“空美股、买港股”！高盛：更看好A股

华尔街见闻2022-10-18

高盛在最新报告中建议投资者为追涨中国资产做好准备。在10月17日的报告中，高盛集团策略分析师Christian Mueller-Glissmann提出，投资者应当卖出标普500指数的看涨期权，并买入恒生中国企业指数看涨期权。高盛在其资产配置中总体减持股票，但在亚洲仍然对中国超配，并且对标普500指数持中性立场。分析师表示，与境外股票相比，他们更亲睐中国A股，因为后者相对较少受到全球宏观经济逆风等...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

shogun
2022-10-19
shogun
高盛反着来，别墅靠大海
jiakum
2022-10-19
jiakum
众所周知，高盛一般说的都是反话
大耳兔
2022-10-18
大耳兔
🐶盛又来了
猛逃
2022-10-18
猛逃
呵呵🤭
pine大大
2022-10-18
pine大大
骗到这里来了
真的英雄
2022-10-18
真的英雄
大佬带你一起赚钱？

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1155596382?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/718d9d0cee89dacb8ae3664167fe24e6","is_english":false,"pubTime":"2022-10-18 16:23","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1155596382","market":"us","top_or_hot":-1,"title":"“空美股、买港股”！高盛：更看好A股","media":"华尔街见闻","content":"<div>\n<p>高盛在最新报告中建议投资者为追涨中国资产做好准备。在10月17日的报告中，高盛集团策略分析师Christian Mueller-Glissmann提出，投资者应当卖出标普500指数的看涨期权，并买入恒生中国企业指数看涨期权。高盛在其资产配置中总体减持股票，但在亚洲仍然对中国超配，并且对标普500指数持中性立场。分析师表示，与境外股票相比，他们更亲睐中国A股，因为后者相对较少受到全球宏观经济逆风等...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3672617\">网页链接</a>\n\n</div>\n","source":"live_wallstreetcn","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>“空美股、买港股”！高盛：更看好A股</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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“空美股、买港股”！高盛：更看好A股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 16:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3672617><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛在最新报告中建议投资者为追涨中国资产做好准备。在10月17日的报告中，高盛集团策略分析师Christian Mueller-Glissmann提出，投资者应当卖出标普500指数的看涨期权，并买入恒生中国企业指数看涨期权。高盛在其资产配置中总体减持股票，但在亚洲仍然对中国超配，并且对标普500指数持中性立场。分析师表示，与境外股票相比，他们更亲睐中国A股，因为后者相对较少受到全球宏观经济逆风等...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3672617\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GS","symbol_name":"高盛","start_time":0,"source_url":"https://wallstreetcn.com/articles/3672617","article_id":"1155596382","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/718d9d0cee89dacb8ae3664167fe24e6"],"rights":{"source":"live_wallstreetcn","url":"https://wallstreetcn.com/articles/3672617","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1155596382","pubTimestamp":1666081413,"sourceInfo":{"source_id":"live_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"相比境外股票，A股较少受到全球宏观经济逆风等因素的影响。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"GS":"高盛","000001.SH":"上证指数"},"translate_title":"\"Empty US stocks, buy Hong Kong stocks\"! Goldman Sachs: More optimistic about A shares","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/057e216c377398425f86d01c9958af9f","symbols_score_info":{"000001.SH":0.9,"GS":0.9},"content_text":"高盛在最新报告中建议投资者为追涨中国资产做好准备。在10月17日的报告中，高盛集团策略分析师Christian Mueller-Glissmann提出，投资者应当卖出标普500指数的看涨期权，并买入恒生中国企业指数看涨期权。高盛在其资产配置中总体减持股票，但在亚洲仍然对中国超配，并且对标普500指数持中性立场。分析师表示，与境外股票相比，他们更亲睐中国A股，因为后者相对较少受到全球宏观经济逆风等因素的影响。在全球宏观背景不断恶化的情况下，标准普尔500指数今年已下跌23%。A股：修复进行中今年三季度以来，外部因素对A股的负面影响逐渐减弱，国内经济和政策预期逐渐明朗，A股进入了修复行情。中信证券指出，一方面，在通胀约束下美联储年底加息有望如期落地，而市场对于加息恐慌已达到顶点，预期再难进一步恶化。另一方面，A股基本面正在稳步修复，9月制造业PMI回升荣枯线上，社融数据整体和结构也优于预期，人民币汇率恢复双向波动，表明汇率贬值和外资流出对A股的负面影响将逐步改善。另外，当前市场流动性开始改善，市场风险偏好从底部抬升，而仍然处于低位的估值还有修复空间，存量资金调仓和增量资金入场延续，产生资金接力效应，强化本轮修复行情的持续性。美股：利空将近与此同时，随着美国经济衰退即将成为确定事件，利空也已逼近美股。根据本周一美国银行公布的一项报告，标普500指数成份股公司盈利不及预期，和预期未来盈利下调的公司占比逐渐增多。在已发布财报的标普500指数成份股中，只有42%的公司报告营收和利润两项重要指标均高于预期，该比例创下2020年第一季度新冠疫情爆发以来的最低，也低于财报季第一周47%的历史平均水平。此前美银预测，由于通胀持续和美联储暴力加息，美股上市公司的盈利增长空间愈发收窄，标普500指数甚至可能回落到3000点附近。和周一的收盘价相比，这意味着美股可能还有18%左右的下跌空间。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":662919049,"gmtCreate":1666135159282,"gmtModify":1666135162030,"author":{"id":"3580802574081613","authorId":"3580802574081613","name":"shogun","avatar":"https://static.tigerbbs.com/a534013bdc5f740e2728b1469992ba20","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"高盛反着来，别墅靠大海","listText":"高盛反着来，别墅靠大海","text":"高盛反着来，别墅靠大海","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662919049","repostId":1155596382,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":662935941,"gmtCreate":1666121783583,"gmtModify":1666131962051,"author":{"id":"3496694793023032","authorId":"3496694793023032","name":"jiakum","avatar":"https://static.tigerbbs.com/af45dd9f9acd77d0a10c2c9c7e625664","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"众所周知，高盛一般说的都是反话","listText":"众所周知，高盛一般说的都是反话","text":"众所周知，高盛一般说的都是反话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662935941","repostId":1155596382,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":662900698,"gmtCreate":1666098214414,"gmtModify":1666098217376,"author":{"id":"3558372353604971","authorId":"3558372353604971","name":"大耳兔","avatar":"https://static.tigerbbs.com/c56b4708922f7ee2aedb739a72bac75d","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"🐶盛又来了","listText":"🐶盛又来了","text":"🐶盛又来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662900698","repostId":1155596382,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":662073692,"gmtCreate":1666093654816,"gmtModify":1666093658966,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"呵呵🤭","listText":"呵呵🤭","text":"呵呵🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662073692","repostId":1155596382,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":662047562,"gmtCreate":1666091358256,"gmtModify":1666091362756,"author":{"id":"3467334822553919","authorId":"3467334822553919","name":"pine大大","avatar":"https://static.tigerbbs.com/a885941580b03879d24082778342edc1","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"骗到这里来了","listText":"骗到这里来了","text":"骗到这里来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662047562","repostId":1155596382,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":662044836,"gmtCreate":1666090830525,"gmtModify":1666090833533,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"真的英雄","avatar":"https://static.tigerbbs.com/840859d8f7d3c5c63498b7f330b98705","vip":1,"hat":"https://static.tigerbbs.com/63f4db5a25402cce463d975948213b15","crmLevel":2,"crmLevelSwitch":0},"htmlText":"大佬带你一起赚钱？","listText":"大佬带你一起赚钱？","text":"大佬带你一起赚钱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662044836","repostId":1155596382,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":14,"commentSize":11,"repostSize":0,"favoriteSize":6,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1155596382"}