倜_4319的个人主页 - 老虎社区

倜_4319

倜_4319

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IP属地：江苏

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2022-04-29

券商都急了。

战吗？战啊！国盛证券大胆开麦喊话投资者做“孤勇者”

2020-05-19

$兰亭集势(LITB)$[财迷]

2020-05-02

$道琼斯指数主连(YMmain)$ 五月再来黑色星期一

2020-04-21

$WTI原油主连(CLmain)$好奇想知道这原油崩盘，美元为啥没崩盘呢？不是原油和美元挂钩的么？

2020-04-21

$特斯拉(TSLA)$涨不动了，今年注定销量惨淡的。而且油价又那么低。

2020-04-16

$兰亭集势(LITB)$赶紧1块[愤怒]

2020-04-14

$兰亭集势(LITB)$起来不愿做努力的人们～等好久了，怎么还没涨。

2020-04-01

$兰亭集势(LITB)$赞赞赞，再涨涨[龇牙]

2020-03-31

$兰亭集势(LITB)$[得意]

2020-03-27

$兰亭集势(LITB)$这股就是怕退市，总是在1左右上上下下的，这差价操作

2020-03-26

$纳斯达克(.IXIC)$谁知道无限量QE和0利率会导致怎么样的后果？为什么说全世界都在为美元买单？

2020-03-20

$道琼斯指数主连(YMmain)$20000点啊，太激烈了

2020-03-20

$纳斯达克(.IXIC)$今天空头加油，打赢今天这仗，就能摆脱霸权控制了[贱笑]

2020-03-20

上半场拉高，下半场跳水[害羞]

2020-03-20

$道琼斯指数主连(YMmain)$又是上周的戏码，等着下周一二级熔断吧

2020-03-19

$道琼斯(.DJI)$啥情况？到了没熔断？

2020-03-19

$道琼斯(.DJI)$来了来了来了

2020-03-18

$纳斯达克(.IXIC)$我去，跟石油脱钩了…

2020-03-16

$苹果(AAPL)$这就跌完了？

2020-03-16

$汽油主连(RBmain)$比上星期石油大跌那次还跌的多

去老虎APP查看更多动态

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多家卖方先后唱多A股</p><p>电话会中，张峻晓首先指出，A股的战略机遇再次出现，再向下机会大于风险，“是时候做一名孤勇者了”。对于当下的市场而言，张峻晓认为需解决两个关键且现实的问题：一是股市还有多少下行空间？二是什么时候可以转乐观？</p><p>他认为，A股战略机遇就在眼前，时点上还需要更多明确的右侧信号，他同时强调的是，在战略买点面前，空间比时间更重要，从空间上看，A股已经进入价值区间，这一点毋庸置疑。但张峻晓同样承认的是，当前的基本面环境复杂，且可预测性不高。</p><p>张峻晓指出，<font>未来风险偏好的修复大致有三条路径</font>：一是货币端发力已不是重点，现阶段核心在于内生性信用扩张能否实现，企业中长贷是关键。二是全球利率环境（或者联储紧缩预期）的转向。三是疫情的形势及管控政策出现转机。</p><p><font>行业配置上，张峻晓建议继续重视三个确定性溢价</font>：“三重压力”下稳增长政策的确定性（优质民企＋国企开发商、地方+高成长建筑、优质中小行）；困境反转，远期业绩改善的确定性（养殖、免税、酒店）；中短期内供需错配的确定性（焦煤、航运油运）。选股逻辑上，继续推荐“红利＋预期改善”策略、“双低＋困境反转”策略。向中期展望，若上述风险偏好修复的宏观路径得以实现，二季度中后段可关注消费股的战略配置机会。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>策略首席陈果也接棒发声，肯定“2900点附近就是今年的黄金坑”。陈果具体逻辑有四：一是现在就是疫情预期最悲观时刻；二是现在就是经济及政策预期差最大时刻；三是全球通胀预期最悲观阶段正在过去；四是未来一个季度，整个内外环境的改善趋势是大概率事件，虽然过程很可能会有一定反复。</p><p>此外，早在4月22日，招商策略首席张夏就在朋友圈高调立flag引发关注。张夏表示，现在就是市场底部，并直言“就算打脸，也会站直”。他同时强调，股票之道，在于人弃我取，“你们喜欢的、爱的因为贵涨多了错过的标的，都跌到了十几、二十倍，梦寐以求的价格摆在了眼前。”</p><p>“率性”发言引争议 玄学研报闹乌龙</p><p>据悉，<font>这已经不是国盛证券第一次“率性”发言了。</font>此前，国盛分析师刘富兵就因用“玄学”编撰研报收江西证监局警示函。</p><p>2021年10月18日，一份名为《天干地支在择时中的应用初探 打造机制专业与效率》的报告刷屏网络。报告显示，这是由国盛研究员刘富兵制作并于10月17日晚发布的，属于金融工程、量化分析，刘富兵还是去年新增的3位新财富白金分析师之一。</p><p>内容正如题目所示，就是将天干地支理论应用于A股走势的预测中。国盛证券也因这样一份“玄学式研报”，登上热搜。该研报介绍了如何分别通过天干地支分析出A股的流年、流月、流日走势。研报统计显示，丙月及癸月显著性上涨，寅月显著性上涨。甚至，还算出2021年及2022年大概率上涨和下跌的月份。</p><p>最终，江西证监局认为国盛证券利用天干地支纪历分析股票市场走势，研究方法不专业审慎，研究结论不客观科学，向其出具警示函，同时对刘富兵进行监管谈话。</p><p>跑赢同期沪深300 李蓓却坦言“遇到比2008年更困难的挑战”？</p><p>除国盛证券外，敢说敢做的卖方不在少数，半夏投资李蓓就是其中之一。这周，李蓓在接受媒体采访时就透露了其开年以来的股票仓位细节，并称基金经理遇到了比2008年更困难的挑战。</p><p>私募排排网数据显示，截至4月22日，李蓓执掌的半夏投资代表产品年内收益为-8.94%，跑赢同期沪深300和中证500，领先于多家宏观策略的同行。</p><p>不过，李蓓后来通过社交媒体就言论解释道：她在去年底就已把股票净仓减到零附近，“今年比2008年更困难”是指基金经理获取收益会更难，但无论中美，肯定不会发生金融危机。经历年初以来的大幅下跌，风险显然越来越小，机会越来越多。她表示：“作为追求绝对收益的对冲基金，这也不是什么稀奇的事情，有机会就多仓，没有机会就不做，这都是很正常的。”</p><div><img src=\"http://k.sinaimg.cn/n/spider20220428/437/w679h558/20220428/8e73-cafe313c03eae37339b610c8a387e703.jpg/w720fin.jpg\"/></div><p>此外，相较于张峻晓，戴康等人对于后市发展情况更显谨慎、含蓄。<a href=\"https://laohu8.com/S/000776\">广发证券</a>分析师戴康也在最新研报中表示后市大概率将迎“疫后修复”行情，戴康认为，2020年新冠疫情以来，每一轮国内疫情扩散至有效控制之后，“疫情受损链”均存在阶段性上涨及超额收益，本轮“疫后修复”行情大概率不会缺席。操作策略上，戴康推荐配置防疫半径缩小受益的社服（旅游及景区）/零售（一般零售、互联网电商）、及地产to-c链的可选消费如家电（厨卫电器）。</p>反弹行情下的专属投资礼包！投资VIP权益、188元现金红包，100%中奖&gt;&gt;</body></html>","source":"sina_symbol","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>战吗？战啊！ 国盛证券大胆开麦 喊话投资者做“孤勇者”</title>\n<style 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-04-28/doc-imcwiwst4517861.shtml><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>历经两日磨底蓄势后，27日沪指重回2900点。截至今日午间收盘，沪指涨0.25%报2965.56点，成交2486亿元；深成指跌0.30%报10621.08点，成交2869亿元；创业板指下跌1.42%，市场似有回温迹象。对此，多家券商先后唱多A股，旗帜鲜明地向市场传递乐观声音。国盛证券分析师张峻晓在26日“黑色星期二”晚上召开的电话会上喊出“是时候做一名孤勇者了”，会议纪要的文件名更是出现了“战吗？...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-04-28/doc-imcwiwst4517861.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161027":"证券"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-04-28/doc-imcwiwst4517861.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230416665","content_text":"历经两日磨底蓄势后，27日沪指重回2900点。截至今日午间收盘，沪指涨0.25%报2965.56点，成交2486亿元；深成指跌0.30%报10621.08点，成交2869亿元；创业板指下跌1.42%，市场似有回温迹象。对此，多家券商先后唱多A股，旗帜鲜明地向市场传递乐观声音。国盛证券分析师张峻晓在26日“黑色星期二”晚上召开的电话会上喊出“是时候做一名孤勇者了”，会议纪要的文件名更是出现了“战吗？战啊！”等的字眼。国盛喊话做“孤勇者” 多家卖方先后唱多A股电话会中，张峻晓首先指出，A股的战略机遇再次出现，再向下机会大于风险，“是时候做一名孤勇者了”。对于当下的市场而言，张峻晓认为需解决两个关键且现实的问题：一是股市还有多少下行空间？二是什么时候可以转乐观？他认为，A股战略机遇就在眼前，时点上还需要更多明确的右侧信号，他同时强调的是，在战略买点面前，空间比时间更重要，从空间上看，A股已经进入价值区间，这一点毋庸置疑。但张峻晓同样承认的是，当前的基本面环境复杂，且可预测性不高。张峻晓指出，未来风险偏好的修复大致有三条路径：一是货币端发力已不是重点，现阶段核心在于内生性信用扩张能否实现，企业中长贷是关键。二是全球利率环境（或者联储紧缩预期）的转向。三是疫情的形势及管控政策出现转机。行业配置上，张峻晓建议继续重视三个确定性溢价：“三重压力”下稳增长政策的确定性（优质民企＋国企开发商、地方+高成长建筑、优质中小行）；困境反转，远期业绩改善的确定性（养殖、免税、酒店）；中短期内供需错配的确定性（焦煤、航运油运）。选股逻辑上，继续推荐“红利＋预期改善”策略、“双低＋困境反转”策略。向中期展望，若上述风险偏好修复的宏观路径得以实现，二季度中后段可关注消费股的战略配置机会。中信建投策略首席陈果也接棒发声，肯定“2900点附近就是今年的黄金坑”。陈果具体逻辑有四：一是现在就是疫情预期最悲观时刻；二是现在就是经济及政策预期差最大时刻；三是全球通胀预期最悲观阶段正在过去；四是未来一个季度，整个内外环境的改善趋势是大概率事件，虽然过程很可能会有一定反复。此外，早在4月22日，招商策略首席张夏就在朋友圈高调立flag引发关注。张夏表示，现在就是市场底部，并直言“就算打脸，也会站直”。他同时强调，股票之道，在于人弃我取，“你们喜欢的、爱的因为贵涨多了错过的标的，都跌到了十几、二十倍，梦寐以求的价格摆在了眼前。”“率性”发言引争议 玄学研报闹乌龙据悉，这已经不是国盛证券第一次“率性”发言了。此前，国盛分析师刘富兵就因用“玄学”编撰研报收江西证监局警示函。2021年10月18日，一份名为《天干地支在择时中的应用初探 打造机制专业与效率》的报告刷屏网络。报告显示，这是由国盛研究员刘富兵制作并于10月17日晚发布的，属于金融工程、量化分析，刘富兵还是去年新增的3位新财富白金分析师之一。内容正如题目所示，就是将天干地支理论应用于A股走势的预测中。国盛证券也因这样一份“玄学式研报”，登上热搜。该研报介绍了如何分别通过天干地支分析出A股的流年、流月、流日走势。研报统计显示，丙月及癸月显著性上涨，寅月显著性上涨。甚至，还算出2021年及2022年大概率上涨和下跌的月份。最终，江西证监局认为国盛证券利用天干地支纪历分析股票市场走势，研究方法不专业审慎，研究结论不客观科学，向其出具警示函，同时对刘富兵进行监管谈话。跑赢同期沪深300 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