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放养的小兵张嘎

放养的小兵张嘎

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放养的小兵张嘎

06-04

$AINOS Inc.(AIMD)$ 这股票行么都没什么流动

放养的小兵张嘎

2022-12-13

$特斯拉(TSLA)$ 不太明白，特斯拉的股票为什么不行了呢

放养的小兵张嘎

2021-06-28

$Affirm Holdings, Inc.(AFRM)$这只股票到底行不行了

放养的小兵张嘎

2021-09-10

$维珍银河(SPCE)$还有机会么啥也不说了

放养的小兵张嘎

07-11

$特朗普媒体科技集团(DJT)$ 只要特朗普能当总统肯定会涨

放养的小兵张嘎

2021-02-01

$美团-W(03690)$现在不能买了吧太高了，麻烦大神给个建议

放养的小兵张嘎

10-17

$特朗普媒体科技集团(DJT)$ 特朗普会成功么

放养的小兵张嘎

01-22

$阿彻丹尼尔斯米德兰公司(ADM)$ 今天为什么跌成这样

放养的小兵张嘎

2021-09-13

$阿里巴巴-SW(09988)$这怎么还跌啊

放养的小兵张嘎

2021-01-28

$游戏驿站(GME)$手又痒了，今晚第四次空他

放养的小兵张嘎

2021-09-10

$全球星(GSAT)$这支股票完犊子

放养的小兵张嘎

2021-03-17

$吉利汽车(00175)$要点脸吧，能不能涨

放养的小兵张嘎

2023-05-25

$英伟达(NVDA)$ 还行么

放养的小兵张嘎

2021-06-28

$新东方(EDU)$新东方还有机会么

放养的小兵张嘎

2021-01-27

$游戏驿站(GME)$是不是一会就恢复了

放养的小兵张嘎

2021-01-18

$金风科技(02208)$这股票没人买啊

放养的小兵张嘎

09-24

$京东(JD)$ 没看懂为啥上涨

放养的小兵张嘎

05-15

$游戏驿站(GME)$ 别停继续

放养的小兵张嘎

2022-09-20

$特斯拉(TSLA)$特斯拉还能涨到800-1000么[疑问]

放养的小兵张嘎

2022-07-12

$天齐锂业(09696)$这什么打新啊，我去

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href=\"https://laohu8.com/S/MSFT\">微软</a>公司和Alphabet公司，已承诺在第三季度将创纪录的590亿美元投入数据中心设备和其他固定资产后，将更多资金投入资本支出。策略师预计，随着科技公司继续加大对人工智能的支出以保持竞争力，<strong>英伟达将在2025财年实现56%的净利润率。</strong></p><p>但史密斯认为，<strong>这种丰厚的利润率可能无法持续</strong>。“即使人工智能是下一件大事，我们也会为此支付足够的钱，难道只有一家芯片制造商吗？”他说。“如果你正在获得惊人的回报，就会吸引竞争。事实上，如果你看看英伟达供应的微处理器的主要用户，比如微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>，他们都有开发自己产品的历史。”</p><p>史密斯的Fundsmith股票基金今年以美元计价的回报率为9%，落后于MSCI世界指数，后者的回报率接近20%。</p><p>史密斯表示，表现不佳是由于“少数股票集中了收益”，并补充说指数基金的日益普及正在推动这种趋势。</p><p>“指数基金的流行令人担忧，”他说。“很多人称它们为被动型基金，但它们并非被动型基金。它们是动量策略。动量会持续下去，直到它消失为止。”</p></body></html>","source":"jssj","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\" 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href=\"https://xnews.jin10.com/details/152953\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://xnews.jin10.com/details/152953","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482727012","content_text":"这种谨慎态度也是人工智能行业目前最大的担忧之一：人工智能技术产生的收入最终能否证明企业投入的数十亿美元的投资合理？英伟达公司的股票今年已经涨了近三倍，华尔街分析师对这家芯片制造商普遍持乐观态度。被英国媒体誉为“英国巴菲特”的基金经理特里·史密斯（Terry Smith）对此持怀疑态度，他表示，这一全球最大的股票缺乏可预测的盈利流和强大的高资本回报率历史。史密斯正在回避英伟达股票，即使他承认这样做会损害其投资组合的表现。“我不确定我们是否了解人工智能的未来，因为几乎没有应用程序是人们愿意付费的，”史密斯在11月5日接受采访时表示。“人们是否愿意以足够的规模和价格付费来证明这一点？因为如果不是这样，芯片供应商将会遇到麻烦。”史密斯的谨慎态度直指人工智能行业未来最大的担忧之一：人工智能技术产生的收入最终能否证明企业投入的数十亿美元投资合理？这些疑虑导致英伟达的市值从6月的峰值到8月的低谷蒸发了约9000亿美元，尽管该公司股票此后已有所反弹。人工智能爱好者指出，英伟达最大的客户，包括微软公司和Alphabet公司，已承诺在第三季度将创纪录的590亿美元投入数据中心设备和其他固定资产后，将更多资金投入资本支出。策略师预计，随着科技公司继续加大对人工智能的支出以保持竞争力，英伟达将在2025财年实现56%的净利润率。但史密斯认为，这种丰厚的利润率可能无法持续。“即使人工智能是下一件大事，我们也会为此支付足够的钱，难道只有一家芯片制造商吗？”他说。“如果你正在获得惊人的回报，就会吸引竞争。事实上，如果你看看英伟达供应的微处理器的主要用户，比如微软、亚马逊和甲骨文，他们都有开发自己产品的历史。”史密斯的Fundsmith股票基金今年以美元计价的回报率为9%，落后于MSCI世界指数，后者的回报率接近20%。史密斯表示，表现不佳是由于“少数股票集中了收益”，并补充说指数基金的日益普及正在推动这种趋势。“指数基金的流行令人担忧，”他说。“很多人称它们为被动型基金，但它们并非被动型基金。它们是动量策略。动量会持续下去，直到它消失为止。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363445492207744,"gmtCreate":1729757150363,"gmtModify":1729757151822,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 来吧 马斯克 来吧 特斯拉 passion","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 来吧 马斯克 来吧 特斯拉 passion","text":"$特斯拉(TSLA)$ 来吧 马斯克 来吧 特斯拉 passion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363445492207744","isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360983051276576,"gmtCreate":1729155858709,"gmtModify":1729160933812,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a> 特朗普会成功么","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a> 特朗普会成功么","text":"$特朗普媒体科技集团(DJT)$ 特朗普会成功么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360983051276576","isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499414020530028","authorId":"3499414020530028","name":"三更穷五更富","avatar":"https://static.tigerbbs.com/adf2728b6759f675715c81f7fe48fa9f","crmLevel":3,"crmLevelSwitch":1,"idStr":"3499414020530028","authorIdStr":"3499414020530028"},"content":"支持率比较高","text":"支持率比较高","html":"支持率比较高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360981538042120,"gmtCreate":1729155613834,"gmtModify":1729160921379,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"特朗普会获胜么","listText":"特朗普会获胜么","text":"特朗普会获胜么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360981538042120","repostId":"2476197522","repostType":2,"repost":{"id":"2476197522","pubTimestamp":1729154040,"share":"https://www.laohu8.com/m/news/2476197522?lang=&edition=full","pubTime":"2024-10-17 16:34","market":"other","language":"zh","title":"最新！特朗普，大逆转！","url":"https://stock-news.laohu8.com/highlight/detail?id=2476197522","media":"券商中国","summary":"消息面上，特朗普的竞选形势上演了重大逆转。当地时间10月16日，福克斯新闻最新公布的一项全美民调显示，特朗普以50%的支持率领先于哈里斯的48%，这与9月份哈里斯50%—48%的优势相比发生了重大变化。美国全国广播公司发布的最新民调结果显示，预计到11月5日投票日，哈里斯和特朗普在全国范围内的支持率将持平，均为48%。","content":"<html><body><div>\n<p cms-style=\"font-L\"><font cms-style=\"font-L color0\">“特朗普交易”来势汹汹。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L color210\">沉寂已久的“特朗普交易”似乎正卷土重来。其中，<a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a>股价持续飙涨，美东时间10月16日，该股股价暴涨超15.5%，最新股价相较于9月低点累计涨幅超166%。同时，“特朗普交易”正推动比特币价格、美元持续走强。</font></p><p cms-style=\"font-L\">消息面上，特朗普的竞选形势上演了重大逆转。当地时间10月16日，福克斯新闻最新公布的一项全美民调显示，特朗普以50%的支持率领先于哈里斯的48%，这与9月份哈里斯50%—48%的优势相比发生了重大变化。</p><p cms-style=\"font-L\">亿万富翁投资者、Duquesne家族理财室董事长兼CEO Stanley Druckenmiller表示，“市场已经计价，特朗普将在下个月的美国总统大选中获胜。在过去12天里，市场似乎非常确信特朗普会赢。”</p><p cms-style=\"font-L align-Center color0\">特朗普突然逆转</p><p cms-style=\"font-L\"><font cms-style=\"font-L color210\">距美国总统选举投票日还剩不到三周，美国民主党总统候选人哈里斯与共和党总统候选人特朗普之间的“厮杀”变得愈发激烈。</font></p><p cms-style=\"font-L\">但在关键时刻，特朗普的竞选形势突然出现了重大逆转。</p><p cms-style=\"font-L\">当地时间10月16日，福克斯新闻最新公布的一项全美民调显示，特朗普以50%的支持率领先于哈里斯的48%，这与9月份哈里斯50%—48%的优势相比发生了重大变化。</p><p cms-style=\"font-L\">据悉这项民调于10月11日至14日进行，数据基于1110名潜在选民和对870名潜在选民的二次抽样，误差幅度均为+/-3个百分点。</p><p cms-style=\"font-L\"><font cms-style=\"font-L color210\">另据汇总博彩赔率的网站RealClearPolitics提供的投注市场平均值，截至当地时间10月16日晚间，特朗普的胜选概率已高达57.7%，为自7月22日以来的最高水平，远远领先民主党竞争对手哈里斯的41.3%。</font></p><p cms-style=\"font-L\">根据知名加密预测市场平台Polymarket数据，特朗普支持率在10月3日达到“追平”后持续上行，截至10月14日，特朗普支持率已经以54.0%大幅领先哈里斯的44.5%。</p><p cms-style=\"font-L\">美国权威民调机构发布的三项支持率调查也显示，哈里斯此前对特朗普的领先优势正在不断缩小。</p><p cms-style=\"font-L\">美国全国广播公司（NBC）发布的最新民调结果显示，预计到11月5日投票日，哈里斯和特朗普在全国范围内的支持率将持平，均为48%。而在上个月的同一项调查中，哈里斯的支持率曾领先5个百分点。</p><p cms-style=\"font-L\"><font cms-style=\"font-L color210\">英国广播公司（BBC）追踪分析数月以来的美国总统选举民调数据后发现，在被视为“关键战场”的7个州，民调结果“非常胶着”。根据民调数据的平均值，还没有哪位候选人取得“决定性的优势”。</font></p><p cms-style=\"font-L\">美国全国广播公司称，本次美国大选中，“认为选举可能对自己的生活产生巨大影响”的选民数量创下新高。这意味着，哈里斯和特朗普面对的是不确定的未来和前所未有的挑战。</p><p cms-style=\"font-L align-Center color0\">“特朗普交易”卷土重来</p><p cms-style=\"font-L\"><font cms-style=\"font-L color210\">特朗普的竞选形势变化已经在资本市场上引起了巨大波动，沉寂已久的“特朗普交易”似乎正卷土重来。</font></p><p cms-style=\"font-L\">首先是，特朗普媒体科技集团股价持续飙涨。美东时间10月16日，该股股价再度大涨15.5%，最新股价报31.26美元，相较于9月低点累计涨幅超166%。</p><div><img cms-height=\"890.703\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241017/322/w830h1092/20241017/bb9e-2203cf543cf372fb9799b34977e81965.png\"/><span></span></div><p cms-style=\"font-L\">其次是，比特币价格也持续走强，10月16日晚间，比特币价格一度突破68000美元/枚，为7月30日以来的最高水平，截至发稿，比特币价格报67563美元/枚。消息面上，比特币作为特朗普此前曾公开表示支持的领域，在近期的“特朗普交易”卷土重来时表现较好。</p><p cms-style=\"font-L\">另外，“特朗普交易”正带动美元持续上涨，交易员表示，在3000亿美元以上的外汇期权市场上，美元看涨期权越来越受欢迎。渣打银行全球外汇期权主管Saurabh Tandon表示：“当上周特朗普的胜算开始向有利于他的方向转变时，这种押注就开始增加了。”</p><p cms-style=\"font-L\">反观“哈里斯交易”则出现了疲软，被认为是“哈里斯交易”代表的景顺<span><a href=\"https://laohu8.com/S/000591\">太阳能</a></span><span></span>ETF(TAN)、<a href=\"https://laohu8.com/S/EEMA\">iShares</a>清洁能源ETF(ICLN)在本月分别下跌了12%、8%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L color210\">当地时间10月16日，亿万富翁投资者、Duquesne家族理财室董事长兼CEO Stanley Druckenmiller表示，市场已经计价，特朗普将在下个月的美国总统大选中获胜。“在过去12天里，市场似乎非常确信特朗普会赢。你可以从银行股中看到这一点，也可以从加密货币中看到这一点，甚至可以从特朗普媒体科技DJT中看出。”</font></p><p cms-style=\"font-L\"><span><a href=\"https://laohu8.com/S/601211\">国泰君安</a></span><span></span>国际认为，“特朗普交易”利好金融、能源和信息技术等行业。从特朗普的政策纲领来看，在能源方面，相比哈里斯的支持清洁能源和对电动汽车税收减免，特朗普承诺大力开采化石燃料，放宽一系列环境法规，不支持绿色新政政策；特朗普将拜登政府的电动汽车计划视为对<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业和经济的威胁，侧重发展传统燃油汽车，对传统能源行业更加利好。在信息科技行业，特朗普对经济扩张的政策利好信息科技行业。对金融行业而言，特朗普倾向于放松金融监管、支持加密货币发展，合规成本的降低无疑将提高行业整体盈利能力。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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最新！特朗普，大逆转！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-17 16:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/zqgd/2024-10-17/doc-incswatz5985157.shtml><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“特朗普交易”来势汹汹。沉寂已久的“特朗普交易”似乎正卷土重来。其中，特朗普媒体科技集团股价持续飙涨，美东时间10月16日，该股股价暴涨超15.5%，最新股价相较于9月低点累计涨幅超166%。同时，“特朗普交易”正推动比特币价格、美元持续走强。消息面上，特朗普的竞选形势上演了重大逆转。当地时间10月16日，福克斯新闻最新公布的一项全美民调显示，特朗普以50%的支持率领先于哈里斯的48%，这与9月份...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zqgd/2024-10-17/doc-incswatz5985157.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBC":"Virtus LifeSci Biotech Clinical Trials ETF","TAN":"太阳能ETF-Guggenheim","BK4588":"碎股","BK4594":"比特币ETF概念","DJT":"特朗普媒体科技集团","BK4585":"ETF&股票定投概念","ICLN":"iShares S&P Global Clean Energy","FSLR":"第一太阳能","COIN":"Coinbase Global, Inc."},"source_url":"https://finance.sina.com.cn/stock/zqgd/2024-10-17/doc-incswatz5985157.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2476197522","content_text":"“特朗普交易”来势汹汹。沉寂已久的“特朗普交易”似乎正卷土重来。其中，特朗普媒体科技集团股价持续飙涨，美东时间10月16日，该股股价暴涨超15.5%，最新股价相较于9月低点累计涨幅超166%。同时，“特朗普交易”正推动比特币价格、美元持续走强。消息面上，特朗普的竞选形势上演了重大逆转。当地时间10月16日，福克斯新闻最新公布的一项全美民调显示，特朗普以50%的支持率领先于哈里斯的48%，这与9月份哈里斯50%—48%的优势相比发生了重大变化。亿万富翁投资者、Duquesne家族理财室董事长兼CEO Stanley Druckenmiller表示，“市场已经计价，特朗普将在下个月的美国总统大选中获胜。在过去12天里，市场似乎非常确信特朗普会赢。”特朗普突然逆转距美国总统选举投票日还剩不到三周，美国民主党总统候选人哈里斯与共和党总统候选人特朗普之间的“厮杀”变得愈发激烈。但在关键时刻，特朗普的竞选形势突然出现了重大逆转。当地时间10月16日，福克斯新闻最新公布的一项全美民调显示，特朗普以50%的支持率领先于哈里斯的48%，这与9月份哈里斯50%—48%的优势相比发生了重大变化。据悉这项民调于10月11日至14日进行，数据基于1110名潜在选民和对870名潜在选民的二次抽样，误差幅度均为+/-3个百分点。另据汇总博彩赔率的网站RealClearPolitics提供的投注市场平均值，截至当地时间10月16日晚间，特朗普的胜选概率已高达57.7%，为自7月22日以来的最高水平，远远领先民主党竞争对手哈里斯的41.3%。根据知名加密预测市场平台Polymarket数据，特朗普支持率在10月3日达到“追平”后持续上行，截至10月14日，特朗普支持率已经以54.0%大幅领先哈里斯的44.5%。美国权威民调机构发布的三项支持率调查也显示，哈里斯此前对特朗普的领先优势正在不断缩小。美国全国广播公司（NBC）发布的最新民调结果显示，预计到11月5日投票日，哈里斯和特朗普在全国范围内的支持率将持平，均为48%。而在上个月的同一项调查中，哈里斯的支持率曾领先5个百分点。英国广播公司（BBC）追踪分析数月以来的美国总统选举民调数据后发现，在被视为“关键战场”的7个州，民调结果“非常胶着”。根据民调数据的平均值，还没有哪位候选人取得“决定性的优势”。美国全国广播公司称，本次美国大选中，“认为选举可能对自己的生活产生巨大影响”的选民数量创下新高。这意味着，哈里斯和特朗普面对的是不确定的未来和前所未有的挑战。“特朗普交易”卷土重来特朗普的竞选形势变化已经在资本市场上引起了巨大波动，沉寂已久的“特朗普交易”似乎正卷土重来。首先是，特朗普媒体科技集团股价持续飙涨。美东时间10月16日，该股股价再度大涨15.5%，最新股价报31.26美元，相较于9月低点累计涨幅超166%。其次是，比特币价格也持续走强，10月16日晚间，比特币价格一度突破68000美元/枚，为7月30日以来的最高水平，截至发稿，比特币价格报67563美元/枚。消息面上，比特币作为特朗普此前曾公开表示支持的领域，在近期的“特朗普交易”卷土重来时表现较好。另外，“特朗普交易”正带动美元持续上涨，交易员表示，在3000亿美元以上的外汇期权市场上，美元看涨期权越来越受欢迎。渣打银行全球外汇期权主管Saurabh Tandon表示：“当上周特朗普的胜算开始向有利于他的方向转变时，这种押注就开始增加了。”反观“哈里斯交易”则出现了疲软，被认为是“哈里斯交易”代表的景顺太阳能ETF(TAN)、iShares清洁能源ETF(ICLN)在本月分别下跌了12%、8%。当地时间10月16日，亿万富翁投资者、Duquesne家族理财室董事长兼CEO Stanley Druckenmiller表示，市场已经计价，特朗普将在下个月的美国总统大选中获胜。“在过去12天里，市场似乎非常确信特朗普会赢。你可以从银行股中看到这一点，也可以从加密货币中看到这一点，甚至可以从特朗普媒体科技DJT中看出。”国泰君安国际认为，“特朗普交易”利好金融、能源和信息技术等行业。从特朗普的政策纲领来看，在能源方面，相比哈里斯的支持清洁能源和对电动汽车税收减免，特朗普承诺大力开采化石燃料，放宽一系列环境法规，不支持绿色新政政策；特朗普将拜登政府的电动汽车计划视为对美国汽车行业和经济的威胁，侧重发展传统燃油汽车，对传统能源行业更加利好。在信息科技行业，特朗普对经济扩张的政策利好信息科技行业。对金融行业而言，特朗普倾向于放松金融监管、支持加密货币发展，合规成本的降低无疑将提高行业整体盈利能力。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360697833676816,"gmtCreate":1729086224736,"gmtModify":1729086370504,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a>&nbsp;","listText":"<a 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04:00","market":"us","language":"zh","title":"特斯拉股价创两个月新高！巴克莱：中国市场或推动交付超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2469414031","media":"老虎资讯综合","summary":"9月24日，$特斯拉$大涨近5%，达到两个月以来的最高水平，抹平今年以来所有跌幅并转涨。媒体报道，巴克莱分析师预计特斯拉第三季度的交付量将超过市场普遍预期，加上Robotaxi下月即将推出，可能会推动股价持续上涨。另据报道，特斯拉的自动驾驶出租车Robotaxi将于下月推出，可能推动股价持续上涨。据分析，三季度的销量增长几乎完全由中国市场驱动，且Robotaxi的发布可能成为特斯拉的关键转折点，进一步推动股价。","content":"<html><head></head><body><p>9月24日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>大涨近5%，达到两个月以来的最高水平，抹平今年以来所有跌幅并转涨。巴克莱分析师预计特斯拉第三季度的交付量将超过市场普遍预期，加上Robotaxi下月即将推出，可能会推动股价持续上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4214f7858f78bd23976b7423b2260805\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>巴克莱分析师根据全球电动车销售数据及欧洲和中国的注册/生产数据预计，特斯拉三季度的预计交付量将达到47万辆，超过市场普遍预期的46.1万辆。另据报道，特斯拉的自动驾驶出租车Robotaxi将于下月推出，可能推动股价持续上涨。</p><p>中国市场的增长和自动驾驶出租车Robotaxi的发布或将推动特斯拉的业绩超预期。据分析，三季度的销量增长几乎完全由中国市场驱动，且Robotaxi的发布可能成为特斯拉的关键转折点，进一步推动股价。同时，良好的交付数据也将维持市场的积极情绪。现阶段，市场普遍对特斯拉的未来前景保持期待，尽管Robotaxi的具体情况和特斯拉是否会发布新低成本车型仍待公布具体信息。</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>特斯拉股价创两个月新高！巴克莱：中国市场或推动交付超预期</title>\n<style 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>大涨近5%，达到两个月以来的最高水平，抹平今年以来所有跌幅并转涨。巴克莱分析师预计特斯拉第三季度的交付量将超过市场普遍预期，加上Robotaxi下月即将推出，可能会推动股价持续上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4214f7858f78bd23976b7423b2260805\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>巴克莱分析师根据全球电动车销售数据及欧洲和中国的注册/生产数据预计，特斯拉三季度的预计交付量将达到47万辆，超过市场普遍预期的46.1万辆。另据报道，特斯拉的自动驾驶出租车Robotaxi将于下月推出，可能推动股价持续上涨。</p><p>中国市场的增长和自动驾驶出租车Robotaxi的发布或将推动特斯拉的业绩超预期。据分析，三季度的销量增长几乎完全由中国市场驱动，且Robotaxi的发布可能成为特斯拉的关键转折点，进一步推动股价。同时，良好的交付数据也将维持市场的积极情绪。现阶段，市场普遍对特斯拉的未来前景保持期待，尽管Robotaxi的具体情况和特斯拉是否会发布新低成本车型仍待公布具体信息。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"http://stock.10jqka.com.cn/usstock/20240924/c661909178.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469414031","content_text":"9月24日，特斯拉大涨近5%，达到两个月以来的最高水平，抹平今年以来所有跌幅并转涨。巴克莱分析师预计特斯拉第三季度的交付量将超过市场普遍预期，加上Robotaxi下月即将推出，可能会推动股价持续上涨。巴克莱分析师根据全球电动车销售数据及欧洲和中国的注册/生产数据预计，特斯拉三季度的预计交付量将达到47万辆，超过市场普遍预期的46.1万辆。另据报道，特斯拉的自动驾驶出租车Robotaxi将于下月推出，可能推动股价持续上涨。中国市场的增长和自动驾驶出租车Robotaxi的发布或将推动特斯拉的业绩超预期。据分析，三季度的销量增长几乎完全由中国市场驱动，且Robotaxi的发布可能成为特斯拉的关键转折点，进一步推动股价。同时，良好的交付数据也将维持市场的积极情绪。现阶段，市场普遍对特斯拉的未来前景保持期待，尽管Robotaxi的具体情况和特斯拉是否会发布新低成本车型仍待公布具体信息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350952897904912,"gmtCreate":1726707346251,"gmtModify":1726707347950,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"太疯狂了","listText":"太疯狂了","text":"太疯狂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350952897904912","repostId":"1169792293","repostType":2,"repost":{"id":"1169792293","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1726705229,"share":"https://www.laohu8.com/m/news/1169792293?lang=&edition=full","pubTime":"2024-09-19 08:20","market":"us","language":"zh","title":"美股夜盘｜比特币站上62000美元，加密货币概念股集体走高；半导体概念股普涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1169792293","media":"老虎资讯综合","summary":"9月19日，美股夜盘时段，加密货币概念股集体走高，CleanSpark涨近5%，MicroStrategy涨超4%，Marathon Digital、Riot Platforms涨超3%，Coinbase涨超2%。比特币日内涨超4%，站上62000美元。美股芯片股普涨，英伟达、超微电脑、美光科技、AMD、英特尔、台积电均涨超1%。","content":"<html><head></head><body><p>9月19日，美股夜盘时段，加密货币概念股集体走高，<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>涨近5%，<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>涨超4%，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超3%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超2%。比特币日内涨超4%，站上62000美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c849af75b776de86ae6ed87027a14a6e\" title=\"\" tg-width=\"415\" tg-height=\"373\"/></p><p>美股半导体概念股普涨，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>均涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/720bc27d10d27c58e205bc7d8ddfb0b5\" title=\"\" tg-width=\"403\" tg-height=\"585\"/></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>美股夜盘｜比特币站上62000美元，加密货币概念股集体走高；半导体概念股普涨</title>\n<style 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08:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月19日，美股夜盘时段，加密货币概念股集体走高，<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>涨近5%，<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>涨超4%，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超3%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超2%。比特币日内涨超4%，站上62000美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c849af75b776de86ae6ed87027a14a6e\" title=\"\" tg-width=\"415\" tg-height=\"373\"/></p><p>美股半导体概念股普涨，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>均涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/720bc27d10d27c58e205bc7d8ddfb0b5\" title=\"\" tg-width=\"403\" tg-height=\"585\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"CLSK":"CleanSpark, Inc.","COIN":"Coinbase Global, Inc.","NVDA":"英伟达","SMCI":"超微电脑","MARA":"Marathon Digital Holdings Inc","MSTR":"MicroStrategy Incorporated"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169792293","content_text":"9月19日，美股夜盘时段，加密货币概念股集体走高，CleanSpark涨近5%，MicroStrategy涨超4%，Marathon Digital、Riot Platforms涨超3%，Coinbase涨超2%。比特币日内涨超4%，站上62000美元。美股半导体概念股普涨，英伟达、超微电脑、美光科技、AMD、英特尔、台积电均涨超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347793439780944,"gmtCreate":1725932329820,"gmtModify":1725932331484,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$</a> 为什么暴跌我都没搞懂","listText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$</a> 为什么暴跌我都没搞懂","text":"$升能集团(02459)$ 为什么暴跌我都没搞懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347793439780944","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347435691684184,"gmtCreate":1725852583732,"gmtModify":1725852585731,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"提前到来么","listText":"提前到来么","text":"提前到来么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347435691684184","repostId":"1104944423","repostType":2,"repost":{"id":"1104944423","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1725845945,"share":"https://www.laohu8.com/m/news/1104944423?lang=&edition=full","pubTime":"2024-09-09 09:39","market":"hk","language":"zh","title":"利空突袭！刚刚，崩跌！","url":"https://stock-news.laohu8.com/highlight/detail?id=1104944423","media":"券商中国","summary":"全球市场波动再度来袭！随后，各大指数跌幅有所收窄，但皆于低位运行。沙特证交所全股指数收跌0.97%，创8月5日以来最大单日跌幅，报11982.30点，逼近8月18日收盘位11981.40点。从地区来看，北美和日本领跌，日本股市遭遇2018年12月以来最严重的抛售。不过，该行并未透露抛售规模。8月5日，日本日经指数下跌13%，创下1987年以来最严重的单日抛售纪录，促使日本央行官员降低近期加息的可能性。","content":"<html><head></head><body><p>全球市场波动再度来袭！</p><p style=\"text-align: justify;\">今天早盘，日经225指数跌幅一度扩大至3%以上，丰田汽车、三菱日联金融跌超4%。韩国股指KOSPI一度跌超2%。随后，这些股指跌幅都有所收窄。值得一提的是，昨天率先开盘的埃及股指收跌超2.4%，和沙特股指一起，创近一个月最大单日跌幅。</p><p style=\"text-align: justify;\"><strong>资金层面，亦是利空不断。高盛方面最新表示，8月份全球对冲基金连续第五个月抛售股票，速度为2022年3月以来的最快。与此同时，美国银行表示，截至上周三(4日)的过去一周，投资人向现金类货币市场基金注入610亿美元，以迎接美联储4年来首次降息。这与市场的预期完全相反。</strong></p><p style=\"text-align: justify;\">那么，全球市场正在演绎一个怎样的逻辑？</p><p><strong>崩跌</strong></p><p style=\"text-align: justify;\">今天早盘，日经225指数、东证指数分别低开1.6%和1.7%。韩国股市低开1.8%。开盘不久，日经225指数跌幅扩大至3%，韩国股指跌幅扩大至2%。澳大利亚股指S&amp;P/ASX指数跌幅扩大至1.2%。MSCI亚太指数跌幅扩大至1%。随后，各大指数跌幅有所收窄，但皆于低位运行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8166c3c18b6798c114d5450accea0261\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"388\"/></p><p> 值得一提的是，北京时间周日（9月8日）率先开盘的中东股市亦是一片惨淡。沙特证交所全股指数收跌0.97%，创8月5日以来最大单日跌幅，报11982.30点，逼近8月18日收盘位11981.40点。跌穿200日均线和100日均线，逼近50日均线（这三个技术指标分别暂报12044.29点、12011.77点、11965.58点）。沙特阿美（ARAMCO.AB）收跌0.91%，连续多日下跌。埃及证交所EGX 30指数收跌2.44%，也创8月5日以来最大单日跌幅，报30273.73点。</p><p style=\"text-align: justify;\">那么，究竟是何缘故导致了市场杀跌？分析人士认为，主要原因还是美国降息预期。8月新增非农就业14.2万人，不及市场预期为16万人。美联储9月降息已经没有悬念。然而，从历史来看，美国这种预防性降息，很难在开始阶段推动权益市场上行。美国银行的首席投资策略师Michael Hartnett表示，市场正在“卖出首次降息”，风险资产已经积极领先于美联储，并且不再关注较低的增长。</p><p style=\"text-align: justify;\">另一方面，亚洲交易商将对周一公布的日本第二季度GDP修正数据进行评估。日本第二季度GDP环比年率为2.9%，低于路透社调查的经济学家预期的3.2%和预估的3.1%。在上周五大涨之后，今天日元兑美元也一度下跌0.2%至142.55，脱离上周五创下的九个月低点。此外，由于日本7月经通胀调整的实质工资同比升0.4%，名义工资增加3.6%，连续31个月增加。再加上日本米荒等事件，日本的通胀预期正快速抬升。这也意味着，日本央行加息的必要性在上升。</p><p><strong>资金意外流动</strong></p><p style=\"text-align: justify;\">值得注意的是，此前，许多投资基金经理人希望降息能降低货币市场基金的回报，并将大量现金投入股票和债券当中。但全球资金并未因为美联储降息而流向股市，避险情绪反而在大幅飙升。</p><p style=\"text-align: justify;\">美国银行最新数据显示，截至上周三（4日）的一周，投资人向现金类货币市场基金注入610亿美元，以迎接美联储4年来首次降息。但与直觉相反的是，大型投资人倾向于转向货币市场基金，因为它们持有的一系列短期固定收益资产通常比短期国库券提供更高的长期回报，而短期国库券的收益率对联准会利率高度敏感。</p><p style=\"text-align: justify;\">美国银行在每周Flow Show报告中引用EPFR数据指出，截至上周三的过去一周，投资人向现金基金投入608亿美元，累计过去5周现金流入资金达2310亿美元，为2023年12月以来最大金额。</p><p style=\"text-align: justify;\">目前美国利率处于5.25%至5.5%的范围内，货币市场基金的收益率达到2008年金融危机前以来的最高水准。投资公司协会数据显示，美国货币市场基金目前的规模已超过6.3万亿美元，高于疫情暴发之初的3.6万亿美元。</p><p style=\"text-align: justify;\">此外，来自高盛的最新数据显示，8月初，受美国经济衰退担忧和日元大规模套利交易平仓的影响，全球股市崩盘，全球投资者纷纷转向避险模式。据周末的报道，该行表示，加速抛售主要是由于个股卖空交易增加，以及多头仓位温和抛售。抛售主要由科技、工业和非必需消费品等板块主导。从地区来看，北美和日本领跌，日本股市遭遇2018年12月以来最严重的抛售。不过，该行并未透露抛售规模。8月5日，日本日经指数下跌13%，创下1987年以来最严重的单日抛售纪录，促使日本央行官员降低近期加息的可能性。</p><p style=\"text-align: justify;\">从全球宏观形势来看，也的确出现了一些悲观的预期。根据联合国贸易和发展会议的最新预测，全球经济增长将在2024年下滑至2.6%，略高于通常与经济衰退相关的 2.5%门槛。预计通胀将继续降温，尽管在许多国家，价格压力的缓解时间将比出现时间更长。经合组织最近的预测还显示，2024年全球经济增长将放缓至2.7%，为全球金融危机以来的最低年增长率。</p><p style=\"text-align: justify;\">分析人士认为，从目前的宏观经济状况来看，一旦出现衰退，想要迅速摆脱衰退绝非易事。衰退将使各国政府面临严峻的挑战，必须在高通胀和强劲经济之间做出选择。</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>利空突袭！刚刚，崩跌！</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利空突袭！刚刚，崩跌！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-09-09 09:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>全球市场波动再度来袭！</p><p style=\"text-align: justify;\">今天早盘，日经225指数跌幅一度扩大至3%以上，丰田汽车、三菱日联金融跌超4%。韩国股指KOSPI一度跌超2%。随后，这些股指跌幅都有所收窄。值得一提的是，昨天率先开盘的埃及股指收跌超2.4%，和沙特股指一起，创近一个月最大单日跌幅。</p><p style=\"text-align: justify;\"><strong>资金层面，亦是利空不断。高盛方面最新表示，8月份全球对冲基金连续第五个月抛售股票，速度为2022年3月以来的最快。与此同时，美国银行表示，截至上周三(4日)的过去一周，投资人向现金类货币市场基金注入610亿美元，以迎接美联储4年来首次降息。这与市场的预期完全相反。</strong></p><p style=\"text-align: justify;\">那么，全球市场正在演绎一个怎样的逻辑？</p><p><strong>崩跌</strong></p><p style=\"text-align: justify;\">今天早盘，日经225指数、东证指数分别低开1.6%和1.7%。韩国股市低开1.8%。开盘不久，日经225指数跌幅扩大至3%，韩国股指跌幅扩大至2%。澳大利亚股指S&amp;P/ASX指数跌幅扩大至1.2%。MSCI亚太指数跌幅扩大至1%。随后，各大指数跌幅有所收窄，但皆于低位运行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8166c3c18b6798c114d5450accea0261\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"388\"/></p><p> 值得一提的是，北京时间周日（9月8日）率先开盘的中东股市亦是一片惨淡。沙特证交所全股指数收跌0.97%，创8月5日以来最大单日跌幅，报11982.30点，逼近8月18日收盘位11981.40点。跌穿200日均线和100日均线，逼近50日均线（这三个技术指标分别暂报12044.29点、12011.77点、11965.58点）。沙特阿美（ARAMCO.AB）收跌0.91%，连续多日下跌。埃及证交所EGX 30指数收跌2.44%，也创8月5日以来最大单日跌幅，报30273.73点。</p><p style=\"text-align: justify;\">那么，究竟是何缘故导致了市场杀跌？分析人士认为，主要原因还是美国降息预期。8月新增非农就业14.2万人，不及市场预期为16万人。美联储9月降息已经没有悬念。然而，从历史来看，美国这种预防性降息，很难在开始阶段推动权益市场上行。美国银行的首席投资策略师Michael Hartnett表示，市场正在“卖出首次降息”，风险资产已经积极领先于美联储，并且不再关注较低的增长。</p><p style=\"text-align: justify;\">另一方面，亚洲交易商将对周一公布的日本第二季度GDP修正数据进行评估。日本第二季度GDP环比年率为2.9%，低于路透社调查的经济学家预期的3.2%和预估的3.1%。在上周五大涨之后，今天日元兑美元也一度下跌0.2%至142.55，脱离上周五创下的九个月低点。此外，由于日本7月经通胀调整的实质工资同比升0.4%，名义工资增加3.6%，连续31个月增加。再加上日本米荒等事件，日本的通胀预期正快速抬升。这也意味着，日本央行加息的必要性在上升。</p><p><strong>资金意外流动</strong></p><p style=\"text-align: justify;\">值得注意的是，此前，许多投资基金经理人希望降息能降低货币市场基金的回报，并将大量现金投入股票和债券当中。但全球资金并未因为美联储降息而流向股市，避险情绪反而在大幅飙升。</p><p style=\"text-align: justify;\">美国银行最新数据显示，截至上周三（4日）的一周，投资人向现金类货币市场基金注入610亿美元，以迎接美联储4年来首次降息。但与直觉相反的是，大型投资人倾向于转向货币市场基金，因为它们持有的一系列短期固定收益资产通常比短期国库券提供更高的长期回报，而短期国库券的收益率对联准会利率高度敏感。</p><p style=\"text-align: justify;\">美国银行在每周Flow Show报告中引用EPFR数据指出，截至上周三的过去一周，投资人向现金基金投入608亿美元，累计过去5周现金流入资金达2310亿美元，为2023年12月以来最大金额。</p><p style=\"text-align: justify;\">目前美国利率处于5.25%至5.5%的范围内，货币市场基金的收益率达到2008年金融危机前以来的最高水准。投资公司协会数据显示，美国货币市场基金目前的规模已超过6.3万亿美元，高于疫情暴发之初的3.6万亿美元。</p><p style=\"text-align: justify;\">此外，来自高盛的最新数据显示，8月初，受美国经济衰退担忧和日元大规模套利交易平仓的影响，全球股市崩盘，全球投资者纷纷转向避险模式。据周末的报道，该行表示，加速抛售主要是由于个股卖空交易增加，以及多头仓位温和抛售。抛售主要由科技、工业和非必需消费品等板块主导。从地区来看，北美和日本领跌，日本股市遭遇2018年12月以来最严重的抛售。不过，该行并未透露抛售规模。8月5日，日本日经指数下跌13%，创下1987年以来最严重的单日抛售纪录，促使日本央行官员降低近期加息的可能性。</p><p style=\"text-align: justify;\">从全球宏观形势来看，也的确出现了一些悲观的预期。根据联合国贸易和发展会议的最新预测，全球经济增长将在2024年下滑至2.6%，略高于通常与经济衰退相关的 2.5%门槛。预计通胀将继续降温，尽管在许多国家，价格压力的缓解时间将比出现时间更长。经合组织最近的预测还显示，2024年全球经济增长将放缓至2.7%，为全球金融危机以来的最低年增长率。</p><p style=\"text-align: justify;\">分析人士认为，从目前的宏观经济状况来看，一旦出现衰退，想要迅速摆脱衰退绝非易事。衰退将使各国政府面临严峻的挑战，必须在高通胀和强劲经济之间做出选择。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/030df06c61b7897dcd06d2bece6dcc0a","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104944423","content_text":"全球市场波动再度来袭！今天早盘，日经225指数跌幅一度扩大至3%以上，丰田汽车、三菱日联金融跌超4%。韩国股指KOSPI一度跌超2%。随后，这些股指跌幅都有所收窄。值得一提的是，昨天率先开盘的埃及股指收跌超2.4%，和沙特股指一起，创近一个月最大单日跌幅。资金层面，亦是利空不断。高盛方面最新表示，8月份全球对冲基金连续第五个月抛售股票，速度为2022年3月以来的最快。与此同时，美国银行表示，截至上周三(4日)的过去一周，投资人向现金类货币市场基金注入610亿美元，以迎接美联储4年来首次降息。这与市场的预期完全相反。那么，全球市场正在演绎一个怎样的逻辑？崩跌今天早盘，日经225指数、东证指数分别低开1.6%和1.7%。韩国股市低开1.8%。开盘不久，日经225指数跌幅扩大至3%，韩国股指跌幅扩大至2%。澳大利亚股指S&P/ASX指数跌幅扩大至1.2%。MSCI亚太指数跌幅扩大至1%。随后，各大指数跌幅有所收窄，但皆于低位运行。 值得一提的是，北京时间周日（9月8日）率先开盘的中东股市亦是一片惨淡。沙特证交所全股指数收跌0.97%，创8月5日以来最大单日跌幅，报11982.30点，逼近8月18日收盘位11981.40点。跌穿200日均线和100日均线，逼近50日均线（这三个技术指标分别暂报12044.29点、12011.77点、11965.58点）。沙特阿美（ARAMCO.AB）收跌0.91%，连续多日下跌。埃及证交所EGX 30指数收跌2.44%，也创8月5日以来最大单日跌幅，报30273.73点。那么，究竟是何缘故导致了市场杀跌？分析人士认为，主要原因还是美国降息预期。8月新增非农就业14.2万人，不及市场预期为16万人。美联储9月降息已经没有悬念。然而，从历史来看，美国这种预防性降息，很难在开始阶段推动权益市场上行。美国银行的首席投资策略师Michael Hartnett表示，市场正在“卖出首次降息”，风险资产已经积极领先于美联储，并且不再关注较低的增长。另一方面，亚洲交易商将对周一公布的日本第二季度GDP修正数据进行评估。日本第二季度GDP环比年率为2.9%，低于路透社调查的经济学家预期的3.2%和预估的3.1%。在上周五大涨之后，今天日元兑美元也一度下跌0.2%至142.55，脱离上周五创下的九个月低点。此外，由于日本7月经通胀调整的实质工资同比升0.4%，名义工资增加3.6%，连续31个月增加。再加上日本米荒等事件，日本的通胀预期正快速抬升。这也意味着，日本央行加息的必要性在上升。资金意外流动值得注意的是，此前，许多投资基金经理人希望降息能降低货币市场基金的回报，并将大量现金投入股票和债券当中。但全球资金并未因为美联储降息而流向股市，避险情绪反而在大幅飙升。美国银行最新数据显示，截至上周三（4日）的一周，投资人向现金类货币市场基金注入610亿美元，以迎接美联储4年来首次降息。但与直觉相反的是，大型投资人倾向于转向货币市场基金，因为它们持有的一系列短期固定收益资产通常比短期国库券提供更高的长期回报，而短期国库券的收益率对联准会利率高度敏感。美国银行在每周Flow Show报告中引用EPFR数据指出，截至上周三的过去一周，投资人向现金基金投入608亿美元，累计过去5周现金流入资金达2310亿美元，为2023年12月以来最大金额。目前美国利率处于5.25%至5.5%的范围内，货币市场基金的收益率达到2008年金融危机前以来的最高水准。投资公司协会数据显示，美国货币市场基金目前的规模已超过6.3万亿美元，高于疫情暴发之初的3.6万亿美元。此外，来自高盛的最新数据显示，8月初，受美国经济衰退担忧和日元大规模套利交易平仓的影响，全球股市崩盘，全球投资者纷纷转向避险模式。据周末的报道，该行表示，加速抛售主要是由于个股卖空交易增加，以及多头仓位温和抛售。抛售主要由科技、工业和非必需消费品等板块主导。从地区来看，北美和日本领跌，日本股市遭遇2018年12月以来最严重的抛售。不过，该行并未透露抛售规模。8月5日，日本日经指数下跌13%，创下1987年以来最严重的单日抛售纪录，促使日本央行官员降低近期加息的可能性。从全球宏观形势来看，也的确出现了一些悲观的预期。根据联合国贸易和发展会议的最新预测，全球经济增长将在2024年下滑至2.6%，略高于通常与经济衰退相关的 2.5%门槛。预计通胀将继续降温，尽管在许多国家，价格压力的缓解时间将比出现时间更长。经合组织最近的预测还显示，2024年全球经济增长将放缓至2.7%，为全球金融危机以来的最低年增长率。分析人士认为，从目前的宏观经济状况来看，一旦出现衰退，想要迅速摆脱衰退绝非易事。衰退将使各国政府面临严峻的挑战，必须在高通胀和强劲经济之间做出选择。","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345424759226400,"gmtCreate":1725360921324,"gmtModify":1725360922603,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a> 还有拉力不","listText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a> 还有拉力不","text":"$Affirm Holdings, Inc.(AFRM)$ 还有拉力不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345424759226400","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345074586865696,"gmtCreate":1725239038547,"gmtModify":1725239039837,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$&nbsp;</a> 赶紧跑","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$&nbsp;</a> 赶紧跑","text":"$京东集团-SW(09618)$ 赶紧跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345074586865696","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340677157228616,"gmtCreate":1724203422848,"gmtModify":1724203424812,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a> 多亏前天82.5的时候跑了","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a> 多亏前天82.5的时候跑了","text":"$阿里巴巴-SW(09988)$ 多亏前天82.5的时候跑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340677157228616","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334013826654488,"gmtCreate":1722579341860,"gmtModify":1722579343751,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"为什么有adm没看懂","listText":"为什么有adm没看懂","text":"为什么有adm没看懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334013826654488","repostId":"1163676995","repostType":2,"repost":{"id":"1163676995","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1722571091,"share":"https://www.laohu8.com/m/news/1163676995?lang=&edition=full","pubTime":"2024-08-02 11:58","market":"us","language":"zh","title":"美国大选年，这16只股票有望在8月取得爆炸性回报","url":"https://stock-news.laohu8.com/highlight/detail?id=1163676995","media":"老虎资讯综合","summary":"在美国总统选举年，美股通常在8月份表现良好。在四年总统周期的其他47个月中，道琼斯平均上涨0.6%。事实上，在这个周期所有月份的排名中，总统选举年第四年的8月平均回报率排名第二，仅比第一名少0.08%。但是，大选年 9 月的平均涨幅与假设相符。在总统大选周期的前三年，道琼斯指数 9 月平均下跌 1.5%。需要注意的是，没有合理的理由来解释美国总统选举年的8月为何对股市如此有利。","content":"<html><head></head><body><blockquote><p>在美国总统选举年，美股通常在8月份表现良好。</p></blockquote><p>像今年这样的美国总统选举年，美股在 8 月份的表现通常特别好。自 1896 年成立以来， <a href=\"https://laohu8.com/S/.DJI\">道琼斯</a> 在总统选举年的 8 月份平均上涨 2.8%。在四年总统周期的其他47个月中，道琼斯平均上涨0.6%。事实上，在这个周期所有月份的排名中，总统选举年第四年的8月平均回报率排名第二，仅比第一名少0.08%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a91cf2ebcce39da7690b3bc52b5736a0\" tg-width=\"770\" tg-height=\"536\"/></p><p>为什么总统大选前的 8 月对股市如此有利？唯一的假设是，随着选举日的临近，白宫现在的政党将竭尽全力提振美国经济，尤其是股市。然而，这一假设的支持率很有限。</p><p>但是，大选年 9 月的平均涨幅与假设相符。9 月通常是股市的糟糕月份。在总统大选周期的前三年，道琼斯指数 9 月平均下跌 1.5%。但在第四年，9 月的平均收益为0.2%，支持了股市在选举日前获得提振的观点。</p><p>到大选年的 10 月，这种表现差距会缩小，这个月的股市表现仅略好于其他三年的 10 月，平均涨幅为 0.6%，而其他三年的 10 月平均涨幅为 0.4%。如果股市受提振的假设正确，那么选举年 10 月的股市回报率将远高于其他年份的平均水平。</p><p>需要注意的是，没有合理的理由来解释美国总统选举年的8月为何对股市如此有利。这意味着，如果你押注下个月股市将达到历史平均水平，那么所依据的基础并不牢固。</p><p>尽管如此，8 月份在选举年中出色的平均回报率仍然是一个有价值的信息。它反驳了华尔街普遍认为 8 月份股市表现糟糕的说法。因此，即使你不想打赌今年 8 月份对股市来说会特别好，也没有证据表明它会比平均水平更糟糕。</p><p>考虑到这一点，下面列出了目前至少有两家投资通讯推荐购买的股票。名单中股票股息收益率高于2%，市盈率（P/E）低于20且市净率（P/B）低于2.0的股票。大多数是金融服务公司，按顺序排列如下：</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;vertical-align:middle;\"><p><strong>股票及代码</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p><strong>股息收益率</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p><strong>往绩市盈率</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p><strong>预期市盈率</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p><strong>市净率</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p><strong>市值（十亿美元）</strong></p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/ADM\">阿彻丹尼尔斯米德兰公司</a>  <strong>ADM</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.2%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>10.3</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.5</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.37</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           31.3 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/BAC\">美国银行</a>  <strong>BAC</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+2.5%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>13.0</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.8</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.19</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                        321.3 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a> <strong>BK</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+2.9%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>13.3</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.0</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.31</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           48.3 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/OZK\">欧扎克银行</a>  <strong>OZK</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.5%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>7.8</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>7.5</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.03</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                               5.2 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a>  <strong>CFG</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.9%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>13.9</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.9</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>0.90</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           19.6 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a> <strong>CMCSA</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.0%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>10.0</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>9.4</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.90</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                        157.1 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/CMA\">联信银行</a>  <strong>CMA</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+5.3%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>9.8</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>10.5</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.22</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                               7.1 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/CVS\">西维斯健康</a>  <strong>CVS</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+4.3%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>8.2</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>8.5</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.04</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           77.3 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/FITB\">五三银行</a> <strong>FITB</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.3%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>13.1</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>12.3</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.67</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           28.7 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>  <strong>JPM</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+2.2%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>12.5</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>12.3</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.89</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                        605.5 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/MTB\">美国制商银行</a> <strong>MTB</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.1%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.7</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.4</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.12</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           28.7 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>  <strong>MS</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.6%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>16.6</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>14.0</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.80</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                        166.5 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/PFE\">辉瑞</a>  <strong>PFE</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+5.5%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>14.3</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.9</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.89</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                        174.1 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/PNC\">PNC金融</a>  <strong>PNC</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.5%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>14.1</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>13.0</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.37</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           72.0 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/PRU\">保德信金融</a>  <strong>PRU</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+4.2%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>9.9</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>8.9</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.64</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           44.6 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a>  <strong>SYF</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+2.0%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>8.7</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>8.4</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.39</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           20.0 </p></td></tr></tbody></table><p><em>文章源自MarketWatch《16 stocks to exploit August’s explosive election-year gains》，作者：Mark Hulbert</em></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>美国大选年，这16只股票有望在8月取得爆炸性回报</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美国大选年，这16只股票有望在8月取得爆炸性回报\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-02 11:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>在美国总统选举年，美股通常在8月份表现良好。</p></blockquote><p>像今年这样的美国总统选举年，美股在 8 月份的表现通常特别好。自 1896 年成立以来， <a href=\"https://laohu8.com/S/.DJI\">道琼斯</a> 在总统选举年的 8 月份平均上涨 2.8%。在四年总统周期的其他47个月中，道琼斯平均上涨0.6%。事实上，在这个周期所有月份的排名中，总统选举年第四年的8月平均回报率排名第二，仅比第一名少0.08%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a91cf2ebcce39da7690b3bc52b5736a0\" tg-width=\"770\" tg-height=\"536\"/></p><p>为什么总统大选前的 8 月对股市如此有利？唯一的假设是，随着选举日的临近，白宫现在的政党将竭尽全力提振美国经济，尤其是股市。然而，这一假设的支持率很有限。</p><p>但是，大选年 9 月的平均涨幅与假设相符。9 月通常是股市的糟糕月份。在总统大选周期的前三年，道琼斯指数 9 月平均下跌 1.5%。但在第四年，9 月的平均收益为0.2%，支持了股市在选举日前获得提振的观点。</p><p>到大选年的 10 月，这种表现差距会缩小，这个月的股市表现仅略好于其他三年的 10 月，平均涨幅为 0.6%，而其他三年的 10 月平均涨幅为 0.4%。如果股市受提振的假设正确，那么选举年 10 月的股市回报率将远高于其他年份的平均水平。</p><p>需要注意的是，没有合理的理由来解释美国总统选举年的8月为何对股市如此有利。这意味着，如果你押注下个月股市将达到历史平均水平，那么所依据的基础并不牢固。</p><p>尽管如此，8 月份在选举年中出色的平均回报率仍然是一个有价值的信息。它反驳了华尔街普遍认为 8 月份股市表现糟糕的说法。因此，即使你不想打赌今年 8 月份对股市来说会特别好，也没有证据表明它会比平均水平更糟糕。</p><p>考虑到这一点，下面列出了目前至少有两家投资通讯推荐购买的股票。名单中股票股息收益率高于2%，市盈率（P/E）低于20且市净率（P/B）低于2.0的股票。大多数是金融服务公司，按顺序排列如下：</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;vertical-align:middle;\"><p><strong>股票及代码</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p><strong>股息收益率</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p><strong>往绩市盈率</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p><strong>预期市盈率</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p><strong>市净率</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p><strong>市值（十亿美元）</strong></p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/ADM\">阿彻丹尼尔斯米德兰公司</a>  <strong>ADM</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.2%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>10.3</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.5</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.37</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           31.3 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/BAC\">美国银行</a>  <strong>BAC</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+2.5%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>13.0</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.8</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.19</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                        321.3 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a> <strong>BK</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+2.9%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>13.3</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.0</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.31</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           48.3 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/OZK\">欧扎克银行</a>  <strong>OZK</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.5%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>7.8</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>7.5</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.03</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                               5.2 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a>  <strong>CFG</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.9%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>13.9</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.9</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>0.90</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           19.6 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a> <strong>CMCSA</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.0%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>10.0</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>9.4</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.90</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                        157.1 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/CMA\">联信银行</a>  <strong>CMA</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+5.3%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>9.8</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>10.5</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.22</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                               7.1 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/CVS\">西维斯健康</a>  <strong>CVS</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+4.3%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>8.2</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>8.5</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.04</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           77.3 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/FITB\">五三银行</a> <strong>FITB</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.3%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>13.1</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>12.3</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.67</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           28.7 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>  <strong>JPM</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+2.2%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>12.5</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>12.3</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.89</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                        605.5 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/MTB\">美国制商银行</a> <strong>MTB</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.1%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.7</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.4</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.12</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           28.7 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>  <strong>MS</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.6%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>16.6</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>14.0</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.80</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                        166.5 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/PFE\">辉瑞</a>  <strong>PFE</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+5.5%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>14.3</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>11.9</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.89</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                        174.1 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/PNC\">PNC金融</a>  <strong>PNC</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+3.5%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>14.1</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>13.0</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.37</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           72.0 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/PRU\">保德信金融</a>  <strong>PRU</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+4.2%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>9.9</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>8.9</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.64</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           44.6 </p></td></tr><tr><td style=\"text-align:left;vertical-align:middle;\"><p> <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a>  <strong>SYF</strong></p></td><td style=\"text-align:left;vertical-align:middle;\"><p>+2.0%</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>8.7</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>8.4</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>1.39</p></td><td style=\"text-align:left;vertical-align:middle;\"><p>$                           20.0 </p></td></tr></tbody></table><p><em>文章源自MarketWatch《16 stocks to exploit August’s explosive election-year gains》，作者：Mark Hulbert</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{"CFG":"Citizens Financial Group","PFE":"辉瑞","CMCSA":"康卡斯特","PRU":"保德信金融","CVS":"西维斯健康","ADM":"阿彻丹尼尔斯米德兰公司","MTB":"美国制商银行","BAC":"美国银行","MS":"摩根士丹利","CMA":"联信银行","FITB":"五三银行","JPM":"摩根大通","BK":"纽约梅隆银行","SYF":"Synchrony Financial","PNC":"PNC金融","OZK":"欧扎克银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163676995","content_text":"在美国总统选举年，美股通常在8月份表现良好。像今年这样的美国总统选举年，美股在 8 月份的表现通常特别好。自 1896 年成立以来， 道琼斯 在总统选举年的 8 月份平均上涨 2.8%。在四年总统周期的其他47个月中，道琼斯平均上涨0.6%。事实上，在这个周期所有月份的排名中，总统选举年第四年的8月平均回报率排名第二，仅比第一名少0.08%。为什么总统大选前的 8 月对股市如此有利？唯一的假设是，随着选举日的临近，白宫现在的政党将竭尽全力提振美国经济，尤其是股市。然而，这一假设的支持率很有限。但是，大选年 9 月的平均涨幅与假设相符。9 月通常是股市的糟糕月份。在总统大选周期的前三年，道琼斯指数 9 月平均下跌 1.5%。但在第四年，9 月的平均收益为0.2%，支持了股市在选举日前获得提振的观点。到大选年的 10 月，这种表现差距会缩小，这个月的股市表现仅略好于其他三年的 10 月，平均涨幅为 0.6%，而其他三年的 10 月平均涨幅为 0.4%。如果股市受提振的假设正确，那么选举年 10 月的股市回报率将远高于其他年份的平均水平。需要注意的是，没有合理的理由来解释美国总统选举年的8月为何对股市如此有利。这意味着，如果你押注下个月股市将达到历史平均水平，那么所依据的基础并不牢固。尽管如此，8 月份在选举年中出色的平均回报率仍然是一个有价值的信息。它反驳了华尔街普遍认为 8 月份股市表现糟糕的说法。因此，即使你不想打赌今年 8 月份对股市来说会特别好，也没有证据表明它会比平均水平更糟糕。考虑到这一点，下面列出了目前至少有两家投资通讯推荐购买的股票。名单中股票股息收益率高于2%，市盈率（P/E）低于20且市净率（P/B）低于2.0的股票。大多数是金融服务公司，按顺序排列如下：股票及代码股息收益率往绩市盈率预期市盈率市净率市值（十亿美元） 阿彻丹尼尔斯米德兰公司 ADM+3.2%10.311.51.37$                           31.3  美国银行 BAC+2.5%13.011.81.19$                        321.3  纽约梅隆银行 BK+2.9%13.311.01.31$                           48.3  欧扎克银行 OZK+3.5%7.87.51.03$                               5.2  Citizens Financial Group CFG+3.9%13.911.90.90$                           19.6  康卡斯特 CMCSA+3.0%10.09.41.90$                        157.1  联信银行 CMA+5.3%9.810.51.22$                               7.1  西维斯健康 CVS+4.3%8.28.51.04$                           77.3  五三银行 FITB+3.3%13.112.31.67$                           28.7  摩根大通 JPM+2.2%12.512.31.89$                        605.5  美国制商银行 MTB+3.1%11.711.41.12$                           28.7  摩根士丹利 MS+3.6%16.614.01.80$                        166.5  辉瑞 PFE+5.5%14.311.91.89$                        174.1  PNC金融 PNC+3.5%14.113.01.37$                           72.0  保德信金融 PRU+4.2%9.98.91.64$                           44.6  Synchrony Financial SYF+2.0%8.78.41.39$                           20.0 文章源自MarketWatch《16 stocks to exploit August’s explosive election-year gains》，作者：Mark Hulbert","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326737986666592,"gmtCreate":1720771530989,"gmtModify":1720771532730,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"这点跳票都无所谓","listText":"这点跳票都无所谓","text":"这点跳票都无所谓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326737986666592","repostId":"1177625661","repostType":2,"repost":{"id":"1177625661","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1720771250,"share":"https://www.laohu8.com/m/news/1177625661?lang=&edition=full","pubTime":"2024-07-12 16:00","market":"us","language":"zh","title":"盘前异动 | 特斯拉续跌，爱立信大涨8%，百度涨超1.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177625661","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段涨跌不一。","content":"<html><head></head><body><p>周五，美股三大指数期货在盘前时段涨跌不一。昨日公布的美国6月CPI涨幅低于预期，强化了对美联储降息的期待。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40e8af3f72a784c1016abca1fa2adfa0\" title=\"\" tg-width=\"739\" tg-height=\"235\"/></p><p>特斯拉盘前一度续跌超3%，截至发稿跌幅收窄至2%。隔夜大跌超8%。昨日曝出消息，特斯拉将Robotaxi发布时间从8月推迟到10月。此外，瑞银将特斯拉评级下调至卖出。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e403247cc756aba95cf238a5a614db68\" title=\"\" tg-width=\"450\" tg-height=\"120\"/></p><p>爱立信盘前涨超8%，开盘后势将创下近两年新高。爱立信二季度净销售按年跌7%至598亿瑞典克朗，高于市场预期的585亿瑞典克朗；季度经调整EBIT按年升14%至32.3亿瑞典克朗，高于市场预期的27亿瑞典克朗。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/371c12c2ded3c5c3e1f13b2191a29851\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>昨日集体下跌的大型科技股盘前走势不一。苹果涨0.41%，微软涨0.22%，英伟达跌0.16%，谷歌涨0.06%，Meta跌0.33%。</p><p>泰克资源有限公司盘前涨超6%。泰克资源宣布，已完成向嘉能可出售其煤炭业务剩余77%的股份，通过该交易获得73亿美元的现金收益。此外，泰克资源董事会宣布派发每股0.625加元的股息，包括每股0.125加元的基础股息和每股0.5加元的一次性补充股息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d55071590f86adcf6876719018baf0b2\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p>百度盘前续涨超1.6%，此前已三连涨，本周涨幅超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5c462f33499b94aac836370bf140cae\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p>携程网盘前涨2.66%。随二季度，入境中国旅游订单环比一季度增长28%，境外游客落地用车服务需求增长加快，入境接送机订单二季度环比一季度增长145%。</p><p>三倍做多富时中国ETF盘前涨超5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b90d2530001a2482e47754576531deac\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></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>盘前异动 | 特斯拉续跌，爱立信大涨8%，百度涨超1.6%</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{ 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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盘前异动 | 特斯拉续跌，爱立信大涨8%，百度涨超1.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-12 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，美股三大指数期货在盘前时段涨跌不一。昨日公布的美国6月CPI涨幅低于预期，强化了对美联储降息的期待。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40e8af3f72a784c1016abca1fa2adfa0\" title=\"\" tg-width=\"739\" tg-height=\"235\"/></p><p>特斯拉盘前一度续跌超3%，截至发稿跌幅收窄至2%。隔夜大跌超8%。昨日曝出消息，特斯拉将Robotaxi发布时间从8月推迟到10月。此外，瑞银将特斯拉评级下调至卖出。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e403247cc756aba95cf238a5a614db68\" title=\"\" tg-width=\"450\" tg-height=\"120\"/></p><p>爱立信盘前涨超8%，开盘后势将创下近两年新高。爱立信二季度净销售按年跌7%至598亿瑞典克朗，高于市场预期的585亿瑞典克朗；季度经调整EBIT按年升14%至32.3亿瑞典克朗，高于市场预期的27亿瑞典克朗。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/371c12c2ded3c5c3e1f13b2191a29851\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>昨日集体下跌的大型科技股盘前走势不一。苹果涨0.41%，微软涨0.22%，英伟达跌0.16%，谷歌涨0.06%，Meta跌0.33%。</p><p>泰克资源有限公司盘前涨超6%。泰克资源宣布，已完成向嘉能可出售其煤炭业务剩余77%的股份，通过该交易获得73亿美元的现金收益。此外，泰克资源董事会宣布派发每股0.625加元的股息，包括每股0.125加元的基础股息和每股0.5加元的一次性补充股息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d55071590f86adcf6876719018baf0b2\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p>百度盘前续涨超1.6%，此前已三连涨，本周涨幅超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5c462f33499b94aac836370bf140cae\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p>携程网盘前涨2.66%。随二季度，入境中国旅游订单环比一季度增长28%，境外游客落地用车服务需求增长加快，入境接送机订单二季度环比一季度增长145%。</p><p>三倍做多富时中国ETF盘前涨超5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b90d2530001a2482e47754576531deac\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62d54876ca1217a4c47fe9f92f56d1fb","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177625661","content_text":"周五，美股三大指数期货在盘前时段涨跌不一。昨日公布的美国6月CPI涨幅低于预期，强化了对美联储降息的期待。特斯拉盘前一度续跌超3%，截至发稿跌幅收窄至2%。隔夜大跌超8%。昨日曝出消息，特斯拉将Robotaxi发布时间从8月推迟到10月。此外，瑞银将特斯拉评级下调至卖出。爱立信盘前涨超8%，开盘后势将创下近两年新高。爱立信二季度净销售按年跌7%至598亿瑞典克朗，高于市场预期的585亿瑞典克朗；季度经调整EBIT按年升14%至32.3亿瑞典克朗，高于市场预期的27亿瑞典克朗。昨日集体下跌的大型科技股盘前走势不一。苹果涨0.41%，微软涨0.22%，英伟达跌0.16%，谷歌涨0.06%，Meta跌0.33%。泰克资源有限公司盘前涨超6%。泰克资源宣布，已完成向嘉能可出售其煤炭业务剩余77%的股份，通过该交易获得73亿美元的现金收益。此外，泰克资源董事会宣布派发每股0.625加元的股息，包括每股0.125加元的基础股息和每股0.5加元的一次性补充股息。百度盘前续涨超1.6%，此前已三连涨，本周涨幅超13%。携程网盘前涨2.66%。随二季度，入境中国旅游订单环比一季度增长28%，境外游客落地用车服务需求增长加快，入境接送机订单二季度环比一季度增长145%。三倍做多富时中国ETF盘前涨超5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326643044798608,"gmtCreate":1720748415787,"gmtModify":1720748417124,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a> 最近为什么涨 没看懂","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a> 最近为什么涨 没看懂","text":"$阿里巴巴-SW(09988)$ 最近为什么涨 没看懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326643044798608","isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326399132082480,"gmtCreate":1720688951679,"gmtModify":1720688953580,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442361004733276","authorIdStr":"3442361004733276"},"themes":[],"htmlText":"这话说的理性 一切都只是个开头","listText":"这话说的理性 一切都只是个开头","text":"这话说的理性 一切都只是个开头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326399132082480","repostId":"2450202798","repostType":2,"repost":{"id":"2450202798","pubTimestamp":1720666800,"share":"https://www.laohu8.com/m/news/2450202798?lang=&edition=full","pubTime":"2024-07-11 11:00","market":"us","language":"zh","title":"“木头姐”最新访谈：AI繁荣刚开始，特斯拉有望包揽自动驾驶一半收入","url":"https://stock-news.laohu8.com/highlight/detail?id=2450202798","media":"环球市场播报","summary":"方舟投资管理公司创始人凯茜·伍德周三在一次采访中表示，尽管科技股今年已推动美股创下历史新高，但与人工智能相关的股票仍有很大的上涨空间。　　伍德以高调称赞颠覆性创新技术和投资在这方面有前途的公司而闻名。　　虽然ARK并没有投资于所谓的“壮丽七家”公司中的许多公司，但它非常看好其中一家：特斯拉。这是因为伍德认为，自动驾驶将是特斯拉未来的重要组成部分。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9b8025de9525aa16da78b968b0788f5\" tg-width=\"550\" tg-height=\"366\"/></p><p>方舟投资管理公司创始人凯茜·伍德周三在一次采访中表示，尽管科技股今年已推动美股创下历史新高，但与人工智能（AI）相关的股票仍有很大的上涨空间。</p><p>伍德以高调称赞颠覆性创新技术和投资在这方面有前途的公司而闻名。她表示，尽管美国股市的集中度是上世纪30年代以来最高的，但目前的股价倍数是合理的，因为“投资者看到了与人工智能相关的重大意外增长”。</p><p>伍德的主要基金不再持有<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/TSM\">台积电</a>等大型科技公司的股份，而是更青睐人工智能领域的小公司，因为它们目前的估值更好。她的基金今年表现落后于纳斯达克指数，原因之一是没有持有那些大涨的大盘股股票，但她表示，该基金持有的较小的人工智能股票代表着更高的价值，可能很快就会起飞。</p><p>她表示：“如果利率下降，那么我们将看到的是市场范围的扩大，大型股可能会抓紧时间，而市场的其他部分会赶上来。”</p><p>虽然ARK并没有投资于所谓的“壮丽七家”公司中的许多公司，但它非常看好其中一家：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><p><strong>特斯拉有望包揽自动驾驶一半收入</strong></p><p>虽然ARK并没有投资于所谓的“七巨头”中的许多公司，但它非常看好其中一家——特斯拉。</p><p>这家电动汽车制造商是ARK最大的重仓股，其旗舰ETF的15%投资于该公司。这是因为伍德认为，自动驾驶将是特斯拉未来的重要组成部分。</p><p>“自动驾驶出租车网络的机遇和围绕它的整个生态系统将在未来5到10年内产生8万亿到10万亿美元的收入，”其中一半将归特斯拉所有。</p><p>最近几个月，越来越多的人担心人工智能炒作可能过头了，但伍德并不认同这种观点。她称生成式AI是“历史上最大的技术平台转变”，并表示加拿大处于人工智能革命的最前沿。</p><p>她说：“我生活在一个真正了解人工智能的国家，加拿大有很多优秀的人才。因此，我们的许多公司都在加拿大设立了分公司。”</p><p><strong>看好Shopify和社交商务革命</strong></p><p>伍德此前曾在2022年的一次采访中表示，她看好Shopify。在周三的采访中，她重申了她的公司继续投资这家加拿大电商软件开发商的原因。</p><p>“Shopify真正开启了社交商务革命。它使Meta、Facebook和Instagram以及TikTok等公司能够进入商业领域。”</p><p>她补充称，社交商务革命将在不久的将来使网上购物占总商务的比例从目前的15%升至一半。</p></body></html>","source":"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>“木头姐”最新访谈：AI繁荣刚开始，特斯拉有望包揽自动驾驶一半收入</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{ 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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“木头姐”最新访谈：AI繁荣刚开始，特斯拉有望包揽自动驾驶一半收入\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-11 11:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-inccteff8809137.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>方舟投资管理公司创始人凯茜·伍德周三在一次采访中表示，尽管科技股今年已推动美股创下历史新高，但与人工智能（AI）相关的股票仍有很大的上涨空间。伍德以高调称赞颠覆性创新技术和投资在这方面有前途的公司而闻名。她表示，尽管美国股市的集中度是上世纪30年代以来最高的，但目前的股价倍数是合理的，因为“投资者看到了与人工智能相关的重大意外增长”。伍德的主要基金不再持有英伟达、微软和台积电等大型科技公司的股份，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-inccteff8809137.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/a9b8025de9525aa16da78b968b0788f5","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-inccteff8809137.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2450202798","content_text":"方舟投资管理公司创始人凯茜·伍德周三在一次采访中表示，尽管科技股今年已推动美股创下历史新高，但与人工智能（AI）相关的股票仍有很大的上涨空间。伍德以高调称赞颠覆性创新技术和投资在这方面有前途的公司而闻名。她表示，尽管美国股市的集中度是上世纪30年代以来最高的，但目前的股价倍数是合理的，因为“投资者看到了与人工智能相关的重大意外增长”。伍德的主要基金不再持有英伟达、微软和台积电等大型科技公司的股份，而是更青睐人工智能领域的小公司，因为它们目前的估值更好。她的基金今年表现落后于纳斯达克指数，原因之一是没有持有那些大涨的大盘股股票，但她表示，该基金持有的较小的人工智能股票代表着更高的价值，可能很快就会起飞。她表示：“如果利率下降，那么我们将看到的是市场范围的扩大，大型股可能会抓紧时间，而市场的其他部分会赶上来。”虽然ARK并没有投资于所谓的“壮丽七家”公司中的许多公司，但它非常看好其中一家：特斯拉。特斯拉有望包揽自动驾驶一半收入虽然ARK并没有投资于所谓的“七巨头”中的许多公司，但它非常看好其中一家——特斯拉。这家电动汽车制造商是ARK最大的重仓股，其旗舰ETF的15%投资于该公司。这是因为伍德认为，自动驾驶将是特斯拉未来的重要组成部分。“自动驾驶出租车网络的机遇和围绕它的整个生态系统将在未来5到10年内产生8万亿到10万亿美元的收入，”其中一半将归特斯拉所有。最近几个月，越来越多的人担心人工智能炒作可能过头了，但伍德并不认同这种观点。她称生成式AI是“历史上最大的技术平台转变”，并表示加拿大处于人工智能革命的最前沿。她说：“我生活在一个真正了解人工智能的国家，加拿大有很多优秀的人才。因此，我们的许多公司都在加拿大设立了分公司。”看好Shopify和社交商务革命伍德此前曾在2022年的一次采访中表示，她看好Shopify。在周三的采访中，她重申了她的公司继续投资这家加拿大电商软件开发商的原因。“Shopify真正开启了社交商务革命。它使Meta、Facebook和Instagram以及TikTok等公司能够进入商业领域。”她补充称，社交商务革命将在不久的将来使网上购物占总商务的比例从目前的15%升至一半。","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":313103316820208,"gmtCreate":1717463480179,"gmtModify":1717463481672,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442361004733276","idStr":"3442361004733276"},"themes":[],"htmlText":"<a 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