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读懂“内循环”天书
用户评论 条↑顺序1- 2020-07-30 01:18:06首先，内需为先，尽量进口替代
产业升级 - 2020-07-30 01:27:05大多小空
2020-07-29 22:34:41
388，NDAQ等赌场股今年走势强劲。
绿豆
2020-07-29 21:54:26
罗素1000
There are 170 names in the Russell 1000 that are up 100% or more from their bottom.
Wayfair, 835%
Tesla, 326%
Wendy’s, 211%
Docusign, 194%
Zillow, 165%
Chipotle, 144%
Roku, 140%
Beyond Meat, 140%
GrubHub, 130%
Zoom, 124% - 2020-07-30 01:33:07大资金与散户区别
For an asset manager with $10 billion, every additional basis point (0.01%) in annual return generates $1 million in additional assets. For a retail investor with $100,000, every additional basis point only generates $10 in new assets. - 2020-07-30 01:45:15阿尔法，贝塔
alpha，beta
Still, many retail investors worship at the temple of alpha when they really should be praying for beta.
Quantification and comparison in finance is easy2020-07-30 01:33:07大资金与散户区别 For an asset manager with $10 billion, every additional basis point (0.01%) in annual return generates $1 million in additional assets. For a retail investor with $100,000, every additional basis point only generates $10 in new assets.
- 2020-07-30 09:38:57内循环
新冠，美国日增死亡人数又1400多人
ABC：US reports most deaths since mid-May
The U.S. has recorded its highest number of deaths from COVID-19 since mid-May, according to The COVID Tracking Project.
There were 1,418 deaths reported on Wednesday, the most since May 15, the project found. - 2020-07-30 09:58:45内循环
新冠，美国是怎样成为世界领先的？
ABC：'American Catastrophe: How Did We Get Here?': 5 key takeaways
https://abcnews.go.com/Health/american-catastrophe-key-takeaways/story?id=72010774&cid=clicksource_4380645_2_heads_hero_live_hero_hed2020-07-30 09:38:57内循环 新冠，美国日增死亡人数又1400多人 ABC：US reports most deaths since mid-May The U.S. has recorded its highest number of deaths from COVID-19 since mid-May, according to The COVID Tracking Project. There were 1,418 deaths reported on Wednesday, the most since May 15, the project found.
- 2020-07-30 15:23:32近5个交易日A股涨幅前20只股票
从2020-07-24到2020-07-30,股票涨幅最多的20只股票如下表
000411.XSHE 英特集团 59.77%
002625.XSHE 光启技术 53.20%
601216.XSHG 君正集团 52.24%
002287.XSHE 奇正藏药 49.17%
002069.XSHE 獐子岛 47.67%
000698.XSHE 沈阳化工 38.86%
300758.XSHE 七彩化学 38.85%
603178.XSHG 圣龙股份 38.10%
600211.XSHG 西藏药业 37.44%
300307.XSHE 慈星股份 31.41%
000822.XSHE 山东海化 30.65%
002163.XSHE 海南发展 30.56%
600531.XSHG 豫光金铅 29.35%
300185.XSHE 通裕重工 28.77%
002610.XSHE 爱康科技 28.11%
600196.XSHG 复星医药 27.76%
600331.XSHG 宏达股份 27.39%
600336.XSHG 澳柯玛 26.36%
600371.XSHG 万向德农 26.34%
002026.XSHE 山东威达 26.24% - 2020-07-30 22:17:06最好的市场中立基金之一是由机器人运行
Castle Ridge的AI动力对冲基金在市场中立的同行苦苦挣扎的时候获得了两位数的收益
One of the Best Market Neutral Funds Is Run by a Robot
https://www.institutionalinvestor.com/article/b1mq53b3bnn3r3/One-of-the-Best-Market-Neutral-Funds-Is-Run-by-a-Robot - 2020-07-30 22:29:51华为第二季度超过70%的销售额来自中国2020-07-30 18:47:50
估计大部分，都在国内市场，华为这个伤，要好些年才能好呢
2020-07-30 18:01:38二季度，华为手机超三星成为全球第一。 当然这有新冠疫情中国防疫最成功，而三星的欧美市场受灾严重的原因，也反映了华为的韧性。
- 2020-07-31 11:27:44新冠，纽约分析师悲伤（Sad State）
I don’t think you can have 50 states’ governors issuing 50 sets of diverging orders on 50 different timetables and come out with a satisfactory response to a virus that doesn’t respect or recognize borders. Other countries tackled this as a health emergency. We treated it as just another excuse to fight with each other. We were failed by the people in charge and by our fellow Americans. If and when the children don’t return to school this September, you will be doubly reminded of this objective, undeniable fact.2020-07-30 09:58:45内循环 新冠，美国是怎样成为世界领先的？ ABC：'American Catastrophe: How Did We Get Here?': 5 key takeaways https://abcnews.go.com/Health/american-catastrophe-key-takeaways/story?id=72010774&cid=clicksource_4380645_2_heads_hero_live_hero_hed
2020-07-30 09:38:57内循环 新冠，美国日增死亡人数又1400多人 ABC：US reports most deaths since mid-May The U.S. has recorded its highest number of deaths from COVID-19 since mid-May, according to The COVID Tracking Project. There were 1,418 deaths reported on Wednesday, the most since May 15, the project found.
- 2020-07-31 11:43:54苹果，亚马逊市值，罗素1000
图发不出
The chart below is a good way to visualize the dominance. It shows the combined market cap of Apple and Amazon has sped ahead of the Russell 2000. - 2020-07-31 11:44:53罗素20002020-07-31 11:43:54
苹果，亚马逊市值，罗素1000 图发不出 The chart below is a good way to visualize the dominance. It shows the combined market cap of Apple and Amazon has sped ahead of the Russell 2000.
- 2020-07-31 15:37:04这个脑洞有点大，特朗普建议推迟2020大选，他以为时间在他这一边，入了秋冬会更糟糕
ABC：Trump suggests delaying 2020 election, a power designated to Congress
The move comes as polls show Trump trailing Biden in battleground states. - 2020-07-31 15:44:29特朗普是不是找个理由，与中方宣战，那就不用选举，直接连任。战时状态。2020-07-31 15:37:04
这个脑洞有点大，特朗普建议推迟2020大选，他以为时间在他这一边，入了秋冬会更糟糕 ABC：Trump suggests delaying 2020 election, a power designated to Congress The move comes as polls show Trump trailing Biden in battleground states.
- 2020-07-31 15:54:01君正集团 62.75%
光启技术 59.76%
奇正藏药 58.52%
七彩化学 53.69%
西藏药业 52.09%
獐子岛 50.71%
英特集团 46.83%
正川股份 46.27%
海南发展 45.17%
中亚股份 44.73%
四环生物 41.06%
宣亚国际 36.16%
星徽精密 35.74%
经纬辉开 34.56%
中水渔业 34.38%
澳柯玛 33.77%
哈高科 33.36%
万邦德 33.11%
慈星股份 31.64%
鸿路钢构 30.88% - 2020-07-31 20:57:52柯达算不算内幕交易
柯达公司高官包括CEO，就这样发财的
The administration's loan to Kodak was possible because of a May 14 announcement by Trump. That was when Trump delegated authority to the CEO of the United States International Development Finance Corporation (DFC) under the Defense Production Act. The DFC was authorized to invest in companies to "restore the domestic industrial base capabilities, including supply chains within the United States… needed to respond to the COVID-19 outbreak."
During his CNBC appearance, Continenza said that he had been working with the government on securing the loan for "a few months." It is obvious that securing the deal would dramatically increase the value of the company. The amount of the loan was seven times the value of Kodak at the beginning of this week.
That means that Continenza（柯达CEO） knew about the possibility of the deal when he purchased 46,737 shares of Kodak on June 23.
At the time of his purchase, those shares were worth 103,756.14. As of Wednesday afternoon, those same stocks were worth $1.87 million.
Other employees who purchased shares since the May 14 announcement include Director Philippe Katz and CFO David Bullwinkle.
Continenza has made a few other purchases of Kodak stock dating back to August of last year. In an appearance on Fox Business on Wednesday, Continenza said he doesn't "speculate on the stock price." - 2020-07-31 21:01:10柯达前世
柯达曾经是美国的标志性品牌，价值300亿美元，十多年来一直处于困境中。它于2012年申请破产，2013年出现。但柯达，建立其销售电影的业务，从来没有成功过渡到数字。
破产后，柯达的旧股票一文不值，但新发行的股票在2014年初达到36美元的峰值。但自那以后，股价迅速下跌，自3月以来价格远低于3美元。近年来，柯达一直在出售其专利、建筑和其他资产以现金。2018年，该公司尝试向加密货币发展。
Kodak, once an iconic American brand valued at $30 billion, has been in dire straits for more than a decade. It filed for bankruptcy in 2012 and emerged in 2013. But Kodak, which built its business selling film, never successfully transitioned to digital.
After bankruptcy, Kodak's old stock was worthless, but the newly issued shares peaked at over $36 in early 2014. But since then, it has rapidly declined, with the price mired well below $3 since March. In recent years Kodak has been selling its patents, buildings, and other assets for cash. In 2018, the company attempted a pivot to cryptocurrency.2020-07-31 20:57:52柯达算不算内幕交易 柯达公司高官包括CEO，就这样发财的 The administration's loan to Kodak was possible because of a May 14 announcement by Trump. That was when Trump delegated authority to the CEO of the United States International Development Finance Corporation (DFC) under the Defense Production Act. The DFC was authorized to invest in companies to "restore the domestic industrial base capabilities, including supply chains within the United States… needed to respond to the COVID-19 outbreak." During his CNBC appearance, Continenza said that he had been working with the government on securing the loan for "a few months." It is obvious that securing the deal would dramatically increase the value of the company. The amount of the loan was seven times the value of Kodak at the beginning of this week. That means that Continenza（柯达CEO） knew about the possibility of the deal when he purchased 46,737 shares of Kodak on June 23. At the time of his purchase, those shares were worth 103,756.14. As of Wednesday afternoon, those same stocks were worth $1.87 million. Other employees who purchased shares since the May 14 announcement include Director Philippe Katz and CFO David Bullwinkle. Continenza has made a few other purchases of Kodak stock dating back to August of last year. In an appearance on Fox Business on Wednesday, Continenza said he doesn't "speculate on the stock price."
- 2020-07-31 21:17:04发图，链接等功能没有了2020-07-31 15:54:01
君正集团 62.75% 光启技术 59.76% 奇正藏药 58.52% 七彩化学 53.69% 西藏药业 52.09% 獐子岛 50.71% 英特集团 46.83% 正川股份 46.27% 海南发展 45.17% 中亚股份 44.73% 四环生物 41.06% 宣亚国际 36.16% 星徽精密 35.74% 经纬辉开 34.56% 中水渔业 34.38% 澳柯玛 33.77% 哈高科 33.36% 万邦德 33.11% 慈星股份 31.64% 鸿路钢构 30.88%
- 2020-07-31 21:21:41GDP 标普500
The market value of an industry is very inconsistent with its contribution to GDP
图表发不出 - 2020-08-01 01:27:08Apple and Amazon are both up 5% in the after hours, so at the open tomorrow their combined value will be over $1 trillion more than the small cap index.
图发不出2020-07-31 11:44:53罗素2000
2020-07-31 11:43:54苹果，亚马逊市值，罗素1000 图发不出 The chart below is a good way to visualize the dominance. It shows the combined market cap of Apple and Amazon has sped ahead of the Russell 2000.
- 2020-08-01 02:15:49纽约分析师悲伤，有道理
White House, Democrats feud over deadlock as millions set to lose jobless aid
Mark Meadows and Nancy Pelosi spent Friday morning accusing the other of being unwilling to reach a compromise on a new relief package.2020-07-31 11:27:44新冠，纽约分析师悲伤（Sad State） I don’t think you can have 50 states’ governors issuing 50 sets of diverging orders on 50 different timetables and come out with a satisfactory response to a virus that doesn’t respect or recognize borders. Other countries tackled this as a health emergency. We treated it as just another excuse to fight with each other. We were failed by the people in charge and by our fellow Americans. If and when the children don’t return to school this September, you will be doubly reminded of this objective, undeniable fact.
2020-07-30 09:58:45内循环 新冠，美国是怎样成为世界领先的？ ABC：'American Catastrophe: How Did We Get Here?': 5 key takeaways https://abcnews.go.com/Health/american-catastrophe-key-takeaways/story?id=72010774&cid=clicksource_4380645_2_heads_hero_live_hero_hed
2020-07-30 09:38:57内循环 新冠，美国日增死亡人数又1400多人 ABC：US reports most deaths since mid-May The U.S. has recorded its highest number of deaths from COVID-19 since mid-May, according to The COVID Tracking Project. There were 1,418 deaths reported on Wednesday, the most since May 15, the project found.
- 2020-08-01 12:21:14朱门酒肉臭，路有冻死骨
美国失业人员，救济金，等米下锅
Emergency unemployment benefits are set to expire Friday and Congress and the White House still seem far apart on an agreement. White House Chief of staff Mark Meadows said Democratic leaders have rejected four offers regarding the coronavirus relief bill.2020-08-01 07:40:05你们米国死了那么多人，没见你悲伤过。 这就见钱眼开，假慈悲，暗讽刺了。 人性呀。 米国，钱比人重要。 人命无所谓，印钞最重要。
2020-08-01 04:55:23太悲伤了！…… 今天苹果大涨10.46%相当于大A的一个涨停板，市值净增1600多亿美元，太振憾了！
- 2020-08-01 12:22:25南朝四百八十寺,多少楼台烟雨中2020-08-01 10:35:46
梁武帝萧衍，一生牛叉，改革佛教，改革政治，和北方政权争夺文化话语权，无往不胜啊！结果侯景之乱，活活饿死，整个南方士族几乎团灭，萧梁很快也被陈取代，之后南朝也很快被隋统一。
- 2020-08-01 13:14:57脸书
Facebook Inc.’s Instagram has offered financial incentives to TikTok users with millions of followers to persuade them to use a new competing service, an escalation in a high-stakes showdown between the two social-media giants.
Instagram has made lucrative offers to some of TikTok’s most popular creators to use the new service, Reels, according to people familiar with the matter. Facebook is planning to unveil Reels next month. The potential payments for some would be in the hundreds of thousands of dollars, some of the people said.2020-08-01 11:10:35哈哈哈哈哈哈哈哈哈。一个企业戳破一个画皮，值得。
2020-08-01 11:06:40美国强制TIKTOK出售，否则禁用。这就是T MD自由和市场经济！
- 2020-08-01 13:17:06Facebook sees TikTok as the biggest threat to Instagram since Snapchat’s early days.2020-08-01 13:14:57
脸书 Facebook Inc.’s Instagram has offered financial incentives to TikTok users with millions of followers to persuade them to use a new competing service, an escalation in a high-stakes showdown between the two social-media giants. Instagram has made lucrative offers to some of TikTok’s most popular creators to use the new service, Reels, according to people familiar with the matter. Facebook is planning to unveil Reels next month. The potential payments for some would be in the hundreds of thousands of dollars, some of the people said.
2020-08-01 11:10:35哈哈哈哈哈哈哈哈哈。一个企业戳破一个画皮，值得。
2020-08-01 11:06:40美国强制TIKTOK出售，否则禁用。这就是T MD自由和市场经济！
- 2020-08-01 15:19:37由于国会未能采取行动，数百万人的失业救济金将大幅下降
VOX：Millions of people will see a sharp drop in their unemployment benefits because Congress failed to act
Congress is treating an extraordinary crisis like any other deadline.2020-08-01 12:21:14朱门酒肉臭，路有冻死骨 美国失业人员，救济金，等米下锅 Emergency unemployment benefits are set to expire Friday and Congress and the White House still seem far apart on an agreement. White House Chief of staff Mark Meadows said Democratic leaders have rejected four offers regarding the coronavirus relief bill.
2020-08-01 07:40:05你们米国死了那么多人，没见你悲伤过。 这就见钱眼开，假慈悲，暗讽刺了。 人性呀。 米国，钱比人重要。 人命无所谓，印钞最重要。
2020-08-01 04:55:23太悲伤了！…… 今天苹果大涨10.46%相当于大A的一个涨停板，市值净增1600多亿美元，太振憾了！
- 2020-08-01 15:51:29牛！所有平台都应"向监管机构披露其算法、适度政策和数据流"，
TIKTOK CEO
Hours before the House antitrust subcommittee hearing featuring testimony from the CEOs of Facebook, Google, Amazon, and Apple, a blog post from TikTok chief executive Kevin Mayer proclaimed that all platforms should “disclose their algorithms, moderation policies, and data flows to regulators” and challenged the app’s competitors to follow suit. This is quite a call to arms — and one that was obviously carefully timed. - 2020-08-01 15:57:40提高透明度
Ultimately, he said, TikTok would be a model for how other social media companies could be more transparent, a commitment that echoed recent calls for TikTok to become this very example.
VOX：Why it matters that TikTok wants to reveal its algorithms
TikTok challenged its competitors on transparency. But what does that actually mean?2020-08-01 15:51:29牛！所有平台都应"向监管机构披露其算法、适度政策和数据流"， TIKTOK CEO Hours before the House antitrust subcommittee hearing featuring testimony from the CEOs of Facebook, Google, Amazon, and Apple, a blog post from TikTok chief executive Kevin Mayer proclaimed that all platforms should “disclose their algorithms, moderation policies, and data flows to regulators” and challenged the app’s competitors to follow suit. This is quite a call to arms — and one that was obviously carefully timed.
- 2020-08-01 16:00:42政客们，像美国科技老板一样，经常制造中国科技的恐惧，很难知道什么时候相信他们。
As Shira Ovide wrote at the New York Times earlier this month, “politicians, like American tech bosses, engage in fear-mongering about Chinese tech so often that it’s hard to know when to believe them.”2020-08-01 15:57:40提高透明度 Ultimately, he said, TikTok would be a model for how other social media companies could be more transparent, a commitment that echoed recent calls for TikTok to become this very example. VOX：Why it matters that TikTok wants to reveal its algorithms TikTok challenged its competitors on transparency. But what does that actually mean?
2020-08-01 15:51:29牛！所有平台都应"向监管机构披露其算法、适度政策和数据流"， TIKTOK CEO Hours before the House antitrust subcommittee hearing featuring testimony from the CEOs of Facebook, Google, Amazon, and Apple, a blog post from TikTok chief executive Kevin Mayer proclaimed that all platforms should “disclose their algorithms, moderation policies, and data flows to regulators” and challenged the app’s competitors to follow suit. This is quite a call to arms — and one that was obviously carefully timed.
- 2020-08-01 21:59:49美国约8000万用户（其中许多年轻）的超常受欢迎程度
A government decision that forces TikTok to sell would be a game changer for the social media industry and would threaten to disrupt the app’s extraordinary rise in popularity with its some 80 million users in the US, many of them young. And for established US social media giants Facebook and Google, the decision could significantly weaken their fiercest new competitor.2020-08-01 15:51:29牛！所有平台都应"向监管机构披露其算法、适度政策和数据流"， TIKTOK CEO Hours before the House antitrust subcommittee hearing featuring testimony from the CEOs of Facebook, Google, Amazon, and Apple, a blog post from TikTok chief executive Kevin Mayer proclaimed that all platforms should “disclose their algorithms, moderation policies, and data flows to regulators” and challenged the app’s competitors to follow suit. This is quite a call to arms — and one that was obviously carefully timed.
- 2020-08-01 22:13:20搞懂美国结果：
molamola28
2020-04-15 22:20:00
美股断气了，重新进入下跌周期
molamola28
2020-04-15 11:17:02
最迟周五清仓，再做空
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