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霜落满天心如春

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霜落满天心如春

07-03 23:11

‌$纳斯达克(.IXIC)$ ‌拉垃圾股，给七姐妹出货

霜落满天心如春

06-18

‌$英伟达(NVDA)$ ‌拖着大盘

霜落满天心如春

06-11

$纳斯达克(.IXIC)$ 美股牛逼的地方在于不管发生多么恶劣的情况，只要随便拉一只股票，整体市场就能稳住。

霜落满天心如春

06-06

$英伟达(NVDA)$ 全世界人手一块，当饼干吃。

霜落满天心如春

05-21

跑

中国股市大反弹可持续吗？高盛、汇丰说了同一句话：别离场！

霜落满天心如春

02-13

$优品车(UCAR)$ 绝无仅有了吧

霜落满天心如春

2023-12-21

$纳斯达克(.IXIC)$ 只要七姐妹有一只可以拉着横盘，指数就跌不下去，美股的玩法是真牛

霜落满天心如春

2023-12-19

$纳斯达克(.IXIC)$ 有意思，不涨个股，就涨指数

霜落满天心如春

2023-08-21

年初的文章，专门收藏

观点 | 港股何以领涨全球？

霜落满天心如春

2023-07-27

$NQ100指数主连 2309(NQmain)$ 膜拜啊[捂脸]

霜落满天心如春

2023-07-27

恒生指数从1990年的低点，上涨将近8万多倍，势将步入技术性牛市

港股三大指数高开高走！恒生科技指数步入技术性牛市

霜落满天心如春

2023-07-20

$苹果(AAPL)$ ‌$苹果(AAPL)$ ‌难道是徐舵主的一字断魂刀

霜落满天心如春

2023-04-24

‌$苹果(AAPL)$ ‌今天还靠不靠的住啊？

霜落满天心如春

2023-04-20

‌$苹果(AAPL)$ ‌牛啊，硬是拉着，让特斯拉出货吗

霜落满天心如春

2023-04-19

‌$苹果(AAPL)$ ‌看看是否还能一人拉住整个大盘

霜落满天心如春

2023-04-14

然后卖不掉？

苹果于印度iPhone产量提高两倍至70亿美元

霜落满天心如春

2023-04-01

$苹果(AAPL)$ 虽然是只很垃圾的股票，但是架不住大势上涨，只能做多。

霜落满天心如春

2023-03-31

$第一共和银行(FRC)$ ‌$苹果(AAPL)$ ‌会否黑色星期五？

霜落满天心如春

2023-03-23

$苹果(AAPL)$ $苹果(AAPL)$ 虽然觉得苹果是只很差的股，但是架不住现在大势不能下跌，只能抬高买入苹果。

霜落满天心如春

2023-03-21

$第一共和银行(FRC)$ 持续关注，跌到9块，就买200股，冲

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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ &nbsp;</a>‌拉垃圾股，给七姐妹出货","listText":"‌<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ &nbsp;</a>‌拉垃圾股，给七姐妹出货","text":"‌$纳斯达克(.IXIC)$ ‌拉垃圾股，给七姐妹出货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323573256339752","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318198900289792,"gmtCreate":1718723931411,"gmtModify":1718723933018,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌拖着大盘","listText":"‌<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌拖着大盘","text":"‌$英伟达(NVDA)$ ‌拖着大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318198900289792","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315423560036632,"gmtCreate":1718038669580,"gmtModify":1718070535461,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>美股牛逼的地方在于不管发生多么恶劣的情况，只要随便拉一只股票，整体市场就能稳住。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>美股牛逼的地方在于不管发生多么恶劣的情况，只要随便拉一只股票，整体市场就能稳住。","text":"$纳斯达克(.IXIC)$ 美股牛逼的地方在于不管发生多么恶劣的情况，只要随便拉一只股票，整体市场就能稳住。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315423560036632","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313639575195904,"gmtCreate":1717610552867,"gmtModify":1717610554266,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>全世界人手一块，当饼干吃。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>全世界人手一块，当饼干吃。","text":"$英伟达(NVDA)$ 全世界人手一块，当饼干吃。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/313639575195904","isVote":1,"tweetType":1,"viewCount":2396,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549406411575381","authorId":"3549406411575381","name":"彭导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"哈哈 我就在想凭什么超过苹果。手机可以人手一个，显卡能吗","text":"哈哈 我就在想凭什么超过苹果。手机可以人手一个，显卡能吗","html":"哈哈 我就在想凭什么超过苹果。手机可以人手一个，显卡能吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308208014897248,"gmtCreate":1716267998392,"gmtModify":1716267999827,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"跑","listText":"跑","text":"跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308208014897248","repostId":"1156581561","repostType":2,"repost":{"id":"1156581561","pubTimestamp":1716266240,"share":"https://www.laohu8.com/m/news/1156581561?lang=&edition=full","pubTime":"2024-05-21 12:37","market":"sh","language":"zh","title":"中国股市大反弹可持续吗？高盛、汇丰说了同一句话：别离场！","url":"https://stock-news.laohu8.com/highlight/detail?id=1156581561","media":"华尔街见闻","summary":"接下来6个月的最大回报率平均能达到35%。","content":"<html><head></head><body><p>作者：李笑寅</p><p>大反弹后，谈离场仍为时尚早。</p><p style=\"text-align: justify;\">近月以来，中国股市涨势凌厉，A股沪指从2月初的低点以来反弹逾17%，港股恒指更是稳步进入技术性牛市（即涨幅超过20%），实现全面“大反攻”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b6b59161a9cca1340ec3650a9e9b3f9\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">对投资者来说，下一个问题是：是趁高卖出还是继续持有？</p><p style=\"text-align: justify;\">高盛、汇丰分别在5月20日发布最新研报，称从历史数据的角度出发，本轮反弹行情尚处中期阶段，股市仍有上行空间。</p><h2 id=\"id_3740214401\" style=\"text-align: start;\">历史证明，反弹尚未结束</h2><p style=\"text-align: justify;\">从历史数据来看，中国市场的反弹可能还没到结束的时候。</p><p style=\"text-align: justify;\">高盛表示，过去20年来的数据显示，<strong>进入技术性牛市后，市场有60%的可能会继续上涨，接下来6个月的最大回报率平均能达到35%。</strong></p><p style=\"text-align: justify;\">汇丰指出，2000年以来，恒生国企指数出现过12次平均5个月内反弹超过30%的情形，而每次反弹后，该指数的涨势又持续了四个月，平均回报率为27%。</p><p style=\"text-align: justify;\">这意味着，<strong>恒生国企指数2000年以来的每次大反弹都会持续九个月，平均回报率为40-50%</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2beb66401981b1ec23e1ca2591c784f1\" title=\"\" tg-width=\"503\" tg-height=\"271\"/></p><p style=\"text-align: justify;\">那么接下来，继续支撑股市反弹的动力何在？汇丰认为有以下因素：</p><blockquote><p style=\"text-align: justify;\">1）中国股市的整体估值仍低于5年前的平均水平，便宜的估值会带来相应的支撑。</p><p style=\"text-align: justify;\">2）企业股票回购规模可能会有所增加，“降息降准”年内仍有空间。</p><p style=\"text-align: justify;\">3）港股市场有高达四分之一的买盘来自南向资金，外资的买入空间还很大。</p><p style=\"text-align: justify;\">4）支持性政策持续发力。</p></blockquote><p style=\"text-align: justify;\">高盛在报告中总结道，在政策支持、估值吸引力及盈利潜力的三重利好下，对中国市场的展望依然积极。</p><h2 id=\"id_3520762643\" style=\"text-align: start;\">下一个关键驱动因素：盈利</h2><p style=\"text-align: justify;\">高盛指出，随着反弹行情持续，<strong>驱动涨势的关键因素将会从估值扩张转向盈利修正</strong>，这预示着盈利业绩将对牛市持续性产生重要影响。</p><blockquote><p style=\"text-align: justify;\">我们对共23个案例的研究表明，估值扩张是最初20%涨幅背后的主要推动力，但到达20%临界点后，涨势的延续部分取决于共识盈利修正，在7个案例中，共识盈利修正平均提高了10%，在随后的6个月中，指数又反弹了 35%，达到峰值。</p></blockquote><p style=\"text-align: justify;\">汇丰指出，就短期来看，目前任何有关盈利的利好消息都会给股市带来一定支撑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d1e9ccf4a380b8c799ee464ce262f2c\" title=\"\" tg-width=\"280\" tg-height=\"274\"/></p><p style=\"text-align: justify;\">长期看，确实存在共识盈利预期下调的风险，但可能要到2024年四季度才会显露，在此之前股市仍有很大支撑。</p><blockquote><p style=\"text-align: justify;\">2023年，受到房地产和商品部门的拖累，中国企业的EPS增长率为7%，但如果剔除这两个部门的影响，其他行业的整体EPS增长了15%。</p><p style=\"text-align: justify;\">虽然一季度盈利总体情况不及预期，导致对全年盈利的预期有所下调，但全年的盈利预期主要取决于四季度的盈利情况。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a797b63fa70197a7f97a77ee2a1d10f1\" title=\"\" tg-width=\"529\" tg-height=\"297\"/></p></blockquote></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国股市大反弹可持续吗？高盛、汇丰说了同一句话：别离场！</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中国股市大反弹可持续吗？高盛、汇丰说了同一句话：别离场！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-21 12:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3715353><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李笑寅大反弹后，谈离场仍为时尚早。近月以来，中国股市涨势凌厉，A股沪指从2月初的低点以来反弹逾17%，港股恒指更是稳步进入技术性牛市（即涨幅超过20%），实现全面“大反攻”。对投资者来说，下一个问题是：是趁高卖出还是继续持有？高盛、汇丰分别在5月20日发布最新研报，称从历史数据的角度出发，本轮反弹行情尚处中期阶段，股市仍有上行空间。历史证明，反弹尚未结束从历史数据来看，中国市场的反弹可能还...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715353\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3715353","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156581561","content_text":"作者：李笑寅大反弹后，谈离场仍为时尚早。近月以来，中国股市涨势凌厉，A股沪指从2月初的低点以来反弹逾17%，港股恒指更是稳步进入技术性牛市（即涨幅超过20%），实现全面“大反攻”。对投资者来说，下一个问题是：是趁高卖出还是继续持有？高盛、汇丰分别在5月20日发布最新研报，称从历史数据的角度出发，本轮反弹行情尚处中期阶段，股市仍有上行空间。历史证明，反弹尚未结束从历史数据来看，中国市场的反弹可能还没到结束的时候。高盛表示，过去20年来的数据显示，进入技术性牛市后，市场有60%的可能会继续上涨，接下来6个月的最大回报率平均能达到35%。汇丰指出，2000年以来，恒生国企指数出现过12次平均5个月内反弹超过30%的情形，而每次反弹后，该指数的涨势又持续了四个月，平均回报率为27%。这意味着，恒生国企指数2000年以来的每次大反弹都会持续九个月，平均回报率为40-50%。那么接下来，继续支撑股市反弹的动力何在？汇丰认为有以下因素：1）中国股市的整体估值仍低于5年前的平均水平，便宜的估值会带来相应的支撑。2）企业股票回购规模可能会有所增加，“降息降准”年内仍有空间。3）港股市场有高达四分之一的买盘来自南向资金，外资的买入空间还很大。4）支持性政策持续发力。高盛在报告中总结道，在政策支持、估值吸引力及盈利潜力的三重利好下，对中国市场的展望依然积极。下一个关键驱动因素：盈利高盛指出，随着反弹行情持续，驱动涨势的关键因素将会从估值扩张转向盈利修正，这预示着盈利业绩将对牛市持续性产生重要影响。我们对共23个案例的研究表明，估值扩张是最初20%涨幅背后的主要推动力，但到达20%临界点后，涨势的延续部分取决于共识盈利修正，在7个案例中，共识盈利修正平均提高了10%，在随后的6个月中，指数又反弹了 35%，达到峰值。汇丰指出，就短期来看，目前任何有关盈利的利好消息都会给股市带来一定支撑。长期看，确实存在共识盈利预期下调的风险，但可能要到2024年四季度才会显露，在此之前股市仍有很大支撑。2023年，受到房地产和商品部门的拖累，中国企业的EPS增长率为7%，但如果剔除这两个部门的影响，其他行业的整体EPS增长了15%。虽然一季度盈利总体情况不及预期，导致对全年盈利的预期有所下调，但全年的盈利预期主要取决于四季度的盈利情况。","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273419624775888,"gmtCreate":1707790601471,"gmtModify":1707790602466,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UCAR\">$优品车(UCAR)$ &nbsp;</a>绝无仅有了吧","listText":"<a href=\"https://laohu8.com/S/UCAR\">$优品车(UCAR)$ &nbsp;</a>绝无仅有了吧","text":"$优品车(UCAR)$ 绝无仅有了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/273419624775888","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0},"content":"这股可以做空，做空的就是这个公司的人，千万别买","text":"这股可以做空，做空的就是这个公司的人，千万别买","html":"这股可以做空，做空的就是这个公司的人，千万别买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254180621996344,"gmtCreate":1703092253120,"gmtModify":1703092254170,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>只要七姐妹有一只可以拉着横盘，指数就跌不下去，美股的玩法是真牛","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>只要七姐妹有一只可以拉着横盘，指数就跌不下去，美股的玩法是真牛","text":"$纳斯达克(.IXIC)$ 只要七姐妹有一只可以拉着横盘，指数就跌不下去，美股的玩法是真牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254180621996344","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253550886625544,"gmtCreate":1702920015928,"gmtModify":1702920016979,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>有意思，不涨个股，就涨指数","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>有意思，不涨个股，就涨指数","text":"$纳斯达克(.IXIC)$ 有意思，不涨个股，就涨指数","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253550886625544","isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211331675336912,"gmtCreate":1692625606707,"gmtModify":1692625608168,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"年初的文章，专门收藏","listText":"年初的文章，专门收藏","text":"年初的文章，专门收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211331675336912","repostId":"1105578394","repostType":2,"repost":{"id":"1105578394","pubTimestamp":1674122233,"share":"https://www.laohu8.com/m/news/1105578394?lang=&edition=full","pubTime":"2023-01-19 17:57","market":"hk","language":"zh","title":"观点 | 港股何以领涨全球？","url":"https://stock-news.laohu8.com/highlight/detail?id=1105578394","media":"财经杂志","summary":"2023年，港股最大的推手将是中国疫情后的经济重启。","content":"<div>\n<p>经历了2022年10月内外资金的激烈博弈，在中国内地防疫措施优化、投资者情绪回暖、美联储加息压力渐缓等利好因素下，港股开始持续反弹。展望2023年，港股最大的推手将是中国疫情后的经济重启港股市场正经历一场大规模反弹。从过去三年几乎领跌全球到近期领涨全球，仅用两个多月时间，恒生指数即实现这一反转。从2022年10月底到2023年1月11日，恒生指数上涨46%，创下半年新高；恒生科技指数涨幅达62%；...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2U_BkyWFyiKQNR2w2l7vog\">Web Link</a>\n\n</div>\n","source":"lsy1606188218457","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>观点 | 港股何以领涨全球？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n观点 | 港股何以领涨全球？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-19 17:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/2U_BkyWFyiKQNR2w2l7vog><strong>财经杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>经历了2022年10月内外资金的激烈博弈，在中国内地防疫措施优化、投资者情绪回暖、美联储加息压力渐缓等利好因素下，港股开始持续反弹。展望2023年，港股最大的推手将是中国疫情后的经济重启港股市场正经历一场大规模反弹。从过去三年几乎领跌全球到近期领涨全球，仅用两个多月时间，恒生指数即实现这一反转。从2022年10月底到2023年1月11日，恒生指数上涨46%，创下半年新高；恒生科技指数涨幅达62%；...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2U_BkyWFyiKQNR2w2l7vog\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba2fad79bd51a59699e2621bdc763304","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://mp.weixin.qq.com/s/2U_BkyWFyiKQNR2w2l7vog","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105578394","content_text":"经历了2022年10月内外资金的激烈博弈，在中国内地防疫措施优化、投资者情绪回暖、美联储加息压力渐缓等利好因素下，港股开始持续反弹。展望2023年，港股最大的推手将是中国疫情后的经济重启港股市场正经历一场大规模反弹。从过去三年几乎领跌全球到近期领涨全球，仅用两个多月时间，恒生指数即实现这一反转。从2022年10月底到2023年1月11日，恒生指数上涨46%，创下半年新高；恒生科技指数涨幅达62%；恒生中国企业指数较低点已反弹48%。对于一个全球重要交易所来说，这是个少见的反弹幅度。反弹之前，港股市场曾一路震荡下行，从2021年2月到2022年10月底，恒生指数腰斩，跌至2009年以来的最低点位；恒生科技指数从最高11001点跌到2720点，跌去75%。对于港股市场来说，其发挥着连接中国和世界的桥梁作用，具有“流动性主要看美联储，基本面主要看中国经济”的特征，来自中国内地的南下资金与想要投资中国资产的海外资本在此汇聚，因此，2022年在复杂的全球环境下，港股度过了动荡的一年。如果与全球资本市场对比的话，港股过去两个月涨幅领跑全球。在此之前，港股已经有连续近四年在全球主要股指中表现靠后，2022年前十个月，港股同样领跌全球。疫情三年中，全球主要股指大多实现上涨，跌幅较高的主要股指为俄罗斯RTS指数和恒生指数。根据Wind（万得）数据，自2020年1月1日到2023年1月11日，俄罗斯RTS指数下跌35.3%，恒生指数下跌24.0%。其中，俄罗斯RTS指数在2022年受到俄乌冲突影响，下跌39.2%。伴随过去几年二级市场的下跌，港股IPO（首次公开募股）市场大幅降温，一些企业在即将走完上市流程之时选择暂停，希望等待市场回暖时完成发行。2022年，中国香港IPO累计募资总额约1045.7亿港元，为2021年的三分之一。港股IPO市场年末回暖，12月上市21家新股，创全年最高。据德勤报告显示，截至2022年12月31日，以IPO募资额排名，港交所位列全球前五大证券交易所第四位，排名和上年持平。此前，港股市场的持续下跌，也令该市场涌现回购潮。2021年，港股全年回购金额达381亿港元，创下十年新高。2022年，港股上市公司回购金额达1029亿港元，大幅超越2021年的回购规模。经历了2022年10月内外资金的激烈博弈，在国内防疫措施调整优化、投资者情绪回暖、美联储加息压力渐缓等利好因素下，港股开始绝地反击，互联网、医药、房地产等权重板块开启了强势反弹。截至2023年1月11日，市场估值尚未修复至2022年起点，恒生指数较2022年1月1日仍下跌8.38%，恒生科技指数较2022年1月1日下跌19.8%。在经历一轮大幅反弹后，2023年的港股市场，是否还能继续领涨全球？在全球经济衰退预期较高的2023年，从估值、基本面、流动性等方向预测，国内外投资大行纷纷唱多A股和港股。凯丰投资首席经济学家高滨告诉《财经》记者，港股主要标的是内地资产，港股2023年最大的推手将是中国疫情后的经济重启。全球范围看，2023年预期中国应该是增长最好的大经济体，这是最核心的基本面。困境反转2022年，夹杂着俄乌紧张局势、多地疫情反复、中概股监管担忧、美联储加息预期等因素，港股市场恐慌情绪曾一度加剧。恒生指数在当年3月14日首次击穿20000点大关，创下2016年以来的新低。当日恒生指数成交额为2230.5亿港元，创下2021年11月末以来新高。“港股的抛售潮史上最猛烈之一。机构和个人投资者正无选择地抛售。”思睿投资集团合伙人、首席经济学家洪灏在当日发布的报告中写道。到了2022年下半年，从8月底开始，港股又出现一轮大幅下跌。一个标志性的事件是，2022年10月31日，恒生指数下跌至2009年以来最低，至14687点。彼时，香港创业板指数（GEM）从2007年的高点1517.93点跌至2022年10月25日的收盘点位32.21点。金融圈有人称，“香港创业板跌没了。”2022年10月31日，洪灝发表了题为《“Mai! Mai! Mai!”》的报告，其在报告中描述了中国香港市场上内地与海外资金的巨大分歧，“我们的数据和估测显示，‘热钱’，即无法为经常和金融/资本账户的变化所解释的跨境资本流动，正再度流出。我们估计热钱外流的程度可与2015年中至2016年初中国股市泡沫破裂后的水平等量齐观。”洪灝称，香港金融管理局（下称“金管局”）正与港元空头鏖战。香港实际意义上的“央行”为阻止港元汇价触及弱方兑换保证水平而进行的市场干预，是联系汇率制度自诞生以来金额最大、频率最高的一次。因此，金管局外汇储备也以史无前例的规模和速度下行。而在股票市场，香港外资券商的持仓市值正快速下滑，而内地券商的持仓市值则基本保持稳定。这种分化始于2022年7月之后，并于2022年10月开始加足马力。同时，指数下挫期间大量资金逆势买入，规模最大的港股ETF正吸引着多年来最大规模的资金流入，通过互联互通买入的南向资金规模不断提升。这一资金流向，和中金公司的研究结果类似。中金研报认为，2022年10月17日-21日，南向资金整体流入规模达257亿港元，创下自3月中旬以来最大周度流入规模。3月中旬俄乌局势以及中概股监管等因素影响下导致的港股波动背后，海外主动基金主导的资金流出可能是主因。其认为，10月的情形可能类似，同样是海外主动型基金流出为主。除资金流向外，港股卖空成交比例也持续走高。根据彭博数据显示，港股市场卖空成交占总成交额比例自2022年7月以来呈现逐步攀升的趋势，自9月底维持在20%左右的高位，10月上旬创下24.5%的单日高点。高滨告诉《财经》记者，港股市场10月的下跌受到英国养老金崩塌的影响，部分基金管理公司卖出其管理的中国基金导致了港股2022年最后一轮大跌。港股2022年的弱势表现也受到中美博弈背景下中概股潜在退市的影响。“2022年初看中的是港股的低估值，但低估值没有挡住港股的持续下跌。我们低估了美联储加息、资金流出对港股流动性的影响。”曾经明确看好港股、并在下跌中逆势加仓的仁桥资产总经理夏俊杰坦言。随着港股一路走低，市场上看好港股的声音也越来越多。华泰证券对港股牛熊周期研究后认为，恒生指数、恒生科技分别创近十年、近五年新低，且成交量持续萎缩，具备一定底部特征。国信证券也表示，2022年的港股下跌幅度较大，其根据恒生指数历史最高股息率测算的统计数据显示，在过去40年的时间中，这种历史性的“大底”位置仅出现过五次，在该位置上买入持有一年收益率的中位数为38%，且正收益概率为100%。故而，国信证券坚定看好港股中长期走势，并重新上调港股至超配评级。而中信证券从估值角度分析认为，港股将迎来估值修复。其在2022年11月表示，近期港股市场的大幅下跌主要由于海外投资者对中国政策的边际变化存在预期差，从而导致的恐慌性抛售。恒生指数当前的动态市盈率已创下2015年以来的历史最低水平。而9月以来，港股市场的基本面并无边际变化，故看好11月起海外风险因素逐步扭转带来的港股市场估值修复。转机旋即到来。2022年10月底创下阶段低点后，港股开启反弹。11月11日，国务院联防联控机制发布“二十条优化措施”，优化防控工作，当日恒生指数大涨7.74%，创下此轮反弹中单日最大涨幅，此后继续震荡上行。对于此轮强劲反弹的原因，摩根资产管理环球市场策略师朱超平对《财经》记者表示，“之前港股估值下行较多，疫情防控优化之后，投资者情绪逐渐改善，2023年整体市场会有所好转，而估值低的港股应该更加受益。”“美国经济表现疲弱，导致投资者重新关注全球投资布局。中国市场稳经济重新启动，前景明朗，人民币汇率近期不断走强，内需的复苏、互联网平台经济的启动，也让科技股有比较好的表现。”博大资本国际总裁温天纳告诉《财经》记者。从资金面看，谁是助推本轮反弹的主力？中金公司研究发现，南向资金自2022年11月市场反弹以来流入反而放缓，呈现出一定获利回吐的迹象；海外主动资金流出虽然放缓但并未逆转成流入，说明两者可能都不是近期反弹的主力；近期港股卖空成交占比明显回落，可能表明空头回补与一些交易型资金或是主要动力；另外，中资中介持股下滑，外资中介抬升，也从侧面佐证本轮上涨并非由内地资金推动主导。权重回暖对于港股来说，其市值占比最高的两个行业分别是金融业和资讯科技业，它们分别是港股的“旧势力”和“新势力”的代表。依照恒生综合指数的行业分类标准，港股划分为十二大板块。五六年前，金融业无论是总市值还是总利润都是港股最大的板块，并远超其他板块，接着是房地产行业。近年来，资讯科技行业市值不断增加，一度反超金融业成为港股市值最高行业。从恒生综合指数行业表现来看，2022年11月以来，主要行业指数多创下较大涨幅。其中，资讯科技业指数上涨70.4%，医疗保健业指数上涨54%。不过，如果以2022年1月1日为起点，除能源业上涨21%外，多数行业下跌。其中，两大权重板块金融业和资讯科技也分别下跌0.49%和14%。作为港股的权重板块，科技股成为此轮反弹先锋。从2022年11月1日到2023年1月11日，哔哩哔哩（9626.HK）涨220%、快手（1024.HK）涨137%、腾讯控股（0700.HK）涨91%、阿里巴巴（9988.HK）涨84%、百度集团（9888.HK）涨78%、京东集团（9618.HK）涨70%。“从行业上看，之前科技股被打压得最厉害，现在反弹也是最快的。”朱超平表示，2021年是强监管的一年，2022年投资者也在期待监管靴子何时落地。“2022年底高层对民营经济支持的政策表态、近期蚂蚁集团投票权调整等消息，让市场上调了对2023年港股科技股盈利的修正，这种预期也推动了科技股的走势”。医药板块也是港股主要的反弹板块，从2022年11月1日到2023年1月11日，阿里健康（0241.HK）涨131.02%、药明生物（2269.HK）涨89.86%、泰格医药（3347.HK）涨77.88%、京东健康（6618.HK）涨70.27%、百济神州（6160.HK）涨51.62%。港股房地产板块2020年以来持续下跌。2022年11月以来则展开一轮大规模反弹，碧桂园服务（6098.HK）涨202.5%、碧桂园（2007.HK）涨187.1%、龙湖集团（0960.HK）涨165.5%、华润万象生活（1209.HK）涨93.9%、贝壳-W（2423.HK）涨82.9%、万科企业（2202.HK）涨68.7%、华润置地（1109.HK）涨53.9%。这得益于国内“稳地产”政策快速加码。2022年11月11日，央行和银保监会发布“金融十六条”，由此为开端，在短短20天内，相关部门先后向房地产业射出“三支箭”，分别在银行信贷、债券融资、股权融资等方面给予支持。在疫情防控政策优化的背景下，餐饮股、旅游股再度走强，呷哺呷哺（0520.HK）、海底捞（6862.HK）分别上涨115%、94%。近期港股的保险板块亦上涨明显，自2022年11月1日至2023年1月11日，中国太平（0966.HK）近乎翻了一番，中国平安涨幅81%、新华保险上涨81%、中国人寿上涨73%。“2019年时，香港保险公司保单大概一半是内地人去签的。现在美元和人民币的利率差理论上会驱动美元保险产品的需求，可能对保险公司利好。”瑞银投资银行香港策略师陈至立表示。朱超平补充了中美之间跨境审计谈判的影响，“很多上市科技股在中国香港和美国两地上市，资金之前对于退市的担忧消除也是这轮反弹一个很重要的原因”。“近期主要反弹的是跟出行相关的酒店、高速、旅游等板块，以及跟宏观相关的一些蓝筹科技股、消费股等。科技股反弹核心与市场预计对互联网行业的鼓励加强有关。”业内人士告诉《财经》记者。未来何往大涨两个月后也面临回调压力，不过，多位受访市场人士均对港股2023年的整体行情持较为乐观的态度。新年伊始，国内外投资机构纷纷唱多A股和港股，配置中国资产似乎已经成为共识。高盛近期将2023年中国经济增速的预测从4.5%上调至5.2%。其分析称，自2022年11月始，中国股市已出现了一个相对较强劲的牛市信号，得益于供应链好转，中国经济将在2023年下半年实现强劲增长，将产生一种气势如虹的“周期性推动力”。摩根士丹利继2022年12月中旬调高恒生指数目标后，近期再度上调恒生指数目标，将目标点位由18200点上调至21200点，将中国股票的评级从“持股观望”上调至“增持”评级。其同样上调了对中国2023年经济的展望，预测中国经济活动2023年将增长5.4%，其中大部分将在下半年实现。法国巴黎银行预测，港股上半年有望挑战23000点水平。该行认为，港股估值现时仍便宜，以2023年市盈率（PE）计，恒生指数PE不足10倍，加上南向资金势头愈趋强劲，由2022年上半年每日仅占总成交约11%-13%，至四季度占比已升至16%-18%，参与度上升属利好指标。“美联储政策转向是关键因素。”朱超平认为，目前市场普遍认为美联储加息的终端利率在5%左右，在2023年一季度基本就会实现。美联储当初给出的加息理由是通胀居高不下，但美国2022年下半年的通胀数据环比增长已经非常弱。按这种势头来推断，很可能在2023年6月之后，美国通胀大幅缓解，加上经济衰退风险较大，美联储很可能要降息支持经济，对全球投资市场是利好。在他看来，其他有利因素还包括，中国经济的恢复，疫情防控优化之后的人员流动；香港服务业、旅游业的复苏；国内货币和财政政策的宽松空间，都会对港股有一定支持。陈至立告诉《财经》记者，他看好2023年的港股市场，预测估值有9%-10%的增长。“相对于美国和欧洲的股票，中国香港的股票更有价值，近期涨完后整个恒生指数还是比较低的”。他进一步分析称，港股利润大概有10%-15%的增长，美国、欧洲几乎是零增长甚至负增长。从全球经济增长来看，预计2023年上半年放缓甚至衰退，偏保守；但下半年美国降息，整体流动性改善，机会更多一点。和合首创（香港）执行董事陈达也对港股2023年表现较为乐观。他用DCF（现金流折现估值）模型来折算公司估值：分母是折现率，其中包含了美联储利率，市场多数人预期这轮美国通胀应该是见顶了，后续加息的可能性不是很大；分子是未来现金流，即国内经济复苏预期。“港股确实熊了太久了，其实公司质地没那么差。按照历史估值而言，现在港股估值修复还没完成。至于修复之后是否能回到2021年1月那种相对比较泡沫化的阶段，可能性不是很大。”陈达表示。陈达还强调了港股跟人民币的强关联性，“人民币是个先行指标，近期持续走强，所以这一波趋势可能已经形成了”。在他看来，目前全球市场经济都不太景气。“美国2023年衰退的预期很高，美股估值没有港股低，性价比不够好。欧洲GDP（国内生产总值）增长预期非常低，存在通胀等问题。日本货币政策跟其他国家一直相反，依旧在宽松，维持极低利率或者负利率。这种情况下，中国的投资回报率可能高一些。不管是从产能、供应链还是制造业水平各方面，中国世界工厂的地位一时难以被替代”。近期，香港与内地逐步恢复通关，也被认为是一大利好。仲量联行大中华区首席经济学家庞溟表示，中国内地与香港在商务、公务、旅游等类别循序渐进、安全有序地逐步恢复通关，可以进一步吸引内地企业赴港开展商务活动与金融领域交流，也会吸引国际企业、外国人士来港开展业务或通过中国香港进入内地，这将会是推动2023年香港金融业与金融市场最大的积极因素。温天纳提醒，虽然中长线看好港股，但短线可能有震荡，市场目前还是需要留意到春节前流动性等因素。一季度重点关注经济基本面以及企业盈利能否支撑股指水平，港股从价值修复上看，还有10%-15%的空间。从几乎领跌全球，到强势反弹，港股后市哪些板块更具投资机会？陈至立表示，看好对放开政策敏感的板块，比如餐厅、航空、博彩等消费股，也包括互联网科技股，“低估值和监管风向的转变带来价值重估的机会”。其同时也看好房地产板块，“香港这些年面临人口流出问题。2022年已超过10万人流出，从2020年7月开始的这两年半疫情时间，可能有40万人流出，2023年有人口流入的展望。这得益于香港政府抢人才的政策、在香港买房的税务优惠政策以及恢复与内地的正常通关”。“港股的机会不是结构性的，可能是系统性及战略性的。”近日中庚基金副总经理兼首席投资官丘栋荣公开表示。同时，他也提示了港股市场的风险：一是市场本身风险和波动性比较大；二是想要获得阿尔法或超额收益难度比较高；三是时机上很难抉择。","news_type":1},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202439354695848,"gmtCreate":1690451419229,"gmtModify":1690451420339,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2309(NQmain)$&nbsp;</a><v-v data-views=\"0\"></v-v>膜拜啊[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2309(NQmain)$&nbsp;</a><v-v data-views=\"0\"></v-v>膜拜啊[捂脸]&nbsp;","text":"$NQ100指数主连 2309(NQmain)$ 膜拜啊[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202439354695848","isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202432117203120,"gmtCreate":1690426170107,"gmtModify":1690426171862,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"恒生指数从1990年的低点，上涨将近8万多倍，势将步入技术性牛市","listText":"恒生指数从1990年的低点，上涨将近8万多倍，势将步入技术性牛市","text":"恒生指数从1990年的低点，上涨将近8万多倍，势将步入技术性牛市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202432117203120","repostId":"1130937450","repostType":4,"repost":{"id":"1130937450","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":1690424212,"share":"https://www.laohu8.com/m/news/1130937450?lang=&edition=full","pubTime":"2023-07-27 10:16","market":"hk","language":"zh","title":"港股三大指数高开高走！恒生科技指数步入技术性牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=1130937450","media":"老虎资讯综合","summary":"7月27日，恒生科技指数涨幅扩大至3%，恒指涨1.5%；汽车产业链爆发，$小鹏汽车-W(09868)$大涨超30%，$蔚来-SW(09866)$、$耐世特(01316)$、$浙江世宝(01057)$等多股涨超10%。","content":"<html><head></head><body><p>7月27日，恒生科技指数涨幅扩大至3%，该指数自五月低点上涨20%，势将步入技术性牛市；恒指涨1.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d82fd825532dfc925ccdc72322569c93\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>汽车产业链爆发，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>大涨超30%，<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>、<a href=\"https://laohu8.com/S/01316\">耐世特</a>、<a href=\"https://laohu8.com/S/01057\">浙江世宝</a>等多股涨超10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c348a29fdc378170604c40f8afff4d9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>科网股普涨，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>、<a href=\"https://laohu8.com/S/09999\">网易-S</a>均涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26e65f344956bb18a84469a2a391b4e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股内房股震荡走高，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>涨超7%，<a href=\"https://laohu8.com/S/01030\">新城发展</a>涨超6%，<a href=\"https://laohu8.com/S/01109\">华润置地</a>、<a href=\"https://laohu8.com/S/00960\">龙湖集团</a>涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48130e7ccff32ccea9c55923e0567bde\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股体育用品股多数走高，<a href=\"https://laohu8.com/S/02331\">李宁</a>涨超6%，<a href=\"https://laohu8.com/S/06110\">滔搏</a>涨超3%，<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、<a href=\"https://laohu8.com/S/01368\">特步国际</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6659b160c4cd54dd87af1424a61dc3c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股<a href=\"https://laohu8.com/S/AAPL\">苹果</a>概念股持续上涨，<a href=\"https://laohu8.com/S/01478\">丘钛科技</a>、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>涨超4%，<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>涨近3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85359b1e13f82cf109d0c3cbbb3ee557\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股餐饮股持续上扬，<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>涨超7.7%、<a href=\"https://laohu8.com/S/09869\">海伦司</a>、<a href=\"https://laohu8.com/S/06862\">海底捞</a>均涨3%，<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>、<a href=\"https://laohu8.com/S/09987\">百胜中国</a>跟涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5a94a4aa6081450b618f0d735429efd\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>港股三大指数高开高走！恒生科技指数步入技术性牛市</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; 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}\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港股三大指数高开高走！恒生科技指数步入技术性牛市\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\">2023-07-27 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月27日，恒生科技指数涨幅扩大至3%，该指数自五月低点上涨20%，势将步入技术性牛市；恒指涨1.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d82fd825532dfc925ccdc72322569c93\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>汽车产业链爆发，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>大涨超30%，<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>、<a href=\"https://laohu8.com/S/01316\">耐世特</a>、<a href=\"https://laohu8.com/S/01057\">浙江世宝</a>等多股涨超10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c348a29fdc378170604c40f8afff4d9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>科网股普涨，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>、<a href=\"https://laohu8.com/S/09999\">网易-S</a>均涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26e65f344956bb18a84469a2a391b4e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股内房股震荡走高，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>涨超7%，<a href=\"https://laohu8.com/S/01030\">新城发展</a>涨超6%，<a href=\"https://laohu8.com/S/01109\">华润置地</a>、<a href=\"https://laohu8.com/S/00960\">龙湖集团</a>涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48130e7ccff32ccea9c55923e0567bde\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股体育用品股多数走高，<a href=\"https://laohu8.com/S/02331\">李宁</a>涨超6%，<a href=\"https://laohu8.com/S/06110\">滔搏</a>涨超3%，<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、<a href=\"https://laohu8.com/S/01368\">特步国际</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6659b160c4cd54dd87af1424a61dc3c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股<a href=\"https://laohu8.com/S/AAPL\">苹果</a>概念股持续上涨，<a href=\"https://laohu8.com/S/01478\">丘钛科技</a>、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>涨超4%，<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>涨近3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85359b1e13f82cf109d0c3cbbb3ee557\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股餐饮股持续上扬，<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>涨超7.7%、<a href=\"https://laohu8.com/S/09869\">海伦司</a>、<a href=\"https://laohu8.com/S/06862\">海底捞</a>均涨3%，<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>、<a href=\"https://laohu8.com/S/09987\">百胜中国</a>跟涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5a94a4aa6081450b618f0d735429efd\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"09868":"小鹏汽车-W","HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130937450","content_text":"7月27日，恒生科技指数涨幅扩大至3%，该指数自五月低点上涨20%，势将步入技术性牛市；恒指涨1.5%。汽车产业链爆发，小鹏汽车-W大涨超30%，蔚来-SW、耐世特、浙江世宝等多股涨超10%。科网股普涨，腾讯控股、阿里巴巴-SW、美团-W、京东集团-SW、哔哩哔哩-W、网易-S均涨超1%。港股内房股震荡走高，碧桂园涨超7%，新城发展涨超6%，华润置地、龙湖集团涨超3%。港股体育用品股多数走高，李宁涨超6%，滔搏涨超3%，安踏体育、特步国际涨超2%。港股苹果概念股持续上涨，丘钛科技、舜宇光学科技涨超4%，比亚迪电子涨近3%。港股餐饮股持续上扬，呷哺呷哺涨超7.7%、海伦司、海底捞均涨3%，奈雪的茶、百胜中国跟涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199663357419776,"gmtCreate":1689787625120,"gmtModify":1689787626196,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ‌<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>‌难道是徐舵主的一字断魂刀","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ‌<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>‌难道是徐舵主的一字断魂刀","text":"$苹果(AAPL)$ ‌$苹果(AAPL)$ ‌难道是徐舵主的一字断魂刀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199663357419776","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489375684122738","authorId":"3489375684122738","name":"啦啦啦ck","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0},"content":"心痛，昨天居然没跑，我的末日轮期权完蛋了","text":"心痛，昨天居然没跑，我的末日轮期权完蛋了","html":"心痛，昨天居然没跑，我的末日轮期权完蛋了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658964427,"gmtCreate":1682346040270,"gmtModify":1682346042301,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>‌今天还靠不靠的住啊？","listText":"‌<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>‌今天还靠不靠的住啊？","text":"‌$苹果(AAPL)$ ‌今天还靠不靠的住啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658964427","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651412278,"gmtCreate":1682005990294,"gmtModify":1682005991349,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>‌牛啊，硬是拉着，让特斯拉出货吗","listText":"‌<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>‌牛啊，硬是拉着，让特斯拉出货吗","text":"‌$苹果(AAPL)$ ‌牛啊，硬是拉着，让特斯拉出货吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651412278","isVote":1,"tweetType":1,"viewCount":1329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651505132,"gmtCreate":1681918095926,"gmtModify":1681918096981,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>‌看看是否还能一人拉住整个大盘","listText":"‌<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>‌看看是否还能一人拉住整个大盘","text":"‌$苹果(AAPL)$ ‌看看是否还能一人拉住整个大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651505132","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651981093,"gmtCreate":1681409780712,"gmtModify":1681409782212,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"然后卖不掉？","listText":"然后卖不掉？","text":"然后卖不掉？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651981093","repostId":"1182506069","repostType":2,"repost":{"id":"1182506069","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1681359414,"share":"https://www.laohu8.com/m/news/1182506069?lang=&edition=full","pubTime":"2023-04-13 12:16","market":"us","language":"zh","title":"苹果于印度iPhone产量提高两倍至70亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1182506069","media":"智通财经APP","summary":"4月13日，苹果公司上一财年在印度组装了超过70亿美元的iPhone，产量增长了两倍。通过富士康、和硕等合作伙伴的扩产，苹果目前在印度生产了近7%的iPhone，而2021年印度的iPhone产量估计","content":"<html><head></head><body><p style=\"text-align: justify;\">4月13日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司上一财年在印度组装了超过70亿美元的iPhone，产量增长了两倍。通过富士康、和硕等合作伙伴的扩产，苹果目前在印度生产了近7%的iPhone，而2021年印度的iPhone产量估计仅占全球的1%。</p><p style=\"text-align: justify;\">知情人士透露，苹果的长期合作伙伴在过去一年里迅速增加了装配线。与此同时，印度总理莫迪推出了一系列刺激措施，以提振当地制造业。</p><p style=\"text-align: justify;\">知情人士称，在截至2023年3月的一年里，苹果在印度的iPhone出口规模约50亿美元，几乎是上一期的四倍。苹果可能会尝试于2023年秋季在印度和中国同时生产下一代iPhone。如果是这样，这将是iPhone首次同时在印度和中国组装。如果继续积极扩张供应商，到2025年，苹果可能会在印度组装四分之一的iPhone。</p><p style=\"text-align: justify;\">苹果已经意识到供应链多样化的必要性，它成功地在印度游说获得了激励措施，并推动供应商富士康和和硕等在当地扩大生产。这三家公司在印度总共雇佣了约6万名员工，在印度生产从iPhone 11到最新的iPhone 14等各种型号的手机。</p><p style=\"text-align: justify;\">此外，苹果公司将于下周在印度开设首批两家直营店，一家在金融中心孟买，另一家在首都新德里。苹果首席执行长库克计划飞往印度，亲自为这两家门店揭幕，突显出印度市场对苹果日益重要。</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>苹果于印度iPhone产量提高两倍至70亿美元</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{ 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}\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苹果于印度iPhone产量提高两倍至70亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2023-04-13 12:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">4月13日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司上一财年在印度组装了超过70亿美元的iPhone，产量增长了两倍。通过富士康、和硕等合作伙伴的扩产，苹果目前在印度生产了近7%的iPhone，而2021年印度的iPhone产量估计仅占全球的1%。</p><p style=\"text-align: justify;\">知情人士透露，苹果的长期合作伙伴在过去一年里迅速增加了装配线。与此同时，印度总理莫迪推出了一系列刺激措施，以提振当地制造业。</p><p style=\"text-align: justify;\">知情人士称，在截至2023年3月的一年里，苹果在印度的iPhone出口规模约50亿美元，几乎是上一期的四倍。苹果可能会尝试于2023年秋季在印度和中国同时生产下一代iPhone。如果是这样，这将是iPhone首次同时在印度和中国组装。如果继续积极扩张供应商，到2025年，苹果可能会在印度组装四分之一的iPhone。</p><p style=\"text-align: justify;\">苹果已经意识到供应链多样化的必要性，它成功地在印度游说获得了激励措施，并推动供应商富士康和和硕等在当地扩大生产。这三家公司在印度总共雇佣了约6万名员工，在印度生产从iPhone 11到最新的iPhone 14等各种型号的手机。</p><p style=\"text-align: justify;\">此外，苹果公司将于下周在印度开设首批两家直营店，一家在金融中心孟买，另一家在首都新德里。苹果首席执行长库克计划飞往印度，亲自为这两家门店揭幕，突显出印度市场对苹果日益重要。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182506069","content_text":"4月13日，苹果公司上一财年在印度组装了超过70亿美元的iPhone，产量增长了两倍。通过富士康、和硕等合作伙伴的扩产，苹果目前在印度生产了近7%的iPhone，而2021年印度的iPhone产量估计仅占全球的1%。知情人士透露，苹果的长期合作伙伴在过去一年里迅速增加了装配线。与此同时，印度总理莫迪推出了一系列刺激措施，以提振当地制造业。知情人士称，在截至2023年3月的一年里，苹果在印度的iPhone出口规模约50亿美元，几乎是上一期的四倍。苹果可能会尝试于2023年秋季在印度和中国同时生产下一代iPhone。如果是这样，这将是iPhone首次同时在印度和中国组装。如果继续积极扩张供应商，到2025年，苹果可能会在印度组装四分之一的iPhone。苹果已经意识到供应链多样化的必要性，它成功地在印度游说获得了激励措施，并推动供应商富士康和和硕等在当地扩大生产。这三家公司在印度总共雇佣了约6万名员工，在印度生产从iPhone 11到最新的iPhone 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美股牛逼的地方在于不管发生多么恶劣的情况，只要随便拉一只股票，整体市场就能稳住。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315423560036632","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308208014897248,"gmtCreate":1716267998392,"gmtModify":1716267999827,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"跑","listText":"跑","text":"跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308208014897248","repostId":"1156581561","repostType":2,"repost":{"id":"1156581561","pubTimestamp":1716266240,"share":"https://www.laohu8.com/m/news/1156581561?lang=&edition=full","pubTime":"2024-05-21 12:37","market":"sh","language":"zh","title":"中国股市大反弹可持续吗？高盛、汇丰说了同一句话：别离场！","url":"https://stock-news.laohu8.com/highlight/detail?id=1156581561","media":"华尔街见闻","summary":"接下来6个月的最大回报率平均能达到35%。","content":"<html><head></head><body><p>作者：李笑寅</p><p>大反弹后，谈离场仍为时尚早。</p><p style=\"text-align: justify;\">近月以来，中国股市涨势凌厉，A股沪指从2月初的低点以来反弹逾17%，港股恒指更是稳步进入技术性牛市（即涨幅超过20%），实现全面“大反攻”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b6b59161a9cca1340ec3650a9e9b3f9\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">对投资者来说，下一个问题是：是趁高卖出还是继续持有？</p><p style=\"text-align: justify;\">高盛、汇丰分别在5月20日发布最新研报，称从历史数据的角度出发，本轮反弹行情尚处中期阶段，股市仍有上行空间。</p><h2 id=\"id_3740214401\" style=\"text-align: start;\">历史证明，反弹尚未结束</h2><p style=\"text-align: justify;\">从历史数据来看，中国市场的反弹可能还没到结束的时候。</p><p style=\"text-align: justify;\">高盛表示，过去20年来的数据显示，<strong>进入技术性牛市后，市场有60%的可能会继续上涨，接下来6个月的最大回报率平均能达到35%。</strong></p><p style=\"text-align: justify;\">汇丰指出，2000年以来，恒生国企指数出现过12次平均5个月内反弹超过30%的情形，而每次反弹后，该指数的涨势又持续了四个月，平均回报率为27%。</p><p style=\"text-align: justify;\">这意味着，<strong>恒生国企指数2000年以来的每次大反弹都会持续九个月，平均回报率为40-50%</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2beb66401981b1ec23e1ca2591c784f1\" title=\"\" tg-width=\"503\" tg-height=\"271\"/></p><p style=\"text-align: justify;\">那么接下来，继续支撑股市反弹的动力何在？汇丰认为有以下因素：</p><blockquote><p style=\"text-align: justify;\">1）中国股市的整体估值仍低于5年前的平均水平，便宜的估值会带来相应的支撑。</p><p style=\"text-align: justify;\">2）企业股票回购规模可能会有所增加，“降息降准”年内仍有空间。</p><p style=\"text-align: justify;\">3）港股市场有高达四分之一的买盘来自南向资金，外资的买入空间还很大。</p><p style=\"text-align: justify;\">4）支持性政策持续发力。</p></blockquote><p style=\"text-align: justify;\">高盛在报告中总结道，在政策支持、估值吸引力及盈利潜力的三重利好下，对中国市场的展望依然积极。</p><h2 id=\"id_3520762643\" style=\"text-align: start;\">下一个关键驱动因素：盈利</h2><p style=\"text-align: justify;\">高盛指出，随着反弹行情持续，<strong>驱动涨势的关键因素将会从估值扩张转向盈利修正</strong>，这预示着盈利业绩将对牛市持续性产生重要影响。</p><blockquote><p style=\"text-align: justify;\">我们对共23个案例的研究表明，估值扩张是最初20%涨幅背后的主要推动力，但到达20%临界点后，涨势的延续部分取决于共识盈利修正，在7个案例中，共识盈利修正平均提高了10%，在随后的6个月中，指数又反弹了 35%，达到峰值。</p></blockquote><p style=\"text-align: justify;\">汇丰指出，就短期来看，目前任何有关盈利的利好消息都会给股市带来一定支撑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d1e9ccf4a380b8c799ee464ce262f2c\" title=\"\" tg-width=\"280\" tg-height=\"274\"/></p><p style=\"text-align: justify;\">长期看，确实存在共识盈利预期下调的风险，但可能要到2024年四季度才会显露，在此之前股市仍有很大支撑。</p><blockquote><p style=\"text-align: justify;\">2023年，受到房地产和商品部门的拖累，中国企业的EPS增长率为7%，但如果剔除这两个部门的影响，其他行业的整体EPS增长了15%。</p><p style=\"text-align: justify;\">虽然一季度盈利总体情况不及预期，导致对全年盈利的预期有所下调，但全年的盈利预期主要取决于四季度的盈利情况。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a797b63fa70197a7f97a77ee2a1d10f1\" title=\"\" tg-width=\"529\" tg-height=\"297\"/></p></blockquote></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国股市大反弹可持续吗？高盛、汇丰说了同一句话：别离场！</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; 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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中国股市大反弹可持续吗？高盛、汇丰说了同一句话：别离场！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-21 12:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3715353><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李笑寅大反弹后，谈离场仍为时尚早。近月以来，中国股市涨势凌厉，A股沪指从2月初的低点以来反弹逾17%，港股恒指更是稳步进入技术性牛市（即涨幅超过20%），实现全面“大反攻”。对投资者来说，下一个问题是：是趁高卖出还是继续持有？高盛、汇丰分别在5月20日发布最新研报，称从历史数据的角度出发，本轮反弹行情尚处中期阶段，股市仍有上行空间。历史证明，反弹尚未结束从历史数据来看，中国市场的反弹可能还...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715353\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3715353","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156581561","content_text":"作者：李笑寅大反弹后，谈离场仍为时尚早。近月以来，中国股市涨势凌厉，A股沪指从2月初的低点以来反弹逾17%，港股恒指更是稳步进入技术性牛市（即涨幅超过20%），实现全面“大反攻”。对投资者来说，下一个问题是：是趁高卖出还是继续持有？高盛、汇丰分别在5月20日发布最新研报，称从历史数据的角度出发，本轮反弹行情尚处中期阶段，股市仍有上行空间。历史证明，反弹尚未结束从历史数据来看，中国市场的反弹可能还没到结束的时候。高盛表示，过去20年来的数据显示，进入技术性牛市后，市场有60%的可能会继续上涨，接下来6个月的最大回报率平均能达到35%。汇丰指出，2000年以来，恒生国企指数出现过12次平均5个月内反弹超过30%的情形，而每次反弹后，该指数的涨势又持续了四个月，平均回报率为27%。这意味着，恒生国企指数2000年以来的每次大反弹都会持续九个月，平均回报率为40-50%。那么接下来，继续支撑股市反弹的动力何在？汇丰认为有以下因素：1）中国股市的整体估值仍低于5年前的平均水平，便宜的估值会带来相应的支撑。2）企业股票回购规模可能会有所增加，“降息降准”年内仍有空间。3）港股市场有高达四分之一的买盘来自南向资金，外资的买入空间还很大。4）支持性政策持续发力。高盛在报告中总结道，在政策支持、估值吸引力及盈利潜力的三重利好下，对中国市场的展望依然积极。下一个关键驱动因素：盈利高盛指出，随着反弹行情持续，驱动涨势的关键因素将会从估值扩张转向盈利修正，这预示着盈利业绩将对牛市持续性产生重要影响。我们对共23个案例的研究表明，估值扩张是最初20%涨幅背后的主要推动力，但到达20%临界点后，涨势的延续部分取决于共识盈利修正，在7个案例中，共识盈利修正平均提高了10%，在随后的6个月中，指数又反弹了 35%，达到峰值。汇丰指出，就短期来看，目前任何有关盈利的利好消息都会给股市带来一定支撑。长期看，确实存在共识盈利预期下调的风险，但可能要到2024年四季度才会显露，在此之前股市仍有很大支撑。2023年，受到房地产和商品部门的拖累，中国企业的EPS增长率为7%，但如果剔除这两个部门的影响，其他行业的整体EPS增长了15%。虽然一季度盈利总体情况不及预期，导致对全年盈利的预期有所下调，但全年的盈利预期主要取决于四季度的盈利情况。","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253550886625544,"gmtCreate":1702920015928,"gmtModify":1702920016979,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>有意思，不涨个股，就涨指数","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>有意思，不涨个股，就涨指数","text":"$纳斯达克(.IXIC)$ 有意思，不涨个股，就涨指数","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253550886625544","isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211331675336912,"gmtCreate":1692625606707,"gmtModify":1692625608168,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"年初的文章，专门收藏","listText":"年初的文章，专门收藏","text":"年初的文章，专门收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211331675336912","repostId":"1105578394","repostType":2,"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}