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搬砖老汉
搬砖老汉
·
2024-01-08
臭不要脸
瑞银:A股最坏时间已过,看好港股后市
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。
瑞银:A股最坏时间已过,看好港股后市
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搬砖老汉
搬砖老汉
·
2023-12-05
明天继续跌
证监会:将集中力量查办市场关注、性质恶劣的大要案
推出中国特色公司治理建设,提高上市公司质量。
证监会:将集中力量查办市场关注、性质恶劣的大要案
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"listText":"臭不要脸","text":"臭不要脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260920326197504","repostId":"1124083956","repostType":2,"repost":{"id":"1124083956","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":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; 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>瑞银:A股最坏时间已过,看好港股后市</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; 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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":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248825243811992,"gmtCreate":1701779228414,"gmtModify":1701781700649,"author":{"id":"4088400448161840","authorId":"4088400448161840","name":"搬砖老汉","avatar":"https://static.tigerbbs.com/126a59cc018df48f9947b995db80a061","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088400448161840","authorIdStr":"4088400448161840"},"themes":[],"htmlText":"明天继续跌","listText":"明天继续跌","text":"明天继续跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248825243811992","repostId":"1178786986","repostType":2,"repost":{"id":"1178786986","kind":"news","pubTimestamp":1701778827,"share":"https://www.laohu8.com/m/news/1178786986?lang=&edition=full","pubTime":"2023-12-05 20:20","market":"sh","language":"zh","title":"证监会:将集中力量查办市场关注、性质恶劣的大要案","url":"https://stock-news.laohu8.com/highlight/detail?id=1178786986","media":"华尔街见闻","summary":"推出中国特色公司治理建设,提高上市公司质量。","content":"<html><head></head><body><p>中央金融工作会议提出,全面加强金融监管。据悉,证监会将进一步强化对上市公司的监管,并将结合全面实行注册制新的市场形势,进一步加强日常监管、稽查处罚的有机衔接,提升线索发现和案件办理效率,集中力量查办欺诈发行、财务造假、操纵市场、内幕交易等市场关注、性质恶劣的大要案,压实上市公司主体责任,推出中国特色公司治理建设,提高上市公司质量。(中证报)</p></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>证监会:将集中力量查办市场关注、性质恶劣的大要案</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e47235940cac4ace00aaf85be84ee412","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/livenews/2588264","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1178786986","content_text":"中央金融工作会议提出,全面加强金融监管。据悉,证监会将进一步强化对上市公司的监管,并将结合全面实行注册制新的市场形势,进一步加强日常监管、稽查处罚的有机衔接,提升线索发现和案件办理效率,集中力量查办欺诈发行、财务造假、操纵市场、内幕交易等市场关注、性质恶劣的大要案,压实上市公司主体责任,推出中国特色公司治理建设,提高上市公司质量。(中证报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}