铁木真的个人主页 - 老虎社区

铁木真

铁木真

hello

IP属地：河南

325关注

292粉丝

3主题

0勋章

2021-11-12

okokokokok

2021-11-01

spy今天的put不让买，小虎出来，解释一下。

2020-12-19

凌晨买正股优危爱克思外，赢利一千二百美元，不让平仓，一直到四点三十分以后，变为亏损二百多美元，系统才让平仓，不讲武德[喷血] [喷血] [喷血] [喷血] [喷血] 幸亏我玩的是模拟盘[捂脸] [捂脸] [捂脸]

2020-12-19

现在连模拟盘也不能平仓，不讲武德[喷血] [喷血] [喷血] [喷血] [喷血] [喷血]

2021-11-01

这篇文章不错，转发给大家看

@铁木真:spy今天的put不让买，小虎出来，解释一下。

2018-05-23

这篇文章不错，转发给大家看

抱歉，原内容已删除

2022-09-06

原油将下跃到十五美元一桶

抱歉，原内容已删除

2020-05-08

okok

@锐问:我在美国炒美股，美股暴跌怎么看？

2025-09-22

加息吧，还富于民！

浙商证券：美联储重启降息国内降息渐行渐近

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3432271782041032","uuid":"3432271782041032","gmtCreate":1469178761887,"gmtModify":1478782471191,"name":"铁木真","pinyin":"tmztiemuzhen","introduction":"","introductionEn":null,"signature":"hello","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":292,"headSize":325,"tweetSize":333,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3383,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.22","exceedPercentage":"80.76%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.13","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"河南","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":40,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":481222614499576,"gmtCreate":1758509751937,"gmtModify":1758509754187,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"加息吧，还富于民！","listText":"加息吧，还富于民！","text":"加息吧，还富于民！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481222614499576","repostId":"2568212982","repostType":4,"repost":{"id":"2568212982","kind":"news","pubTimestamp":1758438420,"share":"https://www.laohu8.com/m/news/2568212982?lang=zh_CN&edition=full","pubTime":"2025-09-21 15:07","market":"sh","language":"zh","title":"浙商证券：美联储重启降息 国内降息渐行渐近","url":"https://stock-news.laohu8.com/highlight/detail?id=2568212982","media":"智通财经","summary":"智通财经APP获悉，浙商证券发布研报称，美联储重启降息后，国内央行“跟进”降息的概率有所上升，节奏上10月底及以后落地概率更高。经历连续三个月调整以后，当前债市行情已初具企稳迹象，待进入四季度债市利率或开启新一轮流畅下行，建议投资者做好防守反击，在10年国债1.8%附近择机进场。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/601878\">浙商证券</a>发布研报称，美联储重启降息后，国内央行“跟进”降息的概率有所上升，节奏上10月底及以后落地概率更高。经历连续三个月调整以后，当前债市行情已初具企稳迹象，待进入四季度债市利率或开启新一轮流畅下行，建议投资者做好防守反击，在10年国债1.8%附近择机进场。</p><p><strong>浙商证券主要观点如下：</strong></p><p><strong>外部掣肘减弱：“腾挪空间“打开。</strong></p><p>2025年7月中旬以来，美国就业数据走弱，美联储降息预期逐步强化，因而中美利差倒挂幅度收窄，资金外流风险下降，为央行货币宽松创造了一定窗口。美元走弱带动人民币被动升值，结汇需求回升，境内流动性环境边际改善，降息空间打开。汇率压力减轻，但仍需防止“人民币快速升值→出口竞争力下降”的副作用，因此央行降息存在一定必要性。</p><p><strong>内部仍有约束：银行息差低位+实际利率上行。</strong></p><p>当前降息仍然面临“银行净息差低位+实际利率上行”的双重约束。商业银行净息差已降至历史低位，若再进一步单边下调贷款基准利率，银行盈利与信贷投放意愿可能进一步受挫，故央行对全面降息或更为谨慎。通胀预期偏弱，大幅降息或导致实际利率走高继而一定程度上抑制消费及投资。</p><p><strong>国内降息渐行渐近：10月底后概率更高。</strong></p><p>美联储重启降息后，国内央行“跟进”降息的概率有所上升，但节奏、幅度和方式都将“以我为主”，节奏上10月底及以后落地或概率更高。经历连续三个月调整以后，当前债市行情已初具企稳迹象，待进入四季度债市利率或开启新一轮流畅下行，建议投资者做好防守反击，在10年国债1.8%附近择机进场。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>浙商证券：美联储重启降息 国内降息渐行渐近</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浙商证券：美联储重启降息 国内降息渐行渐近\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-21 15:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1347594.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>浙商证券发布研报称，美联储重启降息后，国内央行“跟进”降息的概率有所上升，节奏上10月底及以后落地概率更高。经历连续三个月调整以后，当前债市行情已初具企稳迹象，待进入四季度债市利率或开启新一轮流畅下行，建议投资者做好防守反击，在10年国债1.8%附近择机进场。浙商证券主要观点如下：外部掣肘减弱：“腾挪空间“打开。2025年7月中旬以来，美国就业数据走弱，美联储降息预期逐步强化，因而中美利差倒挂幅度...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1347594.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/a82005fdd5a20870413111b3adc1a547","relate_stocks":{"601878":"浙商证券","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4588":"碎股","BK4550":"红杉资本持仓","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","SPY":"标普500ETF","BK0276":"资本市场","IVV":"标普500ETF-iShares","BK4581":"高盛持仓","UPRO":"三倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","SH":"做空标普500-Proshares","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","OEX":"标普100"},"source_url":"http://www.zhitongcaijing.com/content/detail/1347594.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2568212982","content_text":"浙商证券发布研报称，美联储重启降息后，国内央行“跟进”降息的概率有所上升，节奏上10月底及以后落地概率更高。经历连续三个月调整以后，当前债市行情已初具企稳迹象，待进入四季度债市利率或开启新一轮流畅下行，建议投资者做好防守反击，在10年国债1.8%附近择机进场。浙商证券主要观点如下：外部掣肘减弱：“腾挪空间“打开。2025年7月中旬以来，美国就业数据走弱，美联储降息预期逐步强化，因而中美利差倒挂幅度收窄，资金外流风险下降，为央行货币宽松创造了一定窗口。美元走弱带动人民币被动升值，结汇需求回升，境内流动性环境边际改善，降息空间打开。汇率压力减轻，但仍需防止“人民币快速升值→出口竞争力下降”的副作用，因此央行降息存在一定必要性。内部仍有约束：银行息差低位+实际利率上行。当前降息仍然面临“银行净息差低位+实际利率上行”的双重约束。商业银行净息差已降至历史低位，若再进一步单边下调贷款基准利率，银行盈利与信贷投放意愿可能进一步受挫，故央行对全面降息或更为谨慎。通胀预期偏弱，大幅降息或导致实际利率走高继而一定程度上抑制消费及投资。国内降息渐行渐近：10月底后概率更高。美联储重启降息后，国内央行“跟进”降息的概率有所上升，但节奏、幅度和方式都将“以我为主”，节奏上10月底及以后落地或概率更高。经历连续三个月调整以后，当前债市行情已初具企稳迹象，待进入四季度债市利率或开启新一轮流畅下行，建议投资者做好防守反击，在10年国债1.8%附近择机进场。","news_type":1,"symbols_score_info":{"601878":1.5,"SSO":0.6,"IVV":0.6,"UPRO":0.6,"SPY":1.5,".SPX":0.6,"OEF":0.6,"OEX":0.6,"SPXU":0.6,"MESmain":0.6,"SH":0.6,"ESmain":0.6,"SDS":0.6}},"isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469935019467096,"gmtCreate":1755704553071,"gmtModify":1755704553730,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.XSP\">$迷你标准普尔500(.XSP)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/.XSP\">$迷你标准普尔500(.XSP)$ </a>&nbsp;","text":"$迷你标准普尔500(.XSP)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469935019467096","isVote":1,"tweetType":1,"viewCount":2944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":456905378074936,"gmtCreate":1752586129234,"gmtModify":1752586130551,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> kokokkokoo","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> kokokkokoo","text":"$特斯拉(TSLA)$ kokokkokoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456905378074936","isVote":1,"tweetType":1,"viewCount":2831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":454373546136144,"gmtCreate":1751961260567,"gmtModify":1751961262349,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"kokokokolokokokokokoo","listText":"kokokokolokokokokokoo","text":"kokokokolokokokokokoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454373546136144","isVote":1,"tweetType":1,"viewCount":2190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":414455687795104,"gmtCreate":1742223028470,"gmtModify":1742223030001,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v> koko","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v> koko","text":"$标普500(.SPX)$ koko","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414455687795104","isVote":1,"tweetType":1,"viewCount":2236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392431371374888,"gmtCreate":1736839585053,"gmtModify":1736839586166,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"加息，打击通货膨胀！","listText":"加息，打击通货膨胀！","text":"加息，打击通货膨胀！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392431371374888","repostId":"1167949011","repostType":4,"isVote":1,"tweetType":1,"viewCount":2821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391868498743592,"gmtCreate":1736703456385,"gmtModify":1736732101475,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"回到比特币初创时，一美分买一枚！","listText":"回到比特币初创时，一美分买一枚！","text":"回到比特币初创时，一美分买一枚！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391868498743592","isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391977465807224,"gmtCreate":1736703371822,"gmtModify":1736732098024,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"上比特币！干他！干他","listText":"上比特币！干他！干他","text":"上比特币！干他！干他","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391977465807224","isVote":1,"tweetType":1,"viewCount":2652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382313773891840,"gmtCreate":1734369406808,"gmtModify":1734369408970,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"下周回国","listText":"下周回国","text":"下周回国","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382313773891840","isVote":1,"tweetType":1,"viewCount":3329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357892961345752,"gmtCreate":1728395055355,"gmtModify":1728395056437,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$标普500波动率指数(VIX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357892961345752","isVote":1,"tweetType":1,"viewCount":2920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357206468211008,"gmtCreate":1728210588016,"gmtModify":1728210590470,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"做空港股正当时！","listText":"做空港股正当时！","text":"做空港股正当时！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357206468211008","repostId":"1160413525","repostType":4,"repost":{"id":"1160413525","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":1728187809,"share":"https://www.laohu8.com/m/news/1160413525?lang=zh_CN&edition=full","pubTime":"2024-10-06 12:10","market":"hk","language":"zh","title":"陈茂波：港股市值升至39.4万亿港元，预期不少公司将加快在港上市进程","url":"https://stock-news.laohu8.com/highlight/detail?id=1160413525","media":"老虎资讯综合","summary":"九月起至本周五的平均每日成交约1920亿港元，较八月平均每日成交额高出一倍。港股市值亦升至39.4万亿港元。可以预期，市况回升以及投资者审慎看好后市，将推动不少公司加快在港上市的进程，当中包括不少创科企业；同时亦将促成更多企业在港落户。","content":"<html><head></head><body><p>10月6日，香港特区政府财政司司长陈茂波在香港特区政府网站发表司长随笔称，踏入2024年的第四季度，整体市场气氛显著改善，恒生指数升至约两年半高位，过去15个交易日累积上升超过5600点，升幅33%。九月起至本周五的平均每日成交约1920亿港元，较八月平均每日成交额高出一倍。港股市值亦升至39.4万亿港元。</p><p>一些持有港股比例较高的投资产品，表现亦水涨船高。就以强积金投资为例，有研究机构报告指出，港股九月份的突出表现，令第三季强积金整体回报有超过7%，是近两年来表现最好的季度。可以预期，市况回升以及投资者审慎看好后市，将推动不少公司加快在港上市的进程，当中包括不少创科企业；同时亦将促成更多企业在港落户。</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>陈茂波：港股市值升至39.4万亿港元，预期不少公司将加快在港上市进程</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陈茂波：港股市值升至39.4万亿港元，预期不少公司将加快在港上市进程\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\">2024-10-06 12:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月6日，香港特区政府财政司司长陈茂波在香港特区政府网站发表司长随笔称，踏入2024年的第四季度，整体市场气氛显著改善，恒生指数升至约两年半高位，过去15个交易日累积上升超过5600点，升幅33%。九月起至本周五的平均每日成交约1920亿港元，较八月平均每日成交额高出一倍。港股市值亦升至39.4万亿港元。</p><p>一些持有港股比例较高的投资产品，表现亦水涨船高。就以强积金投资为例，有研究机构报告指出，港股九月份的突出表现，令第三季强积金整体回报有超过7%，是近两年来表现最好的季度。可以预期，市况回升以及投资者审慎看好后市，将推动不少公司加快在港上市的进程，当中包括不少创科企业；同时亦将促成更多企业在港落户。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160413525","content_text":"10月6日，香港特区政府财政司司长陈茂波在香港特区政府网站发表司长随笔称，踏入2024年的第四季度，整体市场气氛显著改善，恒生指数升至约两年半高位，过去15个交易日累积上升超过5600点，升幅33%。九月起至本周五的平均每日成交约1920亿港元，较八月平均每日成交额高出一倍。港股市值亦升至39.4万亿港元。一些持有港股比例较高的投资产品，表现亦水涨船高。就以强积金投资为例，有研究机构报告指出，港股九月份的突出表现，令第三季强积金整体回报有超过7%，是近两年来表现最好的季度。可以预期，市况回升以及投资者审慎看好后市，将推动不少公司加快在港上市的进程，当中包括不少创科企业；同时亦将促成更多企业在港落户。","news_type":1,"symbols_score_info":{"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":3358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345819304009912,"gmtCreate":1725470759696,"gmtModify":1725470761961,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"下周回国！","listText":"下周回国！","text":"下周回国！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345819304009912","isVote":1,"tweetType":1,"viewCount":3344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343316533596360,"gmtCreate":1724846622523,"gmtModify":1724846624356,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"差不多，半斤对八两。","listText":"差不多，半斤对八两。","text":"差不多，半斤对八两。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343316533596360","repostId":"2462912105","repostType":2,"repost":{"id":"2462912105","kind":"news","pubTimestamp":1724803840,"share":"https://www.laohu8.com/m/news/2462912105?lang=zh_CN&edition=full","pubTime":"2024-08-28 08:10","market":"us","language":"zh","title":"美国大选扑朔迷离，期权暗示选举后股市恐大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2462912105","media":"智通财经","summary":"几个月来，10月份VIX期货的溢价持续存在，表明人们预期11月5日选举日将导致股市波动性加剧。他表示，选举后第二天的价格上涨意味着标普500指数在选举后突破这一区间的可能性比选举前高出约20%。据了解，自从美国总统拜登于7月21日退出竞选并支持哈里斯以来，这名民主党总统候选人的竞选前景明显改观。在上周的民主党全国代表大会之后，Real Clear Politics的民调显示，哈里斯在全国范围内的支持率为48.4%，特朗普为46.9%。","content":"<html><head></head><body><p>8月28日，除了<a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>波动率指数(VIX)期货外，试图了解美国总统大选前后股市情绪的投资者现在可以直接关注与选举期相关的<a href=\"https://laohu8.com/S/161125\">标普500</a>指数期权。几个月来，10月份VIX期货的溢价持续存在，表明人们预期11月5日选举日将导致股市波动性加剧。就在几周前，交易员还可以监控那段时间的标普500指数期权，这些期权反映出在投票后股市大幅波动的可能性更大。</p><p>与前一天到期的期权合约相比，11月6日到期、行权价在当前市场水平附近的看涨期权和看跌期权并没有贵多少。但衍生品分析公司Asym 500的创始人Rocky Fishman表示，进一步的场外价差交易意味着，标普指数大幅波动的可能性更高，尤其是下跌。</p><p>Fishman引用了5000/4800看跌期权价差的例子，该价差远低于标普500指数目前约5600点的水平。11月6日，买入5000点的看跌期权、卖出4800点看跌期权的价格为8.20美元，而一天前到期的合约价格为6.80美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29e20872614cf0224a7333613d765147\" tg-width=\"858\" tg-height=\"310\"/></p><p>他表示，选举后第二天的价格上涨意味着标普500指数在选举后突破这一区间的可能性比选举前高出约20%。</p><p>据了解，自从美国总统拜登于7月21日退出竞选并支持哈里斯以来，这名民主党总统候选人的竞选前景明显改观。在上周的民主党全国代表大会之后，Real Clear Politics的民调显示，哈里斯在全国范围内的支持率为48.4%，特朗普为46.9%。在拜登退出竞选时，哈里斯和特朗普的支持率分别为46.2%和48.1%。总体而言，市场认为两位候选人仍势均力敌。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国大选扑朔迷离，期权暗示选举后股市恐大跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国大选扑朔迷离，期权暗示选举后股市恐大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-28 08:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1172756.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月28日，除了芝加哥期权交易所波动率指数(VIX)期货外，试图了解美国总统大选前后股市情绪的投资者现在可以直接关注与选举期相关的标普500指数期权。几个月来，10月份VIX期货的溢价持续存在，表明人们预期11月5日选举日将导致股市波动性加剧。就在几周前，交易员还可以监控那段时间的标普500指数期权，这些期权反映出在投票后股市大幅波动的可能性更大。与前一天到期的期权合约相比，11月6日到期、行权价...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1172756.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/627bc890436e46f74a0fe8143398a725","relate_stocks":{".DJI":"道琼斯","BK4588":"碎股","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/1172756.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462912105","content_text":"8月28日，除了芝加哥期权交易所波动率指数(VIX)期货外，试图了解美国总统大选前后股市情绪的投资者现在可以直接关注与选举期相关的标普500指数期权。几个月来，10月份VIX期货的溢价持续存在，表明人们预期11月5日选举日将导致股市波动性加剧。就在几周前，交易员还可以监控那段时间的标普500指数期权，这些期权反映出在投票后股市大幅波动的可能性更大。与前一天到期的期权合约相比，11月6日到期、行权价在当前市场水平附近的看涨期权和看跌期权并没有贵多少。但衍生品分析公司Asym 500的创始人Rocky Fishman表示，进一步的场外价差交易意味着，标普指数大幅波动的可能性更高，尤其是下跌。Fishman引用了5000/4800看跌期权价差的例子，该价差远低于标普500指数目前约5600点的水平。11月6日，买入5000点的看跌期权、卖出4800点看跌期权的价格为8.20美元，而一天前到期的合约价格为6.80美元。他表示，选举后第二天的价格上涨意味着标普500指数在选举后突破这一区间的可能性比选举前高出约20%。据了解，自从美国总统拜登于7月21日退出竞选并支持哈里斯以来，这名民主党总统候选人的竞选前景明显改观。在上周的民主党全国代表大会之后，Real Clear Politics的民调显示，哈里斯在全国范围内的支持率为48.4%，特朗普为46.9%。在拜登退出竞选时，哈里斯和特朗普的支持率分别为46.2%和48.1%。总体而言，市场认为两位候选人仍势均力敌。","news_type":1,"symbols_score_info":{".SPX":1.1,".DJI":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343315751514304,"gmtCreate":1724846540935,"gmtModify":1724846542768,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"如何在波动中分到一杯羹?","listText":"如何在波动中分到一杯羹?","text":"如何在波动中分到一杯羹?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343315751514304","repostId":"1171591740","repostType":2,"repost":{"id":"1171591740","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1724817536,"share":"https://www.laohu8.com/m/news/1171591740?lang=zh_CN&edition=full","pubTime":"2024-08-28 11:58","market":"us","language":"zh","title":"期权女巫 | Nvidia业绩或引发3000亿美元市场巨震！系好安全带，美银推荐价差策略对冲市场波动","url":"https://stock-news.laohu8.com/highlight/detail?id=1171591740","media":"期权女巫","summary":"美国股票期权市场的交易员预计，Nvidia即将发布的财报可能会引发这家全球最强大的人工智能芯片制造商的市值波动超过3000亿美元。这一预期波动幅度不仅比过去三年内任何一次Nvidia财报前的预期波动更大，而且也远高于该公司过去三年财报发布后的平均股价波动8.1%。考虑到Nvidia的市值约为3.15万亿美元，分析师表示，股价波动9.8%相当于市值变动约3087亿美元，这可能是历史上任何公司预期的最大财报波动。Nvidia的财报结果对更广泛的市场也有重大影响。","content":"<html><head></head><body><p>美国股票期权市场的交易员预计，Nvidia即将发布的财报可能会引发这家全球最强大的人工智能芯片制造商的市值波动超过3000亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d9cc8e7524adfb78a8cd31db31c5b024\" tg-width=\"560\" tg-height=\"240\"/></p><p>根据分析公司ORATS的数据，期权定价显示，交易员们预计公司股价在财报发布后的第二天会有大约9.8%的波动。这一预期波动幅度不仅比过去三年内任何一次Nvidia财报前的预期波动更大，而且也远高于该公司过去三年财报发布后的平均股价波动8.1%。</p><p>考虑到Nvidia的市值约为3.15万亿美元，分析师表示，股价波动9.8%相当于市值变动约3087亿美元，这可能是历史上任何公司预期的最大财报波动。</p><p>根据LSEG的数据，这样的波动幅度远远超过标普500指数中95%的成分股的市值，包括Netflix和默克公司。</p><p>Nvidia的财报结果对更广泛的市场也有重大影响。Nvidia的芯片被广泛认为是人工智能领域的黄金标准，该公司今年股价已经上涨了约159%，占到了标普500指数年初至今18%涨幅的四分之一。</p><p>互动经纪公司首席策略师Steve Sosnick表示：“Nvidia在标普500指数的整体盈利中占了很大比重。它就像Atlas（希腊神话中的擎天神）一样支撑着市场。”</p><p>期权定价显示，交易员们更担心错过Nvidia大幅上涨的机会，而不是因大幅下跌而受到损失。</p><p>根据Susquehanna Financial对期权数据的分析，交易员认为Nvidia股价到周五上涨超过20%的概率为7%，而下跌超过20%的概率仅为4%。</p><p>Sosnick表示：“在财报发布前，人们通常会购买对冲工具，或者说购买一个保险，但在Nvidia的故事里，很多保险都是‘错过上涨’的保险。”也就是“害怕错过”（FOMO）的心态。“他们不想错过一场上涨。”</p><p><strong>期权策略</strong></p><p>美国银行认为市场似乎对Nvidia财报的情绪过于乐观，投资者应该警惕这种乐观情绪可能触发的大抛售。<strong>衍生品策略分析师 Gonzalo Asis</strong> 在周日的客户报告中表示，投资者应该考虑使用防御性的期权交易，以防财报不如预期，引发市场抛售。</p><p><strong>“Nvidia 的财报一直是股市指数的主要推动力……投资者可能低估了财报不达预期的风险。我们认为相比基于Nvidia的对冲策略，S&amp;P 500指数（标普500）认沽价差策略能够更好地保护投资者免受风险及其对更广泛市场的影响。”</strong> Asis在报告中指出。</p><p><strong>他建议可以考虑</strong> <strong><a href=\"https://laohu8.com/S/SPY\">标普500ETF</a></strong> <strong>上进行认沽价差交易</strong>。Nvidia 是 SPY 基金中的第二大持股，超过 6% 的比例，而且它在最近的市场上涨中已经成为市场情绪的关键指标。</p><p>看空期权（Put Option）赋予持有人在预设的行权价格卖出标的资产的权利。Asis 提到的这项认沽价差交易包括购买555 美元行权价的认沽期权，同时卖出 545 美元行权价的认沽期权。‌<a href=\"https://laohu8.com/OPT/SPY 20240829 545.0 PUT SELL 1 | SPY 20240829 555.0 PUT BUY 1\" title=\"$SPY 跨價 240829 545P/555P$  \" class=\"immutable-element\">$SPY 跨價 240829 545P/555P$  </a>（此策略到期日是2024年8月29日，英伟达财报后的第二天）‌</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/088a991fee2a35a67ec8f6d03f87579d\" tg-width=\"1179\" tg-height=\"1199\"/></p><p>通过持有 555 美元行权价的认沽期权，这笔交易实际上是押注 SPY 的价格会跌破这个水平。卖出 545 美元行权价的认沽期权可以降低这笔交易的前期成本，但也限制了如果市场大幅下跌而导致两项期权都被行权时，交易的最大收益。</p><p> <a href=\"https://laohu8.com/S/SPY\">标普500ETF</a> 周二收盘价为每股561.56美元，这意味着如果SPY下跌仅1.1%，第一个认沽期权就会进入“实值”（即有利可图的状态）。相比之下，8月5日该基金曾下跌2.9%，当天芝加哥期权交易所波动率指数（VIX）也飙升至自2020年以来的最高水平。</p><p>此外，标普500的期权相较于Nvidia的期权来说，价格相对较便宜，特别是与过去的财报季相比（见下图）。</p><p>Asis和他的团队在周日表示：“结合历史价格来看，标普500的期权仍然提供了一个具有吸引力的切入点，可以对冲Nvidia财报的风险。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fefb6b4824486141e0115f88757859a7\" tg-width=\"1184\" tg-height=\"592\"/></p><p>同时，华尔街广受关注的“恐慌指数”—— <a href=\"https://laohu8.com/S/VIX\">标普500波动率指数</a> 本月初的突然飙升，突显了普遍的市场脆弱性正在回归，VIX在8月5日峰值超过65后，一直在快速下跌。截至周二，VIX报15.43，已经下跌了超过76%，且远低于其长期平均值20。</p><p>分析师表示：“VIX有史以来最快的回落提供了一个机会，可以在最近的急剧反弹后增加基于标普500的对冲工具。”</p><p>除了对冲Nvidia财报后的影响，Asis和他的团队还表示，标普500的认沽期权可以为即将到来的“宏观驱动因素”提供保护，比如“另一轮广泛市场的脆弱性冲击”。</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>期权女巫 | Nvidia业绩或引发3000亿美元市场巨震！系好安全带，美银推荐价差策略对冲市场波动</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期权女巫 | Nvidia业绩或引发3000亿美元市场巨震！系好安全带，美银推荐价差策略对冲市场波动\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2024-08-28 11:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国股票期权市场的交易员预计，Nvidia即将发布的财报可能会引发这家全球最强大的人工智能芯片制造商的市值波动超过3000亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d9cc8e7524adfb78a8cd31db31c5b024\" tg-width=\"560\" tg-height=\"240\"/></p><p>根据分析公司ORATS的数据，期权定价显示，交易员们预计公司股价在财报发布后的第二天会有大约9.8%的波动。这一预期波动幅度不仅比过去三年内任何一次Nvidia财报前的预期波动更大，而且也远高于该公司过去三年财报发布后的平均股价波动8.1%。</p><p>考虑到Nvidia的市值约为3.15万亿美元，分析师表示，股价波动9.8%相当于市值变动约3087亿美元，这可能是历史上任何公司预期的最大财报波动。</p><p>根据LSEG的数据，这样的波动幅度远远超过标普500指数中95%的成分股的市值，包括Netflix和默克公司。</p><p>Nvidia的财报结果对更广泛的市场也有重大影响。Nvidia的芯片被广泛认为是人工智能领域的黄金标准，该公司今年股价已经上涨了约159%，占到了标普500指数年初至今18%涨幅的四分之一。</p><p>互动经纪公司首席策略师Steve Sosnick表示：“Nvidia在标普500指数的整体盈利中占了很大比重。它就像Atlas（希腊神话中的擎天神）一样支撑着市场。”</p><p>期权定价显示，交易员们更担心错过Nvidia大幅上涨的机会，而不是因大幅下跌而受到损失。</p><p>根据Susquehanna Financial对期权数据的分析，交易员认为Nvidia股价到周五上涨超过20%的概率为7%，而下跌超过20%的概率仅为4%。</p><p>Sosnick表示：“在财报发布前，人们通常会购买对冲工具，或者说购买一个保险，但在Nvidia的故事里，很多保险都是‘错过上涨’的保险。”也就是“害怕错过”（FOMO）的心态。“他们不想错过一场上涨。”</p><p><strong>期权策略</strong></p><p>美国银行认为市场似乎对Nvidia财报的情绪过于乐观，投资者应该警惕这种乐观情绪可能触发的大抛售。<strong>衍生品策略分析师 Gonzalo Asis</strong> 在周日的客户报告中表示，投资者应该考虑使用防御性的期权交易，以防财报不如预期，引发市场抛售。</p><p><strong>“Nvidia 的财报一直是股市指数的主要推动力……投资者可能低估了财报不达预期的风险。我们认为相比基于Nvidia的对冲策略，S&amp;P 500指数（标普500）认沽价差策略能够更好地保护投资者免受风险及其对更广泛市场的影响。”</strong> Asis在报告中指出。</p><p><strong>他建议可以考虑</strong> <strong><a href=\"https://laohu8.com/S/SPY\">标普500ETF</a></strong> <strong>上进行认沽价差交易</strong>。Nvidia 是 SPY 基金中的第二大持股，超过 6% 的比例，而且它在最近的市场上涨中已经成为市场情绪的关键指标。</p><p>看空期权（Put Option）赋予持有人在预设的行权价格卖出标的资产的权利。Asis 提到的这项认沽价差交易包括购买555 美元行权价的认沽期权，同时卖出 545 美元行权价的认沽期权。‌<a href=\"https://laohu8.com/OPT/SPY 20240829 545.0 PUT SELL 1 | SPY 20240829 555.0 PUT BUY 1\" title=\"$SPY 跨價 240829 545P/555P$  \" class=\"immutable-element\">$SPY 跨價 240829 545P/555P$  </a>（此策略到期日是2024年8月29日，英伟达财报后的第二天）‌</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/088a991fee2a35a67ec8f6d03f87579d\" tg-width=\"1179\" tg-height=\"1199\"/></p><p>通过持有 555 美元行权价的认沽期权，这笔交易实际上是押注 SPY 的价格会跌破这个水平。卖出 545 美元行权价的认沽期权可以降低这笔交易的前期成本，但也限制了如果市场大幅下跌而导致两项期权都被行权时，交易的最大收益。</p><p> <a href=\"https://laohu8.com/S/SPY\">标普500ETF</a> 周二收盘价为每股561.56美元，这意味着如果SPY下跌仅1.1%，第一个认沽期权就会进入“实值”（即有利可图的状态）。相比之下，8月5日该基金曾下跌2.9%，当天芝加哥期权交易所波动率指数（VIX）也飙升至自2020年以来的最高水平。</p><p>此外，标普500的期权相较于Nvidia的期权来说，价格相对较便宜，特别是与过去的财报季相比（见下图）。</p><p>Asis和他的团队在周日表示：“结合历史价格来看，标普500的期权仍然提供了一个具有吸引力的切入点，可以对冲Nvidia财报的风险。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fefb6b4824486141e0115f88757859a7\" tg-width=\"1184\" tg-height=\"592\"/></p><p>同时，华尔街广受关注的“恐慌指数”—— <a href=\"https://laohu8.com/S/VIX\">标普500波动率指数</a> 本月初的突然飙升，突显了普遍的市场脆弱性正在回归，VIX在8月5日峰值超过65后，一直在快速下跌。截至周二，VIX报15.43，已经下跌了超过76%，且远低于其长期平均值20。</p><p>分析师表示：“VIX有史以来最快的回落提供了一个机会，可以在最近的急剧反弹后增加基于标普500的对冲工具。”</p><p>除了对冲Nvidia财报后的影响，Asis和他的团队还表示，标普500的认沽期权可以为即将到来的“宏观驱动因素”提供保护，比如“另一轮广泛市场的脆弱性冲击”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8effccd1ec9cd7dcf99c09781659ff15","relate_stocks":{"SPY":"标普500ETF","VIX":"标普500波动率指数","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171591740","content_text":"美国股票期权市场的交易员预计，Nvidia即将发布的财报可能会引发这家全球最强大的人工智能芯片制造商的市值波动超过3000亿美元。根据分析公司ORATS的数据，期权定价显示，交易员们预计公司股价在财报发布后的第二天会有大约9.8%的波动。这一预期波动幅度不仅比过去三年内任何一次Nvidia财报前的预期波动更大，而且也远高于该公司过去三年财报发布后的平均股价波动8.1%。考虑到Nvidia的市值约为3.15万亿美元，分析师表示，股价波动9.8%相当于市值变动约3087亿美元，这可能是历史上任何公司预期的最大财报波动。根据LSEG的数据，这样的波动幅度远远超过标普500指数中95%的成分股的市值，包括Netflix和默克公司。Nvidia的财报结果对更广泛的市场也有重大影响。Nvidia的芯片被广泛认为是人工智能领域的黄金标准，该公司今年股价已经上涨了约159%，占到了标普500指数年初至今18%涨幅的四分之一。互动经纪公司首席策略师Steve Sosnick表示：“Nvidia在标普500指数的整体盈利中占了很大比重。它就像Atlas（希腊神话中的擎天神）一样支撑着市场。”期权定价显示，交易员们更担心错过Nvidia大幅上涨的机会，而不是因大幅下跌而受到损失。根据Susquehanna Financial对期权数据的分析，交易员认为Nvidia股价到周五上涨超过20%的概率为7%，而下跌超过20%的概率仅为4%。Sosnick表示：“在财报发布前，人们通常会购买对冲工具，或者说购买一个保险，但在Nvidia的故事里，很多保险都是‘错过上涨’的保险。”也就是“害怕错过”（FOMO）的心态。“他们不想错过一场上涨。”期权策略美国银行认为市场似乎对Nvidia财报的情绪过于乐观，投资者应该警惕这种乐观情绪可能触发的大抛售。衍生品策略分析师 Gonzalo Asis 在周日的客户报告中表示，投资者应该考虑使用防御性的期权交易，以防财报不如预期，引发市场抛售。“Nvidia 的财报一直是股市指数的主要推动力……投资者可能低估了财报不达预期的风险。我们认为相比基于Nvidia的对冲策略，S&P 500指数（标普500）认沽价差策略能够更好地保护投资者免受风险及其对更广泛市场的影响。” Asis在报告中指出。他建议可以考虑 标普500ETF 上进行认沽价差交易。Nvidia 是 SPY 基金中的第二大持股，超过 6% 的比例，而且它在最近的市场上涨中已经成为市场情绪的关键指标。看空期权（Put Option）赋予持有人在预设的行权价格卖出标的资产的权利。Asis 提到的这项认沽价差交易包括购买555 美元行权价的认沽期权，同时卖出 545 美元行权价的认沽期权。‌$SPY 跨價 240829 545P/555P$  （此策略到期日是2024年8月29日，英伟达财报后的第二天）‌通过持有 555 美元行权价的认沽期权，这笔交易实际上是押注 SPY 的价格会跌破这个水平。卖出 545 美元行权价的认沽期权可以降低这笔交易的前期成本，但也限制了如果市场大幅下跌而导致两项期权都被行权时，交易的最大收益。 标普500ETF 周二收盘价为每股561.56美元，这意味着如果SPY下跌仅1.1%，第一个认沽期权就会进入“实值”（即有利可图的状态）。相比之下，8月5日该基金曾下跌2.9%，当天芝加哥期权交易所波动率指数（VIX）也飙升至自2020年以来的最高水平。此外，标普500的期权相较于Nvidia的期权来说，价格相对较便宜，特别是与过去的财报季相比（见下图）。Asis和他的团队在周日表示：“结合历史价格来看，标普500的期权仍然提供了一个具有吸引力的切入点，可以对冲Nvidia财报的风险。”同时，华尔街广受关注的“恐慌指数”—— 标普500波动率指数 本月初的突然飙升，突显了普遍的市场脆弱性正在回归，VIX在8月5日峰值超过65后，一直在快速下跌。截至周二，VIX报15.43，已经下跌了超过76%，且远低于其长期平均值20。分析师表示：“VIX有史以来最快的回落提供了一个机会，可以在最近的急剧反弹后增加基于标普500的对冲工具。”除了对冲Nvidia财报后的影响，Asis和他的团队还表示，标普500的认沽期权可以为即将到来的“宏观驱动因素”提供保护，比如“另一轮广泛市场的脆弱性冲击”。","news_type":1,"symbols_score_info":{"SPY":1.1,"VIX":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339174693200032,"gmtCreate":1723810478637,"gmtModify":1723810480073,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339174693200032","repostId":"2459407489","repostType":2,"repost":{"id":"2459407489","kind":"news","pubTimestamp":1723764449,"share":"https://www.laohu8.com/m/news/2459407489?lang=zh_CN&edition=full","pubTime":"2024-08-16 07:27","market":"us","language":"zh","title":"押注“比特币影子股”比英伟达涨跌更刺激：美股最强波动ETF来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2459407489","media":"华尔街见闻","summary":"本周四推出的杠杆式单只股票ETF MSTX标的为大举投资比特币的MicroStrategy。MicroStrategy个股的90日波动率达到97%，最近波动已超比特币的英伟达这一波动指标也不过63%。","content":"<html><head></head><body><p>在以高风险产品闻名的美国ETF市场，对风险的偏好往往是没有最高，只有更高。一只最新脱颖而出的ETF堪称高风险波动投资的佼佼者。</p><p>本周四，管理14亿美元资产的Defiance 推出交易代码为MSTX的ETF——<a href=\"https://laohu8.com/S/MSTX\">Defiance Daily Target 1.75X Long MSTR ETF</a>。从它的全名可以看出，该基金旨在通过押注股票代码为MSTR的美国商业智能和移动软件公司MicroStrategy Inc.提供每日的杠杆投资回报。</p><p>MicroStrategy因大举持有比特币而被称为“比特币影子股”，仅今年3月11日宣布的增持1.2万枚比特币行动就大手笔投入近8.22亿美元。</p><p>由于MicroStrategy被视为比特币的替代，该个股的90日期间波动率约为97%。因此媒体估算，Defiance的新ETF MSTX可能会称为美国市场波动最大的的ETF。相比之下，另一只容易出现较大波动的个股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>90日波动率为66%，至于本月初华尔街见闻提到暴涨暴跌波动已超过比特币的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，这一波动指标为63%。而追踪大盘<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的基金SPY波动率只有14%。</p><p>媒体指出，今年大部分时间美股都处于涨势，利用衍生品提供个股高回报或反向回报的ETF人气急升，吸引了数十亿美元的资金以一系列发行人推出新品。MSTX是这类基金中的新成员，其投资者可能会面临所有 ETF 中最剧烈的波动。有评论称目前高风险ETF市场正处于激烈的“军备竞赛”，越来越多的发行人希望突破波动率的极限，因为这类产品有市场。</p><p>2022年7月，美国首只杠杆式单只股票ETF正式上市，标志着美国ETF进入“个股时代”。此类ETF创新地将杠杆倍数投资的机制应用在了单只股票，投资者可通过购买此类产品，对标的股票进行看多或看空的杠杆倍数投资。</p><p>美国证监会SEC的官员曾对这类利用波动获利的ETF发出警告，尤其是针对散户的风险。但警告并没有抑制华尔街和投资者的热情。杠杆式基金涵盖各种资产、策略和主题。许多公司还能对相关产品收取相对一般ETF更高的费用，因为收费较低的大型ETF发行人不涉足杠杆基金和反向基金。Strategas的ETF 策略师Todd Sohn称，杠杆式单只股票ETF显然引起了交易者的共鸣。这是一个新的先锋领域，特别是对试图在该行业占有一席之地的小型发行人而言。</p><p>媒体估算，过去两个季度，单只股票ETF的资产规模几乎翻了一倍，目前约为85亿美元。今年这类ETF也的确表现不俗。比如两倍做多英伟达的两只ETF——T-Rex 2X Long NVIDIA Daily Target ETF (NVDX) 和 <a href=\"https://laohu8.com/S/NVDL\">GraniteShares 2x Long NVDA Daily ETF</a> (NVDL)今年回报率分别达到330%和290%。其中，NVDL 的资产已从年初的约2亿美元飙升至50亿美元。</p></body></html>","source":"wallstreetcn_hot_news","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>押注“比特币影子股”比英伟达涨跌更刺激：美股最强波动ETF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; 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押注“比特币影子股”比英伟达涨跌更刺激：美股最强波动ETF来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-16 07:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3724319><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在以高风险产品闻名的美国ETF市场，对风险的偏好往往是没有最高，只有更高。一只最新脱颖而出的ETF堪称高风险波动投资的佼佼者。本周四，管理14亿美元资产的Defiance 推出交易代码为MSTX的ETF——Defiance Daily Target 1.75X Long MSTR ETF。从它的全名可以看出，该基金旨在通过押注股票代码为MSTR的美国商业智能和移动软件公司MicroStrategy...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3724319\">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/414360f2ef7b5c785cb936b4a9b53a44","relate_stocks":{"IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4549":"软银资本持仓","BK4588":"碎股","BK4579":"人工智能","LU0056508442.USD":"贝莱德世界科技基金A2","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4595":"比特币概念","MSTX":"2倍做多MSTR ETF-Defiance","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4539":"次新股","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4543":"AI","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4527":"明星科技股","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","MSTR":"Strategy","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","NVDL":"2倍做多NVDA ETF-GraniteShares","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4503":"景林资产持仓","BK4023":"应用软件","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4587":"ChatGPT概念","BK4547":"WSB热门概念","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4592":"伊斯兰概念","LU0072462426.USD":"贝莱德全球配置 A2"},"source_url":"https://wallstreetcn.com/articles/3724319","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2459407489","content_text":"在以高风险产品闻名的美国ETF市场，对风险的偏好往往是没有最高，只有更高。一只最新脱颖而出的ETF堪称高风险波动投资的佼佼者。本周四，管理14亿美元资产的Defiance 推出交易代码为MSTX的ETF——Defiance Daily Target 1.75X Long MSTR ETF。从它的全名可以看出，该基金旨在通过押注股票代码为MSTR的美国商业智能和移动软件公司MicroStrategy Inc.提供每日的杠杆投资回报。MicroStrategy因大举持有比特币而被称为“比特币影子股”，仅今年3月11日宣布的增持1.2万枚比特币行动就大手笔投入近8.22亿美元。由于MicroStrategy被视为比特币的替代，该个股的90日期间波动率约为97%。因此媒体估算，Defiance的新ETF MSTX可能会称为美国市场波动最大的的ETF。相比之下，另一只容易出现较大波动的个股特斯拉90日波动率为66%，至于本月初华尔街见闻提到暴涨暴跌波动已超过比特币的英伟达，这一波动指标为63%。而追踪大盘标普500指数的基金SPY波动率只有14%。媒体指出，今年大部分时间美股都处于涨势，利用衍生品提供个股高回报或反向回报的ETF人气急升，吸引了数十亿美元的资金以一系列发行人推出新品。MSTX是这类基金中的新成员，其投资者可能会面临所有 ETF 中最剧烈的波动。有评论称目前高风险ETF市场正处于激烈的“军备竞赛”，越来越多的发行人希望突破波动率的极限，因为这类产品有市场。2022年7月，美国首只杠杆式单只股票ETF正式上市，标志着美国ETF进入“个股时代”。此类ETF创新地将杠杆倍数投资的机制应用在了单只股票，投资者可通过购买此类产品，对标的股票进行看多或看空的杠杆倍数投资。美国证监会SEC的官员曾对这类利用波动获利的ETF发出警告，尤其是针对散户的风险。但警告并没有抑制华尔街和投资者的热情。杠杆式基金涵盖各种资产、策略和主题。许多公司还能对相关产品收取相对一般ETF更高的费用，因为收费较低的大型ETF发行人不涉足杠杆基金和反向基金。Strategas的ETF 策略师Todd Sohn称，杠杆式单只股票ETF显然引起了交易者的共鸣。这是一个新的先锋领域，特别是对试图在该行业占有一席之地的小型发行人而言。媒体估算，过去两个季度，单只股票ETF的资产规模几乎翻了一倍，目前约为85亿美元。今年这类ETF也的确表现不俗。比如两倍做多英伟达的两只ETF——T-Rex 2X Long NVIDIA Daily Target ETF (NVDX) 和 GraniteShares 2x Long NVDA Daily ETF (NVDL)今年回报率分别达到330%和290%。其中，NVDL 的资产已从年初的约2亿美元飙升至50亿美元。","news_type":1,"symbols_score_info":{"MSTX":1.1,"NVDL":1.1,"MSTR":1.1}},"isVote":1,"tweetType":1,"viewCount":1697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288511092228376,"gmtCreate":1711469931854,"gmtModify":1711469932913,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v> koko","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v> koko","text":"$标普500(.SPX)$ koko","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288511092228376","isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234382562844776,"gmtCreate":1698250078949,"gmtModify":1698250080517,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"kokokokokokokkokookkoo","listText":"kokokokokokokkokookkoo","text":"kokokokokokokkokookkoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234382562844776","isVote":1,"tweetType":1,"viewCount":2517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":211406552236288,"gmtCreate":1692643773352,"gmtModify":1692643774807,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"加息，下跌， 减息上涨， 股市。","listText":"加息，下跌， 减息上涨， 股市。","text":"加息，下跌， 减息上涨， 股市。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211406552236288","isVote":1,"tweetType":1,"viewCount":3462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189784534343736,"gmtCreate":1687359436565,"gmtModify":1687359437825,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"哈哈！","listText":"哈哈！","text":"哈哈！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189784534343736","repostId":"1171829485","repostType":4,"repost":{"id":"1171829485","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":1687355851,"share":"https://www.laohu8.com/m/news/1171829485?lang=zh_CN&edition=full","pubTime":"2023-06-21 21:57","market":"other","language":"zh","title":"法拉第未来一度跌超17%，此前贾跃亭回应FF 91交付推迟","url":"https://stock-news.laohu8.com/highlight/detail?id=1171829485","media":"老虎资讯综合","summary":"6月21日，法拉第未来一度跌超17%，此前贾跃亭就法拉第未来首款车型第二阶段交付推迟致歉。","content":"<html><head></head><body><p>6月21日，<a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>一度跌超17%，此前贾跃亭就法拉第未来首款车型第二阶段交付推迟致歉。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5307b47ad9843d274d236a337f7f9194\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>法拉第未来一度跌超17%，此前贾跃亭回应FF 91交付推迟</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法拉第未来一度跌超17%，此前贾跃亭回应FF 91交付推迟\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\">2023-06-21 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月21日，<a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>一度跌超17%，此前贾跃亭就法拉第未来首款车型第二阶段交付推迟致歉。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5307b47ad9843d274d236a337f7f9194\" 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/da02b327d14fbb528d302ef2b9995bf1","relate_stocks":{"BK4555":"新能源车","BK4109":"特种化学制品","BK4099":"汽车制造商","FF":"FutureFuel Corporation"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171829485","content_text":"6月21日，法拉第未来一度跌超17%，此前贾跃亭就法拉第未来首款车型第二阶段交付推迟致歉。","news_type":1,"symbols_score_info":{"FFIE":1,"FF":1}},"isVote":1,"tweetType":1,"viewCount":3269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651035099,"gmtCreate":1681339993712,"gmtModify":1681339995122,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"ko","listText":"ko","text":"ko","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651035099","repostId":"653722840","repostType":1,"repost":{"id":653722840,"gmtCreate":1681285740000,"gmtModify":1681288770196,"author":{"id":"3579560926082632","authorId":"3579560926082632","name":"投资界","avatar":"https://static.tigerbbs.com/6a09632062f91283b4308e641ec08979","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579560926082632","idStr":"3579560926082632"},"themes":[],"title":"30亿，四川攀枝花市绿色低碳产业基金成立","htmlText":"投资界-解码LP消息，3月28日，攀枝花市绿色低碳产业发展股权投资基金中心（有限合伙）正式挂牌成立。产业基金募集规模30亿元，存续期8年（其中：投资期5年、退出期3年），采用认缴制，首期募集5亿元。今后根据全市产业发展需求和市场容量，逐步扩大募资规模。 产业基金按照“政府引导、市场运作、循序渐进、防范风险”原则投资运作。运作方式包括股权方式直接投资项目（企业）或采用“母子”基金模式。基金重点投资绿色低碳产业，包括钒钛资源综合利用、新能源、新材料、现代制造、现代农业、文化旅游等战略新兴、高端成长型产业，支持产业链条整合和完善，重大技术成果转化。基金出资人根据产业基金投资业务开展需要，按认缴比例同步到位资金。按照“利益共享、风险共担”原则，约定收益处理和亏损负担方式。产业基金存续期满后终止，并在各出资人监督下组织清算。 获取更多LP资讯，来👉VC情报局 https://vc.pedaily.cn/lp/index","listText":"投资界-解码LP消息，3月28日，攀枝花市绿色低碳产业发展股权投资基金中心（有限合伙）正式挂牌成立。产业基金募集规模30亿元，存续期8年（其中：投资期5年、退出期3年），采用认缴制，首期募集5亿元。今后根据全市产业发展需求和市场容量，逐步扩大募资规模。 产业基金按照“政府引导、市场运作、循序渐进、防范风险”原则投资运作。运作方式包括股权方式直接投资项目（企业）或采用“母子”基金模式。基金重点投资绿色低碳产业，包括钒钛资源综合利用、新能源、新材料、现代制造、现代农业、文化旅游等战略新兴、高端成长型产业，支持产业链条整合和完善，重大技术成果转化。基金出资人根据产业基金投资业务开展需要，按认缴比例同步到位资金。按照“利益共享、风险共担”原则，约定收益处理和亏损负担方式。产业基金存续期满后终止，并在各出资人监督下组织清算。 获取更多LP资讯，来👉VC情报局 https://vc.pedaily.cn/lp/index","text":"投资界-解码LP消息，3月28日，攀枝花市绿色低碳产业发展股权投资基金中心（有限合伙）正式挂牌成立。产业基金募集规模30亿元，存续期8年（其中：投资期5年、退出期3年），采用认缴制，首期募集5亿元。今后根据全市产业发展需求和市场容量，逐步扩大募资规模。 产业基金按照“政府引导、市场运作、循序渐进、防范风险”原则投资运作。运作方式包括股权方式直接投资项目（企业）或采用“母子”基金模式。基金重点投资绿色低碳产业，包括钒钛资源综合利用、新能源、新材料、现代制造、现代农业、文化旅游等战略新兴、高端成长型产业，支持产业链条整合和完善，重大技术成果转化。基金出资人根据产业基金投资业务开展需要，按认缴比例同步到位资金。按照“利益共享、风险共担”原则，约定收益处理和亏损负担方式。产业基金存续期满后终止，并在各出资人监督下组织清算。 获取更多LP资讯，来👉VC情报局 https://vc.pedaily.cn/lp/index","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653722840","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":879036009,"gmtCreate":1636668994596,"gmtModify":1636668994596,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"okokokokok","listText":"okokokokok","text":"okokokokok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879036009","isVote":1,"tweetType":1,"viewCount":4623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849724788,"gmtCreate":1635778642776,"gmtModify":1635778642776,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"spy今天的put不让买，小虎出来，解释一下。","listText":"spy今天的put不让买，小虎出来，解释一下。","text":"spy今天的put不让买，小虎出来，解释一下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/849724788","isVote":1,"tweetType":1,"viewCount":7069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397706131,"gmtCreate":1608334705123,"gmtModify":1703852528069,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"凌晨买正股优危爱克思外，赢利一千二百美元，不让平仓，一直到四点三十分以后，变为亏损二百多美元，系统才让平仓，不讲武德[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;幸亏我玩的是模拟盘[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","listText":"凌晨买正股优危爱克思外，赢利一千二百美元，不让平仓，一直到四点三十分以后，变为亏损二百多美元，系统才让平仓，不讲武德[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;幸亏我玩的是模拟盘[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","text":"凌晨买正股优危爱克思外，赢利一千二百美元，不让平仓，一直到四点三十分以后，变为亏损二百多美元，系统才让平仓，不讲武德[喷血] [喷血] [喷血] [喷血] [喷血] 幸亏我玩的是模拟盘[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/397706131","isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397455314,"gmtCreate":1608322548738,"gmtModify":1703852491251,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"现在连模拟盘也不能平仓，不讲武德[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;","listText":"现在连模拟盘也不能平仓，不讲武德[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;","text":"现在连模拟盘也不能平仓，不讲武德[喷血] [喷血] [喷血] [喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/397455314","isVote":1,"tweetType":1,"viewCount":1962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849750967,"gmtCreate":1635778682865,"gmtModify":1635778682865,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849750967","repostId":"849724788","repostType":1,"repost":{"id":849724788,"gmtCreate":1635778642776,"gmtModify":1635778642776,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"spy今天的put不让买，小虎出来，解释一下。","listText":"spy今天的put不让买，小虎出来，解释一下。","text":"spy今天的put不让买，小虎出来，解释一下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849724788","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193496,"gmtCreate":1527066368218,"gmtModify":1704893488243,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193496","repostId":"32585","repostType":4,"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669204469,"gmtCreate":1662437940251,"gmtModify":1662437941510,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"原油将下跃到十五美元一桶","listText":"原油将下跃到十五美元一桶","text":"原油将下跃到十五美元一桶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669204469","repostId":"2265440034","repostType":4,"isVote":1,"tweetType":1,"viewCount":3730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927289802,"gmtCreate":1588888175306,"gmtModify":1704178791754,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"okok","listText":"okok","text":"okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/927289802","repostId":"927859227","repostType":1,"repost":{"id":927859227,"gmtCreate":1588835459969,"gmtModify":1744960516934,"author":{"id":"3520134464145345","authorId":"3520134464145345","name":"锐问","avatar":"https://static.tigerbbs.com/af67035e05acd3d551a6474ea3df0455","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3520134464145345","idStr":"3520134464145345"},"themes":[],"title":"我在美国炒美股，美股暴跌怎么看？","htmlText":"作者｜林波 编辑｜周欣 受疫情影响，美股连续暴跌，百年不遇。 《锐问》专访多位在美炒股的金融行业从业者，让他们现身说法，聊聊自己和美股的那些事儿。 “这个世界，什么事情都可能发生” 林健。在美五年。华尔街多媒体（Wall Street Multimedia）新闻总监，驻纽约证券交易所和纳斯达克交易所财经主持人/记者。 有一天，美股单日暴跌900多点。我跟纽交所媒体部门一个管摄像的美国大哥聊天，“现在真的是很恐怖”，我说；他说，“there is nothing”。他说他工作了20多年，见证了2001年的911、2008年的金融危机，相比而言，这次暴跌真的不算什么。 其实3月份开始，纽交所就关闭了，但我跟纽交所的交易员呢，也还保持一些交流。我的观察来看，对于这次美股的暴跌，总体来说，他们还是比较惊讶的。但是，第2次熔断发生之后，他们的心情就比较平静了。 与中国投资者相比，纽交所交易员非常关注国际事件。他们每天会全面的去看股市情况和整个市场的动态，不单单是关注美国，比如Scott redler，他每天早上4:00就起床看盘，每天下午4点美股收盘之后，还跟小组组员开研讨会，回顾这一天，美国、欧洲市场和A股发生了什么。 每个交易员都有自己的交易策略。比如Scott redler经常跟我说，如果一个股票，或者说标普500的大盘，跌到了8天均线和15天均线以下，尤其这两个均线都已经同时被跌穿的话，它一定就会改变。这是他的经验。 从我个人的经历来说，过程比较惊险。我目前主要持有科技股，比如特斯拉、亚马逊、zoom、吉利德、阿里巴巴、netflix。一开始，跌幅超过30%。我担心会持续下去，就进行了减仓。除了有几只我特别喜欢的股票，很多就抛了，算是割肉了。 然后，我又及时买入了一些我认为会上涨的股票。买的比较成功的是两倍做多VIX短期期货指数TVIX（恐慌指数VIX衍生出来的ETF）。买的","listText":"作者｜林波 编辑｜周欣 受疫情影响，美股连续暴跌，百年不遇。 《锐问》专访多位在美炒股的金融行业从业者，让他们现身说法，聊聊自己和美股的那些事儿。 “这个世界，什么事情都可能发生” 林健。在美五年。华尔街多媒体（Wall Street Multimedia）新闻总监，驻纽约证券交易所和纳斯达克交易所财经主持人/记者。 有一天，美股单日暴跌900多点。我跟纽交所媒体部门一个管摄像的美国大哥聊天，“现在真的是很恐怖”，我说；他说，“there is nothing”。他说他工作了20多年，见证了2001年的911、2008年的金融危机，相比而言，这次暴跌真的不算什么。 其实3月份开始，纽交所就关闭了，但我跟纽交所的交易员呢，也还保持一些交流。我的观察来看，对于这次美股的暴跌，总体来说，他们还是比较惊讶的。但是，第2次熔断发生之后，他们的心情就比较平静了。 与中国投资者相比，纽交所交易员非常关注国际事件。他们每天会全面的去看股市情况和整个市场的动态，不单单是关注美国，比如Scott redler，他每天早上4:00就起床看盘，每天下午4点美股收盘之后，还跟小组组员开研讨会，回顾这一天，美国、欧洲市场和A股发生了什么。 每个交易员都有自己的交易策略。比如Scott redler经常跟我说，如果一个股票，或者说标普500的大盘，跌到了8天均线和15天均线以下，尤其这两个均线都已经同时被跌穿的话，它一定就会改变。这是他的经验。 从我个人的经历来说，过程比较惊险。我目前主要持有科技股，比如特斯拉、亚马逊、zoom、吉利德、阿里巴巴、netflix。一开始，跌幅超过30%。我担心会持续下去，就进行了减仓。除了有几只我特别喜欢的股票，很多就抛了，算是割肉了。 然后，我又及时买入了一些我认为会上涨的股票。买的比较成功的是两倍做多VIX短期期货指数TVIX（恐慌指数VIX衍生出来的ETF）。买的","text":"作者｜林波 编辑｜周欣 受疫情影响，美股连续暴跌，百年不遇。 《锐问》专访多位在美炒股的金融行业从业者，让他们现身说法，聊聊自己和美股的那些事儿。 “这个世界，什么事情都可能发生” 林健。在美五年。华尔街多媒体（Wall Street Multimedia）新闻总监，驻纽约证券交易所和纳斯达克交易所财经主持人/记者。 有一天，美股单日暴跌900多点。我跟纽交所媒体部门一个管摄像的美国大哥聊天，“现在真的是很恐怖”，我说；他说，“there is nothing”。他说他工作了20多年，见证了2001年的911、2008年的金融危机，相比而言，这次暴跌真的不算什么。 其实3月份开始，纽交所就关闭了，但我跟纽交所的交易员呢，也还保持一些交流。我的观察来看，对于这次美股的暴跌，总体来说，他们还是比较惊讶的。但是，第2次熔断发生之后，他们的心情就比较平静了。 与中国投资者相比，纽交所交易员非常关注国际事件。他们每天会全面的去看股市情况和整个市场的动态，不单单是关注美国，比如Scott redler，他每天早上4:00就起床看盘，每天下午4点美股收盘之后，还跟小组组员开研讨会，回顾这一天，美国、欧洲市场和A股发生了什么。 每个交易员都有自己的交易策略。比如Scott redler经常跟我说，如果一个股票，或者说标普500的大盘，跌到了8天均线和15天均线以下，尤其这两个均线都已经同时被跌穿的话，它一定就会改变。这是他的经验。 从我个人的经历来说，过程比较惊险。我目前主要持有科技股，比如特斯拉、亚马逊、zoom、吉利德、阿里巴巴、netflix。一开始，跌幅超过30%。我担心会持续下去，就进行了减仓。除了有几只我特别喜欢的股票，很多就抛了，算是割肉了。 然后，我又及时买入了一些我认为会上涨的股票。买的比较成功的是两倍做多VIX短期期货指数TVIX（恐慌指数VIX衍生出来的ETF）。买的","images":[{"img":"https://static.tigerbbs.com/2269eda2027719fc34bf5a148d08a36e","width":"1080","height":"592"},{"img":"https://static.tigerbbs.com/a1c4f957fb7d08f2b64612083531eb7c","width":"234","height":"198"},{"img":"https://static.tigerbbs.com/46fa885f12f27bb17e5a59e225ffdcc4","width":"1080","height":"1512"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927859227","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":481222614499576,"gmtCreate":1758509751937,"gmtModify":1758509754187,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432271782041032","idStr":"3432271782041032"},"themes":[],"htmlText":"加息吧，还富于民！","listText":"加息吧，还富于民！","text":"加息吧，还富于民！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481222614499576","repostId":"2568212982","repostType":4,"repost":{"id":"2568212982","kind":"news","pubTimestamp":1758438420,"share":"https://www.laohu8.com/m/news/2568212982?lang=zh_CN&edition=full","pubTime":"2025-09-21 15:07","market":"sh","language":"zh","title":"浙商证券：美联储重启降息 国内降息渐行渐近","url":"https://stock-news.laohu8.com/highlight/detail?id=2568212982","media":"智通财经","summary":"智通财经APP获悉，浙商证券发布研报称，美联储重启降息后，国内央行“跟进”降息的概率有所上升，节奏上10月底及以后落地概率更高。经历连续三个月调整以后，当前债市行情已初具企稳迹象，待进入四季度债市利率或开启新一轮流畅下行，建议投资者做好防守反击，在10年国债1.8%附近择机进场。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/601878\">浙商证券</a>发布研报称，美联储重启降息后，国内央行“跟进”降息的概率有所上升，节奏上10月底及以后落地概率更高。经历连续三个月调整以后，当前债市行情已初具企稳迹象，待进入四季度债市利率或开启新一轮流畅下行，建议投资者做好防守反击，在10年国债1.8%附近择机进场。</p><p><strong>浙商证券主要观点如下：</strong></p><p><strong>外部掣肘减弱：“腾挪空间“打开。</strong></p><p>2025年7月中旬以来，美国就业数据走弱，美联储降息预期逐步强化，因而中美利差倒挂幅度收窄，资金外流风险下降，为央行货币宽松创造了一定窗口。美元走弱带动人民币被动升值，结汇需求回升，境内流动性环境边际改善，降息空间打开。汇率压力减轻，但仍需防止“人民币快速升值→出口竞争力下降”的副作用，因此央行降息存在一定必要性。</p><p><strong>内部仍有约束：银行息差低位+实际利率上行。</strong></p><p>当前降息仍然面临“银行净息差低位+实际利率上行”的双重约束。商业银行净息差已降至历史低位，若再进一步单边下调贷款基准利率，银行盈利与信贷投放意愿可能进一步受挫，故央行对全面降息或更为谨慎。通胀预期偏弱，大幅降息或导致实际利率走高继而一定程度上抑制消费及投资。</p><p><strong>国内降息渐行渐近：10月底后概率更高。</strong></p><p>美联储重启降息后，国内央行“跟进”降息的概率有所上升，但节奏、幅度和方式都将“以我为主”，节奏上10月底及以后落地或概率更高。经历连续三个月调整以后，当前债市行情已初具企稳迹象，待进入四季度债市利率或开启新一轮流畅下行，建议投资者做好防守反击，在10年国债1.8%附近择机进场。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>浙商证券：美联储重启降息 国内降息渐行渐近</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浙商证券：美联储重启降息 国内降息渐行渐近\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-21 15:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1347594.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>浙商证券发布研报称，美联储重启降息后，国内央行“跟进”降息的概率有所上升，节奏上10月底及以后落地概率更高。经历连续三个月调整以后，当前债市行情已初具企稳迹象，待进入四季度债市利率或开启新一轮流畅下行，建议投资者做好防守反击，在10年国债1.8%附近择机进场。浙商证券主要观点如下：外部掣肘减弱：“腾挪空间“打开。2025年7月中旬以来，美国就业数据走弱，美联储降息预期逐步强化，因而中美利差倒挂幅度...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1347594.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/a82005fdd5a20870413111b3adc1a547","relate_stocks":{"601878":"浙商证券","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4588":"碎股","BK4550":"红杉资本持仓","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","SPY":"标普500ETF","BK0276":"资本市场","IVV":"标普500ETF-iShares","BK4581":"高盛持仓","UPRO":"三倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","SH":"做空标普500-Proshares","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","OEX":"标普100"},"source_url":"http://www.zhitongcaijing.com/content/detail/1347594.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2568212982","content_text":"浙商证券发布研报称，美联储重启降息后，国内央行“跟进”降息的概率有所上升，节奏上10月底及以后落地概率更高。经历连续三个月调整以后，当前债市行情已初具企稳迹象，待进入四季度债市利率或开启新一轮流畅下行，建议投资者做好防守反击，在10年国债1.8%附近择机进场。浙商证券主要观点如下：外部掣肘减弱：“腾挪空间“打开。2025年7月中旬以来，美国就业数据走弱，美联储降息预期逐步强化，因而中美利差倒挂幅度收窄，资金外流风险下降，为央行货币宽松创造了一定窗口。美元走弱带动人民币被动升值，结汇需求回升，境内流动性环境边际改善，降息空间打开。汇率压力减轻，但仍需防止“人民币快速升值→出口竞争力下降”的副作用，因此央行降息存在一定必要性。内部仍有约束：银行息差低位+实际利率上行。当前降息仍然面临“银行净息差低位+实际利率上行”的双重约束。商业银行净息差已降至历史低位，若再进一步单边下调贷款基准利率，银行盈利与信贷投放意愿可能进一步受挫，故央行对全面降息或更为谨慎。通胀预期偏弱，大幅降息或导致实际利率走高继而一定程度上抑制消费及投资。国内降息渐行渐近：10月底后概率更高。美联储重启降息后，国内央行“跟进”降息的概率有所上升，但节奏、幅度和方式都将“以我为主”，节奏上10月底及以后落地或概率更高。经历连续三个月调整以后，当前债市行情已初具企稳迹象，待进入四季度债市利率或开启新一轮流畅下行，建议投资者做好防守反击，在10年国债1.8%附近择机进场。","news_type":1,"symbols_score_info":{"601878":1.5,"SSO":0.6,"IVV":0.6,"UPRO":0.6,"SPY":1.5,".SPX":0.6,"OEF":0.6,"OEX":0.6,"SPXU":0.6,"MESmain":0.6,"SH":0.6,"ESmain":0.6,"SDS":0.6}},"isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}