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锁仓做等连续涨停板哈哈
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锁仓做等连续涨停板哈哈
2023-05-17
欧洲新能源材料龙头
高盛最新研判:高配中国股票
锁仓做等连续涨停板哈哈
2019-05-30
$上证指数(000001.SH)$ 5.31海南人大会 通过改变海南未来方向 厉好海南土地储备企业。
锁仓做等连续涨停板哈哈
2019-05-29
$罗 牛 山(000735)$ 转告身边人 有想投资海南买房,直接投资上市公司有土地储备企业,赚钱变现快。海南土涨不了价,那买房还会涨价吗?。
锁仓做等连续涨停板哈哈
2019-04-02
$金龙汽车(600686)$明天高开,高走涨停,不要问为什么,明天早上打电话去问公司
锁仓做等连续涨停板哈哈
2019-04-01
$鸿博股份(002229)$
$鸿博股份(SZ002229)$
利空出尽,厉好消息接连来。。。飞吧,走出翻倍行情。
锁仓做等连续涨停板哈哈
2019-03-29
$鸿博股份(002229)$我就关心这个 ,有打钱 定金就好,那方违约都要付出 几千万。。所以好事。超级厉好。
锁仓做等连续涨停板哈哈
2019-03-29
$鸿博股份(002229)$从今天开始涨,不可以跌。没必要乱唱空。 看看能不能走出翻倍行情。拭目以待
锁仓做等连续涨停板哈哈
2019-03-28
$鸿博股份(002229)提前恭喜收购成功
锁仓做等连续涨停板哈哈
2019-03-26
鸿博股份(002229)$赌未来收购30%进入
5g
时代,弗兰德 会不会同时走向科创板, 未来创造无数可能背后,理想投资,感性人生。追美
好未来
。
$御银股份(SZ002177)$
$N永冠(SH603681)$
$N青农(SZ002958)$
$漫步者(SZ002351)$
$大港股份(SZ002077)$
$多伦科技(SH603528)$
$同有科技(SZ300302)$
$凯发电气(SZ300407)$
锁仓做等连续涨停板哈哈
2019-03-23
$鸿博股份(002229)$国际机构减持,资金流入中国a股,中国科创板开始,金融改革开放,是历史时刻,国际机构怎么错过,国际跌就是减持来a股。
锁仓做等连续涨停板哈哈
2018-06-27
神秘人物帮忙
$地素时尚(603587)$#地素时尚# 不了解企业股权结构 下载 APP 天眼查 查一下企业那些股东。马云到底跟这家姓马什么关系,一直用人脉资源和资金短短入资几年业绩就一直往上涨。
神秘人物帮忙
去老虎APP查看更多动态
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href=https://mp.weixin.qq.com/s?__biz=MjM5MDIwNDEyMg==&mid=2651021882&idx=2&sn=dc865c0ee3e5b1798f8ade9c9a6cf368&chksm=bdbfab8f8ac8229907961934e09d83ce9928a29d16c3faba8e9309689cb599729fad23bfa24e><strong>上证报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛预计,2023年中国的每股盈余(EPS)增长有望达到17%。并且包括对冲基金在内的海外机构投资者对中国市场的配置仍有上升空间,如果企业盈利增长,促进市场信心提升,全球范围内的观望资金都有望回流。“几乎世界各地的GDP增长都在放缓,特别是美国和欧洲。但在去年的低基数上,中国正在恢复GDP增长。我们预计中国今年的GDP增长总体上将是6%,明年将放缓一些,约为4.8%,但表现仍然强劲。”高盛亚太首席...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MDIwNDEyMg==&mid=2651021882&idx=2&sn=dc865c0ee3e5b1798f8ade9c9a6cf368&chksm=bdbfab8f8ac8229907961934e09d83ce9928a29d16c3faba8e9309689cb599729fad23bfa24e\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"GS":"高盛"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5MDIwNDEyMg==&mid=2651021882&idx=2&sn=dc865c0ee3e5b1798f8ade9c9a6cf368&chksm=bdbfab8f8ac8229907961934e09d83ce9928a29d16c3faba8e9309689cb599729fad23bfa24e","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122224905","content_text":"高盛预计,2023年中国的每股盈余(EPS)增长有望达到17%。并且包括对冲基金在内的海外机构投资者对中国市场的配置仍有上升空间,如果企业盈利增长,促进市场信心提升,全球范围内的观望资金都有望回流。“几乎世界各地的GDP增长都在放缓,特别是美国和欧洲。但在去年的低基数上,中国正在恢复GDP增长。我们预计中国今年的GDP增长总体上将是6%,明年将放缓一些,约为4.8%,但表现仍然强劲。”高盛亚太首席股票策略师慕天辉(Timothy Moe)日前在媒体交流会上这样表示。经济的快速复苏为中国权益资产的表现奠定了基础。高盛预计,2023年中国的每股盈余(EPS)增长有望达到17%。并且包括对冲基金在内的海外机构投资者对中国市场的配置仍有上升空间,如果企业盈利增长,促进市场信心提升,全球范围内的观望资金都有望回流。建议高配中国股票“从长期战略角度来看,我们建议高配中国股票。”慕天辉表示。他分析,几乎世界各地的GDP增长都在放缓,特别是美国和欧洲,但在去年的低基数上,中国正在恢复GDP增长,而且增长仍然相当强劲。与此同时,中国市场政策层面对于增长的支持力度仍然是显著的。“各种现象都表明政府把增长作为核心政策方向之一来关注。”慕天辉表示,“例如,房地产市场的政策一直在改善,对互联网平台公司的监管也在放松。监管对平台公司正在采取更有建设性的态度,并认识到他们是整个经济的关键组成部分之一。”此外,中国股市与美国股市的相关性较低。“基于对美国整体经济的担忧,对债务上限谈判的担忧,以及对市场估值和盈利增长不匹配的担忧,我们认为美国股市可能在今年夏季会出现调整。如果担心美国股市的潜在调整,那么中国A股是非常好的对冲配置。因此我们战略上看好A股。”慕天辉特别提及了全球不同类型投资基金对中国资产的配置。他表示,对冲基金往往更关注短期市场变化。从去年四季度到2023年1月,对冲基金对中国的投资出现过一拨迅速和明显的改善,峰值达到自身历史分位的91%。而目前这一数值回落至大约56%。“对冲基金承担风险的意愿更高,但获利了结的速度也更快。这意味着,如果投资者对盈利潜力的信心增强,对冲基金仍有多余的现金布局,快速重新评估风险。”另一方面,关注更长市场周期的共同基金目前对于中国的投资相对更保守,配置水平大约位于历史的23%分位。在共同基金内部,新兴市场基金对中国的配置大概处在历史分位的70%左右;而以美国为代表的全球基金对中国的风险敞口处在历史分位的8%。在慕天辉看来,如果信心水平提高,海外基金对中国股票的持仓还有很大的提升空间:“如果中国的股票能够恢复势头,开始在价格上有所表现,全球范围内都有观望资金来为市场添加‘燃料’。当然前提是,我们必须看到基本面的稳定和改善。”中国引领亚洲地区盈利复苏对于亚太地区的整体表现,慕天辉分享了三个主要观点。首先,继2022年疲软表现后,亚太地区的盈利增长在2023年开始恢复,并且这一复苏趋势在2024年有望更加明显。就整个地区而言,高盛预测,今年的盈利增长为2%,2024年的盈利增长为17%左右。“当然不同市场内部的复苏差异同样显著。我们认为,中国今年将有最好的盈利增长表现,预计2023年中国的每股盈余(EPS)增长约为17%。但北亚,特别是韩国等地区将出现显著的盈利负增长,这主要是源自半导体行业的挑战。”但慕天辉提示,在2024年走出周期底部后,半导体行业的利润将有非常明显的恢复,预计将贡献韩国市场2024年60-70%的EPS增长。其次,就估值而言,慕天辉认为,亚太地区整体估值大致处于合理区间。“我们认为中国现在被低估了,但就整个地区而言,亚太市场的估值基本合理。”“这意味着估值不会有太大的变化,真正成为股票价格关键驱动力的将是基本的盈利增长。因此,关键变量在于2024年亚太地区整体利润增长的预期。”慕天辉表示。同时,从外资流向来看,高盛的统计数据显示,自2020年初疫情发生以来至最近的阶段低点,外资在亚洲除中国外的新兴市场地区总共净卖出了约1140亿美元;而从低点至今,外资大约回流了220亿美元,这意味只有大约20%的资金出现回流。“该地区的整体投资者仓位仍然相当保守,这是我们对整体市场持积极看法的额外原因之一:不仅盈利增长强劲,估值合理,而且投资者对其的风险偏好有较大的增长空间。我们预计未来应该会有更多积极的资金流动出现。”慕天辉说。看好国有企业重估和专精特新“小巨人”在对A股市场的整体看好下,哪些行业值得配置?慕天辉提及上市国有企业的投资机遇:“国有企业目前的表现优于私有企业,这在全球投资者中都具有很大的吸引力。我们认为,在国有企业领域有很多机会,因为许多国有企业的业绩和盈利能力正在改善。”高盛研究团队此前在研报中表示,投资于技术(即未来增长)及股东分红是实现国企估值上行的关键。驱动国企股票跑赢市场的潜在因素包括:行业所获的政策支持、稳定的净资产回报率、高研发投入、高股息分红和回购,以及股东与管理层利益的一致性。此外,“专精特新小巨人”也成为了高盛2023年的投资关键词。慕天辉表示,“小巨人”指的是掌握了重点科技的中小型企业,例如硬技术、生物技术或者是清洁能源。这一类企业往往都是政府筛选作为后续政策支持或者发展的重点企业,分布于政策支持的各个关键领域。高盛表示,专精特新“小巨人”具有5个重要的共同点,分别为靠盈利增长拉动回报、总市值不太高、处于增长比较好的行业、估值不能太贵,以及受益于政策支持。美联储需要更多时间确认通胀下行“考虑到全球经济状况和不同资产的估值,我们在短期内对全球资产市场普遍持中立到略微谨慎的态度。”慕天辉表示。高盛的主要观点是,短期内看好现金以及大宗商品。“因为我们认为,许多大宗商品包括石油和非贵金属,在结构性供应受限的背景下,其目前的市场定价仍有不少上涨空间。”慕天辉表示,“至于市场最关注的股票,我们持中性观点,我们更看好美国以外的市场。例如欧洲、亚太除日本以外等地区的股票,我们更乐观一点。”不过从宏观经济来看,慕天辉提及高盛对美国经济的预期较市场共识更为乐观:该机构预计美国经济今年衰退的概率大约为35%,而市场共识是60%左右。“我们对经济的看法比共识更积极的关键原因是,劳动力市场仍然相当强劲。我们认为,劳动力市场的调整可以在失业率没有太大上升的情况下实现。”慕天辉表示。劳动力市场的强劲表现也直接影响到了高盛对于美联储加息路径的预测。“美联储刚刚在5月FOMC会议上将利率提高到5%。我们一致认为这是美联储今年的最后一次加息。”慕天辉说。但与市场预期不同的是,市场预计美联储在明年1月之前会降息4次。而高盛认为美联储将按兵不动,直到2024年第二季度。原因在于美联储需要更多的时间确保通胀水平下行。“这一判断的依据仍是我们认为美国经济仍将比一致预期更强。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":906733082,"gmtCreate":1559183171346,"gmtModify":1704697870375,"author":{"id":"3491686829437089","authorId":"3491686829437089","name":"锁仓做等连续涨停板哈哈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491686829437089","authorIdStr":"3491686829437089"},"themes":[],"htmlText":"$上证指数(000001.SH)$ 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厉好海南土地储备企业。","images":[{"img":"https://static.tigerbbs.com/2938680e428e50699c098becd5d4abb2"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/906733082","isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485338771748296","authorId":"3485338771748296","name":"圣地麦加","avatar":"https://static.tigerbbs.com/89fed6d6407affa945a1b6bdcaf275c8","crmLevel":3,"crmLevelSwitch":0,"idStr":"3485338771748296","authorIdStr":"3485338771748296"},"content":"你们大a所谓的利好就是讲故事吗?","text":"你们大a所谓的利好就是讲故事吗?","html":"你们大a所谓的利好就是讲故事吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":906528553,"gmtCreate":1559095550672,"gmtModify":1704697663602,"author":{"id":"3491686829437089","authorId":"3491686829437089","name":"锁仓做等连续涨停板哈哈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491686829437089","authorIdStr":"3491686829437089"},"themes":[],"htmlText":"$罗 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<a href=\"\">$鸿博股份(SZ002229)$</a> 利空出尽,厉好消息接连来。。。飞吧,走出翻倍行情。","listText":"$鸿博股份(002229)$ <a href=\"\">$鸿博股份(SZ002229)$</a> 利空出尽,厉好消息接连来。。。飞吧,走出翻倍行情。","text":"$鸿博股份(002229)$ $鸿博股份(SZ002229)$ 利空出尽,厉好消息接连来。。。飞吧,走出翻倍行情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451706","isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449043,"gmtCreate":1553857262051,"gmtModify":1704795633694,"author":{"id":"3491686829437089","authorId":"3491686829437089","name":"锁仓做等连续涨停板哈哈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491686829437089","authorIdStr":"3491686829437089"},"themes":[],"htmlText":"$鸿博股份(002229)$我就关心这个 ,有打钱 定金就好,那方违约都要付出 几千万。。所以好事。超级厉好。","listText":"$鸿博股份(002229)$我就关心这个 ,有打钱 定金就好,那方违约都要付出 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target=\"_blank\">好未来</a> 。 <a href=\"https://r.tigerbbs.com/lp5k\" target=\"_blank\">$御银股份(SZ002177)$</a> <a href=\"https://r.tigerbbs.com/lp5l\" target=\"_blank\">$N永冠(SH603681)$</a> <a href=\"https://r.tigerbbs.com/lp5m\" target=\"_blank\">$N青农(SZ002958)$</a> <a href=\"https://r.tigerbbs.com/lp5n\" target=\"_blank\">$漫步者(SZ002351)$</a> <a href=\"https://r.tigerbbs.com/lp5o\" target=\"_blank\">$大港股份(SZ002077)$</a> <a href=\"https://r.tigerbbs.com/lp5p\" target=\"_blank\">$多伦科技(SH603528)$</a> <a href=\"https://r.tigerbbs.com/lp5q\" target=\"_blank\">$同有科技(SZ300302)$</a> <a href=\"https://r.tigerbbs.com/lp5r\" target=\"_blank\">$凯发电气(SZ300407)$</a>","text":"鸿博股份(002229)$赌未来收购30%进入 5g 时代,弗兰德 会不会同时走向科创板, 未来创造无数可能背后,理想投资,感性人生。追美 好未来 。 $御银股份(SZ002177)$ $N永冠(SH603681)$ $N青农(SZ002958)$ $漫步者(SZ002351)$ $大港股份(SZ002077)$ $多伦科技(SH603528)$ $同有科技(SZ300302)$ $凯发电气(SZ300407)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443403","isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441293,"gmtCreate":1553341716855,"gmtModify":1704794619442,"author":{"id":"3491686829437089","authorId":"3491686829437089","name":"锁仓做等连续涨停板哈哈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491686829437089","authorIdStr":"3491686829437089"},"themes":[],"htmlText":"$鸿博股份(002229)$国际机构减持,资金流入中国a股,中国科创板开始,金融改革开放,是历史时刻,国际机构怎么错过,国际跌就是减持来a股。","listText":"$鸿博股份(002229)$国际机构减持,资金流入中国a股,中国科创板开始,金融改革开放,是历史时刻,国际机构怎么错过,国际跌就是减持来a股。","text":"$鸿博股份(002229)$国际机构减持,资金流入中国a股,中国科创板开始,金融改革开放,是历史时刻,国际机构怎么错过,国际跌就是减持来a股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441293","isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209812,"gmtCreate":1530105122761,"gmtModify":1704895665022,"author":{"id":"3491686829437089","authorId":"3491686829437089","name":"锁仓做等连续涨停板哈哈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491686829437089","authorIdStr":"3491686829437089"},"themes":[],"title":"神秘人物帮忙","htmlText":"$地素时尚(603587)$#地素时尚# 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