不死鸟. personal page - To The Moon

不死鸟.

不死鸟.

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2025-02-20

$Oxford Lane Capital Corp(OXLC)$

03-17 07:14

$美国超微公司(AMD)$

2024-02-03

2022-10-08

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2023-06-17

👍👍👍👍👍👍

2022-02-13

nice

Credit Suisse Entities Agree to Settle Lawsuit in U.S. for $81 Million - court filing

2022-01-29

ok,thanks

Reminder: List of Main Market Closure Arrangements during the Spring Festival Holiday

2022-03-26

thanks for sharing👍

What Are MANGO Stocks? Why MANGO Stocks Could Outperform？

2023-01-18

👍

2022-09-04

ok

Hong Kong stocks continue to saw at a low level, reverse thinking layout for a long time

Go to Tiger App to see more news

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brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1644708223,"share":"https://ttm.financial/m/news/2211246925?lang=en_US&edition=fundamental","pubTime":"2022-02-13 07:23","market":"us","language":"en","title":"Credit Suisse Entities Agree to Settle Lawsuit in U.S. for $81 Million - court filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2211246925","media":"Reuters","summary":"WASHINGTON, Feb 12 (Reuters) - Credit Suisse Group AG entities, among six defendants in a lawsuit or","content":"<html><head></head><body><p>WASHINGTON, Feb 12 (Reuters) - Credit Suisse Group AG entities, among six defendants in a lawsuit originally filed by Iowa Public Employees Retirement System and other retirement associations, has agreed to pay $81 million, the first to agree to settle, the law firm Cohen Milstein Sellers &amp; Toll PLLC said in a release.</p><p>&#34;This first settlement agreement includes both an $81 million cash payment and an obligation on the part of Credit Suisse to provide cooperation to plaintiffs in litigating and ultimately trying their case against the remaining defendants,&#34; lawyers for the plaintiffs said in a court filing late on Friday.</p><p>The plaintiffs had accused units of Credit Suisse, Goldman Sachs Group Inc   , JPMorgan Chase &amp; Co    and three other banks of conspiring since 2009 to keep the stock lending market &#34;in the stone age&#34; by boycotting startup platforms like AQS or Data Explorers. They accused the banks of doing this in order to charge excessive fees to investors.</p><p>Credit Suisse said in a statement that it believed that the plaintiffs&#39; claims were without merit but &#34;we are pleased to resolve the litigation.&#34;</p></body></html>","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>Credit Suisse Entities Agree to Settle Lawsuit in U.S. for $81 Million - court filing</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\">\nCredit Suisse Entities Agree to Settle Lawsuit in U.S. for $81 Million - court filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-13 07:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Feb 12 (Reuters) - Credit Suisse Group AG entities, among six defendants in a lawsuit originally filed by Iowa Public Employees Retirement System and other retirement associations, has agreed to pay $81 million, the first to agree to settle, the law firm Cohen Milstein Sellers &amp; Toll PLLC said in a release.</p><p>&#34;This first settlement agreement includes both an $81 million cash payment and an obligation on the part of Credit Suisse to provide cooperation to plaintiffs in litigating and ultimately trying their case against the remaining defendants,&#34; lawyers for the plaintiffs said in a court filing late on Friday.</p><p>The plaintiffs had accused units of Credit Suisse, Goldman Sachs Group Inc   , JPMorgan Chase &amp; Co    and three other banks of conspiring since 2009 to keep the stock lending market &#34;in the stone age&#34; by boycotting startup platforms like AQS or Data Explorers. They accused the banks of doing this in order to charge excessive fees to investors.</p><p>Credit Suisse said in a statement that it believed that the plaintiffs&#39; claims were without merit but &#34;we are pleased to resolve the litigation.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4552":"Archegos爆仓风波概念","BK4504":"桥水持仓","BK4534":"瑞士信贷持仓","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4207":"综合性银行","BK4566":"资本集团","BK4550":"红杉资本持仓","JPM":"摩根大通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211246925","content_text":"WASHINGTON, Feb 12 (Reuters) - Credit Suisse Group AG entities, among six defendants in a lawsuit originally filed by Iowa Public Employees Retirement System and other retirement associations, has agreed to pay $81 million, the first to agree to settle, the law firm Cohen Milstein Sellers & Toll PLLC said in a release.\"This first settlement agreement includes both an $81 million cash payment and an obligation on the part of Credit Suisse to provide cooperation to plaintiffs in litigating and ultimately trying their case against the remaining defendants,\" lawyers for the plaintiffs said in a court filing late on Friday.The plaintiffs had accused units of Credit Suisse, Goldman Sachs Group Inc   , JPMorgan Chase & Co    and three other banks of conspiring since 2009 to keep the stock lending market \"in the stone age\" by boycotting startup platforms like AQS or Data Explorers. They accused the banks of doing this in order to charge excessive fees to investors.Credit Suisse said in a statement that it believed that the plaintiffs' claims were without merit but \"we are pleased to resolve the litigation.\"","news_type":1,"symbols_score_info":{"831010":1,"831039":1,"831305":1,"831370":1,"831445":1,"831726":1,"831768":1,"831832":1,"831856":1,"831961":1,"JPM":0.9,"CS":0.9}},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099405738,"gmtCreate":1643407298256,"gmtModify":1676533816258,"author":{"id":"4094536006197120","authorId":"4094536006197120","name":"不死鸟.","avatar":"https://static.tigerbbs.com/58aa91ee114515837a7c24d97a1ac173","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094536006197120","authorIdStr":"4094536006197120"},"themes":[],"htmlText":"ok,thanks","listText":"ok,thanks","text":"ok,thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099405738","repostId":"1121905464","repostType":4,"repost":{"id":"1121905464","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642411108,"share":"https://ttm.financial/m/news/1121905464?lang=en_US&edition=fundamental","pubTime":"2022-01-17 17:18","market":"sh","language":"zh","title":"Reminder: List of Main Market Closure Arrangements during the Spring Festival Holiday","url":"https://stock-news.laohu8.com/highlight/detail?id=1121905464","media":"老虎资讯综合","summary":"农历新年假期即将来临，部分交易所的开市和收市时间有所变动，敬请各位投资者密切留意。港股：2022年1月31日（星期一）半日交易，下午休市。2022年2月1日（星期二）至2月3日（星期四）休市。美股：","content":"<p><html><head></head><body>The Lunar New Year holiday is approaching, and the opening and closing times of some exchanges have changed. Investors are requested to pay close attention.<img src=\"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15\" tg-width=\"1080\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p><b>Hong Kong stocks:</b></p><p>Half-day trading on Monday, January 31, 2022, closed in the afternoon.</p><p>Closed from Tuesday, February 1 to Thursday, February 3, 2022.</p><p><b>U.S. stocks:</b></p><p>Open as usual.</p><p><b>A shares:</b></p><p>Closed from Monday, January 31 to Friday, February 4, 2022.</p><p><b>Australian stocks:</b></p><p>Open as usual.</p><p><b>Singapore Market:</b></p><p>Half-day trading on Monday, January 31, 2022, closed in the afternoon.</p><p>Closed from Tuesday, February 1 to Wednesday, February 2, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>Southbound Connect will not be available from Thursday, January 27 to Friday, February 4, 2022.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available Monday, January 31 to Friday, February 4, 2022.</p><p>Service will not be available Monday, January 31 to Friday, February 4, 2022.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: List of Main Market Closure Arrangements during the Spring Festival Holiday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: List of Main Market Closure Arrangements during the Spring Festival Holiday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-17 17:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The Lunar New Year holiday is approaching, and the opening and closing times of some exchanges have changed. Investors are requested to pay close attention.<img src=\"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15\" tg-width=\"1080\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p><b>Hong Kong stocks:</b></p><p>Half-day trading on Monday, January 31, 2022, closed in the afternoon.</p><p>Closed from Tuesday, February 1 to Thursday, February 3, 2022.</p><p><b>U.S. stocks:</b></p><p>Open as usual.</p><p><b>A shares:</b></p><p>Closed from Monday, January 31 to Friday, February 4, 2022.</p><p><b>Australian stocks:</b></p><p>Open as usual.</p><p><b>Singapore Market:</b></p><p>Half-day trading on Monday, January 31, 2022, closed in the afternoon.</p><p>Closed from Tuesday, February 1 to Wednesday, February 2, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>Southbound Connect will not be available from Thursday, January 27 to Friday, February 4, 2022.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available Monday, January 31 to Friday, February 4, 2022.</p><p>Service will not be available Monday, January 31 to Friday, February 4, 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/752af43ca78e3ed4d3be0dbeaf4ea23c","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSCEI":"国企指数",".IXIC":"NASDAQ Composite","STI.SI":"富时新加坡海峡指数","000001.SH":"上证指数",".DJI":"道琼斯","HSI":"恒生指数",".SPX":"S&P 500 Index","HSCCI":"红筹指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121905464","content_text":"农历新年假期即将来临，部分交易所的开市和收市时间有所变动，敬请各位投资者密切留意。港股：2022年1月31日（星期一）半日交易，下午休市。2022年2月1日（星期二）至2月3日（星期四）休市。美股：照常开市。A股：2022年1月31日（星期一）至2月4日（星期五）休市。澳股：照常开市。新加坡市场：2022年1月31日（星期一）半日交易，下午休市。2022年2月1日（星期二）至2月2日（星期三）休市。港股通：2022年1月27日（星期四）至2月4日（星期五）不提供港股通服务。沪股通、深股通：2022年1月31日（星期一）至2月4日（星期五）不提供服务。2022年1月31日（星期一）至2月4日（星期五）不提供服务。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9,"HSTECH":0.9,"HSCCI":0.9,".DJI":0.9,"HSCEI":0.9,".IXIC":0.9,"HSI":0.9,"STI.SI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010184466,"gmtCreate":1648289159582,"gmtModify":1676534325789,"author":{"id":"4094536006197120","authorId":"4094536006197120","name":"不死鸟.","avatar":"https://static.tigerbbs.com/58aa91ee114515837a7c24d97a1ac173","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094536006197120","authorIdStr":"4094536006197120"},"themes":[],"htmlText":"thanks for sharing👍","listText":"thanks for sharing👍","text":"thanks for sharing👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010184466","repostId":"1111363520","repostType":2,"repost":{"id":"1111363520","kind":"news","pubTimestamp":1648252161,"share":"https://ttm.financial/m/news/1111363520?lang=en_US&edition=fundamental","pubTime":"2022-03-26 07:49","market":"us","language":"en","title":"What Are MANGO Stocks? Why MANGO Stocks Could Outperform？","url":"https://stock-news.laohu8.com/highlight/detail?id=1111363520","media":"investorplace","summary":"MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconduc","content":"<div>\n<p>MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconductor stocks. This new acronym, a riff on the Nasdaq Composite’s top-performing FAANG tech stocks, is ...</p>\n\n<a href=\"https://investorplace.com/2022/03/what-are-mango-stocks/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","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>What Are MANGO Stocks? Why MANGO Stocks Could Outperform？</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\">\nWhat Are MANGO Stocks? Why MANGO Stocks Could Outperform？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/what-are-mango-stocks/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconductor stocks. This new acronym, a riff on the Nasdaq Composite’s top-performing FAANG tech stocks, is ...</p>\n\n<a href=\"https://investorplace.com/2022/03/what-are-mango-stocks/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","ADI":"亚德诺","MRVL":"迈威尔科技","ON":"安森美半导体","NVDA":"英伟达","AVGO":"博通","AMD":"美国超微公司"},"source_url":"https://investorplace.com/2022/03/what-are-mango-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111363520","content_text":"MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconductor stocks. This new acronym, a riff on the Nasdaq Composite’s top-performing FAANG tech stocks, is generating interest. So what are the MANGO stocks and what else do you need to know?Like the fruit, MANGO stocks have provided sweet returns for investors recently. Bank of America analyst Vivek Arya suggests this group of chip stocks — Marvell Technology (NASDAQ:MRVL), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Analog Devices (NASDAQ:ADI), Nvidia (NASDAQ:NVDA), GlobalFoundries (NASDAQ:GFS) and ON Semiconductor (NASDAQ:ON) — could be leaders in the future economy. Notably, this analyst believes that these chip stocks can outperform despite various market concerns right now.Finding a group of stocks that is able to weather this current environment is what many investors are after. Indeed, there is an impressive amount of uncertainty weighing on Wall Street right now. Investors are concerned with inflation, interest rate hikes, geopolitical tensions and supply chain bottlenecks.The semiconductor sector is exposed to these issues. However, there are reasons why analysts are growing increasingly bullish on these stocks.Let’s dive into what investors may want to consider with chip stocks right now.Why MANGO Stocks Could OutperformDespite the impacts of the pandemic and supply chain woes on chip makers, the Bank of America analyst believes there is reason to be bullish on MANGO stocks. This is because demand has been increasing for chips for some time, and the underlying technology is improving. Assuming these tailwinds remain in place, MANGO stocks could be key winners.Additionally, Arya sees a few other things to like about chip stocks. Many of the names in the MANGO acronym have ties to the cloud and artificial intelligence. Others are in the electric vehicle space.Most investors can wrap their heads around this rather easy-to-understand thesis. While semiconductor stocks have struggled this year, the for this sector remain bright. Thus, MANGO stocks are the new tech grouping investors may want to keep on their radar right now.","news_type":1,"symbols_score_info":{"ADI":0.9,"NVDA":0.9,"ON":0.9,"AMD":0.9,"GFS":0.9,"MRVL":0.9,"AVGO":0.9}},"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956682793,"gmtCreate":1673994489312,"gmtModify":1676538912875,"author":{"id":"4094536006197120","authorId":"4094536006197120","name":"不死鸟.","avatar":"https://static.tigerbbs.com/58aa91ee114515837a7c24d97a1ac173","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094536006197120","authorIdStr":"4094536006197120"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956682793","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933146157,"gmtCreate":1662255295879,"gmtModify":1676537024686,"author":{"id":"4094536006197120","authorId":"4094536006197120","name":"不死鸟.","avatar":"https://static.tigerbbs.com/58aa91ee114515837a7c24d97a1ac173","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094536006197120","authorIdStr":"4094536006197120"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933146157","repostId":"1179759462","repostType":4,"repost":{"id":"1179759462","kind":"news","weMediaInfo":{"introduction":"张忆东从事A股港股及大类资产配置研究逾15载，连续多年获策略研究第一名，是新财富、水晶球、金牛奖、第一财经、IAMAC奖的“全满贯”第一，三次获“新财富”策略第一。该公众号是其团队研究大类资产配置、A股港股美股及其他市场的成果","home_visible":1,"media_name":"张忆东策略世界","id":"1065818805","head_image":"https://static.tigerbbs.com/ad7f636ec1274a70b86d1fdc1329e0eb"},"pubTimestamp":1662172317,"share":"https://ttm.financial/m/news/1179759462?lang=en_US&edition=fundamental","pubTime":"2022-09-03 10:31","market":"hk","language":"zh","title":"Hong Kong stocks continue to saw at a low level, reverse thinking layout for a long time","url":"https://stock-news.laohu8.com/highlight/detail?id=1179759462","media":"张忆东策略世界","summary":"一、回顾：港股行情在底部反复拉锯3月中旬做出港股市场底的判断，并预判2季度海外市场动荡。5-6月提示港股反弹行情难一蹴而就，相比2020年，海外环境、国内房地产和疫情反复使得经济复苏的难度更大。7月上","content":"<p><html><head></head><body><b>I. Review: Hong Kong stock market saw repeatedly at the bottom</b></p><p>In mid-March, the judgment of the bottom of the Hong Kong stock market was made, and the overseas market turmoil was predicted in the second quarter. May-June suggests that the rebound of Hong Kong stocks is difficult to achieve overnight. Compared with 2020, the overseas environment, domestic real estate and epidemic repeatedly make economic recovery more difficult. In early July, it was pointed out that the epidemic variables resurfaced, and the Hong Kong stock market will repeatedly saw at the bottom. At the beginning of August, the pattern of sawing at the bottom of Hong Kong stocks continued to be emphasized.</p><p><b>Outlook: There are opportunities in the crisis, China's economy is under pressure, overseas liquidity continues to tighten, and Hong Kong stocks will continue to tug-of-war at the bottom</b></p><p>— — Although the economic recovery is still weak, Hong Kong stocks have already contained many pessimistic expectations, and the profit expectation of Hong Kong stocks in the interim reporting season has ushered in an improvement after whether it is extreme. The 2023 Hang Seng Index consensus EPS growth rate, which has been revised downward since the second quarter of 2021, stopped the downward trend in August 2022. Among them, the information technology industry has rebounded slightly in the past four weeks after experiencing a sharp reduction in its profit forecast.</p><p>— — Progress has been made in Sino-US regulatory cooperation, reducing the risk of liquidity shocks caused by the delisting of Hong Kong stocks, especially Internet companies.</p><p>— — Pay attention to high-prosperity sub-industries and the turning point of some industries. On August 24th, the executive meeting of the State Council proposed to increase the quota of more than 300 billion yuan on the basis that 300 billion yuan of policy development financial instruments have fallen into the project. The prosperity of advanced manufacturing industry supported by the policy continues to remain high. In July, the profits of industrial enterprises showed that in addition to upstream industries, electrical equipment maintained a high growth rate, and automobiles ushered in a significant improvement. The pessimistic expectation of real estate has eased, and the US dollar bond of Chinese real estate has rebounded significantly.</p><p>— — The Federal Reserve hawks, the 0826 Jackson Hole Summit reappears the \"Volcker moment\", and it will take time for the overseas liquidity risk to be lifted. 1) While inflation data fell back in July, inflation remained on a high plateau. The strength of the labor market, rising labor costs, rising food prices, uncertainty in energy prices, persistently high rents, and geopolitical risks between Russia and Ukraine are still supporting the inflation level in the United States. 2) With the November midterm elections looming, anti-inflation remains the political focus of the White House.</p><p><b>3. Investment strategy: defensive counterattack</b></p><p><ul><li>First, the main line is to select stocks with high cost performance in the direction of high prosperity. The energy technology industry chain represented by new energy and new energy vehicles has benefited from the improvement of demand, the recovery of supply chain and the month-on-month decrease in costs.</p><p></li><li>Second, the dilemma is improved. Waiting for the improvement of China's economic expectations and the improvement of industrial regulatory environment to promote the performance of related listed companies from quantitative to qualitative changes, we will select alpha in the Internet, property, food and beverage and medicine.</p><p></li><li>Third, look for the allocation value of \"bond-like assets\" in traditional industries. Based on the long-term allocation of real estate stocks of state-owned enterprises and central enterprises that can obtain low-cost funds and high-quality land reserves, energy stocks of state-owned enterprises and central enterprises with low valuation and high dividends, and the revaluation of the leading value of finance, transportation and building materials after the economic expectation improves.</p><p>Risk warning: global economic growth is declining; The monetary policies of China and the United States fell short of expectations; Great Power Game Risk</p><p></li></ul><b>Report Text</b></p><p><b>1. Review: Hong Kong stock market saw repeatedly at the bottom</b></p><p><b>In mid-March, the judgment of the bottom of the Hong Kong stock market was made, and the overseas market turmoil was predicted in the second quarter. May-June suggests that the rebound of Hong Kong stocks is difficult to achieve overnight. Compared with 2020, the overseas environment, domestic real estate and epidemic repeatedly make economic recovery more difficult. In early July, it was pointed out that the epidemic variables resurfaced, and the Hong Kong stock market will repeatedly saw at the bottom. At the beginning of August, the pattern of sawing at the bottom of Hong Kong stocks continued to be emphasized.</b></p><p><ul><li>On March 16th, \"Irrational Decline\" and Searching for the Power of Self-confidence \"suggested that investors should be optimistic, downplay the short-term madness of\" Mr. Market \", and look more at the essence of investment-the long-term value of enterprises.</p><p></li><li>On May 3rd, \"Warm and cold, the strategic stalemate stage is expected to unfold\" judged that the overall tone of the market turned \"warm\": \"The stage of excessive pessimism about China's fundamentals is expected to pass in May, and confidence will gradually recover\", and the \"cold\" level emphasized the adjustment pressure of overseas markets: \"US stocks may repeat the 'fourth quarter of 2018' in the mid-term\". It is pointed out that \"based on the high transmission of virus mutation, coordinating epidemic prevention and control and economic and social development is facing greater challenges than in 2020\".</p><p></li><li>On June 2nd, \"Fight\" Guerrilla Warfare \"in the Strategic Deadlock Period of Hong Kong Stocks\" made it clear that \"the bottom of the Hong Kong stock market in March can basically be confirmed as the bottom of the market based on many factors of political and economic valuation, and the systemic risk release in the past year or so has basically ended\". The recovery trend of China's economy and listed companies' performance in the medium term can be expected, and we are optimistic about the strategic layout opportunities in the medium term. At the same time, it was pointed out: \"Hong Kong stocks have been devastated by the bear market in the past year or so, and it will take time to rebuild confidence. It is difficult for the market to be overwhelming and achieved overnight\".</p><p></li><li>On July 12th, \"How to lay out Hong Kong stocks at the bottom in a turbulent world\") pointed out that \"under the repeated epidemic, short-term market confidence is difficult to boost\".</p><p></li><li>On August 3rd, \"Winning in Chaos and Doing More in China's Advanced Manufacturing Industry\" pointed out that \"the Hong Kong stock market will still see in the bottom area, but the systemic risk is not big\".</p><p></li></ul><b>2. Outlook: There are opportunities in the crisis, China's economy is under pressure, overseas liquidity continues to tighten, and Hong Kong stocks will continue to tug-of-war at the bottom</b></p><p><b>2.1. Although the economic recovery is still weak, Hong Kong stocks have already contained many pessimistic expectations, and the profit expectation of Hong Kong stocks in the mid-reporting season has improved after whether it is extreme</b></p><p>The 2023 Hang Seng Index consensus EPS growth rate, which has been revised downward since the second quarter of 2021, stopped the downward trend in August 2022. Among them, the information technology industry has rebounded slightly in the past four weeks after experiencing a sharp reduction in its profit forecast.</p><p><img src=\"https://static.tigerbbs.com/4abcef7f945380bcf6ed756c9a5d8be0\" tg-width=\"1080\" tg-height=\"495\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>2.2 Progress has been made in Sino-US regulatory cooperation to reduce the risk of liquidity shock caused by the delisting of Hong Kong stocks, especially Internet companies</b></p><p>Since March, the risk premium of the Hang Seng Index has remained high. Both the risk premium measured by the yield of 10-year U.S. bonds and the yield of 10-year Chinese Treasury Bond are higher than twice the standard deviation of the average since 2011. The risk of delisting of Chinese stocks is one of the important reasons that affect the risk appetite of Hong Kong stocks. In particular, most Internet companies are listed in Hong Kong and the United States, and investors are worried about the liquidity shock caused by a large number of delisting from US stocks.</p><p>\"The China Securities Regulatory Commission and the Ministry of Finance of the People's Republic of China signed an audit supervision cooperation agreement with the Public Company Accounting Supervision Board (PCAOB) of the United States on August 26, 2022, and will start relevant cooperation in the near future.\" According to the relevant person in charge of the CSRC, \"If the follow-up cooperation can meet their respective regulatory needs, it is expected to solve the audit supervision problem of China concept stocks, thus avoiding passive delisting from the United States\".</p><p><img src=\"https://static.tigerbbs.com/d0fda8837eeb214c2177d52e76902924\" tg-width=\"1066\" tg-height=\"489\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>2.3. Pay attention to high-prosperity sub-industries and the turnaround of some industries</b></p><p><b>The economic data from July to August show that the economic recovery is weak, and policies will continue to make efforts to stabilize the economy.</b>On August 24th, the executive meeting of the State Council proposed to increase the quota of more than 300 billion yuan on the basis that 300 billion yuan of policy development financial instruments have fallen into the project.</p><p><b>The prosperity of advanced manufacturing industry supported by the policy continues to remain high.</b>In July, the profits of industrial enterprises showed that in addition to upstream industries, electrical equipment maintained a high growth rate, and automobiles ushered in a significant improvement. In terms of the year-on-year growth rate of accumulated profit from January to July, electrical equipment was 18%; Cars were-14%, a significant improvement from the previous value of-25% in January-June.</p><p><img src=\"https://static.tigerbbs.com/ffc2a262d06343072f542412d614caf0\" tg-width=\"1051\" tg-height=\"521\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>The pessimistic expectation of real estate has eased, and the US dollar bond of Chinese real estate has rebounded significantly.</b>On August 19th, the Dealers Association once again convened a number of private housing enterprises to hold a symposium to discuss how to support private housing enterprises to issue bonds and financing through ChinaBond to enhance the company's credit enhancement support.</p><p><img src=\"https://static.tigerbbs.com/dc39ce31facf981686ad65e0f1417c9b\" tg-width=\"1080\" tg-height=\"555\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>2.4. The Federal Reserve hawks, the 0826 Jackson Hole Summit reappears the \"Volcker moment\", and it will take time for overseas liquidity risks to be lifted</b></p><p><b>0826 Jackson Hole Summit reproduced the \"Volcker moment\", which verified our previous judgment: \"Inflation for recession is actually a policy dilemma\".</b>At the meeting, Powell emphasized that the cost of price instability will be higher than the cost of slower growth and weaker labor market caused by high interest rates; In particular, the summary of the historical experience of the 70s, the \"Volcker moment\" reappears.</p><p>It will take time for the Fed to turn. 1) While inflation data fell back in July, inflation remained on a high plateau. The strength of the labor market, rising labor costs, rising food prices, uncertainty in energy prices, persistently high rents, and geopolitical risks between Russia and Ukraine are still supporting the inflation level in the United States. 2) With the November midterm elections looming, anti-inflation remains the political focus of the White House.</p><p><img src=\"https://static.tigerbbs.com/94d860c5515574a2809997e8b27e9993\" tg-width=\"1073\" tg-height=\"531\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>3. Investment strategy: defensive counterattack</b></p><p><b>First, the main line is to select stocks with high cost performance in the direction of high prosperity.</b>The energy technology industry chain represented by new energy and new energy vehicles has benefited from the improvement of demand, the recovery of supply chain and the month-on-month decrease in costs.</p><p><ul><li><b>Electricity operator</b>: Under the deep concern of yield and electricity price, the valuation of green electricity sector has experienced a significant correction, and recent events have shown the \"correction\" of vicious competition in the industry. After the sector experienced deep suppression, recently, three ministries and commissions set up renewable energy settlement companies, and the power grid took the lead in financing to solve the subsidy gap. As one of the important catalysts of the green power industry in the second half of the year, the solution of subsidy questions is expected to increase the reinvestment capacity of the industry. It is true that the problem of yield is difficult to solve in the short term, but the current share price of the sector has a sufficient margin of safety, and it is optimistic about the growth of installed capacity.</p><p></li><li><b>Wind power</b>: Wind power enterprises have successively disclosed semi-annual reports, showing that the epidemic situation and high raw material prices in the first half of the year led to tight production capacity and pressure on profits. At present, the valuation has fallen back to a historical low. In the second half of the year, construction will start, raw material prices will both usher in improvement, and profits are expected to usher in repair. Enterprises with better cost control and transmission ability are recommended.</p><p></li><li><b>New energy vehicle industry chain</b>: Recent sales data of key car companies exceeded expectations, and a number of new energy models will be launched soon during the year. In terms of investment: Benefiting from this round of stimulus policies, new energy and traditional automobile enterprises are expected to achieve rapid improvement in sales volume and profitability in the second half of the year, and opportunities for related parts and components under the product upgrade driven by the trend of electrification and intelligence.</p><p></li></ul><b>Second, the dilemma is improved.</b>Waiting for the improvement of China's economic expectations and the improvement of industrial regulatory environment to promote the performance of related listed companies from quantitative to qualitative changes, we will select alpha in the Internet, property, food and beverage and medicine.</p><p><ul><li><b>Internet</b>: With the relief of the worry of delisting of Chinese stocks and the improvement of the certainty of the regulatory environment, the volatility of the stock price of the industry is expected to decline. The Internet has shifted from a new economy to a mature format, focusing on performance in the short term. At present, the expectation of short-term recovery implied by the stock price of the Internet sector is relatively pessimistic. If the pressure of epidemic prevention and control eases and the economic recovery marginally improves, the stock price will be flexible. In the medium term, it is expected that there will be opportunities for differentiation based on the secondary growth curve, such as cloud computing and autonomous driving.</p><p></li><li><b>Property management</b>: From the perspective of corporate governance and business operation, property management companies and real estate companies are still highly related, and the property management sector can't get out of the independent market at present. The stabilization of the real estate sector is an important prerequisite for the restoration of the property management sector. Once the real estate sector stabilizes, the property management company will have better business growth and safer financial status, and the valuation will have greater flexibility. We are optimistic about property management companies with high operating independence, strong endogenous growth ability and good profitability quality.</p><p></li><li><b>Food & Beverage</b>: The overall food and beverage segment, represented by beer and dairy, benefited from the continuation of the trend of consumption recovery and the marginal easing of cost pressures such as food prices. In addition, in terms of beer, the hot weather this summer has driven the rapid growth of beer consumption in Q3, which is expected to be realized in the follow-up financial report.</p><p></li><li><b>Medicine</b>: Continue to be optimistic about \"drugs + upstream + consumer medical care\". (Industrial Securities Pharmaceutical Team)</p><p>The reasons for the pharmaceutical sector to be optimistic include: the impact of centralized procurement of generic drugs has gradually bottomed out, the supply side of innovative drugs is expected to produce new explosives (ADC, oligonucleotides, self-immunization, etc.), the commercialization of innovative drugs is gradually beginning, and the value of domestic platforms is emerging (such as the recent cooperation between Sanofi and Innovent Bio), and the global competitiveness of domestic companies is gradually improving. Upstream: The performance of many companies in this track is expected to accelerate in the second half of the year, and the independent and controllable logic is expected to promote the valuation. In the field of consumer medical care, the current prosperity is maintained and the long-term logic is promising. In the short term, factors such as centralized procurement of dental implants interfered with the sentiment of the sector, and it was in a period of phased adjustment, adjusting and accumulating upward kinetic energy.</p><p></li></ul><b>Third, look for the allocation value of \"bond-like assets\" in traditional industries.</b>Based on the long-term allocation of real estate stocks of state-owned enterprises and central enterprises that can obtain low-cost funds and high-quality land reserves, energy stocks of state-owned enterprises and central enterprises with low valuation and high dividends, and the revaluation of the leading value of finance, transportation and building materials after the economic expectation improves.</p><p><ul><li><b>State-owned real estate stocks</b>: At present, the industry is in a vacuum period from the continuous relaxation of policies to the recovery of new home sales, but looking forward to the second half of the year and next year's market may be in two situations: 1) the recovery of new home sales, the effect of policy relaxation will continue; 2) The recovery of new home sales is less than expected, and further relaxation policies will continue to be rolled out until the market recovers. In both cases, the systemic risks of real estate will be lifted, and risky housing enterprises will continue to be cleared. Private real estate companies have neither the willingness nor the ability to add leverage, while state-owned real estate companies that can obtain low-cost funds and high-quality land reserves will benefit from the recovering market.</p><p></li><li><b>SOE Energy Stocks</b>: From the fluctuation of the game cycle to the allocation of high-dividend and value stocks. 1) The profit stability of traditional energy leaders has risen relatively. Under the background of energy structure transformation, the new supply of traditional energy is more restrained. As the risk of geopolitical conflict increases, the already tightly balanced supply and demand relationship becomes more fragile, and the hub of energy price volatility will increase compared with the past 30 years. 2) The capital expenditure of enterprises has been reduced, the proportion available for dividends has been greatly increased, the valuation system has moved from cyclical stocks to value stocks, and the allocation attribute of bond-like stocks has been highlighted.</p><p></li><li><b>Financials</b>: Under the pressure of weak economic expectations + rising risks of housing enterprises + social financing trend, the valuation of the financial sector has experienced a significant correction, and the Dividend rate of the financial sector of Hong Kong stocks has returned to a higher attractive position. With the improvement of economic expectations, the pessimistic expectations of the industry are expected to ease.</p><p></li><li><b>Delivery</b>: The entry-exit policy has changed, the cross-provincial travel fuse policy has been loosened, and the delivery leader with high dividends has ushered in an opportunity for performance improvement. The General Administration of Customs will launch the ninth edition of the People's Republic of China Exit/Entry Health Declaration Card at 0: 00 on August 31st. The most obvious change in the ninth edition is the cancellation of the declaration requirements for nucleic acid testing information, previous infections and vaccination dates of entry and exit personnel. Miao Muyang, director of the Industrial Development Department of the Ministry of Culture and Tourism, said at the press conference on August 24th: \"According to the situation of epidemic prevention and control, we dynamically adjusted the opening policy of cultural and tourist places, and further precised the\" fuse \"area of cross-provincial group tourism to the county\".</p><p></li><li><b>Building Materials</b>: There is a bottom in the post-real estate cycle, and the fundamentals are at the bottom. It is not advisable to be excessively pessimistic; The special bonds vigorously issued in the first half of the year are expected to form the physical workload of infrastructure in the second half of the year, and the infrastructure will be flexible in the second half of the year. Pay attention to the building materials leader whose stock price is at the bottom and the real value of \"cash cow\".</p><p><b>4. Risk warning</b></p><p></li></ul>The global economic growth rate is slowing, the monetary policies of China and the United States are not up to expectations, and there are risks of big-country games.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong stocks continue to saw at a low level, reverse thinking layout for a long time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong stocks continue to saw at a low level, reverse thinking layout for a long time\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1065818805\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/ad7f636ec1274a70b86d1fdc1329e0eb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">张忆东策略世界 </p>\n<p class=\"h-time smaller\">2022-09-03 10:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>I. Review: Hong Kong stock market saw repeatedly at the bottom</b></p><p>In mid-March, the judgment of the bottom of the Hong Kong stock market was made, and the overseas market turmoil was predicted in the second quarter. May-June suggests that the rebound of Hong Kong stocks is difficult to achieve overnight. Compared with 2020, the overseas environment, domestic real estate and epidemic repeatedly make economic recovery more difficult. In early July, it was pointed out that the epidemic variables resurfaced, and the Hong Kong stock market will repeatedly saw at the bottom. At the beginning of August, the pattern of sawing at the bottom of Hong Kong stocks continued to be emphasized.</p><p><b>Outlook: There are opportunities in the crisis, China's economy is under pressure, overseas liquidity continues to tighten, and Hong Kong stocks will continue to tug-of-war at the bottom</b></p><p>— — Although the economic recovery is still weak, Hong Kong stocks have already contained many pessimistic expectations, and the profit expectation of Hong Kong stocks in the interim reporting season has ushered in an improvement after whether it is extreme. The 2023 Hang Seng Index consensus EPS growth rate, which has been revised downward since the second quarter of 2021, stopped the downward trend in August 2022. Among them, the information technology industry has rebounded slightly in the past four weeks after experiencing a sharp reduction in its profit forecast.</p><p>— — Progress has been made in Sino-US regulatory cooperation, reducing the risk of liquidity shocks caused by the delisting of Hong Kong stocks, especially Internet companies.</p><p>— — Pay attention to high-prosperity sub-industries and the turning point of some industries. On August 24th, the executive meeting of the State Council proposed to increase the quota of more than 300 billion yuan on the basis that 300 billion yuan of policy development financial instruments have fallen into the project. The prosperity of advanced manufacturing industry supported by the policy continues to remain high. In July, the profits of industrial enterprises showed that in addition to upstream industries, electrical equipment maintained a high growth rate, and automobiles ushered in a significant improvement. The pessimistic expectation of real estate has eased, and the US dollar bond of Chinese real estate has rebounded significantly.</p><p>— — The Federal Reserve hawks, the 0826 Jackson Hole Summit reappears the \"Volcker moment\", and it will take time for the overseas liquidity risk to be lifted. 1) While inflation data fell back in July, inflation remained on a high plateau. The strength of the labor market, rising labor costs, rising food prices, uncertainty in energy prices, persistently high rents, and geopolitical risks between Russia and Ukraine are still supporting the inflation level in the United States. 2) With the November midterm elections looming, anti-inflation remains the political focus of the White House.</p><p><b>3. Investment strategy: defensive counterattack</b></p><p><ul><li>First, the main line is to select stocks with high cost performance in the direction of high prosperity. The energy technology industry chain represented by new energy and new energy vehicles has benefited from the improvement of demand, the recovery of supply chain and the month-on-month decrease in costs.</p><p></li><li>Second, the dilemma is improved. Waiting for the improvement of China's economic expectations and the improvement of industrial regulatory environment to promote the performance of related listed companies from quantitative to qualitative changes, we will select alpha in the Internet, property, food and beverage and medicine.</p><p></li><li>Third, look for the allocation value of \"bond-like assets\" in traditional industries. Based on the long-term allocation of real estate stocks of state-owned enterprises and central enterprises that can obtain low-cost funds and high-quality land reserves, energy stocks of state-owned enterprises and central enterprises with low valuation and high dividends, and the revaluation of the leading value of finance, transportation and building materials after the economic expectation improves.</p><p>Risk warning: global economic growth is declining; The monetary policies of China and the United States fell short of expectations; Great Power Game Risk</p><p></li></ul><b>Report Text</b></p><p><b>1. Review: Hong Kong stock market saw repeatedly at the bottom</b></p><p><b>In mid-March, the judgment of the bottom of the Hong Kong stock market was made, and the overseas market turmoil was predicted in the second quarter. May-June suggests that the rebound of Hong Kong stocks is difficult to achieve overnight. Compared with 2020, the overseas environment, domestic real estate and epidemic repeatedly make economic recovery more difficult. In early July, it was pointed out that the epidemic variables resurfaced, and the Hong Kong stock market will repeatedly saw at the bottom. At the beginning of August, the pattern of sawing at the bottom of Hong Kong stocks continued to be emphasized.</b></p><p><ul><li>On March 16th, \"Irrational Decline\" and Searching for the Power of Self-confidence \"suggested that investors should be optimistic, downplay the short-term madness of\" Mr. Market \", and look more at the essence of investment-the long-term value of enterprises.</p><p></li><li>On May 3rd, \"Warm and cold, the strategic stalemate stage is expected to unfold\" judged that the overall tone of the market turned \"warm\": \"The stage of excessive pessimism about China's fundamentals is expected to pass in May, and confidence will gradually recover\", and the \"cold\" level emphasized the adjustment pressure of overseas markets: \"US stocks may repeat the 'fourth quarter of 2018' in the mid-term\". It is pointed out that \"based on the high transmission of virus mutation, coordinating epidemic prevention and control and economic and social development is facing greater challenges than in 2020\".</p><p></li><li>On June 2nd, \"Fight\" Guerrilla Warfare \"in the Strategic Deadlock Period of Hong Kong Stocks\" made it clear that \"the bottom of the Hong Kong stock market in March can basically be confirmed as the bottom of the market based on many factors of political and economic valuation, and the systemic risk release in the past year or so has basically ended\". The recovery trend of China's economy and listed companies' performance in the medium term can be expected, and we are optimistic about the strategic layout opportunities in the medium term. At the same time, it was pointed out: \"Hong Kong stocks have been devastated by the bear market in the past year or so, and it will take time to rebuild confidence. It is difficult for the market to be overwhelming and achieved overnight\".</p><p></li><li>On July 12th, \"How to lay out Hong Kong stocks at the bottom in a turbulent world\") pointed out that \"under the repeated epidemic, short-term market confidence is difficult to boost\".</p><p></li><li>On August 3rd, \"Winning in Chaos and Doing More in China's Advanced Manufacturing Industry\" pointed out that \"the Hong Kong stock market will still see in the bottom area, but the systemic risk is not big\".</p><p></li></ul><b>2. Outlook: There are opportunities in the crisis, China's economy is under pressure, overseas liquidity continues to tighten, and Hong Kong stocks will continue to tug-of-war at the bottom</b></p><p><b>2.1. Although the economic recovery is still weak, Hong Kong stocks have already contained many pessimistic expectations, and the profit expectation of Hong Kong stocks in the mid-reporting season has improved after whether it is extreme</b></p><p>The 2023 Hang Seng Index consensus EPS growth rate, which has been revised downward since the second quarter of 2021, stopped the downward trend in August 2022. Among them, the information technology industry has rebounded slightly in the past four weeks after experiencing a sharp reduction in its profit forecast.</p><p><img src=\"https://static.tigerbbs.com/4abcef7f945380bcf6ed756c9a5d8be0\" tg-width=\"1080\" tg-height=\"495\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>2.2 Progress has been made in Sino-US regulatory cooperation to reduce the risk of liquidity shock caused by the delisting of Hong Kong stocks, especially Internet companies</b></p><p>Since March, the risk premium of the Hang Seng Index has remained high. Both the risk premium measured by the yield of 10-year U.S. bonds and the yield of 10-year Chinese Treasury Bond are higher than twice the standard deviation of the average since 2011. The risk of delisting of Chinese stocks is one of the important reasons that affect the risk appetite of Hong Kong stocks. In particular, most Internet companies are listed in Hong Kong and the United States, and investors are worried about the liquidity shock caused by a large number of delisting from US stocks.</p><p>\"The China Securities Regulatory Commission and the Ministry of Finance of the People's Republic of China signed an audit supervision cooperation agreement with the Public Company Accounting Supervision Board (PCAOB) of the United States on August 26, 2022, and will start relevant cooperation in the near future.\" According to the relevant person in charge of the CSRC, \"If the follow-up cooperation can meet their respective regulatory needs, it is expected to solve the audit supervision problem of China concept stocks, thus avoiding passive delisting from the United States\".</p><p><img src=\"https://static.tigerbbs.com/d0fda8837eeb214c2177d52e76902924\" tg-width=\"1066\" tg-height=\"489\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>2.3. Pay attention to high-prosperity sub-industries and the turnaround of some industries</b></p><p><b>The economic data from July to August show that the economic recovery is weak, and policies will continue to make efforts to stabilize the economy.</b>On August 24th, the executive meeting of the State Council proposed to increase the quota of more than 300 billion yuan on the basis that 300 billion yuan of policy development financial instruments have fallen into the project.</p><p><b>The prosperity of advanced manufacturing industry supported by the policy continues to remain high.</b>In July, the profits of industrial enterprises showed that in addition to upstream industries, electrical equipment maintained a high growth rate, and automobiles ushered in a significant improvement. In terms of the year-on-year growth rate of accumulated profit from January to July, electrical equipment was 18%; Cars were-14%, a significant improvement from the previous value of-25% in January-June.</p><p><img src=\"https://static.tigerbbs.com/ffc2a262d06343072f542412d614caf0\" tg-width=\"1051\" tg-height=\"521\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>The pessimistic expectation of real estate has eased, and the US dollar bond of Chinese real estate has rebounded significantly.</b>On August 19th, the Dealers Association once again convened a number of private housing enterprises to hold a symposium to discuss how to support private housing enterprises to issue bonds and financing through ChinaBond to enhance the company's credit enhancement support.</p><p><img src=\"https://static.tigerbbs.com/dc39ce31facf981686ad65e0f1417c9b\" tg-width=\"1080\" tg-height=\"555\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>2.4. The Federal Reserve hawks, the 0826 Jackson Hole Summit reappears the \"Volcker moment\", and it will take time for overseas liquidity risks to be lifted</b></p><p><b>0826 Jackson Hole Summit reproduced the \"Volcker moment\", which verified our previous judgment: \"Inflation for recession is actually a policy dilemma\".</b>At the meeting, Powell emphasized that the cost of price instability will be higher than the cost of slower growth and weaker labor market caused by high interest rates; In particular, the summary of the historical experience of the 70s, the \"Volcker moment\" reappears.</p><p>It will take time for the Fed to turn. 1) While inflation data fell back in July, inflation remained on a high plateau. The strength of the labor market, rising labor costs, rising food prices, uncertainty in energy prices, persistently high rents, and geopolitical risks between Russia and Ukraine are still supporting the inflation level in the United States. 2) With the November midterm elections looming, anti-inflation remains the political focus of the White House.</p><p><img src=\"https://static.tigerbbs.com/94d860c5515574a2809997e8b27e9993\" tg-width=\"1073\" tg-height=\"531\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>3. Investment strategy: defensive counterattack</b></p><p><b>First, the main line is to select stocks with high cost performance in the direction of high prosperity.</b>The energy technology industry chain represented by new energy and new energy vehicles has benefited from the improvement of demand, the recovery of supply chain and the month-on-month decrease in costs.</p><p><ul><li><b>Electricity operator</b>: Under the deep concern of yield and electricity price, the valuation of green electricity sector has experienced a significant correction, and recent events have shown the \"correction\" of vicious competition in the industry. After the sector experienced deep suppression, recently, three ministries and commissions set up renewable energy settlement companies, and the power grid took the lead in financing to solve the subsidy gap. As one of the important catalysts of the green power industry in the second half of the year, the solution of subsidy questions is expected to increase the reinvestment capacity of the industry. It is true that the problem of yield is difficult to solve in the short term, but the current share price of the sector has a sufficient margin of safety, and it is optimistic about the growth of installed capacity.</p><p></li><li><b>Wind power</b>: Wind power enterprises have successively disclosed semi-annual reports, showing that the epidemic situation and high raw material prices in the first half of the year led to tight production capacity and pressure on profits. At present, the valuation has fallen back to a historical low. In the second half of the year, construction will start, raw material prices will both usher in improvement, and profits are expected to usher in repair. Enterprises with better cost control and transmission ability are recommended.</p><p></li><li><b>New energy vehicle industry chain</b>: Recent sales data of key car companies exceeded expectations, and a number of new energy models will be launched soon during the year. In terms of investment: Benefiting from this round of stimulus policies, new energy and traditional automobile enterprises are expected to achieve rapid improvement in sales volume and profitability in the second half of the year, and opportunities for related parts and components under the product upgrade driven by the trend of electrification and intelligence.</p><p></li></ul><b>Second, the dilemma is improved.</b>Waiting for the improvement of China's economic expectations and the improvement of industrial regulatory environment to promote the performance of related listed companies from quantitative to qualitative changes, we will select alpha in the Internet, property, food and beverage and medicine.</p><p><ul><li><b>Internet</b>: With the relief of the worry of delisting of Chinese stocks and the improvement of the certainty of the regulatory environment, the volatility of the stock price of the industry is expected to decline. The Internet has shifted from a new economy to a mature format, focusing on performance in the short term. At present, the expectation of short-term recovery implied by the stock price of the Internet sector is relatively pessimistic. If the pressure of epidemic prevention and control eases and the economic recovery marginally improves, the stock price will be flexible. In the medium term, it is expected that there will be opportunities for differentiation based on the secondary growth curve, such as cloud computing and autonomous driving.</p><p></li><li><b>Property management</b>: From the perspective of corporate governance and business operation, property management companies and real estate companies are still highly related, and the property management sector can't get out of the independent market at present. The stabilization of the real estate sector is an important prerequisite for the restoration of the property management sector. Once the real estate sector stabilizes, the property management company will have better business growth and safer financial status, and the valuation will have greater flexibility. We are optimistic about property management companies with high operating independence, strong endogenous growth ability and good profitability quality.</p><p></li><li><b>Food & Beverage</b>: The overall food and beverage segment, represented by beer and dairy, benefited from the continuation of the trend of consumption recovery and the marginal easing of cost pressures such as food prices. In addition, in terms of beer, the hot weather this summer has driven the rapid growth of beer consumption in Q3, which is expected to be realized in the follow-up financial report.</p><p></li><li><b>Medicine</b>: Continue to be optimistic about \"drugs + upstream + consumer medical care\". (Industrial Securities Pharmaceutical Team)</p><p>The reasons for the pharmaceutical sector to be optimistic include: the impact of centralized procurement of generic drugs has gradually bottomed out, the supply side of innovative drugs is expected to produce new explosives (ADC, oligonucleotides, self-immunization, etc.), the commercialization of innovative drugs is gradually beginning, and the value of domestic platforms is emerging (such as the recent cooperation between Sanofi and Innovent Bio), and the global competitiveness of domestic companies is gradually improving. Upstream: The performance of many companies in this track is expected to accelerate in the second half of the year, and the independent and controllable logic is expected to promote the valuation. In the field of consumer medical care, the current prosperity is maintained and the long-term logic is promising. In the short term, factors such as centralized procurement of dental implants interfered with the sentiment of the sector, and it was in a period of phased adjustment, adjusting and accumulating upward kinetic energy.</p><p></li></ul><b>Third, look for the allocation value of \"bond-like assets\" in traditional industries.</b>Based on the long-term allocation of real estate stocks of state-owned enterprises and central enterprises that can obtain low-cost funds and high-quality land reserves, energy stocks of state-owned enterprises and central enterprises with low valuation and high dividends, and the revaluation of the leading value of finance, transportation and building materials after the economic expectation improves.</p><p><ul><li><b>State-owned real estate stocks</b>: At present, the industry is in a vacuum period from the continuous relaxation of policies to the recovery of new home sales, but looking forward to the second half of the year and next year's market may be in two situations: 1) the recovery of new home sales, the effect of policy relaxation will continue; 2) The recovery of new home sales is less than expected, and further relaxation policies will continue to be rolled out until the market recovers. In both cases, the systemic risks of real estate will be lifted, and risky housing enterprises will continue to be cleared. Private real estate companies have neither the willingness nor the ability to add leverage, while state-owned real estate companies that can obtain low-cost funds and high-quality land reserves will benefit from the recovering market.</p><p></li><li><b>SOE Energy Stocks</b>: From the fluctuation of the game cycle to the allocation of high-dividend and value stocks. 1) The profit stability of traditional energy leaders has risen relatively. Under the background of energy structure transformation, the new supply of traditional energy is more restrained. As the risk of geopolitical conflict increases, the already tightly balanced supply and demand relationship becomes more fragile, and the hub of energy price volatility will increase compared with the past 30 years. 2) The capital expenditure of enterprises has been reduced, the proportion available for dividends has been greatly increased, the valuation system has moved from cyclical stocks to value stocks, and the allocation attribute of bond-like stocks has been highlighted.</p><p></li><li><b>Financials</b>: Under the pressure of weak economic expectations + rising risks of housing enterprises + social financing trend, the valuation of the financial sector has experienced a significant correction, and the Dividend rate of the financial sector of Hong Kong stocks has returned to a higher attractive position. With the improvement of economic expectations, the pessimistic expectations of the industry are expected to ease.</p><p></li><li><b>Delivery</b>: The entry-exit policy has changed, the cross-provincial travel fuse policy has been loosened, and the delivery leader with high dividends has ushered in an opportunity for performance improvement. The General Administration of Customs will launch the ninth edition of the People's Republic of China Exit/Entry Health Declaration Card at 0: 00 on August 31st. The most obvious change in the ninth edition is the cancellation of the declaration requirements for nucleic acid testing information, previous infections and vaccination dates of entry and exit personnel. Miao Muyang, director of the Industrial Development Department of the Ministry of Culture and Tourism, said at the press conference on August 24th: \"According to the situation of epidemic prevention and control, we dynamically adjusted the opening policy of cultural and tourist places, and further precised the\" fuse \"area of cross-provincial group tourism to the county\".</p><p></li><li><b>Building Materials</b>: There is a bottom in the post-real estate cycle, and the fundamentals are at the bottom. It is not advisable to be excessively pessimistic; The special bonds vigorously issued in the first half of the year are expected to form the physical workload of infrastructure in the second half of the year, and the infrastructure will be flexible in the second half of the year. Pay attention to the building materials leader whose stock price is at the bottom and the real value of \"cash cow\".</p><p><b>4. Risk warning</b></p><p></li></ul>The global economic growth rate is slowing, the monetary policies of China and the United States are not up to expectations, and there are risks of big-country games.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179759462","content_text":"一、回顾：港股行情在底部反复拉锯3月中旬做出港股市场底的判断，并预判2季度海外市场动荡。5-6月提示港股反弹行情难一蹴而就，相比2020年，海外环境、国内房地产和疫情反复使得经济复苏的难度更大。7月上旬指出疫情变数再起，港股行情将在底部反复拉锯。8月初继续强调港股底部拉锯的格局。二、展望：危中有机，中国经济面临压力、海外流动性继续紧缩，港股仍将继续在底部拉锯战——经济复苏虽然依然较弱，但港股已经包含了诸多悲观预期，中报季港股盈利预期迎来否极之后的改善。自2021年二季度以来持续下调的2023年恒生指数一致预期EPS同比增速，在2022年8月止住了下滑趋势。其中，资讯科技业在经历了盈利预测大幅下调后，最近4周已经出现了小幅回升。——中美监管合作取得进展，降低港股尤其是互联网公司受中概股退市影响引发流动性冲击的风险。——关注高景气的细分行业以及部分行业的转机。8月24日国务院常务会议提出在3000亿元政策性开发性金融工具已落到项目的基础上，再增加3000亿元以上额度。政策支持下的先进制造业景气继续维持高位。7月工业企业利润显示除了上游行业，电气设备维持了高增速，汽车迎来明显改善。房地产悲观预期有所缓解，中资地产美元债显著反弹。——联储放鹰，0826 Jackson Hole峰会重现“沃尔克时刻”，海外流动性风险解除尚待时日。1）虽然7月通胀数据回落，但通胀仍处于高平台。劳动力市场维持强劲、劳动力成本上升，食品价格上涨、能源价格的不确定性、租金持续高位、俄乌地缘风险等问题仍均支撑着美国的通胀水平。2）11月中期选举在即，抗通胀仍是白宫政治重心。三、投资策略：防守反击主线一、高景气方向精选性价比高的股票。以新能源、新能源车为代表的能源科技产业链，受益于需求改善、供应链恢复、成本环比下降。主线二、困境改善。等待中国经济预期改善和产业监管环境改善对相关上市公司业绩从量变到质变的推动，精选互联网、物业、食品饮料、医药中的阿尔法。主线三、在传统行业中寻找“类债券资产”的配置价值。立足长期配置能够获取低成本资金和优质土储的国企央企地产股、低估值高分红的国企央企能源股，以及等待经济预期改善之后金融、交运、建材龙头价值重估。风险提示：全球经济增速下行；中、美货币政策不达预期；大国博弈风险报告正文1、回顾：港股行情在底部反复拉锯3月中旬做出港股市场底的判断，并预判2季度海外市场动荡。5-6月提示港股反弹行情难一蹴而就，相比2020年，海外环境、国内房地产和疫情反复使得经济复苏的难度更大。7月上旬指出疫情变数再起，港股行情将在底部反复拉锯。8月初继续强调港股底部拉锯的格局。3月16日《“非理性下跌”及找寻“自信的力量”》建议投资者可以乐观一点，淡化“市场先生”的短期癫狂，多看投资的本质——企业长期价值。5月3日《乍暖还寒，战略相持阶段有望展开》判断市场整体基调转“暖”：“对中国基本面预期过度悲观的阶段5月份有望过去，信心逐步恢复”，“还寒”层面强调海外市场的调整压力：“美股中期可能重演‘2018年四季度’”。指出“基于病毒变异的高传播性，统筹疫情防控和经济社会发展面临比2020年更大的挑战”。6月2日《港股战略相持期打好“游击战”》明确“3月份港股市场的底部，基于政治经济估值多因素，基本可以确认为市场底，过去一年多的系统性风险释放基本结束”，中期中国经济、上市公司业绩复苏的趋势可以期待，看好中期战略性布局机会。同时指出：“港股经历过去一年多的熊市摧残，信心的重建尚需时日，行情很难势如破竹、一蹴而就”。7月12日《动荡的世界，底部拉锯的港股如何布局》）指出“疫情反复之下，短期市场信心难提振”。8月3日《乱中取胜，做多中国先进制造业》指出“港股市场仍将在底部区域拉锯，但是，系统性风险不大”。2、展望：危中有机，中国经济面临压力、海外流动性继续紧缩，港股仍将继续在底部拉锯战2.1、经济复苏虽然依然较弱，但港股已经包含了诸多悲观预期，中报季港股盈利预期迎来否极之后的改善自2021年二季度以来持续下调的2023年恒生指数一致预期EPS同比增速，在2022年8月止住了下滑趋势。其中，资讯科技业在经历了盈利预测大幅下调后，最近4周已经出现了小幅回升。2.2、中美监管合作取得进展，降低港股尤其是互联网公司受中概股退市影响引发流动性冲击的风险3月以来恒指的风险溢价一直居高不下，无论是以10年期美债收益率还是10年期中国国债收益率衡量的风险溢价都高于2011年以来均值以上两倍标准差。中概股退市风险是影响港股风险偏好的重要原因之一，尤其是互联网公司多为港美两地上市，投资者担忧从美股大量退市引发流动性冲击。“中国证券监督管理委员会、中华人民共和国财政部于2022年8月26日与美国公众公司会计监督委员会（PCAOB）签署审计监管合作协议，将于近期启动相关合作。”根据中国证监会有关负责人答记者问，“如果后续合作可以满足各自监管需求，则有望解决中概股审计监管问题，从而避免自美被动退市”。2.3、关注高景气的细分行业以及部分行业的转机7-8月经济数据显示经济复苏力度乏力，政策将继续发力稳固经济。8月24日国务院常务会议提出在3000亿元政策性开发性金融工具已落到项目的基础上，再增加3000亿元以上额度。政策支持下的先进制造业景气继续维持高位。7月工业企业利润显示除了上游行业，电气设备维持了高增速，汽车迎来明显改善。1-7月累计利润同比增速来看，电气设备为18%；汽车为-14%，较前值1-6月的-25%显著改善。房地产悲观预期有所缓解，中资地产美元债显著反弹。8月19日，交易商协会再次召集多家民营房企召开座谈会，探讨通过中债增进公司增信支持的方式支持民营房企发债融资。2.4、联储放鹰，0826 Jackson Hole峰会重现“沃尔克时刻”，海外流动性风险解除尚待时日0826 Jackson Hole峰会重现“沃尔克时刻”，验证了我们此前的判断：“通胀换衰退，实为政策窘境”。会上鲍威尔重点强调价格不稳定的代价，将比高利率带来增长放缓、劳动力市场疲软的代价更高；特别是对70年代历史经验的总结，“沃尔克时刻”重现。联储转向尚需时日。1）虽然7月通胀数据回落，但通胀仍处于高平台。劳动力市场维持强劲、劳动力成本上升，食品价格上涨、能源价格的不确定性、租金持续高位、俄乌地缘风险等问题仍均支撑着美国的通胀水平。2）11月中期选举在即，抗通胀仍是白宫政治重心。3、投资策略：防守反击主线一、高景气方向精选性价比高的股票。以新能源、新能源车为代表的能源科技产业链，受益于需求改善、供应链恢复、成本环比下降。电力运营商：在收益率和电价的深度担忧下，绿电板块估值经历了显著回调，近期也有事件显示出对行业恶性竞争的“纠偏”。在板块经历深度压制后，近期，三部委成立可再生能源结算公司，电网牵头融资解决补贴缺口。作为绿电行业下半年重要催化之一，补贴问的解决有望增加行业再投资能力。诚然，收益率问题短期难得到解决，但当前板块股价具备足够安全边际，看好装机带来量增的成长性。风电：风电企业陆续披露半年报，显示上半年疫情和原材料价格居高导致产能吃紧，盈利承压。当前估值回落至历史低点，下半年开工、原材料价格将双双迎来改善，盈利有望迎来修复，推荐成本控制及传导能力较好的企业。新能源车产业链: 重点车企近期销量数据超预期，年内多款新能源车型即将推出。投资方面把握：受益本轮刺激政策，下半年销量规模及盈利能力有望实现快速提升的新能源及传统车企，以及电动化及智能化趋势推动产品升级下，相关零部件的机会。主线二、困境改善。等待中国经济预期改善和产业监管环境改善对相关上市公司业绩从量变到质变的推动，精选互联网、物业、食品饮料、医药中的阿尔法。互联网：中概股退市担忧缓解、监管环境确定性提升下，行业股价波动性有望下降。互联网已从新经济转向成熟业态，短期注重业绩，当下互联网板块股价隐含的对短期复苏的预期相对悲观，若疫情防控压力缓解、经济复苏边际转好，股价也有弹性。中期基于二次增长曲线有望迎来分化的机会，比如与云计算、自动驾驶等。物业管理：从公司治理和业务经营层面，物管公司和地产公司仍关连度较高，物管板块目前尚不能走出独立行情，地产板块企稳是物管板块修复的重要前提。地产板块一旦稳住，物管公司有更好的业务成长性，更安全的财务状态，估值将会有更大的弹性。我们看好经营独立性高、内生增长能力强、盈利质量佳的物管公司。食品饮料：啤酒、乳业为代表的食品饮料整体板块受益于消费复苏的趋势延续，以及粮价等成本压力边际缓解。此外，啤酒方面，今年夏季的炎热天气带动Q3啤酒消费高速增长，有望在后续财报中兑现。医药：继续看好“药品+上游+消费医疗”。（兴业证券医药团队）药品板块看好理由包括：仿制药集采影响已逐渐见底、创新药供给端有望诞生新的爆品（ADC、寡核苷酸、自免等）、创新药逐步开始商业化且国内平台价值显现（例如近期赛诺菲和信达生物的合作）、国内公司全球竞争力逐步提升。上游：该赛道较多公司业绩下半年有望加速，且自主可控逻辑有望促使估值提升。消费医疗领域，当前景气度维持、长期逻辑看好。短期受种植牙集采等因素干扰板块情绪，处于阶段性调整期，调整积蓄向上动能。主线三、在传统行业中寻找“类债券资产”的配置价值。立足长期配置能够获取低成本资金和优质土储的国企央企地产股、低估值高分红的国企央企能源股，以及等待经济预期改善之后金融、交运、建材龙头价值重估。国企地产股：目前行业处于政策不断放松到新房销售复苏的真空期，但是展望下半年以及明年的市场可能的两种情况：1）新房销售复苏，政策放松的效应将持续；2）新房销售复苏不及预期，进一步的放松政策将持续推出，直到市场复苏。在两种情况下，房地产的系统性风险会解除，风险房企继续出清，民企地产公司既没有意愿也没有能力加杠杆，而能够获取低成本资金和优质土储的国企地产公司将受益复苏的市场。国企能源股：从博弈周期波动，转向配置高分红、价值股龙头。1）传统能源龙头的利润稳定性相对抬升。能源结构转变大背景下，传统能源的新增供给更加克制。地缘政治冲突风险提升，本就紧平衡的供需关系变得更加脆弱，能源价格波动中枢将较过去30年提升。2）企业资本开支降低，可用于分红的比例大幅提高，估值体系从周期股走向价值股，类债券的配置属性凸显。金融：经济预期偏弱+房企风险抬头+社融趋势承压下，金融板块估值经历显著回调，港股金融板块股息率重新回到较高吸引力的位置，后续随着经济预期改善，行业的悲观预期有望迎来缓解。交运：出入境政策变化，跨省游熔断政策松绑，高分红的交运龙头迎来业绩改善契机。海关总署将于8月31日零时启用第九版《中华人民共和国出／入境健康申明卡》。第九版最为明显的变化是，取消了对出入境人员核酸检测信息、既往感染情况、疫苗接种日期的申报要求。文化和旅游部产业发展司司长缪沐阳8月24日在发布会上表示：“根据疫情防控形势，我们动态调整文化和旅游场所的开放政策，并将跨省团队旅游“熔断”区域进一步精准到县域”。建材：地产后周期“下”有底，基本面筑底，不宜过度悲观；上半年大力发放的专项债有望在下半年形成基建实物工作量，下半年基建有弹性。关注股价处于底部、“现金牛”真价值的建材龙头。4、风险提示全球经济增速下行、中、美货币政策不达预期、大国博弈风险。","news_type":1,"symbols_score_info":{"HSI":0.9,"HSTECH":0.9}},"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}