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天灵灵
12-17 12:20
干啥啥亏 没救了
阿里巴巴：以74亿元人民币出售银泰，预计录得亏损约93亿元
天灵灵
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反着买
富国银行第四季度交易策略，建议做空特斯拉
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99%的股权。</p><p>阿里巴巴就银泰出售的所得款项总额约为人民币74亿元。阿里巴巴预计因出售银泰而录得的亏损约为人民币93亿元。</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>阿里巴巴：以74亿元人民币出售银泰，预计录得亏损约93亿元 </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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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class=\"title\">\n阿里巴巴：以74亿元人民币出售银泰，预计录得亏损约93亿元 \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\">2024-12-17 12:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月17日，阿里巴巴在港交所公告称，本公司与另一名少数股东同意将银泰100%的股权向由雅戈尔集团和银泰管理团队成员组成的购买方财团出售。阿里巴巴目前持有银泰约 99%的股权。</p><p>阿里巴巴就银泰出售的所得款项总额约为人民币74亿元。阿里巴巴预计因出售银泰而录得的亏损约为人民币93亿元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"600177":"雅戈尔","BK4122":"互联网与直销零售","BK4502":"阿里概念","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","09988":"阿里巴巴-W","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BABA":"阿里巴巴","BK4588":"碎股","BK4503":"景林资产持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101691652","content_text":"12月17日，阿里巴巴在港交所公告称，本公司与另一名少数股东同意将银泰100%的股权向由雅戈尔集团和银泰管理团队成员组成的购买方财团出售。阿里巴巴目前持有银泰约 99%的股权。阿里巴巴就银泰出售的所得款项总额约为人民币74亿元。阿里巴巴预计因出售银泰而录得的亏损约为人民币93亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359165872550016,"gmtCreate":1728694894546,"gmtModify":1728697769088,"author":{"id":"3491270264225931","authorId":"3491270264225931","name":"天灵灵","avatar":"https://static.tigerbbs.com/1c1ec772918ea7ad84c0858df9bbe227","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491270264225931","authorIdStr":"3491270264225931"},"themes":[],"htmlText":"反着买","listText":"反着买","text":"反着买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359165872550016","repostId":"2474241707","repostType":2,"repost":{"id":"2474241707","kind":"highlight","pubTimestamp":1728605163,"share":"https://www.laohu8.com/m/news/2474241707?lang=&edition=full","pubTime":"2024-10-11 08:06","market":"hk","language":"zh","title":"富国银行第四季度交易策略，建议做空特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2474241707","media":"金融界","summary":"富国银行在2024年第四季度的几大交易策略之一是做空Elon Musk的电动汽车公司特斯拉。富国银行的最佳建议之一是做空特斯拉，押注其股价将下跌。Langan表示：“我们预计由于需求下降和价格下调效果减弱，特斯拉的交付增长将放缓。”展望年底，富国银行还提出了第四季度的其他战术性交易建议：其中之一是赌场运营商Las Vegas Sands，其2024年股价上涨了约5%，远低于大盘。","content":"<html><body><div>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>在2024年第四季度的几大交易策略之一是做空Elon Musk的电动汽车公司<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（TSLA）。</p><p>截至10月，市场在月初的低迷之后有所反弹，投资者密切关注中东局势升级以及11月5日的美国总统大选。周三，股市小幅上涨，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数创下新的盘中纪录，科技股领涨，其中包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和Super Micro Computer。</p><p>富国银行的最佳建议之一是做空特斯拉，押注其股价将下跌。分析师Colin Langan的目标价为每股120美元，意味着相较周二收盘价244.50美元有超过50%的下行空间。</p><p>Langan表示：“我们预计由于需求下降和价格下调效果减弱，特斯拉的交付增长将放缓。”</p><p><img src=\"http://img.jrjimg.cn/2024/10/weixin/one_20241011080623347.png\"/></p><p>他还预计，特斯拉的汽车毛利率（不包括碳排放积分）将在公司继续降价和提供融资促销的情况下同比下滑400个基点。</p><p>“此外，我们对2025年后的Model 2需求和利润率感到担忧，”Langan补充道。“我们对其估值与‘科技七巨头’相比保持谨慎，并看到AI战略的风险。”</p><p>展望年底，富国银行还提出了第四季度的其他战术性交易建议：</p><p><img src=\"http://img.jrjimg.cn/2024/10/weixin/one_20241011080623575.png\"/></p><p>其中之一是赌场运营商Las Vegas Sands（LVS），其2024年股价上涨了约5%，远低于大盘。</p><p>富国银行分析师Dan Politzer认为，支持其每股60美元目标价的正面因素包括中国近期推出的一系列旨在提振经济的刺激措施，以及管理层对其澳门伦敦人项目的约25.5亿美元投资回报的信心。这些因素，加上盈利势头的改善，可能使Las Vegas Sands成为一个“独特的自救故事以及澳门/中国的宏观主题。”</p><p><img src=\"http://img.jrjimg.cn/2024/10/weixin/one_20241011080623772.png\"/></p><p>Politzer补充道：“我们认为LVS正走向盈利增长，并且是2025年的一个引人注目的投资机会。其施工干扰已经达到顶峰，有望在2025年逐季恢复总博彩收入份额并增加EBITDA。”</p><p>富国银行还密切关注保险服务公司Willis Towers Watson（WTW）。该公司2024年股价上涨了23%。</p><p><img src=\"http://img.jrjimg.cn/2024/10/weixin/one_20241011080623989.png\"/></p><p>富国银行分析师Elyse Greenspan预计，改善的有机收入增长、自由现金流转换和利润率增加将推动其股价上涨。Greenspan还指出，Willis 12月的投资者日可能成为股价的潜在刺激因素，届时预计公司将进一步披露其长期增长目标</p>\n<div>\n<div>\r\n 责任编辑：栎树\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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>富国银行第四季度交易策略，建议做空特斯拉</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n富国银行第四季度交易策略，建议做空特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-11 08:06 北京时间 <a href=https://usstock.jrj.com.cn/2024/10/11080643900943.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>富国银行在2024年第四季度的几大交易策略之一是做空Elon Musk的电动汽车公司特斯拉（TSLA）。截至10月，市场在月初的低迷之后有所反弹，投资者密切关注中东局势升级以及11月5日的美国总统大选。周三，股市小幅上涨，标普500指数创下新的盘中纪录，科技股领涨，其中包括亚马逊和Super Micro Computer。富国银行的最佳建议之一是做空特斯拉，押注其股价将下跌。分析师Colin ...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/10/11080643900943.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://imgcloud.jrjimg.cn/2024/10/weixin/one_20241011080623347.png","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","LU2361045086.USD":"WELLINGTON US 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(HKD) INC","SMCI":"超微电脑","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4559":"巴菲特持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4550":"红杉资本持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4551":"寇图资本持仓","BK4207":"综合性银行","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC"},"source_url":"https://usstock.jrj.com.cn/2024/10/11080643900943.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2474241707","content_text":"富国银行在2024年第四季度的几大交易策略之一是做空Elon Musk的电动汽车公司特斯拉（TSLA）。截至10月，市场在月初的低迷之后有所反弹，投资者密切关注中东局势升级以及11月5日的美国总统大选。周三，股市小幅上涨，标普500指数创下新的盘中纪录，科技股领涨，其中包括亚马逊和Super Micro Computer。富国银行的最佳建议之一是做空特斯拉，押注其股价将下跌。分析师Colin Langan的目标价为每股120美元，意味着相较周二收盘价244.50美元有超过50%的下行空间。Langan表示：“我们预计由于需求下降和价格下调效果减弱，特斯拉的交付增长将放缓。”他还预计，特斯拉的汽车毛利率（不包括碳排放积分）将在公司继续降价和提供融资促销的情况下同比下滑400个基点。“此外，我们对2025年后的Model 2需求和利润率感到担忧，”Langan补充道。“我们对其估值与‘科技七巨头’相比保持谨慎，并看到AI战略的风险。”展望年底，富国银行还提出了第四季度的其他战术性交易建议：其中之一是赌场运营商Las Vegas Sands（LVS），其2024年股价上涨了约5%，远低于大盘。富国银行分析师Dan Politzer认为，支持其每股60美元目标价的正面因素包括中国近期推出的一系列旨在提振经济的刺激措施，以及管理层对其澳门伦敦人项目的约25.5亿美元投资回报的信心。这些因素，加上盈利势头的改善，可能使Las Vegas Sands成为一个“独特的自救故事以及澳门/中国的宏观主题。”Politzer补充道：“我们认为LVS正走向盈利增长，并且是2025年的一个引人注目的投资机会。其施工干扰已经达到顶峰，有望在2025年逐季恢复总博彩收入份额并增加EBITDA。”富国银行还密切关注保险服务公司Willis Towers Watson（WTW）。该公司2024年股价上涨了23%。富国银行分析师Elyse Greenspan预计，改善的有机收入增长、自由现金流转换和利润率增加将推动其股价上涨。Greenspan还指出，Willis 12月的投资者日可能成为股价的潜在刺激因素，届时预计公司将进一步披露其长期增长目标\n\n\r\n 责任编辑：栎树","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":382476774768680,"gmtCreate":1734409218653,"gmtModify":1734411383846,"author":{"id":"3491270264225931","authorId":"3491270264225931","name":"天灵灵","avatar":"https://static.tigerbbs.com/1c1ec772918ea7ad84c0858df9bbe227","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491270264225931","authorIdStr":"3491270264225931"},"themes":[],"htmlText":"干啥啥亏 没救了","listText":"干啥啥亏 没救了","text":"干啥啥亏 没救了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382476774768680","repostId":"1101691652","repostType":2,"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359165872550016,"gmtCreate":1728694894546,"gmtModify":1728697769088,"author":{"id":"3491270264225931","authorId":"3491270264225931","name":"天灵灵","avatar":"https://static.tigerbbs.com/1c1ec772918ea7ad84c0858df9bbe227","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491270264225931","authorIdStr":"3491270264225931"},"themes":[],"htmlText":"反着买","listText":"反着买","text":"反着买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359165872550016","repostId":"2474241707","repostType":2,"repost":{"id":"2474241707","kind":"highlight","pubTimestamp":1728605163,"share":"https://www.laohu8.com/m/news/2474241707?lang=&edition=full","pubTime":"2024-10-11 08:06","market":"hk","language":"zh","title":"富国银行第四季度交易策略，建议做空特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2474241707","media":"金融界","summary":"富国银行在2024年第四季度的几大交易策略之一是做空Elon Musk的电动汽车公司特斯拉。富国银行的最佳建议之一是做空特斯拉，押注其股价将下跌。Langan表示：“我们预计由于需求下降和价格下调效果减弱，特斯拉的交付增长将放缓。”展望年底，富国银行还提出了第四季度的其他战术性交易建议：其中之一是赌场运营商Las Vegas Sands，其2024年股价上涨了约5%，远低于大盘。","content":"<html><body><div>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>在2024年第四季度的几大交易策略之一是做空Elon Musk的电动汽车公司<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（TSLA）。</p><p>截至10月，市场在月初的低迷之后有所反弹，投资者密切关注中东局势升级以及11月5日的美国总统大选。周三，股市小幅上涨，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数创下新的盘中纪录，科技股领涨，其中包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和Super Micro Computer。</p><p>富国银行的最佳建议之一是做空特斯拉，押注其股价将下跌。分析师Colin Langan的目标价为每股120美元，意味着相较周二收盘价244.50美元有超过50%的下行空间。</p><p>Langan表示：“我们预计由于需求下降和价格下调效果减弱，特斯拉的交付增长将放缓。”</p><p><img src=\"http://img.jrjimg.cn/2024/10/weixin/one_20241011080623347.png\"/></p><p>他还预计，特斯拉的汽车毛利率（不包括碳排放积分）将在公司继续降价和提供融资促销的情况下同比下滑400个基点。</p><p>“此外，我们对2025年后的Model 2需求和利润率感到担忧，”Langan补充道。“我们对其估值与‘科技七巨头’相比保持谨慎，并看到AI战略的风险。”</p><p>展望年底，富国银行还提出了第四季度的其他战术性交易建议：</p><p><img src=\"http://img.jrjimg.cn/2024/10/weixin/one_20241011080623575.png\"/></p><p>其中之一是赌场运营商Las Vegas Sands（LVS），其2024年股价上涨了约5%，远低于大盘。</p><p>富国银行分析师Dan Politzer认为，支持其每股60美元目标价的正面因素包括中国近期推出的一系列旨在提振经济的刺激措施，以及管理层对其澳门伦敦人项目的约25.5亿美元投资回报的信心。这些因素，加上盈利势头的改善，可能使Las Vegas Sands成为一个“独特的自救故事以及澳门/中国的宏观主题。”</p><p><img src=\"http://img.jrjimg.cn/2024/10/weixin/one_20241011080623772.png\"/></p><p>Politzer补充道：“我们认为LVS正走向盈利增长，并且是2025年的一个引人注目的投资机会。其施工干扰已经达到顶峰，有望在2025年逐季恢复总博彩收入份额并增加EBITDA。”</p><p>富国银行还密切关注保险服务公司Willis Towers Watson（WTW）。该公司2024年股价上涨了23%。</p><p><img src=\"http://img.jrjimg.cn/2024/10/weixin/one_20241011080623989.png\"/></p><p>富国银行分析师Elyse Greenspan预计，改善的有机收入增长、自由现金流转换和利润率增加将推动其股价上涨。Greenspan还指出，Willis 12月的投资者日可能成为股价的潜在刺激因素，届时预计公司将进一步披露其长期增长目标</p>\n<div>\n<div>\r\n 责任编辑：栎树\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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>富国银行第四季度交易策略，建议做空特斯拉</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n富国银行第四季度交易策略，建议做空特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-11 08:06 北京时间 <a href=https://usstock.jrj.com.cn/2024/10/11080643900943.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>富国银行在2024年第四季度的几大交易策略之一是做空Elon Musk的电动汽车公司特斯拉（TSLA）。截至10月，市场在月初的低迷之后有所反弹，投资者密切关注中东局势升级以及11月5日的美国总统大选。周三，股市小幅上涨，标普500指数创下新的盘中纪录，科技股领涨，其中包括亚马逊和Super Micro Computer。富国银行的最佳建议之一是做空特斯拉，押注其股价将下跌。分析师Colin ...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/10/11080643900943.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://imgcloud.jrjimg.cn/2024/10/weixin/one_20241011080623347.png","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","LU2361045086.USD":"WELLINGTON US 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(HKD) INC","SMCI":"超微电脑","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4559":"巴菲特持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4550":"红杉资本持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4551":"寇图资本持仓","BK4207":"综合性银行","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC"},"source_url":"https://usstock.jrj.com.cn/2024/10/11080643900943.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2474241707","content_text":"富国银行在2024年第四季度的几大交易策略之一是做空Elon Musk的电动汽车公司特斯拉（TSLA）。截至10月，市场在月初的低迷之后有所反弹，投资者密切关注中东局势升级以及11月5日的美国总统大选。周三，股市小幅上涨，标普500指数创下新的盘中纪录，科技股领涨，其中包括亚马逊和Super Micro Computer。富国银行的最佳建议之一是做空特斯拉，押注其股价将下跌。分析师Colin Langan的目标价为每股120美元，意味着相较周二收盘价244.50美元有超过50%的下行空间。Langan表示：“我们预计由于需求下降和价格下调效果减弱，特斯拉的交付增长将放缓。”他还预计，特斯拉的汽车毛利率（不包括碳排放积分）将在公司继续降价和提供融资促销的情况下同比下滑400个基点。“此外，我们对2025年后的Model 2需求和利润率感到担忧，”Langan补充道。“我们对其估值与‘科技七巨头’相比保持谨慎，并看到AI战略的风险。”展望年底，富国银行还提出了第四季度的其他战术性交易建议：其中之一是赌场运营商Las Vegas Sands（LVS），其2024年股价上涨了约5%，远低于大盘。富国银行分析师Dan Politzer认为，支持其每股60美元目标价的正面因素包括中国近期推出的一系列旨在提振经济的刺激措施，以及管理层对其澳门伦敦人项目的约25.5亿美元投资回报的信心。这些因素，加上盈利势头的改善，可能使Las Vegas Sands成为一个“独特的自救故事以及澳门/中国的宏观主题。”Politzer补充道：“我们认为LVS正走向盈利增长，并且是2025年的一个引人注目的投资机会。其施工干扰已经达到顶峰，有望在2025年逐季恢复总博彩收入份额并增加EBITDA。”富国银行还密切关注保险服务公司Willis Towers Watson（WTW）。该公司2024年股价上涨了23%。富国银行分析师Elyse Greenspan预计，改善的有机收入增长、自由现金流转换和利润率增加将推动其股价上涨。Greenspan还指出，Willis 12月的投资者日可能成为股价的潜在刺激因素，届时预计公司将进一步披露其长期增长目标\n\n\r\n 责任编辑：栎树","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
