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2021-10-14

这篇文章不错，转发给大家看

@美股研究社:台积电第三季度净利润1563亿台币，高于市场预估

2021-08-05

激素的确人体不好

抱歉，原内容已删除

2021-08-03

中国的国家政策太厉害了，哪个版块涨的快就剪那个板块的顶芽

抱歉，原内容已删除

2021-07-29

以后人工成本会大大降低

美团无人配送车驰援南京

2021-07-28

中概教育股只是技术反弹，有票的人要会逃！

开盘：恒指涨1.08%，教育股、物管股反弹

2021-07-26

是要回调的

恒生科技指数午后跌幅扩大至6%

2021-07-22

疫情还没结束

美国上周首申人数大超预期值，创近两月来新高

2021-07-18

航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，

消息人士：欧佩克+主要产油国已达成初步协议

2021-07-17

大家可以大概知道避险资金的方向

14亿狂扫中国平安！北向资金一周动向来了

2021-07-16

开始避险了吗？

抱歉，原内容已删除

2021-07-15

新能源的魅力

“电池荒”来了！

2021-07-15

今天开市就看市场是否满意它的成绩

2021-07-15

升息是否开始了？

2021-07-14

😅

抱歉，原内容已删除

2021-07-12

通膨已经到高点

抱歉，原内容已删除

2021-07-11

🤑

苹果股价持续走高，盘中刷新历史高位

去老虎APP查看更多动态

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14:45","market":"us","language":"zh","title":"美团无人配送车驰援南京","url":"https://stock-news.laohu8.com/highlight/detail?id=2155908957","media":"北京商报","summary":"北京商报讯（记者 魏蔚）7月29日，美团宣布，已向禄口地区疫情防控前方指挥部送去两辆美团无人配送车。据了解，无人车配送车能覆盖5-8公里内的物资运输，只要满足无人车体积要求的物品都可以运送，还可以支持医护及生活物资保障。今年广州疫情期间，美团无人配送车驰援13天，服务荔湾区和南沙区2个封闭小区，累计配送日常物资2300多单。配送医疗物资约9000份，每天可节省5名医护人员人力。驰援深圳15天，为2个封闭社区配送15天，服务40000多户居民，累计配送5000多单生活物资。","content":"<div>\n<p>北京商报讯（记者 魏蔚）7月29日，美团宣布，已向禄口地区疫情防控前方指挥部送去两辆美团无人配送车。据了解，无人车配送车能覆盖5-8公里内的物资运输，只要满足无人车体积要求的物品都可以运送，还可以支持医护及生活物资保障。今年广州疫情期间，美团无人配送车驰援13天，服务荔湾区和南沙区2个封闭小区，累计配送日常物资2300多单。配送医疗物资约9000份，每天可节省5名医护人员人力。驰援深圳15天，为2...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000y2d4.html\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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美团无人配送车驰援南京\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 14:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000y2d4.html><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京商报讯（记者 魏蔚）7月29日，美团宣布，已向禄口地区疫情防控前方指挥部送去两辆美团无人配送车。据了解，无人车配送车能覆盖5-8公里内的物资运输，只要满足无人车体积要求的物品都可以运送，还可以支持医护及生活物资保障。今年广州疫情期间，美团无人配送车驰援13天，服务荔湾区和南沙区2个封闭小区，累计配送日常物资2300多单。配送医疗物资约9000份，每天可节省5名医护人员人力。驰援深圳15天，为2...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000y2d4.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/622fd66f8ff8e41e026a061f05cfd05f","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","03690":"美团-W"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000y2d4.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155908957","content_text":"北京商报讯（记者 魏蔚）7月29日，美团宣布，已向禄口地区疫情防控前方指挥部送去两辆美团无人配送车。据了解，无人车配送车能覆盖5-8公里内的物资运输，只要满足无人车体积要求的物品都可以运送，还可以支持医护及生活物资保障。今年广州疫情期间，美团无人配送车驰援13天，服务荔湾区和南沙区2个封闭小区，累计配送日常物资2300多单。配送医疗物资约9000份，每天可节省5名医护人员人力。驰援深圳15天，为2个封闭社区配送15天，服务40000多户居民，累计配送5000多单生活物资。","news_type":1,"symbols_score_info":{"03690":1,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":1761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803293499,"gmtCreate":1627439675311,"gmtModify":1633764963709,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"中概教育股只是技术反弹，有票的人要会逃！","listText":"中概教育股只是技术反弹，有票的人要会逃！","text":"中概教育股只是技术反弹，有票的人要会逃！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803293499","repostId":"1105744456","repostType":4,"repost":{"id":"1105744456","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":1627435279,"share":"https://ttm.financial/m/news/1105744456?lang=&edition=full","pubTime":"2021-07-28 09:21","market":"hk","language":"zh","title":"开盘：恒指涨1.08%，教育股、物管股反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1105744456","media":"老虎资讯综合","summary":"7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，新东方高开超12%，思考乐教育大涨超10%","content":"<p>7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。<img src=\"https://static.tigerbbs.com/02175c92ba80303ab812b7166cea2554\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，<a href=\"https://laohu8.com/S/09901\">新东方</a>高开超12%，<a href=\"https://laohu8.com/S/01769\">思考乐教育</a>大涨超10%，<a href=\"https://laohu8.com/S/01797\">新东方在线</a>、<a href=\"https://laohu8.com/S/00839\">中教控股</a>等均上涨；物业股、海运股、体育用品股、手机概念股、餐饮股、光伏股等集体反弹；大型科技股普遍高开，<a href=\"https://laohu8.com/S/09999\">网易</a>涨近6%，美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨超1%，昨日美团暴跌超17%；汽车股跌幅居前，<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>低开超7%，濠赌股、地产股、保险股走低明显。</p>\n<p><a href=\"https://laohu8.com/S/00460\">四环医药</a>高开近9%，报2.45港元，总市值232亿港元。四环医药发布公告，集团预期截至2021年6月30日止六个月期间录得收益及利润分别较2020年同期大幅增长逾80%及逾300%。公告称，该期间收益及利润的预期大幅增长主要归因于集团强大的销售平台，非心脑血管药物的销售持续增长；及该期间内，集团推出并销售医美产品，获得新的收益来源。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘：恒指涨1.08%，教育股、物管股反弹</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开盘：恒指涨1.08%，教育股、物管股反弹\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\">2021-07-28 09:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。<img src=\"https://static.tigerbbs.com/02175c92ba80303ab812b7166cea2554\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，<a href=\"https://laohu8.com/S/09901\">新东方</a>高开超12%，<a href=\"https://laohu8.com/S/01769\">思考乐教育</a>大涨超10%，<a href=\"https://laohu8.com/S/01797\">新东方在线</a>、<a href=\"https://laohu8.com/S/00839\">中教控股</a>等均上涨；物业股、海运股、体育用品股、手机概念股、餐饮股、光伏股等集体反弹；大型科技股普遍高开，<a href=\"https://laohu8.com/S/09999\">网易</a>涨近6%，美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨超1%，昨日美团暴跌超17%；汽车股跌幅居前，<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>低开超7%，濠赌股、地产股、保险股走低明显。</p>\n<p><a href=\"https://laohu8.com/S/00460\">四环医药</a>高开近9%，报2.45港元，总市值232亿港元。四环医药发布公告，集团预期截至2021年6月30日止六个月期间录得收益及利润分别较2020年同期大幅增长逾80%及逾300%。公告称，该期间收益及利润的预期大幅增长主要归因于集团强大的销售平台，非心脑血管药物的销售持续增长；及该期间内，集团推出并销售医美产品，获得新的收益来源。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"513600":"恒生指数ETF","HSI":"恒生指数","02833":"恒指ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105744456","content_text":"7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，新东方高开超12%，思考乐教育大涨超10%，新东方在线、中教控股等均上涨；物业股、海运股、体育用品股、手机概念股、餐饮股、光伏股等集体反弹；大型科技股普遍高开，网易涨近6%，美团、腾讯涨超1%，昨日美团暴跌超17%；汽车股跌幅居前，小鹏汽车低开超7%，濠赌股、地产股、保险股走低明显。\n四环医药高开近9%，报2.45港元，总市值232亿港元。四环医药发布公告，集团预期截至2021年6月30日止六个月期间录得收益及利润分别较2020年同期大幅增长逾80%及逾300%。公告称，该期间收益及利润的预期大幅增长主要归因于集团强大的销售平台，非心脑血管药物的销售持续增长；及该期间内，集团推出并销售医美产品，获得新的收益来源。","news_type":1,"symbols_score_info":{"513600":0.9,"02833":0.9,"HHImain":0.9,"HSI":0.9,"HSImain":0.9,"MCHmain":0.9,"MHImain":0.9}},"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800330294,"gmtCreate":1627276505518,"gmtModify":1633766584722,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"是要回调的","listText":"是要回调的","text":"是要回调的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800330294","repostId":"1114036906","repostType":4,"repost":{"id":"1114036906","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":1627275748,"share":"https://ttm.financial/m/news/1114036906?lang=&edition=full","pubTime":"2021-07-26 13:02","market":"hk","language":"zh","title":"恒生科技指数午后跌幅扩大至6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114036906","media":"老虎资讯综合","summary":"周一午后，恒生科技指数跌幅扩大至6%。新东方港股跌超38%，腾讯跌超7%，京东集团跌超6%。同时，恒生指数午后跌幅扩大至3.1%，北向资金净流出达70亿元。","content":"<p>周一午后，恒生科技指数跌幅扩大至6%。<a href=\"https://laohu8.com/S/09901\">新东方</a>港股跌超38%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌超7%，<a href=\"https://laohu8.com/S/JD\">京东</a>集团跌超6%。同时，恒生指数午后跌幅扩大至3.1%，北向资金净流出达70亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/e98f6416adf6daa0e708f08e59609414\" 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>恒生科技指数午后跌幅扩大至6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n恒生科技指数午后跌幅扩大至6%\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\">2021-07-26 13:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一午后，恒生科技指数跌幅扩大至6%。<a href=\"https://laohu8.com/S/09901\">新东方</a>港股跌超38%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌超7%，<a href=\"https://laohu8.com/S/JD\">京东</a>集团跌超6%。同时，恒生指数午后跌幅扩大至3.1%，北向资金净流出达70亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/e98f6416adf6daa0e708f08e59609414\" 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/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114036906","content_text":"周一午后，恒生科技指数跌幅扩大至6%。新东方港股跌超38%，腾讯跌超7%，京东集团跌超6%。同时，恒生指数午后跌幅扩大至3.1%，北向资金净流出达70亿元。","news_type":1,"symbols_score_info":{"HSTECH":0.9}},"isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172203985,"gmtCreate":1626961299847,"gmtModify":1633769357791,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"疫情还没结束","listText":"疫情还没结束","text":"疫情还没结束","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172203985","repostId":"1164585959","repostType":4,"repost":{"id":"1164585959","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":1626957042,"share":"https://ttm.financial/m/news/1164585959?lang=&edition=full","pubTime":"2021-07-22 20:30","market":"other","language":"zh","title":"美国上周首申人数大超预期值，创近两月来新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1164585959","media":"老虎资讯综合","summary":"美国7月17日当周首次申请失业救济人数 41.9万人，预期 35万人，前值 36万人。美国上周首申人数意外增加凸显出美国劳动力市场的动荡局面。而新冠疫情变种病毒的迅速传播可能在未来几个月会加大美国就业","content":"<p>美国7月17日当周首次申请失业救济人数 41.9万人，预期 35万人，前值 36万人。美国上周首申人数意外增加凸显出美国劳动力市场的动荡局面。而新冠疫情变种病毒的迅速传播可能在未来几个月会加大美国就业数据的波动。<img src=\"https://static.tigerbbs.com/c17bceb8c80ee60dba08a7b09e2da048\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\">续请失业救济人数323.6万人，预测值310万人。</p>\n<p><img src=\"https://static.tigerbbs.com/ee682fe518d38eb2c798658ec6a9fe81\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\">美国上周初请失业金人数意外上升，但这可能并不意味着就业市场出现实质性转变。此次申领人数上升可能反映出，在疫情动荡之后，季节性波动数据很难保持平缓。Wrightson ICAP首席分析师Lou Crandall称，\"季节性调整因素试图弥补这一影响。\"“但目前还不清楚季节动态是否会遵循正常的规律。”尽管感染人数激增，但经济学家预计不会出现大规模企业倒闭。不过，最新一波感染给经济带来了风险。\"我们可以接受目前全国范围内的感染水平，\" Commonwealth Financial Network首席投资官Brad McMillan表示，“这次感染不太可能导致具有经济破坏性的政策变化。”</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>美国上周首申人数大超预期值，创近两月来新高</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美国上周首申人数大超预期值，创近两月来新高\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\">2021-07-22 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国7月17日当周首次申请失业救济人数 41.9万人，预期 35万人，前值 36万人。美国上周首申人数意外增加凸显出美国劳动力市场的动荡局面。而新冠疫情变种病毒的迅速传播可能在未来几个月会加大美国就业数据的波动。<img src=\"https://static.tigerbbs.com/c17bceb8c80ee60dba08a7b09e2da048\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\">续请失业救济人数323.6万人，预测值310万人。</p>\n<p><img src=\"https://static.tigerbbs.com/ee682fe518d38eb2c798658ec6a9fe81\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\">美国上周初请失业金人数意外上升，但这可能并不意味着就业市场出现实质性转变。此次申领人数上升可能反映出，在疫情动荡之后，季节性波动数据很难保持平缓。Wrightson ICAP首席分析师Lou Crandall称，\"季节性调整因素试图弥补这一影响。\"“但目前还不清楚季节动态是否会遵循正常的规律。”尽管感染人数激增，但经济学家预计不会出现大规模企业倒闭。不过，最新一波感染给经济带来了风险。\"我们可以接受目前全国范围内的感染水平，\" Commonwealth Financial Network首席投资官Brad McMillan表示，“这次感染不太可能导致具有经济破坏性的政策变化。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164585959","content_text":"美国7月17日当周首次申请失业救济人数 41.9万人，预期 35万人，前值 36万人。美国上周首申人数意外增加凸显出美国劳动力市场的动荡局面。而新冠疫情变种病毒的迅速传播可能在未来几个月会加大美国就业数据的波动。续请失业救济人数323.6万人，预测值310万人。\n美国上周初请失业金人数意外上升，但这可能并不意味着就业市场出现实质性转变。此次申领人数上升可能反映出，在疫情动荡之后，季节性波动数据很难保持平缓。Wrightson ICAP首席分析师Lou Crandall称，\"季节性调整因素试图弥补这一影响。\"“但目前还不清楚季节动态是否会遵循正常的规律。”尽管感染人数激增，但经济学家预计不会出现大规模企业倒闭。不过，最新一波感染给经济带来了风险。\"我们可以接受目前全国范围内的感染水平，\" Commonwealth Financial Network首席投资官Brad McMillan表示，“这次感染不太可能导致具有经济破坏性的政策变化。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173995142,"gmtCreate":1626595154686,"gmtModify":1633925583469,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，","listText":"航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，","text":"航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173995142","repostId":"1195487226","repostType":4,"repost":{"id":"1195487226","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":1626594476,"share":"https://ttm.financial/m/news/1195487226?lang=&edition=full","pubTime":"2021-07-18 15:47","market":"us","language":"zh","title":"消息人士：欧佩克+主要产油国已达成初步协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1195487226","media":"老虎资讯综合","summary":"7月18日，消息人士：欧佩克+主要产油国已达成初步协议，将在12月前逐步提高石油产量，并将协议延长至2022年底。\n原油需求正在激增，但还没完全复苏过来。\n一方面，全球范围内依然存在疫情封锁，这意味着","content":"<p>7月18日，消息人士：欧佩克+主要产油国已达成初步协议，将在12月前逐步提高石油产量，并将协议延长至2022年底。</p>\n<p>原油需求正在激增，但还没完全复苏过来。</p>\n<p>一方面，全球范围内依然存在疫情封锁，这意味着人们仍减少外出用餐和服务消费，反而在居家生活上花的钱更多了。</p>\n<p>另一方面，实物消费依然繁荣，这推高了市场对制作塑料的石脑油的需求，并拉动了柴油的需求，因为运输这些货物的火车和火车需要消耗的柴油；同时，还促进液化石油气的消费跃升，因为它是亚洲部分地区主要的生活燃料。</p>\n<p>然而，航空燃料的需求仍十分低迷，因为人们鲜于进行航空飞行。虽然疫情期间很多人都避免公共交通出行，但是汽油的需求也远未回归正常水平。</p>\n<p><img src=\"https://static.tigerbbs.com/86c72f2236f76b827f1f45c7003d54d6\" tg-width=\"472\" tg-height=\"481\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这些动态对整个石油行业都有影响。富有石脑油和液化石油气的产出国拥有更强的定价权。交易员称，这就是从北海和美国页岩区油田产出的石油能比中东地区的具有更大溢价的原因之一。</p>\n<p>近几个月来，石脑油产国成为最大的赢家。根据国际能源署的数据（IEA），与2019年6月水平相比，6月的原油需求暴涨11%，达66万桶/天。液化石油气的需求则上升7.2%，达88万桶/天，高于疫情前水平。</p>\n<p>相比之下，航空燃料和汽油的需求仍十分疲软，上个月合计为39.6万桶/天，低于2019年6月水平。海外石油产品的日需求量较两年前同期水平减少了27万桶。</p>\n<p>具有石油化工产品产能炼油厂可以从此次消费者的行为转变中大赚一笔，促进广大化工行业的繁荣发展。其他的炼油，特别是欧洲的炼油厂，已被迫停止运营，因为需求疲软不足以复工。</p>\n<p><b><u>国际能源署预计，6月的石油需求量会较不受疫情影响的2019年同期约低3%。它还预测，截止至今年12月，石油需求会基本恢复到同等水平。</u></b></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>消息人士：欧佩克+主要产油国已达成初步协议</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消息人士：欧佩克+主要产油国已达成初步协议\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\">2021-07-18 15:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月18日，消息人士：欧佩克+主要产油国已达成初步协议，将在12月前逐步提高石油产量，并将协议延长至2022年底。</p>\n<p>原油需求正在激增，但还没完全复苏过来。</p>\n<p>一方面，全球范围内依然存在疫情封锁，这意味着人们仍减少外出用餐和服务消费，反而在居家生活上花的钱更多了。</p>\n<p>另一方面，实物消费依然繁荣，这推高了市场对制作塑料的石脑油的需求，并拉动了柴油的需求，因为运输这些货物的火车和火车需要消耗的柴油；同时，还促进液化石油气的消费跃升，因为它是亚洲部分地区主要的生活燃料。</p>\n<p>然而，航空燃料的需求仍十分低迷，因为人们鲜于进行航空飞行。虽然疫情期间很多人都避免公共交通出行，但是汽油的需求也远未回归正常水平。</p>\n<p><img src=\"https://static.tigerbbs.com/86c72f2236f76b827f1f45c7003d54d6\" tg-width=\"472\" tg-height=\"481\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这些动态对整个石油行业都有影响。富有石脑油和液化石油气的产出国拥有更强的定价权。交易员称，这就是从北海和美国页岩区油田产出的石油能比中东地区的具有更大溢价的原因之一。</p>\n<p>近几个月来，石脑油产国成为最大的赢家。根据国际能源署的数据（IEA），与2019年6月水平相比，6月的原油需求暴涨11%，达66万桶/天。液化石油气的需求则上升7.2%，达88万桶/天，高于疫情前水平。</p>\n<p>相比之下，航空燃料和汽油的需求仍十分疲软，上个月合计为39.6万桶/天，低于2019年6月水平。海外石油产品的日需求量较两年前同期水平减少了27万桶。</p>\n<p>具有石油化工产品产能炼油厂可以从此次消费者的行为转变中大赚一笔，促进广大化工行业的繁荣发展。其他的炼油，特别是欧洲的炼油厂，已被迫停止运营，因为需求疲软不足以复工。</p>\n<p><b><u>国际能源署预计，6月的石油需求量会较不受疫情影响的2019年同期约低3%。它还预测，截止至今年12月，石油需求会基本恢复到同等水平。</u></b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef375710aa7a4298de56c8827d8139df","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195487226","content_text":"7月18日，消息人士：欧佩克+主要产油国已达成初步协议，将在12月前逐步提高石油产量，并将协议延长至2022年底。\n原油需求正在激增，但还没完全复苏过来。\n一方面，全球范围内依然存在疫情封锁，这意味着人们仍减少外出用餐和服务消费，反而在居家生活上花的钱更多了。\n另一方面，实物消费依然繁荣，这推高了市场对制作塑料的石脑油的需求，并拉动了柴油的需求，因为运输这些货物的火车和火车需要消耗的柴油；同时，还促进液化石油气的消费跃升，因为它是亚洲部分地区主要的生活燃料。\n然而，航空燃料的需求仍十分低迷，因为人们鲜于进行航空飞行。虽然疫情期间很多人都避免公共交通出行，但是汽油的需求也远未回归正常水平。\n\n这些动态对整个石油行业都有影响。富有石脑油和液化石油气的产出国拥有更强的定价权。交易员称，这就是从北海和美国页岩区油田产出的石油能比中东地区的具有更大溢价的原因之一。\n近几个月来，石脑油产国成为最大的赢家。根据国际能源署的数据（IEA），与2019年6月水平相比，6月的原油需求暴涨11%，达66万桶/天。液化石油气的需求则上升7.2%，达88万桶/天，高于疫情前水平。\n相比之下，航空燃料和汽油的需求仍十分疲软，上个月合计为39.6万桶/天，低于2019年6月水平。海外石油产品的日需求量较两年前同期水平减少了27万桶。\n具有石油化工产品产能炼油厂可以从此次消费者的行为转变中大赚一笔，促进广大化工行业的繁荣发展。其他的炼油，特别是欧洲的炼油厂，已被迫停止运营，因为需求疲软不足以复工。\n国际能源署预计，6月的石油需求量会较不受疫情影响的2019年同期约低3%。它还预测，截止至今年12月，石油需求会基本恢复到同等水平。","news_type":1,"symbols_score_info":{"BZmain":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":179646255,"gmtCreate":1626524817777,"gmtModify":1633926056461,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"大家可以大概知道避险资金的方向","listText":"大家可以大概知道避险资金的方向","text":"大家可以大概知道避险资金的方向","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179646255","repostId":"1119821926","repostType":4,"repost":{"id":"1119821926","kind":"news","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1626483069,"share":"https://ttm.financial/m/news/1119821926?lang=&edition=full","pubTime":"2021-07-17 08:51","market":"hk","language":"zh","title":"14亿狂扫中国平安！北向资金一周动向来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1119821926","media":"中国基金报","summary":"本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持","content":"<div>\n<p>本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。\n（本周买入超亿元个股）\n受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>14亿狂扫中国平安！北向资金一周动向来了</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\">\n14亿狂扫中国平安！北向资金一周动向来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-17 08:51 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。\n（本周买入超亿元个股）\n受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"601318":"中国平安","02318":"中国平安","LU":"陆金所","03145":"华夏亚洲高息股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119821926","content_text":"本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。\n（本周买入超亿元个股）\n受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周净买入最多的行业。另外，通信、食品饮料、化工、非银金融等行业本周也获得北上资金超10亿元的净买入。而新能源车产业链本周出现退潮继续，北上资金逢高大量减持锂电相关个股，致使电气设备行业被净卖出逾14亿元，为本周唯一净卖出超10亿元的行业。\n抄底超跌龙头股\n北上资金本周一方面大幅净买入业绩预增股，另一方面抄底调整幅度巨大，受市场冷落的行业龙头股。\n中国平安是机构重点抱团股之一，但今年以来大跌逾30%，如从去年12月高点计算，则累计跌去逾40%，本周更是屡创近年来新低，被市场喻为“最惨抱团股”。而正是在市场最悲观的时候，本周北上资金大幅净买入中国平安逾14亿元，其中周四一日就加仓了2037万股。\n本周，央行降准正式落地，市场机构普遍认为，降准释放流动性对于证券市场产生积极影响，降间接影响保险公司的投资收益；另一方面，降准将影响市场利率，从而影响保险公司固收类产品的公允价值变动以及到期和新增资金配置。这或是北上资金大幅加仓中国平安重要原因，中国太保、新华保险等本周也获得北上资金的积极加仓。\n美的集团今年以来也是跌跌不休，至今累计下跌逾28%，股吧有网友调侃其为“每跌集团”。但近期北上资金已悄悄的连续5周净买入美的集团，特别是在本月初公告分拆子公司美智光电IPO获深交所受理后，北上资金加大了买入力度，本周净买入逾10亿元，持股创近1年来新高。\n格力股份、恒瑞医药、海天味业、顺丰控股等今年以来跌幅较大的行业龙头，本周均获得北上资金超亿元的净买入。\n逢高兑现锂电股\n山西汾酒本周公告，预计2021年上半年实现净利润33.7亿元—36.91亿元，同比增长110%—130%，即使按最低33.7亿元计，也超越去年全年盈利。强劲的增长预期，吸引着北上资金本周大幅加仓山西汾酒12.5亿元，另外融资客本周也融资净买入3.47亿元。\n由于巨额资金的推动，在白酒股整体调整的背景下，山西汾酒股价本周屡创历史新高（复权）。山西汾酒的强势，带动白酒股出现止跌企稳迹象，五粮液等本周也获得北上资金超10亿元净买入，酒鬼酒等则获得超亿元净买入\n中兴通讯中报预增104.60%—131.52%、万华化学预增373%—380%、韦尔股份预增126.41%—146.78%，本周均获得北上资金超10亿元的净买入。\n新能源车的超高景气度，刺激锂电池需求旺盛，锂电龙头宁德时代上市以来最高上涨近20倍。宁德时代也成为北上资金最喜爱的个股之一，持股市值高达855亿元，成为仅次于贵州茅台的第二重仓股。\n而一方面巨大的涨幅，北上资金赚得盆满钵满；另一方面，宁德时代估值已高，截至周五收盘，其动态市盈率高达158.2倍。虽然前景依然看好，但北上资金也忍不住逢高兑现冲动。北上资金已连续3周减持宁德时代，本周更是净卖出25.61亿元，为本周唯一净卖出超20亿元的个股。宁德时代股价周五因此重挫6.51%，创4个月来最大跌幅。\n另一锂电概念股恩捷股份连续7周被北上资金减持，本周净卖出逾13亿元，成为本周仅次于宁德时代，净卖出第二多的个股，恩捷股份周五跌停。亿纬锂能、比亚迪、天赐材料等锂电概念股本周也被北上资金净卖出超亿元。","news_type":1,"symbols_score_info":{"601318":0.9,"02318":0.9,"03145":0.9,"PAImain":1,"LU":0.9}},"isVote":1,"tweetType":1,"viewCount":1676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170794840,"gmtCreate":1626449784180,"gmtModify":1633926608015,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"开始避险了吗？","listText":"开始避险了吗？","text":"开始避险了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170794840","repostId":"2151650115","repostType":4,"isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147693434,"gmtCreate":1626354708728,"gmtModify":1631888702446,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"新能源的魅力","listText":"新能源的魅力","text":"新能源的魅力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147693434","repostId":"1180715234","repostType":4,"repost":{"id":"1180715234","kind":"news","pubTimestamp":1626346353,"share":"https://ttm.financial/m/news/1180715234?lang=&edition=full","pubTime":"2021-07-15 18:52","market":"hk","language":"zh","title":"“电池荒”来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1180715234","media":"华尔街见闻","summary":"芯片短缺的问题还没有解决，新能源车行业又遭遇了“电池荒”问题。\n早在今年1月底，马斯克就在特斯拉2020年四季度财报电话会议上表示，特斯拉旗下首款纯电动卡车将于年内交付，当前限制其生产能力的唯一因素便","content":"<p>芯片短缺的问题还没有解决，新能源车行业又遭遇了“电池荒”问题。</p>\n<p>早在今年1月底，马斯克就在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>2020年四季度财报电话会议上表示，特斯拉旗下首款纯电动卡车将于年内交付，当前限制其生产能力的唯一因素便是电池供应。</p>\n<p>随后3月，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>创始人李斌也在财报电话会议上提到，相比芯片，电池供应会是最大的瓶颈。</p>\n<p>另据报道，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>CEO何小鹏曾为了从<a href=\"https://laohu8.com/S/300750\">宁德时代</a>顺利拿到电池，在宁德时代蹲守一个星期。</p>\n<p><img src=\"https://static.tigerbbs.com/c8044d53decdc01ef61c42acd8b83de3\" tg-width=\"798\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p>\n<p><b>面对电池产能的不足，电池厂商也颇为无奈。</b></p>\n<p>宁德时代5月发布的投资者调研纪要指出，供应链资源紧缺和本地化供应不足是公司急需解决的问题之一。另一家电池厂商<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>也在公告中披露，公司现有场地及生产线已满负荷运转，但近一年仍将供不应求。</p>\n<p><b>一场电池供应不足的危机正在新能源汽车行业悄然蔓延。</b></p>\n<p><b>01“电池荒”原因</b></p>\n<p>造成“电池荒”的原因基本与“芯片荒”如出一辙，主要源自于新能源汽车产销的快速增长，而相应的产能却没能跟上。</p>\n<p>中汽协数据显示，2018和2019年我<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车销量分别为125.6万辆和120.6万辆，同比分别增长61.7%和-4.9%。</p>\n<p>在经历了2019年的销量下滑后，谁都没有想到在新冠疫情的冲击下，2020年的新能源车销量还能够实现V型反转，全年销量达136.7万辆，同比逆势增长13.4%，超预期的增长打了电池供应商一个措手不及。</p>\n<p><img src=\"https://static.tigerbbs.com/916adbc68f8d9b320eecf5147857088d\" tg-width=\"1080\" tg-height=\"580\" referrerpolicy=\"no-referrer\"></p>\n<p>到了今年，除了新势力继续高歌猛进，越来越多的传统汽车厂商以及科技公司也加入了战局，可以说是又掀起了一轮造车热。</p>\n<p>今年1-6月我国新能源汽车产销分别完成121.5万辆和120.6万辆，同比均增长2倍，上半年的累计销量已与2019年全年水平持平，到7月底累计销量有望超过2020年全年的销量。</p>\n<p>基于强劲的增长势头，乘联会和中汽协纷纷上调了对2021年国内新能源汽车的销量预测，预计全年销量将提升至240万辆。</p>\n<p>海外市场上，欧美等地区的新能源车渗透率同样不断攀升。上半年欧洲新能源车销量有望达到105万台，渗透率约20%。</p>\n<p><img src=\"https://static.tigerbbs.com/60096a70f37845e538683967b8ae5a64\" tg-width=\"766\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></p>\n<p>而根据中国汽车动力电池产业创新联盟数据，今年上半年，我国动力电池装机量52.6GWh。虽然都处于快速增长的过程中，但根据上半年的数据来看，动力电池增长的脚步要略慢于新能源车。</p>\n<p>据能源市场调研机构SNE Research预测，到2023年，全球电动汽车对动力电池的需求达406GWh，而动力电池的供应预计为335GWh，缺口约18%，而到2025年这一缺口将进一步扩大至约40%。</p>\n<p><img src=\"https://static.tigerbbs.com/9c0dc4ef8c5f53fefc172ad74e3f6f6b\" tg-width=\"993\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p><b>02</b></p>\n<p><b>车企抱紧电池厂商大腿</b></p>\n<p>为了锁定电池供应商的产能，各家车企抱紧了动力电池厂商的大腿，自去年开始就陆续有整车厂与电池供应商战略绑定的消息。</p>\n<p>去年5月，<a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>宣布投资约11亿欧元，获得<a href=\"https://laohu8.com/S/002074\">国轩高科</a>26.47%的股份；7月本田出资37亿元参与宁德时代定增等。</p>\n<p>今年6月初，<a href=\"https://laohu8.com/S/601633\">长城汽车</a>与宁德时代签署了长达十年的动力电池战略合作框架协议；</p>\n<p>6月底，特斯拉也与宁德时代签订了新的协议，将协议到期时间从2022年延长至2025年。</p>\n<p>除了与电池厂商结盟之外，整车厂自己也在加大电池方面的研发，希望将主动权掌握在自己手中。</p>\n<p>事实上，无论是整车厂还是动力电池供应商，都希望在新能源车市场飞速扩容的背景下，抓紧扩产提升销量和装机量，赶在行业景气上升阶段争夺更多的市场份额。</p>\n<p>就电池厂商而言，一场产能竞赛已经开启。</p>\n<p>根据龙头披露的产能规划，宁德时代2025年规划产能为500GWh；国轩高科计划2025年将产能升至100GWh；LG化学拟到2023年将电池产能扩大至250GWh，SKI计划到2025年将电池产能提升至200GWh。</p>\n<p><img src=\"https://static.tigerbbs.com/eecd01456db8d0fd3131460b85dc0d63\" tg-width=\"526\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p>\n<p><b>03上游原材料价格大涨</b></p>\n<p>尽管各大电池厂商的扩产决心很大，但目前也遇到了非常现实的问题，即电池原材料价格的过快上涨，这也是造成“电池荒”的另一个重要原因。</p>\n<p>在整车厂的产能被电池厂商限制的同时，电池供应商也同样被上游原材料供应商“掐着命脉”。</p>\n<p>在动力电池的成本构成中，正极材料、负极材料、电解液和隔膜四大材料的占比较大，其中正极材料占比约40%，其余三项成本占比在10%左右。</p>\n<p><img src=\"https://static.tigerbbs.com/efe9b68bb38b3502b46307733f4244b6\" tg-width=\"514\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></p>\n<p>自去年开始，正极材料锂（包括碳酸锂和氢氧化锂），以及电解液原材料六氟磷酸锂的价格可以说是一飞冲天。</p>\n<p>截至7月，国内电池级碳酸锂价格涨至8.55万元/吨，而去年同期的价格仅为4.5万元；六氟磷酸锂上涨至38万元/吨，年内涨幅超过200%。</p>\n<p><img src=\"https://static.tigerbbs.com/ee67c1211ac125b4dc8cefbe59877082\" tg-width=\"1080\" tg-height=\"572\" referrerpolicy=\"no-referrer\"></p>\n<p>价格上涨的背后是上游原材料供应的紧张。一方面国际运输受阻掣肘了锂、钴等金属的供应，另一方面厂商的扩产力度不及终端需求的增长速度。</p>\n<p>不少厂商都表示，<b>目前产线处于满产状态，但依然无法满足需求</b>，扩建产能又至少需要2-3年的时间，新增产能受限进一步加剧了国内动力电池原材料供应的不足。</p>\n<p>在这一背景下，中游电池厂商承受着不小的压力。一边是原材料价格的高位运行，另一边整车厂又不会轻易涨价，甚至说有较强的降本诉求。</p>\n<p>宁德时代董事长曾毓群就在今年的股东大会上表示，原材料价格上涨对公司成本影响比较大，但高到什么程度需传递至下游尚在考虑。</p>\n<p>现阶段来看，新能源车电池供需失衡的局面还将延续。</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>“电池荒”来了！</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“电池荒”来了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 18:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/YKeFlzVgtXC7kMRglJ889w><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯片短缺的问题还没有解决，新能源车行业又遭遇了“电池荒”问题。\n早在今年1月底，马斯克就在特斯拉2020年四季度财报电话会议上表示，特斯拉旗下首款纯电动卡车将于年内交付，当前限制其生产能力的唯一因素便是电池供应。\n随后3月，蔚来创始人李斌也在财报电话会议上提到，相比芯片，电池供应会是最大的瓶颈。\n另据报道，小鹏汽车CEO何小鹏曾为了从宁德时代顺利拿到电池，在宁德时代蹲守一个星期。\n\n面对电池产能的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YKeFlzVgtXC7kMRglJ889w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8044d53decdc01ef61c42acd8b83de3","relate_stocks":{"300750":"宁德时代"},"source_url":"https://mp.weixin.qq.com/s/YKeFlzVgtXC7kMRglJ889w","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1180715234","content_text":"芯片短缺的问题还没有解决，新能源车行业又遭遇了“电池荒”问题。\n早在今年1月底，马斯克就在特斯拉2020年四季度财报电话会议上表示，特斯拉旗下首款纯电动卡车将于年内交付，当前限制其生产能力的唯一因素便是电池供应。\n随后3月，蔚来创始人李斌也在财报电话会议上提到，相比芯片，电池供应会是最大的瓶颈。\n另据报道，小鹏汽车CEO何小鹏曾为了从宁德时代顺利拿到电池，在宁德时代蹲守一个星期。\n\n面对电池产能的不足，电池厂商也颇为无奈。\n宁德时代5月发布的投资者调研纪要指出，供应链资源紧缺和本地化供应不足是公司急需解决的问题之一。另一家电池厂商亿纬锂能也在公告中披露，公司现有场地及生产线已满负荷运转，但近一年仍将供不应求。\n一场电池供应不足的危机正在新能源汽车行业悄然蔓延。\n01“电池荒”原因\n造成“电池荒”的原因基本与“芯片荒”如出一辙，主要源自于新能源汽车产销的快速增长，而相应的产能却没能跟上。\n中汽协数据显示，2018和2019年我国新能源汽车销量分别为125.6万辆和120.6万辆，同比分别增长61.7%和-4.9%。\n在经历了2019年的销量下滑后，谁都没有想到在新冠疫情的冲击下，2020年的新能源车销量还能够实现V型反转，全年销量达136.7万辆，同比逆势增长13.4%，超预期的增长打了电池供应商一个措手不及。\n\n到了今年，除了新势力继续高歌猛进，越来越多的传统汽车厂商以及科技公司也加入了战局，可以说是又掀起了一轮造车热。\n今年1-6月我国新能源汽车产销分别完成121.5万辆和120.6万辆，同比均增长2倍，上半年的累计销量已与2019年全年水平持平，到7月底累计销量有望超过2020年全年的销量。\n基于强劲的增长势头，乘联会和中汽协纷纷上调了对2021年国内新能源汽车的销量预测，预计全年销量将提升至240万辆。\n海外市场上，欧美等地区的新能源车渗透率同样不断攀升。上半年欧洲新能源车销量有望达到105万台，渗透率约20%。\n\n而根据中国汽车动力电池产业创新联盟数据，今年上半年，我国动力电池装机量52.6GWh。虽然都处于快速增长的过程中，但根据上半年的数据来看，动力电池增长的脚步要略慢于新能源车。\n据能源市场调研机构SNE Research预测，到2023年，全球电动汽车对动力电池的需求达406GWh，而动力电池的供应预计为335GWh，缺口约18%，而到2025年这一缺口将进一步扩大至约40%。\n\n02\n车企抱紧电池厂商大腿\n为了锁定电池供应商的产能，各家车企抱紧了动力电池厂商的大腿，自去年开始就陆续有整车厂与电池供应商战略绑定的消息。\n去年5月，大众集团宣布投资约11亿欧元，获得国轩高科26.47%的股份；7月本田出资37亿元参与宁德时代定增等。\n今年6月初，长城汽车与宁德时代签署了长达十年的动力电池战略合作框架协议；\n6月底，特斯拉也与宁德时代签订了新的协议，将协议到期时间从2022年延长至2025年。\n除了与电池厂商结盟之外，整车厂自己也在加大电池方面的研发，希望将主动权掌握在自己手中。\n事实上，无论是整车厂还是动力电池供应商，都希望在新能源车市场飞速扩容的背景下，抓紧扩产提升销量和装机量，赶在行业景气上升阶段争夺更多的市场份额。\n就电池厂商而言，一场产能竞赛已经开启。\n根据龙头披露的产能规划，宁德时代2025年规划产能为500GWh；国轩高科计划2025年将产能升至100GWh；LG化学拟到2023年将电池产能扩大至250GWh，SKI计划到2025年将电池产能提升至200GWh。\n\n03上游原材料价格大涨\n尽管各大电池厂商的扩产决心很大，但目前也遇到了非常现实的问题，即电池原材料价格的过快上涨，这也是造成“电池荒”的另一个重要原因。\n在整车厂的产能被电池厂商限制的同时，电池供应商也同样被上游原材料供应商“掐着命脉”。\n在动力电池的成本构成中，正极材料、负极材料、电解液和隔膜四大材料的占比较大，其中正极材料占比约40%，其余三项成本占比在10%左右。\n\n自去年开始，正极材料锂（包括碳酸锂和氢氧化锂），以及电解液原材料六氟磷酸锂的价格可以说是一飞冲天。\n截至7月，国内电池级碳酸锂价格涨至8.55万元/吨，而去年同期的价格仅为4.5万元；六氟磷酸锂上涨至38万元/吨，年内涨幅超过200%。\n\n价格上涨的背后是上游原材料供应的紧张。一方面国际运输受阻掣肘了锂、钴等金属的供应，另一方面厂商的扩产力度不及终端需求的增长速度。\n不少厂商都表示，目前产线处于满产状态，但依然无法满足需求，扩建产能又至少需要2-3年的时间，新增产能受限进一步加剧了国内动力电池原材料供应的不足。\n在这一背景下，中游电池厂商承受着不小的压力。一边是原材料价格的高位运行，另一边整车厂又不会轻易涨价，甚至说有较强的降本诉求。\n宁德时代董事长曾毓群就在今年的股东大会上表示，原材料价格上涨对公司成本影响比较大，但高到什么程度需传递至下游尚在考虑。\n现阶段来看，新能源车电池供需失衡的局面还将延续。","news_type":1,"symbols_score_info":{"300750":0.9}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147699181,"gmtCreate":1626354620943,"gmtModify":1633927598492,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"今天开市就看市场是否满意它的成绩","listText":"今天开市就看市场是否满意它的成绩","text":"今天开市就看市场是否满意它的成绩","images":[{"img":"https://static.tigerbbs.com/ac85152dc037ad8a4f37142d719ebfeb","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147699181","isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":144631285,"gmtCreate":1626278455947,"gmtModify":1633928295711,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"升息是否开始了？","listText":"升息是否开始了？","text":"升息是否开始了？","images":[{"img":"https://static.tigerbbs.com/275bf0dd91f70c79b538e448f9426b41","width":"1080","height":"1202"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144631285","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":144311041,"gmtCreate":1626267402783,"gmtModify":1633928486503,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144311041","repostId":"1167929244","repostType":2,"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146488480,"gmtCreate":1626096802240,"gmtModify":1633930193470,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"通膨已经到高点","listText":"通膨已经到高点","text":"通膨已经到高点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146488480","repostId":"2150533008","repostType":4,"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148859732,"gmtCreate":1625968532126,"gmtModify":1633931304169,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"🤑","listText":"🤑","text":"🤑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148859732","repostId":"1128349172"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href=\"https://laohu8.com/S/AAPL\">苹果</a>股价开盘后不断走高，截至发稿涨约1.2%，续刷历史高位。总市值超2.42万亿美元。</p>\n<p>苹果公司庞大的净资产已超过意大利、巴西、加拿大和俄罗斯等国的GDP。事实上，世界上只有7个国家的GDP高于苹果公司市值，意味着这家科技巨头比世界上高达96%的国家更富有。</p>\n<p><img src=\"https://static.tigerbbs.com/8c337968fa44608634d4c966c83a6e14\" 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/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128349172","content_text":"周五，苹果股价开盘后不断走高，截至发稿涨约1.2%，续刷历史高位。总市值超2.42万亿美元。\n苹果公司庞大的净资产已超过意大利、巴西、加拿大和俄罗斯等国的GDP。事实上，世界上只有7个国家的GDP高于苹果公司市值，意味着这家科技巨头比世界上高达96%的国家更富有。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":170794840,"gmtCreate":1626449784180,"gmtModify":1633926608015,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"开始避险了吗？","listText":"开始避险了吗？","text":"开始避险了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170794840","repostId":"2151650115","repostType":4,"isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804772664,"gmtCreate":1627984857458,"gmtModify":1633754652231,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"中国的国家政策太厉害了，哪个版块涨的快就剪那个板块的顶芽","listText":"中国的国家政策太厉害了，哪个版块涨的快就剪那个板块的顶芽","text":"中国的国家政策太厉害了，哪个版块涨的快就剪那个板块的顶芽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804772664","repostId":"1147752612","repostType":4,"isVote":1,"tweetType":1,"viewCount":1847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583530928854592","authorId":"3583530928854592","name":"人不如故ZM","avatar":"https://static.tigerbbs.com/23a8a73f7c574880f9006fb384657a52","crmLevel":1,"crmLevelSwitch":0,"idStr":"3583530928854592","authorIdStr":"3583530928854592"},"content":"无论哪个国家的政策都厉害！不是涨的快不快的问题，于国于民有利的事国家绝不会扼杀。有时候是事情做对了，但度没把握好，手段用错了，国家也会出手滴","text":"无论哪个国家的政策都厉害！不是涨的快不快的问题，于国于民有利的事国家绝不会扼杀。有时候是事情做对了，但度没把握好，手段用错了，国家也会出手滴","html":"无论哪个国家的政策都厉害！不是涨的快不快的问题，于国于民有利的事国家绝不会扼杀。有时候是事情做对了，但度没把握好，手段用错了，国家也会出手滴"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803293499,"gmtCreate":1627439675311,"gmtModify":1633764963709,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"中概教育股只是技术反弹，有票的人要会逃！","listText":"中概教育股只是技术反弹，有票的人要会逃！","text":"中概教育股只是技术反弹，有票的人要会逃！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803293499","repostId":"1105744456","repostType":4,"repost":{"id":"1105744456","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":1627435279,"share":"https://ttm.financial/m/news/1105744456?lang=&edition=full","pubTime":"2021-07-28 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href=\"https://laohu8.com/S/00460\">四环医药</a>高开近9%，报2.45港元，总市值232亿港元。四环医药发布公告，集团预期截至2021年6月30日止六个月期间录得收益及利润分别较2020年同期大幅增长逾80%及逾300%。公告称，该期间收益及利润的预期大幅增长主要归因于集团强大的销售平台，非心脑血管药物的销售持续增长；及该期间内，集团推出并销售医美产品，获得新的收益来源。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘：恒指涨1.08%，教育股、物管股反弹</title>\n<style 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src=\"https://static.tigerbbs.com/02175c92ba80303ab812b7166cea2554\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，<a href=\"https://laohu8.com/S/09901\">新东方</a>高开超12%，<a href=\"https://laohu8.com/S/01769\">思考乐教育</a>大涨超10%，<a href=\"https://laohu8.com/S/01797\">新东方在线</a>、<a href=\"https://laohu8.com/S/00839\">中教控股</a>等均上涨；物业股、海运股、体育用品股、手机概念股、餐饮股、光伏股等集体反弹；大型科技股普遍高开，<a href=\"https://laohu8.com/S/09999\">网易</a>涨近6%，美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨超1%，昨日美团暴跌超17%；汽车股跌幅居前，<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>低开超7%，濠赌股、地产股、保险股走低明显。</p>\n<p><a href=\"https://laohu8.com/S/00460\">四环医药</a>高开近9%，报2.45港元，总市值232亿港元。四环医药发布公告，集团预期截至2021年6月30日止六个月期间录得收益及利润分别较2020年同期大幅增长逾80%及逾300%。公告称，该期间收益及利润的预期大幅增长主要归因于集团强大的销售平台，非心脑血管药物的销售持续增长；及该期间内，集团推出并销售医美产品，获得新的收益来源。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"513600":"恒生指数ETF","HSI":"恒生指数","02833":"恒指ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105744456","content_text":"7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，新东方高开超12%，思考乐教育大涨超10%，新东方在线、中教控股等均上涨；物业股、海运股、体育用品股、手机概念股、餐饮股、光伏股等集体反弹；大型科技股普遍高开，网易涨近6%，美团、腾讯涨超1%，昨日美团暴跌超17%；汽车股跌幅居前，小鹏汽车低开超7%，濠赌股、地产股、保险股走低明显。\n四环医药高开近9%，报2.45港元，总市值232亿港元。四环医药发布公告，集团预期截至2021年6月30日止六个月期间录得收益及利润分别较2020年同期大幅增长逾80%及逾300%。公告称，该期间收益及利润的预期大幅增长主要归因于集团强大的销售平台，非心脑血管药物的销售持续增长；及该期间内，集团推出并销售医美产品，获得新的收益来源。","news_type":1,"symbols_score_info":{"513600":0.9,"02833":0.9,"HHImain":0.9,"HSI":0.9,"HSImain":0.9,"MCHmain":0.9,"MHImain":0.9}},"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173995142,"gmtCreate":1626595154686,"gmtModify":1633925583469,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，","listText":"航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，","text":"航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173995142","repostId":"1195487226","repostType":4,"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808035979,"gmtCreate":1627542319091,"gmtModify":1633763963333,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"以后人工成本会大大降低","listText":"以后人工成本会大大降低","text":"以后人工成本会大大降低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808035979","repostId":"2155908957","repostType":2,"isVote":1,"tweetType":1,"viewCount":1761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172203985,"gmtCreate":1626961299847,"gmtModify":1633769357791,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"疫情还没结束","listText":"疫情还没结束","text":"疫情还没结束","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172203985","repostId":"1164585959","repostType":4,"repost":{"id":"1164585959","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":1626957042,"share":"https://ttm.financial/m/news/1164585959?lang=&edition=full","pubTime":"2021-07-22 20:30","market":"other","language":"zh","title":"美国上周首申人数大超预期值，创近两月来新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1164585959","media":"老虎资讯综合","summary":"美国7月17日当周首次申请失业救济人数 41.9万人，预期 35万人，前值 36万人。美国上周首申人数意外增加凸显出美国劳动力市场的动荡局面。而新冠疫情变种病毒的迅速传播可能在未来几个月会加大美国就业","content":"<p>美国7月17日当周首次申请失业救济人数 41.9万人，预期 35万人，前值 36万人。美国上周首申人数意外增加凸显出美国劳动力市场的动荡局面。而新冠疫情变种病毒的迅速传播可能在未来几个月会加大美国就业数据的波动。<img src=\"https://static.tigerbbs.com/c17bceb8c80ee60dba08a7b09e2da048\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\">续请失业救济人数323.6万人，预测值310万人。</p>\n<p><img src=\"https://static.tigerbbs.com/ee682fe518d38eb2c798658ec6a9fe81\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\">美国上周初请失业金人数意外上升，但这可能并不意味着就业市场出现实质性转变。此次申领人数上升可能反映出，在疫情动荡之后，季节性波动数据很难保持平缓。Wrightson ICAP首席分析师Lou Crandall称，\"季节性调整因素试图弥补这一影响。\"“但目前还不清楚季节动态是否会遵循正常的规律。”尽管感染人数激增，但经济学家预计不会出现大规模企业倒闭。不过，最新一波感染给经济带来了风险。\"我们可以接受目前全国范围内的感染水平，\" Commonwealth Financial Network首席投资官Brad McMillan表示，“这次感染不太可能导致具有经济破坏性的政策变化。”</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>美国上周首申人数大超预期值，创近两月来新高</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美国上周首申人数大超预期值，创近两月来新高\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\">2021-07-22 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国7月17日当周首次申请失业救济人数 41.9万人，预期 35万人，前值 36万人。美国上周首申人数意外增加凸显出美国劳动力市场的动荡局面。而新冠疫情变种病毒的迅速传播可能在未来几个月会加大美国就业数据的波动。<img src=\"https://static.tigerbbs.com/c17bceb8c80ee60dba08a7b09e2da048\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\">续请失业救济人数323.6万人，预测值310万人。</p>\n<p><img src=\"https://static.tigerbbs.com/ee682fe518d38eb2c798658ec6a9fe81\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\">美国上周初请失业金人数意外上升，但这可能并不意味着就业市场出现实质性转变。此次申领人数上升可能反映出，在疫情动荡之后，季节性波动数据很难保持平缓。Wrightson ICAP首席分析师Lou Crandall称，\"季节性调整因素试图弥补这一影响。\"“但目前还不清楚季节动态是否会遵循正常的规律。”尽管感染人数激增，但经济学家预计不会出现大规模企业倒闭。不过，最新一波感染给经济带来了风险。\"我们可以接受目前全国范围内的感染水平，\" Commonwealth Financial Network首席投资官Brad McMillan表示，“这次感染不太可能导致具有经济破坏性的政策变化。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164585959","content_text":"美国7月17日当周首次申请失业救济人数 41.9万人，预期 35万人，前值 36万人。美国上周首申人数意外增加凸显出美国劳动力市场的动荡局面。而新冠疫情变种病毒的迅速传播可能在未来几个月会加大美国就业数据的波动。续请失业救济人数323.6万人，预测值310万人。\n美国上周初请失业金人数意外上升，但这可能并不意味着就业市场出现实质性转变。此次申领人数上升可能反映出，在疫情动荡之后，季节性波动数据很难保持平缓。Wrightson ICAP首席分析师Lou Crandall称，\"季节性调整因素试图弥补这一影响。\"“但目前还不清楚季节动态是否会遵循正常的规律。”尽管感染人数激增，但经济学家预计不会出现大规模企业倒闭。不过，最新一波感染给经济带来了风险。\"我们可以接受目前全国范围内的感染水平，\" Commonwealth Financial Network首席投资官Brad McMillan表示，“这次感染不太可能导致具有经济破坏性的政策变化。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":179646255,"gmtCreate":1626524817777,"gmtModify":1633926056461,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"大家可以大概知道避险资金的方向","listText":"大家可以大概知道避险资金的方向","text":"大家可以大概知道避险资金的方向","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179646255","repostId":"1119821926","repostType":4,"repost":{"id":"1119821926","kind":"news","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1626483069,"share":"https://ttm.financial/m/news/1119821926?lang=&edition=full","pubTime":"2021-07-17 08:51","market":"hk","language":"zh","title":"14亿狂扫中国平安！北向资金一周动向来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1119821926","media":"中国基金报","summary":"本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持","content":"<div>\n<p>本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。\n（本周买入超亿元个股）\n受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>14亿狂扫中国平安！北向资金一周动向来了</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\">\n14亿狂扫中国平安！北向资金一周动向来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-17 08:51 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。\n（本周买入超亿元个股）\n受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"601318":"中国平安","02318":"中国平安","LU":"陆金所","03145":"华夏亚洲高息股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119821926","content_text":"本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。\n（本周买入超亿元个股）\n受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周净买入最多的行业。另外，通信、食品饮料、化工、非银金融等行业本周也获得北上资金超10亿元的净买入。而新能源车产业链本周出现退潮继续，北上资金逢高大量减持锂电相关个股，致使电气设备行业被净卖出逾14亿元，为本周唯一净卖出超10亿元的行业。\n抄底超跌龙头股\n北上资金本周一方面大幅净买入业绩预增股，另一方面抄底调整幅度巨大，受市场冷落的行业龙头股。\n中国平安是机构重点抱团股之一，但今年以来大跌逾30%，如从去年12月高点计算，则累计跌去逾40%，本周更是屡创近年来新低，被市场喻为“最惨抱团股”。而正是在市场最悲观的时候，本周北上资金大幅净买入中国平安逾14亿元，其中周四一日就加仓了2037万股。\n本周，央行降准正式落地，市场机构普遍认为，降准释放流动性对于证券市场产生积极影响，降间接影响保险公司的投资收益；另一方面，降准将影响市场利率，从而影响保险公司固收类产品的公允价值变动以及到期和新增资金配置。这或是北上资金大幅加仓中国平安重要原因，中国太保、新华保险等本周也获得北上资金的积极加仓。\n美的集团今年以来也是跌跌不休，至今累计下跌逾28%，股吧有网友调侃其为“每跌集团”。但近期北上资金已悄悄的连续5周净买入美的集团，特别是在本月初公告分拆子公司美智光电IPO获深交所受理后，北上资金加大了买入力度，本周净买入逾10亿元，持股创近1年来新高。\n格力股份、恒瑞医药、海天味业、顺丰控股等今年以来跌幅较大的行业龙头，本周均获得北上资金超亿元的净买入。\n逢高兑现锂电股\n山西汾酒本周公告，预计2021年上半年实现净利润33.7亿元—36.91亿元，同比增长110%—130%，即使按最低33.7亿元计，也超越去年全年盈利。强劲的增长预期，吸引着北上资金本周大幅加仓山西汾酒12.5亿元，另外融资客本周也融资净买入3.47亿元。\n由于巨额资金的推动，在白酒股整体调整的背景下，山西汾酒股价本周屡创历史新高（复权）。山西汾酒的强势，带动白酒股出现止跌企稳迹象，五粮液等本周也获得北上资金超10亿元净买入，酒鬼酒等则获得超亿元净买入\n中兴通讯中报预增104.60%—131.52%、万华化学预增373%—380%、韦尔股份预增126.41%—146.78%，本周均获得北上资金超10亿元的净买入。\n新能源车的超高景气度，刺激锂电池需求旺盛，锂电龙头宁德时代上市以来最高上涨近20倍。宁德时代也成为北上资金最喜爱的个股之一，持股市值高达855亿元，成为仅次于贵州茅台的第二重仓股。\n而一方面巨大的涨幅，北上资金赚得盆满钵满；另一方面，宁德时代估值已高，截至周五收盘，其动态市盈率高达158.2倍。虽然前景依然看好，但北上资金也忍不住逢高兑现冲动。北上资金已连续3周减持宁德时代，本周更是净卖出25.61亿元，为本周唯一净卖出超20亿元的个股。宁德时代股价周五因此重挫6.51%，创4个月来最大跌幅。\n另一锂电概念股恩捷股份连续7周被北上资金减持，本周净卖出逾13亿元，成为本周仅次于宁德时代，净卖出第二多的个股，恩捷股份周五跌停。亿纬锂能、比亚迪、天赐材料等锂电概念股本周也被北上资金净卖出超亿元。","news_type":1,"symbols_score_info":{"601318":0.9,"02318":0.9,"03145":0.9,"PAImain":1,"LU":0.9}},"isVote":1,"tweetType":1,"viewCount":1676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825952607,"gmtCreate":1634193413287,"gmtModify":1634193413374,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825952607","repostId":"825968757","repostType":1,"repost":{"id":825968757,"gmtCreate":1634191504454,"gmtModify":1634192173828,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"台积电第三季度净利润1563亿台币，高于市场预估","htmlText":"美股研究社获悉，据同花顺财经消息，<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>&nbsp;第三季度净利润1563亿台币，市场预估1495.9亿台币；第三季度营收4146.71亿台币；第三季度每股盈利6.03新台币，市场预期5.77新台币，去年同期为5.3新台币。5纳米制程出货占公司第三季晶圆销售金额的18%；7纳米制程出货占全季晶圆销售金额的34%。总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的52%。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","listText":"美股研究社获悉，据同花顺财经消息，<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>&nbsp;第三季度净利润1563亿台币，市场预估1495.9亿台币；第三季度营收4146.71亿台币；第三季度每股盈利6.03新台币，市场预期5.77新台币，去年同期为5.3新台币。5纳米制程出货占公司第三季晶圆销售金额的18%；7纳米制程出货占全季晶圆销售金额的34%。总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的52%。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","text":"美股研究社获悉，据同花顺财经消息，$台积电(TSM)$ 第三季度净利润1563亿台币，市场预估1495.9亿台币；第三季度营收4146.71亿台币；第三季度每股盈利6.03新台币，市场预期5.77新台币，去年同期为5.3新台币。5纳米制程出货占公司第三季晶圆销售金额的18%；7纳米制程出货占全季晶圆销售金额的34%。总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的52%。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","images":[{"img":"https://static.tigerbbs.com/b40b1b8b5b1c44b1c7284299675d86fc","width":"1280","height":"822"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825968757","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899064260,"gmtCreate":1628143730650,"gmtModify":1633753165230,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"激素的确人体不好","listText":"激素的确人体不好","text":"激素的确人体不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899064260","repostId":"1175470368","repostType":4,"isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800330294,"gmtCreate":1627276505518,"gmtModify":1633766584722,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"是要回调的","listText":"是要回调的","text":"是要回调的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800330294","repostId":"1114036906","repostType":4,"repost":{"id":"1114036906","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":1627275748,"share":"https://ttm.financial/m/news/1114036906?lang=&edition=full","pubTime":"2021-07-26 13:02","market":"hk","language":"zh","title":"恒生科技指数午后跌幅扩大至6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114036906","media":"老虎资讯综合","summary":"周一午后，恒生科技指数跌幅扩大至6%。新东方港股跌超38%，腾讯跌超7%，京东集团跌超6%。同时，恒生指数午后跌幅扩大至3.1%，北向资金净流出达70亿元。","content":"<p>周一午后，恒生科技指数跌幅扩大至6%。<a href=\"https://laohu8.com/S/09901\">新东方</a>港股跌超38%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌超7%，<a href=\"https://laohu8.com/S/JD\">京东</a>集团跌超6%。同时，恒生指数午后跌幅扩大至3.1%，北向资金净流出达70亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/e98f6416adf6daa0e708f08e59609414\" 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>恒生科技指数午后跌幅扩大至6%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n恒生科技指数午后跌幅扩大至6%\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\">2021-07-26 13:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一午后，恒生科技指数跌幅扩大至6%。<a href=\"https://laohu8.com/S/09901\">新东方</a>港股跌超38%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌超7%，<a href=\"https://laohu8.com/S/JD\">京东</a>集团跌超6%。同时，恒生指数午后跌幅扩大至3.1%，北向资金净流出达70亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/e98f6416adf6daa0e708f08e59609414\" 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/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114036906","content_text":"周一午后，恒生科技指数跌幅扩大至6%。新东方港股跌超38%，腾讯跌超7%，京东集团跌超6%。同时，恒生指数午后跌幅扩大至3.1%，北向资金净流出达70亿元。","news_type":1,"symbols_score_info":{"HSTECH":0.9}},"isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147693434,"gmtCreate":1626354708728,"gmtModify":1631888702446,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"新能源的魅力","listText":"新能源的魅力","text":"新能源的魅力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147693434","repostId":"1180715234","repostType":4,"repost":{"id":"1180715234","kind":"news","pubTimestamp":1626346353,"share":"https://ttm.financial/m/news/1180715234?lang=&edition=full","pubTime":"2021-07-15 18:52","market":"hk","language":"zh","title":"“电池荒”来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1180715234","media":"华尔街见闻","summary":"芯片短缺的问题还没有解决，新能源车行业又遭遇了“电池荒”问题。\n早在今年1月底，马斯克就在特斯拉2020年四季度财报电话会议上表示，特斯拉旗下首款纯电动卡车将于年内交付，当前限制其生产能力的唯一因素便","content":"<p>芯片短缺的问题还没有解决，新能源车行业又遭遇了“电池荒”问题。</p>\n<p>早在今年1月底，马斯克就在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>2020年四季度财报电话会议上表示，特斯拉旗下首款纯电动卡车将于年内交付，当前限制其生产能力的唯一因素便是电池供应。</p>\n<p>随后3月，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>创始人李斌也在财报电话会议上提到，相比芯片，电池供应会是最大的瓶颈。</p>\n<p>另据报道，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>CEO何小鹏曾为了从<a href=\"https://laohu8.com/S/300750\">宁德时代</a>顺利拿到电池，在宁德时代蹲守一个星期。</p>\n<p><img src=\"https://static.tigerbbs.com/c8044d53decdc01ef61c42acd8b83de3\" tg-width=\"798\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p>\n<p><b>面对电池产能的不足，电池厂商也颇为无奈。</b></p>\n<p>宁德时代5月发布的投资者调研纪要指出，供应链资源紧缺和本地化供应不足是公司急需解决的问题之一。另一家电池厂商<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>也在公告中披露，公司现有场地及生产线已满负荷运转，但近一年仍将供不应求。</p>\n<p><b>一场电池供应不足的危机正在新能源汽车行业悄然蔓延。</b></p>\n<p><b>01“电池荒”原因</b></p>\n<p>造成“电池荒”的原因基本与“芯片荒”如出一辙，主要源自于新能源汽车产销的快速增长，而相应的产能却没能跟上。</p>\n<p>中汽协数据显示，2018和2019年我<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车销量分别为125.6万辆和120.6万辆，同比分别增长61.7%和-4.9%。</p>\n<p>在经历了2019年的销量下滑后，谁都没有想到在新冠疫情的冲击下，2020年的新能源车销量还能够实现V型反转，全年销量达136.7万辆，同比逆势增长13.4%，超预期的增长打了电池供应商一个措手不及。</p>\n<p><img src=\"https://static.tigerbbs.com/916adbc68f8d9b320eecf5147857088d\" tg-width=\"1080\" tg-height=\"580\" referrerpolicy=\"no-referrer\"></p>\n<p>到了今年，除了新势力继续高歌猛进，越来越多的传统汽车厂商以及科技公司也加入了战局，可以说是又掀起了一轮造车热。</p>\n<p>今年1-6月我国新能源汽车产销分别完成121.5万辆和120.6万辆，同比均增长2倍，上半年的累计销量已与2019年全年水平持平，到7月底累计销量有望超过2020年全年的销量。</p>\n<p>基于强劲的增长势头，乘联会和中汽协纷纷上调了对2021年国内新能源汽车的销量预测，预计全年销量将提升至240万辆。</p>\n<p>海外市场上，欧美等地区的新能源车渗透率同样不断攀升。上半年欧洲新能源车销量有望达到105万台，渗透率约20%。</p>\n<p><img src=\"https://static.tigerbbs.com/60096a70f37845e538683967b8ae5a64\" tg-width=\"766\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></p>\n<p>而根据中国汽车动力电池产业创新联盟数据，今年上半年，我国动力电池装机量52.6GWh。虽然都处于快速增长的过程中，但根据上半年的数据来看，动力电池增长的脚步要略慢于新能源车。</p>\n<p>据能源市场调研机构SNE Research预测，到2023年，全球电动汽车对动力电池的需求达406GWh，而动力电池的供应预计为335GWh，缺口约18%，而到2025年这一缺口将进一步扩大至约40%。</p>\n<p><img src=\"https://static.tigerbbs.com/9c0dc4ef8c5f53fefc172ad74e3f6f6b\" tg-width=\"993\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p><b>02</b></p>\n<p><b>车企抱紧电池厂商大腿</b></p>\n<p>为了锁定电池供应商的产能，各家车企抱紧了动力电池厂商的大腿，自去年开始就陆续有整车厂与电池供应商战略绑定的消息。</p>\n<p>去年5月，<a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>宣布投资约11亿欧元，获得<a href=\"https://laohu8.com/S/002074\">国轩高科</a>26.47%的股份；7月本田出资37亿元参与宁德时代定增等。</p>\n<p>今年6月初，<a href=\"https://laohu8.com/S/601633\">长城汽车</a>与宁德时代签署了长达十年的动力电池战略合作框架协议；</p>\n<p>6月底，特斯拉也与宁德时代签订了新的协议，将协议到期时间从2022年延长至2025年。</p>\n<p>除了与电池厂商结盟之外，整车厂自己也在加大电池方面的研发，希望将主动权掌握在自己手中。</p>\n<p>事实上，无论是整车厂还是动力电池供应商，都希望在新能源车市场飞速扩容的背景下，抓紧扩产提升销量和装机量，赶在行业景气上升阶段争夺更多的市场份额。</p>\n<p>就电池厂商而言，一场产能竞赛已经开启。</p>\n<p>根据龙头披露的产能规划，宁德时代2025年规划产能为500GWh；国轩高科计划2025年将产能升至100GWh；LG化学拟到2023年将电池产能扩大至250GWh，SKI计划到2025年将电池产能提升至200GWh。</p>\n<p><img src=\"https://static.tigerbbs.com/eecd01456db8d0fd3131460b85dc0d63\" tg-width=\"526\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p>\n<p><b>03上游原材料价格大涨</b></p>\n<p>尽管各大电池厂商的扩产决心很大，但目前也遇到了非常现实的问题，即电池原材料价格的过快上涨，这也是造成“电池荒”的另一个重要原因。</p>\n<p>在整车厂的产能被电池厂商限制的同时，电池供应商也同样被上游原材料供应商“掐着命脉”。</p>\n<p>在动力电池的成本构成中，正极材料、负极材料、电解液和隔膜四大材料的占比较大，其中正极材料占比约40%，其余三项成本占比在10%左右。</p>\n<p><img src=\"https://static.tigerbbs.com/efe9b68bb38b3502b46307733f4244b6\" tg-width=\"514\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></p>\n<p>自去年开始，正极材料锂（包括碳酸锂和氢氧化锂），以及电解液原材料六氟磷酸锂的价格可以说是一飞冲天。</p>\n<p>截至7月，国内电池级碳酸锂价格涨至8.55万元/吨，而去年同期的价格仅为4.5万元；六氟磷酸锂上涨至38万元/吨，年内涨幅超过200%。</p>\n<p><img src=\"https://static.tigerbbs.com/ee67c1211ac125b4dc8cefbe59877082\" tg-width=\"1080\" tg-height=\"572\" referrerpolicy=\"no-referrer\"></p>\n<p>价格上涨的背后是上游原材料供应的紧张。一方面国际运输受阻掣肘了锂、钴等金属的供应，另一方面厂商的扩产力度不及终端需求的增长速度。</p>\n<p>不少厂商都表示，<b>目前产线处于满产状态，但依然无法满足需求</b>，扩建产能又至少需要2-3年的时间，新增产能受限进一步加剧了国内动力电池原材料供应的不足。</p>\n<p>在这一背景下，中游电池厂商承受着不小的压力。一边是原材料价格的高位运行，另一边整车厂又不会轻易涨价，甚至说有较强的降本诉求。</p>\n<p>宁德时代董事长曾毓群就在今年的股东大会上表示，原材料价格上涨对公司成本影响比较大，但高到什么程度需传递至下游尚在考虑。</p>\n<p>现阶段来看，新能源车电池供需失衡的局面还将延续。</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\" 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.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“电池荒”来了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 18:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/YKeFlzVgtXC7kMRglJ889w><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯片短缺的问题还没有解决，新能源车行业又遭遇了“电池荒”问题。\n早在今年1月底，马斯克就在特斯拉2020年四季度财报电话会议上表示，特斯拉旗下首款纯电动卡车将于年内交付，当前限制其生产能力的唯一因素便是电池供应。\n随后3月，蔚来创始人李斌也在财报电话会议上提到，相比芯片，电池供应会是最大的瓶颈。\n另据报道，小鹏汽车CEO何小鹏曾为了从宁德时代顺利拿到电池，在宁德时代蹲守一个星期。\n\n面对电池产能的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YKeFlzVgtXC7kMRglJ889w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8044d53decdc01ef61c42acd8b83de3","relate_stocks":{"300750":"宁德时代"},"source_url":"https://mp.weixin.qq.com/s/YKeFlzVgtXC7kMRglJ889w","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1180715234","content_text":"芯片短缺的问题还没有解决，新能源车行业又遭遇了“电池荒”问题。\n早在今年1月底，马斯克就在特斯拉2020年四季度财报电话会议上表示，特斯拉旗下首款纯电动卡车将于年内交付，当前限制其生产能力的唯一因素便是电池供应。\n随后3月，蔚来创始人李斌也在财报电话会议上提到，相比芯片，电池供应会是最大的瓶颈。\n另据报道，小鹏汽车CEO何小鹏曾为了从宁德时代顺利拿到电池，在宁德时代蹲守一个星期。\n\n面对电池产能的不足，电池厂商也颇为无奈。\n宁德时代5月发布的投资者调研纪要指出，供应链资源紧缺和本地化供应不足是公司急需解决的问题之一。另一家电池厂商亿纬锂能也在公告中披露，公司现有场地及生产线已满负荷运转，但近一年仍将供不应求。\n一场电池供应不足的危机正在新能源汽车行业悄然蔓延。\n01“电池荒”原因\n造成“电池荒”的原因基本与“芯片荒”如出一辙，主要源自于新能源汽车产销的快速增长，而相应的产能却没能跟上。\n中汽协数据显示，2018和2019年我国新能源汽车销量分别为125.6万辆和120.6万辆，同比分别增长61.7%和-4.9%。\n在经历了2019年的销量下滑后，谁都没有想到在新冠疫情的冲击下，2020年的新能源车销量还能够实现V型反转，全年销量达136.7万辆，同比逆势增长13.4%，超预期的增长打了电池供应商一个措手不及。\n\n到了今年，除了新势力继续高歌猛进，越来越多的传统汽车厂商以及科技公司也加入了战局，可以说是又掀起了一轮造车热。\n今年1-6月我国新能源汽车产销分别完成121.5万辆和120.6万辆，同比均增长2倍，上半年的累计销量已与2019年全年水平持平，到7月底累计销量有望超过2020年全年的销量。\n基于强劲的增长势头，乘联会和中汽协纷纷上调了对2021年国内新能源汽车的销量预测，预计全年销量将提升至240万辆。\n海外市场上，欧美等地区的新能源车渗透率同样不断攀升。上半年欧洲新能源车销量有望达到105万台，渗透率约20%。\n\n而根据中国汽车动力电池产业创新联盟数据，今年上半年，我国动力电池装机量52.6GWh。虽然都处于快速增长的过程中，但根据上半年的数据来看，动力电池增长的脚步要略慢于新能源车。\n据能源市场调研机构SNE Research预测，到2023年，全球电动汽车对动力电池的需求达406GWh，而动力电池的供应预计为335GWh，缺口约18%，而到2025年这一缺口将进一步扩大至约40%。\n\n02\n车企抱紧电池厂商大腿\n为了锁定电池供应商的产能，各家车企抱紧了动力电池厂商的大腿，自去年开始就陆续有整车厂与电池供应商战略绑定的消息。\n去年5月，大众集团宣布投资约11亿欧元，获得国轩高科26.47%的股份；7月本田出资37亿元参与宁德时代定增等。\n今年6月初，长城汽车与宁德时代签署了长达十年的动力电池战略合作框架协议；\n6月底，特斯拉也与宁德时代签订了新的协议，将协议到期时间从2022年延长至2025年。\n除了与电池厂商结盟之外，整车厂自己也在加大电池方面的研发，希望将主动权掌握在自己手中。\n事实上，无论是整车厂还是动力电池供应商，都希望在新能源车市场飞速扩容的背景下，抓紧扩产提升销量和装机量，赶在行业景气上升阶段争夺更多的市场份额。\n就电池厂商而言，一场产能竞赛已经开启。\n根据龙头披露的产能规划，宁德时代2025年规划产能为500GWh；国轩高科计划2025年将产能升至100GWh；LG化学拟到2023年将电池产能扩大至250GWh，SKI计划到2025年将电池产能提升至200GWh。\n\n03上游原材料价格大涨\n尽管各大电池厂商的扩产决心很大，但目前也遇到了非常现实的问题，即电池原材料价格的过快上涨，这也是造成“电池荒”的另一个重要原因。\n在整车厂的产能被电池厂商限制的同时，电池供应商也同样被上游原材料供应商“掐着命脉”。\n在动力电池的成本构成中，正极材料、负极材料、电解液和隔膜四大材料的占比较大，其中正极材料占比约40%，其余三项成本占比在10%左右。\n\n自去年开始，正极材料锂（包括碳酸锂和氢氧化锂），以及电解液原材料六氟磷酸锂的价格可以说是一飞冲天。\n截至7月，国内电池级碳酸锂价格涨至8.55万元/吨，而去年同期的价格仅为4.5万元；六氟磷酸锂上涨至38万元/吨，年内涨幅超过200%。\n\n价格上涨的背后是上游原材料供应的紧张。一方面国际运输受阻掣肘了锂、钴等金属的供应，另一方面厂商的扩产力度不及终端需求的增长速度。\n不少厂商都表示，目前产线处于满产状态，但依然无法满足需求，扩建产能又至少需要2-3年的时间，新增产能受限进一步加剧了国内动力电池原材料供应的不足。\n在这一背景下，中游电池厂商承受着不小的压力。一边是原材料价格的高位运行，另一边整车厂又不会轻易涨价，甚至说有较强的降本诉求。\n宁德时代董事长曾毓群就在今年的股东大会上表示，原材料价格上涨对公司成本影响比较大，但高到什么程度需传递至下游尚在考虑。\n现阶段来看，新能源车电池供需失衡的局面还将延续。","news_type":1,"symbols_score_info":{"300750":0.9}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147699181,"gmtCreate":1626354620943,"gmtModify":1633927598492,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"今天开市就看市场是否满意它的成绩","listText":"今天开市就看市场是否满意它的成绩","text":"今天开市就看市场是否满意它的成绩","images":[{"img":"https://static.tigerbbs.com/ac85152dc037ad8a4f37142d719ebfeb","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147699181","isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":144631285,"gmtCreate":1626278455947,"gmtModify":1633928295711,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"升息是否开始了？","listText":"升息是否开始了？","text":"升息是否开始了？","images":[{"img":"https://static.tigerbbs.com/275bf0dd91f70c79b538e448f9426b41","width":"1080","height":"1202"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144631285","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":144311041,"gmtCreate":1626267402783,"gmtModify":1633928486503,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144311041","repostId":"1167929244","repostType":2,"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146488480,"gmtCreate":1626096802240,"gmtModify":1633930193470,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"通膨已经到高点","listText":"通膨已经到高点","text":"通膨已经到高点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146488480","repostId":"2150533008","repostType":4,"repost":{"id":"2150533008","kind":"highlight","pubTimestamp":1626095884,"share":"https://ttm.financial/m/news/2150533008?lang=&edition=full","pubTime":"2021-07-12 21:18","market":"us","language":"zh","title":"美国6月通胀前瞻：高烧或难退","url":"https://stock-news.laohu8.com/highlight/detail?id=2150533008","media":"华尔街见闻","summary":"美国6月CPI或居高不下，主要受到食品汽油价格、低端收入上涨和车价上行带领。","content":"<p>美国劳工部将于北京时间明日晚间公布6月通胀数据，上月美国CPI同比涨5%，增速创13年新高；核心CPI同比涨3.8%，创28年以来新高。上月的通胀是年内的峰值了么？</p>\n<p>从美国国债利率代表的通胀平衡预期来看，已于5月中旬见顶。从高点2.54%回落到当前的2.22%，已经下行了0.32个百分点。同时6月基数效应也会缓和0.5个百分点。但美国6月通胀会退烧么？</p>\n<p><b>恐怕还没有。</b></p>\n<p>从研究机构的主要预期来看：美国6月CPI或居高不下。环比继5月上涨0.8%之后，本月将录得上涨0.5%。同比CPI增长4.9-5% ，几乎与5月高点持平。剔除食品和能源价格的核心CPI同比上涨4%，再创近30年来最大涨幅。</p>\n<p><img src=\"https://static.tigerbbs.com/8696f0cf9e7fa892316808daf9fc2555\" tg-width=\"781\" tg-height=\"356\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/6dc9c9ea03ac85f748941fca18fa4293\" tg-width=\"772\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p>注：上图为华尔街见闻通胀预测的CPI中值为5%，与上月持平；核心CPI中值为3.9%，略高于上月水平。</p>\n<p>推动CPI上行的动力主要有以下几方面：</p>\n<p><b>1、食品和汽油价格的上涨</b></p>\n<p>供给受限、食品生产商成本转嫁压力、美国西部各州加剧的“大旱”等因素正共同推高美国市场上的食品价格。美国媒体Business Insider公布的美国目前正在经历的最严重短缺列表，这些产品包括计算机芯片、棕榈油、鸡肉、培根和热狗、进口食品（如奶酪，咖啡和橄榄油）及玉米等等数十种和美国经济生活密切相关的用品。 另外，汽油价格的继续上行也使得在全美范围内的运输成本变得更加昂贵。</p>\n<p><b>2、低收入工人的工资大幅上涨</b></p>\n<p>随着当前就业矛盾的加剧，最新的低收入领域薪资的强劲增长迹象令人震惊：亚特兰大联储的研究显示，今年以来，休闲和酒店行业的生产和非监管类工资已经上涨了8.25%，低薪服务业新雇佣工人的工资涨幅尤其强劲。纽约联储的一项调查显示，正常年收入低于6万美元的工人表示，他们要比疫情前高出26%的工资才会接受一份工作。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>研究指出，劳动力密集的低工资行业几乎将他们的全部劳动力成本转移到通货膨胀上。低端工资每增长1%，会推动核心通胀率上升5-15个基点，而这还是一个温和的程度，还没考虑薪资超预期增长的情况。</p>\n<p><b>3、新车和二手车价格继续上行</b></p>\n<p>研究公司J.D. Power的数据，6月中旬美国销售的所有车辆中，约有四分之三的车辆售价达到或超过了美国汽车制造商的建议零售价，这一比例高于5月底的67%。同期Manheim的二手车价值批发指数继续比去年同期高出36%，4月份时其增长率一度超过了50%。</p>\n<p>整体而言，需求复苏下的供应链瓶颈和劳动力短缺依然是加剧通胀压力的主要推手。</p>","source":"wallstreetcn_api","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>美国6月通胀前瞻：高烧或难退</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美国6月通胀前瞻：高烧或难退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 21:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3635187><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国劳工部将于北京时间明日晚间公布6月通胀数据，上月美国CPI同比涨5%，增速创13年新高；核心CPI同比涨3.8%，创28年以来新高。上月的通胀是年内的峰值了么？\n从美国国债利率代表的通胀平衡预期来看，已于5月中旬见顶。从高点2.54%回落到当前的2.22%，已经下行了0.32个百分点。同时6月基数效应也会缓和0.5个百分点。但美国6月通胀会退烧么？\n恐怕还没有。\n从研究机构的主要预期来看：美国...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635187\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0dd1549a90968778a7afdc56cd660b1b","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3635187","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150533008","content_text":"美国劳工部将于北京时间明日晚间公布6月通胀数据，上月美国CPI同比涨5%，增速创13年新高；核心CPI同比涨3.8%，创28年以来新高。上月的通胀是年内的峰值了么？\n从美国国债利率代表的通胀平衡预期来看，已于5月中旬见顶。从高点2.54%回落到当前的2.22%，已经下行了0.32个百分点。同时6月基数效应也会缓和0.5个百分点。但美国6月通胀会退烧么？\n恐怕还没有。\n从研究机构的主要预期来看：美国6月CPI或居高不下。环比继5月上涨0.8%之后，本月将录得上涨0.5%。同比CPI增长4.9-5% ，几乎与5月高点持平。剔除食品和能源价格的核心CPI同比上涨4%，再创近30年来最大涨幅。\n\n\n注：上图为华尔街见闻通胀预测的CPI中值为5%，与上月持平；核心CPI中值为3.9%，略高于上月水平。\n推动CPI上行的动力主要有以下几方面：\n1、食品和汽油价格的上涨\n供给受限、食品生产商成本转嫁压力、美国西部各州加剧的“大旱”等因素正共同推高美国市场上的食品价格。美国媒体Business Insider公布的美国目前正在经历的最严重短缺列表，这些产品包括计算机芯片、棕榈油、鸡肉、培根和热狗、进口食品（如奶酪，咖啡和橄榄油）及玉米等等数十种和美国经济生活密切相关的用品。 另外，汽油价格的继续上行也使得在全美范围内的运输成本变得更加昂贵。\n2、低收入工人的工资大幅上涨\n随着当前就业矛盾的加剧，最新的低收入领域薪资的强劲增长迹象令人震惊：亚特兰大联储的研究显示，今年以来，休闲和酒店行业的生产和非监管类工资已经上涨了8.25%，低薪服务业新雇佣工人的工资涨幅尤其强劲。纽约联储的一项调查显示，正常年收入低于6万美元的工人表示，他们要比疫情前高出26%的工资才会接受一份工作。\n高盛研究指出，劳动力密集的低工资行业几乎将他们的全部劳动力成本转移到通货膨胀上。低端工资每增长1%，会推动核心通胀率上升5-15个基点，而这还是一个温和的程度，还没考虑薪资超预期增长的情况。\n3、新车和二手车价格继续上行\n研究公司J.D. Power的数据，6月中旬美国销售的所有车辆中，约有四分之三的车辆售价达到或超过了美国汽车制造商的建议零售价，这一比例高于5月底的67%。同期Manheim的二手车价值批发指数继续比去年同期高出36%，4月份时其增长率一度超过了50%。\n整体而言，需求复苏下的供应链瓶颈和劳动力短缺依然是加剧通胀压力的主要推手。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148859732,"gmtCreate":1625968532126,"gmtModify":1633931304169,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"🤑","listText":"🤑","text":"🤑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148859732","repostId":"1128349172","repostType":4,"repost":{"id":"1128349172","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":1625842097,"share":"https://ttm.financial/m/news/1128349172?lang=&edition=full","pubTime":"2021-07-09 22:48","market":"us","language":"zh","title":"苹果股价持续走高，盘中刷新历史高位","url":"https://stock-news.laohu8.com/highlight/detail?id=1128349172","media":"老虎资讯综合","summary":"周五，$苹果(AAPL)$股价开盘后不断走高，截至发稿涨约1.2%，续刷历史高位。总市值超2.42万亿美元。\n\n\n苹果公司庞大的净资产已超过意大利、巴西、加拿大和俄罗斯等国的GDP。事实上，世界上只有7个国家的GDP高于苹果公司市值，意味着这家科技巨头比世界上高达96%的国家更富有。","content":"<p>周五，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价开盘后不断走高，截至发稿涨约1.2%，续刷历史高位。总市值超2.42万亿美元。</p>\n<p>苹果公司庞大的净资产已超过意大利、巴西、加拿大和俄罗斯等国的GDP。事实上，世界上只有7个国家的GDP高于苹果公司市值，意味着这家科技巨头比世界上高达96%的国家更富有。</p>\n<p><img src=\"https://static.tigerbbs.com/8c337968fa44608634d4c966c83a6e14\" 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>苹果股价持续走高，盘中刷新历史高位</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苹果股价持续走高，盘中刷新历史高位\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\">2021-07-09 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价开盘后不断走高，截至发稿涨约1.2%，续刷历史高位。总市值超2.42万亿美元。</p>\n<p>苹果公司庞大的净资产已超过意大利、巴西、加拿大和俄罗斯等国的GDP。事实上，世界上只有7个国家的GDP高于苹果公司市值，意味着这家科技巨头比世界上高达96%的国家更富有。</p>\n<p><img src=\"https://static.tigerbbs.com/8c337968fa44608634d4c966c83a6e14\" 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/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128349172","content_text":"周五，苹果股价开盘后不断走高，截至发稿涨约1.2%，续刷历史高位。总市值超2.42万亿美元。\n苹果公司庞大的净资产已超过意大利、巴西、加拿大和俄罗斯等国的GDP。事实上，世界上只有7个国家的GDP高于苹果公司市值，意味着这家科技巨头比世界上高达96%的国家更富有。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}