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NioBoy

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IP属地：陕西

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0勋章

08-02

这篇文章不错，转发给大家看看

已清空所有美股！传奇投资家Jim Rogers重磅发声，“下一次美国危机将是我有生以来最严重的”

08-01

美股高位，如何用期权对冲潜在回调风险？

查看详情：美股高位，如何用期权对冲潜在回调风险？近期美国股市异常强势，一些投资者担心市场风险上升，预计会出现一定的回调。如果您有持仓，并且在前期的大涨中已经实现一些盈利，那么在市场调整到来时可以运营期权策略做好对冲。此帖仅开放于中国大陆用户

美股高位，如何用期权对冲潜在回调风险？

07-28

$蔚来(NIO)$ 必须上7块

07-24

这篇文章不错，转发给大家看看

@浩海投研:运动医学类骨科耗材集采落地！厂商终迎业绩修复？

07-15

3.48持仓成本，买少了... 出了一点，卖出3.5put，跌了就被动满仓接回来不过感觉没戏了蔚来要起飞了

07-03

蓝思科技极智嘉两个一起起飞🛫

07-01

加油中国原创车企的代表

蔚来：6月交付24,925辆，同比增长17.5%，下半年有三款新车上市

04-14

Replying to @forcec:抄哪款？你说//@forcec:一堆车没有一款有竞争力，从一万到1000万覆盖也没用，伤其十指不如断其一指，学学小米先把一款车踏实做好吧

@秘密你:$蔚来(NIO)$ 跟欧盟，加拿大谈妥的话！中国电车时代正式开始启航，走向全球！蔚来覆盖了从13万到80万的产品线！蔚来的潜力无限大！

04-03

$蔚来(NIO)$ 3.64买入长期看好加电[看涨] [看涨] [看涨]

03-22

佛祖保佑

03-18

$宜人智科(YRD)$

2024-11-12

这篇文章不错，转发给大家看看

@老虎国际:老虎国际第三季度营收超亿美元，利润创三年新高

2024-10-30

这篇文章不错，转发给大家看看

@老丁是个生意人:马斯克，为何豪赌特朗普？

2024-08-21

$宜人智科(YRD)$ 要分红了[财迷] [财迷] [财迷]

2024-06-22

$宜人智科(YRD)$ 这么好的业绩，信贷新质生产力的代表，这么便宜的市值[笑哭]

2021-06-30

$每日优鲜(MF)$挣了7%，赶紧撤了

2021-06-25

$每日优鲜(MF)$100%不过分吧

2021-05-20

这跟@极光Aurora你有啥关系？

抱歉，原内容已删除

2021-05-17

$极光(JG)$IDG资本减持了…

2021-02-23

$极光(JG)$就个这？一口气？这么快就歇了...

去老虎APP查看更多动态

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15:22","market":"sg","language":"zh","title":"已清空所有美股！传奇投资家Jim Rogers重磅发声，“下一次美国危机将是我有生以来最严重的”","url":"https://stock-news.laohu8.com/highlight/detail?id=2556840509","media":"老虎资讯综合","summary":"Jim Rogers提到了“一带一路”倡议的重要性。资产配置方面，Jim Rogers表示，他持有黄金和白银。Jim Rogers批评说，华盛顿认为美国是世界上最富有、最强大的国家，因此债务问题不重要，这一态度是错误的。当前，Jim Rogers对美股前景持悲观态度。Jim Rogers解释其仍持有大量美元的原因，下次出现危机时，人们会寻找避风港。","content":"<html><head></head><body><blockquote><p>Jim Rogers：目前持有中国股票，下一次美国危机将是有生以来最严重的</p></blockquote><p><strong>文章来源：中国基金报</strong></p><p>8月1日，传奇投资家Jim Rogers在<a href=\"https://laohu8.com/S/NOAH\">诺亚控股</a>于新加坡举办的“全球华人财富管理与传承”峰会上表示，目前仅持有全球两个国家的股票，中国是其中之一，已清空所有美国股票。他认为，下一次美国危机将是其有生以来最严重的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a69656ad667928ee6554de12108117e\" title=\"\" tg-width=\"1080\" tg-height=\"720\"/></p><p>“中国将成为全球舞台下一个主要力量。”Jim Rogers表示，无论人们是否认同，中国正在崛起并将变得强大。</p><p>Jim Rogers生于1942年，为传奇投资家、旅行家。1970年，他与索罗斯成立量子基金。1973年—1980年期间，量子基金累计收益率达4200%，同期标普500指数涨幅约47%。他于1998年创立<a href=\"https://laohu8.com/S/ROG\">罗杰斯</a>国际商品指数。随后的十年，该指数上涨了4倍，而标普500指数同期涨幅约为40%。此外，他曾骑摩托车环游世界，创下多项吉尼斯纪录。</p><p><strong>看好中国旅游业等</strong></p><p>Jim Rogers表示持有中国多个行业的股票，尤其看好旅游业前景。“中国所有行业都具备潜力，旅游业尤其如此。过去几百年，中国人很少旅游。如今，中国人可以出境旅游。他们渴望看世界，外国人亦希望了解中国。旅游业、酒店业拥有良好前景。”</p><p>Jim Rogers表示：“尽管最近几年中国股市表现乏善可陈，但是中国前景光明，政府正在采取措施支持经济发展。”</p><p>Jim Rogers提到了“一带一路”倡议的重要性。他说，铁路穿越世界时改变了许多国家和城市。同样地，“一带一路”倡议将改变世界。</p><p>资产配置方面，Jim Rogers表示，他持有黄金和白银。历史经验显示，黄金和白银一直是危机时的避风港。考虑到黄金价格创历史新高，其目前没有继续购买黄金。不过，相较于历史水平，白银被低估，他在购买白银。他进一步表示，若黄金下跌，他会买入更多黄金。</p><p>Jim Rogers感叹中国过去几十年的巨变。“1984年，我第一次去中国时看到的是一个与现在相比完全不同的世界。中国将是21世纪最重要的国家，在许多领域已然如此。人们应该确保孩子和孙辈会说普通话，以为未来的世界做准备。”</p><p><strong>“下一次美国危机将是我有生以来最严重的”</strong></p><p>Jim Rogers对美国债务问题表达了深度担忧，“大多数人对美国债务问题视而不见，这将导致严重后果”。</p><p>针对美国大部分债务以美元计因此违约可能性有限的观点，Jim Rogers表示，美国未必一直居于领导地位。而一旦其领导地位不再，人们对其债务问题的担忧将凸显。Jim Rogers表示，人们曾经认为英国的霸主地位永远不会改变，因此认为其债务问题不足为惧。事实证明他们错了。</p><p>据国际独立智库OMFIF，1976年英国曾陷入债务危机。英国政府当时面临着庞大的财政赤字，同时公共债务水平不断上升。到1976年秋季，英国政府债券的国内买家——机构投资者开始“罢买”，政府的信用耗尽。</p><p>“如果有债务，就必须偿还，这是历史规律。” Jim Rogers表示。</p><p>Jim Rogers批评说，华盛顿认为美国是世界上最富有、最强大的国家，因此债务问题不重要，这一态度是错误的。</p><p>当前，Jim Rogers对美股前景持悲观态度。他表示：“自2009年以来，美股持续强势，美国经历了史上最长的牛市。华盛顿声称这次与以往不同，牛市永远持续。下一次美国经济危机将是我有生之年最严重的一次。繁荣期非同寻常，随之而来的衰退也将非同寻常。”他进一步指出，过去很长时间，美联储大量印钞，一度将利率降到历史最低点。但是，这难以持续。“当每个人都兴奋时，通常是应该担心的时候。”</p><p>Jim Rogers解释其仍持有大量美元的原因，下次出现危机时，人们会寻找避风港。尽管他不认为美元是避风港，但很多人会这样认为。他希望能在那时将美元卖出。</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>已清空所有美股！传奇投资家Jim Rogers重磅发声，“下一次美国危机将是我有生以来最严重的”</title>\n<style 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}\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已清空所有美股！传奇投资家Jim Rogers重磅发声，“下一次美国危机将是我有生以来最严重的”\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\">2025-08-02 15:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Jim Rogers：目前持有中国股票，下一次美国危机将是有生以来最严重的</p></blockquote><p><strong>文章来源：中国基金报</strong></p><p>8月1日，传奇投资家Jim Rogers在<a href=\"https://laohu8.com/S/NOAH\">诺亚控股</a>于新加坡举办的“全球华人财富管理与传承”峰会上表示，目前仅持有全球两个国家的股票，中国是其中之一，已清空所有美国股票。他认为，下一次美国危机将是其有生以来最严重的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a69656ad667928ee6554de12108117e\" title=\"\" tg-width=\"1080\" tg-height=\"720\"/></p><p>“中国将成为全球舞台下一个主要力量。”Jim Rogers表示，无论人们是否认同，中国正在崛起并将变得强大。</p><p>Jim Rogers生于1942年，为传奇投资家、旅行家。1970年，他与索罗斯成立量子基金。1973年—1980年期间，量子基金累计收益率达4200%，同期标普500指数涨幅约47%。他于1998年创立<a href=\"https://laohu8.com/S/ROG\">罗杰斯</a>国际商品指数。随后的十年，该指数上涨了4倍，而标普500指数同期涨幅约为40%。此外，他曾骑摩托车环游世界，创下多项吉尼斯纪录。</p><p><strong>看好中国旅游业等</strong></p><p>Jim Rogers表示持有中国多个行业的股票，尤其看好旅游业前景。“中国所有行业都具备潜力，旅游业尤其如此。过去几百年，中国人很少旅游。如今，中国人可以出境旅游。他们渴望看世界，外国人亦希望了解中国。旅游业、酒店业拥有良好前景。”</p><p>Jim Rogers表示：“尽管最近几年中国股市表现乏善可陈，但是中国前景光明，政府正在采取措施支持经济发展。”</p><p>Jim Rogers提到了“一带一路”倡议的重要性。他说，铁路穿越世界时改变了许多国家和城市。同样地，“一带一路”倡议将改变世界。</p><p>资产配置方面，Jim Rogers表示，他持有黄金和白银。历史经验显示，黄金和白银一直是危机时的避风港。考虑到黄金价格创历史新高，其目前没有继续购买黄金。不过，相较于历史水平，白银被低估，他在购买白银。他进一步表示，若黄金下跌，他会买入更多黄金。</p><p>Jim Rogers感叹中国过去几十年的巨变。“1984年，我第一次去中国时看到的是一个与现在相比完全不同的世界。中国将是21世纪最重要的国家，在许多领域已然如此。人们应该确保孩子和孙辈会说普通话，以为未来的世界做准备。”</p><p><strong>“下一次美国危机将是我有生以来最严重的”</strong></p><p>Jim Rogers对美国债务问题表达了深度担忧，“大多数人对美国债务问题视而不见，这将导致严重后果”。</p><p>针对美国大部分债务以美元计因此违约可能性有限的观点，Jim Rogers表示，美国未必一直居于领导地位。而一旦其领导地位不再，人们对其债务问题的担忧将凸显。Jim Rogers表示，人们曾经认为英国的霸主地位永远不会改变，因此认为其债务问题不足为惧。事实证明他们错了。</p><p>据国际独立智库OMFIF，1976年英国曾陷入债务危机。英国政府当时面临着庞大的财政赤字，同时公共债务水平不断上升。到1976年秋季，英国政府债券的国内买家——机构投资者开始“罢买”，政府的信用耗尽。</p><p>“如果有债务，就必须偿还，这是历史规律。” Jim Rogers表示。</p><p>Jim Rogers批评说，华盛顿认为美国是世界上最富有、最强大的国家，因此债务问题不重要，这一态度是错误的。</p><p>当前，Jim Rogers对美股前景持悲观态度。他表示：“自2009年以来，美股持续强势，美国经历了史上最长的牛市。华盛顿声称这次与以往不同，牛市永远持续。下一次美国经济危机将是我有生之年最严重的一次。繁荣期非同寻常，随之而来的衰退也将非同寻常。”他进一步指出，过去很长时间，美联储大量印钞，一度将利率降到历史最低点。但是，这难以持续。“当每个人都兴奋时，通常是应该担心的时候。”</p><p>Jim Rogers解释其仍持有大量美元的原因，下次出现危机时，人们会寻找避风港。尽管他不认为美元是避风港，但很多人会这样认为。他希望能在那时将美元卖出。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9a69656ad667928ee6554de12108117e","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/GORkPo2Zw9TAVNpFQmohpw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2556840509","content_text":"Jim Rogers：目前持有中国股票，下一次美国危机将是有生以来最严重的文章来源：中国基金报8月1日，传奇投资家Jim Rogers在诺亚控股于新加坡举办的“全球华人财富管理与传承”峰会上表示，目前仅持有全球两个国家的股票，中国是其中之一，已清空所有美国股票。他认为，下一次美国危机将是其有生以来最严重的。“中国将成为全球舞台下一个主要力量。”Jim Rogers表示，无论人们是否认同，中国正在崛起并将变得强大。Jim Rogers生于1942年，为传奇投资家、旅行家。1970年，他与索罗斯成立量子基金。1973年—1980年期间，量子基金累计收益率达4200%，同期标普500指数涨幅约47%。他于1998年创立罗杰斯国际商品指数。随后的十年，该指数上涨了4倍，而标普500指数同期涨幅约为40%。此外，他曾骑摩托车环游世界，创下多项吉尼斯纪录。看好中国旅游业等Jim Rogers表示持有中国多个行业的股票，尤其看好旅游业前景。“中国所有行业都具备潜力，旅游业尤其如此。过去几百年，中国人很少旅游。如今，中国人可以出境旅游。他们渴望看世界，外国人亦希望了解中国。旅游业、酒店业拥有良好前景。”Jim Rogers表示：“尽管最近几年中国股市表现乏善可陈，但是中国前景光明，政府正在采取措施支持经济发展。”Jim Rogers提到了“一带一路”倡议的重要性。他说，铁路穿越世界时改变了许多国家和城市。同样地，“一带一路”倡议将改变世界。资产配置方面，Jim Rogers表示，他持有黄金和白银。历史经验显示，黄金和白银一直是危机时的避风港。考虑到黄金价格创历史新高，其目前没有继续购买黄金。不过，相较于历史水平，白银被低估，他在购买白银。他进一步表示，若黄金下跌，他会买入更多黄金。Jim Rogers感叹中国过去几十年的巨变。“1984年，我第一次去中国时看到的是一个与现在相比完全不同的世界。中国将是21世纪最重要的国家，在许多领域已然如此。人们应该确保孩子和孙辈会说普通话，以为未来的世界做准备。”“下一次美国危机将是我有生以来最严重的”Jim Rogers对美国债务问题表达了深度担忧，“大多数人对美国债务问题视而不见，这将导致严重后果”。针对美国大部分债务以美元计因此违约可能性有限的观点，Jim Rogers表示，美国未必一直居于领导地位。而一旦其领导地位不再，人们对其债务问题的担忧将凸显。Jim Rogers表示，人们曾经认为英国的霸主地位永远不会改变，因此认为其债务问题不足为惧。事实证明他们错了。据国际独立智库OMFIF，1976年英国曾陷入债务危机。英国政府当时面临着庞大的财政赤字，同时公共债务水平不断上升。到1976年秋季，英国政府债券的国内买家——机构投资者开始“罢买”，政府的信用耗尽。“如果有债务，就必须偿还，这是历史规律。” Jim Rogers表示。Jim Rogers批评说，华盛顿认为美国是世界上最富有、最强大的国家，因此债务问题不重要，这一态度是错误的。当前，Jim Rogers对美股前景持悲观态度。他表示：“自2009年以来，美股持续强势，美国经历了史上最长的牛市。华盛顿声称这次与以往不同，牛市永远持续。下一次美国经济危机将是我有生之年最严重的一次。繁荣期非同寻常，随之而来的衰退也将非同寻常。”他进一步指出，过去很长时间，美联储大量印钞，一度将利率降到历史最低点。但是，这难以持续。“当每个人都兴奋时，通常是应该担心的时候。”Jim Rogers解释其仍持有大量美元的原因，下次出现危机时，人们会寻找避风港。尽管他不认为美元是避风港，但很多人会这样认为。他希望能在那时将美元卖出。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463068120232152,"gmtCreate":1754059719908,"gmtModify":1754060006409,"author":{"id":"3455083111385126","authorId":"3455083111385126","name":"NioBoy","avatar":"https://static.tigerbbs.com/6727bae728d994eb6a16bbed5e69c84c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455083111385126","authorIdStr":"3455083111385126"},"themes":[],"title":"美股高位，如何用期权对冲潜在回调风险？","htmlText":"查看详情：<a href=\"https://tigr.link/s/20BrQfG\">美股高位，如何用期权对冲潜在回调风险？</a> 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必须上7块","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461604162662608","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459907672764544,"gmtCreate":1753319552244,"gmtModify":1753319553921,"author":{"id":"3455083111385126","authorId":"3455083111385126","name":"NioBoy","avatar":"https://static.tigerbbs.com/6727bae728d994eb6a16bbed5e69c84c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455083111385126","authorIdStr":"3455083111385126"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459907672764544","repostId":"451482464342112","repostType":1,"repost":{"id":451482464342112,"gmtCreate":1751251316783,"gmtModify":1751251681547,"author":{"id":"4194152968705080","authorId":"4194152968705080","name":"浩海投研","avatar":"https://static.tigerbbs.com/6783e53b853af9e333bdca3ef477a5b1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194152968705080","authorIdStr":"4194152968705080"},"themes":[],"title":"运动医学类骨科耗材集采落地！厂商终迎业绩修复？","htmlText":"作者/星空下的卤煮 编辑/菠菜的星空 排版/星空下的绿豆汤 在#人工关节 和#脊柱耗材 之后，骨科领域的集采进度终于推到了#运动医学类产品这一节。根据北京、湖南等地医保局的消息，各地区已最迟从2024年7月起开始执行2023年底开标的运动医学类耗材集采中选结果和配套政策。 从#骨科耗材相关公司的经营情况来看，在经历了前几年的滑坡之后，各家不约而同地在2024年出现了业绩拐点，行业至暗时刻似乎已经过去。参考关节集采后手术量增长20%以上的现状，在外资长期把持的运动医学领域，集采或许能给本土厂商以更大的助力。 一、增长最快的领域 我们知道，骨科耗材一般分为创伤类、脊柱类、关节类和其他类这四个分支，而运动医学类骨科耗材就属于其他类的一部分。这个细分赛道主要是指用于韧带、半月板和肌腱这样的软组织修复和重建的耗材，一般通过关节镜微创手术来植入，比如交叉韧带重建、半月板修复和肩袖修复等。核心产品主要有带线锚钉、半月板缝合系统、带袢钛板、界面螺钉等等。 和其他类骨科耗材相比，运动医学类产品的技术壁垒整体要高一些，在高强度生物相容性之外，对材料的可加工性也有要求，所以现阶段一般都是PEEK、钛合金、镍钛合金和超高分子量聚乙烯等材料制作。 骨科植入医疗器械分类 来源：Uresearch，财信证券 运动医学类产品可是骨科耗材里增长最快的领域。2018年全球运动医学市场规模有将近60亿美元的体量，而且增速远高于整体骨科耗材市场，预计2024年会达到91亿美元的水平。 二、集采全面落地 具体到国内市场来看，创伤类、关节类和脊柱类虽然仍然占据了主要份额，但其他类骨科耗材（含运动医学类）占比已经从2018年的6.4%迅速提高到了2022年的10.6%。这块市场的扩大和全民越来越重视运动健身有着直接关系，随着骑行、徒步等一系列户外活动的普及，相应的运动损伤风险自然也在走高。 根据国家体育总局的数据，国内","listText":"作者/星空下的卤煮 编辑/菠菜的星空 排版/星空下的绿豆汤 在#人工关节 和#脊柱耗材 之后，骨科领域的集采进度终于推到了#运动医学类产品这一节。根据北京、湖南等地医保局的消息，各地区已最迟从2024年7月起开始执行2023年底开标的运动医学类耗材集采中选结果和配套政策。 从#骨科耗材相关公司的经营情况来看，在经历了前几年的滑坡之后，各家不约而同地在2024年出现了业绩拐点，行业至暗时刻似乎已经过去。参考关节集采后手术量增长20%以上的现状，在外资长期把持的运动医学领域，集采或许能给本土厂商以更大的助力。 一、增长最快的领域 我们知道，骨科耗材一般分为创伤类、脊柱类、关节类和其他类这四个分支，而运动医学类骨科耗材就属于其他类的一部分。这个细分赛道主要是指用于韧带、半月板和肌腱这样的软组织修复和重建的耗材，一般通过关节镜微创手术来植入，比如交叉韧带重建、半月板修复和肩袖修复等。核心产品主要有带线锚钉、半月板缝合系统、带袢钛板、界面螺钉等等。 和其他类骨科耗材相比，运动医学类产品的技术壁垒整体要高一些，在高强度生物相容性之外，对材料的可加工性也有要求，所以现阶段一般都是PEEK、钛合金、镍钛合金和超高分子量聚乙烯等材料制作。 骨科植入医疗器械分类 来源：Uresearch，财信证券 运动医学类产品可是骨科耗材里增长最快的领域。2018年全球运动医学市场规模有将近60亿美元的体量，而且增速远高于整体骨科耗材市场，预计2024年会达到91亿美元的水平。 二、集采全面落地 具体到国内市场来看，创伤类、关节类和脊柱类虽然仍然占据了主要份额，但其他类骨科耗材（含运动医学类）占比已经从2018年的6.4%迅速提高到了2022年的10.6%。这块市场的扩大和全民越来越重视运动健身有着直接关系，随着骑行、徒步等一系列户外活动的普及，相应的运动损伤风险自然也在走高。 根据国家体育总局的数据，国内","text":"作者/星空下的卤煮 编辑/菠菜的星空 排版/星空下的绿豆汤 在#人工关节 和#脊柱耗材 之后，骨科领域的集采进度终于推到了#运动医学类产品这一节。根据北京、湖南等地医保局的消息，各地区已最迟从2024年7月起开始执行2023年底开标的运动医学类耗材集采中选结果和配套政策。 从#骨科耗材相关公司的经营情况来看，在经历了前几年的滑坡之后，各家不约而同地在2024年出现了业绩拐点，行业至暗时刻似乎已经过去。参考关节集采后手术量增长20%以上的现状，在外资长期把持的运动医学领域，集采或许能给本土厂商以更大的助力。 一、增长最快的领域 我们知道，骨科耗材一般分为创伤类、脊柱类、关节类和其他类这四个分支，而运动医学类骨科耗材就属于其他类的一部分。这个细分赛道主要是指用于韧带、半月板和肌腱这样的软组织修复和重建的耗材，一般通过关节镜微创手术来植入，比如交叉韧带重建、半月板修复和肩袖修复等。核心产品主要有带线锚钉、半月板缝合系统、带袢钛板、界面螺钉等等。 和其他类骨科耗材相比，运动医学类产品的技术壁垒整体要高一些，在高强度生物相容性之外，对材料的可加工性也有要求，所以现阶段一般都是PEEK、钛合金、镍钛合金和超高分子量聚乙烯等材料制作。 骨科植入医疗器械分类 来源：Uresearch，财信证券 运动医学类产品可是骨科耗材里增长最快的领域。2018年全球运动医学市场规模有将近60亿美元的体量，而且增速远高于整体骨科耗材市场，预计2024年会达到91亿美元的水平。 二、集采全面落地 具体到国内市场来看，创伤类、关节类和脊柱类虽然仍然占据了主要份额，但其他类骨科耗材（含运动医学类）占比已经从2018年的6.4%迅速提高到了2022年的10.6%。这块市场的扩大和全民越来越重视运动健身有着直接关系，随着骑行、徒步等一系列户外活动的普及，相应的运动损伤风险自然也在走高。 根据国家体育总局的数据，国内","images":[{"img":"https://static.tigerbbs.com/8aaa8608b194697e2b9754aa83fa0df0","width":"900","height":"383"},{"img":"https://static.tigerbbs.com/5816f89f6e70a4646c780eac2257a43c","width":"996","height":"960"},{"img":"https://static.tigerbbs.com/f56f1f12ad04db03ddc73a06e34d5296","width":"819","height":"474"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451482464342112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456782627287408,"gmtCreate":1752556020829,"gmtModify":1752556022652,"author":{"id":"3455083111385126","authorId":"3455083111385126","name":"NioBoy","avatar":"https://static.tigerbbs.com/6727bae728d994eb6a16bbed5e69c84c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455083111385126","authorIdStr":"3455083111385126"},"themes":[],"htmlText":"3.48持仓成本，买少了... 出了一点，卖出3.5put，跌了就被动满仓接回来 不过感觉没戏了 蔚来要起飞了","listText":"3.48持仓成本，买少了... 出了一点，卖出3.5put，跌了就被动满仓接回来 不过感觉没戏了 蔚来要起飞了","text":"3.48持仓成本，买少了... 出了一点，卖出3.5put，跌了就被动满仓接回来 不过感觉没戏了 蔚来要起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456782627287408","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452733721804976,"gmtCreate":1751556280883,"gmtModify":1751556283451,"author":{"id":"3455083111385126","authorId":"3455083111385126","name":"NioBoy","avatar":"https://static.tigerbbs.com/6727bae728d994eb6a16bbed5e69c84c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455083111385126","authorIdStr":"3455083111385126"},"themes":[],"htmlText":"蓝思科技 极智嘉 两个 一起起飞🛫","listText":"蓝思科技 极智嘉 两个 一起起飞🛫","text":"蓝思科技 极智嘉 两个 一起起飞🛫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452733721804976","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451943719252672,"gmtCreate":1751363518016,"gmtModify":1751363519658,"author":{"id":"3455083111385126","authorId":"3455083111385126","name":"NioBoy","avatar":"https://static.tigerbbs.com/6727bae728d994eb6a16bbed5e69c84c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455083111385126","authorIdStr":"3455083111385126"},"themes":[],"htmlText":"加油 中国原创车企的代表","listText":"加油 中国原创车企的代表","text":"加油 中国原创车企的代表","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451943719252672","repostId":"1179941710","repostType":4,"repost":{"id":"1179941710","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":1751362406,"share":"https://www.laohu8.com/m/news/1179941710?lang=&edition=full","pubTime":"2025-07-01 17:33","market":"us","language":"zh","title":"蔚来：6月交付24,925辆，同比增长17.5%，下半年有三款新车上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1179941710","media":"老虎资讯综合","summary":"第二季度交付车辆72,056辆，同比增长25.6%。","content":"<html><head></head><body><p>蔚来汽车： 2025年6月，蔚来公司交付新车24,925台，同比增长17.5%。其中，蔚来品牌交付新车14,593台；乐道品牌交付新车6,400台；firefly萤火虫品牌交付新车3,932台。乐道品牌和萤火虫品牌均创今年月交付新高。</p><p>2025年第二季度，蔚来公司交付新车72,056台，环比增长71.2%，创历史第二好成绩；2025年上半年，蔚来公司共交付新车114,150台，同比增长30.6%。</p><p>截至目前，蔚来公司已累计交付新车785,714台。其中，蔚来品牌累计交付新车725,248台；乐道品牌累计交付新车52,623台；firefly萤火虫品牌累计交付新车7,843台。</p><p>蔚来汽车：下半年，蔚来公司将有三款新车上市，第三代蔚来ES8、乐道L90和乐道L80。智能大空间旗舰SUV乐道L90将于7月上旬展车全面到店并开启预售。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c38e3ee7546df4d3f26716520f64bed1\" title=\"\" tg-width=\"1080\" tg-height=\"2504\"/></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>蔚来：6月交付24,925辆，同比增长17.5%，下半年有三款新车上市</title>\n<style 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2025年6月，蔚来公司交付新车24,925台，同比增长17.5%。其中，蔚来品牌交付新车14,593台；乐道品牌交付新车6,400台；firefly萤火虫品牌交付新车3,932台。乐道品牌和萤火虫品牌均创今年月交付新高。</p><p>2025年第二季度，蔚来公司交付新车72,056台，环比增长71.2%，创历史第二好成绩；2025年上半年，蔚来公司共交付新车114,150台，同比增长30.6%。</p><p>截至目前，蔚来公司已累计交付新车785,714台。其中，蔚来品牌累计交付新车725,248台；乐道品牌累计交付新车52,623台；firefly萤火虫品牌累计交付新车7,843台。</p><p>蔚来汽车：下半年，蔚来公司将有三款新车上市，第三代蔚来ES8、乐道L90和乐道L80。智能大空间旗舰SUV乐道L90将于7月上旬展车全面到店并开启预售。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c38e3ee7546df4d3f26716520f64bed1\" title=\"\" tg-width=\"1080\" tg-height=\"2504\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179941710","content_text":"蔚来汽车： 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[看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/420482633056592","isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3539928148899666","authorIdStr":"3539928148899666"},"content":"可以晒单吗？持仓收益率如何","text":"可以晒单吗？持仓收益率如何","html":"可以晒单吗？持仓收益率如何"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416150551666696,"gmtCreate":1742607448799,"gmtModify":1742607451301,"author":{"id":"3455083111385126","authorId":"3455083111385126","name":"NioBoy","avatar":"https://static.tigerbbs.com/6727bae728d994eb6a16bbed5e69c84c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455083111385126","authorIdStr":"3455083111385126"},"themes":[],"htmlText":"佛祖保佑","listText":"佛祖保佑","text":"佛祖保佑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416150551666696","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414902912737672,"gmtCreate":1742313488959,"gmtModify":1742314214911,"author":{"id":"3455083111385126","authorId":"3455083111385126","name":"NioBoy","avatar":"https://static.tigerbbs.com/6727bae728d994eb6a16bbed5e69c84c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455083111385126","authorIdStr":"3455083111385126"},"themes":[],"htmlText":"<a 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公布截至2024年9月30日第三季度未经审计财务数据。数据显示，老虎国际第三季度营收1.01亿美元，环比增长15.6%，同比增长44.1%，创下历史新高。季内归属母公司的non-GAAP净利润为2010万美元，环比增长286.5%，同比增长25.6%。三季度，老虎国际全球开户客户新增6万，全球开户数达237万，同比增长10.2%。期内新增入金客户5.1万，推动总入金客户数同比增长19.3%达到103.3万。此外，三季度市场交易度持续活跃，公司总交易额同比增长103.1%至1630亿美元；净入金继续保持强劲，推动客户总资产环比增长6.7%，同比增长115.9%至408亿美元，创历史新高。老虎国际创始人及CEO巫天华表示：“三季度，随着产品体验不断增强，公司业务显著增长，收入单季度超1亿美元，历史新高，利润也是三年新高，客户总资产同比翻倍达408亿美元。截至目前，公司今年新增入金客户已达15万，提前完成年度目标。全球用户交易十分热情，总交易额同比增长翻倍。”","text":"美东时间11月12日美股盘前， $老虎证券(TIGR)$ 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15:22","market":"sg","language":"zh","title":"已清空所有美股！传奇投资家Jim Rogers重磅发声，“下一次美国危机将是我有生以来最严重的”","url":"https://stock-news.laohu8.com/highlight/detail?id=2556840509","media":"老虎资讯综合","summary":"Jim Rogers提到了“一带一路”倡议的重要性。资产配置方面，Jim Rogers表示，他持有黄金和白银。Jim Rogers批评说，华盛顿认为美国是世界上最富有、最强大的国家，因此债务问题不重要，这一态度是错误的。当前，Jim Rogers对美股前景持悲观态度。Jim Rogers解释其仍持有大量美元的原因，下次出现危机时，人们会寻找避风港。","content":"<html><head></head><body><blockquote><p>Jim Rogers：目前持有中国股票，下一次美国危机将是有生以来最严重的</p></blockquote><p><strong>文章来源：中国基金报</strong></p><p>8月1日，传奇投资家Jim Rogers在<a href=\"https://laohu8.com/S/NOAH\">诺亚控股</a>于新加坡举办的“全球华人财富管理与传承”峰会上表示，目前仅持有全球两个国家的股票，中国是其中之一，已清空所有美国股票。他认为，下一次美国危机将是其有生以来最严重的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a69656ad667928ee6554de12108117e\" title=\"\" tg-width=\"1080\" tg-height=\"720\"/></p><p>“中国将成为全球舞台下一个主要力量。”Jim Rogers表示，无论人们是否认同，中国正在崛起并将变得强大。</p><p>Jim Rogers生于1942年，为传奇投资家、旅行家。1970年，他与索罗斯成立量子基金。1973年—1980年期间，量子基金累计收益率达4200%，同期标普500指数涨幅约47%。他于1998年创立<a href=\"https://laohu8.com/S/ROG\">罗杰斯</a>国际商品指数。随后的十年，该指数上涨了4倍，而标普500指数同期涨幅约为40%。此外，他曾骑摩托车环游世界，创下多项吉尼斯纪录。</p><p><strong>看好中国旅游业等</strong></p><p>Jim Rogers表示持有中国多个行业的股票，尤其看好旅游业前景。“中国所有行业都具备潜力，旅游业尤其如此。过去几百年，中国人很少旅游。如今，中国人可以出境旅游。他们渴望看世界，外国人亦希望了解中国。旅游业、酒店业拥有良好前景。”</p><p>Jim Rogers表示：“尽管最近几年中国股市表现乏善可陈，但是中国前景光明，政府正在采取措施支持经济发展。”</p><p>Jim Rogers提到了“一带一路”倡议的重要性。他说，铁路穿越世界时改变了许多国家和城市。同样地，“一带一路”倡议将改变世界。</p><p>资产配置方面，Jim Rogers表示，他持有黄金和白银。历史经验显示，黄金和白银一直是危机时的避风港。考虑到黄金价格创历史新高，其目前没有继续购买黄金。不过，相较于历史水平，白银被低估，他在购买白银。他进一步表示，若黄金下跌，他会买入更多黄金。</p><p>Jim Rogers感叹中国过去几十年的巨变。“1984年，我第一次去中国时看到的是一个与现在相比完全不同的世界。中国将是21世纪最重要的国家，在许多领域已然如此。人们应该确保孩子和孙辈会说普通话，以为未来的世界做准备。”</p><p><strong>“下一次美国危机将是我有生以来最严重的”</strong></p><p>Jim Rogers对美国债务问题表达了深度担忧，“大多数人对美国债务问题视而不见，这将导致严重后果”。</p><p>针对美国大部分债务以美元计因此违约可能性有限的观点，Jim Rogers表示，美国未必一直居于领导地位。而一旦其领导地位不再，人们对其债务问题的担忧将凸显。Jim Rogers表示，人们曾经认为英国的霸主地位永远不会改变，因此认为其债务问题不足为惧。事实证明他们错了。</p><p>据国际独立智库OMFIF，1976年英国曾陷入债务危机。英国政府当时面临着庞大的财政赤字，同时公共债务水平不断上升。到1976年秋季，英国政府债券的国内买家——机构投资者开始“罢买”，政府的信用耗尽。</p><p>“如果有债务，就必须偿还，这是历史规律。” Jim Rogers表示。</p><p>Jim Rogers批评说，华盛顿认为美国是世界上最富有、最强大的国家，因此债务问题不重要，这一态度是错误的。</p><p>当前，Jim Rogers对美股前景持悲观态度。他表示：“自2009年以来，美股持续强势，美国经历了史上最长的牛市。华盛顿声称这次与以往不同，牛市永远持续。下一次美国经济危机将是我有生之年最严重的一次。繁荣期非同寻常，随之而来的衰退也将非同寻常。”他进一步指出，过去很长时间，美联储大量印钞，一度将利率降到历史最低点。但是，这难以持续。“当每个人都兴奋时，通常是应该担心的时候。”</p><p>Jim Rogers解释其仍持有大量美元的原因，下次出现危机时，人们会寻找避风港。尽管他不认为美元是避风港，但很多人会这样认为。他希望能在那时将美元卖出。</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>已清空所有美股！传奇投资家Jim Rogers重磅发声，“下一次美国危机将是我有生以来最严重的”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n已清空所有美股！传奇投资家Jim Rogers重磅发声，“下一次美国危机将是我有生以来最严重的”\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\">2025-08-02 15:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Jim Rogers：目前持有中国股票，下一次美国危机将是有生以来最严重的</p></blockquote><p><strong>文章来源：中国基金报</strong></p><p>8月1日，传奇投资家Jim Rogers在<a href=\"https://laohu8.com/S/NOAH\">诺亚控股</a>于新加坡举办的“全球华人财富管理与传承”峰会上表示，目前仅持有全球两个国家的股票，中国是其中之一，已清空所有美国股票。他认为，下一次美国危机将是其有生以来最严重的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a69656ad667928ee6554de12108117e\" title=\"\" tg-width=\"1080\" tg-height=\"720\"/></p><p>“中国将成为全球舞台下一个主要力量。”Jim Rogers表示，无论人们是否认同，中国正在崛起并将变得强大。</p><p>Jim Rogers生于1942年，为传奇投资家、旅行家。1970年，他与索罗斯成立量子基金。1973年—1980年期间，量子基金累计收益率达4200%，同期标普500指数涨幅约47%。他于1998年创立<a href=\"https://laohu8.com/S/ROG\">罗杰斯</a>国际商品指数。随后的十年，该指数上涨了4倍，而标普500指数同期涨幅约为40%。此外，他曾骑摩托车环游世界，创下多项吉尼斯纪录。</p><p><strong>看好中国旅游业等</strong></p><p>Jim Rogers表示持有中国多个行业的股票，尤其看好旅游业前景。“中国所有行业都具备潜力，旅游业尤其如此。过去几百年，中国人很少旅游。如今，中国人可以出境旅游。他们渴望看世界，外国人亦希望了解中国。旅游业、酒店业拥有良好前景。”</p><p>Jim Rogers表示：“尽管最近几年中国股市表现乏善可陈，但是中国前景光明，政府正在采取措施支持经济发展。”</p><p>Jim Rogers提到了“一带一路”倡议的重要性。他说，铁路穿越世界时改变了许多国家和城市。同样地，“一带一路”倡议将改变世界。</p><p>资产配置方面，Jim Rogers表示，他持有黄金和白银。历史经验显示，黄金和白银一直是危机时的避风港。考虑到黄金价格创历史新高，其目前没有继续购买黄金。不过，相较于历史水平，白银被低估，他在购买白银。他进一步表示，若黄金下跌，他会买入更多黄金。</p><p>Jim Rogers感叹中国过去几十年的巨变。“1984年，我第一次去中国时看到的是一个与现在相比完全不同的世界。中国将是21世纪最重要的国家，在许多领域已然如此。人们应该确保孩子和孙辈会说普通话，以为未来的世界做准备。”</p><p><strong>“下一次美国危机将是我有生以来最严重的”</strong></p><p>Jim Rogers对美国债务问题表达了深度担忧，“大多数人对美国债务问题视而不见，这将导致严重后果”。</p><p>针对美国大部分债务以美元计因此违约可能性有限的观点，Jim Rogers表示，美国未必一直居于领导地位。而一旦其领导地位不再，人们对其债务问题的担忧将凸显。Jim Rogers表示，人们曾经认为英国的霸主地位永远不会改变，因此认为其债务问题不足为惧。事实证明他们错了。</p><p>据国际独立智库OMFIF，1976年英国曾陷入债务危机。英国政府当时面临着庞大的财政赤字，同时公共债务水平不断上升。到1976年秋季，英国政府债券的国内买家——机构投资者开始“罢买”，政府的信用耗尽。</p><p>“如果有债务，就必须偿还，这是历史规律。” Jim Rogers表示。</p><p>Jim Rogers批评说，华盛顿认为美国是世界上最富有、最强大的国家，因此债务问题不重要，这一态度是错误的。</p><p>当前，Jim Rogers对美股前景持悲观态度。他表示：“自2009年以来，美股持续强势，美国经历了史上最长的牛市。华盛顿声称这次与以往不同，牛市永远持续。下一次美国经济危机将是我有生之年最严重的一次。繁荣期非同寻常，随之而来的衰退也将非同寻常。”他进一步指出，过去很长时间，美联储大量印钞，一度将利率降到历史最低点。但是，这难以持续。“当每个人都兴奋时，通常是应该担心的时候。”</p><p>Jim Rogers解释其仍持有大量美元的原因，下次出现危机时，人们会寻找避风港。尽管他不认为美元是避风港，但很多人会这样认为。他希望能在那时将美元卖出。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9a69656ad667928ee6554de12108117e","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/GORkPo2Zw9TAVNpFQmohpw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2556840509","content_text":"Jim Rogers：目前持有中国股票，下一次美国危机将是有生以来最严重的文章来源：中国基金报8月1日，传奇投资家Jim Rogers在诺亚控股于新加坡举办的“全球华人财富管理与传承”峰会上表示，目前仅持有全球两个国家的股票，中国是其中之一，已清空所有美国股票。他认为，下一次美国危机将是其有生以来最严重的。“中国将成为全球舞台下一个主要力量。”Jim Rogers表示，无论人们是否认同，中国正在崛起并将变得强大。Jim Rogers生于1942年，为传奇投资家、旅行家。1970年，他与索罗斯成立量子基金。1973年—1980年期间，量子基金累计收益率达4200%，同期标普500指数涨幅约47%。他于1998年创立罗杰斯国际商品指数。随后的十年，该指数上涨了4倍，而标普500指数同期涨幅约为40%。此外，他曾骑摩托车环游世界，创下多项吉尼斯纪录。看好中国旅游业等Jim Rogers表示持有中国多个行业的股票，尤其看好旅游业前景。“中国所有行业都具备潜力，旅游业尤其如此。过去几百年，中国人很少旅游。如今，中国人可以出境旅游。他们渴望看世界，外国人亦希望了解中国。旅游业、酒店业拥有良好前景。”Jim Rogers表示：“尽管最近几年中国股市表现乏善可陈，但是中国前景光明，政府正在采取措施支持经济发展。”Jim Rogers提到了“一带一路”倡议的重要性。他说，铁路穿越世界时改变了许多国家和城市。同样地，“一带一路”倡议将改变世界。资产配置方面，Jim Rogers表示，他持有黄金和白银。历史经验显示，黄金和白银一直是危机时的避风港。考虑到黄金价格创历史新高，其目前没有继续购买黄金。不过，相较于历史水平，白银被低估，他在购买白银。他进一步表示，若黄金下跌，他会买入更多黄金。Jim Rogers感叹中国过去几十年的巨变。“1984年，我第一次去中国时看到的是一个与现在相比完全不同的世界。中国将是21世纪最重要的国家，在许多领域已然如此。人们应该确保孩子和孙辈会说普通话，以为未来的世界做准备。”“下一次美国危机将是我有生以来最严重的”Jim Rogers对美国债务问题表达了深度担忧，“大多数人对美国债务问题视而不见，这将导致严重后果”。针对美国大部分债务以美元计因此违约可能性有限的观点，Jim Rogers表示，美国未必一直居于领导地位。而一旦其领导地位不再，人们对其债务问题的担忧将凸显。Jim Rogers表示，人们曾经认为英国的霸主地位永远不会改变，因此认为其债务问题不足为惧。事实证明他们错了。据国际独立智库OMFIF，1976年英国曾陷入债务危机。英国政府当时面临着庞大的财政赤字，同时公共债务水平不断上升。到1976年秋季，英国政府债券的国内买家——机构投资者开始“罢买”，政府的信用耗尽。“如果有债务，就必须偿还，这是历史规律。” Jim Rogers表示。Jim 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中国原创车企的代表","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451943719252672","repostId":"1179941710","repostType":4,"repost":{"id":"1179941710","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":1751362406,"share":"https://www.laohu8.com/m/news/1179941710?lang=&edition=full","pubTime":"2025-07-01 17:33","market":"us","language":"zh","title":"蔚来：6月交付24,925辆，同比增长17.5%，下半年有三款新车上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1179941710","media":"老虎资讯综合","summary":"第二季度交付车辆72,056辆，同比增长25.6%。","content":"<html><head></head><body><p>蔚来汽车： 2025年6月，蔚来公司交付新车24,925台，同比增长17.5%。其中，蔚来品牌交付新车14,593台；乐道品牌交付新车6,400台；firefly萤火虫品牌交付新车3,932台。乐道品牌和萤火虫品牌均创今年月交付新高。</p><p>2025年第二季度，蔚来公司交付新车72,056台，环比增长71.2%，创历史第二好成绩；2025年上半年，蔚来公司共交付新车114,150台，同比增长30.6%。</p><p>截至目前，蔚来公司已累计交付新车785,714台。其中，蔚来品牌累计交付新车725,248台；乐道品牌累计交付新车52,623台；firefly萤火虫品牌累计交付新车7,843台。</p><p>蔚来汽车：下半年，蔚来公司将有三款新车上市，第三代蔚来ES8、乐道L90和乐道L80。智能大空间旗舰SUV乐道L90将于7月上旬展车全面到店并开启预售。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c38e3ee7546df4d3f26716520f64bed1\" title=\"\" tg-width=\"1080\" tg-height=\"2504\"/></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>蔚来：6月交付24,925辆，同比增长17.5%，下半年有三款新车上市</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来：6月交付24,925辆，同比增长17.5%，下半年有三款新车上市\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\">2025-07-01 17:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来汽车： 2025年6月，蔚来公司交付新车24,925台，同比增长17.5%。其中，蔚来品牌交付新车14,593台；乐道品牌交付新车6,400台；firefly萤火虫品牌交付新车3,932台。乐道品牌和萤火虫品牌均创今年月交付新高。</p><p>2025年第二季度，蔚来公司交付新车72,056台，环比增长71.2%，创历史第二好成绩；2025年上半年，蔚来公司共交付新车114,150台，同比增长30.6%。</p><p>截至目前，蔚来公司已累计交付新车785,714台。其中，蔚来品牌累计交付新车725,248台；乐道品牌累计交付新车52,623台；firefly萤火虫品牌累计交付新车7,843台。</p><p>蔚来汽车：下半年，蔚来公司将有三款新车上市，第三代蔚来ES8、乐道L90和乐道L80。智能大空间旗舰SUV乐道L90将于7月上旬展车全面到店并开启预售。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c38e3ee7546df4d3f26716520f64bed1\" title=\"\" tg-width=\"1080\" tg-height=\"2504\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179941710","content_text":"蔚来汽车： 2025年6月，蔚来公司交付新车24,925台，同比增长17.5%。其中，蔚来品牌交付新车14,593台；乐道品牌交付新车6,400台；firefly萤火虫品牌交付新车3,932台。乐道品牌和萤火虫品牌均创今年月交付新高。2025年第二季度，蔚来公司交付新车72,056台，环比增长71.2%，创历史第二好成绩；2025年上半年，蔚来公司共交付新车114,150台，同比增长30.6%。截至目前，蔚来公司已累计交付新车785,714台。其中，蔚来品牌累计交付新车725,248台；乐道品牌累计交付新车52,623台；firefly萤火虫品牌累计交付新车7,843台。蔚来汽车：下半年，蔚来公司将有三款新车上市，第三代蔚来ES8、乐道L90和乐道L80。智能大空间旗舰SUV乐道L90将于7月上旬展车全面到店并开启预售。","news_type":1,"symbols_score_info":{"09866":1.1,"NIO":1.1,"NIO.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369447481,"gmtCreate":1614073339243,"gmtModify":1614073339243,"author":{"id":"3455083111385126","authorId":"3455083111385126","name":"NioBoy","avatar":"https://static.tigerbbs.com/6727bae728d994eb6a16bbed5e69c84c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455083111385126","authorIdStr":"3455083111385126"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>就个这？一口气？这么快就歇了...","listText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>就个这？一口气？这么快就歇了...","text":"$极光(JG)$就个这？一口气？这么快就歇了...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369447481","isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459907672764544,"gmtCreate":1753319552244,"gmtModify":1753319553921,"author":{"id":"3455083111385126","authorId":"3455083111385126","name":"NioBoy","avatar":"https://static.tigerbbs.com/6727bae728d994eb6a16bbed5e69c84c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455083111385126","authorIdStr":"3455083111385126"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459907672764544","repostId":"451482464342112","repostType":1,"repost":{"id":451482464342112,"gmtCreate":1751251316783,"gmtModify":1751251681547,"author":{"id":"4194152968705080","authorId":"4194152968705080","name":"浩海投研","avatar":"https://static.tigerbbs.com/6783e53b853af9e333bdca3ef477a5b1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194152968705080","authorIdStr":"4194152968705080"},"themes":[],"title":"运动医学类骨科耗材集采落地！厂商终迎业绩修复？","htmlText":"作者/星空下的卤煮 编辑/菠菜的星空 排版/星空下的绿豆汤 在#人工关节 和#脊柱耗材 之后，骨科领域的集采进度终于推到了#运动医学类产品这一节。根据北京、湖南等地医保局的消息，各地区已最迟从2024年7月起开始执行2023年底开标的运动医学类耗材集采中选结果和配套政策。 从#骨科耗材相关公司的经营情况来看，在经历了前几年的滑坡之后，各家不约而同地在2024年出现了业绩拐点，行业至暗时刻似乎已经过去。参考关节集采后手术量增长20%以上的现状，在外资长期把持的运动医学领域，集采或许能给本土厂商以更大的助力。 一、增长最快的领域 我们知道，骨科耗材一般分为创伤类、脊柱类、关节类和其他类这四个分支，而运动医学类骨科耗材就属于其他类的一部分。这个细分赛道主要是指用于韧带、半月板和肌腱这样的软组织修复和重建的耗材，一般通过关节镜微创手术来植入，比如交叉韧带重建、半月板修复和肩袖修复等。核心产品主要有带线锚钉、半月板缝合系统、带袢钛板、界面螺钉等等。 和其他类骨科耗材相比，运动医学类产品的技术壁垒整体要高一些，在高强度生物相容性之外，对材料的可加工性也有要求，所以现阶段一般都是PEEK、钛合金、镍钛合金和超高分子量聚乙烯等材料制作。 骨科植入医疗器械分类 来源：Uresearch，财信证券 运动医学类产品可是骨科耗材里增长最快的领域。2018年全球运动医学市场规模有将近60亿美元的体量，而且增速远高于整体骨科耗材市场，预计2024年会达到91亿美元的水平。 二、集采全面落地 具体到国内市场来看，创伤类、关节类和脊柱类虽然仍然占据了主要份额，但其他类骨科耗材（含运动医学类）占比已经从2018年的6.4%迅速提高到了2022年的10.6%。这块市场的扩大和全民越来越重视运动健身有着直接关系，随着骑行、徒步等一系列户外活动的普及，相应的运动损伤风险自然也在走高。 根据国家体育总局的数据，国内","listText":"作者/星空下的卤煮 编辑/菠菜的星空 排版/星空下的绿豆汤 在#人工关节 和#脊柱耗材 之后，骨科领域的集采进度终于推到了#运动医学类产品这一节。根据北京、湖南等地医保局的消息，各地区已最迟从2024年7月起开始执行2023年底开标的运动医学类耗材集采中选结果和配套政策。 从#骨科耗材相关公司的经营情况来看，在经历了前几年的滑坡之后，各家不约而同地在2024年出现了业绩拐点，行业至暗时刻似乎已经过去。参考关节集采后手术量增长20%以上的现状，在外资长期把持的运动医学领域，集采或许能给本土厂商以更大的助力。 一、增长最快的领域 我们知道，骨科耗材一般分为创伤类、脊柱类、关节类和其他类这四个分支，而运动医学类骨科耗材就属于其他类的一部分。这个细分赛道主要是指用于韧带、半月板和肌腱这样的软组织修复和重建的耗材，一般通过关节镜微创手术来植入，比如交叉韧带重建、半月板修复和肩袖修复等。核心产品主要有带线锚钉、半月板缝合系统、带袢钛板、界面螺钉等等。 和其他类骨科耗材相比，运动医学类产品的技术壁垒整体要高一些，在高强度生物相容性之外，对材料的可加工性也有要求，所以现阶段一般都是PEEK、钛合金、镍钛合金和超高分子量聚乙烯等材料制作。 骨科植入医疗器械分类 来源：Uresearch，财信证券 运动医学类产品可是骨科耗材里增长最快的领域。2018年全球运动医学市场规模有将近60亿美元的体量，而且增速远高于整体骨科耗材市场，预计2024年会达到91亿美元的水平。 二、集采全面落地 具体到国内市场来看，创伤类、关节类和脊柱类虽然仍然占据了主要份额，但其他类骨科耗材（含运动医学类）占比已经从2018年的6.4%迅速提高到了2022年的10.6%。这块市场的扩大和全民越来越重视运动健身有着直接关系，随着骑行、徒步等一系列户外活动的普及，相应的运动损伤风险自然也在走高。 根据国家体育总局的数据，国内","text":"作者/星空下的卤煮 编辑/菠菜的星空 排版/星空下的绿豆汤 在#人工关节 和#脊柱耗材 之后，骨科领域的集采进度终于推到了#运动医学类产品这一节。根据北京、湖南等地医保局的消息，各地区已最迟从2024年7月起开始执行2023年底开标的运动医学类耗材集采中选结果和配套政策。 从#骨科耗材相关公司的经营情况来看，在经历了前几年的滑坡之后，各家不约而同地在2024年出现了业绩拐点，行业至暗时刻似乎已经过去。参考关节集采后手术量增长20%以上的现状，在外资长期把持的运动医学领域，集采或许能给本土厂商以更大的助力。 一、增长最快的领域 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公布截至2024年9月30日第三季度未经审计财务数据。数据显示，老虎国际第三季度营收1.01亿美元，环比增长15.6%，同比增长44.1%，创下历史新高。季内归属母公司的non-GAAP净利润为2010万美元，环比增长286.5%，同比增长25.6%。三季度，老虎国际全球开户客户新增6万，全球开户数达237万，同比增长10.2%。期内新增入金客户5.1万，推动总入金客户数同比增长19.3%达到103.3万。此外，三季度市场交易度持续活跃，公司总交易额同比增长103.1%至1630亿美元；净入金继续保持强劲，推动客户总资产环比增长6.7%，同比增长115.9%至408亿美元，创历史新高。老虎国际创始人及CEO巫天华表示：“三季度，随着产品体验不断增强，公司业务显著增长，收入单季度超1亿美元，历史新高，利润也是三年新高，客户总资产同比翻倍达408亿美元。截至目前，公司今年新增入金客户已达15万，提前完成年度目标。全球用户交易十分热情，总交易额同比增长翻倍。”","images":[{"img":"https://static.tigerbbs.com/f9d23822c7665973da428ee5e3b231d7","width":"1080","height":"1440"},{"img":"https://static.tigerbbs.com/9f8ab959ef0fab4d8a83990f84f55036","width":"1080","height":"1440"},{"img":"https://static.tigerbbs.com/4f257347fae3dc9f6059e6107af9db7b","width":"1080","height":"1440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370201282068512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}