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Skyshin
2021-12-10
$Nu Holdings Ltd.(NU)$
敢敢冲上去就对了
Skyshin
2021-12-10
$Nu Holdings Ltd.(NU)$
今晚跟他拼了,来一波猛猛拉升就可以了
Skyshin
2021-12-08
$Epam Systems(EPAM)$
这只怪兽吓人
Skyshin
2021-12-02
$箩筐技术(LKCO)$
大家怎样看?
Skyshin
2021-12-01
$箩筐技术(LKCO)$
今天多头无法抵挡
Skyshin
2021-12-01
$箩筐技术(LKCO)$
来了
Skyshin
2021-11-25
$箩筐技术(LKCO)$
盘后来一波,漂亮收工
Skyshin
2021-11-24
$箩筐技术(LKCO)$
今天盈利
Skyshin
2021-11-24
$箩筐技术(LKCO)$
要起飞了
Skyshin
2021-11-23
$箩筐技术(LKCO)$
✌🏻
Skyshin
2021-11-23
$箩筐技术(LKCO)$
可以做多了
Skyshin
2021-11-23
这篇文章不错,转发给大家看看
@言财美股研究社:成长股与巨头上演冰与火之歌,是时候抄底了吗?
Skyshin
2021-11-23
非要让我们当韭菜
已到可以贪婪时!机构发话,港股投资机会何在?
Skyshin
2021-11-19
$箩筐技术(LKCO)$
做空万岁✌🏻
Skyshin
2021-11-19
$箩筐技术(LKCO)$
是时候做空了
Skyshin
2021-11-18
$箩筐技术(LKCO)$
做空
Skyshin
2021-11-12
$SNDL(SNDL)$
今晚给你们有一个难忘的一天
Skyshin
2021-11-12
$Sundial Growers Inc.(SNDL)$
这次不会让你们失望
Skyshin
2021-11-12
$Ozop Energy Solutions Inc.(OZSC)$
很快股们即将关注,差不多飞了
Skyshin
2021-11-12
$Sundial Growers Inc.(SNDL)$
能不能百万身价看今晚了
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/LKCO\">$箩筐技术(LKCO)$</a>来了","text":"$箩筐技术(LKCO)$来了","images":[{"img":"https://static.tigerbbs.com/022d5fe0d00cf2414589485fd74aa1af","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603197062","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874515842,"gmtCreate":1637801134654,"gmtModify":1637801134775,"author":{"id":"3575545135481956","authorId":"3575545135481956","name":"Skyshin","avatar":"https://static.tigerbbs.com/12b7fb9ffdfdb9c83a767fa4f6e69c37","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKCO\">$箩筐技术(LKCO)$</a>盘后来一波,漂亮收工","listText":"<a 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href=\"https://laohu8.com/S/LKCO\">$箩筐技术(LKCO)$</a>可以做多了","text":"$箩筐技术(LKCO)$可以做多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875447134","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875565917,"gmtCreate":1637671040731,"gmtModify":1637671040834,"author":{"id":"3575545135481956","authorId":"3575545135481956","name":"Skyshin","avatar":"https://static.tigerbbs.com/12b7fb9ffdfdb9c83a767fa4f6e69c37","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"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/875565917","repostId":"875599277","repostType":1,"repost":{"id":875599277,"gmtCreate":1637665582862,"gmtModify":1637668630601,"author":{"id":"4087984885325640","authorId":"4087984885325640","name":"言财美股研究社","avatar":"https://static.tigerbbs.com/4e4b8de7e5193af177d4fd115494e4a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"成长股与巨头上演冰与火之歌,是时候抄底了吗?","htmlText":"导读: 近期美股出现了极端割裂的走势,一方面是大型科技股不断逼空式上涨,以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 为代表,而在这些大型科技股不断上涨支撑指数之际,成长股正在悄然经历一轮杀跌,近期美股成长股迎来了批量的暴跌,大批的明星股从七月份的高点大幅度暴跌,其中包括Peloton/Zillow/Paypal/Roku/Pinterest/Zendesk/Zoom等去年大放异彩的成长股。 图 stoneCo股价走势 以巴西移动支付巨头stoneCo为例,去年在疫情催化之下,公司的股价从4月份开始暴涨超过3倍,但是时过境迁,最近公司的股价坐了一轮超级过山车回到了去年疫情时的低点。图Peloton股价走势图Peloton季度收入 去年风头正劲的美国PELOTON,是世界上最大的互动健身平台,拥有超过140万会员的忠诚社区。它开创了联网、技术支持的健身,以及随时随地向会员提供沉浸式的、由教练指导的精品课程。它使健身娱乐、平易近人、有效和方便,同时促进社会联系,鼓励其会员成为更好的自己。去年,因为疫","listText":"导读: 近期美股出现了极端割裂的走势,一方面是大型科技股不断逼空式上涨,以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 为代表,而在这些大型科技股不断上涨支撑指数之际,成长股正在悄然经历一轮杀跌,近期美股成长股迎来了批量的暴跌,大批的明星股从七月份的高点大幅度暴跌,其中包括Peloton/Zillow/Paypal/Roku/Pinterest/Zendesk/Zoom等去年大放异彩的成长股。 图 stoneCo股价走势 以巴西移动支付巨头stoneCo为例,去年在疫情催化之下,公司的股价从4月份开始暴涨超过3倍,但是时过境迁,最近公司的股价坐了一轮超级过山车回到了去年疫情时的低点。图Peloton股价走势图Peloton季度收入 去年风头正劲的美国PELOTON,是世界上最大的互动健身平台,拥有超过140万会员的忠诚社区。它开创了联网、技术支持的健身,以及随时随地向会员提供沉浸式的、由教练指导的精品课程。它使健身娱乐、平易近人、有效和方便,同时促进社会联系,鼓励其会员成为更好的自己。去年,因为疫","text":"导读: 近期美股出现了极端割裂的走势,一方面是大型科技股不断逼空式上涨,以$特斯拉(TSLA)$ 、$英伟达(NVDA)$ 、$苹果(AAPL)$ 、$微软(MSFT)$ 、$AMD(AMD)$ 为代表,而在这些大型科技股不断上涨支撑指数之际,成长股正在悄然经历一轮杀跌,近期美股成长股迎来了批量的暴跌,大批的明星股从七月份的高点大幅度暴跌,其中包括Peloton/Zillow/Paypal/Roku/Pinterest/Zendesk/Zoom等去年大放异彩的成长股。 图 stoneCo股价走势 以巴西移动支付巨头stoneCo为例,去年在疫情催化之下,公司的股价从4月份开始暴涨超过3倍,但是时过境迁,最近公司的股价坐了一轮超级过山车回到了去年疫情时的低点。图Peloton股价走势图Peloton季度收入 去年风头正劲的美国PELOTON,是世界上最大的互动健身平台,拥有超过140万会员的忠诚社区。它开创了联网、技术支持的健身,以及随时随地向会员提供沉浸式的、由教练指导的精品课程。它使健身娱乐、平易近人、有效和方便,同时促进社会联系,鼓励其会员成为更好的自己。去年,因为疫","images":[{"img":"https://static.tigerbbs.com/9ee13cd58a72f2b6a95b3afb7d0725ae","width":"688","height":"213"},{"img":"https://static.tigerbbs.com/a46475d2c476d0af92d2f7b5e61f1e97","width":"488","height":"593"},{"img":"https://static.tigerbbs.com/10bf29887bc777e1f1daf5b986948aaa","width":"574","height":"851"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875599277","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875689454,"gmtCreate":1637642574636,"gmtModify":1637642574750,"author":{"id":"3575545135481956","authorId":"3575545135481956","name":"Skyshin","avatar":"https://static.tigerbbs.com/12b7fb9ffdfdb9c83a767fa4f6e69c37","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"非要让我们当韭菜","listText":"非要让我们当韭菜","text":"非要让我们当韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875689454","repostId":"2185093468","repostType":4,"repost":{"id":"2185093468","pubTimestamp":1637628371,"share":"https://www.laohu8.com/m/news/2185093468?lang=&edition=full","pubTime":"2021-11-23 08:46","market":"us","language":"zh","title":"已到可以贪婪时!机构发话,港股投资机会何在?","url":"https://stock-news.laohu8.com/highlight/detail?id=2185093468","media":"证券时报网","summary":"港股的投资情绪处在边际修复的过程中,呈现波动筑底向上的趋势。多位买方人士认为,港股到了“已经可以贪婪的时刻”。博时基金有关人士表示,流动性方面,海外和南下资金均呈现企稳迹象。单文也认为,综合而言,多维度的因素共同导致港股的波动,但是已经出现诸多边际改善的信号。博时基金表示,今年港股受压制的主要原因在于行业政策以及债务违约对地产、银行等权重板块的冲击。","content":"<div>\n<p>在全球增长动能放缓、通胀高企、美元流动性边际收紧、国内政策聚焦稳增长的背景下,港股四季度整体维持震荡,恒生指数、恒生国企指数小幅收涨。\n港股的投资情绪处在边际修复的过程中,呈现波动筑底向上的趋势。在海外资金与南下资金逐渐企稳以及估值处于相对历史低位的环境下,关于“当下是配置港股好时机”的市场观点也逐渐增多。多位买方人士认为,港股到了“已经可以贪婪的时刻”。\n港股边际效应改善\n工银瑞信基金投资副总监...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-11-23/doc-iktzqtyu8916206.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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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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已到可以贪婪时!机构发话,港股投资机会何在?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 08:46 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-11-23/doc-iktzqtyu8916206.shtml><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在全球增长动能放缓、通胀高企、美元流动性边际收紧、国内政策聚焦稳增长的背景下,港股四季度整体维持震荡,恒生指数、恒生国企指数小幅收涨。\n港股的投资情绪处在边际修复的过程中,呈现波动筑底向上的趋势。在海外资金与南下资金逐渐企稳以及估值处于相对历史低位的环境下,关于“当下是配置港股好时机”的市场观点也逐渐增多。多位买方人士认为,港股到了“已经可以贪婪的时刻”。\n港股边际效应改善\n工银瑞信基金投资副总监...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-11-23/doc-iktzqtyu8916206.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/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-11-23/doc-iktzqtyu8916206.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185093468","content_text":"在全球增长动能放缓、通胀高企、美元流动性边际收紧、国内政策聚焦稳增长的背景下,港股四季度整体维持震荡,恒生指数、恒生国企指数小幅收涨。\n港股的投资情绪处在边际修复的过程中,呈现波动筑底向上的趋势。在海外资金与南下资金逐渐企稳以及估值处于相对历史低位的环境下,关于“当下是配置港股好时机”的市场观点也逐渐增多。多位买方人士认为,港股到了“已经可以贪婪的时刻”。\n港股边际效应改善\n工银瑞信基金投资副总监、香港和成长投资能力中心负责人单文对证券时报记者表示,全球宏观经济走势、地产债情绪、互联网监管政策和基本面等多重因素导致港股近期震荡回暖,香港市场目前流动性处于相对平稳状态,海外中资股的估值也处于历史较低水平,港股边际改善趋势逐渐明朗。\n博时基金有关人士表示,流动性方面,海外和南下资金均呈现企稳迹象。政策冲击驱动的资金快速流出阶段已过去,近期海外资金与南下资金均呈现企稳迹象。海外资金被动流入明显增长,10月以来南下资金流入最多的板块依然集中在互联网龙头。估值方面,恒生指数、恒生国企、恒生科技指数PE(TTM)处于30%历史分位附近或以下,估值优势明显。\n单文也认为,综合而言,多维度的因素共同导致港股的波动,但是已经出现诸多边际改善的信号。\n长期配置价值凸显\n那么,目前港股投资机会如何?单文认为,港股市场估值有一定相对优势,并且老经济处于历史估值底部,但综合盈利周期、国内外流动性、中美关系和估值、基本面等多重因素考量,港股短期仍然面临挑战。同时,边际改善趋势逐渐明朗,长期配置价值逐渐凸显。\n单文表示,短期来看,港股部分核心资产基本面压力仍然较大,一方面来自于宏观经济增速放缓,另一方面公司也需要适应新的监管规则,履行更多社会责任,加大投入等等。综合宏观和微观层面看,企业基本面拐点可能会出现在明年下半年。中期来看,港股的新经济股票目前有不错的估值性价比和稀缺性。政策预期改善比较明确,叠加明年下半年基本面复苏展望,港股的投资价值会逐渐显现。同时,中美关系缓和、政策边际宽松都有利于资金增配港股。\n广发基金国际业务部负责人李耀柱对记者表示,港股在今年受到外部环境影响,估值出现大幅回落;目前无论是横向对比其他主要权益市场,还是对比自身,估值分位均处于相对低的位置。虽然明年国内经济增速或有可能趋缓,但宽松政策的空间较大,叠加上游原材料价格回落后中下游企业的活力修复,预计明年港股的配置价值会显著增加。\n单文认为,长期而言,看好资金配置港股的大趋势。一是中概股回归,港股将成为新经济的主战场,配置价值和稀缺性凸显;二是恒生指数改革,强化香港离岸金融中心的代表性和可投性;三是中长期内地居民、公募基金等资金配置港股资产的比例将持续提高。\n港股投资机会何在?\n那么,港股哪些投资机会值得重点关注?单文认为,对于南下资金而言,港股中的特色标的和板块包括互联网、物业管理、运动服装、生物科技等等;对于海外投资者来说,大型科技股是最能代表中国经济发展前景、商业模式优秀的投资标的。\n综合而言,长期看好港股中市场空间较大、商业模式较好、稀缺性较强的互联网科技、生物医药等板块。同时,单文表示:“考虑到港股市场的特殊性,应当更加强调自下而上精选个股的方式,去挑选投资机会。”\n永赢基金表示,近期宏观经济形势依旧疲弱,企业盈利受到影响,港股股价缺乏向上动能。从行业看,房地产受政策影响尚未恢复,整个房地产产业链均受掣肘;互联网行业高压政策已近尾声,但尚有余温,目前股价表现一般,但投资机会即将出现,对板块保持关注;汽车行业面临整体需求端较弱的问题,从中期维度持续关注投资机遇。个股表现很大一部分基于公司自身增长性,从这一维度看,我们看好具备较好增长能见度的公司。\n博时基金表示,今年港股受压制的主要原因在于行业政策以及债务违约对地产、银行等权重板块的冲击。行业监管压力边际改善,可关注互联网龙头、医药板块;价格压力缓解,可关注前期受涨价压制的中下游,消费板块。从长期产业布局来看,可关注碳中和、新能源产业链、汽车及零部件。","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876580200,"gmtCreate":1637331803712,"gmtModify":1637331803894,"author":{"id":"3575545135481956","authorId":"3575545135481956","name":"Skyshin","avatar":"https://static.tigerbbs.com/12b7fb9ffdfdb9c83a767fa4f6e69c37","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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