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呆牛张

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- 呆牛张呆牛张
  ·2021-06-28
  $秦淮数据(CD)$任务
  2,318 评论
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- 呆牛张呆牛张
  ·2021-06-27
  [财迷] [财迷] [财迷]
  非常抱歉，此主贴已删除
  2,027 1
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- 呆牛张呆牛张
  ·2021-06-24
  $秦淮数据(CD)$任务任务
  1,920 评论
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- 呆牛张呆牛张
  ·2021-06-22
  $秦淮数据(CD)$做任务
  2,033 评论
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- 呆牛张呆牛张
  ·2021-06-21
  $秦淮数据(CD)$嗯
  1,468 评论
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- 呆牛张呆牛张
  ·2021-06-20
  $秦淮数据(CD)$任务
  2,042 评论
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- 呆牛张呆牛张
  ·2021-06-18
  sunrun。日了就跑还是直接日跑？
  清洁能源股那么多，摩根士丹利最看好这一支
  在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun的股价在周三跳涨超过10%。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。“”这基本上意味着股价表明RUN将在6年内破产。
  清洁能源股那么多，摩根士丹利最看好这一支
  1,487 评论
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- 呆牛张呆牛张
  ·2021-06-17
  $秦淮数据(CD)$[微笑]
  2,982 评论
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- 呆牛张呆牛张
  ·2021-06-16
  $秦淮数据(CD)$嗯
  2,131 评论
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- 呆牛张呆牛张
  ·2021-06-15
  都是假的。只有茅台才是yyds $贵州茅台(600519)$
  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
  2,226 评论
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href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>任务","text":"$秦淮数据(CD)$任务","images":[{"img":"https://static.tigerbbs.com/048c4af530d4cc785d63b84649324ab6","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165287922","isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":168263671,"gmtCreate":1623976523493,"gmtModify":1631892316248,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"sunrun。日了就跑还是直接日跑？","listText":"sunrun。日了就跑还是直接日跑？","text":"sunrun。日了就跑还是直接日跑？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168263671","repostId":"2144374746","repostType":4,"repost":{"id":"2144374746","kind":"news","pubTimestamp":1623947860,"share":"https://ttm.financial/m/news/2144374746?lang=&edition=full","pubTime":"2021-06-18 00:37","market":"hk","language":"zh","title":"清洁能源股那么多，摩根士丹利最看好这一支","url":"https://stock-news.laohu8.com/highlight/detail?id=2144374746","media":"新浪财经","summary":"在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun的股价在周三跳涨超过10%。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。“”这基本上意味着股价表明RUN将在6年内破产。","content":"<p>在<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun（RUN）的股价在周三跳涨超过10%。</p>\n<p>大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元，这意味着比周二的收盘价有大约110%的上涨空间。</p>\n<p>他的看涨观点基于几个因素，包括Sunrun的增长机会，以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和加利福尼亚州的电网面临压力的情况下——也应推动其采用率。</p>\n<p>Byrd表示：“Sunrun是几个大趋势的受益者：公用事业成本上升，清洁能源和存储成本下降，气候变化对电网可靠性的影响以及消费者对清洁能源的需求。”</p>\n<p>自1月12日创下100.93美元的歷史盘中高点以来，Sunrun的股票到目前已经下跌了50%以上。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。具体而言，Byrd表示，该股的定价大概反应的水平是6年都不会有客户增长的情况。“”这基本上意味着股价表明RUN将在6年内破产。“他说。</p>\n<p>摩根士丹利的分析师补充说，该公司是美国最大的住宅<a href=\"https://laohu8.com/S/000591\">太阳能</a>安装商，其产生的现金流比消费者目前认为的要强，并指出其总的可寻址市场很大。目前，全美国大约只有3%的房屋安装了太阳能电池板。</p>\n<p>电动汽车的更广泛采用是Sunrun的另一个上涨动力，摩根士丹利估计这可能“为RUN创造的价值与RUN目前的整个业务一样多”。</p>\n<p>5月，该公司宣布与福特合作，该公司的F-150闪电皮卡将提供家用电动汽车充电器和逆变器。如果出现电网中断，该卡车可以为关键产品供电，也可能为整个家庭供电。该公司还将为客户提供太阳能装置。</p>\n<p>摩根士丹利说：“与Sunrun目前创造新客户价值的总体规模相比，这个电动车相关的机会可能相当有意义。”</p>\n<p>Sunrun的股价最近受到打击，部分原因是利率上升，这对成长型股票的影响更为广泛。</p>\n<p>摩根士丹利表示，虽然该公司的利率杠桿很高，但管理团队有杠桿可以拉动，包括可能对债务进行再融资或改变资本堆的结构。</p>\n<p>Sunrun的股价今年下跌了31%，但在过去12个月里上涨了137%。(中文投资网)</p>","source":"sina_symbol","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>清洁能源股那么多，摩根士丹利最看好这一支</title>\n<style 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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\">\n清洁能源股那么多，摩根士丹利最看好这一支\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 00:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun（RUN）的股价在周三跳涨超过10%。\n大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元，这意味着比周二的收盘价有大约110%的上涨空间。\n他的看涨观点基于几个因素，包括Sunrun的增长机会，以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bda8c457fb8ac93baf899f4c382fad99","relate_stocks":{"159945":"能源","MS":"摩根士丹利"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144374746","content_text":"在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun（RUN）的股价在周三跳涨超过10%。\n大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元，这意味着比周二的收盘价有大约110%的上涨空间。\n他的看涨观点基于几个因素，包括Sunrun的增长机会，以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和加利福尼亚州的电网面临压力的情况下——也应推动其采用率。\nByrd表示：“Sunrun是几个大趋势的受益者：公用事业成本上升，清洁能源和存储成本下降，气候变化对电网可靠性的影响以及消费者对清洁能源的需求。”\n自1月12日创下100.93美元的歷史盘中高点以来，Sunrun的股票到目前已经下跌了50%以上。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。具体而言，Byrd表示，该股的定价大概反应的水平是6年都不会有客户增长的情况。“”这基本上意味着股价表明RUN将在6年内破产。“他说。\n摩根士丹利的分析师补充说，该公司是美国最大的住宅太阳能安装商，其产生的现金流比消费者目前认为的要强，并指出其总的可寻址市场很大。目前，全美国大约只有3%的房屋安装了太阳能电池板。\n电动汽车的更广泛采用是Sunrun的另一个上涨动力，摩根士丹利估计这可能“为RUN创造的价值与RUN目前的整个业务一样多”。\n5月，该公司宣布与福特合作，该公司的F-150闪电皮卡将提供家用电动汽车充电器和逆变器。如果出现电网中断，该卡车可以为关键产品供电，也可能为整个家庭供电。该公司还将为客户提供太阳能装置。\n摩根士丹利说：“与Sunrun目前创造新客户价值的总体规模相比，这个电动车相关的机会可能相当有意义。”\nSunrun的股价最近受到打击，部分原因是利率上升，这对成长型股票的影响更为广泛。\n摩根士丹利表示，虽然该公司的利率杠桿很高，但管理团队有杠桿可以拉动，包括可能对债务进行再融资或改变资本堆的结构。\nSunrun的股价今年下跌了31%，但在过去12个月里上涨了137%。(中文投资网)","news_type":1,"symbols_score_info":{"159945":0.9,"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":1487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163662733,"gmtCreate":1623883559122,"gmtModify":1631890484850,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>嗯","text":"$秦淮数据(CD)$嗯","images":[{"img":"https://static.tigerbbs.com/461cf4f8b92dd6a28dedaf4150ac2c30","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160220814","isVote":1,"tweetType":1,"viewCount":2131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":184605677,"gmtCreate":1623711673999,"gmtModify":1631892316249,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"都是假的。只有茅台才是yyds <a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a>","listText":"都是假的。只有茅台才是yyds <a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a>","text":"都是假的。只有茅台才是yyds $贵州茅台(600519)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184605677","repostId":"1106496340","repostType":4,"repost":{"id":"1106496340","kind":"news","pubTimestamp":1623683939,"share":"https://ttm.financial/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 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>节后首个交易日，关注A股哪些赛道？券商划重点了</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{ 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#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":2226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}