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Bill_Z
06-19
$泡泡玛特(09992)$
labubu一级市场已经膝斩,黄牛不收,官方疯狂补货,二级市场同步下跌。已经见顶,并且至少下跌30-50%。
Bill_Z
2024-10-07
说说你对这篇新闻的看法...
高盛首席中国股票策略师:当前买入中国资产的十大理由
Bill_Z
2024-08-02
$10年德债2409(FGBL2409)$
德债还有很大的空间
Bill_Z
2024-07-11
最近做的还不错
去老虎APP查看更多动态
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21:13","market":"sh","language":"zh","title":"高盛首席中国股票策略师:当前买入中国资产的十大理由","url":"https://stock-news.laohu8.com/highlight/detail?id=1198050521","media":"老虎资讯综合","summary":"政策为经济增长和股市托底。","content":"<html><head></head><body><p>高盛首席中国股票策略师刘劲津发表最新点评,陈述了当前买入中国资产的十大理由。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815838d1f9ce4b95f62328247ffddc2c\" tg-width=\"510\" tg-height=\"195\"/></p><p>具体来看,这十大理由包括:</p><p>第一,“政策底”显现,政策为经济增长和股市托底。</p><p>第二,这一次政策反应与此前有所不同,投资者在很大程度上得到了他们所希望的。</p><p>第三,中国人民银行正在向股市提供前所未有的、非传统的政策支持。</p><p>第四,在两周内上涨了约30%之后,回调风险可能已经上升,但政策转向引发的“重新评级交易”很难就此停止。</p><p>第五,日本市场的经验显示,即使在长期下行的宏观市场环境下,也可以存在强大且可交易的结构性机会。</p><p>第六,中期估值仍蕴含以较低成本看涨经济上行和政策加码的空间。</p><p>第七,害怕错过上涨(FOMO)的情绪还有运行空间,仓位处于低位,资金从发达市场向新兴市场的转移正在进行中。</p><p>第八,企业盈利前景已经适度改善。</p><p>第九,美联储降息50个基点打开了中国货币政策的操作空间,未来中国刺激政策的强度和持续性可能还会继续。</p><p>第十,即便涨势开始动摇,中国股票在投资者投资组合中仍然有一席之地。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">2024-10-07 21:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>高盛首席中国股票策略师刘劲津发表最新点评,陈述了当前买入中国资产的十大理由。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815838d1f9ce4b95f62328247ffddc2c\" tg-width=\"510\" tg-height=\"195\"/></p><p>具体来看,这十大理由包括:</p><p>第一,“政策底”显现,政策为经济增长和股市托底。</p><p>第二,这一次政策反应与此前有所不同,投资者在很大程度上得到了他们所希望的。</p><p>第三,中国人民银行正在向股市提供前所未有的、非传统的政策支持。</p><p>第四,在两周内上涨了约30%之后,回调风险可能已经上升,但政策转向引发的“重新评级交易”很难就此停止。</p><p>第五,日本市场的经验显示,即使在长期下行的宏观市场环境下,也可以存在强大且可交易的结构性机会。</p><p>第六,中期估值仍蕴含以较低成本看涨经济上行和政策加码的空间。</p><p>第七,害怕错过上涨(FOMO)的情绪还有运行空间,仓位处于低位,资金从发达市场向新兴市场的转移正在进行中。</p><p>第八,企业盈利前景已经适度改善。</p><p>第九,美联储降息50个基点打开了中国货币政策的操作空间,未来中国刺激政策的强度和持续性可能还会继续。</p><p>第十,即便涨势开始动摇,中国股票在投资者投资组合中仍然有一席之地。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198050521","content_text":"高盛首席中国股票策略师刘劲津发表最新点评,陈述了当前买入中国资产的十大理由。具体来看,这十大理由包括:第一,“政策底”显现,政策为经济增长和股市托底。第二,这一次政策反应与此前有所不同,投资者在很大程度上得到了他们所希望的。第三,中国人民银行正在向股市提供前所未有的、非传统的政策支持。第四,在两周内上涨了约30%之后,回调风险可能已经上升,但政策转向引发的“重新评级交易”很难就此停止。第五,日本市场的经验显示,即使在长期下行的宏观市场环境下,也可以存在强大且可交易的结构性机会。第六,中期估值仍蕴含以较低成本看涨经济上行和政策加码的空间。第七,害怕错过上涨(FOMO)的情绪还有运行空间,仓位处于低位,资金从发达市场向新兴市场的转移正在进行中。第八,企业盈利前景已经适度改善。第九,美联储降息50个基点打开了中国货币政策的操作空间,未来中国刺激政策的强度和持续性可能还会继续。第十,即便涨势开始动摇,中国股票在投资者投资组合中仍然有一席之地。","news_type":1,"symbols_score_info":{"000001.SH":1.1,"HSI":1.1}},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333842880229688,"gmtCreate":1722537722633,"gmtModify":1722563442766,"author":{"id":"4162996666592222","authorId":"4162996666592222","name":"Bill_Z","avatar":"https://static.tigerbbs.com/148d62f41b85e306202bee05a4f3b4a9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4162996666592222","idStr":"4162996666592222"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> labubu一级市场已经膝斩,黄牛不收,官方疯狂补货,二级市场同步下跌。已经见顶,并且至少下跌30-50%。","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> labubu一级市场已经膝斩,黄牛不收,官方疯狂补货,二级市场同步下跌。已经见顶,并且至少下跌30-50%。","text":"$泡泡玛特(09992)$ labubu一级市场已经膝斩,黄牛不收,官方疯狂补货,二级市场同步下跌。已经见顶,并且至少下跌30-50%。","images":[{"img":"https://static.tigerbbs.com/0ebab8d792f54e7d8fd4eac5dfafb261","width":"1290","height":"2496"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/447603733852288","isVote":1,"tweetType":1,"viewCount":2633,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582596652032038","authorId":"3582596652032038","name":"虎爸打松","avatar":"https://static.tigerbbs.com/b6a94380d40cd23a97d946ef1494b03c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3582596652032038","idStr":"3582596652032038"},"content":"跟饥饿营销没什么区别,接下来就是暴跌模式。","text":"跟饥饿营销没什么区别,接下来就是暴跌模式。","html":"跟饥饿营销没什么区别,接下来就是暴跌模式。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":333842880229688,"gmtCreate":1722537722633,"gmtModify":1722563442766,"author":{"id":"4162996666592222","authorId":"4162996666592222","name":"Bill_Z","avatar":"https://static.tigerbbs.com/148d62f41b85e306202bee05a4f3b4a9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4162996666592222","idStr":"4162996666592222"},"themes":[],"htmlText":"<a 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德债还有很大的空间","images":[{"img":"https://static.tigerbbs.com/70e2f1bf27cbfdeb8ce2fef2f1660900","width":"1092","height":"1716"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/333842880229688","isVote":1,"tweetType":1,"viewCount":7859,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574401099717599","authorId":"3574401099717599","name":"迷鹿小仙女","avatar":"https://static.tigerbbs.com/aa92b3c7c7d183eabce7c42cf01a2fc4","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3574401099717599","idStr":"3574401099717599"},"content":"10万欧元了太厉害了","text":"10万欧元了太厉害了","html":"10万欧元了太厉害了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":357601401237896,"gmtCreate":1728307204991,"gmtModify":1728307206644,"author":{"id":"4162996666592222","authorId":"4162996666592222","name":"Bill_Z","avatar":"https://static.tigerbbs.com/148d62f41b85e306202bee05a4f3b4a9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4162996666592222","idStr":"4162996666592222"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357601401237896","repostId":"1198050521","repostType":2,"repost":{"id":"1198050521","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":1728306798,"share":"https://www.laohu8.com/m/news/1198050521?lang=zh_CN&edition=full","pubTime":"2024-10-07 21:13","market":"sh","language":"zh","title":"高盛首席中国股票策略师:当前买入中国资产的十大理由","url":"https://stock-news.laohu8.com/highlight/detail?id=1198050521","media":"老虎资讯综合","summary":"政策为经济增长和股市托底。","content":"<html><head></head><body><p>高盛首席中国股票策略师刘劲津发表最新点评,陈述了当前买入中国资产的十大理由。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815838d1f9ce4b95f62328247ffddc2c\" tg-width=\"510\" tg-height=\"195\"/></p><p>具体来看,这十大理由包括:</p><p>第一,“政策底”显现,政策为经济增长和股市托底。</p><p>第二,这一次政策反应与此前有所不同,投资者在很大程度上得到了他们所希望的。</p><p>第三,中国人民银行正在向股市提供前所未有的、非传统的政策支持。</p><p>第四,在两周内上涨了约30%之后,回调风险可能已经上升,但政策转向引发的“重新评级交易”很难就此停止。</p><p>第五,日本市场的经验显示,即使在长期下行的宏观市场环境下,也可以存在强大且可交易的结构性机会。</p><p>第六,中期估值仍蕴含以较低成本看涨经济上行和政策加码的空间。</p><p>第七,害怕错过上涨(FOMO)的情绪还有运行空间,仓位处于低位,资金从发达市场向新兴市场的转移正在进行中。</p><p>第八,企业盈利前景已经适度改善。</p><p>第九,美联储降息50个基点打开了中国货币政策的操作空间,未来中国刺激政策的强度和持续性可能还会继续。</p><p>第十,即便涨势开始动摇,中国股票在投资者投资组合中仍然有一席之地。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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高盛首席中国股票策略师:当前买入中国资产的十大理由\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\">2024-10-07 21:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>高盛首席中国股票策略师刘劲津发表最新点评,陈述了当前买入中国资产的十大理由。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815838d1f9ce4b95f62328247ffddc2c\" tg-width=\"510\" tg-height=\"195\"/></p><p>具体来看,这十大理由包括:</p><p>第一,“政策底”显现,政策为经济增长和股市托底。</p><p>第二,这一次政策反应与此前有所不同,投资者在很大程度上得到了他们所希望的。</p><p>第三,中国人民银行正在向股市提供前所未有的、非传统的政策支持。</p><p>第四,在两周内上涨了约30%之后,回调风险可能已经上升,但政策转向引发的“重新评级交易”很难就此停止。</p><p>第五,日本市场的经验显示,即使在长期下行的宏观市场环境下,也可以存在强大且可交易的结构性机会。</p><p>第六,中期估值仍蕴含以较低成本看涨经济上行和政策加码的空间。</p><p>第七,害怕错过上涨(FOMO)的情绪还有运行空间,仓位处于低位,资金从发达市场向新兴市场的转移正在进行中。</p><p>第八,企业盈利前景已经适度改善。</p><p>第九,美联储降息50个基点打开了中国货币政策的操作空间,未来中国刺激政策的强度和持续性可能还会继续。</p><p>第十,即便涨势开始动摇,中国股票在投资者投资组合中仍然有一席之地。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198050521","content_text":"高盛首席中国股票策略师刘劲津发表最新点评,陈述了当前买入中国资产的十大理由。具体来看,这十大理由包括:第一,“政策底”显现,政策为经济增长和股市托底。第二,这一次政策反应与此前有所不同,投资者在很大程度上得到了他们所希望的。第三,中国人民银行正在向股市提供前所未有的、非传统的政策支持。第四,在两周内上涨了约30%之后,回调风险可能已经上升,但政策转向引发的“重新评级交易”很难就此停止。第五,日本市场的经验显示,即使在长期下行的宏观市场环境下,也可以存在强大且可交易的结构性机会。第六,中期估值仍蕴含以较低成本看涨经济上行和政策加码的空间。第七,害怕错过上涨(FOMO)的情绪还有运行空间,仓位处于低位,资金从发达市场向新兴市场的转移正在进行中。第八,企业盈利前景已经适度改善。第九,美联储降息50个基点打开了中国货币政策的操作空间,未来中国刺激政策的强度和持续性可能还会继续。第十,即便涨势开始动摇,中国股票在投资者投资组合中仍然有一席之地。","news_type":1,"symbols_score_info":{"000001.SH":1.1,"HSI":1.1}},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}