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倜_4319
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IP属地:江苏
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倜_4319
2022-04-29
券商都急了。
抱歉,原内容已删除
倜_4319
2020-05-19
$兰亭集势(LITB)$
[财迷]
倜_4319
2020-05-02
$道琼斯指数主连(YMmain)$
五月再来黑色星期一
倜_4319
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?
倜_4319
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。
倜_4319
2020-04-16
$兰亭集势(LITB)$
赶紧1块[愤怒]
倜_4319
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。
倜_4319
2020-04-01
$兰亭集势(LITB)$
赞赞赞,再涨涨[龇牙]
倜_4319
2020-03-31
$兰亭集势(LITB)$
[得意]
倜_4319
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
倜_4319
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?
倜_4319
2020-03-20
$道琼斯指数主连(YMmain)$
20000点啊,太激烈了
倜_4319
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]
倜_4319
2020-03-20
上半场拉高,下半场跳水[害羞]
倜_4319
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
倜_4319
2020-03-19
$道琼斯(.DJI)$
啥情况?到了没熔断?
倜_4319
2020-03-19
$道琼斯(.DJI)$
来了来了来了
倜_4319
2020-03-18
$纳斯达克(.IXIC)$
我去,跟石油脱钩了…
倜_4319
2020-03-16
$苹果(AAPL)$
这就跌完了?
倜_4319
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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15:10","market":"hk","language":"zh","title":"战吗?战啊! 国盛证券大胆开麦 喊话投资者做“孤勇者”","url":"https://stock-news.laohu8.com/highlight/detail?id=2230416665","media":"智通财经网","summary":"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”。三是疫情的形势及管控政策出现转机。“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。国盛证券也因这样一份“玄学式研报”,登上热搜。","content":"<html><body><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<font>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”</font>,会议纪要的文件名更是出现了<font>“战吗?战啊!”</font>等的字眼。</p><div><img src=\"http://k.sinaimg.cn/n/spider20220428/341/w742h399/20220428/c1aa-24b7dad82b14a510466fce1a4ec08089.jpg/w720fin.jpg\"/></div><p>国盛喊话做“孤勇者” 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>></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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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战吗?战啊! 国盛证券大胆开麦 喊话投资者做“孤勇者”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 15:10 北京时间 <a 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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