山猫涨停的个人主页 - 老虎社区

山猫涨停

山猫涨停

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0勋章

2022-05-12

$AMC院线(AMC)$不应该啊，这不科学！

2021-10-27

$AMC院线(AMC)$每天看的好纠结

2021-08-19

$心玮医疗-B(06609)$跌的可以！

2022-10-24

$AMC院线(AMC)$一部电影能不能拯救你！

2020-10-08

这篇文章不错，转发给大家看看

@小虎周报:4Q20美港股展望：中概股料成最大赢家！

2023-07-14

没钱了？

抱歉，原内容已删除

2023-02-15

$腾讯控股(00700)$ 经济复苏，持续向好！

2022-12-29

$特斯拉(TSLA)$

2022-12-28

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2022-11-03

$腾讯控股(00700)$南非报业，是否还继续减持！

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>","text":"$腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662526226","isVote":1,"tweetType":1,"viewCount":2400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662526832,"gmtCreate":1666663468226,"gmtModify":1666663998402,"author":{"id":"3561599247707131","authorId":"3561599247707131","name":"山猫涨停","avatar":"https://static.tigerbbs.com/7a320d4cb483c25eed8daa03b5953b8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561599247707131","authorIdStr":"3561599247707131"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><v-v data-views=\"1\"></v-v> 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17:18","market":"us","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 &amp;  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&nbsp;&nbsp;&nbsp;<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\">网页链接</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":{"BK4534":"瑞士信贷持仓","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","BK4550":"红杉资本持仓","BK4561":"索罗斯持仓","TTTN":"老虎中美互联网巨头ETF"},"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,"symbols_score_info":{"03086":1,"TTTN":1,"QQQ":1,"TQQQ":1,".IXIC":1,"NQmain":1,"SQQQ":1,"QNETCN":1}},"isVote":1,"tweetType":1,"viewCount":2414,"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":2,"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 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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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