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Liqin123
Liqin123
·
2021-07-22
👍
非常抱歉,此主贴已删除
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Liqin123
Liqin123
·
2021-07-20
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欧股跌完美股跌,股票跌完商品跌,发生了什么?
对疫情复燃、经济复苏见顶,以及通胀脱缰的担忧,是目前压在欧美市场上方的三座大山。
欧股跌完美股跌,股票跌完商品跌,发生了什么?
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Liqin123
Liqin123
·
2021-07-19
再多印钞就行了
通胀已经开始侵蚀美国消费者信心和消费
上周的美国6月份CPI通胀率数据令人大跌眼镜——环比上涨0.9%,年化率为11%,创下了近40年的纪录。 然而,这样高企的数据,已经开始侵蚀美国消费者信心和消费。 虽然此次的CPI数据中,绝大多数影响
通胀已经开始侵蚀美国消费者信心和消费
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Liqin123
Liqin123
·
2021-07-16
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什么信号?为了对冲下行风险,美股空头头寸创三年新高
近来,美股偶有震荡,小盘股遭受冲击,但大盘整体仍在高位。 然而,在这样的背景下,期权交易员一直在拼命买进用以对冲下行风险的看跌期权。 由此,标普500指数3个月远期看跌期权相对于同期的看涨合约的隐含
什么信号?为了对冲下行风险,美股空头头寸创三年新高
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Liqin123
Liqin123
·
2021-07-13
😱
美联储布拉德:现在是撤回刺激措施的时候了
热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 美联储布拉德表示,现在是撤回刺激措施的时候了。经济状况“非常好”,在美联储援助减少的情况下蓬勃发展。担忧美联储资产购买助长“初期房地产泡沫”,仍支持2022年加息。 海量资讯、精准解读,尽在新浪财经APP 责任编辑:唐婧
美联储布拉德:现在是撤回刺激措施的时候了
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Liqin123
Liqin123
·
2021-07-10
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滴滴深夜回应:认真整改,切实保障用户信息安全
7月10日消息,今日凌晨,针对滴滴企业版等25款APP被下架一事,滴滴官微回应称,滴滴诚恳接受并坚决服从相关主管部门的要求,严格按照法律规定,参照国家有关标准,深入排查、认真整改存在的所有问题,切实保
滴滴深夜回应:认真整改,切实保障用户信息安全
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Liqin123
Liqin123
·
2021-07-10
👍👍
市场监管总局依法禁止虎牙与斗鱼合并
腾讯提出的附加限制性条件承诺方案不能有效解决竞争关注。
市场监管总局依法禁止虎牙与斗鱼合并
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Liqin123
Liqin123
·
2021-07-10
👍
中概教育股集体拉升,好未来涨12%、掌门教育涨15%
周五,部分热门中概教育股于盘中直线拉升,截至发稿,好未来涨超12%、掌门教育涨超15%,高途涨6%。 消息面上,近日,教育部发布了《关于支持探索开展暑期托管服务的通知》(以下简称《通知》),支持有条
中概教育股集体拉升,好未来涨12%、掌门教育涨15%
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Liqin123
Liqin123
·
2021-07-09
good
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Liqin123
Liqin123
·
2021-07-09
[微笑] [笑哭]
非常抱歉,此主贴已删除
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8月原油期货收跌7.50%,报66.42美元/桶,创今年5月28日以来收盘新低。</p>\n<p><img src=\"https://static.tigerbbs.com/aad9805dc0bab16d06fc0119538f229a\" tg-width=\"918\" tg-height=\"534\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>与此同时,美元和美债反弹。美元指数三个多月来首次盘中升破93,10年期美债收益率一日降10个基点 2月以来首次跌破1.20% ,英德国债收益率也创逾五月新低。</p>\n<p><img src=\"https://static.tigerbbs.com/4c48a2cc55bff0335633ecba73d7c805\" tg-width=\"965\" tg-height=\"557\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2>市场在担心什么?</h2>\n<p>对疫情复燃、经济复苏见顶,以及通胀脱缰的担忧,是目前压在欧美市场上方的三座大山。</p>\n<p>今年上半年,随着疫苗接种推进,各国陆续取消疫情管控措施,投资者纷纷押注经济反弹,市场风险情绪也随之高涨,推动标普500指数连续创下新高。</p>\n<p><b>然而,随着</b><b>Delta</b><b>变种病毒迅速蔓延,已经有不少国家开始讨论重启封锁和社交限制措施。</b>世卫组织近日表示,Delta变种将很快成为全球最主要的毒株。WHO甚至严厉警告,“全球疫情远未结束,未来或现更危险的新变异病毒”。</p>\n<p>周六,美国纽约州在一天内确诊了超过1000例新冠病例,这是自5月中旬以来的首次。美国目前平均每天的新冠新病例超过2.3万,为5月底以来的最高位,是3周前的两倍。</p>\n<p>英国目前的日新增新冠病例跃居世界第一,16日和17日单日新增确诊病例都超过5万例。但就在这样严峻的情况下,英国政府仍然坚持于7月19日如期全面解封。一些科学家担心,在病例数量激增时取消限制措施,英国日新增病例数可能很快就达到10万例,英国可能成为新冠变异病毒的培养皿。</p>\n<p><b>疫情熊熊复燃之势为欧美经济复苏的前景蒙上了一层阴云,</b><b>V</b><b>型反弹的希望越来越渺茫。</b></p>\n<p>目前市场预计,今年第二季度美国经济折合成年率将增长9%,但此后将有所放缓。具体数据将于本月底公布。华尔街日报援引经济学家们的观点称,美国经济增速可能在今年春季就已经见顶了,2021年整体增速将放缓至6.9%,明年和2023年将分别降至3.2%和2.3%。</p>\n<p>据英国《金融时报》援引Union Bancaire投资组合经理Mohammed Kazmi表示,“这是市场的一种认识,即我们正从明显的V型复苏转向更加不确定的复苏。当时的希望是,疫苗将成为疫情的终结者。现在投资者正把目光投向英国,在病例仍然如此之多的情况下,他们对如此激进地重新开业感到有些担忧。”</p>\n<p><b>在经济增速预期放缓的同时,通胀却依然“高烧不退”。</b>上周公布数据显示,美国6月CPI及核心CPI环比、同比均高于预期及前值,多项数据创新高。其中CPI同比上涨5.4%,创下2008年8月以来的最高涨幅,远高于5月份的5%和经济学家此前预测的4.9%的涨幅。</p>\n<p>过高的通胀,一方面会影响消费者的信心,数据显示,7月美国消费者对汽车、房屋和耐用品的购买态度骤降至近40年来最低点,对价格上涨的投诉则创下历史新高。另一方面,通胀也会侵蚀企业利润,使股票看起来不那么有吸引力。</p>\n<p>美国CIBC私人财富管理公司的首席投资官Dave Donabedian对华尔街日报表示,“上周我们看到了高通胀数据。现在我们担心,新冠肺炎病例的增加正在使经济前景变得黯淡。高通胀和低经济增长不是一个好的组合。”</p>","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>欧股跌完美股跌,股票跌完商品跌,发生了什么?</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欧股跌完美股跌,股票跌完商品跌,发生了什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 13:33 北京时间 <a href=https://wallstreetcn.com/articles/3635809><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>疫情担忧卷土重来,欧美市场再遭重创,恐慌情绪从股市向商品蔓延。\n 隔夜,三大美股指数创近一个月新低,道指跌超700点,跌幅2.09%,纳指标普500均创两月最大跌幅。衡量美股波动的“恐慌指数”——Cboe的波动率指数VIX盘中涨超30%,收涨近22%,自5月21日以来首次收于19.00点上方。\n\n暴跌从欧股时段就拉开序幕,周一泛欧股指欧洲斯托克600指数连续第四个交易日下跌,创5月20日以来新低,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635809\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc7ad619aa7e42a7db4703997b65806b","relate_stocks":{"161125":"标普500","513500":"标普500ETF","VIXY":"波动率短期期货指数ETF",".SPX":"S&P 500 Index","OEX":"标普100","SH":"标普500反向ETF","SVXY":"0.5倍做空波动率指数短期期货ETF","UVXY":"1.5倍做多恐慌指数短期期货ETF","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF"},"source_url":"https://wallstreetcn.com/articles/3635809","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152365029","content_text":"疫情担忧卷土重来,欧美市场再遭重创,恐慌情绪从股市向商品蔓延。\n 隔夜,三大美股指数创近一个月新低,道指跌超700点,跌幅2.09%,纳指标普500均创两月最大跌幅。衡量美股波动的“恐慌指数”——Cboe的波动率指数VIX盘中涨超30%,收涨近22%,自5月21日以来首次收于19.00点上方。\n\n暴跌从欧股时段就拉开序幕,周一泛欧股指欧洲斯托克600指数连续第四个交易日下跌,创5月20日以来新低,并创去年12月21日以来最大收盘跌幅。\n主要欧洲国家股指至少跌超2%, 英国股市和西班牙股市分别创今年5月11日和4月20日以来最大收盘跌幅,德股创去年12月21日以来最大跌幅,法股和意股创去年10月28日以来最大跌幅。\n\n不仅是股市,大宗商品也血流成河,尤其是油价。布伦特9月原油期货收跌6.75%,报68.62美元/桶,创今年5月24日以来收盘新低;美国WTI 8月原油期货收跌7.50%,报66.42美元/桶,创今年5月28日以来收盘新低。\n\n与此同时,美元和美债反弹。美元指数三个多月来首次盘中升破93,10年期美债收益率一日降10个基点 2月以来首次跌破1.20% ,英德国债收益率也创逾五月新低。\n\n市场在担心什么?\n对疫情复燃、经济复苏见顶,以及通胀脱缰的担忧,是目前压在欧美市场上方的三座大山。\n今年上半年,随着疫苗接种推进,各国陆续取消疫情管控措施,投资者纷纷押注经济反弹,市场风险情绪也随之高涨,推动标普500指数连续创下新高。\n然而,随着Delta变种病毒迅速蔓延,已经有不少国家开始讨论重启封锁和社交限制措施。世卫组织近日表示,Delta变种将很快成为全球最主要的毒株。WHO甚至严厉警告,“全球疫情远未结束,未来或现更危险的新变异病毒”。\n周六,美国纽约州在一天内确诊了超过1000例新冠病例,这是自5月中旬以来的首次。美国目前平均每天的新冠新病例超过2.3万,为5月底以来的最高位,是3周前的两倍。\n英国目前的日新增新冠病例跃居世界第一,16日和17日单日新增确诊病例都超过5万例。但就在这样严峻的情况下,英国政府仍然坚持于7月19日如期全面解封。一些科学家担心,在病例数量激增时取消限制措施,英国日新增病例数可能很快就达到10万例,英国可能成为新冠变异病毒的培养皿。\n疫情熊熊复燃之势为欧美经济复苏的前景蒙上了一层阴云,V型反弹的希望越来越渺茫。\n目前市场预计,今年第二季度美国经济折合成年率将增长9%,但此后将有所放缓。具体数据将于本月底公布。华尔街日报援引经济学家们的观点称,美国经济增速可能在今年春季就已经见顶了,2021年整体增速将放缓至6.9%,明年和2023年将分别降至3.2%和2.3%。\n据英国《金融时报》援引Union Bancaire投资组合经理Mohammed Kazmi表示,“这是市场的一种认识,即我们正从明显的V型复苏转向更加不确定的复苏。当时的希望是,疫苗将成为疫情的终结者。现在投资者正把目光投向英国,在病例仍然如此之多的情况下,他们对如此激进地重新开业感到有些担忧。”\n在经济增速预期放缓的同时,通胀却依然“高烧不退”。上周公布数据显示,美国6月CPI及核心CPI环比、同比均高于预期及前值,多项数据创新高。其中CPI同比上涨5.4%,创下2008年8月以来的最高涨幅,远高于5月份的5%和经济学家此前预测的4.9%的涨幅。\n过高的通胀,一方面会影响消费者的信心,数据显示,7月美国消费者对汽车、房屋和耐用品的购买态度骤降至近40年来最低点,对价格上涨的投诉则创下历史新高。另一方面,通胀也会侵蚀企业利润,使股票看起来不那么有吸引力。\n美国CIBC私人财富管理公司的首席投资官Dave Donabedian对华尔街日报表示,“上周我们看到了高通胀数据。现在我们担心,新冠肺炎病例的增加正在使经济前景变得黯淡。高通胀和低经济增长不是一个好的组合。”","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".SPX":0.9,"ESmain":0.9,"VIXmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SSO":0.9,"SVXY":0.9,"UPRO":0.9,"UVXY":0.9,"VIXY":0.9}},"isVote":1,"tweetType":1,"viewCount":2653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171948021,"gmtCreate":1626703892063,"gmtModify":1633924787990,"author":{"id":"3582008866048556","authorId":"3582008866048556","name":"Liqin123","avatar":"https://static.tigerbbs.com/448bd914b3f81b25e66f9b103fa77f01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582008866048556","authorIdStr":"3582008866048556"},"themes":[],"htmlText":"再多印钞就行了","listText":"再多印钞就行了","text":"再多印钞就行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/171948021","repostId":"2152765630","repostType":4,"repost":{"id":"2152765630","kind":"highlight","pubTimestamp":1626703743,"share":"https://ttm.financial/m/news/2152765630?lang=&edition=full","pubTime":"2021-07-19 22:09","market":"us","language":"zh","title":"通胀已经开始侵蚀美国消费者信心和消费","url":"https://stock-news.laohu8.com/highlight/detail?id=2152765630","media":"华尔街见闻","summary":"上周的美国6月份CPI通胀率数据令人大跌眼镜——环比上涨0.9%,年化率为11%,创下了近40年的纪录。\n然而,这样高企的数据,已经开始侵蚀美国消费者信心和消费。\n虽然此次的CPI数据中,绝大多数影响","content":"<p>上周的美国6月份CPI通胀率数据令人大跌眼镜——环比上涨0.9%,年化率为11%,创下了近40年的纪录。</p>\n<p>然而,这样高企的数据,已经开始侵蚀美国消费者信心和消费。</p>\n<p>虽然此次的CPI数据中,绝大多数影响因素都可以归结为二手车价格的猛涨,并且其也不太可能以这种速度继续上涨很久,实际上在未来可能会立马回落。</p>\n<p>尽管如此,食品价格指数环比上涨0.8%,能源价格指数环比上涨1.5%,租金价格指数环比上涨0.5%,这些隐藏在二手车背后的数据,正在不可避免地开始削弱消费者信心和消费。</p>\n<p>而近日公布的密歇根大学6月份消费者调查,将揭示通胀与消费者相关活动之间的更多联系,让我们一步步梳理:</p>\n<p>在下图可看出,1年远期通胀预期今年6月的数据为4.8%,创2000年以来的第二高。</p>\n<p><img src=\"https://static.tigerbbs.com/4d8a34c0e239d8a2effdc7ce03d207d7\" tg-width=\"500\" tg-height=\"426\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>此外,受访者表示当前的经济状况的信心正在直线下降,已从90年代高位回落至84.5,这与2010-2011年期间低迷的读数持平。</p>\n<p><img src=\"https://static.tigerbbs.com/b5641129a2b4c6c86d154c82b2bbb35a\" tg-width=\"500\" tg-height=\"426\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>不仅仅是当前的状况在恶化,对未来的期望也是如此。正如数据所见,随着通胀飙升,近几个月消费者的通胀预期已从80年代中期来到了至70年代高位。</p>\n<p><img src=\"https://static.tigerbbs.com/ebfb1c057947749f363c3877216342af\" tg-width=\"500\" tg-height=\"426\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>从以上数据可以看出,消费者认为通胀预期的上升和消费者信心预期的回落是直接相关的。</p>\n<p>对应到具体消费品上,以房地产为例,相比1980年代初以来,大多数受访者认为现在不是买房的好时机。但在1980年代初期,抵押贷款利率在10%左右,而今天,抵押贷款利率处于3%的低水平,这表明今天的问题不是利率而是房价或者通胀。</p>\n<p><img src=\"https://static.tigerbbs.com/6824c9bfae249c3d0360fcf92029b7f7\" tg-width=\"500\" tg-height=\"426\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>对于汽车也是如此。对比1980年代初以来,受访者认为现在不是买车的好时机,毕竟6月份二手车价格环比上涨10%。即便如此,分析人士认为供应链瓶颈的缓慢解决将逐渐扭转二手车的持续走高。</p>\n<p><img src=\"https://static.tigerbbs.com/8d5b9037f21150463b69f5c8684a95b0\" tg-width=\"500\" tg-height=\"426\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>让经济学家们担心的是,消费品价格的上涨在总体上会以相当明显的方式影响消费(尤其是非必需品的消费)。</p>\n<p><img src=\"https://static.tigerbbs.com/8542e42f23a8e7b28c1dc7ac151a9f9d\" tg-width=\"500\" tg-height=\"347\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>值得一提的是,6月份零售额同比增长18%,但零售额与消费者信心之间的关系表明,由于消费者在价格飙升的情况下降低收入和储蓄,这会导致提前消费的问题,因此未来几个月零售额的增长可能会大幅下降。</p>","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>通胀已经开始侵蚀美国消费者信心和消费</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n通胀已经开始侵蚀美国消费者信心和消费\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 22:09 北京时间 <a href=https://wallstreetcn.com/articles/3635782><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周的美国6月份CPI通胀率数据令人大跌眼镜——环比上涨0.9%,年化率为11%,创下了近40年的纪录。\n然而,这样高企的数据,已经开始侵蚀美国消费者信心和消费。\n虽然此次的CPI数据中,绝大多数影响因素都可以归结为二手车价格的猛涨,并且其也不太可能以这种速度继续上涨很久,实际上在未来可能会立马回落。\n尽管如此,食品价格指数环比上涨0.8%,能源价格指数环比上涨1.5%,租金价格指数环比上涨...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635782\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a106188796ec9abb78b8a3cfbae334a5","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3635782","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152765630","content_text":"上周的美国6月份CPI通胀率数据令人大跌眼镜——环比上涨0.9%,年化率为11%,创下了近40年的纪录。\n然而,这样高企的数据,已经开始侵蚀美国消费者信心和消费。\n虽然此次的CPI数据中,绝大多数影响因素都可以归结为二手车价格的猛涨,并且其也不太可能以这种速度继续上涨很久,实际上在未来可能会立马回落。\n尽管如此,食品价格指数环比上涨0.8%,能源价格指数环比上涨1.5%,租金价格指数环比上涨0.5%,这些隐藏在二手车背后的数据,正在不可避免地开始削弱消费者信心和消费。\n而近日公布的密歇根大学6月份消费者调查,将揭示通胀与消费者相关活动之间的更多联系,让我们一步步梳理:\n在下图可看出,1年远期通胀预期今年6月的数据为4.8%,创2000年以来的第二高。\n\n此外,受访者表示当前的经济状况的信心正在直线下降,已从90年代高位回落至84.5,这与2010-2011年期间低迷的读数持平。\n\n不仅仅是当前的状况在恶化,对未来的期望也是如此。正如数据所见,随着通胀飙升,近几个月消费者的通胀预期已从80年代中期来到了至70年代高位。\n\n从以上数据可以看出,消费者认为通胀预期的上升和消费者信心预期的回落是直接相关的。\n对应到具体消费品上,以房地产为例,相比1980年代初以来,大多数受访者认为现在不是买房的好时机。但在1980年代初期,抵押贷款利率在10%左右,而今天,抵押贷款利率处于3%的低水平,这表明今天的问题不是利率而是房价或者通胀。\n\n对于汽车也是如此。对比1980年代初以来,受访者认为现在不是买车的好时机,毕竟6月份二手车价格环比上涨10%。即便如此,分析人士认为供应链瓶颈的缓慢解决将逐渐扭转二手车的持续走高。\n\n让经济学家们担心的是,消费品价格的上涨在总体上会以相当明显的方式影响消费(尤其是非必需品的消费)。\n\n值得一提的是,6月份零售额同比增长18%,但零售额与消费者信心之间的关系表明,由于消费者在价格飙升的情况下降低收入和储蓄,这会导致提前消费的问题,因此未来几个月零售额的增长可能会大幅下降。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170209404,"gmtCreate":1626432228008,"gmtModify":1633926811581,"author":{"id":"3582008866048556","authorId":"3582008866048556","name":"Liqin123","avatar":"https://static.tigerbbs.com/448bd914b3f81b25e66f9b103fa77f01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582008866048556","authorIdStr":"3582008866048556"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170209404","repostId":"2151742215","repostType":4,"repost":{"id":"2151742215","kind":"highlight","pubTimestamp":1626409222,"share":"https://ttm.financial/m/news/2151742215?lang=&edition=full","pubTime":"2021-07-16 12:20","market":"us","language":"zh","title":"什么信号?为了对冲下行风险,美股空头头寸创三年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2151742215","media":"华尔街见闻","summary":"近来,美股偶有震荡,小盘股遭受冲击,但大盘整体仍在高位。\n然而,在这样的背景下,期权交易员一直在拼命买进用以对冲下行风险的看跌期权。\n\n由此,标普500指数3个月远期看跌期权相对于同期的看涨合约的隐含","content":"<p>近来,美股偶有震荡,小盘股遭受冲击,但大盘整体仍在高位。</p>\n<p>然而,在这样的背景下,期权交易员一直在拼命买进用以对冲下行风险的看跌期权。</p>\n<p><img src=\"https://static.tigerbbs.com/42cb53a9d7aa49929f04ddb04a085483\" tg-width=\"944\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p>\n<p>由此,<b>标普500指数3个月远期看跌期权相对于同期的看涨合约的隐含波动率,达到了2018年以来的最高水平。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e3ee2406fca907d778041bc08b83881e\" tg-width=\"965\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p>\n<p>简而言之,尽管美股还在上涨,但投资者的焦虑情绪也正在上升。</p>\n<p>对此,<a href=\"https://laohu8.com/S/03329\">交银国际</a>首席策略师兼研究部主管洪灏也发出了调侃的声音:</p>\n<p><img src=\"https://static.tigerbbs.com/fa86ec6023dcb78ae4972c4df4e0da5b\" tg-width=\"533\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p>\n<p>一切或许正如Susquehanna International Group分析师Chris Murphy在研报中指出的那样,<b>令人担忧的一点在于,如果市场情绪恶化,近期触及新低的股票之间的相关性将大幅上升,这将导致股价同步下跌。</b></p>\n<blockquote>\n 相关性目前还很低,但如果情况发生变化,所有因素就将开始共同移动,波动性可能迅速上升,而标普500指数可能下行。市场已经消化了相关性日益增强的影响。\n</blockquote>\n<p>目前,这一隐含相关性已经开始从接近历史低点的水平回升:</p>\n<p><img src=\"https://static.tigerbbs.com/324b173aa36ad5c8e237264958a5303a\" tg-width=\"965\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p>\n<p>与此同时,<b>近几个月来美债收益率与美股的正相关性已显著脱钩,也就是说美债投资者也已经不买了,这或许是针对美股市场所发出的另一大预警信号。</b></p>\n<p><img src=\"https://static.tigerbbs.com/6079a1f76f24396152b675605d5f3c75\" tg-width=\"965\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p>对此,金融博客ZeroHedge不禁提问:考虑到如今美联储主席鲍威尔已经承认美联储正在讨论如何缩减购债规模相关事宜,那么期权交易员和债券交易员是否已经提前意识到美股即将出问题了呢?</p>","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>什么信号?为了对冲下行风险,美股空头头寸创三年新高</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什么信号?为了对冲下行风险,美股空头头寸创三年新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 12:20 北京时间 <a href=https://wallstreetcn.com/articles/3635582><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近来,美股偶有震荡,小盘股遭受冲击,但大盘整体仍在高位。\n然而,在这样的背景下,期权交易员一直在拼命买进用以对冲下行风险的看跌期权。\n\n由此,标普500指数3个月远期看跌期权相对于同期的看涨合约的隐含波动率,达到了2018年以来的最高水平。\n\n简而言之,尽管美股还在上涨,但投资者的焦虑情绪也正在上升。\n对此,交银国际首席策略师兼研究部主管洪灏也发出了调侃的声音:\n\n一切或许正如...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635582\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ab1815ec48bd4c5f20d5928cc3337253","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QQQ":"纳指100ETF","QLD":"纳指两倍做多ETF","QID":"纳指两倍做空ETF",".DJI":"道琼斯","DDM":"道指两倍做多ETF","OEF":"标普100指数ETF-iShares","TQQQ":"纳指三倍做多ETF","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","PSQ":"纳指反向ETF","SDOW":"道指三倍做空ETF-ProShares","IVV":"标普500指数ETF","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF","DXD":"道指两倍做空ETF","SH":"标普500反向ETF","DJX":"1/100道琼斯","DOG":"道指反向ETF","SSO":"两倍做多标普500ETF","OEX":"标普100","SPY":"标普500ETF","UDOW":"道指三倍做多ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3635582","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151742215","content_text":"近来,美股偶有震荡,小盘股遭受冲击,但大盘整体仍在高位。\n然而,在这样的背景下,期权交易员一直在拼命买进用以对冲下行风险的看跌期权。\n\n由此,标普500指数3个月远期看跌期权相对于同期的看涨合约的隐含波动率,达到了2018年以来的最高水平。\n\n简而言之,尽管美股还在上涨,但投资者的焦虑情绪也正在上升。\n对此,交银国际首席策略师兼研究部主管洪灏也发出了调侃的声音:\n\n一切或许正如Susquehanna International Group分析师Chris Murphy在研报中指出的那样,令人担忧的一点在于,如果市场情绪恶化,近期触及新低的股票之间的相关性将大幅上升,这将导致股价同步下跌。\n\n 相关性目前还很低,但如果情况发生变化,所有因素就将开始共同移动,波动性可能迅速上升,而标普500指数可能下行。市场已经消化了相关性日益增强的影响。\n\n目前,这一隐含相关性已经开始从接近历史低点的水平回升:\n\n与此同时,近几个月来美债收益率与美股的正相关性已显著脱钩,也就是说美债投资者也已经不买了,这或许是针对美股市场所发出的另一大预警信号。\n\n对此,金融博客ZeroHedge不禁提问:考虑到如今美联储主席鲍威尔已经承认美联储正在讨论如何缩减购债规模相关事宜,那么期权交易员和债券交易员是否已经提前意识到美股即将出问题了呢?","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".DJI":0.9,".SPX":0.9,"DDM":0.9,"DJX":0.9,"DOG":0.9,"DXD":0.9,"ESmain":0.9,"MNQmain":0.9,"NQmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"PSQ":0.9,"QID":0.9,"QLD":0.9,"QQQ":0.9,"SDOW":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SPY":0.9,"SQQQ":0.9,"SSO":0.9,"TQQQ":0.9,"UDOW":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":2401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142450883,"gmtCreate":1626170403642,"gmtModify":1633929443304,"author":{"id":"3582008866048556","authorId":"3582008866048556","name":"Liqin123","avatar":"https://static.tigerbbs.com/448bd914b3f81b25e66f9b103fa77f01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582008866048556","authorIdStr":"3582008866048556"},"themes":[],"htmlText":"😱","listText":"😱","text":"😱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142450883","repostId":"2151350550","repostType":4,"repost":{"id":"2151350550","kind":"news","pubTimestamp":1626169884,"share":"https://ttm.financial/m/news/2151350550?lang=&edition=full","pubTime":"2021-07-13 17:51","market":"us","language":"zh","title":"美联储布拉德:现在是撤回刺激措施的时候了","url":"https://stock-news.laohu8.com/highlight/detail?id=2151350550","media":"新浪财经","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 美联储布拉德表示,现在是撤回刺激措施的时候了。经济状况“非常好”,在美联储援助减少的情况下蓬勃发展。担忧美联储资产购买助长“初期房地产泡沫”,仍支持2022年加息。\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:唐婧","content":"<p>美联储布拉德表示,现在是撤回刺激措施的时候了。经济状况“非常好”,在美联储援助减少的情况下蓬勃发展。担忧美联储资产购买助长“初期房地产泡沫”,仍支持2022年加息。</p>","source":"XLCJ","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>美联储布拉德:现在是撤回刺激措施的时候了</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美联储布拉德:现在是撤回刺激措施的时候了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 17:51 北京时间 <a href=https://finance.sina.com.cn/money/nmetal/hjzx/2021-07-13/doc-ikqciyzk5239338.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储布拉德表示,现在是撤回刺激措施的时候了。经济状况“非常好”,在美联储援助减少的情况下蓬勃发展。担忧美联储资产购买助长“初期房地产泡沫”,仍支持2022年加息。</p>\n\n<a href=\"https://finance.sina.com.cn/money/nmetal/hjzx/2021-07-13/doc-ikqciyzk5239338.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af1d75a2b7a7bd95e0102711f4f871de","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF",".SPX":"S&P 500 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09:42","market":"us","language":"zh","title":"滴滴深夜回应:认真整改,切实保障用户信息安全","url":"https://stock-news.laohu8.com/highlight/detail?id=1151542803","media":"TechWeb","summary":"7月10日消息,今日凌晨,针对滴滴企业版等25款APP被下架一事,滴滴官微回应称,滴滴诚恳接受并坚决服从相关主管部门的要求,严格按照法律规定,参照国家有关标准,深入排查、认真整改存在的所有问题,切实保","content":"<p>7月10日消息,今日凌晨,针对滴滴企业版等25款APP被下架一事,滴滴官微回应称,滴滴诚恳接受并坚决服从相关主管部门的要求,严格按照法律规定,参照国家有关标准,深入排查、认真整改存在的所有问题,切实保障广大用户个人信息安全。</p>\n<p><img src=\"https://static.tigerbbs.com/5ffbf1a17edc4b8e80485e345b0a2718\" tg-width=\"630\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p>\n<p>不过,截至目前,滴滴官微的这条回应微博已经不可见,点击原微博链接,会出现“由于作者隐私设置,你没有权限查看此微博”。</p>\n<p><img src=\"https://static.tigerbbs.com/f75a0ac449ddbc3ab9587e6b5f61c6f2\" tg-width=\"630\" tg-height=\"395\" referrerpolicy=\"no-referrer\"></p>\n<p>昨日晚间,国家网信办发布消息称,根据举报,经检测核实,“滴滴企业版”等25款App存在严重违法违规收集使用个人信息问题。国家互联网信息办公室依据《中华人民共和国网络安全法》相关规定,通知应用商店下架上述25款App。各网站、平台不得为“滴滴出行”和“滴滴企业版”等上述25款已在应用商店下架的App提供访问和下载服务。</p>","source":"Techweb","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>滴滴深夜回应:认真整改,切实保障用户信息安全</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; 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}\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滴滴深夜回应:认真整改,切实保障用户信息安全\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:42 北京时间 <a href=http://www.techweb.com.cn/it/2021-07-10/2848311.shtml><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月10日消息,今日凌晨,针对滴滴企业版等25款APP被下架一事,滴滴官微回应称,滴滴诚恳接受并坚决服从相关主管部门的要求,严格按照法律规定,参照国家有关标准,深入排查、认真整改存在的所有问题,切实保障广大用户个人信息安全。\n\n不过,截至目前,滴滴官微的这条回应微博已经不可见,点击原微博链接,会出现“由于作者隐私设置,你没有权限查看此微博”。\n\n昨日晚间,国家网信办发布消息称,根据举报,经检测核实...</p>\n\n<a href=\"http://www.techweb.com.cn/it/2021-07-10/2848311.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf210b0a9da00c82cb2c925171714e26","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"http://www.techweb.com.cn/it/2021-07-10/2848311.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151542803","content_text":"7月10日消息,今日凌晨,针对滴滴企业版等25款APP被下架一事,滴滴官微回应称,滴滴诚恳接受并坚决服从相关主管部门的要求,严格按照法律规定,参照国家有关标准,深入排查、认真整改存在的所有问题,切实保障广大用户个人信息安全。\n\n不过,截至目前,滴滴官微的这条回应微博已经不可见,点击原微博链接,会出现“由于作者隐私设置,你没有权限查看此微博”。\n\n昨日晚间,国家网信办发布消息称,根据举报,经检测核实,“滴滴企业版”等25款App存在严重违法违规收集使用个人信息问题。国家互联网信息办公室依据《中华人民共和国网络安全法》相关规定,通知应用商店下架上述25款App。各网站、平台不得为“滴滴出行”和“滴滴企业版”等上述25款已在应用商店下架的App提供访问和下载服务。","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":2004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148942771,"gmtCreate":1625922836693,"gmtModify":1633936101990,"author":{"id":"3582008866048556","authorId":"3582008866048556","name":"Liqin123","avatar":"https://static.tigerbbs.com/448bd914b3f81b25e66f9b103fa77f01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582008866048556","authorIdStr":"3582008866048556"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148942771","repostId":"1110702719","repostType":4,"repost":{"id":"1110702719","kind":"news","pubTimestamp":1625883275,"share":"https://ttm.financial/m/news/1110702719?lang=&edition=full","pubTime":"2021-07-10 10:14","market":"hk","language":"zh","title":"市场监管总局依法禁止虎牙与斗鱼合并","url":"https://stock-news.laohu8.com/highlight/detail?id=1110702719","media":"市场监管总局","summary":"腾讯提出的附加限制性条件承诺方案不能有效解决竞争关注。","content":"<p>2021年1月4日,市场监管总局对<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>有限公司(以下简称腾讯)申报的<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>公司(以下简称虎牙)与<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>国际控股有限公司(以下简称斗鱼)合并案,依法进行经营者集中反垄断审查。</p>\n<p>市场监管总局依据《反垄断法》,全面分析评估参与集中的经营者在相关市场的市场份额及其对市场的控制力、市场集中度、集中对市场进入和技术进步的影响、集中对消费者和其他有关经营者的影响等因素,以及腾讯提出的附加限制性承诺方案的有效性。审查过程中,市场监管总局广泛征求有关政府部门、行业协会、专家学者、同业竞争者及下游客户意见,并多次听取腾讯陈述意见。</p>\n<p>审查表明,本案相关市场为中国境内网络游戏运营服务市场和游戏直播市场。腾讯在上游网络游戏运营服务市场份额超过40%,排名第一;虎牙和斗鱼在下游游戏直播市场份额分别超过40%和30%,排名第一、第二,合计超过70%。目前,腾讯已具有对虎牙的单独控制权和对斗鱼的共同控制权。如虎牙与斗鱼合并,将使腾讯单独控制合并后实体,进一步强化腾讯在游戏直播市场的支配地位,同时使腾讯有能力和动机在上下游市场实施闭环管理和双向纵向封锁,具有或者可能具有排除、限制竞争效果,不利于市场公平竞争、可能减损消费者利益,也不利于网络游戏和游戏直播市场规范健康持续发展。经评估,腾讯提出的附加限制性条件承诺方案不能有效解决前述竞争关注。</p>\n<p>根据《反垄断法》第二十八条和《经营者集中审查暂行规定》第三十五条规定,市场监管总局决定依法禁止此项经营者集中。</p>","source":"lsy1600741531114","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>市场监管总局依法禁止虎牙与斗鱼合并</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市场监管总局依法禁止虎牙与斗鱼合并\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 10:14 北京时间 <a href=http://www.samr.gov.cn/xw/zj/202107/t20210710_332525.html><strong>市场监管总局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年1月4日,市场监管总局对腾讯控股有限公司(以下简称腾讯)申报的虎牙公司(以下简称虎牙)与斗鱼国际控股有限公司(以下简称斗鱼)合并案,依法进行经营者集中反垄断审查。\n市场监管总局依据《反垄断法》,全面分析评估参与集中的经营者在相关市场的市场份额及其对市场的控制力、市场集中度、集中对市场进入和技术进步的影响、集中对消费者和其他有关经营者的影响等因素,以及腾讯提出的附加限制性承诺方案的有效性。...</p>\n\n<a href=\"http://www.samr.gov.cn/xw/zj/202107/t20210710_332525.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/6af724efafb5788a889a167ca9c1dc5c","relate_stocks":{"00700":"腾讯控股","HUYA":"虎牙","DOYU":"斗鱼"},"source_url":"http://www.samr.gov.cn/xw/zj/202107/t20210710_332525.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110702719","content_text":"2021年1月4日,市场监管总局对腾讯控股有限公司(以下简称腾讯)申报的虎牙公司(以下简称虎牙)与斗鱼国际控股有限公司(以下简称斗鱼)合并案,依法进行经营者集中反垄断审查。\n市场监管总局依据《反垄断法》,全面分析评估参与集中的经营者在相关市场的市场份额及其对市场的控制力、市场集中度、集中对市场进入和技术进步的影响、集中对消费者和其他有关经营者的影响等因素,以及腾讯提出的附加限制性承诺方案的有效性。审查过程中,市场监管总局广泛征求有关政府部门、行业协会、专家学者、同业竞争者及下游客户意见,并多次听取腾讯陈述意见。\n审查表明,本案相关市场为中国境内网络游戏运营服务市场和游戏直播市场。腾讯在上游网络游戏运营服务市场份额超过40%,排名第一;虎牙和斗鱼在下游游戏直播市场份额分别超过40%和30%,排名第一、第二,合计超过70%。目前,腾讯已具有对虎牙的单独控制权和对斗鱼的共同控制权。如虎牙与斗鱼合并,将使腾讯单独控制合并后实体,进一步强化腾讯在游戏直播市场的支配地位,同时使腾讯有能力和动机在上下游市场实施闭环管理和双向纵向封锁,具有或者可能具有排除、限制竞争效果,不利于市场公平竞争、可能减损消费者利益,也不利于网络游戏和游戏直播市场规范健康持续发展。经评估,腾讯提出的附加限制性条件承诺方案不能有效解决前述竞争关注。\n根据《反垄断法》第二十八条和《经营者集中审查暂行规定》第三十五条规定,市场监管总局决定依法禁止此项经营者集中。","news_type":1,"symbols_score_info":{"00700":0.9,"DOYU":0.9,"HUYA":0.9}},"isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141637787,"gmtCreate":1625863097349,"gmtModify":1633936669259,"author":{"id":"3582008866048556","authorId":"3582008866048556","name":"Liqin123","avatar":"https://static.tigerbbs.com/448bd914b3f81b25e66f9b103fa77f01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582008866048556","authorIdStr":"3582008866048556"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141637787","repostId":"1111000814","repostType":4,"repost":{"id":"1111000814","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":1625843259,"share":"https://ttm.financial/m/news/1111000814?lang=&edition=full","pubTime":"2021-07-09 23:07","market":"us","language":"zh","title":"中概教育股集体拉升,好未来涨12%、掌门教育涨15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111000814","media":"老虎资讯综合","summary":"周五,部分热门中概教育股于盘中直线拉升,截至发稿,好未来涨超12%、掌门教育涨超15%,高途涨6%。\n\n消息面上,近日,教育部发布了《关于支持探索开展暑期托管服务的通知》(以下简称《通知》),支持有条","content":"<p>周五,部分热门中概教育股于盘中直线拉升,截至发稿,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超12%、<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超15%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨6%。</p>\n<p><img src=\"https://static.tigerbbs.com/53f5d7c6b59adb40d33cc888b555beb8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>消息面上,近日,教育部发布了《关于支持探索开展暑期托管服务的通知》(以下简称《通知》),支持有条件的地方开展暑期托管服务工作。</p>\n<p>《通知》明确,暑期托管服务坚持学生自愿参加,要求合理安排暑期托管服务内容,应以看护为主,开放教室、图书馆、运动场馆等资源设施,合理组织提供一些集体游戏活动、文体活动、阅读指导、综合实践、兴趣拓展、作业辅导等服务,不得组织集体补课、讲授新课。同时,暑期托管服务可参照课后服务相关政策,采取财政补贴、收取服务性收费或代收费等方式筹措经费,收费标准由地方教育部门商有关主管部门制定。</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>中概教育股集体拉升,好未来涨12%、掌门教育涨15%</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中概教育股集体拉升,好未来涨12%、掌门教育涨15%\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\">2021-07-09 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五,部分热门中概教育股于盘中直线拉升,截至发稿,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超12%、<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超15%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨6%。</p>\n<p><img src=\"https://static.tigerbbs.com/53f5d7c6b59adb40d33cc888b555beb8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>消息面上,近日,教育部发布了《关于支持探索开展暑期托管服务的通知》(以下简称《通知》),支持有条件的地方开展暑期托管服务工作。</p>\n<p>《通知》明确,暑期托管服务坚持学生自愿参加,要求合理安排暑期托管服务内容,应以看护为主,开放教室、图书馆、运动场馆等资源设施,合理组织提供一些集体游戏活动、文体活动、阅读指导、综合实践、兴趣拓展、作业辅导等服务,不得组织集体补课、讲授新课。同时,暑期托管服务可参照课后服务相关政策,采取财政补贴、收取服务性收费或代收费等方式筹措经费,收费标准由地方教育部门商有关主管部门制定。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{"TAL":"好未来","ZME":"掌门教育"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111000814","content_text":"周五,部分热门中概教育股于盘中直线拉升,截至发稿,好未来涨超12%、掌门教育涨超15%,高途涨6%。\n\n消息面上,近日,教育部发布了《关于支持探索开展暑期托管服务的通知》(以下简称《通知》),支持有条件的地方开展暑期托管服务工作。\n《通知》明确,暑期托管服务坚持学生自愿参加,要求合理安排暑期托管服务内容,应以看护为主,开放教室、图书馆、运动场馆等资源设施,合理组织提供一些集体游戏活动、文体活动、阅读指导、综合实践、兴趣拓展、作业辅导等服务,不得组织集体补课、讲授新课。同时,暑期托管服务可参照课后服务相关政策,采取财政补贴、收取服务性收费或代收费等方式筹措经费,收费标准由地方教育部门商有关主管部门制定。","news_type":1,"symbols_score_info":{"TAL":0.9,"ZME":0.9}},"isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143444171,"gmtCreate":1625813258993,"gmtModify":1633937061885,"author":{"id":"3582008866048556","authorId":"3582008866048556","name":"Liqin123","avatar":"https://static.tigerbbs.com/448bd914b3f81b25e66f9b103fa77f01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582008866048556","authorIdStr":"3582008866048556"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143444171","repostId":"1185393675","repostType":4,"isVote":1,"tweetType":1,"viewCount":1998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143627164,"gmtCreate":1625792811558,"gmtModify":1633937295336,"author":{"id":"3582008866048556","authorId":"3582008866048556","name":"Liqin123","avatar":"https://static.tigerbbs.com/448bd914b3f81b25e66f9b103fa77f01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582008866048556","authorIdStr":"3582008866048556"},"themes":[],"htmlText":"[微笑] 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