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Ericpang122
2021-06-14
都在玩造车理念 可是究竟能有几人可以生存
比亚迪董事长王传福:正和小米洽谈造车合作
Ericpang122
2021-05-06
$新加坡航空公司(C6L.SI)$
新航逢低买进
Ericpang122
2021-05-24
市场经济 优胜劣汰
抱歉,原内容已删除
Ericpang122
2021-05-07
$SOS Limited(SOS)$
走着看
Ericpang122
2021-06-22
$祥发控股(5EB.SI)$
加油
Ericpang122
2021-05-16
又开始忽悠了 别相信
马斯克表示:在理想情况下,狗狗币可将区块时间加快10倍
Ericpang122
2021-05-13
高通货膨胀股市又要完蛋了
抱歉,原内容已删除
Ericpang122
2021-05-08
$SOS Limited(SOS)$
慢慢来
Ericpang122
2021-05-07
$游戏驿站(GME)$
套钱的一波操作来临
Ericpang122
2021-05-16
这是要放消息拉高出货吗
抱歉,原内容已删除
Ericpang122
2021-05-14
比特币的高点已经过去 震荡向下的趋势明显
抱歉,原内容已删除
Ericpang122
2021-05-07
疫苗股下跌 还得有一阵
抱歉,原内容已删除
Ericpang122
2021-05-05
$Precipio, Inc.(PRPO)$
小赚就跑
Ericpang122
2021-05-29
中国没有企业家 有的只是投机商
美的造车,能否撕去家电标签?
Ericpang122
2021-05-26
加油
在岸人民币兑美元升破6.4关口,为2018年6月来首次
Ericpang122
2021-05-23
短期效果不大 长期投资OK
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Ericpang122
2021-05-15
新股高价
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Ericpang122
2021-05-13
霸气 继续高
美联储错了?美债市场5年通胀预期升至2005年来最高
Ericpang122
2021-05-10
SOS BTC 逢低买入不亏
Ericpang122
2021-05-08
医药股这段时间的短期震荡 不要紧 长期持有
去老虎APP查看更多动态
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","listText":"房地产股票仍需要关注 ","text":"房地产股票仍需要关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841540838","repostId":"1180109973","repostType":4,"repost":{"id":"1180109973","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":1635927911,"share":"https://www.laohu8.com/m/news/1180109973?lang=&edition=full","pubTime":"2021-11-03 16:25","market":"us","language":"zh","title":"Zilliow盘前大跌16%,公司计划退出“炒房业务”","url":"https://stock-news.laohu8.com/highlight/detail?id=1180109973","media":"老虎资讯综合","summary":"周三,Zilliow盘前大跌16%,据报道公司计划出售7000套住房并退出“炒房业务”。","content":"<p>周三,<a href=\"https://laohu8.com/S/Z\">Zilliow</a>盘前大跌16%,据报道公司计划出售7000套住房并退出“炒房业务”。</p>\n<p><img src=\"https://static.tigerbbs.com/175e0e4911fd00d3621ca8ca7c9964d2\" 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class=\"title\">\nZilliow盘前大跌16%,公司计划退出“炒房业务”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-03 16:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三,<a href=\"https://laohu8.com/S/Z\">Zilliow</a>盘前大跌16%,据报道公司计划出售7000套住房并退出“炒房业务”。</p>\n<p><img src=\"https://static.tigerbbs.com/175e0e4911fd00d3621ca8ca7c9964d2\" tg-width=\"450\" tg-height=\"396\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51a3bfe6fed6c1e9fed628529059deec","relate_stocks":{"Z":"Zillow"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180109973","content_text":"周三,Zilliow盘前大跌16%,据报道公司计划出售7000套住房并退出“炒房业务”。","news_type":1,"symbols_score_info":{"Z":0.9}},"isVote":1,"tweetType":1,"viewCount":4496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841540930,"gmtCreate":1635928363569,"gmtModify":1635928648950,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576043073516562","idStr":"3576043073516562"},"themes":[],"htmlText":"市场变化情况还是需要观察 ","listText":"市场变化情况还是需要观察 ","text":"市场变化情况还是需要观察","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841540930","repostId":"856539463","repostType":1,"repost":{"id":856539463,"gmtCreate":1635201340820,"gmtModify":1635209345070,"author":{"id":"3563873670221480","authorId":"3563873670221480","name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563873670221480","idStr":"3563873670221480"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BSL.SI\">$RAFFLES MEDICAL GROUP LTD(BSL.SI)$</a>...I think the market has over-reacted to the news of vaccine testingrequirements change at Changi Airport. Presently passenger level at Changi has only recovered to c.4% of pre-COVID level. So even with reduced testing, there will be increasing number of tests that need to be done as the passenger number continues to recover.For near-term, I think RM’s business has been very well supported and I expect an excellent quarter or half-yearearnings report ahead.For mid-/long-term, RM will benefit from medical tourism recovery, growthin telemedicine and healthcare, and continuing hospital expansion.Nevertheless, RM’s share price has had a very good run-up","listText":"<a href=\"https://laohu8.com/S/BSL.SI\">$RAFFLES MEDICAL GROUP LTD(BSL.SI)$</a>...I think the market has over-reacted to the news of vaccine testingrequirements change at Changi Airport. Presently passenger level at Changi has only recovered to c.4% of pre-COVID level. 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So even with reduced testing, there will be increasing number of tests that need to be done as the passenger number continues to recover.For near-term, I think RM’s business has been very well supported and I expect an excellent quarter or half-yearearnings report ahead.For mid-/long-term, RM will benefit from medical tourism recovery, growthin telemedicine and healthcare, and continuing hospital expansion.Nevertheless, RM’s share price has had a very good run-up","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856539463","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884443940,"gmtCreate":1631929585180,"gmtModify":1632805285483,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576043073516562","idStr":"3576043073516562"},"themes":[],"htmlText":"低位持股!","listText":"低位持股!","text":"低位持股!","images":[{"img":"https://static.tigerbbs.com/626343f9d2ddfbf027eddc87815b1213","width":"1125","height":"3301"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884443940","isVote":1,"tweetType":1,"viewCount":3421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":884440783,"gmtCreate":1631929498842,"gmtModify":1632805286714,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576043073516562","idStr":"3576043073516562"},"themes":[],"htmlText":"<a 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以暴利为主的企业将会退出市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805131829","repostId":"2156316674","repostType":4,"isVote":1,"tweetType":1,"viewCount":4365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155437207,"gmtCreate":1625448350209,"gmtModify":1631890322116,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576043073516562","idStr":"3576043073516562"},"themes":[],"htmlText":"网络安全重要 支持国家","listText":"网络安全重要 支持国家","text":"网络安全重要 支持国家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155437207","repostId":"1113838192","repostType":4,"repost":{"id":"1113838192","kind":"news","pubTimestamp":1625445805,"share":"https://www.laohu8.com/m/news/1113838192?lang=&edition=full","pubTime":"2021-07-05 08:43","market":"sh","language":"zh","title":"环时锐评:国家要求滴滴出行下架整改为何深得人心","url":"https://stock-news.laohu8.com/highlight/detail?id=1113838192","media":"环球时报","summary":"国家网信办4日晚间通报,经检测核实,“滴滴出行”App存在严重违法违规收集使用个人信息问题,已通知应用商店下架该APP,要求滴滴出行认真整改。\n国家网信办的通报在第一时间受到公众的普遍支持。滴滴出行据","content":"<p>国家网信办4日晚间通报,经检测核实,“<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>”App存在严重违法违规收集使用个人信息问题,已通知应用商店下架该APP,要求滴滴出行认真整改。</p>\n<p>国家网信办的通报在第一时间受到公众的普遍支持。滴滴出行据报道占有中国网络叫车至少80%的市场份额,无数人在使用它,滴滴如何使用这些信息,公众当然很关心。</p>\n<p>互联网时代为人们提供了各种方便,但不知不觉之中,公众的个人信息安全也变得非常脆弱。一个人使用了某项服务,他的相关个人信息就被自动抓取记录了下来,我们经常在网上被要求授权自己的某个信息被记录使用,而那个时候基本没有拒绝授权的选择。人们无奈地面对了一个现实:自己的个人信息乃至部分隐私已经进入了大型公司的数据库,这是否会危害我们的安全,作为个人我们只能听天由命。</p>\n<p>滴滴出行属于网络高科技公司,它对在中国普及网络叫车服务起到积极推动作用,但它无疑也是大型互联网公司中掌握个人出行信息最详细的。网信办的通报指出滴滴出行“严重违法违规”收集使用个人信息,这很让人担心。滴滴出行似乎已经有能力对一个人的行为习惯进行“大数据分析”,这对个人来说当然构成了潜在信息风险。</p>\n<p>我们希望,互联网巨头对应用者的信息收集遵循最小化原则,而非一网打尽的最大化原则。然而很多人怀疑,自己的信息被有的互联网公司做了最大化采集,被商用还属于比较轻的侵权,有些信息一旦泄露,可能给一些人带来意外的麻烦和冲击。</p>\n<p>人们尚不了解滴滴出行具体是如何违法违规收集使用个人信息的,但国家及时站出来保护个人信息,这一行动本身带给了人们国家在管这件事的信心。重要的是,互联网巨头往往在本行业走在了前头,国家不能够任由它们成为收集使用个人信息的规则制定者,标准一定要掌握在国家手中,从而确保那些巨头在收集个人信息方面是克制的,遵循最小化原则。决不能让任何一家互联网巨头成为比国家掌握还详细的中国人个人信息的超级数据库,更不能给它们对那些数据的随意使用权。</p>\n<p>尤其是像滴滴出行这样的公司,它在美国上市,其排第一第二的股东都是外国公司,国家对它的信息安全监管更需要是严格的,这既是维护个人信息安全,也是维护国家安全。监管不意味着限制发展,只有排除了风险后,用户才能更加放心,未来的市场空间才会更加广阔。</p>","source":"lsy1568628563230","collect":0,"html":"<!DOCTYPE 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href=https://opinion.huanqiu.com/article/43o4K21Rxr5><strong>环球时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国家网信办4日晚间通报,经检测核实,“滴滴出行”App存在严重违法违规收集使用个人信息问题,已通知应用商店下架该APP,要求滴滴出行认真整改。\n国家网信办的通报在第一时间受到公众的普遍支持。滴滴出行据报道占有中国网络叫车至少80%的市场份额,无数人在使用它,滴滴如何使用这些信息,公众当然很关心。\n互联网时代为人们提供了各种方便,但不知不觉之中,公众的个人信息安全也变得非常脆弱。一个人使用了某项服务...</p>\n\n<a href=\"https://opinion.huanqiu.com/article/43o4K21Rxr5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://opinion.huanqiu.com/article/43o4K21Rxr5","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113838192","content_text":"国家网信办4日晚间通报,经检测核实,“滴滴出行”App存在严重违法违规收集使用个人信息问题,已通知应用商店下架该APP,要求滴滴出行认真整改。\n国家网信办的通报在第一时间受到公众的普遍支持。滴滴出行据报道占有中国网络叫车至少80%的市场份额,无数人在使用它,滴滴如何使用这些信息,公众当然很关心。\n互联网时代为人们提供了各种方便,但不知不觉之中,公众的个人信息安全也变得非常脆弱。一个人使用了某项服务,他的相关个人信息就被自动抓取记录了下来,我们经常在网上被要求授权自己的某个信息被记录使用,而那个时候基本没有拒绝授权的选择。人们无奈地面对了一个现实:自己的个人信息乃至部分隐私已经进入了大型公司的数据库,这是否会危害我们的安全,作为个人我们只能听天由命。\n滴滴出行属于网络高科技公司,它对在中国普及网络叫车服务起到积极推动作用,但它无疑也是大型互联网公司中掌握个人出行信息最详细的。网信办的通报指出滴滴出行“严重违法违规”收集使用个人信息,这很让人担心。滴滴出行似乎已经有能力对一个人的行为习惯进行“大数据分析”,这对个人来说当然构成了潜在信息风险。\n我们希望,互联网巨头对应用者的信息收集遵循最小化原则,而非一网打尽的最大化原则。然而很多人怀疑,自己的信息被有的互联网公司做了最大化采集,被商用还属于比较轻的侵权,有些信息一旦泄露,可能给一些人带来意外的麻烦和冲击。\n人们尚不了解滴滴出行具体是如何违法违规收集使用个人信息的,但国家及时站出来保护个人信息,这一行动本身带给了人们国家在管这件事的信心。重要的是,互联网巨头往往在本行业走在了前头,国家不能够任由它们成为收集使用个人信息的规则制定者,标准一定要掌握在国家手中,从而确保那些巨头在收集个人信息方面是克制的,遵循最小化原则。决不能让任何一家互联网巨头成为比国家掌握还详细的中国人个人信息的超级数据库,更不能给它们对那些数据的随意使用权。\n尤其是像滴滴出行这样的公司,它在美国上市,其排第一第二的股东都是外国公司,国家对它的信息安全监管更需要是严格的,这既是维护个人信息安全,也是维护国家安全。监管不意味着限制发展,只有排除了风险后,用户才能更加放心,未来的市场空间才会更加广阔。","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":3875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128698876,"gmtCreate":1624512547395,"gmtModify":1631890322136,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576043073516562","idStr":"3576043073516562"},"themes":[],"htmlText":"等着看几时的危机开始 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加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120155105","repostId":"1167576320","repostType":4,"repost":{"id":"1167576320","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":1624282140,"share":"https://www.laohu8.com/m/news/1167576320?lang=&edition=full","pubTime":"2021-06-21 21:29","market":"us","language":"zh","title":"开盘:美股全线高开,美国基建概念普涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1167576320","media":"老虎资讯综合","summary":"6月21日(周一),道琼斯指数开盘上涨231.15点,涨幅0.69%,报33521.23点;纳斯达克综合指数开盘上涨29.05点,涨幅0.21%,报14059.42点;标普500指数开盘上涨20.07","content":"<p>6月21日(周一),道琼斯指数开盘上涨231.15点,涨幅0.69%,报33521.23点;纳斯达克综合指数开盘上涨29.05点,涨幅0.21%,报14059.42点;标普500指数开盘上涨20.07点,涨幅0.48%,报4186.52点。</p>\n<p><img src=\"https://static.tigerbbs.com/8737771515cfb344cbc10cfa8fecbe51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>美国基建股盘初走强,<a href=\"https://laohu8.com/S/X\">美国钢铁</a>涨3.65%,<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>涨2.38%,<a href=\"https://laohu8.com/S/OSN\">奥盛创新</a>涨1.74%。</p>\n<p>区块链股多数下挫,<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>跌超9%、<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>跌超8%、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超4%、Riot Blockchain跌超3%。此前<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、<a href=\"https://laohu8.com/S/601939\">建设银行</a>、支付宝(中国)等纷纷发表公告禁止开展比特币等虚拟货币交易。</p>\n<p>中概教育股普跌,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超5%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超3%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌2.39%。</p>\n<p>美股新能源车股走低,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌6.65%,<a href=\"https://laohu8.com/S/FSR\">Fisker</a>跌4.25%,<a href=\"https://laohu8.com/S/TSP\">图森未来</a>跌3.8%,<a href=\"https://laohu8.com/S/NKLA\">Nikola</a>跌3.57%,<a href=\"https://laohu8.com/S/NIO\">蔚来汽车</a>跌3.2%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超2%。</p>\n<p><a href=\"https://laohu8.com/S/LDL\">莱德尔</a>大涨超80%, Clearlake Capital旗下高性能特种材料供应商Unifrax将以以62.10美元/股的价格收购<a href=\"https://laohu8.com/S/LDL\">莱德尔</a>。</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>开盘:美股全线高开,美国基建概念普涨</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; 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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开盘:美股全线高开,美国基建概念普涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-21 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月21日(周一),道琼斯指数开盘上涨231.15点,涨幅0.69%,报33521.23点;纳斯达克综合指数开盘上涨29.05点,涨幅0.21%,报14059.42点;标普500指数开盘上涨20.07点,涨幅0.48%,报4186.52点。</p>\n<p><img src=\"https://static.tigerbbs.com/8737771515cfb344cbc10cfa8fecbe51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>美国基建股盘初走强,<a href=\"https://laohu8.com/S/X\">美国钢铁</a>涨3.65%,<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>涨2.38%,<a href=\"https://laohu8.com/S/OSN\">奥盛创新</a>涨1.74%。</p>\n<p>区块链股多数下挫,<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>跌超9%、<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>跌超8%、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超4%、Riot Blockchain跌超3%。此前<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、<a href=\"https://laohu8.com/S/601939\">建设银行</a>、支付宝(中国)等纷纷发表公告禁止开展比特币等虚拟货币交易。</p>\n<p>中概教育股普跌,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超5%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超3%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌2.39%。</p>\n<p>美股新能源车股走低,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌6.65%,<a href=\"https://laohu8.com/S/FSR\">Fisker</a>跌4.25%,<a href=\"https://laohu8.com/S/TSP\">图森未来</a>跌3.8%,<a href=\"https://laohu8.com/S/NKLA\">Nikola</a>跌3.57%,<a href=\"https://laohu8.com/S/NIO\">蔚来汽车</a>跌3.2%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超2%。</p>\n<p><a href=\"https://laohu8.com/S/LDL\">莱德尔</a>大涨超80%, Clearlake Capital旗下高性能特种材料供应商Unifrax将以以62.10美元/股的价格收购<a href=\"https://laohu8.com/S/LDL\">莱德尔</a>。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167576320","content_text":"6月21日(周一),道琼斯指数开盘上涨231.15点,涨幅0.69%,报33521.23点;纳斯达克综合指数开盘上涨29.05点,涨幅0.21%,报14059.42点;标普500指数开盘上涨20.07点,涨幅0.48%,报4186.52点。\n\n美国基建股盘初走强,美国钢铁涨3.65%,卡特彼勒涨2.38%,奥盛创新涨1.74%。\n区块链股多数下挫,比特矿业跌超9%、亿邦国际跌超8%、嘉楠科技跌超4%、Riot Blockchain跌超3%。此前工商银行、农业银行、建设银行、支付宝(中国)等纷纷发表公告禁止开展比特币等虚拟货币交易。\n中概教育股普跌,好未来跌超5%,新东方跌超3%,高途跌2.39%。\n美股新能源车股走低,小鹏汽车跌6.65%,Fisker跌4.25%,图森未来跌3.8%,Nikola跌3.57%,蔚来汽车跌3.2%,理想汽车、小牛电动跌超2%。\n莱德尔大涨超80%, Clearlake Capital旗下高性能特种材料供应商Unifrax将以以62.10美元/股的价格收购莱德尔。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120156479,"gmtCreate":1624316697791,"gmtModify":1631890322131,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576043073516562","idStr":"3576043073516562"},"themes":[],"htmlText":"短期上升趋势","listText":"短期上升趋势","text":"短期上升趋势","images":[{"img":"https://static.tigerbbs.com/f7a21f1b023dc1d80060b9fafd765a92","width":"1125","height":"3194"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120156479","isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":120158628,"gmtCreate":1624316643864,"gmtModify":1631888475181,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576043073516562","idStr":"3576043073516562"},"themes":[],"htmlText":"<a 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感觉是大鱼吃小鱼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164691685","repostId":"2144943706","repostType":4,"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164691309,"gmtCreate":1624198059901,"gmtModify":1631888475185,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576043073516562","idStr":"3576043073516562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5EB.SI\">$祥发控股(5EB.SI)$</a> 等着了","listText":"<a href=\"https://laohu8.com/S/5EB.SI\">$祥发控股(5EB.SI)$</a> 等着了","text":"$祥发控股(5EB.SI)$ 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09:45","market":"us","language":"zh","title":"“植发第一股”要来了,毛利率超70%,创始人仅35岁","url":"https://stock-news.laohu8.com/highlight/detail?id=2144070646","media":"每日经济新闻微...","summary":"2001年,张玉毕业于安徽省宿州市泗县大庄初级中学,并在2005年进入植发领域,在2...","content":"<p><b>挺“秃”然的!2.5亿中国人受脱发困扰,“植发第一股”要来了,毛利率超70%,创始人仅35岁</b></p>\n<p>“相亲失败?形象欠佳?你离成功就差一个发际线!”“上午植发,下午上班”“一次植发,终身受益”……地铁、公交、电梯里,大幅抢眼的植发广告不断占领公共空间。夸张的广告语吸引了不少为容貌焦虑、试图拯救发际线的年轻人。</p>\n<p>近年来,“脱发焦虑”频频成为社交媒体上热议的话题。中国健康促进与教育协会公布的数据显示,目前受脱发问题困扰的中国人近2.5亿,平均每6人中就有1人脱发。脱发人群以20到40岁之间为主,30岁左右发展最快,比上一代人脱发年龄提前了整整20年。</p>\n<p>快速增长的脱发人群,让头发问题成了“头等大事”,也创造出了巨大的消费市场。6月17日,植发机构雍禾医疗向港交所递交招股书,若闯关成功,将成为“植发第一股”。</p>\n<p>招股书显示,雍禾医疗是中国最大的专门从事提供一站式毛发医疗服务的医疗集团。</p>\n<p><b>2020年治疗总人数超过9万</b></p>\n<p>根据招股书,雍禾植发于2005年在北京成立,已经在我国50个城市经营51家医疗机构,为中国最大及覆盖面最广的连锁植发医疗机构,且在新开店的增速方面,也处在行业领跑位置。</p>\n<p>在团队人数方面,雍禾植发搭建了一支约1200人的行业内规模最大的医疗团队,其中包括229名注册医生和930名护士,超过行业第二、第三名的总和。</p>\n<p>接受雍禾植发治疗的患者总人数从2018年的35177人增加41.7%到2019年的49851人,并进一步增加82.7%到2020年的91069人。</p>\n<p>2018~2020年,雍禾医疗的营业收入分别为9.34亿、12.2亿、16.4亿,复合年增长率达32.4%。雍禾的收入主要来自提供植发医疗服务,而来自医疗养固服务的收入也于同期实现了快速增长。</p>\n<p>2018~2020年,雍禾医疗的营业成本分别为2.32亿、3.35亿、4.16亿,其中员工成本占比最高,分别为45.6%、43.4%、39.8%。同期,雍禾医疗的毛利分别为7.02亿、8.89亿、12.22亿,毛利率分别为75.1%、72.6%、74.6%。</p>\n<p>2018年~2020年,雍禾医疗净利润分别为5350万、人民币3560万和人民币1.63亿元。</p>\n<p>据招股书披露,雍禾医疗创始人张玉今年年仅35岁,为雍禾医疗的执行董事、董事会主席。2001年,张玉毕业于安徽省宿州市泗县大庄初级中学,并在2005年进入植发领域,在2010年创建雍禾医疗。目前,张玉拥有公司42.66%的股权。</p>\n<p>张玉的胞弟张辉拥有公司5.64%的股权,目前担任雍禾医疗的执行董事及采购总监。</p>\n<p>据媒体报道,2017年9月,中信产业基金宣布投资雍禾植发,但并未公布具体融资金额。招股书显示,IPO前,中信产业基金拥有雍禾医疗21.59%的股权。</p>\n<p><b>销售费用占比高,2020年7.80亿</b></p>\n<p>尽管市场上对毛发的相关问题 ( 主要是脱发问题 ) 治疗的需求很高,但是,与中国实际患脱发的人数相比,中国接受植发医疗服务的人数相对较少。</p>\n<p>根据咨询机构沙利文的研究数据显示,2020年中国的毛发医疗服务市场为184亿元,预计以复合年增长率22.3%的速度增长,到2030年将达到1381亿元。其中,植发医疗市场在2020年的规模约为134亿元,预计将以18.9%的复合年增长率发展,到2030年将达到756亿元。</p>\n<p>目前,中国约有2.5亿人患有脱发。2020年,在中国进行的植发手术约51.6万台,渗透率仅0.21%,表明市场需求未得到满足。部分原因或许是植发目前还是个消费较高的服务。</p>\n<p>植发为何这么贵?首先得从植发的原理说起。由于人们头部每一个毛囊都是独立的并能够进行正常生长,于是可以将身体其他部位的健康毛囊移植到脱发部位来解决秃顶问题。也由此,市面上的植发手术多是按照种植多少毛囊单位来进行计费。</p>\n<p>公开的数据显示,目前植发的价格为每单位十元起,价格看上去并不算高。但由于一般植发手术需要提取的毛囊单位数量大多都是以千计,一场手术算下来便需要上万元。</p>\n<p>据新华社今年3月报道,南方医科大学南方医院整形外科副主任医师苗勇介绍,过去,毛发移植主要针对的是脱发或秃发患者。近年来,植发范围越来越广,增加了发际线调整、鬓角种植、胡须种植、眉毛种植等新项目。做毛发移植的人中,一多半是二三十岁的年轻人。</p>\n<p>新华社记者今年3月在广州走访多家植发机构发现,植发价格高低不一,一个毛囊单位价格多在10元到20元。如果一次植发数量达到3000个毛囊单位,则意味着花费在3万元到6万元。</p>\n<p>这么高的客单价,成本又在哪里呢?招股书显示,除了人力成本和店铺租金,钱都主要花在获客营销上了。</p>\n<p>与医美行业其他领域一样,植发领域同样倚重营销。</p>\n<p>2018~2020年,雍禾医疗销售费用分别为4.64亿、6.50亿、7.80亿,销售费用占比分别为49.6%、53.1%、47.6%,销售费用主要是营销及推广开支。</p>\n<p>另外,2018年到2020年三年中,雍禾医疗前五大供应商中多名均是广告供应商。2018年,其前三名供应商服务项目分别为搜索引擎相关广告、地铁站展示广告、地铁站展示广告,分别占总购买量15%、2%、2%。2019年第一大供应商服务项目仍是搜索引擎相关广告,占15%。2020年前五大供应商服务项目均是广告和推广,占总购买量20%。</p>\n<p>另外要关注的一点是,该行业同样面临激烈的市场竞争。</p>\n<p>据招股书披露,中国提供植发医疗服务的医疗机构主要有四大类,包括公立医院、全国民营、地方性民营和美容机构。而其中,雍禾医疗所属的全国民营植发机构总共占据中国植发市场仅23.9%。</p>\n<p>综合自雍禾医疗招股书、新华社</p>","source":"zxjw_stock","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“植发第一股”要来了,毛利率超70%,创始人仅35岁\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:45 北京时间 <a href=http://www.jwview.com/jingwei/html/06-20/407672.shtml><strong>每日经济新闻微...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>挺“秃”然的!2.5亿中国人受脱发困扰,“植发第一股”要来了,毛利率超70%,创始人仅35岁\n“相亲失败?形象欠佳?你离成功就差一个发际线!”“上午植发,下午上班”“一次植发,终身受益”……地铁、公交、电梯里,大幅抢眼的植发广告不断占领公共空间。夸张的广告语吸引了不少为容貌焦虑、试图拯救发际线的年轻人。\n近年来,“脱发焦虑”频频成为社交媒体上热议的话题。中国健康促进与教育协会公布的数据显示,目前受...</p>\n\n<a href=\"http://www.jwview.com/jingwei/html/06-20/407672.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/845ac8b848bdf5dc3b3173a5d61e02d7","relate_stocks":{},"source_url":"http://www.jwview.com/jingwei/html/06-20/407672.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144070646","content_text":"挺“秃”然的!2.5亿中国人受脱发困扰,“植发第一股”要来了,毛利率超70%,创始人仅35岁\n“相亲失败?形象欠佳?你离成功就差一个发际线!”“上午植发,下午上班”“一次植发,终身受益”……地铁、公交、电梯里,大幅抢眼的植发广告不断占领公共空间。夸张的广告语吸引了不少为容貌焦虑、试图拯救发际线的年轻人。\n近年来,“脱发焦虑”频频成为社交媒体上热议的话题。中国健康促进与教育协会公布的数据显示,目前受脱发问题困扰的中国人近2.5亿,平均每6人中就有1人脱发。脱发人群以20到40岁之间为主,30岁左右发展最快,比上一代人脱发年龄提前了整整20年。\n快速增长的脱发人群,让头发问题成了“头等大事”,也创造出了巨大的消费市场。6月17日,植发机构雍禾医疗向港交所递交招股书,若闯关成功,将成为“植发第一股”。\n招股书显示,雍禾医疗是中国最大的专门从事提供一站式毛发医疗服务的医疗集团。\n2020年治疗总人数超过9万\n根据招股书,雍禾植发于2005年在北京成立,已经在我国50个城市经营51家医疗机构,为中国最大及覆盖面最广的连锁植发医疗机构,且在新开店的增速方面,也处在行业领跑位置。\n在团队人数方面,雍禾植发搭建了一支约1200人的行业内规模最大的医疗团队,其中包括229名注册医生和930名护士,超过行业第二、第三名的总和。\n接受雍禾植发治疗的患者总人数从2018年的35177人增加41.7%到2019年的49851人,并进一步增加82.7%到2020年的91069人。\n2018~2020年,雍禾医疗的营业收入分别为9.34亿、12.2亿、16.4亿,复合年增长率达32.4%。雍禾的收入主要来自提供植发医疗服务,而来自医疗养固服务的收入也于同期实现了快速增长。\n2018~2020年,雍禾医疗的营业成本分别为2.32亿、3.35亿、4.16亿,其中员工成本占比最高,分别为45.6%、43.4%、39.8%。同期,雍禾医疗的毛利分别为7.02亿、8.89亿、12.22亿,毛利率分别为75.1%、72.6%、74.6%。\n2018年~2020年,雍禾医疗净利润分别为5350万、人民币3560万和人民币1.63亿元。\n据招股书披露,雍禾医疗创始人张玉今年年仅35岁,为雍禾医疗的执行董事、董事会主席。2001年,张玉毕业于安徽省宿州市泗县大庄初级中学,并在2005年进入植发领域,在2010年创建雍禾医疗。目前,张玉拥有公司42.66%的股权。\n张玉的胞弟张辉拥有公司5.64%的股权,目前担任雍禾医疗的执行董事及采购总监。\n据媒体报道,2017年9月,中信产业基金宣布投资雍禾植发,但并未公布具体融资金额。招股书显示,IPO前,中信产业基金拥有雍禾医疗21.59%的股权。\n销售费用占比高,2020年7.80亿\n尽管市场上对毛发的相关问题 ( 主要是脱发问题 ) 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src=\"https://static.tigerbbs.com/81be060ffea490c3a8be6da178a1258d\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>为了重振股价,美的集团接连推出大手笔的回购计划。其中,在2月23日,美的集团宣布了今年的第一轮回购计划,拟使用自有资金回购不超过1亿股且不低于5000万股公司股份,预计回购金额不超过140亿元,回购价格不超过140元/股。</p>\n<p>该回购计划在当时被称为“A股史上最大回购案”(注:这一记录后被<a href=\"https://laohu8.com/S/000651\">格力电器</a>打破),引发市场强烈关注,美的集团的股吧里更是热闹非凡,“重大利好”、“明天涨停”、“上120(元/股)”这样的字眼层出不穷。</p>\n<p>可惜,事与愿违。根据今年4月3日的公告,美的集团最终只耗费86.64亿元就完成了这轮回购,远不及方案中的金额上限。其中,最高成交价为95.68元/股,最低成交价为80.29元/股。这番“雷声大雨点小”的操作未能打动市场,回购完成后,美的集团股价继续滑坡。</p>\n<p>今年5月10日,美的集团又宣布了拟回购金额不超过50亿元,回购价格不超过100元/股的第二轮回购计划。同日,美的集团的控股股东——美的控股宣布在未来12个月内,拟以不低于8亿元增持公司股份。</p>\n<p>此后,美的集团创始人、美的控股一致行动人何享健更是亲自“下场”增持公司股票。今年5月20日,何享健宣布以集中竞价交易方式增持公司股份,拟增持股份金额不低于8亿元。</p>\n<p>但是,巨额的回购以及控股股东的“站台”,并未能为美的集团卖来市场的“欢心”。</p>\n<p><b>从资本市场和家电业的视角来看,自去年以来,家电上游大宗原材料价格的持续大幅上涨,是美的等家电企业近期股价波动的主要原因。</b></p>\n<p>尤其是在今年春节之后,铜、铝等材料的价格屡创新高,导致家电企业成本压力急剧上升,纷纷发布产品涨价通知。以铜为例,据央视财经报道,从去年3月到今年5月,国内铜价从每吨35000元左右一路飙升到每吨75000元,达到了近15年来的高点,铜加工企业不得不减产应对。</p>\n<p>今年以来,国内诸家券商的行业研报都将原材料价格上涨列为家电上市企业的首要风险因素。</p>\n<p>5月26日,美的集团在深交所互动易上回应股民提问时承认,“原材料的(价格)上升确实对产品成本产生一定影响”。美的集团表示会采取调整产品结构、对相关原材料进行套保操作、提升生产效率等措施应对此事。</p>\n<p>对于美的股价不振,知名家电行业分析师刘步尘另有一番见解。他对<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经分析道,“美的是一只绩优股,为什么在连续回购和增持之下,股价依然大幅度下跌?这是很多人不理解的。我的思考是:<b>过去两年,美的集团股价连续上攻,冲劲非常大,有点像一辆刹不住的车,冲过了终点线还在往前跑,严重透支了未来一段时间的上攻动能。</b></p>\n<p>换言之,美的集团虽然成长性、企业机制、多元化布局、企业文化、管理人团队等综合竞争力要素,确实优于格力电器,但尚未优秀到市值超越格力3000亿之多(注:格力当前市值)的程度。”</p>\n<p>他认为,美的股价要想持续上攻,就必须为企业注入更多新的动能,比如在<a href=\"https://laohu8.com/S/300832\">新产业</a>布局方面实现重大突破,在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>家居布局上见到效果,在国际市场上获得较大进展,在工业互联网布局有实质性收益,在品牌高端化上效果明显等等。</p>\n<p>“但是,到目前为止,这些假设都还没有发生,什么时候发生也不知道。因此,美的集团市值摸到7000亿元之后马上掉头向下,也就不难理解了。我认为,美的集团的合理市值应该是5000亿元,高出格力电器1000-1500亿元”,刘步尘说。</p>\n<p><b>新能源汽车是不是出路?</b></p>\n<p>美的的“护盘”动作并非全无效果。</p>\n<p>今年5月14日,美的集团股价再度探底,最低跌至73.6元每股。两个交易日后,美的集团宣布全面进入新能源车领域。美的威灵汽车部件的电机驱动、热管理和辅助/自动驾驶三大产品线正式投产,并正式发布5款汽车零部件产品:驱动电机、电子水泵、电子油泵、电动压缩机和EPS电机。</p>\n<p>这一消息终于使得美的股价在当时有了小幅回升。</p>\n<p>家电业资深观察人士张彦斌对新浪财经表示,美的是进入的汽车产业链的一个环节,并不是主业转型汽车行业。所涉及的驱动电机、热管理和辅助/自动驾驶三大产品线都与家电有所关联。对此,他认为前景可期。</p>\n<p>不过,13年前,美的集团在汽车领域就有过一次失败的尝试。</p>\n<p>在早年家电行业的首轮“造车潮”中,美的曾是“淘金者”之一。这轮热潮始于1997年11月,当时的空调巨头春兰集团以7.2亿元接手<a href=\"https://laohu8.com/S/600006\">东风汽车</a>公司。随着家电市场竞争白热化、利润摊薄, “造车潮”在2003年左右达到顶峰,美的、奥克斯、波导、夏新、新飞、格林柯尔等都曾通过并购方式进军汽车业,谋求新的产业增长点。</p>\n<p>2003年至2004年,美的先是与和昆明方面签订了“云南美的汽车项目”,成立了云南美的汽车产业控股有限公司整合昆明地区的三家汽车生产企业,继而又收购了湖南三湘客车集团有限公司(简称“三湘客车”)。2005年至2006年,美的客车昆明和长沙生产基地建成投产。</p>\n<p>根据当年的公开报道,美的在上述两地项目的计划投资金额达35亿元,“力争在3-5年内进入中国客车行业前列”,将汽车项目培育成公司新的支柱产业。</p>\n<p><img src=\"https://static.tigerbbs.com/3881a84340062fbff1e4837a5d1c7cf5\" tg-width=\"480\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p>\n<p><b>资料图:2007年美地客车长沙工业园展示的\"龙王\"<a href=\"https://laohu8.com/S/DLX\">豪华</a>美的客车</b></p>\n<p>但没过几年,雄心勃勃的美的就遭遇了“滑铁卢”。因经营不善,美的客车基地于2008年年底全面停产。此后,云南美的旅行车有限公司被云南航天工业总公司100%回购,重新更名为“云南航天神州汽车有限公司”;三湘客车于2009年以6000万的总代价被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>收购。</p>\n<p>美的的黯淡退场不是个案,包括春兰在内,前述提到的众多家电企业的造车计划都以失败告终。</p>\n<p>如今美的再次“染指”汽车业,其背景与当年也有些相似——家电业遭遇天花板,对于资本而言,家电业的想象空间急剧缩小,家电巨头将目光投向了新的风口。</p>\n<p>“<b>随着新能源汽车、智能汽车的迅速兴起,很多非汽车企业也认为,进来分一杯羹的机会到了</b>”,刘步尘对新浪财经表示。</p>\n<p>董明珠或许就是这样想的。她个人投资10亿元的银隆新能源汽车不仅没有交出一份满意的业绩答卷,反而陷入了巨额亏损和债务泥沼,原董事长魏银仓因侵占公司利益潜逃出境。</p>\n<p>同样对新能源汽车跃跃欲试的还有<a href=\"https://laohu8.com/S/00751\">创维集团</a>创始人黄宏生。今年4月27日,黄宏生控制的开沃新能源汽车集团(简称“开沃汽车”)发布“创维汽车”品牌。黄宏生宣称要投资300亿元,实现创维汽车进入全球十强的目标,在资本市场实现3000亿市值。</p>\n<p>尽管黄宏生画了一张大饼,但创维集团却连忙澄清称,创维只是转让品牌给开沃汽车,创维集团并不参与造车。而创维汽车获得业内评价是“缺乏核心技术卖点”。</p>\n<p>在当前“万物皆可造车”的背景下,家电企业重返汽车产业,是大势所趋?还是又一次盲目的多元化?</p>\n<p>“在美的管理层看来,家电产业发展到今天,已经进入存量竞争时代,增量越来越小,甚至已经没有增量空间了,企业要想持续实现营收增长,就必须向家电之外的领域延伸。进入汽车领域,正是这一背景下的决策”,刘步尘指出。</p>\n<p><b>值得注意的是,作为美的集团多元化业务以及科技转型的重要一环,该公司近年来着力打造的<a href=\"https://laohu8.com/S/300024\">机器人</a>产业表现难言乐观。</b></p>\n<p>自2017年美的斥资300亿元收购的工业机器人厂商德国库卡(KUKA)后,库卡营收就逐年下降,股价几近折半。财报显示,2020年美的集团机器人业务营收215.89亿元,同比大幅下滑14.3%。同时,因收购库卡而形成的庞大商誉还悬在美的头顶——于2020年12月31日,美的因收购库卡产生的商誉仍高达228.36亿元。</p>\n<p>竭力撕去家电标签的美的,在科技转型的道路上面临诸多考验。未来,库卡和威灵能否成为长期支撑美的股价的基本面?答案仍不明朗。</p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美的造车,能否撕去家电标签?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美的造车,能否撕去家电标签?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-29 10:03 北京时间 <a href=https://mp.weixin.qq.com/s/bhvupIo_9g0l2JxK4uDt-Q><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>究竟是什么阻挡了美的的“护盘大计”?\n为提振投资者信心,美的近来真的很努力。对于意兴阑珊的资本市场,这家家电巨头接连打出了“回购牌”、“增持牌”以及“王炸”——进军新能源汽车产业链。但目前来看,收效甚微。\n截止5月28日,美的集团收盘价82.53元/股,距今年2月的最高点108元每股下跌超23%,市值蒸发超过1700亿元。\n究竟是什么阻挡了美的的“护盘大计”?\n美的股价被提前透支?\n在今年2月10...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/bhvupIo_9g0l2JxK4uDt-Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ba139f5cb6a5662ffd17700ac1680bb","relate_stocks":{"000333":"美的集团"},"source_url":"https://mp.weixin.qq.com/s/bhvupIo_9g0l2JxK4uDt-Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176857066","content_text":"究竟是什么阻挡了美的的“护盘大计”?\n为提振投资者信心,美的近来真的很努力。对于意兴阑珊的资本市场,这家家电巨头接连打出了“回购牌”、“增持牌”以及“王炸”——进军新能源汽车产业链。但目前来看,收效甚微。\n截止5月28日,美的集团收盘价82.53元/股,距今年2月的最高点108元每股下跌超23%,市值蒸发超过1700亿元。\n究竟是什么阻挡了美的的“护盘大计”?\n美的股价被提前透支?\n在今年2月10日抵达108元每股的历史新高后,美的集团的股价开始“跌跌不休”。\n\n为了重振股价,美的集团接连推出大手笔的回购计划。其中,在2月23日,美的集团宣布了今年的第一轮回购计划,拟使用自有资金回购不超过1亿股且不低于5000万股公司股份,预计回购金额不超过140亿元,回购价格不超过140元/股。\n该回购计划在当时被称为“A股史上最大回购案”(注:这一记录后被格力电器打破),引发市场强烈关注,美的集团的股吧里更是热闹非凡,“重大利好”、“明天涨停”、“上120(元/股)”这样的字眼层出不穷。\n可惜,事与愿违。根据今年4月3日的公告,美的集团最终只耗费86.64亿元就完成了这轮回购,远不及方案中的金额上限。其中,最高成交价为95.68元/股,最低成交价为80.29元/股。这番“雷声大雨点小”的操作未能打动市场,回购完成后,美的集团股价继续滑坡。\n今年5月10日,美的集团又宣布了拟回购金额不超过50亿元,回购价格不超过100元/股的第二轮回购计划。同日,美的集团的控股股东——美的控股宣布在未来12个月内,拟以不低于8亿元增持公司股份。\n此后,美的集团创始人、美的控股一致行动人何享健更是亲自“下场”增持公司股票。今年5月20日,何享健宣布以集中竞价交易方式增持公司股份,拟增持股份金额不低于8亿元。\n但是,巨额的回购以及控股股东的“站台”,并未能为美的集团卖来市场的“欢心”。\n从资本市场和家电业的视角来看,自去年以来,家电上游大宗原材料价格的持续大幅上涨,是美的等家电企业近期股价波动的主要原因。\n尤其是在今年春节之后,铜、铝等材料的价格屡创新高,导致家电企业成本压力急剧上升,纷纷发布产品涨价通知。以铜为例,据央视财经报道,从去年3月到今年5月,国内铜价从每吨35000元左右一路飙升到每吨75000元,达到了近15年来的高点,铜加工企业不得不减产应对。\n今年以来,国内诸家券商的行业研报都将原材料价格上涨列为家电上市企业的首要风险因素。\n5月26日,美的集团在深交所互动易上回应股民提问时承认,“原材料的(价格)上升确实对产品成本产生一定影响”。美的集团表示会采取调整产品结构、对相关原材料进行套保操作、提升生产效率等措施应对此事。\n对于美的股价不振,知名家电行业分析师刘步尘另有一番见解。他对新浪财经分析道,“美的是一只绩优股,为什么在连续回购和增持之下,股价依然大幅度下跌?这是很多人不理解的。我的思考是:过去两年,美的集团股价连续上攻,冲劲非常大,有点像一辆刹不住的车,冲过了终点线还在往前跑,严重透支了未来一段时间的上攻动能。\n换言之,美的集团虽然成长性、企业机制、多元化布局、企业文化、管理人团队等综合竞争力要素,确实优于格力电器,但尚未优秀到市值超越格力3000亿之多(注:格力当前市值)的程度。”\n他认为,美的股价要想持续上攻,就必须为企业注入更多新的动能,比如在新产业布局方面实现重大突破,在智能家居布局上见到效果,在国际市场上获得较大进展,在工业互联网布局有实质性收益,在品牌高端化上效果明显等等。\n“但是,到目前为止,这些假设都还没有发生,什么时候发生也不知道。因此,美的集团市值摸到7000亿元之后马上掉头向下,也就不难理解了。我认为,美的集团的合理市值应该是5000亿元,高出格力电器1000-1500亿元”,刘步尘说。\n新能源汽车是不是出路?\n美的的“护盘”动作并非全无效果。\n今年5月14日,美的集团股价再度探底,最低跌至73.6元每股。两个交易日后,美的集团宣布全面进入新能源车领域。美的威灵汽车部件的电机驱动、热管理和辅助/自动驾驶三大产品线正式投产,并正式发布5款汽车零部件产品:驱动电机、电子水泵、电子油泵、电动压缩机和EPS电机。\n这一消息终于使得美的股价在当时有了小幅回升。\n家电业资深观察人士张彦斌对新浪财经表示,美的是进入的汽车产业链的一个环节,并不是主业转型汽车行业。所涉及的驱动电机、热管理和辅助/自动驾驶三大产品线都与家电有所关联。对此,他认为前景可期。\n不过,13年前,美的集团在汽车领域就有过一次失败的尝试。\n在早年家电行业的首轮“造车潮”中,美的曾是“淘金者”之一。这轮热潮始于1997年11月,当时的空调巨头春兰集团以7.2亿元接手东风汽车公司。随着家电市场竞争白热化、利润摊薄, “造车潮”在2003年左右达到顶峰,美的、奥克斯、波导、夏新、新飞、格林柯尔等都曾通过并购方式进军汽车业,谋求新的产业增长点。\n2003年至2004年,美的先是与和昆明方面签订了“云南美的汽车项目”,成立了云南美的汽车产业控股有限公司整合昆明地区的三家汽车生产企业,继而又收购了湖南三湘客车集团有限公司(简称“三湘客车”)。2005年至2006年,美的客车昆明和长沙生产基地建成投产。\n根据当年的公开报道,美的在上述两地项目的计划投资金额达35亿元,“力争在3-5年内进入中国客车行业前列”,将汽车项目培育成公司新的支柱产业。\n\n资料图:2007年美地客车长沙工业园展示的\"龙王\"豪华美的客车\n但没过几年,雄心勃勃的美的就遭遇了“滑铁卢”。因经营不善,美的客车基地于2008年年底全面停产。此后,云南美的旅行车有限公司被云南航天工业总公司100%回购,重新更名为“云南航天神州汽车有限公司”;三湘客车于2009年以6000万的总代价被比亚迪收购。\n美的的黯淡退场不是个案,包括春兰在内,前述提到的众多家电企业的造车计划都以失败告终。\n如今美的再次“染指”汽车业,其背景与当年也有些相似——家电业遭遇天花板,对于资本而言,家电业的想象空间急剧缩小,家电巨头将目光投向了新的风口。\n“随着新能源汽车、智能汽车的迅速兴起,很多非汽车企业也认为,进来分一杯羹的机会到了”,刘步尘对新浪财经表示。\n董明珠或许就是这样想的。她个人投资10亿元的银隆新能源汽车不仅没有交出一份满意的业绩答卷,反而陷入了巨额亏损和债务泥沼,原董事长魏银仓因侵占公司利益潜逃出境。\n同样对新能源汽车跃跃欲试的还有创维集团创始人黄宏生。今年4月27日,黄宏生控制的开沃新能源汽车集团(简称“开沃汽车”)发布“创维汽车”品牌。黄宏生宣称要投资300亿元,实现创维汽车进入全球十强的目标,在资本市场实现3000亿市值。\n尽管黄宏生画了一张大饼,但创维集团却连忙澄清称,创维只是转让品牌给开沃汽车,创维集团并不参与造车。而创维汽车获得业内评价是“缺乏核心技术卖点”。\n在当前“万物皆可造车”的背景下,家电企业重返汽车产业,是大势所趋?还是又一次盲目的多元化?\n“在美的管理层看来,家电产业发展到今天,已经进入存量竞争时代,增量越来越小,甚至已经没有增量空间了,企业要想持续实现营收增长,就必须向家电之外的领域延伸。进入汽车领域,正是这一背景下的决策”,刘步尘指出。\n值得注意的是,作为美的集团多元化业务以及科技转型的重要一环,该公司近年来着力打造的机器人产业表现难言乐观。\n自2017年美的斥资300亿元收购的工业机器人厂商德国库卡(KUKA)后,库卡营收就逐年下降,股价几近折半。财报显示,2020年美的集团机器人业务营收215.89亿元,同比大幅下滑14.3%。同时,因收购库卡而形成的庞大商誉还悬在美的头顶——于2020年12月31日,美的因收购库卡产生的商誉仍高达228.36亿元。\n竭力撕去家电标签的美的,在科技转型的道路上面临诸多考验。未来,库卡和威灵能否成为长期支撑美的股价的基本面?答案仍不明朗。","news_type":1,"symbols_score_info":{"000333":0.9}},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136124384,"gmtCreate":1622000743748,"gmtModify":1634184782555,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576043073516562","authorIdStr":"3576043073516562"},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136124384","repostId":"1106894116","repostType":4,"repost":{"id":"1106894116","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":1621999122,"share":"https://www.laohu8.com/m/news/1106894116?lang=&edition=full","pubTime":"2021-05-26 11:18","market":"sh","language":"zh","title":"在岸人民币兑美元升破6.4关口,为2018年6月来首次","url":"https://stock-news.laohu8.com/highlight/detail?id=1106894116","media":"老虎资讯综合","summary":"据中国货币网报价,在岸人民币兑美元升破6.4关口,为2018年6月来首次。","content":"<p>据中国货币网报价,在岸人民币兑美元升破6.4关口,为2018年6月来首次。 </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>在岸人民币兑美元升破6.4关口,为2018年6月来首次</title>\n<style 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}\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在岸人民币兑美元升破6.4关口,为2018年6月来首次\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-26 11:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据中国货币网报价,在岸人民币兑美元升破6.4关口,为2018年6月来首次。 </p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16d1fa6e9b69c5975060146f6c797ee5","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106894116","content_text":"据中国货币网报价,在岸人民币兑美元升破6.4关口,为2018年6月来首次。","news_type":1,"symbols_score_info":{"USDCNYmain":0.9}},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":133156000,"gmtCreate":1621730386600,"gmtModify":1634186979916,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576043073516562","authorIdStr":"3576043073516562"},"themes":[],"htmlText":"短期效果不大 长期投资OK","listText":"短期效果不大 长期投资OK","text":"短期效果不大 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继续高","listText":"霸气 继续高","text":"霸气 继续高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191378617","repostId":"1152691976","repostType":4,"repost":{"id":"1152691976","kind":"news","pubTimestamp":1620833087,"share":"https://www.laohu8.com/m/news/1152691976?lang=&edition=full","pubTime":"2021-05-12 23:24","market":"us","language":"zh","title":"美联储错了?美债市场5年通胀预期升至2005年来最高","url":"https://stock-news.laohu8.com/highlight/detail?id=1152691976","media":"新浪财经","summary":"美联储有关通胀率加快升高只是暂时情况的说法面临考验。","content":"<p>美国国债收益率上涨,债市衡量未来物价压力的指标跃升至多年高点。在4月份CPI大幅上升后,美联储有关通胀率加快升高只是暂时情况的说法面临考验。</p><p>10年期收益率上涨4个基点至1.67%左右,达到4月29日以来最高水平。受到普遍关注的2年期和10年期国债收益率差扩大至约149个基点,为本月以来最高,但仍保持在3月底创下的2015年以来峰值162基点下方。</p><p>4月CPI涨幅为2009年以来最大,同比上升4.2%。<b>债市5年盈亏平衡通胀率应声突破2.8%,创下2005年以来最高点。</b></p><p>Seaport Global的国债交易和策略部门董事总经理Tom di Galoma表示,“今天上午的数据让所谓通胀升高只是暂时现象的理论被一举摧毁”。</p><p>铜和木材等大宗商品飙升至创纪录水平,金融市场对通货膨胀的担忧在本月已蔓延开来。最新一轮美国公司业绩电话会议显示,通货膨胀这个词再次成为热议话题。</p><p>美联储官员一直强调,随着经济从疫情中反弹,通货膨胀的上升不会长期持续。副主席Richard Clarida周三重申了这个论调。但一些投资者可能无法信服。交易员押注美联储将在2023年提高利率,这比官员们预测的时间要早。</p><p>Bleakley Advisory Group首席投资官Peter Boockvar表示,“通货膨胀情况是普遍的,已经反映在官方数据中,市场和美联储希望这是暂时现象,但很遗憾,我坚持认为这不是。美联储的政策与现实脱节,这点令人恐惧”。</p><p>在美东时间下午1点410亿美元国债发行前,收益率可能获得更多上行动能。</p>","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>美联储错了?美债市场5年通胀预期升至2005年来最高</title>\n<style 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href=\"https://finance.sina.com.cn/stock/usstock/c/2021-05-12/doc-ikmxzfmm2081054.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-05-12/doc-ikmxzfmm2081054.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152691976","content_text":"美国国债收益率上涨,债市衡量未来物价压力的指标跃升至多年高点。在4月份CPI大幅上升后,美联储有关通胀率加快升高只是暂时情况的说法面临考验。10年期收益率上涨4个基点至1.67%左右,达到4月29日以来最高水平。受到普遍关注的2年期和10年期国债收益率差扩大至约149个基点,为本月以来最高,但仍保持在3月底创下的2015年以来峰值162基点下方。4月CPI涨幅为2009年以来最大,同比上升4.2%。债市5年盈亏平衡通胀率应声突破2.8%,创下2005年以来最高点。Seaport Global的国债交易和策略部门董事总经理Tom di Galoma表示,“今天上午的数据让所谓通胀升高只是暂时现象的理论被一举摧毁”。铜和木材等大宗商品飙升至创纪录水平,金融市场对通货膨胀的担忧在本月已蔓延开来。最新一轮美国公司业绩电话会议显示,通货膨胀这个词再次成为热议话题。美联储官员一直强调,随着经济从疫情中反弹,通货膨胀的上升不会长期持续。副主席Richard Clarida周三重申了这个论调。但一些投资者可能无法信服。交易员押注美联储将在2023年提高利率,这比官员们预测的时间要早。Bleakley Advisory Group首席投资官Peter Boockvar表示,“通货膨胀情况是普遍的,已经反映在官方数据中,市场和美联储希望这是暂时现象,但很遗憾,我坚持认为这不是。美联储的政策与现实脱节,这点令人恐惧”。在美东时间下午1点410亿美元国债发行前,收益率可能获得更多上行动能。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190157688,"gmtCreate":1620607803844,"gmtModify":1634197793300,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576043073516562","authorIdStr":"3576043073516562"},"themes":[],"htmlText":" SOS BTC 逢低买入不亏","listText":" SOS BTC 逢低买入不亏","text":"SOS BTC 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