chang168 personal page - To The Moon

chang168

chang168

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10-31

Hi

@TigerCoinCenter:Register NOW! WWTD24: Project Play

09-05

Hi

@孙哥888:I opened 1 lot(s) $PDD 20250117 120.0 CALL$ ,Long pdd at current price. Will add more if it dips further

07-22

Great event with Amazing rewards. Good good good

07-22

Amazing rewards. Perfect

04-29

[财迷] [财迷] [财迷] [财迷] [财迷] [财迷]

@jethro:🙂 nice, keep up with the good work 😁

04-29

Thanks for sharing....[财迷] [财迷]

04-29

I hope so

@Kashcash:Ok, great analysis Hope market is up 2day

04-29

Good option

@TigerClub:[Trade Feed] @Optionspuppy: Generating $500~1K Monthly Income through Premiums & Dividends

04-29

Thank for me

@jethro:Thanks for sharing 😁

2023-11-06

Happy halloween, fun game with big prize

2023-11-04

happy halloween day.

2023-11-03

nice game, enjoy the game

2023-10-31

Happy halloween,[笑哭] [笑哭] [笑哭]

2023-10-30

Great and nice

@TigerEvents:Join Tiger's Halloween Fun! Win Big!

2023-10-30

Tiger halloween fun, great

2023-06-22

Upupup......upupup. .....

2023-06-20

Up up up ......... ........

2023-06-19

Upupup......

@猫姐美股投资: 6月18日一週美股覆盤，喊牛市喊半年SPX轉眼快到4600，下週咋辦？SPX標普QQQ納斯達克, VIX, 美元DXY美國國債TNX特斯拉TSLA英偉達NVDA, COIN, SHOP；交易心得分享等

2023-06-19

Upupup........

@Tiger_Earnings:Stocks Rose to All-Time-High: MSFT, AAPL, ORCL & LEN

2023-06-19

Upupup........

@KYHBKO:Economic Calendar (19Jun2023) - Powell testifies this week

Go to Tiger App to see more news

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WWTD24: Project Play","htmlText":"What Would Tiger Do (WWTD) is back for its third edition, and this year’s theme is “Project Play”!We’re transforming investing into a playground of fun and games, and you won’t want to miss it!🗓 Mark your calendars: November 9-10, 2024 📍 Where: Suntec City, Convention Centre L1 Atrium (Outside H&amp;M) 🕙 Doors open: 10 AM – 10 PM (Last entry at 9 PM)FREE registration <a target=\"_blank\" href=\"https://www.itiger.com/sg/marketing/wwtd2024\">here</a>, plus you'll stand a chance to win an exclusive Tiger Brokers Play Pack worth $130!At Project Play, everyone—young and young at heart—can enjoy a full day of fun. 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Will add more if it dips further","listText":"I opened 1 lot(s) <a href=\"https://ttm.financial/OPT/PDD 20250117 120.0 CALL\">$PDD 20250117 120.0 CALL$&nbsp;</a> ,Long pdd at current price. Will add more if it dips further","text":"I opened 1 lot(s) $PDD 20250117 120.0 CALL$ ,Long pdd at current price. Will add more if it dips further","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343551334064344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330340768759856,"gmtCreate":1721655220071,"gmtModify":1721655240268,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Great event with Amazing rewards. Good good good","listText":"Great event with Amazing rewards. Good good good","text":"Great event with Amazing rewards. Good good good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330340768759856","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330339177451576,"gmtCreate":1721655122408,"gmtModify":1721655126845,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Amazing rewards. Perfect","listText":"Amazing rewards. Perfect","text":"Amazing rewards. Perfect","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330339177451576","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300374474719304,"gmtCreate":1714353126602,"gmtModify":1714353130121,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"[财迷] [财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300374474719304","repostId":"300373447028968","repostType":1,"repost":{"id":300373447028968,"gmtCreate":1714352870607,"gmtModify":1714352874091,"author":{"id":"4103089604754610","authorId":"4103089604754610","name":"jethro","avatar":"https://static.tigerbbs.com/445b4765728802a2e3b3795587bae0a3","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103089604754610","authorIdStr":"4103089604754610"},"themes":[],"htmlText":"🙂 nice, keep up with the good work 😁&nbsp;","listText":"🙂 nice, keep up with the good work 😁&nbsp;","text":"🙂 nice, keep up with the good work 😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300373447028968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300374747594888,"gmtCreate":1714353101194,"gmtModify":1714353106820,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Thanks for sharing....[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"Thanks for sharing....[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"Thanks for sharing....[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/300374747594888","isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300374568763520,"gmtCreate":1714353057040,"gmtModify":1714353060581,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"I hope so","listText":"I hope so","text":"I hope so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300374568763520","repostId":"300364979257576","repostType":1,"repost":{"id":300364979257576,"gmtCreate":1714350803281,"gmtModify":1714350812417,"author":{"id":"4100751041151730","authorId":"4100751041151730","name":"Kashcash","avatar":"https://static.tigerbbs.com/4d17f23ce73e57fb4a2b14f667700929","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100751041151730","authorIdStr":"4100751041151730"},"themes":[],"htmlText":"Ok, great analysis&nbsp; Hope market is up 2day","listText":"Ok, great analysis&nbsp; Hope market is up 2day","text":"Ok, great analysis Hope market is up 2day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300364979257576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300373811900528,"gmtCreate":1714352955016,"gmtModify":1714352958514,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Good option","listText":"Good option","text":"Good option","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300373811900528","repostId":"299426115092480","repostType":1,"repost":{"id":299426115092480,"gmtCreate":1714107835444,"gmtModify":1714114802174,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667671414981","authorIdStr":"3527667671414981"},"themes":[],"title":"[Trade Feed] @Optionspuppy: Generating $500~1K Monthly Income through Premiums & Dividends","htmlText":"<a href=\"https://ttm.financial/U/4089501973615070\">@Optionspuppy</a> has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on <a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a> , <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> , <a href=\"https://ttm.financial/S/MFC\">$Manulife(MFC)$</a> , <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> , and <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a year-t","listText":"<a href=\"https://ttm.financial/U/4089501973615070\">@Optionspuppy</a> has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on <a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a> , <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> , <a href=\"https://ttm.financial/S/MFC\">$Manulife(MFC)$</a> , <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> , and <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a year-t","text":"@Optionspuppy has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on $Invesco NASDAQ 100 ETF(QQQM)$ , $Palantir Technologies Inc.(PLTR)$ , $Manulife(MFC)$ , $Alphabet(GOOG)$ , and $Apple(AAPL)$ , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a 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They are <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> , <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> and <a href=\"https://ttm.financial/S/LEN\">$Lennar(LEN)$</a> .1. <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> rose to a new high of $351.47 on 16th&nbsp;June.Microsoft's shares have reached a record high following positive remarks from analysts at JPMorgan Chase regarding the company's growth prospects in artificial intelligence (AI). The stock rose to $351.47, surpassing its previous all-time high reached in November 2021.This surge in share price coincided with a br","text":"As $S&P 500(.SPX)$ continues to break out, several stocks hit all-time-high. 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With Covid19 behind us, more are willing to spend on services (and experiences) over products. There will be a point of equilibrium when we return a balance of both products and services. Homes related. There are a few data like “Building Permits (May)” &amp; “Existing Home Sales (May)”. These are good references on how the US housing market is. The market is facing high price largely due to the limited quantity available. There ar","listText":"Public Holidays Nil for Singapore Juneteenth ~ 19 June 2023 in the USA Dragon Boat Festival ~ 22 June 2023 in Hong Kong, 22-23 June 2023 in China Economic Calendar (19Jun2023) Economic Calendar starting 19 Jun 2023 Notable Highlights Services PMI -&nbsp;This is a good reference to the expected demand for services where a figure greater than 50 represents growth. With Covid19 behind us, more are willing to spend on services (and experiences) over products. There will be a point of equilibrium when we return a balance of both products and services. Homes related. There are a few data like “Building Permits (May)” &amp; “Existing Home Sales (May)”. These are good references on how the US housing market is. The market is facing high price largely due to the limited quantity available. There ar","text":"Public Holidays Nil for Singapore Juneteenth ~ 19 June 2023 in the USA Dragon Boat Festival ~ 22 June 2023 in Hong Kong, 22-23 June 2023 in China Economic Calendar (19Jun2023) Economic Calendar starting 19 Jun 2023 Notable Highlights Services PMI - This is a good reference to the expected demand for services where a figure greater than 50 represents growth. With Covid19 behind us, more are willing to spend on services (and experiences) over products. There will be a point of equilibrium when we return a balance of both products and services. Homes related. There are a few data like “Building Permits (May)” & “Existing Home Sales (May)”. These are good references on how the US housing market is. The market is facing high price largely due to the limited quantity available. There ar","images":[{"img":"https://community-static.tradeup.com/news/587c1e64213d12eef59f38d3e9d6953c","width":"1062","height":"778"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188623435059448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":300374747594888,"gmtCreate":1714353101194,"gmtModify":1714353106820,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Thanks for sharing....[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"Thanks for sharing....[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"Thanks for sharing....[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/300374747594888","isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949122220,"gmtCreate":1678447352660,"gmtModify":1678447356391,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949122220","repostId":"2318544263","repostType":4,"repost":{"id":"2318544263","pubTimestamp":1678462287,"share":"https://ttm.financial/m/news/2318544263?lang=&edition=fundamental","pubTime":"2023-03-10 23:31","market":"us","language":"en","title":"2 Stocks That Turned $10,000 Into $24,000 (or More)","url":"https://stock-news.laohu8.com/highlight/detail?id=2318544263","media":"Motley Fool","summary":"Consumer staples stocks aren't exciting, but they are reliable. And given enough time, that can easily double your money.","content":"<html><head></head><body><p>Over the past decade, <b>Procter &amp; Gamble</b> and <b>Clorox</b> have more than doubled investors&#39; money, when you include reinvested dividends. That&#39;s actually pretty impressive given that these two companies hail from the stodgy consumer staples sector, known for slow and steady growth. What&#39;s interesting here perhaps isn&#39;t the dollar figures, but rather the recent trends at each of these industry heavyweights.</p><h2>The big-picture numbers</h2><p>Over the past 10 years, Procter &amp; Gamble turned a $10,000 investment into around $18,000 based on stock price appreciation alone. Those same figures are roughly what you would see with Clorox as well.</p><p>But when you take their dividends into account (via reinvestment), the ending value jumps to around $24,000 for each. That&#39;s pretty impressive and easily beats out a lot of competitors in the consumer staples sector (though there are others that have stronger performances).</p><p>The really interesting thing here is that P&amp;G was facing notable business headwinds before shifting gears in the latter part of the previous decade. Since that point, when it jettisoned a large number of small brands so it could focus on its largest labels, it has done quite well.</p><p>For example, even as inflation has pressured the company&#39;s margins, it has been able to push through price increases while growing or maintaining share in its most important market and product categories. Yes, earnings have fallen off a little, but that&#39;s to be expected when inflation is raging.</p><p>Overall, investors have been very well rewarded for owning Procter &amp; Gamble. And there&#39;s no sign that&#39;s going to change. Notably, the company has now increased its dividend annually for 67 consecutive years, making it a highly elite Dividend King. The most recent hike, in April of 2022, was roughly 5%. While not earth-shattering, it was a sign of the company&#39;s boring and reliable trend of consistently rewarding investors.</p><p>With an attractive portfolio of highly valuable brands, Procter &amp; Gamble is probably a solid option for long-term investors today even though its 2.65% dividend yield isn&#39;t as high as it has been in the past.</p><p>This brings up Clorox&#39;s 3.05% yield, which is a bit higher, but actually toward the high end of the company&#39;s historical range.</p><p><img src=\"https://static.tigerbbs.com/6a9a29007ffedf7da9aa09f9f6e66638\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/></p><p>PG data by YCharts.</p><h2>Getting back on track</h2><p>Whereas P&amp;G faced material headwinds early in the last decade, Clorox faces headwinds today. And that could set up an interesting buying point for long-term dividend investors, noting that Clorox increased its dividend annually for more than four decades. On some level, Clorox is facing the same inflation troubles that have tripped up P&amp;G of late. But Clorox&#39;s current problems also stem from the unusual supply and demand dynamics created by the pandemic.</p><p>Clorox&#39;s namesake product line is tied tightly with cleaning supplies, which saw a huge increase in demand in the early days of the pandemic. That resulted in very strong financial performance as the company capitalized on it by expanding its product line. It even needed to hire contract manufacturers to keep up, a costly move. But strategically, it helped the company keep retailers&#39; shelves filled. Investors bid the stock higher as a play on the global health scare.</p><p>As the world learned to live with the coronavirus, and that demand subsided, sales of cleaning products fell and investors jumped ship. Then inflation hit, further crimping the company&#39;s margins.</p><p>The pessimism surrounding the stock, really just the other side of the unbridled optimism in 2020, has been a huge headwind. But, like P&amp;G in the past, Clorox is working hard to get things back in order. For example, it got rid of the high-cost contract manufacturing it needed during the pandemic, among other cost-cutting moves. It has also been aggressively increasing prices to offset inflation.</p><p>But what&#39;s really interesting is that management believes the fiscal second quarter of 2023 was a turning point for margins. That suggests that things will get brighter in the quarter ahead, which might lead investors to place a higher valuation on the shares. If you are looking for a stock that&#39;s on sale today, Clorox could be worth a closer look.</p><h2>Same place, different stories</h2><p>With a $330 billion market cap, P&amp;G is an industry giant. The recent episode in which it slimmed down its portfolio and improved results is a testament to its long-term strength and a reason conservative dividend investors might want to own it -- even if the stock is fully valued.</p><p>Clorox, with a market cap of $19 billion, is tiny by comparison. However, it looks like it is on sale and, like P&amp;G not too long ago, is taking action to fix a struggling business. If that plays out well, there&#39;s every reason to believe a higher stock price will be the end result.</p><p>More aggressive types, and those who like turnarounds, will likely find this story attractive, noting that even with today&#39;s headwinds, Clorox&#39;s growth-oriented business has still been as strong a stock performer as P&amp;G over the past decade.</p></body></html>","source":"fool_stock","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>2 Stocks That Turned $10,000 Into $24,000 (or More)</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\">\n2 Stocks That Turned $10,000 Into $24,000 (or More)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-10 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/09/2-stocks-that-turned-10000-into-24000-or-more/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the past decade, Procter & Gamble and Clorox have more than doubled investors' money, when you include reinvested dividends. That's actually pretty impressive given that these two companies hail ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/09/2-stocks-that-turned-10000-into-24000-or-more/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLX":"高乐氏","PG":"宝洁"},"source_url":"https://www.fool.com/investing/2023/03/09/2-stocks-that-turned-10000-into-24000-or-more/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318544263","content_text":"Over the past decade, Procter & Gamble and Clorox have more than doubled investors' money, when you include reinvested dividends. That's actually pretty impressive given that these two companies hail from the stodgy consumer staples sector, known for slow and steady growth. What's interesting here perhaps isn't the dollar figures, but rather the recent trends at each of these industry heavyweights.The big-picture numbersOver the past 10 years, Procter & Gamble turned a $10,000 investment into around $18,000 based on stock price appreciation alone. Those same figures are roughly what you would see with Clorox as well.But when you take their dividends into account (via reinvestment), the ending value jumps to around $24,000 for each. That's pretty impressive and easily beats out a lot of competitors in the consumer staples sector (though there are others that have stronger performances).The really interesting thing here is that P&G was facing notable business headwinds before shifting gears in the latter part of the previous decade. Since that point, when it jettisoned a large number of small brands so it could focus on its largest labels, it has done quite well.For example, even as inflation has pressured the company's margins, it has been able to push through price increases while growing or maintaining share in its most important market and product categories. Yes, earnings have fallen off a little, but that's to be expected when inflation is raging.Overall, investors have been very well rewarded for owning Procter & Gamble. And there's no sign that's going to change. Notably, the company has now increased its dividend annually for 67 consecutive years, making it a highly elite Dividend King. The most recent hike, in April of 2022, was roughly 5%. While not earth-shattering, it was a sign of the company's boring and reliable trend of consistently rewarding investors.With an attractive portfolio of highly valuable brands, Procter & Gamble is probably a solid option for long-term investors today even though its 2.65% dividend yield isn't as high as it has been in the past.This brings up Clorox's 3.05% yield, which is a bit higher, but actually toward the high end of the company's historical range.PG data by YCharts.Getting back on trackWhereas P&G faced material headwinds early in the last decade, Clorox faces headwinds today. And that could set up an interesting buying point for long-term dividend investors, noting that Clorox increased its dividend annually for more than four decades. On some level, Clorox is facing the same inflation troubles that have tripped up P&G of late. But Clorox's current problems also stem from the unusual supply and demand dynamics created by the pandemic.Clorox's namesake product line is tied tightly with cleaning supplies, which saw a huge increase in demand in the early days of the pandemic. That resulted in very strong financial performance as the company capitalized on it by expanding its product line. It even needed to hire contract manufacturers to keep up, a costly move. But strategically, it helped the company keep retailers' shelves filled. Investors bid the stock higher as a play on the global health scare.As the world learned to live with the coronavirus, and that demand subsided, sales of cleaning products fell and investors jumped ship. Then inflation hit, further crimping the company's margins.The pessimism surrounding the stock, really just the other side of the unbridled optimism in 2020, has been a huge headwind. But, like P&G in the past, Clorox is working hard to get things back in order. For example, it got rid of the high-cost contract manufacturing it needed during the pandemic, among other cost-cutting moves. It has also been aggressively increasing prices to offset inflation.But what's really interesting is that management believes the fiscal second quarter of 2023 was a turning point for margins. That suggests that things will get brighter in the quarter ahead, which might lead investors to place a higher valuation on the shares. If you are looking for a stock that's on sale today, Clorox could be worth a closer look.Same place, different storiesWith a $330 billion market cap, P&G is an industry giant. The recent episode in which it slimmed down its portfolio and improved results is a testament to its long-term strength and a reason conservative dividend investors might want to own it -- even if the stock is fully valued.Clorox, with a market cap of $19 billion, is tiny by comparison. However, it looks like it is on sale and, like P&G not too long ago, is taking action to fix a struggling business. If that plays out well, there's every reason to believe a higher stock price will be the end result.More aggressive types, and those who like turnarounds, will likely find this story attractive, noting that even with today's headwinds, Clorox's growth-oriented business has still been as strong a stock performer as P&G over the past decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860703123,"gmtCreate":1632206425162,"gmtModify":1676530725295,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"title":"us stock","htmlText":"Apple share&nbsp;can buy?????Any us syock caN buy????????????????????how about tesla ?","listText":"Apple share&nbsp;can buy?????Any us syock caN buy????????????????????how about tesla ?","text":"Apple share can buy?????Any us syock caN buy????????????????????how about tesla ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/860703123","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000315","authorId":"9000000000000315","name":"弹力绳22","avatar":"https://static.tigerbbs.com/9a2c539bd7eff494d3755975b44673ef","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000315","authorIdStr":"9000000000000315"},"content":"How's Tesla Motors? The answer to this question depends on the length of your position.","text":"How's Tesla Motors? The answer to this question depends on the length of your position.","html":"How's Tesla Motors? The answer to this question depends on the length of your position."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949122735,"gmtCreate":1678447390528,"gmtModify":1678447394464,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949122735","repostId":"2318293571","repostType":4,"repost":{"id":"2318293571","pubTimestamp":1678462102,"share":"https://ttm.financial/m/news/2318293571?lang=&edition=fundamental","pubTime":"2023-03-10 23:28","market":"us","language":"en","title":"3 Premier Dividend Stocks Yielding 3% to Buy Without Hesitation","url":"https://stock-news.laohu8.com/highlight/detail?id=2318293571","media":"Motley Fool","summary":"These companies offer above-average dividend yields and growth prospects.","content":"<html><head></head><body><p>The data on dividends is powerful: Over the last 50 years, dividend-paying stocks have outperformed their non-paying peers by 2 to 1 (with 9.6% average annual total returns for dividend payers vs. 4.8% returns for non-payers, according to data from Ned Davis Research and <b>Hartford</b> Funds). Companies that steadily increase their dividends perform even better, with 10.7% annualized total returns.</p><p>Three companies that offer a compelling combination of an above-average dividend yield and an above-average dividend growth rate are <b>American Tower</b>, <b>Brookfield Infrastructure</b>, and <b>Broadcom</b>. They could produce premier returns in the coming years, which makes them great dividend stocks to buy without hesitation.</p><h2>A reacceleration awaits</h2><p>Data infrastructure company American Tower currently yields 3.2%, nearly double the <b>S&amp;P 500</b>&#39;s 1.7% dividend yield. That&#39;s its highest level since converting to a real estate investment trust (REIT) in 2012. Driving up American Tower&#39;s yield are a slumping stock price this year amid continued dividend growth.</p><p>American Tower has increased its dividend at a compound annual growth rate (CAGR) of more than 20% since initiating the payment in 2012. While dividend growth has slowed in recent years, it&#39;s still well above average. The REIT increased its payout by 12.5% last year, and expects to raise the dividend another 10% in 2023.</p><p>It is facing some near-term headwinds that will impact earnings growth this year. However, growth should reaccelerate in 2024 and beyond as those issues fade, and the long-term tailwind of swelling data demand will drive the need for more data infrastructure like cell towers and data centers. This trend should allow the REIT to raise its dividend at a healthy rate for years to come, and continue producing strong total returns. Since converting to a REIT and initiating a dividend in 2012, American Tower has generated a 13.4% average annual total return.</p><h2>The potential for premier returns to continue</h2><p>Brookfield Infrastructure is a unique opportunity these days. The corporate shares (Brookfield Infrastructure Corporation) yield 3.5%, while the partnership units (Brookfield Infrastructure Partners) offer an even bigger yield of 4.6%, due to a head-scratching disconnect between the two economically equivalent entities. While the partnership units are a more attractive value these days, either option is worth buying for its total return potential.</p><p>Brookfield Infrastructure has done an exceptional job growing value for investors over the years. The company has expanded its distribution to investors at a CAGR of around 10% since its formation in 2009. That has enabled it to produce powerful annualized total returns of 17% ever since.</p><p>And it should be able to continue raising its payout in the future. Brookfield Infrastructure expects its funds from operations (FFO) to grow this year by 12% to 15% per share. Driving that outlook are strong organic growth drivers -- inflation-linked contractual rate increases and expansion projects -- and its capital recycling program.</p><p>The company expects organic catalysts to drive 6% to 9% growth in FFO per share over the long term, with capital recycling providing an additional boost to the bottom line. That would easily support its long-term plan to increase the payout at 5% to 9% annually.</p><h2>A free-cash-flow machine</h2><p>Broadcom yields around 3% these days, depending on the market&#39;s mood. That gives it one of the more attractive payouts in the technology sector.</p><p>Broadcom has done a phenomenal job growing its dividend over the years. The company, which specializes in semiconductors and infrastructure software solutions, has increased its payout for 12 straight years since it initiated a dividend in its 2011 fiscal year. It has increased its payout by a staggering 6,470% since then, including another 12% last year. Over the last decade, Broadcom has delivered a stunning 37.2% annualized total return.</p><p>The technology company should be able to continue raising its dividend. Its policy is to pay shareholders 50% of its prior fiscal year&#39;s free cash flow (FCF) in dividends. Free cash flow was up 16% to $3.9 billion in its fiscal first quarter, and it expects stronger FCF in the second quarter. That sets investors up for another sizable dividend increase next year.</p><p>Meanwhile, the company continues to make investments to drive future growth. Last year it agreed to acquire <b>VMWare</b> for $61 billion in cash and stock, to accelerate its software business&#39;s scale and growth opportunities. While regulators might quash that deal, Broadcom has the financial strength to find other opportunities to scale its software business and increase its cash flow and dividend.</p><h2>Premier dividend stocks</h2><p>American Tower, Brookfield Infrastructure, and Broadcom offer attractive dividends, and should be able to continue growing them at above-average rates. That should enable this trio to continue producing premium total returns, making them great stocks to buy right now.</p></body></html>","source":"fool_stock","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>3 Premier Dividend Stocks Yielding 3% to Buy Without Hesitation</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\">\n3 Premier Dividend Stocks Yielding 3% to Buy Without Hesitation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-10 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/09/3-premier-dividend-stocks-yielding-3-buy-without-h/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The data on dividends is powerful: Over the last 50 years, dividend-paying stocks have outperformed their non-paying peers by 2 to 1 (with 9.6% average annual total returns for dividend payers vs. ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/09/3-premier-dividend-stocks-yielding-3-buy-without-h/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","BIP":"布鲁克菲尔德公共建设","AMT":"美国电塔"},"source_url":"https://www.fool.com/investing/2023/03/09/3-premier-dividend-stocks-yielding-3-buy-without-h/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318293571","content_text":"The data on dividends is powerful: Over the last 50 years, dividend-paying stocks have outperformed their non-paying peers by 2 to 1 (with 9.6% average annual total returns for dividend payers vs. 4.8% returns for non-payers, according to data from Ned Davis Research and Hartford Funds). Companies that steadily increase their dividends perform even better, with 10.7% annualized total returns.Three companies that offer a compelling combination of an above-average dividend yield and an above-average dividend growth rate are American Tower, Brookfield Infrastructure, and Broadcom. They could produce premier returns in the coming years, which makes them great dividend stocks to buy without hesitation.A reacceleration awaitsData infrastructure company American Tower currently yields 3.2%, nearly double the S&P 500's 1.7% dividend yield. That's its highest level since converting to a real estate investment trust (REIT) in 2012. Driving up American Tower's yield are a slumping stock price this year amid continued dividend growth.American Tower has increased its dividend at a compound annual growth rate (CAGR) of more than 20% since initiating the payment in 2012. While dividend growth has slowed in recent years, it's still well above average. The REIT increased its payout by 12.5% last year, and expects to raise the dividend another 10% in 2023.It is facing some near-term headwinds that will impact earnings growth this year. However, growth should reaccelerate in 2024 and beyond as those issues fade, and the long-term tailwind of swelling data demand will drive the need for more data infrastructure like cell towers and data centers. This trend should allow the REIT to raise its dividend at a healthy rate for years to come, and continue producing strong total returns. Since converting to a REIT and initiating a dividend in 2012, American Tower has generated a 13.4% average annual total return.The potential for premier returns to continueBrookfield Infrastructure is a unique opportunity these days. The corporate shares (Brookfield Infrastructure Corporation) yield 3.5%, while the partnership units (Brookfield Infrastructure Partners) offer an even bigger yield of 4.6%, due to a head-scratching disconnect between the two economically equivalent entities. While the partnership units are a more attractive value these days, either option is worth buying for its total return potential.Brookfield Infrastructure has done an exceptional job growing value for investors over the years. The company has expanded its distribution to investors at a CAGR of around 10% since its formation in 2009. That has enabled it to produce powerful annualized total returns of 17% ever since.And it should be able to continue raising its payout in the future. Brookfield Infrastructure expects its funds from operations (FFO) to grow this year by 12% to 15% per share. Driving that outlook are strong organic growth drivers -- inflation-linked contractual rate increases and expansion projects -- and its capital recycling program.The company expects organic catalysts to drive 6% to 9% growth in FFO per share over the long term, with capital recycling providing an additional boost to the bottom line. That would easily support its long-term plan to increase the payout at 5% to 9% annually.A free-cash-flow machineBroadcom yields around 3% these days, depending on the market's mood. That gives it one of the more attractive payouts in the technology sector.Broadcom has done a phenomenal job growing its dividend over the years. The company, which specializes in semiconductors and infrastructure software solutions, has increased its payout for 12 straight years since it initiated a dividend in its 2011 fiscal year. It has increased its payout by a staggering 6,470% since then, including another 12% last year. Over the last decade, Broadcom has delivered a stunning 37.2% annualized total return.The technology company should be able to continue raising its dividend. Its policy is to pay shareholders 50% of its prior fiscal year's free cash flow (FCF) in dividends. Free cash flow was up 16% to $3.9 billion in its fiscal first quarter, and it expects stronger FCF in the second quarter. That sets investors up for another sizable dividend increase next year.Meanwhile, the company continues to make investments to drive future growth. Last year it agreed to acquire VMWare for $61 billion in cash and stock, to accelerate its software business's scale and growth opportunities. While regulators might quash that deal, Broadcom has the financial strength to find other opportunities to scale its software business and increase its cash flow and dividend.Premier dividend stocksAmerican Tower, Brookfield Infrastructure, and Broadcom offer attractive dividends, and should be able to continue growing them at above-average rates. That should enable this trio to continue producing premium total returns, making them great stocks to buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949122493,"gmtCreate":1678447373512,"gmtModify":1678447376788,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949122493","repostId":"1158592891","repostType":4,"repost":{"id":"1158592891","pubTimestamp":1678462197,"share":"https://ttm.financial/m/news/1158592891?lang=&edition=fundamental","pubTime":"2023-03-10 23:29","market":"us","language":"en","title":"Caution! 3 AI Stocks That Will Fail to Deliver on the AI Hype","url":"https://stock-news.laohu8.com/highlight/detail?id=1158592891","media":"InvestorPlace","summary":"Artificial intelligence is the next big thing, but not all AI stocks are created equal.C3.ai(AI): Th","content":"<html><head></head><body><ul><li>Artificial intelligence is the next big thing, but not all AI stocks are created equal.</li><li><b>C3.ai</b>(<b><u>AI</u></b>): The company has solid technology but isn’t nearly as levered to ChatGPT-style AI as investors might think.</li><li><b>BuzzFeed</b>(<b><u>BZFD</u></b>): BuzzFeed’s move to employ AI content generation is unlikely to bring readers back to its websites.</li><li><b>SoundHound AI</b>(<b><u>SOUN</u></b>): SoundHound AI is small and is cutting costs, which doesn’t suggest that its technology is at a breakthrough point.</li></ul><p>Artificial intelligence, or AI, has become the next big thing for technology investors. As traders have gotten tired of past themes such as cryptocurrency and Web 3.0, it was time for a new idea to take hold. And AI has done just that.</p><p>Thanks to ChatGPT, people are getting their first real taste of the possibilities of consumer-focused AI products. Other products, such as image generation AI, have also hit the mainstream this year. AI appears to be on the verge of making a major leap in its commercial prospects.</p><p>That said, not all companies that ride the AI wave will do so profitability. With any new technology, many companies come along that can ride the hype cycle without necessarily ever converting that into lasting revenues or profitability. Here are three AI-related stocks that have less going for them than it might seem at first glance.</p><p><b>C3.Ai (AI)</b></p><p>Arguably, the best thing <b>C3.ai</b>(NYSE:<b><u>AI</u></b>) has nowadays is its ticker symbol. For investors wanting to ride the artificial intelligence wave, AI stock certainly has the right name to garner attention.</p><p>However, the hype has arguably gotten ahead of the actual business. C3.ai is involved in artificial intelligence, but not in the way that you might be thinking. C3 offers deep data analysis for industrial purposes such as care and maintenance of factories, refineries, chemical plants and so on. This sort of predictive intelligence can improve industrial efficiency and is worth a lot when employed properly.</p><p>But this sort of AI is far removed from the excitement we’ve seen around ChatGPT and other consumer-facing products. Long story short, C3.ai has promising technology, but it’s not what investors might popularly associate with artificial intelligence. And to the extent people are buying AI stock thanks to excitement around ChatGPT, that sentiment is likely misplaced.</p><p>Finally, it’s worth noting that C3.ai is currently not growing. In fact, in its recently announced quarterly results, revenues fell 4.5% year-over-year to$67 million. This is simply not that large or successful of a business yet, and it will take more than AI-related enthusiasm for the company to reach profitability.</p><p><b>BuzzFeed (BZFD)</b></p><p><b>BuzzFeed</b>(NASDAQ: <b><u>BZFD</u></b>) is a media company that operates websites such as <i>BuzzFeed News</i> and <i>HuffPost</i>. The company was once viewed as a pioneering firm that had developed a unique voice and appeal with younger readers. However, BuzzFeed’s star has fallen in recent years. The company’s SPAC was not well received, and shares quickly lost most of their value.</p><p>In January, however, BuzzFeed shares tripled in a single day. This came on news that the company would start to use artificial intelligence to help in creating some of its content. BuzzFeed tends to run lots of viral content involving lists and quizzes. It’s possible that employing AI could help BuzzFeed with some of its content needs.</p><p>That said, this seems more like a publicity stunt than a real change in business strategy. Ultimately, BuzzFeed needs to create engaging content to build and broaden its brands. Cheap AI-influenced content is unlikely to move the needle on that front. BuzzFeed is running sizable operating losses, and the company faces significant challenges in trying to reach profitability going forward. The company’s AI efforts are unlikely to meaningfully change the story.</p><p><b>SoundHound AI (SOUN)</b></p><p><b>SoundHound AI</b>(NASDAQ: <b><u>SOUN</u></b>) is a company focused on AI technologies for voice applications. Artificially generated voices have improved greatly in quality in recent years, which starts to unlock a significant number of potential commercial uses.</p><p>SoundHound AI has not yet managed to capture a large part of that potential market, however. It generated just $31 million of revenues in 2022, which is not a large number for a company with a $490 million market capitalization.</p><p>Also, of note, SoundHound AI announced that it would be restructuring the business this year while lowering investments in some product verticals. In doing so, SoundHound AI hopes to cut operating costs 40% while focusing more of its resources to its restaurant industry voice AI product. SOUN stock jumped thanks to the broader wave of interest in AI stocks. However, as SoundHound has a small revenue base and has been cutting costs, it doesn’t appear to be at an inflection point in terms of product adoption.</p></body></html>","source":"investorplace","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>Caution! 3 AI Stocks That Will Fail to Deliver on the AI Hype</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\">\nCaution! 3 AI Stocks That Will Fail to Deliver on the AI Hype\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-10 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/caution-3-ai-stocks-that-will-fail-to-deliver/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence is the next big thing, but not all AI stocks are created equal.C3.ai(AI): The company has solid technology but isn’t nearly as levered to ChatGPT-style AI as investors might ...</p>\n\n<a href=\"https://investorplace.com/2023/03/caution-3-ai-stocks-that-will-fail-to-deliver/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc.","SOUN":"SoundHound AI Inc","BZFD":"Buzzfeed"},"source_url":"https://investorplace.com/2023/03/caution-3-ai-stocks-that-will-fail-to-deliver/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158592891","content_text":"Artificial intelligence is the next big thing, but not all AI stocks are created equal.C3.ai(AI): The company has solid technology but isn’t nearly as levered to ChatGPT-style AI as investors might think.BuzzFeed(BZFD): BuzzFeed’s move to employ AI content generation is unlikely to bring readers back to its websites.SoundHound AI(SOUN): SoundHound AI is small and is cutting costs, which doesn’t suggest that its technology is at a breakthrough point.Artificial intelligence, or AI, has become the next big thing for technology investors. As traders have gotten tired of past themes such as cryptocurrency and Web 3.0, it was time for a new idea to take hold. And AI has done just that.Thanks to ChatGPT, people are getting their first real taste of the possibilities of consumer-focused AI products. Other products, such as image generation AI, have also hit the mainstream this year. AI appears to be on the verge of making a major leap in its commercial prospects.That said, not all companies that ride the AI wave will do so profitability. With any new technology, many companies come along that can ride the hype cycle without necessarily ever converting that into lasting revenues or profitability. Here are three AI-related stocks that have less going for them than it might seem at first glance.C3.Ai (AI)Arguably, the best thing C3.ai(NYSE:AI) has nowadays is its ticker symbol. For investors wanting to ride the artificial intelligence wave, AI stock certainly has the right name to garner attention.However, the hype has arguably gotten ahead of the actual business. C3.ai is involved in artificial intelligence, but not in the way that you might be thinking. C3 offers deep data analysis for industrial purposes such as care and maintenance of factories, refineries, chemical plants and so on. This sort of predictive intelligence can improve industrial efficiency and is worth a lot when employed properly.But this sort of AI is far removed from the excitement we’ve seen around ChatGPT and other consumer-facing products. Long story short, C3.ai has promising technology, but it’s not what investors might popularly associate with artificial intelligence. And to the extent people are buying AI stock thanks to excitement around ChatGPT, that sentiment is likely misplaced.Finally, it’s worth noting that C3.ai is currently not growing. In fact, in its recently announced quarterly results, revenues fell 4.5% year-over-year to$67 million. This is simply not that large or successful of a business yet, and it will take more than AI-related enthusiasm for the company to reach profitability.BuzzFeed (BZFD)BuzzFeed(NASDAQ: BZFD) is a media company that operates websites such as BuzzFeed News and HuffPost. The company was once viewed as a pioneering firm that had developed a unique voice and appeal with younger readers. However, BuzzFeed’s star has fallen in recent years. The company’s SPAC was not well received, and shares quickly lost most of their value.In January, however, BuzzFeed shares tripled in a single day. This came on news that the company would start to use artificial intelligence to help in creating some of its content. BuzzFeed tends to run lots of viral content involving lists and quizzes. It’s possible that employing AI could help BuzzFeed with some of its content needs.That said, this seems more like a publicity stunt than a real change in business strategy. Ultimately, BuzzFeed needs to create engaging content to build and broaden its brands. Cheap AI-influenced content is unlikely to move the needle on that front. BuzzFeed is running sizable operating losses, and the company faces significant challenges in trying to reach profitability going forward. The company’s AI efforts are unlikely to meaningfully change the story.SoundHound AI (SOUN)SoundHound AI(NASDAQ: SOUN) is a company focused on AI technologies for voice applications. Artificially generated voices have improved greatly in quality in recent years, which starts to unlock a significant number of potential commercial uses.SoundHound AI has not yet managed to capture a large part of that potential market, however. It generated just $31 million of revenues in 2022, which is not a large number for a company with a $490 million market capitalization.Also, of note, SoundHound AI announced that it would be restructuring the business this year while lowering investments in some product verticals. In doing so, SoundHound AI hopes to cut operating costs 40% while focusing more of its resources to its restaurant industry voice AI product. SOUN stock jumped thanks to the broader wave of interest in AI stocks. However, as SoundHound has a small revenue base and has been cutting costs, it doesn’t appear to be at an inflection point in terms of product adoption.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098192161,"gmtCreate":1644036686677,"gmtModify":1676533885213,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"up","listText":"up","text":"up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098192161","repostId":"2209341682","repostType":4,"repost":{"id":"2209341682","pubTimestamp":1644027738,"share":"https://ttm.financial/m/news/2209341682?lang=&edition=fundamental","pubTime":"2022-02-05 10:22","market":"hk","language":"zh","title":"2月港股策略：“春季躁动”行情或已启动","url":"https://stock-news.laohu8.com/highlight/detail?id=2209341682","media":"格隆汇","summary":"要点一月港股指数震荡上涨，后半段回吐部分涨幅一月港股震荡上涨，主要受益于有宏观经济预期得到改善和货币政策发力。国家统计局公布的GDP四季度同比增速为4.0%高于预期，宏观经济稳定提振了市场的信心。央行","content":"<html><head></head><body><p><b>要点</b></p><p>一月港股指数震荡上涨，后半段回吐部分涨幅</p><p><b>一月港股震荡上涨，主要受益于有宏观经济预期得到改善和货币政策发力。</b>国家统计局公布的GDP四季度同比增速为4.0%高于预期，宏观经济稳定提振了市场的信心。央行先后开展了逆回购和下调LPR利率操作，结合12月份的降准，货币政策逐渐宽松对股市产生利好。但同时由于国际局势存在不稳定因素并且美联储会议释放出流动性超预期收紧的预期，使得港股在后半段回吐部分涨幅。截止2022年1月28日，恒生指数、恒生国企指数、恒生中国指数、恒生科技指数1月涨跌幅分别为1.75%，-0.13%，0.67%，-5.06%。</p><p>货币政策开始发力，市场预期得到改善</p><p><b>宏观经济经济整体稳定，市场预期得到改善</b>。GDP四季度同比增速4.0%，前值4.9%，市场预期3.8%。<b>货币政策开始发力</b>。央行近期宽松措施不断，不断有利于激发市场融资需求，提振市场信心。<b>基础建设投资增速探底已经基本完成。</b>1月10日国常会从政策和资金两个方面对基建进行了支持，<b>预计一季度基建部分将会持续发力，稳定宏观经济增长。</b></p><p><b>海外市场不确定性仍存</b></p><p><b>近期俄乌局势持续紧张</b>，<b>中美关系增加港股不确定性</b>。俄乌局势变化影响港股市场。同时近期美国制裁三家中国军工企业。中美关系的变化始终影响港股市场的风险偏好，拜登政府今年面临中期选举，可能对华维持强硬态度争取鹰派选票，也增加了港股市场的不稳定性。</p><p><b>美股走势受到加息预期的影响，2月上涨空间有限。</b>历史上加息预期较高的月份美股均出现显著调整。若2月公布的美联储会议纪要中美联储官员对于加息、缩表进程的表述超出市场预期，将会再次推升美债实际收益率及市场恐慌情绪，为美股估值带来下行压力。</p><p><b>稳增长政策有望催化港股“春季躁动”</b></p><p>2022年稳经济政策将不断加码且持续发力，从而抬升市场情绪，港股“春季躁动”行情仍可期。行业配置方面建议关注：1）反垄断政策密集期已过，估值有望修复的互联网行业。2）基建投资增速将有所修复,“稳增长”行业如地产和建筑将继续受益。</p><p><b>光大港股二月重点推荐组合：</b><a href=\"https://laohu8.com/S/00817\">中国金茂</a>、<a href=\"https://laohu8.com/S/01755\">新城悦服务</a>、<a href=\"https://laohu8.com/S/03996\">中国能源建设</a>、<a href=\"https://laohu8.com/S/601800\">中国交建</a>、<a href=\"https://laohu8.com/S/00291\">华润啤酒</a>（0291.HK）、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>、<a href=\"https://laohu8.com/S/00772\">阅文集团</a>、<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/00268\">金蝶国际</a>、<a href=\"https://laohu8.com/S/688180\">君实生物</a>、<a href=\"https://laohu8.com/S/01093\">石药集团</a><b>标的详细情况及逻辑请参见正文。</b></p><p><b>风险分析</b>：1、通胀超预期回升；2、海外市场波动加大；3、中美关系波动。<img src=\"https://static.tigerbbs.com/ef76f13362f844b33fad4f93cc029bc0\" tg-width=\"1080\" tg-height=\"763\" referrerpolicy=\"no-referrer\"/><b>正文</b></p><h3><b>01</b></h3><h3><b>内部向好，外部趋紧</b></h3><p><b>1.1 一月港股指数前半段上涨，后半段回吐涨幅</b></p><p><b>一月港股指数指数前半段呈上涨趋势，主要受益于有宏观经济预期得到改善和货币政策发力。</b>财新社2021年12月中国制造业PMI为50.90，国家统计局公布的GDP四季度同比增速为4.0%高于预期，稳增长政策也开始持续发力。宏观经济稳定提振了市场的信心。1月以来，央行先后开展了逆回购和下调LPR利率操作，结合12月份的降准，货币政策逐渐宽松对股市产生利好</p><p><b>港股在后半段回吐涨幅。</b>但同时由于国际局势存在不稳定因素并且美联储会议释放出流动性超预期收紧的预期，使得港股在后半段回吐涨幅。截止2022年1月28日，恒生指数、恒生国企指数、恒生中国指数、恒生科技指数1月涨跌幅分别为1.75%，-0.13%，0.67%，-5.06%。<img src=\"https://static.tigerbbs.com/7189247d9de57f5d37c05a97947c3476\" tg-width=\"890\" tg-height=\"626\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/8224de3f1083258db1779c2585f95d0c\" tg-width=\"900\" tg-height=\"624\" referrerpolicy=\"no-referrer\"/><b>1.2 货币政策开始发力，市场预期得到改善</b></p><p><b>宏观经济整体稳定，市场预期得到改善。</b>财新社公布的2021年12月中国制造业PMI为50.90，环比上升2.00%。国家统计局公布的数据显示GDP四季度同比增速4.0%，前值4.9%，市场预期3.8%；12月除社零外，宏观经济数据整体符合预期或好于预期，市场预期得到改善。</p><p><b>货币政策开始发力。</b>1月17日，人民银行开展7000亿元中期借贷便利（MLF）操作和1000亿元公开市场逆回购操作，中期借贷便利（MLF）操作和公开市场逆回购操作的中标利率均下降10个基点。18日国新办2021年金融统计数据新闻发布会，强调货币政策要充足发力，把货币政策工具箱开得再大一些[1]；20日下调贷款市场报价利率，1年期LPR为3.7%，下调10个基点；5年期以上LPR为4.6%，下调5个基点，为2020年4月来首次。结合12月份央行降准操作，近期货币政策发力，有利于激发市场融资需求，提振市场信心。<img src=\"https://static.tigerbbs.com/a719a8992023bb38293770344d5f127e\" tg-width=\"1080\" tg-height=\"596\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/55f75dc25c4170aeee99e57f64a5b37b\" tg-width=\"882\" tg-height=\"622\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/721308ba2178ef3f57fb7bcec99bf9a5\" tg-width=\"876\" tg-height=\"616\" referrerpolicy=\"no-referrer\"/></p><p><b>基础建设投资增速探底已基本完成，预计一季度基建部分将会持续发力稳定宏观经济增长。</b>12月基础建设投资触底反弹，累计同比增速为0.21%，基建投资增速探底已经基本完成。1月10日国常会要加快推进“十四五”规划《纲要》确定的102项重大工程项目和专项规划重点项目实施；按照资金跟着项目走的要求，尽快将去年四季度发行的1.2万亿元地方政府专项债券资金落到具体项目。从政策和资金两个方面对基建进行了支持，预计一季度基建部分将会持续发力稳定宏观经济增长。</p><p><img src=\"https://static.tigerbbs.com/1352205df0f020d6c1baec2ecc942607\" tg-width=\"1080\" tg-height=\"599\" referrerpolicy=\"no-referrer\"/></p><p><b>1.3 南向资金维持净流入，海外ETF基金录得正值</b></p><p><b>内地资金维持对港股的整体信心。</b>1月南向资金维持净流入，本月累计净流入438.25亿港币，主要流入<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、快手-W、<a href=\"https://laohu8.com/S/CHL\">中国移动</a>、<a href=\"https://laohu8.com/S/01918\">融创中国</a>、<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>等互联网及地产板块；主要流出舜宇光学科技、<a href=\"https://laohu8.com/S/00836\">华润电力</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/00388\">香港交易所</a>等电子、汽车及医药板块。往后看，当前AH溢价仍处于处于历史阶段性高点，南向资金维持净流入。</p><p><b>主要投资于港股的ETF基金净流入录得大额正值。</b>中概互联网ETF（KraneShares CSI China Internet）、安硕中国大盘股ETF及安硕<a href=\"https://laohu8.com/S/HMCH.UK\">MSCI中国ETF</a>本月均录得大幅净流入。虽然美联储流动性在收紧，但随着1月针对平台经济规范健康发展的政策出台，海外资金对港股核心资产的信心亦有所恢复。<img src=\"https://static.tigerbbs.com/be224f2e8ea8cf622457025f2b879028\" tg-width=\"880\" tg-height=\"660\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/82c18451aa01d730d918b736b2633757\" tg-width=\"874\" tg-height=\"654\" referrerpolicy=\"no-referrer\"/><b>1.4 海外市场不确定性仍存</b></p><p><b>近期俄乌局势持续紧张。</b>1月19日乌克兰呼吁美国立即制裁俄罗斯，1月24日俄媒体称乌克兰在停火线附近集结军队，近期五角大楼表示会在东欧部署8500名士兵加强对俄罗斯的威慑。美股、欧股及俄罗斯股市一度大幅回调，港股及A股也受到波及。当地时间1月26日，在巴黎举行长达数小时的“诺曼底模式”会谈后，俄罗斯和乌克兰谈判代表同意，“无条件地”遵守乌克兰东部的永久停火协议。[1]若俄乌双方冲突再次升级，来自海外市场的冲击将不可避免影响港股。</p><p><b>美国对中企的制裁值得关注。</b>美国近期对中国药企的制裁引发了港股医疗行业大跌，1月21日美国对中国<a href=\"https://laohu8.com/S/000901\">航天科技</a>集团一院、中国航天科工集团四院及保利科技公司三家科技企业进行制裁[2]。中美关系的变化始终影响港股市场的风险偏好，拜登政府今年面临中期选举，可能对华维持强硬态度争取鹰派选票，也增加了港股市场的不稳定性。<img src=\"https://static.tigerbbs.com/cda3367b7c9045a66b41823bc92c487e\" tg-width=\"1080\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/></p><p><b>美股走势受到加息预期的影响。</b>回顾2015年，除了6月希腊债务危机以及8月中国经济数据疲弱引发的美股波动外，标普500在2015年的其他时间段走势基本与市场的加息预期（此处以通过联邦基金利率期货计算的2015年12月的隐含加息次数来表示）呈现此消彼长的走势。市场分别在2月末、5月末及11月末对3月、6月和12月的FOMC会议进行加息操作的预期较高，在当月美股均出现显著调整。这也就不难解释，随着加息预期在今年1月的急剧升温，美股发生较大幅度的回调。</p><p><b>本轮与上一轮加息周期的宏观背景不同，因此本轮加息预期升温阶段美股回调幅度更大。</b>2015年同时CPI处于低位，距离美联储2%的长期目标水平还有不少空间，因此市场预期美联储加息节奏不会太快。然而当前CPI持续高涨，推动美联储加息预期升温。因此，本次市场加息预期升温更快，美股回调幅度高于上一轮。<img src=\"https://static.tigerbbs.com/88cd5ceccb895ded90bc0f9ff753344f\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"/><b>美联储超预期紧缩的可能性仍存，美股2月上涨空间有限。</b>1月FOMC货币政策会议基调偏“鹰”。主席鲍威尔多次强调本轮复苏比上一轮更强，并表示支持3月提高利率，缩表将在加息后一段时间内启动。“鹰”派表述增加市场超预期紧缩风险。2月将公布1月FOMC会议纪要，若届时会议纪要中美联储官员对于加息、缩表进程的表述超出市场预期，将会再次推升美债实际收益率及市场恐慌情绪，为美股估值带来下行压力。<img src=\"https://static.tigerbbs.com/eaa250716693d2a0502d5c4456ffd166\" tg-width=\"886\" tg-height=\"664\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/cad8687fc2cbd2f7b08a15bc08b57294\" tg-width=\"880\" tg-height=\"628\" referrerpolicy=\"no-referrer\"/><b>02</b></p><h3><b>市场观点与行业配置</b></h3><p><b>我们看好港股未来的修复空间，稳增长政策有望催化港股“春季躁动”。</b>港股近期逆势上涨的市场表现侧面印证港股仍具配置价值，“春季躁动”行情或已启动。1月20日，央行宣布将一年期LPR下调10bp指3.7%，5年起LPR下调5bp至4.6%。随着人民银行接连全面降准以及调降政策利率，我们认为信用有望由稳转宽，无论是流动性层面，还是盈利层面，均对股市形成利好。[1] 由此可见，2022年稳经济政策将不断加码且持续发力，从而抬升市场情绪，港股“春季躁动”行情仍可期。</p><p><b>把握“春季躁动”期间的收益率对投资者至关重要。</b>从历史经验来看，在恒指收跌的多数年份，“春季躁动”都能录得较好的涨幅。因此把握好“春季躁动”期间的收益率大概率能领跑全年。</p><p>[1] 光大宏观团队《怎么看降息的幅度与节奏？》高瑞东、刘文豪，2022年1月18日<img src=\"https://static.tigerbbs.com/82a8010506646374d78c93624e3a0745\" tg-width=\"1080\" tg-height=\"1051\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/63541d8dc4e1650067cacf466a74d037\" tg-width=\"1080\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/>行业配置方面建议关注：1）反垄断政策密集期已过，估值有望修复的互联网行业。2）受益于国内基建预期升温，景气度边际改善的机械和建筑行业。</p><p><b>科网巨头开年以来走势分化，恒指震荡上行。</b>1月多数互联网龙头录得上涨，其中快手-W涨幅超过18%、<a href=\"https://laohu8.com/S/06618\">京东健康</a>和同城旅行分别上涨14%和11%，而腾讯和<a href=\"https://laohu8.com/S/JD\">京东</a>集团-sw涨幅均超过5%、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>-sw仅录得0.16%的涨幅。而<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>则是导致恒指阶段下行的主因之一，自年初以来下跌超过20%，再创股价新低。</p><p><b>反垄断监管常态化，科网板块有望修复。</b>1月5日，据国家市场监督管理总局网站消息，市场监管总局公布13起反垄断行政处罚案件，涉及腾讯、哔哩哔哩、阿里巴巴等企业。[1]但此次罚款力度较浅，多数为50万元的行政处罚，市场对此反应不大。而近期国家发展改革委等部门联合发表《关于推动平台经济规范健康持续发展的若干意见》，显示监管部门对平台经济发展整体表示肯定，而针对平台监管规范的思路也逐渐明晰。[2]因此后续的针对反垄断监管的重心将转向相关条款细则以及落实阶段，互联网板块有望逐步“脱敏”，重回基本面及以行业自身发展为主导。</p><p><b>反垄断政策密集期已过，行业低估值仍具配置性价比。</b>恒生科技与A股与美股科技指数的估值差仍居高位，随着互联网反垄断逐步常态化，即便后续因为细分领域监管政策的修补完善，仍会造成互联网板块一定的波动，但因市场反应逐步钝化，互联网或将迎来修复性反弹。<img src=\"https://static.tigerbbs.com/f1d21aa5351329c6414806ab484caa3e\" tg-width=\"890\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/a1771a6988f213fd38d26d98c8af1bc6\" tg-width=\"878\" tg-height=\"612\" referrerpolicy=\"no-referrer\"/><b>基建投资增速将有所修复，有望带动相关板块景气上行。</b>基建作为这一轮跨周期调节和“稳增长”的主要抓手。1月10日国常会要求要加快推进“十四五”规划《纲要》确定的102项重大工程项目和专项规划重点项目实施；专项债券资金尽快落到具体项目。1月20日住建部会议明确基建发力方向，其中新型城市基础建设和城市管道更新改造是重点。随着“十四五”重大项目近期的加速开工，基建投资增速将有所修复，并且有望带动相关板块景气上行。</p><p><b>固定资产投资增速上行区间，“稳增长”相关行业表现居前。</b>据统计2010年以来的五次固定资产投资增速上行区间的市场表现，在这五次区间中，整体表现最强的板块包括如家电、地产、建筑、电力、交通运输等典型受益于稳增长的行业。并且在每一次上行区间中，都有“稳增长”相关行业表现位居前列。<img src=\"https://static.tigerbbs.com/72857abe40af1076fe7f223ab19b6d40\" tg-width=\"878\" tg-height=\"624\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/febd7e04d9d9a7d7f086cb68413a505e\" tg-width=\"886\" tg-height=\"622\" referrerpolicy=\"no-referrer\"/></p><h3><b>03</b></h3><h3><b>二月重点推荐组合</b></h3><p>我们根据前述的市场及行业比较逻辑，梳理如下12支股票作为2022年2月重点推荐标的：中国金茂、新城悦服务、中国能源建设、中国交建、华润啤酒、舜宇光学科技、快手-W、阅文集团、华虹半导体、金蝶国际（0268.HK）、<a href=\"https://laohu8.com/S/01877\">君实生物</a>、石药集团。</p><p><b>3.1 中国金茂</b></p><p><b> 推荐逻辑：高基数下销售保持增长，毛利率有望逐步企稳</b></p><p><b>1）公司产品力较强，高基数下2021全年销售面积增长17%。</b>公司产品力较强，高基数下2021年销售保持增长。2020年销售金额2311亿元yoy+44%，销售面积1129万平方米yoy+51%；2022年1月6日公司发布2021全年销售数据（不含租金收入），截至2021年12月31日，累计销售金额（已签约）为2356亿元人民币yoy+1.95%；累计销售面积为1320万平方米yoy+17%。此外，公司已认购（未签约）的销售金额为65亿元人民币。</p><p><b>2）前期强势销售支持全年结算，流动性超预期紧张和疫情反复影响施工进度。</b>2021年1-9月，公司营收约369亿元，同比大幅提升112%；展望2021全年，我们认为公司前期强势销售将有力支撑全年结算，但2021年四季度房地产行业流动性超预期紧张及新冠疫情的点状散发，或将对公司施工进度和竣工数据造成一定的影响。我们下调2021年全年营收增速约为53%（原为72%），其中城市及物业开发板块的全年增速约为55%（原为75%）。</p><p><b>3）房地产行业内部竞争激烈，公司毛利率仍处于磨底中，有望逐步企稳。</b>随着2017-2018年高价土地项目逐步进入结算周期，叠加当前购房者预期和房地产行业悲观情绪的恢复尚需一定时间，行业内部竞争激烈，短期遏制行业整体盈利水平，公司的毛利率水平仍处于磨底过程中。我们预测2021全年的整体毛利率为19.5%（2020年为20.2%，2021年中报为20.3%，2021年三季报为19.2%）。展望后续，我们认为随着高地价项目逐步结算完毕，城市运营拿地项目占比提升（公司已累计锁定或获取超过30个城市运营项目），房地产行业悲观情绪缓解，居民购房意愿提升，公司的毛利率水平有望逐步企稳。</p><p><b>4）“三道红线”绿档，信用优势明显，拟以金茂服务的股份派发实物特别股息。</b>截至2021年中期，公司剔除预收资产负债率为68.9%，净负债率为51.6%，现金短债比为1.26，“三道红线”绿档；上半年公司平均借贷成本仅4.01%（对比2020年4.42%，2019年4.92%），信用优势明显。2022年1月18日，公司公告称拟以实物分派金茂服务股份的方式，向合格股东派发特别股息（前提是须待金茂服务全球发售落实并与其同步进行）。</p><p><b>投资建议：维持“买入”评级</b></p><p>1月20日5年期LPR利率下调5bp，按揭贷款投放有望得到进一步支持，资本市场对优质龙头房企的关注度持续提升。公司销售维持强势，结算大幅提升，估值具备较强吸引力，维持“买入”评级。</p><p><b>风险提示：</b></p><p>地产行业调控政策严厉程度和持续时间或超预期；销售进度受限于银行贷款集中度管理或不及预期；疫情反复项目施工和结算进度或不及预期。</p><p><b>3.2  新城悦服务（1755.HK）</b></p><p><b>推荐逻辑：经营发展良好，业绩增速较高，外拓质量提升，结构持续优化</b></p><p><b>1）2021H1，公司实现营业收入18.77亿元，同比增长53.6%；实现归母净利润2.86亿元，同比增长51.6%，业绩增速较高。</b>截至2021年6月末，公司合约面积达2.5亿平方米，较2020年末增长23.1%；在管面积达1.2亿平方米，较2020年末增长20.7%；合约/在管面积比达2.05；在管面积中来自于第三方的面积占比约42.8%，较2020年末提高约2.1pct.。其中，非住宅项目的在管面积占比达到约12%，非居业态拓展步伐加快。我们预计公司2021年末的在管面积与合约面积将分别达到1.5亿和2.7亿平方米。</p><p><b>2）截至2021年6月末，公司在管面积前三大区域为江苏省、浙江省和山东省，占比为39.8%、11.6%、10.2%，区域布局较侧重高能级城市，初步完成涵盖住宅、办公楼、产业园、医院、学校的业态布局，外拓质量提升，结构持续优化；</b>同时新培育业务增长较快，2021年H1，餐饮服务收入4050万元，同比增长353.2%；设施管理服务收入5670万元，同比增长78.6%；小区零售及便民服务收入5720万元，同比增长161.0%。</p><p><b>3）三大机构给予“新城系”正向评级，信用风险较小。公司关联方“新城系”</b>财务状况稳定，信用风险较小，治理结构优化；近期三大国际评级机构均宣布了<a href=\"https://laohu8.com/S/01030\">新城发展</a>（1030.HK）和<a href=\"https://laohu8.com/S/601155\">新城控股</a>（601155.SH）（简称“新城系”）的正向评级。12月1日惠誉将“新城系”长期外币发行人评级由“BB”上调至“BB+”，展望“稳定”，同时上调ESG评级；12月2日标普维持“新城系”长期发行人信用评级为“BB+”，展望“稳定”；9月<a href=\"https://laohu8.com/S/MCO\">穆迪</a>维持“新城系”的“Ba1”企业家族评级；我们认为公司基本面发展情况较好，关联方信用风险较小，受资本市场对个别房企信用风险的悲观情绪影响，近期股价回调幅度较大，价值低估明显，已具备较好配置价值。</p><p><b>投资建议：维持“买入”评级</b></p><p>央行定调“两维护”，房地产行业“β系数”健康，恒大“α风险”修复进入执行阶段；央行全面降准0.5个百分点，释放长期资金1.2万亿利好“杠杆稳健型”民企地产；中央经济工作会议重申“房住不炒”再提“因城施策”，部分区域的购房限制措施将逐步退出，资本市场对房地产板块的关注度和信心将逐步提升。</p><p>公司业绩增速较高，新业务增长明显，外拓结构不断优化，近期关联方获三大评级机构正向评级，信用风险较小，估值具备较强吸引力，当前具备较好配置价值，维持“买入”评级。</p><p><b>风险提示：</b></p><p>人力资源成本上升风险；外拓不及预期风险；应收账款减值风险。</p><p><b>3.3 中国能源建设</b></p><p><b>推荐逻辑：发电运营资产预计显著增长，光伏储能受益于行业景气度提升</b></p><p><b>1）电力工程业务稳步扩张，吸并<a href=\"https://laohu8.com/S/600068\">葛洲坝</a>提升竞争优势：</b>2020年度，公司新签合同额达5,778.28亿元，同增11.04%，工程建设业务新签合同额为人民币5,565.62亿元，同增11.93%，占公司总订单金额的96.32%；2021H1，公司新签合同额达4,832.89亿元，完成年度新签合同额计划的74.7%，同增58.2%。公司吸并葛洲坝，将整合葛洲坝新能源建设优势资源，有利于消除同业竞争，打开市场区域布局，加强公司产业链竞争优势。公司吸收合并葛洲坝后，原葛洲坝其他股东持有公司总股本的27.99%，<a href=\"https://laohu8.com/S/601868\">中国能建</a>集团直接及间接合计持有公司总股本的45.06%，仍为公司的控股股东。</p><p><b>2）公司为电力建设领军企业，延伸至运营“EPC+O”水到渠成：</b>公司代表我国电力设计领域的最高水平，控股股东所属电力规划<a href=\"https://laohu8.com/S/603357\">设计总院</a>是“国家电力规划研究中心”依托单位；公司火电建设为世界最高水平，核电建设业务市占率全国第一，水电建设水平世界领先，新能源建设业务国内市占率超20%，能源输送通道工程承包多项世界第一；公司项目承包资质优秀，EPC业务覆盖领域广、业务能力强；公司提供全产业链、全生命周期的一站式综合服务，电力建设延伸至运营水到渠成。</p><p><b>3）携手<a href=\"https://laohu8.com/S/300750\">宁德时代</a>参与储能，签约政府布局新能源投资：</b>公司光伏屋顶和储能项目质量优秀：2021年8月，中国能建山西院总承包建设的世界最大内陆浮体<a href=\"https://laohu8.com/S/000591\">太阳能</a>发电厂之一的新加坡胜科腾格浮体太阳能发电厂建成启用。公司与宁德时代签订战略合作协议，“十四五”期间双方将在储能领域全面开展深度合作；2021H1，公司与多地政府签约新能源投资框架协议或战略合作框架协议。</p><p><b>4）发电资产有望价值重估，“十四五”期间装机量预计高速增长：</b>对标行业龙头公司，根据光大建筑建材团队在8月份的测算结果，中国能源建设发电运营资产价值约277亿元；“十四五”期间公司力争控股新能源装机容量达20GW以上，约为目前新能源总控股装机量的14倍。</p><p><b>投资建议：维持“买入”评级</b></p><p>中国能源建设在电力建设及运营投资领域有竞争优势，20年及21H1新签订单稳步增长，为公司后期业绩带来确定性。我们看好公司在“十四五”期间新能源发电运营资产规模快速增长带来的价值重估及经营利润增长，维持“买入”评级。</p><p><b> 风险提示：</b></p><p>下游发电运营项目建设需求不及预期风险；发电运营资产投资进度慢于预期。</p><p><b>3.4 中国交建</b></p><p><b>推荐逻辑：营收与盈利实现稳健双增长，期间费用率显著改善</b></p><p><b>1）营收与盈利实现稳健双增长：2021年Q1-Q3，公司营业收入5162.17亿元，同比增长25.99%，</b>较2019年同期增长37.49%，两年平均复合增长率17.26%，完成年度目标计划的75%（今年的年度计划目标较去年年度计划目标增长10%）。营业利润实现228.37亿元，同比增长48.68%，较2019年同期增长32.22%，两年平均复合增长率14.99%。归属于母公司股东的净利润为149.65亿元，每股收益0.86元。</p><p><b>2）新签合同额增长较快，城建、铁建和疏浚业务新签订单增速亮眼：</b>2021年Q1-Q3，新签合同总额10067.13亿元，同增36.58%，完成年度计划的86%。其中，基建建设业务、基建设计业务、疏浚业务和其他业务分别为8908.07亿元、362.00亿元、705.16亿元和91.90亿元，分别同增35.04%、41.06%、52.89%和63.35%。基建建设业务中，港口建设、道路与桥梁建设、铁路建设、城市建设和境外工程的新签合同金额分别为405.59亿元、2455.81亿元、132.86亿元、4708.04亿元和1205.77亿元，分别同增36.36%、30.07%、61.30%、55.81%和-7.77%，城市建设在高基数的基础上保持高增速，表现亮眼。新签合同的增长主要受益于境内城市综合开发、市政建设、道路与桥梁、环保等业务领域投资与建设的增加。</p><p><b>3）经营性现金流净流出增加，期间费用率显著改善：</b>2021前三季度，公司经营性活动现金流净流出585亿元，较上年同期净流出增加200亿元，主要是付现比提升幅度高于收现比提升幅度所致：报告期收现比为89.79%，同增2.90pcts，付现比为105.01%，同增7.76pcts。公司综合毛利率为11.57%，同增-0.91pct；销售、管理、研发和财务费用率，分别为0.23%、2.89%、3.42%和1.04%，同增0.03pct、-0.76pct、0.04 pct和-0.83pct，综合期间费用率合计7.58%，同减1.52pcts，期间费用率显著改善。</p><p><b>投资建议：维持“买入”评级</b></p><p>中国交建营收与盈利实现稳健双增长，前三季度新签合同额增长较快，城市建设、铁建建设和疏浚业务新签订单增速亮眼，尤其城建业务在高基数的基础上保持同增56%的高增速，竞争力强劲。公司经营性现金流净流出增加，期间费用率显著改善，维持公司“买入”评级。</p><p><b>风险提示：</b></p><p>疫情影响恶化、建筑业需求大幅下滑、固定资产投资景气度下降、融资成本快速上升、汇率大幅波动<b>。</b></p><p><b>3.5 华润啤酒</b></p><p><b>推荐逻辑：业绩短期承压，长期高端化趋势坚定</b></p><p><b>1）产品结构升级顺利，拉动业绩稳步增长。</b>在行业高端化态势持续的2021年，华润啤酒业绩继续保持稳健增长，我们预计全年营业收入有望实现334.7亿元，yoy+6.4%。收入的增长主要依靠结构提升带来的吨酒价增长，我们预计吨酒价yoy+6.6%，吨量则受到疫情反复及天气因素影响，yoy-0.1%。从产品结构看，公司次高端及以上产品维持良好增长态势，我们预计该价格带（8元及以上）2021年全年同比增速达30%，主力单品SuperX以及喜力均保持了较好增速：预计SuperX2021年突破40w吨大关，喜力则增长至30w+吨，我们预计两款产品的出色表现将在2022年持续。此外，公司60w吨级的大单品雪花纯生将有望重新被激活，我们预计2022年公司将更多的向纯生倾斜资源，该款产品有望在未来1-2年成长为百万吨级别大单品，另一方面，2022年纯生亦有较高换装提价概率。虽然纯生是一个全国推广的高端价格带主力大单品，但在华润的部分强势区域仍有较大的渗透率提升空间。<b>我们认为在量增+提价的带动下，纯生将成为2022年华润高端价格带贡献边际增长的重要大单品。</b>得益于公司中高端产品表现较好，我们预计2021年公司毛利率提升1.6Pct至39.9%。考虑到2021年公司加大品牌宣传力度，预计销售费用率将有所提升。综合来看，我们预计公司核心EBIT将增长21.7%至48亿元，核心净利润将增长24.2%至35.9亿元。</p><p><b>2）多维发力高端，扩大竞争优势。</b>当前华润进军高端的目标坚定，发展战略清晰。公司根据不同市场的高端化程度&amp;雪花市场份额的不同，灵活调整策略以持续扩大公司高端价格带份额。另一方面，公司更加重视对于优质客户的持续赋能：“铸剑计划”下通过专业培训等一系列措施持续绑定并赋能头部经销商。头部经销商有望为公司的高端化贡献更多力量。产品矩阵方面，2021年公司推出了超高端产品醴，扩宽了啤酒价格带；黑狮白啤则新增了玫瑰红口味。此外，公司加大了红爵在娱乐渠道的投放，红爵有望和喜力形成合力，增强华润在娱乐渠道的影响力。针对纯生系列，公司将于2022年推出高端新品全麦纯生，亦有可能对原纯生产品换装升级。2020H2以来，原材料及包材成本持续上行，企业成本端压力持续攀升，各大啤酒厂陆续展开提价动作。华润啤酒于2021年9月对勇闯天涯换装升级，并在全国范围单瓶终端价提价1元，在一定程度上缓解了成本端压力。2022年公司亦有可能进一步进行提价动作。</p><p><b>投资建议：维持“买入”评级</b></p><p>我们看好2022年啤酒行业高端化升级趋势的延续，并认为龙头华润啤酒将受益于行业提价+高端化红利。维持“买入”评级。</p><p><b>风险提示：</b></p><p>原材料成本上涨快于预期；区域竞争加剧。</p><p><b>3.6 舜宇光学科技（2382.HK）</b></p><p><b>推荐逻辑：21年出货量不及指引，22年车载业务有望全面开花</b></p><p><b>1）公司公布2021年12月出货量数据，全年数据低于增速指引区间。</b>12月手机镜头出货量环比下降2.2%、同比下降7.3%；手机摄像模组出货量环比上升14.7%、同比上升14.6%；车载镜头出货量环比下降3.5%、同比下降15.5%。2021年全年手机镜头出货量同比下降5.9%，低于全年[5%-10%]增速指引区间；2021年全年手机摄像模组出货量同比上升13.6%，低于全年[20%-25%]增速指引区间；2021年全年车载镜头出货量同比上升21.0%，低于全年[30%-35%]增速指引区间。</p><p><b>2）21年全年手机镜头、手机摄像模组出货量同比增速不及年中指引，预计22年手机光学升级复苏+公司在<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、北美大客户份额提升驱动手机光学基本盘企稳上扬：</b>21年全年手机镜头、手机摄像模组出货量同比增速均不及年中指引，其中手机镜头出货量录得同比负增长，主要由于：1）华为出货量份额下降，而国产安卓手机厂商荣耀、OPPO、vivo、小米尚未承接国内高端机型市场；2）手机终端厂商成本投入主要聚焦5G SoC、5G射频模块，致21年手机光学延续降规格趋势，安卓手机需求不振。鉴于：1）荣耀、OPPO、vivo、小米持续发力高端市场；2）5G手机渗透逐步见顶，5G SoC、5G射频模块成本下降，我们预计22年手机光学有望重启升级。此外，伴随公司在三星手机摄像模组、以及美国大客户手机镜头份额提升，带动手机光学业务增速超越行业。我们认为，行业β向上+α逻辑加成有望驱动22年公司手机光学基本盘企稳上扬。</p><p><b>3）汽车缺芯背景下21年车载镜头出货量增速不及年中指引，22年缺芯逐步改善+产品线全面开花驱动车载业务进入高速增长轨道：</b>21年全年车载镜头出货量同比增速不及年中指引，其中2H21出货量增速疲弱，主要由于：1）21年年底缺芯开始有一定缓解，但传导至海外车企正常交付需要一定时间；2）21年年底海外假期影响公司出货量交付确认的时间。公司车载镜头、模组与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想等造车新势力，以及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、华为等自动驾驶系统集成商均有合作，1H21全球首发<a href=\"https://laohu8.com/S/LI\">理想汽车</a>8MP车载镜头+模组，截至21年底在手超过10个8MP车载模组定点项目，且于21、22年开始陆续量产。公司21年8MP车载镜头市场份额全球第一，8MP车载模组份额国内第一。公司车载镜头技术能力全球领先，麦格纳、大陆等汽车tier-1厂商免检，且具备通过大批量制造发挥效率、成本优势的能力。我们认为，公司车载镜头份额稳固、在8MP高端产品领域优势显著，伴随汽车芯片缺货于22年初开始进一步改善，车载镜头出货量有望恢复高速增长、车载模组进入大规模放量阶段。此外，公司在激光雷达、HUD、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>大灯等多领域持续加码布局，激光雷达方面，公司和全球至少20家知名LiDAR，tier-1客户合作。截至21年年底，公司LiDAR相关在手订单十余个，预计于21年底至22年陆续看到收入贡献。我们认为，22年缺芯逐步改善+产品线全面开花驱动车载业务进入高速增长轨道，有望构筑第二成长曲线。</p><p><b>投资建议，维持 “买入”评级</b></p><p>伴随美国大客户取得超预期进展、车载激光雷达等新产品起量、AR/VR市场销量高速增长驱动非手机业务净利润占比提升、叠加smart eye战略继续深化等多因素催化，估值具备进一步抬升空间，维持“买入”评级。</p><p><b>风险提示：</b></p><p>镜头行业竞争加剧；产品结构升级不及预期。</p><p><b>3.7 快手-W</b></p><p><b>推荐逻辑：活跃用户数维持环比稳定，降本提效成果持续展现</b></p><p><b>1）用户与海外：用户数与运营效率环比稳定，海外开启商业化</b></p><p>①组织架构调整带来的用户获取、留存效率提升有望保持。根据<a href=\"https://laohu8.com/S/JG\">极光</a>数据，21Q4快手极速版用户增长显著，平均DAU（截至2021-12-22）1.48亿人（yoy+38.6%，qoq+3.4%），DAU已超过主站。我们预计21Q4快手应用平均DAU/MAU分别将达3.2/5.7亿人（yoy+18%/+20%，qoq-0.1%/-0.4%），环比持稳；每DAU日均使用时长116.9分钟（yoy+30%，qoq-1.9%），同比稳定增长；维系单MAU所需销售费用为19.7元/人，相较于21H1维持较低水平.</p><p>②快手海外app排名仍居于细分领域前列，专注现有新兴市场用户，开启海外商业化。快手已在巴西开启直播电商测试，有望逐步跑通海外变现商业模式。</p><p><b>2）商业化：在线营销&amp;电商释放价值，本地生活潜力可期。</b></p><p>①在线营销：流量增长助力广告业务维持增长韧性。预计快手21Q4总用户时长同比增长约53%，叠加电商旺季内循环广告贡献增量，为广告业务提供增长动能。磁力金牛一站式电商解决方案助力商家提速，品牌广告是快手在线营销重要优势。</p><p>②电商：持续强化信任电商、服务商战略，116品质购物节高热度带动GMV增长。预计21Q4快手电商GMV达2,150亿元，同比增长21.4%，21全年GMV有望超过6,500亿元。21Q4货币化率预计保持1.1%稳定，未来返点率有望逐步下降，带动货币化率上升。</p><p>③直播打赏：月均ARPPU有望提升，推动直播打赏收入重新同比正增长。快手加大公会合作，推动主播专业化，用户打赏频次、金额有望升高。</p><p>④本地生活：快手强内容、强流量，美团强履约、商家资源丰富，强强联合打开快手本地生活商业化想象空间。</p><p><b>投资建议，维持 “买入”评级</b></p><p>我们预计快手直播打赏业务恢复正增长，电商、广告维持增长韧性，同时组织架构调整后用户获取、留存效率保持提升。考虑公司合作美团打开本地生活想象空间，同时降本提效已见成效，经调整净亏损率有望在22年持续收窄，基本面拐点已现，维持“买入”评级。</p><p><b>风险提示：</b></p><p>用户增长不及预期风险，广告收入增长不及预期风险，海外扩张不确定性 风险，电商货币化进展不及预期风险。</p><p><b>3.8 阅文集团</b></p><h2><b>推荐逻辑：借力升维IP宇宙价值，网文龙头顺水切入版权蓝海</b></h2><p><b>1）公司在网文行业的龙头地位稳固，头部作家聚集，优质内容储备雄厚；</b>背靠腾讯资源，深度参与腾讯泛文娱产业链布局，享受流量倾斜与渠道分发红利；“三驾马车”对影视IP开发和运营经验丰富，《庆余年2》等作品有望释放新丽业绩弹性；免费阅读策略扩大覆盖用户基础，爆款影视持续反哺网文；</p><p><b>2）IP实体化市场前景广阔，拥有优质内容的阅文有望最先填补国产大IP稀缺。</b>阅文版权运营业务具备巨大增长空间，IP三层开发体系大幅提升产业链完整度。当前国内经济发展已提供IP衍生的需求基础，对标漫威与美国市场，阅文通过持续输出海量IP、紧密跟踪社会热点、打造系列片延长生命周期、优秀影视制作团队等条件保持供给端核心竞争力。①影视“三驾马车”提升生产效率，为小说生产、评估与影视制作保驾护航；②动漫、游戏、有声充分融合腾讯泛文娱，提供中期想象空间；③IP商品和线下消费业态具备广阔的长期市场，未来将发力消费品供应链、全品类潮玩、线下实景消费三大赛道，助力IP进入大众生活场景。我们预计版权运营业务2020至2025年总体保持27%的CAGR。</p><p><b>投资建议，维持 “买入”评级</b></p><p>公司背靠腾讯资源，享受流量倾斜与渠道分发红利；版权运营集合在线阅读龙头地位与腾讯泛文娱产业链协同优势，“三驾马车”为影视IP开发保驾护航，优质内容储备雄厚，与腾讯在动漫、游戏IP授权以及线下扩展方面亦合作紧密；免费阅读策略扩大覆盖用户基础，爆款影视持续反哺网文。维持阅文集团“买入”评级。</p><p><b>风险提示：</b></p><p>盗版控制不力；短视频挤压用户时长；核心作家流失；IP改编不及预期；新丽传媒无法完成业绩对赌。</p><p><b>3.9 华虹半导体</b></p><p><b>推荐逻辑：三季度业绩超出预期，12寸积极上量带动盈利能力持续改善</b></p><p><b>1）3Q21公司实现收入4.51亿美金，同比增长78.5%，环比增长30.4%，大幅高于此前指引的4.10亿美金。</b>整体毛利率27.1%，略高于此前指引25-27%区间上限，主要得益于晶圆ASP上涨。整体OPEX费用同比下滑2.5%，环比上升57.5%，主要是由于研发活动的政府补贴减少。实现经营利润0.5亿美金，环比上升57.5%；实现净利润0.51亿美金，同比上升187%，环比上升15%。</p><p><b>2）受益强劲需求，8寸ASP环比提升5.5%，驱动盈利能力改善：</b>3Q21公司8寸收入3.15亿美金，同比增长33.2%，环比上升20.2%。其中产能利用率维持在112%的高位水平；ASP同比上升15.0%，环比上升5.5%，8寸涨价带动了8寸毛利率从2Q21的31.6%提升至35.2%。四季度公司8寸产能有望继续保持满载状态，我们预计8寸21全年收入有望达到11.5亿美金，同比增长28%。</p><p><b>3）12寸积极上量，毛利率环比进一步提升：</b>3Q21公司12寸收入1.37亿美金，同比上升723%，环比上升62.5%，收入占比扩大至30%；毛利率继续改善至8%；经营亏损额0.18亿美金，相比2Q21的0.22亿美金亏损有所收窄；受外汇汇兑损失影响，12寸EBITDA利润率由2Q21的36%下滑至22%。公司12寸实际使用产能由2Q21的40K/m扩产到3Q21的53K/m，客户导入进展顺利，产能利用率达到109%，相较2Q21的104%进一步提升。公司装机产能已于21年10月扩至65K/m，并规划22年底扩产至94.5K/m。伴随12寸客户顺利导入、产能释放，同时55nm更高阶制程产品占比持续提高有望驱动12寸晶圆ASP上升，我们预计12寸收入有望保持快速增长，21全年收入有望达4.5亿美金，同比增长595%。</p><p><b>投资建议，维持 “增持”评级：</b></p><p>我们维持看好公司基本面强劲增长势头，8寸基本面稳定、12寸积极上量驱动整体业绩持续快速增长。基于下游需求强劲、晶圆涨价超预期、产能利用率维持高位。我们认为尽管短期公司基本面强劲预期在前期股价中有较高程度反应，但考虑到后期12寸顺利上量有望驱动利润率改善和利润释放兑现，进而驱动估值提升，维持“增持”评级。</p><p><b>风险提示：</b></p><p>12寸上量不及预期；半导体板块估值系统性波动。</p><p><b>3.10 金蝶国际</b></p><p><b>推荐逻辑：中大企业市场战略全面推进，有望驱动二次增长曲线</b></p><p><b>1）公司2021年度中期业绩整体收入实现18.7亿元人民币，同比上升35%；</b>其中传统ERP业务同比增长8%，收入占比降低至34%；云服务业务延续中高速成长趋势，收入同比上升55%。1H21录得大幅净亏损额2.5亿元，non-GAAP净亏损额为2.9亿元，其中云服务业务净亏损额为3.7亿元，相比同期1H20净亏损额2.7亿进一步放大，主要由于苍穹、星瀚处在投入阶段加大了产品研发投入，以及云框架下产品验证、上线周期缩短导致的研发费用资本化率从1H20的62%大幅下降至1H21的34%，1H21研发支出同比增长71%。</p><p><b>2）云业务核心指标发展态势良好，ARR收入增长持续性可期：</b>1H21云业务整体收入同比增长55%；与订阅相关的递延合同收入10亿元，同比增长82%，为未来收入表现提供坚实基础，公司指引21年云业务收入增速超45%，未来2-3年星空云增速超30%。1H21金蝶云订阅年经常性收入（ARR）12.7亿，同比上升78%。</p><p><b>3）苍穹星瀚延续高增长，大型企业市场标杆客户实现突破：</b>苍穹是我国首个以构建EBC五大能力为核心目标的云原生架构PaaS平台，星瀚云5月从苍穹拆分独立，是面向大型企业的SaaS管理云。目前苍穹应用市场生态伙伴数量累计近800家，星瀚云可提供超200个SaaS应用，1H21苍穹平台+星瀚云实现收入1.6亿元，同比增长155%，新增客户数142个，整体续费率超过100%，后期收入有望随客户数增加、单客户加载模块增加进一步增长。苍穹星瀚与华为、云南中烟、海信集团的项目陆续上线，标杆客户实现里程碑式突破，为后期大型企业的国产替代打下基础。同时，公司设立大企业BG，计划由总部专营大型企业市场（收入规模100亿以上），整合销售、授权、交付、服务等一系列资源，有望看到公司在大型企业市场进一步突破。</p><p><b>投资建议，维持“买入”评级</b></p><p>考虑到公司未来两年或持续加大苍穹平台和星瀚云的投入、以及研发费用资本化率大幅下滑的影响，云计算行业高速成长确定性机会明确，公司在中大企业市场战略全面推进、前景更加明朗化，维持“买入”评级。<b>  </b></p><p><b>风险提示：</b></p><p>客户拓展不及预期；云服务市场竞争加剧。</p><p><b>3.11 君实生物</b></p><p><b>推荐逻辑：致力于源头创新，探索药物最大可及性</b></p><p><b>1）创新驱动的生物制药公司，成立以来发展迅速。</b>君实生物成立于2012年，致力于源头创新，成立以来发展迅速。公司拥有国内第一个获批上市的国产PD-1单抗，特瑞普利单抗的成功上市体现了公司优异的药物研发能力和执行能力；在海外，该品种已获FDA四项孤儿药资格认定、二项突破性疗法认定，其中鼻咽癌适应症已获优先审评，有望在2022年Q2获批上市，成为中国首个在美上市的PD-1单抗。此外，公司在肿瘤免疫疗法、自身免疫性疾病、代谢性、新冠肺炎等各疾病领域，通过内生研发和外延合作等方式布局了庞大研发管线，涵盖大分子和小分子药物形式。</p><p><b>2）PD-1单抗有望迎来大适应症获批井喷期，差异化布局辅助/新辅助治疗，商业价值逐渐兑现。</b>PD-1单抗市场前景广阔，国内已获批二线治疗黑色素瘤、二线治疗尿路上皮癌及一/二线及以上治疗鼻咽癌。一线治疗食管鳞癌、一线治疗非小细胞肺癌均已提交NDA并获受理 。在差异化研发布局方面，公司积极布局肺癌、肝癌、食管鳞癌等大适应症的辅助/新辅助治疗，国内进度领先。商业化布局方面，公司聘任李聪先生全面负责商业化相关工作，有望迎来突破；公司还将特瑞普利单抗北美权益授出给Coherus，有望覆盖更多患者群体。整体来看，公司的多层次研发布局逐渐进入商业价值兑现期。</p><p><b>3）布局新靶点、新分子和新平台，肿瘤免疫、自免、代谢性、新冠抗病毒等领域在研产品梯队有序。</b>公司以特瑞普利单抗为基石药物全面布局IO领域，同时也在积极布局下一代免疫疗法靶点和新技术，如双抗平台、ADC药物研发平台、siRNA药物研发平台。目前公司肿瘤免疫领域布局有BTLA单抗、CD112R、TIGIT单抗、PARP等品种，代谢和自免领域布局有PCSK9、IL-17等品种。公司多层次布局新冠抗病毒领域，新冠中和抗体获得多国政府订单，小分子口服药已获乌兹别克紧急授权使用。公司多项产品处于临床试验和临床前开发阶段，有望在创新药物研发方面稳步推进。</p><p><b>投资建议，维持“买入”评级</b></p><p>公司是国内第一梯队的创新型生物制药公司，研发管线渐入收获期。此外，JS016是公司和中科院合作研发的新冠中和抗体，2021年以来，Etesevimab单抗及Bamlanivimab+Etesevimab双抗组合的政府订单增加，有望贡献显著现金收入，维持“买入”评级。</p><p><b>风险提示：</b></p><p>药物研发失败风险、产品销售不及预期风险、产品降价风险、产品被替代风险。</p><p><b>3.12 石药集团</b></p><h2><b>推荐逻辑：研发管线多点开花，股权激励激发活力</b></h2><p><b>1）研发管线多点开花，多个品种获批上市。</b>米托蒽醌是蒽醌类抗癌药，其抗癌活性近似或略高于阿霉素，是较为广谱的抗癌药物，可用于肝癌、非小细胞肺癌、乳腺癌、淋巴瘤及白血病等适应症的探索。公司的盐酸米托蒽醌脂质注射液作为全球首创的纳米制剂，获批用于治疗复发或难治的外周T细胞淋巴瘤（PTCL），疾病控制率为70.5%，客观缓解率为41.0%，完全缓解率为21.8%。该品种目前还有多项血液瘤、实体瘤等适应症在研并有国际化预期，有望成为公司在管线中的重磅品种。此外，第三代双膦酸盐药物唑来膦酸和多靶点酪氨酸激酶抑制剂甲磺酸仑伐替尼亦于近日获批上市，有望成为肿瘤板块新增长动力。</p><p><b>2）研发投入持续强劲，股权激励重磅落地。</b>公司研发力度持续增加，2021年前三季度研发费用达25.1亿元（YOY+9.1%），占收入比重为12.1%。创新研发平台方面，纳米制剂、mRNA疫苗平台（新冠5价mRNA疫苗进展较快，已提交IND）、ADC、单抗、双抗及PROTAC等平台各具特色，预计未来5年有望推动超过30个创新药陆续上市，其中两性霉素B脂质体、RANKL、PI3K抑制剂、三代EGFR有望于22~23年获批，预计将成为公司新一代重磅产品。近期，公司向约345名雇员及高级职员作出2.39亿股有条件股份奖励，充分彰显管理层信心。此次股权激励有望于3个月内执行，有望充分激发员工动力。</p><p><b>3）存量成药业务表现稳健。</b>公司成药产品线表现稳健，其中神经系统产品线中重磅品种恩必普谈判降价后，公司积极开拓线上自费市场并依托此前市场基础实现销量快速增长，管理层预计21年全年有望实现正增长；抗肿瘤产品中多美素和津优力2021年前三季度销售收入分别同比增长33.0%/25.3%；其他板块中心血管、抗感染、呼吸系统、消化代谢等领域均有望实现稳健增长。</p><p><b>投资建议，维持“买入”评级</b></p><p>考虑到公司储备重磅品种有望有序上市，当前估值具吸引力，维持“买入”评级。</p><p><b>风险提示：</b></p><p>原料药价格波动，产品销售不及预期，研发不及预期。</p><p><img src=\"https://static.tigerbbs.com/77fd2df189ff2e07647532b1420574b1\" tg-width=\"1080\" tg-height=\"767\" referrerpolicy=\"no-referrer\"/></p><p><b>风险提示</b></p><p>1、通胀超预期回升；2、海外市场波动加大；3、中美关系波动。</p></body></html>","source":"gelonghui_highlight","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>2月港股策略：“春季躁动”行情或已启动</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\">\n2月港股策略：“春季躁动”行情或已启动\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/p/508618><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>要点一月港股指数震荡上涨，后半段回吐部分涨幅一月港股震荡上涨，主要受益于有宏观经济预期得到改善和货币政策发力。国家统计局公布的GDP四季度同比增速为4.0%高于预期，宏观经济稳定提振了市场的信心。央行先后开展了逆回购和下调LPR利率操作，结合12月份的降准，货币政策逐渐宽松对股市产生利好。但同时由于国际局势存在不稳定因素并且美联储会议释放出流动性超预期收紧的预期，使得港股在后半段回吐部分涨幅。截止...</p>\n\n<a href=\"http://www.gelonghui.com/p/508618\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"601155":"新城控股","BK1591":"就地过年概念","00700":"腾讯控股","BK1590":"短视频概念股","ARR":"ARMOUR住宅房地产公司","BK4534":"瑞士信贷持仓",".IXIC":"NASDAQ Composite","HSI":"恒生指数","01024":"快手-W","BK1502":"双十一","BK1517":"云办公","BK1608":"元宇宙概念","BK1575":"同股不同权","BK1531":"手游股","BK1589":"北水核心资产","BK4550":"红杉资本持仓","SPY":"标普500ETF","BK4559":"巴菲特持仓","BK1526":"科网股","BK4504":"桥水持仓","BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算","BK1095":"互动媒体与服务","BK4110":"抵押房地产投资信托"},"source_url":"http://www.gelonghui.com/p/508618","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2209341682","content_text":"要点一月港股指数震荡上涨，后半段回吐部分涨幅一月港股震荡上涨，主要受益于有宏观经济预期得到改善和货币政策发力。国家统计局公布的GDP四季度同比增速为4.0%高于预期，宏观经济稳定提振了市场的信心。央行先后开展了逆回购和下调LPR利率操作，结合12月份的降准，货币政策逐渐宽松对股市产生利好。但同时由于国际局势存在不稳定因素并且美联储会议释放出流动性超预期收紧的预期，使得港股在后半段回吐部分涨幅。截止2022年1月28日，恒生指数、恒生国企指数、恒生中国指数、恒生科技指数1月涨跌幅分别为1.75%，-0.13%，0.67%，-5.06%。货币政策开始发力，市场预期得到改善宏观经济经济整体稳定，市场预期得到改善。GDP四季度同比增速4.0%，前值4.9%，市场预期3.8%。货币政策开始发力。央行近期宽松措施不断，不断有利于激发市场融资需求，提振市场信心。基础建设投资增速探底已经基本完成。1月10日国常会从政策和资金两个方面对基建进行了支持，预计一季度基建部分将会持续发力，稳定宏观经济增长。海外市场不确定性仍存近期俄乌局势持续紧张，中美关系增加港股不确定性。俄乌局势变化影响港股市场。同时近期美国制裁三家中国军工企业。中美关系的变化始终影响港股市场的风险偏好，拜登政府今年面临中期选举，可能对华维持强硬态度争取鹰派选票，也增加了港股市场的不稳定性。美股走势受到加息预期的影响，2月上涨空间有限。历史上加息预期较高的月份美股均出现显著调整。若2月公布的美联储会议纪要中美联储官员对于加息、缩表进程的表述超出市场预期，将会再次推升美债实际收益率及市场恐慌情绪，为美股估值带来下行压力。稳增长政策有望催化港股“春季躁动”2022年稳经济政策将不断加码且持续发力，从而抬升市场情绪，港股“春季躁动”行情仍可期。行业配置方面建议关注：1）反垄断政策密集期已过，估值有望修复的互联网行业。2）基建投资增速将有所修复,“稳增长”行业如地产和建筑将继续受益。光大港股二月重点推荐组合：中国金茂、新城悦服务、中国能源建设、中国交建、华润啤酒（0291.HK）、舜宇光学科技、快手-W、阅文集团、华虹半导体、金蝶国际、君实生物、石药集团标的详细情况及逻辑请参见正文。风险分析：1、通胀超预期回升；2、海外市场波动加大；3、中美关系波动。正文01内部向好，外部趋紧1.1 一月港股指数前半段上涨，后半段回吐涨幅一月港股指数指数前半段呈上涨趋势，主要受益于有宏观经济预期得到改善和货币政策发力。财新社2021年12月中国制造业PMI为50.90，国家统计局公布的GDP四季度同比增速为4.0%高于预期，稳增长政策也开始持续发力。宏观经济稳定提振了市场的信心。1月以来，央行先后开展了逆回购和下调LPR利率操作，结合12月份的降准，货币政策逐渐宽松对股市产生利好港股在后半段回吐涨幅。但同时由于国际局势存在不稳定因素并且美联储会议释放出流动性超预期收紧的预期，使得港股在后半段回吐涨幅。截止2022年1月28日，恒生指数、恒生国企指数、恒生中国指数、恒生科技指数1月涨跌幅分别为1.75%，-0.13%，0.67%，-5.06%。1.2 货币政策开始发力，市场预期得到改善宏观经济整体稳定，市场预期得到改善。财新社公布的2021年12月中国制造业PMI为50.90，环比上升2.00%。国家统计局公布的数据显示GDP四季度同比增速4.0%，前值4.9%，市场预期3.8%；12月除社零外，宏观经济数据整体符合预期或好于预期，市场预期得到改善。货币政策开始发力。1月17日，人民银行开展7000亿元中期借贷便利（MLF）操作和1000亿元公开市场逆回购操作，中期借贷便利（MLF）操作和公开市场逆回购操作的中标利率均下降10个基点。18日国新办2021年金融统计数据新闻发布会，强调货币政策要充足发力，把货币政策工具箱开得再大一些[1]；20日下调贷款市场报价利率，1年期LPR为3.7%，下调10个基点；5年期以上LPR为4.6%，下调5个基点，为2020年4月来首次。结合12月份央行降准操作，近期货币政策发力，有利于激发市场融资需求，提振市场信心。基础建设投资增速探底已基本完成，预计一季度基建部分将会持续发力稳定宏观经济增长。12月基础建设投资触底反弹，累计同比增速为0.21%，基建投资增速探底已经基本完成。1月10日国常会要加快推进“十四五”规划《纲要》确定的102项重大工程项目和专项规划重点项目实施；按照资金跟着项目走的要求，尽快将去年四季度发行的1.2万亿元地方政府专项债券资金落到具体项目。从政策和资金两个方面对基建进行了支持，预计一季度基建部分将会持续发力稳定宏观经济增长。1.3 南向资金维持净流入，海外ETF基金录得正值内地资金维持对港股的整体信心。1月南向资金维持净流入，本月累计净流入438.25亿港币，主要流入美团-W、腾讯控股、快手-W、中国移动、融创中国、碧桂园服务等互联网及地产板块；主要流出舜宇光学科技、华润电力、吉利汽车、香港交易所等电子、汽车及医药板块。往后看，当前AH溢价仍处于处于历史阶段性高点，南向资金维持净流入。主要投资于港股的ETF基金净流入录得大额正值。中概互联网ETF（KraneShares CSI China Internet）、安硕中国大盘股ETF及安硕MSCI中国ETF本月均录得大幅净流入。虽然美联储流动性在收紧，但随着1月针对平台经济规范健康发展的政策出台，海外资金对港股核心资产的信心亦有所恢复。1.4 海外市场不确定性仍存近期俄乌局势持续紧张。1月19日乌克兰呼吁美国立即制裁俄罗斯，1月24日俄媒体称乌克兰在停火线附近集结军队，近期五角大楼表示会在东欧部署8500名士兵加强对俄罗斯的威慑。美股、欧股及俄罗斯股市一度大幅回调，港股及A股也受到波及。当地时间1月26日，在巴黎举行长达数小时的“诺曼底模式”会谈后，俄罗斯和乌克兰谈判代表同意，“无条件地”遵守乌克兰东部的永久停火协议。[1]若俄乌双方冲突再次升级，来自海外市场的冲击将不可避免影响港股。美国对中企的制裁值得关注。美国近期对中国药企的制裁引发了港股医疗行业大跌，1月21日美国对中国航天科技集团一院、中国航天科工集团四院及保利科技公司三家科技企业进行制裁[2]。中美关系的变化始终影响港股市场的风险偏好，拜登政府今年面临中期选举，可能对华维持强硬态度争取鹰派选票，也增加了港股市场的不稳定性。美股走势受到加息预期的影响。回顾2015年，除了6月希腊债务危机以及8月中国经济数据疲弱引发的美股波动外，标普500在2015年的其他时间段走势基本与市场的加息预期（此处以通过联邦基金利率期货计算的2015年12月的隐含加息次数来表示）呈现此消彼长的走势。市场分别在2月末、5月末及11月末对3月、6月和12月的FOMC会议进行加息操作的预期较高，在当月美股均出现显著调整。这也就不难解释，随着加息预期在今年1月的急剧升温，美股发生较大幅度的回调。本轮与上一轮加息周期的宏观背景不同，因此本轮加息预期升温阶段美股回调幅度更大。2015年同时CPI处于低位，距离美联储2%的长期目标水平还有不少空间，因此市场预期美联储加息节奏不会太快。然而当前CPI持续高涨，推动美联储加息预期升温。因此，本次市场加息预期升温更快，美股回调幅度高于上一轮。美联储超预期紧缩的可能性仍存，美股2月上涨空间有限。1月FOMC货币政策会议基调偏“鹰”。主席鲍威尔多次强调本轮复苏比上一轮更强，并表示支持3月提高利率，缩表将在加息后一段时间内启动。“鹰”派表述增加市场超预期紧缩风险。2月将公布1月FOMC会议纪要，若届时会议纪要中美联储官员对于加息、缩表进程的表述超出市场预期，将会再次推升美债实际收益率及市场恐慌情绪，为美股估值带来下行压力。02市场观点与行业配置我们看好港股未来的修复空间，稳增长政策有望催化港股“春季躁动”。港股近期逆势上涨的市场表现侧面印证港股仍具配置价值，“春季躁动”行情或已启动。1月20日，央行宣布将一年期LPR下调10bp指3.7%，5年起LPR下调5bp至4.6%。随着人民银行接连全面降准以及调降政策利率，我们认为信用有望由稳转宽，无论是流动性层面，还是盈利层面，均对股市形成利好。[1] 由此可见，2022年稳经济政策将不断加码且持续发力，从而抬升市场情绪，港股“春季躁动”行情仍可期。把握“春季躁动”期间的收益率对投资者至关重要。从历史经验来看，在恒指收跌的多数年份，“春季躁动”都能录得较好的涨幅。因此把握好“春季躁动”期间的收益率大概率能领跑全年。[1] 光大宏观团队《怎么看降息的幅度与节奏？》高瑞东、刘文豪，2022年1月18日行业配置方面建议关注：1）反垄断政策密集期已过，估值有望修复的互联网行业。2）受益于国内基建预期升温，景气度边际改善的机械和建筑行业。科网巨头开年以来走势分化，恒指震荡上行。1月多数互联网龙头录得上涨，其中快手-W涨幅超过18%、京东健康和同城旅行分别上涨14%和11%，而腾讯和京东集团-sw涨幅均超过5%、阿里巴巴-sw仅录得0.16%的涨幅。而哔哩哔哩则是导致恒指阶段下行的主因之一，自年初以来下跌超过20%，再创股价新低。反垄断监管常态化，科网板块有望修复。1月5日，据国家市场监督管理总局网站消息，市场监管总局公布13起反垄断行政处罚案件，涉及腾讯、哔哩哔哩、阿里巴巴等企业。[1]但此次罚款力度较浅，多数为50万元的行政处罚，市场对此反应不大。而近期国家发展改革委等部门联合发表《关于推动平台经济规范健康持续发展的若干意见》，显示监管部门对平台经济发展整体表示肯定，而针对平台监管规范的思路也逐渐明晰。[2]因此后续的针对反垄断监管的重心将转向相关条款细则以及落实阶段，互联网板块有望逐步“脱敏”，重回基本面及以行业自身发展为主导。反垄断政策密集期已过，行业低估值仍具配置性价比。恒生科技与A股与美股科技指数的估值差仍居高位，随着互联网反垄断逐步常态化，即便后续因为细分领域监管政策的修补完善，仍会造成互联网板块一定的波动，但因市场反应逐步钝化，互联网或将迎来修复性反弹。基建投资增速将有所修复，有望带动相关板块景气上行。基建作为这一轮跨周期调节和“稳增长”的主要抓手。1月10日国常会要求要加快推进“十四五”规划《纲要》确定的102项重大工程项目和专项规划重点项目实施；专项债券资金尽快落到具体项目。1月20日住建部会议明确基建发力方向，其中新型城市基础建设和城市管道更新改造是重点。随着“十四五”重大项目近期的加速开工，基建投资增速将有所修复，并且有望带动相关板块景气上行。固定资产投资增速上行区间，“稳增长”相关行业表现居前。据统计2010年以来的五次固定资产投资增速上行区间的市场表现，在这五次区间中，整体表现最强的板块包括如家电、地产、建筑、电力、交通运输等典型受益于稳增长的行业。并且在每一次上行区间中，都有“稳增长”相关行业表现位居前列。03二月重点推荐组合我们根据前述的市场及行业比较逻辑，梳理如下12支股票作为2022年2月重点推荐标的：中国金茂、新城悦服务、中国能源建设、中国交建、华润啤酒、舜宇光学科技、快手-W、阅文集团、华虹半导体、金蝶国际（0268.HK）、君实生物、石药集团。3.1 中国金茂 推荐逻辑：高基数下销售保持增长，毛利率有望逐步企稳1）公司产品力较强，高基数下2021全年销售面积增长17%。公司产品力较强，高基数下2021年销售保持增长。2020年销售金额2311亿元yoy+44%，销售面积1129万平方米yoy+51%；2022年1月6日公司发布2021全年销售数据（不含租金收入），截至2021年12月31日，累计销售金额（已签约）为2356亿元人民币yoy+1.95%；累计销售面积为1320万平方米yoy+17%。此外，公司已认购（未签约）的销售金额为65亿元人民币。2）前期强势销售支持全年结算，流动性超预期紧张和疫情反复影响施工进度。2021年1-9月，公司营收约369亿元，同比大幅提升112%；展望2021全年，我们认为公司前期强势销售将有力支撑全年结算，但2021年四季度房地产行业流动性超预期紧张及新冠疫情的点状散发，或将对公司施工进度和竣工数据造成一定的影响。我们下调2021年全年营收增速约为53%（原为72%），其中城市及物业开发板块的全年增速约为55%（原为75%）。3）房地产行业内部竞争激烈，公司毛利率仍处于磨底中，有望逐步企稳。随着2017-2018年高价土地项目逐步进入结算周期，叠加当前购房者预期和房地产行业悲观情绪的恢复尚需一定时间，行业内部竞争激烈，短期遏制行业整体盈利水平，公司的毛利率水平仍处于磨底过程中。我们预测2021全年的整体毛利率为19.5%（2020年为20.2%，2021年中报为20.3%，2021年三季报为19.2%）。展望后续，我们认为随着高地价项目逐步结算完毕，城市运营拿地项目占比提升（公司已累计锁定或获取超过30个城市运营项目），房地产行业悲观情绪缓解，居民购房意愿提升，公司的毛利率水平有望逐步企稳。4）“三道红线”绿档，信用优势明显，拟以金茂服务的股份派发实物特别股息。截至2021年中期，公司剔除预收资产负债率为68.9%，净负债率为51.6%，现金短债比为1.26，“三道红线”绿档；上半年公司平均借贷成本仅4.01%（对比2020年4.42%，2019年4.92%），信用优势明显。2022年1月18日，公司公告称拟以实物分派金茂服务股份的方式，向合格股东派发特别股息（前提是须待金茂服务全球发售落实并与其同步进行）。投资建议：维持“买入”评级1月20日5年期LPR利率下调5bp，按揭贷款投放有望得到进一步支持，资本市场对优质龙头房企的关注度持续提升。公司销售维持强势，结算大幅提升，估值具备较强吸引力，维持“买入”评级。风险提示：地产行业调控政策严厉程度和持续时间或超预期；销售进度受限于银行贷款集中度管理或不及预期；疫情反复项目施工和结算进度或不及预期。3.2  新城悦服务（1755.HK）推荐逻辑：经营发展良好，业绩增速较高，外拓质量提升，结构持续优化1）2021H1，公司实现营业收入18.77亿元，同比增长53.6%；实现归母净利润2.86亿元，同比增长51.6%，业绩增速较高。截至2021年6月末，公司合约面积达2.5亿平方米，较2020年末增长23.1%；在管面积达1.2亿平方米，较2020年末增长20.7%；合约/在管面积比达2.05；在管面积中来自于第三方的面积占比约42.8%，较2020年末提高约2.1pct.。其中，非住宅项目的在管面积占比达到约12%，非居业态拓展步伐加快。我们预计公司2021年末的在管面积与合约面积将分别达到1.5亿和2.7亿平方米。2）截至2021年6月末，公司在管面积前三大区域为江苏省、浙江省和山东省，占比为39.8%、11.6%、10.2%，区域布局较侧重高能级城市，初步完成涵盖住宅、办公楼、产业园、医院、学校的业态布局，外拓质量提升，结构持续优化；同时新培育业务增长较快，2021年H1，餐饮服务收入4050万元，同比增长353.2%；设施管理服务收入5670万元，同比增长78.6%；小区零售及便民服务收入5720万元，同比增长161.0%。3）三大机构给予“新城系”正向评级，信用风险较小。公司关联方“新城系”财务状况稳定，信用风险较小，治理结构优化；近期三大国际评级机构均宣布了新城发展（1030.HK）和新城控股（601155.SH）（简称“新城系”）的正向评级。12月1日惠誉将“新城系”长期外币发行人评级由“BB”上调至“BB+”，展望“稳定”，同时上调ESG评级；12月2日标普维持“新城系”长期发行人信用评级为“BB+”，展望“稳定”；9月穆迪维持“新城系”的“Ba1”企业家族评级；我们认为公司基本面发展情况较好，关联方信用风险较小，受资本市场对个别房企信用风险的悲观情绪影响，近期股价回调幅度较大，价值低估明显，已具备较好配置价值。投资建议：维持“买入”评级央行定调“两维护”，房地产行业“β系数”健康，恒大“α风险”修复进入执行阶段；央行全面降准0.5个百分点，释放长期资金1.2万亿利好“杠杆稳健型”民企地产；中央经济工作会议重申“房住不炒”再提“因城施策”，部分区域的购房限制措施将逐步退出，资本市场对房地产板块的关注度和信心将逐步提升。公司业绩增速较高，新业务增长明显，外拓结构不断优化，近期关联方获三大评级机构正向评级，信用风险较小，估值具备较强吸引力，当前具备较好配置价值，维持“买入”评级。风险提示：人力资源成本上升风险；外拓不及预期风险；应收账款减值风险。3.3 中国能源建设推荐逻辑：发电运营资产预计显著增长，光伏储能受益于行业景气度提升1）电力工程业务稳步扩张，吸并葛洲坝提升竞争优势：2020年度，公司新签合同额达5,778.28亿元，同增11.04%，工程建设业务新签合同额为人民币5,565.62亿元，同增11.93%，占公司总订单金额的96.32%；2021H1，公司新签合同额达4,832.89亿元，完成年度新签合同额计划的74.7%，同增58.2%。公司吸并葛洲坝，将整合葛洲坝新能源建设优势资源，有利于消除同业竞争，打开市场区域布局，加强公司产业链竞争优势。公司吸收合并葛洲坝后，原葛洲坝其他股东持有公司总股本的27.99%，中国能建集团直接及间接合计持有公司总股本的45.06%，仍为公司的控股股东。2）公司为电力建设领军企业，延伸至运营“EPC+O”水到渠成：公司代表我国电力设计领域的最高水平，控股股东所属电力规划设计总院是“国家电力规划研究中心”依托单位；公司火电建设为世界最高水平，核电建设业务市占率全国第一，水电建设水平世界领先，新能源建设业务国内市占率超20%，能源输送通道工程承包多项世界第一；公司项目承包资质优秀，EPC业务覆盖领域广、业务能力强；公司提供全产业链、全生命周期的一站式综合服务，电力建设延伸至运营水到渠成。3）携手宁德时代参与储能，签约政府布局新能源投资：公司光伏屋顶和储能项目质量优秀：2021年8月，中国能建山西院总承包建设的世界最大内陆浮体太阳能发电厂之一的新加坡胜科腾格浮体太阳能发电厂建成启用。公司与宁德时代签订战略合作协议，“十四五”期间双方将在储能领域全面开展深度合作；2021H1，公司与多地政府签约新能源投资框架协议或战略合作框架协议。4）发电资产有望价值重估，“十四五”期间装机量预计高速增长：对标行业龙头公司，根据光大建筑建材团队在8月份的测算结果，中国能源建设发电运营资产价值约277亿元；“十四五”期间公司力争控股新能源装机容量达20GW以上，约为目前新能源总控股装机量的14倍。投资建议：维持“买入”评级中国能源建设在电力建设及运营投资领域有竞争优势，20年及21H1新签订单稳步增长，为公司后期业绩带来确定性。我们看好公司在“十四五”期间新能源发电运营资产规模快速增长带来的价值重估及经营利润增长，维持“买入”评级。 风险提示：下游发电运营项目建设需求不及预期风险；发电运营资产投资进度慢于预期。3.4 中国交建推荐逻辑：营收与盈利实现稳健双增长，期间费用率显著改善1）营收与盈利实现稳健双增长：2021年Q1-Q3，公司营业收入5162.17亿元，同比增长25.99%，较2019年同期增长37.49%，两年平均复合增长率17.26%，完成年度目标计划的75%（今年的年度计划目标较去年年度计划目标增长10%）。营业利润实现228.37亿元，同比增长48.68%，较2019年同期增长32.22%，两年平均复合增长率14.99%。归属于母公司股东的净利润为149.65亿元，每股收益0.86元。2）新签合同额增长较快，城建、铁建和疏浚业务新签订单增速亮眼：2021年Q1-Q3，新签合同总额10067.13亿元，同增36.58%，完成年度计划的86%。其中，基建建设业务、基建设计业务、疏浚业务和其他业务分别为8908.07亿元、362.00亿元、705.16亿元和91.90亿元，分别同增35.04%、41.06%、52.89%和63.35%。基建建设业务中，港口建设、道路与桥梁建设、铁路建设、城市建设和境外工程的新签合同金额分别为405.59亿元、2455.81亿元、132.86亿元、4708.04亿元和1205.77亿元，分别同增36.36%、30.07%、61.30%、55.81%和-7.77%，城市建设在高基数的基础上保持高增速，表现亮眼。新签合同的增长主要受益于境内城市综合开发、市政建设、道路与桥梁、环保等业务领域投资与建设的增加。3）经营性现金流净流出增加，期间费用率显著改善：2021前三季度，公司经营性活动现金流净流出585亿元，较上年同期净流出增加200亿元，主要是付现比提升幅度高于收现比提升幅度所致：报告期收现比为89.79%，同增2.90pcts，付现比为105.01%，同增7.76pcts。公司综合毛利率为11.57%，同增-0.91pct；销售、管理、研发和财务费用率，分别为0.23%、2.89%、3.42%和1.04%，同增0.03pct、-0.76pct、0.04 pct和-0.83pct，综合期间费用率合计7.58%，同减1.52pcts，期间费用率显著改善。投资建议：维持“买入”评级中国交建营收与盈利实现稳健双增长，前三季度新签合同额增长较快，城市建设、铁建建设和疏浚业务新签订单增速亮眼，尤其城建业务在高基数的基础上保持同增56%的高增速，竞争力强劲。公司经营性现金流净流出增加，期间费用率显著改善，维持公司“买入”评级。风险提示：疫情影响恶化、建筑业需求大幅下滑、固定资产投资景气度下降、融资成本快速上升、汇率大幅波动。3.5 华润啤酒推荐逻辑：业绩短期承压，长期高端化趋势坚定1）产品结构升级顺利，拉动业绩稳步增长。在行业高端化态势持续的2021年，华润啤酒业绩继续保持稳健增长，我们预计全年营业收入有望实现334.7亿元，yoy+6.4%。收入的增长主要依靠结构提升带来的吨酒价增长，我们预计吨酒价yoy+6.6%，吨量则受到疫情反复及天气因素影响，yoy-0.1%。从产品结构看，公司次高端及以上产品维持良好增长态势，我们预计该价格带（8元及以上）2021年全年同比增速达30%，主力单品SuperX以及喜力均保持了较好增速：预计SuperX2021年突破40w吨大关，喜力则增长至30w+吨，我们预计两款产品的出色表现将在2022年持续。此外，公司60w吨级的大单品雪花纯生将有望重新被激活，我们预计2022年公司将更多的向纯生倾斜资源，该款产品有望在未来1-2年成长为百万吨级别大单品，另一方面，2022年纯生亦有较高换装提价概率。虽然纯生是一个全国推广的高端价格带主力大单品，但在华润的部分强势区域仍有较大的渗透率提升空间。我们认为在量增+提价的带动下，纯生将成为2022年华润高端价格带贡献边际增长的重要大单品。得益于公司中高端产品表现较好，我们预计2021年公司毛利率提升1.6Pct至39.9%。考虑到2021年公司加大品牌宣传力度，预计销售费用率将有所提升。综合来看，我们预计公司核心EBIT将增长21.7%至48亿元，核心净利润将增长24.2%至35.9亿元。2）多维发力高端，扩大竞争优势。当前华润进军高端的目标坚定，发展战略清晰。公司根据不同市场的高端化程度&雪花市场份额的不同，灵活调整策略以持续扩大公司高端价格带份额。另一方面，公司更加重视对于优质客户的持续赋能：“铸剑计划”下通过专业培训等一系列措施持续绑定并赋能头部经销商。头部经销商有望为公司的高端化贡献更多力量。产品矩阵方面，2021年公司推出了超高端产品醴，扩宽了啤酒价格带；黑狮白啤则新增了玫瑰红口味。此外，公司加大了红爵在娱乐渠道的投放，红爵有望和喜力形成合力，增强华润在娱乐渠道的影响力。针对纯生系列，公司将于2022年推出高端新品全麦纯生，亦有可能对原纯生产品换装升级。2020H2以来，原材料及包材成本持续上行，企业成本端压力持续攀升，各大啤酒厂陆续展开提价动作。华润啤酒于2021年9月对勇闯天涯换装升级，并在全国范围单瓶终端价提价1元，在一定程度上缓解了成本端压力。2022年公司亦有可能进一步进行提价动作。投资建议：维持“买入”评级我们看好2022年啤酒行业高端化升级趋势的延续，并认为龙头华润啤酒将受益于行业提价+高端化红利。维持“买入”评级。风险提示：原材料成本上涨快于预期；区域竞争加剧。3.6 舜宇光学科技（2382.HK）推荐逻辑：21年出货量不及指引，22年车载业务有望全面开花1）公司公布2021年12月出货量数据，全年数据低于增速指引区间。12月手机镜头出货量环比下降2.2%、同比下降7.3%；手机摄像模组出货量环比上升14.7%、同比上升14.6%；车载镜头出货量环比下降3.5%、同比下降15.5%。2021年全年手机镜头出货量同比下降5.9%，低于全年[5%-10%]增速指引区间；2021年全年手机摄像模组出货量同比上升13.6%，低于全年[20%-25%]增速指引区间；2021年全年车载镜头出货量同比上升21.0%，低于全年[30%-35%]增速指引区间。2）21年全年手机镜头、手机摄像模组出货量同比增速不及年中指引，预计22年手机光学升级复苏+公司在三星、北美大客户份额提升驱动手机光学基本盘企稳上扬：21年全年手机镜头、手机摄像模组出货量同比增速均不及年中指引，其中手机镜头出货量录得同比负增长，主要由于：1）华为出货量份额下降，而国产安卓手机厂商荣耀、OPPO、vivo、小米尚未承接国内高端机型市场；2）手机终端厂商成本投入主要聚焦5G SoC、5G射频模块，致21年手机光学延续降规格趋势，安卓手机需求不振。鉴于：1）荣耀、OPPO、vivo、小米持续发力高端市场；2）5G手机渗透逐步见顶，5G SoC、5G射频模块成本下降，我们预计22年手机光学有望重启升级。此外，伴随公司在三星手机摄像模组、以及美国大客户手机镜头份额提升，带动手机光学业务增速超越行业。我们认为，行业β向上+α逻辑加成有望驱动22年公司手机光学基本盘企稳上扬。3）汽车缺芯背景下21年车载镜头出货量增速不及年中指引，22年缺芯逐步改善+产品线全面开花驱动车载业务进入高速增长轨道：21年全年车载镜头出货量同比增速不及年中指引，其中2H21出货量增速疲弱，主要由于：1）21年年底缺芯开始有一定缓解，但传导至海外车企正常交付需要一定时间；2）21年年底海外假期影响公司出货量交付确认的时间。公司车载镜头、模组与特斯拉、蔚来、理想等造车新势力，以及英伟达、高通、华为等自动驾驶系统集成商均有合作，1H21全球首发理想汽车8MP车载镜头+模组，截至21年底在手超过10个8MP车载模组定点项目，且于21、22年开始陆续量产。公司21年8MP车载镜头市场份额全球第一，8MP车载模组份额国内第一。公司车载镜头技术能力全球领先，麦格纳、大陆等汽车tier-1厂商免检，且具备通过大批量制造发挥效率、成本优势的能力。我们认为，公司车载镜头份额稳固、在8MP高端产品领域优势显著，伴随汽车芯片缺货于22年初开始进一步改善，车载镜头出货量有望恢复高速增长、车载模组进入大规模放量阶段。此外，公司在激光雷达、HUD、智能大灯等多领域持续加码布局，激光雷达方面，公司和全球至少20家知名LiDAR，tier-1客户合作。截至21年年底，公司LiDAR相关在手订单十余个，预计于21年底至22年陆续看到收入贡献。我们认为，22年缺芯逐步改善+产品线全面开花驱动车载业务进入高速增长轨道，有望构筑第二成长曲线。投资建议，维持 “买入”评级伴随美国大客户取得超预期进展、车载激光雷达等新产品起量、AR/VR市场销量高速增长驱动非手机业务净利润占比提升、叠加smart eye战略继续深化等多因素催化，估值具备进一步抬升空间，维持“买入”评级。风险提示：镜头行业竞争加剧；产品结构升级不及预期。3.7 快手-W推荐逻辑：活跃用户数维持环比稳定，降本提效成果持续展现1）用户与海外：用户数与运营效率环比稳定，海外开启商业化①组织架构调整带来的用户获取、留存效率提升有望保持。根据极光数据，21Q4快手极速版用户增长显著，平均DAU（截至2021-12-22）1.48亿人（yoy+38.6%，qoq+3.4%），DAU已超过主站。我们预计21Q4快手应用平均DAU/MAU分别将达3.2/5.7亿人（yoy+18%/+20%，qoq-0.1%/-0.4%），环比持稳；每DAU日均使用时长116.9分钟（yoy+30%，qoq-1.9%），同比稳定增长；维系单MAU所需销售费用为19.7元/人，相较于21H1维持较低水平.②快手海外app排名仍居于细分领域前列，专注现有新兴市场用户，开启海外商业化。快手已在巴西开启直播电商测试，有望逐步跑通海外变现商业模式。2）商业化：在线营销&电商释放价值，本地生活潜力可期。①在线营销：流量增长助力广告业务维持增长韧性。预计快手21Q4总用户时长同比增长约53%，叠加电商旺季内循环广告贡献增量，为广告业务提供增长动能。磁力金牛一站式电商解决方案助力商家提速，品牌广告是快手在线营销重要优势。②电商：持续强化信任电商、服务商战略，116品质购物节高热度带动GMV增长。预计21Q4快手电商GMV达2,150亿元，同比增长21.4%，21全年GMV有望超过6,500亿元。21Q4货币化率预计保持1.1%稳定，未来返点率有望逐步下降，带动货币化率上升。③直播打赏：月均ARPPU有望提升，推动直播打赏收入重新同比正增长。快手加大公会合作，推动主播专业化，用户打赏频次、金额有望升高。④本地生活：快手强内容、强流量，美团强履约、商家资源丰富，强强联合打开快手本地生活商业化想象空间。投资建议，维持 “买入”评级我们预计快手直播打赏业务恢复正增长，电商、广告维持增长韧性，同时组织架构调整后用户获取、留存效率保持提升。考虑公司合作美团打开本地生活想象空间，同时降本提效已见成效，经调整净亏损率有望在22年持续收窄，基本面拐点已现，维持“买入”评级。风险提示：用户增长不及预期风险，广告收入增长不及预期风险，海外扩张不确定性 风险，电商货币化进展不及预期风险。3.8 阅文集团推荐逻辑：借力升维IP宇宙价值，网文龙头顺水切入版权蓝海1）公司在网文行业的龙头地位稳固，头部作家聚集，优质内容储备雄厚；背靠腾讯资源，深度参与腾讯泛文娱产业链布局，享受流量倾斜与渠道分发红利；“三驾马车”对影视IP开发和运营经验丰富，《庆余年2》等作品有望释放新丽业绩弹性；免费阅读策略扩大覆盖用户基础，爆款影视持续反哺网文；2）IP实体化市场前景广阔，拥有优质内容的阅文有望最先填补国产大IP稀缺。阅文版权运营业务具备巨大增长空间，IP三层开发体系大幅提升产业链完整度。当前国内经济发展已提供IP衍生的需求基础，对标漫威与美国市场，阅文通过持续输出海量IP、紧密跟踪社会热点、打造系列片延长生命周期、优秀影视制作团队等条件保持供给端核心竞争力。①影视“三驾马车”提升生产效率，为小说生产、评估与影视制作保驾护航；②动漫、游戏、有声充分融合腾讯泛文娱，提供中期想象空间；③IP商品和线下消费业态具备广阔的长期市场，未来将发力消费品供应链、全品类潮玩、线下实景消费三大赛道，助力IP进入大众生活场景。我们预计版权运营业务2020至2025年总体保持27%的CAGR。投资建议，维持 “买入”评级公司背靠腾讯资源，享受流量倾斜与渠道分发红利；版权运营集合在线阅读龙头地位与腾讯泛文娱产业链协同优势，“三驾马车”为影视IP开发保驾护航，优质内容储备雄厚，与腾讯在动漫、游戏IP授权以及线下扩展方面亦合作紧密；免费阅读策略扩大覆盖用户基础，爆款影视持续反哺网文。维持阅文集团“买入”评级。风险提示：盗版控制不力；短视频挤压用户时长；核心作家流失；IP改编不及预期；新丽传媒无法完成业绩对赌。3.9 华虹半导体推荐逻辑：三季度业绩超出预期，12寸积极上量带动盈利能力持续改善1）3Q21公司实现收入4.51亿美金，同比增长78.5%，环比增长30.4%，大幅高于此前指引的4.10亿美金。整体毛利率27.1%，略高于此前指引25-27%区间上限，主要得益于晶圆ASP上涨。整体OPEX费用同比下滑2.5%，环比上升57.5%，主要是由于研发活动的政府补贴减少。实现经营利润0.5亿美金，环比上升57.5%；实现净利润0.51亿美金，同比上升187%，环比上升15%。2）受益强劲需求，8寸ASP环比提升5.5%，驱动盈利能力改善：3Q21公司8寸收入3.15亿美金，同比增长33.2%，环比上升20.2%。其中产能利用率维持在112%的高位水平；ASP同比上升15.0%，环比上升5.5%，8寸涨价带动了8寸毛利率从2Q21的31.6%提升至35.2%。四季度公司8寸产能有望继续保持满载状态，我们预计8寸21全年收入有望达到11.5亿美金，同比增长28%。3）12寸积极上量，毛利率环比进一步提升：3Q21公司12寸收入1.37亿美金，同比上升723%，环比上升62.5%，收入占比扩大至30%；毛利率继续改善至8%；经营亏损额0.18亿美金，相比2Q21的0.22亿美金亏损有所收窄；受外汇汇兑损失影响，12寸EBITDA利润率由2Q21的36%下滑至22%。公司12寸实际使用产能由2Q21的40K/m扩产到3Q21的53K/m，客户导入进展顺利，产能利用率达到109%，相较2Q21的104%进一步提升。公司装机产能已于21年10月扩至65K/m，并规划22年底扩产至94.5K/m。伴随12寸客户顺利导入、产能释放，同时55nm更高阶制程产品占比持续提高有望驱动12寸晶圆ASP上升，我们预计12寸收入有望保持快速增长，21全年收入有望达4.5亿美金，同比增长595%。投资建议，维持 “增持”评级：我们维持看好公司基本面强劲增长势头，8寸基本面稳定、12寸积极上量驱动整体业绩持续快速增长。基于下游需求强劲、晶圆涨价超预期、产能利用率维持高位。我们认为尽管短期公司基本面强劲预期在前期股价中有较高程度反应，但考虑到后期12寸顺利上量有望驱动利润率改善和利润释放兑现，进而驱动估值提升，维持“增持”评级。风险提示：12寸上量不及预期；半导体板块估值系统性波动。3.10 金蝶国际推荐逻辑：中大企业市场战略全面推进，有望驱动二次增长曲线1）公司2021年度中期业绩整体收入实现18.7亿元人民币，同比上升35%；其中传统ERP业务同比增长8%，收入占比降低至34%；云服务业务延续中高速成长趋势，收入同比上升55%。1H21录得大幅净亏损额2.5亿元，non-GAAP净亏损额为2.9亿元，其中云服务业务净亏损额为3.7亿元，相比同期1H20净亏损额2.7亿进一步放大，主要由于苍穹、星瀚处在投入阶段加大了产品研发投入，以及云框架下产品验证、上线周期缩短导致的研发费用资本化率从1H20的62%大幅下降至1H21的34%，1H21研发支出同比增长71%。2）云业务核心指标发展态势良好，ARR收入增长持续性可期：1H21云业务整体收入同比增长55%；与订阅相关的递延合同收入10亿元，同比增长82%，为未来收入表现提供坚实基础，公司指引21年云业务收入增速超45%，未来2-3年星空云增速超30%。1H21金蝶云订阅年经常性收入（ARR）12.7亿，同比上升78%。3）苍穹星瀚延续高增长，大型企业市场标杆客户实现突破：苍穹是我国首个以构建EBC五大能力为核心目标的云原生架构PaaS平台，星瀚云5月从苍穹拆分独立，是面向大型企业的SaaS管理云。目前苍穹应用市场生态伙伴数量累计近800家，星瀚云可提供超200个SaaS应用，1H21苍穹平台+星瀚云实现收入1.6亿元，同比增长155%，新增客户数142个，整体续费率超过100%，后期收入有望随客户数增加、单客户加载模块增加进一步增长。苍穹星瀚与华为、云南中烟、海信集团的项目陆续上线，标杆客户实现里程碑式突破，为后期大型企业的国产替代打下基础。同时，公司设立大企业BG，计划由总部专营大型企业市场（收入规模100亿以上），整合销售、授权、交付、服务等一系列资源，有望看到公司在大型企业市场进一步突破。投资建议，维持“买入”评级考虑到公司未来两年或持续加大苍穹平台和星瀚云的投入、以及研发费用资本化率大幅下滑的影响，云计算行业高速成长确定性机会明确，公司在中大企业市场战略全面推进、前景更加明朗化，维持“买入”评级。  风险提示：客户拓展不及预期；云服务市场竞争加剧。3.11 君实生物推荐逻辑：致力于源头创新，探索药物最大可及性1）创新驱动的生物制药公司，成立以来发展迅速。君实生物成立于2012年，致力于源头创新，成立以来发展迅速。公司拥有国内第一个获批上市的国产PD-1单抗，特瑞普利单抗的成功上市体现了公司优异的药物研发能力和执行能力；在海外，该品种已获FDA四项孤儿药资格认定、二项突破性疗法认定，其中鼻咽癌适应症已获优先审评，有望在2022年Q2获批上市，成为中国首个在美上市的PD-1单抗。此外，公司在肿瘤免疫疗法、自身免疫性疾病、代谢性、新冠肺炎等各疾病领域，通过内生研发和外延合作等方式布局了庞大研发管线，涵盖大分子和小分子药物形式。2）PD-1单抗有望迎来大适应症获批井喷期，差异化布局辅助/新辅助治疗，商业价值逐渐兑现。PD-1单抗市场前景广阔，国内已获批二线治疗黑色素瘤、二线治疗尿路上皮癌及一/二线及以上治疗鼻咽癌。一线治疗食管鳞癌、一线治疗非小细胞肺癌均已提交NDA并获受理 。在差异化研发布局方面，公司积极布局肺癌、肝癌、食管鳞癌等大适应症的辅助/新辅助治疗，国内进度领先。商业化布局方面，公司聘任李聪先生全面负责商业化相关工作，有望迎来突破；公司还将特瑞普利单抗北美权益授出给Coherus，有望覆盖更多患者群体。整体来看，公司的多层次研发布局逐渐进入商业价值兑现期。3）布局新靶点、新分子和新平台，肿瘤免疫、自免、代谢性、新冠抗病毒等领域在研产品梯队有序。公司以特瑞普利单抗为基石药物全面布局IO领域，同时也在积极布局下一代免疫疗法靶点和新技术，如双抗平台、ADC药物研发平台、siRNA药物研发平台。目前公司肿瘤免疫领域布局有BTLA单抗、CD112R、TIGIT单抗、PARP等品种，代谢和自免领域布局有PCSK9、IL-17等品种。公司多层次布局新冠抗病毒领域，新冠中和抗体获得多国政府订单，小分子口服药已获乌兹别克紧急授权使用。公司多项产品处于临床试验和临床前开发阶段，有望在创新药物研发方面稳步推进。投资建议，维持“买入”评级公司是国内第一梯队的创新型生物制药公司，研发管线渐入收获期。此外，JS016是公司和中科院合作研发的新冠中和抗体，2021年以来，Etesevimab单抗及Bamlanivimab+Etesevimab双抗组合的政府订单增加，有望贡献显著现金收入，维持“买入”评级。风险提示：药物研发失败风险、产品销售不及预期风险、产品降价风险、产品被替代风险。3.12 石药集团推荐逻辑：研发管线多点开花，股权激励激发活力1）研发管线多点开花，多个品种获批上市。米托蒽醌是蒽醌类抗癌药，其抗癌活性近似或略高于阿霉素，是较为广谱的抗癌药物，可用于肝癌、非小细胞肺癌、乳腺癌、淋巴瘤及白血病等适应症的探索。公司的盐酸米托蒽醌脂质注射液作为全球首创的纳米制剂，获批用于治疗复发或难治的外周T细胞淋巴瘤（PTCL），疾病控制率为70.5%，客观缓解率为41.0%，完全缓解率为21.8%。该品种目前还有多项血液瘤、实体瘤等适应症在研并有国际化预期，有望成为公司在管线中的重磅品种。此外，第三代双膦酸盐药物唑来膦酸和多靶点酪氨酸激酶抑制剂甲磺酸仑伐替尼亦于近日获批上市，有望成为肿瘤板块新增长动力。2）研发投入持续强劲，股权激励重磅落地。公司研发力度持续增加，2021年前三季度研发费用达25.1亿元（YOY+9.1%），占收入比重为12.1%。创新研发平台方面，纳米制剂、mRNA疫苗平台（新冠5价mRNA疫苗进展较快，已提交IND）、ADC、单抗、双抗及PROTAC等平台各具特色，预计未来5年有望推动超过30个创新药陆续上市，其中两性霉素B脂质体、RANKL、PI3K抑制剂、三代EGFR有望于22~23年获批，预计将成为公司新一代重磅产品。近期，公司向约345名雇员及高级职员作出2.39亿股有条件股份奖励，充分彰显管理层信心。此次股权激励有望于3个月内执行，有望充分激发员工动力。3）存量成药业务表现稳健。公司成药产品线表现稳健，其中神经系统产品线中重磅品种恩必普谈判降价后，公司积极开拓线上自费市场并依托此前市场基础实现销量快速增长，管理层预计21年全年有望实现正增长；抗肿瘤产品中多美素和津优力2021年前三季度销售收入分别同比增长33.0%/25.3%；其他板块中心血管、抗感染、呼吸系统、消化代谢等领域均有望实现稳健增长。投资建议，维持“买入”评级考虑到公司储备重磅品种有望有序上市，当前估值具吸引力，维持“买入”评级。风险提示：原料药价格波动，产品销售不及预期，研发不及预期。风险提示1、通胀超预期回升；2、海外市场波动加大；3、中美关系波动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036243068,"gmtCreate":1647132673392,"gmtModify":1676534196450,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036243068","repostId":"1177231006","repostType":4,"repost":{"id":"1177231006","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":1646635096,"share":"https://ttm.financial/m/news/1177231006?lang=&edition=fundamental","pubTime":"2022-03-07 14:38","market":"us","language":"zh","title":"提醒：美国13日夏令时，美股提前1小时开盘","url":"https://stock-news.laohu8.com/highlight/detail?id=1177231006","media":"老虎资讯综合","summary":"美国2022年夏令时将于2022年3月13日美东时间02：00开始，至2022年11月6日美东时间02：00终止，届时美股市场的常规交易时段对应的北京时间将提前1小时，即变为周一至周五21：30至次日04：00。3月14日为进入夏令时后美股首个交易日。","content":"<html><head></head><body><p>美国2022年夏令时将于2022年3月13日美东时间02：00开始，至2022年11月6日美东时间02：00终止，届时美股市场的常规交易时段对应的北京时间将提前1小时，即变为周一至周五21：30至次日04：00。3月14日为进入夏令时后美股首个交易日。</p><p><b>交易时间</b></p><p>美国东部时间：09：30~16：00 (午间不休市)；北京时间：21：30~次日04：00（夏令时，3月~11月初）</p><p><b>盘前交易时间</b></p><p>美国东部时间：04：00~09：30；北京时间：16：00~21:30（夏令时，3月~11月初）</p><p><b>盘后交易时间</b></p><p>美国东部时间：16：00~20：00；北京时间：04：00~08：00（夏令时，3月~11月初）</p><p>（注：夏令时为每年3月的第二个星期日至11月的第一个星期日，冬令时为每年11月的第一个星期日至次年3月的第二个星期日。）</p><p><img src=\"https://static.tigerbbs.com/69c49b7e49385a32a49c0ed123c91847\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></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>提醒：美国13日夏令时，美股提前1小时开盘</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; 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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提醒：美国13日夏令时，美股提前1小时开盘\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\">2022-03-07 14:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国2022年夏令时将于2022年3月13日美东时间02：00开始，至2022年11月6日美东时间02：00终止，届时美股市场的常规交易时段对应的北京时间将提前1小时，即变为周一至周五21：30至次日04：00。3月14日为进入夏令时后美股首个交易日。</p><p><b>交易时间</b></p><p>美国东部时间：09：30~16：00 (午间不休市)；北京时间：21：30~次日04：00（夏令时，3月~11月初）</p><p><b>盘前交易时间</b></p><p>美国东部时间：04：00~09：30；北京时间：16：00~21:30（夏令时，3月~11月初）</p><p><b>盘后交易时间</b></p><p>美国东部时间：16：00~20：00；北京时间：04：00~08：00（夏令时，3月~11月初）</p><p>（注：夏令时为每年3月的第二个星期日至11月的第一个星期日，冬令时为每年11月的第一个星期日至次年3月的第二个星期日。）</p><p><img src=\"https://static.tigerbbs.com/69c49b7e49385a32a49c0ed123c91847\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69c49b7e49385a32a49c0ed123c91847","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177231006","content_text":"美国2022年夏令时将于2022年3月13日美东时间02：00开始，至2022年11月6日美东时间02：00终止，届时美股市场的常规交易时段对应的北京时间将提前1小时，即变为周一至周五21：30至次日04：00。3月14日为进入夏令时后美股首个交易日。交易时间美国东部时间：09：30~16：00 (午间不休市)；北京时间：21：30~次日04：00（夏令时，3月~11月初）盘前交易时间美国东部时间：04：00~09：30；北京时间：16：00~21:30（夏令时，3月~11月初）盘后交易时间美国东部时间：16：00~20：00；北京时间：04：00~08：00（夏令时，3月~11月初）（注：夏令时为每年3月的第二个星期日至11月的第一个星期日，冬令时为每年11月的第一个星期日至次年3月的第二个星期日。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045490011,"gmtCreate":1656639449033,"gmtModify":1676535868912,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045490011","repostId":"2248856462","repostType":2,"repost":{"id":"2248856462","pubTimestamp":1656630900,"share":"https://ttm.financial/m/news/2248856462?lang=&edition=fundamental","pubTime":"2022-07-01 07:15","market":"us","language":"en","title":"The S&P 500 Had Its Worst First Half Since 1970. What Comes Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2248856462","media":"Barrons","summary":"The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many inv","content":"<html><head></head><body><p>The S&amp;P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.</p><p>In the first six months of 2022, the widely followed large-cap index has tumbled 20.6% amid expectations of high inflation and a hawkish Federal Reserve, whose rate-hike plans could push the U.S. economy into recession. The last time the S&amp;P 500 fell this much in the first half was in 1970, according to Dow Jones markets data.</p><p>Investor sentiment has tumbled along with stock prices, and many market analysts expect the S&amp;P 500 to slide some more.The 12 bear markets since World War II—not including the current one—lasted an average of 10 months from market peak to trough, with an average drop of 34%.If the current bear market were to follow this pattern, it wouldn’t hit bottom until October.</p><p>Even so, a rebound, when it comes, could be dramatic. Markets tend to perform the best when investors are the gloomiest.</p><p>With its 20.6% loss year to date, the S&amp;P 500 posted its fourth-worst first-half performance on record, only behind 1932, 1962, and 1970, when it lost 45.4%, 23.5%, and 21.0%, respectively.</p><p>Other corners of the stock market are suffering even more. The small-cap benchmark Russell 2000 indexis down 24% year to date, its worst first half since inception in 1984. That is a much larger drop than the previous records—the 14% fall in the first half of 2020 due to the pandemic shock and the 10% loss in the first half of 2008 amid the global financial crisis.</p><p>Meanwhile, the tech-heavy Nasdaq Composite has plunged 29.5% year to date, also the worst first half of a year on record since its inception in 1971. The sharp fall has outpaced the 25% drop in the first half of 2002 at the height of the dot-com bubble burst, and the 24% loss in the first half of 1973 after the U.S. stopped exchanging dollars for gold and saw a prolonged period of inflation.</p><p>Tech companies are experiencing a particularly steep dive, but there is hardly any corner of refuge in the stock market. The recession fear has pushed 10 out of 11 sectors into the red territory, led by consumer discretionary and communication services—things people often cut first when they need to tighten the belt. Consumer discretionary stocks in the S&amp;P 500 have fallen 33%, while communications services are down 30%.</p><p>Energy stocks were the only ones that posted gains in the first half on the back of soaring oil prices, but even that sector has lost its momentum since June. Although energy companies are still pocketing record profits today, traders are quite aware that a recession would drag down demand, curb oil prices, and cut into their earnings. The S&amp;P 500’s energy sector has tumbled 22% in the past three weeks, but still trades 28% higher than where it was at the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/c4e2b054b20b2cf34312e2f14d032869\" tg-width=\"996\" tg-height=\"647\" referrerpolicy=\"no-referrer\"/></p><p>Although the overall market has performed better in the past two weeks, many are worried that things could take a worse turn in the second half of the year.</p><p>As of last week, 59% of investors were bearish about where the market is heading in the next six months, only 18% were bullish, according to a weekly sentiment survey from the American Association of Individual Investors. The bearish reading was the sixth highest since the survey started in 1987. At the beginning of June, just 37% were bearish while 32% remained bullish.</p><p>The fear of a lower market is largely due to anticipations of weaker earnings in the coming months. According to Bank of America’s global fund manager survey in June, 72% of investors expect global profits to worsen over the next 12 months, up 6 percentage points from May and the highest level since September 2008. Investors are telling companies to “play it safe” and strengthen their balance sheets, rather than increase capital expenditure or deliver share buybacks.</p><p>“The bear market will not be over until recession arrives or the risk of one is extinguished,” wrote Morgan Stanley chief U.S. equity strategist Mike Wilson last week. A full-fledged recession could push the S&amp;P 500 to bottom near 2900, or more than 23% below its current level, according to Wilson.</p><p>Other Wall Street giants have similar expectations. Goldman Sachs strategists said stocks are only pricing in a modest recession, leaving them open to a further worsening in expectations. Bank of America said the S&amp;P 500 could bottom as low as 3000 in a worst-case scenario.</p><p>If there is any silver lining to these dim expectations, it’s worth noting that investor sentiment is often a contrarian indicator. Historically, unusually bearish sentiment—a sign of fearand cautious behaviors—tends to be followed by above-average market returns, while overly bullish sentiment—a sign of greed and risk taking—is often followed by below-average returns.</p><p>Indeed, during previous years when the S&amp;P 500 was down at least 15% at the midway point of the year, the index has finished higher in the final six months every single time, with an average return of nearly 24%. “Although most investors probably don’t feel like that is possible in 2022, just remember history says a surprise bullish move is possible,” wrote LPL Financial chief market strategist Ryan Detrick last week.</p><p>Citianalysts, for one, believe the second half of the year could bring “low double digit upside” gains in the S&amp;P 500. The market has mostly priced in the Fed’s planned rate hikes and their effects on stock valuations, wrote the analysts in a research note last week. Any signs of economic slowdown could help alleviate concerns about inflation and more hawkish Fed moves.</p><p>Meanwhile, they believe that companies should have enough pricing power to pass the rising costs to consumers, which means margins might hold up better than expected. “Better-than-feared earnings and signs of peaking rates, combined with bearish investor positioning, support a positive [second half] risk/reward set up,” they wrote.</p><p>Although Citi has lowered its year-end target for the S&amp;P 500 to 4200 from 4700, it’s still much higher than many of its peers. The index finished at 3785.38 points after Thursday’s close.</p></body></html>","source":"lsy1601382232898","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>The S&P 500 Had Its Worst First Half Since 1970. What Comes Next</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\">\nThe S&P 500 Had Its Worst First Half Since 1970. What Comes Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.In the first six months of 2022, the widely followed large-cap...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248856462","content_text":"The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.In the first six months of 2022, the widely followed large-cap index has tumbled 20.6% amid expectations of high inflation and a hawkish Federal Reserve, whose rate-hike plans could push the U.S. economy into recession. The last time the S&P 500 fell this much in the first half was in 1970, according to Dow Jones markets data.Investor sentiment has tumbled along with stock prices, and many market analysts expect the S&P 500 to slide some more.The 12 bear markets since World War II—not including the current one—lasted an average of 10 months from market peak to trough, with an average drop of 34%.If the current bear market were to follow this pattern, it wouldn’t hit bottom until October.Even so, a rebound, when it comes, could be dramatic. Markets tend to perform the best when investors are the gloomiest.With its 20.6% loss year to date, the S&P 500 posted its fourth-worst first-half performance on record, only behind 1932, 1962, and 1970, when it lost 45.4%, 23.5%, and 21.0%, respectively.Other corners of the stock market are suffering even more. The small-cap benchmark Russell 2000 indexis down 24% year to date, its worst first half since inception in 1984. That is a much larger drop than the previous records—the 14% fall in the first half of 2020 due to the pandemic shock and the 10% loss in the first half of 2008 amid the global financial crisis.Meanwhile, the tech-heavy Nasdaq Composite has plunged 29.5% year to date, also the worst first half of a year on record since its inception in 1971. The sharp fall has outpaced the 25% drop in the first half of 2002 at the height of the dot-com bubble burst, and the 24% loss in the first half of 1973 after the U.S. stopped exchanging dollars for gold and saw a prolonged period of inflation.Tech companies are experiencing a particularly steep dive, but there is hardly any corner of refuge in the stock market. The recession fear has pushed 10 out of 11 sectors into the red territory, led by consumer discretionary and communication services—things people often cut first when they need to tighten the belt. Consumer discretionary stocks in the S&P 500 have fallen 33%, while communications services are down 30%.Energy stocks were the only ones that posted gains in the first half on the back of soaring oil prices, but even that sector has lost its momentum since June. Although energy companies are still pocketing record profits today, traders are quite aware that a recession would drag down demand, curb oil prices, and cut into their earnings. The S&P 500’s energy sector has tumbled 22% in the past three weeks, but still trades 28% higher than where it was at the beginning of the year.Although the overall market has performed better in the past two weeks, many are worried that things could take a worse turn in the second half of the year.As of last week, 59% of investors were bearish about where the market is heading in the next six months, only 18% were bullish, according to a weekly sentiment survey from the American Association of Individual Investors. The bearish reading was the sixth highest since the survey started in 1987. At the beginning of June, just 37% were bearish while 32% remained bullish.The fear of a lower market is largely due to anticipations of weaker earnings in the coming months. According to Bank of America’s global fund manager survey in June, 72% of investors expect global profits to worsen over the next 12 months, up 6 percentage points from May and the highest level since September 2008. Investors are telling companies to “play it safe” and strengthen their balance sheets, rather than increase capital expenditure or deliver share buybacks.“The bear market will not be over until recession arrives or the risk of one is extinguished,” wrote Morgan Stanley chief U.S. equity strategist Mike Wilson last week. A full-fledged recession could push the S&P 500 to bottom near 2900, or more than 23% below its current level, according to Wilson.Other Wall Street giants have similar expectations. Goldman Sachs strategists said stocks are only pricing in a modest recession, leaving them open to a further worsening in expectations. Bank of America said the S&P 500 could bottom as low as 3000 in a worst-case scenario.If there is any silver lining to these dim expectations, it’s worth noting that investor sentiment is often a contrarian indicator. Historically, unusually bearish sentiment—a sign of fearand cautious behaviors—tends to be followed by above-average market returns, while overly bullish sentiment—a sign of greed and risk taking—is often followed by below-average returns.Indeed, during previous years when the S&P 500 was down at least 15% at the midway point of the year, the index has finished higher in the final six months every single time, with an average return of nearly 24%. “Although most investors probably don’t feel like that is possible in 2022, just remember history says a surprise bullish move is possible,” wrote LPL Financial chief market strategist Ryan Detrick last week.Citianalysts, for one, believe the second half of the year could bring “low double digit upside” gains in the S&P 500. The market has mostly priced in the Fed’s planned rate hikes and their effects on stock valuations, wrote the analysts in a research note last week. Any signs of economic slowdown could help alleviate concerns about inflation and more hawkish Fed moves.Meanwhile, they believe that companies should have enough pricing power to pass the rising costs to consumers, which means margins might hold up better than expected. “Better-than-feared earnings and signs of peaking rates, combined with bearish investor positioning, support a positive [second half] risk/reward set up,” they wrote.Although Citi has lowered its year-end target for the S&P 500 to 4200 from 4700, it’s still much higher than many of its peers. The index finished at 3785.38 points after Thursday’s close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027692883,"gmtCreate":1654034034942,"gmtModify":1676535379661,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027692883","repostId":"2240480974","repostType":2,"repost":{"id":"2240480974","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654033020,"share":"https://ttm.financial/m/news/2240480974?lang=&edition=fundamental","pubTime":"2022-06-01 05:37","market":"us","language":"en","title":"NASD Most Active Issues","url":"https://stock-news.laohu8.com/highlight/detail?id=2240480974","media":"Dow Jones","summary":"VOLUME ACTIVES COMPANYSYMBOLVOLUMELASTCHANGEPERCENT ------------------------------------ ProShares U","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<pre><table><tbody><tr><td></td><td>VOLUME ACTIVES </td><td></td><td></td><td></td><td></td></tr><tr><td>COMPANY</td><td>SYMBOL</td><td>VOLUME</td><td>LAST</td><td>CHANGE</td><td>PERCENT </td></tr><tr><td>-------</td><td>------</td><td>------</td><td>----</td><td>------</td><td>------- </td></tr><tr><td>ProShares UltraPro QQQ</td><td>TQQQ</td><td>183,673,236</td><td>33.05</td><td>-0.24</td><td>-0.72 </td></tr><tr><td>Advanced Micro Devices</td><td><a href=\"https://laohu8.com/S/AMD\">AMD</a></td><td>124,954,306</td><td>101.86</td><td>-0.40</td><td>-0.39 </td></tr><tr><td>ProSh UltraPro Shrt QQQ</td><td>SQQQ</td><td>122,330,256</td><td>47.31</td><td>0.30</td><td>0.64 </td></tr><tr><td>Apple</td><td>AAPL</td><td>103,564,914</td><td>148.84</td><td>-0.80</td><td>-0.53 </td></tr><tr><td><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a></td><td>GRAB</td><td>92,467,125</td><td>2.66</td><td>0.25</td><td>10.37 </td></tr><tr><td>NVIDIA</td><td>NVDA</td><td>66,292,058</td><td>186.72</td><td>-1.39</td><td>-0.74 </td></tr><tr><td>Cisco Systems</td><td>CSCO</td><td>64,731,509</td><td>45.05</td><td>-0.57</td><td>-1.25 </td></tr><tr><td>SoFi Technologies</td><td>SOFI</td><td>61,269,888</td><td>7.48</td><td>-0.07</td><td>-0.93 </td></tr><tr><td>Invesco QQQ Trust I</td><td>QQQ</td><td>60,592,918</td><td>308.28</td><td>-0.82</td><td>-0.27 </td></tr><tr><td>DraftKings Cl A</td><td>DKNG</td><td>49,421,510</td><td>13.55</td><td>-1.17</td><td>-7.95 </td></tr><tr><td>AGNC Investment</td><td>AGNC</td><td>43,578,785</td><td>12.23</td><td>0.02</td><td>0.16 </td></tr><tr><td>Intel</td><td>INTC</td><td>41,038,613</td><td>44.42</td><td>-0.13</td><td>-0.29 </td></tr><tr><td>APA</td><td>APA</td><td>37,975,885</td><td>47.01</td><td>-0.61</td><td>-1.28 </td></tr><tr><td>Microsoft</td><td>MSFT</td><td>37,803,968</td><td>271.87</td><td>-1.37</td><td>-0.50 </td></tr><tr><td>Opendoor Technologies</td><td>OPEN</td><td>35,667,621</td><td>7.23</td><td>-0.26</td><td>-3.47 </td></tr><tr><td>Keurig Dr Pepper</td><td>KDP</td><td>35,516,218</td><td>34.74</td><td>-0.44</td><td>-1.25 </td></tr><tr><td>Tesla</td><td>TSLA</td><td>33,862,303</td><td>758.26</td><td>-1.37</td><td>-0.18 </td></tr><tr><td><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a> A</td><td>WBD</td><td>33,230,506</td><td>18.45</td><td>-0.31</td><td>-1.65 </td></tr><tr><td>CSX</td><td>CSX</td><td>31,802,363</td><td>31.79</td><td>-0.26</td><td>-0.81 </td></tr><tr><td>Melco Resorts &amp; Ent ADR</td><td>MLCO</td><td>31,332,647</td><td>5.64</td><td>0.34</td><td>6.42 </td></tr><tr><td>Source: WSJ Market Data Group </td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table></pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 31, 2022 17:37 ET (21:37 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></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>NASD Most Active Issues</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; 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}\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\">\nNASD Most Active Issues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-01 05:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<pre><table><tbody><tr><td></td><td>VOLUME ACTIVES </td><td></td><td></td><td></td><td></td></tr><tr><td>COMPANY</td><td>SYMBOL</td><td>VOLUME</td><td>LAST</td><td>CHANGE</td><td>PERCENT </td></tr><tr><td>-------</td><td>------</td><td>------</td><td>----</td><td>------</td><td>------- </td></tr><tr><td>ProShares UltraPro QQQ</td><td>TQQQ</td><td>183,673,236</td><td>33.05</td><td>-0.24</td><td>-0.72 </td></tr><tr><td>Advanced Micro Devices</td><td><a href=\"https://laohu8.com/S/AMD\">AMD</a></td><td>124,954,306</td><td>101.86</td><td>-0.40</td><td>-0.39 </td></tr><tr><td>ProSh UltraPro Shrt QQQ</td><td>SQQQ</td><td>122,330,256</td><td>47.31</td><td>0.30</td><td>0.64 </td></tr><tr><td>Apple</td><td>AAPL</td><td>103,564,914</td><td>148.84</td><td>-0.80</td><td>-0.53 </td></tr><tr><td><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a></td><td>GRAB</td><td>92,467,125</td><td>2.66</td><td>0.25</td><td>10.37 </td></tr><tr><td>NVIDIA</td><td>NVDA</td><td>66,292,058</td><td>186.72</td><td>-1.39</td><td>-0.74 </td></tr><tr><td>Cisco Systems</td><td>CSCO</td><td>64,731,509</td><td>45.05</td><td>-0.57</td><td>-1.25 </td></tr><tr><td>SoFi Technologies</td><td>SOFI</td><td>61,269,888</td><td>7.48</td><td>-0.07</td><td>-0.93 </td></tr><tr><td>Invesco QQQ Trust I</td><td>QQQ</td><td>60,592,918</td><td>308.28</td><td>-0.82</td><td>-0.27 </td></tr><tr><td>DraftKings Cl A</td><td>DKNG</td><td>49,421,510</td><td>13.55</td><td>-1.17</td><td>-7.95 </td></tr><tr><td>AGNC Investment</td><td>AGNC</td><td>43,578,785</td><td>12.23</td><td>0.02</td><td>0.16 </td></tr><tr><td>Intel</td><td>INTC</td><td>41,038,613</td><td>44.42</td><td>-0.13</td><td>-0.29 </td></tr><tr><td>APA</td><td>APA</td><td>37,975,885</td><td>47.01</td><td>-0.61</td><td>-1.28 </td></tr><tr><td>Microsoft</td><td>MSFT</td><td>37,803,968</td><td>271.87</td><td>-1.37</td><td>-0.50 </td></tr><tr><td>Opendoor Technologies</td><td>OPEN</td><td>35,667,621</td><td>7.23</td><td>-0.26</td><td>-3.47 </td></tr><tr><td>Keurig Dr Pepper</td><td>KDP</td><td>35,516,218</td><td>34.74</td><td>-0.44</td><td>-1.25 </td></tr><tr><td>Tesla</td><td>TSLA</td><td>33,862,303</td><td>758.26</td><td>-1.37</td><td>-0.18 </td></tr><tr><td><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a> A</td><td>WBD</td><td>33,230,506</td><td>18.45</td><td>-0.31</td><td>-1.65 </td></tr><tr><td>CSX</td><td>CSX</td><td>31,802,363</td><td>31.79</td><td>-0.26</td><td>-0.81 </td></tr><tr><td>Melco Resorts &amp; Ent ADR</td><td>MLCO</td><td>31,332,647</td><td>5.64</td><td>0.34</td><td>6.42 </td></tr><tr><td>Source: WSJ Market Data Group </td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table></pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 31, 2022 17:37 ET (21:37 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4560":"网络安全概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4579":"人工智能","CSCO":"思科","BK4525":"远程办公概念","BK4515":"5G概念","BK4020":"通信设备","BK4581":"高盛持仓",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","BK4022":"陆运","BK4122":"互联网与直销零售","BK4527":"明星科技股","GRAB":"Grab Holdings"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240480974","content_text":"VOLUME ACTIVES COMPANYSYMBOLVOLUMELASTCHANGEPERCENT ------------------------------------ ProShares UltraPro QQQTQQQ183,673,23633.05-0.24-0.72 Advanced Micro DevicesAMD124,954,306101.86-0.40-0.39 ProSh UltraPro Shrt QQQSQQQ122,330,25647.310.300.64 AppleAAPL103,564,914148.84-0.80-0.53 Grab HoldingsGRAB92,467,1252.660.2510.37 NVIDIANVDA66,292,058186.72-1.39-0.74 Cisco SystemsCSCO64,731,50945.05-0.57-1.25 SoFi TechnologiesSOFI61,269,8887.48-0.07-0.93 Invesco QQQ Trust IQQQ60,592,918308.28-0.82-0.27 DraftKings Cl ADKNG49,421,51013.55-1.17-7.95 AGNC InvestmentAGNC43,578,78512.230.020.16 IntelINTC41,038,61344.42-0.13-0.29 APAAPA37,975,88547.01-0.61-1.28 MicrosoftMSFT37,803,968271.87-1.37-0.50 Opendoor TechnologiesOPEN35,667,6217.23-0.26-3.47 Keurig Dr PepperKDP35,516,21834.74-0.44-1.25 TeslaTSLA33,862,303758.26-1.37-0.18 Warner Bros. Discovery AWBD33,230,50618.45-0.31-1.65 CSXCSX31,802,36331.79-0.26-0.81 Melco Resorts & Ent ADRMLCO31,332,6475.640.346.42 Source: WSJ Market Data Group \n\n$(END)$ Dow Jones Newswires\n\n\n  May 31, 2022 17:37 ET (21:37 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066019917,"gmtCreate":1651818064639,"gmtModify":1676534977587,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>up up up","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>up up up","text":"$Grab Holdings(GRAB)$up up up","images":[{"img":"https://community-static.tradeup.com/news/9d40429a76aba1db1328856104d8def9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066019917","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014114113,"gmtCreate":1649632890681,"gmtModify":1676534539329,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014114113","repostId":"2226388503","repostType":4,"repost":{"id":"2226388503","pubTimestamp":1649591791,"share":"https://ttm.financial/m/news/2226388503?lang=&edition=fundamental","pubTime":"2022-04-10 19:56","market":"hk","language":"zh","title":"下周重磅日程：中国金融数据、美国CPI、欧央行利率决议","url":"https://stock-news.laohu8.com/highlight/detail?id=2226388503","media":"华尔街见闻","summary":"4月11日至4月15日当周重磅财经事件一览：下周继续关注俄乌局势，本周西方对俄制裁再度加码，欧盟禁止从俄罗斯进口煤炭，美国禁止从俄罗斯进口石油、天然气、煤炭和其他能源产品。昨日，拜登签署法案，暂停与俄","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/2c52971a0519cc46d2a0d055a4c653ac\" tg-width=\"2048\" tg-height=\"1131\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>4月11日至4月15日当周重磅财经事件一览：</p><p>下周继续关注俄乌局势，本周西方对俄制裁再度加码，欧盟禁止从俄罗斯进口煤炭，美国禁止从俄罗斯进口石油、天然气、煤炭和其他能源产品。昨日，拜登签署法案，暂停与俄罗斯和白俄罗斯正常贸易关系。乌克兰总统泽连斯基4月9日早些时候表示，乌克兰“已准备好”与俄罗斯继续谈判解决问题。</p><p>央行方面，欧洲央行公布利率决议、欧洲央行行长拉加德召开货币政策新闻发布会。欧央行3月会议纪要显示，内部目前对如何应对通胀存在分歧。华尔街投行认为，会议纪要暗示决策者倾向于不再考虑乌克兰战争对经济增长的威胁，将更快地取消其货币刺激措施。<a href=\"https://laohu8.com/S/GS\">高盛</a>预计欧洲央行将在9月和12月加息25个基点。此外，新西兰联储和加拿大央行都将公布利率决议和货币政策报告。</p><p>下周，多位美联储官员将就货币政策和经济前景进行发言，FOMC永久票委、纽约联储主席<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>参加纽约经济俱乐部座谈，2023年FOMC票委、芝加哥联储主席埃文斯就美国经济和货币政策发表讲话，美联储理事布雷纳德就美国经济发表讲话等。</p><p>经济数据方面，下周中国将公布重磅进出口数据、CPI、PPI通胀数据以及新增社融、M2增速等金融数据，在经历了1月的创纪录新增和2月的不及预期后，市场对即将公布的3月的金融数据格外关注。</p><p><a href=\"https://laohu8.com/S/601995\">中金公司</a>预计，3月新增人民币贷款约2.6万亿元，小幅低于去年同期的2.7万亿元，社融增量3.5万亿元，M2同比增速或降至9%附近。中金指出，实体融资需求低迷，信用扩张仍然较为困难。在稳增长背景下，政策继续推动信贷投放，不过实体融资需求依然低迷，尤其是3月疫情大幅拖累经济活动。根据央行调查问卷，一季度贷款需求指数较去年同期减少5.2个百分点，制造业贷款需求指数较去年同期也有所放缓，当前实体融资需求依然低迷。</p><p>同时，中国、美国、英国等多国将公布3月CPI数据，根据经济学家预期，英美CPI同比继续走高，美国CPI同比预期值达到8.4%，PPI同比预期值为10.6%，英国CPI同比预期值为6.7%。</p><p>下周，原油市场将有三份重要报告。EIA将公布至4月8日当周原油库存，欧佩克将公布月度原油市场报告，IEA将公布月度原油市场报告。</p><p>其他方面，下周央行共有400亿元7天期逆回购到期，除周二外，其余四天均有100亿元逆回购到期。另外，下周五有1500亿元MLF到期，可关注MLF续作规模，以及利率是否调整。</p><p>美股将在下周迎来财报季，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、高盛、<a href=\"https://laohu8.com/S/C\">花旗</a>、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>等将在下周发布财报。</p><h2>经济数据</h2><ul><li>周一（4月11日），中国3月CPI、PPI，英国2月GDP环比</li><li>周二（4月12日），英国3月失业金申请人数变动，英国2月三个月ILO失业率，德国3月CPI同比终值，欧元区4月ZEW经济景气指数，美国3月CPI</li><li>周三（4月13日），中国3月进出口数据，英国3月CPI，美国3月PPI，美国至4月8日当周EIA原油库存</li><li>周四（4月14日），美国3月零售销售环比，美国4月9日当周首次申请失业金人数，美国4月密歇根大学消费者信心指数初值，美国至4月8日当周EIA天然气库存</li><li>周五（4月15日），中国发布70城房价月度报告，美国3月工业产出环比</li></ul><p>此外，中国3月金融数据，包括M2、新增社融、新增人民币贷款将于本周不定期发布。</p><h2>全球央行</h2><ul><li>周一（4月11日），美联储理事鲍曼和美联储理事沃勒在美联储举办的活动上发表讲话</li><li>周二（4月12日），FOMC永久票委、纽约联储主席威廉姆斯参加纽约经济俱乐部座谈，2023年FOMC票委、芝加哥联储主席埃文斯就美国经济和货币政策发表讲话</li><li>周三（4月13日），美联储理事布雷纳德就美国经济发表讲话，新西兰联储公布利率决议和货币政策评估报告，加拿大央行公布利率决议和季度货币政策报告</li><li>周四（4月14日），欧洲央行公布利率决议，欧洲央行行长拉加德召开新闻发布会</li><li>周五（4月15日），2022年FOMC票委、克利夫兰联储主席梅斯特参与关于劳动力发展的讨论，2023年FOMC票委、费城联储主席哈克就美国经济和就业市场发表讲话</li></ul><h2>打新机会</h2><p>根据发行安排，下周暂有12只新股申购，按所属板块，科创板有4只、创业板有7只、沪市主板有1只。包括：<a href=\"https://laohu8.com/S/688279\">峰岹科技</a>、<a href=\"https://laohu8.com/S/301248\">杰创智能</a>、<a href=\"https://laohu8.com/S/301187\">欧圣电气</a>、纳芯微、<a href=\"https://laohu8.com/S/688046\">药康生物</a>、中国海油、<a href=\"https://laohu8.com/S/301288\">清研环境</a>、中一科技、嘉戎技术、<a href=\"https://laohu8.com/S/688325\">赛微微电</a>、<a href=\"https://laohu8.com/S/301259\">艾布鲁</a>、国能日新。</p><p><img src=\"https://static.tigerbbs.com/3ab7d92d84f197089a3a2e38d41c3044\" tg-width=\"2048\" tg-height=\"1139\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>另外，<a href=\"https://laohu8.com/S/301151\">冠龙节能</a>将于4月11日（周一）登陆创业板，冠龙节能主要从事节水阀门的研发、设计、生产和销售，主要产品包括蝶阀、闸阀、控制阀、止回阀等阀门产品及其他配套产品，主要应用于城镇给排水、水利和工业等下游领域。</p><p>Excelerate Energy Inc将于4月13日（周四）在纽交所上市，Excelerate Energy是一家总部位于美国得克萨斯州的液化天然气（LNG）解决方案供应商，主要业务是为客户提供浮式液化天然气再气化解决方案。</p><h2>新发基金</h2><p>基金发行略有降温，下周将有15只（份额合并计算）基金开启认购。</p><p><img src=\"https://static.tigerbbs.com/e28b9d6b54f758dad776128d4e5bd999\" tg-width=\"2048\" tg-height=\"1152\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>财报</h2><p>下周，美股将迎来财报季，摩根大通、高盛、花旗、贝莱德、摩根士丹利、富国银行等将在下周发布财报。</p></body></html>","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>下周重磅日程：中国金融数据、美国CPI、欧央行利率决议</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n下周重磅日程：中国金融数据、美国CPI、欧央行利率决议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-10 19:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3656476><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月11日至4月15日当周重磅财经事件一览：下周继续关注俄乌局势，本周西方对俄制裁再度加码，欧盟禁止从俄罗斯进口煤炭，美国禁止从俄罗斯进口石油、天然气、煤炭和其他能源产品。昨日，拜登签署法案，暂停与俄罗斯和白俄罗斯正常贸易关系。乌克兰总统泽连斯基4月9日早些时候表示，乌克兰“已准备好”与俄罗斯继续谈判解决问题。央行方面，欧洲央行公布利率决议、欧洲央行行长拉加德召开货币政策新闻发布会。欧央行3月...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3656476\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b72c7a49848a200043090f96ed32f108","relate_stocks":{".DJI":"道琼斯","000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3656476","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226388503","content_text":"4月11日至4月15日当周重磅财经事件一览：下周继续关注俄乌局势，本周西方对俄制裁再度加码，欧盟禁止从俄罗斯进口煤炭，美国禁止从俄罗斯进口石油、天然气、煤炭和其他能源产品。昨日，拜登签署法案，暂停与俄罗斯和白俄罗斯正常贸易关系。乌克兰总统泽连斯基4月9日早些时候表示，乌克兰“已准备好”与俄罗斯继续谈判解决问题。央行方面，欧洲央行公布利率决议、欧洲央行行长拉加德召开货币政策新闻发布会。欧央行3月会议纪要显示，内部目前对如何应对通胀存在分歧。华尔街投行认为，会议纪要暗示决策者倾向于不再考虑乌克兰战争对经济增长的威胁，将更快地取消其货币刺激措施。高盛预计欧洲央行将在9月和12月加息25个基点。此外，新西兰联储和加拿大央行都将公布利率决议和货币政策报告。下周，多位美联储官员将就货币政策和经济前景进行发言，FOMC永久票委、纽约联储主席威廉姆斯参加纽约经济俱乐部座谈，2023年FOMC票委、芝加哥联储主席埃文斯就美国经济和货币政策发表讲话，美联储理事布雷纳德就美国经济发表讲话等。经济数据方面，下周中国将公布重磅进出口数据、CPI、PPI通胀数据以及新增社融、M2增速等金融数据，在经历了1月的创纪录新增和2月的不及预期后，市场对即将公布的3月的金融数据格外关注。中金公司预计，3月新增人民币贷款约2.6万亿元，小幅低于去年同期的2.7万亿元，社融增量3.5万亿元，M2同比增速或降至9%附近。中金指出，实体融资需求低迷，信用扩张仍然较为困难。在稳增长背景下，政策继续推动信贷投放，不过实体融资需求依然低迷，尤其是3月疫情大幅拖累经济活动。根据央行调查问卷，一季度贷款需求指数较去年同期减少5.2个百分点，制造业贷款需求指数较去年同期也有所放缓，当前实体融资需求依然低迷。同时，中国、美国、英国等多国将公布3月CPI数据，根据经济学家预期，英美CPI同比继续走高，美国CPI同比预期值达到8.4%，PPI同比预期值为10.6%，英国CPI同比预期值为6.7%。下周，原油市场将有三份重要报告。EIA将公布至4月8日当周原油库存，欧佩克将公布月度原油市场报告，IEA将公布月度原油市场报告。其他方面，下周央行共有400亿元7天期逆回购到期，除周二外，其余四天均有100亿元逆回购到期。另外，下周五有1500亿元MLF到期，可关注MLF续作规模，以及利率是否调整。美股将在下周迎来财报季，摩根大通、高盛、花旗、贝莱德、摩根士丹利、富国银行等将在下周发布财报。经济数据周一（4月11日），中国3月CPI、PPI，英国2月GDP环比周二（4月12日），英国3月失业金申请人数变动，英国2月三个月ILO失业率，德国3月CPI同比终值，欧元区4月ZEW经济景气指数，美国3月CPI周三（4月13日），中国3月进出口数据，英国3月CPI，美国3月PPI，美国至4月8日当周EIA原油库存周四（4月14日），美国3月零售销售环比，美国4月9日当周首次申请失业金人数，美国4月密歇根大学消费者信心指数初值，美国至4月8日当周EIA天然气库存周五（4月15日），中国发布70城房价月度报告，美国3月工业产出环比此外，中国3月金融数据，包括M2、新增社融、新增人民币贷款将于本周不定期发布。全球央行周一（4月11日），美联储理事鲍曼和美联储理事沃勒在美联储举办的活动上发表讲话周二（4月12日），FOMC永久票委、纽约联储主席威廉姆斯参加纽约经济俱乐部座谈，2023年FOMC票委、芝加哥联储主席埃文斯就美国经济和货币政策发表讲话周三（4月13日），美联储理事布雷纳德就美国经济发表讲话，新西兰联储公布利率决议和货币政策评估报告，加拿大央行公布利率决议和季度货币政策报告周四（4月14日），欧洲央行公布利率决议，欧洲央行行长拉加德召开新闻发布会周五（4月15日），2022年FOMC票委、克利夫兰联储主席梅斯特参与关于劳动力发展的讨论，2023年FOMC票委、费城联储主席哈克就美国经济和就业市场发表讲话打新机会根据发行安排，下周暂有12只新股申购，按所属板块，科创板有4只、创业板有7只、沪市主板有1只。包括：峰岹科技、杰创智能、欧圣电气、纳芯微、药康生物、中国海油、清研环境、中一科技、嘉戎技术、赛微微电、艾布鲁、国能日新。另外，冠龙节能将于4月11日（周一）登陆创业板，冠龙节能主要从事节水阀门的研发、设计、生产和销售，主要产品包括蝶阀、闸阀、控制阀、止回阀等阀门产品及其他配套产品，主要应用于城镇给排水、水利和工业等下游领域。Excelerate Energy Inc将于4月13日（周四）在纽交所上市，Excelerate Energy是一家总部位于美国得克萨斯州的液化天然气（LNG）解决方案供应商，主要业务是为客户提供浮式液化天然气再气化解决方案。新发基金基金发行略有降温，下周将有15只（份额合并计算）基金开启认购。财报下周，美股将迎来财报季，摩根大通、高盛、花旗、贝莱德、摩根士丹利、富国银行等将在下周发布财报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958406638,"gmtCreate":1673792372325,"gmtModify":1676538886047,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958406638","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927249869,"gmtCreate":1672513951052,"gmtModify":1676538700079,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Happy new year","listText":"Happy new year","text":"Happy new year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927249869","isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045490860,"gmtCreate":1656639464150,"gmtModify":1676535868919,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045490860","repostId":"2248856462","repostType":2,"repost":{"id":"2248856462","pubTimestamp":1656630900,"share":"https://ttm.financial/m/news/2248856462?lang=&edition=fundamental","pubTime":"2022-07-01 07:15","market":"us","language":"en","title":"The S&P 500 Had Its Worst First Half Since 1970. What Comes Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2248856462","media":"Barrons","summary":"The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many inv","content":"<html><head></head><body><p>The S&amp;P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.</p><p>In the first six months of 2022, the widely followed large-cap index has tumbled 20.6% amid expectations of high inflation and a hawkish Federal Reserve, whose rate-hike plans could push the U.S. economy into recession. The last time the S&amp;P 500 fell this much in the first half was in 1970, according to Dow Jones markets data.</p><p>Investor sentiment has tumbled along with stock prices, and many market analysts expect the S&amp;P 500 to slide some more.The 12 bear markets since World War II—not including the current one—lasted an average of 10 months from market peak to trough, with an average drop of 34%.If the current bear market were to follow this pattern, it wouldn’t hit bottom until October.</p><p>Even so, a rebound, when it comes, could be dramatic. Markets tend to perform the best when investors are the gloomiest.</p><p>With its 20.6% loss year to date, the S&amp;P 500 posted its fourth-worst first-half performance on record, only behind 1932, 1962, and 1970, when it lost 45.4%, 23.5%, and 21.0%, respectively.</p><p>Other corners of the stock market are suffering even more. The small-cap benchmark Russell 2000 indexis down 24% year to date, its worst first half since inception in 1984. That is a much larger drop than the previous records—the 14% fall in the first half of 2020 due to the pandemic shock and the 10% loss in the first half of 2008 amid the global financial crisis.</p><p>Meanwhile, the tech-heavy Nasdaq Composite has plunged 29.5% year to date, also the worst first half of a year on record since its inception in 1971. The sharp fall has outpaced the 25% drop in the first half of 2002 at the height of the dot-com bubble burst, and the 24% loss in the first half of 1973 after the U.S. stopped exchanging dollars for gold and saw a prolonged period of inflation.</p><p>Tech companies are experiencing a particularly steep dive, but there is hardly any corner of refuge in the stock market. The recession fear has pushed 10 out of 11 sectors into the red territory, led by consumer discretionary and communication services—things people often cut first when they need to tighten the belt. Consumer discretionary stocks in the S&amp;P 500 have fallen 33%, while communications services are down 30%.</p><p>Energy stocks were the only ones that posted gains in the first half on the back of soaring oil prices, but even that sector has lost its momentum since June. Although energy companies are still pocketing record profits today, traders are quite aware that a recession would drag down demand, curb oil prices, and cut into their earnings. The S&amp;P 500’s energy sector has tumbled 22% in the past three weeks, but still trades 28% higher than where it was at the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/c4e2b054b20b2cf34312e2f14d032869\" tg-width=\"996\" tg-height=\"647\" referrerpolicy=\"no-referrer\"/></p><p>Although the overall market has performed better in the past two weeks, many are worried that things could take a worse turn in the second half of the year.</p><p>As of last week, 59% of investors were bearish about where the market is heading in the next six months, only 18% were bullish, according to a weekly sentiment survey from the American Association of Individual Investors. The bearish reading was the sixth highest since the survey started in 1987. At the beginning of June, just 37% were bearish while 32% remained bullish.</p><p>The fear of a lower market is largely due to anticipations of weaker earnings in the coming months. According to Bank of America’s global fund manager survey in June, 72% of investors expect global profits to worsen over the next 12 months, up 6 percentage points from May and the highest level since September 2008. Investors are telling companies to “play it safe” and strengthen their balance sheets, rather than increase capital expenditure or deliver share buybacks.</p><p>“The bear market will not be over until recession arrives or the risk of one is extinguished,” wrote Morgan Stanley chief U.S. equity strategist Mike Wilson last week. A full-fledged recession could push the S&amp;P 500 to bottom near 2900, or more than 23% below its current level, according to Wilson.</p><p>Other Wall Street giants have similar expectations. Goldman Sachs strategists said stocks are only pricing in a modest recession, leaving them open to a further worsening in expectations. Bank of America said the S&amp;P 500 could bottom as low as 3000 in a worst-case scenario.</p><p>If there is any silver lining to these dim expectations, it’s worth noting that investor sentiment is often a contrarian indicator. Historically, unusually bearish sentiment—a sign of fearand cautious behaviors—tends to be followed by above-average market returns, while overly bullish sentiment—a sign of greed and risk taking—is often followed by below-average returns.</p><p>Indeed, during previous years when the S&amp;P 500 was down at least 15% at the midway point of the year, the index has finished higher in the final six months every single time, with an average return of nearly 24%. “Although most investors probably don’t feel like that is possible in 2022, just remember history says a surprise bullish move is possible,” wrote LPL Financial chief market strategist Ryan Detrick last week.</p><p>Citianalysts, for one, believe the second half of the year could bring “low double digit upside” gains in the S&amp;P 500. The market has mostly priced in the Fed’s planned rate hikes and their effects on stock valuations, wrote the analysts in a research note last week. Any signs of economic slowdown could help alleviate concerns about inflation and more hawkish Fed moves.</p><p>Meanwhile, they believe that companies should have enough pricing power to pass the rising costs to consumers, which means margins might hold up better than expected. “Better-than-feared earnings and signs of peaking rates, combined with bearish investor positioning, support a positive [second half] risk/reward set up,” they wrote.</p><p>Although Citi has lowered its year-end target for the S&amp;P 500 to 4200 from 4700, it’s still much higher than many of its peers. The index finished at 3785.38 points after Thursday’s close.</p></body></html>","source":"lsy1601382232898","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>The S&P 500 Had Its Worst First Half Since 1970. What Comes Next</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\">\nThe S&P 500 Had Its Worst First Half Since 1970. What Comes Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.In the first six months of 2022, the widely followed large-cap...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248856462","content_text":"The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.In the first six months of 2022, the widely followed large-cap index has tumbled 20.6% amid expectations of high inflation and a hawkish Federal Reserve, whose rate-hike plans could push the U.S. economy into recession. The last time the S&P 500 fell this much in the first half was in 1970, according to Dow Jones markets data.Investor sentiment has tumbled along with stock prices, and many market analysts expect the S&P 500 to slide some more.The 12 bear markets since World War II—not including the current one—lasted an average of 10 months from market peak to trough, with an average drop of 34%.If the current bear market were to follow this pattern, it wouldn’t hit bottom until October.Even so, a rebound, when it comes, could be dramatic. Markets tend to perform the best when investors are the gloomiest.With its 20.6% loss year to date, the S&P 500 posted its fourth-worst first-half performance on record, only behind 1932, 1962, and 1970, when it lost 45.4%, 23.5%, and 21.0%, respectively.Other corners of the stock market are suffering even more. The small-cap benchmark Russell 2000 indexis down 24% year to date, its worst first half since inception in 1984. That is a much larger drop than the previous records—the 14% fall in the first half of 2020 due to the pandemic shock and the 10% loss in the first half of 2008 amid the global financial crisis.Meanwhile, the tech-heavy Nasdaq Composite has plunged 29.5% year to date, also the worst first half of a year on record since its inception in 1971. The sharp fall has outpaced the 25% drop in the first half of 2002 at the height of the dot-com bubble burst, and the 24% loss in the first half of 1973 after the U.S. stopped exchanging dollars for gold and saw a prolonged period of inflation.Tech companies are experiencing a particularly steep dive, but there is hardly any corner of refuge in the stock market. The recession fear has pushed 10 out of 11 sectors into the red territory, led by consumer discretionary and communication services—things people often cut first when they need to tighten the belt. Consumer discretionary stocks in the S&P 500 have fallen 33%, while communications services are down 30%.Energy stocks were the only ones that posted gains in the first half on the back of soaring oil prices, but even that sector has lost its momentum since June. Although energy companies are still pocketing record profits today, traders are quite aware that a recession would drag down demand, curb oil prices, and cut into their earnings. The S&P 500’s energy sector has tumbled 22% in the past three weeks, but still trades 28% higher than where it was at the beginning of the year.Although the overall market has performed better in the past two weeks, many are worried that things could take a worse turn in the second half of the year.As of last week, 59% of investors were bearish about where the market is heading in the next six months, only 18% were bullish, according to a weekly sentiment survey from the American Association of Individual Investors. The bearish reading was the sixth highest since the survey started in 1987. At the beginning of June, just 37% were bearish while 32% remained bullish.The fear of a lower market is largely due to anticipations of weaker earnings in the coming months. According to Bank of America’s global fund manager survey in June, 72% of investors expect global profits to worsen over the next 12 months, up 6 percentage points from May and the highest level since September 2008. Investors are telling companies to “play it safe” and strengthen their balance sheets, rather than increase capital expenditure or deliver share buybacks.“The bear market will not be over until recession arrives or the risk of one is extinguished,” wrote Morgan Stanley chief U.S. equity strategist Mike Wilson last week. A full-fledged recession could push the S&P 500 to bottom near 2900, or more than 23% below its current level, according to Wilson.Other Wall Street giants have similar expectations. Goldman Sachs strategists said stocks are only pricing in a modest recession, leaving them open to a further worsening in expectations. Bank of America said the S&P 500 could bottom as low as 3000 in a worst-case scenario.If there is any silver lining to these dim expectations, it’s worth noting that investor sentiment is often a contrarian indicator. Historically, unusually bearish sentiment—a sign of fearand cautious behaviors—tends to be followed by above-average market returns, while overly bullish sentiment—a sign of greed and risk taking—is often followed by below-average returns.Indeed, during previous years when the S&P 500 was down at least 15% at the midway point of the year, the index has finished higher in the final six months every single time, with an average return of nearly 24%. “Although most investors probably don’t feel like that is possible in 2022, just remember history says a surprise bullish move is possible,” wrote LPL Financial chief market strategist Ryan Detrick last week.Citianalysts, for one, believe the second half of the year could bring “low double digit upside” gains in the S&P 500. The market has mostly priced in the Fed’s planned rate hikes and their effects on stock valuations, wrote the analysts in a research note last week. Any signs of economic slowdown could help alleviate concerns about inflation and more hawkish Fed moves.Meanwhile, they believe that companies should have enough pricing power to pass the rising costs to consumers, which means margins might hold up better than expected. “Better-than-feared earnings and signs of peaking rates, combined with bearish investor positioning, support a positive [second half] risk/reward set up,” they wrote.Although Citi has lowered its year-end target for the S&P 500 to 4200 from 4700, it’s still much higher than many of its peers. The index finished at 3785.38 points after Thursday’s close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045355152,"gmtCreate":1656565628476,"gmtModify":1676535855376,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045355152","repostId":"1176657955","repostType":4,"repost":{"id":"1176657955","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":1656487457,"share":"https://ttm.financial/m/news/1176657955?lang=&edition=fundamental","pubTime":"2022-06-29 15:24","market":"hk","language":"zh","title":"提醒：因美国独立日假期，美股将于7月4日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1176657955","media":"老虎资讯综合","summary":"请留意具体时间，提前安排好您的投资计划。","content":"<html><head></head><body><p>尊敬的投资者：</p><p>因香港特别行政区成立纪念日（暨香港回归纪念日），<b>港股市场于7月1日（周五）休市一天</b>。此外，因美国独立日假期，<b>美股市场将于7月4日（周一）休市一天</b>。请留意具体时间，提前安排好您的投资计划。</p><p><img src=\"https://static.tigerbbs.com/b85335b584c40ee97169a866b3eb10b6\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>预祝投资顺利</p><p>老虎证券</p><p><b>休市安排</b></p><p><b>美股</b></p><p>7月4日（周一）休市，7月5日（周二）起照常开市。</p><p><b>港股</b></p><p>7月1日（周五）休市，7月4日（周一）起照常开市。</p><p><b>A股</b></p><p>照常交易。</p><p><b>沪股通、深股通</b></p><p>6月30日（周四）至7月1日（周五）不提供服务，7月4日（星期一）起照常开通。</p><p><b>港股通</b></p><p>7月1日（周五）不提供服务，7月4日（周一）起照常开通。</p><p><b>新加坡股市、澳大利亚市场</b></p><p>照常交易。</p><p><b>背景介绍</b></p><p><b>香港特别行政区成立纪念日</b></p><p>暨香港回归纪念日，为每年的7月1日。1997年7月1日，中华人民共和国香港特别行政区政府成立。从此，这一天成为香港回归纪念日。</p><p>2022年是香港回归祖国25周年。</p><p><img src=\"https://static.tigerbbs.com/f228e2be416213ddd5f57b144bf15712\" tg-width=\"860\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/></p><p><b>美国独立日</b></p><p>独立日（Independence Day，又称Fourth of July或July Fourth）是美国的主要法定节日之一，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。</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>提醒：因美国独立日假期，美股将于7月4日休市</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提醒：因美国独立日假期，美股将于7月4日休市\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\">2022-06-29 15:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尊敬的投资者：</p><p>因香港特别行政区成立纪念日（暨香港回归纪念日），<b>港股市场于7月1日（周五）休市一天</b>。此外，因美国独立日假期，<b>美股市场将于7月4日（周一）休市一天</b>。请留意具体时间，提前安排好您的投资计划。</p><p><img src=\"https://static.tigerbbs.com/b85335b584c40ee97169a866b3eb10b6\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>预祝投资顺利</p><p>老虎证券</p><p><b>休市安排</b></p><p><b>美股</b></p><p>7月4日（周一）休市，7月5日（周二）起照常开市。</p><p><b>港股</b></p><p>7月1日（周五）休市，7月4日（周一）起照常开市。</p><p><b>A股</b></p><p>照常交易。</p><p><b>沪股通、深股通</b></p><p>6月30日（周四）至7月1日（周五）不提供服务，7月4日（星期一）起照常开通。</p><p><b>港股通</b></p><p>7月1日（周五）不提供服务，7月4日（周一）起照常开通。</p><p><b>新加坡股市、澳大利亚市场</b></p><p>照常交易。</p><p><b>背景介绍</b></p><p><b>香港特别行政区成立纪念日</b></p><p>暨香港回归纪念日，为每年的7月1日。1997年7月1日，中华人民共和国香港特别行政区政府成立。从此，这一天成为香港回归纪念日。</p><p>2022年是香港回归祖国25周年。</p><p><img src=\"https://static.tigerbbs.com/f228e2be416213ddd5f57b144bf15712\" tg-width=\"860\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/></p><p><b>美国独立日</b></p><p>独立日（Independence Day，又称Fourth of July或July Fourth）是美国的主要法定节日之一，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3877d7f890a3e97cbb441a2ccfdf29da","relate_stocks":{".DJI":"道琼斯","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176657955","content_text":"尊敬的投资者：因香港特别行政区成立纪念日（暨香港回归纪念日），港股市场于7月1日（周五）休市一天。此外，因美国独立日假期，美股市场将于7月4日（周一）休市一天。请留意具体时间，提前安排好您的投资计划。预祝投资顺利老虎证券休市安排美股7月4日（周一）休市，7月5日（周二）起照常开市。港股7月1日（周五）休市，7月4日（周一）起照常开市。A股照常交易。沪股通、深股通6月30日（周四）至7月1日（周五）不提供服务，7月4日（星期一）起照常开通。港股通7月1日（周五）不提供服务，7月4日（周一）起照常开通。新加坡股市、澳大利亚市场照常交易。背景介绍香港特别行政区成立纪念日暨香港回归纪念日，为每年的7月1日。1997年7月1日，中华人民共和国香港特别行政区政府成立。从此，这一天成为香港回归纪念日。2022年是香港回归祖国25周年。美国独立日独立日（Independence Day，又称Fourth of July或July Fourth）是美国的主要法定节日之一，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046925477,"gmtCreate":1656291517199,"gmtModify":1676535799602,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"themes":[],"htmlText":"up","listText":"up","text":"up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046925477","repostId":"1165038670","repostType":2,"repost":{"id":"1165038670","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":1656285455,"share":"https://ttm.financial/m/news/1165038670?lang=&edition=fundamental","pubTime":"2022-06-27 07:17","market":"us","language":"zh","title":"本周前瞻 | 鲍威尔携手美国重磅通胀数据PCE来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=1165038670","media":"老虎资讯综合","summary":"本周（6.27-7.1）重磅财经事件：经济数据方面：美国5月批发库存月率初值、美国第一季度实际GDP年化季率终值、中国官方制造业PMI、美国5月核心PCE物价指数、美国初请失业金人数、中国6月财新制造","content":"<html><head></head><body><p><b>本周（6.27-7.1）重磅财经事件：</b></p><blockquote><b>经济数据方面：</b>美国5月批发库存月率初值、美国第一季度实际GDP年化季率终值、中国官方制造业PMI、美国5月核心PCE物价指数、美国初请失业金人数、中国6月财新制造业PMI将陆续公布。</blockquote><blockquote><b>财报方面：</b>携程网、耐克、美光科技等将发布财报。</blockquote><blockquote><b>事件方面：</b>周五为香港特别行政区成立纪念日，港股休市一日、港股通/A股通暂停交易；周二北约峰会开幕，为期两日；腾讯公司周一举行将SPARK 2022腾讯游戏发布会。</blockquote><blockquote>此外，<b>本周继续关注美联储主席鲍威尔、圣路易斯联储主席布拉德、旧金山联储主席戴利等多位美联储官员讲话，</b>从中窥探美联储对当前经济形势和货币政策路径的态度。</blockquote><p><b>6月27日 周一关键词：中国5月规模以上工业企业利润年率、美国5月耐用品订单月率初值、 美国当周EIA原油库存变动</b><img src=\"https://static.tigerbbs.com/7b1765349fac5dcc348a9902910c4cfd\" tg-width=\"949\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/75a8bab3b5a4c455ea1531c5ce282017\" tg-width=\"949\" tg-height=\"206\" referrerpolicy=\"no-referrer\"/>周一，<b>经济数据方面，</b>中国将公布中国5月规模以上工业企业利润年率；美国5月耐用品订单月率初值、美国截至6月17日当周EIA原油库存变动出炉。</p><blockquote>美国耐用品订单4月增幅低于预期。机构分析后认为，企业正在坚持资本支出计划，因其寻求提高生产率，以减轻高通胀和劳动力市场紧张的负担。不过，在利率上升和经济活动预期降温的情况下，企业今年晚些时候是否会重新考虑当下的投资步伐，目前还不太清楚。6月27日将公布美国5月耐用品订单月率初值，<b>目前市场预期为0.4%，低于0.5%的前值。</b></blockquote><p>此外，美国能源信息署更新推迟公布的数据。</p><p><b>事件方面，投资者可关注腾讯公司举行的SPARK 2022腾讯游戏发布会。</b></p><p><b>财报方面，</b><a href=\"https://laohu8.com/S/00973\">欧舒丹</a>将于当日发布财报，<a href=\"https://laohu8.com/S/TCOM\">携程网</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>将于盘后发布财报。</p><p><b>新股方面，</b><a href=\"https://laohu8.com/S/02391\">涂鸦智能-W</a>新股申购结束。</p><p><b>重要会议方面，</b>重重危机之下，七国集团峰会即于6月26日至28日在德国巴伐利亚州首府慕尼黑附近的埃尔茂宫召开。本次峰会的议题涉及俄乌冲突、气候变化、能源危机、粮食安全、经济复苏等话题。观察人士指出，在俄乌冲突持续升级的背景下，七国集团在此次会议中将面临多年来最严峻的挑战和危机。</p><p><b>6月28日 周二关键词：美国5月批发库存月率初值、美国4月S&amp;P/CS20座大城市房价指数、北约峰会开幕</b><img src=\"https://static.tigerbbs.com/7557ec0a9888dab809b78bb843517aa4\" tg-width=\"640\" tg-height=\"463\" referrerpolicy=\"no-referrer\"/>周二，<b>经济数据方面，</b>美国将公布美国5月批发库存月率初值、美国4月S&amp;P/CS20座大城市房价指数等。</p><blockquote>美国批发库存数据反映的是批发商库存中物品总价值的变动，是为了满足未来需要而暂时闲置的资源；批发商作为制造商/进口商及零售商之间的中间人，其库存情况可以作为经济先行指标之一，批发库存增长快说明批发商对经济前景看好。<b>6月28日将公布美国5月批发库存月率初值，在疫情拖累经济的情况下料不会大涨。</b></blockquote><p><b>事件方面，</b>北约峰会开幕，为期两日，预计讨论将集中在乌克兰问题上，投资者也需引起重视。北约峰会将在6月29日至30日于西班牙马德里举行。北约秘书长斯托尔滕贝格曾将其称之为在俄乌冲突背景下，加强北约的“历史性”机会。据外媒报道，此次北约峰会预计将讨论向欧盟东部与俄罗斯及其盟友白俄罗斯接壤的地区增兵。此外，峰会也有望就土耳其在瑞典和芬兰加入北约上的反对立场问题加以协商。</p><p><b>财报方面，</b><a href=\"https://laohu8.com/S/00558\">力劲科技</a>发布财报。</p><p><b>新股方面，</b><a href=\"https://laohu8.com/S/09955\">智云健康</a>新股申购结束。</p><p><b>6月29日 周三关键字：美国截至6月24日当周API原油库存变动、美国第一季度实际GDP年化季率终值、美联储主席鲍威尔/旧金山联储主席戴利/克利夫兰联储主席梅斯特发表讲话</b><img src=\"https://static.tigerbbs.com/d009e1fef305f66099330a861e47aa83\" tg-width=\"950\" tg-height=\"835\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/3bfa486b4dba1768a04e004e49a1c89f\" tg-width=\"951\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p><p>周三，<b>经济数据方面，</b>美国将公布美国第一季度实际GDP年化季率终值。</p><blockquote>美国2022年一季度实际GDP三年复合增速从1.9%下滑至1.56%。其中，进口大幅拖累一季度经济增长，三年复合增速高达3.96%；但个人消费增速仍持续上行，录得2.38%，高于2021年全年水平；其余分项增速均小幅回落，出口复合增速持续处于负增长，私人投资复合增速下行幅度最大。<b>6月29日将公布美国第一季度实际GDP年化季率终值，料维持相对低位。</b></blockquote><p>此外，<b>美国截至6月24日当周API原油库存变动也值得投资者关注。</b></p><blockquote>美国至6月17日当周API原油库存意外大增560.7万桶，为连续第三周上升并且为2022年4月8日当周以来最大增幅，预期为减少143.3万桶，前值为增加73.6万桶。汽油库存也自3月以来首次增加。<b>6月29日将公布最新周期的数据，料继续录得增加。</b></blockquote><p><b>事件方面，</b>美联储主席鲍威尔、欧洲央行行长拉加德、英国央行行长贝利以及国际清算银行总裁卡斯腾斯在欧洲央行论坛上发表讲话。</p><p>2022年FOMC票委、克利夫兰联储主席梅斯特参加一个有关通胀预期的小组讨论；</p><p>2024年FOMC票委、旧金山联储主席戴利发表讲话。</p><p><b>财报方面，</b><a href=\"https://laohu8.com/S/06110\">滔搏</a>、<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>将公布财报。</p><p><b>新股方面，</b><a href=\"https://laohu8.com/S/02372\">伟立控股</a>、<a href=\"https://laohu8.com/S/02167\">天润云</a>将公布中签结果。</p><p><b>6月30日 周四关键词：中国官方制造业PMI、美国5月核心PCE物价指数、美国初请失业金人数、圣路易斯联储主席布拉德讲话、A股通暂停交易</b><img src=\"https://static.tigerbbs.com/c23264ecc85938e74492769ba14d465f\" tg-width=\"948\" tg-height=\"699\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/c1bf4e1d47d9e2493aedb333c5a9a184\" tg-width=\"952\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>周四，<b>经济数据方面，</b>中国将发布6月官方制造业PMI。</p><blockquote>6月的最后一天将公布中国官方制造业和非制造业PMI数据，<b>预计随着国内逐渐从疫情中恢复过来，本次数据有望进一步回升。</b></blockquote><p>美国将发布5月核心PCE物价指数年率、当周初请失业金人数等数据。其中，<b>美国5月核心PCE物价指数是重中之重。</b></p><p><b>事件方面，</b>投资者需重点关注2022年FOMC票委、圣路易斯联储主席布拉德的讲话。</p><p><b>此外，因香港特别行政区成立纪念日，北向交易关闭。</b></p><p><b>财报方面，<a href=\"https://laohu8.com/S/MU\">美光科技</a>将于盘后发布财报。</b></p><p><b>7月1日 周五关键词：港股休市、港股通/A股通暂停交易、中国6月财新制造业PMI、美国6月Markit制造业PMI终值、美国6月ISM制造业PMI</b><img src=\"https://static.tigerbbs.com/c1bf4e1d47d9e2493aedb333c5a9a184\" tg-width=\"952\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>周五为<b>香港特别行政区成立纪念日，港股休市一日，港股通/A股通暂停交易。</b></p><p>经济数据方面，<b>投资者需关注中国6月财新制造业PMI、美国6月Markit制造业PMI终值、美国6月ISM制造业PMI。</b></p><p>除了以上重点数据和大事件，投资者还需关注全球疫情发展，料影响未来金融市场走势。</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>本周前瞻 | 鲍威尔携手美国重磅通胀数据PCE来袭</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本周前瞻 | 鲍威尔携手美国重磅通胀数据PCE来袭\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\">2022-06-27 07:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>本周（6.27-7.1）重磅财经事件：</b></p><blockquote><b>经济数据方面：</b>美国5月批发库存月率初值、美国第一季度实际GDP年化季率终值、中国官方制造业PMI、美国5月核心PCE物价指数、美国初请失业金人数、中国6月财新制造业PMI将陆续公布。</blockquote><blockquote><b>财报方面：</b>携程网、耐克、美光科技等将发布财报。</blockquote><blockquote><b>事件方面：</b>周五为香港特别行政区成立纪念日，港股休市一日、港股通/A股通暂停交易；周二北约峰会开幕，为期两日；腾讯公司周一举行将SPARK 2022腾讯游戏发布会。</blockquote><blockquote>此外，<b>本周继续关注美联储主席鲍威尔、圣路易斯联储主席布拉德、旧金山联储主席戴利等多位美联储官员讲话，</b>从中窥探美联储对当前经济形势和货币政策路径的态度。</blockquote><p><b>6月27日 周一关键词：中国5月规模以上工业企业利润年率、美国5月耐用品订单月率初值、 美国当周EIA原油库存变动</b><img src=\"https://static.tigerbbs.com/7b1765349fac5dcc348a9902910c4cfd\" tg-width=\"949\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/75a8bab3b5a4c455ea1531c5ce282017\" tg-width=\"949\" tg-height=\"206\" referrerpolicy=\"no-referrer\"/>周一，<b>经济数据方面，</b>中国将公布中国5月规模以上工业企业利润年率；美国5月耐用品订单月率初值、美国截至6月17日当周EIA原油库存变动出炉。</p><blockquote>美国耐用品订单4月增幅低于预期。机构分析后认为，企业正在坚持资本支出计划，因其寻求提高生产率，以减轻高通胀和劳动力市场紧张的负担。不过，在利率上升和经济活动预期降温的情况下，企业今年晚些时候是否会重新考虑当下的投资步伐，目前还不太清楚。6月27日将公布美国5月耐用品订单月率初值，<b>目前市场预期为0.4%，低于0.5%的前值。</b></blockquote><p>此外，美国能源信息署更新推迟公布的数据。</p><p><b>事件方面，投资者可关注腾讯公司举行的SPARK 2022腾讯游戏发布会。</b></p><p><b>财报方面，</b><a href=\"https://laohu8.com/S/00973\">欧舒丹</a>将于当日发布财报，<a href=\"https://laohu8.com/S/TCOM\">携程网</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>将于盘后发布财报。</p><p><b>新股方面，</b><a href=\"https://laohu8.com/S/02391\">涂鸦智能-W</a>新股申购结束。</p><p><b>重要会议方面，</b>重重危机之下，七国集团峰会即于6月26日至28日在德国巴伐利亚州首府慕尼黑附近的埃尔茂宫召开。本次峰会的议题涉及俄乌冲突、气候变化、能源危机、粮食安全、经济复苏等话题。观察人士指出，在俄乌冲突持续升级的背景下，七国集团在此次会议中将面临多年来最严峻的挑战和危机。</p><p><b>6月28日 周二关键词：美国5月批发库存月率初值、美国4月S&amp;P/CS20座大城市房价指数、北约峰会开幕</b><img src=\"https://static.tigerbbs.com/7557ec0a9888dab809b78bb843517aa4\" tg-width=\"640\" tg-height=\"463\" referrerpolicy=\"no-referrer\"/>周二，<b>经济数据方面，</b>美国将公布美国5月批发库存月率初值、美国4月S&amp;P/CS20座大城市房价指数等。</p><blockquote>美国批发库存数据反映的是批发商库存中物品总价值的变动，是为了满足未来需要而暂时闲置的资源；批发商作为制造商/进口商及零售商之间的中间人，其库存情况可以作为经济先行指标之一，批发库存增长快说明批发商对经济前景看好。<b>6月28日将公布美国5月批发库存月率初值，在疫情拖累经济的情况下料不会大涨。</b></blockquote><p><b>事件方面，</b>北约峰会开幕，为期两日，预计讨论将集中在乌克兰问题上，投资者也需引起重视。北约峰会将在6月29日至30日于西班牙马德里举行。北约秘书长斯托尔滕贝格曾将其称之为在俄乌冲突背景下，加强北约的“历史性”机会。据外媒报道，此次北约峰会预计将讨论向欧盟东部与俄罗斯及其盟友白俄罗斯接壤的地区增兵。此外，峰会也有望就土耳其在瑞典和芬兰加入北约上的反对立场问题加以协商。</p><p><b>财报方面，</b><a href=\"https://laohu8.com/S/00558\">力劲科技</a>发布财报。</p><p><b>新股方面，</b><a href=\"https://laohu8.com/S/09955\">智云健康</a>新股申购结束。</p><p><b>6月29日 周三关键字：美国截至6月24日当周API原油库存变动、美国第一季度实际GDP年化季率终值、美联储主席鲍威尔/旧金山联储主席戴利/克利夫兰联储主席梅斯特发表讲话</b><img src=\"https://static.tigerbbs.com/d009e1fef305f66099330a861e47aa83\" tg-width=\"950\" tg-height=\"835\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/3bfa486b4dba1768a04e004e49a1c89f\" tg-width=\"951\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p><p>周三，<b>经济数据方面，</b>美国将公布美国第一季度实际GDP年化季率终值。</p><blockquote>美国2022年一季度实际GDP三年复合增速从1.9%下滑至1.56%。其中，进口大幅拖累一季度经济增长，三年复合增速高达3.96%；但个人消费增速仍持续上行，录得2.38%，高于2021年全年水平；其余分项增速均小幅回落，出口复合增速持续处于负增长，私人投资复合增速下行幅度最大。<b>6月29日将公布美国第一季度实际GDP年化季率终值，料维持相对低位。</b></blockquote><p>此外，<b>美国截至6月24日当周API原油库存变动也值得投资者关注。</b></p><blockquote>美国至6月17日当周API原油库存意外大增560.7万桶，为连续第三周上升并且为2022年4月8日当周以来最大增幅，预期为减少143.3万桶，前值为增加73.6万桶。汽油库存也自3月以来首次增加。<b>6月29日将公布最新周期的数据，料继续录得增加。</b></blockquote><p><b>事件方面，</b>美联储主席鲍威尔、欧洲央行行长拉加德、英国央行行长贝利以及国际清算银行总裁卡斯腾斯在欧洲央行论坛上发表讲话。</p><p>2022年FOMC票委、克利夫兰联储主席梅斯特参加一个有关通胀预期的小组讨论；</p><p>2024年FOMC票委、旧金山联储主席戴利发表讲话。</p><p><b>财报方面，</b><a href=\"https://laohu8.com/S/06110\">滔搏</a>、<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>将公布财报。</p><p><b>新股方面，</b><a href=\"https://laohu8.com/S/02372\">伟立控股</a>、<a href=\"https://laohu8.com/S/02167\">天润云</a>将公布中签结果。</p><p><b>6月30日 周四关键词：中国官方制造业PMI、美国5月核心PCE物价指数、美国初请失业金人数、圣路易斯联储主席布拉德讲话、A股通暂停交易</b><img src=\"https://static.tigerbbs.com/c23264ecc85938e74492769ba14d465f\" tg-width=\"948\" tg-height=\"699\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/c1bf4e1d47d9e2493aedb333c5a9a184\" tg-width=\"952\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>周四，<b>经济数据方面，</b>中国将发布6月官方制造业PMI。</p><blockquote>6月的最后一天将公布中国官方制造业和非制造业PMI数据，<b>预计随着国内逐渐从疫情中恢复过来，本次数据有望进一步回升。</b></blockquote><p>美国将发布5月核心PCE物价指数年率、当周初请失业金人数等数据。其中，<b>美国5月核心PCE物价指数是重中之重。</b></p><p><b>事件方面，</b>投资者需重点关注2022年FOMC票委、圣路易斯联储主席布拉德的讲话。</p><p><b>此外，因香港特别行政区成立纪念日，北向交易关闭。</b></p><p><b>财报方面，<a href=\"https://laohu8.com/S/MU\">美光科技</a>将于盘后发布财报。</b></p><p><b>7月1日 周五关键词：港股休市、港股通/A股通暂停交易、中国6月财新制造业PMI、美国6月Markit制造业PMI终值、美国6月ISM制造业PMI</b><img src=\"https://static.tigerbbs.com/c1bf4e1d47d9e2493aedb333c5a9a184\" tg-width=\"952\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>周五为<b>香港特别行政区成立纪念日，港股休市一日，港股通/A股通暂停交易。</b></p><p>经济数据方面，<b>投资者需关注中国6月财新制造业PMI、美国6月Markit制造业PMI终值、美国6月ISM制造业PMI。</b></p><p>除了以上重点数据和大事件，投资者还需关注全球疫情发展，料影响未来金融市场走势。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165038670","content_text":"本周（6.27-7.1）重磅财经事件：经济数据方面：美国5月批发库存月率初值、美国第一季度实际GDP年化季率终值、中国官方制造业PMI、美国5月核心PCE物价指数、美国初请失业金人数、中国6月财新制造业PMI将陆续公布。财报方面：携程网、耐克、美光科技等将发布财报。事件方面：周五为香港特别行政区成立纪念日，港股休市一日、港股通/A股通暂停交易；周二北约峰会开幕，为期两日；腾讯公司周一举行将SPARK 2022腾讯游戏发布会。此外，本周继续关注美联储主席鲍威尔、圣路易斯联储主席布拉德、旧金山联储主席戴利等多位美联储官员讲话，从中窥探美联储对当前经济形势和货币政策路径的态度。6月27日 周一关键词：中国5月规模以上工业企业利润年率、美国5月耐用品订单月率初值、 美国当周EIA原油库存变动周一，经济数据方面，中国将公布中国5月规模以上工业企业利润年率；美国5月耐用品订单月率初值、美国截至6月17日当周EIA原油库存变动出炉。美国耐用品订单4月增幅低于预期。机构分析后认为，企业正在坚持资本支出计划，因其寻求提高生产率，以减轻高通胀和劳动力市场紧张的负担。不过，在利率上升和经济活动预期降温的情况下，企业今年晚些时候是否会重新考虑当下的投资步伐，目前还不太清楚。6月27日将公布美国5月耐用品订单月率初值，目前市场预期为0.4%，低于0.5%的前值。此外，美国能源信息署更新推迟公布的数据。事件方面，投资者可关注腾讯公司举行的SPARK 2022腾讯游戏发布会。财报方面，欧舒丹将于当日发布财报，携程网、耐克将于盘后发布财报。新股方面，涂鸦智能-W新股申购结束。重要会议方面，重重危机之下，七国集团峰会即于6月26日至28日在德国巴伐利亚州首府慕尼黑附近的埃尔茂宫召开。本次峰会的议题涉及俄乌冲突、气候变化、能源危机、粮食安全、经济复苏等话题。观察人士指出，在俄乌冲突持续升级的背景下，七国集团在此次会议中将面临多年来最严峻的挑战和危机。6月28日 周二关键词：美国5月批发库存月率初值、美国4月S&P/CS20座大城市房价指数、北约峰会开幕周二，经济数据方面，美国将公布美国5月批发库存月率初值、美国4月S&P/CS20座大城市房价指数等。美国批发库存数据反映的是批发商库存中物品总价值的变动，是为了满足未来需要而暂时闲置的资源；批发商作为制造商/进口商及零售商之间的中间人，其库存情况可以作为经济先行指标之一，批发库存增长快说明批发商对经济前景看好。6月28日将公布美国5月批发库存月率初值，在疫情拖累经济的情况下料不会大涨。事件方面，北约峰会开幕，为期两日，预计讨论将集中在乌克兰问题上，投资者也需引起重视。北约峰会将在6月29日至30日于西班牙马德里举行。北约秘书长斯托尔滕贝格曾将其称之为在俄乌冲突背景下，加强北约的“历史性”机会。据外媒报道，此次北约峰会预计将讨论向欧盟东部与俄罗斯及其盟友白俄罗斯接壤的地区增兵。此外，峰会也有望就土耳其在瑞典和芬兰加入北约上的反对立场问题加以协商。财报方面，力劲科技发布财报。新股方面，智云健康新股申购结束。6月29日 周三关键字：美国截至6月24日当周API原油库存变动、美国第一季度实际GDP年化季率终值、美联储主席鲍威尔/旧金山联储主席戴利/克利夫兰联储主席梅斯特发表讲话周三，经济数据方面，美国将公布美国第一季度实际GDP年化季率终值。美国2022年一季度实际GDP三年复合增速从1.9%下滑至1.56%。其中，进口大幅拖累一季度经济增长，三年复合增速高达3.96%；但个人消费增速仍持续上行，录得2.38%，高于2021年全年水平；其余分项增速均小幅回落，出口复合增速持续处于负增长，私人投资复合增速下行幅度最大。6月29日将公布美国第一季度实际GDP年化季率终值，料维持相对低位。此外，美国截至6月24日当周API原油库存变动也值得投资者关注。美国至6月17日当周API原油库存意外大增560.7万桶，为连续第三周上升并且为2022年4月8日当周以来最大增幅，预期为减少143.3万桶，前值为增加73.6万桶。汽油库存也自3月以来首次增加。6月29日将公布最新周期的数据，料继续录得增加。事件方面，美联储主席鲍威尔、欧洲央行行长拉加德、英国央行行长贝利以及国际清算银行总裁卡斯腾斯在欧洲央行论坛上发表讲话。2022年FOMC票委、克利夫兰联储主席梅斯特参加一个有关通胀预期的小组讨论；2024年FOMC票委、旧金山联储主席戴利发表讲话。财报方面，滔搏、3B家居将公布财报。新股方面，伟立控股、天润云将公布中签结果。6月30日 周四关键词：中国官方制造业PMI、美国5月核心PCE物价指数、美国初请失业金人数、圣路易斯联储主席布拉德讲话、A股通暂停交易周四，经济数据方面，中国将发布6月官方制造业PMI。6月的最后一天将公布中国官方制造业和非制造业PMI数据，预计随着国内逐渐从疫情中恢复过来，本次数据有望进一步回升。美国将发布5月核心PCE物价指数年率、当周初请失业金人数等数据。其中，美国5月核心PCE物价指数是重中之重。事件方面，投资者需重点关注2022年FOMC票委、圣路易斯联储主席布拉德的讲话。此外，因香港特别行政区成立纪念日，北向交易关闭。财报方面，美光科技将于盘后发布财报。7月1日 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