+关注
Alpha_Trader
暂无个人介绍
IP属地：未知
11
关注
0
粉丝
0
主题
0
勋章
主贴
热门
Alpha_Trader
2021-02-16
这篇文章不错，转发给大家看看
@小虎周报:美港股策略：QE火力全开，带给上半年哪些投资机会?
Alpha_Trader
2021-01-29
这篇文章不错，转发给大家看看
抱歉，原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3565935825496027","uuid":"3565935825496027","gmtCreate":1603080866727,"gmtModify":1605169601616,"name":"Alpha_Trader","pinyin":"alphatraderalphatrader","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/83ddb27682cb257b87e240288bea063b","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":11,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.07","exceedPercentage":"93.60%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.09","exceedPercentage":"93.86%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":385039740,"gmtCreate":1613487942880,"gmtModify":1634553456108,"author":{"id":"3565935825496027","authorId":"3565935825496027","name":"Alpha_Trader","avatar":"https://static.tigerbbs.com/83ddb27682cb257b87e240288bea063b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565935825496027","idStr":"3565935825496027"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385039740","repostId":"382509454","repostType":1,"repost":{"id":382509454,"gmtCreate":1613461068174,"gmtModify":1613713102654,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"美港股策略：QE火力全开，带给上半年哪些投资机会?","htmlText":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","listText":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","text":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。$标普500(.SPX)$ 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；$KraneShares CSI China Internet ETF(KWEB)$ 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好$美国银行(BAC)$ ，$花旗(C)$ ，$摩根士丹利(MS)$ ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","images":[{"img":"https://static.tigerbbs.com/51ce5c5fca651815c54bb9d12a0ed62b","width":"834","height":"430"},{"img":"https://static.tigerbbs.com/e1765144acda0365573baccb9a520dd6","width":"667","height":"854"},{"img":"https://static.tigerbbs.com/97caf096ca1a323e05a06e77d3cbc0e8","width":"644","height":"849"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382509454","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318446079,"gmtCreate":1611887865491,"gmtModify":1703755665984,"author":{"id":"3565935825496027","authorId":"3565935825496027","name":"Alpha_Trader","avatar":"https://static.tigerbbs.com/83ddb27682cb257b87e240288bea063b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565935825496027","idStr":"3565935825496027"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318446079","repostId":"2106243254","repostType":2,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":385039740,"gmtCreate":1613487942880,"gmtModify":1634553456108,"author":{"id":"3565935825496027","authorId":"3565935825496027","name":"Alpha_Trader","avatar":"https://static.tigerbbs.com/83ddb27682cb257b87e240288bea063b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565935825496027","idStr":"3565935825496027"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385039740","repostId":"382509454","repostType":1,"repost":{"id":382509454,"gmtCreate":1613461068174,"gmtModify":1613713102654,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"美港股策略：QE火力全开，带给上半年哪些投资机会?","htmlText":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","listText":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","text":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。$标普500(.SPX)$ 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；$KraneShares CSI China Internet ETF(KWEB)$ 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好$美国银行(BAC)$ ，$花旗(C)$ ，$摩根士丹利(MS)$ ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","images":[{"img":"https://static.tigerbbs.com/51ce5c5fca651815c54bb9d12a0ed62b","width":"834","height":"430"},{"img":"https://static.tigerbbs.com/e1765144acda0365573baccb9a520dd6","width":"667","height":"854"},{"img":"https://static.tigerbbs.com/97caf096ca1a323e05a06e77d3cbc0e8","width":"644","height":"849"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382509454","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318446079,"gmtCreate":1611887865491,"gmtModify":1703755665984,"author":{"id":"3565935825496027","authorId":"3565935825496027","name":"Alpha_Trader","avatar":"https://static.tigerbbs.com/83ddb27682cb257b87e240288bea063b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565935825496027","idStr":"3565935825496027"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318446079","repostId":"2106243254","repostType":2,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
