15%在美股一个月的_老虎社区_美港股上老虎

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":260919283441736,"tweetId":"260919283441736","gmtCreate":1704711044962,"gmtModify":1704711046436,"author":{"id":3499653182514427,"authorId":3499653182514427,"authorIdStr":"3499653182514427","name":"m6106918","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>15%在美股一个月的事</p></body></html>","htmlText":"<html><head></head><body><p>15%在美股一个月的事</p></body></html>","text":"15%在美股一个月的事","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/260919283441736","repostId":1124083956,"repostType":4,"repost":{"id":"1124083956","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1704695714,"share":"https://www.laohu8.com/m/news/1124083956?lang=&edition=full","pubTime":"2024-01-08 14:35","market":"hk","language":"zh","title":"瑞银：A股最坏时间已过，看好港股后市","url":"https://stock-news.laohu8.com/highlight/detail?id=1124083956","media":"老虎资讯综合","summary":"企业盈利已开始反弹、政策继续发力，以及投资者信心有望改善。","content":"<html><head></head><body><p>1月8日，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>证券中国股票策略分析师孟磊在瑞银大中华研讨会上指：A股开年以来的下跌是机构抱团瓦解的结果，可以看到机构重仓股下跌，市场热度迁移到高分红。孟磊指，A股最坏时间已过，因企业盈利已开始反弹、政策继续发力，以及投资者信心有望改善。</p><p>A股的企业利润率已于去年第三季触底，瑞银预测，沪深300指数今年每股盈利同比升幅为8%。政策支持方面，孟磊料今年仍有降息降准空间，内房政策亦会加码。</p><p>孟磊续指，过去经验显示，投资者减仓A股的过程一般需时两年多，而投资者对上一次“抱团”看好A股的高峰期，已经要数到2021年中。孟磊相信，投资者仍在等待更多证据出现，才会改变他们对A股的负面判断。但随着企业盈利改善与政策发力，投资者对A股看法的负循环将被打破，届时A股也会迎来拐点。目前市场关注房地产是否有进一步的支持政策，以及两会确定的债务赤字力度等信心修复的观察节点可能在2月或更后的时间点。</p><p>瑞银现阶段先看好价值股，指随着A股市场摆脱弱势，未来将更偏好增长股。</p><p>同场的瑞银全球投资银行大中华区研究部总监连沛堃重申，预测MSCI中国指数今年有15%上升空间，当中有10%由盈利增长推动，5%由估值推升。该行看好港股后市，因外资持仓很低，市盈率仅8倍，且随着美国减息下外资重返中国股市，港股会是第一波受惠。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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瑞银：A股最坏时间已过，看好港股后市\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\">2024-01-08 14:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月8日，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>证券中国股票策略分析师孟磊在瑞银大中华研讨会上指：A股开年以来的下跌是机构抱团瓦解的结果，可以看到机构重仓股下跌，市场热度迁移到高分红。孟磊指，A股最坏时间已过，因企业盈利已开始反弹、政策继续发力，以及投资者信心有望改善。</p><p>A股的企业利润率已于去年第三季触底，瑞银预测，沪深300指数今年每股盈利同比升幅为8%。政策支持方面，孟磊料今年仍有降息降准空间，内房政策亦会加码。</p><p>孟磊续指，过去经验显示，投资者减仓A股的过程一般需时两年多，而投资者对上一次“抱团”看好A股的高峰期，已经要数到2021年中。孟磊相信，投资者仍在等待更多证据出现，才会改变他们对A股的负面判断。但随着企业盈利改善与政策发力，投资者对A股看法的负循环将被打破，届时A股也会迎来拐点。目前市场关注房地产是否有进一步的支持政策，以及两会确定的债务赤字力度等信心修复的观察节点可能在2月或更后的时间点。</p><p>瑞银现阶段先看好价值股，指随着A股市场摆脱弱势，未来将更偏好增长股。</p><p>同场的瑞银全球投资银行大中华区研究部总监连沛堃重申，预测MSCI中国指数今年有15%上升空间，当中有10%由盈利增长推动，5%由估值推升。该行看好港股后市，因外资持仓很低，市盈率仅8倍，且随着美国减息下外资重返中国股市，港股会是第一波受惠。</p></body></html>\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":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124083956","content_text":"1月8日，瑞银证券中国股票策略分析师孟磊在瑞银大中华研讨会上指：A股开年以来的下跌是机构抱团瓦解的结果，可以看到机构重仓股下跌，市场热度迁移到高分红。孟磊指，A股最坏时间已过，因企业盈利已开始反弹、政策继续发力，以及投资者信心有望改善。A股的企业利润率已于去年第三季触底，瑞银预测，沪深300指数今年每股盈利同比升幅为8%。政策支持方面，孟磊料今年仍有降息降准空间，内房政策亦会加码。孟磊续指，过去经验显示，投资者减仓A股的过程一般需时两年多，而投资者对上一次“抱团”看好A股的高峰期，已经要数到2021年中。孟磊相信，投资者仍在等待更多证据出现，才会改变他们对A股的负面判断。但随着企业盈利改善与政策发力，投资者对A股看法的负循环将被打破，届时A股也会迎来拐点。目前市场关注房地产是否有进一步的支持政策，以及两会确定的债务赤字力度等信心修复的观察节点可能在2月或更后的时间点。瑞银现阶段先看好价值股，指随着A股市场摆脱弱势，未来将更偏好增长股。同场的瑞银全球投资银行大中华区研究部总监连沛堃重申，预测MSCI中国指数今年有15%上升空间，当中有10%由盈利增长推动，5%由估值推升。该行看好港股后市，因外资持仓很低，市盈率仅8倍，且随着美国减息下外资重返中国股市，港股会是第一波受惠。","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":19,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":260941073490144,"gmtCreate":1704716370281,"gmtModify":1704716374015,"authorId":3520311914319676,"author":{"id":3520311914319676,"authorId":3520311914319676,"name":"带老鼠","avatar":"https://static.tigerbbs.com/5efff083d92123a9144dd4ce6f0a5537","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":260919283441736,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">15是上涨空间、没说85的下跌空间呢.</span>","text":"<span class=\"s1\">15是上涨空间、没说85的下跌空间呢.</span>","html":"<span class=\"s1\">15是上涨空间、没说85的下跌空间呢.</span>","likeSize":1,"commentSize":1,"subComments":[{"id":266533844500544,"gmtCreate":1706102671895,"gmtModify":1706105286054,"authorId":3499653182514427,"author":{"id":3499653182514427,"authorId":3499653182514427,"name":"m6106918","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":260919283441736,"type":1,"supId":260941073490144,"prevId":0,"content":"在哪赚不到钱都是环境问题是吧，那你还在这开户干啥，有人求着你来么，搞笑","text":"在哪赚不到钱都是环境问题是吧，那你还在这开户干啥，有人求着你来么，搞笑","html":"在哪赚不到钱都是环境问题是吧，那你还在这开户干啥，有人求着你来么，搞笑"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

瑞银：A股最坏时间已过，看好港股后市

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