星展分析师是瞎子还是_老虎社区_美港股上老虎

星展分析师是瞎子还是聋子，A股竟然第二节度高涨，它哪里看的。哈哈。

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16:47","market":"sg","language":"zh","title":"星展：未来3-12个月偏重持有美股及亚洲(日本除外)股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2450928018","media":"智通财经网","summary":"星展表示，未来3个月及12个月的全球策略资产配置(TAA)均偏重持有美股及亚洲(日本除外)股票，对日股是中性，欧股则是偏低持有。","content":"<html><body><div> <p>智通财经APP获悉，星展表示，未来3个月及12个月的全球策略资产配置(TAA)均偏重持有美股及亚洲(日本除外)股票，对日股是中性，欧股则是偏低持有。</p><p>星展<span>认为</span>，美国减息在望，联邦基金期货的定价反映有望于11月至12月会首次减息。随着全球供应链压力有所缓和，因宏观形势依然强劲，目前通胀/债券收益率高企的环境主要受需求带动。</p><p><span>星展</span>指出，即使股市在2024年上半年大幅上升，下半年将继续走强，因为利润率稳健、企业盈利前景向好、估值偏低、以及美国货币基础不断扩大，使流动资金充裕，并与标准普尔500指数息息相关。</p><p>整体而言，星展指出，美国经济稳健，通胀居高不下，促使美联储维持政策利率不变。然而，该行预计股市将继续走强，并继续看好债券的表现优<span>于</span>收息股。</p><p>至<span>于</span>亚洲(日本除外)股票，星展表示，在2024年第二季度继续复苏，中国股市领先，因中国政府最近推出一系列支持措施，投资者憧憬紧缩政策最严重的影响已成过去。尽管中国股市年初至今已显著回升，但与发达市场相比，估值仍有很大折让，中国股市还有进一步上升空间。目前投资者的投资组合配置比重偏低，企业盈利前景良好，将进一步支持上升势头。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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星展：未来3-12个月偏重持有美股及亚洲(日本除外)股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-09 16:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1147723.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，星展表示，未来3个月及12个月的全球策略资产配置(TAA)均偏重持有美股及亚洲(日本除外)股票，对日股是中性，欧股则是偏低持有。星展认为，美国减息在望，联邦基金期货的定价反映有望于11月至12月会首次减息。随着全球供应链压力有所缓和，因宏观形势依然强劲，目前通胀/债券收益率高企的环境主要受需求带动。星展指出，即使股市在2024年上半年大幅上升，下半年将继续走强，因为利润率稳健、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1147723.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20240709/20240709164629_12759.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","LU0048597586.USD":"富达亚洲焦点A","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","SG9999001135.SGD":"United ASEAN Fund SGD","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY 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SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1147723.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2450928018","content_text":"智通财经APP获悉，星展表示，未来3个月及12个月的全球策略资产配置(TAA)均偏重持有美股及亚洲(日本除外)股票，对日股是中性，欧股则是偏低持有。星展认为，美国减息在望，联邦基金期货的定价反映有望于11月至12月会首次减息。随着全球供应链压力有所缓和，因宏观形势依然强劲，目前通胀/债券收益率高企的环境主要受需求带动。星展指出，即使股市在2024年上半年大幅上升，下半年将继续走强，因为利润率稳健、企业盈利前景向好、估值偏低、以及美国货币基础不断扩大，使流动资金充裕，并与标准普尔500指数息息相关。整体而言，星展指出，美国经济稳健，通胀居高不下，促使美联储维持政策利率不变。然而，该行预计股市将继续走强，并继续看好债券的表现优于收息股。至于亚洲(日本除外)股票，星展表示，在2024年第二季度继续复苏，中国股市领先，因中国政府最近推出一系列支持措施，投资者憧憬紧缩政策最严重的影响已成过去。尽管中国股市年初至今已显著回升，但与发达市场相比，估值仍有很大折让，中国股市还有进一步上升空间。目前投资者的投资组合配置比重偏低，企业盈利前景良好，将进一步支持上升势头。","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["399300","D05.SI","159982"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":61,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/326277424775224"}