StellaPcy personal page - To The Moon

StellaPcy

StellaPcy

Profile：Stella

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2021-08-12

$Altimeter Growth Corp.(AGC)$。。。。。

2021-08-03

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2021-07-29

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2021-07-28

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2021-07-27

up up up

2021-07-26

Up up up up....

2021-07-23

$Orphazyme A/S(ORPH)$。。。。。。

2021-07-23

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2021-07-20

$Orphazyme A/S(ORPH)$。。。。。。。

2021-07-19

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2021-07-17

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2021-07-15

$Orphazyme A/S(ORPH)$..........

2021-07-14

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2021-07-13

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2021-07-11

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2021-07-09

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2021-07-09

$Orphazyme A/S(ORPH)$..........

2021-07-08

$Regional Health Properties, Inc.(RHE)$........

2021-07-08

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2021-06-16

good

券商勾勒A股下半年掘金图谱，哪些主线将接力？

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19:17","market":"sh","language":"zh","title":"券商勾勒A股下半年掘金图谱，哪些主线将接力？","url":"https://stock-news.laohu8.com/highlight/detail?id=1157232666","media":"经济观察报","summary":"随着券商机构下半年投资策略陆续出台，一幅投资路线图逐渐勾画清晰。\n\n导读\n壹  ||  中信证券、中信建投、中金公司等多家券商近日陆续发布2021年中期策略报告。随着2021年上半年行情接近尾声，A股","content":"<div>\n<p>随着券商机构下半年投资策略陆续出台，一幅投资路线图逐渐勾画清晰。\n\n导读\n壹  ||  中信证券、中信建投、中金公司等多家券商近日陆续发布2021年中期策略报告。随着2021年上半年行情接近尾声，A股下半年走势成为市场关注焦点。\n贰  ||  今年上半年，A股市场经历了核心资产与二线资产、大市值与中小市值、成长股与周期股的再平衡，相比去年下半年弱周期与顺周期、消费品与制造业的再平衡，今年上半年市场...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>券商勾勒A股下半年掘金图谱，哪些主线将接力？</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/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157232666","content_text":"随着券商机构下半年投资策略陆续出台，一幅投资路线图逐渐勾画清晰。\n\n导读\n壹  ||  中信证券、中信建投、中金公司等多家券商近日陆续发布2021年中期策略报告。随着2021年上半年行情接近尾声，A股下半年走势成为市场关注焦点。\n贰  ||  今年上半年，A股市场经历了核心资产与二线资产、大市值与中小市值、成长股与周期股的再平衡，相比去年下半年弱周期与顺周期、消费品与制造业的再平衡，今年上半年市场的分歧更大、轮动更快。下半年有哪些主线值得布局？\n年初至春节期间，上证指数接连突破3500点、3600点、3700点，核心资产抱团行情；\n春节至五一小长假期间，上证指数从3731点回调至3400点附近，周期板块行情；\n五一至今，上证指数从3400点拉升至3600点，并围绕3600点这一关口上下盘整，热点板块频繁轮动。\n随着2021年上半年行情接近尾声，A股下半年走势成为市场关注的焦点，上证指数是维持震荡还是进入上行区间？哪些板块将接力，成为投资主线？随着券商机构下半年投资策略陆续出台，一幅投资路线图逐渐勾画清晰。\n震荡还是上行？\n回顾今年上半年的A股市场表现，总体呈现出一波三折的过程。\n2021年春节，宏观流动性趋紧引发了市场的回调。在春节之后，大宗商品价格的上行带来市场的反弹，2020年受到追捧的核心资产与有色、化工、煤炭、钢铁等周期板块呈现出冰火两重天的巨大差异。美国经济持续复苏，美债利率从1.5%持续上升到1.75%加剧了这种行情的分化。随着4月大宗商品价格见顶，流动性收紧的压力缓解，疫苗在全球范围内的普及，生物制品、白酒等核心资产再度回归，回到了前期市场的高点。6月份以来，虽然市场交投较为活跃，但热点较为分散。\n中信证券、中信建投、中金公司等多家券商近日陆续发布2021年中期策略报告。随着2021年上半年行情接近尾声，A股下半年走势成为市场关注焦点。\n中信证券预计，下半年A股将在全球共振复苏和通胀扰动缓解下步入共振上行期，四季度空间更大。\n华泰证券认为，在四季度之前无需担心中国经济进入类滞胀阶段，也无需担心全球流动性拐点，当前至三季度末有望为A股全年的赛点时间，10月之后全球股市盈利和估值两端压力渐增。\n东方证券认为，A股市场将从流动性市场向业绩市场过渡，股市震荡上行。对于A股市场的理解是，A股市场经历了流动性的推动，将逐步向业绩市场过渡。目前处于流动性市场第二阶段向业绩市场的过渡之中。过渡期中，股市一般以震荡上行为主。\n银河证券认为，当下没有结束牛市的信号，依然值得挖掘机会。上涨空间看，主要市场指数的上涨空间在2021年下半年以及之后的这轮牛市顶部，不太容易超过30%。\n不过，中信建投倾向于认为，下半年A股市场不存在系统性的机会，美债利率上行和汇率阶段性贬值将带来负面的影响，市场整体在当前状态下持续运行。在这种情况下，赛道选择和预期收益判断成为核心。\n哪些主线将接力？\n今年上半年，A股市场经历了核心资产与二线资产、大市值与中小市值、成长股与周期股的再平衡，相比去年下半年弱周期与顺周期、消费品与制造业的再平衡，今年上半年市场的分歧更大、轮动更快。下半年有哪些主线值得布局？\n平安证券建议下半年布局成长风格的结构性机遇，关注新能源汽车、新能源、半导体、化工新材料、生物医药等高景气产业。以经济转型为主线，建议关注高景气产业链上投资机会由龙头向更多企业的扩散。\n建议下半年偏向成长风格的不止平安证券一家。中信证券认为，A股下半年盈利有韧性但结构分化明显，周期弱化，成长占优。配置方面，建议淡化周期思维，重视估值弹性，三季度可以聚焦高成长品种，四季度增配大消费板块。\n中信建投也给出了类似的观点，认为成长股在经济下行的环境中将表现更优。建议布局医药、人工智能、新能源及新能源汽车板块。随着人口老龄化和人类健康需求的提高，生物医药行业空间大，具备良好的持续盈利能力；人工智能能够解决更多问题，也是未来发展的重要方向，人工智能行业未来5年复合增速预计为26.2%，中国人工智能复合增速预计为44.5%，属于长坡厚雪的赛道。而在“碳中和”背景下，新能源汽车、光伏等行业具有广阔的成长空间，新能源汽车在未来15年的长期复合增速预计在22%~32%之间，光伏行业装机量复合增速也在25%左右的水平。\n中金公司也表示，随着中国逐步进入“疫后新常态”，市场关注点可能从通胀转到更加关注增长可持续性，大类资产上，逐步减配周期与商品、关注结构，中国股市整体表现可能偏中性、聚焦优质成长，择机加配债券。下半年五大主题机会：（1）产业升级与科技创新；（2）消费升级；（3）二线“隐形冠军”；（4）财富管理与资产管理大发展；（5）“穿越周期”的周期股。\n华泰证券认为，当前至Q3末核心资产、大市值、成长股收益有望改善，二线资产＞核心资产、中小市值＞大市值、顺周期＞弱周期是中长期趋势而非短期再平衡。\n银河证券对核心资产的走势持谨慎态度，其认为，配置景气度向上的行业，比配置龙一、龙二或龙三更直接影响投资回报率。在时代的大环境面前，“没有企业的时代，只有时代的企业”。核心资产2019-2020年的繁荣，已经透支个股α利好。2021年，大中小市值公司风格会趋于均衡。2019-2020年的热门核心资产公司，至少有一半公司在2021年会跑输。2021年的事件驱动型机会将显著多于2020年。\n银河证券同时给出了三条下半年配置主线：（一）供需格局改善的资源周期行业，如煤炭、石油、有色、钢铁、银行等板块，价格是关键变量。这类板块只有在基本面强势的时候才有好的配置机会，难度较大，属于“强者逻辑”；（二）难以被证伪、行业景气度长期高的长期主线，如白酒、医美、医疗服务等定价权强的消费、医疗成长性公司，以及新能源汽车。目前估值高、性价比低，如遇到类似3月大跌，则可能出现机会；（三）受事件和市场情绪影响较大的科技周期类行业，如半导体、光伏、国产替代软件、军工等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":175404212,"gmtCreate":1627045030436,"gmtModify":1703483134284,"author":{"id":"3581847899541278","authorId":"3581847899541278","name":"StellaPcy","avatar":"https://static.tigerbbs.com/c7739e7439f457f61c0520619f5b8101","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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18:35","market":"us","language":"zh","title":"蔚来4月份交付量为7102辆，同比增长125.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142462428","media":"老虎资讯综合","summary":"蔚来官方微博公布4月交付数据，以下是重点：1、2021年4月交付7,102台，环比下滑2.1%，同比增长125.1%，保持高速发展态势；2、截至4月底，蔚来累计交付102,803台，突破10万里程碑；","content":"<p>蔚来官方微博公布4月交付数据，以下是重点：</p><p>1、2021年4月交付7,102台，环比下滑2.1%，同比增长125.1%，保持高速发展态势；</p><p>2、截至4月底，蔚来累计交付102,803台，突破10万里程碑；</p><p>3、全新蔚来ES8交付1,523台，蔚来ES6交付3,163台，蔚来EC6交付2,416台；</p><p>4、2021年是蔚来发展历程里至关重要的一年，蔚来会进一步提升充换电与销售服务网络的建设，为大家提供最好的全程体验；同时坚定地加强新产品和新技术的研发投入，为长远稳固的发展打下坚实基础。</p><p><img src=\"https://static.tigerbbs.com/2ee97d8e743125dc073259ad405efddd\" tg-width=\"690\" tg-height=\"1494\" referrerpolicy=\"no-referrer\"></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>蔚来4月份交付量为7102辆，同比增长125.1%</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; 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.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蔚来4月份交付量为7102辆，同比增长125.1%\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\">2021-05-01 18:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>蔚来官方微博公布4月交付数据，以下是重点：</p><p>1、2021年4月交付7,102台，环比下滑2.1%，同比增长125.1%，保持高速发展态势；</p><p>2、截至4月底，蔚来累计交付102,803台，突破10万里程碑；</p><p>3、全新蔚来ES8交付1,523台，蔚来ES6交付3,163台，蔚来EC6交付2,416台；</p><p>4、2021年是蔚来发展历程里至关重要的一年，蔚来会进一步提升充换电与销售服务网络的建设，为大家提供最好的全程体验；同时坚定地加强新产品和新技术的研发投入，为长远稳固的发展打下坚实基础。</p><p><img src=\"https://static.tigerbbs.com/2ee97d8e743125dc073259ad405efddd\" tg-width=\"690\" tg-height=\"1494\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142462428","content_text":"蔚来官方微博公布4月交付数据，以下是重点：1、2021年4月交付7,102台，环比下滑2.1%，同比增长125.1%，保持高速发展态势；2、截至4月底，蔚来累计交付102,803台，突破10万里程碑；3、全新蔚来ES8交付1,523台，蔚来ES6交付3,163台，蔚来EC6交付2,416台；4、2021年是蔚来发展历程里至关重要的一年，蔚来会进一步提升充换电与销售服务网络的建设，为大家提供最好的全程体验；同时坚定地加强新产品和新技术的研发投入，为长远稳固的发展打下坚实基础。","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141131955,"gmtCreate":1625841379577,"gmtModify":1703749702743,"author":{"id":"3581847899541278","authorId":"3581847899541278","name":"StellaPcy","avatar":"https://static.tigerbbs.com/c7739e7439f457f61c0520619f5b8101","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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