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合杰明

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- 合杰明合杰明
  ·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
  489 评论
  2
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- 合杰明合杰明
  ·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
  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。
  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
  183 评论
  1
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- 合杰明合杰明
  ·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。
  479 评论
  1
  分享
  举报
- 合杰明合杰明
  ·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
  222 评论
  1
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- 合杰明合杰明
  ·2025-12-02
  $道琼斯(.DJI)$ 年底第二波山崩海啸袭来了
  484 评论
  1
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- 合杰明合杰明
  ·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？
  446 评论
  1
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- 合杰明合杰明
  ·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
  363 评论
  1
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- 合杰明合杰明
  ·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
  379 评论
  1
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- 合杰明合杰明
  ·2025-11-26
  $纳斯达克(.IXIC)$ 川普老小子正义做局
  320 评论
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- 合杰明合杰明
  ·2025-11-26
  $道琼斯(.DJI)$ 川朴低吸高抛，正在做局，当心砸多
  477 评论
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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":489,"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,"idStr":"3495750376975936","authorIdStr":"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 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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&nbsp;&nbsp;&nbsp;<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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"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":{".DJI":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":183,"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,"idStr":"3495750376975936","authorIdStr":"3495750376975936"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$&nbsp;</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\">$道琼斯(.DJI)$&nbsp;</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":479,"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,"idStr":"3495750376975936","authorIdStr":"3495750376975936"},"themes":[],"title":"","htmlText":"<a 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