dwh790101的个人主页 - 老虎社区

dwh790101

dwh790101

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2021-11-19

可以啊！

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2021-10-29

厉害了

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2021-10-24

好像也没可靠的替代品！

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2021-10-20

牛了

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2021-10-11

惨

*高盛：美团(03690.HK)罚款「落地」去除不明朗因素料第三季业绩巩固

2021-09-23

王者归来

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2021-08-14

[财迷]

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2021-08-14

有点扯

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2021-08-14

靠，扯淡!

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2021-08-11

okk

参议院：有足够票数批准5500亿美元跨党派基建立法草案

2021-08-06

niu

高盛最新报告：13张图，看清最近的市场形势

2021-08-03

真的假的?

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2021-07-24

这是要退市的节奏吗？

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2021-07-23

[微笑]

How to invest as the Delta variant takes hold

2021-07-21

疫情何时休?

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2021-07-20

标题党，鄙视!

美军新航母又被“炸”了一次，现场升起巨大水柱

2021-07-17

期待

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2021-07-14

都是大牛

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2021-07-11

好！

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2021-07-06

好赚

在游戏领域买个不停？腾讯上半年平均每周就投一家

去老虎APP查看更多动态

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23:34","market":"us","language":"zh","title":"参议院：有足够票数批准5500亿美元跨党派基建立法草案","url":"https://stock-news.laohu8.com/highlight/detail?id=2158470896","media":"华尔街见闻","summary":"美国国会参议院已经有足够票数批准5500亿美元跨党派基建立法草案，投票仍在继续。","content":"<p><span style=\"text-align:justify;\">美国国会参议院已经有足够票数批准5500亿美元跨党派基建立法草案，投票仍在继续。</span></p>","source":"highlight_wallstreetcn","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>参议院：有足够票数批准5500亿美元跨党派基建立法草案</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参议院：有足够票数批准5500亿美元跨党派基建立法草案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 23:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/live/a-stock><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国国会参议院已经有足够票数批准5500亿美元跨党派基建立法草案，投票仍在继续。</p>\n\n<a href=\"https://wallstreetcn.com/live/a-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/live/a-stock","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2158470896","content_text":"美国国会参议院已经有足够票数批准5500亿美元跨党派基建立法草案，投票仍在继续。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899628012,"gmtCreate":1628179838136,"gmtModify":1631883649025,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"niu","listText":"niu","text":"niu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899628012","repostId":"1157551750","repostType":2,"repost":{"id":"1157551750","kind":"news","pubTimestamp":1628177811,"share":"https://www.laohu8.com/m/news/1157551750?lang=&edition=full","pubTime":"2021-08-05 23:36","market":"us","language":"zh","title":"高盛最新报告：13张图，看清最近的市场形势","url":"https://stock-news.laohu8.com/highlight/detail?id=1157551750","media":"华尔街见闻","summary":"本周将是夏季剩余时间里的流动性高峰；股市的收益率正在向好……","content":"<p>作者：于旭东</p>\n<p>在最新的一份报告中，<a href=\"https://laohu8.com/S/GS\">高盛</a>交易员Scott Rubner、Matthew Fleury、Matthieu Martal、Kavita Vaja和Jonas Bovbjerg用13张图总结了8月及过去的市场。</p>\n<p>1、目前流动性充裕</p>\n<p>高盛认为，本周将是夏季剩余时间里的流动性高峰，在未来一周，流动性将进入繁忙的一周。</p>\n<p><img src=\"https://static.tigerbbs.com/880861172ccda951f035a472f7c005ed\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>2、股票的收益率正在向好</p>\n<p>高盛表示，目前SPX（标普500指数）和NDX（纳斯达克指数）与30年收益率的负相关再次转为正相关，这意味着股市的收益率正在向好。</p>\n<p><img src=\"https://static.tigerbbs.com/3a540a0743e9a23a96f8beafc4fff7eb\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>3、中概股再次分化</p>\n<p>高盛表示，中概股的走势再度分化：MSCI中国除互联网外的每股盈利年初至今增长5%，而中国互联网每股盈利年初至今下降22%。</p>\n<p><img src=\"https://static.tigerbbs.com/91b30abbf71994074119b1beb495c6e5\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>4、在过去5年中，美国和欧洲市场的隐含分散水平一直在升高</p>\n<p><img src=\"https://static.tigerbbs.com/6b72aeb35466d17504a5405a0bfed2bb\" tg-width=\"500\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p>\n<p>5、由于股指一直在抬升，因此分散表现一直很稳定</p>\n<p><img src=\"https://static.tigerbbs.com/c7080126e3fc55e4fe89d3da0618d899\" tg-width=\"500\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p>\n<p>6、由于此前市场波动率曾峰值，因此疫情期间的分散其实一直是防御属性</p>\n<p><img src=\"https://static.tigerbbs.com/c661876c062e2f07e1d93bf5446775d1\" tg-width=\"500\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p>\n<p>7、指数隐含波动率大幅拉低了指数疫情前后的低位</p>\n<p><img src=\"https://static.tigerbbs.com/42a018affb9b1e72964b75c3e594f27b\" tg-width=\"500\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p>8、近年来指数隐含波动率下降的部分原因是指数隐含相关性水平急剧下降，以及欧洲股市对上行看涨期权的需求下降</p>\n<p>市场隐含的平均单只股票相关性数据表明，虽然指数隐含波动率自2015年以来下降，并在疫情之后再次下降，推动隐含分散水平升高，但这与同期隐含相关性水平急剧下降相吻合。</p>\n<p><img src=\"https://static.tigerbbs.com/8c1d87e3b1e4b9d79e5d7dfcd2f90d42\" tg-width=\"500\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p>\n<p>9、SX5E（欧洲斯托克50指数）中t与t-1的回报率相关性极低</p>\n<p><img src=\"https://static.tigerbbs.com/af84b6b55759c333bfa86662821e87ec\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>10、2020年以后，价差交易处于历史低位</p>\n<p><img src=\"https://static.tigerbbs.com/696c3dc2ca2b98fc30fd17871f9f1bd3\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>11、目前SX5E-SPX的价差显着上升</p>\n<p><img src=\"https://static.tigerbbs.com/327b9f40bb004f0ec9911d0bcab037b6\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>12、大盘与动量与欧盟周期性/防御性之间已实现相关性</p>\n<p><img src=\"https://static.tigerbbs.com/769d2e8bfbdd51389a15828d71dd1d71\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>13. VOW3的期限结构在过去一年中大幅趋于平缓</p>\n<p><img src=\"https://static.tigerbbs.com/55de07d0c110be49ba2310e4e387c513\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_wallstreetcn","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>高盛最新报告：13张图，看清最近的市场形势</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高盛最新报告：13张图，看清最近的市场形势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 23:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3637261><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：于旭东\n在最新的一份报告中，高盛交易员Scott Rubner、Matthew Fleury、Matthieu Martal、Kavita Vaja和Jonas Bovbjerg用13张图总结了8月及过去的市场。\n1、目前流动性充裕\n高盛认为，本周将是夏季剩余时间里的流动性高峰，在未来一周，流动性将进入繁忙的一周。\n\n2、股票的收益率正在向好\n高盛表示，目前SPX（标普500指数）和NDX（...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637261\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf9ac23bac84c629134c18540a11264a","relate_stocks":{"GS":"高盛",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3637261","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1157551750","content_text":"作者：于旭东\n在最新的一份报告中，高盛交易员Scott Rubner、Matthew Fleury、Matthieu Martal、Kavita Vaja和Jonas Bovbjerg用13张图总结了8月及过去的市场。\n1、目前流动性充裕\n高盛认为，本周将是夏季剩余时间里的流动性高峰，在未来一周，流动性将进入繁忙的一周。\n\n2、股票的收益率正在向好\n高盛表示，目前SPX（标普500指数）和NDX（纳斯达克指数）与30年收益率的负相关再次转为正相关，这意味着股市的收益率正在向好。\n\n3、中概股再次分化\n高盛表示，中概股的走势再度分化：MSCI中国除互联网外的每股盈利年初至今增长5%，而中国互联网每股盈利年初至今下降22%。\n\n4、在过去5年中，美国和欧洲市场的隐含分散水平一直在升高\n\n5、由于股指一直在抬升，因此分散表现一直很稳定\n\n6、由于此前市场波动率曾峰值，因此疫情期间的分散其实一直是防御属性\n\n7、指数隐含波动率大幅拉低了指数疫情前后的低位\n\n8、近年来指数隐含波动率下降的部分原因是指数隐含相关性水平急剧下降，以及欧洲股市对上行看涨期权的需求下降\n市场隐含的平均单只股票相关性数据表明，虽然指数隐含波动率自2015年以来下降，并在疫情之后再次下降，推动隐含分散水平升高，但这与同期隐含相关性水平急剧下降相吻合。\n\n9、SX5E（欧洲斯托克50指数）中t与t-1的回报率相关性极低\n\n10、2020年以后，价差交易处于历史低位\n\n11、目前SX5E-SPX的价差显着上升\n\n12、大盘与动量与欧盟周期性/防御性之间已实现相关性\n\n13. VOW3的期限结构在过去一年中大幅趋于平缓","news_type":1},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804411585,"gmtCreate":1627971285747,"gmtModify":1631883649034,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"真的假的?","listText":"真的假的?","text":"真的假的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804411585","repostId":"2156464461","repostType":2,"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174490921,"gmtCreate":1627120071863,"gmtModify":1631883649049,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"这是要退市的节奏吗？","listText":"这是要退市的节奏吗？","text":"这是要退市的节奏吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174490921","repostId":"2153352049","repostType":2,"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172773041,"gmtCreate":1626996793683,"gmtModify":1631883649075,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172773041","repostId":"1154266565","repostType":2,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://www.laohu8.com/m/news/1154266565?lang=&edition=full","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p>\n<p>But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p>\n<p>Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p>\n<p>If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p>\n<p>\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p>\n<p>\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p>\n<p>Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p>\n<p>She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p>\n<p>The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p>\n<p><b>Not the time to bail on the market</b></p>\n<p>So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p>\n<p>\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p>\n<p>Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p>\n<p>\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p>\n<p>Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p>\n<p><b>Buy the dips</b></p>\n<p>Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p>\n<p>\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p>\n<p>He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p>\n<p>\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</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>How to invest as the Delta variant takes hold</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\">\nHow to invest as the Delta variant takes hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176110391,"gmtCreate":1626870756313,"gmtModify":1631883649078,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"疫情何时休?","listText":"疫情何时休?","text":"疫情何时休?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176110391","repostId":"2153171476","repostType":2,"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171507076,"gmtCreate":1626748829095,"gmtModify":1631883649081,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"标题党，鄙视!","listText":"标题党，鄙视!","text":"标题党，鄙视!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171507076","repostId":"2152663822","repostType":2,"repost":{"id":"2152663822","kind":"news","pubTimestamp":1626745535,"share":"https://www.laohu8.com/m/news/2152663822?lang=&edition=full","pubTime":"2021-07-20 09:45","market":"us","language":"zh","title":"美军新航母又被“炸”了一次，现场升起巨大水柱","url":"https://stock-news.laohu8.com/highlight/detail?id=2152663822","media":"环球网","summary":"据“防务新闻”网站7月19日报道，美国海军在7月16日进行了“福特”号航母的第二次全舰冲击试验。每次爆炸后，舰员们将测试航母的所有主要系统，确保他们没有损坏，并检查航母舰体是否有损伤。“福特”号航母的计划成本上限为105亿美元，但到去年夏天已经攀升至130多亿美元，而美国国会研究服务中心当时警告称，这个数字可能会继续上升。美国弗吉尼亚州民主党众议员伊莱恩·卢里亚将这艘航母称为是“无法部署的核动力漂浮驳船”。","content":"<html><body><article><p>【环球网报道 记者 徐璐明】美国海军近日进行了“福特”号航母的第二次全舰冲击试验，验证该航母的实战能力。</p><p>据“防务新闻”网站7月19日报道，美国海军在7月16日进行了“福特”号航母的第二次全舰冲击试验。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13786499811/0\"/><p>进行全舰冲击试验的“福特”号航母</p><p>报道称，这次试验是“福特”号航母三次全舰冲击试验中的第二次，旨在验证这款新型航母的实战能力。美军通过在水下制造爆炸的方式进行测试，每一次都距离航母更近。每次爆炸后，舰员们将测试航母的所有主要系统，确保他们没有损坏，并检查航母舰体是否有损伤。</p><p>“‘福特’号航母曾在7月1日进行第二次全舰冲击试验，但由于一艘支援船上的测试设备出现了技术问题，导致试验未能如期进行，后来改期到了7月16日，”美国海军海洋系统司令部发言人表示。她还补充说，这艘航母“将继续在规定时间内完成（全舰冲击试验）”</p><p>美国海军此前表示，自1987年“罗斯福”号航母进行水下冲击试验以来，美国海军的航母就没有再进行过全舰冲击试验。而“福特”号航母的全舰冲击试验也随着该航母建造和服役进度延误而姗姗来迟。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13786499789/0\"/><p>进行全舰冲击试验的“福特”号航母</p><p>自2005年开工建造以来，“福特”号航母就一直饱受技术问题、设备故障和进度延误的困扰，这在很大程度上是因为在设计中不断融入新的技术。例如该航母配备的先进弹药升降电梯系统，原本是为了节省弹药从仓库运送到飞行甲板并安装到战机上的时间，但最后这一系统却陷入麻烦；还有该航母的电磁弹射系统也频频故障。</p><p>“福特”号航母的计划成本上限为105亿美元，但到去年夏天已经攀升至130多亿美元，而美国国会研究服务中心当时警告称，这个数字可能会继续上升。2019年10月，在美国众议院军事准备小组委员会的听证会上，美国海军中将托马斯·摩尔承认，“福特”号航母本应该在2018年部署。美国弗吉尼亚州民主党众议员伊莱恩·卢里亚将这艘航母称为是“无法部署的核动力漂浮驳船”。</p></article></body></html>","source":"tencent","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>美军新航母又被“炸”了一次，现场升起巨大水柱</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美军新航母又被“炸”了一次，现场升起巨大水柱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107200946527c227fdd&s=b><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【环球网报道 记者 徐璐明】美国海军近日进行了“福特”号航母的第二次全舰冲击试验，验证该航母的实战能力。据“防务新闻”网站7月19日报道，美国海军在7月16日进行了“福特”号航母的第二次全舰冲击试验。进行全舰冲击试验的“福特”号航母报道称，这次试验是“福特”号航母三次全舰冲击试验中的第二次，旨在验证这款新型航母的实战能力。美军通过在水下制造爆炸的方式进行测试，每一次都距离航母更近。每次爆炸后，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107200946527c227fdd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c98d33d3369990730a901b19fedfe1d4","relate_stocks":{"F":"福特汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107200946527c227fdd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2152663822","content_text":"【环球网报道 记者 徐璐明】美国海军近日进行了“福特”号航母的第二次全舰冲击试验，验证该航母的实战能力。据“防务新闻”网站7月19日报道，美国海军在7月16日进行了“福特”号航母的第二次全舰冲击试验。进行全舰冲击试验的“福特”号航母报道称，这次试验是“福特”号航母三次全舰冲击试验中的第二次，旨在验证这款新型航母的实战能力。美军通过在水下制造爆炸的方式进行测试，每一次都距离航母更近。每次爆炸后，舰员们将测试航母的所有主要系统，确保他们没有损坏，并检查航母舰体是否有损伤。“‘福特’号航母曾在7月1日进行第二次全舰冲击试验，但由于一艘支援船上的测试设备出现了技术问题，导致试验未能如期进行，后来改期到了7月16日，”美国海军海洋系统司令部发言人表示。她还补充说，这艘航母“将继续在规定时间内完成（全舰冲击试验）”美国海军此前表示，自1987年“罗斯福”号航母进行水下冲击试验以来，美国海军的航母就没有再进行过全舰冲击试验。而“福特”号航母的全舰冲击试验也随着该航母建造和服役进度延误而姗姗来迟。进行全舰冲击试验的“福特”号航母自2005年开工建造以来，“福特”号航母就一直饱受技术问题、设备故障和进度延误的困扰，这在很大程度上是因为在设计中不断融入新的技术。例如该航母配备的先进弹药升降电梯系统，原本是为了节省弹药从仓库运送到飞行甲板并安装到战机上的时间，但最后这一系统却陷入麻烦；还有该航母的电磁弹射系统也频频故障。“福特”号航母的计划成本上限为105亿美元，但到去年夏天已经攀升至130多亿美元，而美国国会研究服务中心当时警告称，这个数字可能会继续上升。2019年10月，在美国众议院军事准备小组委员会的听证会上，美国海军中将托马斯·摩尔承认，“福特”号航母本应该在2018年部署。美国弗吉尼亚州民主党众议员伊莱恩·卢里亚将这艘航母称为是“无法部署的核动力漂浮驳船”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":179204162,"gmtCreate":1626528311356,"gmtModify":1633926038686,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"期待","listText":"期待","text":"期待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/179204162","repostId":"2152881681","repostType":2,"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145609602,"gmtCreate":1626219760906,"gmtModify":1633929004661,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"都是大牛","listText":"都是大牛","text":"都是大牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/145609602","repostId":"2151598149","repostType":2,"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148352270,"gmtCreate":1625935344390,"gmtModify":1633931482541,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"好！","listText":"好！","text":"好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148352270","repostId":"1124741749","repostType":4,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154528974,"gmtCreate":1625535245898,"gmtModify":1633939903834,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"好赚","listText":"好赚","text":"好赚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/154528974","repostId":"2149858330","repostType":2,"repost":{"id":"2149858330","kind":"news","pubTimestamp":1625533712,"share":"https://www.laohu8.com/m/news/2149858330?lang=&edition=full","pubTime":"2021-07-06 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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在游戏领域买个不停？腾讯上半年平均每周就投一家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 09:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-07-06/doc-ikqciyzk3785662.shtml><strong>新华网客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>游戏行业的“带头大哥”腾讯持续加码在该领域的投资。天眼查数据显示，今年上半年，腾讯投资了27家游戏公司，平均7天就投资一家。近几年，二次元、女性题材、开放世界等新兴品类增长尤其快。腾讯通过投资各类游戏研发商，不断拓宽产品线，将此前从未涉及到的品类统统收入麾下。值得一提的是，米哈游的《原神》异军突起，直接威胁到《王者荣耀》的手游霸主地位。专业人士指出，腾讯急需孵化出新的爆款游戏，来接替《王者荣耀》的...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-07-06/doc-ikqciyzk3785662.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/c93da0dbf32abd71a566d9c13e226f5d","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-07-06/doc-ikqciyzk3785662.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149858330","content_text":"游戏行业的“带头大哥”腾讯持续加码在该领域的投资。天眼查数据显示，今年上半年，腾讯投资了27家游戏公司，平均7天就投资一家。近几年，二次元、女性题材、开放世界等新兴品类增长尤其快。腾讯通过投资各类游戏研发商，不断拓宽产品线，将此前从未涉及到的品类统统收入麾下。值得一提的是，米哈游的《原神》异军突起，直接威胁到《王者荣耀》的手游霸主地位。专业人士指出，腾讯急需孵化出新的爆款游戏，来接替《王者荣耀》的宝座。撰稿、视频制作 杨升视频编辑、配音 张骄监制 潘林青上海证券报新媒体部视频工作室出品","news_type":1},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":366078331,"gmtCreate":1614372386423,"gmtModify":1703477043878,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>或许跌到位了！哈哈😄","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>或许跌到位了！哈哈😄","text":"$苹果(AAPL)$或许跌到位了！哈哈😄","images":[{"img":"https://static.tigerbbs.com/cbf512c9010a13cc8bf9fd0a432f8db6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/366078331","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":163968958,"gmtCreate":1623857060174,"gmtModify":1634026954138,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/163968958","repostId":"1182818271","repostType":4,"repost":{"id":"1182818271","kind":"news","pubTimestamp":1623854602,"share":"https://www.laohu8.com/m/news/1182818271?lang=&edition=full","pubTime":"2021-06-16 22:43","market":"sh","language":"zh","title":"股市太萧瑟，这批十年老将却突然业绩回春，背后原因何在？","url":"https://stock-news.laohu8.com/highlight/detail?id=1182818271","media":"资本深潜号","summary":"2020年，是不少老将心思活络的一年。不同于以前牛市里喜欢“奔私”的风格，这一年不少老将选择的是“转会”——换一家新的基金管理公司从业。\n前中银基金副总经理陈军即是一例，2020年他“转会”东吴基金。","content":"<p>2020年，是不少老将心思活络的一年。不同于以前牛市里喜欢“奔私”的风格，这一年不少老将选择的是“转会”——换一家新的基金管理公司从业。</p>\n<p>前中银基金副总经理陈军即是一例，2020年他“转会”东吴基金。</p>\n<p>此外，新华基金“黄金一代”之一的崔建波，“转会”方正富邦也拿出喜人业绩。还有偏债方面的老将曾刚从汇添富“转会”广发。此外，还有付娟、刘波、刘晨等任职时间接近或超过5年的基金经理“转会”。</p>\n<p>他们转会后显然都适应都相当不错。</p>\n<p><b>01、去年老将转会勤</b></p>\n<p>管理时间10年以上的基金经理一般是不怎么“动弹”的。但在2020年，有多位“十年”老将难得地转了会。</p>\n<p>比如，陈军，2006年他就在中银基金开始管理公募基金产品，累计任职时间近14年。离开中银前任职中银基金分管投资的副执行总裁，收入亦是“天价”。</p>\n<p>但2020年6月，他自愿加入东吴基金，任公司常务副总经理，分管公司投资研究工作。2020年11月，他发行了在东吴的第一只新基金东吴兴享成长。</p>\n<p>再比如，崔建波，2010年开始管理公募基金产品，累计任职时间近11年。他的名头很多，包括早年与王亚伟上演“二王争霸”，还有与曹名长等人曾同为新华基金“黄金一代”。2020年，他“转会”方正富邦。</p>\n<p>偏债基管理方面，有老将曾刚从汇添富“转会”广发。2008年，曾刚就开始管理公募基金了。2011年11月加入汇添富基金，后曾任固定收益投资副总监。2020年9月，他离任了多只基金产品。到了2021年1月，再出现在公众眼中，是开始参与管理广发集嘉债券基金。</p>\n<p>此外，还有付娟、刘波、刘晨等任职时间接近或超过5年的基金经理“转会”。</p>\n<p><b>02、陈军年内一度受挫</b></p>\n<p>公开资料显示，陈军是上海交通大学工商管理硕士、美国伊利诺伊大学金融学硕士。1998年04月至2002年07月就职于<a href=\"https://laohu8.com/S/600030\">中信证券</a>资产管理部。2004年4月至2020年2月就职于中银基金，历任基金经理、助理执行总裁、副执行总裁等职。2020年6月加入东吴基金管理有限公司，任公司常务副总经理，分管公司投资研究工作。</p>\n<p>到目前为止，陈军在东吴管理的基金仅有东吴兴享成长。这只基金2020年11月A类成立，2021年2月又添上了C类份额。截至1季度末，该基金合计管理规模约26亿元，有一定的发挥空间。</p>\n<p>截至6月15日，该基金年内涨幅超过3.74%，在同类中排名前1/2，短期看不算突出。但从近3月看，该基金阶段涨幅超过13%，在同类中排名前1/4。</p>\n<p><img src=\"https://static.tigerbbs.com/2bddc65a6bfe95344ee4d18a1a43847b\" tg-width=\"529\" tg-height=\"199\" referrerpolicy=\"no-referrer\">&nbsp;（数据来源：choice数据，截至6月15日）</p>\n<p>该基金成立后并非是顺风顺水的。在3月，东吴兴享成长一度净值跌破面值。近3个月以来已经反复震荡向上，最高净值接近1.1。</p>\n<p><img src=\"https://static.tigerbbs.com/b6a5e1257a3bae6635d5f4f3666cd621\" tg-width=\"952\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p>\n<p>这或许与近日部分白酒股的走强有关，再加上该基金提前埋伏了强势的汽车股和医药股，更加支持该基金净值快速回到面值以上。</p>\n<p><img src=\"https://static.tigerbbs.com/efb96234b6a1d6b06f5f30a4e938acdd\" tg-width=\"285\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p>\n<p><b>03、崔建波年内排名前15%</b></p>\n<p>崔建波是另一个“十年老将”。如果说陈军是“根正苗红”，那崔建波就是“王侯将相宁有种乎”的草根派代表。</p>\n<p>他早年从事的是投资咨询岗，就是营业部一线的投资顾问，此后辗转到第三方机构担任研究员，后又转到信托公司从事相对正式的研究工作，直至2010年开始在新华基金管理公募产品。</p>\n<p>但崔建波出手即“高峰”，Wind数据显示，2011年市场波动剧烈，他当时参与管理的新华泛资源优势以不到10%的跌幅位列主动偏股基金当年前十。</p>\n<p>此后，崔建波在新华基金历任投资管理部基金经理、权益投资部总监兼基金经理、副总经理兼投资总监兼基金经理。不过，公司的管理规模一直停滞不前。</p>\n<p>2020年6月，他加入方正富邦基金，后出任方正富邦基金首席投资官、权益投资部总经理（兼），并出任方正富邦新兴成长、方正富邦策略精选、方正富邦汇福一年定开等基金的基金经理。</p>\n<p>以方正富邦新兴成长为例，该基金年内收益率超过10%，同类排名前15%，这个业绩水平算是不错。</p>\n<p><img src=\"https://static.tigerbbs.com/97c72ed62d75d7a5005dc4e19bd6c869\" tg-width=\"528\" tg-height=\"200\" referrerpolicy=\"no-referrer\">&nbsp;（数据来源：choice数据，截至6月15日）</p>\n<p>从该基金1季报持仓与2020年年报对比会发现，崔建波年内堆叠了许多只白酒股在十大重仓股中，前6只中占了5席。</p>\n<p>其1季报十大重仓股中，有<a href=\"https://laohu8.com/S/000799\">酒鬼酒</a>这一白酒股和<a href=\"https://laohu8.com/S/601058\">赛轮轮胎</a>这一化工股年内涨幅超过50%。</p>\n<p>不过，近日白酒调整时，方正富邦新兴成长受影响不大。比如6月8日，白酒指数跌超8%，该基金跌幅约1.7%。或许意味着崔建波已经对持仓有所调整。</p>\n<p><img src=\"https://static.tigerbbs.com/fafdc4fb1b10948fd366a6ea37d62db6\" tg-width=\"278\" tg-height=\"356\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1570542988954","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>股市太萧瑟，这批十年老将却突然业绩回春，背后原因何在？</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n股市太萧瑟，这批十年老将却突然业绩回春，背后原因何在？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 22:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/C4SV4TM0lxfwXGSlA1gtWQ><strong>资本深潜号</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年，是不少老将心思活络的一年。不同于以前牛市里喜欢“奔私”的风格，这一年不少老将选择的是“转会”——换一家新的基金管理公司从业。\n前中银基金副总经理陈军即是一例，2020年他“转会”东吴基金。\n此外，新华基金“黄金一代”之一的崔建波，“转会”方正富邦也拿出喜人业绩。还有偏债方面的老将曾刚从汇添富“转会”广发。此外，还有付娟、刘波、刘晨等任职时间接近或超过5年的基金经理“转会”。\n他们转会后...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/C4SV4TM0lxfwXGSlA1gtWQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18f26a21557b2b9fbf841d276ecb7796","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/C4SV4TM0lxfwXGSlA1gtWQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182818271","content_text":"2020年，是不少老将心思活络的一年。不同于以前牛市里喜欢“奔私”的风格，这一年不少老将选择的是“转会”——换一家新的基金管理公司从业。\n前中银基金副总经理陈军即是一例，2020年他“转会”东吴基金。\n此外，新华基金“黄金一代”之一的崔建波，“转会”方正富邦也拿出喜人业绩。还有偏债方面的老将曾刚从汇添富“转会”广发。此外，还有付娟、刘波、刘晨等任职时间接近或超过5年的基金经理“转会”。\n他们转会后显然都适应都相当不错。\n01、去年老将转会勤\n管理时间10年以上的基金经理一般是不怎么“动弹”的。但在2020年，有多位“十年”老将难得地转了会。\n比如，陈军，2006年他就在中银基金开始管理公募基金产品，累计任职时间近14年。离开中银前任职中银基金分管投资的副执行总裁，收入亦是“天价”。\n但2020年6月，他自愿加入东吴基金，任公司常务副总经理，分管公司投资研究工作。2020年11月，他发行了在东吴的第一只新基金东吴兴享成长。\n再比如，崔建波，2010年开始管理公募基金产品，累计任职时间近11年。他的名头很多，包括早年与王亚伟上演“二王争霸”，还有与曹名长等人曾同为新华基金“黄金一代”。2020年，他“转会”方正富邦。\n偏债基管理方面，有老将曾刚从汇添富“转会”广发。2008年，曾刚就开始管理公募基金了。2011年11月加入汇添富基金，后曾任固定收益投资副总监。2020年9月，他离任了多只基金产品。到了2021年1月，再出现在公众眼中，是开始参与管理广发集嘉债券基金。\n此外，还有付娟、刘波、刘晨等任职时间接近或超过5年的基金经理“转会”。\n02、陈军年内一度受挫\n公开资料显示，陈军是上海交通大学工商管理硕士、美国伊利诺伊大学金融学硕士。1998年04月至2002年07月就职于中信证券资产管理部。2004年4月至2020年2月就职于中银基金，历任基金经理、助理执行总裁、副执行总裁等职。2020年6月加入东吴基金管理有限公司，任公司常务副总经理，分管公司投资研究工作。\n到目前为止，陈军在东吴管理的基金仅有东吴兴享成长。这只基金2020年11月A类成立，2021年2月又添上了C类份额。截至1季度末，该基金合计管理规模约26亿元，有一定的发挥空间。\n截至6月15日，该基金年内涨幅超过3.74%，在同类中排名前1/2，短期看不算突出。但从近3月看，该基金阶段涨幅超过13%，在同类中排名前1/4。\n （数据来源：choice数据，截至6月15日）\n该基金成立后并非是顺风顺水的。在3月，东吴兴享成长一度净值跌破面值。近3个月以来已经反复震荡向上，最高净值接近1.1。\n\n这或许与近日部分白酒股的走强有关，再加上该基金提前埋伏了强势的汽车股和医药股，更加支持该基金净值快速回到面值以上。\n\n03、崔建波年内排名前15%\n崔建波是另一个“十年老将”。如果说陈军是“根正苗红”，那崔建波就是“王侯将相宁有种乎”的草根派代表。\n他早年从事的是投资咨询岗，就是营业部一线的投资顾问，此后辗转到第三方机构担任研究员，后又转到信托公司从事相对正式的研究工作，直至2010年开始在新华基金管理公募产品。\n但崔建波出手即“高峰”，Wind数据显示，2011年市场波动剧烈，他当时参与管理的新华泛资源优势以不到10%的跌幅位列主动偏股基金当年前十。\n此后，崔建波在新华基金历任投资管理部基金经理、权益投资部总监兼基金经理、副总经理兼投资总监兼基金经理。不过，公司的管理规模一直停滞不前。\n2020年6月，他加入方正富邦基金，后出任方正富邦基金首席投资官、权益投资部总经理（兼），并出任方正富邦新兴成长、方正富邦策略精选、方正富邦汇福一年定开等基金的基金经理。\n以方正富邦新兴成长为例，该基金年内收益率超过10%，同类排名前15%，这个业绩水平算是不错。\n （数据来源：choice数据，截至6月15日）\n从该基金1季报持仓与2020年年报对比会发现，崔建波年内堆叠了许多只白酒股在十大重仓股中，前6只中占了5席。\n其1季报十大重仓股中，有酒鬼酒这一白酒股和赛轮轮胎这一化工股年内涨幅超过50%。\n不过，近日白酒调整时，方正富邦新兴成长受影响不大。比如6月8日，白酒指数跌超8%，该基金跌幅约1.7%。或许意味着崔建波已经对持仓有所调整。","news_type":1},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":117449863,"gmtCreate":1623159168452,"gmtModify":1634036341637,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"牛🐮","listText":"牛🐮","text":"牛🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/117449863","repostId":"1157695074","repostType":4,"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132262510,"gmtCreate":1622092476530,"gmtModify":1634183898285,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"不是大问题","listText":"不是大问题","text":"不是大问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/132262510","repostId":"1133770308","repostType":2,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196776182,"gmtCreate":1621126746746,"gmtModify":1634193944418,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"特斯拉跌的好，老板不好好管理公司，天天在炒币，迟早退市！","listText":"特斯拉跌的好，老板不好好管理公司，天天在炒币，迟早退市！","text":"特斯拉跌的好，老板不好好管理公司，天天在炒币，迟早退市！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/196776182","repostId":"1164480285","repostType":4,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196589797,"gmtCreate":1621074476719,"gmtModify":1634194142892,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"说的没错，就是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10:52","market":"us","language":"zh","title":"全球风向标新高不断，下半年大类资产谁更胜一筹？","url":"https://stock-news.laohu8.com/highlight/detail?id=2146026823","media":"Wind万得","summary":"周四，美国初请失业金人数超预期并未吓倒投资者，美股三大指数高开高走全线收涨，风向标纳指再度创下收盘纪录新高。\n美国总统拜登当地时间6月24日宣布，他已经与两党参议员达成了基础设施协议。拜登称，双方都做","content":"<p>周四，美国初请失业金人数超预期并未吓倒投资者，美股三大指数高开高走全线收涨，风向标纳指再度创下收盘纪录新高。</p>\n<p>美国总统拜登当地时间6月24日宣布，他已经与两党参议员达成了基础设施协议。拜登称，双方都做出了妥协，希望达成一项罕见的协议。</p>\n<p><b>截至收盘，欧美股市集体收涨，纳指和标普500指数刷新历史新高。道指涨0.95%，标普500指数涨0.58%，纳指涨0.69%。</b><a href=\"https://laohu8.com/S/BA\">波音</a>涨近3%，<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>涨2.6%，<a href=\"https://laohu8.com/S/GS\">高盛</a>涨2.1%，纷纷领涨道指。钢铁、基建板块走强。<a href=\"https://laohu8.com/S/X\">美国钢铁</a>涨超3%。欧股集体收涨，德国DAX指数涨0.86%。</p>\n<p><b>今年以来全球风险资产齐涨</b></p>\n<p>今年以来，全球宽松周期下，超高储蓄率向消费与投资转化，带来经济复苏和通胀压力。风险资产估值提升，全球主要股指、大宗商品价格均出现上涨。<b>上半年主要资产表现排序为：商品&gt;股票&gt;债券。</b></p>\n<p><img src=\"https://static.tigerbbs.com/73c03b7a51e449079415a4e448e46219\" tg-width=\"715\" tg-height=\"1278\" referrerpolicy=\"no-referrer\">&nbsp;</p>\n<p><b>下半年哪些大类资产可配置？</b></p>\n<p>展望今年下半年，投资者无疑更为关注大类资产中谁能表现更胜一筹。</p>\n<p>对此，银河证券分析认为，从泰勒规则看美联储“缩表+加息”，缩表条件已经满足，加息或早于市场预期。<b>下半年大概率进入缩减QE引导期和加息预期上行期</b>。</p>\n<p>银河证券表示，金融体系流动性过剩，货币供需极度失衡，流动性边际收紧预期难以真正撼动市场，存量仍将主导资产表现。</p>\n<p><b>美债：</b>长债利率虽然有上行压力，但短端利率维持低位，抑制上行空间，期限利差窄幅震荡。</p>\n<p><b>美元指数：</b>货币延续宽松，美元延续弱势。</p>\n<p><b>权益市场：</b>边际收紧预期扰动市场情绪，但美长债利率上行空间受限，股市风险偏好不会受根本影响，基本面决定股市表现。</p>\n<p><b>中国长债利率：</b>延续窄幅震荡格局。全球流动性宽松外溢+新经济结构，利率上有顶。基本面保持韧性，弱美元&amp;通胀亦构成国内长债一定上行压力，利率下有底。</p>\n<p><b>中国股市：</b>在货币环境和经济基本面环境都相对稳定的环境下，亦难出现趋势性机会，但中国新经济结构背景下，不乏结构性机会。</p>\n<p><b>经济复苏逻辑：</b>下半年属于美通胀高位并叠加欧、美经济延续修复，制造业补库存，本次通胀周期仍未结束，拐点尚需等待。</p>\n<p><img src=\"https://static.tigerbbs.com/97325e54e7024624a72ae734d21790e0\" tg-width=\"1061\" tg-height=\"800\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/601995\">中金公司</a>建议下半年配置以“周期错位”为主线：维持超配海外资产，分享经济复苏成果；<b>提前布局中国资产，抓住疫后成长新机会。</b></p>\n<p>从中国市场的角度，<b><a href=\"https://laohu8.com/S/03908\">中金公司</a>对下半年大类资产的排序为海外&gt;债券&gt;商品&gt;股票&gt;黄金。</b>具体配置建议如下：</p>\n<p>1、标配中国股票资产，短期谨慎，长期乐观，轻指数、重结构、偏成长；<b>中国股票资产中相对看多港股；</b></p>\n<p>2、超配海外风险资产，待政策退出预期更明确，<b>美股下半年波动可能加大，择机减配，维持超配欧洲；</b></p>\n<p>3、相机增配利率债，维持低配信用债；</p>\n<p>4、<b>标配商品</b>，商品之中相对看好石油与工业金属，<b>看空黄金</b>。</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>全球风向标新高不断，下半年大类资产谁更胜一筹？</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全球风向标新高不断，下半年大类资产谁更胜一筹？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-06-25 10:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四，美国初请失业金人数超预期并未吓倒投资者，美股三大指数高开高走全线收涨，风向标纳指再度创下收盘纪录新高。</p>\n<p>美国总统拜登当地时间6月24日宣布，他已经与两党参议员达成了基础设施协议。拜登称，双方都做出了妥协，希望达成一项罕见的协议。</p>\n<p><b>截至收盘，欧美股市集体收涨，纳指和标普500指数刷新历史新高。道指涨0.95%，标普500指数涨0.58%，纳指涨0.69%。</b><a href=\"https://laohu8.com/S/BA\">波音</a>涨近3%，<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>涨2.6%，<a href=\"https://laohu8.com/S/GS\">高盛</a>涨2.1%，纷纷领涨道指。钢铁、基建板块走强。<a href=\"https://laohu8.com/S/X\">美国钢铁</a>涨超3%。欧股集体收涨，德国DAX指数涨0.86%。</p>\n<p><b>今年以来全球风险资产齐涨</b></p>\n<p>今年以来，全球宽松周期下，超高储蓄率向消费与投资转化，带来经济复苏和通胀压力。风险资产估值提升，全球主要股指、大宗商品价格均出现上涨。<b>上半年主要资产表现排序为：商品&gt;股票&gt;债券。</b></p>\n<p><img src=\"https://static.tigerbbs.com/73c03b7a51e449079415a4e448e46219\" tg-width=\"715\" tg-height=\"1278\" referrerpolicy=\"no-referrer\">&nbsp;</p>\n<p><b>下半年哪些大类资产可配置？</b></p>\n<p>展望今年下半年，投资者无疑更为关注大类资产中谁能表现更胜一筹。</p>\n<p>对此，银河证券分析认为，从泰勒规则看美联储“缩表+加息”，缩表条件已经满足，加息或早于市场预期。<b>下半年大概率进入缩减QE引导期和加息预期上行期</b>。</p>\n<p>银河证券表示，金融体系流动性过剩，货币供需极度失衡，流动性边际收紧预期难以真正撼动市场，存量仍将主导资产表现。</p>\n<p><b>美债：</b>长债利率虽然有上行压力，但短端利率维持低位，抑制上行空间，期限利差窄幅震荡。</p>\n<p><b>美元指数：</b>货币延续宽松，美元延续弱势。</p>\n<p><b>权益市场：</b>边际收紧预期扰动市场情绪，但美长债利率上行空间受限，股市风险偏好不会受根本影响，基本面决定股市表现。</p>\n<p><b>中国长债利率：</b>延续窄幅震荡格局。全球流动性宽松外溢+新经济结构，利率上有顶。基本面保持韧性，弱美元&amp;通胀亦构成国内长债一定上行压力，利率下有底。</p>\n<p><b>中国股市：</b>在货币环境和经济基本面环境都相对稳定的环境下，亦难出现趋势性机会，但中国新经济结构背景下，不乏结构性机会。</p>\n<p><b>经济复苏逻辑：</b>下半年属于美通胀高位并叠加欧、美经济延续修复，制造业补库存，本次通胀周期仍未结束，拐点尚需等待。</p>\n<p><img src=\"https://static.tigerbbs.com/97325e54e7024624a72ae734d21790e0\" tg-width=\"1061\" tg-height=\"800\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/601995\">中金公司</a>建议下半年配置以“周期错位”为主线：维持超配海外资产，分享经济复苏成果；<b>提前布局中国资产，抓住疫后成长新机会。</b></p>\n<p>从中国市场的角度，<b><a href=\"https://laohu8.com/S/03908\">中金公司</a>对下半年大类资产的排序为海外&gt;债券&gt;商品&gt;股票&gt;黄金。</b>具体配置建议如下：</p>\n<p>1、标配中国股票资产，短期谨慎，长期乐观，轻指数、重结构、偏成长；<b>中国股票资产中相对看多港股；</b></p>\n<p>2、超配海外风险资产，待政策退出预期更明确，<b>美股下半年波动可能加大，择机减配，维持超配欧洲；</b></p>\n<p>3、相机增配利率债，维持低配信用债；</p>\n<p>4、<b>标配商品</b>，商品之中相对看好石油与工业金属，<b>看空黄金</b>。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QQQ":"纳指100ETF","SPXU":"三倍做空标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","SQQQ":"纳指三倍做空ETF","SSO":"两倍做多标普500ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","DJX":"1/100道琼斯","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF","OEF":"标普100指数ETF-iShares","UDOW":"道指三倍做多ETF-ProShares","DDM":"道指两倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","QID":"纳指两倍做空ETF","UPRO":"三倍做多标普500ETF","DOG":"道指反向ETF","DXD":"道指两倍做空ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146026823","content_text":"周四，美国初请失业金人数超预期并未吓倒投资者，美股三大指数高开高走全线收涨，风向标纳指再度创下收盘纪录新高。\n美国总统拜登当地时间6月24日宣布，他已经与两党参议员达成了基础设施协议。拜登称，双方都做出了妥协，希望达成一项罕见的协议。\n截至收盘，欧美股市集体收涨，纳指和标普500指数刷新历史新高。道指涨0.95%，标普500指数涨0.58%，纳指涨0.69%。波音涨近3%，卡特彼勒涨2.6%，高盛涨2.1%，纷纷领涨道指。钢铁、基建板块走强。美国钢铁涨超3%。欧股集体收涨，德国DAX指数涨0.86%。\n今年以来全球风险资产齐涨\n今年以来，全球宽松周期下，超高储蓄率向消费与投资转化，带来经济复苏和通胀压力。风险资产估值提升，全球主要股指、大宗商品价格均出现上涨。上半年主要资产表现排序为：商品>股票>债券。\n \n下半年哪些大类资产可配置？\n展望今年下半年，投资者无疑更为关注大类资产中谁能表现更胜一筹。\n对此，银河证券分析认为，从泰勒规则看美联储“缩表+加息”，缩表条件已经满足，加息或早于市场预期。下半年大概率进入缩减QE引导期和加息预期上行期。\n银河证券表示，金融体系流动性过剩，货币供需极度失衡，流动性边际收紧预期难以真正撼动市场，存量仍将主导资产表现。\n美债：长债利率虽然有上行压力，但短端利率维持低位，抑制上行空间，期限利差窄幅震荡。\n美元指数：货币延续宽松，美元延续弱势。\n权益市场：边际收紧预期扰动市场情绪，但美长债利率上行空间受限，股市风险偏好不会受根本影响，基本面决定股市表现。\n中国长债利率：延续窄幅震荡格局。全球流动性宽松外溢+新经济结构，利率上有顶。基本面保持韧性，弱美元&通胀亦构成国内长债一定上行压力，利率下有底。\n中国股市：在货币环境和经济基本面环境都相对稳定的环境下，亦难出现趋势性机会，但中国新经济结构背景下，不乏结构性机会。\n经济复苏逻辑：下半年属于美通胀高位并叠加欧、美经济延续修复，制造业补库存，本次通胀周期仍未结束，拐点尚需等待。\n\n中金公司建议下半年配置以“周期错位”为主线：维持超配海外资产，分享经济复苏成果；提前布局中国资产，抓住疫后成长新机会。\n从中国市场的角度，中金公司对下半年大类资产的排序为海外>债券>商品>股票>黄金。具体配置建议如下：\n1、标配中国股票资产，短期谨慎，长期乐观，轻指数、重结构、偏成长；中国股票资产中相对看多港股；\n2、超配海外风险资产，待政策退出预期更明确，美股下半年波动可能加大，择机减配，维持超配欧洲；\n3、相机增配利率债，维持低配信用债；\n4、标配商品，商品之中相对看好石油与工业金属，看空黄金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172773041,"gmtCreate":1626996793683,"gmtModify":1631883649075,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172773041","repostId":"1154266565","repostType":2,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://www.laohu8.com/m/news/1154266565?lang=&edition=full","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p>\n<p>But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p>\n<p>Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p>\n<p>If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p>\n<p>\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p>\n<p>\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p>\n<p>Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p>\n<p>She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p>\n<p>The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p>\n<p><b>Not the time to bail on the market</b></p>\n<p>So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p>\n<p>\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p>\n<p>Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p>\n<p>\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p>\n<p>Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p>\n<p><b>Buy the dips</b></p>\n<p>Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p>\n<p>\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p>\n<p>He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p>\n<p>\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</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>How to invest as the Delta variant takes hold</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\">\nHow to invest as the Delta variant takes hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197665154,"gmtCreate":1621464858978,"gmtModify":1634189042015,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"看不懂","listText":"看不懂","text":"看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/197665154","repostId":"2136997106","repostType":4,"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195118129,"gmtCreate":1621261885161,"gmtModify":1634192939273,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"厉害了","listText":"厉害了","text":"厉害了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/195118129","repostId":"1199167004","repostType":4,"repost":{"id":"1199167004","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":1621227444,"share":"https://www.laohu8.com/m/news/1199167004?lang=&edition=full","pubTime":"2021-05-17 12:57","market":"us","language":"zh","title":"资本嗜血！爆亏1000亿，\"金融大鳄\"索罗斯大举抄底","url":"https://stock-news.laohu8.com/highlight/detail?id=1199167004","media":"券商中国","summary":"网上有这样的段子：“伽利略说，给我一个杠杆，给我一个杠杆我能撬动整个地球。次日，伽利略因为使用杠杆净输两个地球。”3月份对冲基金Archegos公司创始人Bill Hwang爆仓，创下了“人类历史上最","content":"<p><img src=\"https://static.tigerbbs.com/850484a68ee6f1d80c9d091a404bf7e7\" tg-width=\"600\" tg-height=\"333\" referrerpolicy=\"no-referrer\">网上有这样的段子：“伽利略说，给我一个杠杆，给我一个杠杆我能撬动整个地球。次日，伽利略因为使用杠杆净输两个地球。”</p><p>3月份对冲基金Archegos公司创始人Bill Hwang爆仓，创下了“人类历史上最大单日亏损”。如今，这个“惨案”又有了新话题。</p><p>最新数据表明，Bill Hwang爆仓后，所持中概股标的遭大幅抛售，金融大鳄索罗斯的基金却进行了抄底。具体来看，该公司在一季度买了总计价值1.94亿美元的<a href=\"https://laohu8.com/S/VIA\">维亚康姆</a>（Viacom CBS Inc.）、价值7700万美元的<a href=\"https://laohu8.com/S/BIDU\">百度</a>、价值4600万美元的<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、价值3400万美元的<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>。</p><p>“别人恐惧我贪婪，别人贪婪我恐惧。”巴菲特经典名言再度响起，索罗斯如今捡起“带血”的筹码，能否再度一战成名，也成为市场关心的话题。从上述几只股票近期表现来看，股价走势并不理想，时间或许会给出答案。</p><p>索罗斯抄底Bill Hwang爆仓股，买入多只中概股</p><p>作为美籍韩裔，对冲基金经理Bill Hwang及其管理的产品巨亏是今年全球股市最大惨案。</p><p>Archegos Capital是Bill Hwang旗下的一只对冲基金。Bill Hwang是老虎基金创办人Julian Robertson的爱将，曾负责老虎基金亚洲分部。</p><p>2012年，Bill Hwang从老虎亚洲基金离开，用2亿美元左右的自有资金起步，2021年初，其个人资金已经增加至50亿美元，并通过5倍杠杆在2月内获得200%的收益。</p><p>3月26日，Archegos爆仓事件开始曝光并持续发酵。据悉，Archegos Capital重仓了<a href=\"https://laohu8.com/S/VIAB\">维亚康姆</a>(Viacom CBS)、Discovery、百度、<a href=\"https://laohu8.com/S/00700\">腾讯</a>音乐、<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、雾芯科技(RLX)等。其个人管理的150亿美元（折合人民币近1000亿）爆仓，创下了 “人类历史上最大单日亏损”，<a href=\"https://laohu8.com/S/NMR\">野村控股</a>、<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>等多家国际知名投行也被拖下水。</p><p>在一季度财报中，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>公布损失47亿美元，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>公布这一数字为9.11亿美元。另外，野村证券损失了约20亿美元，日本三菱日联、瑞穗等都遭受了损失。</p><p>在爆仓发生之后，索罗斯旗下基金大举抄底，根据上周五在美国证监会网站上披露的13F文件，该公司在一季度买了总计价值1.94亿美元的维亚康姆（<a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a>）、价值7700万美元的百度、价值4600万美元的唯品会、价值3400万美元的腾讯音乐。</p><p><b>据外媒报道，在Archegos爆仓事件发生之前，索罗斯基金管理公司并没有上述这些股票的持仓。</b></p><p>杠杆生死</p><p>Bill Hwang是一个疯狂的杠杆爱好者，其快速崛起得益于杠杆，而瞬时陨落也因为杠杆。事实上，在投资中，杠杆一直被认为是“双刃剑”，很多投资大师认为杠杆的危害更甚于益处。</p><p>有中国巴菲特之称的段永平认为，“如果你懂投资，你不需要用杠杆，因为你早晚会变富。如果你不懂投资，你更不应该用杠杆，不然裸奔的将可能会是你。投资是件快乐的事情，用杠杆会让你有机会睡不好觉的。”</p><p>段永平还曾说过，买股票用杠杆的情况下，你的股票被抵押给券商，当杠杆比例高到一定程度，一个大跌券商就可能会把你的股票卖掉还债，股市大跌是一定会发生的事情。而且总是发生在你没想到的时候，只要你一直用杠杆，一定会碰到这一天的，很可能会让你一夜回到解放前。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>历史上大跌40%的事情发生过10次以上。</p><p>巴菲特说，如果<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>使用了更高的杠杆，尽管这样做仍然符合传统负债习惯，会取得远远高于已实现的23.8%的年回报率。甚至在1965年，我们或许完全可以判断，动用杠杆能以99%的概率带来更高的回报率，几乎可以说是“十拿九稳”，相应地，我们大约仅有1%的机会看到，由于外部的或内部的一些突发因素，会导致即便是传统负债比率也会发生从暂时到违约之间的结果。</p><p>“我们不喜欢这种99:1发生的概率，永远不会。”巴菲特说，一个小的丢脸或痛苦不可能被一个大的额外回报所抵消，如果你的行动是合理的，你肯定会得到良好的结果。在绝大多数情况下，杠杆只会加速事情的运动。</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>资本嗜血！爆亏1000亿，\"金融大鳄\"索罗斯大举抄底</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资本嗜血！爆亏1000亿，\"金融大鳄\"索罗斯大举抄底\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\">2021-05-17 12:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/850484a68ee6f1d80c9d091a404bf7e7\" tg-width=\"600\" tg-height=\"333\" referrerpolicy=\"no-referrer\">网上有这样的段子：“伽利略说，给我一个杠杆，给我一个杠杆我能撬动整个地球。次日，伽利略因为使用杠杆净输两个地球。”</p><p>3月份对冲基金Archegos公司创始人Bill Hwang爆仓，创下了“人类历史上最大单日亏损”。如今，这个“惨案”又有了新话题。</p><p>最新数据表明，Bill Hwang爆仓后，所持中概股标的遭大幅抛售，金融大鳄索罗斯的基金却进行了抄底。具体来看，该公司在一季度买了总计价值1.94亿美元的<a href=\"https://laohu8.com/S/VIA\">维亚康姆</a>（Viacom CBS Inc.）、价值7700万美元的<a href=\"https://laohu8.com/S/BIDU\">百度</a>、价值4600万美元的<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、价值3400万美元的<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>。</p><p>“别人恐惧我贪婪，别人贪婪我恐惧。”巴菲特经典名言再度响起，索罗斯如今捡起“带血”的筹码，能否再度一战成名，也成为市场关心的话题。从上述几只股票近期表现来看，股价走势并不理想，时间或许会给出答案。</p><p>索罗斯抄底Bill Hwang爆仓股，买入多只中概股</p><p>作为美籍韩裔，对冲基金经理Bill Hwang及其管理的产品巨亏是今年全球股市最大惨案。</p><p>Archegos Capital是Bill Hwang旗下的一只对冲基金。Bill Hwang是老虎基金创办人Julian Robertson的爱将，曾负责老虎基金亚洲分部。</p><p>2012年，Bill Hwang从老虎亚洲基金离开，用2亿美元左右的自有资金起步，2021年初，其个人资金已经增加至50亿美元，并通过5倍杠杆在2月内获得200%的收益。</p><p>3月26日，Archegos爆仓事件开始曝光并持续发酵。据悉，Archegos Capital重仓了<a href=\"https://laohu8.com/S/VIAB\">维亚康姆</a>(Viacom CBS)、Discovery、百度、<a href=\"https://laohu8.com/S/00700\">腾讯</a>音乐、<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、雾芯科技(RLX)等。其个人管理的150亿美元（折合人民币近1000亿）爆仓，创下了 “人类历史上最大单日亏损”，<a href=\"https://laohu8.com/S/NMR\">野村控股</a>、<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>等多家国际知名投行也被拖下水。</p><p>在一季度财报中，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>公布损失47亿美元，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>公布这一数字为9.11亿美元。另外，野村证券损失了约20亿美元，日本三菱日联、瑞穗等都遭受了损失。</p><p>在爆仓发生之后，索罗斯旗下基金大举抄底，根据上周五在美国证监会网站上披露的13F文件，该公司在一季度买了总计价值1.94亿美元的维亚康姆（<a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a>）、价值7700万美元的百度、价值4600万美元的唯品会、价值3400万美元的腾讯音乐。</p><p><b>据外媒报道，在Archegos爆仓事件发生之前，索罗斯基金管理公司并没有上述这些股票的持仓。</b></p><p>杠杆生死</p><p>Bill Hwang是一个疯狂的杠杆爱好者，其快速崛起得益于杠杆，而瞬时陨落也因为杠杆。事实上，在投资中，杠杆一直被认为是“双刃剑”，很多投资大师认为杠杆的危害更甚于益处。</p><p>有中国巴菲特之称的段永平认为，“如果你懂投资，你不需要用杠杆，因为你早晚会变富。如果你不懂投资，你更不应该用杠杆，不然裸奔的将可能会是你。投资是件快乐的事情，用杠杆会让你有机会睡不好觉的。”</p><p>段永平还曾说过，买股票用杠杆的情况下，你的股票被抵押给券商，当杠杆比例高到一定程度，一个大跌券商就可能会把你的股票卖掉还债，股市大跌是一定会发生的事情。而且总是发生在你没想到的时候，只要你一直用杠杆，一定会碰到这一天的，很可能会让你一夜回到解放前。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>历史上大跌40%的事情发生过10次以上。</p><p>巴菲特说，如果<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>使用了更高的杠杆，尽管这样做仍然符合传统负债习惯，会取得远远高于已实现的23.8%的年回报率。甚至在1965年，我们或许完全可以判断，动用杠杆能以99%的概率带来更高的回报率，几乎可以说是“十拿九稳”，相应地，我们大约仅有1%的机会看到，由于外部的或内部的一些突发因素，会导致即便是传统负债比率也会发生从暂时到违约之间的结果。</p><p>“我们不喜欢这种99:1发生的概率，永远不会。”巴菲特说，一个小的丢脸或痛苦不可能被一个大的额外回报所抵消，如果你的行动是合理的，你肯定会得到良好的结果。在绝大多数情况下，杠杆只会加速事情的运动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/850484a68ee6f1d80c9d091a404bf7e7","relate_stocks":{"VIA":"Via Renewables, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199167004","content_text":"网上有这样的段子：“伽利略说，给我一个杠杆，给我一个杠杆我能撬动整个地球。次日，伽利略因为使用杠杆净输两个地球。”3月份对冲基金Archegos公司创始人Bill Hwang爆仓，创下了“人类历史上最大单日亏损”。如今，这个“惨案”又有了新话题。最新数据表明，Bill Hwang爆仓后，所持中概股标的遭大幅抛售，金融大鳄索罗斯的基金却进行了抄底。具体来看，该公司在一季度买了总计价值1.94亿美元的维亚康姆（Viacom CBS Inc.）、价值7700万美元的百度、价值4600万美元的唯品会、价值3400万美元的腾讯音乐。“别人恐惧我贪婪，别人贪婪我恐惧。”巴菲特经典名言再度响起，索罗斯如今捡起“带血”的筹码，能否再度一战成名，也成为市场关心的话题。从上述几只股票近期表现来看，股价走势并不理想，时间或许会给出答案。索罗斯抄底Bill Hwang爆仓股，买入多只中概股作为美籍韩裔，对冲基金经理Bill Hwang及其管理的产品巨亏是今年全球股市最大惨案。Archegos Capital是Bill Hwang旗下的一只对冲基金。Bill Hwang是老虎基金创办人Julian Robertson的爱将，曾负责老虎基金亚洲分部。2012年，Bill Hwang从老虎亚洲基金离开，用2亿美元左右的自有资金起步，2021年初，其个人资金已经增加至50亿美元，并通过5倍杠杆在2月内获得200%的收益。3月26日，Archegos爆仓事件开始曝光并持续发酵。据悉，Archegos Capital重仓了维亚康姆(Viacom CBS)、Discovery、百度、腾讯音乐、跟谁学、雾芯科技(RLX)等。其个人管理的150亿美元（折合人民币近1000亿）爆仓，创下了 “人类历史上最大单日亏损”，野村控股、瑞士信贷等多家国际知名投行也被拖下水。在一季度财报中，瑞银公布损失47亿美元，摩根士丹利公布这一数字为9.11亿美元。另外，野村证券损失了约20亿美元，日本三菱日联、瑞穗等都遭受了损失。在爆仓发生之后，索罗斯旗下基金大举抄底，根据上周五在美国证监会网站上披露的13F文件，该公司在一季度买了总计价值1.94亿美元的维亚康姆（ViacomCBS Inc.）、价值7700万美元的百度、价值4600万美元的唯品会、价值3400万美元的腾讯音乐。据外媒报道，在Archegos爆仓事件发生之前，索罗斯基金管理公司并没有上述这些股票的持仓。杠杆生死Bill Hwang是一个疯狂的杠杆爱好者，其快速崛起得益于杠杆，而瞬时陨落也因为杠杆。事实上，在投资中，杠杆一直被认为是“双刃剑”，很多投资大师认为杠杆的危害更甚于益处。有中国巴菲特之称的段永平认为，“如果你懂投资，你不需要用杠杆，因为你早晚会变富。如果你不懂投资，你更不应该用杠杆，不然裸奔的将可能会是你。投资是件快乐的事情，用杠杆会让你有机会睡不好觉的。”段永平还曾说过，买股票用杠杆的情况下，你的股票被抵押给券商，当杠杆比例高到一定程度，一个大跌券商就可能会把你的股票卖掉还债，股市大跌是一定会发生的事情。而且总是发生在你没想到的时候，只要你一直用杠杆，一定会碰到这一天的，很可能会让你一夜回到解放前。苹果历史上大跌40%的事情发生过10次以上。巴菲特说，如果伯克希尔使用了更高的杠杆，尽管这样做仍然符合传统负债习惯，会取得远远高于已实现的23.8%的年回报率。甚至在1965年，我们或许完全可以判断，动用杠杆能以99%的概率带来更高的回报率，几乎可以说是“十拿九稳”，相应地，我们大约仅有1%的机会看到，由于外部的或内部的一些突发因素，会导致即便是传统负债比率也会发生从暂时到违约之间的结果。“我们不喜欢这种99:1发生的概率，永远不会。”巴菲特说，一个小的丢脸或痛苦不可能被一个大的额外回报所抵消，如果你的行动是合理的，你肯定会得到良好的结果。在绝大多数情况下，杠杆只会加速事情的运动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106958160,"gmtCreate":1620085690350,"gmtModify":1634208011000,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"转移财富吧？！","listText":"转移财富吧？！","text":"转移财富吧？！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/106958160","repostId":"2132152425","repostType":4,"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346800537,"gmtCreate":1618018248629,"gmtModify":1634295223173,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"不是有拼多多来竞争了吗？无语","listText":"不是有拼多多来竞争了吗？无语","text":"不是有拼多多来竞争了吗？无语","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/346800537","repostId":"1145816571","repostType":4,"repost":{"id":"1145816571","kind":"news","pubTimestamp":1618016831,"share":"https://www.laohu8.com/m/news/1145816571?lang=&edition=full","pubTime":"2021-04-10 09:07","market":"us","language":"zh","title":"罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为","url":"https://stock-news.laohu8.com/highlight/detail?id=1145816571","media":"华尔街见闻","summary":"2020年12月，市场监管总局依据《反垄断法》对$阿里巴巴$集团控股有限公司在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。根据《反垄断法》第四十七条、第四十九条规定，综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素，2021年4月10日，市场监管总局依法作出行政处罚决定，责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元。","content":"<p>2020年12月，市场监管总局依据《反垄断法》对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团控股有限公司（以下简称阿里巴巴集团）在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。</p><p>市场监管总局成立专案组，在扎实开展前期工作基础上，对阿里巴巴集团进行现场检查，调查询问相关人员，查阅复制有关文件资料，获取大量证据材料；对其他竞争性平台和平台内商家广泛开展调查取证；对本案证据材料进行深入核查和大数据分析；组织专家反复深入开展案件分析论证；多次听取阿里巴巴集团陈述意见，保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。</p><p>经查，阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来，阿里巴巴集团滥用该市场支配地位，对平台内商家提出“二选一”要求，禁止平台内商家在其他竞争性平台开店或参加促销活动，并借助市场力量、平台规则和数据、算法等技术手段，采取多种奖惩措施保障“二选一”要求执行，维持、增强自身市场力量，获取不正当竞争优势。</p><p>调查表明，<b>阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争，妨碍了商品服务和资源要素自由流通，影响了平台经济创新发展，侵害了平台内商家的合法权益，损害了消费者利益，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为</b>。</p><p>根据《反垄断法》第四十七条、第四十九条规定，综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素，2021年4月10日，市场监管总局依法作出行政处罚决定，<b>责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元</b>。同时，按照《行政处罚法》坚持处罚与教育相结合的原则，向阿里巴巴集团发出《行政指导书》，要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改，并连续三年向市场监管总局提交自查合规报告。</p><p>【相关阅读】</p><p><a href=\"https://laohu8.com/NW/1141772391\" target=\"_blank\">阿里巴巴发布《致客户和公众的一封信》：为商家创造更开放更公平的平台环境</a></p>","source":"highlight_wallstreetcn","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>罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为</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{ 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class=\"title\">\n罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-10 09:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3627208><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年12月，市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司（以下简称阿里巴巴集团）在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组，在扎实开展前期工作基础上，对阿里巴巴集团进行现场检查，调查询问相关人员，查阅复制有关文件资料，获取大量证据材料；对其他竞争性平台和平台内商家广泛开展调查取证；对本案证据材料进行深入核查和大数据分析；组织专家反复深入开展...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3627208\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://wallstreetcn.com/articles/3627208","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1145816571","content_text":"2020年12月，市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司（以下简称阿里巴巴集团）在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组，在扎实开展前期工作基础上，对阿里巴巴集团进行现场检查，调查询问相关人员，查阅复制有关文件资料，获取大量证据材料；对其他竞争性平台和平台内商家广泛开展调查取证；对本案证据材料进行深入核查和大数据分析；组织专家反复深入开展案件分析论证；多次听取阿里巴巴集团陈述意见，保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。经查，阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来，阿里巴巴集团滥用该市场支配地位，对平台内商家提出“二选一”要求，禁止平台内商家在其他竞争性平台开店或参加促销活动，并借助市场力量、平台规则和数据、算法等技术手段，采取多种奖惩措施保障“二选一”要求执行，维持、增强自身市场力量，获取不正当竞争优势。调查表明，阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争，妨碍了商品服务和资源要素自由流通，影响了平台经济创新发展，侵害了平台内商家的合法权益，损害了消费者利益，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为。根据《反垄断法》第四十七条、第四十九条规定，综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素，2021年4月10日，市场监管总局依法作出行政处罚决定，责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元。同时，按照《行政处罚法》坚持处罚与教育相结合的原则，向阿里巴巴集团发出《行政指导书》，要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改，并连续三年向市场监管总局提交自查合规报告。【相关阅读】阿里巴巴发布《致客户和公众的一封信》：为商家创造更开放更公平的平台环境","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892949241,"gmtCreate":1628636839783,"gmtModify":1631883649009,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"okk","listText":"okk","text":"okk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892949241","repostId":"2158470896","repostType":4,"repost":{"id":"2158470896","kind":"live","pubTimestamp":1628609681,"share":"https://www.laohu8.com/m/news/2158470896?lang=&edition=full","pubTime":"2021-08-10 23:34","market":"us","language":"zh","title":"参议院：有足够票数批准5500亿美元跨党派基建立法草案","url":"https://stock-news.laohu8.com/highlight/detail?id=2158470896","media":"华尔街见闻","summary":"美国国会参议院已经有足够票数批准5500亿美元跨党派基建立法草案，投票仍在继续。","content":"<p><span style=\"text-align:justify;\">美国国会参议院已经有足够票数批准5500亿美元跨党派基建立法草案，投票仍在继续。</span></p>","source":"highlight_wallstreetcn","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>参议院：有足够票数批准5500亿美元跨党派基建立法草案</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/live/a-stock","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2158470896","content_text":"美国国会参议院已经有足够票数批准5500亿美元跨党派基建立法草案，投票仍在继续。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155953035,"gmtCreate":1625370940227,"gmtModify":1631884993612,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"看好福特 通用","listText":"看好福特 通用","text":"看好福特 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brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618620886,"share":"https://www.laohu8.com/m/news/2128985135?lang=&edition=full","pubTime":"2021-04-17 08:54","market":"fut","language":"en","title":"ARK buys another $64 mln in Coinbase shares, sells $99.5 mln of Tesla shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2128985135","media":"Reuters","summary":"April 16 (Reuters) - Cathie Wood’s ARK funds bought more shares of cryptocurrency exchange Coinbase Global Inc    on Friday while selling shares of electric carmaker Tesla , according to the firm's da","content":"<html><body><p>April 16 (Reuters) - Cathie Wood’s ARK funds bought more shares of cryptocurrency exchange Coinbase Global Inc    on Friday while selling shares of electric carmaker Tesla</p><p> , according to the firm's daily trade summary.</p><p>   ARK on Friday bought 187,078 shares of Coinbase, which debuted on the Nasdaq earlier this week, in a purchase worth nearly $64 million at the day’s closing price of $342.</p><p>   It sold 134,541 shares of Tesla, valued at $99.5 million at Friday's close. Tesla is still by far the firm's biggest position by value on its major funds.</p><p>   The funds added to were the flagship ARK Innovation fund</p><p> , the Next Generation Internet ETF    and the Fintech Innovation ETF   .</p><p>   The Coinbase purchases add to the 341,186 shares purchased on Thursday and 749,205 purchased on Wednesday.</p><p>   ARK sold the Tesla shares from its flagship fund and its Next Generation Internet ETF.</p><p>   The bet on Coinbase gives ARK more indirect exposure to cryptocurrencies on top of its big bets on the likes of Tesla, which recently invested in bitcoin and said it would accept the cryptocurrency as payment for its cars.</p><p>   Celebrity fund manager Wood gained prominence last year among retail investors and managed to attract a steady pile of cash into her red-hot funds.</p><p> (Reporting by Ira Iosebashvili; Editing by Leslie Adler)</p><p>((Ira.Iosebashvili@thomsonreuters.com;))</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>ARK buys another $64 mln in Coinbase shares, sells $99.5 mln of Tesla shares</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\">\nARK buys another $64 mln in Coinbase shares, sells $99.5 mln of Tesla shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-17 08:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>April 16 (Reuters) - Cathie Wood’s ARK funds bought more shares of cryptocurrency exchange Coinbase Global Inc    on Friday while selling shares of electric carmaker Tesla</p><p> , according to the firm's daily trade summary.</p><p>   ARK on Friday bought 187,078 shares of Coinbase, which debuted on the Nasdaq earlier this week, in a purchase worth nearly $64 million at the day’s closing price of $342.</p><p>   It sold 134,541 shares of Tesla, valued at $99.5 million at Friday's close. Tesla is still by far the firm's biggest position by value on its major funds.</p><p>   The funds added to were the flagship ARK Innovation fund</p><p> , the Next Generation Internet ETF    and the Fintech Innovation ETF   .</p><p>   The Coinbase purchases add to the 341,186 shares purchased on Thursday and 749,205 purchased on Wednesday.</p><p>   ARK sold the Tesla shares from its flagship fund and its Next Generation Internet ETF.</p><p>   The bet on Coinbase gives ARK more indirect exposure to cryptocurrencies on top of its big bets on the likes of Tesla, which recently invested in bitcoin and said it would accept the cryptocurrency as payment for its cars.</p><p>   Celebrity fund manager Wood gained prominence last year among retail investors and managed to attract a steady pile of cash into her red-hot funds.</p><p> (Reporting by Ira Iosebashvili; Editing by Leslie Adler)</p><p>((Ira.Iosebashvili@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","ARKK":"ARK Innovation ETF","COIN":"Coinbase Global, Inc."},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128985135","content_text":"April 16 (Reuters) - Cathie Wood’s ARK funds bought more shares of cryptocurrency exchange Coinbase Global Inc    on Friday while selling shares of electric carmaker Tesla , according to the firm's daily trade summary.   ARK on Friday bought 187,078 shares of Coinbase, which debuted on the Nasdaq earlier this week, in a purchase worth nearly $64 million at the day’s closing price of $342.   It sold 134,541 shares of Tesla, valued at $99.5 million at Friday's close. Tesla is still by far the firm's biggest position by value on its major funds.   The funds added to were the flagship ARK Innovation fund , the Next Generation Internet ETF    and the Fintech Innovation ETF   .   The Coinbase purchases add to the 341,186 shares purchased on Thursday and 749,205 purchased on Wednesday.   ARK sold the Tesla shares from its flagship fund and its Next Generation Internet ETF.   The bet on Coinbase gives ARK more indirect exposure to cryptocurrencies on top of its big bets on the likes of Tesla, which recently invested in bitcoin and said it would accept the cryptocurrency as payment for its cars.   Celebrity fund manager Wood gained prominence last year among retail investors and managed to attract a steady pile of cash into her red-hot funds. (Reporting by Ira Iosebashvili; Editing by Leslie Adler)((Ira.Iosebashvili@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":179204162,"gmtCreate":1626528311356,"gmtModify":1633926038686,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"期待","listText":"期待","text":"期待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/179204162","repostId":"2152881681","repostType":2,"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167005863,"gmtCreate":1624238276352,"gmtModify":1634009127243,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"又来了！","listText":"又来了！","text":"又来了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167005863","repostId":"1129554767","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182172730,"gmtCreate":1623560211720,"gmtModify":1634031674582,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"htmlText":"牛🐮","listText":"牛🐮","text":"牛🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/182172730","repostId":"2143834587","repostType":2,"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}