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2023-01-06

$尚乘数科(HKD)$ sold too fast, alamak

2021-06-28

One day down three day up, ?

US stocks are not bear VS a 15% pullback! Well-known big banks forecast U.S. and Hong Kong stocks in the second half of the year

2021-06-08

hmmmmmmm

Can U.S. stocks rise again? JPMorgan: The Next Round of Higher Markets is Coming

2021-06-25

China made export to USA?

Tesla Gains More Than 5%, Model 3, Model Y May Sell Out in the U.S.

2023-04-17

Play

2022-12-06

Hmmm

2022-12-01

Hmmmmm

2022-11-30

Hmmmm

2022-10-04

$新东方(EDU)$

2022-09-12

Noted

Reminder: The Mid-Autumn Festival closure arrangement is here! Hong Kong stocks are closed on the 12th

Go to Tiger App to see more news

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I think is the concern","listText":"What is the targrt price for&nbsp;next 6 months? I think is the concern","text":"What is the targrt price for next 6 months? I think is the concern","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816510531","repostId":"1179422818","repostType":2,"isVote":1,"tweetType":1,"viewCount":3800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156858633,"gmtCreate":1625213456422,"gmtModify":1703738474326,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"OK&nbsp;","listText":"OK&nbsp;","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156858633","repostId":"1168133884","repostType":4,"repost":{"id":"1168133884","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":1625021330,"share":"https://ttm.financial/m/news/1168133884?lang=en_US&edition=fundamental","pubTime":"2021-06-30 10:48","market":"sg","language":"zh","title":"Reminder: U.S. stocks are closed all day on July 5th due to the U.S. Independence Day holiday","url":"https://stock-news.laohu8.com/highlight/detail?id=1168133884","media":"老虎资讯综合","summary":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月","content":"<p><b>Due to the U.S. Independence Day holiday, U.S. stocks will be closed for one day on July 5th (Monday), and trading will resume on July 6th (Tuesday).</b></p><p>Hong Kong shares, A shares, British shares, Australian shares and Singapore stock markets traded as usual.</p><p><b>Background Introduction:</b></p><p><b>Independence Day</b>Is the statutory national day of the United States, which is dated on July 4 each year to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. America's Independence Day is as grand as religious and folk festivals. People clean their courtyards, decorate their homes and fly the national flag before the festival.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></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>Reminder: U.S. stocks are closed all day on July 5th due to the U.S. Independence Day holiday</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nReminder: U.S. stocks are closed all day on July 5th due to the U.S. Independence Day holiday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-30 10:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Due to the U.S. Independence Day holiday, U.S. stocks will be closed for one day on July 5th (Monday), and trading will resume on July 6th (Tuesday).</b></p><p>Hong Kong shares, A shares, British shares, Australian shares and Singapore stock markets traded as usual.</p><p><b>Background Introduction:</b></p><p><b>Independence Day</b>Is the statutory national day of the United States, which is dated on July 4 each year to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. America's Independence Day is as grand as religious and folk festivals. People clean their courtyards, decorate their homes and fly the national flag before the festival.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150393554,"gmtCreate":1624886292678,"gmtModify":1703847010502,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"One day down three day up, ?&nbsp;","listText":"One day down three day up, ?&nbsp;","text":"One day down three day up, ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150393554","repostId":"1180159838","repostType":4,"repost":{"id":"1180159838","kind":"news","pubTimestamp":1624880950,"share":"https://ttm.financial/m/news/1180159838?lang=en_US&edition=fundamental","pubTime":"2021-06-28 19:49","market":"hk","language":"zh","title":"US stocks are not bear VS a 15% pullback! Well-known big banks forecast U.S. and Hong Kong stocks in the second half of the year","url":"https://stock-news.laohu8.com/highlight/detail?id=1180159838","media":"美港电讯APP","summary":"美股今年迄今取得较大涨幅，市场关注美联储通胀及加息表态，港股今年迄今经历“过山车式”走势，大行对于下半年表现预期不一，有哪些需要关注的？美股下半年展望\n上周美股大幅反弹，纳指及标普500指数指数均刷新","content":"<p>US stocks have achieved a large increase so far this year, and the market is concerned about the inflation of the Federal Reserve and the statement of rate hike. Hong Kong stocks have experienced a \"roller coaster\" trend so far this year, and big banks have different expectations for their performance in the second half of the year. What should we pay attention to?<img src=\"https://static.tigerbbs.com/347e042b7f2477eb321a5543ae792f38\" tg-width=\"735\" tg-height=\"656\"><b>U.S. Stocks Outlook for the Second Half of the Year</b></p><p>Last week, U.S. stocks rebounded sharply, with the Nasdaq and S&P 500 indexes both reaching record highs. Benefiting from the economic recovery, U.S. stocks have achieved large gains so far in 2021, with the Dow rising by 12.51%, the Nasdaq rising by 11.42% and the S&P 500 rising by 13.97%. The market pays attention to the Fed's statement on inflation and rate hike, and the big banks have different expectations for the second half of the year. Which sectors deserve attention?</p><p><b>Credit Suisse: Stocks to Outperform Other Assets</b></p><p>Credit Suisse expects global growth to accelerate in the coming months as countries gradually reopen their economies. In the process, the stock market will outperform other assets. Credit Suisse wrote in its second-half outlook strategy report that it is expected that the global economy will grow by 5.9% year-on-year in 2021, and the global economic growth rate will reach 4% in 2022. Growth is driven mainly by the advancement of the vaccination process, fiscal stimulus and the broader recovery of the services sector.</p><p>Ray Farris, chief investment officer of Credit Suisse South Asia, said the expansion could lead to a sharp recovery in global earnings growth, boosting stocks. He told the media: \"We want stocks to be an outperforming asset class over the next six months to a year. As long as earnings continue to trend upward, history shows that the stock market will climb all the way up. Maybe there will be constant corrections in the process, but corrections are opportunities.\"</p><p>In the stock market, Credit Suisse said it prefers to invest in cyclical industries such as finance and materials, especially cyclical stocks in the European region. The bank said that European cyclical stocks are expected to make lucrative profits like cyclical stocks in US stocks, but valuations are at low levels in decades.</p><p><b>Morgan Stanley: Bullish on Essentials, Healthcare and Raw Materials Stocks</b></p><p>Judging from the past experience of mid-cycle transition, Morgan Stanley believes that US stocks will have a callback of about 15%. The bank said the consensus estimate for next year is now above what its analysts had predicted would be achievable since the recovery began after its most upbeat quarterly earnings revision ever. More specifically, given the headwinds of inflation and taxes, the bank believes the margin estimates are too high, and the market should start taking into account these factors by lowering valuations.</p><p>Driven by increased infrastructure spending, the bank downgraded related companies. In its view, much of infrastructure spending has been reasonably priced, and such projects typically take longer to produce results. Additionally, many industrial businesses will be most affected by rising inflation and labor shortages in the supply chain. Instead, the bank continues to favor financials and raw materials stocks as a way to combat rising inflation. Healthcare services businesses have lower valuations and more pent-up demand compared to tech stocks.</p><p>Morgan Stanley remains bullish on staples, healthcare and raw materials stocks rather than technology, discretionary and industrial stocks. Morgan Stanley also continues to be bullish on bank stocks, believing that they are the best way to deal with inflation, and suggests avoiding semiconductors, retailers, construction and building materials and other representative industries in the early cycle. Finally, looking back across the portfolio, finding a reasonable valuation for the company's value remains an important consideration.</p><p><b>CITIC Securities: Tax increase is the biggest risk of U.S. stocks in the second half of the year</b></p><p>The G7 finance ministers' meeting on June 5 announced in support of the proposal to impose a global minimum tax rate of 15%, but we judge that if this proposal cannot be rolled out under the framework of OECD or G20, it is expected to have a limited impact on the tax burden of multinational enterprises. However, if Biden's domestic tax increase proposal lands, it is expected to be the biggest risk for U.S. stocks in the second half of the year: 1) The increase in corporate income tax will directly impact the earnings of U.S. stocks, while the technology and pharmaceutical industries with low effective tax rates and high proportion of overseas income are expected to be the most affected; 2) If the capital gains tax is raised to 39.6%, it is expected to trigger investors to sell off. Since February this year, the trend of \"retail investors plus leverage\" entering the market may be reversed; 3) Since World War II, there has never been a joint increase in personal income tax, corporate income tax and capital gains tax in American history. Therefore, if the United States unilaterally raises the tax rate, it may lead to the outflow of domestic funds in the medium and long term.</p><p>Against the background of continuous improvement in vaccination rates, the global economy is expected to restart in the second half of this year. The price pressure caused by short-term \"demand normalization\" vs \"supply bottleneck\" will also gradually fade. For the United States, although the Federal Reserve has a high probability of maintaining an ultra-loose monetary policy in the second half of the year, in view of the fact that the current high valuation of S&P 500 has overdrawn the fundamentals beyond expectations, if the release of Taper signal and Biden's tax increase land in August and September respectively, it may mean that the US stocks boosted by \"retail investors plus leverage\" since February this year will face a concentrated risk outbreak in the third quarter.</p><p><b>Huifeng International Development: It is expected that the standard index will see 4,200 to 4,300 points at the end of the year</b></p><p>Zhang Yufeng, director of Huifeng International Development, said that due to favorable factors such as vaccination and economic restart, he is optimistic about the performance of U.S. stocks in the second half of the year, and the index is expected to reach 4,200 points to 4,300 points by the end of the year. Although inflation expectations in the United States have risen recently and the Federal Reserve's recent hawking, he believes that if you are not short-term investors, you don't need to take these factors too seriously. Everyone will be sensitive to rate hike and inflation news, but the Fed's remarks will actually change at any time. The most important thing to buy US stocks is to pay attention to the future development of the company.</p><p>Against the background of economic recovery, we are optimistic about financial stocks and health care sector. Due to the current increase in capital in the market, it is noted that the active performance of financial activities such as SPEC and IPO in the United States since May, coupled with the current rise of the concept of combining artificial intelligence technology in the financial industry, will greatly accelerate the development of the industry.</p><p>In the first half of the year, there was a phenomenon of sector rotation in the US stock market, and the valuation of many technology stocks was discounted. However, they were still optimistic about technology stocks in the long run, and not the whole sector was dragged down. Some large technology stocks, such as Google A and Amazon, did not perform poorly, and small and medium-sized technology stocks were mainly affected. Looking forward to the second half of the year, there will be a number of technology stocks listed, which is expected to drive the sentiment of the technology sector, thus improving the performance of this sector.</p><p><b>Industrial Securities: U.S. stocks are not bear markets, but vulnerability and volatility are increasing, and growth is expected to outperform</b></p><p>The report pointed out that in the second half of the year, the US economy may enter \"stagflation-like\", with the economy weakening and inflation fluctuating at a high level. The probability of bear market in the second half of the US stock market is small, and the probability of continuing the market through shocks is high. The liquidity environment in Europe and the United States remains loose, economic growth slows down but remains resilient, and the impact of Taper and tax increase is still in the expected stage.</p><p>Growth stocks supported by fundamentals in the U.S. stock market will be expected to outperform again. The valuation of the growth leader of U.S. stocks represented by FAANGs is not high, which is expected to stabilize its popularity. Secondly, the yield of U.S. bonds will maintain a range fluctuation in the second half of the year, which is different from the rapid improvement in the first half of the year. Therefore, the release of valuation risks of growth stocks has come to an end. In addition, the performance growth in the second half of the year shifted to endogenous driving. In the past half of the year, the cyclical value style of U.S. stocks has benefited from the cyclical recovery and obviously outperformed. In the second half of the year, it will be under pressure as the kinetic energy of the U.S. inventory cycle weakens. Growth stocks will differentiate, and growth stocks with long-term endogenous growth momentum will start a new upward trend. However, thematic growth stocks or high-valuation sectors that overdraw high growth expectations will still be abandoned.</p><p><b>Outlook for Hong Kong Stocks in the Second Half of the Year</b></p><p>Last week, Hong Kong stocks rose first and then fell, especially technology stocks ushered in a slight rebound. So far this year, Hong Kong stocks have experienced a \"roller coaster\" trend, and their overall performance lags behind other major stock indexes. The Hang Seng Index has risen by 7.48%, the State Index has risen by 1.17%, and the red chip index has risen by 7.35%.</p><p><b>CICC: The performance of the broader market index is still relatively flat to regain the new economy</b></p><p>Looking forward to the second half of the year, we believe that although the performance of the Hong Kong stock market index may still be relatively flat, the structural attractiveness is already in place, focusing on the \"new economy\" related sectors. Overall, we expect that Hang Seng State-owned Enterprises and MSCI China Index are expected to climb to 11,900 points and 114 points respectively, which implies about 10% and 4% upside compared with the current situation. The main driving force comes from the 8% and 9% increase in earnings respectively, while the valuation changes expand by 4% and contract by 2% respectively. It is expected that the net profit growth rate of overseas Chinese-funded stocks in 2021 is expected to reach 24.4%, of which the net profit of non-financial sector and financial sector will increase by 35.2% and 16.3% respectively.</p><p>We expect domestic monetary policy to remain basically stable against the background that economic growth remains stable and structural issues such as high leverage remain the policy focus. If the subsequent growth faces greater pressure and the external uncertainty increases or decreases with the opening of the Fed's reduction, it is not excluded that there are certain domestic policies as hedges. We believe that the overall liquidity will remain relatively friendly before the Fed's QE reduction. In addition, in the medium and long term, the growing new economic landscape of Hong Kong market will continue to enhance its long-term attractiveness to domestic and foreign funds.</p><p>Specifically, we suggest over-allocating information technology, big consumption, medical care, some manufacturing industries, energy and diversified finance, but we suggest standard or low-allocating real estate, insurance, public utilities, etc. In addition to macro-based allocation ideas, we also provide two industry allocation ideas: high quality (ROE vs. PEG) and high prosperity (capital expenditure). In the medium term, we believe that China will take the lead in recovering from the impact of the epidemic and returning to normalization, which will push the market to refocus on the opportunities brought by China's original inherent long-term structural trends (such as consumption and industrial upgrading), such as electric vehicles, new energy (including solar energy), technological hardware, semiconductors, large consumption and pharmaceutical biology.</p><p><b>CCB International: Hong Kong stocks will show an M-shaped trend in the second half of the year, with the highest visible 29,500 points, which can focus on domestic stocks</b></p><p>Zhao Wenli, managing director and deputy research director of CCB International Securities Research Department, pointed out that it is expected that Hong Kong stocks will maintain range fluctuations in the second half of the year and show an M-shaped trend. The Hang Seng Index will fluctuate in the range of 26,500 to 29,500 points, and the State-owned Enterprise Volatility Index will range from 9,500 to 11,500 points. The third quarter of 2021 will be the inspection window of important market expectations. At the same time, important variables such as epidemic situation, debt interest and US dollar are facing direction choices, and a new inflection point of style switching may also be formed in the third quarter.</p><p>In the second half of this year, there is an opportunity for a new style switch in the Hong Kong market, among which growth stocks are expected to outperform value stocks. As China emerged from the pandemic earlier than Europe and the United States, value stocks have reacted ahead of schedule. At the same time, the slowdown of economic growth may also limit the upside of value stocks. Relatively speaking, some leading growth stocks have high visibility of medium and long-term growth, and the cost performance ratio is higher than that of value stocks in the short period.</p><p>In terms of industries, the main segments with increasing profits are concentrated in biotechnology, film and television entertainment and cyclical products industries. The main downward-revised industries in the forecast include medical aesthetics, software, wine and travel and real estate-related sectors. It is recommended to focus on domestic stocks with high \"visibility\" and policy support, such as consumer, biomedicine, hardware technology, automobile and other industries. At the same time, we absorbed the leading high-quality new economic growth stocks on dips, and gradually reduced our holdings of procyclical value stocks.</p><p><b>GF: Hong Kong stock technology is seriously undervalued in the world</b></p><p>GF Hong Kong Strategy Research pointed out that since mid-February this year, the trend of large-scale science and technology stocks in the Hong Kong stock market has been under significant pressure, which is mainly restricted by three factors: the gradual tightening of platform economy supervision measures, the decline of \"home economy\" dividends worldwide and the high yield of U.S. bonds. However, from the time point of mid-2021, the negative impact brought by the above three adverse factors is marginally diminishing, and the long-term layout value of Hong Kong's large science and technology stocks is gradually emerging.</p><p>The valuation level of large-scale science and technology stocks has basically fallen below the historical average, and it has regained a good investment cost performance and sufficient margin of safety. Hang Seng Index expects PEG valuation to be greatly underestimated with Nasdaq and GEM index. In the future, the convergence of \"valuation difference\" between cross-markets is also expected to become the supporting kinetic energy for the strength of Hong Kong stock network giants. Coupled with the anti-monopoly policy of \"scraping bones to treat poison\", the short-term negative impact is controllable, and it will help to enhance the vitality of the industry in the long term. With the implementation of Ali's punishment, the uncertainty of policy has also declined. Despite the gradual ebbing of the global home economy, the performance of large science and technology companies in Hong Kong stocks is still resilient.</p><p>In the first quarter of this year, the performance of Hong Kong stock network giants was basically within market expectations, and some even exceeded expectations. Although the dividends of the epidemic have gradually faded, the dividends of economic transformation are still in the process of continuous release, and leading enterprises in the science and technology industry will benefit significantly by relying on their stable and efficient business model and good corporate governance.</p><p><b>Nomura: Recommended Financial, Cyclical Stocks as Inflation Hedges</b></p><p>Nomura published a research report, describing the stock market in the Asia-Pacific region as being at a crossroads in the second half of the year. It is expected that the stock market will benefit from the strong corporate profit outlook and rise. The MSCI Asia Index (excluding Japan) for 2021 and 2022 is targeted at 900 points and 974 points. Although the statement of excessive inflation and policy normalization has increased, there is a risk of short-term correction, but it has a positive attitude towards Asian stock markets in the medium term. Nomura, for its part, gave Hong Kong stock market an underweight rating, forecasting a price-to-earnings ratio of 19.2 times in 2021. The bank advises investors to balance their investment portfolios and hedge against inflation with thematic and attractive valuations such as financial and cyclical stocks.</p><p>The ten Hong Kong stocks recommended by Nomura include Tencent Holdings, Alibaba, BYD, China Merchants Bank, Anta Sports, Haidilao, Xincheng Development Holdings, China Taiping, Weigao and CK Hutchison.</p><p><b>Everbright Sun Hung Kai Securities: The trend of Hong Kong stocks in the second half of the year is cautiously optimistic, and the Hang Seng Index is high or see 31000 points</b></p><p>Everbright Sun Hung Kai Securities released its outlook report for the second half of the year. Wu Lixian, a strategist, said that he was cautiously optimistic about the trend of Hong Kong stocks in the second half of the year, with a high level of 31,000 points and a low level of 26,000 points. He also said that his view on science and technology stocks in the second half of the year is relatively positive. Because the stock price performance of related industries in the first half of the year is relatively backward, its performance fundamentals are good, and it is expected to fall behind in the second half of this year. It is expected that in the second half of this year, the high level of Hang Seng Technology Index will appear around 9,000 points, while the support level will be at 7,400 points. The bank also predicts that the second half target of the HSCEI will be 11,800 points.</p><p>Wu Lixian also pointed out that it is expected that Hong Kong stocks will continue the main tone of valuation repair in the first half of the year in the second half of the year. Both the old and new economic stocks have different performance opportunities, while the upward trend of cyclical stocks may be slowing down now, among which the four major sectors are optimistic, including the new economy, petroleum energy, household appliance consumption and communication services.</p><p><b>Credit Suisse: Hang Seng Index Looks Up in the Second Half of the Year to End the Target of 30,000 Points</b></p><p>Shao Zhiming, chief investment officer of Credit Suisse Greater China, said that the trend of Hong Kong stocks in the second half of the year will rise. The Hang Seng Index will target 30,000 points at the end of this year, but Hong Kong stocks are still subject to the tightening of monetary policy in the mainland in the short term. He estimated that as soon as the end of the third quarter to the fourth quarter, the tight monetary situation in the mainland may improve, which will prompt the capital inflow into Hong Kong stocks to pick up and drive the market sentiment.</p><p>Shao Zhiming pointed out that the favorable factors for Hong Kong stocks also include the optimistic global economic growth prospect and the potential of RMB appreciation to support Chinese stocks. At present, he is optimistic about sustainable sectors in the mainland, such as solar energy, wind energy and electric vehicle industries, while maintaining a neutral view on Chinese technology stocks.</p><p>Some large science and technology companies have indicated that they will allocate profits for medium and long-term investment in the short term. It is expected that the profit performance of technology stocks in the next two quarters will be difficult to surprise the market. Moreover, the valuation of value stocks is still attractive. Investors continue to increase their holdings of value stocks and flush the proportion of technology stocks in their investment portfolios, which will limit the performance of technology stocks.</p><p><b>Hang Seng Asset Management: Growth stocks can outperform value stocks in the second half of the year</b></p><p>Xue Yonghui, director and investment director of Hang Seng Investment Management, said that the global supervision of technology companies has been strengthened, but the market has roughly digested the news, and companies are adapting to the new environment. On the other hand, growth stocks began to adjust in February. Now, some technology stocks have returned to a more attractive level, and there are opportunities to absorb them at a low level. I believe that the growth stocks can outperform value stocks in the second half of the year.</p><p>We are optimistic about domestic demand, Internet companies (e-commerce, life platform), population aging and pharmaceutical innovation, environmental protection (new energy, electric vehicles, electric vehicle batteries), real estate (property management, real estate online platform) and other industries, but we are bearish about energy, telecommunications and other sectors.</p>","source":"lsy1606393433888","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>US stocks are not bear VS a 15% pullback! Well-known big banks forecast U.S. and Hong Kong stocks in the second half of the year</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nUS stocks are not bear VS a 15% pullback! Well-known big banks forecast U.S. and Hong Kong stocks in the second half of the year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">美港电讯APP</strong><span class=\"h-time small\">2021-06-28 19:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>US stocks have achieved a large increase so far this year, and the market is concerned about the inflation of the Federal Reserve and the statement of rate hike. Hong Kong stocks have experienced a \"roller coaster\" trend so far this year, and big banks have different expectations for their performance in the second half of the year. What should we pay attention to?<img src=\"https://static.tigerbbs.com/347e042b7f2477eb321a5543ae792f38\" tg-width=\"735\" tg-height=\"656\"><b>U.S. Stocks Outlook for the Second Half of the Year</b></p><p>Last week, U.S. stocks rebounded sharply, with the Nasdaq and S&P 500 indexes both reaching record highs. Benefiting from the economic recovery, U.S. stocks have achieved large gains so far in 2021, with the Dow rising by 12.51%, the Nasdaq rising by 11.42% and the S&P 500 rising by 13.97%. The market pays attention to the Fed's statement on inflation and rate hike, and the big banks have different expectations for the second half of the year. Which sectors deserve attention?</p><p><b>Credit Suisse: Stocks to Outperform Other Assets</b></p><p>Credit Suisse expects global growth to accelerate in the coming months as countries gradually reopen their economies. In the process, the stock market will outperform other assets. Credit Suisse wrote in its second-half outlook strategy report that it is expected that the global economy will grow by 5.9% year-on-year in 2021, and the global economic growth rate will reach 4% in 2022. Growth is driven mainly by the advancement of the vaccination process, fiscal stimulus and the broader recovery of the services sector.</p><p>Ray Farris, chief investment officer of Credit Suisse South Asia, said the expansion could lead to a sharp recovery in global earnings growth, boosting stocks. He told the media: \"We want stocks to be an outperforming asset class over the next six months to a year. As long as earnings continue to trend upward, history shows that the stock market will climb all the way up. Maybe there will be constant corrections in the process, but corrections are opportunities.\"</p><p>In the stock market, Credit Suisse said it prefers to invest in cyclical industries such as finance and materials, especially cyclical stocks in the European region. The bank said that European cyclical stocks are expected to make lucrative profits like cyclical stocks in US stocks, but valuations are at low levels in decades.</p><p><b>Morgan Stanley: Bullish on Essentials, Healthcare and Raw Materials Stocks</b></p><p>Judging from the past experience of mid-cycle transition, Morgan Stanley believes that US stocks will have a callback of about 15%. The bank said the consensus estimate for next year is now above what its analysts had predicted would be achievable since the recovery began after its most upbeat quarterly earnings revision ever. More specifically, given the headwinds of inflation and taxes, the bank believes the margin estimates are too high, and the market should start taking into account these factors by lowering valuations.</p><p>Driven by increased infrastructure spending, the bank downgraded related companies. In its view, much of infrastructure spending has been reasonably priced, and such projects typically take longer to produce results. Additionally, many industrial businesses will be most affected by rising inflation and labor shortages in the supply chain. Instead, the bank continues to favor financials and raw materials stocks as a way to combat rising inflation. Healthcare services businesses have lower valuations and more pent-up demand compared to tech stocks.</p><p>Morgan Stanley remains bullish on staples, healthcare and raw materials stocks rather than technology, discretionary and industrial stocks. Morgan Stanley also continues to be bullish on bank stocks, believing that they are the best way to deal with inflation, and suggests avoiding semiconductors, retailers, construction and building materials and other representative industries in the early cycle. Finally, looking back across the portfolio, finding a reasonable valuation for the company's value remains an important consideration.</p><p><b>CITIC Securities: Tax increase is the biggest risk of U.S. stocks in the second half of the year</b></p><p>The G7 finance ministers' meeting on June 5 announced in support of the proposal to impose a global minimum tax rate of 15%, but we judge that if this proposal cannot be rolled out under the framework of OECD or G20, it is expected to have a limited impact on the tax burden of multinational enterprises. However, if Biden's domestic tax increase proposal lands, it is expected to be the biggest risk for U.S. stocks in the second half of the year: 1) The increase in corporate income tax will directly impact the earnings of U.S. stocks, while the technology and pharmaceutical industries with low effective tax rates and high proportion of overseas income are expected to be the most affected; 2) If the capital gains tax is raised to 39.6%, it is expected to trigger investors to sell off. Since February this year, the trend of \"retail investors plus leverage\" entering the market may be reversed; 3) Since World War II, there has never been a joint increase in personal income tax, corporate income tax and capital gains tax in American history. Therefore, if the United States unilaterally raises the tax rate, it may lead to the outflow of domestic funds in the medium and long term.</p><p>Against the background of continuous improvement in vaccination rates, the global economy is expected to restart in the second half of this year. The price pressure caused by short-term \"demand normalization\" vs \"supply bottleneck\" will also gradually fade. For the United States, although the Federal Reserve has a high probability of maintaining an ultra-loose monetary policy in the second half of the year, in view of the fact that the current high valuation of S&P 500 has overdrawn the fundamentals beyond expectations, if the release of Taper signal and Biden's tax increase land in August and September respectively, it may mean that the US stocks boosted by \"retail investors plus leverage\" since February this year will face a concentrated risk outbreak in the third quarter.</p><p><b>Huifeng International Development: It is expected that the standard index will see 4,200 to 4,300 points at the end of the year</b></p><p>Zhang Yufeng, director of Huifeng International Development, said that due to favorable factors such as vaccination and economic restart, he is optimistic about the performance of U.S. stocks in the second half of the year, and the index is expected to reach 4,200 points to 4,300 points by the end of the year. Although inflation expectations in the United States have risen recently and the Federal Reserve's recent hawking, he believes that if you are not short-term investors, you don't need to take these factors too seriously. Everyone will be sensitive to rate hike and inflation news, but the Fed's remarks will actually change at any time. The most important thing to buy US stocks is to pay attention to the future development of the company.</p><p>Against the background of economic recovery, we are optimistic about financial stocks and health care sector. Due to the current increase in capital in the market, it is noted that the active performance of financial activities such as SPEC and IPO in the United States since May, coupled with the current rise of the concept of combining artificial intelligence technology in the financial industry, will greatly accelerate the development of the industry.</p><p>In the first half of the year, there was a phenomenon of sector rotation in the US stock market, and the valuation of many technology stocks was discounted. However, they were still optimistic about technology stocks in the long run, and not the whole sector was dragged down. Some large technology stocks, such as Google A and Amazon, did not perform poorly, and small and medium-sized technology stocks were mainly affected. Looking forward to the second half of the year, there will be a number of technology stocks listed, which is expected to drive the sentiment of the technology sector, thus improving the performance of this sector.</p><p><b>Industrial Securities: U.S. stocks are not bear markets, but vulnerability and volatility are increasing, and growth is expected to outperform</b></p><p>The report pointed out that in the second half of the year, the US economy may enter \"stagflation-like\", with the economy weakening and inflation fluctuating at a high level. The probability of bear market in the second half of the US stock market is small, and the probability of continuing the market through shocks is high. The liquidity environment in Europe and the United States remains loose, economic growth slows down but remains resilient, and the impact of Taper and tax increase is still in the expected stage.</p><p>Growth stocks supported by fundamentals in the U.S. stock market will be expected to outperform again. The valuation of the growth leader of U.S. stocks represented by FAANGs is not high, which is expected to stabilize its popularity. Secondly, the yield of U.S. bonds will maintain a range fluctuation in the second half of the year, which is different from the rapid improvement in the first half of the year. Therefore, the release of valuation risks of growth stocks has come to an end. In addition, the performance growth in the second half of the year shifted to endogenous driving. In the past half of the year, the cyclical value style of U.S. stocks has benefited from the cyclical recovery and obviously outperformed. In the second half of the year, it will be under pressure as the kinetic energy of the U.S. inventory cycle weakens. Growth stocks will differentiate, and growth stocks with long-term endogenous growth momentum will start a new upward trend. However, thematic growth stocks or high-valuation sectors that overdraw high growth expectations will still be abandoned.</p><p><b>Outlook for Hong Kong Stocks in the Second Half of the Year</b></p><p>Last week, Hong Kong stocks rose first and then fell, especially technology stocks ushered in a slight rebound. So far this year, Hong Kong stocks have experienced a \"roller coaster\" trend, and their overall performance lags behind other major stock indexes. The Hang Seng Index has risen by 7.48%, the State Index has risen by 1.17%, and the red chip index has risen by 7.35%.</p><p><b>CICC: The performance of the broader market index is still relatively flat to regain the new economy</b></p><p>Looking forward to the second half of the year, we believe that although the performance of the Hong Kong stock market index may still be relatively flat, the structural attractiveness is already in place, focusing on the \"new economy\" related sectors. Overall, we expect that Hang Seng State-owned Enterprises and MSCI China Index are expected to climb to 11,900 points and 114 points respectively, which implies about 10% and 4% upside compared with the current situation. The main driving force comes from the 8% and 9% increase in earnings respectively, while the valuation changes expand by 4% and contract by 2% respectively. It is expected that the net profit growth rate of overseas Chinese-funded stocks in 2021 is expected to reach 24.4%, of which the net profit of non-financial sector and financial sector will increase by 35.2% and 16.3% respectively.</p><p>We expect domestic monetary policy to remain basically stable against the background that economic growth remains stable and structural issues such as high leverage remain the policy focus. If the subsequent growth faces greater pressure and the external uncertainty increases or decreases with the opening of the Fed's reduction, it is not excluded that there are certain domestic policies as hedges. We believe that the overall liquidity will remain relatively friendly before the Fed's QE reduction. In addition, in the medium and long term, the growing new economic landscape of Hong Kong market will continue to enhance its long-term attractiveness to domestic and foreign funds.</p><p>Specifically, we suggest over-allocating information technology, big consumption, medical care, some manufacturing industries, energy and diversified finance, but we suggest standard or low-allocating real estate, insurance, public utilities, etc. In addition to macro-based allocation ideas, we also provide two industry allocation ideas: high quality (ROE vs. PEG) and high prosperity (capital expenditure). In the medium term, we believe that China will take the lead in recovering from the impact of the epidemic and returning to normalization, which will push the market to refocus on the opportunities brought by China's original inherent long-term structural trends (such as consumption and industrial upgrading), such as electric vehicles, new energy (including solar energy), technological hardware, semiconductors, large consumption and pharmaceutical biology.</p><p><b>CCB International: Hong Kong stocks will show an M-shaped trend in the second half of the year, with the highest visible 29,500 points, which can focus on domestic stocks</b></p><p>Zhao Wenli, managing director and deputy research director of CCB International Securities Research Department, pointed out that it is expected that Hong Kong stocks will maintain range fluctuations in the second half of the year and show an M-shaped trend. The Hang Seng Index will fluctuate in the range of 26,500 to 29,500 points, and the State-owned Enterprise Volatility Index will range from 9,500 to 11,500 points. The third quarter of 2021 will be the inspection window of important market expectations. At the same time, important variables such as epidemic situation, debt interest and US dollar are facing direction choices, and a new inflection point of style switching may also be formed in the third quarter.</p><p>In the second half of this year, there is an opportunity for a new style switch in the Hong Kong market, among which growth stocks are expected to outperform value stocks. As China emerged from the pandemic earlier than Europe and the United States, value stocks have reacted ahead of schedule. At the same time, the slowdown of economic growth may also limit the upside of value stocks. Relatively speaking, some leading growth stocks have high visibility of medium and long-term growth, and the cost performance ratio is higher than that of value stocks in the short period.</p><p>In terms of industries, the main segments with increasing profits are concentrated in biotechnology, film and television entertainment and cyclical products industries. The main downward-revised industries in the forecast include medical aesthetics, software, wine and travel and real estate-related sectors. It is recommended to focus on domestic stocks with high \"visibility\" and policy support, such as consumer, biomedicine, hardware technology, automobile and other industries. At the same time, we absorbed the leading high-quality new economic growth stocks on dips, and gradually reduced our holdings of procyclical value stocks.</p><p><b>GF: Hong Kong stock technology is seriously undervalued in the world</b></p><p>GF Hong Kong Strategy Research pointed out that since mid-February this year, the trend of large-scale science and technology stocks in the Hong Kong stock market has been under significant pressure, which is mainly restricted by three factors: the gradual tightening of platform economy supervision measures, the decline of \"home economy\" dividends worldwide and the high yield of U.S. bonds. However, from the time point of mid-2021, the negative impact brought by the above three adverse factors is marginally diminishing, and the long-term layout value of Hong Kong's large science and technology stocks is gradually emerging.</p><p>The valuation level of large-scale science and technology stocks has basically fallen below the historical average, and it has regained a good investment cost performance and sufficient margin of safety. Hang Seng Index expects PEG valuation to be greatly underestimated with Nasdaq and GEM index. In the future, the convergence of \"valuation difference\" between cross-markets is also expected to become the supporting kinetic energy for the strength of Hong Kong stock network giants. Coupled with the anti-monopoly policy of \"scraping bones to treat poison\", the short-term negative impact is controllable, and it will help to enhance the vitality of the industry in the long term. With the implementation of Ali's punishment, the uncertainty of policy has also declined. Despite the gradual ebbing of the global home economy, the performance of large science and technology companies in Hong Kong stocks is still resilient.</p><p>In the first quarter of this year, the performance of Hong Kong stock network giants was basically within market expectations, and some even exceeded expectations. Although the dividends of the epidemic have gradually faded, the dividends of economic transformation are still in the process of continuous release, and leading enterprises in the science and technology industry will benefit significantly by relying on their stable and efficient business model and good corporate governance.</p><p><b>Nomura: Recommended Financial, Cyclical Stocks as Inflation Hedges</b></p><p>Nomura published a research report, describing the stock market in the Asia-Pacific region as being at a crossroads in the second half of the year. It is expected that the stock market will benefit from the strong corporate profit outlook and rise. The MSCI Asia Index (excluding Japan) for 2021 and 2022 is targeted at 900 points and 974 points. Although the statement of excessive inflation and policy normalization has increased, there is a risk of short-term correction, but it has a positive attitude towards Asian stock markets in the medium term. Nomura, for its part, gave Hong Kong stock market an underweight rating, forecasting a price-to-earnings ratio of 19.2 times in 2021. The bank advises investors to balance their investment portfolios and hedge against inflation with thematic and attractive valuations such as financial and cyclical stocks.</p><p>The ten Hong Kong stocks recommended by Nomura include Tencent Holdings, Alibaba, BYD, China Merchants Bank, Anta Sports, Haidilao, Xincheng Development Holdings, China Taiping, Weigao and CK Hutchison.</p><p><b>Everbright Sun Hung Kai Securities: The trend of Hong Kong stocks in the second half of the year is cautiously optimistic, and the Hang Seng Index is high or see 31000 points</b></p><p>Everbright Sun Hung Kai Securities released its outlook report for the second half of the year. Wu Lixian, a strategist, said that he was cautiously optimistic about the trend of Hong Kong stocks in the second half of the year, with a high level of 31,000 points and a low level of 26,000 points. He also said that his view on science and technology stocks in the second half of the year is relatively positive. Because the stock price performance of related industries in the first half of the year is relatively backward, its performance fundamentals are good, and it is expected to fall behind in the second half of this year. It is expected that in the second half of this year, the high level of Hang Seng Technology Index will appear around 9,000 points, while the support level will be at 7,400 points. The bank also predicts that the second half target of the HSCEI will be 11,800 points.</p><p>Wu Lixian also pointed out that it is expected that Hong Kong stocks will continue the main tone of valuation repair in the first half of the year in the second half of the year. Both the old and new economic stocks have different performance opportunities, while the upward trend of cyclical stocks may be slowing down now, among which the four major sectors are optimistic, including the new economy, petroleum energy, household appliance consumption and communication services.</p><p><b>Credit Suisse: Hang Seng Index Looks Up in the Second Half of the Year to End the Target of 30,000 Points</b></p><p>Shao Zhiming, chief investment officer of Credit Suisse Greater China, said that the trend of Hong Kong stocks in the second half of the year will rise. The Hang Seng Index will target 30,000 points at the end of this year, but Hong Kong stocks are still subject to the tightening of monetary policy in the mainland in the short term. He estimated that as soon as the end of the third quarter to the fourth quarter, the tight monetary situation in the mainland may improve, which will prompt the capital inflow into Hong Kong stocks to pick up and drive the market sentiment.</p><p>Shao Zhiming pointed out that the favorable factors for Hong Kong stocks also include the optimistic global economic growth prospect and the potential of RMB appreciation to support Chinese stocks. At present, he is optimistic about sustainable sectors in the mainland, such as solar energy, wind energy and electric vehicle industries, while maintaining a neutral view on Chinese technology stocks.</p><p>Some large science and technology companies have indicated that they will allocate profits for medium and long-term investment in the short term. It is expected that the profit performance of technology stocks in the next two quarters will be difficult to surprise the market. Moreover, the valuation of value stocks is still attractive. Investors continue to increase their holdings of value stocks and flush the proportion of technology stocks in their investment portfolios, which will limit the performance of technology stocks.</p><p><b>Hang Seng Asset Management: Growth stocks can outperform value stocks in the second half of the year</b></p><p>Xue Yonghui, director and investment director of Hang Seng Investment Management, said that the global supervision of technology companies has been strengthened, but the market has roughly digested the news, and companies are adapting to the new environment. On the other hand, growth stocks began to adjust in February. Now, some technology stocks have returned to a more attractive level, and there are opportunities to absorb them at a low level. I believe that the growth stocks can outperform value stocks in the second half of the year.</p><p>We are optimistic about domestic demand, Internet companies (e-commerce, life platform), population aging and pharmaceutical innovation, environmental protection (new energy, electric vehicles, electric vehicle batteries), real estate (property management, real estate online platform) and other industries, but we are bearish about energy, telecommunications and other sectors.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://news.ushknews.com/mobile/details.html?id=1003334&type=news\">美港电讯APP</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad2dd670f9557c66480c84fc5e4bd415","relate_stocks":{"HSI":"恒生指数",".DJI":"道琼斯"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1003334&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180159838","content_text":"美股今年迄今取得较大涨幅，市场关注美联储通胀及加息表态，港股今年迄今经历“过山车式”走势，大行对于下半年表现预期不一，有哪些需要关注的？美股下半年展望\n上周美股大幅反弹，纳指及标普500指数指数均刷新历史高位。受益于经济复苏，美股2021年迄今取得了较大的涨幅，道指累涨12.51%，纳指累涨11.42%，标普500指数累涨13.97%。市场关注美联储关于通胀及加息的表态，大行对于下半年走势预期不一，哪些板块值得关注？\n瑞信：股市表现将优于其他资产\n瑞士信贷预计，随着各国逐步重新开放经济，全球经济增长将在未来几个月加快。在这个过程中，股市表现将优于其他资产。瑞信在下半年展望策略报告中写到，预计全球经济在2021年的同比增长5.9%，2022年全球经济增速达到4%。增长的动力主要来自于疫苗接种的进程推进，财政刺激和更广泛的服务业复苏。\n瑞信南亚首席投资官Ray Farris表示，经济扩张可能会导致全球盈利增长大幅复苏，提振股市。他对媒体表示：“我们希望股票成为未来六个月至一年内表现优异的资产类别。只要盈利继续保持上升趋势，历史表明，股市将一路攀升。也许在这个过程中会不断出现调整，但调整即机会。”\n在股市方面，瑞信表示，更倾向于投资金融和材料等周期性行业，特别是欧洲地区的周期股。该行称，欧洲周期股预计和美股中的周期股一样，将获得丰厚的利润，但是估值处于数十年中的较低水平。\n大摩：看好必需品、医疗保健和原料股\n从以往中周期过渡的经验来看，大摩认为美股将发生15%左右的回调。该行表示，在经历了有史以来最乐观的季度收益修正后，明年的普遍预估现在高于其分析师所预测的复苏开始以来的可实现水平。更具体地说，考虑到通胀和税收的不利因素，该行认为利润率预估过高，市场应该开始通过降低估值来考虑这些因素。\n在加大基础设施支出的推动下，该行下调了相关企业的评级。在其看来，基础设施支出中的大部分已被合理定价，而且此类项目通常需要更长的时间才能产生效果。此外，许多工业企业将受到供应链中不断加剧的通胀和劳动力短缺的最大影响。相反，该行继续青睐金融类股和原料类股，以此来应对不断上升的通胀。与科技股相比，医疗保健服务企业的估值更低，且被压抑的需求更大。\n大摩看好的仍是必需品、医疗保健和原料股而非科技股、非必需品和工业股。大摩也继续看好银行股，认为它们是应对通胀的最佳途径，并建议避开半导体、零售商、建筑建材等为早周期的代表性行业。最后，回顾整个投资组合，为公司价值寻找合理的估值仍是重要考虑因素。\n中信证券：加税是美股下半年最大的风险\n6月5日的G7财长会议通告支持征收15%全球最低税率的提议，但我们判断，此提议若无法在OECD或G20的框架下推出，预计对跨国企业税负的影响有限。但拜登国内加税提案如落地，预计将是美股下半年最大的风险：1)企业所得税的上调将直接冲击美股盈利，而当前有效税率较低、海外收入占比高的科技和医药行业受冲击预计最大；2)资本利得税若上调至39.6%，料将引发投资者抛售，今年2月以来“散户加杠杆”入市的趋势或逆转；3)二战以来，美国历史上从未出现过个人所得税、企业所得税以及资本利得税共同上调的现象。因此，美国单边上调税率的行为如果落地，或导致中长期国内资金流出。\n在疫苗接种率持续提升的背景下，今年下半年全球经济预计维持重启态势。短期“需求正常化”vs“供给瓶颈”所导致的价格压力也将逐步消退。对于美国，虽然下半年美联储大概率维持超宽松的货币政策，但鉴于当前标普500的高位估值已透支了基本面超预期的利好，Taper信号的释放迭加拜登的加税如若分别在8月和9月落地，或意味着今年2月以来“散户加杠杆”助推的美股在3季度会面临风险集中爆发。\n惠峰国际发展：料标指年底见4,200点至4,300点\n惠峰国际发展董事张玉峰表示，由于疫苗接种及经济重启等利好因素，看好美股下半年的表现，料标指年底见4,200点至4,300点。虽然最近美国通胀预期升温，加上美联储近期放鹰，但他认为若不是短线投资者，就不需要将这些因素看得太重。大家都会对加息及通胀消息感到敏感，但美联储的言论其实随时都会变，买美股最重要是留意公司的未来发展。\n在经济复甦的背景下，看好金融股及健康护理板块。由于现时市场上的资金增加，留意到自5月起美国金融活动例如SPEC及IPO表现活跃，加上现时金融业兴起结合人工智能技术的概念，将大大加快行业的发展。\n美股市场上半年出现板块轮替的现象，很多科技股的估值都出现折让，但长期仍看好科技股，而且并不是整个板块都受到拖累，一些大型的科技股，例如谷歌A、亚马逊等表现并不差，受影响的主要是中小型科技股。展望下半年将会有多家科技股上市，有望带动科技板块的气氛，从而令此板块的表现改善。\n兴业证券：美股不是熊市，但脆弱性波动性加大，成长有望跑赢\n研报指出，下半年美国经济或步入“类滞胀”，经济走弱、通胀高位震荡。美股下半年熊市概率小，通过震荡来延续行情的概率大。欧美流动性环境依然宽松，经济增速放缓但仍有韧性，Taper和加税的影响仍在预期阶段。\n美股市场有基本面支撑的成长股将有望再次跑赢。以FAANGs为代表的美股成长龙头的估值并不高，有望稳住人气。其次，下半年美债收益率将维持区间震荡，不同于上半年的快速提升，所以，成长股的估值风险释放告一段落。另外，下半年业绩增长转向内生驱动。美股周期价值风格过去大半年受益于周期复苏而明显跑赢，下半年将随着美国库存周期动能趋弱而承压。成长股将分化，具备长期内生增长动能的成长股将开始新的上行。但是，题材性成长股或者透支了高增长预期的高估值板块仍将被抛弃。\n港股下半年展望\n上周的港股经历先升后跌，尤其是科技股迎来小幅反弹。今年迄今，港股经历“过山车式”走势，整体表现落后于其他主要股指，恒指累涨7.48%，国指累涨1.17%，红筹指数累涨7.35%。\n中金：大盘指数表现仍相对平淡重拾新经济\n展望下半年，我们认为虽然港股大盘指数表现可能仍相对平淡，但结构性吸引力已经具备，重点在于“新经济”相关板块。整体来看，我们预计恒生国企和MSCI中国指数有望分别攀升至11900点和114点，较当前隐含大约10%和4%的上涨空间，主要驱动力来自盈利分别上调8%和9%，而估值变化分别扩张4%和收缩2%。预计海外中资股2021年净利润增速有望达到24.4%，其中非金融板块和金融板块净利润将分别增长35.2%和16.3%。\n我们预计，在当前经济增长仍保持稳健且高杠杆等结构性问题仍是政策焦点的背景下，国内货币政策将保持基本稳定。如果后续增长面临更大压力且外部不确定性随着美联储减量开启而增减，不排除国内有一定政策作为对冲。我们认为在美联储QE减量前整体流动性将会维持相对友好状态。另外，从中长期角度，香港市场不断壮大的新经济格局将持续提升其对国内外资金的长期吸引力。\n具体看，我们建议超配信息技术、大消费、医疗保健、部分制造业、能源、多元金融，但建议标配或低配房地产、保险、公用事业等。除了基于宏观配置思路外，我们还提供高质量(ROE vs。 PEG)和高景气度(资本开支)两个行业配置思路。中期看，我们认为中国率先从疫情影响中修复并回归常态化，将推动市场重新关注中国原本的内在长期结构性趋势(如消费和产业升级)带来的机遇，如电动汽车、新能源(包括太阳能)、科技硬件、半导体、大消费和医药生物等。\n建银国际：港股下半年将呈M型走势，最高可见29500点，可重点关注内需股\n建银国际证券研究部董事总经理、研究副主管师赵文利指出，预计港股下半年总体维持区间波动并大致呈现M型走势。恒生指数将在26500点至29500点区间波动，国企波动指数介于9500点至11500点。2021三季度将是市场重要预期的检验窗口。同时，疫情、债息及美元等重要变量面临方向选择，三季度也有可能形成新的风格切换拐点。\n今年下半年香港市场有机会出现新的风格切换，其中成长股有望跑赢价值股。由于中国较欧美早走出疫情，价值股已提前反应。同时经济增速放缓后也可能限制价值股的上升空间。相对而言，一些成长股龙头的中长期成长性能见度高，短周期而言性价比相对价值股较高。\n分行业来看，主要盈利上升板块集中于生物科技、影视娱乐及周期品行业。预测主要下调行业包括医美、软件、酒旅和地产相关的板块。建议重点关注“能见度”高及有政策支持的内需股，如消费、生物医药、硬件科技、汽车等行业。同时逢低吸纳优质新经济成长股龙头，逐步减持顺周期的价值股。\n广发：港股科技严重低估于全球\n广发香港策略研究指出自今年2月中旬以来，港股市场的大型科网股走势显著承压，主要受平台经济监管措施逐步收紧、全球范围内“宅经济”红利减退和美债收益率走高等三大因素所制约。不过，站在2021年年中的时间点上来看，上述的三大不利因素所带来的负面影响正在边际减退，香港大型科网股的长线布局价值逐渐浮现。\n大型科网股估值水平基本都已经回落到历史均值以下，重新具备了良好的投资性价比和较为充足的安全边际。恒生指数预期PEG估值大幅低估与纳指和创业板指数，未来跨市场间“估值差”的收敛也有望成为港股科网巨企走强的支撑动能。加之反垄断政策“刮骨疗毒”，短期负面影响可控，长期有助于增强行业活力。随着阿里处罚的落地，政策面的不确定性也有所下降。尽管全球宅经济逐步退潮，港股大型科网公司的业绩仍具备较强韧性。\n今年一季度，港股科网巨头的业绩基本都处于市场预期内，部分甚至超出预期。虽然疫情的红利逐步消退，但经济转型的红利却仍在持续释放的过程之中，科网行业各龙头企业凭借着稳健高效的商业模式和良好的公司治理将显著受益。\n野村：建议选择金融、周期性股票作为通胀对冲\n野村发表研究报告，形容亚太区股市下半年正处于十字路口，预期股市会受益于强劲的企业盈利前景而上升，对2021及2022年MSCI亚洲指数（日本除外）的目标为900点及974点，虽然通胀过强及政策正常化的说法增强，存在短期回调的风险，但对中期内亚洲股市持积极态度。野村则给予香港股市减持评级，预测2021年市盈率为19.2倍。该行建议投资者平衡投资组合，以主题性及具有吸引估值的股票如金融、周期性股票作为通胀对冲。\n野村推荐的十只港股包括，腾讯控股、阿里巴巴、比亚迪股份、招商银行、安踏体育、海底捞、新城发展控股、中国太平、威高股份及长和。\n光大新鸿基证券：下半年港股走势审慎乐观，恒指高位或见31000点\n光大新鸿基证券发表下半年展望报告，策略师伍礼贤表示，对下半年港股走势审慎乐观，高位或见31000点，低位则或见26000点。他又表示，对下半年科网股看法较为正面，因上半年相关行业的股价表现较落后，其业绩基本面不错，今年下半年有望追落后，料今年下半年恒生科技指数高位有机会出现在9000点附近，而支持位则在7400点。该行亦预测，国企指数的下半年目标为11800点。\n伍礼贤又指出，预期港股下半年将延续上半年估值修复的主基调，新旧经济股份均有不同的表现机会，而周期性股份升势或现放缓，当中值得看好的4大板块，包括新经济、石油能源、家电消费及通讯服务。\n瑞信：恒指下半年看升 年底目标30000点\n瑞信大中华区首席投资总监邵志铭表示，对港股下半年走势看升，恒生指数在今年底目标为30000点，但港股短线仍受制于内地收紧银根的力度。他估计，最快在第三季末至第四季，内地银根偏紧的情况或有改善，促使流入港股的资金回升，带动市场气氛。\n邵志铭指出，利好港股的因素还包括，全球经济增长前景乐观，以及人民币升值潜力会为中资股提供支持。目前看好内地可持续板块，例如太阳能、风能和电动车行业，对中资科技股则维持中性看法。\n部分大型科网公司已表明，短线会拨出盈利用作中长线投资，料科技股在未来两个季度的盈利表现，将难以给予市场惊喜。而且价值型股票估值仍吸引，投资者继续增持价值型股票，平冲投资组合中科技股的比重，都会限制科技股的表现。\n恒生资管：下半年成长股升幅可跑赢价值股\n恒生投资管理董事兼投资总监薛永辉表示，环球加强对科技企业的监管，但市场已大致消化消息，企业亦正适应新环境。另一方面，成长股2月起展开调整，现时开始有科技股回到较为吸引的水平，有机会可候低吸纳，相信下半年成长股升幅可跑赢价值股。\n看好内需、互联网企业（电商、生活平台）、人口老化及医药创新、环保（新能源、电动车、电动车电池）、房地产（物管、房产在线平台）等行业，但看淡能源、电讯等板块。","news_type":1,"symbols_score_info":{"HSI":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125295462,"gmtCreate":1624674078356,"gmtModify":1703843341014,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125295462","repostId":"2146556008","repostType":4,"isVote":1,"tweetType":1,"viewCount":3179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126507002,"gmtCreate":1624577790506,"gmtModify":1703840620907,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"China made export to USA?&nbsp;","listText":"China made export to USA?&nbsp;","text":"China made export to USA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126507002","repostId":"1173297432","repostType":4,"repost":{"id":"1173297432","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":1624546848,"share":"https://ttm.financial/m/news/1173297432?lang=en_US&edition=fundamental","pubTime":"2021-06-24 23:00","market":"us","language":"zh","title":"Tesla Gains More Than 5%, Model 3, Model Y May Sell Out in the U.S.","url":"https://stock-news.laohu8.com/highlight/detail?id=1173297432","media":"老虎资讯综合","summary":"特斯拉的第三季度数据可能会相当令人印象深刻。","content":"<p>Market news, the current wait times for deliveries of the Model 3 and Model Y in the U.S. partially hint at<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Demand in the U.S. remains so strong that it could sell out in the third quarter. The estimated delivery date for both models is not until the third quarter of 2021. The Model Y Long Range Dual Motor AWD has an estimated delivery date of September 2021, and the Model 3 Standard Range and Long Range Dual Motor AWD have an estimated delivery date of 11 weeks.</p><p>With the Model S, and even the Model X entering the fray in the third quarter, Tesla's Q3 numbers could be quite impressive. Considering both flagships are high-margin models, Tesla's third-quarter financials could be boosted by the new Model S (and perhaps the new Model X).</p><p>Also according to Electrek data: Tesla models accounted for more than 54% of U.S. EV sales as of May 2021. Additionally, U.S. EV sales reached 53,779 units in May, up 19.2% from April 2021.</p><p>As of press time, Tesla rose by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/4f87da9e5318350fee8df4e0885208cc\" tg-width=\"840\" tg-height=\"470\" 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>Tesla Gains More Than 5%, Model 3, Model Y May Sell Out in the U.S.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTesla Gains More Than 5%, Model 3, Model Y May Sell Out in the U.S.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-24 23:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Market news, the current wait times for deliveries of the Model 3 and Model Y in the U.S. partially hint at<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Demand in the U.S. remains so strong that it could sell out in the third quarter. The estimated delivery date for both models is not until the third quarter of 2021. The Model Y Long Range Dual Motor AWD has an estimated delivery date of September 2021, and the Model 3 Standard Range and Long Range Dual Motor AWD have an estimated delivery date of 11 weeks.</p><p>With the Model S, and even the Model X entering the fray in the third quarter, Tesla's Q3 numbers could be quite impressive. Considering both flagships are high-margin models, Tesla's third-quarter financials could be boosted by the new Model S (and perhaps the new Model X).</p><p>Also according to Electrek data: Tesla models accounted for more than 54% of U.S. EV sales as of May 2021. Additionally, U.S. EV sales reached 53,779 units in May, up 19.2% from April 2021.</p><p>As of press time, Tesla rose by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/4f87da9e5318350fee8df4e0885208cc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173297432","content_text":"市场消息，Model 3和Model Y目前在美国的交付等待时间部分暗示了特斯拉在美国的需求仍非常强劲，以至于可能会在第三季度销售一空。这两款车型的预计交付日期都要到2021年第三季度。Model Y长续航双电机全轮驱动版(Long Range Dual Motor AWD)预计交付日期为2021年9月，Model 3标准续航版和长续航双电机全轮驱动版预计交付日期为11周。\n随着Model S，甚至Model X在第三季度加入竞争，特斯拉的第三季度数据可能会相当令人印象深刻。考虑到这两款旗舰车都是高利润车型，特斯拉第三季度的财务状况可能会因为新款Model S(或许还有新款Model X)而得到提振。\n另据Electrek数据：截至2021年5月，特斯拉车型占美国电动汽车销量的54%以上。 此外，5月份美国电动汽车销量达到53779辆，比2021年4月增长了19.2%。\n截至发稿，特斯拉涨超5%。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126237730,"gmtCreate":1624574520720,"gmtModify":1703840507495,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"Share&nbsp;Still not recover","listText":"Share&nbsp;Still not recover","text":"Share Still not recover","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126237730","repostId":"1105253990","repostType":4,"repost":{"id":"1105253990","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":1624543189,"share":"https://ttm.financial/m/news/1105253990?lang=en_US&edition=fundamental","pubTime":"2021-06-24 21:59","market":"us","language":"zh","title":"Zhonggui Education Stocks Collectively Rebound, Gaotu Rises Over 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105253990","media":"老虎资讯综合","summary":"周四美股盘中，中概教育股集体走高，截至发稿，$高途(GOTU)$涨7.3%，$掌门教育(ZME)$涨4.23%，$好未来(TAL)$涨4.14%，$新东方(EDU)$涨3.82%。","content":"<p>On Thursday, Chinese education stocks rose collectively in the U.S. stock market. As of press time,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Up 7.3%,<a href=\"https://laohu8.com/S/ZME\">Leader Education</a>up 4.23%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>up 4.14%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>up 3.82%.</p><p><img src=\"https://static.tigerbbs.com/1361568be6786ad099d75fae05597ac8\" tg-width=\"840\" tg-height=\"470\" 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>Zhonggui Education Stocks Collectively Rebound, Gaotu Rises Over 7%</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nZhonggui Education Stocks Collectively Rebound, Gaotu Rises Over 7%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-24 21:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Thursday, Chinese education stocks rose collectively in the U.S. stock market. As of press time,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Up 7.3%,<a href=\"https://laohu8.com/S/ZME\">Leader Education</a>up 4.23%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>up 4.14%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>up 3.82%.</p><p><img src=\"https://static.tigerbbs.com/1361568be6786ad099d75fae05597ac8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d0dcd81c76b57c004cab65425452aa1","relate_stocks":{"GOTU":"高途","EDU":"新东方","TAL":"好未来","ZME":"掌门教育"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105253990","content_text":"周四美股盘中，中概教育股集体走高，截至发稿，高途涨7.3%，掌门教育涨4.23%，好未来涨4.14%，新东方涨3.82%。","news_type":1,"symbols_score_info":{"ZME":0.9,"GOTU":0.9,"TAL":0.9,"EDU":0.9}},"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123765178,"gmtCreate":1624439796094,"gmtModify":1703836733275,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123765178","repostId":"1129009844","repostType":4,"repost":{"id":"1129009844","kind":"news","pubTimestamp":1624438364,"share":"https://ttm.financial/m/news/1129009844?lang=en_US&edition=fundamental","pubTime":"2021-06-23 16:52","market":"other","language":"zh","title":"Bitmain Suspends Spot Mining Machine Sales as Regulation Shocks Bitcoin Mining Machine Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1129009844","media":"界面新闻","summary":"加密货币矿业的上游供应开始受到监管影响。","content":"<p><div>Reporter/Si Linwei The upstream supply of cryptocurrency mining is starting to be affected by regulation. On June 23rd, Bitmain told cryptocurrency miners that due to the recent influx of a large number of second-hand machines into the market, it temporarily suspended the sale of spot machines in order to alleviate the pressure of customers' shipments. Bitmain insiders told interface news: \"This is the general direction, but the specific sales details have not been notified yet.\" At the same time, it is reported that Bitmain has announced a full overseas transfer, especially some middle and senior employees are moving overseas. Bitmain said it was not convenient to disclose it to the outside world for the time being. Bitmain is currently one of the largest Bitcoin mining machine manufacturers in the world...</p><p><a href=\"https://www.jiemian.com/article/6271354.html\">Web link</a></div></p>","source":"jm","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>Bitmain Suspends Spot Mining Machine Sales as Regulation Shocks Bitcoin Mining Machine Market</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBitmain Suspends Spot Mining Machine Sales as Regulation Shocks Bitcoin Mining Machine Market\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">界面新闻</strong><span class=\"h-time small\">2021-06-23 16:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Reporter/Si Linwei The upstream supply of cryptocurrency mining is starting to be affected by regulation. On June 23rd, Bitmain told cryptocurrency miners that due to the recent influx of a large number of second-hand machines into the market, it temporarily suspended the sale of spot machines in order to alleviate the pressure of customers' shipments. Bitmain insiders told interface news: \"This is the general direction, but the specific sales details have not been notified yet.\" At the same time, it is reported that Bitmain has announced a full overseas transfer, especially some middle and senior employees are moving overseas. Bitmain said it was not convenient to disclose it to the outside world for the time being. Bitmain is currently one of the largest Bitcoin mining machine manufacturers in the world...</p><p><a href=\"https://www.jiemian.com/article/6271354.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.jiemian.com/article/6271354.html\">界面新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/27dbfbd85956a77609a6a352c6752bcc","relate_stocks":{"GBTC":"比特币ETF-Grayscale"},"source_url":"https://www.jiemian.com/article/6271354.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129009844","content_text":"记者／司林威\n加密货币矿业的上游供应开始受到监管影响。\n6月23日，比特大陆对加密货币矿工表示，由于近期大量二手机器涌入市场，为缓解客户出货压力，暂时停售现货机器。\n比特大陆内部人士向界面新闻表示：“大方向是这样，但具体销售细节暂未接到通知。”\n同时，有消息称比特大陆已宣布全面向海外转移，特别是部分中高层员工正向海外转移。比特大陆方表示暂不方便对外透露。\n比特大陆是目前全球最大的比特币矿机厂商之一，近年来在AI领域也有大量布局。在6月19日于成都举行的行业交流会上，比特大陆发布了其新品，但并非为比特币专业矿机。会上比特大陆还打出“抱团取暖，拒绝恶性竞争”的标语。现场参会的矿工透露，海外挖矿业务成了本次交流会的主要议题。\n为何比特大陆要暂停现货矿机销售？本质还是受到国内监管冲击。\n随着内蒙古、新疆、四川、青海、云南等地陆续开始叫停比特币挖矿和清退各类矿场，除一部分矿机转移至中亚和海外，大量被清退的矿机被迫关机后流入二手矿机市场，直接冲击了原有的矿机市场。\n监管政策落地后，界面新闻记者获悉多位矿工已开始售卖矿机。有矿业公司已开始清退客户矿机，并开始清仓甩卖相关矿机。\n以矿机市场销售人员近几日的报价为例，比特大陆旗下蚂蚁S19系列某款矿机6月15日报价为4万元，6月23日报价已降至3万元关口。且据矿工透露，目前市场价格处于恐慌中的低点，有价无市，愿意接手的人并不多。","news_type":1,"symbols_score_info":{"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167598850,"gmtCreate":1624275342870,"gmtModify":1703832156194,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"Finish&nbsp;","listText":"Finish&nbsp;","text":"Finish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167598850","repostId":"1142916683","repostType":2,"repost":{"id":"1142916683","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624003342,"share":"https://ttm.financial/m/news/1142916683?lang=en_US&edition=fundamental","pubTime":"2021-06-18 16:02","market":"us","language":"en","title":"Orphazyme shares tumbled more than 60% in pre-market trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142916683","media":"Tiger Newspress","summary":"Orphazyme shares tumbled more than 60% in pre-market trading.\nOrphazyme slashed its financial foreca","content":"<p>Orphazyme&nbsp;shares&nbsp;tumbled&nbsp;more&nbsp;than&nbsp;60% in pre-market&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/b722b82c7d6ab2a6fcc7364eb2517b7f\" tg-width=\"1293\" tg-height=\"628\" referrerpolicy=\"no-referrer\">Orphazyme slashed its financial forecasts on Friday after U.S. health regulators rejected its key drug candidate.</p>\n<p>Orphazyme said its application for FDA approval of arimoclomol, a treatment for genetic disorder Niemann-Pick disease type C, had not been successful.</p>\n<p>As a result, it predicted revenue for the year would be lower than previously expected and its operating loss significantly wider, forcing the company to cut costs.</p>\n<p>\"Orphazyme has no money and no substantial projects ... Investors have put their money into a completely unrealistic scenario driven by 'meme tendencies',\" broker Nordnet wrote in a note to clients.</p>\n<p>Orphazyme, which is listed in Copenhagen and New York, now expects an operating loss of 670-700 million crowns ($107-$112 million) in 2021, against a previous forecast for a loss of 100-150 million crowns.</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>Orphazyme shares tumbled more than 60% in pre-market trading</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\">\nOrphazyme shares tumbled more than 60% in pre-market trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-18 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Orphazyme&nbsp;shares&nbsp;tumbled&nbsp;more&nbsp;than&nbsp;60% in pre-market&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/b722b82c7d6ab2a6fcc7364eb2517b7f\" tg-width=\"1293\" tg-height=\"628\" referrerpolicy=\"no-referrer\">Orphazyme slashed its financial forecasts on Friday after U.S. health regulators rejected its key drug candidate.</p>\n<p>Orphazyme said its application for FDA approval of arimoclomol, a treatment for genetic disorder Niemann-Pick disease type C, had not been successful.</p>\n<p>As a result, it predicted revenue for the year would be lower than previously expected and its operating loss significantly wider, forcing the company to cut costs.</p>\n<p>\"Orphazyme has no money and no substantial projects ... Investors have put their money into a completely unrealistic scenario driven by 'meme tendencies',\" broker Nordnet wrote in a note to clients.</p>\n<p>Orphazyme, which is listed in Copenhagen and New York, now expects an operating loss of 670-700 million crowns ($107-$112 million) in 2021, against a previous forecast for a loss of 100-150 million crowns.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142916683","content_text":"Orphazyme shares tumbled more than 60% in pre-market trading.\nOrphazyme slashed its financial forecasts on Friday after U.S. health regulators rejected its key drug candidate.\nOrphazyme said its application for FDA approval of arimoclomol, a treatment for genetic disorder Niemann-Pick disease type C, had not been successful.\nAs a result, it predicted revenue for the year would be lower than previously expected and its operating loss significantly wider, forcing the company to cut costs.\n\"Orphazyme has no money and no substantial projects ... Investors have put their money into a completely unrealistic scenario driven by 'meme tendencies',\" broker Nordnet wrote in a note to clients.\nOrphazyme, which is listed in Copenhagen and New York, now expects an operating loss of 670-700 million crowns ($107-$112 million) in 2021, against a previous forecast for a loss of 100-150 million crowns.","news_type":1,"symbols_score_info":{"ORPH":0.9}},"isVote":1,"tweetType":1,"viewCount":1594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166901951,"gmtCreate":1623986903073,"gmtModify":1703825754720,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166901951","repostId":"2144253297","repostType":4,"isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166900809,"gmtCreate":1623986847701,"gmtModify":1703825750777,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"Hmmmmmm","listText":"Hmmmmmm","text":"Hmmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166900809","repostId":"1150725832","repostType":4,"isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117664182,"gmtCreate":1623139073046,"gmtModify":1704196851402,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"hmmmmmmm","listText":"hmmmmmmm","text":"hmmmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/117664182","repostId":"1192114046","repostType":4,"repost":{"id":"1192114046","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":1623134538,"share":"https://ttm.financial/m/news/1192114046?lang=en_US&edition=fundamental","pubTime":"2021-06-08 14:42","market":"us","language":"zh","title":"Can U.S. stocks rise again? JPMorgan: The Next Round of Higher Markets is Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1192114046","media":"老虎资讯综合","summary":"摩根大通首席股票策略师Marko Kolanovic表示，下一轮市场行情即将走高。","content":"<p>Marko Kolanovic, chief equity strategist at JPMorgan, said the next round of market action is about to move higher.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97a9e4db8083878cfc41ecf9ef0968d6\" tg-width=\"630\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><span>Marko Kolanovic</span></p><p>Stocks appear poised to move higher again after a quiet spring, according to JPMorgan Chase's Kolanovic.</p><p>After a dramatic rally in 2020 and a strong start to the year, stocks have been at neutral in recent weeks. The S&P 500 is near all-time highs but has been trading sideways around 4,200 for more than a month.</p><p><img src=\"https://static.tigerbbs.com/34d70c662e80d21ed1b694cd4638fe87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Kolanovic, who has gained a following on Wall Street over the past two years thanks to timely market analysis during the pandemic, said in a note to clients Monday that the market is ready to break out.</p><p>\"After markets and bond yields have traded sideways over the past two months, there could be a next round of higher moves, with cyclical stocks on track to outperform defensive stocks once again,\" the report said. \"Despite a peak in some economic activity indicators, markets could be satisfied that economic growth will remain significantly above trend in the second half of the year, supported by both consumer and capital spending.\"</p><p>The forecast of higher stocks is part of what Kolanovic sees as a bigger risk. He said the trading pattern of the broader market appears to be consistent with a pause in the bull market, rather than an arrangement for a pullback.</p><p>\"Our outlook for risky asset classes remains positive, with stocks and commodities expected to deliver the highest returns and bond yields continuing to move higher. This pro-risk view is driven by the ongoing recovery from the pandemic…the easy monetary stance of global central banks, and positions in risky asset classes such as stocks and commodities remain below average,\" the report said.</p><p>Kolanovic did warn that market participants and economists appear to be underestimating inflation risks in the second half of the year. He said higher prices and changes in Fed policy could lead to higher interest rates and affect which stocks end up as winners.</p><p>\"This suggests it's too early to return to the tech sector, but value and value-oriented sectors should continue to outperform,\" the report said.</p><p>Kolanovic, who has been bullish of late, said in May that the market was \"getting cheaper\" and in January downplayed investor concerns about a stock market bubble.</p><p>Compared with Kolanovic, there are bulls who are more aggressive. Tom Lee, former chief equity strategist at JPMorgan Chase and founder of Fundstrat Global Advisor, predicts that the S&P 500 could surge 362pc to 19,350 by 2038. He also believes that \"millennials\" will be the most important driver of U.S. economic growth over the next 20 years. \"Demographics decide fate,\" he said. Millennials will have strong anticipated demand for housing and cars as the nation's most populous generation begins starting families and enters peak income years.</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>Can U.S. stocks rise again? JPMorgan: The Next Round of Higher Markets is Coming</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nCan U.S. stocks rise again? JPMorgan: The Next Round of Higher Markets is Coming\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-08 14:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Marko Kolanovic, chief equity strategist at JPMorgan, said the next round of market action is about to move higher.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97a9e4db8083878cfc41ecf9ef0968d6\" tg-width=\"630\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><span>Marko Kolanovic</span></p><p>Stocks appear poised to move higher again after a quiet spring, according to JPMorgan Chase's Kolanovic.</p><p>After a dramatic rally in 2020 and a strong start to the year, stocks have been at neutral in recent weeks. The S&P 500 is near all-time highs but has been trading sideways around 4,200 for more than a month.</p><p><img src=\"https://static.tigerbbs.com/34d70c662e80d21ed1b694cd4638fe87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Kolanovic, who has gained a following on Wall Street over the past two years thanks to timely market analysis during the pandemic, said in a note to clients Monday that the market is ready to break out.</p><p>\"After markets and bond yields have traded sideways over the past two months, there could be a next round of higher moves, with cyclical stocks on track to outperform defensive stocks once again,\" the report said. \"Despite a peak in some economic activity indicators, markets could be satisfied that economic growth will remain significantly above trend in the second half of the year, supported by both consumer and capital spending.\"</p><p>The forecast of higher stocks is part of what Kolanovic sees as a bigger risk. He said the trading pattern of the broader market appears to be consistent with a pause in the bull market, rather than an arrangement for a pullback.</p><p>\"Our outlook for risky asset classes remains positive, with stocks and commodities expected to deliver the highest returns and bond yields continuing to move higher. This pro-risk view is driven by the ongoing recovery from the pandemic…the easy monetary stance of global central banks, and positions in risky asset classes such as stocks and commodities remain below average,\" the report said.</p><p>Kolanovic did warn that market participants and economists appear to be underestimating inflation risks in the second half of the year. He said higher prices and changes in Fed policy could lead to higher interest rates and affect which stocks end up as winners.</p><p>\"This suggests it's too early to return to the tech sector, but value and value-oriented sectors should continue to outperform,\" the report said.</p><p>Kolanovic, who has been bullish of late, said in May that the market was \"getting cheaper\" and in January downplayed investor concerns about a stock market bubble.</p><p>Compared with Kolanovic, there are bulls who are more aggressive. Tom Lee, former chief equity strategist at JPMorgan Chase and founder of Fundstrat Global Advisor, predicts that the S&P 500 could surge 362pc to 19,350 by 2038. He also believes that \"millennials\" will be the most important driver of U.S. economic growth over the next 20 years. \"Demographics decide fate,\" he said. Millennials will have strong anticipated demand for housing and cars as the nation's most populous generation begins starting families and enters peak income years.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/be7066429ceac9258ae1344e177caaec","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192114046","content_text":"摩根大通首席股票策略师科拉诺维奇（Marko Kolanovic）表示，下一轮市场行情即将走高。Marko Kolanovic摩根大通的科拉诺维奇表示，在平静的春天过后，股市似乎准备再次走高。在经历了2020年的戏剧性反弹和今年的强劲开局之后，股市最近几周一直处于中性。标普500指数接近历史高点，但在4200点附近横盘了一个多月。科拉诺维奇过去两年中因在疫情期间及时的市场分析而在华尔街获得了追随者，他在周一给客户的一份报告中表示，市场已准备好突破。报告称：“在过去两个月市场和债券收益率横盘整理之后，可能会出现下一轮走高，周期股有望再次比防守股表现得更好。”尽管一些经济活动指标见顶，但在消费者和资本支出的双重支撑下，下半年经济增长仍将明显高于趋势，市场可能会感到满意。”对股市走高的预测是科拉诺维奇认为的更大风险的一部分。他说，大盘的交易格局似乎与牛市的暂停一致，而不是回调的安排。“我们对风险资产类别的前景仍然乐观，预计股票和大宗商品的回报最高，债券收益率继续走高。这种支持风险的观点是由大流行的持续复苏推动的……全球央行的宽松货币立场，以及股票和大宗商品等风险资产类别的仓位仍低于平均水平，”报告称。科拉诺维奇确实警告称，市场参与者和经济学家似乎低估了今年下半年的通胀风险。他表示，物价上涨和美联储政策变化可能导致利率上升，并影响哪些股票会最终成为赢家。“这表明现在回到科技行业为时过早，但价值和价值导向的行业应该会继续跑赢大盘，”该报告称。科拉诺维奇最近一直看涨，他在5月份曾表示，市场“越来越便宜”，并且1月份淡化了投资者对股市泡沫的担忧。相比科拉诺维奇，还有多头表现得更加激进。前摩根大通首席股票策略师、Fundstrat Global Advisor创始人汤姆•李（Tom Lee）预测，到2038年，标普500指数可能飙升362%，达到19350点。他还认为，“千禧一代”将在未来20年成为美国经济增长最重要的驱动力。他表示：“人口结构决定命运。”随着美国人口最多的一代开始组建家庭并进入收入高峰年，千禧一代对住房和汽车将有强劲预期需求。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9959216370,"gmtCreate":1672995968890,"gmtModify":1676538767641,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HKD\">$尚乘数科(HKD)$ </a>&nbsp;sold too fast, alamak","listText":"<a href=\"https://ttm.financial/S/HKD\">$尚乘数科(HKD)$ </a>&nbsp;sold too fast, alamak","text":"$尚乘数科(HKD)$ sold too fast, alamak","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959216370","isVote":1,"tweetType":1,"viewCount":4327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150393554,"gmtCreate":1624886292678,"gmtModify":1703847010502,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"One day down three day up, ?&nbsp;","listText":"One day down three day up, ?&nbsp;","text":"One day down three day up, ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150393554","repostId":"1180159838","repostType":4,"repost":{"id":"1180159838","kind":"news","pubTimestamp":1624880950,"share":"https://ttm.financial/m/news/1180159838?lang=en_US&edition=fundamental","pubTime":"2021-06-28 19:49","market":"hk","language":"zh","title":"US stocks are not bear VS a 15% pullback! Well-known big banks forecast U.S. and Hong Kong stocks in the second half of the year","url":"https://stock-news.laohu8.com/highlight/detail?id=1180159838","media":"美港电讯APP","summary":"美股今年迄今取得较大涨幅，市场关注美联储通胀及加息表态，港股今年迄今经历“过山车式”走势，大行对于下半年表现预期不一，有哪些需要关注的？美股下半年展望\n上周美股大幅反弹，纳指及标普500指数指数均刷新","content":"<p>US stocks have achieved a large increase so far this year, and the market is concerned about the inflation of the Federal Reserve and the statement of rate hike. Hong Kong stocks have experienced a \"roller coaster\" trend so far this year, and big banks have different expectations for their performance in the second half of the year. What should we pay attention to?<img src=\"https://static.tigerbbs.com/347e042b7f2477eb321a5543ae792f38\" tg-width=\"735\" tg-height=\"656\"><b>U.S. Stocks Outlook for the Second Half of the Year</b></p><p>Last week, U.S. stocks rebounded sharply, with the Nasdaq and S&P 500 indexes both reaching record highs. Benefiting from the economic recovery, U.S. stocks have achieved large gains so far in 2021, with the Dow rising by 12.51%, the Nasdaq rising by 11.42% and the S&P 500 rising by 13.97%. The market pays attention to the Fed's statement on inflation and rate hike, and the big banks have different expectations for the second half of the year. Which sectors deserve attention?</p><p><b>Credit Suisse: Stocks to Outperform Other Assets</b></p><p>Credit Suisse expects global growth to accelerate in the coming months as countries gradually reopen their economies. In the process, the stock market will outperform other assets. Credit Suisse wrote in its second-half outlook strategy report that it is expected that the global economy will grow by 5.9% year-on-year in 2021, and the global economic growth rate will reach 4% in 2022. Growth is driven mainly by the advancement of the vaccination process, fiscal stimulus and the broader recovery of the services sector.</p><p>Ray Farris, chief investment officer of Credit Suisse South Asia, said the expansion could lead to a sharp recovery in global earnings growth, boosting stocks. He told the media: \"We want stocks to be an outperforming asset class over the next six months to a year. As long as earnings continue to trend upward, history shows that the stock market will climb all the way up. Maybe there will be constant corrections in the process, but corrections are opportunities.\"</p><p>In the stock market, Credit Suisse said it prefers to invest in cyclical industries such as finance and materials, especially cyclical stocks in the European region. The bank said that European cyclical stocks are expected to make lucrative profits like cyclical stocks in US stocks, but valuations are at low levels in decades.</p><p><b>Morgan Stanley: Bullish on Essentials, Healthcare and Raw Materials Stocks</b></p><p>Judging from the past experience of mid-cycle transition, Morgan Stanley believes that US stocks will have a callback of about 15%. The bank said the consensus estimate for next year is now above what its analysts had predicted would be achievable since the recovery began after its most upbeat quarterly earnings revision ever. More specifically, given the headwinds of inflation and taxes, the bank believes the margin estimates are too high, and the market should start taking into account these factors by lowering valuations.</p><p>Driven by increased infrastructure spending, the bank downgraded related companies. In its view, much of infrastructure spending has been reasonably priced, and such projects typically take longer to produce results. Additionally, many industrial businesses will be most affected by rising inflation and labor shortages in the supply chain. Instead, the bank continues to favor financials and raw materials stocks as a way to combat rising inflation. Healthcare services businesses have lower valuations and more pent-up demand compared to tech stocks.</p><p>Morgan Stanley remains bullish on staples, healthcare and raw materials stocks rather than technology, discretionary and industrial stocks. Morgan Stanley also continues to be bullish on bank stocks, believing that they are the best way to deal with inflation, and suggests avoiding semiconductors, retailers, construction and building materials and other representative industries in the early cycle. Finally, looking back across the portfolio, finding a reasonable valuation for the company's value remains an important consideration.</p><p><b>CITIC Securities: Tax increase is the biggest risk of U.S. stocks in the second half of the year</b></p><p>The G7 finance ministers' meeting on June 5 announced in support of the proposal to impose a global minimum tax rate of 15%, but we judge that if this proposal cannot be rolled out under the framework of OECD or G20, it is expected to have a limited impact on the tax burden of multinational enterprises. However, if Biden's domestic tax increase proposal lands, it is expected to be the biggest risk for U.S. stocks in the second half of the year: 1) The increase in corporate income tax will directly impact the earnings of U.S. stocks, while the technology and pharmaceutical industries with low effective tax rates and high proportion of overseas income are expected to be the most affected; 2) If the capital gains tax is raised to 39.6%, it is expected to trigger investors to sell off. Since February this year, the trend of \"retail investors plus leverage\" entering the market may be reversed; 3) Since World War II, there has never been a joint increase in personal income tax, corporate income tax and capital gains tax in American history. Therefore, if the United States unilaterally raises the tax rate, it may lead to the outflow of domestic funds in the medium and long term.</p><p>Against the background of continuous improvement in vaccination rates, the global economy is expected to restart in the second half of this year. The price pressure caused by short-term \"demand normalization\" vs \"supply bottleneck\" will also gradually fade. For the United States, although the Federal Reserve has a high probability of maintaining an ultra-loose monetary policy in the second half of the year, in view of the fact that the current high valuation of S&P 500 has overdrawn the fundamentals beyond expectations, if the release of Taper signal and Biden's tax increase land in August and September respectively, it may mean that the US stocks boosted by \"retail investors plus leverage\" since February this year will face a concentrated risk outbreak in the third quarter.</p><p><b>Huifeng International Development: It is expected that the standard index will see 4,200 to 4,300 points at the end of the year</b></p><p>Zhang Yufeng, director of Huifeng International Development, said that due to favorable factors such as vaccination and economic restart, he is optimistic about the performance of U.S. stocks in the second half of the year, and the index is expected to reach 4,200 points to 4,300 points by the end of the year. Although inflation expectations in the United States have risen recently and the Federal Reserve's recent hawking, he believes that if you are not short-term investors, you don't need to take these factors too seriously. Everyone will be sensitive to rate hike and inflation news, but the Fed's remarks will actually change at any time. The most important thing to buy US stocks is to pay attention to the future development of the company.</p><p>Against the background of economic recovery, we are optimistic about financial stocks and health care sector. Due to the current increase in capital in the market, it is noted that the active performance of financial activities such as SPEC and IPO in the United States since May, coupled with the current rise of the concept of combining artificial intelligence technology in the financial industry, will greatly accelerate the development of the industry.</p><p>In the first half of the year, there was a phenomenon of sector rotation in the US stock market, and the valuation of many technology stocks was discounted. However, they were still optimistic about technology stocks in the long run, and not the whole sector was dragged down. Some large technology stocks, such as Google A and Amazon, did not perform poorly, and small and medium-sized technology stocks were mainly affected. Looking forward to the second half of the year, there will be a number of technology stocks listed, which is expected to drive the sentiment of the technology sector, thus improving the performance of this sector.</p><p><b>Industrial Securities: U.S. stocks are not bear markets, but vulnerability and volatility are increasing, and growth is expected to outperform</b></p><p>The report pointed out that in the second half of the year, the US economy may enter \"stagflation-like\", with the economy weakening and inflation fluctuating at a high level. The probability of bear market in the second half of the US stock market is small, and the probability of continuing the market through shocks is high. The liquidity environment in Europe and the United States remains loose, economic growth slows down but remains resilient, and the impact of Taper and tax increase is still in the expected stage.</p><p>Growth stocks supported by fundamentals in the U.S. stock market will be expected to outperform again. The valuation of the growth leader of U.S. stocks represented by FAANGs is not high, which is expected to stabilize its popularity. Secondly, the yield of U.S. bonds will maintain a range fluctuation in the second half of the year, which is different from the rapid improvement in the first half of the year. Therefore, the release of valuation risks of growth stocks has come to an end. In addition, the performance growth in the second half of the year shifted to endogenous driving. In the past half of the year, the cyclical value style of U.S. stocks has benefited from the cyclical recovery and obviously outperformed. In the second half of the year, it will be under pressure as the kinetic energy of the U.S. inventory cycle weakens. Growth stocks will differentiate, and growth stocks with long-term endogenous growth momentum will start a new upward trend. However, thematic growth stocks or high-valuation sectors that overdraw high growth expectations will still be abandoned.</p><p><b>Outlook for Hong Kong Stocks in the Second Half of the Year</b></p><p>Last week, Hong Kong stocks rose first and then fell, especially technology stocks ushered in a slight rebound. So far this year, Hong Kong stocks have experienced a \"roller coaster\" trend, and their overall performance lags behind other major stock indexes. The Hang Seng Index has risen by 7.48%, the State Index has risen by 1.17%, and the red chip index has risen by 7.35%.</p><p><b>CICC: The performance of the broader market index is still relatively flat to regain the new economy</b></p><p>Looking forward to the second half of the year, we believe that although the performance of the Hong Kong stock market index may still be relatively flat, the structural attractiveness is already in place, focusing on the \"new economy\" related sectors. Overall, we expect that Hang Seng State-owned Enterprises and MSCI China Index are expected to climb to 11,900 points and 114 points respectively, which implies about 10% and 4% upside compared with the current situation. The main driving force comes from the 8% and 9% increase in earnings respectively, while the valuation changes expand by 4% and contract by 2% respectively. It is expected that the net profit growth rate of overseas Chinese-funded stocks in 2021 is expected to reach 24.4%, of which the net profit of non-financial sector and financial sector will increase by 35.2% and 16.3% respectively.</p><p>We expect domestic monetary policy to remain basically stable against the background that economic growth remains stable and structural issues such as high leverage remain the policy focus. If the subsequent growth faces greater pressure and the external uncertainty increases or decreases with the opening of the Fed's reduction, it is not excluded that there are certain domestic policies as hedges. We believe that the overall liquidity will remain relatively friendly before the Fed's QE reduction. In addition, in the medium and long term, the growing new economic landscape of Hong Kong market will continue to enhance its long-term attractiveness to domestic and foreign funds.</p><p>Specifically, we suggest over-allocating information technology, big consumption, medical care, some manufacturing industries, energy and diversified finance, but we suggest standard or low-allocating real estate, insurance, public utilities, etc. In addition to macro-based allocation ideas, we also provide two industry allocation ideas: high quality (ROE vs. PEG) and high prosperity (capital expenditure). In the medium term, we believe that China will take the lead in recovering from the impact of the epidemic and returning to normalization, which will push the market to refocus on the opportunities brought by China's original inherent long-term structural trends (such as consumption and industrial upgrading), such as electric vehicles, new energy (including solar energy), technological hardware, semiconductors, large consumption and pharmaceutical biology.</p><p><b>CCB International: Hong Kong stocks will show an M-shaped trend in the second half of the year, with the highest visible 29,500 points, which can focus on domestic stocks</b></p><p>Zhao Wenli, managing director and deputy research director of CCB International Securities Research Department, pointed out that it is expected that Hong Kong stocks will maintain range fluctuations in the second half of the year and show an M-shaped trend. The Hang Seng Index will fluctuate in the range of 26,500 to 29,500 points, and the State-owned Enterprise Volatility Index will range from 9,500 to 11,500 points. The third quarter of 2021 will be the inspection window of important market expectations. At the same time, important variables such as epidemic situation, debt interest and US dollar are facing direction choices, and a new inflection point of style switching may also be formed in the third quarter.</p><p>In the second half of this year, there is an opportunity for a new style switch in the Hong Kong market, among which growth stocks are expected to outperform value stocks. As China emerged from the pandemic earlier than Europe and the United States, value stocks have reacted ahead of schedule. At the same time, the slowdown of economic growth may also limit the upside of value stocks. Relatively speaking, some leading growth stocks have high visibility of medium and long-term growth, and the cost performance ratio is higher than that of value stocks in the short period.</p><p>In terms of industries, the main segments with increasing profits are concentrated in biotechnology, film and television entertainment and cyclical products industries. The main downward-revised industries in the forecast include medical aesthetics, software, wine and travel and real estate-related sectors. It is recommended to focus on domestic stocks with high \"visibility\" and policy support, such as consumer, biomedicine, hardware technology, automobile and other industries. At the same time, we absorbed the leading high-quality new economic growth stocks on dips, and gradually reduced our holdings of procyclical value stocks.</p><p><b>GF: Hong Kong stock technology is seriously undervalued in the world</b></p><p>GF Hong Kong Strategy Research pointed out that since mid-February this year, the trend of large-scale science and technology stocks in the Hong Kong stock market has been under significant pressure, which is mainly restricted by three factors: the gradual tightening of platform economy supervision measures, the decline of \"home economy\" dividends worldwide and the high yield of U.S. bonds. However, from the time point of mid-2021, the negative impact brought by the above three adverse factors is marginally diminishing, and the long-term layout value of Hong Kong's large science and technology stocks is gradually emerging.</p><p>The valuation level of large-scale science and technology stocks has basically fallen below the historical average, and it has regained a good investment cost performance and sufficient margin of safety. Hang Seng Index expects PEG valuation to be greatly underestimated with Nasdaq and GEM index. In the future, the convergence of \"valuation difference\" between cross-markets is also expected to become the supporting kinetic energy for the strength of Hong Kong stock network giants. Coupled with the anti-monopoly policy of \"scraping bones to treat poison\", the short-term negative impact is controllable, and it will help to enhance the vitality of the industry in the long term. With the implementation of Ali's punishment, the uncertainty of policy has also declined. Despite the gradual ebbing of the global home economy, the performance of large science and technology companies in Hong Kong stocks is still resilient.</p><p>In the first quarter of this year, the performance of Hong Kong stock network giants was basically within market expectations, and some even exceeded expectations. Although the dividends of the epidemic have gradually faded, the dividends of economic transformation are still in the process of continuous release, and leading enterprises in the science and technology industry will benefit significantly by relying on their stable and efficient business model and good corporate governance.</p><p><b>Nomura: Recommended Financial, Cyclical Stocks as Inflation Hedges</b></p><p>Nomura published a research report, describing the stock market in the Asia-Pacific region as being at a crossroads in the second half of the year. It is expected that the stock market will benefit from the strong corporate profit outlook and rise. The MSCI Asia Index (excluding Japan) for 2021 and 2022 is targeted at 900 points and 974 points. Although the statement of excessive inflation and policy normalization has increased, there is a risk of short-term correction, but it has a positive attitude towards Asian stock markets in the medium term. Nomura, for its part, gave Hong Kong stock market an underweight rating, forecasting a price-to-earnings ratio of 19.2 times in 2021. The bank advises investors to balance their investment portfolios and hedge against inflation with thematic and attractive valuations such as financial and cyclical stocks.</p><p>The ten Hong Kong stocks recommended by Nomura include Tencent Holdings, Alibaba, BYD, China Merchants Bank, Anta Sports, Haidilao, Xincheng Development Holdings, China Taiping, Weigao and CK Hutchison.</p><p><b>Everbright Sun Hung Kai Securities: The trend of Hong Kong stocks in the second half of the year is cautiously optimistic, and the Hang Seng Index is high or see 31000 points</b></p><p>Everbright Sun Hung Kai Securities released its outlook report for the second half of the year. Wu Lixian, a strategist, said that he was cautiously optimistic about the trend of Hong Kong stocks in the second half of the year, with a high level of 31,000 points and a low level of 26,000 points. He also said that his view on science and technology stocks in the second half of the year is relatively positive. Because the stock price performance of related industries in the first half of the year is relatively backward, its performance fundamentals are good, and it is expected to fall behind in the second half of this year. It is expected that in the second half of this year, the high level of Hang Seng Technology Index will appear around 9,000 points, while the support level will be at 7,400 points. The bank also predicts that the second half target of the HSCEI will be 11,800 points.</p><p>Wu Lixian also pointed out that it is expected that Hong Kong stocks will continue the main tone of valuation repair in the first half of the year in the second half of the year. Both the old and new economic stocks have different performance opportunities, while the upward trend of cyclical stocks may be slowing down now, among which the four major sectors are optimistic, including the new economy, petroleum energy, household appliance consumption and communication services.</p><p><b>Credit Suisse: Hang Seng Index Looks Up in the Second Half of the Year to End the Target of 30,000 Points</b></p><p>Shao Zhiming, chief investment officer of Credit Suisse Greater China, said that the trend of Hong Kong stocks in the second half of the year will rise. The Hang Seng Index will target 30,000 points at the end of this year, but Hong Kong stocks are still subject to the tightening of monetary policy in the mainland in the short term. He estimated that as soon as the end of the third quarter to the fourth quarter, the tight monetary situation in the mainland may improve, which will prompt the capital inflow into Hong Kong stocks to pick up and drive the market sentiment.</p><p>Shao Zhiming pointed out that the favorable factors for Hong Kong stocks also include the optimistic global economic growth prospect and the potential of RMB appreciation to support Chinese stocks. At present, he is optimistic about sustainable sectors in the mainland, such as solar energy, wind energy and electric vehicle industries, while maintaining a neutral view on Chinese technology stocks.</p><p>Some large science and technology companies have indicated that they will allocate profits for medium and long-term investment in the short term. It is expected that the profit performance of technology stocks in the next two quarters will be difficult to surprise the market. Moreover, the valuation of value stocks is still attractive. Investors continue to increase their holdings of value stocks and flush the proportion of technology stocks in their investment portfolios, which will limit the performance of technology stocks.</p><p><b>Hang Seng Asset Management: Growth stocks can outperform value stocks in the second half of the year</b></p><p>Xue Yonghui, director and investment director of Hang Seng Investment Management, said that the global supervision of technology companies has been strengthened, but the market has roughly digested the news, and companies are adapting to the new environment. On the other hand, growth stocks began to adjust in February. Now, some technology stocks have returned to a more attractive level, and there are opportunities to absorb them at a low level. I believe that the growth stocks can outperform value stocks in the second half of the year.</p><p>We are optimistic about domestic demand, Internet companies (e-commerce, life platform), population aging and pharmaceutical innovation, environmental protection (new energy, electric vehicles, electric vehicle batteries), real estate (property management, real estate online platform) and other industries, but we are bearish about energy, telecommunications and other sectors.</p>","source":"lsy1606393433888","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>US stocks are not bear VS a 15% pullback! Well-known big banks forecast U.S. and Hong Kong stocks in the second half of the year</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nUS stocks are not bear VS a 15% pullback! Well-known big banks forecast U.S. and Hong Kong stocks in the second half of the year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">美港电讯APP</strong><span class=\"h-time small\">2021-06-28 19:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>US stocks have achieved a large increase so far this year, and the market is concerned about the inflation of the Federal Reserve and the statement of rate hike. Hong Kong stocks have experienced a \"roller coaster\" trend so far this year, and big banks have different expectations for their performance in the second half of the year. What should we pay attention to?<img src=\"https://static.tigerbbs.com/347e042b7f2477eb321a5543ae792f38\" tg-width=\"735\" tg-height=\"656\"><b>U.S. Stocks Outlook for the Second Half of the Year</b></p><p>Last week, U.S. stocks rebounded sharply, with the Nasdaq and S&P 500 indexes both reaching record highs. Benefiting from the economic recovery, U.S. stocks have achieved large gains so far in 2021, with the Dow rising by 12.51%, the Nasdaq rising by 11.42% and the S&P 500 rising by 13.97%. The market pays attention to the Fed's statement on inflation and rate hike, and the big banks have different expectations for the second half of the year. Which sectors deserve attention?</p><p><b>Credit Suisse: Stocks to Outperform Other Assets</b></p><p>Credit Suisse expects global growth to accelerate in the coming months as countries gradually reopen their economies. In the process, the stock market will outperform other assets. Credit Suisse wrote in its second-half outlook strategy report that it is expected that the global economy will grow by 5.9% year-on-year in 2021, and the global economic growth rate will reach 4% in 2022. Growth is driven mainly by the advancement of the vaccination process, fiscal stimulus and the broader recovery of the services sector.</p><p>Ray Farris, chief investment officer of Credit Suisse South Asia, said the expansion could lead to a sharp recovery in global earnings growth, boosting stocks. He told the media: \"We want stocks to be an outperforming asset class over the next six months to a year. As long as earnings continue to trend upward, history shows that the stock market will climb all the way up. Maybe there will be constant corrections in the process, but corrections are opportunities.\"</p><p>In the stock market, Credit Suisse said it prefers to invest in cyclical industries such as finance and materials, especially cyclical stocks in the European region. The bank said that European cyclical stocks are expected to make lucrative profits like cyclical stocks in US stocks, but valuations are at low levels in decades.</p><p><b>Morgan Stanley: Bullish on Essentials, Healthcare and Raw Materials Stocks</b></p><p>Judging from the past experience of mid-cycle transition, Morgan Stanley believes that US stocks will have a callback of about 15%. The bank said the consensus estimate for next year is now above what its analysts had predicted would be achievable since the recovery began after its most upbeat quarterly earnings revision ever. More specifically, given the headwinds of inflation and taxes, the bank believes the margin estimates are too high, and the market should start taking into account these factors by lowering valuations.</p><p>Driven by increased infrastructure spending, the bank downgraded related companies. In its view, much of infrastructure spending has been reasonably priced, and such projects typically take longer to produce results. Additionally, many industrial businesses will be most affected by rising inflation and labor shortages in the supply chain. Instead, the bank continues to favor financials and raw materials stocks as a way to combat rising inflation. Healthcare services businesses have lower valuations and more pent-up demand compared to tech stocks.</p><p>Morgan Stanley remains bullish on staples, healthcare and raw materials stocks rather than technology, discretionary and industrial stocks. Morgan Stanley also continues to be bullish on bank stocks, believing that they are the best way to deal with inflation, and suggests avoiding semiconductors, retailers, construction and building materials and other representative industries in the early cycle. Finally, looking back across the portfolio, finding a reasonable valuation for the company's value remains an important consideration.</p><p><b>CITIC Securities: Tax increase is the biggest risk of U.S. stocks in the second half of the year</b></p><p>The G7 finance ministers' meeting on June 5 announced in support of the proposal to impose a global minimum tax rate of 15%, but we judge that if this proposal cannot be rolled out under the framework of OECD or G20, it is expected to have a limited impact on the tax burden of multinational enterprises. However, if Biden's domestic tax increase proposal lands, it is expected to be the biggest risk for U.S. stocks in the second half of the year: 1) The increase in corporate income tax will directly impact the earnings of U.S. stocks, while the technology and pharmaceutical industries with low effective tax rates and high proportion of overseas income are expected to be the most affected; 2) If the capital gains tax is raised to 39.6%, it is expected to trigger investors to sell off. Since February this year, the trend of \"retail investors plus leverage\" entering the market may be reversed; 3) Since World War II, there has never been a joint increase in personal income tax, corporate income tax and capital gains tax in American history. Therefore, if the United States unilaterally raises the tax rate, it may lead to the outflow of domestic funds in the medium and long term.</p><p>Against the background of continuous improvement in vaccination rates, the global economy is expected to restart in the second half of this year. The price pressure caused by short-term \"demand normalization\" vs \"supply bottleneck\" will also gradually fade. For the United States, although the Federal Reserve has a high probability of maintaining an ultra-loose monetary policy in the second half of the year, in view of the fact that the current high valuation of S&P 500 has overdrawn the fundamentals beyond expectations, if the release of Taper signal and Biden's tax increase land in August and September respectively, it may mean that the US stocks boosted by \"retail investors plus leverage\" since February this year will face a concentrated risk outbreak in the third quarter.</p><p><b>Huifeng International Development: It is expected that the standard index will see 4,200 to 4,300 points at the end of the year</b></p><p>Zhang Yufeng, director of Huifeng International Development, said that due to favorable factors such as vaccination and economic restart, he is optimistic about the performance of U.S. stocks in the second half of the year, and the index is expected to reach 4,200 points to 4,300 points by the end of the year. Although inflation expectations in the United States have risen recently and the Federal Reserve's recent hawking, he believes that if you are not short-term investors, you don't need to take these factors too seriously. Everyone will be sensitive to rate hike and inflation news, but the Fed's remarks will actually change at any time. The most important thing to buy US stocks is to pay attention to the future development of the company.</p><p>Against the background of economic recovery, we are optimistic about financial stocks and health care sector. Due to the current increase in capital in the market, it is noted that the active performance of financial activities such as SPEC and IPO in the United States since May, coupled with the current rise of the concept of combining artificial intelligence technology in the financial industry, will greatly accelerate the development of the industry.</p><p>In the first half of the year, there was a phenomenon of sector rotation in the US stock market, and the valuation of many technology stocks was discounted. However, they were still optimistic about technology stocks in the long run, and not the whole sector was dragged down. Some large technology stocks, such as Google A and Amazon, did not perform poorly, and small and medium-sized technology stocks were mainly affected. Looking forward to the second half of the year, there will be a number of technology stocks listed, which is expected to drive the sentiment of the technology sector, thus improving the performance of this sector.</p><p><b>Industrial Securities: U.S. stocks are not bear markets, but vulnerability and volatility are increasing, and growth is expected to outperform</b></p><p>The report pointed out that in the second half of the year, the US economy may enter \"stagflation-like\", with the economy weakening and inflation fluctuating at a high level. The probability of bear market in the second half of the US stock market is small, and the probability of continuing the market through shocks is high. The liquidity environment in Europe and the United States remains loose, economic growth slows down but remains resilient, and the impact of Taper and tax increase is still in the expected stage.</p><p>Growth stocks supported by fundamentals in the U.S. stock market will be expected to outperform again. The valuation of the growth leader of U.S. stocks represented by FAANGs is not high, which is expected to stabilize its popularity. Secondly, the yield of U.S. bonds will maintain a range fluctuation in the second half of the year, which is different from the rapid improvement in the first half of the year. Therefore, the release of valuation risks of growth stocks has come to an end. In addition, the performance growth in the second half of the year shifted to endogenous driving. In the past half of the year, the cyclical value style of U.S. stocks has benefited from the cyclical recovery and obviously outperformed. In the second half of the year, it will be under pressure as the kinetic energy of the U.S. inventory cycle weakens. Growth stocks will differentiate, and growth stocks with long-term endogenous growth momentum will start a new upward trend. However, thematic growth stocks or high-valuation sectors that overdraw high growth expectations will still be abandoned.</p><p><b>Outlook for Hong Kong Stocks in the Second Half of the Year</b></p><p>Last week, Hong Kong stocks rose first and then fell, especially technology stocks ushered in a slight rebound. So far this year, Hong Kong stocks have experienced a \"roller coaster\" trend, and their overall performance lags behind other major stock indexes. The Hang Seng Index has risen by 7.48%, the State Index has risen by 1.17%, and the red chip index has risen by 7.35%.</p><p><b>CICC: The performance of the broader market index is still relatively flat to regain the new economy</b></p><p>Looking forward to the second half of the year, we believe that although the performance of the Hong Kong stock market index may still be relatively flat, the structural attractiveness is already in place, focusing on the \"new economy\" related sectors. Overall, we expect that Hang Seng State-owned Enterprises and MSCI China Index are expected to climb to 11,900 points and 114 points respectively, which implies about 10% and 4% upside compared with the current situation. The main driving force comes from the 8% and 9% increase in earnings respectively, while the valuation changes expand by 4% and contract by 2% respectively. It is expected that the net profit growth rate of overseas Chinese-funded stocks in 2021 is expected to reach 24.4%, of which the net profit of non-financial sector and financial sector will increase by 35.2% and 16.3% respectively.</p><p>We expect domestic monetary policy to remain basically stable against the background that economic growth remains stable and structural issues such as high leverage remain the policy focus. If the subsequent growth faces greater pressure and the external uncertainty increases or decreases with the opening of the Fed's reduction, it is not excluded that there are certain domestic policies as hedges. We believe that the overall liquidity will remain relatively friendly before the Fed's QE reduction. In addition, in the medium and long term, the growing new economic landscape of Hong Kong market will continue to enhance its long-term attractiveness to domestic and foreign funds.</p><p>Specifically, we suggest over-allocating information technology, big consumption, medical care, some manufacturing industries, energy and diversified finance, but we suggest standard or low-allocating real estate, insurance, public utilities, etc. In addition to macro-based allocation ideas, we also provide two industry allocation ideas: high quality (ROE vs. PEG) and high prosperity (capital expenditure). In the medium term, we believe that China will take the lead in recovering from the impact of the epidemic and returning to normalization, which will push the market to refocus on the opportunities brought by China's original inherent long-term structural trends (such as consumption and industrial upgrading), such as electric vehicles, new energy (including solar energy), technological hardware, semiconductors, large consumption and pharmaceutical biology.</p><p><b>CCB International: Hong Kong stocks will show an M-shaped trend in the second half of the year, with the highest visible 29,500 points, which can focus on domestic stocks</b></p><p>Zhao Wenli, managing director and deputy research director of CCB International Securities Research Department, pointed out that it is expected that Hong Kong stocks will maintain range fluctuations in the second half of the year and show an M-shaped trend. The Hang Seng Index will fluctuate in the range of 26,500 to 29,500 points, and the State-owned Enterprise Volatility Index will range from 9,500 to 11,500 points. The third quarter of 2021 will be the inspection window of important market expectations. At the same time, important variables such as epidemic situation, debt interest and US dollar are facing direction choices, and a new inflection point of style switching may also be formed in the third quarter.</p><p>In the second half of this year, there is an opportunity for a new style switch in the Hong Kong market, among which growth stocks are expected to outperform value stocks. As China emerged from the pandemic earlier than Europe and the United States, value stocks have reacted ahead of schedule. At the same time, the slowdown of economic growth may also limit the upside of value stocks. Relatively speaking, some leading growth stocks have high visibility of medium and long-term growth, and the cost performance ratio is higher than that of value stocks in the short period.</p><p>In terms of industries, the main segments with increasing profits are concentrated in biotechnology, film and television entertainment and cyclical products industries. The main downward-revised industries in the forecast include medical aesthetics, software, wine and travel and real estate-related sectors. It is recommended to focus on domestic stocks with high \"visibility\" and policy support, such as consumer, biomedicine, hardware technology, automobile and other industries. At the same time, we absorbed the leading high-quality new economic growth stocks on dips, and gradually reduced our holdings of procyclical value stocks.</p><p><b>GF: Hong Kong stock technology is seriously undervalued in the world</b></p><p>GF Hong Kong Strategy Research pointed out that since mid-February this year, the trend of large-scale science and technology stocks in the Hong Kong stock market has been under significant pressure, which is mainly restricted by three factors: the gradual tightening of platform economy supervision measures, the decline of \"home economy\" dividends worldwide and the high yield of U.S. bonds. However, from the time point of mid-2021, the negative impact brought by the above three adverse factors is marginally diminishing, and the long-term layout value of Hong Kong's large science and technology stocks is gradually emerging.</p><p>The valuation level of large-scale science and technology stocks has basically fallen below the historical average, and it has regained a good investment cost performance and sufficient margin of safety. Hang Seng Index expects PEG valuation to be greatly underestimated with Nasdaq and GEM index. In the future, the convergence of \"valuation difference\" between cross-markets is also expected to become the supporting kinetic energy for the strength of Hong Kong stock network giants. Coupled with the anti-monopoly policy of \"scraping bones to treat poison\", the short-term negative impact is controllable, and it will help to enhance the vitality of the industry in the long term. With the implementation of Ali's punishment, the uncertainty of policy has also declined. Despite the gradual ebbing of the global home economy, the performance of large science and technology companies in Hong Kong stocks is still resilient.</p><p>In the first quarter of this year, the performance of Hong Kong stock network giants was basically within market expectations, and some even exceeded expectations. Although the dividends of the epidemic have gradually faded, the dividends of economic transformation are still in the process of continuous release, and leading enterprises in the science and technology industry will benefit significantly by relying on their stable and efficient business model and good corporate governance.</p><p><b>Nomura: Recommended Financial, Cyclical Stocks as Inflation Hedges</b></p><p>Nomura published a research report, describing the stock market in the Asia-Pacific region as being at a crossroads in the second half of the year. It is expected that the stock market will benefit from the strong corporate profit outlook and rise. The MSCI Asia Index (excluding Japan) for 2021 and 2022 is targeted at 900 points and 974 points. Although the statement of excessive inflation and policy normalization has increased, there is a risk of short-term correction, but it has a positive attitude towards Asian stock markets in the medium term. Nomura, for its part, gave Hong Kong stock market an underweight rating, forecasting a price-to-earnings ratio of 19.2 times in 2021. The bank advises investors to balance their investment portfolios and hedge against inflation with thematic and attractive valuations such as financial and cyclical stocks.</p><p>The ten Hong Kong stocks recommended by Nomura include Tencent Holdings, Alibaba, BYD, China Merchants Bank, Anta Sports, Haidilao, Xincheng Development Holdings, China Taiping, Weigao and CK Hutchison.</p><p><b>Everbright Sun Hung Kai Securities: The trend of Hong Kong stocks in the second half of the year is cautiously optimistic, and the Hang Seng Index is high or see 31000 points</b></p><p>Everbright Sun Hung Kai Securities released its outlook report for the second half of the year. Wu Lixian, a strategist, said that he was cautiously optimistic about the trend of Hong Kong stocks in the second half of the year, with a high level of 31,000 points and a low level of 26,000 points. He also said that his view on science and technology stocks in the second half of the year is relatively positive. Because the stock price performance of related industries in the first half of the year is relatively backward, its performance fundamentals are good, and it is expected to fall behind in the second half of this year. It is expected that in the second half of this year, the high level of Hang Seng Technology Index will appear around 9,000 points, while the support level will be at 7,400 points. The bank also predicts that the second half target of the HSCEI will be 11,800 points.</p><p>Wu Lixian also pointed out that it is expected that Hong Kong stocks will continue the main tone of valuation repair in the first half of the year in the second half of the year. Both the old and new economic stocks have different performance opportunities, while the upward trend of cyclical stocks may be slowing down now, among which the four major sectors are optimistic, including the new economy, petroleum energy, household appliance consumption and communication services.</p><p><b>Credit Suisse: Hang Seng Index Looks Up in the Second Half of the Year to End the Target of 30,000 Points</b></p><p>Shao Zhiming, chief investment officer of Credit Suisse Greater China, said that the trend of Hong Kong stocks in the second half of the year will rise. The Hang Seng Index will target 30,000 points at the end of this year, but Hong Kong stocks are still subject to the tightening of monetary policy in the mainland in the short term. He estimated that as soon as the end of the third quarter to the fourth quarter, the tight monetary situation in the mainland may improve, which will prompt the capital inflow into Hong Kong stocks to pick up and drive the market sentiment.</p><p>Shao Zhiming pointed out that the favorable factors for Hong Kong stocks also include the optimistic global economic growth prospect and the potential of RMB appreciation to support Chinese stocks. At present, he is optimistic about sustainable sectors in the mainland, such as solar energy, wind energy and electric vehicle industries, while maintaining a neutral view on Chinese technology stocks.</p><p>Some large science and technology companies have indicated that they will allocate profits for medium and long-term investment in the short term. It is expected that the profit performance of technology stocks in the next two quarters will be difficult to surprise the market. Moreover, the valuation of value stocks is still attractive. Investors continue to increase their holdings of value stocks and flush the proportion of technology stocks in their investment portfolios, which will limit the performance of technology stocks.</p><p><b>Hang Seng Asset Management: Growth stocks can outperform value stocks in the second half of the year</b></p><p>Xue Yonghui, director and investment director of Hang Seng Investment Management, said that the global supervision of technology companies has been strengthened, but the market has roughly digested the news, and companies are adapting to the new environment. On the other hand, growth stocks began to adjust in February. Now, some technology stocks have returned to a more attractive level, and there are opportunities to absorb them at a low level. I believe that the growth stocks can outperform value stocks in the second half of the year.</p><p>We are optimistic about domestic demand, Internet companies (e-commerce, life platform), population aging and pharmaceutical innovation, environmental protection (new energy, electric vehicles, electric vehicle batteries), real estate (property management, real estate online platform) and other industries, but we are bearish about energy, telecommunications and other sectors.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://news.ushknews.com/mobile/details.html?id=1003334&type=news\">美港电讯APP</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad2dd670f9557c66480c84fc5e4bd415","relate_stocks":{"HSI":"恒生指数",".DJI":"道琼斯"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1003334&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180159838","content_text":"美股今年迄今取得较大涨幅，市场关注美联储通胀及加息表态，港股今年迄今经历“过山车式”走势，大行对于下半年表现预期不一，有哪些需要关注的？美股下半年展望\n上周美股大幅反弹，纳指及标普500指数指数均刷新历史高位。受益于经济复苏，美股2021年迄今取得了较大的涨幅，道指累涨12.51%，纳指累涨11.42%，标普500指数累涨13.97%。市场关注美联储关于通胀及加息的表态，大行对于下半年走势预期不一，哪些板块值得关注？\n瑞信：股市表现将优于其他资产\n瑞士信贷预计，随着各国逐步重新开放经济，全球经济增长将在未来几个月加快。在这个过程中，股市表现将优于其他资产。瑞信在下半年展望策略报告中写到，预计全球经济在2021年的同比增长5.9%，2022年全球经济增速达到4%。增长的动力主要来自于疫苗接种的进程推进，财政刺激和更广泛的服务业复苏。\n瑞信南亚首席投资官Ray Farris表示，经济扩张可能会导致全球盈利增长大幅复苏，提振股市。他对媒体表示：“我们希望股票成为未来六个月至一年内表现优异的资产类别。只要盈利继续保持上升趋势，历史表明，股市将一路攀升。也许在这个过程中会不断出现调整，但调整即机会。”\n在股市方面，瑞信表示，更倾向于投资金融和材料等周期性行业，特别是欧洲地区的周期股。该行称，欧洲周期股预计和美股中的周期股一样，将获得丰厚的利润，但是估值处于数十年中的较低水平。\n大摩：看好必需品、医疗保健和原料股\n从以往中周期过渡的经验来看，大摩认为美股将发生15%左右的回调。该行表示，在经历了有史以来最乐观的季度收益修正后，明年的普遍预估现在高于其分析师所预测的复苏开始以来的可实现水平。更具体地说，考虑到通胀和税收的不利因素，该行认为利润率预估过高，市场应该开始通过降低估值来考虑这些因素。\n在加大基础设施支出的推动下，该行下调了相关企业的评级。在其看来，基础设施支出中的大部分已被合理定价，而且此类项目通常需要更长的时间才能产生效果。此外，许多工业企业将受到供应链中不断加剧的通胀和劳动力短缺的最大影响。相反，该行继续青睐金融类股和原料类股，以此来应对不断上升的通胀。与科技股相比，医疗保健服务企业的估值更低，且被压抑的需求更大。\n大摩看好的仍是必需品、医疗保健和原料股而非科技股、非必需品和工业股。大摩也继续看好银行股，认为它们是应对通胀的最佳途径，并建议避开半导体、零售商、建筑建材等为早周期的代表性行业。最后，回顾整个投资组合，为公司价值寻找合理的估值仍是重要考虑因素。\n中信证券：加税是美股下半年最大的风险\n6月5日的G7财长会议通告支持征收15%全球最低税率的提议，但我们判断，此提议若无法在OECD或G20的框架下推出，预计对跨国企业税负的影响有限。但拜登国内加税提案如落地，预计将是美股下半年最大的风险：1)企业所得税的上调将直接冲击美股盈利，而当前有效税率较低、海外收入占比高的科技和医药行业受冲击预计最大；2)资本利得税若上调至39.6%，料将引发投资者抛售，今年2月以来“散户加杠杆”入市的趋势或逆转；3)二战以来，美国历史上从未出现过个人所得税、企业所得税以及资本利得税共同上调的现象。因此，美国单边上调税率的行为如果落地，或导致中长期国内资金流出。\n在疫苗接种率持续提升的背景下，今年下半年全球经济预计维持重启态势。短期“需求正常化”vs“供给瓶颈”所导致的价格压力也将逐步消退。对于美国，虽然下半年美联储大概率维持超宽松的货币政策，但鉴于当前标普500的高位估值已透支了基本面超预期的利好，Taper信号的释放迭加拜登的加税如若分别在8月和9月落地，或意味着今年2月以来“散户加杠杆”助推的美股在3季度会面临风险集中爆发。\n惠峰国际发展：料标指年底见4,200点至4,300点\n惠峰国际发展董事张玉峰表示，由于疫苗接种及经济重启等利好因素，看好美股下半年的表现，料标指年底见4,200点至4,300点。虽然最近美国通胀预期升温，加上美联储近期放鹰，但他认为若不是短线投资者，就不需要将这些因素看得太重。大家都会对加息及通胀消息感到敏感，但美联储的言论其实随时都会变，买美股最重要是留意公司的未来发展。\n在经济复甦的背景下，看好金融股及健康护理板块。由于现时市场上的资金增加，留意到自5月起美国金融活动例如SPEC及IPO表现活跃，加上现时金融业兴起结合人工智能技术的概念，将大大加快行业的发展。\n美股市场上半年出现板块轮替的现象，很多科技股的估值都出现折让，但长期仍看好科技股，而且并不是整个板块都受到拖累，一些大型的科技股，例如谷歌A、亚马逊等表现并不差，受影响的主要是中小型科技股。展望下半年将会有多家科技股上市，有望带动科技板块的气氛，从而令此板块的表现改善。\n兴业证券：美股不是熊市，但脆弱性波动性加大，成长有望跑赢\n研报指出，下半年美国经济或步入“类滞胀”，经济走弱、通胀高位震荡。美股下半年熊市概率小，通过震荡来延续行情的概率大。欧美流动性环境依然宽松，经济增速放缓但仍有韧性，Taper和加税的影响仍在预期阶段。\n美股市场有基本面支撑的成长股将有望再次跑赢。以FAANGs为代表的美股成长龙头的估值并不高，有望稳住人气。其次，下半年美债收益率将维持区间震荡，不同于上半年的快速提升，所以，成长股的估值风险释放告一段落。另外，下半年业绩增长转向内生驱动。美股周期价值风格过去大半年受益于周期复苏而明显跑赢，下半年将随着美国库存周期动能趋弱而承压。成长股将分化，具备长期内生增长动能的成长股将开始新的上行。但是，题材性成长股或者透支了高增长预期的高估值板块仍将被抛弃。\n港股下半年展望\n上周的港股经历先升后跌，尤其是科技股迎来小幅反弹。今年迄今，港股经历“过山车式”走势，整体表现落后于其他主要股指，恒指累涨7.48%，国指累涨1.17%，红筹指数累涨7.35%。\n中金：大盘指数表现仍相对平淡重拾新经济\n展望下半年，我们认为虽然港股大盘指数表现可能仍相对平淡，但结构性吸引力已经具备，重点在于“新经济”相关板块。整体来看，我们预计恒生国企和MSCI中国指数有望分别攀升至11900点和114点，较当前隐含大约10%和4%的上涨空间，主要驱动力来自盈利分别上调8%和9%，而估值变化分别扩张4%和收缩2%。预计海外中资股2021年净利润增速有望达到24.4%，其中非金融板块和金融板块净利润将分别增长35.2%和16.3%。\n我们预计，在当前经济增长仍保持稳健且高杠杆等结构性问题仍是政策焦点的背景下，国内货币政策将保持基本稳定。如果后续增长面临更大压力且外部不确定性随着美联储减量开启而增减，不排除国内有一定政策作为对冲。我们认为在美联储QE减量前整体流动性将会维持相对友好状态。另外，从中长期角度，香港市场不断壮大的新经济格局将持续提升其对国内外资金的长期吸引力。\n具体看，我们建议超配信息技术、大消费、医疗保健、部分制造业、能源、多元金融，但建议标配或低配房地产、保险、公用事业等。除了基于宏观配置思路外，我们还提供高质量(ROE vs。 PEG)和高景气度(资本开支)两个行业配置思路。中期看，我们认为中国率先从疫情影响中修复并回归常态化，将推动市场重新关注中国原本的内在长期结构性趋势(如消费和产业升级)带来的机遇，如电动汽车、新能源(包括太阳能)、科技硬件、半导体、大消费和医药生物等。\n建银国际：港股下半年将呈M型走势，最高可见29500点，可重点关注内需股\n建银国际证券研究部董事总经理、研究副主管师赵文利指出，预计港股下半年总体维持区间波动并大致呈现M型走势。恒生指数将在26500点至29500点区间波动，国企波动指数介于9500点至11500点。2021三季度将是市场重要预期的检验窗口。同时，疫情、债息及美元等重要变量面临方向选择，三季度也有可能形成新的风格切换拐点。\n今年下半年香港市场有机会出现新的风格切换，其中成长股有望跑赢价值股。由于中国较欧美早走出疫情，价值股已提前反应。同时经济增速放缓后也可能限制价值股的上升空间。相对而言，一些成长股龙头的中长期成长性能见度高，短周期而言性价比相对价值股较高。\n分行业来看，主要盈利上升板块集中于生物科技、影视娱乐及周期品行业。预测主要下调行业包括医美、软件、酒旅和地产相关的板块。建议重点关注“能见度”高及有政策支持的内需股，如消费、生物医药、硬件科技、汽车等行业。同时逢低吸纳优质新经济成长股龙头，逐步减持顺周期的价值股。\n广发：港股科技严重低估于全球\n广发香港策略研究指出自今年2月中旬以来，港股市场的大型科网股走势显著承压，主要受平台经济监管措施逐步收紧、全球范围内“宅经济”红利减退和美债收益率走高等三大因素所制约。不过，站在2021年年中的时间点上来看，上述的三大不利因素所带来的负面影响正在边际减退，香港大型科网股的长线布局价值逐渐浮现。\n大型科网股估值水平基本都已经回落到历史均值以下，重新具备了良好的投资性价比和较为充足的安全边际。恒生指数预期PEG估值大幅低估与纳指和创业板指数，未来跨市场间“估值差”的收敛也有望成为港股科网巨企走强的支撑动能。加之反垄断政策“刮骨疗毒”，短期负面影响可控，长期有助于增强行业活力。随着阿里处罚的落地，政策面的不确定性也有所下降。尽管全球宅经济逐步退潮，港股大型科网公司的业绩仍具备较强韧性。\n今年一季度，港股科网巨头的业绩基本都处于市场预期内，部分甚至超出预期。虽然疫情的红利逐步消退，但经济转型的红利却仍在持续释放的过程之中，科网行业各龙头企业凭借着稳健高效的商业模式和良好的公司治理将显著受益。\n野村：建议选择金融、周期性股票作为通胀对冲\n野村发表研究报告，形容亚太区股市下半年正处于十字路口，预期股市会受益于强劲的企业盈利前景而上升，对2021及2022年MSCI亚洲指数（日本除外）的目标为900点及974点，虽然通胀过强及政策正常化的说法增强，存在短期回调的风险，但对中期内亚洲股市持积极态度。野村则给予香港股市减持评级，预测2021年市盈率为19.2倍。该行建议投资者平衡投资组合，以主题性及具有吸引估值的股票如金融、周期性股票作为通胀对冲。\n野村推荐的十只港股包括，腾讯控股、阿里巴巴、比亚迪股份、招商银行、安踏体育、海底捞、新城发展控股、中国太平、威高股份及长和。\n光大新鸿基证券：下半年港股走势审慎乐观，恒指高位或见31000点\n光大新鸿基证券发表下半年展望报告，策略师伍礼贤表示，对下半年港股走势审慎乐观，高位或见31000点，低位则或见26000点。他又表示，对下半年科网股看法较为正面，因上半年相关行业的股价表现较落后，其业绩基本面不错，今年下半年有望追落后，料今年下半年恒生科技指数高位有机会出现在9000点附近，而支持位则在7400点。该行亦预测，国企指数的下半年目标为11800点。\n伍礼贤又指出，预期港股下半年将延续上半年估值修复的主基调，新旧经济股份均有不同的表现机会，而周期性股份升势或现放缓，当中值得看好的4大板块，包括新经济、石油能源、家电消费及通讯服务。\n瑞信：恒指下半年看升 年底目标30000点\n瑞信大中华区首席投资总监邵志铭表示，对港股下半年走势看升，恒生指数在今年底目标为30000点，但港股短线仍受制于内地收紧银根的力度。他估计，最快在第三季末至第四季，内地银根偏紧的情况或有改善，促使流入港股的资金回升，带动市场气氛。\n邵志铭指出，利好港股的因素还包括，全球经济增长前景乐观，以及人民币升值潜力会为中资股提供支持。目前看好内地可持续板块，例如太阳能、风能和电动车行业，对中资科技股则维持中性看法。\n部分大型科网公司已表明，短线会拨出盈利用作中长线投资，料科技股在未来两个季度的盈利表现，将难以给予市场惊喜。而且价值型股票估值仍吸引，投资者继续增持价值型股票，平冲投资组合中科技股的比重，都会限制科技股的表现。\n恒生资管：下半年成长股升幅可跑赢价值股\n恒生投资管理董事兼投资总监薛永辉表示，环球加强对科技企业的监管，但市场已大致消化消息，企业亦正适应新环境。另一方面，成长股2月起展开调整，现时开始有科技股回到较为吸引的水平，有机会可候低吸纳，相信下半年成长股升幅可跑赢价值股。\n看好内需、互联网企业（电商、生活平台）、人口老化及医药创新、环保（新能源、电动车、电动车电池）、房地产（物管、房产在线平台）等行业，但看淡能源、电讯等板块。","news_type":1,"symbols_score_info":{"HSI":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117664182,"gmtCreate":1623139073046,"gmtModify":1704196851402,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"hmmmmmmm","listText":"hmmmmmmm","text":"hmmmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/117664182","repostId":"1192114046","repostType":4,"repost":{"id":"1192114046","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":1623134538,"share":"https://ttm.financial/m/news/1192114046?lang=en_US&edition=fundamental","pubTime":"2021-06-08 14:42","market":"us","language":"zh","title":"Can U.S. stocks rise again? JPMorgan: The Next Round of Higher Markets is Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1192114046","media":"老虎资讯综合","summary":"摩根大通首席股票策略师Marko Kolanovic表示，下一轮市场行情即将走高。","content":"<p>Marko Kolanovic, chief equity strategist at JPMorgan, said the next round of market action is about to move higher.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97a9e4db8083878cfc41ecf9ef0968d6\" tg-width=\"630\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><span>Marko Kolanovic</span></p><p>Stocks appear poised to move higher again after a quiet spring, according to JPMorgan Chase's Kolanovic.</p><p>After a dramatic rally in 2020 and a strong start to the year, stocks have been at neutral in recent weeks. The S&P 500 is near all-time highs but has been trading sideways around 4,200 for more than a month.</p><p><img src=\"https://static.tigerbbs.com/34d70c662e80d21ed1b694cd4638fe87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Kolanovic, who has gained a following on Wall Street over the past two years thanks to timely market analysis during the pandemic, said in a note to clients Monday that the market is ready to break out.</p><p>\"After markets and bond yields have traded sideways over the past two months, there could be a next round of higher moves, with cyclical stocks on track to outperform defensive stocks once again,\" the report said. \"Despite a peak in some economic activity indicators, markets could be satisfied that economic growth will remain significantly above trend in the second half of the year, supported by both consumer and capital spending.\"</p><p>The forecast of higher stocks is part of what Kolanovic sees as a bigger risk. He said the trading pattern of the broader market appears to be consistent with a pause in the bull market, rather than an arrangement for a pullback.</p><p>\"Our outlook for risky asset classes remains positive, with stocks and commodities expected to deliver the highest returns and bond yields continuing to move higher. This pro-risk view is driven by the ongoing recovery from the pandemic…the easy monetary stance of global central banks, and positions in risky asset classes such as stocks and commodities remain below average,\" the report said.</p><p>Kolanovic did warn that market participants and economists appear to be underestimating inflation risks in the second half of the year. He said higher prices and changes in Fed policy could lead to higher interest rates and affect which stocks end up as winners.</p><p>\"This suggests it's too early to return to the tech sector, but value and value-oriented sectors should continue to outperform,\" the report said.</p><p>Kolanovic, who has been bullish of late, said in May that the market was \"getting cheaper\" and in January downplayed investor concerns about a stock market bubble.</p><p>Compared with Kolanovic, there are bulls who are more aggressive. Tom Lee, former chief equity strategist at JPMorgan Chase and founder of Fundstrat Global Advisor, predicts that the S&P 500 could surge 362pc to 19,350 by 2038. He also believes that \"millennials\" will be the most important driver of U.S. economic growth over the next 20 years. \"Demographics decide fate,\" he said. Millennials will have strong anticipated demand for housing and cars as the nation's most populous generation begins starting families and enters peak income years.</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>Can U.S. stocks rise again? JPMorgan: The Next Round of Higher Markets is Coming</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nCan U.S. stocks rise again? JPMorgan: The Next Round of Higher Markets is Coming\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-08 14:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Marko Kolanovic, chief equity strategist at JPMorgan, said the next round of market action is about to move higher.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97a9e4db8083878cfc41ecf9ef0968d6\" tg-width=\"630\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><span>Marko Kolanovic</span></p><p>Stocks appear poised to move higher again after a quiet spring, according to JPMorgan Chase's Kolanovic.</p><p>After a dramatic rally in 2020 and a strong start to the year, stocks have been at neutral in recent weeks. The S&P 500 is near all-time highs but has been trading sideways around 4,200 for more than a month.</p><p><img src=\"https://static.tigerbbs.com/34d70c662e80d21ed1b694cd4638fe87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Kolanovic, who has gained a following on Wall Street over the past two years thanks to timely market analysis during the pandemic, said in a note to clients Monday that the market is ready to break out.</p><p>\"After markets and bond yields have traded sideways over the past two months, there could be a next round of higher moves, with cyclical stocks on track to outperform defensive stocks once again,\" the report said. \"Despite a peak in some economic activity indicators, markets could be satisfied that economic growth will remain significantly above trend in the second half of the year, supported by both consumer and capital spending.\"</p><p>The forecast of higher stocks is part of what Kolanovic sees as a bigger risk. He said the trading pattern of the broader market appears to be consistent with a pause in the bull market, rather than an arrangement for a pullback.</p><p>\"Our outlook for risky asset classes remains positive, with stocks and commodities expected to deliver the highest returns and bond yields continuing to move higher. This pro-risk view is driven by the ongoing recovery from the pandemic…the easy monetary stance of global central banks, and positions in risky asset classes such as stocks and commodities remain below average,\" the report said.</p><p>Kolanovic did warn that market participants and economists appear to be underestimating inflation risks in the second half of the year. He said higher prices and changes in Fed policy could lead to higher interest rates and affect which stocks end up as winners.</p><p>\"This suggests it's too early to return to the tech sector, but value and value-oriented sectors should continue to outperform,\" the report said.</p><p>Kolanovic, who has been bullish of late, said in May that the market was \"getting cheaper\" and in January downplayed investor concerns about a stock market bubble.</p><p>Compared with Kolanovic, there are bulls who are more aggressive. Tom Lee, former chief equity strategist at JPMorgan Chase and founder of Fundstrat Global Advisor, predicts that the S&P 500 could surge 362pc to 19,350 by 2038. He also believes that \"millennials\" will be the most important driver of U.S. economic growth over the next 20 years. \"Demographics decide fate,\" he said. Millennials will have strong anticipated demand for housing and cars as the nation's most populous generation begins starting families and enters peak income years.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/be7066429ceac9258ae1344e177caaec","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192114046","content_text":"摩根大通首席股票策略师科拉诺维奇（Marko Kolanovic）表示，下一轮市场行情即将走高。Marko Kolanovic摩根大通的科拉诺维奇表示，在平静的春天过后，股市似乎准备再次走高。在经历了2020年的戏剧性反弹和今年的强劲开局之后，股市最近几周一直处于中性。标普500指数接近历史高点，但在4200点附近横盘了一个多月。科拉诺维奇过去两年中因在疫情期间及时的市场分析而在华尔街获得了追随者，他在周一给客户的一份报告中表示，市场已准备好突破。报告称：“在过去两个月市场和债券收益率横盘整理之后，可能会出现下一轮走高，周期股有望再次比防守股表现得更好。”尽管一些经济活动指标见顶，但在消费者和资本支出的双重支撑下，下半年经济增长仍将明显高于趋势，市场可能会感到满意。”对股市走高的预测是科拉诺维奇认为的更大风险的一部分。他说，大盘的交易格局似乎与牛市的暂停一致，而不是回调的安排。“我们对风险资产类别的前景仍然乐观，预计股票和大宗商品的回报最高，债券收益率继续走高。这种支持风险的观点是由大流行的持续复苏推动的……全球央行的宽松货币立场，以及股票和大宗商品等风险资产类别的仓位仍低于平均水平，”报告称。科拉诺维奇确实警告称，市场参与者和经济学家似乎低估了今年下半年的通胀风险。他表示，物价上涨和美联储政策变化可能导致利率上升，并影响哪些股票会最终成为赢家。“这表明现在回到科技行业为时过早，但价值和价值导向的行业应该会继续跑赢大盘，”该报告称。科拉诺维奇最近一直看涨，他在5月份曾表示，市场“越来越便宜”，并且1月份淡化了投资者对股市泡沫的担忧。相比科拉诺维奇，还有多头表现得更加激进。前摩根大通首席股票策略师、Fundstrat Global Advisor创始人汤姆•李（Tom Lee）预测，到2038年，标普500指数可能飙升362%，达到19350点。他还认为，“千禧一代”将在未来20年成为美国经济增长最重要的驱动力。他表示：“人口结构决定命运。”随着美国人口最多的一代开始组建家庭并进入收入高峰年，千禧一代对住房和汽车将有强劲预期需求。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126507002,"gmtCreate":1624577790506,"gmtModify":1703840620907,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"China made export to USA?&nbsp;","listText":"China made export to USA?&nbsp;","text":"China made export to USA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126507002","repostId":"1173297432","repostType":4,"repost":{"id":"1173297432","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":1624546848,"share":"https://ttm.financial/m/news/1173297432?lang=en_US&edition=fundamental","pubTime":"2021-06-24 23:00","market":"us","language":"zh","title":"Tesla Gains More Than 5%, Model 3, Model Y May Sell Out in the U.S.","url":"https://stock-news.laohu8.com/highlight/detail?id=1173297432","media":"老虎资讯综合","summary":"特斯拉的第三季度数据可能会相当令人印象深刻。","content":"<p>Market news, the current wait times for deliveries of the Model 3 and Model Y in the U.S. partially hint at<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Demand in the U.S. remains so strong that it could sell out in the third quarter. The estimated delivery date for both models is not until the third quarter of 2021. The Model Y Long Range Dual Motor AWD has an estimated delivery date of September 2021, and the Model 3 Standard Range and Long Range Dual Motor AWD have an estimated delivery date of 11 weeks.</p><p>With the Model S, and even the Model X entering the fray in the third quarter, Tesla's Q3 numbers could be quite impressive. Considering both flagships are high-margin models, Tesla's third-quarter financials could be boosted by the new Model S (and perhaps the new Model X).</p><p>Also according to Electrek data: Tesla models accounted for more than 54% of U.S. EV sales as of May 2021. Additionally, U.S. EV sales reached 53,779 units in May, up 19.2% from April 2021.</p><p>As of press time, Tesla rose by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/4f87da9e5318350fee8df4e0885208cc\" tg-width=\"840\" tg-height=\"470\" 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>Tesla Gains More Than 5%, Model 3, Model Y May Sell Out in the U.S.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTesla Gains More Than 5%, Model 3, Model Y May Sell Out in the U.S.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-24 23:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Market news, the current wait times for deliveries of the Model 3 and Model Y in the U.S. partially hint at<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Demand in the U.S. remains so strong that it could sell out in the third quarter. The estimated delivery date for both models is not until the third quarter of 2021. The Model Y Long Range Dual Motor AWD has an estimated delivery date of September 2021, and the Model 3 Standard Range and Long Range Dual Motor AWD have an estimated delivery date of 11 weeks.</p><p>With the Model S, and even the Model X entering the fray in the third quarter, Tesla's Q3 numbers could be quite impressive. Considering both flagships are high-margin models, Tesla's third-quarter financials could be boosted by the new Model S (and perhaps the new Model X).</p><p>Also according to Electrek data: Tesla models accounted for more than 54% of U.S. EV sales as of May 2021. Additionally, U.S. EV sales reached 53,779 units in May, up 19.2% from April 2021.</p><p>As of press time, Tesla rose by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/4f87da9e5318350fee8df4e0885208cc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173297432","content_text":"市场消息，Model 3和Model Y目前在美国的交付等待时间部分暗示了特斯拉在美国的需求仍非常强劲，以至于可能会在第三季度销售一空。这两款车型的预计交付日期都要到2021年第三季度。Model Y长续航双电机全轮驱动版(Long Range Dual Motor AWD)预计交付日期为2021年9月，Model 3标准续航版和长续航双电机全轮驱动版预计交付日期为11周。\n随着Model S，甚至Model X在第三季度加入竞争，特斯拉的第三季度数据可能会相当令人印象深刻。考虑到这两款旗舰车都是高利润车型，特斯拉第三季度的财务状况可能会因为新款Model S(或许还有新款Model X)而得到提振。\n另据Electrek数据：截至2021年5月，特斯拉车型占美国电动汽车销量的54%以上。 此外，5月份美国电动汽车销量达到53779辆，比2021年4月增长了19.2%。\n截至发稿，特斯拉涨超5%。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944133839,"gmtCreate":1681737985721,"gmtModify":1681737989603,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"Play","listText":"Play","text":"Play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944133839","isVote":1,"tweetType":1,"viewCount":2562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967375945,"gmtCreate":1670281478587,"gmtModify":1676538334128,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967375945","isVote":1,"tweetType":1,"viewCount":3357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965196333,"gmtCreate":1669906403422,"gmtModify":1676538267563,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"Hmmmmm&nbsp;","listText":"Hmmmmm&nbsp;","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965196333","isVote":1,"tweetType":1,"viewCount":2929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962550070,"gmtCreate":1669812209990,"gmtModify":1676538248287,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962550070","isVote":1,"tweetType":1,"viewCount":2450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":668275580,"gmtCreate":1664880774542,"gmtModify":1676537522711,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>","text":"$新东方(EDU)$","images":[{"img":"https://static.tigerbbs.com/9823e0bcd10b9e8dfe576aca586d597d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/668275580","isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":663357208,"gmtCreate":1662982531509,"gmtModify":1676537175638,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/663357208","repostId":"1177034157","repostType":4,"repost":{"id":"1177034157","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":1662429780,"share":"https://ttm.financial/m/news/1177034157?lang=en_US&edition=fundamental","pubTime":"2022-09-06 10:03","market":"sh","language":"zh","title":"Reminder: The Mid-Autumn Festival closure arrangement is here! Hong Kong stocks are closed on the 12th","url":"https://stock-news.laohu8.com/highlight/detail?id=1177034157","media":"老虎资讯综合","summary":"尊敬的投资者：中秋节即将到来，香港市场和A股市场的交易活动将受到影响。请留意股市休市时间，并提前安排好您的投资计划。2022年中秋节假期即将来临！各主要市场休市安排如下：港股：9月12日（周一）休市。9月13日（周二）起照常开市。A股：9月12日（周一）休市。9月13日（周二）起照常开市。美股、澳股、新加坡股市照常交易。沪股通和深股通：9月12日（周一）关闭。9月13日（周二）起照常开通。港股通：9月12日（周一）关闭。9月13日（周二）起照常开通。","content":"<p><html><head></head><body>Dear Investors:</p><p>The Mid-Autumn Festival is coming soon, and the trading activities in the Hong Kong market and the A-share market will be affected. Keep an eye on when the stock market is closed and schedule your investment plans ahead of time.<img src=\"https://static.tigerbbs.com/758b99aa30e7f5db6325729f6fc3205d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/>The 2022 Mid-Autumn Festival Holiday is upon us! The closure arrangements for each of the major markets are as follows:<img src=\"https://static.tigerbbs.com/52f6071f6c4715b10717fe5c1b61b656\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/><b>Hong Kong stocks:</b></p><p>Closed on Monday, September 12th. The market will open as usual from September 13th (Tuesday).</p><p><b>A shares:</b></p><p>Closed on Monday, September 12th. The market will open as usual from September 13th (Tuesday).</p><p><b>US, Australian and Singapore stocks traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed on Monday, September 12. It will be open as usual from Tuesday, September 13th.</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed on Monday, September 12. It will be open as usual from Tuesday, September 13th.<img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>Reminder: The Mid-Autumn Festival closure arrangement is here! Hong Kong stocks are closed on the 12th</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nReminder: The Mid-Autumn Festival closure arrangement is here! Hong Kong stocks are closed on the 12th\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2022-09-06 10:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Dear Investors:</p><p>The Mid-Autumn Festival is coming soon, and the trading activities in the Hong Kong market and the A-share market will be affected. Keep an eye on when the stock market is closed and schedule your investment plans ahead of time.<img src=\"https://static.tigerbbs.com/758b99aa30e7f5db6325729f6fc3205d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/>The 2022 Mid-Autumn Festival Holiday is upon us! The closure arrangements for each of the major markets are as follows:<img src=\"https://static.tigerbbs.com/52f6071f6c4715b10717fe5c1b61b656\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/><b>Hong Kong stocks:</b></p><p>Closed on Monday, September 12th. The market will open as usual from September 13th (Tuesday).</p><p><b>A shares:</b></p><p>Closed on Monday, September 12th. The market will open as usual from September 13th (Tuesday).</p><p><b>US, Australian and Singapore stocks traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed on Monday, September 12. It will be open as usual from Tuesday, September 13th.</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed on Monday, September 12. It will be open as usual from Tuesday, September 13th.<img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{"HSI":"恒生指数",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177034157","content_text":"尊敬的投资者：中秋节即将到来，香港市场和A股市场的交易活动将受到影响。请留意股市休市时间，并提前安排好您的投资计划。2022年中秋节假期即将来临！各主要市场休市安排如下：港股：9月12日（周一）休市。9月13日（周二）起照常开市。A股：9月12日（周一）休市。9月13日（周二）起照常开市。美股、澳股、新加坡股市照常交易。沪股通和深股通：9月12日（周一）关闭。9月13日（周二）起照常开通。港股通：9月12日（周一）关闭。9月13日（周二）起照常开通。","news_type":1,"symbols_score_info":{".DJI":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}