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霜落满天心如春

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- 霜落满天心如春霜落满天心如春
  ·2024-07-03
  ‌$纳斯达克(.IXIC)$ ‌拉垃圾股，给七姐妹出货
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- 霜落满天心如春霜落满天心如春
  ·2024-06-18
  ‌$英伟达(NVDA)$ ‌拖着大盘
  1,156 评论
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- 霜落满天心如春霜落满天心如春
  ·2024-06-11
  $纳斯达克(.IXIC)$ 美股牛逼的地方在于不管发生多么恶劣的情况，只要随便拉一只股票，整体市场就能稳住。
  1,011 评论
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- 霜落满天心如春霜落满天心如春
  ·2024-06-06
  $英伟达(NVDA)$ 全世界人手一块，当饼干吃。
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- 霜落满天心如春霜落满天心如春
  ·2024-05-21
  跑
  中国股市大反弹可持续吗？高盛、汇丰说了同一句话：别离场！
  接下来6个月的最大回报率平均能达到35%。
  中国股市大反弹可持续吗？高盛、汇丰说了同一句话：别离场！
  1,104 评论
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- 霜落满天心如春霜落满天心如春
  ·2024-02-13
  $优品车(UCAR)$ 绝无仅有了吧
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- 霜落满天心如春霜落满天心如春
  ·2023-12-21
  $纳斯达克(.IXIC)$ 只要七姐妹有一只可以拉着横盘，指数就跌不下去，美股的玩法是真牛
  1,525 评论
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- 霜落满天心如春霜落满天心如春
  ·2023-12-19
  $纳斯达克(.IXIC)$ 有意思，不涨个股，就涨指数
  2,068 评论
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- 霜落满天心如春霜落满天心如春
  ·2023-08-21
  年初的文章，专门收藏
  非常抱歉，此主贴已删除
  1,369 评论
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- 霜落满天心如春霜落满天心如春
  ·2023-07-27
  $NQ100指数主连 2309(NQmain)$ 膜拜啊[捂脸]
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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ &nbsp;</a>‌拉垃圾股，给七姐妹出货","listText":"‌<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ &nbsp;</a>‌拉垃圾股，给七姐妹出货","text":"‌$纳斯达克(.IXIC)$ ‌拉垃圾股，给七姐妹出货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323573256339752","isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318198900289792,"gmtCreate":1718723931411,"gmtModify":1718723933018,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌拖着大盘","listText":"‌<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌拖着大盘","text":"‌$英伟达(NVDA)$ ‌拖着大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318198900289792","isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315423560036632,"gmtCreate":1718038669580,"gmtModify":1718070535461,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>美股牛逼的地方在于不管发生多么恶劣的情况，只要随便拉一只股票，整体市场就能稳住。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>美股牛逼的地方在于不管发生多么恶劣的情况，只要随便拉一只股票，整体市场就能稳住。","text":"$纳斯达克(.IXIC)$ 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12:37","market":"hk","language":"zh","title":"中国股市大反弹可持续吗？高盛、汇丰说了同一句话：别离场！","url":"https://stock-news.laohu8.com/highlight/detail?id=1156581561","media":"华尔街见闻","summary":"接下来6个月的最大回报率平均能达到35%。","content":"<html><head></head><body><p>作者：李笑寅</p><p>大反弹后，谈离场仍为时尚早。</p><p style=\"text-align: justify;\">近月以来，中国股市涨势凌厉，A股沪指从2月初的低点以来反弹逾17%，港股恒指更是稳步进入技术性牛市（即涨幅超过20%），实现全面“大反攻”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b6b59161a9cca1340ec3650a9e9b3f9\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">对投资者来说，下一个问题是：是趁高卖出还是继续持有？</p><p style=\"text-align: justify;\">高盛、汇丰分别在5月20日发布最新研报，称从历史数据的角度出发，本轮反弹行情尚处中期阶段，股市仍有上行空间。</p><h2 id=\"id_3740214401\" style=\"text-align: start;\">历史证明，反弹尚未结束</h2><p style=\"text-align: justify;\">从历史数据来看，中国市场的反弹可能还没到结束的时候。</p><p style=\"text-align: justify;\">高盛表示，过去20年来的数据显示，<strong>进入技术性牛市后，市场有60%的可能会继续上涨，接下来6个月的最大回报率平均能达到35%。</strong></p><p style=\"text-align: justify;\">汇丰指出，2000年以来，恒生国企指数出现过12次平均5个月内反弹超过30%的情形，而每次反弹后，该指数的涨势又持续了四个月，平均回报率为27%。</p><p style=\"text-align: justify;\">这意味着，<strong>恒生国企指数2000年以来的每次大反弹都会持续九个月，平均回报率为40-50%</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2beb66401981b1ec23e1ca2591c784f1\" title=\"\" tg-width=\"503\" tg-height=\"271\"/></p><p style=\"text-align: justify;\">那么接下来，继续支撑股市反弹的动力何在？汇丰认为有以下因素：</p><blockquote><p style=\"text-align: justify;\">1）中国股市的整体估值仍低于5年前的平均水平，便宜的估值会带来相应的支撑。</p><p style=\"text-align: justify;\">2）企业股票回购规模可能会有所增加，“降息降准”年内仍有空间。</p><p style=\"text-align: justify;\">3）港股市场有高达四分之一的买盘来自南向资金，外资的买入空间还很大。</p><p style=\"text-align: justify;\">4）支持性政策持续发力。</p></blockquote><p style=\"text-align: justify;\">高盛在报告中总结道，在政策支持、估值吸引力及盈利潜力的三重利好下，对中国市场的展望依然积极。</p><h2 id=\"id_3520762643\" style=\"text-align: start;\">下一个关键驱动因素：盈利</h2><p style=\"text-align: justify;\">高盛指出，随着反弹行情持续，<strong>驱动涨势的关键因素将会从估值扩张转向盈利修正</strong>，这预示着盈利业绩将对牛市持续性产生重要影响。</p><blockquote><p style=\"text-align: justify;\">我们对共23个案例的研究表明，估值扩张是最初20%涨幅背后的主要推动力，但到达20%临界点后，涨势的延续部分取决于共识盈利修正，在7个案例中，共识盈利修正平均提高了10%，在随后的6个月中，指数又反弹了 35%，达到峰值。</p></blockquote><p style=\"text-align: justify;\">汇丰指出，就短期来看，目前任何有关盈利的利好消息都会给股市带来一定支撑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d1e9ccf4a380b8c799ee464ce262f2c\" title=\"\" tg-width=\"280\" tg-height=\"274\"/></p><p style=\"text-align: justify;\">长期看，确实存在共识盈利预期下调的风险，但可能要到2024年四季度才会显露，在此之前股市仍有很大支撑。</p><blockquote><p style=\"text-align: justify;\">2023年，受到房地产和商品部门的拖累，中国企业的EPS增长率为7%，但如果剔除这两个部门的影响，其他行业的整体EPS增长了15%。</p><p style=\"text-align: justify;\">虽然一季度盈利总体情况不及预期，导致对全年盈利的预期有所下调，但全年的盈利预期主要取决于四季度的盈利情况。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a797b63fa70197a7f97a77ee2a1d10f1\" title=\"\" tg-width=\"529\" tg-height=\"297\"/></p></blockquote></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>中国股市大反弹可持续吗？高盛、汇丰说了同一句话：别离场！</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中国股市大反弹可持续吗？高盛、汇丰说了同一句话：别离场！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-21 12:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3715353><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李笑寅大反弹后，谈离场仍为时尚早。近月以来，中国股市涨势凌厉，A股沪指从2月初的低点以来反弹逾17%，港股恒指更是稳步进入技术性牛市（即涨幅超过20%），实现全面“大反攻”。对投资者来说，下一个问题是：是趁高卖出还是继续持有？高盛、汇丰分别在5月20日发布最新研报，称从历史数据的角度出发，本轮反弹行情尚处中期阶段，股市仍有上行空间。历史证明，反弹尚未结束从历史数据来看，中国市场的反弹可能还...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715353\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"https://wallstreetcn.com/articles/3715353","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156581561","content_text":"作者：李笑寅大反弹后，谈离场仍为时尚早。近月以来，中国股市涨势凌厉，A股沪指从2月初的低点以来反弹逾17%，港股恒指更是稳步进入技术性牛市（即涨幅超过20%），实现全面“大反攻”。对投资者来说，下一个问题是：是趁高卖出还是继续持有？高盛、汇丰分别在5月20日发布最新研报，称从历史数据的角度出发，本轮反弹行情尚处中期阶段，股市仍有上行空间。历史证明，反弹尚未结束从历史数据来看，中国市场的反弹可能还没到结束的时候。高盛表示，过去20年来的数据显示，进入技术性牛市后，市场有60%的可能会继续上涨，接下来6个月的最大回报率平均能达到35%。汇丰指出，2000年以来，恒生国企指数出现过12次平均5个月内反弹超过30%的情形，而每次反弹后，该指数的涨势又持续了四个月，平均回报率为27%。这意味着，恒生国企指数2000年以来的每次大反弹都会持续九个月，平均回报率为40-50%。那么接下来，继续支撑股市反弹的动力何在？汇丰认为有以下因素：1）中国股市的整体估值仍低于5年前的平均水平，便宜的估值会带来相应的支撑。2）企业股票回购规模可能会有所增加，“降息降准”年内仍有空间。3）港股市场有高达四分之一的买盘来自南向资金，外资的买入空间还很大。4）支持性政策持续发力。高盛在报告中总结道，在政策支持、估值吸引力及盈利潜力的三重利好下，对中国市场的展望依然积极。下一个关键驱动因素：盈利高盛指出，随着反弹行情持续，驱动涨势的关键因素将会从估值扩张转向盈利修正，这预示着盈利业绩将对牛市持续性产生重要影响。我们对共23个案例的研究表明，估值扩张是最初20%涨幅背后的主要推动力，但到达20%临界点后，涨势的延续部分取决于共识盈利修正，在7个案例中，共识盈利修正平均提高了10%，在随后的6个月中，指数又反弹了 35%，达到峰值。汇丰指出，就短期来看，目前任何有关盈利的利好消息都会给股市带来一定支撑。长期看，确实存在共识盈利预期下调的风险，但可能要到2024年四季度才会显露，在此之前股市仍有很大支撑。2023年，受到房地产和商品部门的拖累，中国企业的EPS增长率为7%，但如果剔除这两个部门的影响，其他行业的整体EPS增长了15%。虽然一季度盈利总体情况不及预期，导致对全年盈利的预期有所下调，但全年的盈利预期主要取决于四季度的盈利情况。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273419624775888,"gmtCreate":1707790601471,"gmtModify":1707790602466,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UCAR\">$优品车(UCAR)$ &nbsp;</a>绝无仅有了吧","listText":"<a href=\"https://laohu8.com/S/UCAR\">$优品车(UCAR)$ &nbsp;</a>绝无仅有了吧","text":"$优品车(UCAR)$ 绝无仅有了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/273419624775888","isVote":1,"tweetType":1,"viewCount":3432,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"content":"这股可以做空，做空的就是这个公司的人，千万别买","text":"这股可以做空，做空的就是这个公司的人，千万别买","html":"这股可以做空，做空的就是这个公司的人，千万别买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254180621996344,"gmtCreate":1703092253120,"gmtModify":1703092254170,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>只要七姐妹有一只可以拉着横盘，指数就跌不下去，美股的玩法是真牛","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>只要七姐妹有一只可以拉着横盘，指数就跌不下去，美股的玩法是真牛","text":"$纳斯达克(.IXIC)$ 只要七姐妹有一只可以拉着横盘，指数就跌不下去，美股的玩法是真牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254180621996344","isVote":1,"tweetType":1,"viewCount":1525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253550886625544,"gmtCreate":1702920015928,"gmtModify":1702920016979,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>有意思，不涨个股，就涨指数","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>有意思，不涨个股，就涨指数","text":"$纳斯达克(.IXIC)$ 有意思，不涨个股，就涨指数","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253550886625544","isVote":1,"tweetType":1,"viewCount":2068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211331675336912,"gmtCreate":1692625606707,"gmtModify":1692625608168,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"年初的文章，专门收藏","listText":"年初的文章，专门收藏","text":"年初的文章，专门收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211331675336912","repostId":"1105578394","repostType":2,"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202439354695848,"gmtCreate":1690451419229,"gmtModify":1690451420339,"author":{"id":"3454935667169958","authorId":"3454935667169958","name":"霜落满天心如春","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454935667169958","authorIdStr":"3454935667169958"},"themes":[],"htmlText":"<a 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