个人中心 - 老虎社区

Xy9819

IP属地：广东

帖子 · 2帖子 · 2
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- Xy9819Xy9819
  ·06-02
  高盛反买别墅靠海
  高盛：夏季，美股“七巨头”将重现辉煌！
  超级大型科技股将充当“防御性增长代理”。
  高盛：夏季，美股“七巨头”将重现辉煌！
  233 评论
  1
  分享
  举报
- Xy9819Xy9819
  ·02-26
  $恒生指数(HSI)$ 跌是一定的
  89 评论
  1
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4203554819466372","uuid":"4203554819466372","gmtCreate":1740451642514,"gmtModify":1740545520593,"name":"Xy9819","pinyin":"xy9819","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.18","exceedPercentage":"60.97%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":441697367429672,"gmtCreate":1748874601009,"gmtModify":1748875240381,"author":{"id":"4203554819466372","authorId":"4203554819466372","name":"Xy9819","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203554819466372","authorIdStr":"4203554819466372"},"themes":[],"htmlText":"高盛反买别墅靠海","listText":"高盛反买别墅靠海","text":"高盛反买别墅靠海","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441697367429672","repostId":"1131867280","repostType":2,"repost":{"id":"1131867280","kind":"news","pubTimestamp":1748866703,"share":"https://www.laohu8.com/m/news/1131867280?lang=&edition=full","pubTime":"2025-06-02 20:18","market":"us","language":"zh","title":"高盛：夏季，美股“七巨头”将重现辉煌！","url":"https://stock-news.laohu8.com/highlight/detail?id=1131867280","media":"智通财经网","summary":"超级大型科技股将充当“防御性增长代理”。","content":"<html><head></head><body><p>高盛于5月31日发布的市场洞察文章指出：<strong>随着我们正式进入夏季，我正在关注“七巨头”开始跑赢大盘。超级大型科技股将充当“防御性增长代理”，这正是投资者在未来高度不确定时期所需要的。</strong></p><p><strong>大型科技公司的盈利表现依然非常出色——七巨头刚刚发布了自 2023 年第三季度以来最佳的季度正向每股收益。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18be9c59775bafbbf276eea83f5400f7\" title=\"\" tg-width=\"497\" tg-height=\"391\"/></p><p style=\"text-align: justify;\">人工智能利好开始重新显现——公共云增长加速——微软 Azure 领先，接下来是亚马逊 AWS？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30eef198852102ac2e2e1d0c25b1071d\" title=\"\" tg-width=\"712\" tg-height=\"519\"/></p><p style=\"text-align: justify;\">持续的经济增长和美联储按兵不动应保持收益率高位，支持投资者偏好拥有强劲资产负债表、能抵御利率上升压力的公司。META、NFLX、TSLA、GOOGL、NVDA和MSFT均为我们强劲资产负债表篮子(GSTHSBAL指数)成员。</p><p style=\"text-align: justify;\">据高盛私人银行上周数据显示，美国股市连续第四周实现净买入(1年期+1.5 标准差)，主要由多头买入推动，空头流动相对较弱。上周美国名义多头买入——以个股为主——为去年 11月以来最大(5 年内第 97 百分位)，显示对冲基金对承担特定风险的兴趣增加……</p><p style=\"text-align: justify;\">对冲基金连续第三周净买入美国信息技术股票，上周每个交易日均有买入，受风险偏好推动，买入多头超过卖空(1.6 比 1)。值得注意的是，(1)美国信息技术板块近期的买入潮是在此前 12 周中有 10 周净卖出的背景下发生的:(2)上周该板块的名义多头买入规模为十多年来最大(+1.6标准分)，显示情绪出现积极转变。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03b160c6956067c696cfc8124c0ba229\" title=\"\" tg-width=\"453\" tg-height=\"365\"/></p><p style=\"text-align: justify;\">在美国信息技术板块中，几乎所有子行业本周均实现净买入，半导体及半导体设备领涨，科技硬件、存储及外围设备次之，均由多头买入推动。另一方面，软件板块本周则出现适度净卖出，主要因空头卖出超过多头买入。从敞口角度看，信息技术的总敞口和净敞口(占美国总持仓比例)现分别为 17.9%(1年百分位 46,5 年百分位 34)和 16.6%(1年百分位 33，5 年百分位 13)。尽管上周科技对冲基金大幅买入，但对&#34;Mag7&#34;的敞口仍处于5年以上的低点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecbd912cb3b261f29cfeb447ccb4fce2\" title=\"\" tg-width=\"628\" tg-height=\"412\"/></p><p style=\"text-align: left;\">轻度高频和中频持仓是真实的利好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd4f463ea9d48863b5832cf1218e6e63\" title=\"\" tg-width=\"537\" tg-height=\"393\"/></p></body></html>","source":"highlight_zhitongcaijin","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：夏季，美股“七巨头”将重现辉煌！</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：夏季，美股“七巨头”将重现辉煌！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-02 20:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1300265.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛于5月31日发布的市场洞察文章指出：随着我们正式进入夏季，我正在关注“七巨头”开始跑赢大盘。超级大型科技股将充当“防御性增长代理”，这正是投资者在未来高度不确定时期所需要的。大型科技公司的盈利表现依然非常出色——七巨头刚刚发布了自 2023 年第三季度以来最佳的季度正向每股收益。人工智能利好开始重新显现——公共云增长加速——微软 Azure 领先，接下来是亚马逊 AWS？持续的经济增长和美联储...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1300265.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da1844438e5d648a81b70258645b0469","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/1300265.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1131867280","content_text":"高盛于5月31日发布的市场洞察文章指出：随着我们正式进入夏季，我正在关注“七巨头”开始跑赢大盘。超级大型科技股将充当“防御性增长代理”，这正是投资者在未来高度不确定时期所需要的。大型科技公司的盈利表现依然非常出色——七巨头刚刚发布了自 2023 年第三季度以来最佳的季度正向每股收益。人工智能利好开始重新显现——公共云增长加速——微软 Azure 领先，接下来是亚马逊 AWS？持续的经济增长和美联储按兵不动应保持收益率高位，支持投资者偏好拥有强劲资产负债表、能抵御利率上升压力的公司。META、NFLX、TSLA、GOOGL、NVDA和MSFT均为我们强劲资产负债表篮子(GSTHSBAL指数)成员。据高盛私人银行上周数据显示，美国股市连续第四周实现净买入(1年期+1.5 标准差)，主要由多头买入推动，空头流动相对较弱。上周美国名义多头买入——以个股为主——为去年 11月以来最大(5 年内第 97 百分位)，显示对冲基金对承担特定风险的兴趣增加……对冲基金连续第三周净买入美国信息技术股票，上周每个交易日均有买入，受风险偏好推动，买入多头超过卖空(1.6 比 1)。值得注意的是，(1)美国信息技术板块近期的买入潮是在此前 12 周中有 10 周净卖出的背景下发生的:(2)上周该板块的名义多头买入规模为十多年来最大(+1.6标准分)，显示情绪出现积极转变。在美国信息技术板块中，几乎所有子行业本周均实现净买入，半导体及半导体设备领涨，科技硬件、存储及外围设备次之，均由多头买入推动。另一方面，软件板块本周则出现适度净卖出，主要因空头卖出超过多头买入。从敞口角度看，信息技术的总敞口和净敞口(占美国总持仓比例)现分别为 17.9%(1年百分位 46,5 年百分位 34)和 16.6%(1年百分位 33，5 年百分位 13)。尽管上周科技对冲基金大幅买入，但对\"Mag7\"的敞口仍处于5年以上的低点。轻度高频和中频持仓是真实的利好。","news_type":1,"symbols_score_info":{"AAPL":1.1,"NFLX":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407721400852528,"gmtCreate":1740556172486,"gmtModify":1740556463691,"author":{"id":"4203554819466372","authorId":"4203554819466372","name":"Xy9819","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203554819466372","authorIdStr":"4203554819466372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 跌是一定的","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 跌是一定的","text":"$恒生指数(HSI)$ 跌是一定的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407721400852528","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}