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DaisyDeng
2023-04-08
Play play play play win win win!
DaisyDeng
2023-01-20
[强]
@开菠萝财经:大白兔們,誰能打贏春節糖果戰?
DaisyDeng
2023-01-16
[强]
@经济观察报:連平:爲什麼說2023年資本市場會回暖?
DaisyDeng
2023-01-10
$苹果(AAPL)$
DaisyDeng
2023-01-04
Good
DaisyDeng
2022-12-26
[强]
DaisyDeng
2022-12-07
[强]
@财闻网:酒店、旅遊持續活躍,外資小幅流入,機構預測滬指拓展上行空間
DaisyDeng
2022-11-08
[强]
Vigilant! Before the release of CPI data on Thursday, U.S. stocks may fluctuate extremely violently
DaisyDeng
2022-10-09
[看涨]
@晚点LatePost:字節沒有虧 849 億美元
DaisyDeng
2022-10-08
[流泪]
@Tiger_comments:[Topic]Market Q3 Roundup: How Did Your Investing Perform?
Go to Tiger App to see more news
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","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956759490","repostId":"626282878","repostType":1,"repost":{"id":626282878,"gmtCreate":1674217437397,"gmtModify":1676538931310,"author":{"id":"3539776687778532","authorId":"3539776687778532","name":"开菠萝财经","avatar":"https://static.tigerbbs.com/5198221c3a91b28c4cb3e784e194630d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539776687778532","idStr":"3539776687778532"},"themes":[],"title":"大白兔們,誰能打贏春節糖果戰?","htmlText":"開菠蘿財經(kaiboluocaijing)原創作者 | 蘇琦編輯 | 金璵璠每逢過年,回鄉的遊子總是最先在一顆顆“年糖”裏,感受年味、回味親情。一位遼寧的網友回憶,小時候,每到過年,奶奶就會帶自己去逛超市,買各種散裝的糖果,馬大姐、徐福記、大白兔,還有各種金幣巧克力、元寶巧克力,即使到了自己讀大學的年紀,每年春節回家,只要能吃到奶奶買的糖果,就覺得熟悉溫暖美好。如今,越來越多的年輕人承擔起給家裏買年貨的“重任”,在買年糖這件事上,即便是習慣網購的他們,也依舊保持着去線下邊逛邊買的儀式感,給全家老少買他們喜歡的“年糖”。一人承包給全家買年糖的任務 圖源 / 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傳說中的微胖仙女由於疫情政策的調整和“陽康”的消費者增多,走親訪友加速了年禮市場的恢復,也讓2023年初的年糖行業火爆起來,年糖禮盒、散裝糖果在線下商超、電商平臺、外賣和買菜APP都很搶手。而春節作爲糖果行業每年的必打之仗,也逐漸呈現出線上線下全渠道比拼的趨勢。糖果行業面臨的另一大變化是,消費者對糖的需求變了、認知變了,年輕人追求的是健康化、減糖化。回顧過去幾年,行業的頭部企業持續在嘗試突破——推進產品多元化;進行跨界聯名,吸引年輕用戶;改進口味,推出減糖輕油產品。“只是動作有些慢了,多數沒能帶來明顯收益。”有業內人士評價。糖果行業的傳統,還體現在老公司穩坐行業前五、新公司寥寥無幾,以及市場規模增速下滑的現狀。站在消費者角度看,人們在糖果裏注入的寄託,纔是每逢過年都要買糖、吃糖的精髓。對糖企來說,如何在抓住一家人團聚的時刻之外,開發新的消費場景,纔是春節大戰的新故事。糖果品牌決戰春節以往糖果的銷售高峯都是在春節前十天左右。今年的糖果採購高峯,提前了。一位北京商超負責糖果銷售的工作人員告訴開菠蘿財經,由於一些人錯峯迴家過年,從臘八節開始,糖果和年貨的銷量就出現了小高峯。已經連續三年沒有回家的小優就是其中採購的一員,往年她都","images":[{"img":"https://static.tigerbbs.com/5c3a28efca3c9e578f052d80acc2b90b"},{"img":"https://static.tigerbbs.com/3e56705ecdf4bae3e1fadf8bb1fb16a0"},{"img":"https://static.tigerbbs.com/8d3ffee5b4231900b5d3e4ef4deac644"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626282878","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956076636,"gmtCreate":1673867235625,"gmtModify":1676538896220,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956076636","repostId":"626359219","repostType":1,"repost":{"id":626359219,"gmtCreate":1673855081000,"gmtModify":1676538895052,"author":{"id":"3577852034187700","authorId":"3577852034187700","name":"经济观察报","avatar":"https://static.tigerbbs.com/f64ac2aa784ef0f271ddeb45c7dc72bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577852034187700","idStr":"3577852034187700"},"themes":[],"title":"連平:爲什麼說2023年資本市場會回暖?","htmlText":"連平/文 在經歷了2022年全年低迷的行情之後,資本市場在即將跨入2023年的一週迎來了曙光。2022年最後一週至2023年首周的兩週時間內,上證指數累計上漲3.6%。隨着我國疫情防控進入新的階段,消費復甦可以期待,內需回暖是投資者對2023年資本市場投資主線的普遍預期。2023年,將有六大利好因素推動資本市場持續轉好。 一是美聯儲貨幣政策逐步由緊向鬆。隨着通脹逐步走緩,2023年上半年美聯儲貨幣政策可能從收緊迴歸中性,本輪加息週期將趨緩並結束,壓制全球各類資產的重要因素將逐漸消退,對資本市場形成利好。美聯儲政策轉向有助於釋放國內貨幣政策空間,保持市場流動性合理充裕,推動融資成本進一步下降;改善外部流動性預期,使外部資金迴流中國,提升權益市場配置價值,打開估值修復空間。 二是內需恢復步伐將明顯加快。隨着穩增長政策起效和防疫政策的優化,預計2023年上半年經濟將逐步復甦。防疫政策轉向對消費的提振作用明顯。從全球經驗看,除日韓恢復較爲緩慢外,歐美、新加坡、越南等在疫情政策鬆動後均出現了報復性反彈,消費對GDP貢獻大幅增加。在國內貨幣政策維持穩中偏鬆、促消費政策持續加碼的基礎上,預計2023年二季度,國內經濟和消費有望走出疫情的影響,同比增速可能在低基數作用下明顯反彈,下半年服務消費或顯著回升。2023年投資將在擴大內需中發揮重要作用。基建投資和製造業投資仍是兩大抓手,房地產投資則會從二季度開始企穩回升,對投資的拖累程度也會逐步改善。2023年是貫徹二十大精神、推進中國式現代化和推動實施擴大內需戰略的開局之年,在“全面加強基礎設施建設”和“構建現代化基礎設施體系”等要求下,一大批重大工程和重點項目將陸續開工建設,基建項目的存量及增量較爲充足,投資結構將繼續優化,優質項目建設將進一步加快。消費復甦、投資發力、房地產行業回暖將帶動2023年GDP加快增長,從而使股市盈利增速加快。保守","listText":"連平/文 在經歷了2022年全年低迷的行情之後,資本市場在即將跨入2023年的一週迎來了曙光。2022年最後一週至2023年首周的兩週時間內,上證指數累計上漲3.6%。隨着我國疫情防控進入新的階段,消費復甦可以期待,內需回暖是投資者對2023年資本市場投資主線的普遍預期。2023年,將有六大利好因素推動資本市場持續轉好。 一是美聯儲貨幣政策逐步由緊向鬆。隨着通脹逐步走緩,2023年上半年美聯儲貨幣政策可能從收緊迴歸中性,本輪加息週期將趨緩並結束,壓制全球各類資產的重要因素將逐漸消退,對資本市場形成利好。美聯儲政策轉向有助於釋放國內貨幣政策空間,保持市場流動性合理充裕,推動融資成本進一步下降;改善外部流動性預期,使外部資金迴流中國,提升權益市場配置價值,打開估值修復空間。 二是內需恢復步伐將明顯加快。隨着穩增長政策起效和防疫政策的優化,預計2023年上半年經濟將逐步復甦。防疫政策轉向對消費的提振作用明顯。從全球經驗看,除日韓恢復較爲緩慢外,歐美、新加坡、越南等在疫情政策鬆動後均出現了報復性反彈,消費對GDP貢獻大幅增加。在國內貨幣政策維持穩中偏鬆、促消費政策持續加碼的基礎上,預計2023年二季度,國內經濟和消費有望走出疫情的影響,同比增速可能在低基數作用下明顯反彈,下半年服務消費或顯著回升。2023年投資將在擴大內需中發揮重要作用。基建投資和製造業投資仍是兩大抓手,房地產投資則會從二季度開始企穩回升,對投資的拖累程度也會逐步改善。2023年是貫徹二十大精神、推進中國式現代化和推動實施擴大內需戰略的開局之年,在“全面加強基礎設施建設”和“構建現代化基礎設施體系”等要求下,一大批重大工程和重點項目將陸續開工建設,基建項目的存量及增量較爲充足,投資結構將繼續優化,優質項目建設將進一步加快。消費復甦、投資發力、房地產行業回暖將帶動2023年GDP加快增長,從而使股市盈利增速加快。保守","text":"連平/文 在經歷了2022年全年低迷的行情之後,資本市場在即將跨入2023年的一週迎來了曙光。2022年最後一週至2023年首周的兩週時間內,上證指數累計上漲3.6%。隨着我國疫情防控進入新的階段,消費復甦可以期待,內需回暖是投資者對2023年資本市場投資主線的普遍預期。2023年,將有六大利好因素推動資本市場持續轉好。 一是美聯儲貨幣政策逐步由緊向鬆。隨着通脹逐步走緩,2023年上半年美聯儲貨幣政策可能從收緊迴歸中性,本輪加息週期將趨緩並結束,壓制全球各類資產的重要因素將逐漸消退,對資本市場形成利好。美聯儲政策轉向有助於釋放國內貨幣政策空間,保持市場流動性合理充裕,推動融資成本進一步下降;改善外部流動性預期,使外部資金迴流中國,提升權益市場配置價值,打開估值修復空間。 二是內需恢復步伐將明顯加快。隨着穩增長政策起效和防疫政策的優化,預計2023年上半年經濟將逐步復甦。防疫政策轉向對消費的提振作用明顯。從全球經驗看,除日韓恢復較爲緩慢外,歐美、新加坡、越南等在疫情政策鬆動後均出現了報復性反彈,消費對GDP貢獻大幅增加。在國內貨幣政策維持穩中偏鬆、促消費政策持續加碼的基礎上,預計2023年二季度,國內經濟和消費有望走出疫情的影響,同比增速可能在低基數作用下明顯反彈,下半年服務消費或顯著回升。2023年投資將在擴大內需中發揮重要作用。基建投資和製造業投資仍是兩大抓手,房地產投資則會從二季度開始企穩回升,對投資的拖累程度也會逐步改善。2023年是貫徹二十大精神、推進中國式現代化和推動實施擴大內需戰略的開局之年,在“全面加強基礎設施建設”和“構建現代化基礎設施體系”等要求下,一大批重大工程和重點項目將陸續開工建設,基建項目的存量及增量較爲充足,投資結構將繼續優化,優質項目建設將進一步加快。消費復甦、投資發力、房地產行業回暖將帶動2023年GDP加快增長,從而使股市盈利增速加快。保守","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626359219","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951024364,"gmtCreate":1673361879159,"gmtModify":1676538824389,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a>","text":"$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951024364","isVote":1,"tweetType":1,"viewCount":2175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950582307,"gmtCreate":1672790209309,"gmtModify":1676538736942,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950582307","isVote":1,"tweetType":1,"viewCount":2499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925865496,"gmtCreate":1671986032615,"gmtModify":1676538618739,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925865496","isVote":1,"tweetType":1,"viewCount":2291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920905093,"gmtCreate":1670410917013,"gmtModify":1676538362393,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920905093","repostId":"629813606","repostType":1,"repost":{"id":629813606,"gmtCreate":1670403539707,"gmtModify":1676538361708,"author":{"id":"4114262227265950","authorId":"4114262227265950","name":"财闻网","avatar":"https://static.tigerbbs.com/e39edfdd3ad7e314ac6b9f3ca27aab6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4114262227265950","idStr":"4114262227265950"},"themes":[],"title":"酒店、旅遊持續活躍,外資小幅流入,機構預測滬指拓展上行空間","htmlText":"12月7日,滬深兩市股指早盤震盪,午後一度衝高回落,尾盤小幅回調。截至收盤,滬指跌0.4%,深證成指漲0.17%,創業板指漲0.87%。北向資金方面,全天小幅淨買入2.73億元,午後一度淨買入近35億元;其中滬股通淨賣出13.91億元,深股通淨買入16.64億元。板塊方面開盤後養雞,機場航運板塊活躍,隨後物流,鋰電池,中藥、新冠治療板塊有所表現,中字頭個股震盪走低,午後景點及旅遊、酒店餐飲,食品加工拉昇走高,證券板塊異動。題材概念:熊去氧膽酸,抗病毒面料,毛髮醫療,超級真菌較爲活躍。酒店、旅遊、航空等板塊午後顯著拉昇,南方航空創出近期新高,曲江文旅、桂林旅遊漲停,衆信旅遊、中青旅、雲南旅遊,但最終都是衝高回落,這個板塊已經炒作很多次,市場預期應該是比較充分,所以,後期熱點預計會向沒有炒作的大消費、食品飲料等低位方向轉移,這些板塊相對來說也是受益的,而且估值比較低。上午窄幅震盪, 下午寬幅震盪,個股還是跌多漲少,下午的消息出來,後疫情概念拉了一波,又被埋伏的資金砸了下去,也就醫藥板塊的新概念熊去氧膽酸出現,維持住了醫藥板塊,旅遊 酒店,航空,都是衝高回落。創業板補漲與主板補缺還在進行中,板塊的博弈比較激烈。明天預計繼續調整。技術上,今天大盤收出縮量十字星,說明大盤短期將選擇方向,向上就是挑戰3250點附近的壓力,向下就是回補3170點附近的缺口,但還是傾向於先向下補缺,不排除明天就是回補3170點附近向上的缺口,但目前市場人氣正旺,大盤補缺或是你加倉的機會。12月7日,A股市場關注點市場焦點股:通潤裝備(11板)低開0.73%,數據要素板塊英飛拓(4板)高開4.18%,新冠防治概念股如意集團(3板)高開7.43%,房地產板塊粵宏遠A(4天3板)低開5.71%,央企+金融的電投產融(2板)高開1.49%、中糧資本(2板)高開3.68%,借殼傳言的深賽格(2板)高開3.90%。熊","listText":"12月7日,滬深兩市股指早盤震盪,午後一度衝高回落,尾盤小幅回調。截至收盤,滬指跌0.4%,深證成指漲0.17%,創業板指漲0.87%。北向資金方面,全天小幅淨買入2.73億元,午後一度淨買入近35億元;其中滬股通淨賣出13.91億元,深股通淨買入16.64億元。板塊方面開盤後養雞,機場航運板塊活躍,隨後物流,鋰電池,中藥、新冠治療板塊有所表現,中字頭個股震盪走低,午後景點及旅遊、酒店餐飲,食品加工拉昇走高,證券板塊異動。題材概念:熊去氧膽酸,抗病毒面料,毛髮醫療,超級真菌較爲活躍。酒店、旅遊、航空等板塊午後顯著拉昇,南方航空創出近期新高,曲江文旅、桂林旅遊漲停,衆信旅遊、中青旅、雲南旅遊,但最終都是衝高回落,這個板塊已經炒作很多次,市場預期應該是比較充分,所以,後期熱點預計會向沒有炒作的大消費、食品飲料等低位方向轉移,這些板塊相對來說也是受益的,而且估值比較低。上午窄幅震盪, 下午寬幅震盪,個股還是跌多漲少,下午的消息出來,後疫情概念拉了一波,又被埋伏的資金砸了下去,也就醫藥板塊的新概念熊去氧膽酸出現,維持住了醫藥板塊,旅遊 酒店,航空,都是衝高回落。創業板補漲與主板補缺還在進行中,板塊的博弈比較激烈。明天預計繼續調整。技術上,今天大盤收出縮量十字星,說明大盤短期將選擇方向,向上就是挑戰3250點附近的壓力,向下就是回補3170點附近的缺口,但還是傾向於先向下補缺,不排除明天就是回補3170點附近向上的缺口,但目前市場人氣正旺,大盤補缺或是你加倉的機會。12月7日,A股市場關注點市場焦點股:通潤裝備(11板)低開0.73%,數據要素板塊英飛拓(4板)高開4.18%,新冠防治概念股如意集團(3板)高開7.43%,房地產板塊粵宏遠A(4天3板)低開5.71%,央企+金融的電投產融(2板)高開1.49%、中糧資本(2板)高開3.68%,借殼傳言的深賽格(2板)高開3.90%。熊","text":"12月7日,滬深兩市股指早盤震盪,午後一度衝高回落,尾盤小幅回調。截至收盤,滬指跌0.4%,深證成指漲0.17%,創業板指漲0.87%。北向資金方面,全天小幅淨買入2.73億元,午後一度淨買入近35億元;其中滬股通淨賣出13.91億元,深股通淨買入16.64億元。板塊方面開盤後養雞,機場航運板塊活躍,隨後物流,鋰電池,中藥、新冠治療板塊有所表現,中字頭個股震盪走低,午後景點及旅遊、酒店餐飲,食品加工拉昇走高,證券板塊異動。題材概念:熊去氧膽酸,抗病毒面料,毛髮醫療,超級真菌較爲活躍。酒店、旅遊、航空等板塊午後顯著拉昇,南方航空創出近期新高,曲江文旅、桂林旅遊漲停,衆信旅遊、中青旅、雲南旅遊,但最終都是衝高回落,這個板塊已經炒作很多次,市場預期應該是比較充分,所以,後期熱點預計會向沒有炒作的大消費、食品飲料等低位方向轉移,這些板塊相對來說也是受益的,而且估值比較低。上午窄幅震盪, 下午寬幅震盪,個股還是跌多漲少,下午的消息出來,後疫情概念拉了一波,又被埋伏的資金砸了下去,也就醫藥板塊的新概念熊去氧膽酸出現,維持住了醫藥板塊,旅遊 酒店,航空,都是衝高回落。創業板補漲與主板補缺還在進行中,板塊的博弈比較激烈。明天預計繼續調整。技術上,今天大盤收出縮量十字星,說明大盤短期將選擇方向,向上就是挑戰3250點附近的壓力,向下就是回補3170點附近的缺口,但還是傾向於先向下補缺,不排除明天就是回補3170點附近向上的缺口,但目前市場人氣正旺,大盤補缺或是你加倉的機會。12月7日,A股市場關注點市場焦點股:通潤裝備(11板)低開0.73%,數據要素板塊英飛拓(4板)高開4.18%,新冠防治概念股如意集團(3板)高開7.43%,房地產板塊粵宏遠A(4天3板)低開5.71%,央企+金融的電投產融(2板)高開1.49%、中糧資本(2板)高開3.68%,借殼傳言的深賽格(2板)高開3.90%。熊","images":[{"img":"https://static.tigerbbs.com/e4c701593a49dfabc6410f3aca27954a"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629813606","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987809495,"gmtCreate":1667864854517,"gmtModify":1676537975100,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987809495","repostId":"2281988881","repostType":4,"repost":{"id":"2281988881","kind":"news","pubTimestamp":1667832065,"share":"https://ttm.financial/m/news/2281988881?lang=en_US&edition=fundamental","pubTime":"2022-11-07 22:41","market":"us","language":"zh","title":"Vigilant! Before the release of CPI data on Thursday, U.S. stocks may fluctuate extremely violently","url":"https://stock-news.laohu8.com/highlight/detail?id=2281988881","media":"智通财经","summary":"智通财经APP注意到,由于市场正焦急等待将于周四公布的美国CPI数据,近日市场波动率——即VIX指数在上涨与下跌之间剧烈波动,不过近几日多数以跌势收尾,这一剧烈波动暗示着多空博弈异常激烈。尽管美联储上周加息75个基点,并重申了其鹰派立场,但整个市场仍然非常关注将于周四出炉的CPI数据。这是PriceVol在2022年首次出现超风险规避阈值10的读数,并且这通常发生在熊市期间,此期间波动性往往较高。","content":"<p><html><head></head><body>Zhitong Finance APP noticed that as the market is anxiously waiting for the U.S. CPI data to be released on Thursday, the market volatility, that is, the VIX index, has fluctuated violently between rising and falling in recent days, but most of them have ended with declines in recent days. The violent fluctuations imply that the long-short game is extremely fierce. As of press time, VIX index futures fell slightly by 0.27% to 25.46 today.</p><p>Although the Federal Reserve issued a 75 basis point rate hike last week and reiterated its hawkish stance, the overall market is still very concerned about the CPI data due on Thursday. Bulls and bears alike are looking to keep a close eye on this data to further predict how the Fed will handle its upcoming interest rate decision.</p><p><b>The PriceVol index exceeds the threshold!</b></p><p>Another index that measures risk, the PriceVol index, is still high, with a rolling average of 10.5 for the 5-day term. The higher the number, the greater the volatility.</p><p>In addition, the PriceVol index, which measures the \"realized volatility\" of the S&P 500, closed at 10.1 points in October. This is the first reading of PriceVol in 2022 that exceeds the risk aversion threshold of 10, and this typically happens during bear markets, during which volatility tends to be high.</p><p>ASYMmetric, founder of the PriceVol index, emphasized in an investor note: \"In the early stages of the Great Recession, the realized volatility of the S&P 500 index was still compressed. It was not until about eight months after the 2007-2009 bear market entered that PriceVol realized volatility was pushed above the risk value of 10 or above the bear market threshold of 10.\" \"Some people think the market has fallen into recession, while others expect not, but the level of PriceVol indicates that the market sentiment is relatively pessimistic, indicating that the general environment has fallen into recession.\"</p><p><b>Which sectors of U.S. stocks are likely to experience violent fluctuations?</b></p><p>While the S&P 500 and its counterpart ETFs (such as SPY and IVV), which measure broader stock underlying, have experienced sharp increases in PriceVol levels, from an industry perspective, some sectors are more volatile than the S&P 500.</p><p>Zhitong Finance noted that the areas with the highest level of volatility increase include five specific areas. Sectors with a PriceVol index above 10 include Healthcare (Related ETF: XLV) at 13.5, Consumer Discretionary (Related ETF: XLY) at 12.7, Communications Services (Related ETF: XLC) at 12.3, Financials (Related ETF: XLF) at 11.3, and Industrials (Related ETF: XLI) at 10.2.</p><p><b>The breakdown of PriceVol levels for each sector of U.S. stocks over the past week is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/09041d6efa5dc42a56e3d2fc7bac12bd\" tg-width=\"507\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>The ASYMmetric S&P 500 ETF (ASPY.US) is a fund designed as an offshoot of the PriceVol indicator. The fund is a quantitative long-short hedging strategy that seeks to provide backing for investors against bear market selling through net shorting, while also seeking to get most of the gains of bull markets through net long.</p><p>ASYMmetric, the issuer of the PriceVol index, also filed with the U.S. Securities and Exchange Commission (SEC) for two new \"<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>ETF \"(Smart ETF).</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Vigilant! Before the release of CPI data on Thursday, U.S. stocks may fluctuate extremely violently</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\">\nVigilant! Before the release of CPI data on Thursday, U.S. stocks may fluctuate extremely violently\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-11-07 22:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Zhitong Finance APP noticed that as the market is anxiously waiting for the U.S. CPI data to be released on Thursday, the market volatility, that is, the VIX index, has fluctuated violently between rising and falling in recent days, but most of them have ended with declines in recent days. The violent fluctuations imply that the long-short game is extremely fierce. As of press time, VIX index futures fell slightly by 0.27% to 25.46 today.</p><p>Although the Federal Reserve issued a 75 basis point rate hike last week and reiterated its hawkish stance, the overall market is still very concerned about the CPI data due on Thursday. Bulls and bears alike are looking to keep a close eye on this data to further predict how the Fed will handle its upcoming interest rate decision.</p><p><b>The PriceVol index exceeds the threshold!</b></p><p>Another index that measures risk, the PriceVol index, is still high, with a rolling average of 10.5 for the 5-day term. The higher the number, the greater the volatility.</p><p>In addition, the PriceVol index, which measures the \"realized volatility\" of the S&P 500, closed at 10.1 points in October. This is the first reading of PriceVol in 2022 that exceeds the risk aversion threshold of 10, and this typically happens during bear markets, during which volatility tends to be high.</p><p>ASYMmetric, founder of the PriceVol index, emphasized in an investor note: \"In the early stages of the Great Recession, the realized volatility of the S&P 500 index was still compressed. It was not until about eight months after the 2007-2009 bear market entered that PriceVol realized volatility was pushed above the risk value of 10 or above the bear market threshold of 10.\" \"Some people think the market has fallen into recession, while others expect not, but the level of PriceVol indicates that the market sentiment is relatively pessimistic, indicating that the general environment has fallen into recession.\"</p><p><b>Which sectors of U.S. stocks are likely to experience violent fluctuations?</b></p><p>While the S&P 500 and its counterpart ETFs (such as SPY and IVV), which measure broader stock underlying, have experienced sharp increases in PriceVol levels, from an industry perspective, some sectors are more volatile than the S&P 500.</p><p>Zhitong Finance noted that the areas with the highest level of volatility increase include five specific areas. Sectors with a PriceVol index above 10 include Healthcare (Related ETF: XLV) at 13.5, Consumer Discretionary (Related ETF: XLY) at 12.7, Communications Services (Related ETF: XLC) at 12.3, Financials (Related ETF: XLF) at 11.3, and Industrials (Related ETF: XLI) at 10.2.</p><p><b>The breakdown of PriceVol levels for each sector of U.S. stocks over the past week is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/09041d6efa5dc42a56e3d2fc7bac12bd\" tg-width=\"507\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>The ASYMmetric S&P 500 ETF (ASPY.US) is a fund designed as an offshoot of the PriceVol indicator. The fund is a quantitative long-short hedging strategy that seeks to provide backing for investors against bear market selling through net shorting, while also seeking to get most of the gains of bull markets through net long.</p><p>ASYMmetric, the issuer of the PriceVol index, also filed with the U.S. Securities and Exchange Commission (SEC) for two new \"<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>ETF \"(Smart ETF).</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/825389.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/825389.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281988881","content_text":"智通财经APP注意到,由于市场正焦急等待将于周四公布的美国CPI数据,近日市场波动率——即VIX指数在上涨与下跌之间剧烈波动,不过近几日多数以跌势收尾,这一剧烈波动暗示着多空博弈异常激烈。截至发稿,今日VIX指数期货微跌0.27%至25.46。尽管美联储上周加息75个基点,并重申了其鹰派立场,但整个市场仍然非常关注将于周四出炉的CPI数据。多头和空头都在寻找密切关注这一数据,以进一步预测美联储将如何处理即将做出的利率决定。PriceVol指数超出阈值!衡量风险指标的另一项指数——PriceVol指数仍处于高位,5日期限的滚动平均指数为10.5。数字越高,说明波动性越大。此外,衡量标普500指数“已实现波动率”的PriceVol指数在10月份收于10.1点。这是PriceVol在2022年首次出现超风险规避阈值10的读数,并且这通常发生在熊市期间,此期间波动性往往较高。PriceVol指数创立者ASYMmetric在一份投资者报告中强调:“在大萧条(Great Recession)的早期阶段,标普500指数的已实现波动率仍处于压缩状态。直到2007-2009年熊市进入大约8个月后,PriceVol已实现波动率才被推高至高于10的风险值或熊市阈值10以上。”“一些人认为市场已经陷入衰退,而另一些人预计则没有,但PriceVol的水平表明市场情绪相对悲观,预示着大环境已经陷入衰退。”美股哪些板块可能出现剧烈波动?虽然衡量更广泛股票标的的标普500及其对应的ETF(比如SPY和IVV)经历了PriceVol水平大幅上升,但从行业角度来看,有些行业波动性高于标普500指数。智通财经注意到,波动率上升最高水平的领域包括五个特定领域。PriceVol指数高于10的板块包括医疗保健板块(相关ETF:XLV)为13.5,非必需消费品板块(相关ETF:XLY)为12.7,通信服务板块(相关ETF:XLC)为12.3,金融板块(相关ETF:XLF)为11.3,工业板块(相关ETF:XLI)为10.2。美股每个板块的PriceVol水平在过去一周的细分如下:ASYMmetric S&P 500 ETF (ASPY.US)是作为PriceVol指标的一个分支而设计的基金。该基金是一种量化的多空对冲策略,寻求通过净做空为投资者抵御熊市抛售进而提供后盾,同时也寻求通过净做多获得牛市的大部分收益。PriceVol指数的发行商ASYMmetric 还向美国证券交易委员会(SEC)申请了两只新的“智能ETF”(Smart ETF)。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914250069,"gmtCreate":1665290546051,"gmtModify":1676537583680,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[看涨] ","listText":"[看涨] ","text":"[看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914250069","repostId":"666063607","repostType":1,"repost":{"id":666063607,"gmtCreate":1665288572810,"gmtModify":1676537583596,"author":{"id":"3530336145106436","authorId":"3530336145106436","name":"晚点LatePost","avatar":"https://static.tigerbbs.com/a7d21492eaee7760148309cf65d0478c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3530336145106436","idStr":"3530336145106436"},"themes":[],"title":"字節沒有虧 849 億美元","htmlText":"據 WSJ 報道,字節跳動 2021 年實現收入 617 億美元,同比增長 80%。淨虧損也達到驚人的 849 億美元。但實際上字節跳動沒有真的虧那麼多錢。鉅額虧損主要受可轉債公允價值變動影響(756 億美元)。這些錢的變動只存在於賬面,體現字節估值而不是盈利能力的變化,並不會讓字節跳動損失一塊錢現金。假設投資者在字節估值 100 億美元的時候買入,等字節估值 500 億美元時,投資者賬面賺 400 億美元,字節則要記一筆 400 億美元 “虧損”,會在上市後抵消。理論上字節 IPO 前的估值增長越多,賬面虧損也越多。美團、快手等互聯網公司招股書都因爲類似原因記賬成百上千億元淨虧損。去年,字節跳動主營業成本約爲 274 億美元,同比增長 79%。收入減去成本得到 343 億美元毛利潤、對應 55.5% 的毛利率。作爲參考,騰訊 2021 年毛利率約爲 43.91%。按去年年底匯率換算,字節跳動總收入約等於美團、百度、拼多多收入之和。扣掉 146 億美元研發費用、192 億美元市場營銷費用和其他開支以後,字節跳動 2021 年經營虧損 71.5 億美元、是 2020 年的 3.34 倍。年末,字節跳動現金儲備約爲 341 億美元。今年一季度,字節營收同比增長近 54%、達到約 183 億美元,且實現經營利潤。字節跳動未對上述數據置評。(龔方毅)","listText":"據 WSJ 報道,字節跳動 2021 年實現收入 617 億美元,同比增長 80%。淨虧損也達到驚人的 849 億美元。但實際上字節跳動沒有真的虧那麼多錢。鉅額虧損主要受可轉債公允價值變動影響(756 億美元)。這些錢的變動只存在於賬面,體現字節估值而不是盈利能力的變化,並不會讓字節跳動損失一塊錢現金。假設投資者在字節估值 100 億美元的時候買入,等字節估值 500 億美元時,投資者賬面賺 400 億美元,字節則要記一筆 400 億美元 “虧損”,會在上市後抵消。理論上字節 IPO 前的估值增長越多,賬面虧損也越多。美團、快手等互聯網公司招股書都因爲類似原因記賬成百上千億元淨虧損。去年,字節跳動主營業成本約爲 274 億美元,同比增長 79%。收入減去成本得到 343 億美元毛利潤、對應 55.5% 的毛利率。作爲參考,騰訊 2021 年毛利率約爲 43.91%。按去年年底匯率換算,字節跳動總收入約等於美團、百度、拼多多收入之和。扣掉 146 億美元研發費用、192 億美元市場營銷費用和其他開支以後,字節跳動 2021 年經營虧損 71.5 億美元、是 2020 年的 3.34 倍。年末,字節跳動現金儲備約爲 341 億美元。今年一季度,字節營收同比增長近 54%、達到約 183 億美元,且實現經營利潤。字節跳動未對上述數據置評。(龔方毅)","text":"據 WSJ 報道,字節跳動 2021 年實現收入 617 億美元,同比增長 80%。淨虧損也達到驚人的 849 億美元。但實際上字節跳動沒有真的虧那麼多錢。鉅額虧損主要受可轉債公允價值變動影響(756 億美元)。這些錢的變動只存在於賬面,體現字節估值而不是盈利能力的變化,並不會讓字節跳動損失一塊錢現金。假設投資者在字節估值 100 億美元的時候買入,等字節估值 500 億美元時,投資者賬面賺 400 億美元,字節則要記一筆 400 億美元 “虧損”,會在上市後抵消。理論上字節 IPO 前的估值增長越多,賬面虧損也越多。美團、快手等互聯網公司招股書都因爲類似原因記賬成百上千億元淨虧損。去年,字節跳動主營業成本約爲 274 億美元,同比增長 79%。收入減去成本得到 343 億美元毛利潤、對應 55.5% 的毛利率。作爲參考,騰訊 2021 年毛利率約爲 43.91%。按去年年底匯率換算,字節跳動總收入約等於美團、百度、拼多多收入之和。扣掉 146 億美元研發費用、192 億美元市場營銷費用和其他開支以後,字節跳動 2021 年經營虧損 71.5 億美元、是 2020 年的 3.34 倍。年末,字節跳動現金儲備約爲 341 億美元。今年一季度,字節營收同比增長近 54%、達到約 183 億美元,且實現經營利潤。字節跳動未對上述數據置評。(龔方毅)","images":[{"img":"https://static.tigerbbs.com/0e7c4241fea65988eec3cb2a5f99cd25","width":"632","height":"341"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666063607","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914830893,"gmtCreate":1665222497512,"gmtModify":1676537575503,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[流泪] ","listText":"[流泪] ","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914830893","repostId":"9912839179","repostType":1,"repost":{"id":9912839179,"gmtCreate":1664790461092,"gmtModify":1676537508848,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"[Topic]Market Q3 Roundup: How Did Your Investing Perform?","htmlText":"Before the Roundup, How Did Your Investing Perform in Q3? Which market event in Q3 that that still shocks in your mind? For the coming Q4, what expectations do you have on investing or life?1. Q3 of 2022 was a time when events took a truly extraordinary turn<a href=\"https://ttm.financial/TW/9912197763\" target=\"_blank\">Weekly: Sept Extends Relentless Decline, Facing a \"Spiral Sell-off\"?</a><a href=\"https://ttm.financial/TW/9912113179\" target=\"_blank\">Tumbled $10 trillion! A desperate Moment? Another Black Swan May Approach</a>As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, Pivot-Hope-Punisher Powell Leaves Q3 Global Market Bloodbath In His Wake.The greenback is up about 7% for the quarter against a","listText":"Before the Roundup, How Did Your Investing Perform in Q3? Which market event in Q3 that that still shocks in your mind? For the coming Q4, what expectations do you have on investing or life?1. Q3 of 2022 was a time when events took a truly extraordinary turn<a href=\"https://ttm.financial/TW/9912197763\" target=\"_blank\">Weekly: Sept Extends Relentless Decline, Facing a \"Spiral Sell-off\"?</a><a href=\"https://ttm.financial/TW/9912113179\" target=\"_blank\">Tumbled $10 trillion! A desperate Moment? Another Black Swan May Approach</a>As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, Pivot-Hope-Punisher Powell Leaves Q3 Global Market Bloodbath In His Wake.The greenback is up about 7% for the quarter against a","text":"Before the Roundup, How Did Your Investing Perform in Q3? Which market event in Q3 that that still shocks in your mind? For the coming Q4, what expectations do you have on investing or life?1. Q3 of 2022 was a time when events took a truly extraordinary turnWeekly: Sept Extends Relentless Decline, Facing a \"Spiral Sell-off\"?Tumbled $10 trillion! A desperate Moment? Another Black Swan May ApproachAs the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, Pivot-Hope-Punisher Powell Leaves Q3 Global Market Bloodbath In His Wake.The greenback is up about 7% for the quarter against a","images":[{"img":"https://community-static.tradeup.com/news/1fd69a086e032ed687a5f90dbc8ab817","width":"840","height":"470"},{"img":"https://community-static.tradeup.com/news/83761637b4e57fbc23f2c74e85327e32","width":"1052","height":"590"},{"img":"https://community-static.tradeup.com/news/95ebbd45e4086c4e97500c89641fdc29","width":"909","height":"609"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912839179","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913971061,"gmtCreate":1663901609754,"gmtModify":1676537360195,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913971061","repostId":"661664770","repostType":1,"repost":{"id":661664770,"gmtCreate":1663901036092,"gmtModify":1676537360055,"author":{"id":"3492642718489623","authorId":"3492642718489623","name":"IPO早知道","avatar":"https://static.tigerbbs.com/5b17d5c0659f3f8d9917746df3c6024d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492642718489623","idStr":"3492642718489623"},"themes":[],"title":"蜜雪冰城預披露招股書:2021年增加超7000家門店","htmlText":"\"或將成爲“國民連鎖茶飲第一股”。\"本文爲IPO早知道原創作者|Stone Jin據IPO早知道消息,蜜雪冰城股份有限公司(以下簡稱“蜜雪冰城”)於9月22日預披露招股書,擬深交所主板掛牌上市,廣發證券擔任保薦人。這意味着,蜜雪冰城或將成爲“國民連鎖茶飲第一股”。創立於1997年的蜜雪冰城現已成爲國內門店數量最多、規模最大、品牌影響力最強的現制飲品連鎖企業之一,旗下擁有現製茶飲連鎖品牌“蜜雪冰城”、現磨咖啡連鎖品牌“幸運咖”和現製冰淇淋連鎖品牌“極拉圖”。截至2022年3月末,蜜雪冰城公司擁有22276家門店,門店網絡覆蓋了境內31個省份、自治區、直轄市。截至同期,蜜雪冰城在印尼和越南分別開設了317家和249家門店。“高質平價”的產品理念利於規模擴張,2021年扣非歸母淨利潤同比增長106.05%縱觀蜜雪冰城的這2萬餘家門店,其採用“直營連鎖爲引導,加盟連鎖爲主體”的銷售模式——截至2022年3月末,蜜雪冰城共有加盟門店22,229家、直營門店47家。根據窄門餐眼數據統計,蜜雪冰城門店數量位居國內現製茶飲行業第一。當然,這樣的門店擴張速度在一定程度上得益於蜜雪冰城的定價策略,即採取6至8元的產品平均定價,以價格優勢吸引消費者增加購買頻次,從而爲門店在更多低線級城市持續、快速擴張提供了基礎。在產品端,截至目前,蜜雪冰城已開發出魔天脆脆冰淇淋、搖搖奶昔、冰鮮檸檬水、珍珠奶茶等多款熱銷產品,並於2021年推出門店冷鏈飲品,從而帶動門店營業額的提升,也進一步帶動了蜜雪冰城對門店的銷售額的提升。反映在單店營業額來看——2019年至2021年,蜜雪冰城對門店的單店銷售額分別爲41.33萬/家、44.40萬/家和58.72萬/家,呈逐年上升趨勢。財務數據方面。2019年至2021年,蜜雪冰城的營業收入分別爲25.66億元、46.80億元和103.51億元,2020年和2021年的同比增","listText":"\"或將成爲“國民連鎖茶飲第一股”。\"本文爲IPO早知道原創作者|Stone Jin據IPO早知道消息,蜜雪冰城股份有限公司(以下簡稱“蜜雪冰城”)於9月22日預披露招股書,擬深交所主板掛牌上市,廣發證券擔任保薦人。這意味着,蜜雪冰城或將成爲“國民連鎖茶飲第一股”。創立於1997年的蜜雪冰城現已成爲國內門店數量最多、規模最大、品牌影響力最強的現制飲品連鎖企業之一,旗下擁有現製茶飲連鎖品牌“蜜雪冰城”、現磨咖啡連鎖品牌“幸運咖”和現製冰淇淋連鎖品牌“極拉圖”。截至2022年3月末,蜜雪冰城公司擁有22276家門店,門店網絡覆蓋了境內31個省份、自治區、直轄市。截至同期,蜜雪冰城在印尼和越南分別開設了317家和249家門店。“高質平價”的產品理念利於規模擴張,2021年扣非歸母淨利潤同比增長106.05%縱觀蜜雪冰城的這2萬餘家門店,其採用“直營連鎖爲引導,加盟連鎖爲主體”的銷售模式——截至2022年3月末,蜜雪冰城共有加盟門店22,229家、直營門店47家。根據窄門餐眼數據統計,蜜雪冰城門店數量位居國內現製茶飲行業第一。當然,這樣的門店擴張速度在一定程度上得益於蜜雪冰城的定價策略,即採取6至8元的產品平均定價,以價格優勢吸引消費者增加購買頻次,從而爲門店在更多低線級城市持續、快速擴張提供了基礎。在產品端,截至目前,蜜雪冰城已開發出魔天脆脆冰淇淋、搖搖奶昔、冰鮮檸檬水、珍珠奶茶等多款熱銷產品,並於2021年推出門店冷鏈飲品,從而帶動門店營業額的提升,也進一步帶動了蜜雪冰城對門店的銷售額的提升。反映在單店營業額來看——2019年至2021年,蜜雪冰城對門店的單店銷售額分別爲41.33萬/家、44.40萬/家和58.72萬/家,呈逐年上升趨勢。財務數據方面。2019年至2021年,蜜雪冰城的營業收入分別爲25.66億元、46.80億元和103.51億元,2020年和2021年的同比增","text":"\"或將成爲“國民連鎖茶飲第一股”。\"本文爲IPO早知道原創作者|Stone Jin據IPO早知道消息,蜜雪冰城股份有限公司(以下簡稱“蜜雪冰城”)於9月22日預披露招股書,擬深交所主板掛牌上市,廣發證券擔任保薦人。這意味着,蜜雪冰城或將成爲“國民連鎖茶飲第一股”。創立於1997年的蜜雪冰城現已成爲國內門店數量最多、規模最大、品牌影響力最強的現制飲品連鎖企業之一,旗下擁有現製茶飲連鎖品牌“蜜雪冰城”、現磨咖啡連鎖品牌“幸運咖”和現製冰淇淋連鎖品牌“極拉圖”。截至2022年3月末,蜜雪冰城公司擁有22276家門店,門店網絡覆蓋了境內31個省份、自治區、直轄市。截至同期,蜜雪冰城在印尼和越南分別開設了317家和249家門店。“高質平價”的產品理念利於規模擴張,2021年扣非歸母淨利潤同比增長106.05%縱觀蜜雪冰城的這2萬餘家門店,其採用“直營連鎖爲引導,加盟連鎖爲主體”的銷售模式——截至2022年3月末,蜜雪冰城共有加盟門店22,229家、直營門店47家。根據窄門餐眼數據統計,蜜雪冰城門店數量位居國內現製茶飲行業第一。當然,這樣的門店擴張速度在一定程度上得益於蜜雪冰城的定價策略,即採取6至8元的產品平均定價,以價格優勢吸引消費者增加購買頻次,從而爲門店在更多低線級城市持續、快速擴張提供了基礎。在產品端,截至目前,蜜雪冰城已開發出魔天脆脆冰淇淋、搖搖奶昔、冰鮮檸檬水、珍珠奶茶等多款熱銷產品,並於2021年推出門店冷鏈飲品,從而帶動門店營業額的提升,也進一步帶動了蜜雪冰城對門店的銷售額的提升。反映在單店營業額來看——2019年至2021年,蜜雪冰城對門店的單店銷售額分別爲41.33萬/家、44.40萬/家和58.72萬/家,呈逐年上升趨勢。財務數據方面。2019年至2021年,蜜雪冰城的營業收入分別爲25.66億元、46.80億元和103.51億元,2020年和2021年的同比增","images":[{"img":"https://static.tigerbbs.com/96dd0f02c1e7163a013ca31068a830e5","width":"641","height":"360"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661664770","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919364129,"gmtCreate":1663732992961,"gmtModify":1676537326016,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919364129","repostId":"661355475","repostType":1,"repost":{"id":661355475,"gmtCreate":1663731900000,"gmtModify":1676537325926,"author":{"id":"3579560926082632","authorId":"3579560926082632","name":"投资界","avatar":"https://static.tigerbbs.com/6a09632062f91283b4308e641ec08979","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579560926082632","idStr":"3579560926082632"},"themes":[],"title":"在銀行APP裏賣奢侈品,PaaS平臺「銀奢inLUXE」獲數百萬元種子輪融資","htmlText":"投資界9月21日消息,奢侈品PaaS平臺「銀奢inLUXE」近期完成數百萬元種子輪融資,投資方爲奢侈品行業企業高管,本輪融資將用於商務拓展和產品研發。 銀奢inLUXE於今年3月起正式運營,首先切入國內數十家銀行App分期商城,爲一線品牌提供線上渠道。用戶可以在銀行App中購買奢侈品,最高可享受24期免息分期、積分抵扣現金等優惠活動。 “90後已成爲消費市場的中堅力量,而在奢侈品領域,21-30歲消費者貢獻了接近50%的銷售。” 銀奢inLUXE CEO費正表示,“銀奢inLUXE借鑑了中免集團在免稅場景中渠道和供應鏈的模式,分期付款也更符合年輕人的消費習慣。” 在具體戰略上,銀奢inLUXE則致力於打造供應鏈和渠道的雙重壁壘。 供應鏈體系搭建方面,不同於傳統“採銷”、“買手”等奢侈品電商模式,銀奢inLUXE採用PaaS模式爲奢侈品品牌方(集團客戶)提供入駐談判、商城運營、品牌營銷、供應鏈管理、財務結算、客戶服務等全方位服務。目前,銀奢inLUXE已經與法國拉格代爾集團、嬌蘭、資生堂等公司達成合作,客戶將通過inLUXE PaaS全面佈局在銀行APP分期商城業務合作,幫助其與銀行達成合作,開拓更多線上渠道。 渠道端運營方面,銀奢inLUXE在保證正品渠道的情況下,爲消費者提供包括免息分期、積分抵扣、持卡人特權購等多種優惠形式,提升線上消費體驗。 費正透露,銀奢inLUXE接下來將在銀行分期商城打造以銀奢inLUXE爲核心的奢侈品購物場景,通過促進銀行、奢侈品品牌合作,達成“雙循環”高速發展。 團隊方面,創始人兼CEO費正曾擔任頭部銀行分期商城服務商bestchoice伯喬COO,負責全銀行渠道整合和運營,也曾擔任鮮花服務商flowerplus業務高管;合夥人劉浩、奚永平曾在FMCG等奢侈品公司擔任高管。","listText":"投資界9月21日消息,奢侈品PaaS平臺「銀奢inLUXE」近期完成數百萬元種子輪融資,投資方爲奢侈品行業企業高管,本輪融資將用於商務拓展和產品研發。 銀奢inLUXE於今年3月起正式運營,首先切入國內數十家銀行App分期商城,爲一線品牌提供線上渠道。用戶可以在銀行App中購買奢侈品,最高可享受24期免息分期、積分抵扣現金等優惠活動。 “90後已成爲消費市場的中堅力量,而在奢侈品領域,21-30歲消費者貢獻了接近50%的銷售。” 銀奢inLUXE CEO費正表示,“銀奢inLUXE借鑑了中免集團在免稅場景中渠道和供應鏈的模式,分期付款也更符合年輕人的消費習慣。” 在具體戰略上,銀奢inLUXE則致力於打造供應鏈和渠道的雙重壁壘。 供應鏈體系搭建方面,不同於傳統“採銷”、“買手”等奢侈品電商模式,銀奢inLUXE採用PaaS模式爲奢侈品品牌方(集團客戶)提供入駐談判、商城運營、品牌營銷、供應鏈管理、財務結算、客戶服務等全方位服務。目前,銀奢inLUXE已經與法國拉格代爾集團、嬌蘭、資生堂等公司達成合作,客戶將通過inLUXE PaaS全面佈局在銀行APP分期商城業務合作,幫助其與銀行達成合作,開拓更多線上渠道。 渠道端運營方面,銀奢inLUXE在保證正品渠道的情況下,爲消費者提供包括免息分期、積分抵扣、持卡人特權購等多種優惠形式,提升線上消費體驗。 費正透露,銀奢inLUXE接下來將在銀行分期商城打造以銀奢inLUXE爲核心的奢侈品購物場景,通過促進銀行、奢侈品品牌合作,達成“雙循環”高速發展。 團隊方面,創始人兼CEO費正曾擔任頭部銀行分期商城服務商bestchoice伯喬COO,負責全銀行渠道整合和運營,也曾擔任鮮花服務商flowerplus業務高管;合夥人劉浩、奚永平曾在FMCG等奢侈品公司擔任高管。","text":"投資界9月21日消息,奢侈品PaaS平臺「銀奢inLUXE」近期完成數百萬元種子輪融資,投資方爲奢侈品行業企業高管,本輪融資將用於商務拓展和產品研發。 銀奢inLUXE於今年3月起正式運營,首先切入國內數十家銀行App分期商城,爲一線品牌提供線上渠道。用戶可以在銀行App中購買奢侈品,最高可享受24期免息分期、積分抵扣現金等優惠活動。 “90後已成爲消費市場的中堅力量,而在奢侈品領域,21-30歲消費者貢獻了接近50%的銷售。” 銀奢inLUXE CEO費正表示,“銀奢inLUXE借鑑了中免集團在免稅場景中渠道和供應鏈的模式,分期付款也更符合年輕人的消費習慣。” 在具體戰略上,銀奢inLUXE則致力於打造供應鏈和渠道的雙重壁壘。 供應鏈體系搭建方面,不同於傳統“採銷”、“買手”等奢侈品電商模式,銀奢inLUXE採用PaaS模式爲奢侈品品牌方(集團客戶)提供入駐談判、商城運營、品牌營銷、供應鏈管理、財務結算、客戶服務等全方位服務。目前,銀奢inLUXE已經與法國拉格代爾集團、嬌蘭、資生堂等公司達成合作,客戶將通過inLUXE PaaS全面佈局在銀行APP分期商城業務合作,幫助其與銀行達成合作,開拓更多線上渠道。 渠道端運營方面,銀奢inLUXE在保證正品渠道的情況下,爲消費者提供包括免息分期、積分抵扣、持卡人特權購等多種優惠形式,提升線上消費體驗。 費正透露,銀奢inLUXE接下來將在銀行分期商城打造以銀奢inLUXE爲核心的奢侈品購物場景,通過促進銀行、奢侈品品牌合作,達成“雙循環”高速發展。 團隊方面,創始人兼CEO費正曾擔任頭部銀行分期商城服務商bestchoice伯喬COO,負責全銀行渠道整合和運營,也曾擔任鮮花服務商flowerplus業務高管;合夥人劉浩、奚永平曾在FMCG等奢侈品公司擔任高管。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661355475","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919364311,"gmtCreate":1663732926233,"gmtModify":1676537326015,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919364311","repostId":"661355366","repostType":1,"repost":{"id":661355366,"gmtCreate":1663732354867,"gmtModify":1676537325999,"author":{"id":"3460459258865476","authorId":"3460459258865476","name":"新经济IPO","avatar":"https://static.tigerbbs.com/9d817b2039a58fbb32ab93d2a5d56450","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460459258865476","idStr":"3460459258865476"},"themes":[],"title":"半導體板塊大跌!豪賭半導體的諾安蔡嵩鬆陷 “失聯”疑雲","htmlText":"據財聯社等媒體報道,9月20日晚間,市場傳出一則消息稱,“蔡姓頂流基金經理本週失聯”,並稱“蔡姓頂流基金經理團隊管理的某成長混合型證券投資基金增持公司股份51.95萬股,使得該基金產品持有公司股票的比例突破舉牌線,達到5.0065%”。據此判斷,該基金經理應爲諾安基金旗下頂流基金經理蔡嵩鬆。對此,蔡嵩鬆20日深夜在朋友圈迴應稱自己“正常休假中”。諾安基金方面也向媒體確認,蔡嵩鬆正在休假中。不過,這一消息讓市場大震。半導體板塊主要個股紛紛暴跌,韋爾股份(SH603501)早盤下跌超5%,卓勝微(SZ300782)下跌4.6%, 北方華創(SZ002371)下跌3%,均超過大盤跌幅。值得注意的是,失聯消息傳出之前,蔡嵩鬆管理的諾安成長基金(320007)舉牌創業板公司卓勝微(300782),持股比例達到5.0065%。而截至2022年6月30日,諾安成長基金持有卓勝微爲3.62%;截至2021年底,持股比例爲2.3%。這意味着,諾安成長基金過去半年將卓勝微的持股增加了一倍多。由於舉牌後會受到嚴格的減持及信息披露限制,因此公募基金罕有舉牌上市公司,蔡嵩鬆的舉動讓市場感到震驚。在諾安成長舉牌後,卓勝微的股價僅上漲了一天,隨後便連續下跌,再次創下近期新低。這也說明,市場投資者並不看好諾安成長舉牌。當然,蔡嵩鬆豪賭卓勝微也並不讓人意外。畢竟,過去兩年蔡嵩鬆一直押注半導體,也因此被基民嘲笑爲“半導體賭狗”。公開信息顯示,蔡嵩鬆主要管理3只基金,分別是規模266.36億元的諾安成長混合(320007)、規模35.79億元的諾安和鑫靈活配置混合(002560)、規模約3.3億元的諾安創新驅動(混合A+混合C)。截至目前,蔡嵩鬆管理的基金總規模約306億元。不過,過去兩年,蔡嵩鬆的業績都非常慘淡。以諾安成長混合(320007)爲例,今年以來下跌了35.36%,近兩年下跌18%,在2618只基金","listText":"據財聯社等媒體報道,9月20日晚間,市場傳出一則消息稱,“蔡姓頂流基金經理本週失聯”,並稱“蔡姓頂流基金經理團隊管理的某成長混合型證券投資基金增持公司股份51.95萬股,使得該基金產品持有公司股票的比例突破舉牌線,達到5.0065%”。據此判斷,該基金經理應爲諾安基金旗下頂流基金經理蔡嵩鬆。對此,蔡嵩鬆20日深夜在朋友圈迴應稱自己“正常休假中”。諾安基金方面也向媒體確認,蔡嵩鬆正在休假中。不過,這一消息讓市場大震。半導體板塊主要個股紛紛暴跌,韋爾股份(SH603501)早盤下跌超5%,卓勝微(SZ300782)下跌4.6%, 北方華創(SZ002371)下跌3%,均超過大盤跌幅。值得注意的是,失聯消息傳出之前,蔡嵩鬆管理的諾安成長基金(320007)舉牌創業板公司卓勝微(300782),持股比例達到5.0065%。而截至2022年6月30日,諾安成長基金持有卓勝微爲3.62%;截至2021年底,持股比例爲2.3%。這意味着,諾安成長基金過去半年將卓勝微的持股增加了一倍多。由於舉牌後會受到嚴格的減持及信息披露限制,因此公募基金罕有舉牌上市公司,蔡嵩鬆的舉動讓市場感到震驚。在諾安成長舉牌後,卓勝微的股價僅上漲了一天,隨後便連續下跌,再次創下近期新低。這也說明,市場投資者並不看好諾安成長舉牌。當然,蔡嵩鬆豪賭卓勝微也並不讓人意外。畢竟,過去兩年蔡嵩鬆一直押注半導體,也因此被基民嘲笑爲“半導體賭狗”。公開信息顯示,蔡嵩鬆主要管理3只基金,分別是規模266.36億元的諾安成長混合(320007)、規模35.79億元的諾安和鑫靈活配置混合(002560)、規模約3.3億元的諾安創新驅動(混合A+混合C)。截至目前,蔡嵩鬆管理的基金總規模約306億元。不過,過去兩年,蔡嵩鬆的業績都非常慘淡。以諾安成長混合(320007)爲例,今年以來下跌了35.36%,近兩年下跌18%,在2618只基金","text":"據財聯社等媒體報道,9月20日晚間,市場傳出一則消息稱,“蔡姓頂流基金經理本週失聯”,並稱“蔡姓頂流基金經理團隊管理的某成長混合型證券投資基金增持公司股份51.95萬股,使得該基金產品持有公司股票的比例突破舉牌線,達到5.0065%”。據此判斷,該基金經理應爲諾安基金旗下頂流基金經理蔡嵩鬆。對此,蔡嵩鬆20日深夜在朋友圈迴應稱自己“正常休假中”。諾安基金方面也向媒體確認,蔡嵩鬆正在休假中。不過,這一消息讓市場大震。半導體板塊主要個股紛紛暴跌,韋爾股份(SH603501)早盤下跌超5%,卓勝微(SZ300782)下跌4.6%, 北方華創(SZ002371)下跌3%,均超過大盤跌幅。值得注意的是,失聯消息傳出之前,蔡嵩鬆管理的諾安成長基金(320007)舉牌創業板公司卓勝微(300782),持股比例達到5.0065%。而截至2022年6月30日,諾安成長基金持有卓勝微爲3.62%;截至2021年底,持股比例爲2.3%。這意味着,諾安成長基金過去半年將卓勝微的持股增加了一倍多。由於舉牌後會受到嚴格的減持及信息披露限制,因此公募基金罕有舉牌上市公司,蔡嵩鬆的舉動讓市場感到震驚。在諾安成長舉牌後,卓勝微的股價僅上漲了一天,隨後便連續下跌,再次創下近期新低。這也說明,市場投資者並不看好諾安成長舉牌。當然,蔡嵩鬆豪賭卓勝微也並不讓人意外。畢竟,過去兩年蔡嵩鬆一直押注半導體,也因此被基民嘲笑爲“半導體賭狗”。公開信息顯示,蔡嵩鬆主要管理3只基金,分別是規模266.36億元的諾安成長混合(320007)、規模35.79億元的諾安和鑫靈活配置混合(002560)、規模約3.3億元的諾安創新驅動(混合A+混合C)。截至目前,蔡嵩鬆管理的基金總規模約306億元。不過,過去兩年,蔡嵩鬆的業績都非常慘淡。以諾安成長混合(320007)爲例,今年以來下跌了35.36%,近兩年下跌18%,在2618只基金","images":[{"img":"https://static.tigerbbs.com/5636a70af670c1b83524de734d6566b3"},{"img":"https://static.tigerbbs.com/1e8f9db9a8e54bd11bcd8c16ac86971b"},{"img":"https://static.tigerbbs.com/a1f48f03c437b7c5a077465d630e8caa"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661355366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910290257,"gmtCreate":1663630840280,"gmtModify":1676537303175,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910290257","repostId":"9910207108","repostType":1,"repost":{"id":9910207108,"gmtCreate":1663630765504,"gmtModify":1676537303143,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron18","avatar":"https://community-static.tradeup.com/news/45256b61ce0a4a6edc813f1a231923a7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"Federal Reserve officials are on track to raise interest rates by 75 basis points for the third consecutive meeting this week and signal they’re heading above 4% and will then go on hold.A case can be made for going even bigger. But there are persuasive arguments for not delivering a shock 100 basis-point increase that will probably prevail when they gather Tuesday and Wednesday in Washington.Since officials last met in July, the “totality” of data -- to use Chair Jerome Powell’s phrase -- shows the economy remains resilient and inflation is widespread and stubbornly high.That’s hardened bets for another 75 basis-point increase instead of the smaller half-point move that was also on the table this week. But policy makers probably want to avoid hiking by an even larger amount because of the","listText":"Federal Reserve officials are on track to raise interest rates by 75 basis points for the third consecutive meeting this week and signal they’re heading above 4% and will then go on hold.A case can be made for going even bigger. But there are persuasive arguments for not delivering a shock 100 basis-point increase that will probably prevail when they gather Tuesday and Wednesday in Washington.Since officials last met in July, the “totality” of data -- to use Chair Jerome Powell’s phrase -- shows the economy remains resilient and inflation is widespread and stubbornly high.That’s hardened bets for another 75 basis-point increase instead of the smaller half-point move that was also on the table this week. But policy makers probably want to avoid hiking by an even larger amount because of the","text":"Federal Reserve officials are on track to raise interest rates by 75 basis points for the third consecutive meeting this week and signal they’re heading above 4% and will then go on hold.A case can be made for going even bigger. But there are persuasive arguments for not delivering a shock 100 basis-point increase that will probably prevail when they gather Tuesday and Wednesday in Washington.Since officials last met in July, the “totality” of data -- to use Chair Jerome Powell’s phrase -- shows the economy remains resilient and inflation is widespread and stubbornly high.That’s hardened bets for another 75 basis-point increase instead of the smaller half-point move that was also on the table this week. But policy makers probably want to avoid hiking by an even larger amount because of the","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910207108","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932107849,"gmtCreate":1662887218081,"gmtModify":1676537158186,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"Ok ","listText":"Ok ","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932107849","repostId":"9932941103","repostType":1,"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9946857496,"gmtCreate":1680922099815,"gmtModify":1680922103819,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"Play play play play win win win!","listText":"Play play play play win win win!","text":"Play play play play win win win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946857496","isVote":1,"tweetType":1,"viewCount":2383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956759490,"gmtCreate":1674222562911,"gmtModify":1676538931456,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956759490","repostId":"626282878","repostType":1,"repost":{"id":626282878,"gmtCreate":1674217437397,"gmtModify":1676538931310,"author":{"id":"3539776687778532","authorId":"3539776687778532","name":"开菠萝财经","avatar":"https://static.tigerbbs.com/5198221c3a91b28c4cb3e784e194630d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539776687778532","idStr":"3539776687778532"},"themes":[],"title":"大白兔們,誰能打贏春節糖果戰?","htmlText":"開菠蘿財經(kaiboluocaijing)原創作者 | 蘇琦編輯 | 金璵璠每逢過年,回鄉的遊子總是最先在一顆顆“年糖”裏,感受年味、回味親情。一位遼寧的網友回憶,小時候,每到過年,奶奶就會帶自己去逛超市,買各種散裝的糖果,馬大姐、徐福記、大白兔,還有各種金幣巧克力、元寶巧克力,即使到了自己讀大學的年紀,每年春節回家,只要能吃到奶奶買的糖果,就覺得熟悉溫暖美好。如今,越來越多的年輕人承擔起給家裏買年貨的“重任”,在買年糖這件事上,即便是習慣網購的他們,也依舊保持着去線下邊逛邊買的儀式感,給全家老少買他們喜歡的“年糖”。一人承包給全家買年糖的任務 圖源 / 傳說中的微胖仙女由於疫情政策的調整和“陽康”的消費者增多,走親訪友加速了年禮市場的恢復,也讓2023年初的年糖行業火爆起來,年糖禮盒、散裝糖果在線下商超、電商平臺、外賣和買菜APP都很搶手。而春節作爲糖果行業每年的必打之仗,也逐漸呈現出線上線下全渠道比拼的趨勢。糖果行業面臨的另一大變化是,消費者對糖的需求變了、認知變了,年輕人追求的是健康化、減糖化。回顧過去幾年,行業的頭部企業持續在嘗試突破——推進產品多元化;進行跨界聯名,吸引年輕用戶;改進口味,推出減糖輕油產品。“只是動作有些慢了,多數沒能帶來明顯收益。”有業內人士評價。糖果行業的傳統,還體現在老公司穩坐行業前五、新公司寥寥無幾,以及市場規模增速下滑的現狀。站在消費者角度看,人們在糖果裏注入的寄託,纔是每逢過年都要買糖、吃糖的精髓。對糖企來說,如何在抓住一家人團聚的時刻之外,開發新的消費場景,纔是春節大戰的新故事。糖果品牌決戰春節以往糖果的銷售高峯都是在春節前十天左右。今年的糖果採購高峯,提前了。一位北京商超負責糖果銷售的工作人員告訴開菠蘿財經,由於一些人錯峯迴家過年,從臘八節開始,糖果和年貨的銷量就出現了小高峯。已經連續三年沒有回家的小優就是其中採購的一員,往年她都","listText":"開菠蘿財經(kaiboluocaijing)原創作者 | 蘇琦編輯 | 金璵璠每逢過年,回鄉的遊子總是最先在一顆顆“年糖”裏,感受年味、回味親情。一位遼寧的網友回憶,小時候,每到過年,奶奶就會帶自己去逛超市,買各種散裝的糖果,馬大姐、徐福記、大白兔,還有各種金幣巧克力、元寶巧克力,即使到了自己讀大學的年紀,每年春節回家,只要能吃到奶奶買的糖果,就覺得熟悉溫暖美好。如今,越來越多的年輕人承擔起給家裏買年貨的“重任”,在買年糖這件事上,即便是習慣網購的他們,也依舊保持着去線下邊逛邊買的儀式感,給全家老少買他們喜歡的“年糖”。一人承包給全家買年糖的任務 圖源 / 傳說中的微胖仙女由於疫情政策的調整和“陽康”的消費者增多,走親訪友加速了年禮市場的恢復,也讓2023年初的年糖行業火爆起來,年糖禮盒、散裝糖果在線下商超、電商平臺、外賣和買菜APP都很搶手。而春節作爲糖果行業每年的必打之仗,也逐漸呈現出線上線下全渠道比拼的趨勢。糖果行業面臨的另一大變化是,消費者對糖的需求變了、認知變了,年輕人追求的是健康化、減糖化。回顧過去幾年,行業的頭部企業持續在嘗試突破——推進產品多元化;進行跨界聯名,吸引年輕用戶;改進口味,推出減糖輕油產品。“只是動作有些慢了,多數沒能帶來明顯收益。”有業內人士評價。糖果行業的傳統,還體現在老公司穩坐行業前五、新公司寥寥無幾,以及市場規模增速下滑的現狀。站在消費者角度看,人們在糖果裏注入的寄託,纔是每逢過年都要買糖、吃糖的精髓。對糖企來說,如何在抓住一家人團聚的時刻之外,開發新的消費場景,纔是春節大戰的新故事。糖果品牌決戰春節以往糖果的銷售高峯都是在春節前十天左右。今年的糖果採購高峯,提前了。一位北京商超負責糖果銷售的工作人員告訴開菠蘿財經,由於一些人錯峯迴家過年,從臘八節開始,糖果和年貨的銷量就出現了小高峯。已經連續三年沒有回家的小優就是其中採購的一員,往年她都","text":"開菠蘿財經(kaiboluocaijing)原創作者 | 蘇琦編輯 | 金璵璠每逢過年,回鄉的遊子總是最先在一顆顆“年糖”裏,感受年味、回味親情。一位遼寧的網友回憶,小時候,每到過年,奶奶就會帶自己去逛超市,買各種散裝的糖果,馬大姐、徐福記、大白兔,還有各種金幣巧克力、元寶巧克力,即使到了自己讀大學的年紀,每年春節回家,只要能吃到奶奶買的糖果,就覺得熟悉溫暖美好。如今,越來越多的年輕人承擔起給家裏買年貨的“重任”,在買年糖這件事上,即便是習慣網購的他們,也依舊保持着去線下邊逛邊買的儀式感,給全家老少買他們喜歡的“年糖”。一人承包給全家買年糖的任務 圖源 / 傳說中的微胖仙女由於疫情政策的調整和“陽康”的消費者增多,走親訪友加速了年禮市場的恢復,也讓2023年初的年糖行業火爆起來,年糖禮盒、散裝糖果在線下商超、電商平臺、外賣和買菜APP都很搶手。而春節作爲糖果行業每年的必打之仗,也逐漸呈現出線上線下全渠道比拼的趨勢。糖果行業面臨的另一大變化是,消費者對糖的需求變了、認知變了,年輕人追求的是健康化、減糖化。回顧過去幾年,行業的頭部企業持續在嘗試突破——推進產品多元化;進行跨界聯名,吸引年輕用戶;改進口味,推出減糖輕油產品。“只是動作有些慢了,多數沒能帶來明顯收益。”有業內人士評價。糖果行業的傳統,還體現在老公司穩坐行業前五、新公司寥寥無幾,以及市場規模增速下滑的現狀。站在消費者角度看,人們在糖果裏注入的寄託,纔是每逢過年都要買糖、吃糖的精髓。對糖企來說,如何在抓住一家人團聚的時刻之外,開發新的消費場景,纔是春節大戰的新故事。糖果品牌決戰春節以往糖果的銷售高峯都是在春節前十天左右。今年的糖果採購高峯,提前了。一位北京商超負責糖果銷售的工作人員告訴開菠蘿財經,由於一些人錯峯迴家過年,從臘八節開始,糖果和年貨的銷量就出現了小高峯。已經連續三年沒有回家的小優就是其中採購的一員,往年她都","images":[{"img":"https://static.tigerbbs.com/5c3a28efca3c9e578f052d80acc2b90b"},{"img":"https://static.tigerbbs.com/3e56705ecdf4bae3e1fadf8bb1fb16a0"},{"img":"https://static.tigerbbs.com/8d3ffee5b4231900b5d3e4ef4deac644"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626282878","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956076636,"gmtCreate":1673867235625,"gmtModify":1676538896220,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956076636","repostId":"626359219","repostType":1,"repost":{"id":626359219,"gmtCreate":1673855081000,"gmtModify":1676538895052,"author":{"id":"3577852034187700","authorId":"3577852034187700","name":"经济观察报","avatar":"https://static.tigerbbs.com/f64ac2aa784ef0f271ddeb45c7dc72bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577852034187700","idStr":"3577852034187700"},"themes":[],"title":"連平:爲什麼說2023年資本市場會回暖?","htmlText":"連平/文 在經歷了2022年全年低迷的行情之後,資本市場在即將跨入2023年的一週迎來了曙光。2022年最後一週至2023年首周的兩週時間內,上證指數累計上漲3.6%。隨着我國疫情防控進入新的階段,消費復甦可以期待,內需回暖是投資者對2023年資本市場投資主線的普遍預期。2023年,將有六大利好因素推動資本市場持續轉好。 一是美聯儲貨幣政策逐步由緊向鬆。隨着通脹逐步走緩,2023年上半年美聯儲貨幣政策可能從收緊迴歸中性,本輪加息週期將趨緩並結束,壓制全球各類資產的重要因素將逐漸消退,對資本市場形成利好。美聯儲政策轉向有助於釋放國內貨幣政策空間,保持市場流動性合理充裕,推動融資成本進一步下降;改善外部流動性預期,使外部資金迴流中國,提升權益市場配置價值,打開估值修復空間。 二是內需恢復步伐將明顯加快。隨着穩增長政策起效和防疫政策的優化,預計2023年上半年經濟將逐步復甦。防疫政策轉向對消費的提振作用明顯。從全球經驗看,除日韓恢復較爲緩慢外,歐美、新加坡、越南等在疫情政策鬆動後均出現了報復性反彈,消費對GDP貢獻大幅增加。在國內貨幣政策維持穩中偏鬆、促消費政策持續加碼的基礎上,預計2023年二季度,國內經濟和消費有望走出疫情的影響,同比增速可能在低基數作用下明顯反彈,下半年服務消費或顯著回升。2023年投資將在擴大內需中發揮重要作用。基建投資和製造業投資仍是兩大抓手,房地產投資則會從二季度開始企穩回升,對投資的拖累程度也會逐步改善。2023年是貫徹二十大精神、推進中國式現代化和推動實施擴大內需戰略的開局之年,在“全面加強基礎設施建設”和“構建現代化基礎設施體系”等要求下,一大批重大工程和重點項目將陸續開工建設,基建項目的存量及增量較爲充足,投資結構將繼續優化,優質項目建設將進一步加快。消費復甦、投資發力、房地產行業回暖將帶動2023年GDP加快增長,從而使股市盈利增速加快。保守","listText":"連平/文 在經歷了2022年全年低迷的行情之後,資本市場在即將跨入2023年的一週迎來了曙光。2022年最後一週至2023年首周的兩週時間內,上證指數累計上漲3.6%。隨着我國疫情防控進入新的階段,消費復甦可以期待,內需回暖是投資者對2023年資本市場投資主線的普遍預期。2023年,將有六大利好因素推動資本市場持續轉好。 一是美聯儲貨幣政策逐步由緊向鬆。隨着通脹逐步走緩,2023年上半年美聯儲貨幣政策可能從收緊迴歸中性,本輪加息週期將趨緩並結束,壓制全球各類資產的重要因素將逐漸消退,對資本市場形成利好。美聯儲政策轉向有助於釋放國內貨幣政策空間,保持市場流動性合理充裕,推動融資成本進一步下降;改善外部流動性預期,使外部資金迴流中國,提升權益市場配置價值,打開估值修復空間。 二是內需恢復步伐將明顯加快。隨着穩增長政策起效和防疫政策的優化,預計2023年上半年經濟將逐步復甦。防疫政策轉向對消費的提振作用明顯。從全球經驗看,除日韓恢復較爲緩慢外,歐美、新加坡、越南等在疫情政策鬆動後均出現了報復性反彈,消費對GDP貢獻大幅增加。在國內貨幣政策維持穩中偏鬆、促消費政策持續加碼的基礎上,預計2023年二季度,國內經濟和消費有望走出疫情的影響,同比增速可能在低基數作用下明顯反彈,下半年服務消費或顯著回升。2023年投資將在擴大內需中發揮重要作用。基建投資和製造業投資仍是兩大抓手,房地產投資則會從二季度開始企穩回升,對投資的拖累程度也會逐步改善。2023年是貫徹二十大精神、推進中國式現代化和推動實施擴大內需戰略的開局之年,在“全面加強基礎設施建設”和“構建現代化基礎設施體系”等要求下,一大批重大工程和重點項目將陸續開工建設,基建項目的存量及增量較爲充足,投資結構將繼續優化,優質項目建設將進一步加快。消費復甦、投資發力、房地產行業回暖將帶動2023年GDP加快增長,從而使股市盈利增速加快。保守","text":"連平/文 在經歷了2022年全年低迷的行情之後,資本市場在即將跨入2023年的一週迎來了曙光。2022年最後一週至2023年首周的兩週時間內,上證指數累計上漲3.6%。隨着我國疫情防控進入新的階段,消費復甦可以期待,內需回暖是投資者對2023年資本市場投資主線的普遍預期。2023年,將有六大利好因素推動資本市場持續轉好。 一是美聯儲貨幣政策逐步由緊向鬆。隨着通脹逐步走緩,2023年上半年美聯儲貨幣政策可能從收緊迴歸中性,本輪加息週期將趨緩並結束,壓制全球各類資產的重要因素將逐漸消退,對資本市場形成利好。美聯儲政策轉向有助於釋放國內貨幣政策空間,保持市場流動性合理充裕,推動融資成本進一步下降;改善外部流動性預期,使外部資金迴流中國,提升權益市場配置價值,打開估值修復空間。 二是內需恢復步伐將明顯加快。隨着穩增長政策起效和防疫政策的優化,預計2023年上半年經濟將逐步復甦。防疫政策轉向對消費的提振作用明顯。從全球經驗看,除日韓恢復較爲緩慢外,歐美、新加坡、越南等在疫情政策鬆動後均出現了報復性反彈,消費對GDP貢獻大幅增加。在國內貨幣政策維持穩中偏鬆、促消費政策持續加碼的基礎上,預計2023年二季度,國內經濟和消費有望走出疫情的影響,同比增速可能在低基數作用下明顯反彈,下半年服務消費或顯著回升。2023年投資將在擴大內需中發揮重要作用。基建投資和製造業投資仍是兩大抓手,房地產投資則會從二季度開始企穩回升,對投資的拖累程度也會逐步改善。2023年是貫徹二十大精神、推進中國式現代化和推動實施擴大內需戰略的開局之年,在“全面加強基礎設施建設”和“構建現代化基礎設施體系”等要求下,一大批重大工程和重點項目將陸續開工建設,基建項目的存量及增量較爲充足,投資結構將繼續優化,優質項目建設將進一步加快。消費復甦、投資發力、房地產行業回暖將帶動2023年GDP加快增長,從而使股市盈利增速加快。保守","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626359219","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951024364,"gmtCreate":1673361879159,"gmtModify":1676538824389,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a>","text":"$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951024364","isVote":1,"tweetType":1,"viewCount":2175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950582307,"gmtCreate":1672790209309,"gmtModify":1676538736942,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950582307","isVote":1,"tweetType":1,"viewCount":2499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925865496,"gmtCreate":1671986032615,"gmtModify":1676538618739,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925865496","isVote":1,"tweetType":1,"viewCount":2291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920905093,"gmtCreate":1670410917013,"gmtModify":1676538362393,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920905093","repostId":"629813606","repostType":1,"repost":{"id":629813606,"gmtCreate":1670403539707,"gmtModify":1676538361708,"author":{"id":"4114262227265950","authorId":"4114262227265950","name":"财闻网","avatar":"https://static.tigerbbs.com/e39edfdd3ad7e314ac6b9f3ca27aab6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4114262227265950","idStr":"4114262227265950"},"themes":[],"title":"酒店、旅遊持續活躍,外資小幅流入,機構預測滬指拓展上行空間","htmlText":"12月7日,滬深兩市股指早盤震盪,午後一度衝高回落,尾盤小幅回調。截至收盤,滬指跌0.4%,深證成指漲0.17%,創業板指漲0.87%。北向資金方面,全天小幅淨買入2.73億元,午後一度淨買入近35億元;其中滬股通淨賣出13.91億元,深股通淨買入16.64億元。板塊方面開盤後養雞,機場航運板塊活躍,隨後物流,鋰電池,中藥、新冠治療板塊有所表現,中字頭個股震盪走低,午後景點及旅遊、酒店餐飲,食品加工拉昇走高,證券板塊異動。題材概念:熊去氧膽酸,抗病毒面料,毛髮醫療,超級真菌較爲活躍。酒店、旅遊、航空等板塊午後顯著拉昇,南方航空創出近期新高,曲江文旅、桂林旅遊漲停,衆信旅遊、中青旅、雲南旅遊,但最終都是衝高回落,這個板塊已經炒作很多次,市場預期應該是比較充分,所以,後期熱點預計會向沒有炒作的大消費、食品飲料等低位方向轉移,這些板塊相對來說也是受益的,而且估值比較低。上午窄幅震盪, 下午寬幅震盪,個股還是跌多漲少,下午的消息出來,後疫情概念拉了一波,又被埋伏的資金砸了下去,也就醫藥板塊的新概念熊去氧膽酸出現,維持住了醫藥板塊,旅遊 酒店,航空,都是衝高回落。創業板補漲與主板補缺還在進行中,板塊的博弈比較激烈。明天預計繼續調整。技術上,今天大盤收出縮量十字星,說明大盤短期將選擇方向,向上就是挑戰3250點附近的壓力,向下就是回補3170點附近的缺口,但還是傾向於先向下補缺,不排除明天就是回補3170點附近向上的缺口,但目前市場人氣正旺,大盤補缺或是你加倉的機會。12月7日,A股市場關注點市場焦點股:通潤裝備(11板)低開0.73%,數據要素板塊英飛拓(4板)高開4.18%,新冠防治概念股如意集團(3板)高開7.43%,房地產板塊粵宏遠A(4天3板)低開5.71%,央企+金融的電投產融(2板)高開1.49%、中糧資本(2板)高開3.68%,借殼傳言的深賽格(2板)高開3.90%。熊","listText":"12月7日,滬深兩市股指早盤震盪,午後一度衝高回落,尾盤小幅回調。截至收盤,滬指跌0.4%,深證成指漲0.17%,創業板指漲0.87%。北向資金方面,全天小幅淨買入2.73億元,午後一度淨買入近35億元;其中滬股通淨賣出13.91億元,深股通淨買入16.64億元。板塊方面開盤後養雞,機場航運板塊活躍,隨後物流,鋰電池,中藥、新冠治療板塊有所表現,中字頭個股震盪走低,午後景點及旅遊、酒店餐飲,食品加工拉昇走高,證券板塊異動。題材概念:熊去氧膽酸,抗病毒面料,毛髮醫療,超級真菌較爲活躍。酒店、旅遊、航空等板塊午後顯著拉昇,南方航空創出近期新高,曲江文旅、桂林旅遊漲停,衆信旅遊、中青旅、雲南旅遊,但最終都是衝高回落,這個板塊已經炒作很多次,市場預期應該是比較充分,所以,後期熱點預計會向沒有炒作的大消費、食品飲料等低位方向轉移,這些板塊相對來說也是受益的,而且估值比較低。上午窄幅震盪, 下午寬幅震盪,個股還是跌多漲少,下午的消息出來,後疫情概念拉了一波,又被埋伏的資金砸了下去,也就醫藥板塊的新概念熊去氧膽酸出現,維持住了醫藥板塊,旅遊 酒店,航空,都是衝高回落。創業板補漲與主板補缺還在進行中,板塊的博弈比較激烈。明天預計繼續調整。技術上,今天大盤收出縮量十字星,說明大盤短期將選擇方向,向上就是挑戰3250點附近的壓力,向下就是回補3170點附近的缺口,但還是傾向於先向下補缺,不排除明天就是回補3170點附近向上的缺口,但目前市場人氣正旺,大盤補缺或是你加倉的機會。12月7日,A股市場關注點市場焦點股:通潤裝備(11板)低開0.73%,數據要素板塊英飛拓(4板)高開4.18%,新冠防治概念股如意集團(3板)高開7.43%,房地產板塊粵宏遠A(4天3板)低開5.71%,央企+金融的電投產融(2板)高開1.49%、中糧資本(2板)高開3.68%,借殼傳言的深賽格(2板)高開3.90%。熊","text":"12月7日,滬深兩市股指早盤震盪,午後一度衝高回落,尾盤小幅回調。截至收盤,滬指跌0.4%,深證成指漲0.17%,創業板指漲0.87%。北向資金方面,全天小幅淨買入2.73億元,午後一度淨買入近35億元;其中滬股通淨賣出13.91億元,深股通淨買入16.64億元。板塊方面開盤後養雞,機場航運板塊活躍,隨後物流,鋰電池,中藥、新冠治療板塊有所表現,中字頭個股震盪走低,午後景點及旅遊、酒店餐飲,食品加工拉昇走高,證券板塊異動。題材概念:熊去氧膽酸,抗病毒面料,毛髮醫療,超級真菌較爲活躍。酒店、旅遊、航空等板塊午後顯著拉昇,南方航空創出近期新高,曲江文旅、桂林旅遊漲停,衆信旅遊、中青旅、雲南旅遊,但最終都是衝高回落,這個板塊已經炒作很多次,市場預期應該是比較充分,所以,後期熱點預計會向沒有炒作的大消費、食品飲料等低位方向轉移,這些板塊相對來說也是受益的,而且估值比較低。上午窄幅震盪, 下午寬幅震盪,個股還是跌多漲少,下午的消息出來,後疫情概念拉了一波,又被埋伏的資金砸了下去,也就醫藥板塊的新概念熊去氧膽酸出現,維持住了醫藥板塊,旅遊 酒店,航空,都是衝高回落。創業板補漲與主板補缺還在進行中,板塊的博弈比較激烈。明天預計繼續調整。技術上,今天大盤收出縮量十字星,說明大盤短期將選擇方向,向上就是挑戰3250點附近的壓力,向下就是回補3170點附近的缺口,但還是傾向於先向下補缺,不排除明天就是回補3170點附近向上的缺口,但目前市場人氣正旺,大盤補缺或是你加倉的機會。12月7日,A股市場關注點市場焦點股:通潤裝備(11板)低開0.73%,數據要素板塊英飛拓(4板)高開4.18%,新冠防治概念股如意集團(3板)高開7.43%,房地產板塊粵宏遠A(4天3板)低開5.71%,央企+金融的電投產融(2板)高開1.49%、中糧資本(2板)高開3.68%,借殼傳言的深賽格(2板)高開3.90%。熊","images":[{"img":"https://static.tigerbbs.com/e4c701593a49dfabc6410f3aca27954a"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629813606","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987809495,"gmtCreate":1667864854517,"gmtModify":1676537975100,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987809495","repostId":"2281988881","repostType":4,"repost":{"id":"2281988881","kind":"news","pubTimestamp":1667832065,"share":"https://ttm.financial/m/news/2281988881?lang=en_US&edition=fundamental","pubTime":"2022-11-07 22:41","market":"us","language":"zh","title":"Vigilant! Before the release of CPI data on Thursday, U.S. stocks may fluctuate extremely violently","url":"https://stock-news.laohu8.com/highlight/detail?id=2281988881","media":"智通财经","summary":"智通财经APP注意到,由于市场正焦急等待将于周四公布的美国CPI数据,近日市场波动率——即VIX指数在上涨与下跌之间剧烈波动,不过近几日多数以跌势收尾,这一剧烈波动暗示着多空博弈异常激烈。尽管美联储上周加息75个基点,并重申了其鹰派立场,但整个市场仍然非常关注将于周四出炉的CPI数据。这是PriceVol在2022年首次出现超风险规避阈值10的读数,并且这通常发生在熊市期间,此期间波动性往往较高。","content":"<p><html><head></head><body>Zhitong Finance APP noticed that as the market is anxiously waiting for the U.S. CPI data to be released on Thursday, the market volatility, that is, the VIX index, has fluctuated violently between rising and falling in recent days, but most of them have ended with declines in recent days. The violent fluctuations imply that the long-short game is extremely fierce. As of press time, VIX index futures fell slightly by 0.27% to 25.46 today.</p><p>Although the Federal Reserve issued a 75 basis point rate hike last week and reiterated its hawkish stance, the overall market is still very concerned about the CPI data due on Thursday. Bulls and bears alike are looking to keep a close eye on this data to further predict how the Fed will handle its upcoming interest rate decision.</p><p><b>The PriceVol index exceeds the threshold!</b></p><p>Another index that measures risk, the PriceVol index, is still high, with a rolling average of 10.5 for the 5-day term. The higher the number, the greater the volatility.</p><p>In addition, the PriceVol index, which measures the \"realized volatility\" of the S&P 500, closed at 10.1 points in October. This is the first reading of PriceVol in 2022 that exceeds the risk aversion threshold of 10, and this typically happens during bear markets, during which volatility tends to be high.</p><p>ASYMmetric, founder of the PriceVol index, emphasized in an investor note: \"In the early stages of the Great Recession, the realized volatility of the S&P 500 index was still compressed. It was not until about eight months after the 2007-2009 bear market entered that PriceVol realized volatility was pushed above the risk value of 10 or above the bear market threshold of 10.\" \"Some people think the market has fallen into recession, while others expect not, but the level of PriceVol indicates that the market sentiment is relatively pessimistic, indicating that the general environment has fallen into recession.\"</p><p><b>Which sectors of U.S. stocks are likely to experience violent fluctuations?</b></p><p>While the S&P 500 and its counterpart ETFs (such as SPY and IVV), which measure broader stock underlying, have experienced sharp increases in PriceVol levels, from an industry perspective, some sectors are more volatile than the S&P 500.</p><p>Zhitong Finance noted that the areas with the highest level of volatility increase include five specific areas. Sectors with a PriceVol index above 10 include Healthcare (Related ETF: XLV) at 13.5, Consumer Discretionary (Related ETF: XLY) at 12.7, Communications Services (Related ETF: XLC) at 12.3, Financials (Related ETF: XLF) at 11.3, and Industrials (Related ETF: XLI) at 10.2.</p><p><b>The breakdown of PriceVol levels for each sector of U.S. stocks over the past week is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/09041d6efa5dc42a56e3d2fc7bac12bd\" tg-width=\"507\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>The ASYMmetric S&P 500 ETF (ASPY.US) is a fund designed as an offshoot of the PriceVol indicator. The fund is a quantitative long-short hedging strategy that seeks to provide backing for investors against bear market selling through net shorting, while also seeking to get most of the gains of bull markets through net long.</p><p>ASYMmetric, the issuer of the PriceVol index, also filed with the U.S. Securities and Exchange Commission (SEC) for two new \"<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>ETF \"(Smart ETF).</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Vigilant! Before the release of CPI data on Thursday, U.S. stocks may fluctuate extremely violently</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\">\nVigilant! Before the release of CPI data on Thursday, U.S. stocks may fluctuate extremely violently\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-11-07 22:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Zhitong Finance APP noticed that as the market is anxiously waiting for the U.S. CPI data to be released on Thursday, the market volatility, that is, the VIX index, has fluctuated violently between rising and falling in recent days, but most of them have ended with declines in recent days. The violent fluctuations imply that the long-short game is extremely fierce. As of press time, VIX index futures fell slightly by 0.27% to 25.46 today.</p><p>Although the Federal Reserve issued a 75 basis point rate hike last week and reiterated its hawkish stance, the overall market is still very concerned about the CPI data due on Thursday. Bulls and bears alike are looking to keep a close eye on this data to further predict how the Fed will handle its upcoming interest rate decision.</p><p><b>The PriceVol index exceeds the threshold!</b></p><p>Another index that measures risk, the PriceVol index, is still high, with a rolling average of 10.5 for the 5-day term. The higher the number, the greater the volatility.</p><p>In addition, the PriceVol index, which measures the \"realized volatility\" of the S&P 500, closed at 10.1 points in October. This is the first reading of PriceVol in 2022 that exceeds the risk aversion threshold of 10, and this typically happens during bear markets, during which volatility tends to be high.</p><p>ASYMmetric, founder of the PriceVol index, emphasized in an investor note: \"In the early stages of the Great Recession, the realized volatility of the S&P 500 index was still compressed. It was not until about eight months after the 2007-2009 bear market entered that PriceVol realized volatility was pushed above the risk value of 10 or above the bear market threshold of 10.\" \"Some people think the market has fallen into recession, while others expect not, but the level of PriceVol indicates that the market sentiment is relatively pessimistic, indicating that the general environment has fallen into recession.\"</p><p><b>Which sectors of U.S. stocks are likely to experience violent fluctuations?</b></p><p>While the S&P 500 and its counterpart ETFs (such as SPY and IVV), which measure broader stock underlying, have experienced sharp increases in PriceVol levels, from an industry perspective, some sectors are more volatile than the S&P 500.</p><p>Zhitong Finance noted that the areas with the highest level of volatility increase include five specific areas. Sectors with a PriceVol index above 10 include Healthcare (Related ETF: XLV) at 13.5, Consumer Discretionary (Related ETF: XLY) at 12.7, Communications Services (Related ETF: XLC) at 12.3, Financials (Related ETF: XLF) at 11.3, and Industrials (Related ETF: XLI) at 10.2.</p><p><b>The breakdown of PriceVol levels for each sector of U.S. stocks over the past week is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/09041d6efa5dc42a56e3d2fc7bac12bd\" tg-width=\"507\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>The ASYMmetric S&P 500 ETF (ASPY.US) is a fund designed as an offshoot of the PriceVol indicator. The fund is a quantitative long-short hedging strategy that seeks to provide backing for investors against bear market selling through net shorting, while also seeking to get most of the gains of bull markets through net long.</p><p>ASYMmetric, the issuer of the PriceVol index, also filed with the U.S. Securities and Exchange Commission (SEC) for two new \"<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>ETF \"(Smart ETF).</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/825389.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/825389.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281988881","content_text":"智通财经APP注意到,由于市场正焦急等待将于周四公布的美国CPI数据,近日市场波动率——即VIX指数在上涨与下跌之间剧烈波动,不过近几日多数以跌势收尾,这一剧烈波动暗示着多空博弈异常激烈。截至发稿,今日VIX指数期货微跌0.27%至25.46。尽管美联储上周加息75个基点,并重申了其鹰派立场,但整个市场仍然非常关注将于周四出炉的CPI数据。多头和空头都在寻找密切关注这一数据,以进一步预测美联储将如何处理即将做出的利率决定。PriceVol指数超出阈值!衡量风险指标的另一项指数——PriceVol指数仍处于高位,5日期限的滚动平均指数为10.5。数字越高,说明波动性越大。此外,衡量标普500指数“已实现波动率”的PriceVol指数在10月份收于10.1点。这是PriceVol在2022年首次出现超风险规避阈值10的读数,并且这通常发生在熊市期间,此期间波动性往往较高。PriceVol指数创立者ASYMmetric在一份投资者报告中强调:“在大萧条(Great Recession)的早期阶段,标普500指数的已实现波动率仍处于压缩状态。直到2007-2009年熊市进入大约8个月后,PriceVol已实现波动率才被推高至高于10的风险值或熊市阈值10以上。”“一些人认为市场已经陷入衰退,而另一些人预计则没有,但PriceVol的水平表明市场情绪相对悲观,预示着大环境已经陷入衰退。”美股哪些板块可能出现剧烈波动?虽然衡量更广泛股票标的的标普500及其对应的ETF(比如SPY和IVV)经历了PriceVol水平大幅上升,但从行业角度来看,有些行业波动性高于标普500指数。智通财经注意到,波动率上升最高水平的领域包括五个特定领域。PriceVol指数高于10的板块包括医疗保健板块(相关ETF:XLV)为13.5,非必需消费品板块(相关ETF:XLY)为12.7,通信服务板块(相关ETF:XLC)为12.3,金融板块(相关ETF:XLF)为11.3,工业板块(相关ETF:XLI)为10.2。美股每个板块的PriceVol水平在过去一周的细分如下:ASYMmetric S&P 500 ETF (ASPY.US)是作为PriceVol指标的一个分支而设计的基金。该基金是一种量化的多空对冲策略,寻求通过净做空为投资者抵御熊市抛售进而提供后盾,同时也寻求通过净做多获得牛市的大部分收益。PriceVol指数的发行商ASYMmetric 还向美国证券交易委员会(SEC)申请了两只新的“智能ETF”(Smart ETF)。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914250069,"gmtCreate":1665290546051,"gmtModify":1676537583680,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[看涨] ","listText":"[看涨] ","text":"[看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914250069","repostId":"666063607","repostType":1,"repost":{"id":666063607,"gmtCreate":1665288572810,"gmtModify":1676537583596,"author":{"id":"3530336145106436","authorId":"3530336145106436","name":"晚点LatePost","avatar":"https://static.tigerbbs.com/a7d21492eaee7760148309cf65d0478c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3530336145106436","idStr":"3530336145106436"},"themes":[],"title":"字節沒有虧 849 億美元","htmlText":"據 WSJ 報道,字節跳動 2021 年實現收入 617 億美元,同比增長 80%。淨虧損也達到驚人的 849 億美元。但實際上字節跳動沒有真的虧那麼多錢。鉅額虧損主要受可轉債公允價值變動影響(756 億美元)。這些錢的變動只存在於賬面,體現字節估值而不是盈利能力的變化,並不會讓字節跳動損失一塊錢現金。假設投資者在字節估值 100 億美元的時候買入,等字節估值 500 億美元時,投資者賬面賺 400 億美元,字節則要記一筆 400 億美元 “虧損”,會在上市後抵消。理論上字節 IPO 前的估值增長越多,賬面虧損也越多。美團、快手等互聯網公司招股書都因爲類似原因記賬成百上千億元淨虧損。去年,字節跳動主營業成本約爲 274 億美元,同比增長 79%。收入減去成本得到 343 億美元毛利潤、對應 55.5% 的毛利率。作爲參考,騰訊 2021 年毛利率約爲 43.91%。按去年年底匯率換算,字節跳動總收入約等於美團、百度、拼多多收入之和。扣掉 146 億美元研發費用、192 億美元市場營銷費用和其他開支以後,字節跳動 2021 年經營虧損 71.5 億美元、是 2020 年的 3.34 倍。年末,字節跳動現金儲備約爲 341 億美元。今年一季度,字節營收同比增長近 54%、達到約 183 億美元,且實現經營利潤。字節跳動未對上述數據置評。(龔方毅)","listText":"據 WSJ 報道,字節跳動 2021 年實現收入 617 億美元,同比增長 80%。淨虧損也達到驚人的 849 億美元。但實際上字節跳動沒有真的虧那麼多錢。鉅額虧損主要受可轉債公允價值變動影響(756 億美元)。這些錢的變動只存在於賬面,體現字節估值而不是盈利能力的變化,並不會讓字節跳動損失一塊錢現金。假設投資者在字節估值 100 億美元的時候買入,等字節估值 500 億美元時,投資者賬面賺 400 億美元,字節則要記一筆 400 億美元 “虧損”,會在上市後抵消。理論上字節 IPO 前的估值增長越多,賬面虧損也越多。美團、快手等互聯網公司招股書都因爲類似原因記賬成百上千億元淨虧損。去年,字節跳動主營業成本約爲 274 億美元,同比增長 79%。收入減去成本得到 343 億美元毛利潤、對應 55.5% 的毛利率。作爲參考,騰訊 2021 年毛利率約爲 43.91%。按去年年底匯率換算,字節跳動總收入約等於美團、百度、拼多多收入之和。扣掉 146 億美元研發費用、192 億美元市場營銷費用和其他開支以後,字節跳動 2021 年經營虧損 71.5 億美元、是 2020 年的 3.34 倍。年末,字節跳動現金儲備約爲 341 億美元。今年一季度,字節營收同比增長近 54%、達到約 183 億美元,且實現經營利潤。字節跳動未對上述數據置評。(龔方毅)","text":"據 WSJ 報道,字節跳動 2021 年實現收入 617 億美元,同比增長 80%。淨虧損也達到驚人的 849 億美元。但實際上字節跳動沒有真的虧那麼多錢。鉅額虧損主要受可轉債公允價值變動影響(756 億美元)。這些錢的變動只存在於賬面,體現字節估值而不是盈利能力的變化,並不會讓字節跳動損失一塊錢現金。假設投資者在字節估值 100 億美元的時候買入,等字節估值 500 億美元時,投資者賬面賺 400 億美元,字節則要記一筆 400 億美元 “虧損”,會在上市後抵消。理論上字節 IPO 前的估值增長越多,賬面虧損也越多。美團、快手等互聯網公司招股書都因爲類似原因記賬成百上千億元淨虧損。去年,字節跳動主營業成本約爲 274 億美元,同比增長 79%。收入減去成本得到 343 億美元毛利潤、對應 55.5% 的毛利率。作爲參考,騰訊 2021 年毛利率約爲 43.91%。按去年年底匯率換算,字節跳動總收入約等於美團、百度、拼多多收入之和。扣掉 146 億美元研發費用、192 億美元市場營銷費用和其他開支以後,字節跳動 2021 年經營虧損 71.5 億美元、是 2020 年的 3.34 倍。年末,字節跳動現金儲備約爲 341 億美元。今年一季度,字節營收同比增長近 54%、達到約 183 億美元,且實現經營利潤。字節跳動未對上述數據置評。(龔方毅)","images":[{"img":"https://static.tigerbbs.com/0e7c4241fea65988eec3cb2a5f99cd25","width":"632","height":"341"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666063607","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914830893,"gmtCreate":1665222497512,"gmtModify":1676537575503,"author":{"id":"4099984049950350","authorId":"4099984049950350","name":"DaisyDeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099984049950350","idStr":"4099984049950350"},"themes":[],"htmlText":"[流泪] ","listText":"[流泪] ","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914830893","repostId":"9912839179","repostType":1,"repost":{"id":9912839179,"gmtCreate":1664790461092,"gmtModify":1676537508848,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"[Topic]Market Q3 Roundup: How Did Your Investing Perform?","htmlText":"Before the Roundup, How Did Your Investing Perform in Q3? Which market event in Q3 that that still shocks in your mind? For the coming Q4, what expectations do you have on investing or life?1. Q3 of 2022 was a time when events took a truly extraordinary turn<a href=\"https://ttm.financial/TW/9912197763\" target=\"_blank\">Weekly: Sept Extends Relentless Decline, Facing a \"Spiral Sell-off\"?</a><a href=\"https://ttm.financial/TW/9912113179\" target=\"_blank\">Tumbled $10 trillion! A desperate Moment? Another Black Swan May Approach</a>As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, Pivot-Hope-Punisher Powell Leaves Q3 Global Market Bloodbath In His Wake.The greenback is up about 7% for the quarter against a","listText":"Before the Roundup, How Did Your Investing Perform in Q3? Which market event in Q3 that that still shocks in your mind? For the coming Q4, what expectations do you have on investing or life?1. Q3 of 2022 was a time when events took a truly extraordinary turn<a href=\"https://ttm.financial/TW/9912197763\" target=\"_blank\">Weekly: Sept Extends Relentless Decline, Facing a \"Spiral Sell-off\"?</a><a href=\"https://ttm.financial/TW/9912113179\" target=\"_blank\">Tumbled $10 trillion! A desperate Moment? Another Black Swan May Approach</a>As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, Pivot-Hope-Punisher Powell Leaves Q3 Global Market Bloodbath In His Wake.The greenback is up about 7% for the quarter against a","text":"Before the Roundup, How Did Your Investing Perform in Q3? Which market event in Q3 that that still shocks in your mind? For the coming Q4, what expectations do you have on investing or life?1. Q3 of 2022 was a time when events took a truly extraordinary turnWeekly: Sept Extends Relentless Decline, Facing a \"Spiral Sell-off\"?Tumbled $10 trillion! A desperate Moment? Another Black Swan May ApproachAs the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, Pivot-Hope-Punisher Powell Leaves Q3 Global Market Bloodbath In His Wake.The greenback is up about 7% for the quarter against a","images":[{"img":"https://community-static.tradeup.com/news/1fd69a086e032ed687a5f90dbc8ab817","width":"840","height":"470"},{"img":"https://community-static.tradeup.com/news/83761637b4e57fbc23f2c74e85327e32","width":"1052","height":"590"},{"img":"https://community-static.tradeup.com/news/95ebbd45e4086c4e97500c89641fdc29","width":"909","height":"609"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912839179","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}