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eric8046
2021-07-12
Like and share[微笑]
抱歉，原内容已删除
eric8046
2021-06-20
Yes, Like and have a nice day . Stay safe.....
抱歉，原内容已删除
eric8046
2021-06-17
$MESA 20210716 12.5 CALL(MESA)$
累呀
eric8046
2021-05-31
Like and share
抱歉，原内容已删除
eric8046
2021-07-13
Great and good , please like me . Many thanks....
@小虎周报:美股周策略：最强季度来了，银行股撒钱“助兴"新财季了
eric8046
2021-07-01
Feeling[微笑]
eric8046
2021-05-31
Great ariticle, would you like to share it?
抱歉，原内容已删除
eric8046
2021-05-31
Ok, thanks
抱歉，原内容已删除
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、<a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 等大型银行。年初以来，标普500指数累计上涨16%，银行板块累计涨幅超过20%，轻松跑赢大盘。 先看今年6月份银行业压力测试，从区域上看，大部门银行都宣布了提高派息，这一点美国银行业继续领先于欧洲银行业； 目前可以定量观察的在于，美国银行业普遍提高了股息率，结合公司公开披露","text":"7月初美股继续延续涨势，和过去大部分年份里的7月上旬一样，季报前的盈利上调仍然是美股上扬的主要催化剂。尤其是今天的特殊性在于：1.美股盈利受基数还有全面免疫，复工复产等因素影响，二季度属于增长最强的季度（目前预期为同比+64%），这将是10多年以来单季最高增长率，也是全年的顶点。 2.与此同时，货币政策也需要等待更多就业数据来当论据，这部分至少要在8月份公布7月非农数据时，才会有参考价值。因此在真正季报披露前，市场笃定盈利预跑行情（Earning Run）推动美股先行上涨就不足为奇。《2H展望，疫情后美股上涨的核心逻辑能否延续？》20210705 前情回顾：从6月底的回购、派息力度看，交易型银行对投资者更加友好 财报方面，本周打头阵的依旧是$摩根大通(JPM)$ 、$花旗(C)$ 、$高盛(GS)$ 、$摩根士丹利(MS)$ 、$美国银行(BAC)$ 等大型银行。年初以来，标普500指数累计上涨16%，银行板块累计涨幅超过20%，轻松跑赢大盘。 先看今年6月份银行业压力测试，从区域上看，大部门银行都宣布了提高派息，这一点美国银行业继续领先于欧洲银行业； 目前可以定量观察的在于，美国银行业普遍提高了股息率，结合公司公开披露","images":[{"img":"https://static.tigerbbs.com/aab5d24cf5d78354c607981555b0a266","width":"1183","height":"679"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146690735","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146362220,"gmtCreate":1626054505460,"gmtModify":1633930608327,"author":{"id":"3585522070913256","authorId":"3585522070913256","name":"eric8046","avatar":"https://static.tigerbbs.com/a4f18c6c9a223c16cee5050fbd3a375e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585522070913256","idStr":"3585522070913256"},"themes":[],"htmlText":"Like and share[微笑] ","listText":"Like and share[微笑] ","text":"Like and 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Many thanks....","listText":"Great and good , please like me . Many thanks....","text":"Great and good , please like me . Many thanks....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142683022","repostId":"146690735","repostType":1,"repost":{"id":146690735,"gmtCreate":1626073033623,"gmtModify":1744960706953,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美股周策略：最强季度来了，银行股撒钱“助兴\"新财季了","htmlText":"7月初美股继续延续涨势，和过去大部分年份里的7月上旬一样，季报前的盈利上调仍然是美股上扬的主要催化剂。尤其是今天的特殊性在于：1.美股盈利受基数还有全面免疫，复工复产等因素影响，二季度属于增长最强的季度（目前预期为同比+64%），这将是10多年以来单季最高增长率，也是全年的顶点。 2.与此同时，货币政策也需要等待更多就业数据来当论据，这部分至少要在8月份公布7月非农数据时，才会有参考价值。因此在真正季报披露前，市场笃定盈利预跑行情（Earning Run）推动美股先行上涨就不足为奇。<a href=\"https://static.tigerbbs.com/380f894305880218021c392808c43a0b\" target=\"_blank\">《2H展望，疫情后美股上涨的核心逻辑能否延续？》20210705</a> 前情回顾：从6月底的回购、派息力度看，交易型银行对投资者更加友好 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