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deelee
Deelee
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deelee
deelee
·
2021-07-14
唱歌不会啦,跳舞可能!
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deelee
deelee
·
2021-07-12
打,第三针,一定要。
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deelee
deelee
·
2021-07-09
又来,为什么PFE股票涨这么慢!
辉瑞(PFE.US)和BioNTech(BNTX.US)计划在8月份试验针对Delta异株疫苗
智通财经APP获悉,辉瑞和BioNTech正准备下个月开始针对Delta异株的Covid-19疫苗的临床试验,因为人们担心现有的疫苗对这种在全球大部分地区传播的毒株提供的保护不足。辉瑞和BioNTech正与美国药品监管机构进行讨论,以敲定它们的临床试验计划,预计将在8月开始研究。以色列卫生部本周的一项研究表明,BioNTech/辉瑞疫苗在预防Delta病毒引起的严重疾病和住院治疗方面的有效性为93%,但在防止感染该病毒变体方面的有效性仅为64%。
辉瑞(PFE.US)和BioNTech(BNTX.US)计划在8月份试验针对Delta异株疫苗
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deelee
deelee
·
2021-07-02
敢敢加仓
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deelee
deelee
·
2021-06-30
为什么辉瑞股票最近不能涨!
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deelee
deelee
·
2021-06-29
加仓
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deelee
deelee
·
2021-06-23
加仓,辉瑞。
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deelee
deelee
·
2021-06-22
加仓
美联储政策转向在即,这是五种应对方式
美联储政策制定者上周暗示,加息或比预期更快到来,这让很多投资者感到意外。投资者担心,美联储的政策转向将打击脆弱的经济复苏,并对风险资产价格造成伤害。分析师建议,尽管美联储的政策“掉头”不会突然出现,但投资者仍需将五个应对方式牢记于心。美联储的政策转变证实,经济正从周期的早期阶段走向中期。
美联储政策转向在即,这是五种应对方式
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deelee
deelee
·
2021-06-21
PFE 加仓
5 Stocks To Watch For June 21, 2021<blockquote>2021年6月21日值得关注的5只股票</blockquote>
Some of the stocks that may grab investor focus today are:
5 Stocks To Watch For June 21, 2021<blockquote>2021年6月21日值得关注的5只股票</blockquote>
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deelee
deelee
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2021-06-21
加仓
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21:33","market":"hk","language":"zh","title":"辉瑞(PFE.US)和BioNTech(BNTX.US)计划在8月份试验针对Delta异株疫苗","url":"https://stock-news.laohu8.com/highlight/detail?id=2150377552","media":"智通财经","summary":"智通财经APP获悉,辉瑞和BioNTech正准备下个月开始针对Delta异株的Covid-19疫苗的临床试验,因为人们担心现有的疫苗对这种在全球大部分地区传播的毒株提供的保护不足。辉瑞和BioNTech正与美国药品监管机构进行讨论,以敲定它们的临床试验计划,预计将在8月开始研究。以色列卫生部本周的一项研究表明,BioNTech/辉瑞疫苗在预防Delta病毒引起的严重疾病和住院治疗方面的有效性为93%,但在防止感染该病毒变体方面的有效性仅为64%。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE.US)和BioNTech(BNTX.US)正准备下个月开始针对Delta异株的Covid-19疫苗的临床试验,因为人们担心现有的疫苗对这种在全球大部分地区传播的毒株提供的保护不足。</p><p>辉瑞周四表示,制药商正在开发现有疫苗的更新版本,将使用Delta异株的序列来生产。辉瑞和BioNTech正与美国药品监管机构进行讨论,以敲定它们的临床试验计划,预计将在8月开始研究。</p><p>这两家公司将率先研发针对Delta异株的疫苗,这表明这种高度传染性的毒株可能能够逃避现有的疫苗,需要采取新的措施来应对它。</p><p>美国疾病控制与预防中心数据显示,Delta异株目前是美国的主要毒株,同时占英国新冠病毒病例的90%以上。</p><p>辉瑞重申,在两针疫苗的第二针之后的6至12个月,需要第三针疫苗,以增强对新变种的免疫力。该公司表示,它将公布关于第三次注射效果的更明确数据,并计划在8月份向美国食品和药物管理局申请加强注射的紧急使用授权。</p><p>辉瑞指出,上个月公布的初步数据显示,两剂疫苗产生了针对Delta变体的抗体滴度,但该公司表示,疫苗效力在接种6个月后出现下降。</p><p>以色列卫生部本周的一项研究表明,BioNTech/辉瑞疫苗在预防Delta病毒引起的严重疾病和住院治疗方面的有效性为93%,但在防止感染该病毒变体方面的有效性仅为64%。</p><p>而Moderna(MRNA.US)和<a href=\"https://laohu8.com/S/JNJ\">强生</a>(JNJ.US)均表示,早期数据显示,他们的疫苗产生了针对Delta的抗体。</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\" 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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辉瑞(PFE.US)和BioNTech(BNTX.US)计划在8月份试验针对Delta异株疫苗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 21:33 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/511262.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,辉瑞(PFE.US)和BioNTech(BNTX.US)正准备下个月开始针对Delta异株的Covid-19疫苗的临床试验,因为人们担心现有的疫苗对这种在全球大部分地区传播的毒株提供的保护不足。辉瑞周四表示,制药商正在开发现有疫苗的更新版本,将使用Delta异株的序列来生产。辉瑞和BioNTech正与美国药品监管机构进行讨论,以敲定它们的临床试验计划,预计将在8月开始研究。这...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/511262.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/e559c5a8390713a5a8d4b07a2667368d","relate_stocks":{"PFE":"辉瑞"},"source_url":"http://www.zhitongcaijing.com/content/detail/511262.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150377552","content_text":"智通财经APP获悉,辉瑞(PFE.US)和BioNTech(BNTX.US)正准备下个月开始针对Delta异株的Covid-19疫苗的临床试验,因为人们担心现有的疫苗对这种在全球大部分地区传播的毒株提供的保护不足。辉瑞周四表示,制药商正在开发现有疫苗的更新版本,将使用Delta异株的序列来生产。辉瑞和BioNTech正与美国药品监管机构进行讨论,以敲定它们的临床试验计划,预计将在8月开始研究。这两家公司将率先研发针对Delta异株的疫苗,这表明这种高度传染性的毒株可能能够逃避现有的疫苗,需要采取新的措施来应对它。美国疾病控制与预防中心数据显示,Delta异株目前是美国的主要毒株,同时占英国新冠病毒病例的90%以上。辉瑞重申,在两针疫苗的第二针之后的6至12个月,需要第三针疫苗,以增强对新变种的免疫力。该公司表示,它将公布关于第三次注射效果的更明确数据,并计划在8月份向美国食品和药物管理局申请加强注射的紧急使用授权。辉瑞指出,上个月公布的初步数据显示,两剂疫苗产生了针对Delta变体的抗体滴度,但该公司表示,疫苗效力在接种6个月后出现下降。以色列卫生部本周的一项研究表明,BioNTech/辉瑞疫苗在预防Delta病毒引起的严重疾病和住院治疗方面的有效性为93%,但在防止感染该病毒变体方面的有效性仅为64%。而Moderna(MRNA.US)和强生(JNJ.US)均表示,早期数据显示,他们的疫苗产生了针对Delta的抗体。","news_type":1,"symbols_score_info":{"PFE":1}},"isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156806491,"gmtCreate":1625207386913,"gmtModify":1633942530457,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567856328974744","idStr":"3567856328974744"},"themes":[],"title":"","htmlText":"敢敢加仓","listText":"敢敢加仓","text":"敢敢加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156806491","repostId":"1190839016","repostType":4,"isVote":1,"tweetType":1,"viewCount":3702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153576645,"gmtCreate":1625039703287,"gmtModify":1633945558096,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567856328974744","idStr":"3567856328974744"},"themes":[],"title":"","htmlText":"为什么辉瑞股票最近不能涨!","listText":"为什么辉瑞股票最近不能涨!","text":"为什么辉瑞股票最近不能涨!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/153576645","repostId":"2147894605","repostType":2,"isVote":1,"tweetType":1,"viewCount":4022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159987550,"gmtCreate":1624936296970,"gmtModify":1633946764588,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567856328974744","idStr":"3567856328974744"},"themes":[],"title":"","htmlText":"加仓","listText":"加仓","text":"加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159987550","repostId":"2147855283","repostType":4,"isVote":1,"tweetType":1,"viewCount":3663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123507614,"gmtCreate":1624427907138,"gmtModify":1634006244546,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567856328974744","idStr":"3567856328974744"},"themes":[],"title":"","htmlText":"加仓,辉瑞。","listText":"加仓,辉瑞。","text":"加仓,辉瑞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/123507614","repostId":"2145062155","repostType":2,"isVote":1,"tweetType":1,"viewCount":3486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120360036,"gmtCreate":1624300441625,"gmtModify":1634008162162,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567856328974744","idStr":"3567856328974744"},"themes":[],"title":"","htmlText":"加仓","listText":"加仓","text":"加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/120360036","repostId":"2145170778","repostType":4,"repost":{"id":"2145170778","kind":"highlight","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","h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10:46","market":"hk","language":"zh","title":"美联储政策转向在即,这是五种应对方式","url":"https://stock-news.laohu8.com/highlight/detail?id=2145170778","media":"Wind万得","summary":"美联储政策制定者上周暗示,加息或比预期更快到来,这让很多投资者感到意外。投资者担心,美联储的政策转向将打击脆弱的经济复苏,并对风险资产价格造成伤害。分析师建议,尽管美联储的政策“掉头”不会突然出现,但投资者仍需将五个应对方式牢记于心。美联储的政策转变证实,经济正从周期的早期阶段走向中期。","content":"<p>美联储政策制定者上周暗示,加息或比预期更快到来,这让很多投资者感到意外。</p>\n<p>广告美股市场闻讯下跌:标普500指数过去一周下跌1.9%,至4166.45点,创下2月份以来的最大跌幅;道琼斯工业股票平均价格指数下跌1189.52点,跌幅3.4%,至33290.08点,创下2020年10月以来的最大单周跌幅。</p>\n<p>投资者担心,美联储的政策转向将打击脆弱的经济复苏,并对风险资产价格造成伤害。分析师建议,尽管美联储的政策“掉头”不会突然出现,但投资者仍需将五个应对方式牢记于心。</p>\n<p><b>1、注重上市公司质量</b></p>\n<p>美联储的政策转变证实,经济正从周期的早期阶段走向中期。在早期阶段,迅猛增长是常态,而这有利于更多的投机性股票。约翰汉考克投资管理公司(John Hancock investment Management)的联席首席投资策略师艾米丽•罗兰(Emily Roland)表示,而当前的周期转变意味着,现在是时候看好股市的优质股了。</p>\n<p>具体来看,罗兰指出,投资者更应关注那些具有利润率更高、资产负债表强劲、自由现金流良好和股本回报率更高等特点的公司。而其中,优质股与技术板块的叠加领域尤其受分析师青睐,罗兰指出:“技术是与优质股重叠最多的领域,能够经受住更温和的增长环境。”</p>\n<p><b>2、重新开放</b></p>\n<p>在Cambiar Investors投资组合经理布莱恩•巴里斯(Brian Barish)看来,美联储上周最大的收获是承认,极端的宽松货币政策需要相对较快地结束,这是个好消息。</p>\n<p>巴里斯说:“很多人都认为美联储采取了某种鲁莽的姿态。”“它的政策与另一场金融危机式的衰退相一致。出乎意料的是,事实并非如此。”</p>\n<p>不过,尽管现在是缩减刺激措施的时候了,但更激进的美联储也让投资者感到紧张,因为有可能出现导致下一次衰退的政策错误。</p>\n<p>在这一背景下,巴里斯认为重新开放相关的领域将继续具备优势。具体来看,巴里斯看好Uber等打车软件,以及餐饮及零售连锁店。</p>\n<p>新奥尔良Villere & Co.投资组合经理桑迪•维莱尔(Sandy Villere)也认为,保持重新开放的头寸是有意义的,因为美联储加息的预期仍是在遥远的将来。“如果利率在2023年底之前都保持在低水平,那么低利率仍然需要很长一段时间,我短期内不会兑现。”</p>\n<p><b>3、小心高泡沫领域</b></p>\n<p>约翰汉考克投资管理公司策略师罗兰指出,美联储周三发出了令人困惑的复杂信号。一方面,它明确表示,最近的通胀飙升是暂时的。这是有道理的,因为通胀飙升很大程度上与供应链短缺有关。最近通货膨胀率的急剧上升也有点像海市蜃楼,因为这种比较是基于一年前疫情最严重时期暂时抑制价格。</p>\n<p>但另一方面,美联储提前了加息的时间表。罗兰指出“如果他们相信通胀是暂时的,为什么他们要提高加息预期?一种理论是,美联储担心市场投机过度。”</p>\n<p>美联储创造的过剩流动性和美国政府的财政支出,显然助长了投机领域。因此,美联储可能会对抑制导致比特币,以及GameStop和AMC等散户热门股大涨的投机行为感兴趣。</p>\n<p><b>4、削减房地产、能源和材料类股</b></p>\n<p>对普信集团(T. Rowe Price)多资产部门的资本市场策略师蒂姆•默里(Tim Murray)来说,上周美联储得到的最大启示是,它对通胀越来越警惕。他表示:“美联储不再处于自动驾驶模式。”</p>\n<p>这对那些从通胀中受益最大的市场领域来说是个坏消息。这意味着那些拥有随着通货膨胀而升值的房地产、能源和材料等实物资产的公司将受到打击。但默里认为,美联储不会为了应对通胀而扼杀经济增长。因此,工业类等其他周期性股票还有生命力。</p>\n<p><b>5、无需担心缩减恐慌</b></p>\n<p>紧缩计划已经提上日程,很可能在今年年底开始实施。在过去,这导致了标普500指数、纳斯达克综合指数和道琼斯工业平均指数的大规模抛售,即所谓的缩减恐慌(taper tantrums)。</p>\n<p>“缩减恐慌可能不会发生,”默里说。“2013年,投资者没有预料到会发生这种情况,而这一次,美联储一直在让所有人做好准备。”</p>\n<p>但同时,分析师也提示投资者不要回到成长股领域。纳斯达克综合指数下跌0.3%,至14030.38点,是上周唯一相对未受影响的主要股指。10年期美债收益率较低,在短期内对成长股有利,但美联储最终将开始加息,可能会对该领域估值造成打击。MKM Partners首席经济学家迈克尔•达尔达(Michael Darda)表示:“成长型股票仍需要一切正常,才能维持目前的估值水平。”</p>","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>美联储政策转向在即,这是五种应对方式</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; 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}\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美联储政策转向在即,这是五种应对方式\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-06-21 10:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美联储政策制定者上周暗示,加息或比预期更快到来,这让很多投资者感到意外。</p>\n<p>广告美股市场闻讯下跌:标普500指数过去一周下跌1.9%,至4166.45点,创下2月份以来的最大跌幅;道琼斯工业股票平均价格指数下跌1189.52点,跌幅3.4%,至33290.08点,创下2020年10月以来的最大单周跌幅。</p>\n<p>投资者担心,美联储的政策转向将打击脆弱的经济复苏,并对风险资产价格造成伤害。分析师建议,尽管美联储的政策“掉头”不会突然出现,但投资者仍需将五个应对方式牢记于心。</p>\n<p><b>1、注重上市公司质量</b></p>\n<p>美联储的政策转变证实,经济正从周期的早期阶段走向中期。在早期阶段,迅猛增长是常态,而这有利于更多的投机性股票。约翰汉考克投资管理公司(John Hancock investment Management)的联席首席投资策略师艾米丽•罗兰(Emily Roland)表示,而当前的周期转变意味着,现在是时候看好股市的优质股了。</p>\n<p>具体来看,罗兰指出,投资者更应关注那些具有利润率更高、资产负债表强劲、自由现金流良好和股本回报率更高等特点的公司。而其中,优质股与技术板块的叠加领域尤其受分析师青睐,罗兰指出:“技术是与优质股重叠最多的领域,能够经受住更温和的增长环境。”</p>\n<p><b>2、重新开放</b></p>\n<p>在Cambiar Investors投资组合经理布莱恩•巴里斯(Brian Barish)看来,美联储上周最大的收获是承认,极端的宽松货币政策需要相对较快地结束,这是个好消息。</p>\n<p>巴里斯说:“很多人都认为美联储采取了某种鲁莽的姿态。”“它的政策与另一场金融危机式的衰退相一致。出乎意料的是,事实并非如此。”</p>\n<p>不过,尽管现在是缩减刺激措施的时候了,但更激进的美联储也让投资者感到紧张,因为有可能出现导致下一次衰退的政策错误。</p>\n<p>在这一背景下,巴里斯认为重新开放相关的领域将继续具备优势。具体来看,巴里斯看好Uber等打车软件,以及餐饮及零售连锁店。</p>\n<p>新奥尔良Villere & Co.投资组合经理桑迪•维莱尔(Sandy Villere)也认为,保持重新开放的头寸是有意义的,因为美联储加息的预期仍是在遥远的将来。“如果利率在2023年底之前都保持在低水平,那么低利率仍然需要很长一段时间,我短期内不会兑现。”</p>\n<p><b>3、小心高泡沫领域</b></p>\n<p>约翰汉考克投资管理公司策略师罗兰指出,美联储周三发出了令人困惑的复杂信号。一方面,它明确表示,最近的通胀飙升是暂时的。这是有道理的,因为通胀飙升很大程度上与供应链短缺有关。最近通货膨胀率的急剧上升也有点像海市蜃楼,因为这种比较是基于一年前疫情最严重时期暂时抑制价格。</p>\n<p>但另一方面,美联储提前了加息的时间表。罗兰指出“如果他们相信通胀是暂时的,为什么他们要提高加息预期?一种理论是,美联储担心市场投机过度。”</p>\n<p>美联储创造的过剩流动性和美国政府的财政支出,显然助长了投机领域。因此,美联储可能会对抑制导致比特币,以及GameStop和AMC等散户热门股大涨的投机行为感兴趣。</p>\n<p><b>4、削减房地产、能源和材料类股</b></p>\n<p>对普信集团(T. Rowe Price)多资产部门的资本市场策略师蒂姆•默里(Tim Murray)来说,上周美联储得到的最大启示是,它对通胀越来越警惕。他表示:“美联储不再处于自动驾驶模式。”</p>\n<p>这对那些从通胀中受益最大的市场领域来说是个坏消息。这意味着那些拥有随着通货膨胀而升值的房地产、能源和材料等实物资产的公司将受到打击。但默里认为,美联储不会为了应对通胀而扼杀经济增长。因此,工业类等其他周期性股票还有生命力。</p>\n<p><b>5、无需担心缩减恐慌</b></p>\n<p>紧缩计划已经提上日程,很可能在今年年底开始实施。在过去,这导致了标普500指数、纳斯达克综合指数和道琼斯工业平均指数的大规模抛售,即所谓的缩减恐慌(taper tantrums)。</p>\n<p>“缩减恐慌可能不会发生,”默里说。“2013年,投资者没有预料到会发生这种情况,而这一次,美联储一直在让所有人做好准备。”</p>\n<p>但同时,分析师也提示投资者不要回到成长股领域。纳斯达克综合指数下跌0.3%,至14030.38点,是上周唯一相对未受影响的主要股指。10年期美债收益率较低,在短期内对成长股有利,但美联储最终将开始加息,可能会对该领域估值造成打击。MKM Partners首席经济学家迈克尔•达尔达(Michael Darda)表示:“成长型股票仍需要一切正常,才能维持目前的估值水平。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/211b73624a3397dc62c448ac2ccbb4c7","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","SPXU":"三倍做空标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","DOG":"道指ETF-ProShares做空","SH":"做空标普500-Proshares","DJX":"1/100道琼斯","DDM":"2倍做多道指ETF-ProShares","OEX":"标普100","SPY":"标普500ETF","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares",".DJI":"道琼斯","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145170778","content_text":"美联储政策制定者上周暗示,加息或比预期更快到来,这让很多投资者感到意外。\n广告美股市场闻讯下跌:标普500指数过去一周下跌1.9%,至4166.45点,创下2月份以来的最大跌幅;道琼斯工业股票平均价格指数下跌1189.52点,跌幅3.4%,至33290.08点,创下2020年10月以来的最大单周跌幅。\n投资者担心,美联储的政策转向将打击脆弱的经济复苏,并对风险资产价格造成伤害。分析师建议,尽管美联储的政策“掉头”不会突然出现,但投资者仍需将五个应对方式牢记于心。\n1、注重上市公司质量\n美联储的政策转变证实,经济正从周期的早期阶段走向中期。在早期阶段,迅猛增长是常态,而这有利于更多的投机性股票。约翰汉考克投资管理公司(John Hancock investment Management)的联席首席投资策略师艾米丽•罗兰(Emily Roland)表示,而当前的周期转变意味着,现在是时候看好股市的优质股了。\n具体来看,罗兰指出,投资者更应关注那些具有利润率更高、资产负债表强劲、自由现金流良好和股本回报率更高等特点的公司。而其中,优质股与技术板块的叠加领域尤其受分析师青睐,罗兰指出:“技术是与优质股重叠最多的领域,能够经受住更温和的增长环境。”\n2、重新开放\n在Cambiar Investors投资组合经理布莱恩•巴里斯(Brian Barish)看来,美联储上周最大的收获是承认,极端的宽松货币政策需要相对较快地结束,这是个好消息。\n巴里斯说:“很多人都认为美联储采取了某种鲁莽的姿态。”“它的政策与另一场金融危机式的衰退相一致。出乎意料的是,事实并非如此。”\n不过,尽管现在是缩减刺激措施的时候了,但更激进的美联储也让投资者感到紧张,因为有可能出现导致下一次衰退的政策错误。\n在这一背景下,巴里斯认为重新开放相关的领域将继续具备优势。具体来看,巴里斯看好Uber等打车软件,以及餐饮及零售连锁店。\n新奥尔良Villere & Co.投资组合经理桑迪•维莱尔(Sandy Villere)也认为,保持重新开放的头寸是有意义的,因为美联储加息的预期仍是在遥远的将来。“如果利率在2023年底之前都保持在低水平,那么低利率仍然需要很长一段时间,我短期内不会兑现。”\n3、小心高泡沫领域\n约翰汉考克投资管理公司策略师罗兰指出,美联储周三发出了令人困惑的复杂信号。一方面,它明确表示,最近的通胀飙升是暂时的。这是有道理的,因为通胀飙升很大程度上与供应链短缺有关。最近通货膨胀率的急剧上升也有点像海市蜃楼,因为这种比较是基于一年前疫情最严重时期暂时抑制价格。\n但另一方面,美联储提前了加息的时间表。罗兰指出“如果他们相信通胀是暂时的,为什么他们要提高加息预期?一种理论是,美联储担心市场投机过度。”\n美联储创造的过剩流动性和美国政府的财政支出,显然助长了投机领域。因此,美联储可能会对抑制导致比特币,以及GameStop和AMC等散户热门股大涨的投机行为感兴趣。\n4、削减房地产、能源和材料类股\n对普信集团(T. Rowe Price)多资产部门的资本市场策略师蒂姆•默里(Tim Murray)来说,上周美联储得到的最大启示是,它对通胀越来越警惕。他表示:“美联储不再处于自动驾驶模式。”\n这对那些从通胀中受益最大的市场领域来说是个坏消息。这意味着那些拥有随着通货膨胀而升值的房地产、能源和材料等实物资产的公司将受到打击。但默里认为,美联储不会为了应对通胀而扼杀经济增长。因此,工业类等其他周期性股票还有生命力。\n5、无需担心缩减恐慌\n紧缩计划已经提上日程,很可能在今年年底开始实施。在过去,这导致了标普500指数、纳斯达克综合指数和道琼斯工业平均指数的大规模抛售,即所谓的缩减恐慌(taper tantrums)。\n“缩减恐慌可能不会发生,”默里说。“2013年,投资者没有预料到会发生这种情况,而这一次,美联储一直在让所有人做好准备。”\n但同时,分析师也提示投资者不要回到成长股领域。纳斯达克综合指数下跌0.3%,至14030.38点,是上周唯一相对未受影响的主要股指。10年期美债收益率较低,在短期内对成长股有利,但美联储最终将开始加息,可能会对该领域估值造成打击。MKM Partners首席经济学家迈克尔•达尔达(Michael Darda)表示:“成长型股票仍需要一切正常,才能维持目前的估值水平。”","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDS":0.9,"TQQQ":0.9,"PSQ":0.9,"SPXU":0.9,"SH":0.9,"MNQmain":0.9,"DXD":0.9,".SPX":0.9,".DJI":0.9,"QID":0.9,"SPY":0.9,".IXIC":0.9,"QLD":0.9,"QQQ":0.9,"ESmain":0.9,"DDM":0.9,"NQmain":0.9,"SQQQ":0.9,"UPRO":0.9,"SSO":0.9,"OEX":0.9,"DOG":0.9,"UDOW":0.9,"DJX":0.9,"IVV":0.9,"SDOW":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":2815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167543569,"gmtCreate":1624279387051,"gmtModify":1634008518172,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567856328974744","idStr":"3567856328974744"},"themes":[],"title":"","htmlText":"PFE 加仓","listText":"PFE 加仓","text":"PFE 加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167543569","repostId":"2145086044","repostType":2,"repost":{"id":"2145086044","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1624263746,"share":"https://www.laohu8.com/m/news/2145086044?lang=zh_CN&edition=full","pubTime":"2021-06-21 16:22","market":"hk","language":"en","title":"5 Stocks To Watch For June 21, 2021<blockquote>2021年6月21日值得关注的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2145086044","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括:</blockquote></p><p> <ul> <li><b>Amazon.com, Inc. </b> (NASDAQ:AMZN) will remain in focus with the company’s two-day Prime shopping event beginning today. Amazon Prime Day was first observed on July 15, 2015, in celebration of the company’s 20th anniversary. Amazon shares slipped 0.1% to settle at $3,486.90 on Friday.</li> <li><b>Pfizer Inc </b>(NYSE:PFE) COVID-19 vaccine received provisional approval for use in the age group 12 to 15 from New Zealand's medical regulator, Stuff reported. Pfizer shares fell 0.3% to close at $38.70 on Friday.</li> <li><b>Orphazyme A S ADR </b>(NASDAQ:ORPH) shares dipped around 50% on Friday after the company announced it received a Complete Response Letter from the FDA for its treatment for Niemann-Pick Disease Type C and also cut its FY2021 outlook. Orphazyme shares tumbled 49.7% to close at $7.33 on Friday.</li> <li><b>Globus Maritime Ltd </b>(NASDAQ:GLBS) reported total comprehensive loss of $0.8 million for the first quarter, compared to $9 million loss in the year-ago period. Its voyage revenues surged to $5.2 million from $2.3 million. Globus Maritime shares gained 0.8% to close at $5.06 on Friday.</li> <li><b>Beigene Ltd </b>(NASDAQ:BGNE) disclosed that BRUKINSA received an approval from the China National Medical Products Administration for the treatment of adult patients with relapsed or refractory Waldenström’s macroglobulinemia. Beigene shares dropped 2.2% to settle at $321.81 on Friday.</li> </ul></p><p><blockquote><ul><li><b>亚马逊公司。</b>(纳斯达克:AMZN)将继续成为该公司今天开始的为期两天的Prime购物活动的焦点。亚马逊Prime Day于2015年7月15日首次庆祝,以庆祝公司成立20周年。周五,亚马逊股价下跌0.1%,收于3,486.90美元。</li><li><b>辉瑞公司</b>据Stuff报道,(纽约证券交易所代码:PFE)新冠肺炎疫苗获得了新西兰医疗监管机构的临时批准,可用于12至15岁年龄组。辉瑞股价周五下跌0.3%,收于38.70美元。</li><li><b>Orphazyme A S ADR</b>(纳斯达克股票代码:ORPH)周五股价下跌约50%,此前该公司宣布收到FDA对其治疗C型尼曼-皮克病的完整回复信,并下调了2021财年的预期。Orphazyme股价周五暴跌49.7%,收于7.33美元。</li><li><b>环球海事有限公司</b>(纳斯达克:GLBS)报告第一季度综合亏损总额为80万美元,而去年同期亏损为900万美元。其航次收入从230万美元飙升至520万美元。Globus Maritime股价周五上涨0.8%,收于5.06美元。</li><li><b>百济神州有限公司</b>(纳斯达克:BGNE)披露,BRUKINSA获得国家药品监督管理局批准,用于治疗复发性或难治性华氏巨球蛋白血症成人患者。百济神州股价周五下跌2.2%,收于321.81美元。</li></ul></blockquote></p><p></p>","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>5 Stocks To Watch For June 21, 2021<blockquote>2021年6月21日值得关注的5只股票</blockquote></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; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\n5 Stocks To Watch For June 21, 2021<blockquote>2021年6月21日值得关注的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-06-21 16:22</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括:</blockquote></p><p> <ul> <li><b>Amazon.com, Inc. </b> (NASDAQ:AMZN) will remain in focus with the company’s two-day Prime shopping event beginning today. Amazon Prime Day was first observed on July 15, 2015, in celebration of the company’s 20th anniversary. Amazon shares slipped 0.1% to settle at $3,486.90 on Friday.</li> <li><b>Pfizer Inc </b>(NYSE:PFE) COVID-19 vaccine received provisional approval for use in the age group 12 to 15 from New Zealand's medical regulator, Stuff reported. Pfizer shares fell 0.3% to close at $38.70 on Friday.</li> <li><b>Orphazyme A S ADR </b>(NASDAQ:ORPH) shares dipped around 50% on Friday after the company announced it received a Complete Response Letter from the FDA for its treatment for Niemann-Pick Disease Type C and also cut its FY2021 outlook. Orphazyme shares tumbled 49.7% to close at $7.33 on Friday.</li> <li><b>Globus Maritime Ltd </b>(NASDAQ:GLBS) reported total comprehensive loss of $0.8 million for the first quarter, compared to $9 million loss in the year-ago period. Its voyage revenues surged to $5.2 million from $2.3 million. Globus Maritime shares gained 0.8% to close at $5.06 on Friday.</li> <li><b>Beigene Ltd </b>(NASDAQ:BGNE) disclosed that BRUKINSA received an approval from the China National Medical Products Administration for the treatment of adult patients with relapsed or refractory Waldenström’s macroglobulinemia. Beigene shares dropped 2.2% to settle at $321.81 on Friday.</li> </ul></p><p><blockquote><ul><li><b>亚马逊公司。</b>(纳斯达克:AMZN)将继续成为该公司今天开始的为期两天的Prime购物活动的焦点。亚马逊Prime Day于2015年7月15日首次庆祝,以庆祝公司成立20周年。周五,亚马逊股价下跌0.1%,收于3,486.90美元。</li><li><b>辉瑞公司</b>据Stuff报道,(纽约证券交易所代码:PFE)新冠肺炎疫苗获得了新西兰医疗监管机构的临时批准,可用于12至15岁年龄组。辉瑞股价周五下跌0.3%,收于38.70美元。</li><li><b>Orphazyme A S ADR</b>(纳斯达克股票代码:ORPH)周五股价下跌约50%,此前该公司宣布收到FDA对其治疗C型尼曼-皮克病的完整回复信,并下调了2021财年的预期。Orphazyme股价周五暴跌49.7%,收于7.33美元。</li><li><b>环球海事有限公司</b>(纳斯达克:GLBS)报告第一季度综合亏损总额为80万美元,而去年同期亏损为900万美元。其航次收入从230万美元飙升至520万美元。Globus Maritime股价周五上涨0.8%,收于5.06美元。</li><li><b>百济神州有限公司</b>(纳斯达克:BGNE)披露,BRUKINSA获得国家药品监督管理局批准,用于治疗复发性或难治性华氏巨球蛋白血症成人患者。百济神州股价周五下跌2.2%,收于321.81美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","AMZN":"亚马逊","09086":"华夏纳指-U","GLBS":"Globus Maritime Limited","PFE":"辉瑞","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145086044","content_text":"Some of the stocks that may grab investor focus today are:\n\nAmazon.com, Inc. (NASDAQ:AMZN) will remain in focus with the company’s two-day Prime shopping event beginning today. Amazon Prime Day was first observed on July 15, 2015, in celebration of the company’s 20th anniversary. Amazon shares slipped 0.1% to settle at $3,486.90 on Friday.\nPfizer Inc (NYSE:PFE) COVID-19 vaccine received provisional approval for use in the age group 12 to 15 from New Zealand's medical regulator, Stuff reported. Pfizer shares fell 0.3% to close at $38.70 on Friday.\nOrphazyme A S ADR (NASDAQ:ORPH) shares dipped around 50% on Friday after the company announced it received a Complete Response Letter from the FDA for its treatment for Niemann-Pick Disease Type C and also cut its FY2021 outlook. Orphazyme shares tumbled 49.7% to close at $7.33 on Friday.\nGlobus Maritime Ltd (NASDAQ:GLBS) reported total comprehensive loss of $0.8 million for the first quarter, compared to $9 million loss in the year-ago period. Its voyage revenues surged to $5.2 million from $2.3 million. Globus Maritime shares gained 0.8% to close at $5.06 on Friday.\nBeigene Ltd (NASDAQ:BGNE) disclosed that BRUKINSA received an approval from the China National Medical Products Administration for the treatment of adult patients with relapsed or refractory Waldenström’s macroglobulinemia. Beigene shares dropped 2.2% to settle at $321.81 on Friday.","news_type":1,"symbols_score_info":{"GLBS":0.9,"PFE":0.9,"AMZN":0.9,"09086":0.9,"ORPH":0.9,"BGNE":0.9,"03086":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":3484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167367006,"gmtCreate":1624248014505,"gmtModify":1634008915198,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567856328974744","idStr":"3567856328974744"},"themes":[],"title":"","htmlText":"加仓","listText":"加仓","text":"加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167367006","repostId":"2145704430","repostType":4,"isVote":1,"tweetType":1,"viewCount":2965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}