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山猫涨停
2023-07-14
没钱了?
抱歉,原内容已删除
山猫涨停
2023-02-15
$腾讯控股(00700)$
经济复苏,持续向好!
山猫涨停
2022-12-29
$特斯拉(TSLA)$
山猫涨停
2022-12-28
这篇文章不错,转发给大家看看
抱歉,原内容已删除
山猫涨停
2022-11-03
$腾讯控股(00700)$
南非报业,是否还继续减持!
山猫涨停
2022-10-25
$腾讯控股(00700)$
山猫涨停
2022-10-25
$腾讯控股(00700)$
09:46【工业互联网总体网络架构国家标准正式发布】财联社10月25日电,近日,国家标准化管理委员会发布2022年第13号中华人民共和国国家标准公告,批准发布国家标准GB/T42021-2022《工业互联网总体网络架构》,这是我国工业互联网网络领域发布的首个国家标准,标志着我国工业互联网体系建设迈出了坚实的一步。下一步,工业和信息化部将联合国家标准化管理委员会做好标准的宣贯推广工作,统筹推进工业互联网关键技术国家标准和行业标准研制,加快推动工业互联网创新发展。(来自财联社APP) 或许可以成为小企鹅的下一个增长点!大家拭目以待!
山猫涨停
2022-10-25
$腾讯控股(00700)$
破了二百,全线买入。目前外资减持、字节的VR、腾讯云增速不及预期、游戏没有接棒王者和吃鸡的新款、广告经济下行难高速增长等,这些因素造成了腾讯利空;但是 现在最大的优势是便宜(格雷厄姆捡烟蒂),从财务投资的角度是非常不错的,同时可以搏一下腾讯下一个爆款游戏!
山猫涨停
2022-10-24
$AMC院线(AMC)$
一部电影能不能拯救你!
山猫涨停
2022-09-01
$美团-W(03690)$
对美团-W(03690)表态看多看空
山猫涨停
2022-05-18
先看看美股怎么反应!
抱歉,原内容已删除
山猫涨停
2022-05-13
$AMC院线(AMC)$
先涨个30%,让大伙养养眼?
山猫涨停
2022-05-12
$AMC院线(AMC)$
不应该啊,这不科学!
山猫涨停
2022-05-11
$AMC院线(AMC)$
这周冲个34
山猫涨停
2022-05-09
nipniplo
抱歉,原内容已删除
山猫涨停
2022-01-14
这篇文章不错,转发给大家看看
纳指回调之际,这些低估值科技股正开启“吸金”模式
山猫涨停
2021-10-27
$AMC院线(AMC)$
每天看的好纠结
山猫涨停
2021-08-19
$心玮医疗-B(06609)$
跌的可以!
山猫涨停
2021-07-12
心肌梗塞了要
或配股5亿美元!维珍银河高开低走触发停牌
山猫涨停
2021-07-12
$维珍银河(SPCE)$
被玩死了
去老虎APP查看更多动态
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17:18","market":"sh","language":"zh","title":"纳指回调之际,这些低估值科技股正开启“吸金”模式","url":"https://stock-news.laohu8.com/highlight/detail?id=2203715446","media":"智通财经网","summary":"近期美股市场高估值科技股暴跌,这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润,但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴","content":"<html><head></head><body><p>近期美股市场高估值科技股暴跌,这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的<a href=\"https://laohu8.com/S/838275\">驱动力</a>。这些科技公司大部分拥有高额的利润,但股票交易价格相比于高估值科技股往往处于较低水平。</p><p>PC市场两大巨头<a href=\"https://laohu8.com/S/HPQ\">惠普</a>和<a href=\"https://laohu8.com/S/DELL\">戴尔</a>科技是今年科技股中少有的赢家,近期美债收益率的飙升促使投资者纷纷转向价格更便宜、利润水平更高的企业,同时开始抛售那些在新冠疫情期间表现优于大盘的高估值科技股。</p><p>对于这两大PC巨头来说,2021年PC出货量创近10年新高也对其股价逆势上涨起到推动作用,IDC昨日公布的最新统计数据显示,2021年全球个人电脑(PC)出货量同比增长了14.8%,达到3.49亿台,创2012年以来新高。</p><p>“我们在高质量增长领域找到了更好的股票配置标的。”Washington Crossing Advisors高级组合投资基金经理Kevin Caron表示,该公司管理着70亿美元规模的资产。“<b>之所以选择低估值科技股,是因为我们可以找到债务水平低、盈利水平高、业务具备可预测性的公司。”</b></p><p>据统计,<b>今年以来,以科技股为主的纳斯达克100指数跌幅达5.05%,与此同时,惠普和戴尔两家PC巨头分别上涨2.73%和7.12%</b>,最新数据显示两家公司未来12个月预期市盈率均不到9倍水平,这两只股票在半年期都轻松跑赢纳斯达克100指数。</p><p><img src=\"https://static.tigerbbs.com/a03507a7540adce23b71c2e6190aafef\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>另一只低估值科技股<a href=\"https://laohu8.com/S/VMW\">威睿</a>今年以来涨幅达6.49%,远超纳斯达克100指数。</b>周四,Monness Crespi Hardt & Co将该股评级上调为“买入”。虽然投资者一直关注高增长趋势的软件公司,但该投资机构写道:“我们现在相信,市场将开始更多地关注该公司独特的价值主张。”</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>资产管理首席全球策略师David Kelly本周在一份报告中写道:“部分价值股估值是自科技股泡沫以来相对成长股的最低水平。”他补充称,大型科技股,包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和Alphabet等知名公司,风险等级比三年前更高,而潜在回报率可能降低。”</p><p>Bernstein分析师Toni Sacconaghi建议投资者近期投资风格偏向估值较低的科技股,他在报告中写道:“在估值最低的这20%股票之中,<b>5年期的盈利增长预期为10多年来最高的预期水平。</b>”Sacconaghi在研究报告中还写到:“这些股票在2021年下半年表现不佳,同时成长股和价值股之间的估值差呈显著扩大趋势。”</p><p>Sacconaghi认为,行业之中估值最昂贵的公司将面临更多风险,但惠普、<a href=\"https://laohu8.com/S/IBM\">IBM</a> 和戴尔这些老牌科技公司的风险状况良好且估值抬升空间足,<b>他对这些股票的评级从之前的“与大盘持平”上调至“跑赢大盘”</b>。据统计,IBM今年以来小幅上涨0.82%仍跑赢纳斯达克100指数。</p><p>当然,华尔街仍有支持高估值科技股的观点。<a href=\"https://laohu8.com/S/GS\">高盛</a>策略师们周四表示,长期收益率可能只会小幅上升,这意味着成长型股票估值的进一步调整风险有限。他们认为,经济增长放缓期间成长股仍然有上行空间。</p></body></html>","source":"highlight_zhitongcaijin","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>纳指回调之际,这些低估值科技股正开启“吸金”模式</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纳指回调之际,这些低估值科技股正开启“吸金”模式\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 17:18 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/641093.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期美股市场高估值科技股暴跌,这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润,但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴尔科技是今年科技股中少有的赢家,近期美债收益率的飙升促使投资者纷纷转向价格更便宜、利润水平更高的企业,同时开始抛售那些在新冠疫情期间表现优于大盘的高估值科技股。对于这两大PC巨头来说,2021年PC...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/641093.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/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/641093.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2203715446","content_text":"近期美股市场高估值科技股暴跌,这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润,但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴尔科技是今年科技股中少有的赢家,近期美债收益率的飙升促使投资者纷纷转向价格更便宜、利润水平更高的企业,同时开始抛售那些在新冠疫情期间表现优于大盘的高估值科技股。对于这两大PC巨头来说,2021年PC出货量创近10年新高也对其股价逆势上涨起到推动作用,IDC昨日公布的最新统计数据显示,2021年全球个人电脑(PC)出货量同比增长了14.8%,达到3.49亿台,创2012年以来新高。“我们在高质量增长领域找到了更好的股票配置标的。”Washington Crossing Advisors高级组合投资基金经理Kevin Caron表示,该公司管理着70亿美元规模的资产。“之所以选择低估值科技股,是因为我们可以找到债务水平低、盈利水平高、业务具备可预测性的公司。”据统计,今年以来,以科技股为主的纳斯达克100指数跌幅达5.05%,与此同时,惠普和戴尔两家PC巨头分别上涨2.73%和7.12%,最新数据显示两家公司未来12个月预期市盈率均不到9倍水平,这两只股票在半年期都轻松跑赢纳斯达克100指数。另一只低估值科技股威睿今年以来涨幅达6.49%,远超纳斯达克100指数。周四,Monness Crespi Hardt & Co将该股评级上调为“买入”。虽然投资者一直关注高增长趋势的软件公司,但该投资机构写道:“我们现在相信,市场将开始更多地关注该公司独特的价值主张。”摩根大通资产管理首席全球策略师David Kelly本周在一份报告中写道:“部分价值股估值是自科技股泡沫以来相对成长股的最低水平。”他补充称,大型科技股,包括苹果、微软、亚马逊和Alphabet等知名公司,风险等级比三年前更高,而潜在回报率可能降低。”Bernstein分析师Toni Sacconaghi建议投资者近期投资风格偏向估值较低的科技股,他在报告中写道:“在估值最低的这20%股票之中,5年期的盈利增长预期为10多年来最高的预期水平。”Sacconaghi在研究报告中还写到:“这些股票在2021年下半年表现不佳,同时成长股和价值股之间的估值差呈显著扩大趋势。”Sacconaghi认为,行业之中估值最昂贵的公司将面临更多风险,但惠普、IBM 和戴尔这些老牌科技公司的风险状况良好且估值抬升空间足,他对这些股票的评级从之前的“与大盘持平”上调至“跑赢大盘”。据统计,IBM今年以来小幅上涨0.82%仍跑赢纳斯达克100指数。当然,华尔街仍有支持高估值科技股的观点。高盛策略师们周四表示,长期收益率可能只会小幅上升,这意味着成长型股票估值的进一步调整风险有限。他们认为,经济增长放缓期间成长股仍然有上行空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852219634,"gmtCreate":1635272125941,"gmtModify":1635272125941,"author":{"id":"3561599247707131","authorId":"3561599247707131","name":"山猫涨停","avatar":"https://static.tigerbbs.com/7a320d4cb483c25eed8daa03b5953b8b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561599247707131","authorIdStr":"3561599247707131"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>每天看的好纠结","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>每天看的好纠结","text":"$AMC院线(AMC)$每天看的好纠结","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852219634","isVote":1,"tweetType":1,"viewCount":2099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838055722,"gmtCreate":1629361013166,"gmtModify":1629361013166,"author":{"id":"3561599247707131","authorId":"3561599247707131","name":"山猫涨停","avatar":"https://static.tigerbbs.com/7a320d4cb483c25eed8daa03b5953b8b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561599247707131","authorIdStr":"3561599247707131"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06609\">$心玮医疗-B(06609)$</a>跌的可以!","listText":"<a href=\"https://laohu8.com/S/06609\">$心玮医疗-B(06609)$</a>跌的可以!","text":"$心玮医疗-B(06609)$跌的可以!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838055722","isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146468744,"gmtCreate":1626097071588,"gmtModify":1626097071588,"author":{"id":"3561599247707131","authorId":"3561599247707131","name":"山猫涨停","avatar":"https://static.tigerbbs.com/7a320d4cb483c25eed8daa03b5953b8b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561599247707131","authorIdStr":"3561599247707131"},"themes":[],"htmlText":"心肌梗塞了要","listText":"心肌梗塞了要","text":"心肌梗塞了要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146468744","repostId":"1193445668","repostType":4,"repost":{"id":"1193445668","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":1626097020,"share":"https://www.laohu8.com/m/news/1193445668?lang=&edition=full","pubTime":"2021-07-12 21:37","market":"us","language":"zh","title":"或配股5亿美元!维珍银河高开低走触发停牌","url":"https://stock-news.laohu8.com/highlight/detail?id=1193445668","media":"老虎资讯综合","summary":"周一,维珍银河高开后迅速跳水,盘中触发停牌,停牌前跌6.24%,股价报46.13美元,暂成交11亿美元。此前该公司宣布可能会配售公司普通股,金额最高可达5亿美元。","content":"<p>周一,<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>高开后迅速跳水,盘中触发停牌,停牌前跌6.24%,股价报46.13美元,暂成交11亿美元。此前该公司宣布可能会配售公司普通股,金额最高可达5亿美元。</p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/1e6b9286eef8943c978a0ffb1a7e6b14\" 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>或配股5亿美元!维珍银河高开低走触发停牌</title>\n<style 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href=\"https://laohu8.com/S/SPCE\">维珍银河</a>高开后迅速跳水,盘中触发停牌,停牌前跌6.24%,股价报46.13美元,暂成交11亿美元。此前该公司宣布可能会配售公司普通股,金额最高可达5亿美元。</p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/1e6b9286eef8943c978a0ffb1a7e6b14\" tg-width=\"840\" tg-height=\"470\" 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或许可以成为小企鹅的下一个增长点!大家拭目以待!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662526832","isVote":1,"tweetType":1,"viewCount":2781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662528660,"gmtCreate":1666663162151,"gmtModify":1666663938667,"author":{"id":"3561599247707131","authorId":"3561599247707131","name":"山猫涨停","avatar":"https://static.tigerbbs.com/7a320d4cb483c25eed8daa03b5953b8b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561599247707131","idStr":"3561599247707131"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><v-v data-views=\"1\"></v-v>破了二百,全线买入。目前外资减持、字节的VR、腾讯云增速不及预期、游戏没有接棒王者和吃鸡的新款、广告经济下行难高速增长等,这些因素造成了腾讯利空;但是 现在最大的优势是便宜(格雷厄姆捡烟蒂),从财务投资的角度是非常不错的,同时可以搏一下腾讯下一个爆款游戏!","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><v-v 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href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>先涨个30%,让大伙养养眼?","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>先涨个30%,让大伙养养眼?","text":"$AMC院线(AMC)$先涨个30%,让大伙养养眼?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612460425","isVote":1,"tweetType":1,"viewCount":1971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612811885,"gmtCreate":1652262896547,"gmtModify":1652262896547,"author":{"id":"3561599247707131","authorId":"3561599247707131","name":"山猫涨停","avatar":"https://static.tigerbbs.com/7a320d4cb483c25eed8daa03b5953b8b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561599247707131","idStr":"3561599247707131"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>这周冲个34","listText":"<a 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17:18","market":"sh","language":"zh","title":"纳指回调之际,这些低估值科技股正开启“吸金”模式","url":"https://stock-news.laohu8.com/highlight/detail?id=2203715446","media":"智通财经网","summary":"近期美股市场高估值科技股暴跌,这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润,但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴","content":"<html><head></head><body><p>近期美股市场高估值科技股暴跌,这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的<a href=\"https://laohu8.com/S/838275\">驱动力</a>。这些科技公司大部分拥有高额的利润,但股票交易价格相比于高估值科技股往往处于较低水平。</p><p>PC市场两大巨头<a href=\"https://laohu8.com/S/HPQ\">惠普</a>和<a href=\"https://laohu8.com/S/DELL\">戴尔</a>科技是今年科技股中少有的赢家,近期美债收益率的飙升促使投资者纷纷转向价格更便宜、利润水平更高的企业,同时开始抛售那些在新冠疫情期间表现优于大盘的高估值科技股。</p><p>对于这两大PC巨头来说,2021年PC出货量创近10年新高也对其股价逆势上涨起到推动作用,IDC昨日公布的最新统计数据显示,2021年全球个人电脑(PC)出货量同比增长了14.8%,达到3.49亿台,创2012年以来新高。</p><p>“我们在高质量增长领域找到了更好的股票配置标的。”Washington Crossing Advisors高级组合投资基金经理Kevin Caron表示,该公司管理着70亿美元规模的资产。“<b>之所以选择低估值科技股,是因为我们可以找到债务水平低、盈利水平高、业务具备可预测性的公司。”</b></p><p>据统计,<b>今年以来,以科技股为主的纳斯达克100指数跌幅达5.05%,与此同时,惠普和戴尔两家PC巨头分别上涨2.73%和7.12%</b>,最新数据显示两家公司未来12个月预期市盈率均不到9倍水平,这两只股票在半年期都轻松跑赢纳斯达克100指数。</p><p><img src=\"https://static.tigerbbs.com/a03507a7540adce23b71c2e6190aafef\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>另一只低估值科技股<a href=\"https://laohu8.com/S/VMW\">威睿</a>今年以来涨幅达6.49%,远超纳斯达克100指数。</b>周四,Monness Crespi Hardt & Co将该股评级上调为“买入”。虽然投资者一直关注高增长趋势的软件公司,但该投资机构写道:“我们现在相信,市场将开始更多地关注该公司独特的价值主张。”</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>资产管理首席全球策略师David Kelly本周在一份报告中写道:“部分价值股估值是自科技股泡沫以来相对成长股的最低水平。”他补充称,大型科技股,包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和Alphabet等知名公司,风险等级比三年前更高,而潜在回报率可能降低。”</p><p>Bernstein分析师Toni Sacconaghi建议投资者近期投资风格偏向估值较低的科技股,他在报告中写道:“在估值最低的这20%股票之中,<b>5年期的盈利增长预期为10多年来最高的预期水平。</b>”Sacconaghi在研究报告中还写到:“这些股票在2021年下半年表现不佳,同时成长股和价值股之间的估值差呈显著扩大趋势。”</p><p>Sacconaghi认为,行业之中估值最昂贵的公司将面临更多风险,但惠普、<a href=\"https://laohu8.com/S/IBM\">IBM</a> 和戴尔这些老牌科技公司的风险状况良好且估值抬升空间足,<b>他对这些股票的评级从之前的“与大盘持平”上调至“跑赢大盘”</b>。据统计,IBM今年以来小幅上涨0.82%仍跑赢纳斯达克100指数。</p><p>当然,华尔街仍有支持高估值科技股的观点。<a href=\"https://laohu8.com/S/GS\">高盛</a>策略师们周四表示,长期收益率可能只会小幅上升,这意味着成长型股票估值的进一步调整风险有限。他们认为,经济增长放缓期间成长股仍然有上行空间。</p></body></html>","source":"highlight_zhitongcaijin","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>纳指回调之际,这些低估值科技股正开启“吸金”模式</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纳指回调之际,这些低估值科技股正开启“吸金”模式\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 17:18 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/641093.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期美股市场高估值科技股暴跌,这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润,但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴尔科技是今年科技股中少有的赢家,近期美债收益率的飙升促使投资者纷纷转向价格更便宜、利润水平更高的企业,同时开始抛售那些在新冠疫情期间表现优于大盘的高估值科技股。对于这两大PC巨头来说,2021年PC...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/641093.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/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/641093.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2203715446","content_text":"近期美股市场高估值科技股暴跌,这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润,但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴尔科技是今年科技股中少有的赢家,近期美债收益率的飙升促使投资者纷纷转向价格更便宜、利润水平更高的企业,同时开始抛售那些在新冠疫情期间表现优于大盘的高估值科技股。对于这两大PC巨头来说,2021年PC出货量创近10年新高也对其股价逆势上涨起到推动作用,IDC昨日公布的最新统计数据显示,2021年全球个人电脑(PC)出货量同比增长了14.8%,达到3.49亿台,创2012年以来新高。“我们在高质量增长领域找到了更好的股票配置标的。”Washington Crossing Advisors高级组合投资基金经理Kevin Caron表示,该公司管理着70亿美元规模的资产。“之所以选择低估值科技股,是因为我们可以找到债务水平低、盈利水平高、业务具备可预测性的公司。”据统计,今年以来,以科技股为主的纳斯达克100指数跌幅达5.05%,与此同时,惠普和戴尔两家PC巨头分别上涨2.73%和7.12%,最新数据显示两家公司未来12个月预期市盈率均不到9倍水平,这两只股票在半年期都轻松跑赢纳斯达克100指数。另一只低估值科技股威睿今年以来涨幅达6.49%,远超纳斯达克100指数。周四,Monness Crespi Hardt & Co将该股评级上调为“买入”。虽然投资者一直关注高增长趋势的软件公司,但该投资机构写道:“我们现在相信,市场将开始更多地关注该公司独特的价值主张。”摩根大通资产管理首席全球策略师David Kelly本周在一份报告中写道:“部分价值股估值是自科技股泡沫以来相对成长股的最低水平。”他补充称,大型科技股,包括苹果、微软、亚马逊和Alphabet等知名公司,风险等级比三年前更高,而潜在回报率可能降低。”Bernstein分析师Toni Sacconaghi建议投资者近期投资风格偏向估值较低的科技股,他在报告中写道:“在估值最低的这20%股票之中,5年期的盈利增长预期为10多年来最高的预期水平。”Sacconaghi在研究报告中还写到:“这些股票在2021年下半年表现不佳,同时成长股和价值股之间的估值差呈显著扩大趋势。”Sacconaghi认为,行业之中估值最昂贵的公司将面临更多风险,但惠普、IBM 和戴尔这些老牌科技公司的风险状况良好且估值抬升空间足,他对这些股票的评级从之前的“与大盘持平”上调至“跑赢大盘”。据统计,IBM今年以来小幅上涨0.82%仍跑赢纳斯达克100指数。当然,华尔街仍有支持高估值科技股的观点。高盛策略师们周四表示,长期收益率可能只会小幅上升,这意味着成长型股票估值的进一步调整风险有限。他们认为,经济增长放缓期间成长股仍然有上行空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146468744,"gmtCreate":1626097071588,"gmtModify":1626097071588,"author":{"id":"3561599247707131","authorId":"3561599247707131","name":"山猫涨停","avatar":"https://static.tigerbbs.com/7a320d4cb483c25eed8daa03b5953b8b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561599247707131","idStr":"3561599247707131"},"themes":[],"htmlText":"心肌梗塞了要","listText":"心肌梗塞了要","text":"心肌梗塞了要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146468744","repostId":"1193445668","repostType":4,"repost":{"id":"1193445668","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":1626097020,"share":"https://www.laohu8.com/m/news/1193445668?lang=&edition=full","pubTime":"2021-07-12 21:37","market":"us","language":"zh","title":"或配股5亿美元!维珍银河高开低走触发停牌","url":"https://stock-news.laohu8.com/highlight/detail?id=1193445668","media":"老虎资讯综合","summary":"周一,维珍银河高开后迅速跳水,盘中触发停牌,停牌前跌6.24%,股价报46.13美元,暂成交11亿美元。此前该公司宣布可能会配售公司普通股,金额最高可达5亿美元。","content":"<p>周一,<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>高开后迅速跳水,盘中触发停牌,停牌前跌6.24%,股价报46.13美元,暂成交11亿美元。此前该公司宣布可能会配售公司普通股,金额最高可达5亿美元。</p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/1e6b9286eef8943c978a0ffb1a7e6b14\" 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>或配股5亿美元!维珍银河高开低走触发停牌</title>\n<style 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href=\"https://laohu8.com/S/SPCE\">维珍银河</a>高开后迅速跳水,盘中触发停牌,停牌前跌6.24%,股价报46.13美元,暂成交11亿美元。此前该公司宣布可能会配售公司普通股,金额最高可达5亿美元。</p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/1e6b9286eef8943c978a0ffb1a7e6b14\" 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/15e20574f8fb568333181d61bb200086","relate_stocks":{"SPCE":"维珍银河"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193445668","content_text":"周一,维珍银河高开后迅速跳水,盘中触发停牌,停牌前跌6.24%,股价报46.13美元,暂成交11亿美元。此前该公司宣布可能会配售公司普通股,金额最高可达5亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}