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老猫证劵

老猫证劵

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08-27 15:49

茅台魔咒显现

A股午后突然异动，发生了什么？

08-06

担心的是国产假药冲击全球市场

08-06

$诺和诺德(NVO)$ 再低没道理这么低的市盈率那么大的市场

06-09

$METALIGHT(02605)$ 退出港股打新

04-21

$SPDR黄金ETF(GLD)$ 谁能给说说这啥个啥黄金概念

04-18

$霸王茶姬(CHA)$ 这玩意还敢往里冲真是喝奶茶长大的

04-10

昨晚一睁眼全抛了

03-21

一卖就涨一买就跌

03-03

$特斯拉(TSLA)$ 买它就是买美利坚的国运，相信差不到哪去！退一万步讲，即使股票赔点小钱，留着美金本金又能做啥用，愿赌服输😄

02-04

$英伟达(NVDA)$ 100一下

01-30

$英伟达(NVDA)$ 信仰丢失风光不再

2024-11-29

瑞幸咖啡

马云突然现身阿里全球总部新园区！

2024-09-25

$贵州茅台(600519)$ 批发价不低于1499元/股

2021-06-16

$东方航空(CEA)$起飞

2021-04-15

换会计师事务所可不是好事啊

瑞幸咖啡更换独立审计师，此前宣布获股东大钲和愉悦投资2.5亿美元

2021-04-13

加油！相信未来会变！

抱歉，原内容已删除

2021-04-08

必破

@薅投资:奈雪的茶（新股解读）

2021-03-24

放心！老大不放心让百度不垄断，唯有百度墙

抱歉，原内容已删除

2021-03-16

$瑞幸咖啡(LKNCY)$谁爆下哪里的可信投资者？

2021-03-16

因为只有百度搜索才能用，而且是一万年[捂脸]

抱歉，原内容已删除

去老虎APP查看更多动态

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tg-height=\"597\"/></p><p>从行盘过程来看，午后出现了反复回调的情况。沪指从跌30点反弹之后，跌幅又再度扩大，并在低位反复震荡，这一点与之前几个交易日强劲的承接盘略有不同。另外，平均股价指数与杀跌个股数量明显背离，平均股价上涨，但杀跌个股数量一度超4000只。这意味着，上涨的个股可能集中在高价股板块，而这个过程就不得不提寒武纪。</p><p style=\"text-align: justify;\">寒武纪股价午后一度达到1464.98元/股，超越贵州茅台股价，成为A股市场“单价”最贵的股票。昨晚，寒武纪发布亮眼财报。有券商点评称，其收入符合预期，利润略超预期：二季度净利率38.6%，本质是规模效应且当季没有一次性的投片费用。机构预计，今年百亿出货，预计80亿—100亿元营收。明年产能和需求预期都比较乐观，预计营收在300亿元以上。</p><p style=\"text-align: justify;\">从量能来看，今天成交金额突破100亿元的股票再度超过10只，显示出大盘的虹吸效应有所强化。万得微盘股指数杀跌3%，亦能佐证这一点。</p><blockquote><h2 id=\"id_2842492301\">多家券商喊话“慢牛”</h2></blockquote><p style=\"text-align: justify;\">值得注意的是，近期券商喊话“慢牛”的多了起来。</p><p style=\"text-align: justify;\">国投证券林荣雄在其研报中表示，盲目参考2014—2015年模式，导致慢牛转快牛甚至形成疯牛实则是不可取的，向上空间大幅打开还是有赖于“三头牛”的逐步兑现。</p><p style=\"text-align: justify;\">从短周期来看，区别于2014—2015年牛市增量资金来自于加杠杆与场外配资，这次更多来自于债转股的再均衡，此类资金对估值与基本面匹配性有较高要求，这约束当前纯粹基于流动性牛市的大盘向上空间。</p><p style=\"text-align: justify;\">从长周期来看，经过当前国家股市平准资金构建+社保、保险等长期资本入市+ETF类被动长期工具丰富发展+提倡高分红价值创造模式，形成美股化的“震荡慢牛”模式才有望真正实现“居民存款搬家”，背后本质是股市生态升级优化，长期耐心资本掌握最终定价权。</p><p style=\"text-align: justify;\">申万宏源策略认为，全面牛市还需要积极因素的进一步累积：2026年基本面改善预期，供给出清提供安全垫，但也要需求改善提供向上弹性。全面牛市的结构主线，不可能仅限于中国企业更深度融入海外主导的产业链。中国体系出海，中国制造基于竞争优势，获得与之相匹配的产业话语权和盈利能力，可能是更贴近牛市叙事的结构主线。所以，似乎不必把所有对牛市的期待，都映射在眼前的景气线索上。</p><p style=\"text-align: justify;\">股市在经济循环中的重要性提升，绝非“想涨”或者“不想涨”这么简单。</p><p style=\"text-align: justify;\">居民资产向权益市场迁移，如果走基于赚钱效应正循环的老路，那只能是少数人的狂欢。“为了孕育个别成功企业，便奖励所有企业”的粗放资源配置方式，在其他领域已不提倡，A股也有必要从这种模式中走出来。这可能是“反内卷”思想在A股的一种映射。所以，慢下来，会更远、更高、更好。</p><p style=\"text-align: justify;\">短期A股上涨加速，部分投资者在享受牛市氛围的同时，也在讨论阶段性调整如何择时。9月初前后市场势必会出现视角转换，之前市场更多关注短期动量，而之后中期视角、性价比关注回归，这可能放大市场波动。但9月—10月之间即便有调整，也不是大波段，且具体调整节点很难预判，择时调整是低胜率低赔率的。</p></body></html>","source":"cszg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://mp.weixin.qq.com/s/uTO59DhMBF5JayzUb5kIUA><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A股突然大调整！午后，富时中国A50指数期货午后突然下跌超1%。随后，A股各大指数亦出现一波回调，沪指最多时跌超60点，全市场一度近4000只股票下跌。国债期货亦于午后拉升，30年期主力合约盘中涨0.2%。10年期涨0.03%。5年期涨0.03%。2年期涨0.01%。那么，究竟发生了什么？分析人士认为，近期外围风险逐渐暴露，特别是长债风险较大。与此同时，近期A股涨幅较大，且有局部过热迹象。近期，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/uTO59DhMBF5JayzUb5kIUA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/uTO59DhMBF5JayzUb5kIUA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142601356","content_text":"A股突然大调整！午后，富时中国A50指数期货午后突然下跌超1%。随后，A股各大指数亦出现一波回调，沪指最多时跌超60点，全市场一度近4000只股票下跌。国债期货亦于午后拉升，30年期主力合约盘中涨0.2%。10年期涨0.03%。5年期涨0.03%。2年期涨0.01%。那么，究竟发生了什么？分析人士认为，近期外围风险逐渐暴露，特别是长债风险较大。与此同时，近期A股涨幅较大，且有局部过热迹象。近期，连续有券商策略研究表示，慢下来能走得更远。调整8月27日，市场波动如期加大。沪指午后一度下跌超30点，红利指数更是全天受到压制，午后跌幅扩大至1%以上。A50亦于午后一度跌超1%，港股市场亦开始走弱。从行盘过程来看，午后出现了反复回调的情况。沪指从跌30点反弹之后，跌幅又再度扩大，并在低位反复震荡，这一点与之前几个交易日强劲的承接盘略有不同。另外，平均股价指数与杀跌个股数量明显背离，平均股价上涨，但杀跌个股数量一度超4000只。这意味着，上涨的个股可能集中在高价股板块，而这个过程就不得不提寒武纪。寒武纪股价午后一度达到1464.98元/股，超越贵州茅台股价，成为A股市场“单价”最贵的股票。昨晚，寒武纪发布亮眼财报。有券商点评称，其收入符合预期，利润略超预期：二季度净利率38.6%，本质是规模效应且当季没有一次性的投片费用。机构预计，今年百亿出货，预计80亿—100亿元营收。明年产能和需求预期都比较乐观，预计营收在300亿元以上。从量能来看，今天成交金额突破100亿元的股票再度超过10只，显示出大盘的虹吸效应有所强化。万得微盘股指数杀跌3%，亦能佐证这一点。多家券商喊话“慢牛”值得注意的是，近期券商喊话“慢牛”的多了起来。国投证券林荣雄在其研报中表示，盲目参考2014—2015年模式，导致慢牛转快牛甚至形成疯牛实则是不可取的，向上空间大幅打开还是有赖于“三头牛”的逐步兑现。从短周期来看，区别于2014—2015年牛市增量资金来自于加杠杆与场外配资，这次更多来自于债转股的再均衡，此类资金对估值与基本面匹配性有较高要求，这约束当前纯粹基于流动性牛市的大盘向上空间。从长周期来看，经过当前国家股市平准资金构建+社保、保险等长期资本入市+ETF类被动长期工具丰富发展+提倡高分红价值创造模式，形成美股化的“震荡慢牛”模式才有望真正实现“居民存款搬家”，背后本质是股市生态升级优化，长期耐心资本掌握最终定价权。申万宏源策略认为，全面牛市还需要积极因素的进一步累积：2026年基本面改善预期，供给出清提供安全垫，但也要需求改善提供向上弹性。全面牛市的结构主线，不可能仅限于中国企业更深度融入海外主导的产业链。中国体系出海，中国制造基于竞争优势，获得与之相匹配的产业话语权和盈利能力，可能是更贴近牛市叙事的结构主线。所以，似乎不必把所有对牛市的期待，都映射在眼前的景气线索上。股市在经济循环中的重要性提升，绝非“想涨”或者“不想涨”这么简单。居民资产向权益市场迁移，如果走基于赚钱效应正循环的老路，那只能是少数人的狂欢。“为了孕育个别成功企业，便奖励所有企业”的粗放资源配置方式，在其他领域已不提倡，A股也有必要从这种模式中走出来。这可能是“反内卷”思想在A股的一种映射。所以，慢下来，会更远、更高、更好。短期A股上涨加速，部分投资者在享受牛市氛围的同时，也在讨论阶段性调整如何择时。9月初前后市场势必会出现视角转换，之前市场更多关注短期动量，而之后中期视角、性价比关注回归，这可能放大市场波动。但9月—10月之间即便有调整，也不是大波段，且具体调整节点很难预判，择时调整是低胜率低赔率的。","news_type":1,"symbols_score_info":{"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464733233586704,"gmtCreate":1754485199158,"gmtModify":1754485201075,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"担心的是国产假药冲击全球市场","listText":"担心的是国产假药冲击全球市场","text":"担心的是国产假药冲击全球市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464733233586704","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464732808970768,"gmtCreate":1754485095492,"gmtModify":1754485096754,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"<a 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16:59","market":"us","language":"zh","title":"马云突然现身阿里全球总部新园区！","url":"https://stock-news.laohu8.com/highlight/detail?id=1194560226","media":"老虎资讯综合","summary":"暂无回应。","content":"<html><head></head><body><p><strong>文章来源：每日经济新闻</strong></p><p>今天，多位网友在社交媒体上报料：今天下午在阿里西溪园区C区偶遇马云。此外，网传图片显示，马云手拿咖啡，与多位阿里员工合影。</p><p>不过，阿里巴巴方面均未对此做出回应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f009575f73c11c052e538bf83fb916b\" title=\"\" tg-width=\"720\" tg-height=\"933\"/></p><p>11月29日，综合第一财经、蓝鲸新闻、《科创板日报》报道，记者从多个信源获悉，阿里巴巴创始人马云现身阿里巴巴园区。</p><p>记者从多位现场目击人士处获悉，阿里巴巴创始人马云今日现身阿里巴巴西溪园区，并在现场与员工互动交流。有员工表示，“上次见面还是在2022年的双十一，时间飞逝，但那份亲切感依旧未变！这份意外之喜让整个园区都沸腾了起来。”</p><p>据杭州媒体橙柿互动报道，这也是马云第一次出现在新园区。今年的5月20日，即第20个“阿里日”，阿里巴巴杭州全球总部新园区（西溪园区C区）正式启用。</p><p>有接近阿里方面人士向记者表示，“照片里显示的确实就是C区，今年5月10号刚投入使用。”</p><p>此前11月21日，阿里巴巴集团CEO吴泳铭发布内部邮件，宣布整合国内和海外电商，成立电商事业群，由蒋凡担任CEO，向吴泳铭汇报。其中，电商事业群将全面整合淘宝天猫集团、国际数字商业集团以及1688、闲鱼等电商业务，形成覆盖国内外全产业链的业务集群。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef897ff0deae09e48bfbc2564b211b2d\" title=\"图片来源：蓝鲸新闻\" tg-width=\"800\" tg-height=\"588\"/><span>图片来源：蓝鲸新闻</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e19a00028e71e9127be06e7941bdfaea\" title=\"\" tg-width=\"690\" tg-height=\"896\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d38f7e52147775ecb229374694e8049\" title=\"图片来源：第一财经\" tg-width=\"640\" tg-height=\"391\"/><span>图片来源：第一财经</span></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>马云突然现身阿里全球总部新园区！</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; 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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马云突然现身阿里全球总部新园区！\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\">2024-11-29 16:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>文章来源：每日经济新闻</strong></p><p>今天，多位网友在社交媒体上报料：今天下午在阿里西溪园区C区偶遇马云。此外，网传图片显示，马云手拿咖啡，与多位阿里员工合影。</p><p>不过，阿里巴巴方面均未对此做出回应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f009575f73c11c052e538bf83fb916b\" title=\"\" tg-width=\"720\" tg-height=\"933\"/></p><p>11月29日，综合第一财经、蓝鲸新闻、《科创板日报》报道，记者从多个信源获悉，阿里巴巴创始人马云现身阿里巴巴园区。</p><p>记者从多位现场目击人士处获悉，阿里巴巴创始人马云今日现身阿里巴巴西溪园区，并在现场与员工互动交流。有员工表示，“上次见面还是在2022年的双十一，时间飞逝，但那份亲切感依旧未变！这份意外之喜让整个园区都沸腾了起来。”</p><p>据杭州媒体橙柿互动报道，这也是马云第一次出现在新园区。今年的5月20日，即第20个“阿里日”，阿里巴巴杭州全球总部新园区（西溪园区C区）正式启用。</p><p>有接近阿里方面人士向记者表示，“照片里显示的确实就是C区，今年5月10号刚投入使用。”</p><p>此前11月21日，阿里巴巴集团CEO吴泳铭发布内部邮件，宣布整合国内和海外电商，成立电商事业群，由蒋凡担任CEO，向吴泳铭汇报。其中，电商事业群将全面整合淘宝天猫集团、国际数字商业集团以及1688、闲鱼等电商业务，形成覆盖国内外全产业链的业务集群。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef897ff0deae09e48bfbc2564b211b2d\" title=\"图片来源：蓝鲸新闻\" tg-width=\"800\" tg-height=\"588\"/><span>图片来源：蓝鲸新闻</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e19a00028e71e9127be06e7941bdfaea\" title=\"\" tg-width=\"690\" tg-height=\"896\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d38f7e52147775ecb229374694e8049\" title=\"图片来源：第一财经\" tg-width=\"640\" tg-height=\"391\"/><span>图片来源：第一财经</span></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef897ff0deae09e48bfbc2564b211b2d","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/Iim5-CI5Y2CJUQgI0Bmm8g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194560226","content_text":"文章来源：每日经济新闻今天，多位网友在社交媒体上报料：今天下午在阿里西溪园区C区偶遇马云。此外，网传图片显示，马云手拿咖啡，与多位阿里员工合影。不过，阿里巴巴方面均未对此做出回应。11月29日，综合第一财经、蓝鲸新闻、《科创板日报》报道，记者从多个信源获悉，阿里巴巴创始人马云现身阿里巴巴园区。记者从多位现场目击人士处获悉，阿里巴巴创始人马云今日现身阿里巴巴西溪园区，并在现场与员工互动交流。有员工表示，“上次见面还是在2022年的双十一，时间飞逝，但那份亲切感依旧未变！这份意外之喜让整个园区都沸腾了起来。”据杭州媒体橙柿互动报道，这也是马云第一次出现在新园区。今年的5月20日，即第20个“阿里日”，阿里巴巴杭州全球总部新园区（西溪园区C区）正式启用。有接近阿里方面人士向记者表示，“照片里显示的确实就是C区，今年5月10号刚投入使用。”此前11月21日，阿里巴巴集团CEO吴泳铭发布内部邮件，宣布整合国内和海外电商，成立电商事业群，由蒋凡担任CEO，向吴泳铭汇报。其中，电商事业群将全面整合淘宝天猫集团、国际数字商业集团以及1688、闲鱼等电商业务，形成覆盖国内外全产业链的业务集群。图片来源：蓝鲸新闻图片来源：第一财经","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353296084263024,"gmtCreate":1727261148899,"gmtModify":1727261150139,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$&nbsp;</a> 批发价不低于1499元/股","listText":"<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$&nbsp;</a> 批发价不低于1499元/股","text":"$贵州茅台(600519)$ 批发价不低于1499元/股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353296084263024","isVote":1,"tweetType":1,"viewCount":1695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169772004,"gmtCreate":1623852317708,"gmtModify":1623852317708,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CEA\">$东方航空(CEA)$</a>起飞","listText":"<a href=\"https://laohu8.com/S/CEA\">$东方航空(CEA)$</a>起飞","text":"$东方航空(CEA)$起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169772004","isVote":1,"tweetType":1,"viewCount":3436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347535269,"gmtCreate":1618500643851,"gmtModify":1618500643851,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"换会计师事务所可不是好事啊","listText":"换会计师事务所可不是好事啊","text":"换会计师事务所可不是好事啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347535269","repostId":"2127588555","repostType":2,"repost":{"id":"2127588555","kind":"news","pubTimestamp":1618497480,"share":"https://www.laohu8.com/m/news/2127588555?lang=&edition=full","pubTime":"2021-04-15 22:38","market":"us","language":"zh","title":"瑞幸咖啡更换独立审计师，此前宣布获股东大钲和愉悦投资2.5亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2127588555","media":"界面新闻","summary":"瑞幸咖啡更换独立审计师，此前宣布获股东大钲和愉悦投资2.5亿美元据彭博4月15日消息，瑞幸咖啡宣布委任中正达会计师事务所替代麦楷博平作为其独立审计师。瑞幸咖啡表示，公司与麦楷博平在会计原则或做法、财务报表披露、审计范围或程序方面没有分歧；公司计划与中正达合作尽快提交2019年和2020年年度报告。腾讯一线今天稍早些时候报道称，瑞幸咖啡发布公告，宣布与公司股东大钲资本和愉悦资本达成了总额为2.5亿美元的新一轮融资协议。","content":"<div>\n<p>原标题：瑞幸咖啡更换独立审计师，此前宣布获股东大钲和愉悦投资2.5亿美元据彭博4月15日消息，瑞幸咖啡宣布委任中正达会计师事务所替代麦楷博平作为其独立审计师。瑞幸称，麦楷博平认为因2019年的信息技术一般性控制，它没有收集到足够的独立第三方数据或实施了足够的审计程序来完成审计。瑞幸咖啡表示，公司与麦楷博平在会计原则或做法、财务报表披露、审计范围或程序方面没有分歧；公司计划与中正达合作尽快提交...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-15/doc-ikmxzfmk7050077.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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瑞幸咖啡更换独立审计师，此前宣布获股东大钲和愉悦投资2.5亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 22:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-15/doc-ikmxzfmk7050077.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：瑞幸咖啡更换独立审计师，此前宣布获股东大钲和愉悦投资2.5亿美元据彭博4月15日消息，瑞幸咖啡宣布委任中正达会计师事务所替代麦楷博平作为其独立审计师。瑞幸称，麦楷博平认为因2019年的信息技术一般性控制，它没有收集到足够的独立第三方数据或实施了足够的审计程序来完成审计。瑞幸咖啡表示，公司与麦楷博平在会计原则或做法、财务报表披露、审计范围或程序方面没有分歧；公司计划与中正达合作尽快提交...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-15/doc-ikmxzfmk7050077.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00745cd781f91ef6ef359064c639fbb","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-15/doc-ikmxzfmk7050077.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127588555","content_text":"原标题：瑞幸咖啡更换独立审计师，此前宣布获股东大钲和愉悦投资2.5亿美元据彭博4月15日消息，瑞幸咖啡宣布委任中正达会计师事务所替代麦楷博平作为其独立审计师。瑞幸称，麦楷博平认为因2019年的信息技术一般性控制，它没有收集到足够的独立第三方数据或实施了足够的审计程序来完成审计。瑞幸咖啡表示，公司与麦楷博平在会计原则或做法、财务报表披露、审计范围或程序方面没有分歧；公司计划与中正达合作尽快提交2019年和2020年年度报告。腾讯一线今天稍早些时候报道称，瑞幸咖啡发布公告，宣布与公司股东大钲资本和愉悦资本达成了总额为2.5亿美元的新一轮融资协议。根据介绍，本轮融资将主要用于瑞幸咖啡海外债务重组计划，以及履行与美国证券交易委员会(SEC)达成的和解协议。瑞幸表示，新一轮融资协议的达成，有利于进一步优化公司的财务结构，以推进公司核心业务的发展，实现长期增长目标。","news_type":1,"symbols_score_info":{"LKNCY":1,"LUCKIN":1}},"isVote":1,"tweetType":1,"viewCount":3334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345244026,"gmtCreate":1618321466765,"gmtModify":1618321466765,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"加油！相信未来会变！","listText":"加油！相信未来会变！","text":"加油！相信未来会变！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345244026","repostId":"2126346890","repostType":4,"isVote":1,"tweetType":1,"viewCount":3804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341509559,"gmtCreate":1617837942471,"gmtModify":1617837942471,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"必破","listText":"必破","text":"必破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341509559","repostId":"343660568","repostType":1,"repost":{"id":343660568,"gmtCreate":1617713716154,"gmtModify":1617753417113,"author":{"id":"3562026465393535","authorId":"3562026465393535","name":"薅投资","avatar":"https://static.tigerbbs.com/a37fdbb4af546fb8a91f252c6d53a4a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562026465393535","authorIdStr":"3562026465393535"},"themes":[],"title":"奈雪的茶（新股解读）","htmlText":"微信公众号：薅投资今晚试了一下奈雪的茶的新品“霸气玉油柑”，居然有点好喝。五月份又要上市了，那就写写奈雪好了。奈雪的茶奈雪的茶为国内知名茶饮品牌，创立于2015年，总部位于广东省深圳市，隶属于深圳市品道餐饮管理有限公司。创新打造“茶+软欧包”的形式，以20-35岁年轻女性为主要客群，坚持茶底4小时一换，软欧包不过夜。奈雪的茶坚持为现代人提供“一杯好茶，一口软欧包”的美好生活体验，期望成为中国茶走向世界的推动者。截至2020年12月，奈雪的茶已遍布全国70个城市，近500家门店。所有门店均为直营，且不做任何形式的加盟。2018年3月，奈雪完成A+轮投资，估值达到60亿元，成为公开资料中茶饮行业首个独角兽。据招股书，最新估值为130亿人民币；募资4亿-5亿美元茶饮行业目前现制茶饮店按照茶饮的平均价格分为三类：低端茶饮店（10元以下）、中端茶饮店（10-20元）和高端茶饮店（20元以上）。高端现制茶饮行业市场集中度较高，CR5占比高达55%。截止2020Q3，喜茶/奈雪的茶/The Alley/KOL/伏见桃山市占率分别为25.5%/17.7%/ 4.4%/3.8%/3.5%，喜茶和奈雪的茶市占率遥遥领先。相比之下，成立更加早的喜茶门店数目已达到600余家，门店数量多于奈雪。喜茶的25.5%市场份额也高于在新茶饮行业也高于奈雪的17.7%，分别位于行业第一第二。同时，主打平价路线的蜜雪冰城也没有掉队。蜜雪冰城已经完成首轮20亿资本融资，估值逾200亿元人民币。另有消息称，蜜雪冰城A股上市也行至交表阶段，预计年内可以完成上市流程。招股书解读据招股书显示，奈雪的茶于2018年、2019年及2020年前三季度，分别亏损6973万元、3968万元、2751万元。在非国际财务报告准则下，2018年、2019年，奈雪的净亏损分别为5658万和1173.5万元，2020年取得净利润448.4万","listText":"微信公众号：薅投资今晚试了一下奈雪的茶的新品“霸气玉油柑”，居然有点好喝。五月份又要上市了，那就写写奈雪好了。奈雪的茶奈雪的茶为国内知名茶饮品牌，创立于2015年，总部位于广东省深圳市，隶属于深圳市品道餐饮管理有限公司。创新打造“茶+软欧包”的形式，以20-35岁年轻女性为主要客群，坚持茶底4小时一换，软欧包不过夜。奈雪的茶坚持为现代人提供“一杯好茶，一口软欧包”的美好生活体验，期望成为中国茶走向世界的推动者。截至2020年12月，奈雪的茶已遍布全国70个城市，近500家门店。所有门店均为直营，且不做任何形式的加盟。2018年3月，奈雪完成A+轮投资，估值达到60亿元，成为公开资料中茶饮行业首个独角兽。据招股书，最新估值为130亿人民币；募资4亿-5亿美元茶饮行业目前现制茶饮店按照茶饮的平均价格分为三类：低端茶饮店（10元以下）、中端茶饮店（10-20元）和高端茶饮店（20元以上）。高端现制茶饮行业市场集中度较高，CR5占比高达55%。截止2020Q3，喜茶/奈雪的茶/The Alley/KOL/伏见桃山市占率分别为25.5%/17.7%/ 4.4%/3.8%/3.5%，喜茶和奈雪的茶市占率遥遥领先。相比之下，成立更加早的喜茶门店数目已达到600余家，门店数量多于奈雪。喜茶的25.5%市场份额也高于在新茶饮行业也高于奈雪的17.7%，分别位于行业第一第二。同时，主打平价路线的蜜雪冰城也没有掉队。蜜雪冰城已经完成首轮20亿资本融资，估值逾200亿元人民币。另有消息称，蜜雪冰城A股上市也行至交表阶段，预计年内可以完成上市流程。招股书解读据招股书显示，奈雪的茶于2018年、2019年及2020年前三季度，分别亏损6973万元、3968万元、2751万元。在非国际财务报告准则下，2018年、2019年，奈雪的净亏损分别为5658万和1173.5万元，2020年取得净利润448.4万","text":"微信公众号：薅投资今晚试了一下奈雪的茶的新品“霸气玉油柑”，居然有点好喝。五月份又要上市了，那就写写奈雪好了。奈雪的茶奈雪的茶为国内知名茶饮品牌，创立于2015年，总部位于广东省深圳市，隶属于深圳市品道餐饮管理有限公司。创新打造“茶+软欧包”的形式，以20-35岁年轻女性为主要客群，坚持茶底4小时一换，软欧包不过夜。奈雪的茶坚持为现代人提供“一杯好茶，一口软欧包”的美好生活体验，期望成为中国茶走向世界的推动者。截至2020年12月，奈雪的茶已遍布全国70个城市，近500家门店。所有门店均为直营，且不做任何形式的加盟。2018年3月，奈雪完成A+轮投资，估值达到60亿元，成为公开资料中茶饮行业首个独角兽。据招股书，最新估值为130亿人民币；募资4亿-5亿美元茶饮行业目前现制茶饮店按照茶饮的平均价格分为三类：低端茶饮店（10元以下）、中端茶饮店（10-20元）和高端茶饮店（20元以上）。高端现制茶饮行业市场集中度较高，CR5占比高达55%。截止2020Q3，喜茶/奈雪的茶/The Alley/KOL/伏见桃山市占率分别为25.5%/17.7%/ 4.4%/3.8%/3.5%，喜茶和奈雪的茶市占率遥遥领先。相比之下，成立更加早的喜茶门店数目已达到600余家，门店数量多于奈雪。喜茶的25.5%市场份额也高于在新茶饮行业也高于奈雪的17.7%，分别位于行业第一第二。同时，主打平价路线的蜜雪冰城也没有掉队。蜜雪冰城已经完成首轮20亿资本融资，估值逾200亿元人民币。另有消息称，蜜雪冰城A股上市也行至交表阶段，预计年内可以完成上市流程。招股书解读据招股书显示，奈雪的茶于2018年、2019年及2020年前三季度，分别亏损6973万元、3968万元、2751万元。在非国际财务报告准则下，2018年、2019年，奈雪的净亏损分别为5658万和1173.5万元，2020年取得净利润448.4万","images":[{"img":"https://static.tigerbbs.com/b1feff046f4a3fc52695a97e32b24fc9"},{"img":"https://static.tigerbbs.com/b969a6e81f4f2496d4ff2ba5b8524552"},{"img":"https://static.tigerbbs.com/8d351977ef1d5c2b8da82a96d22d90fe"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343660568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351627801,"gmtCreate":1616594506603,"gmtModify":1616594506603,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"放心！老大不放心让百度不垄断，唯有百度墙","listText":"放心！老大不放心让百度不垄断，唯有百度墙","text":"放心！老大不放心让百度不垄断，唯有百度墙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351627801","repostId":"1170428045","repostType":4,"isVote":1,"tweetType":1,"viewCount":2677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325546143,"gmtCreate":1615908576782,"gmtModify":1703494947879,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"<a 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tg-height=\"597\"/></p><p>从行盘过程来看，午后出现了反复回调的情况。沪指从跌30点反弹之后，跌幅又再度扩大，并在低位反复震荡，这一点与之前几个交易日强劲的承接盘略有不同。另外，平均股价指数与杀跌个股数量明显背离，平均股价上涨，但杀跌个股数量一度超4000只。这意味着，上涨的个股可能集中在高价股板块，而这个过程就不得不提寒武纪。</p><p style=\"text-align: justify;\">寒武纪股价午后一度达到1464.98元/股，超越贵州茅台股价，成为A股市场“单价”最贵的股票。昨晚，寒武纪发布亮眼财报。有券商点评称，其收入符合预期，利润略超预期：二季度净利率38.6%，本质是规模效应且当季没有一次性的投片费用。机构预计，今年百亿出货，预计80亿—100亿元营收。明年产能和需求预期都比较乐观，预计营收在300亿元以上。</p><p style=\"text-align: justify;\">从量能来看，今天成交金额突破100亿元的股票再度超过10只，显示出大盘的虹吸效应有所强化。万得微盘股指数杀跌3%，亦能佐证这一点。</p><blockquote><h2 id=\"id_2842492301\">多家券商喊话“慢牛”</h2></blockquote><p style=\"text-align: justify;\">值得注意的是，近期券商喊话“慢牛”的多了起来。</p><p style=\"text-align: justify;\">国投证券林荣雄在其研报中表示，盲目参考2014—2015年模式，导致慢牛转快牛甚至形成疯牛实则是不可取的，向上空间大幅打开还是有赖于“三头牛”的逐步兑现。</p><p style=\"text-align: justify;\">从短周期来看，区别于2014—2015年牛市增量资金来自于加杠杆与场外配资，这次更多来自于债转股的再均衡，此类资金对估值与基本面匹配性有较高要求，这约束当前纯粹基于流动性牛市的大盘向上空间。</p><p style=\"text-align: justify;\">从长周期来看，经过当前国家股市平准资金构建+社保、保险等长期资本入市+ETF类被动长期工具丰富发展+提倡高分红价值创造模式，形成美股化的“震荡慢牛”模式才有望真正实现“居民存款搬家”，背后本质是股市生态升级优化，长期耐心资本掌握最终定价权。</p><p style=\"text-align: justify;\">申万宏源策略认为，全面牛市还需要积极因素的进一步累积：2026年基本面改善预期，供给出清提供安全垫，但也要需求改善提供向上弹性。全面牛市的结构主线，不可能仅限于中国企业更深度融入海外主导的产业链。中国体系出海，中国制造基于竞争优势，获得与之相匹配的产业话语权和盈利能力，可能是更贴近牛市叙事的结构主线。所以，似乎不必把所有对牛市的期待，都映射在眼前的景气线索上。</p><p style=\"text-align: justify;\">股市在经济循环中的重要性提升，绝非“想涨”或者“不想涨”这么简单。</p><p style=\"text-align: justify;\">居民资产向权益市场迁移，如果走基于赚钱效应正循环的老路，那只能是少数人的狂欢。“为了孕育个别成功企业，便奖励所有企业”的粗放资源配置方式，在其他领域已不提倡，A股也有必要从这种模式中走出来。这可能是“反内卷”思想在A股的一种映射。所以，慢下来，会更远、更高、更好。</p><p style=\"text-align: justify;\">短期A股上涨加速，部分投资者在享受牛市氛围的同时，也在讨论阶段性调整如何择时。9月初前后市场势必会出现视角转换，之前市场更多关注短期动量，而之后中期视角、性价比关注回归，这可能放大市场波动。但9月—10月之间即便有调整，也不是大波段，且具体调整节点很难预判，择时调整是低胜率低赔率的。</p></body></html>","source":"cszg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA股午后突然异动，发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-27 15:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/uTO59DhMBF5JayzUb5kIUA><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A股突然大调整！午后，富时中国A50指数期货午后突然下跌超1%。随后，A股各大指数亦出现一波回调，沪指最多时跌超60点，全市场一度近4000只股票下跌。国债期货亦于午后拉升，30年期主力合约盘中涨0.2%。10年期涨0.03%。5年期涨0.03%。2年期涨0.01%。那么，究竟发生了什么？分析人士认为，近期外围风险逐渐暴露，特别是长债风险较大。与此同时，近期A股涨幅较大，且有局部过热迹象。近期，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/uTO59DhMBF5JayzUb5kIUA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/uTO59DhMBF5JayzUb5kIUA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142601356","content_text":"A股突然大调整！午后，富时中国A50指数期货午后突然下跌超1%。随后，A股各大指数亦出现一波回调，沪指最多时跌超60点，全市场一度近4000只股票下跌。国债期货亦于午后拉升，30年期主力合约盘中涨0.2%。10年期涨0.03%。5年期涨0.03%。2年期涨0.01%。那么，究竟发生了什么？分析人士认为，近期外围风险逐渐暴露，特别是长债风险较大。与此同时，近期A股涨幅较大，且有局部过热迹象。近期，连续有券商策略研究表示，慢下来能走得更远。调整8月27日，市场波动如期加大。沪指午后一度下跌超30点，红利指数更是全天受到压制，午后跌幅扩大至1%以上。A50亦于午后一度跌超1%，港股市场亦开始走弱。从行盘过程来看，午后出现了反复回调的情况。沪指从跌30点反弹之后，跌幅又再度扩大，并在低位反复震荡，这一点与之前几个交易日强劲的承接盘略有不同。另外，平均股价指数与杀跌个股数量明显背离，平均股价上涨，但杀跌个股数量一度超4000只。这意味着，上涨的个股可能集中在高价股板块，而这个过程就不得不提寒武纪。寒武纪股价午后一度达到1464.98元/股，超越贵州茅台股价，成为A股市场“单价”最贵的股票。昨晚，寒武纪发布亮眼财报。有券商点评称，其收入符合预期，利润略超预期：二季度净利率38.6%，本质是规模效应且当季没有一次性的投片费用。机构预计，今年百亿出货，预计80亿—100亿元营收。明年产能和需求预期都比较乐观，预计营收在300亿元以上。从量能来看，今天成交金额突破100亿元的股票再度超过10只，显示出大盘的虹吸效应有所强化。万得微盘股指数杀跌3%，亦能佐证这一点。多家券商喊话“慢牛”值得注意的是，近期券商喊话“慢牛”的多了起来。国投证券林荣雄在其研报中表示，盲目参考2014—2015年模式，导致慢牛转快牛甚至形成疯牛实则是不可取的，向上空间大幅打开还是有赖于“三头牛”的逐步兑现。从短周期来看，区别于2014—2015年牛市增量资金来自于加杠杆与场外配资，这次更多来自于债转股的再均衡，此类资金对估值与基本面匹配性有较高要求，这约束当前纯粹基于流动性牛市的大盘向上空间。从长周期来看，经过当前国家股市平准资金构建+社保、保险等长期资本入市+ETF类被动长期工具丰富发展+提倡高分红价值创造模式，形成美股化的“震荡慢牛”模式才有望真正实现“居民存款搬家”，背后本质是股市生态升级优化，长期耐心资本掌握最终定价权。申万宏源策略认为，全面牛市还需要积极因素的进一步累积：2026年基本面改善预期，供给出清提供安全垫，但也要需求改善提供向上弹性。全面牛市的结构主线，不可能仅限于中国企业更深度融入海外主导的产业链。中国体系出海，中国制造基于竞争优势，获得与之相匹配的产业话语权和盈利能力，可能是更贴近牛市叙事的结构主线。所以，似乎不必把所有对牛市的期待，都映射在眼前的景气线索上。股市在经济循环中的重要性提升，绝非“想涨”或者“不想涨”这么简单。居民资产向权益市场迁移，如果走基于赚钱效应正循环的老路，那只能是少数人的狂欢。“为了孕育个别成功企业，便奖励所有企业”的粗放资源配置方式，在其他领域已不提倡，A股也有必要从这种模式中走出来。这可能是“反内卷”思想在A股的一种映射。所以，慢下来，会更远、更高、更好。短期A股上涨加速，部分投资者在享受牛市氛围的同时，也在讨论阶段性调整如何择时。9月初前后市场势必会出现视角转换，之前市场更多关注短期动量，而之后中期视角、性价比关注回归，这可能放大市场波动。但9月—10月之间即便有调整，也不是大波段，且具体调整节点很难预判，择时调整是低胜率低赔率的。","news_type":1,"symbols_score_info":{"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":990950026,"gmtCreate":1562162548865,"gmtModify":1704703357148,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"$百度(BIDU)$ 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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\">2020-04-22 10:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/3229f385f93916a87822914f5e16f904\"><span>4月22日讯，银保监会回应瑞幸咖啡财务造假事件：对财务造假行为始终保持“零容忍”，已督促相关银行加强风险监测。目前保险公司已收到瑞幸咖啡的理赔申请，相关调查还在进行，理赔工作还存在不确定性。</span></p><p><span>银保监会回应瑞幸咖啡事件：性质恶劣，将坚决支持、积极配合主管部门依法严厉惩处。</span></p><p><span>中国银保监会副主席曹宇今日在国新办新闻发布会上表示，瑞幸咖啡财务造假事件性质恶劣、教训深刻，银保监会将坚决支持、积极配合主管部门依法严厉惩处，对财务造假行为始终保持零容忍的态度，共同维护好良好的市场环境。</span></p><p><span>曹宇说，据我们了解，目前瑞幸咖啡在相关银行机构有信贷关系，但是授信额度不大，真正的贷款余额量更小，我们已督促相关银行加强风险监测和贷后管理。关于董责险的问题，瑞幸咖啡在上市前买了董责险，保单共有4层，总限额2500万美元，涉及境内外十几家保险公司。有的保险公司对这项业务还做了再保分出。据了解，目前保险公司已经收到了瑞幸咖啡的理赔申请，鉴于案情比较复杂，相关调查还在进行中，有关理赔工作还存在着一定不确定性。我们将督促相关保险公司依照保单的合同规定依法合规的妥善处理。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9153adf328cdbdfbb656ed3026a6175","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187995882","content_text":"4月22日讯，银保监会回应瑞幸咖啡财务造假事件：对财务造假行为始终保持“零容忍”，已督促相关银行加强风险监测。目前保险公司已收到瑞幸咖啡的理赔申请，相关调查还在进行，理赔工作还存在不确定性。银保监会回应瑞幸咖啡事件：性质恶劣，将坚决支持、积极配合主管部门依法严厉惩处。中国银保监会副主席曹宇今日在国新办新闻发布会上表示，瑞幸咖啡财务造假事件性质恶劣、教训深刻，银保监会将坚决支持、积极配合主管部门依法严厉惩处，对财务造假行为始终保持零容忍的态度，共同维护好良好的市场环境。曹宇说，据我们了解，目前瑞幸咖啡在相关银行机构有信贷关系，但是授信额度不大，真正的贷款余额量更小，我们已督促相关银行加强风险监测和贷后管理。关于董责险的问题，瑞幸咖啡在上市前买了董责险，保单共有4层，总限额2500万美元，涉及境内外十几家保险公司。有的保险公司对这项业务还做了再保分出。据了解，目前保险公司已经收到了瑞幸咖啡的理赔申请，鉴于案情比较复杂，相关调查还在进行中，有关理赔工作还存在着一定不确定性。我们将督促相关保险公司依照保单的合同规定依法合规的妥善处理。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":904964525,"gmtCreate":1560823159867,"gmtModify":1704700763642,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"$老虎证券(TIGR)$ 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