Athos_的个人主页 - 老虎社区

Athos_

Athos_

天天跟我做，每天十分钟（复盘）

IP属地：上海

38关注

214粉丝

1主题

0勋章

12-17 18:00

这种就不要晒了。没意思。

12-10

$美国超微公司(AMD)$ 估计会跌到100以内。

11-28

$九源基因(02566)$ 没有中签，真爽，美滋滋

11-26

$美国超微公司(AMD)$ 这种股就不要买了吧。哈哈。

11-22

蔚来就算了，越来越差了。

蔚来辟谣“被比亚迪收购”：公司近况挺好，三季度现金流转正

11-21

$谷歌A(GOOGL)$ 这垃圾以一己之力带垮大盘

11-05

高盛预测对过吗？

再次“超配”中国股市！高盛最新预测：A股、港股未来一年潜在回报率将达20%

11-02

超威半导体就不要碰了，过山车。2021年我拿到过160，现在还不到160，要买就买NV。

10-30

小米是给人的感觉是平民品牌，80万谁买？有钱人开个小米出去会被人笑话

10-25

40倍回撤到16倍，中间是一直拿着吗？

10-02

$南方科创板50(03109)$ 靠，26买的，被套了。

10-02

$九江银行(06190)$ 这是什么垃圾啊，真丢人。

09-16

$苹果(AAPL)$ 就不能有一点创新吗？菜鸟

09-16

$苹果(AAPL)$ 苹果，哈哈。

09-10

$华虹半导体(01347)$ 这股没救了，一直跌。

08-08

18年12月21日买的，现在28倍多。不到6年

@友谅投行是底层loser:$英伟达(NVDA)$ 如果持有英伟达八年会发生什么？只持有正股，不加杠杆，不碰期权。

08-01

$美国超微公司(AMD)$ 2年多了，还是这鸟样。

07-01

$美国超微公司(AMD)$ 从股价上看，这也太差了吧。这公司是怎么了？

06-13

这话说的，只买英伟达啊。

06-12

$美国超微公司(AMD)$ 人傻钱多才会买这股

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没有中签，真爽，美滋滋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375853635424536","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375324426870960,"gmtCreate":1732635807175,"gmtModify":1732635808406,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3473160687651039","idStr":"3473160687651039"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 这种股就不要买了吧。哈哈。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 这种股就不要买了吧。哈哈。","text":"$美国超微公司(AMD)$ 这种股就不要买了吧。哈哈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375324426870960","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373716158382200,"gmtCreate":1732268891324,"gmtModify":1732268897020,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3473160687651039","idStr":"3473160687651039"},"themes":[],"htmlText":"蔚来就算了，越来越差了。","listText":"蔚来就算了，越来越差了。","text":"蔚来就算了，越来越差了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373716158382200","repostId":"1123632413","repostType":4,"repost":{"id":"1123632413","kind":"news","pubTimestamp":1732267759,"share":"https://www.laohu8.com/m/news/1123632413?lang=&edition=full","pubTime":"2024-11-22 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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蔚来辟谣“被比亚迪收购”：公司近况挺好，三季度现金流转正\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-22 17:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/812/560.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>针对网传“比亚迪与蔚来合作成立比未来汽车集团，比未来汽车集团以 165 亿元收购蔚来汽车”的消息，蔚来汽车品牌与传播助理副总裁马麟在微博辟谣称：公司近况挺好，三季度现金流转正，10 月毛利进一步提升多赚了一个亿，12 月乐道将破万。感谢朋友们的关心和支持，我们继续加电。在李云飞发布辟谣内容后，蔚来汽车联合创始人、总裁秦力洪也发布回应称：“谢谢云飞辟谣。中国品牌一起同行，为中国汽车行业增彩！”马麟...</p>\n\n<a href=\"https://www.ithome.com/0/812/560.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","01211":"比亚迪股份","NIO":"蔚来"},"source_url":"https://www.ithome.com/0/812/560.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123632413","content_text":"针对网传“比亚迪与蔚来合作成立比未来汽车集团，比未来汽车集团以 165 亿元收购蔚来汽车”的消息，蔚来汽车品牌与传播助理副总裁马麟在微博辟谣称：公司近况挺好，三季度现金流转正，10 月毛利进一步提升多赚了一个亿，12 月乐道将破万。感谢朋友们的关心和支持，我们继续加电。在李云飞发布辟谣内容后，蔚来汽车联合创始人、总裁秦力洪也发布回应称：“谢谢云飞辟谣。中国品牌一起同行，为中国汽车行业增彩！”马麟同时公布了一张截图，是其与比亚迪集团品牌及公关处总经理李云飞的微信聊天内容。马麟在聊天中提到：如果是比亚迪员工，麻烦他澄清道歉。如果不是，咱们可以一起报警。","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373397944713672,"gmtCreate":1732201403069,"gmtModify":1732201553951,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3473160687651039","idStr":"3473160687651039"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 这垃圾以一己之力带垮大盘","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 这垃圾以一己之力带垮大盘","text":"$谷歌A(GOOGL)$ 这垃圾以一己之力带垮大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373397944713672","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367759641698344,"gmtCreate":1730802969010,"gmtModify":1730802970785,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3473160687651039","idStr":"3473160687651039"},"themes":[],"htmlText":"高盛预测对过吗？","listText":"高盛预测对过吗？","text":"高盛预测对过吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367759641698344","repostId":"2481102547","repostType":2,"repost":{"id":"2481102547","kind":"news","pubTimestamp":1730801344,"share":"https://www.laohu8.com/m/news/2481102547?lang=&edition=full","pubTime":"2024-11-05 18:09","market":"sh","language":"zh","title":"再次“超配”中国股市！高盛最新预测：A股、港股未来一年潜在回报率将达20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2481102547","media":"sina","summary":"外资“唱多中国”的音量越来越强。","content":"<html><head></head><body><p>9月24日以来出台的一系列增量政策正不断助推中国资产的重估，在这一背景下，外资“唱多中国”的音量越来越强。在10月5日将中国股市上调至“超配”的一个月后，<a href=\"https://laohu8.com/S/GS\">高盛</a>再度发布研报“唱多”中国资产。</p><p>高盛研究部首席中国股票策略师刘劲津（Kinger Lau）及团队在落款日期为11月4日（周一）的研报中，维持了对中国A股和H股的“超配（Overweight）”评级，并预计未来12个月这两个市场的潜在回报率在20%左右。</p><p>刘劲津团队表示，从行业上看，他们更青睐消费导向型行业，而非制造业。</p><p>此外，高盛在日前发布的另一份资金流向研报中指出，在截至10月30日的四周内，A股市场获得243.85亿美元（约合人民币1700亿元）净流入。该机构指出，新兴市场基金在过去一个月一直在增加对中国和北亚市场的敞口，一旦美国大选结束，笼罩在市场上的不确定性解除，这种敞口可能会迅速增加。</p><p>在周一发布的研报中，刘劲津团队维持了对中国A股和H股的“超配（Overweight）”评级，并预计未来12个月这两个市场的潜在回报率在20%左右。</p><p>刘劲津团队认为，在宽松措施的推动下，第四季度中国宏观经济增长将进一步增强，这有利于（A股和H股上市公司）在今年剩余几个月中营收增长和盈利能力的恢复。从行业来看，中国互联网仍是盈利上调趋势的关键因素。近期，非银行金融公司在资本市场活动和股市表现复苏的背景下获得了强劲的评级上调。</p><p>“我们维持2024年（A股和H股上市公司）每股收益增长12%的预期，部分原因是2023年第四季度的基数较低，预计2025年每股收益将继续增长12%。目前，高盛对2025年盈利预测的风险是平衡的，下行风险可能集中在出口敏感行业，但上行风险可能存在于消费相关股票，这些股票可能会从日益关注需求侧刺激的政策中受益。”该团队补充道。</p><p>谈及投资策略，刘劲津团队表示，“我们最近将策略偏好从离岸股票转向了在岸股票，原因是后者将更直接地受到中国人民银行的支持措施、国内散户投资者参与度上升的影响，以及过去3个月A股较H股的表现仍落后3%。”</p><p>“从行业看，出于增长性和政策原因，我们更青睐消费导向型行业，而非制造业，因此我们对（A股和H股）互联网行业（消费科技）、服务业和餐饮业持‘超配’评级。从主题上看，我们主张杠铃策略（注：barbell strategy，指投资者购买短期和长期债券，但不购买中期债券）。”</p><p>另外，该团队在研报中提到，目前100多家A股公司已获得（或已申请）商业银行贷款，总额达1100亿元人民币，用于回购股票。高盛认为，这可能有助于延续A股和H股市场以创纪录速度进行的强劲回购趋势。</p><p>除了上述最新观点外，高盛近日发布的另一份全球资金流向报告还显示，在截至10月30日的四周内，全球资金合计净流入股票市场636.28亿美元。其中，美股获得372.28亿美元净流入，A股市场获得243.85亿美元（约合人民币1700亿元）净流入。同期，日股和印度股市分别净流出60.63亿美元和2.84亿美元。</p><p>近期“唱多”中国资产的外资机构显然不只有高盛一家。</p><p>多家外资机构公开表示，以一系列增量政策出台为标志，近期中国经济政策持续加力，有力提振了社会预期和信心。同时，中国扩大高水平开放的态度明确且坚定，中长期看，中国市场、中国资产对全球投资者吸引力有望增强。</p><p>在积极“落子”中国的同时，众多外资机构和投资人也正在重新审视A股市场的投资机会，加大对中国资产的配置。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>亚洲首席经济学家陈艾亚认为，当前中国推出的一系列政策会给经济发展带来积极的影响，如稳定房地产价格、提振市场信心等。</p><p>《每日经济新闻》记者注意到，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>中国获批证券投资基金托管资格、华泰保兴基金“变身”外资系公募……这都是外资积极布局中国资产的积极变化。联博基金认为，从近期资金大量流入中国股票型基金等可看出端倪，全球资金的挪移或已开始。</p><p>业内人士预计，未来一系列开放政策将转化为更强的吸引力，外资机构对中国资产的配置热情有望持续提升。</p><p>中国人民银行副行长、国家外汇管理局局长朱鹤新在10月中旬举行的2024金融街论坛年会上明确表示，将研究制定外商直接投资（FDI）外汇便利化中期改革方案，着力提升外商直接投资汇兑便利，优化外汇登记、账户、资金使用等管理要求，简化业务流程，缩减管理链条，为外资企业在华展业兴业营造良好环境。</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>再次“超配”中国股市！高盛最新预测：A股、港股未来一年潜在回报率将达20%</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再次“超配”中国股市！高盛最新预测：A股、港股未来一年潜在回报率将达20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-05 18:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2024-11-05/doc-incuyzvi9595586.shtml><strong>sina</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月24日以来出台的一系列增量政策正不断助推中国资产的重估，在这一背景下，外资“唱多中国”的音量越来越强。在10月5日将中国股市上调至“超配”的一个月后，高盛再度发布研报“唱多”中国资产。高盛研究部首席中国股票策略师刘劲津（Kinger Lau）及团队在落款日期为11月4日（周一）的研报中，维持了对中国A股和H股的“超配（Overweight）”评级，并预计未来12个月这两个市场的潜在回报率在...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-11-05/doc-incuyzvi9595586.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/63dbbae84820ebcf51be5f5ff9419a13","relate_stocks":{"KWEB":"中国海外互联网ETF-KraneShares","YANG":"三倍做空富时中国ETF-Direxion","YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"https://finance.sina.com.cn/roll/2024-11-05/doc-incuyzvi9595586.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2481102547","content_text":"9月24日以来出台的一系列增量政策正不断助推中国资产的重估，在这一背景下，外资“唱多中国”的音量越来越强。在10月5日将中国股市上调至“超配”的一个月后，高盛再度发布研报“唱多”中国资产。高盛研究部首席中国股票策略师刘劲津（Kinger Lau）及团队在落款日期为11月4日（周一）的研报中，维持了对中国A股和H股的“超配（Overweight）”评级，并预计未来12个月这两个市场的潜在回报率在20%左右。刘劲津团队表示，从行业上看，他们更青睐消费导向型行业，而非制造业。此外，高盛在日前发布的另一份资金流向研报中指出，在截至10月30日的四周内，A股市场获得243.85亿美元（约合人民币1700亿元）净流入。该机构指出，新兴市场基金在过去一个月一直在增加对中国和北亚市场的敞口，一旦美国大选结束，笼罩在市场上的不确定性解除，这种敞口可能会迅速增加。在周一发布的研报中，刘劲津团队维持了对中国A股和H股的“超配（Overweight）”评级，并预计未来12个月这两个市场的潜在回报率在20%左右。刘劲津团队认为，在宽松措施的推动下，第四季度中国宏观经济增长将进一步增强，这有利于（A股和H股上市公司）在今年剩余几个月中营收增长和盈利能力的恢复。从行业来看，中国互联网仍是盈利上调趋势的关键因素。近期，非银行金融公司在资本市场活动和股市表现复苏的背景下获得了强劲的评级上调。“我们维持2024年（A股和H股上市公司）每股收益增长12%的预期，部分原因是2023年第四季度的基数较低，预计2025年每股收益将继续增长12%。目前，高盛对2025年盈利预测的风险是平衡的，下行风险可能集中在出口敏感行业，但上行风险可能存在于消费相关股票，这些股票可能会从日益关注需求侧刺激的政策中受益。”该团队补充道。谈及投资策略，刘劲津团队表示，“我们最近将策略偏好从离岸股票转向了在岸股票，原因是后者将更直接地受到中国人民银行的支持措施、国内散户投资者参与度上升的影响，以及过去3个月A股较H股的表现仍落后3%。”“从行业看，出于增长性和政策原因，我们更青睐消费导向型行业，而非制造业，因此我们对（A股和H股）互联网行业（消费科技）、服务业和餐饮业持‘超配’评级。从主题上看，我们主张杠铃策略（注：barbell 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