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谭君忠

谭君忠

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2021-01-23

$RLX科技(RLX)$还不错😊，昨晚以为没有中，醒了一看收到意外惊喜，感谢🐯

2024-08-06

这就是韭菜根都被割的下场 [喷血] [喷血] [喷血] [喷血] [喷血]

2022-02-08

看样子是真的没用了，去年刚刚才刚刚实行4转1。现在又增发，这岂不是变花样割韭菜🦆

苏轩堂折价增发股价大跌近60%！

2021-02-17

这篇文章不错，转发给大家看

@小虎周报:美港股策略：QE火力全开，带给上半年哪些投资机会?

去老虎APP查看更多动态

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[喷血] [喷血] [喷血] [喷血] [喷血]","listText":"这就是韭菜根都被割的下场 [喷血] [喷血] [喷血] [喷血] [喷血]","text":"这就是韭菜根都被割的下场 [喷血] [喷血] [喷血] [喷血] [喷血]","images":[{"img":"https://static.tigerbbs.com/34e3497ee35b4221cfe090c2f2ba98aa"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335342890692648","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":633737702,"gmtCreate":1644318712183,"gmtModify":1644318712183,"author":{"id":"3497296266489132","authorId":"3497296266489132","name":"谭君忠","avatar":"https://static.tigerbbs.com/a30fd163076f8bcc31c64ff7f218ba65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497296266489132","authorIdStr":"3497296266489132"},"themes":[],"htmlText":"看样子是真的没用了，去年刚刚才刚刚实行4转1。现在又增发，这岂不是变花样割韭菜🦆","listText":"看样子是真的没用了，去年刚刚才刚刚实行4转1。现在又增发，这岂不是变花样割韭菜🦆","text":"看样子是真的没用了，去年刚刚才刚刚实行4转1。现在又增发，这岂不是变花样割韭菜🦆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633737702","repostId":"2204086240","repostType":2,"repost":{"id":"2204086240","kind":"news","pubTimestamp":1642524745,"share":"https://www.laohu8.com/m/news/2204086240?lang=&edition=full","pubTime":"2022-01-19 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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>苏轩堂折价增发 股价大跌近60%！</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{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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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苏轩堂折价增发 股价大跌近60%！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 00:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://usstock.jrj.com.cn/2022/01/19005234171795.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苏轩堂今日宣布增发的普通股定价，预计此次发行将令公司募得350万美元的资金。该公司此次将发行19806760股普通股，价格为每股0.18美元。预融资权证的每股售价与普通股相同，但须扣除每份预融资权证每股0.01元的行权价。 \n　　公司打算将此次募得的资金用于营运在内的一般用途。此外，公司授予承销商45天的超配权，以允许承销商认购2971014股额外的普通股，以备出现超额配售。如果这一期权被全部行使...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2022/01/19005234171795.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/e0ab8365ea89ee143187cbf51d23ba8f","relate_stocks":{"BK4007":"制药","SXTC":"苏轩堂"},"source_url":"http://usstock.jrj.com.cn/2022/01/19005234171795.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204086240","content_text":"苏轩堂今日宣布增发的普通股定价，预计此次发行将令公司募得350万美元的资金。该公司此次将发行19806760股普通股，价格为每股0.18美元。预融资权证的每股售价与普通股相同，但须扣除每份预融资权证每股0.01元的行权价。 \n　　公司打算将此次募得的资金用于营运在内的一般用途。此外，公司授予承销商45天的超配权，以允许承销商认购2971014股额外的普通股，以备出现超额配售。如果这一期权被全部行使，总募资将达到约为410万美元。根据惯例，本次发行将于2022年1月20日结束。","news_type":1},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385503019,"gmtCreate":1613560053131,"gmtModify":1613560053131,"author":{"id":"3497296266489132","authorId":"3497296266489132","name":"谭君忠","avatar":"https://static.tigerbbs.com/a30fd163076f8bcc31c64ff7f218ba65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497296266489132","authorIdStr":"3497296266489132"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385503019","repostId":"382509454","repostType":1,"repost":{"id":382509454,"gmtCreate":1613461068174,"gmtModify":1613713102654,"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":"美港股策略：QE火力全开，带给上半年哪些投资机会?","htmlText":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","listText":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","text":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。$标普500(.SPX)$ 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；$KraneShares CSI China Internet ETF(KWEB)$ 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好$美国银行(BAC)$ ，$花旗(C)$ ，$摩根士丹利(MS)$ ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","images":[{"img":"https://static.tigerbbs.com/51ce5c5fca651815c54bb9d12a0ed62b","width":"834","height":"430"},{"img":"https://static.tigerbbs.com/e1765144acda0365573baccb9a520dd6","width":"667","height":"854"},{"img":"https://static.tigerbbs.com/97caf096ca1a323e05a06e77d3cbc0e8","width":"644","height":"849"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382509454","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310445855,"gmtCreate":1611362625377,"gmtModify":1703750200903,"author":{"id":"3497296266489132","authorId":"3497296266489132","name":"谭君忠","avatar":"https://static.tigerbbs.com/a30fd163076f8bcc31c64ff7f218ba65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497296266489132","authorIdStr":"3497296266489132"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>还不错😊，昨晚以为没有中，醒了一看收到意外惊喜，感谢🐯","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>还不错😊，昨晚以为没有中，醒了一看收到意外惊喜，感谢🐯","text":"$RLX科技(RLX)$还不错😊，昨晚以为没有中，醒了一看收到意外惊喜，感谢🐯","images":[{"img":"https://static.tigerbbs.com/0e18167dc022d10eccff93bd1b3aad6d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/310445855","isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":310445855,"gmtCreate":1611362625377,"gmtModify":1703750200903,"author":{"id":"3497296266489132","authorId":"3497296266489132","name":"谭君忠","avatar":"https://static.tigerbbs.com/a30fd163076f8bcc31c64ff7f218ba65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497296266489132","authorIdStr":"3497296266489132"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>还不错😊，昨晚以为没有中，醒了一看收到意外惊喜，感谢🐯","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>还不错😊，昨晚以为没有中，醒了一看收到意外惊喜，感谢🐯","text":"$RLX科技(RLX)$还不错😊，昨晚以为没有中，醒了一看收到意外惊喜，感谢🐯","images":[{"img":"https://static.tigerbbs.com/0e18167dc022d10eccff93bd1b3aad6d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/310445855","isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":335342890692648,"gmtCreate":1722902951639,"gmtModify":1722908693002,"author":{"id":"3497296266489132","authorId":"3497296266489132","name":"谭君忠","avatar":"https://static.tigerbbs.com/a30fd163076f8bcc31c64ff7f218ba65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497296266489132","authorIdStr":"3497296266489132"},"themes":[],"htmlText":"这就是韭菜根都被割的下场 [喷血] [喷血] [喷血] [喷血] [喷血]","listText":"这就是韭菜根都被割的下场 [喷血] [喷血] [喷血] [喷血] [喷血]","text":"这就是韭菜根都被割的下场 [喷血] [喷血] [喷血] [喷血] [喷血]","images":[{"img":"https://static.tigerbbs.com/34e3497ee35b4221cfe090c2f2ba98aa"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335342890692648","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":633737702,"gmtCreate":1644318712183,"gmtModify":1644318712183,"author":{"id":"3497296266489132","authorId":"3497296266489132","name":"谭君忠","avatar":"https://static.tigerbbs.com/a30fd163076f8bcc31c64ff7f218ba65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497296266489132","authorIdStr":"3497296266489132"},"themes":[],"htmlText":"看样子是真的没用了，去年刚刚才刚刚实行4转1。现在又增发，这岂不是变花样割韭菜🦆","listText":"看样子是真的没用了，去年刚刚才刚刚实行4转1。现在又增发，这岂不是变花样割韭菜🦆","text":"看样子是真的没用了，去年刚刚才刚刚实行4转1。现在又增发，这岂不是变花样割韭菜🦆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633737702","repostId":"2204086240","repostType":2,"repost":{"id":"2204086240","kind":"news","pubTimestamp":1642524745,"share":"https://www.laohu8.com/m/news/2204086240?lang=&edition=full","pubTime":"2022-01-19 00:52","market":"us","language":"zh","title":"苏轩堂折价增发 股价大跌近60%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2204086240","media":"金融界网站","summary":"苏轩堂今日宣布增发的普通股定价，预计此次发行将令公司募得350万美元的资金。该公司此次将发行19806760股普通股，价格为每股0.18美元。预融资权证的每股售价与普通股相同，但须扣除每份预融资权证每股0.01元的行权价。 \n　　公司打算将此次募得的资金用于营运在内的一般用途。此外，公司授予承销商45天的超配权，以允许承销商认购2971014股额外的普通股，以备出现超额配售。如果这一期权被全部行使，总募资将达到约为410万美元。根据惯例，本次发行将于2022年1月20日结束。","content":"<html><body><div><p>　　<a href=\"https://laohu8.com/S/SXTC\">苏轩堂</a>今日宣布增发的普通股定价，预计此次发行将令公司募得350万美元的资金。该公司此次将发行19806760股普通股，价格为每股0.18美元。预融资权证的每股售价与普通股相同，但须扣除每份预融资权证每股0.01元的行权价。 </p>\n<p>　　公司打算将此次募得的资金用于营运在内的一般用途。此外，公司授予承销商45天的超配权，以允许承销商认购2971014股额外的普通股，以备出现超额配售。如果这一期权被全部行使，总募资将达到约为410万美元。根据惯例，本次发行将于2022年1月20日结束。</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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\" 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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苏轩堂折价增发 股价大跌近60%！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 00:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://usstock.jrj.com.cn/2022/01/19005234171795.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苏轩堂今日宣布增发的普通股定价，预计此次发行将令公司募得350万美元的资金。该公司此次将发行19806760股普通股，价格为每股0.18美元。预融资权证的每股售价与普通股相同，但须扣除每份预融资权证每股0.01元的行权价。 \n　　公司打算将此次募得的资金用于营运在内的一般用途。此外，公司授予承销商45天的超配权，以允许承销商认购2971014股额外的普通股，以备出现超额配售。如果这一期权被全部行使...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2022/01/19005234171795.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/e0ab8365ea89ee143187cbf51d23ba8f","relate_stocks":{"BK4007":"制药","SXTC":"苏轩堂"},"source_url":"http://usstock.jrj.com.cn/2022/01/19005234171795.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204086240","content_text":"苏轩堂今日宣布增发的普通股定价，预计此次发行将令公司募得350万美元的资金。该公司此次将发行19806760股普通股，价格为每股0.18美元。预融资权证的每股售价与普通股相同，但须扣除每份预融资权证每股0.01元的行权价。 \n　　公司打算将此次募得的资金用于营运在内的一般用途。此外，公司授予承销商45天的超配权，以允许承销商认购2971014股额外的普通股，以备出现超额配售。如果这一期权被全部行使，总募资将达到约为410万美元。根据惯例，本次发行将于2022年1月20日结束。","news_type":1},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385503019,"gmtCreate":1613560053131,"gmtModify":1613560053131,"author":{"id":"3497296266489132","authorId":"3497296266489132","name":"谭君忠","avatar":"https://static.tigerbbs.com/a30fd163076f8bcc31c64ff7f218ba65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497296266489132","authorIdStr":"3497296266489132"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385503019","repostId":"382509454","repostType":1,"repost":{"id":382509454,"gmtCreate":1613461068174,"gmtModify":1613713102654,"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":"美港股策略：QE火力全开，带给上半年哪些投资机会?","htmlText":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","listText":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","text":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。$标普500(.SPX)$ 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；$KraneShares CSI China Internet ETF(KWEB)$ 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好$美国银行(BAC)$ ，$花旗(C)$ ，$摩根士丹利(MS)$ ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","images":[{"img":"https://static.tigerbbs.com/51ce5c5fca651815c54bb9d12a0ed62b","width":"834","height":"430"},{"img":"https://static.tigerbbs.com/e1765144acda0365573baccb9a520dd6","width":"667","height":"854"},{"img":"https://static.tigerbbs.com/97caf096ca1a323e05a06e77d3cbc0e8","width":"644","height":"849"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382509454","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}