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eric8046

eric8046

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2021-07-13

Great and good , please like me . Many thanks....

@小虎周报:美股周策略：最強季度來了，銀行股撒錢“助興"新財季了

2021-06-20

Yes, Like and have a nice day . Stay safe.....

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2021-05-31

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2021-05-31

Great ariticle, would you like to share it?

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2021-05-31

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Stay safe.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/165774373","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110152980,"gmtCreate":1622433183740,"gmtModify":1704184349828,"author":{"id":"3585522070913256","authorId":"3585522070913256","name":"eric8046","avatar":"https://static.tigerbbs.com/a4f18c6c9a223c16cee5050fbd3a375e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585522070913256","authorIdStr":"3585522070913256"},"themes":[],"htmlText":"Like and share&nbsp;","listText":"Like and share&nbsp;","text":"Like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110152980","repostId":"2139872224","repostType":4,"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142683022,"gmtCreate":1626145984066,"gmtModify":1703754268751,"author":{"id":"3585522070913256","authorId":"3585522070913256","name":"eric8046","avatar":"https://static.tigerbbs.com/a4f18c6c9a223c16cee5050fbd3a375e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585522070913256","authorIdStr":"3585522070913256"},"themes":[],"htmlText":"Great and good , please like me . Many thanks....","listText":"Great and good , please like me . Many thanks....","text":"Great and good , please like me . Many thanks....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142683022","repostId":"146690735","repostType":1,"repost":{"id":146690735,"gmtCreate":1626073033623,"gmtModify":1703752783380,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美股周策略：最強季度來了，銀行股撒錢“助興\"新財季了","htmlText":"7月初美股繼續延續漲勢，和過去大部分年份裏的7月上旬一樣，季報前的盈利上調仍然是美股上揚的主要催化劑。尤其是今天的特殊性在於：1.美股盈利受基數還有全面免疫，復工復產等因素影響，二季度屬於增長最強的季度（目前預期爲同比+64%），這將是10多年以來單季最高增長率，也是全年的頂點。 2.與此同時，貨幣政策也需要等待更多就業數據來當論據，這部分至少要在8月份公佈7月非農數據時，纔會有參考價值。因此在真正季報披露前，市場篤定盈利預跑行情（Earning Run）推動美股先行上漲就不足爲奇。<a href=\"https://static.tigerbbs.com/380f894305880218021c392808c43a0b\" target=\"_blank\">《2H展望，疫情後美股上漲的核心邏輯能否延續？》20210705</a> 前情回顧：從6月底的回購、派息力度看，交易型銀行對投資者更加友好 財報方面，本週打頭陣的依舊是<a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、<a href=\"https://laohu8.com/S/C\">$花旗(C)$</a> 、<a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> 、<a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、<a href=\"https://laohu8.com/S/BAC\">$美國銀行(BAC)$</a> 等大型銀行。年初以來，標普500指數累計上漲16%，銀行板塊累計漲幅超過20%，輕鬆跑贏大盤。 先看今年6月份銀行業壓力測試，從區域上看，大部門銀行都宣佈了提高派息，這一點美國銀行業繼續領先於歐洲銀行業； 目前可以定量觀察的在於，美國銀行業普遍提高了股息率，結合公司公開披露","listText":"7月初美股繼續延續漲勢，和過去大部分年份裏的7月上旬一樣，季報前的盈利上調仍然是美股上揚的主要催化劑。尤其是今天的特殊性在於：1.美股盈利受基數還有全面免疫，復工復產等因素影響，二季度屬於增長最強的季度（目前預期爲同比+64%），這將是10多年以來單季最高增長率，也是全年的頂點。 2.與此同時，貨幣政策也需要等待更多就業數據來當論據，這部分至少要在8月份公佈7月非農數據時，纔會有參考價值。因此在真正季報披露前，市場篤定盈利預跑行情（Earning Run）推動美股先行上漲就不足爲奇。<a href=\"https://static.tigerbbs.com/380f894305880218021c392808c43a0b\" target=\"_blank\">《2H展望，疫情後美股上漲的核心邏輯能否延續？》20210705</a> 前情回顧：從6月底的回購、派息力度看，交易型銀行對投資者更加友好 財報方面，本週打頭陣的依舊是<a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、<a href=\"https://laohu8.com/S/C\">$花旗(C)$</a> 、<a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> 、<a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、<a href=\"https://laohu8.com/S/BAC\">$美國銀行(BAC)$</a> 等大型銀行。年初以來，標普500指數累計上漲16%，銀行板塊累計漲幅超過20%，輕鬆跑贏大盤。 先看今年6月份銀行業壓力測試，從區域上看，大部門銀行都宣佈了提高派息，這一點美國銀行業繼續領先於歐洲銀行業； 目前可以定量觀察的在於，美國銀行業普遍提高了股息率，結合公司公開披露","text":"7月初美股繼續延續漲勢，和過去大部分年份裏的7月上旬一樣，季報前的盈利上調仍然是美股上揚的主要催化劑。尤其是今天的特殊性在於：1.美股盈利受基數還有全面免疫，復工復產等因素影響，二季度屬於增長最強的季度（目前預期爲同比+64%），這將是10多年以來單季最高增長率，也是全年的頂點。 2.與此同時，貨幣政策也需要等待更多就業數據來當論據，這部分至少要在8月份公佈7月非農數據時，纔會有參考價值。因此在真正季報披露前，市場篤定盈利預跑行情（Earning Run）推動美股先行上漲就不足爲奇。《2H展望，疫情後美股上漲的核心邏輯能否延續？》20210705 前情回顧：從6月底的回購、派息力度看，交易型銀行對投資者更加友好 財報方面，本週打頭陣的依舊是$摩根大通(JPM)$ 、$花旗(C)$ 、$高盛(GS)$ 、$摩根士丹利(MS)$ 、$美國銀行(BAC)$ 等大型銀行。年初以來，標普500指數累計上漲16%，銀行板塊累計漲幅超過20%，輕鬆跑贏大盤。 先看今年6月份銀行業壓力測試，從區域上看，大部門銀行都宣佈了提高派息，這一點美國銀行業繼續領先於歐洲銀行業； 目前可以定量觀察的在於，美國銀行業普遍提高了股息率，結合公司公開披露","images":[{"img":"https://static.tigerbbs.com/85bc9dc8fba9841f6e545684ce6adeb1","width":"1179","height":"729"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146690735","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110151097,"gmtCreate":1622433001019,"gmtModify":1704184345712,"author":{"id":"3585522070913256","authorId":"3585522070913256","name":"eric8046","avatar":"https://static.tigerbbs.com/a4f18c6c9a223c16cee5050fbd3a375e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585522070913256","authorIdStr":"3585522070913256"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110151097","repostId":"2139438981","repostType":4,"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110153047,"gmtCreate":1622432957089,"gmtModify":1704184344098,"author":{"id":"3585522070913256","authorId":"3585522070913256","name":"eric8046","avatar":"https://static.tigerbbs.com/a4f18c6c9a223c16cee5050fbd3a375e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585522070913256","authorIdStr":"3585522070913256"},"themes":[],"htmlText":"Ok, thanks","listText":"Ok, thanks","text":"Ok, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110153047","repostId":"2139438981","repostType":4,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}