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陈斌1111
陈斌1111
·
2023-11-23
嘚瑟一下
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陈斌1111
陈斌1111
·
2023-09-21
这种垃圾 有什么可期待
亚马逊今年最重磅发布会：生成式AI加持Alexa助手、新款音响、平板、路由等硬件亮相
美东时间就9月20日周三，亚马逊举行今年最重磅的新品发布会，得到生成式人工智能功能加持的Alexa语音助手、新款音箱Echo、电脑、眼镜、电视等硬件携手亮相，赶在四季度“黑色星期五”、感恩节和圣诞这类重磅假日购物季到来前，用全线新品充实火力吸引买家。亚马逊称，新Alexa系统将专注于类似对话的界面、现实世界的应用、个性化、个人化和隐私。
亚马逊今年最重磅发布会：生成式AI加持Alexa助手、新款音响、平板、路由等硬件亮相
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陈斌1111
陈斌1111
·
2022-05-01
～
非常抱歉，此主贴已删除
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陈斌1111
陈斌1111
·
2022-03-13
l烈士
@手打丸子：
$Sono Group N.V.(SEV)$还有什么可说的
$Sono Group N.V.(SEV)$还有什么可说的
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陈斌1111
陈斌1111
·
2021-11-20
，
港股“贪婪”时刻已至？机构短期分歧加大
经济观察报 记者 李沁港股“贪婪”时刻来了吗？四季度以来，港股市场保持震荡走势、恒生指数相较回暖。伴随着海外资金与南下资金逐渐企稳以及估值处于相对较低历史分位的环境下，关于“当下是配置港股好时机”的市场观点也逐渐增多，多位机构人士抛出观点，认为港股到了已经可以贪婪的时刻，可以配置起来了。放眼长期，多位机构人士认为，对于2022年港股市场并不悲观，存在值得把握的机构性机会，长期价值将逐渐凸显。
港股“贪婪”时刻已至？机构短期分歧加大
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陈斌1111
陈斌1111
·
2021-09-13
**
道指顶部正在形成，将跌到2040年9月的1875点为止。
道指顶部正在形成，将跌到2040年9月的1875点为止。 DOW JONES INDUSTRIAL AVERAGE TVC:DJI yuhq 19327月见底40.46点以来，已涨了89年，涨幅35631/40=890倍。即平均涨速为1倍/年。89是杨辉数，下一个是144，即2040年。那么在剩下的19年内，也将已平均1倍/年的速度下降。意思是在19年中的终极低位在365631/19=1875点，此点可以出现在2031年到2040年当中的任意1年当中。
道指顶部正在形成，将跌到2040年9月的1875点为止。
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陈斌1111
陈斌1111
·
2021-08-31
**自嗨
非常抱歉，此主贴已删除
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陈斌1111
陈斌1111
·
2021-08-19
上层建筑不改革 中间层底层不管怎么分都不够分
非常抱歉，此主贴已删除
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陈斌1111
陈斌1111
·
2021-07-23
**
摩根大通：将高途评级从中性降至减持，目标价从37美元降至3.5美元。 将好未来目标价从70美元降至7.6美元，评级从中性降至减持
摩根大通：将高途评级从中性降至减持，目标价从37 美元降至3.5 美元。 将好未来目标价从70 美元降至7.6 美元，评级从中性降至减持
摩根大通：将高途评级从中性降至减持，目标价从37美元降至3.5美元。 将好未来目标价从70美元降至7.6美元，评级从中性降至减持
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陈斌1111
陈斌1111
·
2020-04-17
这篇文章不错，转发给大家看
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有什么可期待","listText":"这种垃圾 有什么可期待","text":"这种垃圾 有什么可期待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222339991904304","repostId":"2369111169","repostType":2,"repost":{"id":"2369111169","kind":"news","pubTimestamp":1695253246,"share":"https://www.laohu8.com/m/news/2369111169?lang=&edition=full","pubTime":"2023-09-21 07:40","market":"us","language":"zh","title":"亚马逊今年最重磅发布会：生成式AI加持Alexa助手、新款音响、平板、路由等硬件亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=2369111169","media":"华尔街见闻","summary":"美东时间就9月20日周三，亚马逊举行今年最重磅的新品发布会，得到生成式人工智能功能加持的Alexa语音助手、新款音箱Echo、电脑、眼镜、电视等硬件携手亮相，赶在四季度“黑色星期五”、感恩节和圣诞这类重磅假日购物季到来前，用全线新品充实火力吸引买家。亚马逊称，新Alexa系统将专注于类似对话的界面、现实世界的应用、个性化、个人化和隐私。","content":"<html><head></head><body><blockquote><p><strong>Alexa提供类ChatGPT对话交流，和用户有“类似人类互动”，并提供免提呼叫紧急求助。Echo 8音箱售价约150美元，儿童用平板Fire Kids起售约190美元，智能家居控制器Echo Hub售约180美元，路由器Eero Max 7起售约600美元，流媒体播放器Fire TV Stick 4K起售约50美元，户外安防摄像头Blink Sync Module Pro售约50美元，智能眼镜Echo Frames起售约270美元。</strong></p></blockquote><p style=\"text-align: justify;\">美东时间就9月20日周三，亚马逊举行今年最重磅的新品发布会，得到生成式人工智能（AI）功能加持的Alexa语音助手、新款音箱Echo、电脑、眼镜、电视等硬件携手亮相，赶在四季度“黑色星期五”、感恩节和圣诞这类重磅假日购物季到来前，用全线新品充实火力吸引买家。</p><h2 id=\"id_3015143751\" style=\"text-align: start;\">Alexa提供类ChatGPT对话交流 有“类似人类互动” 提供免提呼叫紧急求助服务</h2><p style=\"text-align: justify;\">亚马逊称，已有将近10亿台Alexa设备被买走，将在美国推出基于生成式AI的“预告”版Alexa。新版Alexa拥有的新功能将得到生成式AI技术加持。Alexa设备将提供呼入翻译功能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3579724e22ddaed3f64f8b2cbd32148\" tg-width=\"640\" tg-height=\"396\"/></p><p style=\"text-align: justify;\">亚马逊称，新Alexa系统将专注于类似对话的界面、现实世界的应用、个性化、个人化和隐私。亚马逊设备与服务高级副总裁Dave Limp说，现在用户可以和Alexa可以有“类似人类的互动”。</p><p style=\"text-align: justify;\">亚马逊现场展示了新的Alexa界面可以怎样同用户进行现场有来有往的对话，类似ChatGPT那样的交流。系统通过与用户的对话了解用户，比如知道用户最喜欢哪个球队；根据之前的对话，Alexa就能了解用户希望发出怎样的召唤设备常规需求，用户不必再次提供上下文、对Alexa说出唤醒词提出要求。</p><p style=\"text-align: justify;\">与 ChatGPT 一样，Alexa系统还可以代表用户向他人发送文本。 例如基于屏幕的Alexa可以邀请用户的朋友前来看球赛。</p><p style=\"text-align: justify;\">亚马逊还推出名为“紧急协助”的功能，让用户可以通过Alexa启动免提呼叫的紧急求助服务，收费每月5.99美元或者包年59美元。</p><p style=\"text-align: justify;\">Alexa不能直接拨通911电话求助，但可以自动联系用户预设的紧急联系人寻求帮助，告知收到电话的人用户通过哪个设备求助。用户可以事先保存家庭住址、门禁密码、正在服用何种药物、任何可能的过敏源等基本信息，以便采用紧急协助服务时发给急救人员。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c34158938f67b5f4e262f058cad1d0a0\" tg-width=\"592\" tg-height=\"391\"/></p><h2 id=\"id_960304520\" style=\"text-align: start;\">Echo 8音箱售价约150美元 儿童用平板Fire Kids起售约190美元</h2><p style=\"text-align: justify;\">亚马逊推出重新设计界面和升级音箱的Echo 8，售价149.99 美元，将10月开始发货。</p><p style=\"text-align: justify;\">Echo 8利用电脑视觉，根据用户和屏幕之间的距离改变自身界面。如果用户远离音箱时，Echo 8的天气App将显示温度，如果用户靠近它，会显示当天剩余时间的天气预报。</p><p style=\"text-align: justify;\">新界面使Echo 8的Alexa语音助手响应时间加快40%，并增加了可持续发展的新功能，包括回收包装。</p><p style=\"text-align: justify;\">亚马逊推出面向儿童的新款音箱Echo Dot Pop和平板电脑Fire Kids。新款10英寸儿童用平板电脑将于10月上市，起售价189.99 美元。有标准版Fire HD 10 Kids和适合大孩子的Fire HD 10 Kids Pro。</p><p style=\"text-align: justify;\">相比上一代，新版Fire HD 10 Kids的速度快约 25%。它们都配备10.1英寸的1080p 显示屏、3GB RAM，电池续航时间长达13小时。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c67103838c1514847df7e1aff2aa9fb\" tg-width=\"501\" tg-height=\"281\"/></p><h2 id=\"id_3165927019\" style=\"text-align: start;\">智能家居控制器Echo Hub售约180美元</h2><p style=\"text-align: justify;\">亚马逊发布首款真正的智能家居控制器Echo Hub，售价179.99美元的。它有8英寸大小的触屏，是Echo Show 8的超薄版或者说Show 15的缩小版。它可以与墙壁齐平放置，也可以通过支架撑在桌子或架子上。</p><p style=\"text-align: justify;\">虽然外观看起来类似平板电脑，但Echo Hub运行与新Show 5相同的操作系统，处理器不同，而且没有摄像头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12287ac94aea8d165f215ab93c018e19\" tg-width=\"595\" tg-height=\"396\"/></p><h2 id=\"id_404539707\" style=\"text-align: start;\">路由器Eero Max 7起售约600美元 流媒体播放器Fire TV Stick 4K起售约50美元</h2><p style=\"text-align: justify;\">亚马逊推出新型路由器Eero Max 7，起售价599.99 美元，内置Zigbee 和 Thread路由。两个 10GB以太网端口的有线网速高达9.4Gbps，路由器最多可同时连接200 个设备。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/023c2345da366b23b7444a23194b50dc\" tg-width=\"498\" tg-height=\"276\"/></p><p style=\"text-align: justify;\">亚马逊推出新款流媒体播放器——处理器均升级的Fire TV Stick 4K和 Fire TV Stick 4K Max，售价分别为49.99美元和59.99 美元。Fire TV新买家将获得六个月免费的MGM+服务。</p><p style=\"text-align: justify;\">标准版Fire TV Stick 4K的功能比前代的性能提高30%，支持Wi-Fi 6网络和 4K流媒体及支持杜比视界、HDR10 和 HDR10 Plus。Max版在标准版的在基础上支持Wi-Fi 6E网络，存储空间是之前版本的两倍，现在为16GB。</p><p style=\"text-align: justify;\">亚马逊称，Fire TV电视设备已经销售超过2亿台，将在今年晚些时候推出改进款Fire TV搜索交互。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6791feb4c72386ec1d9c6ff5181330a\" tg-width=\"600\" tg-height=\"393\"/></p><h2 id=\"id_4236839599\" style=\"text-align: start;\">户外安防摄像头Blink Sync Module Pro售约50美元 智能眼镜Echo Frames起售约270美元</h2><p style=\"text-align: justify;\">亚马逊推出的新款无线家用安防摄像头Blink增加了一个同步模块，让这款户外摄像机的电池寿命延长到四年。Blink Sync Module Pro将Blink摄像头的范围扩展到Wi-Fi 之外，售价49.99 美元，将于明年初上市。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f0fc2d8791b19a944a310963779321e\" tg-width=\"498\" tg-height=\"277\"/></p><p style=\"text-align: justify;\">亚马逊推出新款Echo Frames智能眼镜，配备Alexa助手，电池性能更佳，续航时间达6小时，将于稍晚上市，起售价269.99美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/849844477d09a9166de16693e54bf231\" tg-width=\"590\" tg-height=\"394\"/></p><p><br/></p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>亚马逊今年最重磅发布会：生成式AI加持Alexa助手、新款音响、平板、路由等硬件亮相</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亚马逊今年最重磅发布会：生成式AI加持Alexa助手、新款音响、平板、路由等硬件亮相\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-21 07:40 北京时间 <a href=https://wallstreetcn.com/articles/3698313><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alexa提供类ChatGPT对话交流，和用户有“类似人类互动”，并提供免提呼叫紧急求助。Echo 8音箱售价约150美元，儿童用平板Fire Kids起售约190美元，智能家居控制器Echo Hub售约180美元，路由器Eero Max 7起售约600美元，流媒体播放器Fire TV Stick 4K起售约50美元，户外安防摄像头Blink Sync Module Pro售约50美元，智能眼镜...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3698313\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e432161166513980a706d2623b8d13f","relate_stocks":{"LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4503":"景林资产持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" 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Pro售约50美元，智能眼镜Echo Frames起售约270美元。美东时间就9月20日周三，亚马逊举行今年最重磅的新品发布会，得到生成式人工智能（AI）功能加持的Alexa语音助手、新款音箱Echo、电脑、眼镜、电视等硬件携手亮相，赶在四季度“黑色星期五”、感恩节和圣诞这类重磅假日购物季到来前，用全线新品充实火力吸引买家。Alexa提供类ChatGPT对话交流 有“类似人类互动” 提供免提呼叫紧急求助服务亚马逊称，已有将近10亿台Alexa设备被买走，将在美国推出基于生成式AI的“预告”版Alexa。新版Alexa拥有的新功能将得到生成式AI技术加持。Alexa设备将提供呼入翻译功能。亚马逊称，新Alexa系统将专注于类似对话的界面、现实世界的应用、个性化、个人化和隐私。亚马逊设备与服务高级副总裁Dave Limp说，现在用户可以和Alexa可以有“类似人类的互动”。亚马逊现场展示了新的Alexa界面可以怎样同用户进行现场有来有往的对话，类似ChatGPT那样的交流。系统通过与用户的对话了解用户，比如知道用户最喜欢哪个球队；根据之前的对话，Alexa就能了解用户希望发出怎样的召唤设备常规需求，用户不必再次提供上下文、对Alexa说出唤醒词提出要求。与 ChatGPT 一样，Alexa系统还可以代表用户向他人发送文本。 例如基于屏幕的Alexa可以邀请用户的朋友前来看球赛。亚马逊还推出名为“紧急协助”的功能，让用户可以通过Alexa启动免提呼叫的紧急求助服务，收费每月5.99美元或者包年59美元。Alexa不能直接拨通911电话求助，但可以自动联系用户预设的紧急联系人寻求帮助，告知收到电话的人用户通过哪个设备求助。用户可以事先保存家庭住址、门禁密码、正在服用何种药物、任何可能的过敏源等基本信息，以便采用紧急协助服务时发给急救人员。Echo 8音箱售价约150美元 儿童用平板Fire Kids起售约190美元亚马逊推出重新设计界面和升级音箱的Echo 8，售价149.99 美元，将10月开始发货。Echo 8利用电脑视觉，根据用户和屏幕之间的距离改变自身界面。如果用户远离音箱时，Echo 8的天气App将显示温度，如果用户靠近它，会显示当天剩余时间的天气预报。新界面使Echo 8的Alexa语音助手响应时间加快40%，并增加了可持续发展的新功能，包括回收包装。亚马逊推出面向儿童的新款音箱Echo Dot Pop和平板电脑Fire Kids。新款10英寸儿童用平板电脑将于10月上市，起售价189.99 美元。有标准版Fire HD 10 Kids和适合大孩子的Fire HD 10 Kids Pro。相比上一代，新版Fire HD 10 Kids的速度快约 25%。它们都配备10.1英寸的1080p 显示屏、3GB RAM，电池续航时间长达13小时。智能家居控制器Echo Hub售约180美元亚马逊发布首款真正的智能家居控制器Echo Hub，售价179.99美元的。它有8英寸大小的触屏，是Echo Show 8的超薄版或者说Show 15的缩小版。它可以与墙壁齐平放置，也可以通过支架撑在桌子或架子上。虽然外观看起来类似平板电脑，但Echo Hub运行与新Show 5相同的操作系统，处理器不同，而且没有摄像头。路由器Eero Max 7起售约600美元 流媒体播放器Fire TV Stick 4K起售约50美元亚马逊推出新型路由器Eero Max 7，起售价599.99 美元，内置Zigbee 和 Thread路由。两个 10GB以太网端口的有线网速高达9.4Gbps，路由器最多可同时连接200 个设备。亚马逊推出新款流媒体播放器——处理器均升级的Fire TV Stick 4K和 Fire TV Stick 4K Max，售价分别为49.99美元和59.99 美元。Fire TV新买家将获得六个月免费的MGM+服务。标准版Fire TV Stick 4K的功能比前代的性能提高30%，支持Wi-Fi 6网络和 4K流媒体及支持杜比视界、HDR10 和 HDR10 Plus。Max版在标准版的在基础上支持Wi-Fi 6E网络，存储空间是之前版本的两倍，现在为16GB。亚马逊称，Fire TV电视设备已经销售超过2亿台，将在今年晚些时候推出改进款Fire TV搜索交互。户外安防摄像头Blink Sync Module Pro售约50美元 智能眼镜Echo Frames起售约270美元亚马逊推出的新款无线家用安防摄像头Blink增加了一个同步模块，让这款户外摄像机的电池寿命延长到四年。Blink Sync Module Pro将Blink摄像头的范围扩展到Wi-Fi 之外，售价49.99 美元，将于明年初上市。亚马逊推出新款Echo Frames智能眼镜，配备Alexa助手，电池性能更佳，续航时间达6小时，将于稍晚上市，起售价269.99美元。","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":3497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616920105,"gmtCreate":1651347405803,"gmtModify":1651347405803,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"～","listText":"～","text":"～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616920105","repostId":"1190110506","repostType":2,"isVote":1,"tweetType":1,"viewCount":4032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635548439,"gmtCreate":1647143729735,"gmtModify":1647143729735,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"l烈士","listText":"l烈士","text":"l烈士","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635548439","repostId":"639453726","repostType":1,"repost":{"id":639453726,"gmtCreate":1643398002564,"gmtModify":1643398002564,"author":{"id":"3499390693248800","authorId":"3499390693248800","name":"手打丸子","avatar":"https://static.tigerbbs.com/3b6451df122ca089af42fd2e1f269957","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499390693248800","authorIdStr":"3499390693248800"},"themes":[],"htmlText":"<a 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10:37","market":"hk","language":"zh","title":"港股“贪婪”时刻已至？机构短期分歧加大","url":"https://stock-news.laohu8.com/highlight/detail?id=2184033847","media":"经济观察报","summary":"经济观察报 记者 李沁港股“贪婪”时刻来了吗？四季度以来，港股市场保持震荡走势、恒生指数相较回暖。伴随着海外资金与南下资金逐渐企稳以及估值处于相对较低历史分位的环境下，关于“当下是配置港股好时机”的市场观点也逐渐增多，多位机构人士抛出观点，认为港股到了已经可以贪婪的时刻，可以配置起来了。放眼长期，多位机构人士认为，对于2022年港股市场并不悲观，存在值得把握的机构性机会，长期价值将逐渐凸显。","content":"<div>\n<p>经济观察报 记者 李沁 港股“贪婪”时刻来了吗？\n四季度以来，港股市场保持震荡走势、恒生指数相较回暖。根据Wind数据，四季度伊始至11月19日，恒生指数收涨1.93%，恒生国企指数小幅收涨2.80%，恒生科技指数收涨5.84%。\n伴随着海外资金与南下资金逐渐企稳以及估值处于相对较低历史分位的环境下，关于“当下是配置港股好时机”的市场观点也逐渐增多，多位机构人士抛出观点，认为港股到了已经可以贪婪的...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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港股“贪婪”时刻已至？机构短期分歧加大\n</h2>\n\n<h4 class=\"meta\">\n\n2021-11-20 10:37 北京时间 <strong>经济观察报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>经济观察报 记者 李沁 港股“贪婪”时刻来了吗？\n四季度以来，港股市场保持震荡走势、恒生指数相较回暖。根据Wind数据，四季度伊始至11月19日，恒生指数收涨1.93%，恒生国企指数小幅收涨2.80%，恒生科技指数收涨5.84%。\n伴随着海外资金与南下资金逐渐企稳以及估值处于相对较低历史分位的环境下，关于“当下是配置港股好时机”的市场观点也逐渐增多，多位机构人士抛出观点，认为港股到了已经可以贪婪的...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184033847","content_text":"经济观察报 记者 李沁 港股“贪婪”时刻来了吗？\n四季度以来，港股市场保持震荡走势、恒生指数相较回暖。根据Wind数据，四季度伊始至11月19日，恒生指数收涨1.93%，恒生国企指数小幅收涨2.80%，恒生科技指数收涨5.84%。\n伴随着海外资金与南下资金逐渐企稳以及估值处于相对较低历史分位的环境下，关于“当下是配置港股好时机”的市场观点也逐渐增多，多位机构人士抛出观点，认为港股到了已经可以贪婪的时刻，可以配置起来了。\n然而，亦有不少人持相反态度，分歧点主要集中在对港股总体的估值情况、宏观环境及领涨板块的认知方面。\n放眼长期，多位机构人士认为，对于2022年港股市场并不悲观，存在值得把握的机构性机会，长期价值将逐渐凸显。\n港股回暖\n截至11月19日，恒生指数收于25049.97 点，跌幅为1.07%；恒生科技指数收于6474.97点，下跌0.26%；恒生国企指数收于8970.67点，跌幅为0.72%。\n自四季度以来，港股走势较前三季度有较为明显的反弹，恒生指数有一定的回暖迹象。同样从Wind数据来看，四季度至今恒生指数收涨1.93%，恒生国企指数小幅收涨2.80%，恒生科技指数收涨5.84%。\n行业层面上看，前三季度涨幅较好的原材料行业和能源行业在四季度降温，而前三季度跌幅较大的科技板块和消费板块则在四季度反弹显著。\n追溯回暖的原因，可从全球宏观经济走势、地产债情绪、互联网监管政策、基本面等多个层面解释。\n从海外经济走势来看，工银瑞信基金权益投资能力一中心、七中心负责人单文表示，由于美国通胀数据持续超出市场预期，美国减量预期逐渐落地以及加息预期的提前，导致长短端美债收益率都出现较大幅度的波动，从而对股票、尤其是长久期的成长型股票资产的定价效率造成了一定的波动。不过，考虑本次Taper预期管理已经较为充分、并且港股部分核心资产估值已经处于较低水平，因此整体来看海外流动性的冲击对港股影响会相对有限。\n其次，单文认为，全球疫情爆发后，中国经济先进先出，导致中美经济复苏周期出现错位，也在一定程度上给港股带来了压力。但是随着美国经济边际增长放缓，美国资产的相对强势效应在逐渐减弱，新兴市场高性价比的优质资产配置价值逐渐凸显。\n从地产层面来看，中国地产美元债潜在的违约风险很大程度上影响了港股股票市场的风险偏好。部分地产公司的风险暴露使得部分海外投资者抛售地产甚至整个港股股票资产，但是展望后市，单文认为部分“维持房地产行业健康稳定发展”的政策会陆续出台，以部分缓解地产债务问题所带来的担忧。\n再者，博时基金宏观策略部冯凤荻、格上旗下金樟研究员李楠均提到商品价格上涨趋势放缓与互联网公司经营环境有所改善、监管压力释放成为影响港股市场表现的重要因素。\n李楠亦提到，中美关系缓和，市场风险偏好有所回升也对港股市场走势产生一定的影响。\n流动性与估值\n港股的流动性和估值情况究竟如何？\n从流动性层面来看，基金经理普遍认为，从整体来看，港股市场的流动性处于相对平稳状态。\n单文分析认为，中国宏观层面依然以稳增长为主、货币适度宽松，这一定程度上意味着国内流动性不会边际收紧，南下配置港股资金依然保持相对宽裕。同时，今年大部分时间，由于中国经济先进先出，和美国经济周期产生错位，导致配置港股的海外资金流入意愿有限。不过，从四季度数据来看，海外主动资金虽然没有太强加大配置港股的意愿，但海外ETF已经有很明显的净流入。\n冯凤荻亦提到，政策冲击驱动的资金快速流出阶段已过去，近期海外资金与南下资金均呈现企稳迹象。\n单文强调，虽然加息预期可能影响资金流入港股的意愿，但是随着美国经济增速边际放缓，相对看好海外资金流入港股。\n不过，李楠则认为，当前全球流动性处于边际收紧的情况。美联储将在11月缩减购债，不在少数的央行开始宣布加息，而中国即使在经济下行的情况也没有放水刺激的意向，所以流动性情况可以被认为是在收紧的状态。\n提及估值，在冯凤荻看来，港股估值处于较低历史分位，配置性价比较高。其中，恒生指数、恒生国企、恒生科技指数PE（TTM）处于30%历史分位附近或以下，估值优势明显。\n广发基金国际业务部负责人李耀柱表示，港股在今年受到外部环境影响，估值出现大幅回落；目前无论是横向对比其他主要权益市场，还是对比自身，估值分位均处于相对低的位置。\n李楠则将时间拉长至十年来看，认为港股并不如PE估值看上去那样便宜。在历史分位数上看，恒生指数处于在过去十年的近70%分位点。不过，行业估值情况分化较为严重，超过半数行业的估值处于历史分位的30%以下，而有部分行业则在80%以上。\n在单文看来，目前整体海外中资股的估值处于历史较低水平，不过通过拆分新老经济的估值水平可以得到更清晰的对港股估值的理解。目前MSCIChina老经济板块向前12个月PE仅为6.2倍，处于历史绝对低位；而代表新经济的恒生科技指数动态PE则为33.4倍，相比创业板和纳斯达克没有明显的低估，但是从PEG的角度来看，恒生科技指数的PEG低于1，相较创业板和纳斯达克指数有相对优势。\n该不该“贪婪“？\n“港股市场估值有一定的相对优势，并且老经济处于历史估值的底部，但是这不意味着我们光凭借估值水平低这一条因素就可以判定‘港股到了可以贪婪的时候’。”单文强调。\n他表示，综合盈利周期判断、国内外流动性、中美关系、估值、基本面等多重因素考量，港股短期仍然面临挑战，但是边际改善趋势逐渐明朗，长期配置价值逐渐凸显。短期来看，港股部分核心资产基本面压力仍然较大，压力一方面来自于宏观经济增速放缓，另一方面公司也需要适应新的监管规则、履行更多社会责任、加大投入等等。综合宏观和微观层面，基本面的拐点可能会出现在明年下半年。\n中期来看，港股的新经济股票目前具有不错的估值性价比以及稀缺性。目前已经看到比较明确的政策预期改善，同时叠加明年下半年基本面的复苏展望，港股的投资价值会逐渐显现。同时，中美关系的缓和、政策的边际宽松都会有利于资金边际增配港股。长期层面亦看好资金配置港股的大趋势。\n李耀柱亦看好未来刚港股的配置价值，他认为，虽然明年国内经济增速或有可能趋缓，但宽松政策的空间较大，叠加上游原材料价格回落后中下游企业的活力修复，预计明年港股的配置价值会显著增加。\n冯凤荻对港股市场的整体态度并不悲观，不过其认为结构性机会值得把握。具体来看，今年港股受压制的主要原因在于行业政策以及债务违约对地产、银行等权重板块的冲击。政策方面，数字经济已确立高质量、规范发展的基调，细则陆续释出，短期扰动仍在；地产方面，近期融资约束边际放松，但房地产长效调控机制不变，政策更多是托而不举，意在防风险，可能出现风险偏好好转下的估值修复，缺乏延续性。总体来看，在经济下行的背景下，明年港股宽基指数或延续震荡，但并不悲观，把握结构性机会。\n李楠亦认为，港股即使有机会也将是结构性的，大概率与行业的景气度高低有关。抛开港股总体的估值并不是很便宜的情况，当前宏观环境亦不支持港股有较好的表现。从宏观经济来看，中国明年的经济增速大概率会较为平衡的放缓。同时，全球央行的货币政策都处于一个收紧的趋势。\n华兴证券首席经济学家兼首席策略分析师庞溟提醒，港股市场现在热点转换频繁，没有显著的领涨热点，总的来看还是存量博弈的情况，投资者对价值股和周期股看法仍存分歧，等待政策面、资金面和外部环境的全面改善后，上行趋势才会确认。考虑到港股市场投资者的构成，如果外部不确定性因素能消除，市场的风险偏好可以进一步上升。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888407769,"gmtCreate":1631515095551,"gmtModify":1631515095551,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"** ","listText":"** ","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888407769","repostId":"2166230880","repostType":2,"repost":{"id":"2166230880","kind":"highlight","weMediaInfo":{"introduction":"Live quotes, stock charts and expert trading ideas. TradingView is a social network for traders and investors on Stock, Futures and Forex markets!","home_visible":1,"media_name":"TradingView","id":"1083892989","head_image":"https://static.tigerbbs.com/d298bab1e4184c87f17c1e0be9b9d329"},"pubTimestamp":1631371509,"share":"https://www.laohu8.com/m/news/2166230880?lang=&edition=full","pubTime":"2021-09-11 22:45","market":"us","language":"zh","title":"道指顶部正在形成，将跌到2040年9月的1875点为止。","url":"https://stock-news.laohu8.com/highlight/detail?id=2166230880","media":"TradingView","summary":"道指顶部正在形成，将跌到2040年9月的1875点为止。\n\n\nDOW JONES INDUSTRIAL AVERAGE TVC:DJI\n\n\nyuhq\n\n\n19327月见底40.46点以来，已涨了89年，涨幅35631/40=890倍。即平均涨速为1倍/年。89是杨辉数，下一个是144，即2040年。那么在剩下的19年内，也将已平均1倍/年的速度下降。意思是在19年中的终极低位在365631/19=1875点，此点可以出现在2031年到2040年当中的任意1年当中。","content":"<html><body><div>\n<img height=\"32\" src=\"data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220,0,20,20%22%20width=%2296%22%20height=%2296%22%3E%3Crect%20height=%2220%22%20width=%2220%22%20fill=%22hsl%28105,25%25,50%25%29%22/%3E%3Ctext%20fill=%22white%22%20x=%2210%22%20y=%2214.8%22%20font-size=%2214%22%20font-family=%22Trebuchet%20MS,Arial,sans-serif%22%20text-anchor=%22middle%22%3EY%3C/text%3E%3C/svg%3E\" width=\"32\"/>\n</div>\n<div>\n<h1>道指顶部正在形成，将跌到2040年9月的1875点为止。</h1>\n</div>\n<div>\nDOW JONES INDUSTRIAL AVERAGE <span>TVC:DJI</span>\n</div>\n<div>\nyuhq\n</div>\n<img src=\"https://s3.tradingview.com/l/lChZY78x_mid.png\"/>\n<p>19327月见底40.46点以来，已涨了89年，涨幅35631/40=890倍。即平均涨速为1倍/年。89是杨辉数，下一个是144，即2040年。那么在剩下的19年内，也将已平均1倍/年的速度下降。意思是在19年中的终极低位在365631/19=1875点，此点可以出现在2031年到2040年当中的任意1年当中。</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\" 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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道指顶部正在形成，将跌到2040年9月的1875点为止。\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083892989\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d298bab1e4184c87f17c1e0be9b9d329);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingView </p>\n<p class=\"h-time\">2021-09-11 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<img height=\"32\" src=\"data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220,0,20,20%22%20width=%2296%22%20height=%2296%22%3E%3Crect%20height=%2220%22%20width=%2220%22%20fill=%22hsl%28105,25%25,50%25%29%22/%3E%3Ctext%20fill=%22white%22%20x=%2210%22%20y=%2214.8%22%20font-size=%2214%22%20font-family=%22Trebuchet%20MS,Arial,sans-serif%22%20text-anchor=%22middle%22%3EY%3C/text%3E%3C/svg%3E\" width=\"32\"/>\n</div>\n<div>\n<h1>道指顶部正在形成，将跌到2040年9月的1875点为止。</h1>\n</div>\n<div>\nDOW JONES INDUSTRIAL AVERAGE <span>TVC:DJI</span>\n</div>\n<div>\nyuhq\n</div>\n<img src=\"https://s3.tradingview.com/l/lChZY78x_mid.png\"/>\n<p>19327月见底40.46点以来，已涨了89年，涨幅35631/40=890倍。即平均涨速为1倍/年。89是杨辉数，下一个是144，即2040年。那么在剩下的19年内，也将已平均1倍/年的速度下降。意思是在19年中的终极低位在365631/19=1875点，此点可以出现在2031年到2040年当中的任意1年当中。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"DDM":"道指两倍做多ETF","DXD":"道指两倍做空ETF","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares","UDOW":"道指三倍做多ETF-ProShares","DOG":"道指反向ETF",".DJI":"道琼斯"},"source_url":"https://cn.tradingview.com/chart/DJI/lChZY78x/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166230880","content_text":"道指顶部正在形成，将跌到2040年9月的1875点为止。\n\n\nDOW JONES INDUSTRIAL AVERAGE TVC:DJI\n\n\nyuhq\n\n\n19327月见底40.46点以来，已涨了89年，涨幅35631/40=890倍。即平均涨速为1倍/年。89是杨辉数，下一个是144，即2040年。那么在剩下的19年内，也将已平均1倍/年的速度下降。意思是在19年中的终极低位在365631/19=1875点，此点可以出现在2031年到2040年当中的任意1年当中。","news_type":1,"symbols_score_info":{".DJI":1,"DDM":0.6,"DJX":0.6,"DOG":0.6,"DXD":0.6,"YMmain":1,"SDOW":0.6,"UDOW":0.6}},"isVote":1,"tweetType":1,"viewCount":1982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818268150,"gmtCreate":1630414514670,"gmtModify":1630414514670,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"**自嗨","listText":"**自嗨","text":"**自嗨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818268150","repostId":"2163375005","repostType":2,"isVote":1,"tweetType":1,"viewCount":4810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831484572,"gmtCreate":1629341086596,"gmtModify":1629341086596,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"上层建筑不改革 中间层底层不管怎么分都不够分","listText":"上层建筑不改革 中间层底层不管怎么分都不够分","text":"上层建筑不改革 中间层底层不管怎么分都不够分","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831484572","repostId":"1198913754","repostType":2,"isVote":1,"tweetType":1,"viewCount":3534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175794855,"gmtCreate":1627048694777,"gmtModify":1627048694777,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175794855","repostId":"2153998109","repostType":2,"repost":{"id":"2153998109","kind":"news","pubTimestamp":1627047537,"share":"https://www.laohu8.com/m/news/2153998109?lang=&edition=full","pubTime":"2021-07-23 21:38","market":"us","language":"zh","title":"摩根大通：将高途评级从中性降至减持，目标价从37美元降至3.5美元。 将好未来目标价从70美元降至7.6美元，评级从中性降至减持","url":"https://stock-news.laohu8.com/highlight/detail?id=2153998109","media":"汇通网","summary":"摩根大通：将高途评级从中性降至减持，目标价从37 美元降至3.5 美元。 将好未来目标价从70 美元降至7.6 美元，评级从中性降至减持","content":"<html><body><article><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>：将<a href=\"https://laohu8.com/S/GOTU\">高途</a>评级从中性降至减持，目标价从37 美元降至3.5 美元。 将<a href=\"https://laohu8.com/S/TAL\">好未来</a>目标价从70 美元降至7.6 美元，评级从中性降至减持</p></article></body></html>","source":"tencent","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>摩根大通：将高途评级从中性降至减持，目标价从37美元降至3.5美元。 将好未来目标价从70美元降至7.6美元，评级从中性降至减持</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ecccb954c9a03cd26d576ebec5c96d6","relate_stocks":{"TAL":"好未来","GOTU":"高途"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107232139207c2475c0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153998109","content_text":"摩根大通：将高途评级从中性降至减持，目标价从37 美元降至3.5 美元。 将好未来目标价从70 美元降至7.6 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