旷世猛男
2022-10-18
好的。高总先上
“空美股、买港股”!高盛:更看好A股
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
羊驼君
2022-10-18
羊驼君
高盛=美国中信🤣
什么也没有了~
APP内打开
发表看法
1
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":662045147,"tweetId":"662045147","gmtCreate":1666090200290,"gmtModify":1666090204760,"author":{"id":3539229655408025,"idStr":"3539229655408025","authorId":3539229655408025,"authorIdStr":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>好的。高总先上</p></body></html>","htmlText":"<html><head></head><body><p>好的。高总先上</p></body></html>","text":"好的。高总先上","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/662045147","repostId":1155596382,"repostType":4,"repost":{"id":"1155596382","kind":"news","pubTimestamp":1666081413,"share":"https://www.laohu8.com/m/news/1155596382?lang=&edition=full","pubTime":"2022-10-18 16:23","market":"us","language":"zh","title":"“空美股、买港股”!高盛:更看好A股","url":"https://stock-news.laohu8.com/highlight/detail?id=1155596382","media":"华尔街见闻","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。","content":"<html><head></head><body><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。</p><p>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。</p><p>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,<b>因为后者相对较少受到全球宏观经济逆风等因素的影响。</b></p><p>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%。</p><p><img src=\"https://static.tigerbbs.com/88fc2889fe7877f8b9306afa961d6124\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>A股:修复进行中</p><p>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。</p><p>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,<b>而市场对于加息恐慌已达到顶点</b>,预期再难进一步恶化。</p><p>另一方面,A股基本面正在稳步修复,<b>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</b>,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。</p><p>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,<b>存量资金调仓和增量资金入场延续</b>,产生资金接力效应,强化本轮修复行情的持续性。</p><p>美股:利空将近</p><p>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。</p><p>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。</p><p>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。</p><p>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。</p></body></html>","source":"live_wallstreetcn","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>“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 <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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/718d9d0cee89dacb8ae3664167fe24e6","relate_stocks":{"000001.SH":"上证指数","GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3672617","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1155596382","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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"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":13,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7701400,"commentId":"7701400","gmtCreate":1666091957716,"gmtModify":1666092284995,"authorId":4087433570072120,"author":{"id":4087433570072120,"idStr":"4087433570072120","authorId":4087433570072120,"name":"羊驼君","avatar":"https://static.tigerbbs.com/800dfb6687aa954bc2c77ffe28f771c3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":662045147,"objectIdStr":"662045147","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"高盛=美国中信🤣","text":"高盛=美国中信🤣","html":"高盛=美国中信🤣","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/662045147"}
精彩评论