美股详情

本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务

ASTORIA US QUALITY KINGS ETF

29.47

-0.1033-0.35%

盘后：29.490.0233+0.08%16:05 EDT

成交量：6,891.00

成交额：20.24万

市值：1.62亿

市盈率：- -

高：29.49

开：29.32

低：29.29

收：29.57

数据加载中...

总览公司新闻公告

长期稳定价值！A股哪三大行业保持年平均15%的ROE收益？

中信证券：银行板块估值仍有确定性上行空间

国海证券贺春明：A股风险溢价水平高，投资A股的ROE是国债的3倍，投资价值凸显

百亿私募董事长林鹏最新分享：市场上有一批估值在10-15倍、ROE在15%以上、未来几年潜在增长速度在10%-20%的公司

4800亿奇瑞继续冲刺上市

华尔街见闻

2000亿家电巨头，失速了

戴相龙：我国在世界上500强企业数量已超美国

风起云涌！中小券商股权变动加速

信达金租张东辉接棒胡继良为董事长

【中信建投：美国预防式降息有利于银行业绩和估值双升】中信建投研报称，美国银行业的向上经营周期，聚焦估值滞后于基本面改善的银行：当前美国预防式降息，最有利于银行业绩和估值双升。此前极端高利率环境下的硅谷银行事件和美国商业地产风险共同压低了市场对中小银行的风险偏好和估值中枢，当前这两大因素均已逆转或改善，但部分优质中小银行估值仍滞后于ROE的改善预期。依托：1）存款端有优势的银行在降息周期中更为有利；2）投资收益拖累更小；3）中收有提升空间；4）商业地产风险低、其他资产风险包袱不重的银行等选股标准，聚焦预期差最大的美国中型和区域中小银行，筛选出适合当前环境的最佳标的。

天风策略：消费板块2025年需要继续悲观吗？

【国泰君安：维持宁沪高速“增持”评级，上调目标价至18.38元】国泰君安研报指出，宁沪高速(600377.SH)路网区位优秀，ROE长期领先行业，2024年通行需求增长趋势好于行业。未来行业政策优化有望提升合理回报，预计分红政策稳定，将受益市场风险偏好。公司积极改扩建延长经营期限，政策优化提升合理回报。估算公司目前路产通行费加权收费剩余年限约9.3年，公司近年通过新建与改扩建延长收费经营期限，保障长期盈利能力。考虑公司分红政策稳定，有望受益行业政策优化，给予2025年19倍PE，上调目标价至18.38元，维持“增持”评级。

今夜，暴涨！

中国基金报

金十数据整理：每日美股市场要闻速递（12月26日周四）

美股前瞻 | 三大股指期货齐跌，安联经济学家埃里安：美国2025年经济表现优于同行

丰田汽车股价上涨有望创下8月以来最大两日涨幅

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/stock/ROE/news?page=3"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"ROE","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"ROE\",,,,,undefined,":{"symbol":"ROE","market":"US","secType":"STK","nameCN":"ASTORIA US QUALITY KINGS ETF","latestPrice":29.4667,"timestamp":1742587200000,"preClose":29.57,"halted":0,"volume":6891,"hourTrading":{"tag":"盘后","latestPrice":29.49,"preClose":29.4667,"latestTime":"16:05 EDT","volume":3,"amount":88.4001,"timestamp":1742587508307},"delay":0,"changeRate":-0.003493,"change":-0.1033,"floatShares":5510000,"shares":5510000,"lyrEps":0,"amount":202387.0516,"amplitude":0.006764,"volumeRatio":0.40972495103389955,"dividePrice":0.35763,"prevYearClose":30.4,"fiveDayClose":29.3674,"twentyDayClose":31.22},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"ROE\",,,,,undefined,":{"symbol":"ROE","floatShares":5510000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.40972495103389955,"shares":5510000,"dividePrice":0.35763,"high":29.49,"amplitude":0.006764,"preClose":29.57,"low":29.29,"week52Low":27.15,"pbRate":"--","week52High":32.41,"institutionHeld":0,"latestPrice":29.4667,"eps":0,"divideRate":0.012137,"volume":6891,"delay":0,"ttmEps":0,"open":29.3216,"prevYearClose":30.4,"prevWeekClose":29.3674,"prevMonthClose":30.8687,"prevQuarterClose":30.4,"fiveDayClose":29.3674,"twentyDayClose":31.22,"sixtyDayClose":30.7},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/ROE\",params:#limit:5,,,undefined,":[{"date":"2024-12-30","symbol":"ROE","amount":0.0906801,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2024-12-30","defaultRemindTime":1735569000000,"name":"ASTORIA US QUALITY KINGS ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2024-12-31","payableDate":"2024-12-30","currency":"USD","dateTimestamp":1735534800000,"payDate":"2024-12-31"},{"date":"2024-09-27","symbol":"ROE","amount":0.12378,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2024-09-27","defaultRemindTime":1727443800000,"name":"ASTORIA US QUALITY KINGS ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2024-09-30","payableDate":"2024-09-27","currency":"USD","dateTimestamp":1727409600000,"payDate":"2024-09-30"},{"date":"2024-06-27","symbol":"ROE","amount":0.04448,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2024-06-27","defaultRemindTime":1719495000000,"name":"ASTORIA US QUALITY KINGS ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2024-06-28","payableDate":"2024-06-27","currency":"USD","dateTimestamp":1719460800000,"payDate":"2024-06-28"},{"date":"2024-03-26","symbol":"ROE","amount":0.0987,"announcedDate":null,"type":"dividend","market":"US","newRecordDate":"2024-03-27","defaultRemindTime":1711459800000,"name":"ASTORIA US QUALITY KINGS ETF","recordDate":"2024-03-28","payableDate":"2024-03-27","currency":"USD","dateTimestamp":1711425600000,"payDate":"2024-03-28"},{"date":"2023-12-20","symbol":"ROE","amount":0.104933,"announcedDate":"2023-12-19","type":"dividend","market":"US","newRecordDate":"2023-12-21","defaultRemindTime":1703082600000,"name":"ASTORIA US QUALITY KINGS ETF","recordDate":"2023-12-22","payableDate":"2023-12-21","currency":"USD","dateTimestamp":1703048400000,"payDate":"2023-12-22"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"ROE\",market:\"US\",,,undefined,":[{"executeDate":"2023-09-27","recordDate":"2023-09-28","paymentDate":"2023-09-29","value":0.072619,"currency":"USD"},{"executeDate":"2023-12-20","recordDate":"2023-12-21","paymentDate":"2023-12-22","value":0.104933,"currency":"USD"},{"executeDate":"2024-03-26","recordDate":"2024-03-27","paymentDate":"2024-03-28","value":0.0987,"currency":"USD"},{"executeDate":"2024-06-27","recordDate":"2024-06-27","paymentDate":"2024-06-28","value":0.04448,"currency":"USD"},{"executeDate":"2024-09-27","recordDate":"2024-09-27","paymentDate":"2024-09-30","value":0.12378,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"ROE\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"ROE\",pageSize:16,pageCount:3,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2504186075","title":"长期稳定价值！A股哪三大行业保持年平均15%的ROE收益？","url":"https://stock-news.laohu8.com/highlight/detail?id=2504186075","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504186075?lang=zh_cn&edition=fundamental","pubTime":"2025-01-17 15:11","pubTimestamp":1737097904,"startTime":"0","endTime":"0","summary":"巴菲特选股三大标准之一便是要求ROE超过15%。细化至申万二级行业层面，食品饮料行业中的白酒板块尤为亮眼，其20家企业的三年平均ROE高达27.66%，2023年更是攀升至29.32%，展现出领先优势。此外，白酒上市公司持续加大分红力度，2023年现金分红总额高达851.15亿元，同比增长22.74%，这一举措也间接提升了ROE水平。相比之下，2023年申万一级31个行业的平均ROE为7.36%，而国防军工、商贸零售、综合等8个行业的平均ROE更是低于5%。","market":"sh","thumbnail":"http://imgcloud.jrjimg.cn/2025/01/17/5fc2be82405aa2c348220f40a4179e1d.png","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2025/01/17/5fc2be82405aa2c348220f40a4179e1d.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.jrj.com.cn/2025/01/17151147547473.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["159982","ROE","399300"],"gpt_icon":0},{"id":"2504746920","title":"中信证券：银行板块估值仍有确定性上行空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2504746920","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504746920?lang=zh_cn&edition=fundamental","pubTime":"2025-01-17 08:22","pubTimestamp":1737073338,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["BK1564","BK0028","LU1997245177.USD","LU2495084118.USD","161121","LU1064130708.USD","LU1794554557.SGD","LU2289578879.USD","BK0012","600030","LU2148510915.USD","LU0405327148.USD","LU1997245094.SGD","LU0405327494.USD","LU1064131003.USD","BK0196","BK1516","BK1521","06030","BK0183","ROE","BK0276","LU1328615791.USD","BK0188","BK1147","LU1997244956.HKD","LU1720050803.USD"],"gpt_icon":0},{"id":"2503696585","title":"国海证券贺春明：A股风险溢价水平高，投资A股的ROE是国债的3倍，投资价值凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2503696585","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503696585?lang=zh_cn&edition=fundamental","pubTime":"2025-01-16 17:50","pubTimestamp":1737021000,"startTime":"0","endTime":"0","summary":"　　1月16日，新浪财经金麒麟·券商财富管理创新发展论坛举行！开年盛会，券业盛典，超50家券商齐聚！　　国海证券零售财富委员会财富管理中心副总经理贺春明表示，当前A股的风险溢价水平处于高位，这为投资者提供了一个极具吸引力的投资机会。在这种情况下，A股市场显示出极高的投资价值。　　进一步分析历史数据，贺春明指出，在过去20年的市场周期中，每当风险溢价水平高于5时，绝大多数时间都对应着市场的历史大底。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2025-01-16/doc-inefehfv6765658.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["ZTmain","UTHY","000750","399300","BK0174","BK0188","USVN","BK0183","UBmain","UFIV","UTWY","TNmain","BK0276","UTRE","ZBmain","ZFmain","ROE","159982","BK0028","ZNmain"],"gpt_icon":0},{"id":"2503712610","title":"百亿私募董事长林鹏最新分享：市场上有一批估值在10-15倍、ROE在15%以上、未来几年潜在增长速度在10%-20%的公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2503712610","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503712610?lang=zh_cn&edition=fundamental","pubTime":"2025-01-15 20:30","pubTimestamp":1736944227,"startTime":"0","endTime":"0","summary":"科技、消费与先进制造","market":"sg","thumbnail":"https://img3.gelonghui.com/85184-f91e5b55-7280-4625-89ff-fc510c493477.jpg?guru_height=750&guru_width=1000","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/85184-f91e5b55-7280-4625-89ff-fc510c493477.jpg?guru_height=750&guru_width=1000"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/1624471","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["ROE"],"gpt_icon":0},{"id":"2503596834","title":"4800亿奇瑞继续冲刺上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2503596834","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503596834?lang=zh_cn&edition=fundamental","pubTime":"2025-01-14 11:27","pubTimestamp":1736825243,"startTime":"0","endTime":"0","summary":"临门一脚。","market":"hk","thumbnail":"https://wpimg-wscn.awtmt.com/ef20aba6-f4f9-4844-bf2e-0b36388f4f38.jpeg","type":0,"news_type":0,"thumbnails":["https://wpimg-wscn.awtmt.com/ef20aba6-f4f9-4844-bf2e-0b36388f4f38.jpeg"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3739065","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3739065","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"wallstreetcn_hot_news","symbols":["ROE"],"gpt_icon":0},{"id":"2502367216","title":"2000亿家电巨头，失速了","url":"https://stock-news.laohu8.com/highlight/detail?id=2502367216","media":"投资家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502367216?lang=zh_cn&edition=fundamental","pubTime":"2025-01-12 22:02","pubTimestamp":1736690520,"startTime":"0","endTime":"0","summary":"012024年前三季度，海尔智家营收为2029.7亿元，同比增长2.17%。截止2024年三季度末，海尔销售净利率为7.6%，美的集团为10%，格力电器为14.5%。2023年，海尔智家ROE为16.85%，显著低于格力电器的27.2%、美的集团的22%，其长期如此。2018-2023年，收入从1058亿元增长至1246亿元，年复合增速仅为3.3%。上半年整体低迷，到下半年“以旧换新”补贴政策下强劲上涨，2024全年家电市场零售规模有望突破9000亿元，再度打破家电2019年创下的历史记录。","market":"us","thumbnail":"http://imgcloud.jrjimg.cn/2025/01/weixin/one_20250112230600275.other","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2025/01/weixin/one_20250112230600275.other"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/01/12220247375628.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["000651","BK0188","LU1580142542.USD","BK0224","BK0014","SGXZ81163826.USD","LU1328615791.USD","ROE","BK0012","LU1979443071.USD","01169","BK0028","BK0187","LU1781817850.SGD","LU1934453819.USD","SGXZ49509284.SGD","BK0196","BK0175"],"gpt_icon":0},{"id":"2502878560","title":"戴相龙：我国在世界上500强企业数量已超美国","url":"https://stock-news.laohu8.com/highlight/detail?id=2502878560","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502878560?lang=zh_cn&edition=fundamental","pubTime":"2025-01-11 14:44","pubTimestamp":1736577840,"startTime":"0","endTime":"0","summary":"　　1月11日，第二十九届中国资本市场论坛隆重举行。论坛主题为“金融强国与资本市场发展”。中国人民银行原行长戴相龙出席会议并发表主旨演讲。戴相龙表示，发展资本市场，要有优秀的企业，良好的制度和严格的监管，还需有对我国有必要有条件有能力发展强大的资本市场充满信心。　　戴相龙指出，我国在世界上500强企业数量已超美国，4大商业银行名列世界10大银行前4名。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-01-11/doc-ineeqshz4534880.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["ROE"],"gpt_icon":0},{"id":"2502842208","title":"风起云涌！中小券商股权变动加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2502842208","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502842208?lang=zh_cn&edition=fundamental","pubTime":"2025-01-10 14:40","pubTimestamp":1736491200,"startTime":"0","endTime":"0","summary":"中小券商股权正加速变动，地方国资接盘成主流。此前，锦龙股份已宣布彻底清仓旗下所持中山证券和东莞证券股权。中小券商股权流动加速1月6日，锦龙股份公告，拟转让所持中山证券67.78%股权的交易已在上海联合产权交易所预挂牌，意在征寻标的股权意向受让方。证券时报·券商中国记者注意到，种种现象显示，2024年以来中小券商股权加速流动。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/zqgd/2025-01-10/doc-ineenpix6123558.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["ROE"],"gpt_icon":0},{"id":"2500136437","title":"信达金租张东辉接棒胡继良为董事长","url":"https://stock-news.laohu8.com/highlight/detail?id=2500136437","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2500136437?lang=zh_cn&edition=fundamental","pubTime":"2025-01-03 10:05","pubTimestamp":1735869931,"startTime":"0","endTime":"0","summary":"蓝鲸新闻1月3日讯 1月3日，蓝鲸新闻于国家企业信用信息公示系统获悉，信达金融租赁股份有限公司发生一系列重大工商变更。首先，在市场主体类型方面，信达金租从有限责任公司变更为股份有限公司；法定代表人由张东辉变更为任志强；经营期限由至2036年变更为长期；高管中张东辉接棒胡继良成为公司董事长，任志强成为公司董事。信达金租协同中国信达主责主业，截至2022年底，信达金租总资产规模突破800亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/248432","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["ROE"],"gpt_icon":0},{"id":"2500968058","title":"【中信建投：美国预防式降息 有利于银行业绩和估值双升】中信建投研报称，美国银行业的向上经营周期，聚焦估值滞后于基本面改善的银行：当前美国预防式降息，最有利于银行业绩和估值双升。此前极端高利率环境下的硅谷银行事件和美国商业地产风险共同压低了市场对中小银行的风险偏好和估值中枢，当前这两大因素均已逆转或改善，但部分优质中小银行估值仍滞后于ROE的改善预期。依托：1）存款端有优势的银行在降息周期中更为有利；2）投资收益拖累更小；3）中收有提升空间；4）商业地产风险低、其他资产风险包袱不重的银行等选股标准，聚焦预期差最大的美国中型和区域中小银行，筛选出适合当前环境的最佳标的。","url":"https://stock-news.laohu8.com/highlight/detail?id=2500968058","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2500968058?lang=zh_cn&edition=fundamental","pubTime":"2025-01-02 08:48","pubTimestamp":1735778917,"startTime":"0","endTime":"0","summary":"中信建投研报称，美国银行业的向上经营周期，聚焦估值滞后于基本面改善的银行：当前美国预防式降息，最有利于银行业绩和估值双升。此前极端高利率环境下的硅谷银行事件和美国商业地产风险共同压低了市场对中小银行的风险偏好和估值中枢，当前这两大因素均已逆转或改善，但部分优质中小银行估值仍滞后于ROE的改善预期。依托：1）存款端有优势的银行在降息周期中更为有利；2）投资收益拖累更小；3）中收有提升空间；4）商业地产风险低、其他资产风险包袱不重的银行等选股标准，聚焦预期差最大的美国中型和区域中小银行，筛选出适合当前环境的最佳标的。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/01/02084847023372.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU2129689514.USD","LU1267930227.SGD","LU1280957306.USD","161121","LU0868494617.USD","IE00B7SZLL34.SGD","BK4589","BK0276","LU2129689431.USD","LU0306806265.USD","LU0640476718.USD","LU0170899867.USD","BK4207","IE0002270589.USD","LU0130103400.USD","BK4559","LU0648000940.SGD","LU1074936037.SGD","LU1718418525.SGD","LU1366192091.USD","LU0234572021.USD","LU2129689605.HKD","IE00BKVL7J92.USD","LU0052756011.USD","BAC","LU0477156797.USD","LU0648001328.SGD","BK4211","LU0320765489.SGD","LU1791807156.HKD","LU0256863811.USD","LU0321505439.SGD","LU1496350171.SGD","LU1883839398.USD","LU1894683348.USD","LU0130102774.USD","LU0106831901.USD","LU1496350502.SGD","IE00BZ1G4Q59.USD","601066","SIVBQ","LU0980610538.SGD","LU0053666078.USD","BK4553","LU1880398554.USD","ROE","LU0098860793.USD","LU0256863902.USD","LU0128525689.USD"],"gpt_icon":0},{"id":"2495304974","title":"天风策略：消费板块2025年需要继续悲观吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2495304974","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2495304974?lang=zh_cn&edition=fundamental","pubTime":"2024-12-29 17:30","pubTimestamp":1735464605,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，天风证券发布研究报告称，消费板块投资的核心因子是估值，成长投资的核心因素是产业趋势，看估值和性价比对消费投资更重要。在当前消费板块低估值、利率下行、政策催化下复苏周期抬头，三大核心条件都适宜的背景下，对消费成为2025年一大投资主线不悲观。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1230534.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["ROE"],"gpt_icon":0},{"id":"2494820218","title":"【国泰君安：维持宁沪高速“增持”评级，上调目标价至18.38元】国泰君安研报指出，宁沪高速(600377.SH)路网区位优秀，ROE长期领先行业，2024年通行需求增长趋势好于行业。未来行业政策优化有望提升合理回报，预计分红政策稳定，将受益市场风险偏好。公司积极改扩建延长经营期限，政策优化提升合理回报。估算公司目前路产通行费加权收费剩余年限约9.3年，公司近年通过新建与改扩建延长收费经营期限，保障长期盈利能力。考虑公司分红政策稳定，有望受益行业政策优化，给予2025年19倍PE，上调目标价至18.38元，维持“增持”评级。","url":"https://stock-news.laohu8.com/highlight/detail?id=2494820218","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2494820218?lang=zh_cn&edition=fundamental","pubTime":"2024-12-27 15:31","pubTimestamp":1735284696,"startTime":"0","endTime":"0","summary":"国泰君安研报指出，宁沪高速(600377.SH)路网区位优秀，ROE长期领先行业，2024年通行需求增长趋势好于行业。未来行业政策优化有望提升合理回报，预计分红政策稳定，将受益市场风险偏好。公司积极改扩建延长经营期限，政策优化提升合理回报。估算公司目前路产通行费加权收费剩余年限约9.3年，公司近年通过新建与改扩建延长收费经营期限，保障长期盈利能力。考虑公司分红政策稳定，有望受益行业政策优化，给予2025年19倍PE，上调目标价至18.38元，维持“增持”评级。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2024/12/27153146879534.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["600377","ROE","000996.SH","02611"],"gpt_icon":0},{"id":"2494886211","title":"今夜，暴涨！","url":"https://stock-news.laohu8.com/highlight/detail?id=2494886211","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2494886211?lang=zh_cn&edition=fundamental","pubTime":"2024-12-27 00:06","pubTimestamp":1735229160,"startTime":"0","endTime":"0","summary":"道琼斯指数五个交易日以来首次下跌，标普500指数下跌0.14%，纳斯达克综合下跌约0.17%。今年以来，持续申请失业救济人数呈现逐步上升的趋势，这与其他数据显示失业者找到工作难度加大相一致。美联储主席鲍威尔上周表示，劳动力市场仍然“状况良好”，但政策制定者正在密切关注任何恶化的迹象。此外，美股无人机概念股大涨，Lilium涨超87%，Palladyne AI涨超60%，SES AI涨超100%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2024-12-27/doc-ineavfqm6539958.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2024-12-27/doc-ineavfqm6539958.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IVV","SH","SPXU","BK4585","OEF","BK4588","BK4550","ROE",".SPX","BK4504","OEX","SDS","SPY","SSO","BK4559","ESmain","BK4581","BK4534"],"gpt_icon":1},{"id":"2494286803","title":"金十数据整理：每日美股市场要闻速递（12月26日 周四）","url":"https://stock-news.laohu8.com/highlight/detail?id=2494286803","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2494286803?lang=zh_cn&edition=fundamental","pubTime":"2024-12-26 21:52","pubTimestamp":1735221137,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["NVIW.SI","160640","NVDU","EVS.SI","MSTU","NVD3.UK","NVD2.UK","NVDS","LI","NVDA","NVDD","NVDL","83042","159526","LU1435385759.SGD","09439","MSTR","09008","LLY","MSTX","NVDX","GM","000941.SH","LU0234570918.USD","2NVD.UK","LU1720051017.SGD","LU2286300806.USD","03160","159796","09042","HTZ","ROE","BTC.USD.HKCC","03439","399941","NVD","02015","BK4503","03042","NVDS.UK","IBIT","LU2491049909.HKD","NVDY","159875","TM","300024","03008","X","3NVD.UK","SNVD.UK"],"gpt_icon":0},{"id":"2494854930","title":"美股前瞻 | 三大股指期货齐跌，安联经济学家埃里安：美国2025年经济表现优于同行","url":"https://stock-news.laohu8.com/highlight/detail?id=2494854930","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2494854930?lang=zh_cn&edition=fundamental","pubTime":"2024-12-26 20:12","pubTimestamp":1735215147,"startTime":"0","endTime":"0","summary":"市场消息安联首席经济学家埃里安：美国2025年经济表现优于同行，但通胀持续。鉴于预期中的新的经济现实，美联储还将其2025年降息预测减半，市场目前预计未来12个月内美联储只会降息两次。截至12月17日，它已成为2024年散户投资者净买入最多的股票。预计交割日期从之前的2024年第三季度或第四季度修改为2025年第一季度。比特币价格在周四出现上涨，这一变动与MicroStrategy宣布的一项计划密切相关。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1229728.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["3NVD.UK","LU1861127337.USD","NVDY","LU1066051498.USD","LU1242518931.SGD","SNVD.UK","LU2063271972.USD","NVDX","LU0979878070.USD","NVDS.UK","83042","NVDA","09008","03439","NVD3.UK","NVDU","OEX","03042","LU0198837287.USD","NVD2.UK","SPXU","2NVD.UK","LU2125154935.USD","NVD","ROE","SSO","03008","ESmain","LU0323591593.USD","SPY","LU0985320562.USD","09439","IE00B3M56506.USD","IE00B775H168.HKD","LU0289961442.SGD",".SPX","IVV","LU1066053197.SGD","SH","NVDD","NVIW.SI","OEF","IE0004445015.USD","09042","NVDS","SDS"],"gpt_icon":1},{"id":"2494885039","title":"丰田汽车股价上涨 有望创下8月以来最大两日涨幅","url":"https://stock-news.laohu8.com/highlight/detail?id=2494885039","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2494885039?lang=zh_cn&edition=fundamental","pubTime":"2024-12-26 11:53","pubTimestamp":1735185187,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["BK4588","BK4585","BK4555","ROE","TM","03160","BK4099"],"gpt_icon":0}],"pageSize":16,"totalPage":7,"pageCount":3,"totalSize":110}]}}