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德里赫特

德里赫特

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2022-12-17

排查$拼多多(PDD)$

抱歉，原内容已删除

2022-12-05

投行想让我们交出便宜的筹码。

三大投行齐声唱空：美股明年将出现20%以上暴跌

2022-11-15

错一次容易，难的是每一次都错。‌[笑哭] ‌

美股“死多头”彻底转向，摩根大通进一步看空美股！花旗称科技股的麻烦远未结束

2022-11-14

‌$伊诺维奥制药(INO)$ ‌这真是只庄股

2022-11-12

$Tilray Inc.(TLRY)$ ‌$Tilray Inc.(TLRY)$ ‌ 我又回来了。 2021年2月中旬30左右保本离场。本周四晚3.85左右进场，等30，梦回30。

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data-views=\"0\"></v-v>","text":"排查$拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623849045","repostId":"2258756162","repostType":2,"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629906112,"gmtCreate":1670170282936,"gmtModify":1670170284488,"author":{"id":"321066968515488","authorId":"321066968515488","name":"德里赫特","avatar":"https://static.tigerbbs.com/dbc63bfca69db35c40d0875e94eb2e19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"投行想让我们交出便宜的筹码。","listText":"投行想让我们交出便宜的筹码。","text":"投行想让我们交出便宜的筹码。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629906112","repostId":"2288920544","repostType":4,"repost":{"id":"2288920544","pubTimestamp":1670112887,"share":"https://www.laohu8.com/m/news/2288920544?lang=&edition=full","pubTime":"2022-12-04 08:14","market":"hk","language":"zh","title":"三大投行齐声唱空：美股明年将出现20%以上暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2288920544","media":"环球市场播报","summary":"华尔街三大投行正发出同样悲观的预测，美国股市明年可能下跌20%以上。　　对美国银行来说，美联储引发的流动性危机可能给标普500指数带来压力。与此同时，摩根士丹利和德意志银行也表示，盈利前景降低和美国经济衰退可能引发股市抛售。　　美联储为对抗40年来最高的通胀而大举加息，由于担心紧缩政策可能使美国陷入衰退，以及俄乌冲突的影响，标普500指数今年下跌了15%。","content":"<html><head></head><body><p>华尔街三大投行正发出同样悲观的预测，美国股市明年可能下跌20%以上。</p><p>对<a href=\"https://laohu8.com/S/BAC\">美国银行</a>来说，美联储引发的流动性危机可能给标普500指数带来压力。与此同时，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/DB\">德意志银行</a>也表示，盈利前景降低和美国经济衰退可能引发股市抛售。</p><p>标普500指数已从10月低点升至4000点左右，但分析师认为，这波反弹只是今年进入熊市后的短暂休整。</p><p>美联储为对抗40年来最高的通胀而大举加息，由于担心紧缩政策可能使美国陷入衰退，以及俄乌冲突的影响，标普500指数今年下跌了15%。</p><p>以下是三大投行的预测：</p><p>1、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预计，标普500指数将下跌24%，至3000点到3300点之间，可能发生在2023年的前四个月。该行首席美股策略师迈克•威尔逊（Mike Wilson）认为，由于经济衰退，届时将有越来越多的公司下调盈利预期，这将打击股票估值。</p><p>威尔逊在一次采访中表示：“我们认为，到那个时候，利润修正的减速将达到顶点。</p><p>经济低迷往往意味着企业和消费者削减支出，从而导致企业收入下降。更高的利率使企业的借贷成本和投资成本变得更高。</p><p>“熊市还没有结束，”威尔逊说。“如果我们的盈利预测正确的话，我们的低点已经大幅降低。”</p><p>威尔逊预计标普500指数到2023年底将收于3900点附近，但预计市场将出现高度波动。</p><p>“所以，虽然3900听起来是一个非常无聊的6个月——不，这将是一个挑战。这将是一段疯狂的旅程，”威尔逊说。他补充说，收益下降将给大盘股带来巨大痛苦，而不仅仅是科技股。</p><p>2、<a href=\"https://laohu8.com/S/BAC\">美国银行</a></p><p>根据美国银行的预测，明年经济衰退将重创市场。由于企业被迫下调盈利预期，标准普尔500指数可能会较当前水平下跌24%，最低至3000点。这将标志着当前熊市周期的新低点。</p><p>但还有另一个风险：美联储的量化紧缩（QT）——每月从其9万亿美元的资产负债表中削减约950亿美元的国债和抵押贷款支持证券——可能严重扰乱市场流动性。</p><p>美银表示，即将到来的衰退将有所不同，部分原因是“最大的泡沫”在于“政府和央行面临的巨大、前所未有的杠杆风险”，而不是消费者和企业。鉴于美国国债市场会影响股票定价，这可能会在一些奇怪的领域（如标普500指数）引发流动性风险。</p><p>该行还预计，标普500指数到2023年底将收于4000点，但在此过程中会出现价格波动。</p><p>3、德银</p><p>德银在其2023年展望中表示，随着美国经济遭受严重而持久的低迷，预计全球股市将大幅下跌。但该行认为，美国股市的暴跌将发生在明年年中，而不是头几个月。</p><p>该行预计，标普500指数明年上半年将回升至4500点，然后在第三季度下跌逾25%，因为央行收紧政策将导致经济全面衰退，这将使该指数跌至3375点。</p><p>德银首席经济学家戴维•福克茨-兰道（David Folkerts-Landau）在一份报告中写道：“我们认为，美联储和欧洲央行绝对致力于在未来几年将通胀拉回预期水平。”</p><p>他补充称：“尽管由于我们列出的原因，这样做的成本可能低于过去，但在美国和欧洲经济至少出现温和低迷、失业率大幅上升的情况下，这样做是不可能的。”</p><p>德银对企业盈利也持悲观态度，预计每股盈利将从今年的222美元降至明年的195美元。</p><p>德银团队同样认为，只要经济衰退不超过几个季度，股市将在2023年底前复苏。该行认为，到明年年底，标准普尔500指数应该会反弹至4500点。</p></body></html>","source":"highlight_sina","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>三大投行齐声唱空：美股明年将出现20%以上暴跌</title>\n<style 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}\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三大投行齐声唱空：美股明年将出现20%以上暴跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 08:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-12-04/doc-imqqsmrp8514695.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街三大投行正发出同样悲观的预测，美国股市明年可能下跌20%以上。对美国银行来说，美联储引发的流动性危机可能给标普500指数带来压力。与此同时，摩根士丹利和德意志银行也表示，盈利前景降低和美国经济衰退可能引发股市抛售。标普500指数已从10月低点升至4000点左右，但分析师认为，这波反弹只是今年进入熊市后的短暂休整。美联储为对抗40年来最高的通胀而大举加息，由于担心紧缩政策可能使美国陷入衰退，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-12-04/doc-imqqsmrp8514695.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fa7c522340c9f1e78e78f0c1543440e","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-12-04/doc-imqqsmrp8514695.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2288920544","content_text":"华尔街三大投行正发出同样悲观的预测，美国股市明年可能下跌20%以上。对美国银行来说，美联储引发的流动性危机可能给标普500指数带来压力。与此同时，摩根士丹利和德意志银行也表示，盈利前景降低和美国经济衰退可能引发股市抛售。标普500指数已从10月低点升至4000点左右，但分析师认为，这波反弹只是今年进入熊市后的短暂休整。美联储为对抗40年来最高的通胀而大举加息，由于担心紧缩政策可能使美国陷入衰退，以及俄乌冲突的影响，标普500指数今年下跌了15%。以下是三大投行的预测：1、摩根士丹利摩根士丹利预计，标普500指数将下跌24%，至3000点到3300点之间，可能发生在2023年的前四个月。该行首席美股策略师迈克•威尔逊（Mike Wilson）认为，由于经济衰退，届时将有越来越多的公司下调盈利预期，这将打击股票估值。威尔逊在一次采访中表示：“我们认为，到那个时候，利润修正的减速将达到顶点。经济低迷往往意味着企业和消费者削减支出，从而导致企业收入下降。更高的利率使企业的借贷成本和投资成本变得更高。“熊市还没有结束，”威尔逊说。“如果我们的盈利预测正确的话，我们的低点已经大幅降低。”威尔逊预计标普500指数到2023年底将收于3900点附近，但预计市场将出现高度波动。“所以，虽然3900听起来是一个非常无聊的6个月——不，这将是一个挑战。这将是一段疯狂的旅程，”威尔逊说。他补充说，收益下降将给大盘股带来巨大痛苦，而不仅仅是科技股。2、美国银行根据美国银行的预测，明年经济衰退将重创市场。由于企业被迫下调盈利预期，标准普尔500指数可能会较当前水平下跌24%，最低至3000点。这将标志着当前熊市周期的新低点。但还有另一个风险：美联储的量化紧缩（QT）——每月从其9万亿美元的资产负债表中削减约950亿美元的国债和抵押贷款支持证券——可能严重扰乱市场流动性。美银表示，即将到来的衰退将有所不同，部分原因是“最大的泡沫”在于“政府和央行面临的巨大、前所未有的杠杆风险”，而不是消费者和企业。鉴于美国国债市场会影响股票定价，这可能会在一些奇怪的领域（如标普500指数）引发流动性风险。该行还预计，标普500指数到2023年底将收于4000点，但在此过程中会出现价格波动。3、德银德银在其2023年展望中表示，随着美国经济遭受严重而持久的低迷，预计全球股市将大幅下跌。但该行认为，美国股市的暴跌将发生在明年年中，而不是头几个月。该行预计，标普500指数明年上半年将回升至4500点，然后在第三季度下跌逾25%，因为央行收紧政策将导致经济全面衰退，这将使该指数跌至3375点。德银首席经济学家戴维•福克茨-兰道（David Folkerts-Landau）在一份报告中写道：“我们认为，美联储和欧洲央行绝对致力于在未来几年将通胀拉回预期水平。”他补充称：“尽管由于我们列出的原因，这样做的成本可能低于过去，但在美国和欧洲经济至少出现温和低迷、失业率大幅上升的情况下，这样做是不可能的。”德银对企业盈利也持悲观态度，预计每股盈利将从今年的222美元降至明年的195美元。德银团队同样认为，只要经济衰退不超过几个季度，股市将在2023年底前复苏。该行认为，到明年年底，标准普尔500指数应该会反弹至4500点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667943547,"gmtCreate":1668523232589,"gmtModify":1668523483502,"author":{"id":"321066968515488","authorId":"321066968515488","name":"德里赫特","avatar":"https://static.tigerbbs.com/dbc63bfca69db35c40d0875e94eb2e19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"错一次容易，难的是每一次都错。‌<a href=\"\">[笑哭]&nbsp;</a>‌","listText":"错一次容易，难的是每一次都错。‌<a href=\"\">[笑哭]&nbsp;</a>‌","text":"错一次容易，难的是每一次都错。‌[笑哭] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667943547","repostId":"2283265970","repostType":4,"repost":{"id":"2283265970","pubTimestamp":1668509031,"share":"https://www.laohu8.com/m/news/2283265970?lang=&edition=full","pubTime":"2022-11-15 18:43","market":"us","language":"zh","title":"美股“死多头”彻底转向，摩根大通进一步看空美股！花旗称科技股的麻烦远未结束","url":"https://stock-news.laohu8.com/highlight/detail?id=2283265970","media":"华尔街见闻","summary":"在今年美股暴跌的大部分时间里，摩根大通分析师Marko Kolanovic一直坚持看涨股市。然而正当CPI放缓，美股开始反弹之际，Kolanovic表示，不再看涨美股。Marko Kolanovic是","content":"<html><head></head><body><p>在今年美股暴跌的大部分时间里，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Marko Kolanovic一直坚持看涨股市。然而正当CPI放缓，美股开始反弹之际，Kolanovic表示，不再看涨美股。</p><p>Marko Kolanovic是摩根大通全球研究联席主管，他在11月15日的一份报告中表示，因为衰退风险仍然很高，其正在建议投资者减持股票。</p><p>Kolanovic在报告中写道：</p><blockquote>“我们的乐观情绪仍将受到衰退风险的影响。”</blockquote><p>与此同时，花旗全球市场美股交易策略主管Stuart Kaiser表示，美债利率下跌不足以重振大型科技公司，美股科技股上涨趋势还不具有确定性。</p><h2>“死多头”转向看空</h2><p>Kolanovic在去年的机构投资者调查中被选为市场第一策略师，然而他对2022年的看涨预测迄今并未取得多大成功。</p><p>整个夏天，他坚持认为美国股市有望逐步复苏，并表示2022年标准普尔500指数可能会在年底保持不变，一再敦促投资者逢低买入。</p><p>上周四CPI增速放缓让投资者看到希望，标准普尔500指数已从10月中旬的低点上涨近11%。</p><p>然而他表示，虽然他仍然增持股票并且长期看好美股，但摩根大通将利用上周的反弹作为“适度减少股票超配”的机会。</p><p>Kolanovic表示，在美债利率接近5%的情况下，除非美联储“更有意义地转向”，否则经济衰退将难以避免。</p><p>此外，Kolanovic正在通过以下方式调整模型投资组合：</p><blockquote><ul><li>退出长期美元多头倾向；</li><li>将之前新兴市场主权债券的减持调整为中性；</li><li>增加对公司债券的敞口，专注于高收益债券，以弥补信贷不足；</li><li>考虑到衰退风险升高和上周市场强劲反弹，减持股票超配；</li><li>扭转之前对美国和欧洲高评级信贷的超配，并表示后者提供更高的风险溢价；</li><li>继续增持大宗商品；</li></ul></blockquote><h2>花旗：美债利率下跌不足以重振大型科技公司</h2><p>花旗全球市场美股交易策略主管Stuart Kaiser表示，在经济增长担忧困扰着正在削减成本的科技行业之际，仅靠美债收益率下跌还不足以重振萎靡不振的科技股。</p><p>今年以来，由于美联储采用强势“鹰派”加息以对抗通胀，科技股遭受重创。</p><p>但上周公布的通胀数据弱于预期，市场预计美联储态度将转向鸽派，科技股随之反弹。上周，以科技股为主的纳斯达克创下两年来最好的一周表现。</p><p>但Kaiser并不认为大型科技股的上涨趋势即将回归，他表示：</p><blockquote>“科技行业现在存在的一个问题是——如果科技股减轻利率带来的压力，估值是会得到重新评估？还是投资者会犹豫，并表示希望观望后期美债利率下跌后将对科技股发挥社么作用？出于这个原因，科技行业增长前景还不具有确定性。”</blockquote></body></html>","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>美股“死多头”彻底转向，摩根大通进一步看空美股！花旗称科技股的麻烦远未结束</title>\n<style 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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美股“死多头”彻底转向，摩根大通进一步看空美股！花旗称科技股的麻烦远未结束\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-15 18:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3674998><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在今年美股暴跌的大部分时间里，摩根大通分析师Marko Kolanovic一直坚持看涨股市。然而正当CPI放缓，美股开始反弹之际，Kolanovic表示，不再看涨美股。Marko Kolanovic是摩根大通全球研究联席主管，他在11月15日的一份报告中表示，因为衰退风险仍然很高，其正在建议投资者减持股票。Kolanovic在报告中写道：“我们的乐观情绪仍将受到衰退风险的影响。”与此同时，花旗全球...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3674998\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3cf2154bca2c3fb42588f41243dc75d","relate_stocks":{"LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4550":"红杉资本持仓","JPM":"摩根大通","03086":"华夏纳指","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4207":"综合性银行","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4581":"高盛持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4504":"桥水持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced 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ACC","BK4534":"瑞士信贷持仓","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","TTTN":"老虎中美互联网巨头ETF"},"source_url":"https://wallstreetcn.com/articles/3674998","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283265970","content_text":"在今年美股暴跌的大部分时间里，摩根大通分析师Marko Kolanovic一直坚持看涨股市。然而正当CPI放缓，美股开始反弹之际，Kolanovic表示，不再看涨美股。Marko Kolanovic是摩根大通全球研究联席主管，他在11月15日的一份报告中表示，因为衰退风险仍然很高，其正在建议投资者减持股票。Kolanovic在报告中写道：“我们的乐观情绪仍将受到衰退风险的影响。”与此同时，花旗全球市场美股交易策略主管Stuart Kaiser表示，美债利率下跌不足以重振大型科技公司，美股科技股上涨趋势还不具有确定性。“死多头”转向看空Kolanovic在去年的机构投资者调查中被选为市场第一策略师，然而他对2022年的看涨预测迄今并未取得多大成功。整个夏天，他坚持认为美国股市有望逐步复苏，并表示2022年标准普尔500指数可能会在年底保持不变，一再敦促投资者逢低买入。上周四CPI增速放缓让投资者看到希望，标准普尔500指数已从10月中旬的低点上涨近11%。然而他表示，虽然他仍然增持股票并且长期看好美股，但摩根大通将利用上周的反弹作为“适度减少股票超配”的机会。Kolanovic表示，在美债利率接近5%的情况下，除非美联储“更有意义地转向”，否则经济衰退将难以避免。此外，Kolanovic正在通过以下方式调整模型投资组合：退出长期美元多头倾向；将之前新兴市场主权债券的减持调整为中性；增加对公司债券的敞口，专注于高收益债券，以弥补信贷不足；考虑到衰退风险升高和上周市场强劲反弹，减持股票超配；扭转之前对美国和欧洲高评级信贷的超配，并表示后者提供更高的风险溢价；继续增持大宗商品；花旗：美债利率下跌不足以重振大型科技公司花旗全球市场美股交易策略主管Stuart Kaiser表示，在经济增长担忧困扰着正在削减成本的科技行业之际，仅靠美债收益率下跌还不足以重振萎靡不振的科技股。今年以来，由于美联储采用强势“鹰派”加息以对抗通胀，科技股遭受重创。但上周公布的通胀数据弱于预期，市场预计美联储态度将转向鸽派，科技股随之反弹。上周，以科技股为主的纳斯达克创下两年来最好的一周表现。但Kaiser并不认为大型科技股的上涨趋势即将回归，他表示：“科技行业现在存在的一个问题是——如果科技股减轻利率带来的压力，估值是会得到重新评估？还是投资者会犹豫，并表示希望观望后期美债利率下跌后将对科技股发挥社么作用？出于这个原因，科技行业增长前景还不具有确定性。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667067723,"gmtCreate":1668439934463,"gmtModify":1668442140796,"author":{"id":"321066968515488","authorId":"321066968515488","name":"德里赫特","avatar":"https://static.tigerbbs.com/dbc63bfca69db35c40d0875e94eb2e19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/INO\">$伊诺维奥制药(INO)$ &nbsp;</a>‌这真是只庄股","listText":"‌<a href=\"https://laohu8.com/S/INO\">$伊诺维奥制药(INO)$ &nbsp;</a>‌这真是只庄股","text":"‌$伊诺维奥制药(INO)$ 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$118.6M","url":"https://stock-news.laohu8.com/highlight/detail?id=2258756162","media":"Benzinga","summary":"SilverCrest Reports H1 Cash And Cash Equivalents Of $118.6M","content":"<html><body><p>SilverCrest Reports H1 Cash And Cash Equivalents Of $118.6M</p></body></html>","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>SilverCrest Reports H1 Cash And Cash Equivalents Of $118.6M</title>\n<style 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Equivalents Of $118.6M</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SILV":"SilverCrest Metals Inc","BK4188":"贵重金属与矿石"},"source_url":"https://www.benzinga.com/news/earnings/22/08/28465740/silvercrest-reports-h1-cash-and-cash-equivalents-of-118-6m","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258756162","content_text":"SilverCrest Reports H1 Cash And Cash Equivalents Of $118.6M","news_type":1},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667943547,"gmtCreate":1668523232589,"gmtModify":1668523483502,"author":{"id":"321066968515488","authorId":"321066968515488","name":"德里赫特","avatar":"https://static.tigerbbs.com/dbc63bfca69db35c40d0875e94eb2e19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"错一次容易，难的是每一次都错。‌<a 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