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钉子扎出的洞

钉子扎出的洞

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IP属地：天津

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钉子扎出的洞

06-20 22:34

‌$房多多(DUO)$ ‌不会现在还有人做梦吧

钉子扎出的洞

06-16

‌$摩根史坦利中国A股指数基金(CAF)$ ‌假如中美谈判，中国没有稀土，房地产是否能用来作为杀手锏？

钉子扎出的洞

06-16

‌$富时中国50(XX25)$ ‌假如中美谈判，中国没有稀土，房地产是否能用来作为杀手锏？

钉子扎出的洞

06-16

中国对十巨头没有相应的利好政策

高盛：中概股投资前景改善，看好中国“十巨头”

钉子扎出的洞

06-10

‌$房多多(DUO)$ ‌要不深铁也借点钱给房多多，深圳地铁票价太便宜了应该翻50倍。

钉子扎出的洞

06-10

在岸离岸美元也涨了吧

港股异动 | 内房股及物管股集体上行，新城发展涨超6%，保利物业涨超5%

钉子扎出的洞

06-04

经济脱实向虚

泡泡玛特午后涨幅扩大至逾6%续刷新高，总市值突破3300亿港元

钉子扎出的洞

05-16

‌$美元/离岸人民币(USDCNH)$ ‌看跌人民币

钉子扎出的洞

05-14

碧桂园融创绿地金科万科又要找老外投资了？

七部门：支持外商投资境内科技型企业，提高外资在华开展股权投资、创业投资便利性

钉子扎出的洞

05-14

‌$A50指数主连 2505(CNmain)$ ‌券保银酒玩命的拉呀

钉子扎出的洞

05-07

‌$美元/离岸人民币(USDCNH)$ ‌汇率又要回7.3x了

钉子扎出的洞

05-07

如果老美不跟那哈哈哈哈

抱歉，原内容已删除

钉子扎出的洞

05-07

$A50指数主连 2505(CNmain)$ 降息了银行又要承压了

钉子扎出的洞

04-25

‌$内房股(BK1555)$ ‌

钉子扎出的洞

04-24

‌$房多多(DUO)$ ‌‌$内房股(BK1555)$ ‌前阵子是说4月21日降息，没降，现在又开始传开会有房地产利好消息，天天这房地产就靠着各种的小道消息了，天天狠来了总说就没人信了。

钉子扎出的洞

04-17

‌$纳斯达克中国金龙指数(HXC)$ ‌中国砖头宇宙无敌

钉子扎出的洞

04-17

‌$摩根史坦利中国A股指数基金(CAF)$ ‌制造业回流美国，中国房地产代替制造业完成，就差负利率就可以直追日韩了。

钉子扎出的洞

04-03

‌$恒大汽车(00708)$ ‌ 听骗子忽悠让埋了吧

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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高盛：中概股投资前景改善，看好中国“十巨头”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-16 15:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>高盛首席中国股票策略师刘劲津近日发布名为《中国民营企业的回归：潮流已经逆转》的研报指出，在各种宏观、政策和微观因素驱动下，中国民营企业的中期投资前景正在改善。高盛还仿效美股“七巨头”，列出了中国“十巨头”，即高盛特别看好的十大中国民营上市公司。他们分别是：腾讯、阿里巴巴、小米、比亚迪、美团、网易、美的、恒瑞医药、携程和安踏。上述十家公司的总市值达1.6万亿美元，占MSCI中国指数权重的42%，日交易额达110亿美元。</p><p>高盛分析师预计，未来两年“十巨头”的盈利将增长13%（复合年增长率），市盈率为16倍。“十巨头”将共同体现中国人工智能/科技发展、“走出去”、新消费以及提高股东回报等最新经济主题。</p><p>此外，刘劲津特别指出，投资民营企业并不意味着排斥国有企业——高盛重申，其仍偏好于“高质量”的中国国有企业和股东回报组合。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a89c5f3f760cbba3e49a1923d85c3b4c","relate_stocks":{"09988":"阿里巴巴-W","01810":"小米集团-W","00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142419691","content_text":"高盛首席中国股票策略师刘劲津近日发布名为《中国民营企业的回归：潮流已经逆转》的研报指出，在各种宏观、政策和微观因素驱动下，中国民营企业的中期投资前景正在改善。高盛还仿效美股“七巨头”，列出了中国“十巨头”，即高盛特别看好的十大中国民营上市公司。他们分别是：腾讯、阿里巴巴、小米、比亚迪、美团、网易、美的、恒瑞医药、携程和安踏。上述十家公司的总市值达1.6万亿美元，占MSCI中国指数权重的42%，日交易额达110亿美元。高盛分析师预计，未来两年“十巨头”的盈利将增长13%（复合年增长率），市盈率为16倍。“十巨头”将共同体现中国人工智能/科技发展、“走出去”、新消费以及提高股东回报等最新经济主题。此外，刘劲津特别指出，投资民营企业并不意味着排斥国有企业——高盛重申，其仍偏好于“高质量”的中国国有企业和股东回报组合。","news_type":1,"symbols_score_info":{"00700":1.1,"01810":1.1,"09988":1.1}},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444486715892552,"gmtCreate":1749538654076,"gmtModify":1749538655168,"author":{"id":"3553637312692127","authorId":"3553637312692127","name":"钉子扎出的洞","avatar":"https://static.tigerbbs.com/1e5581c72bdb788f9ff5a860f214d1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553637312692127","authorIdStr":"3553637312692127"},"themes":[],"htmlText":"‌<a 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tg-height=\"433\"/></p><p>消息面上，据知情人士透露，新城控股的母公司新城发展正在推进美元发行工作，预计发行额度在2.5亿美元至3亿美元之间。</p><p>知情人士介绍，目前新城方面已经选定四家券商，包括国泰君安国际、海通国际、花旗、中信里昂。</p><p>业内人士称，如果民营房企境外融资重启成功，将释放积极信号，有助于修复国际资本市场对中国民营房企的风险预期，为优质企业提供生存和发展空间，更通过信用修复与资金链改善，助力房地产行业从&#34;保主体&#34;转向&#34;稳发展&#34;。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69cb99414ad545d3e125459e030ab33d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137640403","content_text":"本周二（6月10日）港股盘初，内房股及物管股集体上行， 新城发展 涨超6%， 融创中国 涨5%， 绿城中国 涨近4%， 万科企业 涨超2%：物管股方面， 正荣服务 、 保利物业 均涨超5%， 融创服务 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13:40","market":"hk","language":"zh","title":"泡泡玛特午后涨幅扩大至逾6%续刷新高，总市值突破3300亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1130029554","media":"老虎资讯综合","summary":"6月4日，$泡泡玛特(09992)$午后涨幅扩大至逾6%续刷新高，总市值突破3300亿港元！机构指现象级热潮有望推动二季度收入加速增长。","content":"<html><head></head><body><p>6月4日，<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>午后涨幅扩大至逾6%续刷新高，总市值突破3300亿港元！机构指现象级热潮有望推动二季度收入加速增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/486d5ee7a4b167ba1cdfaa82cbf5b6af\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据报道，5月29日晚，泡泡玛特多个新品发售，其中联名正在热映的电影《星际宝贝史迪奇》的“HACIPUPU史迪奇1/8可动人偶”，上线即秒空。泡泡玛特与哪吒的联名产品也一时卖断货。摩根大通发布研报称，对中国IP产业的乐观前景更有信心，其中泡泡玛特为该行首选，评级“增持”。</p><p style=\"text-align: justify;\">此前泡泡玛特推出的Labubu 3.0系列再度引爆全球潮玩市场。据浦银国际，Labubu已成为当下全球最热门的潮玩IP，在世界各地都受到狂热的追捧。该行预计泡泡玛特5-6月的销售增速有望在4月的基础上持续加速，驱动公司2Q25国内收入增长快于1Q25（同比增长95%-100%）。</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>泡泡玛特午后涨幅扩大至逾6%续刷新高，总市值突破3300亿港元</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; 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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泡泡玛特午后涨幅扩大至逾6%续刷新高，总市值突破3300亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-04 13:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月4日，<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>午后涨幅扩大至逾6%续刷新高，总市值突破3300亿港元！机构指现象级热潮有望推动二季度收入加速增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/486d5ee7a4b167ba1cdfaa82cbf5b6af\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据报道，5月29日晚，泡泡玛特多个新品发售，其中联名正在热映的电影《星际宝贝史迪奇》的“HACIPUPU史迪奇1/8可动人偶”，上线即秒空。泡泡玛特与哪吒的联名产品也一时卖断货。摩根大通发布研报称，对中国IP产业的乐观前景更有信心，其中泡泡玛特为该行首选，评级“增持”。</p><p style=\"text-align: justify;\">此前泡泡玛特推出的Labubu 3.0系列再度引爆全球潮玩市场。据浦银国际，Labubu已成为当下全球最热门的潮玩IP，在世界各地都受到狂热的追捧。该行预计泡泡玛特5-6月的销售增速有望在4月的基础上持续加速，驱动公司2Q25国内收入增长快于1Q25（同比增长95%-100%）。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/30dc37d452f250ce3fb402a1655ca971","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130029554","content_text":"6月4日，泡泡玛特午后涨幅扩大至逾6%续刷新高，总市值突破3300亿港元！机构指现象级热潮有望推动二季度收入加速增长。消息面上，据报道，5月29日晚，泡泡玛特多个新品发售，其中联名正在热映的电影《星际宝贝史迪奇》的“HACIPUPU史迪奇1/8可动人偶”，上线即秒空。泡泡玛特与哪吒的联名产品也一时卖断货。摩根大通发布研报称，对中国IP产业的乐观前景更有信心，其中泡泡玛特为该行首选，评级“增持”。此前泡泡玛特推出的Labubu 3.0系列再度引爆全球潮玩市场。据浦银国际，Labubu已成为当下全球最热门的潮玩IP，在世界各地都受到狂热的追捧。该行预计泡泡玛特5-6月的销售增速有望在4月的基础上持续加速，驱动公司2Q25国内收入增长快于1Q25（同比增长95%-100%）。","news_type":1,"symbols_score_info":{"09992":1.1}},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435684993233632,"gmtCreate":1747377402237,"gmtModify":1747378987610,"author":{"id":"3553637312692127","authorId":"3553637312692127","name":"钉子扎出的洞","avatar":"https://static.tigerbbs.com/1e5581c72bdb788f9ff5a860f214d1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553637312692127","authorIdStr":"3553637312692127"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH)$ &nbsp;</a>‌看跌人民币","listText":"‌<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH)$ &nbsp;</a>‌看跌人民币","text":"‌$美元/离岸人民币(USDCNH)$ ‌看跌人民币","images":[{"img":"https://static.tigerbbs.com/f1befad2c9440ebc8463820c9dbafb1f","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/435684993233632","isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"content":"那就是RMB升值了！","text":"那就是RMB升值了！","html":"那就是RMB升值了！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":434950311690264,"gmtCreate":1747208698593,"gmtModify":1747208700749,"author":{"id":"3553637312692127","authorId":"3553637312692127","name":"钉子扎出的洞","avatar":"https://static.tigerbbs.com/1e5581c72bdb788f9ff5a860f214d1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553637312692127","authorIdStr":"3553637312692127"},"themes":[],"htmlText":"碧桂园融创绿地金科 万科又要找老外投资 了？","listText":"碧桂园融创绿地金科 万科又要找老外投资 了？","text":"碧桂园融创绿地金科 万科又要找老外投资 了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/434950311690264","repostId":"1178324395","repostType":4,"repost":{"id":"1178324395","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":1747208218,"share":"https://www.laohu8.com/m/news/1178324395?lang=&edition=full","pubTime":"2025-05-14 15:36","market":"hk","language":"zh","title":"七部门：支持外商投资境内科技型企业，提高外资在华开展股权投资、创业投资便利性","url":"https://stock-news.laohu8.com/highlight/detail?id=1178324395","media":"老虎资讯综合","summary":"科技部等七部门：支持外商投资境内科技型企业，提高外资在华开展股权投资、创业投资便利性。用好合格境外有限合伙人（QFLP）试点、跨境融资便利化试点政策，拓宽科技型企业跨境融资渠道。支持科技型企业依法依规境外上市。","content":"<html><head></head><body><p>科技部等七部门：支持外商投资境内科技型企业，提高外资在华开展股权投资、创业投资便利性。用好合格境外有限合伙人（QFLP）试点、跨境融资便利化试点政策，拓宽科技型企业跨境融资渠道。支持科技型企业依法依规境外上市。</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>七部门：支持外商投资境内科技型企业，提高外资在华开展股权投资、创业投资便利性</title>\n<style 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‌不会现在还有人做梦吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448117934756272","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335533546901552,"gmtCreate":1722953744994,"gmtModify":1722953747189,"author":{"id":"3553637312692127","authorId":"3553637312692127","name":"钉子扎出的洞","avatar":"https://static.tigerbbs.com/1e5581c72bdb788f9ff5a860f214d1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553637312692127","authorIdStr":"3553637312692127"},"themes":[],"htmlText":"想来抄中国底的别想了中国没有底","listText":"想来抄中国底的别想了中国没有底","text":"想来抄中国底的别想了中国没有底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/335533546901552","repostId":"1123705132","repostType":4,"repost":{"id":"1123705132","kind":"news","pubTimestamp":1722949806,"share":"https://www.laohu8.com/m/news/1123705132?lang=&edition=full","pubTime":"2024-08-06 21:10","market":"us","language":"zh","title":"出乎意料！全球股市崩盘时的“赢家”竟然是这些资产","url":"https://stock-news.laohu8.com/highlight/detail?id=1123705132","media":"智通财经网","summary":"投资者正在重新考虑哪些地方是避风港。","content":"<html><head></head><body><p>周一，全球股市暴跌，只有少数几个有弹性的市场相对未受影响。这些不同寻常的举动表明，随着交易员迅速撤出芯片股和日本股票等曾被视为不错押注的热门资产，投资者正在重新考虑哪些地方可能是最好的避风港。</p><p style=\"text-align: justify;\">以下是周一市场暴跌的一些输家与赢家：</p><p style=\"text-align: justify;\"><strong>避险情绪爆棚，但黄金却下跌</strong></p><p style=\"text-align: justify;\">随着席卷股市的震荡波及原材料市场，大宗商品周一遭受重创。然而，鉴于黄金长期以来作为避险资产的声誉，金价的下跌(现货价格一度下跌3.2%)可能会让一些人感到意外。</p><p style=\"text-align: justify;\">事实上，历史表明，在市场剧烈动荡的时期，黄金往往也会走弱，因为当资产全面下跌时，一些交易员被迫支付意外的追加保证金而减持黄金。高盛仍然非常看好黄金的前景，该公司暗示，这种情况可能在周一的交易中发挥了作用。</p><p style=\"text-align: justify;\">包括Daan Struyven在内的高盛分析师在一份报告中表示，这种贵金属可能“受到更广泛市场暴跌的负面溢出效应的影响，因为投资者会平仓黄金头寸以弥补保证金要求”，同时重申高盛预计黄金在2025年将升至每盎司2700美元的创纪录水平。</p><p style=\"text-align: justify;\"><strong>马来西亚货币林吉特</strong></p><p style=\"text-align: justify;\">虽然澳元、墨西哥比索和南非兰特等关键风险敏感货币兑美元汇率均大幅下跌，但马来西亚林吉特一度创下2015年以来最大单日涨幅，周一表现优于所有新兴市场货币。</p><p style=\"text-align: justify;\">这标志着四面楚歌的林吉特出现了巨大的逆转。今年2月，林吉特兑美元汇率曾跌至1998年以来的最低水平。随着人们对马来西亚经济增长的乐观情绪日益高涨，林吉特现在看来已准备好反弹。马来西亚第二季度GDP超过了所有分析师的预期。外国债券资金流入和技术出口的改善也推动了林吉特的走强。</p><p style=\"text-align: justify;\"><strong>中国发债主体</strong></p><p style=\"text-align: justify;\">几家中国发债人转向成本较低且相对稳定的人民币债券市场发债，而本周其他地区的市场波动极大，连美国高评级债券市场也遭遇挫折。较低的人民币计价债务融资成本正在支撑该行业。数据显示，周二，3个月期香港银行同业离岸人民币拆息(CNH Hibor)跌至2.06%，为三年多来的最低水平。</p><p style=\"text-align: justify;\">周二在离岸人民币市场，地方政府融资平台邳州市产业投资控股集团有限公司拟发行Reg S、3年期、票面利率5%、以人民币计价的高级无抵押债券。与此同时，深圳市人民政府拟在港发行多只Reg S、以人民币计价的高级无抵押债券，拟发行债券包括2年期社会债券、3年期低碳城市主题绿色债券、5年期债券和10年期可持续债券。此前，江苏润鑫城市投资集团有限公司和黄石市国有资产经营有限公司也进行了类似的交易。</p><p style=\"text-align: justify;\"><strong>蒙古股市</strong></p><p style=\"text-align: justify;\">根据彭博数据，追踪该国20家最大公司的蒙古证券交易所20强指数周一收盘上涨1%，成为亚洲唯一上涨的基准指数，也是全球四个上涨的基准指数之一(其他基准指数分别是牙买加、黑山和突尼斯)。煤炭公司Tavantolgoi Jsc和奶制品公司Suu Jsc是该指数中涨幅最大的两家公司。数据显示，自上月底以来，由原材料和消费品公司主导的蒙古股市与MSCI亚太指数的表现呈负相关。</p><p style=\"text-align: justify;\"><strong>香港地产股</strong></p><p style=\"text-align: justify;\">在恒生地产指数的11家开发商中，有9家周一上涨。商场运营商九龙仓置业(01997)是涨幅最大的成份股，涨幅超过6%，为两年多来最大涨幅。其次，新世界(00017)涨超5%，新鸿基地产(00016)涨幅达4%。鉴于香港实行盯住美元的汇率制度，美国降息速度快于预期，将使得香港这个亚洲金融中心紧随美联储步伐。更便宜的抵押贷款可能会刺激更多的购房行为，并给房地产开发商带来提振。离岸人民币汇率周一也升至去年12月以来的最高水平，暗示中国内地买家在不久的将来可能会更多地在香港购物。</p></body></html>","source":"highlight_zhitongcaijin","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>出乎意料！全球股市崩盘时的“赢家”竟然是这些资产</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出乎意料！全球股市崩盘时的“赢家”竟然是这些资产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-06 21:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1160777.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，全球股市暴跌，只有少数几个有弹性的市场相对未受影响。这些不同寻常的举动表明，随着交易员迅速撤出芯片股和日本股票等曾被视为不错押注的热门资产，投资者正在重新考虑哪些地方可能是最好的避风港。以下是周一市场暴跌的一些输家与赢家：避险情绪爆棚，但黄金却下跌随着席卷股市的震荡波及原材料市场，大宗商品周一遭受重创。然而，鉴于黄金长期以来作为避险资产的声誉，金价的下跌(现货价格一度下跌3.2%)可能会让...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1160777.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/1160777.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1123705132","content_text":"周一，全球股市暴跌，只有少数几个有弹性的市场相对未受影响。这些不同寻常的举动表明，随着交易员迅速撤出芯片股和日本股票等曾被视为不错押注的热门资产，投资者正在重新考虑哪些地方可能是最好的避风港。以下是周一市场暴跌的一些输家与赢家：避险情绪爆棚，但黄金却下跌随着席卷股市的震荡波及原材料市场，大宗商品周一遭受重创。然而，鉴于黄金长期以来作为避险资产的声誉，金价的下跌(现货价格一度下跌3.2%)可能会让一些人感到意外。事实上，历史表明，在市场剧烈动荡的时期，黄金往往也会走弱，因为当资产全面下跌时，一些交易员被迫支付意外的追加保证金而减持黄金。高盛仍然非常看好黄金的前景，该公司暗示，这种情况可能在周一的交易中发挥了作用。包括Daan Struyven在内的高盛分析师在一份报告中表示，这种贵金属可能“受到更广泛市场暴跌的负面溢出效应的影响，因为投资者会平仓黄金头寸以弥补保证金要求”，同时重申高盛预计黄金在2025年将升至每盎司2700美元的创纪录水平。马来西亚货币林吉特虽然澳元、墨西哥比索和南非兰特等关键风险敏感货币兑美元汇率均大幅下跌，但马来西亚林吉特一度创下2015年以来最大单日涨幅，周一表现优于所有新兴市场货币。这标志着四面楚歌的林吉特出现了巨大的逆转。今年2月，林吉特兑美元汇率曾跌至1998年以来的最低水平。随着人们对马来西亚经济增长的乐观情绪日益高涨，林吉特现在看来已准备好反弹。马来西亚第二季度GDP超过了所有分析师的预期。外国债券资金流入和技术出口的改善也推动了林吉特的走强。中国发债主体几家中国发债人转向成本较低且相对稳定的人民币债券市场发债，而本周其他地区的市场波动极大，连美国高评级债券市场也遭遇挫折。较低的人民币计价债务融资成本正在支撑该行业。数据显示，周二，3个月期香港银行同业离岸人民币拆息(CNH Hibor)跌至2.06%，为三年多来的最低水平。周二在离岸人民币市场，地方政府融资平台邳州市产业投资控股集团有限公司拟发行Reg S、3年期、票面利率5%、以人民币计价的高级无抵押债券。与此同时，深圳市人民政府拟在港发行多只Reg S、以人民币计价的高级无抵押债券，拟发行债券包括2年期社会债券、3年期低碳城市主题绿色债券、5年期债券和10年期可持续债券。此前，江苏润鑫城市投资集团有限公司和黄石市国有资产经营有限公司也进行了类似的交易。蒙古股市根据彭博数据，追踪该国20家最大公司的蒙古证券交易所20强指数周一收盘上涨1%，成为亚洲唯一上涨的基准指数，也是全球四个上涨的基准指数之一(其他基准指数分别是牙买加、黑山和突尼斯)。煤炭公司Tavantolgoi Jsc和奶制品公司Suu 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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>“杀人诛心”？英伟达盘前大跌，DeepSeek“亲自”给出5点原因</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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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-27 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，英伟达盘前股价暴跌，截至发稿跌幅超11%，消息面上，中国大模型DeepSeek的横空出世引发芯片股估值担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fae74e8da2efeeaad03d683a7bb9a11c\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>有趣的是，DeepSeek大模型“亲自”分析了英伟达股价的波动，给出了5点原因：DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达（GPU需求和投资者信心）造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票，以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b794d5ad7a825f3a59733f0ffd087d4\" title=\"\" tg-width=\"293\" tg-height=\"465\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186521106","content_text":"周一，英伟达盘前股价暴跌，截至发稿跌幅超11%，消息面上，中国大模型DeepSeek的横空出世引发芯片股估值担忧。有趣的是，DeepSeek大模型“亲自”分析了英伟达股价的波动，给出了5点原因：DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达（GPU需求和投资者信心）造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票，以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":8,"crmLevelSwitch":0,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"content":"训练成本省了，访问成本省不下","text":"训练成本省了，访问成本省不下","html":"训练成本省了，访问成本省不下"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446662759617168,"gmtCreate":1750069497013,"gmtModify":1750069782581,"author":{"id":"3553637312692127","authorId":"3553637312692127","name":"钉子扎出的洞","avatar":"https://static.tigerbbs.com/1e5581c72bdb788f9ff5a860f214d1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553637312692127","authorIdStr":"3553637312692127"},"themes":[],"htmlText":"‌<a 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