EricYow的个人主页 - 老虎社区

EricYow

EricYow

暂无个人介绍

IP属地：未知

68关注

0粉丝

0主题

0勋章

2021-09-01

ok

@Yao6262:$SEMBCORP MARINE LTD(S51.SI)$what happens if I subscribe for my 1000 shares? Do I get the extra shares or what

2021-08-07

good

抱歉，原内容已删除

2021-08-04

good

流利说收到创始人私有化要约，每股普通股1.13美元

2021-08-04

😂😂😂😂

抱歉，原内容已删除

2021-08-04

👌

美股半导体板块盘初普涨，AMD涨超4%续创新高

2021-08-03

good

美债走势诡异原因曝光：是日本人的操作骗了全世界

2021-08-03

nice

美债走势诡异原因曝光：是日本人的操作骗了全世界

2021-08-03

nice

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3585088369400415","uuid":"3585088369400415","gmtCreate":1623313472071,"gmtModify":1628994915417,"name":"EricYow","pinyin":"ericyow","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":68,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.10.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.15%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":816095808,"gmtCreate":1630454068204,"gmtModify":1633677998050,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816095808","repostId":"811225324","repostType":1,"repost":{"id":811225324,"gmtCreate":1630328540368,"gmtModify":1704958503040,"author":{"id":"4091015939116640","authorId":"4091015939116640","name":"Yao6262","avatar":"https://static.tigerbbs.com/0c2e9cddfa80a81f9811ef12aea05464","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091015939116640","authorIdStr":"4091015939116640"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>what happens if I subscribe for my 1000 shares? Do I get the extra shares or what&nbsp;","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>what happens if I subscribe for my 1000 shares? Do I get the extra shares or what&nbsp;","text":"$SEMBCORP MARINE LTD(S51.SI)$what happens if I subscribe for my 1000 shares? Do I get the extra shares or what","images":[{"img":"https://static.tigerbbs.com/2db2d0446d03056c21a0d7b4374dae0a","width":"1080","height":"2312"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811225324","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891111303,"gmtCreate":1628347686902,"gmtModify":1633751525741,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891111303","repostId":"1135602522","repostType":4,"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890869510,"gmtCreate":1628092266030,"gmtModify":1633753649863,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890869510","repostId":"2156018551","repostType":4,"repost":{"id":"2156018551","kind":"news","pubTimestamp":1628082420,"share":"https://www.laohu8.com/m/news/2156018551?lang=&edition=full","pubTime":"2021-08-04 21:07","market":"us","language":"zh","title":"流利说收到创始人私有化要约，每股普通股1.13美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2156018551","media":"智通财经","summary":"8月4日，流利说宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董","content":"<p>8月4日，<a href=\"https://laohu8.com/S/LAIX\">流利说</a>宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董事兼首席技术官Hui Lin以及PCIL IV Limited(以下简称买方团)共同收购公司所有已发行的普通股，包括由公司的美国存托股(ADS)代表的A类普通股(每股ADS代表一股A类普通股)，每股普通股拟定收购价为1.13美元现金。</p>\n<p>该公司预计将成立一个董事会特别委员会，由独立董事和无利害关系董事组成，审议建议函和拟议交易。</p>\n<p>受该消息影响，截至发稿，该股盘前涨5.88%，报1.08美元。</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>流利说收到创始人私有化要约，每股普通股1.13美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\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流利说收到创始人私有化要约，每股普通股1.13美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 21:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/527514.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月4日，流利说宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董事兼首席技术官Hui Lin以及PCIL IV Limited(以下简称买方团)共同收购公司所有已发行的普通股，包括由公司的美国存托股(ADS)代表的A类普通股(每股ADS代表一股A类普通股)，每股...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/527514.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/b2c89b55675953ec212b39326409f754","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/527514.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2156018551","content_text":"8月4日，流利说宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董事兼首席技术官Hui Lin以及PCIL IV Limited(以下简称买方团)共同收购公司所有已发行的普通股，包括由公司的美国存托股(ADS)代表的A类普通股(每股ADS代表一股A类普通股)，每股普通股拟定收购价为1.13美元现金。\n该公司预计将成立一个董事会特别委员会，由独立董事和无利害关系董事组成，审议建议函和拟议交易。\n受该消息影响，截至发稿，该股盘前涨5.88%，报1.08美元。","news_type":1,"symbols_score_info":{"LAIX":0.9}},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890860644,"gmtCreate":1628092206488,"gmtModify":1633753650654,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"😂😂😂😂","listText":"😂😂😂😂","text":"😂😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890860644","repostId":"2156102664","repostType":4,"isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890860966,"gmtCreate":1628092184055,"gmtModify":1633753650877,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890860966","repostId":"1154214794","repostType":4,"repost":{"id":"1154214794","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":1628085369,"share":"https://www.laohu8.com/m/news/1154214794?lang=&edition=full","pubTime":"2021-08-04 21:56","market":"us","language":"zh","title":"美股半导体板块盘初普涨，AMD涨超4%续创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1154214794","media":"老虎资讯综合","summary":"周三，美股半导体板块盘初普涨，AMD涨超4%续创新高，日月光半导体、联电涨2.5%，恩智浦半导体、台积电涨0.5%。","content":"<p>周三，美股半导体板块盘初普涨，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超4%续创新高，<a href=\"https://laohu8.com/S/ASX\">日月光半导体</a>、<a href=\"https://laohu8.com/S/UMC\">联电</a>涨2.5%，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨0.5%。</p>\n<p><img src=\"https://static.tigerbbs.com/d1dcc2d93b0d500b847fc508bbf2c6ab\" 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>美股半导体板块盘初普涨，AMD涨超4%续创新高</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美股半导体板块盘初普涨，AMD涨超4%续创新高\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\">2021-08-04 21:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三，美股半导体板块盘初普涨，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超4%续创新高，<a href=\"https://laohu8.com/S/ASX\">日月光半导体</a>、<a href=\"https://laohu8.com/S/UMC\">联电</a>涨2.5%，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨0.5%。</p>\n<p><img src=\"https://static.tigerbbs.com/d1dcc2d93b0d500b847fc508bbf2c6ab\" 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/9035047aab1628fa23df810d4986f063","relate_stocks":{"ASX":"日月光半导体","AMD":"美国超微公司","UMC":"联电","EWT":"台湾ETF-iShares MSCI","TSM":"台积电","NXPI":"恩智浦"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154214794","content_text":"周三，美股半导体板块盘初普涨，AMD涨超4%续创新高，日月光半导体、联电涨2.5%，恩智浦半导体、台积电涨0.5%。","news_type":1,"symbols_score_info":{"AMD":0.9,"ASX":0.9,"EWT":0.9,"NXPI":0.9,"TSM":0.9,"UMC":0.9}},"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807921858,"gmtCreate":1627997800874,"gmtModify":1633754544034,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807921858","repostId":"1110661815","repostType":4,"repost":{"id":"1110661815","kind":"news","pubTimestamp":1627995018,"share":"https://www.laohu8.com/m/news/1110661815?lang=&edition=full","pubTime":"2021-08-03 20:50","market":"us","language":"zh","title":"美债走势诡异原因曝光：是日本人的操作骗了全世界","url":"https://stock-news.laohu8.com/highlight/detail?id=1110661815","media":"华尔街见闻","summary":"有着全球最安全资产之称的美债也不再安全了？","content":"<p>有着全球最安全资产之称的美债也不再安全了？</p>\n<p>据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的<b>美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%</b>。与此同时，GPIF<b>增加了对欧洲主权债券的持有</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/cffeb18f74f7430d0d9b2b62b0573e12\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将<b>重点转向回报率更高的股票和海外债券</b>。</p>\n<p>尽管GPIF没有公开他调仓的基本操作逻辑，但鉴于其持有高达1.7万亿美元的资产，这一变动无疑会对市场造成剧烈影响。</p>\n<p><img src=\"https://static.tigerbbs.com/e09118146e97b2f4148797f0e83b9a39\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>此外，在截至今年3月的12个月中，GPIF对法国、意大利、英国和德国的债券配置均至少增加了1.7%。经调整汇率和债券价格波动后。预估这些债券的购买总额为5.72 万亿日元（520 亿美元）。</p>\n<p><img src=\"https://static.tigerbbs.com/8fcc667934546e521f495383cb155c74\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>就目前来看，GPIF降低美债权重的投资策略是成功的，其上一财年的海外债券投资回报率为7.1%，高于5.4%的富时世界国债指数。</p>\n<p>美国10年期国债自去年3月疫情爆发以来，经历了长期的横盘，然后在今年3月升至1.7%上方，其目前收益率位于1.2%下方。</p>\n<p><img src=\"https://static.tigerbbs.com/65d574735ca0647fbad1b706dbce4238\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>三井住友信托银行分析师Ayako Sera表示，目前美债的收益率不足以抵消汇率波动风险，美国国债的吸引力可能会进一步下降。</p>\n<p>美国财政部数据显示，日本投资者分别在今年4月日开始的本财年和上一财年分别抛售了240亿和350亿美元的美债。</p>\n<p>摩根士丹利曾表示需要避免将当前美债较低的收益率强行进行合理化解释。</p>\n<p>3月时，<b>多数投资者以为美债收益率的上升是由美国正强劲的经济复苏推动的</b>，市场甚至一度普遍认为该美债的收益率将很快超过2%。</p>\n<p>但这只是投资者们一厢情愿的想法。</p>\n<p>那在这期间，美债收益率大幅上涨的真正原因是什么？</p>\n<p>摩根士丹利认为：</p>\n<blockquote>\n 美债收益率上涨，\n <b>真正的主要原因是GPIF对美债的大量抛售。而GPIF之所以抛售美债，主要基于对财年结束的获利了解考虑。</b>在那之后，\n <b>由于美国的实际经济数据跟不上预期数据，美债收益率开始走低。</b>\n</blockquote>\n<p>也就是说，日本人的操作成功欺骗了全世界，美债上涨被市场解读为美国经济正在强劲复苏；美债收下跌被市场解读为是量化宽松导致的。</p>\n<p>就对美债收益率目前的看法，摩根士丹利表示：</p>\n<blockquote>\n 美国10年期国债收益率的公允价值应该是1.6%左右，美债收益率将在8月迎来上升。由于拜登政府推出的2万亿美元基建计划，将保持美国劳动力市场的强劲增长，并在未来推动美债收益率上升。\n</blockquote>","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>美债走势诡异原因曝光：是日本人的操作骗了全世界</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美债走势诡异原因曝光：是日本人的操作骗了全世界\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 20:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636962><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有着全球最安全资产之称的美债也不再安全了？\n据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%。与此同时，GPIF增加了对欧洲主权债券的持有。\n\n一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将重点转向回报率更高的股票和海外债券。\n尽管GPIF没有...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636962\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c85c320adaeda5c6807698908bd45f3f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3636962","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1110661815","content_text":"有着全球最安全资产之称的美债也不再安全了？\n据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%。与此同时，GPIF增加了对欧洲主权债券的持有。\n\n一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将重点转向回报率更高的股票和海外债券。\n尽管GPIF没有公开他调仓的基本操作逻辑，但鉴于其持有高达1.7万亿美元的资产，这一变动无疑会对市场造成剧烈影响。\n\n此外，在截至今年3月的12个月中，GPIF对法国、意大利、英国和德国的债券配置均至少增加了1.7%。经调整汇率和债券价格波动后。预估这些债券的购买总额为5.72 万亿日元（520 亿美元）。\n\n就目前来看，GPIF降低美债权重的投资策略是成功的，其上一财年的海外债券投资回报率为7.1%，高于5.4%的富时世界国债指数。\n美国10年期国债自去年3月疫情爆发以来，经历了长期的横盘，然后在今年3月升至1.7%上方，其目前收益率位于1.2%下方。\n\n三井住友信托银行分析师Ayako Sera表示，目前美债的收益率不足以抵消汇率波动风险，美国国债的吸引力可能会进一步下降。\n美国财政部数据显示，日本投资者分别在今年4月日开始的本财年和上一财年分别抛售了240亿和350亿美元的美债。\n摩根士丹利曾表示需要避免将当前美债较低的收益率强行进行合理化解释。\n3月时，多数投资者以为美债收益率的上升是由美国正强劲的经济复苏推动的，市场甚至一度普遍认为该美债的收益率将很快超过2%。\n但这只是投资者们一厢情愿的想法。\n那在这期间，美债收益率大幅上涨的真正原因是什么？\n摩根士丹利认为：\n\n 美债收益率上涨，\n 真正的主要原因是GPIF对美债的大量抛售。而GPIF之所以抛售美债，主要基于对财年结束的获利了解考虑。在那之后，\n 由于美国的实际经济数据跟不上预期数据，美债收益率开始走低。\n\n也就是说，日本人的操作成功欺骗了全世界，美债上涨被市场解读为美国经济正在强劲复苏；美债收下跌被市场解读为是量化宽松导致的。\n就对美债收益率目前的看法，摩根士丹利表示：\n\n 美国10年期国债收益率的公允价值应该是1.6%左右，美债收益率将在8月迎来上升。由于拜登政府推出的2万亿美元基建计划，将保持美国劳动力市场的强劲增长，并在未来推动美债收益率上升。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807921924,"gmtCreate":1627997791768,"gmtModify":1633754544378,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807921924","repostId":"1110661815","repostType":4,"repost":{"id":"1110661815","kind":"news","pubTimestamp":1627995018,"share":"https://www.laohu8.com/m/news/1110661815?lang=&edition=full","pubTime":"2021-08-03 20:50","market":"us","language":"zh","title":"美债走势诡异原因曝光：是日本人的操作骗了全世界","url":"https://stock-news.laohu8.com/highlight/detail?id=1110661815","media":"华尔街见闻","summary":"有着全球最安全资产之称的美债也不再安全了？","content":"<p>有着全球最安全资产之称的美债也不再安全了？</p>\n<p>据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的<b>美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%</b>。与此同时，GPIF<b>增加了对欧洲主权债券的持有</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/cffeb18f74f7430d0d9b2b62b0573e12\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将<b>重点转向回报率更高的股票和海外债券</b>。</p>\n<p>尽管GPIF没有公开他调仓的基本操作逻辑，但鉴于其持有高达1.7万亿美元的资产，这一变动无疑会对市场造成剧烈影响。</p>\n<p><img src=\"https://static.tigerbbs.com/e09118146e97b2f4148797f0e83b9a39\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>此外，在截至今年3月的12个月中，GPIF对法国、意大利、英国和德国的债券配置均至少增加了1.7%。经调整汇率和债券价格波动后。预估这些债券的购买总额为5.72 万亿日元（520 亿美元）。</p>\n<p><img src=\"https://static.tigerbbs.com/8fcc667934546e521f495383cb155c74\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>就目前来看，GPIF降低美债权重的投资策略是成功的，其上一财年的海外债券投资回报率为7.1%，高于5.4%的富时世界国债指数。</p>\n<p>美国10年期国债自去年3月疫情爆发以来，经历了长期的横盘，然后在今年3月升至1.7%上方，其目前收益率位于1.2%下方。</p>\n<p><img src=\"https://static.tigerbbs.com/65d574735ca0647fbad1b706dbce4238\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>三井住友信托银行分析师Ayako Sera表示，目前美债的收益率不足以抵消汇率波动风险，美国国债的吸引力可能会进一步下降。</p>\n<p>美国财政部数据显示，日本投资者分别在今年4月日开始的本财年和上一财年分别抛售了240亿和350亿美元的美债。</p>\n<p>摩根士丹利曾表示需要避免将当前美债较低的收益率强行进行合理化解释。</p>\n<p>3月时，<b>多数投资者以为美债收益率的上升是由美国正强劲的经济复苏推动的</b>，市场甚至一度普遍认为该美债的收益率将很快超过2%。</p>\n<p>但这只是投资者们一厢情愿的想法。</p>\n<p>那在这期间，美债收益率大幅上涨的真正原因是什么？</p>\n<p>摩根士丹利认为：</p>\n<blockquote>\n 美债收益率上涨，\n <b>真正的主要原因是GPIF对美债的大量抛售。而GPIF之所以抛售美债，主要基于对财年结束的获利了解考虑。</b>在那之后，\n <b>由于美国的实际经济数据跟不上预期数据，美债收益率开始走低。</b>\n</blockquote>\n<p>也就是说，日本人的操作成功欺骗了全世界，美债上涨被市场解读为美国经济正在强劲复苏；美债收下跌被市场解读为是量化宽松导致的。</p>\n<p>就对美债收益率目前的看法，摩根士丹利表示：</p>\n<blockquote>\n 美国10年期国债收益率的公允价值应该是1.6%左右，美债收益率将在8月迎来上升。由于拜登政府推出的2万亿美元基建计划，将保持美国劳动力市场的强劲增长，并在未来推动美债收益率上升。\n</blockquote>","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>美债走势诡异原因曝光：是日本人的操作骗了全世界</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美债走势诡异原因曝光：是日本人的操作骗了全世界\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 20:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636962><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有着全球最安全资产之称的美债也不再安全了？\n据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%。与此同时，GPIF增加了对欧洲主权债券的持有。\n\n一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将重点转向回报率更高的股票和海外债券。\n尽管GPIF没有...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636962\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c85c320adaeda5c6807698908bd45f3f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3636962","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1110661815","content_text":"有着全球最安全资产之称的美债也不再安全了？\n据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%。与此同时，GPIF增加了对欧洲主权债券的持有。\n\n一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将重点转向回报率更高的股票和海外债券。\n尽管GPIF没有公开他调仓的基本操作逻辑，但鉴于其持有高达1.7万亿美元的资产，这一变动无疑会对市场造成剧烈影响。\n\n此外，在截至今年3月的12个月中，GPIF对法国、意大利、英国和德国的债券配置均至少增加了1.7%。经调整汇率和债券价格波动后。预估这些债券的购买总额为5.72 万亿日元（520 亿美元）。\n\n就目前来看，GPIF降低美债权重的投资策略是成功的，其上一财年的海外债券投资回报率为7.1%，高于5.4%的富时世界国债指数。\n美国10年期国债自去年3月疫情爆发以来，经历了长期的横盘，然后在今年3月升至1.7%上方，其目前收益率位于1.2%下方。\n\n三井住友信托银行分析师Ayako Sera表示，目前美债的收益率不足以抵消汇率波动风险，美国国债的吸引力可能会进一步下降。\n美国财政部数据显示，日本投资者分别在今年4月日开始的本财年和上一财年分别抛售了240亿和350亿美元的美债。\n摩根士丹利曾表示需要避免将当前美债较低的收益率强行进行合理化解释。\n3月时，多数投资者以为美债收益率的上升是由美国正强劲的经济复苏推动的，市场甚至一度普遍认为该美债的收益率将很快超过2%。\n但这只是投资者们一厢情愿的想法。\n那在这期间，美债收益率大幅上涨的真正原因是什么？\n摩根士丹利认为：\n\n 美债收益率上涨，\n 真正的主要原因是GPIF对美债的大量抛售。而GPIF之所以抛售美债，主要基于对财年结束的获利了解考虑。在那之后，\n 由于美国的实际经济数据跟不上预期数据，美债收益率开始走低。\n\n也就是说，日本人的操作成功欺骗了全世界，美债上涨被市场解读为美国经济正在强劲复苏；美债收下跌被市场解读为是量化宽松导致的。\n就对美债收益率目前的看法，摩根士丹利表示：\n\n 美国10年期国债收益率的公允价值应该是1.6%左右，美债收益率将在8月迎来上升。由于拜登政府推出的2万亿美元基建计划，将保持美国劳动力市场的强劲增长，并在未来推动美债收益率上升。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807923666,"gmtCreate":1627997765755,"gmtModify":1633754544721,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807923666","repostId":"1103757361","repostType":4,"isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":807923666,"gmtCreate":1627997765755,"gmtModify":1633754544721,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807923666","repostId":"1103757361","repostType":4,"isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891111303,"gmtCreate":1628347686902,"gmtModify":1633751525741,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891111303","repostId":"1135602522","repostType":4,"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890869510,"gmtCreate":1628092266030,"gmtModify":1633753649863,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890869510","repostId":"2156018551","repostType":4,"repost":{"id":"2156018551","kind":"news","pubTimestamp":1628082420,"share":"https://www.laohu8.com/m/news/2156018551?lang=&edition=full","pubTime":"2021-08-04 21:07","market":"us","language":"zh","title":"流利说收到创始人私有化要约，每股普通股1.13美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2156018551","media":"智通财经","summary":"8月4日，流利说宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董","content":"<p>8月4日，<a href=\"https://laohu8.com/S/LAIX\">流利说</a>宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董事兼首席技术官Hui Lin以及PCIL IV Limited(以下简称买方团)共同收购公司所有已发行的普通股，包括由公司的美国存托股(ADS)代表的A类普通股(每股ADS代表一股A类普通股)，每股普通股拟定收购价为1.13美元现金。</p>\n<p>该公司预计将成立一个董事会特别委员会，由独立董事和无利害关系董事组成，审议建议函和拟议交易。</p>\n<p>受该消息影响，截至发稿，该股盘前涨5.88%，报1.08美元。</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>流利说收到创始人私有化要约，每股普通股1.13美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\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流利说收到创始人私有化要约，每股普通股1.13美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 21:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/527514.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月4日，流利说宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董事兼首席技术官Hui Lin以及PCIL IV Limited(以下简称买方团)共同收购公司所有已发行的普通股，包括由公司的美国存托股(ADS)代表的A类普通股(每股ADS代表一股A类普通股)，每股...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/527514.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/b2c89b55675953ec212b39326409f754","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/527514.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2156018551","content_text":"8月4日，流利说宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董事兼首席技术官Hui Lin以及PCIL IV Limited(以下简称买方团)共同收购公司所有已发行的普通股，包括由公司的美国存托股(ADS)代表的A类普通股(每股ADS代表一股A类普通股)，每股普通股拟定收购价为1.13美元现金。\n该公司预计将成立一个董事会特别委员会，由独立董事和无利害关系董事组成，审议建议函和拟议交易。\n受该消息影响，截至发稿，该股盘前涨5.88%，报1.08美元。","news_type":1,"symbols_score_info":{"LAIX":0.9}},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890860644,"gmtCreate":1628092206488,"gmtModify":1633753650654,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"😂😂😂😂","listText":"😂😂😂😂","text":"😂😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890860644","repostId":"2156102664","repostType":4,"isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890860966,"gmtCreate":1628092184055,"gmtModify":1633753650877,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890860966","repostId":"1154214794","repostType":4,"repost":{"id":"1154214794","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":1628085369,"share":"https://www.laohu8.com/m/news/1154214794?lang=&edition=full","pubTime":"2021-08-04 21:56","market":"us","language":"zh","title":"美股半导体板块盘初普涨，AMD涨超4%续创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1154214794","media":"老虎资讯综合","summary":"周三，美股半导体板块盘初普涨，AMD涨超4%续创新高，日月光半导体、联电涨2.5%，恩智浦半导体、台积电涨0.5%。","content":"<p>周三，美股半导体板块盘初普涨，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超4%续创新高，<a href=\"https://laohu8.com/S/ASX\">日月光半导体</a>、<a href=\"https://laohu8.com/S/UMC\">联电</a>涨2.5%，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨0.5%。</p>\n<p><img src=\"https://static.tigerbbs.com/d1dcc2d93b0d500b847fc508bbf2c6ab\" 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>美股半导体板块盘初普涨，AMD涨超4%续创新高</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美股半导体板块盘初普涨，AMD涨超4%续创新高\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\">2021-08-04 21:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三，美股半导体板块盘初普涨，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超4%续创新高，<a href=\"https://laohu8.com/S/ASX\">日月光半导体</a>、<a href=\"https://laohu8.com/S/UMC\">联电</a>涨2.5%，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨0.5%。</p>\n<p><img src=\"https://static.tigerbbs.com/d1dcc2d93b0d500b847fc508bbf2c6ab\" 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/9035047aab1628fa23df810d4986f063","relate_stocks":{"ASX":"日月光半导体","AMD":"美国超微公司","UMC":"联电","EWT":"台湾ETF-iShares MSCI","TSM":"台积电","NXPI":"恩智浦"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154214794","content_text":"周三，美股半导体板块盘初普涨，AMD涨超4%续创新高，日月光半导体、联电涨2.5%，恩智浦半导体、台积电涨0.5%。","news_type":1,"symbols_score_info":{"AMD":0.9,"ASX":0.9,"EWT":0.9,"NXPI":0.9,"TSM":0.9,"UMC":0.9}},"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816095808,"gmtCreate":1630454068204,"gmtModify":1633677998050,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816095808","repostId":"811225324","repostType":1,"repost":{"id":811225324,"gmtCreate":1630328540368,"gmtModify":1704958503040,"author":{"id":"4091015939116640","authorId":"4091015939116640","name":"Yao6262","avatar":"https://static.tigerbbs.com/0c2e9cddfa80a81f9811ef12aea05464","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091015939116640","authorIdStr":"4091015939116640"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>what happens if I subscribe for my 1000 shares? Do I get the extra shares or what&nbsp;","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>what happens if I subscribe for my 1000 shares? Do I get the extra shares or what&nbsp;","text":"$SEMBCORP MARINE LTD(S51.SI)$what happens if I subscribe for my 1000 shares? Do I get the extra shares or what","images":[{"img":"https://static.tigerbbs.com/2db2d0446d03056c21a0d7b4374dae0a","width":"1080","height":"2312"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811225324","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807921858,"gmtCreate":1627997800874,"gmtModify":1633754544034,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807921858","repostId":"1110661815","repostType":4,"repost":{"id":"1110661815","kind":"news","pubTimestamp":1627995018,"share":"https://www.laohu8.com/m/news/1110661815?lang=&edition=full","pubTime":"2021-08-03 20:50","market":"us","language":"zh","title":"美债走势诡异原因曝光：是日本人的操作骗了全世界","url":"https://stock-news.laohu8.com/highlight/detail?id=1110661815","media":"华尔街见闻","summary":"有着全球最安全资产之称的美债也不再安全了？","content":"<p>有着全球最安全资产之称的美债也不再安全了？</p>\n<p>据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的<b>美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%</b>。与此同时，GPIF<b>增加了对欧洲主权债券的持有</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/cffeb18f74f7430d0d9b2b62b0573e12\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将<b>重点转向回报率更高的股票和海外债券</b>。</p>\n<p>尽管GPIF没有公开他调仓的基本操作逻辑，但鉴于其持有高达1.7万亿美元的资产，这一变动无疑会对市场造成剧烈影响。</p>\n<p><img src=\"https://static.tigerbbs.com/e09118146e97b2f4148797f0e83b9a39\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>此外，在截至今年3月的12个月中，GPIF对法国、意大利、英国和德国的债券配置均至少增加了1.7%。经调整汇率和债券价格波动后。预估这些债券的购买总额为5.72 万亿日元（520 亿美元）。</p>\n<p><img src=\"https://static.tigerbbs.com/8fcc667934546e521f495383cb155c74\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>就目前来看，GPIF降低美债权重的投资策略是成功的，其上一财年的海外债券投资回报率为7.1%，高于5.4%的富时世界国债指数。</p>\n<p>美国10年期国债自去年3月疫情爆发以来，经历了长期的横盘，然后在今年3月升至1.7%上方，其目前收益率位于1.2%下方。</p>\n<p><img src=\"https://static.tigerbbs.com/65d574735ca0647fbad1b706dbce4238\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>三井住友信托银行分析师Ayako Sera表示，目前美债的收益率不足以抵消汇率波动风险，美国国债的吸引力可能会进一步下降。</p>\n<p>美国财政部数据显示，日本投资者分别在今年4月日开始的本财年和上一财年分别抛售了240亿和350亿美元的美债。</p>\n<p>摩根士丹利曾表示需要避免将当前美债较低的收益率强行进行合理化解释。</p>\n<p>3月时，<b>多数投资者以为美债收益率的上升是由美国正强劲的经济复苏推动的</b>，市场甚至一度普遍认为该美债的收益率将很快超过2%。</p>\n<p>但这只是投资者们一厢情愿的想法。</p>\n<p>那在这期间，美债收益率大幅上涨的真正原因是什么？</p>\n<p>摩根士丹利认为：</p>\n<blockquote>\n 美债收益率上涨，\n <b>真正的主要原因是GPIF对美债的大量抛售。而GPIF之所以抛售美债，主要基于对财年结束的获利了解考虑。</b>在那之后，\n <b>由于美国的实际经济数据跟不上预期数据，美债收益率开始走低。</b>\n</blockquote>\n<p>也就是说，日本人的操作成功欺骗了全世界，美债上涨被市场解读为美国经济正在强劲复苏；美债收下跌被市场解读为是量化宽松导致的。</p>\n<p>就对美债收益率目前的看法，摩根士丹利表示：</p>\n<blockquote>\n 美国10年期国债收益率的公允价值应该是1.6%左右，美债收益率将在8月迎来上升。由于拜登政府推出的2万亿美元基建计划，将保持美国劳动力市场的强劲增长，并在未来推动美债收益率上升。\n</blockquote>","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>美债走势诡异原因曝光：是日本人的操作骗了全世界</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美债走势诡异原因曝光：是日本人的操作骗了全世界\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 20:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636962><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有着全球最安全资产之称的美债也不再安全了？\n据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%。与此同时，GPIF增加了对欧洲主权债券的持有。\n\n一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将重点转向回报率更高的股票和海外债券。\n尽管GPIF没有...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636962\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c85c320adaeda5c6807698908bd45f3f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3636962","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1110661815","content_text":"有着全球最安全资产之称的美债也不再安全了？\n据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%。与此同时，GPIF增加了对欧洲主权债券的持有。\n\n一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将重点转向回报率更高的股票和海外债券。\n尽管GPIF没有公开他调仓的基本操作逻辑，但鉴于其持有高达1.7万亿美元的资产，这一变动无疑会对市场造成剧烈影响。\n\n此外，在截至今年3月的12个月中，GPIF对法国、意大利、英国和德国的债券配置均至少增加了1.7%。经调整汇率和债券价格波动后。预估这些债券的购买总额为5.72 万亿日元（520 亿美元）。\n\n就目前来看，GPIF降低美债权重的投资策略是成功的，其上一财年的海外债券投资回报率为7.1%，高于5.4%的富时世界国债指数。\n美国10年期国债自去年3月疫情爆发以来，经历了长期的横盘，然后在今年3月升至1.7%上方，其目前收益率位于1.2%下方。\n\n三井住友信托银行分析师Ayako Sera表示，目前美债的收益率不足以抵消汇率波动风险，美国国债的吸引力可能会进一步下降。\n美国财政部数据显示，日本投资者分别在今年4月日开始的本财年和上一财年分别抛售了240亿和350亿美元的美债。\n摩根士丹利曾表示需要避免将当前美债较低的收益率强行进行合理化解释。\n3月时，多数投资者以为美债收益率的上升是由美国正强劲的经济复苏推动的，市场甚至一度普遍认为该美债的收益率将很快超过2%。\n但这只是投资者们一厢情愿的想法。\n那在这期间，美债收益率大幅上涨的真正原因是什么？\n摩根士丹利认为：\n\n 美债收益率上涨，\n 真正的主要原因是GPIF对美债的大量抛售。而GPIF之所以抛售美债，主要基于对财年结束的获利了解考虑。在那之后，\n 由于美国的实际经济数据跟不上预期数据，美债收益率开始走低。\n\n也就是说，日本人的操作成功欺骗了全世界，美债上涨被市场解读为美国经济正在强劲复苏；美债收下跌被市场解读为是量化宽松导致的。\n就对美债收益率目前的看法，摩根士丹利表示：\n\n 美国10年期国债收益率的公允价值应该是1.6%左右，美债收益率将在8月迎来上升。由于拜登政府推出的2万亿美元基建计划，将保持美国劳动力市场的强劲增长，并在未来推动美债收益率上升。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807921924,"gmtCreate":1627997791768,"gmtModify":1633754544378,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807921924","repostId":"1110661815","repostType":4,"repost":{"id":"1110661815","kind":"news","pubTimestamp":1627995018,"share":"https://www.laohu8.com/m/news/1110661815?lang=&edition=full","pubTime":"2021-08-03 20:50","market":"us","language":"zh","title":"美债走势诡异原因曝光：是日本人的操作骗了全世界","url":"https://stock-news.laohu8.com/highlight/detail?id=1110661815","media":"华尔街见闻","summary":"有着全球最安全资产之称的美债也不再安全了？","content":"<p>有着全球最安全资产之称的美债也不再安全了？</p>\n<p>据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的<b>美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%</b>。与此同时，GPIF<b>增加了对欧洲主权债券的持有</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/cffeb18f74f7430d0d9b2b62b0573e12\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将<b>重点转向回报率更高的股票和海外债券</b>。</p>\n<p>尽管GPIF没有公开他调仓的基本操作逻辑，但鉴于其持有高达1.7万亿美元的资产，这一变动无疑会对市场造成剧烈影响。</p>\n<p><img src=\"https://static.tigerbbs.com/e09118146e97b2f4148797f0e83b9a39\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>此外，在截至今年3月的12个月中，GPIF对法国、意大利、英国和德国的债券配置均至少增加了1.7%。经调整汇率和债券价格波动后。预估这些债券的购买总额为5.72 万亿日元（520 亿美元）。</p>\n<p><img src=\"https://static.tigerbbs.com/8fcc667934546e521f495383cb155c74\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>就目前来看，GPIF降低美债权重的投资策略是成功的，其上一财年的海外债券投资回报率为7.1%，高于5.4%的富时世界国债指数。</p>\n<p>美国10年期国债自去年3月疫情爆发以来，经历了长期的横盘，然后在今年3月升至1.7%上方，其目前收益率位于1.2%下方。</p>\n<p><img src=\"https://static.tigerbbs.com/65d574735ca0647fbad1b706dbce4238\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>三井住友信托银行分析师Ayako Sera表示，目前美债的收益率不足以抵消汇率波动风险，美国国债的吸引力可能会进一步下降。</p>\n<p>美国财政部数据显示，日本投资者分别在今年4月日开始的本财年和上一财年分别抛售了240亿和350亿美元的美债。</p>\n<p>摩根士丹利曾表示需要避免将当前美债较低的收益率强行进行合理化解释。</p>\n<p>3月时，<b>多数投资者以为美债收益率的上升是由美国正强劲的经济复苏推动的</b>，市场甚至一度普遍认为该美债的收益率将很快超过2%。</p>\n<p>但这只是投资者们一厢情愿的想法。</p>\n<p>那在这期间，美债收益率大幅上涨的真正原因是什么？</p>\n<p>摩根士丹利认为：</p>\n<blockquote>\n 美债收益率上涨，\n <b>真正的主要原因是GPIF对美债的大量抛售。而GPIF之所以抛售美债，主要基于对财年结束的获利了解考虑。</b>在那之后，\n <b>由于美国的实际经济数据跟不上预期数据，美债收益率开始走低。</b>\n</blockquote>\n<p>也就是说，日本人的操作成功欺骗了全世界，美债上涨被市场解读为美国经济正在强劲复苏；美债收下跌被市场解读为是量化宽松导致的。</p>\n<p>就对美债收益率目前的看法，摩根士丹利表示：</p>\n<blockquote>\n 美国10年期国债收益率的公允价值应该是1.6%左右，美债收益率将在8月迎来上升。由于拜登政府推出的2万亿美元基建计划，将保持美国劳动力市场的强劲增长，并在未来推动美债收益率上升。\n</blockquote>","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>美债走势诡异原因曝光：是日本人的操作骗了全世界</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美债走势诡异原因曝光：是日本人的操作骗了全世界\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 20:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636962><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有着全球最安全资产之称的美债也不再安全了？\n据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%。与此同时，GPIF增加了对欧洲主权债券的持有。\n\n一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将重点转向回报率更高的股票和海外债券。\n尽管GPIF没有...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636962\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c85c320adaeda5c6807698908bd45f3f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3636962","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1110661815","content_text":"有着全球最安全资产之称的美债也不再安全了？\n据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%。与此同时，GPIF增加了对欧洲主权债券的持有。\n\n一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将重点转向回报率更高的股票和海外债券。\n尽管GPIF没有公开他调仓的基本操作逻辑，但鉴于其持有高达1.7万亿美元的资产，这一变动无疑会对市场造成剧烈影响。\n\n此外，在截至今年3月的12个月中，GPIF对法国、意大利、英国和德国的债券配置均至少增加了1.7%。经调整汇率和债券价格波动后。预估这些债券的购买总额为5.72 万亿日元（520 亿美元）。\n\n就目前来看，GPIF降低美债权重的投资策略是成功的，其上一财年的海外债券投资回报率为7.1%，高于5.4%的富时世界国债指数。\n美国10年期国债自去年3月疫情爆发以来，经历了长期的横盘，然后在今年3月升至1.7%上方，其目前收益率位于1.2%下方。\n\n三井住友信托银行分析师Ayako Sera表示，目前美债的收益率不足以抵消汇率波动风险，美国国债的吸引力可能会进一步下降。\n美国财政部数据显示，日本投资者分别在今年4月日开始的本财年和上一财年分别抛售了240亿和350亿美元的美债。\n摩根士丹利曾表示需要避免将当前美债较低的收益率强行进行合理化解释。\n3月时，多数投资者以为美债收益率的上升是由美国正强劲的经济复苏推动的，市场甚至一度普遍认为该美债的收益率将很快超过2%。\n但这只是投资者们一厢情愿的想法。\n那在这期间，美债收益率大幅上涨的真正原因是什么？\n摩根士丹利认为：\n\n 美债收益率上涨，\n 真正的主要原因是GPIF对美债的大量抛售。而GPIF之所以抛售美债，主要基于对财年结束的获利了解考虑。在那之后，\n 由于美国的实际经济数据跟不上预期数据，美债收益率开始走低。\n\n也就是说，日本人的操作成功欺骗了全世界，美债上涨被市场解读为美国经济正在强劲复苏；美债收下跌被市场解读为是量化宽松导致的。\n就对美债收益率目前的看法，摩根士丹利表示：\n\n 美国10年期国债收益率的公允价值应该是1.6%左右，美债收益率将在8月迎来上升。由于拜登政府推出的2万亿美元基建计划，将保持美国劳动力市场的强劲增长，并在未来推动美债收益率上升。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}