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权威研究机构Gartner发布2018全球云计算市场数据,数据显示,亚马逊AWS在份额上仍占据第一,但由2017年的51.8%的份额下降至47.8%;微软市场份额增长2.2个百分点至15.5%,位居第二。中国云服务商阿里云相比去年增长3.3个百分点,占据全球市场7.7%的份额,位居第三,增速92.6%。虽说阿里云增速不错,但目前它跟亚马逊存在的差距还是很大,后续几大科技巨头之间的竞争也会更加激烈,阿里云能否保持高增速并不确定。

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赵长鹏与何一的公开发言,意味着币安与红杉资本的“决裂和开战”,一方是全世界最大的数字货币交易所,另一方是几乎买下了整个互联网赛道的资本大佬。双方公开决裂,整个币圈哗然。消息一出,多个与红杉资本的项目在币安的价格大幅下跌——Fil(Futures)下跌4.21%,IOST下跌7.17%。

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【关键词】 个税改革;居民收入;宏观经济Absrtact:Thispaper studies the effects of tax reform on the macroeconomy. In terms ofresident income, on the one hand, the calculation of the new taxable amount,the tax reduction amount per month and the tax reduction ratio through theincome example method shows that there is a significant difference in theimpact of the individual tax reform on the residents of different incomegroups. On the other hand, in other earnings, the tax rate applicable to laborremuneration, author remuneration, and royalties will be significantly reducedfor the group with comprehensive lower income, while the tax rate applicablefor other incomes will be significantly higher for those with higher comprehensiveincomes. In terms of macroeconomics, the tax reductions and exemptionsimplemented by this tax reform will inevitably lead to the expansion ofconsumption, which in turn will drive the growth of domestic GDP. By taking GDP(82.71 trillion) in 2017 for example, this tax reform can pull the GDP of Chinaby growth of 0.87 percentage points.

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对比几个月之前市场对于股市的看法,其实“套路”是一样的。大家都知道跌透了会涨的道理,但是难就难在“拐点”如何判断。因为股票跟经济关联性大,所以大家会习惯性的参考GDP 同比增速,由于18年上半年高下半年低,所以只要今年环比不出现很明显下滑的话,大概率下半年经济会出现企稳,由此判断股市会随着经济的企稳而出现拐点,但在此之前最好能够跌透,因为在上半年跌得越多,就意味着下半年市场转牛的胜率和赔率越高。

虽然前几周沿海油厂压榨量较大,但由于下游饲料厂备货较为积极,提货量增加,沿海油厂菜粕库存持续降低,一度下降到0.1万吨的历史极低水平。近两周随着下游提货速度放慢,加之油厂开工率上升,沿海油厂菜粕库存稍有恢复,但仍在偏低水平。据监测,截至11月2日,华南地区(两广、福建)油厂菜粕库存为0.65万吨,周环比增加0.22万吨,增幅为51.2%,但较去年同期的1.88万吨下降65.4%,为历年来同期最低水平。

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