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Winwin8

Winwin8

选择投资的目的是什么？赚钱？学习？还是抵抗通货膨胀

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0勋章

2021-09-02

$ChargePoint Holdings Inc.(CHPT)$ Should I sell or long hold? Pls advise

2021-08-20

$Microsoft(MSFT)$ a pcs of sweet

2021-07-07

Tesla 会崩盘吗？？

抱歉，原内容已删除

2021-09-02

Long hold stock

Why ChargePoint Holdings Shares Are Trading Higher Today<blockquote>为什么ChargePoint Holdings股价今天走高</blockquote>

2021-10-02

Good

抱歉，原内容已删除

2021-08-26

great job buy more earn more//@Win2彰恒: My first post

@Win2彰恒:$Apple(AAPL)$ apple is the king, who can compete me?? Show me一日一苹果医生远离我

2021-07-01

$Microsoft(MSFT)$ my first stock. Glad to see u keep going growth

2021-09-22

$iShares North American Tech-Software ETF(IGV)$ igv is a great combination of 150 tech stock. You may consider the ETF

2021-07-08

买入价格是多少,正在大跌

瑞穗证券：维持蔚来(NIO.US)“买入”评级，目标价65美元

2021-06-14

$ChargePoint Holdings Inc.(CHPT)$ this our future ev prospect stock👍

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10:07","market":"us","language":"zh","title":"“女股神”又减持24361股特斯拉，本月第七次","url":"https://stock-news.laohu8.com/highlight/detail?id=2170209678","media":"新浪美股","summary":"凯茜-伍德的方舟投资公司周一进一步减持了特斯拉股份，利用该公司股价持续上涨之际套现更多资金。\n伍德的两只基金——方舟自动化技术和机器人ETF与方舟下一代互联网ETF——周一卖出了24361股特斯拉股票","content":"<p><img src=\"https://static.tigerbbs.com/59dc34afbcdec70a2651a1f667c1693c\" tg-width=\"550\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p>\n<p>凯茜-伍德的方舟投资公司周一进一步减持了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股份，利用该公司股价持续上涨之际套现更多资金。</p>\n<p>伍德的两只基金——方舟自动化技术和<a href=\"https://laohu8.com/S/300024\">机器人</a>ETF与方舟下一代互联网ETF——周一卖出了24361股特斯拉股票，按收盘价计算价值约1928万美元。</p>\n<p>特斯拉股价周一上涨2.19%，收于791.36美元。</p>\n<p>包括这次出售在内，方舟投资本月已七次减持特斯拉股份，总计套现了约3.3亿美元。</p>\n<p>伍德的三只基金——方舟自动化技术和机器人ETF、方舟创新ETF与方舟下一代互联网ETF——都将特斯拉作为最大重仓股。目前这三只基金仍持有特斯拉超过405万股股票，价值约32亿美元。</p>\n<p>伍德在上周一次投资会议上重申了她对特斯拉的坚定看多立场，并戏言如果该股明年就能达到她给出的5年目标价、即3000美元，她将离开清仓离场。</p>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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“女股神”又减持24361股特斯拉，本月第七次\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 10:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-28/doc-iktzscyx6773839.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯茜-伍德的方舟投资公司周一进一步减持了特斯拉股份，利用该公司股价持续上涨之际套现更多资金。\n伍德的两只基金——方舟自动化技术和机器人ETF与方舟下一代互联网ETF——周一卖出了24361股特斯拉股票，按收盘价计算价值约1928万美元。\n特斯拉股价周一上涨2.19%，收于791.36美元。\n包括这次出售在内，方舟投资本月已七次减持特斯拉股份，总计套现了约3.3亿美元。\n伍德的三只基金——方舟自动化...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-28/doc-iktzscyx6773839.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/59dc34afbcdec70a2651a1f667c1693c","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-28/doc-iktzscyx6773839.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170209678","content_text":"凯茜-伍德的方舟投资公司周一进一步减持了特斯拉股份，利用该公司股价持续上涨之际套现更多资金。\n伍德的两只基金——方舟自动化技术和机器人ETF与方舟下一代互联网ETF——周一卖出了24361股特斯拉股票，按收盘价计算价值约1928万美元。\n特斯拉股价周一上涨2.19%，收于791.36美元。\n包括这次出售在内，方舟投资本月已七次减持特斯拉股份，总计套现了约3.3亿美元。\n伍德的三只基金——方舟自动化技术和机器人ETF、方舟创新ETF与方舟下一代互联网ETF——都将特斯拉作为最大重仓股。目前这三只基金仍持有特斯拉超过405万股股票，价值约32亿美元。\n伍德在上周一次投资会议上重申了她对特斯拉的坚定看多立场，并戏言如果该股明年就能达到她给出的5年目标价、即3000美元，她将离开清仓离场。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868233950,"gmtCreate":1632649159870,"gmtModify":1632798768244,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581737028877212","idStr":"3581737028877212"},"themes":[],"htmlText":"Is it","listText":"Is it","text":"Is it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868233950","repostId":"2170176756","repostType":2,"repost":{"id":"2170176756","kind":"highlight","pubTimestamp":1632648965,"share":"https://www.laohu8.com/m/news/2170176756?lang=zh_CN&edition=full","pubTime":"2021-09-26 17:36","market":"us","language":"zh","title":"中金海外：此轮美国利率上行可能有何异同？","url":"https://stock-news.laohu8.com/highlight/detail?id=2170176756","media":"Kevin策略研究","summary":"此轮利率上行可能有何异同?\n—2021年9月20日~9月26日\n报告发布时间：2021年09月26日\n摘要\n近期，美国长端利率再度上行，10年美债利率上周一度超过1.45%，相比8月初的1.17%低点","content":"<p><b>此轮利率上行可能有何异同?</b></p>\n<p><b>—2021年9月20日~9月26日</b></p>\n<p><b>报告发布时间：2021年09月26日</b></p>\n<p>摘要</p>\n<p>近期，美国长端利率再度上行，10年美债利率上周一度超过1.45%，相比8月初的1.17%低点已经上行28个基点。此次利率上行恰逢明显偏鹰派的9月FOMC会议后并非巧合，而其他一些推动利率上行的种子也已悄悄埋下，如疫情逐步见顶、财政部TGA账户已经降至2019年以来低位、美联储持续购买实际利率导致市场定价较为扭曲等。</p>\n<p>往前看，我们维持对长端利率短期内(减量正式开启前)可能上行的判断，名义利率的均衡水平在1.8%附近，实际利率隐含~100bp上行空间。对市场而言，利率的影响并非简单的取决于变动方向，变动速度及市场所身处环境更关键。</p>\n<p>那么，我们想探讨的问题是，从各个维度来看，当前与2月初那一轮有何异同之处?又会因此带来何种影响上的差异?</p>\n<p>1、微观节奏和催化剂存在可比之处：如疫情见顶基本对应实际利率见底，而财政政策的进展将会成为催化剂</p>\n<p>2、整体增长和政策环境已经不同：增长处于修复尾声、政策处于收紧前夕。因此相比2月，本轮利率变化可能呈现出上行周期比较短、实际利率主导而通胀预期持平甚至回落、短端利率同样上行这三点不同。这一背景下，黄金或将继续承压、股票风格会阶段转向价值，但中期还是成长</p>\n<p>3、美股估值：不论标普还是纳指都低于年初利率抬升时水平</p>\n<p>4、美国与非美周期不同：美国依然稳健、非美放缓更快。对比当前，中国增长已明显放缓，部分新兴还在受疫情影响，进而导致美国和非美增长裂口扩大。因此，与上一轮利率上行初期美元走弱、资金流入新兴市场不同，我们预计本轮可能会伴随着美元相对偏强、而新兴资金有流出压力。</p>\n<p>本周焦点：与2月份相比，此轮利率上行可能有哪些异同之处?</p>\n<p>近期，美国长端利率再度上行，10年美债利率上周一度超过1.45%，相比8月初的1.17%低点已经上行了28个基点(图表1)。</p>\n<p>此次利率上行恰逢明显偏鹰派的9月FOMC会议后并非巧合(图表2)(《9月FOMC：减量可能很快开启》)，符合我们一直强调的利率上行往往发生在预期阶段、而货币政策正式开始操作时通常反而见顶的历史规律(《关于QE减量的八问八答》)，而其他一些推动利率上行的种子也已经悄悄埋下，如疫情逐步见顶、财政部TGA账户已经降至2019年以来低位、美联储持续购买实际利率导致市场定价较为扭曲等等(图表3~5)。</p>\n<p><img src=\"https://static.tigerbbs.com/2ab925c8d4fcd3ab9a129741c48aac75\" tg-width=\"875\" tg-height=\"679\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/1f840bb19004d84ee570b9660e466b9d\" tg-width=\"885\" tg-height=\"338\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>往前看，我们依然维持对于长端利率在短期内(减量正式开启前)可能上行的判断，以部分“纠正”7~8月份因为疫情升级导致的名义利率大幅回落特别是实际利率定价扭曲的问题。我们测算，名义利率的均衡水平在1.8%附近，而实际利率按照与M2和储蓄率的历史关系看可能距离隐含的均衡水平存在~100bp左右的上行空间(《实际利率持续为负之“谜”》)(图表7~8)。</p>\n<p>对市场而言，利率的影响并非简单的取决于变动方向，2月上一轮利率上行和8月初底部以来的抬升已经不止一次说明了这一问题。相比之下，利率变动的速度以及市场所身处宏观和自身环境更为关键(图表6)。</p>\n<p><img src=\"https://static.tigerbbs.com/e1047b92b61ce2c4d94d022184b63677\" tg-width=\"873\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>那么，结合本轮利率上行，如果如我们预期的那样还有进一步空间的话，我们想探讨的问题是，从各个维度来看，当前与2月初那一轮有何异同之处?又会因此带来何种影响上的差异?</p>\n<p><b>1、微观节奏和催化剂存在可比之处：疫情见顶与财政政策催化剂</b></p>\n<p>从利率短期变化的微观节奏上看，上一轮疫情见顶(1月初)基本对应着实际利率见底，这与当前的环境类似(图表9)。我们注意到近期美国疫情逐步筑顶(图表3)，服务型消费也有回暖迹象(图表10)(《美国服务消费有回暖迹象(9月25日)》)，这也是当前实际利率见底的大背景。</p>\n<p>随后利率在2月初的快速上行，则与当时1.9万亿美元财政刺激出现积极进展的催化剂有直接关系(《美国新一轮财政刺激渐行渐近 2021年2月1日~2月7日》)。往前看，美国9月底到10月中旬也面临一系列的重要的财政政策日程，如5500亿基建计划、包含加税方案的3.5亿财政支出、10月1日新一财年的支出预算(如不能顺利通过则面临政府关门)、10月中旬可能触及的债务上限(可能导致政府违约)(图表12~13)。</p>\n<p>与2月初类似，这一系列财政政策的变化(如新的支出法案通过、或债务上限提升后TGA账户再度回升，图表11)都有可能成为利率变化的催化剂，而中间过程的曲折则可能会对市场造成扰动，这也是我们一再提示对此需要重点关注的原因(《9月海外市场的几个关键变量》)。</p>\n<p><img src=\"https://static.tigerbbs.com/42013f9424a839f2e3394b1aee3557e5\" tg-width=\"881\" tg-height=\"681\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>2、整体增长和政策环境已经不同：增长处于修复尾声、政策处于收紧前夕</b></p>\n<p>虽然在短期微观环境、节奏和事件性催化剂上，此轮利率变化与2月初有一些可以比较和借鉴之处，但是大的经济周期和政策环境已然不同，进而可能导致利率上行的形态和节奏存在差异。</p>\n<p>一方面，美国增长已经不像去年底处于修复的初期，向上的二阶导数最快的阶段逐步过去。从目前增长路径来看，二季度同比高点过去后，三季度原本预计是环比高点，但由于疫情升级在7~8月份造成了较大冲击，三季度反而提供了一个环比低基数，进而有可能推动四季度增长出现不错的环比改善。不过，即便如此，增长最快阶段可能已经逐步过去，明年初或逐步回落(图表14)，除非接下来基建和新一轮财政刺激计划大超预期，但目前来看3.5万亿支出计划存在一定变数。</p>\n<p><img src=\"https://static.tigerbbs.com/e546324010cf46bb1ada447f75a75318\" tg-width=\"873\" tg-height=\"361\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>另一方面，货币政策环境已然不同。最新的9月FOMC会议已经传递了较为强烈的QE减量即将开始的信号、而且结束时间也可能比预期预想的更要更鹰派(《9月FOMC：减量可能很快开启》)，这与2月初的环境是截然不同的(图表15，19)。</p>\n<p>因此综合这两点不同，如果我们上面假设的路径是对的，那么相比2月，本轮利率变化可能呈现出上行周期比较短(正式减量后逐步筑顶以反映增长预期的逐步回落)、实际利率主导而通胀预期持平甚至回落(流动性退出预期纠正被严重扭曲的实际利率定价，而通胀预期则很难再出现年初大宗商品在当时增长加速和再通胀预期下的大幅抬升)、短端利率同样上行(体现货币政策退出的效果)这三点不同(图表16~18，20，22)。</p>\n<p>这一背景下，黄金或将继续承压、股票风格在利率阶段性上行期间可能会再转向银行等价值股，但由于增长周期也可能逐步回落，我们预计中期可能还是以与大的宏观增长环境相关性较低的成长为主(图表35)。</p>\n<p><img src=\"https://static.tigerbbs.com/c0d5eb532977fb96d503667c00c12b6c\" tg-width=\"879\" tg-height=\"708\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/47994d71735efe52ffd31ff6bd197bab\" tg-width=\"876\" tg-height=\"487\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/5d155963d8454026b91ad7ca914ea436\" tg-width=\"877\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e18cb3e41001723f1c98d8172671c206\" tg-width=\"742\" tg-height=\"711\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/82c7d3b259e5df5407c186e97bba67e5\" tg-width=\"750\" tg-height=\"330\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>3、美股估值：低于年初利率抬升时水平</b></p>\n<p>得益于美股盈利在一二季度持续且大幅的修复，当前美股估值不论是标普500(当前22倍 vs. 年初25~26倍)、还是偏成长的纳斯达克(当前30倍 vs. 年初32倍)，反而都要低于年初利率上行时的水平(图表21)。</p>\n<p>当前流动性和增长环境能够支撑的估值也高于也要高于当时(图表72)。</p>\n<p><b>4、美国与非美的增长周期不同：美国依然稳健、非美放缓更快</b></p>\n<p>除了上述美国自身增长和政策环境外，美国和非美地区的相对对比也已经出现很大变化。去年底和今年初上一轮利率上行期间，中国和大部分新兴市场也处于增长改善和预期加速向上的阶段，这解释了当时资金大量流入包括中国在内的新兴市场(图表26~27)、美元走弱、以及大宗商品的快速走高。</p>\n<p>但是对比当前，中国增长已经明显放缓，而部分新兴市场还在受疫情升级和缺乏疫苗困扰导致增长一度大幅回落，如越南(图表28~30)。美国和非美国家增长裂口的扩大、叠加美联储政策退出的临近和美债利率上行，可能会在经常账户原本因为疫情提供受损的背景下，资本项下也面临压力。</p>\n<p>因此，与上一轮利率上行初期美元走弱、资金流入新兴市场不同，我们预计本轮可能会伴随着美元相对偏强、而新兴市场资金有流出压力的情形。</p>\n<p><img src=\"https://static.tigerbbs.com/b289733eadc7cd82eefb3624048197ed\" tg-width=\"761\" tg-height=\"610\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/58fe36084f4f8b333d587fcc004a4bb3\" tg-width=\"757\" tg-height=\"285\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>市场动态：FOMC传递鹰派信号，利率美元走强，实际利率抬升，价值跑赢成长</p>\n<p>资产表现：大宗&gt;股&gt;债;利率快速抬升，价值领涨</p>\n<p>过去一周，周一美欧股市一度受港股房地产板块大幅波动波及而回调。周三结束的9月FOMC议息会议从多方面看都更为鹰派，传递了较为强烈的减量信号且结束时间可能更早，但不同资产的反映却存在一定分歧。长端国债在当天并未出现明显抬升，但周四明显上行至1.45%，可能反应了鹰派信号的滞后效果。相比之下，美股市场的表现更为积极，后三天持续反弹修复。不过我们依然建议需要关注利率快速抬升、以及后续一系列财政政策不确定性的可能扰动。利率的上行导致价值股再度领先、FAAMNG为代表的成长股下跌，这与历次规律和我们强调的情形一致。</p>\n<p>整体来看，美元计价下，大宗&gt;股&gt;债;原油、印度、铜领涨，比特币、VIX多头、美国中概、港股领跌。分行业来看，能源、银行、消费者服务等领涨，耐用消费品、房地产、公用事业等领跌。利率方面，10年美债利率快速抬升至1.45%，上升约9bp，其中实际利率抬升10bp，通胀预期下降1bp;美国投资级信用利差走阔，高收益债信用利差收窄。</p>\n<p><img src=\"https://static.tigerbbs.com/a83e3d37e64e5da70743d3771c18d3a6\" tg-width=\"759\" tg-height=\"281\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/0e3434b0e35a935180ca55d3c9140b7d\" tg-width=\"758\" tg-height=\"290\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>情绪仓位：美股转为多头，美元净多头增加</b></p>\n<p>过去一周，美股看空/看多期权比例较上周继续抬升;欧美股市超买程度均抬升，日本、新兴回落;黄金、布油抬升;美股投机性仓位由空转多</p>\n<p><img src=\"https://static.tigerbbs.com/8cd76be0c1a5bd3741f8748b3369cb10\" tg-width=\"756\" tg-height=\"578\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/fb501a93af2a3df319bb559be1ecae29\" tg-width=\"748\" tg-height=\"283\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>资金流向：股市38周流入后首度流出</b></p>\n<p>过去一周，债市流入大幅放缓，股市在连续38周流入后首度转为流出，货币基金转为流入。分市场看，欧美股市转为流出，日本及新兴市场加速流入。</p>\n<p><img src=\"https://static.tigerbbs.com/a5fc6232fa61ab31813c417b88d298ae\" tg-width=\"888\" tg-height=\"679\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>基本面与政策：欧美9月<a href=\"https://laohu8.com/S/MRKT\">Markit</a> PMI均出现回落且不及预期</b></p>\n<p>美国方面，9月MarkitPMI相对低迷。9月Markit制造业PMI初值降至60.5，创2021年4月以来新低，一定程度上也继续体现了疫情的影响。分项来看，产出创2020年10月以来新低，新订单降至2021年3月以来新低，在手订单抬升至2007年以来最高。生产线仍然受到原材料短缺、运输挑战以及劳动力短缺的困扰。与此同时，出厂价格抬升至历史新高，供应时间也创有记录以来最长。9月Markit服务业PMI初值同样回落至54.4且不及预期。8月新屋开工增幅超预期，建筑许可同样抬升，新屋销售也连续第二个月上涨。</p>\n<p>欧洲方面，9月Markit制造业及服务业PMI均出现回落且不及预期，最大经济体德国的PMI数据同样低于预期，显示出持续的供应链中断以及最近天然气价格的飙升对欧洲经济复苏造成一定困扰。</p>\n<p><img src=\"https://static.tigerbbs.com/bf1a0196dcbec9084d24308e1215b636\" tg-width=\"870\" tg-height=\"679\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/f4b1b95f81ecf8fb9f3661a14f7b6033\" tg-width=\"871\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>市场估值：美股估值略低于增长和利率环境支撑水平</b></p>\n<p>当前标普500指数24.9倍静态P/E低于增长(9月Markit制造业PMI=60.5)和流动性(10年美债利率1.45%)能够支撑的合理水平(~25.3倍)。</p>\n<p><img src=\"https://static.tigerbbs.com/9fa79a0c24e4743004813027fb125e1f\" tg-width=\"871\" tg-height=\"334\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"kevinclyj","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>中金海外：此轮美国利率上行可能有何异同？</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中金海外：此轮美国利率上行可能有何异同？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-26 17:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/565679.html><strong>Kevin策略研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>此轮利率上行可能有何异同?\n—2021年9月20日~9月26日\n报告发布时间：2021年09月26日\n摘要\n近期，美国长端利率再度上行，10年美债利率上周一度超过1.45%，相比8月初的1.17%低点已经上行28个基点。此次利率上行恰逢明显偏鹰派的9月FOMC会议后并非巧合，而其他一些推动利率上行的种子也已悄悄埋下，如疫情逐步见顶、财政部TGA账户已经降至2019年以来低位、美联储持续购买实际利率...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/565679.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{".DJI":"道琼斯"},"source_url":"http://www.zhitongcaijing.com/content/detail/565679.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170176756","content_text":"此轮利率上行可能有何异同?\n—2021年9月20日~9月26日\n报告发布时间：2021年09月26日\n摘要\n近期，美国长端利率再度上行，10年美债利率上周一度超过1.45%，相比8月初的1.17%低点已经上行28个基点。此次利率上行恰逢明显偏鹰派的9月FOMC会议后并非巧合，而其他一些推动利率上行的种子也已悄悄埋下，如疫情逐步见顶、财政部TGA账户已经降至2019年以来低位、美联储持续购买实际利率导致市场定价较为扭曲等。\n往前看，我们维持对长端利率短期内(减量正式开启前)可能上行的判断，名义利率的均衡水平在1.8%附近，实际利率隐含~100bp上行空间。对市场而言，利率的影响并非简单的取决于变动方向，变动速度及市场所身处环境更关键。\n那么，我们想探讨的问题是，从各个维度来看，当前与2月初那一轮有何异同之处?又会因此带来何种影响上的差异?\n1、微观节奏和催化剂存在可比之处：如疫情见顶基本对应实际利率见底，而财政政策的进展将会成为催化剂\n2、整体增长和政策环境已经不同：增长处于修复尾声、政策处于收紧前夕。因此相比2月，本轮利率变化可能呈现出上行周期比较短、实际利率主导而通胀预期持平甚至回落、短端利率同样上行这三点不同。这一背景下，黄金或将继续承压、股票风格会阶段转向价值，但中期还是成长\n3、美股估值：不论标普还是纳指都低于年初利率抬升时水平\n4、美国与非美周期不同：美国依然稳健、非美放缓更快。对比当前，中国增长已明显放缓，部分新兴还在受疫情影响，进而导致美国和非美增长裂口扩大。因此，与上一轮利率上行初期美元走弱、资金流入新兴市场不同，我们预计本轮可能会伴随着美元相对偏强、而新兴资金有流出压力。\n本周焦点：与2月份相比，此轮利率上行可能有哪些异同之处?\n近期，美国长端利率再度上行，10年美债利率上周一度超过1.45%，相比8月初的1.17%低点已经上行了28个基点(图表1)。\n此次利率上行恰逢明显偏鹰派的9月FOMC会议后并非巧合(图表2)(《9月FOMC：减量可能很快开启》)，符合我们一直强调的利率上行往往发生在预期阶段、而货币政策正式开始操作时通常反而见顶的历史规律(《关于QE减量的八问八答》)，而其他一些推动利率上行的种子也已经悄悄埋下，如疫情逐步见顶、财政部TGA账户已经降至2019年以来低位、美联储持续购买实际利率导致市场定价较为扭曲等等(图表3~5)。\n\n往前看，我们依然维持对于长端利率在短期内(减量正式开启前)可能上行的判断，以部分“纠正”7~8月份因为疫情升级导致的名义利率大幅回落特别是实际利率定价扭曲的问题。我们测算，名义利率的均衡水平在1.8%附近，而实际利率按照与M2和储蓄率的历史关系看可能距离隐含的均衡水平存在~100bp左右的上行空间(《实际利率持续为负之“谜”》)(图表7~8)。\n对市场而言，利率的影响并非简单的取决于变动方向，2月上一轮利率上行和8月初底部以来的抬升已经不止一次说明了这一问题。相比之下，利率变动的速度以及市场所身处宏观和自身环境更为关键(图表6)。\n\n那么，结合本轮利率上行，如果如我们预期的那样还有进一步空间的话，我们想探讨的问题是，从各个维度来看，当前与2月初那一轮有何异同之处?又会因此带来何种影响上的差异?\n1、微观节奏和催化剂存在可比之处：疫情见顶与财政政策催化剂\n从利率短期变化的微观节奏上看，上一轮疫情见顶(1月初)基本对应着实际利率见底，这与当前的环境类似(图表9)。我们注意到近期美国疫情逐步筑顶(图表3)，服务型消费也有回暖迹象(图表10)(《美国服务消费有回暖迹象(9月25日)》)，这也是当前实际利率见底的大背景。\n随后利率在2月初的快速上行，则与当时1.9万亿美元财政刺激出现积极进展的催化剂有直接关系(《美国新一轮财政刺激渐行渐近 2021年2月1日~2月7日》)。往前看，美国9月底到10月中旬也面临一系列的重要的财政政策日程，如5500亿基建计划、包含加税方案的3.5亿财政支出、10月1日新一财年的支出预算(如不能顺利通过则面临政府关门)、10月中旬可能触及的债务上限(可能导致政府违约)(图表12~13)。\n与2月初类似，这一系列财政政策的变化(如新的支出法案通过、或债务上限提升后TGA账户再度回升，图表11)都有可能成为利率变化的催化剂，而中间过程的曲折则可能会对市场造成扰动，这也是我们一再提示对此需要重点关注的原因(《9月海外市场的几个关键变量》)。\n\n2、整体增长和政策环境已经不同：增长处于修复尾声、政策处于收紧前夕\n虽然在短期微观环境、节奏和事件性催化剂上，此轮利率变化与2月初有一些可以比较和借鉴之处，但是大的经济周期和政策环境已然不同，进而可能导致利率上行的形态和节奏存在差异。\n一方面，美国增长已经不像去年底处于修复的初期，向上的二阶导数最快的阶段逐步过去。从目前增长路径来看，二季度同比高点过去后，三季度原本预计是环比高点，但由于疫情升级在7~8月份造成了较大冲击，三季度反而提供了一个环比低基数，进而有可能推动四季度增长出现不错的环比改善。不过，即便如此，增长最快阶段可能已经逐步过去，明年初或逐步回落(图表14)，除非接下来基建和新一轮财政刺激计划大超预期，但目前来看3.5万亿支出计划存在一定变数。\n\n另一方面，货币政策环境已然不同。最新的9月FOMC会议已经传递了较为强烈的QE减量即将开始的信号、而且结束时间也可能比预期预想的更要更鹰派(《9月FOMC：减量可能很快开启》)，这与2月初的环境是截然不同的(图表15，19)。\n因此综合这两点不同，如果我们上面假设的路径是对的，那么相比2月，本轮利率变化可能呈现出上行周期比较短(正式减量后逐步筑顶以反映增长预期的逐步回落)、实际利率主导而通胀预期持平甚至回落(流动性退出预期纠正被严重扭曲的实际利率定价，而通胀预期则很难再出现年初大宗商品在当时增长加速和再通胀预期下的大幅抬升)、短端利率同样上行(体现货币政策退出的效果)这三点不同(图表16~18，20，22)。\n这一背景下，黄金或将继续承压、股票风格在利率阶段性上行期间可能会再转向银行等价值股，但由于增长周期也可能逐步回落，我们预计中期可能还是以与大的宏观增长环境相关性较低的成长为主(图表35)。\n\n3、美股估值：低于年初利率抬升时水平\n得益于美股盈利在一二季度持续且大幅的修复，当前美股估值不论是标普500(当前22倍 vs. 年初25~26倍)、还是偏成长的纳斯达克(当前30倍 vs. 年初32倍)，反而都要低于年初利率上行时的水平(图表21)。\n当前流动性和增长环境能够支撑的估值也高于也要高于当时(图表72)。\n4、美国与非美的增长周期不同：美国依然稳健、非美放缓更快\n除了上述美国自身增长和政策环境外，美国和非美地区的相对对比也已经出现很大变化。去年底和今年初上一轮利率上行期间，中国和大部分新兴市场也处于增长改善和预期加速向上的阶段，这解释了当时资金大量流入包括中国在内的新兴市场(图表26~27)、美元走弱、以及大宗商品的快速走高。\n但是对比当前，中国增长已经明显放缓，而部分新兴市场还在受疫情升级和缺乏疫苗困扰导致增长一度大幅回落，如越南(图表28~30)。美国和非美国家增长裂口的扩大、叠加美联储政策退出的临近和美债利率上行，可能会在经常账户原本因为疫情提供受损的背景下，资本项下也面临压力。\n因此，与上一轮利率上行初期美元走弱、资金流入新兴市场不同，我们预计本轮可能会伴随着美元相对偏强、而新兴市场资金有流出压力的情形。\n\n市场动态：FOMC传递鹰派信号，利率美元走强，实际利率抬升，价值跑赢成长\n资产表现：大宗>股>债;利率快速抬升，价值领涨\n过去一周，周一美欧股市一度受港股房地产板块大幅波动波及而回调。周三结束的9月FOMC议息会议从多方面看都更为鹰派，传递了较为强烈的减量信号且结束时间可能更早，但不同资产的反映却存在一定分歧。长端国债在当天并未出现明显抬升，但周四明显上行至1.45%，可能反应了鹰派信号的滞后效果。相比之下，美股市场的表现更为积极，后三天持续反弹修复。不过我们依然建议需要关注利率快速抬升、以及后续一系列财政政策不确定性的可能扰动。利率的上行导致价值股再度领先、FAAMNG为代表的成长股下跌，这与历次规律和我们强调的情形一致。\n整体来看，美元计价下，大宗>股>债;原油、印度、铜领涨，比特币、VIX多头、美国中概、港股领跌。分行业来看，能源、银行、消费者服务等领涨，耐用消费品、房地产、公用事业等领跌。利率方面，10年美债利率快速抬升至1.45%，上升约9bp，其中实际利率抬升10bp，通胀预期下降1bp;美国投资级信用利差走阔，高收益债信用利差收窄。\n\n情绪仓位：美股转为多头，美元净多头增加\n过去一周，美股看空/看多期权比例较上周继续抬升;欧美股市超买程度均抬升，日本、新兴回落;黄金、布油抬升;美股投机性仓位由空转多\n\n资金流向：股市38周流入后首度流出\n过去一周，债市流入大幅放缓，股市在连续38周流入后首度转为流出，货币基金转为流入。分市场看，欧美股市转为流出，日本及新兴市场加速流入。\n\n基本面与政策：欧美9月Markit PMI均出现回落且不及预期\n美国方面，9月MarkitPMI相对低迷。9月Markit制造业PMI初值降至60.5，创2021年4月以来新低，一定程度上也继续体现了疫情的影响。分项来看，产出创2020年10月以来新低，新订单降至2021年3月以来新低，在手订单抬升至2007年以来最高。生产线仍然受到原材料短缺、运输挑战以及劳动力短缺的困扰。与此同时，出厂价格抬升至历史新高，供应时间也创有记录以来最长。9月Markit服务业PMI初值同样回落至54.4且不及预期。8月新屋开工增幅超预期，建筑许可同样抬升，新屋销售也连续第二个月上涨。\n欧洲方面，9月Markit制造业及服务业PMI均出现回落且不及预期，最大经济体德国的PMI数据同样低于预期，显示出持续的供应链中断以及最近天然气价格的飙升对欧洲经济复苏造成一定困扰。\n\n市场估值：美股估值略低于增长和利率环境支撑水平\n当前标普500指数24.9倍静态P/E低于增长(9月Markit制造业PMI=60.5)和流动性(10年美债利率1.45%)能够支撑的合理水平(~25.3倍)。","news_type":1,"symbols_score_info":{"ZBmain":0.9,"ZFmain":0.9,"UBmain":0.9,"ZNmain":0.9,"ZTmain":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869872642,"gmtCreate":1632275920486,"gmtModify":1632801552279,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581737028877212","idStr":"3581737028877212"},"themes":[],"htmlText":"<a 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is the future to charges the ev car across Europe and Us","listText":"CHPT is the future to charges the ev car across Europe and Us","text":"CHPT is the future to charges the ev car across Europe and Us","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/884126376","repostId":"2167935325","repostType":2,"isVote":1,"tweetType":1,"viewCount":2370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885293141,"gmtCreate":1631794853383,"gmtModify":1631890230716,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581737028877212","idStr":"3581737028877212"},"themes":[],"htmlText":"Tq","listText":"Tq","text":"Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/885293141","repostId":"1162449625","repostType":2,"repost":{"id":"1162449625","kind":"news","pubTimestamp":1631791724,"share":"https://www.laohu8.com/m/news/1162449625?lang=zh_CN&edition=full","pubTime":"2021-09-16 19:28","market":"us","language":"zh","title":"美股期权上周创2万亿交易量记录，对本周五的四巫日意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1162449625","media":"期权世界","summary":"美国股市已经从5日连跌的阴霾中走出，几乎追平了自2020年2月新冠疫情爆发以来的最长连续6日跌幅的纪录。投资者目光亦转向市场的技术面，尤其是即将于本周五到来的“四巫日”，届时将有约1.5万亿的标普50","content":"<p>美国股市已经从5日连跌的阴霾中走出，几乎追平了自2020年2月新冠疫情爆发以来的最长连续6日跌幅的纪录。投资者目光亦转向市场的技术面，尤其是即将于本周五到来的“四巫日”，届时将有约1.5万亿的标普500指数(SPX)期权到期，以及1.4万亿以美元为标的各种期权将于本周五下午收市时到期，其中包括了除一月外第二大量级的单只个股期权。</p>\n<p>以下是由高盛提供的对于本周五四巫日的三点观察：</p>\n<p>1、相较于Delta-one衍生品交易量，普通期权交易量持续增长。今年第三季度，不论指数和个股期权都显示出交易量增加，然而Delta-one的交易量(包括期货和个股)却有所降低。而过往交易量远低于100%的SPX期权的名义交易量，本季度已较对应的期货交易量翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/b3ba30fecf405935aa1701fcb7342967\" tg-width=\"831\" tg-height=\"446\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>个股期权9月至今的名义交易量已经达到5000亿美元/日，是标的个股交易量的140%。</p>\n<p><img src=\"https://static.tigerbbs.com/51c80c9d643738fff37047e7a81978ac\" tg-width=\"830\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>对于那些追求使用波浪理论交易的散户交易者来说，期权市场逐步成为交易流动性不可或缺的重要来源，这已经不是什么秘密了。</p>\n<p>2、刚过去的周五(9月10日)是美国上市期权市场的第一个2万亿美元名义交易量日。将期权名义交易量与股票市值相比，上周五也创下了最大交易量的记录。</p>\n<p><img src=\"https://static.tigerbbs.com/efe7b4b37a823836c78fd4985cfaea69\" tg-width=\"830\" tg-height=\"430\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这2万亿的交易量中包含了9750亿的SPX期权，其中有3300亿在同一日到期，1200亿在下一交易日(即9月13日周一)到期。高盛注意到，在标普500连续5日的下跌中，这些巨额、深度看跌的期权，反映出投资者并不会在日常交易中提前做好计划并持续对冲，而是在市场发生下跌后才会想起对冲。</p>\n<p>3、大量对冲：在短线临近到期日的期权对冲交易量很大的情况下，Skew曲线的左侧(downside，即下行)斜率非常大。高盛指出，尽管横切挂钩标的和波动率曲面(Vol Surface)的skew曲线斜率很大，但SPX左侧的交易仍表现强劲。短线临期的期权对冲量在提升：1到3个月的SPX深度价外看跌期权的交易量处于底部范围，然而近两周来，有15%的距离到期日不足一个月的深度价外看跌期权价格却创下了自2020年新冠疫情爆发以来的新高。</p>\n<p><img src=\"https://static.tigerbbs.com/79c015acb929d6546d055da2c5e55bca\" tg-width=\"830\" tg-height=\"247\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>临期的个股期权交易量也有相似的活跃度：总交易量的71%是由不足2周到期的临期期权构成的。这些交易集中于少数标的——58%的活跃交易集中于5个标的，84%的交易量集中于前50大个股。标普500指数成分股一个月的skew曲线在第三季度显著提升，相较于去年，现在的价格处于其97%的历史分位。</p>","source":"lsy1631791748419","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>美股期权上周创2万亿交易量记录，对本周五的四巫日意味着什么？</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美股期权上周创2万亿交易量记录，对本周五的四巫日意味着什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-16 19:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/EzfOEeipR5emUj-EjSJcHQ><strong>期权世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国股市已经从5日连跌的阴霾中走出，几乎追平了自2020年2月新冠疫情爆发以来的最长连续6日跌幅的纪录。投资者目光亦转向市场的技术面，尤其是即将于本周五到来的“四巫日”，届时将有约1.5万亿的标普500指数(SPX)期权到期，以及1.4万亿以美元为标的各种期权将于本周五下午收市时到期，其中包括了除一月外第二大量级的单只个股期权。\n以下是由高盛提供的对于本周五四巫日的三点观察：\n1、相较于Delta...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/EzfOEeipR5emUj-EjSJcHQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","GS":"高盛","SPY":"标普500ETF","OEX":"标普100","SH":"做空标普500-Proshares"},"source_url":"https://mp.weixin.qq.com/s/EzfOEeipR5emUj-EjSJcHQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162449625","content_text":"美国股市已经从5日连跌的阴霾中走出，几乎追平了自2020年2月新冠疫情爆发以来的最长连续6日跌幅的纪录。投资者目光亦转向市场的技术面，尤其是即将于本周五到来的“四巫日”，届时将有约1.5万亿的标普500指数(SPX)期权到期，以及1.4万亿以美元为标的各种期权将于本周五下午收市时到期，其中包括了除一月外第二大量级的单只个股期权。\n以下是由高盛提供的对于本周五四巫日的三点观察：\n1、相较于Delta-one衍生品交易量，普通期权交易量持续增长。今年第三季度，不论指数和个股期权都显示出交易量增加，然而Delta-one的交易量(包括期货和个股)却有所降低。而过往交易量远低于100%的SPX期权的名义交易量，本季度已较对应的期货交易量翻倍。\n\n个股期权9月至今的名义交易量已经达到5000亿美元/日，是标的个股交易量的140%。\n\n对于那些追求使用波浪理论交易的散户交易者来说，期权市场逐步成为交易流动性不可或缺的重要来源，这已经不是什么秘密了。\n2、刚过去的周五(9月10日)是美国上市期权市场的第一个2万亿美元名义交易量日。将期权名义交易量与股票市值相比，上周五也创下了最大交易量的记录。\n\n这2万亿的交易量中包含了9750亿的SPX期权，其中有3300亿在同一日到期，1200亿在下一交易日(即9月13日周一)到期。高盛注意到，在标普500连续5日的下跌中，这些巨额、深度看跌的期权，反映出投资者并不会在日常交易中提前做好计划并持续对冲，而是在市场发生下跌后才会想起对冲。\n3、大量对冲：在短线临近到期日的期权对冲交易量很大的情况下，Skew曲线的左侧(downside，即下行)斜率非常大。高盛指出，尽管横切挂钩标的和波动率曲面(Vol Surface)的skew曲线斜率很大，但SPX左侧的交易仍表现强劲。短线临期的期权对冲量在提升：1到3个月的SPX深度价外看跌期权的交易量处于底部范围，然而近两周来，有15%的距离到期日不足一个月的深度价外看跌期权价格却创下了自2020年新冠疫情爆发以来的新高。\n\n临期的个股期权交易量也有相似的活跃度：总交易量的71%是由不足2周到期的临期期权构成的。这些交易集中于少数标的——58%的活跃交易集中于5个标的，84%的交易量集中于前50大个股。标普500指数成分股一个月的skew曲线在第三季度显著提升，相较于去年，现在的价格处于其97%的历史分位。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SSO":0.9,"AONE.U":0.9,"IVV":0.9,"SPXU":0.9,"SH":0.9,".SPX":0.9,"SDS":0.9,"ESmain":0.9,"GS":0.9,"SPY":0.9,"UPRO":0.9,"OEX":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882180770,"gmtCreate":1631667060290,"gmtModify":1631890230717,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581737028877212","idStr":"3581737028877212"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882180770","repostId":"2167563578","repostType":2,"repost":{"id":"2167563578","kind":"news","pubTimestamp":1631673744,"share":"https://www.laohu8.com/m/news/2167563578?lang=zh_CN&edition=full","pubTime":"2021-09-15 10:42","market":"us","language":"zh","title":"微软宣布600亿美元股票回购计划，季度派息提高11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2167563578","media":"智通财经","summary":"微软周二表示，该公司董事会已经批准一项新的股票回购计划，规模最高可达600亿美元;此项股票回购计划没有截止日期，可能随时终止。与此同时，该公司将季度派息提高11%至每股0.62美元，较上一季度增加0.","content":"<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>周二表示，该公司董事会已经批准一项新的股票回购计划，规模最高可达600亿美元;此项股票回购计划没有截止日期，可能随时终止。与此同时，该公司将季度派息提高11%至每股0.62美元，较上一季度增加0.06美元。</p>\n<p>此外，微软还任命布拉德·史密斯(Brad Smith)担任微软总裁及副董事长。</p>\n<p><img src=\"https://static.tigerbbs.com/04d1df2796e4dda17fce10b8507fc896\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","source":"stock_zhitongcaijing","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>微软宣布600亿美元股票回购计划，季度派息提高11%</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微软宣布600亿美元股票回购计划，季度派息提高11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 10:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/560268.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>微软周二表示，该公司董事会已经批准一项新的股票回购计划，规模最高可达600亿美元;此项股票回购计划没有截止日期，可能随时终止。与此同时，该公司将季度派息提高11%至每股0.62美元，较上一季度增加0.06美元。\n此外，微软还任命布拉德·史密斯(Brad Smith)担任微软总裁及副董事长。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/560268.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1a4cc202709ea1e312bac26753316a5","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/560268.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167563578","content_text":"微软周二表示，该公司董事会已经批准一项新的股票回购计划，规模最高可达600亿美元;此项股票回购计划没有截止日期，可能随时终止。与此同时，该公司将季度派息提高11%至每股0.62美元，较上一季度增加0.06美元。\n此外，微软还任命布拉德·史密斯(Brad Smith)担任微软总裁及副董事长。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883288836,"gmtCreate":1631244169825,"gmtModify":1631890230720,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581737028877212","idStr":"3581737028877212"},"themes":[],"htmlText":"I'm would like to share the stock market won't collapse. Short term downtrend won't be long. Keep investing is plan for ffuture retirement. 😜😀","listText":"I'm would like to share the stock market won't collapse. Short term downtrend won't be long. Keep investing is plan for ffuture retirement. 😜😀","text":"I'm would like to share the stock market won't collapse. Short term downtrend won't be long. Keep investing is plan for ffuture retirement. 😜😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883288836","repostId":"1130229315","repostType":2,"repost":{"id":"1130229315","kind":"news","pubTimestamp":1631241839,"share":"https://www.laohu8.com/m/news/1130229315?lang=zh_CN&edition=full","pubTime":"2021-09-10 10:43","market":"us","language":"zh","title":"“全都是泡沫”，股市会因美联储加息崩盘吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1130229315","media":"36氪","summary":"美联储的加息之路一直走得艰难，似乎每一次都会触犯众怒。\n\n传奇投资人、橡树资本联合创始人霍华德·马克斯近日表示，现在是美联储考虑加息的时候了，否则将悔之晚矣...美联储的工作不是为投资者赚钱，当经济强","content":"<blockquote>\n 美联储的加息之路一直走得艰难，似乎每一次都会触犯众怒。\n</blockquote>\n<p>传奇投资人、<a href=\"https://laohu8.com/S/OAK\">橡树资本</a>联合创始人霍华德·马克斯近日表示，现在是美联储考虑加息的时候了，否则将悔之晚矣...美联储的工作不是为投资者赚钱，当经济强劲时，美联储必须停止紧急措施，让利率回升。</p>\n<p><img src=\"https://static.tigerbbs.com/71045a59cc5366e44558149a3fe54b04\" tg-width=\"818\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p>\n<p>图1：十年期美债收益率走势（2020.8.24-今）来源：wind，36kr制图</p>\n<p>事实上，今年以来，资本市场最担忧的正是全球流动性收紧。在此预期下，再叠加通胀的影响，3月间十年美债收益率一度升破1.7%，更依赖低利率环境的科技股也遭遇了一轮杀跌。</p>\n<p>加息为何会引起恐慌？加息之后的股市，特别是更依赖低利率环境的科技股将何去可从？</p>\n<p><b>01 美联储加息为何如此重要？</b></p>\n<p>美联储的政策框架是典型的双目标制，即货币政策的制定围绕就业与通胀这两大核心目标。</p>\n<p>由此可以看到，在经济衰退期，美联储一般采取宽松的货币政策，抑制衰退；而在经济扩张期，美联储则一般采取前瞻性的加息操作，适度收紧货币政策，防止经济过热。</p>\n<p>美国在采取非常规货币政策如量化宽松（QE）后，虽然会采取 taper 正常（缩减购债规模和缩小美联储资产负债表）逐渐退出宽松。</p>\n<p>但从长期看，逐渐恢复经济的过程中，仍需要通过加息，使得市场流动性和通胀水平回到正常区间，以维持经济可持续增长，并防止系统性风险的发生。</p>\n<p><b>而美联储加息的一个直观结果是美国企业融资成本将增加，那么高度依赖融资的成长型、科技型企业将承受更大压力。</b></p>\n<p>毕竟，正是因为明显受益于低利率环境，纳指在2020年收涨43%，创2009年以来最大年度涨幅。</p>\n<p>近日公布的7月美联储会议纪要显示，议息会议上首次明确讨论了缩减购债和之后的计划。其中，多数联储官员认为，若经济复苏符合预期，今年晚些时候将放慢每月购买1200亿美元公债和抵押支持证券(MBS)的步伐。</p>\n<p><b>美联储内部对于何时开启缩减购债规模依然存在分歧</b>，部分官员认为应该很快减少并结束购债，有的则认为美联储应该耐心等待就业市场更充分地恢复。值得关注的是，会议纪要还特别强调缩债决定与加息时机无关。</p>\n<p><b>02 霍华德·马克斯：“全都是泡沫”</b></p>\n<p>霍华德指出，目前所有的资产类别都处在泡沫之中，虽然考虑到目前的利率水平，大多数资产价格并没有非常不理性，但是他所担忧的正是这样的利率水平。</p>\n<p>在他看来，“2008年全球金融危机之后，美联储的加息之路一直走得艰难，似乎每一次加息都会触犯众怒。&nbsp;而在2019年初，利率又开始转而下行，我认为他们当时错失了机会。但这一次，在经济如此强劲复苏的情况下，我不想再看到他们犹豫不前。”</p>\n<p>他从当下所处的市场周期和经济周期的错位来解释为何美联储应当加息:</p>\n<p><img src=\"https://static.tigerbbs.com/0f84fab840fd7eba49113a5d8c2db065\" tg-width=\"928\" tg-height=\"489\" referrerpolicy=\"no-referrer\"></p>\n<p>图2：市场周期叠加投资者心理周期的变化趋势 &nbsp;来源：彭博，36kr整理</p>\n<p>马克斯认为，通常来说，虽有延迟，但经济周期和市场周期的趋势大概率保持一致。&nbsp;股市的高点一般对应着经济的高点。当经济开始下行的时候，市场也会随之下跌，市场周期出现拐点后经济周期会随之响应。</p>\n<p>而现在的问题是，股价毫无疑问在高点，但是经济周期却处于初期，这就很不寻常。</p>\n<p>对于这种情况有两种解读，第一解读比较悲观，经济才刚开始复苏，股价已经这么高了，未来可能就涨不动了；另一种解读是，虽然现在股价很高，但经济还有上行空间，未来股价还能更高。</p>\n<p>马克斯并未透露自己倾向于那一种解读，他从其他方面解释了为何应当尽快加息：</p>\n<p>1、由于美联储、财政部的“放水”，经济展望自去年夏天开始转向积极。今年一季度实际GDP增长率达到6.4%，且预期直到2022年仍能保持高速增长。然而，美联储依然把利率控制在接近于0，每月购买1200亿美元的债券。<b>为什么冒着通货膨胀的风险，刺激一个表现如此之好的经济？</b></p>\n<p>2、过去16个月里，在美联储刺激经济体的同时，那些持有权益资产、以及名下有企业和房产的人明显得到了好处，还应看到经济刺激造成的财富分配急剧分化。</p>\n<p>3、如果美联储维持当前水平的宽松政策，未来的经济减速需要更多的刺激，美联储可运用的工具将会很有限。</p>\n<p><b>总而言之，马克斯认为虽然美联储自身都难以预测通胀走势，但是货币政策不是“永动机”。经济不太可能会被货币和财政政策永久地催高，并且还没有负面影响。</b></p>\n<p><b>03 回顾历史，加息其实没那么可怕</b></p>\n<p>如前文所述，每逢加息信号有所异动，例如资产定价之锚十年美债收益率上行，科技成长总会迎来一波抛售潮。</p>\n<p>但安信证券通过复盘近2015年以来的美联储加息周期，认为加息并没有那么可怕。</p>\n<p>对于美国股市影响的主要时点出现在加息初期和末期，<b>调整的幅度主要还是取决于经济预期。</b></p>\n<p>在2015-2018年加息周期中受盈利推动科技成长板块仍表现强势，整体受宏观和货币政策影响不大。</p>\n<p>彼时，在云计算、人工智能等技术革新的推动下，科技成长为主的纳斯纳克指数累计上行了75.3%，远超过标普500和道指的涨幅。</p>\n<p>细分行业板块来中，受益于技术革新带来的盈利增长，2017 年纳斯达克互联网指数上涨了165.2%、纳斯达克计算机指数上涨了109.7%。</p>\n<p>当然，加息初期市场容易受到情绪扰动，加息末期流动性收紧叠加经济衰退预期也会对股市造成较大冲击。</p>\n<p>例如，2018Q4时，由于加息导致5年美债利率和2年美债利率的期限利差率先出现倒挂，衰退预期叠加科技龙头公司盈利下滑，最终引发美股大跌。在调整阶段，跌幅通常是纳指&gt;标普500&gt;道指。</p>\n<p>因此，只要相关行业自身能够保持快速增长，未来科技成长板块仍可以走出独立行情。</p>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“全都是泡沫”，股市会因美联储加息崩盘吗？</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“全都是泡沫”，股市会因美联储加息崩盘吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 10:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1390822542621443><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储的加息之路一直走得艰难，似乎每一次都会触犯众怒。\n\n传奇投资人、橡树资本联合创始人霍华德·马克斯近日表示，现在是美联储考虑加息的时候了，否则将悔之晚矣...美联储的工作不是为投资者赚钱，当经济强劲时，美联储必须停止紧急措施，让利率回升。\n\n图1：十年期美债收益率走势（2020.8.24-今）来源：wind，36kr制图\n事实上，今年以来，资本市场最担忧的正是全球流动性收紧。在此预期下，再叠加...</p>\n\n<a href=\"https://36kr.com/p/1390822542621443\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","OEX":"标普100","SPY":"标普500ETF","DXD":"两倍做空道琼30指数ETF-ProShares",".IXIC":"NASDAQ Composite","UDOW":"三倍做多道指30ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares"},"source_url":"https://36kr.com/p/1390822542621443","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130229315","content_text":"美联储的加息之路一直走得艰难，似乎每一次都会触犯众怒。\n\n传奇投资人、橡树资本联合创始人霍华德·马克斯近日表示，现在是美联储考虑加息的时候了，否则将悔之晚矣...美联储的工作不是为投资者赚钱，当经济强劲时，美联储必须停止紧急措施，让利率回升。\n\n图1：十年期美债收益率走势（2020.8.24-今）来源：wind，36kr制图\n事实上，今年以来，资本市场最担忧的正是全球流动性收紧。在此预期下，再叠加通胀的影响，3月间十年美债收益率一度升破1.7%，更依赖低利率环境的科技股也遭遇了一轮杀跌。\n加息为何会引起恐慌？加息之后的股市，特别是更依赖低利率环境的科技股将何去可从？\n01 美联储加息为何如此重要？\n美联储的政策框架是典型的双目标制，即货币政策的制定围绕就业与通胀这两大核心目标。\n由此可以看到，在经济衰退期，美联储一般采取宽松的货币政策，抑制衰退；而在经济扩张期，美联储则一般采取前瞻性的加息操作，适度收紧货币政策，防止经济过热。\n美国在采取非常规货币政策如量化宽松（QE）后，虽然会采取 taper 正常（缩减购债规模和缩小美联储资产负债表）逐渐退出宽松。\n但从长期看，逐渐恢复经济的过程中，仍需要通过加息，使得市场流动性和通胀水平回到正常区间，以维持经济可持续增长，并防止系统性风险的发生。\n而美联储加息的一个直观结果是美国企业融资成本将增加，那么高度依赖融资的成长型、科技型企业将承受更大压力。\n毕竟，正是因为明显受益于低利率环境，纳指在2020年收涨43%，创2009年以来最大年度涨幅。\n近日公布的7月美联储会议纪要显示，议息会议上首次明确讨论了缩减购债和之后的计划。其中，多数联储官员认为，若经济复苏符合预期，今年晚些时候将放慢每月购买1200亿美元公债和抵押支持证券(MBS)的步伐。\n美联储内部对于何时开启缩减购债规模依然存在分歧，部分官员认为应该很快减少并结束购债，有的则认为美联储应该耐心等待就业市场更充分地恢复。值得关注的是，会议纪要还特别强调缩债决定与加息时机无关。\n02 霍华德·马克斯：“全都是泡沫”\n霍华德指出，目前所有的资产类别都处在泡沫之中，虽然考虑到目前的利率水平，大多数资产价格并没有非常不理性，但是他所担忧的正是这样的利率水平。\n在他看来，“2008年全球金融危机之后，美联储的加息之路一直走得艰难，似乎每一次加息都会触犯众怒。 而在2019年初，利率又开始转而下行，我认为他们当时错失了机会。但这一次，在经济如此强劲复苏的情况下，我不想再看到他们犹豫不前。”\n他从当下所处的市场周期和经济周期的错位来解释为何美联储应当加息:\n\n图2：市场周期叠加投资者心理周期的变化趋势  来源：彭博，36kr整理\n马克斯认为，通常来说，虽有延迟，但经济周期和市场周期的趋势大概率保持一致。 股市的高点一般对应着经济的高点。当经济开始下行的时候，市场也会随之下跌，市场周期出现拐点后经济周期会随之响应。\n而现在的问题是，股价毫无疑问在高点，但是经济周期却处于初期，这就很不寻常。\n对于这种情况有两种解读，第一解读比较悲观，经济才刚开始复苏，股价已经这么高了，未来可能就涨不动了；另一种解读是，虽然现在股价很高，但经济还有上行空间，未来股价还能更高。\n马克斯并未透露自己倾向于那一种解读，他从其他方面解释了为何应当尽快加息：\n1、由于美联储、财政部的“放水”，经济展望自去年夏天开始转向积极。今年一季度实际GDP增长率达到6.4%，且预期直到2022年仍能保持高速增长。然而，美联储依然把利率控制在接近于0，每月购买1200亿美元的债券。为什么冒着通货膨胀的风险，刺激一个表现如此之好的经济？\n2、过去16个月里，在美联储刺激经济体的同时，那些持有权益资产、以及名下有企业和房产的人明显得到了好处，还应看到经济刺激造成的财富分配急剧分化。\n3、如果美联储维持当前水平的宽松政策，未来的经济减速需要更多的刺激，美联储可运用的工具将会很有限。\n总而言之，马克斯认为虽然美联储自身都难以预测通胀走势，但是货币政策不是“永动机”。经济不太可能会被货币和财政政策永久地催高，并且还没有负面影响。\n03 回顾历史，加息其实没那么可怕\n如前文所述，每逢加息信号有所异动，例如资产定价之锚十年美债收益率上行，科技成长总会迎来一波抛售潮。\n但安信证券通过复盘近2015年以来的美联储加息周期，认为加息并没有那么可怕。\n对于美国股市影响的主要时点出现在加息初期和末期，调整的幅度主要还是取决于经济预期。\n在2015-2018年加息周期中受盈利推动科技成长板块仍表现强势，整体受宏观和货币政策影响不大。\n彼时，在云计算、人工智能等技术革新的推动下，科技成长为主的纳斯纳克指数累计上行了75.3%，远超过标普500和道指的涨幅。\n细分行业板块来中，受益于技术革新带来的盈利增长，2017 年纳斯达克互联网指数上涨了165.2%、纳斯达克计算机指数上涨了109.7%。\n当然，加息初期市场容易受到情绪扰动，加息末期流动性收紧叠加经济衰退预期也会对股市造成较大冲击。\n例如，2018Q4时，由于加息导致5年美债利率和2年美债利率的期限利差率先出现倒挂，衰退预期叠加科技龙头公司盈利下滑，最终引发美股大跌。在调整阶段，跌幅通常是纳指>标普500>道指。\n因此，只要相关行业自身能够保持快速增长，未来科技成长板块仍可以走出独立行情。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"OEF":0.9,"UDOW":0.9,"UPRO":0.9,"SPY":0.9,".DJI":0.9,"IVV":0.9,"SPXU":0.9,"QLD":0.9,"DXD":0.9,"MNQmain":0.9,"SQQQ":0.9,".IXIC":0.9,"OEX":0.9,"SSO":0.9,"NQmain":0.9,"SH":0.9,"PSQ":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815069691,"gmtCreate":1630630616513,"gmtModify":1631890230721,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581737028877212","idStr":"3581737028877212"},"themes":[],"title":"CHPT future green?","htmlText":"Electric vehicle charging network company ChargePoint Holdings (NYSE: CHPT) reported its fiscal 2022 second-quarter results last night, and investors cheered the news. ChargePoint is one of several companies that recently went public through a merger with a special purpose acquisition company (SPAC) projecting significant growth in its business. Investors jumped in trying to get a piece of the rapidly growing electric vehicle sector.","listText":"Electric vehicle charging network company ChargePoint Holdings (NYSE: CHPT) reported its fiscal 2022 second-quarter results last night, and investors cheered the news. ChargePoint is one of several companies that recently went public through a merger with a special purpose acquisition company (SPAC) projecting significant growth in its business. Investors jumped in trying to get a piece of the rapidly growing electric vehicle sector.","text":"Electric vehicle charging network company ChargePoint Holdings (NYSE: CHPT) reported its fiscal 2022 second-quarter results last night, and investors cheered the news. ChargePoint is one of several companies that recently went public through a merger with a special purpose acquisition company (SPAC) projecting significant growth in its business. Investors jumped in trying to get a piece of the rapidly growing electric vehicle sector.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/815069691","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815084426,"gmtCreate":1630630478865,"gmtModify":1631883826909,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581737028877212","idStr":"3581737028877212"},"themes":[],"htmlText":"Electric vehicle charging network company ChargePoint Holdings (NYSE: CHPT) reported its fiscal 2022 second-quarter results last night, and investors cheered the news. ChargePoint is one of several companies that recently went public through a merger with a special purpose acquisition company (SPAC) projecting significant growth in its business. Investors jumped in trying to get a piece of the rapidly growing electric vehicle sector.","listText":"Electric vehicle charging network company ChargePoint Holdings (NYSE: CHPT) reported its fiscal 2022 second-quarter results last night, and investors cheered the news. ChargePoint is one of several companies that recently went public through a merger with a special purpose acquisition company (SPAC) projecting significant growth in its business. Investors jumped in trying to get a piece of the rapidly growing electric vehicle sector.","text":"Electric vehicle charging network company ChargePoint Holdings (NYSE: CHPT) reported its fiscal 2022 second-quarter results last night, and investors cheered the news. ChargePoint is one of several companies that recently went public through a merger with a special purpose acquisition company (SPAC) projecting significant growth in its business. Investors jumped in trying to get a piece of the rapidly growing electric vehicle sector.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815084426","repostId":"812653471","repostType":1,"repost":{"id":812653471,"gmtCreate":1630586005793,"gmtModify":1631885747392,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581737028877212","idStr":"3581737028877212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>&nbsp;Should I sell or long&nbsp;hold? Pls advise&nbsp;","listText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>&nbsp;Should I sell or long&nbsp;hold? Pls advise&nbsp;","text":"$ChargePoint Holdings Inc.(CHPT)$ Should I sell or long hold? Pls advise","images":[{"img":"https://static.tigerbbs.com/02023e7133462943167aa9d0a382ebdf","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812653471","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812653471,"gmtCreate":1630586005793,"gmtModify":1631885747392,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581737028877212","idStr":"3581737028877212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>&nbsp;Should I sell or long&nbsp;hold? Pls advise&nbsp;","listText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>&nbsp;Should I sell or long&nbsp;hold? Pls advise&nbsp;","text":"$ChargePoint Holdings Inc.(CHPT)$ Should I sell or long hold? Pls advise","images":[{"img":"https://static.tigerbbs.com/02023e7133462943167aa9d0a382ebdf","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/812653471","isVote":1,"tweetType":1,"viewCount":2129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":812661047,"gmtCreate":1630584015789,"gmtModify":1631890230725,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581737028877212","idStr":"3581737028877212"},"themes":[],"htmlText":"Long hold stock","listText":"Long hold stock","text":"Long hold stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812661047","repostId":"2164842854","repostType":2,"repost":{"id":"2164842854","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1630583617,"share":"https://www.laohu8.com/m/news/2164842854?lang=zh_CN&edition=full","pubTime":"2021-09-02 19:53","market":"us","language":"en","title":"Why ChargePoint Holdings Shares Are Trading Higher Today<blockquote>为什么ChargePoint Holdings股价今天走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2164842854","media":"Benzinga","summary":"ChargePoint Holdings, Inc. (NYSE: CHPT) shares are trading higher after the company reported better-than-expected second-quarter financial reasults and raised its full-year guidance.","content":"<p><b>ChargePoint Holdings, Inc.</b> (NYSE:CHPT) shares are trading higher after the company reported better-than-expected second-quarter financial reasults and raised its full-year guidance.</p><p><blockquote><b>ChargePoint控股公司。</b>（纽约证券交易所股票代码：CHPT）公布好于预期的第二季度财务业绩并上调全年指引后，该公司股价走高。</blockquote></p><p> ChargePoint Holdings reported quarterly sales of $56.12 million which beat the analyst consensus estimate of $49.06 million.</p><p><blockquote>ChargePoint Holdings报告季度销售额为5612万美元，超出分析师普遍预期的4906万美元。</blockquote></p><p> The company raised its full-year 2022 sales guidance from a range of $195 million - $205 million to $225 million - $235 million which is above the estimate of $206.6 million.</p><p><blockquote>该公司将2022年全年销售指引从1.95亿美元至2.05亿美元上调至2.25亿美元至2.35亿美元，高于预期的2.066亿美元。</blockquote></p><p> The company also issued third-quarter sales guidance in the range of $60 million - $65 million which is also above the estimate of $54.6 million.</p><p><blockquote>该公司还发布了第三季度销售指引，范围为6000万至6500万美元，也高于预期的5460万美元。</blockquote></p><p> \"We achieved record revenue, significantly grew our commercial, fleet and residential businesses, launched a charging integration with Mercedes, announced our agreement to acquire e-mobility technology provider has·to·be and acquired eBus and commercial vehicle management provider ViriCiti,\" said Pasquale Romano, President and CEO of ChargePoint.</p><p><blockquote>“我们实现了创纪录的收入，显着增长了我们的商业、车队和住宅业务，与梅赛德斯启动了充电集成，宣布达成协议收购电动汽车技术提供商has·to·be，并收购了电动巴士和商用车管理提供商ViriCiti，”ChargePoint总裁兼首席执行官帕斯夸莱·罗马诺(Pasquale Romano)说道。</blockquote></p><p> ChargePoint Holdings Inc operates electric vehicle charging networks.</p><p><blockquote>ChargePoint Holdings Inc运营电动汽车充电网络。</blockquote></p><p> ChargePoint's stock was trading about 12.5% higher at $23.89 per share on Thursday at the time of publication. The stock has a 52-week high of $49.48 and a 52-week low of $10.19.</p><p><blockquote>截至发稿时，ChargePoint的股价周四上涨约12.5%，至每股23.89美元。该股52周高点为49.48美元，52周低点为10.19美元。</blockquote></p><p></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>Why ChargePoint Holdings Shares Are Trading Higher Today<blockquote>为什么ChargePoint Holdings股价今天走高</blockquote></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; 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}\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWhy ChargePoint Holdings Shares Are Trading Higher Today<blockquote>为什么ChargePoint Holdings股价今天走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-09-02 19:53</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>ChargePoint Holdings, Inc.</b> (NYSE:CHPT) shares are trading higher after the company reported better-than-expected second-quarter financial reasults and raised its full-year guidance.</p><p><blockquote><b>ChargePoint控股公司。</b>（纽约证券交易所股票代码：CHPT）公布好于预期的第二季度财务业绩并上调全年指引后，该公司股价走高。</blockquote></p><p> ChargePoint Holdings reported quarterly sales of $56.12 million which beat the analyst consensus estimate of $49.06 million.</p><p><blockquote>ChargePoint Holdings报告季度销售额为5612万美元，超出分析师普遍预期的4906万美元。</blockquote></p><p> The company raised its full-year 2022 sales guidance from a range of $195 million - $205 million to $225 million - $235 million which is above the estimate of $206.6 million.</p><p><blockquote>该公司将2022年全年销售指引从1.95亿美元至2.05亿美元上调至2.25亿美元至2.35亿美元，高于预期的2.066亿美元。</blockquote></p><p> The company also issued third-quarter sales guidance in the range of $60 million - $65 million which is also above the estimate of $54.6 million.</p><p><blockquote>该公司还发布了第三季度销售指引，范围为6000万至6500万美元，也高于预期的5460万美元。</blockquote></p><p> \"We achieved record revenue, significantly grew our commercial, fleet and residential businesses, launched a charging integration with Mercedes, announced our agreement to acquire e-mobility technology provider has·to·be and acquired eBus and commercial vehicle management provider ViriCiti,\" said Pasquale Romano, President and CEO of ChargePoint.</p><p><blockquote>“我们实现了创纪录的收入，显着增长了我们的商业、车队和住宅业务，与梅赛德斯启动了充电集成，宣布达成协议收购电动汽车技术提供商has·to·be，并收购了电动巴士和商用车管理提供商ViriCiti，”ChargePoint总裁兼首席执行官帕斯夸莱·罗马诺(Pasquale Romano)说道。</blockquote></p><p> ChargePoint Holdings Inc operates electric vehicle charging networks.</p><p><blockquote>ChargePoint Holdings Inc运营电动汽车充电网络。</blockquote></p><p> ChargePoint's stock was trading about 12.5% higher at $23.89 per share on Thursday at the time of publication. The stock has a 52-week high of $49.48 and a 52-week low of $10.19.</p><p><blockquote>截至发稿时，ChargePoint的股价周四上涨约12.5%，至每股23.89美元。该股52周高点为49.48美元，52周低点为10.19美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164842854","content_text":"ChargePoint Holdings, Inc. (NYSE:CHPT) shares are trading higher after the company reported better-than-expected second-quarter financial reasults and raised its full-year guidance.\nChargePoint Holdings reported quarterly sales of $56.12 million which beat the analyst consensus estimate of $49.06 million.\nThe company raised its full-year 2022 sales guidance from a range of $195 million - $205 million to $225 million - $235 million which is above the estimate of $206.6 million.\nThe company also issued third-quarter sales guidance in the range of $60 million - $65 million which is also above the estimate of $54.6 million.\n\"We achieved record revenue, significantly grew our commercial, fleet and residential businesses, launched a charging integration with Mercedes, announced our agreement to acquire e-mobility technology provider has·to·be and acquired eBus and commercial vehicle management provider ViriCiti,\" said Pasquale Romano, President and CEO of ChargePoint.\nChargePoint Holdings Inc operates electric vehicle charging networks.\nChargePoint's stock was trading about 12.5% higher at $23.89 per share on Thursday at the time of publication. The stock has a 52-week high of $49.48 and a 52-week low of $10.19.","news_type":1,"symbols_score_info":{"CHPT":0.9}},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810383915,"gmtCreate":1629944297437,"gmtModify":1631890230731,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581737028877212","idStr":"3581737028877212"},"themes":[],"htmlText":"great job buy more earn more//<a href=\"https://laohu8.com/U/3577331412124275\">@Win2彰恒</a>: My first post","listText":"great job buy more earn more//<a href=\"https://laohu8.com/U/3577331412124275\">@Win2彰恒</a>: My first post","text":"great job buy more earn more//@Win2彰恒: My first post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810383915","repostId":"837105215","repostType":1,"repost":{"id":837105215,"gmtCreate":1629861355237,"gmtModify":1631889549933,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;apple is the king, who can compete me?? 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Pls advise","images":[{"img":"https://static.tigerbbs.com/02023e7133462943167aa9d0a382ebdf","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/812653471","isVote":1,"tweetType":1,"viewCount":2129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":836882748,"gmtCreate":1629469822684,"gmtModify":1631884544899,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737028877212","authorIdStr":"3581737028877212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>&nbsp;a pcs of sweet&nbsp;","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>&nbsp;a pcs of sweet&nbsp;","text":"$Microsoft(MSFT)$ a pcs of sweet","images":[{"img":"https://static.tigerbbs.com/8a046c644b584ab86703ea2cdcfef86b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/836882748","isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":140421603,"gmtCreate":1625669416902,"gmtModify":1631890230735,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737028877212","authorIdStr":"3581737028877212"},"themes":[],"htmlText":"Tesla 会崩盘吗？？","listText":"Tesla 会崩盘吗？？","text":"Tesla 会崩盘吗？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140421603","repostId":"2149390127","repostType":2,"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812661047,"gmtCreate":1630584015789,"gmtModify":1631890230725,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737028877212","authorIdStr":"3581737028877212"},"themes":[],"htmlText":"Long hold stock","listText":"Long hold stock","text":"Long hold stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812661047","repostId":"2164842854","repostType":2,"repost":{"id":"2164842854","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1630583617,"share":"https://www.laohu8.com/m/news/2164842854?lang=zh_CN&edition=full","pubTime":"2021-09-02 19:53","market":"us","language":"en","title":"Why ChargePoint Holdings Shares Are Trading Higher Today<blockquote>为什么ChargePoint Holdings股价今天走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2164842854","media":"Benzinga","summary":"ChargePoint Holdings, Inc. (NYSE: CHPT) shares are trading higher after the company reported better-than-expected second-quarter financial reasults and raised its full-year guidance.","content":"<p><b>ChargePoint Holdings, Inc.</b> (NYSE:CHPT) shares are trading higher after the company reported better-than-expected second-quarter financial reasults and raised its full-year guidance.</p><p><blockquote><b>ChargePoint控股公司。</b>（纽约证券交易所股票代码：CHPT）公布好于预期的第二季度财务业绩并上调全年指引后，该公司股价走高。</blockquote></p><p> ChargePoint Holdings reported quarterly sales of $56.12 million which beat the analyst consensus estimate of $49.06 million.</p><p><blockquote>ChargePoint Holdings报告季度销售额为5612万美元，超出分析师普遍预期的4906万美元。</blockquote></p><p> The company raised its full-year 2022 sales guidance from a range of $195 million - $205 million to $225 million - $235 million which is above the estimate of $206.6 million.</p><p><blockquote>该公司将2022年全年销售指引从1.95亿美元至2.05亿美元上调至2.25亿美元至2.35亿美元，高于预期的2.066亿美元。</blockquote></p><p> The company also issued third-quarter sales guidance in the range of $60 million - $65 million which is also above the estimate of $54.6 million.</p><p><blockquote>该公司还发布了第三季度销售指引，范围为6000万至6500万美元，也高于预期的5460万美元。</blockquote></p><p> \"We achieved record revenue, significantly grew our commercial, fleet and residential businesses, launched a charging integration with Mercedes, announced our agreement to acquire e-mobility technology provider has·to·be and acquired eBus and commercial vehicle management provider ViriCiti,\" said Pasquale Romano, President and CEO of ChargePoint.</p><p><blockquote>“我们实现了创纪录的收入，显着增长了我们的商业、车队和住宅业务，与梅赛德斯启动了充电集成，宣布达成协议收购电动汽车技术提供商has·to·be，并收购了电动巴士和商用车管理提供商ViriCiti，”ChargePoint总裁兼首席执行官帕斯夸莱·罗马诺(Pasquale Romano)说道。</blockquote></p><p> ChargePoint Holdings Inc operates electric vehicle charging networks.</p><p><blockquote>ChargePoint Holdings Inc运营电动汽车充电网络。</blockquote></p><p> ChargePoint's stock was trading about 12.5% higher at $23.89 per share on Thursday at the time of publication. The stock has a 52-week high of $49.48 and a 52-week low of $10.19.</p><p><blockquote>截至发稿时，ChargePoint的股价周四上涨约12.5%，至每股23.89美元。该股52周高点为49.48美元，52周低点为10.19美元。</blockquote></p><p></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>Why ChargePoint Holdings Shares Are Trading Higher Today<blockquote>为什么ChargePoint Holdings股价今天走高</blockquote></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; 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}\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWhy ChargePoint Holdings Shares Are Trading Higher Today<blockquote>为什么ChargePoint Holdings股价今天走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-09-02 19:53</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>ChargePoint Holdings, Inc.</b> (NYSE:CHPT) shares are trading higher after the company reported better-than-expected second-quarter financial reasults and raised its full-year guidance.</p><p><blockquote><b>ChargePoint控股公司。</b>（纽约证券交易所股票代码：CHPT）公布好于预期的第二季度财务业绩并上调全年指引后，该公司股价走高。</blockquote></p><p> ChargePoint Holdings reported quarterly sales of $56.12 million which beat the analyst consensus estimate of $49.06 million.</p><p><blockquote>ChargePoint Holdings报告季度销售额为5612万美元，超出分析师普遍预期的4906万美元。</blockquote></p><p> The company raised its full-year 2022 sales guidance from a range of $195 million - $205 million to $225 million - $235 million which is above the estimate of $206.6 million.</p><p><blockquote>该公司将2022年全年销售指引从1.95亿美元至2.05亿美元上调至2.25亿美元至2.35亿美元，高于预期的2.066亿美元。</blockquote></p><p> The company also issued third-quarter sales guidance in the range of $60 million - $65 million which is also above the estimate of $54.6 million.</p><p><blockquote>该公司还发布了第三季度销售指引，范围为6000万至6500万美元，也高于预期的5460万美元。</blockquote></p><p> \"We achieved record revenue, significantly grew our commercial, fleet and residential businesses, launched a charging integration with Mercedes, announced our agreement to acquire e-mobility technology provider has·to·be and acquired eBus and commercial vehicle management provider ViriCiti,\" said Pasquale Romano, President and CEO of ChargePoint.</p><p><blockquote>“我们实现了创纪录的收入，显着增长了我们的商业、车队和住宅业务，与梅赛德斯启动了充电集成，宣布达成协议收购电动汽车技术提供商has·to·be，并收购了电动巴士和商用车管理提供商ViriCiti，”ChargePoint总裁兼首席执行官帕斯夸莱·罗马诺(Pasquale Romano)说道。</blockquote></p><p> ChargePoint Holdings Inc operates electric vehicle charging networks.</p><p><blockquote>ChargePoint Holdings Inc运营电动汽车充电网络。</blockquote></p><p> ChargePoint's stock was trading about 12.5% higher at $23.89 per share on Thursday at the time of publication. The stock has a 52-week high of $49.48 and a 52-week low of $10.19.</p><p><blockquote>截至发稿时，ChargePoint的股价周四上涨约12.5%，至每股23.89美元。该股52周高点为49.48美元，52周低点为10.19美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164842854","content_text":"ChargePoint Holdings, Inc. (NYSE:CHPT) shares are trading higher after the company reported better-than-expected second-quarter financial reasults and raised its full-year guidance.\nChargePoint Holdings reported quarterly sales of $56.12 million which beat the analyst consensus estimate of $49.06 million.\nThe company raised its full-year 2022 sales guidance from a range of $195 million - $205 million to $225 million - $235 million which is above the estimate of $206.6 million.\nThe company also issued third-quarter sales guidance in the range of $60 million - $65 million which is also above the estimate of $54.6 million.\n\"We achieved record revenue, significantly grew our commercial, fleet and residential businesses, launched a charging integration with Mercedes, announced our agreement to acquire e-mobility technology provider has·to·be and acquired eBus and commercial vehicle management provider ViriCiti,\" said Pasquale Romano, President and CEO of ChargePoint.\nChargePoint Holdings Inc operates electric vehicle charging networks.\nChargePoint's stock was trading about 12.5% higher at $23.89 per share on Thursday at the time of publication. The stock has a 52-week high of $49.48 and a 52-week low of $10.19.","news_type":1,"symbols_score_info":{"CHPT":0.9}},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":864443076,"gmtCreate":1633141897362,"gmtModify":1633141897524,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737028877212","authorIdStr":"3581737028877212"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864443076","repostId":"2172196977","repostType":2,"isVote":1,"tweetType":1,"viewCount":2439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810383915,"gmtCreate":1629944297437,"gmtModify":1631890230731,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737028877212","authorIdStr":"3581737028877212"},"themes":[],"htmlText":"great job buy more earn more//<a href=\"https://laohu8.com/U/3577331412124275\">@Win2彰恒</a>: My first post","listText":"great job buy more earn more//<a href=\"https://laohu8.com/U/3577331412124275\">@Win2彰恒</a>: My first post","text":"great job buy more earn more//@Win2彰恒: My first post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810383915","repostId":"837105215","repostType":1,"repost":{"id":837105215,"gmtCreate":1629861355237,"gmtModify":1631889549933,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;apple is the king, who can compete me?? Show me一日一苹果医生远离我","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;apple is the king, who can compete me?? Show me一日一苹果医生远离我","text":"$Apple(AAPL)$ apple is the king, who can compete me?? 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Glad to see u keep going growth","images":[{"img":"https://static.tigerbbs.com/a10cf8b8a2df4b2f2ed4c599fa41cebb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158687898","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":869872642,"gmtCreate":1632275920486,"gmtModify":1632801552279,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737028877212","authorIdStr":"3581737028877212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IGV\">$iShares North American Tech-Software ETF(IGV)$</a>&nbsp;igv is a great combination of 150 tech stock. You may consider the ETF&nbsp;","listText":"<a href=\"https://laohu8.com/S/IGV\">$iShares North American Tech-Software ETF(IGV)$</a>&nbsp;igv is a great combination of 150 tech stock. You may consider the ETF&nbsp;","text":"$iShares North American Tech-Software ETF(IGV)$ igv is a great combination of 150 tech stock. You may consider the ETF","images":[{"img":"https://static.tigerbbs.com/2e103ee92395c3c7a1f4ef780d2e6fce","width":"1080","height":"2608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869872642","isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":149599848,"gmtCreate":1625733839884,"gmtModify":1631890230731,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737028877212","authorIdStr":"3581737028877212"},"themes":[],"htmlText":"买入价格是多少,正在大跌","listText":"买入价格是多少,正在大跌","text":"买入价格是多少,正在大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/149599848","repostId":"2149412348","repostType":2,"repost":{"id":"2149412348","kind":"news","pubTimestamp":1625725223,"share":"https://www.laohu8.com/m/news/2149412348?lang=zh_CN&edition=full","pubTime":"2021-07-08 14:20","market":"hk","language":"zh","title":"瑞穗证券：维持蔚来(NIO.US)“买入”评级，目标价65美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2149412348","media":"智通财经","summary":"智通财经APP获悉，瑞穗证券Vijay Rakesh维持了蔚来“买入”评级，目标价65美元。Rakesh对这家公司的成功和未来前景进行分析。他预计蔚来的销售势头将持续到今年年底。Rakesh表示，这家汽车制造商将在2021年下半年迎来光明的前景。关于就不利因素，Rakesh详细说明，由于目前影响全球供应链的半导体芯片短缺，该公司都有可能受到生产延迟的影响。然而，Rakesh仍然坚定地看涨。此外，就TipRanks而言,蔚来的分析师共识评级为“强势买入”，平均目标价为63.63美元。","content":"<html><body><p>智通财经APP获悉，瑞穗证券Vijay Rakesh维持了<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(NIO.US)“买入”评级，目标价65美元。Rakesh对这家公司的成功和未来前景进行分析。他解释称，蔚来的销售额同比增长了112%。他预计蔚来的销售势头将持续到今年年底。</p><p>Rakesh表示，这家汽车制造商将在2021年下半年迎来光明的前景。他表示，蔚来到年底的电池换电站数量可能超过预期。</p><p>关于就不利因素，Rakesh详细说明，由于目前影响全球供应链的半导体芯片短缺，该公司都有可能受到生产延迟的影响。</p><p>然而，Rakesh仍然坚定地看涨。他还说，蔚来汽车最终将开始打入国际市场，这可能占其总销量的25-30%。他写道，蔚来“将继续成为中国第一家在海外取得商业成功的大型电动汽车原始设备制造商。”</p><p>此外，就TipRanks而言,蔚来的分析师共识评级为“强势买入”，平均目标价为63.63美元。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞穗证券：维持蔚来(NIO.US)“买入”评级，目标价65美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 14:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/509760.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，瑞穗证券Vijay Rakesh维持了蔚来(NIO.US)“买入”评级，目标价65美元。Rakesh对这家公司的成功和未来前景进行分析。他解释称，蔚来的销售额同比增长了112%。他预计蔚来的销售势头将持续到今年年底。Rakesh表示，这家汽车制造商将在2021年下半年迎来光明的前景。他表示，蔚来到年底的电池换电站数量可能超过预期。关于就不利因素，Rakesh详细说明，由于目前...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/509760.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"161027":"证券","NIO":"蔚来"},"source_url":"http://www.zhitongcaijing.com/content/detail/509760.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149412348","content_text":"智通财经APP获悉，瑞穗证券Vijay Rakesh维持了蔚来(NIO.US)“买入”评级，目标价65美元。Rakesh对这家公司的成功和未来前景进行分析。他解释称，蔚来的销售额同比增长了112%。他预计蔚来的销售势头将持续到今年年底。Rakesh表示，这家汽车制造商将在2021年下半年迎来光明的前景。他表示，蔚来到年底的电池换电站数量可能超过预期。关于就不利因素，Rakesh详细说明，由于目前影响全球供应链的半导体芯片短缺，该公司都有可能受到生产延迟的影响。然而，Rakesh仍然坚定地看涨。他还说，蔚来汽车最终将开始打入国际市场，这可能占其总销量的25-30%。他写道，蔚来“将继续成为中国第一家在海外取得商业成功的大型电动汽车原始设备制造商。”此外，就TipRanks而言,蔚来的分析师共识评级为“强势买入”，平均目标价为63.63美元。","news_type":1,"symbols_score_info":{"161027":1,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184040081,"gmtCreate":1623679020943,"gmtModify":1631885748275,"author":{"id":"3581737028877212","authorId":"3581737028877212","name":"Winwin8","avatar":"https://static.tigerbbs.com/2560fc5b1bcedf6269f67fe776ac4af5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737028877212","authorIdStr":"3581737028877212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>&nbsp;this our future ev prospect stock👍","listText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>&nbsp;this our future ev prospect stock👍","text":"$ChargePoint Holdings Inc.(CHPT)$ this our future ev prospect stock👍","images":[{"img":"https://static.tigerbbs.com/3300d60d535966ecf56bee8d6784e08b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184040081","isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}