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Yoongc

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- YoongcYoongc
  ·2023-02-19
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- YoongcYoongc
  ·2023-01-16
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  Top 10 Global Stock Market Themes in 2023 According to Morgan Stanley: On Corporate Earnings, Global Recession, China and India, and Saudi Arabia's Rise
  摩根士丹利认为，在2023年欧美公司利润承压，中国及亚洲经济的乐观前景，印度、沙特的发展等将成为股市主题。在过去的2022年，美联储暴力加息，俄乌冲突等多方力量共同作用持续影响市场。美股三大股指均创下
  Top 10 Global Stock Market Themes in 2023 According to Morgan Stanley: On Corporate Earnings, Global Recession, China and India, and Saudi Arabia's Rise
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- YoongcYoongc
  ·2023-01-10
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  Opening | Alibaba opens higher, Tesla rises more than 2%
  1月10日周二，美股小幅低开，但随后拉升，截至发稿三大指数均转涨。美联储鲍威尔在今晚的讲话中表示，美联储的政策是有效的，我们的任务没有出错。阿里巴巴高开，涨约2%。杭州市委书记调研蚂蚁集团，杭州市人民
  Opening | Alibaba opens higher, Tesla rises more than 2%
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- YoongcYoongc
  ·2023-01-07
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- YoongcYoongc
  ·2023-01-07
  $特斯拉(TSLA)$ ok
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- YoongcYoongc
  ·2023-01-06
  $特斯拉(TSLA)$ ok
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- YoongcYoongc
  ·2023-01-02
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- YoongcYoongc
  ·2023-01-02
  $特斯拉(TSLA)$ ok
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- YoongcYoongc
  ·2023-01-01
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- YoongcYoongc
  ·2022-12-30
  $特斯拉(TSLA)$ ok
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07:53","market":"us","language":"zh","title":"Top 10 Global Stock Market Themes in 2023 According to Morgan Stanley: On Corporate Earnings, Global Recession, China and India, and Saudi Arabia's Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=1102521229","media":"华尔街见闻","summary":"摩根士丹利认为，在2023年欧美公司利润承压，中国及亚洲经济的乐观前景，印度、沙特的发展等将成为股市主题。在过去的2022年，美联储暴力加息，俄乌冲突等多方力量共同作用持续影响市场。美股三大股指均创下","content":"<p><html><head></head><body>Morgan Stanley believes that in 2023, the profits of European and American companies will be under pressure, the optimistic prospects of Chinese and Asian economies, and the development of India and Saudi Arabia will become the themes of the stock market. In the past 2022, the violent rate hike of the Federal Reserve, the Russia-Ukraine conflict and other forces jointly affected the market. All three major U.S. stock indexes recorded their worst annual performance since the 2008 financial crisis.</p><p>Heading into 2023, with the prospect of weaker demand amid a slowing global economy, investors are thinking about what themes, besides the Federal Reserve, will dominate the market this year.</p><p>The Morgan Stanley analyst team's latest roundup of the top 10 themes for global equity markets in 2023 includes:<b>The profit margins of European and American companies are under pressure, from stagflation to recession, the optimistic prospects of Chinese and Asian economies, ESG ratings driving company valuations, the next round of IPOs and capital outflow from the secondary market, the planet's reduction of carbon emissions, the development of India and Saudi Arabia, the era of multiple incomes brought by ChatGPT and what to do about obesity, etc.</b></p><p><b>Topic 1: The Challenge of Profit Margins for European and American Companies</b></p><p>Morgan Stanley believes that the company's costs can't go down and its bargaining power declines in 2023,<b>Causes earnings to suffer and profit margins to come under pressure</b>。 From the American perspective,<b>This year's S&P 500 earnings will be under huge pressure and face a 'earnings cliff'</b>：</p><p>We believe that when the growth rate of costs exceeds the growth rate of sales, the company's earnings growth will be severely hit, and the operating leverage factor will be negative. Considering that (1) the job market in certain industries is still hot and there is a shortage of labor, wage costs may remain at a high level (2) the inventory filled at a higher price in the case of insufficient supply has led to an overstock situation, this phenomenon may be more serious in 2023.<img src=\"https://static.tigerbbs.com/c5ee758835f7a66189d9b772716989f6\" tg-width=\"640\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/>Due to the sharp decline in profit margins,<b>Morgan Stanley thinks European stocks may fall 10% this year</b>：</p><p>Our metrics that monitor profit margins in Europe show a margin contraction of more than 200 basis points over the next 12 months, comparable to what was seen during the global financial crisis. Higher wages, still high inflation, slowing end demand and declining pricing power will all lead to the negative operating leverage we expect.<b>Theme 2: From stagflation to deflation and even recession</b></p><p>Morgan Stanley pointed to inflation and escalating interest rates as major drivers of capital markets and industry performance in 2022. Heading into 2023, the focus will shift to lower inflation and slower growth:</p><p>Our U.S. economists expect inflation in the U.S. to decline significantly in the coming quarters, putting downward pressure on bond yields in favor of defensive stocks and GARP stocks. Morgan Stanley believes that inventory will face dual challenges. On the one hand, the bottleneck problem in the supply chain has basically disappeared, while on the other hand, the demand side, especially for goods, is slowing down:</p><p>Supply chain problems in most industries have disappeared, and imports of goods to the United States are rising sharply. The inventory-to-sales ratio of U.S. companies has been rising since the financial crisis and is now at its highest level since 1990. We think many companies are using discounts to solve this problem.<b>Theme 3: Optimistic Prospects for China and Asian Economies</b></p><p>Morgan Stanley believes that unlike Western economies, where development will slow further in 2023,<b>With the continuous improvement of policies, the economic development prospects of China and Asia will be more positive and ushered in the recovery</b>：</p><p>Combined with our anticipated weakness in the US dollar, it should stimulate investor interest in assets in Asia, the Middle East and China, including fixed income and equities. China's market and emerging markets may see a rebound.<img src=\"https://static.tigerbbs.com/a909a6cabcf3d4a1cd6ec33a31cbd6a7\" tg-width=\"640\" tg-height=\"304\" referrerpolicy=\"no-referrer\"/><b>Theme Four: ESG's Ratings Drive Alpha</b></p><p>Morgan Stanley believes that the rating of ESG in 2023 will be a key focus for investors looking for something that can generate alpha and impact the company's future. Morgan Stanley explains:</p><p>By analyzing 90 stocks across the globe, we analysts believe that as long as there is a clear improvement in one ESG metric, it will have a positive impact on both its financials and valuation. We believe that ESG ratings provide a better gauge of a stock's future than traditional ratings.<img src=\"https://static.tigerbbs.com/c8c9ce45f9093561c77630ee06eed714\" tg-width=\"640\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/><b>Theme 5: Helping to reduce carbon emissions on the planet</b></p><p>According to Morgan Stanley's analysis, companies that can provide sustainable development technologies for different industries in the future will become promoters of social development:</p><p>Our analysts list more than 50 companies that have changed the industry's original \"rules of the game\" and continued to advance sustainable technology. $500 billion of capital is scrambling to disrupt the current status quo of reducing carbon emissions.<b>Theme 6: The next round of IPO and the outflow of funds from the secondary market</b></p><p>Morgan Stanley said that at present, unicorn companies need to refinance, and funds may flow out of the secondary market to support investment:</p><p>In the past 15 years, only 3% of the 1,420 companies have made IPOs in downcycles; More than 50% of companies continue to IPO or be acquired at higher valuations in the future. If the next round of IPOs happens, it's most likely to happen in mid-2023 for most budding unicorns. History suggests that companies that raised funds in 2021 will have their next round around the second quarter of 2023, followed by an IPO in the following 9-12 months.<b>Theme 7: India's Decade</b></p><p>Morgan Stanley believes that over the next 10 years,<b>India may become the world's third largest economy and stock market</b>：</p><p>We believe that India already has what it takes to achieve economic prosperity driven by offshoring, manufacturing investment, energy transition, and the country's advanced digital infrastructure. These drivers will make it the world's third largest economy and stock market within a decade.<b>Theme 8: Saudi Arabia Will Rise Fast</b></p><p>Morgan Stanley pointed out,<b>Saudi Arabia's \"Vision 2030\" announced in 2016 gained tremendous momentum in 2022, and the momentum is expected to extend into the next decade</b>：</p><p>Saudi Arabia has launched more than $1 trillion worth of projects aimed at transforming the country into an economic powerhouse to achieve Vision 2030. We estimate that Saudi Arabia may spend about $900 billion by 2030 (compared with an estimated $50 billion spent so far). We believe contractors in South Korea and India, as well as the luxury goods sector, will benefit.<b>Theme 9: The Age of Multiple Earners</b></p><p>Morgan Stanley points out that with the rapid iteration and development of ChatGPT and other generative AI, the question is starting to be begged: which jobs will be replaced in the future. In the medium to long term,<b>Future jobs need more flexibility</b>：</p><p>We believe that now the pursuit of work has begun to shift to seeking multiple sources of income. This is creating a large and growing population whose marginal time will be better spent on different jobs to generate multiple income streams, and people in Gen Z are leading the shift in this paradigm.<b>Topic 10: Obesity x Social Media</b></p><p>Morgan Stanley believes that Wegovy (obesity drugs), Ozempic (hypoglycemic drugs) and semaglutide (weight loss drugs) are being mentioned a lot in TikTok short-video videos and comments, which will bring about a series of treatment areas such as obesity. The rise of:</p><p>We suggest that the result of too much discussion about obesity is (1) knowledge of drugs, thus making it possible (2) that demand for drugs will spread exponentially in the future. We believe that global sales of obesity drugs can reach more than $50 billion by 2030, which will raise spending on obesity to the top 12 global spending in the treatment field.<img src=\"https://static.tigerbbs.com/2b3c5aaf95bc7b7b1ed0f240500ad6a4\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/></body></html></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>Top 10 Global Stock Market Themes in 2023 According to Morgan Stanley: On Corporate Earnings, Global Recession, China and India, and Saudi Arabia's Rise</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\">\nTop 10 Global Stock Market Themes in 2023 According to Morgan Stanley: On Corporate Earnings, Global Recession, China and India, and Saudi Arabia's Rise\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\">2023-01-17 07:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Morgan Stanley believes that in 2023, the profits of European and American companies will be under pressure, the optimistic prospects of Chinese and Asian economies, and the development of India and Saudi Arabia will become the themes of the stock market. In the past 2022, the violent rate hike of the Federal Reserve, the Russia-Ukraine conflict and other forces jointly affected the market. All three major U.S. stock indexes recorded their worst annual performance since the 2008 financial crisis.</p><p>Heading into 2023, with the prospect of weaker demand amid a slowing global economy, investors are thinking about what themes, besides the Federal Reserve, will dominate the market this year.</p><p>The Morgan Stanley analyst team's latest roundup of the top 10 themes for global equity markets in 2023 includes:<b>The profit margins of European and American companies are under pressure, from stagflation to recession, the optimistic prospects of Chinese and Asian economies, ESG ratings driving company valuations, the next round of IPOs and capital outflow from the secondary market, the planet's reduction of carbon emissions, the development of India and Saudi Arabia, the era of multiple incomes brought by ChatGPT and what to do about obesity, etc.</b></p><p><b>Topic 1: The Challenge of Profit Margins for European and American Companies</b></p><p>Morgan Stanley believes that the company's costs can't go down and its bargaining power declines in 2023,<b>Causes earnings to suffer and profit margins to come under pressure</b>。 From the American perspective,<b>This year's S&P 500 earnings will be under huge pressure and face a 'earnings cliff'</b>：</p><p>We believe that when the growth rate of costs exceeds the growth rate of sales, the company's earnings growth will be severely hit, and the operating leverage factor will be negative. Considering that (1) the job market in certain industries is still hot and there is a shortage of labor, wage costs may remain at a high level (2) the inventory filled at a higher price in the case of insufficient supply has led to an overstock situation, this phenomenon may be more serious in 2023.<img src=\"https://static.tigerbbs.com/c5ee758835f7a66189d9b772716989f6\" tg-width=\"640\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/>Due to the sharp decline in profit margins,<b>Morgan Stanley thinks European stocks may fall 10% this year</b>：</p><p>Our metrics that monitor profit margins in Europe show a margin contraction of more than 200 basis points over the next 12 months, comparable to what was seen during the global financial crisis. Higher wages, still high inflation, slowing end demand and declining pricing power will all lead to the negative operating leverage we expect.<b>Theme 2: From stagflation to deflation and even recession</b></p><p>Morgan Stanley pointed to inflation and escalating interest rates as major drivers of capital markets and industry performance in 2022. Heading into 2023, the focus will shift to lower inflation and slower growth:</p><p>Our U.S. economists expect inflation in the U.S. to decline significantly in the coming quarters, putting downward pressure on bond yields in favor of defensive stocks and GARP stocks. Morgan Stanley believes that inventory will face dual challenges. On the one hand, the bottleneck problem in the supply chain has basically disappeared, while on the other hand, the demand side, especially for goods, is slowing down:</p><p>Supply chain problems in most industries have disappeared, and imports of goods to the United States are rising sharply. The inventory-to-sales ratio of U.S. companies has been rising since the financial crisis and is now at its highest level since 1990. We think many companies are using discounts to solve this problem.<b>Theme 3: Optimistic Prospects for China and Asian Economies</b></p><p>Morgan Stanley believes that unlike Western economies, where development will slow further in 2023,<b>With the continuous improvement of policies, the economic development prospects of China and Asia will be more positive and ushered in the recovery</b>：</p><p>Combined with our anticipated weakness in the US dollar, it should stimulate investor interest in assets in Asia, the Middle East and China, including fixed income and equities. China's market and emerging markets may see a rebound.<img src=\"https://static.tigerbbs.com/a909a6cabcf3d4a1cd6ec33a31cbd6a7\" tg-width=\"640\" tg-height=\"304\" referrerpolicy=\"no-referrer\"/><b>Theme Four: ESG's Ratings Drive Alpha</b></p><p>Morgan Stanley believes that the rating of ESG in 2023 will be a key focus for investors looking for something that can generate alpha and impact the company's future. Morgan Stanley explains:</p><p>By analyzing 90 stocks across the globe, we analysts believe that as long as there is a clear improvement in one ESG metric, it will have a positive impact on both its financials and valuation. We believe that ESG ratings provide a better gauge of a stock's future than traditional ratings.<img src=\"https://static.tigerbbs.com/c8c9ce45f9093561c77630ee06eed714\" tg-width=\"640\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/><b>Theme 5: Helping to reduce carbon emissions on the planet</b></p><p>According to Morgan Stanley's analysis, companies that can provide sustainable development technologies for different industries in the future will become promoters of social development:</p><p>Our analysts list more than 50 companies that have changed the industry's original \"rules of the game\" and continued to advance sustainable technology. $500 billion of capital is scrambling to disrupt the current status quo of reducing carbon emissions.<b>Theme 6: The next round of IPO and the outflow of funds from the secondary market</b></p><p>Morgan Stanley said that at present, unicorn companies need to refinance, and funds may flow out of the secondary market to support investment:</p><p>In the past 15 years, only 3% of the 1,420 companies have made IPOs in downcycles; More than 50% of companies continue to IPO or be acquired at higher valuations in the future. If the next round of IPOs happens, it's most likely to happen in mid-2023 for most budding unicorns. History suggests that companies that raised funds in 2021 will have their next round around the second quarter of 2023, followed by an IPO in the following 9-12 months.<b>Theme 7: India's Decade</b></p><p>Morgan Stanley believes that over the next 10 years,<b>India may become the world's third largest economy and stock market</b>：</p><p>We believe that India already has what it takes to achieve economic prosperity driven by offshoring, manufacturing investment, energy transition, and the country's advanced digital infrastructure. These drivers will make it the world's third largest economy and stock market within a decade.<b>Theme 8: Saudi Arabia Will Rise Fast</b></p><p>Morgan Stanley pointed out,<b>Saudi Arabia's \"Vision 2030\" announced in 2016 gained tremendous momentum in 2022, and the momentum is expected to extend into the next decade</b>：</p><p>Saudi Arabia has launched more than $1 trillion worth of projects aimed at transforming the country into an economic powerhouse to achieve Vision 2030. We estimate that Saudi Arabia may spend about $900 billion by 2030 (compared with an estimated $50 billion spent so far). We believe contractors in South Korea and India, as well as the luxury goods sector, will benefit.<b>Theme 9: The Age of Multiple Earners</b></p><p>Morgan Stanley points out that with the rapid iteration and development of ChatGPT and other generative AI, the question is starting to be begged: which jobs will be replaced in the future. In the medium to long term,<b>Future jobs need more flexibility</b>：</p><p>We believe that now the pursuit of work has begun to shift to seeking multiple sources of income. This is creating a large and growing population whose marginal time will be better spent on different jobs to generate multiple income streams, and people in Gen Z are leading the shift in this paradigm.<b>Topic 10: Obesity x Social Media</b></p><p>Morgan Stanley believes that Wegovy (obesity drugs), Ozempic (hypoglycemic drugs) and semaglutide (weight loss drugs) are being mentioned a lot in TikTok short-video videos and comments, which will bring about a series of treatment areas such as obesity. The rise of:</p><p>We suggest that the result of too much discussion about obesity is (1) knowledge of drugs, thus making it possible (2) that demand for drugs will spread exponentially in the future. We believe that global sales of obesity drugs can reach more than $50 billion by 2030, which will raise spending on obesity to the top 12 global spending in the treatment field.<img src=\"https://static.tigerbbs.com/2b3c5aaf95bc7b7b1ed0f240500ad6a4\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3679983\">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/3679983","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102521229","content_text":"摩根士丹利认为，在2023年欧美公司利润承压，中国及亚洲经济的乐观前景，印度、沙特的发展等将成为股市主题。在过去的2022年，美联储暴力加息，俄乌冲突等多方力量共同作用持续影响市场。美股三大股指均创下2008年金融危机以来的最差年度表现。进入2023年，在全球经济放缓需求走弱的前景下，投资者开始思考，除了美联储以外，还有哪些主题将主导今年的市场。摩根士丹利分析团队最新总结了2023年全球股市的十大主题，包括：欧美公司利润率承压，从滞涨到衰退，中国及亚洲经济的乐观前景，ESG的评级驱动公司估值，下轮IPO及资金从二级市场流出，地球减少碳排放，印度、沙特的发展，ChatGPT带来的多种收入者时代以及肥胖症该怎么办等。主题一：欧美公司利润率的挑战摩根士丹利认为2023年公司的成本无法下降且议价能力下降，导致盈利受到影响，利润率承压。从美国来看，今年标普500的盈利将面临巨大压力，并面临“盈利悬崖”：我们认为，当成本的增速超过销售的增速时，公司盈利增长就会受到剧烈打击，出现经营杠杆系数为负的情况。考虑到（1）某些行业的就业市场依旧火爆，劳动力短缺的情况，工资成本或将维持在高位（2）在供应不足的情况下以较高价格填补的库存导致了库存过剩的情况，这种现象在2023年可能更加严重。因利润率大幅下降，摩根士丹利认为今年欧洲股市或将下跌10%：我们监控欧洲利润率的指标显示，未来12个月的利润率收缩将超过200个基点，与全球金融危机期间的情况相当。更高的工资，仍处高位的通胀、终端需求的放缓和定价能力的下降，都会导致我们预期的经营杠杆系数为负的情况。主题二：从滞胀到通缩甚至衰退摩根士丹利指出，通胀和不断攀升的利率是2022年资本市场和行业表现的主要驱动力。进入2023年，重点将转移到较低的通胀及较慢的增长：我们的美国经济学家预计，美国的通胀率将在未来几个季度大幅下降，这将给债券收益率带来下行压力，有利于防御性股票和GARP股票。摩根士丹利认为，库存将面临双重挑战，一方面供应链的瓶颈问题已基本消失，而另一方面需求端，特别是对货物的需求，正在放缓：大多数行业的供应链问题已经消失，美国的货物进口量正急剧上升。自金融危机以来，美国公司的库存与销售的比例一直在上升，现在正处于1990年以来的最高水平。我们认为许多公司正用打折来解决这个问题。主题三：中国及亚洲经济的乐观前景摩根士丹利认为，与西方经济体的发展将在2023年进一步放缓不同，随着不断优化的政策，中国及亚洲的经济发展前景将较为乐观，迎来复苏：叠加我们预期的美元疲软，应该会激发投资者们对亚洲、中东、中国资产（包括固定收益和股票）的兴趣。中国的市场及新兴市场的或将迎来反弹。主题四：ESG的评级驱动阿尔法摩根士丹利认为，2023年ESG的评级，将成为投资者寻找能够产生阿尔法和影响公司未来的一个关键焦点，摩根士丹利解释称：通过分析全球范围内的90只股票，我们分析师认为只要一个ESG指标有明显的改善，对其财务和估值都将产生积极影响。我们相信，与传统的评级相比，ESG评级能更好地衡量股票的未来。主题五： 为地球减少碳排放助力摩根士丹利分析称，未来可以为不同行业提供可持续发展技术的公司将成为社会发展的推动者：我们的分析师列出了超过50家改变了行业原本的 “游戏规则 ”，持续推进可持续发展技术的公司。5000亿美元的资本正在争先恐后地打破当下停止不前的减少碳排放现状。主题六：下轮IPO及资金从二级市场流出摩根士丹利称，当下正处于独角兽企业需要重新融资的时期，资金或将从二级市场流出，以支持投资：在过去的15年里，1420家公司中只有3%在下行周期进行了IPO；超过50%的公司都在未来继续进行IPO或以更高估值被收购。如果下一轮IPO会发生，那么对于大多数新晋的独角兽公司来说，最有可能在2023年年中发生。历史表明，在2021年进行融资的公司将在2023年第二季度左右进行下一轮融资，并在随后的9-12个月进行IPO。主题七：印度的十年摩根士丹利认为，在接下来的10年内，印度或成为世界第三大经济体和股票市场：我们认为，印度已经具备了在离岸外包、制造业投资、能源转型和国家先进的数字基础设施的推动下实现经济繁荣的条件。这些驱动力将使其在十年内成为世界第三大经济体和股票市场。主题八：沙特将快速崛起大摩指出，沙特2016年公布的 \"2030愿景 \"在2022年获得了巨大的前进动能，预计势头或将延伸到未来十年：为实现“2030愿景”沙特阿拉伯已经推出了价值超过1万亿美元的项目，旨在将该国转变为经济强国。我们估计，到2030年沙特或将支出约9000亿美元（而迄今为止 ，估计已花费500亿美元）。我们认为，韩国和印度的承包商以及奢侈品行业将受益。主题九：多种收入者时代摩根士丹利指出，随着ChatGPT和其他生成式人工智能的快速迭代和发展，开始引出一个问题：未来哪些工作将被取代。从中长期来看，未来的工作需要更大的灵活性：我们认为，现在对工作的追求已经开始转变为寻求多种收入来源。这正在创造一个庞大且不断增长的人群，他们的边际时间将被更好地用于不同的工作从而产生多种收入来源，Z世代的人正在引领这一模式的转变。主题十：肥胖症x社交媒体摩根士丹利认为，Wegovy（肥胖症用药）、Ozempic（降糖药）和semaglutide（减肥药物）正在TikTok短视视频及评论中被大量提及，将会带来针对肥胖症等一系列治疗领域的兴起：我们认为，对肥胖症过多讨论的结果是(1)对药物的了解，从而使得(2)对药物的需求有可能在未来出现指数级传播。我们相信全球针对肥胖症药物的销售额在2030年可以达到500亿美元以上，将使对肥胖症的支出上升到全球治疗领域支出的前12位。","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":4176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951073883,"gmtCreate":1673365716243,"gmtModify":1676538825292,"author":{"id":"3581927941435634","authorId":"3581927941435634","name":"Yoongc","avatar":"https://static.tigerbbs.com/a93f178e6f634935a9ec8eccec2c7607","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927941435634","idStr":"3581927941435634"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951073883","repostId":"1129242286","repostType":4,"repost":{"id":"1129242286","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673360880,"share":"https://ttm.financial/m/news/1129242286?lang=en_US&edition=fundamental","pubTime":"2023-01-10 22:28","market":"us","language":"zh","title":"Opening | Alibaba opens higher, Tesla rises more than 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1129242286","media":"老虎资讯综合","summary":"1月10日周二，美股小幅低开，但随后拉升，截至发稿三大指数均转涨。美联储鲍威尔在今晚的讲话中表示，美联储的政策是有效的，我们的任务没有出错。阿里巴巴高开，涨约2%。杭州市委书记调研蚂蚁集团，杭州市人民","content":"<p><html><head></head><body>On Tuesday, January 10th, U.S. stocks open low slightly, but then rose. As of press time, all three major indexes turned up.<b>The Fed's policies are working and there is nothing wrong with our mission, Fed Powell said in his remarks tonight.</b></p><p><img src=\"https://static.tigerbbs.com/c55213d1c864fbf260a9c22a95bbb2b0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Opened higher, up about 2%. Investigation of Secretary of Hangzhou Municipal Party Committee<a href=\"https://laohu8.com/S/06688\">Ant Group</a>Hangzhou Municipal People's Government and Alibaba signed a comprehensive deepening strategic cooperation agreement.</p><p><img src=\"https://static.tigerbbs.com/35609e447b1917b2057ddcbb64dada4d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>The new car-making forces collectively rose at the beginning of the session,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>rose by more than 3%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up 2%.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose more than 2% at the beginning of the session, and it was reported that Tesla China won 30,000 vehicle orders in three days after announcing the price cut. But Tesla officials did not comment. It is also reported that Tesla's EV factory in Austin, Texas, will begin to expand in size in the coming weeks.</p><p><img src=\"https://static.tigerbbs.com/f3eeff30d0063f48d0f9768dd5ebdb72\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Faraday Future fell more than 5% after receiving a notice from the Nasdaq exchange informing the company that it did not meet certain continued listing requirements.</p><p><a href=\"https://laohu8.com/S/VORB\">Virgin Orbit</a>With a 20% drop, Virgin Orbit admitted on social media that its first satellite launch from Britain failed.</p><p><a href=\"https://laohu8.com/S/BBBY\">3B Home Furnishing</a>Up 7.1%, although the company posted a quarterly loss of about $393 million during the holiday season, it did not indicate it would file for bankruptcy.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>down 1.56%,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Downgraded Boeing to hold from overweight, saying there was a lack of potential upside from current levels.</p><p><a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>Slightly down 1%, with reports<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Plans to abandon by 2025<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Chip, switch to internal design.</p><p><a href=\"https://laohu8.com/S/ILMN\">Illumina</a>It fell more than 11% after the company lowered its 2023 guidance and missed market expectations.</p><p></body></html></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>Opening | Alibaba opens higher, Tesla rises more than 2%</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\">\nOpening | Alibaba opens higher, Tesla rises more than 2%\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\">2023-01-10 22:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, January 10th, U.S. stocks open low slightly, but then rose. As of press time, all three major indexes turned up.<b>The Fed's policies are working and there is nothing wrong with our mission, Fed Powell said in his remarks tonight.</b></p><p><img src=\"https://static.tigerbbs.com/c55213d1c864fbf260a9c22a95bbb2b0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Opened higher, up about 2%. Investigation of Secretary of Hangzhou Municipal Party Committee<a href=\"https://laohu8.com/S/06688\">Ant Group</a>Hangzhou Municipal People's Government and Alibaba signed a comprehensive deepening strategic cooperation agreement.</p><p><img src=\"https://static.tigerbbs.com/35609e447b1917b2057ddcbb64dada4d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>The new car-making forces collectively rose at the beginning of the session,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>rose by more than 3%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up 2%.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose more than 2% at the beginning of the session, and it was reported that Tesla China won 30,000 vehicle orders in three days after announcing the price cut. But Tesla officials did not comment. It is also reported that Tesla's EV factory in Austin, Texas, will begin to expand in size in the coming weeks.</p><p><img src=\"https://static.tigerbbs.com/f3eeff30d0063f48d0f9768dd5ebdb72\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Faraday Future fell more than 5% after receiving a notice from the Nasdaq exchange informing the company that it did not meet certain continued listing requirements.</p><p><a href=\"https://laohu8.com/S/VORB\">Virgin Orbit</a>With a 20% drop, Virgin Orbit admitted on social media that its first satellite launch from Britain failed.</p><p><a href=\"https://laohu8.com/S/BBBY\">3B Home Furnishing</a>Up 7.1%, although the company posted a quarterly loss of about $393 million during the holiday season, it did not indicate it would file for bankruptcy.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>down 1.56%,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Downgraded Boeing to hold from overweight, saying there was a lack of potential upside from current levels.</p><p><a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>Slightly down 1%, with reports<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Plans to abandon by 2025<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Chip, switch to internal design.</p><p><a href=\"https://laohu8.com/S/ILMN\">Illumina</a>It fell more than 11% after the company lowered its 2023 guidance and missed market expectations.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ 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