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- 小小宁小小宁
  ·2021-08-05
  [微笑]
  非常抱歉，此主贴已删除
  1,253 评论
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- 小小宁小小宁
  ·2021-08-05
  [微笑]
  非常抱歉，此主贴已删除
  1,378 1
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- 小小宁小小宁
  ·2021-08-05
  [微笑]
  非常抱歉，此主贴已删除
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- 小小宁小小宁
  ·2021-08-04
  不要啊
  非常抱歉，此主贴已删除
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- 小小宁小小宁
  ·2021-08-01
  冲冲
  单日万亿成交频现，多路资金大举调仓换股
  今年以来，沪深两市万亿成交额出现频率显著提升。在年初至今的140个交易日中，共有56个交易日单日成交额破万亿元。7月尤为明显，全月仅1个交易日成交额在万亿元以下，7月27日更是创下了今年以来新高，成交
  单日万亿成交频现，多路资金大举调仓换股
  1,281 评论
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- 小小宁小小宁
  ·2021-08-01
  可以的[微笑] [微笑]
  美股最惨的“时节”要来了
  在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后，美股即将迎来统计数据上的最糟糕月份——八月。正如高盛信贷策略师Scott Rubner所统计的那样，整个八月份市场趋势都在走低，这是
  美股最惨的“时节”要来了
  1,025 评论
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- 小小宁小小宁
  ·2021-07-30
  我做加油任务
  1,077 评论
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10:32","market":"sh","language":"zh","title":"单日万亿成交频现，多路资金大举调仓换股","url":"https://stock-news.laohu8.com/highlight/detail?id=2155315037","media":"上海证券报 ","summary":"今年以来，沪深两市万亿成交额出现频率显著提升。在年初至今的140个交易日中，共有56个交易日单日成交额破万亿元。7月尤为明显，全月仅1个交易日成交额在万亿元以下，7月27日更是创下了今年以来新高，成交","content":"<div>\n<p>今年以来，沪深两市万亿成交额出现频率显著提升。在年初至今的140个交易日中，共有56个交易日单日成交额破万亿元。7月尤为明显，全月仅1个交易日成交额在万亿元以下，7月27日更是创下了今年以来新高，成交额达1.5万亿元。\n持续巨量成交，但行情结构则大幅分化。据中信证券测算，领涨的热门板块新能源、半导体、能源金属等7月至今成交额占全部A股比重达15.1%，接近今年2月“茅指数”成交额的占比水平，热门...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zldx/2021-07-31/doc-ikqciyzk8643194.shtml\">Web Link</a>\n\n</div>\n","source":"sina","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>单日万亿成交频现，多路资金大举调仓换股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n单日万亿成交频现，多路资金大举调仓换股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/zldx/2021-07-31/doc-ikqciyzk8643194.shtml><strong>上海证券报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年以来，沪深两市万亿成交额出现频率显著提升。在年初至今的140个交易日中，共有56个交易日单日成交额破万亿元。7月尤为明显，全月仅1个交易日成交额在万亿元以下，7月27日更是创下了今年以来新高，成交额达1.5万亿元。\n持续巨量成交，但行情结构则大幅分化。据中信证券测算，领涨的热门板块新能源、半导体、能源金属等7月至今成交额占全部A股比重达15.1%，接近今年2月“茅指数”成交额的占比水平，热门...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zldx/2021-07-31/doc-ikqciyzk8643194.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/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/zldx/2021-07-31/doc-ikqciyzk8643194.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2155315037","content_text":"今年以来，沪深两市万亿成交额出现频率显著提升。在年初至今的140个交易日中，共有56个交易日单日成交额破万亿元。7月尤为明显，全月仅1个交易日成交额在万亿元以下，7月27日更是创下了今年以来新高，成交额达1.5万亿元。\n持续巨量成交，但行情结构则大幅分化。据中信证券测算，领涨的热门板块新能源、半导体、能源金属等7月至今成交额占全部A股比重达15.1%，接近今年2月“茅指数”成交额的占比水平，热门板块与传统板块间的分化已达到比较极致的水平。\n中信证券首席策略分析师秦培景认为，市场高波动和快轮动的背后是资金分歧，当前增量资金入场有限。一方面，近期存量公募基金保持谨慎，并未大幅加仓；另一方面，7月以来北向资金波动明显放大，其中配置型资金的流入节奏放缓。存量资金调仓和博弈将继续主导短期市场。\n具体来看，7月以来，机构资金、北向资金和两融余额等多路资金辗转腾挪。首先，融资资金方面，有部分融资资金从新能源、半导体等热门赛道中撤出，流向低位的周期股、消费股。数据显示，7月份以来，融资净买入居前的行业分别是有色、化工和电子。相比前几个月，电源设备、电子行业的热度有所降温。\n从个股来看，前期调整的核心资产重新获得杠杆资金关注。贵州茅台、爱尔眼科、中国中免、五粮液等近期调整幅度较大的个股，均在本月获得融资资金大幅净买入。\n北向资金方面，7月以来，北向资金波动明显加大，本周小幅净流出，合计流出24.46亿元。从仓位配置来看，本周北向资金配置比例上升的行业为医药、家电、基础化工等。数据显示，近7个交易日北向资金净流入前三个股为中国平安、东方雨虹、歌尔股份。隆基股份、阳光电源等新能源龙头公司则被减仓。\n此外，随着基金二季报披露完毕，机构最新的调仓动向浮出水面。据广发证券统计，二季度基金加仓最多的行业是电气设备、电子、化工和医药生物等，减仓最多的行业是食品饮料、家用电器、银行和房地产等。\n机构资金向热门赛道集中的趋势更加明显。电源设备、医疗服务和半导体板块的二季度基金仓位创下2010年以来新高。水泥制造、食品加工、医药商业、房地产开发和保险板块的基金仓位则创出新低。\n随着热门赛道基金配置进入历史最高位，后续筹码松动风险值得警惕。天风证券策略分析师徐彪认为，可以从换手率角度判断热门赛道的交易情绪。近期新能源车、光伏的行业换手率先后超过阈值，面临波动加大的风险。而半导体、国防军工及医药生物等板块换手率均在阈值之下。\n徐彪表示，短期部分成长板块有交易过热迹象，后续波动可能加大。但中期维度看，可继续把握“硬科技的盛宴”；军工电子和军工材料目前基本面预期差仍然较大，建议下半年重点关注。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802723796,"gmtCreate":1627810678515,"gmtModify":1633756188414,"author":{"id":"4090756195040370","authorId":"4090756195040370","name":"小小宁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090756195040370","authorIdStr":"4090756195040370"},"themes":[],"htmlText":"可以的[微笑]&nbsp;[微笑]&nbsp;","listText":"可以的[微笑]&nbsp;[微笑]&nbsp;","text":"可以的[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802723796","repostId":"2155894163","repostType":4,"repost":{"id":"2155894163","kind":"highlight","pubTimestamp":1627778319,"share":"https://www.laohu8.com/m/news/2155894163?lang=&edition=full","pubTime":"2021-08-01 08:38","market":"us","language":"zh","title":"美股最惨的“时节”要来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2155894163","media":"华尔街见闻","summary":"在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后，美股即将迎来统计数据上的最糟糕月份——八月。\n\n正如高盛信贷策略师Scott Rubner所统计的那样，整个八月份市场趋势都在走低，这是","content":"<p>在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后，美股即将迎来统计数据上的最糟糕月份——八月。</p>\n<p><img src=\"https://static.tigerbbs.com/ce4aa20635c056c2425c903c7bfa9919\" tg-width=\"500\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>正如<a href=\"https://laohu8.com/S/GS\">高盛</a>信贷策略师Scott Rubner所统计的那样，整个八月份市场趋势都在走低，这是一年中最糟糕的时节之一，并在杰克逊霍尔全球央行会议上达到高潮和拐点。目前，人们预计鲍威尔将在这次会议上宣布taper。</p>\n<p>具体来看，自1950年以来，标准普尔500指数在72年里有19次在上半年上涨超过10%，但在强劲的上半年之后，8月份的回报率中值通常会下降51个基点。</p>\n<p>Rubner还指出，今年上半年没有出现戏剧性的大跌，标准普尔500指数连续第6个月上涨，创下2018年以来最长的上涨时间。然而，与上述观察相呼应这并不是什么好事，毕竟自2010年8月以来，此前的11个8月中有6次下跌。</p>\n<p><img src=\"https://static.tigerbbs.com/ca60b07fac07ccd13faa80796c2df34d\" tg-width=\"500\" tg-height=\"278\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>尽管如此，Rubner指出，即便不回顾历史，今年的状况也能得出同样的结论，美联储的资产负债表就应该能解释得很清楚清楚。随着美联储政策的逐步推出，市场将更加缺乏流动性，因此8月的下跌效应会加剧，任何负面消息都会被放大。</p>\n<p>此外，Rubner还回顾了此前的两次“8月危机”，这两次危机分别发生在2011年和2015年：</p>\n<ul>\n <li>2011年，恰逢美国在债务上限问题上的争论不休。尽管这个问题在8月初得到了解决，但标准普尔随后将美国信用评级从AAA下调至AA+。与此同时，对欧洲主权债务危机的担忧持续发酵，最终导致8月股市大跌。</li>\n <li>2015年，新兴市场出现了动荡，进而蔓延到包括美国和欧洲在内的其他地区。</li>\n</ul>\n<p>对于接下来的8月，Rubner表示，人们关注的焦点将集中于杰克逊霍尔全球央行会议，以及宏观变量（尤其是通胀）的变化。他同时表示，我们需要对市场中的任何意外保持警惕。</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>美股最惨的“时节”要来了</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美股最惨的“时节”要来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 08:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636809><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后，美股即将迎来统计数据上的最糟糕月份——八月。\n\n正如高盛信贷策略师Scott Rubner所统计的那样，整个八月份市场趋势都在走低，这是一年中最糟糕的时节之一，并在杰克逊霍尔全球央行会议上达到高潮和拐点。目前，人们预计鲍威尔将在这次会议上宣布taper。\n具体来看，自1950年以来，标准普尔500指数在72年里有19次在上半年上涨超过...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636809\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QLD":"纳指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯","PSQ":"纳指反向ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100","SPXU":"三倍做空标普500ETF","SDOW":"道指三倍做空ETF-ProShares","SSO":"两倍做多标普500ETF","SQQQ":"纳指三倍做空ETF","SDS":"两倍做空标普500ETF","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","DDM":"道指两倍做多ETF",".SPX":"S&P 500 Index","DOG":"道指反向ETF","IVV":"标普500指数ETF","DXD":"道指两倍做空ETF","TQQQ":"纳指三倍做多ETF"},"source_url":"https://wallstreetcn.com/articles/3636809","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155894163","content_text":"在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后，美股即将迎来统计数据上的最糟糕月份——八月。\n\n正如高盛信贷策略师Scott Rubner所统计的那样，整个八月份市场趋势都在走低，这是一年中最糟糕的时节之一，并在杰克逊霍尔全球央行会议上达到高潮和拐点。目前，人们预计鲍威尔将在这次会议上宣布taper。\n具体来看，自1950年以来，标准普尔500指数在72年里有19次在上半年上涨超过10%，但在强劲的上半年之后，8月份的回报率中值通常会下降51个基点。\nRubner还指出，今年上半年没有出现戏剧性的大跌，标准普尔500指数连续第6个月上涨，创下2018年以来最长的上涨时间。然而，与上述观察相呼应这并不是什么好事，毕竟自2010年8月以来，此前的11个8月中有6次下跌。\n\n尽管如此，Rubner指出，即便不回顾历史，今年的状况也能得出同样的结论，美联储的资产负债表就应该能解释得很清楚清楚。随着美联储政策的逐步推出，市场将更加缺乏流动性，因此8月的下跌效应会加剧，任何负面消息都会被放大。\n此外，Rubner还回顾了此前的两次“8月危机”，这两次危机分别发生在2011年和2015年：\n\n2011年，恰逢美国在债务上限问题上的争论不休。尽管这个问题在8月初得到了解决，但标准普尔随后将美国信用评级从AAA下调至AA+。与此同时，对欧洲主权债务危机的担忧持续发酵，最终导致8月股市大跌。\n2015年，新兴市场出现了动荡，进而蔓延到包括美国和欧洲在内的其他地区。\n\n对于接下来的8月，Rubner表示，人们关注的焦点将集中于杰克逊霍尔全球央行会议，以及宏观变量（尤其是通胀）的变化。他同时表示，我们需要对市场中的任何意外保持警惕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806656459,"gmtCreate":1627654736271,"gmtModify":1633757379392,"author":{"id":"4090756195040370","authorId":"4090756195040370","name":"小小宁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090756195040370","authorIdStr":"4090756195040370"},"themes":[],"htmlText":"我做加油任务","listText":"我做加油任务","text":"我做加油任务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806656459","isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}