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Lin_6353
2023-07-27
高盛：求求各位老爷帮我接下盘我不玩了行吗？
高盛：做多中国的时间窗口开启
Lin_6353
2023-05-03
一个被救都想被救
第一共和救了，美国地区银行为何又暴跌？
Lin_6353
2022-12-30
$老虎证券(TIGR)$
之前开的账户还能如金嘛？
去老虎APP查看更多动态
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18:24","market":"sh","language":"zh","title":"高盛：做多中国的时间窗口开启","url":"https://stock-news.laohu8.com/highlight/detail?id=1127156081","media":"华尔街见闻","summary":"中国股票在接下来的几个月内有望表现更好。","content":"<html><head></head><body><p></p><p style=\"text-align: justify;\">政治局会议释放信号，美联储加息渐近尾声，中国资产反弹……有外资大行高呼：做多中国的时间到了！</p><p style=\"text-align: justify;\">7月26日，高盛分析师Kinger Lau、Timothy Moe等人在报告中指出，随着本周政治局会议确定下半年经济政策基调，中国市场的“政策底”已经形成，中国股市的短期反弹窗口现已打开。</p><p style=\"text-align: justify;\">本周沪深300指数上涨了2%，恒生科技指数上涨超过5%，恒生指数已连涨三周，离岸人民币和在岸人民币都上涨了约7%，今年发达市场和中国以外的新兴市场股票回报率分别为17%和14%。</p><p style=\"text-align: justify;\">高盛认为，从经验证据来看，目前迹象表明中国股票在接下来的几个月内有望表现更好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f7081ef504187b4500a47c9ebbc1205\" tg-width=\"640\" tg-height=\"506\"/></p><p style=\"text-align: justify;\">分析师指出，随着投资者情绪在6月之后逐渐温和，本周偏向宽松的政策可以为市场视为一种“惊喜”：</p><blockquote>投资者对于强有力政策的期望在6月初时可能相当高，在最近几周，这种乐观情绪逐渐变得温和，因此相对于市场的预期，偏向宽松的政策可以为市场视为一种“上行惊喜”。</blockquote><p style=\"text-align: justify;\">高盛最新数据显示，其对冲基金客户周二净买入中国股票，创9个月以来最快速度。高盛跟踪的11个行业里，对冲基金净买入其中9个，对非必需消费品股，必需消费品股，金融股，材料股和工业股的买入最为显著。</p><h2 id=\"id_1543927855\" style=\"text-align: start;\">看好TMT</h2><p style=\"text-align: justify;\">高盛指出，会议声明中还明确提到了“支持平台企业”，这对于中国的TMT股票是一个积极信号。</p><blockquote>政策扶持加上估值处于多年低位，中国TMT股票的潜在上行选项在当前的股票估值中似乎格外吸引人。</blockquote><blockquote>这其中包括积极运营杠杆、通过企业行动改善股东回报、进一步发展数字经济和长期的人工智能相关的企业所蕴含的机会。</blockquote><p style=\"text-align: justify;\">总体而言，<strong>推动增长的政策方向是高盛对中国股市持积极观点的关键证据之一，此外还包括在下半年由库存周期和政策刺激带来的改善的环比增长势头、成本相对较低的估值等。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7d5dd6bdc348e36c479dbd189d7c146\" tg-width=\"640\" tg-height=\"430\"/></p><p style=\"text-align: justify;\">分析师也指出，目前海外投资者仓位较轻，未来仍有更多上涨空间：</p><blockquote>截至2023年6月，全球主动管理型基金在中国资产配置上相对基准权重滞后了390个基点；对冲基金投资者在中国股票上的净敞口（相对于其全球股票持仓）仍比今年1月份低了460个基点；而大陆中国的股票基金在资产配置中仍持有较高的现金余额，尽管在会议声明公布之前，南向投资者在周一净购入了12亿美元的港股。</blockquote><blockquote>所有这些迹象表明，投资者并没有做好充分准备和仓位调整，目前的仓位风险似乎更偏向上行。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/979920895c8f69f66029903979c4e900\" tg-width=\"640\" tg-height=\"446\"/></p></body></html>","source":"live_wallstreetcn","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>高盛：做多中国的时间窗口开启</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{ 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}\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高盛：做多中国的时间窗口开启\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-27 18:24 北京时间 <a href=https://wallstreetcn.com/articles/3694215><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>政治局会议释放信号，美联储加息渐近尾声，中国资产反弹……有外资大行高呼：做多中国的时间到了！7月26日，高盛分析师Kinger Lau、Timothy Moe等人在报告中指出，随着本周政治局会议确定下半年经济政策基调，中国市场的“政策底”已经形成，中国股市的短期反弹窗口现已打开。本周沪深300指数上涨了2%，恒生科技指数上涨超过5%，恒生指数已连涨三周，离岸人民币和在岸人民币都上涨了约7%，今年...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694215\">Web Link</a>\n\n</div>\n\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"},"source_url":"https://wallstreetcn.com/articles/3694215","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1127156081","content_text":"政治局会议释放信号，美联储加息渐近尾声，中国资产反弹……有外资大行高呼：做多中国的时间到了！7月26日，高盛分析师Kinger Lau、Timothy Moe等人在报告中指出，随着本周政治局会议确定下半年经济政策基调，中国市场的“政策底”已经形成，中国股市的短期反弹窗口现已打开。本周沪深300指数上涨了2%，恒生科技指数上涨超过5%，恒生指数已连涨三周，离岸人民币和在岸人民币都上涨了约7%，今年发达市场和中国以外的新兴市场股票回报率分别为17%和14%。高盛认为，从经验证据来看，目前迹象表明中国股票在接下来的几个月内有望表现更好。分析师指出，随着投资者情绪在6月之后逐渐温和，本周偏向宽松的政策可以为市场视为一种“惊喜”：投资者对于强有力政策的期望在6月初时可能相当高，在最近几周，这种乐观情绪逐渐变得温和，因此相对于市场的预期，偏向宽松的政策可以为市场视为一种“上行惊喜”。高盛最新数据显示，其对冲基金客户周二净买入中国股票，创9个月以来最快速度。高盛跟踪的11个行业里，对冲基金净买入其中9个，对非必需消费品股，必需消费品股，金融股，材料股和工业股的买入最为显著。看好TMT高盛指出，会议声明中还明确提到了“支持平台企业”，这对于中国的TMT股票是一个积极信号。政策扶持加上估值处于多年低位，中国TMT股票的潜在上行选项在当前的股票估值中似乎格外吸引人。这其中包括积极运营杠杆、通过企业行动改善股东回报、进一步发展数字经济和长期的人工智能相关的企业所蕴含的机会。总体而言，推动增长的政策方向是高盛对中国股市持积极观点的关键证据之一，此外还包括在下半年由库存周期和政策刺激带来的改善的环比增长势头、成本相对较低的估值等。分析师也指出，目前海外投资者仓位较轻，未来仍有更多上涨空间：截至2023年6月，全球主动管理型基金在中国资产配置上相对基准权重滞后了390个基点；对冲基金投资者在中国股票上的净敞口（相对于其全球股票持仓）仍比今年1月份低了460个基点；而大陆中国的股票基金在资产配置中仍持有较高的现金余额，尽管在会议声明公布之前，南向投资者在周一净购入了12亿美元的港股。所有这些迹象表明，投资者并没有做好充分准备和仓位调整，目前的仓位风险似乎更偏向上行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658794409,"gmtCreate":1683086572602,"gmtModify":1683088920357,"author":{"id":"3545224068563447","authorId":"3545224068563447","name":"Lin_6353","avatar":"https://static.tigerbbs.com/e88fe5f9e52e71b9d8ca38bea0ba956c","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3545224068563447","idStr":"3545224068563447"},"themes":[],"htmlText":"一个被救都想被救","listText":"一个被救都想被救","text":"一个被救都想被救","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658794409","repostId":"2332997563","repostType":2,"repost":{"id":"2332997563","pubTimestamp":1683069958,"share":"https://www.laohu8.com/m/news/2332997563?lang=&edition=full","pubTime":"2023-05-03 07:25","market":"us","language":"zh","title":"第一共和救了，美国地区银行为何又暴跌？","url":"https://stock-news.laohu8.com/highlight/detail?id=2332997563","media":"华尔街见闻","summary":"第一共和银行倒闭凸显银行业长期存在的弱点。市场现在想知道谁可能是下个需要救助的银行。而且，本周一接管第一共和时，监管方FDIC并未宣布扩大存款保险范围，令一些地区银行的投资者失望。","content":"<html><head></head><body><blockquote>第一共和银行倒闭凸显银行业长期存在的弱点。市场现在想知道谁可能是下个需要救助的银行。而且，本周一接管第一共和时，监管方FDIC并未宣布扩大存款保险范围，令一些地区银行的投资者失望。</blockquote><p>尽管美国监管方本周一将<a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>接管、并迅速找到买家<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>，银行业危机仍未能缓和，反而有愈演愈烈之势。</p><p>本周二，就在第一共和银行被接管且敲定摩根大通竞购成功次日，美国地区银行股反而大跌，成为当天大盘下行的一大推手。</p><p>地区银行指数KBW Nasdaq Regional Banking Index周二盘中跌幅曾达7%，地区银行股ETF SPDR标普地区银行ETF（KRE）甚至曾跌超8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b9c8f1a6fb5f96872e32c06cc292d74\" title=\"\" tg-width=\"1024\" tg-height=\"601\"/></p><p>地区银行中，<a href=\"https://laohu8.com/S/PACW\">西太平洋合众银行</a>一度跌42%，<a href=\"https://laohu8.com/S/WAL\">阿莱恩斯西部银行</a>跌幅一度达27%。Comerica Inc. （CMA）和Zions Bancorp（ZION）均跌超10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05bcbd82204b44ee036fda9b7a7a2563\" title=\"\" tg-width=\"1013\" tg-height=\"639\"/></p><p>为什么第一共和银行看来得救了，地区银行股却暴跌？有媒体认为，作为今年倒闭的第四家美国银行，第一共和银行的结局凸显了银行业长期存在的弱点。这些银行的倒闭固然有一些特殊的因素影响，但他们的困境都可以归结到，在利率上升的环境下，融资成本增加，同时资产的价值缩水。</p><p>由于储户为寻求更高的回报，将资金改投货币基金等其他工具，存款流失的银行吸纳了更多美联储和联邦住房贷款银行系统提供的流动性。这些资金能让银行保持流动性，但融资成本高昂，势必损伤盈利能力。</p><p>持类似看法的评论认为，地区银行还面对美联储要继续加息的问题。更高的利率使银行持有存款的成本增加，也会降低银行所持长期债券和贷款的账面价值。</p><p>分析师Herman Chan认为，目前还没有明确的对策，解决市场对地区银行缺乏信心的问题，可能需要监管方或者政府部门作出更全面的回应。</p><p>有评论指出，周一竞购成功第一共和银行后，摩根大通的CEO戴蒙一方面说，当前的银行业危机接近尾声，一方面又承认，可能还有一家小银行会倒闭。</p><p>Oanda的高级市场分析师Edward Moya评论称，华尔街想知道哪家银行可能是下一个需要救助的银行，因此容易从其他地区银行中挑选可能倒下的受害者。</p><p>Moya认为，摩根大通拿下第一共和银行只是让美国的银行业平静了一天。在有明确迹象显示紧急贷款计划可能取消以前，地区银行股看起来仍然很脆弱。</p><p>有评论认为，周二地区银行股价的表现部分源于，这些银行的不少投资者本以为，监管机构联邦存款保险公司（FDIC）在宣布接管第一共和银行时还将公布，要改动银行存款保险。硅谷银行和Signature银行的无保险存款规模极高，所以遭遇挤兑后才那么快倒闭。而FDIC无视业内的呼声，并未决定扩大存款保险范围。</p><p>华尔街见闻此前提到，周一FDIC公布了有关存款保险改革的方案，提出三种选择，一是保持现有保险框架，可能上调现有的25万美元存款保险上限，二是将保险范围扩大到所有储户，三是有针对性保障，提供不同的存款保险限额，对企业的付款账户给予更多保障。</p><p>FDIC并未青睐全面扩大存款保险，而是认为，第三种选择最能满足存款保险的金融稳定、以及保护储户成本的目标。</p><p>这样看来，FDIC即便推行改革，真正落地的改革举措也较有可能让地区银行的投资者希望落空。</p></body></html>","source":"wallstreetcn_api","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>第一共和救了，美国地区银行为何又暴跌？</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第一共和救了，美国地区银行为何又暴跌？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-03 07:25 北京时间 <a href=https://wallstreetcn.com/articles/3687854><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>第一共和银行倒闭凸显银行业长期存在的弱点。市场现在想知道谁可能是下个需要救助的银行。而且，本周一接管第一共和时，监管方FDIC并未宣布扩大存款保险范围，令一些地区银行的投资者失望。尽管美国监管方本周一将第一共和银行接管、并迅速找到买家摩根大通，银行业危机仍未能缓和，反而有愈演愈烈之势。本周二，就在第一共和银行被接管且敲定摩根大通竞购成功次日，美国地区银行股反而大跌，成为当天大盘下行的一大推手。地区...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3687854\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c00d1d31e556728112f2b099bbdb2458","relate_stocks":{"BK4211":"区域性银行","ZION":"齐昂银行","PACW":"西太平洋合众银行","BK4207":"综合性银行","KRE":"区域银行指数ETF-SPDR KBW","BK4589":"SVB概念","BK4535":"淡马锡持仓","CMA":"联信银行","BK4585":"ETF&股票定投概念","WAL":"阿莱恩斯西部银行","BK4588":"碎股"},"source_url":"https://wallstreetcn.com/articles/3687854","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2332997563","content_text":"第一共和银行倒闭凸显银行业长期存在的弱点。市场现在想知道谁可能是下个需要救助的银行。而且，本周一接管第一共和时，监管方FDIC并未宣布扩大存款保险范围，令一些地区银行的投资者失望。尽管美国监管方本周一将第一共和银行接管、并迅速找到买家摩根大通，银行业危机仍未能缓和，反而有愈演愈烈之势。本周二，就在第一共和银行被接管且敲定摩根大通竞购成功次日，美国地区银行股反而大跌，成为当天大盘下行的一大推手。地区银行指数KBW Nasdaq Regional Banking Index周二盘中跌幅曾达7%，地区银行股ETF SPDR标普地区银行ETF（KRE）甚至曾跌超8%。地区银行中，西太平洋合众银行一度跌42%，阿莱恩斯西部银行跌幅一度达27%。Comerica Inc. （CMA）和Zions Bancorp（ZION）均跌超10%。为什么第一共和银行看来得救了，地区银行股却暴跌？有媒体认为，作为今年倒闭的第四家美国银行，第一共和银行的结局凸显了银行业长期存在的弱点。这些银行的倒闭固然有一些特殊的因素影响，但他们的困境都可以归结到，在利率上升的环境下，融资成本增加，同时资产的价值缩水。由于储户为寻求更高的回报，将资金改投货币基金等其他工具，存款流失的银行吸纳了更多美联储和联邦住房贷款银行系统提供的流动性。这些资金能让银行保持流动性，但融资成本高昂，势必损伤盈利能力。持类似看法的评论认为，地区银行还面对美联储要继续加息的问题。更高的利率使银行持有存款的成本增加，也会降低银行所持长期债券和贷款的账面价值。分析师Herman Chan认为，目前还没有明确的对策，解决市场对地区银行缺乏信心的问题，可能需要监管方或者政府部门作出更全面的回应。有评论指出，周一竞购成功第一共和银行后，摩根大通的CEO戴蒙一方面说，当前的银行业危机接近尾声，一方面又承认，可能还有一家小银行会倒闭。Oanda的高级市场分析师Edward Moya评论称，华尔街想知道哪家银行可能是下一个需要救助的银行，因此容易从其他地区银行中挑选可能倒下的受害者。Moya认为，摩根大通拿下第一共和银行只是让美国的银行业平静了一天。在有明确迹象显示紧急贷款计划可能取消以前，地区银行股看起来仍然很脆弱。有评论认为，周二地区银行股价的表现部分源于，这些银行的不少投资者本以为，监管机构联邦存款保险公司（FDIC）在宣布接管第一共和银行时还将公布，要改动银行存款保险。硅谷银行和Signature银行的无保险存款规模极高，所以遭遇挤兑后才那么快倒闭。而FDIC无视业内的呼声，并未决定扩大存款保险范围。华尔街见闻此前提到，周一FDIC公布了有关存款保险改革的方案，提出三种选择，一是保持现有保险框架，可能上调现有的25万美元存款保险上限，二是将保险范围扩大到所有储户，三是有针对性保障，提供不同的存款保险限额，对企业的付款账户给予更多保障。FDIC并未青睐全面扩大存款保险，而是认为，第三种选择最能满足存款保险的金融稳定、以及保护储户成本的目标。这样看来，FDIC即便推行改革，真正落地的改革举措也较有可能让地区银行的投资者希望落空。","news_type":1},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621559339,"gmtCreate":1672397701421,"gmtModify":1672398049352,"author":{"id":"3545224068563447","authorId":"3545224068563447","name":"Lin_6353","avatar":"https://static.tigerbbs.com/e88fe5f9e52e71b9d8ca38bea0ba956c","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3545224068563447","idStr":"3545224068563447"},"themes":[],"htmlText":"<a 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