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CarolynTan

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- CarolynTanCarolynTan
  ·2021-10-29
  $Amkor Technology(AMKR)$Why
  2,719 评论
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- CarolynTanCarolynTan
  ·2021-06-29
  $研控科技(RCON)$坏消息要来了咯…感觉要跌了
  3,022 1
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- CarolynTanCarolynTan
  ·2021-06-15
  [财迷]
  A股下半年怎么走？机构：乘流而上，迎接第二波主升浪
  上半年行情接近尾声，下半年A股将如何演绎？券商中期策略报告近期陆续出炉。多家券商认为，宏观经济继续恢复，当前的信贷政策及资金环境大概率将延续。一些券商认为，下半年A股市场有望乘流而上，甚至会走出第
  A股下半年怎么走？机构：乘流而上，迎接第二波主升浪
  2,388 评论
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- CarolynTanCarolynTan
  ·2021-06-15
  $Senseonics Holdings,Inc.(SENS)$怎么不会破5[流泪] [流泪] [流泪] [流泪]
  1,842 评论
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- CarolynTanCarolynTan
  ·2021-06-15
  [开心] [开心] [开心] [开心]
  节后首个交易日，关注A股哪些赛道？券商划重点了
  明天，A股将迎来端午节后首个交易日。在多家券商看来，存量资金频繁调仓的博弈将继续主导6月市场。从中长期看，在基本面支持下A股指数年内有望创新高，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。
  节后首个交易日，关注A股哪些赛道？券商划重点了
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- CarolynTanCarolynTan
  ·2021-02-19
  $Sundial Growers Inc.(SNDL)$hold，相信
  1,081 评论
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- CarolynTanCarolynTan
  ·2021-02-15
  $AEM HOLDINGS LTD(AWX.SI)$🚀🚀🚀🚀
  1,955 评论
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- CarolynTanCarolynTan
  ·2021-02-04
  $AEM HOLDINGS LTD(AWX.SI)$🚀🚀🚀🚀🚀
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- CarolynTanCarolynTan
  ·2021-02-03
  $AMC Entertainment(AMC)$Please hold the line ✊🏻✊🏻✊🏻✊🏻
  467 评论
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- CarolynTanCarolynTan
  ·2021-02-03
  $GameStop(GME)$ Please hold
  1,803 评论
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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\">\nA股下半年怎么走？机构：乘流而上，迎接第二波主升浪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 19:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/tpKA1MLXPUrBULF6Ve_iwg><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上半年行情接近尾声，下半年A股将如何演绎？\n券商中期策略报告近期陆续出炉。多家券商认为，宏观经济继续恢复，当前的信贷政策及资金环境大概率将延续。\n一些券商认为，下半年A股市场有望乘流而上，甚至会走出第二波主升浪行情。但也有券商认为，A股难有系统性机会，赛道选择和预期收益判断最重要。\n经济延续恢复态势\n对于下半年宏观经济走势，中信证券认为，大宗商品价格快速上涨的负面影响在可控范围内，预计二季度之后...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/tpKA1MLXPUrBULF6Ve_iwg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/tpKA1MLXPUrBULF6Ve_iwg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112940347","content_text":"上半年行情接近尾声，下半年A股将如何演绎？\n券商中期策略报告近期陆续出炉。多家券商认为，宏观经济继续恢复，当前的信贷政策及资金环境大概率将延续。\n一些券商认为，下半年A股市场有望乘流而上，甚至会走出第二波主升浪行情。但也有券商认为，A股难有系统性机会，赛道选择和预期收益判断最重要。\n经济延续恢复态势\n对于下半年宏观经济走势，中信证券认为，大宗商品价格快速上涨的负面影响在可控范围内，预计二季度之后PPI上涨压力将有所减轻，PPI向CPI的全面传导较难发生。这种情况下，总量政策的主要目标仍然会聚焦在稳增长上，下半年经济会更多依靠内生动力的修复实现稳中加固。制造业投资、服务性消费、商品出口可能会成为亮点。\n国信证券预计，二季度后经济增长会逐渐恢复正常。对于通胀压力，预计7、8月份政策或将转移到防范通胀方向，三季度或许会出现公开市场操作利率的上调。\n在光大证券看来，当前的信贷政策及资金环境大概率将得以延续；出口未来依然有较强支撑，但房地产投资上行空间有限。预计PPI三季度将维持相对高位，CPI同比高点有望出现在四季度。\nA股有望继续上行\n在经济延续修复态势的情形下，下半年A股市场怎么走？有券商认为，市场有望乘流而上甚至会走出第二波主升浪行情，也有券商认为不存在系统性机会。\n广发证券预计，A股在盈利韧性支撑、流动性缓而不紧的格局下有望乘流而上。预计A股非金融企业全年盈利增速将达到48.6%，ROE（TTM）将持续改善到今年四季度或明年一季度。\n国信证券指出，A股春节后调整已基本到位，二季度后市场或将出现年内第二波大幅度的主升浪行情。\n中信建投证券认为，下半年A股市场不存在系统性的机会，成长股表现或最优。\n聚焦成长品种\n下半年有哪些主线值得布局？对此，各大券商纷纷给出自己的观点。\n中信证券建议，淡化周期思维，重视长期空间和估值弹性，三季度聚焦高成长品种，四季度增配大消费板块。\n中信建投证券认为，下半年医药生物行业、人工智能行业、新能源汽车和新能源行业具备长期的空间，同时也看好消费行业的盈利稳定性和长期性。\n广发证券建议关注三条主线：一是消费跃迁下的新能源车（锂电池、锂电材料）以及次高端白酒；二是煤炭、玻璃、半导体以及化工、建材、造纸；三是需求扩张的光伏、疫苗及军工、油服。\n中银证券表示，下半年建议继续超配上游传统周期和金融行业，包括有色、钢铁、化工、银行等；超配高景气行业，包括新能源汽车产业链、半导体等；标配高估值稳定增长的食品饮料、医药；低配盈利增速不确定强，估值偏高的TMT科技板块。\n开源证券表示，延续对三条主线的推荐：一是钢铁、铝、煤炭、化工（化纤、PVC、纯碱、钛白粉）；二是银行（低于1倍PB为主）、建筑、房地产、保险、交通运输（公路、集运）；三是机械、电子、计算机。\n对于市场的结构性机会，东吴证券表示，关注与内需相关领域，包括机械设备在内的中游制造业会有不错的表现。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184135970,"gmtCreate":1623687859190,"gmtModify":1631885009535,"author":{"id":"3574290506178268","authorId":"3574290506178268","name":"CarolynTan","avatar":"https://static.tigerbbs.com/0c7661377d59f53dc4ced3b1f390dc2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574290506178268","authorIdStr":"3574290506178268"},"themes":[],"htmlText":"<a 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184136573","repostId":"1106496340","repostType":4,"repost":{"id":"1106496340","kind":"news","pubTimestamp":1623683939,"share":"https://www.laohu8.com/m/news/1106496340?lang=&edition=full","pubTime":"2021-06-14 23:18","market":"sh","language":"zh","title":"节后首个交易日，关注A股哪些赛道？券商划重点了","url":"https://stock-news.laohu8.com/highlight/detail?id=1106496340","media":"中国证券报","summary":"明天，A股将迎来端午节后首个交易日。\n在多家券商看来，存量资金频繁调仓的博弈将继续主导6月市场。从中长期看，在基本面支持下A股指数年内有望创新高，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n","content":"<div>\n<p>明天，A股将迎来端午节后首个交易日。\n在多家券商看来，存量资金频繁调仓的博弈将继续主导6月市场。从中长期看，在基本面支持下A股指数年内有望创新高，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n券商认为，随着上市公司上半年业绩预告陆续出炉，可关注核心赛道中能够持续超预期的品种。此外，表现占优的成长板块具有持续性。\n聚焦盈利和成长性\n就端午节前一周（6月7日至11日）行情而言，上证指数继续横盘...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw\">Web Link</a>\n\n</div>\n","source":"zgzqb","collect":0,"html":"<!DOCTYPE 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}\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节后首个交易日，关注A股哪些赛道？券商划重点了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 23:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>明天，A股将迎来端午节后首个交易日。\n在多家券商看来，存量资金频繁调仓的博弈将继续主导6月市场。从中长期看，在基本面支持下A股指数年内有望创新高，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n券商认为，随着上市公司上半年业绩预告陆续出炉，可关注核心赛道中能够持续超预期的品种。此外，表现占优的成长板块具有持续性。\n聚焦盈利和成长性\n就端午节前一周（6月7日至11日）行情而言，上证指数继续横盘...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106496340","content_text":"明天，A股将迎来端午节后首个交易日。\n在多家券商看来，存量资金频繁调仓的博弈将继续主导6月市场。从中长期看，在基本面支持下A股指数年内有望创新高，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n券商认为，随着上市公司上半年业绩预告陆续出炉，可关注核心赛道中能够持续超预期的品种。此外，表现占优的成长板块具有持续性。\n聚焦盈利和成长性\n就端午节前一周（6月7日至11日）行情而言，上证指数继续横盘，而创业板指则连续第五周上涨，市场结构性行情分化明显。\n在安信证券策略团队看来，进入6月以后，国内债券市场收益率出现了明显回升，制约了A股的短期表现。不过从中长期来看，今年中报和下半年A股基本面大概率好于市场预期，国内债市收益率上行空间有限，流动性环境和风险偏好因素整体依然是有利支持，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n中信证券策略团队认为，存量资金频繁调仓的博弈将继续主导6月市场。不过随着中报披露渐近，结构博弈将缓慢退潮。就A股而言，基本面因素对市场的短期影响趋弱，A股依然处于估值驱动阶段。\n中信建投证券策略团队指出，6月的风险点在于美国QE规模的缩减带来的紧缩效应，如果开始缩减，市场也会呈现出一定的波动。\n国泰君安证券策略团队指出，沪指在3600点上下震荡蓄力之后将再次拉升，核心驱动在于分母端风险评价的加速下行。参考历史行情，随着不确定性下降，核心权益指数大概率上涨。\n关注业绩确定性强的品种\n后市哪些板块值得配置？\n中信证券策略团队建议关注三个方向：一是中报业绩确定性高的上游资源品；二是短期有政策催化的主题，包括横琴概念板块和军工；三是紧扣成长制造主线，继续配置新能源、智能制造等板块。\n中信建投证券策略团队表示，大宗商品价格下跌有助于中游制造环节成本下降，看好光伏及新能源汽车、通用和专用机械设备、通信设备等行业；计算机等成长板块如期占优，也具有相当的持续性；投资者需要把握当前市场反弹的窗口，同时用低估值行业来应对可能的波动，因此在6月金融板块中可选择保险行业。\n安信证券策略团队表示，重点关注方向：一是新成长赛道，如人工智能、智能汽车、新材料、军工、信创网安等；二是核心赛道中能够持续超预期的品种，如部分半导体、光伏、医药公司；三是复苏下中报超预期行业，如煤炭、化工、银行等。\n海通证券策略团队认为，后市智能制造有望成为新主线，计算机、通信、家电、汽车、军工等行业的部分个股表现值得关注。\n国泰君安证券策略团队推荐五个方向：一是风险评价下行，首推券商、银行；二是科技成长的新能源车、电子、计算机、军工、医药；三是复苏加速的国货消费、新兴消费、高端消费；四是碳中和下周期及科技新机遇，建议关注建材、钢铁、建筑工程；五是家电、机械。\n开源证券策略团队推荐关注两大重点领域：一是煤炭、石化、化工（纯碱/化纤）、铝和钢铁；二是银行、房地产、建筑、公路以及电力。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384753173,"gmtCreate":1613693226292,"gmtModify":1631886673193,"author":{"id":"3574290506178268","authorId":"3574290506178268","name":"CarolynTan","avatar":"https://static.tigerbbs.com/0c7661377d59f53dc4ced3b1f390dc2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574290506178268","authorIdStr":"3574290506178268"},"themes":[],"htmlText":"<a 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