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- Blanco_MoonBlanco_Moon
  ·2024-01-23
  高盛要出货辣🐶
  高盛看好中国股市：有机会出现某种逆势反弹
  中国股市目前所处的水平已反映市场计入大量的困境因素。
  高盛看好中国股市：有机会出现某种逆势反弹
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- Blanco_MoonBlanco_Moon
  ·2023-11-16
  我现在一股苹果股票都没有，但是有几个问题想要请教一下： 1. 如果说苹果的成功原因如作者所说有相当一部分是因为把生产成本推给了中国果链企业，那为啥果链在去年纷纷暴雷完之后苹果今年还涨了50%，大幅跑赢标普500，甚至还赢了纳斯达克呢？ 2. 库克不是昨天才接手苹果的，到现在都12年了。这种重股东回报且产品创新不足的局面也维持了12年，可为啥苹果一直在涨？ 3. 说苹果2020年“又活过来了”是因为华为被制裁了，那请问今年9月华为回归了之后，大摩预测的今年第四季度iphone出货量将达7500万，为啥反而比去年的q4还多呢？ $苹果(AAPL)$
  非常抱歉，此主贴已删除
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- Blanco_MoonBlanco_Moon
  ·2023-05-18
  阿里巴巴不具备投资价值，不知道它护城河到底是啥？在中国生活的人不用阿里巴巴也能过的很好
  非常抱歉，此主贴已删除
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- Blanco_MoonBlanco_Moon
  ·2023-04-21
  $特斯拉(TSLA)$ 这次财报很容易看出来是需求端出现了问题。宏观经济不好，人们捂紧钱包不买汽车这种大件，特斯拉就大跌，也就是说特斯拉的股价和宏观经济是高度绑定的。然而，首先，宏观经济走势这世界上就没人能准确猜对，这就导致特斯拉的未来扑朔迷离。其次，你们可以去看下目前主流财经圈和权威经济机构对未来宏观经济的展望，都是偏负面的，这对特斯拉更是不好的消息。特斯拉没能证明自己能跳出汽车股的宿命，它的pe不应该高出同行那么多。我觉得特斯拉在可见的短期时间内，都不算是很有性价比的投资标的。买它不如买苹果$苹果(AAPL)$
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Moe接受彭博电视访问时称，仍看好中国股市。他认为，中国股市目前所处的水平已反映市场计入大量的困境因素。在该行看来，<strong>意味至少应该有机会出现某种逆势反弹，或者即便是熊市反弹，也可能是重大反弹。</strong></p><p>高盛认为，市场要反弹，就需要有更充分的政策回应，不仅是讨论，还要实施。企业盈利也很重要，可能会稳定市场情绪。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9e0bc10b31217af95bc233a5161af1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\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":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164428719","content_text":"高盛首席亚太策略师Timothy Moe接受彭博电视访问时称，仍看好中国股市。他认为，中国股市目前所处的水平已反映市场计入大量的困境因素。在该行看来，意味至少应该有机会出现某种逆势反弹，或者即便是熊市反弹，也可能是重大反弹。高盛认为，市场要反弹，就需要有更充分的政策回应，不仅是讨论，还要实施。企业盈利也很重要，可能会稳定市场情绪。","news_type":1,"symbols_score_info":{"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":2507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242070479872208,"gmtCreate":1700110348672,"gmtModify":1700113095359,"author":{"id":"3509972984007333","authorId":"3509972984007333","name":"Blanco_Moon","avatar":"https://static.tigerbbs.com/05b66877df5a05beef453be6d86ae68d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509972984007333","authorIdStr":"3509972984007333"},"themes":[],"htmlText":"我现在一股苹果股票都没有，但是有几个问题想要请教一下： 1. 如果说苹果的成功原因如作者所说有相当一部分是因为把生产成本推给了中国果链企业，那为啥果链在去年纷纷暴雷完之后苹果今年还涨了50%，大幅跑赢标普500，甚至还赢了纳斯达克呢？ 2. 库克不是昨天才接手苹果的，到现在都12年了。这种重股东回报且产品创新不足的局面也维持了12年，可为啥苹果一直在涨？ 3. 说苹果2020年“又活过来了”是因为华为被制裁了，那请问今年9月华为回归了之后，大摩预测的今年第四季度iphone出货量将达7500万，为啥反而比去年的q4还多呢？ <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>","listText":"我现在一股苹果股票都没有，但是有几个问题想要请教一下： 1. 如果说苹果的成功原因如作者所说有相当一部分是因为把生产成本推给了中国果链企业，那为啥果链在去年纷纷暴雷完之后苹果今年还涨了50%，大幅跑赢标普500，甚至还赢了纳斯达克呢？ 2. 库克不是昨天才接手苹果的，到现在都12年了。这种重股东回报且产品创新不足的局面也维持了12年，可为啥苹果一直在涨？ 3. 说苹果2020年“又活过来了”是因为华为被制裁了，那请问今年9月华为回归了之后，大摩预测的今年第四季度iphone出货量将达7500万，为啥反而比去年的q4还多呢？ <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>","text":"我现在一股苹果股票都没有，但是有几个问题想要请教一下： 1. 如果说苹果的成功原因如作者所说有相当一部分是因为把生产成本推给了中国果链企业，那为啥果链在去年纷纷暴雷完之后苹果今年还涨了50%，大幅跑赢标普500，甚至还赢了纳斯达克呢？ 2. 库克不是昨天才接手苹果的，到现在都12年了。这种重股东回报且产品创新不足的局面也维持了12年，可为啥苹果一直在涨？ 3. 说苹果2020年“又活过来了”是因为华为被制裁了，那请问今年9月华为回归了之后，大摩预测的今年第四季度iphone出货量将达7500万，为啥反而比去年的q4还多呢？ $苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":5,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/242070479872208","repostId":"1193487732","repostType":2,"isVote":1,"tweetType":1,"viewCount":6566,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491812622453185","authorId":"3491812622453185","name":"带泡沫的苹果","avatar":"https://static.tigerbbs.com/a9250937a0cdbddaf9a218f28567ee36","crmLevel":2,"crmLevelSwitch":1,"idStr":"3491812622453185","authorIdStr":"3491812622453185"},"content":"别问我，我老早空了，一直失败，得出结论是美国的股市不能倒，中国的房地产不能倒","text":"别问我，我老早空了，一直失败，得出结论是美国的股市不能倒，中国的房地产不能倒","html":"别问我，我老早空了，一直失败，得出结论是美国的股市不能倒，中国的房地产不能倒"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652832082,"gmtCreate":1684408331246,"gmtModify":1684408386064,"author":{"id":"3509972984007333","authorId":"3509972984007333","name":"Blanco_Moon","avatar":"https://static.tigerbbs.com/05b66877df5a05beef453be6d86ae68d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509972984007333","authorIdStr":"3509972984007333"},"themes":[],"htmlText":"阿里巴巴不具备投资价值，不知道它护城河到底是啥？在中国生活的人不用阿里巴巴也能过的很好","listText":"阿里巴巴不具备投资价值，不知道它护城河到底是啥？在中国生活的人不用阿里巴巴也能过的很好","text":"阿里巴巴不具备投资价值，不知道它护城河到底是啥？在中国生活的人不用阿里巴巴也能过的很好","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":13,"repostSize":1,"link":"https://laohu8.com/post/652832082","repostId":"1133481724","repostType":2,"isVote":1,"tweetType":1,"viewCount":4874,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"131153884831345","authorId":"131153884831345","name":"LanceYang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"131153884831345","authorIdStr":"131153884831345"},"content":"护城河就是你的键盘","text":"护城河就是你的键盘","html":"护城河就是你的键盘"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651486591,"gmtCreate":1682034575313,"gmtModify":1682039547760,"author":{"id":"3509972984007333","authorId":"3509972984007333","name":"Blanco_Moon","avatar":"https://static.tigerbbs.com/05b66877df5a05beef453be6d86ae68d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509972984007333","authorIdStr":"3509972984007333"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>这次财报很容易看出来是需求端出现了问题。宏观经济不好，人们捂紧钱包不买汽车这种大件，特斯拉就大跌，也就是说特斯拉的股价和宏观经济是高度绑定的。然而，首先，宏观经济走势这世界上就没人能准确猜对，这就导致特斯拉的未来扑朔迷离。其次，你们可以去看下目前主流财经圈和权威经济机构对未来宏观经济的展望，都是偏负面的，这对特斯拉更是不好的消息。 特斯拉没能证明自己能跳出汽车股的宿命，它的pe不应该高出同行那么多。我觉得特斯拉在可见的短期时间内，都不算是很有性价比的投资标的。买它不如买苹果<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>这次财报很容易看出来是需求端出现了问题。宏观经济不好，人们捂紧钱包不买汽车这种大件，特斯拉就大跌，也就是说特斯拉的股价和宏观经济是高度绑定的。然而，首先，宏观经济走势这世界上就没人能准确猜对，这就导致特斯拉的未来扑朔迷离。其次，你们可以去看下目前主流财经圈和权威经济机构对未来宏观经济的展望，都是偏负面的，这对特斯拉更是不好的消息。 特斯拉没能证明自己能跳出汽车股的宿命，它的pe不应该高出同行那么多。我觉得特斯拉在可见的短期时间内，都不算是很有性价比的投资标的。买它不如买苹果<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>","text":"$特斯拉(TSLA)$ 这次财报很容易看出来是需求端出现了问题。宏观经济不好，人们捂紧钱包不买汽车这种大件，特斯拉就大跌，也就是说特斯拉的股价和宏观经济是高度绑定的。然而，首先，宏观经济走势这世界上就没人能准确猜对，这就导致特斯拉的未来扑朔迷离。其次，你们可以去看下目前主流财经圈和权威经济机构对未来宏观经济的展望，都是偏负面的，这对特斯拉更是不好的消息。 特斯拉没能证明自己能跳出汽车股的宿命，它的pe不应该高出同行那么多。我觉得特斯拉在可见的短期时间内，都不算是很有性价比的投资标的。买它不如买苹果$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/651486591","isVote":1,"tweetType":1,"viewCount":5548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010312","authorIdStr":"10000000000010312"},"content":"投资要有长远眼光，特斯拉股价波动是短期的，未来还有很大的增长空间","text":"投资要有长远眼光，特斯拉股价波动是短期的，未来还有很大的增长空间","html":"投资要有长远眼光，特斯拉股价波动是短期的，未来还有很大的增长空间"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}