Jason1205 personal page - To The Moon

Jason1205

Jason1205

财不入急门，股不买偏门！

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2021-08-12

$BioNTech SE(BNTX)$Please Lord, I need 20% to recover yesterday’s loss.

08-14

$Upstart Holdings, Inc.(UPST)$ U.S. inflation slowed for the fourth consecutive month in July, making the Federal Reserve expected to cut interest rates next month. UPST will benefit from the decreasing rate dramatically. I raised its target price to reach $75 till the end of 2024.

2021-09-02

$BioNTech SE(BNTX)$Once the third shot approved and started around Sept-20, the stock price will rise.

2021-08-18

$Moderna, Inc.(MRNA)$It is urgent to let children get vaccinated.

2021-08-17

$BioNTech SE(BNTX)$it seems the world does not need vaccines anymore.

2021-08-16

$Clever Leaves Holdings Inc.(CLVR)$Disgusting

2021-08-18

$Moderna, Inc.(MRNA)$Biden administration to offer COVID-19 booster shot for Americans starting Sept. 20

2021-08-16

$BioNTech SE(BNTX)$PE incredibly low now.

2021-09-20

How can I believe in it?

Tilray Stock Could Shoot 40% Higher, Says Wall Street

2021-09-14

How can you say a company that saves millions of lives overvalued?

Sorry, the original content has been removed

2021-08-01

The target price is reasonable.

Sorry, the original content has been removed

2021-07-19

Are you sure?

中信证券：OPEC+决议好于预期，有望推动油价上行

2021-07-09

The likelihood is big.

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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860175742","repostId":"1159389843","repostType":2,"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882008343,"gmtCreate":1631628799982,"gmtModify":1676530594595,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"262190804341046","authorIdStr":"262190804341046"},"themes":[],"htmlText":"How can you say a company that&nbsp;saves millions of lives overvalued?","listText":"How can you say a company that&nbsp;saves millions of lives overvalued?","text":"How can you say a company that saves millions of lives overvalued?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882008343","repostId":"2167447580","repostType":2,"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812848235,"gmtCreate":1630576864427,"gmtModify":1676530345196,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"262190804341046","authorIdStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>Once the third shot approved and started around Sept-20, the stock price&nbsp;will rise.","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>Once the third shot approved and started around Sept-20, the stock 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href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>It is urgent to let children get vaccinated.","text":"$Moderna, Inc.(MRNA)$It is urgent to let children get vaccinated.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831326983","isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839213351,"gmtCreate":1629160631673,"gmtModify":1676529948463,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"262190804341046","authorIdStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>it seems the world does not need vaccines anymore.","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>it seems the world does not need vaccines anymore.","text":"$BioNTech SE(BNTX)$it seems the world does not need vaccines anymore.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839213351","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839373868,"gmtCreate":1629124311254,"gmtModify":1676529939254,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"262190804341046","authorIdStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>PE incredibly low now.","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>PE incredibly low now.","text":"$BioNTech SE(BNTX)$PE incredibly low now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839373868","isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839342697,"gmtCreate":1629124031019,"gmtModify":1676529938944,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"262190804341046","authorIdStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLVR\">$Clever Leaves Holdings Inc.(CLVR)$</a>Disgusting&nbsp;","listText":"<a href=\"https://laohu8.com/S/CLVR\">$Clever Leaves Holdings Inc.(CLVR)$</a>Disgusting&nbsp;","text":"$Clever Leaves Holdings Inc.(CLVR)$Disgusting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839342697","isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894046825,"gmtCreate":1628779525367,"gmtModify":1676529853401,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"262190804341046","authorIdStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>Please Lord,&nbsp;I need 20% to recover yesterday’s loss.","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>Please Lord,&nbsp;I need 20% to recover yesterday’s loss.","text":"$BioNTech SE(BNTX)$Please Lord, I need 20% to recover yesterday’s loss.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894046825","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802618333,"gmtCreate":1627776327722,"gmtModify":1703495586049,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"262190804341046","authorIdStr":"262190804341046"},"themes":[],"htmlText":"The target price is reasonable.","listText":"The target price is reasonable.","text":"The target price is reasonable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802618333","repostId":"2154705916","repostType":2,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173485550,"gmtCreate":1626680082570,"gmtModify":1703763213978,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"262190804341046","authorIdStr":"262190804341046"},"themes":[],"htmlText":"Are you sure?","listText":"Are you sure?","text":"Are you sure?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173485550","repostId":"2152639489","repostType":2,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143754544,"gmtCreate":1625819943588,"gmtModify":1703749208448,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"262190804341046","authorIdStr":"262190804341046"},"themes":[],"htmlText":"The likelihood is big.","listText":"The likelihood is big.","text":"The likelihood is big.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143754544","repostId":"2150373674","repostType":2,"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":894046825,"gmtCreate":1628779525367,"gmtModify":1676529853401,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>Please Lord,&nbsp;I need 20% to recover yesterday’s loss.","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>Please Lord,&nbsp;I need 20% to recover yesterday’s loss.","text":"$BioNTech SE(BNTX)$Please Lord, I need 20% to recover yesterday’s loss.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894046825","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338473559208160,"gmtCreate":1723643600532,"gmtModify":1723643666675,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> U.S. inflation slowed for the fourth consecutive month in July, making the Federal Reserve expected to cut interest rates next month. UPST will benefit from the decreasing rate dramatically. I raised its target price to reach $75 till the end of 2024.","listText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> U.S. inflation slowed for the fourth consecutive month in July, making the Federal Reserve expected to cut interest rates next month. UPST will benefit from the decreasing rate dramatically. I raised its target price to reach $75 till the end of 2024.","text":"$Upstart Holdings, Inc.(UPST)$ U.S. inflation slowed for the fourth consecutive month in July, making the Federal Reserve expected to cut interest rates next month. UPST will benefit from the decreasing rate dramatically. I raised its target price to reach $75 till the end of 2024.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338473559208160","isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812848235,"gmtCreate":1630576864427,"gmtModify":1676530345196,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>Once the third shot approved and started around Sept-20, the stock price&nbsp;will rise.","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>Once the third shot approved and started around Sept-20, the stock price&nbsp;will rise.","text":"$BioNTech SE(BNTX)$Once the third shot approved and started around Sept-20, the stock price will rise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812848235","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831326983,"gmtCreate":1629290460142,"gmtModify":1676529992722,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>It is urgent to let children get vaccinated.","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>It is urgent to let children get vaccinated.","text":"$Moderna, Inc.(MRNA)$It is urgent to let children get vaccinated.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831326983","isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839213351,"gmtCreate":1629160631673,"gmtModify":1676529948463,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>it seems the world does not need vaccines anymore.","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>it seems the world does not need vaccines anymore.","text":"$BioNTech SE(BNTX)$it seems the world does not need vaccines anymore.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839213351","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839342697,"gmtCreate":1629124031019,"gmtModify":1676529938944,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLVR\">$Clever Leaves Holdings Inc.(CLVR)$</a>Disgusting&nbsp;","listText":"<a href=\"https://laohu8.com/S/CLVR\">$Clever Leaves Holdings Inc.(CLVR)$</a>Disgusting&nbsp;","text":"$Clever Leaves Holdings Inc.(CLVR)$Disgusting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839342697","isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831891872,"gmtCreate":1629298375796,"gmtModify":1676529996759,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>Biden administration to offer COVID-19 booster shot for Americans starting Sept. 20","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>Biden administration to offer COVID-19 booster shot for Americans starting Sept. 20","text":"$Moderna, Inc.(MRNA)$Biden administration to offer COVID-19 booster shot for Americans starting Sept. 20","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831891872","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839373868,"gmtCreate":1629124311254,"gmtModify":1676529939254,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>PE incredibly low now.","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>PE incredibly low now.","text":"$BioNTech SE(BNTX)$PE incredibly low now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839373868","isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860175742,"gmtCreate":1632149107086,"gmtModify":1676530711836,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"How can I believe in it?","listText":"How can I believe in it?","text":"How can I believe in it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860175742","repostId":"1159389843","repostType":2,"repost":{"id":"1159389843","kind":"news","pubTimestamp":1632096090,"share":"https://ttm.financial/m/news/1159389843?lang=&edition=fundamental","pubTime":"2021-09-20 08:01","market":"us","language":"en","title":"Tilray Stock Could Shoot 40% Higher, Says Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1159389843","media":"TheStreet","summary":"Wall Street’s consensus on TLRY suggests that shares of the cannabis company have sizable upside pot","content":"<p>Wall Street’s consensus on TLRY suggests that shares of the cannabis company have sizable upside potential. Wall Street Memes looks at the bullish case on Tilray stock.</p>\n<p>Canadian-based drug manufacturer Tilray&nbsp;is one of the most popular cannabis stocks across the online forums. Shares have sunk around 80% to $12 since spiking in early February, catching the attention of bargain hunters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3186cce4e6eba2601c4b1943a3d82a72\" tg-width=\"804\" tg-height=\"536\" width=\"100%\" height=\"auto\"><span>Figure 1: Tilray products are displayed in Nanaimo.</span></p>\n<p>Following dismal performance in the past months, Wall Street sees opportunity. Could now be a good time to buy the stock near its 2021 lows?</p>\n<p>The consensus rating on Tilray stock is a&nbsp;moderate buy&nbsp;with solid 40% upside potential. Based on the average of 11 reports published in the last 3 months, TLRY should be worth just short of $17.</p>\n<p>The most bullish analyst is&nbsp;<b>Jefferies</b>’ Owen Bennett, who sees gain potential of 125% at his price target of $27. He&nbsp;expects&nbsp;Tilray to strike sizable deals in the US some time soon. The analyst also thinks that Tilray should buy cannabis assets to achieve the company’s ambitious sales target.</p>\n<p>Only a bit less bullish is&nbsp;<b>Bank of America</b>’s analyst Heather Balsky. Shebelievesin 80% upside at a price target of $21.50. The acquisition of MedMen positions the company well in the US and provides distribution opportunities in Canada and Europe. The analyst stated:</p>\n<blockquote>\n <i>“We expect Tilray to pursue additional opportunities in the US with a focus on brands versus acquiring certain licenses. We view each incremental transaction in the US cannabis market as a positive catalyst.\"</i>\n</blockquote>\n<p>Not so bullish was the latest take from&nbsp;<b>Piper Sandler</b>. Analyst Michael Lavery reiterated his neutral position on TLRY stock and lowered his price target from $15 to $14.</p>\n<p>According&nbsp;to him, increased competition from low-price providers should weigh on Tilray. Still, despite his neutral stance, the analyst sees 19% upside on TLRY over the next year – not bad, considering how richly valued stocks in general have become in the past several months.</p>\n<p>The least bullish analyst on record is&nbsp;<b>CIBC</b>&nbsp;John Zamparo, whoseta price target of $13.40 on TLRY two months ago. The analyst believes that forecasting the cannabis industry is very difficult – more so for Tilray, after its reverse-merger deal with Aphria earlier in 2021.</p>\n<p><b>Wall Street Meme’s take</b></p>\n<p>“Regulation” is still the key word for cannabis stocks. Lack of positive news regarding legalization can lead to extended periods of softness in stock prices, which has been happening lately. However, Wall Street appears to see more upside than downside in the space.</p>\n<p>Tilray faces the usual integration risks following the recent Aphria and MedMen deals. Still, this may be what it takes for the company to position itself ahead of the competition. As the cannabis industry matures, Tilray may emerge as a winner, and its stock could ride the upside.</p>","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>Tilray Stock Could Shoot 40% Higher, Says Wall Street</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\">\nTilray Stock Could Shoot 40% Higher, Says Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-20 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/other-memes/tilray-stock-could-shoot-40-higher-says-wall-street><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street’s consensus on TLRY suggests that shares of the cannabis company have sizable upside potential. Wall Street Memes looks at the bullish case on Tilray stock.\nCanadian-based drug ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/tilray-stock-could-shoot-40-higher-says-wall-street\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLRY":"Tilray Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/tilray-stock-could-shoot-40-higher-says-wall-street","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159389843","content_text":"Wall Street’s consensus on TLRY suggests that shares of the cannabis company have sizable upside potential. Wall Street Memes looks at the bullish case on Tilray stock.\nCanadian-based drug manufacturer Tilray is one of the most popular cannabis stocks across the online forums. Shares have sunk around 80% to $12 since spiking in early February, catching the attention of bargain hunters.\nFigure 1: Tilray products are displayed in Nanaimo.\nFollowing dismal performance in the past months, Wall Street sees opportunity. Could now be a good time to buy the stock near its 2021 lows?\nThe consensus rating on Tilray stock is a moderate buy with solid 40% upside potential. Based on the average of 11 reports published in the last 3 months, TLRY should be worth just short of $17.\nThe most bullish analyst is Jefferies’ Owen Bennett, who sees gain potential of 125% at his price target of $27. He expects Tilray to strike sizable deals in the US some time soon. The analyst also thinks that Tilray should buy cannabis assets to achieve the company’s ambitious sales target.\nOnly a bit less bullish is Bank of America’s analyst Heather Balsky. Shebelievesin 80% upside at a price target of $21.50. The acquisition of MedMen positions the company well in the US and provides distribution opportunities in Canada and Europe. The analyst stated:\n\n“We expect Tilray to pursue additional opportunities in the US with a focus on brands versus acquiring certain licenses. We view each incremental transaction in the US cannabis market as a positive catalyst.\"\n\nNot so bullish was the latest take from Piper Sandler. Analyst Michael Lavery reiterated his neutral position on TLRY stock and lowered his price target from $15 to $14.\nAccording to him, increased competition from low-price providers should weigh on Tilray. Still, despite his neutral stance, the analyst sees 19% upside on TLRY over the next year – not bad, considering how richly valued stocks in general have become in the past several months.\nThe least bullish analyst on record is CIBC John Zamparo, whoseta price target of $13.40 on TLRY two months ago. The analyst believes that forecasting the cannabis industry is very difficult – more so for Tilray, after its reverse-merger deal with Aphria earlier in 2021.\nWall Street Meme’s take\n“Regulation” is still the key word for cannabis stocks. Lack of positive news regarding legalization can lead to extended periods of softness in stock prices, which has been happening lately. However, Wall Street appears to see more upside than downside in the space.\nTilray faces the usual integration risks following the recent Aphria and MedMen deals. Still, this may be what it takes for the company to position itself ahead of the competition. As the cannabis industry matures, Tilray may emerge as a winner, and its stock could ride the upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882008343,"gmtCreate":1631628799982,"gmtModify":1676530594595,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"How can you say a company that&nbsp;saves millions of lives overvalued?","listText":"How can you say a company that&nbsp;saves millions of lives overvalued?","text":"How can you say a company that saves millions of lives overvalued?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882008343","repostId":"2167447580","repostType":2,"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802618333,"gmtCreate":1627776327722,"gmtModify":1703495586049,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"The target price is reasonable.","listText":"The target price is reasonable.","text":"The target price is reasonable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802618333","repostId":"2154705916","repostType":2,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173485550,"gmtCreate":1626680082570,"gmtModify":1703763213978,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"Are you sure?","listText":"Are you sure?","text":"Are you sure?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173485550","repostId":"2152639489","repostType":2,"repost":{"id":"2152639489","kind":"highlight","pubTimestamp":1626679866,"share":"https://ttm.financial/m/news/2152639489?lang=&edition=fundamental","pubTime":"2021-07-19 15:31","market":"fut","language":"zh","title":"中信证券：OPEC+决议好于预期，有望推动油价上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2152639489","media":"格隆汇","summary":"7月18日晚间OPEC+召开部长级会议，会议结果在8月增产幅度，减产基准线上调时间和减产联盟稳固性方面全面好于市场预期，有望支撑短期油价强势表现。同时，OPEC+表态将持续跟踪市场动态，谨慎增产，并致","content":"<p>7月18日晚间OPEC+召开部长级会议，会议结果在8月增产幅度，减产基准线上调时间和减产联盟稳固性方面全面好于市场预期，有望支撑短期油价强势表现。同时，OPEC+表态将持续跟踪市场动态，谨慎增产，并致力于长期维持原油市场稳定性，此轮高油价长期持续的确定性料也进一步提升。油价高景气利好油及油服公司、煤化工、民营大炼化和轻烃裂解龙头，推荐上游低估值龙头，建议关注<a href=\"https://laohu8.com/S/601857\">中国石油</a>H、<a href=\"https://laohu8.com/S/600028\">中国石化</a>（H）、<a href=\"https://laohu8.com/S/601808\">中海油服</a>（A+H），煤化工龙头<a href=\"https://laohu8.com/S/600989\">宝丰能源</a>、<a href=\"https://laohu8.com/S/600426\">华鲁恒升</a>、<a href=\"https://laohu8.com/S/000830\">鲁西化工</a>，民营大炼化龙头<a href=\"https://laohu8.com/S/002493\">荣盛石化</a>、<a href=\"https://laohu8.com/S/600346\">恒力石化</a>、<a href=\"https://laohu8.com/S/601233\">桐昆股份</a>，轻烃裂解龙头<a href=\"https://laohu8.com/S/600309\">万华化学</a>、<a href=\"https://laohu8.com/S/002648\">卫星石化</a>、<a href=\"https://laohu8.com/S/002221\">东华能源</a>等。</p>\n<h3><b>OPEC+达成协议，后续增产不确定性解除</b></h3>\n<p>北京时间7月18日晚，OPEC+达成协议：</p>\n<p>1）从2021年8月起每月增产不超过40万桶/天，直到当前的580万桶/天减产额度全部释放；</p>\n<p>2）若需求恢复迅速，则减产将在2022年9月结束，若较为缓慢，减产将持续至2022年底；</p>\n<p>3）上调沙特、俄罗斯、阿联酋、伊拉克和科威特等国的减产基准合计163万桶/天，新基准将于2022年5月生效；</p>\n<p>4）OPEC+仍将每月召开一次会议，下一次会议定于9月1日，并将在2021年12月评估市场情况，以进一步决定后续产量。</p>\n<h3><b>供应端不确定性有望主导近期及后续油价趋势</b></h3>\n<p>油价整体由供给、需求、流动性三个因素决定，且趋势上受当前时点供应、需求中不确定性更强的一端主控。站在当前时点，我们认为，未来2-3年需求复苏并持续增长的态势基本明确，供应端不确定性会重新成为后续油价走势的主导因素。过去两周OPEC+谈判反复，引发市场对供应端放量的担忧，导致油价回落。我们认为短、中、长期油价应分别关注OPEC+产量变化、伊朗潜在的增产、美国页岩油产量的后续变化。</p>\n<h3><b>短期：OPEC+决议全面好于市场预期，有望支撑近期油价强势表现</b></h3>\n<p>此前OPEC+预期若8月环比不增产，则8月全球原油供应缺口可达170万桶/天。7月1日OPEC+会议开始前市场曾预期该组织8月增产规模在50-100万桶/天之间，随后OPEC+谈判未达成协议导致过去2周油价连续环比回落，市场预期OPEC+8月可能增产约150万桶/天或更多，或者将于8月上调多国减产基准，甚至面临减产联盟解体的危机。此次OPEC+决议在8月增产幅度、基准线上调时间和联盟稳定性方面均好于市场预期，预计7-8月全球原油去库趋势大概率将延续，有望支持油价强势表现。</p>\n<h3><b>中期：此轮油价有望在未来一年内达峰，建议关注美伊谈判和9-11月需求端扰动</b></h3>\n<p>结合油价历史复盘、供需格局、库存水平和产油国诉求，我们认为此轮油价上行周期或有望延续，峰值可能出现在两个窗口期之一：</p>\n<p>1）此轮OPEC+达成产量决议后，7-8月流动性宽松叠加需求旺季，供应端可能出现较显著的缺口，近期油价有望冲高；</p>\n<p>2）若近期油价未显著冲高，预计2021Q4-2022H1需求会恢复到疫情前水平后继续增长，除美国外的供应端剩余产能有限，供应紧张料将推动油价在3-6个月的窗口期内冲高，并以OPEC或页岩油增产、基本面回归平衡告终。此外，下半年应关注8月伊朗权力交接后美伊谈判进度、以及9-11月传统需求淡季和疫情后需求复苏周期叠加下需求端对油价的扰动。</p>\n<h3><b>长期：预计未来2-3年油价将维持在60甚至65美元以上</b></h3>\n<p>需求持续增长背景下，供应端来看，美国页岩油采取更重视现金流回报的经营策略，经营现金流投资比例从疫情前的80%~130%降至当前的40%~65%，多家页岩油企表态将仅在全球供应实质性紧缺时增产，而不以油价高低为依据。预计未来OPEC+对油价的影响力将重新回升。该组织致力于将库存水平降至2010-2014年的低水平，并通过支撑油价保障财政收支平衡，IMF预测沙特、科威特、阿联酋、伊拉克2021年财政收支平衡油价分别为76、69、66、71美元。</p>\n<h3><b>风险因素</b></h3>\n<p>需求不及预期；供应端超预期增产；流动性迅速收紧。</p>\n<h3><b>投资策略</b></h3>\n<p>7月18日晚间OPEC+召开部长级会议，会议结果在8月增产幅度，减产基准线上调时间和减产联盟稳固性方面全面好于市场预期，有望支撑短期油价强势表现。同时，OPEC+表态将持续跟踪市场动态，谨慎增产，并致力于长期维持原油市场稳定性，此轮高油价长期持续的确定性也进一步提升。</p>\n<p>油价高景气利好油及油服公司、煤化工、民营大炼化和轻烃裂解龙头，推荐上游低估值龙头，建议关注中国石油H、中国石化（H）、<a href=\"https://laohu8.com/S/CEO\">中海油</a>服（A+H），推荐煤化工龙头宝丰能源、华鲁恒升、鲁西化工，民营大炼化龙头恒力石化、桐昆股份，建议关注荣盛石化，轻烃裂解龙头万华化学、卫星石化、东华能源等。</p>","source":"gelonghui_highlight","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>中信证券：OPEC+决议好于预期，有望推动油价上行</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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}\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中信证券：OPEC+决议好于预期，有望推动油价上行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 15:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/p/476353><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月18日晚间OPEC+召开部长级会议，会议结果在8月增产幅度，减产基准线上调时间和减产联盟稳固性方面全面好于市场预期，有望支撑短期油价强势表现。同时，OPEC+表态将持续跟踪市场动态，谨慎增产，并致力于长期维持原油市场稳定性，此轮高油价长期持续的确定性料也进一步提升。油价高景气利好油及油服公司、煤化工、民营大炼化和轻烃裂解龙头，推荐上游低估值龙头，建议关注中国石油H、中国石化（H）、中海油服（A...</p>\n\n<a href=\"http://www.gelonghui.com/p/476353\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de019d346ae215b032b548e12d784857","relate_stocks":{"600030":"中信证券","DWT":"三倍做空原油ETN","06030":"中信证券","USO":"美国原油ETF","SCO":"二倍做空彭博原油指数ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF","UCO":"二倍做多彭博原油ETF"},"source_url":"http://www.gelonghui.com/p/476353","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2152639489","content_text":"7月18日晚间OPEC+召开部长级会议，会议结果在8月增产幅度，减产基准线上调时间和减产联盟稳固性方面全面好于市场预期，有望支撑短期油价强势表现。同时，OPEC+表态将持续跟踪市场动态，谨慎增产，并致力于长期维持原油市场稳定性，此轮高油价长期持续的确定性料也进一步提升。油价高景气利好油及油服公司、煤化工、民营大炼化和轻烃裂解龙头，推荐上游低估值龙头，建议关注中国石油H、中国石化（H）、中海油服（A+H），煤化工龙头宝丰能源、华鲁恒升、鲁西化工，民营大炼化龙头荣盛石化、恒力石化、桐昆股份，轻烃裂解龙头万华化学、卫星石化、东华能源等。\nOPEC+达成协议，后续增产不确定性解除\n北京时间7月18日晚，OPEC+达成协议：\n1）从2021年8月起每月增产不超过40万桶/天，直到当前的580万桶/天减产额度全部释放；\n2）若需求恢复迅速，则减产将在2022年9月结束，若较为缓慢，减产将持续至2022年底；\n3）上调沙特、俄罗斯、阿联酋、伊拉克和科威特等国的减产基准合计163万桶/天，新基准将于2022年5月生效；\n4）OPEC+仍将每月召开一次会议，下一次会议定于9月1日，并将在2021年12月评估市场情况，以进一步决定后续产量。\n供应端不确定性有望主导近期及后续油价趋势\n油价整体由供给、需求、流动性三个因素决定，且趋势上受当前时点供应、需求中不确定性更强的一端主控。站在当前时点，我们认为，未来2-3年需求复苏并持续增长的态势基本明确，供应端不确定性会重新成为后续油价走势的主导因素。过去两周OPEC+谈判反复，引发市场对供应端放量的担忧，导致油价回落。我们认为短、中、长期油价应分别关注OPEC+产量变化、伊朗潜在的增产、美国页岩油产量的后续变化。\n短期：OPEC+决议全面好于市场预期，有望支撑近期油价强势表现\n此前OPEC+预期若8月环比不增产，则8月全球原油供应缺口可达170万桶/天。7月1日OPEC+会议开始前市场曾预期该组织8月增产规模在50-100万桶/天之间，随后OPEC+谈判未达成协议导致过去2周油价连续环比回落，市场预期OPEC+8月可能增产约150万桶/天或更多，或者将于8月上调多国减产基准，甚至面临减产联盟解体的危机。此次OPEC+决议在8月增产幅度、基准线上调时间和联盟稳定性方面均好于市场预期，预计7-8月全球原油去库趋势大概率将延续，有望支持油价强势表现。\n中期：此轮油价有望在未来一年内达峰，建议关注美伊谈判和9-11月需求端扰动\n结合油价历史复盘、供需格局、库存水平和产油国诉求，我们认为此轮油价上行周期或有望延续，峰值可能出现在两个窗口期之一：\n1）此轮OPEC+达成产量决议后，7-8月流动性宽松叠加需求旺季，供应端可能出现较显著的缺口，近期油价有望冲高；\n2）若近期油价未显著冲高，预计2021Q4-2022H1需求会恢复到疫情前水平后继续增长，除美国外的供应端剩余产能有限，供应紧张料将推动油价在3-6个月的窗口期内冲高，并以OPEC或页岩油增产、基本面回归平衡告终。此外，下半年应关注8月伊朗权力交接后美伊谈判进度、以及9-11月传统需求淡季和疫情后需求复苏周期叠加下需求端对油价的扰动。\n长期：预计未来2-3年油价将维持在60甚至65美元以上\n需求持续增长背景下，供应端来看，美国页岩油采取更重视现金流回报的经营策略，经营现金流投资比例从疫情前的80%~130%降至当前的40%~65%，多家页岩油企表态将仅在全球供应实质性紧缺时增产，而不以油价高低为依据。预计未来OPEC+对油价的影响力将重新回升。该组织致力于将库存水平降至2010-2014年的低水平，并通过支撑油价保障财政收支平衡，IMF预测沙特、科威特、阿联酋、伊拉克2021年财政收支平衡油价分别为76、69、66、71美元。\n风险因素\n需求不及预期；供应端超预期增产；流动性迅速收紧。\n投资策略\n7月18日晚间OPEC+召开部长级会议，会议结果在8月增产幅度，减产基准线上调时间和减产联盟稳固性方面全面好于市场预期，有望支撑短期油价强势表现。同时，OPEC+表态将持续跟踪市场动态，谨慎增产，并致力于长期维持原油市场稳定性，此轮高油价长期持续的确定性也进一步提升。\n油价高景气利好油及油服公司、煤化工、民营大炼化和轻烃裂解龙头，推荐上游低估值龙头，建议关注中国石油H、中国石化（H）、中海油服（A+H），推荐煤化工龙头宝丰能源、华鲁恒升、鲁西化工，民营大炼化龙头恒力石化、桐昆股份，建议关注荣盛石化，轻烃裂解龙头万华化学、卫星石化、东华能源等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143754544,"gmtCreate":1625819943588,"gmtModify":1703749208448,"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"262190804341046","idStr":"262190804341046"},"themes":[],"htmlText":"The likelihood is big.","listText":"The likelihood is big.","text":"The likelihood is big.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143754544","repostId":"2150373674","repostType":2,"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}