星刚明天会更好的个人主页 - 老虎社区

星刚明天会更好

星刚明天会更好

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星刚明天会更好

2021-01-15

美国现政府的做法，违背市场经济规律，损人损已！

抱歉，原内容已删除

星刚明天会更好

2020-12-22

这篇文章不错，转发给大家看

@小镇做T家:12.21 独家解读新能源白皮书：涨停后的比亚迪将何去何从？

星刚明天会更好

2021-03-06

弄清美股与美债增加2%，为什么美股大跌？

@交易员Owen:为什么这次跳水不简单，深入聊聊美债，美股和通胀的关系

星刚明天会更好

2021-01-26

期待蚂蚁金服早点上市！

抱歉，原内容已删除

星刚明天会更好

2020-12-16

$蓝月亮集团(06993)$开盘有20%的涨，洗衣液第一股，目前是很好了！

星刚明天会更好

2021-05-27

百融云，开始了涨姿，希望你继续保持吧！

星刚明天会更好

2021-01-17

新能源汽车又一突破，充电快！

广汽集团石墨烯电池初定9月批量生产，8分钟充电至80%

星刚明天会更好

2021-01-14

花呗上市大涨，前景很好！

抱歉，原内容已删除

星刚明天会更好

2020-12-21

有道理，值得参考一下吧！

投资2021：华尔街对明年美股预测大盘点

星刚明天会更好

2021-06-10

$百融云-W(06608)$望你快点成长。

去老虎APP查看更多动态

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如果不是产能紧张，台积电恐会再次大象起舞！ 财报发布之后，台积电盘前走势高开1.7%： 略超预期、起舞历史之巅！ 台积电财务数据向来比较透明，每月初都会公布上一月的销售额，因此，在一季报正式披露前，营收数据接近明牌。 从实际结果看，一季度台积电斩获129.2亿美金营收，同比增长25.4%，落在公司给出的127-130亿美金预测上限，略超市场预期。 台积电的单季营收创下历史记录，且是在一季度淡季实现，实在是惊艳！ 芯片代工有明显的淡旺季，每年的四季度是新款手机密集发布的季节，一般会是全年营收的顶峰，而每年的一季度，手机新品往往较少，是明显的淡季。 从2021年一季度来看，推动营收增长的主力是自动驾驶和高性能计算，其中自动驾驶营收约5.2亿美元，环比增速31%，足见汽车需求的爆发力度。高性能计算营收约45.2亿美元，环比增速14%。 来自智能手机的营收增速环比下滑11%，属于季节性波动。 智能手机需求处于淡季，也让台积电最先进的5纳米工艺没能爆发出威力，一季度的营收占比仅为14%，低于去年四季度的20%。 除了最新款手机会用到5纳米工艺外，其他芯片需求多是7纳米以上的成熟工艺。 目前，台积电的7纳米工艺占据了最大的收入来源，一季度贡献了35%的营收，7纳米及以下工艺合计贡献49%的营收。 先进工艺贡献主要的利润，一季度台积电的毛利率为52.","text":"4月15日，全球芯片代工之王台积电发布了2021年第一季度财报，数据略超预期，亮点如下： Q1营收129.2亿美元，落在公司给出的127-130亿美元指引上限； Q1毛利率52.4%，此前公司的指引为50.5%至52.5%之间，高于去年同期的51.8%。 除此之外，台积电上调了2021年的资本开支，预计为300亿美元，此前预测250亿美元至280亿美元。 上调资本开支的背后，是半导体代工需求井喷，台积电预计2021年的业务增速在20%左右。 如果不是产能紧张，台积电恐会再次大象起舞！ 财报发布之后，台积电盘前走势高开1.7%： 略超预期、起舞历史之巅！ 台积电财务数据向来比较透明，每月初都会公布上一月的销售额，因此，在一季报正式披露前，营收数据接近明牌。 从实际结果看，一季度台积电斩获129.2亿美金营收，同比增长25.4%，落在公司给出的127-130亿美金预测上限，略超市场预期。 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长期不止1000亿美元，今晚买的敲1！","htmlText":"Coinbase今晚在美股DPO，券商给的指导价每股250美元，对应市值才653亿美元，这绝对是低估，开盘希望能在300以内抢筹！ Coinbase作为一个非常规资产，选择上市方式当然不能跟大家都一样！选择直接上市，更加市场化给大家定价，给所有人竞争机会，不会只有投行的客户才能参与。值得注意的是，在 IPO 中，上市公司通常会新股以筹集新资金，但直接上市的话，公司通常不希望募集更多资金，而是由公司员工和投资者直接向公众出售他们现有的股票。 比特币会不会取代黄金我不知道，反正我不买黄金，比特币会不会取代美元，我觉得大概率不会，但是Coinbase的上市越发证明了华尔街和主流资本市场对比特币的认可和接纳。Coinbase上市不仅仅是一个公司上市，不仅仅是一个交易所的被证明，更是一个跨时代资产的被认可。 假设您要购买比特币，目前有两种选择： 1、部署功能强大的复杂计算机来解决复杂的数学问题进行比特币挖矿 2、在加密货币交易所购买。 第一种选择成本很高，而且需要大量的技术知识，而后者只需要在交易所开户即可。Coinbase实际就是提供这个交易服务，类似一个美股券商。 Coinbase 钱包服务不会向用户收取加密货币存储费用，但是，当您实际买卖比特币和以太坊等加密货币时，Coinbase 将赚取手续费和佣金，具体而言，Coinbase 的主要收入主要包括： 1、保证金费用，也就是所谓的价差，Coinbase 对加密货币的购买和销售收取约 0.50％ 的费用，该费率会根据市场情况而有所不同。最终要支付的保证金费用取决于用户获得报价和实际完成订单之间的价格变化。 2、Coinbase Fee，这是对所有加密交易征收的佣金，也是除价差之外，你还要被收取的一笔费用，用户实际支付的 Coinbase Fee 金额取决于所在地和交易总额。 除了交易服务之外，Coinbase 还有其他几项主要业务","listText":"Coinbase今晚在美股DPO，券商给的指导价每股250美元，对应市值才653亿美元，这绝对是低估，开盘希望能在300以内抢筹！ Coinbase作为一个非常规资产，选择上市方式当然不能跟大家都一样！选择直接上市，更加市场化给大家定价，给所有人竞争机会，不会只有投行的客户才能参与。值得注意的是，在 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独家解读新能源白皮书：涨停后的比亚迪将何去何从？","htmlText":"这是「小镇做T家」的第 17 篇原创内容。<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a> 今天大A股最受关注的，要数涨停的比亚迪和宁德时代了。 比亚迪5000多亿，宁德时代7000多亿（创业板市值第一），这种大规模的盘子，都直接来了个涨停，可见势能之大。 一开始我还摸不着头脑，寻思长城汽车低开高走还有相关利好支撑（新车型的发布，以及外资的热捧），但是比亚迪从11点开始的持续不停的爬升，就有点让我搞不清楚状况了。 当然，这个周末及此前的新闻报道中，不乏有直接或间接的新能源利好消息，但是仍然缺乏实质上的载体，比如相关法规或者文件。所以当上午盘结束，比亚迪的走势仍没有下颓迹象的时候，我的疑惑是越来越多：难道我漏掉了什么？ 这个困惑，持续了整个下午，甚至直至收盘前，朋友表示要在涨停前买入的时候，我还劝他慎重一点，防止被骗炮。不一会之后，果然就封了个涨停。 直到吃完晚饭，翻阅新闻，这个困惑才得以解开。 今天下午3点整，国务院新闻办公室发布《新时代的中国能源发展》白皮书，并举行新闻发布会。白皮书中介绍了我国在新能源发展上举世瞩目的成就，同时给出了“十四五”期间的新能源发展方向： 已取得的成就： 中国能源发展有多个世界之最：“初步核算，2019年中国一次能源生产总量达39.7亿吨标准煤，为世界能源生产第一大国；截至2019年底，在运在建核电装机容量6593万千瓦，居世界第二，在建核电装机容量世界第一；截至2019年底，水电、风电、光伏发电、生物质发电装机容量分别达3.56亿千瓦、2.1亿千瓦、2.04亿千瓦、2369万千瓦，均位居世界首位；截至2019年底，全国电动汽车充电基础设施达120万处，建成世界最大规模充电","listText":"这是「小镇做T家」的第 17 篇原创内容。<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a> 今天大A股最受关注的，要数涨停的比亚迪和宁德时代了。 比亚迪5000多亿，宁德时代7000多亿（创业板市值第一），这种大规模的盘子，都直接来了个涨停，可见势能之大。 一开始我还摸不着头脑，寻思长城汽车低开高走还有相关利好支撑（新车型的发布，以及外资的热捧），但是比亚迪从11点开始的持续不停的爬升，就有点让我搞不清楚状况了。 当然，这个周末及此前的新闻报道中，不乏有直接或间接的新能源利好消息，但是仍然缺乏实质上的载体，比如相关法规或者文件。所以当上午盘结束，比亚迪的走势仍没有下颓迹象的时候，我的疑惑是越来越多：难道我漏掉了什么？ 这个困惑，持续了整个下午，甚至直至收盘前，朋友表示要在涨停前买入的时候，我还劝他慎重一点，防止被骗炮。不一会之后，果然就封了个涨停。 直到吃完晚饭，翻阅新闻，这个困惑才得以解开。 今天下午3点整，国务院新闻办公室发布《新时代的中国能源发展》白皮书，并举行新闻发布会。白皮书中介绍了我国在新能源发展上举世瞩目的成就，同时给出了“十四五”期间的新能源发展方向： 已取得的成就： 中国能源发展有多个世界之最：“初步核算，2019年中国一次能源生产总量达39.7亿吨标准煤，为世界能源生产第一大国；截至2019年底，在运在建核电装机容量6593万千瓦，居世界第二，在建核电装机容量世界第一；截至2019年底，水电、风电、光伏发电、生物质发电装机容量分别达3.56亿千瓦、2.1亿千瓦、2.04亿千瓦、2369万千瓦，均位居世界首位；截至2019年底，全国电动汽车充电基础设施达120万处，建成世界最大规模充电","text":"这是「小镇做T家」的第 17 篇原创内容。$比亚迪股份(01211)$ $比亚迪电子(00285)$ 今天大A股最受关注的，要数涨停的比亚迪和宁德时代了。 比亚迪5000多亿，宁德时代7000多亿（创业板市值第一），这种大规模的盘子，都直接来了个涨停，可见势能之大。 一开始我还摸不着头脑，寻思长城汽车低开高走还有相关利好支撑（新车型的发布，以及外资的热捧），但是比亚迪从11点开始的持续不停的爬升，就有点让我搞不清楚状况了。 当然，这个周末及此前的新闻报道中，不乏有直接或间接的新能源利好消息，但是仍然缺乏实质上的载体，比如相关法规或者文件。所以当上午盘结束，比亚迪的走势仍没有下颓迹象的时候，我的疑惑是越来越多：难道我漏掉了什么？ 这个困惑，持续了整个下午，甚至直至收盘前，朋友表示要在涨停前买入的时候，我还劝他慎重一点，防止被骗炮。不一会之后，果然就封了个涨停。 直到吃完晚饭，翻阅新闻，这个困惑才得以解开。 今天下午3点整，国务院新闻办公室发布《新时代的中国能源发展》白皮书，并举行新闻发布会。白皮书中介绍了我国在新能源发展上举世瞩目的成就，同时给出了“十四五”期间的新能源发展方向： 已取得的成就： 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但如果说一场调整，持续2到3个月，每天涨涨跌跌，总体上跌的要比涨的多，甚至像本周这样连续的大跌反复出现，几个月下来，你的收益会少于周期开始的时候，这样的市场阶段我们怎么定义呢？不是股灾也不是崩盘，那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后，如果持续向上，美股会不会进入一个赚钱选股都相对更难的长期回调时期呢？所以这点上，我们得小心。避险的意识必须要有。 这次分享，我就主要聊一下，为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响，我在年初大选的时候就已经开始预警了。 <a href=\"https://laohu8.com/TW/338364255\" target=\"_blank\">相比强烈的通胀预期，美股的开年黑其实算不了什么</a> <a href=\"https://laohu8.com/TW/336057536\" target=\"_blank\">国会遭受冲击，最重要的是这个变动</a> 只是点位上，我预测10年美债收益率到1%的时候会出现美股的小调整，但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后，被短时间激发，疫情的负面影响也到了后期，在1个多月时间里美股连创新高，没有对1%的美债收益做任何反应，美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势，在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看，这相当于，我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高？我们得看下平准通胀率，也就是长期市场对未来的通胀率的预测。10","listText":"快速而猛烈的下跌，乃至于触发熔断，然后花上几个月的时间修复，这样灾难性的暴跌我们一般叫崩盘，股灾啥的，在当下的市场环境下，这个可能性我们都知道不大。 但如果说一场调整，持续2到3个月，每天涨涨跌跌，总体上跌的要比涨的多，甚至像本周这样连续的大跌反复出现，几个月下来，你的收益会少于周期开始的时候，这样的市场阶段我们怎么定义呢？不是股灾也不是崩盘，那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后，如果持续向上，美股会不会进入一个赚钱选股都相对更难的长期回调时期呢？所以这点上，我们得小心。避险的意识必须要有。 这次分享，我就主要聊一下，为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响，我在年初大选的时候就已经开始预警了。 <a href=\"https://laohu8.com/TW/338364255\" target=\"_blank\">相比强烈的通胀预期，美股的开年黑其实算不了什么</a> <a href=\"https://laohu8.com/TW/336057536\" target=\"_blank\">国会遭受冲击，最重要的是这个变动</a> 只是点位上，我预测10年美债收益率到1%的时候会出现美股的小调整，但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后，被短时间激发，疫情的负面影响也到了后期，在1个多月时间里美股连创新高，没有对1%的美债收益做任何反应，美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势，在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看，这相当于，我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高？我们得看下平准通胀率，也就是长期市场对未来的通胀率的预测。10","text":"快速而猛烈的下跌，乃至于触发熔断，然后花上几个月的时间修复，这样灾难性的暴跌我们一般叫崩盘，股灾啥的，在当下的市场环境下，这个可能性我们都知道不大。 但如果说一场调整，持续2到3个月，每天涨涨跌跌，总体上跌的要比涨的多，甚至像本周这样连续的大跌反复出现，几个月下来，你的收益会少于周期开始的时候，这样的市场阶段我们怎么定义呢？不是股灾也不是崩盘，那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后，如果持续向上，美股会不会进入一个赚钱选股都相对更难的长期回调时期呢？所以这点上，我们得小心。避险的意识必须要有。 这次分享，我就主要聊一下，为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响，我在年初大选的时候就已经开始预警了。 相比强烈的通胀预期，美股的开年黑其实算不了什么 国会遭受冲击，最重要的是这个变动 只是点位上，我预测10年美债收益率到1%的时候会出现美股的小调整，但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后，被短时间激发，疫情的负面影响也到了后期，在1个多月时间里美股连创新高，没有对1%的美债收益做任何反应，美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势，在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看，这相当于，我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 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V，目前正在黑河做冬季试验，初定今年9月可以批量生产。据悉，石墨烯快充电池具备6C快充能力，结合高功率超充设备，最快8分钟就能充电至80%，电芯能量密度280/kg左右，寿命大于1600循环，整体电芯成本与目前市面上常规动力电池成本相比较略高5-8%。","news_type":1,"symbols_score_info":{"601238":0.9,"02238":0.9}},"isVote":1,"tweetType":1,"viewCount":1600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335608758,"gmtCreate":1610575965774,"gmtModify":1703745347630,"author":{"id":"3571143045236341","authorId":"3571143045236341","name":"星刚明天会更好","avatar":"https://static.tigerbbs.com/3e469a980036e2f0d15e05e09c51ec72","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571143045236341","authorIdStr":"3571143045236341"},"themes":[],"htmlText":"花呗上市大涨，前景很好！","listText":"花呗上市大涨，前景很好！","text":"花呗上市大涨，前景很好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335608758","repostId":"1131510405","repostType":4,"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330808962,"gmtCreate":1608564325356,"gmtModify":1703735487017,"author":{"id":"3571143045236341","authorId":"3571143045236341","name":"星刚明天会更好","avatar":"https://static.tigerbbs.com/3e469a980036e2f0d15e05e09c51ec72","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571143045236341","authorIdStr":"3571143045236341"},"themes":[],"htmlText":"有道理，值得参考一下吧！","listText":"有道理，值得参考一下吧！","text":"有道理，值得参考一下吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330808962","repostId":"1120422068","repostType":4,"repost":{"id":"1120422068","kind":"news","pubTimestamp":1608548227,"share":"https://www.laohu8.com/m/news/1120422068?lang=zh_CN&edition=full","pubTime":"2020-12-21 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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投资2021：华尔街对明年美股预测大盘点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-21 18:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/analysis/article-200459767><strong>英为财情Invest...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年，华尔街的战绩还不及普通散户；但接近年底，按照惯例华尔街机构还是纷纷抛出了对2021年美股的预测。\n去年年底，即便是华尔街最乐观的预测（3600点）也未曾想到，标普500指数能够站上3700点的历史新高；把这个成绩放在疫情的大背景下看，就更不可思议了——4月份，彭博的调查显示，华尔街预测标普500全年不会上涨，还会下跌11%；即便是在9月份中旬，《巴伦周刊》访问的六名分析师预计标普500指数...</p>\n\n<a href=\"https://cn.investing.com/analysis/article-200459767\">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/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://cn.investing.com/analysis/article-200459767","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120422068","content_text":"今年，华尔街的战绩还不及普通散户；但接近年底，按照惯例华尔街机构还是纷纷抛出了对2021年美股的预测。\n去年年底，即便是华尔街最乐观的预测（3600点）也未曾想到，标普500指数能够站上3700点的历史新高；把这个成绩放在疫情的大背景下看，就更不可思议了——4月份，彭博的调查显示，华尔街预测标普500全年不会上涨，还会下跌11%；即便是在9月份中旬，《巴伦周刊》访问的六名分析师预计标普500指数年底将仅为3492点。\n但从10月份的一轮小型抛售结束之后，美股持续攀升，不断刷新纪录，终于让华尔街变得更大胆了一些。\n华尔街对明年年底标普500指数的预测四大最乐观预测\n摩根大通：目标价4400点，EPS 178美元\n摩根大通的策略师表示，进入 到2021年，市场将迎来一系列积极的事件，包括广泛的疫苗接种、经济的持续重新开放、华盛顿迎来一个分裂的政府以及宽松的央行政策前景。\n“股市正面临着多年来持续上涨的最佳市场环境之一。”“随着商业周期的扩张和风险的降低，前景变得十分明朗。我们预计，在企业盈利恢复和多倍增长的推动下，股票的融涨将持续至2021年上半年。”摩根大通策略师拉科斯-布亚斯（Lakos-Bujas）在报告中称。\n他还指出，随着围绕疫苗分发、佐治亚州参议院竞选结果以及额外货币和财政策略的不确定性开始消散，明年美股的大部分涨幅会在年初出现。标普500指数可能会在年初触及4000点，然后在年底前升至4400点。\n高盛：目标价4300点，EPS 175美元\n和摩根大通的策略师一样，高盛也认为，疫苗将成为2021年股市最为关键的催化剂。\n“对于经济和市场而言，疫苗是比拜登政府的前瞻性政策更为重要的因素。”高盛策略师戴维·科斯汀（David Kostin）称。\n为了最大程度地提高潜在回报，并将风险降至最低，高盛策略师建议专注于对大流行最为敏感的股票上，尤其是那些“将从疫苗分发和经济正常化进程中受益的高价值股”，此外还建议投资“具有长期增长前景的股票”。因此，该行建议增持信息技术、医疗保健、工业和板块板块。\n奥本海默：目标价4300点，EPS 175美元\n奥本海默的预期是基于六个关键假设：\n首先，大部分民众将接种疫苗；随后，股票投资者将定价疫苗的成功；第三，至少有一名共和党参议员将赢得1月5日的佐治亚州两个参议院席位竞选，从而保留共和党对参议院的控制权；第四，美联储将维持其极低利率，与宽松的货币政策保持一致；第五，国会议院最迟于2021年一季度推出财政刺激措施；最后，投资者的风险偏好将继续青睐股票。\nPiper Sandler：目标价4225点，EPS 172美元\n虽然Piper Sandler认为标普500指数明年也将突破4000点，但认为前方的道路比今年的还要坎坷一些。\n“鉴于最近股票的反弹幅度，以及对于疫苗快速推广、刺激方案即将出台的预期，我们认为近期市场令人失望的风险仍然很大。”“疫情的恶化可能导致未来几个月出现长时间的封锁。”“这一背景将在明年引发高于均值的波动性，而财政和货币政策将为市场提供底部。”Piper Sandler策略师克雷格·约翰逊（Craig Johnson）称。\n不过，他补充称，随着疫苗的到来，相信“乐观情绪将占据上风。”\n两大最“悲观”预测\n美国银行：目标价3800点，EPS 165美元\n美国银行股票策略师萨维塔·苏伯拉曼尼安（Savita Subramanian）认为，股市已经消化了经济增长和企业盈利能力回升的预期，令明年股票的上涨空间变得不大。即便投资者对于疫苗相关的乐观情绪高涨，但潜在的负面催化剂也比比皆是。\n“疫苗分发的执行风险、财政刺激措施的推迟和更长的封锁期都是风险。如果股票风险溢价回到十年前的平均水平500-550个基点（目标为437点），那么标普500指数将跌至3000-3050点。”\n“当然，有几个力量在支撑着股票：标普500指数的股息收益率是10年期美债收益率的3倍，而前者预计将在2021年增长。”\n美国银行更倾向于选择价值股多于增长股，周期性股票多于防御股，小盘股多于大盘股，因为它们都可能受到经济复苏后的更大幅提振。\n摩根士丹利：目标价3900点，EPS 193点\n摩根士丹利预计，明年擅长择股的投资者将是赢家。\n“经过一年的大幅波动之后，2021年的焦点将是哪家公司能够实现盈利增长。”摩根士丹利分析师迈克尔·威尔逊（Michael Wilson）在报告中称，\n同样，该行也更看好那些与经济重新开放、经济复苏息息相关的周期股票，且明显倾向于小盘股，称在复苏期间小盘股往往能跑赢大盘。\n“我们仍然增持金融板块，认为利率上升和信贷改善将带来积极的上行推动力；鉴于需求反弹、盈利增长及通胀保护，增持原材料和工业板块；考虑到GARP（按合理价格增长）的特征以及政治不确定性消退后重新评估的潜在可能，增持医疗保健板块。”\n摩根士丹利还将信息科技板块的股票评级从“减持”上调至“持股观望”，维持对非必需消费品行业的“持股观望”评级，并“减持”防御性的必需消费品及公用事业类股。","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183932160,"gmtCreate":1623299407150,"gmtModify":1623299407150,"author":{"id":"3571143045236341","authorId":"3571143045236341","name":"星刚明天会更好","avatar":"https://static.tigerbbs.com/3e469a980036e2f0d15e05e09c51ec72","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571143045236341","authorIdStr":"3571143045236341"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06608\">$百融云-W(06608)$</a>望你快点成长。","listText":"<a 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