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凝露
2021-03-02
跟着高聖反着买
高盛：关注周期性板块，美债波动远未到威胁美股的程度
凝露
2021-03-02
牛
崩盘时狂赚90%大神：美股或于3月底跌入熊市
凝露
2021-02-25
什么看法？
凝露
2021-02-18
[呆住]
抱歉，原内容已删除
凝露
2021-02-18
[呆住] [呆住]
姜超确认加盟中泰资管，出任联席首席投资官
凝露
2021-02-18
[呆住]
抱歉，原内容已删除
凝露
2021-02-17
[呆住] [呆住]
花旗：美国股市回调10%的可能性很大
凝露
2021-02-17
$Nano Dimension Ltd.(NNDM)$
长持等爆发
去老虎APP查看更多动态
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class=\"title\">\n高盛：关注周期性板块，美债波动远未到威胁美股的程度\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 09:48 北京时间 <a href=https://www.yicai.com/news/100963833.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着抛售潮暂时结束，周一美债市场企稳，收益率整体下行，带动过去一周承压的美股全线反弹。\n全球央行正试图控制由国债上涨带来的借贷成本上升风险，这可能会抵消刺激政策为提振经济所付出的努力。澳大利亚联储1日开始增加了对长期国债的购买，该国10年期国债收益率应声回落，而欧洲央行（ECB）执委维勒罗伊（franois Villeroy de Galhau）表示，近期一些国债收益率的上涨是没有根据的，欧洲央行...</p>\n\n<a href=\"https://www.yicai.com/news/100963833.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e87285f5f61644eaba65898e6ccf2bf","relate_stocks":{".DJI":"道琼斯","GS":"高盛"},"source_url":"https://www.yicai.com/news/100963833.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151548530","content_text":"随着抛售潮暂时结束，周一美债市场企稳，收益率整体下行，带动过去一周承压的美股全线反弹。\n全球央行正试图控制由国债上涨带来的借贷成本上升风险，这可能会抵消刺激政策为提振经济所付出的努力。澳大利亚联储1日开始增加了对长期国债的购买，该国10年期国债收益率应声回落，而欧洲央行（ECB）执委维勒罗伊（franois Villeroy de Galhau）表示，近期一些国债收益率的上涨是没有根据的，欧洲央行可以而且必须对任何不适当的金融状况紧缩做出反应。\n投资者最关注的基准10年期美国国债收益率降至1.427%，日内跌2.9个基点，盘中最低一度触及1.383%，从上周高点1.6%大幅回落。过去两个交易日，该指标高于标准普尔500指数的股息收益率引发了市场波动。2月最后一周，由资金抛售引发的收益率快速走高令不少投资者感到不安。美股上周全线下挫，纳指重挫近5%，创去年大选以来最差单周表现。衡量市场波动率的恐慌指数（VIX）一度突破30关口。对此，高盛在最新发布的报告中指出，美债波动远没有到产生对美股造成更广泛威胁的程度。\n\n美债收益率周一整体回落\n会是威胁吗？\n高盛首席美股策略师科斯丁（David Kostin）写道，投资者会问，美债利率水平是否会对股票估值产生巨大冲击，答案是否定的。\n目前标普500指数的市盈率为22倍，是1976年以来整体水平的99分位，仅次于互联网泡沫时期，这意味着估值可能是一个威胁，尤其是在利率预期上升的环境下。科斯丁指出，投资者应将这一趋势更多地视为一种转变，而不是一种危险。如果将标准普尔500指数除以收益率与10年期收益率进行比较，可以看出估值仅处于中位区间，约为42%。在这种环境下，投资者应该认识到，不同行业将从中受益。\n周期性板块将表现抢眼\n高盛认为，暂时盈利较弱但增长强劲的周期性股票未来将战胜疫情大流行反弹期间表现良好的防御性（成长性）股票。历史上看，当利率上升时，能源和工业等领域往往表现更好。“这毫不奇怪，周期性股票与名义利率和实际利率都成正相关，相比之下，未盈利高成长股票与利率呈负相关，因为这些公司估值完全取决于未来的增长前景。”报告称。\n科斯丁称，在10年期美债收益率达到2.1%之前，利率压力不会对股市构成重大威胁。他认为，目前，美债收益率随经济增长而上升的环境与高盛此前给出的2021年标普500指数的目标点位4300点一致。“展望未来，投资者必须在前景看好的企业的吸引力与利率进一步上升和近期轮换持续的风险之间取得平衡。”科斯丁称，“尽管成长股在长期看来可能仍是最具吸引力的投资，但如果经济加速和通胀继续推高美债收益率，这些股票短期内的表现将逊于周期性较强的公司。”\n与高盛相比，美国银行相对谨慎，该行首席策略师苏布拉马尼安（Savita Subramanian）认为，如果10年期美债的收益率突破1.75%，投资者很有可能回归传统的固定收益资产，造成股市大幅波动。历史表明，这是“资产配置者开始回归债券的临界点”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362769158,"gmtCreate":1614669473074,"gmtModify":1703479617676,"author":{"id":"3573816577053730","authorId":"3573816577053730","name":"凝露","avatar":"https://static.tigerbbs.com/1f01d45b322b73ed1e29be96c8ae23f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362769158","repostId":"1119769687","repostType":4,"repost":{"id":"1119769687","pubTimestamp":1614660234,"share":"https://www.laohu8.com/m/news/1119769687?lang=&edition=full","pubTime":"2021-03-02 12:43","market":"us","language":"zh","title":"崩盘时狂赚90%大神：美股或于3月底跌入熊市","url":"https://stock-news.laohu8.com/highlight/detail?id=1119769687","media":"腾讯美股","summary":"在去年3月美股崩盘期间，麦克唐纳表现不俗。他大量买进与波动性挂钩的ETF的价外看涨期权，平均每笔交易获利90%之多。麦克唐纳估计，下一波抛售的重灾区将是不久前还广受市场青睐的科技股票，以及近几个月来价","content":"<blockquote>\n <i>在去年3月美股崩盘期间，麦克唐纳表现不俗。他大量买进与波动性挂钩的ETF的价外看涨期权，平均每笔交易获利90%之多。麦克唐纳估计，下一波抛售的重灾区将是不久前还广受市场青睐的科技股票，以及近几个月来价格猛涨的小型股票。去年11月至今，罗素2000指数已经上涨了大约40%。</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/eff1d66043c5c5343a1e4dcff7ed6457\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>近日以来，美国债市指标十年期国债收益率一路飙涨，冲上了疫情爆发前仅见的水平。在Hercules Investments首席投资官麦克唐纳（James McDonald）看来，收益率上涨的势头还将持续。他预言说，收益率完全可能在3月底之前涨至2.5%，而这就会触发标普500指数20%的抛售行情。</p>\n<p>在过去一个月时间当中，伴随新冠病例数据走低，疫苗持续铺开，市场参与者对美国经济前景的判断日益乐观，十年期国债收益率一度涨至1.5%以上。</p>\n<p>这一巨变吓坏了许多股票投资者，他们在上周大量抛售大科技公司股票，使得标普500指数当周下跌1.4%，而科技重镇纳斯达克100指数更是下跌了3.4%。</p>\n<p>替代资产管理公司Hercules Investments首席投资官麦克唐纳认为，市场的这种失血势头未来若干周都很难止住。</p>\n<p>这是因为，伴随债券收益率不断走高，必然会使得一部分投资者从股市转投债市，这无疑是大盘的利空消息，尤其不利于那些市值巨大的成长型领头羊股票。债券的收益率是与其需求反方向运动的。过去一周时间当中，越来越多的迹象都显示，未来的经济复苏将足够强势，使得通货膨胀率开始抬升，而后者又意味着联储很可能会被迫加息。</p>\n<p>“目前，较之于经济增长预期，债券收益率无疑是过低了。”麦克唐纳分析道，“我们认为，经济增长预期是体现在股票的前瞻市盈率当中的，而这种预期到底怎样，股市近期连续创下的新高就是答案。”</p>\n<p>虽然麦克唐纳也不能确定债券收益率将一直上涨多久，以及涨到多高，不过在他看来，在3月底到来之前，十年期国债收益率完全可能再涨大约1个百分点，来到2.5%左右。麦克唐纳表示，伴随上涨的国债收益率不断导致投资者从股市“叛逃”，大盘的麻烦将越来越大。</p>\n<p>具体而言，他的预期是，如果十年期国债收益率真的涨至2.5%上下，标普500指数就将下跌20%，纳斯达克100指数就将下跌25%。</p>\n<p>“在我们看来，盘整已经是无可避免的了。”麦克唐纳表示，“目前，股票的风险溢价当中有很大一部分是和利率挂钩的，因此，我们认为，十年期国债收益率1个百分点的涨幅……就将导致标普500指数市盈率收缩18%……至于纳斯达克100指数，我们认为其收益率更将收缩22%。”</p>\n<p>在去年3月美股崩盘期间，麦克唐纳表现不俗。他大量买进与波动性挂钩的ETF的价外看涨期权，平均每笔交易获利90%之多。</p>\n<p>麦克唐纳估计，下一波抛售的重灾区将是不久前还广受市场青睐的科技股票，以及近几个月来价格猛涨的小型股票。去年11月至今，罗素2000指数已经上涨了大约40%。</p>\n<p>他警告说，现在通货膨胀已经成为了股市面前的最大威胁。通货膨胀预期体现在债券收益率当中，伴随预期走高，投资者就会要求债券提供更高的收益率作为补偿。</p>\n<p>过去一年时间当中，美国政府和联储已经释放了规模惊人的财政和货币刺激，而未来预计还将有更多刺激出炉，再加上超低利率环境完全可能使得经济增长过热，许多观察家近期都发出了警告，称通货膨胀可能在未来大幅度抬升。在美国央行这一侧，由于多年以来，通胀率一直低于他们设定的2%目标，他们已经改变了政策，将允许通胀率在相当时间内涨至2%以上。</p>\n<p>美股市场到底会因为这一波收益率猛涨而受到怎样程度的冲击，目前依然是众说纷纭，但是在收益率将持续上涨，股市将遭受损害这一大方向上，很多人的判断都是和麦克唐纳一致的。</p>\n<p>之前，许多人在谈论美股高企的价格的正当性的时候，总会将“别无其他选择”拿来当作一个重要理由，因为债券的收益率实在是太低迷了。虽然目前还不能准确判定收益率未来的具体走势，但是再说投资者除了股票别无选择，恐怕要越来越站不住脚了。</p>\n<p>美国银行首席股票和量化策略师萨布拉玛尼安（Savita Subramanian）就明确表达了这一观点。在近日发表的一篇研究报告当中，她表示，该行预计到2021年年底的时候，十年期国债收益率将涨至1.75%，对股市构成威胁。</p>\n<p>“迄今为止，股票一直要比债券更有吸引力，标普500指数的股息收益率依然高于十年期国债的收益率。”萨布拉玛尼安写道，“不过在我们看来，十年期国债收益率年底前涨至1.75%，这将意味着长期以来被不断重复的‘别无其他选择’咒语恐怕要失灵了。”</p>\n<p>此外，联储已经明确承诺，在他们的量化宽松操作当中将采取“任何必要手段”。换言之，在局面发展到一定程度时，美国央行完全可能出手干预，压低收益率，而这自然将会让股价获得支撑。只不过，联储到底是否会进行干预，何时会进行干预，以及干预力度会有多大等等，这些目前都不得而知。</p>\n<p>眼下看上去，收益率在未来几个月依然有进一步走高的空间。如果收益率上涨过于迅速，投资者恐怕就需要做好万全的准备了。</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>崩盘时狂赚90%大神：美股或于3月底跌入熊市</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崩盘时狂赚90%大神：美股或于3月底跌入熊市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 12:43 北京时间 <a href=http://mp.weixin.qq.com/s/PDymPYu7Ddoa3paG4Vttxw><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在去年3月美股崩盘期间，麦克唐纳表现不俗。他大量买进与波动性挂钩的ETF的价外看涨期权，平均每笔交易获利90%之多。麦克唐纳估计，下一波抛售的重灾区将是不久前还广受市场青睐的科技股票，以及近几个月来价格猛涨的小型股票。去年11月至今，罗素2000指数已经上涨了大约40%。\n\n\n近日以来，美国债市指标十年期国债收益率一路飙涨，冲上了疫情爆发前仅见的水平。在Hercules Investments首席...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/PDymPYu7Ddoa3paG4Vttxw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"http://mp.weixin.qq.com/s/PDymPYu7Ddoa3paG4Vttxw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119769687","content_text":"在去年3月美股崩盘期间，麦克唐纳表现不俗。他大量买进与波动性挂钩的ETF的价外看涨期权，平均每笔交易获利90%之多。麦克唐纳估计，下一波抛售的重灾区将是不久前还广受市场青睐的科技股票，以及近几个月来价格猛涨的小型股票。去年11月至今，罗素2000指数已经上涨了大约40%。\n\n\n近日以来，美国债市指标十年期国债收益率一路飙涨，冲上了疫情爆发前仅见的水平。在Hercules Investments首席投资官麦克唐纳（James McDonald）看来，收益率上涨的势头还将持续。他预言说，收益率完全可能在3月底之前涨至2.5%，而这就会触发标普500指数20%的抛售行情。\n在过去一个月时间当中，伴随新冠病例数据走低，疫苗持续铺开，市场参与者对美国经济前景的判断日益乐观，十年期国债收益率一度涨至1.5%以上。\n这一巨变吓坏了许多股票投资者，他们在上周大量抛售大科技公司股票，使得标普500指数当周下跌1.4%，而科技重镇纳斯达克100指数更是下跌了3.4%。\n替代资产管理公司Hercules Investments首席投资官麦克唐纳认为，市场的这种失血势头未来若干周都很难止住。\n这是因为，伴随债券收益率不断走高，必然会使得一部分投资者从股市转投债市，这无疑是大盘的利空消息，尤其不利于那些市值巨大的成长型领头羊股票。债券的收益率是与其需求反方向运动的。过去一周时间当中，越来越多的迹象都显示，未来的经济复苏将足够强势，使得通货膨胀率开始抬升，而后者又意味着联储很可能会被迫加息。\n“目前，较之于经济增长预期，债券收益率无疑是过低了。”麦克唐纳分析道，“我们认为，经济增长预期是体现在股票的前瞻市盈率当中的，而这种预期到底怎样，股市近期连续创下的新高就是答案。”\n虽然麦克唐纳也不能确定债券收益率将一直上涨多久，以及涨到多高，不过在他看来，在3月底到来之前，十年期国债收益率完全可能再涨大约1个百分点，来到2.5%左右。麦克唐纳表示，伴随上涨的国债收益率不断导致投资者从股市“叛逃”，大盘的麻烦将越来越大。\n具体而言，他的预期是，如果十年期国债收益率真的涨至2.5%上下，标普500指数就将下跌20%，纳斯达克100指数就将下跌25%。\n“在我们看来，盘整已经是无可避免的了。”麦克唐纳表示，“目前，股票的风险溢价当中有很大一部分是和利率挂钩的，因此，我们认为，十年期国债收益率1个百分点的涨幅……就将导致标普500指数市盈率收缩18%……至于纳斯达克100指数，我们认为其收益率更将收缩22%。”\n在去年3月美股崩盘期间，麦克唐纳表现不俗。他大量买进与波动性挂钩的ETF的价外看涨期权，平均每笔交易获利90%之多。\n麦克唐纳估计，下一波抛售的重灾区将是不久前还广受市场青睐的科技股票，以及近几个月来价格猛涨的小型股票。去年11月至今，罗素2000指数已经上涨了大约40%。\n他警告说，现在通货膨胀已经成为了股市面前的最大威胁。通货膨胀预期体现在债券收益率当中，伴随预期走高，投资者就会要求债券提供更高的收益率作为补偿。\n过去一年时间当中，美国政府和联储已经释放了规模惊人的财政和货币刺激，而未来预计还将有更多刺激出炉，再加上超低利率环境完全可能使得经济增长过热，许多观察家近期都发出了警告，称通货膨胀可能在未来大幅度抬升。在美国央行这一侧，由于多年以来，通胀率一直低于他们设定的2%目标，他们已经改变了政策，将允许通胀率在相当时间内涨至2%以上。\n美股市场到底会因为这一波收益率猛涨而受到怎样程度的冲击，目前依然是众说纷纭，但是在收益率将持续上涨，股市将遭受损害这一大方向上，很多人的判断都是和麦克唐纳一致的。\n之前，许多人在谈论美股高企的价格的正当性的时候，总会将“别无其他选择”拿来当作一个重要理由，因为债券的收益率实在是太低迷了。虽然目前还不能准确判定收益率未来的具体走势，但是再说投资者除了股票别无选择，恐怕要越来越站不住脚了。\n美国银行首席股票和量化策略师萨布拉玛尼安（Savita Subramanian）就明确表达了这一观点。在近日发表的一篇研究报告当中，她表示，该行预计到2021年年底的时候，十年期国债收益率将涨至1.75%，对股市构成威胁。\n“迄今为止，股票一直要比债券更有吸引力，标普500指数的股息收益率依然高于十年期国债的收益率。”萨布拉玛尼安写道，“不过在我们看来，十年期国债收益率年底前涨至1.75%，这将意味着长期以来被不断重复的‘别无其他选择’咒语恐怕要失灵了。”\n此外，联储已经明确承诺，在他们的量化宽松操作当中将采取“任何必要手段”。换言之，在局面发展到一定程度时，美国央行完全可能出手干预，压低收益率，而这自然将会让股价获得支撑。只不过，联储到底是否会进行干预，何时会进行干预，以及干预力度会有多大等等，这些目前都不得而知。\n眼下看上去，收益率在未来几个月依然有进一步走高的空间。如果收益率上涨过于迅速，投资者恐怕就需要做好万全的准备了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361426398,"gmtCreate":1614256358514,"gmtModify":1634550446396,"author":{"id":"3573816577053730","authorId":"3573816577053730","name":"凝露","avatar":"https://static.tigerbbs.com/1f01d45b322b73ed1e29be96c8ae23f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"什么看法？","listText":"什么看法？","text":"什么看法？","images":[{"img":"https://static.tigerbbs.com/98219dbd27134cad55e9acce49c55cf5","width":"600","height":"600"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361426398","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":384240447,"gmtCreate":1613658720089,"gmtModify":1634552746627,"author":{"id":"3573816577053730","authorId":"3573816577053730","name":"凝露","avatar":"https://static.tigerbbs.com/1f01d45b322b73ed1e29be96c8ae23f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[呆住] 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[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384655910","repostId":"1128112698","repostType":4,"repost":{"id":"1128112698","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1613649487,"share":"https://www.laohu8.com/m/news/1128112698?lang=&edition=full","pubTime":"2021-02-18 19:58","market":"sh","language":"zh","title":"姜超确认加盟中泰资管，出任联席首席投资官","url":"https://stock-news.laohu8.com/highlight/detail?id=1128112698","media":"老虎资讯综合","summary":"2月18日讯，海通证券前首席经济学家姜超已确定加盟中泰资管，并出任联席首席投资官，姜超今日也在朋友圈转发继任者梁中华文章，并称已到中泰资管报道。","content":"<p>2月18日讯，海通证券前首席经济学家姜超已确定加盟中泰资管，并出任联席首席投资官，姜超今日也在朋友圈转发继任者梁中华文章，并称已到中泰资管报道。</p>\n<p><img src=\"https://static.tigerbbs.com/67706b874ead896a493f8e684a6bceb9\" tg-width=\"1179\" tg-height=\"677\"></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>姜超确认加盟中泰资管，出任联席首席投资官</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{ 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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\">2021-02-18 19:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月18日讯，海通证券前首席经济学家姜超已确定加盟中泰资管，并出任联席首席投资官，姜超今日也在朋友圈转发继任者梁中华文章，并称已到中泰资管报道。</p>\n<p><img src=\"https://static.tigerbbs.com/67706b874ead896a493f8e684a6bceb9\" tg-width=\"1179\" tg-height=\"677\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4070c2c26b393f4178b6d4838bea158f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128112698","content_text":"2月18日讯，海通证券前首席经济学家姜超已确定加盟中泰资管，并出任联席首席投资官，姜超今日也在朋友圈转发继任者梁中华文章，并称已到中泰资管报道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384652781,"gmtCreate":1613650707143,"gmtModify":1634552793318,"author":{"id":"3573816577053730","authorId":"3573816577053730","name":"凝露","avatar":"https://static.tigerbbs.com/1f01d45b322b73ed1e29be96c8ae23f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384652781","repostId":"1128112698","repostType":4,"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385562968,"gmtCreate":1613565152454,"gmtModify":1634553138744,"author":{"id":"3573816577053730","authorId":"3573816577053730","name":"凝露","avatar":"https://static.tigerbbs.com/1f01d45b322b73ed1e29be96c8ae23f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[呆住] [呆住] ","listText":"[呆住] [呆住] ","text":"[呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385562968","repostId":"1167365482","repostType":4,"repost":{"id":"1167365482","pubTimestamp":1613551649,"share":"https://www.laohu8.com/m/news/1167365482?lang=&edition=full","pubTime":"2021-02-17 16:47","market":"us","language":"zh","title":"花旗：美国股市回调10%的可能性很大","url":"https://stock-news.laohu8.com/highlight/detail?id=1167365482","media":"新浪财经","summary":"花旗集团首席美国股票策略师Tobias Levkovich表示，随着市场在风险和回报之间取得平衡，美国股市回调10%似乎“非常可能”。\n“我们目前的谨慎态度反映了几个因素，包括高昂的信心读数，过高的估","content":"<p>花旗集团首席美国股票策略师Tobias Levkovich表示，随着市场在风险和回报之间取得平衡，美国股市回调10%似乎“非常可能”。</p>\n<p>“我们目前的谨慎态度反映了几个因素，包括高昂的信心读数，过高的估值水平和下滑的业绩修正势头，”Levkovich周二写道。“鉴于相对其他人的看涨目标的上行空间都有限，所以中立立场是现实的。”</p>\n<p>花旗集团对标普500指数的年底目标位在3800点，策略团队预计该指数的波动范围在3600至4000点。该指数周二收于3933点左右，略低于历史最高点。</p>\n<p>Levkovich表示，美国股市没有处在泡沫之中，并且与21世纪初没有可比性，因为当前经济正在摆脱，而非陷入衰退，而且美联储也没有在加息。他说，这表明股市不太可能出现深跌。</p>\n<p>“尽管股票可能回调10%-20%，但我们并不预计50%以上的深跌，”报告称。</p>","source":"XLCJ","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>花旗：美国股市回调10%的可能性很大</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花旗：美国股市回调10%的可能性很大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-17 16:47 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-02-17/doc-ikftssap6161826.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗集团首席美国股票策略师Tobias Levkovich表示，随着市场在风险和回报之间取得平衡，美国股市回调10%似乎“非常可能”。\n“我们目前的谨慎态度反映了几个因素，包括高昂的信心读数，过高的估值水平和下滑的业绩修正势头，”Levkovich周二写道。“鉴于相对其他人的看涨目标的上行空间都有限，所以中立立场是现实的。”\n花旗集团对标普500指数的年底目标位在3800点，策略团队预计该指数的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-02-17/doc-ikftssap6161826.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-02-17/doc-ikftssap6161826.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167365482","content_text":"花旗集团首席美国股票策略师Tobias Levkovich表示，随着市场在风险和回报之间取得平衡，美国股市回调10%似乎“非常可能”。\n“我们目前的谨慎态度反映了几个因素，包括高昂的信心读数，过高的估值水平和下滑的业绩修正势头，”Levkovich周二写道。“鉴于相对其他人的看涨目标的上行空间都有限，所以中立立场是现实的。”\n花旗集团对标普500指数的年底目标位在3800点，策略团队预计该指数的波动范围在3600至4000点。该指数周二收于3933点左右，略低于历史最高点。\nLevkovich表示，美国股市没有处在泡沫之中，并且与21世纪初没有可比性，因为当前经济正在摆脱，而非陷入衰退，而且美联储也没有在加息。他说，这表明股市不太可能出现深跌。\n“尽管股票可能回调10%-20%，但我们并不预计50%以上的深跌，”报告称。","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385563489,"gmtCreate":1613564903041,"gmtModify":1634553140233,"author":{"id":"3573816577053730","authorId":"3573816577053730","name":"凝露","avatar":"https://static.tigerbbs.com/1f01d45b322b73ed1e29be96c8ae23f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension Ltd.(NNDM)$</a>长持等爆发","listText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension Ltd.(NNDM)$</a>长持等爆发","text":"$Nano Dimension 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