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合杰明
02-10
$道琼斯(.DJI)$
现在股票市场没有任何投资价值,市场的波动已经被政府掌控,失去了市场自由波动的规律,只有主观性没有客观性,远离股市是最好选择。
合杰明
01-20
川普这个老神经一代股神,美国政客股市霸主,放利空打压股价,股价暴跌低位接盘,再放大利好拉高股价使其暴涨,是鱼头也吃鱼,鱼尾也吃,大小通吃。
格陵兰引发关税战风险,美股指期货走低,纳斯达克100指数期货跌1.7%
合杰明
2025-12-18
$道琼斯(.DJI)$
全球股灾已进入倒计时,这可不是危言耸听
合杰明
2025-12-17
美国🇺🇸股市明年见顶崩盘
经济韧、利率降、AI火!瑞银继续看好美股,标普500明年冲上7700点
合杰明
2025-12-09
$道琼斯(.DJI)$
降息的谎言还能支撑美股上升空间走多远?暴跌才是美股唯一选项,这是历史的必然结果。
合杰明
2025-12-03
$道琼斯(.DJI)$
美股的坍塌将是历史的见证,追高的后果很严重,将是一地鸡毛
合杰明
2025-12-02
$道琼斯(.DJI)$
年底第二波山崩海啸袭来了
合杰明
2025-12-02
$道琼斯(.DJI)$
惊涛骇浪的年底第二波海啸山崩袭来,准备好逃命吗?
合杰明
2025-11-27
$道琼斯(.DJI)$
川普这个老小子,就是上涨就不降息,下跌就降息,典型的高抛低吸
合杰明
2025-11-27
$道琼斯(.DJI)$
这就是川普的乌龙战法,降息是克敌制胜的法宝,低吸高抛
合杰明
2025-11-26
$纳斯达克(.IXIC)$
川普老小子正义做局
合杰明
2025-11-26
$道琼斯(.DJI)$
川朴低吸高抛,正在做局,当心砸多
合杰明
2025-11-18
理论知识永远被现实无情打脸,全球资产泡沫破灭,就是一地鸡毛。
大摩坚定唱多美股:盈利强劲支撑牛市,标普500明年料再涨16%至7800点
合杰明
2025-11-07
$纳斯达克(.IXIC)$
美利坚十几年砌起来的高墙,一招捅破了马蜂窝,群蜂乱舞,支离破碎。
合杰明
2025-11-07
$道琼斯(.DJI)$
华尔街最至暗时刻,黑色星期五即将来临。
合杰明
2025-11-04
$道琼斯(.DJI)$
股市泡沫席卷全球
合杰明
2025-09-19
$道琼斯(.DJI)$
川普是不是想让美国股市冲击50000点,再来一次金融海啸
合杰明
2025-09-15
$道琼斯(.DJI)$
上演最后的疯狂,末日狂飙
合杰明
2025-09-15
$纳斯达克(.IXIC)$
一个降息,一个关税,就把股市折腾成神经病了。
合杰明
2025-08-29
$道琼斯(.DJI)$
两阴逼三阳,乌云压城城欲摧
去老虎APP查看更多动态
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[哟哟]","text":"缅a:跟我学啊? [哟哟]","html":"缅a:跟我学啊? [哟哟]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523532915761488,"gmtCreate":1768856787149,"gmtModify":1768859797883,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"川普这个老神经一代股神,美国政客股市霸主,放利空打压股价,股价暴跌低位接盘,再放大利好拉高股价使其暴涨,是鱼头也吃鱼,鱼尾也吃,大小通吃。","listText":"川普这个老神经一代股神,美国政客股市霸主,放利空打压股价,股价暴跌低位接盘,再放大利好拉高股价使其暴涨,是鱼头也吃鱼,鱼尾也吃,大小通吃。","text":"川普这个老神经一代股神,美国政客股市霸主,放利空打压股价,股价暴跌低位接盘,再放大利好拉高股价使其暴涨,是鱼头也吃鱼,鱼尾也吃,大小通吃。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523532915761488","repostId":"1190290322","repostType":2,"repost":{"id":"1190290322","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":1768834646,"share":"https://www.laohu8.com/m/news/1190290322?lang=zh_CN&edition=full","pubTime":"2026-01-19 22:57","market":"us","language":"zh","title":"格陵兰引发关税战风险,美股指期货走低,纳斯达克100指数期货跌1.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190290322","media":"老虎资讯综合","summary":"1月19日,正在交易中的美股期货持续走低,道琼斯指数期货跌近1%,标普500指数期货跌1.25%,纳斯达克100指数期货跌1.70%。美国股市周一因马丁·路德·金纪念日休市。 ","content":"<html><head></head><body><p>1月19日,受特朗普提议对八个欧洲国家征收新关税影响,全球市场避险情绪升温。黄金等避险资产上涨,正在交易的美股三大股指期货持续走低。</p><p>截止发稿,道琼斯指数期货跌近1%,标普500指数期货跌1.25%,纳斯达克100指数期货跌1.70%。</p><p>今日因马丁·路德·金纪念日,美股美债休市。</p><p></p><p></p><p></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>格陵兰引发关税战风险,美股指期货走低,纳斯达克100指数期货跌1.7%</title>\n<style 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22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月19日,受特朗普提议对八个欧洲国家征收新关税影响,全球市场避险情绪升温。黄金等避险资产上涨,正在交易的美股三大股指期货持续走低。</p><p>截止发稿,道琼斯指数期货跌近1%,标普500指数期货跌1.25%,纳斯达克100指数期货跌1.70%。</p><p>今日因马丁·路德·金纪念日,美股美债休市。</p><p></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190290322","content_text":"1月19日,受特朗普提议对八个欧洲国家征收新关税影响,全球市场避险情绪升温。黄金等避险资产上涨,正在交易的美股三大股指期货持续走低。截止发稿,道琼斯指数期货跌近1%,标普500指数期货跌1.25%,纳斯达克100指数期货跌1.70%。今日因马丁·路德·金纪念日,美股美债休市。","news_type":1,"symbols_score_info":{"NQmain":2}},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511961928003888,"gmtCreate":1766017664960,"gmtModify":1766017666829,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"<a 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全球股灾已进入倒计时,这可不是危言耸听","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511961928003888","isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511558991246288,"gmtCreate":1765919372078,"gmtModify":1765919374887,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"美国🇺🇸股市明年见顶崩盘","listText":"美国🇺🇸股市明年见顶崩盘","text":"美国🇺🇸股市明年见顶崩盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511558991246288","repostId":"2591605070","repostType":2,"repost":{"id":"2591605070","kind":"highlight","pubTimestamp":1765868550,"share":"https://www.laohu8.com/m/news/2591605070?lang=zh_CN&edition=full","pubTime":"2025-12-16 15:02","market":"us","language":"zh","title":"经济韧、利率降、AI火!瑞银继续看好美股,标普500明年冲上7700点","url":"https://stock-news.laohu8.com/highlight/detail?id=2591605070","media":"智通财经网","summary":"瑞银近日在一份报告中指出,受经济韧性凸显、利率下行以及人工智能(AI)领域投资持续火热等因素支撑,美国股市前景依然乐观。","content":"<html><head></head><body><p>12月16日,瑞银近日在一份报告中指出,受经济韧性凸显、利率下行以及人工智能(AI)领域投资持续火热等因素支撑,美国股市前景依然乐观。</p><p>在这份由瑞银首席投资官兼美国股票主管David Lefkowitz领衔撰写的报告中,该行重申了对美股的“积极看法”,并指出“美国股市的宏观背景依然有利,主要得益于富有韧性的经济增长、美联储降息以及AI投资支出的热潮”。</p><p>瑞银预测,标普500指数将于2026年6月达到7300点,并在2026年12月进一步攀升至7700点。</p><p>同时,该行预计,标普500指数成分股公司每股收益将在2025年达到277美元,同比增长11%;2026年将进一步提升至305美元,增幅为10%。</p><p>瑞银表示,其乐观预期源于盈利增长、货币政策宽松以及AI持续变现三者的共振效应。</p><p>该行还提到,今年以来美股市场走势与基本面保持一致。在美联储未加息的背景下,“自下而上的每股收益一致预期变动,与大盘回报率之间呈现出相当显著的正相关性”。</p><p>瑞银判断,明年市场环境仍将保持支撑态势:一方面,加息概率“极低”;另一方面,企业盈利增速有望维持在10%左右的水平。</p><p>报告特别强调,2026年的财政和货币政策有望提供额外助力——小费与加班税减免、州与地方税联邦抵扣额提高以及近期美联储降息等措施,均将对消费者和企业形成利好。</p><p>不过,瑞银也提示了三大关键风险点,分别是盈利不及预期、通胀超预期上行以及AI基础设施领域出现过度投资迹象。但该行同时强调,“上述风险实际发生的概率相对较低”。</p><p>在基准情景假设下,瑞银认为,当前驱动美股上行的核心动力“将持续存在,并推动股市在2026年延续涨势”。</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\" 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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经济韧、利率降、AI火!瑞银继续看好美股,标普500明年冲上7700点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 15:02 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1382024.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月16日,瑞银近日在一份报告中指出,受经济韧性凸显、利率下行以及人工智能(AI)领域投资持续火热等因素支撑,美国股市前景依然乐观。在这份由瑞银首席投资官兼美国股票主管David Lefkowitz领衔撰写的报告中,该行重申了对美股的“积极看法”,并指出“美国股市的宏观背景依然有利,主要得益于富有韧性的经济增长、美联储降息以及AI投资支出的热潮”。瑞银预测,标普500指数将于2026年6月达到...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1382024.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1382024.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2591605070","content_text":"12月16日,瑞银近日在一份报告中指出,受经济韧性凸显、利率下行以及人工智能(AI)领域投资持续火热等因素支撑,美国股市前景依然乐观。在这份由瑞银首席投资官兼美国股票主管David Lefkowitz领衔撰写的报告中,该行重申了对美股的“积极看法”,并指出“美国股市的宏观背景依然有利,主要得益于富有韧性的经济增长、美联储降息以及AI投资支出的热潮”。瑞银预测,标普500指数将于2026年6月达到7300点,并在2026年12月进一步攀升至7700点。同时,该行预计,标普500指数成分股公司每股收益将在2025年达到277美元,同比增长11%;2026年将进一步提升至305美元,增幅为10%。瑞银表示,其乐观预期源于盈利增长、货币政策宽松以及AI持续变现三者的共振效应。该行还提到,今年以来美股市场走势与基本面保持一致。在美联储未加息的背景下,“自下而上的每股收益一致预期变动,与大盘回报率之间呈现出相当显著的正相关性”。瑞银判断,明年市场环境仍将保持支撑态势:一方面,加息概率“极低”;另一方面,企业盈利增速有望维持在10%左右的水平。报告特别强调,2026年的财政和货币政策有望提供额外助力——小费与加班税减免、州与地方税联邦抵扣额提高以及近期美联储降息等措施,均将对消费者和企业形成利好。不过,瑞银也提示了三大关键风险点,分别是盈利不及预期、通胀超预期上行以及AI基础设施领域出现过度投资迹象。但该行同时强调,“上述风险实际发生的概率相对较低”。在基准情景假设下,瑞银认为,当前驱动美股上行的核心动力“将持续存在,并推动股市在2026年延续涨势”。","news_type":1,"symbols_score_info":{".SPX":2,".DJI":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508692503417128,"gmtCreate":1765223846692,"gmtModify":1765223848425,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"<a 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川普老小子正义做局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504226701468408","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504197816775472,"gmtCreate":1764129666385,"gmtModify":1764129668570,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a> 川朴低吸高抛,正在做局,当心砸多","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a> 川朴低吸高抛,正在做局,当心砸多","text":"$道琼斯(.DJI)$ 川朴低吸高抛,正在做局,当心砸多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504197816775472","isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501293754077984,"gmtCreate":1763416452966,"gmtModify":1763418666330,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"理论知识永远被现实无情打脸,全球资产泡沫破灭,就是一地鸡毛。","listText":"理论知识永远被现实无情打脸,全球资产泡沫破灭,就是一地鸡毛。","text":"理论知识永远被现实无情打脸,全球资产泡沫破灭,就是一地鸡毛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501293754077984","repostId":"2584642589","repostType":2,"repost":{"id":"2584642589","kind":"news","pubTimestamp":1763377502,"share":"https://www.laohu8.com/m/news/2584642589?lang=zh_CN&edition=full","pubTime":"2025-11-17 19:05","market":"us","language":"zh","title":"大摩坚定唱多美股:盈利强劲支撑牛市,标普500明年料再涨16%至7800点","url":"https://stock-news.laohu8.com/highlight/detail?id=2584642589","media":"智通财经","summary":"Michael Wilson预计,到2026年底,标普500指数将交易于7,800点附近。数据显示,标普500指数今年迄今已大涨14%,此前两年均实现了超过20%的涨幅。该策略师预计,标普500指数成分股公司的每股收益未来两年将分别增长17%和12%。策略师预计,标普500指数在未来十年的年化收益率将达到6.5%,在所有地区中表现最弱;新兴市场预计将成为最强者,年化收益率为10.9%。","content":"<html><head></head><body><p>11月17日,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>首席美国股票策略师Michael Wilson发出了最看多美股的声音之一。他预测,在强劲企业盈利的支撑下,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数将在未来一年上涨16%。Michael Wilson预计,到2026年底,标普500指数将交易于7,800点附近。这一目标在一众华尔街策略师中属于最高水平之一,也意味着该指数将连续第四年实现两位数涨幅。数据显示,标普500指数今年迄今已大涨14%,此前两年均实现了超过20%的涨幅。</p><p>Michael Wilson在一份报告中表示:“我们正处于一轮新的牛市和盈利周期之中,尤其是对指数中许多此前落后的板块而言。”该策略师预计,标普500指数成分股公司的每股收益未来两年将分别增长17%和12%。他提到,企业更强的定价能力、人工智能带来的效率提升、宽松的税收与监管政策以及稳定的利率都是支撑因素。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dafd96d358a94e1dc3ceaf391156c00f\" tg-width=\"644\" tg-height=\"381\"/></p><p>与此同时,Michael Wilson也警告称,若美联储政策保持比预期更强硬的立场,可能带来短期风险。他补充称,从长期看,“过热”的经济也可能重新点燃通胀。</p><p>值得一提的是,Michael Wilson是今年4月在美国总统特朗普实施大范围关税导致美股大跌之后,仍坚持看多观点的少数预测者之一。他的判断最终被证明是正确的——随着贸易战有所缓和,标普500指数一度反弹至创纪录高位。在今年一项广受关注的投资者调查中,这位策略师被评为第二佳投资组合策略师,仅次于投行Piper Sandler的首席投资策略师Michael Kantrowitz。</p><p>在动荡的一年即将进入收尾阶段之际,美股在企业第三季度业绩远超预期的推动下正接近历史高点。尽管市场对人工智能交易以及高企的估值仍存疑虑,且美国史上最长时间的政府停摆也带来了风险,但投资者对经济增长依然保持信心。</p><p>日前,Wedbush Securities科技研究主管Dan Ives将当前市场对人工智能交易的紧张情绪形容为“短视行为”,并断言科技股——近两年推动美股上涨的主要力量——牛市至少还将持续两年。这位科技多头指出,市场对半导体ETF需求强劲,强调“自6月以来,我们观察到相关需求已提升约30%”。他将当前环境定义为“资本支出超级周期”,认为这是技术变革的早期阶段,并称投资者目前仅处于AI革命的“第二、三阶段”。他还为大型科技公司的巨额资本支出辩护,解释道,“这些公司每投入1美元资本支出,未来几年最终将获得8至10美元的回报”。</p><p>Mariner Wealth Advisors首席投资策略师兼股票部门主管Jeff Krumpelman也认为,近期的科技股震荡更像是获利了结与停摆引发的波动,而非人工智能或盈利基本面的实质性转变。这位策略师强调,早期阶段的AI应用仍是一个强大的、将持续数年的主题,当前的波动不应与互联网泡沫破裂时期相提并论,“这是真实的趋势。人工智能仍处于早期阶段,而且前景真实可期,绝非2000年的互联网泡沫重演”。</p><p>不过,华尔街仍存在谨慎声音。此前准确预测今年美股跑输其他地区股市的<a href=\"https://laohu8.com/S/GS\">高盛</a>策略师Peter Oppenheimer预计,未来十年美股将继续落后于全球其他主要市场。策略师预计,标普500指数在未来十年的年化收益率将达到6.5%,在所有地区中表现最弱;新兴市场预计将成为最强者,年化收益率为10.9%。</p></body></html>","source":"stock_zhitongcaijing","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>大摩坚定唱多美股:盈利强劲支撑牛市,标普500明年料再涨16%至7800点</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{ 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}\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大摩坚定唱多美股:盈利强劲支撑牛市,标普500明年料再涨16%至7800点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 19:05 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1370116.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月17日,摩根士丹利首席美国股票策略师Michael Wilson发出了最看多美股的声音之一。他预测,在强劲企业盈利的支撑下,标普500指数将在未来一年上涨16%。Michael Wilson预计,到2026年底,标普500指数将交易于7,800点附近。这一目标在一众华尔街策略师中属于最高水平之一,也意味着该指数将连续第四年实现两位数涨幅。数据显示,标普500指数今年迄今已大涨14%,此前两...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1370116.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/1370116.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584642589","content_text":"11月17日,摩根士丹利首席美国股票策略师Michael Wilson发出了最看多美股的声音之一。他预测,在强劲企业盈利的支撑下,标普500指数将在未来一年上涨16%。Michael Wilson预计,到2026年底,标普500指数将交易于7,800点附近。这一目标在一众华尔街策略师中属于最高水平之一,也意味着该指数将连续第四年实现两位数涨幅。数据显示,标普500指数今年迄今已大涨14%,此前两年均实现了超过20%的涨幅。Michael Wilson在一份报告中表示:“我们正处于一轮新的牛市和盈利周期之中,尤其是对指数中许多此前落后的板块而言。”该策略师预计,标普500指数成分股公司的每股收益未来两年将分别增长17%和12%。他提到,企业更强的定价能力、人工智能带来的效率提升、宽松的税收与监管政策以及稳定的利率都是支撑因素。与此同时,Michael Wilson也警告称,若美联储政策保持比预期更强硬的立场,可能带来短期风险。他补充称,从长期看,“过热”的经济也可能重新点燃通胀。值得一提的是,Michael Wilson是今年4月在美国总统特朗普实施大范围关税导致美股大跌之后,仍坚持看多观点的少数预测者之一。他的判断最终被证明是正确的——随着贸易战有所缓和,标普500指数一度反弹至创纪录高位。在今年一项广受关注的投资者调查中,这位策略师被评为第二佳投资组合策略师,仅次于投行Piper Sandler的首席投资策略师Michael Kantrowitz。在动荡的一年即将进入收尾阶段之际,美股在企业第三季度业绩远超预期的推动下正接近历史高点。尽管市场对人工智能交易以及高企的估值仍存疑虑,且美国史上最长时间的政府停摆也带来了风险,但投资者对经济增长依然保持信心。日前,Wedbush Securities科技研究主管Dan Ives将当前市场对人工智能交易的紧张情绪形容为“短视行为”,并断言科技股——近两年推动美股上涨的主要力量——牛市至少还将持续两年。这位科技多头指出,市场对半导体ETF需求强劲,强调“自6月以来,我们观察到相关需求已提升约30%”。他将当前环境定义为“资本支出超级周期”,认为这是技术变革的早期阶段,并称投资者目前仅处于AI革命的“第二、三阶段”。他还为大型科技公司的巨额资本支出辩护,解释道,“这些公司每投入1美元资本支出,未来几年最终将获得8至10美元的回报”。Mariner Wealth Advisors首席投资策略师兼股票部门主管Jeff Krumpelman也认为,近期的科技股震荡更像是获利了结与停摆引发的波动,而非人工智能或盈利基本面的实质性转变。这位策略师强调,早期阶段的AI应用仍是一个强大的、将持续数年的主题,当前的波动不应与互联网泡沫破裂时期相提并论,“这是真实的趋势。人工智能仍处于早期阶段,而且前景真实可期,绝非2000年的互联网泡沫重演”。不过,华尔街仍存在谨慎声音。此前准确预测今年美股跑输其他地区股市的高盛策略师Peter Oppenheimer预计,未来十年美股将继续落后于全球其他主要市场。策略师预计,标普500指数在未来十年的年化收益率将达到6.5%,在所有地区中表现最弱;新兴市场预计将成为最强者,年化收益率为10.9%。","news_type":1,"symbols_score_info":{".DJI":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497523231437616,"gmtCreate":1762489070824,"gmtModify":1762489072979,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 美利坚十几年砌起来的高墙,一招捅破了马蜂窝,群蜂乱舞,支离破碎。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 美利坚十几年砌起来的高墙,一招捅破了马蜂窝,群蜂乱舞,支离破碎。","text":"$纳斯达克(.IXIC)$ 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22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月19日,受特朗普提议对八个欧洲国家征收新关税影响,全球市场避险情绪升温。黄金等避险资产上涨,正在交易的美股三大股指期货持续走低。</p><p>截止发稿,道琼斯指数期货跌近1%,标普500指数期货跌1.25%,纳斯达克100指数期货跌1.70%。</p><p>今日因马丁·路德·金纪念日,美股美债休市。</p><p></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190290322","content_text":"1月19日,受特朗普提议对八个欧洲国家征收新关税影响,全球市场避险情绪升温。黄金等避险资产上涨,正在交易的美股三大股指期货持续走低。截止发稿,道琼斯指数期货跌近1%,标普500指数期货跌1.25%,纳斯达克100指数期货跌1.70%。今日因马丁·路德·金纪念日,美股美债休市。","news_type":1,"symbols_score_info":{"NQmain":2}},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511961928003888,"gmtCreate":1766017664960,"gmtModify":1766017666829,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"<a 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一个降息,一个关税,就把股市折腾成神经病了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478930248831056","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511558991246288,"gmtCreate":1765919372078,"gmtModify":1765919374887,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"美国🇺🇸股市明年见顶崩盘","listText":"美国🇺🇸股市明年见顶崩盘","text":"美国🇺🇸股市明年见顶崩盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511558991246288","repostId":"2591605070","repostType":2,"repost":{"id":"2591605070","kind":"highlight","pubTimestamp":1765868550,"share":"https://www.laohu8.com/m/news/2591605070?lang=zh_CN&edition=full","pubTime":"2025-12-16 15:02","market":"us","language":"zh","title":"经济韧、利率降、AI火!瑞银继续看好美股,标普500明年冲上7700点","url":"https://stock-news.laohu8.com/highlight/detail?id=2591605070","media":"智通财经网","summary":"瑞银近日在一份报告中指出,受经济韧性凸显、利率下行以及人工智能(AI)领域投资持续火热等因素支撑,美国股市前景依然乐观。","content":"<html><head></head><body><p>12月16日,瑞银近日在一份报告中指出,受经济韧性凸显、利率下行以及人工智能(AI)领域投资持续火热等因素支撑,美国股市前景依然乐观。</p><p>在这份由瑞银首席投资官兼美国股票主管David Lefkowitz领衔撰写的报告中,该行重申了对美股的“积极看法”,并指出“美国股市的宏观背景依然有利,主要得益于富有韧性的经济增长、美联储降息以及AI投资支出的热潮”。</p><p>瑞银预测,标普500指数将于2026年6月达到7300点,并在2026年12月进一步攀升至7700点。</p><p>同时,该行预计,标普500指数成分股公司每股收益将在2025年达到277美元,同比增长11%;2026年将进一步提升至305美元,增幅为10%。</p><p>瑞银表示,其乐观预期源于盈利增长、货币政策宽松以及AI持续变现三者的共振效应。</p><p>该行还提到,今年以来美股市场走势与基本面保持一致。在美联储未加息的背景下,“自下而上的每股收益一致预期变动,与大盘回报率之间呈现出相当显著的正相关性”。</p><p>瑞银判断,明年市场环境仍将保持支撑态势:一方面,加息概率“极低”;另一方面,企业盈利增速有望维持在10%左右的水平。</p><p>报告特别强调,2026年的财政和货币政策有望提供额外助力——小费与加班税减免、州与地方税联邦抵扣额提高以及近期美联储降息等措施,均将对消费者和企业形成利好。</p><p>不过,瑞银也提示了三大关键风险点,分别是盈利不及预期、通胀超预期上行以及AI基础设施领域出现过度投资迹象。但该行同时强调,“上述风险实际发生的概率相对较低”。</p><p>在基准情景假设下,瑞银认为,当前驱动美股上行的核心动力“将持续存在,并推动股市在2026年延续涨势”。</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\" 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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经济韧、利率降、AI火!瑞银继续看好美股,标普500明年冲上7700点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 15:02 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1382024.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月16日,瑞银近日在一份报告中指出,受经济韧性凸显、利率下行以及人工智能(AI)领域投资持续火热等因素支撑,美国股市前景依然乐观。在这份由瑞银首席投资官兼美国股票主管David Lefkowitz领衔撰写的报告中,该行重申了对美股的“积极看法”,并指出“美国股市的宏观背景依然有利,主要得益于富有韧性的经济增长、美联储降息以及AI投资支出的热潮”。瑞银预测,标普500指数将于2026年6月达到...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1382024.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1382024.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2591605070","content_text":"12月16日,瑞银近日在一份报告中指出,受经济韧性凸显、利率下行以及人工智能(AI)领域投资持续火热等因素支撑,美国股市前景依然乐观。在这份由瑞银首席投资官兼美国股票主管David Lefkowitz领衔撰写的报告中,该行重申了对美股的“积极看法”,并指出“美国股市的宏观背景依然有利,主要得益于富有韧性的经济增长、美联储降息以及AI投资支出的热潮”。瑞银预测,标普500指数将于2026年6月达到7300点,并在2026年12月进一步攀升至7700点。同时,该行预计,标普500指数成分股公司每股收益将在2025年达到277美元,同比增长11%;2026年将进一步提升至305美元,增幅为10%。瑞银表示,其乐观预期源于盈利增长、货币政策宽松以及AI持续变现三者的共振效应。该行还提到,今年以来美股市场走势与基本面保持一致。在美联储未加息的背景下,“自下而上的每股收益一致预期变动,与大盘回报率之间呈现出相当显著的正相关性”。瑞银判断,明年市场环境仍将保持支撑态势:一方面,加息概率“极低”;另一方面,企业盈利增速有望维持在10%左右的水平。报告特别强调,2026年的财政和货币政策有望提供额外助力——小费与加班税减免、州与地方税联邦抵扣额提高以及近期美联储降息等措施,均将对消费者和企业形成利好。不过,瑞银也提示了三大关键风险点,分别是盈利不及预期、通胀超预期上行以及AI基础设施领域出现过度投资迹象。但该行同时强调,“上述风险实际发生的概率相对较低”。在基准情景假设下,瑞银认为,当前驱动美股上行的核心动力“将持续存在,并推动股市在2026年延续涨势”。","news_type":1,"symbols_score_info":{".SPX":2,".DJI":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508692503417128,"gmtCreate":1765223846692,"gmtModify":1765223848425,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"0\"></v-v>降息的谎言还能支撑美股上升空间走多远?暴跌才是美股唯一选项,这是历史的必然结果。","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"0\"></v-v>降息的谎言还能支撑美股上升空间走多远?暴跌才是美股唯一选项,这是历史的必然结果。","text":"$道琼斯(.DJI)$ 降息的谎言还能支撑美股上升空间走多远?暴跌才是美股唯一选项,这是历史的必然结果。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508692503417128","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506884648849576,"gmtCreate":1764727162269,"gmtModify":1764727164130,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a> 美股的坍塌将是历史的见证,追高的后果很严重,将是一地鸡毛","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a> 美股的坍塌将是历史的见证,追高的后果很严重,将是一地鸡毛","text":"$道琼斯(.DJI)$ 美股的坍塌将是历史的见证,追高的后果很严重,将是一地鸡毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506884648849576","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506247968388168,"gmtCreate":1764626380182,"gmtModify":1764626382031,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a> 年底第二波山崩海啸袭来了","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a> 年底第二波山崩海啸袭来了","text":"$道琼斯(.DJI)$ 年底第二波山崩海啸袭来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506247968388168","isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506247669363544,"gmtCreate":1764626283341,"gmtModify":1764626285497,"author":{"id":"3495750376975936","authorId":"3495750376975936","name":"合杰明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495750376975936","idStr":"3495750376975936"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"0\"></v-v> 惊涛骇浪的年底第二波海啸山崩袭来,准备好逃命吗?","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"0\"></v-v> 惊涛骇浪的年底第二波海啸山崩袭来,准备好逃命吗?","text":"$道琼斯(.DJI)$ 惊涛骇浪的年底第二波海啸山崩袭来,准备好逃命吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506247669363544","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}