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乌拉乌拉吼
乌拉乌拉吼
·
2022-05-11
去你🐎的标题党
无视美股，强势尽显，A股这轮独立行情能走多远？
今年以来，A股风险因素基本消散，后期料现“独立行情”，运行韧性可期。
无视美股，强势尽显，A股这轮独立行情能走多远？
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乌拉乌拉吼
乌拉乌拉吼
·
2022-04-27
任务完成。
非常抱歉，此主贴已删除
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乌拉乌拉吼
乌拉乌拉吼
·
2022-04-22
救市？
证监会传达贯彻国务院金融委专题会议精神
4月22日，证监会党委书记、主席易会满主持召开党委（扩大）会议，传达学习4月22日上午国务院金融委专题会议关于贯彻近日党中央做好当前经济社会工作重要会议精神的部署，分析了当前市场关注的重点敏感问题，研
证监会传达贯彻国务院金融委专题会议精神
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乌拉乌拉吼
乌拉乌拉吼
·
2022-03-16
$恒生科技指数(HSTECH)$
不用看，高开低走。
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乌拉乌拉吼
乌拉乌拉吼
·
2022-03-11
《收窄》
恒生科指跌幅收窄至5%以内，恒指跌幅收窄至2%以内
3月11日讯，恒生科技指数跌幅收窄至5%以内，早盘一度跌近9%。小米集团、商汤相继转涨。恒指跌幅收窄至2%以内，早盘一度跌近4%。
恒生科指跌幅收窄至5%以内，恒指跌幅收窄至2%以内
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乌拉乌拉吼
乌拉乌拉吼
·
2022-03-11
$恒生科技指数(HSTECH)$
涨，坚决不跟！跌，随时奉陪！
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乌拉乌拉吼
乌拉乌拉吼
·
2022-03-11
$恒生科技指数(HSTECH)$
说吧，你今天是跌几个点？
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乌拉乌拉吼
乌拉乌拉吼
·
2022-03-04
$恒生科技指数(HSTECH)$
领导的真好啊哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈
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乌拉乌拉吼
乌拉乌拉吼
·
2022-02-25
马克龙：喂，能不能不打？普京：不能马克龙：再见！坦率、直接、快速的会谈。
2月25日讯，法国总统马克龙：与俄罗斯总统普京进行了坦率、直接和快速的交谈。
2月25日讯，法国总统马克龙：与俄罗斯总统普京进行了坦率、直接和快速的交谈。
2月25日讯，法国总统马克龙：与俄罗斯总统普京进行了坦率、直接和快速的交谈。
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乌拉乌拉吼
乌拉乌拉吼
·
2022-02-24
别人打仗个你有啥关系？？？
恒生科技指数跌幅扩大至5%，哔哩哔哩跌超10%
2月24日，恒生科技指数跌幅扩大至5%，哔哩哔哩跌超10%，阿里巴巴跌超7%，腾讯控股跌超4%。
恒生科技指数跌幅扩大至5%，哔哩哔哩跌超10%
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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无视美股，强势尽显，A股这轮独立行情能走多远？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-11 11:09 北京时间 <a href=https://caijing.chinadaily.com.cn/a/202205/11/WS627b06b1a3101c3ee7ad4b63.html><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，美股大幅下挫，道指已连跌四日，而A股则在海外市场不利的情况下逆势走强，热门股涨停潮不断。对此，多家一线私募最新策略研判认为，受制于美联储加息缩表落地及潜在滞胀风险，短中期内美股等海外主要市场可能还将维持高波动态势。今年以来，A股风险因素基本消散，后期料现“独立行情”，运行韧性可期。外盘高波动料成常态对于近期外盘市场表现，畅力资产董事长宝晓辉称，目前尚不能断定欧美股市已转入熊市。但需要指出的是...</p>\n\n<a href=\"https://caijing.chinadaily.com.cn/a/202205/11/WS627b06b1a3101c3ee7ad4b63.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://caijing.chinadaily.com.cn/a/202205/11/WS627b06b1a3101c3ee7ad4b63.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234622986","content_text":"近日，美股大幅下挫，道指已连跌四日，而A股则在海外市场不利的情况下逆势走强，热门股涨停潮不断。对此，多家一线私募最新策略研判认为，受制于美联储加息缩表落地及潜在滞胀风险，短中期内美股等海外主要市场可能还将维持高波动态势。今年以来，A股风险因素基本消散，后期料现“独立行情”，运行韧性可期。外盘高波动料成常态对于近期外盘市场表现，畅力资产董事长宝晓辉称，目前尚不能断定欧美股市已转入熊市。但需要指出的是，美联储缩表加息、经济衰退风险等利空因素依然未能彻底消散，短期内欧美股市仍可能出现宽幅震荡。对于海外市场，蝶威资产研究总监濮元恺也持类似看法。他表示，美联储加息缩表叠加市场对于滞胀的担忧，是导致近期海外投资者情绪趋于谨慎的主要原因。考虑到美联储潜在的加速紧缩风险，欧美股市未来还将剧烈震荡。银杏环球资本首席投资官张峰认为，2009年以来，欧美股市一路上涨，主要推手实际上是欧美央行多次放水导致的流动性宽松，以及科技股的估值泡沫。美联储加息缩表，撤出量化宽松政策，大概率引发股市下跌。A股独立性或逐步体现对于外盘可能给A股带来的短中期影响，奶酪基金的基金经理庄宏东分析说：“9日美股以及原油价格大跌，主要是投资者担忧全球经济步入衰退所致，但目前A股市场估值已经降至历史低位，继续调整的空间较有限。”当前A股市场市盈率与2008年、2012年、2018年等市场阶段底部相比，已经大体相当。“参考A股历史走势规律来看，如果A股在外盘下跌前已经出现了较大幅度调整，那么即便外盘进一步表现不佳，对A股的影响也会比较有限。”庄宏东称。宝晓辉指出：“前期A股市场多次出现跳空低开，恰恰反映出部分投资者恐慌情绪发酵。”需要指出的是，虽然出现了一些扰动因素，但A股上市公司一季报业绩表现依然良好，稳增长政策仍在持续发力，这无疑为市场提供了强大的支撑。短期来看，即便外盘波动会对市场运行带来一定影响，但短期内A股的运行基调预计仍会以“修复”为主，并有望迎来“韧性时间窗口”。张峰说：“中国的经济结构调整早于美国，人民银行没有缩表风险，中国权益资产的风险释放早于欧美股市，继续向下的空间不大，后市逐步表现出一定的独立性，也在情理之中。”历史低估值迎来配置价值对于A股走出独立行情，申万宏源研究所策略首席分析师傅静涛对记者表示，A股目前已经站在历史低估值点位。随着经济基本面、疫情等因素已在股价上有所反映，市场正在慢慢恢复。同时，国内政策导向和布局具有积极意义，稳定市场预期的导向非常明确，及时纠偏并及时回应市场关切，给予市场重要信心。随着上海、北京疫情的稳定和边际改善，有望成为中短期总体风险偏好提升的重要契机。傅静涛补充道，美国方面，此前经济向好主要基于劳动力市场恢复带动整体经济的恢复。近期市场下行主要是经济走弱，尤其是就业市场数据不达预期。反过来，美国供给恢复变弱，对于中国制造业是机会。总体上外需会回落，但是出口占比可能持续维持高位，具有较强竞争力。与此同时，美国紧缩预期有所缓和，国际摩擦的能力和意愿有所下降，对中国经济的影响下降。总体来说，虽然美股调整，但不一定传导到A股，A股能走出独立行情。国泰君安首席策略分析师方奕表示，A股市场近期持续的走出独立行情，主要来自于两个方面，一个是A股市场的整体估值水平已经下降到了过去5年以来的极端估值位置，继续杀估值的动能阶段性收敛；其次，4月29日政治局会议释放积极信号以来，投资者的悲观情绪得以修正，因此可以看到前期深度估值压缩的板块尤其是成长板块成为了这一轮底部反弹行情的先锋。华西证券首席策略分析师李立峰在研报中也提到，当前市场估值水平回落至历史低位，配置性价比逐步显现，稳增长政策落地将不断夯实A股“政策底”。后市继续关注国内疫情走势、增量政策工具的落地，静待经济基本面改善的信号。财通证券首席策略分析师李美岑表示，美联储加息、薪资螺旋上升、经济增长下行，美股市场陷入“不可能三角”，波动加剧、震荡加剧、分歧加剧，外部“乱云飞渡”，进入实质性“滞胀”担忧。国内，虽然二季度经济、疫情扰动、盈利下行，股价已基本反应，伴随着稳增长政策不断加码、出台，从地产供需两端放松、消费券发放，到供应链保障和县城城镇化，经济有望显现逐步改善迹象。德邦证券首席策略分析师吴开达认为，当前市场的症结在于“内滞外胀”，上海疫情曙光已现。就目前来看，症结改善需要看到上海乃至全国的疫情得到有效控制，国内经济预期出现好转，以及美联储紧缩预期被市场充分消化。另外，经验上可能需要等到商品价格高位回落来确认滞胀期的结束。当下上海疫情已经得到有效控制，预计5月探明经济底，压制因素之一逐渐弱化，权益市场有望迎来一段宝贵的窗口期。但市场上涨的持续性需要看到以上症结的持续好转。市场继续磨底还是迎来反攻？李美岑认为，展望未来1-2个季度，A股市场越来越好，珍惜当前底部区域的“便宜时光”，A股有望迎接\"诺曼底登陆\"和“无限风光在险峰”的反攻时刻。第一，经济基本面上，国内经济的比较优势将回归。由于当前中国基本面在底部徘徊而欧美处在顶峰，若下半年国内疫情好转、供应链恢复、且海外渡过复苏高点，国内经济将向上运行，而海外向下，我们的比较优势有望重新回归。经济优势的回归，叠加美国流动性冲击最大的阶段过去，有望带来海外资金或再度回流新兴市场、特别是中长期配置价值显著的中国市场。第二，企业盈利有望逐步企稳回升。从过去20年来看，A股盈利的下行周期在6-8个季度，今年二、三季度或是A股业绩底，四季度会逐步改善。展望未来一个季度股票市场的走势，方奕认为，由于全球宏观经济与政策还处于一个不确定的环境当中，市场需要一定的时间磨底，全面进攻的时机还要再等一等。我们认为股票投资的机会主要在低风险特征的方向上，主要是在与稳增长相关的周期和消费板块上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618627225,"gmtCreate":1651025254468,"gmtModify":1651025254468,"author":{"id":"3472627178943263","authorId":"3472627178943263","name":"乌拉乌拉吼","avatar":"https://static.tigerbbs.com/17caf803d139c2d02bc6453422586925","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472627178943263","authorIdStr":"3472627178943263"},"themes":[],"htmlText":"任务完成。","listText":"任务完成。","text":"任务完成。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618627225","repostId":"1112723386","repostType":2,"isVote":1,"tweetType":1,"viewCount":2054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611470752,"gmtCreate":1650608403877,"gmtModify":1650608403877,"author":{"id":"3472627178943263","authorId":"3472627178943263","name":"乌拉乌拉吼","avatar":"https://static.tigerbbs.com/17caf803d139c2d02bc6453422586925","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472627178943263","authorIdStr":"3472627178943263"},"themes":[],"htmlText":"救市？","listText":"救市？","text":"救市？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/611470752","repostId":"1122051411","repostType":2,"repost":{"id":"1122051411","kind":"news","pubTimestamp":1650608323,"share":"https://www.laohu8.com/m/news/1122051411?lang=&edition=full","pubTime":"2022-04-22 14:18","market":"other","language":"zh","title":"证监会传达贯彻国务院金融委专题会议精神","url":"https://stock-news.laohu8.com/highlight/detail?id=1122051411","media":"证监会","summary":"4月22日，证监会党委书记、主席易会满主持召开党委（扩大）会议，传达学习4月22日上午国务院金融委专题会议关于贯彻近日党中央做好当前经济社会工作重要会议精神的部署，分析了当前市场关注的重点敏感问题，研","content":"<html><head></head><body><p>4月22日，证监会党委书记、主席易会满主持召开党委（扩大）会议，传达学习4月22日上午国务院金融委专题会议关于贯彻近日党中央做好当前经济社会工作重要会议精神的部署，分析了当前市场关注的重点敏感问题，研究了应对措施和政策储备，对近期国务院金融委有关安排进行再落实、再推动。</p><p>会议强调，要及时回应市场关切，引导市场预期，激发市场活力、潜力，进一步提升市场韧性，促进资本市场平稳健康运行。</p></body></html>","source":"lsy1573813229493","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>证监会传达贯彻国务院金融委专题会议精神</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ffbd28df83865e08357359c8bcab901","relate_stocks":{},"source_url":"http://www.csrc.gov.cn/csrc/c100028/c2352861/content.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122051411","content_text":"4月22日，证监会党委书记、主席易会满主持召开党委（扩大）会议，传达学习4月22日上午国务院金融委专题会议关于贯彻近日党中央做好当前经济社会工作重要会议精神的部署，分析了当前市场关注的重点敏感问题，研究了应对措施和政策储备，对近期国务院金融委有关安排进行再落实、再推动。会议强调，要及时回应市场关切，引导市场预期，激发市场活力、潜力，进一步提升市场韧性，促进资本市场平稳健康运行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634190359,"gmtCreate":1647395067824,"gmtModify":1647395067824,"author":{"id":"3472627178943263","authorId":"3472627178943263","name":"乌拉乌拉吼","avatar":"https://static.tigerbbs.com/17caf803d139c2d02bc6453422586925","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472627178943263","authorIdStr":"3472627178943263"},"themes":[],"htmlText":"<a 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10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月25日讯，法国总统马克龙：与俄罗斯总统普京进行了坦率、直接和快速的交谈。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196823659","content_text":"2月25日讯，法国总统马克龙：与俄罗斯总统普京进行了坦率、直接和快速的交谈。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636368543,"gmtCreate":1645679437294,"gmtModify":1645679437294,"author":{"id":"3472627178943263","authorId":"3472627178943263","name":"乌拉乌拉吼","avatar":"https://static.tigerbbs.com/17caf803d139c2d02bc6453422586925","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472627178943263","authorIdStr":"3472627178943263"},"themes":[],"htmlText":"别人打仗个你有啥关系？？？","listText":"别人打仗个你有啥关系？？？","text":"别人打仗个你有啥关系？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/636368543","repostId":"1181057119","repostType":2,"repost":{"id":"1181057119","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":1645679351,"share":"https://www.laohu8.com/m/news/1181057119?lang=&edition=full","pubTime":"2022-02-24 13:09","market":"hk","language":"zh","title":"恒生科技指数跌幅扩大至5%，哔哩哔哩跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181057119","media":"老虎资讯综合","summary":"2月24日，恒生科技指数跌幅扩大至5%，哔哩哔哩跌超10%，阿里巴巴跌超7%，腾讯控股跌超4%。","content":"<html><head></head><body><p>2月24日，恒生科技指数跌幅扩大至5%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超10%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超7%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌超4%。</p><p><img src=\"https://static.tigerbbs.com/3486eaee3dbfc0526fbf5d906bf03fb8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/cc1f2c66b1541dd564cff5f4075c948d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","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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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\">2022-02-24 13:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月24日，恒生科技指数跌幅扩大至5%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超10%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超7%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌超4%。</p><p><img src=\"https://static.tigerbbs.com/3486eaee3dbfc0526fbf5d906bf03fb8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/cc1f2c66b1541dd564cff5f4075c948d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"09988":"阿里巴巴-W","BK1587":"次新股","09626":"哔哩哔哩-W","BK4503":"景林资产持仓","BK4510":"在线教育","BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4513":"直播概念","BK1608":"元宇宙概念","BK4554":"元宇宙及AR概念","BK1575":"同股不同权","BK4531":"中概回港概念","BK4566":"资本集团","BK4509":"腾讯概念","BK1588":"回港中概股","BK1104":"互动家庭娱乐","HSTECH":"恒生科技指数","BILI":"哔哩哔哩","BK4526":"热门中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181057119","content_text":"2月24日，恒生科技指数跌幅扩大至5%，哔哩哔哩跌超10%，阿里巴巴跌超7%，腾讯控股跌超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}