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零舞酒妖
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零舞酒妖
零舞酒妖
·
2021-06-26
[呆住] [呆住] [呆住] [呆住] [呆住]
快手:北京一笑发生股权转让,宿华将持有32.32%
6月25日晚间消息,快手在港交所发布公告称,北京一笑(本集团一家合并联属实体)现有登记股东之一杨远熙将因本次转让而额外获得北京一笑23.70%之注册资本。转让完成后,北京一笑将由宿华持有32.32%,
快手:北京一笑发生股权转让,宿华将持有32.32%
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零舞酒妖
零舞酒妖
·
2021-06-11
[呆住] [呆住] [呆住] [呆住] [呆住]
非常抱歉,此主贴已删除
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零舞酒妖
零舞酒妖
·
2021-06-09
指日可待……[得意] [得意] [得意] [得意]
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零舞酒妖
零舞酒妖
·
2021-06-08
[无语] [无语] [无语] [无语]
非常抱歉,此主贴已删除
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零舞酒妖
零舞酒妖
·
2021-06-06
都亏成这样了,有啥好分享的. [流泪]
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零舞酒妖
零舞酒妖
·
2021-06-03
[龇牙] [龇牙] [龇牙]
非常抱歉,此主贴已删除
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零舞酒妖
零舞酒妖
·
2021-05-18
[白眼] [白眼] [白眼] [白眼] [白眼] [白眼] [白眼]
非常抱歉,此主贴已删除
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零舞酒妖
零舞酒妖
·
2021-05-14
[惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶]
系好安全带!美国5月CPI或突破6%
海通宏观梁中华认为,美国4月通胀超预期,能源和交通运输是主要驱动力。由于高额财政补贴,美国居民收入大幅上升,消费能力大增,所以接下来美国通胀压力会更大。概要美国4月通胀超预期,其中,能源和交通运输是主
系好安全带!美国5月CPI或突破6%
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零舞酒妖
零舞酒妖
·
2021-05-13
[惊讶] [惊讶] [惊讶]
非常抱歉,此主贴已删除
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零舞酒妖
零舞酒妖
·
2021-05-12
[惊讶] [惊讶] [惊讶]
美股接连大跌之际,神秘的回购力量又要回来了
随着全球经济好转,企业盈利改善,美股企业重新开始准备启动大规模回购。 高盛统计显示,截止今年前4个月,美国企业宣布的股票回购总额达到了4840亿美元,为20年来同期最高水平。高盛预计今年美股公司回购金
美股接连大跌之际,神秘的回购力量又要回来了
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class=\"title\">\n快手:北京一笑发生股权转让,宿华将持有32.32%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 23:45 北京时间 <a href=https://finance.sina.com.cn/tech/2021-06-25/doc-ikqcfnca3267441.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月25日晚间消息,快手在港交所发布公告称,北京一笑(本集团一家合并联属实体)现有登记股东之一杨远熙将因本次转让而额外获得北京一笑23.70%之注册资本。转让完成后,北京一笑将由宿华持有32.32%,杨远熙持有29.24%,程一笑先生持有25.86%,银鑫持有7.40%,胡长涓持有5.18%,他们自上市日期起即均为北京一笑的登记股东。</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-06-25/doc-ikqcfnca3267441.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"01024":"快手-W"},"source_url":"https://finance.sina.com.cn/tech/2021-06-25/doc-ikqcfnca3267441.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175022534","content_text":"6月25日晚间消息,快手在港交所发布公告称,北京一笑(本集团一家合并联属实体)现有登记股东之一杨远熙将因本次转让而额外获得北京一笑23.70%之注册资本。转让完成后,北京一笑将由宿华持有32.32%,杨远熙持有29.24%,程一笑先生持有25.86%,银鑫持有7.40%,胡长涓持有5.18%,他们自上市日期起即均为北京一笑的登记股东。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188346275,"gmtCreate":1623422597897,"gmtModify":1631892562738,"author":{"id":"3572145943873750","authorId":"3572145943873750","name":"零舞酒妖","avatar":"https://static.tigerbbs.com/24812b09f0a7169228c83a42cd0ccb2d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572145943873750","idStr":"3572145943873750"},"themes":[],"htmlText":"[呆住] 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[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198698656","repostId":"1148551338","repostType":4,"repost":{"id":"1148551338","kind":"news","pubTimestamp":1620953344,"share":"https://www.laohu8.com/m/news/1148551338?lang=&edition=full","pubTime":"2021-05-14 08:49","market":"hk","language":"zh","title":"系好安全带!美国5月CPI或突破6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148551338","media":"梁中华宏观研究","summary":"海通宏观梁中华认为,美国4月通胀超预期,能源和交通运输是主要驱动力。由于高额财政补贴,美国居民收入大幅上升,消费能力大增,所以接下来美国通胀压力会更大。概要美国4月通胀超预期,其中,能源和交通运输是主","content":"<blockquote>海通宏观梁中华认为,美国4月通胀超预期,能源和交通运输是主要驱动力。由于高额财政补贴,美国居民收入大幅上升,消费能力大增,所以接下来美国通胀压力会更大。</blockquote><p><b>概要</b></p><p><b>美国4月通胀超预期,其中,能源和交通运输是主要驱动力</b>,一方面与去年低基数有关;另一方面与经济加速复苏以及汽车芯片短缺有关。此外,美国商品通胀仍高,尤其是耐用品通胀创82年以来新高;如果剔除基数效应,服务通胀已经高于商品通胀。</p><p>由于高额财政补贴,美国居民收入大幅上升,消费能力大增。去年由于疫情防控,美国居民主要消费商品,所以商品通胀大涨。今年随着疫苗不断接种,疫情防控措施放开,服务消费需求也会明显回升,但高额失业补贴拖累就业表现(低收入者就业改善明显放缓),会限制美国服务业供给,而服务类消费又难以像商品那样从海外进口,所以接下来美国通胀压力会更大。</p><p>美元大超发的后果,从4月美国CPI数据可见一斑,5月美国CPI可能冲到6-7%,美债利率或继续上冲,年内有望到2%-2.5%;美元趋势上行,但今年幅度会相对较小,需要加息预期的发酵推升。</p><p><b>正文</b></p><p><b>美国通胀超预期。</b>4月美国CPI同比上升至4.2%,超市场预期(WIND口径)的3.6%,创08年9月以来新高;此外,CPI环比0.8%,也创12年3月以来新高。剔除食品和能源影响后,4月美国核心CPI同比上升至3.0%,超市场预期的2.3%,创95年4月以来新高。</p><p><b>从分项来看,4月CPI的主要推动力来自能源和交通运输。</b>4月能源CPI 同比上升至25.0%,较上月上升了约12个百分点;4月交通运输CPI 同比上升至14.8% ,也较上月上升了约9 个百分点,二者在CPI 构成中的权重超过20% 。<b>能源和交通运输大幅上升,一方面与去年低基数有关;另一方面与经济加速恢复以及汽车芯片短缺有关。</b></p><p><img src=\"https://static.tigerbbs.com/fc561a97e814c24d684fa980f9beeb2f\" tg-width=\"924\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e9656c5df265dc827276ab643b4f9e0f\" tg-width=\"933\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><b>从结构来看,商品通胀仍是主要驱动力,服务通胀也在稳步上升。</b>4 月商品通胀由上月的4.1% 上行至6.7% ,4 月服务通胀也由上月的1.8% 上行至2.6% ,其中,耐用品通胀再度飙升至7.3% ,创82 年以来新高。</p><p><b>如果剔除基数效应,</b>4 月商品通胀为2.0% (较19 年同期年化平均增速),而服务通胀为仍高达2.3% ,耐用品通胀则为3.3% (除今年外,仍是95 年以来高点)。<b>此外,需要强调的是,即使剔除食品和能源以及基数效应,核心商品和核心服务均在上行趋势中。</b></p><p><img src=\"https://static.tigerbbs.com/fd4a8facf6d94bd1bd5d0e23aa4d848c\" tg-width=\"921\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p><p><b>往前看,</b>由于高额财政补贴,美国居民收入大幅上升,消费能力大增。去年由于疫情防控,美国居民主要消费商品,所以商品通胀大涨。今年随着疫苗不断接种,疫情防控措施放开,服务消费需求也会明显回升,但高额失业补贴拖累就业表现(低收入者就业改善明显放缓),会限制美国服务业供给,而服务类消费又难以像商品那样从海外进口,<b>所以接下来美国通胀压力会更大。</b></p><p><b>美元大超发的后果,从4月美国CPI数据可见一斑,5月美国CPI可能冲到6-7%,美债利率或继续上冲,年内有望到2%-2.5%;美元趋势上行,但今年幅度会相对较小,需要加息预期的发酵推升。</b></p><p><img src=\"https://static.tigerbbs.com/764862979516bbf673b3a2ecb8eeff11\" tg-width=\"921\" tg-height=\"467\" referrerpolicy=\"no-referrer\">本文作者:梁中华、李俊,来源:海通宏观,原文标题:《美国5月CPI或突破6%——美国4月物价数据点评》</p>","source":"lzhhgyj","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>系好安全带!美国5月CPI或突破6%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n系好安全带!美国5月CPI或突破6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 08:49 北京时间 <a href=https://mp.weixin.qq.com/s/CBaL5FnI_tcrRiwRUD3-tA><strong>梁中华宏观研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>海通宏观梁中华认为,美国4月通胀超预期,能源和交通运输是主要驱动力。由于高额财政补贴,美国居民收入大幅上升,消费能力大增,所以接下来美国通胀压力会更大。概要美国4月通胀超预期,其中,能源和交通运输是主要驱动力,一方面与去年低基数有关;另一方面与经济加速复苏以及汽车芯片短缺有关。此外,美国商品通胀仍高,尤其是耐用品通胀创82年以来新高;如果剔除基数效应,服务通胀已经高于商品通胀。由于高额财政补贴,...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/CBaL5FnI_tcrRiwRUD3-tA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0dd1549a90968778a7afdc56cd660b1b","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/CBaL5FnI_tcrRiwRUD3-tA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148551338","content_text":"海通宏观梁中华认为,美国4月通胀超预期,能源和交通运输是主要驱动力。由于高额财政补贴,美国居民收入大幅上升,消费能力大增,所以接下来美国通胀压力会更大。概要美国4月通胀超预期,其中,能源和交通运输是主要驱动力,一方面与去年低基数有关;另一方面与经济加速复苏以及汽车芯片短缺有关。此外,美国商品通胀仍高,尤其是耐用品通胀创82年以来新高;如果剔除基数效应,服务通胀已经高于商品通胀。由于高额财政补贴,美国居民收入大幅上升,消费能力大增。去年由于疫情防控,美国居民主要消费商品,所以商品通胀大涨。今年随着疫苗不断接种,疫情防控措施放开,服务消费需求也会明显回升,但高额失业补贴拖累就业表现(低收入者就业改善明显放缓),会限制美国服务业供给,而服务类消费又难以像商品那样从海外进口,所以接下来美国通胀压力会更大。美元大超发的后果,从4月美国CPI数据可见一斑,5月美国CPI可能冲到6-7%,美债利率或继续上冲,年内有望到2%-2.5%;美元趋势上行,但今年幅度会相对较小,需要加息预期的发酵推升。正文美国通胀超预期。4月美国CPI同比上升至4.2%,超市场预期(WIND口径)的3.6%,创08年9月以来新高;此外,CPI环比0.8%,也创12年3月以来新高。剔除食品和能源影响后,4月美国核心CPI同比上升至3.0%,超市场预期的2.3%,创95年4月以来新高。从分项来看,4月CPI的主要推动力来自能源和交通运输。4月能源CPI 同比上升至25.0%,较上月上升了约12个百分点;4月交通运输CPI 同比上升至14.8% ,也较上月上升了约9 个百分点,二者在CPI 构成中的权重超过20% 。能源和交通运输大幅上升,一方面与去年低基数有关;另一方面与经济加速恢复以及汽车芯片短缺有关。从结构来看,商品通胀仍是主要驱动力,服务通胀也在稳步上升。4 月商品通胀由上月的4.1% 上行至6.7% ,4 月服务通胀也由上月的1.8% 上行至2.6% ,其中,耐用品通胀再度飙升至7.3% ,创82 年以来新高。如果剔除基数效应,4 月商品通胀为2.0% (较19 年同期年化平均增速),而服务通胀为仍高达2.3% ,耐用品通胀则为3.3% (除今年外,仍是95 年以来高点)。此外,需要强调的是,即使剔除食品和能源以及基数效应,核心商品和核心服务均在上行趋势中。往前看,由于高额财政补贴,美国居民收入大幅上升,消费能力大增。去年由于疫情防控,美国居民主要消费商品,所以商品通胀大涨。今年随着疫苗不断接种,疫情防控措施放开,服务消费需求也会明显回升,但高额失业补贴拖累就业表现(低收入者就业改善明显放缓),会限制美国服务业供给,而服务类消费又难以像商品那样从海外进口,所以接下来美国通胀压力会更大。美元大超发的后果,从4月美国CPI数据可见一斑,5月美国CPI可能冲到6-7%,美债利率或继续上冲,年内有望到2%-2.5%;美元趋势上行,但今年幅度会相对较小,需要加息预期的发酵推升。本文作者:梁中华、李俊,来源:海通宏观,原文标题:《美国5月CPI或突破6%——美国4月物价数据点评》","news_type":1},"isVote":1,"tweetType":1,"viewCount":1318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198048331,"gmtCreate":1620915618423,"gmtModify":1631892562818,"author":{"id":"3572145943873750","authorId":"3572145943873750","name":"零舞酒妖","avatar":"https://static.tigerbbs.com/24812b09f0a7169228c83a42cd0ccb2d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572145943873750","idStr":"3572145943873750"},"themes":[],"htmlText":"[惊讶] [惊讶] [惊讶] ","listText":"[惊讶] [惊讶] [惊讶] ","text":"[惊讶] [惊讶] 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[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193447712","repostId":"2134697950","repostType":4,"repost":{"id":"2134697950","kind":"highlight","pubTimestamp":1620810984,"share":"https://www.laohu8.com/m/news/2134697950?lang=&edition=full","pubTime":"2021-05-12 17:16","market":"us","language":"zh","title":"美股接连大跌之际,神秘的回购力量又要回来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2134697950","media":"华尔街见闻","summary":"随着全球经济好转,企业盈利改善,美股企业重新开始准备启动大规模回购。\n高盛统计显示,截止今年前4个月,美国企业宣布的股票回购总额达到了4840亿美元,为20年来同期最高水平。高盛预计今年美股公司回购金","content":"<p>随着全球经济好转,企业盈利改善,美股企业重新开始准备启动大规模回购。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>统计显示,截止今年前4个月,美国企业宣布的股票回购总额达到了4840亿美元,为20年来同期最高水平。高盛预计今年美股公司回购金额将较去年水平大涨35%。</p>\n<p>欧洲的情况也是类似。虽然回购速度慢于美国,但是有市场分析认为,欧洲企业的回购速度可能在明年加快,较疫情前水平高出25%。</p>\n<p>大型科技公司是本轮回购的主力军。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和Alphabet上月分别宣布了900亿美元和500亿美元的回购计划。</p>\n<p>随着全球经济从疫情中恢复,企业的回购也在逐渐恢复正常。即使不确定性依然存在,企业对其前景越来越有信心。此前大量企业在疫情期间囤积现金,以防止经济长期低迷。</p>\n<p>目前欧美主要公司均公布今年一季度财报。Refinitv数据显示,标准普尔500指数成分股公司有望实现50%的利润同比增长。欧洲斯托克600指数成分股公司则有望实现90%的业绩反弹。</p>\n<p>市场分析认为,在回购与派息之间,回购的恢复速度将快于后者。</p>\n<p>Société Générale欧洲股票策略主管Roland Kaloyan表示,对公司而言,削减股息总会带来负面影响。但股票回购则不然,如果有坏消息或新危机,公司总可以(暂停)股票回购计划。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股接连大跌之际,神秘的回购力量又要回来了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股接连大跌之际,神秘的回购力量又要回来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 17:16 北京时间 <a href=https://wallstreetcn.com/articles/3630130><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着全球经济好转,企业盈利改善,美股企业重新开始准备启动大规模回购。\n高盛统计显示,截止今年前4个月,美国企业宣布的股票回购总额达到了4840亿美元,为20年来同期最高水平。高盛预计今年美股公司回购金额将较去年水平大涨35%。\n欧洲的情况也是类似。虽然回购速度慢于美国,但是有市场分析认为,欧洲企业的回购速度可能在明年加快,较疫情前水平高出25%。\n大型科技公司是本轮回购的主力军。苹果和...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3630130\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3630130","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134697950","content_text":"随着全球经济好转,企业盈利改善,美股企业重新开始准备启动大规模回购。\n高盛统计显示,截止今年前4个月,美国企业宣布的股票回购总额达到了4840亿美元,为20年来同期最高水平。高盛预计今年美股公司回购金额将较去年水平大涨35%。\n欧洲的情况也是类似。虽然回购速度慢于美国,但是有市场分析认为,欧洲企业的回购速度可能在明年加快,较疫情前水平高出25%。\n大型科技公司是本轮回购的主力军。苹果和Alphabet上月分别宣布了900亿美元和500亿美元的回购计划。\n随着全球经济从疫情中恢复,企业的回购也在逐渐恢复正常。即使不确定性依然存在,企业对其前景越来越有信心。此前大量企业在疫情期间囤积现金,以防止经济长期低迷。\n目前欧美主要公司均公布今年一季度财报。Refinitv数据显示,标准普尔500指数成分股公司有望实现50%的利润同比增长。欧洲斯托克600指数成分股公司则有望实现90%的业绩反弹。\n市场分析认为,在回购与派息之间,回购的恢复速度将快于后者。\nSociété Générale欧洲股票策略主管Roland Kaloyan表示,对公司而言,削减股息总会带来负面影响。但股票回购则不然,如果有坏消息或新危机,公司总可以(暂停)股票回购计划。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}