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Chilli
05-12
定投党表示咋滴都行嘿嘿
机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市
Chilli
04-04
淡定本定
抱歉，原内容已删除
Chilli
2024-10-28
啊4A
比特币概念股走高，微软将于12月考虑是否投资比特币
Chilli
2021-02-24
香港越来越黄了
香港计划将股票交易印花税从0.1%上调至0.13%
去老虎APP查看更多动态
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10:02","market":"us","language":"zh","title":"机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=2534251609","media":"智通财经","summary":"尽管不确定性仍存，但伊曼纽尔指出，已实现波动率和投资者仓位等关键情绪指标显示市场已现投降式抛售。Evercore最新调查显示81%客户认为衰退已至或临近，这种极端悲观共识往往预示拐点。投资者需做好应对波动准备，尤其考虑到关税通胀压力、今夏美国预算之争及美联储的谨慎立场。伊曼纽尔强调政策受限且估值高企，本轮牛市将是马拉松而非短跑。","content":"<html><head></head><body><p>5月12日，金融服务公司<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI的策略师指出，最新市场反弹标志着2025年熊市的终结，但与以往不同，这轮牛市不会伴随剧烈上涨，而将呈现缓慢且波动前行的态势。</p><p>策略师朱利安·伊曼纽尔将近期市场动荡比作1998年长期资本管理公司危机时的恐慌。但当年美联储迅速行动推动市场快速创新高的情况如今难以复制——当前通胀顽固、美联储持观望态度，且关税政策冲击仍在经济中发酵。</p><p>伊曼纽尔写道，“特朗普4月9日暂缓加征关税的决定引发抢购潮，终结了这轮-21.3%的周期性熊市。”但他认为复苏将是渐进"过程"，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数创新高可能推迟至2026年。</p><p>Evercore ISI团队维持标普500年终5600点的目标，前提是最终关税税率维持在15%-17%，虽低于特朗普最初80%的提议，但仍接近1930年《斯姆特-霍利关税法》的臭名昭著水平。</p><p>投资策略方面，伊曼纽尔警告估值仍处高位，标普500市盈率22倍虽从近期25倍峰值回落，但历史来看依然偏高。</p><p>他建议采取战术配置：买入通信服务、非必需消费品和科技板块的优质滞涨股，减持缺乏盈利修正或股票回购支撑的高动量明星股(见下文“反重力股”清单)。</p><p>团队还推荐采用9月到期SPY期权领口策略(615C/530P/480P)对冲风险，并建议新资金分批入场。该策略通过卖出行权价615的认购期权、买入530认沽期权同时卖出480认沽期权构成，将下跌风险锁定在480-530区间，上方收益封顶于615。非衍生品投资者可逢高减持锁定收益，等待更好买点。</p><p>尽管不确定性仍存，但伊曼纽尔指出，已实现波动率和投资者仓位等关键情绪指标显示市场已现投降式抛售。Evercore最新调查显示81%客户认为衰退已至或临近，这种极端悲观共识往往预示拐点。</p><p>简言之：风暴虽过，前路漫漫。投资者需做好应对波动准备，尤其考虑到关税通胀压力、今夏美国预算之争及美联储的谨慎立场。伊曼纽尔强调政策受限且估值高企，本轮牛市将是马拉松而非短跑。</p><p>Evercore ISI“反重力股”清单(高动量/低回购/情绪脆弱，建议逢高减持)：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>、Realty Income、<a href=\"https://laohu8.com/S/CMS\">CMS能源</a>公司(CMS.US)、Ryan Specialty Holdings, Inc. A 类、太阳社区公司(SUI.US)、<a href=\"https://laohu8.com/S/AUR\">Aurora Innovation</a>, Inc. A 类、JM Smucker 公司、Houlihan Lokey, Inc. A 级 (HLI.US)、美国金融集团(AFG.US)、<a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a>、金塞尔资本集团、爱玛客、汉密尔顿巷股份有限公司 A 类、NNN房地产投资信托公司、IDACORP公司、Kratos 防御与安全解决方案公司。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市</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机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-12 10:02 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1291776.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月12日，金融服务公司Evercore ISI的策略师指出，最新市场反弹标志着2025年熊市的终结，但与以往不同，这轮牛市不会伴随剧烈上涨，而将呈现缓慢且波动前行的态势。策略师朱利安·伊曼纽尔将近期市场动荡比作1998年长期资本管理公司危机时的恐慌。但当年美联储迅速行动推动市场快速创新高的情况如今难以复制——当前通胀顽固、美联储持观望态度，且关税政策冲击仍在经济中发酵。伊曼纽尔写道，“特朗普4月...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1291776.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/1291776.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2534251609","content_text":"5月12日，金融服务公司Evercore ISI的策略师指出，最新市场反弹标志着2025年熊市的终结，但与以往不同，这轮牛市不会伴随剧烈上涨，而将呈现缓慢且波动前行的态势。策略师朱利安·伊曼纽尔将近期市场动荡比作1998年长期资本管理公司危机时的恐慌。但当年美联储迅速行动推动市场快速创新高的情况如今难以复制——当前通胀顽固、美联储持观望态度，且关税政策冲击仍在经济中发酵。伊曼纽尔写道，“特朗普4月9日暂缓加征关税的决定引发抢购潮，终结了这轮-21.3%的周期性熊市。”但他认为复苏将是渐进\"过程\"，标普500指数创新高可能推迟至2026年。Evercore ISI团队维持标普500年终5600点的目标，前提是最终关税税率维持在15%-17%，虽低于特朗普最初80%的提议，但仍接近1930年《斯姆特-霍利关税法》的臭名昭著水平。投资策略方面，伊曼纽尔警告估值仍处高位，标普500市盈率22倍虽从近期25倍峰值回落，但历史来看依然偏高。他建议采取战术配置：买入通信服务、非必需消费品和科技板块的优质滞涨股，减持缺乏盈利修正或股票回购支撑的高动量明星股(见下文“反重力股”清单)。团队还推荐采用9月到期SPY期权领口策略(615C/530P/480P)对冲风险，并建议新资金分批入场。该策略通过卖出行权价615的认购期权、买入530认沽期权同时卖出480认沽期权构成，将下跌风险锁定在480-530区间，上方收益封顶于615。非衍生品投资者可逢高减持锁定收益，等待更好买点。尽管不确定性仍存，但伊曼纽尔指出，已实现波动率和投资者仓位等关键情绪指标显示市场已现投降式抛售。Evercore最新调查显示81%客户认为衰退已至或临近，这种极端悲观共识往往预示拐点。简言之：风暴虽过，前路漫漫。投资者需做好应对波动准备，尤其考虑到关税通胀压力、今夏美国预算之争及美联储的谨慎立场。伊曼纽尔强调政策受限且估值高企，本轮牛市将是马拉松而非短跑。Evercore ISI“反重力股”清单(高动量/低回购/情绪脆弱，建议逢高减持)：特斯拉、波音、Realty Income、CMS能源公司(CMS.US)、Ryan Specialty Holdings, Inc. 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防御与安全解决方案公司。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420865853202728,"gmtCreate":1743781556386,"gmtModify":1743781558440,"author":{"id":"3494861287495143","authorId":"3494861287495143","name":"Chilli","avatar":"https://static.tigerbbs.com/c8fe1c5237be496848adb8826797829d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494861287495143","authorIdStr":"3494861287495143"},"themes":[],"htmlText":"淡定本定","listText":"淡定本定","text":"淡定本定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420865853202728","repostId":"1146809289","repostType":2,"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364889934876744,"gmtCreate":1730127998146,"gmtModify":1730129659940,"author":{"id":"3494861287495143","authorId":"3494861287495143","name":"Chilli","avatar":"https://static.tigerbbs.com/c8fe1c5237be496848adb8826797829d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494861287495143","authorIdStr":"3494861287495143"},"themes":[],"htmlText":"啊4A","listText":"啊4A","text":"啊4A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364889934876744","repostId":"1184062675","repostType":2,"repost":{"id":"1184062675","kind":"news","pubTimestamp":1730127657,"share":"https://www.laohu8.com/m/news/1184062675?lang=&edition=full","pubTime":"2024-10-28 23:00","market":"us","language":"zh","title":"比特币概念股走高，微软将于12月考虑是否投资比特币","url":"https://stock-news.laohu8.com/highlight/detail?id=1184062675","media":"智通财经网","summary":"“比特币是极好的对抗通货膨胀的工具”。","content":"<html><head></head><body><p>周一，比特币概念股走高，截至发稿，Marathon Digital涨7%，MicroStrategy涨5.65%，Bit Digital、Coinbase涨超4%。美国证券交易委员会(SEC)披露的一份最新文件显示，市值超3万亿美元的科技巨头微软正在考虑入局比特币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb195e03976a54e1b4c790e2aad1d0e2\" data-align=\"center\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: justify\">10月26日，据报道，微软计划在12月的年度会议上就“评估投资比特币”的提案进行投票。这一提案由与“2025计划”有关的保守派智库国家公共政策研究中心提出，理由为“比特币是极好的对抗通货膨胀的工具”。包括Vanguard、BlackRock和State Street在内的股东将有资格在12月对这一提案进行投票。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币概念股走高，微软将于12月考虑是否投资比特币</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; 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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比特币概念股走高，微软将于12月考虑是否投资比特币\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-28 23:00 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1201849.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，比特币概念股走高，截至发稿，Marathon Digital涨7%，MicroStrategy涨5.65%，Bit Digital、Coinbase涨超4%。美国证券交易委员会(SEC)披露的一份最新文件显示，市值超3万亿美元的科技巨头微软正在考虑入局比特币。10月26日，据报道，微软计划在12月的年度会议上就“评估投资比特币”的提案进行投票。这一提案由与“2025计划”有关的保守派智库国家...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1201849.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9712b6f035d7a01dae3855140d621802","relate_stocks":{"MSTR":"Strategy","COIN":"Coinbase Global, Inc.","MARA":"MARA Holdings"},"source_url":"https://www.zhitongcaijing.com/content/detail/1201849.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184062675","content_text":"周一，比特币概念股走高，截至发稿，Marathon Digital涨7%，MicroStrategy涨5.65%，Bit Digital、Coinbase涨超4%。美国证券交易委员会(SEC)披露的一份最新文件显示，市值超3万亿美元的科技巨头微软正在考虑入局比特币。10月26日，据报道，微软计划在12月的年度会议上就“评估投资比特币”的提案进行投票。这一提案由与“2025计划”有关的保守派智库国家公共政策研究中心提出，理由为“比特币是极好的对抗通货膨胀的工具”。包括Vanguard、BlackRock和State Street在内的股东将有资格在12月对这一提案进行投票。","news_type":1,"symbols_score_info":{"COIN":1.1,"MARA":1.1,"MSTR":1.1}},"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363271670,"gmtCreate":1614147160690,"gmtModify":1614147160690,"author":{"id":"3494861287495143","authorId":"3494861287495143","name":"Chilli","avatar":"https://static.tigerbbs.com/c8fe1c5237be496848adb8826797829d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494861287495143","authorIdStr":"3494861287495143"},"themes":[],"htmlText":"香港越来越黄了","listText":"香港越来越黄了","text":"香港越来越黄了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363271670","repostId":"1181116380","repostType":2,"repost":{"id":"1181116380","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":1614141715,"share":"https://www.laohu8.com/m/news/1181116380?lang=&edition=full","pubTime":"2021-02-24 12:41","market":"hk","language":"zh","title":"香港计划将股票交易印花税从0.1%上调至0.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181116380","media":"老虎资讯综合","summary":"周三午后开盘，受香港计划提高股票交易印花税消息的影响，港股市场全线下挫，南向资金午后净卖出达100亿元！$香港交易所$股价直线下挫，一度跌超12%，为2015年来最大跌幅！同时，恒生指数跌2.7%，恒生科技指数跌超5%。消息面上，香港特区政府财政司司长陈茂波宣布：香港计划将股票交易印花税由目前的0.1%提高至0.13%。从全球来看，香港是仍对股票交易征税的少数主要市场之一。","content":"<p>周三午后开盘，受香港计划提高股票交易印花税消息的影响，港股市场全线下挫，<b>南向资金午后净卖出达100亿元！</b></p><p><img src=\"https://static.tigerbbs.com/889e6d95357d7d8d524e8cba6bb8ec22\" tg-width=\"353\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/00388\">香港交易所</a>股价直线下挫，一度跌超12%，<b>为2015年来最大跌幅！</b></p><p><img src=\"https://static.tigerbbs.com/30e9b87e00e34cb5f8176432829456fa\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>同时，恒生指数跌2.7%，恒生科技指数跌超5%。恒生科技指数成分股齐挫，<a href=\"https://laohu8.com/S/02013\">微盟集团</a>跌超9%，<a href=\"https://laohu8.com/S/03888\">金山软件</a>跌超10%，<a href=\"https://laohu8.com/S/01024\">快手</a>、<a href=\"https://laohu8.com/S/02400\">心动公司</a>跌超8%。</p><p><img src=\"https://static.tigerbbs.com/bed475e4bf45f9028e898c0a780e0d1c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>消息面上，香港特区政府财政司司长陈茂波宣布：香港计划将股票交易印花税由目前的0.1%提高至0.13%。</b></p><p>陈茂波表示：我们充分考虑对证券市场和国际竞争力的影响后，决定提交法案调整股票印花税税率，由现时买卖双方按交易金额各付百分之零点一，提高至百分之零点一三。政府将继续全力推行各项发展证券市场的措施，将香港的金融业发展至更高的台阶。</p><p>受当前的经济环境及疫情影响，企业和市民普遍仍面对相当的财政压力。我认为目前不适宜调整作为政府主要收入来源的利得税及薪俸税税率。不过，政府会持续审视，在适当时作出调整。</p><p>2020／21年度，政府收入的修订预算为五千四百三十五亿元，较原来预算低百分之五点一，即二百九十亿元，主因是地价的收入较预期少。印花税收入预算为九百二十亿元，较上年度修订预算上升百分之十六点五。</p><p><b>相关背景</b></p><p>早在2017年10月份，港交所有过调整股票交易印花税的传闻，不过当时传港交所要求政府降低甚至取消印花税，以促进股票交易，加强活跃程度。</p><p>从全球来看，香港是仍对股票交易征税的少数主要市场之一。</p><p>美国早在1966年时便停止征收证券交易印花税，德国的该税种也在1991年时停止征收，日本在1999年4月1日取消了包括印花税在内的所有流通票据转让税和交易税，2000年6月30日，新加坡取消股票印花税。</p>","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>香港计划将股票交易印花税从0.1%上调至0.13%</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; 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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香港计划将股票交易印花税从0.1%上调至0.13%\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\">2021-02-24 12:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三午后开盘，受香港计划提高股票交易印花税消息的影响，港股市场全线下挫，<b>南向资金午后净卖出达100亿元！</b></p><p><img src=\"https://static.tigerbbs.com/889e6d95357d7d8d524e8cba6bb8ec22\" tg-width=\"353\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/00388\">香港交易所</a>股价直线下挫，一度跌超12%，<b>为2015年来最大跌幅！</b></p><p><img src=\"https://static.tigerbbs.com/30e9b87e00e34cb5f8176432829456fa\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>同时，恒生指数跌2.7%，恒生科技指数跌超5%。恒生科技指数成分股齐挫，<a href=\"https://laohu8.com/S/02013\">微盟集团</a>跌超9%，<a href=\"https://laohu8.com/S/03888\">金山软件</a>跌超10%，<a href=\"https://laohu8.com/S/01024\">快手</a>、<a href=\"https://laohu8.com/S/02400\">心动公司</a>跌超8%。</p><p><img src=\"https://static.tigerbbs.com/bed475e4bf45f9028e898c0a780e0d1c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>消息面上，香港特区政府财政司司长陈茂波宣布：香港计划将股票交易印花税由目前的0.1%提高至0.13%。</b></p><p>陈茂波表示：我们充分考虑对证券市场和国际竞争力的影响后，决定提交法案调整股票印花税税率，由现时买卖双方按交易金额各付百分之零点一，提高至百分之零点一三。政府将继续全力推行各项发展证券市场的措施，将香港的金融业发展至更高的台阶。</p><p>受当前的经济环境及疫情影响，企业和市民普遍仍面对相当的财政压力。我认为目前不适宜调整作为政府主要收入来源的利得税及薪俸税税率。不过，政府会持续审视，在适当时作出调整。</p><p>2020／21年度，政府收入的修订预算为五千四百三十五亿元，较原来预算低百分之五点一，即二百九十亿元，主因是地价的收入较预期少。印花税收入预算为九百二十亿元，较上年度修订预算上升百分之十六点五。</p><p><b>相关背景</b></p><p>早在2017年10月份，港交所有过调整股票交易印花税的传闻，不过当时传港交所要求政府降低甚至取消印花税，以促进股票交易，加强活跃程度。</p><p>从全球来看，香港是仍对股票交易征税的少数主要市场之一。</p><p>美国早在1966年时便停止征收证券交易印花税，德国的该税种也在1991年时停止征收，日本在1999年4月1日取消了包括印花税在内的所有流通票据转让税和交易税，2000年6月30日，新加坡取消股票印花税。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f617bff86cb832841f26dc2719218046","relate_stocks":{"00388":"香港交易所","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181116380","content_text":"周三午后开盘，受香港计划提高股票交易印花税消息的影响，港股市场全线下挫，南向资金午后净卖出达100亿元！香港交易所股价直线下挫，一度跌超12%，为2015年来最大跌幅！同时，恒生指数跌2.7%，恒生科技指数跌超5%。恒生科技指数成分股齐挫，微盟集团跌超9%，金山软件跌超10%，快手、心动公司跌超8%。消息面上，香港特区政府财政司司长陈茂波宣布：香港计划将股票交易印花税由目前的0.1%提高至0.13%。陈茂波表示：我们充分考虑对证券市场和国际竞争力的影响后，决定提交法案调整股票印花税税率，由现时买卖双方按交易金额各付百分之零点一，提高至百分之零点一三。政府将继续全力推行各项发展证券市场的措施，将香港的金融业发展至更高的台阶。受当前的经济环境及疫情影响，企业和市民普遍仍面对相当的财政压力。我认为目前不适宜调整作为政府主要收入来源的利得税及薪俸税税率。不过，政府会持续审视，在适当时作出调整。2020／21年度，政府收入的修订预算为五千四百三十五亿元，较原来预算低百分之五点一，即二百九十亿元，主因是地价的收入较预期少。印花税收入预算为九百二十亿元，较上年度修订预算上升百分之十六点五。相关背景早在2017年10月份，港交所有过调整股票交易印花税的传闻，不过当时传港交所要求政府降低甚至取消印花税，以促进股票交易，加强活跃程度。从全球来看，香港是仍对股票交易征税的少数主要市场之一。美国早在1966年时便停止征收证券交易印花税，德国的该税种也在1991年时停止征收，日本在1999年4月1日取消了包括印花税在内的所有流通票据转让税和交易税，2000年6月30日，新加坡取消股票印花税。","news_type":1,"symbols_score_info":{"00388":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":2358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":420865853202728,"gmtCreate":1743781556386,"gmtModify":1743781558440,"author":{"id":"3494861287495143","authorId":"3494861287495143","name":"Chilli","avatar":"https://static.tigerbbs.com/c8fe1c5237be496848adb8826797829d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494861287495143","authorIdStr":"3494861287495143"},"themes":[],"htmlText":"淡定本定","listText":"淡定本定","text":"淡定本定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420865853202728","repostId":"1146809289","repostType":2,"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434143139062328,"gmtCreate":1747026141521,"gmtModify":1747026204404,"author":{"id":"3494861287495143","authorId":"3494861287495143","name":"Chilli","avatar":"https://static.tigerbbs.com/c8fe1c5237be496848adb8826797829d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494861287495143","authorIdStr":"3494861287495143"},"themes":[],"htmlText":"定投党表示咋滴都行嘿嘿","listText":"定投党表示咋滴都行嘿嘿","text":"定投党表示咋滴都行嘿嘿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434143139062328","repostId":"2534251609","repostType":2,"repost":{"id":"2534251609","kind":"news","pubTimestamp":1747015371,"share":"https://www.laohu8.com/m/news/2534251609?lang=&edition=full","pubTime":"2025-05-12 10:02","market":"us","language":"zh","title":"机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=2534251609","media":"智通财经","summary":"尽管不确定性仍存，但伊曼纽尔指出，已实现波动率和投资者仓位等关键情绪指标显示市场已现投降式抛售。Evercore最新调查显示81%客户认为衰退已至或临近，这种极端悲观共识往往预示拐点。投资者需做好应对波动准备，尤其考虑到关税通胀压力、今夏美国预算之争及美联储的谨慎立场。伊曼纽尔强调政策受限且估值高企，本轮牛市将是马拉松而非短跑。","content":"<html><head></head><body><p>5月12日，金融服务公司<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI的策略师指出，最新市场反弹标志着2025年熊市的终结，但与以往不同，这轮牛市不会伴随剧烈上涨，而将呈现缓慢且波动前行的态势。</p><p>策略师朱利安·伊曼纽尔将近期市场动荡比作1998年长期资本管理公司危机时的恐慌。但当年美联储迅速行动推动市场快速创新高的情况如今难以复制——当前通胀顽固、美联储持观望态度，且关税政策冲击仍在经济中发酵。</p><p>伊曼纽尔写道，“特朗普4月9日暂缓加征关税的决定引发抢购潮，终结了这轮-21.3%的周期性熊市。”但他认为复苏将是渐进"过程"，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数创新高可能推迟至2026年。</p><p>Evercore ISI团队维持标普500年终5600点的目标，前提是最终关税税率维持在15%-17%，虽低于特朗普最初80%的提议，但仍接近1930年《斯姆特-霍利关税法》的臭名昭著水平。</p><p>投资策略方面，伊曼纽尔警告估值仍处高位，标普500市盈率22倍虽从近期25倍峰值回落，但历史来看依然偏高。</p><p>他建议采取战术配置：买入通信服务、非必需消费品和科技板块的优质滞涨股，减持缺乏盈利修正或股票回购支撑的高动量明星股(见下文“反重力股”清单)。</p><p>团队还推荐采用9月到期SPY期权领口策略(615C/530P/480P)对冲风险，并建议新资金分批入场。该策略通过卖出行权价615的认购期权、买入530认沽期权同时卖出480认沽期权构成，将下跌风险锁定在480-530区间，上方收益封顶于615。非衍生品投资者可逢高减持锁定收益，等待更好买点。</p><p>尽管不确定性仍存，但伊曼纽尔指出，已实现波动率和投资者仓位等关键情绪指标显示市场已现投降式抛售。Evercore最新调查显示81%客户认为衰退已至或临近，这种极端悲观共识往往预示拐点。</p><p>简言之：风暴虽过，前路漫漫。投资者需做好应对波动准备，尤其考虑到关税通胀压力、今夏美国预算之争及美联储的谨慎立场。伊曼纽尔强调政策受限且估值高企，本轮牛市将是马拉松而非短跑。</p><p>Evercore ISI“反重力股”清单(高动量/低回购/情绪脆弱，建议逢高减持)：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>、Realty Income、<a href=\"https://laohu8.com/S/CMS\">CMS能源</a>公司(CMS.US)、Ryan Specialty Holdings, Inc. A 类、太阳社区公司(SUI.US)、<a href=\"https://laohu8.com/S/AUR\">Aurora Innovation</a>, Inc. A 类、JM Smucker 公司、Houlihan Lokey, Inc. A 级 (HLI.US)、美国金融集团(AFG.US)、<a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a>、金塞尔资本集团、爱玛客、汉密尔顿巷股份有限公司 A 类、NNN房地产投资信托公司、IDACORP公司、Kratos 防御与安全解决方案公司。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市</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机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-12 10:02 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1291776.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月12日，金融服务公司Evercore ISI的策略师指出，最新市场反弹标志着2025年熊市的终结，但与以往不同，这轮牛市不会伴随剧烈上涨，而将呈现缓慢且波动前行的态势。策略师朱利安·伊曼纽尔将近期市场动荡比作1998年长期资本管理公司危机时的恐慌。但当年美联储迅速行动推动市场快速创新高的情况如今难以复制——当前通胀顽固、美联储持观望态度，且关税政策冲击仍在经济中发酵。伊曼纽尔写道，“特朗普4月...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1291776.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/1291776.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2534251609","content_text":"5月12日，金融服务公司Evercore ISI的策略师指出，最新市场反弹标志着2025年熊市的终结，但与以往不同，这轮牛市不会伴随剧烈上涨，而将呈现缓慢且波动前行的态势。策略师朱利安·伊曼纽尔将近期市场动荡比作1998年长期资本管理公司危机时的恐慌。但当年美联储迅速行动推动市场快速创新高的情况如今难以复制——当前通胀顽固、美联储持观望态度，且关税政策冲击仍在经济中发酵。伊曼纽尔写道，“特朗普4月9日暂缓加征关税的决定引发抢购潮，终结了这轮-21.3%的周期性熊市。”但他认为复苏将是渐进\"过程\"，标普500指数创新高可能推迟至2026年。Evercore ISI团队维持标普500年终5600点的目标，前提是最终关税税率维持在15%-17%，虽低于特朗普最初80%的提议，但仍接近1930年《斯姆特-霍利关税法》的臭名昭著水平。投资策略方面，伊曼纽尔警告估值仍处高位，标普500市盈率22倍虽从近期25倍峰值回落，但历史来看依然偏高。他建议采取战术配置：买入通信服务、非必需消费品和科技板块的优质滞涨股，减持缺乏盈利修正或股票回购支撑的高动量明星股(见下文“反重力股”清单)。团队还推荐采用9月到期SPY期权领口策略(615C/530P/480P)对冲风险，并建议新资金分批入场。该策略通过卖出行权价615的认购期权、买入530认沽期权同时卖出480认沽期权构成，将下跌风险锁定在480-530区间，上方收益封顶于615。非衍生品投资者可逢高减持锁定收益，等待更好买点。尽管不确定性仍存，但伊曼纽尔指出，已实现波动率和投资者仓位等关键情绪指标显示市场已现投降式抛售。Evercore最新调查显示81%客户认为衰退已至或临近，这种极端悲观共识往往预示拐点。简言之：风暴虽过，前路漫漫。投资者需做好应对波动准备，尤其考虑到关税通胀压力、今夏美国预算之争及美联储的谨慎立场。伊曼纽尔强调政策受限且估值高企，本轮牛市将是马拉松而非短跑。Evercore ISI“反重力股”清单(高动量/低回购/情绪脆弱，建议逢高减持)：特斯拉、波音、Realty Income、CMS能源公司(CMS.US)、Ryan Specialty Holdings, Inc. A 类、太阳社区公司(SUI.US)、Aurora Innovation, Inc. A 类、JM Smucker 公司、Houlihan Lokey, Inc. A 级 (HLI.US)、美国金融集团(AFG.US)、Rocket Lab USA, Inc.、金塞尔资本集团、爱玛客、汉密尔顿巷股份有限公司 A 类、NNN房地产投资信托公司、IDACORP公司、Kratos 防御与安全解决方案公司。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364889934876744,"gmtCreate":1730127998146,"gmtModify":1730129659940,"author":{"id":"3494861287495143","authorId":"3494861287495143","name":"Chilli","avatar":"https://static.tigerbbs.com/c8fe1c5237be496848adb8826797829d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494861287495143","authorIdStr":"3494861287495143"},"themes":[],"htmlText":"啊4A","listText":"啊4A","text":"啊4A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364889934876744","repostId":"1184062675","repostType":2,"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
