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06-06

扛不住就跑[开心] [开心] 跑晚了当小股东

马斯克与特朗普的争执对特斯拉股票意味着什么？

05-29

倒退开始了[强] [强]

美国一季度GDP增速小幅上修至-0.2%，个人支出增速从1.8%下调至1.2%

05-28

$特朗普媒体科技集团(DJT)$ 看起来黑特朗普的势力很猖狂[开心] [开心]

05-27

$特朗普媒体科技集团(DJT)$ 开个仓看看呗[财迷]

05-20

没拉起来呀[捂脸] [捂脸]

刚刚，利好突袭！A50直拉，影响有多大？

05-13

$纳斯达克(.IXIC)$ 关税搞定后，下一步逼迫美联储将息[开心] [开心] [开心]

05-12

$特朗普媒体科技集团(DJT)$ 走起[财迷]

05-12

$Oklo Inc.(OKLO)$ 起飞🛫

05-12

$维珍银河(SPCE)$ 走起[财迷] [财迷]

05-12

$纳斯达克(.IXIC)$ [开心] [开心] [开心]

05-12

$纳斯达克(.IXIC)$ 加加加

04-09

$西方石油(OXY)$ 没想到跌这么惨[捂脸] [捂脸] [捂脸] 好在我跑得早啊，好悬乎

04-04

$纳斯达克(.IXIC)$ 这个力度可以撒[开心] [开心]

02-14

跟着股神买了一些，静候佳音吧[捂脸] [捂脸] 说实话，目前这部分股票亏损20%[愤怒] [愤怒]

巴菲特又出手了，加仓西方石油

02-14

$纳斯达克(.IXIC)$ 老纳上蹿下跳的[开心] 明显是涨不动了[捂脸] [捂脸] [捂脸] 要么降息再给一次向上冲刺的机会[得意] 要么硬扛着等机会砸盘[喷血] [喷血] [喷血]

02-13

$Oklo Inc.(OKLO)$ 这还打算下去接一批人呢[开心] 赶快拉起来吧[财迷] [财迷] [财迷]

02-12

需要一定的发展历程[开心]前途光明道路曲折[龇牙][龇牙]

02-12

$Oklo Inc.(OKLO)$ 今天盘前抄了一把[开心] [开心] 今晚起飞🛫吗[财迷] [财迷] [财迷]

02-12

$Oklo Inc.(OKLO)$ 继续空[财迷] [财迷] [开心]

02-11

$Oklo Inc.(OKLO)$ 还没跌到位[捂脸] [捂脸]

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[开心]&nbsp; 跑晚了当小股东","listText":"扛不住就跑[开心]&nbsp; [开心]&nbsp; 跑晚了当小股东","text":"扛不住就跑[开心] [开心] 跑晚了当小股东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443126951153680","repostId":"1139715035","repostType":4,"repost":{"id":"1139715035","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":1749205399,"share":"https://www.laohu8.com/m/news/1139715035?lang=&edition=full","pubTime":"2025-06-06 18:23","market":"us","language":"zh","title":"马斯克与特朗普的争执对特斯拉股票意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1139715035","media":"老虎资讯综合","summary":"美国总统特朗普与世界首富马斯克之间的争执在周四进入了新阶段——特斯拉也被卷入了这场纷争的余波之中。市场观察人士表示，马斯克与特朗普之间的不和给特斯拉带来了新的压力。AJ Bell的投资总监拉斯·莫尔德指出，去年马斯克与特朗普关系升温时，特斯拉股价曾获得提振。莫尔德将马斯克的口无遮拦称为特斯拉股东的“负担”，并暗示他作为公司掌舵人的地位最终可能会受到质疑。","content":"<html><head></head><body><p style=\"text-align: start;\">美国总统特朗普与世界首富马斯克之间的争执在周四进入了新阶段——特斯拉也被卷入了这场纷争的余波之中。</p><p style=\"text-align: start;\">这场始于马斯克公开抨击特朗普支出法案的争端，已演变成两人之间的全面争吵，特朗普威胁要撤销授予马斯克公司价值数十亿美元的美国政府合同。</p><p style=\"text-align: start;\">与此同时，马斯克声称，如果没有他在竞选活动中的出力，特朗普根本不可能赢得大选。他还表示，由于特朗普威胁削减资金，SpaceX将立即退役其龙飞船。</p><p style=\"text-align: start;\">随着这两位曾经关系友好（这种关系曾让马斯克在特朗普政府中获得职位）的人公开互相嘲讽，特斯拉的市值在周四蒸发了1520亿美元。这是特斯拉估值有史以来遭受的最大打击。</p><p style=\"text-align: start;\">该公司股价今年以来已缩水近30%，但在周五的盘前交易中上涨了5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/821d18d885a967641e3e4cd532ede1ed\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong>无视这场“孩童般的争吵”？</strong></p><p style=\"text-align: start;\">市场观察人士表示，马斯克与特朗普之间的不和给特斯拉带来了新的压力。特斯拉已经在应对汽车销量不佳的困境，并且鉴于马斯克的其他事业（包括SpaceX和xAI），外界对其领导公司的能力也提出了质疑。</p><p style=\"text-align: start;\">Strategy Asset Managers的首席执行官汤姆·胡利克周五表示，市场自然会产生担忧，因为“就像特朗普和马斯克现在这样，两个人互相掐架。”</p><p style=\"text-align: start;\">然而，他敦促投资者无视他称之为“孩童般的争吵”，并关注美国及其他地区的能源基础设施发展，以及公司在盈利、储蓄和投资方面的数据。</p><p style=\"text-align: start;\">“我们确实看到的积极信号多于消极信号，无论争吵发生在特朗普和马斯克之间，还是两个不同国家之间，我认为人们都会冷静下来，更理性的头脑将占据上风，”这位特斯拉多头表示。Strategy Asset Managers持有特斯拉股票。</p><p style=\"text-align: start;\">胡利克周五补充说，尽管鉴于媒体对马斯克的关注，这家电动汽车巨头承受着巨大压力，“但不可否认特斯拉在很多方面都是行业领导者。”</p><p style=\"text-align: start;\">“我认为这是暂时的，”他补充道。“特斯拉之后会发生什么……实际上取决于公司的盈利前景。我认为长远来看，电动汽车行业和特斯拉蕴含着非常多的积极因素。我们不会关注这种短期压力。”</p><p style=\"text-align: start;\">ING Research专注于运输、物流和汽车行业的高级经济学家里科·卢曼周五认为，马斯克的政治生涯“对特斯拉没有任何好处”——他与特朗普争吵的升级只会加剧这种影响。</p><p style=\"text-align: start;\">“特斯拉的市场价值很大程度上建立在对未来增长的预期之上（不仅是销量增长，还包括软件自动驾驶以及机器人化等邻近领域），”他在一封电子邮件中解释道，并指出由于生产和交付数据令人失望，股价已经承压。</p><p style=\"text-align: start;\">特斯拉在四月份公布第一季度财报时，营收和盈利均未达到预期，汽车收入同比下降20%。然而，卢曼认为，“全球电动汽车需求放缓只是故事的一部分。”</p><p style=\"text-align: start;\">“该公司在全球三大区域板块（包括美国）都遭遇了逆风，”他认为。“为了实现其增长雄心，它需要在其本土和最重要的市场美国获得监管上的通融。与政府关系恶化可能会对此产生负面影响。市场似乎正在计入更高的监管风险。”</p><p style=\"text-align: start;\"><strong>特斯拉股东陷入“战区”</strong></p><p style=\"text-align: start;\">在周四的一份报告中，长期看好特斯拉的投行Wedbush分析师丹·艾夫斯也将马斯克与特朗普关系的恶化比作“高中朋友之间的争吵”。</p><p style=\"text-align: start;\">“这种情况……必须在马斯克和特朗普之间开始平息，这对双方都没有好处，”他说。“这场争吵不会改变我们对特斯拉和自动驾驶前景的看涨观点，但显然给未来特朗普的监管框架添了乱。这是又一个《阴阳魔界》时刻（指离奇诡异的情况）。”</p><p style=\"text-align: start;\">AJ Bell的投资总监拉斯·莫尔德指出，去年马斯克与特朗普关系升温时，特斯拉股价曾获得提振。</p><p style=\"text-align: start;\">“投资者认为马斯克——因此特斯拉也会顺带受益——将获得特殊待遇，”他在周五早间的一份报告中写道。</p><p style=\"text-align: start;\">然而，莫尔德补充说，特朗普现在似乎致力于给马斯克的生活制造困难。“特斯拉股东被困在“战区”中间，因为无论马斯克发生什么，都将成为这家汽车公司股价的代理。”</p><p style=\"text-align: start;\">莫尔德将马斯克的口无遮拦称为特斯拉股东的“负担”，并暗示他作为公司掌舵人的地位最终可能会受到质疑。</p><p style=\"text-align: start;\">“马斯克最近承诺至少再担任五年CEO，但如果他无法克制自己在公众舞台上煽风点火的行为，特斯拉董事会可能不得不认真长远地考虑他在公司的未来，”他说。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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马斯克与特朗普的争执对特斯拉股票意味着什么？\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\">2025-06-06 18:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">美国总统特朗普与世界首富马斯克之间的争执在周四进入了新阶段——特斯拉也被卷入了这场纷争的余波之中。</p><p style=\"text-align: start;\">这场始于马斯克公开抨击特朗普支出法案的争端，已演变成两人之间的全面争吵，特朗普威胁要撤销授予马斯克公司价值数十亿美元的美国政府合同。</p><p style=\"text-align: start;\">与此同时，马斯克声称，如果没有他在竞选活动中的出力，特朗普根本不可能赢得大选。他还表示，由于特朗普威胁削减资金，SpaceX将立即退役其龙飞船。</p><p style=\"text-align: start;\">随着这两位曾经关系友好（这种关系曾让马斯克在特朗普政府中获得职位）的人公开互相嘲讽，特斯拉的市值在周四蒸发了1520亿美元。这是特斯拉估值有史以来遭受的最大打击。</p><p style=\"text-align: start;\">该公司股价今年以来已缩水近30%，但在周五的盘前交易中上涨了5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/821d18d885a967641e3e4cd532ede1ed\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong>无视这场“孩童般的争吵”？</strong></p><p style=\"text-align: start;\">市场观察人士表示，马斯克与特朗普之间的不和给特斯拉带来了新的压力。特斯拉已经在应对汽车销量不佳的困境，并且鉴于马斯克的其他事业（包括SpaceX和xAI），外界对其领导公司的能力也提出了质疑。</p><p style=\"text-align: start;\">Strategy Asset Managers的首席执行官汤姆·胡利克周五表示，市场自然会产生担忧，因为“就像特朗普和马斯克现在这样，两个人互相掐架。”</p><p style=\"text-align: start;\">然而，他敦促投资者无视他称之为“孩童般的争吵”，并关注美国及其他地区的能源基础设施发展，以及公司在盈利、储蓄和投资方面的数据。</p><p style=\"text-align: start;\">“我们确实看到的积极信号多于消极信号，无论争吵发生在特朗普和马斯克之间，还是两个不同国家之间，我认为人们都会冷静下来，更理性的头脑将占据上风，”这位特斯拉多头表示。Strategy Asset Managers持有特斯拉股票。</p><p style=\"text-align: start;\">胡利克周五补充说，尽管鉴于媒体对马斯克的关注，这家电动汽车巨头承受着巨大压力，“但不可否认特斯拉在很多方面都是行业领导者。”</p><p style=\"text-align: start;\">“我认为这是暂时的，”他补充道。“特斯拉之后会发生什么……实际上取决于公司的盈利前景。我认为长远来看，电动汽车行业和特斯拉蕴含着非常多的积极因素。我们不会关注这种短期压力。”</p><p style=\"text-align: start;\">ING Research专注于运输、物流和汽车行业的高级经济学家里科·卢曼周五认为，马斯克的政治生涯“对特斯拉没有任何好处”——他与特朗普争吵的升级只会加剧这种影响。</p><p style=\"text-align: start;\">“特斯拉的市场价值很大程度上建立在对未来增长的预期之上（不仅是销量增长，还包括软件自动驾驶以及机器人化等邻近领域），”他在一封电子邮件中解释道，并指出由于生产和交付数据令人失望，股价已经承压。</p><p style=\"text-align: start;\">特斯拉在四月份公布第一季度财报时，营收和盈利均未达到预期，汽车收入同比下降20%。然而，卢曼认为，“全球电动汽车需求放缓只是故事的一部分。”</p><p style=\"text-align: start;\">“该公司在全球三大区域板块（包括美国）都遭遇了逆风，”他认为。“为了实现其增长雄心，它需要在其本土和最重要的市场美国获得监管上的通融。与政府关系恶化可能会对此产生负面影响。市场似乎正在计入更高的监管风险。”</p><p style=\"text-align: start;\"><strong>特斯拉股东陷入“战区”</strong></p><p style=\"text-align: start;\">在周四的一份报告中，长期看好特斯拉的投行Wedbush分析师丹·艾夫斯也将马斯克与特朗普关系的恶化比作“高中朋友之间的争吵”。</p><p style=\"text-align: start;\">“这种情况……必须在马斯克和特朗普之间开始平息，这对双方都没有好处，”他说。“这场争吵不会改变我们对特斯拉和自动驾驶前景的看涨观点，但显然给未来特朗普的监管框架添了乱。这是又一个《阴阳魔界》时刻（指离奇诡异的情况）。”</p><p style=\"text-align: start;\">AJ Bell的投资总监拉斯·莫尔德指出，去年马斯克与特朗普关系升温时，特斯拉股价曾获得提振。</p><p style=\"text-align: start;\">“投资者认为马斯克——因此特斯拉也会顺带受益——将获得特殊待遇，”他在周五早间的一份报告中写道。</p><p style=\"text-align: start;\">然而，莫尔德补充说，特朗普现在似乎致力于给马斯克的生活制造困难。“特斯拉股东被困在“战区”中间，因为无论马斯克发生什么，都将成为这家汽车公司股价的代理。”</p><p style=\"text-align: start;\">莫尔德将马斯克的口无遮拦称为特斯拉股东的“负担”，并暗示他作为公司掌舵人的地位最终可能会受到质疑。</p><p style=\"text-align: start;\">“马斯克最近承诺至少再担任五年CEO，但如果他无法克制自己在公众舞台上煽风点火的行为，特斯拉董事会可能不得不认真长远地考虑他在公司的未来，”他说。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7d66b78d82be43211e6e951c438f765d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139715035","content_text":"美国总统特朗普与世界首富马斯克之间的争执在周四进入了新阶段——特斯拉也被卷入了这场纷争的余波之中。这场始于马斯克公开抨击特朗普支出法案的争端，已演变成两人之间的全面争吵，特朗普威胁要撤销授予马斯克公司价值数十亿美元的美国政府合同。与此同时，马斯克声称，如果没有他在竞选活动中的出力，特朗普根本不可能赢得大选。他还表示，由于特朗普威胁削减资金，SpaceX将立即退役其龙飞船。随着这两位曾经关系友好（这种关系曾让马斯克在特朗普政府中获得职位）的人公开互相嘲讽，特斯拉的市值在周四蒸发了1520亿美元。这是特斯拉估值有史以来遭受的最大打击。该公司股价今年以来已缩水近30%，但在周五的盘前交易中上涨了5%。无视这场“孩童般的争吵”？市场观察人士表示，马斯克与特朗普之间的不和给特斯拉带来了新的压力。特斯拉已经在应对汽车销量不佳的困境，并且鉴于马斯克的其他事业（包括SpaceX和xAI），外界对其领导公司的能力也提出了质疑。Strategy Asset Managers的首席执行官汤姆·胡利克周五表示，市场自然会产生担忧，因为“就像特朗普和马斯克现在这样，两个人互相掐架。”然而，他敦促投资者无视他称之为“孩童般的争吵”，并关注美国及其他地区的能源基础设施发展，以及公司在盈利、储蓄和投资方面的数据。“我们确实看到的积极信号多于消极信号，无论争吵发生在特朗普和马斯克之间，还是两个不同国家之间，我认为人们都会冷静下来，更理性的头脑将占据上风，”这位特斯拉多头表示。Strategy Asset Managers持有特斯拉股票。胡利克周五补充说，尽管鉴于媒体对马斯克的关注，这家电动汽车巨头承受着巨大压力，“但不可否认特斯拉在很多方面都是行业领导者。”“我认为这是暂时的，”他补充道。“特斯拉之后会发生什么……实际上取决于公司的盈利前景。我认为长远来看，电动汽车行业和特斯拉蕴含着非常多的积极因素。我们不会关注这种短期压力。”ING Research专注于运输、物流和汽车行业的高级经济学家里科·卢曼周五认为，马斯克的政治生涯“对特斯拉没有任何好处”——他与特朗普争吵的升级只会加剧这种影响。“特斯拉的市场价值很大程度上建立在对未来增长的预期之上（不仅是销量增长，还包括软件自动驾驶以及机器人化等邻近领域），”他在一封电子邮件中解释道，并指出由于生产和交付数据令人失望，股价已经承压。特斯拉在四月份公布第一季度财报时，营收和盈利均未达到预期，汽车收入同比下降20%。然而，卢曼认为，“全球电动汽车需求放缓只是故事的一部分。”“该公司在全球三大区域板块（包括美国）都遭遇了逆风，”他认为。“为了实现其增长雄心，它需要在其本土和最重要的市场美国获得监管上的通融。与政府关系恶化可能会对此产生负面影响。市场似乎正在计入更高的监管风险。”特斯拉股东陷入“战区”在周四的一份报告中，长期看好特斯拉的投行Wedbush分析师丹·艾夫斯也将马斯克与特朗普关系的恶化比作“高中朋友之间的争吵”。“这种情况……必须在马斯克和特朗普之间开始平息，这对双方都没有好处，”他说。“这场争吵不会改变我们对特斯拉和自动驾驶前景的看涨观点，但显然给未来特朗普的监管框架添了乱。这是又一个《阴阳魔界》时刻（指离奇诡异的情况）。”AJ Bell的投资总监拉斯·莫尔德指出，去年马斯克与特朗普关系升温时，特斯拉股价曾获得提振。“投资者认为马斯克——因此特斯拉也会顺带受益——将获得特殊待遇，”他在周五早间的一份报告中写道。然而，莫尔德补充说，特朗普现在似乎致力于给马斯克的生活制造困难。“特斯拉股东被困在“战区”中间，因为无论马斯克发生什么，都将成为这家汽车公司股价的代理。”莫尔德将马斯克的口无遮拦称为特斯拉股东的“负担”，并暗示他作为公司掌舵人的地位最终可能会受到质疑。“马斯克最近承诺至少再担任五年CEO，但如果他无法克制自己在公众舞台上煽风点火的行为，特斯拉董事会可能不得不认真长远地考虑他在公司的未来，”他说。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440263261659432,"gmtCreate":1748524469376,"gmtModify":1748524470699,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"倒退开始了[强]&nbsp; [强]&nbsp;&nbsp;","listText":"倒退开始了[强]&nbsp; [强]&nbsp;&nbsp;","text":"倒退开始了[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440263261659432","repostId":"1126596451","repostType":4,"repost":{"id":"1126596451","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":1748521822,"share":"https://www.laohu8.com/m/news/1126596451?lang=&edition=full","pubTime":"2025-05-29 20:30","market":"us","language":"zh","title":"美国一季度GDP增速小幅上修至-0.2%，个人支出增速从1.8%下调至1.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126596451","media":"老虎资讯综合","summary":"美国第一季度实际GDP年化季率修正值为-0.2%，预期为-0.3%，前值为-0.3%","content":"<html><head></head><body><p>最新公布的数据显示，受消费支出走弱及进口规模超预期影响，美国今年年初经济出现萎缩。一季度GDP按年率计算下降0.2%，较初值0.3%的降幅略有收窄。</p><p>作为经济增长的主要引擎，消费者支出仅增长1.2%，低于初估的1.8%。净出口对GDP的拖累达4.9个百分点，较首次预测略有扩大。GDP数据的小幅上修得益于商业投资增强和库存积累增加。</p><p>展望未来，预测者普遍预计二季度GDP将反弹，原因在于更高的关税会抑制进口，而已进口的商品将形成更大库存，推动增长数据回升。</p><p>除此之外，经济学家和政策制定者将密切关注特朗普政策（包括贸易、移民和税收政策）对未来消费和商业支出的影响。</p><p>PCE物价指数年化季率修正值 3.6%，前值3.6%；核心PCE物价指数年化季率修正值 3.4%，预期3.5%，前值3.50%；核心PCE物价指数年率修正值 2.8%，前值2.8%。</p><p>此外，美国至5月24日当周初请失业金人数 24万人，预期23万人，前值由22.7万人修正为22.6万人，这表明随着劳动力市场环境持续宽松，5月失业率或已上升。</p><p>尽管疫情期间及之后企业因招工难而倾向于保留员工，<strong>但特朗普政府激进的贸易政策引发经济不确定性，导致裁员现象增加，企业难以制定长期规划</strong>。</p><p>此前美国银行研究所报告显示，2月至4月期间，领取失业救济的高收入家庭数量同比大幅增加，4月中低收入家庭申领人数同比亦显著上升。</p><p>经济学家预计，受季节性波动数据调整难度影响，<strong>6月初请人数可能突破今年20.5万至24.3万的区间</strong>，但这一趋势与近年相似，未必反映劳动力市场状况的实质性转变。</p><p>美联储今晨的会议纪要显示，尽管决策者认为劳动力市场总体平衡，但“评估认为未来几个月劳动力市场存在走弱风险”，并指出就业前景“存在相当大的不确定性”，其结果“在很大程度上取决于贸易政策及其他政府政策的演变”。</p><p>财经网站Forexlive分析师表示，今日的初请数据持续显示劳动力市场稳定，无需担忧。持续申领失业救济人数数据与非农就业报告调查周相关，且刚刚创下周期新高，这可能导致失业率上升。</p><p>数据发布后，美国国债缩小跌幅，彭博美元即期指数跌至盘中低点。</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>美国一季度GDP增速小幅上修至-0.2%，个人支出增速从1.8%下调至1.2%</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美国一季度GDP增速小幅上修至-0.2%，个人支出增速从1.8%下调至1.2%\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\">2025-05-29 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>最新公布的数据显示，受消费支出走弱及进口规模超预期影响，美国今年年初经济出现萎缩。一季度GDP按年率计算下降0.2%，较初值0.3%的降幅略有收窄。</p><p>作为经济增长的主要引擎，消费者支出仅增长1.2%，低于初估的1.8%。净出口对GDP的拖累达4.9个百分点，较首次预测略有扩大。GDP数据的小幅上修得益于商业投资增强和库存积累增加。</p><p>展望未来，预测者普遍预计二季度GDP将反弹，原因在于更高的关税会抑制进口，而已进口的商品将形成更大库存，推动增长数据回升。</p><p>除此之外，经济学家和政策制定者将密切关注特朗普政策（包括贸易、移民和税收政策）对未来消费和商业支出的影响。</p><p>PCE物价指数年化季率修正值 3.6%，前值3.6%；核心PCE物价指数年化季率修正值 3.4%，预期3.5%，前值3.50%；核心PCE物价指数年率修正值 2.8%，前值2.8%。</p><p>此外，美国至5月24日当周初请失业金人数 24万人，预期23万人，前值由22.7万人修正为22.6万人，这表明随着劳动力市场环境持续宽松，5月失业率或已上升。</p><p>尽管疫情期间及之后企业因招工难而倾向于保留员工，<strong>但特朗普政府激进的贸易政策引发经济不确定性，导致裁员现象增加，企业难以制定长期规划</strong>。</p><p>此前美国银行研究所报告显示，2月至4月期间，领取失业救济的高收入家庭数量同比大幅增加，4月中低收入家庭申领人数同比亦显著上升。</p><p>经济学家预计，受季节性波动数据调整难度影响，<strong>6月初请人数可能突破今年20.5万至24.3万的区间</strong>，但这一趋势与近年相似，未必反映劳动力市场状况的实质性转变。</p><p>美联储今晨的会议纪要显示，尽管决策者认为劳动力市场总体平衡，但“评估认为未来几个月劳动力市场存在走弱风险”，并指出就业前景“存在相当大的不确定性”，其结果“在很大程度上取决于贸易政策及其他政府政策的演变”。</p><p>财经网站Forexlive分析师表示，今日的初请数据持续显示劳动力市场稳定，无需担忧。持续申领失业救济人数数据与非农就业报告调查周相关，且刚刚创下周期新高，这可能导致失业率上升。</p><p>数据发布后，美国国债缩小跌幅，彭博美元即期指数跌至盘中低点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cadcfb88697d09bb90cb85e829df2277","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126596451","content_text":"最新公布的数据显示，受消费支出走弱及进口规模超预期影响，美国今年年初经济出现萎缩。一季度GDP按年率计算下降0.2%，较初值0.3%的降幅略有收窄。作为经济增长的主要引擎，消费者支出仅增长1.2%，低于初估的1.8%。净出口对GDP的拖累达4.9个百分点，较首次预测略有扩大。GDP数据的小幅上修得益于商业投资增强和库存积累增加。展望未来，预测者普遍预计二季度GDP将反弹，原因在于更高的关税会抑制进口，而已进口的商品将形成更大库存，推动增长数据回升。除此之外，经济学家和政策制定者将密切关注特朗普政策（包括贸易、移民和税收政策）对未来消费和商业支出的影响。PCE物价指数年化季率修正值 3.6%，前值3.6%；核心PCE物价指数年化季率修正值 3.4%，预期3.5%，前值3.50%；核心PCE物价指数年率修正值 2.8%，前值2.8%。此外，美国至5月24日当周初请失业金人数 24万人，预期23万人，前值由22.7万人修正为22.6万人，这表明随着劳动力市场环境持续宽松，5月失业率或已上升。尽管疫情期间及之后企业因招工难而倾向于保留员工，但特朗普政府激进的贸易政策引发经济不确定性，导致裁员现象增加，企业难以制定长期规划。此前美国银行研究所报告显示，2月至4月期间，领取失业救济的高收入家庭数量同比大幅增加，4月中低收入家庭申领人数同比亦显著上升。经济学家预计，受季节性波动数据调整难度影响，6月初请人数可能突破今年20.5万至24.3万的区间，但这一趋势与近年相似，未必反映劳动力市场状况的实质性转变。美联储今晨的会议纪要显示，尽管决策者认为劳动力市场总体平衡，但“评估认为未来几个月劳动力市场存在走弱风险”，并指出就业前景“存在相当大的不确定性”，其结果“在很大程度上取决于贸易政策及其他政府政策的演变”。财经网站Forexlive分析师表示，今日的初请数据持续显示劳动力市场稳定，无需担忧。持续申领失业救济人数数据与非农就业报告调查周相关，且刚刚创下周期新高，这可能导致失业率上升。数据发布后，美国国债缩小跌幅，彭博美元即期指数跌至盘中低点。","news_type":1,"symbols_score_info":{".DJI":1,".IXIC":1,".SPX":1,"ESmain":1,"NQmain":1,"QQQ":1,"SPY":1,"SQQQ":1,"TQQQ":1,"YMmain":1}},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439640643584904,"gmtCreate":1748362782775,"gmtModify":1748364746564,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"<a 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[捂脸]&nbsp;&nbsp;","text":"没拉起来呀[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437081410118248","repostId":"1177534053","repostType":4,"repost":{"id":"1177534053","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1747720516,"share":"https://www.laohu8.com/m/news/1177534053?lang=&edition=full","pubTime":"2025-05-20 13:55","market":"sh","language":"zh","title":"刚刚，利好突袭！A50直拉，影响有多大？","url":"https://stock-news.laohu8.com/highlight/detail?id=1177534053","media":"券商中国","summary":"赵成峰表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。目前国家发展改革委正在组织计划申报和项目评审等工作，将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。秦海翔表示，将深入贯彻落实《意见》部署要求，推动基础设施建设改造任务落实落细。","content":"<html><head></head><body><p>投资引擎正在启动！</p><p>午间开盘，富时中国A50指数期货、MSCI中国A50互联互通指数期货均涨超1%。</p><p>今天上午，住房城乡建设部副部长秦海翔就《关于持续推进城市更新行动的意见》进行了详细介绍。国家发展改革委固定资产投资司负责人赵成峰在国新办发布会上表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。金融监管总局统计与风险监测司司长廖媛媛也在国新办发布会上表示，将研究出台专门的城市更新项目贷款管理办法。</p><p>中信证券认为，《意见》进一步证明了大拆大建不可取，城市核心区域的城市更新有机推进，机会可能远大于远郊区的新城建设。把握这些业务机会，就需要企业具备因地制宜打造精品的能力、深耕城市沟通规划的能力、改造升级运营提效的能力和出表资产推动REITs上市的能力。</p><p>那么，就股市而言，机会又集中在哪里呢？</p><p><strong>利好来袭</strong></p><p>今天上午10时，国务院新闻办举行新闻发布会，住房城乡建设部、国家发展改革委、财政部、自然资源部、金融监管总局有关负责人将介绍推进城市更新行动有关情况，并回答记者提问。</p><p>赵成峰表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。今年中央预算内投资专门设立城市更新的专项，支持城市更新相关的公益性基础设施和公共服务设施建设，在支持城镇老旧小区改造、城中村改造等项目的基础上，扩围支持城市危旧住房、老旧街区、老旧厂区转型提质等工程。目前国家发展改革委正在组织计划申报和项目评审等工作，将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。</p><p>他还表示，在“两重”建设超长期特别国债的资金安排中，将继续对城市地下管网设施建设、改造项目给予支持。用好地方政府专项债券，继续支持符合条件的城市更新项目建设。充分发挥政府和社会资本合作（PPP）新机制，基础设施领域不动产投资信托基金（REITs）的作用。</p><p>廖媛媛在会上表示，金融监管总局将指导金融机构深入理解城市更新行动的内在逻辑，准确把握新特点新要求，按照依法合规、风险可控、商业可持续的原则，积极为城市更新行动提供丰富多样、量身定制的金融产品和金融服务，满足不同主体、不同项目、不同阶段、不同环节的金融需求。</p><p>秦海翔表示，将深入贯彻落实《意见》部署要求，推动基础设施建设改造任务落实落细。</p><p>一是继续抓好“里子”工程，持续推进城市燃气、供水、污水、排水、供热等地下管网的升级改造，因地制宜建设地下综合管廊。</p><p>二是持续提升城市的安全韧性，实施城市排水防涝提升工程，推进城镇燃气的安全整治，加快推进城市生命线安全工程建设，对城市市政设施进行实时监测、动态预警、有效处置，切实消除安全隐患。</p><p>三是加快推进新型城市基础设施建设，运用信息化、数字化手段，提升基础设施的智慧化水平，加快完善基础设施建设运维的长效管理制度，探索城市建设运营投融资新模式，不断提升城市基础设施建设和管理服务水平。</p><p><strong>影响多大？</strong></p><p>此次发布会释放的信号其实是此前中共中央办公厅、国务院办公厅发布《关于持续推进城市更新行动意见》的延续。</p><p>上述文件提出了2030年城市更新行动取得重要进展的目标，要求城市更新全过程坚持系统观念、发挥规划导向、统筹发展和安全、坚持因地制宜量力而行，并从用地政策、房屋使用全生命周期安全管理制度、投融资方式等方面强化支撑保障机制。</p><p>中信证券认为，《意见》在大力实施城市更新，促进城市结构优化、功能完善、文脉赓续、品质提升，提高居民生活质量等方面与历史文件一脉相承，且相比历史政策更聚焦存量优化。预计城市更新工作的持续开展将为产业链带来新的投资机会。</p><p>值得注意的是，《意见》并未将城市更新和大拆大建划上等号，而是反复强调“保护”，严禁以危险住房名义违法违规拆除改造历史文化街区、传统村落、文物和历史建筑；要保护传统风貌；做好历史文化风貌保护前期工作，不搞大拆大建等。因此中信证券认为，未来的城市更新工作，和历史上大规模的新城建设完全不同。存量街区和存量建筑的改造，新建一些小面积的单体建筑，整体提升街区风貌，是本轮城市更新的主要内容。在告别了大拆大建之后，存量建筑的功能用途改变将更为便利，这反过来十分有利于擅长运营提效的企业。</p><p>《意见》提到完善市场化投融资模式，吸引社会资本参与城市更新，推动符合条件的项目发行基础设施REITs和资产证券化产品。《意见》要求，推动土地混合开发利用和用途依法合理转换，盘活利用低效用地，优化零星用地集中改造、容积率转移或奖励政策。有利于一些深耕当地的发展商，获得一批规模小、位置好、用途多元的土地，考验企业的精品开发能力，也为企业的可持续发展提供了新的舞台。</p><p>中信证券认为，城市更新也给物业服务行业提供了新的发展机会。一些高楼龄项目的养护运维可能获得新的政策支持，一些老旧小区的配套设施可能借政策东风而得到优化。政策也非常有利于商管类公司的发展。</p><p>银河证券认为，城市更新八项任务基本涉及到了城市建设的方方面面，不仅仅是针对房地产建设，还包含了相关基础设施和功能服务建设。建设投资规模方面，主要还是城中村、老旧小区改造、地下管网改造三方面投资额较大。而年内具体能够带动多少投资规模，可以从资金端进行跟踪观测。此外，危房改造方面，提及加快拆除改造D级危险住房，虽然对此未有公开数据。但可从过往中央和地方预算中用于危房改造支出进行大致推算。过去支出规模较大时主要集中在2015-2019年棚改期间，最高合计支出536亿元/每年，此后开始逐步降低，截至2022年合计支出93亿元。在上一轮棚改后实际待拆D级危房数量较少，目前每年投资规模或在500亿元以下。</p><p>下一步，可以期待的增量政策或是政策性金融工具，例如通过PSL向政策性银行提供资金用于扩围基础设施基金，用作项目资本金。从信用传导路径来看，往往是财政、政策性金融、商业金融逐步扩围。因此，在当前存量政策基础上，如后续看到新增政策性工具出台及商业银行大规模参与，则投资规模预期相应提升。</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\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刚刚，利好突袭！A50直拉，影响有多大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-05-20 13:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>投资引擎正在启动！</p><p>午间开盘，富时中国A50指数期货、MSCI中国A50互联互通指数期货均涨超1%。</p><p>今天上午，住房城乡建设部副部长秦海翔就《关于持续推进城市更新行动的意见》进行了详细介绍。国家发展改革委固定资产投资司负责人赵成峰在国新办发布会上表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。金融监管总局统计与风险监测司司长廖媛媛也在国新办发布会上表示，将研究出台专门的城市更新项目贷款管理办法。</p><p>中信证券认为，《意见》进一步证明了大拆大建不可取，城市核心区域的城市更新有机推进，机会可能远大于远郊区的新城建设。把握这些业务机会，就需要企业具备因地制宜打造精品的能力、深耕城市沟通规划的能力、改造升级运营提效的能力和出表资产推动REITs上市的能力。</p><p>那么，就股市而言，机会又集中在哪里呢？</p><p><strong>利好来袭</strong></p><p>今天上午10时，国务院新闻办举行新闻发布会，住房城乡建设部、国家发展改革委、财政部、自然资源部、金融监管总局有关负责人将介绍推进城市更新行动有关情况，并回答记者提问。</p><p>赵成峰表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。今年中央预算内投资专门设立城市更新的专项，支持城市更新相关的公益性基础设施和公共服务设施建设，在支持城镇老旧小区改造、城中村改造等项目的基础上，扩围支持城市危旧住房、老旧街区、老旧厂区转型提质等工程。目前国家发展改革委正在组织计划申报和项目评审等工作，将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。</p><p>他还表示，在“两重”建设超长期特别国债的资金安排中，将继续对城市地下管网设施建设、改造项目给予支持。用好地方政府专项债券，继续支持符合条件的城市更新项目建设。充分发挥政府和社会资本合作（PPP）新机制，基础设施领域不动产投资信托基金（REITs）的作用。</p><p>廖媛媛在会上表示，金融监管总局将指导金融机构深入理解城市更新行动的内在逻辑，准确把握新特点新要求，按照依法合规、风险可控、商业可持续的原则，积极为城市更新行动提供丰富多样、量身定制的金融产品和金融服务，满足不同主体、不同项目、不同阶段、不同环节的金融需求。</p><p>秦海翔表示，将深入贯彻落实《意见》部署要求，推动基础设施建设改造任务落实落细。</p><p>一是继续抓好“里子”工程，持续推进城市燃气、供水、污水、排水、供热等地下管网的升级改造，因地制宜建设地下综合管廊。</p><p>二是持续提升城市的安全韧性，实施城市排水防涝提升工程，推进城镇燃气的安全整治，加快推进城市生命线安全工程建设，对城市市政设施进行实时监测、动态预警、有效处置，切实消除安全隐患。</p><p>三是加快推进新型城市基础设施建设，运用信息化、数字化手段，提升基础设施的智慧化水平，加快完善基础设施建设运维的长效管理制度，探索城市建设运营投融资新模式，不断提升城市基础设施建设和管理服务水平。</p><p><strong>影响多大？</strong></p><p>此次发布会释放的信号其实是此前中共中央办公厅、国务院办公厅发布《关于持续推进城市更新行动意见》的延续。</p><p>上述文件提出了2030年城市更新行动取得重要进展的目标，要求城市更新全过程坚持系统观念、发挥规划导向、统筹发展和安全、坚持因地制宜量力而行，并从用地政策、房屋使用全生命周期安全管理制度、投融资方式等方面强化支撑保障机制。</p><p>中信证券认为，《意见》在大力实施城市更新，促进城市结构优化、功能完善、文脉赓续、品质提升，提高居民生活质量等方面与历史文件一脉相承，且相比历史政策更聚焦存量优化。预计城市更新工作的持续开展将为产业链带来新的投资机会。</p><p>值得注意的是，《意见》并未将城市更新和大拆大建划上等号，而是反复强调“保护”，严禁以危险住房名义违法违规拆除改造历史文化街区、传统村落、文物和历史建筑；要保护传统风貌；做好历史文化风貌保护前期工作，不搞大拆大建等。因此中信证券认为，未来的城市更新工作，和历史上大规模的新城建设完全不同。存量街区和存量建筑的改造，新建一些小面积的单体建筑，整体提升街区风貌，是本轮城市更新的主要内容。在告别了大拆大建之后，存量建筑的功能用途改变将更为便利，这反过来十分有利于擅长运营提效的企业。</p><p>《意见》提到完善市场化投融资模式，吸引社会资本参与城市更新，推动符合条件的项目发行基础设施REITs和资产证券化产品。《意见》要求，推动土地混合开发利用和用途依法合理转换，盘活利用低效用地，优化零星用地集中改造、容积率转移或奖励政策。有利于一些深耕当地的发展商，获得一批规模小、位置好、用途多元的土地，考验企业的精品开发能力，也为企业的可持续发展提供了新的舞台。</p><p>中信证券认为，城市更新也给物业服务行业提供了新的发展机会。一些高楼龄项目的养护运维可能获得新的政策支持，一些老旧小区的配套设施可能借政策东风而得到优化。政策也非常有利于商管类公司的发展。</p><p>银河证券认为，城市更新八项任务基本涉及到了城市建设的方方面面，不仅仅是针对房地产建设，还包含了相关基础设施和功能服务建设。建设投资规模方面，主要还是城中村、老旧小区改造、地下管网改造三方面投资额较大。而年内具体能够带动多少投资规模，可以从资金端进行跟踪观测。此外，危房改造方面，提及加快拆除改造D级危险住房，虽然对此未有公开数据。但可从过往中央和地方预算中用于危房改造支出进行大致推算。过去支出规模较大时主要集中在2015-2019年棚改期间，最高合计支出536亿元/每年，此后开始逐步降低，截至2022年合计支出93亿元。在上一轮棚改后实际待拆D级危房数量较少，目前每年投资规模或在500亿元以下。</p><p>下一步，可以期待的增量政策或是政策性金融工具，例如通过PSL向政策性银行提供资金用于扩围基础设施基金，用作项目资本金。从信用传导路径来看，往往是财政、政策性金融、商业金融逐步扩围。因此，在当前存量政策基础上，如后续看到新增政策性工具出台及商业银行大规模参与，则投资规模预期相应提升。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b72c7a49848a200043090f96ed32f108","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177534053","content_text":"投资引擎正在启动！午间开盘，富时中国A50指数期货、MSCI中国A50互联互通指数期货均涨超1%。今天上午，住房城乡建设部副部长秦海翔就《关于持续推进城市更新行动的意见》进行了详细介绍。国家发展改革委固定资产投资司负责人赵成峰在国新办发布会上表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。金融监管总局统计与风险监测司司长廖媛媛也在国新办发布会上表示，将研究出台专门的城市更新项目贷款管理办法。中信证券认为，《意见》进一步证明了大拆大建不可取，城市核心区域的城市更新有机推进，机会可能远大于远郊区的新城建设。把握这些业务机会，就需要企业具备因地制宜打造精品的能力、深耕城市沟通规划的能力、改造升级运营提效的能力和出表资产推动REITs上市的能力。那么，就股市而言，机会又集中在哪里呢？利好来袭今天上午10时，国务院新闻办举行新闻发布会，住房城乡建设部、国家发展改革委、财政部、自然资源部、金融监管总局有关负责人将介绍推进城市更新行动有关情况，并回答记者提问。赵成峰表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。今年中央预算内投资专门设立城市更新的专项，支持城市更新相关的公益性基础设施和公共服务设施建设，在支持城镇老旧小区改造、城中村改造等项目的基础上，扩围支持城市危旧住房、老旧街区、老旧厂区转型提质等工程。目前国家发展改革委正在组织计划申报和项目评审等工作，将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。他还表示，在“两重”建设超长期特别国债的资金安排中，将继续对城市地下管网设施建设、改造项目给予支持。用好地方政府专项债券，继续支持符合条件的城市更新项目建设。充分发挥政府和社会资本合作（PPP）新机制，基础设施领域不动产投资信托基金（REITs）的作用。廖媛媛在会上表示，金融监管总局将指导金融机构深入理解城市更新行动的内在逻辑，准确把握新特点新要求，按照依法合规、风险可控、商业可持续的原则，积极为城市更新行动提供丰富多样、量身定制的金融产品和金融服务，满足不同主体、不同项目、不同阶段、不同环节的金融需求。秦海翔表示，将深入贯彻落实《意见》部署要求，推动基础设施建设改造任务落实落细。一是继续抓好“里子”工程，持续推进城市燃气、供水、污水、排水、供热等地下管网的升级改造，因地制宜建设地下综合管廊。二是持续提升城市的安全韧性，实施城市排水防涝提升工程，推进城镇燃气的安全整治，加快推进城市生命线安全工程建设，对城市市政设施进行实时监测、动态预警、有效处置，切实消除安全隐患。三是加快推进新型城市基础设施建设，运用信息化、数字化手段，提升基础设施的智慧化水平，加快完善基础设施建设运维的长效管理制度，探索城市建设运营投融资新模式，不断提升城市基础设施建设和管理服务水平。影响多大？此次发布会释放的信号其实是此前中共中央办公厅、国务院办公厅发布《关于持续推进城市更新行动意见》的延续。上述文件提出了2030年城市更新行动取得重要进展的目标，要求城市更新全过程坚持系统观念、发挥规划导向、统筹发展和安全、坚持因地制宜量力而行，并从用地政策、房屋使用全生命周期安全管理制度、投融资方式等方面强化支撑保障机制。中信证券认为，《意见》在大力实施城市更新，促进城市结构优化、功能完善、文脉赓续、品质提升，提高居民生活质量等方面与历史文件一脉相承，且相比历史政策更聚焦存量优化。预计城市更新工作的持续开展将为产业链带来新的投资机会。值得注意的是，《意见》并未将城市更新和大拆大建划上等号，而是反复强调“保护”，严禁以危险住房名义违法违规拆除改造历史文化街区、传统村落、文物和历史建筑；要保护传统风貌；做好历史文化风貌保护前期工作，不搞大拆大建等。因此中信证券认为，未来的城市更新工作，和历史上大规模的新城建设完全不同。存量街区和存量建筑的改造，新建一些小面积的单体建筑，整体提升街区风貌，是本轮城市更新的主要内容。在告别了大拆大建之后，存量建筑的功能用途改变将更为便利，这反过来十分有利于擅长运营提效的企业。《意见》提到完善市场化投融资模式，吸引社会资本参与城市更新，推动符合条件的项目发行基础设施REITs和资产证券化产品。《意见》要求，推动土地混合开发利用和用途依法合理转换，盘活利用低效用地，优化零星用地集中改造、容积率转移或奖励政策。有利于一些深耕当地的发展商，获得一批规模小、位置好、用途多元的土地，考验企业的精品开发能力，也为企业的可持续发展提供了新的舞台。中信证券认为，城市更新也给物业服务行业提供了新的发展机会。一些高楼龄项目的养护运维可能获得新的政策支持，一些老旧小区的配套设施可能借政策东风而得到优化。政策也非常有利于商管类公司的发展。银河证券认为，城市更新八项任务基本涉及到了城市建设的方方面面，不仅仅是针对房地产建设，还包含了相关基础设施和功能服务建设。建设投资规模方面，主要还是城中村、老旧小区改造、地下管网改造三方面投资额较大。而年内具体能够带动多少投资规模，可以从资金端进行跟踪观测。此外，危房改造方面，提及加快拆除改造D级危险住房，虽然对此未有公开数据。但可从过往中央和地方预算中用于危房改造支出进行大致推算。过去支出规模较大时主要集中在2015-2019年棚改期间，最高合计支出536亿元/每年，此后开始逐步降低，截至2022年合计支出93亿元。在上一轮棚改后实际待拆D级危房数量较少，目前每年投资规模或在500亿元以下。下一步，可以期待的增量政策或是政策性金融工具，例如通过PSL向政策性银行提供资金用于扩围基础设施基金，用作项目资本金。从信用传导路径来看，往往是财政、政策性金融、商业金融逐步扩围。因此，在当前存量政策基础上，如后续看到新增政策性工具出台及商业银行大规模参与，则投资规模预期相应提升。","news_type":1,"symbols_score_info":{"CNmain":1.1}},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434310450238216,"gmtCreate":1747066253053,"gmtModify":1747067414801,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"<a 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cms-style=\"font-L\">美国证券交易委员的最新文件显示，2<font cms-style=\"font-L\">当地时间2月7日，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>以每股46.8195美元的平均价格买入763017股<a href=\"https://laohu8.com/S/OXY\">西方石油</a>普通股股票，共计斥资约3570万美元，将其持股比例提高到约28.3%。</font></p><p cms-style=\"font-L\">此次增持后，巴菲特对西方石油的持股比例提升至28.3%附近，持股数量高达近2.65亿股，市值约127亿美元。</p><p cms-style=\"font-L \"><font cms-style=\"font-L\">伯克希尔上一次增持西方石油是在去年12月。</font><font cms-style=\"font-L\">2024年12月17日、18日、19日三个交易日，伯克希尔以每股均价约46美元的价格，共计斥资约3亿美元，购入西方石油普通股。此后，西方石油公司股价在19日创下3年来新低后，阶段性触底反弹，一度上涨到53.2美元/股，随后出现回落，目前公司股价继续徘徊在47美元/股附近，公司总市值在448.8亿美元。</font></p><p cms-style=\"font-L\">美国监管机构之前批准伯克希尔最多收购西方石油50%的股份，但巴菲特明确表示，无意“完全控制这家石油公司”。</p><p cms-style=\"font-L\">尽管持续增持，但比起巴菲特大幅度减持的苹果公司（去年以来股价持续飙升），西方石油股价则相对低迷。2023年跌幅为4%，2024年跌幅为近16%，2025年开年以来仍旧继续下跌。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">过去几年西方石油股价持续下跌，但巴菲特仍旧越跌越买，不断增仓。</font></p><p cms-style=\"font-L\">事实上，巴菲特在2020年以前就曾投资过西方石油，但最终以亏损割肉出局，后来才重新大手笔追回买入。</p><p cms-style=\"font-L\">2019年下半年巴菲特建仓西方石油，但2020年油价暴跌巴菲特只好割肉出局。股神卖出后，西方石油股价就迎来历史性暴涨。</p><p cms-style=\"font-L\">从2022年开始，巴菲特重新开始建仓西方石油。后面不断持续买入，伯克希尔也成为了西方石油第一大股东。最近一次加仓是在2024年12月份，时隔两个月后2025年2月继续加仓。</p><p cms-style=\"font-L\">不过经过割肉后重新买回的操作，巴菲特这笔投资目前并未贡献收益。</p><p cms-style=\"font-L\">市场预计，伯克希尔在西方石油的普通股持仓上的账面亏损已超20亿美元，约合人民币超150亿元。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特又出手了，加仓西方石油</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巴菲特又出手了，加仓西方石油\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-14 16:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/bxjj/2025-02-14/doc-inekmuie7363826.shtml><strong>港股那点事</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股神的持仓动向备受市场关注。去年以来，巴菲特大幅减持苹果、美国银行，手头现金罕见创出历史新高，引发了全球热议。沉寂了一段时间后，巴菲特又出手了！美国证券交易委员的最新文件显示，2当地时间2月7日，伯克希尔以每股46.8195美元的平均价格买入763017股西方石油普通股股票，共计斥资约3570万美元，将其持股比例提高到约28.3%。此次增持后，巴菲特对西方石油的持股比例提升至28.3%附近，持股...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-02-14/doc-inekmuie7363826.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4581":"高盛持仓","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0971096721.USD":"富达环球金融服务 A","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" 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ACC"},"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-02-14/doc-inekmuie7363826.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2511659991","content_text":"股神的持仓动向备受市场关注。去年以来，巴菲特大幅减持苹果、美国银行，手头现金罕见创出历史新高，引发了全球热议。沉寂了一段时间后，巴菲特又出手了！美国证券交易委员的最新文件显示，2当地时间2月7日，伯克希尔以每股46.8195美元的平均价格买入763017股西方石油普通股股票，共计斥资约3570万美元，将其持股比例提高到约28.3%。此次增持后，巴菲特对西方石油的持股比例提升至28.3%附近，持股数量高达近2.65亿股，市值约127亿美元。伯克希尔上一次增持西方石油是在去年12月。2024年12月17日、18日、19日三个交易日，伯克希尔以每股均价约46美元的价格，共计斥资约3亿美元，购入西方石油普通股。此后，西方石油公司股价在19日创下3年来新低后，阶段性触底反弹，一度上涨到53.2美元/股，随后出现回落，目前公司股价继续徘徊在47美元/股附近，公司总市值在448.8亿美元。美国监管机构之前批准伯克希尔最多收购西方石油50%的股份，但巴菲特明确表示，无意“完全控制这家石油公司”。尽管持续增持，但比起巴菲特大幅度减持的苹果公司（去年以来股价持续飙升），西方石油股价则相对低迷。2023年跌幅为4%，2024年跌幅为近16%，2025年开年以来仍旧继续下跌。过去几年西方石油股价持续下跌，但巴菲特仍旧越跌越买，不断增仓。事实上，巴菲特在2020年以前就曾投资过西方石油，但最终以亏损割肉出局，后来才重新大手笔追回买入。2019年下半年巴菲特建仓西方石油，但2020年油价暴跌巴菲特只好割肉出局。股神卖出后，西方石油股价就迎来历史性暴涨。从2022年开始，巴菲特重新开始建仓西方石油。后面不断持续买入，伯克希尔也成为了西方石油第一大股东。最近一次加仓是在2024年12月份，时隔两个月后2025年2月继续加仓。不过经过割肉后重新买回的操作，巴菲特这笔投资目前并未贡献收益。市场预计，伯克希尔在西方石油的普通股持仓上的账面亏损已超20亿美元，约合人民币超150亿元。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"BRK.A":1,"BRK.B":1,"OXY":1}},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403232040427880,"gmtCreate":1739463686115,"gmtModify":1739463688439,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"<a 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