股票小蜜蜂的个人主页 - 老虎社区

股票小蜜蜂

股票小蜜蜂

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IP属地：海外

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股票小蜜蜂

2022-03-09

谁打谁亏，立帖为证。

股票小蜜蜂

2021-11-24

我靠，这么温柔

抱歉，原内容已删除

股票小蜜蜂

2021-08-30

$美团-W(03690)$话不多说，直接看图

股票小蜜蜂

2021-08-20

越来越明朗了

抱歉，原内容已删除

股票小蜜蜂

2021-08-20

$1847 Goedeker(GOED)$财报都出来了，我真是没看懂咋不涨。

股票小蜜蜂

2021-08-18

一招掐死

抱歉，原内容已删除

股票小蜜蜂

2021-08-17

小鬼投石

抱歉，原内容已删除

股票小蜜蜂

2021-08-16

哈哈，自查自纠

美国启动对特斯拉”自动驾驶“技术的正式调查

股票小蜜蜂

2021-08-13

$Eros STX Global Corporation(ESGC)$大爷的，一下降了这么多

股票小蜜蜂

2021-08-07

国家网信办啥时候查完公布结果呀？

抱歉，原内容已删除

股票小蜜蜂

2021-08-02

$优趣汇控股(02177)$这个股票**的坑

股票小蜜蜂

2021-07-26

$TradeUP Acquisition Corp.(UPTDU)$这个股我是从申购盯到现在，就是一个横盘股，换手率极低，大家千万不要上当。

股票小蜜蜂

2021-07-23

$滴滴(DIDI)$怎么回事啊，今晚怎么都在砸盘？

股票小蜜蜂

2021-07-23

$新东方(EDU)$刺激

股票小蜜蜂

2021-07-20

$滴滴(DIDI)$看到没，大单卖了好多

股票小蜜蜂

2021-07-20

$1847 Goedeker(GOED)$财报一出，谁敢做空？

股票小蜜蜂

2021-07-14

$滴滴(DIDI)$我着实感觉这票价格是真够硬的。

股票小蜜蜂

2021-07-09

$优趣汇控股(02177)$各位老哥，有没有感觉打新手续费好贵。

股票小蜜蜂

2021-07-01

$滴滴(DIDI)$就这尿性

股票小蜜蜂

2021-06-30

$叮咚(DDL)$你听…一片空声！

去老虎APP查看更多动态

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19:44","market":"us","language":"zh","title":"美国启动对特斯拉”自动驾驶“技术的正式调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1125759011","media":"老虎资讯综合","summary":"调查将评估自动驾驶过程中“用于监控、协助和强制驾驶员参与”的技术和方法。","content":"<p>据美联社报道，美国国家公路交通安全管理局（NHTSA）对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>2014-2021年Model S、Model Y、Model X和Model 3的Autopilot自动辅助驾驶展开调查。</p>\n<p>美国国家公路交通安全管理局表示：针对特斯拉的调查将评估自动驾驶过程中“用于监控、协助和强制驾驶员参与”的技术和方法。自2018年1月以来，已经确定了11起事故，其中特斯拉车型“出现了应急情况，并随后撞上了一辆或多辆涉及这些场景的车辆”。</p>\n<p>去年以来，美国国家公路交通安全管理局一直都在调查特斯拉涉及自动驾驶的事故，截至6月份调查的事故数量是30起，时间范围是2016年至2021年。NHTSA的特别事故调查小组通常每年会调查100多起事故，重点关注新兴技术。</p>\n<p>特斯拉盘前跳水，一度跌超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/c5355b55f56739eec7ae85f3499541c5\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></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\" 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href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>我着实感觉这票价格是真够硬的。","text":"$滴滴(DIDI)$我着实感觉这票价格是真够硬的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/144153273","isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465039675788441","authorId":"3465039675788441","name":"undefined","avatar":"https://static.tigerbbs.com/9f3bb693c3070c17c8ad782566ac8eb8","crmLevel":3,"crmLevelSwitch":0,"idStr":"3465039675788441","authorIdStr":"3465039675788441"},"content":"是挺硬 小看他了","text":"是挺硬 小看他了","html":"是挺硬 小看他了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162992203,"gmtCreate":1624030290402,"gmtModify":1624030290402,"author":{"id":"3538795841450495","authorId":"3538795841450495","name":"股票小蜜蜂","avatar":"https://static.tigerbbs.com/ff19986335d18f2c8f2fa2bce8c420bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538795841450495","authorIdStr":"3538795841450495"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RERE\">$爱回收(RERE)$</a>各位老哥，现场竞价得多久","listText":"<a href=\"https://laohu8.com/S/RERE\">$爱回收(RERE)$</a>各位老哥，现场竞价得多久","text":"$爱回收(RERE)$各位老哥，现场竞价得多久","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/162992203","isVote":1,"tweetType":1,"viewCount":3218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800313392,"gmtCreate":1627277415416,"gmtModify":1627277415416,"author":{"id":"3538795841450495","authorId":"3538795841450495","name":"股票小蜜蜂","avatar":"https://static.tigerbbs.com/ff19986335d18f2c8f2fa2bce8c420bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538795841450495","authorIdStr":"3538795841450495"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UPTDU\">$TradeUP Acquisition Corp.(UPTDU)$</a>这个股我是从申购盯到现在，就是一个横盘股，换手率极低，大家千万不要上当。","listText":"<a href=\"https://laohu8.com/S/UPTDU\">$TradeUP Acquisition Corp.(UPTDU)$</a>这个股我是从申购盯到现在，就是一个横盘股，换手率极低，大家千万不要上当。","text":"$TradeUP Acquisition Corp.(UPTDU)$这个股我是从申购盯到现在，就是一个横盘股，换手率极低，大家千万不要上当。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800313392","isVote":1,"tweetType":1,"viewCount":2138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129829788,"gmtCreate":1624369244944,"gmtModify":1624369244944,"author":{"id":"3538795841450495","authorId":"3538795841450495","name":"股票小蜜蜂","avatar":"https://static.tigerbbs.com/ff19986335d18f2c8f2fa2bce8c420bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538795841450495","authorIdStr":"3538795841450495"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RERE\">$爱回收(RERE)$</a>这破股简直是稳步下跌。","listText":"<a href=\"https://laohu8.com/S/RERE\">$爱回收(RERE)$</a>这破股简直是稳步下跌。","text":"$爱回收(RERE)$这破股简直是稳步下跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129829788","isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161730350,"gmtCreate":1623940046170,"gmtModify":1623940046170,"author":{"id":"3538795841450495","authorId":"3538795841450495","name":"股票小蜜蜂","avatar":"https://static.tigerbbs.com/ff19986335d18f2c8f2fa2bce8c420bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538795841450495","authorIdStr":"3538795841450495"},"themes":[],"htmlText":"野村，你说你没被套住我不信。","listText":"野村，你说你没被套住我不信。","text":"野村，你说你没被套住我不信。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161730350","repostId":"1133403338","repostType":4,"repost":{"id":"1133403338","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1623923469,"share":"https://www.laohu8.com/m/news/1133403338?lang=&edition=full","pubTime":"2021-06-17 17:51","market":"sh","language":"zh","title":"野村眼里未来十年的中国股市：表现将超过其他国家平均水平","url":"https://stock-news.laohu8.com/highlight/detail?id=1133403338","media":"华尔街见闻","summary":"野村认为，目前全球投资者没有给予中国应有的关注；相比于美股，中国A股的盈利增长水平更好，却存在明显估值折价；投资者应当在基准指数给出指引之前就开始加码中国A股。\n\n野村发表长篇报告，看多中国股市未来1","content":"<blockquote>\n 野村认为，目前全球投资者没有给予中国应有的关注；相比于美股，中国A股的盈利增长水平更好，却存在明显估值折价；投资者应当在基准指数给出指引之前就开始加码中国A股。\n</blockquote>\n<p>野村发表长篇报告，看多中国股市未来10年发展前景。</p>\n<p>野村认为，随着中国经济进一步扩张，投资中国股市将使海外投资者直接接触有14亿消费者的单一市场，更多的投资比例将提供更高的回报和风险分散。</p>\n<p>相比于美股，中国A股的盈利增长水平更好，却存在明显估值折价。从传统的投资方法出发，投资者将看到未来数年中国A股的股价比美股便宜，投资者应当在基准指数给出指引之前就开始加码中国A股。</p>\n<p>全球投资者没有给予中国应有的关注</p>\n<p>野村表示，中国股市在MSCI全球指数中的占比在过去10年显著提高，权重已从2011年的2.2%上升至2021年的4.9%。随着中国向海外投资者开放市场，这一上升趋势未来还将延续。</p>\n<p><img src=\"https://static.tigerbbs.com/ffbd0de1420d3241eea93df19ad8a3c9\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p>\n<p>在占比提高的同时，中国经济依然在快速增长，<b>有望超越美国成为全球第一大经济体。</b></p>\n<p>IMF此前预测认为，从现在到2026年，中国经济将有望增长45%。同期美国经济增长将增长22%。如果预测成真且人民币继续升值，<b>中国成为全球第一大经济体的时间点最早或提前到2026年。</b><img src=\"https://static.tigerbbs.com/d0fb483128bd2f37af317dfca1676aa6\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p>\n<p>尽管中国的规模和广度如此之大，但全球投资者没有给予中国应有的关注，在大多数全球投资组合中，中国的代表性不足。</p>\n<p>野村研究发现，全球最大主权财富基金Norges（挪威主权财富基金）、美国最大退休基金CalPERS（加州公务员退休基金）等全球知名基金所配置的中国资产占比不到4%。Norges对中国的投资规模甚至低于对英国等发达市场的投资。<img src=\"https://static.tigerbbs.com/e4874f2dfacfdc1e32c95facb0efefe2\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p>\n<p>这可能是因为MSCI等全球指数编制公司将中国归入新兴市场类别，并因外资所有权限制和自由流通限制而限制了中国的权重。</p>\n<p>同时基金的“母国偏好”也加剧了这一现象的发展，全球最大的养老金和主权基金，如GPIF(日本)、NPS(韩国)、CPPIB(加拿大)和Norges(挪威)，更倾向于投资于本国市场，而不是其他地区。</p>\n<p><b>但随着信息壁垒减少、对冲技术更加先进，以及许多当地股市规模较小，“母国偏好”的概念已经过时。现在是时候将中国视作独立的资产类别，并加码资源和资金投入。</b></p>\n<p>野村表示，全球最大的一些养老金和主权基金最近几年开始重新调整市场权重，增加对国际股票的敞口。随着全球各大养老基金这一过程的实施，<b>中国股市将成为最大的资产类别受益者。</b></p>\n<p>加拿大退休金计划投资委员会（CPPIB）是其中的典型代表。该机构2016年对中国的投资比例不到5%，目前占比已提升至13%。最新计划则是到2025年将中国投资的比例提高至六分之一（17%）。</p>\n<p><img src=\"https://static.tigerbbs.com/fb392f57de9e1a839ae622c4bf7d4aad\" tg-width=\"640\" tg-height=\"409\" referrerpolicy=\"no-referrer\"></p>\n<p>投资中国存在显著的多元化好处</p>\n<p>野村表示，投资中国股市还存在明显的多元化好处。</p>\n<p>中国GDP在过去10年里上涨了1倍多，这种变化也反映在中国股市的构成占比上。</p>\n<p>在MSCI中国指数中，金融类股票的占比已经从2011年的近35%降至目前的14.5%。</p>\n<p>与此同时，以<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>为代表的非必须消费品的占比从2011年的6.2%攀升至目前的34%。而以<a href=\"https://laohu8.com/S/00700\">腾讯</a>为代表的通信服务板块占比也攀升至20.5%。医疗保健行业占比同样在提升，从10年前的不到1%上升到目前的6.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/79675430d519dd1770875f4fe7bc1575\" tg-width=\"640\" tg-height=\"252\" referrerpolicy=\"no-referrer\"></p>\n<p>野村强调，阿里、腾讯等中国互联网巨头几乎完全是国内企业。这与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>显著不同，后者超过四分之三的收入来自英国以外的国家。</p>\n<p>这意味中国股市在其他地区的收入流失有限，<b>海外投资者可以通过直接投资中国股市来改善风险分散化。</b></p>\n<p><b>投资中国股市也可以让海外投资者直接接触到有14亿消费者的单一实体市场，更多的投资比例将为资产所有者提供更高的回报和风险分散。</b></p>\n<p>中国A股的盈利增长水平更好，却存在明显估值折价</p>\n<p><b>野村表示，相比于美股，中国A股的盈利增长水平更好，却存在明显估值折价。</b></p>\n<p>在盈利预期增长方面，路透终端统计显示，目前市场分析师给予MSCI中国指数2021—2023年的年盈利增长都在16%以上，2020—2022年的年复合增长更是高达17.5%。这较MSCI美国和MSCI日本同期预测值要稳定的多。后两个市场在这一时期的利润增长波动较大，到2023年利润增长将大幅放缓。</p>\n<p><img src=\"https://static.tigerbbs.com/82979d23d9b99c03223f0fbc05a21f2c\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\">与美国股市相比，中国股市还具备显著的折价。美国与亚洲的估值差距目前处于6年来的最高水平。</p>\n<p>MSCI美国指数的2021年预期市盈率已经攀升至22.8。与此同时，MSCI亚洲(不包括日本)和MSCI中国的2021年市盈率分别为15.8和15.9。<b>这意味着美国股票的投资者需要支付比亚洲地区股票高43%的溢价。</b><img src=\"https://static.tigerbbs.com/7c85d1a251d7013a9faa5d518c278ed9\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\">在PEG角度，相关结论也是类似的。</p>\n<p>按照目前市场预期数据，MSCI中国指数2021—2023年EPS的年复合增长将达到16.7%，而该指数2021年的市盈率仅为15.9。这使得MSCI中国的PEG指标为0.95。</p>\n<p>与之相对，市场预期MSCI美国指数同期的EPS增长仅为10.8%，而指数2021年的市盈率则高达22.8，这使得MSCI美国的PEG比率达到2.11，<b>是MSCI中国的两倍多。</b></p>\n<p>野村同时提醒投资者，<b>目前市场对于MSCI美国的盈利并没有反映出美国可能的公司税新政。</b></p>\n<p>拜登的民主党政府一个重大政策选择就是提高公司税。如果美国政府上调企业税率，目前的盈利预期将受到挤压，美国股市的PEG比率将进一步上升。</p>\n<p>野村总结称，从传统的投资方法出发，投资者将看到未来数年中国A股的股价比美股便宜，投资者应当摒弃固有的偏见，<b>在基准指数给出指引之前就开始加码中国A股。</b></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>野村眼里未来十年的中国股市：表现将超过其他国家平均水平</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野村眼里未来十年的中国股市：表现将超过其他国家平均水平\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-17 17:51 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>野村认为，目前全球投资者没有给予中国应有的关注；相比于美股，中国A股的盈利增长水平更好，却存在明显估值折价；投资者应当在基准指数给出指引之前就开始加码中国A股。\n\n野村发表长篇报告，看多中国股市未来10年发展前景。\n野村认为，随着中国经济进一步扩张，投资中国股市将使海外投资者直接接触有14亿消费者的单一市场，更多的投资比例将提供更高的回报和风险分散。\n相比于美股，中国A股的盈利增长水平更好，却存在...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133403338","content_text":"野村认为，目前全球投资者没有给予中国应有的关注；相比于美股，中国A股的盈利增长水平更好，却存在明显估值折价；投资者应当在基准指数给出指引之前就开始加码中国A股。\n\n野村发表长篇报告，看多中国股市未来10年发展前景。\n野村认为，随着中国经济进一步扩张，投资中国股市将使海外投资者直接接触有14亿消费者的单一市场，更多的投资比例将提供更高的回报和风险分散。\n相比于美股，中国A股的盈利增长水平更好，却存在明显估值折价。从传统的投资方法出发，投资者将看到未来数年中国A股的股价比美股便宜，投资者应当在基准指数给出指引之前就开始加码中国A股。\n全球投资者没有给予中国应有的关注\n野村表示，中国股市在MSCI全球指数中的占比在过去10年显著提高，权重已从2011年的2.2%上升至2021年的4.9%。随着中国向海外投资者开放市场，这一上升趋势未来还将延续。\n\n在占比提高的同时，中国经济依然在快速增长，有望超越美国成为全球第一大经济体。\nIMF此前预测认为，从现在到2026年，中国经济将有望增长45%。同期美国经济增长将增长22%。如果预测成真且人民币继续升值，中国成为全球第一大经济体的时间点最早或提前到2026年。\n尽管中国的规模和广度如此之大，但全球投资者没有给予中国应有的关注，在大多数全球投资组合中，中国的代表性不足。\n野村研究发现，全球最大主权财富基金Norges（挪威主权财富基金）、美国最大退休基金CalPERS（加州公务员退休基金）等全球知名基金所配置的中国资产占比不到4%。Norges对中国的投资规模甚至低于对英国等发达市场的投资。\n这可能是因为MSCI等全球指数编制公司将中国归入新兴市场类别，并因外资所有权限制和自由流通限制而限制了中国的权重。\n同时基金的“母国偏好”也加剧了这一现象的发展，全球最大的养老金和主权基金，如GPIF(日本)、NPS(韩国)、CPPIB(加拿大)和Norges(挪威)，更倾向于投资于本国市场，而不是其他地区。\n但随着信息壁垒减少、对冲技术更加先进，以及许多当地股市规模较小，“母国偏好”的概念已经过时。现在是时候将中国视作独立的资产类别，并加码资源和资金投入。\n野村表示，全球最大的一些养老金和主权基金最近几年开始重新调整市场权重，增加对国际股票的敞口。随着全球各大养老基金这一过程的实施，中国股市将成为最大的资产类别受益者。\n加拿大退休金计划投资委员会（CPPIB）是其中的典型代表。该机构2016年对中国的投资比例不到5%，目前占比已提升至13%。最新计划则是到2025年将中国投资的比例提高至六分之一（17%）。\n\n投资中国存在显著的多元化好处\n野村表示，投资中国股市还存在明显的多元化好处。\n中国GDP在过去10年里上涨了1倍多，这种变化也反映在中国股市的构成占比上。\n在MSCI中国指数中，金融类股票的占比已经从2011年的近35%降至目前的14.5%。\n与此同时，以阿里巴巴为代表的非必须消费品的占比从2011年的6.2%攀升至目前的34%。而以腾讯为代表的通信服务板块占比也攀升至20.5%。医疗保健行业占比同样在提升，从10年前的不到1%上升到目前的6.7%。\n\n野村强调，阿里、腾讯等中国互联网巨头几乎完全是国内企业。这与亚马逊、苹果显著不同，后者超过四分之三的收入来自英国以外的国家。\n这意味中国股市在其他地区的收入流失有限，海外投资者可以通过直接投资中国股市来改善风险分散化。\n投资中国股市也可以让海外投资者直接接触到有14亿消费者的单一实体市场，更多的投资比例将为资产所有者提供更高的回报和风险分散。\n中国A股的盈利增长水平更好，却存在明显估值折价\n野村表示，相比于美股，中国A股的盈利增长水平更好，却存在明显估值折价。\n在盈利预期增长方面，路透终端统计显示，目前市场分析师给予MSCI中国指数2021—2023年的年盈利增长都在16%以上，2020—2022年的年复合增长更是高达17.5%。这较MSCI美国和MSCI日本同期预测值要稳定的多。后两个市场在这一时期的利润增长波动较大，到2023年利润增长将大幅放缓。\n与美国股市相比，中国股市还具备显著的折价。美国与亚洲的估值差距目前处于6年来的最高水平。\nMSCI美国指数的2021年预期市盈率已经攀升至22.8。与此同时，MSCI亚洲(不包括日本)和MSCI中国的2021年市盈率分别为15.8和15.9。这意味着美国股票的投资者需要支付比亚洲地区股票高43%的溢价。在PEG角度，相关结论也是类似的。\n按照目前市场预期数据，MSCI中国指数2021—2023年EPS的年复合增长将达到16.7%，而该指数2021年的市盈率仅为15.9。这使得MSCI中国的PEG指标为0.95。\n与之相对，市场预期MSCI美国指数同期的EPS增长仅为10.8%，而指数2021年的市盈率则高达22.8，这使得MSCI美国的PEG比率达到2.11，是MSCI中国的两倍多。\n野村同时提醒投资者，目前市场对于MSCI美国的盈利并没有反映出美国可能的公司税新政。\n拜登的民主党政府一个重大政策选择就是提高公司税。如果美国政府上调企业税率，目前的盈利预期将受到挤压，美国股市的PEG比率将进一步上升。\n野村总结称，从传统的投资方法出发，投资者将看到未来数年中国A股的股价比美股便宜，投资者应当摒弃固有的偏见，在基准指数给出指引之前就开始加码中国A股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811876454,"gmtCreate":1630313361578,"gmtModify":1704958247592,"author":{"id":"3538795841450495","authorId":"3538795841450495","name":"股票小蜜蜂","avatar":"https://static.tigerbbs.com/ff19986335d18f2c8f2fa2bce8c420bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538795841450495","authorIdStr":"3538795841450495"},"themes":[],"htmlText":"<a 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17:46","market":"hk","language":"zh","title":"滴滴出行再被约谈：再改不好就下架","url":"https://stock-news.laohu8.com/highlight/detail?id=2160920589","media":"我叫王小白","summary":"前不久，滴滴出行APP存在侵犯用户隐私安全问题，最终被网信办通知全网下架。而近日，滴滴出行又被交通部门约谈，要求整改问题。滴滴出行被石家庄交通部约谈（侵删）此次约谈滴滴出行的是石家庄市交通部门，指出了目前滴滴出行在石家庄市运营过程中，存在以下问题：一、平...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0D/0A/ChMkKmEbheSIfXHVAAD8aH7Sr5wAAS3VAMglwsAAPyA030.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>前不久，滴滴出行APP存在侵犯用户隐私安全问题，最终被网信办通知全网下架。而近日，滴滴出行又被交通部门约谈，要求整改问题。</p><p><span></span><img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0D/0A/ChMkKmEbheSIfXHVAAD8aH7Sr5wAAS3VAMglwsAAPyA030.jpg\"/><strong>滴滴出行被石家庄交通部约谈（侵删）</strong></p><p>此次约谈滴滴出行的是石家庄市交通部门，指出了目前滴滴出行在石家庄市运营过程中，存在以下问题：</p><p>一、平台内不合规车辆清退工作行动缓慢，没有按要求把好车辆和驾驶员准入关，前期将大量不合规车辆和驾驶员接入平台运营；</p><p>二、存在收费打折、赠券等促销活动，引发相关从业人员间矛盾，甚至导致维稳事件发生；</p><p>三、“花小猪打车”APP存在接收清退不合规车辆，司机普遍素质较差，投诉率高等问题；</p><p>四、疫情防控工作中，对非职业驾驶员临时营运行为，把关不严，存在工作隐患；</p><p>五、对营运驾驶员安全培训教育存在不到位现象。</p><p>那么，网友们如何看待这件事呢？ </p><p>本文属于原创文章，如若转载，请注明来源：滴滴出行再被约谈：再改不好就下架https://news.zol.com.cn/774/7748180.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://news.zol.com.cn/774/7748180.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://news.zol.com.cn/774/7748180.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">670</span>\n<span itemprop=\"description\">前不久，滴滴出行APP存在侵犯用户隐私安全问题，最终被网信办通知全网下架。而近日，滴滴出行又被交通部门约谈，要求整改问题。滴滴出行被石家庄交通部约谈（侵删）此次约谈滴滴出行的是石家庄市交通部门，指出了目前滴滴出行在石家庄市运营过程中，存在以下问题：一、平...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>滴滴出行再被约谈：再改不好就下架</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{},"source_url":"http://news.zol.com.cn/774/7748180.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160920589","content_text":"前不久，滴滴出行APP存在侵犯用户隐私安全问题，最终被网信办通知全网下架。而近日，滴滴出行又被交通部门约谈，要求整改问题。滴滴出行被石家庄交通部约谈（侵删）此次约谈滴滴出行的是石家庄市交通部门，指出了目前滴滴出行在石家庄市运营过程中，存在以下问题：一、平台内不合规车辆清退工作行动缓慢，没有按要求把好车辆和驾驶员准入关，前期将大量不合规车辆和驾驶员接入平台运营；二、存在收费打折、赠券等促销活动，引发相关从业人员间矛盾，甚至导致维稳事件发生；三、“花小猪打车”APP存在接收清退不合规车辆，司机普遍素质较差，投诉率高等问题；四、疫情防控工作中，对非职业驾驶员临时营运行为，把关不严，存在工作隐患；五、对营运驾驶员安全培训教育存在不到位现象。那么，网友们如何看待这件事呢？ 本文属于原创文章，如若转载，请注明来源：滴滴出行再被约谈：再改不好就下架https://news.zol.com.cn/774/7748180.html\n\nhttps://news.zol.com.cn/774/7748180.html\nnews.zol.com.cn\ntrue\n中关村在线\nhttps://news.zol.com.cn/774/7748180.html\nreport\n670\n前不久，滴滴出行APP存在侵犯用户隐私安全问题，最终被网信办通知全网下架。而近日，滴滴出行又被交通部门约谈，要求整改问题。滴滴出行被石家庄交通部约谈（侵删）此次约谈滴滴出行的是石家庄市交通部门，指出了目前滴滴出行在石家庄市运营过程中，存在以下问题：一、平...","news_type":1},"isVote":1,"tweetType":1,"viewCount":1815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893278910,"gmtCreate":1628269572730,"gmtModify":1628269572730,"author":{"id":"3538795841450495","authorId":"3538795841450495","name":"股票小蜜蜂","avatar":"https://static.tigerbbs.com/ff19986335d18f2c8f2fa2bce8c420bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538795841450495","authorIdStr":"3538795841450495"},"themes":[],"htmlText":"国家网信办啥时候查完公布结果呀？","listText":"国家网信办啥时候查完公布结果呀？","text":"国家网信办啥时候查完公布结果呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893278910","repostId":"2157952754","repostType":2,"isVote":1,"tweetType":1,"viewCount":2471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189987585,"gmtCreate":1623240274347,"gmtModify":1623240274347,"author":{"id":"3538795841450495","authorId":"3538795841450495","name":"股票小蜜蜂","avatar":"https://static.tigerbbs.com/ff19986335d18f2c8f2fa2bce8c420bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538795841450495","authorIdStr":"3538795841450495"},"themes":[],"htmlText":"<a 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href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2077563254859866305&channelId=1119&toc_style_id=feeds_default&module=ccnews%3A%2F%2Fappclient%2Fpage%2Ffeeds%2Fdetail%3Furl%3Dhttps%253A%252F%252Fcontent-static.cctvnews.cctv.com%252Fsnow-book%252Findex.html%253Fitem_id%253D2077563254859866305%2526channelId%253D1119%2526toc_style_id%253Dfeeds_default><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>总台央视记者从工信部了解到，今年以来，在工信部开展的App侵害用户权益专项整治中，腾讯公司旗下9款产品存在违规行为，共计4批次被公开通报，违反了2021年信息通信业行风纠风相关要求。按照有关部署，工信部对腾讯公司采取过渡性的行政指导措施，要求对于即将发布的App新产品，以及既有App产品的更新版本，上架前需经工信部组织技术检测，检测合格后正常上架。\n腾讯公司11月24日下午表示，公司正持续升级...</p>\n\n<a 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2077563254859866305&channelId=1119&toc_style_id=feeds_default&module=ccnews%3A%2F%2Fappclient%2Fpage%2Ffeeds%2Fdetail%3Furl%3Dhttps%253A%252F%252Fcontent-static.cctvnews.cctv.com%252Fsnow-book%252Findex.html%253Fitem_id%253D2077563254859866305%2526channelId%253D1119%2526toc_style_id%253Dfeeds_default","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144764621","content_text":"总台央视记者从工信部了解到，今年以来，在工信部开展的App侵害用户权益专项整治中，腾讯公司旗下9款产品存在违规行为，共计4批次被公开通报，违反了2021年信息通信业行风纠风相关要求。按照有关部署，工信部对腾讯公司采取过渡性的行政指导措施，要求对于即将发布的App新产品，以及既有App产品的更新版本，上架前需经工信部组织技术检测，检测合格后正常上架。\n腾讯公司11月24日下午表示，公司正持续升级App对用户权益保护的各项措施，并配合监管部门进行正常的合规检测。在此期间，用户可正常下载使用App现有版本。经测试，目前腾讯系App在官方及各应用商店下载一切正常，也未出现下架情况，用户使用并不受到影响。\n（总台央视记者 孙蓟潍）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836846932,"gmtCreate":1629471918226,"gmtModify":1629471918226,"author":{"id":"3538795841450495","authorId":"3538795841450495","name":"股票小蜜蜂","avatar":"https://static.tigerbbs.com/ff19986335d18f2c8f2fa2bce8c420bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538795841450495","authorIdStr":"3538795841450495"},"themes":[],"htmlText":"越来越明朗了","listText":"越来越明朗了","text":"越来越明朗了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836846932","repostId":"1194459134","repostType":2,"isVote":1,"tweetType":1,"viewCount":1895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831993433,"gmtCreate":1629277219022,"gmtModify":1629280456092,"author":{"id":"3538795841450495","authorId":"3538795841450495","name":"股票小蜜蜂","avatar":"https://static.tigerbbs.com/ff19986335d18f2c8f2fa2bce8c420bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538795841450495","authorIdStr":"3538795841450495"},"themes":[],"htmlText":"一招掐死","listText":"一招掐死","text":"一招掐死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831993433","repostId":"1135021096","repostType":4,"isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}