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shogun
2023-01-30
因为PFE周二要发布财报了。如果股价因他的视频而大跌,有人会找他聊天的。
泄密辉瑞高管系泌尿学博士,当事人:为给约会对象留下深刻印象而撒谎
shogun
2022-10-19
高盛反着来,别墅靠大海
“空美股、买港股”!高盛:更看好A股
shogun
2022-08-02
$SIGA Technologies Inc(SIGA)$
下一个BNTX
shogun
2022-03-02
$太阳能ETF-Guggenheim(TAN)$
和石油是当下最好的选择
shogun
2021-12-22
$舜宇光学科技(02382)$
,逆势而上
shogun
2021-08-26
$NVDA 20210903 215.0 CALL(NVDA)$
王者就是王者
shogun
2021-08-26
$SPLK 20210903 155.0 CALL(SPLK)$
,好公司好价格
shogun
2021-08-13
$纽柯钢铁(NUE)$
真是王者
shogun
2021-07-24
$FB 20210730 350.0 CALL(FB)$
,FB真强
shogun
2021-07-15
$赣锋锂业(01772)$
真香
shogun
2021-07-09
$亚马逊(AMZN)$
真是强的可怕
shogun
2021-07-05
$MSFT(MSFT)$
继续买入
shogun
2021-07-05
$滴滴(DIDI)$
幸亏跑的快
shogun
2021-06-30
$应用材料(AMAT)$
真香
shogun
2021-05-18
王已降临,是战是降
shogun
2021-04-16
$苹果(AAPL)$
,看好
shogun
2021-04-16
流媒体的王者
shogun
2021-04-06
SNAP科技成长股
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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泄密辉瑞高管系泌尿学博士,当事人:为给约会对象留下深刻印象而撒谎\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-29 22:21 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230129222119834b9b17&s=b><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>泄密辉瑞高管系泌尿学博士,当事人:为给约会对象留下深刻印象而撒谎。近日,一段辉瑞公司战略运营和mRNA科学规划研发总监乔丹·特里斯坦·沃克讨论新冠病毒突变的视频在社交媒体上引发热议,成为热搜话题。据报道,乔丹·特里斯坦·沃克是辉瑞公司战略运营和mRNA科学规划的研发总监。沃克本科就读于耶鲁大学分子、细胞和发育生物学系,2013年毕业后就职于医药临床试验业务公司艾昆纬(IQVIA)。随后,他获得了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230129222119834b9b17&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","BK4550":"红杉资本持仓","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0170899867.USD":"EASTSPRING INVESTMENTS 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16:23","market":"us","language":"zh","title":"“空美股、买港股”!高盛:更看好A股","url":"https://stock-news.laohu8.com/highlight/detail?id=1155596382","media":"华尔街见闻","summary":"相比境外股票,A股较少受到全球宏观经济逆风等因素的影响。","content":"<html><head></head><body><p>高盛在最新报告中建议投资者为追涨中国资产做好准备。</p><p>在10月17日的报告中,高盛集团策略分析师Christian Mueller-Glissmann提出,投资者应当卖出标普500指数的看涨期权,并买入恒生中国企业指数看涨期权。</p><p>高盛在其资产配置中总体减持股票,但在亚洲仍然对中国超配,并且对标普500指数持中性立场。分析师表示,与境外股票相比,他们更亲睐中国A股,<b>因为后者相对较少受到全球宏观经济逆风等因素的影响。</b></p><p>在全球宏观背景不断恶化的情况下,标准普尔500指数今年已下跌23%。</p><p><img src=\"https://static.tigerbbs.com/88fc2889fe7877f8b9306afa961d6124\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>A股:修复进行中</p><p>今年三季度以来,外部因素对A股的负面影响逐渐减弱,国内经济和政策预期逐渐明朗,A股进入了修复行情。</p><p>中信证券指出,一方面,在通胀约束下美联储年底加息有望如期落地,<b>而市场对于加息恐慌已达到顶点</b>,预期再难进一步恶化。</p><p>另一方面,A股基本面正在稳步修复,<b>9月制造业PMI回升荣枯线上,社融数据整体和结构也优于预期</b>,人民币汇率恢复双向波动,表明汇率贬值和外资流出对A股的负面影响将逐步改善。</p><p>另外,当前市场流动性开始改善,市场风险偏好从底部抬升,而仍然处于低位的估值还有修复空间,<b>存量资金调仓和增量资金入场延续</b>,产生资金接力效应,强化本轮修复行情的持续性。</p><p>美股:利空将近</p><p>与此同时,随着美国经济衰退即将成为确定事件,利空也已逼近美股。</p><p>根据本周一美国银行公布的一项报告,标普500指数成份股公司盈利不及预期,和预期未来盈利下调的公司占比逐渐增多。</p><p>在已发布财报的标普500指数成份股中,只有42%的公司报告营收和利润两项重要指标均高于预期,该比例创下2020年第一季度新冠疫情爆发以来的最低,也低于财报季第一周47%的历史平均水平。</p><p>此前美银预测,由于通胀持续和美联储暴力加息,美股上市公司的盈利增长空间愈发收窄,标普500指数甚至可能回落到3000点附近。和周一的收盘价相比,这意味着美股可能还有18%左右的下跌空间。</p></body></html>","source":"live_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 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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“空美股、买港股”!高盛:更看好A股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 16:23 北京时间 <a href=https://wallstreetcn.com/articles/3672617><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛在最新报告中建议投资者为追涨中国资产做好准备。在10月17日的报告中,高盛集团策略分析师Christian Mueller-Glissmann提出,投资者应当卖出标普500指数的看涨期权,并买入恒生中国企业指数看涨期权。高盛在其资产配置中总体减持股票,但在亚洲仍然对中国超配,并且对标普500指数持中性立场。分析师表示,与境外股票相比,他们更亲睐中国A股,因为后者相对较少受到全球宏观经济逆风等...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3672617\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/718d9d0cee89dacb8ae3664167fe24e6","relate_stocks":{"GS":"高盛","000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3672617","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1155596382","content_text":"高盛在最新报告中建议投资者为追涨中国资产做好准备。在10月17日的报告中,高盛集团策略分析师Christian Mueller-Glissmann提出,投资者应当卖出标普500指数的看涨期权,并买入恒生中国企业指数看涨期权。高盛在其资产配置中总体减持股票,但在亚洲仍然对中国超配,并且对标普500指数持中性立场。分析师表示,与境外股票相比,他们更亲睐中国A股,因为后者相对较少受到全球宏观经济逆风等因素的影响。在全球宏观背景不断恶化的情况下,标准普尔500指数今年已下跌23%。A股:修复进行中今年三季度以来,外部因素对A股的负面影响逐渐减弱,国内经济和政策预期逐渐明朗,A股进入了修复行情。中信证券指出,一方面,在通胀约束下美联储年底加息有望如期落地,而市场对于加息恐慌已达到顶点,预期再难进一步恶化。另一方面,A股基本面正在稳步修复,9月制造业PMI回升荣枯线上,社融数据整体和结构也优于预期,人民币汇率恢复双向波动,表明汇率贬值和外资流出对A股的负面影响将逐步改善。另外,当前市场流动性开始改善,市场风险偏好从底部抬升,而仍然处于低位的估值还有修复空间,存量资金调仓和增量资金入场延续,产生资金接力效应,强化本轮修复行情的持续性。美股:利空将近与此同时,随着美国经济衰退即将成为确定事件,利空也已逼近美股。根据本周一美国银行公布的一项报告,标普500指数成份股公司盈利不及预期,和预期未来盈利下调的公司占比逐渐增多。在已发布财报的标普500指数成份股中,只有42%的公司报告营收和利润两项重要指标均高于预期,该比例创下2020年第一季度新冠疫情爆发以来的最低,也低于财报季第一周47%的历史平均水平。此前美银预测,由于通胀持续和美联储暴力加息,美股上市公司的盈利增长空间愈发收窄,标普500指数甚至可能回落到3000点附近。和周一的收盘价相比,这意味着美股可能还有18%左右的下跌空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685962208,"gmtCreate":1659404935106,"gmtModify":1659404935106,"author":{"id":"3580802574081613","authorId":"3580802574081613","name":"shogun","avatar":"https://static.tigerbbs.com/a534013bdc5f740e2728b1469992ba20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580802574081613","idStr":"3580802574081613"},"themes":[],"htmlText":"<a 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