炒股不挣钱交个朋友的个人主页 - 老虎社区

炒股不挣钱交个朋友

炒股不挣钱交个朋友

跌的时候只考虑买，涨的时候只考虑卖

IP属地：浙江

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炒股不挣钱交个朋友

04-23

Replying to @Royace:现在价格都低到姥姥家了 e t 5//@Royace:蔚来0.54？哪里来的

炒股不挣钱交个朋友

04-07

恩师胡锡进

炒股不挣钱交个朋友

04-03

眼红啊没办法这是必须面对的问题希望这次过去小米可以总结出以后再遇到类似问题的处理办法

炒股不挣钱交个朋友

04-03

20年可以降息救市现在拿什么救呢

炒股不挣钱交个朋友

02-14

笑死了阳历年后第一场分析会刘颖就说港股不会再涨了说什么外部环境太差特朗普对中国会很强硬这些人骨子里就不相信中国人突破困境的能力只能维持10倍的pe 过完春节港股就papapa打他们脸

港股下一步怎么走？大摩：分化将延续，外资仍有增配空间

炒股不挣钱交个朋友

02-13

所以我两倍做多恒科能跑赢绝大多数个股

炒股不挣钱交个朋友

02-06

还是喜欢你唱空的样子盛子你恢复一下

高盛：乐观预期下，MSCI中国指数今年将飙升28%

炒股不挣钱交个朋友

02-05

别急啊

炒股不挣钱交个朋友

2024-12-24

$恒生科技指数(HSTECH)$ 港股今天下午放假操盘手活已经干完了准备坐飞机了行情今天结束了大家也别看了想好晚上去哪吃饭比较好

炒股不挣钱交个朋友

2024-12-24

$小米集团-W(01810)$ 特斯拉能干的小米未来都能干小米能干的特斯拉还真不能不说超越特斯拉的市值能达到一半也不难吧雷总当首富众望所归既符合国家的指导有符合个人奋斗的理想

炒股不挣钱交个朋友

2024-09-28

为每天5万亿成交量做准备

上交所定于9月29日组织开展竞价、综业等平台相关业务测试

炒股不挣钱交个朋友

2024-06-04

$Faraday Future(FFIE)$ 百分之99.5的票都在你们手里真指望贾老板给你们打工啊现在这么便宜如果真能赚钱贾老板自己增持

炒股不挣钱交个朋友

2024-05-17

$Faraday Future(FFIE)$ 几毛钱买的当买币了

炒股不挣钱交个朋友

2024-04-21

但是我觉得还能回调百分之四五十

马斯克回复投资者：特斯拉依然可以做到5倍、10倍增长

炒股不挣钱交个朋友

2022-11-25

$美团-W(03690)$ 社保压力越大美团推无人配送的决心越大以后没有企业帮忙灵活就业了有些人别叫

炒股不挣钱交个朋友

2022-11-25

$小米集团-W(01810)$ 小米高管对于电动车认识太差了第一点汽车不可能最后像手机一样只剩三五个品牌不说别的中国至少五个吧几大国有加上小米华为其它的就算全死那美国至少特斯拉福特能活日韩至少2个吧丰田本田起亚就算死一个欧洲至少3个吧保守估计全球最后也会剩下十几个汽车大玩家其次我觉得小米汽车后年不可能量产他们对于量产的难度认知太低了量产难不难贾老板最有数小米现在设计图都没有就敢说后年量产 24年看着很远可也就13个月大家自己判断能不能量产

炒股不挣钱交个朋友

2022-09-22

指数double的机会来了

恒指跌破18000点，为2011年12月以来首次

炒股不挣钱交个朋友

2022-07-20

完了业务让人看不懂了

阿里设立新一级业务“智能互联”，探索消费者人工智能形态

炒股不挣钱交个朋友

2022-06-08

$叮咚买菜(DDL)$第一季度财报爆炸好，还没上车的建议赶紧上

炒股不挣钱交个朋友

2022-05-20

谁被剔除了？

蔚来盘前涨超6%，其港股获纳入恒生科技指数和综合指数

去老虎APP查看更多动态

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现在拿什么救呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420490395312536","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403390623687280,"gmtCreate":1739502782886,"gmtModify":1739502905867,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"笑死了 阳历年后第一场分析会刘颖就说港股不会再涨了 说什么外部环境太差 特朗普对中国会很强硬 这些人骨子里就不相信中国人突破困境的能力 只能维持10倍的pe 过完春节港股就papapa打他们脸","listText":"笑死了 阳历年后第一场分析会刘颖就说港股不会再涨了 说什么外部环境太差 特朗普对中国会很强硬 这些人骨子里就不相信中国人突破困境的能力 只能维持10倍的pe 过完春节港股就papapa打他们脸","text":"笑死了 阳历年后第一场分析会刘颖就说港股不会再涨了 说什么外部环境太差 特朗普对中国会很强硬 这些人骨子里就不相信中国人突破困境的能力 只能维持10倍的pe 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、刘颖发布报告称，<strong>DeepSeek是中国股市反弹的最大推动因素，到目前为止，南向资金对这波反弹的贡献最大，外国长线投资者的仓位仍然较低，短期内，AI/科技股和非AI/科技股的分化表现可能延续。</strong></p><p>大摩表示，<strong>近期，中国市场尤其是港股表现强劲，DeepSeek是最大推动因素</strong>：</p><blockquote><p>1月13日至2月7日期间，恒生指数上涨了12％，其中恒生科技指数上涨了22％。MSCI中国指数上涨13％，其中MSCI中国IT板块上涨24％。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02cd2b932a4f73bd62e4849aa651dc12\" tg-width=\"941\" tg-height=\"265\"/></p></blockquote><p>但问题在于，<strong>AI/科技股和非AI/科技股的表现分化严重，“表明目前为止缺乏真正的贝塔反弹”</strong>：</p><blockquote><p>调整后的恒生指数（不含恒生科技成分股）在平配基础上表现或持平，市值加权基础上年初至今回报仅为3％，反映出强劲的恒生指数变现主要由AI/科技相关股票推动。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a0c8af18935fc9119bca365f8ce6a818\" tg-width=\"953\" tg-height=\"651\"/></p></blockquote><p>具体来看，大摩指出，<strong>到目前为止，南向资金贡献最大，外国长线投资者仓位较低，仍有增配空间</strong>：</p><blockquote><p>年初至今南向资金净流入强劲，达到170亿美元，主要流向IT和通信服务行业，日均净流入额从2024年的4.2亿美元翻了一番，达到8.81亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c864259ad492e1cc8f86ef77a811504\" tg-width=\"944\" tg-height=\"543\"/></p><p>截至2025年1月31日的数据表明，目前为止全球大型长线投资者仍拥有相当大的相关行业的低配仓位，年初至今其低配仓位进一步增加。</p><p>在经历了长期的有限关注之后，全球投资者开始重新评估中国在科技和AI领域的可投资性。</p></blockquote><p>那么，下一步，中国市场将如何演变？</p><p>大摩表示，<strong>短期内，AI/科技股和非AI/科技股的分化表现可能延续</strong>：</p><blockquote><p>在三月全国人民代表大会召开之前，我们正处于政策真空期，对宏观经济放缓的担忧可能会减少广泛的贝塔投资机会。</p><p>此外，<strong>中国在AI、人形机器人、电动汽车等领域取得的最新突破可能会进一步促使政府政策继续专注于制造业和科技资本支出扩张</strong>，而远离消费刺激。 </p></blockquote></body></html>","source":"wallstreetcn_hot_news","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>港股下一步怎么走？大摩：分化将延续，外资仍有增配空间</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: 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港股下一步怎么走？大摩：分化将延续，外资仍有增配空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-14 10:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3741086><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DeepSeek RI和阿里通义Qwen2.5-Max的发布，成功引发了全球资本市场对中国科技股的重估。1月13日，DeepSeek-R1发布后的第一个交易日，MSCI中国指数和恒生指数触底反弹。2月13日周四，摩根士丹利股票策略师王滢 、刘颖发布报告称，DeepSeek是中国股市反弹的最大推动因素，到目前为止，南向资金对这波反弹的贡献最大，外国长线投资者的仓位仍然较低，短期内，AI/科技股和非...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741086\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b28f1d3f00f2c66dda64d04f0f6b905","relate_stocks":{"LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4588":"碎股","BK4516":"特朗普概念","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4534":"瑞士信贷持仓","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME 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SGD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0971096721.USD":"富达环球金融服务 A","BK4127":"投资银行业与经纪业","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD"},"source_url":"https://wallstreetcn.com/articles/3741086","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511689146","content_text":"DeepSeek RI和阿里通义Qwen2.5-Max的发布，成功引发了全球资本市场对中国科技股的重估。1月13日，DeepSeek-R1发布后的第一个交易日，MSCI中国指数和恒生指数触底反弹。2月13日周四，摩根士丹利股票策略师王滢 、刘颖发布报告称，DeepSeek是中国股市反弹的最大推动因素，到目前为止，南向资金对这波反弹的贡献最大，外国长线投资者的仓位仍然较低，短期内，AI/科技股和非AI/科技股的分化表现可能延续。大摩表示，近期，中国市场尤其是港股表现强劲，DeepSeek是最大推动因素：1月13日至2月7日期间，恒生指数上涨了12％，其中恒生科技指数上涨了22％。MSCI中国指数上涨13％，其中MSCI中国IT板块上涨24％。但问题在于，AI/科技股和非AI/科技股的表现分化严重，“表明目前为止缺乏真正的贝塔反弹”：调整后的恒生指数（不含恒生科技成分股）在平配基础上表现或持平，市值加权基础上年初至今回报仅为3％，反映出强劲的恒生指数变现主要由AI/科技相关股票推动。具体来看，大摩指出，到目前为止，南向资金贡献最大，外国长线投资者仓位较低，仍有增配空间：年初至今南向资金净流入强劲，达到170亿美元，主要流向IT和通信服务行业，日均净流入额从2024年的4.2亿美元翻了一番，达到8.81亿美元。截至2025年1月31日的数据表明，目前为止全球大型长线投资者仍拥有相当大的相关行业的低配仓位，年初至今其低配仓位进一步增加。在经历了长期的有限关注之后，全球投资者开始重新评估中国在科技和AI领域的可投资性。那么，下一步，中国市场将如何演变？大摩表示，短期内，AI/科技股和非AI/科技股的分化表现可能延续：在三月全国人民代表大会召开之前，我们正处于政策真空期，对宏观经济放缓的担忧可能会减少广泛的贝塔投资机会。此外，中国在AI、人形机器人、电动汽车等领域取得的最新突破可能会进一步促使政府政策继续专注于制造业和科技资本支出扩张，而远离消费刺激。","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403093031899504,"gmtCreate":1739430128108,"gmtModify":1739430130334,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"所以我两倍做多恒科 能跑赢绝大多数个股","listText":"所以我两倍做多恒科 能跑赢绝大多数个股","text":"所以我两倍做多恒科 能跑赢绝大多数个股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403093031899504","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400743901999560,"gmtCreate":1738845340532,"gmtModify":1738845342511,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"还是喜欢你唱空的样子 盛子你恢复一下","listText":"还是喜欢你唱空的样子 盛子你恢复一下","text":"还是喜欢你唱空的样子 盛子你恢复一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400743901999560","repostId":"1108360218","repostType":4,"repost":{"id":"1108360218","kind":"news","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":1738839789,"share":"https://www.laohu8.com/m/news/1108360218?lang=&edition=full","pubTime":"2025-02-06 19:03","market":"us","language":"zh","title":"高盛：乐观预期下，MSCI中国指数今年将飙升28%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108360218","media":"老虎资讯综合","summary":"2月6日，MSCI中国指数目前约为66点，高盛发报告预期在中性预期下，该指数今年有14%的涨幅至75点，乐观预期下该涨幅则将飙升28%。高盛指出，如果美国总统特朗普如约对中国课征高达60%的关税，那么MSCI中国指数成份股的业绩将减少21%；但如果中美能够达成协议，那么该指数的市盈率在基准情境下将扩大至12，意味着市值上涨14%。","content":"<html><head></head><body><p>2月6日，MSCI中国指数目前约为66点，高盛发报告预期在中性预期下，该指数今年有14%的涨幅至75点，乐观预期下该涨幅则将飙升28%。高盛看好中国的科技股标的，该行认为，更加光明的增长前景和技术突破将带来巨大的生产力提升，有助于缩小美国与中国科技股或半导体股票之间高达66%的估值差距。这意味着，中国科技股在被重新估值后有20%的收益机会，软科技领域的股票将更加领先市场，整体中国股票市场的增长则可能高达7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cb019ca3d05f20bc34493a53f49c9d2\" tg-width=\"865\" tg-height=\"646\"/></p><p>高盛强调，目前中国的政策周期已经从预期过渡到实施阶段，细节和行动是接下来稳定增长和支持企业盈利的关键要素，并将推动股市进一步上涨。中国的制造业在全球有着不可撼动的优势，其在前沿技术、专利数量、工业集群及人才方面有着丰厚的资源储备，且在电动车、人工智能、5G及6G电信设备领域上且已具备一定规模，进一步稳定了中国资本市场的价值基础。</p><p>除了政策和制造业方面的优势，中国还通过一带一路倡议打开了出口的新市场增长潜能，中亚、西亚、中东都是中国未来商品及服务出口的巨大商机。再加上逐渐被唤醒的内需潜力，过去四年增加的10万亿美元储蓄将有力推动中国的消费和资本市场发展。</p><p>高盛指出，如果美国总统特朗普如约对中国课征高达60%的关税，那么MSCI中国指数成份股的业绩将减少21%；但如果中美能够达成协议，那么该指数的市盈率在基准情境下将扩大至12，意味着市值上涨14%。</p><p></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>高盛：乐观预期下，MSCI中国指数今年将飙升28%</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高盛：乐观预期下，MSCI中国指数今年将飙升28%\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\">2025-02-06 19:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月6日，MSCI中国指数目前约为66点，高盛发报告预期在中性预期下，该指数今年有14%的涨幅至75点，乐观预期下该涨幅则将飙升28%。高盛看好中国的科技股标的，该行认为，更加光明的增长前景和技术突破将带来巨大的生产力提升，有助于缩小美国与中国科技股或半导体股票之间高达66%的估值差距。这意味着，中国科技股在被重新估值后有20%的收益机会，软科技领域的股票将更加领先市场，整体中国股票市场的增长则可能高达7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cb019ca3d05f20bc34493a53f49c9d2\" tg-width=\"865\" tg-height=\"646\"/></p><p>高盛强调，目前中国的政策周期已经从预期过渡到实施阶段，细节和行动是接下来稳定增长和支持企业盈利的关键要素，并将推动股市进一步上涨。中国的制造业在全球有着不可撼动的优势，其在前沿技术、专利数量、工业集群及人才方面有着丰厚的资源储备，且在电动车、人工智能、5G及6G电信设备领域上且已具备一定规模，进一步稳定了中国资本市场的价值基础。</p><p>除了政策和制造业方面的优势，中国还通过一带一路倡议打开了出口的新市场增长潜能，中亚、西亚、中东都是中国未来商品及服务出口的巨大商机。再加上逐渐被唤醒的内需潜力，过去四年增加的10万亿美元储蓄将有力推动中国的消费和资本市场发展。</p><p>高盛指出，如果美国总统特朗普如约对中国课征高达60%的关税，那么MSCI中国指数成份股的业绩将减少21%；但如果中美能够达成协议，那么该指数的市盈率在基准情境下将扩大至12，意味着市值上涨14%。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108360218","content_text":"2月6日，MSCI中国指数目前约为66点，高盛发报告预期在中性预期下，该指数今年有14%的涨幅至75点，乐观预期下该涨幅则将飙升28%。高盛看好中国的科技股标的，该行认为，更加光明的增长前景和技术突破将带来巨大的生产力提升，有助于缩小美国与中国科技股或半导体股票之间高达66%的估值差距。这意味着，中国科技股在被重新估值后有20%的收益机会，软科技领域的股票将更加领先市场，整体中国股票市场的增长则可能高达7%。高盛强调，目前中国的政策周期已经从预期过渡到实施阶段，细节和行动是接下来稳定增长和支持企业盈利的关键要素，并将推动股市进一步上涨。中国的制造业在全球有着不可撼动的优势，其在前沿技术、专利数量、工业集群及人才方面有着丰厚的资源储备，且在电动车、人工智能、5G及6G电信设备领域上且已具备一定规模，进一步稳定了中国资本市场的价值基础。除了政策和制造业方面的优势，中国还通过一带一路倡议打开了出口的新市场增长潜能，中亚、西亚、中东都是中国未来商品及服务出口的巨大商机。再加上逐渐被唤醒的内需潜力，过去四年增加的10万亿美元储蓄将有力推动中国的消费和资本市场发展。高盛指出，如果美国总统特朗普如约对中国课征高达60%的关税，那么MSCI中国指数成份股的业绩将减少21%；但如果中美能够达成协议，那么该指数的市盈率在基准情境下将扩大至12，意味着市值上涨14%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400162188710528,"gmtCreate":1738718085724,"gmtModify":1738718087131,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"别急啊","listText":"别急啊","text":"别急啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400162188710528","isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384973559853472,"gmtCreate":1735007864053,"gmtModify":1735007865906,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$&nbsp;</a> 港股今天下午放假 操盘手活已经干完了 准备坐飞机了 行情今天结束了 大家也别看了 想好晚上去哪吃饭比较好","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$&nbsp;</a> 港股今天下午放假 操盘手活已经干完了 准备坐飞机了 行情今天结束了 大家也别看了 想好晚上去哪吃饭比较好","text":"$恒生科技指数(HSTECH)$ 港股今天下午放假 操盘手活已经干完了 准备坐飞机了 行情今天结束了 大家也别看了 想好晚上去哪吃饭比较好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384973559853472","isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384973571694616,"gmtCreate":1735007756860,"gmtModify":1735007758647,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 特斯拉能干的小米未来都能干 小米能干的特斯拉还真不能 不说超越特斯拉的市值 能达到一半也不难吧 雷总当首富 众望所归 既符合国家的指导 有符合个人奋斗的理想","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 特斯拉能干的小米未来都能干 小米能干的特斯拉还真不能 不说超越特斯拉的市值 能达到一半也不难吧 雷总当首富 众望所归 既符合国家的指导 有符合个人奋斗的理想","text":"$小米集团-W(01810)$ 特斯拉能干的小米未来都能干 小米能干的特斯拉还真不能 不说超越特斯拉的市值 能达到一半也不难吧 雷总当首富 众望所归 既符合国家的指导 有符合个人奋斗的理想","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/384973571694616","isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492900912644918","authorId":"3492900912644918","name":"eboy","avatar":"https://static.tigerbbs.com/6917f4d85aea1095a8f45e269472023f","crmLevel":5,"crmLevelSwitch":0,"idStr":"3492900912644918","authorIdStr":"3492900912644918"},"content":"美股泡沫有多大，港股流动性有多差，小米回A股上市或许有可能？","text":"美股泡沫有多大，港股流动性有多差，小米回A股上市或许有可能？","html":"美股泡沫有多大，港股流动性有多差，小米回A股上市或许有可能？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354395749105808,"gmtCreate":1727530446648,"gmtModify":1727530448990,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"为每天5万亿成交量做准备","listText":"为每天5万亿成交量做准备","text":"为每天5万亿成交量做准备","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354395749105808","repostId":"1150998058","repostType":2,"repost":{"id":"1150998058","kind":"news","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":1727518591,"share":"https://www.laohu8.com/m/news/1150998058?lang=&edition=full","pubTime":"2024-09-28 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贾老板自己增持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313325133750352","isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3466232759611320","authorId":"3466232759611320","name":"slowfast","avatar":"https://static.tigerbbs.com/7f6c464e2bd393871afd23c01effb4f8","crmLevel":2,"crmLevelSwitch":0,"idStr":"3466232759611320","authorIdStr":"3466232759611320"},"content":"贾骗刚增发3.9亿股，套现多少还未公告。","text":"贾骗刚增发3.9亿股，套现多少还未公告。","html":"贾骗刚增发3.9亿股，套现多少还未公告。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306673015816256,"gmtCreate":1715905911658,"gmtModify":1715905913208,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 几毛钱买的当买币了&nbsp;","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 几毛钱买的当买币了&nbsp;","text":"$Faraday Future(FFIE)$ 几毛钱买的当买币了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306673015816256","isVote":1,"tweetType":1,"viewCount":2016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297529592860768,"gmtCreate":1713667867557,"gmtModify":1713667869599,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"但是我觉得还能回调百分之四五十","listText":"但是我觉得还能回调百分之四五十","text":"但是我觉得还能回调百分之四五十","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297529592860768","repostId":"1180691096","repostType":2,"repost":{"id":"1180691096","kind":"news","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":1713666198,"share":"https://www.laohu8.com/m/news/1180691096?lang=&edition=full","pubTime":"2024-04-21 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09:42","market":"other","language":"zh","title":"恒指跌破18000点，为2011年12月以来首次","url":"https://stock-news.laohu8.com/highlight/detail?id=1183838126","media":"老虎资讯综合","summary":"9月22日讯，恒生指数跌超2.4%，跌破18000点，为2011年12月以来首次。恒生科技指数跌幅扩大至3.4%。","content":"<html><head></head><body><p>9月22日讯，恒生指数跌超2.4%，跌破18000点，为2011年12月以来首次。恒生科技指数跌幅扩大至3.4%。<img src=\"https://static.tigerbbs.com/552b24d15b23bdd55638446d8ab7995a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>恒指跌破18000点，为2011年12月以来首次</title>\n<style 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09:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月22日讯，恒生指数跌超2.4%，跌破18000点，为2011年12月以来首次。恒生科技指数跌幅扩大至3.4%。<img src=\"https://static.tigerbbs.com/552b24d15b23bdd55638446d8ab7995a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d668a0a56a350ac74a9b6927b87f089","relate_stocks":{"HSCCI":"红筹指数","HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183838126","content_text":"9月22日讯，恒生指数跌超2.4%，跌破18000点，为2011年12月以来首次。恒生科技指数跌幅扩大至3.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":918438405,"gmtCreate":1579071871507,"gmtModify":1704338823520,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;不容易啊","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;不容易啊","text":"$小米集团-W(01810)$ 不容易啊","images":[{"img":"https://static.tigerbbs.com/1332949ceec4e0f5270cb7dbffb9b91d","width":"1080","height":"1251"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/918438405","isVote":1,"tweetType":1,"viewCount":1949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":931743680,"gmtCreate":1571126465140,"gmtModify":1704721788763,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03601\">$鲁大师(03601)$</a>&nbsp;幸亏没贪","listText":"<a href=\"https://laohu8.com/S/03601\">$鲁大师(03601)$</a>&nbsp;幸亏没贪","text":"$鲁大师(03601)$ 幸亏没贪","images":[{"img":"https://static.tigerbbs.com/d06acfad1a3e53a19d027be625500665","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/931743680","isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":800809757,"gmtCreate":1627288794879,"gmtModify":1627288794879,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>教育股让大家看到了政策的可怕，这种会影响国税收入的说不定也来个一刀切","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>教育股让大家看到了政策的可怕，这种会影响国税收入的说不定也来个一刀切","text":"$RLX科技(RLX)$教育股让大家看到了政策的可怕，这种会影响国税收入的说不定也来个一刀切","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/800809757","isVote":1,"tweetType":1,"viewCount":3847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494554666463558","authorId":"3494554666463558","name":"韭菜永动机","avatar":"https://static.tigerbbs.com/5ebeeb19f7adc5482227c1d42412c1fe","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494554666463558","authorIdStr":"3494554666463558"},"content":"应该不会毕竟有那么多从业人员外贸还收入也不低，国内不会让他们活的舒舒服服的烟草税会出来到时候半死不活的！","text":"应该不会毕竟有那么多从业人员外贸还收入也不低，国内不会让他们活的舒舒服服的烟草税会出来到时候半死不活的！","html":"应该不会毕竟有那么多从业人员外贸还收入也不低，国内不会让他们活的舒舒服服的烟草税会出来到时候半死不活的！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174468712,"gmtCreate":1627127870436,"gmtModify":1627127870436,"author":{"id":"3492836773715147","authorId":"3492836773715147","name":"炒股不挣钱交个朋友","avatar":"https://static.tigerbbs.com/a823d8a0eda2853ed619dc48a9563205","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492836773715147","authorIdStr":"3492836773715147"},"themes":[],"htmlText":"<a 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