腾飞古月的个人主页 - 老虎社区

腾飞古月

腾飞古月

暂无个人介绍

IP属地：广东

13关注

2粉丝

0主题

0勋章

11-22 11:32

$上证指数(000001.SH)$ 慢牛就要慢涨的心态才行

11-22 11:31

持筹不卖

11-22 11:30

这篇文章不错，转发给大家看看

@Buy_Sell:🔥【11月22日】比特币势如破竹，剑指10万美元大关！接下来你会怎么布局？

11-22 11:29

$晶泰科技(02228)$ 晶泰两年研发用了6.56亿，跟华为一样，讲究公司的科技创新能力，这样的公司未来增长潜力才够大

11-08

$晶泰科技(02228)$ 很少有一支个股连续8天下跌的，通常都是短期反转的时间点，看看吧

11-04

$晶泰科技(02228)$ 上周已没有什么看头了，本想寄望今天开盘的惊喜，结果只完成了50%的KPI，只有惊，没有喜，还是尾盘杀跌[惊讶] [惊讶]

11-01

$晶泰科技(02228)$ 本周可以说玩了个寂寞，基本上是平盘，股价没看点，只能寄望下周啦[捂脸] [捂脸]

10-30

$晶泰科技(02228)$ 晶泰科技销售网络广泛，市场渗透率高，业绩增长有保障，股价回调时值得买

10-24

事出反常必有妖

资深投资者：高盛错了！美股将迎来咆哮的二十年

10-24

$汽车街(02443)$ 有D惊惊地

10-24

$大成生化科技(00809)$ 还有人玩这只股吗？

10-24

$晶泰科技(02228)$ 晶泰科技财务状况健康，现金流稳定，抗风险能力强，买得过

10-17

$晶泰科技(02228)$ 晶泰科技嘅智能自动化实验室，大幅提升咗研发效率，降低成本，当前股价几乎斩半，买入成本比追高稳阵好多

10-03

还是很佩服老孙的

软银孙正义畅想人工智能未来：不久的将来就会诞生AI管家

10-03

喝酒喝得太多人就容易醉

6000点的年终目标太低了？高盛资金流专家：美股年底前有望大涨

10-03

$晶泰科技(02228)$ 晶泰科技AI技术，助力莱芒生物CAR-T疗法，为肝癌患者们带去了新希望，期望本轮的牛市行情能给这些造福社会的上市公司提供更多的研发资金

09-26

$晶泰科技(02228)$ 这两天几乎所有市场的科技股都在飙升，晶泰科技将AI技术应用于类器官研究，开发出全球首款弥漫性胃癌靶向药，多题材个股也跟着水涨船高

09-25

相对美股，更看好港股，美股太高啦

09-25

$晶泰科技(02228)$ 晶泰科技嘅AI技术应用好广泛，帮手哈佛大学、康奈尔大学等搞研究，甚至喺临床试验中都取得咗显著成效。[强] [强]

09-23

这篇文章不错，转发给大家看看

@空军大队长:什么样的股票涨起来快？

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4184380269673420","uuid":"4184380269673420","gmtCreate":1721277136144,"gmtModify":1727332736805,"name":"腾飞古月","pinyin":"tfgytengfeiguyue","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":13,"tweetSize":68,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":373582148796784,"gmtCreate":1732246366389,"gmtModify":1732246367726,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 慢牛就要慢涨的心态才行","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 慢牛就要慢涨的心态才行","text":"$上证指数(000001.SH)$ 慢牛就要慢涨的心态才行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/373582148796784","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535338232726128","authorId":"3535338232726128","name":"屋根下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3535338232726128","idStr":"3535338232726128"},"content":"疯牛配慢熊 [可爱]","text":"疯牛配慢熊 [可爱]","html":"疯牛配慢熊 [可爱]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373597870215400,"gmtCreate":1732246286417,"gmtModify":1732246288248,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"持筹不卖","listText":"持筹不卖","text":"持筹不卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373597870215400","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373581664412056,"gmtCreate":1732246250597,"gmtModify":1732246252218,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"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/373581664412056","repostId":"373637812355088","repostType":1,"repost":{"id":373637812355088,"gmtCreate":1732239168200,"gmtModify":1732239232855,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🔥【11月22日】比特币势如破竹，剑指10万美元大关！接下来你会怎么布局？","htmlText":"美股收盘：三大指数齐涨！大型科技股多数下跌，英伟达绩后震荡收涨美东时间周四，三大指数集体收涨，投资者纷纷买入受益于经济加速的周期股，助攻道指涨1%。截至收盘，道琼斯指数涨1.06%，报43870.35点；标普500指数涨0.53%，报5948.71点；纳斯达克指数涨0.03%，报18972.42点。【热门股表现】大型科技股多数下跌， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨0.53%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.21%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.43%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌4.74%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌2.22%，<a href=\"https://laohu8.com/S/META\">Meta</a>跌0.43%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌0.7%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>涨1.54%。【中概股】热门中概股多数下跌，纳斯达克中国金龙指数跌1%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.37%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨0.57%， <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 跌10.64%，<a href=\"https://laohu8.com/S/NIO\">蔚来&lt;/</a>","listText":"美股收盘：三大指数齐涨！大型科技股多数下跌，英伟达绩后震荡收涨美东时间周四，三大指数集体收涨，投资者纷纷买入受益于经济加速的周期股，助攻道指涨1%。截至收盘，道琼斯指数涨1.06%，报43870.35点；标普500指数涨0.53%，报5948.71点；纳斯达克指数涨0.03%，报18972.42点。【热门股表现】大型科技股多数下跌， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨0.53%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.21%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.43%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌4.74%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌2.22%，<a href=\"https://laohu8.com/S/META\">Meta</a>跌0.43%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌0.7%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>涨1.54%。【中概股】热门中概股多数下跌，纳斯达克中国金龙指数跌1%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.37%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨0.57%， <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 跌10.64%，<a href=\"https://laohu8.com/S/NIO\">蔚来&lt;/</a>","text":"美股收盘：三大指数齐涨！大型科技股多数下跌，英伟达绩后震荡收涨美东时间周四，三大指数集体收涨，投资者纷纷买入受益于经济加速的周期股，助攻道指涨1%。截至收盘，道琼斯指数涨1.06%，报43870.35点；标普500指数涨0.53%，报5948.71点；纳斯达克指数涨0.03%，报18972.42点。【热门股表现】大型科技股多数下跌， $英伟达(NVDA)$ 涨0.53%，苹果跌0.21%，微软跌0.43%，谷歌A跌4.74%，亚马逊跌2.22%，Meta跌0.43%，特斯拉跌0.7%，奈飞涨1.54%。【中概股】热门中概股多数下跌，纳斯达克中国金龙指数跌1%，阿里巴巴跌1.37%，京东涨0.57%， $拼多多(PDD)$ 跌10.64%，蔚来</","images":[{"img":"https://static.tigerbbs.com/ee8c14c0194ade4c831dbbcf194b75fc","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/83c08493f6d05c4b7343c1c4f00e3ba8","width":"828","height":"1792"},{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373637812355088","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373597364019440,"gmtCreate":1732246163931,"gmtModify":1732246165527,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰两年研发用了6.56亿，跟华为一样，讲究公司的科技创新能力，这样的公司未来增长潜力才够大","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰两年研发用了6.56亿，跟华为一样，讲究公司的科技创新能力，这样的公司未来增长潜力才够大","text":"$晶泰科技(02228)$ 晶泰两年研发用了6.56亿，跟华为一样，讲究公司的科技创新能力，这样的公司未来增长潜力才够大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373597364019440","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368677501821344,"gmtCreate":1731050637911,"gmtModify":1731050639764,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 很少有一支个股连续8天下跌的，通常都是短期反转的时间点，看看吧","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 很少有一支个股连续8天下跌的，通常都是短期反转的时间点，看看吧","text":"$晶泰科技(02228)$ 很少有一支个股连续8天下跌的，通常都是短期反转的时间点，看看吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368677501821344","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367393649828040,"gmtCreate":1730708299688,"gmtModify":1730708304205,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 上周已没有什么看头了，本想寄望今天开盘的惊喜，结果只完成了50%的KPI，只有惊，没有喜，还是尾盘杀跌[惊讶]&nbsp;&nbsp;[惊讶]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 上周已没有什么看头了，本想寄望今天开盘的惊喜，结果只完成了50%的KPI，只有惊，没有喜，还是尾盘杀跌[惊讶]&nbsp;&nbsp;[惊讶]&nbsp;&nbsp;","text":"$晶泰科技(02228)$ 上周已没有什么看头了，本想寄望今天开盘的惊喜，结果只完成了50%的KPI，只有惊，没有喜，还是尾盘杀跌[惊讶] [惊讶]","images":[{"img":"https://static.tigerbbs.com/e8fa5703614f66a25bb3bd3a91c73c26","width":"900","height":"390"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367393649828040","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":366132406812992,"gmtCreate":1730429487272,"gmtModify":1730429491826,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 本周可以说玩了个寂寞，基本上是平盘，股价没看点，只能寄望下周啦[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 本周可以说玩了个寂寞，基本上是平盘，股价没看点，只能寄望下周啦[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","text":"$晶泰科技(02228)$ 本周可以说玩了个寂寞，基本上是平盘，股价没看点，只能寄望下周啦[捂脸] [捂脸]","images":[{"img":"https://static.tigerbbs.com/798e99a49b5dffef115ebd72dbe6cb18","width":"1280","height":"960"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366132406812992","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":365605561462888,"gmtCreate":1730259684171,"gmtModify":1730259686341,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技销售网络广泛，市场渗透率高，业绩增长有保障，股价回调时值得买","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技销售网络广泛，市场渗透率高，业绩增长有保障，股价回调时值得买","text":"$晶泰科技(02228)$ 晶泰科技销售网络广泛，市场渗透率高，业绩增长有保障，股价回调时值得买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365605561462888","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363429095043144,"gmtCreate":1729753082245,"gmtModify":1729753084266,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"事出反常必有妖","listText":"事出反常必有妖","text":"事出反常必有妖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363429095043144","repostId":"2477452773","repostType":2,"repost":{"id":"2477452773","pubTimestamp":1729751297,"share":"https://www.laohu8.com/m/news/2477452773?lang=&edition=full","pubTime":"2024-10-24 14:28","market":"us","language":"zh","title":"资深投资者：高盛错了！美股将迎来咆哮的二十年","url":"https://stock-news.laohu8.com/highlight/detail?id=2477452773","media":"金十数据","summary":"分析师认为，科技进步将提高企业利润率，美股面临失落的十年的可能性不大。","content":"<html><head></head><body><blockquote><p>分析师认为，科技进步将提高企业利润率，美股面临失落的十年的可能性不大。</p></blockquote><p>本周早些时候，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布了一份为期十年的股市展望，<strong>指出标普500指数在未来十年的平均年回报率仅为3%</strong>，潜在区间在-1%至7%之间。</p><p>然而，这一预测并没有得到Yardeni的认可，他在过去两年里一直主张<strong>股市将迎来类似咆哮二十年代的繁荣，原因在于生产力的持续增长。</strong></p><p>“我们认为，即使高盛的乐观情景也不够乐观，”Yardeni在周二的一份报告中说道。</p><p>Yardeni指出，鉴于美国经济以每年3%的速度增长，并且通胀率适度降至约2%，<strong>未来十年股市的平均年回报率应接近11%。</strong></p><p>“很难想象<a href=\"https://laohu8.com/S/161125\">标普500</a>指数未来的总回报率只有3%，仅从再投资股息的复利来看，回报就比这高得多，”Yardeni说。</p><p>高盛对未来股市长期看跌论点的主要依据是，少数几只股票集中度非常高。</p><p>但Yardeni认为这是基于基本面的结果。</p><p>“虽然信息技术和通信服务这两个板块目前合计占整个标普500指数的比重约为40%，与互联网泡沫顶峰时期的水平相当，但如今这些公司的基本面要比那时稳健得多，”他说。</p><p>Yardeni解释说，这两个板块代表了标普500指数超过三分之一的盈利能力，而在2000年互联网泡沫顶峰时期，它们所占的比例还不足四分之一。</p><p>此外，随着技术在所有领域的普及，“科技公司”的定义已经被扭曲，这有助于推动生产力的爆发，从而支撑经济增长并控制通胀。</p><p>总体而言，如果当前趋势继续下去，Yardeni看到了一个场景，即咆哮二十年代的股市繁荣将延续到下个十年，这将颠覆高盛保守的观点。</p><p>“如果收益和股息继续保持稳健的增长速度，并因技术引领的生产力增长而提高利润率，<strong>那么美国股市面临即将到来的失落十年的可能性不大，</strong>”Yardeni说。</p></body></html>","source":"xnew_highlight","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>资深投资者：高盛错了！美股将迎来咆哮的二十年</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资深投资者：高盛错了！美股将迎来咆哮的二十年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-24 14:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=151331&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析师认为，科技进步将提高企业利润率，美股面临失落的十年的可能性不大。本周早些时候，高盛发布了一份为期十年的股市展望，指出标普500指数在未来十年的平均年回报率仅为3%，潜在区间在-1%至7%之间。然而，这一预测并没有得到Yardeni的认可，他在过去两年里一直主张股市将迎来类似咆哮二十年代的繁荣，原因在于生产力的持续增长。“我们认为，即使高盛的乐观情景也不够乐观，”Yardeni在周二的一份报告...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=151331&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=151331&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2477452773","content_text":"分析师认为，科技进步将提高企业利润率，美股面临失落的十年的可能性不大。本周早些时候，高盛发布了一份为期十年的股市展望，指出标普500指数在未来十年的平均年回报率仅为3%，潜在区间在-1%至7%之间。然而，这一预测并没有得到Yardeni的认可，他在过去两年里一直主张股市将迎来类似咆哮二十年代的繁荣，原因在于生产力的持续增长。“我们认为，即使高盛的乐观情景也不够乐观，”Yardeni在周二的一份报告中说道。Yardeni指出，鉴于美国经济以每年3%的速度增长，并且通胀率适度降至约2%，未来十年股市的平均年回报率应接近11%。“很难想象标普500指数未来的总回报率只有3%，仅从再投资股息的复利来看，回报就比这高得多，”Yardeni说。高盛对未来股市长期看跌论点的主要依据是，少数几只股票集中度非常高。但Yardeni认为这是基于基本面的结果。“虽然信息技术和通信服务这两个板块目前合计占整个标普500指数的比重约为40%，与互联网泡沫顶峰时期的水平相当，但如今这些公司的基本面要比那时稳健得多，”他说。Yardeni解释说，这两个板块代表了标普500指数超过三分之一的盈利能力，而在2000年互联网泡沫顶峰时期，它们所占的比例还不足四分之一。此外，随着技术在所有领域的普及，“科技公司”的定义已经被扭曲，这有助于推动生产力的爆发，从而支撑经济增长并控制通胀。总体而言，如果当前趋势继续下去，Yardeni看到了一个场景，即咆哮二十年代的股市繁荣将延续到下个十年，这将颠覆高盛保守的观点。“如果收益和股息继续保持稳健的增长速度，并因技术引领的生产力增长而提高利润率，那么美国股市面临即将到来的失落十年的可能性不大，”Yardeni说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363428822823152,"gmtCreate":1729753019513,"gmtModify":1729753021278,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$ </a> 有D惊惊地","listText":"<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$ </a> 有D惊惊地","text":"$汽车街(02443)$ 有D惊惊地","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363428822823152","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363428492677344,"gmtCreate":1729752936614,"gmtModify":1729752939214,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00809\">$大成生化科技(00809)$ </a> 还有人玩这只股吗？","listText":"<a href=\"https://laohu8.com/S/00809\">$大成生化科技(00809)$ </a> 还有人玩这只股吗？","text":"$大成生化科技(00809)$ 还有人玩这只股吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363428492677344","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363357063258416,"gmtCreate":1729752815353,"gmtModify":1729752817222,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技财务状况健康，现金流稳定，抗风险能力强，买得过","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技财务状况健康，现金流稳定，抗风险能力强，买得过","text":"$晶泰科技(02228)$ 晶泰科技财务状况健康，现金流稳定，抗风险能力强，买得过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363357063258416","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360886200217672,"gmtCreate":1729132208469,"gmtModify":1729132210295,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技嘅智能自动化实验室，大幅提升咗研发效率，降低成本，当前股价几乎斩半，买入成本比追高稳阵好多","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技嘅智能自动化实验室，大幅提升咗研发效率，降低成本，当前股价几乎斩半，买入成本比追高稳阵好多","text":"$晶泰科技(02228)$ 晶泰科技嘅智能自动化实验室，大幅提升咗研发效率，降低成本，当前股价几乎斩半，买入成本比追高稳阵好多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360886200217672","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356057017344264,"gmtCreate":1727937536705,"gmtModify":1727937538615,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"还是很佩服老 孙的","listText":"还是很佩服老 孙的","text":"还是很佩服老 孙的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356057017344264","repostId":"2472656799","repostType":4,"repost":{"id":"2472656799","pubTimestamp":1727935522,"share":"https://www.laohu8.com/m/news/2472656799?lang=&edition=full","pubTime":"2024-10-03 14:05","market":"us","language":"zh","title":"软银孙正义畅想人工智能未来：不久的将来就会诞生AI管家","url":"https://stock-news.laohu8.com/highlight/detail?id=2472656799","media":"环球市场播报","summary":"软银集团创始人孙正义描绘了一个极为激进的人工智能普及时间表，他畅想在不久的将来就会诞生AI管家。孙正义周四在一个面向企业客户的年度论坛上表示，人工智能很快就能监测家庭成员的健康状况、必要时联系医生、进行购物和预约、评估最佳投资方案以及辅导幼儿。在过去几年，他始终乐观看好人工智能前景，并警告怀疑论者如果不拥抱即将到来的AI革命，就可能落后。今年67岁的孙正义这番评论表明，他愿意继续在人工智能领域投入巨资。","content":"<html><head></head><body><p>软银集团创始人孙正义描绘了一个极为激进的人工智能（AI）普及时间表，他畅想在不久的将来就会诞生AI管家。</p><p>孙正义周四在一个面向企业客户的年度论坛上表示，人工智能很快就能监测家庭成员的健康状况、必要时联系医生、进行购物和预约、评估最佳投资方案以及辅导幼儿。他将通用人工智能的实现时间提前到未来两到三年，通用人工智能的普及也是OpenAI、Meta和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等公司的长期目标。</p><p>孙正义领导着日本最大的科技投资公司，已经投资了数百家初创公司以及利用人工智能开发新技术和服务的公司。在过去几年，他始终乐观看好人工智能前景，并警告怀疑论者如果不拥抱即将到来的AI革命，就可能落后。</p><p>“我们可以设计懂得情感的人工智能个人助手，可以给你幸福感，”孙正义说，“超级人工智能可以让你变得快乐。”</p><p>今年67岁的孙正义这番评论表明，他愿意继续在人工智能领域投入巨资。据悉手握巨额现金的软银在OpenAI最新一轮66亿美元的融资中投资了5亿美元，该轮融资对这家人工智能领军企业的估值达到1570亿美元。孙正义在演讲中没有提及这笔投资，但他称赞了OpenAI最新的ChatGPT模型o1，称其具备模仿人类推理的能力。</p><p>孙正义表示，他曾向这个ChatGPT最新模型提出一些棘手的问题，试图难倒AI，但在45秒内得到了不错的回答。他的问题包括如何将自己的储蓄账户增加到1亿日元，以及如何延长电动汽车电池的续航里程。</p><p>“人类大脑由大约100万亿个突触连接组成，这个数量不会变，而生成式AI正以惊人的速度创建新的突触，”孙正义说道。</p><p>孙正义说，一个具备推理能力的AI在执行复杂任务时，例如确定服务价格或确保浴缸在合适的时间注满水并达到用户期望的温度时，需要能够与他人对话和协商。这一切将推动对更多连接性的需求，并需要使用软银旗下Arm技术的更多芯片。</p></body></html>","source":"highlight_sina","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>软银孙正义畅想人工智能未来：不久的将来就会诞生AI管家</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软银孙正义畅想人工智能未来：不久的将来就会诞生AI管家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-03 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-10-03/doc-incrhatw9187862.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>软银集团创始人孙正义描绘了一个极为激进的人工智能（AI）普及时间表，他畅想在不久的将来就会诞生AI管家。孙正义周四在一个面向企业客户的年度论坛上表示，人工智能很快就能监测家庭成员的健康状况、必要时联系医生、进行购物和预约、评估最佳投资方案以及辅导幼儿。他将通用人工智能的实现时间提前到未来两到三年，通用人工智能的普及也是OpenAI、Meta和谷歌等公司的长期目标。孙正义领导着日本最大的科技投资公司...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-10-03/doc-incrhatw9187862.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/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-10-03/doc-incrhatw9187862.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2472656799","content_text":"软银集团创始人孙正义描绘了一个极为激进的人工智能（AI）普及时间表，他畅想在不久的将来就会诞生AI管家。孙正义周四在一个面向企业客户的年度论坛上表示，人工智能很快就能监测家庭成员的健康状况、必要时联系医生、进行购物和预约、评估最佳投资方案以及辅导幼儿。他将通用人工智能的实现时间提前到未来两到三年，通用人工智能的普及也是OpenAI、Meta和谷歌等公司的长期目标。孙正义领导着日本最大的科技投资公司，已经投资了数百家初创公司以及利用人工智能开发新技术和服务的公司。在过去几年，他始终乐观看好人工智能前景，并警告怀疑论者如果不拥抱即将到来的AI革命，就可能落后。“我们可以设计懂得情感的人工智能个人助手，可以给你幸福感，”孙正义说，“超级人工智能可以让你变得快乐。”今年67岁的孙正义这番评论表明，他愿意继续在人工智能领域投入巨资。据悉手握巨额现金的软银在OpenAI最新一轮66亿美元的融资中投资了5亿美元，该轮融资对这家人工智能领军企业的估值达到1570亿美元。孙正义在演讲中没有提及这笔投资，但他称赞了OpenAI最新的ChatGPT模型o1，称其具备模仿人类推理的能力。孙正义表示，他曾向这个ChatGPT最新模型提出一些棘手的问题，试图难倒AI，但在45秒内得到了不错的回答。他的问题包括如何将自己的储蓄账户增加到1亿日元，以及如何延长电动汽车电池的续航里程。“人类大脑由大约100万亿个突触连接组成，这个数量不会变，而生成式AI正以惊人的速度创建新的突触，”孙正义说道。孙正义说，一个具备推理能力的AI在执行复杂任务时，例如确定服务价格或确保浴缸在合适的时间注满水并达到用户期望的温度时，需要能够与他人对话和协商。这一切将推动对更多连接性的需求，并需要使用软银旗下Arm技术的更多芯片。","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356056856268928,"gmtCreate":1727937491749,"gmtModify":1727937493682,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"喝酒喝得太多人就容易醉","listText":"喝酒喝得太多人就容易醉","text":"喝酒喝得太多人就容易醉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356056856268928","repostId":"1163796807","repostType":2,"repost":{"id":"1163796807","pubTimestamp":1727937009,"share":"https://www.laohu8.com/m/news/1163796807?lang=&edition=full","pubTime":"2024-10-03 14:30","market":"us","language":"zh","title":"6000点的年终目标太低了？高盛资金流专家：美股年底前有望大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1163796807","media":"金十数据","summary":"高盛资金流专家鲁布纳看好美股从10月下旬开始的年终反弹，但战术性看空未来几周的走势。作为高盛的资金流专家，鲁布纳的年终目标与高盛首席美国股票策略师大卫·科斯汀的5600点预期不同，科斯汀预计标普500指数将到2025年涨至6000点。其中一个原因是标普500指数的gamma在过去两天下跌了140亿美元，这是高盛数据集中最大的两日跌幅。","content":"<html><head></head><body><blockquote><p><strong>高盛资金流专家鲁布纳看好美股从10月下旬开始的年终反弹，但战术性看空未来几周的走势。</strong></p></blockquote><p style=\"text-align: justify;\">高盛全球市场部董事总经理斯科特·鲁布纳（Scott Rubner）表示，在经历了截至10月下旬的几周动荡之后，美股很可能在年底反弹，推动标普500指数可能会突破6000点的水平。</p><p style=\"text-align: justify;\">鲁布纳周三在给客户的一份报告中写道，“我看好<strong>美股从10月28日开始年底反弹，</strong>我担心我设定的<strong>6000点目标价太低了</strong>。”</p><p style=\"text-align: justify;\">他说，市场的季节性利好因素是这一预测的关键支柱。根据他的计算，可追溯到1928年的数据显示，<strong>从10月27日到年底，标普500指数平均上涨约4%。</strong>最重要的是，他说，美国总统大选后股市往往会上涨，因为在围绕选举的风险消退后，投资者会将现金转向股市。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/974a3ffa6056626c7bbd3843f8bd9c43\" tg-width=\"738\" tg-height=\"611\"/></p><p style=\"text-align: justify;\">作为高盛的资金流专家，鲁布纳的年终目标与高盛首席美国股票策略师大卫·科斯汀（David Kostin）的5600点预期不同，科斯汀预计标普500指数将到2025年涨至6000点。</p><p style=\"text-align: justify;\">鲁布纳还指出，虽然最近一段波动期让他看空未来几周的股市走势，但其他一些不利因素可能会在本月晚些时候消退。</p><p style=\"text-align: justify;\">例如，<strong>股票回购预计将于10月25日恢复</strong>，届时市场将退出与盈利相关的回购禁令，预计美国企业将成为买家，支撑对美股的需求。</p><p style=\"text-align: justify;\">“2024年美股的最大买家在回购禁令期的可回购规模会减少35%，”他写道。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47557ebd57431f9b2141db97750d7497\" tg-width=\"763\" tg-height=\"489\"/></p><p style=\"text-align: justify;\">鲁布纳还指出，在美国选举前夕，市场对认沽期权的需求也可能进一步推动美股的上涨。</p><p style=\"text-align: justify;\">此外，企业财报季即将到来，这也可能进一步推高股价，但前提是财报结果符合分析师较高的预期。鲁布纳指出：“美国企业盈利的‘超级碗’将在10月25日那周上演，标普500指数市值的61%将在选举前两周公布财报。”</p><p style=\"text-align: justify;\">不过，鲁布纳预计，在预期的上涨之前，<strong>投资者将在接下来的三周内经历一段高度波动的时期。</strong></p><p style=\"text-align: justify;\">其中一个原因是标普500指数的gamma在过去两天下跌了140亿美元，这是高盛数据集中最大的两日跌幅。随着gamma的下降，市场交易者不再需要在下跌时购买股票来保持仓位中性。这意味着市场现在有更大的自由度进行波动。</p></body></html>","source":"jssj","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>6000点的年终目标太低了？高盛资金流专家：美股年底前有望大涨</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\">\n6000点的年终目标太低了？高盛资金流专家：美股年底前有望大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-03 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/149501><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛资金流专家鲁布纳看好美股从10月下旬开始的年终反弹，但战术性看空未来几周的走势。高盛全球市场部董事总经理斯科特·鲁布纳（Scott Rubner）表示，在经历了截至10月下旬的几周动荡之后，美股很可能在年底反弹，推动标普500指数可能会突破6000点的水平。鲁布纳周三在给客户的一份报告中写道，“我看好美股从10月28日开始年底反弹，我担心我设定的6000点目标价太低了。”他说，市场的季节性利好...</p>\n\n<a href=\"https://xnews.jin10.com/details/149501\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e41cf010a132da879c0fd508aedf312","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://xnews.jin10.com/details/149501","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163796807","content_text":"高盛资金流专家鲁布纳看好美股从10月下旬开始的年终反弹，但战术性看空未来几周的走势。高盛全球市场部董事总经理斯科特·鲁布纳（Scott Rubner）表示，在经历了截至10月下旬的几周动荡之后，美股很可能在年底反弹，推动标普500指数可能会突破6000点的水平。鲁布纳周三在给客户的一份报告中写道，“我看好美股从10月28日开始年底反弹，我担心我设定的6000点目标价太低了。”他说，市场的季节性利好因素是这一预测的关键支柱。根据他的计算，可追溯到1928年的数据显示，从10月27日到年底，标普500指数平均上涨约4%。最重要的是，他说，美国总统大选后股市往往会上涨，因为在围绕选举的风险消退后，投资者会将现金转向股市。作为高盛的资金流专家，鲁布纳的年终目标与高盛首席美国股票策略师大卫·科斯汀（David Kostin）的5600点预期不同，科斯汀预计标普500指数将到2025年涨至6000点。鲁布纳还指出，虽然最近一段波动期让他看空未来几周的股市走势，但其他一些不利因素可能会在本月晚些时候消退。例如，股票回购预计将于10月25日恢复，届时市场将退出与盈利相关的回购禁令，预计美国企业将成为买家，支撑对美股的需求。“2024年美股的最大买家在回购禁令期的可回购规模会减少35%，”他写道。鲁布纳还指出，在美国选举前夕，市场对认沽期权的需求也可能进一步推动美股的上涨。此外，企业财报季即将到来，这也可能进一步推高股价，但前提是财报结果符合分析师较高的预期。鲁布纳指出：“美国企业盈利的‘超级碗’将在10月25日那周上演，标普500指数市值的61%将在选举前两周公布财报。”不过，鲁布纳预计，在预期的上涨之前，投资者将在接下来的三周内经历一段高度波动的时期。其中一个原因是标普500指数的gamma在过去两天下跌了140亿美元，这是高盛数据集中最大的两日跌幅。随着gamma的下降，市场交易者不再需要在下跌时购买股票来保持仓位中性。这意味着市场现在有更大的自由度进行波动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356055021863168,"gmtCreate":1727937038174,"gmtModify":1727937039933,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技AI技术，助力莱芒生物CAR-T疗法，为肝癌患者们带去了新希望，期望本轮的牛市行情能给这些造福社会的上市公司提供更多的研发资金","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技AI技术，助力莱芒生物CAR-T疗法，为肝癌患者们带去了新希望，期望本轮的牛市行情能给这些造福社会的上市公司提供更多的研发资金","text":"$晶泰科技(02228)$ 晶泰科技AI技术，助力莱芒生物CAR-T疗法，为肝癌患者们带去了新希望，期望本轮的牛市行情能给这些造福社会的上市公司提供更多的研发资金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356055021863168","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353467190935856,"gmtCreate":1727332602494,"gmtModify":1727332604350,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a>这两天几乎所有市场的科技股都在飙升，晶泰科技将AI技术应用于类器官研究，开发出全球首款弥漫性胃癌靶向药，多题材个股也跟着水涨船高","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a>这两天几乎所有市场的科技股都在飙升，晶泰科技将AI技术应用于类器官研究，开发出全球首款弥漫性胃癌靶向药，多题材个股也跟着水涨船高","text":"$晶泰科技(02228)$ 这两天几乎所有市场的科技股都在飙升，晶泰科技将AI技术应用于类器官研究，开发出全球首款弥漫性胃癌靶向药，多题材个股也跟着水涨船高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353467190935856","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353256771387736,"gmtCreate":1727251398082,"gmtModify":1727251400251,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"相对美股，更看好港股，美股太高啦","listText":"相对美股，更看好港股，美股太高啦","text":"相对美股，更看好港股，美股太高啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353256771387736","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353254802948336,"gmtCreate":1727250984496,"gmtModify":1727250990133,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技嘅AI技术应用好广泛，帮手哈佛大学、康奈尔大学等搞研究，甚至喺临床试验中都取得咗显著成效。[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技嘅AI技术应用好广泛，帮手哈佛大学、康奈尔大学等搞研究，甚至喺临床试验中都取得咗显著成效。[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;","text":"$晶泰科技(02228)$ 晶泰科技嘅AI技术应用好广泛，帮手哈佛大学、康奈尔大学等搞研究，甚至喺临床试验中都取得咗显著成效。[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353254802948336","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352497234805064,"gmtCreate":1727077590763,"gmtModify":1727077592409,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"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/352497234805064","repostId":"352064042430736","repostType":1,"repost":{"id":352064042430736,"gmtCreate":1726992134132,"gmtModify":1727081402944,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"74125836878304","idStr":"74125836878304"},"themes":[],"title":"什么样的股票涨起来快？","htmlText":"我今天说一下收入增长快的公司股价上涨的关系，股价上涨的本质就是收入增长，要么就是现在收入增长快，要么就是预期未来收入增长快，包括炒题材股也是，就是这个公司现在收入不增长，但是炒他未来收入增长会变快，比如CVNA，股价上涨了40多倍，但是收入没有怎么增长，但是股价还是非常强势，这就是预期降息以后CVNA的收入增长会非常快，所以本质上都是围绕收入增长这个点来炒作。 炒预期这种我们都叫投机，因为投机一般是在底部，如果是涨高了，这种投机就没有意义了，那就是接盘了，投机的优点就是涨起来特别快，缺点就是成功率要低一点，而买现在收入增长就很快的公司，这叫投资，投资的优点就是成功率高，大部分收入增长快的公司下个季度收入增长还是很快，因为企业经营是有惯性的，只要企业还不有到天花板之前，收入增长就会非常快的速度增长，缺点就是涨得不可能太快，因为本身就是在高位了，比如NU的收入增长有52%，这个增长速度很快，两个月时间股价也上涨了20%，但是跟UPST这种收入不增长的公司，就是投机比，UPST两个月股价翻倍，RDFN也是两个月翻倍，而收入增长快的公司很少有收入增长两个月股价翻倍的。 价值投资一般都是非周期性行业，像医疗器械，食品，互联网，软件这些公司的周期性就非常弱，股价很少一年上涨十倍的，都是三年或者五年十倍，像苹果、微软、亚马逊、谷歌、Metal这些公司很难做到一年上涨十倍的，而周期性行业像特斯拉一年就上涨了十倍，英伟达一年多上涨了十倍，一年上涨十倍的公司一般都是周期性行业里面，因为收入一年不可能增长十倍，如果股价上涨了十倍，那就是透支，比如2020年特斯拉一年上涨十倍，后面连续横盘了四年，英伟达这两年上涨了十四倍，未来也会横盘几年，这也是我不看好英伟达大涨的原因，理由也非常简单，一年上涨十几倍，但是收入增长不了十几倍，股价就透支了，后面再大涨就不可能了。 还有到了天花板的公司，比如通用汽车","listText":"我今天说一下收入增长快的公司股价上涨的关系，股价上涨的本质就是收入增长，要么就是现在收入增长快，要么就是预期未来收入增长快，包括炒题材股也是，就是这个公司现在收入不增长，但是炒他未来收入增长会变快，比如CVNA，股价上涨了40多倍，但是收入没有怎么增长，但是股价还是非常强势，这就是预期降息以后CVNA的收入增长会非常快，所以本质上都是围绕收入增长这个点来炒作。 炒预期这种我们都叫投机，因为投机一般是在底部，如果是涨高了，这种投机就没有意义了，那就是接盘了，投机的优点就是涨起来特别快，缺点就是成功率要低一点，而买现在收入增长就很快的公司，这叫投资，投资的优点就是成功率高，大部分收入增长快的公司下个季度收入增长还是很快，因为企业经营是有惯性的，只要企业还不有到天花板之前，收入增长就会非常快的速度增长，缺点就是涨得不可能太快，因为本身就是在高位了，比如NU的收入增长有52%，这个增长速度很快，两个月时间股价也上涨了20%，但是跟UPST这种收入不增长的公司，就是投机比，UPST两个月股价翻倍，RDFN也是两个月翻倍，而收入增长快的公司很少有收入增长两个月股价翻倍的。 价值投资一般都是非周期性行业，像医疗器械，食品，互联网，软件这些公司的周期性就非常弱，股价很少一年上涨十倍的，都是三年或者五年十倍，像苹果、微软、亚马逊、谷歌、Metal这些公司很难做到一年上涨十倍的，而周期性行业像特斯拉一年就上涨了十倍，英伟达一年多上涨了十倍，一年上涨十倍的公司一般都是周期性行业里面，因为收入一年不可能增长十倍，如果股价上涨了十倍，那就是透支，比如2020年特斯拉一年上涨十倍，后面连续横盘了四年，英伟达这两年上涨了十四倍，未来也会横盘几年，这也是我不看好英伟达大涨的原因，理由也非常简单，一年上涨十几倍，但是收入增长不了十几倍，股价就透支了，后面再大涨就不可能了。 还有到了天花板的公司，比如通用汽车","text":"我今天说一下收入增长快的公司股价上涨的关系，股价上涨的本质就是收入增长，要么就是现在收入增长快，要么就是预期未来收入增长快，包括炒题材股也是，就是这个公司现在收入不增长，但是炒他未来收入增长会变快，比如CVNA，股价上涨了40多倍，但是收入没有怎么增长，但是股价还是非常强势，这就是预期降息以后CVNA的收入增长会非常快，所以本质上都是围绕收入增长这个点来炒作。 炒预期这种我们都叫投机，因为投机一般是在底部，如果是涨高了，这种投机就没有意义了，那就是接盘了，投机的优点就是涨起来特别快，缺点就是成功率要低一点，而买现在收入增长就很快的公司，这叫投资，投资的优点就是成功率高，大部分收入增长快的公司下个季度收入增长还是很快，因为企业经营是有惯性的，只要企业还不有到天花板之前，收入增长就会非常快的速度增长，缺点就是涨得不可能太快，因为本身就是在高位了，比如NU的收入增长有52%，这个增长速度很快，两个月时间股价也上涨了20%，但是跟UPST这种收入不增长的公司，就是投机比，UPST两个月股价翻倍，RDFN也是两个月翻倍，而收入增长快的公司很少有收入增长两个月股价翻倍的。 价值投资一般都是非周期性行业，像医疗器械，食品，互联网，软件这些公司的周期性就非常弱，股价很少一年上涨十倍的，都是三年或者五年十倍，像苹果、微软、亚马逊、谷歌、Metal这些公司很难做到一年上涨十倍的，而周期性行业像特斯拉一年就上涨了十倍，英伟达一年多上涨了十倍，一年上涨十倍的公司一般都是周期性行业里面，因为收入一年不可能增长十倍，如果股价上涨了十倍，那就是透支，比如2020年特斯拉一年上涨十倍，后面连续横盘了四年，英伟达这两年上涨了十四倍，未来也会横盘几年，这也是我不看好英伟达大涨的原因，理由也非常简单，一年上涨十几倍，但是收入增长不了十几倍，股价就透支了，后面再大涨就不可能了。 还有到了天花板的公司，比如通用汽车","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352064042430736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":373582148796784,"gmtCreate":1732246366389,"gmtModify":1732246367726,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 慢牛就要慢涨的心态才行","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 慢牛就要慢涨的心态才行","text":"$上证指数(000001.SH)$ 慢牛就要慢涨的心态才行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/373582148796784","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535338232726128","authorId":"3535338232726128","name":"屋根下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3535338232726128","idStr":"3535338232726128"},"content":"疯牛配慢熊 [可爱]","text":"疯牛配慢熊 [可爱]","html":"疯牛配慢熊 [可爱]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350390298497264,"gmtCreate":1726580165108,"gmtModify":1726580166611,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技嘅AI技术，助力溪砾科技完成3000万美元A轮融资，合作成果丰硕。","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技嘅AI技术，助力溪砾科技完成3000万美元A轮融资，合作成果丰硕。","text":"$晶泰科技(02228)$ 晶泰科技嘅AI技术，助力溪砾科技完成3000万美元A轮融资，合作成果丰硕。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/350390298497264","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329213301305440,"gmtCreate":1721376301438,"gmtModify":1721376330997,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"‌<a href=\"\">[笑哭]&nbsp;</a>‌ 反了反了","listText":"‌<a href=\"\">[笑哭]&nbsp;</a>‌ 反了反了","text":"‌[笑哭] ‌ 反了反了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329213301305440","repostId":"329188765777960","repostType":1,"repost":{"id":329188765777960,"gmtCreate":1721372648487,"gmtModify":1721373138330,"author":{"id":"3564011840073775","authorId":"3564011840073775","name":"我不是药神也不是股神","avatar":"https://static.tigerbbs.com/a37cb08394c3dc27fb59f07921d7c74f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564011840073775","idStr":"3564011840073775"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03886\">$康健国际医疗(03886)$</a> 人寿从15年成为大股东，至今应该跌去80%了吧，资产价值严重缩水！！这个行业并不差，差的应该是运营的人，从上到下都应该好好深思","listText":"<a href=\"https://laohu8.com/S/03886\">$康健国际医疗(03886)$</a> 人寿从15年成为大股东，至今应该跌去80%了吧，资产价值严重缩水！！这个行业并不差，差的应该是运营的人，从上到下都应该好好深思","text":"$康健国际医疗(03886)$ 人寿从15年成为大股东，至今应该跌去80%了吧，资产价值严重缩水！！这个行业并不差，差的应该是运营的人，从上到下都应该好好深思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329188765777960","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373597870215400,"gmtCreate":1732246286417,"gmtModify":1732246288248,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"持筹不卖","listText":"持筹不卖","text":"持筹不卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373597870215400","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373581664412056,"gmtCreate":1732246250597,"gmtModify":1732246252218,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"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/373581664412056","repostId":"373637812355088","repostType":1,"repost":{"id":373637812355088,"gmtCreate":1732239168200,"gmtModify":1732239232855,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🔥【11月22日】比特币势如破竹，剑指10万美元大关！接下来你会怎么布局？","htmlText":"美股收盘：三大指数齐涨！大型科技股多数下跌，英伟达绩后震荡收涨美东时间周四，三大指数集体收涨，投资者纷纷买入受益于经济加速的周期股，助攻道指涨1%。截至收盘，道琼斯指数涨1.06%，报43870.35点；标普500指数涨0.53%，报5948.71点；纳斯达克指数涨0.03%，报18972.42点。【热门股表现】大型科技股多数下跌， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨0.53%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.21%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.43%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌4.74%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌2.22%，<a href=\"https://laohu8.com/S/META\">Meta</a>跌0.43%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌0.7%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>涨1.54%。【中概股】热门中概股多数下跌，纳斯达克中国金龙指数跌1%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.37%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨0.57%， <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 跌10.64%，<a href=\"https://laohu8.com/S/NIO\">蔚来&lt;/</a>","listText":"美股收盘：三大指数齐涨！大型科技股多数下跌，英伟达绩后震荡收涨美东时间周四，三大指数集体收涨，投资者纷纷买入受益于经济加速的周期股，助攻道指涨1%。截至收盘，道琼斯指数涨1.06%，报43870.35点；标普500指数涨0.53%，报5948.71点；纳斯达克指数涨0.03%，报18972.42点。【热门股表现】大型科技股多数下跌， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨0.53%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.21%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.43%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌4.74%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌2.22%，<a href=\"https://laohu8.com/S/META\">Meta</a>跌0.43%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌0.7%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>涨1.54%。【中概股】热门中概股多数下跌，纳斯达克中国金龙指数跌1%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.37%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨0.57%， <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 跌10.64%，<a href=\"https://laohu8.com/S/NIO\">蔚来&lt;/</a>","text":"美股收盘：三大指数齐涨！大型科技股多数下跌，英伟达绩后震荡收涨美东时间周四，三大指数集体收涨，投资者纷纷买入受益于经济加速的周期股，助攻道指涨1%。截至收盘，道琼斯指数涨1.06%，报43870.35点；标普500指数涨0.53%，报5948.71点；纳斯达克指数涨0.03%，报18972.42点。【热门股表现】大型科技股多数下跌， $英伟达(NVDA)$ 涨0.53%，苹果跌0.21%，微软跌0.43%，谷歌A跌4.74%，亚马逊跌2.22%，Meta跌0.43%，特斯拉跌0.7%，奈飞涨1.54%。【中概股】热门中概股多数下跌，纳斯达克中国金龙指数跌1%，阿里巴巴跌1.37%，京东涨0.57%， $拼多多(PDD)$ 跌10.64%，蔚来</","images":[{"img":"https://static.tigerbbs.com/ee8c14c0194ade4c831dbbcf194b75fc","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/83c08493f6d05c4b7343c1c4f00e3ba8","width":"828","height":"1792"},{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373637812355088","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373597364019440,"gmtCreate":1732246163931,"gmtModify":1732246165527,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰两年研发用了6.56亿，跟华为一样，讲究公司的科技创新能力，这样的公司未来增长潜力才够大","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰两年研发用了6.56亿，跟华为一样，讲究公司的科技创新能力，这样的公司未来增长潜力才够大","text":"$晶泰科技(02228)$ 晶泰两年研发用了6.56亿，跟华为一样，讲究公司的科技创新能力，这样的公司未来增长潜力才够大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373597364019440","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368677501821344,"gmtCreate":1731050637911,"gmtModify":1731050639764,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 很少有一支个股连续8天下跌的，通常都是短期反转的时间点，看看吧","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 很少有一支个股连续8天下跌的，通常都是短期反转的时间点，看看吧","text":"$晶泰科技(02228)$ 很少有一支个股连续8天下跌的，通常都是短期反转的时间点，看看吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368677501821344","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367393649828040,"gmtCreate":1730708299688,"gmtModify":1730708304205,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 上周已没有什么看头了，本想寄望今天开盘的惊喜，结果只完成了50%的KPI，只有惊，没有喜，还是尾盘杀跌[惊讶]&nbsp;&nbsp;[惊讶]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 上周已没有什么看头了，本想寄望今天开盘的惊喜，结果只完成了50%的KPI，只有惊，没有喜，还是尾盘杀跌[惊讶]&nbsp;&nbsp;[惊讶]&nbsp;&nbsp;","text":"$晶泰科技(02228)$ 上周已没有什么看头了，本想寄望今天开盘的惊喜，结果只完成了50%的KPI，只有惊，没有喜，还是尾盘杀跌[惊讶] [惊讶]","images":[{"img":"https://static.tigerbbs.com/e8fa5703614f66a25bb3bd3a91c73c26","width":"900","height":"390"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367393649828040","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":366132406812992,"gmtCreate":1730429487272,"gmtModify":1730429491826,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 本周可以说玩了个寂寞，基本上是平盘，股价没看点，只能寄望下周啦[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 本周可以说玩了个寂寞，基本上是平盘，股价没看点，只能寄望下周啦[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","text":"$晶泰科技(02228)$ 本周可以说玩了个寂寞，基本上是平盘，股价没看点，只能寄望下周啦[捂脸] [捂脸]","images":[{"img":"https://static.tigerbbs.com/798e99a49b5dffef115ebd72dbe6cb18","width":"1280","height":"960"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366132406812992","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":365605561462888,"gmtCreate":1730259684171,"gmtModify":1730259686341,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技销售网络广泛，市场渗透率高，业绩增长有保障，股价回调时值得买","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技销售网络广泛，市场渗透率高，业绩增长有保障，股价回调时值得买","text":"$晶泰科技(02228)$ 晶泰科技销售网络广泛，市场渗透率高，业绩增长有保障，股价回调时值得买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365605561462888","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363429095043144,"gmtCreate":1729753082245,"gmtModify":1729753084266,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"事出反常必有妖","listText":"事出反常必有妖","text":"事出反常必有妖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363429095043144","repostId":"2477452773","repostType":2,"repost":{"id":"2477452773","pubTimestamp":1729751297,"share":"https://www.laohu8.com/m/news/2477452773?lang=&edition=full","pubTime":"2024-10-24 14:28","market":"us","language":"zh","title":"资深投资者：高盛错了！美股将迎来咆哮的二十年","url":"https://stock-news.laohu8.com/highlight/detail?id=2477452773","media":"金十数据","summary":"分析师认为，科技进步将提高企业利润率，美股面临失落的十年的可能性不大。","content":"<html><head></head><body><blockquote><p>分析师认为，科技进步将提高企业利润率，美股面临失落的十年的可能性不大。</p></blockquote><p>本周早些时候，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布了一份为期十年的股市展望，<strong>指出标普500指数在未来十年的平均年回报率仅为3%</strong>，潜在区间在-1%至7%之间。</p><p>然而，这一预测并没有得到Yardeni的认可，他在过去两年里一直主张<strong>股市将迎来类似咆哮二十年代的繁荣，原因在于生产力的持续增长。</strong></p><p>“我们认为，即使高盛的乐观情景也不够乐观，”Yardeni在周二的一份报告中说道。</p><p>Yardeni指出，鉴于美国经济以每年3%的速度增长，并且通胀率适度降至约2%，<strong>未来十年股市的平均年回报率应接近11%。</strong></p><p>“很难想象<a href=\"https://laohu8.com/S/161125\">标普500</a>指数未来的总回报率只有3%，仅从再投资股息的复利来看，回报就比这高得多，”Yardeni说。</p><p>高盛对未来股市长期看跌论点的主要依据是，少数几只股票集中度非常高。</p><p>但Yardeni认为这是基于基本面的结果。</p><p>“虽然信息技术和通信服务这两个板块目前合计占整个标普500指数的比重约为40%，与互联网泡沫顶峰时期的水平相当，但如今这些公司的基本面要比那时稳健得多，”他说。</p><p>Yardeni解释说，这两个板块代表了标普500指数超过三分之一的盈利能力，而在2000年互联网泡沫顶峰时期，它们所占的比例还不足四分之一。</p><p>此外，随着技术在所有领域的普及，“科技公司”的定义已经被扭曲，这有助于推动生产力的爆发，从而支撑经济增长并控制通胀。</p><p>总体而言，如果当前趋势继续下去，Yardeni看到了一个场景，即咆哮二十年代的股市繁荣将延续到下个十年，这将颠覆高盛保守的观点。</p><p>“如果收益和股息继续保持稳健的增长速度，并因技术引领的生产力增长而提高利润率，<strong>那么美国股市面临即将到来的失落十年的可能性不大，</strong>”Yardeni说。</p></body></html>","source":"xnew_highlight","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>资深投资者：高盛错了！美股将迎来咆哮的二十年</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资深投资者：高盛错了！美股将迎来咆哮的二十年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-24 14:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=151331&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析师认为，科技进步将提高企业利润率，美股面临失落的十年的可能性不大。本周早些时候，高盛发布了一份为期十年的股市展望，指出标普500指数在未来十年的平均年回报率仅为3%，潜在区间在-1%至7%之间。然而，这一预测并没有得到Yardeni的认可，他在过去两年里一直主张股市将迎来类似咆哮二十年代的繁荣，原因在于生产力的持续增长。“我们认为，即使高盛的乐观情景也不够乐观，”Yardeni在周二的一份报告...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=151331&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=151331&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2477452773","content_text":"分析师认为，科技进步将提高企业利润率，美股面临失落的十年的可能性不大。本周早些时候，高盛发布了一份为期十年的股市展望，指出标普500指数在未来十年的平均年回报率仅为3%，潜在区间在-1%至7%之间。然而，这一预测并没有得到Yardeni的认可，他在过去两年里一直主张股市将迎来类似咆哮二十年代的繁荣，原因在于生产力的持续增长。“我们认为，即使高盛的乐观情景也不够乐观，”Yardeni在周二的一份报告中说道。Yardeni指出，鉴于美国经济以每年3%的速度增长，并且通胀率适度降至约2%，未来十年股市的平均年回报率应接近11%。“很难想象标普500指数未来的总回报率只有3%，仅从再投资股息的复利来看，回报就比这高得多，”Yardeni说。高盛对未来股市长期看跌论点的主要依据是，少数几只股票集中度非常高。但Yardeni认为这是基于基本面的结果。“虽然信息技术和通信服务这两个板块目前合计占整个标普500指数的比重约为40%，与互联网泡沫顶峰时期的水平相当，但如今这些公司的基本面要比那时稳健得多，”他说。Yardeni解释说，这两个板块代表了标普500指数超过三分之一的盈利能力，而在2000年互联网泡沫顶峰时期，它们所占的比例还不足四分之一。此外，随着技术在所有领域的普及，“科技公司”的定义已经被扭曲，这有助于推动生产力的爆发，从而支撑经济增长并控制通胀。总体而言，如果当前趋势继续下去，Yardeni看到了一个场景，即咆哮二十年代的股市繁荣将延续到下个十年，这将颠覆高盛保守的观点。“如果收益和股息继续保持稳健的增长速度，并因技术引领的生产力增长而提高利润率，那么美国股市面临即将到来的失落十年的可能性不大，”Yardeni说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363428822823152,"gmtCreate":1729753019513,"gmtModify":1729753021278,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$ </a> 有D惊惊地","listText":"<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$ </a> 有D惊惊地","text":"$汽车街(02443)$ 有D惊惊地","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363428822823152","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363428492677344,"gmtCreate":1729752936614,"gmtModify":1729752939214,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00809\">$大成生化科技(00809)$ </a> 还有人玩这只股吗？","listText":"<a href=\"https://laohu8.com/S/00809\">$大成生化科技(00809)$ </a> 还有人玩这只股吗？","text":"$大成生化科技(00809)$ 还有人玩这只股吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363428492677344","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363357063258416,"gmtCreate":1729752815353,"gmtModify":1729752817222,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技财务状况健康，现金流稳定，抗风险能力强，买得过","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技财务状况健康，现金流稳定，抗风险能力强，买得过","text":"$晶泰科技(02228)$ 晶泰科技财务状况健康，现金流稳定，抗风险能力强，买得过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363357063258416","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360886200217672,"gmtCreate":1729132208469,"gmtModify":1729132210295,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技嘅智能自动化实验室，大幅提升咗研发效率，降低成本，当前股价几乎斩半，买入成本比追高稳阵好多","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技嘅智能自动化实验室，大幅提升咗研发效率，降低成本，当前股价几乎斩半，买入成本比追高稳阵好多","text":"$晶泰科技(02228)$ 晶泰科技嘅智能自动化实验室，大幅提升咗研发效率，降低成本，当前股价几乎斩半，买入成本比追高稳阵好多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360886200217672","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356057017344264,"gmtCreate":1727937536705,"gmtModify":1727937538615,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"还是很佩服老 孙的","listText":"还是很佩服老 孙的","text":"还是很佩服老 孙的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356057017344264","repostId":"2472656799","repostType":4,"repost":{"id":"2472656799","pubTimestamp":1727935522,"share":"https://www.laohu8.com/m/news/2472656799?lang=&edition=full","pubTime":"2024-10-03 14:05","market":"us","language":"zh","title":"软银孙正义畅想人工智能未来：不久的将来就会诞生AI管家","url":"https://stock-news.laohu8.com/highlight/detail?id=2472656799","media":"环球市场播报","summary":"软银集团创始人孙正义描绘了一个极为激进的人工智能普及时间表，他畅想在不久的将来就会诞生AI管家。孙正义周四在一个面向企业客户的年度论坛上表示，人工智能很快就能监测家庭成员的健康状况、必要时联系医生、进行购物和预约、评估最佳投资方案以及辅导幼儿。在过去几年，他始终乐观看好人工智能前景，并警告怀疑论者如果不拥抱即将到来的AI革命，就可能落后。今年67岁的孙正义这番评论表明，他愿意继续在人工智能领域投入巨资。","content":"<html><head></head><body><p>软银集团创始人孙正义描绘了一个极为激进的人工智能（AI）普及时间表，他畅想在不久的将来就会诞生AI管家。</p><p>孙正义周四在一个面向企业客户的年度论坛上表示，人工智能很快就能监测家庭成员的健康状况、必要时联系医生、进行购物和预约、评估最佳投资方案以及辅导幼儿。他将通用人工智能的实现时间提前到未来两到三年，通用人工智能的普及也是OpenAI、Meta和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等公司的长期目标。</p><p>孙正义领导着日本最大的科技投资公司，已经投资了数百家初创公司以及利用人工智能开发新技术和服务的公司。在过去几年，他始终乐观看好人工智能前景，并警告怀疑论者如果不拥抱即将到来的AI革命，就可能落后。</p><p>“我们可以设计懂得情感的人工智能个人助手，可以给你幸福感，”孙正义说，“超级人工智能可以让你变得快乐。”</p><p>今年67岁的孙正义这番评论表明，他愿意继续在人工智能领域投入巨资。据悉手握巨额现金的软银在OpenAI最新一轮66亿美元的融资中投资了5亿美元，该轮融资对这家人工智能领军企业的估值达到1570亿美元。孙正义在演讲中没有提及这笔投资，但他称赞了OpenAI最新的ChatGPT模型o1，称其具备模仿人类推理的能力。</p><p>孙正义表示，他曾向这个ChatGPT最新模型提出一些棘手的问题，试图难倒AI，但在45秒内得到了不错的回答。他的问题包括如何将自己的储蓄账户增加到1亿日元，以及如何延长电动汽车电池的续航里程。</p><p>“人类大脑由大约100万亿个突触连接组成，这个数量不会变，而生成式AI正以惊人的速度创建新的突触，”孙正义说道。</p><p>孙正义说，一个具备推理能力的AI在执行复杂任务时，例如确定服务价格或确保浴缸在合适的时间注满水并达到用户期望的温度时，需要能够与他人对话和协商。这一切将推动对更多连接性的需求，并需要使用软银旗下Arm技术的更多芯片。</p></body></html>","source":"highlight_sina","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>软银孙正义畅想人工智能未来：不久的将来就会诞生AI管家</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软银孙正义畅想人工智能未来：不久的将来就会诞生AI管家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-03 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-10-03/doc-incrhatw9187862.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>软银集团创始人孙正义描绘了一个极为激进的人工智能（AI）普及时间表，他畅想在不久的将来就会诞生AI管家。孙正义周四在一个面向企业客户的年度论坛上表示，人工智能很快就能监测家庭成员的健康状况、必要时联系医生、进行购物和预约、评估最佳投资方案以及辅导幼儿。他将通用人工智能的实现时间提前到未来两到三年，通用人工智能的普及也是OpenAI、Meta和谷歌等公司的长期目标。孙正义领导着日本最大的科技投资公司...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-10-03/doc-incrhatw9187862.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/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-10-03/doc-incrhatw9187862.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2472656799","content_text":"软银集团创始人孙正义描绘了一个极为激进的人工智能（AI）普及时间表，他畅想在不久的将来就会诞生AI管家。孙正义周四在一个面向企业客户的年度论坛上表示，人工智能很快就能监测家庭成员的健康状况、必要时联系医生、进行购物和预约、评估最佳投资方案以及辅导幼儿。他将通用人工智能的实现时间提前到未来两到三年，通用人工智能的普及也是OpenAI、Meta和谷歌等公司的长期目标。孙正义领导着日本最大的科技投资公司，已经投资了数百家初创公司以及利用人工智能开发新技术和服务的公司。在过去几年，他始终乐观看好人工智能前景，并警告怀疑论者如果不拥抱即将到来的AI革命，就可能落后。“我们可以设计懂得情感的人工智能个人助手，可以给你幸福感，”孙正义说，“超级人工智能可以让你变得快乐。”今年67岁的孙正义这番评论表明，他愿意继续在人工智能领域投入巨资。据悉手握巨额现金的软银在OpenAI最新一轮66亿美元的融资中投资了5亿美元，该轮融资对这家人工智能领军企业的估值达到1570亿美元。孙正义在演讲中没有提及这笔投资，但他称赞了OpenAI最新的ChatGPT模型o1，称其具备模仿人类推理的能力。孙正义表示，他曾向这个ChatGPT最新模型提出一些棘手的问题，试图难倒AI，但在45秒内得到了不错的回答。他的问题包括如何将自己的储蓄账户增加到1亿日元，以及如何延长电动汽车电池的续航里程。“人类大脑由大约100万亿个突触连接组成，这个数量不会变，而生成式AI正以惊人的速度创建新的突触，”孙正义说道。孙正义说，一个具备推理能力的AI在执行复杂任务时，例如确定服务价格或确保浴缸在合适的时间注满水并达到用户期望的温度时，需要能够与他人对话和协商。这一切将推动对更多连接性的需求，并需要使用软银旗下Arm技术的更多芯片。","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356056856268928,"gmtCreate":1727937491749,"gmtModify":1727937493682,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"喝酒喝得太多人就容易醉","listText":"喝酒喝得太多人就容易醉","text":"喝酒喝得太多人就容易醉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356056856268928","repostId":"1163796807","repostType":2,"repost":{"id":"1163796807","pubTimestamp":1727937009,"share":"https://www.laohu8.com/m/news/1163796807?lang=&edition=full","pubTime":"2024-10-03 14:30","market":"us","language":"zh","title":"6000点的年终目标太低了？高盛资金流专家：美股年底前有望大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1163796807","media":"金十数据","summary":"高盛资金流专家鲁布纳看好美股从10月下旬开始的年终反弹，但战术性看空未来几周的走势。作为高盛的资金流专家，鲁布纳的年终目标与高盛首席美国股票策略师大卫·科斯汀的5600点预期不同，科斯汀预计标普500指数将到2025年涨至6000点。其中一个原因是标普500指数的gamma在过去两天下跌了140亿美元，这是高盛数据集中最大的两日跌幅。","content":"<html><head></head><body><blockquote><p><strong>高盛资金流专家鲁布纳看好美股从10月下旬开始的年终反弹，但战术性看空未来几周的走势。</strong></p></blockquote><p style=\"text-align: justify;\">高盛全球市场部董事总经理斯科特·鲁布纳（Scott Rubner）表示，在经历了截至10月下旬的几周动荡之后，美股很可能在年底反弹，推动标普500指数可能会突破6000点的水平。</p><p style=\"text-align: justify;\">鲁布纳周三在给客户的一份报告中写道，“我看好<strong>美股从10月28日开始年底反弹，</strong>我担心我设定的<strong>6000点目标价太低了</strong>。”</p><p style=\"text-align: justify;\">他说，市场的季节性利好因素是这一预测的关键支柱。根据他的计算，可追溯到1928年的数据显示，<strong>从10月27日到年底，标普500指数平均上涨约4%。</strong>最重要的是，他说，美国总统大选后股市往往会上涨，因为在围绕选举的风险消退后，投资者会将现金转向股市。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/974a3ffa6056626c7bbd3843f8bd9c43\" tg-width=\"738\" tg-height=\"611\"/></p><p style=\"text-align: justify;\">作为高盛的资金流专家，鲁布纳的年终目标与高盛首席美国股票策略师大卫·科斯汀（David Kostin）的5600点预期不同，科斯汀预计标普500指数将到2025年涨至6000点。</p><p style=\"text-align: justify;\">鲁布纳还指出，虽然最近一段波动期让他看空未来几周的股市走势，但其他一些不利因素可能会在本月晚些时候消退。</p><p style=\"text-align: justify;\">例如，<strong>股票回购预计将于10月25日恢复</strong>，届时市场将退出与盈利相关的回购禁令，预计美国企业将成为买家，支撑对美股的需求。</p><p style=\"text-align: justify;\">“2024年美股的最大买家在回购禁令期的可回购规模会减少35%，”他写道。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47557ebd57431f9b2141db97750d7497\" tg-width=\"763\" tg-height=\"489\"/></p><p style=\"text-align: justify;\">鲁布纳还指出，在美国选举前夕，市场对认沽期权的需求也可能进一步推动美股的上涨。</p><p style=\"text-align: justify;\">此外，企业财报季即将到来，这也可能进一步推高股价，但前提是财报结果符合分析师较高的预期。鲁布纳指出：“美国企业盈利的‘超级碗’将在10月25日那周上演，标普500指数市值的61%将在选举前两周公布财报。”</p><p style=\"text-align: justify;\">不过，鲁布纳预计，在预期的上涨之前，<strong>投资者将在接下来的三周内经历一段高度波动的时期。</strong></p><p style=\"text-align: justify;\">其中一个原因是标普500指数的gamma在过去两天下跌了140亿美元，这是高盛数据集中最大的两日跌幅。随着gamma的下降，市场交易者不再需要在下跌时购买股票来保持仓位中性。这意味着市场现在有更大的自由度进行波动。</p></body></html>","source":"jssj","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>6000点的年终目标太低了？高盛资金流专家：美股年底前有望大涨</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\">\n6000点的年终目标太低了？高盛资金流专家：美股年底前有望大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-03 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/149501><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛资金流专家鲁布纳看好美股从10月下旬开始的年终反弹，但战术性看空未来几周的走势。高盛全球市场部董事总经理斯科特·鲁布纳（Scott Rubner）表示，在经历了截至10月下旬的几周动荡之后，美股很可能在年底反弹，推动标普500指数可能会突破6000点的水平。鲁布纳周三在给客户的一份报告中写道，“我看好美股从10月28日开始年底反弹，我担心我设定的6000点目标价太低了。”他说，市场的季节性利好...</p>\n\n<a href=\"https://xnews.jin10.com/details/149501\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e41cf010a132da879c0fd508aedf312","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://xnews.jin10.com/details/149501","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163796807","content_text":"高盛资金流专家鲁布纳看好美股从10月下旬开始的年终反弹，但战术性看空未来几周的走势。高盛全球市场部董事总经理斯科特·鲁布纳（Scott Rubner）表示，在经历了截至10月下旬的几周动荡之后，美股很可能在年底反弹，推动标普500指数可能会突破6000点的水平。鲁布纳周三在给客户的一份报告中写道，“我看好美股从10月28日开始年底反弹，我担心我设定的6000点目标价太低了。”他说，市场的季节性利好因素是这一预测的关键支柱。根据他的计算，可追溯到1928年的数据显示，从10月27日到年底，标普500指数平均上涨约4%。最重要的是，他说，美国总统大选后股市往往会上涨，因为在围绕选举的风险消退后，投资者会将现金转向股市。作为高盛的资金流专家，鲁布纳的年终目标与高盛首席美国股票策略师大卫·科斯汀（David Kostin）的5600点预期不同，科斯汀预计标普500指数将到2025年涨至6000点。鲁布纳还指出，虽然最近一段波动期让他看空未来几周的股市走势，但其他一些不利因素可能会在本月晚些时候消退。例如，股票回购预计将于10月25日恢复，届时市场将退出与盈利相关的回购禁令，预计美国企业将成为买家，支撑对美股的需求。“2024年美股的最大买家在回购禁令期的可回购规模会减少35%，”他写道。鲁布纳还指出，在美国选举前夕，市场对认沽期权的需求也可能进一步推动美股的上涨。此外，企业财报季即将到来，这也可能进一步推高股价，但前提是财报结果符合分析师较高的预期。鲁布纳指出：“美国企业盈利的‘超级碗’将在10月25日那周上演，标普500指数市值的61%将在选举前两周公布财报。”不过，鲁布纳预计，在预期的上涨之前，投资者将在接下来的三周内经历一段高度波动的时期。其中一个原因是标普500指数的gamma在过去两天下跌了140亿美元，这是高盛数据集中最大的两日跌幅。随着gamma的下降，市场交易者不再需要在下跌时购买股票来保持仓位中性。这意味着市场现在有更大的自由度进行波动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356055021863168,"gmtCreate":1727937038174,"gmtModify":1727937039933,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技AI技术，助力莱芒生物CAR-T疗法，为肝癌患者们带去了新希望，期望本轮的牛市行情能给这些造福社会的上市公司提供更多的研发资金","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a> 晶泰科技AI技术，助力莱芒生物CAR-T疗法，为肝癌患者们带去了新希望，期望本轮的牛市行情能给这些造福社会的上市公司提供更多的研发资金","text":"$晶泰科技(02228)$ 晶泰科技AI技术，助力莱芒生物CAR-T疗法，为肝癌患者们带去了新希望，期望本轮的牛市行情能给这些造福社会的上市公司提供更多的研发资金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356055021863168","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353467190935856,"gmtCreate":1727332602494,"gmtModify":1727332604350,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a>这两天几乎所有市场的科技股都在飙升，晶泰科技将AI技术应用于类器官研究，开发出全球首款弥漫性胃癌靶向药，多题材个股也跟着水涨船高","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰科技(02228)$ </a>这两天几乎所有市场的科技股都在飙升，晶泰科技将AI技术应用于类器官研究，开发出全球首款弥漫性胃癌靶向药，多题材个股也跟着水涨船高","text":"$晶泰科技(02228)$ 这两天几乎所有市场的科技股都在飙升，晶泰科技将AI技术应用于类器官研究，开发出全球首款弥漫性胃癌靶向药，多题材个股也跟着水涨船高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353467190935856","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353256771387736,"gmtCreate":1727251398082,"gmtModify":1727251400251,"author":{"id":"4184380269673420","authorId":"4184380269673420","name":"腾飞古月","avatar":"https://static.tigerbbs.com/d5ddaf38df822c74ecb71648081b3092","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184380269673420","idStr":"4184380269673420"},"themes":[],"htmlText":"相对美股，更看好港股，美股太高啦","listText":"相对美股，更看好港股，美股太高啦","text":"相对美股，更看好港股，美股太高啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353256771387736","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}