社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
吴晏祖
∑(´△｀)？！
IP属地：江苏
+关注
帖子 · 1,872
帖子 · 1,872
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
吴晏祖
吴晏祖
·
07-07
$上证指数(000001.SH)$
老乡，在吗？
看
596
回复
评论
点赞
2
编组 21备份 2
分享
举报
吴晏祖
吴晏祖
·
06-17
$SPAC上市公司(BK4562)$
看
680
回复
评论
点赞
1
编组 21备份 2
分享
举报
吴晏祖
吴晏祖
·
01-09
[财迷]
美国中产崛起，高盛押注美股2026“消费牛”接棒AI
高盛集团由Ben Snider领导的一支团队将目光投向了那些受益于中产阶级消费者扩大支出的公司。Snider的团队看好医疗保健提供商、材料生产商和必需消费品制造商。Snider的团队在1月6日给投资者的报告中写道：“暴露于中等收入消费支出的股票特别具有吸引力。价值股在2026年初将继续跑赢大盘。中等收入消费者的实际收入增长将加速，这应该转化为销售额增长的改善。”
美国中产崛起，高盛押注美股2026“消费牛”接棒AI
看
3,006
回复
评论
点赞
1
编组 21备份 2
分享
举报
吴晏祖
吴晏祖
·
2025-10-20
那数千亿的股票市值只是纸面财富空中楼阁，谁先跑的快才有钱
看
4,615
回复
评论
点赞
1
编组 21备份 2
分享
举报
吴晏祖
吴晏祖
·
2025-09-22
说说你对这篇新闻的看法...
证监会：深化科创板、创业板、北交所改革，完善发行上市等制度机制，培育壮大耐心资本
中共中国证券监督管理委员会委员会发布关于二十届中央第三轮巡视整改进展情况的通报。下一步，中国证监会党委将落实落细全面深化资本市场改革各项部署。深入落实党的二十届三中全会部署，加快推进新一轮全面深化资本市场改革任务落地。聚焦服务新质生产力发展，深化科创板、创业板、北交所改革，完善发行上市等制度机制，培育壮大耐心资本。加快多层次债券市场发展，推动完善中国特色期货监管制度和业务模式。扩大高水平制度型开放，提升我国资本市场的吸引力竞争力。
证监会：深化科创板、创业板、北交所改革，完善发行上市等制度机制，培育壮大耐心资本
看
4,576
回复
评论
点赞
1
编组 21备份 2
分享
举报
吴晏祖
吴晏祖
·
2025-08-21
$一亩田(YMT)$
跌倒1美元我就买，加油
看
5,759
回复
1
点赞
3
编组 21备份 2
分享
举报
吴晏祖
吴晏祖
·
2025-08-19
$一亩田(YMT)$
今天开的好早啊
看
3,839
回复
评论
点赞
2
编组 21备份 2
分享
举报
吴晏祖
吴晏祖
·
2025-08-08
我觉得是看结果，你赚钱了可以随便说自己是投资有眼光才赚的，亏了那就跟赌博没啥区别，胜者为王败者为寇。举个例子吧，如果巴菲特一开始炒的是a股并且亏得裤衩都不剩，谁还会认识这位股神。
看
5,957
回复
评论
点赞
1
编组 21备份 2
分享
举报
吴晏祖
吴晏祖
·
2025-08-08
同样的钱可以在国外买大别墅
北京楼市新政：符合条件家庭五环外购房不限套数
自2025年8月9日起施行。
北京楼市新政：符合条件家庭五环外购房不限套数
看
3,620
回复
评论
点赞
2
编组 21备份 2
分享
举报
吴晏祖
吴晏祖
·
2025-08-05
$上证指数(000001.SH)$
老乡快跑，否则来不及了
看
3,983
回复
评论
点赞
2
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3472509891364152","uuid":"3472509891364152","gmtCreate":1509415870979,"gmtModify":1781883809215,"name":"吴晏祖","pinyin":"wyzwuyanzu","introduction":"","introductionEn":"","signature":"∑(´△｀)？！","avatar":"https://static.tigerbbs.com/a9bf0a63c99757ff71903098bba5aae6","hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","hatId":"shopping-a173988f73317c8c827414dba13fcbd5","hatName":"十周年头像框","vip":1,"status":2,"fanSize":336,"headSize":48,"tweetSize":1872,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":65,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.03","exceedPercentage":"93.50%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.04.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.64%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.04.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":1,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":583217228276848,"gmtCreate":1783418458329,"gmtModify":1783418460513,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"吴晏祖","avatar":"https://static.tigerbbs.com/a9bf0a63c99757ff71903098bba5aae6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472509891364152","idStr":"3472509891364152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> 老乡，在吗？","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> 老乡，在吗？","text":"$上证指数(000001.SH)$ 老乡，在吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583217228276848","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576054885184816,"gmtCreate":1781652281505,"gmtModify":1781659750275,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"吴晏祖","avatar":"https://static.tigerbbs.com/a9bf0a63c99757ff71903098bba5aae6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472509891364152","idStr":"3472509891364152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BK4562\">$SPAC上市公司(BK4562)$</a> ","listText":"<a href=\"https://laohu8.com/S/BK4562\">$SPAC上市公司(BK4562)$</a> ","text":"$SPAC上市公司(BK4562)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576054885184816","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519709388099960,"gmtCreate":1767903509515,"gmtModify":1767903511811,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"吴晏祖","avatar":"https://static.tigerbbs.com/a9bf0a63c99757ff71903098bba5aae6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472509891364152","idStr":"3472509891364152"},"themes":[],"title":"","htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519709388099960","repostId":"1122189347","repostType":2,"repost":{"id":"1122189347","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1767871406,"share":"https://www.laohunote.com/m/news/1122189347?lang=zh_CN&edition=full","pubTime":"2026-01-08 19:23","market":"us","language":"zh","title":"美国中产崛起，高盛押注美股2026“消费牛”接棒AI","url":"https://stock-news.laohu8.com/highlight/detail?id=1122189347","media":"智通财经APP","summary":"高盛集团由Ben Snider领导的一支团队将目光投向了那些受益于中产阶级消费者扩大支出的公司。Snider的团队看好医疗保健提供商、材料生产商和必需消费品制造商。Snider的团队在1月6日给投资者的报告中写道：“暴露于中等收入消费支出的股票特别具有吸引力。价值股在2026年初将继续跑赢大盘。中等收入消费者的实际收入增长将加速，这应该转化为销售额增长的改善。”","content":"<html><head></head><body><p style=\"text-align: justify;\">随着市场担忧人工智能(AI)相关交易热潮降温，华尔街各大策略师正积极寻找美股牛市新的增长引擎。</p><p style=\"text-align: justify;\">以Ben Snider为首的高盛分析师团队将目光锁定在受益于中产阶层消费支出增加的企业上。Snider团队看好医疗服务提供商、材料生产商和必需消费品制造商，同时对那些销售“锦上添花”型非刚需商品的企业尤为看涨。</p><p style=\"text-align: justify;\">这类企业涵盖高端服饰配饰零售商、家居用品生产商、旅行社以及博彩运营商。高盛团队分析指出，美国经济增速有望加快，这将带动一批增长稳定但利润率偏低的企业盈利改善——而这类公司自去年10月以来表现一直领先市场。</p><p style=\"text-align: justify;\">Snider团队在1月6日发布的投资者报告中写道：“对中产阶层消费支出敞口较大的股票尤其具有吸引力。2026年初，价值股的表现将持续领跑市场。中产阶层实际收入增速有望加快，这一趋势将转化为企业销售额的增长动力。”</p><p style=\"text-align: justify;\">涵盖车美仕(KMX.US)、Etsy(ETSY.US)和Academy Sports & Outdoors(ASO.US)等公司的标普零售精选行业指数，自年初以来已累计上涨3.5%，自去年11月繁忙假日购物季开始以来则上涨了8.8%。</p><p style=\"text-align: justify;\">高盛团队预计，多重利好因素将为消费市场注入动力，例如，特朗普政府时期加征关税带来的利空影响正逐步消退、劳动力市场趋于稳定，以及美国政府去年出台的重大法案落地后释放的退税红利，都将提振消费活力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da42fb6be0d582611a93b2f2cbb62ab1\" alt=\"image.png\" title=\"image.png\" tg-width=\"538\" tg-height=\"353\"/><span>image.png</span></p><p style=\"text-align: justify;\">当前，投资者正急于为过去三年引领市场上涨的AI概念股寻找替代方向，此前以“七巨头”为首的AI板块一直是市场的绝对主角。</p><p style=\"text-align: justify;\">接受一项调查的经济学家预测，在消费支出的拉动下，美国经济今年将实现2.1%的增长。这一预期推动投资者将资金转向近年来表现滞后的板块。</p><p style=\"text-align: justify;\">野村证券国际跨资产宏观策略师Charlie McElligott表示：“市场正上调对美国经济增长的预期。若这一趋势延续，将利好更为传统的价值股板块。”</p><p style=\"text-align: justify;\">他在接受采访时补充道：“去年的市场呈现出明显分化态势，仅靠12只个股撑起了整个市场的上涨行情。而现在，市场的上涨正朝着更广泛的领域扩散。”</p><p style=\"text-align: justify;\">“投资者正开始转向市场中贝塔系数更高的板块，”McElligott解释称，这类板块往往波动较大，且与美国普通消费者的经济状况紧密相关。</p><p style=\"text-align: justify;\">迪克体育用品(DKS.US)正是这一轮潜在板块轮动的早期受益者。这家总部位于宾夕法尼亚州科拉奥波利斯市的企业主营高尔夫球杆、足球鞋、网球拍等体育用品。该公司2025年股价暴跌13%，但进入2026年后开局强劲，仅四个交易日股价就上涨6.1%，升至210.08美元。</p><p style=\"text-align: justify;\">据Susquehanna International Group衍生品策略联席主管Chris Murphy透露，在周二的期权交易中，有投资者押注该股将回升至250美元的历史高点——这一价位是该零售商在2025年初创下的。这笔期权头寸的权利金成本为8.4万美元，潜在最高收益可达350万美元。</p><p style=\"text-align: justify;\">除迪克体育用品外，高盛还列出了另外五家受益于中产阶层财富增长的零售连锁企业，包括伯灵顿百货(BURL.US)、百思买(BBY.US)、Five Below(FIVE.US)、李维斯(LEVI.US)以及Gap(GAP.US)。</p><p style=\"text-align: justify;\">诚然，实体零售商一直面临着亚马逊(AMZN.US)等电商巨头的激烈竞争。但在大型科技及AI驱动型企业估值高企的背景下，投资者似乎正将更多目光投向其他投资机会。</p><p style=\"text-align: justify;\">至少在2026年初，价值股板块俨然成了市场中的“价值洼地”。McElligott直言：“成长股的估值已经贵得离谱了。”</p></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>美国中产崛起，高盛押注美股2026“消费牛”接棒AI</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美国中产崛起，高盛押注美股2026“消费牛”接棒AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2026-01-08 19:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">随着市场担忧人工智能(AI)相关交易热潮降温，华尔街各大策略师正积极寻找美股牛市新的增长引擎。</p><p style=\"text-align: justify;\">以Ben Snider为首的高盛分析师团队将目光锁定在受益于中产阶层消费支出增加的企业上。Snider团队看好医疗服务提供商、材料生产商和必需消费品制造商，同时对那些销售“锦上添花”型非刚需商品的企业尤为看涨。</p><p style=\"text-align: justify;\">这类企业涵盖高端服饰配饰零售商、家居用品生产商、旅行社以及博彩运营商。高盛团队分析指出，美国经济增速有望加快，这将带动一批增长稳定但利润率偏低的企业盈利改善——而这类公司自去年10月以来表现一直领先市场。</p><p style=\"text-align: justify;\">Snider团队在1月6日发布的投资者报告中写道：“对中产阶层消费支出敞口较大的股票尤其具有吸引力。2026年初，价值股的表现将持续领跑市场。中产阶层实际收入增速有望加快，这一趋势将转化为企业销售额的增长动力。”</p><p style=\"text-align: justify;\">涵盖车美仕(KMX.US)、Etsy(ETSY.US)和Academy Sports & Outdoors(ASO.US)等公司的标普零售精选行业指数，自年初以来已累计上涨3.5%，自去年11月繁忙假日购物季开始以来则上涨了8.8%。</p><p style=\"text-align: justify;\">高盛团队预计，多重利好因素将为消费市场注入动力，例如，特朗普政府时期加征关税带来的利空影响正逐步消退、劳动力市场趋于稳定，以及美国政府去年出台的重大法案落地后释放的退税红利，都将提振消费活力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da42fb6be0d582611a93b2f2cbb62ab1\" alt=\"image.png\" title=\"image.png\" tg-width=\"538\" tg-height=\"353\"/><span>image.png</span></p><p style=\"text-align: justify;\">当前，投资者正急于为过去三年引领市场上涨的AI概念股寻找替代方向，此前以“七巨头”为首的AI板块一直是市场的绝对主角。</p><p style=\"text-align: justify;\">接受一项调查的经济学家预测，在消费支出的拉动下，美国经济今年将实现2.1%的增长。这一预期推动投资者将资金转向近年来表现滞后的板块。</p><p style=\"text-align: justify;\">野村证券国际跨资产宏观策略师Charlie McElligott表示：“市场正上调对美国经济增长的预期。若这一趋势延续，将利好更为传统的价值股板块。”</p><p style=\"text-align: justify;\">他在接受采访时补充道：“去年的市场呈现出明显分化态势，仅靠12只个股撑起了整个市场的上涨行情。而现在，市场的上涨正朝着更广泛的领域扩散。”</p><p style=\"text-align: justify;\">“投资者正开始转向市场中贝塔系数更高的板块，”McElligott解释称，这类板块往往波动较大，且与美国普通消费者的经济状况紧密相关。</p><p style=\"text-align: justify;\">迪克体育用品(DKS.US)正是这一轮潜在板块轮动的早期受益者。这家总部位于宾夕法尼亚州科拉奥波利斯市的企业主营高尔夫球杆、足球鞋、网球拍等体育用品。该公司2025年股价暴跌13%，但进入2026年后开局强劲，仅四个交易日股价就上涨6.1%，升至210.08美元。</p><p style=\"text-align: justify;\">据Susquehanna International Group衍生品策略联席主管Chris Murphy透露，在周二的期权交易中，有投资者押注该股将回升至250美元的历史高点——这一价位是该零售商在2025年初创下的。这笔期权头寸的权利金成本为8.4万美元，潜在最高收益可达350万美元。</p><p style=\"text-align: justify;\">除迪克体育用品外，高盛还列出了另外五家受益于中产阶层财富增长的零售连锁企业，包括伯灵顿百货(BURL.US)、百思买(BBY.US)、Five Below(FIVE.US)、李维斯(LEVI.US)以及Gap(GAP.US)。</p><p style=\"text-align: justify;\">诚然，实体零售商一直面临着亚马逊(AMZN.US)等电商巨头的激烈竞争。但在大型科技及AI驱动型企业估值高企的背景下，投资者似乎正将更多目光投向其他投资机会。</p><p style=\"text-align: justify;\">至少在2026年初，价值股板块俨然成了市场中的“价值洼地”。McElligott直言：“成长股的估值已经贵得离谱了。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯","NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122189347","content_text":"随着市场担忧人工智能(AI)相关交易热潮降温，华尔街各大策略师正积极寻找美股牛市新的增长引擎。以Ben Snider为首的高盛分析师团队将目光锁定在受益于中产阶层消费支出增加的企业上。Snider团队看好医疗服务提供商、材料生产商和必需消费品制造商，同时对那些销售“锦上添花”型非刚需商品的企业尤为看涨。这类企业涵盖高端服饰配饰零售商、家居用品生产商、旅行社以及博彩运营商。高盛团队分析指出，美国经济增速有望加快，这将带动一批增长稳定但利润率偏低的企业盈利改善——而这类公司自去年10月以来表现一直领先市场。Snider团队在1月6日发布的投资者报告中写道：“对中产阶层消费支出敞口较大的股票尤其具有吸引力。2026年初，价值股的表现将持续领跑市场。中产阶层实际收入增速有望加快，这一趋势将转化为企业销售额的增长动力。”涵盖车美仕(KMX.US)、Etsy(ETSY.US)和Academy Sports & Outdoors(ASO.US)等公司的标普零售精选行业指数，自年初以来已累计上涨3.5%，自去年11月繁忙假日购物季开始以来则上涨了8.8%。高盛团队预计，多重利好因素将为消费市场注入动力，例如，特朗普政府时期加征关税带来的利空影响正逐步消退、劳动力市场趋于稳定，以及美国政府去年出台的重大法案落地后释放的退税红利，都将提振消费活力。image.png当前，投资者正急于为过去三年引领市场上涨的AI概念股寻找替代方向，此前以“七巨头”为首的AI板块一直是市场的绝对主角。接受一项调查的经济学家预测，在消费支出的拉动下，美国经济今年将实现2.1%的增长。这一预期推动投资者将资金转向近年来表现滞后的板块。野村证券国际跨资产宏观策略师Charlie McElligott表示：“市场正上调对美国经济增长的预期。若这一趋势延续，将利好更为传统的价值股板块。”他在接受采访时补充道：“去年的市场呈现出明显分化态势，仅靠12只个股撑起了整个市场的上涨行情。而现在，市场的上涨正朝着更广泛的领域扩散。”“投资者正开始转向市场中贝塔系数更高的板块，”McElligott解释称，这类板块往往波动较大，且与美国普通消费者的经济状况紧密相关。迪克体育用品(DKS.US)正是这一轮潜在板块轮动的早期受益者。这家总部位于宾夕法尼亚州科拉奥波利斯市的企业主营高尔夫球杆、足球鞋、网球拍等体育用品。该公司2025年股价暴跌13%，但进入2026年后开局强劲，仅四个交易日股价就上涨6.1%，升至210.08美元。据Susquehanna International Group衍生品策略联席主管Chris Murphy透露，在周二的期权交易中，有投资者押注该股将回升至250美元的历史高点——这一价位是该零售商在2025年初创下的。这笔期权头寸的权利金成本为8.4万美元，潜在最高收益可达350万美元。除迪克体育用品外，高盛还列出了另外五家受益于中产阶层财富增长的零售连锁企业，包括伯灵顿百货(BURL.US)、百思买(BBY.US)、Five Below(FIVE.US)、李维斯(LEVI.US)以及Gap(GAP.US)。诚然，实体零售商一直面临着亚马逊(AMZN.US)等电商巨头的激烈竞争。但在大型科技及AI驱动型企业估值高企的背景下，投资者似乎正将更多目光投向其他投资机会。至少在2026年初，价值股板块俨然成了市场中的“价值洼地”。McElligott直言：“成长股的估值已经贵得离谱了。”","news_type":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2}},"isVote":1,"tweetType":1,"viewCount":3006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":491240956535496,"gmtCreate":1760952714689,"gmtModify":1760952717163,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"吴晏祖","avatar":"https://static.tigerbbs.com/a9bf0a63c99757ff71903098bba5aae6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472509891364152","idStr":"3472509891364152"},"themes":[],"title":"","htmlText":"那数千亿的股票市值只是纸面财富空中楼阁，谁先跑的快才有钱","listText":"那数千亿的股票市值只是纸面财富空中楼阁，谁先跑的快才有钱","text":"那数千亿的股票市值只是纸面财富空中楼阁，谁先跑的快才有钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491240956535496","isVote":1,"tweetType":1,"viewCount":4615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481361203704320,"gmtCreate":1758543995940,"gmtModify":1758543998350,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"吴晏祖","avatar":"https://static.tigerbbs.com/a9bf0a63c99757ff71903098bba5aae6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472509891364152","idStr":"3472509891364152"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481361203704320","repostId":"1122662467","repostType":4,"repost":{"id":"1122662467","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":1758537750,"share":"https://www.laohunote.com/m/news/1122662467?lang=zh_CN&edition=full","pubTime":"2025-09-22 18:42","market":"sh","language":"zh","title":"证监会：深化科创板、创业板、北交所改革，完善发行上市等制度机制，培育壮大耐心资本","url":"https://stock-news.laohu8.com/highlight/detail?id=1122662467","media":"老虎资讯综合","summary":"中共中国证券监督管理委员会委员会发布关于二十届中央第三轮巡视整改进展情况的通报。下一步，中国证监会党委将落实落细全面深化资本市场改革各项部署。深入落实党的二十届三中全会部署，加快推进新一轮全面深化资本市场改革任务落地。聚焦服务新质生产力发展，深化科创板、创业板、北交所改革，完善发行上市等制度机制，培育壮大耐心资本。加快多层次债券市场发展，推动完善中国特色期货监管制度和业务模式。扩大高水平制度型开放，提升我国资本市场的吸引力竞争力。","content":"<html><head></head><body><p>中共中国证券监督管理委员会委员会发布关于二十届中央第三轮巡视整改进展情况的通报。下一步，中国证监会党委将落实落细全面深化资本市场改革各项部署。深入落实党的二十届三中全会部署，加快推进新一轮全面深化资本市场改革任务落地。聚焦服务新质生产力发展，深化科创板、创业板、北交所改革，完善发行上市等制度机制，培育壮大耐心资本。加快多层次债券市场发展，推动完善中国特色期货监管制度和业务模式。扩大高水平制度型开放，提升我国资本市场的吸引力竞争力。</p><p>中国证监会党委将以永远在路上的坚韧和执着，严肃认真抓好持续整改，不断巩固拓展整改成效。驻证监会纪检监察组将持续加大对巡视整改工作的监督。全面提升风险化解处置和监管执法能力。坚持投融资协调发展，深入推进公募基金改革，协同各方持续推动各类中长期资金入市和占比提升，加强战略性力量储备和稳市机制建设。突出依法严惩、依责严防，加快补齐上市公司、行业机构等法规制度短板，统筹扩大检查覆盖面和提升检查有效性，进一步提高违法违规线索发现能力，完善与相关部委、地方党委政府对第三方配合造假的综合惩戒协作机制，进一步健全“准入—持续监管—退出”全链条监管体系，更好发挥日常监管的修复纠正功能和稽查执法的重拳治理效能。出台更多保护投资者合法权益的硬招实招。</p><p>（中国证券监督管理委员会）</p></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>证监会：深化科创板、创业板、北交所改革，完善发行上市等制度机制，培育壮大耐心资本</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证监会：深化科创板、创业板、北交所改革，完善发行上市等制度机制，培育壮大耐心资本\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\">2025-09-22 18:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>中共中国证券监督管理委员会委员会发布关于二十届中央第三轮巡视整改进展情况的通报。下一步，中国证监会党委将落实落细全面深化资本市场改革各项部署。深入落实党的二十届三中全会部署，加快推进新一轮全面深化资本市场改革任务落地。聚焦服务新质生产力发展，深化科创板、创业板、北交所改革，完善发行上市等制度机制，培育壮大耐心资本。加快多层次债券市场发展，推动完善中国特色期货监管制度和业务模式。扩大高水平制度型开放，提升我国资本市场的吸引力竞争力。</p><p>中国证监会党委将以永远在路上的坚韧和执着，严肃认真抓好持续整改，不断巩固拓展整改成效。驻证监会纪检监察组将持续加大对巡视整改工作的监督。全面提升风险化解处置和监管执法能力。坚持投融资协调发展，深入推进公募基金改革，协同各方持续推动各类中长期资金入市和占比提升，加强战略性力量储备和稳市机制建设。突出依法严惩、依责严防，加快补齐上市公司、行业机构等法规制度短板，统筹扩大检查覆盖面和提升检查有效性，进一步提高违法违规线索发现能力，完善与相关部委、地方党委政府对第三方配合造假的综合惩戒协作机制，进一步健全“准入—持续监管—退出”全链条监管体系，更好发挥日常监管的修复纠正功能和稽查执法的重拳治理效能。出台更多保护投资者合法权益的硬招实招。</p><p>（中国证券监督管理委员会）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122662467","content_text":"中共中国证券监督管理委员会委员会发布关于二十届中央第三轮巡视整改进展情况的通报。下一步，中国证监会党委将落实落细全面深化资本市场改革各项部署。深入落实党的二十届三中全会部署，加快推进新一轮全面深化资本市场改革任务落地。聚焦服务新质生产力发展，深化科创板、创业板、北交所改革，完善发行上市等制度机制，培育壮大耐心资本。加快多层次债券市场发展，推动完善中国特色期货监管制度和业务模式。扩大高水平制度型开放，提升我国资本市场的吸引力竞争力。中国证监会党委将以永远在路上的坚韧和执着，严肃认真抓好持续整改，不断巩固拓展整改成效。驻证监会纪检监察组将持续加大对巡视整改工作的监督。全面提升风险化解处置和监管执法能力。坚持投融资协调发展，深入推进公募基金改革，协同各方持续推动各类中长期资金入市和占比提升，加强战略性力量储备和稳市机制建设。突出依法严惩、依责严防，加快补齐上市公司、行业机构等法规制度短板，统筹扩大检查覆盖面和提升检查有效性，进一步提高违法违规线索发现能力，完善与相关部委、地方党委政府对第三方配合造假的综合惩戒协作机制，进一步健全“准入—持续监管—退出”全链条监管体系，更好发挥日常监管的修复纠正功能和稽查执法的重拳治理效能。出台更多保护投资者合法权益的硬招实招。（中国证券监督管理委员会）","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469917693297008,"gmtCreate":1755757507334,"gmtModify":1755757508448,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"吴晏祖","avatar":"https://static.tigerbbs.com/a9bf0a63c99757ff71903098bba5aae6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472509891364152","idStr":"3472509891364152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YMT\">$一亩田(YMT)$</a> 跌倒1美元我就买，加油","listText":"<a href=\"https://laohu8.com/S/YMT\">$一亩田(YMT)$</a> 跌倒1美元我就买，加油","text":"$一亩田(YMT)$ 跌倒1美元我就买，加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/469917693297008","isVote":1,"tweetType":1,"viewCount":5759,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199537022909542","authorId":"4199537022909542","name":"股市獵手","avatar":"https://static.tigerbbs.com/4fd9af5917d64bde733927002a3f8faf","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4199537022909542","idStr":"4199537022909542"},"content":"我等着它破产，打新多亏就打了10股，都赔了一半[生气]","text":"我等着它破产，打新多亏就打了10股，都赔了一半[生气]","html":"我等着它破产，打新多亏就打了10股，都赔了一半[生气]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469328064368792,"gmtCreate":1755613377060,"gmtModify":1755613695176,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"吴晏祖","avatar":"https://static.tigerbbs.com/a9bf0a63c99757ff71903098bba5aae6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472509891364152","idStr":"3472509891364152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YMT\">$一亩田(YMT)$</a> 今天开的好早啊","listText":"<a href=\"https://laohu8.com/S/YMT\">$一亩田(YMT)$</a> 今天开的好早啊","text":"$一亩田(YMT)$ 今天开的好早啊","images":[{"img":"https://static.tigerbbs.com/8de4f8323157fc89b9057a43dd970889","width":"508","height":"988"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469328064368792","isVote":1,"tweetType":1,"viewCount":3839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":465425714209232,"gmtCreate":1754654926530,"gmtModify":1754654928792,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"吴晏祖","avatar":"https://static.tigerbbs.com/a9bf0a63c99757ff71903098bba5aae6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472509891364152","idStr":"3472509891364152"},"themes":[],"title":"","htmlText":"我觉得是看结果，你赚钱了可以随便说自己是投资有眼光才赚的，亏了那就跟赌博没啥区别，胜者为王败者为寇。举个例子吧，如果巴菲特一开始炒的是a股并且亏得裤衩都不剩，谁还会认识这位股神。","listText":"我觉得是看结果，你赚钱了可以随便说自己是投资有眼光才赚的，亏了那就跟赌博没啥区别，胜者为王败者为寇。举个例子吧，如果巴菲特一开始炒的是a股并且亏得裤衩都不剩，谁还会认识这位股神。","text":"我觉得是看结果，你赚钱了可以随便说自己是投资有眼光才赚的，亏了那就跟赌博没啥区别，胜者为王败者为寇。举个例子吧，如果巴菲特一开始炒的是a股并且亏得裤衩都不剩，谁还会认识这位股神。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465425714209232","isVote":1,"tweetType":1,"viewCount":5957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465417576489048,"gmtCreate":1754652583573,"gmtModify":1754652585338,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"吴晏祖","avatar":"https://static.tigerbbs.com/a9bf0a63c99757ff71903098bba5aae6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472509891364152","idStr":"3472509891364152"},"themes":[],"title":"","htmlText":"同样的钱可以在国外买大别墅","listText":"同样的钱可以在国外买大别墅","text":"同样的钱可以在国外买大别墅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465417576489048","repostId":"1172805865","repostType":4,"repost":{"id":"1172805865","kind":"news","pubTimestamp":1754651428,"share":"https://www.laohunote.com/m/news/1172805865?lang=zh_CN&edition=full","pubTime":"2025-08-08 19:10","market":"sh","language":"zh","title":"北京楼市新政：符合条件家庭五环外购房不限套数","url":"https://stock-news.laohu8.com/highlight/detail?id=1172805865","media":"央视新闻","summary":"自2025年8月9日起施行。","content":"<html><head></head><body><p>8月8日晚，北京市住房和城乡建设委员会、北京住房公积金管理中心联合印发《关于进一步优化调整本市房地产相关政策的通知》（以下简称《通知》），<strong>自2025年8月9日起施行。</strong></p><p style=\"text-align: justify;\"><strong>一、《通知》明确符合条件家庭在北京市五环外不再限制购房套数</strong></p><p style=\"text-align: justify;\">北京城市总体规划实施以来，五环外平原新城地区宜居宜业水平和综合承载力显著提升，为了更好地满足居民改善性住房需求，促进职住平衡，《通知》明确，符合北京市商品住房购买条件的居民家庭，购买五环外商品住房（含新建商品住房和二手住房）不限套数。即：<strong>京籍居民家庭、在北京市连续缴纳社会保险或个人所得税满2年及以上的非京籍居民家庭，购买五环外商品住房不限套数。</strong>同时，《通知》明确，对成年单身人士在北京市购买商品住房的，按照居民家庭执行限购政策。</p><p style=\"text-align: justify;\">居民家庭购买五环内商品住房的政策不变，京籍居民家庭五环内限购2套，在北京市连续缴纳社会保险或个人所得税满3年及以上的非京籍居民家庭五环内限购1套。</p><p style=\"text-align: justify;\"><strong>二、《通知》从四方面加大了住房公积金支持力度</strong></p><p style=\"text-align: justify;\"><strong>（一）扩大首套房公积金贷款支持范围。</strong>《通知》明确，<strong>对借款申请人（含共同申请人，下同）在北京市无住房但全国范围内有1笔已结清公积金贷款记录的，由此前认定为二套房，调整成认定为首套房。</strong>以房屋总价400万元，公积金贷款100万元、贷款年限30年为例，由二套房调整为首套房后，首付款最高减少60万元，月供最高减少253元。</p><p style=\"text-align: justify;\"><strong>（二）加大二套房公积金贷款支持力度。</strong>在最高贷款额度方面，《通知》明确，<strong>将二套房公积金贷款最高额度由60万元提高至100万元，大力支持改善性住房需求。</strong>如借款人满足适用公积金支持建筑绿色发展、支持多子女家庭购房等政策的条件，还能享受贷款额度上浮的政策优惠，最多上浮40万元，最高可贷款140万元。</p><p style=\"text-align: justify;\">在最低首付款比例方面，《通知》明确，将二套房公积金贷款最低首付款比例，由购买五环内住房不低于35%、购买五环外住房不低于30%，统一调整为不低于30%，不再区分五环内外。</p><p style=\"text-align: justify;\"><strong>（三）提高每缴存公积金一年可贷额度。</strong>《通知》明确，<strong>由每缴存公积金一年可贷10万元提高至可贷15万元。借款人申请120万元贷款，由原需要缴存公积金11年零1个月，降低为缴存7年零1个月。</strong>如借款人满足适用公积金支持建筑绿色发展、支持多子女家庭购房等政策的条件，还能享受贷款额度上浮的政策优惠，最多上浮40万元，首套住房最高可贷款160万元。</p><p style=\"text-align: justify;\">（四）<strong>落实《北京市深化改革提振消费专项行动方案》。</strong>《通知》明确，<strong>支持缴存人在提取公积金支付购房首付款的同时申请公积金贷款。</strong>目前，缴存职工购买北京市新建住房且已签订购房合同的，可通过提供网签合同编号提取住房公积金支付购房首付款，同时申请公积金贷款。</p><p style=\"text-align: justify;\">（总台记者 高雪）</p></body></html>","source":"YSXW","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>北京楼市新政：符合条件家庭五环外购房不限套数</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北京楼市新政：符合条件家庭五环外购房不限套数\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-08 19:10 北京时间 <a href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=65219846434119734&channelId=1119&toc_style_id=feeds_default&module=ccnews%3A%2F%2Fappclient%2Fpage%2Ffeeds%2Fdetail%3Furl%3Dhttps%253A%252F%252Fcontent-static.cctvnews.cctv.com%252Fsnow-book%252Findex.html%253Fitem_id%253D65219846434119734%2526channelId%253D1119%2526toc_style_id%253Dfeeds_default><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月8日晚，北京市住房和城乡建设委员会、北京住房公积金管理中心联合印发《关于进一步优化调整本市房地产相关政策的通知》（以下简称《通知》），自2025年8月9日起施行。一、《通知》明确符合条件家庭在北京市五环外不再限制购房套数北京城市总体规划实施以来，五环外平原新城地区宜居宜业水平和综合承载力显著提升，为了更好地满足居民改善性住房需求，促进职住平衡，《通知》明确，符合北京市商品住房购买条件的居民家庭...</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=65219846434119734&channelId=1119&toc_style_id=feeds_default&module=ccnews%3A%2F%2Fappclient%2Fpage%2Ffeeds%2Fdetail%3Furl%3Dhttps%253A%252F%252Fcontent-static.cctvnews.cctv.com%252Fsnow-book%252Findex.html%253Fitem_id%253D65219846434119734%2526channelId%253D1119%2526toc_style_id%253Dfeeds_default\">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/7ae0555dd414b3f7de4af00b547725e6","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=65219846434119734&channelId=1119&toc_style_id=feeds_default&module=ccnews%3A%2F%2Fappclient%2Fpage%2Ffeeds%2Fdetail%3Furl%3Dhttps%253A%252F%252Fcontent-static.cctvnews.cctv.com%252Fsnow-book%252Findex.html%253Fitem_id%253D65219846434119734%2526channelId%253D1119%2526toc_style_id%253Dfeeds_default","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172805865","content_text":"8月8日晚，北京市住房和城乡建设委员会、北京住房公积金管理中心联合印发《关于进一步优化调整本市房地产相关政策的通知》（以下简称《通知》），自2025年8月9日起施行。一、《通知》明确符合条件家庭在北京市五环外不再限制购房套数北京城市总体规划实施以来，五环外平原新城地区宜居宜业水平和综合承载力显著提升，为了更好地满足居民改善性住房需求，促进职住平衡，《通知》明确，符合北京市商品住房购买条件的居民家庭，购买五环外商品住房（含新建商品住房和二手住房）不限套数。即：京籍居民家庭、在北京市连续缴纳社会保险或个人所得税满2年及以上的非京籍居民家庭，购买五环外商品住房不限套数。同时，《通知》明确，对成年单身人士在北京市购买商品住房的，按照居民家庭执行限购政策。居民家庭购买五环内商品住房的政策不变，京籍居民家庭五环内限购2套，在北京市连续缴纳社会保险或个人所得税满3年及以上的非京籍居民家庭五环内限购1套。二、《通知》从四方面加大了住房公积金支持力度（一）扩大首套房公积金贷款支持范围。《通知》明确，对借款申请人（含共同申请人，下同）在北京市无住房但全国范围内有1笔已结清公积金贷款记录的，由此前认定为二套房，调整成认定为首套房。以房屋总价400万元，公积金贷款100万元、贷款年限30年为例，由二套房调整为首套房后，首付款最高减少60万元，月供最高减少253元。（二）加大二套房公积金贷款支持力度。在最高贷款额度方面，《通知》明确，将二套房公积金贷款最高额度由60万元提高至100万元，大力支持改善性住房需求。如借款人满足适用公积金支持建筑绿色发展、支持多子女家庭购房等政策的条件，还能享受贷款额度上浮的政策优惠，最多上浮40万元，最高可贷款140万元。在最低首付款比例方面，《通知》明确，将二套房公积金贷款最低首付款比例，由购买五环内住房不低于35%、购买五环外住房不低于30%，统一调整为不低于30%，不再区分五环内外。（三）提高每缴存公积金一年可贷额度。《通知》明确，由每缴存公积金一年可贷10万元提高至可贷15万元。借款人申请120万元贷款，由原需要缴存公积金11年零1个月，降低为缴存7年零1个月。如借款人满足适用公积金支持建筑绿色发展、支持多子女家庭购房等政策的条件，还能享受贷款额度上浮的政策优惠，最多上浮40万元，首套住房最高可贷款160万元。（四）落实《北京市深化改革提振消费专项行动方案》。《通知》明确，支持缴存人在提取公积金支付购房首付款的同时申请公积金贷款。目前，缴存职工购买北京市新建住房且已签订购房合同的，可通过提供网签合同编号提取住房公积金支付购房首付款，同时申请公积金贷款。（总台记者 高雪）","news_type":1,"symbols_score_info":{"399001":1.1,"399006":1.1,"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":3620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464280314052792,"gmtCreate":1754375051411,"gmtModify":1754375052546,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"吴晏祖","avatar":"https://static.tigerbbs.com/a9bf0a63c99757ff71903098bba5aae6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472509891364152","idStr":"3472509891364152"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> 老乡快跑，否则来不及了","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> 老乡快跑，否则来不及了","text":"$上证指数(000001.SH)$ 老乡快跑，否则来不及了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464280314052792","isVote":1,"tweetType":1,"viewCount":3983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}