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水中月镜
不做韭菜，⛽️
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水中月镜
水中月镜
·
2023-04-08
How to do , teache me
@nightfury：
cant win DIS without refer a new friend to join tiger [捂脸]
cant win DIS without refer a new friend to join tiger [捂脸]
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水中月镜
水中月镜
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2022-10-19
$特斯拉(TSLA)$
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水中月镜
水中月镜
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2021-06-29
Yaomamam
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水中月镜
水中月镜
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2021-06-17
Finally drop down
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水中月镜
水中月镜
·
2021-06-09
Sites
[Change] United Parcel Dived Intraday, Now Falling Over 5%
6月9日，联合包裹盘中跳水，现跌超5%，今日公司召开投资者日活动，更新了未来数年的财务指引。UPS预计2023年合并收入约在980亿美元至1020亿美元之间。预计2021-2023年累计资本支出约为1
[Change] United Parcel Dived Intraday, Now Falling Over 5%
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水中月镜
水中月镜
·
2021-05-22
He ear a lot of money
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水中月镜
水中月镜
·
2021-05-19
hi
Gao Yi clears the warehouse, and Gao Ling adds the warehouse! Why are their judgments so opposite?
近日，高毅资产披露了其最新美股持仓情况。数据显示，截至今年一季度末，高毅资产在美股市场持有21家公司的股票，总市值为4.1亿美元，相较于去年底小幅下降。其中，京东、拼多多、网易等中概股依旧是高毅资产的
Gao Yi clears the warehouse, and Gao Ling adds the warehouse! Why are their judgments so opposite?
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水中月镜
水中月镜
·
2021-05-02
Jiay
Reminder: A shares are closed for three days on May Day, and Hong Kong and US stocks trade as usual
五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，
Reminder: A shares are closed for three days on May Day, and Hong Kong and US stocks trade as usual
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水中月镜
水中月镜
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2021-03-30
Ai
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水中月镜
水中月镜
·
2021-03-11
=p
Just tonight, another key U.S. debt auction, global markets waiting with bated breath
2月25日的一次美债拍卖后，美股狂泻。历史是否会重演？ 周三，10年期美国国债将再次进行拍卖，由于这事关美债收益率走势，市场对此屏息凝视。 在这次拍卖中，其关键性作用的，可能是来自日本的美债买家。 日
Just tonight, another key U.S. debt auction, global markets waiting with bated breath
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Today, the company held an investor day activity and updated its financial guidance for the next few years. UPS expects consolidated revenue to be around $98 billion to $102 billion in 2023. Cumulative capital expenditures are projected to be approximately $13.5 billion to $14.5 billion in 2021-2023.</p><p><img src=\"https://static.tigerbbs.com/d31bf36591c9e3b11ee110aff2d29821\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>[Change] United Parcel Dived Intraday, Now Falling Over 5%</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\">\n[Change] United Parcel Dived Intraday, Now Falling Over 5%\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\">2021-06-09 22:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 9,<a href=\"https://laohu8.com/S/UPS\">United Parcel</a>Intraday diving, now down more than 5%. Today, the company held an investor day activity and updated its financial guidance for the next few years. UPS expects consolidated revenue to be around $98 billion to $102 billion in 2023. Cumulative capital expenditures are projected to be approximately $13.5 billion to $14.5 billion in 2021-2023.</p><p><img src=\"https://static.tigerbbs.com/d31bf36591c9e3b11ee110aff2d29821\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5edff54f0b520d2a5df5f8f67f40178d","relate_stocks":{"UPS":"联合包裹"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143414633","content_text":"6月9日，联合包裹盘中跳水，现跌超5%，今日公司召开投资者日活动，更新了未来数年的财务指引。UPS预计2023年合并收入约在980亿美元至1020亿美元之间。预计2021-2023年累计资本支出约为135亿至145亿美元。","news_type":1,"symbols_score_info":{"UPS":0.9}},"isVote":1,"tweetType":1,"viewCount":3849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133064699,"gmtCreate":1621671013511,"gmtModify":1704361325627,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"He ear a lot of money","listText":"He ear a lot of money","text":"He ear a lot of money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/133064699","repostId":"1128645604","repostType":4,"isVote":1,"tweetType":1,"viewCount":3922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197137900,"gmtCreate":1621432960000,"gmtModify":1704357572466,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/197137900","repostId":"1125247628","repostType":4,"repost":{"id":"1125247628","kind":"news","pubTimestamp":1621425849,"share":"https://ttm.financial/m/news/1125247628?lang=en_US&edition=fundamental","pubTime":"2021-05-19 20:04","market":"us","language":"zh","title":"Gao Yi clears the warehouse, and Gao Ling adds the warehouse! Why are their judgments so opposite?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125247628","media":"上海证券报","summary":"近日，高毅资产披露了其最新美股持仓情况。数据显示，截至今年一季度末，高毅资产在美股市场持有21家公司的股票，总市值为4.1亿美元，相较于去年底小幅下降。其中，京东、拼多多、网易等中概股依旧是高毅资产的","content":"<p><div>Recently, Gaoyi Assets disclosed its latest US stock holdings. According to the data, as of the end of the first quarter of this year, Gaoyi Assets held the shares of 21 companies in the US stock market, with a total market value of $410 million, a slight decrease compared with the end of last year. Among them, JD.COM, Pinduoduo, Netease and other Chinese stocks are still the important layout of Gaoyi assets. From the perspective of position adjustment, Gaoyi Assets cleared Alibaba in the first quarter. It is worth noting that Gaochun, which just announced its position in U.S. stocks, slightly increased its position in Alibaba in the first quarter. Why are the asset management bosses so different from the technology stocks in the U.S. market? Stars like Alibaba,...</p><p><a href=\"https://mp.weixin.qq.com/s/55RkDjFH_LtKBTPsPrdW1Q\">Web link</a></div></p>","source":"shzqb","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>Gao Yi clears the warehouse, and Gao Ling adds the warehouse! Why are their judgments so opposite?</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\">\nGao Yi clears the warehouse, and Gao Ling adds the warehouse! Why are their judgments so opposite?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-05-19 20:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Recently, Gaoyi Assets disclosed its latest US stock holdings. According to the data, as of the end of the first quarter of this year, Gaoyi Assets held the shares of 21 companies in the US stock market, with a total market value of $410 million, a slight decrease compared with the end of last year. Among them, JD.COM, Pinduoduo, Netease and other Chinese stocks are still the important layout of Gaoyi assets. From the perspective of position adjustment, Gaoyi Assets cleared Alibaba in the first quarter. It is worth noting that Gaochun, which just announced its position in U.S. stocks, slightly increased its position in Alibaba in the first quarter. Why are the asset management bosses so different from the technology stocks in the U.S. market? Stars like Alibaba,...</p><p><a href=\"https://mp.weixin.qq.com/s/55RkDjFH_LtKBTPsPrdW1Q\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/55RkDjFH_LtKBTPsPrdW1Q\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://mp.weixin.qq.com/s/55RkDjFH_LtKBTPsPrdW1Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125247628","content_text":"近日，高毅资产披露了其最新美股持仓情况。数据显示，截至今年一季度末，高毅资产在美股市场持有21家公司的股票，总市值为4.1亿美元，相较于去年底小幅下降。其中，京东、拼多多、网易等中概股依旧是高毅资产的重要布局。\n从调仓方向来看，高毅资产一季度清仓了阿里巴巴，值得注意的是，刚刚公布美股持仓不久的高瓴一季度却小幅加仓了阿里巴巴，为何资管大佬对美国市场的科技中概股分歧如此之大？阿里巴巴、拼多多等明星中概股在回调后是否存在投资机会？\n集中持股 偏爱中概股\n美国证监会最新披露的数据显示，截至今年3月底，高毅资产旗下共计持仓21家美股上市公司，持股市值合计为4.1亿美元。\n\n从高毅资产的美股持仓可以看出，其标的非常集中，前五大重仓股为拼多多、微博、网易、哔哩哔哩和好未来，前五大重仓股合计市值为3.14亿美元，占整个高毅美股持仓的比例为76.3%。\n不仅是前五大重仓股全部为中概股，在高毅资产美股持仓的前十大重仓股中，中概股也是主角。数据显示，截至一季度末，高毅资产前十大重仓股中的中概股数量为9只。\n清仓阿里巴巴\n从调仓动作看，高毅资产一季度大手笔减持了微博、拼多多等科技股，其中比较引人注意的是，其一季度清仓了阿里巴巴。\n数据显示，截至今年一季度末，高毅资产持有拼多多97.1万股，相比于去年底的105.78万股小幅下降，持有微博111.9万股，相比于去年底的131.8万股减持近20万股，一季度还减持了哔哩哔哩1.25万股。另外，高毅资产去年底还持有阿里巴巴1.97万股，截至今年一季度末，阿里巴巴已经在高毅资产的美股持仓中消失。\n值得注意的是，高毅资产对于阿里巴巴的操作与前不久公布美股持仓的高瓴截然相反。\n公开资料显示，高瓴去年四季度清仓了阿里巴巴，但在今年一季度却小幅加仓该股票。\n从股价走势来看，阿里巴巴由于负面消息频出，去年四季度以来一直处于震荡调整状态。Choice数据显示，去年11月、12月阿里巴巴股价跌幅分别为13.56%和11.63%，截至5月17日，今年以来的跌幅更是超过9%。\n\n“高毅资产和高瓴的美股持仓体量本就不一样，持有阿里巴巴的时间也不尽相同，因此操作相反情有可原。阿里巴巴虽然估值有所消化，一季度业绩也不错，但美债收益率的快速提升，传统电商行业格局和政策层面的不确定性提升，都是资金犹豫的重要原因，因此机构投资者的分歧也越来越明显。”沪上一位私募人士直言。\n美股科技板块存分歧\n从近期密集披露的高瓴、高毅资产、景林资产等私募巨头的美股持仓情况来看，不仅是阿里巴巴，其对多只科技股的操作分歧较为明显。\n比如，景林资产和高毅资产一季度选择减仓拼多多，阶段性回避高估值回调风险，高瓴却无惧波动，一季度末持有拼多多的数量相比于去年底无变化，高瓴今年一季度减持了京东，而高毅资产则新进买入该股票。\n北京一位私募基金经理直言：“目前市场对于拼多多的顾虑有两方面，一是在流动性收紧的过程中股票存在估值回调风险，二是拼多多的盈利模式能否持续还需要继续观察，而阿里巴巴虽然经过下跌，但也需要警惕政策面的扰动因素，所以市场尚未达成一致预期，不过必须承认的是，一般市场对某只标的存在分歧的时候，也大概率是投资的好时机，可以重点关注。”","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101774776,"gmtCreate":1619953213795,"gmtModify":1704336734623,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"Jiay","listText":"Jiay","text":"Jiay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101774776","repostId":"1170908014","repostType":4,"repost":{"id":"1170908014","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":1618906754,"share":"https://ttm.financial/m/news/1170908014?lang=en_US&edition=fundamental","pubTime":"2021-04-20 16:19","market":"sh","language":"zh","title":"Reminder: A shares are closed for three days on May Day, and Hong Kong and US stocks trade as usual","url":"https://stock-news.laohu8.com/highlight/detail?id=1170908014","media":"老虎资讯综合","summary":"五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，","content":"<p>The May Day holiday is coming soon. It is worth mentioning that this year's May Day Labor Day will continue to take five consecutive days off. Regarding the arrangement of the May Day stock market, it is also the focus of investors' attention. Let's take a look at how many days the May Day stock market will be closed in 2021?<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A shares:</b></p><p>The market will be closed from Saturday, May 1 to Wednesday, May 5, and will open as usual from Thursday, May 6.</p><p><b>Hong Kong stocks:</b></p><p>Trading as usual.</p><p><b>U.S. stocks:</b></p><p>Trading as usual.</p><p><b>UK shares:</b></p><p>May 3rd (Monday) is the traditional British holiday Bank holiday, and the British stock market is closed for one day</p><p><b>Singapore Market:</b></p><p>Trading as usual.</p><p><b>Australian Market:</b></p><p>Trading as usual.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed from Saturday, May 1 to Wednesday, May 5 and open as usual from Thursday, May 6.</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed from Thursday, April 29 to Wednesday, May 5 and open as usual from Thursday, May 6.</p><p>I wish you the most beautiful workers a happy May Day, peace and joy!<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></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: A shares are closed for three days on May Day, and Hong Kong and US stocks trade as usual</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: A shares are closed for three days on May Day, and Hong Kong and US stocks trade as usual\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\">2021-04-20 16:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The May Day holiday is coming soon. It is worth mentioning that this year's May Day Labor Day will continue to take five consecutive days off. Regarding the arrangement of the May Day stock market, it is also the focus of investors' attention. Let's take a look at how many days the May Day stock market will be closed in 2021?<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A shares:</b></p><p>The market will be closed from Saturday, May 1 to Wednesday, May 5, and will open as usual from Thursday, May 6.</p><p><b>Hong Kong stocks:</b></p><p>Trading as usual.</p><p><b>U.S. stocks:</b></p><p>Trading as usual.</p><p><b>UK shares:</b></p><p>May 3rd (Monday) is the traditional British holiday Bank holiday, and the British stock market is closed for one day</p><p><b>Singapore Market:</b></p><p>Trading as usual.</p><p><b>Australian Market:</b></p><p>Trading as usual.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed from Saturday, May 1 to Wednesday, May 5 and open as usual from Thursday, May 6.</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed from Thursday, April 29 to Wednesday, May 5 and open as usual from Thursday, May 6.</p><p>I wish you the most beautiful workers a happy May Day, peace and joy!<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170908014","content_text":"五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，5月6日（周四）起照常开市。港股：照常交易。美股：照常交易。英股：5月3日（周一）为英国传统节日Bank holiday，英股休市一日新加坡市场：照常交易。澳大利亚市场：照常交易。沪股通、深股通：5月1日（周六）至5月5日（周三）关闭，5月6日（周四）起照常开通。港股通：4月29日（周四）至5月5日（周三）关闭，5月6日（周四）起照常开通。祝各位最美劳动者五一节日快乐，平安喜乐！","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355863767,"gmtCreate":1617061211260,"gmtModify":1704801374764,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"Ai","listText":"Ai","text":"Ai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355863767","repostId":"2123571172","repostType":4,"isVote":1,"tweetType":1,"viewCount":3751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321832163,"gmtCreate":1615420747752,"gmtModify":1704782488399,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"=p","listText":"=p","text":"=p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321832163","repostId":"2118567964","repostType":4,"repost":{"id":"2118567964","kind":"news","pubTimestamp":1615384219,"share":"https://ttm.financial/m/news/2118567964?lang=en_US&edition=fundamental","pubTime":"2021-03-10 21:50","market":"us","language":"zh","title":"Just tonight, another key U.S. debt auction, global markets waiting with bated breath","url":"https://stock-news.laohu8.com/highlight/detail?id=2118567964","media":"华尔街见闻","summary":"2月25日的一次美债拍卖后，美股狂泻。历史是否会重演？\n周三，10年期美国国债将再次进行拍卖，由于这事关美债收益率走势，市场对此屏息凝视。\n在这次拍卖中，其关键性作用的，可能是来自日本的美债买家。\n日","content":"<p>After a US debt auction on February 25th, US stocks plummeted. Will history repeat itself?</p><p>On Wednesday, the 10-year U.S. Treasury Bond will be auctioned again, and the market stares with bated breath because it is related to the trend of U.S. bond yields.</p><p>In this auction, its key role may be U.S. debt buyers from Japan.</p><p><h2>Japanese investors make a difference</h2><b>The market believes that the key to the results of Wednesday's auction is the demand of Japanese investors.</b></p><p>Since June 2019, Japan's U.S. debt holdings have surpassed China for the first time since May 2017, and have been promoted to the first place. At present, Japan remains the largest foreign holder of U.S. government bonds.</p><p><b>Canada<a href=\"https://laohu8.com/S/BMO\">Bank of Montreal</a>Ben Jeffery, a US fixed-income market analyst, said that part of the reason for the weak demand for the seven-year US debt auction at the end of last month was a reduction in Japanese purchases.</b></p><p>On February 25th, the U.S. Treasury auctioned $62 billion of seven-year Treasury Bond. The bid-to-cover ratio, a measure of demand, was only 2.04, a record low, and far below the average subscription multiple of 2.35 in the previous six auctions.</p><p>Jeffery says:</p><p>The auction of 10-year U.S. bonds will continue the same trend.<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Meghan Swiber, a fixed income analyst, said:</p><p>We believe that as the yield of U.S. bonds rises, Japanese investors and pension funds in other countries will buy U.S. bonds, because U.S. bonds are indeed more attractive than the fixed-income markets in these countries. It is worth noting that recently, Japan has also been the main force in selling U.S. debt.</p><p>According to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Statistics show that Japan changed from a net buyer to a net seller of foreign bonds in February. In the last two weeks of February, Japan sold off overseas bonds, mainly U.S. debt, totaling 3.6 trillion yen, the fastest on record.</p><p><img src=\"https://static.tigerbbs.com/eceb3469cea9db552a8efb409268e9e2\" tg-width=\"449\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p><p>Among them, Japan's banking industry is the main force in this tide of selling US debt.</p><p><img src=\"https://static.tigerbbs.com/13405f269fee75decd5df1775327f235\" tg-width=\"466\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>Why are Japanese investors selling U.S. bonds like crazy recently?</p><p>Jeffery analyzed that this is related to the fact that Japan is approaching the end of its fiscal year on March 31st.</p><p><h2>What does this auction mean for the market?</h2><b>The U.S. Treasury Department auctioned $62 billion of 7-year Treasury Bond on Feb. 25</b>, this batch of auction<b>The 7-year Treasury Bond bid-winning rate is 1.195%, the highest cut-off yield since February.</b>That meant no foreign investors wanted American Treasury Bond anymore,<b>This is definitely the most embarrassing and disastrous moment in the seven-year U.S. Treasury auction in years.</b></p><p>At that time, after the results of the 7-year U.S. bond auction were released, the U.S. bond market experienced a flash crash, and the yields of U.S. bonds of various maturities started the \"flying\" mode, and the 10-year yields continuously rose above 1.5% and 1.6%.<b>It skyrocketed 23 basis points on the day. U.S. technology stocks also tumbled, with the Nasdaq plunging 3.52% on the day.</b></p><p>The Financial Times quoted Gennadiy Goldberg, an interest rate strategist at TD Securities, as saying,<b>Until the new batch of U.S. debt auctions are completed, investors will be on pins and needles.</b>He mentioned:</p><p><b>The fear is that one of the auctions will be as bad or worse than the last 7-year, triggering a new round of selling</b>…That led to a new round of market turmoil, and then another scramble to escape. On Tuesday, the U.S. Treasury Department auctioned off a $58 billion three-year Treasury Bond with a winning bid rate of 0.355% and a bid multiple increasing from 2.391 to 2.689, the highest level since June 2018. The yield of three-year U.S. bonds fell by 1.08 basis points in the short term, hitting a minimum of 0.3283%, and the overall fluctuation range during the day was less than 2.00 basis points.</p><p>Regarding Wednesday's U.S. debt auction, Gregory Whiteley, portfolio manager of Double Line, said:</p><p>I think this auction, will have a significant impact on the market sentiment in the coming weeks.<b>Analysts at NatWest in the UK predicted in a report that Wednesday's auction of 10-year U.S. bonds and the subsequent auction of 30-year U.S. bonds may cause \"yields to soar again in the middle of the week\".</b></p><p>NatWest said Tuesday's $58 billion U.S. three-year Treasury Bond auction was \"not good enough to reassure the market about the 10-year U.S. debt auction.\"</p><p>Last year, the U.S. Treasury significantly increased its bond issuance to fund the stimulus package.</p><p>According to SIFMA, the total amount of new U.S. government bond issuances in 2020 was about $3.6 trillion, compared to $2.9 trillion in 2019. ING said the total amount of Treasury Bond issued in the United States is expected to reach $4 trillion this year, considering the $1.9 trillion fiscal plan that is about to land in the United States.</p>","source":"wallstreetcn_api","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>Just tonight, another key U.S. debt auction, global markets waiting with bated breath</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\">\nJust tonight, another key U.S. debt auction, global markets waiting with bated breath\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-03-10 21:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a US debt auction on February 25th, US stocks plummeted. Will history repeat itself?</p><p>On Wednesday, the 10-year U.S. Treasury Bond will be auctioned again, and the market stares with bated breath because it is related to the trend of U.S. bond yields.</p><p>In this auction, its key role may be U.S. debt buyers from Japan.</p><p><h2>Japanese investors make a difference</h2><b>The market believes that the key to the results of Wednesday's auction is the demand of Japanese investors.</b></p><p>Since June 2019, Japan's U.S. debt holdings have surpassed China for the first time since May 2017, and have been promoted to the first place. At present, Japan remains the largest foreign holder of U.S. government bonds.</p><p><b>Canada<a href=\"https://laohu8.com/S/BMO\">Bank of Montreal</a>Ben Jeffery, a US fixed-income market analyst, said that part of the reason for the weak demand for the seven-year US debt auction at the end of last month was a reduction in Japanese purchases.</b></p><p>On February 25th, the U.S. Treasury auctioned $62 billion of seven-year Treasury Bond. The bid-to-cover ratio, a measure of demand, was only 2.04, a record low, and far below the average subscription multiple of 2.35 in the previous six auctions.</p><p>Jeffery says:</p><p>The auction of 10-year U.S. bonds will continue the same trend.<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Meghan Swiber, a fixed income analyst, said:</p><p>We believe that as the yield of U.S. bonds rises, Japanese investors and pension funds in other countries will buy U.S. bonds, because U.S. bonds are indeed more attractive than the fixed-income markets in these countries. It is worth noting that recently, Japan has also been the main force in selling U.S. debt.</p><p>According to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Statistics show that Japan changed from a net buyer to a net seller of foreign bonds in February. In the last two weeks of February, Japan sold off overseas bonds, mainly U.S. debt, totaling 3.6 trillion yen, the fastest on record.</p><p><img src=\"https://static.tigerbbs.com/eceb3469cea9db552a8efb409268e9e2\" tg-width=\"449\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p><p>Among them, Japan's banking industry is the main force in this tide of selling US debt.</p><p><img src=\"https://static.tigerbbs.com/13405f269fee75decd5df1775327f235\" tg-width=\"466\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>Why are Japanese investors selling U.S. bonds like crazy recently?</p><p>Jeffery analyzed that this is related to the fact that Japan is approaching the end of its fiscal year on March 31st.</p><p><h2>What does this auction mean for the market?</h2><b>The U.S. Treasury Department auctioned $62 billion of 7-year Treasury Bond on Feb. 25</b>, this batch of auction<b>The 7-year Treasury Bond bid-winning rate is 1.195%, the highest cut-off yield since February.</b>That meant no foreign investors wanted American Treasury Bond anymore,<b>This is definitely the most embarrassing and disastrous moment in the seven-year U.S. Treasury auction in years.</b></p><p>At that time, after the results of the 7-year U.S. bond auction were released, the U.S. bond market experienced a flash crash, and the yields of U.S. bonds of various maturities started the \"flying\" mode, and the 10-year yields continuously rose above 1.5% and 1.6%.<b>It skyrocketed 23 basis points on the day. U.S. technology stocks also tumbled, with the Nasdaq plunging 3.52% on the day.</b></p><p>The Financial Times quoted Gennadiy Goldberg, an interest rate strategist at TD Securities, as saying,<b>Until the new batch of U.S. debt auctions are completed, investors will be on pins and needles.</b>He mentioned:</p><p><b>The fear is that one of the auctions will be as bad or worse than the last 7-year, triggering a new round of selling</b>…That led to a new round of market turmoil, and then another scramble to escape. On Tuesday, the U.S. Treasury Department auctioned off a $58 billion three-year Treasury Bond with a winning bid rate of 0.355% and a bid multiple increasing from 2.391 to 2.689, the highest level since June 2018. The yield of three-year U.S. bonds fell by 1.08 basis points in the short term, hitting a minimum of 0.3283%, and the overall fluctuation range during the day was less than 2.00 basis points.</p><p>Regarding Wednesday's U.S. debt auction, Gregory Whiteley, portfolio manager of Double Line, said:</p><p>I think this auction, will have a significant impact on the market sentiment in the coming weeks.<b>Analysts at NatWest in the UK predicted in a report that Wednesday's auction of 10-year U.S. bonds and the subsequent auction of 30-year U.S. bonds may cause \"yields to soar again in the middle of the week\".</b></p><p>NatWest said Tuesday's $58 billion U.S. three-year Treasury Bond auction was \"not good enough to reassure the market about the 10-year U.S. debt auction.\"</p><p>Last year, the U.S. Treasury significantly increased its bond issuance to fund the stimulus package.</p><p>According to SIFMA, the total amount of new U.S. government bond issuances in 2020 was about $3.6 trillion, compared to $2.9 trillion in 2019. ING said the total amount of Treasury Bond issued in the United States is expected to reach $4 trillion this year, considering the $1.9 trillion fiscal plan that is about to land in the United States.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3623180\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62b889d823b16eb88fde7821485a6ea1","relate_stocks":{"GOVT":"iShares安硕核心美国国债ETF","TLT":"20+年以上美国国债ETF-iShares","BND":"债券指数ETF-Vanguard美国","IEF":"债券指数ETF-iShares Barclays 7-10年","IEI":"iShares Barclays 3-7 Year Trea","SHY":"债券指数ETF-iShares Barclays 1-3年国债"},"source_url":"https://wallstreetcn.com/articles/3623180","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118567964","content_text":"2月25日的一次美债拍卖后，美股狂泻。历史是否会重演？\n周三，10年期美国国债将再次进行拍卖，由于这事关美债收益率走势，市场对此屏息凝视。\n在这次拍卖中，其关键性作用的，可能是来自日本的美债买家。\n日本投资者举足轻重\n市场认为，周三拍卖结果好坏的关键，是日本投资者的需求。\n2019年6月起，日本的美债持仓规模自2017年5月来首次超越中国，晋升为第一位。目前，日本依然是美国政府债券的最大外国持有者。\n加拿大蒙特利尔银行的美国固收市场分析师Ben Jeffery说，上月底的7年期美债拍卖需求疲软的部分原因就是日本的购买量减少。\n在2月25日，美国财政部拍卖620亿美元的7年期国债，衡量需求的指标投标倍数（bid-to-cover ratio）仅为2.04，创历史新低，并远低于此前六次拍卖的认购倍数均值2.35。\nJeffery说：\n\n 10年期美债的拍卖会延续同样的趋势。\n\n美国银行固收分析师Meghan Swiber称：\n\n 我们认为，随着美债收益率上升，日本投资者和其他国家的养老基金都会买入美债，因为相较于这些国家的固收市场而言，美债的确更有吸引力。\n\n值得注意的是，最近，日本也是抛售美债的主力。\n据摩根大通统计，日本在2月从外国债券的净买家转变为净卖家。2月的最后两周，日本净抛售海外债券（主要是美债）总额达3.6万亿日元，为有史以来最快。\n\n其中，日本银行业又是这次抛售美债大潮中的主力。\n\n为什么最近日本投资者疯狂抛售美债？\nJeffery分析称，这和日本临近3月31日的财政年底相关。\n这次拍卖对市场意味着什么？\n2月25日，美国财政部拍卖620亿美元的7年期国债，这一批标售的7年期国债得标利率为1.195%，是2月以来最高的截标收益率。当时有评论称，这意味没有外国投资者想要美国国债了，这绝对堪称多年来7年期美债拍卖的最尴尬和最具灾难性的时刻。\n在当时7年期美债标售结果出炉后，美债市场出现闪崩，各期限美债收益率开启“放飞”模式，10年期收益率连续涨破1.5%和1.6%两道关口，当天暴涨23个基点。美国科技股同样重挫，纳指当天暴跌3.52%。\n英国《金融时报》援引TD Securities利率策略师Gennadiy Goldberg称，在新一批美债拍卖完成之前，投资者都会如坐针毡。他提到：\n\n人们担心的是，其中某一批的拍卖结果会和上次7年期一样糟糕，或者更坏，从而引发新一轮的抛售……进而导致新一轮市场动荡，然后就是又一次的争相出逃。\n\n周二，美国财政部拍卖580亿美元三年期国债，得标利率0.355%，投标倍数从2.391增至2.689，为2018年6月以来的最高水平。三年期美债收益率短线下挫1.08个基点，最低触及0.3283%，日内整体波动幅度不足2.00个基点。\n对于本周三的美债拍卖，Double Line投资组合经理Gregory Whiteley称：\n\n 我认为这次拍卖会，将会对未来几周内的市场情绪产生重大影响。\n\n英国NatWest的分析师在一份报告中预测，周三的10年期美债拍卖以及随后的30年期美债拍卖或将导致“收益率在周中再一次飙升”。\nNatWest表示，周二的580亿美元的美国三年期国债拍卖“没有好到让市场对10年期美债拍卖放心的程度”。\n去年，美国财政部大幅增加了债券发行，以资助经济刺激计划。\n根据SIFMA的数据，2020年美国政府新发行的债券总量约为3.6万亿美元，而2019年为2.9万亿美元。 ING表示，考虑到美国即将落地的1.9万亿美元财政计划，预计今年美国发行的国债总量将达到4万亿美元。","news_type":1,"symbols_score_info":{"BND":0.9,"UBmain":0.9,"ZTmain":0.9,"IEF":0.9,"IEI":0.9,"TNmain":0.9,"ZFmain":0.9,"ZBmain":0.9,"GOVT":0.9,"SHY":0.9,"ZNmain":0.9,"TLT":0.9}},"isVote":1,"tweetType":1,"viewCount":3754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}