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- CookInSuitCookInSuit
  ·2021-07-22
  China still has a lot of room to end higher. Hopefully Q3 to bring further growth
  China shares end higher, foreign investors extend buying
  Shanghai stocks higher, blue-chip CSI300 index up Gains in Shanghai stocks led by Sichuan Hebang B
  China shares end higher, foreign investors extend buying
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- CookInSuitCookInSuit
  ·2021-06-23
  Tesla has the halo effect. Wonder when Elon will wear out his halo..
  非常抱歉，此主贴已删除
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- CookInSuitCookInSuit
  ·2021-06-23
  How is the recovery trade over when there the world is still going through second and third wavesof Covid?
  Barclays chief stock strategist says Covid recovery trade is over, go back into Big Tech
  The pandemic recovery trade has run its course, and now it’s time to get back into Big Tech stocks,
  Barclays chief stock strategist says Covid recovery trade is over, go back into Big Tech
  352 评论
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- CookInSuitCookInSuit
  ·2021-06-23
  More importantly, how did they get there? Equity investment? Property investment?
  非常抱歉，此主贴已删除
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China’s A-shares are at a 39.14% premium over H-shares.</li>\n</ul>\n<p>SHANGHAI, July 22 (Reuters) - China shares rose on Thursday as gains in financials and materials firms outweighed losses in healthcare stocks, and as foreign investors extended net buying of A-shares through the Stock Connect scheme into a fourth consecutive day.</p>\n<ul>\n <li>At the close, the Shanghai Composite index was up 0.34% at 3,574.73.</li>\n <li>The blue-chip CSI300 index was up 0.15%, with its financial sector sub-index higher 1.12%, the CSI all share materials gaining 2.35% and the real estate index up 1.38%.</li>\n <li>The healthcare sub-index slumped 3.64% after three days of strong gains.</li>\n <li>Sentiment in the property sector was boosted after developer China Evergrande Group said it had solved legal disputes with China Guangfa Bank and that the two sides would deepen business cooperation, easing investor concerns that sparked a three-day sell-off.</li>\n <li>Refinitiv data showed foreign investors were net buyers of A-shares through the Northbound leg of the Stock Connect programme , the fourth straight day of net purchases.</li>\n <li>The smaller Shenzhen index ended up 0.45% and the start-up board ChiNext Composite index was weaker by 0.438%.</li>\n <li>Around the region, MSCI’s Asia ex-Japan stock index was firmer by 1.21%, while Japan’s Nikkei index ended up 0.58%. ** At 07:22, the yuan was quoted at 6.4652 per U.S. dollar, 0.05% firmer than the previous close of 6.4685.</li>\n <li>So far this year, the Shanghai stock index is up 2.9% and the CSI300 has fallen 1.1%, while China’s H-share index listed in Hong Kong is down 7%. Shanghai stocks have declined 0.46% this month.</li>\n</ul>\n<p>(Reporting by Shanghai Newsroom; editing by Vinay Dwivedi)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399006":"创业板指","603077":"和邦生物","002236":"大华股份","000300.SH":"沪深300"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161032014","content_text":"Shanghai stocks higher, blue-chip CSI300 index up\n\n\nGains in Shanghai stocks led by Sichuan Hebang Biotechnology Co Ltd and losses by Cangzhou Dahua Co Ltd. China’s A-shares are at a 39.14% premium over H-shares.\n\nSHANGHAI, July 22 (Reuters) - China shares rose on Thursday as gains in financials and materials firms outweighed losses in healthcare stocks, and as foreign investors extended net buying of A-shares through the Stock Connect scheme into a fourth consecutive day.\n\nAt the close, the Shanghai Composite index was up 0.34% at 3,574.73.\nThe blue-chip CSI300 index was up 0.15%, with its financial sector sub-index higher 1.12%, the CSI all share materials gaining 2.35% and the real estate index up 1.38%.\nThe healthcare sub-index slumped 3.64% after three days of strong gains.\nSentiment in the property sector was boosted after developer China Evergrande Group said it had solved legal disputes with China Guangfa Bank and that the two sides would deepen business cooperation, easing investor concerns that sparked a three-day sell-off.\nRefinitiv data showed foreign investors were net buyers of A-shares through the Northbound leg of the Stock Connect programme , the fourth straight day of net purchases.\nThe smaller Shenzhen index ended up 0.45% and the start-up board ChiNext Composite index was weaker by 0.438%.\nAround the region, MSCI’s Asia ex-Japan stock index was firmer by 1.21%, while Japan’s Nikkei index ended up 0.58%. ** At 07:22, the yuan was quoted at 6.4652 per U.S. dollar, 0.05% firmer than the previous close of 6.4685.\nSo far this year, the Shanghai stock index is up 2.9% and the CSI300 has fallen 1.1%, while China’s H-share index listed in Hong Kong is down 7%. Shanghai stocks have declined 0.46% this month.\n\n(Reporting by Shanghai Newsroom; editing by Vinay Dwivedi)","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123122244,"gmtCreate":1624412935588,"gmtModify":1634006488176,"author":{"id":"3582529687850113","authorId":"3582529687850113","name":"CookInSuit","avatar":"https://static.tigerbbs.com/1a79bf61194a552988070fe312f320ed","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582529687850113","idStr":"3582529687850113"},"themes":[],"htmlText":"Tesla has the halo effect. Wonder when Elon will wear out his halo..","listText":"Tesla has the halo effect. Wonder when Elon will wear out his halo..","text":"Tesla has the halo effect. Wonder when Elon will wear out his halo..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123122244","repostId":"2145599620","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123129616,"gmtCreate":1624412720935,"gmtModify":1634006492416,"author":{"id":"3582529687850113","authorId":"3582529687850113","name":"CookInSuit","avatar":"https://static.tigerbbs.com/1a79bf61194a552988070fe312f320ed","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582529687850113","idStr":"3582529687850113"},"themes":[],"htmlText":"How is the recovery trade over when there the world is still going through second and third&nbsp;wavesof Covid?","listText":"How is the recovery trade over when there the world is still going through second and third&nbsp;wavesof Covid?","text":"How is the recovery trade over when there the world is still going through second and third wavesof Covid?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123129616","repostId":"1168688117","repostType":4,"repost":{"id":"1168688117","kind":"news","pubTimestamp":1624404535,"share":"https://www.laohu8.com/m/news/1168688117?lang=&edition=full","pubTime":"2021-06-23 07:28","market":"us","language":"en","title":"Barclays chief stock strategist says Covid recovery trade is over, go back into Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1168688117","media":"CNBC","summary":"The pandemic recovery trade has run its course, and now it’s time to get back into Big Tech stocks, ","content":"<div>\n<p>The pandemic recovery trade has run its course, and now it’s time to get back into Big Tech stocks, one market strategist told clients Tuesday.\n“We believe market leadership is likely to change from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/22/stocks-barclays-strategist-says-go-back-into-big-tech.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Barclays chief stock strategist says Covid recovery trade is over, go back into Big Tech</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; 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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\">\nBarclays chief stock strategist says Covid recovery trade is over, go back into Big Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/22/stocks-barclays-strategist-says-go-back-into-big-tech.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The pandemic recovery trade has run its course, and now it’s time to get back into Big Tech stocks, one market strategist told clients Tuesday.\n“We believe market leadership is likely to change from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/22/stocks-barclays-strategist-says-go-back-into-big-tech.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","MSFT":"微软","AAPL":"苹果","AMZN":"亚马逊","NFLX":"奈飞"},"source_url":"https://www.cnbc.com/2021/06/22/stocks-barclays-strategist-says-go-back-into-big-tech.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1168688117","content_text":"The pandemic recovery trade has run its course, and now it’s time to get back into Big Tech stocks, one market strategist told clients Tuesday.\n“We believe market leadership is likely to change from cyclical to secular growth stocks as the Covid recovery trade has mostly run its course. Secular growth stocks look favorably positioned to benefit from the digital transformation that got accelerated during Covid,” Barclays head of U.S. equity strategy Maneesh Deshpandesaid in a note.\nValue and cyclical stocks shone in 2021, as investors turned to names that perform well in a recovering economy. But the growth theme is back in vogue as investors worry that much of the pandemic rebound has already been priced into those recovery names.\n“Following positive news on the vaccine front in November 2020, as the path to a cyclical economic recovery in 2021 became clearer, there was a rotation that began away from stocks with positive exposure to COVID-19 and into stocks with negative exposure to it,” Deshpande said. “We think this rotation is now complete.”\nGrowth stocks are shares of companies that are expected to grow at a faster rate than the rest of the market. In particular, secular growth stocks follow a longer-term trend and are less influenced by the overall economy.\nAccording to Barclays, technology names are particularly well-positioned for the moment due to an acceleration of digital transformation during the pandemic. Tech stocks stand to benefit from the growth of e-commerce marketplaces, digital advertising, work-from-home technology and cloud infrastructure, the bank said.\nBarclays is bullish on FANMAG stocks — a group of mega-cap tech names including Facebook,Amazon,Netflix,Microsoft,Appleand Google-parentAlphabet. What’s more, the bank believes these Big Tech names are relatively cheap now after lagging earlier this year.\n“We prefer FANMAGs as their valuations have declined to 2019 [year-end] levels,” Deshpande said.\nMeanwhile, Barclays believes software stock valuations are currently expensive, so it prefers to stick with FANMAGs.\nOut of the tech giant names, Barclays likes Alphabet, Microsoft and Amazon in particular, as the bank expects these stocks to “hold on to their Covid market share gains and continue to benefit from the acceleration of digital transformation.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123162053,"gmtCreate":1624412532872,"gmtModify":1631888348892,"author":{"id":"3582529687850113","authorId":"3582529687850113","name":"CookInSuit","avatar":"https://static.tigerbbs.com/1a79bf61194a552988070fe312f320ed","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582529687850113","idStr":"3582529687850113"},"themes":[],"htmlText":"More importantly, how did they get there? Equity investment? Property investment?","listText":"More importantly, how did they get there? Equity investment? Property investment?","text":"More importantly, how did they get there? Equity investment? Property investment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/123162053","repostId":"1139503540","repostType":4,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}