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大牛林

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- 大牛林大牛林
  ·2023-04-17
  Play
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- 大牛林大牛林
  ·2023-01-06
  $尚乘数科(HKD)$ sold too fast, alamak
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- 大牛林大牛林
  ·2022-12-06
  Hmmm
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- 大牛林大牛林
  ·2022-12-01
  Hmmmmm
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- 大牛林大牛林
  ·2022-11-30
  Hmmmm
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- 大牛林大牛林
  ·2021-09-01
  What is the targrt price for next 6 months? I think is the concern
  Sorry, this post has been deleted
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- 大牛林大牛林
  ·2021-07-02
  OK
  Reminder: US stocks will be closed on July 5th due to the US Independence Day holiday.
  因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。港股、A股、英股、澳股、新加坡股市照常交易。背景简介：独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月
  Reminder: US stocks will be closed on July 5th due to the US Independence Day holiday.
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- 大牛林大牛林
  ·2021-06-28
  One day down three day up, ?
  US stocks not bearish VS. 15% pullback! Major banks predict US and Hong Kong stocks in the second half of the year.
  美股今年迄今取得较大涨幅，市场关注美联储通胀及加息表态，港股今年迄今经历“过山车式”走势，大行对于下半年表现预期不一，有哪些需要关注的？美股下半年展望上周美股大幅反弹，纳指及标普500指数指数均刷新
  US stocks not bearish VS. 15% pullback! Major banks predict US and Hong Kong stocks in the second half of the year.
  4.80K Comment
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- 大牛林大牛林
  ·2021-06-26
  Hmmmmm
  Sorry, this post has been deleted
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- 大牛林大牛林
  ·2021-06-25
  China made export to USA?
  Tesla shares rose more than 5%, and the Model 3 and Model Y may sell out in the US.
  特斯拉的第三季度数据可能会相当令人印象深刻。
  Tesla shares rose more than 5%, and the Model 3 and Model Y may sell out in the US.
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is the targrt price for&nbsp;next 6 months? I think is the concern","listText":"What is the targrt price for&nbsp;next 6 months? I think is the concern","text":"What is the targrt price for next 6 months? I think is the concern","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816510531","repostId":"1179422818","repostType":2,"isVote":1,"tweetType":1,"viewCount":5493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156858633,"gmtCreate":1625213456422,"gmtModify":1703738474326,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583646657578666","authorIdStr":"3583646657578666"},"themes":[],"title":"","htmlText":"OK&nbsp;","listText":"OK&nbsp;","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156858633","repostId":"1168133884","repostType":4,"repost":{"id":"1168133884","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625021330,"share":"https://ttm.financial/m/news/1168133884?lang=en_US&edition=fundamental","pubTime":"2021-06-30 10:48","market":"us","language":"zh","title":"Reminder: US stocks will be closed on July 5th due to the US Independence Day holiday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1168133884","media":"老虎资讯综合","summary":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月","content":"<p><b>Due to the U.S. Independence Day holiday, U.S. stocks will be closed on Monday, July 5, and will resume trading on Tuesday, July 6.</b></p><p>Trading in Hong Kong, A-shares, UK, Macau, and Singapore stock markets will continue as usual.</p><p><b>Background Introduction:</b></p><p><b>Independence Day</b>It is a statutory national holiday in the United States, celebrated annually on July 4th to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. Independence Day in the United States is as solemn as religious and folk holidays. Before the holiday, people clean their yards, decorate their homes, and hang the national flag.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: US stocks will be closed on July 5th due to the US Independence Day holiday.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: US stocks will be closed on July 5th due to the US Independence Day holiday.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-30 10:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Due to the U.S. Independence Day holiday, U.S. stocks will be closed on Monday, July 5, and will resume trading on Tuesday, July 6.</b></p><p>Trading in Hong Kong, A-shares, UK, Macau, and Singapore stock markets will continue as usual.</p><p><b>Background Introduction:</b></p><p><b>Independence Day</b>It is a statutory national holiday in the United States, celebrated annually on July 4th to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. Independence Day in the United States is as solemn as religious and folk holidays. Before the holiday, people clean their yards, decorate their homes, and hang the national flag.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，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》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150393554,"gmtCreate":1624886292678,"gmtModify":1703847010502,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583646657578666","authorIdStr":"3583646657578666"},"themes":[],"title":"","htmlText":"One day down three day up, ?&nbsp;","listText":"One day down three day up, ?&nbsp;","text":"One day down three day up, ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150393554","repostId":"1180159838","repostType":4,"repost":{"id":"1180159838","kind":"news","pubTimestamp":1624880950,"share":"https://ttm.financial/m/news/1180159838?lang=en_US&edition=fundamental","pubTime":"2021-06-28 19:49","market":"us","language":"zh","title":"US stocks not bearish VS. 15% pullback! Major banks predict US and Hong Kong stocks in the second half of the year.","url":"https://stock-news.laohu8.com/highlight/detail?id=1180159838","media":"美港电讯APP","summary":"美股今年迄今取得较大涨幅，市场关注美联储通胀及加息表态，港股今年迄今经历“过山车式”走势，大行对于下半年表现预期不一，有哪些需要关注的？美股下半年展望\n上周美股大幅反弹，纳指及标普500指数指数均刷新","content":"<p>US stocks have seen significant gains so far this year, with the market focusing on the Federal Reserve's inflation and rate hike statements. Hong Kong stocks have experienced a \"rollercoaster\" trend so far this year, and major banks have different expectations for their performance in the second half of the year. What should we pay attention to?<img src=\"https://static.tigerbbs.com/347e042b7f2477eb321a5543ae792f38\" tg-width=\"735\" tg-height=\"656\"><b>US stock market outlook for the second half of the year</b></p><p>U.S. stocks rebounded sharply last week, with both the Nasdaq and S&P 500 indices hitting record highs. Benefiting from the economic recovery, U.S. stocks have achieved significant gains so far in 2021, with the Dow Jones Industrial Average up 12.51%, the Nasdaq Composite up 11.42%, and the S&P 500 up 13.97%. The market is focused on the Federal Reserve's statements on inflation and rate hike. Major banks have differing expectations for the second half of the year. Which sectors are worth paying attention to?</p><p><b>Credit Suisse: The stock market will outperform other assets.</b></p><p>Credit Suisse expects global economic growth to accelerate in the coming months as countries gradually reopen their economies. In this process, the stock market will outperform other assets. In its second-half outlook strategy report, Credit Suisse wrote that it expects the global economy to grow by 5.9% year-on-year in 2021 and reach 4% in 2022. The growth is mainly driven by the advancement of vaccination progress, fiscal stimulus and the broader recovery of the service sector.</p><p>Ray Farris, Chief Investment Officer of Credit Suisse South Asia, said that economic expansion could lead to a significant recovery in global earnings growth, boosting stock markets. He told the media, \"We hope that stocks will become the best-performing asset class in the next six months to a year. As long as earnings continue to rise, history shows that the stock market will continue to climb. There may be adjustments along the way, but adjustments present opportunities.\"</p><p>Regarding the stock market, Credit Suisse stated that it prefers to invest in cyclical sectors such as finance and materials, especially cyclical stocks in Europe. The bank stated that European cyclical stocks, like those in the U.S., are expected to generate substantial profits, but their valuations are at decades-low levels.</p><p><b>Morgan Stanley: Bullish on staples, healthcare, and raw materials stocks</b></p><p>Based on past experience with medium-term transitions, Morgan Stanley believes that US stocks will experience a correction of about 15%. The bank said that after experiencing its most optimistic quarterly earnings revision ever, its consensus forecast for next year is now higher than what its analysts have predicted will be achievable since the start of the recovery. More specifically, given the unfavorable factors of inflation and taxation, the bank believes that profit margin estimates are too high, and the market should begin to take these factors into account by lowering valuations.</p><p>Driven by increased infrastructure spending, the bank downgraded the ratings of relevant companies. In his view, most of the infrastructure spending has been reasonably priced, and such projects usually take longer to produce results. In addition, many industrial enterprises will be most affected by rising inflation and labor shortages in the supply chain. Instead, the bank continues to favor financial and raw materials stocks in order to cope with rising inflation. Compared to technology stocks, healthcare service companies are valued lower and have greater pent-up demand.</p><p>Morgan Stanley remains bullish on staples, healthcare, and raw materials stocks rather than technology, non-staples, and industrial stocks. Morgan Stanley also remains optimistic about bank stocks, believing they are the best way to cope with inflation, and recommends avoiding representative early-cycle sectors such as semiconductors, retailers, and building materials. Finally, when reviewing the entire portfolio, finding a reasonable valuation for the company's value remains an important consideration.</p><p><b>CITIC Securities: Tax increases are the biggest risk for US stocks in the second half of the year.</b></p><p>The G7 finance ministers' meeting on June 5 announced support for the proposal to impose a 15% global minimum tax rate, but we believe that if this proposal cannot be introduced within the framework of the OECD or G20, it is expected to have a limited impact on the tax burden of multinational corporations. However, if Biden's domestic tax increase proposal is implemented, it is expected to be the biggest risk to US stocks in the second half of the year: 1) The increase in corporate income tax will directly impact US stock earnings, while the technology and pharmaceutical industries, which currently have low effective tax rates and a high proportion of overseas revenue, are expected to be the most affected. 2) If the capital gains tax is raised to 39.6%, it is expected to trigger investors to sell off, and the trend of \"retail investors increasing leverage\" entering the market since February this year may be reversed; 3) Since World War II, there has never been a simultaneous increase in personal income tax, corporate income tax, and capital gains tax in the history of the United States. Therefore, if the United States unilaterally raises tax rates, it may lead to a medium- to long-term outflow of domestic capital.</p><p>With vaccination rates continuing to rise, the global economy is expected to maintain a restart trend in the second half of this year. The price pressures caused by the short-term \"normalization of demand\" versus \"supply bottleneck\" will gradually subside. For the United States, although the Federal Reserve is likely to maintain an ultra-loose monetary policy in the second half of the year, given that the current high valuation of the S&P 500 has already exhausted the unexpected positive fundamentals, the release of the Taper signal, coupled with Biden's tax increases, if implemented in August and September respectively, may mean that the US stock market, which has been boosted by \"retail investor leverage\" since February this year, will face a concentrated outbreak of risks in the third quarter.</p><p><b>Huifeng International Development: The benchmark index is expected to reach 4,200 to 4,300 points by the end of the year.</b></p><p>Zhang Yufeng, director of Huifeng International Development, said that he is optimistic about the performance of US stocks in the second half of the year due to positive factors such as vaccination and economic restart, and expects the S&P 500 to reach 4,200 to 4,300 points by the end of the year. Although US inflation expectations have recently risen, coupled with the Federal Reserve's recent hawkish stance, he believes that unless you are a short-term investor, you should not take these factors too seriously. Everyone is sensitive to news about rate hike and inflation, but the Federal Reserve's comments can change at any time. The most important thing when buying US stocks is to pay attention to the company's future development.</p><p>Against the backdrop of economic recovery, we are optimistic about financial stocks and the healthcare sector. With the current increase in funds in the market, the active performance of US financial activities such as SPECs and IPOs since May, coupled with the rise of the financial industry combined with the concept of artificial intelligence technology, will greatly accelerate the development of the industry.</p><p>The US stock market experienced sector rotation in the first half of the year, with many technology stocks seeing valuation discounts. However, we remain optimistic about technology stocks in the long term, and the entire sector was not dragged down. Some large technology stocks, such as Google A and Amazon, performed well, while small and medium-sized technology stocks were mainly affected. Looking ahead to the listing of several technology stocks in the second half of the year, it is expected to boost the atmosphere in the technology sector, thereby improving the performance of this sector.</p><p><b>Industrial Securities: US stocks are not in a bear market, but their vulnerability and volatility have increased, and growth stocks are expected to outperform.</b></p><p>The research report points out that the US economy may enter a \"stagflation-like\" phase in the second half of the year, with the economy weakening and inflation fluctuating at high levels. The probability of a bear market in the US stock market in the second half of the year is low, but the probability of continuing the rally through fluctuations is high. The liquidity environment in Europe and the United States remains loose, economic growth has slowed but remains resilient, and the impact of Taper and tax increases is still in the expected stage.</p><p>Growth stocks with fundamental support in the US stock market are expected to outperform again. The valuations of leading growth stocks in the US stock market, represented by FAANGs, are not high, which is expected to stabilize market sentiment. Secondly, US Treasury yields will maintain a range of fluctuations in the second half of the year, unlike the rapid increase in the first half of the year. Therefore, the release of valuation risks for growth stocks has come to an end. In addition, performance growth in the second half of the year will shift towards organic growth. The cyclical value style of US stocks has outperformed significantly over the past six months, benefiting from the cyclical recovery. In the second half of the year, it will come under pressure as the momentum of the US inventory cycle weakens. Growth stocks will diverge, and growth stocks with long-term endogenous growth momentum will begin a new upward trend. However, thematic growth stocks or overvalued sectors that have overdrawn high growth expectations will still be abandoned.</p><p><b>Hong Kong stock market outlook for the second half of the year</b></p><p>Hong Kong stocks rose first and then fell last week, especially technology stocks, which saw a slight rebound. So far this year, Hong Kong stocks have experienced a rollercoaster ride, lagging behind other major stock indices overall. The Hang Seng Index has risen 7.48%, the China National Index has risen 1.17%, and the Red Chip Index has risen 7.35%.</p><p><b>CICC: Market index performance remains relatively flat, reviving the new economy.</b></p><p>Looking ahead to the second half of the year, we believe that although the performance of the Hong Kong stock market index may remain relatively lackluster, its structural attractiveness has already been established, with a focus on sectors related to the \"new economy\". Overall, we expect the Hang Seng China Enterprises Index and the MSCI China Index to climb to 11,900 points and 114 points respectively, implying an upside potential of approximately 10% and 4% from the current level. The main drivers are earnings revisions of 8% and 9% respectively, while valuation changes expand by 4% and contract by 2% respectively. The net profit growth rate of overseas Chinese stocks is expected to reach 24.4% in 2021, with the non-financial and financial sectors seeing net profit growth of 35.2% and 16.3% respectively.</p><p>We expect that domestic monetary policy will remain basically stable, given that economic growth remains robust and structural issues such as high leverage remain a policy focus. If growth faces greater pressure in the future and external uncertainties increase or decrease as the Federal Reserve begins tapering, it cannot be ruled out that certain domestic policies will serve as a hedge. We believe that overall liquidity will remain relatively friendly until the Federal Reserve tapers its QE. In addition, from a medium- to long-term perspective, the growing new economic landscape of the Hong Kong market will continue to enhance its long-term attractiveness to domestic and foreign capital.</p><p>Specifically, we recommend overweighting information technology, consumer goods, healthcare, some manufacturing sectors, energy, and diversified finance, but we recommend standard or underweighting real estate, insurance, and utilities. In addition to macro-based allocation strategies, we also offer two sector allocation strategies: high quality (ROE vs. PEG) and high prosperity (capital expenditure). In the medium term, we believe that China's early recovery from the impact of the pandemic and return to normalcy will drive the market to refocus on the opportunities brought about by China's original inherent long-term structural trends (such as consumption and industrial upgrading), such as electric vehicles, new energy (including solar energy), technology hardware, semiconductors, consumer goods, and pharmaceuticals and biotechnology.</p><p><b>CCB International: Hong Kong stocks are expected to follow an M-shaped trend in the second half of the year, reaching a high of 29,500 points. Domestic demand stocks are worth focusing on.</b></p><p>Zhao Wenli, Managing Director and Deputy Head of Research at CCB International Securities Research Department, pointed out that Hong Kong stocks are expected to generally maintain range fluctuations in the second half of the year and roughly show an M-shaped trend. The Hang Seng Index will fluctuate between 26,500 and 29,500 points, while the State-owned Enterprises Volatility Index will range between 9,500 and 11,500 points. The third quarter of 2021 will be an important testing window for market expectations. Meanwhile, important variables such as the pandemic, bond yields, and the US dollar are facing directional choices, and the third quarter may also form a new inflection point for style shift.</p><p>The Hong Kong market is likely to see a new style shift in the second half of this year, with growth stocks expected to outperform value stocks. Because China emerged from the pandemic earlier than Europe and the United States, value stocks reacted earlier. At the same time, the slowdown in economic growth may also limit the upside potential of value stocks. In comparison, some leading growth stocks have high visibility for medium- to long-term growth and offer higher cost-effectiveness than value stocks in the short term.</p><p>By industry, the main sectors with rising profits were concentrated in biotechnology, film and entertainment, and cyclical goods. The main industries forecast for the downward revision include medical aesthetics, software, hospitality and travel, and real estate-related sectors. We recommend focusing on domestic demand stocks with high visibility and policy support, such as consumer goods, biopharmaceuticals, hardware technology, and automobiles. At the same time, buy high-quality leading new economy growth stocks on dips and gradually reduce holdings in pro-cyclical value stocks.</p><p><b>GF Securities: Hong Kong-listed technology stocks are severely undervalued globally.</b></p><p>GF Hong Kong Strategy Research points out that since mid-February this year, the performance of large tech stocks in the Hong Kong stock market has been under significant pressure, mainly constrained by three major factors: the gradual tightening of platform economy regulations, the decline of the global \"stay-at-home economy\" dividend, and the rise in US Treasury yields. However, from the perspective of mid-2021, the negative impact of the three major unfavorable factors mentioned above is marginally diminishing, and the long-term investment value of large Hong Kong tech stocks is gradually emerging.</p><p>The valuations of large tech stocks have generally fallen below their historical averages, regaining good investment value and a relatively sufficient margin of safety. The Hang Seng Index expects PEG valuations to be significantly undervalued compared to the Nasdaq and ChiNext indices. The narrowing of the \"valuation gap\" across markets in the future is also expected to become a supporting driving force for the strengthening of Hong Kong-listed tech giants. In addition, the anti-monopoly policy is \"scraping and curing\" the poison, the short-term negative impact is controllable, and in the long run it will help enhance the vitality of the industry. With the implementation of the penalties against Alibaba, policy uncertainty has also decreased. Despite the gradual decline of the global stay-at-home economy, the performance of large Hong Kong-listed technology companies remains resilient.</p><p>In the first quarter of this year, the performance of Hong Kong-listed tech giants was basically within market expectations, and some even exceeded them. Although the benefits of the pandemic are gradually fading, the benefits of economic transformation are still being released. Leading companies in the technology industry will significantly benefit from their stable and efficient business models and sound corporate governance.</p><p><b>Nomura: We recommend choosing financial and cyclical stocks as inflation hedges.</b></p><p>Nomura released a research report describing the Asia-Pacific stock market as being at a crossroads in the second half of the year, expecting it to benefit from strong corporate earnings prospects. Its targets for the MSCI Asia Index (excluding Japan) for 2021 and 2022 are 900 points and 974 points, respectively. Although talk of excessive inflation and policy normalization has increased, there is a risk of a short-term correction, Nomura maintains a positive attitude towards Asian stock markets in the medium term. Nomura gave the Hong Kong stock market a \"sell\" rating and predicted a P/E of 19.2 times in 2021. The bank recommends that investors balance their portfolios, using thematic and attractively valued stocks such as financial and cyclical stocks as inflation hedges.</p><p>The ten Hong Kong stocks recommended by Nomura include Tencent Holdings, Alibaba, BYD, China Merchants Bank, Anta Sports, Haidilao, Seazen Development Holdings, China Taiping, Weigao Shares, and CK Hutchison Holdings.</p><p><b>Everbright Sun Hung Kai Securities: The outlook for Hong Kong stocks in the second half of the year is cautiously optimistic; the Hang Seng Index may reach a high of 31,000 points.</b></p><p>Everbright Sun Hung Kai Securities released its second-half outlook report. Strategist Wu Lixian said he is cautiously optimistic about the performance of Hong Kong stocks in the second half of the year, with a high of 31,000 points and a low of 26,000 points. He also stated that he has a relatively positive view on tech stocks in the second half of the year, as the stock prices of related industries lagged behind in the first half of the year and their performance fundamentals were good. They are expected to catch up in the second half of this year, and the Hang Seng Tech Index is expected to reach a high of around 9,000 points in the second half of this year, while the support level is around 7,400 points. The bank also predicts that the target for the state-owned enterprise index in the second half of the year is 11,800 points.</p><p>Wu Lixian also pointed out that Hong Kong stocks are expected to continue the main theme of valuation recovery in the first half of the year in the second half, with both new and old economy stocks having different performance opportunities, while the upward trend of cyclical stocks may be slowing down. Among them, four sectors are worth looking forward to, including the new economy, oil and energy, home appliance consumption and communication services.</p><p><b>Credit Suisse: Hang Seng Index expected to rise in the second half of the year, with a year-end target of 30,000 points.</b></p><p>Shao Zhiming, Chief Investment Officer of Credit Suisse Greater China, said that he expects Hong Kong stocks to rise in the second half of the year, with the Hang Seng Index targeting 30,000 points by the end of this year. However, Hong Kong stocks are still constrained in the short term by the mainland's tightening of monetary policy. He estimates that the tight monetary policy in mainland China may improve as early as the end of the third or fourth quarter, prompting a rebound in capital inflows into Hong Kong stocks and boosting market sentiment.</p><p>Shao Zhiming pointed out that factors positive for Hong Kong stocks also include an optimistic global economic growth outlook and the potential for RMB appreciation to support Chinese stocks. We are currently optimistic about sustainable sectors in mainland China, such as solar energy, wind energy, and electric vehicles, while maintaining a neutral view on Chinese technology stocks.</p><p>Some large tech companies have indicated that they will allocate short-term profits for medium- to long-term investment, and it is expected that the earnings performance of tech stocks in the next two quarters will be unlikely to surprise the market. Moreover, value stocks remain attractive in valuation, and investors continue to increase their holdings of value stocks. Hedging the proportion of technology stocks in the portfolio will limit the performance of technology stocks.</p><p><b>Hang Seng Asset Management: Growth stocks may outperform value stocks in the second half of the year.</b></p><p>Xue Yonghui, Director and Chief Investment Officer of Hang Seng Investment Management, said that global regulation of technology companies has been strengthened, but the market has largely digested the news and companies are adapting to the new environment. On the other hand, growth stocks began to adjust in February, and now some technology stocks have returned to more attractive levels. There is an opportunity to wait for low prices to buy, and it is believed that growth stocks will outperform value stocks in the second half of the year.</p><p>We are optimistic about sectors such as domestic demand, internet companies (e-commerce, lifestyle platforms), population aging and pharmaceutical innovation, environmental protection (new energy, electric vehicles, electric vehicle batteries), and real estate (property management, online real estate platforms), but bearish on sectors such as energy and telecommunications.</p>","source":"lsy1606393433888","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>US stocks not bearish VS. 15% pullback! Major banks predict US and Hong Kong stocks in the second half of the year.</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\">\nUS stocks not bearish VS. 15% pullback! Major banks predict US and Hong Kong stocks in the second half of the year.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">美港电讯APP</strong><span class=\"h-time small\">2021-06-28 19:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>US stocks have seen significant gains so far this year, with the market focusing on the Federal Reserve's inflation and rate hike statements. Hong Kong stocks have experienced a \"rollercoaster\" trend so far this year, and major banks have different expectations for their performance in the second half of the year. What should we pay attention to?<img src=\"https://static.tigerbbs.com/347e042b7f2477eb321a5543ae792f38\" tg-width=\"735\" tg-height=\"656\"><b>US stock market outlook for the second half of the year</b></p><p>U.S. stocks rebounded sharply last week, with both the Nasdaq and S&P 500 indices hitting record highs. Benefiting from the economic recovery, U.S. stocks have achieved significant gains so far in 2021, with the Dow Jones Industrial Average up 12.51%, the Nasdaq Composite up 11.42%, and the S&P 500 up 13.97%. The market is focused on the Federal Reserve's statements on inflation and rate hike. Major banks have differing expectations for the second half of the year. Which sectors are worth paying attention to?</p><p><b>Credit Suisse: The stock market will outperform other assets.</b></p><p>Credit Suisse expects global economic growth to accelerate in the coming months as countries gradually reopen their economies. In this process, the stock market will outperform other assets. In its second-half outlook strategy report, Credit Suisse wrote that it expects the global economy to grow by 5.9% year-on-year in 2021 and reach 4% in 2022. The growth is mainly driven by the advancement of vaccination progress, fiscal stimulus and the broader recovery of the service sector.</p><p>Ray Farris, Chief Investment Officer of Credit Suisse South Asia, said that economic expansion could lead to a significant recovery in global earnings growth, boosting stock markets. He told the media, \"We hope that stocks will become the best-performing asset class in the next six months to a year. As long as earnings continue to rise, history shows that the stock market will continue to climb. There may be adjustments along the way, but adjustments present opportunities.\"</p><p>Regarding the stock market, Credit Suisse stated that it prefers to invest in cyclical sectors such as finance and materials, especially cyclical stocks in Europe. The bank stated that European cyclical stocks, like those in the U.S., are expected to generate substantial profits, but their valuations are at decades-low levels.</p><p><b>Morgan Stanley: Bullish on staples, healthcare, and raw materials stocks</b></p><p>Based on past experience with medium-term transitions, Morgan Stanley believes that US stocks will experience a correction of about 15%. The bank said that after experiencing its most optimistic quarterly earnings revision ever, its consensus forecast for next year is now higher than what its analysts have predicted will be achievable since the start of the recovery. More specifically, given the unfavorable factors of inflation and taxation, the bank believes that profit margin estimates are too high, and the market should begin to take these factors into account by lowering valuations.</p><p>Driven by increased infrastructure spending, the bank downgraded the ratings of relevant companies. In his view, most of the infrastructure spending has been reasonably priced, and such projects usually take longer to produce results. In addition, many industrial enterprises will be most affected by rising inflation and labor shortages in the supply chain. Instead, the bank continues to favor financial and raw materials stocks in order to cope with rising inflation. Compared to technology stocks, healthcare service companies are valued lower and have greater pent-up demand.</p><p>Morgan Stanley remains bullish on staples, healthcare, and raw materials stocks rather than technology, non-staples, and industrial stocks. Morgan Stanley also remains optimistic about bank stocks, believing they are the best way to cope with inflation, and recommends avoiding representative early-cycle sectors such as semiconductors, retailers, and building materials. Finally, when reviewing the entire portfolio, finding a reasonable valuation for the company's value remains an important consideration.</p><p><b>CITIC Securities: Tax increases are the biggest risk for US stocks in the second half of the year.</b></p><p>The G7 finance ministers' meeting on June 5 announced support for the proposal to impose a 15% global minimum tax rate, but we believe that if this proposal cannot be introduced within the framework of the OECD or G20, it is expected to have a limited impact on the tax burden of multinational corporations. However, if Biden's domestic tax increase proposal is implemented, it is expected to be the biggest risk to US stocks in the second half of the year: 1) The increase in corporate income tax will directly impact US stock earnings, while the technology and pharmaceutical industries, which currently have low effective tax rates and a high proportion of overseas revenue, are expected to be the most affected. 2) If the capital gains tax is raised to 39.6%, it is expected to trigger investors to sell off, and the trend of \"retail investors increasing leverage\" entering the market since February this year may be reversed; 3) Since World War II, there has never been a simultaneous increase in personal income tax, corporate income tax, and capital gains tax in the history of the United States. Therefore, if the United States unilaterally raises tax rates, it may lead to a medium- to long-term outflow of domestic capital.</p><p>With vaccination rates continuing to rise, the global economy is expected to maintain a restart trend in the second half of this year. The price pressures caused by the short-term \"normalization of demand\" versus \"supply bottleneck\" will gradually subside. For the United States, although the Federal Reserve is likely to maintain an ultra-loose monetary policy in the second half of the year, given that the current high valuation of the S&P 500 has already exhausted the unexpected positive fundamentals, the release of the Taper signal, coupled with Biden's tax increases, if implemented in August and September respectively, may mean that the US stock market, which has been boosted by \"retail investor leverage\" since February this year, will face a concentrated outbreak of risks in the third quarter.</p><p><b>Huifeng International Development: The benchmark index is expected to reach 4,200 to 4,300 points by the end of the year.</b></p><p>Zhang Yufeng, director of Huifeng International Development, said that he is optimistic about the performance of US stocks in the second half of the year due to positive factors such as vaccination and economic restart, and expects the S&P 500 to reach 4,200 to 4,300 points by the end of the year. Although US inflation expectations have recently risen, coupled with the Federal Reserve's recent hawkish stance, he believes that unless you are a short-term investor, you should not take these factors too seriously. Everyone is sensitive to news about rate hike and inflation, but the Federal Reserve's comments can change at any time. The most important thing when buying US stocks is to pay attention to the company's future development.</p><p>Against the backdrop of economic recovery, we are optimistic about financial stocks and the healthcare sector. With the current increase in funds in the market, the active performance of US financial activities such as SPECs and IPOs since May, coupled with the rise of the financial industry combined with the concept of artificial intelligence technology, will greatly accelerate the development of the industry.</p><p>The US stock market experienced sector rotation in the first half of the year, with many technology stocks seeing valuation discounts. However, we remain optimistic about technology stocks in the long term, and the entire sector was not dragged down. Some large technology stocks, such as Google A and Amazon, performed well, while small and medium-sized technology stocks were mainly affected. Looking ahead to the listing of several technology stocks in the second half of the year, it is expected to boost the atmosphere in the technology sector, thereby improving the performance of this sector.</p><p><b>Industrial Securities: US stocks are not in a bear market, but their vulnerability and volatility have increased, and growth stocks are expected to outperform.</b></p><p>The research report points out that the US economy may enter a \"stagflation-like\" phase in the second half of the year, with the economy weakening and inflation fluctuating at high levels. The probability of a bear market in the US stock market in the second half of the year is low, but the probability of continuing the rally through fluctuations is high. The liquidity environment in Europe and the United States remains loose, economic growth has slowed but remains resilient, and the impact of Taper and tax increases is still in the expected stage.</p><p>Growth stocks with fundamental support in the US stock market are expected to outperform again. The valuations of leading growth stocks in the US stock market, represented by FAANGs, are not high, which is expected to stabilize market sentiment. Secondly, US Treasury yields will maintain a range of fluctuations in the second half of the year, unlike the rapid increase in the first half of the year. Therefore, the release of valuation risks for growth stocks has come to an end. In addition, performance growth in the second half of the year will shift towards organic growth. The cyclical value style of US stocks has outperformed significantly over the past six months, benefiting from the cyclical recovery. In the second half of the year, it will come under pressure as the momentum of the US inventory cycle weakens. Growth stocks will diverge, and growth stocks with long-term endogenous growth momentum will begin a new upward trend. However, thematic growth stocks or overvalued sectors that have overdrawn high growth expectations will still be abandoned.</p><p><b>Hong Kong stock market outlook for the second half of the year</b></p><p>Hong Kong stocks rose first and then fell last week, especially technology stocks, which saw a slight rebound. So far this year, Hong Kong stocks have experienced a rollercoaster ride, lagging behind other major stock indices overall. The Hang Seng Index has risen 7.48%, the China National Index has risen 1.17%, and the Red Chip Index has risen 7.35%.</p><p><b>CICC: Market index performance remains relatively flat, reviving the new economy.</b></p><p>Looking ahead to the second half of the year, we believe that although the performance of the Hong Kong stock market index may remain relatively lackluster, its structural attractiveness has already been established, with a focus on sectors related to the \"new economy\". Overall, we expect the Hang Seng China Enterprises Index and the MSCI China Index to climb to 11,900 points and 114 points respectively, implying an upside potential of approximately 10% and 4% from the current level. The main drivers are earnings revisions of 8% and 9% respectively, while valuation changes expand by 4% and contract by 2% respectively. The net profit growth rate of overseas Chinese stocks is expected to reach 24.4% in 2021, with the non-financial and financial sectors seeing net profit growth of 35.2% and 16.3% respectively.</p><p>We expect that domestic monetary policy will remain basically stable, given that economic growth remains robust and structural issues such as high leverage remain a policy focus. If growth faces greater pressure in the future and external uncertainties increase or decrease as the Federal Reserve begins tapering, it cannot be ruled out that certain domestic policies will serve as a hedge. We believe that overall liquidity will remain relatively friendly until the Federal Reserve tapers its QE. In addition, from a medium- to long-term perspective, the growing new economic landscape of the Hong Kong market will continue to enhance its long-term attractiveness to domestic and foreign capital.</p><p>Specifically, we recommend overweighting information technology, consumer goods, healthcare, some manufacturing sectors, energy, and diversified finance, but we recommend standard or underweighting real estate, insurance, and utilities. In addition to macro-based allocation strategies, we also offer two sector allocation strategies: high quality (ROE vs. PEG) and high prosperity (capital expenditure). In the medium term, we believe that China's early recovery from the impact of the pandemic and return to normalcy will drive the market to refocus on the opportunities brought about by China's original inherent long-term structural trends (such as consumption and industrial upgrading), such as electric vehicles, new energy (including solar energy), technology hardware, semiconductors, consumer goods, and pharmaceuticals and biotechnology.</p><p><b>CCB International: Hong Kong stocks are expected to follow an M-shaped trend in the second half of the year, reaching a high of 29,500 points. Domestic demand stocks are worth focusing on.</b></p><p>Zhao Wenli, Managing Director and Deputy Head of Research at CCB International Securities Research Department, pointed out that Hong Kong stocks are expected to generally maintain range fluctuations in the second half of the year and roughly show an M-shaped trend. The Hang Seng Index will fluctuate between 26,500 and 29,500 points, while the State-owned Enterprises Volatility Index will range between 9,500 and 11,500 points. The third quarter of 2021 will be an important testing window for market expectations. Meanwhile, important variables such as the pandemic, bond yields, and the US dollar are facing directional choices, and the third quarter may also form a new inflection point for style shift.</p><p>The Hong Kong market is likely to see a new style shift in the second half of this year, with growth stocks expected to outperform value stocks. Because China emerged from the pandemic earlier than Europe and the United States, value stocks reacted earlier. At the same time, the slowdown in economic growth may also limit the upside potential of value stocks. In comparison, some leading growth stocks have high visibility for medium- to long-term growth and offer higher cost-effectiveness than value stocks in the short term.</p><p>By industry, the main sectors with rising profits were concentrated in biotechnology, film and entertainment, and cyclical goods. The main industries forecast for the downward revision include medical aesthetics, software, hospitality and travel, and real estate-related sectors. We recommend focusing on domestic demand stocks with high visibility and policy support, such as consumer goods, biopharmaceuticals, hardware technology, and automobiles. At the same time, buy high-quality leading new economy growth stocks on dips and gradually reduce holdings in pro-cyclical value stocks.</p><p><b>GF Securities: Hong Kong-listed technology stocks are severely undervalued globally.</b></p><p>GF Hong Kong Strategy Research points out that since mid-February this year, the performance of large tech stocks in the Hong Kong stock market has been under significant pressure, mainly constrained by three major factors: the gradual tightening of platform economy regulations, the decline of the global \"stay-at-home economy\" dividend, and the rise in US Treasury yields. However, from the perspective of mid-2021, the negative impact of the three major unfavorable factors mentioned above is marginally diminishing, and the long-term investment value of large Hong Kong tech stocks is gradually emerging.</p><p>The valuations of large tech stocks have generally fallen below their historical averages, regaining good investment value and a relatively sufficient margin of safety. The Hang Seng Index expects PEG valuations to be significantly undervalued compared to the Nasdaq and ChiNext indices. The narrowing of the \"valuation gap\" across markets in the future is also expected to become a supporting driving force for the strengthening of Hong Kong-listed tech giants. In addition, the anti-monopoly policy is \"scraping and curing\" the poison, the short-term negative impact is controllable, and in the long run it will help enhance the vitality of the industry. With the implementation of the penalties against Alibaba, policy uncertainty has also decreased. Despite the gradual decline of the global stay-at-home economy, the performance of large Hong Kong-listed technology companies remains resilient.</p><p>In the first quarter of this year, the performance of Hong Kong-listed tech giants was basically within market expectations, and some even exceeded them. Although the benefits of the pandemic are gradually fading, the benefits of economic transformation are still being released. Leading companies in the technology industry will significantly benefit from their stable and efficient business models and sound corporate governance.</p><p><b>Nomura: We recommend choosing financial and cyclical stocks as inflation hedges.</b></p><p>Nomura released a research report describing the Asia-Pacific stock market as being at a crossroads in the second half of the year, expecting it to benefit from strong corporate earnings prospects. Its targets for the MSCI Asia Index (excluding Japan) for 2021 and 2022 are 900 points and 974 points, respectively. Although talk of excessive inflation and policy normalization has increased, there is a risk of a short-term correction, Nomura maintains a positive attitude towards Asian stock markets in the medium term. Nomura gave the Hong Kong stock market a \"sell\" rating and predicted a P/E of 19.2 times in 2021. The bank recommends that investors balance their portfolios, using thematic and attractively valued stocks such as financial and cyclical stocks as inflation hedges.</p><p>The ten Hong Kong stocks recommended by Nomura include Tencent Holdings, Alibaba, BYD, China Merchants Bank, Anta Sports, Haidilao, Seazen Development Holdings, China Taiping, Weigao Shares, and CK Hutchison Holdings.</p><p><b>Everbright Sun Hung Kai Securities: The outlook for Hong Kong stocks in the second half of the year is cautiously optimistic; the Hang Seng Index may reach a high of 31,000 points.</b></p><p>Everbright Sun Hung Kai Securities released its second-half outlook report. Strategist Wu Lixian said he is cautiously optimistic about the performance of Hong Kong stocks in the second half of the year, with a high of 31,000 points and a low of 26,000 points. He also stated that he has a relatively positive view on tech stocks in the second half of the year, as the stock prices of related industries lagged behind in the first half of the year and their performance fundamentals were good. They are expected to catch up in the second half of this year, and the Hang Seng Tech Index is expected to reach a high of around 9,000 points in the second half of this year, while the support level is around 7,400 points. The bank also predicts that the target for the state-owned enterprise index in the second half of the year is 11,800 points.</p><p>Wu Lixian also pointed out that Hong Kong stocks are expected to continue the main theme of valuation recovery in the first half of the year in the second half, with both new and old economy stocks having different performance opportunities, while the upward trend of cyclical stocks may be slowing down. Among them, four sectors are worth looking forward to, including the new economy, oil and energy, home appliance consumption and communication services.</p><p><b>Credit Suisse: Hang Seng Index expected to rise in the second half of the year, with a year-end target of 30,000 points.</b></p><p>Shao Zhiming, Chief Investment Officer of Credit Suisse Greater China, said that he expects Hong Kong stocks to rise in the second half of the year, with the Hang Seng Index targeting 30,000 points by the end of this year. However, Hong Kong stocks are still constrained in the short term by the mainland's tightening of monetary policy. He estimates that the tight monetary policy in mainland China may improve as early as the end of the third or fourth quarter, prompting a rebound in capital inflows into Hong Kong stocks and boosting market sentiment.</p><p>Shao Zhiming pointed out that factors positive for Hong Kong stocks also include an optimistic global economic growth outlook and the potential for RMB appreciation to support Chinese stocks. We are currently optimistic about sustainable sectors in mainland China, such as solar energy, wind energy, and electric vehicles, while maintaining a neutral view on Chinese technology stocks.</p><p>Some large tech companies have indicated that they will allocate short-term profits for medium- to long-term investment, and it is expected that the earnings performance of tech stocks in the next two quarters will be unlikely to surprise the market. Moreover, value stocks remain attractive in valuation, and investors continue to increase their holdings of value stocks. Hedging the proportion of technology stocks in the portfolio will limit the performance of technology stocks.</p><p><b>Hang Seng Asset Management: Growth stocks may outperform value stocks in the second half of the year.</b></p><p>Xue Yonghui, Director and Chief Investment Officer of Hang Seng Investment Management, said that global regulation of technology companies has been strengthened, but the market has largely digested the news and companies are adapting to the new environment. On the other hand, growth stocks began to adjust in February, and now some technology stocks have returned to more attractive levels. There is an opportunity to wait for low prices to buy, and it is believed that growth stocks will outperform value stocks in the second half of the year.</p><p>We are optimistic about sectors such as domestic demand, internet companies (e-commerce, lifestyle platforms), population aging and pharmaceutical innovation, environmental protection (new energy, electric vehicles, electric vehicle batteries), and real estate (property management, online real estate platforms), but bearish on sectors such as energy and telecommunications.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://news.ushknews.com/mobile/details.html?id=1003334&type=news\">美港电讯APP</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad2dd670f9557c66480c84fc5e4bd415","relate_stocks":{"HSI":"恒生指数",".DJI":"道琼斯"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1003334&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180159838","content_text":"美股今年迄今取得较大涨幅，市场关注美联储通胀及加息表态，港股今年迄今经历“过山车式”走势，大行对于下半年表现预期不一，有哪些需要关注的？美股下半年展望\n上周美股大幅反弹，纳指及标普500指数指数均刷新历史高位。受益于经济复苏，美股2021年迄今取得了较大的涨幅，道指累涨12.51%，纳指累涨11.42%，标普500指数累涨13.97%。市场关注美联储关于通胀及加息的表态，大行对于下半年走势预期不一，哪些板块值得关注？\n瑞信：股市表现将优于其他资产\n瑞士信贷预计，随着各国逐步重新开放经济，全球经济增长将在未来几个月加快。在这个过程中，股市表现将优于其他资产。瑞信在下半年展望策略报告中写到，预计全球经济在2021年的同比增长5.9%，2022年全球经济增速达到4%。增长的动力主要来自于疫苗接种的进程推进，财政刺激和更广泛的服务业复苏。\n瑞信南亚首席投资官Ray Farris表示，经济扩张可能会导致全球盈利增长大幅复苏，提振股市。他对媒体表示：“我们希望股票成为未来六个月至一年内表现优异的资产类别。只要盈利继续保持上升趋势，历史表明，股市将一路攀升。也许在这个过程中会不断出现调整，但调整即机会。”\n在股市方面，瑞信表示，更倾向于投资金融和材料等周期性行业，特别是欧洲地区的周期股。该行称，欧洲周期股预计和美股中的周期股一样，将获得丰厚的利润，但是估值处于数十年中的较低水平。\n大摩：看好必需品、医疗保健和原料股\n从以往中周期过渡的经验来看，大摩认为美股将发生15%左右的回调。该行表示，在经历了有史以来最乐观的季度收益修正后，明年的普遍预估现在高于其分析师所预测的复苏开始以来的可实现水平。更具体地说，考虑到通胀和税收的不利因素，该行认为利润率预估过高，市场应该开始通过降低估值来考虑这些因素。\n在加大基础设施支出的推动下，该行下调了相关企业的评级。在其看来，基础设施支出中的大部分已被合理定价，而且此类项目通常需要更长的时间才能产生效果。此外，许多工业企业将受到供应链中不断加剧的通胀和劳动力短缺的最大影响。相反，该行继续青睐金融类股和原料类股，以此来应对不断上升的通胀。与科技股相比，医疗保健服务企业的估值更低，且被压抑的需求更大。\n大摩看好的仍是必需品、医疗保健和原料股而非科技股、非必需品和工业股。大摩也继续看好银行股，认为它们是应对通胀的最佳途径，并建议避开半导体、零售商、建筑建材等为早周期的代表性行业。最后，回顾整个投资组合，为公司价值寻找合理的估值仍是重要考虑因素。\n中信证券：加税是美股下半年最大的风险\n6月5日的G7财长会议通告支持征收15%全球最低税率的提议，但我们判断，此提议若无法在OECD或G20的框架下推出，预计对跨国企业税负的影响有限。但拜登国内加税提案如落地，预计将是美股下半年最大的风险：1)企业所得税的上调将直接冲击美股盈利，而当前有效税率较低、海外收入占比高的科技和医药行业受冲击预计最大；2)资本利得税若上调至39.6%，料将引发投资者抛售，今年2月以来“散户加杠杆”入市的趋势或逆转；3)二战以来，美国历史上从未出现过个人所得税、企业所得税以及资本利得税共同上调的现象。因此，美国单边上调税率的行为如果落地，或导致中长期国内资金流出。\n在疫苗接种率持续提升的背景下，今年下半年全球经济预计维持重启态势。短期“需求正常化”vs“供给瓶颈”所导致的价格压力也将逐步消退。对于美国，虽然下半年美联储大概率维持超宽松的货币政策，但鉴于当前标普500的高位估值已透支了基本面超预期的利好，Taper信号的释放迭加拜登的加税如若分别在8月和9月落地，或意味着今年2月以来“散户加杠杆”助推的美股在3季度会面临风险集中爆发。\n惠峰国际发展：料标指年底见4,200点至4,300点\n惠峰国际发展董事张玉峰表示，由于疫苗接种及经济重启等利好因素，看好美股下半年的表现，料标指年底见4,200点至4,300点。虽然最近美国通胀预期升温，加上美联储近期放鹰，但他认为若不是短线投资者，就不需要将这些因素看得太重。大家都会对加息及通胀消息感到敏感，但美联储的言论其实随时都会变，买美股最重要是留意公司的未来发展。\n在经济复甦的背景下，看好金融股及健康护理板块。由于现时市场上的资金增加，留意到自5月起美国金融活动例如SPEC及IPO表现活跃，加上现时金融业兴起结合人工智能技术的概念，将大大加快行业的发展。\n美股市场上半年出现板块轮替的现象，很多科技股的估值都出现折让，但长期仍看好科技股，而且并不是整个板块都受到拖累，一些大型的科技股，例如谷歌A、亚马逊等表现并不差，受影响的主要是中小型科技股。展望下半年将会有多家科技股上市，有望带动科技板块的气氛，从而令此板块的表现改善。\n兴业证券：美股不是熊市，但脆弱性波动性加大，成长有望跑赢\n研报指出，下半年美国经济或步入“类滞胀”，经济走弱、通胀高位震荡。美股下半年熊市概率小，通过震荡来延续行情的概率大。欧美流动性环境依然宽松，经济增速放缓但仍有韧性，Taper和加税的影响仍在预期阶段。\n美股市场有基本面支撑的成长股将有望再次跑赢。以FAANGs为代表的美股成长龙头的估值并不高，有望稳住人气。其次，下半年美债收益率将维持区间震荡，不同于上半年的快速提升，所以，成长股的估值风险释放告一段落。另外，下半年业绩增长转向内生驱动。美股周期价值风格过去大半年受益于周期复苏而明显跑赢，下半年将随着美国库存周期动能趋弱而承压。成长股将分化，具备长期内生增长动能的成长股将开始新的上行。但是，题材性成长股或者透支了高增长预期的高估值板块仍将被抛弃。\n港股下半年展望\n上周的港股经历先升后跌，尤其是科技股迎来小幅反弹。今年迄今，港股经历“过山车式”走势，整体表现落后于其他主要股指，恒指累涨7.48%，国指累涨1.17%，红筹指数累涨7.35%。\n中金：大盘指数表现仍相对平淡重拾新经济\n展望下半年，我们认为虽然港股大盘指数表现可能仍相对平淡，但结构性吸引力已经具备，重点在于“新经济”相关板块。整体来看，我们预计恒生国企和MSCI中国指数有望分别攀升至11900点和114点，较当前隐含大约10%和4%的上涨空间，主要驱动力来自盈利分别上调8%和9%，而估值变化分别扩张4%和收缩2%。预计海外中资股2021年净利润增速有望达到24.4%，其中非金融板块和金融板块净利润将分别增长35.2%和16.3%。\n我们预计，在当前经济增长仍保持稳健且高杠杆等结构性问题仍是政策焦点的背景下，国内货币政策将保持基本稳定。如果后续增长面临更大压力且外部不确定性随着美联储减量开启而增减，不排除国内有一定政策作为对冲。我们认为在美联储QE减量前整体流动性将会维持相对友好状态。另外，从中长期角度，香港市场不断壮大的新经济格局将持续提升其对国内外资金的长期吸引力。\n具体看，我们建议超配信息技术、大消费、医疗保健、部分制造业、能源、多元金融，但建议标配或低配房地产、保险、公用事业等。除了基于宏观配置思路外，我们还提供高质量(ROE vs。 PEG)和高景气度(资本开支)两个行业配置思路。中期看，我们认为中国率先从疫情影响中修复并回归常态化，将推动市场重新关注中国原本的内在长期结构性趋势(如消费和产业升级)带来的机遇，如电动汽车、新能源(包括太阳能)、科技硬件、半导体、大消费和医药生物等。\n建银国际：港股下半年将呈M型走势，最高可见29500点，可重点关注内需股\n建银国际证券研究部董事总经理、研究副主管师赵文利指出，预计港股下半年总体维持区间波动并大致呈现M型走势。恒生指数将在26500点至29500点区间波动，国企波动指数介于9500点至11500点。2021三季度将是市场重要预期的检验窗口。同时，疫情、债息及美元等重要变量面临方向选择，三季度也有可能形成新的风格切换拐点。\n今年下半年香港市场有机会出现新的风格切换，其中成长股有望跑赢价值股。由于中国较欧美早走出疫情，价值股已提前反应。同时经济增速放缓后也可能限制价值股的上升空间。相对而言，一些成长股龙头的中长期成长性能见度高，短周期而言性价比相对价值股较高。\n分行业来看，主要盈利上升板块集中于生物科技、影视娱乐及周期品行业。预测主要下调行业包括医美、软件、酒旅和地产相关的板块。建议重点关注“能见度”高及有政策支持的内需股，如消费、生物医药、硬件科技、汽车等行业。同时逢低吸纳优质新经济成长股龙头，逐步减持顺周期的价值股。\n广发：港股科技严重低估于全球\n广发香港策略研究指出自今年2月中旬以来，港股市场的大型科网股走势显著承压，主要受平台经济监管措施逐步收紧、全球范围内“宅经济”红利减退和美债收益率走高等三大因素所制约。不过，站在2021年年中的时间点上来看，上述的三大不利因素所带来的负面影响正在边际减退，香港大型科网股的长线布局价值逐渐浮现。\n大型科网股估值水平基本都已经回落到历史均值以下，重新具备了良好的投资性价比和较为充足的安全边际。恒生指数预期PEG估值大幅低估与纳指和创业板指数，未来跨市场间“估值差”的收敛也有望成为港股科网巨企走强的支撑动能。加之反垄断政策“刮骨疗毒”，短期负面影响可控，长期有助于增强行业活力。随着阿里处罚的落地，政策面的不确定性也有所下降。尽管全球宅经济逐步退潮，港股大型科网公司的业绩仍具备较强韧性。\n今年一季度，港股科网巨头的业绩基本都处于市场预期内，部分甚至超出预期。虽然疫情的红利逐步消退，但经济转型的红利却仍在持续释放的过程之中，科网行业各龙头企业凭借着稳健高效的商业模式和良好的公司治理将显著受益。\n野村：建议选择金融、周期性股票作为通胀对冲\n野村发表研究报告，形容亚太区股市下半年正处于十字路口，预期股市会受益于强劲的企业盈利前景而上升，对2021及2022年MSCI亚洲指数（日本除外）的目标为900点及974点，虽然通胀过强及政策正常化的说法增强，存在短期回调的风险，但对中期内亚洲股市持积极态度。野村则给予香港股市减持评级，预测2021年市盈率为19.2倍。该行建议投资者平衡投资组合，以主题性及具有吸引估值的股票如金融、周期性股票作为通胀对冲。\n野村推荐的十只港股包括，腾讯控股、阿里巴巴、比亚迪股份、招商银行、安踏体育、海底捞、新城发展控股、中国太平、威高股份及长和。\n光大新鸿基证券：下半年港股走势审慎乐观，恒指高位或见31000点\n光大新鸿基证券发表下半年展望报告，策略师伍礼贤表示，对下半年港股走势审慎乐观，高位或见31000点，低位则或见26000点。他又表示，对下半年科网股看法较为正面，因上半年相关行业的股价表现较落后，其业绩基本面不错，今年下半年有望追落后，料今年下半年恒生科技指数高位有机会出现在9000点附近，而支持位则在7400点。该行亦预测，国企指数的下半年目标为11800点。\n伍礼贤又指出，预期港股下半年将延续上半年估值修复的主基调，新旧经济股份均有不同的表现机会，而周期性股份升势或现放缓，当中值得看好的4大板块，包括新经济、石油能源、家电消费及通讯服务。\n瑞信：恒指下半年看升 年底目标30000点\n瑞信大中华区首席投资总监邵志铭表示，对港股下半年走势看升，恒生指数在今年底目标为30000点，但港股短线仍受制于内地收紧银根的力度。他估计，最快在第三季末至第四季，内地银根偏紧的情况或有改善，促使流入港股的资金回升，带动市场气氛。\n邵志铭指出，利好港股的因素还包括，全球经济增长前景乐观，以及人民币升值潜力会为中资股提供支持。目前看好内地可持续板块，例如太阳能、风能和电动车行业，对中资科技股则维持中性看法。\n部分大型科网公司已表明，短线会拨出盈利用作中长线投资，料科技股在未来两个季度的盈利表现，将难以给予市场惊喜。而且价值型股票估值仍吸引，投资者继续增持价值型股票，平冲投资组合中科技股的比重，都会限制科技股的表现。\n恒生资管：下半年成长股升幅可跑赢价值股\n恒生投资管理董事兼投资总监薛永辉表示，环球加强对科技企业的监管，但市场已大致消化消息，企业亦正适应新环境。另一方面，成长股2月起展开调整，现时开始有科技股回到较为吸引的水平，有机会可候低吸纳，相信下半年成长股升幅可跑赢价值股。\n看好内需、互联网企业（电商、生活平台）、人口老化及医药创新、环保（新能源、电动车、电动车电池）、房地产（物管、房产在线平台）等行业，但看淡能源、电讯等板块。","news_type":1,"symbols_score_info":{".DJI":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":4798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125295462,"gmtCreate":1624674078356,"gmtModify":1703843341014,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583646657578666","authorIdStr":"3583646657578666"},"themes":[],"title":"","htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125295462","repostId":"2146556008","repostType":4,"isVote":1,"tweetType":1,"viewCount":4910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126507002,"gmtCreate":1624577790506,"gmtModify":1703840620907,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583646657578666","authorIdStr":"3583646657578666"},"themes":[],"title":"","htmlText":"China made export to USA?&nbsp;","listText":"China made export to USA?&nbsp;","text":"China made export to USA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126507002","repostId":"1173297432","repostType":4,"repost":{"id":"1173297432","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624546848,"share":"https://ttm.financial/m/news/1173297432?lang=en_US&edition=fundamental","pubTime":"2021-06-24 23:00","market":"us","language":"zh","title":"Tesla shares rose more than 5%, and the Model 3 and Model Y may sell out in the US.","url":"https://stock-news.laohu8.com/highlight/detail?id=1173297432","media":"老虎资讯综合","summary":"特斯拉的第三季度数据可能会相当令人印象深刻。","content":"<p>Market sources indicate that the current delivery waiting times for the Model 3 and Model Y in the United States partially suggest...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Demand in the United States remains so strong that it may sell out in the third quarter. Both models are expected to be delivered in the third quarter of 2021. The Model Y Long Range Dual Motor AWD version is expected to be delivered in September 2021, while the Model 3 Standard Range and Long Range Dual Motor AWD versions are expected to be delivered in 11 weeks.</p><p>With the Model S and even the Model X joining the competition in the third quarter, Tesla's third-quarter data could be quite impressive. Given that both of these flagship models are high-margin models, Tesla's financial situation in the third quarter may be boosted by the new Model S (and perhaps also a new Model X).</p><p>According to Electrek data, as of May 2021, Tesla models accounted for more than 54% of electric vehicle sales in the United States. In addition, U.S. electric vehicle sales reached 53,779 units in May, a 19.2% increase compared to April 2021.</p><p>As of press time, Tesla shares were up more than 5%.</p><p><img src=\"https://static.tigerbbs.com/4f87da9e5318350fee8df4e0885208cc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares rose more than 5%, and the Model 3 and Model Y may sell out in the US.</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\">\nTesla shares rose more than 5%, and the Model 3 and Model Y may sell out in the US.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-24 23:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Market sources indicate that the current delivery waiting times for the Model 3 and Model Y in the United States partially suggest...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Demand in the United States remains so strong that it may sell out in the third quarter. Both models are expected to be delivered in the third quarter of 2021. The Model Y Long Range Dual Motor AWD version is expected to be delivered in September 2021, while the Model 3 Standard Range and Long Range Dual Motor AWD versions are expected to be delivered in 11 weeks.</p><p>With the Model S and even the Model X joining the competition in the third quarter, Tesla's third-quarter data could be quite impressive. Given that both of these flagship models are high-margin models, Tesla's financial situation in the third quarter may be boosted by the new Model S (and perhaps also a new Model X).</p><p>According to Electrek data, as of May 2021, Tesla models accounted for more than 54% of electric vehicle sales in the United States. In addition, U.S. electric vehicle sales reached 53,779 units in May, a 19.2% increase compared to April 2021.</p><p>As of press time, Tesla shares were up more than 5%.</p><p><img src=\"https://static.tigerbbs.com/4f87da9e5318350fee8df4e0885208cc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173297432","content_text":"市场消息，Model 3和Model Y目前在美国的交付等待时间部分暗示了特斯拉在美国的需求仍非常强劲，以至于可能会在第三季度销售一空。这两款车型的预计交付日期都要到2021年第三季度。Model Y长续航双电机全轮驱动版(Long Range Dual Motor AWD)预计交付日期为2021年9月，Model 3标准续航版和长续航双电机全轮驱动版预计交付日期为11周。\n随着Model S，甚至Model X在第三季度加入竞争，特斯拉的第三季度数据可能会相当令人印象深刻。考虑到这两款旗舰车都是高利润车型，特斯拉第三季度的财务状况可能会因为新款Model S(或许还有新款Model X)而得到提振。\n另据Electrek数据：截至2021年5月，特斯拉车型占美国电动汽车销量的54%以上。 此外，5月份美国电动汽车销量达到53779辆，比2021年4月增长了19.2%。\n截至发稿，特斯拉涨超5%。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}