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Ah Hao
Ah Hao
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2022-12-07
$TLT 20221216 106.0 CALL$
$TLT 20221216 106.0 CALL$
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Ah Hao
Ah Hao
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2022-11-28
$Sea Ltd(SE)$
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Ah Hao
Ah Hao
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2022-01-10
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My 3 Favorite Stocks Right Now
These glaring deals from the small and mid-cap arena could be substantial long-term winners.
My 3 Favorite Stocks Right Now
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Ah Hao
Ah Hao
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2021-09-23
Hi Hi
Survey: Investors think it's time to adopt a conservative strategy in the stock market
据媒体最新调查,华尔街投资者们认为,随着本月担忧继情绪续加剧,是时候将一些风险排除在外了。 媒体本周对大约400名首席投资官、股票策略师、投资组合经理和媒体撰稿人进行了调查。 尽管投资者目前对市场持更为谨慎的看法,但他们仍认为未来12个月股市可能会走高。约一半的受访者表示,标普500指数在未来12个月内将上涨5%以上。
Survey: Investors think it's time to adopt a conservative strategy in the stock market
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Ah Hao
Ah Hao
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2021-08-12
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CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920959334","isVote":1,"tweetType":1,"viewCount":3450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966718672,"gmtCreate":1669643436997,"gmtModify":1676538217670,"author":{"id":"3579760220696360","authorId":"3579760220696360","name":"Ah Hao","avatar":"https://static.tigerbbs.com/ab98bd75f814e47f112190452ed8a673","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579760220696360","authorIdStr":"3579760220696360"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$ </a><v-v data-views=\"1\"></v-v>","text":"$Sea Ltd(SE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966718672","isVote":1,"tweetType":1,"viewCount":3712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006233508,"gmtCreate":1641749420496,"gmtModify":1676533644495,"author":{"id":"3579760220696360","authorId":"3579760220696360","name":"Ah 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probably seeing more red than green days lately. The market can seem like a popularity contest, and small and mid-cap growth stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/08/my-3-favorite-stocks-right-now/\">Source Link</a>\n\n</div>\n","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>My 3 Favorite Stocks Right Now</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\">\nMy 3 Favorite Stocks Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 09:23 GMT+8 <a href=https://www.fool.com/investing/2022/01/08/my-3-favorite-stocks-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Unless a portfolio is constructed entirely of mega-cap stocks, it's probably seeing more red than green days lately. The market can seem like a popularity contest, and small and mid-cap growth stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/08/my-3-favorite-stocks-right-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓","SE":"Sea Ltd","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4528":"SaaS概念","BK4097":"系统软件","BK4548":"巴美列捷福持仓","BK4106":"数据处理与外包服务","BK4535":"淡马锡持仓","CRWD":"CrowdStrike Holdings, Inc.","BK4560":"网络安全概念","BK4503":"景林资产持仓","BK4085":"互动家庭娱乐","AFRM":"Affirm Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/01/08/my-3-favorite-stocks-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201249471","content_text":"Unless a portfolio is constructed entirely of mega-cap stocks, it's probably seeing more red than green days lately. The market can seem like a popularity contest, and small and mid-cap growth stocks are not cool right now.But it would help if investors looked at the positives in all of this selling pressure. With so many stocks selling off, it's a great time to buy stocks at great prices. The market has hammered these three stocks recently, but they have a long-term upside that could make them huge winners down the road.1. Affirm HoldingsBuy now, pay later (BNPL) took 2021 by storm, growing roughly fourfold to $100 billion this past year. Experts think it could expand to 15 times its current volume by 2025. The simple structure of fixed installments that often carry zero interest is rapidly gaining popularity over traditional consumer credit cards.Image source: Getty Images.Affirm (NASDAQ:AFRM) is one of the leading BNPL companies. It works with its retail partners to offer installment payment plans on products. Users can shop right from the Affirm app and use Affirm's payment tools when checking out. Retailers have an incentive to use BNPL because it increases order size and customer loyalty. Shoppers can fit more into their carts, and they like the simple financing. In other words, it has become a sales tool for retailers.Affirm has secured numerous partnerships with leading e-commerce merchants, including Amazon, Walmart, Shopify, and Target. In its first quarter of 2022 (period ending Sept. 30, 2021), the company reported that its merchant partnerships had increased 1,468% year over year to 102,200. Affirm hasn't even commented on its guidance since announcing the Amazon partnership, so it seems reasonable that its 84% year-over-year merchandise volume growth in 2022 Q1 could continue from here.Despite this good news, the stock has been caught up in a broader market tech sell-off and has fallen more than 50% from its highs. At $80 per share, the stock almost trades as low as before Affirm announced the Amazon partnership.Affirm isn't profitable, but it's spending heavily on building new products and services; it has ambitions of becoming a broader financial services company, bringing a finance super-app and debit card to market over the coming quarters. As these products launch and revenue grows, investors should look for the business to begin heading toward a positive operating income.2. Crowdstrike HoldingsThe world is becoming increasingly digital at a rapid pace. Yet, consumers' and businesses' tools to protect themselves from digital threats are largely still behind the times. Someone could do a simple internet search and find countless instances of breached, hacked, or compromised companies.CrowdStrike (NASDAQ:CRWD) is a cloud-based leader in endpoint security, in which a network protects user devices like computers and mobile devices from digital threats. In the old days, people would download antivirus software, receive occasional updates from the security company which ultimately would tell the antivirus program what threats looked like.CrowdStrike's Falcon platform delivers various protections through the cloud, giving the software real-time information and updates. Devices connected on Falcon are linked, similar to a massive network. If an attack happens on one device, the system learns and instantly shares this information with the other devices throughout the network. As more devices are connected, it creates a network effect, and the Falcon platform learns more, faster.The stock has had a great run since COVID-19 started but has since pulled back roughly 40% from its highs. CrowdStrike grew subscription revenue 67% year over year in its most recent quarter, the third quarter of 2022 (Oct. 31, 2021), to $357 million. The company is reporting net losses but is growing its free cash flow; it was $123.5 million in 2022 Q3, a 62% year-over-year increase. Free cash flow is a positive step toward posting a profit, so investors should look for cash flow to keep growing, and net losses to shrink over the coming quarters.3. Sea LimitedThe population in Southeast Asia is friendly toward technology; the region boasts a population of roughly 670 million, and half are under age 30. They also tend to spend eight hours on the internet each day, more than the global average. In other words, they are a great target market for digital businesses.Sea Limited (NYSE:SE) is an internet company with various digital business segments, including e-commerce, mobile gaming, and financial services. Garena, its gaming business, is driven by FreeFire, one of the most popular mobile games in the world. It's also the most profitable part of the company, responsible for all of Sea's adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA).The company uses these profits to expand other parts of its business heavily. For example, Sea has taken its e-commerce business, Shopee, to other regions in the world, including Latin America, Europe, and India. The company is aggressively pumping its cash back into the business to pay for the employees, buildings, and resources needed for these new markets, so the overall business is losing money right now. However, I expect that the spending eventually levels off, and revenue growth will outpace the money Sea spends, pushing the company toward profits. Investors will want to pay attention to whether losses grow or shrink in future quarters.Sea's total revenue grew 122% year over year in its most recent quarter, 2021 Q3, and there is reason to believe that rapid growth can continue for years to come. E-commerce, gaming, and fintech are all massive addressable markets, and Sea's ambition to attack them at a global scale gives the business a virtually endless runway for growth. The stock is 50% off its highs, so investors with the patience to hold for the long term could be scooping up shares at a nice discount.","news_type":1,"symbols_score_info":{"SE":1,"CRWD":1,"AFRM":1}},"isVote":1,"tweetType":1,"viewCount":4591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863015628,"gmtCreate":1632331437664,"gmtModify":1676530755591,"author":{"id":"3579760220696360","authorId":"3579760220696360","name":"Ah Hao","avatar":"https://static.tigerbbs.com/ab98bd75f814e47f112190452ed8a673","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579760220696360","authorIdStr":"3579760220696360"},"themes":[],"title":"","htmlText":"Hi Hi","listText":"Hi Hi","text":"Hi Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863015628","repostId":"2169665276","repostType":2,"repost":{"id":"2169665276","kind":"news","pubTimestamp":1632327780,"share":"https://ttm.financial/m/news/2169665276?lang=en_US&edition=fundamental","pubTime":"2021-09-23 00:23","market":"us","language":"zh","title":"Survey: Investors think it's time to adopt a conservative strategy in the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=2169665276","media":"新浪美股","summary":"据媒体最新调查,华尔街投资者们认为,随着本月担忧继情绪续加剧,是时候将一些风险排除在外了。 媒体本周对大约400名首席投资官、股票策略师、投资组合经理和媒体撰稿人进行了调查。 尽管投资者目前对市场持更为谨慎的看法,但他们仍认为未来12个月股市可能会走高。约一半的受访者表示,标普500指数在未来12个月内将上涨5%以上。","content":"<p>According to the latest media survey, Wall Street investors believe that as concerns and sentiment continue to rise this month, it is time to rule out some risks.</p><p>The media surveyed approximately 400 chief investment officers, equity strategists, portfolio managers, and media writers this week. When asked what kind of market risk they are willing to accept for themselves and their clients, more than three-quarters of respondents said that now is a very conservative time in the stock market.<img src=\"https://static.tigerbbs.com/65778cdcafa625d17574b193f4c4294b\" tg-width=\"550\" tg-height=\"195\" referrerpolicy=\"no-referrer\"></p><p>Although investors currently hold a more cautious view of the market, they still believe the stock market could rise over the next 12 months. About half of the respondents said the S&P 500 would rise by more than 5% in the next 12 months. Forty-four percent said it would remain largely flat, while five percent said they expected it to fall next year.</p><p><img src=\"https://static.tigerbbs.com/0d55b716f44344dafd3c388b94d84c5a\" tg-width=\"550\" tg-height=\"244\" referrerpolicy=\"no-referrer\">After a correction this week, the S&P 500 is down about 4.2% from its all-time high reached in early September. Many market participants believe that the market is experiencing seasonal weakness.</p><p>“Market sentiment appears to have shifted in favor of short sellers over the past few weeks,” said Brian Price, head of investment management at Commonwealth Financial Network. \"After a relatively quiet summer, market participants appear to be hoping to dampen this year's gains.\"</p><p>Some prominent strategists remain bullish. Fundstrat co-founder Tom Lee believes that Monday's stock market crash presents a buying opportunity for investors.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategist Marko Kolanovic also called the sell-off excessive.</p><p>However, one of Wall Street's biggest short sellers—<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Mike Wilson believes that as some economic indicators begin to deteriorate, the S&P 500 will experience a 20% pullback, which is a \"devastating\" scenario.</p><p>The survey results show that for investors focused on yields, the best strategy at present is private credit. Only 2% of respondents believe that Treasury Bond in the United States can offer attractive returns.</p><p>Government bonds are rapidly becoming one of the most averse asset classes, as their safe-haven appeal diminishes during economic recovery. Bill Gross, the \"old bond king,\" recently called the U.S. Treasury Bond garbage, saying that the yield on the 10-year Treasury Bond over the next 12 months will be around 2%, which is equivalent to a price loss of 4%-5% and a negative return of 2.5%-3%.</p>","source":"sina","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>Survey: Investors think it's time to adopt a conservative strategy in the stock market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSurvey: Investors think it's time to adopt a conservative strategy in the stock market\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪美股</strong><span class=\"h-time small\">2021-09-23 00:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to the latest media survey, Wall Street investors believe that as concerns and sentiment continue to rise this month, it is time to rule out some risks.</p><p>The media surveyed approximately 400 chief investment officers, equity strategists, portfolio managers, and media writers this week. When asked what kind of market risk they are willing to accept for themselves and their clients, more than three-quarters of respondents said that now is a very conservative time in the stock market.<img src=\"https://static.tigerbbs.com/65778cdcafa625d17574b193f4c4294b\" tg-width=\"550\" tg-height=\"195\" referrerpolicy=\"no-referrer\"></p><p>Although investors currently hold a more cautious view of the market, they still believe the stock market could rise over the next 12 months. About half of the respondents said the S&P 500 would rise by more than 5% in the next 12 months. Forty-four percent said it would remain largely flat, while five percent said they expected it to fall next year.</p><p><img src=\"https://static.tigerbbs.com/0d55b716f44344dafd3c388b94d84c5a\" tg-width=\"550\" tg-height=\"244\" referrerpolicy=\"no-referrer\">After a correction this week, the S&P 500 is down about 4.2% from its all-time high reached in early September. Many market participants believe that the market is experiencing seasonal weakness.</p><p>“Market sentiment appears to have shifted in favor of short sellers over the past few weeks,” said Brian Price, head of investment management at Commonwealth Financial Network. \"After a relatively quiet summer, market participants appear to be hoping to dampen this year's gains.\"</p><p>Some prominent strategists remain bullish. Fundstrat co-founder Tom Lee believes that Monday's stock market crash presents a buying opportunity for investors.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategist Marko Kolanovic also called the sell-off excessive.</p><p>However, one of Wall Street's biggest short sellers—<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Mike Wilson believes that as some economic indicators begin to deteriorate, the S&P 500 will experience a 20% pullback, which is a \"devastating\" scenario.</p><p>The survey results show that for investors focused on yields, the best strategy at present is private credit. Only 2% of respondents believe that Treasury Bond in the United States can offer attractive returns.</p><p>Government bonds are rapidly becoming one of the most averse asset classes, as their safe-haven appeal diminishes during economic recovery. Bill Gross, the \"old bond king,\" recently called the U.S. Treasury Bond garbage, saying that the yield on the 10-year Treasury Bond over the next 12 months will be around 2%, which is equivalent to a price loss of 4%-5% and a negative return of 2.5%-3%.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-23/doc-iktzscyx5742473.shtml\">新浪美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee61dd9fe3e53070a1d0efed49b773f5","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SH":"做空标普500-Proshares","OEX":"标普100","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-23/doc-iktzscyx5742473.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2169665276","content_text":"据媒体最新调查,华尔街投资者们认为,随着本月担忧继情绪续加剧,是时候将一些风险排除在外了。\n媒体本周对大约400名首席投资官、股票策略师、投资组合经理和媒体撰稿人进行了调查。当被问及他们愿意为自己和客户接受什么样的市场风险时,超过四分之三的受访者表示,现在是在股市中非常保守的时候了。\n尽管投资者目前对市场持更为谨慎的看法,但他们仍认为未来12个月股市可能会走高。约一半的受访者表示,标普500指数在未来12个月内将上涨5%以上。44%的人表示将基本持平,5%的人表示预计明年会下跌。\n在本周回调之后,标普500指数较9月初创下的历史高点下跌了约4.2%。许多市场人士认为,市场正在经历季节性疲软。\n“过去几周市场情绪似乎发生了有利于空头的变化,”Commonwealth Financial Network投资管理主管Brian Price表示。 “在一个相对平静的夏季之后,市场参与者似乎希望减弱今年的涨势。”\n一些著名的策略师坚持看涨。Fundstrat联合创始人Tom Lee认为,周一股市的暴跌对投资者来说是一个买入机会。摩根大通策略师Marko Kolanovic也称此次抛售过度。\n然而,华尔街最大的空头之一——摩根士丹利的Mike Wilson认为,随着一些经济指标开始恶化,标普500指数将出现20%的回调,这是一种“破坏性”的情景。\n调查结果显示,对于关注收益率的投资者来说,目前最好的策略是私人信贷。只有2%的受访者认为美国国债可以提供有吸引力的收益。\n政府债券正迅速成为最令人厌恶的资产类别之一,因在经济复苏期间其避险吸引力减弱。“老债王”比尔-格罗斯(Bill Gross)近期称美国国债为垃圾,称未来12个月10年期国债收益率将在2%左右,这相当于4%-5%的价格损失和2.5%-3%的负回报。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDS":0.9,"SPXU":0.9,"SPY":0.9,".SPX":0.9,"UPRO":0.9,"SH":0.9,"IVV":0.9,"ESmain":0.9,"SSO":0.9,"OEX":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":3534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895270190,"gmtCreate":1628752014110,"gmtModify":1676529842498,"author":{"id":"3579760220696360","authorId":"3579760220696360","name":"Ah Hao","avatar":"https://static.tigerbbs.com/ab98bd75f814e47f112190452ed8a673","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579760220696360","authorIdStr":"3579760220696360"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/895270190","repostId":"1188642603","repostType":4,"isVote":1,"tweetType":1,"viewCount":4343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}