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ruan_7128
12-15 21:25
$微型铜2605(MHG2605)$
捞到一条小黄鱼
ruan_7128
12-15 07:48
$英伟达(NVDA)$
中国已宣布不会购买英伟达的H200芯片[开心] [强]
ruan_7128
12-13
$微型罗素2000指数2603(MRTY2603)$
小虾米
ruan_7128
12-12
$微型铜2605(MHG2605)$
又捞到一条小黄鱼
ruan_7128
12-12
$微型铜2605(MHG2605)$
又是个小虾米
ruan_7128
12-11
那就继续降息吧
美国上周初请失业金人数突现“跳涨”,创疫情来最大单周增幅
ruan_7128
12-11
$1盎司黄金2602(1OZ2602)$
等了一天了,也只捞到了小虾米
ruan_7128
12-11
$微型铜2605(MHG2605)$
ruan_7128
12-10
$微白银主连 2603(SILmain)$
明天就是降息日了,估计还会再上冲一波,准备做空!
ruan_7128
12-10
回购力度不够,继续下跌
小米集团:12月10日斥资约1亿港元回购240万股B类股份
ruan_7128
12-10
白银还会继续上冲,到了金银比58再说
ruan_7128
12-10
白银还会继续上冲,到了金银比58再说
ruan_7128
12-10
$微型铜2605(MHG2605)$
捞到了一条中等大小的黄鱼
ruan_7128
12-10
$微型铜2605(MHG2605)$
今天早上总算捞到一条小黄鱼
ruan_7128
12-09
解禁,是个好事情,说明美国政府的态度有所好转,对于英伟达来说也是个绝对利好,但要看中国市的认购量,英伟达芯片还有个“后门”,这要看我们科技部门的认可程度了,对于进口芯片,国家也是有规定的。
ruan_7128
12-09
越回购越跌,继续增加回购才行
小米集团:12月9日斥资约2.97亿港元回购720万股B类股份
ruan_7128
12-09
$微型铜2605(MHG2605)$
又来了一个小虾米
ruan_7128
12-09
$英伟达(NVDA)$
H200芯片的性能算法的确要高许多,但芯片的后门是个致命的功能,即便是现在白宫放宽出口,大陆在一些重要的项目上仍不会使用。
ruan_7128
12-09
降息0.25个基点已经是板上钉钉的,关键是后面的讲话,对于鲍威尔讲什么,是偏鸽还是鹰都已无关紧要了,到是特朗普指定的美联储接班人的讲话份量更足点,看看明年1月份是否还能继续降息。
ruan_7128
12-09
$微型铜2605(MHG2605)$
又捞到一个小虾米
去老虎APP查看更多动态
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[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/510948045574176","isVote":1,"tweetType":1,"viewCount":2329,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"287752767909802","authorId":"287752767909802","name":"喷着气的红色小拖拉机","avatar":"https://static.laohu8.com/6c13c48bb75002b1470312bc08fa7352","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"287752767909802","idStr":"287752767909802"},"content":"这个中国是指谁?","text":"这个中国是指谁?","html":"这个中国是指谁?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510130357764952,"gmtCreate":1765556471033,"gmtModify":1765556482876,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/FUT/MHG2605\">$微型铜2605(MHG2605)$ </a> 又捞到一条小黄鱼","listText":"<a href=\"https://laohu8.com/FUT/MHG2605\">$微型铜2605(MHG2605)$ </a> 又捞到一条小黄鱼","text":"$微型铜2605(MHG2605)$ 又捞到一条小黄鱼","images":[{"img":"https://static.tigerbbs.com/a61e473b0d191be41e3da8627af28d00","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510102024291128","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":509981423006496,"gmtCreate":1765520052031,"gmtModify":1765520064334,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MHG2605\">$微型铜2605(MHG2605)$ </a> 又是个小虾米","listText":"<a href=\"https://laohu8.com/FUT/MHG2605\">$微型铜2605(MHG2605)$ </a> 又是个小虾米","text":"$微型铜2605(MHG2605)$ 又是个小虾米","images":[{"img":"https://static.tigerbbs.com/86b9860767b1f62c69423db3250b2a49","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509981423006496","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":509640162521336,"gmtCreate":1765461807346,"gmtModify":1765461809540,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"那就继续降息吧","listText":"那就继续降息吧","text":"那就继续降息吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509640162521336","repostId":"1184843702","repostType":4,"repost":{"id":"1184843702","kind":"news","pubTimestamp":1765459849,"share":"https://www.laohu8.com/m/news/1184843702?lang=zh_CN&edition=full","pubTime":"2025-12-11 21:30","market":"us","language":"zh","title":"美国上周初请失业金人数突现“跳涨”,创疫情来最大单周增幅","url":"https://stock-news.laohu8.com/highlight/detail?id=1184843702","media":"智通财经网","summary":"10月全美裁员规模创下2023年初以来的新高。","content":"<html><head></head><body><p>美国劳工部周四发布的数据显示,在感恩节假期当周初请失业金人数大幅回落之后,上周该数据出现激增,创下新冠疫情暴发以来的最大单周涨幅。</p><p style=\"text-align: justify;\"><strong>截至12月6日当周,美国初请失业金人数增加4.4万人,升至23.6万人。这一幅度刷新2020年3月以来的峰值,而此前一周该数据刚刚触及三年多以来的最低点。这一数值超出市场预期的22万。</strong></p><p style=\"text-align: justify;\">据了解,初请失业金人数通常在节假日前后波动较大,预计这一趋势将持续至年底。不过,本周公布的数据已处于2025年以来的高位区间。近几周,百事可乐、惠普等企业相继公布裁员计划,10月全美裁员规模更是创下2023年初以来的新高。</p><p style=\"text-align: justify;\">作为平滑短期波动的关键指标,上周初请失业金人数四周移动平均值微升至21.675万人;截至11月30日(含感恩节假期)当周续请失业金人数183.8万人,市场预期为194.7万人。</p><p style=\"text-align: justify;\">近几个月来,劳动力市场的疲软预期持续压制消费者信心。密歇根大学12月初步调查结果显示,多数受访者预计未来一年美国失业率将走高。</p><p style=\"text-align: justify;\">美联储官员在周三召开的议息会议上,连续第三次宣布降息,以支撑美联储主席鲍威尔口中“逐渐降温”的劳动力市场。尽管相较于9月的经济预期,美联储并未上调明年失业率预测值,但鲍威尔直言,当前就业市场面临“显著”下行风险。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国上周初请失业金人数突现“跳涨”,创疫情来最大单周增幅</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{ 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href=\"https://www.zhitongcaijing.com/content/detail/1380615.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/1380615.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1184843702","content_text":"美国劳工部周四发布的数据显示,在感恩节假期当周初请失业金人数大幅回落之后,上周该数据出现激增,创下新冠疫情暴发以来的最大单周涨幅。截至12月6日当周,美国初请失业金人数增加4.4万人,升至23.6万人。这一幅度刷新2020年3月以来的峰值,而此前一周该数据刚刚触及三年多以来的最低点。这一数值超出市场预期的22万。据了解,初请失业金人数通常在节假日前后波动较大,预计这一趋势将持续至年底。不过,本周公布的数据已处于2025年以来的高位区间。近几周,百事可乐、惠普等企业相继公布裁员计划,10月全美裁员规模更是创下2023年初以来的新高。作为平滑短期波动的关键指标,上周初请失业金人数四周移动平均值微升至21.675万人;截至11月30日(含感恩节假期)当周续请失业金人数183.8万人,市场预期为194.7万人。近几个月来,劳动力市场的疲软预期持续压制消费者信心。密歇根大学12月初步调查结果显示,多数受访者预计未来一年美国失业率将走高。美联储官员在周三召开的议息会议上,连续第三次宣布降息,以支撑美联储主席鲍威尔口中“逐渐降温”的劳动力市场。尽管相较于9月的经济预期,美联储并未上调明年失业率预测值,但鲍威尔直言,当前就业市场面临“显著”下行风险。","news_type":1,"symbols_score_info":{"YMmain":1,"ESmain":1,"NQmain":1}},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509614124646840,"gmtCreate":1765455453261,"gmtModify":1765455466044,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a 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明天就是降息日了,估计还会再上冲一波,准备做空!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/509261705392360","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000525","authorId":"9000000000000525","name":"JuliusGoldsmith","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000525","idStr":"9000000000000525"},"content":"空头大军+1,坐等大瀑布!","text":"空头大军+1,坐等大瀑布!","html":"空头大军+1,坐等大瀑布!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509258288406560,"gmtCreate":1765363277697,"gmtModify":1765363280588,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"回购力度不够,继续下跌","listText":"回购力度不够,继续下跌","text":"回购力度不够,继续下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509258288406560","repostId":"1198518002","repostType":4,"repost":{"id":"1198518002","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1765361030,"share":"https://www.laohu8.com/m/news/1198518002?lang=zh_CN&edition=full","pubTime":"2025-12-10 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href=\"https://laohu8.com/S/01810\">小米集团-W</a> :12月10日斥资约1亿港元回购240万股B类股份,每股回购价格为41.82港元-41.92港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00ea41cbcf320154282d5f673adeab43\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198518002","content_text":"小米集团-W 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href=\"https://laohu8.com/S/01810\">小米集团-W</a> :12月9日斥资约2.97亿港元回购720万股B类股份,每股回购价格为41.08港元-41.36港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/700b7b637525927a41119225a87d76ae\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120256681","content_text":"小米集团-W 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[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/510948045574176","isVote":1,"tweetType":1,"viewCount":2329,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"287752767909802","authorId":"287752767909802","name":"喷着气的红色小拖拉机","avatar":"https://static.laohu8.com/6c13c48bb75002b1470312bc08fa7352","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"287752767909802","idStr":"287752767909802"},"content":"这个中国是指谁?","text":"这个中国是指谁?","html":"这个中国是指谁?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509261705392360,"gmtCreate":1765364036800,"gmtModify":1765364039065,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SILmain\">$微白银主连 2603(SILmain)$ </a> 明天就是降息日了,估计还会再上冲一波,准备做空!","listText":"<a href=\"https://laohu8.com/FUT/SILmain\">$微白银主连 2603(SILmain)$ </a> 明天就是降息日了,估计还会再上冲一波,准备做空!","text":"$微白银主连 2603(SILmain)$ 明天就是降息日了,估计还会再上冲一波,准备做空!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/509261705392360","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000525","authorId":"9000000000000525","name":"JuliusGoldsmith","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000525","idStr":"9000000000000525"},"content":"空头大军+1,坐等大瀑布!","text":"空头大军+1,坐等大瀑布!","html":"空头大军+1,坐等大瀑布!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466866991317256,"gmtCreate":1754998184435,"gmtModify":1754998186537,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"许家印被抓已经几年了,恒大的股票还不进行清算,纳闷!","listText":"许家印被抓已经几年了,恒大的股票还不进行清算,纳闷!","text":"许家印被抓已经几年了,恒大的股票还不进行清算,纳闷!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/466866991317256","repostId":"1181187088","repostType":4,"repost":{"id":"1181187088","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1754997775,"share":"https://www.laohu8.com/m/news/1181187088?lang=zh_CN&edition=full","pubTime":"2025-08-12 19:22","market":"hk","language":"zh","title":"中国恒大:将于8月25日上午9时起取消上市地位","url":"https://stock-news.laohu8.com/highlight/detail?id=1181187088","media":"老虎资讯综合","summary":"清盘人将继续有序地保全及变现集团资产。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/03333\">中国恒大</a> 在港交所公告,于2025年8月8日,本公司收到联交所发出的信函,表示基于本公司未能满足联交所对其施加的复牌指引中的任何要求,且股份一直暂停买卖并未于2025年7月28日之前恢复买卖,联交所的上市委员会根据上市规则第6.01A条已决定取消本公司的上市地位。<strong>股份上市的最后一天为2025年8月22日,并将于2025年8月25日上午九时起取消股份上市地位。</strong>本公司无意就上市委员会作出取消上市地位的决定申请复核。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/553d1f90d53a8a84ff4566bc5a49ce11\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>“靴子终将落地,对于中国恒大被除牌退市,市场上普遍具有心理预期,可以说是一个必然结果。”一位熟悉香港上市规则的业内专家介绍说,根据香港《上市规则》中“快速除牌”机制规定,若主板公司的证券连续停牌18个月,香港联交所可取消有关公司的上市地位。上市公司须在停牌后18个月内满足复牌指引要求,方可向香港联交所申请恢复股票交易。</p><p>中国恒大自2024年1月29日被香港高等法院颁令清盘起停牌,复牌期限已于2025年7月28日届满,由于无法满足复牌指引要求的条件,最终被除牌无可避免。</p><p>上述专家分析指出,可以看到,这些年香港资本市场正呈现加速新陈代谢的特征,数据显示,2018年至2025年6月底,香港主板上市公司中强制除牌的数量累计达167家,其中2022年至2024年平均每年有30多家,今年上半年有10家。将一些不再符合上市条件的公司及时清理出市场,有利于港股市场的健康发展。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国恒大:将于8月25日上午9时起取消上市地位</title>\n<style 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href=\"https://laohu8.com/S/03333\">中国恒大</a> 在港交所公告,于2025年8月8日,本公司收到联交所发出的信函,表示基于本公司未能满足联交所对其施加的复牌指引中的任何要求,且股份一直暂停买卖并未于2025年7月28日之前恢复买卖,联交所的上市委员会根据上市规则第6.01A条已决定取消本公司的上市地位。<strong>股份上市的最后一天为2025年8月22日,并将于2025年8月25日上午九时起取消股份上市地位。</strong>本公司无意就上市委员会作出取消上市地位的决定申请复核。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/553d1f90d53a8a84ff4566bc5a49ce11\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>“靴子终将落地,对于中国恒大被除牌退市,市场上普遍具有心理预期,可以说是一个必然结果。”一位熟悉香港上市规则的业内专家介绍说,根据香港《上市规则》中“快速除牌”机制规定,若主板公司的证券连续停牌18个月,香港联交所可取消有关公司的上市地位。上市公司须在停牌后18个月内满足复牌指引要求,方可向香港联交所申请恢复股票交易。</p><p>中国恒大自2024年1月29日被香港高等法院颁令清盘起停牌,复牌期限已于2025年7月28日届满,由于无法满足复牌指引要求的条件,最终被除牌无可避免。</p><p>上述专家分析指出,可以看到,这些年香港资本市场正呈现加速新陈代谢的特征,数据显示,2018年至2025年6月底,香港主板上市公司中强制除牌的数量累计达167家,其中2022年至2024年平均每年有30多家,今年上半年有10家。将一些不再符合上市条件的公司及时清理出市场,有利于港股市场的健康发展。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"03333":"中国恒大"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181187088","content_text":"中国恒大 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[抠鼻]","text":"你的甘老师自己都多少打脸预测了还甘老师呢 [抠鼻]","html":"你的甘老师自己都多少打脸预测了还甘老师呢 [抠鼻]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496817374363696,"gmtCreate":1762316630877,"gmtModify":1762316642850,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/1OZ2512\">$1盎司黄金2512(1OZ2512)$ </a> 又是个小虾米","listText":"<a href=\"https://laohu8.com/FUT/1OZ2512\">$1盎司黄金2512(1OZ2512)$ </a> 又是个小虾米","text":"$1盎司黄金2512(1OZ2512)$ 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小米都丢了。","text":"看样子是管不住了,连这里主场的舆论阵地 小米都丢了。","html":"看样子是管不住了,连这里主场的舆论阵地 小米都丢了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324209908465888,"gmtCreate":1720182000920,"gmtModify":1720212750068,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 不看好苹果,更不看好台积电,你们的核心芯片很快就会被中国的量子芯片所取代,在5G设备上,中国的核心芯片都是自产的,在5.5G上,中国更是遥遥领先,看着吧,中国有能力甩开三星、台积电、英伟达,看谁能笑到最后。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 不看好苹果,更不看好台积电,你们的核心芯片很快就会被中国的量子芯片所取代,在5G设备上,中国的核心芯片都是自产的,在5.5G上,中国更是遥遥领先,看着吧,中国有能力甩开三星、台积电、英伟达,看谁能笑到最后。","text":"$台积电(TSM)$ 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5G芯片占台积电的芯片收入是多少?全被国产替代,会使得台积电营收有多少损失?"},{"author":{"id":"3543042990109439","authorId":"3543042990109439","name":"牛牛小杰","avatar":"https://static.tigerbbs.com/9555456588bb28e2309bd82183628420","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3543042990109439","idStr":"3543042990109439"},"content":"这样的认知还能来老虎炒美股[笑哭]","text":"这样的认知还能来老虎炒美股[笑哭]","html":"这样的认知还能来老虎炒美股[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377059994747304,"gmtCreate":1733097845608,"gmtModify":1733097848000,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"美国地大人少,在中国看看,随便一个小镇都有川流不息的人群在走动,而且也没按照交通规则行走,即便是北上广深的大城市,也有许多人行走在行车道上,如果遇到暴走团,那整个行车道都会被占用,智能驾驶在其他国家或许能成功,在中国估计会是寸步难行。","listText":"美国地大人少,在中国看看,随便一个小镇都有川流不息的人群在走动,而且也没按照交通规则行走,即便是北上广深的大城市,也有许多人行走在行车道上,如果遇到暴走团,那整个行车道都会被占用,智能驾驶在其他国家或许能成功,在中国估计会是寸步难行。","text":"美国地大人少,在中国看看,随便一个小镇都有川流不息的人群在走动,而且也没按照交通规则行走,即便是北上广深的大城市,也有许多人行走在行车道上,如果遇到暴走团,那整个行车道都会被占用,智能驾驶在其他国家或许能成功,在中国估计会是寸步难行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":2,"link":"https://laohu8.com/post/377059994747304","repostId":"1133466119","repostType":4,"repost":{"id":"1133466119","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1733096899,"share":"https://www.laohu8.com/m/news/1133466119?lang=zh_CN&edition=full","pubTime":"2024-12-02 07:48","market":"us","language":"zh","title":"特斯拉开始推出FSD最新版本V13.2","url":"https://stock-news.laohu8.com/highlight/detail?id=1133466119","media":"老虎资讯综合","summary":"12月2日讯,当地时间周六(11月30日),$特斯拉(TSLA)$终于发布了其“完全自动驾驶”软件的最新版本FSD V13.2。虽然几乎错过了此前承诺的感恩节最后期限,但总算在11月份结束前交付,这标志着特斯拉AI团队的又一次重大胜利。特斯拉首先开始向早期访问测试人员推送FSD V13.2,如果没有发现重大问题,将在未来几周内开始在越来越多的车辆上推出。假设一切顺利,到圣诞节时可能会向大多数车主推送。","content":"<html><head></head><body><p>12月2日,当地时间周六(11月30日),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>终于发布了其“完全自动驾驶”软件的最新版本FSD V13.2。虽然几乎错过了此前承诺的感恩节的最后期限,但总算在11月份结束前交付了它,这标志着特斯拉人工智能团队的又一次重大胜利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab800b4159e5184d05df2f2ada03b73f\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p style=\"text-align: start;\">特斯拉首先开始向早期访问测试人员推送FSD V13.2,他们通常比其他人更早接触到最新版本。他们相当于特斯拉值得信赖的测试人员,他们不运行内部构建,他们能够捕捉特斯拉相当广泛的安全培训套件之外的更多场景。</p><p style=\"text-align: start;\">如果没有发现重大问题,特斯拉将在未来几周内开始在越来越多的车辆上缓慢推出。假设这一版本一切顺利,到圣诞节时它可能会向大多数车主推送。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉开始推出FSD最新版本V13.2</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{ 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class=\"title\">\n特斯拉开始推出FSD最新版本V13.2\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-02 07:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月2日,当地时间周六(11月30日),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>终于发布了其“完全自动驾驶”软件的最新版本FSD V13.2。虽然几乎错过了此前承诺的感恩节的最后期限,但总算在11月份结束前交付了它,这标志着特斯拉人工智能团队的又一次重大胜利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab800b4159e5184d05df2f2ada03b73f\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p style=\"text-align: start;\">特斯拉首先开始向早期访问测试人员推送FSD V13.2,他们通常比其他人更早接触到最新版本。他们相当于特斯拉值得信赖的测试人员,他们不运行内部构建,他们能够捕捉特斯拉相当广泛的安全培训套件之外的更多场景。</p><p style=\"text-align: start;\">如果没有发现重大问题,特斯拉将在未来几周内开始在越来越多的车辆上缓慢推出。假设这一版本一切顺利,到圣诞节时它可能会向大多数车主推送。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133466119","content_text":"12月2日,当地时间周六(11月30日),特斯拉终于发布了其“完全自动驾驶”软件的最新版本FSD V13.2。虽然几乎错过了此前承诺的感恩节的最后期限,但总算在11月份结束前交付了它,这标志着特斯拉人工智能团队的又一次重大胜利。特斯拉首先开始向早期访问测试人员推送FSD V13.2,他们通常比其他人更早接触到最新版本。他们相当于特斯拉值得信赖的测试人员,他们不运行内部构建,他们能够捕捉特斯拉相当广泛的安全培训套件之外的更多场景。如果没有发现重大问题,特斯拉将在未来几周内开始在越来越多的车辆上缓慢推出。假设这一版本一切顺利,到圣诞节时它可能会向大多数车主推送。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":3813,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557294228267354","authorId":"3557294228267354","name":"MG黄","avatar":"https://static.tigerbbs.com/a9c36c5387bb33035d77f7388dcdef28","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3557294228267354","idStr":"3557294228267354"},"content":"没念过书?","text":"没念过书?","html":"没念过书?"},{"author":{"id":"4185342768207242","authorId":"4185342768207242","name":"苏苏喂苏苏","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4185342768207242","idStr":"4185342768207242"},"content":"tsl多次想要获取到国内的辅助驾驶数据都被拒绝(包括但不限于一部分敏感信息成分考量),目的就是为了增强其在更复杂环境下的优化视觉算法和决策控制。经实车对比,在深圳某道路等级为3的一般街区路段行驶,多次在转弯处打灯转向路遇行人,特斯拉直接刹停等待操作,问界在短暂刹停避让行人后丝滑转向继续行驶。 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又捞到一个小虾米,还没出手,再等等看。","images":[{"img":"https://static.tigerbbs.com/6e44512a1127cbc8a4b7212107d918b1","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/473746977726504","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"content":"我也买了你说的这个,呵呵保证金低","text":"我也买了你说的这个,呵呵保证金低","html":"我也买了你说的这个,呵呵保证金低"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":200019180306440,"gmtCreate":1689864742542,"gmtModify":1689864743873,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"是该休息一下了!","listText":"是该休息一下了!","text":"是该休息一下了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/200019180306440","repostId":"2352017355","repostType":4,"repost":{"id":"2352017355","kind":"highlight","pubTimestamp":1689852070,"share":"https://www.laohu8.com/m/news/2352017355?lang=zh_CN&edition=full","pubTime":"2023-07-20 19:21","market":"us","language":"zh","title":"美国科技股,纯粹一群疯子","url":"https://stock-news.laohu8.com/highlight/detail?id=2352017355","media":"格隆汇","summary":"羡慕嫉妒恨","content":"<html><head></head><body><p>作者:深鹏</p><p>股民今年的三大错觉,其中一个必不可少:</p><p><strong>美国科技股泡沫严重,要崩!</strong></p><p>好在说了是错觉,如果真的当真,那就硬生生不知要错过多少个小目标?</p><p>进入财报季,美股依然没有半点腐朽资本主义要崩溃的迹象,即使是上半年风声鹤唳的银行股,财报都超出市场预期,如大摩,Q2净利润同比下滑13%,但优于分析师预期的下滑20%,美银Q2营收同比增长11%,至253.3亿美元,小幅超出分析师预期的250.5亿美元,净利息收入增长14%至142亿美元,利润同比增长19%达到74亿美元,每股收益88美分,小幅超出分析师预期的84美分。靠着两大银行股的带动,道琼斯指数当晚被拔高了1%,成功突破了去年底的高位。</p><p>不过,银行股还算小case了,真正的大牛板块,是科技股。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>股价连创历史新高,连马斯克都惊呼“疯狂”。</p><p>今天凌晨(北京时间),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在盘后公布了Q2财报,营收、净利润指标都超出市场预期,不过由于降价太多,毛利率比上季跌了一个点,到18.2%,现金流情况也只有10亿美元,两个指标均不及市场预期。</p><p>特斯拉盘后交易股价受到财报的影响,一度大跌近4个点。</p><p>但实际上,特斯拉的财报表现整体看还是不错的,股价下跌也有之前上涨太大、杀期权等因素影响。虽然数据没有两个月前英伟达般炸裂,但相信经历短暂调整之后,还是有能力给美股科技板块上涨加上一把火。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfe584b7d1909d94f83027dff3414d3b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>因为,美国的科技股,实在太疯狂了。</p><h3 id=\"id_1207342012\">科技股有多疯狂?</h3><p>今年,全球都对高利率下的美国经济增长缺乏信心,但就是在这样的大环境下,美国科技股硬生生造出了一个牛市,而且不是小牛市,而是一个大牛市,甚至可以说以一己之力把整个美国股市带上上涨通道。</p><p>众多的科技股,不管体量大小,都涨出很多个小目标,创历史新高的也不在少数,微软、google、meta、英伟达、特斯拉、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,都是其中的代表。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df56be8a70c9f4d766a23214ebfaa1c9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>当然了,你可以说这都是拜chatGPT引发的人工智能革命的福,但能够创造出这项技术并且开展大规模商业化,那你也得佩服得五体投地,要不然呢?其他国家也可以去引领一下啊,又没有人拦着他们。</p><p>这也揭示了一个简单的市场逻辑:<strong>如果能够占据未来的技术高点,能够创造出巨大的价值,当下的经济好还是不好,其实根本无所谓,资本是愿意为这样的未来买单的。</strong></p><p>如果你只是把眼光局限于现在美国通胀高,利率高,经济衰退风险大,那只能说目光太短浅了。与未来产业革命的星辰大海相比,经济周期显得短暂多了。</p><p>试想一下,1970年代末兴起的计算机革命,绵延至今长达40多年,一路扶摇直上,这个过程中经历了多少经济周期,有多少低谷?</p><p>单单称得上世界级别的,就有1980年代初美国的经济调整、1990年代初的美国经济衰退、97年<a href=\"https://laohu8.com/S/00662\">亚洲金融</a>危机、2000年科技股泡沫破裂、911事件、阿富汗和伊拉克战争、非典、08年金融危机,以及现在的新冠和俄乌战争。</p><p>经济周期是起起落落,但计算机和互联网革命却从未停止增长的脚步。</p><p>这一波人工智能革命已经被公认为可以改变世界,并且会比人类历史上前几次工业革命的价值还要高,如此光明且广阔的未来,也难怪资本市场会如此地趋之若鹜。</p><p>另外,美股科技股货真价实的比较多,最重要的是人家确实是交得出业绩,这点和国内的蹭热点公司有很大差别,所以美股可以一路上涨,而只是纯粹蹭概念的公司,硬不过三个月,大起大落,疯狂过后一地鸡毛,是常态。</p><p>另外,今年的美国科技股大牛市,也有一个前提,那就是去年它们普遍经历了崩盘式的下跌。</p><p>英伟达,从346美元的高位跌至108美元,跌幅68%;特斯拉,从414美元跌至101美元,跌幅76%;最惨的要数meta,从384美元跌至88美元,跌幅接近80%。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、google这些,虽然跌幅没有那么大,但也基本腰斩,只有苹果、微软相对抗跌,不过也蒸发了3-4成。而整个纳斯达克指数,跌幅最大也接近40%。</p><p>实际上,这里有一个不成文的“规律”,就是美股有基本面支撑的大型科技公司,在股灾中跌幅到7成、8成的时候,一般就会见底,这是通过对美股大跌期的统计而得。之所以说不能成文,是因为无法确定下一次是否如此,毕竟决定股价的因素太过复杂,同时市场本身也会不断产生新的因素,单纯依靠过往经验就断定历史重演,未必完全正确。</p><p>我们只是想强调,做投资逆向思维的重要性,如果股价跌幅巨大,需要考虑一下是否会触底反弹,而不是简单地顺着惯性和线性推理。</p><p>这大概就是咱们中国人说的否极泰来吧。</p><p>总的来说,这一波美股科技股大牛市,有两大驱动因素,一方面是对于去年大跌后的修复,另一方面则是人工智能的爆发。如果说去年是双杀,那今年无疑是双击。</p><p>问题是,这股牛市风潮,还能继续下去吗?</p><h3 id=\"id_1421404437\">还能疯下去吗?</h3><p>美股作为成熟且体制机制完善的市场,相对新兴国家而言容易理解和琢磨。</p><p>比如经济是股市的晴雨表,这点在美股就有很大的体现,2020年疫情爆发之后美股疯狂上涨,很多人归结于美联储的大放水,流动性泛滥,但实际上,美联储的钱也并没有全部流入股市,更多的是给美国家庭发钱,让他们在封控条件下依然可以有钱过日子。</p><p>这点虽然说有弊端,比如后来的高通胀,但对于拯救疫情下的美国经济却是立竿见影,<strong>因为美国家庭消费是GDP最大的来源,只要美国家庭还在消费,那宏观经济就没啥问题。</strong></p><p>2020年,美国GDP负增长2.8%,但次年就回到5.9%,剔除低基数影响,实际增长也有3%左右,说发钱让美国经济火热,一点都不为过。要知道,特朗普作为生意人总统,在位期间,没有一年的经济增速达到过3%。当然了,发钱这个事也是他在位期间决策的。</p><p>因此,从宏观层面上看,美股能否继续狂飙,经济基本面是一个比较重要的决定性因素。</p><p>综合最近的美国经济数据看,不管是劳动力市场,还是通胀水平,亦或其他的如PPI、PMI等经济指标,有参差,但韧性依然在。尽管高利率的压制效应正在发挥作用,但并没有想象中强烈,反而显得相对温和,这也重燃了市场对于今年美国经济软着陆的信心。</p><p><strong>所以,只要美国经济不出现大的衰退,美股整体上还是会延续上涨趋势,上涨节奏就取决于未来的经济数据,以及美联储的货币政策。</strong></p><p>至于板块方面,科技股仍然是最热门的,尤其是和人工智能相关的板块。不过,上涨幅度除了各大科技公司的动作,还要看他们的业绩。</p><p>美股很现实,对于业绩决定涨跌的逻辑也很认可。4月份特斯拉来了一个深度调整,5月份英伟达一夜狂飙30%,都是业绩决定的。</p><p>因此,特别是这两个月,关注科技公司的中期业绩,是投资决策最重要的依据。</p><p>从估值上看,美股科技股相对处于合理区间,苹果、微软、google这类巨无霸的PE基本都在30上下,英伟达、特斯拉这类成长性比较充足的估值相对较高,不过业绩高增的确定性做了一定的对冲,除非增长逻辑被证伪,否则要掉下来也不容易。</p><p>拉长时间看,随着人工智能各种技术的演进,以及商业化的扩大,AI概念股依然是最有能力享受市场追捧的板块,而美国相应的概念公司,实力都是摆在那的,没有太大的基本面问题,需要考虑的,是值不值得追高。</p><p>这个,就看各位的风险意识了。因为过去的经验告诉我们,有的股票,你觉得是泡沫,害怕得很,但人家就偏偏涨给你看。</p><h3 id=\"id_2738912095\">唯美股是瞻?</h3><p>讲起美股的今年的大涨,国内股民可能很不是滋味。</p><p>除了去年11月解封之后有过几个月的狂欢,后面就持续地低迷,虽然A股也不乏题材,比如AI、中特估,但如果不是踩中这两个概念的,基本是亏多盈少。</p><p>最基本的因素肯定是经济面,其实美股的指数也是科技股撑起来的,传统的价值股并没有太多表现。区别只是,美国经济基本面似乎正在扭转预期,所以传统价值股也可能正迎来机会,但国内经济基本面就依然压力重重,传统价值股路在何方,谁知道?</p><p>下半年要是寄望于经济面有超预期表现,似乎有困难,只能看上头有什么“特效药”了。不过也并非全是悲观,说不定会有一些概念性的机会,比如AI继续发酵。这个得寄希望于美国那边,技术突破也好,新的AI应用也罢,总之要倒腾出一些资本市场喜欢的概念,这样我们就有了跟随炒作的理由。</p><p>虽然这些年时不时炒作A股独立,中国特色的股市,貌似成功脱离了资本主义世界的束缚,但实际上,国内的概念炒作,基本上还是受美股的影响比较大,作为跟随者的角色并没有根本性的改变。</p><p>就拿AI来说,若不是美国出了个chatGPT,国内AI概念也无从炒起,此前的新能源汽车也是一样,若不是特斯拉爆发,国内的炒作也无从说起。其实,我们自己也很多AI公司,很多新能源公司,但能够牵起巨浪的,始终是美国。</p><p>认清这点其实很重要,因为容易找到“锚”,也容易抄作业。</p><p>说真的,希望美国科技公司们,继续疯下去,千万不要停,并且多多倒腾出一些新的科技概念,因为下半年的炒作,还得靠这帮万恶的资本家。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国科技股,纯粹一群疯子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 19:21 北京时间 <a href=https://www.gelonghui.com/p/625002><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:深鹏股民今年的三大错觉,其中一个必不可少:美国科技股泡沫严重,要崩!好在说了是错觉,如果真的当真,那就硬生生不知要错过多少个小目标?进入财报季,美股依然没有半点腐朽资本主义要崩溃的迹象,即使是上半年风声鹤唳的银行股,财报都超出市场预期,如大摩,Q2净利润同比下滑13%,但优于分析师预期的下滑20%,美银Q2营收同比增长11%,至253.3亿美元,小幅超出分析师预期的250.5亿美元,净...</p>\n\n<a href=\"https://www.gelonghui.com/p/625002\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee8693e4c1020f90549d9470b7220505","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.gelonghui.com/p/625002","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2352017355","content_text":"作者:深鹏股民今年的三大错觉,其中一个必不可少:美国科技股泡沫严重,要崩!好在说了是错觉,如果真的当真,那就硬生生不知要错过多少个小目标?进入财报季,美股依然没有半点腐朽资本主义要崩溃的迹象,即使是上半年风声鹤唳的银行股,财报都超出市场预期,如大摩,Q2净利润同比下滑13%,但优于分析师预期的下滑20%,美银Q2营收同比增长11%,至253.3亿美元,小幅超出分析师预期的250.5亿美元,净利息收入增长14%至142亿美元,利润同比增长19%达到74亿美元,每股收益88美分,小幅超出分析师预期的84美分。靠着两大银行股的带动,道琼斯指数当晚被拔高了1%,成功突破了去年底的高位。不过,银行股还算小case了,真正的大牛板块,是科技股。英伟达和微软股价连创历史新高,连马斯克都惊呼“疯狂”。今天凌晨(北京时间),特斯拉在盘后公布了Q2财报,营收、净利润指标都超出市场预期,不过由于降价太多,毛利率比上季跌了一个点,到18.2%,现金流情况也只有10亿美元,两个指标均不及市场预期。特斯拉盘后交易股价受到财报的影响,一度大跌近4个点。但实际上,特斯拉的财报表现整体看还是不错的,股价下跌也有之前上涨太大、杀期权等因素影响。虽然数据没有两个月前英伟达般炸裂,但相信经历短暂调整之后,还是有能力给美股科技板块上涨加上一把火。因为,美国的科技股,实在太疯狂了。科技股有多疯狂?今年,全球都对高利率下的美国经济增长缺乏信心,但就是在这样的大环境下,美国科技股硬生生造出了一个牛市,而且不是小牛市,而是一个大牛市,甚至可以说以一己之力把整个美国股市带上上涨通道。众多的科技股,不管体量大小,都涨出很多个小目标,创历史新高的也不在少数,微软、google、meta、英伟达、特斯拉、苹果,都是其中的代表。当然了,你可以说这都是拜chatGPT引发的人工智能革命的福,但能够创造出这项技术并且开展大规模商业化,那你也得佩服得五体投地,要不然呢?其他国家也可以去引领一下啊,又没有人拦着他们。这也揭示了一个简单的市场逻辑:如果能够占据未来的技术高点,能够创造出巨大的价值,当下的经济好还是不好,其实根本无所谓,资本是愿意为这样的未来买单的。如果你只是把眼光局限于现在美国通胀高,利率高,经济衰退风险大,那只能说目光太短浅了。与未来产业革命的星辰大海相比,经济周期显得短暂多了。试想一下,1970年代末兴起的计算机革命,绵延至今长达40多年,一路扶摇直上,这个过程中经历了多少经济周期,有多少低谷?单单称得上世界级别的,就有1980年代初美国的经济调整、1990年代初的美国经济衰退、97年亚洲金融危机、2000年科技股泡沫破裂、911事件、阿富汗和伊拉克战争、非典、08年金融危机,以及现在的新冠和俄乌战争。经济周期是起起落落,但计算机和互联网革命却从未停止增长的脚步。这一波人工智能革命已经被公认为可以改变世界,并且会比人类历史上前几次工业革命的价值还要高,如此光明且广阔的未来,也难怪资本市场会如此地趋之若鹜。另外,美股科技股货真价实的比较多,最重要的是人家确实是交得出业绩,这点和国内的蹭热点公司有很大差别,所以美股可以一路上涨,而只是纯粹蹭概念的公司,硬不过三个月,大起大落,疯狂过后一地鸡毛,是常态。另外,今年的美国科技股大牛市,也有一个前提,那就是去年它们普遍经历了崩盘式的下跌。英伟达,从346美元的高位跌至108美元,跌幅68%;特斯拉,从414美元跌至101美元,跌幅76%;最惨的要数meta,从384美元跌至88美元,跌幅接近80%。亚马逊、google这些,虽然跌幅没有那么大,但也基本腰斩,只有苹果、微软相对抗跌,不过也蒸发了3-4成。而整个纳斯达克指数,跌幅最大也接近40%。实际上,这里有一个不成文的“规律”,就是美股有基本面支撑的大型科技公司,在股灾中跌幅到7成、8成的时候,一般就会见底,这是通过对美股大跌期的统计而得。之所以说不能成文,是因为无法确定下一次是否如此,毕竟决定股价的因素太过复杂,同时市场本身也会不断产生新的因素,单纯依靠过往经验就断定历史重演,未必完全正确。我们只是想强调,做投资逆向思维的重要性,如果股价跌幅巨大,需要考虑一下是否会触底反弹,而不是简单地顺着惯性和线性推理。这大概就是咱们中国人说的否极泰来吧。总的来说,这一波美股科技股大牛市,有两大驱动因素,一方面是对于去年大跌后的修复,另一方面则是人工智能的爆发。如果说去年是双杀,那今年无疑是双击。问题是,这股牛市风潮,还能继续下去吗?还能疯下去吗?美股作为成熟且体制机制完善的市场,相对新兴国家而言容易理解和琢磨。比如经济是股市的晴雨表,这点在美股就有很大的体现,2020年疫情爆发之后美股疯狂上涨,很多人归结于美联储的大放水,流动性泛滥,但实际上,美联储的钱也并没有全部流入股市,更多的是给美国家庭发钱,让他们在封控条件下依然可以有钱过日子。这点虽然说有弊端,比如后来的高通胀,但对于拯救疫情下的美国经济却是立竿见影,因为美国家庭消费是GDP最大的来源,只要美国家庭还在消费,那宏观经济就没啥问题。2020年,美国GDP负增长2.8%,但次年就回到5.9%,剔除低基数影响,实际增长也有3%左右,说发钱让美国经济火热,一点都不为过。要知道,特朗普作为生意人总统,在位期间,没有一年的经济增速达到过3%。当然了,发钱这个事也是他在位期间决策的。因此,从宏观层面上看,美股能否继续狂飙,经济基本面是一个比较重要的决定性因素。综合最近的美国经济数据看,不管是劳动力市场,还是通胀水平,亦或其他的如PPI、PMI等经济指标,有参差,但韧性依然在。尽管高利率的压制效应正在发挥作用,但并没有想象中强烈,反而显得相对温和,这也重燃了市场对于今年美国经济软着陆的信心。所以,只要美国经济不出现大的衰退,美股整体上还是会延续上涨趋势,上涨节奏就取决于未来的经济数据,以及美联储的货币政策。至于板块方面,科技股仍然是最热门的,尤其是和人工智能相关的板块。不过,上涨幅度除了各大科技公司的动作,还要看他们的业绩。美股很现实,对于业绩决定涨跌的逻辑也很认可。4月份特斯拉来了一个深度调整,5月份英伟达一夜狂飙30%,都是业绩决定的。因此,特别是这两个月,关注科技公司的中期业绩,是投资决策最重要的依据。从估值上看,美股科技股相对处于合理区间,苹果、微软、google这类巨无霸的PE基本都在30上下,英伟达、特斯拉这类成长性比较充足的估值相对较高,不过业绩高增的确定性做了一定的对冲,除非增长逻辑被证伪,否则要掉下来也不容易。拉长时间看,随着人工智能各种技术的演进,以及商业化的扩大,AI概念股依然是最有能力享受市场追捧的板块,而美国相应的概念公司,实力都是摆在那的,没有太大的基本面问题,需要考虑的,是值不值得追高。这个,就看各位的风险意识了。因为过去的经验告诉我们,有的股票,你觉得是泡沫,害怕得很,但人家就偏偏涨给你看。唯美股是瞻?讲起美股的今年的大涨,国内股民可能很不是滋味。除了去年11月解封之后有过几个月的狂欢,后面就持续地低迷,虽然A股也不乏题材,比如AI、中特估,但如果不是踩中这两个概念的,基本是亏多盈少。最基本的因素肯定是经济面,其实美股的指数也是科技股撑起来的,传统的价值股并没有太多表现。区别只是,美国经济基本面似乎正在扭转预期,所以传统价值股也可能正迎来机会,但国内经济基本面就依然压力重重,传统价值股路在何方,谁知道?下半年要是寄望于经济面有超预期表现,似乎有困难,只能看上头有什么“特效药”了。不过也并非全是悲观,说不定会有一些概念性的机会,比如AI继续发酵。这个得寄希望于美国那边,技术突破也好,新的AI应用也罢,总之要倒腾出一些资本市场喜欢的概念,这样我们就有了跟随炒作的理由。虽然这些年时不时炒作A股独立,中国特色的股市,貌似成功脱离了资本主义世界的束缚,但实际上,国内的概念炒作,基本上还是受美股的影响比较大,作为跟随者的角色并没有根本性的改变。就拿AI来说,若不是美国出了个chatGPT,国内AI概念也无从炒起,此前的新能源汽车也是一样,若不是特斯拉爆发,国内的炒作也无从说起。其实,我们自己也很多AI公司,很多新能源公司,但能够牵起巨浪的,始终是美国。认清这点其实很重要,因为容易找到“锚”,也容易抄作业。说真的,希望美国科技公司们,继续疯下去,千万不要停,并且多多倒腾出一些新的科技概念,因为下半年的炒作,还得靠这帮万恶的资本家。","news_type":1,"symbols_score_info":{".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526094335539021","authorId":"3526094335539021","name":"倒霉蛋蛋","avatar":"https://static.tigerbbs.com/0f7966df466f510544d6abadf86c85d5","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3526094335539021","idStr":"3526094335539021"},"content":"看好什么票分享下。谢谢","text":"看好什么票分享下。谢谢","html":"看好什么票分享下。谢谢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195356565688360,"gmtCreate":1688731511971,"gmtModify":1688731513733,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"被罚71.23亿元,厉害呀!","listText":"被罚71.23亿元,厉害呀!","text":"被罚71.23亿元,厉害呀!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195356565688360","repostId":"1122583150","repostType":4,"repost":{"id":"1122583150","kind":"news","pubTimestamp":1688731292,"share":"https://www.laohu8.com/m/news/1122583150?lang=zh_CN&edition=full","pubTime":"2023-07-07 20:01","market":"hk","language":"zh","title":"金融监管部门对蚂蚁集团及旗下机构处以罚款71.23亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1122583150","media":"中国证监会","summary":"金融管理部门善始善终推进平台企业金融业务整改。","content":"<html><head></head><body><p>近年来,金融管理部门坚持发展和规范并重,建立健全平台经济治理体系,出台一系列制度办法,初步形成平台企业金融业务发展与监管制度框架,促进平台经济规范健康发展。2020年11月以来,从依法加强监管和有效防范风险的角度出发,金融管理部门督促指导蚂蚁集团、腾讯集团等大型平台企业全面整改金融活动中存在的违法违规问题。目前,平台企业金融业务存在的大部分突出问题已完成整改。金融管理部门工作重点从推动平台企业金融业务的集中整改转入常态化监管。</p><p style=\"text-align: start;\">近期,针对蚂蚁集团及旗下机构过往年度在公司治理、金融消费者保护、参与银行保险机构业务活动、从事支付结算业务、履行反洗钱义务和开展基金销售业务等方面存在的违法违规行为,<strong>金融管理部门依据《中国人民银行法》《反洗钱法》《银行业监督管理法》《保险法》《证券投资基金法》《消费者权益保护法》等,对蚂蚁集团及旗下机构处以罚款(含没收违法所得)71.23亿元。要求蚂蚁集团关停违规开展的“相互宝”业务,并依法补偿消费者利益。</strong>此外,针对以往执法检查中发现的问题,金融管理部门近期也对邮储银行、平安银行、人保财险和财付通公司等实施了行政处罚。</p><p style=\"text-align: start;\">下一步,金融管理部门将完整、准确、全面贯彻新发展理念,着力提升平台企业金融业务常态化监管水平,依法将各类金融活动全部纳入监管,确保同类业务适用同等监管规则,实现公平监管。坚持“两个毫不动摇”,落实促进平台经济健康发展的金融政策措施,支持、鼓励平台企业持续提升金融普惠性,推动科技金融创新,增强国际金融竞争力,更好地服务实体经济和民生需求。</p></body></html>","source":"lsy1573813229493","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>金融监管部门对蚂蚁集团及旗下机构处以罚款71.23亿元</title>\n<style 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href=\"http://www.csrc.gov.cn/csrc/c100028/c7418599/content.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee5949c7daa2bc85528efbdc0fb64ee8","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"http://www.csrc.gov.cn/csrc/c100028/c7418599/content.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122583150","content_text":"近年来,金融管理部门坚持发展和规范并重,建立健全平台经济治理体系,出台一系列制度办法,初步形成平台企业金融业务发展与监管制度框架,促进平台经济规范健康发展。2020年11月以来,从依法加强监管和有效防范风险的角度出发,金融管理部门督促指导蚂蚁集团、腾讯集团等大型平台企业全面整改金融活动中存在的违法违规问题。目前,平台企业金融业务存在的大部分突出问题已完成整改。金融管理部门工作重点从推动平台企业金融业务的集中整改转入常态化监管。近期,针对蚂蚁集团及旗下机构过往年度在公司治理、金融消费者保护、参与银行保险机构业务活动、从事支付结算业务、履行反洗钱义务和开展基金销售业务等方面存在的违法违规行为,金融管理部门依据《中国人民银行法》《反洗钱法》《银行业监督管理法》《保险法》《证券投资基金法》《消费者权益保护法》等,对蚂蚁集团及旗下机构处以罚款(含没收违法所得)71.23亿元。要求蚂蚁集团关停违规开展的“相互宝”业务,并依法补偿消费者利益。此外,针对以往执法检查中发现的问题,金融管理部门近期也对邮储银行、平安银行、人保财险和财付通公司等实施了行政处罚。下一步,金融管理部门将完整、准确、全面贯彻新发展理念,着力提升平台企业金融业务常态化监管水平,依法将各类金融活动全部纳入监管,确保同类业务适用同等监管规则,实现公平监管。坚持“两个毫不动摇”,落实促进平台经济健康发展的金融政策措施,支持、鼓励平台企业持续提升金融普惠性,推动科技金融创新,增强国际金融竞争力,更好地服务实体经济和民生需求。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466835840135632,"gmtCreate":1754990324172,"gmtModify":1754990325557,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 感觉做空会更好点,现在164美元有点高了,估计今晚会下来,拭目以待。","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 感觉做空会更好点,现在164美元有点高了,估计今晚会下来,拭目以待。","text":"$Circle Internet Corp.(CRCL)$ 感觉做空会更好点,现在164美元有点高了,估计今晚会下来,拭目以待。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/466835840135632","isVote":1,"tweetType":1,"viewCount":3594,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535153120803293","authorId":"3535153120803293","name":"有学问的威化饼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3535153120803293","idStr":"3535153120803293"},"content":"赞同. 8点会一开,然后就就就就开始下跌了.","text":"赞同. 8点会一开,然后就就就就开始下跌了.","html":"赞同. 8点会一开,然后就就就就开始下跌了."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356523820601768,"gmtCreate":1728045312750,"gmtModify":1728045433272,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"人民币又大幅贬值了","listText":"人民币又大幅贬值了","text":"人民币又大幅贬值了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/356523820601768","repostId":"1141476117","repostType":2,"repost":{"id":"1141476117","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1727222547,"share":"https://www.laohu8.com/m/news/1141476117?lang=zh_CN&edition=full","pubTime":"2024-09-25 08:02","market":"hk","language":"zh","title":"离岸人民币收复7.0大关,为去年5月以来首次","url":"https://stock-news.laohu8.com/highlight/detail?id=1141476117","media":"老虎资讯综合","summary":"9月25日,离岸人民币兑美元收复7.0关口,为去年5月以来首次。","content":"<html><head></head><body><p>9月25日,离岸人民币兑美元收复7.0关口,为去年5月以来首次。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f821c54302ad42537487f4bee0e219ad\" title=\"\" tg-width=\"852\" tg-height=\"832\"/></p><p style=\"text-align: justify;\">昨天,国务院新闻办公室举行新闻发布会,中国人民银行行长潘功胜在会上表示,今年以来,人民银行坚持金融服务实体经济的根本宗旨,坚持支持性货币政策立场和政策取向。货币政策成效不断显现,融资成本处于历史低位。根据中央决策部署,人民银行将坚定坚持支持性货币政策立场,加大货币政策调控强度,提高货币政策调控精准性。</p><p style=\"text-align: justify;\">会上,潘功胜宣布了三项重磅政策:一是降低存款准备金率和政策利率,并带动市场基准利率下行;二是降低存量房贷利率并统一房贷最低首付比例。三是创设新的政策工具,支持股票市场发展。</p><p style=\"text-align: justify;\">央行宣布,近期降准0.5个百分点,年底或择机再降准0.25-0.5个百分点,将降低中央银行政策利率,7天逆回购操作利率下调0.2个百分点,存量房贷利率预计下降约0.5个百分点至新发放房贷利率附近,二套房贷款最低首付比例由25%下调至15%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>离岸人民币收复7.0大关,为去年5月以来首次</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n离岸人民币收复7.0大关,为去年5月以来首次\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-25 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月25日,离岸人民币兑美元收复7.0关口,为去年5月以来首次。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f821c54302ad42537487f4bee0e219ad\" title=\"\" tg-width=\"852\" tg-height=\"832\"/></p><p style=\"text-align: justify;\">昨天,国务院新闻办公室举行新闻发布会,中国人民银行行长潘功胜在会上表示,今年以来,人民银行坚持金融服务实体经济的根本宗旨,坚持支持性货币政策立场和政策取向。货币政策成效不断显现,融资成本处于历史低位。根据中央决策部署,人民银行将坚定坚持支持性货币政策立场,加大货币政策调控强度,提高货币政策调控精准性。</p><p style=\"text-align: justify;\">会上,潘功胜宣布了三项重磅政策:一是降低存款准备金率和政策利率,并带动市场基准利率下行;二是降低存量房贷利率并统一房贷最低首付比例。三是创设新的政策工具,支持股票市场发展。</p><p style=\"text-align: justify;\">央行宣布,近期降准0.5个百分点,年底或择机再降准0.25-0.5个百分点,将降低中央银行政策利率,7天逆回购操作利率下调0.2个百分点,存量房贷利率预计下降约0.5个百分点至新发放房贷利率附近,二套房贷款最低首付比例由25%下调至15%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16d1fa6e9b69c5975060146f6c797ee5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141476117","content_text":"9月25日,离岸人民币兑美元收复7.0关口,为去年5月以来首次。昨天,国务院新闻办公室举行新闻发布会,中国人民银行行长潘功胜在会上表示,今年以来,人民银行坚持金融服务实体经济的根本宗旨,坚持支持性货币政策立场和政策取向。货币政策成效不断显现,融资成本处于历史低位。根据中央决策部署,人民银行将坚定坚持支持性货币政策立场,加大货币政策调控强度,提高货币政策调控精准性。会上,潘功胜宣布了三项重磅政策:一是降低存款准备金率和政策利率,并带动市场基准利率下行;二是降低存量房贷利率并统一房贷最低首付比例。三是创设新的政策工具,支持股票市场发展。央行宣布,近期降准0.5个百分点,年底或择机再降准0.25-0.5个百分点,将降低中央银行政策利率,7天逆回购操作利率下调0.2个百分点,存量房贷利率预计下降约0.5个百分点至新发放房贷利率附近,二套房贷款最低首付比例由25%下调至15%。","news_type":1,"symbols_score_info":{"CNYUSD.FOREX":1.1,"USDCNH.FOREX":1.1}},"isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494200111074562","authorId":"3494200111074562","name":"赚钱养家赚钱养家","avatar":"https://static.tigerbbs.com/2926a5234bbb3f723a2b3fd1a4d3a213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494200111074562","idStr":"3494200111074562"},"content":"没贬值呀,这不是升值了吗?","text":"没贬值呀,这不是升值了吗?","html":"没贬值呀,这不是升值了吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324208944128176,"gmtCreate":1720181629438,"gmtModify":1720184547122,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 目标暂时为300美元/股,继续看多!有马斯克的英明领导,有很强大的智能驾驶系统,有员工的精心创新,特斯拉一定能在3年内超越任何对手,成为世界领跑者,加油!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 目标暂时为300美元/股,继续看多!有马斯克的英明领导,有很强大的智能驾驶系统,有员工的精心创新,特斯拉一定能在3年内超越任何对手,成为世界领跑者,加油!","text":"$特斯拉(TSLA)$ 目标暂时为300美元/股,继续看多!有马斯克的英明领导,有很强大的智能驾驶系统,有员工的精心创新,特斯拉一定能在3年内超越任何对手,成为世界领跑者,加油!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/324208944128176","isVote":1,"tweetType":1,"viewCount":4005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}