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贾跃亭

我下周就回国

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- 贾跃亭贾跃亭
  ·2025-09-30
  $Therapeutics(LENZ)$
  1,693 评论
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- 贾跃亭贾跃亭
  ·2023-03-30
  $Faraday Future(FFIE)$ 窒息了吗[开心]
  5,300 1
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- 贾跃亭贾跃亭
  ·2023-03-13
  $Cidara Therapeutics, Inc.(CDTX)$ 3-22 pufda批准咨询委员会已经投票14-1 有很大的概率批准批准后至少2美元以上
  4,789 评论
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- 贾跃亭贾跃亭
  ·2023-03-13
  $Provention Bio, Inc(PRVB)$ [财迷] 上周四重新买入周一🚀
  4,803 评论
  3
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- 贾跃亭贾跃亭
  ·2023-02-22
  $Gamida Cell Ltd.(GMDA)$ pufda日期5-1 血癌患者同种异体造血干细胞移植 1.5左右开仓
  4,440 评论
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- 贾跃亭贾跃亭
  ·2023-02-20
  高盛：散户速入急着解套😂
  高盛不怕调整！预测中国股票指数今年还有24%涨幅
  中国股市自1月下旬以来的下跌势头即将出现逆转。
  高盛不怕调整！预测中国股票指数今年还有24%涨幅
  3,879 评论
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- 贾跃亭贾跃亭
  ·2023-01-03
  $MediWound Ltd.(MDWD)$ 恭喜🎉 70～80%收益
  4,342 评论
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- 贾跃亭贾跃亭
  ·2022-12-27
  $Travere Therapeutics, Inc.(TVTX)$ 开仓 pufda 2-17 根据实验数据还是可以的 19～20买入
  5,486 评论
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- 贾跃亭贾跃亭
  ·2022-12-21
  $MediWound Ltd.(MDWD)$ 在印度和瑞士获批已经有30%收益🉐️
  4,432 评论
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- 贾跃亭贾跃亭
  ·2022-11-24
  华尔街共识：买中国股票让我们解套，卖美国股票让我们抄底
  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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Future(FFIE)$&nbsp;</a>窒息了吗[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>窒息了吗[开心]&nbsp;","text":"$Faraday Future(FFIE)$ 窒息了吗[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/659401587","isVote":1,"tweetType":1,"viewCount":5300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627782629,"gmtCreate":1678696157661,"gmtModify":1678696796450,"author":{"id":"3542548367305583","authorId":"3542548367305583","name":"贾跃亭","avatar":"https://static.tigerbbs.com/0eb4cad18e40a06b21ec835c8ed5c6d5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542548367305583","authorIdStr":"3542548367305583"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CDTX\">$Cidara Therapeutics, Inc.(CDTX)$&nbsp;</a>3-22 pufda批准 咨询委员会已经投票14-1 有很大的概率批准 批准后至少2美元以上","listText":"<a 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急着解套😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625761589","repostId":"1170663535","repostType":2,"repost":{"id":"1170663535","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1676858023,"share":"https://www.laohu8.com/m/news/1170663535?lang=zh_CN&edition=full","pubTime":"2023-02-20 09:53","market":"hk","language":"zh","title":"高盛不怕调整！预测中国股票指数今年还有24%涨幅","url":"https://stock-news.laohu8.com/highlight/detail?id=1170663535","media":"华尔街见闻","summary":"中国股市自1月下旬以来的下跌势头即将出现逆转。","content":"<html><head></head><body><blockquote>高盛预计，随着中国经济复苏推动企业盈利大幅增长，中国股市自1月下旬以来的下跌势头即将出现逆转，在年底前还有24%的增长空间。</blockquote><p>高盛认为中国股市在年底前还有24%的增长空间。</p><p>当地时间周一，高盛策略师 Kinger Lau 等在最新报告中表示，MSCI中国指数有可能在2023年底前达到85点，较当前水平再上涨约24%。中国股市自1月下旬以来的下跌势头即将出现逆转。</p><p>策略师们写道：</p><blockquote>（中国）股市的主要主题将逐渐从重新开放转向复苏，潜在收益的驱动力可能从多重扩张转向盈利增长或兑现。</blockquote><p>他们补充称，增长动力应主要倾向于消费经济，服务业的运行仍明显低于2019年疫情前的水平。</p><p>在2月10日，高盛经济学家 Joseph Briggs 和 Devesh Kodnani 就在最新报告中上调了中国经济增速预期，<b>预计2023年中国四个季度经济平均增速6.5%，显著高于去年11月底预测的5.5%。</b></p><p>高盛还认为，<b>中国经济加快恢复还将提振全球经济增长。到2023年年底，在中国经济加快恢复与内需复苏的推动下，全球经济将多增长1个百分点。</b></p><p>高盛在该报告中指出，中国经济将通过国内需求、国际旅行需求和大宗商品需求三个渠道为全球经济增长带来直接的积极影响。预计今年中国内需将增加5%，带动部分亚太地区经济体的GDP增速提升约0.4个百分点；中国对外服务需求逐渐复苏，尤其是出境旅游，将提振出游目的国经济；此外，中国经济加快恢复或提振国际大宗商品需求和价格。中国每天的石油需求可能会回升100万桶，或令布油价格每桶再上涨约15美元。</p><p>除了高盛外，多家外资机构此前纷纷看好中国的增长前景。</p><p>本月初，惠誉评级在修正后的预测中表示，2023年中国经济将增长5%，远高于去年12月预测的4.1%。惠誉 Brian Coulton 研究团队认为：“（中国）从新冠冲击中迅速反弹，意味着2023年上半年的经济活动要比我们预测的强。”</p><p>惠誉指出，上调预期是基于“消费和经济活动复苏速度快于最初预期的证据”，此外，中国最新的PMI数据显示，中国经济将进一步增长。</p><p>数据显示，自2022年11月7日以来，北向资金已经连续13周净流入A股。2023年1月16日至1月20日是净流入A股最多的一周，金额达到485.13亿元。从月度数据来看，2月以来，北向资金净流入A股83.54亿元，而1月净流入金额达1412.9亿元。这可以说是外资看好中国的最好证明。</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>高盛不怕调整！预测中国股票指数今年还有24%涨幅</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高盛不怕调整！预测中国股票指数今年还有24%涨幅\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2023-02-20 09:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>高盛预计，随着中国经济复苏推动企业盈利大幅增长，中国股市自1月下旬以来的下跌势头即将出现逆转，在年底前还有24%的增长空间。</blockquote><p>高盛认为中国股市在年底前还有24%的增长空间。</p><p>当地时间周一，高盛策略师 Kinger Lau 等在最新报告中表示，MSCI中国指数有可能在2023年底前达到85点，较当前水平再上涨约24%。中国股市自1月下旬以来的下跌势头即将出现逆转。</p><p>策略师们写道：</p><blockquote>（中国）股市的主要主题将逐渐从重新开放转向复苏，潜在收益的驱动力可能从多重扩张转向盈利增长或兑现。</blockquote><p>他们补充称，增长动力应主要倾向于消费经济，服务业的运行仍明显低于2019年疫情前的水平。</p><p>在2月10日，高盛经济学家 Joseph Briggs 和 Devesh Kodnani 就在最新报告中上调了中国经济增速预期，<b>预计2023年中国四个季度经济平均增速6.5%，显著高于去年11月底预测的5.5%。</b></p><p>高盛还认为，<b>中国经济加快恢复还将提振全球经济增长。到2023年年底，在中国经济加快恢复与内需复苏的推动下，全球经济将多增长1个百分点。</b></p><p>高盛在该报告中指出，中国经济将通过国内需求、国际旅行需求和大宗商品需求三个渠道为全球经济增长带来直接的积极影响。预计今年中国内需将增加5%，带动部分亚太地区经济体的GDP增速提升约0.4个百分点；中国对外服务需求逐渐复苏，尤其是出境旅游，将提振出游目的国经济；此外，中国经济加快恢复或提振国际大宗商品需求和价格。中国每天的石油需求可能会回升100万桶，或令布油价格每桶再上涨约15美元。</p><p>除了高盛外，多家外资机构此前纷纷看好中国的增长前景。</p><p>本月初，惠誉评级在修正后的预测中表示，2023年中国经济将增长5%，远高于去年12月预测的4.1%。惠誉 Brian Coulton 研究团队认为：“（中国）从新冠冲击中迅速反弹，意味着2023年上半年的经济活动要比我们预测的强。”</p><p>惠誉指出，上调预期是基于“消费和经济活动复苏速度快于最初预期的证据”，此外，中国最新的PMI数据显示，中国经济将进一步增长。</p><p>数据显示，自2022年11月7日以来，北向资金已经连续13周净流入A股。2023年1月16日至1月20日是净流入A股最多的一周，金额达到485.13亿元。从月度数据来看，2月以来，北向资金净流入A股83.54亿元，而1月净流入金额达1412.9亿元。这可以说是外资看好中国的最好证明。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170663535","content_text":"高盛预计，随着中国经济复苏推动企业盈利大幅增长，中国股市自1月下旬以来的下跌势头即将出现逆转，在年底前还有24%的增长空间。高盛认为中国股市在年底前还有24%的增长空间。当地时间周一，高盛策略师 Kinger Lau 等在最新报告中表示，MSCI中国指数有可能在2023年底前达到85点，较当前水平再上涨约24%。中国股市自1月下旬以来的下跌势头即将出现逆转。策略师们写道：（中国）股市的主要主题将逐渐从重新开放转向复苏，潜在收益的驱动力可能从多重扩张转向盈利增长或兑现。他们补充称，增长动力应主要倾向于消费经济，服务业的运行仍明显低于2019年疫情前的水平。在2月10日，高盛经济学家 Joseph Briggs 和 Devesh Kodnani 就在最新报告中上调了中国经济增速预期，预计2023年中国四个季度经济平均增速6.5%，显著高于去年11月底预测的5.5%。高盛还认为，中国经济加快恢复还将提振全球经济增长。到2023年年底，在中国经济加快恢复与内需复苏的推动下，全球经济将多增长1个百分点。高盛在该报告中指出，中国经济将通过国内需求、国际旅行需求和大宗商品需求三个渠道为全球经济增长带来直接的积极影响。预计今年中国内需将增加5%，带动部分亚太地区经济体的GDP增速提升约0.4个百分点；中国对外服务需求逐渐复苏，尤其是出境旅游，将提振出游目的国经济；此外，中国经济加快恢复或提振国际大宗商品需求和价格。中国每天的石油需求可能会回升100万桶，或令布油价格每桶再上涨约15美元。除了高盛外，多家外资机构此前纷纷看好中国的增长前景。本月初，惠誉评级在修正后的预测中表示，2023年中国经济将增长5%，远高于去年12月预测的4.1%。惠誉 Brian Coulton 研究团队认为：“（中国）从新冠冲击中迅速反弹，意味着2023年上半年的经济活动要比我们预测的强。”惠誉指出，上调预期是基于“消费和经济活动复苏速度快于最初预期的证据”，此外，中国最新的PMI数据显示，中国经济将进一步增长。数据显示，自2022年11月7日以来，北向资金已经连续13周净流入A股。2023年1月16日至1月20日是净流入A股最多的一周，金额达到485.13亿元。从月度数据来看，2月以来，北向资金净流入A股83.54亿元，而1月净流入金额达1412.9亿元。这可以说是外资看好中国的最好证明。","news_type":1,"symbols_score_info":{"000001.SH":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":3879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628030288,"gmtCreate":1672741462544,"gmtModify":1672741463571,"author":{"id":"3542548367305583","authorId":"3542548367305583","name":"贾跃亭","avatar":"https://static.tigerbbs.com/0eb4cad18e40a06b21ec835c8ed5c6d5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542548367305583","authorIdStr":"3542548367305583"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MDWD\">$MediWound Ltd.(MDWD)$&nbsp;</a>恭喜🎉 70～80%收益","listText":"<a href=\"https://laohu8.com/S/MDWD\">$MediWound Ltd.(MDWD)$&nbsp;</a>恭喜🎉 70～80%收益","text":"$MediWound Ltd.(MDWD)$ 恭喜🎉 70～80%收益","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628030288","isVote":1,"tweetType":1,"viewCount":4342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621123917,"gmtCreate":1672120356839,"gmtModify":1672121468386,"author":{"id":"3542548367305583","authorId":"3542548367305583","name":"贾跃亭","avatar":"https://static.tigerbbs.com/0eb4cad18e40a06b21ec835c8ed5c6d5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542548367305583","authorIdStr":"3542548367305583"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TVTX\">$Travere Therapeutics, Inc.(TVTX)$&nbsp;</a>开仓 pufda 2-17 根据实验数据还是可以的 19～20买入","listText":"<a href=\"https://laohu8.com/S/TVTX\">$Travere Therapeutics, Inc.(TVTX)$&nbsp;</a>开仓 pufda 2-17 根据实验数据还是可以的 19～20买入","text":"$Travere Therapeutics, Inc.(TVTX)$ 开仓 pufda 2-17 根据实验数据还是可以的 19～20买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621123917","isVote":1,"tweetType":1,"viewCount":5486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623481871,"gmtCreate":1671601147594,"gmtModify":1671601148595,"author":{"id":"3542548367305583","authorId":"3542548367305583","name":"贾跃亭","avatar":"https://static.tigerbbs.com/0eb4cad18e40a06b21ec835c8ed5c6d5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542548367305583","authorIdStr":"3542548367305583"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MDWD\">$MediWound Ltd.(MDWD)$&nbsp;</a>在印度和瑞士获批 已经有30%收益🉐️","listText":"<a href=\"https://laohu8.com/S/MDWD\">$MediWound Ltd.(MDWD)$&nbsp;</a>在印度和瑞士获批 已经有30%收益🉐️","text":"$MediWound Ltd.(MDWD)$ 在印度和瑞士获批 已经有30%收益🉐️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623481871","isVote":1,"tweetType":1,"viewCount":4432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620934076,"gmtCreate":1669275618195,"gmtModify":1669275620003,"author":{"id":"3542548367305583","authorId":"3542548367305583","name":"贾跃亭","avatar":"https://static.tigerbbs.com/0eb4cad18e40a06b21ec835c8ed5c6d5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542548367305583","authorIdStr":"3542548367305583"},"themes":[],"title":"","htmlText":"华尔街共识：买中国股票 让我们解套，卖美国股票 让我们抄底","listText":"华尔街共识：买中国股票 让我们解套，卖美国股票 让我们抄底","text":"华尔街共识：买中国股票 让我们解套，卖美国股票 让我们抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/620934076","repostId":"2285882002","repostType":2,"repost":{"id":"2285882002","kind":"highlight","pubTimestamp":1669249709,"share":"https://www.laohu8.com/m/news/2285882002?lang=zh_CN&edition=full","pubTime":"2022-11-24 08:28","market":"us","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; 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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&nbsp;&nbsp;&nbsp;<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\">网页链接</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":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4550":"红杉资本持仓","GS":"高盛","BK4585":"ETF&股票定投概念","BK4552":"Archegos爆仓风波概念","BK4127":"投资银行业与经纪业"},"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,"symbols_score_info":{"GS":0.71}},"isVote":1,"tweetType":1,"viewCount":6966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}