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我叫包输清
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我叫包输清
我叫包输清
·
2023-10-17
说说你对这篇新闻的看法...
减肥药热度超过AI！美股必须消费品遭遇“创纪录做空”
上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。流入必需消费品板块的做空资金连续六周增加，卖空的名义价值为三个月来最大，超过了过去五年98%的水平。最后，高盛交易部门讨论了医疗保健领域的“巨变”：减肥药热潮中的美股赢家与输家的差距，已超过今年上半年AI热潮中赢家与输家的差距。
减肥药热度超过AI！美股必须消费品遭遇“创纪录做空”
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我叫包输清
我叫包输清
·
2021-05-12
$百度(BIDU)$
哦，不跌了？unbelievable
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我叫包输清
我叫包输清
·
2021-03-04
$百度(BIDU)$
哦日，又没抛出
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我叫包输清
我叫包输清
·
2021-02-21
雷老板是给足时间大伙上车，这个位置不高不低，果断上车
小米集团：电动汽车制造业务的研究还没有到正式立项阶段
2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。
小米集团：电动汽车制造业务的研究还没有到正式立项阶段
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我叫包输清
我叫包输清
·
2020-09-01
$美国航空(AAL)$
？？？
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我叫包输清
我叫包输清
·
2020-09-01
$Zoom(ZM)$
空？
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2
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我叫包输清
我叫包输清
·
2020-08-28
$小米集团-W(01810)$
23块要稳住吧？
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我叫包输清
我叫包输清
·
2020-08-28
$小米集团-W(01810)$
牛逼大了
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我叫包输清
我叫包输清
·
2020-08-27
$波音(BA)$
这天摋的 无语
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我叫包输清
我叫包输清
·
2020-08-27
$小鹏汽车(XPEV)$
~5股，雨露均沾啊，看来比农夫山泉有点甜好
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08:14","market":"us","language":"zh","title":"减肥药热度超过AI！美股必须消费品遭遇“创纪录做空”","url":"https://stock-news.laohu8.com/highlight/detail?id=1194964415","media":"华尔街见闻","summary":"上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。流入必需消费品板块的做空资金连续六周增加，卖空的名义价值为三个月来最大，超过了过去五年98%的水平。最后，高盛交易部门讨论了医疗保健领域的“巨变”：减肥药热潮中的美股赢家与输家的差距，已超过今年上半年AI热潮中赢家与输家的差距。","content":"<html><head></head><body><blockquote><p><strong>上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。</strong></p></blockquote><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/GS\">高盛</a>的新近报告展示了“聪明钱”投资美股的新动向：一方面，大举做空必需消费品，一方面，大力押注减肥药，减肥药取代了人工智能（AI），成为“新宠”。</p><p style=\"text-align: justify;\">高盛主经纪商业务（PB）报告显示，<strong>上周，必需消费品是美股净空仓规模最多的板块，其中卖空的规模是做多买入规模的四倍</strong>，在非必需消费品板块跑输大盘之际，对冲基金抛售该板块的速度为11周来最快。</p><p style=\"text-align: justify;\">流入必需消费品板块的做空资金连续六周增加，卖空的名义价值为三个月来最大，超过了过去五年98%的水平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c14fa3b22ef6dccd4ea6a844fd46e6b\" tg-width=\"608\" tg-height=\"504\"/></p><p style=\"text-align: justify;\"><strong>必需消费品板块中，几乎所有的细分板块上周资金流向都是净卖空</strong>，其中以家居用品、饮料和食品为首。虽然总风险敞口和净敞口均有所下降，但除非市场情绪逆转，否则两者转为做多还有很长的路要走。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e294230c3ed251fdfc938c9a39e2da83\" tg-width=\"640\" tg-height=\"374\"/></p><p style=\"text-align: justify;\">造成必需消费品被大举做空的因素有很多，<strong>比如高利率、通胀下降及其对定价权的影响，也包括目前市面最火爆的胰高血糖素样肽（GLP）-1减肥药。</strong></p><p style=\"text-align: justify;\">高盛消费类股交易员Scott Feiler在周一到报告中预计，本周，对必需消费品板块的负面情绪可能持续。除了上述高盛PE数据显示的对冲基金做空资金流规模，报告还提到两点。</p><p style=\"text-align: justify;\">一是本周三<a href=\"https://laohu8.com/S/PG\">宝洁</a>将发布三季报，高盛预计宝洁的有机销售增速将更接近7%到8%，强于市场共识预期的5.8%，毛利率也将高于预期，但鉴于外汇的负面影响，EPS将更温和。宝洁可能不会改变必需消费品整体板块的市场情绪，但可能是少数财报季EPS盈利为正值的成份股之一。</p><p style=\"text-align: justify;\">二是新兴的热门股GLP-1减肥药。报告预计它仍会是最热议的主题，并且显然会对消费类股有影响。</p><p style=\"text-align: justify;\">另外，高盛必需消费品行业的分析师Jason English等人本周一发布的另一报告重点介绍了对GLP-1的一些看法，他们注意到治疗GLP-1副作用(恶心等)的产品销量有所增加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb281bf160dfa1c7426457189aed543\" tg-width=\"640\" tg-height=\"563\"/></p><p style=\"text-align: justify;\">报告总结了一些要点，包括：</p><blockquote><p style=\"text-align: justify;\">对给予买入评级的<a href=\"https://laohu8.com/S/0NZM.UK\">欧莱雅</a>有信心，认为这是美妆用品的利好；</p><p style=\"text-align: justify;\">认为功能性饮品的表现会有韧性；</p><p style=\"text-align: justify;\">对零售的打击没有像人们担心的那么大，2019年来，巧克力类别在分析群体中的表现和更广泛人群中的相同，口香糖和糖果类别的表现实际上优于它；</p><p style=\"text-align: justify;\">奶昔和能量棒方面，对Bellring Brands（BRBR）旗下的健康奶昔来说是大利好，对Simply Good Foods（SMPL）旗下的产品来说影响更复杂，其控制体重的能量棒是表现最落后的，营养类能量棒则是迎来利好。</p><p style=\"text-align: justify;\">传统早餐类股承压，比如咖啡和谷物类产品，比如高盛给予卖出评级的WK Kellogg（KLG）和J M Smucker（SJM）。</p><p style=\"text-align: justify;\">苏打水方面，可能是因为低热量和无糖产品普遍存在，高盛的分析结果显示，这类个股比预期的所受影响更小。</p></blockquote><p style=\"text-align: justify;\"><strong>最后，高盛交易部门讨论了医疗保健领域的“巨变”：</strong>减肥药热潮中的美股赢家与输家的差距，已超过今年上半年AI热潮中赢家与输家的差距。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07e0d82be416381ce9968d8684228817\" tg-width=\"640\" tg-height=\"515\"/></p><p style=\"text-align: justify;\">高盛分析师Asad Haider在报告中分享了他对高盛GLP-1配对篮子差异扩大的看法，因为投资者考虑到GLP-1的使用对更广泛的医疗技术和医院手术量的潜在破坏性影响，下图展示了预计未来几个月、直到明年年中将发布结果的二期和三期GLP-1试验名称、相关企业、关注重点、影响的个股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c07e36b0e23ab652e920a55d2336fd8c\" tg-width=\"640\" tg-height=\"710\"/></p><p style=\"text-align: justify;\">下图显示了，<strong>市场对减肥药/GLP-1的兴奋程度</strong>(以GLP-1赢家和输家的比例衡量)<strong>现在已经超过了主导2023年上半年的AI热潮。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa43f6b29cf3af45d78b6830ded71f37\" tg-width=\"640\" tg-height=\"403\"/></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\" 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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减肥药热度超过AI！美股必须消费品遭遇“创纪录做空”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-17 08:14 北京时间 <a href=https://wallstreetcn.com/articles/3699755><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。高盛的新近报告展示了“聪明钱”投资美股的新动向：一方面，大举做空必需消费品，一方面，大力押注减肥药，减肥药取代了人工智能（AI），成为“新宠”。高盛主经纪商业务（PB）报告显示，上周，必需消费品是美股净空仓规模最多的板块，其中卖空的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3699755\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/092fd40f851afdd8f616f9b4148d2720","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3699755","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194964415","content_text":"上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。高盛的新近报告展示了“聪明钱”投资美股的新动向：一方面，大举做空必需消费品，一方面，大力押注减肥药，减肥药取代了人工智能（AI），成为“新宠”。高盛主经纪商业务（PB）报告显示，上周，必需消费品是美股净空仓规模最多的板块，其中卖空的规模是做多买入规模的四倍，在非必需消费品板块跑输大盘之际，对冲基金抛售该板块的速度为11周来最快。流入必需消费品板块的做空资金连续六周增加，卖空的名义价值为三个月来最大，超过了过去五年98%的水平。必需消费品板块中，几乎所有的细分板块上周资金流向都是净卖空，其中以家居用品、饮料和食品为首。虽然总风险敞口和净敞口均有所下降，但除非市场情绪逆转，否则两者转为做多还有很长的路要走。造成必需消费品被大举做空的因素有很多，比如高利率、通胀下降及其对定价权的影响，也包括目前市面最火爆的胰高血糖素样肽（GLP）-1减肥药。高盛消费类股交易员Scott Feiler在周一到报告中预计，本周，对必需消费品板块的负面情绪可能持续。除了上述高盛PE数据显示的对冲基金做空资金流规模，报告还提到两点。一是本周三宝洁将发布三季报，高盛预计宝洁的有机销售增速将更接近7%到8%，强于市场共识预期的5.8%，毛利率也将高于预期，但鉴于外汇的负面影响，EPS将更温和。宝洁可能不会改变必需消费品整体板块的市场情绪，但可能是少数财报季EPS盈利为正值的成份股之一。二是新兴的热门股GLP-1减肥药。报告预计它仍会是最热议的主题，并且显然会对消费类股有影响。另外，高盛必需消费品行业的分析师Jason English等人本周一发布的另一报告重点介绍了对GLP-1的一些看法，他们注意到治疗GLP-1副作用(恶心等)的产品销量有所增加。报告总结了一些要点，包括：对给予买入评级的欧莱雅有信心，认为这是美妆用品的利好；认为功能性饮品的表现会有韧性；对零售的打击没有像人们担心的那么大，2019年来，巧克力类别在分析群体中的表现和更广泛人群中的相同，口香糖和糖果类别的表现实际上优于它；奶昔和能量棒方面，对Bellring Brands（BRBR）旗下的健康奶昔来说是大利好，对Simply Good Foods（SMPL）旗下的产品来说影响更复杂，其控制体重的能量棒是表现最落后的，营养类能量棒则是迎来利好。传统早餐类股承压，比如咖啡和谷物类产品，比如高盛给予卖出评级的WK Kellogg（KLG）和J M Smucker（SJM）。苏打水方面，可能是因为低热量和无糖产品普遍存在，高盛的分析结果显示，这类个股比预期的所受影响更小。最后，高盛交易部门讨论了医疗保健领域的“巨变”：减肥药热潮中的美股赢家与输家的差距，已超过今年上半年AI热潮中赢家与输家的差距。高盛分析师Asad Haider在报告中分享了他对高盛GLP-1配对篮子差异扩大的看法，因为投资者考虑到GLP-1的使用对更广泛的医疗技术和医院手术量的潜在破坏性影响，下图展示了预计未来几个月、直到明年年中将发布结果的二期和三期GLP-1试验名称、相关企业、关注重点、影响的个股。下图显示了，市场对减肥药/GLP-1的兴奋程度(以GLP-1赢家和输家的比例衡量)现在已经超过了主导2023年上半年的AI热潮。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193334435,"gmtCreate":1620754909027,"gmtModify":1620754909027,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"我叫包输清","avatar":"https://static.tigerbbs.com/6b18c901d1c9571d1841b0ec99982417","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520657423025620","authorIdStr":"3520657423025620"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>哦，不跌了？unbelievable","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>哦，不跌了？unbelievable","text":"$百度(BIDU)$哦，不跌了？unbelievable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193334435","isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364431819,"gmtCreate":1614869296632,"gmtModify":1703482272490,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"我叫包输清","avatar":"https://static.tigerbbs.com/6b18c901d1c9571d1841b0ec99982417","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520657423025620","authorIdStr":"3520657423025620"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>哦日，又没抛出","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>哦日，又没抛出","text":"$百度(BIDU)$哦日，又没抛出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364431819","isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360678580,"gmtCreate":1613914962740,"gmtModify":1613914962740,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"我叫包输清","avatar":"https://static.tigerbbs.com/6b18c901d1c9571d1841b0ec99982417","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520657423025620","authorIdStr":"3520657423025620"},"themes":[],"htmlText":"雷老板是给足时间大伙上车，这个位置不高不低，果断上车","listText":"雷老板是给足时间大伙上车，这个位置不高不低，果断上车","text":"雷老板是给足时间大伙上车，这个位置不高不低，果断上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360678580","repostId":"1177371356","repostType":4,"repost":{"id":"1177371356","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":1613908733,"share":"https://www.laohu8.com/m/news/1177371356?lang=&edition=full","pubTime":"2021-02-21 19:58","market":"hk","language":"zh","title":"小米集团：电动汽车制造业务的研究还没有到正式立项阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1177371356","media":"老虎资讯综合","summary":"2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。","content":"<p>2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/3de0ddb17380d1d3e70b53261cff1cdc\"></p>\n<p><br></p>","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>小米集团：电动汽车制造业务的研究还没有到正式立项阶段</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\">\n小米集团：电动汽车制造业务的研究还没有到正式立项阶段\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\">2021-02-21 19:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。</p>\n<p><img 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