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- Xy9819Xy9819
  ·2025-06-02
  高盛反买别墅靠海
  高盛：夏季，美股“七巨头”将重现辉煌！
  超级大型科技股将充当“防御性增长代理”。
  高盛：夏季，美股“七巨头”将重现辉煌！
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- Xy9819Xy9819
  ·2025-02-26
  $恒生指数(HSI)$ 跌是一定的
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20:18","market":"us","language":"zh","title":"高盛：夏季，美股“七巨头”将重现辉煌！","url":"https://stock-news.laohu8.com/highlight/detail?id=1131867280","media":"智通财经网","summary":"超级大型科技股将充当“防御性增长代理”。","content":"<html><head></head><body><p>高盛于5月31日发布的市场洞察文章指出：<strong>随着我们正式进入夏季，我正在关注“七巨头”开始跑赢大盘。超级大型科技股将充当“防御性增长代理”，这正是投资者在未来高度不确定时期所需要的。</strong></p><p><strong>大型科技公司的盈利表现依然非常出色——七巨头刚刚发布了自 2023 年第三季度以来最佳的季度正向每股收益。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18be9c59775bafbbf276eea83f5400f7\" title=\"\" tg-width=\"497\" tg-height=\"391\"/></p><p style=\"text-align: justify;\">人工智能利好开始重新显现——公共云增长加速——微软 Azure 领先，接下来是亚马逊 AWS？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30eef198852102ac2e2e1d0c25b1071d\" title=\"\" tg-width=\"712\" tg-height=\"519\"/></p><p style=\"text-align: justify;\">持续的经济增长和美联储按兵不动应保持收益率高位，支持投资者偏好拥有强劲资产负债表、能抵御利率上升压力的公司。META、NFLX、TSLA、GOOGL、NVDA和MSFT均为我们强劲资产负债表篮子(GSTHSBAL指数)成员。</p><p style=\"text-align: justify;\">据高盛私人银行上周数据显示，美国股市连续第四周实现净买入(1年期+1.5 标准差)，主要由多头买入推动，空头流动相对较弱。上周美国名义多头买入——以个股为主——为去年 11月以来最大(5 年内第 97 百分位)，显示对冲基金对承担特定风险的兴趣增加……</p><p style=\"text-align: justify;\">对冲基金连续第三周净买入美国信息技术股票，上周每个交易日均有买入，受风险偏好推动，买入多头超过卖空(1.6 比 1)。值得注意的是，(1)美国信息技术板块近期的买入潮是在此前 12 周中有 10 周净卖出的背景下发生的:(2)上周该板块的名义多头买入规模为十多年来最大(+1.6标准分)，显示情绪出现积极转变。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03b160c6956067c696cfc8124c0ba229\" title=\"\" tg-width=\"453\" tg-height=\"365\"/></p><p style=\"text-align: justify;\">在美国信息技术板块中，几乎所有子行业本周均实现净买入，半导体及半导体设备领涨，科技硬件、存储及外围设备次之，均由多头买入推动。另一方面，软件板块本周则出现适度净卖出，主要因空头卖出超过多头买入。从敞口角度看，信息技术的总敞口和净敞口(占美国总持仓比例)现分别为 17.9%(1年百分位 46,5 年百分位 34)和 16.6%(1年百分位 33，5 年百分位 13)。尽管上周科技对冲基金大幅买入，但对&#34;Mag7&#34;的敞口仍处于5年以上的低点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecbd912cb3b261f29cfeb447ccb4fce2\" title=\"\" tg-width=\"628\" tg-height=\"412\"/></p><p style=\"text-align: left;\">轻度高频和中频持仓是真实的利好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd4f463ea9d48863b5832cf1218e6e63\" title=\"\" tg-width=\"537\" tg-height=\"393\"/></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\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛：夏季，美股“七巨头”将重现辉煌！</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛：夏季，美股“七巨头”将重现辉煌！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-02 20:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1300265.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛于5月31日发布的市场洞察文章指出：随着我们正式进入夏季，我正在关注“七巨头”开始跑赢大盘。超级大型科技股将充当“防御性增长代理”，这正是投资者在未来高度不确定时期所需要的。大型科技公司的盈利表现依然非常出色——七巨头刚刚发布了自 2023 年第三季度以来最佳的季度正向每股收益。人工智能利好开始重新显现——公共云增长加速——微软 Azure 领先，接下来是亚马逊 AWS？持续的经济增长和美联储...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1300265.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/da1844438e5d648a81b70258645b0469","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果","NFLX":"奈飞"},"source_url":"https://www.zhitongcaijing.com/content/detail/1300265.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1131867280","content_text":"高盛于5月31日发布的市场洞察文章指出：随着我们正式进入夏季，我正在关注“七巨头”开始跑赢大盘。超级大型科技股将充当“防御性增长代理”，这正是投资者在未来高度不确定时期所需要的。大型科技公司的盈利表现依然非常出色——七巨头刚刚发布了自 2023 年第三季度以来最佳的季度正向每股收益。人工智能利好开始重新显现——公共云增长加速——微软 Azure 领先，接下来是亚马逊 AWS？持续的经济增长和美联储按兵不动应保持收益率高位，支持投资者偏好拥有强劲资产负债表、能抵御利率上升压力的公司。META、NFLX、TSLA、GOOGL、NVDA和MSFT均为我们强劲资产负债表篮子(GSTHSBAL指数)成员。据高盛私人银行上周数据显示，美国股市连续第四周实现净买入(1年期+1.5 标准差)，主要由多头买入推动，空头流动相对较弱。上周美国名义多头买入——以个股为主——为去年 11月以来最大(5 年内第 97 百分位)，显示对冲基金对承担特定风险的兴趣增加……对冲基金连续第三周净买入美国信息技术股票，上周每个交易日均有买入，受风险偏好推动，买入多头超过卖空(1.6 比 1)。值得注意的是，(1)美国信息技术板块近期的买入潮是在此前 12 周中有 10 周净卖出的背景下发生的:(2)上周该板块的名义多头买入规模为十多年来最大(+1.6标准分)，显示情绪出现积极转变。在美国信息技术板块中，几乎所有子行业本周均实现净买入，半导体及半导体设备领涨，科技硬件、存储及外围设备次之，均由多头买入推动。另一方面，软件板块本周则出现适度净卖出，主要因空头卖出超过多头买入。从敞口角度看，信息技术的总敞口和净敞口(占美国总持仓比例)现分别为 17.9%(1年百分位 46,5 年百分位 34)和 16.6%(1年百分位 33，5 年百分位 13)。尽管上周科技对冲基金大幅买入，但对\"Mag7\"的敞口仍处于5年以上的低点。轻度高频和中频持仓是真实的利好。","news_type":1,"symbols_score_info":{"TSLA":1.1,"AAPL":1.1,"NFLX":1.1}},"isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407721400852528,"gmtCreate":1740556172486,"gmtModify":1740556463691,"author":{"id":"4203554819466372","authorId":"4203554819466372","name":"Xy9819","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4203554819466372","idStr":"4203554819466372"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 跌是一定的","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 跌是一定的","text":"$恒生指数(HSI)$ 跌是一定的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407721400852528","isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}