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梦断点了
2023-09-12
[呆住]
抱歉,原内容已删除
梦断点了
2023-07-05
[惊讶]
@柯鑫量化投资:复星兑付7亿美元债,传递清晰反转信号
梦断点了
2023-04-24
其实按既往业绩和版号储备,
$中手游(00302)$
在港股游戏公司里已经是能打的了,怎么大家都等仙剑世界?就是没有仙剑世界也应该涨涨涨
梦断点了
2023-02-26
万事开头难,但是网易有道明显已经开了个不错的头
@星光无厘头:
$有道(DAO)$
终于实现了正盈利。只是,能否持续性盈利,还得看后续的运营。至少,迈出了不错的第一步。
梦断点了
2022-12-28
[开心]
@三合智能:预见2023:展望投资机会和板块机遇
梦断点了
2022-06-09
$万物新生(RERE)$
相对来说我会更喜欢万物新生,用过两次都不错
梦断点了
2022-05-10
主流游戏企业现在都在投研发拼产品,业绩普遍承压不小,不是因为别的,就是现在市场已经是最严峻的时候,营销什么的都是小道,只有直接拼产品拼运营,没有任何转圜余地。就算国内增量小,海外市场潜力也一直很大,照样能有掘金者。
$中手游(00302)$
原来几乎在海外没什么体量,过去一年也激增了不少业绩,都是海外的成绩。
梦断点了
2022-04-14
$简普科技(JT)$
这几年正是银行数字化建设的高速发展阶段,简普科技站在了发展快车道。
去老虎APP查看更多动态
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潮落终有潮起时。在当前经济形势下,消费需求保持稳定增长,同时伴随推动消费升级和促进内需扩大的一系列政策,可以断言,下半年的投资大机会,将出现在大消费和医药领域。 从选股逻辑看,表现更好的个股,大多是满足了2个条件:一是主业足够纯正,行业回暖给其带来很大的业绩弹性;二是市场此前的预期足够低,种种原因导致公司的估值/价值被极度忽视了。 沿着这样的思路,我重新翻了一遍自选股,发现复星是一个非常契合的标的(聚焦家庭消费主业,且营收、净利快速回升),现在还处于被“高负债率”这个刻板印象所耽误的阶段,属于典型的珍珠蒙尘了。 最好的抄底机会,是买在利空出尽时。触发这一标志性节点的消息是:7月2日,复星成功兑付7亿美元的到期境外美元债,至此复星已兑付所有集中到期的境外公开市场债券。 公开信息显示,今年以来,复星陆续于1月兑付4.5亿美元债、4月兑付12亿美元银团贷款、5月兑付3.5亿欧元债,此外67亿元人民币的境内到期公开债也已完成兑付。据此,未来12个月内复星已无大额美元债到期。 “越过山丘,遇见十九岁的我”,这是杨宗纬唱的一首很有味道的歌,用来形容复星当下的状态再恰当不过了。再直白点说,复星成功越过了“债务墙”,信用状况得到大幅改善,这种能力本身就值得认可,而且未来很长一段时间内将不会面临大量的债务到期压力,对于公司的稳定经营和发展大有裨益,叠加经济复苏,主业发展将获得更大的弹性。 对于关注复星不多的人来说,这个利好似乎来得有点儿突然。但其实稍微回顾一下不难发现,复星优化资金和资产结构的逻辑,从去年开始就在持续兑现了。 去年以来,复星加大了非战略性、非核心资产的退出力度,尤其是通过系统性处置钢铁等非核心资产以及多赛道财务投资资产,快速实现大量现金","listText":"最近的市场有了一个明显变化:以人工智能为代表的TMT板块开始见顶回落,大消费则在“经济复苏+低估值”的加持下,出现了肉眼可见的筑底回升迹象。 潮落终有潮起时。在当前经济形势下,消费需求保持稳定增长,同时伴随推动消费升级和促进内需扩大的一系列政策,可以断言,下半年的投资大机会,将出现在大消费和医药领域。 从选股逻辑看,表现更好的个股,大多是满足了2个条件:一是主业足够纯正,行业回暖给其带来很大的业绩弹性;二是市场此前的预期足够低,种种原因导致公司的估值/价值被极度忽视了。 沿着这样的思路,我重新翻了一遍自选股,发现复星是一个非常契合的标的(聚焦家庭消费主业,且营收、净利快速回升),现在还处于被“高负债率”这个刻板印象所耽误的阶段,属于典型的珍珠蒙尘了。 最好的抄底机会,是买在利空出尽时。触发这一标志性节点的消息是:7月2日,复星成功兑付7亿美元的到期境外美元债,至此复星已兑付所有集中到期的境外公开市场债券。 公开信息显示,今年以来,复星陆续于1月兑付4.5亿美元债、4月兑付12亿美元银团贷款、5月兑付3.5亿欧元债,此外67亿元人民币的境内到期公开债也已完成兑付。据此,未来12个月内复星已无大额美元债到期。 “越过山丘,遇见十九岁的我”,这是杨宗纬唱的一首很有味道的歌,用来形容复星当下的状态再恰当不过了。再直白点说,复星成功越过了“债务墙”,信用状况得到大幅改善,这种能力本身就值得认可,而且未来很长一段时间内将不会面临大量的债务到期压力,对于公司的稳定经营和发展大有裨益,叠加经济复苏,主业发展将获得更大的弹性。 对于关注复星不多的人来说,这个利好似乎来得有点儿突然。但其实稍微回顾一下不难发现,复星优化资金和资产结构的逻辑,从去年开始就在持续兑现了。 去年以来,复星加大了非战略性、非核心资产的退出力度,尤其是通过系统性处置钢铁等非核心资产以及多赛道财务投资资产,快速实现大量现金","text":"最近的市场有了一个明显变化:以人工智能为代表的TMT板块开始见顶回落,大消费则在“经济复苏+低估值”的加持下,出现了肉眼可见的筑底回升迹象。 潮落终有潮起时。在当前经济形势下,消费需求保持稳定增长,同时伴随推动消费升级和促进内需扩大的一系列政策,可以断言,下半年的投资大机会,将出现在大消费和医药领域。 从选股逻辑看,表现更好的个股,大多是满足了2个条件:一是主业足够纯正,行业回暖给其带来很大的业绩弹性;二是市场此前的预期足够低,种种原因导致公司的估值/价值被极度忽视了。 沿着这样的思路,我重新翻了一遍自选股,发现复星是一个非常契合的标的(聚焦家庭消费主业,且营收、净利快速回升),现在还处于被“高负债率”这个刻板印象所耽误的阶段,属于典型的珍珠蒙尘了。 最好的抄底机会,是买在利空出尽时。触发这一标志性节点的消息是:7月2日,复星成功兑付7亿美元的到期境外美元债,至此复星已兑付所有集中到期的境外公开市场债券。 公开信息显示,今年以来,复星陆续于1月兑付4.5亿美元债、4月兑付12亿美元银团贷款、5月兑付3.5亿欧元债,此外67亿元人民币的境内到期公开债也已完成兑付。据此,未来12个月内复星已无大额美元债到期。 “越过山丘,遇见十九岁的我”,这是杨宗纬唱的一首很有味道的歌,用来形容复星当下的状态再恰当不过了。再直白点说,复星成功越过了“债务墙”,信用状况得到大幅改善,这种能力本身就值得认可,而且未来很长一段时间内将不会面临大量的债务到期压力,对于公司的稳定经营和发展大有裨益,叠加经济复苏,主业发展将获得更大的弹性。 对于关注复星不多的人来说,这个利好似乎来得有点儿突然。但其实稍微回顾一下不难发现,复星优化资金和资产结构的逻辑,从去年开始就在持续兑现了。 去年以来,复星加大了非战略性、非核心资产的退出力度,尤其是通过系统性处置钢铁等非核心资产以及多赛道财务投资资产,快速实现大量现金","images":[{"img":"https://static.tigerbbs.com/d6f456e432143ae9d5ecc1c55565bea5","width":"645","height":"403"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194548832968848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658915799,"gmtCreate":1682332603911,"gmtModify":1682332605236,"author":{"id":"4106530293745340","authorId":"4106530293745340","name":"梦断点了","avatar":"https://static.tigerbbs.com/105eee86146194d0aa18c20b9a849258","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106530293745340","authorIdStr":"4106530293745340"},"themes":[],"htmlText":"其实按既往业绩和版号储备,<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a>在港股游戏公司里已经是能打的了,怎么大家都等仙剑世界?就是没有仙剑世界也应该涨涨涨","listText":"其实按既往业绩和版号储备,<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a>在港股游戏公司里已经是能打的了,怎么大家都等仙剑世界?就是没有仙剑世界也应该涨涨涨","text":"其实按既往业绩和版号储备,$中手游(00302)$ 在港股游戏公司里已经是能打的了,怎么大家都等仙剑世界?就是没有仙剑世界也应该涨涨涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658915799","isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624683982,"gmtCreate":1677388532346,"gmtModify":1677388535323,"author":{"id":"4106530293745340","authorId":"4106530293745340","name":"梦断点了","avatar":"https://static.tigerbbs.com/105eee86146194d0aa18c20b9a849258","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106530293745340","authorIdStr":"4106530293745340"},"themes":[],"htmlText":"万事开头难,但是网易有道明显已经开了个不错的头","listText":"万事开头难,但是网易有道明显已经开了个不错的头","text":"万事开头难,但是网易有道明显已经开了个不错的头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624683982","repostId":"624683072","repostType":1,"repost":{"id":624683072,"gmtCreate":1677388024796,"gmtModify":1677388026655,"author":{"id":"3570162564269084","authorId":"3570162564269084","name":"星光无厘头","avatar":"https://static.tigerbbs.com/f32efc55aa621f303e025a0d3344c19d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570162564269084","authorIdStr":"3570162564269084"},"themes":[],"htmlText":"<a 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原来几乎在海外没什么体量,过去一年也激增了不少业绩,都是海外的成绩。","listText":"主流游戏企业现在都在投研发拼产品,业绩普遍承压不小,不是因为别的,就是现在市场已经是最严峻的时候,营销什么的都是小道,只有直接拼产品拼运营,没有任何转圜余地。就算国内增量小,海外市场潜力也一直很大,照样能有掘金者。<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> 原来几乎在海外没什么体量,过去一年也激增了不少业绩,都是海外的成绩。","text":"主流游戏企业现在都在投研发拼产品,业绩普遍承压不小,不是因为别的,就是现在市场已经是最严峻的时候,营销什么的都是小道,只有直接拼产品拼运营,没有任何转圜余地。就算国内增量小,海外市场潜力也一直很大,照样能有掘金者。$中手游(00302)$ 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潮落终有潮起时。在当前经济形势下,消费需求保持稳定增长,同时伴随推动消费升级和促进内需扩大的一系列政策,可以断言,下半年的投资大机会,将出现在大消费和医药领域。 从选股逻辑看,表现更好的个股,大多是满足了2个条件:一是主业足够纯正,行业回暖给其带来很大的业绩弹性;二是市场此前的预期足够低,种种原因导致公司的估值/价值被极度忽视了。 沿着这样的思路,我重新翻了一遍自选股,发现复星是一个非常契合的标的(聚焦家庭消费主业,且营收、净利快速回升),现在还处于被“高负债率”这个刻板印象所耽误的阶段,属于典型的珍珠蒙尘了。 最好的抄底机会,是买在利空出尽时。触发这一标志性节点的消息是:7月2日,复星成功兑付7亿美元的到期境外美元债,至此复星已兑付所有集中到期的境外公开市场债券。 公开信息显示,今年以来,复星陆续于1月兑付4.5亿美元债、4月兑付12亿美元银团贷款、5月兑付3.5亿欧元债,此外67亿元人民币的境内到期公开债也已完成兑付。据此,未来12个月内复星已无大额美元债到期。 “越过山丘,遇见十九岁的我”,这是杨宗纬唱的一首很有味道的歌,用来形容复星当下的状态再恰当不过了。再直白点说,复星成功越过了“债务墙”,信用状况得到大幅改善,这种能力本身就值得认可,而且未来很长一段时间内将不会面临大量的债务到期压力,对于公司的稳定经营和发展大有裨益,叠加经济复苏,主业发展将获得更大的弹性。 对于关注复星不多的人来说,这个利好似乎来得有点儿突然。但其实稍微回顾一下不难发现,复星优化资金和资产结构的逻辑,从去年开始就在持续兑现了。 去年以来,复星加大了非战略性、非核心资产的退出力度,尤其是通过系统性处置钢铁等非核心资产以及多赛道财务投资资产,快速实现大量现金","listText":"最近的市场有了一个明显变化:以人工智能为代表的TMT板块开始见顶回落,大消费则在“经济复苏+低估值”的加持下,出现了肉眼可见的筑底回升迹象。 潮落终有潮起时。在当前经济形势下,消费需求保持稳定增长,同时伴随推动消费升级和促进内需扩大的一系列政策,可以断言,下半年的投资大机会,将出现在大消费和医药领域。 从选股逻辑看,表现更好的个股,大多是满足了2个条件:一是主业足够纯正,行业回暖给其带来很大的业绩弹性;二是市场此前的预期足够低,种种原因导致公司的估值/价值被极度忽视了。 沿着这样的思路,我重新翻了一遍自选股,发现复星是一个非常契合的标的(聚焦家庭消费主业,且营收、净利快速回升),现在还处于被“高负债率”这个刻板印象所耽误的阶段,属于典型的珍珠蒙尘了。 最好的抄底机会,是买在利空出尽时。触发这一标志性节点的消息是:7月2日,复星成功兑付7亿美元的到期境外美元债,至此复星已兑付所有集中到期的境外公开市场债券。 公开信息显示,今年以来,复星陆续于1月兑付4.5亿美元债、4月兑付12亿美元银团贷款、5月兑付3.5亿欧元债,此外67亿元人民币的境内到期公开债也已完成兑付。据此,未来12个月内复星已无大额美元债到期。 “越过山丘,遇见十九岁的我”,这是杨宗纬唱的一首很有味道的歌,用来形容复星当下的状态再恰当不过了。再直白点说,复星成功越过了“债务墙”,信用状况得到大幅改善,这种能力本身就值得认可,而且未来很长一段时间内将不会面临大量的债务到期压力,对于公司的稳定经营和发展大有裨益,叠加经济复苏,主业发展将获得更大的弹性。 对于关注复星不多的人来说,这个利好似乎来得有点儿突然。但其实稍微回顾一下不难发现,复星优化资金和资产结构的逻辑,从去年开始就在持续兑现了。 去年以来,复星加大了非战略性、非核心资产的退出力度,尤其是通过系统性处置钢铁等非核心资产以及多赛道财务投资资产,快速实现大量现金","text":"最近的市场有了一个明显变化:以人工智能为代表的TMT板块开始见顶回落,大消费则在“经济复苏+低估值”的加持下,出现了肉眼可见的筑底回升迹象。 潮落终有潮起时。在当前经济形势下,消费需求保持稳定增长,同时伴随推动消费升级和促进内需扩大的一系列政策,可以断言,下半年的投资大机会,将出现在大消费和医药领域。 从选股逻辑看,表现更好的个股,大多是满足了2个条件:一是主业足够纯正,行业回暖给其带来很大的业绩弹性;二是市场此前的预期足够低,种种原因导致公司的估值/价值被极度忽视了。 沿着这样的思路,我重新翻了一遍自选股,发现复星是一个非常契合的标的(聚焦家庭消费主业,且营收、净利快速回升),现在还处于被“高负债率”这个刻板印象所耽误的阶段,属于典型的珍珠蒙尘了。 最好的抄底机会,是买在利空出尽时。触发这一标志性节点的消息是:7月2日,复星成功兑付7亿美元的到期境外美元债,至此复星已兑付所有集中到期的境外公开市场债券。 公开信息显示,今年以来,复星陆续于1月兑付4.5亿美元债、4月兑付12亿美元银团贷款、5月兑付3.5亿欧元债,此外67亿元人民币的境内到期公开债也已完成兑付。据此,未来12个月内复星已无大额美元债到期。 “越过山丘,遇见十九岁的我”,这是杨宗纬唱的一首很有味道的歌,用来形容复星当下的状态再恰当不过了。再直白点说,复星成功越过了“债务墙”,信用状况得到大幅改善,这种能力本身就值得认可,而且未来很长一段时间内将不会面临大量的债务到期压力,对于公司的稳定经营和发展大有裨益,叠加经济复苏,主业发展将获得更大的弹性。 对于关注复星不多的人来说,这个利好似乎来得有点儿突然。但其实稍微回顾一下不难发现,复星优化资金和资产结构的逻辑,从去年开始就在持续兑现了。 去年以来,复星加大了非战略性、非核心资产的退出力度,尤其是通过系统性处置钢铁等非核心资产以及多赛道财务投资资产,快速实现大量现金","images":[{"img":"https://static.tigerbbs.com/d6f456e432143ae9d5ecc1c55565bea5","width":"645","height":"403"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194548832968848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658915799,"gmtCreate":1682332603911,"gmtModify":1682332605236,"author":{"id":"4106530293745340","authorId":"4106530293745340","name":"梦断点了","avatar":"https://static.tigerbbs.com/105eee86146194d0aa18c20b9a849258","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106530293745340","idStr":"4106530293745340"},"themes":[],"htmlText":"其实按既往业绩和版号储备,<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a>在港股游戏公司里已经是能打的了,怎么大家都等仙剑世界?就是没有仙剑世界也应该涨涨涨","listText":"其实按既往业绩和版号储备,<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a>在港股游戏公司里已经是能打的了,怎么大家都等仙剑世界?就是没有仙剑世界也应该涨涨涨","text":"其实按既往业绩和版号储备,$中手游(00302)$ 在港股游戏公司里已经是能打的了,怎么大家都等仙剑世界?就是没有仙剑世界也应该涨涨涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658915799","isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624683982,"gmtCreate":1677388532346,"gmtModify":1677388535323,"author":{"id":"4106530293745340","authorId":"4106530293745340","name":"梦断点了","avatar":"https://static.tigerbbs.com/105eee86146194d0aa18c20b9a849258","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106530293745340","idStr":"4106530293745340"},"themes":[],"htmlText":"万事开头难,但是网易有道明显已经开了个不错的头","listText":"万事开头难,但是网易有道明显已经开了个不错的头","text":"万事开头难,但是网易有道明显已经开了个不错的头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624683982","repostId":"624683072","repostType":1,"repost":{"id":624683072,"gmtCreate":1677388024796,"gmtModify":1677388026655,"author":{"id":"3570162564269084","authorId":"3570162564269084","name":"星光无厘头","avatar":"https://static.tigerbbs.com/f32efc55aa621f303e025a0d3344c19d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570162564269084","idStr":"3570162564269084"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ </a>终于实现了正盈利。只是,能否持续性盈利,还得看后续的运营。至少,迈出了不错的第一步。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ </a>终于实现了正盈利。只是,能否持续性盈利,还得看后续的运营。至少,迈出了不错的第一步。","text":"$有道(DAO)$ 终于实现了正盈利。只是,能否持续性盈利,还得看后续的运营。至少,迈出了不错的第一步。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624683072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621826835,"gmtCreate":1672196245727,"gmtModify":1672196247643,"author":{"id":"4106530293745340","authorId":"4106530293745340","name":"梦断点了","avatar":"https://static.tigerbbs.com/105eee86146194d0aa18c20b9a849258","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106530293745340","idStr":"4106530293745340"},"themes":[],"htmlText":"[开心]","listText":"[开心]","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621826835","repostId":"621368084","repostType":1,"repost":{"id":621368084,"gmtCreate":1672024676449,"gmtModify":1672025370603,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"三合智能","avatar":"https://static.tigerbbs.com/6bf943e0600579c52b9b6c967fe103b7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101854786458470","idStr":"4101854786458470"},"themes":[],"title":"预见2023:展望投资机会和板块机遇","htmlText":"前段期间会议指出,今年受到超预期因素的影响,稳就业、稳物价、稳住经济大盘工作极为不易,当前经济恢复回稳,但基础还不牢靠。坚持发展是第一要务,突出做好稳增长、稳就业、稳物价工作,保持经济运行在合理区间,促进经济进一步回稳向好,实现明年好的开局。面对即将迎来的2023年,随着全球防疫措施放松,复工复产推进,顺周期行业开始逐步复苏,但整体复苏程度有所减弱,后续反弹程度或衰退风险有待观察。 坚持价值投资,做好优质配置是抓住市场行情最好的投资策略。随着美联储加息节奏转鸽,其他各国央行也大概率跟随,全球流动性预期得以放松。其中美国在疫情后复苏程度较好,复苏延续但节奏可能放缓,整体情绪较好,风险因素一般,美股须静待预期完全转向后可能到达拐点。 据当前市场的趋势来看,大伙对2023年投资机会有何展望?预判一下2023年经济形势将如何演变?面对崭新的一年,不妨大胆预测哪些板块存在怎样的机遇? 【活动参与方式】 1. 关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a> @ 海银控股老虎号; 2. 在本帖评论区分享您的观点,留言转发并添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 欢迎虎友们踊跃发言,也可@你的好友前来互动哦~[开心] [开心] [开心] <a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> ","listText":"前段期间会议指出,今年受到超预期因素的影响,稳就业、稳物价、稳住经济大盘工作极为不易,当前经济恢复回稳,但基础还不牢靠。坚持发展是第一要务,突出做好稳增长、稳就业、稳物价工作,保持经济运行在合理区间,促进经济进一步回稳向好,实现明年好的开局。面对即将迎来的2023年,随着全球防疫措施放松,复工复产推进,顺周期行业开始逐步复苏,但整体复苏程度有所减弱,后续反弹程度或衰退风险有待观察。 坚持价值投资,做好优质配置是抓住市场行情最好的投资策略。随着美联储加息节奏转鸽,其他各国央行也大概率跟随,全球流动性预期得以放松。其中美国在疫情后复苏程度较好,复苏延续但节奏可能放缓,整体情绪较好,风险因素一般,美股须静待预期完全转向后可能到达拐点。 据当前市场的趋势来看,大伙对2023年投资机会有何展望?预判一下2023年经济形势将如何演变?面对崭新的一年,不妨大胆预测哪些板块存在怎样的机遇? 【活动参与方式】 1. 关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a> @ 海银控股老虎号; 2. 在本帖评论区分享您的观点,留言转发并添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 欢迎虎友们踊跃发言,也可@你的好友前来互动哦~[开心] [开心] [开心] <a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> ","text":"前段期间会议指出,今年受到超预期因素的影响,稳就业、稳物价、稳住经济大盘工作极为不易,当前经济恢复回稳,但基础还不牢靠。坚持发展是第一要务,突出做好稳增长、稳就业、稳物价工作,保持经济运行在合理区间,促进经济进一步回稳向好,实现明年好的开局。面对即将迎来的2023年,随着全球防疫措施放松,复工复产推进,顺周期行业开始逐步复苏,但整体复苏程度有所减弱,后续反弹程度或衰退风险有待观察。 坚持价值投资,做好优质配置是抓住市场行情最好的投资策略。随着美联储加息节奏转鸽,其他各国央行也大概率跟随,全球流动性预期得以放松。其中美国在疫情后复苏程度较好,复苏延续但节奏可能放缓,整体情绪较好,风险因素一般,美股须静待预期完全转向后可能到达拐点。 据当前市场的趋势来看,大伙对2023年投资机会有何展望?预判一下2023年经济形势将如何演变?面对崭新的一年,不妨大胆预测哪些板块存在怎样的机遇? 【活动参与方式】 1. 关注@海银控股 @ 海银控股老虎号; 2. 在本帖评论区分享您的观点,留言转发并添加股票$海银控股(HYW)$ 欢迎虎友们踊跃发言,也可@你的好友前来互动哦~[开心] [开心] [开心] 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