o_老虎社区_美港股上老虎

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":603583034,"tweetId":"603583034","gmtCreate":1638426940633,"gmtModify":1638426941045,"author":{"id":3572502301692301,"idStr":"3572502301692301","authorId":3572502301692301,"authorIdStr":"3572502301692301","name":"23a2d027","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":21,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>o</body></html>","htmlText":"<html><head></head><body>o</body></html>","text":"o","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/603583034","repostId":1115361260,"repostType":4,"repost":{"id":"1115361260","kind":"news","pubTimestamp":1638422959,"share":"https://www.laohu8.com/m/news/1115361260?lang=zh_CN&edition=full","pubTime":"2021-12-02 13:29","market":"hk","language":"en","title":"Analysts' 2022 outlook for Chinese assets<blockquote>分析师对2022年中国资产的展望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115361260","media":"Reuters","summary":"Investment houses have begun publishing their predictions for Chinese asset prices next year, and af","content":"Investment houses have begun publishing their predictions for Chinese asset prices next year, and after a bruising 12 months in financial markets even bulls have a tempered outlook.<blockquote>投资公司已经开始发布对明年中国资产价格的预测，在经历了金融市场动荡的12个月后，即使是看涨者的前景也有所缓和。</blockquote> The Hang Seng equity index(.HSI)has fallen about 13% this year and the MSCI China index(.dMICN00000PUS)has lost about 20% against a 12% rise in world stocks(.MIWD00000PUS).<blockquote>恒生指数（.HSI）今年已下跌约13%，摩根士丹利资本国际中国指数（.dMICN00000PUS）已下跌约20%，而全球股市（.MIWD00000PUS）则上涨12%。</blockquote> On Dec. 2, the Hang Seng was at 23,714, MSCI China at 86.733 and the blue-chip CSI300 index(.CSI300)at 4,854.6.<blockquote>12月2日，恒生指数为23,714点，MSCI中国指数为86.733点，蓝筹股沪深300指数（.CSI300）为4,854.6点。</blockquote> Here is a summary of some forecasts for Chinese assets at the end of 2022:<img src=\"https://static.tigerbbs.com/ccba61d60b1059e85821e802d662c18b\" tg-width=\"815\" tg-height=\"139\" width=\"100%\" height=\"auto\">KEY COMMENTS:<blockquote>以下是对2022年底中国资产的一些预测摘要：主要评论：</blockquote> *GOLDMAN SACHS<blockquote>*高盛</blockquote> \"We believe Chinese stocks will have a better year in 2022 as the market recovers from a major correction and transitions into a 'hope' phase, where P/E expansion typically trumps weak fundamental growth and drives strong equity gains.\"<blockquote>“我们相信，随着市场从重大调整中复苏并过渡到‘希望’阶段，中国股市将在 2022 年迎来更好的一年，在这个阶段，市盈率扩张通常会战胜疲软的基本面增长，并推动强劲的股票上涨。”</blockquote> *MORGAN STANLEY<blockquote>*摩根士丹利</blockquote> \"MSCI China has had its worst ever relative performance drawdown vs. broad emerging markets in 2021...despite such a record underperforming year, we still see some lingering risks skewed towards higher volatility or more downside in the near term. This makes us believe that now is not yet the right time to go bullish at a broad index level.\"<blockquote>“2021 年，摩根士丹利资本国际中国相对于整个新兴市场的相对业绩出现了有史以来最严重的下滑……尽管今年表现创下历史新低，但我们仍然看到一些挥之不去的风险倾向于更高的波动性或更多的下行空间。这让我们相信现在还不是看涨整体指数水平的合适时机。”</blockquote> *HSBC<blockquote>*汇丰银行</blockquote> \"We think markets have been overzealous in selling Chinese stock... most funds are underweight and as the focus returns to growth in China, we think this market will roar back.\"<blockquote>“我们认为市场过于热衷于抛售中国股票……大多数基金都是跑输大盘，随着重点回归中国增长，我们认为这个市场将会卷土重来。”</blockquote> ** Credit Suisse<blockquote>**瑞士信贷</blockquote> \"Amid the expected relatively friendly policy environment and reasonable liquidity, we remain constructive on China A-share markets, despite the possible negative impact from the expected Fed’s tightening cycle. The Hong Kong stock market is likely to have a bigger impact from overseas macro and market volatilities, while we expect sector rotation could tilt back towards growth.\"<blockquote>“在预期相对友好的政策环境和合理的流动性下，我们对中国A股市场仍持建设性态度，尽管预期的美联储紧缩周期可能会产生负面影响。香港股市可能会受到海外宏观经济和市场波动的更大影响，而我们预计板块轮动可能会回归增长。”</blockquote>","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>Analysts' 2022 outlook for Chinese assets<blockquote>分析师对2022年中国资产的展望</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAnalysts' 2022 outlook for Chinese assets<blockquote>分析师对2022年中国资产的展望</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nReuters2021-12-02 13:29\n\n</h4>\n</header>\n<article>\nInvestment houses have begun publishing their predictions for Chinese asset prices next year, and after a bruising 12 months in financial markets even bulls have a tempered outlook.<blockquote>投资公司已经开始发布对明年中国资产价格的预测，在经历了金融市场动荡的12个月后，即使是看涨者的前景也有所缓和。</blockquote> The Hang Seng equity index(.HSI)has fallen about 13% this year and the MSCI China index(.dMICN00000PUS)has lost about 20% against a 12% rise in world stocks(.MIWD00000PUS).<blockquote>恒生指数（.HSI）今年已下跌约13%，摩根士丹利资本国际中国指数（.dMICN00000PUS）已下跌约20%，而全球股市（.MIWD00000PUS）则上涨12%。</blockquote> On Dec. 2, the Hang Seng was at 23,714, MSCI China at 86.733 and the blue-chip CSI300 index(.CSI300)at 4,854.6.<blockquote>12月2日，恒生指数为23,714点，MSCI中国指数为86.733点，蓝筹股沪深300指数（.CSI300）为4,854.6点。</blockquote> Here is a summary of some forecasts for Chinese assets at the end of 2022:<img src=\"https://static.tigerbbs.com/ccba61d60b1059e85821e802d662c18b\" tg-width=\"815\" tg-height=\"139\" width=\"100%\" height=\"auto\">KEY COMMENTS:<blockquote>以下是对2022年底中国资产的一些预测摘要：主要评论：</blockquote> *GOLDMAN SACHS<blockquote>*高盛</blockquote> \"We believe Chinese stocks will have a better year in 2022 as the market recovers from a major correction and transitions into a 'hope' phase, where P/E expansion typically trumps weak fundamental growth and drives strong equity gains.\"<blockquote>“我们相信，随着市场从重大调整中复苏并过渡到‘希望’阶段，中国股市将在 2022 年迎来更好的一年，在这个阶段，市盈率扩张通常会战胜疲软的基本面增长，并推动强劲的股票上涨。”</blockquote> *MORGAN STANLEY<blockquote>*摩根士丹利</blockquote> \"MSCI China has had its worst ever relative performance drawdown vs. broad emerging markets in 2021...despite such a record underperforming year, we still see some lingering risks skewed towards higher volatility or more downside in the near term. This makes us believe that now is not yet the right time to go bullish at a broad index level.\"<blockquote>“2021 年，摩根士丹利资本国际中国相对于整个新兴市场的相对业绩出现了有史以来最严重的下滑……尽管今年表现创下历史新低，但我们仍然看到一些挥之不去的风险倾向于更高的波动性或更多的下行空间。这让我们相信现在还不是看涨整体指数水平的合适时机。”</blockquote> *HSBC<blockquote>*汇丰银行</blockquote> \"We think markets have been overzealous in selling Chinese stock... most funds are underweight and as the focus returns to growth in China, we think this market will roar back.\"<blockquote>“我们认为市场过于热衷于抛售中国股票……大多数基金都是跑输大盘，随着重点回归中国增长，我们认为这个市场将会卷土重来。”</blockquote> ** Credit Suisse<blockquote>**瑞士信贷</blockquote> \"Amid the expected relatively friendly policy environment and reasonable liquidity, we remain constructive on China A-share markets, despite the possible negative impact from the expected Fed’s tightening cycle. The Hong Kong stock market is likely to have a bigger impact from overseas macro and market volatilities, while we expect sector rotation could tilt back towards growth.\"<blockquote>“在预期相对友好的政策环境和合理的流动性下，我们对中国A股市场仍持建设性态度，尽管预期的美联储紧缩周期可能会产生负面影响。香港股市可能会受到海外宏观经济和市场波动的更大影响，而我们预计板块轮动可能会回归增长。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.reuters.com/markets/europe/analysts-2022-outlook-chinese-assets-2021-11-17/\">Reuters</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://www.reuters.com/markets/europe/analysts-2022-outlook-chinese-assets-2021-11-17/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115361260","content_text":"Investment houses have begun publishing their predictions for Chinese asset prices next year, and after a bruising 12 months in financial markets even bulls have a tempered outlook.\nThe Hang Seng equity index(.HSI)has fallen about 13% this year and the MSCI China index(.dMICN00000PUS)has lost about 20% against a 12% rise in world stocks(.MIWD00000PUS).\nOn Dec. 2, the Hang Seng was at 23,714, MSCI China at 86.733 and the blue-chip CSI300 index(.CSI300)at 4,854.6.\nHere is a summary of some forecasts for Chinese assets at the end of 2022:KEY COMMENTS:\n*GOLDMAN SACHS\n\"We believe Chinese stocks will have a better year in 2022 as the market recovers from a major correction and transitions into a 'hope' phase, where P/E expansion typically trumps weak fundamental growth and drives strong equity gains.\"\n*MORGAN STANLEY\n\"MSCI China has had its worst ever relative performance drawdown vs. broad emerging markets in 2021...despite such a record underperforming year, we still see some lingering risks skewed towards higher volatility or more downside in the near term. This makes us believe that now is not yet the right time to go bullish at a broad index level.\"\n*HSBC\n\"We think markets have been overzealous in selling Chinese stock... most funds are underweight and as the focus returns to growth in China, we think this market will roar back.\"\n** Credit Suisse\n\"Amid the expected relatively friendly policy environment and reasonable liquidity, we remain constructive on China A-share markets, despite the possible negative impact from the expected Fed’s tightening cycle. The Hong Kong stock market is likely to have a bigger impact from overseas macro and market volatilities, while we expect sector rotation could tilt back towards growth.\"","news_type":1,"symbols_score_info":{"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":1605,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/603583034"}