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打脸美联储？俄罗斯央行：通胀将持续

2021-07-13

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2021-07-13

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2021-06-28

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09:33","market":"us","language":"zh","title":"打脸美联储？俄罗斯央行：通胀将持续","url":"https://stock-news.laohu8.com/highlight/detail?id=2156166552","media":"华尔街见闻","summary":"俄罗斯央行行长警告称，通胀将成为俄罗斯的长期现象，暗示央行可能会维持强硬的货币政策立场。这与美联储的观点形成鲜明的对比，后者淡化通胀风险，称通胀上行只是疫情复苏导致的“短暂飙升”。俄罗斯央行行长Elvira Nabiullina表示，食品价格的大幅上涨“动摇了”俄罗斯普通民众的通胀预期。总统普京此前在经济问题会议上指出，美联储才是俄罗斯通胀上行的“元凶”。","content":"<p>俄罗斯央行行长警告称，通胀将成为俄罗斯的长期现象，暗示央行可能会维持强硬的货币政策立场。这与美联储的观点形成鲜明的对比，后者淡化通胀风险，称通胀上行只是疫情复苏导致的“短暂飙升”。</p>\n<p>俄罗斯央行行长Elvira Nabiullina表示，<b>食品价格的大幅上涨“动摇了”俄罗斯普通民众的通胀预期</b>。调查显示，俄罗斯民众预计该国通胀率将达到13.4%左右，是央行预期年度增幅的两倍以上。</p>\n<p>通胀预期持续上行带来的风险是，普通民众囤积商品抗通胀的行为将在现实中进一步推高商品价格。通胀预期的上行还可能引发企业员工提高工资的要求和部分商品“先发制人”的价格上涨。</p>\n<p>为应对通胀问题，俄罗斯央行采取了比美联储和其他国家更强硬的立场，自今年3月份以来已四次加息。</p>\n<p>自2013年以来，俄罗斯经济长期低迷，实际收入下降11%，七分之一的人生活在贫困线以下。<b>许多俄罗斯民众担心该国将回到苏联解体后的高通胀时期。</b></p>\n<p>俄罗斯政府也高度关注通胀问题。</p>\n<p>总统普京此前在经济问题会议上指出，<b>美联储才是俄罗斯通胀上行的“元凶”。</b>其表示，美国连续两年财政赤字占到国内生产总值（GDP）的15%，只有通过印钞才能消除赤字。考虑到美国经济对全球的重要性和美元作为最热门储备货币的重要性，这无疑会影响整个世界经济。”</p>","source":"wallstreetcn_api","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>打脸美联储？俄罗斯央行：通胀将持续</title>\n<style 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}\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\">\n打脸美联储？俄罗斯央行：通胀将持续\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 09:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636821><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>俄罗斯央行行长警告称，通胀将成为俄罗斯的长期现象，暗示央行可能会维持强硬的货币政策立场。这与美联储的观点形成鲜明的对比，后者淡化通胀风险，称通胀上行只是疫情复苏导致的“短暂飙升”。\n俄罗斯央行行长Elvira Nabiullina表示，食品价格的大幅上涨“动摇了”俄罗斯普通民众的通胀预期。调查显示，俄罗斯民众预计该国通胀率将达到13.4%左右，是央行预期年度增幅的两倍以上。\n通胀预期持续上行带来的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636821\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QQQ":"纳指100ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","DJX":"1/100道琼斯","DOG":"道指反向ETF","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","QID":"纳指两倍做空ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SPY":"标普500ETF",".DJI":"道琼斯","SH":"标普500反向ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","OEX":"标普100","IVV":"标普500指数ETF","PSQ":"纳指反向ETF","DDM":"道指两倍做多ETF"},"source_url":"https://wallstreetcn.com/articles/3636821","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156166552","content_text":"俄罗斯央行行长警告称，通胀将成为俄罗斯的长期现象，暗示央行可能会维持强硬的货币政策立场。这与美联储的观点形成鲜明的对比，后者淡化通胀风险，称通胀上行只是疫情复苏导致的“短暂飙升”。\n俄罗斯央行行长Elvira Nabiullina表示，食品价格的大幅上涨“动摇了”俄罗斯普通民众的通胀预期。调查显示，俄罗斯民众预计该国通胀率将达到13.4%左右，是央行预期年度增幅的两倍以上。\n通胀预期持续上行带来的风险是，普通民众囤积商品抗通胀的行为将在现实中进一步推高商品价格。通胀预期的上行还可能引发企业员工提高工资的要求和部分商品“先发制人”的价格上涨。\n为应对通胀问题，俄罗斯央行采取了比美联储和其他国家更强硬的立场，自今年3月份以来已四次加息。\n自2013年以来，俄罗斯经济长期低迷，实际收入下降11%，七分之一的人生活在贫困线以下。许多俄罗斯民众担心该国将回到苏联解体后的高通胀时期。\n俄罗斯政府也高度关注通胀问题。\n总统普京此前在经济问题会议上指出，美联储才是俄罗斯通胀上行的“元凶”。其表示，美国连续两年财政赤字占到国内生产总值（GDP）的15%，只有通过印钞才能消除赤字。考虑到美国经济对全球的重要性和美元作为最热门储备货币的重要性，这无疑会影响整个世界经济。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142991902,"gmtCreate":1626111487406,"gmtModify":1703753657853,"author":{"id":"4087970936024030","authorId":"4087970936024030","name":"klh3822","avatar":"https://community-static.tradeup.com/news/ccd82088e5158ada1cf85189bc1e6ac9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4087970936024030","authorIdStr":"4087970936024030"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142991902","repostId":"2150673539","repostType":4,"repost":{"id":"2150673539","pubTimestamp":1626103594,"share":"https://ttm.financial/m/news/2150673539?lang=&edition=fundamental","pubTime":"2021-07-12 23:26","market":"us","language":"zh","title":"伯恩斯坦：科技未来5年强劲增长，增持FAAMG股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2150673539","media":"智通财经","summary":"智通财经APP获悉，伯恩斯坦分析师Toni Sacconaghi发布研究报告表示，2021年上半年，科技股转向价值股的趋势更为明显。 该分析师表示，同等权重下，最便宜的科技股的表现比最贵的股票高出24","content":"<p>智通财经APP获悉，伯恩斯坦分析师Toni Sacconaghi发布研究报告表示，2021年上半年，科技股转向价值股的趋势更为明显。 该分析师表示，同等权重下，最便宜的科技股的表现比最贵的股票高出24%，而按市值加权计算则高出15%。</p>\n<p>计算机硬件是最好的细分行业，但需要注意的是，6月份的增长表现优于其他行业。</p>\n<p>今年下半年，Sacconaghi建议投资者增持FAAMG股票，包括:<a href=\"https://laohu8.com/S/FB\">Facebook</a>(FB.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet(GOOG.US)。</p>\n<p>“FAAMG占科技公司总市值的50%左右(2000年为10%)，定位是关键，”Sacconaghi表示。 “自2013年以来，FAAMG股票的整体市盈率首次低于科技股平均市盈率，但增长预期仍高于整体科技股。 ”</p>\n<p>伯恩斯坦基本面分析师予亚马逊、Facebook、Alphabet和微软“跑赢大盘”评级。 Sacconaghi补充道，“我们注意到谷歌和Facebook的市盈率都比当前整体科技股的市盈率低25%。”</p>\n<p><img src=\"https://static.tigerbbs.com/d4048d8e2d186be8afd30ac386acfefd\" tg-width=\"965\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p>\n<p>总的来说，伯恩斯坦看好整个科技板块。</p>\n<p>“一方面，科技股估值仍接近 20 年高位，预计2021年和2022年科技股的盈利增长将与大盘持平或低于大盘，且科技股面临更高的税率上调风险。不过，科技行业未来5年的预期增长将继续非常强劲，科技行业拥有最高的质量排名、最高的投资回报率和第二高的自由现金流利润率，与历史相比，科技公司内部的拥挤程度仍然很低。”</p>\n<p>他还建议减持价格昂贵、质量分数低的科技股。</p>\n<p>Sacconaghi表示:“人们对最昂贵的前20%的科技股抱有很高的期望，这些股票平均市销率为15.9倍，其中98%的股票是无利可图的。” “我们最担心的是增长放缓或质量分数较低的公司，这些公司目前集中于中小盘软件和互联网产品公司，我们鼓励投资者考虑有选择地减少风险敞口。”</p>\n<p>中国的BAT股票，即<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU.US)、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)和<a href=\"https://laohu8.com/S/00700\">腾讯</a>处于12个月低点。</p>\n<p>以下是伯恩斯坦列出的股票得分表：</p>\n<p><img src=\"https://static.tigerbbs.com/e61d292ca1a62e42d5511878bd070291\" tg-width=\"792\" tg-height=\"759\" referrerpolicy=\"no-referrer\"></p>","source":"stock_zhitongcaijing","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>伯恩斯坦：科技未来5年强劲增长，增持FAAMG股票</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n伯恩斯坦：科技未来5年强劲增长，增持FAAMG股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 23:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/512392.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，伯恩斯坦分析师Toni Sacconaghi发布研究报告表示，2021年上半年，科技股转向价值股的趋势更为明显。 该分析师表示，同等权重下，最便宜的科技股的表现比最贵的股票高出24%，而按市值加权计算则高出15%。\n计算机硬件是最好的细分行业，但需要注意的是，6月份的增长表现优于其他行业。\n今年下半年，Sacconaghi建议投资者增持FAAMG股票，包括:Facebook(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/512392.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2749b306a30dc5b6e5d14499791ee3bb","relate_stocks":{"AAPL":"苹果","GOOGL":"谷歌A","MSFT":"微软","AMZN":"亚马逊"},"source_url":"http://www.zhitongcaijing.com/content/detail/512392.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150673539","content_text":"智通财经APP获悉，伯恩斯坦分析师Toni Sacconaghi发布研究报告表示，2021年上半年，科技股转向价值股的趋势更为明显。 该分析师表示，同等权重下，最便宜的科技股的表现比最贵的股票高出24%，而按市值加权计算则高出15%。\n计算机硬件是最好的细分行业，但需要注意的是，6月份的增长表现优于其他行业。\n今年下半年，Sacconaghi建议投资者增持FAAMG股票，包括:Facebook(FB.US)、苹果(AAPL.US)、亚马逊(AMZN.US)、微软(MSFT.US)和谷歌母公司Alphabet(GOOG.US)。\n“FAAMG占科技公司总市值的50%左右(2000年为10%)，定位是关键，”Sacconaghi表示。 “自2013年以来，FAAMG股票的整体市盈率首次低于科技股平均市盈率，但增长预期仍高于整体科技股。 ”\n伯恩斯坦基本面分析师予亚马逊、Facebook、Alphabet和微软“跑赢大盘”评级。 Sacconaghi补充道，“我们注意到谷歌和Facebook的市盈率都比当前整体科技股的市盈率低25%。”\n\n总的来说，伯恩斯坦看好整个科技板块。\n“一方面，科技股估值仍接近 20 年高位，预计2021年和2022年科技股的盈利增长将与大盘持平或低于大盘，且科技股面临更高的税率上调风险。不过，科技行业未来5年的预期增长将继续非常强劲，科技行业拥有最高的质量排名、最高的投资回报率和第二高的自由现金流利润率，与历史相比，科技公司内部的拥挤程度仍然很低。”\n他还建议减持价格昂贵、质量分数低的科技股。\nSacconaghi表示:“人们对最昂贵的前20%的科技股抱有很高的期望，这些股票平均市销率为15.9倍，其中98%的股票是无利可图的。” “我们最担心的是增长放缓或质量分数较低的公司，这些公司目前集中于中小盘软件和互联网产品公司，我们鼓励投资者考虑有选择地减少风险敞口。”\n中国的BAT股票，即百度(BIDU.US)、阿里巴巴(BABA.US)和腾讯处于12个月低点。\n以下是伯恩斯坦列出的股票得分表：","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142993764,"gmtCreate":1626111445558,"gmtModify":1703753657519,"author":{"id":"4087970936024030","authorId":"4087970936024030","name":"klh3822","avatar":"https://community-static.tradeup.com/news/ccd82088e5158ada1cf85189bc1e6ac9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4087970936024030","authorIdStr":"4087970936024030"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/142993764","repostId":"1193473555","repostType":4,"repost":{"id":"1193473555","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":1626102457,"share":"https://ttm.financial/m/news/1193473555?lang=&edition=fundamental","pubTime":"2021-07-12 23:07","market":"sh","language":"zh","title":"光伏太阳能板块走强，阳光动力涨超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193473555","media":"老虎资讯综合","summary":"周一盘中，光伏太阳能概念股走强，阳光动力涨超11%，晶科能源涨超7%，阿特斯太阳能涨超5%，Sunrun涨超3%，第一太阳能涨近3%，Sunpower、Sunnova涨超2%，大全新能源、Enphas","content":"<p>周一盘中，光伏<a href=\"https://laohu8.com/S/000591\">太阳能</a>概念股走强，<a href=\"https://laohu8.com/S/SPI\">阳光动力</a>涨超11%，<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨超7%，<a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>涨超5%，Sunrun涨超3%，<a href=\"https://laohu8.com/S/FSLR\">第一太阳能</a>涨近3%，Sunpower、Sunnova涨超2%，<a href=\"https://laohu8.com/S/DQ\">大全新能源</a>、<a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>涨超1%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3a8783435f71876858f1ebc4ced4e65\" tg-width=\"358\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>此前阳光动力宣布旗下子公司SolarJuice Co.， Ltd.在澳大利亚的串式逆变器销量超过2GW(吉瓦)，成为澳大利亚首个实现这一销售数量的太阳能分销商。</p>\n<p>7月8日，美国能源信息署(EIA)发布报告称，正值美国加速转向可再生能源之际，该国太阳能发电量正在大规模增长，将在2022年首次超过风能发电量。EIA的短期能源展望显示，到2022年，风能和太阳能发电量占美国总发电量的比重，将从2020年的11%上升至15%。EIA还预测，到2022年，太阳能发电装机量将增加170亿瓦特，而风能发电装机量仅会增加60亿瓦特。彭博今年早些时候预计，2021至2030年，全美公共事业规模的太阳能装机总容量将达到2040亿瓦特，小规模光伏发电装机容量将增加830亿瓦特，合计2870亿瓦特；相比之下，未来十年间风力发电量将仅增加1150亿瓦特，不到光伏发电量的一半。</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>光伏太阳能板块走强，阳光动力涨超11%</title>\n<style 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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光伏太阳能板块走强，阳光动力涨超11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-12 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一盘中，光伏<a href=\"https://laohu8.com/S/000591\">太阳能</a>概念股走强，<a href=\"https://laohu8.com/S/SPI\">阳光动力</a>涨超11%，<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨超7%，<a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>涨超5%，Sunrun涨超3%，<a href=\"https://laohu8.com/S/FSLR\">第一太阳能</a>涨近3%，Sunpower、Sunnova涨超2%，<a href=\"https://laohu8.com/S/DQ\">大全新能源</a>、<a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>涨超1%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3a8783435f71876858f1ebc4ced4e65\" tg-width=\"358\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>此前阳光动力宣布旗下子公司SolarJuice Co.， Ltd.在澳大利亚的串式逆变器销量超过2GW(吉瓦)，成为澳大利亚首个实现这一销售数量的太阳能分销商。</p>\n<p>7月8日，美国能源信息署(EIA)发布报告称，正值美国加速转向可再生能源之际，该国太阳能发电量正在大规模增长，将在2022年首次超过风能发电量。EIA的短期能源展望显示，到2022年，风能和太阳能发电量占美国总发电量的比重，将从2020年的11%上升至15%。EIA还预测，到2022年，太阳能发电装机量将增加170亿瓦特，而风能发电装机量仅会增加60亿瓦特。彭博今年早些时候预计，2021至2030年，全美公共事业规模的太阳能装机总容量将达到2040亿瓦特，小规模光伏发电装机容量将增加830亿瓦特，合计2870亿瓦特；相比之下，未来十年间风力发电量将仅增加1150亿瓦特，不到光伏发电量的一半。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/029c89a7ae9aba7301db383cb70a2ccb","relate_stocks":{"FSLR":"第一太阳能","ENPH":"Enphase Energy","SPI":"阳光动力","DQ":"大全新能源","CSIQ":"阿特斯太阳能","RUN":"Sunrun Inc.","JKS":"晶科能源","SPWR":"SunPower","NOVA":"Sunnova Energy International Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193473555","content_text":"周一盘中，光伏太阳能概念股走强，阳光动力涨超11%，晶科能源涨超7%，阿特斯太阳能涨超5%，Sunrun涨超3%，第一太阳能涨近3%，Sunpower、Sunnova涨超2%，大全新能源、Enphase Energy涨超1%。\n\n此前阳光动力宣布旗下子公司SolarJuice Co.， Ltd.在澳大利亚的串式逆变器销量超过2GW(吉瓦)，成为澳大利亚首个实现这一销售数量的太阳能分销商。\n7月8日，美国能源信息署(EIA)发布报告称，正值美国加速转向可再生能源之际，该国太阳能发电量正在大规模增长，将在2022年首次超过风能发电量。EIA的短期能源展望显示，到2022年，风能和太阳能发电量占美国总发电量的比重，将从2020年的11%上升至15%。EIA还预测，到2022年，太阳能发电装机量将增加170亿瓦特，而风能发电装机量仅会增加60亿瓦特。彭博今年早些时候预计，2021至2030年，全美公共事业规模的太阳能装机总容量将达到2040亿瓦特，小规模光伏发电装机容量将增加830亿瓦特，合计2870亿瓦特；相比之下，未来十年间风力发电量将仅增加1150亿瓦特，不到光伏发电量的一半。","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142999331,"gmtCreate":1626111118224,"gmtModify":1703753654531,"author":{"id":"4087970936024030","authorId":"4087970936024030","name":"klh3822","avatar":"https://community-static.tradeup.com/news/ccd82088e5158ada1cf85189bc1e6ac9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4087970936024030","authorIdStr":"4087970936024030"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[{"img":"https://static.tigerbbs.com/70df3f37194c5ec5e7150ab159d1c270","width":"1080","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142999331","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150995066,"gmtCreate":1624880425655,"gmtModify":1703846875116,"author":{"id":"4087970936024030","authorId":"4087970936024030","name":"klh3822","avatar":"https://community-static.tradeup.com/news/ccd82088e5158ada1cf85189bc1e6ac9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4087970936024030","authorIdStr":"4087970936024030"},"themes":[],"htmlText":"Free apple share！","listText":"Free apple share！","text":"Free apple share！","images":[{"img":"https://static.tigerbbs.com/bb182ff3eddad61b06c5311f9626b012","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150995066","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9941570753,"gmtCreate":1680494606773,"gmtModify":1680494611224,"author":{"id":"4087970936024030","authorId":"4087970936024030","name":"klh3822","avatar":"https://community-static.tradeup.com/news/ccd82088e5158ada1cf85189bc1e6ac9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4087970936024030","authorIdStr":"4087970936024030"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G13.SI\">$云顶新加坡(G13.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/G13.SI\">$云顶新加坡(G13.SI)$&nbsp;</a>","text":"$云顶新加坡(G13.SI)$","images":[{"img":"https://community-static.tradeup.com/news/d25d1b26843915f176e9ae55b8cc012b","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9941570753","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":142993764,"gmtCreate":1626111445558,"gmtModify":1703753657519,"author":{"id":"4087970936024030","authorId":"4087970936024030","name":"klh3822","avatar":"https://community-static.tradeup.com/news/ccd82088e5158ada1cf85189bc1e6ac9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4087970936024030","authorIdStr":"4087970936024030"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/142993764","repostId":"1193473555","repostType":4,"repost":{"id":"1193473555","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":1626102457,"share":"https://ttm.financial/m/news/1193473555?lang=&edition=fundamental","pubTime":"2021-07-12 23:07","market":"sh","language":"zh","title":"光伏太阳能板块走强，阳光动力涨超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193473555","media":"老虎资讯综合","summary":"周一盘中，光伏太阳能概念股走强，阳光动力涨超11%，晶科能源涨超7%，阿特斯太阳能涨超5%，Sunrun涨超3%，第一太阳能涨近3%，Sunpower、Sunnova涨超2%，大全新能源、Enphas","content":"<p>周一盘中，光伏<a href=\"https://laohu8.com/S/000591\">太阳能</a>概念股走强，<a href=\"https://laohu8.com/S/SPI\">阳光动力</a>涨超11%，<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨超7%，<a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>涨超5%，Sunrun涨超3%，<a href=\"https://laohu8.com/S/FSLR\">第一太阳能</a>涨近3%，Sunpower、Sunnova涨超2%，<a href=\"https://laohu8.com/S/DQ\">大全新能源</a>、<a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>涨超1%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3a8783435f71876858f1ebc4ced4e65\" tg-width=\"358\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>此前阳光动力宣布旗下子公司SolarJuice Co.， Ltd.在澳大利亚的串式逆变器销量超过2GW(吉瓦)，成为澳大利亚首个实现这一销售数量的太阳能分销商。</p>\n<p>7月8日，美国能源信息署(EIA)发布报告称，正值美国加速转向可再生能源之际，该国太阳能发电量正在大规模增长，将在2022年首次超过风能发电量。EIA的短期能源展望显示，到2022年，风能和太阳能发电量占美国总发电量的比重，将从2020年的11%上升至15%。EIA还预测，到2022年，太阳能发电装机量将增加170亿瓦特，而风能发电装机量仅会增加60亿瓦特。彭博今年早些时候预计，2021至2030年，全美公共事业规模的太阳能装机总容量将达到2040亿瓦特，小规模光伏发电装机容量将增加830亿瓦特，合计2870亿瓦特；相比之下，未来十年间风力发电量将仅增加1150亿瓦特，不到光伏发电量的一半。</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>光伏太阳能板块走强，阳光动力涨超11%</title>\n<style 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}\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\">\n光伏太阳能板块走强，阳光动力涨超11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-12 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一盘中，光伏<a href=\"https://laohu8.com/S/000591\">太阳能</a>概念股走强，<a href=\"https://laohu8.com/S/SPI\">阳光动力</a>涨超11%，<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨超7%，<a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>涨超5%，Sunrun涨超3%，<a href=\"https://laohu8.com/S/FSLR\">第一太阳能</a>涨近3%，Sunpower、Sunnova涨超2%，<a href=\"https://laohu8.com/S/DQ\">大全新能源</a>、<a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>涨超1%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3a8783435f71876858f1ebc4ced4e65\" tg-width=\"358\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>此前阳光动力宣布旗下子公司SolarJuice Co.， Ltd.在澳大利亚的串式逆变器销量超过2GW(吉瓦)，成为澳大利亚首个实现这一销售数量的太阳能分销商。</p>\n<p>7月8日，美国能源信息署(EIA)发布报告称，正值美国加速转向可再生能源之际，该国太阳能发电量正在大规模增长，将在2022年首次超过风能发电量。EIA的短期能源展望显示，到2022年，风能和太阳能发电量占美国总发电量的比重，将从2020年的11%上升至15%。EIA还预测，到2022年，太阳能发电装机量将增加170亿瓦特，而风能发电装机量仅会增加60亿瓦特。彭博今年早些时候预计，2021至2030年，全美公共事业规模的太阳能装机总容量将达到2040亿瓦特，小规模光伏发电装机容量将增加830亿瓦特，合计2870亿瓦特；相比之下，未来十年间风力发电量将仅增加1150亿瓦特，不到光伏发电量的一半。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/029c89a7ae9aba7301db383cb70a2ccb","relate_stocks":{"FSLR":"第一太阳能","ENPH":"Enphase Energy","SPI":"阳光动力","DQ":"大全新能源","CSIQ":"阿特斯太阳能","RUN":"Sunrun Inc.","JKS":"晶科能源","SPWR":"SunPower","NOVA":"Sunnova Energy International Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193473555","content_text":"周一盘中，光伏太阳能概念股走强，阳光动力涨超11%，晶科能源涨超7%，阿特斯太阳能涨超5%，Sunrun涨超3%，第一太阳能涨近3%，Sunpower、Sunnova涨超2%，大全新能源、Enphase Energy涨超1%。\n\n此前阳光动力宣布旗下子公司SolarJuice Co.， Ltd.在澳大利亚的串式逆变器销量超过2GW(吉瓦)，成为澳大利亚首个实现这一销售数量的太阳能分销商。\n7月8日，美国能源信息署(EIA)发布报告称，正值美国加速转向可再生能源之际，该国太阳能发电量正在大规模增长，将在2022年首次超过风能发电量。EIA的短期能源展望显示，到2022年，风能和太阳能发电量占美国总发电量的比重，将从2020年的11%上升至15%。EIA还预测，到2022年，太阳能发电装机量将增加170亿瓦特，而风能发电装机量仅会增加60亿瓦特。彭博今年早些时候预计，2021至2030年，全美公共事业规模的太阳能装机总容量将达到2040亿瓦特，小规模光伏发电装机容量将增加830亿瓦特，合计2870亿瓦特；相比之下，未来十年间风力发电量将仅增加1150亿瓦特，不到光伏发电量的一半。","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142991902,"gmtCreate":1626111487406,"gmtModify":1703753657853,"author":{"id":"4087970936024030","authorId":"4087970936024030","name":"klh3822","avatar":"https://community-static.tradeup.com/news/ccd82088e5158ada1cf85189bc1e6ac9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4087970936024030","authorIdStr":"4087970936024030"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142991902","repostId":"2150673539","repostType":4,"repost":{"id":"2150673539","pubTimestamp":1626103594,"share":"https://ttm.financial/m/news/2150673539?lang=&edition=fundamental","pubTime":"2021-07-12 23:26","market":"us","language":"zh","title":"伯恩斯坦：科技未来5年强劲增长，增持FAAMG股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2150673539","media":"智通财经","summary":"智通财经APP获悉，伯恩斯坦分析师Toni Sacconaghi发布研究报告表示，2021年上半年，科技股转向价值股的趋势更为明显。 该分析师表示，同等权重下，最便宜的科技股的表现比最贵的股票高出24","content":"<p>智通财经APP获悉，伯恩斯坦分析师Toni Sacconaghi发布研究报告表示，2021年上半年，科技股转向价值股的趋势更为明显。 该分析师表示，同等权重下，最便宜的科技股的表现比最贵的股票高出24%，而按市值加权计算则高出15%。</p>\n<p>计算机硬件是最好的细分行业，但需要注意的是，6月份的增长表现优于其他行业。</p>\n<p>今年下半年，Sacconaghi建议投资者增持FAAMG股票，包括:<a href=\"https://laohu8.com/S/FB\">Facebook</a>(FB.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet(GOOG.US)。</p>\n<p>“FAAMG占科技公司总市值的50%左右(2000年为10%)，定位是关键，”Sacconaghi表示。 “自2013年以来，FAAMG股票的整体市盈率首次低于科技股平均市盈率，但增长预期仍高于整体科技股。 ”</p>\n<p>伯恩斯坦基本面分析师予亚马逊、Facebook、Alphabet和微软“跑赢大盘”评级。 Sacconaghi补充道，“我们注意到谷歌和Facebook的市盈率都比当前整体科技股的市盈率低25%。”</p>\n<p><img src=\"https://static.tigerbbs.com/d4048d8e2d186be8afd30ac386acfefd\" tg-width=\"965\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p>\n<p>总的来说，伯恩斯坦看好整个科技板块。</p>\n<p>“一方面，科技股估值仍接近 20 年高位，预计2021年和2022年科技股的盈利增长将与大盘持平或低于大盘，且科技股面临更高的税率上调风险。不过，科技行业未来5年的预期增长将继续非常强劲，科技行业拥有最高的质量排名、最高的投资回报率和第二高的自由现金流利润率，与历史相比，科技公司内部的拥挤程度仍然很低。”</p>\n<p>他还建议减持价格昂贵、质量分数低的科技股。</p>\n<p>Sacconaghi表示:“人们对最昂贵的前20%的科技股抱有很高的期望，这些股票平均市销率为15.9倍，其中98%的股票是无利可图的。” “我们最担心的是增长放缓或质量分数较低的公司，这些公司目前集中于中小盘软件和互联网产品公司，我们鼓励投资者考虑有选择地减少风险敞口。”</p>\n<p>中国的BAT股票，即<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU.US)、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)和<a href=\"https://laohu8.com/S/00700\">腾讯</a>处于12个月低点。</p>\n<p>以下是伯恩斯坦列出的股票得分表：</p>\n<p><img src=\"https://static.tigerbbs.com/e61d292ca1a62e42d5511878bd070291\" tg-width=\"792\" tg-height=\"759\" referrerpolicy=\"no-referrer\"></p>","source":"stock_zhitongcaijing","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>伯恩斯坦：科技未来5年强劲增长，增持FAAMG股票</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\">\n伯恩斯坦：科技未来5年强劲增长，增持FAAMG股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 23:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/512392.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，伯恩斯坦分析师Toni Sacconaghi发布研究报告表示，2021年上半年，科技股转向价值股的趋势更为明显。 该分析师表示，同等权重下，最便宜的科技股的表现比最贵的股票高出24%，而按市值加权计算则高出15%。\n计算机硬件是最好的细分行业，但需要注意的是，6月份的增长表现优于其他行业。\n今年下半年，Sacconaghi建议投资者增持FAAMG股票，包括:Facebook(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/512392.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2749b306a30dc5b6e5d14499791ee3bb","relate_stocks":{"AAPL":"苹果","GOOGL":"谷歌A","MSFT":"微软","AMZN":"亚马逊"},"source_url":"http://www.zhitongcaijing.com/content/detail/512392.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150673539","content_text":"智通财经APP获悉，伯恩斯坦分析师Toni Sacconaghi发布研究报告表示，2021年上半年，科技股转向价值股的趋势更为明显。 该分析师表示，同等权重下，最便宜的科技股的表现比最贵的股票高出24%，而按市值加权计算则高出15%。\n计算机硬件是最好的细分行业，但需要注意的是，6月份的增长表现优于其他行业。\n今年下半年，Sacconaghi建议投资者增持FAAMG股票，包括:Facebook(FB.US)、苹果(AAPL.US)、亚马逊(AMZN.US)、微软(MSFT.US)和谷歌母公司Alphabet(GOOG.US)。\n“FAAMG占科技公司总市值的50%左右(2000年为10%)，定位是关键，”Sacconaghi表示。 “自2013年以来，FAAMG股票的整体市盈率首次低于科技股平均市盈率，但增长预期仍高于整体科技股。 ”\n伯恩斯坦基本面分析师予亚马逊、Facebook、Alphabet和微软“跑赢大盘”评级。 Sacconaghi补充道，“我们注意到谷歌和Facebook的市盈率都比当前整体科技股的市盈率低25%。”\n\n总的来说，伯恩斯坦看好整个科技板块。\n“一方面，科技股估值仍接近 20 年高位，预计2021年和2022年科技股的盈利增长将与大盘持平或低于大盘，且科技股面临更高的税率上调风险。不过，科技行业未来5年的预期增长将继续非常强劲，科技行业拥有最高的质量排名、最高的投资回报率和第二高的自由现金流利润率，与历史相比，科技公司内部的拥挤程度仍然很低。”\n他还建议减持价格昂贵、质量分数低的科技股。\nSacconaghi表示:“人们对最昂贵的前20%的科技股抱有很高的期望，这些股票平均市销率为15.9倍，其中98%的股票是无利可图的。” 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09:33","market":"us","language":"zh","title":"打脸美联储？俄罗斯央行：通胀将持续","url":"https://stock-news.laohu8.com/highlight/detail?id=2156166552","media":"华尔街见闻","summary":"俄罗斯央行行长警告称，通胀将成为俄罗斯的长期现象，暗示央行可能会维持强硬的货币政策立场。这与美联储的观点形成鲜明的对比，后者淡化通胀风险，称通胀上行只是疫情复苏导致的“短暂飙升”。俄罗斯央行行长Elvira Nabiullina表示，食品价格的大幅上涨“动摇了”俄罗斯普通民众的通胀预期。总统普京此前在经济问题会议上指出，美联储才是俄罗斯通胀上行的“元凶”。","content":"<p>俄罗斯央行行长警告称，通胀将成为俄罗斯的长期现象，暗示央行可能会维持强硬的货币政策立场。这与美联储的观点形成鲜明的对比，后者淡化通胀风险，称通胀上行只是疫情复苏导致的“短暂飙升”。</p>\n<p>俄罗斯央行行长Elvira Nabiullina表示，<b>食品价格的大幅上涨“动摇了”俄罗斯普通民众的通胀预期</b>。调查显示，俄罗斯民众预计该国通胀率将达到13.4%左右，是央行预期年度增幅的两倍以上。</p>\n<p>通胀预期持续上行带来的风险是，普通民众囤积商品抗通胀的行为将在现实中进一步推高商品价格。通胀预期的上行还可能引发企业员工提高工资的要求和部分商品“先发制人”的价格上涨。</p>\n<p>为应对通胀问题，俄罗斯央行采取了比美联储和其他国家更强硬的立场，自今年3月份以来已四次加息。</p>\n<p>自2013年以来，俄罗斯经济长期低迷，实际收入下降11%，七分之一的人生活在贫困线以下。<b>许多俄罗斯民众担心该国将回到苏联解体后的高通胀时期。</b></p>\n<p>俄罗斯政府也高度关注通胀问题。</p>\n<p>总统普京此前在经济问题会议上指出，<b>美联储才是俄罗斯通胀上行的“元凶”。</b>其表示，美国连续两年财政赤字占到国内生产总值（GDP）的15%，只有通过印钞才能消除赤字。考虑到美国经济对全球的重要性和美元作为最热门储备货币的重要性，这无疑会影响整个世界经济。”</p>","source":"wallstreetcn_api","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>打脸美联储？俄罗斯央行：通胀将持续</title>\n<style 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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打脸美联储？俄罗斯央行：通胀将持续\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 09:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636821><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>俄罗斯央行行长警告称，通胀将成为俄罗斯的长期现象，暗示央行可能会维持强硬的货币政策立场。这与美联储的观点形成鲜明的对比，后者淡化通胀风险，称通胀上行只是疫情复苏导致的“短暂飙升”。\n俄罗斯央行行长Elvira Nabiullina表示，食品价格的大幅上涨“动摇了”俄罗斯普通民众的通胀预期。调查显示，俄罗斯民众预计该国通胀率将达到13.4%左右，是央行预期年度增幅的两倍以上。\n通胀预期持续上行带来的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636821\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QQQ":"纳指100ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","DJX":"1/100道琼斯","DOG":"道指反向ETF","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","QID":"纳指两倍做空ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SPY":"标普500ETF",".DJI":"道琼斯","SH":"标普500反向ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","OEX":"标普100","IVV":"标普500指数ETF","PSQ":"纳指反向ETF","DDM":"道指两倍做多ETF"},"source_url":"https://wallstreetcn.com/articles/3636821","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156166552","content_text":"俄罗斯央行行长警告称，通胀将成为俄罗斯的长期现象，暗示央行可能会维持强硬的货币政策立场。这与美联储的观点形成鲜明的对比，后者淡化通胀风险，称通胀上行只是疫情复苏导致的“短暂飙升”。\n俄罗斯央行行长Elvira Nabiullina表示，食品价格的大幅上涨“动摇了”俄罗斯普通民众的通胀预期。调查显示，俄罗斯民众预计该国通胀率将达到13.4%左右，是央行预期年度增幅的两倍以上。\n通胀预期持续上行带来的风险是，普通民众囤积商品抗通胀的行为将在现实中进一步推高商品价格。通胀预期的上行还可能引发企业员工提高工资的要求和部分商品“先发制人”的价格上涨。\n为应对通胀问题，俄罗斯央行采取了比美联储和其他国家更强硬的立场，自今年3月份以来已四次加息。\n自2013年以来，俄罗斯经济长期低迷，实际收入下降11%，七分之一的人生活在贫困线以下。许多俄罗斯民众担心该国将回到苏联解体后的高通胀时期。\n俄罗斯政府也高度关注通胀问题。\n总统普京此前在经济问题会议上指出，美联储才是俄罗斯通胀上行的“元凶”。其表示，美国连续两年财政赤字占到国内生产总值（GDP）的15%，只有通过印钞才能消除赤字。考虑到美国经济对全球的重要性和美元作为最热门储备货币的重要性，这无疑会影响整个世界经济。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142999331,"gmtCreate":1626111118224,"gmtModify":1703753654531,"author":{"id":"4087970936024030","authorId":"4087970936024030","name":"klh3822","avatar":"https://community-static.tradeup.com/news/ccd82088e5158ada1cf85189bc1e6ac9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4087970936024030","authorIdStr":"4087970936024030"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[{"img":"https://static.tigerbbs.com/70df3f37194c5ec5e7150ab159d1c270","width":"1080","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142999331","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150995066,"gmtCreate":1624880425655,"gmtModify":1703846875116,"author":{"id":"4087970936024030","authorId":"4087970936024030","name":"klh3822","avatar":"https://community-static.tradeup.com/news/ccd82088e5158ada1cf85189bc1e6ac9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4087970936024030","authorIdStr":"4087970936024030"},"themes":[],"htmlText":"Free 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