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2021-06-29

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2021-06-29

:):) nice

2021-06-27

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2021-06-27

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2021-06-02

Alright thanks

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2021-05-17

Oke

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2021-05-17

Great ariticle, would you like to share it?

Live Streaming: Walt Disney Q2 Performance Conference Call in FY 2021

2021-05-16

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2021-05-16

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2021-05-16

Alrigjt ..

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2021-05-16

Nic3ee

2021-05-16

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2021-05-16

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2021-05-16

?

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2021-05-16

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@小虎周报:美港股策略：QE火力全開，帶給上半年哪些投資機會?

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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192925112","repostId":"1106979218","repostType":4,"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192922222,"gmtCreate":1621138771966,"gmtModify":1704353274418,"author":{"id":"3583558333476023","authorId":"3583558333476023","name":"sennie","avatar":"https://static.tigerbbs.com/e87129a2af0f0f2b797accfe2cd3f869","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583558333476023","authorIdStr":"3583558333476023"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192922222","repostId":"1103478451","repostType":4,"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196446929,"gmtCreate":1621103270261,"gmtModify":1704352896865,"author":{"id":"3583558333476023","authorId":"3583558333476023","name":"sennie","avatar":"https://static.tigerbbs.com/e87129a2af0f0f2b797accfe2cd3f869","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583558333476023","authorIdStr":"3583558333476023"},"themes":[],"htmlText":"Great 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1）基於人民幣升值和企業增長的長期主線：我們認爲未來1-2年中概股仍將跑贏主流權益資產；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未來寬鬆邊際拐點的必然出現，大概率會令內生能力更強的成長股迎來配置潮，我們重點看好具備國際化業務和能力的海外科技。(圖4） 2）預計4月份疫苗全面接種，相應的美國通脹進入預警階段，經濟上行帶動價值和週期前景提升：比如業績對通脹比較敏感的銀行股（尤其是消費類銀行），重點看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美國銀行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 還有具備抗通脹屬性的比特幣概念股，重點看好海外支付龍頭","listText":"核心觀點 全球央行火力全開，海外市場高歌猛進 農曆春節期間，海外市場延續着高歌猛進的表現，除了美聯儲貨幣、財政帶來的雙寬鬆，歐日央行也在延續QE，因此出現指數級表現不足爲奇。一如年初時展望，我們仍然看好Q1美股表現，對應4000點的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 上半年美股有哪些投資主線? 風格方面，一季度財政紓困資金可能外溢到權益市場，加上風險偏好以及溫和波動的美債利率，可能加速推動海外成長股配置， 1）基於人民幣升值和企業增長的長期主線：我們認爲未來1-2年中概股仍將跑贏主流權益資產；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 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