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张云山

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- 张云山张云山
  ·03-18
  哎呦喂，有点东西啊小老弟
  美银证券：华泰证券(06886)拟发100亿港元零息可转债估值仍具吸引力上调评级至“买入”
  华泰证券宣布拟发行明年到期的100亿港元零息可换股债券，转换价为每股19.7港元，相当于撇除股息后2024年市账率的1倍，若悉数转换，潜在摊薄为约5.6%，集资所得将用于支持海外业务扩张，与董事会此前提出向境外业务注资90亿元人民币的计划一致。
  美银证券：华泰证券(06886)拟发100亿港元零息可转债估值仍具吸引力上调评级至“买入”
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- 张云山张云山
  ·2025-07-23
  $闽东红集团(ORIS)$ 进场100块
  2,579 2
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- 张云山张云山
  ·2025-05-04
  这篇文章不错，转发给大家看看
  非常抱歉，此主贴已删除
  1,251 评论
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- 张云山张云山
  ·2025-04-10
  $TSLA 20250411 165.0 PUT$ 本质是长期持有
  3,828 1
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- 张云山张云山
  ·2025-02-26
  $美团-W(03690)$ 个人认为美团的前景还是很好的，考虑长期持有
  3,529 评论
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- 张云山张云山
  ·2025-01-03
  再接再厉
  2,323 评论
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- 张云山张云山
  ·2024-11-05
  谁觉得巴菲特傻？
  美股必将狂欢？哈里斯和特朗普或难改其涨势！
  自1984年以来，美股只有一年在美国大选后12个月走低。
  美股必将狂欢？哈里斯和特朗普或难改其涨势！
  2,614 评论
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- 张云山张云山
  ·2024-10-07
  $闽东红集团(ORIS)$ 找了几个电商平台都买不到他家茶叶，这正常吗？
  7,820 5
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11:07","market":"fut","language":"zh","title":"美银证券：华泰证券(06886)拟发100亿港元零息可转债 估值仍具吸引力 上调评级至“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2608335412","media":"智通财经","summary":"华泰证券宣布拟发行明年到期的100亿港元零息可换股债券，转换价为每股19.7港元，相当于撇除股息后2024年市账率的1倍，若悉数转换，潜在摊薄为约5.6%，集资所得将用于支持海外业务扩张，与董事会此前提出向境外业务注资90亿元人民币的计划一致。","content":"<html><body><p>智通财经APP获悉，美银证券发布研报称，相信随着可换股债券落实发行，<a href=\"https://laohu8.com/S/601688\">华泰证券</a>(06886)在筹措资金方面的不明朗因素已大致消除，将其投资评级由“中性”上调至“买入”，认为当前估值仍具吸引力，又指公司基本面保持稳健，境外资本补充或带来上行空间，对盈利预测维持不变，目标价22.1港元。</p><p><a href=\"https://laohu8.com/S/HTSC.UK\">华泰证券</a>宣布拟发行明年到期的100亿港元零息可换股债券，转换价为每股19.7港元，相当于撇除股息后2024年市账率的1倍，若悉数转换，潜在摊薄为约5.6%，集资所得将用于支持海外业务扩张，与董事会此前提出向境外业务注资90亿元人民币的计划一致。美银证券指，此次发行完成后，公司根据一般性授权仍具备股本融资空间，潜在发行规模可达总股本的20%。</p></body></html>","source":"stock_zhitongcaijing","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=http://www.zhitongcaijing.com/content/detail/1401417.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美银证券发布研报称，相信随着可换股债券落实发行，华泰证券(06886)在筹措资金方面的不明朗因素已大致消除，将其投资评级由“中性”上调至“买入”，认为当前估值仍具吸引力，又指公司基本面保持稳健，境外资本补充或带来上行空间，对盈利预测维持不变，目标价22.1港元。华泰证券宣布拟发行明年到期的100亿港元零息可换股债券，转换价为每股19.7港元，相当于撇除股息后2024年市账率的1...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1401417.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161027":"证券","06886":"HTSC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1401417.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608335412","content_text":"智通财经APP获悉，美银证券发布研报称，相信随着可换股债券落实发行，华泰证券(06886)在筹措资金方面的不明朗因素已大致消除，将其投资评级由“中性”上调至“买入”，认为当前估值仍具吸引力，又指公司基本面保持稳健，境外资本补充或带来上行空间，对盈利预测维持不变，目标价22.1港元。华泰证券宣布拟发行明年到期的100亿港元零息可换股债券，转换价为每股19.7港元，相当于撇除股息后2024年市账率的1倍，若悉数转换，潜在摊薄为约5.6%，集资所得将用于支持海外业务扩张，与董事会此前提出向境外业务注资90亿元人民币的计划一致。美银证券指，此次发行完成后，公司根据一般性授权仍具备股本融资空间，潜在发行规模可达总股本的20%。","news_type":1,"symbols_score_info":{"161027":1.5,"06886":1.5}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459614700376536,"gmtCreate":1753248051203,"gmtModify":1753248052354,"author":{"id":"3446762328075824","authorId":"3446762328075824","name":"张云山","avatar":"https://static.laohu8.com/e8b06f06c6fd8eda10f7cba5bede2d69","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3446762328075824","idStr":"3446762328075824"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORIS\">$闽东红集团(ORIS)$ </a> 进场100块","listText":"<a href=\"https://laohu8.com/S/ORIS\">$闽东红集团(ORIS)$ </a> 进场100块","text":"$闽东红集团(ORIS)$ 进场100块","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/459614700376536","isVote":1,"tweetType":1,"viewCount":2579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576534769404485","authorId":"3576534769404485","name":"果果不休","avatar":"https://static.tigerbbs.com/37b8f8a12ad92c6ba7490421e1fc8be1","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3576534769404485","idStr":"3576534769404485"},"content":"100块也会让你血本无归，这个股马上就要退市估计。","text":"100块也会让你血本无归，这个股马上就要退市估计。","html":"100块也会让你血本无归，这个股马上就要退市估计。"},{"author":{"id":"4188821138014142","authorId":"4188821138014142","name":"Cathywen","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4188821138014142","idStr":"4188821138014142"},"content":"100块买不少呢 [龇牙]","text":"100块买不少呢 [龇牙]","html":"100块买不少呢 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href=\"https://laohu8.com/OPT/TSLA 20250411 165.0 PUT\">$TSLA 20250411 165.0 PUT$ </a>&nbsp; 本质是长期持有","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20250411 165.0 PUT\">$TSLA 20250411 165.0 PUT$ </a>&nbsp; 本质是长期持有","text":"$TSLA 20250411 165.0 PUT$ 本质是长期持有","images":[{"img":"https://static.tigerbbs.com/4879e8d48b1ff3c27d124940f77d6d76","width":"1002","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/422601716449632","isVote":1,"tweetType":1,"viewCount":3828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":407759644692904,"gmtCreate":1740565208894,"gmtModify":1740565722210,"author":{"id":"3446762328075824","authorId":"3446762328075824","name":"张云山","avatar":"https://static.laohu8.com/e8b06f06c6fd8eda10f7cba5bede2d69","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3446762328075824","idStr":"3446762328075824"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v> 个人认为美团的前景还是很好的，考虑长期持有","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v> 个人认为美团的前景还是很好的，考虑长期持有","text":"$美团-W(03690)$ 个人认为美团的前景还是很好的，考虑长期持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407759644692904","isVote":1,"tweetType":1,"viewCount":3529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388620778819992,"gmtCreate":1735918851877,"gmtModify":1735920905607,"author":{"id":"3446762328075824","authorId":"3446762328075824","name":"张云山","avatar":"https://static.laohu8.com/e8b06f06c6fd8eda10f7cba5bede2d69","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3446762328075824","idStr":"3446762328075824"},"themes":[],"title":"","htmlText":"再接再厉","listText":"再接再厉","text":"再接再厉","images":[{"img":"https://static.tigerbbs.com/54d1149ba22914fcde3fd0b1202d7146","width":"1243","height":"2772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388620778819992","isVote":1,"tweetType":1,"viewCount":2323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":367523370934432,"gmtCreate":1730740132807,"gmtModify":1730741564115,"author":{"id":"3446762328075824","authorId":"3446762328075824","name":"张云山","avatar":"https://static.laohu8.com/e8b06f06c6fd8eda10f7cba5bede2d69","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3446762328075824","idStr":"3446762328075824"},"themes":[],"title":"","htmlText":"谁觉得巴菲特傻？","listText":"谁觉得巴菲特傻？","text":"谁觉得巴菲特傻？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367523370934432","repostId":"2480581734","repostType":2,"repost":{"id":"2480581734","kind":"highlight","pubTimestamp":1730733616,"share":"https://www.laohu8.com/m/news/2480581734?lang=zh_CN&edition=full","pubTime":"2024-11-04 23:20","market":"us","language":"zh","title":"美股必将狂欢？哈里斯和特朗普或难改其涨势！","url":"https://stock-news.laohu8.com/highlight/detail?id=2480581734","media":"金十数据","summary":"自1984年以来，美股只有一年在美国大选后12个月走低。","content":"<html><head></head><body><blockquote><p>自1984年以来，美股只有一年在美国大选后12个月走低。</p></blockquote><p>随着选民选择下一任美国总统，市场对结果的反应引发了疑问。分析师正在对此进行权衡。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>财富管理公司在11月1日发布的一份报告指出，选举之后，股市波动性可能会升高。然而，<strong>自1984年以来，只有一年大选后12个月市场走低，即2000年，当时股市正受到科技泡沫破裂的影响。</strong></p><p>全球投资策略师艾伦·温恩（Alan Wynne）写道：“纳斯达克100指数和<a href=\"https://laohu8.com/S/161125\">标普500</a>科技板块的跌幅超过两位数，<strong>而其他板块的跌幅则更为温和，甚至有些板块还出现了上涨。</strong>”</p><p>温恩表示，如果要对资本市场造成重大影响，我们可能需要一个决定性的结果，“这意味着总统和国会两院都由同一党派掌控。”</p><p>美国银行资产管理公司高级投资策略总监罗伯·霍沃思（Rob Haworth）在10月29日的一份报告中指出。<strong>如果没有出现一党横扫的局面，就很难让“最重大的政策提案生效”，他解释道，“而这正是市场可能变得更加敏感的时候。”</strong></p><p>然而，大选获胜者的大政方针可能会在行业层面上对资本市场产生一些影响。例如，霍沃思说，“如果共和党获胜，可能会推动更多化石燃料的开发，而如果民主党获胜，可能会进一步推动可再生能源的开发。”</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>公司的报告指出：“围绕美国大选的不确定性依然很高，我们继续认为结果可能产生重大影响，尤其是在贸易、移民和财政政策方面。”</p><p>这份深入分析报告比较了哈里斯和特朗普在联邦企业税率和关税等问题上的立场。报告还专门讨论了潜在政策变化对相关行业的潜在影响。</p><p>作为经济运行状况的风向标，银行业将是值得关注的对象。高盛股票研究部门的理查德·拉姆斯登（Richard Ramsden）写道：“银行的绝大部分收益来自国内，而且银行的扣除项目比其他行业少，<strong>这使得银行的收益对企业税率变化的敏感度比标普500指数平均水平更高。</strong>”</p><p>一些专家认为，无论谁当选总统，市场都会赢。<strong>彭博社进行的一项调查发现，大约一半的投资者认为，在哈里斯总统任期内，股市将保持或加速上涨，而59%的投资者认为，在特朗普总统任期内，股市也会出现同样的情况。</strong></p><p>该调查共有350名受访者，包括经济学家、投资组合经理和投资者。他们认为，无论哪位候选人上台，某些资产类别都将出现繁荣。</p></body></html>","source":"xnew_highlight","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>美股必将狂欢？哈里斯和特朗普或难改其涨势！</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; 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href=\"https://xnews.jin10.com/webapp/details.html?id=152336&type=news&data_type=0\">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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=152336&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480581734","content_text":"自1984年以来，美股只有一年在美国大选后12个月走低。随着选民选择下一任美国总统，市场对结果的反应引发了疑问。分析师正在对此进行权衡。摩根大通财富管理公司在11月1日发布的一份报告指出，选举之后，股市波动性可能会升高。然而，自1984年以来，只有一年大选后12个月市场走低，即2000年，当时股市正受到科技泡沫破裂的影响。全球投资策略师艾伦·温恩（Alan Wynne）写道：“纳斯达克100指数和标普500科技板块的跌幅超过两位数，而其他板块的跌幅则更为温和，甚至有些板块还出现了上涨。”温恩表示，如果要对资本市场造成重大影响，我们可能需要一个决定性的结果，“这意味着总统和国会两院都由同一党派掌控。”美国银行资产管理公司高级投资策略总监罗伯·霍沃思（Rob Haworth）在10月29日的一份报告中指出。如果没有出现一党横扫的局面，就很难让“最重大的政策提案生效”，他解释道，“而这正是市场可能变得更加敏感的时候。”然而，大选获胜者的大政方针可能会在行业层面上对资本市场产生一些影响。例如，霍沃思说，“如果共和党获胜，可能会推动更多化石燃料的开发，而如果民主党获胜，可能会进一步推动可再生能源的开发。”高盛公司的报告指出：“围绕美国大选的不确定性依然很高，我们继续认为结果可能产生重大影响，尤其是在贸易、移民和财政政策方面。”这份深入分析报告比较了哈里斯和特朗普在联邦企业税率和关税等问题上的立场。报告还专门讨论了潜在政策变化对相关行业的潜在影响。作为经济运行状况的风向标，银行业将是值得关注的对象。高盛股票研究部门的理查德·拉姆斯登（Richard Ramsden）写道：“银行的绝大部分收益来自国内，而且银行的扣除项目比其他行业少，这使得银行的收益对企业税率变化的敏感度比标普500指数平均水平更高。”一些专家认为，无论谁当选总统，市场都会赢。彭博社进行的一项调查发现，大约一半的投资者认为，在哈里斯总统任期内，股市将保持或加速上涨，而59%的投资者认为，在特朗普总统任期内，股市也会出现同样的情况。该调查共有350名受访者，包括经济学家、投资组合经理和投资者。他们认为，无论哪位候选人上台，某些资产类别都将出现繁荣。","news_type":1,"symbols_score_info":{".IXIC":1.1,".DJI":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":2614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357634923864480,"gmtCreate":1728316576387,"gmtModify":1728316675693,"author":{"id":"3446762328075824","authorId":"3446762328075824","name":"张云山","avatar":"https://static.laohu8.com/e8b06f06c6fd8eda10f7cba5bede2d69","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3446762328075824","idStr":"3446762328075824"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORIS\">$闽东红集团(ORIS)$ </a> 找了几个电商平台都买不到他家茶叶，这正常吗？","listText":"<a href=\"https://laohu8.com/S/ORIS\">$闽东红集团(ORIS)$ </a> 找了几个电商平台都买不到他家茶叶，这正常吗？","text":"$闽东红集团(ORIS)$ 找了几个电商平台都买不到他家茶叶，这正常吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/357634923864480","isVote":1,"tweetType":1,"viewCount":7820,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554922899031717","authorId":"3554922899031717","name":"火星阳","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3554922899031717","idStr":"3554922899031717"},"content":"他们是供应商，茶商，供货给别人贴牌做品牌。","text":"他们是供应商，茶商，供货给别人贴牌做品牌。","html":"他们是供应商，茶商，供货给别人贴牌做品牌。"},{"author":{"id":"3537780857777685","authorId":"3537780857777685","name":"BJ9100不做短线不做短线","avatar":"https://static.tigerbbs.com/05c0c8ca314d93b21563bfb033b17ad2","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3537780857777685","idStr":"3537780857777685"},"content":"可能是资金盘，打新 一路飙升 立马就抛","text":"可能是资金盘，打新 一路飙升 立马就抛","html":"可能是资金盘，打新 一路飙升 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