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TorisQ

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2023-02-17

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2021-08-27

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2021-08-17

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@阿尔法工场:* 金域醫學上半年淨利大增90.55%，2024年第三方檢測市場有望突破800億元

2021-08-17

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@东哥的逻辑:“8月9日-8月13日”一週收評：慘淡的中概行情下的投資策略

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金域醫學上半年淨利大增90.55%，2024年第三方檢測市場有望突破800億元","htmlText":"8月16日盤後，<a target=\"_blank\" href=\"https://laohu8.com/S/603882\">$金域醫學(603882)$</a>&nbsp;發佈公告：上半年營業收入54.55億元，同比增長57.01%；淨利潤10.59億元，同比增長90.55%。&nbsp;公司表示，報告期內積極參與國家新冠疫情防控工作，截至2021年6月30日累計核酸檢測量超過9900萬份。三級醫院收入繼續保持高速增長，收入佔比進一步提高至34.48%，區域獨立法人業務戰略穩步推進。&nbsp;有市場觀點認爲，公司依託自身強大的病毒檢測能力，積極參與全國抗擊新冠肺炎疫情戰鬥。拋開疫情因素，目前我國第三方醫療檢驗機構滲透率有非常大的提升空間，短期內市場規模預計將保持高速增長趨勢。資料顯示，2019年第三方醫學檢驗市場規模達到252.7億元，年複合增長率爲29.26%，預計至2024年市場規模有望突破800億元。&nbsp;2021年金域醫學保持高位震盪走勢，截至8月16日，年內漲幅6.7%。","listText":"8月16日盤後，<a target=\"_blank\" href=\"https://laohu8.com/S/603882\">$金域醫學(603882)$</a>&nbsp;發佈公告：上半年營業收入54.55億元，同比增長57.01%；淨利潤10.59億元，同比增長90.55%。&nbsp;公司表示，報告期內積極參與國家新冠疫情防控工作，截至2021年6月30日累計核酸檢測量超過9900萬份。三級醫院收入繼續保持高速增長，收入佔比進一步提高至34.48%，區域獨立法人業務戰略穩步推進。&nbsp;有市場觀點認爲，公司依託自身強大的病毒檢測能力，積極參與全國抗擊新冠肺炎疫情戰鬥。拋開疫情因素，目前我國第三方醫療檢驗機構滲透率有非常大的提升空間，短期內市場規模預計將保持高速增長趨勢。資料顯示，2019年第三方醫學檢驗市場規模達到252.7億元，年複合增長率爲29.26%，預計至2024年市場規模有望突破800億元。&nbsp;2021年金域醫學保持高位震盪走勢，截至8月16日，年內漲幅6.7%。","text":"8月16日盤後，$金域醫學(603882)$ 發佈公告：上半年營業收入54.55億元，同比增長57.01%；淨利潤10.59億元，同比增長90.55%。 公司表示，報告期內積極參與國家新冠疫情防控工作，截至2021年6月30日累計核酸檢測量超過9900萬份。三級醫院收入繼續保持高速增長，收入佔比進一步提高至34.48%，區域獨立法人業務戰略穩步推進。 有市場觀點認爲，公司依託自身強大的病毒檢測能力，積極參與全國抗擊新冠肺炎疫情戰鬥。拋開疫情因素，目前我國第三方醫療檢驗機構滲透率有非常大的提升空間，短期內市場規模預計將保持高速增長趨勢。資料顯示，2019年第三方醫學檢驗市場規模達到252.7億元，年複合增長率爲29.26%，預計至2024年市場規模有望突破800億元。 2021年金域醫學保持高位震盪走勢，截至8月16日，年內漲幅6.7%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839301528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839891792,"gmtCreate":1629132847016,"gmtModify":1676529942564,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/22ab302b831c510104b9205729957303","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549118574070267","authorIdStr":"3549118574070267"},"themes":[],"htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839891792","repostId":"839993012","repostType":1,"repost":{"id":839993012,"gmtCreate":1629113638236,"gmtModify":1676529934089,"author":{"id":"3469666730588285","authorId":"3469666730588285","name":"东哥的逻辑","avatar":"https://static.tigerbbs.com/353822250870391f1f67a74a8438da99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3469666730588285","authorIdStr":"3469666730588285"},"themes":[],"title":"“8月9日-8月13日”一週收評：慘淡的中概行情下的投資策略","htmlText":"本週先揚後抑制，主要受困於美股市場對於中概的愈加敏感以及政策干預的過分擔憂，因此中概股自從某打車軟件和K12教育股崩盤後一直萎靡不振，包括前期走勢不錯的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;根本原因在於投資者對於市場減持中概的持續擔憂，其中在週二軟銀“暫停”投資中國一消息放出後更是達到擔憂的頂峯。從軟銀集團投資地區分佈看，美國爲第一大投資地區，佔比34%，其次是中國23%，除中國外的亞洲地區佔比25%，歐盟佔比13%，拉美等地區佔比5%。軟銀對於中國資本市場的擔憂但是市場內其他外資似乎並沒受到政策干預帶來的重大影響，其中施羅德等資本反而在中概大幅回調的過程中逆勢抄底，聰明的資金也意識到了部分優質中概公司在此輪風暴中被錯殺的可能性：外資的逆勢抄底行爲另外知名成長公司配置基金ARK也並未放棄對於中國優秀科技公司的持有，在本週二的網絡研討會上，木頭姐表示“在投資中國資產這一問題上，其關注領域中許多公司多方面包括值等都在下降，可能不會很快恢復，甚至可能會進一步下跌。但她也明確，會在創新領域發現一些非常有趣的公司，所以會對此保持開放的態度。”目前ARK的ETF中仍持有京東、百度、小牛電動和比亞迪，合計持股比率達8.71%；持倉市值近25億美元（約合160億元人民幣），顯示出其對於電商及新能源車的信心。ARK目前的持倉本週內賬戶內比較平衡的原因是在美國公司選擇上配置了<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，雖然整體賬戶本週收跌但是得益於特斯拉今日創下最近新高，股價也突破了695-720美金的箱體區間穩步走強，而且在週二早盤少量加倉一筆，特斯拉依舊作爲東哥美股配置的重倉之一不會改變","listText":"本週先揚後抑制，主要受困於美股市場對於中概的愈加敏感以及政策干預的過分擔憂，因此中概股自從某打車軟件和K12教育股崩盤後一直萎靡不振，包括前期走勢不錯的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;根本原因在於投資者對於市場減持中概的持續擔憂，其中在週二軟銀“暫停”投資中國一消息放出後更是達到擔憂的頂峯。從軟銀集團投資地區分佈看，美國爲第一大投資地區，佔比34%，其次是中國23%，除中國外的亞洲地區佔比25%，歐盟佔比13%，拉美等地區佔比5%。軟銀對於中國資本市場的擔憂但是市場內其他外資似乎並沒受到政策干預帶來的重大影響，其中施羅德等資本反而在中概大幅回調的過程中逆勢抄底，聰明的資金也意識到了部分優質中概公司在此輪風暴中被錯殺的可能性：外資的逆勢抄底行爲另外知名成長公司配置基金ARK也並未放棄對於中國優秀科技公司的持有，在本週二的網絡研討會上，木頭姐表示“在投資中國資產這一問題上，其關注領域中許多公司多方面包括值等都在下降，可能不會很快恢復，甚至可能會進一步下跌。但她也明確，會在創新領域發現一些非常有趣的公司，所以會對此保持開放的態度。”目前ARK的ETF中仍持有京東、百度、小牛電動和比亞迪，合計持股比率達8.71%；持倉市值近25億美元（約合160億元人民幣），顯示出其對於電商及新能源車的信心。ARK目前的持倉本週內賬戶內比較平衡的原因是在美國公司選擇上配置了<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，雖然整體賬戶本週收跌但是得益於特斯拉今日創下最近新高，股價也突破了695-720美金的箱體區間穩步走強，而且在週二早盤少量加倉一筆，特斯拉依舊作爲東哥美股配置的重倉之一不會改變","text":"本週先揚後抑制，主要受困於美股市場對於中概的愈加敏感以及政策干預的過分擔憂，因此中概股自從某打車軟件和K12教育股崩盤後一直萎靡不振，包括前期走勢不錯的$蔚來(NIO)$ 根本原因在於投資者對於市場減持中概的持續擔憂，其中在週二軟銀“暫停”投資中國一消息放出後更是達到擔憂的頂峯。從軟銀集團投資地區分佈看，美國爲第一大投資地區，佔比34%，其次是中國23%，除中國外的亞洲地區佔比25%，歐盟佔比13%，拉美等地區佔比5%。軟銀對於中國資本市場的擔憂但是市場內其他外資似乎並沒受到政策干預帶來的重大影響，其中施羅德等資本反而在中概大幅回調的過程中逆勢抄底，聰明的資金也意識到了部分優質中概公司在此輪風暴中被錯殺的可能性：外資的逆勢抄底行爲另外知名成長公司配置基金ARK也並未放棄對於中國優秀科技公司的持有，在本週二的網絡研討會上，木頭姐表示“在投資中國資產這一問題上，其關注領域中許多公司多方面包括值等都在下降，可能不會很快恢復，甚至可能會進一步下跌。但她也明確，會在創新領域發現一些非常有趣的公司，所以會對此保持開放的態度。”目前ARK的ETF中仍持有京東、百度、小牛電動和比亞迪，合計持股比率達8.71%；持倉市值近25億美元（約合160億元人民幣），顯示出其對於電商及新能源車的信心。ARK目前的持倉本週內賬戶內比較平衡的原因是在美國公司選擇上配置了$特斯拉(TSLA)$ ，雖然整體賬戶本週收跌但是得益於特斯拉今日創下最近新高，股價也突破了695-720美金的箱體區間穩步走強，而且在週二早盤少量加倉一筆，特斯拉依舊作爲東哥美股配置的重倉之一不會改變","images":[{"img":"https://static.tigerbbs.com/c9c1d761ad9276a78b21a6b9174a20c2","width":"1361","height":"505"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839993012","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":819535493,"gmtCreate":1630076505512,"gmtModify":1676530219212,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/22ab302b831c510104b9205729957303","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549118574070267","authorIdStr":"3549118574070267"},"themes":[],"htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819535493","repostId":"1131853650","repostType":4,"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625563647,"gmtCreate":1676568790392,"gmtModify":1676568790392,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/22ab302b831c510104b9205729957303","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549118574070267","authorIdStr":"3549118574070267"},"themes":[],"htmlText":"<a 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good","images":[{"img":"https://static.tigerbbs.com/62938c5fc1513e16f7d19be371f33f71","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625563647","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":666852953,"gmtCreate":1665566501977,"gmtModify":1676537628601,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/22ab302b831c510104b9205729957303","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549118574070267","authorIdStr":"3549118574070267"},"themes":[],"htmlText":"omg","listText":"omg","text":"omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666852953","repostId":"1169558926","repostType":2,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":666111214,"gmtCreate":1665479265441,"gmtModify":1676537613760,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/22ab302b831c510104b9205729957303","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549118574070267","authorIdStr":"3549118574070267"},"themes":[],"htmlText":"they dont care","listText":"they dont care","text":"they dont care","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666111214","repostId":"2274546752","repostType":4,"repost":{"id":"2274546752","kind":"news","pubTimestamp":1665473003,"share":"https://ttm.financial/m/news/2274546752?lang=&edition=fundamental","pubTime":"2022-10-11 15:23","market":"us","language":"zh","title":"美联储今年已净亏损29亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2274546752","media":"金十数据","summary":"由于利率飙升和对美国国债的需求急剧下降，美联储报告了多年来的首次运营亏损。美联储数据显示，截至10月5日，美联储向美国财政部的收益汇款为-29亿美元。这是一个明显的转变，尽管并不出人意料。在金融危机后","content":"<html><head></head><body><p>由于利率飙升和对美国国债的需求急剧下降，美联储报告了多年来的首次运营亏损。美联储数据显示，截至10月5日，美联储向美国财政部的收益汇款为-29亿美元。</p><p>这是一个明显的转变，尽管并不出人意料。在金融危机后的几年里，美联储从不断扩大的资产负债表中赚取了数十亿美元额外利息收入。当然，美联储不是一个“普通”的投资者，它不会破产，其庞大的债券组合所造成的任何运营损失只是意味着它向美国财政部汇出的钱更少。</p><p>但这确实突显了经济环境的巨大转变，并且在美联储已经面临降低通胀压力的时候，可能会让人感到不舒服。美联储加大了与物价上涨的斗争力度，包括为银行准备金支付额外的利息，并通过逆回购协议工具（俗称RRP）等计划来抑制需求。</p><p><img src=\"https://static.tigerbbs.com/f1ca68fefdc7a92b9ed0563fbfe5d1f3\" tg-width=\"719\" tg-height=\"293\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>美联储公开市场部门的前交易员、 美联储家伙（Fed Guy）博客的创始人Joseph Wang表示：</p><blockquote>“美联储的利息支出，即支付给银行和RRP交易对手的利息，随着每次加息而增加。9月加息75个基点使美联储陷入经营亏损。由于对美联储‘更高更长’的加息周期的预期，未来几个月的运营亏损可能会显著增加。”</blockquote><p>正如Wang解释的那样，<b>美联储出现经营亏损是值得注意的，因为这种情况很少发生</b>。自全球金融危机以来的几年里，美联储已赚取了超过1万亿美元的利息收入，并将其汇入美国财政部。</p><p>不过，虽然亏损可能会让美联储决策者感到不舒服，因为他们将不得不面临记者的刁难，但预计这不会对货币政策产生重大影响。</p><p>Wang补充道：</p><blockquote>“这没什么好担心的，因为它对货币政策没有有意义的影响，而且很可能是暂时的。美联储不可能破产，当美联储在下一次经济衰退期间降息时，经营亏损就会消失。不过，亏损的美联储的前景并不好。”</blockquote><p>根据联储的会计规则，任何净亏损都会变成递延资产记录在美联储的资产负债表上，<b>向财政部的汇款将被暂停</b>。也就是说，经营亏损不会减少美联储报告的资本或盈余。该行只会凭空在其资产负债表上创建一项等于损失的“资产”，业务将照常进行。一旦美联储恢复盈利能力，它将保留利润以减少这项虚构资产的数量。</p></body></html>","source":"jssj","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>美联储今年已净亏损29亿美元</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储今年已净亏损29亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 15:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-10-11/doc-imqmmthc0494955.shtml><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于利率飙升和对美国国债的需求急剧下降，美联储报告了多年来的首次运营亏损。美联储数据显示，截至10月5日，美联储向美国财政部的收益汇款为-29亿美元。这是一个明显的转变，尽管并不出人意料。在金融危机后的几年里，美联储从不断扩大的资产负债表中赚取了数十亿美元额外利息收入。当然，美联储不是一个“普通”的投资者，它不会破产，其庞大的债券组合所造成的任何运营损失只是意味着它向美国财政部汇出的钱更少。但这...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-10-11/doc-imqmmthc0494955.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42d623bf2f962cffafc93d5db7d45f9c","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4550":"红杉资本持仓","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","BK4581":"高盛持仓","SH":"标普500反向ETF","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","DJX":"1/100道琼斯","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯","QID":"纳指两倍做空ETF",".SPX":"S&P 500 Index","DDM":"道指两倍做多ETF","DXD":"道指两倍做空ETF","OEX":"标普100","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","BK4534":"瑞士信贷持仓","SSO":"两倍做多标普500ETF","DOG":"道指反向ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF","QLD":"纳指两倍做多ETF","BK4559":"巴菲特持仓","SQQQ":"纳指三倍做空ETF"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-10-11/doc-imqmmthc0494955.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274546752","content_text":"由于利率飙升和对美国国债的需求急剧下降，美联储报告了多年来的首次运营亏损。美联储数据显示，截至10月5日，美联储向美国财政部的收益汇款为-29亿美元。这是一个明显的转变，尽管并不出人意料。在金融危机后的几年里，美联储从不断扩大的资产负债表中赚取了数十亿美元额外利息收入。当然，美联储不是一个“普通”的投资者，它不会破产，其庞大的债券组合所造成的任何运营损失只是意味着它向美国财政部汇出的钱更少。但这确实突显了经济环境的巨大转变，并且在美联储已经面临降低通胀压力的时候，可能会让人感到不舒服。美联储加大了与物价上涨的斗争力度，包括为银行准备金支付额外的利息，并通过逆回购协议工具（俗称RRP）等计划来抑制需求。美联储公开市场部门的前交易员、 美联储家伙（Fed Guy）博客的创始人Joseph Wang表示：“美联储的利息支出，即支付给银行和RRP交易对手的利息，随着每次加息而增加。9月加息75个基点使美联储陷入经营亏损。由于对美联储‘更高更长’的加息周期的预期，未来几个月的运营亏损可能会显著增加。”正如Wang解释的那样，美联储出现经营亏损是值得注意的，因为这种情况很少发生。自全球金融危机以来的几年里，美联储已赚取了超过1万亿美元的利息收入，并将其汇入美国财政部。不过，虽然亏损可能会让美联储决策者感到不舒服，因为他们将不得不面临记者的刁难，但预计这不会对货币政策产生重大影响。Wang补充道：“这没什么好担心的，因为它对货币政策没有有意义的影响，而且很可能是暂时的。美联储不可能破产，当美联储在下一次经济衰退期间降息时，经营亏损就会消失。不过，亏损的美联储的前景并不好。”根据联储的会计规则，任何净亏损都会变成递延资产记录在美联储的资产负债表上，向财政部的汇款将被暂停。也就是说，经营亏损不会减少美联储报告的资本或盈余。该行只会凭空在其资产负债表上创建一项等于损失的“资产”，业务将照常进行。一旦美联储恢复盈利能力，它将保留利润以减少这项虚构资产的数量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":661335905,"gmtCreate":1663688094112,"gmtModify":1676537316400,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/22ab302b831c510104b9205729957303","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549118574070267","authorIdStr":"3549118574070267"},"themes":[],"htmlText":"wow！","listText":"wow！","text":"wow！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661335905","repostId":"1195151566","repostType":4,"repost":{"id":"1195151566","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":1663674884,"share":"https://ttm.financial/m/news/1195151566?lang=&edition=fundamental","pubTime":"2022-09-20 19:54","market":"hk","language":"zh","title":"思摩尔国际：子公司深圳麦时科技收到烟草专卖生产企业许可证","url":"https://stock-news.laohu8.com/highlight/detail?id=1195151566","media":"老虎资讯综合","summary":"9月20日，思摩尔国际在港交所发布公告，全资子公司深圳麦时科技有限公司今日收到烟草专卖局颁发的烟草专卖生产企业许可证，有效期限自2022年9月5日至2023年9月30日。截止本公告日期，集团共有6家子","content":"<html><head></head><body><p>9月20日，<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>在港交所发布公告，全资子公司深圳麦时科技有限公司今日收到烟草专卖局颁发的烟草专卖生产企业许可证，有效期限自2022年9月5日至2023年9月30日。截止本公告日期，集团共有6家子公司获得烟草专卖生产企业许可证。</p><p><img src=\"https://static.tigerbbs.com/64fbbe25cc6edcffb00fb434ca81361c\" tg-width=\"719\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/></p></body></html>","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\" 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19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月20日，<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>在港交所发布公告，全资子公司深圳麦时科技有限公司今日收到烟草专卖局颁发的烟草专卖生产企业许可证，有效期限自2022年9月5日至2023年9月30日。截止本公告日期，集团共有6家子公司获得烟草专卖生产企业许可证。</p><p><img src=\"https://static.tigerbbs.com/64fbbe25cc6edcffb00fb434ca81361c\" tg-width=\"719\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7737ee455998ed9cd8611e9d2e205820","relate_stocks":{"BK1580":"烟草概念","06969":"思摩尔国际","BK1589":"北水核心资产","BK1242":"烟草"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195151566","content_text":"9月20日，思摩尔国际在港交所发布公告，全资子公司深圳麦时科技有限公司今日收到烟草专卖局颁发的烟草专卖生产企业许可证，有效期限自2022年9月5日至2023年9月30日。截止本公告日期，集团共有6家子公司获得烟草专卖生产企业许可证。","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839898543,"gmtCreate":1629132996282,"gmtModify":1676529942588,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/22ab302b831c510104b9205729957303","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549118574070267","authorIdStr":"3549118574070267"},"themes":[],"htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839898543","repostId":"839301528","repostType":1,"repost":{"id":839301528,"gmtCreate":1629120984964,"gmtModify":1676529936751,"author":{"id":"3502176745308642","authorId":"3502176745308642","name":"阿尔法工场","avatar":"https://static.tigerbbs.com/5c1e2784f547ee3820545b047bf31adf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502176745308642","authorIdStr":"3502176745308642"},"themes":[],"title":"* 金域醫學上半年淨利大增90.55%，2024年第三方檢測市場有望突破800億元","htmlText":"8月16日盤後，<a target=\"_blank\" href=\"https://laohu8.com/S/603882\">$金域醫學(603882)$</a>&nbsp;發佈公告：上半年營業收入54.55億元，同比增長57.01%；淨利潤10.59億元，同比增長90.55%。&nbsp;公司表示，報告期內積極參與國家新冠疫情防控工作，截至2021年6月30日累計核酸檢測量超過9900萬份。三級醫院收入繼續保持高速增長，收入佔比進一步提高至34.48%，區域獨立法人業務戰略穩步推進。&nbsp;有市場觀點認爲，公司依託自身強大的病毒檢測能力，積極參與全國抗擊新冠肺炎疫情戰鬥。拋開疫情因素，目前我國第三方醫療檢驗機構滲透率有非常大的提升空間，短期內市場規模預計將保持高速增長趨勢。資料顯示，2019年第三方醫學檢驗市場規模達到252.7億元，年複合增長率爲29.26%，預計至2024年市場規模有望突破800億元。&nbsp;2021年金域醫學保持高位震盪走勢，截至8月16日，年內漲幅6.7%。","listText":"8月16日盤後，<a target=\"_blank\" href=\"https://laohu8.com/S/603882\">$金域醫學(603882)$</a>&nbsp;發佈公告：上半年營業收入54.55億元，同比增長57.01%；淨利潤10.59億元，同比增長90.55%。&nbsp;公司表示，報告期內積極參與國家新冠疫情防控工作，截至2021年6月30日累計核酸檢測量超過9900萬份。三級醫院收入繼續保持高速增長，收入佔比進一步提高至34.48%，區域獨立法人業務戰略穩步推進。&nbsp;有市場觀點認爲，公司依託自身強大的病毒檢測能力，積極參與全國抗擊新冠肺炎疫情戰鬥。拋開疫情因素，目前我國第三方醫療檢驗機構滲透率有非常大的提升空間，短期內市場規模預計將保持高速增長趨勢。資料顯示，2019年第三方醫學檢驗市場規模達到252.7億元，年複合增長率爲29.26%，預計至2024年市場規模有望突破800億元。&nbsp;2021年金域醫學保持高位震盪走勢，截至8月16日，年內漲幅6.7%。","text":"8月16日盤後，$金域醫學(603882)$ 發佈公告：上半年營業收入54.55億元，同比增長57.01%；淨利潤10.59億元，同比增長90.55%。 公司表示，報告期內積極參與國家新冠疫情防控工作，截至2021年6月30日累計核酸檢測量超過9900萬份。三級醫院收入繼續保持高速增長，收入佔比進一步提高至34.48%，區域獨立法人業務戰略穩步推進。 有市場觀點認爲，公司依託自身強大的病毒檢測能力，積極參與全國抗擊新冠肺炎疫情戰鬥。拋開疫情因素，目前我國第三方醫療檢驗機構滲透率有非常大的提升空間，短期內市場規模預計將保持高速增長趨勢。資料顯示，2019年第三方醫學檢驗市場規模達到252.7億元，年複合增長率爲29.26%，預計至2024年市場規模有望突破800億元。 2021年金域醫學保持高位震盪走勢，截至8月16日，年內漲幅6.7%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839301528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839891792,"gmtCreate":1629132847016,"gmtModify":1676529942564,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/22ab302b831c510104b9205729957303","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549118574070267","authorIdStr":"3549118574070267"},"themes":[],"htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839891792","repostId":"839993012","repostType":1,"repost":{"id":839993012,"gmtCreate":1629113638236,"gmtModify":1676529934089,"author":{"id":"3469666730588285","authorId":"3469666730588285","name":"东哥的逻辑","avatar":"https://static.tigerbbs.com/353822250870391f1f67a74a8438da99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3469666730588285","authorIdStr":"3469666730588285"},"themes":[],"title":"“8月9日-8月13日”一週收評：慘淡的中概行情下的投資策略","htmlText":"本週先揚後抑制，主要受困於美股市場對於中概的愈加敏感以及政策干預的過分擔憂，因此中概股自從某打車軟件和K12教育股崩盤後一直萎靡不振，包括前期走勢不錯的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;根本原因在於投資者對於市場減持中概的持續擔憂，其中在週二軟銀“暫停”投資中國一消息放出後更是達到擔憂的頂峯。從軟銀集團投資地區分佈看，美國爲第一大投資地區，佔比34%，其次是中國23%，除中國外的亞洲地區佔比25%，歐盟佔比13%，拉美等地區佔比5%。軟銀對於中國資本市場的擔憂但是市場內其他外資似乎並沒受到政策干預帶來的重大影響，其中施羅德等資本反而在中概大幅回調的過程中逆勢抄底，聰明的資金也意識到了部分優質中概公司在此輪風暴中被錯殺的可能性：外資的逆勢抄底行爲另外知名成長公司配置基金ARK也並未放棄對於中國優秀科技公司的持有，在本週二的網絡研討會上，木頭姐表示“在投資中國資產這一問題上，其關注領域中許多公司多方面包括值等都在下降，可能不會很快恢復，甚至可能會進一步下跌。但她也明確，會在創新領域發現一些非常有趣的公司，所以會對此保持開放的態度。”目前ARK的ETF中仍持有京東、百度、小牛電動和比亞迪，合計持股比率達8.71%；持倉市值近25億美元（約合160億元人民幣），顯示出其對於電商及新能源車的信心。ARK目前的持倉本週內賬戶內比較平衡的原因是在美國公司選擇上配置了<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，雖然整體賬戶本週收跌但是得益於特斯拉今日創下最近新高，股價也突破了695-720美金的箱體區間穩步走強，而且在週二早盤少量加倉一筆，特斯拉依舊作爲東哥美股配置的重倉之一不會改變","listText":"本週先揚後抑制，主要受困於美股市場對於中概的愈加敏感以及政策干預的過分擔憂，因此中概股自從某打車軟件和K12教育股崩盤後一直萎靡不振，包括前期走勢不錯的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;根本原因在於投資者對於市場減持中概的持續擔憂，其中在週二軟銀“暫停”投資中國一消息放出後更是達到擔憂的頂峯。從軟銀集團投資地區分佈看，美國爲第一大投資地區，佔比34%，其次是中國23%，除中國外的亞洲地區佔比25%，歐盟佔比13%，拉美等地區佔比5%。軟銀對於中國資本市場的擔憂但是市場內其他外資似乎並沒受到政策干預帶來的重大影響，其中施羅德等資本反而在中概大幅回調的過程中逆勢抄底，聰明的資金也意識到了部分優質中概公司在此輪風暴中被錯殺的可能性：外資的逆勢抄底行爲另外知名成長公司配置基金ARK也並未放棄對於中國優秀科技公司的持有，在本週二的網絡研討會上，木頭姐表示“在投資中國資產這一問題上，其關注領域中許多公司多方面包括值等都在下降，可能不會很快恢復，甚至可能會進一步下跌。但她也明確，會在創新領域發現一些非常有趣的公司，所以會對此保持開放的態度。”目前ARK的ETF中仍持有京東、百度、小牛電動和比亞迪，合計持股比率達8.71%；持倉市值近25億美元（約合160億元人民幣），顯示出其對於電商及新能源車的信心。ARK目前的持倉本週內賬戶內比較平衡的原因是在美國公司選擇上配置了<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，雖然整體賬戶本週收跌但是得益於特斯拉今日創下最近新高，股價也突破了695-720美金的箱體區間穩步走強，而且在週二早盤少量加倉一筆，特斯拉依舊作爲東哥美股配置的重倉之一不會改變","text":"本週先揚後抑制，主要受困於美股市場對於中概的愈加敏感以及政策干預的過分擔憂，因此中概股自從某打車軟件和K12教育股崩盤後一直萎靡不振，包括前期走勢不錯的$蔚來(NIO)$ 根本原因在於投資者對於市場減持中概的持續擔憂，其中在週二軟銀“暫停”投資中國一消息放出後更是達到擔憂的頂峯。從軟銀集團投資地區分佈看，美國爲第一大投資地區，佔比34%，其次是中國23%，除中國外的亞洲地區佔比25%，歐盟佔比13%，拉美等地區佔比5%。軟銀對於中國資本市場的擔憂但是市場內其他外資似乎並沒受到政策干預帶來的重大影響，其中施羅德等資本反而在中概大幅回調的過程中逆勢抄底，聰明的資金也意識到了部分優質中概公司在此輪風暴中被錯殺的可能性：外資的逆勢抄底行爲另外知名成長公司配置基金ARK也並未放棄對於中國優秀科技公司的持有，在本週二的網絡研討會上，木頭姐表示“在投資中國資產這一問題上，其關注領域中許多公司多方面包括值等都在下降，可能不會很快恢復，甚至可能會進一步下跌。但她也明確，會在創新領域發現一些非常有趣的公司，所以會對此保持開放的態度。”目前ARK的ETF中仍持有京東、百度、小牛電動和比亞迪，合計持股比率達8.71%；持倉市值近25億美元（約合160億元人民幣），顯示出其對於電商及新能源車的信心。ARK目前的持倉本週內賬戶內比較平衡的原因是在美國公司選擇上配置了$特斯拉(TSLA)$ ，雖然整體賬戶本週收跌但是得益於特斯拉今日創下最近新高，股價也突破了695-720美金的箱體區間穩步走強，而且在週二早盤少量加倉一筆，特斯拉依舊作爲東哥美股配置的重倉之一不會改變","images":[{"img":"https://static.tigerbbs.com/c9c1d761ad9276a78b21a6b9174a20c2","width":"1361","height":"505"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839993012","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}