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梭哈特斯拉删号

2021-12-11

信你个鬼你自己都没80%涨的

花旗、瑞银齐齐高喊：中概股可以抄底了

梭哈特斯拉删号

2021-12-11

$Nu Holdings Ltd.(NU)$什么鬼这个东西看不懂

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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的持股数环比上升57%，位列第七大重仓股。</p>\n<p>同时，全球最大对冲基金桥水也大举加仓<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。</p>","source":"wallstreetcn_api","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、瑞银齐齐高喊：中概股可以抄底了</title>\n<style 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href=\"https://wallstreetcn.com/articles/3647024\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fa518bf68212e271c6e0d7dd54c26b9c","relate_stocks":{"BK4566":"资本集团","BK4118":"综合性资本市场","BK4207":"综合性银行","TTTN":"老虎中美互联网巨头ETF","C":"花旗","UBS":"瑞银","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓"},"source_url":"https://wallstreetcn.com/articles/3647024","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190624412","content_text":"花旗和瑞银的策略师在本周的报告中指出，中国公司在纽约证券交易所和纳斯达克交易的美国存托凭证（ADR）“调整过度”，现在可能是开始抄底的时候了。\n存托凭证ADR是中概股通过美国本土存托机构在美国发行上市的方式。\n花旗集团的Alicia Yap表示，目前市场对中概股中的企业风险有些高估了。\nYap还补充道：\n\n 我们认为，对于那些已经在中国香港和美国上市的大型存托股票来说，这种抛售是一个买入的良机。\n\n上周五，纳斯达克中国金龙指数（Nasdaq Golden Dragon China Index）下跌了9%，使得过去一个月内下跌了12%。\n\n此前，美国证券交易委员会（SEC）要求外国公司向美国审计机构提供公开账目。\n而纽约梅隆中国精选ADR指数（BNY Mellon China Select ADR Index）自今年以来下跌了40%。科技股在这一指数中的权重为40%左右，而热门科技股的估值在近期有所降温。\n\nADR代表在美国第一或第二上市的海外公司的股份权益，中国ADR的价值目前已经从今年年初的高水平下跌。\n\n瑞银的Mark Haefele也持类似观点，他认为中国ADR存在“调整过度”：\n\n投资者对未来政策的能见度有限，风险情绪脆弱，以及对可替代性的理解不完善，所以才反应过度。\n\n瑞银指出，在中国香港和美国上市的中概股中没有发现估值倍数的重大差异，从长远来看估值对中概股的影响相当有限。\n这不是外资行第一次呼吁抄底中概股。\n对于中国互联网类股，高盛认为现在市场反映的估值低于其预测水平，意味着此时中国科技股估值处于比较有吸引力的水平。\n华尔街见闻此前提及，在中概股回调之际，高盛看准时机大幅增持，三季度对新东方和好未来的增持幅度翻了数倍，对阿里巴巴的持股数环比上升57%，位列第七大重仓股。\n同时，全球最大对冲基金桥水也大举加仓阿里巴巴和拼多多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605653203,"gmtCreate":1639156919716,"gmtModify":1639156919812,"author":{"id":"4093933655011040","authorId":"4093933655011040","name":"梭哈特斯拉删号","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093933655011040","idStr":"4093933655011040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NU\">$Nu Holdings 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Ltd.(NU)$什么鬼这个东西看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605653203","isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":605566450,"gmtCreate":1639192535402,"gmtModify":1639192535402,"author":{"id":"4093933655011040","authorId":"4093933655011040","name":"梭哈特斯拉删号","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093933655011040","authorIdStr":"4093933655011040"},"themes":[],"htmlText":"信你个鬼你自己都没80%涨的","listText":"信你个鬼你自己都没80%涨的","text":"信你个鬼你自己都没80%涨的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605566450","repostId":"2190624412","repostType":4,"repost":{"id":"2190624412","kind":"highlight","pubTimestamp":1639182514,"share":"https://www.laohu8.com/m/news/2190624412?lang=&edition=full","pubTime":"2021-12-11 08:28","market":"us","language":"zh","title":"花旗、瑞银齐齐高喊：中概股可以抄底了","url":"https://stock-news.laohu8.com/highlight/detail?id=2190624412","media":"华尔街见闻","summary":"花旗和瑞银的策略师在本周的报告中指出，中国公司在纽约证券交易所和纳斯达克交易的美国存托凭证（ADR）“调整过度”，现在可能是开始抄底的时候了。\n存托凭证ADR是中概股通过美国本土存托机构在美国发行上市","content":"<p><a href=\"https://laohu8.com/S/C\">花旗</a>和<a href=\"https://laohu8.com/S/UBS\">瑞银</a>的策略师在本周的报告中指出，中国公司在纽约证券交易所和纳斯达克交易的美国存托凭证（ADR）“调整过度”，<b>现在可能是开始抄底的时候了。</b></p>\n<p>存托凭证ADR是中概股通过美国本土存托机构在美国发行上市的方式。</p>\n<p><a href=\"https://laohu8.com/S/C\">花旗</a>集团的Alicia Yap表示，目前市场对中概股中的企业风险有些高估了。</p>\n<p>Yap还补充道：</p>\n<blockquote>\n 我们认为，对于那些已经在中国香港和美国上市的大型存托股票来说，这种抛售是一个买入的良机。\n</blockquote>\n<p>上周五，纳斯达克中国金龙指数（Nasdaq Golden Dragon China Index）下跌了9%，使得过去一个月内下跌了12%。</p>\n<p><img src=\"https://static.tigerbbs.com/bd1c9c46eb506cb5eea677d223169f34\" tg-width=\"500\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p>\n<p>此前，美国证券交易委员会（SEC）要求外国公司向美国审计机构提供公开账目。</p>\n<p>而纽约梅隆中国精选ADR指数（BNY Mellon China Select ADR Index）自今年以来下跌了40%。科技股在这一指数中的权重为40%左右，而热门科技股的估值在近期有所降温。</p>\n<p><img src=\"https://static.tigerbbs.com/95d86f13ef6f5e01c1cd6a4f9213a4cd\" tg-width=\"694\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p>ADR代表在美国第一或第二上市的海外公司的股份权益，中国ADR的价值目前已经从今年年初的高水平下跌。</p>\n<p><img src=\"https://static.tigerbbs.com/64c90d2c154c76cc8a1ef9ea46f51eb9\" tg-width=\"500\" tg-height=\"177\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>的Mark Haefele也持类似观点，他认为中国ADR存在“调整过度”：</p>\n<blockquote>\n <b>投资者对未来政策的能见度有限，风险情绪脆弱，以及对可替代性的理解不完善，所以才反应过度。</b>\n</blockquote>\n<p>瑞银指出，在中国香港和美国上市的中概股中没有发现估值倍数的重大差异，从长远来看估值对中概股的影响相当有限。</p>\n<p>这不是外资行第一次呼吁抄底中概股。</p>\n<p>对于中国互联网类股，<a href=\"https://laohu8.com/S/GS\">高盛</a>认为现在市场反映的估值低于其预测水平，意味着此时中国科技股估值处于比较有吸引力的水平。</p>\n<p>华尔街见闻此前提及，在中概股回调之际，<a href=\"https://laohu8.com/S/GS\">高盛</a>看准时机大幅增持，三季度对<a href=\"https://laohu8.com/S/EDU\">新东方</a>和<a href=\"https://laohu8.com/S/TAL\">好未来</a>的增持幅度翻了数倍，对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的持股数环比上升57%，位列第七大重仓股。</p>\n<p>同时，全球最大对冲基金桥水也大举加仓<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。</p>","source":"wallstreetcn_api","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、瑞银齐齐高喊：中概股可以抄底了</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、瑞银齐齐高喊：中概股可以抄底了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-11 08:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3647024><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗和瑞银的策略师在本周的报告中指出，中国公司在纽约证券交易所和纳斯达克交易的美国存托凭证（ADR）“调整过度”，现在可能是开始抄底的时候了。\n存托凭证ADR是中概股通过美国本土存托机构在美国发行上市的方式。\n花旗集团的Alicia Yap表示，目前市场对中概股中的企业风险有些高估了。\nYap还补充道：\n\n 我们认为，对于那些已经在中国香港和美国上市的大型存托股票来说，这种抛售是一个买入的良机。\n...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3647024\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fa518bf68212e271c6e0d7dd54c26b9c","relate_stocks":{"BK4566":"资本集团","BK4118":"综合性资本市场","BK4207":"综合性银行","TTTN":"老虎中美互联网巨头ETF","C":"花旗","UBS":"瑞银","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓"},"source_url":"https://wallstreetcn.com/articles/3647024","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190624412","content_text":"花旗和瑞银的策略师在本周的报告中指出，中国公司在纽约证券交易所和纳斯达克交易的美国存托凭证（ADR）“调整过度”，现在可能是开始抄底的时候了。\n存托凭证ADR是中概股通过美国本土存托机构在美国发行上市的方式。\n花旗集团的Alicia Yap表示，目前市场对中概股中的企业风险有些高估了。\nYap还补充道：\n\n 我们认为，对于那些已经在中国香港和美国上市的大型存托股票来说，这种抛售是一个买入的良机。\n\n上周五，纳斯达克中国金龙指数（Nasdaq Golden Dragon China Index）下跌了9%，使得过去一个月内下跌了12%。\n\n此前，美国证券交易委员会（SEC）要求外国公司向美国审计机构提供公开账目。\n而纽约梅隆中国精选ADR指数（BNY Mellon China Select ADR Index）自今年以来下跌了40%。科技股在这一指数中的权重为40%左右，而热门科技股的估值在近期有所降温。\n\nADR代表在美国第一或第二上市的海外公司的股份权益，中国ADR的价值目前已经从今年年初的高水平下跌。\n\n瑞银的Mark Haefele也持类似观点，他认为中国ADR存在“调整过度”：\n\n投资者对未来政策的能见度有限，风险情绪脆弱，以及对可替代性的理解不完善，所以才反应过度。\n\n瑞银指出，在中国香港和美国上市的中概股中没有发现估值倍数的重大差异，从长远来看估值对中概股的影响相当有限。\n这不是外资行第一次呼吁抄底中概股。\n对于中国互联网类股，高盛认为现在市场反映的估值低于其预测水平，意味着此时中国科技股估值处于比较有吸引力的水平。\n华尔街见闻此前提及，在中概股回调之际，高盛看准时机大幅增持，三季度对新东方和好未来的增持幅度翻了数倍，对阿里巴巴的持股数环比上升57%，位列第七大重仓股。\n同时，全球最大对冲基金桥水也大举加仓阿里巴巴和拼多多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605653203,"gmtCreate":1639156919716,"gmtModify":1639156919812,"author":{"id":"4093933655011040","authorId":"4093933655011040","name":"梭哈特斯拉删号","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093933655011040","authorIdStr":"4093933655011040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NU\">$Nu Holdings Ltd.(NU)$</a>什么鬼这个东西看不懂","listText":"<a href=\"https://laohu8.com/S/NU\">$Nu Holdings Ltd.(NU)$</a>什么鬼这个东西看不懂","text":"$Nu Holdings Ltd.(NU)$什么鬼这个东西看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605653203","isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}