红运2022的个人主页 - 老虎社区

红运2022

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IP属地：湖南

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31 minutes ago

$MIU.HK 20250929 57.50 CALL$

01:48

$阿里巴巴(BABA)$ 利好兑现回落

00:00

牛逼

09-24 23:34

$黄金2512(GC2512)$

09-23 17:38

$Metsera Inc.(MTSR)$ 昨晚流出那么多资金今天不回调一下说不过去啊

09-23 00:30

$微黄金2512(MGC2512)$

09-23 00:01

$微黄金2512(MGC2512)$

09-22 23:58

$MTSR 20251017 50.0 CALL$

09-22 23:54

资金在极速流出，所以这周周末应该会有一波下杀

利好突袭！深夜，暴涨！

09-17

$NVDA 20250919 138.0 PUT$ 很奇怪为什么有人买

06-05

$NVDA 20250613 146.0 CALL$

06-05

$CRM 20250620 280.0 CALL$

06-05

$MRVL 20250620 55.0 PUT$

06-05

$APLD 20250606 9.5 PUT$

06-04

$NVDA 20250606 140.0 CALL$

05-31

$GAP 20250530 25.0 PUT$

05-17

$AMD 20250516 102.0 PUT$

05-17

$TM 20250516 185.0 PUT$

05-17

$丰田汽车(TM)$

05-17

$Emles Luxury Goods ETF(LUXE.OLD)$

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利好兑现回落","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482041436373128","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482102627484368,"gmtCreate":1758729628130,"gmtModify":1758731951129,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"红运2022","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118205146243860","authorIdStr":"4118205146243860"},"themes":[],"htmlText":"牛逼","listText":"牛逼","text":"牛逼","images":[{"img":"https://static.tigerbbs.com/cca26dd15de2ec6fd9395e1acaf77d1f","width":"928","height":"1890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482102627484368","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":482097214874168,"gmtCreate":1758728082099,"gmtModify":1758728093591,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"红运2022","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118205146243860","authorIdStr":"4118205146243860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GC2512\">$黄金2512(GC2512)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/GC2512\">$黄金2512(GC2512)$ </a>&nbsp;","text":"$黄金2512(GC2512)$","images":[{"img":"https://static.tigerbbs.com/e5db010aff67dfbeb3ce5cd9ac001f62","width":"928","height":"1890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482097214874168","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":481674537759160,"gmtCreate":1758620287306,"gmtModify":1758620289157,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"红运2022","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118205146243860","authorIdStr":"4118205146243860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MTSR\">$Metsera Inc.(MTSR)$ </a> 昨晚流出那么多资金今天不回调一下说不过去啊","listText":"<a href=\"https://laohu8.com/S/MTSR\">$Metsera Inc.(MTSR)$ </a> 昨晚流出那么多资金今天不回调一下说不过去啊","text":"$Metsera Inc.(MTSR)$ 昨晚流出那么多资金今天不回调一下说不过去啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481674537759160","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481420283175384,"gmtCreate":1758558603000,"gmtModify":1758558614645,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"红运2022","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118205146243860","authorIdStr":"4118205146243860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/MGC2512\">$微黄金2512(MGC2512)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/MGC2512\">$微黄金2512(MGC2512)$ </a>&nbsp;","text":"$微黄金2512(MGC2512)$","images":[{"img":"https://static.tigerbbs.com/082c2579a3984e6137db8164a73168ec","width":"928","height":"1890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481420283175384","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":481414010696192,"gmtCreate":1758556888272,"gmtModify":1758556890610,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"红运2022","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118205146243860","authorIdStr":"4118205146243860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/MGC2512\">$微黄金2512(MGC2512)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/MGC2512\">$微黄金2512(MGC2512)$ </a>&nbsp;","text":"$微黄金2512(MGC2512)$","images":[{"img":"https://static.tigerbbs.com/5224061b3a9c2ce143ea248516afcac0","width":"928","height":"1890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481414010696192","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":481413446038256,"gmtCreate":1758556689857,"gmtModify":1758556701461,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"红运2022","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118205146243860","authorIdStr":"4118205146243860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/MTSR 20251017 50.0 CALL\">$MTSR 20251017 50.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/MTSR 20251017 50.0 CALL\">$MTSR 20251017 50.0 CALL$ </a>&nbsp;","text":"$MTSR 20251017 50.0 CALL$","images":[{"img":"https://static.tigerbbs.com/7c9fb7b9a4f0bc3632b9375da0c76c84","width":"928","height":"1890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481413446038256","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":481412267139456,"gmtCreate":1758556455444,"gmtModify":1758556457808,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"红运2022","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118205146243860","authorIdStr":"4118205146243860"},"themes":[],"htmlText":"资金在极速流出，所以这周周末应该会有一波下杀","listText":"资金在极速流出，所以这周周末应该会有一波下杀","text":"资金在极速流出，所以这周周末应该会有一波下杀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481412267139456","repostId":"2569273561","repostType":2,"repost":{"id":"2569273561","kind":"news","pubTimestamp":1758553595,"share":"https://www.laohu8.com/m/news/2569273561?lang=&edition=full","pubTime":"2025-09-22 23:06","market":"us","language":"zh","title":"利好突袭！深夜，暴涨！","url":"https://stock-news.laohu8.com/highlight/detail?id=2569273561","media":"券商中国","summary":"超级赛道突传重磅收购。受美国医药巨头辉瑞重金收购的消息刺激，美国减肥药物开发商Metsera股价大幅拉升，盘初一度暴涨超62%。有分析指出，这意味着辉瑞将强势回归减肥药赛道，其通过收购Metsera，有望快速获得成熟的药物管线和临床数据，避免从零开始的漫长研发周期。美股市场整体维持窄幅震荡格局，三大指数盘初小幅下挫后，集体翻红。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.MTSR&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p> <p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.PFE&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　超级赛道突传重磅收购。</p><p>　　受美国医药巨头<span><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></span><span></span>重金收购的消息刺激，美国<span>减肥药</span><span></span>物开发商Metsera股价大幅拉升，盘初一度暴涨超62%。有分析指出，这意味着<span href=\"http://quote.eastmoney.com/unify/r/106.PFE\" target=\"_blank\" web=\"1\">辉瑞</span>将强势回归<span href=\"http://quote.eastmoney.com/unify/r/90.BK1146\" target=\"_blank\" web=\"1\">减肥药</span>赛道，其通过收购Metsera，有望快速获得成熟的药物管线和临床数据，避免从零开始的漫长研发周期。</p><p>　　美股市场整体维持窄幅震荡格局，三大指数盘初小幅下挫后，集体翻红。值得注意的是，在美股不断刷新历史高点的背景下，有华尔街机构警告称，最近的美股涨势与20世纪90年代末的科技泡沫有些相似。即使美股上市公司的盈利继续改善，但目前的估值水平已经过高了。</p> <p>重磅收购引爆 </p><p>　　北京时间9月22日晚间，美股开盘后，Metsera股价大幅飙升，盘初一度暴涨超63%，截至22:30，涨幅达62.94%。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25583841140819315243_w830h1115.jpg\"/></center><p>　　有消息称，<span href=\"http://quote.eastmoney.com/unify/r/106.PFE\" target=\"_blank\" web=\"1\">辉瑞</span>公司已接近达成一项交易，计划以高达73亿美元的总价收购Metsera。</p><p>　　多位知情人士透露，辉瑞将以47.50美元/股的价格现金收购Metsera，并根据特定业绩里程碑的达成情况，再额外支付22.50美元/股，将使交易总价值达到73亿美元。</p><p>　　通过收购Metsera，辉瑞将补上“GLP-1 RA+长效胰淀素+口服<span href=\"http://quote.eastmoney.com/unify/r/90.BK1146\" target=\"_blank\" web=\"1\">减肥药</span>”的缺口。</p><p>　　据悉，Metsera成立于2022年，由风险投资公司ARCH Venture和投资公司<a href=\"https://laohu8.com/S/PHIC\">Population Health</a> Partners创立。</p><p>　　目前，Metsera在研管线中进展最快的是已经进入Ⅱb阶段的GLP-1 RA药物MET-097i。在一项为期12周的Ⅱ期试验中，受试者体重减少了11.3%，且副作用有限。</p><p>　　Metsera管线中还有一款长效胰淀素（Amylin）类似物药物MET-233i，预计会在年底前公布更多临床数据。科学家和投资者正在期待胰淀素成为有效的食欲抑制剂，同时避免GLP-1疗法导致的肌肉流失等副作用。<span><a href=\"https://laohu8.com/S/NVO\">诺和诺德</a></span><span></span>、<span><a href=\"https://laohu8.com/S/LLY\">礼来</a></span><span></span>和Zealand Pharma均在测试胰淀素治疗方案。Metsera也在推进口服多肽平台。</p><p>　　<span><a href=\"https://laohu8.com/S/GS\">高盛</a></span><span></span>分析师预测，到2030年，全球抗肥胖症药物的市场规模可能会增长到约1000亿美元。辉瑞通过收购Metsera，有望快速获得成熟的药物管线和临床数据，避免从零开始的漫长研发周期。</p><p>　　美股市场整体呈现震荡分化格局，截至北京时间22:30，道指跌0.2%，纳指涨0.18%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数微涨0.03%。</p><p>　　大型科技股涨跌不一，<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>大涨超4%，股价创逾八个月以来新高，此前<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">特斯拉</span>CEO马斯克与美国总统特朗普关系出现缓和迹象；<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>大涨近3%，股价亦创逾八个月以来新高，此前韦德布什公司给出华尔街最高目标价310美元；<span><a href=\"https://laohu8.com/S/NVDA\">英伟达</a></span><span></span>、<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<span><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></span><span></span>、<span><a href=\"https://laohu8.com/S/AVGO\">博通</a></span><span></span>均小幅下挫。</p><p>　　彭博策略师Garfield Reynolds认为，在美股市场波动性保持低位且美联储降息的背景下，特朗普政府对H-1B签证改革引发的阴云不太可能阻碍美股市场迈向新高的步伐。他分析称，科技公司的盈利能力看起来足以消化签证费用可能出现的任何突然飙升。</p> <p>华尔街大佬突发警告 </p><p>　　在美股三大指数不断创出历史新高的背景下，关于美股“泡沫”、高估值的警告愈发密集。</p><p>　　美东时间9月22日，投资咨询公司Yardeni Research创始人埃德·亚德尼（Ed Yardeni）警告称，最近的美股涨势与20世纪90年代末的科技泡沫有些相似。他认为，即使美股企业的盈利继续改善，当前的估值也已经过高了。</p><p>　　<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI的策略师Julian Emanuel也在最新发布的报告中表示，关于“泡沫”的讨论已正式进入市场对话。但Evercore认为，出现泡沫情景（即标普500指数在2026年底前达到9000点）的概率为25%，而其基本情景预测为7750点。</p><p>　　亚德尼指出，标普500指数的预期市盈率（P/E）目前为22倍，与本世纪初互联网泡沫高峰时期的25倍相差不远。</p><p>　　但亚德尼指出，目前美股的上涨是由企业利润支撑的，他仍然预计标普500指数将在2026年底达到7700点——这意味着较最新点位仍有15.6%的上涨空间。</p><p>　　展望美股盈利前景，<span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>策略师认为，市场可能低估了美股盈利增长的前景。</p><p>　　据<span href=\"http://quote.eastmoney.com/unify/r/106.MS\" target=\"_blank\" web=\"1\">摩根士丹利</span>最新发布的报告，积极的经营杠杆、不断下降的薪酬成本以及被压抑的需求正推动美股上市公司的每股收益修正转向积极。</p><p>　　<span href=\"http://quote.eastmoney.com/unify/r/106.MS\" target=\"_blank\" web=\"1\">摩根士丹利</span>表示，滚动性衰退（部分行业衰退而整体经济仍维持正增长）已结束，美国经济正过渡到早期周期背景，预计盈利增长将强于预期。收益修正广度的历史性重新加速（3个月变化基础上达到+35%，仅在衰退后的早期周期背景下出现）证实了这一转变。</p><p>　　报告指出，目前关键的投资逻辑是，美联储在2026年对通胀表现出更高容忍度，或将继续降息，进而推动美股上市公司的收入和盈利增长超出市场预期。</p><p>　　但亚德尼在报告中警告称：“如果美股像1999年那样对美联储的货币宽松政策做出过度乐观的反应，那么我们可能会更快地到达那里（7700点），然后随之而来的就是崩溃。”</p><p>（文章来源：券商中国）</p> </div></body></html>","source":"stock_eastmoney","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>利好突袭！深夜，暴涨！</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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利好突袭！深夜，暴涨！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-22 23:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202509223520168739.html><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>超级赛道突传重磅收购。　　受美国医药巨头辉瑞重金收购的消息刺激，美国减肥药物开发商Metsera股价大幅拉升，盘初一度暴涨超62%。有分析指出，这意味着辉瑞将强势回归减肥药赛道，其通过收购Metsera，有望快速获得成熟的药物管线和临床数据，避免从零开始的漫长研发周期。　　美股市场整体维持窄幅震荡格局，三大指数盘初小幅下挫后，集体翻红。值得注意的是，在美股不断刷新历史高点的背景下，有华尔街机构警告...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202509223520168739.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0985481810.HKD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (HKD) INC M","BK4592":"伊斯兰概念","BK4559":"巴菲特持仓","SH":"标普500反向ETF","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","SPXU":"三倍做空标普500ETF","LU0058720904.USD":"联博国际健康护理基金A","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","BK4588":"碎股",".SPX":"S&P 500 Index","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","SG9999001176.USD":"United Global Healthcare Acc USD","SSO":"两倍做多标普500ETF","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SPY":"标普500ETF","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","UPRO":"三倍做多标普500ETF","BK4581":"高盛持仓","IVV":"标普500指数ETF","SG9999002232.USD":"Allianz Global High Payout USD","BK4599":"减肥药","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","SG9999002224.SGD":"Allianz Global High Payout SGD","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","PFE":"辉瑞","LU0225771236.USD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (USD) INC MF","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","BK4585":"ETF&股票定投概念","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","BK4139":"生物科技","OEX":"标普100","SDS":"两倍做空标普500ETF","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0306807586.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" (USD) INC QF","MTSR":"Metsera Inc.","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H"},"source_url":"http://finance.eastmoney.com/a/202509223520168739.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569273561","content_text":"超级赛道突传重磅收购。　　受美国医药巨头辉瑞重金收购的消息刺激，美国减肥药物开发商Metsera股价大幅拉升，盘初一度暴涨超62%。有分析指出，这意味着辉瑞将强势回归减肥药赛道，其通过收购Metsera，有望快速获得成熟的药物管线和临床数据，避免从零开始的漫长研发周期。　　美股市场整体维持窄幅震荡格局，三大指数盘初小幅下挫后，集体翻红。值得注意的是，在美股不断刷新历史高点的背景下，有华尔街机构警告称，最近的美股涨势与20世纪90年代末的科技泡沫有些相似。即使美股上市公司的盈利继续改善，但目前的估值水平已经过高了。 重磅收购引爆 　　北京时间9月22日晚间，美股开盘后，Metsera股价大幅飙升，盘初一度暴涨超63%，截至22:30，涨幅达62.94%。 　　有消息称，辉瑞公司已接近达成一项交易，计划以高达73亿美元的总价收购Metsera。　　多位知情人士透露，辉瑞将以47.50美元/股的价格现金收购Metsera，并根据特定业绩里程碑的达成情况，再额外支付22.50美元/股，将使交易总价值达到73亿美元。　　通过收购Metsera，辉瑞将补上“GLP-1 RA+长效胰淀素+口服减肥药”的缺口。　　据悉，Metsera成立于2022年，由风险投资公司ARCH Venture和投资公司Population Health Partners创立。　　目前，Metsera在研管线中进展最快的是已经进入Ⅱb阶段的GLP-1 RA药物MET-097i。在一项为期12周的Ⅱ期试验中，受试者体重减少了11.3%，且副作用有限。　　Metsera管线中还有一款长效胰淀素（Amylin）类似物药物MET-233i，预计会在年底前公布更多临床数据。科学家和投资者正在期待胰淀素成为有效的食欲抑制剂，同时避免GLP-1疗法导致的肌肉流失等副作用。诺和诺德、礼来和Zealand Pharma均在测试胰淀素治疗方案。Metsera也在推进口服多肽平台。　　高盛分析师预测，到2030年，全球抗肥胖症药物的市场规模可能会增长到约1000亿美元。辉瑞通过收购Metsera，有望快速获得成熟的药物管线和临床数据，避免从零开始的漫长研发周期。　　美股市场整体呈现震荡分化格局，截至北京时间22:30，道指跌0.2%，纳指涨0.18%，标普500指数微涨0.03%。　　大型科技股涨跌不一，特斯拉大涨超4%，股价创逾八个月以来新高，此前特斯拉CEO马斯克与美国总统特朗普关系出现缓和迹象；苹果大涨近3%，股价亦创逾八个月以来新高，此前韦德布什公司给出华尔街最高目标价310美元；英伟达、微软、谷歌、亚马逊、博通均小幅下挫。　　彭博策略师Garfield Reynolds认为，在美股市场波动性保持低位且美联储降息的背景下，特朗普政府对H-1B签证改革引发的阴云不太可能阻碍美股市场迈向新高的步伐。他分析称，科技公司的盈利能力看起来足以消化签证费用可能出现的任何突然飙升。 华尔街大佬突发警告 　　在美股三大指数不断创出历史新高的背景下，关于美股“泡沫”、高估值的警告愈发密集。　　美东时间9月22日，投资咨询公司Yardeni Research创始人埃德·亚德尼（Ed Yardeni）警告称，最近的美股涨势与20世纪90年代末的科技泡沫有些相似。他认为，即使美股企业的盈利继续改善，当前的估值也已经过高了。　　Evercore ISI的策略师Julian Emanuel也在最新发布的报告中表示，关于“泡沫”的讨论已正式进入市场对话。但Evercore认为，出现泡沫情景（即标普500指数在2026年底前达到9000点）的概率为25%，而其基本情景预测为7750点。　　亚德尼指出，标普500指数的预期市盈率（P/E）目前为22倍，与本世纪初互联网泡沫高峰时期的25倍相差不远。　　但亚德尼指出，目前美股的上涨是由企业利润支撑的，他仍然预计标普500指数将在2026年底达到7700点——这意味着较最新点位仍有15.6%的上涨空间。　　展望美股盈利前景，摩根士丹利策略师认为，市场可能低估了美股盈利增长的前景。　　据摩根士丹利最新发布的报告，积极的经营杠杆、不断下降的薪酬成本以及被压抑的需求正推动美股上市公司的每股收益修正转向积极。　　摩根士丹利表示，滚动性衰退（部分行业衰退而整体经济仍维持正增长）已结束，美国经济正过渡到早期周期背景，预计盈利增长将强于预期。收益修正广度的历史性重新加速（3个月变化基础上达到+35%，仅在衰退后的早期周期背景下出现）证实了这一转变。　　报告指出，目前关键的投资逻辑是，美联储在2026年对通胀表现出更高容忍度，或将继续降息，进而推动美股上市公司的收入和盈利增长超出市场预期。　　但亚德尼在报告中警告称：“如果美股像1999年那样对美联储的货币宽松政策做出过度乐观的反应，那么我们可能会更快地到达那里（7700点），然后随之而来的就是崩溃。”（文章来源：券商中国）","news_type":1,"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"MTSR":0.9,"OEF":0.6,"OEX":0.6,"PFE":0.9,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.9,"SSO":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479632032837792,"gmtCreate":1758121998068,"gmtModify":1758121999621,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"红运2022","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118205146243860","authorIdStr":"4118205146243860"},"themes":[],"htmlText":"<a 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