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今晚不出门
2021-03-15
$NQ100指数主连(NQmain)$
三点准时拉升[白眼]
今晚不出门
2021-03-26
$NQ100指数主连(NQmain)$
开盘不在0.7%以上,很难上2%
今晚不出门
09-14
$Faraday Future(FFIE)$
国内那么多好车,功能直接抄过去随便卖[呆住]
今晚不出门
2021-04-23
$纳斯达克(.IXIC)$
明明快新高了,睡王竟然下黑手,怀念川普的第n天[喷血]
今晚不出门
2021-03-26
$纳斯达克(.IXIC)$
两点开始跳水[保佑]
今晚不出门
2021-03-18
$NQ100指数主连(NQmain)$
别吓唬人了,四点开始慢慢往上爬,九点开始拉!
今晚不出门
2021-02-23
$Castor Maritime, Inc.(CTRM)$
这个t没做真的血亏
今晚不出门
2021-03-23
$NQ100指数主连(NQmain)$
$10年美债主连(ZNmain)$
怎么不跟了,奇怪
今晚不出门
2021-02-26
$高斯电子(KOSS)$
这个是不是只有美国人玩,盘前和其它几个概念股不太一样呀
今晚不出门
2021-02-26
$游戏驿站(GME)$
打爆空头,唯我独尊
今晚不出门
2021-02-25
$Castor Maritime, Inc.(CTRM)$
卖了游戏驿站买了你,回头才发现游戏驿站飞天了,你可要争气点
今晚不出门
09-20
$Faraday Future(FFIE)$
控盘控得死死的
今晚不出门
03-29
$Faraday Future(FFIE)$
国内的新能源车突飞猛进,老贾的车已经没有优势可言
今晚不出门
2021-03-19
$NQ100指数主连(NQmain)$
昨天跌3今天涨4,就全疯了
$纳斯达克(.IXIC)$
今晚不出门
2021-02-22
$游戏驿站(GME)$
今天买的八成也要被套
今晚不出门
2021-05-19
$NQ100指数主连(NQmain)$
这两天被疯狂割韭菜
今晚不出门
2021-05-14
$NQ100指数主连(NQmain)$
今晚最多2个点,下周一开始可能连续跌了
今晚不出门
2021-03-27
$纳斯达克(.IXIC)$
没量没前途[无语]
今晚不出门
07-31
$Faraday Future(FFIE)$
没合股呢净瞎涨[傲娇]
今晚不出门
2021-03-08
$纳斯达克(.IXIC)$
道指一路高歌,而你动都不动
去老虎APP查看更多动态
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#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美商务部拟议禁止美智能联网汽车等使用中国软硬件,外交部回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-23 16:13 北京时间 <a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【美商务部拟议禁止美智能联网汽车等使用中国软硬件,外交部回应】金十数据9月23日讯,有记者提问,据一些媒体的报道,美国商务部打算今天提议禁止中国软件和硬件在美国大陆上的智能联网汽车和具备自动驾驶技术的汽车上的使用。美方称这是出于国家安全考虑,中方是否已经和美方就此事进行了沟通?外交部发言人林剑表示,关于你提到的具体问题,建议向中方的主管部门询问。作为原则,我要强调的是,中方反对美方泛化国家安全概念...</p>\n\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600536":"中国软件","BK0010":"央企","BK0018":"去IOE","BK0188":"融资融券","BK0231":"软件信息","BK0038":"核高基","BK0028":"国家队","BK0030":"云计算"},"source_url":"https://www.ushknews.com/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469161674","content_text":"【美商务部拟议禁止美智能联网汽车等使用中国软硬件,外交部回应】金十数据9月23日讯,有记者提问,据一些媒体的报道,美国商务部打算今天提议禁止中国软件和硬件在美国大陆上的智能联网汽车和具备自动驾驶技术的汽车上的使用。美方称这是出于国家安全考虑,中方是否已经和美方就此事进行了沟通?外交部发言人林剑表示,关于你提到的具体问题,建议向中方的主管部门询问。作为原则,我要强调的是,中方反对美方泛化国家安全概念,针对中国的相关企业及产品采取歧视性做法。我们敦促美方尊重市场原则,为中国企业提供开放、公平、透明、非歧视的营商环境,中方将坚决维护自身的合法权益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352626361487528,"gmtCreate":1727109198206,"gmtModify":1727109479139,"author":{"id":"3443920403535211","authorId":"3443920403535211","name":"今晚不出门","avatar":"https://static.tigerbbs.com/7dd964864079a951d271315d82574d75","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443920403535211","authorIdStr":"3443920403535211"},"themes":[],"htmlText":"特朗普胜选最大利好概念不是特斯拉和特朗普传媒吗[呆住] ","listText":"特朗普胜选最大利好概念不是特斯拉和特朗普传媒吗[呆住] ","text":"特朗普胜选最大利好概念不是特斯拉和特朗普传媒吗[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352626361487528","repostId":"1178690323","repostType":4,"repost":{"id":"1178690323","kind":"news","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":1727059060,"share":"https://www.laohu8.com/m/news/1178690323?lang=&edition=full","pubTime":"2024-09-23 10:37","market":"us","language":"zh","title":"巴克莱美国大选策略手册:特朗普或哈里斯胜选下这些股票是赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=1178690323","media":"老虎资讯综合","summary":"巴克莱表示,今年秋季,无论是特朗普还是哈里斯胜选,从 L3Harris 到 Burlington 等股票都可能受益。马龙预计,如果特朗普再次当选总统,可能引发新一轮全球贸易战。巴克莱还预测,折扣零售商Burlington在哈里斯胜选下前景看好。巴克莱还将房屋建筑商 $霍顿房屋$ 列为哈里斯胜选的受益股票之一,并为其设定了12个月目标价,显示出接近3%的上涨潜力。","content":"<html><head></head><body><p>巴克莱表示,今年秋季,无论是特朗普还是哈里斯胜选,从 L3Harris 到 Burlington 等股票都可能受益。</p><p>分析师特伦斯·马龙(Terence Malone)上周三在报告中指出:“除了美国政治普遍不可预测外,鉴于经济政策的分歧取决于选举结果,此次选举尤其受到密切关注。” “考虑到这一切,我们的基本预测是……政府分裂,国会控制权分裂,总统竞选难分胜负。”</p><p>马龙预计,如果特朗普再次当选总统,可能引发新一轮全球贸易战。他指出,特朗普承诺如果当选,将对所有美国进口商品征收10%的关税。而如果副总统哈里斯获胜,政策变化将不会如此剧烈,因为她的大多数立法提案将在国会中受阻。</p><p>这位分析师重点介绍了几只被该公司给予增持评级的股票,预计这些股票在特朗普或哈里斯胜选的情况下最有可能受益。</p><p>以下是该公司对特朗普可能胜选的几只股票的看法,这些股票的平均市值约为810亿美元,平均上涨潜力约为19%。</p><h3 id=\"id_225629289\">巴克莱分析:特朗普胜选受益股票</h3><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p><strong>代号</strong></p></th><th style=\"text-align:left;\"><p><strong>公司名称</strong></p></th><th style=\"text-align:left;\"><p><strong>巴克莱目标价</strong></p></th><th style=\"text-align:left;\"><p><strong>收盘价格 (截止 9/18/24)</strong></p></th><th style=\"text-align:left;\"><p><strong>年初至今收益</strong></p></th></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p><strong>MSTR</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy Incorporated</a> </p></td><td style=\"text-align:left;\"><p><strong>$146</strong></p></td><td style=\"text-align:left;\"><p><strong>$132.67</strong></p></td><td style=\"text-align:left;\"><p><strong>110.05%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>GS</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/GS\">高盛</a> </p></td><td style=\"text-align:left;\"><p><strong>$565</strong></p></td><td style=\"text-align:left;\"><p><strong>$484.58</strong></p></td><td style=\"text-align:left;\"><p><strong>25.61%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>UNP</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/UNP\">联合太平洋</a></p></td><td style=\"text-align:left;\"><p><strong>$280</strong></p></td><td style=\"text-align:left;\"><p><strong>$251.20</strong></p></td><td style=\"text-align:left;\"><p><strong>2.27%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>LHX</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/LHX\">哈里斯公司</a> </p></td><td style=\"text-align:left;\"><p><strong>$265</strong></p></td><td style=\"text-align:left;\"><p><strong>$229.71</strong></p></td><td style=\"text-align:left;\"><p><strong>9.06%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>UNH</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/UNH\">联合健康</a> </p></td><td style=\"text-align:left;\"><p><strong>$604</strong></p></td><td style=\"text-align:left;\"><p><strong>$580.65</strong></p></td><td style=\"text-align:left;\"><p><strong>10.29%</strong></p></td></tr></tbody></table><p><br/><em>资料来源: Barclays Research, FactSet (截止 9/18/2024)</em></p><p> <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy Incorporated</a> ,作为最大的企业比特币持有者,是特朗普胜选下可能受益的股票之一。</p><p>特朗普将自己定位为支持加密货币的总统候选人,他在7月份的纳什维尔比特币会议上发表了主旨演讲,并表示如果当选将解除美国证券交易委员会主席加里·根斯勒(Gary Gensler)的职务。特朗普家族本周还宣布了一项加密货币项目“世界自由金融”(World Liberty Financial)。</p><p>比特币今年大部分时间在55,000美元到70,000美元之间波动,但伯恩斯坦预计,如果特朗普再次当选,该货币可能创下新高并突破80,000美元。(目前比特币价格在63,000美元以上。)</p><p>截至周三收盘,MicroStrategy的股价今年已经飙升超过110%,巴克莱分析师认为该股在未来12个月内还有约10%的上涨空间。公司周三宣布定价8.75亿美元的0.625%可转换高级债券,期限至2028年,高于之前计划的7亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d1535a3e8e10e07b3d76247229d9df6\" tg-width=\"560\" tg-height=\"240\"/></p><p>国防承包商 <a href=\"https://laohu8.com/S/LHX\">哈里斯公司</a>是另一只与特朗普大选相关的股票。根据巴克莱的目标价,该股今年上涨约9.1%,还有15.4%的上涨空间。两位总统候选人预计都会增加国防开支,但特朗普还强调要扩大国家导弹防御“穹顶”,并在其第一任期内增加了国防预算。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45846454456a3f3b9e3690a834b191c6\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国最大的私人保险公司 <a href=\"https://laohu8.com/S/UNH\">联合健康</a> 也被多位分析师认为是特朗普胜选的受益者,因该管理医疗公司可能受益于放松的监管环境。该股自7月中旬以来表现强劲,发布了好于预期的第二季度收益和收入,增强了投资者对公司前景的信心。6月27日的特朗普-拜登总统辩论也推动了该股上涨。</p><p>截至今年,该公司股价上涨10.3%,巴克莱给出的604美元目标价意味着还有约4%的上涨空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb34aebe9e5fd4753eb8bb0f7342bf05\" tg-width=\"560\" tg-height=\"240\"/></p><p>以下是巴克莱认为可能受益于哈里斯胜选的股票。根据马龙的说法,它们的平均市值约为410亿美元,目标价平均上涨潜力为15%。</p><h3 id=\"id_2691966648\">巴克莱分析:哈里斯胜选受益股票</h3><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p><strong>代号</strong></p></th><th style=\"text-align:left;\"><p><strong>公司名称</strong></p></th><th style=\"text-align:left;\"><p><strong>巴克莱目标价</strong></p></th><th style=\"text-align:left;\"><p><strong>收盘价 (截止 9/18/24)</strong></p></th><th style=\"text-align:left;\"><p><strong>年初至今收益</strong></p></th></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p><strong>CNC</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/CNC\">康西哥</a> </p></td><td style=\"text-align:left;\"><p><strong>$97</strong></p></td><td style=\"text-align:left;\"><p><strong>$76.32</strong></p></td><td style=\"text-align:left;\"><p><strong>2.84%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>LDOS</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/LDOS\">Leidos Holdings Inc</a> </p></td><td style=\"text-align:left;\"><p><strong>$165</strong></p></td><td style=\"text-align:left;\"><p><strong>$153.79</strong></p></td><td style=\"text-align:left;\"><p><strong>42.08%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>BURL</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/BURL\">伯灵顿百货</a></p></td><td style=\"text-align:left;\"><p><strong>$327</strong></p></td><td style=\"text-align:left;\"><p><strong>$271.18</strong></p></td><td style=\"text-align:left;\"><p><strong>39.44%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>CARR</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/CARR\">开利全球</a> </p></td><td style=\"text-align:left;\"><p><strong>$81</strong></p></td><td style=\"text-align:left;\"><p><strong>$78.19</strong></p></td><td style=\"text-align:left;\"><p><strong>36.10%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>DHI</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/DHI\">霍顿房屋</a> </p></td><td style=\"text-align:left;\"><p><strong>$200</strong></p></td><td style=\"text-align:left;\"><p><strong>$194.19</strong></p></td><td style=\"text-align:left;\"><p><strong>27.77%</strong></p></td></tr></tbody></table><p><br/><em>来源: Barclays Research, FactSet (截止 9/18/2024)</em></p><p> <a href=\"https://laohu8.com/S/CNC\">康西哥</a> 是一只医疗保健股票,巴克莱给出的12个月目标价显示该股有约27%的上涨潜力。今年该股仅上涨2.8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/77fd711ddecf2bb6b9f0a992edac1a06\" tg-width=\"560\" tg-height=\"240\"/></p><p>作为最大的Medicaid管理医疗组织, <a href=\"https://laohu8.com/S/CNC\">康西哥</a> 可能会因哈里斯当选而受益,民主党预计会支持将于明年到期的《平价医疗法案》补贴。</p><p>巴克莱还预测,折扣零售商Burlington在哈里斯胜选下前景看好。今年 <a href=\"https://laohu8.com/S/BURL\">伯灵顿百货</a>的股价上涨了39.4%,因更多受到通胀影响的消费者涌向折扣零售商。巴克莱给出的目标价为327美元,意味着有20.6%的上涨潜力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1dc652167ea929dbc71d84ad3e1d4aeb\" tg-width=\"560\" tg-height=\"240\"/></p><p> <a href=\"https://laohu8.com/S/BURL\">伯灵顿百货</a>在8月底公布了强劲的财务业绩,零售商的第二季度利润翻倍,并超出分析师对该季度收益和收入的预期。该公司还提高了全年利润率和收益指导,受益于减少清仓商品以及本季度新增了三十多家新店。</p><p>巴克莱还将房屋建筑商 <a href=\"https://laohu8.com/S/DHI\">霍顿房屋</a> 列为哈里斯胜选的受益股票之一,并为其设定了12个月目标价,显示出接近3%的上涨潜力。今年以来,该股上涨了超过27.5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26860369fd851f0413d5f0d385c27319\" tg-width=\"560\" tg-height=\"240\"/></p><p>哈里斯副总统呼吁在未来四年内建设300万套新住房,包括租赁和出售,并提出了首次购房者的税收激励和首付援助计划。</p><p><em>文章源自CNBC《Barclays playbook for the election: Stocks that win under Trump or Harris》</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>巴克莱美国大选策略手册:特朗普或哈里斯胜选下这些股票是赢家</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巴克莱美国大选策略手册:特朗普或哈里斯胜选下这些股票是赢家\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\">2024-09-23 10:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>巴克莱表示,今年秋季,无论是特朗普还是哈里斯胜选,从 L3Harris 到 Burlington 等股票都可能受益。</p><p>分析师特伦斯·马龙(Terence Malone)上周三在报告中指出:“除了美国政治普遍不可预测外,鉴于经济政策的分歧取决于选举结果,此次选举尤其受到密切关注。” “考虑到这一切,我们的基本预测是……政府分裂,国会控制权分裂,总统竞选难分胜负。”</p><p>马龙预计,如果特朗普再次当选总统,可能引发新一轮全球贸易战。他指出,特朗普承诺如果当选,将对所有美国进口商品征收10%的关税。而如果副总统哈里斯获胜,政策变化将不会如此剧烈,因为她的大多数立法提案将在国会中受阻。</p><p>这位分析师重点介绍了几只被该公司给予增持评级的股票,预计这些股票在特朗普或哈里斯胜选的情况下最有可能受益。</p><p>以下是该公司对特朗普可能胜选的几只股票的看法,这些股票的平均市值约为810亿美元,平均上涨潜力约为19%。</p><h3 id=\"id_225629289\">巴克莱分析:特朗普胜选受益股票</h3><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p><strong>代号</strong></p></th><th style=\"text-align:left;\"><p><strong>公司名称</strong></p></th><th style=\"text-align:left;\"><p><strong>巴克莱目标价</strong></p></th><th style=\"text-align:left;\"><p><strong>收盘价格 (截止 9/18/24)</strong></p></th><th style=\"text-align:left;\"><p><strong>年初至今收益</strong></p></th></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p><strong>MSTR</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy Incorporated</a> </p></td><td style=\"text-align:left;\"><p><strong>$146</strong></p></td><td style=\"text-align:left;\"><p><strong>$132.67</strong></p></td><td style=\"text-align:left;\"><p><strong>110.05%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>GS</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/GS\">高盛</a> </p></td><td style=\"text-align:left;\"><p><strong>$565</strong></p></td><td style=\"text-align:left;\"><p><strong>$484.58</strong></p></td><td style=\"text-align:left;\"><p><strong>25.61%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>UNP</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/UNP\">联合太平洋</a></p></td><td style=\"text-align:left;\"><p><strong>$280</strong></p></td><td style=\"text-align:left;\"><p><strong>$251.20</strong></p></td><td style=\"text-align:left;\"><p><strong>2.27%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>LHX</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/LHX\">哈里斯公司</a> </p></td><td style=\"text-align:left;\"><p><strong>$265</strong></p></td><td style=\"text-align:left;\"><p><strong>$229.71</strong></p></td><td style=\"text-align:left;\"><p><strong>9.06%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>UNH</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/UNH\">联合健康</a> </p></td><td style=\"text-align:left;\"><p><strong>$604</strong></p></td><td style=\"text-align:left;\"><p><strong>$580.65</strong></p></td><td style=\"text-align:left;\"><p><strong>10.29%</strong></p></td></tr></tbody></table><p><br/><em>资料来源: Barclays Research, FactSet (截止 9/18/2024)</em></p><p> <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy Incorporated</a> ,作为最大的企业比特币持有者,是特朗普胜选下可能受益的股票之一。</p><p>特朗普将自己定位为支持加密货币的总统候选人,他在7月份的纳什维尔比特币会议上发表了主旨演讲,并表示如果当选将解除美国证券交易委员会主席加里·根斯勒(Gary Gensler)的职务。特朗普家族本周还宣布了一项加密货币项目“世界自由金融”(World Liberty Financial)。</p><p>比特币今年大部分时间在55,000美元到70,000美元之间波动,但伯恩斯坦预计,如果特朗普再次当选,该货币可能创下新高并突破80,000美元。(目前比特币价格在63,000美元以上。)</p><p>截至周三收盘,MicroStrategy的股价今年已经飙升超过110%,巴克莱分析师认为该股在未来12个月内还有约10%的上涨空间。公司周三宣布定价8.75亿美元的0.625%可转换高级债券,期限至2028年,高于之前计划的7亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d1535a3e8e10e07b3d76247229d9df6\" tg-width=\"560\" tg-height=\"240\"/></p><p>国防承包商 <a href=\"https://laohu8.com/S/LHX\">哈里斯公司</a>是另一只与特朗普大选相关的股票。根据巴克莱的目标价,该股今年上涨约9.1%,还有15.4%的上涨空间。两位总统候选人预计都会增加国防开支,但特朗普还强调要扩大国家导弹防御“穹顶”,并在其第一任期内增加了国防预算。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45846454456a3f3b9e3690a834b191c6\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国最大的私人保险公司 <a href=\"https://laohu8.com/S/UNH\">联合健康</a> 也被多位分析师认为是特朗普胜选的受益者,因该管理医疗公司可能受益于放松的监管环境。该股自7月中旬以来表现强劲,发布了好于预期的第二季度收益和收入,增强了投资者对公司前景的信心。6月27日的特朗普-拜登总统辩论也推动了该股上涨。</p><p>截至今年,该公司股价上涨10.3%,巴克莱给出的604美元目标价意味着还有约4%的上涨空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb34aebe9e5fd4753eb8bb0f7342bf05\" tg-width=\"560\" tg-height=\"240\"/></p><p>以下是巴克莱认为可能受益于哈里斯胜选的股票。根据马龙的说法,它们的平均市值约为410亿美元,目标价平均上涨潜力为15%。</p><h3 id=\"id_2691966648\">巴克莱分析:哈里斯胜选受益股票</h3><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p><strong>代号</strong></p></th><th style=\"text-align:left;\"><p><strong>公司名称</strong></p></th><th style=\"text-align:left;\"><p><strong>巴克莱目标价</strong></p></th><th style=\"text-align:left;\"><p><strong>收盘价 (截止 9/18/24)</strong></p></th><th style=\"text-align:left;\"><p><strong>年初至今收益</strong></p></th></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p><strong>CNC</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/CNC\">康西哥</a> </p></td><td style=\"text-align:left;\"><p><strong>$97</strong></p></td><td style=\"text-align:left;\"><p><strong>$76.32</strong></p></td><td style=\"text-align:left;\"><p><strong>2.84%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>LDOS</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/LDOS\">Leidos Holdings Inc</a> </p></td><td style=\"text-align:left;\"><p><strong>$165</strong></p></td><td style=\"text-align:left;\"><p><strong>$153.79</strong></p></td><td style=\"text-align:left;\"><p><strong>42.08%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>BURL</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/BURL\">伯灵顿百货</a></p></td><td style=\"text-align:left;\"><p><strong>$327</strong></p></td><td style=\"text-align:left;\"><p><strong>$271.18</strong></p></td><td style=\"text-align:left;\"><p><strong>39.44%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>CARR</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/CARR\">开利全球</a> </p></td><td style=\"text-align:left;\"><p><strong>$81</strong></p></td><td style=\"text-align:left;\"><p><strong>$78.19</strong></p></td><td style=\"text-align:left;\"><p><strong>36.10%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>DHI</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/DHI\">霍顿房屋</a> </p></td><td style=\"text-align:left;\"><p><strong>$200</strong></p></td><td style=\"text-align:left;\"><p><strong>$194.19</strong></p></td><td style=\"text-align:left;\"><p><strong>27.77%</strong></p></td></tr></tbody></table><p><br/><em>来源: Barclays Research, FactSet (截止 9/18/2024)</em></p><p> <a href=\"https://laohu8.com/S/CNC\">康西哥</a> 是一只医疗保健股票,巴克莱给出的12个月目标价显示该股有约27%的上涨潜力。今年该股仅上涨2.8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/77fd711ddecf2bb6b9f0a992edac1a06\" tg-width=\"560\" tg-height=\"240\"/></p><p>作为最大的Medicaid管理医疗组织, <a href=\"https://laohu8.com/S/CNC\">康西哥</a> 可能会因哈里斯当选而受益,民主党预计会支持将于明年到期的《平价医疗法案》补贴。</p><p>巴克莱还预测,折扣零售商Burlington在哈里斯胜选下前景看好。今年 <a href=\"https://laohu8.com/S/BURL\">伯灵顿百货</a>的股价上涨了39.4%,因更多受到通胀影响的消费者涌向折扣零售商。巴克莱给出的目标价为327美元,意味着有20.6%的上涨潜力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1dc652167ea929dbc71d84ad3e1d4aeb\" tg-width=\"560\" tg-height=\"240\"/></p><p> <a href=\"https://laohu8.com/S/BURL\">伯灵顿百货</a>在8月底公布了强劲的财务业绩,零售商的第二季度利润翻倍,并超出分析师对该季度收益和收入的预期。该公司还提高了全年利润率和收益指导,受益于减少清仓商品以及本季度新增了三十多家新店。</p><p>巴克莱还将房屋建筑商 <a href=\"https://laohu8.com/S/DHI\">霍顿房屋</a> 列为哈里斯胜选的受益股票之一,并为其设定了12个月目标价,显示出接近3%的上涨潜力。今年以来,该股上涨了超过27.5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26860369fd851f0413d5f0d385c27319\" tg-width=\"560\" tg-height=\"240\"/></p><p>哈里斯副总统呼吁在未来四年内建设300万套新住房,包括租赁和出售,并提出了首次购房者的税收激励和首付援助计划。</p><p><em>文章源自CNBC《Barclays playbook for the election: Stocks that win under Trump or Harris》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a1d48b0d86abd5cc7786ba8a4b11a6c6","relate_stocks":{"UNH":"联合健康","BURL":"伯灵顿百货","LDOS":"Leidos Holdings Inc","GS":"高盛","CNC":"康西哥","CARR":"开利全球","UNP":"联合太平洋","LHX":"哈里斯公司","MSTR":"MicroStrategy","DHI":"霍顿房屋"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178690323","content_text":"巴克莱表示,今年秋季,无论是特朗普还是哈里斯胜选,从 L3Harris 到 Burlington 等股票都可能受益。分析师特伦斯·马龙(Terence Malone)上周三在报告中指出:“除了美国政治普遍不可预测外,鉴于经济政策的分歧取决于选举结果,此次选举尤其受到密切关注。” “考虑到这一切,我们的基本预测是……政府分裂,国会控制权分裂,总统竞选难分胜负。”马龙预计,如果特朗普再次当选总统,可能引发新一轮全球贸易战。他指出,特朗普承诺如果当选,将对所有美国进口商品征收10%的关税。而如果副总统哈里斯获胜,政策变化将不会如此剧烈,因为她的大多数立法提案将在国会中受阻。这位分析师重点介绍了几只被该公司给予增持评级的股票,预计这些股票在特朗普或哈里斯胜选的情况下最有可能受益。以下是该公司对特朗普可能胜选的几只股票的看法,这些股票的平均市值约为810亿美元,平均上涨潜力约为19%。巴克莱分析:特朗普胜选受益股票代号公司名称巴克莱目标价收盘价格 (截止 9/18/24)年初至今收益MSTR MicroStrategy Incorporated $146$132.67110.05%GS 高盛 $565$484.5825.61%UNP 联合太平洋$280$251.202.27%LHX 哈里斯公司 $265$229.719.06%UNH 联合健康 $604$580.6510.29%资料来源: Barclays Research, FactSet (截止 9/18/2024) MicroStrategy Incorporated ,作为最大的企业比特币持有者,是特朗普胜选下可能受益的股票之一。特朗普将自己定位为支持加密货币的总统候选人,他在7月份的纳什维尔比特币会议上发表了主旨演讲,并表示如果当选将解除美国证券交易委员会主席加里·根斯勒(Gary Gensler)的职务。特朗普家族本周还宣布了一项加密货币项目“世界自由金融”(World Liberty Financial)。比特币今年大部分时间在55,000美元到70,000美元之间波动,但伯恩斯坦预计,如果特朗普再次当选,该货币可能创下新高并突破80,000美元。(目前比特币价格在63,000美元以上。)截至周三收盘,MicroStrategy的股价今年已经飙升超过110%,巴克莱分析师认为该股在未来12个月内还有约10%的上涨空间。公司周三宣布定价8.75亿美元的0.625%可转换高级债券,期限至2028年,高于之前计划的7亿美元。国防承包商 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国内的新能源车突飞猛进,老贾的车已经没有优势可言","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289260754505904","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251299829199056,"gmtCreate":1702389684404,"gmtModify":1702389686021,"author":{"id":"3443920403535211","authorId":"3443920403535211","name":"今晚不出门","avatar":"https://static.tigerbbs.com/7dd964864079a951d271315d82574d75","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443920403535211","authorIdStr":"3443920403535211"},"themes":[],"htmlText":"没有超预期代表高利率要维持更久","listText":"没有超预期代表高利率要维持更久","text":"没有超预期代表高利率要维持更久","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251299829199056","repostId":"1174987342","repostType":4,"repost":{"id":"1174987342","kind":"news","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":1702387828,"share":"https://www.laohu8.com/m/news/1174987342?lang=&edition=full","pubTime":"2023-12-12 21:30","market":"us","language":"zh","title":"美国11月未季调核心CPI年率4%,符合市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1174987342","media":"老虎资讯综合","summary":"美国11月未季调CPI年率 3.1%,预期3.10%,前值3.20%;美国11月季调后CPI月率 0.1%,预期0.00%,前值0.00%。美国11月未季调核心CPI年率 4%,预期4.00%,前值4.00%;美国11月核心CPI月率 0.3%,预期0.30%,前值0.20%。美国CPI数据公布后,美股指期货短线拉升。","content":"<html><head></head><body><p>12月12日,美国劳工统计局发布11月CPI数据。数据显示,美国11月未季调CPI年率3.1%,预期3.1%,前值3.2%;美国11月季调后CPI月率0.1%,预期0%,前值0%;美国11月未季调核心CPI年率4%,预期4%,前值4%;美国11月核心CPI月率0.3%,预期0.3%,前值0.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72fa205d2852d3a40f475fb37978eade\" title=\"\" tg-width=\"1116\" tg-height=\"165\"/></p><p>数据公布后,美股三大股指期货短线走高,道指期货现涨0.38%,纳指期货涨0.53%,标普500指数期货涨0.27%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07b5fb010470187ee7cb713ccfc674f0\" title=\"\" tg-width=\"415\" tg-height=\"202\"/></p><p><strong>财经网站Forexlive评美国CPI数据:</strong>数据提醒了我们事情变化的速度有多快:在10月份的CPI报告发布时,市场认为1月份加息的可能性为33%。现在我们的定价是明年将降息120个基点,而报告发布前是115个基点。</p><p><strong>BBH货币策略全球主管Win Thin:</strong>数据基本符合预期。我不认为核心通胀停留在4%附近值得庆祝,但市场看到了它想看到的东西。我认为这一数据应该会坚定美联储反击市场宽松预期的决心。</p><p><strong>利率策略师Ira Jersey:</strong>尽管上月核心商品价格下滑,但核心服务价格的反弹可能会使美联储暂时保持中立立场,而不会变得更加鸽派。近期短暂停滞的国债反弹可能需要一个明确的催化剂才能继续。至少在美联储会议或周四零售销售数据公布之前,市场可能只会进行盘整。</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11月未季调核心CPI年率4%,符合市场预期</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11月未季调核心CPI年率4%,符合市场预期\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\">2023-12-12 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月12日,美国劳工统计局发布11月CPI数据。数据显示,美国11月未季调CPI年率3.1%,预期3.1%,前值3.2%;美国11月季调后CPI月率0.1%,预期0%,前值0%;美国11月未季调核心CPI年率4%,预期4%,前值4%;美国11月核心CPI月率0.3%,预期0.3%,前值0.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72fa205d2852d3a40f475fb37978eade\" title=\"\" tg-width=\"1116\" tg-height=\"165\"/></p><p>数据公布后,美股三大股指期货短线走高,道指期货现涨0.38%,纳指期货涨0.53%,标普500指数期货涨0.27%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07b5fb010470187ee7cb713ccfc674f0\" title=\"\" tg-width=\"415\" tg-height=\"202\"/></p><p><strong>财经网站Forexlive评美国CPI数据:</strong>数据提醒了我们事情变化的速度有多快:在10月份的CPI报告发布时,市场认为1月份加息的可能性为33%。现在我们的定价是明年将降息120个基点,而报告发布前是115个基点。</p><p><strong>BBH货币策略全球主管Win Thin:</strong>数据基本符合预期。我不认为核心通胀停留在4%附近值得庆祝,但市场看到了它想看到的东西。我认为这一数据应该会坚定美联储反击市场宽松预期的决心。</p><p><strong>利率策略师Ira Jersey:</strong>尽管上月核心商品价格下滑,但核心服务价格的反弹可能会使美联储暂时保持中立立场,而不会变得更加鸽派。近期短暂停滞的国债反弹可能需要一个明确的催化剂才能继续。至少在美联储会议或周四零售销售数据公布之前,市场可能只会进行盘整。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174987342","content_text":"12月12日,美国劳工统计局发布11月CPI数据。数据显示,美国11月未季调CPI年率3.1%,预期3.1%,前值3.2%;美国11月季调后CPI月率0.1%,预期0%,前值0%;美国11月未季调核心CPI年率4%,预期4%,前值4%;美国11月核心CPI月率0.3%,预期0.3%,前值0.2%。数据公布后,美股三大股指期货短线走高,道指期货现涨0.38%,纳指期货涨0.53%,标普500指数期货涨0.27%。财经网站Forexlive评美国CPI数据:数据提醒了我们事情变化的速度有多快:在10月份的CPI报告发布时,市场认为1月份加息的可能性为33%。现在我们的定价是明年将降息120个基点,而报告发布前是115个基点。BBH货币策略全球主管Win Thin:数据基本符合预期。我不认为核心通胀停留在4%附近值得庆祝,但市场看到了它想看到的东西。我认为这一数据应该会坚定美联储反击市场宽松预期的决心。利率策略师Ira Jersey:尽管上月核心商品价格下滑,但核心服务价格的反弹可能会使美联储暂时保持中立立场,而不会变得更加鸽派。近期短暂停滞的国债反弹可能需要一个明确的催化剂才能继续。至少在美联储会议或周四零售销售数据公布之前,市场可能只会进行盘整。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248715867664504,"gmtCreate":1701759434522,"gmtModify":1701759436243,"author":{"id":"3443920403535211","authorId":"3443920403535211","name":"今晚不出门","avatar":"https://static.tigerbbs.com/7dd964864079a951d271315d82574d75","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443920403535211","authorIdStr":"3443920403535211"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>今晚怕被老a带沟里去了诶[流泪] ","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>今晚怕被老a带沟里去了诶[流泪] ","text":"$纳斯达克(.IXIC)$ 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