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复仇着联盟

复仇着联盟

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复仇着联盟

2021-12-02

$海鑫集团(01850)$this is the last time for the liars to washing away the retails

复仇着联盟

2021-12-01

$海鑫集团(01850)$散户们之前没卖的今天不能再卖了！骗子在等着吃肉呢！现在已经不是割肉的时候了！

复仇着联盟

2021-12-03

Please contact me as soon as possible if you are deceived

@复仇着联盟:$海鑫集团(01850)$ don't give up till the liars can't eat the meat on your hand !

复仇着联盟

2021-11-30

世事难料！

“毒王”不会阻止股市上涨，央行这个动作才是风险

复仇着联盟

2021-11-25

新鲜感没了，股价还能涨回去吗？高管撤退了，你还要冲锋陷阵吗？

@局外人___:港股优质公司至暗时刻

去老虎APP查看更多动态

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骗子在等着吃肉呢！现在已经不是割肉的时候了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/603040391","isVote":1,"tweetType":1,"viewCount":2453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609210820,"gmtCreate":1638285149619,"gmtModify":1638285149619,"author":{"id":"4100741782148870","authorId":"4100741782148870","name":"复仇着联盟","avatar":"https://static.tigerbbs.com/34d162ad29d23b1f27236a930c7f2948","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100741782148870","authorIdStr":"4100741782148870"},"themes":[],"htmlText":"世事难料！","listText":"世事难料！","text":"世事难料！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609210820","repostId":"2187587736","repostType":4,"repost":{"id":"2187587736","pubTimestamp":1638279331,"share":"https://www.laohu8.com/m/news/2187587736?lang=&edition=full","pubTime":"2021-11-30 21:35","market":"us","language":"zh","title":"“毒王”不会阻止股市上涨，央行这个动作才是风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2187587736","media":"智通财经","summary":"摩根大通策略师Dubravko Lakos-Bujas和Mislav Matejka表示，Omicron变异毒株不会破坏全球股市的涨势，这让市场在最近大幅回调后又增添了谨慎乐观的基调。\n该行在一份报告","content":"<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师Dubravko Lakos-Bujas和Mislav Matejka表示，Omicron变异毒株不会破坏全球股市的涨势，这让市场在最近大幅回调后又增添了谨慎乐观的基调。</p>\n<p>该行在一份报告中写道，“偶发的挫折”如omicron的出现，应该“在自然和疫苗获得性更高的免疫力、显著降低的死亡率和新的抗病毒治疗的背景下”看待。他们说：“预计后疫情时代的正常化将在2022年继续在全球范围内实现。”</p>\n<p>周二，欧洲和亚洲股市以及美国股市期货下跌，此前Moderna公司高管证实，Omicron变异毒株可以避开现有疫苗。研究仍在进行中，以确定新的毒株是否像以前的毒株一样致命，而包括Moderna、辉瑞公司和<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>在内的开发商正在开<b>发可能更新的疫苗版本。</b></p>\n<p><b>前景乐观</b></p>\n<p>摩根大通策略师预计，美国股市明年将继续上涨</p>\n<p><img src=\"https://static.tigerbbs.com/61730a7a61d718693f8a369eba37432a\" tg-width=\"577\" tg-height=\"226\" referrerpolicy=\"no-referrer\"></p>\n<p>摩根大通的策略师们对最近的股市恐慌无动于衷，他们预计标准普尔500指数将从目前的水平上涨约9%，到2022年底升至5050点。他们在全年展望报告中写道，\"由于供应冲击缓解，中国/新兴市场背景改善，消费者支出习惯正常化，获利增长好于预期，我们将继续看到市场上行，不过幅度会更温和。\"</p>\n<p>该行预计，欧洲股市的表现将优于美国股市，中国股市的表现将优于新兴市场，而新兴市场的表现将优于发达市场。</p>\n<p>他们指出，央行向鹰派的转变（超过Omicron变异毒株）是其乐观前景的最大风险，同时建议投资者保持顺周期倾向，偏好能源和金融、消费者服务和小型股。相对于其他防御性行业，他们更青睐医疗保健行业。</p>","source":"stock_zhitongcaijing","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>“毒王”不会阻止股市上涨，央行这个动作才是风险</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“毒王”不会阻止股市上涨，央行这个动作才是风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 21:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/612721.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通策略师Dubravko Lakos-Bujas和Mislav Matejka表示，Omicron变异毒株不会破坏全球股市的涨势，这让市场在最近大幅回调后又增添了谨慎乐观的基调。\n该行在一份报告中写道，“偶发的挫折”如omicron的出现，应该“在自然和疫苗获得性更高的免疫力、显著降低的死亡率和新的抗病毒治疗的背景下”看待。他们说：“预计后疫情时代的正常化将在2022年继续在全球范围内实现。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/612721.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/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","JPM":"摩根大通","BK4504":"桥水持仓","BK4566":"资本集团","BK4207":"综合性银行"},"source_url":"http://www.zhitongcaijing.com/content/detail/612721.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187587736","content_text":"摩根大通策略师Dubravko Lakos-Bujas和Mislav Matejka表示，Omicron变异毒株不会破坏全球股市的涨势，这让市场在最近大幅回调后又增添了谨慎乐观的基调。\n该行在一份报告中写道，“偶发的挫折”如omicron的出现，应该“在自然和疫苗获得性更高的免疫力、显著降低的死亡率和新的抗病毒治疗的背景下”看待。他们说：“预计后疫情时代的正常化将在2022年继续在全球范围内实现。”\n周二，欧洲和亚洲股市以及美国股市期货下跌，此前Moderna公司高管证实，Omicron变异毒株可以避开现有疫苗。研究仍在进行中，以确定新的毒株是否像以前的毒株一样致命，而包括Moderna、辉瑞公司和BioNTech SE在内的开发商正在开发可能更新的疫苗版本。\n前景乐观\n摩根大通策略师预计，美国股市明年将继续上涨\n\n摩根大通的策略师们对最近的股市恐慌无动于衷，他们预计标准普尔500指数将从目前的水平上涨约9%，到2022年底升至5050点。他们在全年展望报告中写道，\"由于供应冲击缓解，中国/新兴市场背景改善，消费者支出习惯正常化，获利增长好于预期，我们将继续看到市场上行，不过幅度会更温和。\"\n该行预计，欧洲股市的表现将优于美国股市，中国股市的表现将优于新兴市场，而新兴市场的表现将优于发达市场。\n他们指出，央行向鹰派的转变（超过Omicron变异毒株）是其乐观前景的最大风险，同时建议投资者保持顺周期倾向，偏好能源和金融、消费者服务和小型股。相对于其他防御性行业，他们更青睐医疗保健行业。","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874420635,"gmtCreate":1637813590327,"gmtModify":1637813590327,"author":{"id":"4100741782148870","authorId":"4100741782148870","name":"复仇着联盟","avatar":"https://static.tigerbbs.com/34d162ad29d23b1f27236a930c7f2948","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100741782148870","authorIdStr":"4100741782148870"},"themes":[],"htmlText":"新鲜感没了，股价还能涨回去吗？ 高管撤退了，你还要冲锋陷阵吗？","listText":"新鲜感没了，股价还能涨回去吗？ 高管撤退了，你还要冲锋陷阵吗？","text":"新鲜感没了，股价还能涨回去吗？ 高管撤退了，你还要冲锋陷阵吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874420635","repostId":"873641414","repostType":1,"repost":{"id":873641414,"gmtCreate":1636941326236,"gmtModify":1636946824495,"author":{"id":"3479894068777241","authorId":"3479894068777241","name":"局外人___","avatar":"https://static.tigerbbs.com/cca69accd9507306aa2ccd4828ab875d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3479894068777241","authorIdStr":"3479894068777241"},"themes":[],"title":"港股优质公司至暗时刻","htmlText":"如果告诉你某位投资者的五年收益为0，你会嘲笑他的能力吗？会觉得他傻，能力低下，判断力虚弱，不适合这个行业，是个Loser，五年白干么？那如果再告诉你，这位投资者的名字叫沃伦·巴菲特，你的心里还会那样想么？事实上，巴菲特在接下来的45年时间里，获得了8454倍的收益，同期标普500指数（含分红）增长仅仅147倍。投资从来就不是争快速，一年翻三倍容易，三年翻一倍却很难。几乎在每个阶段，你都会听到有人说，自己靠期权或者买一些热点题材股挣了十几倍几十倍。可出奇一致的是，很快没多久就再没听到这些人的消息了，好像这些人从此从市场上销声匿迹了一样。其实，塔勒布在自己书中说：“在任何一个时间点，赚钱最多的交易员往往是最差的交易员”的这段话最贴切的解释了这个现象的本质。那些在某些年完成了超出寻常收益的投资者，最应该思考的问题是，你是否能在接下来的几年中守住这份收益，这份超额收益到底是因为自己的运气还是能力，以及是冒了很高的风险或者还是进行了有效的风险管控取得的，不要自己骗自己，每个人都有夸大自己能力的倾向，但正如沈南鹏所说：“投资这个行业，最忌讳的就是自负，不能因为自己前几年做出了较好的成绩就觉得自己后面肯定比别人要强，这个行业是千变万化的，要永远把每天当做新的起点。”港股市场在今年年初达到峰值后，迎来了几次大幅度调整，尤其又以中概互联网调整最为严重，幅度最大。几大龙头股美团，腾讯，海底捞回撤幅度有的超了50%，现在问一问自己。你是否在投资还是在投机，问问自己这些公司的基本面真的已经恶化以至于你不得不抛出了么？中国这些年发展取得了巨大的进步，并将继续保持增长状态，而这些发展离不开科技的帮助，即使是传统行业，比如餐饮业，如果想要创造价值，打造与众不同的服务就餐体验，那些公司也都引起了科技元素，比如iPad点餐，扫码点餐这些技术，如果你真的看好中国，那现在港股的至暗时刻，就应该是你坚定重仓中国的","listText":"如果告诉你某位投资者的五年收益为0，你会嘲笑他的能力吗？会觉得他傻，能力低下，判断力虚弱，不适合这个行业，是个Loser，五年白干么？那如果再告诉你，这位投资者的名字叫沃伦·巴菲特，你的心里还会那样想么？事实上，巴菲特在接下来的45年时间里，获得了8454倍的收益，同期标普500指数（含分红）增长仅仅147倍。投资从来就不是争快速，一年翻三倍容易，三年翻一倍却很难。几乎在每个阶段，你都会听到有人说，自己靠期权或者买一些热点题材股挣了十几倍几十倍。可出奇一致的是，很快没多久就再没听到这些人的消息了，好像这些人从此从市场上销声匿迹了一样。其实，塔勒布在自己书中说：“在任何一个时间点，赚钱最多的交易员往往是最差的交易员”的这段话最贴切的解释了这个现象的本质。那些在某些年完成了超出寻常收益的投资者，最应该思考的问题是，你是否能在接下来的几年中守住这份收益，这份超额收益到底是因为自己的运气还是能力，以及是冒了很高的风险或者还是进行了有效的风险管控取得的，不要自己骗自己，每个人都有夸大自己能力的倾向，但正如沈南鹏所说：“投资这个行业，最忌讳的就是自负，不能因为自己前几年做出了较好的成绩就觉得自己后面肯定比别人要强，这个行业是千变万化的，要永远把每天当做新的起点。”港股市场在今年年初达到峰值后，迎来了几次大幅度调整，尤其又以中概互联网调整最为严重，幅度最大。几大龙头股美团，腾讯，海底捞回撤幅度有的超了50%，现在问一问自己。你是否在投资还是在投机，问问自己这些公司的基本面真的已经恶化以至于你不得不抛出了么？中国这些年发展取得了巨大的进步，并将继续保持增长状态，而这些发展离不开科技的帮助，即使是传统行业，比如餐饮业，如果想要创造价值，打造与众不同的服务就餐体验，那些公司也都引起了科技元素，比如iPad点餐，扫码点餐这些技术，如果你真的看好中国，那现在港股的至暗时刻，就应该是你坚定重仓中国的","text":"如果告诉你某位投资者的五年收益为0，你会嘲笑他的能力吗？会觉得他傻，能力低下，判断力虚弱，不适合这个行业，是个Loser，五年白干么？那如果再告诉你，这位投资者的名字叫沃伦·巴菲特，你的心里还会那样想么？事实上，巴菲特在接下来的45年时间里，获得了8454倍的收益，同期标普500指数（含分红）增长仅仅147倍。投资从来就不是争快速，一年翻三倍容易，三年翻一倍却很难。几乎在每个阶段，你都会听到有人说，自己靠期权或者买一些热点题材股挣了十几倍几十倍。可出奇一致的是，很快没多久就再没听到这些人的消息了，好像这些人从此从市场上销声匿迹了一样。其实，塔勒布在自己书中说：“在任何一个时间点，赚钱最多的交易员往往是最差的交易员”的这段话最贴切的解释了这个现象的本质。那些在某些年完成了超出寻常收益的投资者，最应该思考的问题是，你是否能在接下来的几年中守住这份收益，这份超额收益到底是因为自己的运气还是能力，以及是冒了很高的风险或者还是进行了有效的风险管控取得的，不要自己骗自己，每个人都有夸大自己能力的倾向，但正如沈南鹏所说：“投资这个行业，最忌讳的就是自负，不能因为自己前几年做出了较好的成绩就觉得自己后面肯定比别人要强，这个行业是千变万化的，要永远把每天当做新的起点。”港股市场在今年年初达到峰值后，迎来了几次大幅度调整，尤其又以中概互联网调整最为严重，幅度最大。几大龙头股美团，腾讯，海底捞回撤幅度有的超了50%，现在问一问自己。你是否在投资还是在投机，问问自己这些公司的基本面真的已经恶化以至于你不得不抛出了么？中国这些年发展取得了巨大的进步，并将继续保持增长状态，而这些发展离不开科技的帮助，即使是传统行业，比如餐饮业，如果想要创造价值，打造与众不同的服务就餐体验，那些公司也都引起了科技元素，比如iPad点餐，扫码点餐这些技术，如果你真的看好中国，那现在港股的至暗时刻，就应该是你坚定重仓中国的","images":[{"img":"https://static.tigerbbs.com/d4d80b9bc58bbbff9b8cab91961ed842","width":"1080","height":"718"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873641414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":603235067,"gmtCreate":1638411544990,"gmtModify":1638412335837,"author":{"id":"4100741782148870","authorId":"4100741782148870","name":"复仇着联盟","avatar":"https://static.tigerbbs.com/34d162ad29d23b1f27236a930c7f2948","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100741782148870","authorIdStr":"4100741782148870"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01850\">$海鑫集团(01850)$</a>this is the last time for the liars to washing away the retails","listText":"<a href=\"https://laohu8.com/S/01850\">$海鑫集团(01850)$</a>this is the last time for the liars to washing away the retails","text":"$海鑫集团(01850)$this is the last time for the liars to washing away the retails","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/603235067","isVote":1,"tweetType":1,"viewCount":2193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603040391,"gmtCreate":1638345123056,"gmtModify":1638345123184,"author":{"id":"4100741782148870","authorId":"4100741782148870","name":"复仇着联盟","avatar":"https://static.tigerbbs.com/34d162ad29d23b1f27236a930c7f2948","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100741782148870","authorIdStr":"4100741782148870"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01850\">$海鑫集团(01850)$</a>散户们之前没卖的今天不能再卖了！ 骗子在等着吃肉呢！现在已经不是割肉的时候了！","listText":"<a href=\"https://laohu8.com/S/01850\">$海鑫集团(01850)$</a>散户们之前没卖的今天不能再卖了！ 骗子在等着吃肉呢！现在已经不是割肉的时候了！","text":"$海鑫集团(01850)$散户们之前没卖的今天不能再卖了！ 骗子在等着吃肉呢！现在已经不是割肉的时候了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/603040391","isVote":1,"tweetType":1,"viewCount":2453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601052867,"gmtCreate":1638461939859,"gmtModify":1638461939859,"author":{"id":"4100741782148870","authorId":"4100741782148870","name":"复仇着联盟","avatar":"https://static.tigerbbs.com/34d162ad29d23b1f27236a930c7f2948","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100741782148870","authorIdStr":"4100741782148870"},"themes":[],"htmlText":"Please contact me as soon as possible if you are deceived","listText":"Please contact me as soon as possible if you are deceived","text":"Please contact me as soon as possible if you are deceived","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601052867","repostId":"603232854","repostType":1,"repost":{"id":603232854,"gmtCreate":1638411461751,"gmtModify":1638461819185,"author":{"id":"4100741782148870","authorId":"4100741782148870","name":"复仇着联盟","avatar":"https://static.tigerbbs.com/34d162ad29d23b1f27236a930c7f2948","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100741782148870","authorIdStr":"4100741782148870"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01850\">$海鑫集团(01850)$</a> don't give up till the liars can't eat the meat on your hand !","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01850\">$海鑫集团(01850)$</a> don't give up till the liars can't eat the meat on your hand !","text":"$海鑫集团(01850)$ don't give up till the liars can't eat the meat on your hand !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603232854","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609210820,"gmtCreate":1638285149619,"gmtModify":1638285149619,"author":{"id":"4100741782148870","authorId":"4100741782148870","name":"复仇着联盟","avatar":"https://static.tigerbbs.com/34d162ad29d23b1f27236a930c7f2948","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100741782148870","authorIdStr":"4100741782148870"},"themes":[],"htmlText":"世事难料！","listText":"世事难料！","text":"世事难料！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609210820","repostId":"2187587736","repostType":4,"repost":{"id":"2187587736","pubTimestamp":1638279331,"share":"https://www.laohu8.com/m/news/2187587736?lang=&edition=full","pubTime":"2021-11-30 21:35","market":"us","language":"zh","title":"“毒王”不会阻止股市上涨，央行这个动作才是风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2187587736","media":"智通财经","summary":"摩根大通策略师Dubravko Lakos-Bujas和Mislav Matejka表示，Omicron变异毒株不会破坏全球股市的涨势，这让市场在最近大幅回调后又增添了谨慎乐观的基调。\n该行在一份报告","content":"<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师Dubravko Lakos-Bujas和Mislav Matejka表示，Omicron变异毒株不会破坏全球股市的涨势，这让市场在最近大幅回调后又增添了谨慎乐观的基调。</p>\n<p>该行在一份报告中写道，“偶发的挫折”如omicron的出现，应该“在自然和疫苗获得性更高的免疫力、显著降低的死亡率和新的抗病毒治疗的背景下”看待。他们说：“预计后疫情时代的正常化将在2022年继续在全球范围内实现。”</p>\n<p>周二，欧洲和亚洲股市以及美国股市期货下跌，此前Moderna公司高管证实，Omicron变异毒株可以避开现有疫苗。研究仍在进行中，以确定新的毒株是否像以前的毒株一样致命，而包括Moderna、辉瑞公司和<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>在内的开发商正在开<b>发可能更新的疫苗版本。</b></p>\n<p><b>前景乐观</b></p>\n<p>摩根大通策略师预计，美国股市明年将继续上涨</p>\n<p><img src=\"https://static.tigerbbs.com/61730a7a61d718693f8a369eba37432a\" tg-width=\"577\" tg-height=\"226\" referrerpolicy=\"no-referrer\"></p>\n<p>摩根大通的策略师们对最近的股市恐慌无动于衷，他们预计标准普尔500指数将从目前的水平上涨约9%，到2022年底升至5050点。他们在全年展望报告中写道，\"由于供应冲击缓解，中国/新兴市场背景改善，消费者支出习惯正常化，获利增长好于预期，我们将继续看到市场上行，不过幅度会更温和。\"</p>\n<p>该行预计，欧洲股市的表现将优于美国股市，中国股市的表现将优于新兴市场，而新兴市场的表现将优于发达市场。</p>\n<p>他们指出，央行向鹰派的转变（超过Omicron变异毒株）是其乐观前景的最大风险，同时建议投资者保持顺周期倾向，偏好能源和金融、消费者服务和小型股。相对于其他防御性行业，他们更青睐医疗保健行业。</p>","source":"stock_zhitongcaijing","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>“毒王”不会阻止股市上涨，央行这个动作才是风险</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“毒王”不会阻止股市上涨，央行这个动作才是风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 21:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/612721.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通策略师Dubravko Lakos-Bujas和Mislav Matejka表示，Omicron变异毒株不会破坏全球股市的涨势，这让市场在最近大幅回调后又增添了谨慎乐观的基调。\n该行在一份报告中写道，“偶发的挫折”如omicron的出现，应该“在自然和疫苗获得性更高的免疫力、显著降低的死亡率和新的抗病毒治疗的背景下”看待。他们说：“预计后疫情时代的正常化将在2022年继续在全球范围内实现。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/612721.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/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","JPM":"摩根大通","BK4504":"桥水持仓","BK4566":"资本集团","BK4207":"综合性银行"},"source_url":"http://www.zhitongcaijing.com/content/detail/612721.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187587736","content_text":"摩根大通策略师Dubravko Lakos-Bujas和Mislav Matejka表示，Omicron变异毒株不会破坏全球股市的涨势，这让市场在最近大幅回调后又增添了谨慎乐观的基调。\n该行在一份报告中写道，“偶发的挫折”如omicron的出现，应该“在自然和疫苗获得性更高的免疫力、显著降低的死亡率和新的抗病毒治疗的背景下”看待。他们说：“预计后疫情时代的正常化将在2022年继续在全球范围内实现。”\n周二，欧洲和亚洲股市以及美国股市期货下跌，此前Moderna公司高管证实，Omicron变异毒株可以避开现有疫苗。研究仍在进行中，以确定新的毒株是否像以前的毒株一样致命，而包括Moderna、辉瑞公司和BioNTech SE在内的开发商正在开发可能更新的疫苗版本。\n前景乐观\n摩根大通策略师预计，美国股市明年将继续上涨\n\n摩根大通的策略师们对最近的股市恐慌无动于衷，他们预计标准普尔500指数将从目前的水平上涨约9%，到2022年底升至5050点。他们在全年展望报告中写道，\"由于供应冲击缓解，中国/新兴市场背景改善，消费者支出习惯正常化，获利增长好于预期，我们将继续看到市场上行，不过幅度会更温和。\"\n该行预计，欧洲股市的表现将优于美国股市，中国股市的表现将优于新兴市场，而新兴市场的表现将优于发达市场。\n他们指出，央行向鹰派的转变（超过Omicron变异毒株）是其乐观前景的最大风险，同时建议投资者保持顺周期倾向，偏好能源和金融、消费者服务和小型股。相对于其他防御性行业，他们更青睐医疗保健行业。","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874420635,"gmtCreate":1637813590327,"gmtModify":1637813590327,"author":{"id":"4100741782148870","authorId":"4100741782148870","name":"复仇着联盟","avatar":"https://static.tigerbbs.com/34d162ad29d23b1f27236a930c7f2948","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100741782148870","authorIdStr":"4100741782148870"},"themes":[],"htmlText":"新鲜感没了，股价还能涨回去吗？ 高管撤退了，你还要冲锋陷阵吗？","listText":"新鲜感没了，股价还能涨回去吗？ 高管撤退了，你还要冲锋陷阵吗？","text":"新鲜感没了，股价还能涨回去吗？ 高管撤退了，你还要冲锋陷阵吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874420635","repostId":"873641414","repostType":1,"repost":{"id":873641414,"gmtCreate":1636941326236,"gmtModify":1636946824495,"author":{"id":"3479894068777241","authorId":"3479894068777241","name":"局外人___","avatar":"https://static.tigerbbs.com/cca69accd9507306aa2ccd4828ab875d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3479894068777241","authorIdStr":"3479894068777241"},"themes":[],"title":"港股优质公司至暗时刻","htmlText":"如果告诉你某位投资者的五年收益为0，你会嘲笑他的能力吗？会觉得他傻，能力低下，判断力虚弱，不适合这个行业，是个Loser，五年白干么？那如果再告诉你，这位投资者的名字叫沃伦·巴菲特，你的心里还会那样想么？事实上，巴菲特在接下来的45年时间里，获得了8454倍的收益，同期标普500指数（含分红）增长仅仅147倍。投资从来就不是争快速，一年翻三倍容易，三年翻一倍却很难。几乎在每个阶段，你都会听到有人说，自己靠期权或者买一些热点题材股挣了十几倍几十倍。可出奇一致的是，很快没多久就再没听到这些人的消息了，好像这些人从此从市场上销声匿迹了一样。其实，塔勒布在自己书中说：“在任何一个时间点，赚钱最多的交易员往往是最差的交易员”的这段话最贴切的解释了这个现象的本质。那些在某些年完成了超出寻常收益的投资者，最应该思考的问题是，你是否能在接下来的几年中守住这份收益，这份超额收益到底是因为自己的运气还是能力，以及是冒了很高的风险或者还是进行了有效的风险管控取得的，不要自己骗自己，每个人都有夸大自己能力的倾向，但正如沈南鹏所说：“投资这个行业，最忌讳的就是自负，不能因为自己前几年做出了较好的成绩就觉得自己后面肯定比别人要强，这个行业是千变万化的，要永远把每天当做新的起点。”港股市场在今年年初达到峰值后，迎来了几次大幅度调整，尤其又以中概互联网调整最为严重，幅度最大。几大龙头股美团，腾讯，海底捞回撤幅度有的超了50%，现在问一问自己。你是否在投资还是在投机，问问自己这些公司的基本面真的已经恶化以至于你不得不抛出了么？中国这些年发展取得了巨大的进步，并将继续保持增长状态，而这些发展离不开科技的帮助，即使是传统行业，比如餐饮业，如果想要创造价值，打造与众不同的服务就餐体验，那些公司也都引起了科技元素，比如iPad点餐，扫码点餐这些技术，如果你真的看好中国，那现在港股的至暗时刻，就应该是你坚定重仓中国的","listText":"如果告诉你某位投资者的五年收益为0，你会嘲笑他的能力吗？会觉得他傻，能力低下，判断力虚弱，不适合这个行业，是个Loser，五年白干么？那如果再告诉你，这位投资者的名字叫沃伦·巴菲特，你的心里还会那样想么？事实上，巴菲特在接下来的45年时间里，获得了8454倍的收益，同期标普500指数（含分红）增长仅仅147倍。投资从来就不是争快速，一年翻三倍容易，三年翻一倍却很难。几乎在每个阶段，你都会听到有人说，自己靠期权或者买一些热点题材股挣了十几倍几十倍。可出奇一致的是，很快没多久就再没听到这些人的消息了，好像这些人从此从市场上销声匿迹了一样。其实，塔勒布在自己书中说：“在任何一个时间点，赚钱最多的交易员往往是最差的交易员”的这段话最贴切的解释了这个现象的本质。那些在某些年完成了超出寻常收益的投资者，最应该思考的问题是，你是否能在接下来的几年中守住这份收益，这份超额收益到底是因为自己的运气还是能力，以及是冒了很高的风险或者还是进行了有效的风险管控取得的，不要自己骗自己，每个人都有夸大自己能力的倾向，但正如沈南鹏所说：“投资这个行业，最忌讳的就是自负，不能因为自己前几年做出了较好的成绩就觉得自己后面肯定比别人要强，这个行业是千变万化的，要永远把每天当做新的起点。”港股市场在今年年初达到峰值后，迎来了几次大幅度调整，尤其又以中概互联网调整最为严重，幅度最大。几大龙头股美团，腾讯，海底捞回撤幅度有的超了50%，现在问一问自己。你是否在投资还是在投机，问问自己这些公司的基本面真的已经恶化以至于你不得不抛出了么？中国这些年发展取得了巨大的进步，并将继续保持增长状态，而这些发展离不开科技的帮助，即使是传统行业，比如餐饮业，如果想要创造价值，打造与众不同的服务就餐体验，那些公司也都引起了科技元素，比如iPad点餐，扫码点餐这些技术，如果你真的看好中国，那现在港股的至暗时刻，就应该是你坚定重仓中国的","text":"如果告诉你某位投资者的五年收益为0，你会嘲笑他的能力吗？会觉得他傻，能力低下，判断力虚弱，不适合这个行业，是个Loser，五年白干么？那如果再告诉你，这位投资者的名字叫沃伦·巴菲特，你的心里还会那样想么？事实上，巴菲特在接下来的45年时间里，获得了8454倍的收益，同期标普500指数（含分红）增长仅仅147倍。投资从来就不是争快速，一年翻三倍容易，三年翻一倍却很难。几乎在每个阶段，你都会听到有人说，自己靠期权或者买一些热点题材股挣了十几倍几十倍。可出奇一致的是，很快没多久就再没听到这些人的消息了，好像这些人从此从市场上销声匿迹了一样。其实，塔勒布在自己书中说：“在任何一个时间点，赚钱最多的交易员往往是最差的交易员”的这段话最贴切的解释了这个现象的本质。那些在某些年完成了超出寻常收益的投资者，最应该思考的问题是，你是否能在接下来的几年中守住这份收益，这份超额收益到底是因为自己的运气还是能力，以及是冒了很高的风险或者还是进行了有效的风险管控取得的，不要自己骗自己，每个人都有夸大自己能力的倾向，但正如沈南鹏所说：“投资这个行业，最忌讳的就是自负，不能因为自己前几年做出了较好的成绩就觉得自己后面肯定比别人要强，这个行业是千变万化的，要永远把每天当做新的起点。”港股市场在今年年初达到峰值后，迎来了几次大幅度调整，尤其又以中概互联网调整最为严重，幅度最大。几大龙头股美团，腾讯，海底捞回撤幅度有的超了50%，现在问一问自己。你是否在投资还是在投机，问问自己这些公司的基本面真的已经恶化以至于你不得不抛出了么？中国这些年发展取得了巨大的进步，并将继续保持增长状态，而这些发展离不开科技的帮助，即使是传统行业，比如餐饮业，如果想要创造价值，打造与众不同的服务就餐体验，那些公司也都引起了科技元素，比如iPad点餐，扫码点餐这些技术，如果你真的看好中国，那现在港股的至暗时刻，就应该是你坚定重仓中国的","images":[{"img":"https://static.tigerbbs.com/d4d80b9bc58bbbff9b8cab91961ed842","width":"1080","height":"718"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873641414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}