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- 张指导_1066张指导_1066
  ·2021-12-11
  说说你对这篇新闻的看法...
  花旗、瑞银齐齐高喊：中概股可以抄底了
  花旗和瑞银的策略师在本周的报告中指出，中国公司在纽约证券交易所和纳斯达克交易的美国存托凭证（ADR）“调整过度”，现在可能是开始抄底的时候了。存托凭证ADR是中概股通过美国本土存托机构在美国发行上市
  花旗、瑞银齐齐高喊：中概股可以抄底了
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- 张指导_1066张指导_1066
  ·2021-12-03
  说说你对这篇新闻的看法...
  非常抱歉，此主贴已删除
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- 张指导_1066张指导_1066
  ·2021-08-14
  说说你对这篇新闻的看法...
  【异动】新能源车下挫，小牛电动跌超5%
  8月13日，美股新能源车多数下挫，Workhorse、小牛电动跌超5%，理想汽车、Nikola跌超4%，蔚来、小鹏跌超3%，通用汽车跌超1%。消息面上，此前花旗银行分析师Jeff Chung将蔚来目
  【异动】新能源车下挫，小牛电动跌超5%
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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的持股数环比上升57%，位列第七大重仓股。</p>\n<p>同时，全球最大对冲基金桥水也大举加仓<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>花旗、瑞银齐齐高喊：中概股可以抄底了</title>\n<style 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href=\"https://wallstreetcn.com/articles/3647024\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fa518bf68212e271c6e0d7dd54c26b9c","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3647024","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190624412","content_text":"花旗和瑞银的策略师在本周的报告中指出，中国公司在纽约证券交易所和纳斯达克交易的美国存托凭证（ADR）“调整过度”，现在可能是开始抄底的时候了。\n存托凭证ADR是中概股通过美国本土存托机构在美国发行上市的方式。\n花旗集团的Alicia Yap表示，目前市场对中概股中的企业风险有些高估了。\nYap还补充道：\n\n 我们认为，对于那些已经在中国香港和美国上市的大型存托股票来说，这种抛售是一个买入的良机。\n\n上周五，纳斯达克中国金龙指数（Nasdaq Golden Dragon China Index）下跌了9%，使得过去一个月内下跌了12%。\n\n此前，美国证券交易委员会（SEC）要求外国公司向美国审计机构提供公开账目。\n而纽约梅隆中国精选ADR指数（BNY Mellon China Select ADR Index）自今年以来下跌了40%。科技股在这一指数中的权重为40%左右，而热门科技股的估值在近期有所降温。\n\nADR代表在美国第一或第二上市的海外公司的股份权益，中国ADR的价值目前已经从今年年初的高水平下跌。\n\n瑞银的Mark Haefele也持类似观点，他认为中国ADR存在“调整过度”：\n\n投资者对未来政策的能见度有限，风险情绪脆弱，以及对可替代性的理解不完善，所以才反应过度。\n\n瑞银指出，在中国香港和美国上市的中概股中没有发现估值倍数的重大差异，从长远来看估值对中概股的影响相当有限。\n这不是外资行第一次呼吁抄底中概股。\n对于中国互联网类股，高盛认为现在市场反映的估值低于其预测水平，意味着此时中国科技股估值处于比较有吸引力的水平。\n华尔街见闻此前提及，在中概股回调之际，高盛看准时机大幅增持，三季度对新东方和好未来的增持幅度翻了数倍，对阿里巴巴的持股数环比上升57%，位列第七大重仓股。\n同时，全球最大对冲基金桥水也大举加仓阿里巴巴和拼多多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601956358,"gmtCreate":1638487046857,"gmtModify":1638487046857,"author":{"id":"3577259504491266","authorId":"3577259504491266","name":"张指导_1066","avatar":"https://static.tigerbbs.com/f25d8811d1971147ad1951887d81796c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577259504491266","idStr":"3577259504491266"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601956358","repostId":"2188103955","repostType":2,"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897270318,"gmtCreate":1628930722534,"gmtModify":1633688415397,"author":{"id":"3577259504491266","authorId":"3577259504491266","name":"张指导_1066","avatar":"https://static.tigerbbs.com/f25d8811d1971147ad1951887d81796c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577259504491266","idStr":"3577259504491266"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897270318","repostId":"1187895535","repostType":4,"repost":{"id":"1187895535","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":1628865611,"share":"https://www.laohu8.com/m/news/1187895535?lang=&edition=full","pubTime":"2021-08-13 22:40","market":"us","language":"zh","title":"【异动】新能源车下挫，小牛电动跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187895535","media":"老虎资讯综合","summary":"8月13日，美股新能源车多数下挫，Workhorse、小牛电动跌超5%，理想汽车、Nikola跌超4%，蔚来、小鹏跌超3%，通用汽车跌超1%。\n消息面上，此前花旗银行分析师Jeff Chung将蔚来目","content":"<p>8月13日，美股新能源车多数下挫，Workhorse、<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超5%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、Nikola跌超4%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏跌超3%，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>跌超1%。</p>\n<p>消息面上，此前花旗银行分析师Jeff Chung将蔚来目标价从72美元下调至70美元，并保持“买入”评级。他认为该股第二季度的财报业绩表现“中性”，第三季度指引则较为“保守”。财报公布后，Chung维持对蔚来21-23财年的销量预测，但降低了混合生产毛利率和混合动力汽车平均售价的预估。</p>\n<p><img src=\"https://static.tigerbbs.com/09a67be2d4cb2fb2cddc82d6eabb0d16\" 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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】新能源车下挫，小牛电动跌超5%</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【异动】新能源车下挫，小牛电动跌超5%\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\">2021-08-13 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月13日，美股新能源车多数下挫，Workhorse、<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超5%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、Nikola跌超4%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏跌超3%，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>跌超1%。</p>\n<p>消息面上，此前花旗银行分析师Jeff Chung将蔚来目标价从72美元下调至70美元，并保持“买入”评级。他认为该股第二季度的财报业绩表现“中性”，第三季度指引则较为“保守”。财报公布后，Chung维持对蔚来21-23财年的销量预测，但降低了混合生产毛利率和混合动力汽车平均售价的预估。</p>\n<p><img src=\"https://static.tigerbbs.com/09a67be2d4cb2fb2cddc82d6eabb0d16\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd15a96bfa7dff4618acac3fab4db1b8","relate_stocks":{"NIU":"小牛电动","WKHS":"Workhorse Group, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187895535","content_text":"8月13日，美股新能源车多数下挫，Workhorse、小牛电动跌超5%，理想汽车、Nikola跌超4%，蔚来、小鹏跌超3%，通用汽车跌超1%。\n消息面上，此前花旗银行分析师Jeff Chung将蔚来目标价从72美元下调至70美元，并保持“买入”评级。他认为该股第二季度的财报业绩表现“中性”，第三季度指引则较为“保守”。财报公布后，Chung维持对蔚来21-23财年的销量预测，但降低了混合生产毛利率和混合动力汽车平均售价的预估。","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}