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歐洲股市昨晚慘淡，但A股並沒有受到影響，上海綜合指數上漲了連續兩個交易日。
在市場上，低價值銀行和房地產在今天繼續走強。低估值行業在12年、14年和17年中表現良好，並實現了超出市場的超額回報。
正如我們昨天所說的，過去三次被低估的行業的周期性表現，導致被低估的行業的估值在短期內大幅上升，其原因要麼是房地產政策的調整，要麼是資本的松動。
應該說，12年和17年的收益最終被偽造了.
在這個階段，相對於其他核心資產，銀行和地產有一定的價格，市場不排除階段的外觀。然後繼續上漲這個市場會怎樣呢？
參考曆史，也從政策和財務方面進行分析。
在政策方面，“房屋不炸”的基調短期內無法調整，財產政策放寬的可能性很小。在金融領域，貨幣政策在9月份下跌後進入觀察期，相對克制，隨後完全放松的可能性很小。
這波行情能參與嗎？
由於這兩個板塊的股價較低，現在參與的風險很小。不過，就板塊的上升空間和持續時間而言，筆者持有一定的保留意見，假設高度很難與之前幾次相比。
從白酒板塊看行業劃分。
從國慶期間白酒的表現來看，行業分化進一步明顯。
以茅台酒為代表的高端白酒是最具確定性的，酒體也是最穩定的。茅台最近雖然積極地發布了成交量，並導致了批量價格的下跌，但從短期的表現和長期的趨勢來看，無疑是最肯定的。
我們知道港股和A股的市場大不相同，但是隨著這兩地的互聯互通，在內地就能夠買港股，在香港就能買A股，使得兩地的金融市場能夠互聯互通，共同發展。每一個股票市場都有著落後股和強勢股，作為投資者的我們要萬分小心。
如果茅台的交付速度跟不上，不排除年底審批價格回到高位。
次高和中高端白酒是繼續分化的，競爭激烈。
事實上，不僅酒業的分化是明顯的，而且其他行業的內部分化也很明顯。此外，行為表現越低，產業內分化越明顯，產業的知名度越高，產業內分化越小越小。
根據中泰證券的統計，收入最高的上市公司20家，營業收入近88家，利潤最高的20家公司94家。
企業規模越大，毛利率越高，盈利能力越強，毛利率波動越小，業績越穩定。
目前經濟處於下行周期，龍頭企業的優勢將進一步凸顯，看來我們未來的選股，它承擔的水龍頭發呆。
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1、青木香橘皮粉
[原料]沙參100克，100克鮮橘皮。
[制法]將青木香、鮮橘皮分別揀雜，洗淨，曬幹或烘幹，青木香切成極薄片並剁碎，鮮橘皮切碎，共研成細末，瓶裝，防潮，備用。
每天3次，一次15克，溫開水送服。
【功效】益氣活血，止痛，抗癌，祛毒。本發明適用於大腸癌患者的腹痛..
[評價]青木香為多年生纏繞草本植物馬兜鈴的根，主產於江蘇、浙江、安徽、河南等地。春、秋二季采挖，除去須根、泥沙，曬幹，可常年備用。青木香性味辛、苦，寒，擅長行氣止痛、解毒消腫。現代醫學研究表明，用噬菌體法篩選，青木香有抗癌細胞的活性;並對小鼠有鎮靜（止痛）作用。橘皮行氣健脾、和胃止嘔。上二味組成的本食療方，其行氣止痛作用加強，對大腸癌具有較好的輔助治療效果，而且，還可以健脾和胃，提高大腸癌患者的食欲，並可增強其免疫功能，由此可見，本食療方對中老年尤其老年人大腸部患者出現腹部脹痛等症是很適宜的。
2、烏藥蜜飲
【原料】黑藥材15克、根狀莖15克、黃芪20克、蜂蜜30克。
[制法]先將烏藥、元胡、半枝蓮分別揀雜，洗淨，晾幹或曬幹，烏藥、元胡切成薄片，半枝蓮切成碎小段，同放入沙鍋，加水浸泡片刻，煎煮20分鍾，用潔淨紗布過濾，去渣，收取濾汁放入容器，調入蜂蜜，拌和均勻即成。
早上和晚上都要走2次。
【功效】活血祛寒止痛。本發明適用於大腸癌寒凝氣滯所致的腹痛。
[評價]烏藥性味辛，溫，功專行氣散寒止痛，對證屬寒凝氣滯所致的胸腹脹痛，尤其對小腹部寒性氣痛者尤為適宜。元胡行氣活血功效明顯，且有辛散通氣血之功，止痛效果十分顯著。上二味配伍有較強抗癌活性的半枝蓮，可發揮抗癌抑癌而止痛的治療作用。有研究報告說，半枝蓮熱水提了物體外實驗，對JTC26有強烈的抑制作用（抑制率90％以上）;同時對正常細胞微有影響。本食療方用蜂蜜調和，可減輕其對正常細胞的影響，同時也容易為中老年大腸癌患者服食。
注射了之後，能很好的達到治療癌症的效果。通過這些年來，香港綜合生物醫學中心的研究，提出了多種類型的身體檢查計畫，而檢查得出的計畫結果可以使用通過注射高劑量維他命c，讓自己能增加存活的機會。
3、大黃紅棗茶
[原料]6克大黃，大棗20。
先取、洗、幹或幹大黃，切成薄片，放在一邊。挑選並清洗日期，將足夠的水加入砂鍋中浸泡一段時間。煮沸後，文火煮40分鍾，用煮沸的棗汁浸泡大黃片，或直接將大黃片放入棗湯中。把砂鍋放在火上一會兒。
[食用方法]早晚各兩次，喝湯汁，嚼大黃片和紅棗。
[功效]清熱利濕，止痛。引起的氣體熱滯後，腹痛，大便幹燥等症的這種治療方結直腸擴張產物。
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1，有充分的准備活動：准備活動可以增加中樞神經系統的興奮性，克服了身體運動的生理惰性，提高肌肉強度，彈性和靈活性。與此同時，可以提高韌帶的功能，增強韌帶的彈性，滑膜關節腔的增加，防止肌肉和韌帶損傷。當熱身，整個身體應該是開放的活動。
2。加強綜合體育鍛煉：綜合體育鍛煉主要是指力量、速度、耐力和靈巧的綜合鍛煉。
3.運動方法要科學合理：學習動作要通俗易懂，運動量要循序漸進，視人而定，女性運動要考慮生理因素..
4，要注意間歇放松：運動，消除肌肉疲勞，防止局部運動損傷負擔過重發生，給每個運動之間的停頓了一會兒，放松。例如，在下肢運動墊可以坐下，抬起腿做抖動或倒置，加速血液回流，改善血液供應，同時允許更深的疲勞神經元抑制休息。如果上肢的鍛煉，間歇可以做一些輕松的運行。
5。加強易傷部位的肌力：勞逸結合，加強易傷部位的肌力和韌帶力量的鍛煉，此時，預防運動創傷是極其重要的。例如，加強三角肌、肱二頭肌和胸大肌的力量訓練，可以預防肩關節損傷；加強股四頭肌的力量訓練，可以預防膝關節損傷；加強腰大肌的力量訓練，可以預防腰大肌損傷。勞損和椎間盤脫垂。
6.防止局部超載：如果身體負擔過重或負重過於集中，很容易造成運動損傷。在堅硬的道路或場地上長時間跑步會導致膝蓋、踝關節損傷、脛骨和腓骨疲勞滑膜炎；在運動中，半蹲起跳過度，易造成髕骨陳舊和膝關節滑膜炎；肩關節損傷易因肩關節過度旋轉而引起。因此，在運動中避免因局部負荷過大而造成的損害並不是單調的。
「炎痛消熱灸帶」是痛症的有效方法，醫院採用的「炎痛消」能促進血液循環，全系列各款適合用於膝、腰、肩、頸、肘、腕及踝等部位，大約只需15分鐘有效消腫止痛，產品通過安全測試，證實安全可靠，無副作用，可重複使用6個月，萬寧獨賣。
7，加強醫務監督：醫務監督，包括自我監測和客觀的檢查和醫生的監督，既要密切配合。
此外，培養良好的運動道德，糾正不正確的技術動作，采取有效的防護措施，保證設備的完善，對預防運動損傷也十分重要。
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怎樣減肥瘦肚子，蠢蠢欲動的春季，讓很多女性都想一展自己的風采，然而不少人卻在為怎樣減肚子上的贅肉而煩惱，看到別人火辣的身材，自己卻徘徊在減肥腹部贅肉的邊緣不得要領，減掉腹部的贅肉，減肥就要做到即使體型有所變化，身體曲線卻仍然要完美
怎樣減肥瘦肚子
許多婦女整體看起來身材很標准，但穿緊身衣，小肚子尷尬。想知道如何減掉肚子上的贅肉，減掉肚子上的建議最快的方法：
全新科技「btl emsella 私密修護椅」，見證全球唯一HIFEM™緊磁波技術，有效修護緊緻女性私密位，解決尿滲、鬆弛等私密困擾！
1.飯後減肚子
飯後30分鍾內，是減肥的最佳時間。這時，千萬不要坐著不動，因為這是最容易積累腹部脂肪的方法。建議飯後繼續站著，或者出去散散步，站著收拾東西。
2.變形仰臥起坐
這個動作類似仰臥起坐，躺在墊子上，抬起雙腿，抬起上身，雙手拍打腳踝。注意使用時腰腹部用力向上，動作不要太用力，一次10個，做3-5組。
3. 曲身運動趕走大肚腩
雙手握住阻力帶，收緊，平躺在地板上，伸直雙腿，並將手臂放在頭頂。
吸緊小腹，收緊下巴，手臂被提升到天花板，帶動頭部，肩部，軀幹，這樣反過來又抬起，緊貼著他的腿。
BTL 增肌減脂雙效儀，打破傳統溶脂減肥技術，能觸發肌肉持續運動，只需短短半小時便能減走多餘脂肪並且增加適量肌肉，達到Maximize增肌減脂效果
動作要盡可能快，腳踝要緊貼地面。最後，用你的手觸摸你的腳，暫停，並保持你的手觸摸你的腳。稍後，慢慢地躺回原來的位置。重複這個練習5-8次（大約30分鍾），每周鍛煉5-6次。
4.花時間做有氧運動
研究表明，有氧運動是消耗腹部深層內髒脂肪的最有效方式，進行有氧訓練能夠比簡單的阻力訓練或者兩者的結合訓練多燃燒67％的卡路裏。
Emsculpt 療程會將儀器放在腰間位置，會FEEL 到密集式力量，肌肉半小時收縮20000次，肚子位置會有有不同階段的震動及收縮，所以唔好食太飽上去做呀!
5. 搖擺身體
平躺，雙手放於身體兩側，掌心向下，雙腿曲起90度，並且雙腳抬離地面。小腹肌肉收緊，雙腿盡可能的向左側壓低，與此同時，雙肩緊貼地面。保持此動作幾分鍾，然後還原，右側重複此動作。如此練習20次，然後轉換方向。
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In 2016, Gregory L. Fenves, president of your College of Texas, introduced Bridging Limitations, an initiative around the Austin campus to tackle “the toughest queries facing humanity as well as the world.” School customers had been invited to determine society’s grand challenges; above 800 scientists created 125 notion papers. These have coalesced into 3 grand challenges for your university to deal with in coming yrs, “one undertaking in a time.”
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The a few are: one) World Texas 2050 (“Making Texas resilient is our grand challenge”), 2) Full Communities, Complete Health (“Changing the best way science allows society thrive is our grand challenge”) and 3) Superior Methods (“Our intention: uncover solutions to make sure that artificial intelligence and autonomous technologies are effective -- not harmful -- to society”). Not meant to “interrupt regular professor investigation,” the university’s grand problems are “a new outlet for all university scientists.”
Wow. Which is a good deal to request of scientists who have already got full-time careers.
And also the College of Texas just isn't on your own in its ambition. In the last ten years, 25 investigation universities while in the American Association of Universities -- along with dozens of other research institutions this kind of as the College of Denver, University of latest Mexico and College of North Dakota -- have announced daring initiatives to address 1 or even more of society’s grand worries. Worldwide health, migration, coastal hazards, social trust -- the goal difficulties are as far-reaching because they are complex. Further, many universities have devoted to addressing a number of difficulties simultaneously. While in the words from the University of Arizona, universities are now “tackling critical difficulties at the edge of human endeavor.”
Still when the announcement and launch of these initiatives may drum up notice, the concrete actions required to execute them do not coexist easily with all the current institutional constructions, means and incentives of enormous study universities. The 2018 Report on University-Led Grand problems, by a University of California, L. a., group, recognized tactics that twenty universities developed to frame, implement and sustain grand-challenge initiatives. These techniques elevate major questions about the way to translate aspirations into actual focus on the bottom, including the following.
Are New Initiatives Needed?
The present wave of grand difficulties may well be audacious, but it really does not signal a brand-new determination to social impact. For some time, university scientists have produced noteworthy social positive aspects within a wide selection of spots: the environmentally friendly revolution in agriculture, the origins of computing, designs for weather forecasting, approaches to study general public feeling, the development of early childhood intervention and the algorithm for Google looking, among the others. College analysis will indeed continue to produce development on several of society’s troubles, with or without having a grand-challenge initiative.
What would seem new is the fanfare, inspirational labels that elevate the ambition of the research enterprise and centralized efforts to prepare and form actions for the institutional level. When compared to 10 years in the past, university leaders now confront considerably less community aid for larger instruction and more skepticism from those who fund them. One response to that dwindling assist and rising skepticism has been to showcase the contributions that circulation from college exploration.
Historically, it's been difficult for the public to understand why universities position a great deal of emphasis on study. A grand obstacle is usually a vivid and inspirational approach to travel house the great that exploration can perform. Because public universities confront much more immediate and urgent requires for community aid than private universities, we've been not astonished to discover that general public universities inside the American Affiliation of Universities are more probably than non-public universities to generate specific commitments to grand worries (fifty nine per cent vs . 23 per cent).
Who Decides Which Troubles Are Actually Grand Enough to Deal with as being a Campus?
Relying about the establishment, definition and collection is usually leading down or bottom up, and each way has its benefits. The governor of Indiana and president of Indiana College initiated their university’s emphasis on opiate addiction which has a $50 million college determination. The University of Minnesota held a series of campuswide community forums, engaging over 350 college customers and the deans of all 16 faculties, to generate toward 5 grand issues. When challenges are chosen centrally, they can be much more possible to reflect the priorities of at the very least one particular key funding associate while in the hope of attracting new methods. In the event the problems are picked by a bottom-up course of action, they are really extra possible to mobilize college dedication and energy.
Whomever the decision maker for grand-challenge initiatives is, the president, chancellor or provost announces them. They may be universitywide and have interaction faculty customers across tutorial units. They emphasize multidisciplinarity, have got a challenge aim and are research-centric, although an educational component may be involved. Grand-challenge packages include partnerships with authorities, small business and also other civic enterprises to increase the university’s get to past its borders. In addition to new know-how, they concentrate on social impacts and positive aspects.
Can Universities Receive the Suitable Mix of School and Workers With Differing Skills and Views to work Alongside one another and Recruit Outside the house partners?
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Engaging researchers exterior their departmental homes in collaborative teams frequently flies from the experience of recognized procedures for assigning credit and gratifying specific accomplishment. Grand-challenge initiatives need to assemble heterogeneous teams and empower them to operate. Building the teams thriving calls for elements which might be to put it briefly provide on most campuses, including:
qualified conveners to invite school participation throughout disciplines with out pushing a person agenda;
belief with probable exterior associates;
obvious roles and tasks in operate strategies distributed amongst diverse models and members;
versatility in company functions to permit creative combos of funding, faculty effort and hard work and university student engagement; and
potent communications that preserve colleagues throughout campus and external stakeholders informed and engaged.Though most universities make investments electricity in the launch and preliminary collaborative endeavours to type groups around grand challenges, significantly less have invested in continued management engagement, central funding and long-term staff members help. As an example what is needed to make progress doable, Indiana University plus the College of Texas created infrastructure to assistance interdisciplinary teams as a result of up-front funding, arranging between and across problems, and assigning qualified personnel to help the teams.
Can Universities Sustain Multidisciplinary, problem-Focused Research, Given They are really Organized All around Discipline-Based Departments and Schools?
In lots of circumstances, universities layer the grand problem in addition to standard academic models, each individual with its very own procedures that reward faculty researchers for disciplinary work. School promotion, tenure and compensation methods commonly depend on each tutorial unit’s anticipations about exactly where people today will publish and just how frequently they are going to publish and be cited by their peers. Thus, college users really feel caught in cross pressures that discourage financial commitment in multidisciplinary teams functioning across disciplines with market, govt and basis companions.
That reminds us of a famed paper referred to as “On the Folly of Satisfying A while Hoping for B.” When educational departments reward college users for top status, discipline-based, individual achievements (what Texas referred to as “normal professor research”), they can't moderately hope that these college members will rather get the job done with colleagues from other disciplines and exterior companions on grand problems. Some universities have discovered methods to carve out multiyear aid to reward faculty leaders of grand-challenge initiatives, but number of have explored tips on how to maintain other school members and exploration workers engaged in excess of the very long haul.
Are Methods Accessible for your Long-Term Financial commitment Demanded?
Short-term, incremental sources allotted through existing budgetary methods are not likely to provide long-term adjustments in faculty hard work or strategy. The University of Minnesota has invested $8.five million in a few cycles of funding to grand obstacle assignments. Ohio point out University has begun to invest $500 million around 10 years in its eight Discovery Themes, with much of your funding dedicated to hiring school members. Although cash by itself isn't any warranty of accomplishment, sustained guidance as time passes provides believability to some university’s assert of commitment and would make it far more probably that collaborative focus on grand worries will take keep on the campus.
How Is Development Calculated?
Just about every university can, and many do, track progress through acquainted procedures -- one example is, the amount of faculty customers and college students collaborating in initiatives, exterior partnerships shaped, study results revealed, profitable programs for external cash and routines outlined while in the information media. These types of metrics capture important functions but will not be nicely aligned with plans like “transitioning Los angeles to 100 percent renewable vitality, 100% locally sourced h2o and improved ecosystem overall health by 2050.” To have a grip on this intention, UCLA’s grand-challenge initiative established a biannual report card authored by eight exploration faculty and team members, relied on several much more analysis workers, and revealed greater than 90 web pages of in depth examination in 2017, noting that much more measurement operate must be carried out in subsequent a long time. Measuring the desired effects of the grand problem initiative on modern society requires its individual sizeable expenditure.
A Grand Challenge for Leaders
Not very long back, universities claimed they solved difficulties. Now, quite a few college leaders have upped the ante: their exploration will save the entire world. Leaders who would like to demonstrate progress on grand worries will need tips on how to aid mental engagement, both throughout disciplines on campus and with companions outside of the campus. producing engagement within the midst of educational models structured on the classic model is a hard long-term venture. It is correct to assume that vivid, inspirational language may help folks to appreciate how universities can provide culture. But it is mistaken to assume it could be finished only with rhetoric and goodwill -- and without the need of new capability and flexibility for the main of long-standing institutional procedures.
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