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卡莱乔
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卡莱乔
卡莱乔
·
2024-11-14
还漏了个吹牛
非常抱歉，此主贴已删除
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1
编组 21备份 2
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卡莱乔
卡莱乔
·
2024-02-07
不让做空的市场不是健康的市场
传明天所有融券提前召回？有券商人士：目前没接到通知
不排除T+0策略客户比较多的券商做出这样的安排。
传明天所有融券提前召回？有券商人士：目前没接到通知
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卡莱乔
卡莱乔
·
2023-08-29
写出这种文章你的心不会痛吗
异动明显，“华尔街之狼”正在抄底中国房地产
摩根大通在地产政策调整前夕“火速抄底”碧桂园1.7亿股。
异动明显，“华尔街之狼”正在抄底中国房地产
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卡莱乔
卡莱乔
·
2022-11-28
是色盲吗？需要去医院看一下吗
非常抱歉，此主贴已删除
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卡莱乔
卡莱乔
·
2022-11-24
吹牛反正不用打草稿
美银2023十大首选交易：买中国股票，卖美国科技股
华尔街看涨中国股票的呼声一浪高过一浪。
美银2023十大首选交易：买中国股票，卖美国科技股
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卡莱乔
卡莱乔
·
2022-11-04
坏消息，但猛反弹
26.1万！美国10月非农新增就业远超预期
美国10月失业率 3.7%，预期 3.6%，前值 3.5%。 11月4日周五，美国劳工局公布的数据显示，美国10月非农就业人口增加26.1万人，虽然仍创下今年一月以来最低纪录，但远高于预期的20万人，
26.1万！美国10月非农新增就业远超预期
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卡莱乔
卡莱乔
·
2022-11-04
$NQ100指数主连 2212(NQmain)$
迷之厮杀
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卡莱乔
卡莱乔
·
2022-09-09
$NQ100指数主连 2209(NQmain)$
今天抄底，明天抄家
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卡莱乔
卡莱乔
·
2022-09-03
远离中概股
飙涨超86倍后暴跌98%，为何中概股极端行情频现？
当地时间9月2日，上市第三日的盈喜集团股价开盘迅速下跌，截至收盘，全天下跌68.03%，报9.59美元/股，两日累计跌幅达98.54%。而在其上市的首个交易日（8月31日），盈喜集团收于656.54美
飙涨超86倍后暴跌98%，为何中概股极端行情频现？
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卡莱乔
卡莱乔
·
2022-08-26
$纳斯达克(.IXIC)$
送纳斯达克归零
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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传明天所有融券提前召回？有券商人士：目前没接到通知\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\">2024-02-07 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据每经，有传闻称“明天所有融券提前召回，全部还券”。对此，有券商人士表示：“昨天出的新闻要求限制，各个券商具体的要求不太清楚，目前没接到通知。不排除T+0策略客户比较多的券商做出这样的安排。”</p><p>此外，还有券商人士表示：“T+0策略的客户的确已经通知回收券了。至于普通融券客户，在融券卖出当日不能买回了。之前是可以买回，但次日还券；现在是当天融券卖出后已经不能买回了。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8cb0fccc29d91ea07373e915c14f04b","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191276876","content_text":"据每经，有传闻称“明天所有融券提前召回，全部还券”。对此，有券商人士表示：“昨天出的新闻要求限制，各个券商具体的要求不太清楚，目前没接到通知。不排除T+0策略客户比较多的券商做出这样的安排。”此外，还有券商人士表示：“T+0策略的客户的确已经通知回收券了。至于普通融券客户，在融券卖出当日不能买回了。之前是可以买回，但次日还券；现在是当天融券卖出后已经不能买回了。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214151326048416,"gmtCreate":1693323817226,"gmtModify":1693323818897,"author":{"id":"3492486352284080","authorId":"3492486352284080","name":"卡莱乔","avatar":"https://static.tigerbbs.com/12c9a5afb7f112012c29117362f864be","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492486352284080","authorIdStr":"3492486352284080"},"themes":[],"htmlText":"写出这种文章你的心不会痛吗","listText":"写出这种文章你的心不会痛吗","text":"写出这种文章你的心不会痛吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214151326048416","repostId":"1131224534","repostType":2,"repost":{"id":"1131224534","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":1693322612,"share":"https://www.laohu8.com/m/news/1131224534?lang=&edition=full","pubTime":"2023-08-29 23:23","market":"hk","language":"zh","title":"异动明显，“华尔街之狼”正在抄底中国房地产","url":"https://stock-news.laohu8.com/highlight/detail?id=1131224534","media":"老虎资讯综合","summary":"摩根大通在地产政策调整前夕“火速抄底”碧桂园1.7亿股。","content":"<html><head></head><body><p>据上证报，8月29日，港股地产板块大涨。截至收盘，富力地产、绿地香港涨超18%，融创中国涨超12%，龙光集团涨超9%。<strong>从交易商席位看，多家外资经纪商出现在港股内房股净买入席位，或预示着“华尔街之狼”们正在逢低吸纳。</strong></p><p>港交所数据显示，摩根大通在地产政策调整前夕“火速抄底”碧桂园1.7亿股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87a45008e714d16318165a89fe3d1cf5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62eca55129b4cf158c854697a1ffdd87\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1a7c85add493611071fb265d14307ef\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据北京商报评论，我国房地产市场供求关系发生重大变化，而按揭市场从“卖方市场”逐步进入“买方市场”，存量房贷与新增房贷之间的利差过大，已经成为房奴们的普遍痛点。当下，5年期以上LPR多次下降，理财等其他资产收益不及预期，居民缺乏新动力扩表增加投资。有人不惜巨大的时间成本，在银行设定的各种约束之下，执意提前还贷。存量房贷利率一天不调，提前还贷潮不止。这种个人与银行的你来我往，既不是最佳方案，也不是长久之计。</p><p><strong>存量房贷利率下调宜早不宜迟。当前正处于经济复苏的关键时间点，房贷又是家庭支出的重头，为居民经济减负是第一步。让居民储蓄转化为有效投资，才能为促消费稳经济创造条件。</strong></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\" 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>异动明显，“华尔街之狼”正在抄底中国房地产</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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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异动明显，“华尔街之狼”正在抄底中国房地产\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\">2023-08-29 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据上证报，8月29日，港股地产板块大涨。截至收盘，富力地产、绿地香港涨超18%，融创中国涨超12%，龙光集团涨超9%。<strong>从交易商席位看，多家外资经纪商出现在港股内房股净买入席位，或预示着“华尔街之狼”们正在逢低吸纳。</strong></p><p>港交所数据显示，摩根大通在地产政策调整前夕“火速抄底”碧桂园1.7亿股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87a45008e714d16318165a89fe3d1cf5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62eca55129b4cf158c854697a1ffdd87\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1a7c85add493611071fb265d14307ef\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据北京商报评论，我国房地产市场供求关系发生重大变化，而按揭市场从“卖方市场”逐步进入“买方市场”，存量房贷与新增房贷之间的利差过大，已经成为房奴们的普遍痛点。当下，5年期以上LPR多次下降，理财等其他资产收益不及预期，居民缺乏新动力扩表增加投资。有人不惜巨大的时间成本，在银行设定的各种约束之下，执意提前还贷。存量房贷利率一天不调，提前还贷潮不止。这种个人与银行的你来我往，既不是最佳方案，也不是长久之计。</p><p><strong>存量房贷利率下调宜早不宜迟。当前正处于经济复苏的关键时间点，房贷又是家庭支出的重头，为居民经济减负是第一步。让居民储蓄转化为有效投资，才能为促消费稳经济创造条件。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ae0555dd414b3f7de4af00b547725e6","relate_stocks":{"00337":"绿地香港","01918":"融创中国","02777":"富力地产","03380":"龙光集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131224534","content_text":"据上证报，8月29日，港股地产板块大涨。截至收盘，富力地产、绿地香港涨超18%，融创中国涨超12%，龙光集团涨超9%。从交易商席位看，多家外资经纪商出现在港股内房股净买入席位，或预示着“华尔街之狼”们正在逢低吸纳。港交所数据显示，摩根大通在地产政策调整前夕“火速抄底”碧桂园1.7亿股。另据北京商报评论，我国房地产市场供求关系发生重大变化，而按揭市场从“卖方市场”逐步进入“买方市场”，存量房贷与新增房贷之间的利差过大，已经成为房奴们的普遍痛点。当下，5年期以上LPR多次下降，理财等其他资产收益不及预期，居民缺乏新动力扩表增加投资。有人不惜巨大的时间成本，在银行设定的各种约束之下，执意提前还贷。存量房贷利率一天不调，提前还贷潮不止。这种个人与银行的你来我往，既不是最佳方案，也不是长久之计。存量房贷利率下调宜早不宜迟。当前正处于经济复苏的关键时间点，房贷又是家庭支出的重头，为居民经济减负是第一步。让居民储蓄转化为有效投资，才能为促消费稳经济创造条件。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620148807,"gmtCreate":1669609960809,"gmtModify":1669609962660,"author":{"id":"3492486352284080","authorId":"3492486352284080","name":"卡莱乔","avatar":"https://static.tigerbbs.com/12c9a5afb7f112012c29117362f864be","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492486352284080","authorIdStr":"3492486352284080"},"themes":[],"htmlText":"是色盲吗？需要去医院看一下吗","listText":"是色盲吗？需要去医院看一下吗","text":"是色盲吗？需要去医院看一下吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620148807","repostId":"1144585522","repostType":2,"isVote":1,"tweetType":1,"viewCount":2655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620928929,"gmtCreate":1669291933062,"gmtModify":1669291934839,"author":{"id":"3492486352284080","authorId":"3492486352284080","name":"卡莱乔","avatar":"https://static.tigerbbs.com/12c9a5afb7f112012c29117362f864be","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492486352284080","authorIdStr":"3492486352284080"},"themes":[],"htmlText":"吹牛反正不用打草稿","listText":"吹牛反正不用打草稿","text":"吹牛反正不用打草稿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620928929","repostId":"2285882002","repostType":2,"repost":{"id":"2285882002","kind":"highlight","pubTimestamp":1669249709,"share":"https://www.laohu8.com/m/news/2285882002?lang=&edition=full","pubTime":"2022-11-24 08:28","market":"hk","language":"zh","title":"美银2023十大首选交易：买中国股票，卖美国科技股","url":"https://stock-news.laohu8.com/highlight/detail?id=2285882002","media":"华尔街见闻","summary":"华尔街看涨中国股票的呼声一浪高过一浪。","content":"<html><head></head><body><blockquote>从预计MSCI中国指数到明年年底将上涨14%的摩根士丹利，到预计未来一年沪深300指数回报率高达16%的高盛、上调港股评级至超配的花旗，华尔街正在形成看涨中国股市的共识。</blockquote><p>华尔街看涨中国股票的呼声一浪高过一浪。最近一位唱多的是美国银行的首席投资策略师Michael Hartnett。</p><p>在Hartnett最近发布的2023年首选推荐交易中，就包括做多中国股票。以Hartnett为首的美银策略团队在22日的报告中写道，由于居民拥有超额储蓄，中国放宽防疫后，国内股票势将上涨。报告指出，此前美国等其他国家解除防疫措施就提振了各自的股市。</p><p>华尔街见闻最近提到，中国股市在11月上演了一场史诗级反弹，华尔街正在形成看涨中国股市的共识。</p><p>上周末媒体报道，一向谨慎的<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>上周上调了对中国股市的目标价，预计MSCI中国指数到明年年底将上涨14%，该行在10月中旬股市回调之际就表示，买入中国股票的好时机已到。</p><p>摩根士丹利首席亚洲和新兴市场股票策略师Jonathan Garner上周在接受媒体采访时表示，随着利好消息不断，中国市场将表现得更好，并且牛市可能会持续好几个季度。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>上周重申对中国股市的信心。在上周五发布的报告中，高盛维持对MSCI中国指数的超配评级，预计MSCI中国指数和沪深300指数在未来12个月回报率高达16%，若计入汇率因素，其回报更是高达19%和21%。高盛还将中国香港股票从低配上调至平配。</p><p>在上周末的报告中，花旗的Robert Buckland等策略师将港股的评级上调至超配，预计防疫和房地产政策的调整应会提升企业盈利，认为当前中国国内的一系列政策有助于对投资者情绪构成支持。即使其他主要经济体正在急剧放缓，中国也可能依靠内部驱动，实现有吸引力的复苏。</p><h2>美银推荐明年抛售美国科技股</h2><p>在Hartnett团队推荐的2023年十大首选交易中，卖出美国科技股也位列其中。他们指出，今年初以来，科技股为重的纳斯达克100指数累跌约28%，尽管如此，科技股仍被高估。</p><p>Hartnett认为，货币宽松时代落幕对高权重的科技股是打击，而且，科技业面临监管增加的风险。</p><p>此外，美股策略师Gina Martin Adams预计，2023年，美国科技业的盈利将下降，比最近一次10月中旬预测的每股收益（EPS）增长3.8%表现更差。而华尔街分析师预测的标普500总体利润将增长3.1%。</p></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>美银2023十大首选交易：买中国股票，卖美国科技股</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美银2023十大首选交易：买中国股票，卖美国科技股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 08:28 北京时间 <a href=https://wallstreetcn.com/articles/3675775><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从预计MSCI中国指数到明年年底将上涨14%的摩根士丹利，到预计未来一年沪深300指数回报率高达16%的高盛、上调港股评级至超配的花旗，华尔街正在形成看涨中国股市的共识。华尔街看涨中国股票的呼声一浪高过一浪。最近一位唱多的是美国银行的首席投资策略师Michael Hartnett。在Hartnett最近发布的2023年首选推荐交易中，就包括做多中国股票。以Hartnett为首的美银策略团队在22日...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3675775\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{"BK4552":"Archegos爆仓风波概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","GS":"高盛","BK4127":"投资银行业与经纪业","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4504":"桥水持仓"},"source_url":"https://wallstreetcn.com/articles/3675775","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285882002","content_text":"从预计MSCI中国指数到明年年底将上涨14%的摩根士丹利，到预计未来一年沪深300指数回报率高达16%的高盛、上调港股评级至超配的花旗，华尔街正在形成看涨中国股市的共识。华尔街看涨中国股票的呼声一浪高过一浪。最近一位唱多的是美国银行的首席投资策略师Michael Hartnett。在Hartnett最近发布的2023年首选推荐交易中，就包括做多中国股票。以Hartnett为首的美银策略团队在22日的报告中写道，由于居民拥有超额储蓄，中国放宽防疫后，国内股票势将上涨。报告指出，此前美国等其他国家解除防疫措施就提振了各自的股市。华尔街见闻最近提到，中国股市在11月上演了一场史诗级反弹，华尔街正在形成看涨中国股市的共识。上周末媒体报道，一向谨慎的摩根士丹利上周上调了对中国股市的目标价，预计MSCI中国指数到明年年底将上涨14%，该行在10月中旬股市回调之际就表示，买入中国股票的好时机已到。摩根士丹利首席亚洲和新兴市场股票策略师Jonathan Garner上周在接受媒体采访时表示，随着利好消息不断，中国市场将表现得更好，并且牛市可能会持续好几个季度。高盛上周重申对中国股市的信心。在上周五发布的报告中，高盛维持对MSCI中国指数的超配评级，预计MSCI中国指数和沪深300指数在未来12个月回报率高达16%，若计入汇率因素，其回报更是高达19%和21%。高盛还将中国香港股票从低配上调至平配。在上周末的报告中，花旗的Robert Buckland等策略师将港股的评级上调至超配，预计防疫和房地产政策的调整应会提升企业盈利，认为当前中国国内的一系列政策有助于对投资者情绪构成支持。即使其他主要经济体正在急剧放缓，中国也可能依靠内部驱动，实现有吸引力的复苏。美银推荐明年抛售美国科技股在Hartnett团队推荐的2023年十大首选交易中，卖出美国科技股也位列其中。他们指出，今年初以来，科技股为重的纳斯达克100指数累跌约28%，尽管如此，科技股仍被高估。Hartnett认为，货币宽松时代落幕对高权重的科技股是打击，而且，科技业面临监管增加的风险。此外，美股策略师Gina Martin Adams预计，2023年，美国科技业的盈利将下降，比最近一次10月中旬预测的每股收益（EPS）增长3.8%表现更差。而华尔街分析师预测的标普500总体利润将增长3.1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664067509,"gmtCreate":1667565912102,"gmtModify":1667565914918,"author":{"id":"3492486352284080","authorId":"3492486352284080","name":"卡莱乔","avatar":"https://static.tigerbbs.com/12c9a5afb7f112012c29117362f864be","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492486352284080","authorIdStr":"3492486352284080"},"themes":[],"htmlText":"坏消息，但猛反弹","listText":"坏消息，但猛反弹","text":"坏消息，但猛反弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664067509","repostId":"1145915430","repostType":4,"repost":{"id":"1145915430","kind":"news","pubTimestamp":1667565040,"share":"https://www.laohu8.com/m/news/1145915430?lang=&edition=full","pubTime":"2022-11-04 20:30","market":"us","language":"zh","title":"26.1万！美国10月非农新增就业远超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1145915430","media":"华尔街见闻","summary":"美国10月失业率 3.7%，预期 3.6%，前值 3.5%。 11月4日周五，美国劳工局公布的数据显示，美国10月非农就业人口增加26.1万人，虽然仍创下今年一月以来最低纪录，但远高于预期的20万人，","content":"<html><head></head><body><blockquote>美国10月失业率 3.7%，预期 3.6%，前值 3.5%。 </blockquote><p>11月4日周五，美国劳工局公布的数据显示，美国10月非农就业人口增加26.1万人，虽然仍创下今年一月以来最低纪录，但<b>远高于预期的20万人，</b>前值为26.3万人。</p><p><img src=\"https://static.tigerbbs.com/b6bb5d3a46376206b591bd466e2a8588\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022年8月和9月数据同时被调整，8月份非农新增就业人数从31.5万人下修至29.2万人；9月份非农新增就业人数从26.3万人上修至31.5 万人。修正后，<b>8月和9月的新增就业人数总和较此前报告的要高2.9万人。</b></p><p>失业率为3.7%，回升至8月的水平，高于预期的3.6%，前值为3.5%。劳动参与率为62.2%，低于市场预期的62.3%，前值为62.3%。</p><p><img src=\"https://static.tigerbbs.com/2f49e0d8fe0206cafa58a1199adc1b2f\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>9月平均每小时工资环比增长0.4%，创8月以来最高增速，高于市场预期的0.3%，前值为0.3%；同比增长4.7%，持平市场预期，前值为5%。</p><p><img src=\"https://static.tigerbbs.com/2dde027fa916824c11f925ee7aa170c5\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>此次就业人数增长的主要驱动力来自医疗保健、专业和技术服务。具体来看：</p><blockquote>10月份，医疗保健新增就业5.3万人，专业和技术服务新增就业4.3万人，制造业新增就业3.2万人，社会援助新增就业1.9万人，批发销售新增就业1.5万人，休闲及酒店业新增就业3.5万人，交通和仓储新增就业8000人，金融业新增就业3000人，另外，矿业、建筑业、零售业、资讯业、其他服务业及政府的就业人数基本没变化。</blockquote><p>新增就业人数远超预期，时薪环比增速上行，这对于市场而言显然是坏消息。数据公布后，美元指数短线走高约30点，现报112.75。<b>美股期货短线走低，纳指期货转跌，随后，美股股指期货又快速反弹，纳指期货、标普500指数期货均涨超1%。</b><img src=\"https://static.tigerbbs.com/d2b71d0fb12483271f827162fa958667\" tg-width=\"814\" tg-height=\"654\" referrerpolicy=\"no-referrer\"/></p><blockquote><b>即时市场评论</b></blockquote><p>机构评美国10月非农数据：这是一份好坏参半的报告。一方面，美联储会很高兴增加26.1万个就业岗位，这是自2021年初以来新增就业岗位的最小速度，失业率上升到3.7%，但平均月工资环比上升，参与率小幅下降。</p><p>CNBC评美国非农就业数据：美联储上调利率在一定程度上是为了给劳动力市场降温，目前仍有接近每两个工作岗位对应一个失业工人。尽管增速有所放缓，但就业增长仍远高于疫情前的水平，2019年就业人数月平均增长16.4万人。</p><p>机构分析美国10月非农数据：在这份报告发布之前，美联储加息75个基点的可能性为60%，剩余的可能性为加息50个基点。之后加息75个基点概率上升到64%。非农就业人数持续升温。失业率的上升是明显的，但它来自较低的参与率。</p></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>26.1万！美国10月非农新增就业远超预期</title>\n<style 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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\">\n26.1万！美国10月非农新增就业远超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 20:30 北京时间 <a href=https://wallstreetcn.com/articles/3674167><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国10月失业率 3.7%，预期 3.6%，前值 3.5%。 11月4日周五，美国劳工局公布的数据显示，美国10月非农就业人口增加26.1万人，虽然仍创下今年一月以来最低纪录，但远高于预期的20万人，前值为26.3万人。2022年8月和9月数据同时被调整，8月份非农新增就业人数从31.5万人下修至29.2万人；9月份非农新增就业人数从26.3万人上修至31.5 万人。修正后，8月和9月的新增...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3674167\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d52e6e6d04d9823325064d60aa26462e","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3674167","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145915430","content_text":"美国10月失业率 3.7%，预期 3.6%，前值 3.5%。 11月4日周五，美国劳工局公布的数据显示，美国10月非农就业人口增加26.1万人，虽然仍创下今年一月以来最低纪录，但远高于预期的20万人，前值为26.3万人。2022年8月和9月数据同时被调整，8月份非农新增就业人数从31.5万人下修至29.2万人；9月份非农新增就业人数从26.3万人上修至31.5 万人。修正后，8月和9月的新增就业人数总和较此前报告的要高2.9万人。失业率为3.7%，回升至8月的水平，高于预期的3.6%，前值为3.5%。劳动参与率为62.2%，低于市场预期的62.3%，前值为62.3%。9月平均每小时工资环比增长0.4%，创8月以来最高增速，高于市场预期的0.3%，前值为0.3%；同比增长4.7%，持平市场预期，前值为5%。此次就业人数增长的主要驱动力来自医疗保健、专业和技术服务。具体来看：10月份，医疗保健新增就业5.3万人，专业和技术服务新增就业4.3万人，制造业新增就业3.2万人，社会援助新增就业1.9万人，批发销售新增就业1.5万人，休闲及酒店业新增就业3.5万人，交通和仓储新增就业8000人，金融业新增就业3000人，另外，矿业、建筑业、零售业、资讯业、其他服务业及政府的就业人数基本没变化。新增就业人数远超预期，时薪环比增速上行，这对于市场而言显然是坏消息。数据公布后，美元指数短线走高约30点，现报112.75。美股期货短线走低，纳指期货转跌，随后，美股股指期货又快速反弹，纳指期货、标普500指数期货均涨超1%。即时市场评论机构评美国10月非农数据：这是一份好坏参半的报告。一方面，美联储会很高兴增加26.1万个就业岗位，这是自2021年初以来新增就业岗位的最小速度，失业率上升到3.7%，但平均月工资环比上升，参与率小幅下降。CNBC评美国非农就业数据：美联储上调利率在一定程度上是为了给劳动力市场降温，目前仍有接近每两个工作岗位对应一个失业工人。尽管增速有所放缓，但就业增长仍远高于疫情前的水平，2019年就业人数月平均增长16.4万人。机构分析美国10月非农数据：在这份报告发布之前，美联储加息75个基点的可能性为60%，剩余的可能性为加息50个基点。之后加息75个基点概率上升到64%。非农就业人数持续升温。失业率的上升是明显的，但它来自较低的参与率。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664067115,"gmtCreate":1667565793237,"gmtModify":1667565794224,"author":{"id":"3492486352284080","authorId":"3492486352284080","name":"卡莱乔","avatar":"https://static.tigerbbs.com/12c9a5afb7f112012c29117362f864be","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492486352284080","authorIdStr":"3492486352284080"},"themes":[],"htmlText":"<a 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2209(NQmain)$</a>今天抄底，明天抄家","text":"$NQ100指数主连 2209(NQmain)$今天抄底，明天抄家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663981778","isVote":1,"tweetType":1,"viewCount":2728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669157650,"gmtCreate":1662192484070,"gmtModify":1662192485112,"author":{"id":"3492486352284080","authorId":"3492486352284080","name":"卡莱乔","avatar":"https://static.tigerbbs.com/12c9a5afb7f112012c29117362f864be","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492486352284080","authorIdStr":"3492486352284080"},"themes":[],"htmlText":"远离中概股","listText":"远离中概股","text":"远离中概股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669157650","repostId":"1185900016","repostType":2,"repost":{"id":"1185900016","kind":"news","pubTimestamp":1662185178,"share":"https://www.laohu8.com/m/news/1185900016?lang=&edition=full","pubTime":"2022-09-03 14:06","market":"us","language":"zh","title":"飙涨超86倍后暴跌98%，为何中概股极端行情频现？","url":"https://stock-news.laohu8.com/highlight/detail?id=1185900016","media":"上海证券报","summary":"当地时间9月2日，上市第三日的盈喜集团股价开盘迅速下跌，截至收盘，全天下跌68.03%，报9.59美元/股，两日累计跌幅达98.54%。而在其上市的首个交易日（8月31日），盈喜集团收于656.54美","content":"<div>\n<p>当地时间9月2日，上市第三日的盈喜集团股价开盘迅速下跌，截至收盘，全天下跌68.03%，报9.59美元/股，两日累计跌幅达98.54%。而在其上市的首个交易日（8月31日），盈喜集团收于656.54美元/股，暴涨8653.87％。从尚乘数科、智富融资、见知教育到盈喜集团，为何中概股极端行情频现？飙涨超86倍后暴跌98%当地时间8月31日，盈喜集团从粉单市场OTC转板纳斯达克资本市场。当天，盈喜集团...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/0XIx0h-m9cz4w_aC1wHZEw\">Web Link</a>\n\n</div>\n","source":"shzqb","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>飙涨超86倍后暴跌98%，为何中概股极端行情频现？</title>\n<style 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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飙涨超86倍后暴跌98%，为何中概股极端行情频现？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 14:06 北京时间 <a href=https://mp.weixin.qq.com/s/0XIx0h-m9cz4w_aC1wHZEw><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间9月2日，上市第三日的盈喜集团股价开盘迅速下跌，截至收盘，全天下跌68.03%，报9.59美元/股，两日累计跌幅达98.54%。而在其上市的首个交易日（8月31日），盈喜集团收于656.54美元/股，暴涨8653.87％。从尚乘数科、智富融资、见知教育到盈喜集团，为何中概股极端行情频现？飙涨超86倍后暴跌98%当地时间8月31日，盈喜集团从粉单市场OTC转板纳斯达克资本市场。当天，盈喜集团...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/0XIx0h-m9cz4w_aC1wHZEw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/0XIx0h-m9cz4w_aC1wHZEw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185900016","content_text":"当地时间9月2日，上市第三日的盈喜集团股价开盘迅速下跌，截至收盘，全天下跌68.03%，报9.59美元/股，两日累计跌幅达98.54%。而在其上市的首个交易日（8月31日），盈喜集团收于656.54美元/股，暴涨8653.87％。从尚乘数科、智富融资、见知教育到盈喜集团，为何中概股极端行情频现？飙涨超86倍后暴跌98%当地时间8月31日，盈喜集团从粉单市场OTC转板纳斯达克资本市场。当天，盈喜集团股价开盘报27美元，为该股发行价5美元的5.4倍，早盘曾收窄涨幅，股价回落到12.95美元，自午盘起大幅拉升，最终收报656.54美元，较在纳斯达克上市前一日的OTC市场收盘价7.5美元，暴涨8653.87%。据悉，盈喜集团此次共发行500万股普通股。在未扣除承销折扣及相关费用的情况下，此次发行共计融资约2500万美元。不过好景不长，随后两个交易日，盈喜集团又快速回落，上市第二日大跌95.43%；第三日大跌68.03%，截至9月2日收盘，该股报9.59美元/股，两日累计跌幅达98.54%，回吐首个交易日大部分涨幅。并且在9月2日，该股成交量显著放大，全天成交511.3万股；而8月31日、9月1日则分别成交51.61万股、99.24万股。公开信息显示，盈喜集团总部位于深圳，是一家专注于服装制造、物流服务、物业管理和转租以及防疫用品的综合服务提供商，旗下共有6家子公司。2016年，盈喜集团通过反向并购的方式，成功登陆美国资本市场。财报显示，盈喜集团2021财年(截至2022年3月31日)的营业收入为1269.06万美元，较上一财年的2473.48万美元大幅下降48.7%。具体而言，该公司服装制造业务2021财年收入为252.54万美元，在总收入中占比约为19.9%；物流服务业务收入为约533.23万美元，约占总收入的42.0%；物业管理和转租业务收入为426.52万美元，约占总收入的33.6%；防疫用品业务收入为56.78万美元，约占总收入的4.5%。中概股极端行情频出值得注意的是，7月以来，已经有多只中概股演绎极端行情。今年7月15日登陆纽交所的尚乘数科，仅13个交易日股价最高触及2555.3美元/股，涨幅超300倍，总市值一度飙至3100亿美元，超越阿里巴巴、京东、拼多多等一众龙头中概股。此后尚乘数科一路下行，截至9月2日收盘，尚乘数科报收100.01美元/股，市值跌至187.46亿美元。8月5日在纳斯达克上市的智富融资，上市首日股价一度摸高至235.95美元/股，暴涨超52倍，盘中多次触发熔断，截至当日收盘，报收97美元/股，上涨2325%。然而仅仅3个交易日，智富融资大跌89.47%，换手率攀升至57.36%。截至9月2日收盘，该股股价已跌至5.82美元/股。同样上演“过山车”行情的还有见知教育。8月26日，见知教育赴纳斯达克上市，开盘后股价一飞冲天，盘中一度暴涨超36倍，当天收涨275%。不过，随后股价连续三天大跌，截至9月2日收盘，该股股价已跌至5.32美元/股。中概股为何频现暴涨暴跌行情？没有基本面支撑，中概股上市初期却频频上演暴涨暴跌行情，背后的原因是什么？有分析认为，股本高度集中、流动盘稀少是部分中概股股价暴涨的原因。例如，尚乘数科总股本约为1.87亿股，而流通股仅有1840万股；同样，见知教育总股本约为6056万股，而流通股仅有500万股。有市场人士指出，这类股票飙涨背后离不开资金炒作，当基本面和估值不匹配时，投资者应保持警惕。有券商投研团队提示，海外IPO新股没有历史筹码，关注度由低走高过程中，容易引起市场情绪的集中催化。当前市场缺乏赚钱热点，短炒资金集中炒作，投资者应该优先考虑风险因素。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660869861,"gmtCreate":1661526528757,"gmtModify":1661526528757,"author":{"id":"3492486352284080","authorId":"3492486352284080","name":"卡莱乔","avatar":"https://static.tigerbbs.com/12c9a5afb7f112012c29117362f864be","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492486352284080","authorIdStr":"3492486352284080"},"themes":[],"htmlText":"<a 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