我是横财神的个人主页 - 老虎社区

我是横财神

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IP属地：浙江

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我是横财神

11:59

$快餐帝国(01843)$ 17个点了，离我卖出几倍的涨幅还差好远

我是横财神

09-01 20:22

$快餐帝国(01843)$ 该跌不跌就得要涨，上个月线长上引线本来要下跌，这几天不跌那就是深洗盘

我是横财神

09-01 20:19

$快餐帝国(01843)$ 明天要起飞了

我是横财神

09-01 15:44

$快餐帝国(01843)$ 操盘手，你是要洗我吗，没10来倍涨幅，是不可能走的

我是横财神

08-25

$快餐帝国(01843)$ 挂单涨幅25倍卖一单，40倍卖一单

我是横财神

08-18

$快餐帝国(01843)$ 只管砸，还有4个点，不翻个几倍不出

我是横财神

08-15

我们的上来了，明年白菜价

SK集团会长崔泰源：明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”

我是横财神

08-14

$快餐帝国(01843)$ 咋不跌了

我是横财神

08-07

$快餐帝国(01843)$ 你随便跌，不翻个几倍是不走的

我是横财神

08-04

$快餐帝国(01843)$ 红22个点了

我是横财神

08-03

$快餐帝国(01843)$ 筹码清洗完毕，后面估计要加速上涨了

我是横财神

08-03

$快餐帝国(01843)$ 孙子操盘不错，爷爷已经盈利20个点了，记得这个月一定要翻倍哦

我是横财神

08-02

$快餐帝国(01843)$ 翻倍刚好底部的6倍左右，我可以出一单

我是横财神

08-02

$快餐帝国(01843)$ 8月，月线，翻倍大长阳

我是横财神

07-31

$快餐帝国(01843)$ 孙子，你终于让你爷爷开始挣钱了，挂了2笔，6倍和10倍卖，加把劲

我是横财神

07-21

$快餐帝国(01843)$ 还亏8个点，挂单10倍才走

我是横财神

07-19

$快餐帝国(01843)$ 还亏12个点，看你拽到什么时候

我是横财神

07-13

$快餐帝国(01843)$ 孙子，你拉不拉

我是横财神

07-03

$快餐帝国(01843)$ 孙子，肯拉升了吗

我是横财神

07-03

内幕交易都要坐牢，直接操控啥事没有吗

900多页报告曝光特朗普去年“神秘操盘”：AI交易踩点、关税风暴前后高频换仓

去老虎APP查看更多动态

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明天要起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603046364288480","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602978919777224,"gmtCreate":1788248649055,"gmtModify":1788248651516,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01843\">$快餐帝国(01843)$ </a> 操盘手，你是要洗我吗，没10来倍涨幅，是不可能走的","listText":"<a href=\"https://laohu8.com/S/01843\">$快餐帝国(01843)$ </a> 操盘手，你是要洗我吗，没10来倍涨幅，是不可能走的","text":"$快餐帝国(01843)$ 操盘手，你是要洗我吗，没10来倍涨幅，是不可能走的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602978919777224","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600573783139272,"gmtCreate":1787661457493,"gmtModify":1787661459784,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01843\">$快餐帝国(01843)$ </a> 挂单涨幅25倍卖一单，40倍卖一单","listText":"<a href=\"https://laohu8.com/S/01843\">$快餐帝国(01843)$ </a> 挂单涨幅25倍卖一单，40倍卖一单","text":"$快餐帝国(01843)$ 挂单涨幅25倍卖一单，40倍卖一单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600573783139272","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598115790779216,"gmtCreate":1787042522411,"gmtModify":1787042524281,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01843\">$快餐帝国(01843)$ </a> 只管砸，还有4个点，不翻个几倍不出","listText":"<a href=\"https://laohu8.com/S/01843\">$快餐帝国(01843)$ </a> 只管砸，还有4个点，不翻个几倍不出","text":"$快餐帝国(01843)$ 只管砸，还有4个点，不翻个几倍不出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598115790779216","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596900242083904,"gmtCreate":1786745032584,"gmtModify":1786745034630,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"title":"","htmlText":"我们的上来了，明年白菜价","listText":"我们的上来了，明年白菜价","text":"我们的上来了，明年白菜价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596900242083904","repostId":"1118936442","repostType":2,"repost":{"id":"1118936442","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1786719260,"share":"https://www.laohunote.com/m/news/1118936442?lang=zh_CN&edition=full","pubTime":"2026-08-14 22:54","market":"us","language":"zh","title":"SK集团会长崔泰源：明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”","url":"https://stock-news.laohu8.com/highlight/detail?id=1118936442","media":"老虎资讯综合","summary":"崔泰源将美国当地客户的需求视为关键变量，正在多方面评估以扩大公司的全球生产基地。崔泰源将当前市场形势定义为一场争夺内存芯片的“战争”。崔会长判断，明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”，即半导体价格飙升的局面。为解决供应瓶颈问题，SK集团已决定进行大规模扩张，在未来5年内将内存产能提高2倍。SK海力士计划密切审视未来市场需求以及与客户公司的合作关系，以最终确定追加投资地区。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c87ca7fe6218ff77fa9c6650d1a1622a\" data-align=\"center\" tg-width=\"600\" tg-height=\"338\"/><span></span></p><p style=\"text-align: left;\">在人工智能（AI）半导体需求爆发导致内存供应短缺加剧的背景下，SK集团会长崔泰源对在美国建设前端半导体工厂（fab）的可能性持开放态度。崔泰源将美国当地客户的需求视为关键变量，正在多方面评估以扩大公司的全球生产基地。</p><p style=\"text-align: left;\">在当地时间8月13日接受美国CNBC采访时，崔泰源表示，公司一个多月来一直在包括美国在内的多个地区考察内存工厂选址。他特别提到，美国客户希望在本国建设晶圆厂，并表示如果客户有此意愿，愿意共同推进相关机会。目前，SK海力士正在美国印第安纳州建设后端封装厂，但处理晶圆的前端晶圆厂的具体计划尚未正式确定。</p><p style=\"text-align: left;\">崔泰源将当前市场形势定义为一场争夺内存芯片的“战争”。他分析称，所有客户都要求明年的供应量比此前水平增加近两倍，但供应未能跟上。崔会长判断，明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”（Chiplation），即半导体价格飙升的局面。</p><p style=\"text-align: left;\">为解决供应瓶颈问题，SK集团已决定进行大规模扩张，在未来5年内将内存产能提高2倍。这也是在最近宣布在湖南地区建设2座新前端晶圆厂之后，集团着手确保更多选址的原因。不过，崔泰源强调，确保水、电、土地以及打造半导体生态系统是晶圆厂建设的核心前提，显示出在寻找合适地点方面的谨慎态度。</p><p style=\"text-align: left;\">对于大规模设施投资可能引发供应过剩的担忧，他提出了一套彻底基于需求的策略。其解释是，只有在存在确定需求的条件下才会推进扩产，并通过与客户签订长期供应合同（LTA）来消除不确定性。此外，他还补充说，正在引入各种能够分担风险的项目，例如成立合资企业，或以“内存即服务”（Memory as a Service）的形式提供内存。</p><p style=\"text-align: left;\">崔泰源预测，AI时代的内存周期将呈现出与过去不同的模式。这是因为过去依赖硬件设备的出货数量，而如今市场可扩展性增强，单个用户会使用多个AI代理。崔泰源强调，由于这些变化，比过去长得多的繁荣周期将持续下去，需求强劲上升的趋势短期内仍将延续。</p><p style=\"text-align: left;\">尽管目前尚未与美国政府进行直接对话，但美国商务部长等主要人物正向韩国企业施压，要求其在美国建设新的前端晶圆厂。SK海力士计划密切审视未来市场需求以及与客户公司的合作关系，以最终确定追加投资地区。</p></body></html>","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>SK集团会长崔泰源：明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”</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; 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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\">\nSK集团会长崔泰源：明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-08-14 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c87ca7fe6218ff77fa9c6650d1a1622a\" data-align=\"center\" tg-width=\"600\" tg-height=\"338\"/><span></span></p><p style=\"text-align: left;\">在人工智能（AI）半导体需求爆发导致内存供应短缺加剧的背景下，SK集团会长崔泰源对在美国建设前端半导体工厂（fab）的可能性持开放态度。崔泰源将美国当地客户的需求视为关键变量，正在多方面评估以扩大公司的全球生产基地。</p><p style=\"text-align: left;\">在当地时间8月13日接受美国CNBC采访时，崔泰源表示，公司一个多月来一直在包括美国在内的多个地区考察内存工厂选址。他特别提到，美国客户希望在本国建设晶圆厂，并表示如果客户有此意愿，愿意共同推进相关机会。目前，SK海力士正在美国印第安纳州建设后端封装厂，但处理晶圆的前端晶圆厂的具体计划尚未正式确定。</p><p style=\"text-align: left;\">崔泰源将当前市场形势定义为一场争夺内存芯片的“战争”。他分析称，所有客户都要求明年的供应量比此前水平增加近两倍，但供应未能跟上。崔会长判断，明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”（Chiplation），即半导体价格飙升的局面。</p><p style=\"text-align: left;\">为解决供应瓶颈问题，SK集团已决定进行大规模扩张，在未来5年内将内存产能提高2倍。这也是在最近宣布在湖南地区建设2座新前端晶圆厂之后，集团着手确保更多选址的原因。不过，崔泰源强调，确保水、电、土地以及打造半导体生态系统是晶圆厂建设的核心前提，显示出在寻找合适地点方面的谨慎态度。</p><p style=\"text-align: left;\">对于大规模设施投资可能引发供应过剩的担忧，他提出了一套彻底基于需求的策略。其解释是，只有在存在确定需求的条件下才会推进扩产，并通过与客户签订长期供应合同（LTA）来消除不确定性。此外，他还补充说，正在引入各种能够分担风险的项目，例如成立合资企业，或以“内存即服务”（Memory as a Service）的形式提供内存。</p><p style=\"text-align: left;\">崔泰源预测，AI时代的内存周期将呈现出与过去不同的模式。这是因为过去依赖硬件设备的出货数量，而如今市场可扩展性增强，单个用户会使用多个AI代理。崔泰源强调，由于这些变化，比过去长得多的繁荣周期将持续下去，需求强劲上升的趋势短期内仍将延续。</p><p style=\"text-align: left;\">尽管目前尚未与美国政府进行直接对话，但美国商务部长等主要人物正向韩国企业施压，要求其在美国建设新的前端晶圆厂。SK海力士计划密切审视未来市场需求以及与客户公司的合作关系，以最终确定追加投资地区。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c87ca7fe6218ff77fa9c6650d1a1622a","relate_stocks":{"SKUU":"2倍做多海力士ETF-GraniteShares","SKHX":"2倍做多海力士ETF-Leverage Shares","SK":"2倍做多海力士ETF-Corgi","HYNX":"2倍做多海力士ETF-T-REX","SKHA":"Tradr 2X Long SK hynix Daily 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07:57","market":"us","language":"zh","title":"900多页报告曝光特朗普去年“神秘操盘”：AI交易踩点、关税风暴前后高频换仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2648639295","media":"华尔街见闻","summary":"去年4月特朗普宣布暂停多数对等关税前一天，他的投资账户一次性买入327只股票，投入资金超360万美元；7月白宫公布AI行动计划当天，他的账户大举加仓科技巨头，分别买入英伟达、微软、苹果、亚马逊、谷歌、博通至少100万美元。该账户还在美国政府将持股英特尔宣布前几天买入至少25万美元英特尔股票，在美政府宣布入股稀土矿股MP Materials前就多次买入该个股。","content":"<html><head></head><body><p style=\"text-align: left;\">美国政府本周公布的2025年财务信息文件报告不仅让大家看到，美国总统特朗普去年一年利用加密货币业务大赚超10亿美元，也首次完整展现了特朗普去年美股最剧烈波动时期如何精准炒股的轨迹。</p><p style=\"text-align: left;\">上述美国联邦政府道德办公室（OGE）公布的报告长达927页。一些美媒分析报告发现，在特朗普宣布全球对等关税前后，其投资账户连续数日进行了数百笔股票交易，并在关税暂缓前夕集中买入 <a href=\"https://laohu8.com/S/AAPL\">苹果</a>、 <a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>等蓝筹股；数月后，又在白宫发布AI行动计划当天，大举增持 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、 <a href=\"https://laohu8.com/S/MSFT\">微软</a>、 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等AI龙头。</p><p style=\"text-align: left;\">尽管白宫强调，特朗普本人并不参与账户交易，所有证券投资均由独立投资顾问管理，并由其子Donald Trump Jr.负责信托，但由于交易时间点与重大政策出台高度重合，仍再度引发美国伦理监督机构对于总统是否存在潜在利益冲突的质疑。</p><p style=\"text-align: left;\">相比去年披露文件仅展示约1000笔交易，本次特朗普的年度财务信息披露首次完整公开了他2025年超过2.1万笔证券交易，覆盖股票、ETF及基金等资产，也让市场首次得以观察特朗普投资账户在关税、AI、稀土等重大政策节点前后的投资行为。</p><h2 style=\"text-align: left;\">对等关税前后交易异常活跃：关税公布后连续两日买卖数百只股票</h2><p style=\"text-align: left;\">美媒根据OGE财务披露统计发现，特朗普宣布全球范围对等关税后的4月3日至4日，其投资账户进行了数百笔股票交易，在市场剧烈下跌期间不断调整仓位。</p><p style=\"text-align: left;\">交易策略随后出现明显变化。</p><p style=\"text-align: left;\">4月8日，也就是特朗普宣布暂停多数对等关税前一天，他的账户没有继续卖出股票，而是一次性买入327只股票，投入资金超过360万美元，主要增持苹果、伯克希尔·哈撒韦等大型蓝筹公司。</p><p style=\"text-align: left;\">美东时间4月9日上午，特朗普在旗下社交媒体发文称：“现在是买入的大好时机。（It&#39;s a great time to buy.）” 当天下午，美国政府宣布暂停大部分对等关税90天，美股随后出现历史级反弹，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数创下2008年以来最大单日涨幅之一。</p><p style=\"text-align: left;\">虽然白宫强调，特朗普的股票交易均由投资顾问独立执行，但由于时间点高度重合，上述交易再次成为美国伦理监督机构关注焦点。</p><h2 style=\"text-align: left;\">一年交易超过2.1万笔，日均交易金额超过420万美元</h2><p style=\"text-align: left;\">美媒根据OGE报告统计发现：2025年全年，特朗普投资账户共进行了超过2.1万笔交易，日均交易金额约420万美元，其账户几乎每天都会完成数百笔买卖。</p><p style=\"text-align: left;\">报道认为，这种交易模式更类似于税务优化（tax-loss harvesting）或量化再平衡策略，而非传统意义上的主动择时交易。</p><p style=\"text-align: left;\">不过，由于这些交易直到此次财务披露才首次完整公开，特朗普此前仅按法律要求披露约1000笔重大交易，因此其全年投资操作此前基本未进入公众视野。</p><p style=\"text-align: left;\">值得注意的是，由于部分交易未能按45天规定及时披露，特朗普此次财务报告首页还显示其缴纳了一笔200美元的逾期申报罚款。</p><h2 style=\"text-align: left;\">AI战略公布当天，大举加仓英伟达、微软、苹果</h2><p style=\"text-align: left;\">除了关税交易，另一组引发市场关注的是AI相关投资。</p><p style=\"text-align: left;\">美媒指出，2025年7月白宫公布人工智能行动计划（AI Action Plan）当天，特朗普投资账户同步进行了全年最大规模科技股建仓之一。</p><p style=\"text-align: left;\">当天特朗普账户大举买入的个股包括：英伟达至少100万美元、微软至少100万美元、苹果至少100万美元、亚马逊至少100万美元、<a href=\"https://laohu8.com/S/AVGO\">博通</a>至少100万美元，此外，多个账户分别增持<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet至少100万美元。</p><p style=\"text-align: left;\">披露文件还显示，英伟达为特朗普带来了2501—5000美元资本利得，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、Thermo Fisher等个股同样录得资本收益。</p><h2 style=\"text-align: left;\">投资<a href=\"https://laohu8.com/S/INTC\">英特尔</a>和MP Materials也踩中政策风口</h2><p style=\"text-align: left;\">除了AI龙头，美媒还指出，特朗普账户对以下两家公司的操作同样受到市场关注：</p><ul><li><p style=\"text-align: left;\"><strong>英特尔（INTC）</strong></p></li></ul><p style=\"text-align: left;\">2025年8月18日，特朗普账户买入至少25万美元英特尔股票。几天后，美国政府宣布将获得英特尔约10%的股权支持公司重组。此后，截至本周四收盘，英特尔股价自去年8月下旬以来累计暴涨超过380%。</p><ul><li><p style=\"text-align: left;\"><strong>MP Materials（MP）</strong></p></li></ul><p style=\"text-align: left;\">在特朗普去年任总统初期，其账户就开开始买入美国稀土企业MP Materials股票。在截至2025年5月的八笔交易中，特朗普名下的账户买入了这家稀土生产商价的股票值在2.2万美元至15.5万美元之间。同年7月，美国国防部宣布斥资4亿美元买入该司优先股，行权后将持有该司15%的股份、成为该司最大股东，推动建立美国本土稀土产业链。</p><p style=\"text-align: left;\">财务披露显示，特朗普随后出售部分MP持仓，全年实现10万—100万美元资本利得。</p><h2 style=\"text-align: left;\">白宫回应：总统本人不参与交易</h2><p style=\"text-align: left;\">面对外界质疑，白宫再次强调：特朗普本人并不管理投资账户，所有交易均由独立财务顾问负责，其大部分资产已置于由特朗普长子Donald Trump Jr.管理的信托之中。</p><p style=\"text-align: left;\">白宫发言人Anna Kelly表示：“总统及其家人从未、也永远不会参与任何利益冲突行为。”</p><p style=\"text-align: left;\">不过，伦理组织认为，总统在未设立真正独立&#34;盲目信托&#34;（blind trust）的情况下，投资账户恰好在重大政策出台前后频繁交易相关股票，仍可能损害公众对政策制定独立性的信任。</p><p style=\"text-align: left;\">事实上，这已不是特朗普证券投资引发争议。去年公布的财务披露文件同样显示，其证券账户持有苹果、微软、英伟达、Alphabet等多家大型科技公司股票，并通过ETF广泛配置美股市场。</p><p style=\"text-align: left;\">但今年首次公开的完整交易记录，则首次将这些持仓变化与关税政策、AI战略以及产业扶持政策等关键时间节点联系起来，使特朗普个人财富管理与公共政策之间的关系再次成为华盛顿关注焦点。</p></body></html>","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>900多页报告曝光特朗普去年“神秘操盘”：AI交易踩点、关税风暴前后高频换仓</title>\n<style 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style=\"text-align: left;\">美国政府本周公布的2025年财务信息文件报告不仅让大家看到，美国总统特朗普去年一年利用加密货币业务大赚超10亿美元，也首次完整展现了特朗普去年美股最剧烈波动时期如何精准炒股的轨迹。</p><p style=\"text-align: left;\">上述美国联邦政府道德办公室（OGE）公布的报告长达927页。一些美媒分析报告发现，在特朗普宣布全球对等关税前后，其投资账户连续数日进行了数百笔股票交易，并在关税暂缓前夕集中买入 <a href=\"https://laohu8.com/S/AAPL\">苹果</a>、 <a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>等蓝筹股；数月后，又在白宫发布AI行动计划当天，大举增持 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、 <a href=\"https://laohu8.com/S/MSFT\">微软</a>、 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等AI龙头。</p><p style=\"text-align: left;\">尽管白宫强调，特朗普本人并不参与账户交易，所有证券投资均由独立投资顾问管理，并由其子Donald Trump Jr.负责信托，但由于交易时间点与重大政策出台高度重合，仍再度引发美国伦理监督机构对于总统是否存在潜在利益冲突的质疑。</p><p style=\"text-align: left;\">相比去年披露文件仅展示约1000笔交易，本次特朗普的年度财务信息披露首次完整公开了他2025年超过2.1万笔证券交易，覆盖股票、ETF及基金等资产，也让市场首次得以观察特朗普投资账户在关税、AI、稀土等重大政策节点前后的投资行为。</p><h2 style=\"text-align: left;\">对等关税前后交易异常活跃：关税公布后连续两日买卖数百只股票</h2><p style=\"text-align: left;\">美媒根据OGE财务披露统计发现，特朗普宣布全球范围对等关税后的4月3日至4日，其投资账户进行了数百笔股票交易，在市场剧烈下跌期间不断调整仓位。</p><p style=\"text-align: left;\">交易策略随后出现明显变化。</p><p style=\"text-align: left;\">4月8日，也就是特朗普宣布暂停多数对等关税前一天，他的账户没有继续卖出股票，而是一次性买入327只股票，投入资金超过360万美元，主要增持苹果、伯克希尔·哈撒韦等大型蓝筹公司。</p><p style=\"text-align: left;\">美东时间4月9日上午，特朗普在旗下社交媒体发文称：“现在是买入的大好时机。（It&#39;s a great time to buy.）” 当天下午，美国政府宣布暂停大部分对等关税90天，美股随后出现历史级反弹，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数创下2008年以来最大单日涨幅之一。</p><p style=\"text-align: left;\">虽然白宫强调，特朗普的股票交易均由投资顾问独立执行，但由于时间点高度重合，上述交易再次成为美国伦理监督机构关注焦点。</p><h2 style=\"text-align: left;\">一年交易超过2.1万笔，日均交易金额超过420万美元</h2><p style=\"text-align: left;\">美媒根据OGE报告统计发现：2025年全年，特朗普投资账户共进行了超过2.1万笔交易，日均交易金额约420万美元，其账户几乎每天都会完成数百笔买卖。</p><p style=\"text-align: left;\">报道认为，这种交易模式更类似于税务优化（tax-loss harvesting）或量化再平衡策略，而非传统意义上的主动择时交易。</p><p style=\"text-align: left;\">不过，由于这些交易直到此次财务披露才首次完整公开，特朗普此前仅按法律要求披露约1000笔重大交易，因此其全年投资操作此前基本未进入公众视野。</p><p style=\"text-align: left;\">值得注意的是，由于部分交易未能按45天规定及时披露，特朗普此次财务报告首页还显示其缴纳了一笔200美元的逾期申报罚款。</p><h2 style=\"text-align: left;\">AI战略公布当天，大举加仓英伟达、微软、苹果</h2><p style=\"text-align: left;\">除了关税交易，另一组引发市场关注的是AI相关投资。</p><p style=\"text-align: left;\">美媒指出，2025年7月白宫公布人工智能行动计划（AI Action Plan）当天，特朗普投资账户同步进行了全年最大规模科技股建仓之一。</p><p style=\"text-align: left;\">当天特朗普账户大举买入的个股包括：英伟达至少100万美元、微软至少100万美元、苹果至少100万美元、亚马逊至少100万美元、<a href=\"https://laohu8.com/S/AVGO\">博通</a>至少100万美元，此外，多个账户分别增持<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet至少100万美元。</p><p style=\"text-align: left;\">披露文件还显示，英伟达为特朗普带来了2501—5000美元资本利得，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、Thermo Fisher等个股同样录得资本收益。</p><h2 style=\"text-align: left;\">投资<a href=\"https://laohu8.com/S/INTC\">英特尔</a>和MP Materials也踩中政策风口</h2><p style=\"text-align: left;\">除了AI龙头，美媒还指出，特朗普账户对以下两家公司的操作同样受到市场关注：</p><ul><li><p style=\"text-align: left;\"><strong>英特尔（INTC）</strong></p></li></ul><p style=\"text-align: left;\">2025年8月18日，特朗普账户买入至少25万美元英特尔股票。几天后，美国政府宣布将获得英特尔约10%的股权支持公司重组。此后，截至本周四收盘，英特尔股价自去年8月下旬以来累计暴涨超过380%。</p><ul><li><p style=\"text-align: left;\"><strong>MP Materials（MP）</strong></p></li></ul><p style=\"text-align: left;\">在特朗普去年任总统初期，其账户就开开始买入美国稀土企业MP Materials股票。在截至2025年5月的八笔交易中，特朗普名下的账户买入了这家稀土生产商价的股票值在2.2万美元至15.5万美元之间。同年7月，美国国防部宣布斥资4亿美元买入该司优先股，行权后将持有该司15%的股份、成为该司最大股东，推动建立美国本土稀土产业链。</p><p style=\"text-align: left;\">财务披露显示，特朗普随后出售部分MP持仓，全年实现10万—100万美元资本利得。</p><h2 style=\"text-align: left;\">白宫回应：总统本人不参与交易</h2><p style=\"text-align: left;\">面对外界质疑，白宫再次强调：特朗普本人并不管理投资账户，所有交易均由独立财务顾问负责，其大部分资产已置于由特朗普长子Donald Trump Jr.管理的信托之中。</p><p style=\"text-align: left;\">白宫发言人Anna Kelly表示：“总统及其家人从未、也永远不会参与任何利益冲突行为。”</p><p style=\"text-align: left;\">不过，伦理组织认为，总统在未设立真正独立&#34;盲目信托&#34;（blind trust）的情况下，投资账户恰好在重大政策出台前后频繁交易相关股票，仍可能损害公众对政策制定独立性的信任。</p><p style=\"text-align: left;\">事实上，这已不是特朗普证券投资引发争议。去年公布的财务披露文件同样显示，其证券账户持有苹果、微软、英伟达、Alphabet等多家大型科技公司股票，并通过ETF广泛配置美股市场。</p><p style=\"text-align: left;\">但今年首次公开的完整交易记录，则首次将这些持仓变化与关税政策、AI战略以及产业扶持政策等关键时间节点联系起来，使特朗普个人财富管理与公共政策之间的关系再次成为华盛顿关注焦点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/09a79b66e163fe698af559ae18d9ecea","relate_stocks":{"NVDD":"1倍做空NVDA ETF-Direxion","AMZY":"AMZN期权收益策略ETF-YieldMax","MSFD":"1倍做空MSFT ETF-Direxion","AMZW":"Roundhill AMZN WeeklyPay™ ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDG":"2倍做多NVDA ETF- Leverage Shares","AAPB":"2倍做多AAPL ETF-GraniteShares","AMZZ":"2倍做多AMZN ETF-GraniteShares","MSFL":"2倍做多MSFT ETF-GraniteShares","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","BRK.A":"伯克希尔","MSFO":"MSFT期权收益策略ETF-YieldMax","AZYY":"GraniteShares YieldBOOST AMZN ETF","AAPD":"1倍做空AAPL ETF-Direxion","MSFT":"微软","APLY":"AAPL期权收益策略ETF-YieldMax","MSFU":"2倍做多MSFT ETF-Direxion","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDA":"英伟达","NVII":"Rex NVDA Growth & Income ETF","MSFW":"Roundhill MSFT WeeklyPay 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ETF","07788":"南方两倍做多英伟达","AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3776108","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2648639295","content_text":"美国政府本周公布的2025年财务信息文件报告不仅让大家看到，美国总统特朗普去年一年利用加密货币业务大赚超10亿美元，也首次完整展现了特朗普去年美股最剧烈波动时期如何精准炒股的轨迹。上述美国联邦政府道德办公室（OGE）公布的报告长达927页。一些美媒分析报告发现，在特朗普宣布全球对等关税前后，其投资账户连续数日进行了数百笔股票交易，并在关税暂缓前夕集中买入 苹果、 伯克希尔等蓝筹股；数月后，又在白宫发布AI行动计划当天，大举增持 英伟达、 微软、 亚马逊等AI龙头。尽管白宫强调，特朗普本人并不参与账户交易，所有证券投资均由独立投资顾问管理，并由其子Donald Trump Jr.负责信托，但由于交易时间点与重大政策出台高度重合，仍再度引发美国伦理监督机构对于总统是否存在潜在利益冲突的质疑。相比去年披露文件仅展示约1000笔交易，本次特朗普的年度财务信息披露首次完整公开了他2025年超过2.1万笔证券交易，覆盖股票、ETF及基金等资产，也让市场首次得以观察特朗普投资账户在关税、AI、稀土等重大政策节点前后的投资行为。对等关税前后交易异常活跃：关税公布后连续两日买卖数百只股票美媒根据OGE财务披露统计发现，特朗普宣布全球范围对等关税后的4月3日至4日，其投资账户进行了数百笔股票交易，在市场剧烈下跌期间不断调整仓位。交易策略随后出现明显变化。4月8日，也就是特朗普宣布暂停多数对等关税前一天，他的账户没有继续卖出股票，而是一次性买入327只股票，投入资金超过360万美元，主要增持苹果、伯克希尔·哈撒韦等大型蓝筹公司。美东时间4月9日上午，特朗普在旗下社交媒体发文称：“现在是买入的大好时机。（It's a great time to buy.）” 当天下午，美国政府宣布暂停大部分对等关税90天，美股随后出现历史级反弹，标普500指数创下2008年以来最大单日涨幅之一。虽然白宫强调，特朗普的股票交易均由投资顾问独立执行，但由于时间点高度重合，上述交易再次成为美国伦理监督机构关注焦点。一年交易超过2.1万笔，日均交易金额超过420万美元美媒根据OGE报告统计发现：2025年全年，特朗普投资账户共进行了超过2.1万笔交易，日均交易金额约420万美元，其账户几乎每天都会完成数百笔买卖。报道认为，这种交易模式更类似于税务优化（tax-loss harvesting）或量化再平衡策略，而非传统意义上的主动择时交易。不过，由于这些交易直到此次财务披露才首次完整公开，特朗普此前仅按法律要求披露约1000笔重大交易，因此其全年投资操作此前基本未进入公众视野。值得注意的是，由于部分交易未能按45天规定及时披露，特朗普此次财务报告首页还显示其缴纳了一笔200美元的逾期申报罚款。AI战略公布当天，大举加仓英伟达、微软、苹果除了关税交易，另一组引发市场关注的是AI相关投资。美媒指出，2025年7月白宫公布人工智能行动计划（AI Action Plan）当天，特朗普投资账户同步进行了全年最大规模科技股建仓之一。当天特朗普账户大举买入的个股包括：英伟达至少100万美元、微软至少100万美元、苹果至少100万美元、亚马逊至少100万美元、博通至少100万美元，此外，多个账户分别增持谷歌母公司Alphabet至少100万美元。披露文件还显示，英伟达为特朗普带来了2501—5000美元资本利得，甲骨文、高通、Thermo Fisher等个股同样录得资本收益。投资英特尔和MP Materials也踩中政策风口除了AI龙头，美媒还指出，特朗普账户对以下两家公司的操作同样受到市场关注：英特尔（INTC）2025年8月18日，特朗普账户买入至少25万美元英特尔股票。几天后，美国政府宣布将获得英特尔约10%的股权支持公司重组。此后，截至本周四收盘，英特尔股价自去年8月下旬以来累计暴涨超过380%。MP Materials（MP）在特朗普去年任总统初期，其账户就开开始买入美国稀土企业MP Materials股票。在截至2025年5月的八笔交易中，特朗普名下的账户买入了这家稀土生产商价的股票值在2.2万美元至15.5万美元之间。同年7月，美国国防部宣布斥资4亿美元买入该司优先股，行权后将持有该司15%的股份、成为该司最大股东，推动建立美国本土稀土产业链。财务披露显示，特朗普随后出售部分MP持仓，全年实现10万—100万美元资本利得。白宫回应：总统本人不参与交易面对外界质疑，白宫再次强调：特朗普本人并不管理投资账户，所有交易均由独立财务顾问负责，其大部分资产已置于由特朗普长子Donald Trump Jr.管理的信托之中。白宫发言人Anna Kelly表示：“总统及其家人从未、也永远不会参与任何利益冲突行为。”不过，伦理组织认为，总统在未设立真正独立\"盲目信托\"（blind 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让我再挣点，还差20美金，现在亏的不到2000美金，买不了，好几个月都没买了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/933700196","isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377135,"gmtCreate":1547220136313,"gmtModify":1704786597390,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"title":"","htmlText":"$京东(JD)$设置止损价，23我要睡觉去了，随便涨跌","listText":"$京东(JD)$设置止损价，23我要睡觉去了，随便涨跌","text":"$京东(JD)$设置止损价，23我要睡觉去了，随便涨跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/377135","isVote":1,"tweetType":1,"viewCount":4998,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3467191703754364","authorId":"3467191703754364","name":"雾里是你的容颜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3467191703754364","authorIdStr":"3467191703754364"},"content":"醒醒 刚说完就破23了","text":"醒醒 刚说完就破23了","html":"醒醒 刚说完就破23了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947691840,"gmtCreate":1597302675680,"gmtModify":1704215250603,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01449\">$立德教育(01449)$</a>你们手续费多少，1.50我买1000股，买进就显示亏47，这样算3%手续费，太贵了","listText":"<a href=\"https://laohu8.com/S/01449\">$立德教育(01449)$</a>你们手续费多少，1.50我买1000股，买进就显示亏47，这样算3%手续费，太贵了","text":"$立德教育(01449)$你们手续费多少，1.50我买1000股，买进就显示亏47，这样算3%手续费，太贵了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947691840","isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540756540458032,"gmtCreate":1773038800533,"gmtModify":1773038802321,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01843\">$快餐帝国(01843)$ </a> 你想死吗，又这样","listText":"<a href=\"https://laohu8.com/S/01843\">$快餐帝国(01843)$ </a> 你想死吗，又这样","text":"$快餐帝国(01843)$ 你想死吗，又这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/540756540458032","isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"content":"看来是贱骨头，不骂不行","text":"看来是贱骨头，不骂不行","html":"看来是贱骨头，不骂不行"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625761992,"gmtCreate":1676862270317,"gmtModify":1676862273396,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"title":"","htmlText":"高盛抄底了吗","listText":"高盛抄底了吗","text":"高盛抄底了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/625761992","repostId":"1170663535","repostType":2,"repost":{"id":"1170663535","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1676858023,"share":"https://www.laohunote.com/m/news/1170663535?lang=zh_CN&edition=full","pubTime":"2023-02-20 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就在最新报告中上调了中国经济增速预期，<b>预计2023年中国四个季度经济平均增速6.5%，显著高于去年11月底预测的5.5%。</b></p><p>高盛还认为，<b>中国经济加快恢复还将提振全球经济增长。到2023年年底，在中国经济加快恢复与内需复苏的推动下，全球经济将多增长1个百分点。</b></p><p>高盛在该报告中指出，中国经济将通过国内需求、国际旅行需求和大宗商品需求三个渠道为全球经济增长带来直接的积极影响。预计今年中国内需将增加5%，带动部分亚太地区经济体的GDP增速提升约0.4个百分点；中国对外服务需求逐渐复苏，尤其是出境旅游，将提振出游目的国经济；此外，中国经济加快恢复或提振国际大宗商品需求和价格。中国每天的石油需求可能会回升100万桶，或令布油价格每桶再上涨约15美元。</p><p>除了高盛外，多家外资机构此前纷纷看好中国的增长前景。</p><p>本月初，惠誉评级在修正后的预测中表示，2023年中国经济将增长5%，远高于去年12月预测的4.1%。惠誉 Brian Coulton 研究团队认为：“（中国）从新冠冲击中迅速反弹，意味着2023年上半年的经济活动要比我们预测的强。”</p><p>惠誉指出，上调预期是基于“消费和经济活动复苏速度快于最初预期的证据”，此外，中国最新的PMI数据显示，中国经济将进一步增长。</p><p>数据显示，自2022年11月7日以来，北向资金已经连续13周净流入A股。2023年1月16日至1月20日是净流入A股最多的一周，金额达到485.13亿元。从月度数据来看，2月以来，北向资金净流入A股83.54亿元，而1月净流入金额达1412.9亿元。这可以说是外资看好中国的最好证明。</p></body></html>","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>高盛不怕调整！预测中国股票指数今年还有24%涨幅</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; 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style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2023-02-20 09:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>高盛预计，随着中国经济复苏推动企业盈利大幅增长，中国股市自1月下旬以来的下跌势头即将出现逆转，在年底前还有24%的增长空间。</blockquote><p>高盛认为中国股市在年底前还有24%的增长空间。</p><p>当地时间周一，高盛策略师 Kinger Lau 等在最新报告中表示，MSCI中国指数有可能在2023年底前达到85点，较当前水平再上涨约24%。中国股市自1月下旬以来的下跌势头即将出现逆转。</p><p>策略师们写道：</p><blockquote>（中国）股市的主要主题将逐渐从重新开放转向复苏，潜在收益的驱动力可能从多重扩张转向盈利增长或兑现。</blockquote><p>他们补充称，增长动力应主要倾向于消费经济，服务业的运行仍明显低于2019年疫情前的水平。</p><p>在2月10日，高盛经济学家 Joseph Briggs 和 Devesh Kodnani 就在最新报告中上调了中国经济增速预期，<b>预计2023年中国四个季度经济平均增速6.5%，显著高于去年11月底预测的5.5%。</b></p><p>高盛还认为，<b>中国经济加快恢复还将提振全球经济增长。到2023年年底，在中国经济加快恢复与内需复苏的推动下，全球经济将多增长1个百分点。</b></p><p>高盛在该报告中指出，中国经济将通过国内需求、国际旅行需求和大宗商品需求三个渠道为全球经济增长带来直接的积极影响。预计今年中国内需将增加5%，带动部分亚太地区经济体的GDP增速提升约0.4个百分点；中国对外服务需求逐渐复苏，尤其是出境旅游，将提振出游目的国经济；此外，中国经济加快恢复或提振国际大宗商品需求和价格。中国每天的石油需求可能会回升100万桶，或令布油价格每桶再上涨约15美元。</p><p>除了高盛外，多家外资机构此前纷纷看好中国的增长前景。</p><p>本月初，惠誉评级在修正后的预测中表示，2023年中国经济将增长5%，远高于去年12月预测的4.1%。惠誉 Brian Coulton 研究团队认为：“（中国）从新冠冲击中迅速反弹，意味着2023年上半年的经济活动要比我们预测的强。”</p><p>惠誉指出，上调预期是基于“消费和经济活动复苏速度快于最初预期的证据”，此外，中国最新的PMI数据显示，中国经济将进一步增长。</p><p>数据显示，自2022年11月7日以来，北向资金已经连续13周净流入A股。2023年1月16日至1月20日是净流入A股最多的一周，金额达到485.13亿元。从月度数据来看，2月以来，北向资金净流入A股83.54亿元，而1月净流入金额达1412.9亿元。这可以说是外资看好中国的最好证明。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170663535","content_text":"高盛预计，随着中国经济复苏推动企业盈利大幅增长，中国股市自1月下旬以来的下跌势头即将出现逆转，在年底前还有24%的增长空间。高盛认为中国股市在年底前还有24%的增长空间。当地时间周一，高盛策略师 Kinger Lau 等在最新报告中表示，MSCI中国指数有可能在2023年底前达到85点，较当前水平再上涨约24%。中国股市自1月下旬以来的下跌势头即将出现逆转。策略师们写道：（中国）股市的主要主题将逐渐从重新开放转向复苏，潜在收益的驱动力可能从多重扩张转向盈利增长或兑现。他们补充称，增长动力应主要倾向于消费经济，服务业的运行仍明显低于2019年疫情前的水平。在2月10日，高盛经济学家 Joseph Briggs 和 Devesh Kodnani 就在最新报告中上调了中国经济增速预期，预计2023年中国四个季度经济平均增速6.5%，显著高于去年11月底预测的5.5%。高盛还认为，中国经济加快恢复还将提振全球经济增长。到2023年年底，在中国经济加快恢复与内需复苏的推动下，全球经济将多增长1个百分点。高盛在该报告中指出，中国经济将通过国内需求、国际旅行需求和大宗商品需求三个渠道为全球经济增长带来直接的积极影响。预计今年中国内需将增加5%，带动部分亚太地区经济体的GDP增速提升约0.4个百分点；中国对外服务需求逐渐复苏，尤其是出境旅游，将提振出游目的国经济；此外，中国经济加快恢复或提振国际大宗商品需求和价格。中国每天的石油需求可能会回升100万桶，或令布油价格每桶再上涨约15美元。除了高盛外，多家外资机构此前纷纷看好中国的增长前景。本月初，惠誉评级在修正后的预测中表示，2023年中国经济将增长5%，远高于去年12月预测的4.1%。惠誉 Brian Coulton 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