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03-05

还没赚钱呢就破新高了

比特币突破历史新高，今年涨逾60%

2023-12-14

笑死

高盛2024年中国股市展望：估值处于历史低位，高配A股

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23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月5日，比特币涨破69000美元/枚，创历史新高，今年迄今累涨62.64%。美股加密货币概念股多数上涨，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨近6%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超4%，<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0566f5be947dda0c467d0bdaa543eb4\" title=\"\" tg-width=\"595\" tg-height=\"299\"/></p><p style=\"text-align: start;\">比特币在2024年迄今已经上涨了约62%，超过了全球股市，并在整个数字资产市场传播了乐观情绪。具有讽刺意味的是，比特币的复苏在很大程度上要归功于一个长期对加密货币怀有敌意的监管机构：美国证交会，今年1月初，它批准了比特币现货ETF。源源不断的资金涌入贝莱德和富达投资等重量级投资公司发行的ETF，在不到两个月的时间里录得超过70亿美元的净流入。OSL SG Pte交易主管Stefan von Haenisch表示：“以现货ETF目前的势头以及即将到来的‘减半’说法，突破历史高点可能会唤醒目前在场外观察市场的参与者真正的FOMO情绪——害怕错过机会。”</p><p style=\"text-align: start;\">市场对比特币价格在3月底升至8万美元的预期越来越高。来自Deribit和Amberdata的数据显示，在3月29日到期的短期看涨期权，执行价格分别为7万美元、7.5万美元和8万美元，未平仓合约数量在过去24小时有所增加。芝加哥商品交易所集团的比特币和以太坊期货市场的未平仓合约数量距离各自的历史最高水平仅有1.8%。这些未平仓合约数量的增加表明美国机构对加密货币相关投资和对冲的兴趣在增加。</p><p style=\"text-align: justify;\">加密资产管理公司CoinShares的研究助理Luke Nolan表示：“上周末，我们看到虚值看涨期权的买盘出现放缓，但一些头脑冷静的人在下跌时买入。本周初我们又看到买入活动恢复，许多3月份到期的虚值看涨期权集中在6.5万美元、7万美元(历史高点)，其他一些看涨期权集中在7.5万美元和8万美元。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b6ee35d5e3953381b46896042cc8e62","relate_stocks":{"MARA":"Marathon Digital Holdings Inc","BK4595":"比特币概念","EZBC":"Franklin Bitcoin ETF","BK4585":"ETF&股票定投概念","IBIT":"iShares Bitcoin Trust","BRRR":"Valkyrie Bitcoin Fund","BK4526":"热门中概股","EBON":"亿邦国际","BTCO":"Invesco Galaxy Bitcoin ETF","BTCW":"WisdomTree Bitcoin Fund","COIN":"Coinbase Global, Inc.","HODL":"VanEck Bitcoin Trust ETF","FBTC":"Fidelity Wise Origin Bitcoin Fund","GBTC":"Grayscale Bitcoin Trust","DEFI":"Hashdex Bitcoin ETF","MSTR":"MicroStrategy","BK4170":"电脑硬件、储存设备及电脑周边","BK4594":"比特币ETF概念","BITB":"Bitwise Bitcoin ETF","CAN":"嘉楠科技","BITO":"ProShares Bitcoin ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164698685","content_text":"3月5日，比特币涨破69000美元/枚，创历史新高，今年迄今累涨62.64%。美股加密货币概念股多数上涨，嘉楠科技涨近6%，Coinbase涨超4%，CleanSpark涨超1%。比特币在2024年迄今已经上涨了约62%，超过了全球股市，并在整个数字资产市场传播了乐观情绪。具有讽刺意味的是，比特币的复苏在很大程度上要归功于一个长期对加密货币怀有敌意的监管机构：美国证交会，今年1月初，它批准了比特币现货ETF。源源不断的资金涌入贝莱德和富达投资等重量级投资公司发行的ETF，在不到两个月的时间里录得超过70亿美元的净流入。OSL SG Pte交易主管Stefan von Haenisch表示：“以现货ETF目前的势头以及即将到来的‘减半’说法，突破历史高点可能会唤醒目前在场外观察市场的参与者真正的FOMO情绪——害怕错过机会。”市场对比特币价格在3月底升至8万美元的预期越来越高。来自Deribit和Amberdata的数据显示，在3月29日到期的短期看涨期权，执行价格分别为7万美元、7.5万美元和8万美元，未平仓合约数量在过去24小时有所增加。芝加哥商品交易所集团的比特币和以太坊期货市场的未平仓合约数量距离各自的历史最高水平仅有1.8%。这些未平仓合约数量的增加表明美国机构对加密货币相关投资和对冲的兴趣在增加。加密资产管理公司CoinShares的研究助理Luke Nolan表示：“上周末，我们看到虚值看涨期权的买盘出现放缓，但一些头脑冷静的人在下跌时买入。本周初我们又看到买入活动恢复，许多3月份到期的虚值看涨期权集中在6.5万美元、7万美元(历史高点)，其他一些看涨期权集中在7.5万美元和8万美元。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252039644958896,"gmtCreate":1702551424219,"gmtModify":1702558938930,"author":{"id":"3477533705757983","authorId":"3477533705757983","name":"老君啊","avatar":"https://static.tigerbbs.com/ab350bd4a41b0f2b4b7441fad3797fc9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3477533705757983","authorIdStr":"3477533705757983"},"themes":[],"htmlText":"笑死","listText":"笑死","text":"笑死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252039644958896","repostId":"1183297940","repostType":2,"repost":{"id":"1183297940","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":1702548349,"share":"https://www.laohu8.com/m/news/1183297940?lang=&edition=full","pubTime":"2023-12-14 18:05","market":"sh","language":"zh","title":"高盛2024年中国股市展望：估值处于历史低位，高配A股","url":"https://stock-news.laohu8.com/highlight/detail?id=1183297940","media":"老虎资讯综合","summary":"预计互联网、消费板块盈利增长预期向好。","content":"<html><head></head><body><p>高盛研究部的首席中国股票策略师刘劲津 (Kinger Lau)及团队对中国股市保持谨慎乐观，认为经济情势改善有望推动企业盈利回升，且因A股估值处于历史低位，维持对A股的“高配”立场。</p><p>高盛研究部预计2024年MSCI中国指数和沪深300指数成分股将分别实现10%和11%的盈利增长，与今年表现接近（市场预测增速分别为8%和10%）。由于中国A股市场对于地缘政治和流动性因素的敏感性较低，股票风险溢价较高，而且与国内政策利好及国家增长目标的匹配度更佳，高盛团队认为中国A股市场的策略投资理由十分充分。</p><p>未来12个月，高盛研究部维持在区域内对中国A股的高配建议，但考虑到回报与风险收益比率可能较A股低，团队将离岸中国股市的配置建议调整为持有，以反映出更具差异化和针对性的投资策略。</p><p>从行业来看，<strong>高盛股票策略团队预计互联网、消费板块盈利增长预期向好。</strong>高盛团队亦认为大众市场消费股、部分出口企业以及几个题材（人工智能、新基建、 “小巨人”、国内公司治理领军者）可能会随着中国经济再平衡而表现出色。</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 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Lau)及团队对中国股市保持谨慎乐观，认为经济情势改善有望推动企业盈利回升，且因A股估值处于历史低位，维持对A股的“高配”立场。高盛研究部预计2024年MSCI中国指数和沪深300指数成分股将分别实现10%和11%的盈利增长，与今年表现接近（市场预测增速分别为8%和10%）。由于中国A股市场对于地缘政治和流动性因素的敏感性较低，股票风险溢价较高，而且与国内政策利好及国家增长目标的匹配度更佳，高盛团队认为中国A股市场的策略投资理由十分充分。未来12个月，高盛研究部维持在区域内对中国A股的高配建议，但考虑到回报与风险收益比率可能较A股低，团队将离岸中国股市的配置建议调整为持有，以反映出更具差异化和针对性的投资策略。从行业来看，高盛股票策略团队预计互联网、消费板块盈利增长预期向好。高盛团队亦认为大众市场消费股、部分出口企业以及几个题材（人工智能、新基建、 “小巨人”、国内公司治理领军者）可能会随着中国经济再平衡而表现出色。","news_type":1},"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}