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2024-09-24

拭目以待～

彻底引爆！中国资产，罕见"大场面"！

2022-12-20

软骨头

恒生科技指数跌幅扩大至4%，哔哩哔哩跌近8%

2022-11-01

都跌多久了，还大爆发！

港股大爆发！恒生科技指数涨9%，美团涨近16%

2022-10-19

$A50指数主连 2210(CNmain)$丢人现眼！

2022-10-19

美国市场制度那么好，你觉得人家会过来投资吗？自以为是！

抱歉，原内容已删除

2022-10-19

说谎不会觉得丢脸吗？

抱歉，原内容已删除

2022-10-10

$A50指数主连 2210(CNmain)$哈哈，太搞笑了😆

2022-08-08

$大健云仓(GCT)$看好大健云仓

2022-05-29

拼多多已经基本覆盖中国绝大多数消费者这句话好假，压根很多人都讨厌拼惨惨！

抱歉，原内容已删除

2022-04-25

$上证指数(000001.SH)$太尴尬了年年都是3000多点保卫战

2022-03-21

$波音(BA)$垃圾波音，出了多少事情了

2022-02-23

自以为是的快手！京东淘宝缺你这点**流量嘛！

快手电商直播间将于3月1日起切断淘宝、京东联盟商品链接

2022-01-10

说，生一个孩子奖励几百万，这样全国人民都可以接受

抱歉，原内容已删除

2022-01-03

$阿里巴巴-SW(09988)$阿里真可怜，今天又被锤了

2021-12-31

丢人，十几年了还在这个点蹦跶

A股2021年红盘收官！沪指全年累涨4.8%

2021-12-03

$阿里巴巴-SW(09988)$可怜的阿里巴巴

2021-09-01

$A50指数主连 2109(CNmain)$ 真是神奇，一到9点半就准时跳水。

2021-05-10

$A50指数主连(CNmain)$ 做空真的赚钱

2021-05-03

这篇文章不错，转发给大家看看

@港言港语G:股价涨跌的本质是什么？

2021-03-15

$A50指数主连(CNmain)$ 经济脆弱不堪，内循环也糟糕透顶，还天天吹。

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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82635a412006b13f1ad4264691e03f82\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"318\"/></p><p>分析人士认为，在目前这种情况之下，行情显然不会那么快结束，后续若调整依然有参与价值。而且，从个股的结构来看，近期市场有两个明显的变化，那就是：被资金布局的个股在明显增加，走多头格局的个股也在明显增加。而另一方面，在并购政策得以优化的背景之下，不少股票外延式增长的空间也已经打开，这会吸引更多的资金进行布局。从这个角度来看，后续的参与价值依然存在。</p><p><strong>潜力有多大？</strong></p><p>那么，在这种背景之下，是否还能上车？</p><p>此前喊出“底部将至”的中信建投策略分析师陈果认为，底部已确立，回调就是给机会。他认为央行、证监会政策组合拳的实际影响主要有三：</p><p>一是风险偏好：政策信号明确，市场风险偏好首先得到改善。降低存款准备金率和政策利率释放流动性，有望和未来财政发力一起形成组合拳支撑四季度经济。降低存量房贷利率回应市场关切，相当于用商业银行的钱补贴居民，政策思路转变能够提振投资者信心。创设新的政策工具，支持股票市场发展，发出了政策层支持股票市场的明确信号，进一步提升市场风险偏好。</p><p>二是流动性：A股有望迎来新一批增量资金，具体效果尚待观察。证监会将发布促进中长期资金入市意见。而从潘功胜此次表态来看，A股有望在央行支持下迎来三大增量资金：央行首次创设货币政策结构性政策支持资本市场，其中证券、基金、保险公司互换便利，首期操作规模5000亿元，未来可视情况扩大规模；创设股票回购增持再贷款，利率2.25%，首期规模3000亿元，如果这项工作做得好，后续可以追加；平准基金正在研究。从前两大工具首期规模来看，有望带来8000亿元增量资金，但具体落地效果尚待观察（额度不一定能用完），以当前A股的资金面情况，如果能超过5000亿元将形成重磅利好，推动A股大幅反弹。</p><p>三是基本面：有望提振居民消费和缓解地产链压力。降息的刺激效果尚待观察，但存量房贷利率平均每年减少家庭利息支出1500亿元左右，能够大量转换成消费力，为社零疲软注入强心针。延长两项房地产金融政策文件的期限，央行支持收购房企存量土地等措施也将改善地产链基本面，提振市场信心。</p><p>从实体层面来看，中信证券认为，到2024年年底，我国新发放按揭贷款利率将降低到3%左右。假设需要承担100万元按揭贷款的居民因为2024年以来的政策，适用利率下降70个BP，从3.7%下降到了3%，测算相关居民的月供负担有望下降6%（按20年等额本息测算），再配合近期房价下降，这有望增强自住需求释放的可能性。另外，延长金融十六条和物业经营贷政策有效期，增加保障性住房再贷款的人民银行出资比例，则有利于打赢保交房的攻坚战，有助于房地产金融秩序的稳定。总而言之，新政有助于刺激居民自住需求释放，有助于维稳房地产市场运行，但房价能否止跌仍然存在不确定性。</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n彻底引爆！中国资产，罕见\"大场面\"！\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\">2024-09-24 15:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>真是久旱逢甘露！</p><p>今天，上证指数百点长阳，A50和创业板指均一度大涨超5%，港股市场集体大爆发，离岸人民币兑美元一度狂拉超260点。中国资产迎来近期极为罕见的“大场面”。那么，在这种涨幅之下，是否还有上车机会？</p><p>中信建投陈果认为，目前，底部已经确立。今日央行、证监会大招拉开了重磅政策出台的序幕，吹响了A股反攻的号角。对此，判断政策为“先货币再财政”，市场“先反弹后反转”。</p><p>分析人士认为，创设结构性货币政策工具支持资本市场、允许非银机构从央行获取流动性其中一项是证券、基金、保险公司互换便利，支持证券、基金、保险公司使用自身拥有债券、股票ETF、沪深300成份股作为抵押，从中央银行换入国债、央行票据等高流动性资产。能显著提升市场的流动性，而且此次亦是多年之后，再次提升资本市场杠杆水平，市场情绪与之前的救市会有不一样。</p><p><strong>罕见“大场面”</strong></p><p>已经很久没有见过上证指数这样拉升了。今天下午开盘，上证指数直线拉升，一度涨超100点。而与此同时，A50和创业板指均一度大涨超5%。更值得注意的是，今日盘面上涨个股一度超过5000只，而且成交量明显放大。这意味着有大量的增量资金进场抄底。而且随着多头情绪的不断强化，进场资金都是在往高处买，进而推动指数进一步上扬。</p><p>港股市场也是集体大爆发。午后，恒生科技指数涨幅一度扩大至5%，恒生指数一度涨近4%逼近19000点关口。恒生行业指数全线拉升，消费、大金融、科技股领涨，招商银行大涨11%。</p><p>另一方面，汇率市场亦出现大涨行情，离岸人民币兑美元一度涨超260点。而且，这是发生在美元指数上涨的背景之下。这意味着，无论是内资还是外资都已经认可了此次利好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82635a412006b13f1ad4264691e03f82\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"318\"/></p><p>分析人士认为，在目前这种情况之下，行情显然不会那么快结束，后续若调整依然有参与价值。而且，从个股的结构来看，近期市场有两个明显的变化，那就是：被资金布局的个股在明显增加，走多头格局的个股也在明显增加。而另一方面，在并购政策得以优化的背景之下，不少股票外延式增长的空间也已经打开，这会吸引更多的资金进行布局。从这个角度来看，后续的参与价值依然存在。</p><p><strong>潜力有多大？</strong></p><p>那么，在这种背景之下，是否还能上车？</p><p>此前喊出“底部将至”的中信建投策略分析师陈果认为，底部已确立，回调就是给机会。他认为央行、证监会政策组合拳的实际影响主要有三：</p><p>一是风险偏好：政策信号明确，市场风险偏好首先得到改善。降低存款准备金率和政策利率释放流动性，有望和未来财政发力一起形成组合拳支撑四季度经济。降低存量房贷利率回应市场关切，相当于用商业银行的钱补贴居民，政策思路转变能够提振投资者信心。创设新的政策工具，支持股票市场发展，发出了政策层支持股票市场的明确信号，进一步提升市场风险偏好。</p><p>二是流动性：A股有望迎来新一批增量资金，具体效果尚待观察。证监会将发布促进中长期资金入市意见。而从潘功胜此次表态来看，A股有望在央行支持下迎来三大增量资金：央行首次创设货币政策结构性政策支持资本市场，其中证券、基金、保险公司互换便利，首期操作规模5000亿元，未来可视情况扩大规模；创设股票回购增持再贷款，利率2.25%，首期规模3000亿元，如果这项工作做得好，后续可以追加；平准基金正在研究。从前两大工具首期规模来看，有望带来8000亿元增量资金，但具体落地效果尚待观察（额度不一定能用完），以当前A股的资金面情况，如果能超过5000亿元将形成重磅利好，推动A股大幅反弹。</p><p>三是基本面：有望提振居民消费和缓解地产链压力。降息的刺激效果尚待观察，但存量房贷利率平均每年减少家庭利息支出1500亿元左右，能够大量转换成消费力，为社零疲软注入强心针。延长两项房地产金融政策文件的期限，央行支持收购房企存量土地等措施也将改善地产链基本面，提振市场信心。</p><p>从实体层面来看，中信证券认为，到2024年年底，我国新发放按揭贷款利率将降低到3%左右。假设需要承担100万元按揭贷款的居民因为2024年以来的政策，适用利率下降70个BP，从3.7%下降到了3%，测算相关居民的月供负担有望下降6%（按20年等额本息测算），再配合近期房价下降，这有望增强自住需求释放的可能性。另外，延长金融十六条和物业经营贷政策有效期，增加保障性住房再贷款的人民银行出资比例，则有利于打赢保交房的攻坚战，有助于房地产金融秩序的稳定。总而言之，新政有助于刺激居民自住需求释放，有助于维稳房地产市场运行，但房价能否止跌仍然存在不确定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135150259","content_text":"真是久旱逢甘露！今天，上证指数百点长阳，A50和创业板指均一度大涨超5%，港股市场集体大爆发，离岸人民币兑美元一度狂拉超260点。中国资产迎来近期极为罕见的“大场面”。那么，在这种涨幅之下，是否还有上车机会？中信建投陈果认为，目前，底部已经确立。今日央行、证监会大招拉开了重磅政策出台的序幕，吹响了A股反攻的号角。对此，判断政策为“先货币再财政”，市场“先反弹后反转”。分析人士认为，创设结构性货币政策工具支持资本市场、允许非银机构从央行获取流动性其中一项是证券、基金、保险公司互换便利，支持证券、基金、保险公司使用自身拥有债券、股票ETF、沪深300成份股作为抵押，从中央银行换入国债、央行票据等高流动性资产。能显著提升市场的流动性，而且此次亦是多年之后，再次提升资本市场杠杆水平，市场情绪与之前的救市会有不一样。罕见“大场面”已经很久没有见过上证指数这样拉升了。今天下午开盘，上证指数直线拉升，一度涨超100点。而与此同时，A50和创业板指均一度大涨超5%。更值得注意的是，今日盘面上涨个股一度超过5000只，而且成交量明显放大。这意味着有大量的增量资金进场抄底。而且随着多头情绪的不断强化，进场资金都是在往高处买，进而推动指数进一步上扬。港股市场也是集体大爆发。午后，恒生科技指数涨幅一度扩大至5%，恒生指数一度涨近4%逼近19000点关口。恒生行业指数全线拉升，消费、大金融、科技股领涨，招商银行大涨11%。另一方面，汇率市场亦出现大涨行情，离岸人民币兑美元一度涨超260点。而且，这是发生在美元指数上涨的背景之下。这意味着，无论是内资还是外资都已经认可了此次利好。分析人士认为，在目前这种情况之下，行情显然不会那么快结束，后续若调整依然有参与价值。而且，从个股的结构来看，近期市场有两个明显的变化，那就是：被资金布局的个股在明显增加，走多头格局的个股也在明显增加。而另一方面，在并购政策得以优化的背景之下，不少股票外延式增长的空间也已经打开，这会吸引更多的资金进行布局。从这个角度来看，后续的参与价值依然存在。潜力有多大？那么，在这种背景之下，是否还能上车？此前喊出“底部将至”的中信建投策略分析师陈果认为，底部已确立，回调就是给机会。他认为央行、证监会政策组合拳的实际影响主要有三：一是风险偏好：政策信号明确，市场风险偏好首先得到改善。降低存款准备金率和政策利率释放流动性，有望和未来财政发力一起形成组合拳支撑四季度经济。降低存量房贷利率回应市场关切，相当于用商业银行的钱补贴居民，政策思路转变能够提振投资者信心。创设新的政策工具，支持股票市场发展，发出了政策层支持股票市场的明确信号，进一步提升市场风险偏好。二是流动性：A股有望迎来新一批增量资金，具体效果尚待观察。证监会将发布促进中长期资金入市意见。而从潘功胜此次表态来看，A股有望在央行支持下迎来三大增量资金：央行首次创设货币政策结构性政策支持资本市场，其中证券、基金、保险公司互换便利，首期操作规模5000亿元，未来可视情况扩大规模；创设股票回购增持再贷款，利率2.25%，首期规模3000亿元，如果这项工作做得好，后续可以追加；平准基金正在研究。从前两大工具首期规模来看，有望带来8000亿元增量资金，但具体落地效果尚待观察（额度不一定能用完），以当前A股的资金面情况，如果能超过5000亿元将形成重磅利好，推动A股大幅反弹。三是基本面：有望提振居民消费和缓解地产链压力。降息的刺激效果尚待观察，但存量房贷利率平均每年减少家庭利息支出1500亿元左右，能够大量转换成消费力，为社零疲软注入强心针。延长两项房地产金融政策文件的期限，央行支持收购房企存量土地等措施也将改善地产链基本面，提振市场信心。从实体层面来看，中信证券认为，到2024年年底，我国新发放按揭贷款利率将降低到3%左右。假设需要承担100万元按揭贷款的居民因为2024年以来的政策，适用利率下降70个BP，从3.7%下降到了3%，测算相关居民的月供负担有望下降6%（按20年等额本息测算），再配合近期房价下降，这有望增强自住需求释放的可能性。另外，延长金融十六条和物业经营贷政策有效期，增加保障性住房再贷款的人民银行出资比例，则有利于打赢保交房的攻坚战，有助于房地产金融秩序的稳定。总而言之，新政有助于刺激居民自住需求释放，有助于维稳房地产市场运行，但房价能否止跌仍然存在不确定性。","news_type":1,"symbols_score_info":{"000001.SH":1.1,"HSI":1.1}},"isVote":1,"tweetType":1,"viewCount":1807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623510899,"gmtCreate":1671514510012,"gmtModify":1671516878338,"author":{"id":"3499057208266066","authorId":"3499057208266066","name":"哦买噶啦","avatar":"https://static.tigerbbs.com/af22e71a89c379e39f39dd36b6f94bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499057208266066","authorIdStr":"3499057208266066"},"themes":[],"htmlText":"软骨头","listText":"软骨头","text":"软骨头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623510899","repostId":"1171728292","repostType":2,"repost":{"id":"1171728292","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1671512656,"share":"https://ttm.financial/m/news/1171728292?lang=&edition=full","pubTime":"2022-12-20 13:04","market":"other","language":"zh","title":"恒生科技指数跌幅扩大至4%，哔哩哔哩跌近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171728292","media":"老虎资讯综合","summary":"12月20日，恒生科技指数跌幅扩大至4%；哔哩哔哩-W跌近8%，快手-W跌5.7%，阿里巴巴-SW跌4.6%。","content":"<html><head></head><body><p>12月20日，恒生科技指数跌幅扩大至4%；<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>跌近8%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌5.7%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>跌4.6%。</p><p><img src=\"https://static.tigerbbs.com/cfe4ae11b62dcc78b211cda463062b77\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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\" 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13:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月20日，恒生科技指数跌幅扩大至4%；<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>跌近8%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌5.7%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>跌4.6%。</p><p><img src=\"https://static.tigerbbs.com/cfe4ae11b62dcc78b211cda463062b77\" tg-width=\"840\" tg-height=\"470\" 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14:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月1日，恒生科技指数涨9%，恒生指数涨超6%，快手涨约15%，美团涨近16%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨超11%。</p><p><img src=\"https://static.tigerbbs.com/3279102a2382ead4d2e010735d152149\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/76274cf894166862b045f0ac75d0223b\" tg-width=\"840\" tg-height=\"470\" 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/>\n<title>快手电商直播间将于3月1日起切断淘宝、京东联盟商品链接</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{ 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#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快手电商直播间将于3月1日起切断淘宝、京东联盟商品链接\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-02-23 18:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>快手电商针对商家、达人发布公告称，因第三方电商平台与<a href=\"https://laohu8.com/S/01024\">快手</a>合作协议变更，将切断淘宝、<a href=\"https://laohu8.com/S/JD\">京东</a>联盟商品链接。</p><p>公告显示，自2022年3月1日0时起，淘宝联盟商品链接将无法在快手直播间购物车、短视频购物车、商详页等发布商品及服务链接；京东联盟商品链接将无法在快手直播间购物发布商品及服务链接，可在短视频购物车、商详页等发布商品及服务链接。</p><p><img src=\"https://static.tigerbbs.com/ca74bf238cef554a1423f6d02db902c2\" tg-width=\"820\" tg-height=\"1409\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3755fdda80ee4878d06bf1bcbfdbf496","relate_stocks":{"01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179475452","content_text":"快手电商针对商家、达人发布公告称，因第三方电商平台与快手合作协议变更，将切断淘宝、京东联盟商品链接。公告显示，自2022年3月1日0时起，淘宝联盟商品链接将无法在快手直播间购物车、短视频购物车、商详页等发布商品及服务链接；京东联盟商品链接将无法在快手直播间购物发布商品及服务链接，可在短视频购物车、商详页等发布商品及服务链接。","news_type":1,"symbols_score_info":{"01024":0.9}},"isVote":1,"tweetType":1,"viewCount":2733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694966966,"gmtCreate":1641787689747,"gmtModify":1641787689747,"author":{"id":"3499057208266066","authorId":"3499057208266066","name":"哦买噶啦","avatar":"https://static.tigerbbs.com/af22e71a89c379e39f39dd36b6f94bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499057208266066","authorIdStr":"3499057208266066"},"themes":[],"htmlText":"说，生一个孩子奖励几百万，这样全国人民都可以接受","listText":"说，生一个孩子奖励几百万，这样全国人民都可以接受","text":"说，生一个孩子奖励几百万，这样全国人民都可以接受","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694966966","repostId":"2202474322","repostType":2,"isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692463183,"gmtCreate":1641175249641,"gmtModify":1641175249641,"author":{"id":"3499057208266066","authorId":"3499057208266066","name":"哦买噶啦","avatar":"https://static.tigerbbs.com/af22e71a89c379e39f39dd36b6f94bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499057208266066","authorIdStr":"3499057208266066"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>阿里真可怜，今天又被锤了","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>阿里真可怜，今天又被锤了","text":"$阿里巴巴-SW(09988)$阿里真可怜，今天又被锤了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692463183","isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692639110,"gmtCreate":1640934889206,"gmtModify":1640934889206,"author":{"id":"3499057208266066","authorId":"3499057208266066","name":"哦买噶啦","avatar":"https://static.tigerbbs.com/af22e71a89c379e39f39dd36b6f94bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499057208266066","authorIdStr":"3499057208266066"},"themes":[],"htmlText":"丢人，十几年了还在这个点蹦跶","listText":"丢人，十几年了还在这个点蹦跶","text":"丢人，十几年了还在这个点蹦跶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692639110","repostId":"1125071715","repostType":2,"repost":{"id":"1125071715","kind":"news","pubTimestamp":1640934289,"share":"https://ttm.financial/m/news/1125071715?lang=&edition=full","pubTime":"2021-12-31 15:04","market":"sh","language":"zh","title":"A股2021年红盘收官！沪指全年累涨4.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1125071715","media":"新浪财经","summary":"12月31日消息，沪指开盘后震荡走高，创业板指则小幅回落至翻绿，板块方面，中药股继续走强，绿电、光伏、盐湖提锂等板块表现强势。午后沪指红盘震荡，创业板指围绕平盘线窄幅波动，北向资金净流入达50亿元，医","content":"<html><head></head><body><p>12月31日消息，沪指开盘后震荡走高，创业板指则小幅回落至翻绿，板块方面，中药股继续走强，绿电、光伏、盐湖提锂等板块表现强势。午后沪指红盘震荡，创业板指围绕平盘线窄幅波动，北向资金净流入达50亿元，医药生物股继续走强，房地产板块异动拉升，券商股小幅冲高。总体而言，市场情绪较前期略有回暖，多空博弈激烈，个股涨多跌少，赚钱效应较好。截至收盘，沪指涨0.57%，报3639.78点，成交额达4335亿元；深成指涨0.41%，报14857.35点，成交额达6267亿元；创指收平，报3322.67点，成交额达2393亿元。</p><p>今日为2021年收官之日。据统计，2021年度，上证指数全年涨4.8%，深证成指涨2.67%，创业板指大涨12.02%。</p><p>从盘面上看，中药、盐湖提锂、冰雪板块涨幅居前，中船系、煤炭、MCU跌幅居前。</p><p><b>热点板块：</b></p><p><b>1、风电、光伏</b></p><p>风电、光伏概念31日盘中强势拉升，截至发稿，光伏概念方面，<a href=\"https://laohu8.com/S/301168\">通灵股份</a>、<a href=\"https://laohu8.com/S/600505\">西昌电力</a>、<a href=\"https://laohu8.com/S/002480\">新筑股份</a>、<a href=\"https://laohu8.com/S/601865\">福莱特</a>、<a href=\"https://laohu8.com/S/603098\">森特股份</a>等大涨，<a href=\"https://laohu8.com/S/688680\">海优新材</a>跟涨；风电概念方面，<a href=\"https://laohu8.com/S/300095\">华伍股份</a>、<a href=\"https://laohu8.com/S/000970\">中科三环</a>、<a href=\"https://laohu8.com/S/600795\">国电电力</a>大涨，<a href=\"https://laohu8.com/S/002564\">天沃科技</a>、<a href=\"https://laohu8.com/S/600483\">福能股份</a>跟涨。</p><p>消息面上，近日，国资委引发《关于推进中央企业高质量发展做好碳达峰碳中和工作的指导意见》，提出，到2025年，中央企业产业结构和能源结构调整优化取得明显进展，重点行业能源利用效率大幅提升，新型电力系统加快构建，绿色低碳技术研发和推广应用取得积极进展；中央企业万元产值综合能耗比2020年下降15%，万元产值二氧化碳排放比2020年下降18%，可再生能源发电装机比重达到50%以上，战略性新兴产业营收比重不低于30%，为实现碳达峰奠定坚实基础。</p><p><b>2、中药</b></p><p>受政策利好提振，中药板块31日盘中再度爆发，截至发稿，<a href=\"https://laohu8.com/S/300026\">红日药业</a>、<a href=\"https://laohu8.com/S/002349\">精华制药</a>、<a href=\"https://laohu8.com/S/002750\">龙津药业</a>、<a href=\"https://laohu8.com/S/002873\">新天药业</a>、<a href=\"https://laohu8.com/S/600085\">同仁堂</a>、<a href=\"https://laohu8.com/S/000999\">华润三九</a>、<a href=\"https://laohu8.com/S/002644\">佛慈制药</a>等大涨，<a href=\"https://laohu8.com/S/300181\">佐力药业</a>、济川制药、仁和制药等跟涨。</p><p>消息面上，12月30日，国家药监局等八部门联合印发《“十四五”国家药品安全及促进高质量发展规划》。《规划》明确了我国“十四五”期间药品安全及促进高质量发展的主要发展目标，并制定出10个方面主要任务，即实施药品安全全过程监管、支持产业升级发展、完善药品安全治理体系、持续深化审评审批制度改革、严格疫苗监管、促进中药传承创新发展、加强技术支撑能力建设、加强专业人才队伍建设、加强智慧监管体系和能力建设、加强应急体系和能力建设。</p><p><b>消息面：</b></p><p>1、港股2021年收官：三大股指全年跌超14%，恒生科技指数跌近33%。</p><p>2、传习酒欲从茅台集团剥离独立上市，习酒和茅台集团相关人士均未明确否认。</p><p><b>后市前瞻</b>：</p><p>巨丰投顾认为，近期市场板块轮动非常快，出现大涨之后要及时撤离，切换到下一个潜在机会点之上。11月中旬以来，A股分化明显，氢能源、汽车零部件、特高压、储能、风电、光伏、元宇宙、锂电池、房地产等热门板块，此起彼伏，持续性不强，把握难度比较大。连续2个月PMI指数拐头向上，预示着将有一波上涨行情。元旦之后，A股有望进入新的上行阶段。操作上建议短线关注具备估值优势的蓝筹股，中线建议关注成长空间较大的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶、芯片等科技股。</p><p>源达提出，今日是节前最后一个交易日，早盘创业板在3350点附近遇阻，冲高回落明显，预计午后市场整体依然会维持震荡走势，大涨大跌概率不大。节后行情要根据元旦期间消息面情况再进一步分析。操作上建议保持轻仓过节，以年报预增品种为重点布局低位低估机会，三成仓位即可，节后再视情况调整仓位。</p></body></html>","source":"XLCJ","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>A股2021年红盘收官！沪指全年累涨4.8%</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\">\nA股2021年红盘收官！沪指全年累涨4.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 15:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/jsy/2021-12-31/doc-ikyamrmz2379979.shtml?cref=cj><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月31日消息，沪指开盘后震荡走高，创业板指则小幅回落至翻绿，板块方面，中药股继续走强，绿电、光伏、盐湖提锂等板块表现强势。午后沪指红盘震荡，创业板指围绕平盘线窄幅波动，北向资金净流入达50亿元，医药生物股继续走强，房地产板块异动拉升，券商股小幅冲高。总体而言，市场情绪较前期略有回暖，多空博弈激烈，个股涨多跌少，赚钱效应较好。截至收盘，沪指涨0.57%，报3639.78点，成交额达4335亿元；...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/jsy/2021-12-31/doc-ikyamrmz2379979.shtml?cref=cj\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","399102":"创业板综","5RE.SI":"智能","000001.SH":"上证指数"},"source_url":"https://finance.sina.com.cn/stock/jsy/2021-12-31/doc-ikyamrmz2379979.shtml?cref=cj","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125071715","content_text":"12月31日消息，沪指开盘后震荡走高，创业板指则小幅回落至翻绿，板块方面，中药股继续走强，绿电、光伏、盐湖提锂等板块表现强势。午后沪指红盘震荡，创业板指围绕平盘线窄幅波动，北向资金净流入达50亿元，医药生物股继续走强，房地产板块异动拉升，券商股小幅冲高。总体而言，市场情绪较前期略有回暖，多空博弈激烈，个股涨多跌少，赚钱效应较好。截至收盘，沪指涨0.57%，报3639.78点，成交额达4335亿元；深成指涨0.41%，报14857.35点，成交额达6267亿元；创指收平，报3322.67点，成交额达2393亿元。今日为2021年收官之日。据统计，2021年度，上证指数全年涨4.8%，深证成指涨2.67%，创业板指大涨12.02%。从盘面上看，中药、盐湖提锂、冰雪板块涨幅居前，中船系、煤炭、MCU跌幅居前。热点板块：1、风电、光伏风电、光伏概念31日盘中强势拉升，截至发稿，光伏概念方面，通灵股份、西昌电力、新筑股份、福莱特、森特股份等大涨，海优新材跟涨；风电概念方面，华伍股份、中科三环、国电电力大涨，天沃科技、福能股份跟涨。消息面上，近日，国资委引发《关于推进中央企业高质量发展做好碳达峰碳中和工作的指导意见》，提出，到2025年，中央企业产业结构和能源结构调整优化取得明显进展，重点行业能源利用效率大幅提升，新型电力系统加快构建，绿色低碳技术研发和推广应用取得积极进展；中央企业万元产值综合能耗比2020年下降15%，万元产值二氧化碳排放比2020年下降18%，可再生能源发电装机比重达到50%以上，战略性新兴产业营收比重不低于30%，为实现碳达峰奠定坚实基础。2、中药受政策利好提振，中药板块31日盘中再度爆发，截至发稿，红日药业、精华制药、龙津药业、新天药业、同仁堂、华润三九、佛慈制药等大涨，佐力药业、济川制药、仁和制药等跟涨。消息面上，12月30日，国家药监局等八部门联合印发《“十四五”国家药品安全及促进高质量发展规划》。《规划》明确了我国“十四五”期间药品安全及促进高质量发展的主要发展目标，并制定出10个方面主要任务，即实施药品安全全过程监管、支持产业升级发展、完善药品安全治理体系、持续深化审评审批制度改革、严格疫苗监管、促进中药传承创新发展、加强技术支撑能力建设、加强专业人才队伍建设、加强智慧监管体系和能力建设、加强应急体系和能力建设。消息面：1、港股2021年收官：三大股指全年跌超14%，恒生科技指数跌近33%。2、传习酒欲从茅台集团剥离独立上市，习酒和茅台集团相关人士均未明确否认。后市前瞻：巨丰投顾认为，近期市场板块轮动非常快，出现大涨之后要及时撤离，切换到下一个潜在机会点之上。11月中旬以来，A股分化明显，氢能源、汽车零部件、特高压、储能、风电、光伏、元宇宙、锂电池、房地产等热门板块，此起彼伏，持续性不强，把握难度比较大。连续2个月PMI指数拐头向上，预示着将有一波上涨行情。元旦之后，A股有望进入新的上行阶段。操作上建议短线关注具备估值优势的蓝筹股，中线建议关注成长空间较大的智能驾驶、芯片等科技股。源达提出，今日是节前最后一个交易日，早盘创业板在3350点附近遇阻，冲高回落明显，预计午后市场整体依然会维持震荡走势，大涨大跌概率不大。节后行情要根据元旦期间消息面情况再进一步分析。操作上建议保持轻仓过节，以年报预增品种为重点布局低位低估机会，三成仓位即可，节后再视情况调整仓位。","news_type":1,"symbols_score_info":{"399001":0,"399006":0,"399102":0,"000001.SH":0,"5RE.SI":0}},"isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601143580,"gmtCreate":1638501284873,"gmtModify":1638501284873,"author":{"id":"3499057208266066","authorId":"3499057208266066","name":"哦买噶啦","avatar":"https://static.tigerbbs.com/af22e71a89c379e39f39dd36b6f94bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499057208266066","authorIdStr":"3499057208266066"},"themes":[],"htmlText":"<a 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18:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>快手电商针对商家、达人发布公告称，因第三方电商平台与<a href=\"https://laohu8.com/S/01024\">快手</a>合作协议变更，将切断淘宝、<a href=\"https://laohu8.com/S/JD\">京东</a>联盟商品链接。</p><p>公告显示，自2022年3月1日0时起，淘宝联盟商品链接将无法在快手直播间购物车、短视频购物车、商详页等发布商品及服务链接；京东联盟商品链接将无法在快手直播间购物发布商品及服务链接，可在短视频购物车、商详页等发布商品及服务链接。</p><p><img src=\"https://static.tigerbbs.com/ca74bf238cef554a1423f6d02db902c2\" tg-width=\"820\" tg-height=\"1409\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3755fdda80ee4878d06bf1bcbfdbf496","relate_stocks":{"01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179475452","content_text":"快手电商针对商家、达人发布公告称，因第三方电商平台与快手合作协议变更，将切断淘宝、京东联盟商品链接。公告显示，自2022年3月1日0时起，淘宝联盟商品链接将无法在快手直播间购物车、短视频购物车、商详页等发布商品及服务链接；京东联盟商品链接将无法在快手直播间购物发布商品及服务链接，可在短视频购物车、商详页等发布商品及服务链接。","news_type":1,"symbols_score_info":{"01024":0.9}},"isVote":1,"tweetType":1,"viewCount":2733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694966966,"gmtCreate":1641787689747,"gmtModify":1641787689747,"author":{"id":"3499057208266066","authorId":"3499057208266066","name":"哦买噶啦","avatar":"https://static.tigerbbs.com/af22e71a89c379e39f39dd36b6f94bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499057208266066","authorIdStr":"3499057208266066"},"themes":[],"htmlText":"说，生一个孩子奖励几百万，这样全国人民都可以接受","listText":"说，生一个孩子奖励几百万，这样全国人民都可以接受","text":"说，生一个孩子奖励几百万，这样全国人民都可以接受","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694966966","repostId":"2202474322","repostType":2,"isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381980725,"gmtCreate":1612921152167,"gmtModify":1703766941656,"author":{"id":"3499057208266066","authorId":"3499057208266066","name":"哦买噶啦","avatar":"https://static.tigerbbs.com/af22e71a89c379e39f39dd36b6f94bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499057208266066","authorIdStr":"3499057208266066"},"themes":[],"htmlText":"<a 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16:17","market":"us","language":"zh","title":"市场综述：重锤出击！互联网巨头上演高台跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=1191822997","media":"老虎资讯综合","summary":"要闻市场监管总局就《关于平台经济领域的反垄断指南（征求意见稿）》公开征求意见据国家市场监管总局网站消息，为预防和制止互联网平台经济领域垄断行为，降低行政执法和经营者合规成本，加强和改进平台经济领域反垄","content":"<p><b>要闻</b></p><p><b>市场监管总局就《关于平台经济领域的反垄断指南（征求意见稿）》公开征求意见</b></p><p>据国家市场监管总局网站消息，为预防和制止互联网平台经济领域垄断行为，降低行政执法和经营者合规成本，加强和改进平台经济领域反垄断监管，保护市场公平竞争，维护消费者利益和社会公共利益，促进平台经济持续健康发展，国家市场监管总局近日起草了《关于平台经济领域的反垄断指南(征求意见稿)》，并向社会公开征求意见。征求意见稿分总则，垄断协议，滥用市场支配地位行为，经营者集中，滥用行政权力排除、限制竞争，附则等六章。</p><p><b>华为剥离荣耀：交易价格1000亿元，管理层持股并做人员调整</b></p><p>从多位知情人士处获悉，华为计划将荣耀手机业务整体打包出售，荣耀管理层等将在这家新公司中持股。路透社也刚发布消息称，荣耀此次出售价格为150亿美元，即1000亿人民币。但另有知情人士对<a href=\"https://laohu8.com/S/KRKR\">36氪</a>称，对照小米的市值，荣耀出售价格可能定在2000亿元。</p><p><b>港股</b></p><p>港股主要指数收盘涨跌不一，恒指涨1.1%报26301点，恒生科技指数大幅收跌5.15%。</p><p><img src=\"https://static.tigerbbs.com/763db522abb3606f0e0cf43c9c92ab76\" tg-width=\"840\" tg-height=\"470\"></p><p>盘面上，航空股、石油股强势领涨，<a href=\"https://laohu8.com/S/CEO\">中海油</a>大涨14%为最佳恒指成份股，<a href=\"https://laohu8.com/S/00293\">国泰航空</a>大涨14%；香港本地股、啤酒股尾盘涨幅再度扩大，<a href=\"https://laohu8.com/S/STAN.UK\">渣打集团</a>大涨超10%；濠赌全线爆发，受益疫苗进展和澳门放宽从内地入境外国人限制；市场监管总局11月10日就《关于平台经济领域的反垄断指南（征求意见稿）》公开征求意见，此前强势的互联网巨头股全部下挫，美团大跌超10%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌近9%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超5%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌超4%。</p><p><img src=\"https://static.tigerbbs.com/529dd97b15446fd35e02ce7d59ed2b5a\" tg-width=\"432\" tg-height=\"361\"></p><p>今日南下资金净流入9.14亿港元，大市成交额放大至2338亿港元。</p><p><b>A股</b></p><p>指数整体弱势调整，创业板指表现较弱，个股普跌，涨幅超9%个股仅30余家，短线情绪表现低迷。</p><p><img src=\"https://static.tigerbbs.com/844da0f911211bfe72a3cc3c629c5b0f\" tg-width=\"840\" tg-height=\"470\"></p><p>板块上，受消息刺激，机场航运、旅游酒店等板块开盘走强，昨天高潮的半导体板块调整，部分资金流入白酒、光伏、锂电池、充电桩等板块，新能源汽车、黄金板块全天走弱，个股上，午后<a href=\"https://laohu8.com/S/605111\">新洁能</a>、<a href=\"https://laohu8.com/S/000816\">智慧农业</a>、<a href=\"https://laohu8.com/S/601995\">中金公司</a>等高标现分歧，影响市场短线情绪，整体看，市场分歧较大，关注调整中首先企稳的方向。</p><p>盘面上，油气设服、机场航运、白酒等板块涨幅居前，新能源汽车、基因测序、5G等板块跌幅居前。</p><p>截至收盘，沪指跌0.40%，报收3360点；深成指跌1.05%，报收13993点；创业板指跌1.45%，报收2773点。</p><p>沪股通净流入21.44亿元，深股通净流出62.53亿元。</p><p><a href=\"https://laohu8.com/S/000034\">神州数码</a>尾盘快速拉升，封于涨停。消息称，华为以1000亿元价格将荣耀品牌卖给神州数码等。</p><p><img src=\"https://static.tigerbbs.com/6f12890c44a8db17eb062645d4e8cbb8\" tg-width=\"867\" tg-height=\"833\"></p><p><b>美股</b></p><p>美国三大股指期货悉数转涨，截至发稿，道指期货涨0.20%；纳斯达克100指数期货涨0.19%；标普500指数期货涨0.11%。 </p><p><img src=\"https://static.tigerbbs.com/8fba0c55e37d981c26015cb68452e808\" tg-width=\"1242\" tg-height=\"402\"></p><p><b>欧股</b></p><p>欧洲主要指数涨跌不一，德国DAX指数跌0.14%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.23%，法国CAC40指数涨0.10%，欧洲斯托克50指数跌0.01%。</p><p><img src=\"https://static.tigerbbs.com/e5c14b4d4926d7abfe00f9e0c46b9be9\" tg-width=\"837\" tg-height=\"353\"></p><p><b>原油</b></p><p>国际油价由跌转涨，截止发稿，美油报40.49美元/桶，日内涨0.50%；布油现报42.68美元/桶，日内涨0.66%。</p><p>尽管新冠疫苗可能会上市，但国际能源署表示，欧洲因为新冠病例增加的新一轮封锁措施和对美国大选的担忧，会打击原油的需求前景。</p><p><img src=\"https://static.tigerbbs.com/1fcc051f7f9952be3aea3028a4f1c2e4\" tg-width=\"867\" tg-height=\"833\"><img src=\"https://static.tigerbbs.com/604f689ec9a361b16a6e4001380c7185\" tg-width=\"867\" tg-height=\"833\"></p><p><b>黄金</b></p><p>现货黄金持续上扬，日内涨1.72%，报1886.3美元/盎司。</p><p>因特朗普不肯承认在大选中败给拜登，已提起上诉，寻求阻止宾夕法尼亚州对上周的选举结果作出认证，称选举存在多种违规问题，这导致美国大选恐仍然存在波折，黄金的避险属性得到了提振。</p><p><img src=\"https://static.tigerbbs.com/cf2f3d329f6f6fcec92eeb2aba38e3d3\" tg-width=\"867\" tg-height=\"833\"></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>市场综述：重锤出击！互联网巨头上演高台跳水</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; 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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市场综述：重锤出击！互联网巨头上演高台跳水\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-11-10 16:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>要闻</b></p><p><b>市场监管总局就《关于平台经济领域的反垄断指南（征求意见稿）》公开征求意见</b></p><p>据国家市场监管总局网站消息，为预防和制止互联网平台经济领域垄断行为，降低行政执法和经营者合规成本，加强和改进平台经济领域反垄断监管，保护市场公平竞争，维护消费者利益和社会公共利益，促进平台经济持续健康发展，国家市场监管总局近日起草了《关于平台经济领域的反垄断指南(征求意见稿)》，并向社会公开征求意见。征求意见稿分总则，垄断协议，滥用市场支配地位行为，经营者集中，滥用行政权力排除、限制竞争，附则等六章。</p><p><b>华为剥离荣耀：交易价格1000亿元，管理层持股并做人员调整</b></p><p>从多位知情人士处获悉，华为计划将荣耀手机业务整体打包出售，荣耀管理层等将在这家新公司中持股。路透社也刚发布消息称，荣耀此次出售价格为150亿美元，即1000亿人民币。但另有知情人士对<a href=\"https://laohu8.com/S/KRKR\">36氪</a>称，对照小米的市值，荣耀出售价格可能定在2000亿元。</p><p><b>港股</b></p><p>港股主要指数收盘涨跌不一，恒指涨1.1%报26301点，恒生科技指数大幅收跌5.15%。</p><p><img src=\"https://static.tigerbbs.com/763db522abb3606f0e0cf43c9c92ab76\" tg-width=\"840\" tg-height=\"470\"></p><p>盘面上，航空股、石油股强势领涨，<a href=\"https://laohu8.com/S/CEO\">中海油</a>大涨14%为最佳恒指成份股，<a href=\"https://laohu8.com/S/00293\">国泰航空</a>大涨14%；香港本地股、啤酒股尾盘涨幅再度扩大，<a href=\"https://laohu8.com/S/STAN.UK\">渣打集团</a>大涨超10%；濠赌全线爆发，受益疫苗进展和澳门放宽从内地入境外国人限制；市场监管总局11月10日就《关于平台经济领域的反垄断指南（征求意见稿）》公开征求意见，此前强势的互联网巨头股全部下挫，美团大跌超10%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌近9%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超5%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌超4%。</p><p><img src=\"https://static.tigerbbs.com/529dd97b15446fd35e02ce7d59ed2b5a\" tg-width=\"432\" tg-height=\"361\"></p><p>今日南下资金净流入9.14亿港元，大市成交额放大至2338亿港元。</p><p><b>A股</b></p><p>指数整体弱势调整，创业板指表现较弱，个股普跌，涨幅超9%个股仅30余家，短线情绪表现低迷。</p><p><img src=\"https://static.tigerbbs.com/844da0f911211bfe72a3cc3c629c5b0f\" tg-width=\"840\" tg-height=\"470\"></p><p>板块上，受消息刺激，机场航运、旅游酒店等板块开盘走强，昨天高潮的半导体板块调整，部分资金流入白酒、光伏、锂电池、充电桩等板块，新能源汽车、黄金板块全天走弱，个股上，午后<a href=\"https://laohu8.com/S/605111\">新洁能</a>、<a href=\"https://laohu8.com/S/000816\">智慧农业</a>、<a href=\"https://laohu8.com/S/601995\">中金公司</a>等高标现分歧，影响市场短线情绪，整体看，市场分歧较大，关注调整中首先企稳的方向。</p><p>盘面上，油气设服、机场航运、白酒等板块涨幅居前，新能源汽车、基因测序、5G等板块跌幅居前。</p><p>截至收盘，沪指跌0.40%，报收3360点；深成指跌1.05%，报收13993点；创业板指跌1.45%，报收2773点。</p><p>沪股通净流入21.44亿元，深股通净流出62.53亿元。</p><p><a href=\"https://laohu8.com/S/000034\">神州数码</a>尾盘快速拉升，封于涨停。消息称，华为以1000亿元价格将荣耀品牌卖给神州数码等。</p><p><img src=\"https://static.tigerbbs.com/6f12890c44a8db17eb062645d4e8cbb8\" tg-width=\"867\" tg-height=\"833\"></p><p><b>美股</b></p><p>美国三大股指期货悉数转涨，截至发稿，道指期货涨0.20%；纳斯达克100指数期货涨0.19%；标普500指数期货涨0.11%。 </p><p><img src=\"https://static.tigerbbs.com/8fba0c55e37d981c26015cb68452e808\" tg-width=\"1242\" tg-height=\"402\"></p><p><b>欧股</b></p><p>欧洲主要指数涨跌不一，德国DAX指数跌0.14%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.23%，法国CAC40指数涨0.10%，欧洲斯托克50指数跌0.01%。</p><p><img src=\"https://static.tigerbbs.com/e5c14b4d4926d7abfe00f9e0c46b9be9\" tg-width=\"837\" tg-height=\"353\"></p><p><b>原油</b></p><p>国际油价由跌转涨，截止发稿，美油报40.49美元/桶，日内涨0.50%；布油现报42.68美元/桶，日内涨0.66%。</p><p>尽管新冠疫苗可能会上市，但国际能源署表示，欧洲因为新冠病例增加的新一轮封锁措施和对美国大选的担忧，会打击原油的需求前景。</p><p><img src=\"https://static.tigerbbs.com/1fcc051f7f9952be3aea3028a4f1c2e4\" tg-width=\"867\" tg-height=\"833\"><img src=\"https://static.tigerbbs.com/604f689ec9a361b16a6e4001380c7185\" tg-width=\"867\" tg-height=\"833\"></p><p><b>黄金</b></p><p>现货黄金持续上扬，日内涨1.72%，报1886.3美元/盎司。</p><p>因特朗普不肯承认在大选中败给拜登，已提起上诉，寻求阻止宾夕法尼亚州对上周的选举结果作出认证，称选举存在多种违规问题，这导致美国大选恐仍然存在波折，黄金的避险属性得到了提振。</p><p><img src=\"https://static.tigerbbs.com/cf2f3d329f6f6fcec92eeb2aba38e3d3\" tg-width=\"867\" tg-height=\"833\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191822997","content_text":"要闻市场监管总局就《关于平台经济领域的反垄断指南（征求意见稿）》公开征求意见据国家市场监管总局网站消息，为预防和制止互联网平台经济领域垄断行为，降低行政执法和经营者合规成本，加强和改进平台经济领域反垄断监管，保护市场公平竞争，维护消费者利益和社会公共利益，促进平台经济持续健康发展，国家市场监管总局近日起草了《关于平台经济领域的反垄断指南(征求意见稿)》，并向社会公开征求意见。征求意见稿分总则，垄断协议，滥用市场支配地位行为，经营者集中，滥用行政权力排除、限制竞争，附则等六章。华为剥离荣耀：交易价格1000亿元，管理层持股并做人员调整从多位知情人士处获悉，华为计划将荣耀手机业务整体打包出售，荣耀管理层等将在这家新公司中持股。路透社也刚发布消息称，荣耀此次出售价格为150亿美元，即1000亿人民币。但另有知情人士对36氪称，对照小米的市值，荣耀出售价格可能定在2000亿元。港股港股主要指数收盘涨跌不一，恒指涨1.1%报26301点，恒生科技指数大幅收跌5.15%。盘面上，航空股、石油股强势领涨，中海油大涨14%为最佳恒指成份股，国泰航空大涨14%；香港本地股、啤酒股尾盘涨幅再度扩大，渣打集团大涨超10%；濠赌全线爆发，受益疫苗进展和澳门放宽从内地入境外国人限制；市场监管总局11月10日就《关于平台经济领域的反垄断指南（征求意见稿）》公开征求意见，此前强势的互联网巨头股全部下挫，美团大跌超10%，京东跌近9%，阿里巴巴跌超5%，腾讯控股跌超4%。今日南下资金净流入9.14亿港元，大市成交额放大至2338亿港元。A股指数整体弱势调整，创业板指表现较弱，个股普跌，涨幅超9%个股仅30余家，短线情绪表现低迷。板块上，受消息刺激，机场航运、旅游酒店等板块开盘走强，昨天高潮的半导体板块调整，部分资金流入白酒、光伏、锂电池、充电桩等板块，新能源汽车、黄金板块全天走弱，个股上，午后新洁能、智慧农业、中金公司等高标现分歧，影响市场短线情绪，整体看，市场分歧较大，关注调整中首先企稳的方向。盘面上，油气设服、机场航运、白酒等板块涨幅居前，新能源汽车、基因测序、5G等板块跌幅居前。截至收盘，沪指跌0.40%，报收3360点；深成指跌1.05%，报收13993点；创业板指跌1.45%，报收2773点。沪股通净流入21.44亿元，深股通净流出62.53亿元。神州数码尾盘快速拉升，封于涨停。消息称，华为以1000亿元价格将荣耀品牌卖给神州数码等。美股美国三大股指期货悉数转涨，截至发稿，道指期货涨0.20%；纳斯达克100指数期货涨0.19%；标普500指数期货涨0.11%。 欧股欧洲主要指数涨跌不一，德国DAX指数跌0.14%，英国富时100指数涨0.23%，法国CAC40指数涨0.10%，欧洲斯托克50指数跌0.01%。原油国际油价由跌转涨，截止发稿，美油报40.49美元/桶，日内涨0.50%；布油现报42.68美元/桶，日内涨0.66%。尽管新冠疫苗可能会上市，但国际能源署表示，欧洲因为新冠病例增加的新一轮封锁措施和对美国大选的担忧，会打击原油的需求前景。黄金现货黄金持续上扬，日内涨1.72%，报1886.3美元/盎司。因特朗普不肯承认在大选中败给拜登，已提起上诉，寻求阻止宾夕法尼亚州对上周的选举结果作出认证，称选举存在多种违规问题，这导致美国大选恐仍然存在波折，黄金的避险属性得到了提振。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"000001.SH":0.9,"HSCCI":0.9,"HSCEI":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352894606782680,"gmtCreate":1727164865767,"gmtModify":1727164867652,"author":{"id":"3499057208266066","authorId":"3499057208266066","name":"哦买噶啦","avatar":"https://static.tigerbbs.com/af22e71a89c379e39f39dd36b6f94bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499057208266066","authorIdStr":"3499057208266066"},"themes":[],"htmlText":"拭目以待～","listText":"拭目以待～","text":"拭目以待～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352894606782680","repostId":"1135150259","repostType":2,"repost":{"id":"1135150259","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":1727163455,"share":"https://ttm.financial/m/news/1135150259?lang=&edition=full","pubTime":"2024-09-24 15:37","market":"hk","language":"zh","title":"彻底引爆！中国资产，罕见\"大场面\"！","url":"https://stock-news.laohu8.com/highlight/detail?id=1135150259","media":"券商中国","summary":"中国资产迎来近期极为罕见的“大场面”。中信建投陈果认为，目前，底部已经确立。罕见“大场面”已经很久没有见过上证指数这样拉升了。而与此同时，A50和创业板指均一度大涨超5%。另一方面，汇率市场亦出现大涨行情，离岸人民币兑美元一度涨超260点。证监会将发布促进中长期资金入市意见。延长两项房地产金融政策文件的期限，央行支持收购房企存量土地等措施也将改善地产链基本面，提振市场信心。","content":"<html><head></head><body><p>真是久旱逢甘露！</p><p>今天，上证指数百点长阳，A50和创业板指均一度大涨超5%，港股市场集体大爆发，离岸人民币兑美元一度狂拉超260点。中国资产迎来近期极为罕见的“大场面”。那么，在这种涨幅之下，是否还有上车机会？</p><p>中信建投陈果认为，目前，底部已经确立。今日央行、证监会大招拉开了重磅政策出台的序幕，吹响了A股反攻的号角。对此，判断政策为“先货币再财政”，市场“先反弹后反转”。</p><p>分析人士认为，创设结构性货币政策工具支持资本市场、允许非银机构从央行获取流动性其中一项是证券、基金、保险公司互换便利，支持证券、基金、保险公司使用自身拥有债券、股票ETF、沪深300成份股作为抵押，从中央银行换入国债、央行票据等高流动性资产。能显著提升市场的流动性，而且此次亦是多年之后，再次提升资本市场杠杆水平，市场情绪与之前的救市会有不一样。</p><p><strong>罕见“大场面”</strong></p><p>已经很久没有见过上证指数这样拉升了。今天下午开盘，上证指数直线拉升，一度涨超100点。而与此同时，A50和创业板指均一度大涨超5%。更值得注意的是，今日盘面上涨个股一度超过5000只，而且成交量明显放大。这意味着有大量的增量资金进场抄底。而且随着多头情绪的不断强化，进场资金都是在往高处买，进而推动指数进一步上扬。</p><p>港股市场也是集体大爆发。午后，恒生科技指数涨幅一度扩大至5%，恒生指数一度涨近4%逼近19000点关口。恒生行业指数全线拉升，消费、大金融、科技股领涨，招商银行大涨11%。</p><p>另一方面，汇率市场亦出现大涨行情，离岸人民币兑美元一度涨超260点。而且，这是发生在美元指数上涨的背景之下。这意味着，无论是内资还是外资都已经认可了此次利好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82635a412006b13f1ad4264691e03f82\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"318\"/></p><p>分析人士认为，在目前这种情况之下，行情显然不会那么快结束，后续若调整依然有参与价值。而且，从个股的结构来看，近期市场有两个明显的变化，那就是：被资金布局的个股在明显增加，走多头格局的个股也在明显增加。而另一方面，在并购政策得以优化的背景之下，不少股票外延式增长的空间也已经打开，这会吸引更多的资金进行布局。从这个角度来看，后续的参与价值依然存在。</p><p><strong>潜力有多大？</strong></p><p>那么，在这种背景之下，是否还能上车？</p><p>此前喊出“底部将至”的中信建投策略分析师陈果认为，底部已确立，回调就是给机会。他认为央行、证监会政策组合拳的实际影响主要有三：</p><p>一是风险偏好：政策信号明确，市场风险偏好首先得到改善。降低存款准备金率和政策利率释放流动性，有望和未来财政发力一起形成组合拳支撑四季度经济。降低存量房贷利率回应市场关切，相当于用商业银行的钱补贴居民，政策思路转变能够提振投资者信心。创设新的政策工具，支持股票市场发展，发出了政策层支持股票市场的明确信号，进一步提升市场风险偏好。</p><p>二是流动性：A股有望迎来新一批增量资金，具体效果尚待观察。证监会将发布促进中长期资金入市意见。而从潘功胜此次表态来看，A股有望在央行支持下迎来三大增量资金：央行首次创设货币政策结构性政策支持资本市场，其中证券、基金、保险公司互换便利，首期操作规模5000亿元，未来可视情况扩大规模；创设股票回购增持再贷款，利率2.25%，首期规模3000亿元，如果这项工作做得好，后续可以追加；平准基金正在研究。从前两大工具首期规模来看，有望带来8000亿元增量资金，但具体落地效果尚待观察（额度不一定能用完），以当前A股的资金面情况，如果能超过5000亿元将形成重磅利好，推动A股大幅反弹。</p><p>三是基本面：有望提振居民消费和缓解地产链压力。降息的刺激效果尚待观察，但存量房贷利率平均每年减少家庭利息支出1500亿元左右，能够大量转换成消费力，为社零疲软注入强心针。延长两项房地产金融政策文件的期限，央行支持收购房企存量土地等措施也将改善地产链基本面，提振市场信心。</p><p>从实体层面来看，中信证券认为，到2024年年底，我国新发放按揭贷款利率将降低到3%左右。假设需要承担100万元按揭贷款的居民因为2024年以来的政策，适用利率下降70个BP，从3.7%下降到了3%，测算相关居民的月供负担有望下降6%（按20年等额本息测算），再配合近期房价下降，这有望增强自住需求释放的可能性。另外，延长金融十六条和物业经营贷政策有效期，增加保障性住房再贷款的人民银行出资比例，则有利于打赢保交房的攻坚战，有助于房地产金融秩序的稳定。总而言之，新政有助于刺激居民自住需求释放，有助于维稳房地产市场运行，但房价能否止跌仍然存在不确定性。</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n彻底引爆！中国资产，罕见\"大场面\"！\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\">2024-09-24 15:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>真是久旱逢甘露！</p><p>今天，上证指数百点长阳，A50和创业板指均一度大涨超5%，港股市场集体大爆发，离岸人民币兑美元一度狂拉超260点。中国资产迎来近期极为罕见的“大场面”。那么，在这种涨幅之下，是否还有上车机会？</p><p>中信建投陈果认为，目前，底部已经确立。今日央行、证监会大招拉开了重磅政策出台的序幕，吹响了A股反攻的号角。对此，判断政策为“先货币再财政”，市场“先反弹后反转”。</p><p>分析人士认为，创设结构性货币政策工具支持资本市场、允许非银机构从央行获取流动性其中一项是证券、基金、保险公司互换便利，支持证券、基金、保险公司使用自身拥有债券、股票ETF、沪深300成份股作为抵押，从中央银行换入国债、央行票据等高流动性资产。能显著提升市场的流动性，而且此次亦是多年之后，再次提升资本市场杠杆水平，市场情绪与之前的救市会有不一样。</p><p><strong>罕见“大场面”</strong></p><p>已经很久没有见过上证指数这样拉升了。今天下午开盘，上证指数直线拉升，一度涨超100点。而与此同时，A50和创业板指均一度大涨超5%。更值得注意的是，今日盘面上涨个股一度超过5000只，而且成交量明显放大。这意味着有大量的增量资金进场抄底。而且随着多头情绪的不断强化，进场资金都是在往高处买，进而推动指数进一步上扬。</p><p>港股市场也是集体大爆发。午后，恒生科技指数涨幅一度扩大至5%，恒生指数一度涨近4%逼近19000点关口。恒生行业指数全线拉升，消费、大金融、科技股领涨，招商银行大涨11%。</p><p>另一方面，汇率市场亦出现大涨行情，离岸人民币兑美元一度涨超260点。而且，这是发生在美元指数上涨的背景之下。这意味着，无论是内资还是外资都已经认可了此次利好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82635a412006b13f1ad4264691e03f82\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"318\"/></p><p>分析人士认为，在目前这种情况之下，行情显然不会那么快结束，后续若调整依然有参与价值。而且，从个股的结构来看，近期市场有两个明显的变化，那就是：被资金布局的个股在明显增加，走多头格局的个股也在明显增加。而另一方面，在并购政策得以优化的背景之下，不少股票外延式增长的空间也已经打开，这会吸引更多的资金进行布局。从这个角度来看，后续的参与价值依然存在。</p><p><strong>潜力有多大？</strong></p><p>那么，在这种背景之下，是否还能上车？</p><p>此前喊出“底部将至”的中信建投策略分析师陈果认为，底部已确立，回调就是给机会。他认为央行、证监会政策组合拳的实际影响主要有三：</p><p>一是风险偏好：政策信号明确，市场风险偏好首先得到改善。降低存款准备金率和政策利率释放流动性，有望和未来财政发力一起形成组合拳支撑四季度经济。降低存量房贷利率回应市场关切，相当于用商业银行的钱补贴居民，政策思路转变能够提振投资者信心。创设新的政策工具，支持股票市场发展，发出了政策层支持股票市场的明确信号，进一步提升市场风险偏好。</p><p>二是流动性：A股有望迎来新一批增量资金，具体效果尚待观察。证监会将发布促进中长期资金入市意见。而从潘功胜此次表态来看，A股有望在央行支持下迎来三大增量资金：央行首次创设货币政策结构性政策支持资本市场，其中证券、基金、保险公司互换便利，首期操作规模5000亿元，未来可视情况扩大规模；创设股票回购增持再贷款，利率2.25%，首期规模3000亿元，如果这项工作做得好，后续可以追加；平准基金正在研究。从前两大工具首期规模来看，有望带来8000亿元增量资金，但具体落地效果尚待观察（额度不一定能用完），以当前A股的资金面情况，如果能超过5000亿元将形成重磅利好，推动A股大幅反弹。</p><p>三是基本面：有望提振居民消费和缓解地产链压力。降息的刺激效果尚待观察，但存量房贷利率平均每年减少家庭利息支出1500亿元左右，能够大量转换成消费力，为社零疲软注入强心针。延长两项房地产金融政策文件的期限，央行支持收购房企存量土地等措施也将改善地产链基本面，提振市场信心。</p><p>从实体层面来看，中信证券认为，到2024年年底，我国新发放按揭贷款利率将降低到3%左右。假设需要承担100万元按揭贷款的居民因为2024年以来的政策，适用利率下降70个BP，从3.7%下降到了3%，测算相关居民的月供负担有望下降6%（按20年等额本息测算），再配合近期房价下降，这有望增强自住需求释放的可能性。另外，延长金融十六条和物业经营贷政策有效期，增加保障性住房再贷款的人民银行出资比例，则有利于打赢保交房的攻坚战，有助于房地产金融秩序的稳定。总而言之，新政有助于刺激居民自住需求释放，有助于维稳房地产市场运行，但房价能否止跌仍然存在不确定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135150259","content_text":"真是久旱逢甘露！今天，上证指数百点长阳，A50和创业板指均一度大涨超5%，港股市场集体大爆发，离岸人民币兑美元一度狂拉超260点。中国资产迎来近期极为罕见的“大场面”。那么，在这种涨幅之下，是否还有上车机会？中信建投陈果认为，目前，底部已经确立。今日央行、证监会大招拉开了重磅政策出台的序幕，吹响了A股反攻的号角。对此，判断政策为“先货币再财政”，市场“先反弹后反转”。分析人士认为，创设结构性货币政策工具支持资本市场、允许非银机构从央行获取流动性其中一项是证券、基金、保险公司互换便利，支持证券、基金、保险公司使用自身拥有债券、股票ETF、沪深300成份股作为抵押，从中央银行换入国债、央行票据等高流动性资产。能显著提升市场的流动性，而且此次亦是多年之后，再次提升资本市场杠杆水平，市场情绪与之前的救市会有不一样。罕见“大场面”已经很久没有见过上证指数这样拉升了。今天下午开盘，上证指数直线拉升，一度涨超100点。而与此同时，A50和创业板指均一度大涨超5%。更值得注意的是，今日盘面上涨个股一度超过5000只，而且成交量明显放大。这意味着有大量的增量资金进场抄底。而且随着多头情绪的不断强化，进场资金都是在往高处买，进而推动指数进一步上扬。港股市场也是集体大爆发。午后，恒生科技指数涨幅一度扩大至5%，恒生指数一度涨近4%逼近19000点关口。恒生行业指数全线拉升，消费、大金融、科技股领涨，招商银行大涨11%。另一方面，汇率市场亦出现大涨行情，离岸人民币兑美元一度涨超260点。而且，这是发生在美元指数上涨的背景之下。这意味着，无论是内资还是外资都已经认可了此次利好。分析人士认为，在目前这种情况之下，行情显然不会那么快结束，后续若调整依然有参与价值。而且，从个股的结构来看，近期市场有两个明显的变化，那就是：被资金布局的个股在明显增加，走多头格局的个股也在明显增加。而另一方面，在并购政策得以优化的背景之下，不少股票外延式增长的空间也已经打开，这会吸引更多的资金进行布局。从这个角度来看，后续的参与价值依然存在。潜力有多大？那么，在这种背景之下，是否还能上车？此前喊出“底部将至”的中信建投策略分析师陈果认为，底部已确立，回调就是给机会。他认为央行、证监会政策组合拳的实际影响主要有三：一是风险偏好：政策信号明确，市场风险偏好首先得到改善。降低存款准备金率和政策利率释放流动性，有望和未来财政发力一起形成组合拳支撑四季度经济。降低存量房贷利率回应市场关切，相当于用商业银行的钱补贴居民，政策思路转变能够提振投资者信心。创设新的政策工具，支持股票市场发展，发出了政策层支持股票市场的明确信号，进一步提升市场风险偏好。二是流动性：A股有望迎来新一批增量资金，具体效果尚待观察。证监会将发布促进中长期资金入市意见。而从潘功胜此次表态来看，A股有望在央行支持下迎来三大增量资金：央行首次创设货币政策结构性政策支持资本市场，其中证券、基金、保险公司互换便利，首期操作规模5000亿元，未来可视情况扩大规模；创设股票回购增持再贷款，利率2.25%，首期规模3000亿元，如果这项工作做得好，后续可以追加；平准基金正在研究。从前两大工具首期规模来看，有望带来8000亿元增量资金，但具体落地效果尚待观察（额度不一定能用完），以当前A股的资金面情况，如果能超过5000亿元将形成重磅利好，推动A股大幅反弹。三是基本面：有望提振居民消费和缓解地产链压力。降息的刺激效果尚待观察，但存量房贷利率平均每年减少家庭利息支出1500亿元左右，能够大量转换成消费力，为社零疲软注入强心针。延长两项房地产金融政策文件的期限，央行支持收购房企存量土地等措施也将改善地产链基本面，提振市场信心。从实体层面来看，中信证券认为，到2024年年底，我国新发放按揭贷款利率将降低到3%左右。假设需要承担100万元按揭贷款的居民因为2024年以来的政策，适用利率下降70个BP，从3.7%下降到了3%，测算相关居民的月供负担有望下降6%（按20年等额本息测算），再配合近期房价下降，这有望增强自住需求释放的可能性。另外，延长金融十六条和物业经营贷政策有效期，增加保障性住房再贷款的人民银行出资比例，则有利于打赢保交房的攻坚战，有助于房地产金融秩序的稳定。总而言之，新政有助于刺激居民自住需求释放，有助于维稳房地产市场运行，但房价能否止跌仍然存在不确定性。","news_type":1,"symbols_score_info":{"000001.SH":1.1,"HSI":1.1}},"isVote":1,"tweetType":1,"viewCount":1807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666927324,"gmtCreate":1665383264968,"gmtModify":1665383268791,"author":{"id":"3499057208266066","authorId":"3499057208266066","name":"哦买噶啦","avatar":"https://static.tigerbbs.com/af22e71a89c379e39f39dd36b6f94bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499057208266066","authorIdStr":"3499057208266066"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2210(CNmain)$</a>哈哈，太搞笑了😆","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2210(CNmain)$</a>哈哈，太搞笑了😆","text":"$A50指数主连 2210(CNmain)$哈哈，太搞笑了😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666927324","isVote":1,"tweetType":1,"viewCount":2298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190274490,"gmtCreate":1620628836610,"gmtModify":1620628836610,"author":{"id":"3499057208266066","authorId":"3499057208266066","name":"哦买噶啦","avatar":"https://static.tigerbbs.com/af22e71a89c379e39f39dd36b6f94bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499057208266066","authorIdStr":"3499057208266066"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$&nbsp;</a>做空真的赚钱","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$&nbsp;</a>做空真的赚钱","text":"$A50指数主连(CNmain)$ 做空真的赚钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190274490","isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334088701,"gmtCreate":1610673178403,"gmtModify":1703746111277,"author":{"id":"3499057208266066","authorId":"3499057208266066","name":"哦买噶啦","avatar":"https://static.tigerbbs.com/af22e71a89c379e39f39dd36b6f94bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499057208266066","authorIdStr":"3499057208266066"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$&nbsp;</a>都是等国内开盘的时候就开始下跌！","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$&nbsp;</a>都是等国内开盘的时候就开始下跌！","text":"$A50指数主连(CNmain)$ 都是等国内开盘的时候就开始下跌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334088701","isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623510899,"gmtCreate":1671514510012,"gmtModify":1671516878338,"author":{"id":"3499057208266066","authorId":"3499057208266066","name":"哦买噶啦","avatar":"https://static.tigerbbs.com/af22e71a89c379e39f39dd36b6f94bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499057208266066","authorIdStr":"3499057208266066"},"themes":[],"htmlText":"软骨头","listText":"软骨头","text":"软骨头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623510899","repostId":"1171728292","repostType":2,"repost":{"id":"1171728292","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1671512656,"share":"https://ttm.financial/m/news/1171728292?lang=&edition=full","pubTime":"2022-12-20 13:04","market":"other","language":"zh","title":"恒生科技指数跌幅扩大至4%，哔哩哔哩跌近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171728292","media":"老虎资讯综合","summary":"12月20日，恒生科技指数跌幅扩大至4%；哔哩哔哩-W跌近8%，快手-W跌5.7%，阿里巴巴-SW跌4.6%。","content":"<html><head></head><body><p>12月20日，恒生科技指数跌幅扩大至4%；<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>跌近8%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌5.7%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>跌4.6%。</p><p><img src=\"https://static.tigerbbs.com/cfe4ae11b62dcc78b211cda463062b77\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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\" 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13:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月20日，恒生科技指数跌幅扩大至4%；<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>跌近8%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌5.7%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>跌4.6%。</p><p><img src=\"https://static.tigerbbs.com/cfe4ae11b62dcc78b211cda463062b77\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171728292","content_text":"12月20日，恒生科技指数跌幅扩大至4%；哔哩哔哩-W跌近8%，快手-W跌5.7%，阿里巴巴-SW跌4.6%。","news_type":1,"symbols_score_info":{"HSI":0.9,"HSTECH":0.9}},"isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}