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Nickjin9

Nickjin9

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IP属地：北京

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2023-03-31

这篇文章不错，转发给大家看看

市场将迎来浩劫？以史为鉴：美联储降息并非好事！

2023-03-31

这篇文章不错，转发给大家看看

如何走出熊市阴霾？大摩公布“最佳长期股票”名单

2023-02-13

这篇文章不错，转发给大家看看

ETF流向 | 美股反弹或告一段落？SPY单周净流出40亿美元，这两类股需警惕

2021-07-29

这么快就反转啦

滴滴出行：有关滴滴私有化的传闻为不实信息

2021-07-29

刚上市就私有化？我很难不阴暗的认为这是在拉高出货

滴滴出行：有关滴滴私有化的传闻为不实信息

2021-04-09

$TradeUP Global Corp.(TUGCU)$各位老板，请教这是个什么SPAC？

2021-04-08

$联易融科技-W(09959)$呃是福是祸呢

2021-03-18

$涂鸦智能(TUYA)$✌🏽

2021-02-26

$朝云集团(06601)$赌一把

2021-02-24

这篇文章不错，转发给大家看看

@雷递:Lucid拟曲线上市：估值240亿美元路演PPT曝光

2021-02-23

$赛生药业(06600)$一手求开光

2021-02-19

$赛生药业(06600)$几点开放呀[得意]

2021-02-12

转型太成功了，卖飞了也没法后悔

抱歉，原内容已删除

2021-02-11

$特斯拉(TSLA)$各位股东朋友，Happy 牛 Year🐮，持股涨不停，牛股都翻倍🎉

2021-02-11

$百度(BIDU)$各位股东朋友，Happy 牛 Year🐮，持股涨不停，牛股都翻倍🎉

2021-02-11

$哔哩哔哩(BILI)$各位股东朋友，Happy 牛 Year🐮，持股涨不停，牛股都翻倍🎉

2021-02-11

$Churchill Capital Corp IV(CCIV)$各位股东朋友，Happy 牛 Year🐮，持股涨不停，牛股都翻倍🎉

2021-02-10

$天演药业(ADAG)$尼玛才给3股是玩美股打新的朋友多了，还是你真的没有货呀

2021-02-09

$容联云(RAAS)$啥也没有，这次货这么少么🤔

2021-02-05

$诺辉健康-B(06606)$得现金都压在 $容联云(RAAS)$$天演药业(ADAG)$等9号放榜再回来找你玩了

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17:54","market":"us","language":"zh","title":"市场将迎来浩劫？以史为鉴：美联储降息并非好事！","url":"https://stock-news.laohu8.com/highlight/detail?id=2323678027","media":"金十数据","summary":"市场都在押注美联储降息，但是以史为鉴，美联储降息对市场来说恐又是一场浩劫！","content":"<html><head></head><body><blockquote>市场都在押注美联储降息，但是以史为鉴，美联储降息对市场来说恐又是一场浩劫！</blockquote><p>RIA Advisors的投资分析师和投资组合经理罗伯维兹（Michael Lebowitz）撰文表示：</p><blockquote>“美联储降息并不代表牛市来了。”</blockquote><p>罗伯维兹称，<strong>押注美联储调整政策的股票投资者可能需要重新思考他们的逻辑。</strong></p><p>美国史上第二大银行倒闭案以及<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>大幅折价紧急出售，令投资者押注美联储将转向。他们似乎并不关心通胀的热度和粘性，而尽管危机不断发展，美联储仍然决心将利率“更长时间地保持在较高水平”。</p><p>就像巴甫洛夫的狗一样，投资者在听到关键时刻的铃声时买入。<strong>如果以史为鉴，投资者的条件反射可能是有害的。</strong></p><p><strong>降息总是“哀鸿遍野”</strong></p><p>自1970年以来，美联储曾9次大幅下调联邦基金利率。<strong>标普500指数从每个降息周期开始到市场低谷的平均最大回撤为27.25%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f03a5178e50b7a4dce343ded734f8f37\" tg-width=\"619\" tg-height=\"417\"/></p><p>最近三次的跌幅都超过了平均水平，而在其他六次经历中，只有1974-1977年那次出现了比平均水平更糟的下降。</p><p>那么，<strong>为什么最近几次的回撤都比1990年以前更严重呢？</strong>因为在1990年之前，美联储更为活跃。因此，他们不允许利率大幅高于或低于经济的自然增速。例外就是，上世纪70年代和80年代初的高通胀曾迫使美联储保持警惕。不管是什么原因，高利率有助于抑制投机泡沫。</p><p><strong>在过去20年里，美联储主导了低利率环境</strong>。下图显示，实际收益率（名义收益率减去通胀预期）40年来一直呈下降趋势。从疫情到美联储于2022年3月开始加息，10年期实际收益率经常为负数。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53f0eeae55291adb1bc75e929c0c8da3\" tg-width=\"799\" tg-height=\"534\"/></p><p><strong>当利率处于可预见的低水平时，投机活动往往盛行。</strong>正如我们所看到的，美联储在2020年和2021年的宽松政策所产生的投机行为，导致保守的银行家和激进的对冲基金承担了巨大的风险。因为如果不投资风险更高的产品，他们就必须接受负的实际回报，这对利润不利。</p><p><strong>美联储降息恐引发下一轮暴跌</strong></p><p>鉴于市场在2022年3月开始的加息周期中经历了相当大的下跌，<strong>与降息相关的大部分回撤是否已经发生了呢？</strong></p><p>下图显示了标普500指数从加息周期开始的最大回撤，<strong>加息周期的平均降幅为11.50%</strong>，但在本轮周期中却下跌了近25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46b1c2dfa074f9f1ebff7f403c4a0ffa\" tg-width=\"619\" tg-height=\"419\"/></p><p>在判断美联储下一次转向会如何影响股市预期时，<strong>还有两个需要考虑的因素</strong>。</p><p>首先，下图显示了降息期间的最大回撤以及降息结束后的一年回报率。从2020年5月到2021年5月，也就是上次降息后的一年时间里，标普500指数上涨了50%以上。<strong>这一比例是前8个周期平均回报率16%的三倍。因此，当前加息周期的最大降幅大于平均水平也就不足为奇了。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f50898eeee026c0a6ffd62ae6458b47\" tg-width=\"622\" tg-height=\"419\"/></p><p>其次，估值有助于解释为什么最近几次在美联储政策转向期间的股市下跌比互联网泡沫破裂前的更严重。下图显示，<strong>最近三次降息都是在CAPE10估值高于历史平均水平时开始的</strong>，相比之下，此前的例子都发生在低于平均估值的情况下。</p><p><em>注：CAPE(周期性调整市盈率)又称希勒市盈率(Shiller P/E)或P/E 10比率，是一种通常用于美国标普500指数股市的估值指标。它的定义是价格除以经过通货膨胀调整的10年平均收入(移动平均)。</em></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c2d76a2c5ad5be94c5856d8b792390a\" tg-width=\"798\" tg-height=\"536\"/></p><p>目前的CAPE估值虽然没有2021年底那么高，但比平均水平高出约50%。尽管市场已经进行了一些调整，但<strong>估值仍可能回到平均水平或低于平均水平</strong>，就像2003年和2009年那样。罗伯维兹称：</p><blockquote>“很难对2020年的回撤做出结论。史无前例的财政和货币政策在提振股市方面发挥了突出作用。考虑到通胀和政治分歧，我们认为，现在就算市场出现更严重的下跌，美联储成员或政界人士都不太可能加大财政和货币政策的刺激。”</blockquote><p><strong>市场对降息的预期并不现实</strong></p><p>美联储上周仍直言不讳地表示，希望通胀率回到2%的目标。<strong>如果他们要像市场预测的那样迅速且大幅降息，那一定是出了问题</strong>。目前，只有在银行业危机或经济迅速恶化的严重不利形势下，才有理由采取市场暗示的那种降息。请注意，<strong>无论是危机还是衰退，对公司收益和股价来说都不是好事。</strong></p><p>关于美联储的政策转向，还有一点值得考虑。如果美联储降息，收益率曲线可能会恢复正常。从历史上看，收益率曲线的倒挂只是衰退的警告。</p><p>下图显示了两条备受关注的美国国债收益率曲线。在上述四种情况（即回撤幅度大于平均水平）和1990年之前的其他情况中，两条曲线变陡都伴随着经济衰退。而<strong>过去两周，2-10年期美债收益率曲线变陡了60个基点。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/361e1e203de45df7c9ee78346425ff90\" tg-width=\"799\" tg-height=\"538\"/></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>市场将迎来浩劫？以史为鉴：美联储降息并非好事！</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; 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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市场将迎来浩劫？以史为鉴：美联储降息并非好事！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 17:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=109346&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>市场都在押注美联储降息，但是以史为鉴，美联储降息对市场来说恐又是一场浩劫！RIA Advisors的投资分析师和投资组合经理罗伯维兹（Michael Lebowitz）撰文表示：“美联储降息并不代表牛市来了。”罗伯维兹称，押注美联储调整政策的股票投资者可能需要重新思考他们的逻辑。美国史上第二大银行倒闭案以及瑞士信贷大幅折价紧急出售，令投资者押注美联储将转向。他们似乎并不关心通胀的热度和粘性，而尽管...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=109346&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/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite","DDM":"道指两倍做多ETF",".DJI":"道琼斯","IVV":"标普500指数ETF","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","DOG":"道指反向ETF","SPY":"标普500ETF","DXD":"道指两倍做空ETF","UPRO":"三倍做多标普500ETF","PSQ":"纳指反向ETF","BK4559":"巴菲特持仓","UDOW":"道指三倍做多ETF-ProShares","QID":"纳指两倍做空ETF","BK4588":"碎股","BK4550":"红杉资本持仓","SDOW":"道指三倍做空ETF-ProShares","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","DJX":"1/100道琼斯","BK4581":"高盛持仓","BK4504":"桥水持仓","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=109346&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323678027","content_text":"市场都在押注美联储降息，但是以史为鉴，美联储降息对市场来说恐又是一场浩劫！RIA Advisors的投资分析师和投资组合经理罗伯维兹（Michael Lebowitz）撰文表示：“美联储降息并不代表牛市来了。”罗伯维兹称，押注美联储调整政策的股票投资者可能需要重新思考他们的逻辑。美国史上第二大银行倒闭案以及瑞士信贷大幅折价紧急出售，令投资者押注美联储将转向。他们似乎并不关心通胀的热度和粘性，而尽管危机不断发展，美联储仍然决心将利率“更长时间地保持在较高水平”。就像巴甫洛夫的狗一样，投资者在听到关键时刻的铃声时买入。如果以史为鉴，投资者的条件反射可能是有害的。降息总是“哀鸿遍野”自1970年以来，美联储曾9次大幅下调联邦基金利率。标普500指数从每个降息周期开始到市场低谷的平均最大回撤为27.25%。最近三次的跌幅都超过了平均水平，而在其他六次经历中，只有1974-1977年那次出现了比平均水平更糟的下降。那么，为什么最近几次的回撤都比1990年以前更严重呢？因为在1990年之前，美联储更为活跃。因此，他们不允许利率大幅高于或低于经济的自然增速。例外就是，上世纪70年代和80年代初的高通胀曾迫使美联储保持警惕。不管是什么原因，高利率有助于抑制投机泡沫。在过去20年里，美联储主导了低利率环境。下图显示，实际收益率（名义收益率减去通胀预期）40年来一直呈下降趋势。从疫情到美联储于2022年3月开始加息，10年期实际收益率经常为负数。当利率处于可预见的低水平时，投机活动往往盛行。正如我们所看到的，美联储在2020年和2021年的宽松政策所产生的投机行为，导致保守的银行家和激进的对冲基金承担了巨大的风险。因为如果不投资风险更高的产品，他们就必须接受负的实际回报，这对利润不利。美联储降息恐引发下一轮暴跌鉴于市场在2022年3月开始的加息周期中经历了相当大的下跌，与降息相关的大部分回撤是否已经发生了呢？下图显示了标普500指数从加息周期开始的最大回撤，加息周期的平均降幅为11.50%，但在本轮周期中却下跌了近25%。在判断美联储下一次转向会如何影响股市预期时，还有两个需要考虑的因素。首先，下图显示了降息期间的最大回撤以及降息结束后的一年回报率。从2020年5月到2021年5月，也就是上次降息后的一年时间里，标普500指数上涨了50%以上。这一比例是前8个周期平均回报率16%的三倍。因此，当前加息周期的最大降幅大于平均水平也就不足为奇了。其次，估值有助于解释为什么最近几次在美联储政策转向期间的股市下跌比互联网泡沫破裂前的更严重。下图显示，最近三次降息都是在CAPE10估值高于历史平均水平时开始的，相比之下，此前的例子都发生在低于平均估值的情况下。注：CAPE(周期性调整市盈率)又称希勒市盈率(Shiller P/E)或P/E 10比率，是一种通常用于美国标普500指数股市的估值指标。它的定义是价格除以经过通货膨胀调整的10年平均收入(移动平均)。目前的CAPE估值虽然没有2021年底那么高，但比平均水平高出约50%。尽管市场已经进行了一些调整，但估值仍可能回到平均水平或低于平均水平，就像2003年和2009年那样。罗伯维兹称：“很难对2020年的回撤做出结论。史无前例的财政和货币政策在提振股市方面发挥了突出作用。考虑到通胀和政治分歧，我们认为，现在就算市场出现更严重的下跌，美联储成员或政界人士都不太可能加大财政和货币政策的刺激。”市场对降息的预期并不现实美联储上周仍直言不讳地表示，希望通胀率回到2%的目标。如果他们要像市场预测的那样迅速且大幅降息，那一定是出了问题。目前，只有在银行业危机或经济迅速恶化的严重不利形势下，才有理由采取市场暗示的那种降息。请注意，无论是危机还是衰退，对公司收益和股价来说都不是好事。关于美联储的政策转向，还有一点值得考虑。如果美联储降息，收益率曲线可能会恢复正常。从历史上看，收益率曲线的倒挂只是衰退的警告。下图显示了两条备受关注的美国国债收益率曲线。在上述四种情况（即回撤幅度大于平均水平）和1990年之前的其他情况中，两条曲线变陡都伴随着经济衰退。而过去两周，2-10年期美债收益率曲线变陡了60个基点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659454881,"gmtCreate":1680223992144,"gmtModify":1680223993659,"author":{"id":"5759951317665","authorId":"5759951317665","name":"Nickjin9","avatar":"https://static.tigerbbs.com/55e63aeaccc40578d79e037facb9fefa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/659454881","repostId":"2323476247","repostType":2,"repost":{"id":"2323476247","pubTimestamp":1680165033,"share":"https://www.laohu8.com/m/news/2323476247?lang=&edition=full","pubTime":"2023-03-30 16:30","market":"us","language":"zh","title":"如何走出熊市阴霾？大摩公布“最佳长期股票”名单","url":"https://stock-news.laohu8.com/highlight/detail?id=2323476247","media":"智通财经","summary":"智通财经APP获悉，摩根士丹利表示，股市熊市一直持续到春季，但潜在的周期性和长期因素正在推动股价上涨。“除了受益于我们预期的多年的强劲油气价格，埃克森美孚的主动去碳化战略应该有助于降低长期现金流的风险，并减轻终端价值的不确定性，抵消石油和天然气长期需求侵蚀的影响。”","content":"<html><head></head><body><p>3月30日，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>表示，股市熊市一直持续到春季，但潜在的周期性和长期因素正在推动股价上涨。推动因素包括美联储随着通胀放缓而采取更宽松的货币政策、消费者资产负债表企稳、被压抑的投资/资本支出和某些消费服务领域的需求、积极的经营杠杆、人工智能技术溢出效应等。</p><p>摩根士丹利股票策略师Michelle Weaver、Mike Wilson及其团队表示：“主要标准是可持续性——竞争优势、商业模式、定价权、成本效率和增长，我们试图找出具有最好的特许经营而不是最被低估的股票。”</p><p>摩根士丹利策略师筛选出30只美股，到2025年这些公司的商业模式和市场地位优势日益凸显。</p><p><strong>这些股票包括：</strong></p><p><strong>1.摩根士丹利予Alphabet(GOOGL.US)“增持”评级，目标价135美元。</strong>“我们看到管理层专注于持久地重组成本基础，并看到Alphabet致力于提高基础设施、模型和应用层的人工智能计算成本效率，这建立了利润率不会在长期内压缩的信心。”</p><p><strong>2.摩根士丹利予<a href=\"https://laohu8.com/S/AXP\">美国运通</a>(AXP.US)“增持”评级，目标价186美元。</strong>“我们预计，市场营销和信用卡会员契约费用增长放缓，将有助于2023年推动运营杠杆增长430个基点，达到10多年来的最高水平，在同行中表现突出。我们预计，积极的经营杠杆增长也将持续到2024年，即使营收增长放缓。”</p><p><strong>3.摩根士丹利予<a href=\"https://laohu8.com/S/BX\">黑石</a>(BX.US)“增持”评级，目标价115美元。</strong>“黑石的长期锁定资本、增加永久资本的举措，以及超过1870亿美元的资金储备，将使该公司能够耐心等待退出和部署的时机。”</p><p><strong>4.摩根士丹利予Cheniere Energy(LNG.US)“增持”评级，目标价189美元。</strong>“在未来几年，弹性自由现金流(FCF)应该会支持杠杆率下降、股息增加和股票回购。”</p><p><strong>5.摩根士丹利予<a href=\"https://laohu8.com/S/COST\">好市多</a>(COST.US)“增持”评级，目标价520美元。</strong>“我们认为新冠疫情、消费者的通胀压力和油价波动加强了好市多的价值主张，与过去几年相比，好市多可能会有更高的会员粘性和支出整合。”</p><p><strong>6.摩根士丹利予<a href=\"https://laohu8.com/S/ETN\">伊顿</a>(ETN.US)“增持”评级，目标价200美元。</strong>“我们估计，订单可能会下降20%以上，但仍将以高于正常水平的可见性/积压订单覆盖率进入2025年。”</p><p><strong>7.摩根士丹利予<a href=\"https://laohu8.com/S/LLY\">礼来</a>(LLY.US)“增持”评级，目标价444美元。</strong>“据我们估计，从2023年到2030年，礼来的营收将以10%的复合年增长率增长，这将使利润率从2022年的28%扩大到2025年及以后的40%以上，从而推动每股收益增长18%。”</p><p><strong>8.摩根士丹利予<a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>(EL.US)“增持”评级，目标价282美元。</strong>“市场普遍预测，与新冠疫情前相比，未来两年营收的复合年增长率仅为3-4%，考虑到中国市场对高端美妆产品的需求恢复增长，这些预测看起来太低了。”</p><p><strong>9.摩根士丹利予<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>(XOM.US)“增持”评级，目标价114美元。</strong>“除了受益于我们预期的多年的强劲油气价格，埃克森美孚的主动去碳化战略应该有助于降低长期现金流的风险，并减轻终端价值的不确定性，抵消石油和天然气长期需求侵蚀的影响。”</p><p><strong>10.摩根士丹利予<a href=\"https://laohu8.com/S/HLT\">希尔顿酒店</a>(HLT.US)“增持”评级，目标价168美元。</strong>“该公司是拥有在建业务最多的公司之一(与目前相比增长18%)，我们预计未来三年该公司将实现5%以上的增长(新品牌Spark的增长潜力为6-7%)。”</p><p><strong>11.摩根士丹利予<a href=\"https://laohu8.com/S/ISRG\">直觉外科公司</a>(ISRG.US)“增持”评级，目标价265美元。</strong>“我们看到了通过发展数字能力和数据洞察来增强<a href=\"https://laohu8.com/S/300024\">机器人</a>系统的潜在开放式机会，这可能会进一步增强直觉外科公司的产品，并可能提供更有粘性的市场份额。”</p><p><strong>12.摩根士丹利予<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>(JPM.US)“增持”评级，目标价173美元。</strong>“我们认为摩根大通应该继续占据市场份额，因为其20%的分支网络已经有10年历史了，远远高于12%的行业平均水平和中等个位数的大银行平均水平。“</p><p><strong>13.摩根士丹利予<a href=\"https://laohu8.com/S/LFG.AU\">Liberty</a> Formula One-C(FWONK.US)“增持”评级，目标价80美元。</strong>”长期来看，该公司在世界上最大的媒体市场——美国的收入呈指数增长。“</p><p><strong>14.摩根士丹利予Linde(LIN.US)“增持”评级，目标价365美元。</strong>“我们认为Linde被低估了，该公司有每股收益显著增长、定价权和灵活的资产负债表作为支撑。”</p><p><strong>15.摩根士丹利予Lululemon(LULU.US)“增持”评级，目标价387美元。</strong>“综合来看，Lululemon有能力在这个有吸引力的市场中占有份额，再加上息税前利润的增长，可能会使每股收益持续增长，并推动股价走高。”</p><p><strong>16.摩根士丹利予<a href=\"https://laohu8.com/S/MA\">万事达</a>(MA.US)“增持”评级，目标价438美元。</strong>“在未来3-10年里，万事达很可能成为B2B支付发展的关键角色。”</p><p><strong>17.摩根士丹利予<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)“增持”评级，目标价307美元。</strong>“从第二季度的低谷开始，微软有望实现5个季度的每股收益加速增长，我们看到了增持微软股票的机会，在我们看来，目前的股价水平被严重低估了。”</p><p><strong>18.摩根士丹利予摩托罗拉(MSI.US)“增持”评级，目标价260美元。</strong>“LMR(陆地移动无线电) / 一键通(Push-To-Talk)市场预计将持续增长数年，且进入门槛很高，我们相信摩托罗拉在其核心市场具有吸引力的竞争地位。我们也看好摩托罗拉围绕这一市场地位进行优化的能力，并为股票回购/分红创造现金。”</p><p><strong>19.摩根士丹利予<a href=\"https://laohu8.com/S/MSCI\">MSCI Inc</a>(MSCI.US)“增持”评级，目标价543美元。</strong>“得益于指数行业的强劲前景和执行力，该公司的预期有机增长率高达12%，远高于我们覆盖的其他股票的7.5%。”</p><p><strong>20.摩根士丹利予<a href=\"https://laohu8.com/S/NEE\">新纪元能源</a>(NEE.US)“增持”评级，目标价97美元。</strong>“我们认为新纪元能源有望成为建设这些新市场和获得有吸引力的低风险回报的领导者之一。”</p><p><strong>21.摩根士丹利予<a href=\"https://laohu8.com/S/NKE\">耐克</a>(NKE.US)“增持”评级，目标价140美元。</strong>“我们预计DTC战略将推营收增长，盈利能力也有望提高。”</p><p><strong>22.摩根士丹利予<a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a>(NOC.US)“增持”评级，目标价601美元。</strong>“诺斯罗普格鲁曼计划在2023年将FCF的100%以上返还给股东，我们预计其一流的管理团队至少在2025年之前将继续运行对股东友好的资本策略。”</p><p><strong>23.摩根士丹利予<a href=\"https://laohu8.com/S/ODFL\">Old Dominion Freight Line</a>(ODFL.US)“增持”评级，目标价340美元。</strong>“该公司的主要优势包括规模优势，拥有比同行更多的房地产业务，通过周期和卓越的管理投资于增长，这推动了该公司实现一流的业绩记录。”</p><p><strong>24.摩根士丹利予<a href=\"https://laohu8.com/S/PLD\">安博</a>(PLD.US)“增持”评级，目标价128美元。</strong>“有利的供应/需求动态应该使安博免受宏观经济放缓的影响。”</p><p><strong>25.摩根士丹利予<a href=\"https://laohu8.com/S/RTN\">雷神</a>技术(RTX.US)“增持”评级，目标价115美元。</strong>“我们认为更高的国防开支提供了多年的增长前景，尽管这种增长需要时间才能实现。”</p><p><strong>26.摩根士丹利予<a href=\"https://laohu8.com/S/TMO\">赛默飞世尔</a>(TMO.US)“增持”评级，目标价670美元。</strong>“我们坚信，赛默飞世尔有能力超越同行和终端市场，这得益于对高增长垂直行业(特别是生物制药)和区域市场(包括中国)的敞口增加，以及其投资组合的广度、深度有助于推动收益增长。”</p><p><strong>27.摩根士丹利予T-Mobile US(TMUS.US)“增持”评级，目标价175美元。</strong>“持续的协同效应和不断增长的规模将使公司能够在长期内将服务业务EBITDA利润率扩大到55%，而2022年为43%。”</p><p><strong>28.摩根士丹利予<a href=\"https://laohu8.com/S/UNH\">联合健康</a>(UNH.US)“增持”评级，目标价587美元。</strong>“我们相信，联合健康在健康保险，医疗服务，药房服务和数据分析方面的多元化业务的弹性将产生长期的两位数收益增长。该公司还是具有高度防御性的管理式护理(MCO)行业的知名品牌。”</p><p><strong>29.摩根士丹利予<a href=\"https://laohu8.com/S/V\">Visa</a>(V.US)“增持”评级，目标价288美元。</strong>“多年来的趋势数字化(移动商务和电子商务)应该使Visa的增长超过全球个人消费支出的增长，而通胀的上升应该有利于其业务，该公司的2/3营收与交易量有关。”</p><p><strong>30.摩根士丹利予百胜餐饮(YUM.US)“增持”评级，目标价155美元。</strong>“从广义上讲，品牌定位、菜单和商店处于有利的位置，数字渠道也已建立，有助于肯德基和必胜客在任何经济环境和任何国家中竞争。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>如何走出熊市阴霾？大摩公布“最佳长期股票”名单</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如何走出熊市阴霾？大摩公布“最佳长期股票”名单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 16:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/902297.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月30日，摩根士丹利表示，股市熊市一直持续到春季，但潜在的周期性和长期因素正在推动股价上涨。推动因素包括美联储随着通胀放缓而采取更宽松的货币政策、消费者资产负债表企稳、被压抑的投资/资本支出和某些消费服务领域的需求、积极的经营杠杆、人工智能技术溢出效应等。摩根士丹利股票策略师Michelle Weaver、Mike Wilson及其团队表示：“主要标准是可持续性——竞争优势、商业模式、定价权、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/902297.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24fa8350588843d92f819ac12ab5ce16","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4588":"碎股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4581":"高盛持仓","BK4504":"桥水持仓","MS":"摩根士丹利","BK4127":"投资银行业与经纪业","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4534":"瑞士信贷持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2"},"source_url":"http://www.zhitongcaijing.com/content/detail/902297.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323476247","content_text":"3月30日，摩根士丹利表示，股市熊市一直持续到春季，但潜在的周期性和长期因素正在推动股价上涨。推动因素包括美联储随着通胀放缓而采取更宽松的货币政策、消费者资产负债表企稳、被压抑的投资/资本支出和某些消费服务领域的需求、积极的经营杠杆、人工智能技术溢出效应等。摩根士丹利股票策略师Michelle Weaver、Mike Wilson及其团队表示：“主要标准是可持续性——竞争优势、商业模式、定价权、成本效率和增长，我们试图找出具有最好的特许经营而不是最被低估的股票。”摩根士丹利策略师筛选出30只美股，到2025年这些公司的商业模式和市场地位优势日益凸显。这些股票包括：1.摩根士丹利予Alphabet(GOOGL.US)“增持”评级，目标价135美元。“我们看到管理层专注于持久地重组成本基础，并看到Alphabet致力于提高基础设施、模型和应用层的人工智能计算成本效率，这建立了利润率不会在长期内压缩的信心。”2.摩根士丹利予美国运通(AXP.US)“增持”评级，目标价186美元。“我们预计，市场营销和信用卡会员契约费用增长放缓，将有助于2023年推动运营杠杆增长430个基点，达到10多年来的最高水平，在同行中表现突出。我们预计，积极的经营杠杆增长也将持续到2024年，即使营收增长放缓。”3.摩根士丹利予黑石(BX.US)“增持”评级，目标价115美元。“黑石的长期锁定资本、增加永久资本的举措，以及超过1870亿美元的资金储备，将使该公司能够耐心等待退出和部署的时机。”4.摩根士丹利予Cheniere Energy(LNG.US)“增持”评级，目标价189美元。“在未来几年，弹性自由现金流(FCF)应该会支持杠杆率下降、股息增加和股票回购。”5.摩根士丹利予好市多(COST.US)“增持”评级，目标价520美元。“我们认为新冠疫情、消费者的通胀压力和油价波动加强了好市多的价值主张，与过去几年相比，好市多可能会有更高的会员粘性和支出整合。”6.摩根士丹利予伊顿(ETN.US)“增持”评级，目标价200美元。“我们估计，订单可能会下降20%以上，但仍将以高于正常水平的可见性/积压订单覆盖率进入2025年。”7.摩根士丹利予礼来(LLY.US)“增持”评级，目标价444美元。“据我们估计，从2023年到2030年，礼来的营收将以10%的复合年增长率增长，这将使利润率从2022年的28%扩大到2025年及以后的40%以上，从而推动每股收益增长18%。”8.摩根士丹利予雅诗兰黛(EL.US)“增持”评级，目标价282美元。“市场普遍预测，与新冠疫情前相比，未来两年营收的复合年增长率仅为3-4%，考虑到中国市场对高端美妆产品的需求恢复增长，这些预测看起来太低了。”9.摩根士丹利予埃克森美孚(XOM.US)“增持”评级，目标价114美元。“除了受益于我们预期的多年的强劲油气价格，埃克森美孚的主动去碳化战略应该有助于降低长期现金流的风险，并减轻终端价值的不确定性，抵消石油和天然气长期需求侵蚀的影响。”10.摩根士丹利予希尔顿酒店(HLT.US)“增持”评级，目标价168美元。“该公司是拥有在建业务最多的公司之一(与目前相比增长18%)，我们预计未来三年该公司将实现5%以上的增长(新品牌Spark的增长潜力为6-7%)。”11.摩根士丹利予直觉外科公司(ISRG.US)“增持”评级，目标价265美元。“我们看到了通过发展数字能力和数据洞察来增强机器人系统的潜在开放式机会，这可能会进一步增强直觉外科公司的产品，并可能提供更有粘性的市场份额。”12.摩根士丹利予摩根大通(JPM.US)“增持”评级，目标价173美元。“我们认为摩根大通应该继续占据市场份额，因为其20%的分支网络已经有10年历史了，远远高于12%的行业平均水平和中等个位数的大银行平均水平。“13.摩根士丹利予Liberty Formula One-C(FWONK.US)“增持”评级，目标价80美元。”长期来看，该公司在世界上最大的媒体市场——美国的收入呈指数增长。“14.摩根士丹利予Linde(LIN.US)“增持”评级，目标价365美元。“我们认为Linde被低估了，该公司有每股收益显著增长、定价权和灵活的资产负债表作为支撑。”15.摩根士丹利予Lululemon(LULU.US)“增持”评级，目标价387美元。“综合来看，Lululemon有能力在这个有吸引力的市场中占有份额，再加上息税前利润的增长，可能会使每股收益持续增长，并推动股价走高。”16.摩根士丹利予万事达(MA.US)“增持”评级，目标价438美元。“在未来3-10年里，万事达很可能成为B2B支付发展的关键角色。”17.摩根士丹利予微软(MSFT.US)“增持”评级，目标价307美元。“从第二季度的低谷开始，微软有望实现5个季度的每股收益加速增长，我们看到了增持微软股票的机会，在我们看来，目前的股价水平被严重低估了。”18.摩根士丹利予摩托罗拉(MSI.US)“增持”评级，目标价260美元。“LMR(陆地移动无线电) / 一键通(Push-To-Talk)市场预计将持续增长数年，且进入门槛很高，我们相信摩托罗拉在其核心市场具有吸引力的竞争地位。我们也看好摩托罗拉围绕这一市场地位进行优化的能力，并为股票回购/分红创造现金。”19.摩根士丹利予MSCI Inc(MSCI.US)“增持”评级，目标价543美元。“得益于指数行业的强劲前景和执行力，该公司的预期有机增长率高达12%，远高于我们覆盖的其他股票的7.5%。”20.摩根士丹利予新纪元能源(NEE.US)“增持”评级，目标价97美元。“我们认为新纪元能源有望成为建设这些新市场和获得有吸引力的低风险回报的领导者之一。”21.摩根士丹利予耐克(NKE.US)“增持”评级，目标价140美元。“我们预计DTC战略将推营收增长，盈利能力也有望提高。”22.摩根士丹利予诺斯罗普格鲁曼(NOC.US)“增持”评级，目标价601美元。“诺斯罗普格鲁曼计划在2023年将FCF的100%以上返还给股东，我们预计其一流的管理团队至少在2025年之前将继续运行对股东友好的资本策略。”23.摩根士丹利予Old Dominion Freight Line(ODFL.US)“增持”评级，目标价340美元。“该公司的主要优势包括规模优势，拥有比同行更多的房地产业务，通过周期和卓越的管理投资于增长，这推动了该公司实现一流的业绩记录。”24.摩根士丹利予安博(PLD.US)“增持”评级，目标价128美元。“有利的供应/需求动态应该使安博免受宏观经济放缓的影响。”25.摩根士丹利予雷神技术(RTX.US)“增持”评级，目标价115美元。“我们认为更高的国防开支提供了多年的增长前景，尽管这种增长需要时间才能实现。”26.摩根士丹利予赛默飞世尔(TMO.US)“增持”评级，目标价670美元。“我们坚信，赛默飞世尔有能力超越同行和终端市场，这得益于对高增长垂直行业(特别是生物制药)和区域市场(包括中国)的敞口增加，以及其投资组合的广度、深度有助于推动收益增长。”27.摩根士丹利予T-Mobile US(TMUS.US)“增持”评级，目标价175美元。“持续的协同效应和不断增长的规模将使公司能够在长期内将服务业务EBITDA利润率扩大到55%，而2022年为43%。”28.摩根士丹利予联合健康(UNH.US)“增持”评级，目标价587美元。“我们相信，联合健康在健康保险，医疗服务，药房服务和数据分析方面的多元化业务的弹性将产生长期的两位数收益增长。该公司还是具有高度防御性的管理式护理(MCO)行业的知名品牌。”29.摩根士丹利予Visa(V.US)“增持”评级，目标价288美元。“多年来的趋势数字化(移动商务和电子商务)应该使Visa的增长超过全球个人消费支出的增长，而通胀的上升应该有利于其业务，该公司的2/3营收与交易量有关。”30.摩根士丹利予百胜餐饮(YUM.US)“增持”评级，目标价155美元。“从广义上讲，品牌定位、菜单和商店处于有利的位置，数字渠道也已建立，有助于肯德基和必胜客在任何经济环境和任何国家中竞争。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625198448,"gmtCreate":1676273555184,"gmtModify":1676273557194,"author":{"id":"5759951317665","authorId":"5759951317665","name":"Nickjin9","avatar":"https://static.tigerbbs.com/55e63aeaccc40578d79e037facb9fefa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/625198448","repostId":"1199538498","repostType":4,"repost":{"id":"1199538498","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1676266807,"share":"https://www.laohu8.com/m/news/1199538498?lang=&edition=full","pubTime":"2023-02-13 13:40","market":"us","language":"zh","title":"ETF流向 | 美股反弹或告一段落？SPY单周净流出40亿美元，这两类股需警惕","url":"https://stock-news.laohu8.com/highlight/detail?id=1199538498","media":"老虎资讯综合","summary":"过去一周（2月6日-2月10日），美股三大股指调整压力有所加剧，成长股低迷拖累纳指，纳斯达克综合指数上周下跌2.41%，结束了连续五周的上涨势头；而标普500指数整体下跌了1.11%，创近两个月来最大","content":"<html><head></head><body><p>过去一周（2月6日-2月10日），美股三大股指调整压力有所加剧，成长股低迷拖累纳指，纳斯达克综合指数上周下跌2.41%，结束了连续五周的上涨势头；而标普500指数整体下跌了1.11%，创近两个月来最大周跌幅。</p><p>此外，根据本轮财报季中已发布的财报，去年第四季度标普500指数成分股公司每股盈利同比下滑了2.3%，这是2020年第三季度以来首次出现同比下滑。尽管华尔街分析师此前已对企业普遍盈利不佳的情况有所预期，但盈利表现差于预期的公司数量比例仍然升至新冠疫情暴发以来的最高水平。</p><p>目前，市场聚焦于即将在本周二发布的CPI通胀数据，经济学家预计1月美国CPI将录得环比上涨0.4%，同比上涨6.2%。此外，美国劳工统计局周五公布了CPI的最新分项权重，预计这次调整将对1月核心CPI带来上行压力，但不会对整体情况产生重大影响。</p><p>资金流向方面，上周美股ETF整体呈现资金流出态势，据彭博数据显示，<a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>、<a href=\"https://laohu8.com/S/IVE\">iShares S&amp;P 500 Value ETF</a>、<a href=\"https://laohu8.com/S/IVV\">iShares Core S&amp;P 500 ETF</a>等标普500相关ETF均呈现资金流出，上周分别净流出40.2亿美元、3.06亿美元、2.75亿美元；其次，<a href=\"https://laohu8.com/S/DIA\">SPDR Dow Jones Industrial Average ETF Trust</a>资金流出居前，上周累计净流出6.78亿美元；</p><p>行业方面，<a href=\"https://laohu8.com/S/XLF\">Financial Select Sector SPDR Fund</a>、<a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund</a>金融、能源相关行业上周资金流出明显，分别净流出4.74亿美元、4.69亿美元；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/709938fa4a0c13c8362bfbe23ea895ec\" tg-width=\"946\" tg-height=\"419\" width=\"100%\" height=\"auto\"/><span>数据来源：彭博</span></p><p>资金流入方面，据彭博数据显示，<a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust Series</a>、<a href=\"https://laohu8.com/S/QQQM\">Invesco Nasdaq 100 ETF</a>纳指相关ETF资金流入明显，上周分别累计净流入9.08亿美元、3.91亿美元；</p><p>行业方面，聚焦于美国银行股的<a href=\"https://laohu8.com/S/KBWB\">Invesco KBW Bank ETF</a>资金流入居前，上周累计净流入6.03亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54f213b5a26900365b5ebada11e1491e\" tg-width=\"946\" tg-height=\"419\" width=\"100%\" height=\"auto\"/><span>数据来源：彭博</span></p></body></html>","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>ETF流向 | 美股反弹或告一段落？SPY单周净流出40亿美元，这两类股需警惕</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; 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*/\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\">\nETF流向 | 美股反弹或告一段落？SPY单周净流出40亿美元，这两类股需警惕\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-02-13 13:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>过去一周（2月6日-2月10日），美股三大股指调整压力有所加剧，成长股低迷拖累纳指，纳斯达克综合指数上周下跌2.41%，结束了连续五周的上涨势头；而标普500指数整体下跌了1.11%，创近两个月来最大周跌幅。</p><p>此外，根据本轮财报季中已发布的财报，去年第四季度标普500指数成分股公司每股盈利同比下滑了2.3%，这是2020年第三季度以来首次出现同比下滑。尽管华尔街分析师此前已对企业普遍盈利不佳的情况有所预期，但盈利表现差于预期的公司数量比例仍然升至新冠疫情暴发以来的最高水平。</p><p>目前，市场聚焦于即将在本周二发布的CPI通胀数据，经济学家预计1月美国CPI将录得环比上涨0.4%，同比上涨6.2%。此外，美国劳工统计局周五公布了CPI的最新分项权重，预计这次调整将对1月核心CPI带来上行压力，但不会对整体情况产生重大影响。</p><p>资金流向方面，上周美股ETF整体呈现资金流出态势，据彭博数据显示，<a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>、<a href=\"https://laohu8.com/S/IVE\">iShares S&amp;P 500 Value ETF</a>、<a href=\"https://laohu8.com/S/IVV\">iShares Core S&amp;P 500 ETF</a>等标普500相关ETF均呈现资金流出，上周分别净流出40.2亿美元、3.06亿美元、2.75亿美元；其次，<a href=\"https://laohu8.com/S/DIA\">SPDR Dow Jones Industrial Average ETF Trust</a>资金流出居前，上周累计净流出6.78亿美元；</p><p>行业方面，<a href=\"https://laohu8.com/S/XLF\">Financial Select Sector SPDR Fund</a>、<a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund</a>金融、能源相关行业上周资金流出明显，分别净流出4.74亿美元、4.69亿美元；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/709938fa4a0c13c8362bfbe23ea895ec\" tg-width=\"946\" tg-height=\"419\" width=\"100%\" height=\"auto\"/><span>数据来源：彭博</span></p><p>资金流入方面，据彭博数据显示，<a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust Series</a>、<a href=\"https://laohu8.com/S/QQQM\">Invesco Nasdaq 100 ETF</a>纳指相关ETF资金流入明显，上周分别累计净流入9.08亿美元、3.91亿美元；</p><p>行业方面，聚焦于美国银行股的<a href=\"https://laohu8.com/S/KBWB\">Invesco KBW Bank ETF</a>资金流入居前，上周累计净流入6.03亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54f213b5a26900365b5ebada11e1491e\" tg-width=\"946\" tg-height=\"419\" width=\"100%\" height=\"auto\"/><span>数据来源：彭博</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199538498","content_text":"过去一周（2月6日-2月10日），美股三大股指调整压力有所加剧，成长股低迷拖累纳指，纳斯达克综合指数上周下跌2.41%，结束了连续五周的上涨势头；而标普500指数整体下跌了1.11%，创近两个月来最大周跌幅。此外，根据本轮财报季中已发布的财报，去年第四季度标普500指数成分股公司每股盈利同比下滑了2.3%，这是2020年第三季度以来首次出现同比下滑。尽管华尔街分析师此前已对企业普遍盈利不佳的情况有所预期，但盈利表现差于预期的公司数量比例仍然升至新冠疫情暴发以来的最高水平。目前，市场聚焦于即将在本周二发布的CPI通胀数据，经济学家预计1月美国CPI将录得环比上涨0.4%，同比上涨6.2%。此外，美国劳工统计局周五公布了CPI的最新分项权重，预计这次调整将对1月核心CPI带来上行压力，但不会对整体情况产生重大影响。资金流向方面，上周美股ETF整体呈现资金流出态势，据彭博数据显示，SPDR S&P 500 ETF Trust、iShares S&P 500 Value ETF、iShares Core S&P 500 ETF等标普500相关ETF均呈现资金流出，上周分别净流出40.2亿美元、3.06亿美元、2.75亿美元；其次，SPDR Dow Jones Industrial Average ETF Trust资金流出居前，上周累计净流出6.78亿美元；行业方面，Financial Select Sector SPDR Fund、Energy Select Sector SPDR Fund金融、能源相关行业上周资金流出明显，分别净流出4.74亿美元、4.69亿美元；数据来源：彭博资金流入方面，据彭博数据显示，Invesco QQQ Trust Series、Invesco Nasdaq 100 ETF纳指相关ETF资金流入明显，上周分别累计净流入9.08亿美元、3.91亿美元；行业方面，聚焦于美国银行股的Invesco KBW Bank ETF资金流入居前，上周累计净流入6.03亿美元。数据来源：彭博","news_type":1},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808306765,"gmtCreate":1627554666957,"gmtModify":1627554666957,"author":{"id":"5759951317665","authorId":"5759951317665","name":"Nickjin9","avatar":"https://static.tigerbbs.com/55e63aeaccc40578d79e037facb9fefa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这么快就反转啦","listText":"这么快就反转啦","text":"这么快就反转啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808306765","repostId":"1147448167","repostType":4,"repost":{"id":"1147448167","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627554833,"share":"https://www.laohu8.com/m/news/1147448167?lang=&edition=full","pubTime":"2021-07-29 18:33","market":"other","language":"zh","title":"滴滴出行：有关滴滴私有化的传闻为不实信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1147448167","media":"老虎资讯综合","summary":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报","content":"<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>","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>滴滴出行：有关滴滴私有化的传闻为不实信息</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{ 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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滴滴出行：有关滴滴私有化的传闻为不实信息\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 18:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147448167","content_text":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808968072,"gmtCreate":1627551669496,"gmtModify":1627551669496,"author":{"id":"5759951317665","authorId":"5759951317665","name":"Nickjin9","avatar":"https://static.tigerbbs.com/55e63aeaccc40578d79e037facb9fefa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"刚上市就私有化？我很难不阴暗的认为这是在拉高出货","listText":"刚上市就私有化？我很难不阴暗的认为这是在拉高出货","text":"刚上市就私有化？我很难不阴暗的认为这是在拉高出货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/808968072","repostId":"1147448167","repostType":4,"repost":{"id":"1147448167","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627554833,"share":"https://www.laohu8.com/m/news/1147448167?lang=&edition=full","pubTime":"2021-07-29 18:33","market":"other","language":"zh","title":"滴滴出行：有关滴滴私有化的传闻为不实信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1147448167","media":"老虎资讯综合","summary":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报","content":"<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>","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>滴滴出行：有关滴滴私有化的传闻为不实信息</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{ 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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滴滴出行：有关滴滴私有化的传闻为不实信息\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 18:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147448167","content_text":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492676536924130","authorId":"3492676536924130","name":"小学森呀","avatar":"https://static.tigerbbs.com/fe9f9ca4e282a498b0d6670abd779fbd","crmLevel":2,"crmLevelSwitch":0},"content":"哈哈 正是","text":"哈哈 正是","html":"哈哈 正是"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346059104,"gmtCreate":1617976247108,"gmtModify":1617976247108,"author":{"id":"5759951317665","authorId":"5759951317665","name":"Nickjin9","avatar":"https://static.tigerbbs.com/55e63aeaccc40578d79e037facb9fefa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUGCU\">$TradeUP Global Corp.(TUGCU)$</a>各位老板，请教这是个什么SPAC？","listText":"<a href=\"https://laohu8.com/S/TUGCU\">$TradeUP Global Corp.(TUGCU)$</a>各位老板，请教这是个什么SPAC？","text":"$TradeUP Global Corp.(TUGCU)$各位老板，请教这是个什么SPAC？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346059104","isVote":1,"tweetType":1,"viewCount":4091,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573265366882285","authorId":"3573265366882285","name":"guayang","avatar":"https://static.tigerbbs.com/d7498272f404c000c24fb8b9c4b834b4","crmLevel":6,"crmLevelSwitch":0},"content":"“SPAC是一种“特殊目的收购公司”，是一种为企业提供上市融资的投资工具，是由共同基金、对冲基金等募集资金而组建上市的“空壳公司”，公司除资金外没有其他实质性资产。 SPAC方式上市可以绕过美国证监会的监管和审查，合不合规，虚不虚报，都无从监管。对于投资者来说是有一定风险的。","text":"“SPAC是一种“特殊目的收购公司”，是一种为企业提供上市融资的投资工具，是由共同基金、对冲基金等募集资金而组建上市的“空壳公司”，公司除资金外没有其他实质性资产。 SPAC方式上市可以绕过美国证监会的监管和审查，合不合规，虚不虚报，都无从监管。对于投资者来说是有一定风险的。","html":"“SPAC是一种“特殊目的收购公司”，是一种为企业提供上市融资的投资工具，是由共同基金、对冲基金等募集资金而组建上市的“空壳公司”，公司除资金外没有其他实质性资产。 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是福是祸呢","images":[{"img":"https://static.tigerbbs.com/54be2baeff08067a5e9b74145f726242","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341773997","isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":327855120,"gmtCreate":1616077758460,"gmtModify":1616077758460,"author":{"id":"5759951317665","authorId":"5759951317665","name":"Nickjin9","avatar":"https://static.tigerbbs.com/55e63aeaccc40578d79e037facb9fefa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a>✌🏽","listText":"<a 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路演PPT曝光","htmlText":"雷帝网 雷建平 2月23日报道豪华电动汽车制造商Lucid Motors已同意通过与特殊目的收购公司Churchill Capital IV Corp合并，合并后的新公司估值达到240亿美元。此次股权价值117.5亿美元交易包括21亿美元的CCIV及PIPE投资25亿美元的现金贡献，资金来自沙特阿拉伯公共投资基金、Blackrock及其他人管理方。新公司中CCIV股东持股为16.1%，PIPE股东持股为10.4%，现有的Luicd股东持股为73.5%。2020年6月，被称为卡车界特斯拉的氢燃料重型卡车制造商Nikola以120亿美元的估值在美国纳斯达克完成上市，并募得资金7亿美元。Nikola氢燃料重型卡车一旦 Lucid成功上市，则意味着其上市时的估值超过当时的Nikola。Lucid旗下首款量产车Lucid Air被称为“特斯拉终结者”，马斯克把Lucid当成对手，但Lucid自认为他们的车型定位要高于特斯拉。Lucid高管多次公开表示，Lucid Motors并不是特斯拉的直接竞争对手，而是奥迪或宝马等豪华汽油制造商的对手。贾跃亭曾以个人名义向Lucid投了2亿美元，成为公司第二大股东。2015年北汽将所持股份转给贾跃亭，贾跃亭成为Lucid Motors最大股东，持股比例一度接近40%。随着乐视生态危机爆发，贾跃亭远走美国，贾跃亭创办的电动汽车创业公司Faraday Future陷入资金危机，贾跃亭将所持Lucid Motors股份卖出。可谓是造化弄人。如果贾跃亭不卖出Lucid股份，一旦Lucid上市，贾跃亭还真有可能回国。以下是Lucid路演PPT（雷帝网精编处理）：———————————————雷帝触网由资深媒体人雷建平创办，若转载请写明来源。","listText":"雷帝网 雷建平 2月23日报道豪华电动汽车制造商Lucid Motors已同意通过与特殊目的收购公司Churchill Capital IV Corp合并，合并后的新公司估值达到240亿美元。此次股权价值117.5亿美元交易包括21亿美元的CCIV及PIPE投资25亿美元的现金贡献，资金来自沙特阿拉伯公共投资基金、Blackrock及其他人管理方。新公司中CCIV股东持股为16.1%，PIPE股东持股为10.4%，现有的Luicd股东持股为73.5%。2020年6月，被称为卡车界特斯拉的氢燃料重型卡车制造商Nikola以120亿美元的估值在美国纳斯达克完成上市，并募得资金7亿美元。Nikola氢燃料重型卡车一旦 Lucid成功上市，则意味着其上市时的估值超过当时的Nikola。Lucid旗下首款量产车Lucid Air被称为“特斯拉终结者”，马斯克把Lucid当成对手，但Lucid自认为他们的车型定位要高于特斯拉。Lucid高管多次公开表示，Lucid Motors并不是特斯拉的直接竞争对手，而是奥迪或宝马等豪华汽油制造商的对手。贾跃亭曾以个人名义向Lucid投了2亿美元，成为公司第二大股东。2015年北汽将所持股份转给贾跃亭，贾跃亭成为Lucid Motors最大股东，持股比例一度接近40%。随着乐视生态危机爆发，贾跃亭远走美国，贾跃亭创办的电动汽车创业公司Faraday Future陷入资金危机，贾跃亭将所持Lucid Motors股份卖出。可谓是造化弄人。如果贾跃亭不卖出Lucid股份，一旦Lucid上市，贾跃亭还真有可能回国。以下是Lucid路演PPT（雷帝网精编处理）：———————————————雷帝触网由资深媒体人雷建平创办，若转载请写明来源。","text":"雷帝网 雷建平 2月23日报道豪华电动汽车制造商Lucid Motors已同意通过与特殊目的收购公司Churchill Capital IV Corp合并，合并后的新公司估值达到240亿美元。此次股权价值117.5亿美元交易包括21亿美元的CCIV及PIPE投资25亿美元的现金贡献，资金来自沙特阿拉伯公共投资基金、Blackrock及其他人管理方。新公司中CCIV股东持股为16.1%，PIPE股东持股为10.4%，现有的Luicd股东持股为73.5%。2020年6月，被称为卡车界特斯拉的氢燃料重型卡车制造商Nikola以120亿美元的估值在美国纳斯达克完成上市，并募得资金7亿美元。Nikola氢燃料重型卡车一旦 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Year🐮，持股涨不停，牛股都翻倍🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388175293","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970259231,"gmtCreate":1597811221723,"gmtModify":1704216820955,"author":{"id":"5759951317665","authorId":"5759951317665","name":"Nickjin9","avatar":"https://static.tigerbbs.com/55e63aeaccc40578d79e037facb9fefa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/90015\">$农夫山泉(临时)(90015)$</a>如果打新未中，你会买它吗？我肯定会，而且All Inhttps://www.laohu8.com/m/news/1122123179?lang=zh_cn&amp;invite=J5DR6","listText":"<a href=\"https://laohu8.com/S/90015\">$农夫山泉(临时)(90015)$</a>如果打新未中，你会买它吗？我肯定会，而且All Inhttps://www.laohu8.com/m/news/1122123179?lang=zh_cn&amp;invite=J5DR6","text":"$农夫山泉(临时)(90015)$如果打新未中，你会买它吗？我肯定会，而且All 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18:33","market":"other","language":"zh","title":"滴滴出行：有关滴滴私有化的传闻为不实信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1147448167","media":"老虎资讯综合","summary":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报","content":"<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>","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>滴滴出行：有关滴滴私有化的传闻为不实信息</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{ 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 18:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147448167","content_text":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312585326,"gmtCreate":1612167866065,"gmtModify":1703758141495,"author":{"id":"5759951317665","authorId":"5759951317665","name":"Nickjin9","avatar":"https://static.tigerbbs.com/55e63aeaccc40578d79e037facb9fefa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"一月的产能完全跟不上订单，现在谁能交车谁是王道","listText":"一月的产能完全跟不上订单，现在谁能交车谁是王道","text":"一月的产能完全跟不上订单，现在谁能交车谁是王道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312585326","repostId":"1150987440","repostType":4,"repost":{"id":"1150987440","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1612166713,"share":"https://www.laohu8.com/m/news/1150987440?lang=&edition=full","pubTime":"2021-02-01 16:05","market":"us","language":"zh","title":"蔚来1月交付量同比增长352.1%，创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1150987440","media":"老虎资讯综合","summary":"$蔚来(NIO)$汽车宣布：2021年1月交付7225辆汽车，环比增长3.1%，同比增长352.1%，创历史新高。\n\n截至今年1月，蔚来总汽车交付量达82866辆。\n\n全新蔚来ES8交付1660台，蔚来ES6交付2720台；蔚来EC6交付2845台，再创新高，继续领跑高端轿跑SUV市场；同时，1月我们新建换电站7座，并将在春节前再新建12座换电站。","content":"<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车宣布：2021年1月交付7225辆汽车，环比增长3.1%，同比增长352.1%，创历史新高。</p><p>截至今年1月，蔚来总汽车交付量达82866辆。</p><p>全新蔚来ES8交付1660台，蔚来ES6交付2720台；蔚来EC6交付2845台，再创新高，继续领跑高端轿跑SUV市场；同时，1月我们新建换电站7座，并将在春节前再新建12座换电站。</p><p><img src=\"https://static.tigerbbs.com/45dd54febf691afd6a07463500fde9a5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150987440","content_text":"蔚来汽车宣布：2021年1月交付7225辆汽车，环比增长3.1%，同比增长352.1%，创历史新高。截至今年1月，蔚来总汽车交付量达82866辆。全新蔚来ES8交付1660台，蔚来ES6交付2720台；蔚来EC6交付2845台，再创新高，继续领跑高端轿跑SUV市场；同时，1月我们新建换电站7座，并将在春节前再新建12座换电站。","news_type":1},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554433718518201","authorId":"3554433718518201","name":"观天下87","avatar":"https://static.tigerbbs.com/c0e1e025d0b0c730c9387f1959c10a83","crmLevel":3,"crmLevelSwitch":0},"content":"你确定是产能不足吗？","text":"你确定是产能不足吗？","html":"你确定是产能不足吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975328937,"gmtCreate":1600444464729,"gmtModify":1703821713505,"author":{"id":"5759951317665","authorId":"5759951317665","name":"Nickjin9","avatar":"https://static.tigerbbs.com/55e63aeaccc40578d79e037facb9fefa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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18:33","market":"other","language":"zh","title":"滴滴出行：有关滴滴私有化的传闻为不实信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1147448167","media":"老虎资讯综合","summary":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报","content":"<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>","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>滴滴出行：有关滴滴私有化的传闻为不实信息</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{ 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 18:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" 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