一剑奈何 personal page - To The Moon

一剑奈何

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2021-09-18

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2021-08-13

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2023-01-04

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2021-09-15

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PetroChina lightens its position when it jerks, is it carving a boat for a sword?

2021-09-11

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Is the inflation "wolf really coming"? U.S. stocks hit worst week since June

2021-08-24

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2021-09-18

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2021-09-14

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Lei Jun went to FAW to negotiate, three major mysteries to be solved

2021-09-12

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Industrial Securities Strategy: Let a hundred flowers bloom and perform as scheduled, and the market accelerates

2021-09-04

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Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to dive","listText":"🎉 Unlock Your Path to $1,010 voucher with Our Winning Guide! 🎉Our exclusive anniversary event is now LIVE, and we want YOU to join in the fun! Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to dive","text":"🎉 Unlock Your Path to $1,010 voucher with Our Winning Guide! 🎉Our exclusive anniversary event is now LIVE, and we want YOU to join in the fun! Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to 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09:33","market":"sh","language":"zh","title":"PetroChina lightens its position when it jerks, is it carving a boat for a sword?","url":"https://stock-news.laohu8.com/highlight/detail?id=2167550435","media":"上海证券报","summary":"◎记者 唐燕飞 ○编辑 朱绍勇中国石油（简称“中石油”）昨日盘中一度大涨超8%，勾起了许多投资者的心酸回忆。昨日，中石油盘中最高价5.99元，涨幅一度接近9%。截至收盘，中石油报5.71元， ...","content":"<p><img src=\"https://static.tigerbbs.com/4b0da3672920a0df7167636959c320b0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/601857\">PetroChina</a>(601857)<a href=\"https://laohu8.com/S/PTR\">PetroChina</a>\") It once rose by more than 8% in intraday trading yesterday, bringing back sad memories for many investors.</p><p>Yesterday, PetroChina's highest intraday price was 5.99 yuan, an increase of nearly 9%. As of the close, PetroChina reported 5.71 yuan, up 3.82%. After 11 o'clock yesterday, while PetroChina rose rapidly, the ChiNext Index and the Shanghai Composite Index both turned downward. As of the close, the Shanghai Composite Index turned from red to down 1.42%, and the increase of the ChiNext Index fell from about 2.5% to 1.32%.</p><p>For a time, many netizens exclaimed: Absolutely abnormal! Some investors even hurriedly cleared their positions and \"fled\" in order to escape the mysterious \"PetroChina curse\".</p><p>There was once a saying of \"four curses\" circulating in the A-share market. The most well-known one is the \"PetroChina Curse\". As long as PetroChina rises, the stock market will plummet. Over time, PetroChina has become an inverse indicator of the market.</p><p>So, does historical data support the \"PetroChina Curse\"? After counting the data of PetroChina's stock surge in recent years, the reporter found that the \"PetroChina curse\" was only \"effective\" in a few days. But in the long term, it will definitely not reach a statistically significant level. For example, on February 25, 2019, PetroChina rose 3.7% and the Shanghai Composite Index rose 5.6%. Since then, the Shanghai Composite Index has been rising until April of that year. On May 18 this year, PetroChina rose 4.51%, and the Shanghai Composite Index rose 0.32%. Since then, the structural market of the GEM has become obvious.</p><p><b>So, what is the reason why the \"PetroChina Curse\" is frequently chanted by investors?</b></p><p>The answer lies in the huge contrast between PetroChina's total market value and its circulating market value. As of yesterday's close, PetroChina's total market value was 1.045 billion yuan, and its circulating market value was 924.6 billion yuan. Among the outstanding shares, China National Petroleum Corporation, the largest shareholder, holds nearly 91% of the shares, and the top 10 shareholders hold 96% of the shares. This means that the remaining free circulation market value of PetroChina is less than 40 billion yuan. Controlling this part of the free circulation market value can affect the market trend to a certain extent.</p><p>However, at this time, at that time, the era when PetroChina's market value was \"unique\" has long passed. At present, there are nearly 10 stocks with a market value of over one trillion yuan in the Shanghai and Shenzhen stock markets.<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>（600519）、<a href=\"https://laohu8.com/S/300750\">Ningde era</a>（300750）、<a href=\"https://laohu8.com/S/601398\">Industrial Bank of China</a>The market value has surpassed that of PetroChina, and PetroChina's ability to \"control the overall situation\" is not as good as before.</p><p>Recently, OPEC raised its global oil demand forecast for 2022 to 100.8 million barrels per day, driving international oil prices to rise, and various funds have increased their holdings of oil stocks. Perhaps this is the real reason for PetroChina's surge. Investors should also get used to the rise of PetroChina and don't talk about it.</p>","source":"tonghuashun","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>PetroChina lightens its position when it jerks, is it carving a boat for a sword?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nPetroChina lightens its position when it jerks, is it carving a boat for a sword?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-09-15 09:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/4b0da3672920a0df7167636959c320b0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/601857\">PetroChina</a>(601857)<a href=\"https://laohu8.com/S/PTR\">PetroChina</a>\") It once rose by more than 8% in intraday trading yesterday, bringing back sad memories for many investors.</p><p>Yesterday, PetroChina's highest intraday price was 5.99 yuan, an increase of nearly 9%. As of the close, PetroChina reported 5.71 yuan, up 3.82%. After 11 o'clock yesterday, while PetroChina rose rapidly, the ChiNext Index and the Shanghai Composite Index both turned downward. As of the close, the Shanghai Composite Index turned from red to down 1.42%, and the increase of the ChiNext Index fell from about 2.5% to 1.32%.</p><p>For a time, many netizens exclaimed: Absolutely abnormal! Some investors even hurriedly cleared their positions and \"fled\" in order to escape the mysterious \"PetroChina curse\".</p><p>There was once a saying of \"four curses\" circulating in the A-share market. The most well-known one is the \"PetroChina Curse\". As long as PetroChina rises, the stock market will plummet. Over time, PetroChina has become an inverse indicator of the market.</p><p>So, does historical data support the \"PetroChina Curse\"? After counting the data of PetroChina's stock surge in recent years, the reporter found that the \"PetroChina curse\" was only \"effective\" in a few days. But in the long term, it will definitely not reach a statistically significant level. For example, on February 25, 2019, PetroChina rose 3.7% and the Shanghai Composite Index rose 5.6%. Since then, the Shanghai Composite Index has been rising until April of that year. On May 18 this year, PetroChina rose 4.51%, and the Shanghai Composite Index rose 0.32%. Since then, the structural market of the GEM has become obvious.</p><p><b>So, what is the reason why the \"PetroChina Curse\" is frequently chanted by investors?</b></p><p>The answer lies in the huge contrast between PetroChina's total market value and its circulating market value. As of yesterday's close, PetroChina's total market value was 1.045 billion yuan, and its circulating market value was 924.6 billion yuan. Among the outstanding shares, China National Petroleum Corporation, the largest shareholder, holds nearly 91% of the shares, and the top 10 shareholders hold 96% of the shares. This means that the remaining free circulation market value of PetroChina is less than 40 billion yuan. Controlling this part of the free circulation market value can affect the market trend to a certain extent.</p><p>However, at this time, at that time, the era when PetroChina's market value was \"unique\" has long passed. At present, there are nearly 10 stocks with a market value of over one trillion yuan in the Shanghai and Shenzhen stock markets.<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>（600519）、<a href=\"https://laohu8.com/S/300750\">Ningde era</a>（300750）、<a href=\"https://laohu8.com/S/601398\">Industrial Bank of China</a>The market value has surpassed that of PetroChina, and PetroChina's ability to \"control the overall situation\" is not as good as before.</p><p>Recently, OPEC raised its global oil demand forecast for 2022 to 100.8 million barrels per day, driving international oil prices to rise, and various funds have increased their holdings of oil stocks. Perhaps this is the real reason for PetroChina's surge. Investors should also get used to the rise of PetroChina and don't talk about it.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://stock.10jqka.com.cn/hks/20210915/c632725095.shtml\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{},"source_url":"http://stock.10jqka.com.cn/hks/20210915/c632725095.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2167550435","content_text":"中国石油（601857）（简称“中石油”）昨日盘中一度大涨超8%，勾起了许多投资者的心酸回忆。\n昨日，中石油盘中最高价5.99元，涨幅一度接近9%。截至收盘，中石油报5.71元，上涨3.82%。昨日11点后，在中石油快速拉升同时，创业板指、上证指数均转为震荡下行。截至收盘，上证指数由红盘转为下跌1.42%，创业板指涨幅由2.5%左右回落至1.32%。\n一时间，有不少网友都惊呼：绝对不正常！甚至有投资者为了躲过神秘的“中石油魔咒”，慌忙清仓“出逃”。\nA股市场上一度流传着“四大魔咒”的说法。最广为人知的是“中石油魔咒”，只要中石油一涨，股市就会大跌。久而久之，中石油俨然成了市场反向指标。\n那么，历史数据是否支持“中石油魔咒”呢？记者统计近年来中石油股票大涨的数据后发现，“中石油魔咒”仅仅在少数日子“灵验”。但放长周期看，绝对达不到统计意义上的显著水平。例如，2019年2月25日，中石油上涨3.7%，上证指数上涨5.6%，此后沪指一直上涨到当年4月。今年5月18日，中石油大涨4.51%，上证指数上涨0.32%，此后创业板结构性行情明显。\n那么，“中石油魔咒”被投资者频频念叨的原因究竟是什么呢？\n答案就在于中石油总市值和流通市值的巨大反差。截至昨日收盘，中石油总市值为10450亿元，流通市值为9246亿元。在流通股中，第一大股东中国石油集团持股近91%，前10大股东持股比例更是高达96%。这意味着，中石油剩下的自由流通市值不足400亿元。控制了这部分的自由流通市值，在一定程度上就可以影响大盘走势。\n不过，此一时，彼一时，中石油市值“一枝独秀”的年代早已过去。现在沪深两市市值过万亿元的个股接近10只，贵州茅台（600519）、宁德时代（300750）、工商银行等市值都超过了中石油，中石油“操控全局”的能力已大不如前。\n近期OPEC将2022年全球石油需求预期上调至1.008亿桶/日，带动国际油价攀升，各路资金纷纷增持石油股。或许，这才是中石油大涨的真正原因。投资者也要习惯中石油的上涨，不要谈虎色变。","news_type":1,"symbols_score_info":{"PTR":0.9}},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881495928,"gmtCreate":1631374203064,"gmtModify":1676530537696,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881495928","repostId":"1154363769","repostType":4,"repost":{"id":"1154363769","kind":"news","pubTimestamp":1631337958,"share":"https://ttm.financial/m/news/1154363769?lang=en_US&edition=fundamental","pubTime":"2021-09-11 13:25","market":"us","language":"zh","title":"Is the inflation \"wolf really coming\"? U.S. stocks hit worst week since June","url":"https://stock-news.laohu8.com/highlight/detail?id=1154363769","media":"新浪财经","summary":"本周美国股市创下近3个月来最糟糕的一周，对通胀的担忧重新抬头，削弱了人们对央行继续支持金融市场的乐观情绪。\n标普和道指连跌五日，周五标普500指数收跌0.77%，报4458.58点，创2月22日以来最","content":"<p>U.S. stocks had their worst week in nearly three months this week, with renewed concerns about inflation undermining optimism that central banks will continue to support financial markets.</p><p>The S&P and Dow fell for five consecutive days. On Friday, the S&P 500 closed down 0.77% at 4,458.58 points, the longest losing streak since February 22; The Dow closed down 271.66 points, or 0.78%, at 34,607.72 points. Both major indexes recorded a weekly decline of 1.6%, their worst performance since mid-June. The Nasdaq closed down 0.87% on Friday at 15,115.49 points, a new low since August 26.</p><p><img src=\"https://static.tigerbbs.com/5dbf2d40847cec18e57cbe4133e739b4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1cefc99dce7b4d849d58968769f83cb3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>It's even worse for small caps,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Data compiled shows that 90% of the stocks in the Russell 2000 constituents have experienced a 10% pullback since May.</p><p>U.S. stocks are bearish this week. On Wednesday, U.S. Treasury Secretary Yellen warned that if the White House and Congress fail to raise the debt ceiling, the United States will fall into a debt crisis in October; The Federal Reserve's Beige Book report pointed out that U.S. economic growth is slowing down and suggested that inflation may become more severe; At the same time, the \"three in command\" of the Federal Reserve and the president of the New York Fed<a href=\"https://laohu8.com/S/WMB\">Williams</a>Indicates that tapering during the year is appropriate.</p><p>Data released on Friday showed that the U.S. PPI rose 0.7% month-on-month in August, exceeding economists' expectations of 0.6%; It increased by 8.3% year-on-year, rising for nine consecutive months, setting a new record again, which hit investor confidence hard; At the same time, the Federal Reserve's voting committee for next year and Cleveland Fed President Mester said at an event on Friday that despite the bleak non-farm payrolls in August, she is still inclined to support the start of reducing QE this year.</p><p><b>Wall Street warns that this bull market in U.S. stocks faces a correction test</b></p><p>Although the S&P 500 has only fallen for five consecutive days and has not deviated from its all-time high by more than 2%, some Wall Street analysts believe this will set the stage for further lower.</p><p>According to Bloomberg,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Group, Citigroup and other strategists released the latest forecast that there may be negative shocks to disrupt the rising streak of the stock market. Inflation concerns amid the ongoing epidemic, weak global economic recovery, and Fed taper will all pose risks.</p><p><a href=\"https://laohu8.com/S/BMO\">Bank of Montreal</a>Ian Lyngen, interest rate strategist at BMO Capital Markets, said the inflation data reinforced ongoing concerns about higher cost structures as supply chain disruptions caused by the pandemic persist.</p><p>Phil Blancato, CEO of investment bank Ladenburg Thalmann & Co., said: \"My biggest concern is the market movement in the next six weeks, which is a bit ebbing due to the Fed's planned taper, and possible tax hikes.\"</p><p>Christian Mueller-Glissmann, managing director of portfolio strategy and asset allocation at Goldman Sachs, said in an interview, \"High valuations increase the vulnerability of the market. If new negative developments occur, it may lead to an impact on economic growth and trigger a rapid risk-off trend in the market.\"</p><p>At present, investors' positions have been overly bullish, and the ratio of long positions to short positions in the S&P 500 Index is close to 10 to 1. Half of these positions may face losses due to a 2.2% decline in the index. Strategists led by Citigroup Chris Montagu also warned that even a small pullback could be amplified by the forced liquidation of bulls.</p><p>In addition, Mike Wilson, chief U.S. equity strategist at Morgan Stanley, said, \"The stock market has entered an inflection point stage of the market cycle. At this stage, valuations tend to shrink, and even the most stable companies can't escape the drag.\" He suggested downgrading the U.S. stock market to underweight and adjusting the global stock rating to the same weight, citing huge risks to economic growth by the end of October.</p>","source":"XLCJ","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>Is the inflation \"wolf really coming\"? U.S. stocks hit worst week since June</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIs the inflation \"wolf really coming\"? U.S. stocks hit worst week since June\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-09-11 13:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stocks had their worst week in nearly three months this week, with renewed concerns about inflation undermining optimism that central banks will continue to support financial markets.</p><p>The S&P and Dow fell for five consecutive days. On Friday, the S&P 500 closed down 0.77% at 4,458.58 points, the longest losing streak since February 22; The Dow closed down 271.66 points, or 0.78%, at 34,607.72 points. Both major indexes recorded a weekly decline of 1.6%, their worst performance since mid-June. The Nasdaq closed down 0.87% on Friday at 15,115.49 points, a new low since August 26.</p><p><img src=\"https://static.tigerbbs.com/5dbf2d40847cec18e57cbe4133e739b4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1cefc99dce7b4d849d58968769f83cb3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>It's even worse for small caps,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Data compiled shows that 90% of the stocks in the Russell 2000 constituents have experienced a 10% pullback since May.</p><p>U.S. stocks are bearish this week. On Wednesday, U.S. Treasury Secretary Yellen warned that if the White House and Congress fail to raise the debt ceiling, the United States will fall into a debt crisis in October; The Federal Reserve's Beige Book report pointed out that U.S. economic growth is slowing down and suggested that inflation may become more severe; At the same time, the \"three in command\" of the Federal Reserve and the president of the New York Fed<a href=\"https://laohu8.com/S/WMB\">Williams</a>Indicates that tapering during the year is appropriate.</p><p>Data released on Friday showed that the U.S. PPI rose 0.7% month-on-month in August, exceeding economists' expectations of 0.6%; It increased by 8.3% year-on-year, rising for nine consecutive months, setting a new record again, which hit investor confidence hard; At the same time, the Federal Reserve's voting committee for next year and Cleveland Fed President Mester said at an event on Friday that despite the bleak non-farm payrolls in August, she is still inclined to support the start of reducing QE this year.</p><p><b>Wall Street warns that this bull market in U.S. stocks faces a correction test</b></p><p>Although the S&P 500 has only fallen for five consecutive days and has not deviated from its all-time high by more than 2%, some Wall Street analysts believe this will set the stage for further lower.</p><p>According to Bloomberg,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Group, Citigroup and other strategists released the latest forecast that there may be negative shocks to disrupt the rising streak of the stock market. Inflation concerns amid the ongoing epidemic, weak global economic recovery, and Fed taper will all pose risks.</p><p><a href=\"https://laohu8.com/S/BMO\">Bank of Montreal</a>Ian Lyngen, interest rate strategist at BMO Capital Markets, said the inflation data reinforced ongoing concerns about higher cost structures as supply chain disruptions caused by the pandemic persist.</p><p>Phil Blancato, CEO of investment bank Ladenburg Thalmann & Co., said: \"My biggest concern is the market movement in the next six weeks, which is a bit ebbing due to the Fed's planned taper, and possible tax hikes.\"</p><p>Christian Mueller-Glissmann, managing director of portfolio strategy and asset allocation at Goldman Sachs, said in an interview, \"High valuations increase the vulnerability of the market. If new negative developments occur, it may lead to an impact on economic growth and trigger a rapid risk-off trend in the market.\"</p><p>At present, investors' positions have been overly bullish, and the ratio of long positions to short positions in the S&P 500 Index is close to 10 to 1. Half of these positions may face losses due to a 2.2% decline in the index. Strategists led by Citigroup Chris Montagu also warned that even a small pullback could be amplified by the forced liquidation of bulls.</p><p>In addition, Mike Wilson, chief U.S. equity strategist at Morgan Stanley, said, \"The stock market has entered an inflection point stage of the market cycle. At this stage, valuations tend to shrink, and even the most stable companies can't escape the drag.\" He suggested downgrading the U.S. stock market to underweight and adjusting the global stock rating to the same weight, citing huge risks to economic growth by the end of October.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-11/doc-iktzscyx3587771.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"513500":"标普500ETF博时","DXD":"两倍做空道琼30指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","DOG":"道指ETF-ProShares做空","QQQ":"纳指100ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SH":"做空标普500-Proshares","OEX":"标普100","DJX":"1/100道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares",".SPX":"S&P 500 Index","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","SDOW":"三倍做空道指30ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-11/doc-iktzscyx3587771.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154363769","content_text":"本周美国股市创下近3个月来最糟糕的一周，对通胀的担忧重新抬头，削弱了人们对央行继续支持金融市场的乐观情绪。\n标普和道指连跌五日，周五标普500指数收跌0.77%，报4458.58点，创2月22日以来最长连跌；道指收跌271.66点，跌幅0.78%，报34607.72点，两大指数均录得1.6%的周跌幅，为6月中旬以来的最差表现。纳指周五收跌0.87%，报15115.49点，创8月26日以来新低。\n\n小盘股的情况更糟，摩根士丹利编制的数据显示，自5月份以来，罗素2000成分股中90%的股票已经经历了10%的回调。\n本周美股利空重重。周三，美国财政部部长耶伦警告如果白宫和国会无法提高债务上限，美国将在10月陷入债务危机；美联储褐皮书报告指出美国经济增长正在放缓，并暗示通胀可能将更加严重；同时，美联储“三把手”、纽约联储主席威廉姆斯表示年内缩债是合适的。\n而周五公布的数据显示，美国8月PPI环比上涨0.7%，超过经济学家0.6%的预期；同比更是增长8.3%，连续9个月上行，再次刷新纪录，令投资者信心备受打击；同时，美联储明年票委、美国克利夫兰联储主席梅斯特周五参加活动时表示，尽管8月非农就业惨淡，她仍倾向于支持今年开始减码QE。\n华尔街警告美股这轮大牛市面临回调考验\n尽管标普500指数仅连续五天下跌，且未偏离历史高点2%以上，但一些华尔街分析师认为，这将为进一步走低奠定基础。\n据彭博社，高盛集团、花旗集团等策略师发布了最新预测认为，可能会出现负面冲击以打乱股市的连涨势头。疫情持续下的通胀担忧、全球经济复苏疲软以及美联储taper，都会带来风险。\n蒙特利尔银行资本市场（BMO Capital Markets）利率策略师伊恩•林根（Ian Lyngen）表示，通胀数据加强了对成本结构升高的持续担忧，因为疫情造成的供应链中断持续存在。\n投资银行拉登堡塔尔曼公司（Ladenburg Thalmann & Co．）首席执行官Phil Blancato表示：“我最担心的是未来六周的市场走势，由于美联储计划taper，以及可能增税，市场有点退潮了。”\n高盛投资组合策略和资产配置董事总经理Christian Mueller-Glissmann在接受采访时表示，“高估值增加了市场的脆弱性，如果出现新的负面形势发展，可能会导致经济增长遭受冲击，并引发市场的迅速避险走势。”\n目前投资者的持仓已经过度看涨，标普500指数多头头寸与空头头寸的比例已经接近10比1。其中一半的头寸可能因指数下跌2.2%就面临损失。花旗集团Chris Montagu牵头的策略师也警告称，即便是出现小幅回调，也可能因多头被强制平仓而放大。\n此外，摩根士丹利首席美国股票策略师威尔逊（Mike Wilson）表示，“股市已经进入了市场周期的拐点阶段，在这个阶段，估值往往会缩水，即使是最稳健的公司也难逃拖累”，其建议对美国股市下调至减持，并将全球股票评级调整至同等比重，理由是经济增长到10月底面临巨大风险。","news_type":1,"symbols_score_info":{"513500":0.9,"SDS":0.9,".IXIC":0.9,"DOG":0.9,"NQmain":0.9,"QQQ":0.9,"OEX":0.9,"QID":0.9,"TQQQ":0.9,".SPX":0.9,".DJI":0.9,"SDOW":0.9,"SPY":0.9,"MNQmain":0.9,"DDM":0.9,"SPXU":0.9,"DJX":0.9,"DXD":0.9,"ESmain":0.9,"SH":0.9}},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835445253,"gmtCreate":1629735487672,"gmtModify":1676530117125,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/835445253","repostId":"1196056296","repostType":4,"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884223778,"gmtCreate":1631895688094,"gmtModify":1676530665583,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"555","listText":"555","text":"555","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/884223778","repostId":"1175503908","repostType":4,"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886877244,"gmtCreate":1631583038788,"gmtModify":1676530581398,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/886877244","repostId":"2167587144","repostType":4,"repost":{"id":"2167587144","kind":"news","pubTimestamp":1631581156,"share":"https://ttm.financial/m/news/2167587144?lang=en_US&edition=fundamental","pubTime":"2021-09-14 08:59","market":"hk","language":"zh","title":"Lei Jun went to FAW to negotiate, three major mysteries to be solved","url":"https://stock-news.laohu8.com/highlight/detail?id=2167587144","media":"证券日报","summary":"近期，有消息称，小米集团创始人、董事长兼首席执行官雷军到中国一汽集团就合作事宜进行深度对接洽谈。这一消息引发了市场对小米汽车将与一汽合作的猜想。7月28日，雷军在微博为小米汽车的自动驾驶部门招聘人才。据了解，小米汽车团队已精挑细选，组成了约300人的团队。小米汽车方面透露，目前团队还在急速扩张。而在前述业内人士看来，小米与各大车企洽谈的应该是合作建厂。","content":"<p>Since Lei Jun announced the construction of a car, every move of Xiaomi Automobile has attracted market attention.</p><p>Recently, it was reported that Lei Jun, founder, chairman and CEO of Xiaomi Group, went to China FAW Group for in-depth docking negotiations on cooperation matters.</p><p>This news triggered market speculation that Xiaomi Motors will cooperate with FAW. In fact, since the beginning of this year, there have been many rumors about Xiaomi Automobile's negotiations with Wuhan, Hefei, Beijing and other places. Who will finally win Xiaomi Automobile is undoubtedly one of the most concerned issues in the current market.</p><p><b>Cooperation with FAW?</b></p><p>Lei Jun said that he must seize the favorable opportunity of deep integration of automobile industry and consumer electronics, give full play to his own advantages in technological innovation and ecological integration, actively strengthen docking cooperation with Jilin automobile enterprises, better consolidate the foundation of automobile production, and strive to build high-quality automobile products.</p><p>\"Jilin Province attaches great importance to Xiaomi Automobile.\" An insider told a reporter from Securities Daily that there is FAW Group in Jilin Province. If Xiaomi Automobile can settle in Jilin, it can bring investment to the local area, and more importantly, it can bring automobile-related industrial chains and talents in smart cars may bear high hopes for revitalizing the Northeast Automobile Industry.</p><p>According to Zhang Xiang, an analyst in the automotive industry and a researcher at the Industrial Innovation Research Center of North China University of Technology, Xiaomi has been frequently negotiating with local governments recently, mainly to compare which preferential policies in various places are stronger and more suitable for its own development. We also need to consider the local industrial chain, industrial environment, etc. to choose where to finally land. \"This is normal, today's car companies, including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>This was the case before, negotiating with many local governments, and finally choosing the place that is most suitable for their own development. Similarly, it is still uncertain whether Xiaomi can cooperate with FAW in depth. \" Zhang Xiang told a reporter from Securities Daily, \"So FAW is very eager to find a new car-making force to cooperate with. Generally speaking, the cooperation between Xiaomi and FAW is relatively complementary and can achieve the effect of 1 +1 greater than 2.\"</p><p>However, some insiders told the Securities Daily that Xiaomi's car manufacturing will be more considered from the commercial level. The automobile industry chain in Northeast China is not enough, especially in terms of smart cars, and there is no advantage in logistics. Whether Xiaomi can finally reach an agreement with FAW? Cooperation is still uncertain.</p><p><b>Whose house will the flower win?</b></p><p>At the end of March this year, Lei Jun said in his speech announcing car manufacturing that Xiaomi will invest US $10 billion in car manufacturing in the next ten years, with an initial investment of 10 billion yuan, and he will personally lead the team and bet all his reputation for Xiaomi. Car battle.</p><p>On the morning of September 1, Xiaomi Group passed the official<a href=\"https://laohu8.com/S/WB\">Weibo</a>The account \"Xiaomi Company Spokesperson\" announced that Xiaomi Automobile Co., Ltd. has completed industrial and commercial registration with a registered capital of 10 billion yuan, and the legal representative of the company is Lei Jun. The Tianyancha App shows that the registered address of Xiaomi Automobile Co., Ltd. is Beijing Economic and Technological Development Zone.</p><p>Previously, Xiaomi made frequent moves to build cars. On July 28, Lei Jun recruited talents for Xiaomi Automobile's autonomous driving department on Weibo. On August 25, at the media conference call of Xiaomi Group's second quarter financial report, Wang Xiang, president of Xiaomi Group, said that since he started building cars, he deeply felt the love of Xiaomi in the automotive industry and had received more than 20,000 resumes. It is understood that the Xiaomi car team has been carefully selected and formed a team of about 300 people. Xiaomi Auto revealed that the team is still expanding rapidly.</p><p>According to the Securities Daily reporter, in the five months from the announcement of the car manufacturing to the official registration of the company, Xiaomi Auto team conducted a large number of user surveys and industrial chain inspections, conducted more than 2,000 surveys and interviews, visited and conducted in-depth communication with more than 10 industry peers and dozens of industry partners, and at the same time intensively promoted the product definition and team building of automobiles.</p><p>In addition, Xiaomi Group also announced on August 25 that it had acquired DEEPMOTIONTECH, an autonomous driving technology company. This shows that Xiaomi has begun to focus on enriching the strength of automobile-related technologies and personnel.</p><p>Previously, many places have thrown \"olive branches\" to Xiaomi Motors. According to media reports, Wuhan Economic Development Zone said that the Economic Development Zone has set up a special work class for the first time, and will actively and enthusiastically connect with Xiaomi, fully demonstrate the high-quality automobile ecosystem and superior business environment in the zone, and strive for the possibility of cooperation. There were also rumors that the State-owned Assets Supervision and Administration Commission of Anhui Province was in contact with Xiaomi Automobile and intended to introduce Xiaomi Automobile into Hefei.</p><p><b>OEM or self-built factory?</b></p><p>\"Xiaomi's car manufacturing is essentially finding a car company to cooperate with. If you build a car from scratch, it will be more difficult, and the cycle required is very long.\" Zhang Xiang told a reporter from Securities Daily that Xiaomi's car manufacturing must master core resources and participate in profits. Some high links, like<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Just like building a mobile phone.</p><p>In addition, Xiaomi hopes that new cars can be launched and delivered as soon as possible, because the country's policy window for new energy vehicles, including smart cars, will not be very long. Therefore, Xiaomi needs to build cars quickly, and the best way to achieve this goal is to find a car company to cooperate with, so Xiaomi is now frequently negotiating with Wuhan, Beijing, Jilin and other places.</p><p>In the eyes of the aforementioned industry insiders, what Xiaomi is negotiating with major car companies should be to cooperate in building factories. \"Different from manufacturing mobile phones, the automobile industry chain is more complex, and OEM is not easy to control. More than 100,000 vehicles are basically the production capacity of a factory, and large-scale OEM is unrealistic. For Xiaomi, choosing to cooperate or acquire with car companies is mainly It may be to solve the qualification problem and put it into production as soon as possible.\"</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lei Jun went to FAW to negotiate, three major mysteries to be solved</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nLei Jun went to FAW to negotiate, three major mysteries to be solved\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">证券日报</strong><span class=\"h-time small\">2021-09-14 08:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since Lei Jun announced the construction of a car, every move of Xiaomi Automobile has attracted market attention.</p><p>Recently, it was reported that Lei Jun, founder, chairman and CEO of Xiaomi Group, went to China FAW Group for in-depth docking negotiations on cooperation matters.</p><p>This news triggered market speculation that Xiaomi Motors will cooperate with FAW. In fact, since the beginning of this year, there have been many rumors about Xiaomi Automobile's negotiations with Wuhan, Hefei, Beijing and other places. Who will finally win Xiaomi Automobile is undoubtedly one of the most concerned issues in the current market.</p><p><b>Cooperation with FAW?</b></p><p>Lei Jun said that he must seize the favorable opportunity of deep integration of automobile industry and consumer electronics, give full play to his own advantages in technological innovation and ecological integration, actively strengthen docking cooperation with Jilin automobile enterprises, better consolidate the foundation of automobile production, and strive to build high-quality automobile products.</p><p>\"Jilin Province attaches great importance to Xiaomi Automobile.\" An insider told a reporter from Securities Daily that there is FAW Group in Jilin Province. If Xiaomi Automobile can settle in Jilin, it can bring investment to the local area, and more importantly, it can bring automobile-related industrial chains and talents in smart cars may bear high hopes for revitalizing the Northeast Automobile Industry.</p><p>According to Zhang Xiang, an analyst in the automotive industry and a researcher at the Industrial Innovation Research Center of North China University of Technology, Xiaomi has been frequently negotiating with local governments recently, mainly to compare which preferential policies in various places are stronger and more suitable for its own development. We also need to consider the local industrial chain, industrial environment, etc. to choose where to finally land. \"This is normal, today's car companies, including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>This was the case before, negotiating with many local governments, and finally choosing the place that is most suitable for their own development. Similarly, it is still uncertain whether Xiaomi can cooperate with FAW in depth. \" Zhang Xiang told a reporter from Securities Daily, \"So FAW is very eager to find a new car-making force to cooperate with. Generally speaking, the cooperation between Xiaomi and FAW is relatively complementary and can achieve the effect of 1 +1 greater than 2.\"</p><p>However, some insiders told the Securities Daily that Xiaomi's car manufacturing will be more considered from the commercial level. The automobile industry chain in Northeast China is not enough, especially in terms of smart cars, and there is no advantage in logistics. Whether Xiaomi can finally reach an agreement with FAW? Cooperation is still uncertain.</p><p><b>Whose house will the flower win?</b></p><p>At the end of March this year, Lei Jun said in his speech announcing car manufacturing that Xiaomi will invest US $10 billion in car manufacturing in the next ten years, with an initial investment of 10 billion yuan, and he will personally lead the team and bet all his reputation for Xiaomi. Car battle.</p><p>On the morning of September 1, Xiaomi Group passed the official<a href=\"https://laohu8.com/S/WB\">Weibo</a>The account \"Xiaomi Company Spokesperson\" announced that Xiaomi Automobile Co., Ltd. has completed industrial and commercial registration with a registered capital of 10 billion yuan, and the legal representative of the company is Lei Jun. The Tianyancha App shows that the registered address of Xiaomi Automobile Co., Ltd. is Beijing Economic and Technological Development Zone.</p><p>Previously, Xiaomi made frequent moves to build cars. On July 28, Lei Jun recruited talents for Xiaomi Automobile's autonomous driving department on Weibo. On August 25, at the media conference call of Xiaomi Group's second quarter financial report, Wang Xiang, president of Xiaomi Group, said that since he started building cars, he deeply felt the love of Xiaomi in the automotive industry and had received more than 20,000 resumes. It is understood that the Xiaomi car team has been carefully selected and formed a team of about 300 people. Xiaomi Auto revealed that the team is still expanding rapidly.</p><p>According to the Securities Daily reporter, in the five months from the announcement of the car manufacturing to the official registration of the company, Xiaomi Auto team conducted a large number of user surveys and industrial chain inspections, conducted more than 2,000 surveys and interviews, visited and conducted in-depth communication with more than 10 industry peers and dozens of industry partners, and at the same time intensively promoted the product definition and team building of automobiles.</p><p>In addition, Xiaomi Group also announced on August 25 that it had acquired DEEPMOTIONTECH, an autonomous driving technology company. This shows that Xiaomi has begun to focus on enriching the strength of automobile-related technologies and personnel.</p><p>Previously, many places have thrown \"olive branches\" to Xiaomi Motors. According to media reports, Wuhan Economic Development Zone said that the Economic Development Zone has set up a special work class for the first time, and will actively and enthusiastically connect with Xiaomi, fully demonstrate the high-quality automobile ecosystem and superior business environment in the zone, and strive for the possibility of cooperation. There were also rumors that the State-owned Assets Supervision and Administration Commission of Anhui Province was in contact with Xiaomi Automobile and intended to introduce Xiaomi Automobile into Hefei.</p><p><b>OEM or self-built factory?</b></p><p>\"Xiaomi's car manufacturing is essentially finding a car company to cooperate with. If you build a car from scratch, it will be more difficult, and the cycle required is very long.\" Zhang Xiang told a reporter from Securities Daily that Xiaomi's car manufacturing must master core resources and participate in profits. Some high links, like<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Just like building a mobile phone.</p><p>In addition, Xiaomi hopes that new cars can be launched and delivered as soon as possible, because the country's policy window for new energy vehicles, including smart cars, will not be very long. Therefore, Xiaomi needs to build cars quickly, and the best way to achieve this goal is to find a car company to cooperate with, so Xiaomi is now frequently negotiating with Wuhan, Beijing, Jilin and other places.</p><p>In the eyes of the aforementioned industry insiders, what Xiaomi is negotiating with major car companies should be to cooperate in building factories. \"Different from manufacturing mobile phones, the automobile industry chain is more complex, and OEM is not easy to control. More than 100,000 vehicles are basically the production capacity of a factory, and large-scale OEM is unrealistic. For Xiaomi, choosing to cooperate or acquire with car companies is mainly It may be to solve the qualification problem and put it into production as soon as possible.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109140127047c3beac1&s=b\">证券日报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0c41ca995041c78195bbad9ac3fe1d37","relate_stocks":{"KC":"金山云","01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109140127047c3beac1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2167587144","content_text":"自从雷军宣布造车以来，小米汽车的一举一动都引发市场关注。\n近期，有消息称，小米集团创始人、董事长兼首席执行官雷军到中国一汽集团就合作事宜进行深度对接洽谈。\n这一消息引发了市场对小米汽车将与一汽合作的猜想。事实上，今年以来，已有多个关于小米汽车与武汉、合肥、北京等多地进行洽谈的传闻，小米汽车最终花落谁家无疑是当前市场最关注的问题之一。\n与一汽合作？\n雷军表示，一定抢抓汽车产业与消费电子深度融合的有利契机，充分发挥自身科技创新和生态整合优势，主动加强与吉林汽车企业对接合作，更好地夯实汽车生产基础，努力打造高品质汽车产品。\n“吉林省对小米汽车非常重视。”有业内人士对《证券日报》记者表示，吉林省有一汽集团，如果小米汽车能落户吉林，能为当地带去投资，更重要的是能带去汽车相关产业链和智能汽车方面的人才，可能承担着振兴东北汽车工业的厚望。\n在汽车行业分析师、北方工业大学产业创新研究中心研究员张翔看来，近段时间小米频频在跟各地政府洽谈，主要是在比较各地的优惠政策哪个力度更大、更适合其自身的发展，还要考虑当地的产业链、产业环境等，以此选择最终落地何处。“这很正常，现在的车企，包括特斯拉、蔚来等以前都是这样的，跟很多地方政府洽谈，最后选择最适合其自身发展的地方落地。同样，小米能不能跟一汽深度合作目前还不确定。”张翔对《证券日报》记者表示，“所以一汽非常迫切地想要找一家造车新势力合作。总体来说，小米和一汽的合作，双方互补性比较强，可以达到1+1大于2的效果。”\n不过，也有业内人士对《证券日报》记者表示，小米造车更多会从商业层面考虑，东北的汽车产业链不够，尤其是智能汽车方面，物流方面也没有优势，小米最终能否与一汽达成合作，仍然具有不确定性。\n花落谁家？\n今年3月底，雷军在宣布造车的演讲中表示，未来十年小米将投入100亿美元造车，首期投资为100亿元，而自己将亲自带队，押上人生全部的声誉，为小米汽车而战。\n9月1日上午，小米集团通过官方微博账号“小米公司发言人”宣布，小米汽车有限公司完成了工商注册，注册资本为100亿元，公司法定代表人为雷军。天眼查App显示，小米汽车有限公司注册地址是北京经济技术开发区。\n此前，小米造车动作频频。7月28日，雷军在微博为小米汽车的自动驾驶部门招聘人才。8月25日，在小米集团第二季度财报媒体电话会上，小米集团总裁王翔表示，自启动造车后深感汽车业内人士对小米的厚爱，已收到了超过2万份简历。据了解，小米汽车团队已精挑细选，组成了约300人的团队。小米汽车方面透露，目前团队还在急速扩张。\n据《证券日报》记者了解，自宣布造车至正式注册公司的5个月间，小米汽车团队进行了大量的用户调研和产业链考察，调研访谈2000多次，拜访并深度沟通交流了10多家业内同行和几十家产业合作伙伴，同时紧锣密鼓地推进汽车的产品定义和团队搭建。\n此外，小米集团还在8月25日发布公告，收购了自动驾驶技术公司深动科技（DEEPMOTIONTECH）。这表明小米开始重点充实汽车相关技术和人员的力量。\n而此前，也有多地向小米汽车抛出了“橄榄枝”。据媒体报道，武汉市经济开发区称经开区已经第一时间成立工作专班，将主动、热情对接小米，充分展示区内优质汽车生态圈和优越营商环境，争取合作可能性。此前亦有传闻称，安徽省国资委正在和小米汽车接触，有意将小米汽车引入合肥。\n代工还是自建工厂？\n“小米造车本质上是找一家车企合作，如果自己从头开始造车会比较困难，需要的周期很长。”张翔对《证券日报》记者表示，小米造车要掌握核心资源，参与利润高的一些环节，就像苹果造手机一样。\n此外，小米造车是希望新车能尽快上市交付，因为现在国家对新能源汽车，包括智能汽车的政策窗口期不会很长。所以小米造车要快，要达到这个目标最好的方式是找一家车企合作，所以小米现在频频在跟武汉、北京、吉林等地洽谈。\n而在前述业内人士看来，小米与各大车企洽谈的应该是合作建厂。“不同于造手机，汽车产业链更复杂，代工不好管控，超过10万辆基本就是一个工厂的产能，大规模代工并不现实。对于小米来说，选择与车企合作或收购，主要可能是为了解决资质问题，尽快实现投产。”","news_type":1,"symbols_score_info":{"48657":0.9,"48708":0.9,"48717":0.9,"48730":0.9,"48754":0.9,"KC":0.9,"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888180212,"gmtCreate":1631456336936,"gmtModify":1676530550782,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/888180212","repostId":"1198332081","repostType":4,"repost":{"id":"1198332081","kind":"news","pubTimestamp":1631437022,"share":"https://ttm.financial/m/news/1198332081?lang=en_US&edition=fundamental","pubTime":"2021-09-12 16:57","market":"sh","language":"zh","title":"Industrial Securities Strategy: Let a hundred flowers bloom and perform as scheduled, and the market accelerates","url":"https://stock-news.laohu8.com/highlight/detail?id=1198332081","media":"尧望后势","summary":"核心观点\n回顾：2021年4月以来，我们看多市场，布局“百周年”行情，板块配置上强调科创长牛，科创板行情。此后近半年，创业板指、科创板等新兴成长方向持续领涨。7月中旬开始，我们前瞻提示“夏日避暑”、“","content":"<p><b>CORE POINT</b></p><p><b>Review:</b>Since April 2021, we have been bullish on the market and laid out the \"centenary\" market. The sector allocation emphasizes the growth of science and technology innovation and the market of science and technology innovation board. Since then, in the past six months, emerging growth directions such as the GEM Index and the Science and Technology Innovation Board have continued to lead the rise. Starting from mid-July, we prompted \"summer escape\" and \"science and technology innovation has entered a bumpy layout period\". After that, the market fluctuated, differentiated, and spread as scheduled. Since August, we have repeatedly emphasized that \"there is no systemic risk\" and \"the market will enter a hundred flowers blooming\". At present, a hundred flowers bloom as scheduled.</p><p><b>Outlook: After the \"summer vacation\" and \"bumpy period\", a hundred flowers will bloom as scheduled. The A-share market is accelerating, and risk appetite continues to increase. For transactional players, it is recommended to grasp the poor expectations and flexibly grasp the structural hot spots. For configuration-oriented players, it is recommended to continue to focus on the long-term and actively deploy around the general direction of science and technology innovation and the new needs driven by it.</b></p><p><b>After \"summer vacation\" and \"bumpy period\", a hundred flowers blossom and perform as scheduled.</b>In the second quarter, the market continued to focus on high-prosperity tracks such as new energy, semiconductors, military industry, and science and technology innovation, which brought about a trend rise in related sectors and a concentrated inflow of funds. Its transaction congestion also reached a record high in July. Therefore, we put forward \"avoiding summer heat and preventing overheating in summer\" and judged that funds will gradually spread and spill over from these sectors. In July and August, when the market fluctuated greatly and investors were most worried, we repeatedly stressed that the current market is not in 2018 and there are no systemic risks. Stock funds will not systematically reduce positions, but will surge back and forth in various sectors, leading the market into a hundred flowers blooming. At present, the hot spots in the market are spreading, various sectors are taking turns to rise, and a hundred flowers are blooming as scheduled: whether it is resource products such as coal, nonferrous metals, and steel, or large-cap blue-chips such as infrastructure and real estate, or high-β sectors such as securities firms, as well as small-cap indexes such as CSI 1000, and even the consumer sector that has been impacted by policies and adjusted more since the beginning of the year, has performed well, and Hong Kong stocks have also rebounded from the bottom area.</p><p><b>The A-share market is accelerating, and risk appetite continues to increase.</b>With a hundred flowers blooming, the market has emerged from the turbulent period. As the negative impact in the early stage further subsides and the superimposed policy easing continues to increase, A-shares have moved from first suppression to then rise: 1) Money has been loose, and subsequent fiscal and credit efforts are also expected to exert their strength, and the direction of policy easing is clear. On September 6th, Vice Premier Liu He said that \"infrastructure construction should be moderately advanced\". On September 7, Pan Gongsheng, deputy governor of the central bank, said that China's monetary policy is still in the normalized monetary policy range, and the monetary policy space is relatively large. On September 9, in accordance with the deployment of the National Standing Committee, the central bank announced an additional 300 billion yuan of small refinancing quota, which will be issued at preferential interest rates within the remaining four months of this year. 2) There are no systemic risks overseas. The Federal Reserve expects relatively sufficient guidance, the market's concerns about Taper have basically eased, and the United States is expected to have at least US $550 billion in infrastructure plans in the fourth quarter. In Europe, although the European Central Bank announced on September 10 that it would slow down the pace of PEPP bond purchases in the fourth quarter, it will still maintain the potential scale of 1.85 trillion euros unchanged. 3) At the time point, with the completion of the disclosure of the interim report, the current market has once again entered a performance window period, and the expectation of policy relaxation is superimposed, and the market risk appetite is increasing. At the same time, President Xi had a phone call with US President Biden last week at request, which is also conducive to increasing the risk appetite of foreign investors for Chinese assets.</p><p><b>For trading players, in a market where a hundred flowers bloom, it is recommended to seize the poor expectations and flexibly grasp the structural hot spots. For configuration-oriented players, it is recommended to continue to base themselves on the long-term and actively deploy around the general direction of science and technology innovation and the new needs driven by it:</b>1) Science and technology innovation is in the ascendant, taking advantage of the bumps behind the \"top of the bottom\" to lay out long-term cost-effective \"small and beautiful\", \"specialized, special and new\" and \"little giants\" of science and technology innovation. The \"hard technology\" attribute it represents can best adapt to the current background of the Sino-US game, the urgent need to improve technological competitiveness, and get rid of the \"stuck neck\" dilemma. At the same time, the capital aspect has changed from incremental entry to stock game. The era of \"mindless buying leaders\" has passed, and the market aesthetics is shifting from ROE to G. High growth rate and high prosperity will become the core of institutional aesthetics. \"Specialization\" \"Jing, special and new\" and the Science and Technology Innovation Board, as the sectors with the highest growth rate in the entire market, will become the preferred directions to overcome \"involution\". 2) With the spread of the scientific and technological innovation market, traditional fields such as cyclical industries that can embrace manufacturing upgrades, technology, and dual-carbon era are also facing revaluation in valuation and profitability. Focus on steel, aluminum, copper, chemicals, cement, securities companies and other sectors that serve the needs of scientific and technological innovation, have new α logic, and embrace new technological empowerment. 3) In those areas where fundamentals are not very bright, lay out assets that will turn around in the second half of the year in advance, and steadily grow in the direction of \"new infrastructure\", including small household appliances, automobiles, machinery, and leaders in consumer segments.</p><p><b>Investment strategy: Embrace the long-term, embrace the general direction, and use the long to fight the short. Continue to lay out the core main line of high-quality growth represented by \"specialization, specialization and innovation\" and \"little giant\" of science and technology innovation on dips.</b>1) High-end manufacturing (semiconductor industry chain, military industry chain, etc.) New energy chain (new energy materials, lithium battery equipment, new energy vehicle industry chain,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Driving, etc.), 3) AIoT (computers, communications, electronics), 4) life sciences (biomedicine, medical devices, medical services, seeds, etc.).</p><p><b>Risk warning:</b>Pay attention to the global capital return to the United States exceeding expectations, and the Sino-US game exceeding expectations.</p><p><b>Report text</b></p><p><b>Let a hundred flowers bloom and perform as scheduled, and the market accelerates</b></p><p><b>Review:</b>Since April 2021, we have been bullish on the market and laid out the \"centenary\" market. The sector allocation emphasizes the long-term growth of science and technology innovation and the market of science and technology innovation board. Since then, in the past six months, emerging growth directions such as the GEM Index and the Science and Technology Innovation Board have continued to lead the rise. Starting from mid-July, we prompted \"summer escape\" and \"science and technology innovation has entered a bumpy layout period\". After that, the market fluctuated, differentiated, and spread as scheduled. Since August, we have repeatedly emphasized that \"there is no systemic risk\" and \"the market will enter a hundred flowers blooming\". At present, a hundred flowers bloom as scheduled.</p><p><b>Outlook: After the \"summer vacation\" and \"bumpy period\", a hundred flowers will bloom as scheduled. The A-share market is accelerating, and risk appetite continues to increase. For transactional players, it is recommended to grasp the poor expectations and flexibly grasp the structural hot spots. For configuration-oriented players, it is recommended to continue to focus on the long-term and actively deploy around the general direction of science and technology innovation and the new needs driven by it.</b></p><p><b>--After \"summer vacation\" and \"bumpy period\", a hundred flowers bloom and perform as scheduled.</b>In the second quarter, the market continued to focus on high-prosperity tracks such as new energy, semiconductors, military industry, and science and technology innovation, which brought about a trend rise in related sectors and a concentrated inflow of funds. Its transaction congestion also reached a record high in July. Therefore, we put forward \"avoiding summer heat and preventing overheating in summer\" and judged that funds will gradually spread and spill over from these sectors. In July and August, when the market fluctuated greatly and investors were most worried, we repeatedly stressed that the current market is not in 2018 and there are no systemic risks. Stock funds will not systematically reduce positions, but will surge back and forth in various sectors, leading the market into a hundred flowers blooming. At present, the hot spots in the market are spreading, various sectors are taking turns to rise, and a hundred flowers are blooming as scheduled: whether it is resource products such as coal, nonferrous metals, and steel, or large-cap blue-chips such as infrastructure and real estate, or high-β sectors such as brokerages, as well as small-cap indexes such as CSI 1000, and even the consumer sector that has been impacted by policies and has been adjusted more since the beginning of the year, has performed well, and Hong Kong stocks have also rebounded from the bottom area.</p><p><b>--The A-share market has accelerated, and risk appetite has continued to increase.</b>With a hundred flowers blooming, the market has emerged from the turbulent period. As the negative impact in the early stage further subsides and the superimposed policy easing continues to increase, A-shares have moved from first suppression to then rise: 1) The currency has been loose, and subsequent fiscal and credit efforts are also expected to exert strength, and the direction of policy easing is clear. On September 6th, Vice Premier Liu He said that \"infrastructure construction should be moderately advanced\". On September 7, Pan Gongsheng, deputy governor of the central bank, said that China's monetary policy is still in the normalized monetary policy range, and the monetary policy space is relatively large. On September 9, in accordance with the deployment of the National Standing Committee, the central bank announced an additional 300 billion yuan of small refinancing quota, which will be issued at preferential interest rates within the remaining four months of this year. 2) There are no systemic risks overseas. The Federal Reserve expects relatively sufficient guidance, the market's concerns about Taper have basically eased, and the United States is expected to have at least US $550 billion in infrastructure plans in the fourth quarter. In Europe, although the European Central Bank announced on September 10 that it would slow down the pace of PEPP bond purchases in the fourth quarter, it will still maintain the potential scale of 1.85 trillion euros unchanged. 3) At the time point, with the completion of the disclosure of the interim report, the current market has once again entered a performance window period, and the expectation of policy relaxation is superimposed, and the market risk appetite is increasing. At the same time, President Xi had a phone call with US President Biden last week at request, which is also conducive to increasing the risk appetite of foreign investors for Chinese assets.</p><p><b>--For trading players, in a market where a hundred flowers bloom, it is recommended to seize the poor expectations and flexibly grasp the structural hot spots. For configuration-oriented players, it is recommended to continue to focus on the long-term and actively deploy around the general direction of science and technology innovation and the new needs driven by it:</b>1) Science and technology innovation is in the ascendant, taking advantage of the bumps behind the \"top of the bottom\" to lay out long-term cost-effective \"small and beautiful\", \"specialized, special and new\" and \"little giants\" of science and technology innovation. The \"hard technology\" attribute it represents can best adapt to the current background of the Sino-US game, the urgent need to improve technological competitiveness, and get rid of the \"stuck neck\" dilemma. At the same time, the capital aspect has changed from incremental entry to stock game. The era of \"mindless buying leaders\" has passed, and the market aesthetics is shifting from ROE to G. High growth rate and high prosperity will become the core of institutional aesthetics. \"Specialization\" \"Jing, special and new\" and the Science and Technology Innovation Board, as the sectors with the highest growth rate in the entire market, will become the preferred directions to overcome \"involution\". 2) With the spread of the scientific and technological innovation market, traditional fields such as cyclical industries that can embrace manufacturing upgrades, technology, and dual-carbon era are also facing revaluation in valuation and profitability. Focus on steel, aluminum, copper, chemicals, cement, securities firms and other sectors that serve the needs of scientific and technological innovation, have new α logic, and embrace new technological empowerment. 3) In those areas where fundamentals are not very bright, lay out assets that will turn around in the second half of the year in advance, and steadily grow in the direction of \"new infrastructure\", including small household appliances, automobiles, machinery, and leaders in consumer segments.</p><p><b>--Investment strategy: embrace the long-term, embrace the general direction, and play the short with the long. Continue to lay out the core main line of high-quality growth represented by \"specialization, specialization and innovation\" and \"little giant\" of science and technology innovation on dips.</b>1) High-end manufacturing (semiconductor industry chain, military industry chain, etc.), 2) New energy chain (new energy materials, lithium battery equipment, new energy vehicle industry chain, intelligent driving, etc.), 3) AIoT (computers, communications, electronics, 4) Life sciences (biomedicine, medical devices, medical services, seeds, etc.).</p><p><b>A-share market review this week</b></p><p><img src=\"https://static.tigerbbs.com/13071928fe3eeb6151dd5ce85bc6c855\" tg-width=\"1080\" tg-height=\"405\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/69ba9b865b341e29205bbb6185a02cbc\" tg-width=\"1080\" tg-height=\"406\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/50eb477d5780e2d8336af02294a958b1\" tg-width=\"1080\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p><p><b>A-share capital tracking</b></p><p><img src=\"https://static.tigerbbs.com/f33f9f6887e315296989199286714530\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/71dfe6b49cefe41574a2536cb10f5c76\" tg-width=\"1080\" tg-height=\"398\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a6ea75c24764a8265c984bb443603886\" tg-width=\"1080\" tg-height=\"418\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a5d294ded9d090e98cbcaf4388165aab\" tg-width=\"1080\" tg-height=\"413\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/247f4082b8df088496f39cd90650f750\" tg-width=\"1080\" tg-height=\"428\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/474c012d2d5eb83e71126cefcbae1004\" tg-width=\"1080\" tg-height=\"419\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/59adf5d792210fc726493a9861df8ab7\" tg-width=\"1080\" tg-height=\"421\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/bb2a7d4758017515b7167b8c82cf0c75\" tg-width=\"1080\" tg-height=\"455\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/60af3d869f451c91dbfd98cf111af778\" tg-width=\"1080\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><b>A-share earnings and valuation</b></p><p><img src=\"https://static.tigerbbs.com/904398a8e2d5c55af5fc7cdbb22cb485\" tg-width=\"1080\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c200d190f7e6d85bb50b1cbce1558bd6\" tg-width=\"1080\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/709795eb203c094f43d766f3ce9acef5\" tg-width=\"1080\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></p><p><b>Overseas market tracking</b></p><p><img src=\"https://static.tigerbbs.com/33936cc9cfcb6aae21cfd24bc13bebef\" tg-width=\"1080\" tg-height=\"378\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a396dc75e119b4f7f05cfc27d3270440\" tg-width=\"1080\" tg-height=\"446\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6fc496e65ba7e0aec1dcf90e417cf750\" tg-width=\"1080\" tg-height=\"420\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ee9e81e6df73399f2375e00440fc8cd2\" tg-width=\"1080\" tg-height=\"448\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/054f9b313e1bb6999ea74c6b36b4eb79\" tg-width=\"1080\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning</b></p><p><b>Pay attention to the global capital return to the United States exceeding expectations, and the Sino-US game exceeding expectations.</b></p>","source":"ywhs","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIndustrial Securities Strategy: Let a hundred flowers bloom and perform as scheduled, and the market accelerates\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">尧望后势</strong><span class=\"h-time small\">2021-09-12 16:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>CORE POINT</b></p><p><b>Review:</b>Since April 2021, we have been bullish on the market and laid out the \"centenary\" market. The sector allocation emphasizes the growth of science and technology innovation and the market of science and technology innovation board. Since then, in the past six months, emerging growth directions such as the GEM Index and the Science and Technology Innovation Board have continued to lead the rise. Starting from mid-July, we prompted \"summer escape\" and \"science and technology innovation has entered a bumpy layout period\". After that, the market fluctuated, differentiated, and spread as scheduled. Since August, we have repeatedly emphasized that \"there is no systemic risk\" and \"the market will enter a hundred flowers blooming\". At present, a hundred flowers bloom as scheduled.</p><p><b>Outlook: After the \"summer vacation\" and \"bumpy period\", a hundred flowers will bloom as scheduled. The A-share market is accelerating, and risk appetite continues to increase. For transactional players, it is recommended to grasp the poor expectations and flexibly grasp the structural hot spots. For configuration-oriented players, it is recommended to continue to focus on the long-term and actively deploy around the general direction of science and technology innovation and the new needs driven by it.</b></p><p><b>After \"summer vacation\" and \"bumpy period\", a hundred flowers blossom and perform as scheduled.</b>In the second quarter, the market continued to focus on high-prosperity tracks such as new energy, semiconductors, military industry, and science and technology innovation, which brought about a trend rise in related sectors and a concentrated inflow of funds. Its transaction congestion also reached a record high in July. Therefore, we put forward \"avoiding summer heat and preventing overheating in summer\" and judged that funds will gradually spread and spill over from these sectors. In July and August, when the market fluctuated greatly and investors were most worried, we repeatedly stressed that the current market is not in 2018 and there are no systemic risks. Stock funds will not systematically reduce positions, but will surge back and forth in various sectors, leading the market into a hundred flowers blooming. At present, the hot spots in the market are spreading, various sectors are taking turns to rise, and a hundred flowers are blooming as scheduled: whether it is resource products such as coal, nonferrous metals, and steel, or large-cap blue-chips such as infrastructure and real estate, or high-β sectors such as securities firms, as well as small-cap indexes such as CSI 1000, and even the consumer sector that has been impacted by policies and adjusted more since the beginning of the year, has performed well, and Hong Kong stocks have also rebounded from the bottom area.</p><p><b>The A-share market is accelerating, and risk appetite continues to increase.</b>With a hundred flowers blooming, the market has emerged from the turbulent period. As the negative impact in the early stage further subsides and the superimposed policy easing continues to increase, A-shares have moved from first suppression to then rise: 1) Money has been loose, and subsequent fiscal and credit efforts are also expected to exert their strength, and the direction of policy easing is clear. On September 6th, Vice Premier Liu He said that \"infrastructure construction should be moderately advanced\". On September 7, Pan Gongsheng, deputy governor of the central bank, said that China's monetary policy is still in the normalized monetary policy range, and the monetary policy space is relatively large. On September 9, in accordance with the deployment of the National Standing Committee, the central bank announced an additional 300 billion yuan of small refinancing quota, which will be issued at preferential interest rates within the remaining four months of this year. 2) There are no systemic risks overseas. The Federal Reserve expects relatively sufficient guidance, the market's concerns about Taper have basically eased, and the United States is expected to have at least US $550 billion in infrastructure plans in the fourth quarter. In Europe, although the European Central Bank announced on September 10 that it would slow down the pace of PEPP bond purchases in the fourth quarter, it will still maintain the potential scale of 1.85 trillion euros unchanged. 3) At the time point, with the completion of the disclosure of the interim report, the current market has once again entered a performance window period, and the expectation of policy relaxation is superimposed, and the market risk appetite is increasing. At the same time, President Xi had a phone call with US President Biden last week at request, which is also conducive to increasing the risk appetite of foreign investors for Chinese assets.</p><p><b>For trading players, in a market where a hundred flowers bloom, it is recommended to seize the poor expectations and flexibly grasp the structural hot spots. For configuration-oriented players, it is recommended to continue to base themselves on the long-term and actively deploy around the general direction of science and technology innovation and the new needs driven by it:</b>1) Science and technology innovation is in the ascendant, taking advantage of the bumps behind the \"top of the bottom\" to lay out long-term cost-effective \"small and beautiful\", \"specialized, special and new\" and \"little giants\" of science and technology innovation. The \"hard technology\" attribute it represents can best adapt to the current background of the Sino-US game, the urgent need to improve technological competitiveness, and get rid of the \"stuck neck\" dilemma. At the same time, the capital aspect has changed from incremental entry to stock game. The era of \"mindless buying leaders\" has passed, and the market aesthetics is shifting from ROE to G. High growth rate and high prosperity will become the core of institutional aesthetics. \"Specialization\" \"Jing, special and new\" and the Science and Technology Innovation Board, as the sectors with the highest growth rate in the entire market, will become the preferred directions to overcome \"involution\". 2) With the spread of the scientific and technological innovation market, traditional fields such as cyclical industries that can embrace manufacturing upgrades, technology, and dual-carbon era are also facing revaluation in valuation and profitability. Focus on steel, aluminum, copper, chemicals, cement, securities companies and other sectors that serve the needs of scientific and technological innovation, have new α logic, and embrace new technological empowerment. 3) In those areas where fundamentals are not very bright, lay out assets that will turn around in the second half of the year in advance, and steadily grow in the direction of \"new infrastructure\", including small household appliances, automobiles, machinery, and leaders in consumer segments.</p><p><b>Investment strategy: Embrace the long-term, embrace the general direction, and use the long to fight the short. Continue to lay out the core main line of high-quality growth represented by \"specialization, specialization and innovation\" and \"little giant\" of science and technology innovation on dips.</b>1) High-end manufacturing (semiconductor industry chain, military industry chain, etc.) New energy chain (new energy materials, lithium battery equipment, new energy vehicle industry chain,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Driving, etc.), 3) AIoT (computers, communications, electronics), 4) life sciences (biomedicine, medical devices, medical services, seeds, etc.).</p><p><b>Risk warning:</b>Pay attention to the global capital return to the United States exceeding expectations, and the Sino-US game exceeding expectations.</p><p><b>Report text</b></p><p><b>Let a hundred flowers bloom and perform as scheduled, and the market accelerates</b></p><p><b>Review:</b>Since April 2021, we have been bullish on the market and laid out the \"centenary\" market. The sector allocation emphasizes the long-term growth of science and technology innovation and the market of science and technology innovation board. Since then, in the past six months, emerging growth directions such as the GEM Index and the Science and Technology Innovation Board have continued to lead the rise. Starting from mid-July, we prompted \"summer escape\" and \"science and technology innovation has entered a bumpy layout period\". After that, the market fluctuated, differentiated, and spread as scheduled. Since August, we have repeatedly emphasized that \"there is no systemic risk\" and \"the market will enter a hundred flowers blooming\". At present, a hundred flowers bloom as scheduled.</p><p><b>Outlook: After the \"summer vacation\" and \"bumpy period\", a hundred flowers will bloom as scheduled. The A-share market is accelerating, and risk appetite continues to increase. For transactional players, it is recommended to grasp the poor expectations and flexibly grasp the structural hot spots. For configuration-oriented players, it is recommended to continue to focus on the long-term and actively deploy around the general direction of science and technology innovation and the new needs driven by it.</b></p><p><b>--After \"summer vacation\" and \"bumpy period\", a hundred flowers bloom and perform as scheduled.</b>In the second quarter, the market continued to focus on high-prosperity tracks such as new energy, semiconductors, military industry, and science and technology innovation, which brought about a trend rise in related sectors and a concentrated inflow of funds. Its transaction congestion also reached a record high in July. Therefore, we put forward \"avoiding summer heat and preventing overheating in summer\" and judged that funds will gradually spread and spill over from these sectors. In July and August, when the market fluctuated greatly and investors were most worried, we repeatedly stressed that the current market is not in 2018 and there are no systemic risks. Stock funds will not systematically reduce positions, but will surge back and forth in various sectors, leading the market into a hundred flowers blooming. At present, the hot spots in the market are spreading, various sectors are taking turns to rise, and a hundred flowers are blooming as scheduled: whether it is resource products such as coal, nonferrous metals, and steel, or large-cap blue-chips such as infrastructure and real estate, or high-β sectors such as brokerages, as well as small-cap indexes such as CSI 1000, and even the consumer sector that has been impacted by policies and has been adjusted more since the beginning of the year, has performed well, and Hong Kong stocks have also rebounded from the bottom area.</p><p><b>--The A-share market has accelerated, and risk appetite has continued to increase.</b>With a hundred flowers blooming, the market has emerged from the turbulent period. As the negative impact in the early stage further subsides and the superimposed policy easing continues to increase, A-shares have moved from first suppression to then rise: 1) The currency has been loose, and subsequent fiscal and credit efforts are also expected to exert strength, and the direction of policy easing is clear. On September 6th, Vice Premier Liu He said that \"infrastructure construction should be moderately advanced\". On September 7, Pan Gongsheng, deputy governor of the central bank, said that China's monetary policy is still in the normalized monetary policy range, and the monetary policy space is relatively large. On September 9, in accordance with the deployment of the National Standing Committee, the central bank announced an additional 300 billion yuan of small refinancing quota, which will be issued at preferential interest rates within the remaining four months of this year. 2) There are no systemic risks overseas. The Federal Reserve expects relatively sufficient guidance, the market's concerns about Taper have basically eased, and the United States is expected to have at least US $550 billion in infrastructure plans in the fourth quarter. In Europe, although the European Central Bank announced on September 10 that it would slow down the pace of PEPP bond purchases in the fourth quarter, it will still maintain the potential scale of 1.85 trillion euros unchanged. 3) At the time point, with the completion of the disclosure of the interim report, the current market has once again entered a performance window period, and the expectation of policy relaxation is superimposed, and the market risk appetite is increasing. At the same time, President Xi had a phone call with US President Biden last week at request, which is also conducive to increasing the risk appetite of foreign investors for Chinese assets.</p><p><b>--For trading players, in a market where a hundred flowers bloom, it is recommended to seize the poor expectations and flexibly grasp the structural hot spots. For configuration-oriented players, it is recommended to continue to focus on the long-term and actively deploy around the general direction of science and technology innovation and the new needs driven by it:</b>1) Science and technology innovation is in the ascendant, taking advantage of the bumps behind the \"top of the bottom\" to lay out long-term cost-effective \"small and beautiful\", \"specialized, special and new\" and \"little giants\" of science and technology innovation. The \"hard technology\" attribute it represents can best adapt to the current background of the Sino-US game, the urgent need to improve technological competitiveness, and get rid of the \"stuck neck\" dilemma. At the same time, the capital aspect has changed from incremental entry to stock game. The era of \"mindless buying leaders\" has passed, and the market aesthetics is shifting from ROE to G. High growth rate and high prosperity will become the core of institutional aesthetics. \"Specialization\" \"Jing, special and new\" and the Science and Technology Innovation Board, as the sectors with the highest growth rate in the entire market, will become the preferred directions to overcome \"involution\". 2) With the spread of the scientific and technological innovation market, traditional fields such as cyclical industries that can embrace manufacturing upgrades, technology, and dual-carbon era are also facing revaluation in valuation and profitability. Focus on steel, aluminum, copper, chemicals, cement, securities firms and other sectors that serve the needs of scientific and technological innovation, have new α logic, and embrace new technological empowerment. 3) In those areas where fundamentals are not very bright, lay out assets that will turn around in the second half of the year in advance, and steadily grow in the direction of \"new infrastructure\", including small household appliances, automobiles, machinery, and leaders in consumer segments.</p><p><b>--Investment strategy: embrace the long-term, embrace the general direction, and play the short with the long. Continue to lay out the core main line of high-quality growth represented by \"specialization, specialization and innovation\" and \"little giant\" of science and technology innovation on dips.</b>1) High-end manufacturing (semiconductor industry chain, military industry chain, etc.), 2) New energy chain (new energy materials, lithium battery equipment, new energy vehicle industry chain, intelligent driving, etc.), 3) AIoT (computers, communications, electronics, 4) Life sciences (biomedicine, medical devices, medical services, seeds, etc.).</p><p><b>A-share market review this week</b></p><p><img src=\"https://static.tigerbbs.com/13071928fe3eeb6151dd5ce85bc6c855\" tg-width=\"1080\" tg-height=\"405\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/69ba9b865b341e29205bbb6185a02cbc\" tg-width=\"1080\" tg-height=\"406\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/50eb477d5780e2d8336af02294a958b1\" tg-width=\"1080\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p><p><b>A-share capital tracking</b></p><p><img src=\"https://static.tigerbbs.com/f33f9f6887e315296989199286714530\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/71dfe6b49cefe41574a2536cb10f5c76\" tg-width=\"1080\" tg-height=\"398\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a6ea75c24764a8265c984bb443603886\" tg-width=\"1080\" tg-height=\"418\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a5d294ded9d090e98cbcaf4388165aab\" tg-width=\"1080\" tg-height=\"413\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/247f4082b8df088496f39cd90650f750\" tg-width=\"1080\" tg-height=\"428\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/474c012d2d5eb83e71126cefcbae1004\" tg-width=\"1080\" tg-height=\"419\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/59adf5d792210fc726493a9861df8ab7\" tg-width=\"1080\" tg-height=\"421\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/bb2a7d4758017515b7167b8c82cf0c75\" tg-width=\"1080\" tg-height=\"455\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/60af3d869f451c91dbfd98cf111af778\" tg-width=\"1080\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><b>A-share earnings and valuation</b></p><p><img src=\"https://static.tigerbbs.com/904398a8e2d5c55af5fc7cdbb22cb485\" tg-width=\"1080\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c200d190f7e6d85bb50b1cbce1558bd6\" tg-width=\"1080\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/709795eb203c094f43d766f3ce9acef5\" tg-width=\"1080\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></p><p><b>Overseas market tracking</b></p><p><img src=\"https://static.tigerbbs.com/33936cc9cfcb6aae21cfd24bc13bebef\" tg-width=\"1080\" tg-height=\"378\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a396dc75e119b4f7f05cfc27d3270440\" tg-width=\"1080\" tg-height=\"446\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6fc496e65ba7e0aec1dcf90e417cf750\" tg-width=\"1080\" tg-height=\"420\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ee9e81e6df73399f2375e00440fc8cd2\" tg-width=\"1080\" tg-height=\"448\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/054f9b313e1bb6999ea74c6b36b4eb79\" tg-width=\"1080\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning</b></p><p><b>Pay attention to the global capital return to the United States exceeding expectations, and the Sino-US game exceeding expectations.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/3qKDuGqsRbyXwpX6Y6xJcQ\">尧望后势</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/3qKDuGqsRbyXwpX6Y6xJcQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198332081","content_text":"核心观点\n回顾：2021年4月以来，我们看多市场，布局“百周年”行情，板块配置上强调科创长牛，科创板行情。此后近半年，创业板指、科创板等新兴成长方向持续领涨。7月中旬开始，我们前瞻提示“夏日避暑”、“科创进入颠簸布局期”，之后市场如期震荡、分化、扩散。8月以来，我们反复强调“不存在系统性风险”、“市场将进入百花齐放”，当前百花齐放如期演绎。\n展望：“夏日避暑”、“颠簸期”后，百花齐放如期演绎。A股行情加速，风险偏好持续提升。对于交易型选手，建议抓住预期差、灵活把握结构热点。对于配置型选手，建议继续立足长期，围绕科创大方向及其拉动下的新需求积极布局。\n“夏日避暑”、“颠簸期”后，百花齐放如期演绎。二季度，市场持续聚焦在新能源、半导体、军工、科创等高景气赛道，带来相关板块趋势性的上涨和资金的集中流入，其交易拥挤度也在7月一度达到历史最高位。因此，我们提出“夏日避暑防过热”，并判断资金将逐步从这些板块扩散、外溢。而在7、8月市场大幅波动、投资者担忧情绪最浓之际，我们又反复强调，当前市场并非2018年，并无系统性风险。存量资金不会系统性降仓位，而是在各个板块中来回涌动，带领市场进入百花齐放。当前，市场热点扩散、各板块轮番向上，百花齐放如期演绎：无论煤炭、有色、钢铁等资源品，还是基建地产等大盘蓝筹，亦或券商等高β板块，还有中证1000等小盘指数，乃至受政策冲击、年初以来调整较多的消费板块，都有所表现，港股也自底部区域有所反弹。\nA股行情加速，风险偏好持续提升。百花齐放之下，市场已从颠簸期中走出。随着前期利空影响进一步消退，叠加政策宽松持续加码，A股已由先抑走向后扬：1）货币已然宽松，后续财政、信贷也有望发力，政策放松的方向明确。9月6日刘鹤副总理表示“适度超前进行基础设施建设”。9月7日，央行副行长潘功胜表示中国的货币政策仍然处于常态化货币政策区间，货币政策空间比较大。9月9日，央行按照国常会部署，宣布新增3000亿元支小再贷款额度，并在今年剩余4个月之内以优惠利率发放。2）海外也不存在系统性风险。美联储预期引导相对充分，市场对于Taper的担忧基本缓和，并且美国四季度预计至少还有5500亿美元基建计划落地。欧洲方面，9月10日欧央行尽管宣布将放缓四季度PEPP购债速度，但仍将维持1.85万亿欧元潜在规模不变。3）时间点上，随着中报披露完毕，当前市场再度进入业绩空窗期，叠加政策放松预期，市场风险偏好正在提升。同时，上周习主席应约同美国总统拜登通电话，也有利于提升外资对中国资产的风险偏好。\n对于交易型选手，在百花齐放的市场中，建议抓住预期差、灵活把握结构热点。对于配置型选手，建议继续立足长期，围绕科创大方向及其拉动下的新需求积极布局：1）科创长牛方兴未艾，利用“底部的顶部”后的颠簸，布局长期性价比高的“小而美”、“专精特新”与科创“小巨人”。其代表的“硬科技”属性最能顺应当前中美博弈、迫切提升科技竞争力、摆脱“卡脖子”困境的时代大背景。与此同时，资金面由增量入场转为存量博弈，“无脑买龙头”的时代已过去，市场审美正从ROE转向G，高增速、高景气将成为机构审美的核心，“专精特新”与科创板作为全市场增速最高的板块，将成为战胜“内卷”的优选方向。2）科创行情扩散之中，能够拥抱制造业升级、拥抱科技、拥抱双碳时代的周期行业等传统领域，估值和盈利也正面临重估。重点关注服务科创需求、有新的α逻辑、拥抱新的科技赋能的钢铁、铝、铜、化工、水泥、券商等板块。3）那些基本面不太亮丽领域，提前布局下半年有转机的资产，稳增长“新基建”方向，包括，小家电、汽车、机械，也包括消费细分行业龙头。\n投资策略：拥抱长期、拥抱大方向，以长打短。继续逢低布局以“专精特新”与科创“小巨人”为代表的优质成长核心主线。1）高端制造（半导体产业链、军工产业链等），2）新能源链条（新能源材料、锂电设备、新能源车产业链、智能驾驶等）， 3）AIoT（计算机、通信、电子），4）生命科学（生物医药、医疗器械、医疗服务、种子等）。\n风险提示：关注全球资本回流美国超预期，中美博弈超预期等。\n报告正文\n百花齐放如期演绎，行情加速\n回顾：2021年4月以来，我们看多市场，布局“百周年”行情，板块配置上强调科创长牛，科创板行情。此后近半年，创业板指、科创板等新兴成长方向持续领涨。7月中旬开始，我们前瞻提示“夏日避暑”、“科创进入颠簸布局期”，之后市场如期震荡、分化、扩散。8月以来，我们反复强调“不存在系统性风险”、“市场将进入百花齐放”，当前百花齐放如期演绎。\n展望：“夏日避暑”、“颠簸期”后，百花齐放如期演绎。A股行情加速，风险偏好持续提升。对于交易型选手，建议抓住预期差、灵活把握结构热点。对于配置型选手，建议继续立足长期，围绕科创大方向及其拉动下的新需求积极布局。\n——“夏日避暑”、“颠簸期”后，百花齐放如期演绎。二季度，市场持续聚焦在新能源、半导体、军工、科创等高景气赛道，带来相关板块趋势性的上涨和资金的集中流入，其交易拥挤度也在7月一度达到历史最高位。因此，我们提出“夏日避暑防过热”，并判断资金将逐步从这些板块扩散、外溢。而在7、8月市场大幅波动、投资者担忧情绪最浓之际，我们又反复强调，当前市场并非2018年，并无系统性风险。存量资金不会系统性降仓位，而是在各个板块中来回涌动，带领市场进入百花齐放。当前，市场热点扩散、各板块轮番向上，百花齐放如期演绎：无论煤炭、有色、钢铁等资源品，还是基建地产等大盘蓝筹，亦或券商等高β板块，还有中证1000等小盘指数，乃至受政策冲击、年初以来调整较多的消费板块，都有所表现，港股也自底部区域有所反弹。\n——A股行情加速，风险偏好持续提升。百花齐放之下，市场已从颠簸期中走出。随着前期利空影响进一步消退，叠加政策宽松持续加码，A股已由先抑走向后扬：1）货币已然宽松，后续财政、信贷也有望发力，政策放松的方向明确。9月6日刘鹤副总理表示“适度超前进行基础设施建设”。9月7日，央行副行长潘功胜表示中国的货币政策仍然处于常态化货币政策区间，货币政策空间比较大。9月9日，央行按照国常会部署，宣布新增3000亿元支小再贷款额度，并在今年剩余4个月之内以优惠利率发放。2）海外也不存在系统性风险。美联储预期引导相对充分，市场对于Taper的担忧基本缓和，并且美国四季度预计至少还有5500亿美元基建计划落地。欧洲方面，9月10日欧央行尽管宣布将放缓四季度PEPP购债速度，但仍将维持1.85万亿欧元潜在规模不变。3）时间点上，随着中报披露完毕，当前市场再度进入业绩空窗期，叠加政策放松预期，市场风险偏好正在提升。同时，上周习主席应约同美国总统拜登通电话，也有利于提升外资对中国资产的风险偏好。\n——对于交易型选手，在百花齐放的市场中，建议抓住预期差、灵活把握结构热点。对于配置型选手，建议继续立足长期，围绕科创大方向及其拉动下的新需求积极布局：1）科创长牛方兴未艾，利用“底部的顶部”后的颠簸，布局长期性价比高的“小而美”、“专精特新”与科创“小巨人”。其代表的“硬科技”属性最能顺应当前中美博弈、迫切提升科技竞争力、摆脱“卡脖子”困境的时代大背景。与此同时，资金面由增量入场转为存量博弈，“无脑买龙头”的时代已过去，市场审美正从ROE转向G，高增速、高景气将成为机构审美的核心，“专精特新”与科创板作为全市场增速最高的板块，将成为战胜“内卷”的优选方向。2）科创行情扩散之中，能够拥抱制造业升级、拥抱科技、拥抱双碳时代的周期行业等传统领域，估值和盈利也正面临重估。重点关注服务科创需求、有新的α逻辑、拥抱新的科技赋能的钢铁、铝、铜、化工、水泥、券商等板块。3）那些基本面不太亮丽领域，提前布局下半年有转机的资产，稳增长“新基建”方向，包括，小家电、汽车、机械，也包括消费细分行业龙头。\n——投资策略：拥抱长期、拥抱大方向，以长打短。继续逢低布局以“专精特新”与科创“小巨人”为代表的优质成长核心主线。1）高端制造（半导体产业链、军工产业链等），2）新能源链条（新能源材料、锂电设备、新能源车产业链、智能驾驶等）， 3）AIoT（计算机、通信、电子），4）生命科学（生物医药、医疗器械、医疗服务、种子等）。\n本周A股市场回顾\n\nA股资金面跟踪\n\nA股盈利与估值\n\n海外市场跟踪\n\n风险提示\n关注全球资本回流美国超预期，中美博弈超预期等。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814362790,"gmtCreate":1630766212110,"gmtModify":1676530392125,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/814362790","repostId":"2164331806","repostType":4,"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}