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a股韭菜之王

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a股韭菜之王

2025-02-24

$英伟达(NVDA)$ 梭哈

a股韭菜之王

2024-03-20

$拼多多(PDD)$ 提前一个星期埋伏，就等今晚发财报赚一票

a股韭菜之王

2024-10-07

$三倍做空富时中国ETF-Direxion(YANG)$ 今晚开始建仓，先入四分之一，冲冲冲

a股韭菜之王

03-09

$二倍做空彭博原油指数ETF(SCO)$ 可以上车了!

a股韭菜之王

01-27

财报发布前涨，发布后会跌，对AI的盈利不及预期

a股韭菜之王

2024-12-12

$Tradr 2X Short TSLA Daily ETF(TSLQ)$ 特斯拉超越历史新高，可以上车一部分仓位做空了

a股韭菜之王

2025-06-19

$泡泡玛特(09992)$ 做空，今年看到100

a股韭菜之王

2025-06-19

做空!今年看到100

异动解读 | 泡泡玛特盘中大跌5.18%，Labubu新品预售或影响黄牛炒作

a股韭菜之王

01-24

起飞!

a股韭菜之王

2025-07-30

马上起飞!

从今天开始，全球市场将进入“超级72小时”

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href=\"https://laohu8.com/S/SCO\">$二倍做空彭博原油指数ETF(SCO)$ </a> 可以上车了!","listText":"<a href=\"https://laohu8.com/S/SCO\">$二倍做空彭博原油指数ETF(SCO)$ </a> 可以上车了!","text":"$二倍做空彭博原油指数ETF(SCO)$ 可以上车了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/540720689041680","isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4175415904200302","authorId":"4175415904200302","name":"EricGo","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4175415904200302","authorIdStr":"4175415904200302"},"content":"为什么现在价格不动，但能成交？","text":"为什么现在价格不动，但能成交？","html":"为什么现在价格不动，但能成交？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526019431625904,"gmtCreate":1769447599392,"gmtModify":1769447601995,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108233902095970","authorIdStr":"4108233902095970"},"themes":[],"title":"","htmlText":"财报发布前涨，发布后会跌，对AI的盈利不及预期","listText":"财报发布前涨，发布后会跌，对AI的盈利不及预期","text":"财报发布前涨，发布后会跌，对AI的盈利不及预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/526019431625904","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000683","authorId":"9000000000000683","name":"BerthaAntoinette","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000683","authorIdStr":"9000000000000683"},"content":"AI财报后跳水常态，盈利差就崩盘","text":"AI财报后跳水常态，盈利差就崩盘","html":"AI财报后跳水常态，盈利差就崩盘"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524943201534168,"gmtCreate":1769186642655,"gmtModify":1769186644874,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108233902095970","authorIdStr":"4108233902095970"},"themes":[],"htmlText":"起飞!","listText":"起飞!","text":"起飞!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524943201534168","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462310202732712,"gmtCreate":1753887128222,"gmtModify":1753887129933,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108233902095970","authorIdStr":"4108233902095970"},"themes":[],"htmlText":"马上起飞!","listText":"马上起飞!","text":"马上起飞!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462310202732712","repostId":"2555671300","repostType":4,"repost":{"id":"2555671300","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1753837900,"share":"https://www.laohu8.com/m/news/2555671300?lang=zh_CN&edition=full","pubTime":"2025-07-30 09:11","market":"sh","language":"zh","title":"从今天开始，全球市场将进入“超级72小时”","url":"https://stock-news.laohu8.com/highlight/detail?id=2555671300","media":"华尔街见闻","summary":"本轮市场考验将从周三拉开序幕，届时美国将公布第二季度GDP数据，数小时后美联储将公布利率决议。紧接着，微软、Meta、苹果和亚马逊等科技巨头将在周三和周四盘后相继发布财报，而备受关注的美国7月非农就业报告则将在周五出炉。与此同时，国内政治局会议召开在即，投资者密切关注中国即将释放的经济政策新信号。","content":"<html><head></head><body><blockquote><p>本轮市场考验将从周三拉开序幕，届时美国将公布第二季度GDP数据，数小时后美联储将公布利率决议。紧接着，微软、Meta、苹果和亚马逊等科技巨头将在周三和周四盘后相继发布财报，而备受关注的美国7月非农就业报告则将在周五出炉。与此同时，国内政治局会议召开在即，投资者密切关注中国即将释放的经济政策新信号。</p></blockquote><p style=\"text-align: justify;\">中美两国贸易谈判释放积极信号，但全球市场依然不能掉以轻心，从本周三开始，全球市场将进入一个至关重要的72小时。</p><p style=\"text-align: justify;\">据新华社、央视新闻报道，当地时间7月28日至29日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森特及贸易代表格里尔在瑞典斯德哥尔摩举行中美经贸会谈。双方就中美经贸关系、宏观经济政策等双方共同关心的经贸议题开展了坦诚、深入、富有建设性的交流，回顾并肯定了中美日内瓦经贸会谈共识和伦敦框架落实情况。<strong>根据会谈共识，双方将继续推动已暂停的美方对等关税24%部分以及中方反制措施如期展期90天。</strong></p><p style=\"text-align: justify;\">接下来，一系列密集的美国经济数据、科技巨头财报和关键的贸易政策节点将轮番登场，这些事件的叠加，可能为年内剩余时间的市场走向定下基调。</p><p style=\"text-align: justify;\"><strong>市场考验将从周三拉开序幕，届时美国将公布第二季度GDP数据，数小时后美联储将公布利率决议。紧接着，微软、Meta、苹果和亚马逊等科技巨头将在周三和周四盘后相继发布财报，而备受关注的美国7月非农就业报告则将在周五出炉。</strong></p><p style=\"text-align: justify;\">这些事件中的任何一个都足以引发市场动荡。在美股自4月低点大幅反弹、估值已然高企的背景下，此次“超级周”被市场视为一次严峻考验。Jones Trading的分析师Mike O’Rourke表示，这周“可能被证明是今年最关键的一周”，其结果将测试华尔街的决心。</p><p style=\"text-align: justify;\"><strong>与此同时，市场目光也投向东方，国内政治局会议召开在即，投资者密切关注中国即将释放的经济政策新信号。</strong></p><h2 id=\"id_718625193\">美国经济数据密集出炉</h2><p style=\"text-align: justify;\">本周后半段，一系列重磅经济数据将为判断美国经济健康状况提供关键线索。根据亚特兰大联储的预测，美国第二季度GDP年化增长率预计约为2.9%，这主要反映了进口的下降。此前在一季度，与库存相关的进口激增曾对GDP造成拖累。</p><p style=\"text-align: justify;\">在货币政策方面，尽管特朗普总统坚持认为利率应大幅降低，但市场普遍预计美联储将在周三的会议上维持4.25%至4.5%的利率区间不变。</p><p style=\"text-align: justify;\"><strong>投资者的焦点将集中在美联储主席鲍威尔与其他决策者之间是否存在日益扩大的分歧——一方希望在降息前进一步评估关税对通胀的影响，而另一方则希望尽快行动。</strong></p><p style=\"text-align: justify;\">最后，周五的就业报告预计将显示美国7月新增就业岗位115000个，较前一个月的147000个有所放缓。</p><p style=\"text-align: justify;\">据FactSet的调查，任何方向的意外数据都可能引发跨市场波动。野村证券的衍生品策略师Charlie McElligott指出，“绝对拥挤的数据日程”意味着月末存在“巨大的事件风险”。</p><h2 id=\"id_786451178\">科技巨头财报考验市场成色</h2><p style=\"text-align: justify;\">在数据发布的同时，美股财报季也进入高峰期。微软和Meta定于周三盘后公布业绩，苹果和亚马逊则在周四跟进。这四大科技巨头的总市值超过11万亿美元，其股价表现对华尔街具有举足轻重的影响。</p><p style=\"text-align: justify;\">近几周，受经济保持韧性以及人工智能将推动巨头业务强劲增长的乐观情绪提振，美国股市屡创历史新高。</p><p style=\"text-align: justify;\"><strong>然而，市场的快速上涨也让部分分析师和投资者感到不安。标普500指数今年已上涨8.3%，其未来12个月的预期市盈率高达22倍。</strong></p><p style=\"text-align: justify;\">在这一背景下，科技巨头的业绩和展望将直接考验当前高昂的市场估值是否合理。</p><h2 id=\"id_2204627726\">特朗普关税最后期限将至</h2><p style=\"text-align: justify;\">不确定性还来自于贸易领域。特朗普政府对其尚未达成贸易协议的国家征收“对等”关税的最后期限是华盛顿时间8月1日凌晨12:01。</p><p style=\"text-align: justify;\">近几个月，由于美国与欧盟、日本、英国等主要伙伴达成贸易协议，并与中国关税暂停措施展期90天，投资者情绪有所缓和，华尔街银行也因此下调了对潜在衰退的概率预测。投资者普遍押注，特朗普将避免实施可能引发市场过度波动的关税，或将其推迟至达成协议之后。</p><p style=\"text-align: justify;\">然而，风险依然存在。Satori Insights的全球市场策略师Matt King表示：<strong>“特朗普毕竟是特朗普，关税风险及相关的不确定性依然存在。”</strong></p><h2 id=\"id_3371917002\">中国政策风向引关注</h2><p style=\"text-align: justify;\"><strong>在中国，即将召开的政治局会议成为市场关注的另一个焦点。</strong></p><p style=\"text-align: justify;\">华泰研究分析认为，基于上半年经济数据展现韧性、10月前中美关系有望保持一定确定性并出现边际改善两大宏观背景，政治局会议的关注点或在于：</p><blockquote><p style=\"text-align: justify;\">1. 经济形势判断，近期地产消费出口等高频数据走弱后，稳楼市和提振消费的政策基调是否会进一步增强？</p><p style=\"text-align: justify;\">2. 房地产对“止跌回稳”判断是否有更一步强化，后续的政策抓手能否明晰？</p><p style=\"text-align: justify;\">3. “反内卷”和去产能政策目标、任务分解和实施路径；</p><p style=\"text-align: justify;\">4. 财政货币或延续4月以来政策基调，市场预期较低。</p></blockquote></body></html>","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>从今天开始，全球市场将进入“超级72小时”</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从今天开始，全球市场将进入“超级72小时”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-30 09:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3752198><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本轮市场考验将从周三拉开序幕，届时美国将公布第二季度GDP数据，数小时后美联储将公布利率决议。紧接着，微软、Meta、苹果和亚马逊等科技巨头将在周三和周四盘后相继发布财报，而备受关注的美国7月非农就业报告则将在周五出炉。与此同时，国内政治局会议召开在即，投资者密切关注中国即将释放的经济政策新信号。中美两国贸易谈判释放积极信号，但全球市场依然不能掉以轻心，从本周三开始，全球市场将进入一个至关重要的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752198\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3752198","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2555671300","content_text":"本轮市场考验将从周三拉开序幕，届时美国将公布第二季度GDP数据，数小时后美联储将公布利率决议。紧接着，微软、Meta、苹果和亚马逊等科技巨头将在周三和周四盘后相继发布财报，而备受关注的美国7月非农就业报告则将在周五出炉。与此同时，国内政治局会议召开在即，投资者密切关注中国即将释放的经济政策新信号。中美两国贸易谈判释放积极信号，但全球市场依然不能掉以轻心，从本周三开始，全球市场将进入一个至关重要的72小时。据新华社、央视新闻报道，当地时间7月28日至29日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森特及贸易代表格里尔在瑞典斯德哥尔摩举行中美经贸会谈。双方就中美经贸关系、宏观经济政策等双方共同关心的经贸议题开展了坦诚、深入、富有建设性的交流，回顾并肯定了中美日内瓦经贸会谈共识和伦敦框架落实情况。根据会谈共识，双方将继续推动已暂停的美方对等关税24%部分以及中方反制措施如期展期90天。接下来，一系列密集的美国经济数据、科技巨头财报和关键的贸易政策节点将轮番登场，这些事件的叠加，可能为年内剩余时间的市场走向定下基调。市场考验将从周三拉开序幕，届时美国将公布第二季度GDP数据，数小时后美联储将公布利率决议。紧接着，微软、Meta、苹果和亚马逊等科技巨头将在周三和周四盘后相继发布财报，而备受关注的美国7月非农就业报告则将在周五出炉。这些事件中的任何一个都足以引发市场动荡。在美股自4月低点大幅反弹、估值已然高企的背景下，此次“超级周”被市场视为一次严峻考验。Jones Trading的分析师Mike O’Rourke表示，这周“可能被证明是今年最关键的一周”，其结果将测试华尔街的决心。与此同时，市场目光也投向东方，国内政治局会议召开在即，投资者密切关注中国即将释放的经济政策新信号。美国经济数据密集出炉本周后半段，一系列重磅经济数据将为判断美国经济健康状况提供关键线索。根据亚特兰大联储的预测，美国第二季度GDP年化增长率预计约为2.9%，这主要反映了进口的下降。此前在一季度，与库存相关的进口激增曾对GDP造成拖累。在货币政策方面，尽管特朗普总统坚持认为利率应大幅降低，但市场普遍预计美联储将在周三的会议上维持4.25%至4.5%的利率区间不变。投资者的焦点将集中在美联储主席鲍威尔与其他决策者之间是否存在日益扩大的分歧——一方希望在降息前进一步评估关税对通胀的影响，而另一方则希望尽快行动。最后，周五的就业报告预计将显示美国7月新增就业岗位115000个，较前一个月的147000个有所放缓。据FactSet的调查，任何方向的意外数据都可能引发跨市场波动。野村证券的衍生品策略师Charlie McElligott指出，“绝对拥挤的数据日程”意味着月末存在“巨大的事件风险”。科技巨头财报考验市场成色在数据发布的同时，美股财报季也进入高峰期。微软和Meta定于周三盘后公布业绩，苹果和亚马逊则在周四跟进。这四大科技巨头的总市值超过11万亿美元，其股价表现对华尔街具有举足轻重的影响。近几周，受经济保持韧性以及人工智能将推动巨头业务强劲增长的乐观情绪提振，美国股市屡创历史新高。然而，市场的快速上涨也让部分分析师和投资者感到不安。标普500指数今年已上涨8.3%，其未来12个月的预期市盈率高达22倍。在这一背景下，科技巨头的业绩和展望将直接考验当前高昂的市场估值是否合理。特朗普关税最后期限将至不确定性还来自于贸易领域。特朗普政府对其尚未达成贸易协议的国家征收“对等”关税的最后期限是华盛顿时间8月1日凌晨12:01。近几个月，由于美国与欧盟、日本、英国等主要伙伴达成贸易协议，并与中国关税暂停措施展期90天，投资者情绪有所缓和，华尔街银行也因此下调了对潜在衰退的概率预测。投资者普遍押注，特朗普将避免实施可能引发市场过度波动的关税，或将其推迟至达成协议之后。然而，风险依然存在。Satori Insights的全球市场策略师Matt King表示：“特朗普毕竟是特朗普，关税风险及相关的不确定性依然存在。”中国政策风向引关注在中国，即将召开的政治局会议成为市场关注的另一个焦点。华泰研究分析认为，基于上半年经济数据展现韧性、10月前中美关系有望保持一定确定性并出现边际改善两大宏观背景，政治局会议的关注点或在于：1. 经济形势判断，近期地产消费出口等高频数据走弱后，稳楼市和提振消费的政策基调是否会进一步增强？2. 房地产对“止跌回稳”判断是否有更一步强化，后续的政策抓手能否明晰？3. “反内卷”和去产能政策目标、任务分解和实施路径；4. 财政货币或延续4月以来政策基调，市场预期较低。","news_type":1,"symbols_score_info":{".SPX":1.1,".DJI":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457648290181472,"gmtCreate":1752767672153,"gmtModify":1752767674047,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108233902095970","authorIdStr":"4108233902095970"},"themes":[],"htmlText":"短期利好，长期利空 美联储必须独立!","listText":"短期利好，长期利空 美联储必须独立!","text":"短期利好，长期利空 美联储必须独立!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457648290181472","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457504039473936,"gmtCreate":1752732481741,"gmtModify":1752732483768,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108233902095970","authorIdStr":"4108233902095970"},"themes":[],"htmlText":"短期利好，长期利空 美联储必须独立!","listText":"短期利好，长期利空 美联储必须独立!","text":"短期利好，长期利空 美联储必须独立!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457504039473936","isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447559564620568,"gmtCreate":1750305228829,"gmtModify":1750305230470,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108233902095970","authorIdStr":"4108233902095970"},"themes":[],"htmlText":"做空!今年看到100","listText":"做空!今年看到100","text":"做空!今年看到100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447559564620568","repostId":"1165556164","repostType":2,"repost":{"id":"1165556164","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1750303358,"share":"https://www.laohu8.com/m/news/1165556164?lang=zh_CN&edition=full","pubTime":"2025-06-19 11:22","market":"nz","language":"zh","title":"异动解读 | 泡泡玛特盘中大跌5.18%，Labubu新品预售或影响黄牛炒作","url":"https://stock-news.laohu8.com/highlight/detail?id=1165556164","media":"异动解读","summary":"港股上市公司泡泡玛特今日盘中大跌5.18%，截至11:21，股价报251.6港元。首先，昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售，大幅增加了市场供应量。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。值得注意的是，尽管股价今日下跌，但摩根大通仍看好泡泡玛特前景。泡泡玛特今年以来股价涨幅巨大，截至昨日收盘仍上涨近190%。","content":"<p>港股上市公司泡泡玛特（09992.HK）今日盘中大跌5.18%，截至11:21，股价报251.6港元。</p>\n\n<p>分析人士认为，此次下跌主要有以下几个原因：</p>\n\n<p>首先，昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售，大幅增加了市场供应量。据报道，全渠道预计补货量在400-500万左右，这直接冲击了二级市场。黄牛回收价格出现腰斩式下跌，整盒6个盲盒回收价从预售前的1500-2800元骤降至650-800元。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。</p>\n\n<p>其次，港交所数据显示，南向资金昨日净卖出约6.1亿港元泡泡玛特股票，显示部分内地资金选择获利了结。</p>\n\n<p>值得注意的是，尽管股价今日下跌，但摩根大通仍看好泡泡玛特前景。该行今日发布研报，将泡泡玛特目标价由250港元上调至330港元，以1.5倍市盈增长率(PEG)为基准，维持\"增持\"评级。摩根大通预测2025年上半年泡泡玛特盈利将达35亿元人民币，超过2024年全年盈利。</p>\n\n<p>泡泡玛特今年以来股价涨幅巨大，截至昨日收盘仍上涨近190%。今日的回调或为获利回吐，投资者仍需关注公司基本面变化及产品销售情况。</p>","source":"ai_movement_cn","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>异动解读 | 泡泡玛特盘中大跌5.18%，Labubu新品预售或影响黄牛炒作</title>\n<style 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11:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>港股上市公司泡泡玛特（09992.HK）今日盘中大跌5.18%，截至11:21，股价报251.6港元。</p>\n\n<p>分析人士认为，此次下跌主要有以下几个原因：</p>\n\n<p>首先，昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售，大幅增加了市场供应量。据报道，全渠道预计补货量在400-500万左右，这直接冲击了二级市场。黄牛回收价格出现腰斩式下跌，整盒6个盲盒回收价从预售前的1500-2800元骤降至650-800元。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。</p>\n\n<p>其次，港交所数据显示，南向资金昨日净卖出约6.1亿港元泡泡玛特股票，显示部分内地资金选择获利了结。</p>\n\n<p>值得注意的是，尽管股价今日下跌，但摩根大通仍看好泡泡玛特前景。该行今日发布研报，将泡泡玛特目标价由250港元上调至330港元，以1.5倍市盈增长率(PEG)为基准，维持\"增持\"评级。摩根大通预测2025年上半年泡泡玛特盈利将达35亿元人民币，超过2024年全年盈利。</p>\n\n<p>泡泡玛特今年以来股价涨幅巨大，截至昨日收盘仍上涨近190%。今日的回调或为获利回吐，投资者仍需关注公司基本面变化及产品销售情况。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165556164","content_text":"港股上市公司泡泡玛特（09992.HK）今日盘中大跌5.18%，截至11:21，股价报251.6港元。\n分析人士认为，此次下跌主要有以下几个原因：\n首先，昨日晚间泡泡玛特旗下热门IP 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提前一个星期埋伏，就等今晚发财报赚一票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/286328051405016","isVote":1,"tweetType":1,"viewCount":3326,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580939278756579","authorId":"3580939278756579","name":"ABEL123","avatar":"https://static.tigerbbs.com/17775ab37c290d5f0f84eeb85e9496eb","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3580939278756579","idStr":"3580939278756579"},"content":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","html":"这篇文章不错，转发给大家看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357590522331456,"gmtCreate":1728304351230,"gmtModify":1728304352374,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108233902095970","idStr":"4108233902095970"},"themes":[],"htmlText":"<a 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今晚开始建仓，先入四分之一，冲冲冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/357590522331456","isVote":1,"tweetType":1,"viewCount":3793,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"content":"太早了，还有上涨动能，至少还能涨两天，2块以上不划算。","text":"太早了，还有上涨动能，至少还能涨两天，2块以上不划算。","html":"太早了，还有上涨动能，至少还能涨两天，2块以上不划算。"},{"author":{"id":"3569520508109571","authorId":"3569520508109571","name":"沒事改個ming","avatar":"https://static.tigerbbs.com/a01ef4eab14f4e40a93b51467061e1ae","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3569520508109571","idStr":"3569520508109571"},"content":"明晚绝对来得及，怎么也得至少好两三天的，不然交代不过去啊！","text":"明晚绝对来得及，怎么也得至少好两三天的，不然交代不过去啊！","html":"明晚绝对来得及，怎么也得至少好两三天的，不然交代不过去啊！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540720689041680,"gmtCreate":1773030021474,"gmtModify":1773030023712,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108233902095970","idStr":"4108233902095970"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SCO\">$二倍做空彭博原油指数ETF(SCO)$ </a> 可以上车了!","listText":"<a href=\"https://laohu8.com/S/SCO\">$二倍做空彭博原油指数ETF(SCO)$ </a> 可以上车了!","text":"$二倍做空彭博原油指数ETF(SCO)$ 可以上车了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/540720689041680","isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4175415904200302","authorId":"4175415904200302","name":"EricGo","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4175415904200302","idStr":"4175415904200302"},"content":"为什么现在价格不动，但能成交？","text":"为什么现在价格不动，但能成交？","html":"为什么现在价格不动，但能成交？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526019431625904,"gmtCreate":1769447599392,"gmtModify":1769447601995,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108233902095970","idStr":"4108233902095970"},"themes":[],"title":"","htmlText":"财报发布前涨，发布后会跌，对AI的盈利不及预期","listText":"财报发布前涨，发布后会跌，对AI的盈利不及预期","text":"财报发布前涨，发布后会跌，对AI的盈利不及预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/526019431625904","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000683","authorId":"9000000000000683","name":"BerthaAntoinette","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000683","idStr":"9000000000000683"},"content":"AI财报后跳水常态，盈利差就崩盘","text":"AI财报后跳水常态，盈利差就崩盘","html":"AI财报后跳水常态，盈利差就崩盘"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380699900231712,"gmtCreate":1733969597642,"gmtModify":1733977266450,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108233902095970","idStr":"4108233902095970"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLQ\">$Tradr 2X Short TSLA Daily ETF(TSLQ)$&nbsp;</a> 特斯拉超越历史新高，可以上车一部分仓位做空了","listText":"<a href=\"https://laohu8.com/S/TSLQ\">$Tradr 2X Short TSLA Daily ETF(TSLQ)$&nbsp;</a> 特斯拉超越历史新高，可以上车一部分仓位做空了","text":"$Tradr 2X Short TSLA Daily ETF(TSLQ)$ 特斯拉超越历史新高，可以上车一部分仓位做空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380699900231712","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447556364821024,"gmtCreate":1750305204240,"gmtModify":1750305205432,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108233902095970","idStr":"4108233902095970"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a> 做空，今年看到100","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a> 做空，今年看到100","text":"$泡泡玛特(09992)$ 做空，今年看到100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447556364821024","isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447559564620568,"gmtCreate":1750305228829,"gmtModify":1750305230470,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108233902095970","idStr":"4108233902095970"},"themes":[],"htmlText":"做空!今年看到100","listText":"做空!今年看到100","text":"做空!今年看到100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447559564620568","repostId":"1165556164","repostType":2,"repost":{"id":"1165556164","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1750303358,"share":"https://www.laohu8.com/m/news/1165556164?lang=zh_CN&edition=full","pubTime":"2025-06-19 11:22","market":"nz","language":"zh","title":"异动解读 | 泡泡玛特盘中大跌5.18%，Labubu新品预售或影响黄牛炒作","url":"https://stock-news.laohu8.com/highlight/detail?id=1165556164","media":"异动解读","summary":"港股上市公司泡泡玛特今日盘中大跌5.18%，截至11:21，股价报251.6港元。首先，昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售，大幅增加了市场供应量。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。值得注意的是，尽管股价今日下跌，但摩根大通仍看好泡泡玛特前景。泡泡玛特今年以来股价涨幅巨大，截至昨日收盘仍上涨近190%。","content":"<p>港股上市公司泡泡玛特（09992.HK）今日盘中大跌5.18%，截至11:21，股价报251.6港元。</p>\n\n<p>分析人士认为，此次下跌主要有以下几个原因：</p>\n\n<p>首先，昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售，大幅增加了市场供应量。据报道，全渠道预计补货量在400-500万左右，这直接冲击了二级市场。黄牛回收价格出现腰斩式下跌，整盒6个盲盒回收价从预售前的1500-2800元骤降至650-800元。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。</p>\n\n<p>其次，港交所数据显示，南向资金昨日净卖出约6.1亿港元泡泡玛特股票，显示部分内地资金选择获利了结。</p>\n\n<p>值得注意的是，尽管股价今日下跌，但摩根大通仍看好泡泡玛特前景。该行今日发布研报，将泡泡玛特目标价由250港元上调至330港元，以1.5倍市盈增长率(PEG)为基准，维持\"增持\"评级。摩根大通预测2025年上半年泡泡玛特盈利将达35亿元人民币，超过2024年全年盈利。</p>\n\n<p>泡泡玛特今年以来股价涨幅巨大，截至昨日收盘仍上涨近190%。今日的回调或为获利回吐，投资者仍需关注公司基本面变化及产品销售情况。</p>","source":"ai_movement_cn","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>异动解读 | 泡泡玛特盘中大跌5.18%，Labubu新品预售或影响黄牛炒作</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异动解读 | 泡泡玛特盘中大跌5.18%，Labubu新品预售或影响黄牛炒作\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-06-19 11:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>港股上市公司泡泡玛特（09992.HK）今日盘中大跌5.18%，截至11:21，股价报251.6港元。</p>\n\n<p>分析人士认为，此次下跌主要有以下几个原因：</p>\n\n<p>首先，昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售，大幅增加了市场供应量。据报道，全渠道预计补货量在400-500万左右，这直接冲击了二级市场。黄牛回收价格出现腰斩式下跌，整盒6个盲盒回收价从预售前的1500-2800元骤降至650-800元。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。</p>\n\n<p>其次，港交所数据显示，南向资金昨日净卖出约6.1亿港元泡泡玛特股票，显示部分内地资金选择获利了结。</p>\n\n<p>值得注意的是，尽管股价今日下跌，但摩根大通仍看好泡泡玛特前景。该行今日发布研报，将泡泡玛特目标价由250港元上调至330港元，以1.5倍市盈增长率(PEG)为基准，维持\"增持\"评级。摩根大通预测2025年上半年泡泡玛特盈利将达35亿元人民币，超过2024年全年盈利。</p>\n\n<p>泡泡玛特今年以来股价涨幅巨大，截至昨日收盘仍上涨近190%。今日的回调或为获利回吐，投资者仍需关注公司基本面变化及产品销售情况。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165556164","content_text":"港股上市公司泡泡玛特（09992.HK）今日盘中大跌5.18%，截至11:21，股价报251.6港元。\n分析人士认为，此次下跌主要有以下几个原因：\n首先，昨日晚间泡泡玛特旗下热门IP Labubu第三代搪胶毛绒产品\"前方高能\"系列首次开启全球范围线上预售，大幅增加了市场供应量。据报道，全渠道预计补货量在400-500万左右，这直接冲击了二级市场。黄牛回收价格出现腰斩式下跌，整盒6个盲盒回收价从预售前的1500-2800元骤降至650-800元。供应增加或影响了投资者对泡泡玛特产品稀缺性的预期。\n其次，港交所数据显示，南向资金昨日净卖出约6.1亿港元泡泡玛特股票，显示部分内地资金选择获利了结。\n值得注意的是，尽管股价今日下跌，但摩根大通仍看好泡泡玛特前景。该行今日发布研报，将泡泡玛特目标价由250港元上调至330港元，以1.5倍市盈增长率(PEG)为基准，维持\"增持\"评级。摩根大通预测2025年上半年泡泡玛特盈利将达35亿元人民币，超过2024年全年盈利。\n泡泡玛特今年以来股价涨幅巨大，截至昨日收盘仍上涨近190%。今日的回调或为获利回吐，投资者仍需关注公司基本面变化及产品销售情况。","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":1641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524943201534168,"gmtCreate":1769186642655,"gmtModify":1769186644874,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108233902095970","idStr":"4108233902095970"},"themes":[],"htmlText":"起飞!","listText":"起飞!","text":"起飞!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524943201534168","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462310202732712,"gmtCreate":1753887128222,"gmtModify":1753887129933,"author":{"id":"4108233902095970","authorId":"4108233902095970","name":"a股韭菜之王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108233902095970","idStr":"4108233902095970"},"themes":[],"htmlText":"马上起飞!","listText":"马上起飞!","text":"马上起飞!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462310202732712","repostId":"2555671300","repostType":4,"repost":{"id":"2555671300","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1753837900,"share":"https://www.laohu8.com/m/news/2555671300?lang=zh_CN&edition=full","pubTime":"2025-07-30 09:11","market":"sh","language":"zh","title":"从今天开始，全球市场将进入“超级72小时”","url":"https://stock-news.laohu8.com/highlight/detail?id=2555671300","media":"华尔街见闻","summary":"本轮市场考验将从周三拉开序幕，届时美国将公布第二季度GDP数据，数小时后美联储将公布利率决议。紧接着，微软、Meta、苹果和亚马逊等科技巨头将在周三和周四盘后相继发布财报，而备受关注的美国7月非农就业报告则将在周五出炉。与此同时，国内政治局会议召开在即，投资者密切关注中国即将释放的经济政策新信号。","content":"<html><head></head><body><blockquote><p>本轮市场考验将从周三拉开序幕，届时美国将公布第二季度GDP数据，数小时后美联储将公布利率决议。紧接着，微软、Meta、苹果和亚马逊等科技巨头将在周三和周四盘后相继发布财报，而备受关注的美国7月非农就业报告则将在周五出炉。与此同时，国内政治局会议召开在即，投资者密切关注中国即将释放的经济政策新信号。</p></blockquote><p style=\"text-align: justify;\">中美两国贸易谈判释放积极信号，但全球市场依然不能掉以轻心，从本周三开始，全球市场将进入一个至关重要的72小时。</p><p style=\"text-align: justify;\">据新华社、央视新闻报道，当地时间7月28日至29日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森特及贸易代表格里尔在瑞典斯德哥尔摩举行中美经贸会谈。双方就中美经贸关系、宏观经济政策等双方共同关心的经贸议题开展了坦诚、深入、富有建设性的交流，回顾并肯定了中美日内瓦经贸会谈共识和伦敦框架落实情况。<strong>根据会谈共识，双方将继续推动已暂停的美方对等关税24%部分以及中方反制措施如期展期90天。</strong></p><p style=\"text-align: justify;\">接下来，一系列密集的美国经济数据、科技巨头财报和关键的贸易政策节点将轮番登场，这些事件的叠加，可能为年内剩余时间的市场走向定下基调。</p><p style=\"text-align: justify;\"><strong>市场考验将从周三拉开序幕，届时美国将公布第二季度GDP数据，数小时后美联储将公布利率决议。紧接着，微软、Meta、苹果和亚马逊等科技巨头将在周三和周四盘后相继发布财报，而备受关注的美国7月非农就业报告则将在周五出炉。</strong></p><p style=\"text-align: justify;\">这些事件中的任何一个都足以引发市场动荡。在美股自4月低点大幅反弹、估值已然高企的背景下，此次“超级周”被市场视为一次严峻考验。Jones Trading的分析师Mike O’Rourke表示，这周“可能被证明是今年最关键的一周”，其结果将测试华尔街的决心。</p><p style=\"text-align: justify;\"><strong>与此同时，市场目光也投向东方，国内政治局会议召开在即，投资者密切关注中国即将释放的经济政策新信号。</strong></p><h2 id=\"id_718625193\">美国经济数据密集出炉</h2><p style=\"text-align: justify;\">本周后半段，一系列重磅经济数据将为判断美国经济健康状况提供关键线索。根据亚特兰大联储的预测，美国第二季度GDP年化增长率预计约为2.9%，这主要反映了进口的下降。此前在一季度，与库存相关的进口激增曾对GDP造成拖累。</p><p style=\"text-align: justify;\">在货币政策方面，尽管特朗普总统坚持认为利率应大幅降低，但市场普遍预计美联储将在周三的会议上维持4.25%至4.5%的利率区间不变。</p><p style=\"text-align: justify;\"><strong>投资者的焦点将集中在美联储主席鲍威尔与其他决策者之间是否存在日益扩大的分歧——一方希望在降息前进一步评估关税对通胀的影响，而另一方则希望尽快行动。</strong></p><p style=\"text-align: justify;\">最后，周五的就业报告预计将显示美国7月新增就业岗位115000个，较前一个月的147000个有所放缓。</p><p style=\"text-align: justify;\">据FactSet的调查，任何方向的意外数据都可能引发跨市场波动。野村证券的衍生品策略师Charlie McElligott指出，“绝对拥挤的数据日程”意味着月末存在“巨大的事件风险”。</p><h2 id=\"id_786451178\">科技巨头财报考验市场成色</h2><p style=\"text-align: justify;\">在数据发布的同时，美股财报季也进入高峰期。微软和Meta定于周三盘后公布业绩，苹果和亚马逊则在周四跟进。这四大科技巨头的总市值超过11万亿美元，其股价表现对华尔街具有举足轻重的影响。</p><p style=\"text-align: justify;\">近几周，受经济保持韧性以及人工智能将推动巨头业务强劲增长的乐观情绪提振，美国股市屡创历史新高。</p><p style=\"text-align: justify;\"><strong>然而，市场的快速上涨也让部分分析师和投资者感到不安。标普500指数今年已上涨8.3%，其未来12个月的预期市盈率高达22倍。</strong></p><p style=\"text-align: justify;\">在这一背景下，科技巨头的业绩和展望将直接考验当前高昂的市场估值是否合理。</p><h2 id=\"id_2204627726\">特朗普关税最后期限将至</h2><p style=\"text-align: justify;\">不确定性还来自于贸易领域。特朗普政府对其尚未达成贸易协议的国家征收“对等”关税的最后期限是华盛顿时间8月1日凌晨12:01。</p><p style=\"text-align: justify;\">近几个月，由于美国与欧盟、日本、英国等主要伙伴达成贸易协议，并与中国关税暂停措施展期90天，投资者情绪有所缓和，华尔街银行也因此下调了对潜在衰退的概率预测。投资者普遍押注，特朗普将避免实施可能引发市场过度波动的关税，或将其推迟至达成协议之后。</p><p style=\"text-align: justify;\">然而，风险依然存在。Satori Insights的全球市场策略师Matt King表示：<strong>“特朗普毕竟是特朗普，关税风险及相关的不确定性依然存在。”</strong></p><h2 id=\"id_3371917002\">中国政策风向引关注</h2><p style=\"text-align: justify;\"><strong>在中国，即将召开的政治局会议成为市场关注的另一个焦点。</strong></p><p style=\"text-align: justify;\">华泰研究分析认为，基于上半年经济数据展现韧性、10月前中美关系有望保持一定确定性并出现边际改善两大宏观背景，政治局会议的关注点或在于：</p><blockquote><p style=\"text-align: justify;\">1. 经济形势判断，近期地产消费出口等高频数据走弱后，稳楼市和提振消费的政策基调是否会进一步增强？</p><p style=\"text-align: justify;\">2. 房地产对“止跌回稳”判断是否有更一步强化，后续的政策抓手能否明晰？</p><p style=\"text-align: justify;\">3. “反内卷”和去产能政策目标、任务分解和实施路径；</p><p style=\"text-align: justify;\">4. 财政货币或延续4月以来政策基调，市场预期较低。</p></blockquote></body></html>","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>从今天开始，全球市场将进入“超级72小时”</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从今天开始，全球市场将进入“超级72小时”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-30 09:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3752198><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本轮市场考验将从周三拉开序幕，届时美国将公布第二季度GDP数据，数小时后美联储将公布利率决议。紧接着，微软、Meta、苹果和亚马逊等科技巨头将在周三和周四盘后相继发布财报，而备受关注的美国7月非农就业报告则将在周五出炉。与此同时，国内政治局会议召开在即，投资者密切关注中国即将释放的经济政策新信号。中美两国贸易谈判释放积极信号，但全球市场依然不能掉以轻心，从本周三开始，全球市场将进入一个至关重要的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752198\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3752198","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2555671300","content_text":"本轮市场考验将从周三拉开序幕，届时美国将公布第二季度GDP数据，数小时后美联储将公布利率决议。紧接着，微软、Meta、苹果和亚马逊等科技巨头将在周三和周四盘后相继发布财报，而备受关注的美国7月非农就业报告则将在周五出炉。与此同时，国内政治局会议召开在即，投资者密切关注中国即将释放的经济政策新信号。中美两国贸易谈判释放积极信号，但全球市场依然不能掉以轻心，从本周三开始，全球市场将进入一个至关重要的72小时。据新华社、央视新闻报道，当地时间7月28日至29日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森特及贸易代表格里尔在瑞典斯德哥尔摩举行中美经贸会谈。双方就中美经贸关系、宏观经济政策等双方共同关心的经贸议题开展了坦诚、深入、富有建设性的交流，回顾并肯定了中美日内瓦经贸会谈共识和伦敦框架落实情况。根据会谈共识，双方将继续推动已暂停的美方对等关税24%部分以及中方反制措施如期展期90天。接下来，一系列密集的美国经济数据、科技巨头财报和关键的贸易政策节点将轮番登场，这些事件的叠加，可能为年内剩余时间的市场走向定下基调。市场考验将从周三拉开序幕，届时美国将公布第二季度GDP数据，数小时后美联储将公布利率决议。紧接着，微软、Meta、苹果和亚马逊等科技巨头将在周三和周四盘后相继发布财报，而备受关注的美国7月非农就业报告则将在周五出炉。这些事件中的任何一个都足以引发市场动荡。在美股自4月低点大幅反弹、估值已然高企的背景下，此次“超级周”被市场视为一次严峻考验。Jones Trading的分析师Mike O’Rourke表示，这周“可能被证明是今年最关键的一周”，其结果将测试华尔街的决心。与此同时，市场目光也投向东方，国内政治局会议召开在即，投资者密切关注中国即将释放的经济政策新信号。美国经济数据密集出炉本周后半段，一系列重磅经济数据将为判断美国经济健康状况提供关键线索。根据亚特兰大联储的预测，美国第二季度GDP年化增长率预计约为2.9%，这主要反映了进口的下降。此前在一季度，与库存相关的进口激增曾对GDP造成拖累。在货币政策方面，尽管特朗普总统坚持认为利率应大幅降低，但市场普遍预计美联储将在周三的会议上维持4.25%至4.5%的利率区间不变。投资者的焦点将集中在美联储主席鲍威尔与其他决策者之间是否存在日益扩大的分歧——一方希望在降息前进一步评估关税对通胀的影响，而另一方则希望尽快行动。最后，周五的就业报告预计将显示美国7月新增就业岗位115000个，较前一个月的147000个有所放缓。据FactSet的调查，任何方向的意外数据都可能引发跨市场波动。野村证券的衍生品策略师Charlie McElligott指出，“绝对拥挤的数据日程”意味着月末存在“巨大的事件风险”。科技巨头财报考验市场成色在数据发布的同时，美股财报季也进入高峰期。微软和Meta定于周三盘后公布业绩，苹果和亚马逊则在周四跟进。这四大科技巨头的总市值超过11万亿美元，其股价表现对华尔街具有举足轻重的影响。近几周，受经济保持韧性以及人工智能将推动巨头业务强劲增长的乐观情绪提振，美国股市屡创历史新高。然而，市场的快速上涨也让部分分析师和投资者感到不安。标普500指数今年已上涨8.3%，其未来12个月的预期市盈率高达22倍。在这一背景下，科技巨头的业绩和展望将直接考验当前高昂的市场估值是否合理。特朗普关税最后期限将至不确定性还来自于贸易领域。特朗普政府对其尚未达成贸易协议的国家征收“对等”关税的最后期限是华盛顿时间8月1日凌晨12:01。近几个月，由于美国与欧盟、日本、英国等主要伙伴达成贸易协议，并与中国关税暂停措施展期90天，投资者情绪有所缓和，华尔街银行也因此下调了对潜在衰退的概率预测。投资者普遍押注，特朗普将避免实施可能引发市场过度波动的关税，或将其推迟至达成协议之后。然而，风险依然存在。Satori Insights的全球市场策略师Matt King表示：“特朗普毕竟是特朗普，关税风险及相关的不确定性依然存在。”中国政策风向引关注在中国，即将召开的政治局会议成为市场关注的另一个焦点。华泰研究分析认为，基于上半年经济数据展现韧性、10月前中美关系有望保持一定确定性并出现边际改善两大宏观背景，政治局会议的关注点或在于：1. 经济形势判断，近期地产消费出口等高频数据走弱后，稳楼市和提振消费的政策基调是否会进一步增强？2. 房地产对“止跌回稳”判断是否有更一步强化，后续的政策抓手能否明晰？3. “反内卷”和去产能政策目标、任务分解和实施路径；4. 财政货币或延续4月以来政策基调，市场预期较低。","news_type":1,"symbols_score_info":{".SPX":1.1,".DJI":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}