适时做T personal page - To The Moon

适时做T

适时做T

No personal profile

675Follow

11Followers

0Topic

0Badge

2021-07-18

…

Sorry, the original content has been removed

2021-07-01

…

Catching up to the top, plummeting, confused... Stock Market Inventory in the First Half of 2021

2021-06-15

…

@小虎活动:【老虎7週年】集卡瓜分百萬獎金

2021-06-14

…

Preview: Angel of the Times goes public Wednesday; Super central bank week debuts

2021-06-04

ddffffftygh

2021-02-26

tmdcnm

2021-02-11

qq

Sorry, the original content has been removed

2021-01-12

00

Sorry, the original content has been removed

2020-12-31

：！！

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3548268462187923","uuid":"3548268462187923","gmtCreate":1585174439431,"gmtModify":1585185983151,"name":"适时做T","pinyin":"ssztshishizuot","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":11,"headSize":675,"tweetSize":218,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.24","exceedPercentage":"93.22%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.12","exceedPercentage":"60.73%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":179590910,"gmtCreate":1626556613430,"gmtModify":1703761617458,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179590910","repostId":"1191979693","repostType":2,"isVote":1,"tweetType":1,"viewCount":4423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151229443,"gmtCreate":1625095515782,"gmtModify":1703735889976,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151229443","repostId":"2147275816","repostType":4,"repost":{"id":"2147275816","kind":"news","pubTimestamp":1625057765,"share":"https://ttm.financial/m/news/2147275816?lang=en_US&edition=fundamental","pubTime":"2021-06-30 20:56","market":"us","language":"zh","title":"Catching up to the top, plummeting, confused... Stock Market Inventory in the First Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2147275816","media":"格隆汇","summary":"时间如梭，不知不觉，再过几个小时，今年上半年的时光就这么交待了。\n虽说金钱永不眠，资本多无情，但回顾上半年全球资本市场的疯狂与荒诞，还是不免让人心生感慨。\n辛辛苦苦大半年，你赚到了吗？\n本文和你一起总","content":"<p>Time flew like a shuttle. Unconsciously, in a few hours, the time of the first half of this year would be explained.</p><p>Although money never sleeps and capital is ruthless, looking back at the madness and absurdity of the global capital market in the first half of the year, people can't help but feel emotional.</p><p><b>Have you earned more than half a year of hard work?</b></p><p>This article will summarize with you, take a look at the rise and fall of global assets in the first half of the year, look for the context of market capital development, and see if we can spy on the investment direction in the second half of the year.</p><p><h3><b>1</b></h3><h3><b>Review of the First Half of the Year: Feast and Hidden Worries of Global Assets</b></h3>Although the United States still has the last battle in the first half of the year tonight, the battle of asset price volatility ranking has basically settled.</p><p><b>In fact, in the first half of the year, commodities such as crude oil and nonferrous metals were the strongest, followed by stock markets of various countries, but this is also the second best record of the overall performance of global stock markets since 1998.</b></p><p>Crude oil can be regarded as a surge in the afterlife caused by the repair dividend of the epidemic. If the current oil price is compared with that of previous years, in fact, the price has not risen, but the stock market has indeed reached a record high in many countries, especially Vietnam, South Korea, India and other markets, which have been deeply affected by the epidemic this year, have even risen the most.</p><p><b>Behind this, the global crazy water release is indispensable.</b></p><p><img src=\"https://static.tigerbbs.com/f7bd29c65f0d6ab28954e4a08d07bfb7\" tg-width=\"731\" tg-height=\"1898\" referrerpolicy=\"no-referrer\"><b>In terms of U.S. stocks,</b>The three major indexes rose around 13%. Several of these trends are worth noting:</p><p><b>First, the economic revitalization plan of the United States has indeed achieved some results under the influence of massive water release,</b>The unilateral trend of S&P 500 Index and Dow Jones Index is obviously stable and stronger than that of Nasdaq;</p><p><b>Second, under the asset bubble, in fact, many central market capitalization stocks in several major markets have performed very well.</b>According to wind, monthly turnover in the three major U.S. markets has doubled from below $5 trillion in 2019 to exceeding $10 trillion at the beginning of this year. That doesn't mean a bubble, but it does<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>The phenomenon of stock trading is very hot, and investors are highly motivated to participate.</p><p><img src=\"https://static.tigerbbs.com/7e19bef62656c02b503a729b98984078\" tg-width=\"987\" tg-height=\"665\" referrerpolicy=\"no-referrer\"></p><p><b>Third, the valuation of the head technology leader has been fired to a historically high position, and many of them have increased by more than 30% year-on-year, which means the taste of bubble to some extent.</b></p><p><img src=\"https://static.tigerbbs.com/52876d447552d21c688014f3ba93405a\" tg-width=\"975\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p><p><b>with<a href=\"https://laohu8.com/S/AAPL\">Apple</a>For example,</b>In the past 10 years, Apple's valuation has fluctuated around 20 times on average, but it has broken through its own ceiling since last year, forcibly raising a whole level. If it is a new incremental business with higher growth since then, it can enjoy a higher valuation treatment than before, which is not a bad idea. However, judging from its business performance in the past two years and various anti-monopoly sanctions encountered one after another, this assumption does not.</p><p><img src=\"https://static.tigerbbs.com/d0e6ec77088c81a003104228c03f3193\" tg-width=\"980\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p>This can be seen from the financial report data in recent years, and Apple's performance growth even has a downward trend. The main reason for its soaring valuation in the past two years may depend more on the continuous massive release of water in the United States and its own continuous large-scale repurchase, which has maintained the stock price.</p><p><img src=\"https://static.tigerbbs.com/338e62968a9609dad3c2742847ee9007\" tg-width=\"984\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p><p>In fact, other FAAMG and other large companies have been repurchasing shares in large amounts in the past two years, which has become an important force in maintaining the stock price to a large extent.</p><p>However, in the first half of the year, Nasdaq and New York Stock Exchange surpassed Hong Kong Stock Exchange to become the two largest exchanges in IPO financing in the world, with a cumulative listing financing exceeding 575.7 billion USD. US stocks are still the hottest focus in the world.</p><p><img src=\"https://static.tigerbbs.com/6110967c03aec012e0cf27f7c526d1d5\" tg-width=\"1080\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p><p><b>A shares</b>If a few idioms are used to describe the overall performance of the first half of the year, it will be \"ups and downs, chicken feathers all over the place, and demons dancing wildly\". The guidance of the super roller coaster market in the first half of the year is still vivid in my mind. The final performance is that the Shanghai Composite Index and Shenzhen Component Index only rose by 3.45% and 4.8%, far less than the 14% and 17.3% of Science and Technology Innovation Board and GEM.</p><p><img src=\"https://static.tigerbbs.com/a0104188115a595909e090ae9f6802ef\" tg-width=\"979\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p><p><b>On the plate, the weighting is low, the growth is a demon, and the style characteristics of the subject matter are brought into full play</b>Driven by crude oil and nonferrous commodities, the whole traditional construction cycle industry has the strongest rise, followed by the continuous rise of the concept of green new energy, and again, the new three fools of biomedicine, consumption and technology. Others are short-term themes that can't be hot for more than three days, and often result in chicken feathers.</p><p>However, some people laugh, while others cry. Due to the change of macro policies and the superposition of market preferences, non-bank finance and home appliances became the bleakest sectors in the first half of the year, among which the leaders of their respective industries collapsed.</p><p><img src=\"https://static.tigerbbs.com/bc79e7ae4f9f5effaab99e0e7c985164\" tg-width=\"790\" tg-height=\"1772\" referrerpolicy=\"no-referrer\"></p><p>Looking back at the A-shares in the first half of the year, in the chaotic speculation of the theme set-up funds taking turns singing opera, there are actually several unshakable main lines that form a consensus.<b>New energy (automobile, photovoltaic), biomedicine (innovative drugs, medical beauty), new technology (Hongmeng,) high-end consumption (liquor, tax-free)</b>etc., precipitated a large amount of capital, and also put<a href=\"https://laohu8.com/S/300750\">CATL</a>Pushed to a trillion market capitalization,<a href=\"https://laohu8.com/S/002594\">BYD</a>Now it has also exceeded a record high of 700 billion.</p><p>In the first half of the year, A-share listing and financing were accelerating, with 284 listings, doubling simultaneously, raising 212.7 billion yuan, an increase of more than half.</p><p><img src=\"https://static.tigerbbs.com/fdc22644e25b836c2c78844af7aad447\" tg-width=\"711\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p>On the whole, the performance of A shares in the first half of the year is still good. At least the GEM has formed a bull market, and the market confidence has gradually shifted from worry to positive.</p><p><b>In terms of Hong Kong stocks, although in the first half of the year, the Hong Kong stock market continued to have super giant companies listed in Hong Kong, which attracted a large amount of incremental funds, the overall performance was still worse than that of A shares.</b>The Hang Seng Index is only 6%, and the state-owned enterprise index where domestic stocks are located is even negative.</p><p>There are actually several main reasons behind the weak trend of Hong Kong stocks.<b>Including the repeated impact of the epidemic, which led to the coldness of the financial real estate consumption industry, the national anti-monopoly hit the Internet giants with great weight, and the high valuation premium of listed stocks returning to Hong Kong at the beginning.</b></p><p>This can be reflected in the trend of Hang Seng New Economic Index, which is highly hoped by the capital market. After a roller coaster market,<b>The index is still digesting new logical changes, and these giants seem to have seriously abnormally high valuations.</b></p><p><img src=\"https://static.tigerbbs.com/53938955fe681bc0076dc9d5d8e3d702\" tg-width=\"914\" tg-height=\"701\" referrerpolicy=\"no-referrer\"></p><p>Hong Kong stocks as<a href=\"https://laohu8.com/S/00170\">PRC CAPITAL</a>One of the important markets for sea transit, the IPO market has been extremely hot. Although it was stolen by US stocks this year, it actually performed very well. In the first half of the year, 46 new listings were raised, raising HK$213.2 billion, a year-on-year increase of 130%.<b>Including Aauto Quicker, JD.COM,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, Ctrip,<a href=\"https://laohu8.com/S/ATHM\">Autohome</a>Equal Star Company</b>。</p><p><img src=\"https://static.tigerbbs.com/ae59433c0ab8709950d884d18a0f906d\" tg-width=\"946\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p><p>In terms of commodities, the impact of last year's epidemic on the upstream supply side, the strong recovery of the downstream demand side this year, the agricultural output crisis, especially in the context of global water release, crude oil energy chemical, copper, aluminum, iron,<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>The combined resonance makes global commodities soar like wild horses.</p><p><b>Up to now, all the major factors affecting commodities have not seen obvious changes. Under the current serious imbalance between supply and demand, it is easy to rise but difficult to fall.</b></p><p>In addition, I have to talk about cryptocurrency. In this round of super roller coaster, before it fell, under the back and forth churning of Musk, the godfather of coin speculation, Bitcoin once doubled, and the altcoin speculation was even more crazy in an all-round way, with dozens of times or even hundreds of times of increase, 400 times of dogecoin and 20,000 times of shit coin, which constantly aroused the national attention and anxiety of the currency, and finally ushered in the strict ban of various countries. Overnight, the wealth of countless leveraged coin speculation accounts was wiped out.</p><p><img src=\"https://static.tigerbbs.com/b1d822121fdb50a88085adeae51e7a15\" tg-width=\"898\" tg-height=\"568\" referrerpolicy=\"no-referrer\"></p><p>Cryptocurrency can be said to be an abnormal market overflowing by the global liquidity flood. In just a few months, it has been hailed as the core asset of the future to the hype logic now, which is embarrassing!</p><p>Summarizing the global asset performance in the first half of the year, it can be seen that the global continuous water release is a common factor. Even under the background that the epidemic has impacted the economic operation and most enterprises are facing the downward pressure of operating performance, the asset price side can still be boosted by massive water release to strengthen future expectations. This is also the reason why global assets have risen all the way out of the economy from last year to now.</p><p><h3><b>2</b></h3><h3><b>Second Half Outlook: Where Are Investment Opportunities?</b></h3>The underlying factors affecting the volatility of asset prices are nothing more than<b>Liquidity, supply and demand, economy, policy</b>Aspects.</p><p>In the first half of the year, except for a few countries in the world, the overall economy took the route of repair, which laid the foundation for the strengthening of the capital market.</p><p>However, there are also many problems caused by water release, including<b>Persistently high inflation, structural overheating of the economy, increasing imbalances between supply and demand, soaring asset price bubbles, etc.</b></p><p>The aforementioned problems currently facing the United States are particularly prominent. No matter the price increase of industrial supplies, real estate, consumer goods, etc., it is constantly creating new heights. The CPI of the United States soared to 5% in May, which was the level before the financial crisis broke out that year.</p><p>The government debt ratio of the United States has reached a 150-year high, and Biden is still increasing the amount by trillions, constantly testing the bottom line of the market.</p><p>Up to now, tightening liquidity to prevent overheating of the economic structure and stabilize inflation expectations has become a consideration that the United States has to face, and it has gradually become the consensus expectation of the global market.</p><p><b>However, once it is really tightened, the logic of the global capital market will undergo a fundamental shift, especially at the moment when the asset bubble is obvious, and the risk impact is no less than that of \"king bombing\".</b></p><p>For China, there are still significant economic and market worries in the second half of the year.</p><p>In the past year, China's economy has performed well in the epidemic, mainly due to the growth of exports. In most countries in the world, especially the major consumer markets-Europe and the United States, when production and life were deeply plagued by the epidemic, China resumed work and production as quickly as possible because of its strong control of the epidemic, and with its existing manufacturing capacity, it exported products for the world, and received this wave of global epidemic dividends.</p><p><b>But now, the vaccination rate in Europe and the United States is getting higher and higher. Many countries and regions have resumed normal production and life, and the demand for Chinese export products will gradually weaken. There is little chance that we want to continue to eat foreign trade dividends.</b></p><p>However, the other two growth drivers-investment and consumption-can't give much hope. In the three major blocks of investment, it is difficult for the manufacturing industry to expand, and the infrastructure has been done well. In recent months, the operating rate of some major industrial sectors has shown signs of decline.</p><p><img src=\"https://static.tigerbbs.com/ee8a0552d2f6969db76cedffbe1e0fc3\" tg-width=\"905\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p><p>The trend of China's PMI data and social finance data in recent months also clearly shows the downward trend.</p><p><img src=\"https://static.tigerbbs.com/00d3462d319f9ea67b7652a6679c678d\" tg-width=\"915\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p><p>Although real estate can be used as a short-term stimulus, it will go back to the old road of water stimulation. Moreover, there is actually not much room for domestic housing prices to operate. In addition, the central government keeps reiterating that \"housing is not for speculation\", and the road of real estate is basically blocked.</p><p>Can you hope for consumption? That depends<a href=\"https://laohu8.com/S/603883\">Ordinary people</a>How much money is still in his pocket? Looking at the current residents' willingness to spend, it seems not very optimistic. Even though the country has done a lot of things, controlling housing prices, killing off-campus education, and releasing three children, from the perspective of consumption growth, it shows a downward trend.</p><p><b>Therefore, the economic fundamentals in the second half of the year are still under pressure, and the stock market, as a barometer of the economy, will naturally be under pressure.</b>Although theoretically, if the state adjusts liquidity, the pressure on the stock market can be alleviated. The problem is that this is unknown, not to mention the possible water collection behavior of the Federal Reserve.</p><p><b>Therefore, don't expect too much for the market in the second half of the year, especially for US stocks. No one can tell when rate hike, a gray rhino, will come. The same goes for other commodity assets, and cryptocurrencies are even less important.</b></p><p><b>But for A shares, it is not without opportunities.</b></p><p>Funds always need to find a way out, and they tend to look for structural opportunities when macro fundamentals are under pressure.</p><p>Since the beginning of this year, although the popular main lines such as photovoltaics, carbon neutrality, new energy vehicles (smart vehicles), semiconductors, biomedicine, big data, 5G communication applications and new consumption have been generally speculated high,<b>However, in the long run, these are still sectors with certainty of growth, and they are also the places where funds have always loved to go. Their future trend will still be a spiral upward trend. If you can survive it, every callback may be an opportunity to get on the bus.</b></p><p>Another trend is that the current fund scale has exceeded 22 trillion yuan, and it has increasingly become an important influencing force of A shares.<b>According to statistics, up to June, the scale of funds available to buy A shares is still about 832.1 billion yuan, which is enough to set off a huge wave for A shares.</b></p><p><img src=\"https://static.tigerbbs.com/8e50a0054df2fa81074420fc304a4a7a\" tg-width=\"950\" tg-height=\"581\" referrerpolicy=\"no-referrer\"></p><p>In view of the fact that the past performance of funds in the past two years is generally obviously stronger than that of the market, it is also a trick to make money by simply handing over the money to excellent fund managers and letting professionals do professional things, and it can also help us save the anxiety of not knowing what to invest to a large extent.</p><p><h3><b>3</b></h3><h3><b>epilogue</b></h3>Recently, many institutions have also released strategy reports for the second half of the year, which are generally similar to the ideas of this article, so the market consensus is still very strong.</p><p>Investment often tests people's vision and determination only when the direction is unclear. The ups and downs of the market in the second half of the year will still appear. Many people may float and disappear in this fluctuation again and again, but some people will seize the opportunity to get on the right car in every callback.</p><p>In the first half of the year, US stocks continued to hit a new high, and A-share Hong Kong stocks were still stumbling, and even the direction did not come out completely, which really made everyone feel uncomfortable.</p><p>I hope that what I didn't earn in the first half of the year can be earned back in the second half of the year.</p>","source":"stock_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Catching up to the top, plummeting, confused... Stock Market Inventory in the First Half of 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCatching up to the top, plummeting, confused... Stock Market Inventory in the First Half of 2021\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-06-30 20:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Time flew like a shuttle. Unconsciously, in a few hours, the time of the first half of this year would be explained.</p><p>Although money never sleeps and capital is ruthless, looking back at the madness and absurdity of the global capital market in the first half of the year, people can't help but feel emotional.</p><p><b>Have you earned more than half a year of hard work?</b></p><p>This article will summarize with you, take a look at the rise and fall of global assets in the first half of the year, look for the context of market capital development, and see if we can spy on the investment direction in the second half of the year.</p><p><h3><b>1</b></h3><h3><b>Review of the First Half of the Year: Feast and Hidden Worries of Global Assets</b></h3>Although the United States still has the last battle in the first half of the year tonight, the battle of asset price volatility ranking has basically settled.</p><p><b>In fact, in the first half of the year, commodities such as crude oil and nonferrous metals were the strongest, followed by stock markets of various countries, but this is also the second best record of the overall performance of global stock markets since 1998.</b></p><p>Crude oil can be regarded as a surge in the afterlife caused by the repair dividend of the epidemic. If the current oil price is compared with that of previous years, in fact, the price has not risen, but the stock market has indeed reached a record high in many countries, especially Vietnam, South Korea, India and other markets, which have been deeply affected by the epidemic this year, have even risen the most.</p><p><b>Behind this, the global crazy water release is indispensable.</b></p><p><img src=\"https://static.tigerbbs.com/f7bd29c65f0d6ab28954e4a08d07bfb7\" tg-width=\"731\" tg-height=\"1898\" referrerpolicy=\"no-referrer\"><b>In terms of U.S. stocks,</b>The three major indexes rose around 13%. Several of these trends are worth noting:</p><p><b>First, the economic revitalization plan of the United States has indeed achieved some results under the influence of massive water release,</b>The unilateral trend of S&P 500 Index and Dow Jones Index is obviously stable and stronger than that of Nasdaq;</p><p><b>Second, under the asset bubble, in fact, many central market capitalization stocks in several major markets have performed very well.</b>According to wind, monthly turnover in the three major U.S. markets has doubled from below $5 trillion in 2019 to exceeding $10 trillion at the beginning of this year. That doesn't mean a bubble, but it does<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>The phenomenon of stock trading is very hot, and investors are highly motivated to participate.</p><p><img src=\"https://static.tigerbbs.com/7e19bef62656c02b503a729b98984078\" tg-width=\"987\" tg-height=\"665\" referrerpolicy=\"no-referrer\"></p><p><b>Third, the valuation of the head technology leader has been fired to a historically high position, and many of them have increased by more than 30% year-on-year, which means the taste of bubble to some extent.</b></p><p><img src=\"https://static.tigerbbs.com/52876d447552d21c688014f3ba93405a\" tg-width=\"975\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p><p><b>with<a href=\"https://laohu8.com/S/AAPL\">Apple</a>For example,</b>In the past 10 years, Apple's valuation has fluctuated around 20 times on average, but it has broken through its own ceiling since last year, forcibly raising a whole level. If it is a new incremental business with higher growth since then, it can enjoy a higher valuation treatment than before, which is not a bad idea. However, judging from its business performance in the past two years and various anti-monopoly sanctions encountered one after another, this assumption does not.</p><p><img src=\"https://static.tigerbbs.com/d0e6ec77088c81a003104228c03f3193\" tg-width=\"980\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p>This can be seen from the financial report data in recent years, and Apple's performance growth even has a downward trend. The main reason for its soaring valuation in the past two years may depend more on the continuous massive release of water in the United States and its own continuous large-scale repurchase, which has maintained the stock price.</p><p><img src=\"https://static.tigerbbs.com/338e62968a9609dad3c2742847ee9007\" tg-width=\"984\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p><p>In fact, other FAAMG and other large companies have been repurchasing shares in large amounts in the past two years, which has become an important force in maintaining the stock price to a large extent.</p><p>However, in the first half of the year, Nasdaq and New York Stock Exchange surpassed Hong Kong Stock Exchange to become the two largest exchanges in IPO financing in the world, with a cumulative listing financing exceeding 575.7 billion USD. US stocks are still the hottest focus in the world.</p><p><img src=\"https://static.tigerbbs.com/6110967c03aec012e0cf27f7c526d1d5\" tg-width=\"1080\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p><p><b>A shares</b>If a few idioms are used to describe the overall performance of the first half of the year, it will be \"ups and downs, chicken feathers all over the place, and demons dancing wildly\". The guidance of the super roller coaster market in the first half of the year is still vivid in my mind. The final performance is that the Shanghai Composite Index and Shenzhen Component Index only rose by 3.45% and 4.8%, far less than the 14% and 17.3% of Science and Technology Innovation Board and GEM.</p><p><img src=\"https://static.tigerbbs.com/a0104188115a595909e090ae9f6802ef\" tg-width=\"979\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p><p><b>On the plate, the weighting is low, the growth is a demon, and the style characteristics of the subject matter are brought into full play</b>Driven by crude oil and nonferrous commodities, the whole traditional construction cycle industry has the strongest rise, followed by the continuous rise of the concept of green new energy, and again, the new three fools of biomedicine, consumption and technology. Others are short-term themes that can't be hot for more than three days, and often result in chicken feathers.</p><p>However, some people laugh, while others cry. Due to the change of macro policies and the superposition of market preferences, non-bank finance and home appliances became the bleakest sectors in the first half of the year, among which the leaders of their respective industries collapsed.</p><p><img src=\"https://static.tigerbbs.com/bc79e7ae4f9f5effaab99e0e7c985164\" tg-width=\"790\" tg-height=\"1772\" referrerpolicy=\"no-referrer\"></p><p>Looking back at the A-shares in the first half of the year, in the chaotic speculation of the theme set-up funds taking turns singing opera, there are actually several unshakable main lines that form a consensus.<b>New energy (automobile, photovoltaic), biomedicine (innovative drugs, medical beauty), new technology (Hongmeng,) high-end consumption (liquor, tax-free)</b>etc., precipitated a large amount of capital, and also put<a href=\"https://laohu8.com/S/300750\">CATL</a>Pushed to a trillion market capitalization,<a href=\"https://laohu8.com/S/002594\">BYD</a>Now it has also exceeded a record high of 700 billion.</p><p>In the first half of the year, A-share listing and financing were accelerating, with 284 listings, doubling simultaneously, raising 212.7 billion yuan, an increase of more than half.</p><p><img src=\"https://static.tigerbbs.com/fdc22644e25b836c2c78844af7aad447\" tg-width=\"711\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p>On the whole, the performance of A shares in the first half of the year is still good. At least the GEM has formed a bull market, and the market confidence has gradually shifted from worry to positive.</p><p><b>In terms of Hong Kong stocks, although in the first half of the year, the Hong Kong stock market continued to have super giant companies listed in Hong Kong, which attracted a large amount of incremental funds, the overall performance was still worse than that of A shares.</b>The Hang Seng Index is only 6%, and the state-owned enterprise index where domestic stocks are located is even negative.</p><p>There are actually several main reasons behind the weak trend of Hong Kong stocks.<b>Including the repeated impact of the epidemic, which led to the coldness of the financial real estate consumption industry, the national anti-monopoly hit the Internet giants with great weight, and the high valuation premium of listed stocks returning to Hong Kong at the beginning.</b></p><p>This can be reflected in the trend of Hang Seng New Economic Index, which is highly hoped by the capital market. After a roller coaster market,<b>The index is still digesting new logical changes, and these giants seem to have seriously abnormally high valuations.</b></p><p><img src=\"https://static.tigerbbs.com/53938955fe681bc0076dc9d5d8e3d702\" tg-width=\"914\" tg-height=\"701\" referrerpolicy=\"no-referrer\"></p><p>Hong Kong stocks as<a href=\"https://laohu8.com/S/00170\">PRC CAPITAL</a>One of the important markets for sea transit, the IPO market has been extremely hot. Although it was stolen by US stocks this year, it actually performed very well. In the first half of the year, 46 new listings were raised, raising HK$213.2 billion, a year-on-year increase of 130%.<b>Including Aauto Quicker, JD.COM,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, Ctrip,<a href=\"https://laohu8.com/S/ATHM\">Autohome</a>Equal Star Company</b>。</p><p><img src=\"https://static.tigerbbs.com/ae59433c0ab8709950d884d18a0f906d\" tg-width=\"946\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p><p>In terms of commodities, the impact of last year's epidemic on the upstream supply side, the strong recovery of the downstream demand side this year, the agricultural output crisis, especially in the context of global water release, crude oil energy chemical, copper, aluminum, iron,<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>The combined resonance makes global commodities soar like wild horses.</p><p><b>Up to now, all the major factors affecting commodities have not seen obvious changes. Under the current serious imbalance between supply and demand, it is easy to rise but difficult to fall.</b></p><p>In addition, I have to talk about cryptocurrency. In this round of super roller coaster, before it fell, under the back and forth churning of Musk, the godfather of coin speculation, Bitcoin once doubled, and the altcoin speculation was even more crazy in an all-round way, with dozens of times or even hundreds of times of increase, 400 times of dogecoin and 20,000 times of shit coin, which constantly aroused the national attention and anxiety of the currency, and finally ushered in the strict ban of various countries. Overnight, the wealth of countless leveraged coin speculation accounts was wiped out.</p><p><img src=\"https://static.tigerbbs.com/b1d822121fdb50a88085adeae51e7a15\" tg-width=\"898\" tg-height=\"568\" referrerpolicy=\"no-referrer\"></p><p>Cryptocurrency can be said to be an abnormal market overflowing by the global liquidity flood. In just a few months, it has been hailed as the core asset of the future to the hype logic now, which is embarrassing!</p><p>Summarizing the global asset performance in the first half of the year, it can be seen that the global continuous water release is a common factor. Even under the background that the epidemic has impacted the economic operation and most enterprises are facing the downward pressure of operating performance, the asset price side can still be boosted by massive water release to strengthen future expectations. This is also the reason why global assets have risen all the way out of the economy from last year to now.</p><p><h3><b>2</b></h3><h3><b>Second Half Outlook: Where Are Investment Opportunities?</b></h3>The underlying factors affecting the volatility of asset prices are nothing more than<b>Liquidity, supply and demand, economy, policy</b>Aspects.</p><p>In the first half of the year, except for a few countries in the world, the overall economy took the route of repair, which laid the foundation for the strengthening of the capital market.</p><p>However, there are also many problems caused by water release, including<b>Persistently high inflation, structural overheating of the economy, increasing imbalances between supply and demand, soaring asset price bubbles, etc.</b></p><p>The aforementioned problems currently facing the United States are particularly prominent. No matter the price increase of industrial supplies, real estate, consumer goods, etc., it is constantly creating new heights. The CPI of the United States soared to 5% in May, which was the level before the financial crisis broke out that year.</p><p>The government debt ratio of the United States has reached a 150-year high, and Biden is still increasing the amount by trillions, constantly testing the bottom line of the market.</p><p>Up to now, tightening liquidity to prevent overheating of the economic structure and stabilize inflation expectations has become a consideration that the United States has to face, and it has gradually become the consensus expectation of the global market.</p><p><b>However, once it is really tightened, the logic of the global capital market will undergo a fundamental shift, especially at the moment when the asset bubble is obvious, and the risk impact is no less than that of \"king bombing\".</b></p><p>For China, there are still significant economic and market worries in the second half of the year.</p><p>In the past year, China's economy has performed well in the epidemic, mainly due to the growth of exports. In most countries in the world, especially the major consumer markets-Europe and the United States, when production and life were deeply plagued by the epidemic, China resumed work and production as quickly as possible because of its strong control of the epidemic, and with its existing manufacturing capacity, it exported products for the world, and received this wave of global epidemic dividends.</p><p><b>But now, the vaccination rate in Europe and the United States is getting higher and higher. Many countries and regions have resumed normal production and life, and the demand for Chinese export products will gradually weaken. There is little chance that we want to continue to eat foreign trade dividends.</b></p><p>However, the other two growth drivers-investment and consumption-can't give much hope. In the three major blocks of investment, it is difficult for the manufacturing industry to expand, and the infrastructure has been done well. In recent months, the operating rate of some major industrial sectors has shown signs of decline.</p><p><img src=\"https://static.tigerbbs.com/ee8a0552d2f6969db76cedffbe1e0fc3\" tg-width=\"905\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p><p>The trend of China's PMI data and social finance data in recent months also clearly shows the downward trend.</p><p><img src=\"https://static.tigerbbs.com/00d3462d319f9ea67b7652a6679c678d\" tg-width=\"915\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p><p>Although real estate can be used as a short-term stimulus, it will go back to the old road of water stimulation. Moreover, there is actually not much room for domestic housing prices to operate. In addition, the central government keeps reiterating that \"housing is not for speculation\", and the road of real estate is basically blocked.</p><p>Can you hope for consumption? That depends<a href=\"https://laohu8.com/S/603883\">Ordinary people</a>How much money is still in his pocket? Looking at the current residents' willingness to spend, it seems not very optimistic. Even though the country has done a lot of things, controlling housing prices, killing off-campus education, and releasing three children, from the perspective of consumption growth, it shows a downward trend.</p><p><b>Therefore, the economic fundamentals in the second half of the year are still under pressure, and the stock market, as a barometer of the economy, will naturally be under pressure.</b>Although theoretically, if the state adjusts liquidity, the pressure on the stock market can be alleviated. The problem is that this is unknown, not to mention the possible water collection behavior of the Federal Reserve.</p><p><b>Therefore, don't expect too much for the market in the second half of the year, especially for US stocks. No one can tell when rate hike, a gray rhino, will come. The same goes for other commodity assets, and cryptocurrencies are even less important.</b></p><p><b>But for A shares, it is not without opportunities.</b></p><p>Funds always need to find a way out, and they tend to look for structural opportunities when macro fundamentals are under pressure.</p><p>Since the beginning of this year, although the popular main lines such as photovoltaics, carbon neutrality, new energy vehicles (smart vehicles), semiconductors, biomedicine, big data, 5G communication applications and new consumption have been generally speculated high,<b>However, in the long run, these are still sectors with certainty of growth, and they are also the places where funds have always loved to go. Their future trend will still be a spiral upward trend. If you can survive it, every callback may be an opportunity to get on the bus.</b></p><p>Another trend is that the current fund scale has exceeded 22 trillion yuan, and it has increasingly become an important influencing force of A shares.<b>According to statistics, up to June, the scale of funds available to buy A shares is still about 832.1 billion yuan, which is enough to set off a huge wave for A shares.</b></p><p><img src=\"https://static.tigerbbs.com/8e50a0054df2fa81074420fc304a4a7a\" tg-width=\"950\" tg-height=\"581\" referrerpolicy=\"no-referrer\"></p><p>In view of the fact that the past performance of funds in the past two years is generally obviously stronger than that of the market, it is also a trick to make money by simply handing over the money to excellent fund managers and letting professionals do professional things, and it can also help us save the anxiety of not knowing what to invest to a large extent.</p><p><h3><b>3</b></h3><h3><b>epilogue</b></h3>Recently, many institutions have also released strategy reports for the second half of the year, which are generally similar to the ideas of this article, so the market consensus is still very strong.</p><p>Investment often tests people's vision and determination only when the direction is unclear. The ups and downs of the market in the second half of the year will still appear. Many people may float and disappear in this fluctuation again and again, but some people will seize the opportunity to get on the right car in every callback.</p><p>In the first half of the year, US stocks continued to hit a new high, and A-share Hong Kong stocks were still stumbling, and even the direction did not come out completely, which really made everyone feel uncomfortable.</p><p>I hope that what I didn't earn in the first half of the year can be earned back in the second half of the year.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/472711\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad2dd670f9557c66480c84fc5e4bd415","relate_stocks":{".DJI":"道琼斯","HSI":"恒生指数"},"source_url":"https://www.gelonghui.com/p/472711","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147275816","content_text":"时间如梭，不知不觉，再过几个小时，今年上半年的时光就这么交待了。\n虽说金钱永不眠，资本多无情，但回顾上半年全球资本市场的疯狂与荒诞，还是不免让人心生感慨。\n辛辛苦苦大半年，你赚到了吗？\n本文和你一起总结一下，看看上半年全球的资产的兴兴落落，寻找市场资本发展的脉络，看能否窥探下半年的投资方向又在哪里。\n1\n上半年回顾：全球资产的盛宴与隐忧\n虽然今晚美国还有上半年的最后一战，但资产价格波动排位大战已基本尘埃落定。\n实际上，在上半年全球大类资产表现中，原油及有色等大宗商品是最强的，其次才是各国股市，但这也已是全球股市整体表现自从1998年以来第二好的记录了。\n原油算是享受疫情修复红利带来的死而后生式暴涨，如果拿当下的油价与前几年的相比，其实价格并没有涨上去，但股市确实是在很多国家都创出了历史新高，尤其今年还深受疫情冲击的越南、韩国、印度等市场甚至涨势最凶。\n这背后，全球性的疯狂放水功不可没。\n美股方面，三大指数涨幅约在13%附近。其中有几个趋势值得注意：\n一是美国的经济重振计划在海量放水影响下确实有所成效，标普500指数及道琼斯指数的单边趋势明显稳健强势于纳指；\n二是资产泡沫下，实际上几大市场很多中部市值股的表现都很强。据wind，美国三大市场的月成交从2019年的5万亿美元以下持续飙升至今年初破十万亿美元，翻了一番。虽然这并不能说明有泡沫，但能意味全民炒股现象很热，股民参与积极性很高。\n\n三是头部的科技龙头估值被炒到了历史偏高位置，很多同比上升有超30%，这一定程度上意味着泡沫的味道。\n\n以苹果为例，近10年以来苹果的估值平均在大概20倍附近波动，但去年开始就突破自身天花板，硬生生提升了一整个大level。如果它是从此有了更高成长性的新增量业务能让它享受比以往更高的估值待遇，未尝不可。但从近两年其业务表现，以及相继遇到的各种反垄断制裁看，这个假设并没有。\n\n这可以从近几年的财报数据看，苹果业绩增长甚至有下降趋势。而其近两年估值飙涨的主要原因，可能更多依赖于美国的持续海量放水以及自身通过不断大手笔回购，维护了股价。\n\n其实，其他FAAMG以及其他更多的大公司，都在这两年不断进行大额回购股票，很大程度上成为维护股价的重要力量。\n不过，上半年纳斯达克、纽交所超越港交所重新成为在全球IPO融资最大的两大交易所，累计上市融资超5757亿美元，美股依然是全球最热的重心。\n\nA股方面，如果是用几个成语来形容上半年的整体表现，那会是“大起大落、一地鸡毛、群魔乱舞”。上半年的超级过山车行情指导现在还历历在目，最终的表现是：沪指、深成指仅涨了3.45%、4.8%，远不及科创板和创业板的14%、17.3%。\n\n在板块上，权重低迷，成长作妖，题材乱炒的风格特征发挥的淋漓尽致，在原油、有色大宗商品带动下，整个传统建筑周期行业涨势最强，其次是绿色新能源概念的持续大涨，再次是生物医药、消费、科技这新三傻。其他的都是热不过三天的短线题材，往往结果一地鸡毛。\n但有人笑，也有人哭，由于宏观政策转变叠加市场偏好，导致非银金融及家电成为上半年最惨淡板块，其中又是各自行业龙头带崩。\n\n回顾上半年的A股，在题材搭台资金轮流唱戏的乱炒中，实际也有几个雷打不动的主线形成共识，新能源（汽车、光伏）、生物医药（创新药、医美）、新科技（鸿蒙、）高端消费（白酒，免税）等，沉淀了海量的资本，也把宁德时代推向了万亿市值，比亚迪现在也超过7千亿的历史新高。\n上半年的A股上市融资在加快，共有284家上市，同步翻倍，募集资金2127亿元，增长过半。\n\n整体看，上半年的A股还是表现算可以了，起码创业板形成了牛市的态势，市场信心也逐渐由担忧转向偏积极。\n港股方面，虽然上半年的港股市场不断有超级巨头公司赴港上市，为之引来了海量的增量资金，但整体表现依然更差于A股，恒指只有6%，内资股所在的国企指数甚至是负数。\n港股的弱势走势，背后其实有几个主要原因，包括疫情反复冲击，导致金融地产消费行业走冷、国家反垄断对作为大权重的互联网巨头打击、回港上市股开局估值溢价过高等。\n这可以从被资本市场给予厚望的恒生新经济指数走势中体现，走了一波过山车行情之后，指数仍在消化新逻辑变化之下，这些巨头们显得严重畸高的估值。\n\n港股作为中国资本出海中转的重要市场之一，IPO市场一直火热无比，今年虽然被美股抢了风头，其实也表现还很好。上半年累计新上市46家，募资2132亿港元，同比增了130%，其中包括快手，京东、百度、B站、携程、汽车之家等明星公司。\n\n大宗商品方面，去年的疫情对上游供应端冲击、叠加今年下游需求端的强势修复，农业产量危机、尤其在全球大放水背景下，原油能化、铜铝铁、农产品等联合共振，让全球大宗商品如同放缰野马，狂涨不止。\n截止目前，影响大宗商品的各大因素都还没看到明显转变，在当前供需严重失衡格局下，易涨难跌还在持续。\n此外还不得不说一下加密货币。在这一轮超级过山车中，在未跌之前，在炒币教父马斯克的来回翻腾下，比特币一度翻倍，山寨币炒作更是全面癫狂，不断出现数十倍，甚至上百倍涨幅，狗狗币400倍，屎币2万倍，不断引发全民关注与币民焦虑，也最终迎来各国的严令封杀，在一夜之间，无数上杠杆炒币的账户财富灰飞烟灭。\n\n加密货币可以说是全球流动性泛滥所溢出的畸形市场，短短数月就从被捧为未来核心资产到如今炒作逻辑都被打的稀巴烂，令人唏嘘！\n总结上半年全球资产表现，可以看出全球持续放水是共同因素，即使是在疫情冲击经济运行，企业层面多数面临经营业绩下滑压力的背景下，资产价格端依然可以通过海量放水强化未来预期来提振。这也是从去年到现在，全球资产一路脱离经济面大涨原因。\n2\n下半年展望：投资机遇在哪里？\n影响资产价格波动的底层因素不外乎流动性、供需、经济、政策方面。\n上半年，全球除了少部分国家，整体经济是走修复路线的，这是为资本市场走强打下了基础。\n但放水导致的问题也很多，包括持续高企的通胀、经济结构性过热、供需加剧失衡、资产价格泡沫飙升等。\n美国目前面临的上述问题尤其突出。无论工业用品、房地产、居民消费品等价格的涨幅，都不断在创造新高度。美国5月的CPI都飙到了5%，那是当年金融危机爆发前的水平。\n美国的政府债务率已经创150年新高，拜登还在万亿万亿地加量，不断试探市场的底线。\n到如今，通过收紧流动性来预防经济结构过热，稳定通胀预期，成为美国不得不面临的考虑，也逐渐成为全球市场的一致预期。\n但一旦真的收紧，全球资本市场的逻辑都会发生根本性转向，尤其在资产泡沫化明显的当下，风险影响不亚于“王炸”。\n对中国而言，下半年经济面及市场的隐忧都仍然很大。\n过去一年，中国经济能够在疫情中有不错的表现，主要原因是出口的增长，在全球大部分国家尤其是主要的消费市场--欧美，深受疫情困扰生产生活停滞之时，中国因为强力管控疫情，最快复工复产，加上本就拥有的制造业能力，为全球输出产品，吃到了这波全球疫情红利。\n但现在，欧美的疫苗接种率越来越高，不少国家和地区都已经恢复正常的生产生活，对中国出口产品的需求也会逐渐减弱，还想继续吃外贸红利，机会不大。\n而另外两个增长动力--投资和消费，也不可能给予太大希望，投资的三大块，制造业很难有扩张，基建也已经做得七七八八，近几个月已有一些主要工业部门开工率已经有回落迹象。\n\n近月的中国PMI数据和社融数据趋势，也明显看出了下行的趋势。\n\n而房地产虽然可以作为短期刺激手段，但又会走回放水刺激的老路，而且现在国内的房价，其实也没有太多可操作的空间，加上中央不断重申“房住不炒”，房地产这条路也基本堵死了。\n消费能寄望一下吗？那得看老百姓兜里还有多少钱，看看现在的居民消费意愿，貌似也没有很乐观。即使国家做了很多事，控房价、杀校外教育、放开三胎，但从消费增速上看，呈现的是下滑态势。\n所以下半年的经济基本面，还是承压的，股市作为经济的晴雨表，自然也会压力重重。虽然理论上，如果国家对流动性作出调节，那么股市的压力是可以缓解，问题就在于这个都是未知之数，何况还要面对美联储可能出现的收水行为。\n所以，下半年的行情不要寄望太多，尤其对于美股，谁也说不清楚加息这个灰犀牛什么时候会来。其他大宗商品资产也一样，加密货币就更加不用看了。\n但对A股来说，也不是没有机会。\n资金总是需要找寻出路的，在宏观基本面受压的情况下，它们会倾向于寻找结构性的机会。\n今年以来的光伏、碳中和、新能源车（智能汽车）、半导体、生物医药、大数据、5G通信应用、新消费等热门主线虽然已经普遍炒很高了，但从长远看，这些仍然是具备增长确定性板块，也是资金一直最爱去的地方，其未来的走势仍然会是螺旋上升态势，如果熬得住，每一次的回调，都可能是上车机会。\n另外一个趋势是，现在的基金规模已经超过22万亿，越来越成为了A股重要影响力量。据统计到6月为止可用于买A股的资金规模还有大约8321亿元，这个力量，足以对A股掀起滔天巨浪。\n\n鉴于近两年基金的往期表现普遍明显强于大市，所以直接干脆点，把钱买交给优秀基金经理打理，让专业人做专业事，也不失为一个躺赚的取巧方式，也很大程度上能帮我们省去不知道该投资什么的焦虑。\n3\n结语\n在近期，陆续有很多机构也发布下半年的策略报告，大体上跟本文的思路差不多，所以市场共识还是很强的。\n投资往往在方向不明朗的才能考验人的眼光和定力。下半年的市场大起大落依然还会出现，很多人可能这一次次波动中漂着漂着就不见踪影了，但也会有人在每一次回调中抓住机会上对了车。\n上半年美股继续创新高，A股港股还在跌跌撞撞，连方向都没完全走出来，确实让大家憋得难受。\n希望上半年没赚到的，下半年都能赚回来吧。","news_type":1,"symbols_score_info":{"HSI":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184608205,"gmtCreate":1623711519007,"gmtModify":1704209063950,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184608205","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ 戳我即可參與活動 \u0001如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185073704,"gmtCreate":1623628822808,"gmtModify":1704207139702,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185073704","repostId":"1184301597","repostType":4,"repost":{"id":"1184301597","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":1623625736,"share":"https://ttm.financial/m/news/1184301597?lang=en_US&edition=fundamental","pubTime":"2021-06-14 07:08","market":"us","language":"zh","title":"Preview: Angel of the Times goes public Wednesday; Super central bank week debuts","url":"https://stock-news.laohu8.com/highlight/detail?id=1184301597","media":"老虎资讯综合","summary":"周一端午节，港股、A股休市一天，美股照常开市；","content":"<p>Abstract<b>：</b></p><p>On Monday, during the Dragon Boat Festival, Hong Kong stocks and A shares were closed for one day, and US stocks opened as usual; In terms of new shares: Angel of the Times, the leader of invisible braces, went public on Wednesday, LYEL, a tumor immunotherapy company founded by the head of the National Cancer Institute, went public on Thursday, and Everything Xinsheng, backed by JD.COM and Aauto Quicker, went public in the United States on Friday... In terms of financial events: In May, the press conference on the operation of the national economy, the Federal Reserve, the Bank of Japan, the Swiss National Bank, etc. will announce the interest rate decision, and the adjustment of the FTSE China 50 Index will officially take effect. The second Four Witches Day of the year is approaching, and senior US officials are dispatched: Biden attended the NATO summit on Monday and met with Russian President Vladimir Putin on Wednesday; Powell held a press conference early Thursday morning; Financial reports: Oracle, Waterdrop, Adobe, etc. have successively released financial reports.<b>Monday (June 14th) Keywords: Hong Kong A shares are closed for one day due to the Dragon Boat Festival; Biden attends NATO summit</b><img src=\"https://static.tigerbbs.com/f3f22545aaa213bcb461898e38543683\" tg-width=\"620\" tg-height=\"344\" referrerpolicy=\"no-referrer\">June 14th (Monday) is the Dragon Boat Festival,<b>A Stock Connect, Hong Kong Stock Exchange and Hong Kong Futures are closed for one day</b>。 U.S. stocks opened as usual.</p><p>North Atlantic Treaty Organization countries will<b>Summit at NATO headquarters in Brussels</b>U.S. President Joe Biden will discuss with other NATO leaders the withdrawal of NATO troops from Afghanistan and the future of the 30-nation alliance. According to media reports, the EU hopes to take advantage of US President Joe Biden's visit to Europe to end the tariff dispute between the two places.</p><p><b>Tuesday (June 15th) Keywords: U.S. May retail sales month-on-month, Oracle earnings report, Shangcheng Digital IPO</b></p><p><b>May Retail Sales Monthly Rate</b>The performance will reflect the performance of economic momentum. Due to the gradual release of the fiscal stimulus effect of the US government, after the month-on-month flat in April, institutions expect that retail sales will decline by 0.8% month-on-month last month.</p><p>According to foreign media reports, Maxine Waters, chairman of the U.S. House Financial Services Committee, is scheduled to discuss on June 15th<b>Central Bank Digital Currency Holds Hearing</b>And will hold a hearing on the impact of the cryptocurrency wave on June 30.</p><p>Before the U.S. stock market,<a href=\"https://laohu8.com/S/QD\">Fun Shop</a>Results will be released;<b>After the U.S. stock market,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>Results will be released.</b></p><p><b>In respect of new shares</b>，<a href=\"https://laohu8.com/S/HKD\">Shang multiplied numbers</a>、<a href=\"https://laohu8.com/S/ACXP\">Acurx Pharmaceuticals, LLC*</a>Will be available in the United States. Parent company of Shangcheng Digital<a href=\"https://laohu8.com/S/HKIB\">AMTD International</a>It is a subsidiary of AMTD Group, which was founded by Li Ka-shing's Cheung Kong Holdings and Hutchison Whampoa.</p><p><b>Wednesday (June 16) Keywords: Times Angel listing, May national economic performance press conference, Putin and Biden meeting</b><img src=\"https://static.tigerbbs.com/391716d32411330f06f6322858f4718c\" tg-width=\"620\" tg-height=\"534\" referrerpolicy=\"no-referrer\">In terms of new shares,<b>Invisible braces faucet<a href=\"https://laohu8.com/S/06699\">Angel of the Times</a></b>The dark market trading started on Tuesday and officially landed on the Hong Kong Stock Exchange on Wednesday, June 16th.</p><p>In addition, health plan management software providers<a href=\"https://laohu8.com/S/CNVY\">Convey Holding Parent, Inc.</a>Israel Business Insights Platform<a href=\"https://laohu8.com/S/WKME\">WalkMe Ltd.</a>And Swiss Biotech<a href=\"https://laohu8.com/S/MOLN\">MOLECULAR PARTNERS AG</a>Will be available in the United States.</p><p>According to the National Bureau of Statistics, according to the unified arrangement of press release work,<b>Press conference on the operation of the national economy in May</b>It will be held from 10: 00 am on Wednesday, June 16 to 15: 00 pm on June 16. In May, the release time of five reports, including the monthly report of industrial production above designated size, the monthly report of fixed asset investment (excluding farmers), the monthly report of real estate development and sales, the monthly report of total retail sales of consumer goods and the monthly report of energy production, was adjusted to 15: 00 pm on the 16th accordingly.</p><p><b>Russian President Vladimir Putin and U.S. President Joe Biden</b>The meeting will be held in Geneva, Switzerland. Putin has said that he does not expect the meeting with Biden to make any breakthrough in Russia-US relations, but hopes that the meeting will take place in a positive way.</p><p><b>Thursday (June 17th) Keywords: Federal Reserve interest rate decision, Powell holds a press conference, monthly report of residential sales prices in 70 large and medium-sized cities, waterdrop/Adobe earnings report, LYEL listing</b><img src=\"https://static.tigerbbs.com/f4d1dd7356eb9b114aa5ab27aa5708fe\" tg-width=\"620\" tg-height=\"249\" referrerpolicy=\"no-referrer\">In the early hours of Thursday,<b>Federal Reserve's FOMC unveils interest rate decision</b>, policy statement and economic expectations, the market expects that the Fed will not make a big move, but it may adjust its inflation estimate. Federal Reserve Chairman Powell will hold a press conference at 2: 30 a.m. Beijing time on Thursday. Powell is expected to continue to maintain a dovish stance.</p><p>Before the U.S. stock market,<a href=\"https://laohu8.com/S/WDH\">water droplet</a>Will report earnings; After the U.S. stock market,<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>Will report earnings.</p><p>Particularly notable among the new shares is that,<b>Oncology Immunotherapy Corp.<a href=\"https://laohu8.com/S/LYEL\">Lyell Immunopharma, Inc.</a></b>Will be available in the United States. Dr. Richard Klausner, founder and chairman of Lyell, is the founder of Juno Therapeutics and GRAIL, one of the three cellular immunotherapy giants, and the head of the National Cancer Institute. As early as August 10, 2020,<a href=\"https://laohu8.com/S/02126\">WuXi Junol-B</a>Announced a cooperation agreement with Lyell to develop and commercialize adoptive T cell therapies in China and Southeast Asian countries for the treatment of liver cancer.</p><p><b>Friday (June 18th) Keywords: Some indexes of FTSE Russell are officially adjusted, Youran Animal Husbandry/Everything is listed, and the second Four Witches Day of the year</b><img src=\"https://static.tigerbbs.com/41a6973365e4ff5f52e1f22b26260829\" tg-width=\"620\" tg-height=\"287\" referrerpolicy=\"no-referrer\"><b>In respect of new shares</b>，<a href=\"https://laohu8.com/S/02171\">Keji Pharmaceutical-B</a>、<b>China's dairy industry upstream leader<a href=\"https://laohu8.com/S/09858\">Youran Animal Husbandry</a></b>Listed in Hong Kong;<b><a href=\"https://laohu8.com/S/RERE\">All things are reborn</a></b>、<a href=\"https://laohu8.com/S/ATAI\">ATAI Life Sciences B.V.*</a>、<a href=\"https://laohu8.com/S/UNCY\">UNICYCIVE THERAPEUTICS, INC.</a>Waiting for listing in the United States. In May 2021, Kuaishou invested in Wanwu Xinsheng Group, forming a strategic portfolio with JD.COM.</p><p><a href=\"https://laohu8.com/S/01810\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/01919\">COSCO SHIPPING Holdings</a>、<a href=\"https://laohu8.com/S/00267\">CITIC Limited</a>Will officially join<b>FTSE China 50 Index</b>； While<a href=\"https://laohu8.com/S/00175.HK\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>、<a href=\"https://laohu8.com/S/09901\">New Oriental-S</a>Excluded index. FTSE China A50 Index joins Arowana and Zhifei Bio, and the excluded stocks are Zhonggong Education and Hengli Petrochemical. The change will take effect after the market closes on June 18.</p><p>Friday is<b>The second Four Witch Day of the year,</b>Stock index futures, stock index options, stock options and single stock futures all expire for delivery at the same time today. The simultaneous delivery of these four asset classes may bring violent market volatility, with bulls and shorts playing with each other. The impact on the stock market was most pronounced during the opening and closing sessions of the day.</p><p>In addition, investors can also look out for this week<b>US President Biden's negotiations on infrastructure plans and progress on major US antitrust reforms</b>。 On the morning of Saturday, June 19th, Beijing time, after the U.S. stock market closed on Friday,<b>Russell 1000 and Russell 2000 indexes to announce constituent stock updates</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>Preview: Angel of the Times goes public Wednesday; Super central bank week debuts</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\">\nPreview: Angel of the Times goes public Wednesday; Super central bank week debuts\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-14 07:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract<b>：</b></p><p>On Monday, during the Dragon Boat Festival, Hong Kong stocks and A shares were closed for one day, and US stocks opened as usual; In terms of new shares: Angel of the Times, the leader of invisible braces, went public on Wednesday, LYEL, a tumor immunotherapy company founded by the head of the National Cancer Institute, went public on Thursday, and Everything Xinsheng, backed by JD.COM and Aauto Quicker, went public in the United States on Friday... In terms of financial events: In May, the press conference on the operation of the national economy, the Federal Reserve, the Bank of Japan, the Swiss National Bank, etc. will announce the interest rate decision, and the adjustment of the FTSE China 50 Index will officially take effect. The second Four Witches Day of the year is approaching, and senior US officials are dispatched: Biden attended the NATO summit on Monday and met with Russian President Vladimir Putin on Wednesday; Powell held a press conference early Thursday morning; Financial reports: Oracle, Waterdrop, Adobe, etc. have successively released financial reports.<b>Monday (June 14th) Keywords: Hong Kong A shares are closed for one day due to the Dragon Boat Festival; Biden attends NATO summit</b><img src=\"https://static.tigerbbs.com/f3f22545aaa213bcb461898e38543683\" tg-width=\"620\" tg-height=\"344\" referrerpolicy=\"no-referrer\">June 14th (Monday) is the Dragon Boat Festival,<b>A Stock Connect, Hong Kong Stock Exchange and Hong Kong Futures are closed for one day</b>。 U.S. stocks opened as usual.</p><p>North Atlantic Treaty Organization countries will<b>Summit at NATO headquarters in Brussels</b>U.S. President Joe Biden will discuss with other NATO leaders the withdrawal of NATO troops from Afghanistan and the future of the 30-nation alliance. According to media reports, the EU hopes to take advantage of US President Joe Biden's visit to Europe to end the tariff dispute between the two places.</p><p><b>Tuesday (June 15th) Keywords: U.S. May retail sales month-on-month, Oracle earnings report, Shangcheng Digital IPO</b></p><p><b>May Retail Sales Monthly Rate</b>The performance will reflect the performance of economic momentum. Due to the gradual release of the fiscal stimulus effect of the US government, after the month-on-month flat in April, institutions expect that retail sales will decline by 0.8% month-on-month last month.</p><p>According to foreign media reports, Maxine Waters, chairman of the U.S. House Financial Services Committee, is scheduled to discuss on June 15th<b>Central Bank Digital Currency Holds Hearing</b>And will hold a hearing on the impact of the cryptocurrency wave on June 30.</p><p>Before the U.S. stock market,<a href=\"https://laohu8.com/S/QD\">Fun Shop</a>Results will be released;<b>After the U.S. stock market,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>Results will be released.</b></p><p><b>In respect of new shares</b>，<a href=\"https://laohu8.com/S/HKD\">Shang multiplied numbers</a>、<a href=\"https://laohu8.com/S/ACXP\">Acurx Pharmaceuticals, LLC*</a>Will be available in the United States. Parent company of Shangcheng Digital<a href=\"https://laohu8.com/S/HKIB\">AMTD International</a>It is a subsidiary of AMTD Group, which was founded by Li Ka-shing's Cheung Kong Holdings and Hutchison Whampoa.</p><p><b>Wednesday (June 16) Keywords: Times Angel listing, May national economic performance press conference, Putin and Biden meeting</b><img src=\"https://static.tigerbbs.com/391716d32411330f06f6322858f4718c\" tg-width=\"620\" tg-height=\"534\" referrerpolicy=\"no-referrer\">In terms of new shares,<b>Invisible braces faucet<a href=\"https://laohu8.com/S/06699\">Angel of the Times</a></b>The dark market trading started on Tuesday and officially landed on the Hong Kong Stock Exchange on Wednesday, June 16th.</p><p>In addition, health plan management software providers<a href=\"https://laohu8.com/S/CNVY\">Convey Holding Parent, Inc.</a>Israel Business Insights Platform<a href=\"https://laohu8.com/S/WKME\">WalkMe Ltd.</a>And Swiss Biotech<a href=\"https://laohu8.com/S/MOLN\">MOLECULAR PARTNERS AG</a>Will be available in the United States.</p><p>According to the National Bureau of Statistics, according to the unified arrangement of press release work,<b>Press conference on the operation of the national economy in May</b>It will be held from 10: 00 am on Wednesday, June 16 to 15: 00 pm on June 16. In May, the release time of five reports, including the monthly report of industrial production above designated size, the monthly report of fixed asset investment (excluding farmers), the monthly report of real estate development and sales, the monthly report of total retail sales of consumer goods and the monthly report of energy production, was adjusted to 15: 00 pm on the 16th accordingly.</p><p><b>Russian President Vladimir Putin and U.S. President Joe Biden</b>The meeting will be held in Geneva, Switzerland. Putin has said that he does not expect the meeting with Biden to make any breakthrough in Russia-US relations, but hopes that the meeting will take place in a positive way.</p><p><b>Thursday (June 17th) Keywords: Federal Reserve interest rate decision, Powell holds a press conference, monthly report of residential sales prices in 70 large and medium-sized cities, waterdrop/Adobe earnings report, LYEL listing</b><img src=\"https://static.tigerbbs.com/f4d1dd7356eb9b114aa5ab27aa5708fe\" tg-width=\"620\" tg-height=\"249\" referrerpolicy=\"no-referrer\">In the early hours of Thursday,<b>Federal Reserve's FOMC unveils interest rate decision</b>, policy statement and economic expectations, the market expects that the Fed will not make a big move, but it may adjust its inflation estimate. Federal Reserve Chairman Powell will hold a press conference at 2: 30 a.m. Beijing time on Thursday. Powell is expected to continue to maintain a dovish stance.</p><p>Before the U.S. stock market,<a href=\"https://laohu8.com/S/WDH\">water droplet</a>Will report earnings; After the U.S. stock market,<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>Will report earnings.</p><p>Particularly notable among the new shares is that,<b>Oncology Immunotherapy Corp.<a href=\"https://laohu8.com/S/LYEL\">Lyell Immunopharma, Inc.</a></b>Will be available in the United States. Dr. Richard Klausner, founder and chairman of Lyell, is the founder of Juno Therapeutics and GRAIL, one of the three cellular immunotherapy giants, and the head of the National Cancer Institute. As early as August 10, 2020,<a href=\"https://laohu8.com/S/02126\">WuXi Junol-B</a>Announced a cooperation agreement with Lyell to develop and commercialize adoptive T cell therapies in China and Southeast Asian countries for the treatment of liver cancer.</p><p><b>Friday (June 18th) Keywords: Some indexes of FTSE Russell are officially adjusted, Youran Animal Husbandry/Everything is listed, and the second Four Witches Day of the year</b><img src=\"https://static.tigerbbs.com/41a6973365e4ff5f52e1f22b26260829\" tg-width=\"620\" tg-height=\"287\" referrerpolicy=\"no-referrer\"><b>In respect of new shares</b>，<a href=\"https://laohu8.com/S/02171\">Keji Pharmaceutical-B</a>、<b>China's dairy industry upstream leader<a href=\"https://laohu8.com/S/09858\">Youran Animal Husbandry</a></b>Listed in Hong Kong;<b><a href=\"https://laohu8.com/S/RERE\">All things are reborn</a></b>、<a href=\"https://laohu8.com/S/ATAI\">ATAI Life Sciences B.V.*</a>、<a href=\"https://laohu8.com/S/UNCY\">UNICYCIVE THERAPEUTICS, INC.</a>Waiting for listing in the United States. In May 2021, Kuaishou invested in Wanwu Xinsheng Group, forming a strategic portfolio with JD.COM.</p><p><a href=\"https://laohu8.com/S/01810\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/01919\">COSCO SHIPPING Holdings</a>、<a href=\"https://laohu8.com/S/00267\">CITIC Limited</a>Will officially join<b>FTSE China 50 Index</b>； While<a href=\"https://laohu8.com/S/00175.HK\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>、<a href=\"https://laohu8.com/S/09901\">New Oriental-S</a>Excluded index. FTSE China A50 Index joins Arowana and Zhifei Bio, and the excluded stocks are Zhonggong Education and Hengli Petrochemical. The change will take effect after the market closes on June 18.</p><p>Friday is<b>The second Four Witch Day of the year,</b>Stock index futures, stock index options, stock options and single stock futures all expire for delivery at the same time today. The simultaneous delivery of these four asset classes may bring violent market volatility, with bulls and shorts playing with each other. The impact on the stock market was most pronounced during the opening and closing sessions of the day.</p><p>In addition, investors can also look out for this week<b>US President Biden's negotiations on infrastructure plans and progress on major US antitrust reforms</b>。 On the morning of Saturday, June 19th, Beijing time, after the U.S. stock market closed on Friday,<b>Russell 1000 and Russell 2000 indexes to announce constituent stock updates</b>。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f85a7d6606dc76bae2a70c177e74aa88","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184301597","content_text":"摘要：\n\n 周一端午节，港股、A股休市一天，美股照常开市；\n\n\n 新股方面：隐形牙套龙头时代天使周三上市、美国国家癌症研究所负责人创办的肿瘤免疫治疗公司LYEL周四上市、背靠京东和快手的万物新生周五赴美上市……\n\n\n 财经事件方面：5月份国民经济运行情况新闻发布会，美联储、日本央行、瑞士央行等将公布利率决议，富时中国50指数调整将正式生效，年内第二个四巫日将至，美国高官出动：拜登周一参加北约峰会，周三与俄罗斯总统普京会晤；鲍威尔周四凌晨召开新闻发布会；\n\n\n 财报方面：甲骨文、水滴、Adobe等陆续发布财报。\n\n周一(6月14日)关键词：港股A股因端午节休市一天；拜登参加北约峰会6月14日（周一）为端午节，A股通、港股及港期休市一天。美股照常开市。\n北大西洋公约组织国家将在布鲁塞尔北约总部举行峰会，美国总统拜登将与北约其它国家领导人就北约从阿富汗撤军，以及北约30国的前途展开讨论。据媒体报道，欧盟希望借着美国总统拜登访欧之际结束两地关税之争。\n周二(6月15日)关键词：美国5月零售销售环比、甲骨文财报、尚乘数科IPO\n5月零售销售月率的表现将反映经济动能的表现情况，由于美国政府财政刺激效应逐步释放，在4月环比持平后，机构预计上月零售销售将出现环比0.8%的下降。\n据外媒报道，美国众议院金融服务委员会主席Maxine Waters定于6月15日就央行数字货币举行听证会，并将于6月30日就加密货币浪潮的影响举行听证会。\n美股盘前，趣店将发布业绩；美股盘后，甲骨文将发布业绩。\n新股方面，尚乘数科、Acurx Pharmaceuticals, LLC*将在美上市。尚乘数科母公司尚乘国际是尚乘集团旗下，尚乘集团是由李嘉诚的长江实业集团和和记黄埔创立。\n周三(6月16日)关键词：时代天使上市、5月份国民经济运行情况新闻发布会、普京拜登举行会晤新股方面，隐形牙套龙头时代天使于周二开启暗盘交易，在周三6月16日正式登陆港交所。\n此外，健康计划管理软件提供商Convey Holding Parent, Inc.、以色列商业洞察平台WalkMe Ltd.以及瑞士生物技术公司MOLECULAR PARTNERS AG将在美国上市。\n国家统计局表示，根据新闻发布工作统一安排，5月份国民经济运行情况新闻发布会由原计划的6月16日（周三）上午10时调整为6月16日下午15时举行。5月份规模以上工业生产月度报告、固定资产投资（不含农户）月度报告、房地产开发和销售情况月度报告、社会消费品零售总额月度报告以及能源生产情况月度报告等五个报告的发布时间相应调整为16日下午15时。\n俄罗斯总统普京与美国总统拜登将于瑞士日内瓦举行会晤。普京曾表示，不期待与拜登的会晤能对俄美关系有任何突破，但希望会晤以积极方式进行。\n周四(6月17日)关键词：美联储利率决议、鲍威尔召开新闻发布会、70个大中城市住宅销售价格月报、水滴/Adobe 财报、LYEL上市周四凌晨，美联储FOMC公布利率决议、政策声明及经济预期，市场预计美联储不会有大动作，但可能会调整对通胀的预估。美联储主席鲍威尔将在北京时间周四凌晨2点半召开新闻发布会，预计鲍威尔将继续维持鸽派立场。\n美股盘前，水滴将公布财报；美股盘后，Adobe将公布财报。\n新股中尤为值得注意的是，肿瘤免疫治疗公司Lyell Immunopharma, Inc.将在美上市。Lyell创始人、董事长Richard Klausner博士是细胞免疫治疗三巨头之一Juno Therapeutics和GRAIL公司的创始人，也是美国国家癌症研究所的负责人。早在2020年8月10日，药明巨诺-B宣布与Lyell签订合作协议，在中国及东南亚国家开发和商业化过继性T细胞疗法，用于肝癌治疗。\n周五(6月18日)关键词：富时罗素部分指数正式调整、优然牧业/万物新生上市、年内第二个四巫日新股方面，科济药业-B、中国乳业上游龙头优然牧业在港上市；万物新生、ATAI Life Sciences B.V.*、UNICYCIVE THERAPEUTICS, INC.等在美上市。在2021年5月，快手参投万物新生集团，与京东形成战略组合。\n小米集团-W、中远海控、中信股份将正式加入富时中国50指数；而吉利汽车、中国恒大、新东方-S被剔除指数。富时中国A50指数加入金龙鱼和智飞生物，被剔除的股票则有中公教育和恒力石化。该变更将于6月18日收盘后生效。\n周五是本年第二个四巫日，股指期货、股指期权、股票期权以及单一股票期货，都在今天同一时间到期交割。这四种资产类别同时交割有可能会带来剧烈的市场波动，多头空头相互博弈。对股市的影响在当天开盘和收盘的时段最为明显。\n此外，投资者本周内还可留意美国总统拜登的基建计划谈判和美国重大反垄断改革的进展。周五美股盘后即北京时间周六6月19日早上，罗素1000和罗素2000指数将宣布成份股更新。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118733161,"gmtCreate":1622761412753,"gmtModify":1704190504069,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"ddffffftygh","listText":"ddffffftygh","text":"ddffffftygh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118733161","isVote":1,"tweetType":1,"viewCount":4899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368104994,"gmtCreate":1614297892018,"gmtModify":1704770271295,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"tmdcnm","listText":"tmdcnm","text":"tmdcnm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368104994","isVote":1,"tweetType":1,"viewCount":4588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388050245,"gmtCreate":1613004159387,"gmtModify":1704877250344,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"&nbsp;qq","listText":"&nbsp;qq","text":"qq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388050245","repostId":"1131026868","repostType":2,"isVote":1,"tweetType":1,"viewCount":3977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332266344,"gmtCreate":1610414341288,"gmtModify":1704983519892,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"00","listText":"00","text":"00","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332266344","repostId":"1182427224","repostType":4,"isVote":1,"tweetType":1,"viewCount":4657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333766327,"gmtCreate":1609372052769,"gmtModify":1704978655398,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"：！！","listText":"：！！","text":"：！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333766327","repostId":"1154691529","repostType":4,"isVote":1,"tweetType":1,"viewCount":4343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":179590910,"gmtCreate":1626556613430,"gmtModify":1703761617458,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179590910","repostId":"1191979693","repostType":2,"isVote":1,"tweetType":1,"viewCount":4423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388050245,"gmtCreate":1613004159387,"gmtModify":1704877250344,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"&nbsp;qq","listText":"&nbsp;qq","text":"qq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388050245","repostId":"1131026868","repostType":2,"isVote":1,"tweetType":1,"viewCount":3977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185073704,"gmtCreate":1623628822808,"gmtModify":1704207139702,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185073704","repostId":"1184301597","repostType":4,"repost":{"id":"1184301597","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":1623625736,"share":"https://ttm.financial/m/news/1184301597?lang=en_US&edition=fundamental","pubTime":"2021-06-14 07:08","market":"us","language":"zh","title":"Preview: Angel of the Times goes public Wednesday; Super central bank week debuts","url":"https://stock-news.laohu8.com/highlight/detail?id=1184301597","media":"老虎资讯综合","summary":"周一端午节，港股、A股休市一天，美股照常开市；","content":"<p>Abstract<b>：</b></p><p>On Monday, during the Dragon Boat Festival, Hong Kong stocks and A shares were closed for one day, and US stocks opened as usual; In terms of new shares: Angel of the Times, the leader of invisible braces, went public on Wednesday, LYEL, a tumor immunotherapy company founded by the head of the National Cancer Institute, went public on Thursday, and Everything Xinsheng, backed by JD.COM and Aauto Quicker, went public in the United States on Friday... In terms of financial events: In May, the press conference on the operation of the national economy, the Federal Reserve, the Bank of Japan, the Swiss National Bank, etc. will announce the interest rate decision, and the adjustment of the FTSE China 50 Index will officially take effect. The second Four Witches Day of the year is approaching, and senior US officials are dispatched: Biden attended the NATO summit on Monday and met with Russian President Vladimir Putin on Wednesday; Powell held a press conference early Thursday morning; Financial reports: Oracle, Waterdrop, Adobe, etc. have successively released financial reports.<b>Monday (June 14th) Keywords: Hong Kong A shares are closed for one day due to the Dragon Boat Festival; Biden attends NATO summit</b><img src=\"https://static.tigerbbs.com/f3f22545aaa213bcb461898e38543683\" tg-width=\"620\" tg-height=\"344\" referrerpolicy=\"no-referrer\">June 14th (Monday) is the Dragon Boat Festival,<b>A Stock Connect, Hong Kong Stock Exchange and Hong Kong Futures are closed for one day</b>。 U.S. stocks opened as usual.</p><p>North Atlantic Treaty Organization countries will<b>Summit at NATO headquarters in Brussels</b>U.S. President Joe Biden will discuss with other NATO leaders the withdrawal of NATO troops from Afghanistan and the future of the 30-nation alliance. According to media reports, the EU hopes to take advantage of US President Joe Biden's visit to Europe to end the tariff dispute between the two places.</p><p><b>Tuesday (June 15th) Keywords: U.S. May retail sales month-on-month, Oracle earnings report, Shangcheng Digital IPO</b></p><p><b>May Retail Sales Monthly Rate</b>The performance will reflect the performance of economic momentum. Due to the gradual release of the fiscal stimulus effect of the US government, after the month-on-month flat in April, institutions expect that retail sales will decline by 0.8% month-on-month last month.</p><p>According to foreign media reports, Maxine Waters, chairman of the U.S. House Financial Services Committee, is scheduled to discuss on June 15th<b>Central Bank Digital Currency Holds Hearing</b>And will hold a hearing on the impact of the cryptocurrency wave on June 30.</p><p>Before the U.S. stock market,<a href=\"https://laohu8.com/S/QD\">Fun Shop</a>Results will be released;<b>After the U.S. stock market,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>Results will be released.</b></p><p><b>In respect of new shares</b>，<a href=\"https://laohu8.com/S/HKD\">Shang multiplied numbers</a>、<a href=\"https://laohu8.com/S/ACXP\">Acurx Pharmaceuticals, LLC*</a>Will be available in the United States. Parent company of Shangcheng Digital<a href=\"https://laohu8.com/S/HKIB\">AMTD International</a>It is a subsidiary of AMTD Group, which was founded by Li Ka-shing's Cheung Kong Holdings and Hutchison Whampoa.</p><p><b>Wednesday (June 16) Keywords: Times Angel listing, May national economic performance press conference, Putin and Biden meeting</b><img src=\"https://static.tigerbbs.com/391716d32411330f06f6322858f4718c\" tg-width=\"620\" tg-height=\"534\" referrerpolicy=\"no-referrer\">In terms of new shares,<b>Invisible braces faucet<a href=\"https://laohu8.com/S/06699\">Angel of the Times</a></b>The dark market trading started on Tuesday and officially landed on the Hong Kong Stock Exchange on Wednesday, June 16th.</p><p>In addition, health plan management software providers<a href=\"https://laohu8.com/S/CNVY\">Convey Holding Parent, Inc.</a>Israel Business Insights Platform<a href=\"https://laohu8.com/S/WKME\">WalkMe Ltd.</a>And Swiss Biotech<a href=\"https://laohu8.com/S/MOLN\">MOLECULAR PARTNERS AG</a>Will be available in the United States.</p><p>According to the National Bureau of Statistics, according to the unified arrangement of press release work,<b>Press conference on the operation of the national economy in May</b>It will be held from 10: 00 am on Wednesday, June 16 to 15: 00 pm on June 16. In May, the release time of five reports, including the monthly report of industrial production above designated size, the monthly report of fixed asset investment (excluding farmers), the monthly report of real estate development and sales, the monthly report of total retail sales of consumer goods and the monthly report of energy production, was adjusted to 15: 00 pm on the 16th accordingly.</p><p><b>Russian President Vladimir Putin and U.S. President Joe Biden</b>The meeting will be held in Geneva, Switzerland. Putin has said that he does not expect the meeting with Biden to make any breakthrough in Russia-US relations, but hopes that the meeting will take place in a positive way.</p><p><b>Thursday (June 17th) Keywords: Federal Reserve interest rate decision, Powell holds a press conference, monthly report of residential sales prices in 70 large and medium-sized cities, waterdrop/Adobe earnings report, LYEL listing</b><img src=\"https://static.tigerbbs.com/f4d1dd7356eb9b114aa5ab27aa5708fe\" tg-width=\"620\" tg-height=\"249\" referrerpolicy=\"no-referrer\">In the early hours of Thursday,<b>Federal Reserve's FOMC unveils interest rate decision</b>, policy statement and economic expectations, the market expects that the Fed will not make a big move, but it may adjust its inflation estimate. Federal Reserve Chairman Powell will hold a press conference at 2: 30 a.m. Beijing time on Thursday. Powell is expected to continue to maintain a dovish stance.</p><p>Before the U.S. stock market,<a href=\"https://laohu8.com/S/WDH\">water droplet</a>Will report earnings; After the U.S. stock market,<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>Will report earnings.</p><p>Particularly notable among the new shares is that,<b>Oncology Immunotherapy Corp.<a href=\"https://laohu8.com/S/LYEL\">Lyell Immunopharma, Inc.</a></b>Will be available in the United States. Dr. Richard Klausner, founder and chairman of Lyell, is the founder of Juno Therapeutics and GRAIL, one of the three cellular immunotherapy giants, and the head of the National Cancer Institute. As early as August 10, 2020,<a href=\"https://laohu8.com/S/02126\">WuXi Junol-B</a>Announced a cooperation agreement with Lyell to develop and commercialize adoptive T cell therapies in China and Southeast Asian countries for the treatment of liver cancer.</p><p><b>Friday (June 18th) Keywords: Some indexes of FTSE Russell are officially adjusted, Youran Animal Husbandry/Everything is listed, and the second Four Witches Day of the year</b><img src=\"https://static.tigerbbs.com/41a6973365e4ff5f52e1f22b26260829\" tg-width=\"620\" tg-height=\"287\" referrerpolicy=\"no-referrer\"><b>In respect of new shares</b>，<a href=\"https://laohu8.com/S/02171\">Keji Pharmaceutical-B</a>、<b>China's dairy industry upstream leader<a href=\"https://laohu8.com/S/09858\">Youran Animal Husbandry</a></b>Listed in Hong Kong;<b><a href=\"https://laohu8.com/S/RERE\">All things are reborn</a></b>、<a href=\"https://laohu8.com/S/ATAI\">ATAI Life Sciences B.V.*</a>、<a href=\"https://laohu8.com/S/UNCY\">UNICYCIVE THERAPEUTICS, INC.</a>Waiting for listing in the United States. In May 2021, Kuaishou invested in Wanwu Xinsheng Group, forming a strategic portfolio with JD.COM.</p><p><a href=\"https://laohu8.com/S/01810\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/01919\">COSCO SHIPPING Holdings</a>、<a href=\"https://laohu8.com/S/00267\">CITIC Limited</a>Will officially join<b>FTSE China 50 Index</b>； While<a href=\"https://laohu8.com/S/00175.HK\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>、<a href=\"https://laohu8.com/S/09901\">New Oriental-S</a>Excluded index. FTSE China A50 Index joins Arowana and Zhifei Bio, and the excluded stocks are Zhonggong Education and Hengli Petrochemical. The change will take effect after the market closes on June 18.</p><p>Friday is<b>The second Four Witch Day of the year,</b>Stock index futures, stock index options, stock options and single stock futures all expire for delivery at the same time today. The simultaneous delivery of these four asset classes may bring violent market volatility, with bulls and shorts playing with each other. The impact on the stock market was most pronounced during the opening and closing sessions of the day.</p><p>In addition, investors can also look out for this week<b>US President Biden's negotiations on infrastructure plans and progress on major US antitrust reforms</b>。 On the morning of Saturday, June 19th, Beijing time, after the U.S. stock market closed on Friday,<b>Russell 1000 and Russell 2000 indexes to announce constituent stock updates</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>Preview: Angel of the Times goes public Wednesday; Super central bank week debuts</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\">\nPreview: Angel of the Times goes public Wednesday; Super central bank week debuts\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-14 07:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract<b>：</b></p><p>On Monday, during the Dragon Boat Festival, Hong Kong stocks and A shares were closed for one day, and US stocks opened as usual; In terms of new shares: Angel of the Times, the leader of invisible braces, went public on Wednesday, LYEL, a tumor immunotherapy company founded by the head of the National Cancer Institute, went public on Thursday, and Everything Xinsheng, backed by JD.COM and Aauto Quicker, went public in the United States on Friday... In terms of financial events: In May, the press conference on the operation of the national economy, the Federal Reserve, the Bank of Japan, the Swiss National Bank, etc. will announce the interest rate decision, and the adjustment of the FTSE China 50 Index will officially take effect. The second Four Witches Day of the year is approaching, and senior US officials are dispatched: Biden attended the NATO summit on Monday and met with Russian President Vladimir Putin on Wednesday; Powell held a press conference early Thursday morning; Financial reports: Oracle, Waterdrop, Adobe, etc. have successively released financial reports.<b>Monday (June 14th) Keywords: Hong Kong A shares are closed for one day due to the Dragon Boat Festival; Biden attends NATO summit</b><img src=\"https://static.tigerbbs.com/f3f22545aaa213bcb461898e38543683\" tg-width=\"620\" tg-height=\"344\" referrerpolicy=\"no-referrer\">June 14th (Monday) is the Dragon Boat Festival,<b>A Stock Connect, Hong Kong Stock Exchange and Hong Kong Futures are closed for one day</b>。 U.S. stocks opened as usual.</p><p>North Atlantic Treaty Organization countries will<b>Summit at NATO headquarters in Brussels</b>U.S. President Joe Biden will discuss with other NATO leaders the withdrawal of NATO troops from Afghanistan and the future of the 30-nation alliance. According to media reports, the EU hopes to take advantage of US President Joe Biden's visit to Europe to end the tariff dispute between the two places.</p><p><b>Tuesday (June 15th) Keywords: U.S. May retail sales month-on-month, Oracle earnings report, Shangcheng Digital IPO</b></p><p><b>May Retail Sales Monthly Rate</b>The performance will reflect the performance of economic momentum. Due to the gradual release of the fiscal stimulus effect of the US government, after the month-on-month flat in April, institutions expect that retail sales will decline by 0.8% month-on-month last month.</p><p>According to foreign media reports, Maxine Waters, chairman of the U.S. House Financial Services Committee, is scheduled to discuss on June 15th<b>Central Bank Digital Currency Holds Hearing</b>And will hold a hearing on the impact of the cryptocurrency wave on June 30.</p><p>Before the U.S. stock market,<a href=\"https://laohu8.com/S/QD\">Fun Shop</a>Results will be released;<b>After the U.S. stock market,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>Results will be released.</b></p><p><b>In respect of new shares</b>，<a href=\"https://laohu8.com/S/HKD\">Shang multiplied numbers</a>、<a href=\"https://laohu8.com/S/ACXP\">Acurx Pharmaceuticals, LLC*</a>Will be available in the United States. Parent company of Shangcheng Digital<a href=\"https://laohu8.com/S/HKIB\">AMTD International</a>It is a subsidiary of AMTD Group, which was founded by Li Ka-shing's Cheung Kong Holdings and Hutchison Whampoa.</p><p><b>Wednesday (June 16) Keywords: Times Angel listing, May national economic performance press conference, Putin and Biden meeting</b><img src=\"https://static.tigerbbs.com/391716d32411330f06f6322858f4718c\" tg-width=\"620\" tg-height=\"534\" referrerpolicy=\"no-referrer\">In terms of new shares,<b>Invisible braces faucet<a href=\"https://laohu8.com/S/06699\">Angel of the Times</a></b>The dark market trading started on Tuesday and officially landed on the Hong Kong Stock Exchange on Wednesday, June 16th.</p><p>In addition, health plan management software providers<a href=\"https://laohu8.com/S/CNVY\">Convey Holding Parent, Inc.</a>Israel Business Insights Platform<a href=\"https://laohu8.com/S/WKME\">WalkMe Ltd.</a>And Swiss Biotech<a href=\"https://laohu8.com/S/MOLN\">MOLECULAR PARTNERS AG</a>Will be available in the United States.</p><p>According to the National Bureau of Statistics, according to the unified arrangement of press release work,<b>Press conference on the operation of the national economy in May</b>It will be held from 10: 00 am on Wednesday, June 16 to 15: 00 pm on June 16. In May, the release time of five reports, including the monthly report of industrial production above designated size, the monthly report of fixed asset investment (excluding farmers), the monthly report of real estate development and sales, the monthly report of total retail sales of consumer goods and the monthly report of energy production, was adjusted to 15: 00 pm on the 16th accordingly.</p><p><b>Russian President Vladimir Putin and U.S. President Joe Biden</b>The meeting will be held in Geneva, Switzerland. Putin has said that he does not expect the meeting with Biden to make any breakthrough in Russia-US relations, but hopes that the meeting will take place in a positive way.</p><p><b>Thursday (June 17th) Keywords: Federal Reserve interest rate decision, Powell holds a press conference, monthly report of residential sales prices in 70 large and medium-sized cities, waterdrop/Adobe earnings report, LYEL listing</b><img src=\"https://static.tigerbbs.com/f4d1dd7356eb9b114aa5ab27aa5708fe\" tg-width=\"620\" tg-height=\"249\" referrerpolicy=\"no-referrer\">In the early hours of Thursday,<b>Federal Reserve's FOMC unveils interest rate decision</b>, policy statement and economic expectations, the market expects that the Fed will not make a big move, but it may adjust its inflation estimate. Federal Reserve Chairman Powell will hold a press conference at 2: 30 a.m. Beijing time on Thursday. Powell is expected to continue to maintain a dovish stance.</p><p>Before the U.S. stock market,<a href=\"https://laohu8.com/S/WDH\">water droplet</a>Will report earnings; After the U.S. stock market,<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>Will report earnings.</p><p>Particularly notable among the new shares is that,<b>Oncology Immunotherapy Corp.<a href=\"https://laohu8.com/S/LYEL\">Lyell Immunopharma, Inc.</a></b>Will be available in the United States. Dr. Richard Klausner, founder and chairman of Lyell, is the founder of Juno Therapeutics and GRAIL, one of the three cellular immunotherapy giants, and the head of the National Cancer Institute. As early as August 10, 2020,<a href=\"https://laohu8.com/S/02126\">WuXi Junol-B</a>Announced a cooperation agreement with Lyell to develop and commercialize adoptive T cell therapies in China and Southeast Asian countries for the treatment of liver cancer.</p><p><b>Friday (June 18th) Keywords: Some indexes of FTSE Russell are officially adjusted, Youran Animal Husbandry/Everything is listed, and the second Four Witches Day of the year</b><img src=\"https://static.tigerbbs.com/41a6973365e4ff5f52e1f22b26260829\" tg-width=\"620\" tg-height=\"287\" referrerpolicy=\"no-referrer\"><b>In respect of new shares</b>，<a href=\"https://laohu8.com/S/02171\">Keji Pharmaceutical-B</a>、<b>China's dairy industry upstream leader<a href=\"https://laohu8.com/S/09858\">Youran Animal Husbandry</a></b>Listed in Hong Kong;<b><a href=\"https://laohu8.com/S/RERE\">All things are reborn</a></b>、<a href=\"https://laohu8.com/S/ATAI\">ATAI Life Sciences B.V.*</a>、<a href=\"https://laohu8.com/S/UNCY\">UNICYCIVE THERAPEUTICS, INC.</a>Waiting for listing in the United States. In May 2021, Kuaishou invested in Wanwu Xinsheng Group, forming a strategic portfolio with JD.COM.</p><p><a href=\"https://laohu8.com/S/01810\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/01919\">COSCO SHIPPING Holdings</a>、<a href=\"https://laohu8.com/S/00267\">CITIC Limited</a>Will officially join<b>FTSE China 50 Index</b>； While<a href=\"https://laohu8.com/S/00175.HK\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>、<a href=\"https://laohu8.com/S/09901\">New Oriental-S</a>Excluded index. FTSE China A50 Index joins Arowana and Zhifei Bio, and the excluded stocks are Zhonggong Education and Hengli Petrochemical. The change will take effect after the market closes on June 18.</p><p>Friday is<b>The second Four Witch Day of the year,</b>Stock index futures, stock index options, stock options and single stock futures all expire for delivery at the same time today. The simultaneous delivery of these four asset classes may bring violent market volatility, with bulls and shorts playing with each other. The impact on the stock market was most pronounced during the opening and closing sessions of the day.</p><p>In addition, investors can also look out for this week<b>US President Biden's negotiations on infrastructure plans and progress on major US antitrust reforms</b>。 On the morning of Saturday, June 19th, Beijing time, after the U.S. stock market closed on Friday,<b>Russell 1000 and Russell 2000 indexes to announce constituent stock updates</b>。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f85a7d6606dc76bae2a70c177e74aa88","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184301597","content_text":"摘要：\n\n 周一端午节，港股、A股休市一天，美股照常开市；\n\n\n 新股方面：隐形牙套龙头时代天使周三上市、美国国家癌症研究所负责人创办的肿瘤免疫治疗公司LYEL周四上市、背靠京东和快手的万物新生周五赴美上市……\n\n\n 财经事件方面：5月份国民经济运行情况新闻发布会，美联储、日本央行、瑞士央行等将公布利率决议，富时中国50指数调整将正式生效，年内第二个四巫日将至，美国高官出动：拜登周一参加北约峰会，周三与俄罗斯总统普京会晤；鲍威尔周四凌晨召开新闻发布会；\n\n\n 财报方面：甲骨文、水滴、Adobe等陆续发布财报。\n\n周一(6月14日)关键词：港股A股因端午节休市一天；拜登参加北约峰会6月14日（周一）为端午节，A股通、港股及港期休市一天。美股照常开市。\n北大西洋公约组织国家将在布鲁塞尔北约总部举行峰会，美国总统拜登将与北约其它国家领导人就北约从阿富汗撤军，以及北约30国的前途展开讨论。据媒体报道，欧盟希望借着美国总统拜登访欧之际结束两地关税之争。\n周二(6月15日)关键词：美国5月零售销售环比、甲骨文财报、尚乘数科IPO\n5月零售销售月率的表现将反映经济动能的表现情况，由于美国政府财政刺激效应逐步释放，在4月环比持平后，机构预计上月零售销售将出现环比0.8%的下降。\n据外媒报道，美国众议院金融服务委员会主席Maxine Waters定于6月15日就央行数字货币举行听证会，并将于6月30日就加密货币浪潮的影响举行听证会。\n美股盘前，趣店将发布业绩；美股盘后，甲骨文将发布业绩。\n新股方面，尚乘数科、Acurx Pharmaceuticals, LLC*将在美上市。尚乘数科母公司尚乘国际是尚乘集团旗下，尚乘集团是由李嘉诚的长江实业集团和和记黄埔创立。\n周三(6月16日)关键词：时代天使上市、5月份国民经济运行情况新闻发布会、普京拜登举行会晤新股方面，隐形牙套龙头时代天使于周二开启暗盘交易，在周三6月16日正式登陆港交所。\n此外，健康计划管理软件提供商Convey Holding Parent, Inc.、以色列商业洞察平台WalkMe Ltd.以及瑞士生物技术公司MOLECULAR PARTNERS AG将在美国上市。\n国家统计局表示，根据新闻发布工作统一安排，5月份国民经济运行情况新闻发布会由原计划的6月16日（周三）上午10时调整为6月16日下午15时举行。5月份规模以上工业生产月度报告、固定资产投资（不含农户）月度报告、房地产开发和销售情况月度报告、社会消费品零售总额月度报告以及能源生产情况月度报告等五个报告的发布时间相应调整为16日下午15时。\n俄罗斯总统普京与美国总统拜登将于瑞士日内瓦举行会晤。普京曾表示，不期待与拜登的会晤能对俄美关系有任何突破，但希望会晤以积极方式进行。\n周四(6月17日)关键词：美联储利率决议、鲍威尔召开新闻发布会、70个大中城市住宅销售价格月报、水滴/Adobe 财报、LYEL上市周四凌晨，美联储FOMC公布利率决议、政策声明及经济预期，市场预计美联储不会有大动作，但可能会调整对通胀的预估。美联储主席鲍威尔将在北京时间周四凌晨2点半召开新闻发布会，预计鲍威尔将继续维持鸽派立场。\n美股盘前，水滴将公布财报；美股盘后，Adobe将公布财报。\n新股中尤为值得注意的是，肿瘤免疫治疗公司Lyell Immunopharma, Inc.将在美上市。Lyell创始人、董事长Richard Klausner博士是细胞免疫治疗三巨头之一Juno Therapeutics和GRAIL公司的创始人，也是美国国家癌症研究所的负责人。早在2020年8月10日，药明巨诺-B宣布与Lyell签订合作协议，在中国及东南亚国家开发和商业化过继性T细胞疗法，用于肝癌治疗。\n周五(6月18日)关键词：富时罗素部分指数正式调整、优然牧业/万物新生上市、年内第二个四巫日新股方面，科济药业-B、中国乳业上游龙头优然牧业在港上市；万物新生、ATAI Life Sciences B.V.*、UNICYCIVE THERAPEUTICS, INC.等在美上市。在2021年5月，快手参投万物新生集团，与京东形成战略组合。\n小米集团-W、中远海控、中信股份将正式加入富时中国50指数；而吉利汽车、中国恒大、新东方-S被剔除指数。富时中国A50指数加入金龙鱼和智飞生物，被剔除的股票则有中公教育和恒力石化。该变更将于6月18日收盘后生效。\n周五是本年第二个四巫日，股指期货、股指期权、股票期权以及单一股票期货，都在今天同一时间到期交割。这四种资产类别同时交割有可能会带来剧烈的市场波动，多头空头相互博弈。对股市的影响在当天开盘和收盘的时段最为明显。\n此外，投资者本周内还可留意美国总统拜登的基建计划谈判和美国重大反垄断改革的进展。周五美股盘后即北京时间周六6月19日早上，罗素1000和罗素2000指数将宣布成份股更新。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":668608163,"gmtCreate":1664583815354,"gmtModify":1676537479500,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/668608163","repostId":"1132038640","repostType":4,"repost":{"id":"1132038640","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":1663840864,"share":"https://ttm.financial/m/news/1132038640?lang=en_US&edition=fundamental","pubTime":"2022-09-22 18:01","market":"sh","language":"zh","title":"Reminder: Arrangements for the closure of Hong Kong stocks and A shares on National Day and Double Ninth Festival","url":"https://stock-news.laohu8.com/highlight/detail?id=1132038640","media":"老虎资讯综合","summary":"中国国庆节与重阳节即将到来，港股和A股市场将受到影响。","content":"<p><html><head></head><body>Dear Investors:</p><p>With the arrival of China's National Day and Double Ninth Festival, the trading activities in Hong Kong market and A-share market will be affected. Keep an eye on when the stock market is closed and schedule your investment plans in advance. The specific closure arrangements are as follows:</p><p><img src=\"https://static.tigerbbs.com/34859bcd3aa96e09017a7d9bf33803b9\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>The Hong Kong market will be closed on Tuesday, October 4, 2022 for the Double Ninth Festival holiday.</p><p><img src=\"https://static.tigerbbs.com/98d9f458d67a4264998960febec22402\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p><b>Hong Kong stocks:</b></p><p>Closed on Tuesday, October 4th. The market will open as usual from Wednesday, October 5th.</p><p><b>A shares:</b></p><p>Closed from Monday, October 3 to Friday, October 7. The market will open as usual from Monday, October 10th.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed from Monday, October 3 to Friday, October 7. It will be open as usual from Monday, October 10.</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, September 29th through Friday, October 7th. It will be open as usual from Monday, October 10.</p><p><b>US, Australian and Singapore stocks traded as usual.</b></p><p></body></html></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>Reminder: Arrangements for the closure of Hong Kong stocks and A shares on National Day and Double Ninth Festival</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\">\nReminder: Arrangements for the closure of Hong Kong stocks and A shares on National Day and Double Ninth Festival\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-22 18:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Dear Investors:</p><p>With the arrival of China's National Day and Double Ninth Festival, the trading activities in Hong Kong market and A-share market will be affected. Keep an eye on when the stock market is closed and schedule your investment plans in advance. The specific closure arrangements are as follows:</p><p><img src=\"https://static.tigerbbs.com/34859bcd3aa96e09017a7d9bf33803b9\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>The Hong Kong market will be closed on Tuesday, October 4, 2022 for the Double Ninth Festival holiday.</p><p><img src=\"https://static.tigerbbs.com/98d9f458d67a4264998960febec22402\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p><b>Hong Kong stocks:</b></p><p>Closed on Tuesday, October 4th. The market will open as usual from Wednesday, October 5th.</p><p><b>A shares:</b></p><p>Closed from Monday, October 3 to Friday, October 7. The market will open as usual from Monday, October 10th.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed from Monday, October 3 to Friday, October 7. It will be open as usual from Monday, October 10.</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, September 29th through Friday, October 7th. It will be open as usual from Monday, October 10.</p><p><b>US, Australian and Singapore stocks traded as usual.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d6748d2cab65706b3d0ac543064a3bd","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132038640","content_text":"尊敬的投资者：中国国庆节与重阳节到来，香港市场和A股市场的交易活动将受到影响。请留意股市休市时间，并提前安排好您的投资计划。具体休市安排如下：香港市场将于2022年10月4日（星期二）因重阳节假期休市。港股：10月4日（周二）休市。10月5日（周三）起照常开市。A股：10月3日（周一）至10月7日（周五）休市。10月10日（周一）起照常开市。沪股通和深股通：10月3日（周一）至10月7日（周五）关闭。10月10日（周一）起照常开通。港股通：9月29日（周四）至10月7日（周五）关闭。10月10日（周一）起照常开通。美股、澳股、新加坡股市照常交易。","news_type":1,"symbols_score_info":{"HSI":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151229443,"gmtCreate":1625095515782,"gmtModify":1703735889976,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151229443","repostId":"2147275816","repostType":4,"repost":{"id":"2147275816","kind":"news","pubTimestamp":1625057765,"share":"https://ttm.financial/m/news/2147275816?lang=en_US&edition=fundamental","pubTime":"2021-06-30 20:56","market":"us","language":"zh","title":"Catching up to the top, plummeting, confused... Stock Market Inventory in the First Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2147275816","media":"格隆汇","summary":"时间如梭，不知不觉，再过几个小时，今年上半年的时光就这么交待了。\n虽说金钱永不眠，资本多无情，但回顾上半年全球资本市场的疯狂与荒诞，还是不免让人心生感慨。\n辛辛苦苦大半年，你赚到了吗？\n本文和你一起总","content":"<p>Time flew like a shuttle. Unconsciously, in a few hours, the time of the first half of this year would be explained.</p><p>Although money never sleeps and capital is ruthless, looking back at the madness and absurdity of the global capital market in the first half of the year, people can't help but feel emotional.</p><p><b>Have you earned more than half a year of hard work?</b></p><p>This article will summarize with you, take a look at the rise and fall of global assets in the first half of the year, look for the context of market capital development, and see if we can spy on the investment direction in the second half of the year.</p><p><h3><b>1</b></h3><h3><b>Review of the First Half of the Year: Feast and Hidden Worries of Global Assets</b></h3>Although the United States still has the last battle in the first half of the year tonight, the battle of asset price volatility ranking has basically settled.</p><p><b>In fact, in the first half of the year, commodities such as crude oil and nonferrous metals were the strongest, followed by stock markets of various countries, but this is also the second best record of the overall performance of global stock markets since 1998.</b></p><p>Crude oil can be regarded as a surge in the afterlife caused by the repair dividend of the epidemic. If the current oil price is compared with that of previous years, in fact, the price has not risen, but the stock market has indeed reached a record high in many countries, especially Vietnam, South Korea, India and other markets, which have been deeply affected by the epidemic this year, have even risen the most.</p><p><b>Behind this, the global crazy water release is indispensable.</b></p><p><img src=\"https://static.tigerbbs.com/f7bd29c65f0d6ab28954e4a08d07bfb7\" tg-width=\"731\" tg-height=\"1898\" referrerpolicy=\"no-referrer\"><b>In terms of U.S. stocks,</b>The three major indexes rose around 13%. Several of these trends are worth noting:</p><p><b>First, the economic revitalization plan of the United States has indeed achieved some results under the influence of massive water release,</b>The unilateral trend of S&P 500 Index and Dow Jones Index is obviously stable and stronger than that of Nasdaq;</p><p><b>Second, under the asset bubble, in fact, many central market capitalization stocks in several major markets have performed very well.</b>According to wind, monthly turnover in the three major U.S. markets has doubled from below $5 trillion in 2019 to exceeding $10 trillion at the beginning of this year. That doesn't mean a bubble, but it does<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>The phenomenon of stock trading is very hot, and investors are highly motivated to participate.</p><p><img src=\"https://static.tigerbbs.com/7e19bef62656c02b503a729b98984078\" tg-width=\"987\" tg-height=\"665\" referrerpolicy=\"no-referrer\"></p><p><b>Third, the valuation of the head technology leader has been fired to a historically high position, and many of them have increased by more than 30% year-on-year, which means the taste of bubble to some extent.</b></p><p><img src=\"https://static.tigerbbs.com/52876d447552d21c688014f3ba93405a\" tg-width=\"975\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p><p><b>with<a href=\"https://laohu8.com/S/AAPL\">Apple</a>For example,</b>In the past 10 years, Apple's valuation has fluctuated around 20 times on average, but it has broken through its own ceiling since last year, forcibly raising a whole level. If it is a new incremental business with higher growth since then, it can enjoy a higher valuation treatment than before, which is not a bad idea. However, judging from its business performance in the past two years and various anti-monopoly sanctions encountered one after another, this assumption does not.</p><p><img src=\"https://static.tigerbbs.com/d0e6ec77088c81a003104228c03f3193\" tg-width=\"980\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p>This can be seen from the financial report data in recent years, and Apple's performance growth even has a downward trend. The main reason for its soaring valuation in the past two years may depend more on the continuous massive release of water in the United States and its own continuous large-scale repurchase, which has maintained the stock price.</p><p><img src=\"https://static.tigerbbs.com/338e62968a9609dad3c2742847ee9007\" tg-width=\"984\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p><p>In fact, other FAAMG and other large companies have been repurchasing shares in large amounts in the past two years, which has become an important force in maintaining the stock price to a large extent.</p><p>However, in the first half of the year, Nasdaq and New York Stock Exchange surpassed Hong Kong Stock Exchange to become the two largest exchanges in IPO financing in the world, with a cumulative listing financing exceeding 575.7 billion USD. US stocks are still the hottest focus in the world.</p><p><img src=\"https://static.tigerbbs.com/6110967c03aec012e0cf27f7c526d1d5\" tg-width=\"1080\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p><p><b>A shares</b>If a few idioms are used to describe the overall performance of the first half of the year, it will be \"ups and downs, chicken feathers all over the place, and demons dancing wildly\". The guidance of the super roller coaster market in the first half of the year is still vivid in my mind. The final performance is that the Shanghai Composite Index and Shenzhen Component Index only rose by 3.45% and 4.8%, far less than the 14% and 17.3% of Science and Technology Innovation Board and GEM.</p><p><img src=\"https://static.tigerbbs.com/a0104188115a595909e090ae9f6802ef\" tg-width=\"979\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p><p><b>On the plate, the weighting is low, the growth is a demon, and the style characteristics of the subject matter are brought into full play</b>Driven by crude oil and nonferrous commodities, the whole traditional construction cycle industry has the strongest rise, followed by the continuous rise of the concept of green new energy, and again, the new three fools of biomedicine, consumption and technology. Others are short-term themes that can't be hot for more than three days, and often result in chicken feathers.</p><p>However, some people laugh, while others cry. Due to the change of macro policies and the superposition of market preferences, non-bank finance and home appliances became the bleakest sectors in the first half of the year, among which the leaders of their respective industries collapsed.</p><p><img src=\"https://static.tigerbbs.com/bc79e7ae4f9f5effaab99e0e7c985164\" tg-width=\"790\" tg-height=\"1772\" referrerpolicy=\"no-referrer\"></p><p>Looking back at the A-shares in the first half of the year, in the chaotic speculation of the theme set-up funds taking turns singing opera, there are actually several unshakable main lines that form a consensus.<b>New energy (automobile, photovoltaic), biomedicine (innovative drugs, medical beauty), new technology (Hongmeng,) high-end consumption (liquor, tax-free)</b>etc., precipitated a large amount of capital, and also put<a href=\"https://laohu8.com/S/300750\">CATL</a>Pushed to a trillion market capitalization,<a href=\"https://laohu8.com/S/002594\">BYD</a>Now it has also exceeded a record high of 700 billion.</p><p>In the first half of the year, A-share listing and financing were accelerating, with 284 listings, doubling simultaneously, raising 212.7 billion yuan, an increase of more than half.</p><p><img src=\"https://static.tigerbbs.com/fdc22644e25b836c2c78844af7aad447\" tg-width=\"711\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p>On the whole, the performance of A shares in the first half of the year is still good. At least the GEM has formed a bull market, and the market confidence has gradually shifted from worry to positive.</p><p><b>In terms of Hong Kong stocks, although in the first half of the year, the Hong Kong stock market continued to have super giant companies listed in Hong Kong, which attracted a large amount of incremental funds, the overall performance was still worse than that of A shares.</b>The Hang Seng Index is only 6%, and the state-owned enterprise index where domestic stocks are located is even negative.</p><p>There are actually several main reasons behind the weak trend of Hong Kong stocks.<b>Including the repeated impact of the epidemic, which led to the coldness of the financial real estate consumption industry, the national anti-monopoly hit the Internet giants with great weight, and the high valuation premium of listed stocks returning to Hong Kong at the beginning.</b></p><p>This can be reflected in the trend of Hang Seng New Economic Index, which is highly hoped by the capital market. After a roller coaster market,<b>The index is still digesting new logical changes, and these giants seem to have seriously abnormally high valuations.</b></p><p><img src=\"https://static.tigerbbs.com/53938955fe681bc0076dc9d5d8e3d702\" tg-width=\"914\" tg-height=\"701\" referrerpolicy=\"no-referrer\"></p><p>Hong Kong stocks as<a href=\"https://laohu8.com/S/00170\">PRC CAPITAL</a>One of the important markets for sea transit, the IPO market has been extremely hot. Although it was stolen by US stocks this year, it actually performed very well. In the first half of the year, 46 new listings were raised, raising HK$213.2 billion, a year-on-year increase of 130%.<b>Including Aauto Quicker, JD.COM,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, Ctrip,<a href=\"https://laohu8.com/S/ATHM\">Autohome</a>Equal Star Company</b>。</p><p><img src=\"https://static.tigerbbs.com/ae59433c0ab8709950d884d18a0f906d\" tg-width=\"946\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p><p>In terms of commodities, the impact of last year's epidemic on the upstream supply side, the strong recovery of the downstream demand side this year, the agricultural output crisis, especially in the context of global water release, crude oil energy chemical, copper, aluminum, iron,<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>The combined resonance makes global commodities soar like wild horses.</p><p><b>Up to now, all the major factors affecting commodities have not seen obvious changes. Under the current serious imbalance between supply and demand, it is easy to rise but difficult to fall.</b></p><p>In addition, I have to talk about cryptocurrency. In this round of super roller coaster, before it fell, under the back and forth churning of Musk, the godfather of coin speculation, Bitcoin once doubled, and the altcoin speculation was even more crazy in an all-round way, with dozens of times or even hundreds of times of increase, 400 times of dogecoin and 20,000 times of shit coin, which constantly aroused the national attention and anxiety of the currency, and finally ushered in the strict ban of various countries. Overnight, the wealth of countless leveraged coin speculation accounts was wiped out.</p><p><img src=\"https://static.tigerbbs.com/b1d822121fdb50a88085adeae51e7a15\" tg-width=\"898\" tg-height=\"568\" referrerpolicy=\"no-referrer\"></p><p>Cryptocurrency can be said to be an abnormal market overflowing by the global liquidity flood. In just a few months, it has been hailed as the core asset of the future to the hype logic now, which is embarrassing!</p><p>Summarizing the global asset performance in the first half of the year, it can be seen that the global continuous water release is a common factor. Even under the background that the epidemic has impacted the economic operation and most enterprises are facing the downward pressure of operating performance, the asset price side can still be boosted by massive water release to strengthen future expectations. This is also the reason why global assets have risen all the way out of the economy from last year to now.</p><p><h3><b>2</b></h3><h3><b>Second Half Outlook: Where Are Investment Opportunities?</b></h3>The underlying factors affecting the volatility of asset prices are nothing more than<b>Liquidity, supply and demand, economy, policy</b>Aspects.</p><p>In the first half of the year, except for a few countries in the world, the overall economy took the route of repair, which laid the foundation for the strengthening of the capital market.</p><p>However, there are also many problems caused by water release, including<b>Persistently high inflation, structural overheating of the economy, increasing imbalances between supply and demand, soaring asset price bubbles, etc.</b></p><p>The aforementioned problems currently facing the United States are particularly prominent. No matter the price increase of industrial supplies, real estate, consumer goods, etc., it is constantly creating new heights. The CPI of the United States soared to 5% in May, which was the level before the financial crisis broke out that year.</p><p>The government debt ratio of the United States has reached a 150-year high, and Biden is still increasing the amount by trillions, constantly testing the bottom line of the market.</p><p>Up to now, tightening liquidity to prevent overheating of the economic structure and stabilize inflation expectations has become a consideration that the United States has to face, and it has gradually become the consensus expectation of the global market.</p><p><b>However, once it is really tightened, the logic of the global capital market will undergo a fundamental shift, especially at the moment when the asset bubble is obvious, and the risk impact is no less than that of \"king bombing\".</b></p><p>For China, there are still significant economic and market worries in the second half of the year.</p><p>In the past year, China's economy has performed well in the epidemic, mainly due to the growth of exports. In most countries in the world, especially the major consumer markets-Europe and the United States, when production and life were deeply plagued by the epidemic, China resumed work and production as quickly as possible because of its strong control of the epidemic, and with its existing manufacturing capacity, it exported products for the world, and received this wave of global epidemic dividends.</p><p><b>But now, the vaccination rate in Europe and the United States is getting higher and higher. Many countries and regions have resumed normal production and life, and the demand for Chinese export products will gradually weaken. There is little chance that we want to continue to eat foreign trade dividends.</b></p><p>However, the other two growth drivers-investment and consumption-can't give much hope. In the three major blocks of investment, it is difficult for the manufacturing industry to expand, and the infrastructure has been done well. In recent months, the operating rate of some major industrial sectors has shown signs of decline.</p><p><img src=\"https://static.tigerbbs.com/ee8a0552d2f6969db76cedffbe1e0fc3\" tg-width=\"905\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p><p>The trend of China's PMI data and social finance data in recent months also clearly shows the downward trend.</p><p><img src=\"https://static.tigerbbs.com/00d3462d319f9ea67b7652a6679c678d\" tg-width=\"915\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p><p>Although real estate can be used as a short-term stimulus, it will go back to the old road of water stimulation. Moreover, there is actually not much room for domestic housing prices to operate. In addition, the central government keeps reiterating that \"housing is not for speculation\", and the road of real estate is basically blocked.</p><p>Can you hope for consumption? That depends<a href=\"https://laohu8.com/S/603883\">Ordinary people</a>How much money is still in his pocket? Looking at the current residents' willingness to spend, it seems not very optimistic. Even though the country has done a lot of things, controlling housing prices, killing off-campus education, and releasing three children, from the perspective of consumption growth, it shows a downward trend.</p><p><b>Therefore, the economic fundamentals in the second half of the year are still under pressure, and the stock market, as a barometer of the economy, will naturally be under pressure.</b>Although theoretically, if the state adjusts liquidity, the pressure on the stock market can be alleviated. The problem is that this is unknown, not to mention the possible water collection behavior of the Federal Reserve.</p><p><b>Therefore, don't expect too much for the market in the second half of the year, especially for US stocks. No one can tell when rate hike, a gray rhino, will come. The same goes for other commodity assets, and cryptocurrencies are even less important.</b></p><p><b>But for A shares, it is not without opportunities.</b></p><p>Funds always need to find a way out, and they tend to look for structural opportunities when macro fundamentals are under pressure.</p><p>Since the beginning of this year, although the popular main lines such as photovoltaics, carbon neutrality, new energy vehicles (smart vehicles), semiconductors, biomedicine, big data, 5G communication applications and new consumption have been generally speculated high,<b>However, in the long run, these are still sectors with certainty of growth, and they are also the places where funds have always loved to go. Their future trend will still be a spiral upward trend. If you can survive it, every callback may be an opportunity to get on the bus.</b></p><p>Another trend is that the current fund scale has exceeded 22 trillion yuan, and it has increasingly become an important influencing force of A shares.<b>According to statistics, up to June, the scale of funds available to buy A shares is still about 832.1 billion yuan, which is enough to set off a huge wave for A shares.</b></p><p><img src=\"https://static.tigerbbs.com/8e50a0054df2fa81074420fc304a4a7a\" tg-width=\"950\" tg-height=\"581\" referrerpolicy=\"no-referrer\"></p><p>In view of the fact that the past performance of funds in the past two years is generally obviously stronger than that of the market, it is also a trick to make money by simply handing over the money to excellent fund managers and letting professionals do professional things, and it can also help us save the anxiety of not knowing what to invest to a large extent.</p><p><h3><b>3</b></h3><h3><b>epilogue</b></h3>Recently, many institutions have also released strategy reports for the second half of the year, which are generally similar to the ideas of this article, so the market consensus is still very strong.</p><p>Investment often tests people's vision and determination only when the direction is unclear. The ups and downs of the market in the second half of the year will still appear. Many people may float and disappear in this fluctuation again and again, but some people will seize the opportunity to get on the right car in every callback.</p><p>In the first half of the year, US stocks continued to hit a new high, and A-share Hong Kong stocks were still stumbling, and even the direction did not come out completely, which really made everyone feel uncomfortable.</p><p>I hope that what I didn't earn in the first half of the year can be earned back in the second half of the year.</p>","source":"stock_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Catching up to the top, plummeting, confused... Stock Market Inventory in the First Half of 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCatching up to the top, plummeting, confused... Stock Market Inventory in the First Half of 2021\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-06-30 20:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Time flew like a shuttle. Unconsciously, in a few hours, the time of the first half of this year would be explained.</p><p>Although money never sleeps and capital is ruthless, looking back at the madness and absurdity of the global capital market in the first half of the year, people can't help but feel emotional.</p><p><b>Have you earned more than half a year of hard work?</b></p><p>This article will summarize with you, take a look at the rise and fall of global assets in the first half of the year, look for the context of market capital development, and see if we can spy on the investment direction in the second half of the year.</p><p><h3><b>1</b></h3><h3><b>Review of the First Half of the Year: Feast and Hidden Worries of Global Assets</b></h3>Although the United States still has the last battle in the first half of the year tonight, the battle of asset price volatility ranking has basically settled.</p><p><b>In fact, in the first half of the year, commodities such as crude oil and nonferrous metals were the strongest, followed by stock markets of various countries, but this is also the second best record of the overall performance of global stock markets since 1998.</b></p><p>Crude oil can be regarded as a surge in the afterlife caused by the repair dividend of the epidemic. If the current oil price is compared with that of previous years, in fact, the price has not risen, but the stock market has indeed reached a record high in many countries, especially Vietnam, South Korea, India and other markets, which have been deeply affected by the epidemic this year, have even risen the most.</p><p><b>Behind this, the global crazy water release is indispensable.</b></p><p><img src=\"https://static.tigerbbs.com/f7bd29c65f0d6ab28954e4a08d07bfb7\" tg-width=\"731\" tg-height=\"1898\" referrerpolicy=\"no-referrer\"><b>In terms of U.S. stocks,</b>The three major indexes rose around 13%. Several of these trends are worth noting:</p><p><b>First, the economic revitalization plan of the United States has indeed achieved some results under the influence of massive water release,</b>The unilateral trend of S&P 500 Index and Dow Jones Index is obviously stable and stronger than that of Nasdaq;</p><p><b>Second, under the asset bubble, in fact, many central market capitalization stocks in several major markets have performed very well.</b>According to wind, monthly turnover in the three major U.S. markets has doubled from below $5 trillion in 2019 to exceeding $10 trillion at the beginning of this year. That doesn't mean a bubble, but it does<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>The phenomenon of stock trading is very hot, and investors are highly motivated to participate.</p><p><img src=\"https://static.tigerbbs.com/7e19bef62656c02b503a729b98984078\" tg-width=\"987\" tg-height=\"665\" referrerpolicy=\"no-referrer\"></p><p><b>Third, the valuation of the head technology leader has been fired to a historically high position, and many of them have increased by more than 30% year-on-year, which means the taste of bubble to some extent.</b></p><p><img src=\"https://static.tigerbbs.com/52876d447552d21c688014f3ba93405a\" tg-width=\"975\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p><p><b>with<a href=\"https://laohu8.com/S/AAPL\">Apple</a>For example,</b>In the past 10 years, Apple's valuation has fluctuated around 20 times on average, but it has broken through its own ceiling since last year, forcibly raising a whole level. If it is a new incremental business with higher growth since then, it can enjoy a higher valuation treatment than before, which is not a bad idea. However, judging from its business performance in the past two years and various anti-monopoly sanctions encountered one after another, this assumption does not.</p><p><img src=\"https://static.tigerbbs.com/d0e6ec77088c81a003104228c03f3193\" tg-width=\"980\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p>This can be seen from the financial report data in recent years, and Apple's performance growth even has a downward trend. The main reason for its soaring valuation in the past two years may depend more on the continuous massive release of water in the United States and its own continuous large-scale repurchase, which has maintained the stock price.</p><p><img src=\"https://static.tigerbbs.com/338e62968a9609dad3c2742847ee9007\" tg-width=\"984\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p><p>In fact, other FAAMG and other large companies have been repurchasing shares in large amounts in the past two years, which has become an important force in maintaining the stock price to a large extent.</p><p>However, in the first half of the year, Nasdaq and New York Stock Exchange surpassed Hong Kong Stock Exchange to become the two largest exchanges in IPO financing in the world, with a cumulative listing financing exceeding 575.7 billion USD. US stocks are still the hottest focus in the world.</p><p><img src=\"https://static.tigerbbs.com/6110967c03aec012e0cf27f7c526d1d5\" tg-width=\"1080\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p><p><b>A shares</b>If a few idioms are used to describe the overall performance of the first half of the year, it will be \"ups and downs, chicken feathers all over the place, and demons dancing wildly\". The guidance of the super roller coaster market in the first half of the year is still vivid in my mind. The final performance is that the Shanghai Composite Index and Shenzhen Component Index only rose by 3.45% and 4.8%, far less than the 14% and 17.3% of Science and Technology Innovation Board and GEM.</p><p><img src=\"https://static.tigerbbs.com/a0104188115a595909e090ae9f6802ef\" tg-width=\"979\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p><p><b>On the plate, the weighting is low, the growth is a demon, and the style characteristics of the subject matter are brought into full play</b>Driven by crude oil and nonferrous commodities, the whole traditional construction cycle industry has the strongest rise, followed by the continuous rise of the concept of green new energy, and again, the new three fools of biomedicine, consumption and technology. Others are short-term themes that can't be hot for more than three days, and often result in chicken feathers.</p><p>However, some people laugh, while others cry. Due to the change of macro policies and the superposition of market preferences, non-bank finance and home appliances became the bleakest sectors in the first half of the year, among which the leaders of their respective industries collapsed.</p><p><img src=\"https://static.tigerbbs.com/bc79e7ae4f9f5effaab99e0e7c985164\" tg-width=\"790\" tg-height=\"1772\" referrerpolicy=\"no-referrer\"></p><p>Looking back at the A-shares in the first half of the year, in the chaotic speculation of the theme set-up funds taking turns singing opera, there are actually several unshakable main lines that form a consensus.<b>New energy (automobile, photovoltaic), biomedicine (innovative drugs, medical beauty), new technology (Hongmeng,) high-end consumption (liquor, tax-free)</b>etc., precipitated a large amount of capital, and also put<a href=\"https://laohu8.com/S/300750\">CATL</a>Pushed to a trillion market capitalization,<a href=\"https://laohu8.com/S/002594\">BYD</a>Now it has also exceeded a record high of 700 billion.</p><p>In the first half of the year, A-share listing and financing were accelerating, with 284 listings, doubling simultaneously, raising 212.7 billion yuan, an increase of more than half.</p><p><img src=\"https://static.tigerbbs.com/fdc22644e25b836c2c78844af7aad447\" tg-width=\"711\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p>On the whole, the performance of A shares in the first half of the year is still good. At least the GEM has formed a bull market, and the market confidence has gradually shifted from worry to positive.</p><p><b>In terms of Hong Kong stocks, although in the first half of the year, the Hong Kong stock market continued to have super giant companies listed in Hong Kong, which attracted a large amount of incremental funds, the overall performance was still worse than that of A shares.</b>The Hang Seng Index is only 6%, and the state-owned enterprise index where domestic stocks are located is even negative.</p><p>There are actually several main reasons behind the weak trend of Hong Kong stocks.<b>Including the repeated impact of the epidemic, which led to the coldness of the financial real estate consumption industry, the national anti-monopoly hit the Internet giants with great weight, and the high valuation premium of listed stocks returning to Hong Kong at the beginning.</b></p><p>This can be reflected in the trend of Hang Seng New Economic Index, which is highly hoped by the capital market. After a roller coaster market,<b>The index is still digesting new logical changes, and these giants seem to have seriously abnormally high valuations.</b></p><p><img src=\"https://static.tigerbbs.com/53938955fe681bc0076dc9d5d8e3d702\" tg-width=\"914\" tg-height=\"701\" referrerpolicy=\"no-referrer\"></p><p>Hong Kong stocks as<a href=\"https://laohu8.com/S/00170\">PRC CAPITAL</a>One of the important markets for sea transit, the IPO market has been extremely hot. Although it was stolen by US stocks this year, it actually performed very well. In the first half of the year, 46 new listings were raised, raising HK$213.2 billion, a year-on-year increase of 130%.<b>Including Aauto Quicker, JD.COM,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, Ctrip,<a href=\"https://laohu8.com/S/ATHM\">Autohome</a>Equal Star Company</b>。</p><p><img src=\"https://static.tigerbbs.com/ae59433c0ab8709950d884d18a0f906d\" tg-width=\"946\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p><p>In terms of commodities, the impact of last year's epidemic on the upstream supply side, the strong recovery of the downstream demand side this year, the agricultural output crisis, especially in the context of global water release, crude oil energy chemical, copper, aluminum, iron,<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>The combined resonance makes global commodities soar like wild horses.</p><p><b>Up to now, all the major factors affecting commodities have not seen obvious changes. Under the current serious imbalance between supply and demand, it is easy to rise but difficult to fall.</b></p><p>In addition, I have to talk about cryptocurrency. In this round of super roller coaster, before it fell, under the back and forth churning of Musk, the godfather of coin speculation, Bitcoin once doubled, and the altcoin speculation was even more crazy in an all-round way, with dozens of times or even hundreds of times of increase, 400 times of dogecoin and 20,000 times of shit coin, which constantly aroused the national attention and anxiety of the currency, and finally ushered in the strict ban of various countries. Overnight, the wealth of countless leveraged coin speculation accounts was wiped out.</p><p><img src=\"https://static.tigerbbs.com/b1d822121fdb50a88085adeae51e7a15\" tg-width=\"898\" tg-height=\"568\" referrerpolicy=\"no-referrer\"></p><p>Cryptocurrency can be said to be an abnormal market overflowing by the global liquidity flood. In just a few months, it has been hailed as the core asset of the future to the hype logic now, which is embarrassing!</p><p>Summarizing the global asset performance in the first half of the year, it can be seen that the global continuous water release is a common factor. Even under the background that the epidemic has impacted the economic operation and most enterprises are facing the downward pressure of operating performance, the asset price side can still be boosted by massive water release to strengthen future expectations. This is also the reason why global assets have risen all the way out of the economy from last year to now.</p><p><h3><b>2</b></h3><h3><b>Second Half Outlook: Where Are Investment Opportunities?</b></h3>The underlying factors affecting the volatility of asset prices are nothing more than<b>Liquidity, supply and demand, economy, policy</b>Aspects.</p><p>In the first half of the year, except for a few countries in the world, the overall economy took the route of repair, which laid the foundation for the strengthening of the capital market.</p><p>However, there are also many problems caused by water release, including<b>Persistently high inflation, structural overheating of the economy, increasing imbalances between supply and demand, soaring asset price bubbles, etc.</b></p><p>The aforementioned problems currently facing the United States are particularly prominent. No matter the price increase of industrial supplies, real estate, consumer goods, etc., it is constantly creating new heights. The CPI of the United States soared to 5% in May, which was the level before the financial crisis broke out that year.</p><p>The government debt ratio of the United States has reached a 150-year high, and Biden is still increasing the amount by trillions, constantly testing the bottom line of the market.</p><p>Up to now, tightening liquidity to prevent overheating of the economic structure and stabilize inflation expectations has become a consideration that the United States has to face, and it has gradually become the consensus expectation of the global market.</p><p><b>However, once it is really tightened, the logic of the global capital market will undergo a fundamental shift, especially at the moment when the asset bubble is obvious, and the risk impact is no less than that of \"king bombing\".</b></p><p>For China, there are still significant economic and market worries in the second half of the year.</p><p>In the past year, China's economy has performed well in the epidemic, mainly due to the growth of exports. In most countries in the world, especially the major consumer markets-Europe and the United States, when production and life were deeply plagued by the epidemic, China resumed work and production as quickly as possible because of its strong control of the epidemic, and with its existing manufacturing capacity, it exported products for the world, and received this wave of global epidemic dividends.</p><p><b>But now, the vaccination rate in Europe and the United States is getting higher and higher. Many countries and regions have resumed normal production and life, and the demand for Chinese export products will gradually weaken. There is little chance that we want to continue to eat foreign trade dividends.</b></p><p>However, the other two growth drivers-investment and consumption-can't give much hope. In the three major blocks of investment, it is difficult for the manufacturing industry to expand, and the infrastructure has been done well. In recent months, the operating rate of some major industrial sectors has shown signs of decline.</p><p><img src=\"https://static.tigerbbs.com/ee8a0552d2f6969db76cedffbe1e0fc3\" tg-width=\"905\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p><p>The trend of China's PMI data and social finance data in recent months also clearly shows the downward trend.</p><p><img src=\"https://static.tigerbbs.com/00d3462d319f9ea67b7652a6679c678d\" tg-width=\"915\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p><p>Although real estate can be used as a short-term stimulus, it will go back to the old road of water stimulation. Moreover, there is actually not much room for domestic housing prices to operate. In addition, the central government keeps reiterating that \"housing is not for speculation\", and the road of real estate is basically blocked.</p><p>Can you hope for consumption? That depends<a href=\"https://laohu8.com/S/603883\">Ordinary people</a>How much money is still in his pocket? Looking at the current residents' willingness to spend, it seems not very optimistic. Even though the country has done a lot of things, controlling housing prices, killing off-campus education, and releasing three children, from the perspective of consumption growth, it shows a downward trend.</p><p><b>Therefore, the economic fundamentals in the second half of the year are still under pressure, and the stock market, as a barometer of the economy, will naturally be under pressure.</b>Although theoretically, if the state adjusts liquidity, the pressure on the stock market can be alleviated. The problem is that this is unknown, not to mention the possible water collection behavior of the Federal Reserve.</p><p><b>Therefore, don't expect too much for the market in the second half of the year, especially for US stocks. No one can tell when rate hike, a gray rhino, will come. The same goes for other commodity assets, and cryptocurrencies are even less important.</b></p><p><b>But for A shares, it is not without opportunities.</b></p><p>Funds always need to find a way out, and they tend to look for structural opportunities when macro fundamentals are under pressure.</p><p>Since the beginning of this year, although the popular main lines such as photovoltaics, carbon neutrality, new energy vehicles (smart vehicles), semiconductors, biomedicine, big data, 5G communication applications and new consumption have been generally speculated high,<b>However, in the long run, these are still sectors with certainty of growth, and they are also the places where funds have always loved to go. Their future trend will still be a spiral upward trend. If you can survive it, every callback may be an opportunity to get on the bus.</b></p><p>Another trend is that the current fund scale has exceeded 22 trillion yuan, and it has increasingly become an important influencing force of A shares.<b>According to statistics, up to June, the scale of funds available to buy A shares is still about 832.1 billion yuan, which is enough to set off a huge wave for A shares.</b></p><p><img src=\"https://static.tigerbbs.com/8e50a0054df2fa81074420fc304a4a7a\" tg-width=\"950\" tg-height=\"581\" referrerpolicy=\"no-referrer\"></p><p>In view of the fact that the past performance of funds in the past two years is generally obviously stronger than that of the market, it is also a trick to make money by simply handing over the money to excellent fund managers and letting professionals do professional things, and it can also help us save the anxiety of not knowing what to invest to a large extent.</p><p><h3><b>3</b></h3><h3><b>epilogue</b></h3>Recently, many institutions have also released strategy reports for the second half of the year, which are generally similar to the ideas of this article, so the market consensus is still very strong.</p><p>Investment often tests people's vision and determination only when the direction is unclear. The ups and downs of the market in the second half of the year will still appear. Many people may float and disappear in this fluctuation again and again, but some people will seize the opportunity to get on the right car in every callback.</p><p>In the first half of the year, US stocks continued to hit a new high, and A-share Hong Kong stocks were still stumbling, and even the direction did not come out completely, which really made everyone feel uncomfortable.</p><p>I hope that what I didn't earn in the first half of the year can be earned back in the second half of the year.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/472711\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad2dd670f9557c66480c84fc5e4bd415","relate_stocks":{".DJI":"道琼斯","HSI":"恒生指数"},"source_url":"https://www.gelonghui.com/p/472711","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147275816","content_text":"时间如梭，不知不觉，再过几个小时，今年上半年的时光就这么交待了。\n虽说金钱永不眠，资本多无情，但回顾上半年全球资本市场的疯狂与荒诞，还是不免让人心生感慨。\n辛辛苦苦大半年，你赚到了吗？\n本文和你一起总结一下，看看上半年全球的资产的兴兴落落，寻找市场资本发展的脉络，看能否窥探下半年的投资方向又在哪里。\n1\n上半年回顾：全球资产的盛宴与隐忧\n虽然今晚美国还有上半年的最后一战，但资产价格波动排位大战已基本尘埃落定。\n实际上，在上半年全球大类资产表现中，原油及有色等大宗商品是最强的，其次才是各国股市，但这也已是全球股市整体表现自从1998年以来第二好的记录了。\n原油算是享受疫情修复红利带来的死而后生式暴涨，如果拿当下的油价与前几年的相比，其实价格并没有涨上去，但股市确实是在很多国家都创出了历史新高，尤其今年还深受疫情冲击的越南、韩国、印度等市场甚至涨势最凶。\n这背后，全球性的疯狂放水功不可没。\n美股方面，三大指数涨幅约在13%附近。其中有几个趋势值得注意：\n一是美国的经济重振计划在海量放水影响下确实有所成效，标普500指数及道琼斯指数的单边趋势明显稳健强势于纳指；\n二是资产泡沫下，实际上几大市场很多中部市值股的表现都很强。据wind，美国三大市场的月成交从2019年的5万亿美元以下持续飙升至今年初破十万亿美元，翻了一番。虽然这并不能说明有泡沫，但能意味全民炒股现象很热，股民参与积极性很高。\n\n三是头部的科技龙头估值被炒到了历史偏高位置，很多同比上升有超30%，这一定程度上意味着泡沫的味道。\n\n以苹果为例，近10年以来苹果的估值平均在大概20倍附近波动，但去年开始就突破自身天花板，硬生生提升了一整个大level。如果它是从此有了更高成长性的新增量业务能让它享受比以往更高的估值待遇，未尝不可。但从近两年其业务表现，以及相继遇到的各种反垄断制裁看，这个假设并没有。\n\n这可以从近几年的财报数据看，苹果业绩增长甚至有下降趋势。而其近两年估值飙涨的主要原因，可能更多依赖于美国的持续海量放水以及自身通过不断大手笔回购，维护了股价。\n\n其实，其他FAAMG以及其他更多的大公司，都在这两年不断进行大额回购股票，很大程度上成为维护股价的重要力量。\n不过，上半年纳斯达克、纽交所超越港交所重新成为在全球IPO融资最大的两大交易所，累计上市融资超5757亿美元，美股依然是全球最热的重心。\n\nA股方面，如果是用几个成语来形容上半年的整体表现，那会是“大起大落、一地鸡毛、群魔乱舞”。上半年的超级过山车行情指导现在还历历在目，最终的表现是：沪指、深成指仅涨了3.45%、4.8%，远不及科创板和创业板的14%、17.3%。\n\n在板块上，权重低迷，成长作妖，题材乱炒的风格特征发挥的淋漓尽致，在原油、有色大宗商品带动下，整个传统建筑周期行业涨势最强，其次是绿色新能源概念的持续大涨，再次是生物医药、消费、科技这新三傻。其他的都是热不过三天的短线题材，往往结果一地鸡毛。\n但有人笑，也有人哭，由于宏观政策转变叠加市场偏好，导致非银金融及家电成为上半年最惨淡板块，其中又是各自行业龙头带崩。\n\n回顾上半年的A股，在题材搭台资金轮流唱戏的乱炒中，实际也有几个雷打不动的主线形成共识，新能源（汽车、光伏）、生物医药（创新药、医美）、新科技（鸿蒙、）高端消费（白酒，免税）等，沉淀了海量的资本，也把宁德时代推向了万亿市值，比亚迪现在也超过7千亿的历史新高。\n上半年的A股上市融资在加快，共有284家上市，同步翻倍，募集资金2127亿元，增长过半。\n\n整体看，上半年的A股还是表现算可以了，起码创业板形成了牛市的态势，市场信心也逐渐由担忧转向偏积极。\n港股方面，虽然上半年的港股市场不断有超级巨头公司赴港上市，为之引来了海量的增量资金，但整体表现依然更差于A股，恒指只有6%，内资股所在的国企指数甚至是负数。\n港股的弱势走势，背后其实有几个主要原因，包括疫情反复冲击，导致金融地产消费行业走冷、国家反垄断对作为大权重的互联网巨头打击、回港上市股开局估值溢价过高等。\n这可以从被资本市场给予厚望的恒生新经济指数走势中体现，走了一波过山车行情之后，指数仍在消化新逻辑变化之下，这些巨头们显得严重畸高的估值。\n\n港股作为中国资本出海中转的重要市场之一，IPO市场一直火热无比，今年虽然被美股抢了风头，其实也表现还很好。上半年累计新上市46家，募资2132亿港元，同比增了130%，其中包括快手，京东、百度、B站、携程、汽车之家等明星公司。\n\n大宗商品方面，去年的疫情对上游供应端冲击、叠加今年下游需求端的强势修复，农业产量危机、尤其在全球大放水背景下，原油能化、铜铝铁、农产品等联合共振，让全球大宗商品如同放缰野马，狂涨不止。\n截止目前，影响大宗商品的各大因素都还没看到明显转变，在当前供需严重失衡格局下，易涨难跌还在持续。\n此外还不得不说一下加密货币。在这一轮超级过山车中，在未跌之前，在炒币教父马斯克的来回翻腾下，比特币一度翻倍，山寨币炒作更是全面癫狂，不断出现数十倍，甚至上百倍涨幅，狗狗币400倍，屎币2万倍，不断引发全民关注与币民焦虑，也最终迎来各国的严令封杀，在一夜之间，无数上杠杆炒币的账户财富灰飞烟灭。\n\n加密货币可以说是全球流动性泛滥所溢出的畸形市场，短短数月就从被捧为未来核心资产到如今炒作逻辑都被打的稀巴烂，令人唏嘘！\n总结上半年全球资产表现，可以看出全球持续放水是共同因素，即使是在疫情冲击经济运行，企业层面多数面临经营业绩下滑压力的背景下，资产价格端依然可以通过海量放水强化未来预期来提振。这也是从去年到现在，全球资产一路脱离经济面大涨原因。\n2\n下半年展望：投资机遇在哪里？\n影响资产价格波动的底层因素不外乎流动性、供需、经济、政策方面。\n上半年，全球除了少部分国家，整体经济是走修复路线的，这是为资本市场走强打下了基础。\n但放水导致的问题也很多，包括持续高企的通胀、经济结构性过热、供需加剧失衡、资产价格泡沫飙升等。\n美国目前面临的上述问题尤其突出。无论工业用品、房地产、居民消费品等价格的涨幅，都不断在创造新高度。美国5月的CPI都飙到了5%，那是当年金融危机爆发前的水平。\n美国的政府债务率已经创150年新高，拜登还在万亿万亿地加量，不断试探市场的底线。\n到如今，通过收紧流动性来预防经济结构过热，稳定通胀预期，成为美国不得不面临的考虑，也逐渐成为全球市场的一致预期。\n但一旦真的收紧，全球资本市场的逻辑都会发生根本性转向，尤其在资产泡沫化明显的当下，风险影响不亚于“王炸”。\n对中国而言，下半年经济面及市场的隐忧都仍然很大。\n过去一年，中国经济能够在疫情中有不错的表现，主要原因是出口的增长，在全球大部分国家尤其是主要的消费市场--欧美，深受疫情困扰生产生活停滞之时，中国因为强力管控疫情，最快复工复产，加上本就拥有的制造业能力，为全球输出产品，吃到了这波全球疫情红利。\n但现在，欧美的疫苗接种率越来越高，不少国家和地区都已经恢复正常的生产生活，对中国出口产品的需求也会逐渐减弱，还想继续吃外贸红利，机会不大。\n而另外两个增长动力--投资和消费，也不可能给予太大希望，投资的三大块，制造业很难有扩张，基建也已经做得七七八八，近几个月已有一些主要工业部门开工率已经有回落迹象。\n\n近月的中国PMI数据和社融数据趋势，也明显看出了下行的趋势。\n\n而房地产虽然可以作为短期刺激手段，但又会走回放水刺激的老路，而且现在国内的房价，其实也没有太多可操作的空间，加上中央不断重申“房住不炒”，房地产这条路也基本堵死了。\n消费能寄望一下吗？那得看老百姓兜里还有多少钱，看看现在的居民消费意愿，貌似也没有很乐观。即使国家做了很多事，控房价、杀校外教育、放开三胎，但从消费增速上看，呈现的是下滑态势。\n所以下半年的经济基本面，还是承压的，股市作为经济的晴雨表，自然也会压力重重。虽然理论上，如果国家对流动性作出调节，那么股市的压力是可以缓解，问题就在于这个都是未知之数，何况还要面对美联储可能出现的收水行为。\n所以，下半年的行情不要寄望太多，尤其对于美股，谁也说不清楚加息这个灰犀牛什么时候会来。其他大宗商品资产也一样，加密货币就更加不用看了。\n但对A股来说，也不是没有机会。\n资金总是需要找寻出路的，在宏观基本面受压的情况下，它们会倾向于寻找结构性的机会。\n今年以来的光伏、碳中和、新能源车（智能汽车）、半导体、生物医药、大数据、5G通信应用、新消费等热门主线虽然已经普遍炒很高了，但从长远看，这些仍然是具备增长确定性板块，也是资金一直最爱去的地方，其未来的走势仍然会是螺旋上升态势，如果熬得住，每一次的回调，都可能是上车机会。\n另外一个趋势是，现在的基金规模已经超过22万亿，越来越成为了A股重要影响力量。据统计到6月为止可用于买A股的资金规模还有大约8321亿元，这个力量，足以对A股掀起滔天巨浪。\n\n鉴于近两年基金的往期表现普遍明显强于大市，所以直接干脆点，把钱买交给优秀基金经理打理，让专业人做专业事，也不失为一个躺赚的取巧方式，也很大程度上能帮我们省去不知道该投资什么的焦虑。\n3\n结语\n在近期，陆续有很多机构也发布下半年的策略报告，大体上跟本文的思路差不多，所以市场共识还是很强的。\n投资往往在方向不明朗的才能考验人的眼光和定力。下半年的市场大起大落依然还会出现，很多人可能这一次次波动中漂着漂着就不见踪影了，但也会有人在每一次回调中抓住机会上对了车。\n上半年美股继续创新高，A股港股还在跌跌撞撞，连方向都没完全走出来，确实让大家憋得难受。\n希望上半年没赚到的，下半年都能赚回来吧。","news_type":1,"symbols_score_info":{"HSI":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184608205,"gmtCreate":1623711519007,"gmtModify":1704209063950,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184608205","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ 戳我即可參與活動 \u0001如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118733161,"gmtCreate":1622761412753,"gmtModify":1704190504069,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"ddffffftygh","listText":"ddffffftygh","text":"ddffffftygh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118733161","isVote":1,"tweetType":1,"viewCount":4899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368104994,"gmtCreate":1614297892018,"gmtModify":1704770271295,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"tmdcnm","listText":"tmdcnm","text":"tmdcnm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368104994","isVote":1,"tweetType":1,"viewCount":4588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332266344,"gmtCreate":1610414341288,"gmtModify":1704983519892,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"00","listText":"00","text":"00","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332266344","repostId":"1182427224","repostType":4,"isVote":1,"tweetType":1,"viewCount":4657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333766327,"gmtCreate":1609372052769,"gmtModify":1704978655398,"author":{"id":"3548268462187923","authorId":"3548268462187923","name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548268462187923","idStr":"3548268462187923"},"themes":[],"title":"","htmlText":"：！！","listText":"：！！","text":"：！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333766327","repostId":"1154691529","repostType":4,"isVote":1,"tweetType":1,"viewCount":4343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}