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Allenb2k
2021-03-30
好
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Allenb2k
2021-02-24
學習學習[呆住]
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Allenb2k
2021-02-10
說說你對這篇新聞的看法...
中国SaaS赴美上市第一股容联云跌超18%，昨日收涨200%
Allenb2k
2021-03-30
難道.....
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Allenb2k
2021-02-11
走勢可期～持續追加～新年快樂🎆
中概新能源车股走高，小鹏汽车涨超5%
Allenb2k
2021-03-28
嗯昂
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Allenb2k
2021-02-12
加油～
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Allenb2k
2021-03-16
嗯嗯嗯吧
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Allenb2k
2021-02-25
嗯
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Allenb2k
2021-02-25
說說你對這篇新聞的看法...
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Allenb2k
2021-02-10
時代的改變～～～～～～～～～
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Allenb2k
2021-02-10
大家加油
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Allenb2k
2021-05-23
嗯嗯嗯嗯
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Allenb2k
2021-05-23
嗯～～～～
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18:52","market":"hk","language":"zh","title":"造车对小米意味着什么？彻底告别“轻资产”模式！","url":"https://stock-news.laohu8.com/highlight/detail?id=1142943168","media":"华尔街见闻","summary":"股价嗨，米粉嗨，但十年100亿美元的投入，雷军想好了吗？","content":"<p>作者：曹泽熙</p>\n<p>3月30日，小米集团发布公告，成立全资子公司，进军<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车市场，雷军亲自挂帅：</p>\n<blockquote>\n 本公司董事会正式批准智能电动汽车业务立项。本公司拟成立一家全资子公司，负责智能电动汽车业务。首期投资为100亿元人民币，预计未来10年投资额100亿美元。本集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。\n</blockquote>\n<p>消息传出后，虽然市场一片欢呼，但是从估值角度来看，如果小米真的造车，从轻资产互联网模式转向重资产的汽车行业，还能享受互联网公司的高估值么？小米造车，市场最关心的是什么？</p>\n<p>上个月，<a href=\"https://laohu8.com/S/C\">花旗</a>集团针对小米造车发布一份研究报告。</p>\n<p>虽然小米造车的传言已经流传甚久，但在一个月前的这份报告中，花旗认为：</p>\n<blockquote>\n <b>对小米这样的轻资产互联网公司来说，造车会带来不小的风险。</b>\n</blockquote>\n<p><b>简单来说，就是如果小米真的去把一部分资金和资源拿去造车，那就意味着小米从轻资产模式向重资产模式的转变，市场对小米“互联网公司”的估值模式可能都需要修正。</b></p>\n<p>花旗称：</p>\n<blockquote>\n 造车远比制造智能手机要复杂得多，供应链也更长，但米小米貌似还没有搭建起这样的供应链。而且，造车属于重资产业务，将会消耗大量资源，同时带给公司长期的财政负担，对当前公司的盈利能力可能会带来影响。\n</blockquote>\n<p><b>那么小米打算如何造车呢？</b></p>\n<p><b>是打算真的深入制造业一线造车，还是把新能源车纳入到小米的生态系统中呢？</b></p>\n<p>花旗当时猜想，小米可能把新能源车纳入到公司已经搭建起来的物联网系统之中，而非真的去造车。</p>\n<p>小米曾经和戴姆勒合作搭建车内AI声控助手，而且也在过去数年中投资了一些汽车企业。因此，和一些公司以及旗下附属公司合作共同搭建汽车使用的物联网系统是小米进军新能源车的可能方向。花旗认为，这种策略对小米估值、市场预期的冲击较小。</p>\n<p><b>花旗称，对小米来说，汽车是一个全新的领域，任何与之相关的投资都可能给小米的财务表现和股东收益带来明显的影响，从而也会影响股价——这种影响可能是正面的也可能是负面的。</b></p>\n<p>小米到底怎么造车？</p>\n<p>3月30日，媒体披露了一些小米造车的细节。</p>\n<p>30日，据彭博援引一位知情人士，小米计划未来三年投资约1000亿元人民币（150亿美元）生产电动汽车，启动有史以来规模最大的改革，进军兴旺发展的中国电动汽车市场。</p>\n<p><b>该知情人士称，小米将投资所设想金额的约60%，计划为其余款项进行融资。截至2020年底，该智能手机生产商的现金及现金等价物不到1000亿元。</b></p>\n<p><b>这位知情人士表示，小米将把汽车组装外包给合同制造商，也就是其智能手机所使用的模式。消息人士还称小米没有计划选择老牌汽车制造商的计划。</b></p>\n<p>此外，消息人士称雷军几个月前曾牵头对电动汽车行业的潜力进行了评估，但在最近几周做出了进军该领域的最终决定。<b>目前，小米已经聘请了工程师来开发嵌入到汽车中的软件。</b></p>\n<p>从目前披露的信息来看，小米应该不会直接设厂造车，而是把生产业务外包给汽车制造商，小米有可能找的是造车新势力公司。另外，更重要的是，小米可能继续利用自己在物联网领域已经搭建起来的网络，来继续进军车载软件系统。</p>","source":"highlight_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>造车对小米意味着什么？彻底告别“轻资产”模式！</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; 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}\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造车对小米意味着什么？彻底告别“轻资产”模式！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 18:52 北京时间 <a href=https://wallstreetcn.com/articles/3625577><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：曹泽熙\n3月30日，小米集团发布公告，成立全资子公司，进军智能电动汽车市场，雷军亲自挂帅：\n\n 本公司董事会正式批准智能电动汽车业务立项。本公司拟成立一家全资子公司，负责智能电动汽车业务。首期投资为100亿元人民币，预计未来10年投资额100亿美元。本集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。\n\n消息传出后，虽然市场一片欢呼，但是从估值角度来看，如果小米真的造车，从轻资产...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3625577\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14d6e649b06703312499e84952510944","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://wallstreetcn.com/articles/3625577","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1142943168","content_text":"作者：曹泽熙\n3月30日，小米集团发布公告，成立全资子公司，进军智能电动汽车市场，雷军亲自挂帅：\n\n 本公司董事会正式批准智能电动汽车业务立项。本公司拟成立一家全资子公司，负责智能电动汽车业务。首期投资为100亿元人民币，预计未来10年投资额100亿美元。本集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。\n\n消息传出后，虽然市场一片欢呼，但是从估值角度来看，如果小米真的造车，从轻资产互联网模式转向重资产的汽车行业，还能享受互联网公司的高估值么？小米造车，市场最关心的是什么？\n上个月，花旗集团针对小米造车发布一份研究报告。\n虽然小米造车的传言已经流传甚久，但在一个月前的这份报告中，花旗认为：\n\n对小米这样的轻资产互联网公司来说，造车会带来不小的风险。\n\n简单来说，就是如果小米真的去把一部分资金和资源拿去造车，那就意味着小米从轻资产模式向重资产模式的转变，市场对小米“互联网公司”的估值模式可能都需要修正。\n花旗称：\n\n 造车远比制造智能手机要复杂得多，供应链也更长，但米小米貌似还没有搭建起这样的供应链。而且，造车属于重资产业务，将会消耗大量资源，同时带给公司长期的财政负担，对当前公司的盈利能力可能会带来影响。\n\n那么小米打算如何造车呢？\n是打算真的深入制造业一线造车，还是把新能源车纳入到小米的生态系统中呢？\n花旗当时猜想，小米可能把新能源车纳入到公司已经搭建起来的物联网系统之中，而非真的去造车。\n小米曾经和戴姆勒合作搭建车内AI声控助手，而且也在过去数年中投资了一些汽车企业。因此，和一些公司以及旗下附属公司合作共同搭建汽车使用的物联网系统是小米进军新能源车的可能方向。花旗认为，这种策略对小米估值、市场预期的冲击较小。\n花旗称，对小米来说，汽车是一个全新的领域，任何与之相关的投资都可能给小米的财务表现和股东收益带来明显的影响，从而也会影响股价——这种影响可能是正面的也可能是负面的。\n小米到底怎么造车？\n3月30日，媒体披露了一些小米造车的细节。\n30日，据彭博援引一位知情人士，小米计划未来三年投资约1000亿元人民币（150亿美元）生产电动汽车，启动有史以来规模最大的改革，进军兴旺发展的中国电动汽车市场。\n该知情人士称，小米将投资所设想金额的约60%，计划为其余款项进行融资。截至2020年底，该智能手机生产商的现金及现金等价物不到1000亿元。\n这位知情人士表示，小米将把汽车组装外包给合同制造商，也就是其智能手机所使用的模式。消息人士还称小米没有计划选择老牌汽车制造商的计划。\n此外，消息人士称雷军几个月前曾牵头对电动汽车行业的潜力进行了评估，但在最近几周做出了进军该领域的最终决定。目前，小米已经聘请了工程师来开发嵌入到汽车中的软件。\n从目前披露的信息来看，小米应该不会直接设厂造车，而是把生产业务外包给汽车制造商，小米有可能找的是造车新势力公司。另外，更重要的是，小米可能继续利用自己在物联网领域已经搭建起来的网络，来继续进军车载软件系统。","news_type":1},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352633021,"gmtCreate":1616944117563,"gmtModify":1616944117563,"author":{"id":"3568005588467435","authorId":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"嗯昂","listText":"嗯昂","text":"嗯昂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352633021","repostId":"1176152843","repostType":4,"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325404611,"gmtCreate":1615909943633,"gmtModify":1703494980028,"author":{"id":"3568005588467435","authorId":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"嗯嗯嗯吧","listText":"嗯嗯嗯吧","text":"嗯嗯嗯吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325404611","repostId":"1174363816","repostType":4,"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361400563,"gmtCreate":1614250910652,"gmtModify":1614250910652,"author":{"id":"3568005588467435","authorId":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"嗯","listText":"嗯","text":"嗯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361400563","repostId":"1137039129","repostType":4,"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361400377,"gmtCreate":1614250886299,"gmtModify":1614250886299,"author":{"id":"3568005588467435","authorId":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"說說你對這篇新聞的看法...","listText":"說說你對這篇新聞的看法...","text":"說說你對這篇新聞的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361400377","repostId":"1137039129","repostType":4,"repost":{"id":"1137039129","pubTimestamp":1614173893,"share":"https://www.laohu8.com/m/news/1137039129?lang=&edition=full","pubTime":"2021-02-24 21:38","market":"us","language":"zh","title":"美银：美国将迎40年来最强复苏，这些股将成弄潮儿","url":"https://stock-news.laohu8.com/highlight/detail?id=1137039129","media":"腾讯美股","summary":"美国银行表示，目前，小型景气周期型股票在当下的复苏当中并未得到合适的定价，它们相对于防御性股票的价格折扣大多处于，或者接近处于创纪录的高点。“当下，我们的经济学家们预计美国国内生产总值今年的增长速度将","content":"<p><i>美国银行表示，目前，小型景气周期型股票在当下的复苏当中并未得到合适的定价，它们相对于防御性股票的价格折扣大多处于，或者接近处于创纪录的高点。“当下，我们的经济学家们预计美国国内生产总值今年的增长速度将达到6%，创下1984年以来的新高，而在我们看来，要投资于这一近四十年来最壮观的经济反弹，获取利润，最佳渠道当然是小型股票，而非大型股票。”</i><img src=\"https://static.tigerbbs.com/4c75a7f67c02c8f9687c367b99460766\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">历史记录显示，在经济逐渐走出衰退，股市开始新牛市的阶段当中，小型股票的表现往往要明显好于大型股票。近期以来的情况也是如此，小型股票正在逐渐绽放出光彩，但是美国银行策略师豪尔（Jill Carey Hall）指出，从估值层面看来，许多投资者依然是抱持着谨慎的立场，而且他们其实是过于谨慎了。</p>\n<p>这位股票和量化策略师在最新发布的研究报告当中写道：“目前，小型景气周期型股票在当下的复苏当中并未得到合适的定价，它们相对于防御性股票的价格折扣大多处于，或者接近处于创纪录的高点。当下，我们的经济学家们预计美国国内生产总值今年的增长速度将达到6%，创下1984年以来的新高，而在我们看来，要投资于这一近四十年来最壮观的经济反弹，获取利润，最佳渠道当然是小型股票，而非大型股票。”</p>\n<p>豪尔分析道，美国经济现在正在走出复苏的早期阶段，逐步过渡到周期的中期阶段，而在这一阶段，将成为主角的，依然是较小型的，风险较高的，以及偏价值型的股票。美股市场1月间的走势，也确实证实了她的判断，这些股票获得了超越大盘的表现。</p>\n<p>她表示，哪怕到了今天，人们依然有理由相信那些较小的，较廉价的股票，其估值其实依然低于合理的水平。</p>\n<p>“在市场触底之后的十六个月时间当中，小型股票往往都会表现超越大盘，超越幅度达到50%，而现在距离本轮触底还不到一年，超越表现幅度也只有30%左右，这也就意味着未来还有充分的进一步上涨的空间。”</p>\n<p>基于前面这些理念，豪尔筛选出了一系列值得考虑的小型股票。这些股票都拥有美国银行的买进评级，都位列罗素2000指数成份股当中对美国国内生产总值变化最敏感的20%之列。与此同时，根据股价净值比、前瞻市盈率和市销率等，这些股票也都是罗素2000股票当中最廉价的40%之一。</p>\n<p>以下即豪尔推荐的十四只股票，这些股票根据当前价位到美国银行确定的十二个月目标价格之间的上涨空间，由低到高进行排名。所有数据都是根据上周五的收盘行情计算得出。</p>\n<p>14. ArcBest</p>\n<p>代码：ARCB</p>\n<p>板块：工业</p>\n<p>市值：14亿美元</p>\n<p>前瞻市盈率：14.7</p>\n<p>基于国内生产总值的贝塔系数：3.2</p>\n<p>十二个月目标价格：53美元</p>\n<p>当前价格低于十二个月目标价格：-5.2%</p>\n<p>13. UMB Financial</p>\n<p>代码：UMBF</p>\n<p>板块：金融</p>\n<p>市值：38亿美元</p>\n<p>前瞻市盈率：14.2</p>\n<p>基于国内生产总值的贝塔系数：0.1</p>\n<p>十二个月目标价格：84美元</p>\n<p>当前价格低于十二个月目标价格：3.8%</p>\n<p>12. Cracker Barrel Old Country Store</p>\n<p>代码：CBRL</p>\n<p>板块：非必需消费品</p>\n<p>市值：35亿美元</p>\n<p>前瞻市盈率：28.7</p>\n<p>基于国内生产总值的贝塔系数：1.7</p>\n<p>十二个月目标价格：160美元</p>\n<p>当前价格低于十二个月目标价格：4.3%</p>\n<p>11. Retail Opportunity Investments</p>\n<p>代码：ROIC</p>\n<p>板块：房地产</p>\n<p>市值：19亿美元</p>\n<p>前瞻市盈率：13.7</p>\n<p>基于国内生产总值的贝塔系数：0.1</p>\n<p>十二个月目标价格：17.50美元</p>\n<p>当前价格低于十二个月目标价格：11.2%</p>\n<p>10. Helix Energy Solutions Group</p>\n<p>代码：HLX</p>\n<p>板块：能源</p>\n<p>市值：7.48亿美元</p>\n<p>前瞻市盈率：206.0</p>\n<p>基于国内生产总值的贝塔系数：0.1</p>\n<p>十二个月目标价格：5.50美元</p>\n<p>当前价格低于十二个月目标价格：12.0%</p>\n<p>9. Patterson</p>\n<p>代码：PDCO</p>\n<p>板块：医疗卫生</p>\n<p>市值：30亿美元</p>\n<p>前瞻市盈率：16.1</p>\n<p>基于国内生产总值的贝塔系数：0.2</p>\n<p>十二个月目标价格：36美元</p>\n<p>当前价格低于十二个月目标价格：13.8%</p>\n<p>8. Louisiana-Pacific</p>\n<p>代码：LPX</p>\n<p>板块：原材料</p>\n<p>市值：50亿美元</p>\n<p>前瞻市盈率：9.5</p>\n<p>基于国内生产总值的贝塔系数：0.1</p>\n<p>十二个月目标价格：54美元</p>\n<p>当前价格低于十二个月目标价格：14.2%</p>\n<p>7. Urban Outfitters</p>\n<p>代码：URBN</p>\n<p>板块：非必需消费品</p>\n<p>市值：30亿美元</p>\n<p>前瞻市盈率：无</p>\n<p>基于国内生产总值的贝塔系数：1.1</p>\n<p>十二个月目标价格：36美元</p>\n<p>当前价格低于十二个月目标价格：18.7%</p>\n<p>6. Hibbett Sports</p>\n<p>代码：HIBB</p>\n<p>板块：非必需消费品</p>\n<p>市值：10亿美元</p>\n<p>前瞻市盈率：9.7</p>\n<p>基于国内生产总值的贝塔系数：0.8</p>\n<p>十二个月目标价格：78美元</p>\n<p>当前价格低于十二个月目标价格：20.0%</p>\n<p>5. Tenet Healthcare</p>\n<p>代码：THC</p>\n<p>板块：医疗卫生</p>\n<p>市值：53亿美元</p>\n<p>前瞻市盈率：10.9</p>\n<p>基于国内生产总值的贝塔系数：0.5</p>\n<p>十二个月目标价格：64美元</p>\n<p>当前价格低于十二个月目标价格：25.6%</p>\n<p>4. Group 1 Automotive</p>\n<p>代码：GPI</p>\n<p>板块：非必需消费品</p>\n<p>市值：27亿美元</p>\n<p>前瞻市盈率：7.6</p>\n<p>基于国内生产总值的贝塔系数：1.2</p>\n<p>十二个月目标价格：187美元</p>\n<p>当前价格低于十二个月目标价格：25.7%</p>\n<p>3. Greif</p>\n<p>代码：GEF</p>\n<p>板块：原材料</p>\n<p>市值：28亿美元</p>\n<p>前瞻市盈率：22.6</p>\n<p>基于国内生产总值的贝塔系数：0.2</p>\n<p>十二个月目标价格：64美元</p>\n<p>当前价格低于十二个月目标价格：33.4%</p>\n<p>2. Owens & Minor</p>\n<p>代码：OMI</p>\n<p>板块：医疗卫生</p>\n<p>市值：20亿美元</p>\n<p>前瞻市盈率：15.0</p>\n<p>基于国内生产总值的贝塔系数：0.1</p>\n<p>十二个月目标价格：37美元</p>\n<p>当前价格低于十二个月目标价格：41.7%</p>\n<p>1. Rush Enterprises</p>\n<p>代码：RUSHA</p>\n<p>板块：工业</p>\n<p>市值：22亿美元</p>\n<p>前瞻市盈率：22.6</p>\n<p>基于国内生产总值的贝塔系数：0.2</p>\n<p>十二个月目标价格：61美元</p>\n<p>当前价格低于十二个月目标价格：48.1%</p>","source":"txmg","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>美银：美国将迎40年来最强复苏，这些股将成弄潮儿</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美银：美国将迎40年来最强复苏，这些股将成弄潮儿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-24 21:38 北京时间 <a href=https://mp.weixin.qq.com/s/B6CrBAwR6mmEtYoEHHg-AQ><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国银行表示，目前，小型景气周期型股票在当下的复苏当中并未得到合适的定价，它们相对于防御性股票的价格折扣大多处于，或者接近处于创纪录的高点。“当下，我们的经济学家们预计美国国内生产总值今年的增长速度将达到6%，创下1984年以来的新高，而在我们看来，要投资于这一近四十年来最壮观的经济反弹，获取利润，最佳渠道当然是小型股票，而非大型股票。”历史记录显示，在经济逐渐走出衰退，股市开始新牛市的阶段当中，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/B6CrBAwR6mmEtYoEHHg-AQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"ARCB":"ArcBest Corporation","UMBF":"UMB金融","HIBB":"希贝特体育"},"source_url":"https://mp.weixin.qq.com/s/B6CrBAwR6mmEtYoEHHg-AQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137039129","content_text":"美国银行表示，目前，小型景气周期型股票在当下的复苏当中并未得到合适的定价，它们相对于防御性股票的价格折扣大多处于，或者接近处于创纪录的高点。“当下，我们的经济学家们预计美国国内生产总值今年的增长速度将达到6%，创下1984年以来的新高，而在我们看来，要投资于这一近四十年来最壮观的经济反弹，获取利润，最佳渠道当然是小型股票，而非大型股票。”历史记录显示，在经济逐渐走出衰退，股市开始新牛市的阶段当中，小型股票的表现往往要明显好于大型股票。近期以来的情况也是如此，小型股票正在逐渐绽放出光彩，但是美国银行策略师豪尔（Jill Carey Hall）指出，从估值层面看来，许多投资者依然是抱持着谨慎的立场，而且他们其实是过于谨慎了。\n这位股票和量化策略师在最新发布的研究报告当中写道：“目前，小型景气周期型股票在当下的复苏当中并未得到合适的定价，它们相对于防御性股票的价格折扣大多处于，或者接近处于创纪录的高点。当下，我们的经济学家们预计美国国内生产总值今年的增长速度将达到6%，创下1984年以来的新高，而在我们看来，要投资于这一近四十年来最壮观的经济反弹，获取利润，最佳渠道当然是小型股票，而非大型股票。”\n豪尔分析道，美国经济现在正在走出复苏的早期阶段，逐步过渡到周期的中期阶段，而在这一阶段，将成为主角的，依然是较小型的，风险较高的，以及偏价值型的股票。美股市场1月间的走势，也确实证实了她的判断，这些股票获得了超越大盘的表现。\n她表示，哪怕到了今天，人们依然有理由相信那些较小的，较廉价的股票，其估值其实依然低于合理的水平。\n“在市场触底之后的十六个月时间当中，小型股票往往都会表现超越大盘，超越幅度达到50%，而现在距离本轮触底还不到一年，超越表现幅度也只有30%左右，这也就意味着未来还有充分的进一步上涨的空间。”\n基于前面这些理念，豪尔筛选出了一系列值得考虑的小型股票。这些股票都拥有美国银行的买进评级，都位列罗素2000指数成份股当中对美国国内生产总值变化最敏感的20%之列。与此同时，根据股价净值比、前瞻市盈率和市销率等，这些股票也都是罗素2000股票当中最廉价的40%之一。\n以下即豪尔推荐的十四只股票，这些股票根据当前价位到美国银行确定的十二个月目标价格之间的上涨空间，由低到高进行排名。所有数据都是根据上周五的收盘行情计算得出。\n14. ArcBest\n代码：ARCB\n板块：工业\n市值：14亿美元\n前瞻市盈率：14.7\n基于国内生产总值的贝塔系数：3.2\n十二个月目标价格：53美元\n当前价格低于十二个月目标价格：-5.2%\n13. UMB Financial\n代码：UMBF\n板块：金融\n市值：38亿美元\n前瞻市盈率：14.2\n基于国内生产总值的贝塔系数：0.1\n十二个月目标价格：84美元\n当前价格低于十二个月目标价格：3.8%\n12. Cracker Barrel Old Country Store\n代码：CBRL\n板块：非必需消费品\n市值：35亿美元\n前瞻市盈率：28.7\n基于国内生产总值的贝塔系数：1.7\n十二个月目标价格：160美元\n当前价格低于十二个月目标价格：4.3%\n11. Retail Opportunity Investments\n代码：ROIC\n板块：房地产\n市值：19亿美元\n前瞻市盈率：13.7\n基于国内生产总值的贝塔系数：0.1\n十二个月目标价格：17.50美元\n当前价格低于十二个月目标价格：11.2%\n10. Helix Energy Solutions Group\n代码：HLX\n板块：能源\n市值：7.48亿美元\n前瞻市盈率：206.0\n基于国内生产总值的贝塔系数：0.1\n十二个月目标价格：5.50美元\n当前价格低于十二个月目标价格：12.0%\n9. Patterson\n代码：PDCO\n板块：医疗卫生\n市值：30亿美元\n前瞻市盈率：16.1\n基于国内生产总值的贝塔系数：0.2\n十二个月目标价格：36美元\n当前价格低于十二个月目标价格：13.8%\n8. Louisiana-Pacific\n代码：LPX\n板块：原材料\n市值：50亿美元\n前瞻市盈率：9.5\n基于国内生产总值的贝塔系数：0.1\n十二个月目标价格：54美元\n当前价格低于十二个月目标价格：14.2%\n7. Urban Outfitters\n代码：URBN\n板块：非必需消费品\n市值：30亿美元\n前瞻市盈率：无\n基于国内生产总值的贝塔系数：1.1\n十二个月目标价格：36美元\n当前价格低于十二个月目标价格：18.7%\n6. Hibbett Sports\n代码：HIBB\n板块：非必需消费品\n市值：10亿美元\n前瞻市盈率：9.7\n基于国内生产总值的贝塔系数：0.8\n十二个月目标价格：78美元\n当前价格低于十二个月目标价格：20.0%\n5. Tenet Healthcare\n代码：THC\n板块：医疗卫生\n市值：53亿美元\n前瞻市盈率：10.9\n基于国内生产总值的贝塔系数：0.5\n十二个月目标价格：64美元\n当前价格低于十二个月目标价格：25.6%\n4. Group 1 Automotive\n代码：GPI\n板块：非必需消费品\n市值：27亿美元\n前瞻市盈率：7.6\n基于国内生产总值的贝塔系数：1.2\n十二个月目标价格：187美元\n当前价格低于十二个月目标价格：25.7%\n3. Greif\n代码：GEF\n板块：原材料\n市值：28亿美元\n前瞻市盈率：22.6\n基于国内生产总值的贝塔系数：0.2\n十二个月目标价格：64美元\n当前价格低于十二个月目标价格：33.4%\n2. Owens & Minor\n代码：OMI\n板块：医疗卫生\n市值：20亿美元\n前瞻市盈率：15.0\n基于国内生产总值的贝塔系数：0.1\n十二个月目标价格：37美元\n当前价格低于十二个月目标价格：41.7%\n1. 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10:35","market":"sg","language":"zh","title":"提醒：春节假期主要市场休市安排一览","url":"https://stock-news.laohu8.com/highlight/detail?id=1140942389","media":"老虎资讯综合","summary":"春节假期即将来临，敬请广大投资者留意，提前做好资金安排。$老虎证券$祝您及家人新春快乐，牛年大吉！2月11日（星期四）除夕上午开市，下午休市；2月12日（星期五）至2月15日（星期一）全天休市；2月11日（星期四）至2月17日（星期三）休市，2月18日（星期四）起照常开市。CBOE 下 VIX 波动率期货于2月15日10：00提前休市。SGX下天然橡胶货于2021年2月11日以及2021年2月12日整个交易日休市。","content":"<p>春节假期即将来临，敬请广大投资者留意，提前做好资金安排。<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>祝您及家人新春快乐，牛年大吉！</p><p>春节期间各地股市休市安排如下：(均为当地时间）</p><p><img src=\"https://static.tigerbbs.com/27cfee666051c46a31c824a795046629\" tg-width=\"1790\" tg-height=\"788\"></p><p><b>美股：</b></p><p>2月15日（星期一）因美国总统日全天休市。</p><p><b>港股：</b></p><p>2月11日（星期四）除夕上午开市，下午休市；</p><p>2月12日（星期五）至2月15日（星期一）全天休市；</p><p>2月16日（星期二）起照常开市。</p><p><b>A股：</b></p><p>2月11日（星期四）至2月17日（星期三）休市，2月18日（星期四）起照常开市。</p><p><b>沪、深股通：</b></p><p>2月11日（星期四）至2月17日（星期三）关闭；2月18日（星期四）起照常开通。</p><p><b>港股通：</b></p><p>2月9日（星期二）至2月17日（星期三）关闭服务，2月18日（星期四）起照常开通。</p><p><b>英股：</b></p><p>照常交易</p><p><b>澳股：</b></p><p>照常交易</p><p><b>新加坡市场：</b></p><p>2月11日（星期四）交易半日。</p><p>2月12日（星期五）全天休市。</p><p><b>期货市场：</b></p><p>HKEX下美元黄金、指数类货于2月11日12：30休市，个股期货于2月11日12：00休市；指数类期货、人民币、个股期货、美元黄金于2月12日以及2月15日整个交易日休市。</p><p>GME Group下外汇、债券、比特币、股指、能源、贵金属期货于2月15日12：00（北京时间16日凌晨02:00）提前休市；活畜、大小谷物、稻谷期货于2月15日全天休市。</p><p>CBOE 下 VIX 波动率期货于2月15日10：00提前休市。</p><p>SGX下天然橡胶货于2021年2月11日以及2021年2月12日整个交易日休市。</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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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\">2021-02-02 10:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>春节假期即将来临，敬请广大投资者留意，提前做好资金安排。<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>祝您及家人新春快乐，牛年大吉！</p><p>春节期间各地股市休市安排如下：(均为当地时间）</p><p><img src=\"https://static.tigerbbs.com/27cfee666051c46a31c824a795046629\" tg-width=\"1790\" tg-height=\"788\"></p><p><b>美股：</b></p><p>2月15日（星期一）因美国总统日全天休市。</p><p><b>港股：</b></p><p>2月11日（星期四）除夕上午开市，下午休市；</p><p>2月12日（星期五）至2月15日（星期一）全天休市；</p><p>2月16日（星期二）起照常开市。</p><p><b>A股：</b></p><p>2月11日（星期四）至2月17日（星期三）休市，2月18日（星期四）起照常开市。</p><p><b>沪、深股通：</b></p><p>2月11日（星期四）至2月17日（星期三）关闭；2月18日（星期四）起照常开通。</p><p><b>港股通：</b></p><p>2月9日（星期二）至2月17日（星期三）关闭服务，2月18日（星期四）起照常开通。</p><p><b>英股：</b></p><p>照常交易</p><p><b>澳股：</b></p><p>照常交易</p><p><b>新加坡市场：</b></p><p>2月11日（星期四）交易半日。</p><p>2月12日（星期五）全天休市。</p><p><b>期货市场：</b></p><p>HKEX下美元黄金、指数类货于2月11日12：30休市，个股期货于2月11日12：00休市；指数类期货、人民币、个股期货、美元黄金于2月12日以及2月15日整个交易日休市。</p><p>GME Group下外汇、债券、比特币、股指、能源、贵金属期货于2月15日12：00（北京时间16日凌晨02:00）提前休市；活畜、大小谷物、稻谷期货于2月15日全天休市。</p><p>CBOE 下 VIX 波动率期货于2月15日10：00提前休市。</p><p>SGX下天然橡胶货于2021年2月11日以及2021年2月12日整个交易日休市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f8f89c8af2a895e609af6985ff4ae3ab","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140942389","content_text":"春节假期即将来临，敬请广大投资者留意，提前做好资金安排。老虎证券祝您及家人新春快乐，牛年大吉！春节期间各地股市休市安排如下：(均为当地时间）美股：2月15日（星期一）因美国总统日全天休市。港股：2月11日（星期四）除夕上午开市，下午休市；2月12日（星期五）至2月15日（星期一）全天休市；2月16日（星期二）起照常开市。A股：2月11日（星期四）至2月17日（星期三）休市，2月18日（星期四）起照常开市。沪、深股通：2月11日（星期四）至2月17日（星期三）关闭；2月18日（星期四）起照常开通。港股通：2月9日（星期二）至2月17日（星期三）关闭服务，2月18日（星期四）起照常开通。英股：照常交易澳股：照常交易新加坡市场：2月11日（星期四）交易半日。2月12日（星期五）全天休市。期货市场：HKEX下美元黄金、指数类货于2月11日12：30休市，个股期货于2月11日12：00休市；指数类期货、人民币、个股期货、美元黄金于2月12日以及2月15日整个交易日休市。GME Group下外汇、债券、比特币、股指、能源、贵金属期货于2月15日12：00（北京时间16日凌晨02:00）提前休市；活畜、大小谷物、稻谷期货于2月15日全天休市。CBOE 下 VIX 波动率期货于2月15日10：00提前休市。SGX下天然橡胶货于2021年2月11日以及2021年2月12日整个交易日休市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":355708733,"gmtCreate":1617101739022,"gmtModify":1617101739022,"author":{"id":"3568005588467435","authorId":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/355708733","repostId":"1142943168","repostType":4,"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361091413,"gmtCreate":1614177797032,"gmtModify":1614178859585,"author":{"id":"3568005588467435","authorId":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"學習學習[呆住] 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