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房车大爷
房车大爷
·
2024-08-02
$51TALK(COE)$
这兄弟做对了什么？怎么涨势这么好
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房车大爷
房车大爷
·
2024-03-21
垃圾
MSCI公布一季度ESG评级：陆金所控股 评级B 行业排名第69
近日，MSCI发布了2092年第一季度ESG评级。陆金所控股评级为B，行业排名落后。据新浪财经ESG评级中心的数据显示，陆金所控股所属的“综合金融”行业中，共有147家企业参评，陆金所控股行业总排名为第69位。细分来看，环境总评排名为第19位，社会责任总评排名为第20位，治理总评排名为第33位。
MSCI公布一季度ESG评级：陆金所控股 评级B 行业排名第69
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房车大爷
房车大爷
·
2021-07-01
$瑞幸咖啡(LKNCY)$
拉得好 ，直接比肩奈雪了
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2
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房车大爷
房车大爷
·
2021-06-30
$叮咚(DDL)$
有一种不祥的预感
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1
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房车大爷
房车大爷
·
2021-06-12
感人了，久旱后的甘霖啊
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房车大爷
房车大爷
·
2021-06-11
这篇文章不错，转发给大家看看
盘前异动：一生物制药股暴涨58%！石油股罕见躁动
摘要：美国三大股指期货上涨，游戏驿站、AMC院线等部分WSB概念股小幅“躁动”；国际油价上涨，中石油涨超4%；公布研究数据，生物制药公司Precigen涨超58%。 6月11日，美国三大股指期货上涨
盘前异动：一生物制药股暴涨58%！石油股罕见躁动
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房车大爷
房车大爷
·
2021-05-26
这篇文章不错，转发给大家看看
人民币升值可以抵消通胀压力，带来一波牛市吗？
汇率升值的冲击可能带来政策的阶段性微调。
人民币升值可以抵消通胀压力，带来一波牛市吗？
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房车大爷
房车大爷
·
2021-05-08
这篇文章不错，转发给大家看看
非常抱歉，此主贴已删除
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房车大爷
房车大爷
·
2021-04-25
这篇文章不错，转发给大家看看
非常抱歉，此主贴已删除
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房车大爷
房车大爷
·
2021-04-23
这篇文章不错，转发给大家看看
非常抱歉，此主贴已删除
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403201809458b4c08f4&s=b><strong>新浪证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，MSCI发布了2092年第一季度ESG评级。陆金所控股评级为B，行业排名落后。据新浪财经ESG评级中心的数据显示，陆金所控股所属的“综合金融”行业中，共有147家企业参评，陆金所控股行业总排名为第69位。细分来看，环境总评排名为第19位，社会责任总评排名为第20位，治理总评排名为第33位。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403201809458b4c08f4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ESG":"FlexShares STOXX US ESG Select Index Fund","MSCI":"MSCI 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，直接比肩奈雪了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151813393","isVote":1,"tweetType":1,"viewCount":3736,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569226236727271","authorId":"3569226236727271","name":"AaronX","avatar":"https://static.tigerbbs.com/a5ccc83f07b01ab97ab293d3ed6218fa","crmLevel":1,"crmLevelSwitch":0,"idStr":"3569226236727271","authorIdStr":"3569226236727271"},"content":"奈雪直接爬","text":"奈雪直接爬","html":"奈雪直接爬"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153016741,"gmtCreate":1624984989383,"gmtModify":1624984989383,"author":{"id":"3494918573810616","authorId":"3494918573810616","name":"房车大爷","avatar":"https://static.tigerbbs.com/1b4c4775211311487a66474ff8b35173","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494918573810616","authorIdStr":"3494918573810616"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚(DDL)$</a>有一种不祥的预感","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚(DDL)$</a>有一种不祥的预感","text":"$叮咚(DDL)$有一种不祥的预感","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153016741","isVote":1,"tweetType":1,"viewCount":2722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188605847,"gmtCreate":1623430531489,"gmtModify":1623430531489,"author":{"id":"3494918573810616","authorId":"3494918573810616","name":"房车大爷","avatar":"https://static.tigerbbs.com/1b4c4775211311487a66474ff8b35173","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494918573810616","authorIdStr":"3494918573810616"},"themes":[],"htmlText":"感人了，久旱后的甘霖啊","listText":"感人了，久旱后的甘霖啊","text":"感人了，久旱后的甘霖啊","images":[{"img":"https://static.tigerbbs.com/c045266e4bde528e6b1fa795a3c9548a","width":"825","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188605847","isVote":1,"tweetType":1,"viewCount":2766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":181408355,"gmtCreate":1623404848377,"gmtModify":1623404848377,"author":{"id":"3494918573810616","authorId":"3494918573810616","name":"房车大爷","avatar":"https://static.tigerbbs.com/1b4c4775211311487a66474ff8b35173","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494918573810616","authorIdStr":"3494918573810616"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181408355","repostId":"1110634557","repostType":4,"repost":{"id":"1110634557","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":1623403826,"share":"https://www.laohu8.com/m/news/1110634557?lang=&edition=full","pubTime":"2021-06-11 17:30","market":"us","language":"zh","title":"盘前异动：一生物制药股暴涨58%！石油股罕见躁动","url":"https://stock-news.laohu8.com/highlight/detail?id=1110634557","media":"老虎资讯综合","summary":"摘要：美国三大股指期货上涨，游戏驿站、AMC院线等部分WSB概念股小幅“躁动”；国际油价上涨，中石油涨超4%；公布研究数据，生物制药公司Precigen涨超58%。\n\n6月11日，美国三大股指期货上涨","content":"<blockquote>\n <b>摘要：美国三大股指期货上涨，游戏驿站、AMC院线等部分WSB概念股小幅“躁动”；国际油价上涨，中石油涨超4%；公布研究数据，生物制药公司Precigen涨超58%。</b>\n</blockquote>\n<p>6月11日，美国三大股指期货上涨，截至发稿，道指期货涨0.12%；标普500指数期货涨0.06%；纳斯达克100指数期货涨0.03%。<img src=\"https://static.tigerbbs.com/43e4ba8ae21b54df6be8bc5f593b84e9\" tg-width=\"828\" tg-height=\"245\">WSB概念股涨跌互现，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超4%，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨超3%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、ContextLogic涨超1%，Clover Health跌超2%，<a href=\"https://laohu8.com/S/MVIS\">维视图像</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>跌近1%。消息面上，据数据公司Ortex Analytics，自5月初以来，对冲基金因押注五只流行的WSB股票——游戏驿站、<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>、AMC院线、<a href=\"https://laohu8.com/S/BB\">黑莓</a>和Clover Health，累计亏损60亿美元。Ortex的联合创始人Peter Hillerberg表示，对冲基金最近减少了对WSB股票的空头头寸，但空头兴趣仍然“处于非常高的水平”。</p>\n<p>国际油价继续上涨，美股石油概念股盘前普涨。<a href=\"https://laohu8.com/S/PTR\">中石油</a>盘前涨超4%，荷兰皇家壳牌石油B涨超1%，荷兰皇家壳牌石油A、<a href=\"https://laohu8.com/S/BP\">英国石油</a>涨近1%。</p>\n<p>部分区块链板块盘前走高，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨超5%，SOS、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超2%。</p>\n<p><a href=\"https://laohu8.com/S/CMCM\">猎豹移动</a>盘前涨超4%，财报显示：Q1实现总收入1.98亿元，归属股东净利润7640万元，非美国通用会计准则下毛利率从上个季度的62.3%上升至本季度的70.2%，营业亏损5700万元，较去年同期大幅缩窄。</p>\n<p>生物制药公司<a href=\"https://laohu8.com/S/PGEN\">Precigen</a>盘前涨超58%，公司公布了1型糖尿病研究数据。</p>\n<p>在线教育课程解决方案阿米斯特<a href=\"https://laohu8.com/S/AMST\">Amesite Inc.</a>(AMST.O)盘前暴涨，现涨超87%。</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>盘前异动：一生物制药股暴涨58%！石油股罕见躁动</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盘前异动：一生物制药股暴涨58%！石油股罕见躁动\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\">2021-06-11 17:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要：美国三大股指期货上涨，游戏驿站、AMC院线等部分WSB概念股小幅“躁动”；国际油价上涨，中石油涨超4%；公布研究数据，生物制药公司Precigen涨超58%。</b>\n</blockquote>\n<p>6月11日，美国三大股指期货上涨，截至发稿，道指期货涨0.12%；标普500指数期货涨0.06%；纳斯达克100指数期货涨0.03%。<img src=\"https://static.tigerbbs.com/43e4ba8ae21b54df6be8bc5f593b84e9\" tg-width=\"828\" tg-height=\"245\">WSB概念股涨跌互现，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超4%，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨超3%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、ContextLogic涨超1%，Clover Health跌超2%，<a href=\"https://laohu8.com/S/MVIS\">维视图像</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>跌近1%。消息面上，据数据公司Ortex Analytics，自5月初以来，对冲基金因押注五只流行的WSB股票——游戏驿站、<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>、AMC院线、<a href=\"https://laohu8.com/S/BB\">黑莓</a>和Clover Health，累计亏损60亿美元。Ortex的联合创始人Peter Hillerberg表示，对冲基金最近减少了对WSB股票的空头头寸，但空头兴趣仍然“处于非常高的水平”。</p>\n<p>国际油价继续上涨，美股石油概念股盘前普涨。<a href=\"https://laohu8.com/S/PTR\">中石油</a>盘前涨超4%，荷兰皇家壳牌石油B涨超1%，荷兰皇家壳牌石油A、<a href=\"https://laohu8.com/S/BP\">英国石油</a>涨近1%。</p>\n<p>部分区块链板块盘前走高，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨超5%，SOS、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超2%。</p>\n<p><a href=\"https://laohu8.com/S/CMCM\">猎豹移动</a>盘前涨超4%，财报显示：Q1实现总收入1.98亿元，归属股东净利润7640万元，非美国通用会计准则下毛利率从上个季度的62.3%上升至本季度的70.2%，营业亏损5700万元，较去年同期大幅缩窄。</p>\n<p>生物制药公司<a href=\"https://laohu8.com/S/PGEN\">Precigen</a>盘前涨超58%，公司公布了1型糖尿病研究数据。</p>\n<p>在线教育课程解决方案阿米斯特<a href=\"https://laohu8.com/S/AMST\">Amesite Inc.</a>(AMST.O)盘前暴涨，现涨超87%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".DJI":"道琼斯","CAN":"嘉楠科技","AMC":"AMC院线","CMCM":"猎豹移动",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GME":"游戏驿站","BB":"黑莓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110634557","content_text":"摘要：美国三大股指期货上涨，游戏驿站、AMC院线等部分WSB概念股小幅“躁动”；国际油价上涨，中石油涨超4%；公布研究数据，生物制药公司Precigen涨超58%。\n\n6月11日，美国三大股指期货上涨，截至发稿，道指期货涨0.12%；标普500指数期货涨0.06%；纳斯达克100指数期货涨0.03%。WSB概念股涨跌互现，游戏驿站涨超4%，AMC院线涨超3%，黑莓、ContextLogic涨超1%，Clover Health跌超2%，维视图像、高斯电子跌近1%。消息面上，据数据公司Ortex Analytics，自5月初以来，对冲基金因押注五只流行的WSB股票——游戏驿站、3B家居、AMC院线、黑莓和Clover Health，累计亏损60亿美元。Ortex的联合创始人Peter Hillerberg表示，对冲基金最近减少了对WSB股票的空头头寸，但空头兴趣仍然“处于非常高的水平”。\n国际油价继续上涨，美股石油概念股盘前普涨。中石油盘前涨超4%，荷兰皇家壳牌石油B涨超1%，荷兰皇家壳牌石油A、英国石油涨近1%。\n部分区块链板块盘前走高，第九城市涨超5%，SOS、嘉楠科技涨超2%。\n猎豹移动盘前涨超4%，财报显示：Q1实现总收入1.98亿元，归属股东净利润7640万元，非美国通用会计准则下毛利率从上个季度的62.3%上升至本季度的70.2%，营业亏损5700万元，较去年同期大幅缩窄。\n生物制药公司Precigen盘前涨超58%，公司公布了1型糖尿病研究数据。\n在线教育课程解决方案阿米斯特Amesite Inc.(AMST.O)盘前暴涨，现涨超87%。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"AMC":0.9,"BB":0.9,"BBRY":0.9,"CAN":0.9,"CMCM":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":3201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136144283,"gmtCreate":1622002014042,"gmtModify":1622002014042,"author":{"id":"3494918573810616","authorId":"3494918573810616","name":"房车大爷","avatar":"https://static.tigerbbs.com/1b4c4775211311487a66474ff8b35173","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494918573810616","authorIdStr":"3494918573810616"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136144283","repostId":"1108470999","repostType":4,"repost":{"id":"1108470999","kind":"news","pubTimestamp":1621998298,"share":"https://www.laohu8.com/m/news/1108470999?lang=&edition=full","pubTime":"2021-05-26 11:04","market":"sh","language":"zh","title":"人民币升值可以抵消通胀压力，带来一波牛市吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1108470999","media":"川阅全球宏观","summary":"汇率升值的冲击可能带来政策的阶段性微调。","content":"<p>作者：邵翔 陶川</p>\n<p>近期人民币汇率屡次刷新年内新高，一度冲破6.4的关口。这背后除了美元走弱的因素外，<b>汇率升值控制输入性通胀的政策预期也在发酵</b>：一方面，近期高层屡次强调控制大宗商品价格上涨；另一方面，央行官员发文表示「增强汇率弹性，人民币适当升值，抵御输入性效应」。那么，当前汇率升值是不是抵御输入型通胀的良方呢？</p>\n<p><b>汇率升值≠人民币相对美元升值</b>。理解汇率影响通胀的第一个误区就是错把汇率升值等同于人民币相对美元升值（即美元兑人民币下跌），这一逻辑很直观，从下面的公式可以看出，由于大宗商品通常由美元计价，在其他条件不变的情况下，人民币升值将会带来输入价格的下跌。但问题在于，<b>在市场化的环境下人民币升值往往对应着美元贬值，美元贬值也会带来大宗商品的升值，一涨一跌最终的结果并不明确</b>：</p>\n<p><img src=\"https://static.tigerbbs.com/22bb282fecac23c27dd09573de7ba772\" tg-width=\"758\" tg-height=\"35\" referrerpolicy=\"no-referrer\"></p>\n<p><b>有效汇率升值客观上能够限制通胀。</b>有效汇率是人民币相对主要贸易伙伴的加权汇率，从实际效果来看，<b>历史上大多数时期有效汇率上升往往对应原材料购进价格的下降</b>（图1）。而央行也曾在2007年第三季度的货币政策执行报告中明确表示「<b>本币升值有利于抑制国内通货膨胀</b>」（此处的本币升值指的就是人民币有效汇率的升值），有趣的是当时我国也面临较大的输入型通胀压力。</p>\n<p><img src=\"https://static.tigerbbs.com/b695dd762d2ff52b9e07a1a9782f639c\" tg-width=\"1038\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p>\n<p><b>如何才能使得有效汇率升值？</b>简单而言，当美元升值时，人民币汇率相较其他主流货币跌得更少（美元兑人民币涨幅小于美元指数）；或者当美元贬值时，人民币汇率相对其他货币升值更多（图3）。当前阶段这就要求人民币升值的幅度要大于美元指数贬值的幅度。</p>\n<p><img src=\"https://static.tigerbbs.com/6d15ce6056e938d76b793d68b48a9dd8\" tg-width=\"1033\" tg-height=\"408\" referrerpolicy=\"no-referrer\"></p>\n<p><b>为什么当前不是使用汇率工具的时间窗口？</b>我们可以从政策手段和结构性「副作用」等角度来说明：</p>\n<ul>\n <li><p><b>如何让人民币升值的幅度大于美元指数？</b>今年中美经济增长之差难以给予人民币升值更大的动力，<b>进一步收紧货币政策，例如加息可能才是主要手段</b>，但当前条件并不成熟，而且可能带来跨境资金再次大幅流入，不利于国内的金融稳定；</p></li>\n <li><p><b>汇率升值对于小型企业的冲击更大。</b>人民币汇率升值往往会对中小企业产生更大的冲击（图4），这可能与中小型制造企业出口导向更加明显有关。汇率大幅升值与今年支持实体经济，稳企业保就业的政策基调相悖。</p></li>\n <li><p>与2007年相比，<b>当前价格传导的不畅会削弱了下游中小企业吸收汇率升值冲击的能力。</b>2007年央行默许汇率升值可以控制通胀之后，人民币有效汇率确实出现了显著的上涨。不过值得注意的是当时PPI和CPI都出现了显著的上涨，价格传导较为顺畅，而<b>当前CPI疲软背后凸显的是下游企业的经营压力，若叠加汇率大幅升值的冲击，利润可能进一步被侵蚀</b>（图5和图6）。</p></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/2347e0e2a57f4742917cedcae3082e24\" tg-width=\"1035\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p><b>展望后市，汇率政策基调不变，但汇率因素可能成为变数。</b>综合以上分析，<b>当前央行保持「稳汇率」的基调是适宜的</b>。但市场并不总会跟着政策意图行进，人民币汇率市场本身具备较大的「惯性」，容易涨过头或是跌过头，随着下半年美联储Taper预期的升温，我们有理由相信美元当前的跌势是不可持续的，但<b>在美元由弱企稳的窗口期人民币汇率的继续升值可能导致有效汇率进一步上涨，彼时汇率升值的冲击可能带来政策的阶段性微调</b>，例如货币政策上可能会阶段性放松流动性或是更加倾向于稳信贷。</p>\n<p><b>风险提示：</b>经济复苏超预期导致过热，支持政策提前退出；海外疫情继续发酵，海外经济复苏出现二次探底，美股出现大幅调整。</p>","source":"lsy1582083733592","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>人民币升值可以抵消通胀压力，带来一波牛市吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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人民币升值可以抵消通胀压力，带来一波牛市吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 11:04 北京时间 <a href=https://mp.weixin.qq.com/s/ypVTSzSh_aTtC0q8FWfl0w><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：邵翔 陶川\n近期人民币汇率屡次刷新年内新高，一度冲破6.4的关口。这背后除了美元走弱的因素外，汇率升值控制输入性通胀的政策预期也在发酵：一方面，近期高层屡次强调控制大宗商品价格上涨；另一方面，央行官员发文表示「增强汇率弹性，人民币适当升值，抵御输入性效应」。那么，当前汇率升值是不是抵御输入型通胀的良方呢？\n汇率升值≠人民币相对美元升值。理解汇率影响通胀的第一个误区就是错把汇率升值等同于人民币...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ypVTSzSh_aTtC0q8FWfl0w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2828f82074ae602b8c99b18e0b71209a","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/ypVTSzSh_aTtC0q8FWfl0w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108470999","content_text":"作者：邵翔 陶川\n近期人民币汇率屡次刷新年内新高，一度冲破6.4的关口。这背后除了美元走弱的因素外，汇率升值控制输入性通胀的政策预期也在发酵：一方面，近期高层屡次强调控制大宗商品价格上涨；另一方面，央行官员发文表示「增强汇率弹性，人民币适当升值，抵御输入性效应」。那么，当前汇率升值是不是抵御输入型通胀的良方呢？\n汇率升值≠人民币相对美元升值。理解汇率影响通胀的第一个误区就是错把汇率升值等同于人民币相对美元升值（即美元兑人民币下跌），这一逻辑很直观，从下面的公式可以看出，由于大宗商品通常由美元计价，在其他条件不变的情况下，人民币升值将会带来输入价格的下跌。但问题在于，在市场化的环境下人民币升值往往对应着美元贬值，美元贬值也会带来大宗商品的升值，一涨一跌最终的结果并不明确：\n\n有效汇率升值客观上能够限制通胀。有效汇率是人民币相对主要贸易伙伴的加权汇率，从实际效果来看，历史上大多数时期有效汇率上升往往对应原材料购进价格的下降（图1）。而央行也曾在2007年第三季度的货币政策执行报告中明确表示「本币升值有利于抑制国内通货膨胀」（此处的本币升值指的就是人民币有效汇率的升值），有趣的是当时我国也面临较大的输入型通胀压力。\n\n如何才能使得有效汇率升值？简单而言，当美元升值时，人民币汇率相较其他主流货币跌得更少（美元兑人民币涨幅小于美元指数）；或者当美元贬值时，人民币汇率相对其他货币升值更多（图3）。当前阶段这就要求人民币升值的幅度要大于美元指数贬值的幅度。\n\n为什么当前不是使用汇率工具的时间窗口？我们可以从政策手段和结构性「副作用」等角度来说明：\n\n如何让人民币升值的幅度大于美元指数？今年中美经济增长之差难以给予人民币升值更大的动力，进一步收紧货币政策，例如加息可能才是主要手段，但当前条件并不成熟，而且可能带来跨境资金再次大幅流入，不利于国内的金融稳定；\n汇率升值对于小型企业的冲击更大。人民币汇率升值往往会对中小企业产生更大的冲击（图4），这可能与中小型制造企业出口导向更加明显有关。汇率大幅升值与今年支持实体经济，稳企业保就业的政策基调相悖。\n与2007年相比，当前价格传导的不畅会削弱了下游中小企业吸收汇率升值冲击的能力。2007年央行默许汇率升值可以控制通胀之后，人民币有效汇率确实出现了显著的上涨。不过值得注意的是当时PPI和CPI都出现了显著的上涨，价格传导较为顺畅，而当前CPI疲软背后凸显的是下游企业的经营压力，若叠加汇率大幅升值的冲击，利润可能进一步被侵蚀（图5和图6）。\n\n\n展望后市，汇率政策基调不变，但汇率因素可能成为变数。综合以上分析，当前央行保持「稳汇率」的基调是适宜的。但市场并不总会跟着政策意图行进，人民币汇率市场本身具备较大的「惯性」，容易涨过头或是跌过头，随着下半年美联储Taper预期的升温，我们有理由相信美元当前的跌势是不可持续的，但在美元由弱企稳的窗口期人民币汇率的继续升值可能导致有效汇率进一步上涨，彼时汇率升值的冲击可能带来政策的阶段性微调，例如货币政策上可能会阶段性放松流动性或是更加倾向于稳信贷。\n风险提示：经济复苏超预期导致过热，支持政策提前退出；海外疫情继续发酵，海外经济复苏出现二次探底，美股出现大幅调整。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107349279,"gmtCreate":1620447423391,"gmtModify":1620447423391,"author":{"id":"3494918573810616","authorId":"3494918573810616","name":"房车大爷","avatar":"https://static.tigerbbs.com/1b4c4775211311487a66474ff8b35173","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494918573810616","authorIdStr":"3494918573810616"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107349279","repostId":"2133575879","repostType":4,"isVote":1,"tweetType":1,"viewCount":3149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375648546,"gmtCreate":1619338051985,"gmtModify":1619338051985,"author":{"id":"3494918573810616","authorId":"3494918573810616","name":"房车大爷","avatar":"https://static.tigerbbs.com/1b4c4775211311487a66474ff8b35173","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494918573810616","authorIdStr":"3494918573810616"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375648546","repostId":"1113341915","repostType":4,"isVote":1,"tweetType":1,"viewCount":2303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372818518,"gmtCreate":1619190314134,"gmtModify":1619190314134,"author":{"id":"3494918573810616","authorId":"3494918573810616","name":"房车大爷","avatar":"https://static.tigerbbs.com/1b4c4775211311487a66474ff8b35173","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494918573810616","authorIdStr":"3494918573810616"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372818518","repostId":"1110033659","repostType":4,"isVote":1,"tweetType":1,"viewCount":2469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}