个人中心 - 老虎社区

赛车猫

IP属地：0

帖子 · 426帖子 · 426
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 赛车猫赛车猫
  ·08-28
  $Invivyd, Inc.(IVVD)$
  321 评论
  点赞
  分享
  举报
- 赛车猫赛车猫
  ·08-08
  $Firefly Aerospace Inc.(FLY)$ 这个市场对它的期望值太高，但实际上估值已经明显偏高，火中取栗，不可取
  1,067 评论
  2
  分享
  举报
- 赛车猫赛车猫
  ·07-25
  $Cre8 Enterprise, Ltd.(CRE)$
  817 评论
  点赞
  分享
  举报
- 赛车猫赛车猫
  ·07-23
  $Faraday Future Intelligent Electric Inc(FFAI)$
  419 评论
  点赞
  分享
  举报
- 赛车猫赛车猫
  ·07-16
  $K-Tech Solutions Company Limited(KMRK)$
  1,069 1
  2
  分享
  举报
- 赛车猫赛车猫
  ·07-15
  $bioAffinity Technologies, Inc.(BIAF)$
  1,234 评论
  点赞
  分享
  举报
- 赛车猫赛车猫
  ·07-08
  $ZYVERSA THERAPEUTICS INC(ZVSA)$
  422 评论
  点赞
  分享
  举报
- 赛车猫赛车猫
  ·07-05
  应该是吃饭的吧
  兴业研究：美国“大美丽法案”有何影响？
  “大美丽法案”在美国众议院以微弱优势涉险过关。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响？
  兴业研究：美国“大美丽法案”有何影响？
  521 评论
  点赞
  分享
  举报
- 赛车猫赛车猫
  ·07-02
  $CapsoVision, Inc.(CV)$
  854 评论
  点赞
  分享
  举报
- 赛车猫赛车猫
  ·07-02
  $微牛(BULL)$
  1,036 评论
  1
  分享
  举报
暂无关注

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3540692585190396","uuid":"3540692585190396","gmtCreate":1577598563682,"gmtModify":1717665458742,"name":"赛车猫","pinyin":"scmsaichemao","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":293,"headSize":113,"tweetSize":426,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":7,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":19,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","grayImgUrl":null,"redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2007},{"badgeId":"45aa8c9032204ad8bee19bb27da4edb8-1","templateUuid":"45aa8c9032204ad8bee19bb27da4edb8","name":"交易笔数","description":"累计达100笔","bigImgUrl":"https://static.tigerbbs.com/f6040a65e0c6e125e4dcfe0101de45ee","smallImgUrl":"https://static.tigerbbs.com/f803dba33fef1aa87b64be09f4f064ee","grayImgUrl":"https://static.tigerbbs.com/5dfa45d4a1e98a2d8c2e1b4253ddd916","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5100},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.12","exceedPercentage":"93.28%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"1f74612b6f95455f970edd02b5316db8-5","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 5%","bigImgUrl":"https://static.tigerbbs.com/28b025635697d2f8cba3e94ec9f33231","smallImgUrl":"https://static.tigerbbs.com/b9d0f04877ffafa61d3f0d06efb58d87","grayImgUrl":"https://static.tigerbbs.com/0b3045db9a2ba37916c82e771c62bd6c","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5300},{"badgeId":"5697d37f217342faaa027fdb5a6e7c12-3","templateUuid":"5697d37f217342faaa027fdb5a6e7c12","name":"单笔平均盈利排行","description":"Top 20%","bigImgUrl":"https://static.tigerbbs.com/a1941f6be974173f1730be2ac51aabb7","smallImgUrl":"https://static.tigerbbs.com/df2d04ef8434cb0d3a8571ada46fffd0","grayImgUrl":"https://static.tigerbbs.com/b231d6c35e6f28d4132f36c047c50ea0","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5200},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.80%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":9,"currentWearingBadge":{"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,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.88%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":1,"location":"0","starInvestorFollowerNum":281,"starInvestorFlag":true,"starInvestorOrderShareNum":390,"subscribeStarInvestorNum":35,"ror":307.31,"winRationPercentage":74.338624,"showRor":true,"investmentPhilosophy":"稳定大于发展，通过高确定性+杠杆的方式实现超额收益","starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":472287561151000,"gmtCreate":1756336464257,"gmtModify":1756336466927,"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540692585190396","idStr":"3540692585190396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IVVD\">$Invivyd, Inc.(IVVD)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/IVVD\">$Invivyd, Inc.(IVVD)$ </a>&nbsp;","text":"$Invivyd, Inc.(IVVD)$","images":[{"img":"https://static.tigerbbs.com/b95c8f81d5d7567bbbf6eefb2e84eeef","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472287561151000","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":465245756596288,"gmtCreate":1754610320416,"gmtModify":1754610322975,"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540692585190396","idStr":"3540692585190396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$ </a> 这个市场对它的期望值太高，但实际上估值已经明显偏高，火中取栗，不可取","listText":"<a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$ </a> 这个市场对它的期望值太高，但实际上估值已经明显偏高，火中取栗，不可取","text":"$Firefly Aerospace Inc.(FLY)$ 这个市场对它的期望值太高，但实际上估值已经明显偏高，火中取栗，不可取","images":[{"img":"https://static.tigerbbs.com/802e8ae8d78e403be08a64a3d679e652","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465245756596288","isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":460247184543768,"gmtCreate":1753374442444,"gmtModify":1753374453765,"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540692585190396","idStr":"3540692585190396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRE\">$Cre8 Enterprise, Ltd.(CRE)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/CRE\">$Cre8 Enterprise, Ltd.(CRE)$ </a>&nbsp;","text":"$Cre8 Enterprise, Ltd.(CRE)$","images":[{"img":"https://static.tigerbbs.com/f56902deed9ad82e1175bc077b76dfe2","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460247184543768","isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":459706629861384,"gmtCreate":1753270035565,"gmtModify":1753270037340,"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540692585190396","idStr":"3540692585190396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a>&nbsp;","text":"$Faraday Future Intelligent Electric Inc(FFAI)$","images":[{"img":"https://static.tigerbbs.com/c5bf2cc46ae46cf3286e478daee31c7a","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459706629861384","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":457286505423104,"gmtCreate":1752679238312,"gmtModify":1752679249509,"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540692585190396","idStr":"3540692585190396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KMRK\">$K-Tech Solutions Company Limited(KMRK)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/KMRK\">$K-Tech Solutions Company Limited(KMRK)$ </a>&nbsp;","text":"$K-Tech Solutions Company Limited(KMRK)$","images":[{"img":"https://static.tigerbbs.com/4f3607156198d362c015aeac8543418b","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/457286505423104","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":456905523868240,"gmtCreate":1752585886207,"gmtModify":1752585897449,"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540692585190396","idStr":"3540692585190396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIAF\">$bioAffinity Technologies, Inc.(BIAF)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/BIAF\">$bioAffinity Technologies, Inc.(BIAF)$ </a>&nbsp;","text":"$bioAffinity Technologies, Inc.(BIAF)$","images":[{"img":"https://static.tigerbbs.com/bb623f78dafa22db2e99f18ebd0ca350","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456905523868240","isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":454455518073712,"gmtCreate":1751989229043,"gmtModify":1751989230925,"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540692585190396","idStr":"3540692585190396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZVSA\">$ZYVERSA THERAPEUTICS INC(ZVSA)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/ZVSA\">$ZYVERSA THERAPEUTICS INC(ZVSA)$ </a>&nbsp;","text":"$ZYVERSA THERAPEUTICS INC(ZVSA)$","images":[{"img":"https://static.tigerbbs.com/c4b14d9f9f0e79013eed903abaaf91e0","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454455518073712","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":453302750167168,"gmtCreate":1751691704682,"gmtModify":1751691706426,"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540692585190396","idStr":"3540692585190396"},"themes":[],"htmlText":"应该是吃饭的吧","listText":"应该是吃饭的吧","text":"应该是吃饭的吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453302750167168","repostId":"2549986314","repostType":2,"repost":{"id":"2549986314","kind":"highlight","pubTimestamp":1751683809,"share":"https://www.laohu8.com/m/news/2549986314?lang=&edition=full","pubTime":"2025-07-05 10:50","market":"hk","language":"zh","title":"兴业研究：美国“大美丽法案”有何影响？","url":"https://stock-news.laohu8.com/highlight/detail?id=2549986314","media":"智通财经网","summary":"“大美丽法案”在美国众议院以微弱优势涉险过关。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响？","content":"<html><head></head><body><p>美国时间7月3日，“大美丽法案”(One Big Beautiful Bill)在美国众议院以218-214的微弱优势涉险过关并提交特朗普。共和党人达成了在7月4日美国“独立日”前通过法案的既定目标。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响?</p><p>总结来看，“大美丽法案”核心内容包括：2017年减税永久化、大幅削减医疗补助支出、一次性提高债务上限5万亿美元、取消对新能源汽车的税收减免等。最终版法案删除了争议性的“第899条款”，该条款针对实施“歧视性税收政策”的国家的政府、企业、个人、主权财富基金、养老基金及私人信托等征收惩罚性税收。</p><p>“大美丽法案”将使得美国财政前景显著恶化，2017年减税法案永久化是财政赤字恶化的主要来源。2026年财年(今年10月开始)财政赤字立即显著恶化，赤字率将由6%攀升至7%~7.5%。</p><p>短期而言，美国财政赤字扩张有助于托底经济，提高经济软着陆概率。债务上限单次提高5万亿美元利空美债、利多黄金，第三季度10Y收益率有冲击5%的可能，金价在完成此轮调整后中长期仍趋于上涨，回调空间有限(通常不超过10%)。<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>短期跌势放缓，但“去美元化”仍在延续，美元指数长期中枢水平下移。</p><p>该法案主要内容及市场影响如下：</p><p>一、法案主要内容</p><p>“大美丽法案”着眼于减税和提高债务上限，部分削减了医疗补助、新能源补贴等政府开支，具体包括：</p><p>◾ 2017年减税永久化。特朗普在上一个任期推出的2017年减税法案本应在今年到期，此次通过立法将该减税法案条款部分永久化、部分延期(详见下表)，并进一步提高了税收减免上限。</p><p>◾ 大幅削减医疗补助(Medicaid)支出。美国政府的医疗补助参保人数约为7100万人。最新立法进一步严格要求医疗补助的适用标准，19至64岁的医疗补助申请者必须满足每个月工作至少80个小时，否则将不予补助。有需要抚养的子女、满足特殊医疗条件要求等可以成为豁免条件。美国国会预算办公室预计最新的立法将削减1万亿美元医疗补助开支。</p><p>◾ 一次性提高债务上限5万亿美元。</p><p>◾ 取消对新能源汽车的税收减免。</p><p>◾ 降低联邦学生贷款申请上限。</p><p>◾对于外部、自由职业者等符合要求的收入，最高享受23%的减税。</p><p>◾ 删除“第899条款”。该条款针对实施“歧视性税收政策”的国家的政府、企业、个人、主权财富基金、养老基金及私人信托等征收惩罚性税收。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6306811069b16b21a4d21824dab5717b\" tg-width=\"964\" tg-height=\"588\"/></p><p>二、财政前景显著恶化</p><p>“大美丽法案”将使得美国财政前景显著恶化，2017年减税法案永久化是财政赤字恶化的主要来源。根据智库Tax Foundation的测算，减税永久化不仅将使得美国政府税收收入下降，而且需要更多举债满足财政支出需求，利息支出也相应增加。未来10年美国财政赤字增加4.6~5.4万亿美元，美国财政赤字率将突破10%，远高于目前国会预算办公室(CBO)减税法案不延期情景下的5%~6%。6月4日CBO最新分析显示，减税法案永久化将使得未来10年美国财政赤字增加2.4万亿美元，财政赤字率将在2026财年攀升至7%以上。同时未来10年美国政府杠杆率将较减税不延期的117%提高至129%，若付息成本保持4.5%高位，则杠杆率进一步升至133%。2026年财年(今年10月开始)财政赤字立即显著恶化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d9170be5a1d27c513f7cf599a0f9cf\" tg-width=\"833\" tg-height=\"428\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9911f9a5df5df6a6e2c14e65a7f16f71\" tg-width=\"833\" tg-height=\"427\"/></p><p>三、市场影响</p><p>短期而言，美国财政赤字扩张有助于托底经济，提高经济软着陆概率。这符合我们此前的判断，库存周期需求指标在经历了近半年的迅速走弱后，今年下半年或进入相对稳定期甚至可能出现反弹。高频小周期的上行修复也很可能同步展开。</p><p>对于美债收益率而言，美国经济软着陆和再通胀奠定了美债收益率居高难下的基调，关税威胁卷土重来、债务上限提高后供给冲击等因素则显著增加了收益率的上行风险。从历史上看，当债务上限单次提高超过1万亿美元时，未来6个月美债收益率均倾向于上行。此次提高5万亿美元，对于美债收益率将有较强的推升作用。预计第三季度美债10Y收益率有再度冲击5%的可能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95173d49ba10631b80634dfd59b83fa0\" tg-width=\"798\" tg-height=\"430\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f571df2b58ac1d94686212bcf84877a1\" tg-width=\"795\" tg-height=\"430\"/></p><p>对于黄金而言，美国财政前景恶化、美元信用被侵蚀仍是核心交易逻辑。历史上，在财政赤字恶化的年份，金价大概率录得上涨。“大美丽法案”使得美国中长期财政前景恶化，巩固了黄金牛市的基本盘。短期而言，债务上限大幅提高的背景下，金价回调空间有限(通常不超过10%)，中长期仍趋于上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/786710629883bada58a7f47ce77c62b7\" tg-width=\"811\" tg-height=\"449\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f1cea48d4fb83fb83472cc610a64fed\" tg-width=\"807\" tg-height=\"425\"/></p><p>对于美元指数而言，美国经济软着陆概率提高和降息预期收敛帮助减缓短期跌势，随着经济数据短期改善，美元指数已经出现低估信号。不过中长期而言，财政赤字对于美元更多是利空影响。海外投资者对于美国债务可持续的质疑损害美元信用，本轮“去美元化”仍在延续，美元指数长期中枢水平下移。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54ff5ff968c50fbc12694aac7af03fba\" tg-width=\"834\" tg-height=\"424\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a124178d1431f0f057d3bb6f24e8c073\" tg-width=\"764\" tg-height=\"741\"/></p><p></p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>兴业研究：美国“大美丽法案”有何影响？</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兴业研究：美国“大美丽法案”有何影响？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-05 10:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1314310.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国时间7月3日，“大美丽法案”(One Big Beautiful Bill)在美国众议院以218-214的微弱优势涉险过关并提交特朗普。共和党人达成了在7月4日美国“独立日”前通过法案的既定目标。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响?总结来看，“大美丽法案”核心内容包括：2017年减税永久化、大幅削减医疗补助支出、一次性提高债务上限5万亿美元、取消对新能源汽车...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1314310.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7a333e60f09b7b3e09b914d4d15b1a58","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1314310.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2549986314","content_text":"美国时间7月3日，“大美丽法案”(One Big Beautiful Bill)在美国众议院以218-214的微弱优势涉险过关并提交特朗普。共和党人达成了在7月4日美国“独立日”前通过法案的既定目标。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响?总结来看，“大美丽法案”核心内容包括：2017年减税永久化、大幅削减医疗补助支出、一次性提高债务上限5万亿美元、取消对新能源汽车的税收减免等。最终版法案删除了争议性的“第899条款”，该条款针对实施“歧视性税收政策”的国家的政府、企业、个人、主权财富基金、养老基金及私人信托等征收惩罚性税收。“大美丽法案”将使得美国财政前景显著恶化，2017年减税法案永久化是财政赤字恶化的主要来源。2026年财年(今年10月开始)财政赤字立即显著恶化，赤字率将由6%攀升至7%~7.5%。短期而言，美国财政赤字扩张有助于托底经济，提高经济软着陆概率。债务上限单次提高5万亿美元利空美债、利多黄金，第三季度10Y收益率有冲击5%的可能，金价在完成此轮调整后中长期仍趋于上涨，回调空间有限(通常不超过10%)。美元指数短期跌势放缓，但“去美元化”仍在延续，美元指数长期中枢水平下移。该法案主要内容及市场影响如下：一、法案主要内容“大美丽法案”着眼于减税和提高债务上限，部分削减了医疗补助、新能源补贴等政府开支，具体包括：◾ 2017年减税永久化。特朗普在上一个任期推出的2017年减税法案本应在今年到期，此次通过立法将该减税法案条款部分永久化、部分延期(详见下表)，并进一步提高了税收减免上限。◾ 大幅削减医疗补助(Medicaid)支出。美国政府的医疗补助参保人数约为7100万人。最新立法进一步严格要求医疗补助的适用标准，19至64岁的医疗补助申请者必须满足每个月工作至少80个小时，否则将不予补助。有需要抚养的子女、满足特殊医疗条件要求等可以成为豁免条件。美国国会预算办公室预计最新的立法将削减1万亿美元医疗补助开支。◾ 一次性提高债务上限5万亿美元。◾ 取消对新能源汽车的税收减免。◾ 降低联邦学生贷款申请上限。◾对于外部、自由职业者等符合要求的收入，最高享受23%的减税。◾ 删除“第899条款”。该条款针对实施“歧视性税收政策”的国家的政府、企业、个人、主权财富基金、养老基金及私人信托等征收惩罚性税收。二、财政前景显著恶化“大美丽法案”将使得美国财政前景显著恶化，2017年减税法案永久化是财政赤字恶化的主要来源。根据智库Tax Foundation的测算，减税永久化不仅将使得美国政府税收收入下降，而且需要更多举债满足财政支出需求，利息支出也相应增加。未来10年美国财政赤字增加4.6~5.4万亿美元，美国财政赤字率将突破10%，远高于目前国会预算办公室(CBO)减税法案不延期情景下的5%~6%。6月4日CBO最新分析显示，减税法案永久化将使得未来10年美国财政赤字增加2.4万亿美元，财政赤字率将在2026财年攀升至7%以上。同时未来10年美国政府杠杆率将较减税不延期的117%提高至129%，若付息成本保持4.5%高位，则杠杆率进一步升至133%。2026年财年(今年10月开始)财政赤字立即显著恶化。三、市场影响短期而言，美国财政赤字扩张有助于托底经济，提高经济软着陆概率。这符合我们此前的判断，库存周期需求指标在经历了近半年的迅速走弱后，今年下半年或进入相对稳定期甚至可能出现反弹。高频小周期的上行修复也很可能同步展开。对于美债收益率而言，美国经济软着陆和再通胀奠定了美债收益率居高难下的基调，关税威胁卷土重来、债务上限提高后供给冲击等因素则显著增加了收益率的上行风险。从历史上看，当债务上限单次提高超过1万亿美元时，未来6个月美债收益率均倾向于上行。此次提高5万亿美元，对于美债收益率将有较强的推升作用。预计第三季度美债10Y收益率有再度冲击5%的可能。对于黄金而言，美国财政前景恶化、美元信用被侵蚀仍是核心交易逻辑。历史上，在财政赤字恶化的年份，金价大概率录得上涨。“大美丽法案”使得美国中长期财政前景恶化，巩固了黄金牛市的基本盘。短期而言，债务上限大幅提高的背景下，金价回调空间有限(通常不超过10%)，中长期仍趋于上涨。对于美元指数而言，美国经济软着陆概率提高和降息预期收敛帮助减缓短期跌势，随着经济数据短期改善，美元指数已经出现低估信号。不过中长期而言，财政赤字对于美元更多是利空影响。海外投资者对于美国债务可持续的质疑损害美元信用，本轮“去美元化”仍在延续，美元指数长期中枢水平下移。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452382778847456,"gmtCreate":1751468328555,"gmtModify":1751468330696,"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540692585190396","idStr":"3540692585190396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CV\">$CapsoVision, Inc.(CV)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/CV\">$CapsoVision, Inc.(CV)$ </a>&nbsp;","text":"$CapsoVision, Inc.(CV)$","images":[{"img":"https://static.tigerbbs.com/e43c684054e19aba89a9bbcbb9bb7761","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452382778847456","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":452372404371832,"gmtCreate":1751466341184,"gmtModify":1751466497038,"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540692585190396","idStr":"3540692585190396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BULL\">$微牛(BULL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/BULL\">$微牛(BULL)$ </a>&nbsp;","text":"$微牛(BULL)$","images":[{"img":"https://static.tigerbbs.com/fe34bfdb0af367261755e902a9aa075e","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452372404371832","isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}