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开车么
2020-09-05
$西方石油(OXY)$
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开车么
2018-06-15
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开车么
2020-01-23
$西方石油(OXY)$
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开车么
2020-10-27
这篇文章不错,转发给大家看看
@小虎周报:港股周策略:全面牛市兑现,蚂蚁集团掀IPO高潮
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不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301440038","repostId":"301519739","repostType":1,"repost":{"id":301519739,"gmtCreate":1603684084917,"gmtModify":1703830336951,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"港股周策略:全面牛市兑现,蚂蚁集团掀IPO高潮","htmlText":"报告要点 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href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>难顶啊","text":"$西方石油(OXY)$难顶啊","images":[{"img":"https://static.tigerbbs.com/c65898371d463459c3ab3b52d51fd2d1","width":"1125","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/916728884","isVote":1,"tweetType":1,"viewCount":1634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":301440038,"gmtCreate":1603730029224,"gmtModify":1703830536381,"author":{"id":"3485604174979925","authorId":"3485604174979925","name":"开车么","avatar":"https://static.laohu8.com/82c673f9231e90b73fc5cf93f1a4a6f0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3485604174979925","idStr":"3485604174979925"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301440038","repostId":"301519739","repostType":1,"repost":{"id":301519739,"gmtCreate":1603684084917,"gmtModify":1703830336951,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"港股周策略:全面牛市兑现,蚂蚁集团掀IPO高潮","htmlText":"报告要点 一、市场环境:全面牛市已来 二、港股风格:金融股开启牛市征途,中长期具备持续性 三、IPO进程:蚂蚁集团将IPO打新推向高潮! 摘要:在目前欧美锁定宽松和国内经济复苏趋势下,近期券商、银行延续着领涨表现,我们建议继续关注港股新经济,头部券商、银行、内房的补涨需求,预计仍有可观上涨空间。2)同时,近期美港股IPO也迎来高潮,陆金所将在下周五抢先登陆美股,<a target=\"_blank\" href=\"https://laohu8.com/S/90016\">$蚂蚁集团(临时)(90016)$</a> 则在上周通过港交所聆讯,预计本周二开启招股,11月初A+H同步上市,相信有助于带动已上市的金融科技板块整体估值。 正文部分 一、全面牛市已来 <a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 连续四周回升,继续验证了在全球宽松、港交所改革、经济改善、人民币强势的多重背景下,港股几乎不太具备显著的利空。其从位置上看,指数下跌空间有限,中期几乎只能是上涨的逻辑。 从政策前景看,和过去依赖货币政策可能会导致资产泡沫(体现为快牛行情)或套利横行相比,如今货币政策常态化后,把包袱压在财政政策上(比如大量的政府债、地方债),从这个角度来看,传统企业的投资能见度未来并不会仓促结束。除此之外,中国**第十九届五中全会周一开始在北京闭门举行,其中“十四五”规划,“双循环”等议题备受关注。 二、金融股开启牛市征途,中长期具备持续性 在目前欧美锁定宽松和国内经济复苏趋势下,我们看到近期券商、银行延续领涨的表现。 从全球范围内看,相比于欧美银行业息差收窄,且利率将长期维持在绝对低位,中国银行业则处在息差稳定,资产规模不断扩大的状态,相应的头部企业盈利稳健,是银行本轮上涨的内因。而这些逻辑","listText":"报告要点 一、市场环境:全面牛市已来 二、港股风格:金融股开启牛市征途,中长期具备持续性 三、IPO进程:蚂蚁集团将IPO打新推向高潮! 摘要:在目前欧美锁定宽松和国内经济复苏趋势下,近期券商、银行延续着领涨表现,我们建议继续关注港股新经济,头部券商、银行、内房的补涨需求,预计仍有可观上涨空间。2)同时,近期美港股IPO也迎来高潮,陆金所将在下周五抢先登陆美股,<a target=\"_blank\" href=\"https://laohu8.com/S/90016\">$蚂蚁集团(临时)(90016)$</a> 则在上周通过港交所聆讯,预计本周二开启招股,11月初A+H同步上市,相信有助于带动已上市的金融科技板块整体估值。 正文部分 一、全面牛市已来 <a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 连续四周回升,继续验证了在全球宽松、港交所改革、经济改善、人民币强势的多重背景下,港股几乎不太具备显著的利空。其从位置上看,指数下跌空间有限,中期几乎只能是上涨的逻辑。 从政策前景看,和过去依赖货币政策可能会导致资产泡沫(体现为快牛行情)或套利横行相比,如今货币政策常态化后,把包袱压在财政政策上(比如大量的政府债、地方债),从这个角度来看,传统企业的投资能见度未来并不会仓促结束。除此之外,中国**第十九届五中全会周一开始在北京闭门举行,其中“十四五”规划,“双循环”等议题备受关注。 二、金融股开启牛市征途,中长期具备持续性 在目前欧美锁定宽松和国内经济复苏趋势下,我们看到近期券商、银行延续领涨的表现。 从全球范围内看,相比于欧美银行业息差收窄,且利率将长期维持在绝对低位,中国银行业则处在息差稳定,资产规模不断扩大的状态,相应的头部企业盈利稳健,是银行本轮上涨的内因。而这些逻辑","text":"报告要点 一、市场环境:全面牛市已来 二、港股风格:金融股开启牛市征途,中长期具备持续性 三、IPO进程:蚂蚁集团将IPO打新推向高潮! 摘要:在目前欧美锁定宽松和国内经济复苏趋势下,近期券商、银行延续着领涨表现,我们建议继续关注港股新经济,头部券商、银行、内房的补涨需求,预计仍有可观上涨空间。2)同时,近期美港股IPO也迎来高潮,陆金所将在下周五抢先登陆美股,$蚂蚁集团(临时)(90016)$ 则在上周通过港交所聆讯,预计本周二开启招股,11月初A+H同步上市,相信有助于带动已上市的金融科技板块整体估值。 正文部分 一、全面牛市已来 $恒生指数(HSI)$ 连续四周回升,继续验证了在全球宽松、港交所改革、经济改善、人民币强势的多重背景下,港股几乎不太具备显著的利空。其从位置上看,指数下跌空间有限,中期几乎只能是上涨的逻辑。 从政策前景看,和过去依赖货币政策可能会导致资产泡沫(体现为快牛行情)或套利横行相比,如今货币政策常态化后,把包袱压在财政政策上(比如大量的政府债、地方债),从这个角度来看,传统企业的投资能见度未来并不会仓促结束。除此之外,中国**第十九届五中全会周一开始在北京闭门举行,其中“十四五”规划,“双循环”等议题备受关注。 二、金融股开启牛市征途,中长期具备持续性 在目前欧美锁定宽松和国内经济复苏趋势下,我们看到近期券商、银行延续领涨的表现。 从全球范围内看,相比于欧美银行业息差收窄,且利率将长期维持在绝对低位,中国银行业则处在息差稳定,资产规模不断扩大的状态,相应的头部企业盈利稳健,是银行本轮上涨的内因。而这些逻辑","images":[{"img":"https://static.tigerbbs.com/c437094924b8b6795fc1bfd8fb1e562d","width":"1019","height":"697"},{"img":"https://static.tigerbbs.com/fc467847e969d03f92957e4b8a9e84a8","width":"944","height":"633"},{"img":"https://static.tigerbbs.com/6973254d820ebe3cee56cd599ef017e7","width":"976","height":"583"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301519739","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}