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Sunnylr
Sunnylr
·
2024-04-18
It's good time
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Sunnylr
Sunnylr
·
2024-04-06
$特斯拉(TSLA)$
69 Haha, see how it goes.
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Sunnylr
Sunnylr
·
2022-01-16
Great
提醒:1月17日马丁·路德·金纪念日,美股休市一天
2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金(Martin Luther King, Jr,192
提醒:1月17日马丁·路德·金纪念日,美股休市一天
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Sunnylr
Sunnylr
·
2022-01-16
Haha
Sorry, this post has been deleted
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Sunnylr
Sunnylr
·
2021-08-16
Ya
前瞻:腾讯、英伟达等财报来袭!心玮医疗周五上市
摘要: 事件方面:十三届全国人大常委会第三十次会议在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话,还有市场普遍关注的美联储会议纪要。
前瞻:腾讯、英伟达等财报来袭!心玮医疗周五上市
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Sunnylr
Sunnylr
·
2021-08-16
GS just bought a lot? Anyone can add on clearty please.
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Sunnylr
Sunnylr
·
2021-08-02
$ServiceNow(NOW)$
mmm
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Sunnylr
Sunnylr
·
2021-07-26
Very hot ?
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Sunnylr
Sunnylr
·
2021-07-09
Nice
台积电6月销售额1484.7亿新台币,同比增长22.8%
7月9日,台积电今天公布了2021年6月的收入报告:综合来看,2021年6月的收入为新台币1484.7亿元,同比增长22.8%;2021年1-6月的营业收入总额为新台币7345.6亿元,同比增长18.
台积电6月销售额1484.7亿新台币,同比增长22.8%
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Sunnylr
Sunnylr
·
2021-07-08
Think I wld better hold well on my wallet
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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\">2022-01-11 13:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119435888","content_text":"2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005511095,"gmtCreate":1642345853166,"gmtModify":1676533702899,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005511095","repostId":"1126777532","repostType":4,"isVote":1,"tweetType":1,"viewCount":2658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830645638,"gmtCreate":1629072766324,"gmtModify":1676529919799,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Ya","listText":"Ya","text":"Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830645638","repostId":"1138361386","repostType":4,"repost":{"id":"1138361386","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":1629069339,"share":"https://ttm.financial/m/news/1138361386?lang=&edition=fundamental","pubTime":"2021-08-16 07:15","market":"hk","language":"zh","title":"前瞻:腾讯、英伟达等财报来袭!心玮医疗周五上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1138361386","media":"老虎资讯综合","summary":"摘要:\n\n 事件方面:十三届全国人大常委会第三十次会议在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话,还有市场普遍关注的美联储会议纪要。\n\n\n","content":"<p>摘要:</p>\n<blockquote>\n 事件方面:十三届全国人大常委会第三十次会议在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话,还有市场普遍关注的美联储会议纪要。\n</blockquote>\n<blockquote>\n 数据方面:投资者可关注中国将公布7月工业增加值、社会消费品零售数据和 8月LPR利率数据;美国将出炉7月工业产出数据和 有着恐怖数据之称的零售销售数据。\n</blockquote>\n<blockquote>\n 财报方面: <a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、 <a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、Roblox、<a href=\"https://laohu8.com/S/01361\">361度</a>、 <a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、Sea、 <a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、 <a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>、 <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、 <a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、雾芯科技等公司陆续公布财报。\n</blockquote>\n<p><b>周一(8月16日)关键词:中国7月工业增加值、中国7月社会消费品零售、舜宇光学科技/腾讯音乐/Roblox财报</b><img src=\"https://static.tigerbbs.com/558a064cb01ab82f49938c8ef655a6b7\" tg-width=\"631\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><b>周一市场关注的焦点在于中国的中国7月工业增加值和中国7月社会消费品零售数据。</b>作为最新一波疫情爆发以来最先发布的反映经济活动的数据,中国7月经济活动指标将显示疫情给经济造成的影响。</p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、<a href=\"https://laohu8.com/S/00772\">阅文集团</a>将发布财报;美股盘前,<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>,美股盘后,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a>等公司将公布财报。</b></p>\n<p><b>周二(8月17日)关键词:美国7月零售销售、美国7月工业产出、美联储主席鲍威尔讲话</b><img src=\"https://static.tigerbbs.com/2139a3b25a5de5bee7343e46f9035bc2\" tg-width=\"618\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><b>周二投资者关注的焦点将是美国7月份零售销售数据。</b></p>\n<p>7月的名义零售销售增速将落后于消费者价格,表明通胀调整后商品支出第三季度开局疲软。分析师认为,当前,销售额水平比增长率更重要。商品消费支出正在从远超疫情前的水平回落。因此,目前的预测是第三季度消费支出增速将从第二季度11.8%的年化增速放缓至5%左右。零售销售将低于4月高点。如下图所示,刺激支票推动了3月-4月的销售额。</p>\n<p><b>周二市场还将关注美国7月工业产出数据。</b></p>\n<p>分析师预计7月工业产值将出现强劲反弹,主要集中在制造业。汽车零部件停产的非典型模式可能会导致季节性调整后的产量在本月出现增长,尽管零部件短缺限制了整体产值。</p>\n<p>周三纽约时段还需留意<b>美联储主席鲍威尔的讲话</b>。鲍威尔将出席由教育工作者和学生参加的虚拟市政厅会议,市场目前预计不太可能在这里发布新的政策信息,但仍需提防意外情况。</p>\n<p><b>十三届全国人大常委会第三十次会议8月17日至20日在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。</b></p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/01361\">361度</a>将发布财报;美股<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/HD\">家得宝</a>、<a href=\"https://laohu8.com/S/SE\">Sea Limited</a>将于盘前发布财报。</b></p>\n<p><b>周三(8月18日)关键词:新西兰联储利率决议、英国7月CPI、美联储会议纪要</b><img src=\"https://static.tigerbbs.com/9decfe7f038cae8ca2caab2f5c0eaa56\" tg-width=\"631\" tg-height=\"826\" referrerpolicy=\"no-referrer\"><b>周三纽约时段,投资者可以留意美国的房地产市场数据和美联储会议纪要。</b></p>\n<p>强劲需求和低库存使得房地产市场继续面对价格压力和有限的潜在买家。密歇根大学8月份消费者信心报告中的住宅购买景气触及1981-82年经济衰退以来的最低水平。除了熟练工,建筑商继续面临材料和建筑地块的短缺。</p>\n<p>鲍威尔很可能会等到本月晚些时候杰克逊霍尔会议上谈论政策问题,但7月27-28日FOMC会议的纪要可能提供线索,预示在8月26日至28日的杰克逊霍尔会议上是否有更多QE减码的细节。一连串的美联储鹰派表态为及早而非推迟QE减码打下基础;最近的数据(包括7月CPI)和Covid-19变种带来的风险,倾向于支持将更明确的信号推迟到9月会议。</p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/06186\">中国飞鹤</a>将发布财报;美股<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/CSCO\">思科</a>将于盘后发布财报,<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/ADI\">亚德诺</a>将于盘前发布财报。</b></p>\n<p><b>周四(8月19日)关键词:美国每周初请失业金人数变动、思摩尔国际/哔哩哔哩/名创优品。</b><img src=\"https://static.tigerbbs.com/80efb3bdc0d9a89a4a05a00c400addae\" tg-width=\"631\" tg-height=\"281\" referrerpolicy=\"no-referrer\">周四投资者重点留意美国每周公布一次的<b>初请失业金人数变动。</b></p>\n<p>目前为止,德尔塔毒株引发裁员的迹象非常有限。一些人不去餐馆,但总体而言餐馆预订保持稳定。加州目前的病例增长最快,前一周的首次申领失业救济人数大幅增加。不过,分析师仍然预计近期对全国数据的影响有限,风险倾向于局部爆发。</p>\n<p><b>周四凌晨的FOMC会议纪要料将成为整周市场的谈论焦点。</b></p>\n<p>任何有关缩减1200亿美元债券购买计划的讨论都将拨动科技成长股和「再通胀」概念股的跷跷板。CFRA首席投资策略分析师Sam Stovall解读称,美联储近期的动作更大的意义在于提前与市场沟通,通过给出不同Taper的方式,使得缩减的情形始终是投资者首要考虑的因素。等到这一天最终来临时,市场不会感到任何恐慌。</p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>、<a href=\"https://laohu8.com/S/02057\">中通快递-SW</a>将发布财报;美股盘前,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、<a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>、<a href=\"https://laohu8.com/S/M\">梅西百货</a>将发布财报。</b></p>\n<p><b>周五(8月20日)关键词:中国8月LPR、<a href=\"https://laohu8.com/S/06609\">心玮医疗-B</a>港股上市、雾芯科技财报。</b><img src=\"https://static.tigerbbs.com/f753b6f578332550a1fc8d2ed94da12f\" tg-width=\"630\" tg-height=\"434\" referrerpolicy=\"no-referrer\">周五亚洲时段,投资者可以留意一下<b>中国8月份的LPR</b>(贷款市场报价利率)</p>\n<p>分析师预计8月份中国贷款市场报价利率将持稳,尽管在上月央行全面降准后,市场对贷款市场报价利率走低的预期上升。1年期LPR(银行向企业贷款的参考利率)可能会维稳于3.85%。5年期LPR(抵押贷款参考利率)可能会持稳于4.65%。</p>\n<p><b>新股方面,创新型神经介入医疗器械公司<a href=\"https://laohu8.com/S/06609\">心玮医疗-B</a>将于周五正式登陆港交所,每股发行价160-171港元,每手50股。</b>心玮医疗是一家创新型神经介入医疗器械公司,凭借商业化产品及在研产品的广泛产品组合在中国神经介入市场占据领导地位,公司产品组合包括神经介入及心脏医疗器械。目前心玮医疗在中国拥有四款商业化产品和19款获批产品及在研产品。</p>\n<p><b>财报方面,美股<a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>、<a href=\"https://laohu8.com/S/FL\">富乐客</a>、<a href=\"https://laohu8.com/S/DE\">迪尔股份有限公司</a>将于盘前发布财报。</b></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>前瞻:腾讯、英伟达等财报来袭!心玮医疗周五上市</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n前瞻:腾讯、英伟达等财报来袭!心玮医疗周五上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-16 07:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>摘要:</p>\n<blockquote>\n 事件方面:十三届全国人大常委会第三十次会议在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话,还有市场普遍关注的美联储会议纪要。\n</blockquote>\n<blockquote>\n 数据方面:投资者可关注中国将公布7月工业增加值、社会消费品零售数据和 8月LPR利率数据;美国将出炉7月工业产出数据和 有着恐怖数据之称的零售销售数据。\n</blockquote>\n<blockquote>\n 财报方面: <a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、 <a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、Roblox、<a href=\"https://laohu8.com/S/01361\">361度</a>、 <a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、Sea、 <a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、 <a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>、 <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、 <a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、雾芯科技等公司陆续公布财报。\n</blockquote>\n<p><b>周一(8月16日)关键词:中国7月工业增加值、中国7月社会消费品零售、舜宇光学科技/腾讯音乐/Roblox财报</b><img src=\"https://static.tigerbbs.com/558a064cb01ab82f49938c8ef655a6b7\" tg-width=\"631\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><b>周一市场关注的焦点在于中国的中国7月工业增加值和中国7月社会消费品零售数据。</b>作为最新一波疫情爆发以来最先发布的反映经济活动的数据,中国7月经济活动指标将显示疫情给经济造成的影响。</p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、<a href=\"https://laohu8.com/S/00772\">阅文集团</a>将发布财报;美股盘前,<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>,美股盘后,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a>等公司将公布财报。</b></p>\n<p><b>周二(8月17日)关键词:美国7月零售销售、美国7月工业产出、美联储主席鲍威尔讲话</b><img src=\"https://static.tigerbbs.com/2139a3b25a5de5bee7343e46f9035bc2\" tg-width=\"618\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><b>周二投资者关注的焦点将是美国7月份零售销售数据。</b></p>\n<p>7月的名义零售销售增速将落后于消费者价格,表明通胀调整后商品支出第三季度开局疲软。分析师认为,当前,销售额水平比增长率更重要。商品消费支出正在从远超疫情前的水平回落。因此,目前的预测是第三季度消费支出增速将从第二季度11.8%的年化增速放缓至5%左右。零售销售将低于4月高点。如下图所示,刺激支票推动了3月-4月的销售额。</p>\n<p><b>周二市场还将关注美国7月工业产出数据。</b></p>\n<p>分析师预计7月工业产值将出现强劲反弹,主要集中在制造业。汽车零部件停产的非典型模式可能会导致季节性调整后的产量在本月出现增长,尽管零部件短缺限制了整体产值。</p>\n<p>周三纽约时段还需留意<b>美联储主席鲍威尔的讲话</b>。鲍威尔将出席由教育工作者和学生参加的虚拟市政厅会议,市场目前预计不太可能在这里发布新的政策信息,但仍需提防意外情况。</p>\n<p><b>十三届全国人大常委会第三十次会议8月17日至20日在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。</b></p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/01361\">361度</a>将发布财报;美股<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/HD\">家得宝</a>、<a href=\"https://laohu8.com/S/SE\">Sea Limited</a>将于盘前发布财报。</b></p>\n<p><b>周三(8月18日)关键词:新西兰联储利率决议、英国7月CPI、美联储会议纪要</b><img src=\"https://static.tigerbbs.com/9decfe7f038cae8ca2caab2f5c0eaa56\" tg-width=\"631\" tg-height=\"826\" referrerpolicy=\"no-referrer\"><b>周三纽约时段,投资者可以留意美国的房地产市场数据和美联储会议纪要。</b></p>\n<p>强劲需求和低库存使得房地产市场继续面对价格压力和有限的潜在买家。密歇根大学8月份消费者信心报告中的住宅购买景气触及1981-82年经济衰退以来的最低水平。除了熟练工,建筑商继续面临材料和建筑地块的短缺。</p>\n<p>鲍威尔很可能会等到本月晚些时候杰克逊霍尔会议上谈论政策问题,但7月27-28日FOMC会议的纪要可能提供线索,预示在8月26日至28日的杰克逊霍尔会议上是否有更多QE减码的细节。一连串的美联储鹰派表态为及早而非推迟QE减码打下基础;最近的数据(包括7月CPI)和Covid-19变种带来的风险,倾向于支持将更明确的信号推迟到9月会议。</p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/06186\">中国飞鹤</a>将发布财报;美股<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/CSCO\">思科</a>将于盘后发布财报,<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/ADI\">亚德诺</a>将于盘前发布财报。</b></p>\n<p><b>周四(8月19日)关键词:美国每周初请失业金人数变动、思摩尔国际/哔哩哔哩/名创优品。</b><img src=\"https://static.tigerbbs.com/80efb3bdc0d9a89a4a05a00c400addae\" tg-width=\"631\" tg-height=\"281\" referrerpolicy=\"no-referrer\">周四投资者重点留意美国每周公布一次的<b>初请失业金人数变动。</b></p>\n<p>目前为止,德尔塔毒株引发裁员的迹象非常有限。一些人不去餐馆,但总体而言餐馆预订保持稳定。加州目前的病例增长最快,前一周的首次申领失业救济人数大幅增加。不过,分析师仍然预计近期对全国数据的影响有限,风险倾向于局部爆发。</p>\n<p><b>周四凌晨的FOMC会议纪要料将成为整周市场的谈论焦点。</b></p>\n<p>任何有关缩减1200亿美元债券购买计划的讨论都将拨动科技成长股和「再通胀」概念股的跷跷板。CFRA首席投资策略分析师Sam Stovall解读称,美联储近期的动作更大的意义在于提前与市场沟通,通过给出不同Taper的方式,使得缩减的情形始终是投资者首要考虑的因素。等到这一天最终来临时,市场不会感到任何恐慌。</p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>、<a href=\"https://laohu8.com/S/02057\">中通快递-SW</a>将发布财报;美股盘前,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、<a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>、<a href=\"https://laohu8.com/S/M\">梅西百货</a>将发布财报。</b></p>\n<p><b>周五(8月20日)关键词:中国8月LPR、<a href=\"https://laohu8.com/S/06609\">心玮医疗-B</a>港股上市、雾芯科技财报。</b><img src=\"https://static.tigerbbs.com/f753b6f578332550a1fc8d2ed94da12f\" tg-width=\"630\" tg-height=\"434\" referrerpolicy=\"no-referrer\">周五亚洲时段,投资者可以留意一下<b>中国8月份的LPR</b>(贷款市场报价利率)</p>\n<p>分析师预计8月份中国贷款市场报价利率将持稳,尽管在上月央行全面降准后,市场对贷款市场报价利率走低的预期上升。1年期LPR(银行向企业贷款的参考利率)可能会维稳于3.85%。5年期LPR(抵押贷款参考利率)可能会持稳于4.65%。</p>\n<p><b>新股方面,创新型神经介入医疗器械公司<a href=\"https://laohu8.com/S/06609\">心玮医疗-B</a>将于周五正式登陆港交所,每股发行价160-171港元,每手50股。</b>心玮医疗是一家创新型神经介入医疗器械公司,凭借商业化产品及在研产品的广泛产品组合在中国神经介入市场占据领导地位,公司产品组合包括神经介入及心脏医疗器械。目前心玮医疗在中国拥有四款商业化产品和19款获批产品及在研产品。</p>\n<p><b>财报方面,美股<a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>、<a href=\"https://laohu8.com/S/FL\">富乐客</a>、<a href=\"https://laohu8.com/S/DE\">迪尔股份有限公司</a>将于盘前发布财报。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159891":"医疗","NVDA":"英伟达","TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138361386","content_text":"摘要:\n\n 事件方面:十三届全国人大常委会第三十次会议在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话,还有市场普遍关注的美联储会议纪要。\n\n\n 数据方面:投资者可关注中国将公布7月工业增加值、社会消费品零售数据和 8月LPR利率数据;美国将出炉7月工业产出数据和 有着恐怖数据之称的零售销售数据。\n\n\n 财报方面: 舜宇光学科技、 腾讯音乐、Roblox、361度、 沃尔玛、Sea、 腾讯控股、吉利汽车、英伟达、 思摩尔国际、 哔哩哔哩、 名创优品、雾芯科技等公司陆续公布财报。\n\n周一(8月16日)关键词:中国7月工业增加值、中国7月社会消费品零售、舜宇光学科技/腾讯音乐/Roblox财报周一市场关注的焦点在于中国的中国7月工业增加值和中国7月社会消费品零售数据。作为最新一波疫情爆发以来最先发布的反映经济活动的数据,中国7月经济活动指标将显示疫情给经济造成的影响。\n财报方面,港股舜宇光学科技、阅文集团将发布财报;美股盘前,小牛电动、知乎、斗鱼,美股盘后,腾讯音乐、Roblox Corporation等公司将公布财报。\n周二(8月17日)关键词:美国7月零售销售、美国7月工业产出、美联储主席鲍威尔讲话周二投资者关注的焦点将是美国7月份零售销售数据。\n7月的名义零售销售增速将落后于消费者价格,表明通胀调整后商品支出第三季度开局疲软。分析师认为,当前,销售额水平比增长率更重要。商品消费支出正在从远超疫情前的水平回落。因此,目前的预测是第三季度消费支出增速将从第二季度11.8%的年化增速放缓至5%左右。零售销售将低于4月高点。如下图所示,刺激支票推动了3月-4月的销售额。\n周二市场还将关注美国7月工业产出数据。\n分析师预计7月工业产值将出现强劲反弹,主要集中在制造业。汽车零部件停产的非典型模式可能会导致季节性调整后的产量在本月出现增长,尽管零部件短缺限制了整体产值。\n周三纽约时段还需留意美联储主席鲍威尔的讲话。鲍威尔将出席由教育工作者和学生参加的虚拟市政厅会议,市场目前预计不太可能在这里发布新的政策信息,但仍需提防意外情况。\n十三届全国人大常委会第三十次会议8月17日至20日在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。\n财报方面,港股361度将发布财报;美股沃尔玛、虎牙、家得宝、Sea Limited将于盘前发布财报。\n周三(8月18日)关键词:新西兰联储利率决议、英国7月CPI、美联储会议纪要周三纽约时段,投资者可以留意美国的房地产市场数据和美联储会议纪要。\n强劲需求和低库存使得房地产市场继续面对价格压力和有限的潜在买家。密歇根大学8月份消费者信心报告中的住宅购买景气触及1981-82年经济衰退以来的最低水平。除了熟练工,建筑商继续面临材料和建筑地块的短缺。\n鲍威尔很可能会等到本月晚些时候杰克逊霍尔会议上谈论政策问题,但7月27-28日FOMC会议的纪要可能提供线索,预示在8月26日至28日的杰克逊霍尔会议上是否有更多QE减码的细节。一连串的美联储鹰派表态为及早而非推迟QE减码打下基础;最近的数据(包括7月CPI)和Covid-19变种带来的风险,倾向于支持将更明确的信号推迟到9月会议。\n财报方面,港股腾讯控股、吉利汽车、中国飞鹤将发布财报;美股英伟达、思科将于盘后发布财报,微博、亚德诺将于盘前发布财报。\n周四(8月19日)关键词:美国每周初请失业金人数变动、思摩尔国际/哔哩哔哩/名创优品。周四投资者重点留意美国每周公布一次的初请失业金人数变动。\n目前为止,德尔塔毒株引发裁员的迹象非常有限。一些人不去餐馆,但总体而言餐馆预订保持稳定。加州目前的病例增长最快,前一周的首次申领失业救济人数大幅增加。不过,分析师仍然预计近期对全国数据的影响有限,风险倾向于局部爆发。\n周四凌晨的FOMC会议纪要料将成为整周市场的谈论焦点。\n任何有关缩减1200亿美元债券购买计划的讨论都将拨动科技成长股和「再通胀」概念股的跷跷板。CFRA首席投资策略分析师Sam Stovall解读称,美联储近期的动作更大的意义在于提前与市场沟通,通过给出不同Taper的方式,使得缩减的情形始终是投资者首要考虑的因素。等到这一天最终来临时,市场不会感到任何恐慌。\n财报方面,港股思摩尔国际、中通快递-SW将发布财报;美股盘前,哔哩哔哩、名创优品、雅诗兰黛、梅西百货将发布财报。\n周五(8月20日)关键词:中国8月LPR、心玮医疗-B港股上市、雾芯科技财报。周五亚洲时段,投资者可以留意一下中国8月份的LPR(贷款市场报价利率)\n分析师预计8月份中国贷款市场报价利率将持稳,尽管在上月央行全面降准后,市场对贷款市场报价利率走低的预期上升。1年期LPR(银行向企业贷款的参考利率)可能会维稳于3.85%。5年期LPR(抵押贷款参考利率)可能会持稳于4.65%。\n新股方面,创新型神经介入医疗器械公司心玮医疗-B将于周五正式登陆港交所,每股发行价160-171港元,每手50股。心玮医疗是一家创新型神经介入医疗器械公司,凭借商业化产品及在研产品的广泛产品组合在中国神经介入市场占据领导地位,公司产品组合包括神经介入及心脏医疗器械。目前心玮医疗在中国拥有四款商业化产品和19款获批产品及在研产品。\n财报方面,美股雾芯科技、富乐客、迪尔股份有限公司将于盘前发布财报。","news_type":1,"symbols_score_info":{"159891":0.9,"00700":0.9,"TCEHY":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830646899,"gmtCreate":1629072596111,"gmtModify":1676529919744,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"GS 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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>台积电6月销售额1484.7亿新台币,同比增长22.8%</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电6月销售额1484.7亿新台币,同比增长22.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-09 13:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月9日,<a href=\"https://laohu8.com/S/TSM\">台积电</a>今天公布了2021年6月的收入报告:综合来看,2021年6月的收入为新台币1484.7亿元,同比增长22.8%;2021年1-6月的营业收入总额为新台币7345.6亿元,同比增长18.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/be3c0a3f53de98e1862d8d53d56338e9\" tg-width=\"1043\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p>\n<p>花旗分析师Roland Shu和Grant Chi在最近的一篇报告中写道,“在产能紧张的背景下,台积电更好的定价能力应该会在很大程度上抵消巨额资本支出造成的利润率压力。同时,台积电在EUV方面的技术/生产力突破应该会扩大与同行的技术差距,并确保更好的前沿技术节点成本结构。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107863492","content_text":"7月9日,台积电今天公布了2021年6月的收入报告:综合来看,2021年6月的收入为新台币1484.7亿元,同比增长22.8%;2021年1-6月的营业收入总额为新台币7345.6亿元,同比增长18.2%。\n\n花旗分析师Roland Shu和Grant Chi在最近的一篇报告中写道,“在产能紧张的背景下,台积电更好的定价能力应该会在很大程度上抵消巨额资本支出造成的利润率压力。同时,台积电在EUV方面的技术/生产力突破应该会扩大与同行的技术差距,并确保更好的前沿技术节点成本结构。”","news_type":1,"symbols_score_info":{"TWmain":0.9,"TSM":0.9,"03145":0.9,"EWT":0.9}},"isVote":1,"tweetType":1,"viewCount":1955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149065458,"gmtCreate":1625695841874,"gmtModify":1703746425280,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Think I wld better hold well on my wallet","listText":"Think I wld better hold well on my wallet","text":"Think I wld better hold well on my wallet","images":[{"img":"https://static.tigerbbs.com/c5730b6ac87d5dd963b608032abd1f75","width":"1080","height":"2802"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149065458","isVote":1,"tweetType":1,"viewCount":2455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}