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目标挣1个亿
IP属地：北京
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目标挣1个亿
目标挣1个亿
·
2022-01-21
牛叉
非常抱歉，此主贴已删除
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目标挣1个亿
目标挣1个亿
·
2021-12-03
$滴滴(DIDI)$
退市？股票能自动换到港股么？
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目标挣1个亿
目标挣1个亿
·
2021-06-23
现在就不是秘密了，哈哈
传货拉拉已秘密提交在美IPO申请，拟筹资10亿美元
市场消息：货拉拉已秘密提交在美IPO申请文件，拟筹资10亿美元。 对此消息，货拉拉回应称：公司持续关注资本市场，但是没有具体的上市计划和具体上市时间表。
传货拉拉已秘密提交在美IPO申请，拟筹资10亿美元
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目标挣1个亿
目标挣1个亿
·
2021-06-17
晒单赢中签，现在来得及么
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目标挣1个亿
目标挣1个亿
·
2021-06-16
会大涨么？跁了这么长时间//
@容联云
:【2021容联云通讯品牌升级发布会】正在直播，欢迎围观！
$容联云(RAAS)$
2021容联云通讯品牌升级发布会
2021容联云通讯品牌升级发布会
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目标挣1个亿
目标挣1个亿
·
2021-01-06
$英伟达(NVDA)$
总觉着这个股 要 憋个大的，什么时候呢？期权快到期了呀
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目标挣1个亿
目标挣1个亿
·
2020-09-10
韭菜别跑
张忆东：9、10月是逢低布局中国最优质资产的好时机
现在中国的一些先进制造业，无论是机械、化工、电力设备，甚至 TMT 领域里面，已经涌现出来一些在全球具有竞争力的资产。它在国内的细分行业里边前两三名，而在海外至少已经跃居到了第一阵营。9月7日晚间，兴
张忆东：9、10月是逢低布局中国最优质资产的好时机
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目标挣1个亿
目标挣1个亿
·
2020-08-31
$老虎证券(TIGR)$
9月的老虎，你最高看到多少？虎友们来聊聊呀
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目标挣1个亿
目标挣1个亿
·
2020-08-18
为啥盘前还大跌了呢？利好已经消耗了？
非常抱歉，此主贴已删除
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href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>退市？股票能自动换到港股么？","listText":"<a 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18:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息：货拉拉已秘密提交在美IPO申请文件，拟筹资10亿美元。</p>\n<p>对此消息，货拉拉回应称：公司持续关注资本市场，但是没有具体的上市计划和具体上市时间表。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c31914bd6f1344a45df1ab8189908d69","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140259960","content_text":"市场消息：货拉拉已秘密提交在美IPO申请文件，拟筹资10亿美元。\n对此消息，货拉拉回应称：公司持续关注资本市场，但是没有具体的上市计划和具体上市时间表。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161216839,"gmtCreate":1623928321621,"gmtModify":1623928321621,"author":{"id":"3559217087464228","authorId":"3559217087464228","name":"目标挣1个亿","avatar":"https://static.tigerbbs.com/3dc6a00ce69f53b5a8be21bc3c899a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559217087464228","authorIdStr":"3559217087464228"},"themes":[],"htmlText":"晒单赢中签，现在来得及么","listText":"晒单赢中签，现在来得及么","text":"晒单赢中签，现在来得及么","images":[{"img":"https://static.tigerbbs.com/9dc1069e374938617e67f8f85d9c8319","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161216839","isVote":1,"tweetType":1,"viewCount":3269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":169640405,"gmtCreate":1623834698707,"gmtModify":1623834698707,"author":{"id":"3559217087464228","authorId":"3559217087464228","name":"目标挣1个亿","avatar":"https://static.tigerbbs.com/3dc6a00ce69f53b5a8be21bc3c899a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559217087464228","authorIdStr":"3559217087464228"},"themes":[],"htmlText":"会大涨么？跁了这么长时间//<a href=\"https://laohu8.com/U/3574916519717999\">@容联云</a>:【2021容联云通讯品牌升级发布会】正在直播，欢迎围观！<a target=\"_blank\" href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>","listText":"会大涨么？跁了这么长时间//<a href=\"https://laohu8.com/U/3574916519717999\">@容联云</a>:【2021容联云通讯品牌升级发布会】正在直播，欢迎围观！<a target=\"_blank\" 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target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>总觉着这个股 要 憋个大的，什么时候呢？期权快到期了呀","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>总觉着这个股 要 憋个大的，什么时候呢？期权快到期了呀","text":"$英伟达(NVDA)$总觉着这个股 要 憋个大的，什么时候呢？期权快到期了呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/338491070","isVote":1,"tweetType":1,"viewCount":4790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976650844,"gmtCreate":1599711624188,"gmtModify":1703819437107,"author":{"id":"3559217087464228","authorId":"3559217087464228","name":"目标挣1个亿","avatar":"https://static.tigerbbs.com/3dc6a00ce69f53b5a8be21bc3c899a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559217087464228","authorIdStr":"3559217087464228"},"themes":[],"htmlText":"韭菜别跑","listText":"韭菜别跑","text":"韭菜别跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976650844","repostId":"1165955501","repostType":4,"repost":{"id":"1165955501","kind":"news","pubTimestamp":1599653796,"share":"https://www.laohu8.com/m/news/1165955501?lang=&edition=full","pubTime":"2020-09-09 20:16","market":"sh","language":"zh","title":"张忆东：9、10月是逢低布局中国最优质资产的好时机","url":"https://stock-news.laohu8.com/highlight/detail?id=1165955501","media":"人民币交易与研究","summary":"现在中国的一些先进制造业，无论是机械、化工、电力设备，甚至 TMT 领域里面，已经涌现出来一些在全球具有竞争力的资产。它在国内的细分行业里边前两三名，而在海外至少已经跃居到了第一阵营。9月7日晚间，兴","content":"<blockquote>现在中国的一些先进制造业，无论是机械、化工、电力设备，甚至 TMT 领域里面，已经涌现出来一些在全球具有竞争力的资产。它在国内的细分行业里边前两三名，而在海外至少已经跃居到了第一阵营。</blockquote><p>9月7日晚间，兴业证券全球首席策略分析师张忆东在华泰柏瑞基金举办的高端对话上表示，9 月、10 月其实是逢低布局中国各个领域最优质资产的好时机。如果说有风格的切换，最快的时间节点是 11 月，还不是现在。</p><p>据公众号“聪明投资者”报道，张忆东认为，现在中国在全球是估值洼地，金融、地产之类的周期性核心资产，它们的分红收益率有点像可转债，但比可转债的性价比更好，这是传统行业的核心资产。至于消费、医药、科技，它们的长期逻辑还是很清晰，但是前段时间真的是多多少少有点泡沫了。</p><p>“跟欧美相比， 我们的传统行业核心资产估值更便宜，无论是金融地产、周期，我们的生产性、业绩可靠性比他们强。消费和一些科技股，我们的成长空间也会更强。”他表示，最好的核心资产是能够反映中国经济转型的方向，比如说有科技创新性，能够立足于中国内需，并且能够抓住海外全球的市场，从而在全球竞争中竞而胜之。</p><p>他指出，现在中国的一些先进制造业，无论是机械、化工、电力设备，甚至 TMT 领域里面，已经涌现出来一些在全球具有竞争力的资产。它在国内的细分行业里边前两三名，而在海外至少已经跃居到了第一阵营。</p><p>“投资者怎样能够更好的分享到中国权益时代的红利？有一个秘诀——定投，如果有闲钱就不断地定投。而且要做长期的财富管理，把钱交给长跑冠军……包括我自己，因为不能买股票，所以都是基金定投， 分享权益投资大时代。”张忆东表示。</p><p>他认为，9 月、10 月其实是逢低布局中国各个领域最优质资产的好时机。现在中国在全球是估值洼地，金融、地产之类的周期性核心资产，它们的分红收益率有点像可转债，但比可转债的性价比更好，这是传统行业的核心资产。至于消费、医药、科技，它们的长期逻辑还是很清晰，但是前段时间真的是多多少少有点泡沫了。</p><p>同时，一旦经济复苏的预期在海外开始发酵，特别是 11 月，随着美国的疫情和美国大选能够明朗化，疫苗能够有三期临床，开始量产，美国大选也尘埃落定，那个时候整个的中国资产，特别是更便宜的港股里边的这些优质资产，会享受到复苏的红利以及人民币升值的红利。</p><p>另外，未来中概股的回归，以及更多代表国内新经济的企业同时在 A 股和港股上市，互联网巨头们在香港市场相聚了——阿里巴巴、腾讯、美团、小米、拼多多、京东这些为代表的科技互联网巨头，它们成长的天花板还远远没有看到，所以它的成长性足以消化现在的高估值。</p><p>“如果说有风格的切换，最快的时间节点是 11 月，还不是现在。现在只能是说阿尔法策略的扩散，成长风格的扩散，或者说成长股投资范围的延展，延展在哪儿？从消费、医药、科技延展到一些周期里边的阿尔法。” 张忆东表示。</p>","source":"lsy1574157197600","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 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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张忆东：9、10月是逢低布局中国最优质资产的好时机 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-09 20:16 北京时间 <a href=https://mp.weixin.qq.com/s/1j1UdjIcHwJaXZRJEfSfGQ><strong>人民币交易与研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>现在中国的一些先进制造业，无论是机械、化工、电力设备，甚至 TMT 领域里面，已经涌现出来一些在全球具有竞争力的资产。它在国内的细分行业里边前两三名，而在海外至少已经跃居到了第一阵营。9月7日晚间，兴业证券全球首席策略分析师张忆东在华泰柏瑞基金举办的高端对话上表示，9 月、10 月其实是逢低布局中国各个领域最优质资产的好时机。如果说有风格的切换，最快的时间节点是 11 月，还不是现在。据公众号“...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1j1UdjIcHwJaXZRJEfSfGQ\">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":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/1j1UdjIcHwJaXZRJEfSfGQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165955501","content_text":"现在中国的一些先进制造业，无论是机械、化工、电力设备，甚至 TMT 领域里面，已经涌现出来一些在全球具有竞争力的资产。它在国内的细分行业里边前两三名，而在海外至少已经跃居到了第一阵营。9月7日晚间，兴业证券全球首席策略分析师张忆东在华泰柏瑞基金举办的高端对话上表示，9 月、10 月其实是逢低布局中国各个领域最优质资产的好时机。如果说有风格的切换，最快的时间节点是 11 月，还不是现在。据公众号“聪明投资者”报道，张忆东认为，现在中国在全球是估值洼地，金融、地产之类的周期性核心资产，它们的分红收益率有点像可转债，但比可转债的性价比更好，这是传统行业的核心资产。至于消费、医药、科技，它们的长期逻辑还是很清晰，但是前段时间真的是多多少少有点泡沫了。“跟欧美相比， 我们的传统行业核心资产估值更便宜，无论是金融地产、周期，我们的生产性、业绩可靠性比他们强。消费和一些科技股，我们的成长空间也会更强。”他表示，最好的核心资产是能够反映中国经济转型的方向，比如说有科技创新性，能够立足于中国内需，并且能够抓住海外全球的市场，从而在全球竞争中竞而胜之。他指出，现在中国的一些先进制造业，无论是机械、化工、电力设备，甚至 TMT 领域里面，已经涌现出来一些在全球具有竞争力的资产。它在国内的细分行业里边前两三名，而在海外至少已经跃居到了第一阵营。“投资者怎样能够更好的分享到中国权益时代的红利？有一个秘诀——定投，如果有闲钱就不断地定投。而且要做长期的财富管理，把钱交给长跑冠军……包括我自己，因为不能买股票，所以都是基金定投， 分享权益投资大时代。”张忆东表示。他认为，9 月、10 月其实是逢低布局中国各个领域最优质资产的好时机。现在中国在全球是估值洼地，金融、地产之类的周期性核心资产，它们的分红收益率有点像可转债，但比可转债的性价比更好，这是传统行业的核心资产。至于消费、医药、科技，它们的长期逻辑还是很清晰，但是前段时间真的是多多少少有点泡沫了。同时，一旦经济复苏的预期在海外开始发酵，特别是 11 月，随着美国的疫情和美国大选能够明朗化，疫苗能够有三期临床，开始量产，美国大选也尘埃落定，那个时候整个的中国资产，特别是更便宜的港股里边的这些优质资产，会享受到复苏的红利以及人民币升值的红利。另外，未来中概股的回归，以及更多代表国内新经济的企业同时在 A 股和港股上市，互联网巨头们在香港市场相聚了——阿里巴巴、腾讯、美团、小米、拼多多、京东这些为代表的科技互联网巨头，它们成长的天花板还远远没有看到，所以它的成长性足以消化现在的高估值。“如果说有风格的切换，最快的时间节点是 11 月，还不是现在。现在只能是说阿尔法策略的扩散，成长风格的扩散，或者说成长股投资范围的延展，延展在哪儿？从消费、医药、科技延展到一些周期里边的阿尔法。” 张忆东表示。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971327217,"gmtCreate":1598870238939,"gmtModify":1704220349105,"author":{"id":"3559217087464228","authorId":"3559217087464228","name":"目标挣1个亿","avatar":"https://static.tigerbbs.com/3dc6a00ce69f53b5a8be21bc3c899a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559217087464228","authorIdStr":"3559217087464228"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>9月的老虎，你最高看到多少？虎友们来聊聊呀","listText":"<a 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