哦_老虎社区_美港股上老虎

2021-07-21

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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摩根大通：美国能源板块将出现爆发性轧空行情！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 22:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636009><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，摩根大通在一份报告中调高了标准普尔500指数的目标点位。\n摩根大通表示，由于股票回购潮即将到来，因此将在市场上掀起浪潮，而消费的复苏也将抬升股指估值。\n因此，摩根大通将标准普尔指数的预估每股平均收益额外上调5美元至205美元，并将年底的SPX目标点位定为4400至4600美元。\n虽然摩根大通的首席股票策略师Dubravko Lakos-Bujas看好非必需消费品（即零售、旅游和休闲）、半成品...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636009\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ecccb954c9a03cd26d576ebec5c96d6","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3636009","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153649590","content_text":"近日，摩根大通在一份报告中调高了标准普尔500指数的目标点位。\n摩根大通表示，由于股票回购潮即将到来，因此将在市场上掀起浪潮，而消费的复苏也将抬升股指估值。\n因此，摩根大通将标准普尔指数的预估每股平均收益额外上调5美元至205美元，并将年底的SPX目标点位定为4400至4600美元。\n虽然摩根大通的首席股票策略师Dubravko Lakos-Bujas看好非必需消费品（即零售、旅游和休闲）、半成品和银行等所有领域，但他认为有一个行业最有可能在近期大幅走高——能源。\n他认为，能源股将走高的背后有两个原因：第一个是大型能源公司现在的FCF收益率约为10%；在2022年布伦特原油70美元的场景下，大市值能源股的相对估值现金流（FCF/EV）收益率为8%。这表明市场预计油价将在不久的将来会下跌，能源股将走高。\n\n其次，Dubrakvo声称能源行业有越来越大的可能性出现急剧的逼空现象并走高，因为目前能源股与石油基本面严重脱节，这在30多年里也十分罕见。\n\n也就是说，石油和能源股之间的差异使得能源股需要上涨约40%才能赶上石油的上涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":896,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/176613210"}