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Peiji2082
满招损 谦受益
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Peiji2082
2021-12-16
$Lion-OCBC Sec HSTECH S$(HST.SI)$
今天股价创新低后$0.970会弹
Peiji2082
2021-12-08
苹果真牛👍👍
抱歉,原内容已删除
Peiji2082
2021-12-07
$Lion-OCBC Sec HSTECH S$(HST.SI)$
昨天出现大幅下跌而且带天量,今天就出现了破底翻出来到前一天的高点$1.02后闭市🤙🤙👍
Peiji2082
2021-11-29
头痛,变种的病毒株没完没了🥲
抱歉,原内容已删除
Peiji2082
2021-11-27
没完没了的病毒🥲
一文读懂:吓崩市场的南非变异毒株什么来头?
Peiji2082
2021-11-25
全球最牛的公司👍👍👍
抱歉,原内容已删除
Peiji2082
2021-11-10
$陆金所(LU)$
$6.36 陆金所控股今天公布业绩报告显示,三季度营收达159.24亿元,同比增长21.8%。三季度净利润达41.15亿元,经调整同比增幅达18.1%。三季度信贷业务新促成贷款1717亿元,同比增长16.2%,高达80.5%流向小微实体。三季度理财业务历史产品存量资产彻底清零,中高端客户认可度维持高水平,80.8%客户资产来自投资额超30万元客户。
Peiji2082
2021-11-04
$中国银行(03988)$
FY21 Q3 业绩不错哦,持续性的持有此股。
Peiji2082
2021-11-02
Q3 业绩增长不错👍
图解中国银行三季报:第三季度单季净利润同比增13.21%
Peiji2082
2021-10-29
$陆金所(LU)$
创造上市以来的新高低$6.32😅
Peiji2082
2021-10-27
居然这么快就超过$1000[强] [强]
抱歉,原内容已删除
Peiji2082
2021-10-19
$陆金所(LU)$
开低见$6.56后拉开了,并且以全天最高点$6.97闭市,陆金所这一波有可能调整完了准备上升了吗?第一站要站上5日均线才有可能。
Peiji2082
2021-10-15
$陆金所(LU)$
再创新低$6.61
Peiji2082
2021-10-12
$中国航油(新加坡)股份有限公司(G92.SI)$
连续拉升👍👍
Peiji2082
2021-10-05
$陆金所(LU)$
S$6.88 陆金所再创历史新低见6.87
Peiji2082
2021-09-28
$NikkoAM-STC Asia REIT(CFA.SI)$
S$1.101 我国冠病抗疫措施再次收紧打击零售业,分析师认为部分零售和办公房地产投资信托的价格已达到低谷,继续下跌的空间有限,现在反而是买入的时机。
Peiji2082
2021-09-25
终于可以回家了……
抱歉,原内容已删除
Peiji2082
2021-09-24
$Ascott Trust(HMN.SI)$
current price $0.96 have lower than recently private placement $0.983.
Peiji2082
2021-09-19
苹果就是牛,出来新的系列就抢购👍
抱歉,原内容已删除
Peiji2082
2021-09-15
$中国银行(03988)$
HK2.81 股价走势达到近期的新高HK2.90,RSI也来到了一年多以来的79.8。稍微减码入袋唯长期持有此股依然.
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S$(HST.SI)$今天股价创新低后$0.970会弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690111418","isVote":1,"tweetType":1,"viewCount":3089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606439505,"gmtCreate":1638918347020,"gmtModify":1638918348133,"author":{"id":"3558261805301994","authorId":"3558261805301994","name":"Peiji2082","avatar":"https://static.tigerbbs.com/343f304a5501207aa26984592a0c306b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558261805301994","authorIdStr":"3558261805301994"},"themes":[],"htmlText":"苹果真牛👍👍","listText":"苹果真牛👍👍","text":"苹果真牛👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606439505","repostId":"2189674656","repostType":2,"isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606696184,"gmtCreate":1638868302710,"gmtModify":1638868303914,"author":{"id":"3558261805301994","authorId":"3558261805301994","name":"Peiji2082","avatar":"https://static.tigerbbs.com/343f304a5501207aa26984592a0c306b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558261805301994","authorIdStr":"3558261805301994"},"themes":[],"htmlText":"<a 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21:10","market":"sh","language":"zh","title":"一文读懂:吓崩市场的南非变异毒株什么来头?","url":"https://stock-news.laohu8.com/highlight/detail?id=1133856871","media":"华尔街见闻","summary":"新病毒可能由艾滋病人身上变异而来,现有疫苗可能无效。投资者担心,如果新的变种病毒真的比德尔塔病毒凶猛很多倍,那么全球复苏的主线可能因此被打断。\n\n一夜之间,全球市场吓崩了:油价跌超7%,港股跌2.67","content":"<blockquote>\n 新病毒可能由艾滋病人身上变异而来,现有疫苗可能无效。投资者担心,如果新的变种病毒真的比德尔塔病毒凶猛很多倍,那么全球复苏的主线可能因此被打断。\n</blockquote>\n<p>一夜之间,全球市场吓崩了:油价跌超7%,港股跌2.67%,日股跌2.67%,欧股跌4%,美国道指期货跌超2%,恐慌指数飙升15%。</p>\n<p>背后的原因:<b>博茨瓦纳、南非等多国近日报告了一种新型变异新冠病毒,被命名为名为B.1.1.529。</b></p>\n<p>据悉,该病毒由一种旧型变种病毒B.1.1演化而来,最早从博茨瓦纳(Botswana)传出。<b>新变种总共含有超过50个突变,其中,仅刺突蛋白的突变就有30多个,为迄今为止变异最多的新冠变种病毒,其传染力与抗疫苗能力远超Delta变异毒株。</b>世卫组织对此给予了高度关注,将在当地时间周五举行特别会议,正式讨论该毒株。</p>\n<p><img src=\"https://static.tigerbbs.com/fbbacf8e2dba4a9ff1e77eae39413d67\" tg-width=\"941\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p>\n<p><b>面对来势汹汹的南非变异病毒,全球各国政府反应迅速。</b>当地时间10月25日周四,英国已将南非列入旅游“黑名单”。以色列、新加坡等国家也纷纷跟进。</p>\n<p><b>病毒的强势加剧了投资者对未来经济的担忧,市场避险情绪因此在周五迅速升温,投资者开始抛售风险资产并争相涌向避风港。</b></p>\n<p>投资者担心,<b>如果新的变种病毒真的比德尔塔病毒凶猛很多倍,那么全球复苏的主线可能因此被打断。</b></p>\n<p><b>1.新病毒可能由艾滋病人身上变异而来,现有疫苗可能无效</b></p>\n<p>世卫组织首席科学家 Soumya Swaminathan 表示,这种新变异“<b>在刺突蛋白中有许多令人担忧的突变</b>”。刺突蛋白不仅是是病毒用来打开我们身体细胞大门的钥匙,也是大多数疫苗的作用目标。</p>\n<p>不过,现在就过度担忧或许还为之过早。<b>由于对该毒株了解不够,世卫组织将在当地时间周五举行特别会议,正式讨论该变异毒株,并决定其受关注的等级。</b>在此前的一份声明中,世界卫生组织表示:</p>\n<blockquote>\n “早期分析表明,这种变异存在大量突变,需要并将进行进一步研究。”\n</blockquote>\n<p><b>就该病毒是如何产生的这一问题,如今尚未定论。</b>不过,<b>考虑到南非是全球最大的艾滋病患者集中地,有科学家给出了自己的推测。</b></p>\n<p>据彭博社,伦敦大学学院遗传学研究所的一位科学家认为,<b>考虑到南非有超过820万艾滋病患者群体</b>,<b>该变种病毒或在未经治疗的艾滋病患者体内完成了变异过程。</b></p>\n<p><b>这种程度的突变极有可能来自于某个单一感染者,而且这位患者在感染后未能战胜病毒。</b></p>\n<p>当然,突变多并不意味着就一定是坏消息,后续对这些突变的研究还非常重要。</p>\n<p>不过英国BBC表示,这次的新病毒变体与此前全球流行的主流变体差别极大,这可能意味着现有疫苗会对其失效。</p>\n<p><b>2. 传播速度快,政府反应更快</b></p>\n<p>截至周四,<b>南非已发现近 100 例病例,该变种病毒已成为新感染病例中的主要毒株。</b></p>\n<p>在昨日的媒体简报会上,华盛顿大学全球健康教授 Tulio de Oliveira 表示,据早期的 PCR 检测结果,南非在周三新增的1100例新病例中,约有90%的病例可能由该变种引起。此前,经基因组测序和其他遗传分析,Tulio de Oliveira 团队发现,仅在11月12日至20日期间从豪登省收集的77个病毒样本中,全部都是由B.1.1.529变异造成的。此外,数百个样本的分析工作还在进行中。</p>\n<p>该病毒的扩散速度也不容小觑,11月25日,该病毒首次在出现。在香港大学基因组测序分析后,香港记录到两例B.1.1.529冠状病毒变体。其中,一名游客本月从南非抵达,另一名游客来自加拿大,他们在同一隔离酒店的同一层中。</p>\n<p><b>为防止疫情卷土重来给经济造成的沉重打击,全球各国政府反应迅速,纷纷做出了应对措施。</b></p>\n<p>11月26日,英国卫生大臣 Sajid Javid 宣布,将临时禁飞来自南非和其五个邻国的航班;新加坡宣布对在过去 14 天内去过南非和其附近国家的人限制入境;以色列也在周四晚间采取行动;日本内阁官房长官松野弘和曾上周五表示,日本政府正在收集信息,“如果情况恶化,感染扩大,那么政府将迅速作出反应”。</p>\n<p><b>3. 市场反应:经济复苏困难加剧 避险情绪迅速升温</b></p>\n<p>前文提及,刺突蛋白上有32个突变的南非变异毒株,其威力远超此前威力最大的Delta变异毒株。因此,<b>科学家近日对其强大的抗疫苗能力与传播速度愈发担忧。</b></p>\n<p><b>随着越来越多的投资者了解到了该病毒,对经济复苏的担忧和对金融市场的恐慌情绪在市场上迅速发酵。</b></p>\n<p>考虑到各国政府此前应对疫情的经验,<b>若疫苗对该变异毒株几乎无效,那么诸如封锁隔离等应对政策或将沉重打击消费者活动,并加剧一限制工业产出的供应链问题,让世界经济的复苏之路上充满荆棘。</b>即便疫苗对病毒效果显著,由于政府的短期管控措施,航运、旅游业也将收到打击。</p>\n<p>此外,<b>在新冠疫情期大放水的各发达国家央行,在如今通货膨胀的屡创新高与利率的大幅波动的环境里已经没有了货币政策的操作空间。</b></p>\n<p>华尔街见闻提及,<b>如今,市场风险不断提高</b>,众多华尔街分析师都认为当下正处在一个<b>“最非传统的周期”,“极不可能遵循常规路径”,市场很有可能在不远的未来迎来“利率冲击”。</b></p>\n<p>在这一背景下,<b>变异病毒的来袭更是火上浇油,导致市场恐慌恐慌加剧。</b>反映到量化指标上,自11月16日来不断走高的<b> Cboe 波动率指数(VIX)在今日暴涨。截至发稿,VIX波动率指数大涨38.43%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/8bb0667500d97985828083936359687a\" tg-width=\"917\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p>\n<p><b>在这一背景下,即便如今人们对该变体的具体信息知之甚少,投资人仍迅速采取行动。强烈的避险情绪使得作为传统避险资产的美国国债和日元被推高;与之形成对比的是,风险资产表现惨淡。</b>亚股及美股期货受避险情绪影响及原油回落拖累下挫,南非兰特跌至一年来的最低点。</p>\n<p><img src=\"https://static.tigerbbs.com/cf7025f85f69dc143155444e1961077b\" tg-width=\"907\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p><b>1)风险资产被抛售</b></p>\n<p>在新变种病毒的来袭的背景下,投资者迅速做出反应,全球期货与亚洲各航空公司股票和旅游股最先受到波及。</p>\n<p><b>截至发稿,全球各大主要股指期货纷纷下挫。</b></p>\n<p>美股三大股指期货纷纷走低,道琼斯指数期货下跌2.18%;标普500股指期货下跌1.71%,纳斯达克100股指期货下跌近1%。</p>\n<p><img src=\"https://static.tigerbbs.com/4c90e64489e851e5f7110677a30559a0\" tg-width=\"909\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n<p>受此影响,A股航空板块今日表现不佳,华夏航空下跌2.48%,春秋航空下跌1.48%,南方航空下跌1.38%。</p>\n<p><img src=\"https://static.tigerbbs.com/d3b4e8033ed62347357e81f2652be0f6\" tg-width=\"467\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p>\n<p>同时,在OPEC+于下周举行新一轮会议商讨产量计划前,<b>疫情卷土重来的压力导致人们对能源需求的信心受到剧烈打击,这导致油价今日暴跌。</b></p>\n<p>截至发稿,布伦特原油下跌5.65%,报76.35美元/桶;WTI原油重挫6.79%,报73.07美元/桶。</p>\n<p><img src=\"https://static.tigerbbs.com/041fc7714dce140e225396963434da9f\" tg-width=\"638\" tg-height=\"146\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2)避险资产大受欢迎</b></p>\n<p><b>作为避险资产,全球主要国家的10年期债券今日均迎来大涨。</b></p>\n<p><b>截至发稿,美国两年期国债收益率下跌15个基点至0.491%;作为全球债券基准的10年期美国国债收益率下跌12个基点至1.521%。</b></p>\n<p><b>此外,由于变异病毒影响,交易员押注欧洲央行将削减加息幅度,德国10年期国债收益率在负利率的情况下继续下跌7个基点,报-0.321%;中国、英国、日本等国家10年期国债收益率也纷纷下跌。</b></p>\n<p><img src=\"https://static.tigerbbs.com/29a02366bc7039142032eba9270c4dda\" tg-width=\"443\" tg-height=\"314\" referrerpolicy=\"no-referrer\"></p>\n<p>此外,<b>作为传统避险资产的日元,今日大受欢迎</b>,对各主要货币的汇率纷纷走高。</p>\n<p><img src=\"https://static.tigerbbs.com/3e7eb9596db0aa5ac3227bed30c09893\" tg-width=\"871\" tg-height=\"567\" referrerpolicy=\"no-referrer\"></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>一文读懂:吓崩市场的南非变异毒株什么来头?</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一文读懂:吓崩市场的南非变异毒株什么来头?\n</h2>\n\n<h4 class=\"meta\">\n\n2021-11-26 21:10 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新病毒可能由艾滋病人身上变异而来,现有疫苗可能无效。投资者担心,如果新的变种病毒真的比德尔塔病毒凶猛很多倍,那么全球复苏的主线可能因此被打断。\n\n一夜之间,全球市场吓崩了:油价跌超7%,港股跌2.67%,日股跌2.67%,欧股跌4%,美国道指期货跌超2%,恐慌指数飙升15%。\n背后的原因:博茨瓦纳、南非等多国近日报告了一种新型变异新冠病毒,被命名为名为B.1.1.529。\n据悉,该病毒由一种旧型...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/723fc7ce14c04d8d7e21d80a2b1393b7","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133856871","content_text":"新病毒可能由艾滋病人身上变异而来,现有疫苗可能无效。投资者担心,如果新的变种病毒真的比德尔塔病毒凶猛很多倍,那么全球复苏的主线可能因此被打断。\n\n一夜之间,全球市场吓崩了:油价跌超7%,港股跌2.67%,日股跌2.67%,欧股跌4%,美国道指期货跌超2%,恐慌指数飙升15%。\n背后的原因:博茨瓦纳、南非等多国近日报告了一种新型变异新冠病毒,被命名为名为B.1.1.529。\n据悉,该病毒由一种旧型变种病毒B.1.1演化而来,最早从博茨瓦纳(Botswana)传出。新变种总共含有超过50个突变,其中,仅刺突蛋白的突变就有30多个,为迄今为止变异最多的新冠变种病毒,其传染力与抗疫苗能力远超Delta变异毒株。世卫组织对此给予了高度关注,将在当地时间周五举行特别会议,正式讨论该毒株。\n\n面对来势汹汹的南非变异病毒,全球各国政府反应迅速。当地时间10月25日周四,英国已将南非列入旅游“黑名单”。以色列、新加坡等国家也纷纷跟进。\n病毒的强势加剧了投资者对未来经济的担忧,市场避险情绪因此在周五迅速升温,投资者开始抛售风险资产并争相涌向避风港。\n投资者担心,如果新的变种病毒真的比德尔塔病毒凶猛很多倍,那么全球复苏的主线可能因此被打断。\n1.新病毒可能由艾滋病人身上变异而来,现有疫苗可能无效\n世卫组织首席科学家 Soumya Swaminathan 表示,这种新变异“在刺突蛋白中有许多令人担忧的突变”。刺突蛋白不仅是是病毒用来打开我们身体细胞大门的钥匙,也是大多数疫苗的作用目标。\n不过,现在就过度担忧或许还为之过早。由于对该毒株了解不够,世卫组织将在当地时间周五举行特别会议,正式讨论该变异毒株,并决定其受关注的等级。在此前的一份声明中,世界卫生组织表示:\n\n “早期分析表明,这种变异存在大量突变,需要并将进行进一步研究。”\n\n就该病毒是如何产生的这一问题,如今尚未定论。不过,考虑到南非是全球最大的艾滋病患者集中地,有科学家给出了自己的推测。\n据彭博社,伦敦大学学院遗传学研究所的一位科学家认为,考虑到南非有超过820万艾滋病患者群体,该变种病毒或在未经治疗的艾滋病患者体内完成了变异过程。\n这种程度的突变极有可能来自于某个单一感染者,而且这位患者在感染后未能战胜病毒。\n当然,突变多并不意味着就一定是坏消息,后续对这些突变的研究还非常重要。\n不过英国BBC表示,这次的新病毒变体与此前全球流行的主流变体差别极大,这可能意味着现有疫苗会对其失效。\n2. 传播速度快,政府反应更快\n截至周四,南非已发现近 100 例病例,该变种病毒已成为新感染病例中的主要毒株。\n在昨日的媒体简报会上,华盛顿大学全球健康教授 Tulio de Oliveira 表示,据早期的 PCR 检测结果,南非在周三新增的1100例新病例中,约有90%的病例可能由该变种引起。此前,经基因组测序和其他遗传分析,Tulio de Oliveira 团队发现,仅在11月12日至20日期间从豪登省收集的77个病毒样本中,全部都是由B.1.1.529变异造成的。此外,数百个样本的分析工作还在进行中。\n该病毒的扩散速度也不容小觑,11月25日,该病毒首次在出现。在香港大学基因组测序分析后,香港记录到两例B.1.1.529冠状病毒变体。其中,一名游客本月从南非抵达,另一名游客来自加拿大,他们在同一隔离酒店的同一层中。\n为防止疫情卷土重来给经济造成的沉重打击,全球各国政府反应迅速,纷纷做出了应对措施。\n11月26日,英国卫生大臣 Sajid Javid 宣布,将临时禁飞来自南非和其五个邻国的航班;新加坡宣布对在过去 14 天内去过南非和其附近国家的人限制入境;以色列也在周四晚间采取行动;日本内阁官房长官松野弘和曾上周五表示,日本政府正在收集信息,“如果情况恶化,感染扩大,那么政府将迅速作出反应”。\n3. 市场反应:经济复苏困难加剧 避险情绪迅速升温\n前文提及,刺突蛋白上有32个突变的南非变异毒株,其威力远超此前威力最大的Delta变异毒株。因此,科学家近日对其强大的抗疫苗能力与传播速度愈发担忧。\n随着越来越多的投资者了解到了该病毒,对经济复苏的担忧和对金融市场的恐慌情绪在市场上迅速发酵。\n考虑到各国政府此前应对疫情的经验,若疫苗对该变异毒株几乎无效,那么诸如封锁隔离等应对政策或将沉重打击消费者活动,并加剧一限制工业产出的供应链问题,让世界经济的复苏之路上充满荆棘。即便疫苗对病毒效果显著,由于政府的短期管控措施,航运、旅游业也将收到打击。\n此外,在新冠疫情期大放水的各发达国家央行,在如今通货膨胀的屡创新高与利率的大幅波动的环境里已经没有了货币政策的操作空间。\n华尔街见闻提及,如今,市场风险不断提高,众多华尔街分析师都认为当下正处在一个“最非传统的周期”,“极不可能遵循常规路径”,市场很有可能在不远的未来迎来“利率冲击”。\n在这一背景下,变异病毒的来袭更是火上浇油,导致市场恐慌恐慌加剧。反映到量化指标上,自11月16日来不断走高的 Cboe 波动率指数(VIX)在今日暴涨。截至发稿,VIX波动率指数大涨38.43%。\n\n在这一背景下,即便如今人们对该变体的具体信息知之甚少,投资人仍迅速采取行动。强烈的避险情绪使得作为传统避险资产的美国国债和日元被推高;与之形成对比的是,风险资产表现惨淡。亚股及美股期货受避险情绪影响及原油回落拖累下挫,南非兰特跌至一年来的最低点。\n\n1)风险资产被抛售\n在新变种病毒的来袭的背景下,投资者迅速做出反应,全球期货与亚洲各航空公司股票和旅游股最先受到波及。\n截至发稿,全球各大主要股指期货纷纷下挫。\n美股三大股指期货纷纷走低,道琼斯指数期货下跌2.18%;标普500股指期货下跌1.71%,纳斯达克100股指期货下跌近1%。\n\n受此影响,A股航空板块今日表现不佳,华夏航空下跌2.48%,春秋航空下跌1.48%,南方航空下跌1.38%。\n\n同时,在OPEC+于下周举行新一轮会议商讨产量计划前,疫情卷土重来的压力导致人们对能源需求的信心受到剧烈打击,这导致油价今日暴跌。\n截至发稿,布伦特原油下跌5.65%,报76.35美元/桶;WTI原油重挫6.79%,报73.07美元/桶。\n\n2)避险资产大受欢迎\n作为避险资产,全球主要国家的10年期债券今日均迎来大涨。\n截至发稿,美国两年期国债收益率下跌15个基点至0.491%;作为全球债券基准的10年期美国国债收益率下跌12个基点至1.521%。\n此外,由于变异病毒影响,交易员押注欧洲央行将削减加息幅度,德国10年期国债收益率在负利率的情况下继续下跌7个基点,报-0.321%;中国、英国、日本等国家10年期国债收益率也纷纷下跌。\n\n此外,作为传统避险资产的日元,今日大受欢迎,对各主要货币的汇率纷纷走高。","news_type":1,"symbols_score_info":{"BZmain":0.9,"CLmain":0.9,"ESmain":0.9,"MCLmain":0.9,"NQmain":0.9,"YMmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874487577,"gmtCreate":1637811927258,"gmtModify":1637812443670,"author":{"id":"3558261805301994","authorId":"3558261805301994","name":"Peiji2082","avatar":"https://static.tigerbbs.com/343f304a5501207aa26984592a0c306b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558261805301994","authorIdStr":"3558261805301994"},"themes":[],"htmlText":"全球最牛的公司👍👍👍","listText":"全球最牛的公司👍👍👍","text":"全球最牛的公司👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874487577","repostId":"2186687653","repostType":4,"isVote":1,"tweetType":1,"viewCount":2253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847870411,"gmtCreate":1636509325647,"gmtModify":1636509603760,"author":{"id":"3558261805301994","authorId":"3558261805301994","name":"Peiji2082","avatar":"https://static.tigerbbs.com/343f304a5501207aa26984592a0c306b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558261805301994","authorIdStr":"3558261805301994"},"themes":[],"htmlText":"<a 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业绩增长不错👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843666179","repostId":"2180732132","repostType":2,"repost":{"id":"2180732132","kind":"news","pubTimestamp":1635744405,"share":"https://www.laohu8.com/m/news/2180732132?lang=&edition=full","pubTime":"2021-11-01 13:26","market":"hk","language":"zh","title":"图解中国银行三季报:第三季度单季净利润同比增13.21%","url":"https://stock-news.laohu8.com/highlight/detail?id=2180732132","media":"金融界","summary":"来源:证券之星中国银行2021三季报显示,公司主营收入4560.74亿元,同比上升6.32%;归母净利润1635.23亿元,同比上升12.22%;扣非净利润1626.28亿元,同比上升11.92%;其中2021年第三季度,公司单季度主营收入1530.86亿元,同比上升6.87%;单季度归母净利润507.1亿元,同比上升13.21%;单季度扣非净利润505.9亿元,同比上升12.74%;负债率91.28%,投资收益198.41亿元。","content":"<html><body><article><p>来源:证券之星</p><p><a href=\"https://laohu8.com/S/601988\">中国银行</a>2021三季报显示,公司主营收入4560.74亿元,同比上升6.32%;归母<span>净利润</span>1635.23亿元,同比上升12.22%;<span>扣非净利润</span>1626.28亿元,同比上升11.92%;其中2021年第三季度,公司单季度主营收入1530.86亿元,同比上升6.87%;单季度归母净利润507.1亿元,同比上升13.21%;单季度扣非净利润505.9亿元,同比上升12.74%;负债率91.28%,投资收益198.41亿元。</p><p>本期共有1个新进十大流通股东,北京远通鑫海商贸有限公司 持股13300.0万股,占流通股比例0.05%;共有4股东减持,<a href=\"https://laohu8.com/S/LFC\">中国人寿</a>保险股份有限公司-传统-普通保险产品-005L-CT001沪减持626.8748万股,该股东持股占流通股比例0.11%,香港中央结算(代理人)有限公司减持1561.9136万股,该股东持股占流通股比例27.8%,北京大地远通(集团)有限公司减持1399.9963万股,该股东持股占流通股比例0.05%,香港中央结算有限公司减持8924.8888万股,该股东持股占流通股比例0.34%;</p><p>财报数据概要请见下图:</p><p>本文由证券之星数据中心根据公开数据汇总整理,不构成投资意见或建议,如有文中存在问题,请联系我们。</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>图解中国银行三季报:第三季度单季净利润同比增13.21%</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{ 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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图解中国银行三季报:第三季度单季净利润同比增13.21%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-01 13:26 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111011341057a043ce2&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:证券之星中国银行2021三季报显示,公司主营收入4560.74亿元,同比上升6.32%;归母净利润1635.23亿元,同比上升12.22%;扣非净利润1626.28亿元,同比上升11.92%;其中2021年第三季度,公司单季度主营收入1530.86亿元,同比上升6.87%;单季度归母净利润507.1亿元,同比上升13.21%;单季度扣非净利润505.9亿元,同比上升12.74%;负债率...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111011341057a043ce2&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/f25970ebf4293eec7586423288711d3f","relate_stocks":{"601988":"中国银行","03988":"中国银行"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111011341057a043ce2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2180732132","content_text":"来源:证券之星中国银行2021三季报显示,公司主营收入4560.74亿元,同比上升6.32%;归母净利润1635.23亿元,同比上升12.22%;扣非净利润1626.28亿元,同比上升11.92%;其中2021年第三季度,公司单季度主营收入1530.86亿元,同比上升6.87%;单季度归母净利润507.1亿元,同比上升13.21%;单季度扣非净利润505.9亿元,同比上升12.74%;负债率91.28%,投资收益198.41亿元。本期共有1个新进十大流通股东,北京远通鑫海商贸有限公司 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href=\"https://laohu8.com/S/LU\">$陆金所(LU)$</a>财报终于出来了,不错的第二季度业绩增长外加额外七亿元的回购计划👍👍","text":"$陆金所(LU)$财报终于出来了,不错的第二季度业绩增长外加额外七亿元的回购计划👍👍","images":[{"img":"https://static.tigerbbs.com/9cbd59029d0a64de18a9a14b7a52e924","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/896189394","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":179383198,"gmtCreate":1626486539414,"gmtModify":1633926344154,"author":{"id":"3558261805301994","authorId":"3558261805301994","name":"Peiji2082","avatar":"https://static.tigerbbs.com/343f304a5501207aa26984592a0c306b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558261805301994","authorIdStr":"3558261805301994"},"themes":[],"htmlText":"任何个股涨多了回调很正常","listText":"任何个股涨多了回调很正常","text":"任何个股涨多了回调很正常","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/179383198","repostId":"1174447374","repostType":4,"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343843205,"gmtCreate":1617706926307,"gmtModify":1631889071258,"author":{"id":"3558261805301994","authorId":"3558261805301994","name":"Peiji2082","avatar":"https://static.tigerbbs.com/343f304a5501207aa26984592a0c306b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558261805301994","authorIdStr":"3558261805301994"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TQ5.SI\">$星狮地产有限公司(TQ5.SI)$</a>认购附加股的都有盈利了👍","listText":"<a href=\"https://laohu8.com/S/TQ5.SI\">$星狮地产有限公司(TQ5.SI)$</a>认购附加股的都有盈利了👍","text":"$星狮地产有限公司(TQ5.SI)$认购附加股的都有盈利了👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/343843205","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606696184,"gmtCreate":1638868302710,"gmtModify":1638868303914,"author":{"id":"3558261805301994","authorId":"3558261805301994","name":"Peiji2082","avatar":"https://static.tigerbbs.com/343f304a5501207aa26984592a0c306b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558261805301994","authorIdStr":"3558261805301994"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>昨天出现大幅下跌而且带天量,今天就出现了破底翻出来到前一天的高点$1.02后闭市🤙🤙👍","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>昨天出现大幅下跌而且带天量,今天就出现了破底翻出来到前一天的高点$1.02后闭市🤙🤙👍","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$昨天出现大幅下跌而且带天量,今天就出现了破底翻出来到前一天的高点$1.02后闭市🤙🤙👍","images":[{"img":"https://static.tigerbbs.com/b9161690b9411a290a62ca029118ff7f","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/606696184","isVote":1,"tweetType":1,"viewCount":3258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":877497621,"gmtCreate":1637969442278,"gmtModify":1637969442783,"author":{"id":"3558261805301994","authorId":"3558261805301994","name":"Peiji2082","avatar":"https://static.tigerbbs.com/343f304a5501207aa26984592a0c306b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558261805301994","authorIdStr":"3558261805301994"},"themes":[],"htmlText":"没完没了的病毒🥲","listText":"没完没了的病毒🥲","text":"没完没了的病毒🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877497621","repostId":"1133856871","repostType":4,"repost":{"id":"1133856871","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1637932227,"share":"https://www.laohu8.com/m/news/1133856871?lang=&edition=full","pubTime":"2021-11-26 21:10","market":"sh","language":"zh","title":"一文读懂:吓崩市场的南非变异毒株什么来头?","url":"https://stock-news.laohu8.com/highlight/detail?id=1133856871","media":"华尔街见闻","summary":"新病毒可能由艾滋病人身上变异而来,现有疫苗可能无效。投资者担心,如果新的变种病毒真的比德尔塔病毒凶猛很多倍,那么全球复苏的主线可能因此被打断。\n\n一夜之间,全球市场吓崩了:油价跌超7%,港股跌2.67","content":"<blockquote>\n 新病毒可能由艾滋病人身上变异而来,现有疫苗可能无效。投资者担心,如果新的变种病毒真的比德尔塔病毒凶猛很多倍,那么全球复苏的主线可能因此被打断。\n</blockquote>\n<p>一夜之间,全球市场吓崩了:油价跌超7%,港股跌2.67%,日股跌2.67%,欧股跌4%,美国道指期货跌超2%,恐慌指数飙升15%。</p>\n<p>背后的原因:<b>博茨瓦纳、南非等多国近日报告了一种新型变异新冠病毒,被命名为名为B.1.1.529。</b></p>\n<p>据悉,该病毒由一种旧型变种病毒B.1.1演化而来,最早从博茨瓦纳(Botswana)传出。<b>新变种总共含有超过50个突变,其中,仅刺突蛋白的突变就有30多个,为迄今为止变异最多的新冠变种病毒,其传染力与抗疫苗能力远超Delta变异毒株。</b>世卫组织对此给予了高度关注,将在当地时间周五举行特别会议,正式讨论该毒株。</p>\n<p><img src=\"https://static.tigerbbs.com/fbbacf8e2dba4a9ff1e77eae39413d67\" tg-width=\"941\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p>\n<p><b>面对来势汹汹的南非变异病毒,全球各国政府反应迅速。</b>当地时间10月25日周四,英国已将南非列入旅游“黑名单”。以色列、新加坡等国家也纷纷跟进。</p>\n<p><b>病毒的强势加剧了投资者对未来经济的担忧,市场避险情绪因此在周五迅速升温,投资者开始抛售风险资产并争相涌向避风港。</b></p>\n<p>投资者担心,<b>如果新的变种病毒真的比德尔塔病毒凶猛很多倍,那么全球复苏的主线可能因此被打断。</b></p>\n<p><b>1.新病毒可能由艾滋病人身上变异而来,现有疫苗可能无效</b></p>\n<p>世卫组织首席科学家 Soumya Swaminathan 表示,这种新变异“<b>在刺突蛋白中有许多令人担忧的突变</b>”。刺突蛋白不仅是是病毒用来打开我们身体细胞大门的钥匙,也是大多数疫苗的作用目标。</p>\n<p>不过,现在就过度担忧或许还为之过早。<b>由于对该毒株了解不够,世卫组织将在当地时间周五举行特别会议,正式讨论该变异毒株,并决定其受关注的等级。</b>在此前的一份声明中,世界卫生组织表示:</p>\n<blockquote>\n “早期分析表明,这种变异存在大量突变,需要并将进行进一步研究。”\n</blockquote>\n<p><b>就该病毒是如何产生的这一问题,如今尚未定论。</b>不过,<b>考虑到南非是全球最大的艾滋病患者集中地,有科学家给出了自己的推测。</b></p>\n<p>据彭博社,伦敦大学学院遗传学研究所的一位科学家认为,<b>考虑到南非有超过820万艾滋病患者群体</b>,<b>该变种病毒或在未经治疗的艾滋病患者体内完成了变异过程。</b></p>\n<p><b>这种程度的突变极有可能来自于某个单一感染者,而且这位患者在感染后未能战胜病毒。</b></p>\n<p>当然,突变多并不意味着就一定是坏消息,后续对这些突变的研究还非常重要。</p>\n<p>不过英国BBC表示,这次的新病毒变体与此前全球流行的主流变体差别极大,这可能意味着现有疫苗会对其失效。</p>\n<p><b>2. 传播速度快,政府反应更快</b></p>\n<p>截至周四,<b>南非已发现近 100 例病例,该变种病毒已成为新感染病例中的主要毒株。</b></p>\n<p>在昨日的媒体简报会上,华盛顿大学全球健康教授 Tulio de Oliveira 表示,据早期的 PCR 检测结果,南非在周三新增的1100例新病例中,约有90%的病例可能由该变种引起。此前,经基因组测序和其他遗传分析,Tulio de Oliveira 团队发现,仅在11月12日至20日期间从豪登省收集的77个病毒样本中,全部都是由B.1.1.529变异造成的。此外,数百个样本的分析工作还在进行中。</p>\n<p>该病毒的扩散速度也不容小觑,11月25日,该病毒首次在出现。在香港大学基因组测序分析后,香港记录到两例B.1.1.529冠状病毒变体。其中,一名游客本月从南非抵达,另一名游客来自加拿大,他们在同一隔离酒店的同一层中。</p>\n<p><b>为防止疫情卷土重来给经济造成的沉重打击,全球各国政府反应迅速,纷纷做出了应对措施。</b></p>\n<p>11月26日,英国卫生大臣 Sajid Javid 宣布,将临时禁飞来自南非和其五个邻国的航班;新加坡宣布对在过去 14 天内去过南非和其附近国家的人限制入境;以色列也在周四晚间采取行动;日本内阁官房长官松野弘和曾上周五表示,日本政府正在收集信息,“如果情况恶化,感染扩大,那么政府将迅速作出反应”。</p>\n<p><b>3. 市场反应:经济复苏困难加剧 避险情绪迅速升温</b></p>\n<p>前文提及,刺突蛋白上有32个突变的南非变异毒株,其威力远超此前威力最大的Delta变异毒株。因此,<b>科学家近日对其强大的抗疫苗能力与传播速度愈发担忧。</b></p>\n<p><b>随着越来越多的投资者了解到了该病毒,对经济复苏的担忧和对金融市场的恐慌情绪在市场上迅速发酵。</b></p>\n<p>考虑到各国政府此前应对疫情的经验,<b>若疫苗对该变异毒株几乎无效,那么诸如封锁隔离等应对政策或将沉重打击消费者活动,并加剧一限制工业产出的供应链问题,让世界经济的复苏之路上充满荆棘。</b>即便疫苗对病毒效果显著,由于政府的短期管控措施,航运、旅游业也将收到打击。</p>\n<p>此外,<b>在新冠疫情期大放水的各发达国家央行,在如今通货膨胀的屡创新高与利率的大幅波动的环境里已经没有了货币政策的操作空间。</b></p>\n<p>华尔街见闻提及,<b>如今,市场风险不断提高</b>,众多华尔街分析师都认为当下正处在一个<b>“最非传统的周期”,“极不可能遵循常规路径”,市场很有可能在不远的未来迎来“利率冲击”。</b></p>\n<p>在这一背景下,<b>变异病毒的来袭更是火上浇油,导致市场恐慌恐慌加剧。</b>反映到量化指标上,自11月16日来不断走高的<b> Cboe 波动率指数(VIX)在今日暴涨。截至发稿,VIX波动率指数大涨38.43%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/8bb0667500d97985828083936359687a\" tg-width=\"917\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p>\n<p><b>在这一背景下,即便如今人们对该变体的具体信息知之甚少,投资人仍迅速采取行动。强烈的避险情绪使得作为传统避险资产的美国国债和日元被推高;与之形成对比的是,风险资产表现惨淡。</b>亚股及美股期货受避险情绪影响及原油回落拖累下挫,南非兰特跌至一年来的最低点。</p>\n<p><img src=\"https://static.tigerbbs.com/cf7025f85f69dc143155444e1961077b\" tg-width=\"907\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p><b>1)风险资产被抛售</b></p>\n<p>在新变种病毒的来袭的背景下,投资者迅速做出反应,全球期货与亚洲各航空公司股票和旅游股最先受到波及。</p>\n<p><b>截至发稿,全球各大主要股指期货纷纷下挫。</b></p>\n<p>美股三大股指期货纷纷走低,道琼斯指数期货下跌2.18%;标普500股指期货下跌1.71%,纳斯达克100股指期货下跌近1%。</p>\n<p><img src=\"https://static.tigerbbs.com/4c90e64489e851e5f7110677a30559a0\" tg-width=\"909\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n<p>受此影响,A股航空板块今日表现不佳,华夏航空下跌2.48%,春秋航空下跌1.48%,南方航空下跌1.38%。</p>\n<p><img src=\"https://static.tigerbbs.com/d3b4e8033ed62347357e81f2652be0f6\" tg-width=\"467\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p>\n<p>同时,在OPEC+于下周举行新一轮会议商讨产量计划前,<b>疫情卷土重来的压力导致人们对能源需求的信心受到剧烈打击,这导致油价今日暴跌。</b></p>\n<p>截至发稿,布伦特原油下跌5.65%,报76.35美元/桶;WTI原油重挫6.79%,报73.07美元/桶。</p>\n<p><img src=\"https://static.tigerbbs.com/041fc7714dce140e225396963434da9f\" tg-width=\"638\" tg-height=\"146\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2)避险资产大受欢迎</b></p>\n<p><b>作为避险资产,全球主要国家的10年期债券今日均迎来大涨。</b></p>\n<p><b>截至发稿,美国两年期国债收益率下跌15个基点至0.491%;作为全球债券基准的10年期美国国债收益率下跌12个基点至1.521%。</b></p>\n<p><b>此外,由于变异病毒影响,交易员押注欧洲央行将削减加息幅度,德国10年期国债收益率在负利率的情况下继续下跌7个基点,报-0.321%;中国、英国、日本等国家10年期国债收益率也纷纷下跌。</b></p>\n<p><img src=\"https://static.tigerbbs.com/29a02366bc7039142032eba9270c4dda\" tg-width=\"443\" tg-height=\"314\" referrerpolicy=\"no-referrer\"></p>\n<p>此外,<b>作为传统避险资产的日元,今日大受欢迎</b>,对各主要货币的汇率纷纷走高。</p>\n<p><img src=\"https://static.tigerbbs.com/3e7eb9596db0aa5ac3227bed30c09893\" tg-width=\"871\" tg-height=\"567\" referrerpolicy=\"no-referrer\"></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>一文读懂:吓崩市场的南非变异毒株什么来头?</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一文读懂:吓崩市场的南非变异毒株什么来头?\n</h2>\n\n<h4 class=\"meta\">\n\n2021-11-26 21:10 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新病毒可能由艾滋病人身上变异而来,现有疫苗可能无效。投资者担心,如果新的变种病毒真的比德尔塔病毒凶猛很多倍,那么全球复苏的主线可能因此被打断。\n\n一夜之间,全球市场吓崩了:油价跌超7%,港股跌2.67%,日股跌2.67%,欧股跌4%,美国道指期货跌超2%,恐慌指数飙升15%。\n背后的原因:博茨瓦纳、南非等多国近日报告了一种新型变异新冠病毒,被命名为名为B.1.1.529。\n据悉,该病毒由一种旧型...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/723fc7ce14c04d8d7e21d80a2b1393b7","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133856871","content_text":"新病毒可能由艾滋病人身上变异而来,现有疫苗可能无效。投资者担心,如果新的变种病毒真的比德尔塔病毒凶猛很多倍,那么全球复苏的主线可能因此被打断。\n\n一夜之间,全球市场吓崩了:油价跌超7%,港股跌2.67%,日股跌2.67%,欧股跌4%,美国道指期货跌超2%,恐慌指数飙升15%。\n背后的原因:博茨瓦纳、南非等多国近日报告了一种新型变异新冠病毒,被命名为名为B.1.1.529。\n据悉,该病毒由一种旧型变种病毒B.1.1演化而来,最早从博茨瓦纳(Botswana)传出。新变种总共含有超过50个突变,其中,仅刺突蛋白的突变就有30多个,为迄今为止变异最多的新冠变种病毒,其传染力与抗疫苗能力远超Delta变异毒株。世卫组织对此给予了高度关注,将在当地时间周五举行特别会议,正式讨论该毒株。\n\n面对来势汹汹的南非变异病毒,全球各国政府反应迅速。当地时间10月25日周四,英国已将南非列入旅游“黑名单”。以色列、新加坡等国家也纷纷跟进。\n病毒的强势加剧了投资者对未来经济的担忧,市场避险情绪因此在周五迅速升温,投资者开始抛售风险资产并争相涌向避风港。\n投资者担心,如果新的变种病毒真的比德尔塔病毒凶猛很多倍,那么全球复苏的主线可能因此被打断。\n1.新病毒可能由艾滋病人身上变异而来,现有疫苗可能无效\n世卫组织首席科学家 Soumya Swaminathan 表示,这种新变异“在刺突蛋白中有许多令人担忧的突变”。刺突蛋白不仅是是病毒用来打开我们身体细胞大门的钥匙,也是大多数疫苗的作用目标。\n不过,现在就过度担忧或许还为之过早。由于对该毒株了解不够,世卫组织将在当地时间周五举行特别会议,正式讨论该变异毒株,并决定其受关注的等级。在此前的一份声明中,世界卫生组织表示:\n\n “早期分析表明,这种变异存在大量突变,需要并将进行进一步研究。”\n\n就该病毒是如何产生的这一问题,如今尚未定论。不过,考虑到南非是全球最大的艾滋病患者集中地,有科学家给出了自己的推测。\n据彭博社,伦敦大学学院遗传学研究所的一位科学家认为,考虑到南非有超过820万艾滋病患者群体,该变种病毒或在未经治疗的艾滋病患者体内完成了变异过程。\n这种程度的突变极有可能来自于某个单一感染者,而且这位患者在感染后未能战胜病毒。\n当然,突变多并不意味着就一定是坏消息,后续对这些突变的研究还非常重要。\n不过英国BBC表示,这次的新病毒变体与此前全球流行的主流变体差别极大,这可能意味着现有疫苗会对其失效。\n2. 传播速度快,政府反应更快\n截至周四,南非已发现近 100 例病例,该变种病毒已成为新感染病例中的主要毒株。\n在昨日的媒体简报会上,华盛顿大学全球健康教授 Tulio de Oliveira 表示,据早期的 PCR 检测结果,南非在周三新增的1100例新病例中,约有90%的病例可能由该变种引起。此前,经基因组测序和其他遗传分析,Tulio de Oliveira 团队发现,仅在11月12日至20日期间从豪登省收集的77个病毒样本中,全部都是由B.1.1.529变异造成的。此外,数百个样本的分析工作还在进行中。\n该病毒的扩散速度也不容小觑,11月25日,该病毒首次在出现。在香港大学基因组测序分析后,香港记录到两例B.1.1.529冠状病毒变体。其中,一名游客本月从南非抵达,另一名游客来自加拿大,他们在同一隔离酒店的同一层中。\n为防止疫情卷土重来给经济造成的沉重打击,全球各国政府反应迅速,纷纷做出了应对措施。\n11月26日,英国卫生大臣 Sajid Javid 宣布,将临时禁飞来自南非和其五个邻国的航班;新加坡宣布对在过去 14 天内去过南非和其附近国家的人限制入境;以色列也在周四晚间采取行动;日本内阁官房长官松野弘和曾上周五表示,日本政府正在收集信息,“如果情况恶化,感染扩大,那么政府将迅速作出反应”。\n3. 市场反应:经济复苏困难加剧 避险情绪迅速升温\n前文提及,刺突蛋白上有32个突变的南非变异毒株,其威力远超此前威力最大的Delta变异毒株。因此,科学家近日对其强大的抗疫苗能力与传播速度愈发担忧。\n随着越来越多的投资者了解到了该病毒,对经济复苏的担忧和对金融市场的恐慌情绪在市场上迅速发酵。\n考虑到各国政府此前应对疫情的经验,若疫苗对该变异毒株几乎无效,那么诸如封锁隔离等应对政策或将沉重打击消费者活动,并加剧一限制工业产出的供应链问题,让世界经济的复苏之路上充满荆棘。即便疫苗对病毒效果显著,由于政府的短期管控措施,航运、旅游业也将收到打击。\n此外,在新冠疫情期大放水的各发达国家央行,在如今通货膨胀的屡创新高与利率的大幅波动的环境里已经没有了货币政策的操作空间。\n华尔街见闻提及,如今,市场风险不断提高,众多华尔街分析师都认为当下正处在一个“最非传统的周期”,“极不可能遵循常规路径”,市场很有可能在不远的未来迎来“利率冲击”。\n在这一背景下,变异病毒的来袭更是火上浇油,导致市场恐慌恐慌加剧。反映到量化指标上,自11月16日来不断走高的 Cboe 波动率指数(VIX)在今日暴涨。截至发稿,VIX波动率指数大涨38.43%。\n\n在这一背景下,即便如今人们对该变体的具体信息知之甚少,投资人仍迅速采取行动。强烈的避险情绪使得作为传统避险资产的美国国债和日元被推高;与之形成对比的是,风险资产表现惨淡。亚股及美股期货受避险情绪影响及原油回落拖累下挫,南非兰特跌至一年来的最低点。\n\n1)风险资产被抛售\n在新变种病毒的来袭的背景下,投资者迅速做出反应,全球期货与亚洲各航空公司股票和旅游股最先受到波及。\n截至发稿,全球各大主要股指期货纷纷下挫。\n美股三大股指期货纷纷走低,道琼斯指数期货下跌2.18%;标普500股指期货下跌1.71%,纳斯达克100股指期货下跌近1%。\n\n受此影响,A股航空板块今日表现不佳,华夏航空下跌2.48%,春秋航空下跌1.48%,南方航空下跌1.38%。\n\n同时,在OPEC+于下周举行新一轮会议商讨产量计划前,疫情卷土重来的压力导致人们对能源需求的信心受到剧烈打击,这导致油价今日暴跌。\n截至发稿,布伦特原油下跌5.65%,报76.35美元/桶;WTI原油重挫6.79%,报73.07美元/桶。\n\n2)避险资产大受欢迎\n作为避险资产,全球主要国家的10年期债券今日均迎来大涨。\n截至发稿,美国两年期国债收益率下跌15个基点至0.491%;作为全球债券基准的10年期美国国债收益率下跌12个基点至1.521%。\n此外,由于变异病毒影响,交易员押注欧洲央行将削减加息幅度,德国10年期国债收益率在负利率的情况下继续下跌7个基点,报-0.321%;中国、英国、日本等国家10年期国债收益率也纷纷下跌。\n\n此外,作为传统避险资产的日元,今日大受欢迎,对各主要货币的汇率纷纷走高。","news_type":1,"symbols_score_info":{"BZmain":0.9,"CLmain":0.9,"ESmain":0.9,"MCLmain":0.9,"NQmain":0.9,"YMmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107461950,"gmtCreate":1620529966870,"gmtModify":1631883695796,"author":{"id":"3558261805301994","authorId":"3558261805301994","name":"Peiji2082","avatar":"https://static.tigerbbs.com/343f304a5501207aa26984592a0c306b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558261805301994","authorIdStr":"3558261805301994"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>ETF权值股Sunny Optical下跌超过8%","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>ETF权值股Sunny Optical下跌超过8%","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$ETF权值股Sunny 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