Liaw_0430
2021-12-01
阅
“毒王”不会阻止股市上涨,央行这个动作才是风险
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
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":609436302,"tweetId":"609436302","gmtCreate":1638316340157,"gmtModify":1638316340157,"author":{"id":3581752785253752,"idStr":"3581752785253752","authorId":3581752785253752,"authorIdStr":"3581752785253752","name":"Liaw_0430","avatar":"https://static.tigerbbs.com/1a8dcaa9f08727d3d1c7f0b9b2d3cb37","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>阅</p></body></html>","htmlText":"<html><head></head><body><p>阅</p></body></html>","text":"阅","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/609436302","repostId":2187587736,"repostType":4,"repost":{"id":"2187587736","kind":"news","pubTimestamp":1638279331,"share":"https://www.laohu8.com/m/news/2187587736?lang=&edition=full","pubTime":"2021-11-30 21:35","market":"us","language":"zh","title":"“毒王”不会阻止股市上涨,央行这个动作才是风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2187587736","media":"智通财经","summary":"摩根大通策略师Dubravko Lakos-Bujas和Mislav Matejka表示,Omicron变异毒株不会破坏全球股市的涨势,这让市场在最近大幅回调后又增添了谨慎乐观的基调。\n该行在一份报告","content":"<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师Dubravko Lakos-Bujas和Mislav Matejka表示,Omicron变异毒株不会破坏全球股市的涨势,这让市场在最近大幅回调后又增添了谨慎乐观的基调。</p>\n<p>该行在一份报告中写道,“偶发的挫折”如omicron的出现,应该“在自然和疫苗获得性更高的免疫力、显著降低的死亡率和新的抗病毒治疗的背景下”看待。他们说:“预计后疫情时代的正常化将在2022年继续在全球范围内实现。”</p>\n<p>周二,欧洲和亚洲股市以及美国股市期货下跌,此前Moderna公司高管证实,Omicron变异毒株可以避开现有疫苗。研究仍在进行中,以确定新的毒株是否像以前的毒株一样致命,而包括Moderna、辉瑞公司和<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>在内的开发商正在开<b>发可能更新的疫苗版本。</b></p>\n<p><b>前景乐观</b></p>\n<p>摩根大通策略师预计,美国股市明年将继续上涨</p>\n<p><img src=\"https://static.tigerbbs.com/61730a7a61d718693f8a369eba37432a\" tg-width=\"577\" tg-height=\"226\" referrerpolicy=\"no-referrer\"></p>\n<p>摩根大通的策略师们对最近的股市恐慌无动于衷,他们预计标准普尔500指数将从目前的水平上涨约9%,到2022年底升至5050点。他们在全年展望报告中写道,\"由于供应冲击缓解,中国/新兴市场背景改善,消费者支出习惯正常化,获利增长好于预期,我们将继续看到市场上行,不过幅度会更温和。\"</p>\n<p>该行预计,欧洲股市的表现将优于美国股市,中国股市的表现将优于新兴市场,而新兴市场的表现将优于发达市场。</p>\n<p>他们指出,央行向鹰派的转变(超过Omicron变异毒株)是其乐观前景的最大风险,同时建议投资者保持顺周期倾向,偏好能源和金融、消费者服务和小型股。相对于其他防御性行业,他们更青睐医疗保健行业。</p>","source":"stock_zhitongcaijing","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>“毒王”不会阻止股市上涨,央行这个动作才是风险</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“毒王”不会阻止股市上涨,央行这个动作才是风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 21:35 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/612721.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通策略师Dubravko Lakos-Bujas和Mislav Matejka表示,Omicron变异毒株不会破坏全球股市的涨势,这让市场在最近大幅回调后又增添了谨慎乐观的基调。\n该行在一份报告中写道,“偶发的挫折”如omicron的出现,应该“在自然和疫苗获得性更高的免疫力、显著降低的死亡率和新的抗病毒治疗的背景下”看待。他们说:“预计后疫情时代的正常化将在2022年继续在全球范围内实现。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/612721.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4550":"红杉资本持仓","BK4504":"桥水持仓","BK4566":"资本集团","JPM":"摩根大通","BK4207":"综合性银行","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://www.zhitongcaijing.com/content/detail/612721.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187587736","content_text":"摩根大通策略师Dubravko Lakos-Bujas和Mislav Matejka表示,Omicron变异毒株不会破坏全球股市的涨势,这让市场在最近大幅回调后又增添了谨慎乐观的基调。\n该行在一份报告中写道,“偶发的挫折”如omicron的出现,应该“在自然和疫苗获得性更高的免疫力、显著降低的死亡率和新的抗病毒治疗的背景下”看待。他们说:“预计后疫情时代的正常化将在2022年继续在全球范围内实现。”\n周二,欧洲和亚洲股市以及美国股市期货下跌,此前Moderna公司高管证实,Omicron变异毒株可以避开现有疫苗。研究仍在进行中,以确定新的毒株是否像以前的毒株一样致命,而包括Moderna、辉瑞公司和BioNTech SE在内的开发商正在开发可能更新的疫苗版本。\n前景乐观\n摩根大通策略师预计,美国股市明年将继续上涨\n\n摩根大通的策略师们对最近的股市恐慌无动于衷,他们预计标准普尔500指数将从目前的水平上涨约9%,到2022年底升至5050点。他们在全年展望报告中写道,\"由于供应冲击缓解,中国/新兴市场背景改善,消费者支出习惯正常化,获利增长好于预期,我们将继续看到市场上行,不过幅度会更温和。\"\n该行预计,欧洲股市的表现将优于美国股市,中国股市的表现将优于新兴市场,而新兴市场的表现将优于发达市场。\n他们指出,央行向鹰派的转变(超过Omicron变异毒株)是其乐观前景的最大风险,同时建议投资者保持顺周期倾向,偏好能源和金融、消费者服务和小型股。相对于其他防御性行业,他们更青睐医疗保健行业。","news_type":1},"isVote":1,"tweetType":1,"viewCount":998,"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/609436302"}
精彩评论