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霜落满天心如春
2024-07-03
$纳斯达克(.IXIC)$
拉垃圾股,给七姐妹出货
霜落满天心如春
2024-06-18
$英伟达(NVDA)$
拖着大盘
霜落满天心如春
2024-06-11
$纳斯达克(.IXIC)$
美股牛逼的地方在于不管发生多么恶劣的情况,只要随便拉一只股票,整体市场就能稳住。
霜落满天心如春
2024-06-06
$英伟达(NVDA)$
全世界人手一块,当饼干吃。
霜落满天心如春
2024-05-21
跑
中国股市大反弹可持续吗?高盛、汇丰说了同一句话:别离场!
霜落满天心如春
2024-02-13
$优品车(UCAR)$
绝无仅有了吧
霜落满天心如春
2023-12-21
$纳斯达克(.IXIC)$
只要七姐妹有一只可以拉着横盘,指数就跌不下去,美股的玩法是真牛
霜落满天心如春
2023-12-19
$纳斯达克(.IXIC)$
有意思,不涨个股,就涨指数
霜落满天心如春
2023-08-21
年初的文章,专门收藏
抱歉,原内容已删除
霜落满天心如春
2023-07-27
$NQ100指数主连 2309(NQmain)$
膜拜啊[捂脸]
霜落满天心如春
2023-07-27
恒生指数从1990年的低点,上涨将近8万多倍,势将步入技术性牛市
抱歉,原内容已删除
霜落满天心如春
2023-07-20
$苹果(AAPL)$
$苹果(AAPL)$
难道是徐舵主的一字断魂刀
霜落满天心如春
2023-04-24
$苹果(AAPL)$
今天还靠不靠的住啊?
霜落满天心如春
2023-04-20
$苹果(AAPL)$
牛啊,硬是拉着,让特斯拉出货吗
霜落满天心如春
2023-04-19
$苹果(AAPL)$
看看是否还能一人拉住整个大盘
霜落满天心如春
2023-04-14
然后卖不掉?
苹果于印度iPhone产量提高两倍至70亿美元
霜落满天心如春
2023-04-01
$苹果(AAPL)$
虽然是只很垃圾的股票,但是架不住大势上涨,只能做多。
霜落满天心如春
2023-03-31
$第一共和银行(FRC)$
$苹果(AAPL)$
会否黑色星期五?
霜落满天心如春
2023-03-23
$苹果(AAPL)$
$苹果(AAPL)$ 虽然觉得苹果是只很差的股,但是架不住现在大势不能下跌,只能抬高买入苹果。
霜落满天心如春
2023-03-21
$第一共和银行(FRC)$
持续关注,跌到9块,就买200股,冲
去老虎APP查看更多动态
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拖着大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318198900289792","isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315423560036632,"gmtCreate":1718038669580,"gmtModify":1718070535461,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>美股牛逼的地方在于不管发生多么恶劣的情况,只要随便拉一只股票,整体市场就能稳住。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>美股牛逼的地方在于不管发生多么恶劣的情况,只要随便拉一只股票,整体市场就能稳住。","text":"$纳斯达克(.IXIC)$ 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全世界人手一块,当饼干吃。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/313639575195904","isVote":1,"tweetType":1,"viewCount":3972,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549406411575381","authorId":"3549406411575381","name":"彭导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3549406411575381","authorIdStr":"3549406411575381"},"content":"哈哈 我就在想凭什么超过苹果。手机可以人手一个,显卡能吗","text":"哈哈 我就在想凭什么超过苹果。手机可以人手一个,显卡能吗","html":"哈哈 我就在想凭什么超过苹果。手机可以人手一个,显卡能吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308208014897248,"gmtCreate":1716267998392,"gmtModify":1716267999827,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"跑","listText":"跑","text":"跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308208014897248","repostId":"1156581561","repostType":2,"repost":{"id":"1156581561","kind":"news","pubTimestamp":1716266240,"share":"https://www.laohu8.com/m/news/1156581561?lang=&edition=full","pubTime":"2024-05-21 12:37","market":"sh","language":"zh","title":"中国股市大反弹可持续吗?高盛、汇丰说了同一句话:别离场!","url":"https://stock-news.laohu8.com/highlight/detail?id=1156581561","media":"华尔街见闻","summary":"接下来6个月的最大回报率平均能达到35%。","content":"<html><head></head><body><p>作者:李笑寅</p><p>大反弹后,谈离场仍为时尚早。</p><p style=\"text-align: justify;\">近月以来,中国股市涨势凌厉,A股沪指从2月初的低点以来反弹逾17%,港股恒指更是稳步进入技术性牛市(即涨幅超过20%),实现全面“大反攻”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b6b59161a9cca1340ec3650a9e9b3f9\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">对投资者来说,下一个问题是:是趁高卖出还是继续持有?</p><p style=\"text-align: justify;\">高盛、汇丰分别在5月20日发布最新研报,称从历史数据的角度出发,本轮反弹行情尚处中期阶段,股市仍有上行空间。</p><h2 id=\"id_3740214401\" style=\"text-align: start;\">历史证明,反弹尚未结束</h2><p style=\"text-align: justify;\">从历史数据来看,中国市场的反弹可能还没到结束的时候。</p><p style=\"text-align: justify;\">高盛表示,过去20年来的数据显示,<strong>进入技术性牛市后,市场有60%的可能会继续上涨,接下来6个月的最大回报率平均能达到35%。</strong></p><p style=\"text-align: justify;\">汇丰指出,2000年以来,恒生国企指数出现过12次平均5个月内反弹超过30%的情形,而每次反弹后,该指数的涨势又持续了四个月,平均回报率为27%。</p><p style=\"text-align: justify;\">这意味着,<strong>恒生国企指数2000年以来的每次大反弹都会持续九个月,平均回报率为40-50%</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2beb66401981b1ec23e1ca2591c784f1\" title=\"\" tg-width=\"503\" tg-height=\"271\"/></p><p style=\"text-align: justify;\">那么接下来,继续支撑股市反弹的动力何在?汇丰认为有以下因素:</p><blockquote><p style=\"text-align: justify;\">1)中国股市的整体估值仍低于5年前的平均水平,便宜的估值会带来相应的支撑。</p><p style=\"text-align: justify;\">2)企业股票回购规模可能会有所增加,“降息降准”年内仍有空间。</p><p style=\"text-align: justify;\">3)港股市场有高达四分之一的买盘来自南向资金,外资的买入空间还很大。</p><p style=\"text-align: justify;\">4)支持性政策持续发力。</p></blockquote><p style=\"text-align: justify;\">高盛在报告中总结道,在政策支持、估值吸引力及盈利潜力的三重利好下,对中国市场的展望依然积极。</p><h2 id=\"id_3520762643\" style=\"text-align: start;\">下一个关键驱动因素:盈利</h2><p style=\"text-align: justify;\">高盛指出,随着反弹行情持续,<strong>驱动涨势的关键因素将会从估值扩张转向盈利修正</strong>,这预示着盈利业绩将对牛市持续性产生重要影响。</p><blockquote><p style=\"text-align: justify;\">我们对共23个案例的研究表明,估值扩张是最初20%涨幅背后的主要推动力,但到达20%临界点后,涨势的延续部分取决于共识盈利修正,在7个案例中,共识盈利修正平均提高了10%,在随后的6个月中,指数又反弹了 35%,达到峰值。</p></blockquote><p style=\"text-align: justify;\">汇丰指出,就短期来看,目前任何有关盈利的利好消息都会给股市带来一定支撑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d1e9ccf4a380b8c799ee464ce262f2c\" title=\"\" tg-width=\"280\" tg-height=\"274\"/></p><p style=\"text-align: justify;\">长期看,确实存在共识盈利预期下调的风险,但可能要到2024年四季度才会显露,在此之前股市仍有很大支撑。</p><blockquote><p style=\"text-align: justify;\">2023年,受到房地产和商品部门的拖累,中国企业的EPS增长率为7%,但如果剔除这两个部门的影响,其他行业的整体EPS增长了15%。</p><p style=\"text-align: justify;\">虽然一季度盈利总体情况不及预期,导致对全年盈利的预期有所下调,但全年的盈利预期主要取决于四季度的盈利情况。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a797b63fa70197a7f97a77ee2a1d10f1\" title=\"\" tg-width=\"529\" tg-height=\"297\"/></p></blockquote></body></html>","source":"live_wallstreetcn","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>中国股市大反弹可持续吗?高盛、汇丰说了同一句话:别离场!</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中国股市大反弹可持续吗?高盛、汇丰说了同一句话:别离场!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-21 12:37 北京时间 <a href=https://wallstreetcn.com/articles/3715353><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:李笑寅大反弹后,谈离场仍为时尚早。近月以来,中国股市涨势凌厉,A股沪指从2月初的低点以来反弹逾17%,港股恒指更是稳步进入技术性牛市(即涨幅超过20%),实现全面“大反攻”。对投资者来说,下一个问题是:是趁高卖出还是继续持有?高盛、汇丰分别在5月20日发布最新研报,称从历史数据的角度出发,本轮反弹行情尚处中期阶段,股市仍有上行空间。历史证明,反弹尚未结束从历史数据来看,中国市场的反弹可能还...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715353\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3715353","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156581561","content_text":"作者:李笑寅大反弹后,谈离场仍为时尚早。近月以来,中国股市涨势凌厉,A股沪指从2月初的低点以来反弹逾17%,港股恒指更是稳步进入技术性牛市(即涨幅超过20%),实现全面“大反攻”。对投资者来说,下一个问题是:是趁高卖出还是继续持有?高盛、汇丰分别在5月20日发布最新研报,称从历史数据的角度出发,本轮反弹行情尚处中期阶段,股市仍有上行空间。历史证明,反弹尚未结束从历史数据来看,中国市场的反弹可能还没到结束的时候。高盛表示,过去20年来的数据显示,进入技术性牛市后,市场有60%的可能会继续上涨,接下来6个月的最大回报率平均能达到35%。汇丰指出,2000年以来,恒生国企指数出现过12次平均5个月内反弹超过30%的情形,而每次反弹后,该指数的涨势又持续了四个月,平均回报率为27%。这意味着,恒生国企指数2000年以来的每次大反弹都会持续九个月,平均回报率为40-50%。那么接下来,继续支撑股市反弹的动力何在?汇丰认为有以下因素:1)中国股市的整体估值仍低于5年前的平均水平,便宜的估值会带来相应的支撑。2)企业股票回购规模可能会有所增加,“降息降准”年内仍有空间。3)港股市场有高达四分之一的买盘来自南向资金,外资的买入空间还很大。4)支持性政策持续发力。高盛在报告中总结道,在政策支持、估值吸引力及盈利潜力的三重利好下,对中国市场的展望依然积极。下一个关键驱动因素:盈利高盛指出,随着反弹行情持续,驱动涨势的关键因素将会从估值扩张转向盈利修正,这预示着盈利业绩将对牛市持续性产生重要影响。我们对共23个案例的研究表明,估值扩张是最初20%涨幅背后的主要推动力,但到达20%临界点后,涨势的延续部分取决于共识盈利修正,在7个案例中,共识盈利修正平均提高了10%,在随后的6个月中,指数又反弹了 35%,达到峰值。汇丰指出,就短期来看,目前任何有关盈利的利好消息都会给股市带来一定支撑。长期看,确实存在共识盈利预期下调的风险,但可能要到2024年四季度才会显露,在此之前股市仍有很大支撑。2023年,受到房地产和商品部门的拖累,中国企业的EPS增长率为7%,但如果剔除这两个部门的影响,其他行业的整体EPS增长了15%。虽然一季度盈利总体情况不及预期,导致对全年盈利的预期有所下调,但全年的盈利预期主要取决于四季度的盈利情况。","news_type":1,"symbols_score_info":{"000001.SH":1.1,"HSI":1.1}},"isVote":1,"tweetType":1,"viewCount":1488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273419624775888,"gmtCreate":1707790601471,"gmtModify":1707790602466,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UCAR\">$优品车(UCAR)$ </a>绝无仅有了吧","listText":"<a href=\"https://laohu8.com/S/UCAR\">$优品车(UCAR)$ </a>绝无仅有了吧","text":"$优品车(UCAR)$ 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看看是否还能一人拉住整个大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651505132","isVote":1,"tweetType":1,"viewCount":1836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651981093,"gmtCreate":1681409780712,"gmtModify":1681409782212,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"然后卖不掉?","listText":"然后卖不掉?","text":"然后卖不掉?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651981093","repostId":"1182506069","repostType":2,"repost":{"id":"1182506069","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯!第一时间把握全球政策动向,先人一步了解主流资金流向,监测主力行踪,解读公司公告,追踪活跃个股,让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1681359414,"share":"https://www.laohu8.com/m/news/1182506069?lang=&edition=full","pubTime":"2023-04-13 12:16","market":"us","language":"zh","title":"苹果于印度iPhone产量提高两倍至70亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1182506069","media":"智通财经APP","summary":"4月13日,苹果公司上一财年在印度组装了超过70亿美元的iPhone,产量增长了两倍。通过富士康、和硕等合作伙伴的扩产,苹果目前在印度生产了近7%的iPhone,而2021年印度的iPhone产量估计","content":"<html><head></head><body><p style=\"text-align: justify;\">4月13日,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司上一财年在印度组装了超过70亿美元的iPhone,产量增长了两倍。通过富士康、和硕等合作伙伴的扩产,苹果目前在印度生产了近7%的iPhone,而2021年印度的iPhone产量估计仅占全球的1%。</p><p style=\"text-align: justify;\">知情人士透露,苹果的长期合作伙伴在过去一年里迅速增加了装配线。与此同时,印度总理莫迪推出了一系列刺激措施,以提振当地制造业。</p><p style=\"text-align: justify;\">知情人士称,在截至2023年3月的一年里,苹果在印度的iPhone出口规模约50亿美元,几乎是上一期的四倍。苹果可能会尝试于2023年秋季在印度和中国同时生产下一代iPhone。如果是这样,这将是iPhone首次同时在印度和中国组装。如果继续积极扩张供应商,到2025年,苹果可能会在印度组装四分之一的iPhone。</p><p style=\"text-align: justify;\">苹果已经意识到供应链多样化的必要性,它成功地在印度游说获得了激励措施,并推动供应商富士康和和硕等在当地扩大生产。这三家公司在印度总共雇佣了约6万名员工,在印度生产从iPhone 11到最新的iPhone 14等各种型号的手机。</p><p style=\"text-align: justify;\">此外,苹果公司将于下周在印度开设首批两家直营店,一家在金融中心孟买,另一家在首都新德里。苹果首席执行长库克计划飞往印度,亲自为这两家门店揭幕,突显出印度市场对苹果日益重要。</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>苹果于印度iPhone产量提高两倍至70亿美元</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{ 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}\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苹果于印度iPhone产量提高两倍至70亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2023-04-13 12:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">4月13日,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司上一财年在印度组装了超过70亿美元的iPhone,产量增长了两倍。通过富士康、和硕等合作伙伴的扩产,苹果目前在印度生产了近7%的iPhone,而2021年印度的iPhone产量估计仅占全球的1%。</p><p style=\"text-align: justify;\">知情人士透露,苹果的长期合作伙伴在过去一年里迅速增加了装配线。与此同时,印度总理莫迪推出了一系列刺激措施,以提振当地制造业。</p><p style=\"text-align: justify;\">知情人士称,在截至2023年3月的一年里,苹果在印度的iPhone出口规模约50亿美元,几乎是上一期的四倍。苹果可能会尝试于2023年秋季在印度和中国同时生产下一代iPhone。如果是这样,这将是iPhone首次同时在印度和中国组装。如果继续积极扩张供应商,到2025年,苹果可能会在印度组装四分之一的iPhone。</p><p style=\"text-align: justify;\">苹果已经意识到供应链多样化的必要性,它成功地在印度游说获得了激励措施,并推动供应商富士康和和硕等在当地扩大生产。这三家公司在印度总共雇佣了约6万名员工,在印度生产从iPhone 11到最新的iPhone 14等各种型号的手机。</p><p style=\"text-align: justify;\">此外,苹果公司将于下周在印度开设首批两家直营店,一家在金融中心孟买,另一家在首都新德里。苹果首席执行长库克计划飞往印度,亲自为这两家门店揭幕,突显出印度市场对苹果日益重要。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0444971666.USD":"天利全球科技基金","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4554":"元宇宙及AR概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) 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(A)","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182506069","content_text":"4月13日,苹果公司上一财年在印度组装了超过70亿美元的iPhone,产量增长了两倍。通过富士康、和硕等合作伙伴的扩产,苹果目前在印度生产了近7%的iPhone,而2021年印度的iPhone产量估计仅占全球的1%。知情人士透露,苹果的长期合作伙伴在过去一年里迅速增加了装配线。与此同时,印度总理莫迪推出了一系列刺激措施,以提振当地制造业。知情人士称,在截至2023年3月的一年里,苹果在印度的iPhone出口规模约50亿美元,几乎是上一期的四倍。苹果可能会尝试于2023年秋季在印度和中国同时生产下一代iPhone。如果是这样,这将是iPhone首次同时在印度和中国组装。如果继续积极扩张供应商,到2025年,苹果可能会在印度组装四分之一的iPhone。苹果已经意识到供应链多样化的必要性,它成功地在印度游说获得了激励措施,并推动供应商富士康和和硕等在当地扩大生产。这三家公司在印度总共雇佣了约6万名员工,在印度生产从iPhone 11到最新的iPhone 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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>只要七姐妹有一只可以拉着横盘,指数就跌不下去,美股的玩法是真牛","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>只要七姐妹有一只可以拉着横盘,指数就跌不下去,美股的玩法是真牛","text":"$纳斯达克(.IXIC)$ 只要七姐妹有一只可以拉着横盘,指数就跌不下去,美股的玩法是真牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254180621996344","isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202432117203120,"gmtCreate":1690426170107,"gmtModify":1690426171862,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"恒生指数从1990年的低点,上涨将近8万多倍,势将步入技术性牛市","listText":"恒生指数从1990年的低点,上涨将近8万多倍,势将步入技术性牛市","text":"恒生指数从1990年的低点,上涨将近8万多倍,势将步入技术性牛市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202432117203120","repostId":"1130937450","repostType":4,"repost":{"id":"1130937450","kind":"news","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":1690424212,"share":"https://www.laohu8.com/m/news/1130937450?lang=&edition=full","pubTime":"2023-07-27 10:16","market":"hk","language":"zh","title":"港股三大指数高开高走!恒生科技指数步入技术性牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=1130937450","media":"老虎资讯综合","summary":"7月27日,恒生科技指数涨幅扩大至3%,恒指涨1.5%;汽车产业链爆发,$小鹏汽车-W(09868)$大涨超30%,$蔚来-SW(09866)$、$耐世特(01316)$、$浙江世宝(01057)$等多股涨超10%。","content":"<html><head></head><body><p>7月27日,恒生科技指数涨幅扩大至3%,该指数自五月低点上涨20%,势将步入技术性牛市;恒指涨1.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d82fd825532dfc925ccdc72322569c93\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>汽车产业链爆发,<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>大涨超30%,<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>、<a href=\"https://laohu8.com/S/01316\">耐世特</a>、<a href=\"https://laohu8.com/S/01057\">浙江世宝</a>等多股涨超10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c348a29fdc378170604c40f8afff4d9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>科网股普涨,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>、<a href=\"https://laohu8.com/S/09999\">网易-S</a>均涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26e65f344956bb18a84469a2a391b4e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股内房股震荡走高,<a href=\"https://laohu8.com/S/02007\">碧桂园</a>涨超7%,<a href=\"https://laohu8.com/S/01030\">新城发展</a>涨超6%,<a href=\"https://laohu8.com/S/01109\">华润置地</a>、<a href=\"https://laohu8.com/S/00960\">龙湖集团</a>涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48130e7ccff32ccea9c55923e0567bde\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股体育用品股多数走高,<a href=\"https://laohu8.com/S/02331\">李宁</a>涨超6%,<a href=\"https://laohu8.com/S/06110\">滔搏</a>涨超3%,<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、<a href=\"https://laohu8.com/S/01368\">特步国际</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6659b160c4cd54dd87af1424a61dc3c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股<a href=\"https://laohu8.com/S/AAPL\">苹果</a>概念股持续上涨,<a href=\"https://laohu8.com/S/01478\">丘钛科技</a>、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>涨超4%,<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>涨近3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85359b1e13f82cf109d0c3cbbb3ee557\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股餐饮股持续上扬,<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>涨超7.7%、<a href=\"https://laohu8.com/S/09869\">海伦司</a>、<a href=\"https://laohu8.com/S/06862\">海底捞</a>均涨3%,<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>、<a href=\"https://laohu8.com/S/09987\">百胜中国</a>跟涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5a94a4aa6081450b618f0d735429efd\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE 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}\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港股三大指数高开高走!恒生科技指数步入技术性牛市\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\">2023-07-27 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月27日,恒生科技指数涨幅扩大至3%,该指数自五月低点上涨20%,势将步入技术性牛市;恒指涨1.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d82fd825532dfc925ccdc72322569c93\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>汽车产业链爆发,<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>大涨超30%,<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>、<a href=\"https://laohu8.com/S/01316\">耐世特</a>、<a href=\"https://laohu8.com/S/01057\">浙江世宝</a>等多股涨超10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c348a29fdc378170604c40f8afff4d9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>科网股普涨,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>、<a href=\"https://laohu8.com/S/09999\">网易-S</a>均涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26e65f344956bb18a84469a2a391b4e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股内房股震荡走高,<a href=\"https://laohu8.com/S/02007\">碧桂园</a>涨超7%,<a href=\"https://laohu8.com/S/01030\">新城发展</a>涨超6%,<a href=\"https://laohu8.com/S/01109\">华润置地</a>、<a href=\"https://laohu8.com/S/00960\">龙湖集团</a>涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48130e7ccff32ccea9c55923e0567bde\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股体育用品股多数走高,<a href=\"https://laohu8.com/S/02331\">李宁</a>涨超6%,<a href=\"https://laohu8.com/S/06110\">滔搏</a>涨超3%,<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、<a href=\"https://laohu8.com/S/01368\">特步国际</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6659b160c4cd54dd87af1424a61dc3c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股<a href=\"https://laohu8.com/S/AAPL\">苹果</a>概念股持续上涨,<a href=\"https://laohu8.com/S/01478\">丘钛科技</a>、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>涨超4%,<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>涨近3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85359b1e13f82cf109d0c3cbbb3ee557\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股餐饮股持续上扬,<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>涨超7.7%、<a href=\"https://laohu8.com/S/09869\">海伦司</a>、<a href=\"https://laohu8.com/S/06862\">海底捞</a>均涨3%,<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>、<a href=\"https://laohu8.com/S/09987\">百胜中国</a>跟涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5a94a4aa6081450b618f0d735429efd\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130937450","content_text":"7月27日,恒生科技指数涨幅扩大至3%,该指数自五月低点上涨20%,势将步入技术性牛市;恒指涨1.5%。汽车产业链爆发,小鹏汽车-W大涨超30%,蔚来-SW、耐世特、浙江世宝等多股涨超10%。科网股普涨,腾讯控股、阿里巴巴-SW、美团-W、京东集团-SW、哔哩哔哩-W、网易-S均涨超1%。港股内房股震荡走高,碧桂园涨超7%,新城发展涨超6%,华润置地、龙湖集团涨超3%。港股体育用品股多数走高,李宁涨超6%,滔搏涨超3%,安踏体育、特步国际涨超2%。港股苹果概念股持续上涨,丘钛科技、舜宇光学科技涨超4%,比亚迪电子涨近3%。港股餐饮股持续上扬,呷哺呷哺涨超7.7%、海伦司、海底捞均涨3%,奈雪的茶、百胜中国跟涨。","news_type":1,"symbols_score_info":{"09868":1.1,"HSI":1.1,"HSTECH":1}},"isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650276029,"gmtCreate":1679329316361,"gmtModify":1679329317753,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"<a 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拖着大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318198900289792","isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315423560036632,"gmtCreate":1718038669580,"gmtModify":1718070535461,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>美股牛逼的地方在于不管发生多么恶劣的情况,只要随便拉一只股票,整体市场就能稳住。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>美股牛逼的地方在于不管发生多么恶劣的情况,只要随便拉一只股票,整体市场就能稳住。","text":"$纳斯达克(.IXIC)$ 美股牛逼的地方在于不管发生多么恶劣的情况,只要随便拉一只股票,整体市场就能稳住。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315423560036632","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308208014897248,"gmtCreate":1716267998392,"gmtModify":1716267999827,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"跑","listText":"跑","text":"跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308208014897248","repostId":"1156581561","repostType":2,"repost":{"id":"1156581561","kind":"news","pubTimestamp":1716266240,"share":"https://www.laohu8.com/m/news/1156581561?lang=&edition=full","pubTime":"2024-05-21 12:37","market":"sh","language":"zh","title":"中国股市大反弹可持续吗?高盛、汇丰说了同一句话:别离场!","url":"https://stock-news.laohu8.com/highlight/detail?id=1156581561","media":"华尔街见闻","summary":"接下来6个月的最大回报率平均能达到35%。","content":"<html><head></head><body><p>作者:李笑寅</p><p>大反弹后,谈离场仍为时尚早。</p><p style=\"text-align: justify;\">近月以来,中国股市涨势凌厉,A股沪指从2月初的低点以来反弹逾17%,港股恒指更是稳步进入技术性牛市(即涨幅超过20%),实现全面“大反攻”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b6b59161a9cca1340ec3650a9e9b3f9\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">对投资者来说,下一个问题是:是趁高卖出还是继续持有?</p><p style=\"text-align: justify;\">高盛、汇丰分别在5月20日发布最新研报,称从历史数据的角度出发,本轮反弹行情尚处中期阶段,股市仍有上行空间。</p><h2 id=\"id_3740214401\" style=\"text-align: start;\">历史证明,反弹尚未结束</h2><p style=\"text-align: justify;\">从历史数据来看,中国市场的反弹可能还没到结束的时候。</p><p style=\"text-align: justify;\">高盛表示,过去20年来的数据显示,<strong>进入技术性牛市后,市场有60%的可能会继续上涨,接下来6个月的最大回报率平均能达到35%。</strong></p><p style=\"text-align: justify;\">汇丰指出,2000年以来,恒生国企指数出现过12次平均5个月内反弹超过30%的情形,而每次反弹后,该指数的涨势又持续了四个月,平均回报率为27%。</p><p style=\"text-align: justify;\">这意味着,<strong>恒生国企指数2000年以来的每次大反弹都会持续九个月,平均回报率为40-50%</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2beb66401981b1ec23e1ca2591c784f1\" title=\"\" tg-width=\"503\" tg-height=\"271\"/></p><p style=\"text-align: justify;\">那么接下来,继续支撑股市反弹的动力何在?汇丰认为有以下因素:</p><blockquote><p style=\"text-align: justify;\">1)中国股市的整体估值仍低于5年前的平均水平,便宜的估值会带来相应的支撑。</p><p style=\"text-align: justify;\">2)企业股票回购规模可能会有所增加,“降息降准”年内仍有空间。</p><p style=\"text-align: justify;\">3)港股市场有高达四分之一的买盘来自南向资金,外资的买入空间还很大。</p><p style=\"text-align: justify;\">4)支持性政策持续发力。</p></blockquote><p style=\"text-align: justify;\">高盛在报告中总结道,在政策支持、估值吸引力及盈利潜力的三重利好下,对中国市场的展望依然积极。</p><h2 id=\"id_3520762643\" style=\"text-align: start;\">下一个关键驱动因素:盈利</h2><p style=\"text-align: justify;\">高盛指出,随着反弹行情持续,<strong>驱动涨势的关键因素将会从估值扩张转向盈利修正</strong>,这预示着盈利业绩将对牛市持续性产生重要影响。</p><blockquote><p style=\"text-align: justify;\">我们对共23个案例的研究表明,估值扩张是最初20%涨幅背后的主要推动力,但到达20%临界点后,涨势的延续部分取决于共识盈利修正,在7个案例中,共识盈利修正平均提高了10%,在随后的6个月中,指数又反弹了 35%,达到峰值。</p></blockquote><p style=\"text-align: justify;\">汇丰指出,就短期来看,目前任何有关盈利的利好消息都会给股市带来一定支撑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d1e9ccf4a380b8c799ee464ce262f2c\" title=\"\" tg-width=\"280\" tg-height=\"274\"/></p><p style=\"text-align: justify;\">长期看,确实存在共识盈利预期下调的风险,但可能要到2024年四季度才会显露,在此之前股市仍有很大支撑。</p><blockquote><p style=\"text-align: justify;\">2023年,受到房地产和商品部门的拖累,中国企业的EPS增长率为7%,但如果剔除这两个部门的影响,其他行业的整体EPS增长了15%。</p><p style=\"text-align: justify;\">虽然一季度盈利总体情况不及预期,导致对全年盈利的预期有所下调,但全年的盈利预期主要取决于四季度的盈利情况。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a797b63fa70197a7f97a77ee2a1d10f1\" title=\"\" tg-width=\"529\" tg-height=\"297\"/></p></blockquote></body></html>","source":"live_wallstreetcn","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>中国股市大反弹可持续吗?高盛、汇丰说了同一句话:别离场!</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; 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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\">\n中国股市大反弹可持续吗?高盛、汇丰说了同一句话:别离场!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-21 12:37 北京时间 <a href=https://wallstreetcn.com/articles/3715353><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:李笑寅大反弹后,谈离场仍为时尚早。近月以来,中国股市涨势凌厉,A股沪指从2月初的低点以来反弹逾17%,港股恒指更是稳步进入技术性牛市(即涨幅超过20%),实现全面“大反攻”。对投资者来说,下一个问题是:是趁高卖出还是继续持有?高盛、汇丰分别在5月20日发布最新研报,称从历史数据的角度出发,本轮反弹行情尚处中期阶段,股市仍有上行空间。历史证明,反弹尚未结束从历史数据来看,中国市场的反弹可能还...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715353\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3715353","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156581561","content_text":"作者:李笑寅大反弹后,谈离场仍为时尚早。近月以来,中国股市涨势凌厉,A股沪指从2月初的低点以来反弹逾17%,港股恒指更是稳步进入技术性牛市(即涨幅超过20%),实现全面“大反攻”。对投资者来说,下一个问题是:是趁高卖出还是继续持有?高盛、汇丰分别在5月20日发布最新研报,称从历史数据的角度出发,本轮反弹行情尚处中期阶段,股市仍有上行空间。历史证明,反弹尚未结束从历史数据来看,中国市场的反弹可能还没到结束的时候。高盛表示,过去20年来的数据显示,进入技术性牛市后,市场有60%的可能会继续上涨,接下来6个月的最大回报率平均能达到35%。汇丰指出,2000年以来,恒生国企指数出现过12次平均5个月内反弹超过30%的情形,而每次反弹后,该指数的涨势又持续了四个月,平均回报率为27%。这意味着,恒生国企指数2000年以来的每次大反弹都会持续九个月,平均回报率为40-50%。那么接下来,继续支撑股市反弹的动力何在?汇丰认为有以下因素:1)中国股市的整体估值仍低于5年前的平均水平,便宜的估值会带来相应的支撑。2)企业股票回购规模可能会有所增加,“降息降准”年内仍有空间。3)港股市场有高达四分之一的买盘来自南向资金,外资的买入空间还很大。4)支持性政策持续发力。高盛在报告中总结道,在政策支持、估值吸引力及盈利潜力的三重利好下,对中国市场的展望依然积极。下一个关键驱动因素:盈利高盛指出,随着反弹行情持续,驱动涨势的关键因素将会从估值扩张转向盈利修正,这预示着盈利业绩将对牛市持续性产生重要影响。我们对共23个案例的研究表明,估值扩张是最初20%涨幅背后的主要推动力,但到达20%临界点后,涨势的延续部分取决于共识盈利修正,在7个案例中,共识盈利修正平均提高了10%,在随后的6个月中,指数又反弹了 35%,达到峰值。汇丰指出,就短期来看,目前任何有关盈利的利好消息都会给股市带来一定支撑。长期看,确实存在共识盈利预期下调的风险,但可能要到2024年四季度才会显露,在此之前股市仍有很大支撑。2023年,受到房地产和商品部门的拖累,中国企业的EPS增长率为7%,但如果剔除这两个部门的影响,其他行业的整体EPS增长了15%。虽然一季度盈利总体情况不及预期,导致对全年盈利的预期有所下调,但全年的盈利预期主要取决于四季度的盈利情况。","news_type":1,"symbols_score_info":{"000001.SH":1.1,"HSI":1.1}},"isVote":1,"tweetType":1,"viewCount":1488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253550886625544,"gmtCreate":1702920015928,"gmtModify":1702920016979,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>有意思,不涨个股,就涨指数","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>有意思,不涨个股,就涨指数","text":"$纳斯达克(.IXIC)$ 有意思,不涨个股,就涨指数","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253550886625544","isVote":1,"tweetType":1,"viewCount":2701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211331675336912,"gmtCreate":1692625606707,"gmtModify":1692625608168,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"年初的文章,专门收藏","listText":"年初的文章,专门收藏","text":"年初的文章,专门收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211331675336912","repostId":"1105578394","repostType":2,"isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}