天赐洪福
2022-10-29
这篇文章不错,转发给大家看
@美港探案:
哪个赛道投资拐点将至?如何有效的挖掘投资机会?
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。
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<p>《易方达詹余引:未来基金业生态更多元、更具活力、更有韧性》</p> <p>https://www.laohu8.com/post/661889215</p> <p>虎友们快来围观一波~欢迎留下自己的观点和建议,也可以@你们的好友前来互动哦~<span class=\"teditor-emoji\">[微笑]</span> </p> <p><a target=\"_blank\" href=\"https://laohu8.com/U/3432276741707889\">@斗战胜佛巴菲特</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3483341938884489\">@景辰财经</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3451551789721456\">@三思期权</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3534312667271286\">@程俊Dream</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3534312224764596\">@Ivan_甘灿荣</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3519157433193136\">@美港股观察社</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3510558082622800\">@胖虎哒哒</a> <a target=\"_blank\" href=\"https://laohu8.com/U/279327367386116\">@小斯聊新股</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3493935227624916\">@启程资本</a> <a target=\"_blank\" href=\"https://laohu8.com/U/9889909672494\">@小安先生</a> </p> <p><a target=\"_blank\" href=\"https://laohu8.com/U/3504159341957730\">@小虎ETF</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3502927992477727\">@敦信金融</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36992157811200\">@老虎国际</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a target=\"_blank\" href=\"https://laohu8.com/U/35433028694349\">@老虎专刊</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a> <a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3527667573852808\">@小虎征文</a> <a target=\"_blank\" href=\"https://laohu8.com/U/20703384576125\">@Seven8</a> <a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/601728\">$中国电信(601728)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> </p> <p>风险提示:内容仅供参考,不构成任何个人投资建议。</p></body></html>","htmlText":"<html><head></head><body><p>美联储发布9月FOMC会议纪要。会上指出,调整进一步收紧政策的步伐以减轻对经济前景产生重大不利影响的风险非常重要,预测美联储会议纪要显示11月和12月或将继续加息,目前股市估值重回历史较低水平,但是市场信心修复仍需政策清晰和稳定之后观察,股票市场较难出现大幅下跌,或将继续维持震荡行情。受高温影响消退及稳经济一揽子政策推动,制造业产需等多项指标改善。从行业看,进入传统旺季,食品饮料、医药、通用设备制造等行业产能释放较快,企业对近期市场发展前景较为乐观。</p> <p>服务业方面,随着各项政策措施推动基建落地,建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%,业务增长和生产扩张亦较快。从投资角度,考虑政策存在“预期差”,中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置,等待政策进一步明朗。</p> <p>从投资角度分析,市场“美联储转鸽”预期重燃,欧美股市以及港股迎来超级反弹,大伙觉得哪个赛道投资拐点将至?如何有效的挖掘投资机会?当前的经济现状下,随着财富管理业务的升级,客户服务的黏性增强,领先财富管理机构的竞争壁垒会更加巩固,财富管理板块将呈现怎样的走势?</p> <p>参考文章:</p> <p>《市场信心仍需修复 | 一周投研观点》</p> <p>https://www.laohu8.com/post/666833745</p> <p>《海银行业观察 | 静待政策信号释放,看好强壁垒的优质资产》</p> <p>https://www.laohu8.com/post/666664245</p> <p>《易方达詹余引:未来基金业生态更多元、更具活力、更有韧性》</p> <p>https://www.laohu8.com/post/661889215</p> <p>虎友们快来围观一波~欢迎留下自己的观点和建议,也可以@你们的好友前来互动哦~<span class=\"teditor-emoji\">[微笑]</span> </p> <p><a target=\"_blank\" href=\"https://laohu8.com/U/3432276741707889\">@斗战胜佛巴菲特</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3483341938884489\">@景辰财经</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3451551789721456\">@三思期权</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3534312667271286\">@程俊Dream</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3534312224764596\">@Ivan_甘灿荣</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3519157433193136\">@美港股观察社</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3510558082622800\">@胖虎哒哒</a> <a target=\"_blank\" href=\"https://laohu8.com/U/279327367386116\">@小斯聊新股</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3493935227624916\">@启程资本</a> <a target=\"_blank\" href=\"https://laohu8.com/U/9889909672494\">@小安先生</a> </p> <p><a target=\"_blank\" href=\"https://laohu8.com/U/3504159341957730\">@小虎ETF</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3502927992477727\">@敦信金融</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36992157811200\">@老虎国际</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a target=\"_blank\" href=\"https://laohu8.com/U/35433028694349\">@老虎专刊</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a> <a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3527667573852808\">@小虎征文</a> <a target=\"_blank\" href=\"https://laohu8.com/U/20703384576125\">@Seven8</a> <a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/601728\">$中国电信(601728)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> </p> <p>风险提示:内容仅供参考,不构成任何个人投资建议。</p></body></html>","text":"美联储发布9月FOMC会议纪要。会上指出,调整进一步收紧政策的步伐以减轻对经济前景产生重大不利影响的风险非常重要,预测美联储会议纪要显示11月和12月或将继续加息,目前股市估值重回历史较低水平,但是市场信心修复仍需政策清晰和稳定之后观察,股票市场较难出现大幅下跌,或将继续维持震荡行情。受高温影响消退及稳经济一揽子政策推动,制造业产需等多项指标改善。从行业看,进入传统旺季,食品饮料、医药、通用设备制造等行业产能释放较快,企业对近期市场发展前景较为乐观。 服务业方面,随着各项政策措施推动基建落地,建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%,业务增长和生产扩张亦较快。从投资角度,考虑政策存在“预期差”,中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置,等待政策进一步明朗。 从投资角度分析,市场“美联储转鸽”预期重燃,欧美股市以及港股迎来超级反弹,大伙觉得哪个赛道投资拐点将至?如何有效的挖掘投资机会?当前的经济现状下,随着财富管理业务的升级,客户服务的黏性增强,领先财富管理机构的竞争壁垒会更加巩固,财富管理板块将呈现怎样的走势? 参考文章: 《市场信心仍需修复 | 一周投研观点》 https://www.laohu8.com/post/666833745 《海银行业观察 | 静待政策信号释放,看好强壁垒的优质资产》 https://www.laohu8.com/post/666664245 《易方达詹余引:未来基金业生态更多元、更具活力、更有韧性》 https://www.laohu8.com/post/661889215 虎友们快来围观一波~欢迎留下自己的观点和建议,也可以@你们的好友前来互动哦~[微笑] @斗战胜佛巴菲特 @景辰财经 @小虎消息 @三思期权 @程俊Dream @Ivan_甘灿荣 @美港股观察社 @胖虎哒哒 @小斯聊新股 @启程资本 @小安先生 @小虎ETF @敦信金融 @话题虎 @老虎国际 @小虎活动 @老虎专刊 @小虎周报 @爱发红包的虎妞 @小虎征文 @Seven8 $海银控股(HYW)$ $中国电信(601728)$ $纳斯达克(.IXIC)$ 风险提示:内容仅供参考,不构成任何个人投资建议。","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/662967675","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["HYW","601728",".IXIC"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1557,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":904,"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,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/665196274"}
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