StellaPcy personal page - To The Moon

StellaPcy

StellaPcy

Stella

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2021-08-12

$Altimeter Growth Corp.(AGC)$。。。。。

2021-08-03

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2021-07-29

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2021-07-28

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2021-07-27

up up up

2021-07-26

Up up up up....

2021-07-23

$Orphazyme A/S(ORPH)$。。。。。。

2021-07-23

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2021-07-20

$Orphazyme A/S(ORPH)$。。。。。。。

2021-07-19

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2021-07-17

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2021-07-15

$Orphazyme A/S(ORPH)$..........

2021-07-14

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2021-07-13

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2021-07-11

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2021-07-09

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2021-07-09

$Orphazyme A/S(ORPH)$..........

2021-07-08

$Regional Health Properties, Inc.(RHE)$........

2021-07-08

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2021-06-16

good

Brokers outline the map of A-share nuggets in the second half of the year. Which main lines will be relayed?

Go to Tiger App to see more news

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19:17","market":"sh","language":"zh","title":"Brokers outline the map of A-share nuggets in the second half of the year. Which main lines will be relayed?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157232666","media":"经济观察报","summary":"随着券商机构下半年投资策略陆续出台，一幅投资路线图逐渐勾画清晰。\n\n导读\n壹  ||  中信证券、中信建投、中金公司等多家券商近日陆续发布2021年中期策略报告。随着2021年上半年行情接近尾声，A股","content":"<p><div>With the introduction of investment strategies of brokerage institutions in the second half of the year, an investment roadmap is gradually outlined clearly. Introduction | | CITIC Securities, CITIC Construction Investment, CICC and other securities firms have recently released their 2021 medium-term strategy reports. As the market in the first half of 2021 comes to an end, the trend of A shares in the second half of the year has become the focus of market attention. In the first half of this year, the A-share market experienced the rebalancing of core assets and second-tier assets, large market capitalization and small and medium-sized market capitalization, growth stocks and cyclical stocks. Compared with the rebalancing of weak cyclical and procyclical, consumer goods and manufacturing in the second half of last year, the market in the first half of this year...</p><p><a href=\"None\">Web link</a></div></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>Brokers outline the map of A-share nuggets in the second half of the year. 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Which main lines will be relayed?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1014835943\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/53947f6c3e232c366cc0bd0fd311397d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">经济观察报 </p>\n<p class=\"h-time smaller\">2021-06-16 19:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>With the introduction of investment strategies of brokerage institutions in the second half of the year, an investment roadmap is gradually outlined clearly. Introduction | | CITIC Securities, CITIC Construction Investment, CICC and other securities firms have recently released their 2021 medium-term strategy reports. As the market in the first half of 2021 comes to an end, the trend of A shares in the second half of the year has become the focus of market attention. In the first half of this year, the A-share market experienced the rebalancing of core assets and second-tier assets, large market capitalization and small and medium-sized market capitalization, growth stocks and cyclical stocks. Compared with the rebalancing of weak cyclical and procyclical, consumer goods and manufacturing in the second half of last year, the market in the first half of this year...</p><p><a href=\"None\">Web link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157232666","content_text":"随着券商机构下半年投资策略陆续出台，一幅投资路线图逐渐勾画清晰。\n\n导读\n壹  ||  中信证券、中信建投、中金公司等多家券商近日陆续发布2021年中期策略报告。随着2021年上半年行情接近尾声，A股下半年走势成为市场关注焦点。\n贰  ||  今年上半年，A股市场经历了核心资产与二线资产、大市值与中小市值、成长股与周期股的再平衡，相比去年下半年弱周期与顺周期、消费品与制造业的再平衡，今年上半年市场的分歧更大、轮动更快。下半年有哪些主线值得布局？\n年初至春节期间，上证指数接连突破3500点、3600点、3700点，核心资产抱团行情；\n春节至五一小长假期间，上证指数从3731点回调至3400点附近，周期板块行情；\n五一至今，上证指数从3400点拉升至3600点，并围绕3600点这一关口上下盘整，热点板块频繁轮动。\n随着2021年上半年行情接近尾声，A股下半年走势成为市场关注的焦点，上证指数是维持震荡还是进入上行区间？哪些板块将接力，成为投资主线？随着券商机构下半年投资策略陆续出台，一幅投资路线图逐渐勾画清晰。\n震荡还是上行？\n回顾今年上半年的A股市场表现，总体呈现出一波三折的过程。\n2021年春节，宏观流动性趋紧引发了市场的回调。在春节之后，大宗商品价格的上行带来市场的反弹，2020年受到追捧的核心资产与有色、化工、煤炭、钢铁等周期板块呈现出冰火两重天的巨大差异。美国经济持续复苏，美债利率从1.5%持续上升到1.75%加剧了这种行情的分化。随着4月大宗商品价格见顶，流动性收紧的压力缓解，疫苗在全球范围内的普及，生物制品、白酒等核心资产再度回归，回到了前期市场的高点。6月份以来，虽然市场交投较为活跃，但热点较为分散。\n中信证券、中信建投、中金公司等多家券商近日陆续发布2021年中期策略报告。随着2021年上半年行情接近尾声，A股下半年走势成为市场关注焦点。\n中信证券预计，下半年A股将在全球共振复苏和通胀扰动缓解下步入共振上行期，四季度空间更大。\n华泰证券认为，在四季度之前无需担心中国经济进入类滞胀阶段，也无需担心全球流动性拐点，当前至三季度末有望为A股全年的赛点时间，10月之后全球股市盈利和估值两端压力渐增。\n东方证券认为，A股市场将从流动性市场向业绩市场过渡，股市震荡上行。对于A股市场的理解是，A股市场经历了流动性的推动，将逐步向业绩市场过渡。目前处于流动性市场第二阶段向业绩市场的过渡之中。过渡期中，股市一般以震荡上行为主。\n银河证券认为，当下没有结束牛市的信号，依然值得挖掘机会。上涨空间看，主要市场指数的上涨空间在2021年下半年以及之后的这轮牛市顶部，不太容易超过30%。\n不过，中信建投倾向于认为，下半年A股市场不存在系统性的机会，美债利率上行和汇率阶段性贬值将带来负面的影响，市场整体在当前状态下持续运行。在这种情况下，赛道选择和预期收益判断成为核心。\n哪些主线将接力？\n今年上半年，A股市场经历了核心资产与二线资产、大市值与中小市值、成长股与周期股的再平衡，相比去年下半年弱周期与顺周期、消费品与制造业的再平衡，今年上半年市场的分歧更大、轮动更快。下半年有哪些主线值得布局？\n平安证券建议下半年布局成长风格的结构性机遇，关注新能源汽车、新能源、半导体、化工新材料、生物医药等高景气产业。以经济转型为主线，建议关注高景气产业链上投资机会由龙头向更多企业的扩散。\n建议下半年偏向成长风格的不止平安证券一家。中信证券认为，A股下半年盈利有韧性但结构分化明显，周期弱化，成长占优。配置方面，建议淡化周期思维，重视估值弹性，三季度可以聚焦高成长品种，四季度增配大消费板块。\n中信建投也给出了类似的观点，认为成长股在经济下行的环境中将表现更优。建议布局医药、人工智能、新能源及新能源汽车板块。随着人口老龄化和人类健康需求的提高，生物医药行业空间大，具备良好的持续盈利能力；人工智能能够解决更多问题，也是未来发展的重要方向，人工智能行业未来5年复合增速预计为26.2%，中国人工智能复合增速预计为44.5%，属于长坡厚雪的赛道。而在“碳中和”背景下，新能源汽车、光伏等行业具有广阔的成长空间，新能源汽车在未来15年的长期复合增速预计在22%~32%之间，光伏行业装机量复合增速也在25%左右的水平。\n中金公司也表示，随着中国逐步进入“疫后新常态”，市场关注点可能从通胀转到更加关注增长可持续性，大类资产上，逐步减配周期与商品、关注结构，中国股市整体表现可能偏中性、聚焦优质成长，择机加配债券。下半年五大主题机会：（1）产业升级与科技创新；（2）消费升级；（3）二线“隐形冠军”；（4）财富管理与资产管理大发展；（5）“穿越周期”的周期股。\n华泰证券认为，当前至Q3末核心资产、大市值、成长股收益有望改善，二线资产＞核心资产、中小市值＞大市值、顺周期＞弱周期是中长期趋势而非短期再平衡。\n银河证券对核心资产的走势持谨慎态度，其认为，配置景气度向上的行业，比配置龙一、龙二或龙三更直接影响投资回报率。在时代的大环境面前，“没有企业的时代，只有时代的企业”。核心资产2019-2020年的繁荣，已经透支个股α利好。2021年，大中小市值公司风格会趋于均衡。2019-2020年的热门核心资产公司，至少有一半公司在2021年会跑输。2021年的事件驱动型机会将显著多于2020年。\n银河证券同时给出了三条下半年配置主线：（一）供需格局改善的资源周期行业，如煤炭、石油、有色、钢铁、银行等板块，价格是关键变量。这类板块只有在基本面强势的时候才有好的配置机会，难度较大，属于“强者逻辑”；（二）难以被证伪、行业景气度长期高的长期主线，如白酒、医美、医疗服务等定价权强的消费、医疗成长性公司，以及新能源汽车。目前估值高、性价比低，如遇到类似3月大跌，则可能出现机会；（三）受事件和市场情绪影响较大的科技周期类行业，如半导体、光伏、国产替代软件、军工等。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":175404212,"gmtCreate":1627045030436,"gmtModify":1703483134284,"author":{"id":"3581847899541278","authorId":"3581847899541278","name":"StellaPcy","avatar":"https://static.tigerbbs.com/c7739e7439f457f61c0520619f5b8101","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847899541278","idStr":"3581847899541278"},"themes":[],"htmlText":"<a 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18:35","market":"us","language":"zh","title":"Nio delivered 7102 vehicles in April, up 125.1% year over year","url":"https://stock-news.laohu8.com/highlight/detail?id=1142462428","media":"老虎资讯综合","summary":"蔚来官方微博公布4月交付数据，以下是重点：1、2021年4月交付7,102台，环比下滑2.1%，同比增长125.1%，保持高速发展态势；2、截至4月底，蔚来累计交付102,803台，突破10万里程碑；","content":"<p>Nio official Weibo announced the delivery data in April. The following are the key points:</p><p>7,102 units were delivered in April 2021, representing a decrease of 2.1% month-on-month and a year-on-year increase of 125.1%, maintaining a rapid development trend;</p><p>2. By the end of April, Nio had delivered a total of 102,803 units, exceeding the milestone of 100,000;</p><p>The new Nio ES8 delivered 1,523 units, the Nio ES6 delivered 3,163 units and the Nio EC6 delivered 2,416 units;</p><p>4. 2021 is a crucial year in the development of Nio. Nio will further improve the construction of charging and replacing and sales service network to provide you with the best whole experience; At the same time, we will firmly strengthen our investment in research and development of new products and new technologies to lay a solid foundation for long-term and stable development.</p><p><img src=\"https://static.tigerbbs.com/2ee97d8e743125dc073259ad405efddd\" tg-width=\"690\" tg-height=\"1494\" 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>Nio delivered 7102 vehicles in April, up 125.1% year over 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\">\nNio delivered 7102 vehicles in April, up 125.1% year over year\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\">2021-05-01 18:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nio official Weibo announced the delivery data in April. The following are the key points:</p><p>7,102 units were delivered in April 2021, representing a decrease of 2.1% month-on-month and a year-on-year increase of 125.1%, maintaining a rapid development trend;</p><p>2. By the end of April, Nio had delivered a total of 102,803 units, exceeding the milestone of 100,000;</p><p>The new Nio ES8 delivered 1,523 units, the Nio ES6 delivered 3,163 units and the Nio EC6 delivered 2,416 units;</p><p>4. 2021 is a crucial year in the development of Nio. Nio will further improve the construction of charging and replacing and sales service network to provide you with the best whole experience; At the same time, we will firmly strengthen our investment in research and development of new products and new technologies to lay a solid foundation for long-term and stable development.</p><p><img src=\"https://static.tigerbbs.com/2ee97d8e743125dc073259ad405efddd\" tg-width=\"690\" tg-height=\"1494\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142462428","content_text":"蔚来官方微博公布4月交付数据，以下是重点：1、2021年4月交付7,102台，环比下滑2.1%，同比增长125.1%，保持高速发展态势；2、截至4月底，蔚来累计交付102,803台，突破10万里程碑；3、全新蔚来ES8交付1,523台，蔚来ES6交付3,163台，蔚来EC6交付2,416台；4、2021年是蔚来发展历程里至关重要的一年，蔚来会进一步提升充换电与销售服务网络的建设，为大家提供最好的全程体验；同时坚定地加强新产品和新技术的研发投入，为长远稳固的发展打下坚实基础。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141131955,"gmtCreate":1625841379577,"gmtModify":1703749702743,"author":{"id":"3581847899541278","authorId":"3581847899541278","name":"StellaPcy","avatar":"https://static.tigerbbs.com/c7739e7439f457f61c0520619f5b8101","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847899541278","idStr":"3581847899541278"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>..........","listText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>..........","text":"$Orphazyme A/S(ORPH)$..........","images":[{"img":"https://static.tigerbbs.com/f7a91a91c981ea585a9fb7d2df7ccd0f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141131955","isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":133003620,"gmtCreate":1621663846660,"gmtModify":1704361246113,"author":{"id":"3581847899541278","authorId":"3581847899541278","name":"StellaPcy","avatar":"https://static.tigerbbs.com/c7739e7439f457f61c0520619f5b8101","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847899541278","idStr":"3581847899541278"},"themes":[],"htmlText":"RIP","listText":"RIP","text":"RIP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/133003620","repostId":"2137857011","repostType":4,"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}