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SKng

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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125731648","repostId":"1167256448","repostType":4,"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":118870255,"gmtCreate":1622728987677,"gmtModify":1634098661696,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582715449264548","authorIdStr":"3582715449264548"},"themes":[],"htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/118870255","repostId":"1164838585","repostType":4,"repost":{"id":"1164838585","kind":"news","pubTimestamp":1622725363,"share":"https://www.laohu8.com/m/news/1164838585?lang=&edition=full","pubTime":"2021-06-03 21:02","market":"us","language":"zh","title":"深度解析：散户又嗨翻，这轮逼空的诱因和后果是什么","url":"https://stock-news.laohu8.com/highlight/detail?id=1164838585","media":"格隆汇","summary":"这场惊心动魄的多方混战，丝毫不亚于年初那场世纪变革。","content":"<p>周三，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>一度暴涨126%，数次初次熔断，截至收盘涨幅仍高达95.5%；<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>大涨超62%，<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>大涨超68%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨超31%，<a href=\"https://laohu8.com/S/EXPR\">Express</a>涨38%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨幅亦超过13%。</p><p>WSB概念股的再次振作，意味着年初那场惊世骇俗的散户逼空大战偃旗息鼓后，时隔数月，美国散户们卷土重来。</p><p>只不过这一次，舞台最中央的主角从游戏驿站换成了AMC。昨日大涨后，AMC的市值已突破300亿美元，超过游戏驿站。<b>当天以近400亿美元的交易量排名美股第一，足足是第二名特斯拉的三倍。</b></p><p><img src=\"https://static.tigerbbs.com/061520168da8949b83d102ab1434293f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>大洋彼岸的我们一觉醒来，只看到令人目瞪口呆的涨幅。但在我们看不到的地方，散户摇旗呐喊，空头手忙脚乱，还有多头浑水摸鱼快进快出。</p><p>这场惊心动魄的多方混战，丝毫不亚于年初那场世纪变革。</p><p><b>1 风乍起，吹皱一池春水</b></p><p>关于这场大战的开端，有人说，是因为一桶爆米花。</p><p>周三，AMC首席执行官亚当·阿隆在生命中表示，“借助AMC Investor Connect，可以与数以百万计的散户股东继续保持良好关系。毕竟，这些人才是AMC的拥有者，而我为他们工作。”</p><p>因此，AMC在其官网为散户投资者定制了名为“AMC Investor Connect”的计划。订阅股东将获得包括一盒免费爆米花、打折品和展映邀请等独家优惠，并可以与阿隆进行直接交流。</p><p><img src=\"https://static.tigerbbs.com/beb4131c99f66f5ac75ff8ab6d821f03\" tg-width=\"1170\" tg-height=\"1139\" referrerpolicy=\"no-referrer\"></p><p>但WSB论坛上的老哥们大多都是“人为财死”的亡命之徒，<b>对这些人来说，一桶爆米花远远不值得他们为之卖命，能触动他们的只有实实在在的Dollar。</b></p><p>也有人说，是因为万达的离场，重获“自由”的AMC才能“make the American film great again”。</p><p>5月23日早间，万达集团发布消息，公司已全部退出AMC董事会。一纸通告给长达9年的跨国联姻画上了一个句号，并且累计回笼了14.76亿美元资金，相较最初7亿元的投入也赚了一倍有余。</p><p>但截至周三收盘，AMC市值飙升至313亿美元。以此估算，万达至少少赚了25亿美元，约合159亿人民币。</p><p>万达虽然少赚，但不能说亏，AMC的大涨也跟万达清仓无关。<b>事实上，万达离场之后的一周内，AMC累计暴涨357%。但年初至今，AMC累计涨幅已经超过3000%。</b></p><p>因此AMC涨不涨，跟万达关系不大。</p><p>本次大涨真正的导火索，是AMC两天前发布的一则融资公告。</p><p>当地时间6月1日盘前，AMC宣布向Mudrick Capital Management发行850万股A类普通股，将融资2.305亿美元，增发价格为27.12美元/股，较上周五的收盘价高出3.8%。公告显示，这笔融资将用于收购影院资产、租赁以及投资，并探索去杠杆化的机会。</p><p>消息传来，股民振奋。当日开盘后再次大举买入AMC院线，股价一路高歌猛进，盘中一度大涨超28%，最终收盘涨幅仍高达22.66%，美股盘后，AMC院线继续拉升，大涨超18%。</p><p><img src=\"https://static.tigerbbs.com/94f4a6d6ccec8a9310044c4a7c213bdc\" tg-width=\"1170\" tg-height=\"709\" referrerpolicy=\"no-referrer\"></p><p>参与此次融资的Mudrick Capital可不是泛泛之辈，这家机构是AMC院线的重要股东，在去年12月底和今年1月初对AMC进行了大手笔投资，帮助后者避免了被破产清算。</p><p>在年初的第一波散户狂潮中，不但连续飙升的股价给Mudrick带来了丰厚回报；<b>并且它本身也通过做多AMC院线的债务和股票期权，并参与游戏驿站的交易，获利超2亿美元。</b></p><p>这家会赚钱的机构，这次又狠狠秀了一把操作。</p><p>6月1日刚刚参与了AMC的融资，当天盘中，Mudrick便抛售了其持有的所有AMC院线股份。按AMC周二最高价33.53美元计算，Mudrick一天以内最高可获利超过3.2亿人民币。</p><p>Mudrick的突然倒戈并没有熄灭散户们大举买入AMC的热情，AMC涨势随之又来了一个小高潮。大股东都撤了散户们还不撤，是谁给了他们这么大的信心？</p><p><b>2 谁嬴谁输，谁是下一个？</b></p><p>WSB论坛最火的话题从游戏驿站到狗狗币，最近又变成了AMC。这是个以“YOLO”为口号，以“梭哈”为行动准则的“专业炒股论坛”，一场硬仗打下来，又有用户得意洋洋晒出了自己的战绩。</p><p><img src=\"https://static.tigerbbs.com/e50d1f9114468c1ac7fcf8937d56730c\" tg-width=\"1169\" tg-height=\"1706\" referrerpolicy=\"no-referrer\"></p><p>这场大战，AMC肯定是躺赢。随着股价水涨船高，CEO阿隆持股价值从年初的约800万美元涨至超过2.2亿美元；套现离场的大股东Mudrick一天狂赚3.2亿人民币；最早买入的散户们当然也赚得盆满钵满。</p><p>那么是谁亏了？</p><p>当然还是空头们。数据显示，5月24日以来，做空AMC的机构累计损失超过18亿美元，今年以来的亏损额更是超过25亿美元。</p><p>今年前5个月，做空游戏驿站、AMC院线两家公司股票的华尔街空头累计亏损达到了92.5亿美元，折合人民币接近600亿元。</p><p>做空本就是愿赌服输的事，S3 Partners的最新数据显示，AMC院线有超过20%的流通股，即约9500万股被做空。</p><p><b>随着股价上涨，这些做空AMC的对冲基金将不断亏损，直到没有足够的保证金，只能被迫清盘，从市场上买回股票。这就是所谓的逼空。</b></p><p><img src=\"https://static.tigerbbs.com/6679b29ff4b817c7e0d4d396077c03e3\" tg-width=\"968\" tg-height=\"515\" referrerpolicy=\"no-referrer\"></p><p>数据来源：wind</p><p>空头清盘、被迫变多头，也就是散户大获全胜之时。这时卖出股票，散户可以将利益最大化。昨天AMC一路跳涨，最高到72.6美元，几乎超过期权最高行权价73美元。</p><p>所以说，这场战斗还没到结束的时候。</p><p><b>如果今晚散户再次把AMC股价拉到73美元之上，那就又有空头要遭殃了。</b>理论上，那时这些做市商已经没有了任何对冲手段，如果股票涨幅够大，足以让一批中型做市商破产。</p><p>问题来了，年初那波以游戏驿站为首的逼空大战，已经让不少空头们吃足了苦头，为什么他们还敢干。就像WSB论坛中所言：人们骂我们是智障，因为我们一次又一次买这些股票，但为什么那些空头要一次又一次做空它们？</p><p><img src=\"https://static.tigerbbs.com/83f426c1fa68fb88d6b528f684031656\" tg-width=\"1170\" tg-height=\"1945\" referrerpolicy=\"no-referrer\"></p><p><b>华尔街的大佬们不看好这只股票的原因，在于AMC公司连年陷入亏损。</b>2017年至2020年，AMC分别亏损4.87亿美元、1.1亿美元、1.5亿美元和45.9亿美元，今年一季度继续亏损5.67亿美元。</p><p>重资产模式下，连年的亏损使其债台高筑。目前，AMC总负债规模达127.8亿美元，其中流动负债15.9亿美元，而其账面现金及现金等价物仅有8.1亿美元，资产负债率高达121.8%。</p><p>同时，疫情之下，AMC院线还面临包括院线窗口期缩短、上映电影数量减少、影院关闭，和流媒体平台进攻等不利因素。</p><p>因此Mudrick称，AMC院线股价被明显高估，它不是一只可以长期投资的股票；来自MKM Partners的分析师Eric Handler则对AMC给出了只有每股1美元的目标价。</p><p>按常理来说，分析师们不看好这只股票再正常不过。不过，<b>问题在于AMC总共有320万个人投资者股东，散户持股比例达到总股本的80%。</b></p><p>这意味着，无论基本面如何，只要股票还没退市，哪怕再多华尔街机构唱空，如果散户们团结一致，这只股票就能永远涨下去。</p><p>彭博分析师Geetha Ranganathan表示，“个人投资者希望通过挤压做空者和对冲基金来改造华尔街”。</p><p>散户们对于战胜华尔街大佬们的游戏乐此不疲，这就是AMC坐上火箭升空的原因。</p><p><b>3 结语</b></p><p>围绕着AMC的多空博弈还没结束，今晚其股价能否拉上73美元关口将成为重要节点。</p><p>与此同时，逼空大战时，对冲基金不得不抛售一些其它股票来换取流动性，这将使整个美股再次掀起血雨腥风。</p><p>这一切归根结底，还要追究到2020年疫情时，美联储货币超发程度创下历史之最，极低的借贷成本和溢出的流动性推高了各种资产的价格所致。</p><p><b>WSB概念卷土重来，彰显了散户们的力量依旧恐怖。</b>去年AMC一度面临破产危机，但其一次次度过风险，资金链始终未曾断裂。最新一笔融资后，AMC的债务危机暂时缓解。疫苗渐渐普及，疫情最严峻的时刻也快要过去。</p><p>AMC的前景看起来一片光明，再加上散户们昂扬的热情，这一次，空头们恐怕依然不会有好果子吃。</p>","source":"gelonghui_highlight","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>深度解析：散户又嗨翻，这轮逼空的诱因和后果是什么</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深度解析：散户又嗨翻，这轮逼空的诱因和后果是什么\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-03 21:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/468634><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三，AMC院线一度暴涨126%，数次初次熔断，截至收盘涨幅仍高达95.5%；3B家居大涨超62%，高斯电子大涨超68%，黑莓涨超31%，Express涨38%，游戏驿站涨幅亦超过13%。WSB概念股的再次振作，意味着年初那场惊世骇俗的散户逼空大战偃旗息鼓后，时隔数月，美国散户们卷土重来。只不过这一次，舞台最中央的主角从游戏驿站换成了AMC。昨日大涨后，AMC的市值已突破300亿美元，超过游戏驿站...</p>\n\n<a href=\"https://www.gelonghui.com/p/468634\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8cc57ed9442c6dfb543a82e73ab36c48","relate_stocks":{"BB":"黑莓","EXPR":"Express, Inc.","BBBY":"Bed Bath & Beyond Inc","KOSS":"高斯电子","GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.gelonghui.com/p/468634","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1164838585","content_text":"周三，AMC院线一度暴涨126%，数次初次熔断，截至收盘涨幅仍高达95.5%；3B家居大涨超62%，高斯电子大涨超68%，黑莓涨超31%，Express涨38%，游戏驿站涨幅亦超过13%。WSB概念股的再次振作，意味着年初那场惊世骇俗的散户逼空大战偃旗息鼓后，时隔数月，美国散户们卷土重来。只不过这一次，舞台最中央的主角从游戏驿站换成了AMC。昨日大涨后，AMC的市值已突破300亿美元，超过游戏驿站。当天以近400亿美元的交易量排名美股第一，足足是第二名特斯拉的三倍。大洋彼岸的我们一觉醒来，只看到令人目瞪口呆的涨幅。但在我们看不到的地方，散户摇旗呐喊，空头手忙脚乱，还有多头浑水摸鱼快进快出。这场惊心动魄的多方混战，丝毫不亚于年初那场世纪变革。1 风乍起，吹皱一池春水关于这场大战的开端，有人说，是因为一桶爆米花。周三，AMC首席执行官亚当·阿隆在生命中表示，“借助AMC Investor Connect，可以与数以百万计的散户股东继续保持良好关系。毕竟，这些人才是AMC的拥有者，而我为他们工作。”因此，AMC在其官网为散户投资者定制了名为“AMC Investor Connect”的计划。订阅股东将获得包括一盒免费爆米花、打折品和展映邀请等独家优惠，并可以与阿隆进行直接交流。但WSB论坛上的老哥们大多都是“人为财死”的亡命之徒，对这些人来说，一桶爆米花远远不值得他们为之卖命，能触动他们的只有实实在在的Dollar。也有人说，是因为万达的离场，重获“自由”的AMC才能“make the American film great again”。5月23日早间，万达集团发布消息，公司已全部退出AMC董事会。一纸通告给长达9年的跨国联姻画上了一个句号，并且累计回笼了14.76亿美元资金，相较最初7亿元的投入也赚了一倍有余。但截至周三收盘，AMC市值飙升至313亿美元。以此估算，万达至少少赚了25亿美元，约合159亿人民币。万达虽然少赚，但不能说亏，AMC的大涨也跟万达清仓无关。事实上，万达离场之后的一周内，AMC累计暴涨357%。但年初至今，AMC累计涨幅已经超过3000%。因此AMC涨不涨，跟万达关系不大。本次大涨真正的导火索，是AMC两天前发布的一则融资公告。当地时间6月1日盘前，AMC宣布向Mudrick Capital Management发行850万股A类普通股，将融资2.305亿美元，增发价格为27.12美元/股，较上周五的收盘价高出3.8%。公告显示，这笔融资将用于收购影院资产、租赁以及投资，并探索去杠杆化的机会。消息传来，股民振奋。当日开盘后再次大举买入AMC院线，股价一路高歌猛进，盘中一度大涨超28%，最终收盘涨幅仍高达22.66%，美股盘后，AMC院线继续拉升，大涨超18%。参与此次融资的Mudrick Capital可不是泛泛之辈，这家机构是AMC院线的重要股东，在去年12月底和今年1月初对AMC进行了大手笔投资，帮助后者避免了被破产清算。在年初的第一波散户狂潮中，不但连续飙升的股价给Mudrick带来了丰厚回报；并且它本身也通过做多AMC院线的债务和股票期权，并参与游戏驿站的交易，获利超2亿美元。这家会赚钱的机构，这次又狠狠秀了一把操作。6月1日刚刚参与了AMC的融资，当天盘中，Mudrick便抛售了其持有的所有AMC院线股份。按AMC周二最高价33.53美元计算，Mudrick一天以内最高可获利超过3.2亿人民币。Mudrick的突然倒戈并没有熄灭散户们大举买入AMC的热情，AMC涨势随之又来了一个小高潮。大股东都撤了散户们还不撤，是谁给了他们这么大的信心？2 谁嬴谁输，谁是下一个？WSB论坛最火的话题从游戏驿站到狗狗币，最近又变成了AMC。这是个以“YOLO”为口号，以“梭哈”为行动准则的“专业炒股论坛”，一场硬仗打下来，又有用户得意洋洋晒出了自己的战绩。这场大战，AMC肯定是躺赢。随着股价水涨船高，CEO阿隆持股价值从年初的约800万美元涨至超过2.2亿美元；套现离场的大股东Mudrick一天狂赚3.2亿人民币；最早买入的散户们当然也赚得盆满钵满。那么是谁亏了？当然还是空头们。数据显示，5月24日以来，做空AMC的机构累计损失超过18亿美元，今年以来的亏损额更是超过25亿美元。今年前5个月，做空游戏驿站、AMC院线两家公司股票的华尔街空头累计亏损达到了92.5亿美元，折合人民币接近600亿元。做空本就是愿赌服输的事，S3 Partners的最新数据显示，AMC院线有超过20%的流通股，即约9500万股被做空。随着股价上涨，这些做空AMC的对冲基金将不断亏损，直到没有足够的保证金，只能被迫清盘，从市场上买回股票。这就是所谓的逼空。数据来源：wind空头清盘、被迫变多头，也就是散户大获全胜之时。这时卖出股票，散户可以将利益最大化。昨天AMC一路跳涨，最高到72.6美元，几乎超过期权最高行权价73美元。所以说，这场战斗还没到结束的时候。如果今晚散户再次把AMC股价拉到73美元之上，那就又有空头要遭殃了。理论上，那时这些做市商已经没有了任何对冲手段，如果股票涨幅够大，足以让一批中型做市商破产。问题来了，年初那波以游戏驿站为首的逼空大战，已经让不少空头们吃足了苦头，为什么他们还敢干。就像WSB论坛中所言：人们骂我们是智障，因为我们一次又一次买这些股票，但为什么那些空头要一次又一次做空它们？华尔街的大佬们不看好这只股票的原因，在于AMC公司连年陷入亏损。2017年至2020年，AMC分别亏损4.87亿美元、1.1亿美元、1.5亿美元和45.9亿美元，今年一季度继续亏损5.67亿美元。重资产模式下，连年的亏损使其债台高筑。目前，AMC总负债规模达127.8亿美元，其中流动负债15.9亿美元，而其账面现金及现金等价物仅有8.1亿美元，资产负债率高达121.8%。同时，疫情之下，AMC院线还面临包括院线窗口期缩短、上映电影数量减少、影院关闭，和流媒体平台进攻等不利因素。因此Mudrick称，AMC院线股价被明显高估，它不是一只可以长期投资的股票；来自MKM Partners的分析师Eric Handler则对AMC给出了只有每股1美元的目标价。按常理来说，分析师们不看好这只股票再正常不过。不过，问题在于AMC总共有320万个人投资者股东，散户持股比例达到总股本的80%。这意味着，无论基本面如何，只要股票还没退市，哪怕再多华尔街机构唱空，如果散户们团结一致，这只股票就能永远涨下去。彭博分析师Geetha Ranganathan表示，“个人投资者希望通过挤压做空者和对冲基金来改造华尔街”。散户们对于战胜华尔街大佬们的游戏乐此不疲，这就是AMC坐上火箭升空的原因。3 结语围绕着AMC的多空博弈还没结束，今晚其股价能否拉上73美元关口将成为重要节点。与此同时，逼空大战时，对冲基金不得不抛售一些其它股票来换取流动性，这将使整个美股再次掀起血雨腥风。这一切归根结底，还要追究到2020年疫情时，美联储货币超发程度创下历史之最，极低的借贷成本和溢出的流动性推高了各种资产的价格所致。WSB概念卷土重来，彰显了散户们的力量依旧恐怖。去年AMC一度面临破产危机，但其一次次度过风险，资金链始终未曾断裂。最新一笔融资后，AMC的债务危机暂时缓解。疫苗渐渐普及，疫情最严峻的时刻也快要过去。AMC的前景看起来一片光明，再加上散户们昂扬的热情，这一次，空头们恐怕依然不会有好果子吃。","news_type":1,"symbols_score_info":{"AMC":0.9,"BB":0.9,"BBBY":0.9,"EXPR":0.9,"GME":0.9,"KOSS":0.9}},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110877237,"gmtCreate":1622444840329,"gmtModify":1634101422440,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582715449264548","authorIdStr":"3582715449264548"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/110877237","repostId":"1115333480","repostType":4,"repost":{"id":"1115333480","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":1622443501,"share":"https://www.laohu8.com/m/news/1115333480?lang=&edition=full","pubTime":"2021-05-31 14:45","market":"hk","language":"zh","title":"中国恒大一度跌超5%，创去年三月以来新低","url":"https://stock-news.laohu8.com/highlight/detail?id=1115333480","media":"老虎资讯综合","summary":"5月31讯，中国恒大午后持续走低，一度跌超5%，报11.52港元，创去年三月以来新低。公司境内外债券今日走弱，2023年到期的“19恒大01”下跌至89元人民币，创2021年以来新低。","content":"<p>5月31讯，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>午后持续走低，一度跌超5%，报11.52港元，创去年三月以来新低。公司境内外债券今日走弱，2023年到期的“19恒大01”下跌至89元人民币，创2021年以来新低。</p><p><img src=\"https://static.tigerbbs.com/46db5ec75c06123aee55d045af42bb6e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国恒大一度跌超5%，创去年三月以来新低</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{ 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}\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中国恒大一度跌超5%，创去年三月以来新低\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\">2021-05-31 14:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月31讯，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>午后持续走低，一度跌超5%，报11.52港元，创去年三月以来新低。公司境内外债券今日走弱，2023年到期的“19恒大01”下跌至89元人民币，创2021年以来新低。</p><p><img src=\"https://static.tigerbbs.com/46db5ec75c06123aee55d045af42bb6e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115333480","content_text":"5月31讯，中国恒大午后持续走低，一度跌超5%，报11.52港元，创去年三月以来新低。公司境内外债券今日走弱，2023年到期的“19恒大01”下跌至89元人民币，创2021年以来新低。","news_type":1,"symbols_score_info":{"03333":0.9}},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107815057,"gmtCreate":1620463499779,"gmtModify":1634198557434,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582715449264548","authorIdStr":"3582715449264548"},"themes":[],"htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/107815057","repostId":"1178459103","repostType":4,"repost":{"id":"1178459103","kind":"news","pubTimestamp":1620462728,"share":"https://www.laohu8.com/m/news/1178459103?lang=&edition=full","pubTime":"2021-05-08 16:32","market":"us","language":"zh","title":"一周两度减持！贝索斯狂抛50亿美元亚马逊股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1178459103","media":"华尔街见闻","summary":"摘要：目前，贝索斯持有的亚马逊股票依然超过10%，并以1920亿美元的身价位列世界首富，领先第二名马斯克的1840亿美元。\n\n一周之内，亚马逊创始人贝索斯连续两次减持股票，累计规模达到近50亿美元。\n","content":"<blockquote>\n 摘要：目前，贝索斯持有的亚马逊股票依然超过10%，并以1920亿美元的身价位列世界首富，领先第二名马斯克的1840亿美元。\n</blockquote>\n<p>一周之内，亚马逊创始人贝索斯连续两次减持股票，累计规模达到近50亿美元。</p>\n<p>据美国证监会周五披露的最新文件，贝索斯按计划出售了739032股亚马逊股票。本周早些时候，他刚刚减持了相同数量的股票。</p>\n<p>2020年，贝索斯分别于2月、8月和11月三次累计减持了超过100亿美元股票。而根据这次计划，贝索斯这轮将抛售200多万股亚马逊股票。</p>\n<p>目前，贝索斯持有的亚马逊股票依然超过10%，并以1920亿美元的身价位列世界首富，领先第二名马斯克的1840亿美元。</p>\n<p>去年，在疫情推动下，亚马逊股价大涨了76%，今年一度涨逾9%，但由于上周科技股大跌，截至周五，今年的涨幅已经收窄至1.1%。</p>\n<p><img src=\"https://static.tigerbbs.com/61006c20a59fc1bee56fc7c55c684c89\" tg-width=\"873\" tg-height=\"535\" referrerpolicy=\"no-referrer\"></p>\n<p>套现的巨额财富，贝索斯准备怎么用呢？此前，贝索斯套现的很多资金都被他投资于旗下的航空公司蓝色起源。去年2月，他还推出了慈善项目地球基金，承诺要10年花光100亿，应对全球气候变暖。</p>\n<p>不过这次贝索斯的钱可能还有一个重要用途——买游艇。据媒体报道，亚马逊CEO贝佐斯前不久从荷兰造船商海洋公司定制了一艘127米长的超大型游艇。这艘游艇造价5亿美元，有望成为\"现存最好的游艇之一\"。</p>\n<p>据称，由于这艘游艇“太大了”，以至于贝索斯还专门定制了第二艘规模较小的“支持游艇”，其中还建造了直升机停机坪。贝索斯的女友劳伦·桑切斯是一名直升机飞行员，贝索斯也上过飞行课。</p>\n<p>今年年初，贝索斯宣布将于今年年底前卸去亚马逊CEO一职，这将使他有更多时间投入他的其他业务中去，包括蓝色起源、华盛顿邮报和地球基金等等。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一周两度减持！贝索斯狂抛50亿美元亚马逊股票 </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一周两度减持！贝索斯狂抛50亿美元亚马逊股票 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 16:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3629823><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：目前，贝索斯持有的亚马逊股票依然超过10%，并以1920亿美元的身价位列世界首富，领先第二名马斯克的1840亿美元。\n\n一周之内，亚马逊创始人贝索斯连续两次减持股票，累计规模达到近50亿美元。\n据美国证监会周五披露的最新文件，贝索斯按计划出售了739032股亚马逊股票。本周早些时候，他刚刚减持了相同数量的股票。\n2020年，贝索斯分别于2月、8月和11月三次累计减持了超过100亿美元股票。而...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3629823\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dffe01d72356572c6df4fa7726ddb0c","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://wallstreetcn.com/articles/3629823","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1178459103","content_text":"摘要：目前，贝索斯持有的亚马逊股票依然超过10%，并以1920亿美元的身价位列世界首富，领先第二名马斯克的1840亿美元。\n\n一周之内，亚马逊创始人贝索斯连续两次减持股票，累计规模达到近50亿美元。\n据美国证监会周五披露的最新文件，贝索斯按计划出售了739032股亚马逊股票。本周早些时候，他刚刚减持了相同数量的股票。\n2020年，贝索斯分别于2月、8月和11月三次累计减持了超过100亿美元股票。而根据这次计划，贝索斯这轮将抛售200多万股亚马逊股票。\n目前，贝索斯持有的亚马逊股票依然超过10%，并以1920亿美元的身价位列世界首富，领先第二名马斯克的1840亿美元。\n去年，在疫情推动下，亚马逊股价大涨了76%，今年一度涨逾9%，但由于上周科技股大跌，截至周五，今年的涨幅已经收窄至1.1%。\n\n套现的巨额财富，贝索斯准备怎么用呢？此前，贝索斯套现的很多资金都被他投资于旗下的航空公司蓝色起源。去年2月，他还推出了慈善项目地球基金，承诺要10年花光100亿，应对全球气候变暖。\n不过这次贝索斯的钱可能还有一个重要用途——买游艇。据媒体报道，亚马逊CEO贝佐斯前不久从荷兰造船商海洋公司定制了一艘127米长的超大型游艇。这艘游艇造价5亿美元，有望成为\"现存最好的游艇之一\"。\n据称，由于这艘游艇“太大了”，以至于贝索斯还专门定制了第二艘规模较小的“支持游艇”，其中还建造了直升机停机坪。贝索斯的女友劳伦·桑切斯是一名直升机飞行员，贝索斯也上过飞行课。\n今年年初，贝索斯宣布将于今年年底前卸去亚马逊CEO一职，这将使他有更多时间投入他的其他业务中去，包括蓝色起源、华盛顿邮报和地球基金等等。","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104271300,"gmtCreate":1620395945900,"gmtModify":1634205537691,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582715449264548","authorIdStr":"3582715449264548"},"themes":[],"htmlText":"😊😊😊","listText":"😊😊😊","text":"😊😊😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/104271300","repostId":"2133050027","repostType":4,"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186673349,"gmtCreate":1623497317081,"gmtModify":1634032359822,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582715449264548","authorIdStr":"3582715449264548"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] 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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/194730912","repostId":"2136975929","repostType":4,"repost":{"id":"2136975929","kind":"highlight","pubTimestamp":1621396605,"share":"https://www.laohu8.com/m/news/2136975929?lang=&edition=full","pubTime":"2021-05-19 11:56","market":"hk","language":"zh","title":"阿里巴巴现在是抄底良机吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2136975929","media":"申万宏源香港","summary":"业绩要点\n· 阿里巴巴公布FY21Q4营收为1,874亿元人民币，同比增长64%。\n· 若剔除反垄断罚款(182亿元人民币)、股权激励费用、投资和无形资产减值损失以及其他若干项目后，Non-GAAP归","content":"<p><b>业绩要点</b></p>\n<p>· <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>公布FY21Q4营收为1,874亿元人民币，同比增长64%。</p>\n<p>· 若剔除反垄断罚款(182亿元人民币)、股权激励费用、投资和无形资产减值损失以及其他若干项目后，Non-GAAP归母净利润为284亿元人民币，同比增长13%。</p>\n<p>· 2021财年全年营收7,173亿元，同比增长41%;Non-GAAP归母净利润为1,790亿元人民币，同比增长27%。</p>\n<p><b>核心电商变现多元化</b></p>\n<p>· FY21Q4，公司中国零售业务收入同比增长74%至1,232亿元，其中客户管理收入同比增长40%，主因搜索变现单次点击平均单价的上升，包括推荐信息流在内的新变现模式的收入增长以及GMV强劲增长。</p>\n<p>· FY2021中国零售电商业务货币化率约4%，我们预计推荐信息流内容化和营销工具多元化发展，电商货币化率有进一步的提升空间。</p>\n<p>· 云计算业务收入同比增长37%，主因非产品原因单一头部客户海外云服务合作终止，经调整后EBITA为3.08亿元，连续两个季度盈利。受去年疫情低基数影响，菜鸟物流、本地生活服务及数字文娱等业务呈现恢复性强劲增长、亏损收窄等表现。</p>\n<p><b>全球年度活跃消费者突破十亿</b></p>\n<p>· 其中，8.91亿消费者来自中国零售市场、本地生活服务和数字媒体及娱乐平台，约2.4亿来自海外。</p>\n<p>· 截止FY21Q4，阿里巴巴中国零售市场MAU达9.25亿，同比净增加 7900万，AAC达8.11亿，同比净增加 8500万，FY2021约 70%的新增AAC来自下沉市场。</p>\n<p>· FY2021，中国零售市场用户ARPU达到9200元，呈现出高留存、高复购特征;整体线上实物 GMV(剔除未支付订单)同比增长21%，主因快消品和家居装饰品类增长强劲。</p>\n<p><b>加大新业务投资力度</b></p>\n<p>· 反垄断监管政策出台及处罚为电商行业创造更公平的竞争环境，同时推动公司高质量发展。</p>\n<p>· 公司计划将2022财年所有增量利润及额外资本投入用于支持平台商家，以及投资新零售、社区团购、国际业务、本地生活和物流基础设施等新业务和关键战略领域，紧扣内需、全球化和高科技融合战略，进一步挖掘流量增长潜力，提升用户粘性和购买频率。</p>\n<p>· 我们预计公司有望挖掘出新的潜在增长市场，公司预计2022财年营业收入将超过9300亿元人民币。</p>\n<p><b>维持买入</b></p>\n<p>· 我们将调整后的2022财年摊薄每股收益预测下调至60.4元人民币。</p>\n<p>· 考虑到淘宝直播、淘宝买菜、淘特价等新业务中长期投资回报可观，我们基于SOTP估值法，将阿里巴巴目标价格从311美元下调至299美元，维持买入建议。</p>","source":"lsy1608866559813","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>阿里巴巴现在是抄底良机吗？</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{ 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class=\"title\">\n阿里巴巴现在是抄底良机吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 11:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/477776.html><strong>申万宏源香港</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>业绩要点\n· 阿里巴巴公布FY21Q4营收为1,874亿元人民币，同比增长64%。\n· 若剔除反垄断罚款(182亿元人民币)、股权激励费用、投资和无形资产减值损失以及其他若干项目后，Non-GAAP归母净利润为284亿元人民币，同比增长13%。\n· 2021财年全年营收7,173亿元，同比增长41%;Non-GAAP归母净利润为1,790亿元人民币，同比增长27%。\n核心电商变现多元化\n· ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/477776.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/851aec0637db3bc4e9291c67ee6fe17a","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/477776.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136975929","content_text":"业绩要点\n· 阿里巴巴公布FY21Q4营收为1,874亿元人民币，同比增长64%。\n· 若剔除反垄断罚款(182亿元人民币)、股权激励费用、投资和无形资产减值损失以及其他若干项目后，Non-GAAP归母净利润为284亿元人民币，同比增长13%。\n· 2021财年全年营收7,173亿元，同比增长41%;Non-GAAP归母净利润为1,790亿元人民币，同比增长27%。\n核心电商变现多元化\n· FY21Q4，公司中国零售业务收入同比增长74%至1,232亿元，其中客户管理收入同比增长40%，主因搜索变现单次点击平均单价的上升，包括推荐信息流在内的新变现模式的收入增长以及GMV强劲增长。\n· FY2021中国零售电商业务货币化率约4%，我们预计推荐信息流内容化和营销工具多元化发展，电商货币化率有进一步的提升空间。\n· 云计算业务收入同比增长37%，主因非产品原因单一头部客户海外云服务合作终止，经调整后EBITA为3.08亿元，连续两个季度盈利。受去年疫情低基数影响，菜鸟物流、本地生活服务及数字文娱等业务呈现恢复性强劲增长、亏损收窄等表现。\n全球年度活跃消费者突破十亿\n· 其中，8.91亿消费者来自中国零售市场、本地生活服务和数字媒体及娱乐平台，约2.4亿来自海外。\n· 截止FY21Q4，阿里巴巴中国零售市场MAU达9.25亿，同比净增加 7900万，AAC达8.11亿，同比净增加 8500万，FY2021约 70%的新增AAC来自下沉市场。\n· FY2021，中国零售市场用户ARPU达到9200元，呈现出高留存、高复购特征;整体线上实物 GMV(剔除未支付订单)同比增长21%，主因快消品和家居装饰品类增长强劲。\n加大新业务投资力度\n· 反垄断监管政策出台及处罚为电商行业创造更公平的竞争环境，同时推动公司高质量发展。\n· 公司计划将2022财年所有增量利润及额外资本投入用于支持平台商家，以及投资新零售、社区团购、国际业务、本地生活和物流基础设施等新业务和关键战略领域，紧扣内需、全球化和高科技融合战略，进一步挖掘流量增长潜力，提升用户粘性和购买频率。\n· 我们预计公司有望挖掘出新的潜在增长市场，公司预计2022财年营业收入将超过9300亿元人民币。\n维持买入\n· 我们将调整后的2022财年摊薄每股收益预测下调至60.4元人民币。\n· 考虑到淘宝直播、淘宝买菜、淘特价等新业务中长期投资回报可观，我们基于SOTP估值法，将阿里巴巴目标价格从311美元下调至299美元，维持买入建议。","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898688075,"gmtCreate":1628493034797,"gmtModify":1631888660186,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582715449264548","authorIdStr":"3582715449264548"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] 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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/112534861","repostId":"2141400966","repostType":4,"repost":{"id":"2141400966","kind":"news","pubTimestamp":1622859093,"share":"https://www.laohu8.com/m/news/2141400966?lang=&edition=full","pubTime":"2021-06-05 10:11","market":"sh","language":"zh","title":"土地收入税务征，影响几何？","url":"https://stock-news.laohu8.com/highlight/detail?id=2141400966","media":"中泰证券  ","summary":"投资要点\n6月4日，财政部宣布将国有土地使用权出让收入等四项政府非税收入划转税务部门征收，我们解读如下：\n税收和非税收入在预算管理、征收监管等方面存在较大差异。税收只在一般公共预算中核算，非税收入则分","content":"<p><b>投资要点</b></p>\n<p>6月4日，财政部宣布将国有土地使用权出让收入等四项政府非税收入划转税务部门征收，我们解读如下：</p>\n<p><b>税收和非税收入在预算管理、征收监管等方面存在较大差异。</b>税收只在一般公共预算中核算，非税收入则分布在三本账中；税收的征管集中于税务机关和海关部门，非税收入的征收部门则多样化；税收采用征收管理模式，具体分为登记、申报、征收、检查、处罚和保全强制等环节；非税大多为收缴或执收，采取事前核对的方式，核对无误后再开具缴款书征收入库，一般无需事后风险管理。</p>\n<p><b>税务部门征收非税，大势所趋。</b>税务部门征收非税是2018年3月中央提出的国家机构改革的重要目标。税务部门征收非税有助于提高征管效率，加强非税收支管理的规范性。税务机关有专业的征收队伍，而且对缴费单位较为熟悉，比如社会保险费的缴费基数是职工工资总额，税务部门在征收企业所得税和个人所得税时已经掌握这一数据，因此能实现精准征收。今年以来，已经有包括水土保持补偿费、地方水库移民扶持基金等近20项非税收入划转至税务部门征收。</p>\n<p><b>划转只是改变征收流程，有助于规范土地收支管理。</b>划转之后，土地出让收入仍依照现行政策，全额纳入地方政府性基金预算管理，收入全额缴入地方国库，支出通过地方政府性基金预算安排。长期以来，地方政府土地收支“不透明”，存在问题有：欠征、少征、漏征土地出让收入；采取先征后返、补贴等方式违规减免收入；空转、虚增土地出让收入等。由于国税系统和地方政府相对独立，划转税务部门征收后，有助于解决土地出让收入缴纳不及时或者漏缴问题，减少违规返还行为的发生，另外，对于部分虚增土地收入较严重的地区，政府性基金预算可能被迫“挤水分”。</p>\n<p>6月4日，财政部宣布将国有土地使用权出让收入等四项政府非税收入划转税务部门征收，自2021年7月1日起在河北等省市开展试点，2022年1月1日起全面实施。土地出让收入是地方政府性基金收入的主要来源，划转税务部门征收后可能产生哪些影响？我们解读如下：</p>\n<p><b>一、税务部门征收非税，大势所趋</b></p>\n<p>我国财政收入主要包括两部分：一是税收，作为主体；二是非税收入，包括行政事业性收费、政府性基金、国有资本收入、罚没收入等等。相比于具有“强制性、无偿性、固定性”的税收，非税收入更加灵活，多体现“有偿性”的特点，比如因使用公共服务、占用公共资源而缴纳的费用。所以，非税收入在预算管理、征收监管等方面和税收存在较大差异。</p>\n<p><b>一是预算类别不同。</b>根据预算法，政府的全部收入和支出都应当纳入预算。税收只在一般公共预算中核算，非税收入则分布在一般公共预算、政府性基金预算和国有资本经营预算等三本账中。</p>\n<p><b>二是管理主体不同。</b>税收的征管集中于税务机关和海关部门，非税收入的征收部门则多样化，比如一直以来土地出让收入由国土部门负责。</p>\n<p><b>三是征收模式不同。</b>税收采用征收管理模式，具体分为登记、申报、征收、检查、处罚和保全强制等环节；非税大多为收缴或执收，采取事前核对的方式，核对无误后再开具缴款书征收入库，一般无需事后风险管理。</p>\n<p><b>税务部门征收非税是机构改革的重要目标。</b>2018年3月中央《深化党和国家机构改革方案》中明确提出，“将省级和省级以下国税地税机构合并，具体承担所辖区域内各项税收、非税收入征管等职责”。同年7月，中办、国办印发《国税地税征管体制改革方案》，再次明确“划转社会保险费和非税收入征管职责”，要求“按照便民、高效的原则，合理确定非税收入征管职责划转到税务部门的范围，对依法保留、适宜划转的非税收入项目成熟一批划转一批，逐步推进”。</p>\n<p><b>税务部门征收非税有助于提高征管效率，加强非税收支管理的规范性。</b>税务机关有专业的征收队伍，而且对缴费单位较为熟悉，比如社会保险费的缴费基数是职工工资总额，税务部门在征收企业所得税和个人所得税时已经掌握这一数据，因此能实现精准征收。从2019年1月1日起，“五险一金”等各项社会保险费已经交由税务部门统一征收；今年以来，已经有包括水土保持补偿费、地方水库移民扶持基金等近20项非税收入划转至税务部门征收。</p>\n<p><b>二、划转只是改变征收流程</b></p>\n<p>市场之所以对本次政策发布关注度较高，主要因为土地出让收入和地方财政、地方债务压力、城投债投资息息相关。实际上，通知中明确表示，“四项政府非税收入的征收范围、对象、标准、减免、分成、使用、管理等政策，继续按照现行规定执行”[1]。换言之，除了改变征收流程，土地出让收入仍依照现行政策，全额纳入地方政府性基金预算管理，收入全额缴入地方国库，支出通过地方政府性基金预算安排。</p>\n<p>过去，土地出让收入一般由市县国土资源管理部门（自然资源部门的前身）依据土地出让合同或供地协议负责征收，一般流程为：1）国土部门与国有土地使用权受让人签订土地出让合同；2）国土部门根据土地出让合同和划拨用地批准文件，开具缴款通知书，明确供应土地的面积、土地出让收入总额以及分期缴纳的具体方式等；3）国有土地使用权受让人需要按照合同及时将土地出让收入缴入地方国库；4）国土部门和财政部门负责确认土地出让收入，未能及时足额缴纳的，不予核发土地使用证。</p>\n<p><img src=\"https://static.tigerbbs.com/3305fdf8d50585e2ad0f376d1966af7c\" tg-width=\"613\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p>\n<p>划转税务部门征收后，仍然由自然资源部门负责签订合同并确认金额和分期缴纳的具体方式，相关信息推送给税务部门后，税务部门负责向土地出让权受让人征收和催款。整个流程中，自然资源部门、财政部门、税务部门、人民银行（代理经营国库）实现信息共享。</p>\n<p><img src=\"https://static.tigerbbs.com/22128f9c0b1595266475a82a6f21c91c\" tg-width=\"649\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p>\n<p><b>从财政角度看，划转有助于规范地方土地收支管理。</b>长期以来，地方政府土地收支“不透明”，按照2015年审计署报告披露的信息[1]，收入端问题主要包括：欠征、少征、漏征土地出让收入；采取先征后返、补贴等方式违规减免收入；空转、虚增土地出让收入等。由于国税系统和地方政府相对独立，划转税务部门征收后，有助于解决土地出让收入缴纳不及时或者漏缴问题，减少违规返还行为的发生，另外，对于部分虚增土地收入较严重的地区，政府性基金预算可能被迫“挤水分”。</p>\n<p><img src=\"https://static.tigerbbs.com/ca44f1f3de93eb1af403307d306894dc\" tg-width=\"653\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1570716150226","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\" 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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土地收入税务征，影响几何？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 10:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://m.cls.cn/depth/761843><strong>中泰证券  </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资要点\n6月4日，财政部宣布将国有土地使用权出让收入等四项政府非税收入划转税务部门征收，我们解读如下：\n税收和非税收入在预算管理、征收监管等方面存在较大差异。税收只在一般公共预算中核算，非税收入则分布在三本账中；税收的征管集中于税务机关和海关部门，非税收入的征收部门则多样化；税收采用征收管理模式，具体分为登记、申报、征收、检查、处罚和保全强制等环节；非税大多为收缴或执收，采取事前核对的方式，核对...</p>\n\n<a href=\"https://m.cls.cn/depth/761843\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8d51ebce3c85489ae272d9f008bccc05","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://m.cls.cn/depth/761843","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2141400966","content_text":"投资要点\n6月4日，财政部宣布将国有土地使用权出让收入等四项政府非税收入划转税务部门征收，我们解读如下：\n税收和非税收入在预算管理、征收监管等方面存在较大差异。税收只在一般公共预算中核算，非税收入则分布在三本账中；税收的征管集中于税务机关和海关部门，非税收入的征收部门则多样化；税收采用征收管理模式，具体分为登记、申报、征收、检查、处罚和保全强制等环节；非税大多为收缴或执收，采取事前核对的方式，核对无误后再开具缴款书征收入库，一般无需事后风险管理。\n税务部门征收非税，大势所趋。税务部门征收非税是2018年3月中央提出的国家机构改革的重要目标。税务部门征收非税有助于提高征管效率，加强非税收支管理的规范性。税务机关有专业的征收队伍，而且对缴费单位较为熟悉，比如社会保险费的缴费基数是职工工资总额，税务部门在征收企业所得税和个人所得税时已经掌握这一数据，因此能实现精准征收。今年以来，已经有包括水土保持补偿费、地方水库移民扶持基金等近20项非税收入划转至税务部门征收。\n划转只是改变征收流程，有助于规范土地收支管理。划转之后，土地出让收入仍依照现行政策，全额纳入地方政府性基金预算管理，收入全额缴入地方国库，支出通过地方政府性基金预算安排。长期以来，地方政府土地收支“不透明”，存在问题有：欠征、少征、漏征土地出让收入；采取先征后返、补贴等方式违规减免收入；空转、虚增土地出让收入等。由于国税系统和地方政府相对独立，划转税务部门征收后，有助于解决土地出让收入缴纳不及时或者漏缴问题，减少违规返还行为的发生，另外，对于部分虚增土地收入较严重的地区，政府性基金预算可能被迫“挤水分”。\n6月4日，财政部宣布将国有土地使用权出让收入等四项政府非税收入划转税务部门征收，自2021年7月1日起在河北等省市开展试点，2022年1月1日起全面实施。土地出让收入是地方政府性基金收入的主要来源，划转税务部门征收后可能产生哪些影响？我们解读如下：\n一、税务部门征收非税，大势所趋\n我国财政收入主要包括两部分：一是税收，作为主体；二是非税收入，包括行政事业性收费、政府性基金、国有资本收入、罚没收入等等。相比于具有“强制性、无偿性、固定性”的税收，非税收入更加灵活，多体现“有偿性”的特点，比如因使用公共服务、占用公共资源而缴纳的费用。所以，非税收入在预算管理、征收监管等方面和税收存在较大差异。\n一是预算类别不同。根据预算法，政府的全部收入和支出都应当纳入预算。税收只在一般公共预算中核算，非税收入则分布在一般公共预算、政府性基金预算和国有资本经营预算等三本账中。\n二是管理主体不同。税收的征管集中于税务机关和海关部门，非税收入的征收部门则多样化，比如一直以来土地出让收入由国土部门负责。\n三是征收模式不同。税收采用征收管理模式，具体分为登记、申报、征收、检查、处罚和保全强制等环节；非税大多为收缴或执收，采取事前核对的方式，核对无误后再开具缴款书征收入库，一般无需事后风险管理。\n税务部门征收非税是机构改革的重要目标。2018年3月中央《深化党和国家机构改革方案》中明确提出，“将省级和省级以下国税地税机构合并，具体承担所辖区域内各项税收、非税收入征管等职责”。同年7月，中办、国办印发《国税地税征管体制改革方案》，再次明确“划转社会保险费和非税收入征管职责”，要求“按照便民、高效的原则，合理确定非税收入征管职责划转到税务部门的范围，对依法保留、适宜划转的非税收入项目成熟一批划转一批，逐步推进”。\n税务部门征收非税有助于提高征管效率，加强非税收支管理的规范性。税务机关有专业的征收队伍，而且对缴费单位较为熟悉，比如社会保险费的缴费基数是职工工资总额，税务部门在征收企业所得税和个人所得税时已经掌握这一数据，因此能实现精准征收。从2019年1月1日起，“五险一金”等各项社会保险费已经交由税务部门统一征收；今年以来，已经有包括水土保持补偿费、地方水库移民扶持基金等近20项非税收入划转至税务部门征收。\n二、划转只是改变征收流程\n市场之所以对本次政策发布关注度较高，主要因为土地出让收入和地方财政、地方债务压力、城投债投资息息相关。实际上，通知中明确表示，“四项政府非税收入的征收范围、对象、标准、减免、分成、使用、管理等政策，继续按照现行规定执行”[1]。换言之，除了改变征收流程，土地出让收入仍依照现行政策，全额纳入地方政府性基金预算管理，收入全额缴入地方国库，支出通过地方政府性基金预算安排。\n过去，土地出让收入一般由市县国土资源管理部门（自然资源部门的前身）依据土地出让合同或供地协议负责征收，一般流程为：1）国土部门与国有土地使用权受让人签订土地出让合同；2）国土部门根据土地出让合同和划拨用地批准文件，开具缴款通知书，明确供应土地的面积、土地出让收入总额以及分期缴纳的具体方式等；3）国有土地使用权受让人需要按照合同及时将土地出让收入缴入地方国库；4）国土部门和财政部门负责确认土地出让收入，未能及时足额缴纳的，不予核发土地使用证。\n\n划转税务部门征收后，仍然由自然资源部门负责签订合同并确认金额和分期缴纳的具体方式，相关信息推送给税务部门后，税务部门负责向土地出让权受让人征收和催款。整个流程中，自然资源部门、财政部门、税务部门、人民银行（代理经营国库）实现信息共享。\n\n从财政角度看，划转有助于规范地方土地收支管理。长期以来，地方政府土地收支“不透明”，按照2015年审计署报告披露的信息[1]，收入端问题主要包括：欠征、少征、漏征土地出让收入；采取先征后返、补贴等方式违规减免收入；空转、虚增土地出让收入等。由于国税系统和地方政府相对独立，划转税务部门征收后，有助于解决土地出让收入缴纳不及时或者漏缴问题，减少违规返还行为的发生，另外，对于部分虚增土地收入较严重的地区，政府性基金预算可能被迫“挤水分”。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113308501,"gmtCreate":1622592832603,"gmtModify":1634100195009,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582715449264548","authorIdStr":"3582715449264548"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/113308501","repostId":"1171929437","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196989767,"gmtCreate":1621004861159,"gmtModify":1634194605390,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582715449264548","authorIdStr":"3582715449264548"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196989767","repostId":"1134686534","repostType":4,"repost":{"id":"1134686534","kind":"news","pubTimestamp":1621002693,"share":"https://www.laohu8.com/m/news/1134686534?lang=&edition=full","pubTime":"2021-05-14 22:31","market":"us","language":"zh","title":"经济学家全面上调未来一年的美国通胀预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1134686534","media":"新浪财经","summary":"明年初以前美国通胀率将会高企。","content":"<p><img src=\"https://static.tigerbbs.com/ac47d596840d5818497ee856ff57fda0\" tg-width=\"550\" tg-height=\"344\" referrerpolicy=\"no-referrer\"></p>\n<p>越来越多的经济学家预计，明年初以前美国通胀率将会高企。</p>\n<p>彭博进行的最新月度调查显示，预测人士上调了到2022年第一季度为止的多项物价压力指标，包括消费者价格指数、个人消费支出物价指数（PCE）以及剔除食品和燃料的PCE指标。</p>\n<p>根据5月7日至13日对71位经济学家的调查，今年第二季度末的CPI同比料攀升3.8%，PCE物价指数料上升3%。</p>\n<p>最新的预测远高于年初的预测，显示预测者将供应短缺、运输问题、需求走强以及数万亿美元的财政和货币政策支持纳入考量。</p>\n<p>“美国经济的供应能力可能无法跟上需求增长的步伐，这一点从芯片到劳动力供应等各个方面已经很明显，”ING首席国际经济学家James Knightley表示。“我们认为，通胀率可能在比美联储预期的更长一段时间里维持高位。”</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>经济学家全面上调未来一年的美国通胀预期</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经济学家全面上调未来一年的美国通胀预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 22:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-05-14/doc-ikmyaawc5358865.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>越来越多的经济学家预计，明年初以前美国通胀率将会高企。\n彭博进行的最新月度调查显示，预测人士上调了到2022年第一季度为止的多项物价压力指标，包括消费者价格指数、个人消费支出物价指数（PCE）以及剔除食品和燃料的PCE指标。\n根据5月7日至13日对71位经济学家的调查，今年第二季度末的CPI同比料攀升3.8%，PCE物价指数料上升3%。\n最新的预测远高于年初的预测，显示预测者将供应短缺、运输问题、...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-05-14/doc-ikmyaawc5358865.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/c685480ed37cb27252b8611b704480cc","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-05-14/doc-ikmyaawc5358865.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134686534","content_text":"越来越多的经济学家预计，明年初以前美国通胀率将会高企。\n彭博进行的最新月度调查显示，预测人士上调了到2022年第一季度为止的多项物价压力指标，包括消费者价格指数、个人消费支出物价指数（PCE）以及剔除食品和燃料的PCE指标。\n根据5月7日至13日对71位经济学家的调查，今年第二季度末的CPI同比料攀升3.8%，PCE物价指数料上升3%。\n最新的预测远高于年初的预测，显示预测者将供应短缺、运输问题、需求走强以及数万亿美元的财政和货币政策支持纳入考量。\n“美国经济的供应能力可能无法跟上需求增长的步伐，这一点从芯片到劳动力供应等各个方面已经很明显，”ING首席国际经济学家James Knightley表示。“我们认为，通胀率可能在比美联储预期的更长一段时间里维持高位。”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112537080,"gmtCreate":1622884282340,"gmtModify":1634097071910,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582715449264548","authorIdStr":"3582715449264548"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/112537080","repostId":"2141540084","repostType":4,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110874177,"gmtCreate":1622444730399,"gmtModify":1634101423651,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582715449264548","authorIdStr":"3582715449264548"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/110874177","repostId":"1115333480","repostType":4,"repost":{"id":"1115333480","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":1622443501,"share":"https://www.laohu8.com/m/news/1115333480?lang=&edition=full","pubTime":"2021-05-31 14:45","market":"hk","language":"zh","title":"中国恒大一度跌超5%，创去年三月以来新低","url":"https://stock-news.laohu8.com/highlight/detail?id=1115333480","media":"老虎资讯综合","summary":"5月31讯，中国恒大午后持续走低，一度跌超5%，报11.52港元，创去年三月以来新低。公司境内外债券今日走弱，2023年到期的“19恒大01”下跌至89元人民币，创2021年以来新低。","content":"<p>5月31讯，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>午后持续走低，一度跌超5%，报11.52港元，创去年三月以来新低。公司境内外债券今日走弱，2023年到期的“19恒大01”下跌至89元人民币，创2021年以来新低。</p><p><img 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国恒大一度跌超5%，创去年三月以来新低\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\">2021-05-31 14:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月31讯，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>午后持续走低，一度跌超5%，报11.52港元，创去年三月以来新低。公司境内外债券今日走弱，2023年到期的“19恒大01”下跌至89元人民币，创2021年以来新低。</p><p><img src=\"https://static.tigerbbs.com/46db5ec75c06123aee55d045af42bb6e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115333480","content_text":"5月31讯，中国恒大午后持续走低，一度跌超5%，报11.52港元，创去年三月以来新低。公司境内外债券今日走弱，2023年到期的“19恒大01”下跌至89元人民币，创2021年以来新低。","news_type":1,"symbols_score_info":{"03333":0.9}},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136425916,"gmtCreate":1622036729536,"gmtModify":1634184463261,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582715449264548","authorIdStr":"3582715449264548"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] 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