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磐石533

磐石533

物以稀为贵

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2021-08-27

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CITIC Securities: Focus Media's performance has recovered strongly and is optimistic about the company's core ladder media traffic value

2021-08-20

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A-share fierce! Which Chinese stocks are Morgan Stanley bullish on in the second half of the year?

2021-08-18

12.5➗23.75×10=5.26%

Vanke Enterprise (02202.HK) annual A shares proposed to distribute 10 yuan 12.5 yuan Equity registration date August 24th

2021-05-22

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@小虎AV: 【60秒回顧“雜交水稻之父”袁隆平一生他用一顆種子改變了世界】雜交水稻之父、中國工程院院士袁隆平因多器官功能衰竭於2021年5月22日13時07分在長沙逝世，享年91歲。袁隆平1930年9月1日生於北京，江西德安人。1953年袁隆平畢業於西南農學院，分配到湖南安江農校任教。2000年，袁隆平獲得國家最高科學技術獎。2019年9月，袁隆平被授予國家最高榮譽勳章“共和國勳章”。一分鐘回顧袁隆平生平，他用一顆種子改變了世界。[默哀] 尋夢環遊記裏有句臺詞是：死亡不是生命的終點，遺忘纔是，我會記得你。$上證指數(000001.SH)$

2021-03-25

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Ministry of Commerce: Pure white and flawless Xinjiang cotton cannot be smeared and tainted by any force

2021-03-12

1.595%

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2021-03-06

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2021-02-10

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2021-02-08

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Why U.S. interest rates are only likely to rise slightly in 2021

2021-02-06

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@GPLP犀牛财经:年輕人正如何向“第四消費時代”過渡

2021-02-03

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2021-01-31

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@景辰财经:華爾街公然不要臉，海航破產，薇婭做私募，亂了，都亂了……

2021-01-31

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@市值观察:財姥爺丨尋找A股中的“隱形冠軍”

2021-01-25

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2021-01-25

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The company's advertiser structure continues to be optimized and the cost continues to improve. We believe that the company will maintain a good prosperity, with a stable value of long-term offline traffic entrance and brand media, and maintain a \"buy\" rating.</p><p></body></html></p>","source":"sina_symbol","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>CITIC Securities: Focus Media's performance has recovered strongly and is optimistic about the company's core ladder media traffic value</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nCITIC Securities: Focus Media's performance has recovered strongly and is optimistic about the company's core ladder media traffic value\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇APP</strong><span class=\"h-time small\">2021-08-27 08:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Gelonghui August 27 |<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>pointed out that,<a href=\"https://laohu8.com/S/002027\">Focus Media</a>In the first half of 2021, advertising recovered significantly year-on-year, and revenue from building media continued to improve, achieving revenue of 7.33 billion yuan (YoY +58.9%) and net profit attributable to the parent of 2.90 billion yuan (YoY +252.2%), corresponding to a net profit margin attributable to the parent of 39.6%. The company's advertiser structure continues to be optimized and the cost continues to improve. We believe that the company will maintain a good prosperity, with a stable value of long-term offline traffic entrance and brand media, and maintain a \"buy\" rating.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001g6vy.html\">格隆汇APP</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"600030":"中信证券","06030":"中信证券","002027":"分众传媒"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001g6vy.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162144460","content_text":"格隆汇8月27日丨中信证券指出，分众传媒2021年上半年广告投放同比显著恢复，楼宇媒体收入持续改善，实现营收73.3亿元(YoY+58.9%)，实现归母净利润29.0亿元(YoY+252.2%)，对应归母净利率39.6%。公司广告主结构持续优化，成本持续改善，我们认为公司将保持较好的景气度，长期线下流量入口与品牌媒体价值稳固，维持“买入”评级。","news_type":1,"symbols_score_info":{"600030":1,"06030":1,"002027":1}},"isVote":1,"tweetType":1,"viewCount":3392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836965690,"gmtCreate":1629448188410,"gmtModify":1676530044511,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836965690","repostId":"1186223315","repostType":2,"repost":{"id":"1186223315","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":1621928567,"share":"https://ttm.financial/m/news/1186223315?lang=en_US&edition=fundamental","pubTime":"2021-05-25 15:42","market":"sh","language":"zh","title":"A-share fierce! Which Chinese stocks are Morgan Stanley bullish on in the second half of the year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186223315","media":"老虎资讯综合","summary":"A股今日（5月25日）迎来久违爆发！沪指大涨2.4%，报收3581.34点；深证成指涨2.34%，报收14846.45点；创业板指涨2.79%，报收3227.36点。金融、白酒、军工等板块大涨，北向资","content":"<p>Today (May 25th), A shares ushered in a long-lost outbreak! The Shanghai Composite Index rose 2.4% to close at 3,581.34 points; Shenzhen Component Index rose 2.34% to close at 14,846.45 points; The GEM index rose 2.79% to close at 3,227.36 points. Finance, liquor, military industry and other sectors soared, and the net inflow of northbound funds reached 24.774 billion yuan, a record high; The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan, the first time since February 24th. The market is rejoicing, and there is a trend of a bull market coming back. So, what is the judgment of big foreign banks on how the Chinese market will go next? Which stocks are bullish?</p><p><img src=\"https://static.tigerbbs.com/35b0e9233512f5c767aadc4b0af96f50\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analysts are so cautious about the Chinese market that they have downgraded once-hot sectors and turned their attention to individual stocks.</p><p>Multiple uncertainties such as inflation, tighter monetary policy and tighter regulation of Chinese tech companies will weigh on the market as a whole, Morgan Stanley Asian equity market strategists wrote in their mid-year outlook for Chinese equities released on May 17. In this environment, one of the few certainty factors is that pricing power will be a key driver of outperformance this year. That makes stock picking a key investment strategy, they say.</p><p>Here are five stocks that Morgan Stanley is bullish on that will reach double-digit gains in China and Hong Kong:</p><p><b><a href=\"https://laohu8.com/S/600176\">Chinese boulders</a></b>– Among the high-quality companies Morgan Stanley screened, the SSE-listed fiberglass maker is one of them, which analysts expect to benefit from pricing power. Morgan Stanley expects its share price to rise from 17.30 yuan per share to about 30.98 yuan, an increase of 79.1%.</p><p><img src=\"https://static.tigerbbs.com/c61362ed37c32b5b4b7973891f1aa85e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/01128\">Wynn Macau</a></b>– The Hong Kong-listed company is a leader in gambling in Macau and one of the few companies Morgan Stanley expects corporate pricing power to improve. Morgan Stanley expects the stock to rise 56.7% to about HK$21 at a price of HK$13.40 per share.</p><p><img src=\"https://static.tigerbbs.com/274c3fe87bffaf7f47d24a3d43193110\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/300776\">Dier laser</a></b>-The Wuhan-based company develops and sells laser technology to solar panel manufacturers. Morgan Stanley expects its share price to rise from 107.2 yuan to 174.09 yuan per share, or 62.4%.</p><p><img src=\"https://static.tigerbbs.com/c580417db8c48b873bb2c248e62b0bf2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/002352\">SF Holding</a></b>-The Chinese express delivery giant belongs to the \"industrial\" category that Morgan Stanley expects to benefit from rising inflation. These strategists also like consumer services and durable goods as private spending recovers. But they downgraded the e-commerce industry to underweight. Morgan Stanley expects SF Express's share price to rise from 62.90 yuan to 95.73 yuan per share, an increase of 52.2%.</p><p><img src=\"https://static.tigerbbs.com/bfff1fbd2280ee4943fc7c6960e51686\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/002027\">Focus Media</a></b>-The Chinese offline advertising giant has focused its strategy on elevator advertising. The Morgan Stanley report says advertising is one of the sectors where prices are rising right now. Its share price is expected to rise from 9.90 yuan to 14.10 yuan per share, or 42.4%.</p><p><img src=\"https://static.tigerbbs.com/dd5d726c14a4503b2be6795cab6e9c36\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>A-share fierce! Which Chinese stocks are Morgan Stanley bullish on in the second half of the year?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nA-share fierce! Which Chinese stocks are Morgan Stanley bullish on in the second half of the year?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-05-25 15:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Today (May 25th), A shares ushered in a long-lost outbreak! The Shanghai Composite Index rose 2.4% to close at 3,581.34 points; Shenzhen Component Index rose 2.34% to close at 14,846.45 points; The GEM index rose 2.79% to close at 3,227.36 points. Finance, liquor, military industry and other sectors soared, and the net inflow of northbound funds reached 24.774 billion yuan, a record high; The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan, the first time since February 24th. The market is rejoicing, and there is a trend of a bull market coming back. So, what is the judgment of big foreign banks on how the Chinese market will go next? Which stocks are bullish?</p><p><img src=\"https://static.tigerbbs.com/35b0e9233512f5c767aadc4b0af96f50\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analysts are so cautious about the Chinese market that they have downgraded once-hot sectors and turned their attention to individual stocks.</p><p>Multiple uncertainties such as inflation, tighter monetary policy and tighter regulation of Chinese tech companies will weigh on the market as a whole, Morgan Stanley Asian equity market strategists wrote in their mid-year outlook for Chinese equities released on May 17. In this environment, one of the few certainty factors is that pricing power will be a key driver of outperformance this year. That makes stock picking a key investment strategy, they say.</p><p>Here are five stocks that Morgan Stanley is bullish on that will reach double-digit gains in China and Hong Kong:</p><p><b><a href=\"https://laohu8.com/S/600176\">Chinese boulders</a></b>– Among the high-quality companies Morgan Stanley screened, the SSE-listed fiberglass maker is one of them, which analysts expect to benefit from pricing power. Morgan Stanley expects its share price to rise from 17.30 yuan per share to about 30.98 yuan, an increase of 79.1%.</p><p><img src=\"https://static.tigerbbs.com/c61362ed37c32b5b4b7973891f1aa85e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/01128\">Wynn Macau</a></b>– The Hong Kong-listed company is a leader in gambling in Macau and one of the few companies Morgan Stanley expects corporate pricing power to improve. Morgan Stanley expects the stock to rise 56.7% to about HK$21 at a price of HK$13.40 per share.</p><p><img src=\"https://static.tigerbbs.com/274c3fe87bffaf7f47d24a3d43193110\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/300776\">Dier laser</a></b>-The Wuhan-based company develops and sells laser technology to solar panel manufacturers. Morgan Stanley expects its share price to rise from 107.2 yuan to 174.09 yuan per share, or 62.4%.</p><p><img src=\"https://static.tigerbbs.com/c580417db8c48b873bb2c248e62b0bf2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/002352\">SF Holding</a></b>-The Chinese express delivery giant belongs to the \"industrial\" category that Morgan Stanley expects to benefit from rising inflation. These strategists also like consumer services and durable goods as private spending recovers. But they downgraded the e-commerce industry to underweight. Morgan Stanley expects SF Express's share price to rise from 62.90 yuan to 95.73 yuan per share, an increase of 52.2%.</p><p><img src=\"https://static.tigerbbs.com/bfff1fbd2280ee4943fc7c6960e51686\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/002027\">Focus Media</a></b>-The Chinese offline advertising giant has focused its strategy on elevator advertising. The Morgan Stanley report says advertising is one of the sectors where prices are rising right now. Its share price is expected to rise from 9.90 yuan to 14.10 yuan per share, or 42.4%.</p><p><img src=\"https://static.tigerbbs.com/dd5d726c14a4503b2be6795cab6e9c36\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18f26a21557b2b9fbf841d276ecb7796","relate_stocks":{"300776":"帝尔激光","399001":"深证成指","399006":"创业板指","600176":"中国巨石","01128":"永利澳门","002027":"分众传媒","002352":"顺丰控股","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186223315","content_text":"A股今日（5月25日）迎来久违爆发！沪指大涨2.4%，报收3581.34点；深证成指涨2.34%，报收14846.45点；创业板指涨2.79%，报收3227.36点。金融、白酒、军工等板块大涨，北向资金净流入达247.74亿元，创历史新高；沪深两市成交额突破1万亿元，为2月24日以来首次。市场欢欣鼓舞，大有牛市再来之势。那么，外资大行对中国市场接下来如何走有何判断？看好哪些股票？摩根士丹利分析师对中国市场抱持谨慎态度，以至于将曾经一些炙手可热的板块降级，而把目光转向了一些个股。大摩亚洲股市策略师在5月17日发布的中国股市年中展望中写道，诸如通胀、货币政策收紧以及对中国科技公司的更严格监管等多重不确定因素将对整个市场构成压力。在这种环境下，少数确定因素之一是定价能力将成为今年表现出色的关键驱动力。他们说，这使得选股成为关键的投资策略。以下是大摩看好的在中国内地和香港市场中股票涨幅将达到两位数的五只股票：中国巨石 – 在摩根士丹利筛选的高品质公司中，这家在上交所上市的玻璃纤维制造商是其中之一，分析师预计这将从定价能力中受益。大摩预计，其股价将从每股17.30元升至约30.98元，涨幅为79.1％。永利澳门 – 这家在香港上市的公司是澳门博彩业的领导者，也是摩根士丹利预计企业定价能力将提高的少数几个公司之一。大摩预计，若以每股13.40港元的价格计算，该股将上涨56.7％，至每股约21港元。帝尔激光 — 这家位于武汉的公司开发和销售激光技术给太阳能电池板制造商。摩根士丹利预计，其股价将从每股107.2元升至174.09元，涨幅为62.4％。顺丰控股 — 这家中国快递业巨头属于摩根士丹利预期将随着通货膨胀率上升而受益的“工业”类企业。随着私人支出的恢复，这些策略师们也喜欢消费者服务和耐用品。但是他们将电子商务行业的评级降低到了减持。摩根士丹利预计，顺丰股价将从每股62.90元升至95.73元，涨幅为52.2％。分众传媒 - 这家中国线下广告巨头将其战略重点放在电梯广告上。摩根士丹利的报告称，广告业是目前价格上涨的行业之一。预计其股价将从每股9.90元升至14.10元，涨幅为42.4％。","news_type":1,"symbols_score_info":{"300776":0.9,"399001":0.9,"399006":0.9,"600176":0.9,"01128":0.9,"002027":0.9,"000001.SH":0.9,"002352":0.9}},"isVote":1,"tweetType":1,"viewCount":2762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831072246,"gmtCreate":1629276310085,"gmtModify":1676529987998,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"12.5➗23.75×10=5.26%","listText":"12.5➗23.75×10=5.26%","text":"12.5➗23.75×10=5.26%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831072246","repostId":"2160858427","repostType":2,"repost":{"id":"2160858427","kind":"news","pubTimestamp":1629241227,"share":"https://ttm.financial/m/news/2160858427?lang=en_US&edition=fundamental","pubTime":"2021-08-18 07:00","market":"hk","language":"zh","title":"Vanke Enterprise (02202.HK) annual A shares proposed to distribute 10 yuan 12.5 yuan Equity registration date August 24th","url":"https://stock-news.laohu8.com/highlight/detail?id=2160858427","media":"格隆汇","summary":"格隆汇8月18日丨万科企业(02202.HK)发布2020年度A股股份分红派息实施公告，拟向全体A股股东每10股派发现金红利(含税)人民币12.5元，股权登记日：2021年8月24日(周二)，除息日：2021年8月25日(周三)。","content":"<p><html><body>Gelonghui August 18 |<span><a href=\"https://laohu8.com/S/02202\">Vanke Enterprises</a>(02202.HK) issued the announcement on the implementation of A-share dividend distribution in 2020, intending to distribute a cash dividend (tax inclusive) of RMB12.5 for every 10 shares to all A-share shareholders, the share registration date is Tuesday, August 24, 2021, and the ex-dividend date is Wednesday, August 25, 2021.</span></p><p></body></html></p>","source":"stock_gelonghui","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>Vanke Enterprise (02202.HK) annual A shares proposed to distribute 10 yuan 12.5 yuan Equity registration date August 24th</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{ 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{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: 12.5px; color: #7E829C; margin: 0;}\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\">\nVanke Enterprise (02202.HK) annual A shares proposed to distribute 10 yuan 12.5 yuan Equity registration date August 24th\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-08-18 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Gelonghui August 18 |<span><a href=\"https://laohu8.com/S/02202\">Vanke Enterprises</a>(02202.HK) issued the announcement on the implementation of A-share dividend distribution in 2020, intending to distribute a cash dividend (tax inclusive) of RMB12.5 for every 10 shares to all A-share shareholders, the share registration date is Tuesday, August 24, 2021, and the ex-dividend date is Wednesday, August 25, 2021.</span></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/news/detail.html?id=601438\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e0ab8365ea89ee143187cbf51d23ba8f","relate_stocks":{"02202":"万科企业","000002":"万科A"},"source_url":"https://www.gelonghui.com/news/detail.html?id=601438","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160858427","content_text":"格隆汇8月18日丨万科企业(02202.HK)发布2020年度A股股份分红派息实施公告，拟向全体A股股东每10股派发现金红利(含税)人民币12.5元，股权登记日：2021年8月24日(周二)，除息日：2021年8月25日(周三)。","news_type":1,"symbols_score_info":{"02202":1,"000002":0.9}},"isVote":1,"tweetType":1,"viewCount":3577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133902035,"gmtCreate":1621679112827,"gmtModify":1704361391859,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/133902035","repostId":"133025626","repostType":1,"repost":{"id":133025626,"gmtCreate":1621672117863,"gmtModify":1704361338770,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n  【60秒回顧“雜交水稻之父”袁隆平一生 他用一顆種子改變了世界】雜交水稻之父、中國工程院院士袁隆平因多器官功能衰竭於2021年5月22日13時07分在長沙逝世，享年91歲。袁隆平1930年9月1日生於北京，江西德安人。1953年袁隆平畢業於西南農學院，分配到湖南安江農校任教。2000年，袁隆平獲得國家最高科學技術獎。2019年9月，袁隆平被授予國家最高榮譽勳章“共和國勳章”。一分鐘回顧袁隆平生平，他用一顆種子改變了世界。[默哀] 尋夢環遊記裏有句臺詞是：死亡不是生命的終點，遺忘纔是，我會記得你。<a href=\"https://laohu8.com/S/000001.SH\">$上證指數(000001.SH)$</a>\n \n","listText":"【60秒回顧“雜交水稻之父”袁隆平一生 他用一顆種子改變了世界】雜交水稻之父、中國工程院院士袁隆平因多器官功能衰竭於2021年5月22日13時07分在長沙逝世，享年91歲。袁隆平1930年9月1日生於北京，江西德安人。1953年袁隆平畢業於西南農學院，分配到湖南安江農校任教。2000年，袁隆平獲得國家最高科學技術獎。2019年9月，袁隆平被授予國家最高榮譽勳章“共和國勳章”。一分鐘回顧袁隆平生平，他用一顆種子改變了世界。[默哀] 尋夢環遊記裏有句臺詞是：死亡不是生命的終點，遺忘纔是，我會記得你。<a href=\"https://laohu8.com/S/000001.SH\">$上證指數(000001.SH)$</a>","text":"【60秒回顧“雜交水稻之父”袁隆平一生 他用一顆種子改變了世界】雜交水稻之父、中國工程院院士袁隆平因多器官功能衰竭於2021年5月22日13時07分在長沙逝世，享年91歲。袁隆平1930年9月1日生於北京，江西德安人。1953年袁隆平畢業於西南農學院，分配到湖南安江農校任教。2000年，袁隆平獲得國家最高科學技術獎。2019年9月，袁隆平被授予國家最高榮譽勳章“共和國勳章”。一分鐘回顧袁隆平生平，他用一顆種子改變了世界。[默哀] 尋夢環遊記裏有句臺詞是：死亡不是生命的終點，遺忘纔是，我會記得你。$上證指數(000001.SH)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/133025626","isVote":1,"tweetType":2,"object":{"id":"a728f75d2fb24adb935affad6f21bb10","tweetId":"133025626","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/828f24105285890818725834800/IQ4AxoR0h8wA.mp4","poster":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/828f24105285890818725834800/coverBySnapshot_10_0.jpg"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358975975,"gmtCreate":1616658332397,"gmtModify":1704797001326,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358975975","repostId":"2122418671","repostType":4,"repost":{"id":"2122418671","kind":"highlight","pubTimestamp":1616656500,"share":"https://ttm.financial/m/news/2122418671?lang=en_US&edition=fundamental","pubTime":"2021-03-25 15:15","market":"us","language":"zh","title":"Ministry of Commerce: Pure white and flawless Xinjiang cotton cannot be smeared and tainted by any force","url":"https://stock-news.laohu8.com/highlight/detail?id=2122418671","media":"新京报","summary":"据央视新闻消息，在今天商务部举行的例行新闻发布会上，发言人高峰就H&M等国外服装品牌因新疆棉问题回应了记者的提问。高峰表示，所谓中国新疆地区存在“强迫劳动”，完全是子虚乌有，纯白无瑕的新疆棉花不容任何势力玷污抹黑。我们反对任何外部势力干涉新疆事务和中国内政，反对基于谎言和虚假信息、以所谓新疆人权问题为由对中方有关实体和个人实施制裁。","content":"<p><div>According to CCTV news, at a regular press conference held by the Ministry of Commerce today (March 25th), spokesman Gao Feng responded to reporters'questions about foreign clothing brands such as H&M due to Xinjiang cotton problems. Gao Feng said that the so-called existence of \"forced labor\" in Xinjiang, China is completely false, and the pure white and flawless cotton in Xinjiang cannot be tarnished and smeared by any force. We oppose any external interference in Xinjiang's affairs and China's internal affairs, and oppose the imposition of sanctions on relevant Chinese entities and individuals based on lies and false information on the basis of the so-called human rights issue in Xinjiang. Gao Feng emphasized that for the normal business activities and construction of multinational enterprises in China...</p><p><a href=\"https://www.bjnews.com.cn/detail/161665651315171.html\">Web link</a></div></p>","source":"highlight_bjnews","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>Ministry of Commerce: Pure white and flawless Xinjiang cotton cannot be smeared and tainted by any force</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nMinistry of Commerce: Pure white and flawless Xinjiang cotton cannot be smeared and tainted by any force\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新京报</strong><span class=\"h-time small\">2021-03-25 15:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>According to CCTV news, at a regular press conference held by the Ministry of Commerce today (March 25th), spokesman Gao Feng responded to reporters'questions about foreign clothing brands such as H&M due to Xinjiang cotton problems. Gao Feng said that the so-called existence of \"forced labor\" in Xinjiang, China is completely false, and the pure white and flawless cotton in Xinjiang cannot be tarnished and smeared by any force. We oppose any external interference in Xinjiang's affairs and China's internal affairs, and oppose the imposition of sanctions on relevant Chinese entities and individuals based on lies and false information on the basis of the so-called human rights issue in Xinjiang. Gao Feng emphasized that for the normal business activities and construction of multinational enterprises in China...</p><p><a href=\"https://www.bjnews.com.cn/detail/161665651315171.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.bjnews.com.cn/detail/161665651315171.html\">新京报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/36df0d1b19312ed3b0fd25252f9af140","relate_stocks":{"HMRZF":"Hennes & Mauritz AB"},"source_url":"https://www.bjnews.com.cn/detail/161665651315171.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122418671","content_text":"据央视新闻消息，在今天（3月25日）商务部举行的例行新闻发布会上，发言人高峰就H&M等国外服装品牌因新疆棉问题回应了记者的提问。\n高峰表示，所谓中国新疆地区存在“强迫劳动”，完全是子虚乌有，纯白无瑕的新疆棉花不容任何势力玷污抹黑。我们反对任何外部势力干涉新疆事务和中国内政，反对基于谎言和虚假信息、以所谓新疆人权问题为由对中方有关实体和个人实施制裁。\n高峰强调，对于跨国企业在中国正常的经营活动和构建产业链供应链的努力，中国政府始终持欢迎和支持态度。对于个别企业基于虚假信息作出的所谓商业决策，中国消费者已经用实际行动作出了回应。希望有关企业尊重市场规律，纠正错误做法，避免商业问题政治化。同时，我们欢迎外国企业到新疆实地考察，也愿意为各国企业在新疆开展贸易投资提供积极支持。","news_type":1,"symbols_score_info":{"HMRZF":0.9}},"isVote":1,"tweetType":1,"viewCount":2903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328469097,"gmtCreate":1615551860319,"gmtModify":1704784442047,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"1.595%","listText":"1.595%","text":"1.595%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328469097","repostId":"1191557527","repostType":4,"isVote":1,"tweetType":1,"viewCount":2482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320105796,"gmtCreate":1615033094615,"gmtModify":1704778303083,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320105796","repostId":"2117763076","repostType":4,"isVote":1,"tweetType":1,"viewCount":2735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381692357,"gmtCreate":1612959900379,"gmtModify":1704876534769,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381692357","repostId":"381881734","repostType":1,"isVote":1,"tweetType":1,"viewCount":2857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389168756,"gmtCreate":1612738574575,"gmtModify":1704873663174,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389168756","repostId":"2109715977","repostType":4,"repost":{"id":"2109715977","kind":"highlight","pubTimestamp":1612683249,"share":"https://ttm.financial/m/news/2109715977?lang=en_US&edition=fundamental","pubTime":"2021-02-07 15:34","market":"us","language":"zh","title":"Why U.S. interest rates are only likely to rise slightly in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2109715977","media":"金十数据","summary":"分析指出，持续的通胀压力最早也要到2022年才会出现。","content":"<p>Russel Investments believes that the Fed will continue to intervene in Treasury Bond until the U.S. economy fully recovers.</p><p>It comes after the Federal Reserve announced it was keeping its overnight rate near zero. That's in line with expectations as millions of Americans remain unemployed and inflation remains below target, while the Fed wants to get inflation to its desired target before raising interest rates. Russel Investments expects the Fed to potentially withdraw its support for the economy before the start of 2024.</p><p>The level of long-term interest rates depends not only on the Fed's anticipated moves this year, but also on what to expect in the coming years. Russel Investments believes the yield on the 10-year U.S. Treasury Bond will remain between 1.1% and 1.6% by the end of 2021, i.e. yields have only increased slightly from current levels.</p><p>Russel Investments believes that for the 10-year U.S. Treasury Bond yield, the key lies in when inflationary pressures will pose a threat to the benchmark interest rate and how long the Fed's $120 billion monthly bond purchase plan will last.</p><p><b>01. The Fed Wants Higher Inflation Levels</b></p><p>Russel Investments said that for the stock market, the economic recovery phase tends to be a strong phase of the stock market cycle, as this is when the economy will grow significantly above average. But for the bond market, the level of economic activity is more important than the level of economic growth, because the level of economic activity is the driving force of inflation, and investors depend on inflation to price bonds.</p><p>According to Russel Investments, there are a lot of people who misunderstand the causes of inflation. Some may have heard of Zimbabwe's hyperinflation and therefore believe that printing money can lead to runaway inflation and devaluation of the currency. But in reality,<b><u>The process of inflation is a bit complicated</u></b>。</p><p>Simply put, inflation can be understood as an equilibrium<b>Supply and demand</b>The way. For example, at the micro level, if a parent wants to buy an electronic product for his child, then he needs to pay more than the suggested retail price of this electronic product, because the market demand is too large relative to the number of electronic products available, so the price will be pushed up.</p><p>At the macro level, economists use aggregate demand and aggregate supply to portray the level of inflation. Aggregate demand is a function of consumer, business, and government spending (i.e., GDP); Total supply is a function of the quantity and quality of people and machines that meet this demand. The chart below depicts the output gap, a summary measure that compares current demand to potential supply.</p><p><img src=\"https://cdn-news.jin10.com/fd1d56ed-fb0f-4278-a554-e424fd1a284a.png\" tg-width=\"875\" tg-height=\"493\" referrerpolicy=\"no-referrer\"></p><p>When the line is above the zero level, it indicates inflationary pressures are accumulating, Russel Investments said. When this line falls below the level of zero, it indicates that deflationary pressures are dominant. So the reason why inflation slowed in early 2020 or early 2009, when the Fed was on a money-printing spree and the U.S. government was running massive fiscal stimulus, is simply that<b>Insufficient aggregate demand.</b></p><p><b>02. Inflation is unlikely to continue to rise until next year</b></p><p>Russel Investments said that despite the massive fiscal stimulus and the gradual recovery of the economy, aggregate demand remains weak, especially for the services sector.</p><p>Russel Investments expects the strong growth of the economy in 2021 will help the U.S. emerge from its current woes faster than it did during the 2008 financial crisis.</p><p>Separately, it's worth noting that pent-up consumer demand is being unleashed as more pandemic-related restrictions are lifted, and inflation is likely to spike in the near term later this year.</p><p>Powell said the same thing at last week's Fed policy meeting, where he stressed<b><u>The rapid surge in inflation will all be short-lived, not long-lasting.</u></b></p><p>Russel Investments agrees, arguing that<b><u>Ongoing inflationary pressures won't appear until 2022 at the earliest</u></b>。 Russel Investments came to this view because their models show that the U.S. core consumer price index inflation measure (PCE), a measure typically used by the Federal Reserve to measure inflation, is expected to hit 1.8% by the end of the year.</p><p><img src=\"https://cdn-news.jin10.com/35bc3b74-794e-4042-a092-844302e2299f.png\" tg-width=\"1064\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p>As can be seen from the chart above, the 1.8% level is below the Fed's inflation target. For most of the past decade, inflation has been below the Fed's target level. But the Fed is trying to keep inflation above target, so that means the Fed's easing policy will last longer.</p>","source":"xnew_highlight","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>Why U.S. interest rates are only likely to rise slightly in 2021</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWhy U.S. interest rates are only likely to rise slightly in 2021\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-02-07 15:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Russel Investments believes that the Fed will continue to intervene in Treasury Bond until the U.S. economy fully recovers.</p><p>It comes after the Federal Reserve announced it was keeping its overnight rate near zero. That's in line with expectations as millions of Americans remain unemployed and inflation remains below target, while the Fed wants to get inflation to its desired target before raising interest rates. Russel Investments expects the Fed to potentially withdraw its support for the economy before the start of 2024.</p><p>The level of long-term interest rates depends not only on the Fed's anticipated moves this year, but also on what to expect in the coming years. Russel Investments believes the yield on the 10-year U.S. Treasury Bond will remain between 1.1% and 1.6% by the end of 2021, i.e. yields have only increased slightly from current levels.</p><p>Russel Investments believes that for the 10-year U.S. Treasury Bond yield, the key lies in when inflationary pressures will pose a threat to the benchmark interest rate and how long the Fed's $120 billion monthly bond purchase plan will last.</p><p><b>01. The Fed Wants Higher Inflation Levels</b></p><p>Russel Investments said that for the stock market, the economic recovery phase tends to be a strong phase of the stock market cycle, as this is when the economy will grow significantly above average. But for the bond market, the level of economic activity is more important than the level of economic growth, because the level of economic activity is the driving force of inflation, and investors depend on inflation to price bonds.</p><p>According to Russel Investments, there are a lot of people who misunderstand the causes of inflation. Some may have heard of Zimbabwe's hyperinflation and therefore believe that printing money can lead to runaway inflation and devaluation of the currency. But in reality,<b><u>The process of inflation is a bit complicated</u></b>。</p><p>Simply put, inflation can be understood as an equilibrium<b>Supply and demand</b>The way. For example, at the micro level, if a parent wants to buy an electronic product for his child, then he needs to pay more than the suggested retail price of this electronic product, because the market demand is too large relative to the number of electronic products available, so the price will be pushed up.</p><p>At the macro level, economists use aggregate demand and aggregate supply to portray the level of inflation. Aggregate demand is a function of consumer, business, and government spending (i.e., GDP); Total supply is a function of the quantity and quality of people and machines that meet this demand. The chart below depicts the output gap, a summary measure that compares current demand to potential supply.</p><p><img src=\"https://cdn-news.jin10.com/fd1d56ed-fb0f-4278-a554-e424fd1a284a.png\" tg-width=\"875\" tg-height=\"493\" referrerpolicy=\"no-referrer\"></p><p>When the line is above the zero level, it indicates inflationary pressures are accumulating, Russel Investments said. When this line falls below the level of zero, it indicates that deflationary pressures are dominant. So the reason why inflation slowed in early 2020 or early 2009, when the Fed was on a money-printing spree and the U.S. government was running massive fiscal stimulus, is simply that<b>Insufficient aggregate demand.</b></p><p><b>02. Inflation is unlikely to continue to rise until next year</b></p><p>Russel Investments said that despite the massive fiscal stimulus and the gradual recovery of the economy, aggregate demand remains weak, especially for the services sector.</p><p>Russel Investments expects the strong growth of the economy in 2021 will help the U.S. emerge from its current woes faster than it did during the 2008 financial crisis.</p><p>Separately, it's worth noting that pent-up consumer demand is being unleashed as more pandemic-related restrictions are lifted, and inflation is likely to spike in the near term later this year.</p><p>Powell said the same thing at last week's Fed policy meeting, where he stressed<b><u>The rapid surge in inflation will all be short-lived, not long-lasting.</u></b></p><p>Russel Investments agrees, arguing that<b><u>Ongoing inflationary pressures won't appear until 2022 at the earliest</u></b>。 Russel Investments came to this view because their models show that the U.S. core consumer price index inflation measure (PCE), a measure typically used by the Federal Reserve to measure inflation, is expected to hit 1.8% by the end of the year.</p><p><img src=\"https://cdn-news.jin10.com/35bc3b74-794e-4042-a092-844302e2299f.png\" tg-width=\"1064\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p>As can be seen from the chart above, the 1.8% level is below the Fed's inflation target. For most of the past decade, inflation has been below the Fed's target level. But the Fed is trying to keep inflation above target, so that means the Fed's easing policy will last longer.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=70359&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn-news.jin10.com/a36f8655-538e-47bb-a0fe-411946e25222.png/lite","relate_stocks":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=70359&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2109715977","content_text":"Russel Investments认为，在美国经济完全复苏之前，美联储还将继续干预国债市场。此前，美联储宣布将其隔夜利率保持在零附近的水平。这符合预期，因为数以百万计的美国人仍然没有工作，通货膨胀率仍然低于目标，而美联储希望在上调利率前使通胀达到预期目标。Russel Investments预计在2024年年初之前，美联储可能撤回对经济的支撑。长期利率的水平不仅取决于美联储今年的预期举措，还取决于未来几年的预期。Russel Investments认为，到2021年底，10年期美国国债的收益率将维持在1.1%至1.6%之间，即收益率仅较当前水平小幅上升。Russel Investments认为，对于10年期美国国债收益率，关键在于通胀压力什么时候将对基准利率构成威胁，以及美联储每月1200亿美元的购债计划还将持续多久。01、美联储希望通胀水平更高Russel Investments表示，对于股市来说，经济复苏阶段往往是股市周期中强劲的阶段，因为此时经济的增长将显著高于平均水平。但对债券市场而言，更重要的是经济活动水平而不是经济增长水平，因为经济活动水平是驱动通胀的动力，而投资者为债券定价又取决于通胀。Russel Investments称，有很多人误解了通胀的原因。有些人可能听说过津巴布韦的恶性通货膨胀，因此认为印钞会导致失控的通货膨胀和货币贬值。但实际上，通胀的发生过程有点复杂。简单来说，可以把通货膨胀理解为一种平衡供给和需求的方式。比如从微观层面来说，如果家长想给孩子买一台电子产品，那么他需要付出高于这台电子产品建议零售价的钱，因为相对于可供应的电子产品数量来说，市场的需求太大了，所以价格会被推高。在宏观层面上，经济学家使用总需求和总供给来描绘通货膨胀水平。总需求是消费者、企业和政府支出（即GDP）的函数；总供给是满足这种需求的人和机器的数量和质量的函数。下图描绘了产出缺口的情况，即一种比较当前需求与潜在供应的汇总指标。Russel Investments说，当这条线高于零的水平时，表明通胀压力正在累积。当这条线低于零的水平时，表明通缩压力占据主导地位。因此，通胀率在2020年初或2009年初（当时美联储在疯狂印钞，而美国政府实行大规模财政刺激措施）放缓的原因很简单，那就是总需求不足。02、通胀在明年之前不太可能持续上升Russel Investments表示，如今虽然有大规模的财政刺激措施，经济也逐渐复苏，但总需求仍然疲弱，特别是对于服务业的需求。Russel Investments预计，2021年经济的强劲增长将有助于美国比2008年金融危机时更快地摆脱当前的困境。另外，值得注意的是，随着更多与疫情相关的限制措施的取消，被压抑的消费需求正在释放，今年晚些时候通胀可能会在短期内飙升。鲍威尔在上周的美联储政策会议上也说了同样的话，他强调通胀的迅速飙升都将是短暂的，而不是持久的。Russel Investments对此表示认同，并认为持续的通胀压力最早也要到2022年才会出现。Russel Investments得出这一观点的原因是，他们的模型显示美国核心个人消费价格指数通胀指标（PCE）预期到今年年底将触及1.8%，该指标是美联储通常使用的衡量通胀的指标。而从上图可以看出，1.8%的水平低于美联储的通胀目标。在过去十年的大部分时间里，通胀率都低于美联储的目标水平。但美联储正试图使通胀率高于目标水平，因此这意味着美联储的宽松政策将持续更长的时间。","news_type":1,"symbols_score_info":{"ZBmain":0.9,"TNmain":0.9,"ZTmain":0.9,"ZNmain":0.9,"UBmain":0.9,"ZFmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380744368,"gmtCreate":1612603895154,"gmtModify":1704873182668,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380744368","repostId":"380736127","repostType":1,"repost":{"id":380736127,"gmtCreate":1612587110769,"gmtModify":1704873097008,"author":{"id":"3488157435400312","authorId":"3488157435400312","name":"GPLP犀牛财经","avatar":"https://static.tigerbbs.com/14abc57b2bc335b01ce8f7df19813f91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488157435400312","authorIdStr":"3488157435400312"},"themes":[],"title":"年輕人正如何向“第四消費時代”過渡","htmlText":"作者：李東耳來源：GPLP犀牛財經（ID:gplpcn）在日本作家三浦展的《第四消費時代》一書當中，他詳細描述了第四消費時代的特徵：在第四消費時代，人們普遍重視“共享”，從崇尚時尚、奢侈品，經歷注重質量和舒適度，進而過渡到迴歸內心的滿足感，從崇尚歐美、嚮往都市到地方意識。在全球範圍內，不僅在日本，包括美國在內都同樣經歷了這個過程，如今，種種跡象表明，中國也正在向“第四消費時代”過渡。二手閒置平臺閒魚發佈了一組新現象，提到了爲AirPod找另一半、小樣女孩、特斯拉冷靜期、閒魚式脫粉、代過春節……這些新現象都證明，年輕消費者開始不斷重視“共享”，引領新閒置消費，並且大家對於消費迴歸到了質量及舒適度爲主，同時兼顧情感及內心的滿足。中國向第四消費時代過渡現實表明，中國的第四消費時代正在由Z世代引領。對於Z世代來講，在閒魚消費不僅成爲年輕人的潮流，更是他們消費習慣最真實的註解。據閒魚相關報告顯示，在閒魚平臺上，目前有超過60%的用戶爲90後，其中35%爲95後（Z世代）。與日本向第四消費時代過渡時相似的是，當下，我國的消費市場也在發生着改變，三四線城市的消費還在持續升級，一二線城市的消費開始逐漸理性。回顧日本向第四消費時代過渡時，年輕人對消費市場格局的變化起着至關重要的影響。一個重要的變化就是年輕人們不再盲目追求高檔消費品，而是轉向一些中低端品牌。90年代末，日本掀起了一次LV熱潮，一度熱到了沒有LV都不好意思出門的情況。但到了2010年前後，LV卻突然失寵，甚至被打上了“鄉下人”、“暴發戶”的標籤。LV失寵的同時，從羞於穿出門到新款被搶購一空，優衣庫卻在日本崛起。有趣的是，LV在日本的遭遇正在國內重演。國內市場上的高檔奢侈品雖然銷量還在提升，但增速卻被不少中低端品牌吊打，不少曾經被嫌棄的國貨品牌正在逐漸被年輕消費者們認可，在中國的消費品行業掀起了一輪國貨潮。比如，成立於1927年的","listText":"作者：李東耳來源：GPLP犀牛財經（ID:gplpcn）在日本作家三浦展的《第四消費時代》一書當中，他詳細描述了第四消費時代的特徵：在第四消費時代，人們普遍重視“共享”，從崇尚時尚、奢侈品，經歷注重質量和舒適度，進而過渡到迴歸內心的滿足感，從崇尚歐美、嚮往都市到地方意識。在全球範圍內，不僅在日本，包括美國在內都同樣經歷了這個過程，如今，種種跡象表明，中國也正在向“第四消費時代”過渡。二手閒置平臺閒魚發佈了一組新現象，提到了爲AirPod找另一半、小樣女孩、特斯拉冷靜期、閒魚式脫粉、代過春節……這些新現象都證明，年輕消費者開始不斷重視“共享”，引領新閒置消費，並且大家對於消費迴歸到了質量及舒適度爲主，同時兼顧情感及內心的滿足。中國向第四消費時代過渡現實表明，中國的第四消費時代正在由Z世代引領。對於Z世代來講，在閒魚消費不僅成爲年輕人的潮流，更是他們消費習慣最真實的註解。據閒魚相關報告顯示，在閒魚平臺上，目前有超過60%的用戶爲90後，其中35%爲95後（Z世代）。與日本向第四消費時代過渡時相似的是，當下，我國的消費市場也在發生着改變，三四線城市的消費還在持續升級，一二線城市的消費開始逐漸理性。回顧日本向第四消費時代過渡時，年輕人對消費市場格局的變化起着至關重要的影響。一個重要的變化就是年輕人們不再盲目追求高檔消費品，而是轉向一些中低端品牌。90年代末，日本掀起了一次LV熱潮，一度熱到了沒有LV都不好意思出門的情況。但到了2010年前後，LV卻突然失寵，甚至被打上了“鄉下人”、“暴發戶”的標籤。LV失寵的同時，從羞於穿出門到新款被搶購一空，優衣庫卻在日本崛起。有趣的是，LV在日本的遭遇正在國內重演。國內市場上的高檔奢侈品雖然銷量還在提升，但增速卻被不少中低端品牌吊打，不少曾經被嫌棄的國貨品牌正在逐漸被年輕消費者們認可，在中國的消費品行業掀起了一輪國貨潮。比如，成立於1927年的","text":"作者：李東耳來源：GPLP犀牛財經（ID:gplpcn）在日本作家三浦展的《第四消費時代》一書當中，他詳細描述了第四消費時代的特徵：在第四消費時代，人們普遍重視“共享”，從崇尚時尚、奢侈品，經歷注重質量和舒適度，進而過渡到迴歸內心的滿足感，從崇尚歐美、嚮往都市到地方意識。在全球範圍內，不僅在日本，包括美國在內都同樣經歷了這個過程，如今，種種跡象表明，中國也正在向“第四消費時代”過渡。二手閒置平臺閒魚發佈了一組新現象，提到了爲AirPod找另一半、小樣女孩、特斯拉冷靜期、閒魚式脫粉、代過春節……這些新現象都證明，年輕消費者開始不斷重視“共享”，引領新閒置消費，並且大家對於消費迴歸到了質量及舒適度爲主，同時兼顧情感及內心的滿足。中國向第四消費時代過渡現實表明，中國的第四消費時代正在由Z世代引領。對於Z世代來講，在閒魚消費不僅成爲年輕人的潮流，更是他們消費習慣最真實的註解。據閒魚相關報告顯示，在閒魚平臺上，目前有超過60%的用戶爲90後，其中35%爲95後（Z世代）。與日本向第四消費時代過渡時相似的是，當下，我國的消費市場也在發生着改變，三四線城市的消費還在持續升級，一二線城市的消費開始逐漸理性。回顧日本向第四消費時代過渡時，年輕人對消費市場格局的變化起着至關重要的影響。一個重要的變化就是年輕人們不再盲目追求高檔消費品，而是轉向一些中低端品牌。90年代末，日本掀起了一次LV熱潮，一度熱到了沒有LV都不好意思出門的情況。但到了2010年前後，LV卻突然失寵，甚至被打上了“鄉下人”、“暴發戶”的標籤。LV失寵的同時，從羞於穿出門到新款被搶購一空，優衣庫卻在日本崛起。有趣的是，LV在日本的遭遇正在國內重演。國內市場上的高檔奢侈品雖然銷量還在提升，但增速卻被不少中低端品牌吊打，不少曾經被嫌棄的國貨品牌正在逐漸被年輕消費者們認可，在中國的消費品行業掀起了一輪國貨潮。比如，成立於1927年的","images":[{"img":"https://static.tigerbbs.com/3178ef036459abe295cb647611545ecb","width":"688","height":"491"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380736127","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314270851,"gmtCreate":1612359560373,"gmtModify":1704870144383,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"???????????","listText":"???????????","text":"???????????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314270851","repostId":"2108221700","repostType":2,"isVote":1,"tweetType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編輯：小市妹問：姥爺經常說好公司都顯而易見，盡人皆知。但是有些全國乃至全球性的細分行業龍頭公司，其實知名度並不高，堪稱中國經濟和A股中的隱形冠軍。在姥爺看來，有哪些公司可以稱爲隱形冠軍，值得投資者重點關注？財姥爺：顯而易見的好公司，主要是大的行業賽道里直接面向消費者的公司。比如社交領域的騰訊，電商領域的阿里、京東、拼多多、美團，家電領域的格力、美的，食品領域的海天味業和農夫山泉等等。這些萬億市場裏的龍頭企業，其產品在日常生活中被消費者廣泛使用，因此具備家喻戶曉的知名度，市值基本也是幾千億甚至幾萬億級別。你所謂的隱形冠軍，主要是在細分行業賽道爲企業客戶服務的公司。這些行業主要包括化工、工程機械、汽車零部件、建築建材、半導體以及新能源等，基本都位於上中游產業鏈。這些公司雖然在行業內有極高的地位，業績和股價表現也很好，但是其產品消費者一般不太熟悉，社會知名度也不會太高，屬於悶聲發財的類型。A股中隱性冠軍其實不少，今天先簡單介紹幾家：北新建材，建材石膏板龍頭，石膏板全球產能市佔率達到60%，過去三年平均ROE25%；東方雨虹，建材防水材料龍頭，國內市佔率超過13%，遠高於第二名，最近三年平均ROE超過20%；萬華化學，化工聚氨酯龍頭，主營產品爲MDI和TDI和聚氨酯，其MDI產能全球第一，聚氨酯銷量佔全球23%，過去三年平均ROE高達38%；浙江龍盛，化工染料龍頭，主營產品爲分散染料和活性染料，染料產量佔全國市場25%，分散染料產能全球第一，過去三年平均ROE17%；浙江鼎立，工程機械高空作業平臺龍頭，國內品牌no1，全球市佔率2.2%，距全球龍頭還有較遠距離，有巨大份額提升空間，過去三年平均ROE18%；恆立液壓，工程機械高壓油缸龍頭，其中挖掘機油缸國內市佔率超過50%，小挖泵閥市佔率近30%，過去三年平均ROE18%；福耀玻璃，汽車玻璃龍頭，全球市場佔有率27%，","listText":"作者：財姥爺 編輯：小市妹問：姥爺經常說好公司都顯而易見，盡人皆知。但是有些全國乃至全球性的細分行業龍頭公司，其實知名度並不高，堪稱中國經濟和A股中的隱形冠軍。在姥爺看來，有哪些公司可以稱爲隱形冠軍，值得投資者重點關注？財姥爺：顯而易見的好公司，主要是大的行業賽道里直接面向消費者的公司。比如社交領域的騰訊，電商領域的阿里、京東、拼多多、美團，家電領域的格力、美的，食品領域的海天味業和農夫山泉等等。這些萬億市場裏的龍頭企業，其產品在日常生活中被消費者廣泛使用，因此具備家喻戶曉的知名度，市值基本也是幾千億甚至幾萬億級別。你所謂的隱形冠軍，主要是在細分行業賽道爲企業客戶服務的公司。這些行業主要包括化工、工程機械、汽車零部件、建築建材、半導體以及新能源等，基本都位於上中游產業鏈。這些公司雖然在行業內有極高的地位，業績和股價表現也很好，但是其產品消費者一般不太熟悉，社會知名度也不會太高，屬於悶聲發財的類型。A股中隱性冠軍其實不少，今天先簡單介紹幾家：北新建材，建材石膏板龍頭，石膏板全球產能市佔率達到60%，過去三年平均ROE25%；東方雨虹，建材防水材料龍頭，國內市佔率超過13%，遠高於第二名，最近三年平均ROE超過20%；萬華化學，化工聚氨酯龍頭，主營產品爲MDI和TDI和聚氨酯，其MDI產能全球第一，聚氨酯銷量佔全球23%，過去三年平均ROE高達38%；浙江龍盛，化工染料龍頭，主營產品爲分散染料和活性染料，染料產量佔全國市場25%，分散染料產能全球第一，過去三年平均ROE17%；浙江鼎立，工程機械高空作業平臺龍頭，國內品牌no1，全球市佔率2.2%，距全球龍頭還有較遠距離，有巨大份額提升空間，過去三年平均ROE18%；恆立液壓，工程機械高壓油缸龍頭，其中挖掘機油缸國內市佔率超過50%，小挖泵閥市佔率近30%，過去三年平均ROE18%；福耀玻璃，汽車玻璃龍頭，全球市場佔有率27%，","text":"作者：財姥爺 編輯：小市妹問：姥爺經常說好公司都顯而易見，盡人皆知。但是有些全國乃至全球性的細分行業龍頭公司，其實知名度並不高，堪稱中國經濟和A股中的隱形冠軍。在姥爺看來，有哪些公司可以稱爲隱形冠軍，值得投資者重點關注？財姥爺：顯而易見的好公司，主要是大的行業賽道里直接面向消費者的公司。比如社交領域的騰訊，電商領域的阿里、京東、拼多多、美團，家電領域的格力、美的，食品領域的海天味業和農夫山泉等等。這些萬億市場裏的龍頭企業，其產品在日常生活中被消費者廣泛使用，因此具備家喻戶曉的知名度，市值基本也是幾千億甚至幾萬億級別。你所謂的隱形冠軍，主要是在細分行業賽道爲企業客戶服務的公司。這些行業主要包括化工、工程機械、汽車零部件、建築建材、半導體以及新能源等，基本都位於上中游產業鏈。這些公司雖然在行業內有極高的地位，業績和股價表現也很好，但是其產品消費者一般不太熟悉，社會知名度也不會太高，屬於悶聲發財的類型。A股中隱性冠軍其實不少，今天先簡單介紹幾家：北新建材，建材石膏板龍頭，石膏板全球產能市佔率達到60%，過去三年平均ROE25%；東方雨虹，建材防水材料龍頭，國內市佔率超過13%，遠高於第二名，最近三年平均ROE超過20%；萬華化學，化工聚氨酯龍頭，主營產品爲MDI和TDI和聚氨酯，其MDI產能全球第一，聚氨酯銷量佔全球23%，過去三年平均ROE高達38%；浙江龍盛，化工染料龍頭，主營產品爲分散染料和活性染料，染料產量佔全國市場25%，分散染料產能全球第一，過去三年平均ROE17%；浙江鼎立，工程機械高空作業平臺龍頭，國內品牌no1，全球市佔率2.2%，距全球龍頭還有較遠距離，有巨大份額提升空間，過去三年平均ROE18%；恆立液壓，工程機械高壓油缸龍頭，其中挖掘機油缸國內市佔率超過50%，小挖泵閥市佔率近30%，過去三年平均ROE18%；福耀玻璃，汽車玻璃龍頭，全球市場佔有率27%，","images":[{"img":"https://static.tigerbbs.com/bd4449beb7c97e52c42592303d73e9b0","width":"688","height":"293"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312306111","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319641132,"gmtCreate":1611583280426,"gmtModify":1704860963718,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319641132","repostId":"1141326151","repostType":4,"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319822626,"gmtCreate":1611569155565,"gmtModify":1704860805668,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319822626","repostId":"2105463676","repostType":2,"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":819104206,"gmtCreate":1630040250905,"gmtModify":1676530208256,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"150%","listText":"150%","text":"150%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819104206","repostId":"2162144460","repostType":2,"repost":{"id":"2162144460","kind":"news","pubTimestamp":1630024207,"share":"https://ttm.financial/m/news/2162144460?lang=en_US&edition=fundamental","pubTime":"2021-08-27 08:30","market":"sh","language":"zh","title":"CITIC Securities: Focus Media's performance has recovered strongly and is optimistic about the company's core ladder media traffic value","url":"https://stock-news.laohu8.com/highlight/detail?id=2162144460","media":"格隆汇APP","summary":"格隆汇8月27日丨中信证券指出，分众传媒2021年上半年广告投放同比显著恢复，楼宇媒体收入持续改善，实现营收73.3亿元(YoY+58.9%)，实现归母净利润29.0亿元(YoY+252.2%)，对应归母净利率39.6%。公司广告主结构持续优化，成本持续改善，我们认为公司将保持较好的景气度，长期线下流量入口与品牌媒体价值稳固，维持“买入”评级。","content":"<p><html><body>Gelonghui August 27 |<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>pointed out that,<a href=\"https://laohu8.com/S/002027\">Focus Media</a>In the first half of 2021, advertising recovered significantly year-on-year, and revenue from building media continued to improve, achieving revenue of 7.33 billion yuan (YoY +58.9%) and net profit attributable to the parent of 2.90 billion yuan (YoY +252.2%), corresponding to a net profit margin attributable to the parent of 39.6%. The company's advertiser structure continues to be optimized and the cost continues to improve. We believe that the company will maintain a good prosperity, with a stable value of long-term offline traffic entrance and brand media, and maintain a \"buy\" rating.</p><p></body></html></p>","source":"sina_symbol","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>CITIC Securities: Focus Media's performance has recovered strongly and is optimistic about the company's core ladder media traffic value</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nCITIC Securities: Focus Media's performance has recovered strongly and is optimistic about the company's core ladder media traffic value\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇APP</strong><span class=\"h-time small\">2021-08-27 08:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Gelonghui August 27 |<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>pointed out that,<a href=\"https://laohu8.com/S/002027\">Focus Media</a>In the first half of 2021, advertising recovered significantly year-on-year, and revenue from building media continued to improve, achieving revenue of 7.33 billion yuan (YoY +58.9%) and net profit attributable to the parent of 2.90 billion yuan (YoY +252.2%), corresponding to a net profit margin attributable to the parent of 39.6%. The company's advertiser structure continues to be optimized and the cost continues to improve. We believe that the company will maintain a good prosperity, with a stable value of long-term offline traffic entrance and brand media, and maintain a \"buy\" rating.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001g6vy.html\">格隆汇APP</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"600030":"中信证券","06030":"中信证券","002027":"分众传媒"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001g6vy.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162144460","content_text":"格隆汇8月27日丨中信证券指出，分众传媒2021年上半年广告投放同比显著恢复，楼宇媒体收入持续改善，实现营收73.3亿元(YoY+58.9%)，实现归母净利润29.0亿元(YoY+252.2%)，对应归母净利率39.6%。公司广告主结构持续优化，成本持续改善，我们认为公司将保持较好的景气度，长期线下流量入口与品牌媒体价值稳固，维持“买入”评级。","news_type":1,"symbols_score_info":{"600030":1,"06030":1,"002027":1}},"isVote":1,"tweetType":1,"viewCount":3392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836965690,"gmtCreate":1629448188410,"gmtModify":1676530044511,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836965690","repostId":"1186223315","repostType":2,"repost":{"id":"1186223315","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":1621928567,"share":"https://ttm.financial/m/news/1186223315?lang=en_US&edition=fundamental","pubTime":"2021-05-25 15:42","market":"sh","language":"zh","title":"A-share fierce! Which Chinese stocks are Morgan Stanley bullish on in the second half of the year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186223315","media":"老虎资讯综合","summary":"A股今日（5月25日）迎来久违爆发！沪指大涨2.4%，报收3581.34点；深证成指涨2.34%，报收14846.45点；创业板指涨2.79%，报收3227.36点。金融、白酒、军工等板块大涨，北向资","content":"<p>Today (May 25th), A shares ushered in a long-lost outbreak! The Shanghai Composite Index rose 2.4% to close at 3,581.34 points; Shenzhen Component Index rose 2.34% to close at 14,846.45 points; The GEM index rose 2.79% to close at 3,227.36 points. Finance, liquor, military industry and other sectors soared, and the net inflow of northbound funds reached 24.774 billion yuan, a record high; The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan, the first time since February 24th. The market is rejoicing, and there is a trend of a bull market coming back. So, what is the judgment of big foreign banks on how the Chinese market will go next? Which stocks are bullish?</p><p><img src=\"https://static.tigerbbs.com/35b0e9233512f5c767aadc4b0af96f50\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analysts are so cautious about the Chinese market that they have downgraded once-hot sectors and turned their attention to individual stocks.</p><p>Multiple uncertainties such as inflation, tighter monetary policy and tighter regulation of Chinese tech companies will weigh on the market as a whole, Morgan Stanley Asian equity market strategists wrote in their mid-year outlook for Chinese equities released on May 17. In this environment, one of the few certainty factors is that pricing power will be a key driver of outperformance this year. That makes stock picking a key investment strategy, they say.</p><p>Here are five stocks that Morgan Stanley is bullish on that will reach double-digit gains in China and Hong Kong:</p><p><b><a href=\"https://laohu8.com/S/600176\">Chinese boulders</a></b>– Among the high-quality companies Morgan Stanley screened, the SSE-listed fiberglass maker is one of them, which analysts expect to benefit from pricing power. Morgan Stanley expects its share price to rise from 17.30 yuan per share to about 30.98 yuan, an increase of 79.1%.</p><p><img src=\"https://static.tigerbbs.com/c61362ed37c32b5b4b7973891f1aa85e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/01128\">Wynn Macau</a></b>– The Hong Kong-listed company is a leader in gambling in Macau and one of the few companies Morgan Stanley expects corporate pricing power to improve. Morgan Stanley expects the stock to rise 56.7% to about HK$21 at a price of HK$13.40 per share.</p><p><img src=\"https://static.tigerbbs.com/274c3fe87bffaf7f47d24a3d43193110\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/300776\">Dier laser</a></b>-The Wuhan-based company develops and sells laser technology to solar panel manufacturers. Morgan Stanley expects its share price to rise from 107.2 yuan to 174.09 yuan per share, or 62.4%.</p><p><img src=\"https://static.tigerbbs.com/c580417db8c48b873bb2c248e62b0bf2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/002352\">SF Holding</a></b>-The Chinese express delivery giant belongs to the \"industrial\" category that Morgan Stanley expects to benefit from rising inflation. These strategists also like consumer services and durable goods as private spending recovers. But they downgraded the e-commerce industry to underweight. Morgan Stanley expects SF Express's share price to rise from 62.90 yuan to 95.73 yuan per share, an increase of 52.2%.</p><p><img src=\"https://static.tigerbbs.com/bfff1fbd2280ee4943fc7c6960e51686\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/002027\">Focus Media</a></b>-The Chinese offline advertising giant has focused its strategy on elevator advertising. The Morgan Stanley report says advertising is one of the sectors where prices are rising right now. Its share price is expected to rise from 9.90 yuan to 14.10 yuan per share, or 42.4%.</p><p><img src=\"https://static.tigerbbs.com/dd5d726c14a4503b2be6795cab6e9c36\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>A-share fierce! Which Chinese stocks are Morgan Stanley bullish on in the second half of the year?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nA-share fierce! Which Chinese stocks are Morgan Stanley bullish on in the second half of the year?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-05-25 15:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Today (May 25th), A shares ushered in a long-lost outbreak! The Shanghai Composite Index rose 2.4% to close at 3,581.34 points; Shenzhen Component Index rose 2.34% to close at 14,846.45 points; The GEM index rose 2.79% to close at 3,227.36 points. Finance, liquor, military industry and other sectors soared, and the net inflow of northbound funds reached 24.774 billion yuan, a record high; The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan, the first time since February 24th. The market is rejoicing, and there is a trend of a bull market coming back. So, what is the judgment of big foreign banks on how the Chinese market will go next? Which stocks are bullish?</p><p><img src=\"https://static.tigerbbs.com/35b0e9233512f5c767aadc4b0af96f50\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analysts are so cautious about the Chinese market that they have downgraded once-hot sectors and turned their attention to individual stocks.</p><p>Multiple uncertainties such as inflation, tighter monetary policy and tighter regulation of Chinese tech companies will weigh on the market as a whole, Morgan Stanley Asian equity market strategists wrote in their mid-year outlook for Chinese equities released on May 17. In this environment, one of the few certainty factors is that pricing power will be a key driver of outperformance this year. That makes stock picking a key investment strategy, they say.</p><p>Here are five stocks that Morgan Stanley is bullish on that will reach double-digit gains in China and Hong Kong:</p><p><b><a href=\"https://laohu8.com/S/600176\">Chinese boulders</a></b>– Among the high-quality companies Morgan Stanley screened, the SSE-listed fiberglass maker is one of them, which analysts expect to benefit from pricing power. Morgan Stanley expects its share price to rise from 17.30 yuan per share to about 30.98 yuan, an increase of 79.1%.</p><p><img src=\"https://static.tigerbbs.com/c61362ed37c32b5b4b7973891f1aa85e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/01128\">Wynn Macau</a></b>– The Hong Kong-listed company is a leader in gambling in Macau and one of the few companies Morgan Stanley expects corporate pricing power to improve. Morgan Stanley expects the stock to rise 56.7% to about HK$21 at a price of HK$13.40 per share.</p><p><img src=\"https://static.tigerbbs.com/274c3fe87bffaf7f47d24a3d43193110\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/300776\">Dier laser</a></b>-The Wuhan-based company develops and sells laser technology to solar panel manufacturers. Morgan Stanley expects its share price to rise from 107.2 yuan to 174.09 yuan per share, or 62.4%.</p><p><img src=\"https://static.tigerbbs.com/c580417db8c48b873bb2c248e62b0bf2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/002352\">SF Holding</a></b>-The Chinese express delivery giant belongs to the \"industrial\" category that Morgan Stanley expects to benefit from rising inflation. These strategists also like consumer services and durable goods as private spending recovers. But they downgraded the e-commerce industry to underweight. Morgan Stanley expects SF Express's share price to rise from 62.90 yuan to 95.73 yuan per share, an increase of 52.2%.</p><p><img src=\"https://static.tigerbbs.com/bfff1fbd2280ee4943fc7c6960e51686\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/002027\">Focus Media</a></b>-The Chinese offline advertising giant has focused its strategy on elevator advertising. The Morgan Stanley report says advertising is one of the sectors where prices are rising right now. Its share price is expected to rise from 9.90 yuan to 14.10 yuan per share, or 42.4%.</p><p><img src=\"https://static.tigerbbs.com/dd5d726c14a4503b2be6795cab6e9c36\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18f26a21557b2b9fbf841d276ecb7796","relate_stocks":{"300776":"帝尔激光","399001":"深证成指","399006":"创业板指","600176":"中国巨石","01128":"永利澳门","002027":"分众传媒","002352":"顺丰控股","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186223315","content_text":"A股今日（5月25日）迎来久违爆发！沪指大涨2.4%，报收3581.34点；深证成指涨2.34%，报收14846.45点；创业板指涨2.79%，报收3227.36点。金融、白酒、军工等板块大涨，北向资金净流入达247.74亿元，创历史新高；沪深两市成交额突破1万亿元，为2月24日以来首次。市场欢欣鼓舞，大有牛市再来之势。那么，外资大行对中国市场接下来如何走有何判断？看好哪些股票？摩根士丹利分析师对中国市场抱持谨慎态度，以至于将曾经一些炙手可热的板块降级，而把目光转向了一些个股。大摩亚洲股市策略师在5月17日发布的中国股市年中展望中写道，诸如通胀、货币政策收紧以及对中国科技公司的更严格监管等多重不确定因素将对整个市场构成压力。在这种环境下，少数确定因素之一是定价能力将成为今年表现出色的关键驱动力。他们说，这使得选股成为关键的投资策略。以下是大摩看好的在中国内地和香港市场中股票涨幅将达到两位数的五只股票：中国巨石 – 在摩根士丹利筛选的高品质公司中，这家在上交所上市的玻璃纤维制造商是其中之一，分析师预计这将从定价能力中受益。大摩预计，其股价将从每股17.30元升至约30.98元，涨幅为79.1％。永利澳门 – 这家在香港上市的公司是澳门博彩业的领导者，也是摩根士丹利预计企业定价能力将提高的少数几个公司之一。大摩预计，若以每股13.40港元的价格计算，该股将上涨56.7％，至每股约21港元。帝尔激光 — 这家位于武汉的公司开发和销售激光技术给太阳能电池板制造商。摩根士丹利预计，其股价将从每股107.2元升至174.09元，涨幅为62.4％。顺丰控股 — 这家中国快递业巨头属于摩根士丹利预期将随着通货膨胀率上升而受益的“工业”类企业。随着私人支出的恢复，这些策略师们也喜欢消费者服务和耐用品。但是他们将电子商务行业的评级降低到了减持。摩根士丹利预计，顺丰股价将从每股62.90元升至95.73元，涨幅为52.2％。分众传媒 - 这家中国线下广告巨头将其战略重点放在电梯广告上。摩根士丹利的报告称，广告业是目前价格上涨的行业之一。预计其股价将从每股9.90元升至14.10元，涨幅为42.4％。","news_type":1,"symbols_score_info":{"300776":0.9,"399001":0.9,"399006":0.9,"600176":0.9,"01128":0.9,"002027":0.9,"000001.SH":0.9,"002352":0.9}},"isVote":1,"tweetType":1,"viewCount":2762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831072246,"gmtCreate":1629276310085,"gmtModify":1676529987998,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"12.5➗23.75×10=5.26%","listText":"12.5➗23.75×10=5.26%","text":"12.5➗23.75×10=5.26%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831072246","repostId":"2160858427","repostType":2,"repost":{"id":"2160858427","kind":"news","pubTimestamp":1629241227,"share":"https://ttm.financial/m/news/2160858427?lang=en_US&edition=fundamental","pubTime":"2021-08-18 07:00","market":"hk","language":"zh","title":"Vanke Enterprise (02202.HK) annual A shares proposed to distribute 10 yuan 12.5 yuan Equity registration date August 24th","url":"https://stock-news.laohu8.com/highlight/detail?id=2160858427","media":"格隆汇","summary":"格隆汇8月18日丨万科企业(02202.HK)发布2020年度A股股份分红派息实施公告，拟向全体A股股东每10股派发现金红利(含税)人民币12.5元，股权登记日：2021年8月24日(周二)，除息日：2021年8月25日(周三)。","content":"<p><html><body>Gelonghui August 18 |<span><a href=\"https://laohu8.com/S/02202\">Vanke Enterprises</a>(02202.HK) issued the announcement on the implementation of A-share dividend distribution in 2020, intending to distribute a cash dividend (tax inclusive) of RMB12.5 for every 10 shares to all A-share shareholders, the share registration date is Tuesday, August 24, 2021, and the ex-dividend date is Wednesday, August 25, 2021.</span></p><p></body></html></p>","source":"stock_gelonghui","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>Vanke Enterprise (02202.HK) annual A shares proposed to distribute 10 yuan 12.5 yuan Equity registration date August 24th</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nVanke Enterprise (02202.HK) annual A shares proposed to distribute 10 yuan 12.5 yuan Equity registration date August 24th\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-08-18 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Gelonghui August 18 |<span><a href=\"https://laohu8.com/S/02202\">Vanke Enterprises</a>(02202.HK) issued the announcement on the implementation of A-share dividend distribution in 2020, intending to distribute a cash dividend (tax inclusive) of RMB12.5 for every 10 shares to all A-share shareholders, the share registration date is Tuesday, August 24, 2021, and the ex-dividend date is Wednesday, August 25, 2021.</span></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/news/detail.html?id=601438\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e0ab8365ea89ee143187cbf51d23ba8f","relate_stocks":{"02202":"万科企业","000002":"万科A"},"source_url":"https://www.gelonghui.com/news/detail.html?id=601438","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160858427","content_text":"格隆汇8月18日丨万科企业(02202.HK)发布2020年度A股股份分红派息实施公告，拟向全体A股股东每10股派发现金红利(含税)人民币12.5元，股权登记日：2021年8月24日(周二)，除息日：2021年8月25日(周三)。","news_type":1,"symbols_score_info":{"02202":1,"000002":0.9}},"isVote":1,"tweetType":1,"viewCount":3577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133902035,"gmtCreate":1621679112827,"gmtModify":1704361391859,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/133902035","repostId":"133025626","repostType":1,"repost":{"id":133025626,"gmtCreate":1621672117863,"gmtModify":1704361338770,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n  【60秒回顧“雜交水稻之父”袁隆平一生 他用一顆種子改變了世界】雜交水稻之父、中國工程院院士袁隆平因多器官功能衰竭於2021年5月22日13時07分在長沙逝世，享年91歲。袁隆平1930年9月1日生於北京，江西德安人。1953年袁隆平畢業於西南農學院，分配到湖南安江農校任教。2000年，袁隆平獲得國家最高科學技術獎。2019年9月，袁隆平被授予國家最高榮譽勳章“共和國勳章”。一分鐘回顧袁隆平生平，他用一顆種子改變了世界。[默哀] 尋夢環遊記裏有句臺詞是：死亡不是生命的終點，遺忘纔是，我會記得你。<a href=\"https://laohu8.com/S/000001.SH\">$上證指數(000001.SH)$</a>\n \n","listText":"【60秒回顧“雜交水稻之父”袁隆平一生 他用一顆種子改變了世界】雜交水稻之父、中國工程院院士袁隆平因多器官功能衰竭於2021年5月22日13時07分在長沙逝世，享年91歲。袁隆平1930年9月1日生於北京，江西德安人。1953年袁隆平畢業於西南農學院，分配到湖南安江農校任教。2000年，袁隆平獲得國家最高科學技術獎。2019年9月，袁隆平被授予國家最高榮譽勳章“共和國勳章”。一分鐘回顧袁隆平生平，他用一顆種子改變了世界。[默哀] 尋夢環遊記裏有句臺詞是：死亡不是生命的終點，遺忘纔是，我會記得你。<a href=\"https://laohu8.com/S/000001.SH\">$上證指數(000001.SH)$</a>","text":"【60秒回顧“雜交水稻之父”袁隆平一生 他用一顆種子改變了世界】雜交水稻之父、中國工程院院士袁隆平因多器官功能衰竭於2021年5月22日13時07分在長沙逝世，享年91歲。袁隆平1930年9月1日生於北京，江西德安人。1953年袁隆平畢業於西南農學院，分配到湖南安江農校任教。2000年，袁隆平獲得國家最高科學技術獎。2019年9月，袁隆平被授予國家最高榮譽勳章“共和國勳章”。一分鐘回顧袁隆平生平，他用一顆種子改變了世界。[默哀] 尋夢環遊記裏有句臺詞是：死亡不是生命的終點，遺忘纔是，我會記得你。$上證指數(000001.SH)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/133025626","isVote":1,"tweetType":2,"object":{"id":"a728f75d2fb24adb935affad6f21bb10","tweetId":"133025626","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/828f24105285890818725834800/IQ4AxoR0h8wA.mp4","poster":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/828f24105285890818725834800/coverBySnapshot_10_0.jpg"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358975975,"gmtCreate":1616658332397,"gmtModify":1704797001326,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358975975","repostId":"2122418671","repostType":4,"repost":{"id":"2122418671","kind":"highlight","pubTimestamp":1616656500,"share":"https://ttm.financial/m/news/2122418671?lang=en_US&edition=fundamental","pubTime":"2021-03-25 15:15","market":"us","language":"zh","title":"Ministry of Commerce: Pure white and flawless Xinjiang cotton cannot be smeared and tainted by any force","url":"https://stock-news.laohu8.com/highlight/detail?id=2122418671","media":"新京报","summary":"据央视新闻消息，在今天商务部举行的例行新闻发布会上，发言人高峰就H&M等国外服装品牌因新疆棉问题回应了记者的提问。高峰表示，所谓中国新疆地区存在“强迫劳动”，完全是子虚乌有，纯白无瑕的新疆棉花不容任何势力玷污抹黑。我们反对任何外部势力干涉新疆事务和中国内政，反对基于谎言和虚假信息、以所谓新疆人权问题为由对中方有关实体和个人实施制裁。","content":"<p><div>According to CCTV news, at a regular press conference held by the Ministry of Commerce today (March 25th), spokesman Gao Feng responded to reporters'questions about foreign clothing brands such as H&M due to Xinjiang cotton problems. Gao Feng said that the so-called existence of \"forced labor\" in Xinjiang, China is completely false, and the pure white and flawless cotton in Xinjiang cannot be tarnished and smeared by any force. We oppose any external interference in Xinjiang's affairs and China's internal affairs, and oppose the imposition of sanctions on relevant Chinese entities and individuals based on lies and false information on the basis of the so-called human rights issue in Xinjiang. Gao Feng emphasized that for the normal business activities and construction of multinational enterprises in China...</p><p><a href=\"https://www.bjnews.com.cn/detail/161665651315171.html\">Web link</a></div></p>","source":"highlight_bjnews","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>Ministry of Commerce: Pure white and flawless Xinjiang cotton cannot be smeared and tainted by any force</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nMinistry of Commerce: Pure white and flawless Xinjiang cotton cannot be smeared and tainted by any force\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新京报</strong><span class=\"h-time small\">2021-03-25 15:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>According to CCTV news, at a regular press conference held by the Ministry of Commerce today (March 25th), spokesman Gao Feng responded to reporters'questions about foreign clothing brands such as H&M due to Xinjiang cotton problems. Gao Feng said that the so-called existence of \"forced labor\" in Xinjiang, China is completely false, and the pure white and flawless cotton in Xinjiang cannot be tarnished and smeared by any force. We oppose any external interference in Xinjiang's affairs and China's internal affairs, and oppose the imposition of sanctions on relevant Chinese entities and individuals based on lies and false information on the basis of the so-called human rights issue in Xinjiang. Gao Feng emphasized that for the normal business activities and construction of multinational enterprises in China...</p><p><a href=\"https://www.bjnews.com.cn/detail/161665651315171.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.bjnews.com.cn/detail/161665651315171.html\">新京报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/36df0d1b19312ed3b0fd25252f9af140","relate_stocks":{"HMRZF":"Hennes & Mauritz AB"},"source_url":"https://www.bjnews.com.cn/detail/161665651315171.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122418671","content_text":"据央视新闻消息，在今天（3月25日）商务部举行的例行新闻发布会上，发言人高峰就H&M等国外服装品牌因新疆棉问题回应了记者的提问。\n高峰表示，所谓中国新疆地区存在“强迫劳动”，完全是子虚乌有，纯白无瑕的新疆棉花不容任何势力玷污抹黑。我们反对任何外部势力干涉新疆事务和中国内政，反对基于谎言和虚假信息、以所谓新疆人权问题为由对中方有关实体和个人实施制裁。\n高峰强调，对于跨国企业在中国正常的经营活动和构建产业链供应链的努力，中国政府始终持欢迎和支持态度。对于个别企业基于虚假信息作出的所谓商业决策，中国消费者已经用实际行动作出了回应。希望有关企业尊重市场规律，纠正错误做法，避免商业问题政治化。同时，我们欢迎外国企业到新疆实地考察，也愿意为各国企业在新疆开展贸易投资提供积极支持。","news_type":1,"symbols_score_info":{"HMRZF":0.9}},"isVote":1,"tweetType":1,"viewCount":2903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328469097,"gmtCreate":1615551860319,"gmtModify":1704784442047,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"1.595%","listText":"1.595%","text":"1.595%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328469097","repostId":"1191557527","repostType":4,"isVote":1,"tweetType":1,"viewCount":2482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320105796,"gmtCreate":1615033094615,"gmtModify":1704778303083,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320105796","repostId":"2117763076","repostType":4,"isVote":1,"tweetType":1,"viewCount":2735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381692357,"gmtCreate":1612959900379,"gmtModify":1704876534769,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381692357","repostId":"381881734","repostType":1,"isVote":1,"tweetType":1,"viewCount":2857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389168756,"gmtCreate":1612738574575,"gmtModify":1704873663174,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389168756","repostId":"2109715977","repostType":4,"repost":{"id":"2109715977","kind":"highlight","pubTimestamp":1612683249,"share":"https://ttm.financial/m/news/2109715977?lang=en_US&edition=fundamental","pubTime":"2021-02-07 15:34","market":"us","language":"zh","title":"Why U.S. interest rates are only likely to rise slightly in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2109715977","media":"金十数据","summary":"分析指出，持续的通胀压力最早也要到2022年才会出现。","content":"<p>Russel Investments believes that the Fed will continue to intervene in Treasury Bond until the U.S. economy fully recovers.</p><p>It comes after the Federal Reserve announced it was keeping its overnight rate near zero. That's in line with expectations as millions of Americans remain unemployed and inflation remains below target, while the Fed wants to get inflation to its desired target before raising interest rates. Russel Investments expects the Fed to potentially withdraw its support for the economy before the start of 2024.</p><p>The level of long-term interest rates depends not only on the Fed's anticipated moves this year, but also on what to expect in the coming years. Russel Investments believes the yield on the 10-year U.S. Treasury Bond will remain between 1.1% and 1.6% by the end of 2021, i.e. yields have only increased slightly from current levels.</p><p>Russel Investments believes that for the 10-year U.S. Treasury Bond yield, the key lies in when inflationary pressures will pose a threat to the benchmark interest rate and how long the Fed's $120 billion monthly bond purchase plan will last.</p><p><b>01. The Fed Wants Higher Inflation Levels</b></p><p>Russel Investments said that for the stock market, the economic recovery phase tends to be a strong phase of the stock market cycle, as this is when the economy will grow significantly above average. But for the bond market, the level of economic activity is more important than the level of economic growth, because the level of economic activity is the driving force of inflation, and investors depend on inflation to price bonds.</p><p>According to Russel Investments, there are a lot of people who misunderstand the causes of inflation. Some may have heard of Zimbabwe's hyperinflation and therefore believe that printing money can lead to runaway inflation and devaluation of the currency. But in reality,<b><u>The process of inflation is a bit complicated</u></b>。</p><p>Simply put, inflation can be understood as an equilibrium<b>Supply and demand</b>The way. For example, at the micro level, if a parent wants to buy an electronic product for his child, then he needs to pay more than the suggested retail price of this electronic product, because the market demand is too large relative to the number of electronic products available, so the price will be pushed up.</p><p>At the macro level, economists use aggregate demand and aggregate supply to portray the level of inflation. Aggregate demand is a function of consumer, business, and government spending (i.e., GDP); Total supply is a function of the quantity and quality of people and machines that meet this demand. The chart below depicts the output gap, a summary measure that compares current demand to potential supply.</p><p><img src=\"https://cdn-news.jin10.com/fd1d56ed-fb0f-4278-a554-e424fd1a284a.png\" tg-width=\"875\" tg-height=\"493\" referrerpolicy=\"no-referrer\"></p><p>When the line is above the zero level, it indicates inflationary pressures are accumulating, Russel Investments said. When this line falls below the level of zero, it indicates that deflationary pressures are dominant. So the reason why inflation slowed in early 2020 or early 2009, when the Fed was on a money-printing spree and the U.S. government was running massive fiscal stimulus, is simply that<b>Insufficient aggregate demand.</b></p><p><b>02. Inflation is unlikely to continue to rise until next year</b></p><p>Russel Investments said that despite the massive fiscal stimulus and the gradual recovery of the economy, aggregate demand remains weak, especially for the services sector.</p><p>Russel Investments expects the strong growth of the economy in 2021 will help the U.S. emerge from its current woes faster than it did during the 2008 financial crisis.</p><p>Separately, it's worth noting that pent-up consumer demand is being unleashed as more pandemic-related restrictions are lifted, and inflation is likely to spike in the near term later this year.</p><p>Powell said the same thing at last week's Fed policy meeting, where he stressed<b><u>The rapid surge in inflation will all be short-lived, not long-lasting.</u></b></p><p>Russel Investments agrees, arguing that<b><u>Ongoing inflationary pressures won't appear until 2022 at the earliest</u></b>。 Russel Investments came to this view because their models show that the U.S. core consumer price index inflation measure (PCE), a measure typically used by the Federal Reserve to measure inflation, is expected to hit 1.8% by the end of the year.</p><p><img src=\"https://cdn-news.jin10.com/35bc3b74-794e-4042-a092-844302e2299f.png\" tg-width=\"1064\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p>As can be seen from the chart above, the 1.8% level is below the Fed's inflation target. For most of the past decade, inflation has been below the Fed's target level. But the Fed is trying to keep inflation above target, so that means the Fed's easing policy will last longer.</p>","source":"xnew_highlight","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>Why U.S. interest rates are only likely to rise slightly in 2021</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWhy U.S. interest rates are only likely to rise slightly in 2021\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-02-07 15:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Russel Investments believes that the Fed will continue to intervene in Treasury Bond until the U.S. economy fully recovers.</p><p>It comes after the Federal Reserve announced it was keeping its overnight rate near zero. That's in line with expectations as millions of Americans remain unemployed and inflation remains below target, while the Fed wants to get inflation to its desired target before raising interest rates. Russel Investments expects the Fed to potentially withdraw its support for the economy before the start of 2024.</p><p>The level of long-term interest rates depends not only on the Fed's anticipated moves this year, but also on what to expect in the coming years. Russel Investments believes the yield on the 10-year U.S. Treasury Bond will remain between 1.1% and 1.6% by the end of 2021, i.e. yields have only increased slightly from current levels.</p><p>Russel Investments believes that for the 10-year U.S. Treasury Bond yield, the key lies in when inflationary pressures will pose a threat to the benchmark interest rate and how long the Fed's $120 billion monthly bond purchase plan will last.</p><p><b>01. The Fed Wants Higher Inflation Levels</b></p><p>Russel Investments said that for the stock market, the economic recovery phase tends to be a strong phase of the stock market cycle, as this is when the economy will grow significantly above average. But for the bond market, the level of economic activity is more important than the level of economic growth, because the level of economic activity is the driving force of inflation, and investors depend on inflation to price bonds.</p><p>According to Russel Investments, there are a lot of people who misunderstand the causes of inflation. Some may have heard of Zimbabwe's hyperinflation and therefore believe that printing money can lead to runaway inflation and devaluation of the currency. But in reality,<b><u>The process of inflation is a bit complicated</u></b>。</p><p>Simply put, inflation can be understood as an equilibrium<b>Supply and demand</b>The way. For example, at the micro level, if a parent wants to buy an electronic product for his child, then he needs to pay more than the suggested retail price of this electronic product, because the market demand is too large relative to the number of electronic products available, so the price will be pushed up.</p><p>At the macro level, economists use aggregate demand and aggregate supply to portray the level of inflation. Aggregate demand is a function of consumer, business, and government spending (i.e., GDP); Total supply is a function of the quantity and quality of people and machines that meet this demand. The chart below depicts the output gap, a summary measure that compares current demand to potential supply.</p><p><img src=\"https://cdn-news.jin10.com/fd1d56ed-fb0f-4278-a554-e424fd1a284a.png\" tg-width=\"875\" tg-height=\"493\" referrerpolicy=\"no-referrer\"></p><p>When the line is above the zero level, it indicates inflationary pressures are accumulating, Russel Investments said. When this line falls below the level of zero, it indicates that deflationary pressures are dominant. So the reason why inflation slowed in early 2020 or early 2009, when the Fed was on a money-printing spree and the U.S. government was running massive fiscal stimulus, is simply that<b>Insufficient aggregate demand.</b></p><p><b>02. Inflation is unlikely to continue to rise until next year</b></p><p>Russel Investments said that despite the massive fiscal stimulus and the gradual recovery of the economy, aggregate demand remains weak, especially for the services sector.</p><p>Russel Investments expects the strong growth of the economy in 2021 will help the U.S. emerge from its current woes faster than it did during the 2008 financial crisis.</p><p>Separately, it's worth noting that pent-up consumer demand is being unleashed as more pandemic-related restrictions are lifted, and inflation is likely to spike in the near term later this year.</p><p>Powell said the same thing at last week's Fed policy meeting, where he stressed<b><u>The rapid surge in inflation will all be short-lived, not long-lasting.</u></b></p><p>Russel Investments agrees, arguing that<b><u>Ongoing inflationary pressures won't appear until 2022 at the earliest</u></b>。 Russel Investments came to this view because their models show that the U.S. core consumer price index inflation measure (PCE), a measure typically used by the Federal Reserve to measure inflation, is expected to hit 1.8% by the end of the year.</p><p><img src=\"https://cdn-news.jin10.com/35bc3b74-794e-4042-a092-844302e2299f.png\" tg-width=\"1064\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p>As can be seen from the chart above, the 1.8% level is below the Fed's inflation target. For most of the past decade, inflation has been below the Fed's target level. But the Fed is trying to keep inflation above target, so that means the Fed's easing policy will last longer.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=70359&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn-news.jin10.com/a36f8655-538e-47bb-a0fe-411946e25222.png/lite","relate_stocks":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=70359&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2109715977","content_text":"Russel Investments认为，在美国经济完全复苏之前，美联储还将继续干预国债市场。此前，美联储宣布将其隔夜利率保持在零附近的水平。这符合预期，因为数以百万计的美国人仍然没有工作，通货膨胀率仍然低于目标，而美联储希望在上调利率前使通胀达到预期目标。Russel Investments预计在2024年年初之前，美联储可能撤回对经济的支撑。长期利率的水平不仅取决于美联储今年的预期举措，还取决于未来几年的预期。Russel Investments认为，到2021年底，10年期美国国债的收益率将维持在1.1%至1.6%之间，即收益率仅较当前水平小幅上升。Russel Investments认为，对于10年期美国国债收益率，关键在于通胀压力什么时候将对基准利率构成威胁，以及美联储每月1200亿美元的购债计划还将持续多久。01、美联储希望通胀水平更高Russel Investments表示，对于股市来说，经济复苏阶段往往是股市周期中强劲的阶段，因为此时经济的增长将显著高于平均水平。但对债券市场而言，更重要的是经济活动水平而不是经济增长水平，因为经济活动水平是驱动通胀的动力，而投资者为债券定价又取决于通胀。Russel Investments称，有很多人误解了通胀的原因。有些人可能听说过津巴布韦的恶性通货膨胀，因此认为印钞会导致失控的通货膨胀和货币贬值。但实际上，通胀的发生过程有点复杂。简单来说，可以把通货膨胀理解为一种平衡供给和需求的方式。比如从微观层面来说，如果家长想给孩子买一台电子产品，那么他需要付出高于这台电子产品建议零售价的钱，因为相对于可供应的电子产品数量来说，市场的需求太大了，所以价格会被推高。在宏观层面上，经济学家使用总需求和总供给来描绘通货膨胀水平。总需求是消费者、企业和政府支出（即GDP）的函数；总供给是满足这种需求的人和机器的数量和质量的函数。下图描绘了产出缺口的情况，即一种比较当前需求与潜在供应的汇总指标。Russel Investments说，当这条线高于零的水平时，表明通胀压力正在累积。当这条线低于零的水平时，表明通缩压力占据主导地位。因此，通胀率在2020年初或2009年初（当时美联储在疯狂印钞，而美国政府实行大规模财政刺激措施）放缓的原因很简单，那就是总需求不足。02、通胀在明年之前不太可能持续上升Russel Investments表示，如今虽然有大规模的财政刺激措施，经济也逐渐复苏，但总需求仍然疲弱，特别是对于服务业的需求。Russel Investments预计，2021年经济的强劲增长将有助于美国比2008年金融危机时更快地摆脱当前的困境。另外，值得注意的是，随着更多与疫情相关的限制措施的取消，被压抑的消费需求正在释放，今年晚些时候通胀可能会在短期内飙升。鲍威尔在上周的美联储政策会议上也说了同样的话，他强调通胀的迅速飙升都将是短暂的，而不是持久的。Russel Investments对此表示认同，并认为持续的通胀压力最早也要到2022年才会出现。Russel Investments得出这一观点的原因是，他们的模型显示美国核心个人消费价格指数通胀指标（PCE）预期到今年年底将触及1.8%，该指标是美联储通常使用的衡量通胀的指标。而从上图可以看出，1.8%的水平低于美联储的通胀目标。在过去十年的大部分时间里，通胀率都低于美联储的目标水平。但美联储正试图使通胀率高于目标水平，因此这意味着美联储的宽松政策将持续更长的时间。","news_type":1,"symbols_score_info":{"ZBmain":0.9,"TNmain":0.9,"ZTmain":0.9,"ZNmain":0.9,"UBmain":0.9,"ZFmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380744368,"gmtCreate":1612603895154,"gmtModify":1704873182668,"author":{"id":"3573863078476577","authorId":"3573863078476577","name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573863078476577","authorIdStr":"3573863078476577"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380744368","repostId":"380736127","repostType":1,"repost":{"id":380736127,"gmtCreate":1612587110769,"gmtModify":1704873097008,"author":{"id":"3488157435400312","authorId":"3488157435400312","name":"GPLP犀牛财经","avatar":"https://static.tigerbbs.com/14abc57b2bc335b01ce8f7df19813f91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488157435400312","authorIdStr":"3488157435400312"},"themes":[],"title":"年輕人正如何向“第四消費時代”過渡","htmlText":"作者：李東耳來源：GPLP犀牛財經（ID:gplpcn）在日本作家三浦展的《第四消費時代》一書當中，他詳細描述了第四消費時代的特徵：在第四消費時代，人們普遍重視“共享”，從崇尚時尚、奢侈品，經歷注重質量和舒適度，進而過渡到迴歸內心的滿足感，從崇尚歐美、嚮往都市到地方意識。在全球範圍內，不僅在日本，包括美國在內都同樣經歷了這個過程，如今，種種跡象表明，中國也正在向“第四消費時代”過渡。二手閒置平臺閒魚發佈了一組新現象，提到了爲AirPod找另一半、小樣女孩、特斯拉冷靜期、閒魚式脫粉、代過春節……這些新現象都證明，年輕消費者開始不斷重視“共享”，引領新閒置消費，並且大家對於消費迴歸到了質量及舒適度爲主，同時兼顧情感及內心的滿足。中國向第四消費時代過渡現實表明，中國的第四消費時代正在由Z世代引領。對於Z世代來講，在閒魚消費不僅成爲年輕人的潮流，更是他們消費習慣最真實的註解。據閒魚相關報告顯示，在閒魚平臺上，目前有超過60%的用戶爲90後，其中35%爲95後（Z世代）。與日本向第四消費時代過渡時相似的是，當下，我國的消費市場也在發生着改變，三四線城市的消費還在持續升級，一二線城市的消費開始逐漸理性。回顧日本向第四消費時代過渡時，年輕人對消費市場格局的變化起着至關重要的影響。一個重要的變化就是年輕人們不再盲目追求高檔消費品，而是轉向一些中低端品牌。90年代末，日本掀起了一次LV熱潮，一度熱到了沒有LV都不好意思出門的情況。但到了2010年前後，LV卻突然失寵，甚至被打上了“鄉下人”、“暴發戶”的標籤。LV失寵的同時，從羞於穿出門到新款被搶購一空，優衣庫卻在日本崛起。有趣的是，LV在日本的遭遇正在國內重演。國內市場上的高檔奢侈品雖然銷量還在提升，但增速卻被不少中低端品牌吊打，不少曾經被嫌棄的國貨品牌正在逐漸被年輕消費者們認可，在中國的消費品行業掀起了一輪國貨潮。比如，成立於1927年的","listText":"作者：李東耳來源：GPLP犀牛財經（ID:gplpcn）在日本作家三浦展的《第四消費時代》一書當中，他詳細描述了第四消費時代的特徵：在第四消費時代，人們普遍重視“共享”，從崇尚時尚、奢侈品，經歷注重質量和舒適度，進而過渡到迴歸內心的滿足感，從崇尚歐美、嚮往都市到地方意識。在全球範圍內，不僅在日本，包括美國在內都同樣經歷了這個過程，如今，種種跡象表明，中國也正在向“第四消費時代”過渡。二手閒置平臺閒魚發佈了一組新現象，提到了爲AirPod找另一半、小樣女孩、特斯拉冷靜期、閒魚式脫粉、代過春節……這些新現象都證明，年輕消費者開始不斷重視“共享”，引領新閒置消費，並且大家對於消費迴歸到了質量及舒適度爲主，同時兼顧情感及內心的滿足。中國向第四消費時代過渡現實表明，中國的第四消費時代正在由Z世代引領。對於Z世代來講，在閒魚消費不僅成爲年輕人的潮流，更是他們消費習慣最真實的註解。據閒魚相關報告顯示，在閒魚平臺上，目前有超過60%的用戶爲90後，其中35%爲95後（Z世代）。與日本向第四消費時代過渡時相似的是，當下，我國的消費市場也在發生着改變，三四線城市的消費還在持續升級，一二線城市的消費開始逐漸理性。回顧日本向第四消費時代過渡時，年輕人對消費市場格局的變化起着至關重要的影響。一個重要的變化就是年輕人們不再盲目追求高檔消費品，而是轉向一些中低端品牌。90年代末，日本掀起了一次LV熱潮，一度熱到了沒有LV都不好意思出門的情況。但到了2010年前後，LV卻突然失寵，甚至被打上了“鄉下人”、“暴發戶”的標籤。LV失寵的同時，從羞於穿出門到新款被搶購一空，優衣庫卻在日本崛起。有趣的是，LV在日本的遭遇正在國內重演。國內市場上的高檔奢侈品雖然銷量還在提升，但增速卻被不少中低端品牌吊打，不少曾經被嫌棄的國貨品牌正在逐漸被年輕消費者們認可，在中國的消費品行業掀起了一輪國貨潮。比如，成立於1927年的","text":"作者：李東耳來源：GPLP犀牛財經（ID:gplpcn）在日本作家三浦展的《第四消費時代》一書當中，他詳細描述了第四消費時代的特徵：在第四消費時代，人們普遍重視“共享”，從崇尚時尚、奢侈品，經歷注重質量和舒適度，進而過渡到迴歸內心的滿足感，從崇尚歐美、嚮往都市到地方意識。在全球範圍內，不僅在日本，包括美國在內都同樣經歷了這個過程，如今，種種跡象表明，中國也正在向“第四消費時代”過渡。二手閒置平臺閒魚發佈了一組新現象，提到了爲AirPod找另一半、小樣女孩、特斯拉冷靜期、閒魚式脫粉、代過春節……這些新現象都證明，年輕消費者開始不斷重視“共享”，引領新閒置消費，並且大家對於消費迴歸到了質量及舒適度爲主，同時兼顧情感及內心的滿足。中國向第四消費時代過渡現實表明，中國的第四消費時代正在由Z世代引領。對於Z世代來講，在閒魚消費不僅成爲年輕人的潮流，更是他們消費習慣最真實的註解。據閒魚相關報告顯示，在閒魚平臺上，目前有超過60%的用戶爲90後，其中35%爲95後（Z世代）。與日本向第四消費時代過渡時相似的是，當下，我國的消費市場也在發生着改變，三四線城市的消費還在持續升級，一二線城市的消費開始逐漸理性。回顧日本向第四消費時代過渡時，年輕人對消費市場格局的變化起着至關重要的影響。一個重要的變化就是年輕人們不再盲目追求高檔消費品，而是轉向一些中低端品牌。90年代末，日本掀起了一次LV熱潮，一度熱到了沒有LV都不好意思出門的情況。但到了2010年前後，LV卻突然失寵，甚至被打上了“鄉下人”、“暴發戶”的標籤。LV失寵的同時，從羞於穿出門到新款被搶購一空，優衣庫卻在日本崛起。有趣的是，LV在日本的遭遇正在國內重演。國內市場上的高檔奢侈品雖然銷量還在提升，但增速卻被不少中低端品牌吊打，不少曾經被嫌棄的國貨品牌正在逐漸被年輕消費者們認可，在中國的消費品行業掀起了一輪國貨潮。比如，成立於1927年的","images":[{"img":"https://static.tigerbbs.com/3178ef036459abe295cb647611545ecb","width":"688","height":"491"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380736127","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}