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- 股票小买卖股票小买卖
  ·03-27
  $三倍做多半导体ETF-Direxion Daily(SOXL)$ trump is dog shit
  728 评论
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- 股票小买卖股票小买卖
  ·2022-12-31
  笑到最后？从多少跌下来的？要脸不？
  2022年中概股大盘点：电商和在线教育笑到最后，新能源车和金融服务不佳
  尽管今年MSCI中国指数与美股和MSCI全球指数一道创下2008年来最差表现，华尔街格外看好中国概念股在2023年的走势，特别是受益于经济开放和消费复苏的板块。
  2022年中概股大盘点：电商和在线教育笑到最后，新能源车和金融服务不佳
  2,954 评论
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- 股票小买卖股票小买卖
  ·2022-10-25
  ？能评论
  非常抱歉，此主贴已删除
  2,611 评论
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- 股票小买卖股票小买卖
  ·2022-10-20
  $恒生科技指数主连 2210(HTImain)$办成了许多事关长远的大事，哈哈
  3,151 评论
  3
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- 股票小买卖股票小买卖
  ·2022-10-19
  $恒生科技指数(HSTECH)$办成了许多大事
  2,892 评论
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- 股票小买卖股票小买卖
  ·2022-10-12
  $腾讯控股(00700)$喜迎20达
  1,978 评论
  2
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- 股票小买卖股票小买卖
  ·2022-10-06
  $NQ100指数主连 2212(NQmain)$散户指标永远是最有效的。现在相信很多散户都以为自己是利弗莫尔做空大神了吧
  1.41万评论
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- 股票小买卖股票小买卖
  ·2022-10-04
  $纳斯达克(.IXIC)$擦鞋索罗斯男孩开始犹豫了？
  2,012 评论
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- 股票小买卖股票小买卖
  ·2022-09-22
  $纳斯达克(.IXIC)$明明好于预期，也在这装。前两天不是预期100基点么
  2,726 评论
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- 股票小买卖股票小买卖
  ·2022-09-08
  $SG人民币主连 2209(UCmain)$fg垂死挣扎
  2,522 评论
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href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a> trump is dog shit","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a> trump is dog shit","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ trump is dog 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08:39","market":"us","language":"zh","title":"2022年中概股大盘点：电商和在线教育笑到最后，新能源车和金融服务不佳","url":"https://stock-news.laohu8.com/highlight/detail?id=2295893421","media":"华尔街见闻","summary":"尽管今年MSCI中国指数与美股和MSCI全球指数一道创下2008年来最差表现，华尔街格外看好中国概念股在2023年的走势，特别是受益于经济开放和消费复苏的板块。","content":"<html><head></head><body><blockquote>摘要：尽管今年MSCI中国指数与美股和MSCI全球指数一道创下2008年来最差表现，华尔街格外看好中国概念股在2023年的走势，特别是受益于经济开放和消费复苏的板块。</blockquote><p>涵盖中国A股、H股和外国上市公司（例如在美ADR）等大中型市值中国概念股的MSCI中国指数在2021年和2022年均累跌约24%，同期标普500指数跌20%，纳指和纳指100跌超33%。</p><p>包括累跌超9%的道指在内，美股三大指数与MSCI中国指数均创下2008年金融危机以来的最大年度跌幅。MSCI ACWI全球指数也跌超20%，为2008年以来最差表现。今年全球股市暴跌令投资者们损失了18万亿美元，其中美股大型科技股便总共损失了近4万亿美元市值。</p><h2><b>华尔街看好中国概念股2023年表现，特别是受益于经济开放和消费复苏的个股</b></h2><p>在欧美央行鹰派加息以抗击数十年通胀新高、全球经济衰退逼近的大背景下，华尔街分析师们对欧美股市在2023年的前景感到揪心<b>，但对中国概念股尤其看好，这形成不小的预测反差</b>。</p><p>几家全球主流投行和资产管理公司都预测，MSCI中国指数明年将实现10%至15%左右的正回报，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>认为该指数甚至可能大涨25%，对香港恒生指数也持类似乐观展望。</p><p>前海开源首席经济学家杨德龙，以及将明年中国股票评级上调至“增持”的渣打银行都表示，压制中概股反弹的因素正在消退，经历逾一年回调后，不少估值较低的中概股具备抄底机会。</p><p>富达国际的亚洲股票主管Victoria Mio指出，后疫情时代的经济重新开放后，航空公司、餐馆、旅游公司和消费品企业将受益于消费者可自由支配支出的增加，明年企业盈利复苏将提升估值。</p><p>桥水中国总经理、基金经理Joanna Sun Alpert也称，目前中国是流动性改善、支持经济的阶段，往后看政策更多是为经济托底，未来的增长来自国内的消费和科技发展。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>认为，中国优化抗疫政策后，受益于经济复苏且在港美上市的中概股包括：中国<a href=\"https://laohu8.com/S/ZNH\">南方航空</a>、Trip.com、中国<a href=\"https://laohu8.com/S/CEA\">东方航空</a>、国航、<a href=\"https://laohu8.com/S/02282\">美高梅中国</a>和<a href=\"https://laohu8.com/S/01128\">永利澳门</a>等赌场股，以及香港地产与物业股。</p><h2><b>热门中概ETF全年跌幅弱于纳指和纳指100，有赖于年末两个月的强势反弹</b></h2><p>热门中概股年底强势反弹。涵盖65家在美上市中概股的纳斯达克中国金龙指数11月涨超42%，创下单月最大涨幅，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、携程、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>等同期均反弹超过40%。</p><p>据新华社报道，中美审计监管合作取得积极进展。12月15日，美国上市公司会计监督委员会表示，确认2022年度可以对中国内地和香港会计师事务所完成检查和调查，撤销2021年对相关事务所做认定。中国证监会新闻发言人16日表示，欢迎美国监管机构基于监管专业考虑重新做出的认定。市场普遍认为，这标志着中美审计监管合作取得积极成效，中概股退市风险得以基本解除，也对未来中国企业在美上市释放出积极信号。</p><p><b>纵观2022全年，</b>在美上市的KraneShares中概互联网指数ETF（KWEB）累跌约17%，另一只重点追踪中国在海外上市互联网产业股票的Invesco中国科技ETF （CQQQ）跌约30%，纳斯达克中国金龙指数（HXC）跌25%，均小于同样科技股居多的纳指和纳指100全年跌幅，部分有赖于热门中概股在年末两个月的猛烈反弹。</p><p><img src=\"https://static.tigerbbs.com/bcf7e0a0b99ee15a37db1e72596afef8\" tg-width=\"1024\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/>粉色为纳指全年跌幅，大于其他热门中概ETF的累跌幅度</p><p>纳指100的四只中概成份股里，京东全年累跌20%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌约23%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌近29%，拼多多则全年累涨超38%，都跑赢了纳指100指数本身的表现。其他重点个股中，阿里巴巴的美股全年跌26%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR跌约27%，B站累跌近49%，但同为流媒体领域的<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>累涨超13%。</p><h2><b>2022年中概股最大赢家和输家：电商与在线教育笑到最后，新能源车和金融服务不佳</b></h2><p>分析普遍认为，受监管政策影响较深的<b>中概消费互联网、电商和在线教育股</b>，在今年底和2023年的反弹趋势较为确定。</p><p>电商龙头中，阿里巴巴和京东分别较10月底的阶段低位反弹近40%和逾50%，拼多多和<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>则大涨（唯品会涨超62%）。互联网龙头里，腾讯ADR和百度分别较10月低位反弹65%和50%。</p><p>在线教育龙头中，<a href=\"https://laohu8.com/S/TAL\">好未来</a>全年累涨超81%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>全年涨超62%。有分析称，<a href=\"https://laohu8.com/S/01797\">新东方在线</a>靠着知识带货成功转型直播电商，业绩和毛利率显著超出市场预期，引燃在线教育新商业模式的希望。</p><p>新冠疫情未消的大背景下，中概医药股追随欧美同行年末走高。在美上市的万春医药全年跌价近六成，但12月累涨近228%，<a href=\"https://laohu8.com/S/ADAG\">天演药业</a>全年跌价八成，但12月涨超17%，<a href=\"https://laohu8.com/S/CJJD\">九洲大药房</a>全年跌24%，但12月涨超90%。</p><p><b>而今年中概股最大的输家之一莫过于电动汽车制造商。</b>小鹏汽车全年累跌近81%领跌“中概新能源造车三傻”，最新市值不足千亿元人民币。因供应链干扰大幅下调四季度交付展望的蔚来汽车全年超69%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>全年累跌近38%。</p><p>分析指出，激烈的市场竞争、成本上涨、供应链被疫情干扰和全球芯片短缺，对全球新能源汽车股都不利，行业龙头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>今年更是跌价2/3，甚至有人预计2023年新能源汽车销售势头放缓。</p><p>其他跌幅较深的个股包括：中概区块链概念股追随币圈丑闻下跌，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>全年累跌60%。金融科技龙头<a href=\"https://laohu8.com/S/LU\">陆金所</a>跌65%，富途证券原本年内累涨36%，12月30日今年最后一个交易日暴跌超30%令年内转跌，原因是赴港上市延后，同行老虎证券周五跌超28%，全年跌幅扩大至30%。</p><p>今年可圈可点的“妖股”还有：被市场错误解读为“李嘉诚概念股”在7月22日上市的<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>，16个交易日内暴涨超200倍，市值一度超越阿里巴巴和腾讯，长江集团撇清关系后，尚乘数科又在5个交易日里回落超90%，全年则较发行价7.8美元累涨超25%。</p><p>另据英为财情统计，回港上市的中概股在2022年从7家增至11家，反映出中概股正加速回流。目前，回港中概股板块包括28家公司，既有阿里巴巴、京东、网易等传统互联网巨头，也有<a href=\"https://laohu8.com/S/09991\">宝尊电商-W</a>、<a href=\"https://laohu8.com/S/OCFT\">金融壹账通</a>等小而美的企业：</p><blockquote><a href=\"https://laohu8.com/S/01698\">腾讯音乐-SW</a>全年涨超80%拔得头筹。紧随其后的是<a href=\"https://laohu8.com/S/09901\">新东方-S</a>、<a href=\"https://laohu8.com/S/03660\">360数科-S</a>、<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、携程集团-S等公司，年内涨幅分别为75.28%、59.28%、55.24%、43.40%。</blockquote><blockquote><a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>全年跌近80%，在回港中概股位列倒数第一。<a href=\"https://laohu8.com/S/06638\">金融壹账通</a>、<a href=\"https://laohu8.com/S/BZUN\">宝尊电商</a>-W、<a href=\"https://laohu8.com/S/HCM\">和黄医药</a>、<a href=\"https://laohu8.com/S/09698\">万国数据-SW</a>等跌幅也相对较大，分别为-73.02%、-61.41%、-57.67%、-54.75%。</blockquote></body></html>","source":"wallstreetcn_api","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>2022年中概股大盘点：电商和在线教育笑到最后，新能源车和金融服务不佳</title>\n<style 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}\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\">\n2022年中概股大盘点：电商和在线教育笑到最后，新能源车和金融服务不佳\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-31 08:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3678771><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：尽管今年MSCI中国指数与美股和MSCI全球指数一道创下2008年来最差表现，华尔街格外看好中国概念股在2023年的走势，特别是受益于经济开放和消费复苏的板块。涵盖中国A股、H股和外国上市公司（例如在美ADR）等大中型市值中国概念股的MSCI中国指数在2021年和2022年均累跌约24%，同期标普500指数跌20%，纳指和纳指100跌超33%。包括累跌超9%的道指在内，美股三大指数与MSCI...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3678771\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62e084ae602190816427fadde1813b0c","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3678771","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295893421","content_text":"摘要：尽管今年MSCI中国指数与美股和MSCI全球指数一道创下2008年来最差表现，华尔街格外看好中国概念股在2023年的走势，特别是受益于经济开放和消费复苏的板块。涵盖中国A股、H股和外国上市公司（例如在美ADR）等大中型市值中国概念股的MSCI中国指数在2021年和2022年均累跌约24%，同期标普500指数跌20%，纳指和纳指100跌超33%。包括累跌超9%的道指在内，美股三大指数与MSCI中国指数均创下2008年金融危机以来的最大年度跌幅。MSCI ACWI全球指数也跌超20%，为2008年以来最差表现。今年全球股市暴跌令投资者们损失了18万亿美元，其中美股大型科技股便总共损失了近4万亿美元市值。华尔街看好中国概念股2023年表现，特别是受益于经济开放和消费复苏的个股在欧美央行鹰派加息以抗击数十年通胀新高、全球经济衰退逼近的大背景下，华尔街分析师们对欧美股市在2023年的前景感到揪心，但对中国概念股尤其看好，这形成不小的预测反差。几家全球主流投行和资产管理公司都预测，MSCI中国指数明年将实现10%至15%左右的正回报，摩根士丹利认为该指数甚至可能大涨25%，对香港恒生指数也持类似乐观展望。前海开源首席经济学家杨德龙，以及将明年中国股票评级上调至“增持”的渣打银行都表示，压制中概股反弹的因素正在消退，经历逾一年回调后，不少估值较低的中概股具备抄底机会。富达国际的亚洲股票主管Victoria Mio指出，后疫情时代的经济重新开放后，航空公司、餐馆、旅游公司和消费品企业将受益于消费者可自由支配支出的增加，明年企业盈利复苏将提升估值。桥水中国总经理、基金经理Joanna Sun Alpert也称，目前中国是流动性改善、支持经济的阶段，往后看政策更多是为经济托底，未来的增长来自国内的消费和科技发展。高盛认为，中国优化抗疫政策后，受益于经济复苏且在港美上市的中概股包括：中国南方航空、Trip.com、中国东方航空、国航、美高梅中国和永利澳门等赌场股，以及香港地产与物业股。热门中概ETF全年跌幅弱于纳指和纳指100，有赖于年末两个月的强势反弹热门中概股年底强势反弹。涵盖65家在美上市中概股的纳斯达克中国金龙指数11月涨超42%，创下单月最大涨幅，小鹏汽车、携程、京东、拼多多、阿里巴巴等同期均反弹超过40%。据新华社报道，中美审计监管合作取得积极进展。12月15日，美国上市公司会计监督委员会表示，确认2022年度可以对中国内地和香港会计师事务所完成检查和调查，撤销2021年对相关事务所做认定。中国证监会新闻发言人16日表示，欢迎美国监管机构基于监管专业考虑重新做出的认定。市场普遍认为，这标志着中美审计监管合作取得积极成效，中概股退市风险得以基本解除，也对未来中国企业在美上市释放出积极信号。纵观2022全年，在美上市的KraneShares中概互联网指数ETF（KWEB）累跌约17%，另一只重点追踪中国在海外上市互联网产业股票的Invesco中国科技ETF 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