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胖虎0706
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IP属地:安徽
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胖虎0706
2021-03-24
$Rocket Companies(RKT)$
居然还没派息,对得起我从去年七月开始持有你吗?
胖虎0706
2021-03-22
$Rocket Companies(RKT)$
今天盘前还是盘后派息呀
胖虎0706
2021-03-04
$Rocket Companies(RKT)$
股市从来都不是散户的游乐场,看wsb论坛炒股没用的。本次大涨是因为财报+CEO分红轧空。起决定性作用的从来都是机构,RKT这样GME也是这样。如果你真想了解wsb论坛的消息,我可以告诉你,里面现在的论调是,RKT只是跳板,他们又回去GME了,RKT就是弃子。
胖虎0706
2021-03-01
$Rocket Companies(RKT)$
不妙
胖虎0706
2021-01-30
$Rocket Companies(RKT)$
真的好無語這隻股票,這些空頭真的生兒子沒py
胖虎0706
2021-01-28
$Rocket Companies(RKT)$
你是真的垃圾
胖虎0706
2021-01-26
$Rocket Companies(RKT)$
打回原形。
胖虎0706
2020-12-21
$特斯拉(TSLA)$
今晚不适宜空,不适宜多,不适宜做任何波段骚操作。有仓位的放那儿放着,没仓位的别手痒。
胖虎0706
2020-12-09
$Rocket Companies(RKT)$
每天都是一个走势 早盘拉升,午盘跳水到收盘十字星,牛逼的不得了
胖虎0706
2020-12-01
$Rocket Companies(RKT)$
怎么就瞎了买了这只垃圾
胖虎0706
2020-11-23
$小鹏汽车(XPEV)$
纪念一下
胖虎0706
2020-11-17
$纳斯达克(.IXIC)$
纳指期货涨了我觉得很可能是特斯拉王者归来带动的。
$特斯拉(TSLA)$
胖虎0706
2020-11-10
$Rocket Companies(RKT)$
这货财报能冲上34我是不信的。
胖虎0706
2020-10-27
$蚂蚁集团(06688)$
为什么只能融资打新,先进不行吗 ,懂的解答一下
胖虎0706
2020-10-23
$Rocket Companies(RKT)$
昨晚逆市而行,这几天的表现比较稳定,看来盘整接近尾声,后面借大盘之势起飞概率增加。个人看法,不构成投资建议。
胖虎0706
2020-10-02
说说你对这篇新闻的看法...
据特斯拉中国官网:标准续航升级版Model 3价格降至24.99万元
胖虎0706
2020-08-11
FAAMG是什么?Metflix?
华尔街最看好的不是FAAMG,赚钱更容易的“猎物”出现了!
胖虎0706
2020-07-31
$理想汽车(LI)$
去**老虎
胖虎0706
2020-07-22
$蔚来(NIO)$
空头要爆了
胖虎0706
2020-07-18
$蔚来(NIO)$
k线头肩顶状态形成了,蔚来股价未来一周最少跌到9.8,各位把控好风险不要盲目加仓,目前我已经被套。
去老虎APP查看更多动态
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14:46","market":"us","language":"zh","title":"据特斯拉中国官网:标准续航升级版Model 3价格降至24.99万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1198754985","media":"老虎资讯综合","summary":"10月1日讯,据特斯拉中国官网:标准续航升级版Model 3价格降至24.99万元。\n\n昨日,据外媒援引知情人士透露,特斯拉最快周四发布中国产使用更廉价的磷酸铁锂电池的Model 3电动车。\n\n据另一位知情人士称,中国产使用廉价新电池的Model 3电动车在扣除政府补贴后售价249900元人民币(36800美元),这将使特斯拉这一基本车型的起售价降低了近10%。\n\n目前,特斯拉最便宜的车型为国产Model 3,在扣除补贴后售价为271550元人民币,续航445公里。\n\n\n\n按照特斯拉常用“发布”新车的方式,新款Model 3或许会在官网悄悄更新上架。","content":"<p>10月1日讯,据特斯拉中国官网:标准续航升级版Model 3价格降至24.99万元。</p><p>昨日,据外媒援引知情人士透露,特斯拉最快周四发布中国产使用更廉价的磷酸铁锂电池的Model 3电动车。</p><p>据另一位知情人士称,中国产使用廉价新电池的Model 3电动车在扣除政府补贴后售价249900元人民币(36800美元),这将使特斯拉这一基本车型的起售价降低了近10%。</p><p>目前,特斯拉最便宜的车型为国产Model 3,在扣除补贴后售价为271550元人民币,续航445公里。</p><p><img src=\"https://static.tigerbbs.com/a89e36d7c756081ed7667f750278ee5b\" tg-width=\"500\" tg-height=\"226\"></p><p>按照特斯拉常用“发布”新车的方式,新款Model 3或许会在官网悄悄更新上架。</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>据特斯拉中国官网:标准续航升级版Model 3价格降至24.99万元</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; 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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据特斯拉中国官网:标准续航升级版Model 3价格降至24.99万元\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\">2020-10-01 14:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月1日讯,据特斯拉中国官网:标准续航升级版Model 3价格降至24.99万元。</p><p>昨日,据外媒援引知情人士透露,特斯拉最快周四发布中国产使用更廉价的磷酸铁锂电池的Model 3电动车。</p><p>据另一位知情人士称,中国产使用廉价新电池的Model 3电动车在扣除政府补贴后售价249900元人民币(36800美元),这将使特斯拉这一基本车型的起售价降低了近10%。</p><p>目前,特斯拉最便宜的车型为国产Model 3,在扣除补贴后售价为271550元人民币,续航445公里。</p><p><img src=\"https://static.tigerbbs.com/a89e36d7c756081ed7667f750278ee5b\" tg-width=\"500\" tg-height=\"226\"></p><p>按照特斯拉常用“发布”新车的方式,新款Model 3或许会在官网悄悄更新上架。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198754985","content_text":"10月1日讯,据特斯拉中国官网:标准续航升级版Model 3价格降至24.99万元。昨日,据外媒援引知情人士透露,特斯拉最快周四发布中国产使用更廉价的磷酸铁锂电池的Model 3电动车。据另一位知情人士称,中国产使用廉价新电池的Model 3电动车在扣除政府补贴后售价249900元人民币(36800美元),这将使特斯拉这一基本车型的起售价降低了近10%。目前,特斯拉最便宜的车型为国产Model 3,在扣除补贴后售价为271550元人民币,续航445公里。按照特斯拉常用“发布”新车的方式,新款Model 3或许会在官网悄悄更新上架。","news_type":1},"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944797579,"gmtCreate":1597118712191,"gmtModify":1704214446409,"author":{"id":"3557269796318359","authorId":"3557269796318359","name":"胖虎0706","avatar":"https://static.tigerbbs.com/af6b26fc2a094342550f4ba575bd3934","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557269796318359","authorIdStr":"3557269796318359"},"themes":[],"htmlText":"FAAMG是什么?Metflix?","listText":"FAAMG是什么?Metflix?","text":"FAAMG是什么?Metflix?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/944797579","repostId":"1176160912","repostType":4,"repost":{"id":"1176160912","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1597113044,"share":"https://www.laohu8.com/m/news/1176160912?lang=&edition=full","pubTime":"2020-08-11 10:30","market":"us","language":"zh","title":"华尔街最看好的不是FAAMG,赚钱更容易的“猎物”出现了!","url":"https://stock-news.laohu8.com/highlight/detail?id=1176160912","media":"Wind万得","summary":"财报季即将落下没帷幕,二季度FAAMG无论是收入还是股价均领先标普500。然而展望未来,华尔街认为资产负债表稳健的中小股更具投资价值,摩根大通甚至称“中年小股赚钱从未如此容易”。FAAMG业绩领先市场","content":"<p>财报季即将落下没帷幕,二季度FAAMG无论是收入还是股价均领先标普500。然而展望未来,华尔街认为资产负债表稳健的中小股更具投资价值,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>甚至称“中年小股赚钱从未如此容易”。</p><p><b>FAAMG业绩领先市场</b></p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>研报显示,二季度标普500指数每股收益同比跌幅“仅”为34%,远高于普遍预期的下跌45%,也远高于高盛自己预测的下跌60%。</p><p><img src=\"https://static.tigerbbs.com/ed8bd0a9c6410a3ee0cb42422c5f6811\" tg-width=\"563\" tg-height=\"400\"></p><p>具体来看,445家公司已公布财报,占标普500指数成份股总市值的88%。其中58%的公司每股收益超出普遍预期,这一比例这远高于47%的长期平均水平,几乎与2009年金融危机后创下的历史最高纪录持平。</p><p>高盛分析师David Kostin表示,之所以出现这种情况,是因为在第二季度财报发布之前,普遍的自下而上的盈利预期被大幅下调。由于预期偏低,那些每股收益超出预期的公司在公布财报后的交易日平均只比市场高出36个基点,低于历史平均水平110个基点。</p><p>值得注意的是,大型科技企业与中小企业的表现在二季度进一步分化:五大科技巨头FAAMG每股收益同比增长2%,而同期标普500其他495家公司总体下降-38%。分析师认为,FAAMG股票受益于受公共卫生事件加速的长期发展趋势,例如云支出和电子商务,并继续扩大各领域的市场份额。”</p><p>然而,与大公司相比,公共卫生事件对经济增长的冲击在小公司的业绩上尤其明显。高盛最近一项小型企业调查显示,84%的PPP贷款接受者预计将在8月的第一周耗尽资金。小型企业的进一步疲软可能威胁到美国劳动力市场的复苏和大型企业收入的增长。</p><p>大型科技公司与中小企业的分化也反映在股价上:今年以来,FAAMG股价屡创新高,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>自年初涨幅均超过50%;而另一方面,罗素中盘指数今年以来下跌2.33%,罗素3000指数同期上涨3.79%。</p><p><b>华尔街看向中小股</b></p><p>不过,中小企业今年跌幅,也让部分分析师看到了机会。摩根大通全球中小型股票策略主管Eduardo Lecubarri表示,自从公共卫生事件爆发以来,五分之一的中小型股票仍下跌超过30%,他表示在中小股上“赚钱从未如此容易”。</p><p>具体来看,Lecubarri 在接受CNBC采访时表示:“在当今世界上,每一美元被积极管理的钱,就对应80美分被动管理的资金。因此,基本面和估值之间的差距实际上是相当大的。” 现在,大多数主要股指都比3月份暴跌前的水平低了不到10%,但是在行业层面上的复苏并不均衡,一些周期性行业遭受更大的打击。</p><p>Lecubarri建议,目前的市场似乎是在美联储大笔买单的推动下定价,并补充说,投资者应将重点放在较有上涨潜力的不受欢迎的中小盘股上。</p><p>具体到个股来看,摩根大通认为与公共卫生事件之前相比股价跌超30%,但其“资产负债表稳定,估值接近谷底,而业务并未受到结构性破坏”的中小型个股最具优势。Lecubarri表示:“即使在经济已受到冲击之后,部分中小企业的资产负债表仍很稳健,这类公司仍能给投资者一个不错的风险回报机会。”</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>华尔街最看好的不是FAAMG,赚钱更容易的“猎物”出现了!</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华尔街最看好的不是FAAMG,赚钱更容易的“猎物”出现了!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2020-08-11 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>财报季即将落下没帷幕,二季度FAAMG无论是收入还是股价均领先标普500。然而展望未来,华尔街认为资产负债表稳健的中小股更具投资价值,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>甚至称“中年小股赚钱从未如此容易”。</p><p><b>FAAMG业绩领先市场</b></p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>研报显示,二季度标普500指数每股收益同比跌幅“仅”为34%,远高于普遍预期的下跌45%,也远高于高盛自己预测的下跌60%。</p><p><img src=\"https://static.tigerbbs.com/ed8bd0a9c6410a3ee0cb42422c5f6811\" tg-width=\"563\" tg-height=\"400\"></p><p>具体来看,445家公司已公布财报,占标普500指数成份股总市值的88%。其中58%的公司每股收益超出普遍预期,这一比例这远高于47%的长期平均水平,几乎与2009年金融危机后创下的历史最高纪录持平。</p><p>高盛分析师David Kostin表示,之所以出现这种情况,是因为在第二季度财报发布之前,普遍的自下而上的盈利预期被大幅下调。由于预期偏低,那些每股收益超出预期的公司在公布财报后的交易日平均只比市场高出36个基点,低于历史平均水平110个基点。</p><p>值得注意的是,大型科技企业与中小企业的表现在二季度进一步分化:五大科技巨头FAAMG每股收益同比增长2%,而同期标普500其他495家公司总体下降-38%。分析师认为,FAAMG股票受益于受公共卫生事件加速的长期发展趋势,例如云支出和电子商务,并继续扩大各领域的市场份额。”</p><p>然而,与大公司相比,公共卫生事件对经济增长的冲击在小公司的业绩上尤其明显。高盛最近一项小型企业调查显示,84%的PPP贷款接受者预计将在8月的第一周耗尽资金。小型企业的进一步疲软可能威胁到美国劳动力市场的复苏和大型企业收入的增长。</p><p>大型科技公司与中小企业的分化也反映在股价上:今年以来,FAAMG股价屡创新高,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>自年初涨幅均超过50%;而另一方面,罗素中盘指数今年以来下跌2.33%,罗素3000指数同期上涨3.79%。</p><p><b>华尔街看向中小股</b></p><p>不过,中小企业今年跌幅,也让部分分析师看到了机会。摩根大通全球中小型股票策略主管Eduardo Lecubarri表示,自从公共卫生事件爆发以来,五分之一的中小型股票仍下跌超过30%,他表示在中小股上“赚钱从未如此容易”。</p><p>具体来看,Lecubarri 在接受CNBC采访时表示:“在当今世界上,每一美元被积极管理的钱,就对应80美分被动管理的资金。因此,基本面和估值之间的差距实际上是相当大的。” 现在,大多数主要股指都比3月份暴跌前的水平低了不到10%,但是在行业层面上的复苏并不均衡,一些周期性行业遭受更大的打击。</p><p>Lecubarri建议,目前的市场似乎是在美联储大笔买单的推动下定价,并补充说,投资者应将重点放在较有上涨潜力的不受欢迎的中小盘股上。</p><p>具体到个股来看,摩根大通认为与公共卫生事件之前相比股价跌超30%,但其“资产负债表稳定,估值接近谷底,而业务并未受到结构性破坏”的中小型个股最具优势。Lecubarri表示:“即使在经济已受到冲击之后,部分中小企业的资产负债表仍很稳健,这类公司仍能给投资者一个不错的风险回报机会。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176160912","content_text":"财报季即将落下没帷幕,二季度FAAMG无论是收入还是股价均领先标普500。然而展望未来,华尔街认为资产负债表稳健的中小股更具投资价值,摩根大通甚至称“中年小股赚钱从未如此容易”。FAAMG业绩领先市场高盛研报显示,二季度标普500指数每股收益同比跌幅“仅”为34%,远高于普遍预期的下跌45%,也远高于高盛自己预测的下跌60%。具体来看,445家公司已公布财报,占标普500指数成份股总市值的88%。其中58%的公司每股收益超出普遍预期,这一比例这远高于47%的长期平均水平,几乎与2009年金融危机后创下的历史最高纪录持平。高盛分析师David Kostin表示,之所以出现这种情况,是因为在第二季度财报发布之前,普遍的自下而上的盈利预期被大幅下调。由于预期偏低,那些每股收益超出预期的公司在公布财报后的交易日平均只比市场高出36个基点,低于历史平均水平110个基点。值得注意的是,大型科技企业与中小企业的表现在二季度进一步分化:五大科技巨头FAAMG每股收益同比增长2%,而同期标普500其他495家公司总体下降-38%。分析师认为,FAAMG股票受益于受公共卫生事件加速的长期发展趋势,例如云支出和电子商务,并继续扩大各领域的市场份额。”然而,与大公司相比,公共卫生事件对经济增长的冲击在小公司的业绩上尤其明显。高盛最近一项小型企业调查显示,84%的PPP贷款接受者预计将在8月的第一周耗尽资金。小型企业的进一步疲软可能威胁到美国劳动力市场的复苏和大型企业收入的增长。大型科技公司与中小企业的分化也反映在股价上:今年以来,FAAMG股价屡创新高,苹果和亚马逊自年初涨幅均超过50%;而另一方面,罗素中盘指数今年以来下跌2.33%,罗素3000指数同期上涨3.79%。华尔街看向中小股不过,中小企业今年跌幅,也让部分分析师看到了机会。摩根大通全球中小型股票策略主管Eduardo Lecubarri表示,自从公共卫生事件爆发以来,五分之一的中小型股票仍下跌超过30%,他表示在中小股上“赚钱从未如此容易”。具体来看,Lecubarri 在接受CNBC采访时表示:“在当今世界上,每一美元被积极管理的钱,就对应80美分被动管理的资金。因此,基本面和估值之间的差距实际上是相当大的。” 现在,大多数主要股指都比3月份暴跌前的水平低了不到10%,但是在行业层面上的复苏并不均衡,一些周期性行业遭受更大的打击。Lecubarri建议,目前的市场似乎是在美联储大笔买单的推动下定价,并补充说,投资者应将重点放在较有上涨潜力的不受欢迎的中小盘股上。具体到个股来看,摩根大通认为与公共卫生事件之前相比股价跌超30%,但其“资产负债表稳定,估值接近谷底,而业务并未受到结构性破坏”的中小型个股最具优势。Lecubarri表示:“即使在经济已受到冲击之后,部分中小企业的资产负债表仍很稳健,这类公司仍能给投资者一个不错的风险回报机会。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942208693,"gmtCreate":1596125862312,"gmtModify":1704211388936,"author":{"id":"3557269796318359","authorId":"3557269796318359","name":"胖虎0706","avatar":"https://static.tigerbbs.com/af6b26fc2a094342550f4ba575bd3934","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557269796318359","authorIdStr":"3557269796318359"},"themes":[],"htmlText":"<a 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Companies(RKT)$昨晚逆市而行,这几天的表现比较稳定,看来盘整接近尾声,后面借大盘之势起飞概率增加。个人看法,不构成投资建议。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301124206","isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944797579,"gmtCreate":1597118712191,"gmtModify":1704214446409,"author":{"id":"3557269796318359","authorId":"3557269796318359","name":"胖虎0706","avatar":"https://static.tigerbbs.com/af6b26fc2a094342550f4ba575bd3934","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557269796318359","idStr":"3557269796318359"},"themes":[],"htmlText":"FAAMG是什么?Metflix?","listText":"FAAMG是什么?Metflix?","text":"FAAMG是什么?Metflix?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/944797579","repostId":"1176160912","repostType":4,"repost":{"id":"1176160912","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1597113044,"share":"https://www.laohu8.com/m/news/1176160912?lang=&edition=full","pubTime":"2020-08-11 10:30","market":"us","language":"zh","title":"华尔街最看好的不是FAAMG,赚钱更容易的“猎物”出现了!","url":"https://stock-news.laohu8.com/highlight/detail?id=1176160912","media":"Wind万得","summary":"财报季即将落下没帷幕,二季度FAAMG无论是收入还是股价均领先标普500。然而展望未来,华尔街认为资产负债表稳健的中小股更具投资价值,摩根大通甚至称“中年小股赚钱从未如此容易”。FAAMG业绩领先市场","content":"<p>财报季即将落下没帷幕,二季度FAAMG无论是收入还是股价均领先标普500。然而展望未来,华尔街认为资产负债表稳健的中小股更具投资价值,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>甚至称“中年小股赚钱从未如此容易”。</p><p><b>FAAMG业绩领先市场</b></p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>研报显示,二季度标普500指数每股收益同比跌幅“仅”为34%,远高于普遍预期的下跌45%,也远高于高盛自己预测的下跌60%。</p><p><img src=\"https://static.tigerbbs.com/ed8bd0a9c6410a3ee0cb42422c5f6811\" tg-width=\"563\" tg-height=\"400\"></p><p>具体来看,445家公司已公布财报,占标普500指数成份股总市值的88%。其中58%的公司每股收益超出普遍预期,这一比例这远高于47%的长期平均水平,几乎与2009年金融危机后创下的历史最高纪录持平。</p><p>高盛分析师David Kostin表示,之所以出现这种情况,是因为在第二季度财报发布之前,普遍的自下而上的盈利预期被大幅下调。由于预期偏低,那些每股收益超出预期的公司在公布财报后的交易日平均只比市场高出36个基点,低于历史平均水平110个基点。</p><p>值得注意的是,大型科技企业与中小企业的表现在二季度进一步分化:五大科技巨头FAAMG每股收益同比增长2%,而同期标普500其他495家公司总体下降-38%。分析师认为,FAAMG股票受益于受公共卫生事件加速的长期发展趋势,例如云支出和电子商务,并继续扩大各领域的市场份额。”</p><p>然而,与大公司相比,公共卫生事件对经济增长的冲击在小公司的业绩上尤其明显。高盛最近一项小型企业调查显示,84%的PPP贷款接受者预计将在8月的第一周耗尽资金。小型企业的进一步疲软可能威胁到美国劳动力市场的复苏和大型企业收入的增长。</p><p>大型科技公司与中小企业的分化也反映在股价上:今年以来,FAAMG股价屡创新高,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>自年初涨幅均超过50%;而另一方面,罗素中盘指数今年以来下跌2.33%,罗素3000指数同期上涨3.79%。</p><p><b>华尔街看向中小股</b></p><p>不过,中小企业今年跌幅,也让部分分析师看到了机会。摩根大通全球中小型股票策略主管Eduardo Lecubarri表示,自从公共卫生事件爆发以来,五分之一的中小型股票仍下跌超过30%,他表示在中小股上“赚钱从未如此容易”。</p><p>具体来看,Lecubarri 在接受CNBC采访时表示:“在当今世界上,每一美元被积极管理的钱,就对应80美分被动管理的资金。因此,基本面和估值之间的差距实际上是相当大的。” 现在,大多数主要股指都比3月份暴跌前的水平低了不到10%,但是在行业层面上的复苏并不均衡,一些周期性行业遭受更大的打击。</p><p>Lecubarri建议,目前的市场似乎是在美联储大笔买单的推动下定价,并补充说,投资者应将重点放在较有上涨潜力的不受欢迎的中小盘股上。</p><p>具体到个股来看,摩根大通认为与公共卫生事件之前相比股价跌超30%,但其“资产负债表稳定,估值接近谷底,而业务并未受到结构性破坏”的中小型个股最具优势。Lecubarri表示:“即使在经济已受到冲击之后,部分中小企业的资产负债表仍很稳健,这类公司仍能给投资者一个不错的风险回报机会。”</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>华尔街最看好的不是FAAMG,赚钱更容易的“猎物”出现了!</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华尔街最看好的不是FAAMG,赚钱更容易的“猎物”出现了!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2020-08-11 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>财报季即将落下没帷幕,二季度FAAMG无论是收入还是股价均领先标普500。然而展望未来,华尔街认为资产负债表稳健的中小股更具投资价值,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>甚至称“中年小股赚钱从未如此容易”。</p><p><b>FAAMG业绩领先市场</b></p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>研报显示,二季度标普500指数每股收益同比跌幅“仅”为34%,远高于普遍预期的下跌45%,也远高于高盛自己预测的下跌60%。</p><p><img src=\"https://static.tigerbbs.com/ed8bd0a9c6410a3ee0cb42422c5f6811\" tg-width=\"563\" tg-height=\"400\"></p><p>具体来看,445家公司已公布财报,占标普500指数成份股总市值的88%。其中58%的公司每股收益超出普遍预期,这一比例这远高于47%的长期平均水平,几乎与2009年金融危机后创下的历史最高纪录持平。</p><p>高盛分析师David Kostin表示,之所以出现这种情况,是因为在第二季度财报发布之前,普遍的自下而上的盈利预期被大幅下调。由于预期偏低,那些每股收益超出预期的公司在公布财报后的交易日平均只比市场高出36个基点,低于历史平均水平110个基点。</p><p>值得注意的是,大型科技企业与中小企业的表现在二季度进一步分化:五大科技巨头FAAMG每股收益同比增长2%,而同期标普500其他495家公司总体下降-38%。分析师认为,FAAMG股票受益于受公共卫生事件加速的长期发展趋势,例如云支出和电子商务,并继续扩大各领域的市场份额。”</p><p>然而,与大公司相比,公共卫生事件对经济增长的冲击在小公司的业绩上尤其明显。高盛最近一项小型企业调查显示,84%的PPP贷款接受者预计将在8月的第一周耗尽资金。小型企业的进一步疲软可能威胁到美国劳动力市场的复苏和大型企业收入的增长。</p><p>大型科技公司与中小企业的分化也反映在股价上:今年以来,FAAMG股价屡创新高,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>自年初涨幅均超过50%;而另一方面,罗素中盘指数今年以来下跌2.33%,罗素3000指数同期上涨3.79%。</p><p><b>华尔街看向中小股</b></p><p>不过,中小企业今年跌幅,也让部分分析师看到了机会。摩根大通全球中小型股票策略主管Eduardo Lecubarri表示,自从公共卫生事件爆发以来,五分之一的中小型股票仍下跌超过30%,他表示在中小股上“赚钱从未如此容易”。</p><p>具体来看,Lecubarri 在接受CNBC采访时表示:“在当今世界上,每一美元被积极管理的钱,就对应80美分被动管理的资金。因此,基本面和估值之间的差距实际上是相当大的。” 现在,大多数主要股指都比3月份暴跌前的水平低了不到10%,但是在行业层面上的复苏并不均衡,一些周期性行业遭受更大的打击。</p><p>Lecubarri建议,目前的市场似乎是在美联储大笔买单的推动下定价,并补充说,投资者应将重点放在较有上涨潜力的不受欢迎的中小盘股上。</p><p>具体到个股来看,摩根大通认为与公共卫生事件之前相比股价跌超30%,但其“资产负债表稳定,估值接近谷底,而业务并未受到结构性破坏”的中小型个股最具优势。Lecubarri表示:“即使在经济已受到冲击之后,部分中小企业的资产负债表仍很稳健,这类公司仍能给投资者一个不错的风险回报机会。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176160912","content_text":"财报季即将落下没帷幕,二季度FAAMG无论是收入还是股价均领先标普500。然而展望未来,华尔街认为资产负债表稳健的中小股更具投资价值,摩根大通甚至称“中年小股赚钱从未如此容易”。FAAMG业绩领先市场高盛研报显示,二季度标普500指数每股收益同比跌幅“仅”为34%,远高于普遍预期的下跌45%,也远高于高盛自己预测的下跌60%。具体来看,445家公司已公布财报,占标普500指数成份股总市值的88%。其中58%的公司每股收益超出普遍预期,这一比例这远高于47%的长期平均水平,几乎与2009年金融危机后创下的历史最高纪录持平。高盛分析师David Kostin表示,之所以出现这种情况,是因为在第二季度财报发布之前,普遍的自下而上的盈利预期被大幅下调。由于预期偏低,那些每股收益超出预期的公司在公布财报后的交易日平均只比市场高出36个基点,低于历史平均水平110个基点。值得注意的是,大型科技企业与中小企业的表现在二季度进一步分化:五大科技巨头FAAMG每股收益同比增长2%,而同期标普500其他495家公司总体下降-38%。分析师认为,FAAMG股票受益于受公共卫生事件加速的长期发展趋势,例如云支出和电子商务,并继续扩大各领域的市场份额。”然而,与大公司相比,公共卫生事件对经济增长的冲击在小公司的业绩上尤其明显。高盛最近一项小型企业调查显示,84%的PPP贷款接受者预计将在8月的第一周耗尽资金。小型企业的进一步疲软可能威胁到美国劳动力市场的复苏和大型企业收入的增长。大型科技公司与中小企业的分化也反映在股价上:今年以来,FAAMG股价屡创新高,苹果和亚马逊自年初涨幅均超过50%;而另一方面,罗素中盘指数今年以来下跌2.33%,罗素3000指数同期上涨3.79%。华尔街看向中小股不过,中小企业今年跌幅,也让部分分析师看到了机会。摩根大通全球中小型股票策略主管Eduardo 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