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等袭
2021-03-04
$Property Solutions Acquisition Corp(PSAC)$
你们都看好最后谁来接棒，不跌才怪
等袭
2020-11-17
**收购
抱歉，原内容已删除
等袭
2020-09-30
这篇文章不错，转发给大家看看
抱歉，原内容已删除
等袭
2020-06-06
$传奇生物(LEGN)$
感谢老虎，捡了150美金走了
去老虎APP查看更多动态
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Corp(PSAC)$你们都看好最后谁来接棒，不跌才怪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364854534","isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307212429,"gmtCreate":1605570743661,"gmtModify":1703838323999,"author":{"id":"3516236451326864","authorId":"3516236451326864","authorIdStr":"3516236451326864","name":"等袭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516236451326864"},"themes":[],"htmlText":"**收购","listText":"**收购","text":"**收购","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307212429","repostId":"1153317441","repostType":2,"repost":{"id":"1153317441","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1605570254,"share":"https://www.laohu8.com/m/news/1153317441?lang=&edition=full","pubTime":"2020-11-17 07:44","market":"sh","language":"zh","title":"百度宣布36亿美元收购欢聚集团国内直播业务","url":"https://stock-news.laohu8.com/highlight/detail?id=1153317441","media":"老虎资讯综合","summary":"百度公司今天宣布，与欢聚集团签署最终约束性协议，全资收购欢聚集团国内直播业务（即“YY直播”），总交易金额约为36亿美元，交易预期将于2021年上半年完成交割。\n据了解，收购部分包括但不限于YY移动应","content":"<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>公司今天宣布，与<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>签署最终约束性协议，全资收购<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>国内直播业务（即“YY直播”），总交易金额约为36亿美元，交易预期将于2021年上半年完成交割。</p>\n<p>据了解，收购部分包括但不限于YY移动应用、YY.com网站、YY PC客户端等。交易完成后，YY直播将加入<a href=\"https://laohu8.com/S/BIDU\">百度</a>，未来双方将在技术、流量、生态等多个方面实现相互赋能，形成规模效应。</p>\n<p>数据显示，百度旗下App覆盖超10亿月活跃用户。其中，百度App的移动日活用户规模已超2亿用户。这笔交易的完成将加快百度在直播行业的布局，使百度营收更加多元化。</p>\n<p>YY直播在泛娱乐直播领域，积累了丰富的直播运营经验和专业的直播技术。百度全资收购欢聚国内直播业务，也将使YY直播在更大的生态体系里实现业务增长。</p>\n<p>分析认为，未来直播产业的发展充满可能性，可以说是上个时代BAT三家优势的集合体，它不仅是需求流量入口，也是交易服务载体，承载了游戏和社交的可能性，谁能满足用户的多元、个性化需求，谁就能在直播赛道突围。</p>\n<p>百度盘后跌近2%，欢聚集团盘后涨近5%。</p>\n<p><img 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}\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百度宣布36亿美元收购欢聚集团国内直播业务\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\">2020-11-17 07:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>公司今天宣布，与<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>签署最终约束性协议，全资收购<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>国内直播业务（即“YY直播”），总交易金额约为36亿美元，交易预期将于2021年上半年完成交割。</p>\n<p>据了解，收购部分包括但不限于YY移动应用、YY.com网站、YY PC客户端等。交易完成后，YY直播将加入<a href=\"https://laohu8.com/S/BIDU\">百度</a>，未来双方将在技术、流量、生态等多个方面实现相互赋能，形成规模效应。</p>\n<p>数据显示，百度旗下App覆盖超10亿月活跃用户。其中，百度App的移动日活用户规模已超2亿用户。这笔交易的完成将加快百度在直播行业的布局，使百度营收更加多元化。</p>\n<p>YY直播在泛娱乐直播领域，积累了丰富的直播运营经验和专业的直播技术。百度全资收购欢聚国内直播业务，也将使YY直播在更大的生态体系里实现业务增长。</p>\n<p>分析认为，未来直播产业的发展充满可能性，可以说是上个时代BAT三家优势的集合体，它不仅是需求流量入口，也是交易服务载体，承载了游戏和社交的可能性，谁能满足用户的多元、个性化需求，谁就能在直播赛道突围。</p>\n<p>百度盘后跌近2%，欢聚集团盘后涨近5%。</p>\n<p><img src=\"https://static.tigerbbs.com/135993d92c4389bd6f0aaf5989e91683\" tg-width=\"867\" tg-height=\"663\"><img src=\"https://static.tigerbbs.com/d124d98256f19394bc08ef83f318d898\" tg-width=\"867\" tg-height=\"663\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9ccdfe21a7e6f3c34d07607e835f1bcf","relate_stocks":{"YY":"欢聚集团","BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153317441","content_text":"百度公司今天宣布，与欢聚集团签署最终约束性协议，全资收购欢聚集团国内直播业务（即“YY直播”），总交易金额约为36亿美元，交易预期将于2021年上半年完成交割。\n据了解，收购部分包括但不限于YY移动应用、YY.com网站、YY PC客户端等。交易完成后，YY直播将加入百度，未来双方将在技术、流量、生态等多个方面实现相互赋能，形成规模效应。\n数据显示，百度旗下App覆盖超10亿月活跃用户。其中，百度App的移动日活用户规模已超2亿用户。这笔交易的完成将加快百度在直播行业的布局，使百度营收更加多元化。\nYY直播在泛娱乐直播领域，积累了丰富的直播运营经验和专业的直播技术。百度全资收购欢聚国内直播业务，也将使YY直播在更大的生态体系里实现业务增长。\n分析认为，未来直播产业的发展充满可能性，可以说是上个时代BAT三家优势的集合体，它不仅是需求流量入口，也是交易服务载体，承载了游戏和社交的可能性，谁能满足用户的多元、个性化需求，谁就能在直播赛道突围。\n百度盘后跌近2%，欢聚集团盘后涨近5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977131356,"gmtCreate":1601474511475,"gmtModify":1703824447801,"author":{"id":"3516236451326864","authorId":"3516236451326864","authorIdStr":"3516236451326864","name":"等袭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516236451326864"},"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/977131356","repostId":"1164554609","repostType":4,"repost":{"id":"1164554609","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1601459839,"share":"https://www.laohu8.com/m/news/1164554609?lang=&edition=full","pubTime":"2020-09-30 17:57","market":"us","language":"zh","title":"华尔街告诉你：特朗普、拜登当选分别利好哪些股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1164554609","media":"英为财情Investing","summary":"华尔街开始为此次大选的一些潜在结果做好准备。","content":"<p>作者：莫宁</p>\n<p>周三的美国总统大选首场辩论吸引了市场的全部注意力。与此同时，华尔街也开始为此次大选的一些潜在结果做好准备——毕竟特朗普和拜登的政策侧重点有所不同，相应地在股票市场也会产生赢家和输家。</p>\n<p>宽泛地来看，外界普遍认为拜登上调企业税的计划可能会给企业盈利带来压力，不过拜登有望支持基础设施项目、可再生能源计划；至于特朗普，如果连任，很大可能会延续减税、放松监管的计划，但同时地缘政治风险也将挥之不散。</p>\n<p><b>情景一：特朗普连任</b></p>\n<p><b>金融股：</b>在特朗普胜选的情况下，并购活动增加，监管放松，整体经济改善，这将利好金融股（Financial Select Sector SPDR® Fund (NYSE:XLF)）。<a href=\"https://laohu8.com/S/WFC\">富国银行</a>建议在此情况下买入高盛集团 (NYSE:GS)、<a href=\"https://laohu8.com/S/PNC\">PNC金融</a>服务集团 (NYSE:PNC)；KBW的分析团队则建议持有富国银行 (NYSE:WFC)、<a href=\"https://laohu8.com/S/C\">花旗</a>集团 (NYSE:C)。</p>\n<p><b>国防股：</b>特朗普有望维持大规模的国防支出。富国银行称，这意味着波音公司 (NYSE:BA)、<a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a>公司 (NYSE:LMT)可能成为赢家。</p>\n<p><b>消费股：</b>后疫情时代，整体美国经济料将从疫情的冲击中恢复过来，消费者支出有望回升。富国银行称，这将提振信用卡公司，包括<a href=\"https://laohu8.com/S/MA\">万事达</a> (NYSE:MA)和<a href=\"https://laohu8.com/S/V\">Visa</a> (NYSE:V)。要注意的是，持续的贸易不确定性和更高的关税可能会令<a href=\"https://laohu8.com/S/AAPL\">苹果</a> (NASDAQ:AAPL)等国际零售公司（SPDR® S&P Retail ETF (NYSE:XRT)）更容易遭到抛售。</p>\n<p><b>“减税概念股”：</b>拜登落选，意味着那些受益于特朗普减税政策最多的企业将松一口气。而据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的分析，AT&T (NYSE:T)、<a href=\"https://laohu8.com/S/TGT\">塔吉特</a> (NYSE:TGT)、<a href=\"https://laohu8.com/S/WM\">美国废物管理</a>公司 (NYSE:WM)最受益于特朗普的税收政策。</p>\n<p><b>能源股：</b>特朗普支持能源企业，尤其是化石燃料企业。Cornerstone Macro称，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a> (NYSE:XOM)、Energy Transfer (NYSE:ET)在此情况下将受益。</p>\n<p><b>小盘股：</b>未来四年的市场友好型税收政策和监管政策可能会使小型公司，因此Cornerstone Macro建议投资组合可纳入<a href=\"https://laohu8.com/S/EEMA\">iShares</a> Russell 2000 ETF (NYSE:IWM)。</p>\n<p><b>情景二：拜登入主白宫</b></p>\n<p><b>医疗股：</b>虽然特朗普和拜登都承诺对医保进行改革，但拜登可能会更倾向于采取与奥巴马医保相类似的政策。富国银行认为，这将有利于<a href=\"https://laohu8.com/S/ANTM\">Anthem Inc</a> (NYSE:ANTM)、美国<a href=\"https://laohu8.com/S/UNH\">联合健康</a>集团 (NYSE:UNH)、<a href=\"https://laohu8.com/S/HUM\">休曼纳</a>公司 (NYSE:HUM)等保险巨头。</p>\n<p><b>新能源：</b>拜登推出了他的“清洁能源革命”计划，可能会使该领域的许多参与者受益，富国银行预计这将利好风能和<a href=\"https://laohu8.com/S/000591\">太阳能</a>发电商Nextera Energy Inc (NYSE:NEE)、以及电力、天然气和可再生能源公司Avangrid Inc (NYSE:AGR)。<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>则建议持有Sunnova Energy International Inc (NYSE:NOVA)、太阳电力 (NASDAQ:SPWR)、<a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> Inc (NASDAQ:ENPH)等太阳能股。</p>\n<p><b>电动汽车股：</b>拜登的新税收优惠、政府购买等措施料特别有利于电动汽车股。CFRA据此认为，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> (NASDAQ:TSLA)的股价有可能会得到进一步的提振；Aptiv Plc (NYSE:APTV)、<a href=\"https://laohu8.com/S/BWA\">博格华纳</a> (NYSE:BWA)和<a href=\"https://laohu8.com/S/VC\">伟世通</a> (NASDAQ:VC)等专注于电气化和绿色能源技术的汽车供应商也可能会受益。</p>\n<p><b>基础设施：</b>对于拜登而言，庞大的基础设施支出计划可能是争取两党支持的关键。花旗因此认为，这将利好工程和建筑股，包括AECOM (NYSE:ACM)、雅各布工程集团 (NYSE:J)和<a href=\"https://laohu8.com/S/MTZ\">MasTec Inc</a> (NYSE:MTZ)；Cornerstone则建议持有<a href=\"https://laohu8.com/S/VMC\">火神材料</a>公司 (NYSE:VMC)、<a href=\"https://laohu8.com/S/GVA\">花岗岩建筑</a> (NYSE:GVA)和<a href=\"https://laohu8.com/S/MLM\">马丁-玛丽埃塔材料</a> (NYSE:MLM)。</p>\n<p><b>零工经济股：</b>根据Cornerstone的分析，民主党的劳工议程似乎未获得市场足够的重视。因此，投资者需要警惕民主党大获全胜的情景，即拜登入主白宫、民主党保住众议院控制的同时拿下了参议院。劳工议程的推动可能会导致更高的最低工资和对零工经济工人的更多保护，<a href=\"https://laohu8.com/S/MCD\">麦当劳</a> (NYSE:MCD)、<a href=\"https://laohu8.com/S/UBER\">优步</a> (NYSE:UBER)、LYFT Inc (NASDAQ:LYFT)容易受到负面影响。</p>\n<p><b>科技股：</b>无论是民主党还是共和党，都呼吁对科技巨头进行更多的监管。不过Cornerstone认为，民主党在科技巨头的分拆、监管、征税方面更为激进，对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> (NASDAQ:AMZN)、<a href=\"https://laohu8.com/S/FB\">Facebook</a> (NASDAQ:FB)等巨头或构成更大的威胁。</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\" 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}\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华尔街告诉你：特朗普、拜登当选分别利好哪些股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2020-09-30 17:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>作者：莫宁</p>\n<p>周三的美国总统大选首场辩论吸引了市场的全部注意力。与此同时，华尔街也开始为此次大选的一些潜在结果做好准备——毕竟特朗普和拜登的政策侧重点有所不同，相应地在股票市场也会产生赢家和输家。</p>\n<p>宽泛地来看，外界普遍认为拜登上调企业税的计划可能会给企业盈利带来压力，不过拜登有望支持基础设施项目、可再生能源计划；至于特朗普，如果连任，很大可能会延续减税、放松监管的计划，但同时地缘政治风险也将挥之不散。</p>\n<p><b>情景一：特朗普连任</b></p>\n<p><b>金融股：</b>在特朗普胜选的情况下，并购活动增加，监管放松，整体经济改善，这将利好金融股（Financial Select Sector SPDR® Fund (NYSE:XLF)）。<a href=\"https://laohu8.com/S/WFC\">富国银行</a>建议在此情况下买入高盛集团 (NYSE:GS)、<a href=\"https://laohu8.com/S/PNC\">PNC金融</a>服务集团 (NYSE:PNC)；KBW的分析团队则建议持有富国银行 (NYSE:WFC)、<a href=\"https://laohu8.com/S/C\">花旗</a>集团 (NYSE:C)。</p>\n<p><b>国防股：</b>特朗普有望维持大规模的国防支出。富国银行称，这意味着波音公司 (NYSE:BA)、<a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a>公司 (NYSE:LMT)可能成为赢家。</p>\n<p><b>消费股：</b>后疫情时代，整体美国经济料将从疫情的冲击中恢复过来，消费者支出有望回升。富国银行称，这将提振信用卡公司，包括<a href=\"https://laohu8.com/S/MA\">万事达</a> (NYSE:MA)和<a href=\"https://laohu8.com/S/V\">Visa</a> (NYSE:V)。要注意的是，持续的贸易不确定性和更高的关税可能会令<a href=\"https://laohu8.com/S/AAPL\">苹果</a> (NASDAQ:AAPL)等国际零售公司（SPDR® S&P Retail ETF (NYSE:XRT)）更容易遭到抛售。</p>\n<p><b>“减税概念股”：</b>拜登落选，意味着那些受益于特朗普减税政策最多的企业将松一口气。而据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的分析，AT&T (NYSE:T)、<a href=\"https://laohu8.com/S/TGT\">塔吉特</a> (NYSE:TGT)、<a href=\"https://laohu8.com/S/WM\">美国废物管理</a>公司 (NYSE:WM)最受益于特朗普的税收政策。</p>\n<p><b>能源股：</b>特朗普支持能源企业，尤其是化石燃料企业。Cornerstone Macro称，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a> (NYSE:XOM)、Energy Transfer (NYSE:ET)在此情况下将受益。</p>\n<p><b>小盘股：</b>未来四年的市场友好型税收政策和监管政策可能会使小型公司，因此Cornerstone Macro建议投资组合可纳入<a href=\"https://laohu8.com/S/EEMA\">iShares</a> Russell 2000 ETF (NYSE:IWM)。</p>\n<p><b>情景二：拜登入主白宫</b></p>\n<p><b>医疗股：</b>虽然特朗普和拜登都承诺对医保进行改革，但拜登可能会更倾向于采取与奥巴马医保相类似的政策。富国银行认为，这将有利于<a href=\"https://laohu8.com/S/ANTM\">Anthem Inc</a> (NYSE:ANTM)、美国<a href=\"https://laohu8.com/S/UNH\">联合健康</a>集团 (NYSE:UNH)、<a href=\"https://laohu8.com/S/HUM\">休曼纳</a>公司 (NYSE:HUM)等保险巨头。</p>\n<p><b>新能源：</b>拜登推出了他的“清洁能源革命”计划，可能会使该领域的许多参与者受益，富国银行预计这将利好风能和<a href=\"https://laohu8.com/S/000591\">太阳能</a>发电商Nextera Energy Inc (NYSE:NEE)、以及电力、天然气和可再生能源公司Avangrid Inc (NYSE:AGR)。<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>则建议持有Sunnova Energy International Inc (NYSE:NOVA)、太阳电力 (NASDAQ:SPWR)、<a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> Inc (NASDAQ:ENPH)等太阳能股。</p>\n<p><b>电动汽车股：</b>拜登的新税收优惠、政府购买等措施料特别有利于电动汽车股。CFRA据此认为，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> (NASDAQ:TSLA)的股价有可能会得到进一步的提振；Aptiv Plc (NYSE:APTV)、<a href=\"https://laohu8.com/S/BWA\">博格华纳</a> (NYSE:BWA)和<a href=\"https://laohu8.com/S/VC\">伟世通</a> (NASDAQ:VC)等专注于电气化和绿色能源技术的汽车供应商也可能会受益。</p>\n<p><b>基础设施：</b>对于拜登而言，庞大的基础设施支出计划可能是争取两党支持的关键。花旗因此认为，这将利好工程和建筑股，包括AECOM (NYSE:ACM)、雅各布工程集团 (NYSE:J)和<a href=\"https://laohu8.com/S/MTZ\">MasTec Inc</a> (NYSE:MTZ)；Cornerstone则建议持有<a href=\"https://laohu8.com/S/VMC\">火神材料</a>公司 (NYSE:VMC)、<a href=\"https://laohu8.com/S/GVA\">花岗岩建筑</a> (NYSE:GVA)和<a href=\"https://laohu8.com/S/MLM\">马丁-玛丽埃塔材料</a> (NYSE:MLM)。</p>\n<p><b>零工经济股：</b>根据Cornerstone的分析，民主党的劳工议程似乎未获得市场足够的重视。因此，投资者需要警惕民主党大获全胜的情景，即拜登入主白宫、民主党保住众议院控制的同时拿下了参议院。劳工议程的推动可能会导致更高的最低工资和对零工经济工人的更多保护，<a href=\"https://laohu8.com/S/MCD\">麦当劳</a> (NYSE:MCD)、<a href=\"https://laohu8.com/S/UBER\">优步</a> (NYSE:UBER)、LYFT Inc (NASDAQ:LYFT)容易受到负面影响。</p>\n<p><b>科技股：</b>无论是民主党还是共和党，都呼吁对科技巨头进行更多的监管。不过Cornerstone认为，民主党在科技巨头的分拆、监管、征税方面更为激进，对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> (NASDAQ:AMZN)、<a href=\"https://laohu8.com/S/FB\">Facebook</a> (NASDAQ:FB)等巨头或构成更大的威胁。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8baeabeb633478675ba0bf067ae1d214","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164554609","content_text":"作者：莫宁\n周三的美国总统大选首场辩论吸引了市场的全部注意力。与此同时，华尔街也开始为此次大选的一些潜在结果做好准备——毕竟特朗普和拜登的政策侧重点有所不同，相应地在股票市场也会产生赢家和输家。\n宽泛地来看，外界普遍认为拜登上调企业税的计划可能会给企业盈利带来压力，不过拜登有望支持基础设施项目、可再生能源计划；至于特朗普，如果连任，很大可能会延续减税、放松监管的计划，但同时地缘政治风险也将挥之不散。\n情景一：特朗普连任\n金融股：在特朗普胜选的情况下，并购活动增加，监管放松，整体经济改善，这将利好金融股（Financial Select Sector SPDR® Fund (NYSE:XLF)）。富国银行建议在此情况下买入高盛集团 (NYSE:GS)、PNC金融服务集团 (NYSE:PNC)；KBW的分析团队则建议持有富国银行 (NYSE:WFC)、花旗集团 (NYSE:C)。\n国防股：特朗普有望维持大规模的国防支出。富国银行称，这意味着波音公司 (NYSE:BA)、洛克希德马丁公司 (NYSE:LMT)可能成为赢家。\n消费股：后疫情时代，整体美国经济料将从疫情的冲击中恢复过来，消费者支出有望回升。富国银行称，这将提振信用卡公司，包括万事达 (NYSE:MA)和Visa (NYSE:V)。要注意的是，持续的贸易不确定性和更高的关税可能会令苹果 (NASDAQ:AAPL)等国际零售公司（SPDR® S&P Retail ETF (NYSE:XRT)）更容易遭到抛售。\n“减税概念股”：拜登落选，意味着那些受益于特朗普减税政策最多的企业将松一口气。而据摩根大通的分析，AT&T (NYSE:T)、塔吉特 (NYSE:TGT)、美国废物管理公司 (NYSE:WM)最受益于特朗普的税收政策。\n能源股：特朗普支持能源企业，尤其是化石燃料企业。Cornerstone Macro称，埃克森美孚 (NYSE:XOM)、Energy Transfer (NYSE:ET)在此情况下将受益。\n小盘股：未来四年的市场友好型税收政策和监管政策可能会使小型公司，因此Cornerstone Macro建议投资组合可纳入iShares Russell 2000 ETF (NYSE:IWM)。\n情景二：拜登入主白宫\n医疗股：虽然特朗普和拜登都承诺对医保进行改革，但拜登可能会更倾向于采取与奥巴马医保相类似的政策。富国银行认为，这将有利于Anthem Inc (NYSE:ANTM)、美国联合健康集团 (NYSE:UNH)、休曼纳公司 (NYSE:HUM)等保险巨头。\n新能源：拜登推出了他的“清洁能源革命”计划，可能会使该领域的许多参与者受益，富国银行预计这将利好风能和太阳能发电商Nextera Energy Inc (NYSE:NEE)、以及电力、天然气和可再生能源公司Avangrid Inc (NYSE:AGR)。瑞士信贷则建议持有Sunnova Energy International Inc (NYSE:NOVA)、太阳电力 (NASDAQ:SPWR)、Enphase Energy Inc (NASDAQ:ENPH)等太阳能股。\n电动汽车股：拜登的新税收优惠、政府购买等措施料特别有利于电动汽车股。CFRA据此认为，特斯拉 (NASDAQ:TSLA)的股价有可能会得到进一步的提振；Aptiv Plc (NYSE:APTV)、博格华纳 (NYSE:BWA)和伟世通 (NASDAQ:VC)等专注于电气化和绿色能源技术的汽车供应商也可能会受益。\n基础设施：对于拜登而言，庞大的基础设施支出计划可能是争取两党支持的关键。花旗因此认为，这将利好工程和建筑股，包括AECOM (NYSE:ACM)、雅各布工程集团 (NYSE:J)和MasTec Inc (NYSE:MTZ)；Cornerstone则建议持有火神材料公司 (NYSE:VMC)、花岗岩建筑 (NYSE:GVA)和马丁-玛丽埃塔材料 (NYSE:MLM)。\n零工经济股：根据Cornerstone的分析，民主党的劳工议程似乎未获得市场足够的重视。因此，投资者需要警惕民主党大获全胜的情景，即拜登入主白宫、民主党保住众议院控制的同时拿下了参议院。劳工议程的推动可能会导致更高的最低工资和对零工经济工人的更多保护，麦当劳 (NYSE:MCD)、优步 (NYSE:UBER)、LYFT Inc (NASDAQ:LYFT)容易受到负面影响。\n科技股：无论是民主党还是共和党，都呼吁对科技巨头进行更多的监管。不过Cornerstone认为，民主党在科技巨头的分拆、监管、征税方面更为激进，对亚马逊 (NASDAQ:AMZN)、Facebook (NASDAQ:FB)等巨头或构成更大的威胁。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
