联储失去了耐心？-读者评论-倒序-经济通中国站

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联储失去了耐心？

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绿豆2021-07-03 11:00:18上汽集团与华为，打嘴炮

主动权[回复]
绿豆2021-07-03 10:45:00还不如去搬砖头，找人。
图图2021-07-03 10:25:20
美国：挂照片，献花，祈祷日本：鞠躬
内心富有2021-07-03 10:20:04
转美东时间周四、北京时间周五上午，乔拜登飞来佛罗里达州与失去亲人的家庭进行了一整天的会面，同时找来救援队和警官们和他开座谈会……完事之后参观了一座新修的纪念建筑，这玩意是市政府纪念刚刚在Surfside大楼倒塌中死亡和失踪的人们的，在表演了当众哭泣之后，这位伪总统乘飞机离开了。八旬高龄老演员当众表演哭泣，但他后来承认是想到了自己死去的原配这是乔拜登最新一次公开表演。作为混迹华盛顿半个世纪的老政客，他非常清楚美国的政治生态。其实大家对救不救人并不关心，关心的是各级领导的情绪性表演是否感人，也没人认为任何官员该对此承担责任。毕竟嘛，是民主国家……出了天大的事儿，底层百姓也只是盼着那些官在下一届政府期间失去工作，但往往难以如愿。由于担心周边建筑会进一步坍塌，援救现场本身被认为是不稳定的，拜登的车队并没有驶向真正的事发地，而是直接去了当地政府新修的纪念墙……这是一个刚刚被粉刷好的单薄建筑，算是当地新地标吧，那些失踪者的照片全都挂在这儿。
[回复]
绿豆2021-07-03 02:01:21拜登：在我领导下，创造了300万工作岗位，经济计划正在发挥作用
Biden who made this known on Friday via a post on his verified Facebook page expressed excitement that his administration’s economic plan is working.
In two different posts, the president said, “3 million jobs since we took office. Our economic plan is working.[回复]
绿豆2021-07-03 01:19:06美国汽油价格
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绿豆2021-07-03 01:00:30现场说明：COVID-19 Delta 变种 B.1.617.2 爆发的传输动力学 - 中国广东省，2021 年 5 月至 6 月
Notes from the Field: Transmission Dynamics of an Outbreak of the COVID-19 Delta Variant B.1.617.2 — Guangdong Province, China, May–June 2021
[回复]
绿豆2021-07-03 00:58:33中国疾控中心（CCDC）周报，分析了这次广东疫情Delta变异体的传播动态
R0为3.2，DELTA传播力提高了97%！！
2021年5月21日，中国广东省广州市丽湾区一名75岁妇女（5月18日出现症状）。。。。
Notes from the Field: Transmission Dynamics of an Outbreak of the COVID-19 Delta Variant B.1.617.2 — Guangdong Province, China, May–June 2021
图图2021-07-02 12:47:23
记得武汉疫情初发的时候，英国那个学者通过海外发现的病例数推算出武汉的疫情，并且指出大约什么时候控制住。以他当时的算法来算算台湾。。。。。。
绿豆2021-07-02 11:13:48
上海新增3例境外输入病例，其中1例台湾输入福建新增5例境外输入病例，其中4例台湾输入。
绿豆2021-07-02 00:09:08
疫情数据：广东大规模检测，超过六千万人次检测，阻断疫情台湾人口2400万，每天检测就几万次，至今累计检测没超过300万人次
绿豆2021-07-01 20:48:31
台湾新增本土确诊病例47例，新增13例死亡台湾打AZ疫苗死16例
绿豆2021-06-30 21:40:10
台湾发现新冠变异病毒Delta
绿豆2021-06-30 21:31:26
台湾新增本土确诊病例55例，新增5例死亡目前台湾打AZ疫苗死253例
绿豆2021-06-29 20:56:34
改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
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绿豆2021-07-02 23:35:47美国有钱，联邦政府3000万美元向吸毒者提供资助
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绿豆2021-07-02 23:15:23GE 世界500强

现在跟A股垃圾股差不多了[回复]
绿豆2021-07-02 23:06:21Q2 中国出口不会差的
绿豆2021-07-02 23:04:35
5月美国贸易逆差712亿美元 May Trade Deficit at $71.2B
[回复]
绿豆2021-07-02 23:04:355月美国贸易逆差712亿美元
May Trade Deficit at $71.2B
[回复]
绿豆2021-07-02 22:58:15美国10年期国债收益率 1.441%

美元指数跌[回复]
绿豆2021-07-02 16:25:38近5个交易日A股行业涨跌幅
[回复]
绿豆2021-07-02 16:23:11台湾新增本土确诊病例57例，新增15例死亡
绿豆2021-07-02 11:13:48
上海新增3例境外输入病例，其中1例台湾输入福建新增5例境外输入病例，其中4例台湾输入。
绿豆2021-07-02 00:09:08
疫情数据：广东大规模检测，超过六千万人次检测，阻断疫情台湾人口2400万，每天检测就几万次，至今累计检测没超过300万人次
绿豆2021-07-01 20:48:31
台湾新增本土确诊病例47例，新增13例死亡台湾打AZ疫苗死16例
绿豆2021-06-30 21:40:10
台湾发现新冠变异病毒Delta
绿豆2021-06-30 21:31:26
台湾新增本土确诊病例55例，新增5例死亡目前台湾打AZ疫苗死253例
绿豆2021-06-29 20:56:34
改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
[回复]
绿豆2021-07-02 15:56:30今天A股指数重挫，但有1582只股票上涨
A股涨跌分布
[回复]
绿豆2021-07-02 15:44:51国内也有许多金融工程论文关于动量策略Momentum Strategy

比如华泰证券：华泰单因子测试之动量类因子[回复]
绿豆2021-07-02 15:33:57近5个交易日A股涨幅前20只股票
神思电子 111.27%
熙菱信息 76.97%
富满电子 62.20%
彩讯股份 49.29%
吉药控股 47.63%
广誉远 43.13%
金辰股份 41.01%
中来股份 40.57%
海源复材 40.08%
三孚股份 39.78%
中恒集团 39.65%
万里马 35.77%
江中药业 34.83%
金力永磁 33.36%
利通电子 31.52%
春光科技 31.18%
中潜股份 30.52%
科力尔 28.97%
陇神戎发 28.62%
江特电机 28.41%[回复]
绿豆2021-07-02 15:14:52昨天中证50涨1.05%，本以为A股二八转换

今天没有想到二暴跌[回复]
绿豆2021-07-02 13:55:02A股纺织服饰指数创2019年来新高
绿豆2021-07-02 13:46:26
东南亚南亚疫情外贸订单回流中国
绿豆2021-07-02 13:44:23
越南疫情 Vietnam seeks to boost testing as coronavirus cases hit record HANOI (Reuters) - Vietnam reported a record in new coronavirus cases on Thursday and prepared to conduct mass testing on half of the population of its biggest city, as it tries to contain its biggest outbreak so far.
绿豆2021-07-02 01:15:34
孟加拉疫情 npr：Bangladesh Locks Down As Daily COVID Cases Quintuple
[回复]
绿豆2021-07-02 13:46:26东南亚南亚疫情

外贸订单回流中国
绿豆2021-07-02 13:44:23
越南疫情 Vietnam seeks to boost testing as coronavirus cases hit record HANOI (Reuters) - Vietnam reported a record in new coronavirus cases on Thursday and prepared to conduct mass testing on half of the population of its biggest city, as it tries to contain its biggest outbreak so far.
绿豆2021-07-02 01:15:34
孟加拉疫情 npr：Bangladesh Locks Down As Daily COVID Cases Quintuple
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绿豆2021-07-02 13:44:23越南疫情
Vietnam seeks to boost testing as coronavirus cases hit record
HANOI (Reuters) - Vietnam reported a record in new coronavirus cases on Thursday and prepared to conduct mass testing on half of the population of its biggest city, as it tries to contain its biggest outbreak so far.
绿豆2021-07-02 01:15:34
孟加拉疫情 npr：Bangladesh Locks Down As Daily COVID Cases Quintuple
[回复]
绿豆2021-07-02 11:13:48上海新增3例境外输入病例，其中1例台湾输入
福建新增5例境外输入病例，其中4例台湾输入。
绿豆2021-07-02 00:09:08
疫情数据：广东大规模检测，超过六千万人次检测，阻断疫情台湾人口2400万，每天检测就几万次，至今累计检测没超过300万人次
绿豆2021-07-01 20:48:31
台湾新增本土确诊病例47例，新增13例死亡台湾打AZ疫苗死16例
绿豆2021-06-30 21:40:10
台湾发现新冠变异病毒Delta
绿豆2021-06-30 21:31:26
台湾新增本土确诊病例55例，新增5例死亡目前台湾打AZ疫苗死253例
绿豆2021-06-29 20:56:34
改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
[回复]
绿豆2021-07-02 11:07:28美国新冠确诊病例上升
NBC：CDC reports rise in Covid cases as delta variant spreads
The CDC reports a 10 percent rise in new cases in just the last week. 25 percent of those cases have been linked to the delta variant.
绿豆2021-07-01 01:29:24
拜登：随着新冠变异病毒的蔓延，更多的美国人将死去 CNBC：Biden says more Americans will die as delta variant spreads: ‘You know it’s going to happen’ President Joe Biden said Thursday that Covid deaths in the 美国 will continue to rise due to the spread of the “dangerous” delta variant, calling it a “serious concern.”
绿豆2021-07-01 00:51:01
美国新冠确诊病例上升 According to an ABC News survey of state COVID dashboard data, upticks in COVID-19 infections are becoming increasingly apparent in some parts of the country, particularly in areas of low vaccination. Alabama (57.7%), Arizona (16.7%), Missouri (41.4%), Nevada (43.3%), Utah (22.3%), Virginia (20%) have seen increases in coronavirus cases over the last two weeks. Additionally, the city of Miami has seen a 60% week-on-week increase in cases per capita, and in the last week, it had a 27% test positivity. Only 30% of the city's adults are fully vaccinated, well below the state average of 45.7%.
绿豆2021-06-30 00:08:05
新冠变异病毒Delta 主要国家情况
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绿豆2021-07-02 02:16:00彭博搞笑报道
冬奥会，美国冰球队击败中国队，打击中国信心，影响到中国的崛起
A Bad Hockey Team Complicates China's Rise to Superpower Status
(Bloomberg) — With seven months until the Beijing Winter Olympics, Brandon Yip thought he’d be on the ice with the Chinese national hockey team by now.[回复]
绿豆2021-07-02 01:50:49原油价格涨过了75美元一桶。
[回复]
绿豆2021-07-02 01:30:35MOLAMOLA231
2021-07-02 01:13:56
周三(30日)公布有“小非农”之称的美国 ADP就业报告，随着疫苗接种加快经济重启步伐，6月私营部门新增就业逾69万人，远优于市场预期，餐旅部门贡献人数近半。

哈哈哈！！！
Perceived labor market slack is part of the reason for the Fed’s reluctance to begin withdrawing stimulus.
[回复]
绿豆2021-07-02 01:24:03疫情，把印度莫迪打回原形
The World Economics SMI report for India shows a deepening recession.
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绿豆2021-07-02 01:19:38标普500 回购股票
Here is the composition of the S&P 500 buyback yield:
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绿豆2021-07-02 01:15:34孟加拉疫情
npr：Bangladesh Locks Down As Daily COVID Cases Quintuple[回复]
绿豆2021-07-02 01:07:57英国疫情，日增病例回到2万以上
[回复]
绿豆2021-07-02 00:24:05美国纽约：高温，少用点电，不然会断电
New York City Mayor de Blasio urges residents to reduce electric use during heat emergency
Mayor Bill de Blasio said Wednesday afternoon that the city was experiencing a heat emergency and "urgently, urgently" called for New Yorkers to cut down electric use.
[回复]
绿豆2021-07-02 00:09:08疫情
数据：广东大规模检测，超过六千万人次检测，阻断疫情
台湾人口2400万，每天检测就几万次，至今累计检测没超过300万人次
绿豆2021-07-01 20:48:31
台湾新增本土确诊病例47例，新增13例死亡台湾打AZ疫苗死16例
绿豆2021-06-30 21:40:10
台湾发现新冠变异病毒Delta
绿豆2021-06-30 21:31:26
台湾新增本土确诊病例55例，新增5例死亡目前台湾打AZ疫苗死253例
绿豆2021-06-29 20:56:34
改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
[回复]
绿豆2021-07-02 00:02:59全球最大的智能手机市场
中国市场拥有9亿多用户，比印度、美国和印度尼西亚的总和还要大
[回复]
绿豆2021-07-01 22:41:48老苹果
2021-07-01 21:55:53
说的跟人家能干你也能干1样。我校友就是文艺复兴的，那个公司10多年前就100多人呢
绿豆
2021-07-01 21:01:47

哈哈哈！！！
条条大路通罗马[回复]
绿豆2021-07-01 22:39:41标普500创新高
比特币下跌 33119.27[回复]
绿豆2021-07-01 21:01:47老苹果
2021-07-01 20:48:16
在资讯爆炸的时代，不断降低的资讯壁垒正稀释着人与人之间的粘性，由此产生的精神生活贫瘠和空洞让人更乐意被信息裹挟。我们都认可，投资是认知的变现，按期货市场的收益分布特征，90%认知是错的，那么不难理解为什么优秀交易员更倾向于隐居式生活，放弃对高频信息的追逐，甚至主动过滤。

哈哈哈！！！
隐居式生活？？？
大佬詹姆斯西蒙斯，数学家（曾和陈省身共事），不懂经济的
量化交易。[回复]
绿豆2021-07-01 20:48:31台湾新增本土确诊病例47例，新增13例死亡

台湾打AZ疫苗死16例
绿豆2021-06-30 21:40:10
台湾发现新冠变异病毒Delta
绿豆2021-06-30 21:31:26
台湾新增本土确诊病例55例，新增5例死亡目前台湾打AZ疫苗死253例
绿豆2021-06-29 20:56:34
改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
[回复]
绿豆2021-07-01 20:38:53拉姆斯菲尔德，坑子，把美国拖进泥坑里，伊拉克阿富汗战争
DAILY BEAST： Donald Rumsfeld, Killer of 400,000 People, Dies Peacefully
Do not mourn the defense secretary. Mourn his victims. There were nearly too many to tally, but his Pentagon refused to count anyway.
图图2021-07-01 10:28:21
拉姆斯菲尔德去世了。他曾说过只要他在就不让我D活过一百年。于是他践行诺言，昨晚去世了。美国还是有这样体面的保守主义政治家的。
[回复]
绿豆2021-07-01 20:31:25近5个交易日A股涨幅前20只股票
神思电子 79.09%
熙菱信息 77.37%
哈森股份 55.65%
彩讯股份 53.64%
富满电子 50.59%
国科微 41.22%
广誉远 40.60%
华鹏飞 36.80%
科力尔 36.78%
陇神戎发 35.88%
石大胜华 35.13%
春光科技 34.90%
金辰股份 34.69%
中国一重 32.74%
康盛股份 32.26%
中来股份 31.98%
吉药控股 31.76%
健民集团 29.09%
新光药业 28.95%
圣邦股份 28.72%[回复]
绿豆2021-07-01 13:17:26中证50和中证100，在底部区域

上证指数会跌倒哪里？
绿豆2021-07-01 13:14:03
3月9日至今，底部反弹，A股主要指数涨跌幅最差：中证50和中证100
[回复]
绿豆2021-07-01 13:14:033月9日至今，底部反弹，A股主要指数涨跌幅
最差：中证50和中证100
[回复]
绿豆2021-07-01 12:46:20涨幅最好：科创50和创业板
最差：中证50和中证100
绿豆2021-07-01 12:40:02
上半年，A股主要指数涨跌幅
[回复]
绿豆2021-07-01 12:40:02上半年，A股主要指数涨跌幅
[回复]
绿豆2021-07-01 11:41:11印度版AZ疫苗未被欧盟认可

日赠台AZ疫苗未入世卫紧急使用清单
绿豆2021-06-30 21:31:26
台湾新增本土确诊病例55例，新增5例死亡目前台湾打AZ疫苗死253例
绿豆2021-06-29 20:56:34
改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
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绿豆2021-07-01 10:55:02禁了澳洲大龙虾后，美国大龙虾

2020年第四季度，中国进口商对美国波士顿龙虾的采购量创下历史记录，11月和12月份的进口总量达到3,223吨，进口额约5,120万美元，甚至超过2018年贸易战之前的单月贸易体量。
美国国家海洋与大气管理局（NOAA）统计，2020年全年，中国从美国进口7,944吨龙虾，价值1.29亿美元，较2019年（2,853吨）翻了一倍有余。[回复]
绿豆2021-07-01 02:37:477天吧，在不放弃寻找的努力下，共计找到16具尸体，仍有近150人下落不明
Surfside building collapse latest: Death toll rises to 16 as rescuers 'make headway'
"This is going to go on until we get everybody out of there," the mayor said.
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绿豆2021-07-01 02:05:30芒格赞扬中国抗疫情
He also praised China's response to the novel coronavirus. China imposed strictly enforced lockdowns and widespread curbs on movement, measures that would be less acceptable to Americans.
"They simply shut down the country for six weeks. And that turned out to be exactly the right thing to do," Munger said.
Buffett said the pandemic had hurt smaller companies the most.
绿豆2021-07-01 01:36:30
巴菲特搭档芒格说，支持限制蚂蚁 Berkshire's Munger says China right to clip Ma's wings (Reuters) -Berkshire Hathaway Inc Vice Chairman Charlie Munger praised China's move to impose a sweeping restructuring on Jack Ma’s Ant Group, the fintech giant whose record $37 billion IPO was derailed by regulators in November.
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绿豆2021-07-01 01:44:38美国学中国
The 97-year-old told CNBC in an interview alongside Berkshire CEO and billionaire investor Warren Buffett that the 美国 should take a leaf out of China's book and "step in preemptively to stop speculation".
绿豆2021-07-01 01:36:30
巴菲特搭档芒格说，支持限制蚂蚁 Berkshire's Munger says China right to clip Ma's wings (Reuters) -Berkshire Hathaway Inc Vice Chairman Charlie Munger praised China's move to impose a sweeping restructuring on Jack Ma’s Ant Group, the fintech giant whose record $37 billion IPO was derailed by regulators in November.
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绿豆2021-07-01 01:36:30巴菲特搭档芒格说，支持限制蚂蚁
Berkshire's Munger says China right to clip Ma's wings
(Reuters) -Berkshire Hathaway Inc Vice Chairman Charlie Munger praised China's move to impose a sweeping restructuring on Jack Ma’s Ant Group, the fintech giant whose record $37 billion IPO was derailed by regulators in November.
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绿豆2021-07-01 01:29:24拜登：随着新冠变异病毒的蔓延，更多的美国人将死去
CNBC：Biden says more Americans will die as delta variant spreads: ‘You know it’s going to happen’
President Joe Biden said Thursday that Covid deaths in the 美国 will continue to rise due to the spread of the “dangerous” delta variant, calling it a “serious concern.”
绿豆2021-07-01 00:51:01
美国新冠确诊病例上升 According to an ABC News survey of state COVID dashboard data, upticks in COVID-19 infections are becoming increasingly apparent in some parts of the country, particularly in areas of low vaccination. Alabama (57.7%), Arizona (16.7%), Missouri (41.4%), Nevada (43.3%), Utah (22.3%), Virginia (20%) have seen increases in coronavirus cases over the last two weeks. Additionally, the city of Miami has seen a 60% week-on-week increase in cases per capita, and in the last week, it had a 27% test positivity. Only 30% of the city's adults are fully vaccinated, well below the state average of 45.7%.
绿豆2021-06-30 00:08:05
新冠变异病毒Delta 主要国家情况
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绿豆2021-07-01 00:51:01美国新冠确诊病例上升
According to an ABC News survey of state COVID dashboard data, upticks in COVID-19 infections are becoming increasingly apparent in some parts of the country, particularly in areas of low vaccination. Alabama (57.7%), Arizona (16.7%), Missouri (41.4%), Nevada (43.3%), Utah (22.3%), Virginia (20%) have seen increases in coronavirus cases over the last two weeks.
Additionally, the city of Miami has seen a 60% week-on-week increase in cases per capita, and in the last week, it had a 27% test positivity. Only 30% of the city's adults are fully vaccinated, well below the state average of 45.7%.
绿豆2021-06-30 00:08:05
新冠变异病毒Delta 主要国家情况
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