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WCS GROUP
2022-02-01
good try
@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022
WCS GROUP
2021-07-07
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中办、国办发文打击证券违法，有哪些值得关注的点？
WCS GROUP
2021-07-07
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Jefferies Top Growth Stocks to Buy Now May Be Huge Q3 Winners
WCS GROUP
2021-06-27
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券商研报：公司是国内绝对龙头！公司回应：我真不是！
Go to Tiger App to see more news
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Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中办、国办发文打击证券违法，有哪些值得关注的点？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 11:33 北京时间 <a href=https://wallstreetcn.com/articles/3634773><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年7月6日，中共中央办公厅、国务院办公厅印发了《关于依法从严打击证券违法活动的意见》（以下简称《意见》），旨在进一步推动资本市场高质量发展，依法从严打击证券违法活动。\n《意见》核心焦点大致可概括为：\n1、确立清晰的时间表，2022年执法司法体制和协调配合机制初步建立，2025年良好资本市场生态全面形成。\n2、加强跨境监管合作，加强中概股监管。完善数据安全、涉密信息管理。\n3、完善全方位追责...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634773\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4221df7681795866b6838f1108206d0e","relate_stocks":{"JD":"京东","00700":"腾讯控股","PDD":"拼多多","BABA":"阿里巴巴","DIDI":"滴滴(已退市)","BIDU":"百度","09618":"京东集团-SW","09888":"百度集团-SW","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3634773","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1111161373","content_text":"2021年7月6日，中共中央办公厅、国务院办公厅印发了《关于依法从严打击证券违法活动的意见》（以下简称《意见》），旨在进一步推动资本市场高质量发展，依法从严打击证券违法活动。\n《意见》核心焦点大致可概括为：\n1、确立清晰的时间表，2022年执法司法体制和协调配合机制初步建立，2025年良好资本市场生态全面形成。\n2、加强跨境监管合作，加强中概股监管。完善数据安全、涉密信息管理。\n3、完善全方位追责体系，强化退市等市场约束；加强执法合作，重点关注大案要案、非法证券活动、债券市场、私募市场四大领域等。\n值得一提的是，《意见》是资本市场历史上第一次以中办、国办名义联合印发打击证券违法活动的专门文件，是当前和今后一个时期全方位加强和改进证券监管执法工作的行动纲领，意义重大、影响深远。\n几个要点，券商进行了集中点评：\n1、关于查配资、控制杠杆\n文件提出，要加强场外配资监测，依法坚决打击规模化、体系化场外配资活动。严格核查证券投资资金来源合法性，严控杠杆率。\n广发证券认为，当前A股场内杠杆明显低于“警示红线”，更与15年距离尚远；重提“配资监管”会阶段性冲击风险偏好，但贴现率下行驱动金融供给侧慢牛的逻辑并未破坏。\n中信证券认为，近年来证监会始终保持对非法场外配资的高压打击态度，本次文件在措辞上与此前并无本质差异。2016年以来非法场外配资规模已持续萎缩，而正规的融资业务并不受打击。但近期部分中小市值公司的炒作或受情绪冲击。\n开源证券认为，从历史数据指示，战术上没有恐慌的必要。\n历史数据看，类似政策对市场影响并不稳定：2020年7月8日至7月11日，证监会、银保监以及金融委先后发声严查场外配资，严查乱加杠杆和投机炒作行为，要求全面落实对资本市场违法犯罪行为“零容忍”要求，期间上证整体维持高位震荡，7月14至7月16日整体下跌6.77%；2021年3月12日，网上流传《个人贷款提前收回告知函》，经营贷、消费贷流入楼市、股市将成为监管打击的方向，而在随后3月15日，上证指数整体下跌0.96%，此后市场基本见底。\n2、关于数据安全、涉密信息管理\n文件提出完善数据安全和跨境流动法规，以对等原则深化跨境审计监管合作，做好中概股公司风险及突发情况应对，修改国务院关于股份有限公司境外募集股份及上市的特别规定等。\n广发证券认为，相比20年4月瑞幸事件证监会先公开谴责后公告严打财务造假、SEC加大中概股审查力度，本次监管“零容忍”措施更为严厉，中概股互联网公司面临“反垄断+数字安全+SEC审查收紧”，三重监管风险将进一步提升。整体上说就是数字安全”重要性提升，中概股跨境监管升级。\n3、关于强化退市\n文件提出要强化市场约束机制，推进退市制度改革，强化退市监管，严格执行强制退市制度，研究完善已退市公司的监管和风险处置制度，健全上市公司优胜劣汰的良性循环机制。\n中信证券认为，对于退市监管，鉴于连续亏损和市值等退市标准过渡期的存在，2021年的退市率上升或与执法力度加强密切相关，2022年后被动退市率或提升至2%以上，优胜劣汰将明显加速。\n总体上来看，中信证券认为，该文件层级较高，影响偏中长期，需通过持续的制度建设和细则落地，来实现净化市场环境的目标。\n广发证券认为，监管升级短期冲击风险偏好，但中长期有利于资本市场健康发展。\n开源证券认为，文件对于市场潜在流动性的冲击——该来的其实已经来了，未必会更差，但更长期的估值问题面临拐点。\n申万宏源认为，该文件是长期资本市场制度建设的一部分，新增加内容涉及中概股加强监管，与近期一些公司可能有关系，但是总体还是一个长期制度建设完善；金融反腐，涉及一些新内容。至于担心政策转向之类，就是杞人忧天了，稳中求进的稳字请大家继续深刻理解。","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140156219,"gmtCreate":1625640569631,"gmtModify":1703745459865,"author":{"id":"4087719268207070","authorId":"4087719268207070","name":"WCS GROUP","avatar":"https://static.tigerbbs.com/87d5cbd8c921c5d3e2a5c42c62767e15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087719268207070","authorIdStr":"4087719268207070"},"themes":[],"htmlText":"Like me please ","listText":"Like me please ","text":"Like me please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/140156219","repostId":"1163143630","repostType":4,"repost":{"id":"1163143630","kind":"news","pubTimestamp":1625629159,"share":"https://ttm.financial/m/news/1163143630?lang=&edition=fundamental","pubTime":"2021-07-07 11:39","market":"us","language":"en","title":"Jefferies Top Growth Stocks to Buy Now May Be Huge Q3 Winners","url":"https://stock-news.laohu8.com/highlight/detail?id=1163143630","media":"24/7 wall street","summary":"The third quarter and the second half of 2021 are upon us, and with second-quarter earnings ready to explode onto the scene next week, it makes sense for investors to adjust portfolios in anticipation of the potential for some outstanding results. With last Friday’s solid jobs report coming in better than expected, in tandem with a country that is rapidly returning to work and normal, the economy is expected to surge the rest of the summer.e screened the Jefferies top growth stocks to buy this w","content":"<p>The third quarter and the second half of 2021 are upon us, and with second-quarter earnings ready to explode onto the scene next week, it makes sense for investors to adjust portfolios in anticipation of the potential for some outstanding results. With last Friday’s solid jobs report coming in better than expected, in tandem with a country that is rapidly returning to work and normal, the economy is expected to surge the rest of the summer.</p>\n<p>e screened the Jefferies top growth stocks to buy this week for ideas that fit into this very positive narrative and found three that look like outstanding growth ideas for most investors. With the first two weeks of July historically the best of the year, it makes sense to add growth stocks now that have the best potential upside.</p>\n<p>It is important to remember though that no single analyst report should be used as a sole basis for any buying or selling decision.</p>\n<p><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></p>\n<p>The search giant continues to expand and was the G in the FANG stocks before changing its name in 2015. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> Inc. (NASDAQ: GOOGL) is a global technology company focused on key areas such as search, advertising, operating systems and platforms, and enterprise and hardware products. The company generates revenue primarily by delivering online advertising and by selling apps and content on Google Play, as well as hardware products. <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> provides its products and services in more than 100 languages and in 190 countries, regions and territories.</p>\n<p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> offers performance and brand advertising services. It operates through Google and Other Bets segments. The Google segment includes principal internet products, such as search, ads, commerce, Maps, YouTube, Apps, Cloud, Android, Chrome and Google Play, as well as technical infrastructure and newer efforts, such as virtual reality.</p>\n<p>Analysts point to Google Cloud, which is the largest cloud infrastructure play and engages in more technology, infrastructure research and development in headcount and dollars than any other company does. That gives it the strength and wherewithal to compete with and differentiate itself from Amazon’s AWS and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>’s Azure.</p>\n<p>The Jefferies report noted this:</p>\n<blockquote>\n We hosted an expert whose firm generates 60-70% of revenues from YouTube advertising. We highlighted that ad spend for the expert in the second quarter is up >130% year-over-year while the third quarter is shaping up to be much bigger than expected. We forecast YouTube ad revs up 64% in the second quarter, up from 49% in the first quarter. Further, we noted that ad budgets for 2021 have finally firmed up and we see a shift away from linear TV into digital channels as a big driver. Additionally, we pointed out that the high opt-out rates among iOS users has made the audience less attractive and the expert has seen budgets on FB ads shift to the majority being Android devices instead of iOS due to better targetability. We continue to view Alphabet as a top large-cap pick.\n</blockquote>\n<p>The Jefferies price target for the stock is $2,850. The Wall Street consensus target is $2,750.07. The stock closed Friday trading at $2,505.15.</p>\n<p><a href=\"https://laohu8.com/S/COST\">Costco</a></p>\n<p>This has become the ultimate destination for the <a href=\"https://laohu8.com/S/AFG\">American</a> consumer regardless of the economy, and it stands to have a massive summer selling season. <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale Corp. (NASDAQ: COST) has a unique business model. It operates membership warehouses, and it buys the majority of its merchandise directly from manufacturers, essentially cutting out the middleman. Costco sells in bulk but also at a lower price, thus fueling its rapid growth. With consumers having more free cash to spend as gasoline prices have dropped, this major retailer may continue to see large revenue gains.</p>\n<p>Costco remains <a href=\"https://laohu8.com/S/AONE\">one</a> of the few conventional retailers where metrics like store traffic, market share gains and a validated model could bode well for international growth and expansion. The company is largely unharmed by e-commerce, and it continues to add stores in strategically mapped out locations.</p>\n<p>Wall Street loves the company’s pricing authority on key items and the leading merchandising offerings, and the relatively new Costco co-branded card with <a href=\"https://laohu8.com/S/V\">Visa</a> is a real positive. Add in the company’s growing online presence and the future looks bright. The analysts said this:</p>\n<blockquote>\n We took a deeper look into our May 2021 club consumer survey at company and cohort-specific levels, as well as broader industry trends. Additionally, we recently spoke with the management teams of BJ’s Costco and Walmart. Our takeaways include: 1) the pandemic is driving higher engagement/spend across cohorts; 2) we view increasing gen merch/services as key to extending spending; 3) omni-channel efforts vary by retailer and the consumer is still deciding; and 4) more and bigger streamlining tech is coming.\n</blockquote>\n<p>Costco shareholders receive a 0.80% dividend. Jefferies has a $445 price target, and the consensus target is $408.41. The shares closed on Friday at $398.94.</p>\n<p>This has long been a Wall Street favorite, and it continues to deliver solid results. <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc. (NASDAQ: PYPL) operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants worldwide.</p>\n<p>The company enables businesses of various sizes to accept payments from merchant websites, mobile devices and applications, as well as at offline retail locations through a range of payment solutions across its payments platform, including PayPal, PayPal Credit, Venmo and Braintree products.</p>\n<p>PayPal’s platform allows customers to pay and be paid, withdraw funds to their bank accounts and hold balances in their PayPal accounts in various currencies.</p>\n<p>Jefferies is very positive on the company:</p>\n<blockquote>\n On August 2nd, pricing for PayPal Checkout, Pay With Venmo, Pay in 4, and PayPal Credit will increase to 3.49% + $0.49 for US small- to mid-sized businesses (SMB) merchants, up from 2.9% +$0.30 currently. We estimate 6-7% of total payment volume is US SMB branded volume and will be affected by the price increase. Meanwhile, volume-based pricing on “unbranded” volume will be lowered to 2.59% (from 2.90%) in a move we believe is aimed at Stripe. We believe the impact is baked into the fiscal year 2021 guide, but estimate the price hikes adding ~3% of top-line growth in fiscal year 2022 and 2023. As a result, we took our estimates through 2023 slightly higher, but assume management reinvests a portion of the pricing tailwind back into the business.\n</blockquote>\n<p>The $340 Jefferies price target compares with the $314.04 consensus target and Friday’s closing share price of $290.24.</p>\n<p>These three companies are dominant in their respective business silos and poised not only to post solid second-quarter results, but each has very promising runaways for the rest of 2021 and beyond. Growth stock investors with long-term time horizons may want to consider buying shares now.</p>","source":"lsy1620372341666","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>Jefferies Top Growth Stocks to Buy Now May Be Huge Q3 Winners</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\">\nJefferies Top Growth Stocks to Buy Now May Be Huge Q3 Winners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 11:39 GMT+8 <a href=https://247wallst.com/investing/2021/07/06/jefferies-top-growth-stocks-to-buy-now-may-be-huge-q3-winners/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The third quarter and the second half of 2021 are upon us, and with second-quarter earnings ready to explode onto the scene next week, it makes sense for investors to adjust portfolios in anticipation...</p>\n\n<a href=\"https://247wallst.com/investing/2021/07/06/jefferies-top-growth-stocks-to-buy-now-may-be-huge-q3-winners/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","COST":"好市多","PYPL":"PayPal"},"source_url":"https://247wallst.com/investing/2021/07/06/jefferies-top-growth-stocks-to-buy-now-may-be-huge-q3-winners/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163143630","content_text":"The third quarter and the second half of 2021 are upon us, and with second-quarter earnings ready to explode onto the scene next week, it makes sense for investors to adjust portfolios in anticipation of the potential for some outstanding results. With last Friday’s solid jobs report coming in better than expected, in tandem with a country that is rapidly returning to work and normal, the economy is expected to surge the rest of the summer.\ne screened the Jefferies top growth stocks to buy this week for ideas that fit into this very positive narrative and found three that look like outstanding growth ideas for most investors. With the first two weeks of July historically the best of the year, it makes sense to add growth stocks now that have the best potential upside.\nIt is important to remember though that no single analyst report should be used as a sole basis for any buying or selling decision.\nAlphabet\nThe search giant continues to expand and was the G in the FANG stocks before changing its name in 2015. Alphabet Inc. (NASDAQ: GOOGL) is a global technology company focused on key areas such as search, advertising, operating systems and platforms, and enterprise and hardware products. The company generates revenue primarily by delivering online advertising and by selling apps and content on Google Play, as well as hardware products. Alphabet provides its products and services in more than 100 languages and in 190 countries, regions and territories.\nAlphabet offers performance and brand advertising services. It operates through Google and Other Bets segments. The Google segment includes principal internet products, such as search, ads, commerce, Maps, YouTube, Apps, Cloud, Android, Chrome and Google Play, as well as technical infrastructure and newer efforts, such as virtual reality.\nAnalysts point to Google Cloud, which is the largest cloud infrastructure play and engages in more technology, infrastructure research and development in headcount and dollars than any other company does. That gives it the strength and wherewithal to compete with and differentiate itself from Amazon’s AWS and Microsoft’s Azure.\nThe Jefferies report noted this:\n\n We hosted an expert whose firm generates 60-70% of revenues from YouTube advertising. We highlighted that ad spend for the expert in the second quarter is up >130% year-over-year while the third quarter is shaping up to be much bigger than expected. We forecast YouTube ad revs up 64% in the second quarter, up from 49% in the first quarter. Further, we noted that ad budgets for 2021 have finally firmed up and we see a shift away from linear TV into digital channels as a big driver. Additionally, we pointed out that the high opt-out rates among iOS users has made the audience less attractive and the expert has seen budgets on FB ads shift to the majority being Android devices instead of iOS due to better targetability. We continue to view Alphabet as a top large-cap pick.\n\nThe Jefferies price target for the stock is $2,850. The Wall Street consensus target is $2,750.07. The stock closed Friday trading at $2,505.15.\nCostco\nThis has become the ultimate destination for the American consumer regardless of the economy, and it stands to have a massive summer selling season. Costco Wholesale Corp. (NASDAQ: COST) has a unique business model. It operates membership warehouses, and it buys the majority of its merchandise directly from manufacturers, essentially cutting out the middleman. Costco sells in bulk but also at a lower price, thus fueling its rapid growth. With consumers having more free cash to spend as gasoline prices have dropped, this major retailer may continue to see large revenue gains.\nCostco remains one of the few conventional retailers where metrics like store traffic, market share gains and a validated model could bode well for international growth and expansion. The company is largely unharmed by e-commerce, and it continues to add stores in strategically mapped out locations.\nWall Street loves the company’s pricing authority on key items and the leading merchandising offerings, and the relatively new Costco co-branded card with Visa is a real positive. Add in the company’s growing online presence and the future looks bright. The analysts said this:\n\n We took a deeper look into our May 2021 club consumer survey at company and cohort-specific levels, as well as broader industry trends. Additionally, we recently spoke with the management teams of BJ’s Costco and Walmart. Our takeaways include: 1) the pandemic is driving higher engagement/spend across cohorts; 2) we view increasing gen merch/services as key to extending spending; 3) omni-channel efforts vary by retailer and the consumer is still deciding; and 4) more and bigger streamlining tech is coming.\n\nCostco shareholders receive a 0.80% dividend. Jefferies has a $445 price target, and the consensus target is $408.41. The shares closed on Friday at $398.94.\nThis has long been a Wall Street favorite, and it continues to deliver solid results. PayPal Holdings Inc. (NASDAQ: PYPL) operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants worldwide.\nThe company enables businesses of various sizes to accept payments from merchant websites, mobile devices and applications, as well as at offline retail locations through a range of payment solutions across its payments platform, including PayPal, PayPal Credit, Venmo and Braintree products.\nPayPal’s platform allows customers to pay and be paid, withdraw funds to their bank accounts and hold balances in their PayPal accounts in various currencies.\nJefferies is very positive on the company:\n\n On August 2nd, pricing for PayPal Checkout, Pay With Venmo, Pay in 4, and PayPal Credit will increase to 3.49% + $0.49 for US small- to mid-sized businesses (SMB) merchants, up from 2.9% +$0.30 currently. We estimate 6-7% of total payment volume is US SMB branded volume and will be affected by the price increase. Meanwhile, volume-based pricing on “unbranded” volume will be lowered to 2.59% (from 2.90%) in a move we believe is aimed at Stripe. We believe the impact is baked into the fiscal year 2021 guide, but estimate the price hikes adding ~3% of top-line growth in fiscal year 2022 and 2023. As a result, we took our estimates through 2023 slightly higher, but assume management reinvests a portion of the pricing tailwind back into the business.\n\nThe $340 Jefferies price target compares with the $314.04 consensus target and Friday’s closing share price of $290.24.\nThese three companies are dominant in their respective business silos and poised not only to post solid second-quarter results, but each has very promising runaways for the rest of 2021 and beyond. Growth stock investors with long-term time horizons may want to consider buying shares now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124357894,"gmtCreate":1624748838618,"gmtModify":1703844275718,"author":{"id":"4087719268207070","authorId":"4087719268207070","name":"WCS GROUP","avatar":"https://static.tigerbbs.com/87d5cbd8c921c5d3e2a5c42c62767e15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087719268207070","authorIdStr":"4087719268207070"},"themes":[],"htmlText":"Like me please","listText":"Like me please","text":"Like me please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124357894","repostId":"1130236052","repostType":4,"repost":{"id":"1130236052","kind":"news","pubTimestamp":1624688929,"share":"https://ttm.financial/m/news/1130236052?lang=&edition=fundamental","pubTime":"2021-06-26 14:28","market":"sh","language":"zh","title":"券商研报：公司是国内绝对龙头！公司回应：我真不是！","url":"https://stock-news.laohu8.com/highlight/detail?id=1130236052","media":"中国证券报","summary":"近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深","content":"<div>\n<p>近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web Link</a>\n\n</div>\n","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>券商研报：公司是国内绝对龙头！公司回应：我真不是！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n券商研报：公司是国内绝对龙头！公司回应：我真不是！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 14:28 北京时间 <a href=https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"300977":"深圳瑞捷"},"source_url":"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130236052","content_text":"近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价突然异动，当天上涨15.90%。就在部分券商上周末（6月19日-6月20日）发布其深度研报后，深圳瑞捷本周一（6月21日）开盘涨停。\n因连续大涨，深交所曾于21日盘后对深圳瑞捷下发《关注函》。\n\n来源：公告\n多家券商研报中提及“国内绝对龙头”\n华西证券建筑建材团队在6月19日的研报中称：“深圳瑞捷是第三方工程评估国内绝对龙头，目前已与百强地产中的73家地产商建立合作关系，业务范围涵盖500余个城市，过去5年收入复合年增长率49%。上市后公司有望通过北京、上海、成都、武汉运营基地的建设，加速全国化进程，进一步增强业务拓展和竞争力。未来5年净利润或有4倍以上成长空间，有望成为未来第三方工程服务的白马企业。”\n\n来源：华西证券\n华西证券给出的目标价为116.37元，按研报出具时股价55.40元计算，预期涨幅达110.05%。\n长江证券建筑研究团队随后也在研报中称，“公司是国内绝对龙头（第二名人员规模仅为其41%），不同于工程监理、工程设计等传统建筑工程管理服务业务，第三方工程评估行业2010 年方才诞生，既没有法定资质或许可要求，也尚未形成地域分割、过度竞争的行业格局，客户在选择评估供应商时，主要从过往业绩及成功案例、业内口碑与评价等方面加以筛选，这就使得该领域具备明显的品牌效应。公司合作对象包含前100 地产商中的73 家，超过75%订单通过客户直接委托获得（而非招投标），且该比例逐年提升，彰显品牌优势绝对领先并不断得到强化。”\n上述研报均给予深圳瑞捷买入评级。深圳瑞捷曾在21日盘后发布股票交易异常波动公告称“部分研究报告对公司业绩预测仅代表分析师个人观点，敬请广大投资者理性投资，注意风险。”\n上市公司赶忙澄清\nWind数据显示，深圳瑞捷在6月18日至6月23日期间累计涨幅达46.42%，而后24日、25日经历两连跌。\n交易所于21日盘后发出关注函，要求其核实并说明前述报道的数据来源，相关报道是否准确，如否，需对前述报道作出澄清，并说明是否存在应披露未披露事项。\n24日晚间，深圳瑞捷回复称，“公司是第三方工程评估国内绝对龙头”相关报道不准确，并澄清称“公司是国内较早从事建筑工程质量与安全风险第三方评估咨询业务的市场主体之一，且具有一定先发优势。”\n\n来源：公司公告\n关于股价短期内涨幅较大的原因，深圳瑞捷在公告中自称可能是因为“公司上市已超两个月，属于次新股企业，随着时间的推移，投资者逐步关注到公司，并对公司所处的细分行业存在持续看好而买入的可能。”\n券商研报还需严谨\n深圳瑞捷并非唯一一家近期公开澄清券商研报内容的上市公司。\n随着A股市场持续回暖，成交量屡破万亿，涨停的上市公司数量也随之增多，部分券商研报有意无意起到了一定推波助澜的作用。\n当月再次收获三连板后，上海贝岭6月21日盘后在股票交易异常波动公告中称，“公司关注到近期部分证券公司发布的研究报告中对公司未来的营业收入、利润水平、每股收益、股价和市盈率等指标进行了预测。公司在此提示：上述预测为第三方预测，未经公司确认，相关信息以公司公告为准。”\n2020年，沪硅产业在科创板上市初期股价大涨，曾发布公告表示“公司上市以来未接受投资机构及证券公司调研，部分研究报告对公司业绩预测与公司历史业绩情况差异较大，对公司股价预计的依据不足，为其单方面预测，未经公司确认，相关信息以公司公告为准。”\n业内人士认为，研报不能哗众取宠，更不可刻意误导，作为从业者的证券分析师应主动担负社会责任。号称“最严券业研报规范及分析师准则”的自律规定出台后，以往饱受投资者诟病的研报夸张描述、画饼式业绩预测等乱象均得到了较大程度的改善。\n证券业协会于2020年5月底发布了《发布证券研究报告执业规范(修订稿)》和《证券分析师执业行为准则(修订稿)》两份行业自律规则，分别对分析师研报质量、新媒体管理、外聘专家、廉洁从业、考评独立性、保密制度及适用规范等七大方面做出修订。","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":140156219,"gmtCreate":1625640569631,"gmtModify":1703745459865,"author":{"id":"4087719268207070","authorId":"4087719268207070","name":"WCS GROUP","avatar":"https://static.tigerbbs.com/87d5cbd8c921c5d3e2a5c42c62767e15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087719268207070","authorIdStr":"4087719268207070"},"themes":[],"htmlText":"Like me please ","listText":"Like me please ","text":"Like me please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/140156219","repostId":"1163143630","repostType":4,"repost":{"id":"1163143630","kind":"news","pubTimestamp":1625629159,"share":"https://ttm.financial/m/news/1163143630?lang=&edition=fundamental","pubTime":"2021-07-07 11:39","market":"us","language":"en","title":"Jefferies Top Growth Stocks to Buy Now May Be Huge Q3 Winners","url":"https://stock-news.laohu8.com/highlight/detail?id=1163143630","media":"24/7 wall street","summary":"The third quarter and the second half of 2021 are upon us, and with second-quarter earnings ready to explode onto the scene next week, it makes sense for investors to adjust portfolios in anticipation of the potential for some outstanding results. With last Friday’s solid jobs report coming in better than expected, in tandem with a country that is rapidly returning to work and normal, the economy is expected to surge the rest of the summer.e screened the Jefferies top growth stocks to buy this w","content":"<p>The third quarter and the second half of 2021 are upon us, and with second-quarter earnings ready to explode onto the scene next week, it makes sense for investors to adjust portfolios in anticipation of the potential for some outstanding results. With last Friday’s solid jobs report coming in better than expected, in tandem with a country that is rapidly returning to work and normal, the economy is expected to surge the rest of the summer.</p>\n<p>e screened the Jefferies top growth stocks to buy this week for ideas that fit into this very positive narrative and found three that look like outstanding growth ideas for most investors. With the first two weeks of July historically the best of the year, it makes sense to add growth stocks now that have the best potential upside.</p>\n<p>It is important to remember though that no single analyst report should be used as a sole basis for any buying or selling decision.</p>\n<p><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></p>\n<p>The search giant continues to expand and was the G in the FANG stocks before changing its name in 2015. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> Inc. (NASDAQ: GOOGL) is a global technology company focused on key areas such as search, advertising, operating systems and platforms, and enterprise and hardware products. The company generates revenue primarily by delivering online advertising and by selling apps and content on Google Play, as well as hardware products. <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> provides its products and services in more than 100 languages and in 190 countries, regions and territories.</p>\n<p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> offers performance and brand advertising services. It operates through Google and Other Bets segments. The Google segment includes principal internet products, such as search, ads, commerce, Maps, YouTube, Apps, Cloud, Android, Chrome and Google Play, as well as technical infrastructure and newer efforts, such as virtual reality.</p>\n<p>Analysts point to Google Cloud, which is the largest cloud infrastructure play and engages in more technology, infrastructure research and development in headcount and dollars than any other company does. That gives it the strength and wherewithal to compete with and differentiate itself from Amazon’s AWS and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>’s Azure.</p>\n<p>The Jefferies report noted this:</p>\n<blockquote>\n We hosted an expert whose firm generates 60-70% of revenues from YouTube advertising. We highlighted that ad spend for the expert in the second quarter is up >130% year-over-year while the third quarter is shaping up to be much bigger than expected. We forecast YouTube ad revs up 64% in the second quarter, up from 49% in the first quarter. Further, we noted that ad budgets for 2021 have finally firmed up and we see a shift away from linear TV into digital channels as a big driver. Additionally, we pointed out that the high opt-out rates among iOS users has made the audience less attractive and the expert has seen budgets on FB ads shift to the majority being Android devices instead of iOS due to better targetability. We continue to view Alphabet as a top large-cap pick.\n</blockquote>\n<p>The Jefferies price target for the stock is $2,850. The Wall Street consensus target is $2,750.07. The stock closed Friday trading at $2,505.15.</p>\n<p><a href=\"https://laohu8.com/S/COST\">Costco</a></p>\n<p>This has become the ultimate destination for the <a href=\"https://laohu8.com/S/AFG\">American</a> consumer regardless of the economy, and it stands to have a massive summer selling season. <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale Corp. (NASDAQ: COST) has a unique business model. It operates membership warehouses, and it buys the majority of its merchandise directly from manufacturers, essentially cutting out the middleman. Costco sells in bulk but also at a lower price, thus fueling its rapid growth. With consumers having more free cash to spend as gasoline prices have dropped, this major retailer may continue to see large revenue gains.</p>\n<p>Costco remains <a href=\"https://laohu8.com/S/AONE\">one</a> of the few conventional retailers where metrics like store traffic, market share gains and a validated model could bode well for international growth and expansion. The company is largely unharmed by e-commerce, and it continues to add stores in strategically mapped out locations.</p>\n<p>Wall Street loves the company’s pricing authority on key items and the leading merchandising offerings, and the relatively new Costco co-branded card with <a href=\"https://laohu8.com/S/V\">Visa</a> is a real positive. Add in the company’s growing online presence and the future looks bright. The analysts said this:</p>\n<blockquote>\n We took a deeper look into our May 2021 club consumer survey at company and cohort-specific levels, as well as broader industry trends. Additionally, we recently spoke with the management teams of BJ’s Costco and Walmart. Our takeaways include: 1) the pandemic is driving higher engagement/spend across cohorts; 2) we view increasing gen merch/services as key to extending spending; 3) omni-channel efforts vary by retailer and the consumer is still deciding; and 4) more and bigger streamlining tech is coming.\n</blockquote>\n<p>Costco shareholders receive a 0.80% dividend. Jefferies has a $445 price target, and the consensus target is $408.41. The shares closed on Friday at $398.94.</p>\n<p>This has long been a Wall Street favorite, and it continues to deliver solid results. <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc. (NASDAQ: PYPL) operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants worldwide.</p>\n<p>The company enables businesses of various sizes to accept payments from merchant websites, mobile devices and applications, as well as at offline retail locations through a range of payment solutions across its payments platform, including PayPal, PayPal Credit, Venmo and Braintree products.</p>\n<p>PayPal’s platform allows customers to pay and be paid, withdraw funds to their bank accounts and hold balances in their PayPal accounts in various currencies.</p>\n<p>Jefferies is very positive on the company:</p>\n<blockquote>\n On August 2nd, pricing for PayPal Checkout, Pay With Venmo, Pay in 4, and PayPal Credit will increase to 3.49% + $0.49 for US small- to mid-sized businesses (SMB) merchants, up from 2.9% +$0.30 currently. We estimate 6-7% of total payment volume is US SMB branded volume and will be affected by the price increase. Meanwhile, volume-based pricing on “unbranded” volume will be lowered to 2.59% (from 2.90%) in a move we believe is aimed at Stripe. We believe the impact is baked into the fiscal year 2021 guide, but estimate the price hikes adding ~3% of top-line growth in fiscal year 2022 and 2023. As a result, we took our estimates through 2023 slightly higher, but assume management reinvests a portion of the pricing tailwind back into the business.\n</blockquote>\n<p>The $340 Jefferies price target compares with the $314.04 consensus target and Friday’s closing share price of $290.24.</p>\n<p>These three companies are dominant in their respective business silos and poised not only to post solid second-quarter results, but each has very promising runaways for the rest of 2021 and beyond. Growth stock investors with long-term time horizons may want to consider buying shares now.</p>","source":"lsy1620372341666","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>Jefferies Top Growth Stocks to Buy Now May Be Huge Q3 Winners</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\">\nJefferies Top Growth Stocks to Buy Now May Be Huge Q3 Winners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 11:39 GMT+8 <a href=https://247wallst.com/investing/2021/07/06/jefferies-top-growth-stocks-to-buy-now-may-be-huge-q3-winners/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The third quarter and the second half of 2021 are upon us, and with second-quarter earnings ready to explode onto the scene next week, it makes sense for investors to adjust portfolios in anticipation...</p>\n\n<a href=\"https://247wallst.com/investing/2021/07/06/jefferies-top-growth-stocks-to-buy-now-may-be-huge-q3-winners/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","COST":"好市多","PYPL":"PayPal"},"source_url":"https://247wallst.com/investing/2021/07/06/jefferies-top-growth-stocks-to-buy-now-may-be-huge-q3-winners/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163143630","content_text":"The third quarter and the second half of 2021 are upon us, and with second-quarter earnings ready to explode onto the scene next week, it makes sense for investors to adjust portfolios in anticipation of the potential for some outstanding results. With last Friday’s solid jobs report coming in better than expected, in tandem with a country that is rapidly returning to work and normal, the economy is expected to surge the rest of the summer.\ne screened the Jefferies top growth stocks to buy this week for ideas that fit into this very positive narrative and found three that look like outstanding growth ideas for most investors. With the first two weeks of July historically the best of the year, it makes sense to add growth stocks now that have the best potential upside.\nIt is important to remember though that no single analyst report should be used as a sole basis for any buying or selling decision.\nAlphabet\nThe search giant continues to expand and was the G in the FANG stocks before changing its name in 2015. Alphabet Inc. (NASDAQ: GOOGL) is a global technology company focused on key areas such as search, advertising, operating systems and platforms, and enterprise and hardware products. The company generates revenue primarily by delivering online advertising and by selling apps and content on Google Play, as well as hardware products. Alphabet provides its products and services in more than 100 languages and in 190 countries, regions and territories.\nAlphabet offers performance and brand advertising services. It operates through Google and Other Bets segments. The Google segment includes principal internet products, such as search, ads, commerce, Maps, YouTube, Apps, Cloud, Android, Chrome and Google Play, as well as technical infrastructure and newer efforts, such as virtual reality.\nAnalysts point to Google Cloud, which is the largest cloud infrastructure play and engages in more technology, infrastructure research and development in headcount and dollars than any other company does. That gives it the strength and wherewithal to compete with and differentiate itself from Amazon’s AWS and Microsoft’s Azure.\nThe Jefferies report noted this:\n\n We hosted an expert whose firm generates 60-70% of revenues from YouTube advertising. We highlighted that ad spend for the expert in the second quarter is up >130% year-over-year while the third quarter is shaping up to be much bigger than expected. We forecast YouTube ad revs up 64% in the second quarter, up from 49% in the first quarter. Further, we noted that ad budgets for 2021 have finally firmed up and we see a shift away from linear TV into digital channels as a big driver. Additionally, we pointed out that the high opt-out rates among iOS users has made the audience less attractive and the expert has seen budgets on FB ads shift to the majority being Android devices instead of iOS due to better targetability. We continue to view Alphabet as a top large-cap pick.\n\nThe Jefferies price target for the stock is $2,850. The Wall Street consensus target is $2,750.07. The stock closed Friday trading at $2,505.15.\nCostco\nThis has become the ultimate destination for the American consumer regardless of the economy, and it stands to have a massive summer selling season. Costco Wholesale Corp. (NASDAQ: COST) has a unique business model. It operates membership warehouses, and it buys the majority of its merchandise directly from manufacturers, essentially cutting out the middleman. Costco sells in bulk but also at a lower price, thus fueling its rapid growth. With consumers having more free cash to spend as gasoline prices have dropped, this major retailer may continue to see large revenue gains.\nCostco remains one of the few conventional retailers where metrics like store traffic, market share gains and a validated model could bode well for international growth and expansion. The company is largely unharmed by e-commerce, and it continues to add stores in strategically mapped out locations.\nWall Street loves the company’s pricing authority on key items and the leading merchandising offerings, and the relatively new Costco co-branded card with Visa is a real positive. Add in the company’s growing online presence and the future looks bright. The analysts said this:\n\n We took a deeper look into our May 2021 club consumer survey at company and cohort-specific levels, as well as broader industry trends. Additionally, we recently spoke with the management teams of BJ’s Costco and Walmart. Our takeaways include: 1) the pandemic is driving higher engagement/spend across cohorts; 2) we view increasing gen merch/services as key to extending spending; 3) omni-channel efforts vary by retailer and the consumer is still deciding; and 4) more and bigger streamlining tech is coming.\n\nCostco shareholders receive a 0.80% dividend. Jefferies has a $445 price target, and the consensus target is $408.41. The shares closed on Friday at $398.94.\nThis has long been a Wall Street favorite, and it continues to deliver solid results. PayPal Holdings Inc. (NASDAQ: PYPL) operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants worldwide.\nThe company enables businesses of various sizes to accept payments from merchant websites, mobile devices and applications, as well as at offline retail locations through a range of payment solutions across its payments platform, including PayPal, PayPal Credit, Venmo and Braintree products.\nPayPal’s platform allows customers to pay and be paid, withdraw funds to their bank accounts and hold balances in their PayPal accounts in various currencies.\nJefferies is very positive on the company:\n\n On August 2nd, pricing for PayPal Checkout, Pay With Venmo, Pay in 4, and PayPal Credit will increase to 3.49% + $0.49 for US small- to mid-sized businesses (SMB) merchants, up from 2.9% +$0.30 currently. We estimate 6-7% of total payment volume is US SMB branded volume and will be affected by the price increase. Meanwhile, volume-based pricing on “unbranded” volume will be lowered to 2.59% (from 2.90%) in a move we believe is aimed at Stripe. We believe the impact is baked into the fiscal year 2021 guide, but estimate the price hikes adding ~3% of top-line growth in fiscal year 2022 and 2023. As a result, we took our estimates through 2023 slightly higher, but assume management reinvests a portion of the pricing tailwind back into the business.\n\nThe $340 Jefferies price target compares with the $314.04 consensus target and Friday’s closing share price of $290.24.\nThese three companies are dominant in their respective business silos and poised not only to post solid second-quarter results, but each has very promising runaways for the rest of 2021 and beyond. Growth stock investors with long-term time horizons may want to consider buying shares now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093277949,"gmtCreate":1643650526505,"gmtModify":1676533840337,"author":{"id":"4087719268207070","authorId":"4087719268207070","name":"WCS GROUP","avatar":"https://static.tigerbbs.com/87d5cbd8c921c5d3e2a5c42c62767e15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087719268207070","authorIdStr":"4087719268207070"},"themes":[],"htmlText":"good try","listText":"good try","text":"good try","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093277949","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140149285,"gmtCreate":1625641207747,"gmtModify":1703745468935,"author":{"id":"4087719268207070","authorId":"4087719268207070","name":"WCS GROUP","avatar":"https://static.tigerbbs.com/87d5cbd8c921c5d3e2a5c42c62767e15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087719268207070","authorIdStr":"4087719268207070"},"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/140149285","repostId":"1111161373","repostType":4,"repost":{"id":"1111161373","kind":"news","pubTimestamp":1625628826,"share":"https://ttm.financial/m/news/1111161373?lang=&edition=fundamental","pubTime":"2021-07-07 11:33","market":"hk","language":"zh","title":"中办、国办发文打击证券违法，有哪些值得关注的点？","url":"https://stock-news.laohu8.com/highlight/detail?id=1111161373","media":"华尔街见闻","summary":"2021年7月6日，中共中央办公厅、国务院办公厅印发了《关于依法从严打击证券违法活动的意见》（以下简称《意见》），旨在进一步推动资本市场高质量发展，依法从严打击证券违法活动。\n《意见》核心焦点大致可概","content":"<p>2021年7月6日，中共中央办公厅、国务院办公厅印发了《关于依法从严打击证券违法活动的意见》（以下简称《意见》），旨在进一步推动资本市场高质量发展，依法从严打击证券违法活动。</p>\n<p>《意见》核心焦点大致可概括为：</p>\n<p>1、确立清晰的时间表，2022年执法司法体制和协调配合机制初步建立，2025年良好资本市场生态全面形成。</p>\n<p>2、加强跨境监管合作，加强中概股监管。完善数据安全、涉密信息管理。</p>\n<p>3、完善全方位追责体系，强化退市等市场约束；加强执法合作，重点关注大案要案、非法证券活动、债券市场、私募市场四大领域等。</p>\n<p>值得一提的是，《意见》是资本市场历史上第一次以中办、国办名义联合印发打击证券违法活动的专门文件，是当前和今后一个时期全方位加强和改进证券监管执法工作的行动纲领，意义重大、影响深远。</p>\n<p>几个要点，券商进行了集中点评：</p>\n<p><b>1、关于查配资、控制杠杆</b></p>\n<p>文件提出，要加强场外配资监测，依法坚决打击规模化、体系化场外配资活动。严格核查证券投资资金来源合法性，严控杠杆率。</p>\n<p>广发证券认为，当前A股场内杠杆明显低于“警示红线”，更与15年距离尚远；重提“配资监管”会阶段性冲击风险偏好，但贴现率下行驱动金融供给侧慢牛的逻辑并未破坏。</p>\n<p>中信证券认为，近年来证监会始终保持对非法场外配资的高压打击态度，本次文件在措辞上与此前并无本质差异。2016年以来非法场外配资规模已持续萎缩，而正规的融资业务并不受打击。但近期部分中小市值公司的炒作或受情绪冲击。</p>\n<p>开源证券认为，从历史数据指示，战术上没有恐慌的必要。</p>\n<p>历史数据看，类似政策对市场影响并不稳定：2020年7月8日至7月11日，证监会、银保监以及金融委先后发声严查场外配资，严查乱加杠杆和投机炒作行为，要求全面落实对资本市场违法犯罪行为“零容忍”要求，期间上证整体维持高位震荡，7月14至7月16日整体下跌6.77%；2021年3月12日，网上流传《个人贷款提前收回告知函》，经营贷、消费贷流入楼市、股市将成为监管打击的方向，而在随后3月15日，上证指数整体下跌0.96%，此后市场基本见底。</p>\n<p><b>2、关于数据安全、涉密信息管理</b></p>\n<p>文件提出完善数据安全和跨境流动法规，以对等原则深化跨境审计监管合作，做好中概股公司风险及突发情况应对，修改国务院关于股份有限公司境外募集股份及上市的特别规定等。</p>\n<p>广发证券认为，相比20年4月瑞幸事件证监会先公开谴责后公告严打财务造假、SEC加大中概股审查力度，本次监管“零容忍”措施更为严厉，中概股互联网公司面临“反垄断+数字安全+SEC审查收紧”，三重监管风险将进一步提升。整体上说就是数字安全”重要性提升，中概股跨境监管升级。</p>\n<p><b>3、关于强化退市</b></p>\n<p>文件提出要强化市场约束机制，推进退市制度改革，强化退市监管，严格执行强制退市制度，研究完善已退市公司的监管和风险处置制度，健全上市公司优胜劣汰的良性循环机制。</p>\n<p>中信证券认为，对于退市监管，鉴于连续亏损和市值等退市标准过渡期的存在，2021年的退市率上升或与执法力度加强密切相关，2022年后被动退市率或提升至2%以上，优胜劣汰将明显加速。</p>\n<p><b>总体上来看，</b>中信证券认为，该文件层级较高，影响偏中长期，需通过持续的制度建设和细则落地，来实现净化市场环境的目标。</p>\n<p>广发证券认为，监管升级短期冲击风险偏好，但中长期有利于资本市场健康发展。</p>\n<p>开源证券认为，文件对于市场潜在流动性的冲击——该来的其实已经来了，未必会更差，但更长期的估值问题面临拐点。</p>\n<p>申万宏源认为，该文件是长期资本市场制度建设的一部分，新增加内容涉及中概股加强监管，与近期一些公司可能有关系，但是总体还是一个长期制度建设完善；金融反腐，涉及一些新内容。至于担心政策转向之类，就是杞人忧天了，稳中求进的稳字请大家继续深刻理解。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中办、国办发文打击证券违法，有哪些值得关注的点？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中办、国办发文打击证券违法，有哪些值得关注的点？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 11:33 北京时间 <a href=https://wallstreetcn.com/articles/3634773><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年7月6日，中共中央办公厅、国务院办公厅印发了《关于依法从严打击证券违法活动的意见》（以下简称《意见》），旨在进一步推动资本市场高质量发展，依法从严打击证券违法活动。\n《意见》核心焦点大致可概括为：\n1、确立清晰的时间表，2022年执法司法体制和协调配合机制初步建立，2025年良好资本市场生态全面形成。\n2、加强跨境监管合作，加强中概股监管。完善数据安全、涉密信息管理。\n3、完善全方位追责...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634773\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4221df7681795866b6838f1108206d0e","relate_stocks":{"JD":"京东","00700":"腾讯控股","PDD":"拼多多","BABA":"阿里巴巴","DIDI":"滴滴(已退市)","BIDU":"百度","09618":"京东集团-SW","09888":"百度集团-SW","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3634773","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1111161373","content_text":"2021年7月6日，中共中央办公厅、国务院办公厅印发了《关于依法从严打击证券违法活动的意见》（以下简称《意见》），旨在进一步推动资本市场高质量发展，依法从严打击证券违法活动。\n《意见》核心焦点大致可概括为：\n1、确立清晰的时间表，2022年执法司法体制和协调配合机制初步建立，2025年良好资本市场生态全面形成。\n2、加强跨境监管合作，加强中概股监管。完善数据安全、涉密信息管理。\n3、完善全方位追责体系，强化退市等市场约束；加强执法合作，重点关注大案要案、非法证券活动、债券市场、私募市场四大领域等。\n值得一提的是，《意见》是资本市场历史上第一次以中办、国办名义联合印发打击证券违法活动的专门文件，是当前和今后一个时期全方位加强和改进证券监管执法工作的行动纲领，意义重大、影响深远。\n几个要点，券商进行了集中点评：\n1、关于查配资、控制杠杆\n文件提出，要加强场外配资监测，依法坚决打击规模化、体系化场外配资活动。严格核查证券投资资金来源合法性，严控杠杆率。\n广发证券认为，当前A股场内杠杆明显低于“警示红线”，更与15年距离尚远；重提“配资监管”会阶段性冲击风险偏好，但贴现率下行驱动金融供给侧慢牛的逻辑并未破坏。\n中信证券认为，近年来证监会始终保持对非法场外配资的高压打击态度，本次文件在措辞上与此前并无本质差异。2016年以来非法场外配资规模已持续萎缩，而正规的融资业务并不受打击。但近期部分中小市值公司的炒作或受情绪冲击。\n开源证券认为，从历史数据指示，战术上没有恐慌的必要。\n历史数据看，类似政策对市场影响并不稳定：2020年7月8日至7月11日，证监会、银保监以及金融委先后发声严查场外配资，严查乱加杠杆和投机炒作行为，要求全面落实对资本市场违法犯罪行为“零容忍”要求，期间上证整体维持高位震荡，7月14至7月16日整体下跌6.77%；2021年3月12日，网上流传《个人贷款提前收回告知函》，经营贷、消费贷流入楼市、股市将成为监管打击的方向，而在随后3月15日，上证指数整体下跌0.96%，此后市场基本见底。\n2、关于数据安全、涉密信息管理\n文件提出完善数据安全和跨境流动法规，以对等原则深化跨境审计监管合作，做好中概股公司风险及突发情况应对，修改国务院关于股份有限公司境外募集股份及上市的特别规定等。\n广发证券认为，相比20年4月瑞幸事件证监会先公开谴责后公告严打财务造假、SEC加大中概股审查力度，本次监管“零容忍”措施更为严厉，中概股互联网公司面临“反垄断+数字安全+SEC审查收紧”，三重监管风险将进一步提升。整体上说就是数字安全”重要性提升，中概股跨境监管升级。\n3、关于强化退市\n文件提出要强化市场约束机制，推进退市制度改革，强化退市监管，严格执行强制退市制度，研究完善已退市公司的监管和风险处置制度，健全上市公司优胜劣汰的良性循环机制。\n中信证券认为，对于退市监管，鉴于连续亏损和市值等退市标准过渡期的存在，2021年的退市率上升或与执法力度加强密切相关，2022年后被动退市率或提升至2%以上，优胜劣汰将明显加速。\n总体上来看，中信证券认为，该文件层级较高，影响偏中长期，需通过持续的制度建设和细则落地，来实现净化市场环境的目标。\n广发证券认为，监管升级短期冲击风险偏好，但中长期有利于资本市场健康发展。\n开源证券认为，文件对于市场潜在流动性的冲击——该来的其实已经来了，未必会更差，但更长期的估值问题面临拐点。\n申万宏源认为，该文件是长期资本市场制度建设的一部分，新增加内容涉及中概股加强监管，与近期一些公司可能有关系，但是总体还是一个长期制度建设完善；金融反腐，涉及一些新内容。至于担心政策转向之类，就是杞人忧天了，稳中求进的稳字请大家继续深刻理解。","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124357894,"gmtCreate":1624748838618,"gmtModify":1703844275718,"author":{"id":"4087719268207070","authorId":"4087719268207070","name":"WCS GROUP","avatar":"https://static.tigerbbs.com/87d5cbd8c921c5d3e2a5c42c62767e15","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087719268207070","authorIdStr":"4087719268207070"},"themes":[],"htmlText":"Like me please","listText":"Like me please","text":"Like me please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124357894","repostId":"1130236052","repostType":4,"repost":{"id":"1130236052","kind":"news","pubTimestamp":1624688929,"share":"https://ttm.financial/m/news/1130236052?lang=&edition=fundamental","pubTime":"2021-06-26 14:28","market":"sh","language":"zh","title":"券商研报：公司是国内绝对龙头！公司回应：我真不是！","url":"https://stock-news.laohu8.com/highlight/detail?id=1130236052","media":"中国证券报","summary":"近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深","content":"<div>\n<p>近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web Link</a>\n\n</div>\n","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n券商研报：公司是国内绝对龙头！公司回应：我真不是！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 14:28 北京时间 <a href=https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"300977":"深圳瑞捷"},"source_url":"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130236052","content_text":"近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价突然异动，当天上涨15.90%。就在部分券商上周末（6月19日-6月20日）发布其深度研报后，深圳瑞捷本周一（6月21日）开盘涨停。\n因连续大涨，深交所曾于21日盘后对深圳瑞捷下发《关注函》。\n\n来源：公告\n多家券商研报中提及“国内绝对龙头”\n华西证券建筑建材团队在6月19日的研报中称：“深圳瑞捷是第三方工程评估国内绝对龙头，目前已与百强地产中的73家地产商建立合作关系，业务范围涵盖500余个城市，过去5年收入复合年增长率49%。上市后公司有望通过北京、上海、成都、武汉运营基地的建设，加速全国化进程，进一步增强业务拓展和竞争力。未来5年净利润或有4倍以上成长空间，有望成为未来第三方工程服务的白马企业。”\n\n来源：华西证券\n华西证券给出的目标价为116.37元，按研报出具时股价55.40元计算，预期涨幅达110.05%。\n长江证券建筑研究团队随后也在研报中称，“公司是国内绝对龙头（第二名人员规模仅为其41%），不同于工程监理、工程设计等传统建筑工程管理服务业务，第三方工程评估行业2010 年方才诞生，既没有法定资质或许可要求，也尚未形成地域分割、过度竞争的行业格局，客户在选择评估供应商时，主要从过往业绩及成功案例、业内口碑与评价等方面加以筛选，这就使得该领域具备明显的品牌效应。公司合作对象包含前100 地产商中的73 家，超过75%订单通过客户直接委托获得（而非招投标），且该比例逐年提升，彰显品牌优势绝对领先并不断得到强化。”\n上述研报均给予深圳瑞捷买入评级。深圳瑞捷曾在21日盘后发布股票交易异常波动公告称“部分研究报告对公司业绩预测仅代表分析师个人观点，敬请广大投资者理性投资，注意风险。”\n上市公司赶忙澄清\nWind数据显示，深圳瑞捷在6月18日至6月23日期间累计涨幅达46.42%，而后24日、25日经历两连跌。\n交易所于21日盘后发出关注函，要求其核实并说明前述报道的数据来源，相关报道是否准确，如否，需对前述报道作出澄清，并说明是否存在应披露未披露事项。\n24日晚间，深圳瑞捷回复称，“公司是第三方工程评估国内绝对龙头”相关报道不准确，并澄清称“公司是国内较早从事建筑工程质量与安全风险第三方评估咨询业务的市场主体之一，且具有一定先发优势。”\n\n来源：公司公告\n关于股价短期内涨幅较大的原因，深圳瑞捷在公告中自称可能是因为“公司上市已超两个月，属于次新股企业，随着时间的推移，投资者逐步关注到公司，并对公司所处的细分行业存在持续看好而买入的可能。”\n券商研报还需严谨\n深圳瑞捷并非唯一一家近期公开澄清券商研报内容的上市公司。\n随着A股市场持续回暖，成交量屡破万亿，涨停的上市公司数量也随之增多，部分券商研报有意无意起到了一定推波助澜的作用。\n当月再次收获三连板后，上海贝岭6月21日盘后在股票交易异常波动公告中称，“公司关注到近期部分证券公司发布的研究报告中对公司未来的营业收入、利润水平、每股收益、股价和市盈率等指标进行了预测。公司在此提示：上述预测为第三方预测，未经公司确认，相关信息以公司公告为准。”\n2020年，沪硅产业在科创板上市初期股价大涨，曾发布公告表示“公司上市以来未接受投资机构及证券公司调研，部分研究报告对公司业绩预测与公司历史业绩情况差异较大，对公司股价预计的依据不足，为其单方面预测，未经公司确认，相关信息以公司公告为准。”\n业内人士认为，研报不能哗众取宠，更不可刻意误导，作为从业者的证券分析师应主动担负社会责任。号称“最严券业研报规范及分析师准则”的自律规定出台后，以往饱受投资者诟病的研报夸张描述、画饼式业绩预测等乱象均得到了较大程度的改善。\n证券业协会于2020年5月底发布了《发布证券研究报告执业规范(修订稿)》和《证券分析师执业行为准则(修订稿)》两份行业自律规则，分别对分析师研报质量、新媒体管理、外聘专家、廉洁从业、考评独立性、保密制度及适用规范等七大方面做出修订。","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
