我们正在经历什么样的复苏？-读者评论-倒序-经济通中国站

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我们正在经历什么样的复苏？

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绿豆2020-09-26 12:36:13实际上，AI可以分析人的性格，没多难。之后的发展才是会打破次元壁和原先专家和普通人认知的，你们现在的所谓智能算法，是非常初级而又原始的。[回复]
绿豆2020-09-26 11:36:30新冠确诊病例过700万
美国 coronavirus case count passes 7 million
The figure, based on a tracker maintained by Johns Hopkins University, comes just days after the 美国 surpassed 200,000 deaths.
绿豆2020-09-26 10:26:16
本周，美国近半数州新冠病例激增 The coronavirus has surged this week in nearly half of 美国 states At least 23 states are reporting an increase in daily new infections.
绿豆2020-09-23 12:26:37
北半球美国新冠确诊超过689万。与一周前相比，美国范围内，日冠状病毒病例增加了近20%，平均超过43，300例。 CNBC： As of Monday, new cases were growing by 5% or more, based on a weekly average to smooth out the reporting, in 29 states and Washington D.C., according to a CNBC analysis of data compiled by Johns Hopkins University. Nationwide, daily coronavirus cases have grown nearly 20% compared with a week ago, moving above 43,300 new cases on average.
[回复]
绿豆2020-09-26 11:20:18挺有意思组织
How former Trump adviser Steve Bannon joined forces with a Chinese billionaire who has divided the president’s allies
[回复]
绿豆2020-09-26 11:18:37香港靠内地赚钱

过去加工转口贸易，赚钱。
hsw062020-09-26 11:00:46
逃离香港是成趋势，这种逃离更多的是皈依内地。在内地的港人超过100万，太多了，广东内地人不太喜欢他们。
[回复]
绿豆2020-09-26 10:26:16本周，美国近半数州新冠病例激增
The coronavirus has surged this week in nearly half of 美国 states
At least 23 states are reporting an increase in daily new infections.
绿豆2020-09-23 12:26:37
北半球美国新冠确诊超过689万。与一周前相比，美国范围内，日冠状病毒病例增加了近20%，平均超过43，300例。 CNBC： As of Monday, new cases were growing by 5% or more, based on a weekly average to smooth out the reporting, in 29 states and Washington D.C., according to a CNBC analysis of data compiled by Johns Hopkins University. Nationwide, daily coronavirus cases have grown nearly 20% compared with a week ago, moving above 43,300 new cases on average.
[回复]
绿豆2020-09-26 10:13:083500家美企
Some 3,500 美国 companies sue over Trump-imposed Chinese tariffs
About 3,500 美国 companies, including Tesla Inc, Ford Motor Co, Target Corp, Walgreen Co and Home Depot have sued the Trump administration in the last two weeks over the imposition of tariffs on more than $300 billion in Chinese-made goods.
绿豆2020-09-26 09:37:57
3000多家企业跟进，起诉特朗普政府，加关税非法的。
绿豆2020-09-25 01:53:05
现在看特朗普加关税，绝大多数是美国企业付的。数千美企会效仿特斯拉起诉特朗普政府
绿豆2020-09-25 01:50:07
特朗普贸易战，加关税特斯拉向纽约美国国际贸易法院提起诉讼，要求下令宣布特朗普关税为非法，并退还其已经支付的金额，并支付利息。洛杉矶时报：Tesla sues to block Trump tariffs on trade with China
[回复]
绿豆2020-09-26 10:10:17Some 3,500 美国 companies sue over Trump-imposed Chinese tariffs
About 3,500 U.S. companies, including Tesla Inc, Ford Motor Co, Target Corp, Walgreen Co and Home Depot have sued the Trump administration in the last two weeks over the imposition of tariffs on more than $300 billion in Chinese-made goods.
绿豆2020-09-26 09:37:57
3000多家企业跟进，起诉特朗普政府，加关税非法的。
绿豆2020-09-25 01:53:05
现在看特朗普加关税，绝大多数是美国企业付的。数千美企会效仿特斯拉起诉特朗普政府
绿豆2020-09-25 01:50:07
特朗普贸易战，加关税特斯拉向纽约美国国际贸易法院提起诉讼，要求下令宣布特朗普关税为非法，并退还其已经支付的金额，并支付利息。洛杉矶时报：Tesla sues to block Trump tariffs on trade with China
[回复]
绿豆2020-09-26 09:51:42周四美国公布申请救济金人数87万
[回复]
绿豆2020-09-26 09:37:573000多家企业跟进，起诉特朗普政府，加关税非法的。
绿豆2020-09-25 01:53:05
现在看特朗普加关税，绝大多数是美国企业付的。数千美企会效仿特斯拉起诉特朗普政府
绿豆2020-09-25 01:50:07
特朗普贸易战，加关税特斯拉向纽约美国国际贸易法院提起诉讼，要求下令宣布特朗普关税为非法，并退还其已经支付的金额，并支付利息。洛杉矶时报：Tesla sues to block Trump tariffs on trade with China
[回复]
绿豆2020-09-26 02:58:10印度新冠病例560万，死亡人数8万多，至少有382名医生在与COVID-19战斗中丧生。
在印度，死亡率不高。据报道，患有合并症的人，在感染冠状病毒后死亡，可能并不总是被认为是COVID-19死亡。
ABC：'So many bodies,' says ambulance driver as India struggles to stem COVID-19 death toll
Businesses are reopening, hospitals are full and doctors see no end in sight.[回复]
绿豆2020-09-26 02:33:56大概藏南下雪了？
中印双方同意停止向一线增兵
CNN：India and China agree to stop sending troops to disputed Himalayan border[回复]
绿豆2020-09-26 02:08:02加州大火冒出的浓烟可能已造成3000人死亡。
又是老人
Smoke from California wildfires may have killed up to 3,000 people, study says
More than two dozen deaths have been directly attributed to the wildfires, but researchers say toxic smoke could have caused significantly more deaths.
The deaths occurred among people age 65 and older, most of whom had underlying conditions like heart disease, diabetes and respiratory illnesses.[回复]
绿豆2020-09-26 02:02:58民意调查：近三分之二的人说，与去年这个时间相比，现在的经济情况更糟
国会山：Nearly two-thirds say economy worse now compared to this time last year: poll
Nearly 2 in 3 Americans in a new survey say the economy is worse now than it was a year ago.
The figures released Thursday by the Democracy Fund + UCLA Nationscape Project showed that 64 percent of respondents said the state of the economy is worse off today compared to the same point a year ago. In June, that figure was 73 percent.
绿豆2020-09-25 21:23:20
第一轮救助方案之后，第二轮由于各种各样的原因无法推出，给美国经济构成巨大的不确定性。美国的消费尽管从一个极端情况有所反弹，但接下来的路很难走，由于消费者的资产负债表转差，接下来的月度统计数字也会变差。没有第二轮救助尽管病毒持续存在，数百万美国人仍然失业，但这种支出现在已基本枯竭，在11月3日大选之前获得新一揽子重大援助的希望已基本破灭。已经有迹象表明，经济反弹正在失去动力，因为一些消费支出增长放缓，就业增长放缓。纽约时报：美国 Risks Repeating 2009 Mistakes as Economic Recovery Slows In the wake of the last recession, government spending dried up, dragging out the recovery. Policymakers warn against letting it happen again.
[回复]
绿豆2020-09-26 01:56:11富时将中国政府债券纳入著名的世界政府债券指数（WGBI）
Both Hong Kong and Mainland China were lifted early by news that FTSE Russell will include Chinese government bonds in the prestigious World Government Bond Index (WGBI). Full inclusion will raise China’s weight from zero to nearly 6% at full inclusion though the inclusion process will not begin until next October.
绿豆2020-09-23 00:32:48
9月24日，富时将宣布中国政府债券是否会加入世界政府债券指数（WGBI）。 This Thursday, September 24th, FTSE will announce whether Chinese government bonds will be added to the World Government Bond Index (WGBI). There are several premier fixed income benchmarks, including the Bloomberg Barclays Global and US Aggregate indexes, the JP Morgan Emerging Market Bond Index, and the World Government Bond Index (WGBI)
[回复]
绿豆2020-09-26 01:48:232020年前7个月，中国首次超越美国成为欧盟最大贸易伙伴
绿豆2020-09-23 11:20:00
到年底，中国出口不会差的。
绿豆2020-09-23 01:28:09
美国冰箱，洗碗机、烘干机、除湿机，微波炉等短缺 npr:Shortage Of New Refrigerators Leaves Appliance Shoppers Out In The Cold Shortages have hit all kinds of major appliances: dishwashers, dryers, dehumidifiers, even some of the microwaves. That's because the pandemic threw a monkey wrench into both their supply and demand. Spikes in coronavirus cases swept through major hubs for shipping and manufacturing of appliances and parts: China, the 美国, Mexico. Many factories had to close or allow fewer people inside, slowing down production.
[回复]
绿豆2020-09-26 00:00:22洛杉矶港，加关税
The Port of Los Angeles, the nation's busiest seaport, unloaded thousands of containers from seven unscheduled cargo ships in August.
President Donald Trump's trade war with China makes many imports costlier, but retailers said they don't want to risk running out of merchandise if COVID-19 infections upend supply chains again.
绿豆2020-09-25 23:54:40
美国进口激增，囤积商品，年底消费旺季美国 imports surge as pandemic worries have retailers stockpiling The Los Angeles-based maker of Exploding Kittens and Throw Throw Burrito board games ordered 1 million extra units from its factory in China with the hope of preventing coronavirus from ruining its Christmas sales.
绿豆2020-09-23 11:20:00
到年底，中国出口不会差的。
绿豆2020-09-23 01:28:09
美国冰箱，洗碗机、烘干机、除湿机，微波炉等短缺 npr:Shortage Of New Refrigerators Leaves Appliance Shoppers Out In The Cold Shortages have hit all kinds of major appliances: dishwashers, dryers, dehumidifiers, even some of the microwaves. That's because the pandemic threw a monkey wrench into both their supply and demand. Spikes in coronavirus cases swept through major hubs for shipping and manufacturing of appliances and parts: China, the 美国, Mexico. Many factories had to close or allow fewer people inside, slowing down production.
[回复]
绿豆2020-09-25 23:54:40美国进口激增，囤积商品，年底消费旺季
美国 imports surge as pandemic worries have retailers stockpiling
The Los Angeles-based maker of Exploding Kittens and Throw Throw Burrito board games ordered 1 million extra units from its factory in China with the hope of preventing coronavirus from ruining its Christmas sales.
绿豆2020-09-23 11:20:00
到年底，中国出口不会差的。
绿豆2020-09-23 01:28:09
美国冰箱，洗碗机、烘干机、除湿机，微波炉等短缺 npr:Shortage Of New Refrigerators Leaves Appliance Shoppers Out In The Cold Shortages have hit all kinds of major appliances: dishwashers, dryers, dehumidifiers, even some of the microwaves. That's because the pandemic threw a monkey wrench into both their supply and demand. Spikes in coronavirus cases swept through major hubs for shipping and manufacturing of appliances and parts: China, the 美国, Mexico. Many factories had to close or allow fewer people inside, slowing down production.
[回复]
绿豆2020-09-25 21:25:14在美国，形势更令人担忧。两个主要政党的领导人都表示支持，至少在理论上，支持增加援助。但两党在协议上仍相距甚远，民主党推动一项大方案，而共和党人则认为，一个规模较小的方案就足够了。
未来几周达成妥协的能力因最高法院即将爆发的确认战而变得更加复杂，以取代金斯堡。
绿豆2020-09-25 21:23:20
第一轮救助方案之后，第二轮由于各种各样的原因无法推出，给美国经济构成巨大的不确定性。美国的消费尽管从一个极端情况有所反弹，但接下来的路很难走，由于消费者的资产负债表转差，接下来的月度统计数字也会变差。没有第二轮救助尽管病毒持续存在，数百万美国人仍然失业，但这种支出现在已基本枯竭，在11月3日大选之前获得新一揽子重大援助的希望已基本破灭。已经有迹象表明，经济反弹正在失去动力，因为一些消费支出增长放缓，就业增长放缓。纽约时报：美国 Risks Repeating 2009 Mistakes as Economic Recovery Slows In the wake of the last recession, government spending dried up, dragging out the recovery. Policymakers warn against letting it happen again.
[回复]
绿豆2020-09-25 21:23:20第一轮救助方案之后，第二轮由于各种各样的原因无法推出，给美国经济构成巨大的不确定性。美国的消费尽管从一个极端情况有所反弹，但接下来的路很难走，由于消费者的资产负债表转差，接下来的月度统计数字也会变差。

没有第二轮救助
尽管病毒持续存在，数百万美国人仍然失业，但这种支出现在已基本枯竭，在11月3日大选之前获得新一揽子重大援助的希望已基本破灭。已经有迹象表明，经济反弹正在失去动力，因为一些消费支出增长放缓，就业增长放缓。
纽约时报：美国 Risks Repeating 2009 Mistakes as Economic Recovery Slows
In the wake of the last recession, government spending dried up, dragging out the recovery. Policymakers warn against letting it happen again.[回复]
绿豆2020-09-25 15:28:05超跌，比较好玩

进入排行榜
绿豆2020-09-25 15:26:47
近5个交易日A股涨幅前20只股票新余国科 48.12% 江龙船艇 42.97% 正川股份 38.30% 青岛中程 33.47% 博晖创新 33.36% 安达维尔 31.56% 锋龙股份 29.31% 科创信息 26.33% 英特集团 25.63% 赛升药业 23.42% 广哈通信 20.27% 东方中科 19.78% 全信股份 19.19% 金力泰 14.61% 金海环境 14.45% 智飞生物 14.11% 通光线缆 13.90% 国元证券 13.74% 星期六 13.46% 楚天科技 13.43%
[回复]
绿豆2020-09-25 15:26:47近5个交易日A股涨幅前20只股票
新余国科 48.12%
江龙船艇 42.97%
正川股份 38.30%
青岛中程 33.47%
博晖创新 33.36%
安达维尔 31.56%
锋龙股份 29.31%
科创信息 26.33%
英特集团 25.63%
赛升药业 23.42%
广哈通信 20.27%
东方中科 19.78%
全信股份 19.19%
金力泰 14.61%
金海环境 14.45%
智飞生物 14.11%
通光线缆 13.90%
国元证券 13.74%
星期六 13.46%
楚天科技 13.43%[回复]
绿豆2020-09-25 15:21:47204014，逆回购，高位

14天，正好长假结束。
绿豆2020-09-23 15:40:51
正常，后面长假8天外围不确定因素
雪山飞狐2020-09-23 15:20:47
两市成交量只有6600亿是7月份高峰时期一半不到
雪山飞狐2020-09-23 14:24:47
有意思，现在很多A股半天没有成交几笔……。
[回复]
绿豆2020-09-25 10:45:49这几天沪股通深股通，北向资金流出
绿豆2020-09-23 15:40:51
正常，后面长假8天外围不确定因素
雪山飞狐2020-09-23 15:20:47
两市成交量只有6600亿是7月份高峰时期一半不到
雪山飞狐2020-09-23 14:24:47
有意思，现在很多A股半天没有成交几笔……。
[回复]
绿豆2020-09-25 10:21:34短期最大风险，长假国内休市，510900
雪山飞狐2020-09-25 09:00:41
我给港股配的资金预值到21000－22000点之间打满仓，然后就不再加配了……。崩到20000以下估计也有可能吧……
大多小空2020-09-24 21:11:05
关键是下去时会去到何处才企稳。
空谷幽兰2020-09-24 20:47:23
港股这次下去，应该是非常难得的入货机会了……
雪山飞狐2020-09-24 11:54:14
港股指接近23000点了……。
[回复]
绿豆2020-09-25 10:16:21法官说，特朗普政府要么推迟禁止美国应用商店提供TikTok下载，要么在周五之前提交证据，为这项决定辩护。
Judge says 美国 must defend or delay TikTok app store ban by Friday
A 美国 judge said Thursday the Trump administration must either delay a ban on 美国 app stores offering TikTok for download or file legal papers defending the decision by Friday.
绿豆2020-09-25 01:56:04
TikTok 要求法官阻止 9 月 27 日特朗普禁令 THE VERGE：TikTok asks judge to block September 27th Trump ban TikTok says it’s made ‘extraordinary efforts’ to address security concerns
[回复]
绿豆2020-09-25 01:56:04TikTok 要求法官阻止 9 月 27 日特朗普禁令

THE VERGE：TikTok asks judge to block September 27th Trump ban
TikTok says it’s made ‘extraordinary efforts’ to address security concerns[回复]
绿豆2020-09-25 01:53:05现在看特朗普加关税，绝大多数是美国企业付的。

数千美企会效仿特斯拉起诉特朗普政府
绿豆2020-09-25 01:50:07
特朗普贸易战，加关税特斯拉向纽约美国国际贸易法院提起诉讼，要求下令宣布特朗普关税为非法，并退还其已经支付的金额，并支付利息。洛杉矶时报：Tesla sues to block Trump tariffs on trade with China
[回复]
绿豆2020-09-25 01:50:07特朗普贸易战，加关税
特斯拉向纽约美国国际贸易法院提起诉讼，要求下令宣布特朗普关税为非法，并退还其已经支付的金额，并支付利息。

洛杉矶时报：Tesla sues to block Trump tariffs on trade with China[回复]
绿豆2020-09-25 00:19:35美国财长说，他和佩洛西已同意重启冠状病毒刺激谈判
Mnuchin says he and Pelosi have agreed to restart coronavirus stimulus talks
佩洛西希望COVID-19救援谈判"很快"恢复
Pelosi hopeful COVID-19 relief talks resume 'soon'[回复]
绿豆2020-09-25 00:05:32特朗普将接受最高法院的裁决
国会山：Trump says he would accept Supreme Court election ruling after declining to commit to peaceful transfer
陶冬2020-09-24 11:36:09
作者回复：只要最高法院判了，会有人请他离开白宫的。美国国家机器认宪法
绿豆2020-09-24 10:38:15
特朗普说，如果我输了大选，不会离开白宫国会山：Trump refuses to commit to peaceful transition of power President Trump on Wednesday refused to commit to a peaceful transition of power should he lose the election in November, saying he needs to “see what happens," sowing doubt about the security of mail-in ballots.
绿豆2020-09-23 15:55:08
美国大选，特朗普参与，精彩纷呈如果拜登赢了大选，权力会不会和平过渡？国会山：If Biden wins? Peaceful transition of power is not a given
绿豆2020-09-23 15:49:57
脑洞大开福布斯：特朗普威胁要签署行政命令来防止拜登当选总统拜登吸毒，要药检
[回复]
绿豆2020-09-24 23:53:34美国哑铃短缺，涨价
VOX：The extremely profitable (and ethically murky) business of reselling dumbbells
Dumbbells are impossibly expensive right now, thanks in large part to resellers taking advantage of a shortage.
Understanding the lucrative dumbbell resale market means understanding the shortage. The pandemic resulted in gym shutdowns across the country in March. With their fitness plans in limbo, people started ordering weights from retailers, which burned through their inventory and placed orders that most likely went through China (according to my sources, the country accounts for 95 percent of cast-iron weights). At the same time, China’s winter and spring lockdowns gummed up the supply chain. Retailers’ stock remains sporadic, sometimes taking months to ship.
绿豆2020-09-23 01:28:09
美国冰箱，洗碗机、烘干机、除湿机，微波炉等短缺 npr:Shortage Of New Refrigerators Leaves Appliance Shoppers Out In The Cold Shortages have hit all kinds of major appliances: dishwashers, dryers, dehumidifiers, even some of the microwaves. That's because the pandemic threw a monkey wrench into both their supply and demand. Spikes in coronavirus cases swept through major hubs for shipping and manufacturing of appliances and parts: China, the 美国, Mexico. Many factories had to close or allow fewer people inside, slowing down production.
[回复]
绿豆2020-09-24 23:18:18Twitter, which has a strict policy on tweets containing disputed claims about COVID-19, suspended Yan's account this week.[回复]
绿豆2020-09-24 23:12:01特朗普联合国发言，就知道了
bug05012020-09-24 22:18:33
这个病毒到底哪里先出来的还没有定论吧？ 149快变369了
[回复]
绿豆2020-09-24 23:09:50绝望
当我们需要政府时，政府并不为我们服务，我并不感到惊讶。但不同的是，它这么大，影响这么多人，它到人们不能花钱的时候，因为它会影响经济。所以我真的很惊讶，他们没有采取行动。
mpr:'Desperation And Fear' For Millions With Congress Deadlocked Over Pandemic Assistance
Gonzalez doesn't understand why Congress hasn't approved more help yet. "I wasn't surprised that the government wasn't there for us when we needed it," he says. "But what the difference was is that it's so big and it affects so many people that it's to a point where when people can't spend money, it's affecting the economy. And so I was really surprised that they didn't act because of that."
绿豆2020-09-24 11:07:53
MOLAMOLA149 2020-09-24 10:31:58 彭博社报导，据美联储（Fed）周一（21）公布的报告显示，美国家庭净资产在第二季度增加了7.6万亿美元，增幅为6.8%，达到119万亿美元；超过2019年第四季的118.5万亿美元，反映家庭净资产已恢复到疫情前水平。哈哈哈！！！朱门酒肉臭，路有冻死骨 "两次衰退的故事"：随着富有的美国人越来越富有，穷人挣扎两极分化，在G7国家中最差政治：‘A tale of 2 recessions’: As rich Americans get richer, the bottom half struggles The trend is on track to exacerbate dramatic wealth and income gaps in the 美国, where divides are already wider than any other nation in the G-7.
[回复]
绿豆2020-09-24 15:48:54近11个交易日A股跌幅前20只股票
天银机电 -24.27%
弘宇股份 -24.53%
天邑股份 -24.85%
路畅科技 -25.25%
恒泰艾普 -28.23%
渤海股份 -28.44%
汉邦高科 -28.61%
我乐家居 -28.75%
祥和实业 -30.07%
安妮股份 -30.10%
合金投资 -30.93%
金利华电 -31.04%
ST网力 -31.04%
天山生物 -31.48%
古鳌科技 -34.36%
长方集团 -35.90%
东宝生物 -36.45%
银邦股份 -37.27%
万里股份 -38.22%
暴风退 -59.46%[回复]
绿豆2020-09-24 15:43:43近5个交易日A股涨幅前20只股票
东方中科 46.41%
正川股份 40.92%
双良节能 37.44%
博晖创新 31.65%
万方发展 30.14%
青岛中程 29.63%
熙菱信息 28.79%
国元证券 28.35%
安达维尔 23.89%
建科院 23.03%
科创信息 22.30%
湖南投资 22.30%
盐田港 21.78%
英特集团 21.61%
起步股份 19.83%
赛升药业 19.39%
西藏药业 18.85%
海汽集团 18.73%
冠城大通 18.55%
汉鼎宇佑 18.03%[回复]
绿豆2020-09-24 15:31:57本世纪初，小布什与戈尔
通过最高法院，但最高法院党派阵线鲜明
陶冬2020-09-24 11:36:09
作者回复：只要最高法院判了，会有人请他离开白宫的。美国国家机器认宪法
绿豆2020-09-24 10:38:15
特朗普说，如果我输了大选，不会离开白宫国会山：Trump refuses to commit to peaceful transition of power President Trump on Wednesday refused to commit to a peaceful transition of power should he lose the election in November, saying he needs to “see what happens," sowing doubt about the security of mail-in ballots.
绿豆2020-09-23 15:55:08
美国大选，特朗普参与，精彩纷呈如果拜登赢了大选，权力会不会和平过渡？国会山：If Biden wins? Peaceful transition of power is not a given
绿豆2020-09-23 15:49:57
脑洞大开福布斯：特朗普威胁要签署行政命令来防止拜登当选总统拜登吸毒，要药检
[回复]
绿豆2020-09-24 15:10:03科创板，门槛高
通过科创50指数ETF，降低门槛

另外有科创50指数ETF，可以开发衍生品。
绿豆2020-09-24 15:05:52
科创50指数基金ETF，与上证50ETF一样，并市场共存过一个月，二级市场可交易
大多小空2020-09-24 11:55:48
只要故事动听，谁管那个E。一场游戏一场梦，对基金经理来说反正不是自己的钱，有多少人真正在意。
bennydu2020-09-24 11:49:53
成长股看 PEG
绿豆2020-09-23 22:36:00
成长股看PE？另外销售4只科创50ETF，封闭1个月建仓。
雪山飞狐2020-09-23 22:21:33
科创50平均PE80+，平均PB8+，二季度利润差不多零增长……
雪山飞狐2020-09-23 22:15:48
说明250米的韭菜多
绿豆2020-09-23 21:44:56
昨天，4个科创板50 ETF，抢购一空。
雪山飞狐2020-09-23 16:28:24
成交量下跌历害，哪么接下来券商前面的业绩估值是基于10000多亿成交量估值，现在只有7000亿了……要不要再下层楼？
绿豆2020-09-23 15:40:51
正常，后面长假8天外围不确定因素
雪山飞狐2020-09-23 15:20:47
两市成交量只有6600亿是7月份高峰时期一半不到
雪山飞狐2020-09-23 14:24:47
有意思，现在很多A股半天没有成交几笔……。
[回复]
绿豆2020-09-24 15:05:52科创50指数基金ETF，与上证50ETF一样，并市场共存

过一个月，二级市场可交易
大多小空2020-09-24 11:55:48
只要故事动听，谁管那个E。一场游戏一场梦，对基金经理来说反正不是自己的钱，有多少人真正在意。
bennydu2020-09-24 11:49:53
成长股看 PEG
绿豆2020-09-23 22:36:00
成长股看PE？另外销售4只科创50ETF，封闭1个月建仓。
雪山飞狐2020-09-23 22:21:33
科创50平均PE80+，平均PB8+，二季度利润差不多零增长……
雪山飞狐2020-09-23 22:15:48
说明250米的韭菜多
绿豆2020-09-23 21:44:56
昨天，4个科创板50 ETF，抢购一空。
雪山飞狐2020-09-23 16:28:24
成交量下跌历害，哪么接下来券商前面的业绩估值是基于10000多亿成交量估值，现在只有7000亿了……要不要再下层楼？
绿豆2020-09-23 15:40:51
正常，后面长假8天外围不确定因素
雪山飞狐2020-09-23 15:20:47
两市成交量只有6600亿是7月份高峰时期一半不到
雪山飞狐2020-09-23 14:24:47
有意思，现在很多A股半天没有成交几笔……。
[回复]
绿豆2020-09-24 11:25:37股市中备受吹捧的上涨只帮助了最富有的10%左右的家庭，因为大多数家庭都很少或没有股票。
Highly touted gains in the stock market, meanwhile, help only the wealthiest 10 percent or so of households, as most others own little or no stock.
The disconnect between the stock market and the broader economy has been stark. On the same day in late August that MGM Resorts announced it would be laying off a quarter of its workforce, throwing some 18,000 workers into unemployment, its stock price jumped more than 6 percent, reaching its highest closing price since the start of March.
绿豆2020-09-24 11:07:53
MOLAMOLA149 2020-09-24 10:31:58 彭博社报导，据美联储（Fed）周一（21）公布的报告显示，美国家庭净资产在第二季度增加了7.6万亿美元，增幅为6.8%，达到119万亿美元；超过2019年第四季的118.5万亿美元，反映家庭净资产已恢复到疫情前水平。哈哈哈！！！朱门酒肉臭，路有冻死骨 "两次衰退的故事"：随着富有的美国人越来越富有，穷人挣扎两极分化，在G7国家中最差政治：‘A tale of 2 recessions’: As rich Americans get richer, the bottom half struggles The trend is on track to exacerbate dramatic wealth and income gaps in the 美国, where divides are already wider than any other nation in the G-7.
[回复]
绿豆2020-09-24 11:11:57美股创新高，而失业率8.4%
The result is a splintered economic picture characterized by high highs — the stock market has hit record levels — and incongruous low lows: Nearly 30 million Americans are receiving unemployment benefits, and the jobless rate stands at 8.4 percent. And that dichotomy, economists fear, could obscure the need for an additional economic stimulus that most say is sorely needed.
绿豆2020-09-24 11:07:53
MOLAMOLA149 2020-09-24 10:31:58 彭博社报导，据美联储（Fed）周一（21）公布的报告显示，美国家庭净资产在第二季度增加了7.6万亿美元，增幅为6.8%，达到119万亿美元；超过2019年第四季的118.5万亿美元，反映家庭净资产已恢复到疫情前水平。哈哈哈！！！朱门酒肉臭，路有冻死骨 "两次衰退的故事"：随着富有的美国人越来越富有，穷人挣扎两极分化，在G7国家中最差政治：‘A tale of 2 recessions’: As rich Americans get richer, the bottom half struggles The trend is on track to exacerbate dramatic wealth and income gaps in the 美国, where divides are already wider than any other nation in the G-7.
[回复]
绿豆2020-09-24 11:07:53MOLAMOLA149
2020-09-24 10:31:58
彭博社报导，据美联储（Fed）周一（21）公布的报告显示，美国家庭净资产在第二季度增加了7.6万亿美元，增幅为6.8%，达到119万亿美元；超过2019年第四季的118.5万亿美元，反映家庭净资产已恢复到疫情前水平。

哈哈哈！！！
朱门酒肉臭，路有冻死骨
"两次衰退的故事"：随着富有的美国人越来越富有，穷人挣扎
两极分化，在G7国家中最差
政治：‘A tale of 2 recessions’: As rich Americans get richer, the bottom half struggles
The trend is on track to exacerbate dramatic wealth and income gaps in the 美国, where divides are already wider than any other nation in the G-7.[回复]
绿豆2020-09-24 10:49:44降低宽带最后一‎‎英里的成本
“If we had the strategies that could bring the best of the public sector’s assets and the private sector’s creativity to lower the cost of the last mile of broadband,” he said at the event sponsored by Nokia, Qualcomm and Philip Morris International. “It would deflate some of the political debate about how much to subsidize, for whom and in what circumstance.”
绿豆2020-09-24 10:45:49
没有华为，美国宽带基础设施建设，贵根据皮尤研究，34%的非裔美国人和39%的西班牙人在家里没有宽带。联邦通信委员会估计 1900万美国人（占人口的6%）仍然缺乏以阈值速度获得固定宽带服务的机会。美国前首席技术官阿内什•乔普拉（AneeshCho普拉）强调，宽带基础设施的成本昂贵，但可以实现。国会山：Bipartisan lawmakers call for broadband expansion to eliminate inequities
[回复]
绿豆2020-09-24 10:45:49没有华为，美国宽带基础设施建设，贵
根据皮尤研究，34%的非裔美国人和39%的西班牙人在家里没有宽带。
联邦通信委员会估计 1900万美国人（占人口的6%）仍然缺乏以阈值速度获得固定宽带服务的机会。
美国前首席技术官阿内什•乔普拉（AneeshCho普拉）强调，宽带基础设施的成本昂贵，但可以实现。
国会山：Bipartisan lawmakers call for broadband expansion to eliminate inequities[回复]
绿豆2020-09-24 10:38:15特朗普说，如果我输了大选，不会离开白宫
国会山：Trump refuses to commit to peaceful transition of power
President Trump on Wednesday refused to commit to a peaceful transition of power should he lose the election in November, saying he needs to “see what happens," sowing doubt about the security of mail-in ballots.
绿豆2020-09-23 15:55:08
美国大选，特朗普参与，精彩纷呈如果拜登赢了大选，权力会不会和平过渡？国会山：If Biden wins? Peaceful transition of power is not a given
绿豆2020-09-23 15:49:57
脑洞大开福布斯：特朗普威胁要签署行政命令来防止拜登当选总统拜登吸毒，要药检
[回复]
绿豆2020-09-24 01:49:48波士顿咨询集团新兴市场消费者调查。中国、印度、印度尼西亚、马来西亚和巴西
消费者目前更喜欢"宅在家"，即呆在家里，而不是"走出去"活动。
[回复]
绿豆2020-09-24 01:06:16波士顿咨询集团新兴市场消费者调查。中国、印度、印度尼西亚、马来西亚和巴西
消费者目前更喜欢“宅在家”。影响实体店销售
Boston Consulting Group recently released a very interesting survey of emerging markets consumers. A key takeaway across China, India, Indonesia, Malaysia and Brazil was that consumers currently prefer “cocooning,” i.e. staying at home, over “going out” activities. Emphasis has been on Work From Home, but it appears that there is more to it. Another insight was the pickup in first-time users of e-commerce, e-learning, on-demand video, and mobile payments. We have spoken to the divergence as China’s e-commerce sales have seen a nice rebound while brick-and-mortar stores have come back much slower. It is very clear from the BCG data that the divergence has continued as the habits formed in quarantine are sticking. While China was the first in and first out with regard to coronavirus, there is an interesting lesson for investors to take note of here. It appears that restaurants, stores and traveling may not come back fully until a cure or vaccine is available. [回复]
绿豆2020-09-24 01:01:18耐克在中国销售增6%。

Nike’s geographic revenue percent changes year over year: North America -2%, Europe/Middle East/Africa +5%, China +6%, Asia Pac/Latin America -18%.[回复]
绿豆2020-09-23 22:36:00成长股看PE？

另外销售4只科创50ETF，封闭1个月建仓。
雪山飞狐2020-09-23 22:21:33
科创50平均PE80+，平均PB8+，二季度利润差不多零增长……
雪山飞狐2020-09-23 22:15:48
说明250米的韭菜多
绿豆2020-09-23 21:44:56
昨天，4个科创板50 ETF，抢购一空。
雪山飞狐2020-09-23 16:28:24
成交量下跌历害，哪么接下来券商前面的业绩估值是基于10000多亿成交量估值，现在只有7000亿了……要不要再下层楼？
绿豆2020-09-23 15:40:51
正常，后面长假8天外围不确定因素
雪山飞狐2020-09-23 15:20:47
两市成交量只有6600亿是7月份高峰时期一半不到
雪山飞狐2020-09-23 14:24:47
有意思，现在很多A股半天没有成交几笔……。
[回复]
绿豆2020-09-23 22:03:49救助对消费和GDP影响
The result will be a substantial boost to consumption (chart below) and GDP growth.
绿豆2020-09-23 22:03:04
第一轮救助方案之后，第二轮由于各种各样的原因无法推出，给美国经济构成巨大的不确定性。美国的消费尽管从一个极端情况有所反弹，但接下来的路很难走，由于消费者的资产负债表转差，接下来的月度统计数字也会变差。救助对消费和GDP影响 The result will be a substantial boost to consumption (chart below) and GDP growth.
[回复]