恩匹瑟的个人主页 - 老虎社区

恩匹瑟

恩匹瑟

静待花开~

IP属地：广东

19关注

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0勋章

08-28 20:59

大涨难大涨难大涨难大涨难

08-26 15:31

亏钱

08-20

$东方甄选(01797)$ 这杀猪盘不会还有人买吧？

08-19

$东方甄选(01797)$ 杀猪盘

08-13

关税已经满足不了川普了

白宫：英伟达AMD上缴15%在华收入，或扩大至更多公司

08-01

亚马逊涨幅不会超过10%

07-15

$ALB.HK 20250929 115.00 PUT$

07-15

$阿里巴巴-W(09988)$

06-13

太妖了，继续加put

04-11

$标普500(.SPX)$ 目前看涨跌涨跌涨跌，看90天后吧，多

04-11

$标普500(.SPX)$ 一个月起

02-27

$谷歌(GOOG)$ 能牛一把吗？太拉胯了

02-18

$GOOG 20250321 185.0 CALL$ 表现实在差劲

2024-11-25

换电有点难~

蔚来李斌发全员信：明年销量翻番，2026年盈利，是不容有失的任务

2024-11-08

这篇文章不错，转发给大家看看

特朗普交易2.0：以英伟达等25只股2016年历史为鉴，决定现在可买哪些股

2024-11-07

$苹果(AAPL)$ 太**

2024-11-05

哈里斯将入主白宫，分享啥呢

2021-07-12

$腾讯控股(00700)$真是狗屎啊

2021-06-10

$京东(JD)$强子你挺下行不行啊？

2021-06-01

差劲。。。。

去老虎APP查看更多动态

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杀猪盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469229676515720","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467163428774344,"gmtCreate":1755070251686,"gmtModify":1755073523381,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"恩匹瑟","avatar":"https://static.tigerbbs.com/38278814107db236ff1067e04170ffe3","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"关税已经满足不了川普了","listText":"关税已经满足不了川普了","text":"关税已经满足不了川普了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467163428774344","repostId":"1171350818","repostType":2,"repost":{"id":"1171350818","kind":"news","pubTimestamp":1755069951,"share":"https://www.laohu8.com/m/news/1171350818?lang=&edition=full","pubTime":"2025-08-13 15:25","market":"us","language":"zh","title":"白宫：英伟达AMD上缴15%在华收入，或扩大至更多公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1171350818","media":"环球时报","summary":"白宫表示，该协议未来可能扩大至更多公司。英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒当地时间8月12日，白宫发言人卡罗琳·莱维特在记者会上说，目前此类协议仅涉及这两家公司，“但未来或许可以扩大到其他公司”。美国总统特朗普在11日证实，美国政府已经与英伟达达成协议，批准对华出口H20芯片的许可，条件是相关销售收入的15%需上缴政府。白宫随后也证实，AMD也同意类似协议，条件也是上缴部分在华销售收入。","content":"<html><head></head><body><p>8月13日，据美国消费者新闻与商业频道（CNBC）报道，美国白宫12日证实，两家美国芯片制造商<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AMD\">AMD</a>已经同意一项特殊协议，将其在华销售芯片收入的15%上缴给美国政府，以换取相关产品的出口许可证。白宫表示，该协议未来可能扩大至更多公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5786670b500cd0271280df188f6e07b2\" alt=\"英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒\" title=\"英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒\" tg-width=\"1200\" tg-height=\"675\"/><span>英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒</span></p><p style=\"text-align: justify;\">当地时间8月12日，白宫发言人卡罗琳·莱维特在记者会上说，目前此类协议仅涉及这两家公司，“但未来或许可以扩大到其他公司”。她还说，美国商务部仍在研究相关法律依据以及具体操作方式，细节将由商务部进一步说明。</p><p>英国《金融时报》此前报道称，这项协议适用于英伟达的H20芯片和AMD的MI308芯片。美国总统特朗普在11日证实，美国政府已经与英伟达达成协议，批准对华出口H20芯片的许可，条件是相关销售收入的15%需上缴政府。白宫随后也证实，AMD也同意类似协议，条件也是上缴部分在华销售收入。</p><p style=\"text-align: justify;\">H20芯片是英伟达按照美国对华技术出口管制要求，专为中国市场设计的AI芯片，性能远不及其国际市场主流GPU芯片H100。今年4月，该芯片被美国以国家安全为由，对包括中国在内的一些国家禁售。在此之前，英伟达曾预计该芯片单季销售额可超80亿美元。7月，英伟达首席执行官（CEO）黄仁勋在北京访问期间宣布，美国政府已批准H20芯片恢复对华出口。</p><p style=\"text-align: justify;\">《金融时报》报道称，这种向企业索要部分收入来换出口许可证的做法是前所未有的。</p></body></html>","source":"lsy1568628563230","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>白宫：英伟达AMD上缴15%在华收入，或扩大至更多公司</title>\n<style 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href=\"https://world.huanqiu.com/article/4NtNqD4k6PL\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"BK4567":"ESG概念","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","AMD":"美国超微公司","NVDA":"英伟达","BK4573":"虚拟现实","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - 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图源：外媒当地时间8月12日，白宫发言人卡罗琳·莱维特在记者会上说，目前此类协议仅涉及这两家公司，“但未来或许可以扩大到其他公司”。她还说，美国商务部仍在研究相关法律依据以及具体操作方式，细节将由商务部进一步说明。英国《金融时报》此前报道称，这项协议适用于英伟达的H20芯片和AMD的MI308芯片。美国总统特朗普在11日证实，美国政府已经与英伟达达成协议，批准对华出口H20芯片的许可，条件是相关销售收入的15%需上缴政府。白宫随后也证实，AMD也同意类似协议，条件也是上缴部分在华销售收入。H20芯片是英伟达按照美国对华技术出口管制要求，专为中国市场设计的AI芯片，性能远不及其国际市场主流GPU芯片H100。今年4月，该芯片被美国以国家安全为由，对包括中国在内的一些国家禁售。在此之前，英伟达曾预计该芯片单季销售额可超80亿美元。7月，英伟达首席执行官（CEO）黄仁勋在北京访问期间宣布，美国政府已批准H20芯片恢复对华出口。《金融时报》报道称，这种向企业索要部分收入来换出口许可证的做法是前所未有的。","news_type":1,"symbols_score_info":{"AMD":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462608621326352,"gmtCreate":1753978017015,"gmtModify":1753978019032,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"恩匹瑟","avatar":"https://static.tigerbbs.com/38278814107db236ff1067e04170ffe3","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"亚马逊涨幅不会超过10%","listText":"亚马逊涨幅不会超过10%","text":"亚马逊涨幅不会超过10%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462608621326352","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456813233164376,"gmtCreate":1752563957255,"gmtModify":1752563959203,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"恩匹瑟","avatar":"https://static.tigerbbs.com/38278814107db236ff1067e04170ffe3","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"<a 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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蔚来李斌发全员信：明年销量翻番，2026年盈利，是不容有失的任务\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-25 15:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/shenji/2024-11-25/doc-incxhkcn8182034.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在公司成立十周年之际，蔚来创始人李斌发布内部信，向团队提出了“保持初心、专注行动”的新要求。李斌在信中表示，智能电动汽车产业资格赛最激烈最残酷的阶段已经来临，两三年后只有少数优秀企业能生存下来。“接下来我们要面对的是更高维度的竞争，不能有短板，也不可能速胜。”在内部信中，李斌强调了保持初心的重要性，“我们每次能够从困境中走出来，都是因为回到了初心，改正了背离蔚来价值体系的做法。”李斌要求团队持续...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2024-11-25/doc-incxhkcn8182034.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/shenji/2024-11-25/doc-incxhkcn8182034.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151484036","content_text":"在公司成立十周年之际，蔚来创始人李斌发布内部信，向团队提出了“保持初心、专注行动”的新要求。李斌在信中表示，智能电动汽车产业资格赛最激烈最残酷的阶段已经来临，两三年后只有少数优秀企业能生存下来。“接下来我们要面对的是更高维度的竞争，不能有短板，也不可能速胜。”在内部信中，李斌强调了保持初心的重要性，“我们每次能够从困境中走出来，都是因为回到了初心，改正了背离蔚来价值体系的做法。”李斌要求团队持续加强自下而上的体系能力建设，聚焦提升基本经营单元的运营效率。“好的想法离开执行力就是空谈，长期主义更不应该是不做好短期执行的借口。接下来两年是至关重要的两年，持续推出有竞争力的新产品，持续提升运营效率，明年实现销量翻番，2026年实现公司盈利，是不容有失的工作任务。”李斌表示。","news_type":1,"symbols_score_info":{"09866":1.1,"NIO":1.1,"NIO.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":2584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368651219218816,"gmtCreate":1731040317361,"gmtModify":1731040318595,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"恩匹瑟","avatar":"https://static.tigerbbs.com/38278814107db236ff1067e04170ffe3","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368651219218816","repostId":"1188949978","repostType":2,"repost":{"id":"1188949978","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":1731037665,"share":"https://www.laohu8.com/m/news/1188949978?lang=&edition=full","pubTime":"2024-11-08 11:47","market":"us","language":"zh","title":"特朗普交易2.0：以英伟达等25只股2016年历史为鉴，决定现在可买哪些股","url":"https://stock-news.laohu8.com/highlight/detail?id=1188949978","media":"老虎资讯综合","summary":"鉴于特朗普将于明年1月20日重返白宫，这些公司在此期间可能因政策因素而获得显著收益。2024年不包括4.1%的丰厚股息，该股上涨了33%，有望终结连续两年的下跌趋势。在2016年11月7日到那年年底期间，KeyCorp的股价上涨了超过25%。这家二手车经销商的股价在2016年选举前一天到次年开盘前上涨了25%。","content":"<html><head></head><body><blockquote><p>在美国等待特朗普明年1 月第二次就职之际，您是否想知道今年剩余时间哪些股票可能表现出色？回顾上次的市场表现可以提供一些线索。</p></blockquote><p>CNBC找到了2016年11月7日（当年总统选举的前一天）至当年年底期间表现最好的标普500指数股票。鉴于特朗普将于明年1月20日重返白宫，这些公司在此期间可能因政策因素而获得显著收益。</p><p>一些之前的赢家来自银行、工业和能源等板块，这些板块被认为受益于特朗普支持放松管制的政策。其他则是能够随大盘上涨并从公司税率中受益的高贝塔成长型股票。</p><p>以银行股为例，美国银行的分析师Ebrahim Poonawala表示，考虑到美国政府监督减少和反垄断挑战的减少，金融股在今年年底前可能再次上涨。他告诉客户：“我们认为美国大选的结果对银行股是积极的。”</p><p>另一方面，能源板块则更加复杂。伯恩斯坦的分析师Bob Brackett指出，能源板块已经出现“极端赢家和输家”，其中钢铁和油气公司受益，而可再生能源则受到打击。花旗集团的Andrew Kaplowitz在周三发给客户的报告中也表达了类似的观点。</p><p>Kaplowitz写道：“我们认为特朗普总统任期内可能受益的主题包括能源相关投资和产业回迁”，指的是制造业和生产从海外回流至美国的公司。“相反，更加‘绿色友好’政府的受益者在短期内可能面临相对压力...不过我们认为这些股票的长期有利基础应该仍然稳固。”</p><p>以下是完整的股票清单，以及2024年选举后第二天每只股票的表现，为未来可能的走势提供一些预示。不过需要注意的是，周三的涨势是在道琼斯工业指数大涨超过1500点的市场拉升背景下出现的。</p><h2 id=\"id_1067019205\">2016年特朗普大选后的赢家</h2><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p><strong>股票代码</strong></p></td><td style=\"text-align:left;\"><p><strong>公司名称</strong></p></td><td style=\"text-align:left;\"><p><strong>RBICS经济类别</strong></p></td><td style=\"text-align:left;\"><p><strong>2016年11月7日-年底区间涨幅（%）</strong></p></td><td style=\"text-align:left;\"><p><strong>2024年11月6日单日表现（%）</strong></p></td><td style=\"text-align:left;\"><p><strong>特朗普因素</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>AMD</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></p></td><td style=\"text-align:left;\"><p><strong>科技</strong></p></td><td style=\"text-align:left;\"><p><strong>62.9</strong></p></td><td style=\"text-align:left;\"><p><strong>2.4</strong></p></td><td style=\"text-align:left;\"><p><strong>减税，高贝塔</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>CZR</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/CZR\">凯撒娱乐</a></strong></p></td><td style=\"text-align:left;\"><p>消费服务</p></td><td style=\"text-align:left;\"><p><strong>56.9</strong></p></td><td style=\"text-align:left;\"><p><strong>4.3</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>NVDA</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a></strong></p></td><td style=\"text-align:left;\"><p><strong>科技</strong></p></td><td style=\"text-align:left;\"><p><strong>49.8</strong></p></td><td style=\"text-align:left;\"><p><strong>4.1</strong></p></td><td style=\"text-align:left;\"><p><strong>减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>URI</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/URI\">联合租赁</a></strong></p></td><td style=\"text-align:left;\"><p><strong>工业</strong></p></td><td style=\"text-align:left;\"><p><strong>38.7</strong></p></td><td style=\"text-align:left;\"><p><strong>10.3</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>CF</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/CF\">CF工业</a></strong></p></td><td style=\"text-align:left;\"><p><strong>非能源材料</strong></p></td><td style=\"text-align:left;\"><p><strong>35.2</strong></p></td><td style=\"text-align:left;\"><p><strong>-4.0</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>ZBRA</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/ZBRA\">斑马技术</a></strong></p></td><td style=\"text-align:left;\"><p><strong>科技</strong></p></td><td style=\"text-align:left;\"><p><strong>32.6</strong></p></td><td style=\"text-align:left;\"><p><strong>3.8</strong></p></td><td style=\"text-align:left;\"><p><strong>减税, 经济</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>GS</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/GS\">高盛</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>31.9</strong></p></td><td style=\"text-align:left;\"><p><strong>13.1</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>HES</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/HES\">赫斯</a></strong></p></td><td style=\"text-align:left;\"><p><strong>能源</strong></p></td><td style=\"text-align:left;\"><p><strong>31.3</strong></p></td><td style=\"text-align:left;\"><p><strong>2.3</strong></p></td><td style=\"text-align:left;\"><p><strong>传统能源, 减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>RF</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/RF\">地区金融</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>31.0</strong></p></td><td style=\"text-align:left;\"><p><strong>11.4</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>CFG</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>30.3</strong></p></td><td style=\"text-align:left;\"><p><strong>14.4</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>BAC</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/BAC\">美国银行</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>29.9</strong></p></td><td style=\"text-align:left;\"><p><strong>8.4</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>HBAN</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/HBAN\">亨廷顿银行</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>26.5</strong></p></td><td style=\"text-align:left;\"><p><strong>12.7</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MU</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/MU\">美光科技</a></strong></p></td><td style=\"text-align:left;\"><p><strong>科技</strong></p></td><td style=\"text-align:left;\"><p><strong>26.2</strong></p></td><td style=\"text-align:left;\"><p><strong>6.0</strong></p></td><td style=\"text-align:left;\"><p><strong>减税，高贝塔</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>KEY</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/KEY\">KeyCorp</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>25.7</strong></p></td><td style=\"text-align:left;\"><p><strong>15.7</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MTB</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/MTB\">美国制商银行</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>25.3</strong></p></td><td style=\"text-align:left;\"><p><strong>12.1</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>STLD</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></strong></p></td><td style=\"text-align:left;\"><p><strong>非能源材料</strong></p></td><td style=\"text-align:left;\"><p><strong>25.1</strong></p></td><td style=\"text-align:left;\"><p><strong>13.8</strong></p></td><td style=\"text-align:left;\"><p><strong>关税，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>KMX</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/KMX\">车美仕</a></strong></p></td><td style=\"text-align:left;\"><p><strong>周期性消费</strong></p></td><td style=\"text-align:left;\"><p><strong>25.0</strong></p></td><td style=\"text-align:left;\"><p><strong>4.1</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制, 高贝塔</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>DFS</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/DFS\">发现金融</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>24.9</strong></p></td><td style=\"text-align:left;\"><p><strong>20.2</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>SYF</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>24.6</strong></p></td><td style=\"text-align:left;\"><p><strong>18.8</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>UAL</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a></strong></p></td><td style=\"text-align:left;\"><p><strong>工业</strong></p></td><td style=\"text-align:left;\"><p><strong>24.5</strong></p></td><td style=\"text-align:left;\"><p><strong>9.4</strong></p></td><td style=\"text-align:left;\"><p><strong>减税，放松管制</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MS</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>24.3</strong></p></td><td style=\"text-align:left;\"><p><strong>11.6</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>HII</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/HII\">亨廷顿英格尔斯工业</a></strong></p></td><td style=\"text-align:left;\"><p><strong>工业</strong></p></td><td style=\"text-align:left;\"><p><strong>23.7</strong></p></td><td style=\"text-align:left;\"><p><strong>5.2</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>JPM</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>23.5</strong></p></td><td style=\"text-align:left;\"><p><strong>11.5</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>FITB</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/FITB\">五三银行</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>23.2</strong></p></td><td style=\"text-align:left;\"><p><strong>8.6</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>TRGP</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/TRGP\">Targa Resources Corp</a></strong></p></td><td style=\"text-align:left;\"><p><strong>能源</strong></p></td><td style=\"text-align:left;\"><p>22.5</p></td><td style=\"text-align:left;\"><p><strong>4.9</strong></p></td><td style=\"text-align:left;\"><p><strong>传统能源, 减税</strong></p></td></tr></tbody></table><p><br/><em>来源: FactSet</em></p><p><a href=\"https://laohu8.com/S/TRGP\">Targa Resources Corp</a> 是2016年能源板块的一个代表性股票。到目前为止，2024年对该股来说也是好年头，不包括股息股价上涨了116%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/92ea0711b73d3cb43def4ad7cad71670\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>尽管历史表明年底可能会出现上涨，但华尔街对未来12个月的前景并不确定。尽管LSEG调查的大多数分析师给予其买入评级，但典型的目标价暗示Targa的股票将在明年回调超过4%。</p><p><a href=\"https://laohu8.com/S/KEY\">KeyCorp</a> 是另一家入选的银行股，但花旗分析师Keith Horowitz建议投资者保持谨慎。他指出，这家位于美国克利夫兰的金融公司在周三表现不错，但其估值“相对饱和”。因此，他随后将该股评级从“买入”下调至“中性”。</p><p>2024年不包括4.1%的丰厚股息，该股上涨了33%，有望终结连续两年的下跌趋势。LSEG的大多数分析师给予其买入评级，但预计KeyCorp的股价在今年上涨后将下跌5%以上。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/242c730c5c65a015a1bb218f280ae3b1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，2016年的市场表现提供了一个更为积极的历史参考。在2016年11月7日到那年年底期间，KeyCorp的股价上涨了超过25%。</p><p><a href=\"https://laohu8.com/S/KMX\">车美仕</a> 是一只周期性股票，预计将从放松管制和高贝塔股票的普涨中受益。这家二手车经销商的股价在2016年选举前一天到次年开盘前上涨了25%。</p><p>尽管周三涨幅约4%，但2024年 <a href=\"https://laohu8.com/S/KMX\">车美仕</a> 的股价仍略有下跌，远低于市场回报。根据LSEG的数据，大多数分析师对其评级为买入，一致目标价显示未来一年该股可上涨约6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da2b77ee8ed6eec45ab4aeb2e45bdbfc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p><em>文章源自CNBC《Trump trades: Using the 2016 Trump rally stocks as a playbook for what to buy now》</em></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>特朗普交易2.0：以英伟达等25只股2016年历史为鉴，决定现在可买哪些股</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{ 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#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特朗普交易2.0：以英伟达等25只股2016年历史为鉴，决定现在可买哪些股\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\">2024-11-08 11:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>在美国等待特朗普明年1 月第二次就职之际，您是否想知道今年剩余时间哪些股票可能表现出色？回顾上次的市场表现可以提供一些线索。</p></blockquote><p>CNBC找到了2016年11月7日（当年总统选举的前一天）至当年年底期间表现最好的标普500指数股票。鉴于特朗普将于明年1月20日重返白宫，这些公司在此期间可能因政策因素而获得显著收益。</p><p>一些之前的赢家来自银行、工业和能源等板块，这些板块被认为受益于特朗普支持放松管制的政策。其他则是能够随大盘上涨并从公司税率中受益的高贝塔成长型股票。</p><p>以银行股为例，美国银行的分析师Ebrahim Poonawala表示，考虑到美国政府监督减少和反垄断挑战的减少，金融股在今年年底前可能再次上涨。他告诉客户：“我们认为美国大选的结果对银行股是积极的。”</p><p>另一方面，能源板块则更加复杂。伯恩斯坦的分析师Bob Brackett指出，能源板块已经出现“极端赢家和输家”，其中钢铁和油气公司受益，而可再生能源则受到打击。花旗集团的Andrew Kaplowitz在周三发给客户的报告中也表达了类似的观点。</p><p>Kaplowitz写道：“我们认为特朗普总统任期内可能受益的主题包括能源相关投资和产业回迁”，指的是制造业和生产从海外回流至美国的公司。“相反，更加‘绿色友好’政府的受益者在短期内可能面临相对压力...不过我们认为这些股票的长期有利基础应该仍然稳固。”</p><p>以下是完整的股票清单，以及2024年选举后第二天每只股票的表现，为未来可能的走势提供一些预示。不过需要注意的是，周三的涨势是在道琼斯工业指数大涨超过1500点的市场拉升背景下出现的。</p><h2 id=\"id_1067019205\">2016年特朗普大选后的赢家</h2><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p><strong>股票代码</strong></p></td><td style=\"text-align:left;\"><p><strong>公司名称</strong></p></td><td style=\"text-align:left;\"><p><strong>RBICS经济类别</strong></p></td><td style=\"text-align:left;\"><p><strong>2016年11月7日-年底区间涨幅（%）</strong></p></td><td style=\"text-align:left;\"><p><strong>2024年11月6日单日表现（%）</strong></p></td><td style=\"text-align:left;\"><p><strong>特朗普因素</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>AMD</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></p></td><td style=\"text-align:left;\"><p><strong>科技</strong></p></td><td style=\"text-align:left;\"><p><strong>62.9</strong></p></td><td style=\"text-align:left;\"><p><strong>2.4</strong></p></td><td style=\"text-align:left;\"><p><strong>减税，高贝塔</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>CZR</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/CZR\">凯撒娱乐</a></strong></p></td><td style=\"text-align:left;\"><p>消费服务</p></td><td style=\"text-align:left;\"><p><strong>56.9</strong></p></td><td style=\"text-align:left;\"><p><strong>4.3</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>NVDA</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a></strong></p></td><td style=\"text-align:left;\"><p><strong>科技</strong></p></td><td style=\"text-align:left;\"><p><strong>49.8</strong></p></td><td style=\"text-align:left;\"><p><strong>4.1</strong></p></td><td style=\"text-align:left;\"><p><strong>减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>URI</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/URI\">联合租赁</a></strong></p></td><td style=\"text-align:left;\"><p><strong>工业</strong></p></td><td style=\"text-align:left;\"><p><strong>38.7</strong></p></td><td style=\"text-align:left;\"><p><strong>10.3</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>CF</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/CF\">CF工业</a></strong></p></td><td style=\"text-align:left;\"><p><strong>非能源材料</strong></p></td><td style=\"text-align:left;\"><p><strong>35.2</strong></p></td><td style=\"text-align:left;\"><p><strong>-4.0</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>ZBRA</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/ZBRA\">斑马技术</a></strong></p></td><td style=\"text-align:left;\"><p><strong>科技</strong></p></td><td style=\"text-align:left;\"><p><strong>32.6</strong></p></td><td style=\"text-align:left;\"><p><strong>3.8</strong></p></td><td style=\"text-align:left;\"><p><strong>减税, 经济</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>GS</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/GS\">高盛</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>31.9</strong></p></td><td style=\"text-align:left;\"><p><strong>13.1</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>HES</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/HES\">赫斯</a></strong></p></td><td style=\"text-align:left;\"><p><strong>能源</strong></p></td><td style=\"text-align:left;\"><p><strong>31.3</strong></p></td><td style=\"text-align:left;\"><p><strong>2.3</strong></p></td><td style=\"text-align:left;\"><p><strong>传统能源, 减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>RF</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/RF\">地区金融</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>31.0</strong></p></td><td style=\"text-align:left;\"><p><strong>11.4</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>CFG</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>30.3</strong></p></td><td style=\"text-align:left;\"><p><strong>14.4</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>BAC</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/BAC\">美国银行</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>29.9</strong></p></td><td style=\"text-align:left;\"><p><strong>8.4</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>HBAN</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/HBAN\">亨廷顿银行</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>26.5</strong></p></td><td style=\"text-align:left;\"><p><strong>12.7</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MU</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/MU\">美光科技</a></strong></p></td><td style=\"text-align:left;\"><p><strong>科技</strong></p></td><td style=\"text-align:left;\"><p><strong>26.2</strong></p></td><td style=\"text-align:left;\"><p><strong>6.0</strong></p></td><td style=\"text-align:left;\"><p><strong>减税，高贝塔</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>KEY</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/KEY\">KeyCorp</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>25.7</strong></p></td><td style=\"text-align:left;\"><p><strong>15.7</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MTB</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/MTB\">美国制商银行</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>25.3</strong></p></td><td style=\"text-align:left;\"><p><strong>12.1</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>STLD</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></strong></p></td><td style=\"text-align:left;\"><p><strong>非能源材料</strong></p></td><td style=\"text-align:left;\"><p><strong>25.1</strong></p></td><td style=\"text-align:left;\"><p><strong>13.8</strong></p></td><td style=\"text-align:left;\"><p><strong>关税，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>KMX</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/KMX\">车美仕</a></strong></p></td><td style=\"text-align:left;\"><p><strong>周期性消费</strong></p></td><td style=\"text-align:left;\"><p><strong>25.0</strong></p></td><td style=\"text-align:left;\"><p><strong>4.1</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制, 高贝塔</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>DFS</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/DFS\">发现金融</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>24.9</strong></p></td><td style=\"text-align:left;\"><p><strong>20.2</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>SYF</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>24.6</strong></p></td><td style=\"text-align:left;\"><p><strong>18.8</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>UAL</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a></strong></p></td><td style=\"text-align:left;\"><p><strong>工业</strong></p></td><td style=\"text-align:left;\"><p><strong>24.5</strong></p></td><td style=\"text-align:left;\"><p><strong>9.4</strong></p></td><td style=\"text-align:left;\"><p><strong>减税，放松管制</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MS</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>24.3</strong></p></td><td style=\"text-align:left;\"><p><strong>11.6</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>HII</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/HII\">亨廷顿英格尔斯工业</a></strong></p></td><td style=\"text-align:left;\"><p><strong>工业</strong></p></td><td style=\"text-align:left;\"><p><strong>23.7</strong></p></td><td style=\"text-align:left;\"><p><strong>5.2</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>JPM</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>23.5</strong></p></td><td style=\"text-align:left;\"><p><strong>11.5</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>FITB</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/FITB\">五三银行</a></strong></p></td><td style=\"text-align:left;\"><p><strong>金融</strong></p></td><td style=\"text-align:left;\"><p><strong>23.2</strong></p></td><td style=\"text-align:left;\"><p><strong>8.6</strong></p></td><td style=\"text-align:left;\"><p><strong>放松管制，减税</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>TRGP</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/TRGP\">Targa Resources Corp</a></strong></p></td><td style=\"text-align:left;\"><p><strong>能源</strong></p></td><td style=\"text-align:left;\"><p>22.5</p></td><td style=\"text-align:left;\"><p><strong>4.9</strong></p></td><td style=\"text-align:left;\"><p><strong>传统能源, 减税</strong></p></td></tr></tbody></table><p><br/><em>来源: FactSet</em></p><p><a href=\"https://laohu8.com/S/TRGP\">Targa Resources Corp</a> 是2016年能源板块的一个代表性股票。到目前为止，2024年对该股来说也是好年头，不包括股息股价上涨了116%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/92ea0711b73d3cb43def4ad7cad71670\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>尽管历史表明年底可能会出现上涨，但华尔街对未来12个月的前景并不确定。尽管LSEG调查的大多数分析师给予其买入评级，但典型的目标价暗示Targa的股票将在明年回调超过4%。</p><p><a href=\"https://laohu8.com/S/KEY\">KeyCorp</a> 是另一家入选的银行股，但花旗分析师Keith Horowitz建议投资者保持谨慎。他指出，这家位于美国克利夫兰的金融公司在周三表现不错，但其估值“相对饱和”。因此，他随后将该股评级从“买入”下调至“中性”。</p><p>2024年不包括4.1%的丰厚股息，该股上涨了33%，有望终结连续两年的下跌趋势。LSEG的大多数分析师给予其买入评级，但预计KeyCorp的股价在今年上涨后将下跌5%以上。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/242c730c5c65a015a1bb218f280ae3b1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，2016年的市场表现提供了一个更为积极的历史参考。在2016年11月7日到那年年底期间，KeyCorp的股价上涨了超过25%。</p><p><a href=\"https://laohu8.com/S/KMX\">车美仕</a> 是一只周期性股票，预计将从放松管制和高贝塔股票的普涨中受益。这家二手车经销商的股价在2016年选举前一天到次年开盘前上涨了25%。</p><p>尽管周三涨幅约4%，但2024年 <a href=\"https://laohu8.com/S/KMX\">车美仕</a> 的股价仍略有下跌，远低于市场回报。根据LSEG的数据，大多数分析师对其评级为买入，一致目标价显示未来一年该股可上涨约6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da2b77ee8ed6eec45ab4aeb2e45bdbfc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p><em>文章源自CNBC《Trump trades: Using the 2016 Trump rally stocks as a playbook for what to buy now》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/0ee710db146f173b4f00dff724f65c76","relate_stocks":{"ZBRA":"斑马技术","FITB":"五三银行","CFG":"Citizens Financial Group","BAC":"美国银行","UAL":"联合大陆航空","HES":"赫斯","KEY":"KeyCorp","KMX":"车美仕","HII":"亨廷顿英格尔斯工业","GS":"高盛","NVDA":"英伟达","MU":"美光科技","URI":"联合租赁","RF":"地区金融","STLD":"Steel Dynamics","SYF":"Synchrony Financial","MTB":"美国制商银行","HBAN":"亨廷顿银行","DFS":"发现金融","JPM":"摩根大通","CF":"CF工业","MS":"摩根士丹利","CZR":"凯撒娱乐","TRGP":"Targa Resources Corp"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188949978","content_text":"在美国等待特朗普明年1 月第二次就职之际，您是否想知道今年剩余时间哪些股票可能表现出色？回顾上次的市场表现可以提供一些线索。CNBC找到了2016年11月7日（当年总统选举的前一天）至当年年底期间表现最好的标普500指数股票。鉴于特朗普将于明年1月20日重返白宫，这些公司在此期间可能因政策因素而获得显著收益。一些之前的赢家来自银行、工业和能源等板块，这些板块被认为受益于特朗普支持放松管制的政策。其他则是能够随大盘上涨并从公司税率中受益的高贝塔成长型股票。以银行股为例，美国银行的分析师Ebrahim Poonawala表示，考虑到美国政府监督减少和反垄断挑战的减少，金融股在今年年底前可能再次上涨。他告诉客户：“我们认为美国大选的结果对银行股是积极的。”另一方面，能源板块则更加复杂。伯恩斯坦的分析师Bob Brackett指出，能源板块已经出现“极端赢家和输家”，其中钢铁和油气公司受益，而可再生能源则受到打击。花旗集团的Andrew Kaplowitz在周三发给客户的报告中也表达了类似的观点。Kaplowitz写道：“我们认为特朗普总统任期内可能受益的主题包括能源相关投资和产业回迁”，指的是制造业和生产从海外回流至美国的公司。“相反，更加‘绿色友好’政府的受益者在短期内可能面临相对压力...不过我们认为这些股票的长期有利基础应该仍然稳固。”以下是完整的股票清单，以及2024年选举后第二天每只股票的表现，为未来可能的走势提供一些预示。不过需要注意的是，周三的涨势是在道琼斯工业指数大涨超过1500点的市场拉升背景下出现的。2016年特朗普大选后的赢家股票代码公司名称RBICS经济类别2016年11月7日-年底区间涨幅（%）2024年11月6日单日表现（%）特朗普因素AMD美国超微公司科技62.92.4减税，高贝塔CZR凯撒娱乐消费服务56.94.3放松管制，减税NVDA英伟达科技49.84.1减税URI联合租赁工业38.710.3放松管制，减税CFCF工业非能源材料35.2-4.0放松管制，减税ZBRA斑马技术科技32.63.8减税, 经济GS高盛金融31.913.1放松管制，减税HES赫斯能源31.32.3传统能源, 减税RF地区金融金融31.011.4放松管制，减税CFGCitizens Financial Group金融30.314.4放松管制，减税BAC美国银行金融29.98.4放松管制，减税HBAN亨廷顿银行金融26.512.7放松管制，减税MU美光科技科技26.26.0减税，高贝塔KEYKeyCorp金融25.715.7放松管制，减税MTB美国制商银行金融25.312.1放松管制，减税STLDSteel Dynamics非能源材料25.113.8关税，减税KMX车美仕周期性消费25.04.1放松管制, 高贝塔DFS发现金融金融24.920.2放松管制，减税SYFSynchrony Financial金融24.618.8放松管制，减税UAL联合大陆航空工业24.59.4减税，放松管制MS摩根士丹利金融24.311.6放松管制，减税HII亨廷顿英格尔斯工业工业23.75.2放松管制，减税JPM摩根大通金融23.511.5放松管制，减税FITB五三银行金融23.28.6放松管制，减税TRGPTarga Resources Corp能源22.54.9传统能源, 减税来源: FactSetTarga Resources Corp 是2016年能源板块的一个代表性股票。到目前为止，2024年对该股来说也是好年头，不包括股息股价上涨了116%。尽管历史表明年底可能会出现上涨，但华尔街对未来12个月的前景并不确定。尽管LSEG调查的大多数分析师给予其买入评级，但典型的目标价暗示Targa的股票将在明年回调超过4%。KeyCorp 是另一家入选的银行股，但花旗分析师Keith Horowitz建议投资者保持谨慎。他指出，这家位于美国克利夫兰的金融公司在周三表现不错，但其估值“相对饱和”。因此，他随后将该股评级从“买入”下调至“中性”。2024年不包括4.1%的丰厚股息，该股上涨了33%，有望终结连续两年的下跌趋势。LSEG的大多数分析师给予其买入评级，但预计KeyCorp的股价在今年上涨后将下跌5%以上。然而，2016年的市场表现提供了一个更为积极的历史参考。在2016年11月7日到那年年底期间，KeyCorp的股价上涨了超过25%。车美仕 是一只周期性股票，预计将从放松管制和高贝塔股票的普涨中受益。这家二手车经销商的股价在2016年选举前一天到次年开盘前上涨了25%。尽管周三涨幅约4%，但2024年 车美仕 的股价仍略有下跌，远低于市场回报。根据LSEG的数据，大多数分析师对其评级为买入，一致目标价显示未来一年该股可上涨约6%。文章源自CNBC《Trump trades: Using the 2016 Trump rally stocks as a playbook for what to buy 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22:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二，美股纳斯达克指数大幅低开后持续下行，截至发稿跌幅至2.17%。</p><p><img src=\"https://static.tigerbbs.com/c4307b3f3a162abd43154ad99cd7ad3e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>明星科技股集体走低，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌3.88%，Paypal(PYPL.O)跌3.58%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌3.03%，<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌2.8%、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>跌1.97%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48729940b5a815d99b2cb055fae07190","relate_stocks":{".IXIC":"NASDAQ 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justify;\">当地时间8月12日，白宫发言人卡罗琳·莱维特在记者会上说，目前此类协议仅涉及这两家公司，“但未来或许可以扩大到其他公司”。她还说，美国商务部仍在研究相关法律依据以及具体操作方式，细节将由商务部进一步说明。</p><p>英国《金融时报》此前报道称，这项协议适用于英伟达的H20芯片和AMD的MI308芯片。美国总统特朗普在11日证实，美国政府已经与英伟达达成协议，批准对华出口H20芯片的许可，条件是相关销售收入的15%需上缴政府。白宫随后也证实，AMD也同意类似协议，条件也是上缴部分在华销售收入。</p><p style=\"text-align: justify;\">H20芯片是英伟达按照美国对华技术出口管制要求，专为中国市场设计的AI芯片，性能远不及其国际市场主流GPU芯片H100。今年4月，该芯片被美国以国家安全为由，对包括中国在内的一些国家禁售。在此之前，英伟达曾预计该芯片单季销售额可超80亿美元。7月，英伟达首席执行官（CEO）黄仁勋在北京访问期间宣布，美国政府已批准H20芯片恢复对华出口。</p><p style=\"text-align: justify;\">《金融时报》报道称，这种向企业索要部分收入来换出口许可证的做法是前所未有的。</p></body></html>","source":"lsy1568628563230","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>白宫：英伟达AMD上缴15%在华收入，或扩大至更多公司</title>\n<style 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href=\"https://world.huanqiu.com/article/4NtNqD4k6PL\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"BK4567":"ESG概念","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","AMD":"美国超微公司","NVDA":"英伟达","BK4573":"虚拟现实","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - 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图源：外媒当地时间8月12日，白宫发言人卡罗琳·莱维特在记者会上说，目前此类协议仅涉及这两家公司，“但未来或许可以扩大到其他公司”。她还说，美国商务部仍在研究相关法律依据以及具体操作方式，细节将由商务部进一步说明。英国《金融时报》此前报道称，这项协议适用于英伟达的H20芯片和AMD的MI308芯片。美国总统特朗普在11日证实，美国政府已经与英伟达达成协议，批准对华出口H20芯片的许可，条件是相关销售收入的15%需上缴政府。白宫随后也证实，AMD也同意类似协议，条件也是上缴部分在华销售收入。H20芯片是英伟达按照美国对华技术出口管制要求，专为中国市场设计的AI芯片，性能远不及其国际市场主流GPU芯片H100。今年4月，该芯片被美国以国家安全为由，对包括中国在内的一些国家禁售。在此之前，英伟达曾预计该芯片单季销售额可超80亿美元。7月，英伟达首席执行官（CEO）黄仁勋在北京访问期间宣布，美国政府已批准H20芯片恢复对华出口。《金融时报》报道称，这种向企业索要部分收入来换出口许可证的做法是前所未有的。","news_type":1,"symbols_score_info":{"AMD":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462608621326352,"gmtCreate":1753978017015,"gmtModify":1753978019032,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"恩匹瑟","avatar":"https://static.tigerbbs.com/38278814107db236ff1067e04170ffe3","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"亚马逊涨幅不会超过10%","listText":"亚马逊涨幅不会超过10%","text":"亚马逊涨幅不会超过10%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462608621326352","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456813233164376,"gmtCreate":1752563957255,"gmtModify":1752563959203,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"恩匹瑟","avatar":"https://static.tigerbbs.com/38278814107db236ff1067e04170ffe3","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"<a 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15:52","market":"hk","language":"zh","title":"蔚来李斌发全员信：明年销量翻番，2026年盈利，是不容有失的任务","url":"https://stock-news.laohu8.com/highlight/detail?id=1151484036","media":"新浪科技","summary":"提出了“保持初心、专注行动”的新要求。","content":"<html><head></head><body><p>在公司成立十周年之际，蔚来创始人李斌发布内部信，向团队提出了“保持初心、专注行动”的新要求。</p><p style=\"text-align: start;\">李斌在信中表示，智能电动汽车产业资格赛最激烈最残酷的阶段已经来临，两三年后只有少数优秀企业能生存下来。“接下来我们要面对的是更高维度的竞争，不能有短板，也不可能速胜。”</p><p style=\"text-align: start;\">在内部信中，李斌强调了保持初心的重要性，“我们每次能够从困境中走出来，都是因为回到了初心，改正了背离蔚来价值体系的做法。”李斌要求团队持续加强自下而上的体系能力建设，聚焦提升基本经营单元的运营效率。“好的想法离开执行力就是空谈，长期主义更不应该是不做好短期执行的借口。接下来两年是至关重要的两年，持续推出有竞争力的新产品，持续提升运营效率，明年实现销量翻番，2026年实现公司盈利，是不容有失的工作任务。”李斌表示。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecabc950da4b749f3309d32abefc8c2d\" tg-width=\"1116\" tg-height=\"6441\"/></p><p></p></body></html>","source":"sina_tech","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\" 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href=https://finance.sina.com.cn/tech/shenji/2024-11-25/doc-incxhkcn8182034.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在公司成立十周年之际，蔚来创始人李斌发布内部信，向团队提出了“保持初心、专注行动”的新要求。李斌在信中表示，智能电动汽车产业资格赛最激烈最残酷的阶段已经来临，两三年后只有少数优秀企业能生存下来。“接下来我们要面对的是更高维度的竞争，不能有短板，也不可能速胜。”在内部信中，李斌强调了保持初心的重要性，“我们每次能够从困境中走出来，都是因为回到了初心，改正了背离蔚来价值体系的做法。”李斌要求团队持续...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2024-11-25/doc-incxhkcn8182034.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/shenji/2024-11-25/doc-incxhkcn8182034.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151484036","content_text":"在公司成立十周年之际，蔚来创始人李斌发布内部信，向团队提出了“保持初心、专注行动”的新要求。李斌在信中表示，智能电动汽车产业资格赛最激烈最残酷的阶段已经来临，两三年后只有少数优秀企业能生存下来。“接下来我们要面对的是更高维度的竞争，不能有短板，也不可能速胜。”在内部信中，李斌强调了保持初心的重要性，“我们每次能够从困境中走出来，都是因为回到了初心，改正了背离蔚来价值体系的做法。”李斌要求团队持续加强自下而上的体系能力建设，聚焦提升基本经营单元的运营效率。“好的想法离开执行力就是空谈，长期主义更不应该是不做好短期执行的借口。接下来两年是至关重要的两年，持续推出有竞争力的新产品，持续提升运营效率，明年实现销量翻番，2026年实现公司盈利，是不容有失的工作任务。”李斌表示。","news_type":1,"symbols_score_info":{"09866":1.1,"NIO":1.1,"NIO.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":2584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146133151,"gmtCreate":1626057727973,"gmtModify":1626058643592,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"恩匹瑟","avatar":"https://static.tigerbbs.com/38278814107db236ff1067e04170ffe3","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"<a 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