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世界我来了
世界我来了
·
07-15
说说你对这篇新闻的看法...
苹果涨价会影响销量吗？大摩：反而有望推高盈利
在全球存储芯片供应紧张、成本持续上涨的背景下，摩根士丹利认为， $苹果$凭借强大的定价能力，有望通过产品涨价抵消成本压力，并进一步提升盈利表现。Woodring预计，苹果此次涨价有望推动公司第三财季每股收益较市场预期高出2%至4%，并带动2027财年全年每股收益提升约1%。今年6月，苹果已宣布上调MacBook和iPad售价。他表示，在竞争对手同样面临供应链压力的情况下，苹果涨价预计不会明显抑制需求。
苹果涨价会影响销量吗？大摩：反而有望推高盈利
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世界我来了
世界我来了
·
05-27
$Cerebras Systems(CBRS)$
垃圾，官网能使用的模型都是几个开源模型，还巨慢。收费的模型也没有别人的有竞争力，股价估计要归0
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世界我来了
世界我来了
·
03-11
$W&T海底钻探(WTI)$
狗垃圾
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1
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世界我来了
世界我来了
·
2025-09-03
$Gryphon Digital Mining(ABTC)$
特朗普最近敛财厉害呀，发了一个wlfi币，收割了一批，又来股票市场收割。这美国不把特朗普干掉，美国就要走下坡路了，还更强个屁呀。哈哈
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世界我来了
世界我来了
·
2025-08-15
币圈割韭菜的手法，玩玩币就知道了。可能会一直跌，回踩都不会超过之前的一半
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世界我来了
世界我来了
·
2025-08-15
$Bullish(BLSH)$
币圈割韭菜的手法吧，观望几天感觉会一直跌到0。感觉还是不进去赌为好
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世界我来了
世界我来了
·
2025-08-15
$Bullish(BLSH)$
是不是和山寨币一样，最后归0呀
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世界我来了
世界我来了
·
2022-11-18
搞笑
高盛：未来一年沪深300指数回报率可达16%-21%
亚洲地区股市的领头羊可能会“向北转移”。
高盛：未来一年沪深300指数回报率可达16%-21%
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世界我来了
世界我来了
·
2021-11-24
$ContextLogic Inc.(WISH)$
做空大赚
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3
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世界我来了
世界我来了
·
2021-09-08
$ReShape Lifesciences, Inc.(RSLS)$
这货尽然现在又可以交易了，并且还有人买，已经好多年了，买的小学生自己看
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left;\">Woodring指出，苹果产品需求具有较强的价格韧性，消费者对价格变动并不敏感。</p><p style=\"text-align: left;\">其中，iPhone是苹果价格弹性最低的产品，历史价格弹性约为0.2至0.5；Mac和iPad的价格弹性约为0.8至1.0。这意味着，即使iPhone售价上涨10%，出货量预计仅下降2%至5%。</p><p style=\"text-align: left;\">虽然苹果尚未公布即将发布的iPhone18系列售价，但Woodring认为，全系机型上涨200美元的可能性正在提高。</p><h3 style=\"text-align: left;\"><strong>AI推动存储涨价，苹果成本持续攀升</strong></h3><p style=\"text-align: left;\">随着AI基础设施建设持续推进，全球存储芯片供应趋紧，DRAM和NAND价格快速上涨。</p><p style=\"text-align: left;\">摩根士丹利预计，苹果2025财年至2027财年期间，DRAM平均采购成本将累计上涨约370%，NAND成本则将上涨约280%。</p><p style=\"text-align: left;\">今年6月，苹果已宣布上调MacBook和iPad售价。此前，首席执行官蒂姆·库克表示，在成本持续上涨的背景下，产品涨价已“不可避免”。</p><p style=\"text-align: left;\">Woodring指出，尽管苹果已经提高售价，但目前并未观察到Mac和iPad交付周期出现明显变化，说明终端需求依然保持稳定。如果这一趋势持续，产品涨价将成为推动收入及收入增长的积极因素。</p><h3 style=\"text-align: left;\"><strong>品牌优势增强议价能力</strong></h3><p style=\"text-align: left;\">Woodring认为，苹果拥有行业领先的品牌影响力和用户忠诚度，使其相比其他消费电子厂商更容易将成本上涨转嫁给消费者。</p><p style=\"text-align: left;\">他表示，在竞争对手同样面临供应链压力的情况下，苹果涨价预计不会明显抑制需求。同时，公司对供应链和消费者均具备较强议价能力，因此能够较好地消化零部件成本上涨带来的压力。</p><p style=\"text-align: left;\">不过，他也提醒，如果存储芯片价格在2028财年仍维持高位，苹果未来或仍需进一步上调产品售价，但目前判断其长期定价策略仍为时尚早。</p><h3 style=\"text-align: left;\"><strong>AI与新品周期仍是长期增长动力</strong></h3><p style=\"text-align: left;\">尽管供应链持续承压，苹果股价今年以来仍累计上涨约16%，是“美股七巨头”中表现最好的公司。</p><p style=\"text-align: left;\">Woodring认为，苹果今年明显加快了AI战略布局，包括在全球开发者大会（WWDC）上发布全新的AI版Siri。</p><p style=\"text-align: left;\">他预计，具备Agent能力的新一代Siri有望推动长期AI换机周期，而折叠屏iPhone等新品也将进一步增强iPhone需求，为公司增长提供持续动力，并支撑需求延续至2028年。</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>苹果涨价会影响销量吗？大摩：反而有望推高盈利</title>\n<style 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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苹果涨价会影响销量吗？大摩：反而有望推高盈利\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\">2026-07-15 17:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">在全球存储芯片供应紧张、成本持续上涨的背景下，摩根士丹利认为， <a href=\"https://laohu8.com/S/AAPL\">苹果</a>凭借强大的定价能力，有望通过产品涨价抵消成本压力，并进一步提升盈利表现。</p><p style=\"text-align: left;\">摩根士丹利分析师Erik Woodring在周二发布的题为《涨价带来更高盈利》（Higher Prices Begets Higher Earnings）的报告中表示，苹果正通过上调产品售价来对冲零部件成本上涨对利润率的影响，这一策略有望带来业绩超预期。</p><p style=\"text-align: left;\">Woodring预计，苹果此次涨价有望推动公司第三财季每股收益较市场预期高出2%至4%，并带动2027财年全年每股收益提升约1%。他维持苹果“增持”评级，并给予360美元目标价，较当前股价仍有约15%的上涨空间。</p><h3 style=\"text-align: left;\"><strong>产品需求韧性强，涨价对销量影响有限</strong></h3><p style=\"text-align: left;\">Woodring指出，苹果产品需求具有较强的价格韧性，消费者对价格变动并不敏感。</p><p style=\"text-align: left;\">其中，iPhone是苹果价格弹性最低的产品，历史价格弹性约为0.2至0.5；Mac和iPad的价格弹性约为0.8至1.0。这意味着，即使iPhone售价上涨10%，出货量预计仅下降2%至5%。</p><p style=\"text-align: left;\">虽然苹果尚未公布即将发布的iPhone18系列售价，但Woodring认为，全系机型上涨200美元的可能性正在提高。</p><h3 style=\"text-align: left;\"><strong>AI推动存储涨价，苹果成本持续攀升</strong></h3><p style=\"text-align: left;\">随着AI基础设施建设持续推进，全球存储芯片供应趋紧，DRAM和NAND价格快速上涨。</p><p style=\"text-align: left;\">摩根士丹利预计，苹果2025财年至2027财年期间，DRAM平均采购成本将累计上涨约370%，NAND成本则将上涨约280%。</p><p style=\"text-align: left;\">今年6月，苹果已宣布上调MacBook和iPad售价。此前，首席执行官蒂姆·库克表示，在成本持续上涨的背景下，产品涨价已“不可避免”。</p><p style=\"text-align: left;\">Woodring指出，尽管苹果已经提高售价，但目前并未观察到Mac和iPad交付周期出现明显变化，说明终端需求依然保持稳定。如果这一趋势持续，产品涨价将成为推动收入及收入增长的积极因素。</p><h3 style=\"text-align: left;\"><strong>品牌优势增强议价能力</strong></h3><p style=\"text-align: left;\">Woodring认为，苹果拥有行业领先的品牌影响力和用户忠诚度，使其相比其他消费电子厂商更容易将成本上涨转嫁给消费者。</p><p style=\"text-align: left;\">他表示，在竞争对手同样面临供应链压力的情况下，苹果涨价预计不会明显抑制需求。同时，公司对供应链和消费者均具备较强议价能力，因此能够较好地消化零部件成本上涨带来的压力。</p><p style=\"text-align: left;\">不过，他也提醒，如果存储芯片价格在2028财年仍维持高位，苹果未来或仍需进一步上调产品售价，但目前判断其长期定价策略仍为时尚早。</p><h3 style=\"text-align: left;\"><strong>AI与新品周期仍是长期增长动力</strong></h3><p style=\"text-align: left;\">尽管供应链持续承压，苹果股价今年以来仍累计上涨约16%，是“美股七巨头”中表现最好的公司。</p><p style=\"text-align: left;\">Woodring认为，苹果今年明显加快了AI战略布局，包括在全球开发者大会（WWDC）上发布全新的AI版Siri。</p><p style=\"text-align: left;\">他预计，具备Agent能力的新一代Siri有望推动长期AI换机周期，而折叠屏iPhone等新品也将进一步增强iPhone需求，为公司增长提供持续动力，并支撑需求延续至2028年。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"AAPB":"2倍做多AAPL ETF-GraniteShares","AAPW":"AAPL周配息ETF-Roundhill","AAPY":"AAPL收益溢价策略ETF-Kurv","AAPU":"2倍做多AAPL ETF-Direxion","AAPL":"苹果","AAPD":"1倍做空AAPL ETF-Direxion","AAPX":"2倍做多Apple ETF-T-Rex","APLY":"AAPL期权收益策略ETF-YieldMax"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198750089","content_text":"在全球存储芯片供应紧张、成本持续上涨的背景下，摩根士丹利认为， 苹果凭借强大的定价能力，有望通过产品涨价抵消成本压力，并进一步提升盈利表现。摩根士丹利分析师Erik Woodring在周二发布的题为《涨价带来更高盈利》（Higher Prices Begets Higher Earnings）的报告中表示，苹果正通过上调产品售价来对冲零部件成本上涨对利润率的影响，这一策略有望带来业绩超预期。Woodring预计，苹果此次涨价有望推动公司第三财季每股收益较市场预期高出2%至4%，并带动2027财年全年每股收益提升约1%。他维持苹果“增持”评级，并给予360美元目标价，较当前股价仍有约15%的上涨空间。产品需求韧性强，涨价对销量影响有限Woodring指出，苹果产品需求具有较强的价格韧性，消费者对价格变动并不敏感。其中，iPhone是苹果价格弹性最低的产品，历史价格弹性约为0.2至0.5；Mac和iPad的价格弹性约为0.8至1.0。这意味着，即使iPhone售价上涨10%，出货量预计仅下降2%至5%。虽然苹果尚未公布即将发布的iPhone18系列售价，但Woodring认为，全系机型上涨200美元的可能性正在提高。AI推动存储涨价，苹果成本持续攀升随着AI基础设施建设持续推进，全球存储芯片供应趋紧，DRAM和NAND价格快速上涨。摩根士丹利预计，苹果2025财年至2027财年期间，DRAM平均采购成本将累计上涨约370%，NAND成本则将上涨约280%。今年6月，苹果已宣布上调MacBook和iPad售价。此前，首席执行官蒂姆·库克表示，在成本持续上涨的背景下，产品涨价已“不可避免”。Woodring指出，尽管苹果已经提高售价，但目前并未观察到Mac和iPad交付周期出现明显变化，说明终端需求依然保持稳定。如果这一趋势持续，产品涨价将成为推动收入及收入增长的积极因素。品牌优势增强议价能力Woodring认为，苹果拥有行业领先的品牌影响力和用户忠诚度，使其相比其他消费电子厂商更容易将成本上涨转嫁给消费者。他表示，在竞争对手同样面临供应链压力的情况下，苹果涨价预计不会明显抑制需求。同时，公司对供应链和消费者均具备较强议价能力，因此能够较好地消化零部件成本上涨带来的压力。不过，他也提醒，如果存储芯片价格在2028财年仍维持高位，苹果未来或仍需进一步上调产品售价，但目前判断其长期定价策略仍为时尚早。AI与新品周期仍是长期增长动力尽管供应链持续承压，苹果股价今年以来仍累计上涨约16%，是“美股七巨头”中表现最好的公司。Woodring认为，苹果今年明显加快了AI战略布局，包括在全球开发者大会（WWDC）上发布全新的AI版Siri。他预计，具备Agent能力的新一代Siri有望推动长期AI换机周期，而折叠屏iPhone等新品也将进一步增强iPhone需求，为公司增长提供持续动力，并支撑需求延续至2028年。","news_type":1,"symbols_score_info":{"AAPB":0.6,"AAPX":0.6,"AAPL":2,"AAPW":0.6,"AAPY":0.6,"APLY":0.6,"AAPU":0.6,"AAPD":0.6}},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568606935139560,"gmtCreate":1779841274102,"gmtModify":1779845838696,"author":{"id":"3495850597446439","authorId":"3495850597446439","name":"世界我来了","avatar":"https://static.tigerbbs.com/bd93a700fe4877ed75f831833d9e7714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495850597446439","idStr":"3495850597446439"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CBRS\">$Cerebras Systems(CBRS)$</a> 垃圾，官网能使用的模型都是几个开源模型，还巨慢。收费的模型也没有别人的有竞争力，股价估计要归0","listText":"<a href=\"https://laohu8.com/S/CBRS\">$Cerebras Systems(CBRS)$</a> 垃圾，官网能使用的模型都是几个开源模型，还巨慢。收费的模型也没有别人的有竞争力，股价估计要归0","text":"$Cerebras Systems(CBRS)$ 垃圾，官网能使用的模型都是几个开源模型，还巨慢。收费的模型也没有别人的有竞争力，股价估计要归0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568606935139560","isVote":1,"tweetType":1,"viewCount":3394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541542306710040,"gmtCreate":1773238049784,"gmtModify":1773240224872,"author":{"id":"3495850597446439","authorId":"3495850597446439","name":"世界我来了","avatar":"https://static.tigerbbs.com/bd93a700fe4877ed75f831833d9e7714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495850597446439","idStr":"3495850597446439"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/WTI\">$W&T海底钻探(WTI)$</a> 狗垃圾","listText":"<a href=\"https://laohu8.com/S/WTI\">$W&T海底钻探(WTI)$</a> 狗垃圾","text":"$W&T海底钻探(WTI)$ 狗垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541542306710040","isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474687949812560,"gmtCreate":1756912115819,"gmtModify":1756913158564,"author":{"id":"3495850597446439","authorId":"3495850597446439","name":"世界我来了","avatar":"https://static.tigerbbs.com/bd93a700fe4877ed75f831833d9e7714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495850597446439","idStr":"3495850597446439"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ABTC\">$Gryphon Digital Mining(ABTC)$</a> 特朗普最近敛财厉害呀，发了一个wlfi币，收割了一批，又来股票市场收割。这美国不把特朗普干掉，美国就要走下坡路了，还更强个屁呀。哈哈","listText":"<a href=\"https://laohu8.com/S/ABTC\">$Gryphon Digital Mining(ABTC)$</a> 特朗普最近敛财厉害呀，发了一个wlfi币，收割了一批，又来股票市场收割。这美国不把特朗普干掉，美国就要走下坡路了，还更强个屁呀。哈哈","text":"$Gryphon Digital Mining(ABTC)$ 特朗普最近敛财厉害呀，发了一个wlfi币，收割了一批，又来股票市场收割。这美国不把特朗普干掉，美国就要走下坡路了，还更强个屁呀。哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474687949812560","isVote":1,"tweetType":1,"viewCount":2676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467963934761096,"gmtCreate":1755265726584,"gmtModify":1755265728440,"author":{"id":"3495850597446439","authorId":"3495850597446439","name":"世界我来了","avatar":"https://static.tigerbbs.com/bd93a700fe4877ed75f831833d9e7714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495850597446439","idStr":"3495850597446439"},"themes":[],"title":"","htmlText":"币圈割韭菜的手法，玩玩币就知道了。可能会一直跌，回踩都不会超过之前的一半","listText":"币圈割韭菜的手法，玩玩币就知道了。可能会一直跌，回踩都不会超过之前的一半","text":"币圈割韭菜的手法，玩玩币就知道了。可能会一直跌，回踩都不会超过之前的一半","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467963934761096","isVote":1,"tweetType":1,"viewCount":3103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467961898992168,"gmtCreate":1755265079687,"gmtModify":1755265080999,"author":{"id":"3495850597446439","authorId":"3495850597446439","name":"世界我来了","avatar":"https://static.tigerbbs.com/bd93a700fe4877ed75f831833d9e7714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495850597446439","idStr":"3495850597446439"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BLSH\">$Bullish(BLSH)$</a> 币圈割韭菜的手法吧，观望几天感觉会一直跌到0。感觉还是不进去赌为好","listText":"<a href=\"https://laohu8.com/S/BLSH\">$Bullish(BLSH)$</a> 币圈割韭菜的手法吧，观望几天感觉会一直跌到0。感觉还是不进去赌为好","text":"$Bullish(BLSH)$ 币圈割韭菜的手法吧，观望几天感觉会一直跌到0。感觉还是不进去赌为好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/467961898992168","isVote":1,"tweetType":1,"viewCount":3891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467652782493928,"gmtCreate":1755190072102,"gmtModify":1755190073247,"author":{"id":"3495850597446439","authorId":"3495850597446439","name":"世界我来了","avatar":"https://static.tigerbbs.com/bd93a700fe4877ed75f831833d9e7714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495850597446439","idStr":"3495850597446439"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BLSH\">$Bullish(BLSH)$</a> 是不是和山寨币一样，最后归0呀","listText":"<a href=\"https://laohu8.com/S/BLSH\">$Bullish(BLSH)$</a> 是不是和山寨币一样，最后归0呀","text":"$Bullish(BLSH)$ 是不是和山寨币一样，最后归0呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467652782493928","isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667673020,"gmtCreate":1668780079560,"gmtModify":1668780081159,"author":{"id":"3495850597446439","authorId":"3495850597446439","name":"世界我来了","avatar":"https://static.tigerbbs.com/bd93a700fe4877ed75f831833d9e7714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495850597446439","idStr":"3495850597446439"},"themes":[],"title":"","htmlText":"搞笑","listText":"搞笑","text":"搞笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667673020","repostId":"1105621871","repostType":2,"repost":{"id":"1105621871","kind":"news","pubTimestamp":1668779681,"share":"https://www.laohu8.com/m/news/1105621871?lang=zh_CN&edition=full","pubTime":"2022-11-18 21:54","market":"sh","language":"zh","title":"高盛：未来一年沪深300指数回报率可达16%-21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105621871","media":"华尔街见闻","summary":"亚洲地区股市的领头羊可能会“向北转移”。","content":"<html><head></head><body><p>北向资金加速回流之际，外资机构也开始唱多，高盛、大摩多家华尔街大行纷纷看好中国资产。</p><p>周五，高盛分析师Timothy Moe团队在最新的报告中指出，<b>继2022年东盟和印度市场走强之后，随着中国市场的反弹和韩国经济预期会复苏，亚洲地区股市的领头羊可能会“向北转移”。</b></p><p>高盛维持对MSCI中国指数的超配评级，Moe及其团队预计，<b>MSCI中国指数和沪深300指数在未来12个月回报率高达16%，若计入汇率因素，其回报更是高达19%和21%。</b></p><p>值得一提的是，这并不是高盛第一次唱多中国，在10月17日的报告中，高盛曾提出，A股较少受到全球宏观经济逆风等因素的影响，投资者应当卖出标普500指数的看涨期权，并买入恒生中国企业指数看涨期权。</p><p>大摩也一度表示，市场情绪触底，买入信号已出现；瀚亚投资首席投资官Bill Maldonado则称，最糟糕的情况已经被消化，中国股市有很大的上行空间。</p><p>此外，高盛将中国香港股票从低配上调至平配，将韩国股票评级从平配上调至超配，其预计韩国KOSPI指数在未来12个月内将上涨11%，新加坡的基准指数可能上涨10%。</p><p>而东南亚部分国家评级遭下调，高盛将将印尼股市的评级下调至“持股观望”，将对泰国和马来西亚市场的评级下调至减持。</p></body></html>","source":"live_wallstreetcn","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：未来一年沪深300指数回报率可达16%-21%</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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href=https://wallstreetcn.com/articles/3675386><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北向资金加速回流之际，外资机构也开始唱多，高盛、大摩多家华尔街大行纷纷看好中国资产。周五，高盛分析师Timothy Moe团队在最新的报告中指出，继2022年东盟和印度市场走强之后，随着中国市场的反弹和韩国经济预期会复苏，亚洲地区股市的领头羊可能会“向北转移”。高盛维持对MSCI中国指数的超配评级，Moe及其团队预计，MSCI中国指数和沪深300指数在未来12个月回报率高达16%，若计入汇率因素，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3675386\">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/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3675386","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1105621871","content_text":"北向资金加速回流之际，外资机构也开始唱多，高盛、大摩多家华尔街大行纷纷看好中国资产。周五，高盛分析师Timothy Moe团队在最新的报告中指出，继2022年东盟和印度市场走强之后，随着中国市场的反弹和韩国经济预期会复苏，亚洲地区股市的领头羊可能会“向北转移”。高盛维持对MSCI中国指数的超配评级，Moe及其团队预计，MSCI中国指数和沪深300指数在未来12个月回报率高达16%，若计入汇率因素，其回报更是高达19%和21%。值得一提的是，这并不是高盛第一次唱多中国，在10月17日的报告中，高盛曾提出，A股较少受到全球宏观经济逆风等因素的影响，投资者应当卖出标普500指数的看涨期权，并买入恒生中国企业指数看涨期权。大摩也一度表示，市场情绪触底，买入信号已出现；瀚亚投资首席投资官Bill Maldonado则称，最糟糕的情况已经被消化，中国股市有很大的上行空间。此外，高盛将中国香港股票从低配上调至平配，将韩国股票评级从平配上调至超配，其预计韩国KOSPI指数在未来12个月内将上涨11%，新加坡的基准指数可能上涨10%。而东南亚部分国家评级遭下调，高盛将将印尼股市的评级下调至“持股观望”，将对泰国和马来西亚市场的评级下调至减持。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874603501,"gmtCreate":1637764289771,"gmtModify":1637764289771,"author":{"id":"3495850597446439","authorId":"3495850597446439","name":"世界我来了","avatar":"https://static.tigerbbs.com/bd93a700fe4877ed75f831833d9e7714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495850597446439","idStr":"3495850597446439"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>做空大赚","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>做空大赚","text":"$ContextLogic 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