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IP属地:浙江
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亥亥
2020-02-13
$特斯拉(TSLA)$
[喷血]窒息
亥亥
2020-06-13
$二倍做多VIX波动率指数短期期权ETN(TVIX)$
all in了 死就死的快点 不涨5倍不会卖
亥亥
2020-02-14
$特斯拉(TSLA)$
废纸
亥亥
2020-05-06
$特斯拉(TSLA)$
刚刚才发现原来还有屏蔽功能 如果你不想看谁就拉黑谁 然后从此它发的帖子你在公共帖子区就再也不用看见了
亥亥
2019-12-21
$苹果(AAPL)$
每次给我强平之后下一秒就是暴涨涨涨涨📈[流泪][流泪][流泪]为什么[喷血]
亥亥
2020-05-05
$特斯拉(TSLA)$
下半场能拉起来不 能不能别磨叽了 做任何事情不狠是永远干不成的 可惜了这么好的大盘 至少也得拉个六八个点吧 否则都不好意思叫tsla
亥亥
2020-02-22
$特斯拉(TSLA)$
闹钟又忘记设置了。一觉醒来已经收盘了,又没进到货 郁闷[喷血][流泪]
亥亥
2019-12-21
$苹果(AAPL)$
这周怎么这么恶心 这周每天都是横盘涨幅乌龟爬从未超过0.5点 盯盘盯的我眼睛快瞎了 最后给我强平了[流泪]
亥亥
2019-12-14
$苹果(AAPL)$
爱你
亥亥
2020-06-12
$特斯拉(TSLA)$
md给我下去吧 下到500
亥亥
2019-12-03
$苹果(AAPL)$
a
亥亥
2020-05-05
$特斯拉(TSLA)$
太弱太墨迹了什么情况居然跑不赢大盘[喷血]人都去哪儿了
亥亥
2020-05-02
$特斯拉(TSLA)$
老虎是不是坏了?卖不掉。我之前设置了6块卖,后来涨到6.9了也没有帮我成交
亥亥
2020-01-23
$特斯拉(TSLA)$
敢不敢到5万?
亥亥
2019-12-13
$苹果(AAPL)$
爱我
亥亥
2019-12-26
$苹果(AAPL)$
今天就这样吧,开盘一个半小时目标达到。loved
亥亥
2019-12-25
$苹果(AAPL)$
平安夜成交量清淡。睡个好觉吧周四再战
亥亥
2020-06-12
$特斯拉(TSLA)$
垃圾大摩垃圾高盛垃圾投行[喷血]
亥亥
2020-05-27
$特斯拉(TSLA)$
现在是不管任何好消息都刺激不动你了吗[喷血]主力机构都在憋啥呢
亥亥
2020-01-04
2020.01.04 复盘笔记 by 唐钰TangYu
昨晚首次碰到黑天鹅[流泪]太可怕了😱美国攻打伊朗盘前大跌1% 焦虑紧张开盘就清仓我的3支满仓aapl期权,其中一支还是末日期权。结果开盘一秒之内就由盈转大亏,手动降了几次价格才平完[流泪]
2020.01.04 复盘笔记 by 唐钰TangYu
去老虎APP查看更多动态
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17:00","market":"hk","language":"zh","title":"狂欢继续:华尔街看好“七巨头”14%的潜在回报","url":"https://stock-news.laohu8.com/highlight/detail?id=2459628882","media":"金十数据","summary":"华尔街分析师预测,这七大科技巨头的股票仍有望在未来一年实现两位数的回报,尽管已经大幅上涨。","content":"<html><head></head><body><blockquote><p>华尔街分析师预测,这七大科技巨头的股票仍有望在未来一年实现两位数的回报,尽管已经大幅上涨。</p></blockquote><p>很多投资者都在为高歌猛进的“七巨头”担心。华尔街股市分析师却不这么看。事实上,<strong>他们预测新一轮两位数的回报指日可待</strong>。虽然投资者持怀疑态度是正确的,但即使对不了解情况的指数投资者来说,看涨的前景也是个好消息。</p><p>对于热门的大型科技股来说,这已经是一个很好的时期了。追踪这些股票表现的RoundhillMagnificentSevenETF今年的回报率高达37%,而标准普尔500指数的回报率仅为17%。人工智能芯片制造商<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.O)的股价上涨了一倍多,Facebook母公司<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>(META.O)的股价上涨了50%。只有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.O)面临需求放缓和竞争加剧,股价下跌14%。</p><p>“七巨头”的大获成功让一些人担心,这些股票涨得太快了。FactSet的数据显示,即使考虑到超高的盈利增长,这些股票明年的利润也只有31倍,而标准普尔500指数整体只有21倍。而且,这些股票的市值巨大,意味着它们占了指数的很大一部分,约30%。这导致一些投资者担心市场头重脚轻,甚至出现泡沫。</p><p>华尔街的股票分析师们显然对此并不担心。根据DataTrekResearch最近对12个月目标股价的分析,<strong>他们平均认为“七巨头”股票的近期上涨空间为14.4%</strong>,而标准普尔500指数的上涨空间仅为11.9%。</p><p><strong>华尔街预计<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.O)的涨幅最大,接近29%,其次是Alphabet(GOOGL.O)和<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.O),均为20%左右,英伟达为18%。</strong></p><p>亚马逊目前股价远低于其平均目标价的原因之一是:本月早些时候,这家在线零售巨头未能达到季度销售预期,股价下跌超过9%。不过,亚马逊本季度的业绩并没有全军覆没。该公司公布的利润好于预期,其关键的云计算业务增长了近20%。</p><p>因此,大多数分析师对这一消息不以为然:根据FactSet的数据,该公司的平均目标价从225美元降至219美元,降幅仅约3%。威廉·布莱尔公司(WilliamBlair)分析师迪伦·卡登(DylanCarden)和阿俊·巴蒂亚(ArjunBhatia)在财报发布后的一份说明中写道:“我们仍然认为,这里的发展前景更长远”。他们重申了“跑赢大盘”的评级。</p><p>华尔街并没有说“七巨头”里每一只股票都会表现出色。分析师预计,<strong>Meta和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.O)将落后于标准普尔500指数,回报率均在6%左右</strong>,而<strong>特斯拉股价预计将停滞不前</strong>,其当前价格或多或少与平均目标价相符。但值得注意的是,如果将特斯拉排除在外,华尔街对“七巨头”的看好程度更高。根据DataTrek的数据,<strong>分析师预计其余六家公司在未来12个月的回报率将接近17%。</strong></p><p>这些股票真的能继续超越竞争对手吗?DataTrak联合创始人杰西卡·拉贝(JessicaRabe)指出:“我们对分析师的目标价格持谨慎态度(你也应该如此)。”</p><p>华尔街所谓的卖方分析师是出了名的看涨派,尤其是在涉及高知名度的科技股时。部分原因是华尔街大公司希望从其分析师覆盖的公司中赢得投资银行业务。</p><p>但也因为华尔街总体上是一个看涨的地方:乐观情绪和上涨的价格会鼓励客户进行更多股票交易。事实上,一位知名市场策略师Marko Kolanovic,最近因为在<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>持续看空时间过长而失去工作。</p><p>尽管如此,正如DataTrek的拉贝所指出的,即使是对华尔街最持怀疑态度的被动投资者也应该为看涨预测欢呼雀跃。如果读者只持有先锋500指数基金,那么他也有30%的资金投资于“七巨头”指数。</p></body></html>","source":"xnew_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\" 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.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狂欢继续:华尔街看好“七巨头”14%的潜在回报\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-16 17:00 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=146033&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街分析师预测,这七大科技巨头的股票仍有望在未来一年实现两位数的回报,尽管已经大幅上涨。很多投资者都在为高歌猛进的“七巨头”担心。华尔街股市分析师却不这么看。事实上,他们预测新一轮两位数的回报指日可待。虽然投资者持怀疑态度是正确的,但即使对不了解情况的指数投资者来说,看涨的前景也是个好消息。对于热门的大型科技股来说,这已经是一个很好的时期了。追踪这些股票表现的...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=146033&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb76a261fe3c2075cc9c0b192cbb8ce3","relate_stocks":{"LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4516":"特朗普概念","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0009356076.USD":"JANUS 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INC","AMZN":"亚马逊","BK4122":"互联网与直销零售","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","BK4551":"寇图资本持仓","META":"Meta Platforms, Inc.","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","NVDA":"英伟达","BK4097":"系统软件","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4099":"汽车制造商","AAPL":"苹果","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","MSFT":"微软","BK4514":"搜索引擎"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=146033&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2459628882","content_text":"华尔街分析师预测,这七大科技巨头的股票仍有望在未来一年实现两位数的回报,尽管已经大幅上涨。很多投资者都在为高歌猛进的“七巨头”担心。华尔街股市分析师却不这么看。事实上,他们预测新一轮两位数的回报指日可待。虽然投资者持怀疑态度是正确的,但即使对不了解情况的指数投资者来说,看涨的前景也是个好消息。对于热门的大型科技股来说,这已经是一个很好的时期了。追踪这些股票表现的RoundhillMagnificentSevenETF今年的回报率高达37%,而标准普尔500指数的回报率仅为17%。人工智能芯片制造商英伟达(NVDA.O)的股价上涨了一倍多,Facebook母公司Meta Platforms(META.O)的股价上涨了50%。只有特斯拉(TSLA.O)面临需求放缓和竞争加剧,股价下跌14%。“七巨头”的大获成功让一些人担心,这些股票涨得太快了。FactSet的数据显示,即使考虑到超高的盈利增长,这些股票明年的利润也只有31倍,而标准普尔500指数整体只有21倍。而且,这些股票的市值巨大,意味着它们占了指数的很大一部分,约30%。这导致一些投资者担心市场头重脚轻,甚至出现泡沫。华尔街的股票分析师们显然对此并不担心。根据DataTrekResearch最近对12个月目标股价的分析,他们平均认为“七巨头”股票的近期上涨空间为14.4%,而标准普尔500指数的上涨空间仅为11.9%。华尔街预计亚马逊(AMZN.O)的涨幅最大,接近29%,其次是Alphabet(GOOGL.O)和微软(MSFT.O),均为20%左右,英伟达为18%。亚马逊目前股价远低于其平均目标价的原因之一是:本月早些时候,这家在线零售巨头未能达到季度销售预期,股价下跌超过9%。不过,亚马逊本季度的业绩并没有全军覆没。该公司公布的利润好于预期,其关键的云计算业务增长了近20%。因此,大多数分析师对这一消息不以为然:根据FactSet的数据,该公司的平均目标价从225美元降至219美元,降幅仅约3%。威廉·布莱尔公司(WilliamBlair)分析师迪伦·卡登(DylanCarden)和阿俊·巴蒂亚(ArjunBhatia)在财报发布后的一份说明中写道:“我们仍然认为,这里的发展前景更长远”。他们重申了“跑赢大盘”的评级。华尔街并没有说“七巨头”里每一只股票都会表现出色。分析师预计,Meta和苹果(AAPL.O)将落后于标准普尔500指数,回报率均在6%左右,而特斯拉股价预计将停滞不前,其当前价格或多或少与平均目标价相符。但值得注意的是,如果将特斯拉排除在外,华尔街对“七巨头”的看好程度更高。根据DataTrek的数据,分析师预计其余六家公司在未来12个月的回报率将接近17%。这些股票真的能继续超越竞争对手吗?DataTrak联合创始人杰西卡·拉贝(JessicaRabe)指出:“我们对分析师的目标价格持谨慎态度(你也应该如此)。”华尔街所谓的卖方分析师是出了名的看涨派,尤其是在涉及高知名度的科技股时。部分原因是华尔街大公司希望从其分析师覆盖的公司中赢得投资银行业务。但也因为华尔街总体上是一个看涨的地方:乐观情绪和上涨的价格会鼓励客户进行更多股票交易。事实上,一位知名市场策略师Marko Kolanovic,最近因为在摩根大通持续看空时间过长而失去工作。尽管如此,正如DataTrek的拉贝所指出的,即使是对华尔街最持怀疑态度的被动投资者也应该为看涨预测欢呼雀跃。如果读者只持有先锋500指数基金,那么他也有30%的资金投资于“七巨头”指数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800793720,"gmtCreate":1627316593160,"gmtModify":1627316593160,"author":{"id":"3514275889204863","authorId":"3514275889204863","name":"亥亥","avatar":"https://static.tigerbbs.com/0d6d3287064821bccf95e10b0ccbe5d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514275889204863","authorIdStr":"3514275889204863"},"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/800793720","repostId":"174543427","repostType":1,"repost":{"id":174543427,"gmtCreate":1627116040969,"gmtModify":1627294075087,"author":{"id":"3516096698306373","authorId":"3516096698306373","name":"石头","avatar":"https://static.tigerbbs.com/8477922e6df4928f290cca5cd50ce873","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516096698306373","authorIdStr":"3516096698306373"},"themes":[],"title":"什么情况下需要割肉,什么情况下可以死抗?","htmlText":"原计划周末休息两天,之后更新空间站,说一说交易策略的经验,然而鉴于最近市场的走势非常不稳定,尤其是对于中概股来说,预计可能有不少朋友被套了。那么尽量多更新些内容,等到市场稳定后在休息。 (本文原本在2021年7月24日发在空间站“石头的投资笔记”中,后官方联系希望拿出来分享给大家,于是转为公开) 北京时间2021年7月23日晚,美国市场中概股教育板块崩盘,当天下午H股中新东方突然闪崩,算是提前预告晚上的美国市场注定是继续血洗中概股。截止7月24日早收盘,主要中概股列表中已经出现两只中概股年初至今涨跌幅在-90%以上,这简直就是脚底板斩,如果未能做出及时止损,拿到现在,只剩下最后脚底板上的一层皮…… 很多朋友手里都或多或少的开始出现亏损股票,那么这些浮亏的股票到底该怎么处理,是“割肉”止损还是当条“死鱼”装死,亦或者是补仓降低成本死扛呢?今天就借此机会跟大家深入展开讨论一下,具体该怎么处理;(本篇字数近万字,涉及到的环节也很多,建议安静下来后慢慢阅读。) 首先回顾下之前发的文章,采用时间排列,这些文章之间也是相互关联: <a href=\"https://www.laohu8.com/post/156947761\" target=\"_blank\">20210702 | 6月汇总与7月计划 | 持仓股票 | 重点观察名单</a>(空间站) <a href=\"https://www.laohu8.com/post/155562622\" target=\"_blank\">实盘分析:7月策略调整 高风险带来的大机会</a>(空间站) <a href=\"https://www.laohu8.com/post/143568016\" target=\"_blank\">210709 | 7月该怎么办?| 中概股全线下跌是末日还是机会</a>(公开)","listText":"原计划周末休息两天,之后更新空间站,说一说交易策略的经验,然而鉴于最近市场的走势非常不稳定,尤其是对于中概股来说,预计可能有不少朋友被套了。那么尽量多更新些内容,等到市场稳定后在休息。 (本文原本在2021年7月24日发在空间站“石头的投资笔记”中,后官方联系希望拿出来分享给大家,于是转为公开) 北京时间2021年7月23日晚,美国市场中概股教育板块崩盘,当天下午H股中新东方突然闪崩,算是提前预告晚上的美国市场注定是继续血洗中概股。截止7月24日早收盘,主要中概股列表中已经出现两只中概股年初至今涨跌幅在-90%以上,这简直就是脚底板斩,如果未能做出及时止损,拿到现在,只剩下最后脚底板上的一层皮…… 很多朋友手里都或多或少的开始出现亏损股票,那么这些浮亏的股票到底该怎么处理,是“割肉”止损还是当条“死鱼”装死,亦或者是补仓降低成本死扛呢?今天就借此机会跟大家深入展开讨论一下,具体该怎么处理;(本篇字数近万字,涉及到的环节也很多,建议安静下来后慢慢阅读。) 首先回顾下之前发的文章,采用时间排列,这些文章之间也是相互关联: <a href=\"https://www.laohu8.com/post/156947761\" target=\"_blank\">20210702 | 6月汇总与7月计划 | 持仓股票 | 重点观察名单</a>(空间站) <a href=\"https://www.laohu8.com/post/155562622\" target=\"_blank\">实盘分析:7月策略调整 高风险带来的大机会</a>(空间站) <a href=\"https://www.laohu8.com/post/143568016\" target=\"_blank\">210709 | 7月该怎么办?| 中概股全线下跌是末日还是机会</a>(公开)","text":"原计划周末休息两天,之后更新空间站,说一说交易策略的经验,然而鉴于最近市场的走势非常不稳定,尤其是对于中概股来说,预计可能有不少朋友被套了。那么尽量多更新些内容,等到市场稳定后在休息。 (本文原本在2021年7月24日发在空间站“石头的投资笔记”中,后官方联系希望拿出来分享给大家,于是转为公开) 北京时间2021年7月23日晚,美国市场中概股教育板块崩盘,当天下午H股中新东方突然闪崩,算是提前预告晚上的美国市场注定是继续血洗中概股。截止7月24日早收盘,主要中概股列表中已经出现两只中概股年初至今涨跌幅在-90%以上,这简直就是脚底板斩,如果未能做出及时止损,拿到现在,只剩下最后脚底板上的一层皮…… 很多朋友手里都或多或少的开始出现亏损股票,那么这些浮亏的股票到底该怎么处理,是“割肉”止损还是当条“死鱼”装死,亦或者是补仓降低成本死扛呢?今天就借此机会跟大家深入展开讨论一下,具体该怎么处理;(本篇字数近万字,涉及到的环节也很多,建议安静下来后慢慢阅读。) 首先回顾下之前发的文章,采用时间排列,这些文章之间也是相互关联: 20210702 | 6月汇总与7月计划 | 持仓股票 | 重点观察名单(空间站) 实盘分析:7月策略调整 高风险带来的大机会(空间站) 210709 | 7月该怎么办?| 中概股全线下跌是末日还是机会(公开)","images":[{"img":"https://static.tigerbbs.com/55e9dbd147e34978944bba293e3e7085","width":"658","height":"685"},{"img":"https://static.tigerbbs.com/6ce97637d33917b51ba4a3e7acd7b045","width":"310","height":"231"},{"img":"https://static.tigerbbs.com/dbf44e99d0d034a2241bbc3d0e1f6d70","width":"225","height":"224"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174543427","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957439729,"gmtCreate":1593525473961,"gmtModify":1704202250142,"author":{"id":"3514275889204863","authorId":"3514275889204863","name":"亥亥","avatar":"https://static.tigerbbs.com/0d6d3287064821bccf95e10b0ccbe5d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514275889204863","authorIdStr":"3514275889204863"},"themes":[],"htmlText":"<a 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