Profile - To The Moon

Ace1029

Posts · 50Posts · 50
Following · 0Following · 0
Followers · 0Followers · 0

- Ace1029Ace1029
  ·2021-07-31
  $Skillz Inc(SKLZ)$hold
  5.09K Comment
  4
  Share
  Report
- Ace1029Ace1029
  ·2021-07-31
  $Jumia Technologies AG(JMIA)$hold
  5.48K Comment
  5
  Share
  Report
- Ace1029Ace1029
  ·2021-07-29
  $Skillz Inc(SKLZ)$waiting likes
  4.81K Comment
  5
  Share
  Report
- Ace1029Ace1029
  ·2021-06-03
  ?omg
  US stocks will face "pain" in the next six months! Why did Morgan Stanley make such an assertion?
  一周之前，摩根大通刚刚警告称，全球股指可能会在夏季出现10%的回调，并且预计今年下半年美股的投资回报率将低于均值。如今，摩根士丹利也加入了警告大军，认为美股未来半年的回调幅度将达到10%或15%左右
  US stocks will face "pain" in the next six months! Why did Morgan Stanley make such an assertion?
  4.11K Comment
  1
  Share
  Report
- Ace1029Ace1029
  ·2021-06-02
  Same
  @apple26：
  $Opendoor Technologies Inc(OPEN)$需要多點耐心?
  $Opendoor Technologies Inc(OPEN)$需要多點耐心?
  6.18K 1
  1
  Share
  Report
- Ace1029Ace1029
  ·2021-06-01
  Nice
  Sorry, this post has been deleted
  6.10K 2
  2
  Share
  Report
- Ace1029Ace1029
  ·2021-06-01
  Good
  Sorry, this post has been deleted
  4.51K Comment
  1
  Share
  Report
- Ace1029Ace1029
  ·2021-05-31
  Good
  Sorry, this post has been deleted
  5.88K 3
  4
  Share
  Report
- Ace1029Ace1029
  ·2021-05-31
  Up
  Sorry, this post has been deleted
  7.08K 1
  3
  Share
  Report
- Ace1029Ace1029
  ·2021-05-17
  $SKLZ 20210521 17.5 PUT(SKLZ)$Up or down
  6.57K 5
  6
  Share
  Report
No followers yet

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3575704845309016","uuid":"3575704845309016","gmtCreate":1612611928190,"gmtModify":1743990411392,"name":"Ace1029","pinyin":"ace1029","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":17,"headSize":191,"tweetSize":50,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.31","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.05","exceedPercentage":"60.88%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.41%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.88%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":806404539,"gmtCreate":1627686916621,"gmtModify":1703494567781,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"Ace1029","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575704845309016","idStr":"3575704845309016"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>hold","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>hold","text":"$Skillz Inc(SKLZ)$hold","images":[{"img":"https://static.tigerbbs.com/25b8ce880407e2781c151c51e698cb72","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806404539","isVote":1,"tweetType":1,"viewCount":5091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806404606,"gmtCreate":1627686898505,"gmtModify":1703494568114,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"Ace1029","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575704845309016","idStr":"3575704845309016"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>hold","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>hold","text":"$Jumia Technologies AG(JMIA)$hold","images":[{"img":"https://static.tigerbbs.com/0e9037ac72de54d75a42f3d0a255c804","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806404606","isVote":1,"tweetType":1,"viewCount":5482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801694207,"gmtCreate":1627513954309,"gmtModify":1703491282942,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"Ace1029","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575704845309016","idStr":"3575704845309016"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>waiting likes","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>waiting likes","text":"$Skillz Inc(SKLZ)$waiting likes","images":[{"img":"https://static.tigerbbs.com/c87e5c8cc75fc2e7bb5c0fbabaa413df","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801694207","isVote":1,"tweetType":1,"viewCount":4809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":111872659,"gmtCreate":1622677200071,"gmtModify":1704188592626,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"Ace1029","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575704845309016","idStr":"3575704845309016"},"themes":[],"title":"","htmlText":"?omg","listText":"?omg","text":"?omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/111872659","repostId":"2140749092","repostType":4,"repost":{"id":"2140749092","kind":"highlight","pubTimestamp":1622612705,"share":"https://ttm.financial/m/news/2140749092?lang=en_US&edition=fundamental","pubTime":"2021-06-02 13:45","market":"us","language":"zh","title":"US stocks will face \"pain\" in the next six months! Why did Morgan Stanley make such an assertion?","url":"https://stock-news.laohu8.com/highlight/detail?id=2140749092","media":"华尔街见闻","summary":"一周之前，摩根大通刚刚警告称，全球股指可能会在夏季出现10%的回调，并且预计今年下半年美股的投资回报率将低于均值。\n如今，摩根士丹利也加入了警告大军，认为美股未来半年的回调幅度将达到10%或15%左右","content":"<p>A week ago,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It has just been warned that global stock indices may experience a 10% correction in the summer, and that US stocks are expected to see below-average returns on investment in the second half of this year.</p><p>Today,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>They also joined the warning army, believing that the US stock market will correct by about 10% or 15% in the next six months. For very crowded trading such as going long on commodities and shorting the US dollar, any disappointing changes in economic data such as US inflation will bring pain to investors.</p><p>In a research report on Monday, Michael Wilson, chief equity strategist at Morgan Stanley, pointed out that U.S. stocks experienced unusual volatility last year due to the fundamentals of the pandemic, but this year, corporate profit growth has been astonishing, and corporate revisions to their annual forecasts have been exaggerated.</p><p>In retrospect, the conclusions drawn based on the above performance regarding the US stock market may have been overly optimistic.</p><p>The bank first saw that,<b>Over the past four quarters, corporate profits have exceeded expectations by as much as 20%, setting an unprecedented new record. The corporate profit revision is also close to 35%, which is also a very high figure. Future decline is inevitable, and it is easily affected.</b></p><p><img src=\"https://static.tigerbbs.com/d4d059695f172aa3dcbbca7f331ff921\" tg-width=\"859\" tg-height=\"442\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/94c3029088da6c84f2cc1ee2ede50c6f\" tg-width=\"632\" tg-height=\"377\" referrerpolicy=\"no-referrer\"></p><p>Wilson stated that the current question is whether the severity of these two figures will reach the point where they will attract market attention when they begin to decline.</p><p>He further believes that the above situation is indeed possible, given that current forecasts for P/E over the next twelve months (NTM) are already too high.</p><p>At the same time, corporate net profit margins are at historic highs, while soaring producer input prices are hitting corporate profits. Morgan Stanley stated that incremental operating margins have now exceeded their limits and are likely to disappoint the market even more in the next twelve months.</p><p>Why is that? The reason is that limited supply and higher input costs have put some pressure on profits, and the Biden administration may raise corporate taxes next year, which will have a further impact.</p><p>In summary,<b>Benefiting from trillions of dollars in global fiscal stimulus, corporate earnings have performed exceptionally well in the past few quarters, even exceeding Morgan Stanley's previous optimistic expectations. However, due to rising cost pressures and the looming threat of a corporate tax increase, current predictions seem to be starting to become unrealistic.</b></p><p>However, it is worth noting that after record-breaking corporate profits in the first quarter, the US stock market experienced almost no significant fluctuations, with the share prices of several leading technology companies, including FAAMG, even lower than in early April.</p><p>Given the significant revision in corporate profits after the earnings season, overall market prices remain flat. In other words,<b>The declining P/E has been largely offset by rising profit expectations.</b></p><p>Wilson warned that at this point, investors must ask themselves whether they believe valuations will continue to decline and whether future earnings revisions can offset this impact.</p><p>He also mentioned that although most of his clients believe that the current valuation level of US stocks is reasonable, he still believes that...<b>The downgrade process is not over yet, and earnings revisions cannot offset its impact. The US stock market may see a 10-15% correction in the next six months.</b></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US stocks will face \"pain\" in the next six months! Why did Morgan Stanley make such an assertion?</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 will face \"pain\" in the next six months! Why did Morgan Stanley make such an assertion?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-02 13:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A week ago,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It has just been warned that global stock indices may experience a 10% correction in the summer, and that US stocks are expected to see below-average returns on investment in the second half of this year.</p><p>Today,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>They also joined the warning army, believing that the US stock market will correct by about 10% or 15% in the next six months. For very crowded trading such as going long on commodities and shorting the US dollar, any disappointing changes in economic data such as US inflation will bring pain to investors.</p><p>In a research report on Monday, Michael Wilson, chief equity strategist at Morgan Stanley, pointed out that U.S. stocks experienced unusual volatility last year due to the fundamentals of the pandemic, but this year, corporate profit growth has been astonishing, and corporate revisions to their annual forecasts have been exaggerated.</p><p>In retrospect, the conclusions drawn based on the above performance regarding the US stock market may have been overly optimistic.</p><p>The bank first saw that,<b>Over the past four quarters, corporate profits have exceeded expectations by as much as 20%, setting an unprecedented new record. The corporate profit revision is also close to 35%, which is also a very high figure. Future decline is inevitable, and it is easily affected.</b></p><p><img src=\"https://static.tigerbbs.com/d4d059695f172aa3dcbbca7f331ff921\" tg-width=\"859\" tg-height=\"442\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/94c3029088da6c84f2cc1ee2ede50c6f\" tg-width=\"632\" tg-height=\"377\" referrerpolicy=\"no-referrer\"></p><p>Wilson stated that the current question is whether the severity of these two figures will reach the point where they will attract market attention when they begin to decline.</p><p>He further believes that the above situation is indeed possible, given that current forecasts for P/E over the next twelve months (NTM) are already too high.</p><p>At the same time, corporate net profit margins are at historic highs, while soaring producer input prices are hitting corporate profits. Morgan Stanley stated that incremental operating margins have now exceeded their limits and are likely to disappoint the market even more in the next twelve months.</p><p>Why is that? The reason is that limited supply and higher input costs have put some pressure on profits, and the Biden administration may raise corporate taxes next year, which will have a further impact.</p><p>In summary,<b>Benefiting from trillions of dollars in global fiscal stimulus, corporate earnings have performed exceptionally well in the past few quarters, even exceeding Morgan Stanley's previous optimistic expectations. However, due to rising cost pressures and the looming threat of a corporate tax increase, current predictions seem to be starting to become unrealistic.</b></p><p>However, it is worth noting that after record-breaking corporate profits in the first quarter, the US stock market experienced almost no significant fluctuations, with the share prices of several leading technology companies, including FAAMG, even lower than in early April.</p><p>Given the significant revision in corporate profits after the earnings season, overall market prices remain flat. In other words,<b>The declining P/E has been largely offset by rising profit expectations.</b></p><p>Wilson warned that at this point, investors must ask themselves whether they believe valuations will continue to decline and whether future earnings revisions can offset this impact.</p><p>He also mentioned that although most of his clients believe that the current valuation level of US stocks is reasonable, he still believes that...<b>The downgrade process is not over yet, and earnings revisions cannot offset its impact. The US stock market may see a 10-15% correction in the next six months.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3631926\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2488184ce4815610e2426c10250da75","relate_stocks":{"MS":"摩根士丹利"},"source_url":"https://wallstreetcn.com/articles/3631926","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140749092","content_text":"一周之前，摩根大通刚刚警告称，全球股指可能会在夏季出现10%的回调，并且预计今年下半年美股的投资回报率将低于均值。\n如今，摩根士丹利也加入了警告大军，认为美股未来半年的回调幅度将达到10%或15%左右，对于做多大宗商品、做空美元等非常拥挤的交易而言，若美国通胀等经济数据有了任何令人失望的风吹草动，就将为投资者们带来痛苦。\n在周一的研报中，摩根士丹利首席股票策略师Michael Wilson指出，去年美股受疫情基本面因素扰动经历了异常的波动，到了今年，企业盈利增速惊人，企业对于年度预估的修正也很夸张。\n现在看来，针对美股市场，顺着上述表现所得出的结论，或许已是过于乐观。\n该行首先看到，在过去的四个季度里，企业盈利超出预期的幅度高达20%，创下一个前所未有的新纪录；企业盈利修正幅度也接近35%，同样是一个非常高的数字，未来的下滑不可避免，且它很容易受到影响。\n\n\nWilson表示，目前的问题在于，当这两个数字开始出现下滑，其严重程度是否会到让市场关注的地步。\n他进一步认为，考虑到现在对未来十二个月（NTM）市盈率的预估也已经过高，上述情况确实有可能会发生。\n与此同时，企业净利率正处于历史高位，而不断飙升的生产者投入价格正在打击企业利润。摩根士丹利称，增量营业利润率现在已经超越了极限，很可能在未来十二个月内令市场更为失望。\n为何如此？其原因在于，供应受限和更高的投入成本为利润带来了一定压力，且明年拜登政府可能上调企业税，将对此造成进一步的影响。\n总结来看，受益于全球数万亿美元的财政刺激，企业盈利在过去几个季度当中表现出色，甚至超过了摩根士丹利此前的乐观预期。但由于成本压力上升、企业税上调阴云徘徊，目前的预测似乎都开始不切实际了起来。\n但值得注意的是，在一季度企业盈利创纪录过后，美股市场几乎没有什么太大波动，科技龙头FAAMG当中的几只，股价甚至比4月初还低。\n考虑到财报季过后企业盈利的大幅修正，整体市场价格仍旧持平。换句话说，不断下滑的市盈率在很大程度上已经被不断上升的盈利预期给抵消了。\nWilson警告称，到了这个时候，投资者必须扪心自问，是否认为估值会继续走低，以及未来的盈利修正能否抵消这一影响。\n他还提到，尽管与他有过交流的大部分客户均认为美股目前的估值水平较为合理，但他仍旧相信，下调评级的过程尚未结束，盈利修正也无法抵消其影响，美股市场未来6个月可能会出现10-15%的调整。","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":4114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113072093,"gmtCreate":1622589016012,"gmtModify":1704186700108,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"Ace1029","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575704845309016","idStr":"3575704845309016"},"themes":[],"title":"","htmlText":"Same","listText":"Same","text":"Same","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/113072093","repostId":"113029776","repostType":1,"repost":{"id":113029776,"gmtCreate":1622587350295,"gmtModify":1704186652826,"author":{"id":"3567674467070106","authorId":"3567674467070106","name":"apple26","avatar":"https://static.tigerbbs.com/690f1cb829a1d7c63dd0a0ac190b0f8b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567674467070106","idStr":"3567674467070106"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>需要多點耐心?","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>需要多點耐心?","text":"$Opendoor Technologies Inc(OPEN)$需要多點耐心?","images":[{"img":"https://static.tigerbbs.com/0162e790493688f12c5340766979dff5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113029776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119654688,"gmtCreate":1622544797744,"gmtModify":1704185992951,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"Ace1029","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575704845309016","idStr":"3575704845309016"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/119654688","repostId":"1149617351","repostType":4,"isVote":1,"tweetType":1,"viewCount":6097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119654040,"gmtCreate":1622544780180,"gmtModify":1704185992136,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"Ace1029","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575704845309016","idStr":"3575704845309016"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119654040","repostId":"1143634909","repostType":4,"isVote":1,"tweetType":1,"viewCount":4514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110290586,"gmtCreate":1622455593845,"gmtModify":1704184664399,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"Ace1029","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575704845309016","idStr":"3575704845309016"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/110290586","repostId":"1172362239","repostType":4,"isVote":1,"tweetType":1,"viewCount":5881,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581714447881138","authorId":"3581714447881138","name":"nuxezt","avatar":"https://static.tigerbbs.com/59377d9d4868bc55b936ae5d44ea9d14","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3581714447881138","idStr":"3581714447881138"},"content":"Like and comment","text":"Like and comment","html":"Like and comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110290901,"gmtCreate":1622455479303,"gmtModify":1704184663748,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"Ace1029","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575704845309016","idStr":"3575704845309016"},"themes":[],"title":"","htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/110290901","repostId":"2139480149","repostType":4,"isVote":1,"tweetType":1,"viewCount":7078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195397376,"gmtCreate":1621256177295,"gmtModify":1704354697332,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"Ace1029","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575704845309016","idStr":"3575704845309016"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$SKLZ 20210521 17.5 PUT(SKLZ)$</a>Up or down","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$SKLZ 20210521 17.5 PUT(SKLZ)$</a>Up or down","text":"$SKLZ 20210521 17.5 PUT(SKLZ)$Up or down","images":[{"img":"https://static.tigerbbs.com/b86ab9110d6e18e6c5cc4d6526ea7838","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/195397376","isVote":1,"tweetType":1,"viewCount":6568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}