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rcjrwlc92
2022-06-21
$日元主连 2209(JPYmain)$
日元疯了吗,这次金融危机的源头从日本开始?
rcjrwlc92
2022-05-18
$A50指数主连 2205(CNmain)$
如果中国能吸引大量资金来a股用作蓄水池,那么楼市的压力就会小很多
rcjrwlc92
2022-04-25
$HK人民币主连 2206(CNHmain)$
都跑吧,跑到国外去好好过日子
rcjrwlc92
2022-04-11
$NQ100指数主连 2206(NQmain)$
a股收盘了,可以拼命地涨了
rcjrwlc92
2022-02-28
$NQ100指数主连 2203(NQmain)$
继续跌吧,俄乌短期没可能结束。
rcjrwlc92
2020-07-07
老乡,别跑,让我先走!
抱歉,原内容已删除
rcjrwlc92
2020-07-06
$A50指数主连(CNmain)$
我草,太吓人了吧,明天三辆马车继续拉,直奔3500点去了
rcjrwlc92
2020-06-11
;!!
$SP500指数主连(ESmain)$
!
rcjrwlc92
2020-03-26
$SP500指数主连(ESmain)$
美国加我们的关税,看来美股今晚还得跌啊,一起做空美股吧
rcjrwlc92
2020-03-25
$SP500指数主连(ESmain)$
多头用力过猛了吧
rcjrwlc92
2020-03-19
$道琼斯(.DJI)$
难道不是7%熔断吗,改规则了也不说一声,特没普太任性了!!
rcjrwlc92
2020-03-19
$道琼斯(.DJI)$
麻利点,看完熔断我要去睡觉了
去老虎APP查看更多动态
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如果中国能吸引大量资金来a股用作蓄水池,那么楼市的压力就会小很多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/615825534","isVote":1,"tweetType":1,"viewCount":2691,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500501721534624","authorId":"3500501721534624","name":"韭菜叶","avatar":"https://static.tigerbbs.com/4045406c8ef7d4cfbd540c0bb15faed0","crmLevel":1,"crmLevelSwitch":1,"idStr":"3500501721534624","authorIdStr":"3500501721534624"},"content":"拿什么吸引,抗原核酸方舱连花一条龙吗[笑哭]","text":"拿什么吸引,抗原核酸方舱连花一条龙吗[笑哭]","html":"拿什么吸引,抗原核酸方舱连花一条龙吗[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618311076,"gmtCreate":1650867620446,"gmtModify":1650867620446,"author":{"id":"3514569846150343","authorId":"3514569846150343","name":"rcjrwlc92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514569846150343","authorIdStr":"3514569846150343"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>麻利点,看完熔断我要去睡觉了","text":"$道琼斯(.DJI)$麻利点,看完熔断我要去睡觉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/967159751","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615825534,"gmtCreate":1652889469129,"gmtModify":1652889469129,"author":{"id":"3514569846150343","authorId":"3514569846150343","name":"rcjrwlc92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514569846150343","authorIdStr":"3514569846150343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2205(CNmain)$ </a>如果中国能吸引大量资金来a股用作蓄水池,那么楼市的压力就会小很多","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2205(CNmain)$ </a>如果中国能吸引大量资金来a股用作蓄水池,那么楼市的压力就会小很多","text":"$A50指数主连 2205(CNmain)$ 如果中国能吸引大量资金来a股用作蓄水池,那么楼市的压力就会小很多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/615825534","isVote":1,"tweetType":1,"viewCount":2691,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500501721534624","authorId":"3500501721534624","name":"韭菜叶","avatar":"https://static.tigerbbs.com/4045406c8ef7d4cfbd540c0bb15faed0","crmLevel":1,"crmLevelSwitch":1,"idStr":"3500501721534624","authorIdStr":"3500501721534624"},"content":"拿什么吸引,抗原核酸方舱连花一条龙吗[笑哭]","text":"拿什么吸引,抗原核酸方舱连花一条龙吗[笑哭]","html":"拿什么吸引,抗原核酸方舱连花一条龙吗[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967156237,"gmtCreate":1584549409829,"gmtModify":1704354925607,"author":{"id":"3514569846150343","authorId":"3514569846150343","name":"rcjrwlc92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514569846150343","authorIdStr":"3514569846150343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>难道不是7%熔断吗,改规则了也不说一声,特没普太任性了!!","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>难道不是7%熔断吗,改规则了也不说一声,特没普太任性了!!","text":"$道琼斯(.DJI)$难道不是7%熔断吗,改规则了也不说一声,特没普太任性了!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/967156237","isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514250117792485","authorId":"3514250117792485","name":"洛神葵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3514250117792485","authorIdStr":"3514250117792485"},"content":"看标普500的","text":"看标普500的","html":"看标普500的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949086956,"gmtCreate":1594096132675,"gmtModify":1704203896848,"author":{"id":"3514569846150343","authorId":"3514569846150343","name":"rcjrwlc92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514569846150343","authorIdStr":"3514569846150343"},"themes":[],"htmlText":"老乡,别跑,让我先走!","listText":"老乡,别跑,让我先走!","text":"老乡,别跑,让我先走!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/949086956","repostId":"1193739346","repostType":4,"repost":{"id":"1193739346","kind":"news","weMediaInfo":{"introduction":"图文并茂讲解中金深度研究报告","home_visible":1,"media_name":"中金点睛","id":"1012212489","head_image":"https://static.tigerbbs.com/6b16ed39660b4e0c835afdaf1c94aa75"},"pubTimestamp":1594092566,"share":"https://www.laohu8.com/m/news/1193739346?lang=&edition=full","pubTime":"2020-07-07 11:29","market":"sh","language":"zh","title":"中金:券商、银行涨势刚到一半,现在要这样布局","url":"https://stock-news.laohu8.com/highlight/detail?id=1193739346","media":"中金点睛","summary":"推动金融组估值修复的诸多因素依然强劲,板块估值修复尚未至半程。","content":"<p>作者:王瑶平,张帅帅等</p>\n<p>最近金融板块交易活跃,估值快速提升,7月6日出现券商、保险、银行诸多子板块较多股票涨停。中金金融组认为推动金融组估值修复的诸多因素依然强劲,板块估值修复尚未至半程,维持子板块券商>保险>银行的相对排序。</p>\n<p><b>推动金融板块估值修复的动力强劲,估值修复未至半程。</b></p>\n<p>我们认为,近期板块估值快速上行是如下5个因素的共同作用:1)宽货币环境下,权益类资产配置占比提升;2)全球投资者由疫情引发的风险偏好逐步修复;3)A股配置权益的资金快速增加(公募基金连续11个月募集规模超千亿元,远超2015年3-6月的纪录);4)投资者在金融行业配置较低;5)金融行业估值依然较低。上述估值修复的动力依然强劲,尤其是后三个因素或将持续推动板块重估。</p>\n<p><b>金融行业基本面和资本市场情绪有自我强化的特性,券商保险的基本面存在上行风险。</b></p>\n<p>资本市场的估值和交投直接创造金融业务的营收,券商、交易所、资管机构、保险等行业的财务指标和盈利能力,在市场趋于积极的环境下存在上行风险。我们测算,A股日均成交量每上调2000亿元,将增厚行业2020年盈利7%;保险投资收益率每上升10bp,将增厚寿险行业2020年盈利3%。</p>\n<p><b>目前板块估值依然吸引。</b></p>\n<p>目前A股券商估值回到历史均值附近,但H股券商依然低于过去五年均值,考虑到资本市场改革带来的收入结构改善,估值和市场目前的高景气依然有较大背离。保险和银行板块的H股标的估值显著低于历史均值;A股估值接近历史均值,但较2015年高点有50%-100%空间。</p>\n<p><i><span>图表: A股大券商估值略高于过去五年均值、但仍与当前市场高景气度相背离</span></i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/811e9c1c7776898cb61d1596f7442990\" tg-width=\"554\" tg-height=\"425\"><span>资料来源:万得资讯,<a href=\"https://laohu8.com/S/03908\">中金公司</a>研究部;注:收盘价截至2020/7/6</span></p>\n<p><i><span>图表: H股大券商估值仍低于过去五年平均水平、与当前市场高景气度相背离</span></i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b905a02ec29131ce02867f34ff0e0ef\" tg-width=\"553\" tg-height=\"425\"><span>资料来源:万得资讯,中金公司研究部;注:收盘价截至2020/7/6</span></p>\n<p></p>\n<p><i><span>图表:大涨后A股银行估值较2015年牛市高点仍有50%上涨空间,H股银行估值有75%上涨空间</span></i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/061015e2974ce02ed521f13c2bafac4f\" tg-width=\"1080\" tg-height=\"992\"><span>资料来源:Wind,中金公司研究部;注:图表中估值为市净率</span></p>\n<p><i><span>图表: H股保险板块历史估值</span></i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37aba376c8f68917b42d2e11fdb07266\" tg-width=\"939\" tg-height=\"436\"><span>资料来源:公司公告,Wind,中金公司研究部</span></p>\n<p><i><span>图表: A股保险板块历史估值</span></i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24dad17b427af476d450a9c0b51189f3\" tg-width=\"968\" tg-height=\"449\"><span>资料来源:公司公告,Wind,中金公司研究部</span></p>\n<p><b>中长期投资者依然需要优选个股,布局头部机构。</b></p>\n<p>短期看,投资者可从市场情绪、流通市值、A/H股价差等因素选择投资标的;中长期而言,我们认为金融各子板块都出现了基本面(营收、业务结构、风控能力等)的两极分化,建议长线投资者布局有核心竞争力和持续盈利能力的头部机构。</p>\n<p><b>风险</b></p>\n<p>宏观经济出现大幅波动;实体企业经营造成的资产质量冲击大于预期。</p>","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>中金:券商、银行涨势刚到一半,现在要这样布局</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; 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中金:券商、银行涨势刚到一半,现在要这样布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012212489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/6b16ed39660b4e0c835afdaf1c94aa75);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">中金点睛 </p>\n<p class=\"h-time\">2020-07-07 11:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>作者:王瑶平,张帅帅等</p>\n<p>最近金融板块交易活跃,估值快速提升,7月6日出现券商、保险、银行诸多子板块较多股票涨停。中金金融组认为推动金融组估值修复的诸多因素依然强劲,板块估值修复尚未至半程,维持子板块券商>保险>银行的相对排序。</p>\n<p><b>推动金融板块估值修复的动力强劲,估值修复未至半程。</b></p>\n<p>我们认为,近期板块估值快速上行是如下5个因素的共同作用:1)宽货币环境下,权益类资产配置占比提升;2)全球投资者由疫情引发的风险偏好逐步修复;3)A股配置权益的资金快速增加(公募基金连续11个月募集规模超千亿元,远超2015年3-6月的纪录);4)投资者在金融行业配置较低;5)金融行业估值依然较低。上述估值修复的动力依然强劲,尤其是后三个因素或将持续推动板块重估。</p>\n<p><b>金融行业基本面和资本市场情绪有自我强化的特性,券商保险的基本面存在上行风险。</b></p>\n<p>资本市场的估值和交投直接创造金融业务的营收,券商、交易所、资管机构、保险等行业的财务指标和盈利能力,在市场趋于积极的环境下存在上行风险。我们测算,A股日均成交量每上调2000亿元,将增厚行业2020年盈利7%;保险投资收益率每上升10bp,将增厚寿险行业2020年盈利3%。</p>\n<p><b>目前板块估值依然吸引。</b></p>\n<p>目前A股券商估值回到历史均值附近,但H股券商依然低于过去五年均值,考虑到资本市场改革带来的收入结构改善,估值和市场目前的高景气依然有较大背离。保险和银行板块的H股标的估值显著低于历史均值;A股估值接近历史均值,但较2015年高点有50%-100%空间。</p>\n<p><i><span>图表: A股大券商估值略高于过去五年均值、但仍与当前市场高景气度相背离</span></i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/811e9c1c7776898cb61d1596f7442990\" tg-width=\"554\" tg-height=\"425\"><span>资料来源:万得资讯,<a href=\"https://laohu8.com/S/03908\">中金公司</a>研究部;注:收盘价截至2020/7/6</span></p>\n<p><i><span>图表: H股大券商估值仍低于过去五年平均水平、与当前市场高景气度相背离</span></i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b905a02ec29131ce02867f34ff0e0ef\" tg-width=\"553\" tg-height=\"425\"><span>资料来源:万得资讯,中金公司研究部;注:收盘价截至2020/7/6</span></p>\n<p></p>\n<p><i><span>图表:大涨后A股银行估值较2015年牛市高点仍有50%上涨空间,H股银行估值有75%上涨空间</span></i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/061015e2974ce02ed521f13c2bafac4f\" tg-width=\"1080\" tg-height=\"992\"><span>资料来源:Wind,中金公司研究部;注:图表中估值为市净率</span></p>\n<p><i><span>图表: H股保险板块历史估值</span></i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37aba376c8f68917b42d2e11fdb07266\" tg-width=\"939\" tg-height=\"436\"><span>资料来源:公司公告,Wind,中金公司研究部</span></p>\n<p><i><span>图表: A股保险板块历史估值</span></i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24dad17b427af476d450a9c0b51189f3\" tg-width=\"968\" tg-height=\"449\"><span>资料来源:公司公告,Wind,中金公司研究部</span></p>\n<p><b>中长期投资者依然需要优选个股,布局头部机构。</b></p>\n<p>短期看,投资者可从市场情绪、流通市值、A/H股价差等因素选择投资标的;中长期而言,我们认为金融各子板块都出现了基本面(营收、业务结构、风控能力等)的两极分化,建议长线投资者布局有核心竞争力和持续盈利能力的头部机构。</p>\n<p><b>风险</b></p>\n<p>宏观经济出现大幅波动;实体企业经营造成的资产质量冲击大于预期。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{"000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193739346","content_text":"作者:王瑶平,张帅帅等\n最近金融板块交易活跃,估值快速提升,7月6日出现券商、保险、银行诸多子板块较多股票涨停。中金金融组认为推动金融组估值修复的诸多因素依然强劲,板块估值修复尚未至半程,维持子板块券商>保险>银行的相对排序。\n推动金融板块估值修复的动力强劲,估值修复未至半程。\n我们认为,近期板块估值快速上行是如下5个因素的共同作用:1)宽货币环境下,权益类资产配置占比提升;2)全球投资者由疫情引发的风险偏好逐步修复;3)A股配置权益的资金快速增加(公募基金连续11个月募集规模超千亿元,远超2015年3-6月的纪录);4)投资者在金融行业配置较低;5)金融行业估值依然较低。上述估值修复的动力依然强劲,尤其是后三个因素或将持续推动板块重估。\n金融行业基本面和资本市场情绪有自我强化的特性,券商保险的基本面存在上行风险。\n资本市场的估值和交投直接创造金融业务的营收,券商、交易所、资管机构、保险等行业的财务指标和盈利能力,在市场趋于积极的环境下存在上行风险。我们测算,A股日均成交量每上调2000亿元,将增厚行业2020年盈利7%;保险投资收益率每上升10bp,将增厚寿险行业2020年盈利3%。\n目前板块估值依然吸引。\n目前A股券商估值回到历史均值附近,但H股券商依然低于过去五年均值,考虑到资本市场改革带来的收入结构改善,估值和市场目前的高景气依然有较大背离。保险和银行板块的H股标的估值显著低于历史均值;A股估值接近历史均值,但较2015年高点有50%-100%空间。\n图表: A股大券商估值略高于过去五年均值、但仍与当前市场高景气度相背离\n资料来源:万得资讯,中金公司研究部;注:收盘价截至2020/7/6\n图表: H股大券商估值仍低于过去五年平均水平、与当前市场高景气度相背离\n资料来源:万得资讯,中金公司研究部;注:收盘价截至2020/7/6\n\n图表:大涨后A股银行估值较2015年牛市高点仍有50%上涨空间,H股银行估值有75%上涨空间\n资料来源:Wind,中金公司研究部;注:图表中估值为市净率\n图表: H股保险板块历史估值\n资料来源:公司公告,Wind,中金公司研究部\n图表: A股保险板块历史估值\n资料来源:公司公告,Wind,中金公司研究部\n中长期投资者依然需要优选个股,布局头部机构。\n短期看,投资者可从市场情绪、流通市值、A/H股价差等因素选择投资标的;中长期而言,我们认为金融各子板块都出现了基本面(营收、业务结构、风控能力等)的两极分化,建议长线投资者布局有核心竞争力和持续盈利能力的头部机构。\n风险\n宏观经济出现大幅波动;实体企业经营造成的资产质量冲击大于预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613928818,"gmtCreate":1649671697153,"gmtModify":1649671697153,"author":{"id":"3514569846150343","authorId":"3514569846150343","name":"rcjrwlc92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514569846150343","authorIdStr":"3514569846150343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2206(NQmain)$ </a>a股收盘了,可以拼命地涨了","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2206(NQmain)$ </a>a股收盘了,可以拼命地涨了","text":"$NQ100指数主连 2206(NQmain)$ a股收盘了,可以拼命地涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613928818","isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940789184,"gmtCreate":1594050335648,"gmtModify":1704203759578,"author":{"id":"3514569846150343","authorId":"3514569846150343","name":"rcjrwlc92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514569846150343","authorIdStr":"3514569846150343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$ </a>我草,太吓人了吧,明天三辆马车继续拉,直奔3500点去了","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$ </a>我草,太吓人了吧,明天三辆马车继续拉,直奔3500点去了","text":"$A50指数主连(CNmain)$ 我草,太吓人了吧,明天三辆马车继续拉,直奔3500点去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940789184","isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689703929,"gmtCreate":1655814349864,"gmtModify":1704863267828,"author":{"id":"3514569846150343","authorId":"3514569846150343","name":"rcjrwlc92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514569846150343","authorIdStr":"3514569846150343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/JPYmain\">$日元主连 2209(JPYmain)$</a>日元疯了吗,这次金融危机的源头从日本开始?","listText":"<a href=\"https://laohu8.com/FUT/JPYmain\">$日元主连 2209(JPYmain)$</a>日元疯了吗,这次金融危机的源头从日本开始?","text":"$日元主连 2209(JPYmain)$日元疯了吗,这次金融危机的源头从日本开始?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689703929","isVote":1,"tweetType":1,"viewCount":1759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618311076,"gmtCreate":1650867620446,"gmtModify":1650867620446,"author":{"id":"3514569846150343","authorId":"3514569846150343","name":"rcjrwlc92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514569846150343","authorIdStr":"3514569846150343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNHmain\">$HK人民币主连 2206(CNHmain)$ </a>都跑吧,跑到国外去好好过日子","listText":"<a href=\"https://laohu8.com/FUT/CNHmain\">$HK人民币主连 2206(CNHmain)$ </a>都跑吧,跑到国外去好好过日子","text":"$HK人民币主连 2206(CNHmain)$ 都跑吧,跑到国外去好好过日子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618311076","isVote":1,"tweetType":1,"viewCount":1561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636428223,"gmtCreate":1646055356961,"gmtModify":1646055356961,"author":{"id":"3514569846150343","authorId":"3514569846150343","name":"rcjrwlc92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514569846150343","authorIdStr":"3514569846150343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ </a>继续跌吧,俄乌短期没可能结束。","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ </a>继续跌吧,俄乌短期没可能结束。","text":"$NQ100指数主连 2203(NQmain)$ 继续跌吧,俄乌短期没可能结束。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636428223","isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":952136262,"gmtCreate":1591887307456,"gmtModify":1704197471867,"author":{"id":"3514569846150343","authorId":"3514569846150343","name":"rcjrwlc92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514569846150343","authorIdStr":"3514569846150343"},"themes":[],"htmlText":";!!<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连(ESmain)$ </a>!","listText":";!!<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连(ESmain)$ </a>!","text":";!!$SP500指数主连(ESmain)$ !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/952136262","isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929301704,"gmtCreate":1585224794808,"gmtModify":1704357425729,"author":{"id":"3514569846150343","authorId":"3514569846150343","name":"rcjrwlc92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514569846150343","authorIdStr":"3514569846150343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连(ESmain)$</a>美国加我们的关税,看来美股今晚还得跌啊,一起做空美股吧","listText":"<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连(ESmain)$</a>美国加我们的关税,看来美股今晚还得跌啊,一起做空美股吧","text":"$SP500指数主连(ESmain)$美国加我们的关税,看来美股今晚还得跌啊,一起做空美股吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929301704","isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920431339,"gmtCreate":1585097676921,"gmtModify":1704356896919,"author":{"id":"3514569846150343","authorId":"3514569846150343","name":"rcjrwlc92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514569846150343","authorIdStr":"3514569846150343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连(ESmain)$</a>多头用力过猛了吧","listText":"<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连(ESmain)$</a>多头用力过猛了吧","text":"$SP500指数主连(ESmain)$多头用力过猛了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/920431339","isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}