欣心
2021-07-21
哦
摩根大通:美国能源板块将出现爆发性轧空行情!
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":176613210,"tweetId":"176613210","gmtCreate":1626879482230,"gmtModify":1633770139166,"author":{"id":4087344389832800,"idStr":"4087344389832800","authorId":4087344389832800,"authorIdStr":"4087344389832800","name":"欣心","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>哦</p></body></html>","htmlText":"<html><head></head><body><p>哦</p></body></html>","text":"哦","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/176613210","repostId":2153649590,"repostType":4,"repost":{"id":"2153649590","kind":"highlight","pubTimestamp":1626876962,"share":"https://www.laohu8.com/m/news/2153649590?lang=&edition=full","pubTime":"2021-07-21 22:16","market":"us","language":"zh","title":"摩根大通:美国能源板块将出现爆发性轧空行情!","url":"https://stock-news.laohu8.com/highlight/detail?id=2153649590","media":"华尔街见闻","summary":"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","content":"<p>近日,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>在一份报告中调高了标准普尔500指数的目标点位。</p>\n<p>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。</p>\n<p>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。</p>\n<p>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,<b>但他认为有一个行业最有可能在近期大幅走高——能源</b>。</p>\n<p>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。</p>\n<p><img src=\"https://static.tigerbbs.com/dcd180f20711d0b1b5f6fcdb4307779a\" tg-width=\"500\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>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。</p>\n<p><img src=\"https://static.tigerbbs.com/c79e366ec88cd52592168b8d525b63b5\" tg-width=\"500\" tg-height=\"378\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>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。</p>\n<p><img src=\"https://static.tigerbbs.com/206d447211484ab32353e1c776a88642\" tg-width=\"500\" tg-height=\"361\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"wallstreetcn_api","collect":0,"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>摩根大通:美国能源板块将出现爆发性轧空行情!</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 <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":{"USEG":"美国能源","JPM":"摩根大通"},"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":933,"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"}
精彩评论