会赚钱的马克斯的个人主页 - 老虎社区

会赚钱的马克斯

会赚钱的马克斯

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会赚钱的马克斯

2021-07-15

$Liquid Media Group Ltd.(YVR)$我还在高高的山顶等着！

会赚钱的马克斯

2021-04-28

[晕] [晕] [晕]

抱歉，原内容已删除

会赚钱的马克斯

2021-03-31

$游戏驿站(GME)$美股指数的反向指标，美股大涨，GME就大跌，美股大跌GME就不走寻常路！

会赚钱的马克斯

2021-03-30

$老虎证券(TIGR)$你是有毒吗？有业绩也跌，而且是暴跌！

会赚钱的马克斯

2021-03-26

$游戏驿站(GME)$ 股市轮回，现在又该多头狂欢了~

会赚钱的马克斯

2021-03-23

$ACB 20210326 11.5 CALL(ACB)$唉，快跌完了，没得玩了！

会赚钱的马克斯

2021-03-16

$游戏驿站(GME)$ 再见了~我已经跑了，这种过山车行情，天天熬夜盯GME，心脏有点受不了，还是换稳健型的票，晚上好好睡睡觉，感谢一路做多的兄弟，你们继续加油~~力挺！！！

会赚钱的马克斯

2021-03-12

$NLS Pharmaceutics Ltd.(NLSP)$拿好了，准备起飞，等待周一成妖！

会赚钱的马克斯

2021-03-11

YOLO

抱歉，原内容已删除

会赚钱的马克斯

2021-03-10

$游戏驿站(GME)$今天大概率还是复制昨晚的走势……

会赚钱的马克斯

2021-03-10

勇气可嘉~

@杠哥Barman:$游戏驿站(GME)$被强平了100股，空头还没放弃，加油！

会赚钱的马克斯

2021-03-09

追涨割一把新鲜韭菜而已

港股短线拉升，恒指由跌转升

会赚钱的马克斯

2021-03-09

看好后市跌破3000

“官媒”密集采访：中信、中金看好A股后市

会赚钱的马克斯

2021-03-09

江湖套路深呀！

抱歉，原内容已删除

会赚钱的马克斯

2021-03-09

$游戏驿站(GME)$睡一觉，撑不住了，精准挂单挂在顶峰，4点闹钟醒了，继续买回来！

会赚钱的马克斯

2021-03-05

$游戏驿站(GME)$狼若回头不是报恩就是报仇，GME就是头凶猛的狼，**空头！！！

会赚钱的马克斯

2021-03-04

$游戏驿站(GME)$多头继续，YOLO～～向800$发起冲刺！

会赚钱的马克斯

2021-03-03

$游戏驿站(GME)$越审查越疯狂，现在已经不是米国的散户做多GME，全球的散户都来了

会赚钱的马克斯

2021-03-03

真的假的

抱歉，原内容已删除

会赚钱的马克斯

2021-02-27

$游戏驿站(GME)$You Only Live Once！！！

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320+"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323582837,"gmtCreate":1615355994529,"gmtModify":1703487810492,"author":{"id":"3552094653875385","authorId":"3552094653875385","name":"会赚钱的马克斯","avatar":"https://static.tigerbbs.com/ab57830f1bd1f2b5d14c39fda323d7bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552094653875385","authorIdStr":"3552094653875385"},"themes":[],"htmlText":"勇气可嘉~","listText":"勇气可嘉~","text":"勇气可嘉~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323582837","repostId":"323214855","repostType":1,"repost":{"id":323214855,"gmtCreate":1615344517677,"gmtModify":1703487653069,"author":{"id":"3535495773050700","authorId":"3535495773050700","name":"杠哥Barman","avatar":"https://static.tigerbbs.com/5c894a690f8f580f2c6872e0ae897db9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535495773050700","authorIdStr":"3535495773050700"},"themes":[],"htmlText":"<a 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10:09","market":"hk","language":"zh","title":"港股短线拉升，恒指由跌转升","url":"https://stock-news.laohu8.com/highlight/detail?id=1159567148","media":"老虎资讯综合","summary":"3月9日讯，恒指由跌转升，恒生科技指数跌幅收窄至1.7%，此前一度跌4.6%。富时中国A50指数期货转涨，此前一度跌超1%。","content":"<p>3月9日讯，恒指由跌转升，恒生科技指数跌幅收窄至1.7%，此前一度跌4.6%。</p><p>富时中国A50指数期货转涨，此前一度跌超1%。<img src=\"https://static.tigerbbs.com/fb625b28a3accd78dc0e830319194d4f\" 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>港股短线拉升，恒指由跌转升</title>\n<style 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10:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月9日讯，恒指由跌转升，恒生科技指数跌幅收窄至1.7%，此前一度跌4.6%。</p><p>富时中国A50指数期货转涨，此前一度跌超1%。<img src=\"https://static.tigerbbs.com/fb625b28a3accd78dc0e830319194d4f\" 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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159567148","content_text":"3月9日讯，恒指由跌转升，恒生科技指数跌幅收窄至1.7%，此前一度跌4.6%。富时中国A50指数期货转涨，此前一度跌超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323054885,"gmtCreate":1615292638847,"gmtModify":1703486860349,"author":{"id":"3552094653875385","authorId":"3552094653875385","name":"会赚钱的马克斯","avatar":"https://static.tigerbbs.com/ab57830f1bd1f2b5d14c39fda323d7bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552094653875385","authorIdStr":"3552094653875385"},"themes":[],"htmlText":"看好后市跌破3000","listText":"看好后市跌破3000","text":"看好后市跌破3000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323054885","repostId":"1149718665","repostType":4,"repost":{"id":"1149718665","kind":"news","pubTimestamp":1615257872,"share":"https://www.laohu8.com/m/news/1149718665?lang=&edition=full","pubTime":"2021-03-09 10:44","market":"sh","language":"zh","title":"“官媒”密集采访：中信、中金看好A股后市","url":"https://stock-news.laohu8.com/highlight/detail?id=1149718665","media":"华尔街见闻","summary":"市场压力短期快速释放后，新主线配置价值已有所提高。","content":"<p>作者：于旭东</p><p>近期，虽然A股市场继续波动调整，但卖方分析师依然对目前行情表示乐观。</p><p>昨日，《上海证券报》及《中国证券报》分别采访了中金公司董事总经理黄海洲和中信证券首席策略分析师秦培景，两位分析师皆看好A股后市发展。</p><p>中金公司黄海洲认为，本轮A股的较大调整与外围市场流动性相对趋紧和美国通胀预期上升直接相关，并不是对国内环境产生变化的担心。部分估值偏高的个股向更加理性的方向回归是正常的事情，市场不需要太过担心。</p><p>中信证券秦培景认为，近期市场调整一定程度上受到国内外市场流动性预期变化的影响。预计后续随着市场预期趋于平稳，市场的支撑会逐渐显现。与此同时，在市场压力短期快速释放过后，新主线的配置价值已有所提高。</p><p><b>以下是《上海证券报》对中金公司黄海洲的采访：</b></p><blockquote>中金公司黄海洲：估值理性回归是正常现象看好A股后市发展</blockquote><blockquote>3月8日，中金公司董事总经理、股票业务部负责人黄海洲在接受上海证券报记者采访时表示，最近前期机构重仓股调整的比较明显，从资本市场的健康发展的角度出发，部分估值偏高的个股向更加理性的方向回归是正常的事情，市场不需要太过担心。</blockquote><blockquote>同时，黄海洲强调，近期外围市场波动较大，10年期美债利率有所攀升，市场产生全球流动性紧缩的担心。本轮A股的较大调整与外围市场流动性相对趋紧和美国通胀预期上升直接相关，并不是对国内环境产生变化的担心。</blockquote><blockquote>黄海洲表示，目前利率上升的幅度还不是太高，并没有出现经济过热的问题。利率上升的过程当中，有一些传统的周期股价值更加凸显，会出现板块的轮动效应，对资本市场的压力并不大，股市依然存在较好的赚钱效应。</blockquote><blockquote>“总体而言，2021年全球经济和中国经济将持续向好发展，目前利率从低水平向上升，实际上是脱离通缩的风险在向常态化方向走的过程当中。”与此同时，他认为目前在财政政策、货币政策方面，可用的政策工具还很多，因此投资者在做好审慎决策的前提下，对后市的发展不需要太过担心。</blockquote><p><b>以下是《中国证券报》对中信证券秦培景的采访：</b></p><blockquote>中信证券：压力正快速释放 支撑将逐渐显现</blockquote><blockquote>3月8日，A股市场调整明显。中信证券首席策略分析师秦培景当日在接受中国证券报记者采访时表示，近期市场调整一定程度上受到国内外市场流动性预期变化的影响。预计后续随着市场预期趋于平稳，市场的支撑会逐渐显现。与此同时，在市场压力短期快速释放过后，新主线的配置价值已有所提高。</blockquote><blockquote><b>调整源于内外流动性预期共振</b></blockquote><blockquote>3月8日，A股市场主要股指下跌，其中创业板指和科创50指数均跌逾4%。</blockquote><blockquote>“随着经济与通胀上行预期升温，美联储提前收紧货币政策的预期不断强化。”秦培景分析，近期美国公布的2月非农就业数据远超预期，美国参议院通过1.9万亿美元财政刺激法案，市场通胀预期持续上升，均进一步加剧了投资者对美国货币政策提前收紧的担忧。</blockquote><blockquote>他认为， 3月8日亚盘，新兴市场国家债券遭到抛售，同时午盘美元继续冲高并突破92，引起了资金流出新兴市场的担忧。内外流动性预期共振短期打破了A股流动性平衡。</blockquote><blockquote><b>支撑会越来越强</b></blockquote><blockquote>秦培景认为，市场压力正快速释放，流动性预期稳定后市场获得的支撑会越来越强。一方面，代表性的机构重仓板块的估值已明显回落，而前期新发待建仓基金产品的规模依然比较大，未来对回调充分的机构重仓股会起到“稳定器”的作用。另一方面，预计近期集中披露的上市公司年报和一季报对应的盈利增速较高，也会对市场提供一定的支撑。</blockquote><blockquote>“A股已经步入‘慢涨三部曲’中的平静期，预计这一阶段将持续数月，期间将呈现经济稳步改善、政策平稳、市场风格平衡三大特征。”秦培景表示，压力短期快速释放，提高了新主线的配置价值。从月度上看，建议适当增仓地产、保险等低估值、高性价比防御板块，并延续对化工、有色的高景气度顺周期板块的配置，同时关注“碳中和”主题下短期受益最明显的钢铁。季度维度，建议重点布局“五大安全”领域中高性价比的科技和军工，重点关注科技安全和国防安全，同时增配去年因疫情受损的相关行业板块，如汽车零部件、家电家居、旅游酒店、航空等。</blockquote>","source":"highlight_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>“官媒”密集采访：中信、中金看好A股后市</title>\n<style 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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“官媒”密集采访：中信、中金看好A股后市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 10:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3622903><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：于旭东近期，虽然A股市场继续波动调整，但卖方分析师依然对目前行情表示乐观。昨日，《上海证券报》及《中国证券报》分别采访了中金公司董事总经理黄海洲和中信证券首席策略分析师秦培景，两位分析师皆看好A股后市发展。中金公司黄海洲认为，本轮A股的较大调整与外围市场流动性相对趋紧和美国通胀预期上升直接相关，并不是对国内环境产生变化的担心。部分估值偏高的个股向更加理性的方向回归是正常的事情，市场不需要太过...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3622903\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3622903","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1149718665","content_text":"作者：于旭东近期，虽然A股市场继续波动调整，但卖方分析师依然对目前行情表示乐观。昨日，《上海证券报》及《中国证券报》分别采访了中金公司董事总经理黄海洲和中信证券首席策略分析师秦培景，两位分析师皆看好A股后市发展。中金公司黄海洲认为，本轮A股的较大调整与外围市场流动性相对趋紧和美国通胀预期上升直接相关，并不是对国内环境产生变化的担心。部分估值偏高的个股向更加理性的方向回归是正常的事情，市场不需要太过担心。中信证券秦培景认为，近期市场调整一定程度上受到国内外市场流动性预期变化的影响。预计后续随着市场预期趋于平稳，市场的支撑会逐渐显现。与此同时，在市场压力短期快速释放过后，新主线的配置价值已有所提高。以下是《上海证券报》对中金公司黄海洲的采访：中金公司黄海洲：估值理性回归是正常现象看好A股后市发展3月8日，中金公司董事总经理、股票业务部负责人黄海洲在接受上海证券报记者采访时表示，最近前期机构重仓股调整的比较明显，从资本市场的健康发展的角度出发，部分估值偏高的个股向更加理性的方向回归是正常的事情，市场不需要太过担心。同时，黄海洲强调，近期外围市场波动较大，10年期美债利率有所攀升，市场产生全球流动性紧缩的担心。本轮A股的较大调整与外围市场流动性相对趋紧和美国通胀预期上升直接相关，并不是对国内环境产生变化的担心。黄海洲表示，目前利率上升的幅度还不是太高，并没有出现经济过热的问题。利率上升的过程当中，有一些传统的周期股价值更加凸显，会出现板块的轮动效应，对资本市场的压力并不大，股市依然存在较好的赚钱效应。“总体而言，2021年全球经济和中国经济将持续向好发展，目前利率从低水平向上升，实际上是脱离通缩的风险在向常态化方向走的过程当中。”与此同时，他认为目前在财政政策、货币政策方面，可用的政策工具还很多，因此投资者在做好审慎决策的前提下，对后市的发展不需要太过担心。以下是《中国证券报》对中信证券秦培景的采访：中信证券：压力正快速释放 支撑将逐渐显现3月8日，A股市场调整明显。中信证券首席策略分析师秦培景当日在接受中国证券报记者采访时表示，近期市场调整一定程度上受到国内外市场流动性预期变化的影响。预计后续随着市场预期趋于平稳，市场的支撑会逐渐显现。与此同时，在市场压力短期快速释放过后，新主线的配置价值已有所提高。调整源于内外流动性预期共振3月8日，A股市场主要股指下跌，其中创业板指和科创50指数均跌逾4%。“随着经济与通胀上行预期升温，美联储提前收紧货币政策的预期不断强化。”秦培景分析，近期美国公布的2月非农就业数据远超预期，美国参议院通过1.9万亿美元财政刺激法案，市场通胀预期持续上升，均进一步加剧了投资者对美国货币政策提前收紧的担忧。他认为， 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10:44","market":"sh","language":"zh","title":"“官媒”密集采访：中信、中金看好A股后市","url":"https://stock-news.laohu8.com/highlight/detail?id=1149718665","media":"华尔街见闻","summary":"市场压力短期快速释放后，新主线配置价值已有所提高。","content":"<p>作者：于旭东</p><p>近期，虽然A股市场继续波动调整，但卖方分析师依然对目前行情表示乐观。</p><p>昨日，《上海证券报》及《中国证券报》分别采访了中金公司董事总经理黄海洲和中信证券首席策略分析师秦培景，两位分析师皆看好A股后市发展。</p><p>中金公司黄海洲认为，本轮A股的较大调整与外围市场流动性相对趋紧和美国通胀预期上升直接相关，并不是对国内环境产生变化的担心。部分估值偏高的个股向更加理性的方向回归是正常的事情，市场不需要太过担心。</p><p>中信证券秦培景认为，近期市场调整一定程度上受到国内外市场流动性预期变化的影响。预计后续随着市场预期趋于平稳，市场的支撑会逐渐显现。与此同时，在市场压力短期快速释放过后，新主线的配置价值已有所提高。</p><p><b>以下是《上海证券报》对中金公司黄海洲的采访：</b></p><blockquote>中金公司黄海洲：估值理性回归是正常现象看好A股后市发展</blockquote><blockquote>3月8日，中金公司董事总经理、股票业务部负责人黄海洲在接受上海证券报记者采访时表示，最近前期机构重仓股调整的比较明显，从资本市场的健康发展的角度出发，部分估值偏高的个股向更加理性的方向回归是正常的事情，市场不需要太过担心。</blockquote><blockquote>同时，黄海洲强调，近期外围市场波动较大，10年期美债利率有所攀升，市场产生全球流动性紧缩的担心。本轮A股的较大调整与外围市场流动性相对趋紧和美国通胀预期上升直接相关，并不是对国内环境产生变化的担心。</blockquote><blockquote>黄海洲表示，目前利率上升的幅度还不是太高，并没有出现经济过热的问题。利率上升的过程当中，有一些传统的周期股价值更加凸显，会出现板块的轮动效应，对资本市场的压力并不大，股市依然存在较好的赚钱效应。</blockquote><blockquote>“总体而言，2021年全球经济和中国经济将持续向好发展，目前利率从低水平向上升，实际上是脱离通缩的风险在向常态化方向走的过程当中。”与此同时，他认为目前在财政政策、货币政策方面，可用的政策工具还很多，因此投资者在做好审慎决策的前提下，对后市的发展不需要太过担心。</blockquote><p><b>以下是《中国证券报》对中信证券秦培景的采访：</b></p><blockquote>中信证券：压力正快速释放 支撑将逐渐显现</blockquote><blockquote>3月8日，A股市场调整明显。中信证券首席策略分析师秦培景当日在接受中国证券报记者采访时表示，近期市场调整一定程度上受到国内外市场流动性预期变化的影响。预计后续随着市场预期趋于平稳，市场的支撑会逐渐显现。与此同时，在市场压力短期快速释放过后，新主线的配置价值已有所提高。</blockquote><blockquote><b>调整源于内外流动性预期共振</b></blockquote><blockquote>3月8日，A股市场主要股指下跌，其中创业板指和科创50指数均跌逾4%。</blockquote><blockquote>“随着经济与通胀上行预期升温，美联储提前收紧货币政策的预期不断强化。”秦培景分析，近期美国公布的2月非农就业数据远超预期，美国参议院通过1.9万亿美元财政刺激法案，市场通胀预期持续上升，均进一步加剧了投资者对美国货币政策提前收紧的担忧。</blockquote><blockquote>他认为， 3月8日亚盘，新兴市场国家债券遭到抛售，同时午盘美元继续冲高并突破92，引起了资金流出新兴市场的担忧。内外流动性预期共振短期打破了A股流动性平衡。</blockquote><blockquote><b>支撑会越来越强</b></blockquote><blockquote>秦培景认为，市场压力正快速释放，流动性预期稳定后市场获得的支撑会越来越强。一方面，代表性的机构重仓板块的估值已明显回落，而前期新发待建仓基金产品的规模依然比较大，未来对回调充分的机构重仓股会起到“稳定器”的作用。另一方面，预计近期集中披露的上市公司年报和一季报对应的盈利增速较高，也会对市场提供一定的支撑。</blockquote><blockquote>“A股已经步入‘慢涨三部曲’中的平静期，预计这一阶段将持续数月，期间将呈现经济稳步改善、政策平稳、市场风格平衡三大特征。”秦培景表示，压力短期快速释放，提高了新主线的配置价值。从月度上看，建议适当增仓地产、保险等低估值、高性价比防御板块，并延续对化工、有色的高景气度顺周期板块的配置，同时关注“碳中和”主题下短期受益最明显的钢铁。季度维度，建议重点布局“五大安全”领域中高性价比的科技和军工，重点关注科技安全和国防安全，同时增配去年因疫情受损的相关行业板块，如汽车零部件、家电家居、旅游酒店、航空等。</blockquote>","source":"highlight_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>“官媒”密集采访：中信、中金看好A股后市</title>\n<style 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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“官媒”密集采访：中信、中金看好A股后市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 10:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3622903><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：于旭东近期，虽然A股市场继续波动调整，但卖方分析师依然对目前行情表示乐观。昨日，《上海证券报》及《中国证券报》分别采访了中金公司董事总经理黄海洲和中信证券首席策略分析师秦培景，两位分析师皆看好A股后市发展。中金公司黄海洲认为，本轮A股的较大调整与外围市场流动性相对趋紧和美国通胀预期上升直接相关，并不是对国内环境产生变化的担心。部分估值偏高的个股向更加理性的方向回归是正常的事情，市场不需要太过...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3622903\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3622903","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1149718665","content_text":"作者：于旭东近期，虽然A股市场继续波动调整，但卖方分析师依然对目前行情表示乐观。昨日，《上海证券报》及《中国证券报》分别采访了中金公司董事总经理黄海洲和中信证券首席策略分析师秦培景，两位分析师皆看好A股后市发展。中金公司黄海洲认为，本轮A股的较大调整与外围市场流动性相对趋紧和美国通胀预期上升直接相关，并不是对国内环境产生变化的担心。部分估值偏高的个股向更加理性的方向回归是正常的事情，市场不需要太过担心。中信证券秦培景认为，近期市场调整一定程度上受到国内外市场流动性预期变化的影响。预计后续随着市场预期趋于平稳，市场的支撑会逐渐显现。与此同时，在市场压力短期快速释放过后，新主线的配置价值已有所提高。以下是《上海证券报》对中金公司黄海洲的采访：中金公司黄海洲：估值理性回归是正常现象看好A股后市发展3月8日，中金公司董事总经理、股票业务部负责人黄海洲在接受上海证券报记者采访时表示，最近前期机构重仓股调整的比较明显，从资本市场的健康发展的角度出发，部分估值偏高的个股向更加理性的方向回归是正常的事情，市场不需要太过担心。同时，黄海洲强调，近期外围市场波动较大，10年期美债利率有所攀升，市场产生全球流动性紧缩的担心。本轮A股的较大调整与外围市场流动性相对趋紧和美国通胀预期上升直接相关，并不是对国内环境产生变化的担心。黄海洲表示，目前利率上升的幅度还不是太高，并没有出现经济过热的问题。利率上升的过程当中，有一些传统的周期股价值更加凸显，会出现板块的轮动效应，对资本市场的压力并不大，股市依然存在较好的赚钱效应。“总体而言，2021年全球经济和中国经济将持续向好发展，目前利率从低水平向上升，实际上是脱离通缩的风险在向常态化方向走的过程当中。”与此同时，他认为目前在财政政策、货币政策方面，可用的政策工具还很多，因此投资者在做好审慎决策的前提下，对后市的发展不需要太过担心。以下是《中国证券报》对中信证券秦培景的采访：中信证券：压力正快速释放 支撑将逐渐显现3月8日，A股市场调整明显。中信证券首席策略分析师秦培景当日在接受中国证券报记者采访时表示，近期市场调整一定程度上受到国内外市场流动性预期变化的影响。预计后续随着市场预期趋于平稳，市场的支撑会逐渐显现。与此同时，在市场压力短期快速释放过后，新主线的配置价值已有所提高。调整源于内外流动性预期共振3月8日，A股市场主要股指下跌，其中创业板指和科创50指数均跌逾4%。“随着经济与通胀上行预期升温，美联储提前收紧货币政策的预期不断强化。”秦培景分析，近期美国公布的2月非农就业数据远超预期，美国参议院通过1.9万亿美元财政刺激法案，市场通胀预期持续上升，均进一步加剧了投资者对美国货币政策提前收紧的担忧。他认为， 3月8日亚盘，新兴市场国家债券遭到抛售，同时午盘美元继续冲高并突破92，引起了资金流出新兴市场的担忧。内外流动性预期共振短期打破了A股流动性平衡。支撑会越来越强秦培景认为，市场压力正快速释放，流动性预期稳定后市场获得的支撑会越来越强。一方面，代表性的机构重仓板块的估值已明显回落，而前期新发待建仓基金产品的规模依然比较大，未来对回调充分的机构重仓股会起到“稳定器”的作用。另一方面，预计近期集中披露的上市公司年报和一季报对应的盈利增速较高，也会对市场提供一定的支撑。“A股已经步入‘慢涨三部曲’中的平静期，预计这一阶段将持续数月，期间将呈现经济稳步改善、政策平稳、市场风格平衡三大特征。”秦培景表示，压力短期快速释放，提高了新主线的配置价值。从月度上看，建议适当增仓地产、保险等低估值、高性价比防御板块，并延续对化工、有色的高景气度顺周期板块的配置，同时关注“碳中和”主题下短期受益最明显的钢铁。季度维度，建议重点布局“五大安全”领域中高性价比的科技和军工，重点关注科技安全和国防安全，同时增配去年因疫情受损的相关行业板块，如汽车零部件、家电家居、旅游酒店、航空等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100574589,"gmtCreate":1619625200641,"gmtModify":1619625200641,"author":{"id":"3552094653875385","authorId":"3552094653875385","name":"会赚钱的马克斯","avatar":"https://static.tigerbbs.com/ab57830f1bd1f2b5d14c39fda323d7bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552094653875385","authorIdStr":"3552094653875385"},"themes":[],"htmlText":"[晕]&nbsp;[晕]&nbsp;[晕]&nbsp;","listText":"[晕]&nbsp;[晕]&nbsp;[晕]&nbsp;","text":"[晕] 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>你是有毒吗？有业绩也跌，而且是暴跌！","text":"$老虎证券(TIGR)$你是有毒吗？有业绩也跌，而且是暴跌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354011046","isVote":1,"tweetType":1,"viewCount":3052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323057168,"gmtCreate":1615292675654,"gmtModify":1703486861914,"author":{"id":"3552094653875385","authorId":"3552094653875385","name":"会赚钱的马克斯","avatar":"https://static.tigerbbs.com/ab57830f1bd1f2b5d14c39fda323d7bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552094653875385","authorIdStr":"3552094653875385"},"themes":[],"htmlText":"追涨割一把新鲜韭菜而已","listText":"追涨割一把新鲜韭菜而已","text":"追涨割一把新鲜韭菜而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323057168","repostId":"1159567148","repostType":4,"repost":{"id":"1159567148","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":1615255756,"share":"https://www.laohu8.com/m/news/1159567148?lang=&edition=full","pubTime":"2021-03-09 10:09","market":"hk","language":"zh","title":"港股短线拉升，恒指由跌转升","url":"https://stock-news.laohu8.com/highlight/detail?id=1159567148","media":"老虎资讯综合","summary":"3月9日讯，恒指由跌转升，恒生科技指数跌幅收窄至1.7%，此前一度跌4.6%。富时中国A50指数期货转涨，此前一度跌超1%。","content":"<p>3月9日讯，恒指由跌转升，恒生科技指数跌幅收窄至1.7%，此前一度跌4.6%。</p><p>富时中国A50指数期货转涨，此前一度跌超1%。<img src=\"https://static.tigerbbs.com/fb625b28a3accd78dc0e830319194d4f\" 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>港股短线拉升，恒指由跌转升</title>\n<style 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10:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月9日讯，恒指由跌转升，恒生科技指数跌幅收窄至1.7%，此前一度跌4.6%。</p><p>富时中国A50指数期货转涨，此前一度跌超1%。<img src=\"https://static.tigerbbs.com/fb625b28a3accd78dc0e830319194d4f\" 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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159567148","content_text":"3月9日讯，恒指由跌转升，恒生科技指数跌幅收窄至1.7%，此前一度跌4.6%。富时中国A50指数期货转涨，此前一度跌超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}