+关注
davidwei
暂无个人介绍
IP属地:海外
45
关注
55
粉丝
0
主题
0
勋章
主贴
热门
davidwei
04-15
这次裁员到500
特斯拉宣布全球裁员10%,交付量下滑或是关键推手
davidwei
04-13
这个价格应该很多人会用
Tesla Cuts Full Self-Driving Subscription Prices in US, Canada
davidwei
04-08
$特斯拉(TSLA)$
美国切记不能做空,看空不做空,这是美股的基本原则,除非你是顶尖的短线高手。在这种大牛市做空顶尖科技公司等于自杀
davidwei
04-06
$特斯拉(TSLA)$
特斯拉不是汽车公司,是ai及软件公司,汽车公司要交付量,ai和软件不是这个逻辑,如果仅仅是汽车公司马斯克说过市值归零
davidwei
04-06
$特斯拉(TSLA)$
多头星期一大涨20%,拉暴所有的空头,长期特斯拉自动驾驶和机器人及超算潜力超乎寻常
davidwei
03-28
$特斯拉(TSLA)$
500今年底到
davidwei
03-16
狗屁
加密货币市值大跌7%,6.6亿美元多头头寸被平仓
davidwei
01-31
狗屁,回到前几个月股价都在底部时,coin的持仓比例在木头姐的持仓排名大约5-6名,现在拍照第一是因为股价涨了,特斯拉是因为股价跌了,排名才靠后了。总持股数进2月特斯拉是增仓coin是减仓
不是英伟达也不是特斯拉,木头姐伍德最大持仓是这只股票
davidwei
2023-11-20
$Zoom(ZM)$
财报后大概率75和88阻力位之上
davidwei
2023-10-10
近100岁了,对新生事物不能全面了解是正常的,如果100岁还能像年轻人一样理解科技理解新型事物,那么国家总统企业领袖都应该由最年长者任职
查理·芒格:AI“过度炒作”,比特币是“最愚蠢投资”
davidwei
2023-09-10
国内企业没有创新精神,只会复制
曝有公司禁止员工购买理想汽车,一经发现立刻辞退
davidwei
2023-09-08
空头最后的挣扎,做空破产是迟早的事
Tesla: Overvalued Car Company - Likely To Face Further Margin Deterioration
davidwei
2023-01-08
不赚钱最后都要关门倒闭
抱歉,原内容已删除
davidwei
2022-12-02
**
3 Reasons to Be Bearish on Shopify Stock
davidwei
2022-06-01
$Shopify Inc(SHOP)$
黄金坑
davidwei
2022-05-27
$BigCommerce Holdings(BIGC)$
坚决做多,10几亿的总市值,电商大黑马
davidwei
2022-04-25
马后炮,早干嘛去了
难逃脱订阅用户流失“危机”,奈飞的护城河在动摇?
davidwei
2022-03-01
$BigCommerce Holdings(BIGC)$
继续空
davidwei
2022-02-18
$Affirm Holdings, Inc.(AFRM)$
富贵险中求,感觉差不多了
davidwei
2021-12-11
$BigCommerce Holdings(BIGC)$
真的太垃圾了
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3456488544789916,"uuid":"3456488544789916","gmtCreate":1493395243978,"gmtModify":1605060623573,"name":"davidwei","pinyin":"davidwei","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":55,"headSize":45,"tweetSize":244,"questionSize":0,"limitLevel":900,"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":123,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.10.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.69%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":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":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":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},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.28%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":0,"location":"海外","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":295566895489296,"gmtCreate":1713168833908,"gmtModify":1713168836215,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"这次裁员到500","listText":"这次裁员到500","text":"这次裁员到500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295566895489296","repostId":"1134173427","repostType":4,"repost":{"id":"1134173427","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":1713166435,"share":"https://www.laohu8.com/m/news/1134173427?lang=&edition=full","pubTime":"2024-04-15 15:33","market":"us","language":"zh","title":"特斯拉宣布全球裁员10%,交付量下滑或是关键推手","url":"https://stock-news.laohu8.com/highlight/detail?id=1134173427","media":"老虎资讯综合","summary":"稍早间,有报道称,有员工表示裁员人数可能高达20%。","content":"<html><head></head><body><p>周一下午消息,<strong>特斯拉发布全员信,宣布全球将裁员10%。</strong>稍早间,有报道称,有员工表示裁员人数可能高达20%。但据核实了解到,特斯拉官方全员信于北京时间4月15日下午三时左右发布,确认了裁员比例为10%。</p><p>据悉,这一轮裁员预计将在本周(当地时间周日)正式展开。来自奥斯汀、弗里蒙特等地的特斯拉工程师也向媒体透露,公司内部已经传出了“裁员即将开始”的消息。</p><p>邮件具体内容如下:</p><blockquote><p style=\"text-align: justify;\">多年来,我们的公司在全球范围内迅速扩张,多个工厂进行了规模化扩建。随着高速增长,某些领域出现了角色和工作职能的重复。在为公司下一阶段的增长做准备时,全面审视公司每一个方面,寻求降本增效至关重要。</p><p style=\"text-align: justify;\">作为这一举措的一部分,我们对组织架构进行了彻底审查,并做出了艰难的决定,在全球范围内裁员逾10%。没有比这更困难的事情了,但这是必须完成的,这将使我们保持精简、创新,并进入下一个增长阶段周期。</p><p style=\"text-align: justify;\">我想感谢每一位即将离开特斯拉的同事多年来的辛勤付出,我深深感激你们为我们的使命做出的诸多贡献,祝愿你们在未来的机遇中一切顺利,道别总是艰难的。</p><p style=\"text-align: justify;\">对于那些留下来的人,我想提前感谢你们即将面临的艰难工作。我们正在开发汽车、能源和人工智能领域开发一些最具革命性的技术。在为公司下一阶段的增长做准备时,你们的决心将在我们实现目标的过程中发挥巨大的作用。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0ebd2cfad8d27cd9ac65604bfe4cc18\" tg-width=\"614\" tg-height=\"689\"/></p></blockquote><p style=\"text-align: left;\">事实上,关于特斯拉裁员的传言早在今年2月就已开始流传。当时,特斯拉推迟了对一部分员工的绩效考核,这一举动被视为裁员的前兆。随后,外媒在2月8日报道称,特斯拉似乎正在准备新一轮裁员,公司要求所有经理对其下属进行“二元评估”,以判断哪些岗位对于公司的运营至关重要。</p><p style=\"text-align: left;\">近年来,特斯拉的招聘速度已经有所放缓。2022年,特斯拉新增员工人数为2.9万,而到了2023年,这一数字已降至1.2万。</p><p style=\"text-align: left;\">2024年一季度,特斯拉在全球的交付量仅为38.68万辆,远低于此前机构预测的43万辆左右。这一数字同比下滑了8.3%,环比下滑更是高达20.1%。这也是自2020年以来,特斯拉交付量首次出现季度同比下降。</p></body></html>","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>特斯拉宣布全球裁员10%,交付量下滑或是关键推手</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n特斯拉宣布全球裁员10%,交付量下滑或是关键推手\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2024-04-15 15:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一下午消息,<strong>特斯拉发布全员信,宣布全球将裁员10%。</strong>稍早间,有报道称,有员工表示裁员人数可能高达20%。但据核实了解到,特斯拉官方全员信于北京时间4月15日下午三时左右发布,确认了裁员比例为10%。</p><p>据悉,这一轮裁员预计将在本周(当地时间周日)正式展开。来自奥斯汀、弗里蒙特等地的特斯拉工程师也向媒体透露,公司内部已经传出了“裁员即将开始”的消息。</p><p>邮件具体内容如下:</p><blockquote><p style=\"text-align: justify;\">多年来,我们的公司在全球范围内迅速扩张,多个工厂进行了规模化扩建。随着高速增长,某些领域出现了角色和工作职能的重复。在为公司下一阶段的增长做准备时,全面审视公司每一个方面,寻求降本增效至关重要。</p><p style=\"text-align: justify;\">作为这一举措的一部分,我们对组织架构进行了彻底审查,并做出了艰难的决定,在全球范围内裁员逾10%。没有比这更困难的事情了,但这是必须完成的,这将使我们保持精简、创新,并进入下一个增长阶段周期。</p><p style=\"text-align: justify;\">我想感谢每一位即将离开特斯拉的同事多年来的辛勤付出,我深深感激你们为我们的使命做出的诸多贡献,祝愿你们在未来的机遇中一切顺利,道别总是艰难的。</p><p style=\"text-align: justify;\">对于那些留下来的人,我想提前感谢你们即将面临的艰难工作。我们正在开发汽车、能源和人工智能领域开发一些最具革命性的技术。在为公司下一阶段的增长做准备时,你们的决心将在我们实现目标的过程中发挥巨大的作用。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0ebd2cfad8d27cd9ac65604bfe4cc18\" tg-width=\"614\" tg-height=\"689\"/></p></blockquote><p style=\"text-align: left;\">事实上,关于特斯拉裁员的传言早在今年2月就已开始流传。当时,特斯拉推迟了对一部分员工的绩效考核,这一举动被视为裁员的前兆。随后,外媒在2月8日报道称,特斯拉似乎正在准备新一轮裁员,公司要求所有经理对其下属进行“二元评估”,以判断哪些岗位对于公司的运营至关重要。</p><p style=\"text-align: left;\">近年来,特斯拉的招聘速度已经有所放缓。2022年,特斯拉新增员工人数为2.9万,而到了2023年,这一数字已降至1.2万。</p><p style=\"text-align: left;\">2024年一季度,特斯拉在全球的交付量仅为38.68万辆,远低于此前机构预测的43万辆左右。这一数字同比下滑了8.3%,环比下滑更是高达20.1%。这也是自2020年以来,特斯拉交付量首次出现季度同比下降。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/570546891f0213a52f196e37da6ff74c","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134173427","content_text":"周一下午消息,特斯拉发布全员信,宣布全球将裁员10%。稍早间,有报道称,有员工表示裁员人数可能高达20%。但据核实了解到,特斯拉官方全员信于北京时间4月15日下午三时左右发布,确认了裁员比例为10%。据悉,这一轮裁员预计将在本周(当地时间周日)正式展开。来自奥斯汀、弗里蒙特等地的特斯拉工程师也向媒体透露,公司内部已经传出了“裁员即将开始”的消息。邮件具体内容如下:多年来,我们的公司在全球范围内迅速扩张,多个工厂进行了规模化扩建。随着高速增长,某些领域出现了角色和工作职能的重复。在为公司下一阶段的增长做准备时,全面审视公司每一个方面,寻求降本增效至关重要。作为这一举措的一部分,我们对组织架构进行了彻底审查,并做出了艰难的决定,在全球范围内裁员逾10%。没有比这更困难的事情了,但这是必须完成的,这将使我们保持精简、创新,并进入下一个增长阶段周期。我想感谢每一位即将离开特斯拉的同事多年来的辛勤付出,我深深感激你们为我们的使命做出的诸多贡献,祝愿你们在未来的机遇中一切顺利,道别总是艰难的。对于那些留下来的人,我想提前感谢你们即将面临的艰难工作。我们正在开发汽车、能源和人工智能领域开发一些最具革命性的技术。在为公司下一阶段的增长做准备时,你们的决心将在我们实现目标的过程中发挥巨大的作用。事实上,关于特斯拉裁员的传言早在今年2月就已开始流传。当时,特斯拉推迟了对一部分员工的绩效考核,这一举动被视为裁员的前兆。随后,外媒在2月8日报道称,特斯拉似乎正在准备新一轮裁员,公司要求所有经理对其下属进行“二元评估”,以判断哪些岗位对于公司的运营至关重要。近年来,特斯拉的招聘速度已经有所放缓。2022年,特斯拉新增员工人数为2.9万,而到了2023年,这一数字已降至1.2万。2024年一季度,特斯拉在全球的交付量仅为38.68万辆,远低于此前机构预测的43万辆左右。这一数字同比下滑了8.3%,环比下滑更是高达20.1%。这也是自2020年以来,特斯拉交付量首次出现季度同比下降。","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294736210575520,"gmtCreate":1712970170255,"gmtModify":1712970172076,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"这个价格应该很多人会用","listText":"这个价格应该很多人会用","text":"这个价格应该很多人会用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294736210575520","repostId":"2427642817","repostType":2,"repost":{"id":"2427642817","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1712964563,"share":"https://www.laohu8.com/m/news/2427642817?lang=&edition=full","pubTime":"2024-04-13 07:29","market":"us","language":"en","title":"Tesla Cuts Full Self-Driving Subscription Prices in US, Canada","url":"https://stock-news.laohu8.com/highlight/detail?id=2427642817","media":"Reuters","summary":"(Adds details, background from paragraph 3) April 12 (Reuters) - Elon Musk's Tesla said on Friday it has cut prices of its Full Self-Driving (FSD) subscriptions in the United States and Canada","content":"<html><head></head><body><p>April 12 (Reuters) - Elon Musk's Tesla said on Friday it has cut prices of its Full Self-Driving <a href=\"https://laohu8.com/S/FSD\">$(FSD)$</a> subscriptions in the United States and Canada, as it seeks to drive adoption amid softening demand and price competition.</p><p>The subscriptions will be priced at $99 per month in the U.S. and C$99 ($71.88) in Canada, the electric vehicle maker said in a post on X.</p><p>Musk has long touted the FSD technology as a potential cash cow for the company, but has failed to keep his promise of a fully autonomous driving experience, amid stiff regulatory and legal scrutiny of Tesla's safety and marketing.</p><p>The software, which Tesla says does not make its vehicles autonomous and requires active driver supervision, had earlier been offered at a subscription of $199 a month.</p><p>Last month, Tesla said it will give a one-month trial of the driver-assist technology to existing and new customers in the U.S.</p><p>($1 = 1.3772 Canadian dollars)</p></body></html>","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>Tesla Cuts Full Self-Driving Subscription Prices in US, Canada</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTesla Cuts Full Self-Driving Subscription Prices in US, Canada\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-04-13 07:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>April 12 (Reuters) - Elon Musk's Tesla said on Friday it has cut prices of its Full Self-Driving <a href=\"https://laohu8.com/S/FSD\">$(FSD)$</a> subscriptions in the United States and Canada, as it seeks to drive adoption amid softening demand and price competition.</p><p>The subscriptions will be priced at $99 per month in the U.S. and C$99 ($71.88) in Canada, the electric vehicle maker said in a post on X.</p><p>Musk has long touted the FSD technology as a potential cash cow for the company, but has failed to keep his promise of a fully autonomous driving experience, amid stiff regulatory and legal scrutiny of Tesla's safety and marketing.</p><p>The software, which Tesla says does not make its vehicles autonomous and requires active driver supervision, had earlier been offered at a subscription of $199 a month.</p><p>Last month, Tesla said it will give a one-month trial of the driver-assist technology to existing and new customers in the U.S.</p><p>($1 = 1.3772 Canadian dollars)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4099":"汽车制造商","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TSLA":"特斯拉","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4588":"碎股","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4550":"红杉资本持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4551":"寇图资本持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4574":"无人驾驶","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2427642817","content_text":"April 12 (Reuters) - Elon Musk's Tesla said on Friday it has cut prices of its Full Self-Driving $(FSD)$ subscriptions in the United States and Canada, as it seeks to drive adoption amid softening demand and price competition.The subscriptions will be priced at $99 per month in the U.S. and C$99 ($71.88) in Canada, the electric vehicle maker said in a post on X.Musk has long touted the FSD technology as a potential cash cow for the company, but has failed to keep his promise of a fully autonomous driving experience, amid stiff regulatory and legal scrutiny of Tesla's safety and marketing.The software, which Tesla says does not make its vehicles autonomous and requires active driver supervision, had earlier been offered at a subscription of $199 a month.Last month, Tesla said it will give a one-month trial of the driver-assist technology to existing and new customers in the U.S.($1 = 1.3772 Canadian dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293145833840728,"gmtCreate":1712588335231,"gmtModify":1712588513113,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 美国切记不能做空,看空不做空,这是美股的基本原则,除非你是顶尖的短线高手。在这种大牛市做空顶尖科技公司等于自杀","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 美国切记不能做空,看空不做空,这是美股的基本原则,除非你是顶尖的短线高手。在这种大牛市做空顶尖科技公司等于自杀","text":"$特斯拉(TSLA)$ 美国切记不能做空,看空不做空,这是美股的基本原则,除非你是顶尖的短线高手。在这种大牛市做空顶尖科技公司等于自杀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293145833840728","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292178202386616,"gmtCreate":1712358588126,"gmtModify":1712358589627,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 特斯拉不是汽车公司,是ai及软件公司,汽车公司要交付量,ai和软件不是这个逻辑,如果仅仅是汽车公司马斯克说过市值归零","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 特斯拉不是汽车公司,是ai及软件公司,汽车公司要交付量,ai和软件不是这个逻辑,如果仅仅是汽车公司马斯克说过市值归零","text":"$特斯拉(TSLA)$ 特斯拉不是汽车公司,是ai及软件公司,汽车公司要交付量,ai和软件不是这个逻辑,如果仅仅是汽车公司马斯克说过市值归零","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292178202386616","isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292177633230984,"gmtCreate":1712358440314,"gmtModify":1712358441765,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 多头星期一大涨20%,拉暴所有的空头,长期特斯拉自动驾驶和机器人及超算潜力超乎寻常","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 多头星期一大涨20%,拉暴所有的空头,长期特斯拉自动驾驶和机器人及超算潜力超乎寻常","text":"$特斯拉(TSLA)$ 多头星期一大涨20%,拉暴所有的空头,长期特斯拉自动驾驶和机器人及超算潜力超乎寻常","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/292177633230984","isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":6,"crmLevelSwitch":0},"content":"特斯拉从汽车公司开始转变ai公司","text":"特斯拉从汽车公司开始转变ai公司","html":"特斯拉从汽车公司开始转变ai公司"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289235121000672,"gmtCreate":1711637067292,"gmtModify":1711637068547,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 500今年底到","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 500今年底到","text":"$特斯拉(TSLA)$ 500今年底到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/289235121000672","isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284897094492432,"gmtCreate":1710560662209,"gmtModify":1710563164363,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"狗屁","listText":"狗屁","text":"狗屁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284897094492432","repostId":"1103755530","repostType":4,"repost":{"id":"1103755530","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":1710512521,"share":"https://www.laohu8.com/m/news/1103755530?lang=&edition=full","pubTime":"2024-03-15 22:22","language":"zh","title":"加密货币市值大跌7%,6.6亿美元多头头寸被平仓","url":"https://stock-news.laohu8.com/highlight/detail?id=1103755530","media":"老虎资讯综合","summary":"追踪加密货币的期货遭受了超过8亿美元的损失,为今年的第二大损失。","content":"<html><head></head><body><p>据coindesk,比特币、以太币等主要代币在过去24小时内大幅下跌,此次下跌是由高于预期的通胀数据和一些交易员的获利了结引发的。一些分析师预计加密货币将进一步下跌。加密货币市值下跌7%,为今年最大跌幅,比特币在过去24小时内暴跌8%,抹去了本周涨幅,引发了整个市场的下跌。</p><p>数据显示,追踪加密货币的期货遭受了超过8亿美元的损失,为今年的第二大损失。6.6亿美元的多头头寸被平仓,这可能是导致加密货币大幅下滑的原因之一。</p><p>FxPro高级市场分析师Alex Kuptsikevich表示:“新的历史高点是抛售的导火索。”“一些投资者正在获利了结,这引发了一个问题,即在目前的水平上,是否会有足够多的买家,还是大多数人更愿意等待更深的回调。”他补充说:“在回调情况下,6.52万-6.55万美元和6万-6.05万美元区域特别值得关注,因为它们是重要的整数关口,以及76.4%和61.8%的斐波那契回撤位。”</p></body></html>","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>加密货币市值大跌7%,6.6亿美元多头头寸被平仓</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n加密货币市值大跌7%,6.6亿美元多头头寸被平仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2024-03-15 22:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据coindesk,比特币、以太币等主要代币在过去24小时内大幅下跌,此次下跌是由高于预期的通胀数据和一些交易员的获利了结引发的。一些分析师预计加密货币将进一步下跌。加密货币市值下跌7%,为今年最大跌幅,比特币在过去24小时内暴跌8%,抹去了本周涨幅,引发了整个市场的下跌。</p><p>数据显示,追踪加密货币的期货遭受了超过8亿美元的损失,为今年的第二大损失。6.6亿美元的多头头寸被平仓,这可能是导致加密货币大幅下滑的原因之一。</p><p>FxPro高级市场分析师Alex Kuptsikevich表示:“新的历史高点是抛售的导火索。”“一些投资者正在获利了结,这引发了一个问题,即在目前的水平上,是否会有足够多的买家,还是大多数人更愿意等待更深的回调。”他补充说:“在回调情况下,6.52万-6.55万美元和6万-6.05万美元区域特别值得关注,因为它们是重要的整数关口,以及76.4%和61.8%的斐波那契回撤位。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"MSTR":"MicroStrategy Incorporated","COIN":"Coinbase Global, Inc.","MARA":"Marathon Digital Holdings Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103755530","content_text":"据coindesk,比特币、以太币等主要代币在过去24小时内大幅下跌,此次下跌是由高于预期的通胀数据和一些交易员的获利了结引发的。一些分析师预计加密货币将进一步下跌。加密货币市值下跌7%,为今年最大跌幅,比特币在过去24小时内暴跌8%,抹去了本周涨幅,引发了整个市场的下跌。数据显示,追踪加密货币的期货遭受了超过8亿美元的损失,为今年的第二大损失。6.6亿美元的多头头寸被平仓,这可能是导致加密货币大幅下滑的原因之一。FxPro高级市场分析师Alex Kuptsikevich表示:“新的历史高点是抛售的导火索。”“一些投资者正在获利了结,这引发了一个问题,即在目前的水平上,是否会有足够多的买家,还是大多数人更愿意等待更深的回调。”他补充说:“在回调情况下,6.52万-6.55万美元和6万-6.05万美元区域特别值得关注,因为它们是重要的整数关口,以及76.4%和61.8%的斐波那契回撤位。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268813540122720,"gmtCreate":1706659217736,"gmtModify":1706661526817,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"狗屁,回到前几个月股价都在底部时,coin的持仓比例在木头姐的持仓排名大约5-6名,现在拍照第一是因为股价涨了,特斯拉是因为股价跌了,排名才靠后了。总持股数进2月特斯拉是增仓coin是减仓","listText":"狗屁,回到前几个月股价都在底部时,coin的持仓比例在木头姐的持仓排名大约5-6名,现在拍照第一是因为股价涨了,特斯拉是因为股价跌了,排名才靠后了。总持股数进2月特斯拉是增仓coin是减仓","text":"狗屁,回到前几个月股价都在底部时,coin的持仓比例在木头姐的持仓排名大约5-6名,现在拍照第一是因为股价涨了,特斯拉是因为股价跌了,排名才靠后了。总持股数进2月特斯拉是增仓coin是减仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268813540122720","repostId":"2407197503","repostType":2,"repost":{"id":"2407197503","pubTimestamp":1706663962,"share":"https://www.laohu8.com/m/news/2407197503?lang=&edition=full","pubTime":"2024-01-31 09:19","market":"sh","language":"zh","title":"不是英伟达也不是特斯拉,木头姐伍德最大持仓是这只股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2407197503","media":"智通财经","summary":"“木头姐”凯茜·伍德曾大量持有英伟达股票。与此同时,Ark在积极购入特斯拉股票,仅上周就进行了四次大笔购买,周一继续加仓。然后,特斯拉并不是伍德的第一大持仓。尽管近期Coinbase价格飙升,Ark对其有所减持,其仍是Ark最大的持仓。在加密市场其他地方出现丑闻或欺诈导致股价下跌时,她的基金一直在购买Coinbase的股票。Ark目前管理着自己的比特币ETF,并且她的其他基金已经持有Ark 21Shares Bitcoin ETF的股份。截至周二收盘,Coinbase收跌1.51%,报130.82美元。","content":"<html><head></head><body><p>“木头姐”凯茜·伍德曾大量持有<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股票。但过去一年,她领导的方舟基金(Ark Invest)在AI股市热潮中获利后,出售了大部分AI股票,转而投资于其他成长型股票。目前,Ark只持有价值8100万美元的英伟达股票。</p><p>与此同时,Ark在积极购入<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票,仅上周就进行了四次大笔购买,周一继续加仓。然后,特斯拉并不是伍德的第一大持仓。智通财经APP了解到,<strong>伍德的最大持仓是加密货币交易平台Coinbase Global(COIN),其投资额达到了9.11亿美元,占Ark总资产的6.8%,远高于特斯拉的5.7%和英伟达的0.6%</strong>。</p><p>尽管近期Coinbase价格飙升,Ark对其有所减持,其仍是Ark最大的持仓。这反映了伍德对加密货币行业长期发展的信心。她看好加密货币的持续增长潜力,将Coinbase和新推出的Ark 21Shares Bitcoin ETF(ARKB.US)视为行业的先锋。</p><p>伍德高度评价Coinbase。她对加密货币市场,特别是比特币充满期待,将其2030年的价格目标设为148万美元。她认为,由于比特币设计上几乎不受通胀影响且供应量严格有限,随着全球经济的数字化转型,比特币的价格预计会显著上升。</p><p>因此,她看好Coinbase作为比特币和其他加密货币资产管理基础设施的领先投资。Coinbase因其美国背景和对监管合规的重视,在加密货币服务提供商中脱颖而出。与之相对的是,例如币安这样的竞争对手,由于涉嫌刑事活动和数据安全问题而备受争议。</p><p>伍德认为,Coinbase的这种经营策略使其成为一个更安全的选择,对于希望利用加密市场增长的投资者来说,这是一个更可靠的选择。在加密市场其他地方出现丑闻或欺诈导致股价下跌时,她的基金一直在购买Coinbase的股票。</p><p>自2023年6月以来,伍德的基金已将Coinbase股票减持了约一半,从而将现金利润重新投资于其他成长股。</p><p>此外,一部分原本投资于Coinbase的资金已转向更直接的比特币投资。Ark目前管理着自己的比特币ETF,并且她的其他基金已经持有Ark 21Shares Bitcoin ETF的股份。</p><p>截至周二收盘,Coinbase收跌1.51%,报130.82美元。</p></body></html>","source":"stock_zhitongcaijing","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>不是英伟达也不是特斯拉,木头姐伍德最大持仓是这只股票</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n不是英伟达也不是特斯拉,木头姐伍德最大持仓是这只股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-31 09:19 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1065266.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“木头姐”凯茜·伍德曾大量持有英伟达股票。但过去一年,她领导的方舟基金(Ark Invest)在AI股市热潮中获利后,出售了大部分AI股票,转而投资于其他成长型股票。目前,Ark只持有价值8100万美元的英伟达股票。与此同时,Ark在积极购入特斯拉股票,仅上周就进行了四次大笔购买,周一继续加仓。然后,特斯拉并不是伍德的第一大持仓。智通财经APP了解到,伍德的最大持仓是加密货币交易平台...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1065266.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4529":"IDC概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","COIN":"Coinbase Global, Inc.","BK4555":"新能源车","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4587":"ChatGPT概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVDA":"英伟达","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0079474960.USD":"联博美国增长基金A","BK4099":"汽车制造商","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4511":"特斯拉概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TSLA":"特斯拉","BK4550":"红杉资本持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4141":"半导体产品","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4551":"寇图资本持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"source_url":"http://www.zhitongcaijing.com/content/detail/1065266.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2407197503","content_text":"“木头姐”凯茜·伍德曾大量持有英伟达股票。但过去一年,她领导的方舟基金(Ark Invest)在AI股市热潮中获利后,出售了大部分AI股票,转而投资于其他成长型股票。目前,Ark只持有价值8100万美元的英伟达股票。与此同时,Ark在积极购入特斯拉股票,仅上周就进行了四次大笔购买,周一继续加仓。然后,特斯拉并不是伍德的第一大持仓。智通财经APP了解到,伍德的最大持仓是加密货币交易平台Coinbase Global(COIN),其投资额达到了9.11亿美元,占Ark总资产的6.8%,远高于特斯拉的5.7%和英伟达的0.6%。尽管近期Coinbase价格飙升,Ark对其有所减持,其仍是Ark最大的持仓。这反映了伍德对加密货币行业长期发展的信心。她看好加密货币的持续增长潜力,将Coinbase和新推出的Ark 21Shares Bitcoin ETF(ARKB.US)视为行业的先锋。伍德高度评价Coinbase。她对加密货币市场,特别是比特币充满期待,将其2030年的价格目标设为148万美元。她认为,由于比特币设计上几乎不受通胀影响且供应量严格有限,随着全球经济的数字化转型,比特币的价格预计会显著上升。因此,她看好Coinbase作为比特币和其他加密货币资产管理基础设施的领先投资。Coinbase因其美国背景和对监管合规的重视,在加密货币服务提供商中脱颖而出。与之相对的是,例如币安这样的竞争对手,由于涉嫌刑事活动和数据安全问题而备受争议。伍德认为,Coinbase的这种经营策略使其成为一个更安全的选择,对于希望利用加密市场增长的投资者来说,这是一个更可靠的选择。在加密市场其他地方出现丑闻或欺诈导致股价下跌时,她的基金一直在购买Coinbase的股票。自2023年6月以来,伍德的基金已将Coinbase股票减持了约一半,从而将现金利润重新投资于其他成长股。此外,一部分原本投资于Coinbase的资金已转向更直接的比特币投资。Ark目前管理着自己的比特币ETF,并且她的其他基金已经持有Ark 21Shares Bitcoin ETF的股份。截至周二收盘,Coinbase收跌1.51%,报130.82美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243430791360736,"gmtCreate":1700452563745,"gmtModify":1700452564857,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$ </a>财报后大概率75和88阻力位之上","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$ </a>财报后大概率75和88阻力位之上","text":"$Zoom(ZM)$ 财报后大概率75和88阻力位之上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243430791360736","isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":228689119318184,"gmtCreate":1696872207410,"gmtModify":1696872209118,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"近100岁了,对新生事物不能全面了解是正常的,如果100岁还能像年轻人一样理解科技理解新型事物,那么国家总统企业领袖都应该由最年长者任职","listText":"近100岁了,对新生事物不能全面了解是正常的,如果100岁还能像年轻人一样理解科技理解新型事物,那么国家总统企业领袖都应该由最年长者任职","text":"近100岁了,对新生事物不能全面了解是正常的,如果100岁还能像年轻人一样理解科技理解新型事物,那么国家总统企业领袖都应该由最年长者任职","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/228689119318184","repostId":"2374513533","repostType":2,"repost":{"id":"2374513533","pubTimestamp":1696847264,"share":"https://www.laohu8.com/m/news/2374513533?lang=&edition=full","pubTime":"2023-10-09 18:27","market":"us","language":"zh","title":"查理·芒格:AI“过度炒作”,比特币是“最愚蠢投资”","url":"https://stock-news.laohu8.com/highlight/detail?id=2374513533","media":"金十数据","summary":"不要抱有不切实际的期望。","content":"<html><head></head><body><blockquote><p>巴菲特的得力搭档查理·芒格表示,人工智能的炒作“超出了应有的程度”,警告不要抱有不切实际的期望。他还称,比特币是最愚蠢的投资。</p></blockquote><p>查理·芒格,<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦公司的亿万富翁副主席、沃伦·巴菲特的搭档,最近重申了他对科技和金融行业最热门的两个话题的立场:人工智能(AI)和比特币。</p><p><strong>人工智能:“过度炒作”</strong></p><p>人工智能是华尔街的最新宠儿,今年已有数十亿美元投入该领域。然而,查理·芒格没有参与其中。</p><p>在<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Communications组织的Zoomtopia会议上,99岁的查理·芒格在讨论人工智能的现状时毫不拐弯抹角。他将其称为<strong>“过度炒作”,</strong>认为它<strong>受到的关注超过了应有的程度。</strong></p><p>虽然芒格承认人工智能具有不可否认的潜力,但他对其兑现承诺的可能性仍持怀疑态度。他此前曾在伯克希尔股东大会上表达过类似的疑虑,声称<strong>“传统智能”仍然站稳脚跟,警告不要对人工智能抱有不切实际的期望。</strong>早在今年2月,他就曾经指出,</p><blockquote><p>“关于这个话题有很多疯狂的炒作……但<strong>人工智能无法治愈癌症,它不会做我们想做的一切,而且里面也有很多谬论,</strong>所以我认为这是一件喜忧参半的事情。”</p></blockquote><p>他指出,人工智能其实已经存在相当长一段时间了——其根源可以追溯到20世纪50年代。</p><p>巴菲特则将人工智能,尤其是生成式人工智能聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>ChatGPT,贴上了<strong>“我不理解的东西”</strong>的标签,并质疑它是否会对社会产生有害影响。但是,他至少承认生成式人工智能是<strong>“一项令人难以置信的技术进步”。</strong></p><p>人工智能已经取得了长足的进步,OpenAI的ChatGPT等平台在短短几周内就获得了超过1亿的用户。<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等科技巨头也在投入数十亿美元用于人工智能研发。然而,芒格的观点表明,人们对该技术的潜力存在意见分歧。</p><p><strong>比特币:“赌博代币”,终将“归零”</strong></p><p>查理·芒格的批评从人工智能延伸到了加密货币领域,比特币是他的主要打击目标。他毫不犹豫地明确表示:<strong>“别让我开始投资比特币——这是我见过的最愚蠢的投资。”</strong>他说,</p><blockquote><p>“大部分投资都将归零。”</p></blockquote><p>芒格对比特币的批评也不是什么新鲜事。多年来,<strong>他将比特币比作“老鼠药”,将其他加密货币比作有害感染。</strong>过去,他甚至敦促美国政府禁止比特币,将其定性为投机性赌博。芒格的亲密伙伴沃伦·巴菲特也表达了他的怀疑态度,<strong>将比特币称为“赌博代币”。</strong></p><p>去年的经济低迷导致数字货币市场一天之内蒸发了超过2000亿美元,一些专家预测,<strong>加密货币投资者毕生积蓄一夜化为乌有的现象可能会持续到2023年,甚至可能持续到2024年。</strong>虽然比特币已从去年的最低点有所回升,但以目前略低于28,000美元的价格计算,该数字代币仍远未回到近69,000美元的历史高点。</p><p>查理·芒格对人工智能和比特币所表达的观点并不是独一无二的,它们反映了围绕这些颠覆性技术的争论。虽然芒格等批评者强调谨慎和怀疑,但支持者仍主张人工智能的变革潜力以及加密货币带来的金融机会。</p></body></html>","source":"xnew_highlight","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>查理·芒格:AI“过度炒作”,比特币是“最愚蠢投资”</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n查理·芒格:AI“过度炒作”,比特币是“最愚蠢投资”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-09 18:27 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=123803&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特的得力搭档查理·芒格表示,人工智能的炒作“超出了应有的程度”,警告不要抱有不切实际的期望。他还称,比特币是最愚蠢的投资。查理·芒格,伯克希尔·哈撒韦公司的亿万富翁副主席、沃伦·巴菲特的搭档,最近重申了他对科技和金融行业最热门的两个话题的立场:人工智能(AI)和比特币。人工智能:“过度炒作”人工智能是华尔街的最新宠儿,今年已有数十亿美元投入该领域。然而,查理·芒格没有参与其中。在Zoom ...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=123803&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{"BRK.B":"伯克希尔B","CAN":"嘉楠科技","BRK.A":"伯克希尔","EBON":"亿邦国际"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=123803&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2374513533","content_text":"巴菲特的得力搭档查理·芒格表示,人工智能的炒作“超出了应有的程度”,警告不要抱有不切实际的期望。他还称,比特币是最愚蠢的投资。查理·芒格,伯克希尔·哈撒韦公司的亿万富翁副主席、沃伦·巴菲特的搭档,最近重申了他对科技和金融行业最热门的两个话题的立场:人工智能(AI)和比特币。人工智能:“过度炒作”人工智能是华尔街的最新宠儿,今年已有数十亿美元投入该领域。然而,查理·芒格没有参与其中。在Zoom Communications组织的Zoomtopia会议上,99岁的查理·芒格在讨论人工智能的现状时毫不拐弯抹角。他将其称为“过度炒作”,认为它受到的关注超过了应有的程度。虽然芒格承认人工智能具有不可否认的潜力,但他对其兑现承诺的可能性仍持怀疑态度。他此前曾在伯克希尔股东大会上表达过类似的疑虑,声称“传统智能”仍然站稳脚跟,警告不要对人工智能抱有不切实际的期望。早在今年2月,他就曾经指出,“关于这个话题有很多疯狂的炒作……但人工智能无法治愈癌症,它不会做我们想做的一切,而且里面也有很多谬论,所以我认为这是一件喜忧参半的事情。”他指出,人工智能其实已经存在相当长一段时间了——其根源可以追溯到20世纪50年代。巴菲特则将人工智能,尤其是生成式人工智能聊天机器人ChatGPT,贴上了“我不理解的东西”的标签,并质疑它是否会对社会产生有害影响。但是,他至少承认生成式人工智能是“一项令人难以置信的技术进步”。人工智能已经取得了长足的进步,OpenAI的ChatGPT等平台在短短几周内就获得了超过1亿的用户。微软和谷歌等科技巨头也在投入数十亿美元用于人工智能研发。然而,芒格的观点表明,人们对该技术的潜力存在意见分歧。比特币:“赌博代币”,终将“归零”查理·芒格的批评从人工智能延伸到了加密货币领域,比特币是他的主要打击目标。他毫不犹豫地明确表示:“别让我开始投资比特币——这是我见过的最愚蠢的投资。”他说,“大部分投资都将归零。”芒格对比特币的批评也不是什么新鲜事。多年来,他将比特币比作“老鼠药”,将其他加密货币比作有害感染。过去,他甚至敦促美国政府禁止比特币,将其定性为投机性赌博。芒格的亲密伙伴沃伦·巴菲特也表达了他的怀疑态度,将比特币称为“赌博代币”。去年的经济低迷导致数字货币市场一天之内蒸发了超过2000亿美元,一些专家预测,加密货币投资者毕生积蓄一夜化为乌有的现象可能会持续到2023年,甚至可能持续到2024年。虽然比特币已从去年的最低点有所回升,但以目前略低于28,000美元的价格计算,该数字代币仍远未回到近69,000美元的历史高点。查理·芒格对人工智能和比特币所表达的观点并不是独一无二的,它们反映了围绕这些颠覆性技术的争论。虽然芒格等批评者强调谨慎和怀疑,但支持者仍主张人工智能的变革潜力以及加密货币带来的金融机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218260841156824,"gmtCreate":1694320992570,"gmtModify":1694320993994,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"国内企业没有创新精神,只会复制","listText":"国内企业没有创新精神,只会复制","text":"国内企业没有创新精神,只会复制","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/218260841156824","repostId":"2366380740","repostType":4,"repost":{"id":"2366380740","pubTimestamp":1694304000,"share":"https://www.laohu8.com/m/news/2366380740?lang=&edition=full","pubTime":"2023-09-10 08:00","market":"hk","language":"zh","title":"曝有公司禁止员工购买理想汽车,一经发现立刻辞退","url":"https://stock-news.laohu8.com/highlight/detail?id=2366380740","media":"手机中国","summary":"目前,理想汽车官方暂未对此事进行回应。","content":"<html><head></head><body><p>作者:石张钰</p><p>有汽车博主发文表示,某公司禁止员工购买<a href=\"https://laohu8.com/S/LI\">理想汽车</a>。该博主同时晒出了某公司禁止员工购买理想汽车的公告。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fc22b29b56e3dc41b2805b967e8aadc\" title=\"\" tg-width=\"600\" tg-height=\"427\"/></p><p>可以看到,相关公告的信息显示,广州米客实业有限公司宣布:“今日起,禁止公司管理层购买理想汽车,或者通勤开理想汽车,根据《人力资源管理制度》第二章第一条行为准则第五点要求,如果发现以上行为,将予以辞退。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/646b9861377ed2718a6bed4aa7e5632d\" title=\"\" tg-width=\"597\" tg-height=\"360\"/></p><p>该公司表示,近期理想汽车恶意剽窃我司车尾帐篷专利,作为第一个提出电车露营概念的公司正在其最熟悉的行业遭受来自理想汽车的企业霸凌。例如前段时间的理想画质、理想贴膜事件。该公司声称,理想汽车只是一个剥夺别人理想的企业,作为被霸凌的一方我们不应该去支持它,特别是作为公司的核心人员。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b99241c247c2a49bd329f8c14230df5b\" title=\"\" tg-width=\"600\" tg-height=\"607\"/></p><p>目前,理想汽车官方、理想汽车法务部、理想汽车首席执行官李想等均暂未对此事进行回应。</p></body></html>","source":"sjzg","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>曝有公司禁止员工购买理想汽车,一经发现立刻辞退</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n曝有公司禁止员工购买理想汽车,一经发现立刻辞退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-10 08:00 北京时间 <a href=https://internet.cnmo.com/tech/759933.html><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:石张钰有汽车博主发文表示,某公司禁止员工购买理想汽车。该博主同时晒出了某公司禁止员工购买理想汽车的公告。可以看到,相关公告的信息显示,广州米客实业有限公司宣布:“今日起,禁止公司管理层购买理想汽车,或者通勤开理想汽车,根据《人力资源管理制度》第二章第一条行为准则第五点要求,如果发现以上行为,将予以辞退。”该公司表示,近期理想汽车恶意剽窃我司车尾帐篷专利,作为第一个提出电车露营概念的公司正在其...</p>\n\n<a href=\"https://internet.cnmo.com/tech/759933.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd15dcf80c98753aff14cd02469a6622","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"https://internet.cnmo.com/tech/759933.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2366380740","content_text":"作者:石张钰有汽车博主发文表示,某公司禁止员工购买理想汽车。该博主同时晒出了某公司禁止员工购买理想汽车的公告。可以看到,相关公告的信息显示,广州米客实业有限公司宣布:“今日起,禁止公司管理层购买理想汽车,或者通勤开理想汽车,根据《人力资源管理制度》第二章第一条行为准则第五点要求,如果发现以上行为,将予以辞退。”该公司表示,近期理想汽车恶意剽窃我司车尾帐篷专利,作为第一个提出电车露营概念的公司正在其最熟悉的行业遭受来自理想汽车的企业霸凌。例如前段时间的理想画质、理想贴膜事件。该公司声称,理想汽车只是一个剥夺别人理想的企业,作为被霸凌的一方我们不应该去支持它,特别是作为公司的核心人员。目前,理想汽车官方、理想汽车法务部、理想汽车首席执行官李想等均暂未对此事进行回应。","news_type":1},"isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"307941910291466","authorId":"307941910291466","name":"超级主力","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"瞧你说的,华为呢?","text":"瞧你说的,华为呢?","html":"瞧你说的,华为呢?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217436067004640,"gmtCreate":1694108882278,"gmtModify":1694108883696,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"空头最后的挣扎,做空破产是迟早的事","listText":"空头最后的挣扎,做空破产是迟早的事","text":"空头最后的挣扎,做空破产是迟早的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217436067004640","repostId":"2365863693","repostType":2,"repost":{"id":"2365863693","pubTimestamp":1694106861,"share":"https://www.laohu8.com/m/news/2365863693?lang=&edition=full","pubTime":"2023-09-08 01:14","market":"us","language":"en","title":"Tesla: Overvalued Car Company - Likely To Face Further Margin Deterioration","url":"https://stock-news.laohu8.com/highlight/detail?id=2365863693","media":"seekingalpha","summary":"In this article, I am going to discuss the margin situation around Tesla and take a closer look at its fundamentals to assess what is already priced in. In that context, is there even room for Tesla shares to soar further based on reason, or more preciously, on its fundamentals?","content":"<html><body><ul><li>Tesla, Inc.'s dwindling margins emphasize its identity as an automaker, refuting the claims of staunch supporters that it deserves a different valuation. Tesla begins to face the hurdles of traditional car companies, including supply chain disruptions, cyclical business patterns, and heightened competition.</li><li>Thorough examination, including both relative and fundamental valuations through an in-depth DCF, exposes Tesla's current share price as unsustainable. Even if we overlook the margin situation, it remains significantly overvalued.</li><li>Elon Musk's unpredictable actions and statements, particularly on social media, introduce an additional layer of risk. His disregard for shareholder concerns and potential political associations could impact the company's success.</li></ul><h2>Introduction</h2> <p>In 2023, <strong>Tesla, Inc.'s</strong> (<span>NASDAQ:TSLA</span>) stock, has been nothing short of a rollercoaster ride. With a staggering 130% year-to-date increase, it has outperformed the S&P 500's (SP500) modest 17% rise. Even more astonishing, Tesla's shares have soared from<span> a 52-week low of approximately $101 to over $250, propelling its market capitalization to a mind-boggling $800 billion. But as investors, we must now ponder: how much higher can Tesla ascend?</span></p> <p>In this article, I am going to discuss the margin situation around Tesla and take a closer look at its fundamentals to assess what is already priced in. In that context, is there even room for Tesla shares to soar further based on reason, or more preciously, on its fundamentals? I discuss why I put a \"SELL\" tag on Tesla shares at their current price levels.</p> <h2>Relative Valuation</h2> <p>At present, Tesla's<span> stock valuation has reached dizzying heights. Its forward price-earnings ratio has escalated to 70 times, a significant surge from the starting point of around 30 at the beginning of the year.</span></p> <p><figure><img height=\"4480px\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/9/7/saupload_be20fca31fefbb6ea67cdd717407dd3f.png\" width=\"6720px\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>Furthermore, Tesla's market value almost stands at a massive $800 billion, more than three times that of Toyota, the world's largest car manufacturer and far beyond every other existing automaker in the world.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/9/7/saupload_f4a212bbf8d43f25b0629136470d7754.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <h2>Recent Developments</h2> <p>In the second quarter of the year, Tesla showed no signs of slowing down, delivering a staggering 466,140 vehicles, marking an 83% year-over-year increase. This impressive figure not only exceeded analysts' predictions but also represented the company's most substantial delivery beat in nearly two years. Additionally, Tesla's global deliveries experienced an 83% surge in the second quarter, fueled in large part by aggressive price reductions and substantial discounts.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"158\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/9/7/53466657-16940970316568725.png\" width=\"640\"/></span><figcaption><p>TSLA - Q2/23 Vehicle Production & Deliveries (Tesla)</p></figcaption></figure></p> <p>Moreover, Tesla unveiled a promising partnership with General Motors (GM), allowing drivers to access 12,000 Tesla superchargers through an adapter beginning next year. This breakthrough comes after a similar collaboration with Ford Motor (F).</p> <p>While these developments appear encouraging, looming headwinds must not be overlooked.</p> <h2>Price Cuts and Margin Deterioration</h2> <p>Despite Tesla's sustained growth, the specter of lower margins in 2023 threatens to offset the profit gains from increasing deliveries. The only scenario in which this margin challenge seems justified is one in which Tesla captures a lion's share of the industry's profit, mirroring Apple's dominance in the mobile phone sector. However, fierce competitive battles in China, the world's most mature EV market, suggest that this path to dominance remains narrow.</p> <p>Tesla's price cuts have played a central role in Tesla being able to keep up with its growth ambitions. Nevertheless, they have also eroded the company's once-impressive profit margins, basically offsetting the additional top-line gain in terms of resulting net profits. Since Q2 2022, these margins have been on a steady decline, dipping below the 20% in 2023. The second quarter in 2023 saw Tesla report margins of merely 9.6%, primarily due to extensive price reductions across all models and markets.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/9/7/saupload_4252b1d64f0e1707431f66def9f0f847.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>Tesla attributes these discounts to lower demand in an uncertain economic climate, but I would also point to additional challenges, including supply chain disruptions and mounting competition. I argue that Tesla is beginning to align with the realities of its status as an automaker.</p> <h3>It's a Car Company</h3> <p>Tesla's status in the market has been an ongoing debate. While it is fundamentally an automaker, its valuation today places it more in the league of tech giants like Apple (AAPL), Nvidia (NVDA), and Microsoft (MSFT). However, the recent decline in margins underscores its factual automaker identity, in my opinion. Tesla's cars serve as just that-vehicles for transportation. Now, Tesla also faces typical automaker challenges, including cyclical fluctuations and competition from emerging players like Chinese powerhouse BYD Company (OTCPK:BYDDF).</p> <h2>Fundamental Valuation</h2> <p>To gain a deeper understanding of Tesla's valuation, let's delve into the company's financials using a Discounted Cash Flow (DCF) analysis, which assesses the stock's potential based on fundamental metrics.</p> <p>In 2022, Tesla reported total revenue of approximately $81 billion, boasting a robust 19% operating margin. This translated to an EBIT (Earnings Before Interest and Taxes) figure of approximately $15 billion.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"318\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/9/7/53466657-1694097646069444.png\" width=\"640\"/></span><figcaption><p>TSLA - My DCF at a glance (Author)</p></figcaption></figure></p> <p>It's worth noting that my calculation employs a non-GAAP approach, treating Research and Development (R&D) expenses not as operating costs but as investments amortized over a 5-year period. Consequently, this method results in a higher non-GAAP operating margin, while Tesla's actual operating margin at the end of 2022 stood at 17%.</p> <p>Within my DCF analysis, I compute Free Cash Flow to the Firm (FCFF) by deducting reinvestments from the EBIT figure, adjusted for taxes. These reinvestments are estimated using the sales capital ratio over a 10-year period and are based on a reinvestment rate during stable growth (g/ROC).</p> <p>Starting in 2023, I project a stable top line growth of 24%, which gradually decreases to approximately $420 billion in revenue by the fiscal year 2032. This revenue projection equates to a market share of roughly 33% within the global electric vehicle market, which is set to reach more than a $1 trillion in sales by 2032.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/9/7/53466657-16940980017397141.png\"/></span><figcaption><p>TSLA - DCF - Revenue (Author)</p></figcaption></figure></p> <p>This assumption is probably highly optimistic, given the expected competitive pressure from industry peers like BYD and other EV manufacturers. However, I intentionally employ optimistic assumptions for the sake of analysis, proving that even under optimism, there is just no rational room for Tesla shares to grow even higher.</p> <p>Regarding operating margins, as mentioned, I incorporate R&D adjustments, which typically contribute an additional 200-300 basis points (bps) to the margin. Overall, I essentially assume an optimistic scenario in which Tesla actually manages to recover and maintain its superior margins of the past. For FY 2023, I imply an operating margin of approximately 15%, including the R&D adjustments.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/9/7/53466657-16940980541547153.png\"/></span><figcaption><p>TSLA - DCF - EBIT (Author)</p></figcaption></figure></p> <p>However, it's worth noting that this estimate is likely to be significantly higher than the actual full-year operating margin, which is expected to be around 10%. This is evident from Tesla's reported operating margin of 9.6% at the end of Q2 2023, down from about 11.5% in Q1 2023.</p> <p>With these optimistic assumptions, along with a 3% implied terminal growth rate and an 8% discount rate, I arrive at a total Equity Value of approximately $580 billion. This considers the value of options or warrants for Tesla. To provide a clearer view of the equity value, after adjusting for these options or warrants, the fair price is estimated to be around $450 billion. This implies a fair share price of approximately $180, representing a downside of around 30% from Tesla's current stock price of approximately $250.</p> <p>It's important to emphasize that these assumptions are notably optimistic. Thus, it becomes evident that as of today, Tesla is significantly overvalued, and the numbers do not align with the company's current stock price.</p> <p>So, given these operational uncertainties and Tesla's current valuation, I have placed a \"sell\" rating on the stock. While Tesla's shares have historically demonstrated remarkable volatility and thus have frequently allowed attractive levels of entry - a buy high, sell low story -, the current valuation is lunacy, and buying the stock at its present valuation presents a significant risk.</p> <h2>Conclusion</h2> <p>In the whirlwind world of Tesla, where stock prices have soared to dizzying heights, it's essential to take a step back and assess the reality beneath the hype.</p> <p>While Tesla has undoubtedly made significant strides, achieving record-breaking delivery numbers and securing promising partnerships, there are storm clouds on the horizon. One of the most critical factors is the decline in Tesla's operating margins, a clear reminder that it is, at its core, an automaker facing the challenges of pricing pressures, supply chain disruptions, and increasing competition.</p> <p>The bulls may argue that Tesla deserves a valuation akin to a tech company, given its innovative approach and groundbreaking technologies. Still, the numbers speak a different language. Furthermore, the competitive landscape is evolving rapidly, with Chinese companies like BYD gaining ground and posing a substantial threat to Tesla's dominance.</p> <p>In my valuation analysis, even with optimistic assumptions about future growth and margins, it becomes evident that Tesla's current stock price is significantly overvalued. The numbers simply do not justify the exuberance surrounding the company's shares.</p> <p>I prefer investments that possess a favorable risk-reward ratio, which means that under very conservative assumptions, the valuation still points to significant upside. That is not the case for Tesla. Hence, I firmly recommend a \"SELL\" rating for Tesla, Inc. stock.</p> <p><figure><picture><img loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1270402341/image_1270402341.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1270402341/image_1270402341.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1270402341/image_1270402341.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1270402341/image_1270402341.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1270402341/image_1270402341.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1270402341/image_1270402341.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1270402341/image_1270402341.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1270402341/image_1270402341.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1270402341/image_1270402341.jpg?io=getty-c-w240 240w\"/></picture><figcaption><p>Maja Hitij</p></figcaption></figure></p> <div></div> <p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","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>Tesla: Overvalued Car Company - Likely To Face Further Margin Deterioration</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTesla: Overvalued Car Company - Likely To Face Further Margin Deterioration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-08 01:14 GMT+8 <a href=https://seekingalpha.com/article/4633735-tesla-overvalued-car-company-likely-to-face-further-margin-deterioration><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc.'s dwindling margins emphasize its identity as an automaker, refuting the claims of staunch supporters that it deserves a different valuation. Tesla begins to face the hurdles of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4633735-tesla-overvalued-car-company-likely-to-face-further-margin-deterioration\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1270402341/image_1270402341.jpg","relate_stocks":{"IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4567":"ESG概念","BK4507":"流媒体概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4571":"数字音乐概念","BK4555":"新能源车","LU0109392836.USD":"富兰克林科技股A","BK4576":"AR","F":"福特汽车","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4566":"资本集团","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","MSFT":"微软","BK4538":"云计算","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4559":"巴菲特持仓","LU0056508442.USD":"贝莱德世界科技基金A2","NVDA":"英伟达","BK4550":"红杉资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4551":"寇图资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4097":"系统软件","BK4561":"索罗斯持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","TSLA":"特斯拉","GM":"通用汽车","BK4099":"汽车制造商","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4529":"IDC概念","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BYDDF":"BYD Co., Ltd.","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2063271972.USD":"富兰克林创新领域基金","AAPL":"苹果","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4633735-tesla-overvalued-car-company-likely-to-face-further-margin-deterioration","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2365863693","content_text":"Tesla, Inc.'s dwindling margins emphasize its identity as an automaker, refuting the claims of staunch supporters that it deserves a different valuation. Tesla begins to face the hurdles of traditional car companies, including supply chain disruptions, cyclical business patterns, and heightened competition.Thorough examination, including both relative and fundamental valuations through an in-depth DCF, exposes Tesla's current share price as unsustainable. Even if we overlook the margin situation, it remains significantly overvalued.Elon Musk's unpredictable actions and statements, particularly on social media, introduce an additional layer of risk. His disregard for shareholder concerns and potential political associations could impact the company's success.Introduction In 2023, Tesla, Inc.'s (NASDAQ:TSLA) stock, has been nothing short of a rollercoaster ride. With a staggering 130% year-to-date increase, it has outperformed the S&P 500's (SP500) modest 17% rise. Even more astonishing, Tesla's shares have soared from a 52-week low of approximately $101 to over $250, propelling its market capitalization to a mind-boggling $800 billion. But as investors, we must now ponder: how much higher can Tesla ascend? In this article, I am going to discuss the margin situation around Tesla and take a closer look at its fundamentals to assess what is already priced in. In that context, is there even room for Tesla shares to soar further based on reason, or more preciously, on its fundamentals? I discuss why I put a \"SELL\" tag on Tesla shares at their current price levels. Relative Valuation At present, Tesla's stock valuation has reached dizzying heights. Its forward price-earnings ratio has escalated to 70 times, a significant surge from the starting point of around 30 at the beginning of the year. Data by YCharts Furthermore, Tesla's market value almost stands at a massive $800 billion, more than three times that of Toyota, the world's largest car manufacturer and far beyond every other existing automaker in the world. Data by YCharts Recent Developments In the second quarter of the year, Tesla showed no signs of slowing down, delivering a staggering 466,140 vehicles, marking an 83% year-over-year increase. This impressive figure not only exceeded analysts' predictions but also represented the company's most substantial delivery beat in nearly two years. Additionally, Tesla's global deliveries experienced an 83% surge in the second quarter, fueled in large part by aggressive price reductions and substantial discounts. TSLA - Q2/23 Vehicle Production & Deliveries (Tesla) Moreover, Tesla unveiled a promising partnership with General Motors (GM), allowing drivers to access 12,000 Tesla superchargers through an adapter beginning next year. This breakthrough comes after a similar collaboration with Ford Motor (F). While these developments appear encouraging, looming headwinds must not be overlooked. Price Cuts and Margin Deterioration Despite Tesla's sustained growth, the specter of lower margins in 2023 threatens to offset the profit gains from increasing deliveries. The only scenario in which this margin challenge seems justified is one in which Tesla captures a lion's share of the industry's profit, mirroring Apple's dominance in the mobile phone sector. However, fierce competitive battles in China, the world's most mature EV market, suggest that this path to dominance remains narrow. Tesla's price cuts have played a central role in Tesla being able to keep up with its growth ambitions. Nevertheless, they have also eroded the company's once-impressive profit margins, basically offsetting the additional top-line gain in terms of resulting net profits. Since Q2 2022, these margins have been on a steady decline, dipping below the 20% in 2023. The second quarter in 2023 saw Tesla report margins of merely 9.6%, primarily due to extensive price reductions across all models and markets. Data by YCharts Tesla attributes these discounts to lower demand in an uncertain economic climate, but I would also point to additional challenges, including supply chain disruptions and mounting competition. I argue that Tesla is beginning to align with the realities of its status as an automaker. It's a Car Company Tesla's status in the market has been an ongoing debate. While it is fundamentally an automaker, its valuation today places it more in the league of tech giants like Apple (AAPL), Nvidia (NVDA), and Microsoft (MSFT). However, the recent decline in margins underscores its factual automaker identity, in my opinion. Tesla's cars serve as just that-vehicles for transportation. Now, Tesla also faces typical automaker challenges, including cyclical fluctuations and competition from emerging players like Chinese powerhouse BYD Company (OTCPK:BYDDF). Fundamental Valuation To gain a deeper understanding of Tesla's valuation, let's delve into the company's financials using a Discounted Cash Flow (DCF) analysis, which assesses the stock's potential based on fundamental metrics. In 2022, Tesla reported total revenue of approximately $81 billion, boasting a robust 19% operating margin. This translated to an EBIT (Earnings Before Interest and Taxes) figure of approximately $15 billion. TSLA - My DCF at a glance (Author) It's worth noting that my calculation employs a non-GAAP approach, treating Research and Development (R&D) expenses not as operating costs but as investments amortized over a 5-year period. Consequently, this method results in a higher non-GAAP operating margin, while Tesla's actual operating margin at the end of 2022 stood at 17%. Within my DCF analysis, I compute Free Cash Flow to the Firm (FCFF) by deducting reinvestments from the EBIT figure, adjusted for taxes. These reinvestments are estimated using the sales capital ratio over a 10-year period and are based on a reinvestment rate during stable growth (g/ROC). Starting in 2023, I project a stable top line growth of 24%, which gradually decreases to approximately $420 billion in revenue by the fiscal year 2032. This revenue projection equates to a market share of roughly 33% within the global electric vehicle market, which is set to reach more than a $1 trillion in sales by 2032. TSLA - DCF - Revenue (Author) This assumption is probably highly optimistic, given the expected competitive pressure from industry peers like BYD and other EV manufacturers. However, I intentionally employ optimistic assumptions for the sake of analysis, proving that even under optimism, there is just no rational room for Tesla shares to grow even higher. Regarding operating margins, as mentioned, I incorporate R&D adjustments, which typically contribute an additional 200-300 basis points (bps) to the margin. Overall, I essentially assume an optimistic scenario in which Tesla actually manages to recover and maintain its superior margins of the past. For FY 2023, I imply an operating margin of approximately 15%, including the R&D adjustments. TSLA - DCF - EBIT (Author) However, it's worth noting that this estimate is likely to be significantly higher than the actual full-year operating margin, which is expected to be around 10%. This is evident from Tesla's reported operating margin of 9.6% at the end of Q2 2023, down from about 11.5% in Q1 2023. With these optimistic assumptions, along with a 3% implied terminal growth rate and an 8% discount rate, I arrive at a total Equity Value of approximately $580 billion. This considers the value of options or warrants for Tesla. To provide a clearer view of the equity value, after adjusting for these options or warrants, the fair price is estimated to be around $450 billion. This implies a fair share price of approximately $180, representing a downside of around 30% from Tesla's current stock price of approximately $250. It's important to emphasize that these assumptions are notably optimistic. Thus, it becomes evident that as of today, Tesla is significantly overvalued, and the numbers do not align with the company's current stock price. So, given these operational uncertainties and Tesla's current valuation, I have placed a \"sell\" rating on the stock. While Tesla's shares have historically demonstrated remarkable volatility and thus have frequently allowed attractive levels of entry - a buy high, sell low story -, the current valuation is lunacy, and buying the stock at its present valuation presents a significant risk. Conclusion In the whirlwind world of Tesla, where stock prices have soared to dizzying heights, it's essential to take a step back and assess the reality beneath the hype. While Tesla has undoubtedly made significant strides, achieving record-breaking delivery numbers and securing promising partnerships, there are storm clouds on the horizon. One of the most critical factors is the decline in Tesla's operating margins, a clear reminder that it is, at its core, an automaker facing the challenges of pricing pressures, supply chain disruptions, and increasing competition. The bulls may argue that Tesla deserves a valuation akin to a tech company, given its innovative approach and groundbreaking technologies. Still, the numbers speak a different language. Furthermore, the competitive landscape is evolving rapidly, with Chinese companies like BYD gaining ground and posing a substantial threat to Tesla's dominance. In my valuation analysis, even with optimistic assumptions about future growth and margins, it becomes evident that Tesla's current stock price is significantly overvalued. The numbers simply do not justify the exuberance surrounding the company's shares. I prefer investments that possess a favorable risk-reward ratio, which means that under very conservative assumptions, the valuation still points to significant upside. That is not the case for Tesla. Hence, I firmly recommend a \"SELL\" rating for Tesla, Inc. stock. Maja Hitij Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628689413,"gmtCreate":1673166773732,"gmtModify":1673166775565,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"不赚钱最后都要关门倒闭","listText":"不赚钱最后都要关门倒闭","text":"不赚钱最后都要关门倒闭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628689413","repostId":"2301681752","repostType":4,"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620421202,"gmtCreate":1669911875107,"gmtModify":1669911876665,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620421202","repostId":"2287666623","repostType":2,"repost":{"id":"2287666623","pubTimestamp":1669761000,"share":"https://www.laohu8.com/m/news/2287666623?lang=&edition=full","pubTime":"2022-11-30 06:30","market":"us","language":"en","title":"3 Reasons to Be Bearish on Shopify Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2287666623","media":"Motley Fool","summary":"Can Shopify maneuver its way out of all these headwinds?","content":"<html><body><div><p><span>Today's video focuses on </span><strong><span>Shopify </span></strong><span><span>(SHOP<span> -2.31%</span>)</span> and understanding some bearish points shrouding this company. While Shopify has numerous growth opportunities, investors should take time to understand some risks. Check out the short video to learn more, consider subscribing, and click the special offer link below.</span></p><p><em>*Stock prices used were the market prices of Nov. 29, 2022. The video was published on Nov. 29, 2022.</em></p><div></div></div></body></html>","source":"fool_stock","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>3 Reasons to Be Bearish on Shopify Stock</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n3 Reasons to Be Bearish on Shopify Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 06:30 GMT+8 <a href=https://www.fool.com/investing/2022/11/30/3-reasons-to-be-bearish-on-shopify-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today's video focuses on Shopify (SHOP -2.31%) and understanding some bearish points shrouding this company. While Shopify has numerous growth opportunities, investors should take time to understand ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/30/3-reasons-to-be-bearish-on-shopify-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F711123%2Fjose-najarro-2022-11-29t161514363.png&op=resize&w=165&h=104","relate_stocks":{"BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4566":"资本集团","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","SHOP":"Shopify Inc","BK4551":"寇图资本持仓","BK4524":"宅经济概念"},"source_url":"https://www.fool.com/investing/2022/11/30/3-reasons-to-be-bearish-on-shopify-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287666623","content_text":"Today's video focuses on Shopify (SHOP -2.31%) and understanding some bearish points shrouding this company. While Shopify has numerous growth opportunities, investors should take time to understand some risks. Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of Nov. 29, 2022. The video was published on Nov. 29, 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617130146,"gmtCreate":1654095343090,"gmtModify":1704858827745,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a>黄金坑","listText":"<a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a>黄金坑","text":"$Shopify Inc(SHOP)$黄金坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617130146","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614542994,"gmtCreate":1653663553720,"gmtModify":1704857913443,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIGC\">$BigCommerce Holdings(BIGC)$</a>坚决做多,10几亿的总市值,电商大黑马","listText":"<a href=\"https://laohu8.com/S/BIGC\">$BigCommerce Holdings(BIGC)$</a>坚决做多,10几亿的总市值,电商大黑马","text":"$BigCommerce Holdings(BIGC)$坚决做多,10几亿的总市值,电商大黑马","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614542994","isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618927408,"gmtCreate":1650825312037,"gmtModify":1650852054005,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"马后炮,早干嘛去了","listText":"马后炮,早干嘛去了","text":"马后炮,早干嘛去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618927408","repostId":"1197710716","repostType":4,"repost":{"id":"1197710716","pubTimestamp":1650795330,"share":"https://www.laohu8.com/m/news/1197710716?lang=&edition=full","pubTime":"2022-04-24 18:15","market":"us","language":"zh","title":"难逃脱订阅用户流失“危机”,奈飞的护城河在动摇?","url":"https://stock-news.laohu8.com/highlight/detail?id=1197710716","media":"华尔街大事件","summary":"摘要:Netflix商业模式的弱点是不可否认的,正如我们多年来一直指出的那样。激烈的竞争正在夺取市场份额,限制了定价权,并清楚地表明,Netflix无法产生任何接近当前股价所暗示的增长和利润。我们预计","content":"<html><head></head><body><p><b>摘要:</b>Netflix商业模式的弱点是不可否认的,正如我们多年来一直指出的那样。激烈的竞争正在夺取市场份额,限制了定价权,并清楚地表明,Netflix无法产生任何接近当前股价所暗示的增长和利润。我们预计订户萎缩可能会成为未来的常态,因为竞争正在蚕食可观的市场份额,而Netflix持续提价显然没有得到人们的欢迎。</p><p>随着22年第一季度的订户流失,以及22年第二季度订户数量将进一步恶化,Netflix商业模式的弱点是不可否认的,正如我们多年来一直指出的那样。尽管该股较52周高点下跌了67%,较我们在2021年4月的报告下跌了56%,较我们在2022年1月的报告下跌了39%,但我们认为该股还有更多的下行空间。</p><p>激烈的竞争正在夺取市场份额,限制了定价权,并清楚地表明,Netflix无法产生任何接近当前股价所暗示的增长和利润。</p><p><b>01</b></p><p><b>10年来首次用户流失不足为奇</b></p><p>Netflix在22年第一季度流失了20万订户,远低于此前预计的250万订户,这是该公司10年来首次流失订户。更令人担忧的是,管理层预计22年第二季度新增用户200万。</p><p>正如我们在2022年1月的报告中所指出的那样,我们预计订户萎缩可能会成为未来的常态,因为竞争正在占据大量市场份额,而Netflix持续的价格上涨显然在这样一个竞争激烈的市场中不受欢迎。</p><p>我们预计Netflix的市场份额将继续下滑,因为越来越多的竞争对手在支持自己的产品,而迪士尼(Disney)、亚马逊(Amazon)和苹果(Apple)等财力雄厚的同行将继续大举投资流媒体。</p><p><b>02</b></p><p><b>竞争压力多年来一直在削弱用户增长</b></p><p>虽然Netflix计划“相对于前几年”继续增加其内容支出,但目前还不清楚这是否是促进订户增长的制胜策略。从图1可以看出,在截至22年第一季度的12个月里,Netflix的用户增长率从2014年的31%下降到了7%。</p><p>根据Netflix的指导意见,截止到22年第二季度,Netflix的订户仅同比增长5%。</p><p>图1:2014年以来用户年增长率</p><p><img src=\"https://static.tigerbbs.com/a744c7e3d851d276dc7b5fa81f8c546e\" tg-width=\"630\" tg-height=\"262\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图源来自NFLX Subscriber Growth YoY Since 2014 (New Constructs, LLC)</p><p><b>03</b></p><p><b>收入增长遵循类似的路径</b></p><p>在22年第一季度的收益发布会上,Netflix承认“高家庭渗透率,加上竞争,正在造成收入增长的逆风。”此外,管理层指出,“直到最近,COVID对流媒体的巨大推动才使这一前景变得模糊。”然而,收入增长放缓并不是什么新鲜事。</p><p>事实上,Netflix的收入增长已经从2014年的26%下降到截至22年第一季度的15%。管理层的指导意味着收入增长进一步下降,截至22年第二季度,同比仅为13%。</p><p>图2:2014年以来的年营收增长率</p><p><img src=\"https://static.tigerbbs.com/75dfe28916123cb3f18d1a60fe68c26e\" tg-width=\"630\" tg-height=\"261\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图源来自NFLX Revenue Growth YoY Since 2014 (New Constructs, LLC)</p><p><b>04</b></p><p><b>广告拯救世界?</b></p><p><b>或者只是更糟糕的用户体验</b></p><p>Netflix,尤其是联合创始人兼联合首席执行官里德•哈斯廷斯,长期以来一直反对靠广告支撑的Netflix。然而,在订户错过和软弱的指导后,这种立场可能会改变。在第22季度财报电话会议上,黑斯廷斯指出,广告支持计划将在未来几年逐步推出,同时强调消费者仍然可以选择无广告的服务。</p><p>虽然广告支持的服务可能有助于业务的收入增长,但消费者基本上不喜欢广告支持的流媒体平台。Morning Consult在2021年10月对美国成年人进行的一项调查发现:</p><p>44%的人认为流媒体服务上的广告太多了</p><p>64%的人认为定向广告具有侵入性</p><p>69%的人认为流媒体广告具有重复性</p><p>79%的人对这种经历感到困扰</p><p>时间会证明消费者是否会涌向由广告支持的Netflix,但数据显示,这将立即造成更糟糕的体验。</p><p><b>05</b></p><p><b>收入和用户增长不是唯一的问题</b></p><p>Netflix面临一系列挑战,要把烧钱的业务变成赚钱的业务,并证明其股价的预期是合理的。下面,我们将对这些挑战进行简要总结。你可以在我们2022年1月的报道中了解更多细节。</p><p><b>Netflix的先发优势不复存在</b></p><p>流媒体市场目前至少有15家服务公司,用户超过1000万,其中许多竞争对手,如迪士尼、亚马逊、YouTube、苹果、派拉蒙(Paramount)和HBO Max,至少有以下两大关键优势之一:</p><p>补贴低成本流媒体服务的盈利业务</p><p>一个由公司拥有,而不是从别人那里获得许可的内容目录</p><p><b>有这么多低成本的替代品,很难涨价</b></p><p>我们之前低估了Netflix的提价能力,但现在市场上竞争激烈,我们的论点正如期而至。Netflix对22季度订户亏损的预测表明,在有这么多低价替代品的情况下,最近的提价可能已经达到了消费者愿意支付的上限。从图3可以看出,Netflix现在的收费比其他主流流媒体服务都要高。作为参考,我们使用了Netflix的“Standard”计划以及图3中竞争对手的等效包。</p><p>图3:美国流媒体服务月收费</p><p><img src=\"https://static.tigerbbs.com/9371ba8fd175ba77efe814ed7c69d445\" tg-width=\"630\" tg-height=\"261\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图源来自Netflix Price Vs Competition (New Constructs, LLC)</p><p><b>06</b></p><p><b>不能有增长和现金流</b></p><p>在2020年实现了积极的FCF后,Netflix回到了烧钱的方式,并在2021年产生了28亿美元的FCF。自2014年以来,Netflix已经消耗了166亿美元的自由现金流。见图4。</p><p>图4:Netflix自2014年以来的累计自由现金流</p><p><img src=\"https://static.tigerbbs.com/07b084731720e31edfb4cd147e572dd6\" tg-width=\"554\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图源来自Netflix Cash Burn Since 2014 (New Constructs, LLC)</p><p>考虑到Netflix只有一个收入来源——订阅费,而迪士尼等竞争对手则通过主题公园、商品、游轮等渠道从内容中赚钱,Netflix的现金消耗可能还会继续。苹果(Apple)和康卡斯特/NBC环球(Comcast/NBC Universal)等竞争对手从其他业务中获得现金流,这些业务可以为内容制作提供资金,并降低流媒体服务的利润率。</p><p><b>07</b></p><p><b>巨大的危险信号:尽管内容支出上升,但用户增长下降</b></p><p>Netflix的自由现金流自2010年以来首次在2020年为正。但积极的FCF几乎完全来自于Netflix在COVID-19大流行期间削减内容支出。Netflix无法产生积极的自由现金流并增加内容支出。</p><p>过去,我们发现内容支出与订阅者增长之间存在密切关系。所以,花这笔钱似乎是值得的。截至昨天发布的财报,我们看到这种关系被打破了。</p><p>如图5所示,即使在2021年内容支出显著增加并超过TTM之后,Netflix的订户增长仍在同比下降。考虑到流媒体业务竞争激烈、内容驱动的本质,用户增长不足是一个巨大的危险信号。在内容上投入数十亿美元不足以抵御竞争,而且即使在内容上投入巨资,新用户也不会出现。</p><p>图5:用户增长和内容支出的变化:2014年</p><p><img src=\"https://static.tigerbbs.com/3045170293c72225e22ef8f55f20041f\" tg-width=\"554\" tg-height=\"229\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图源来自Netflix Subscriber Growth YoY vs Content Spend YoY Change Since 2014 (New Constructs, LLC)</p><p><b>直播内容的缺乏限制了用户的增长</b></p><p>Netflix历来不涉足体育直播领域,这一立场似乎不太可能改变。联合首席执行官里德·黑斯廷斯表示,Netflix将在2021年年中要求体育联盟不提供的排他性,以“为我们的客户提供一笔安全的交易”。对于那些需要将直播内容作为流媒体需求一部分的消费者来说,Netflix要么是不可选的,要么必须购买它作为竞争对手的补充服务。</p><p>与此同时,迪士尼、亚马逊、哥伦比亚广播公司、全国广播公司和福克斯(它们都有自己的流媒体平台)正在确保越来越多的直播内容的播放权,尤其是NFL和NHL,这让它们获得了Netflix无法匹敌的非常受欢迎的内容。最近,苹果开始播放《周五棒球夜》,据报道,苹果即将与美国橄榄球联盟(NFL)达成协议,这只会加强直播服务。</p><p><b>Netflix目前的估值意味着用户数量将翻倍</b></p><p>我们使用反向折现现金流模型发现,考虑到上述竞争挑战和用户增长进一步放缓的指导,对Netflix未来现金流的预期看起来过于乐观。要证明Netflix目前220美元/股的股价是合理的,该公司必须:</p><p>维持其5年平均NOPAT利润率12%[1]及</p><p>到2027年,收入每年以13%的复利增长,假设在2022-2023年,收入按普遍估计增长,此后每年增长12%(相当于2022年的收入估计)</p><p>在这种情况下,Netflix到2027年的隐含收入为595亿美元,是福克斯公司(Fox Corp) TTM收入的44倍,派拉蒙环球影业(Paramount Global) TTM收入的2.1倍,是派拉蒙环球影业和华纳兄弟探索频道(Warner Bros. Discovery) TTM收入之和的1.5倍,是迪士尼TTM收入的82%。</p><p>要产生这种水平的收入,并达到其股价所暗示的预期,Netflix需要:</p><p>3.35亿用户,平均每月14.78美元</p><p>4.24亿用户,平均每月11.67美元</p><p>14.78美元是美国和加拿大在第22季度每位会员的平均月收入。然而,Netflix的订户增长主要来自国际市场,而国际市场的人均订户收入要低得多。总体(美国和国际)平均每个用户的月收入在2021年为11.67美元。按照这个价格,Netflix需要将其用户基础翻倍至4.24亿以上,才能证明其股价是合理的。</p><p>在这种情况下,Netflix暗示2027年的NOPAT为71亿美元,是福克斯公司2019年NOPAT的3.6倍,派拉蒙全球公司2019年NOPAT的1.9倍,派拉蒙全球公司和华纳兄弟发现公司2019年NOPAT总和的1.1倍,以及迪士尼2019年NOPAT的67%。</p><p>图6比较了Netflix在2027年的隐含NOPAT和其他内容生产公司2019年的NOPAT[2]。</p><p>图6:Netflix 2019年的NOPAT和隐含的2027年NOPAT与内容生产商的对比</p><p><img src=\"https://static.tigerbbs.com/69fe0d5eba20df43c6ab829771bb20ee\" tg-width=\"554\" tg-height=\"265\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图源来自NFLX DCF Implied NOPAT vs Peers (New Constructs, LLC)</p><p><b>如果利润率降至流媒体历史平均水平,将有近50%的损失</b></p><p>如果由于竞争压力,Netflix的利润率进一步下降,在内容创作和/或用户获取方面的支出增加,负面影响会更大。具体来说,如果我们假设:</p><p>Netflix的NOPAT利润率跌至9%(与2014年以来的平均水平持平)</p><p>到2027年,Netflix的营收以每年10%的复合速度增长(相当于管理层指导的22年第二季度营收年增长率)</p><p>该股目前仅值121美元/股,下跌了45%。在这种情况下,Netflix在2027年的收入将是513亿美元,这意味着Netflix有2.89亿用户(按目前美国和加拿大的平均月租金计算),或3.67亿用户(按平均每个用户每月11.67美元计算)。作为参考,Netflix在第22季度末拥有2.22亿用户。</p><p>在这种情况下,Netflix 513亿美元的隐含收入是福克斯公司(Fox Corp.) TTM收入的3.8倍,是派拉蒙环球影业(Paramount Global) TTM收入的1.8倍,是派拉蒙环球影业和华纳兄弟探索频道(Warner Bros. Discovery) TTM收入总和的1.3倍,是迪士尼TTM收入的70%。</p><p>Netflix暗示,在这种情况下,NOPAT将是福克斯公司2019年NOPAT的2.3倍,派拉蒙全球公司2019年NOPAT的1.2倍,派拉蒙全球公司和华纳兄弟探索频道2019年NOPAT之和的70%,以及迪士尼2019年NOPAT的43%。</p><p>图7比较了该公司在上述情况下的历史收入和隐含NOPAT,以说明对Netflix股价的预期。作为参考,我们还包括派拉蒙全球公司和华纳兄弟公司的《发现》。</p><p>图7:Netflix的历史NOPAT vs. DCF隐含NOPAT</p><p><img src=\"https://static.tigerbbs.com/89537b59fe227b8a13e6aee2d4edeee6\" tg-width=\"554\" tg-height=\"250\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图源来自NFLX DCF Implied NOPAT (New Constructs, LLC)</p><p><b>08</b></p><p><b>也许过于乐观</b></p><p>上述情景假设,根据我们的DCF模型,Netflix每年的投资资本变化为营收的14%(2021年上半年)。举例来说,自2014年以来,Netflix的投资资本以每年40%的复利速度增长,投资资本的变化占营收的平均比例为26%。</p><p>在上述预测中,更有可能的情况是,支出需要高得多才能实现增长,但我们使用这种较低的假设来强调这只股票估值的风险。</p><p>本文最初发表于2022年4月20日。</p><p>披露:大卫·特瑞纳、凯尔·古斯克二世和马特·舒勒写任何特定的股票、风格或主题都不会得到任何报酬。</p><p>假设随着成本从流行病低点上升,NOPAT利润率下降到接近历史利润率。例如,Netflix预计2022年的营业利润率将从2021年的21%下降到19% -20%。</p><p>考虑2020年和2021年全球经济以及这些同行的其他业务部门受到的影响,我们在本次分析中使用2019年NOPAT来分析每家公司在covid -19之前的盈利能力。</p></body></html>","source":"lsy1643368503284","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>难逃脱订阅用户流失“危机”,奈飞的护城河在动摇?</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n难逃脱订阅用户流失“危机”,奈飞的护城河在动摇?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-24 18:15 北京时间 <a href=https://mp.weixin.qq.com/s/beeANCLFuLYXxgoUkGE9xA><strong>华尔街大事件</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:Netflix商业模式的弱点是不可否认的,正如我们多年来一直指出的那样。激烈的竞争正在夺取市场份额,限制了定价权,并清楚地表明,Netflix无法产生任何接近当前股价所暗示的增长和利润。我们预计订户萎缩可能会成为未来的常态,因为竞争正在蚕食可观的市场份额,而Netflix持续提价显然没有得到人们的欢迎。随着22年第一季度的订户流失,以及22年第二季度订户数量将进一步恶化,Netflix...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/beeANCLFuLYXxgoUkGE9xA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70f0bcbc468735eba14ec5492221ab48","relate_stocks":{"BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","NFLX":"奈飞"},"source_url":"https://mp.weixin.qq.com/s/beeANCLFuLYXxgoUkGE9xA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197710716","content_text":"摘要:Netflix商业模式的弱点是不可否认的,正如我们多年来一直指出的那样。激烈的竞争正在夺取市场份额,限制了定价权,并清楚地表明,Netflix无法产生任何接近当前股价所暗示的增长和利润。我们预计订户萎缩可能会成为未来的常态,因为竞争正在蚕食可观的市场份额,而Netflix持续提价显然没有得到人们的欢迎。随着22年第一季度的订户流失,以及22年第二季度订户数量将进一步恶化,Netflix商业模式的弱点是不可否认的,正如我们多年来一直指出的那样。尽管该股较52周高点下跌了67%,较我们在2021年4月的报告下跌了56%,较我们在2022年1月的报告下跌了39%,但我们认为该股还有更多的下行空间。激烈的竞争正在夺取市场份额,限制了定价权,并清楚地表明,Netflix无法产生任何接近当前股价所暗示的增长和利润。0110年来首次用户流失不足为奇Netflix在22年第一季度流失了20万订户,远低于此前预计的250万订户,这是该公司10年来首次流失订户。更令人担忧的是,管理层预计22年第二季度新增用户200万。正如我们在2022年1月的报告中所指出的那样,我们预计订户萎缩可能会成为未来的常态,因为竞争正在占据大量市场份额,而Netflix持续的价格上涨显然在这样一个竞争激烈的市场中不受欢迎。我们预计Netflix的市场份额将继续下滑,因为越来越多的竞争对手在支持自己的产品,而迪士尼(Disney)、亚马逊(Amazon)和苹果(Apple)等财力雄厚的同行将继续大举投资流媒体。02竞争压力多年来一直在削弱用户增长虽然Netflix计划“相对于前几年”继续增加其内容支出,但目前还不清楚这是否是促进订户增长的制胜策略。从图1可以看出,在截至22年第一季度的12个月里,Netflix的用户增长率从2014年的31%下降到了7%。根据Netflix的指导意见,截止到22年第二季度,Netflix的订户仅同比增长5%。图1:2014年以来用户年增长率图源来自NFLX Subscriber Growth YoY Since 2014 (New Constructs, LLC)03收入增长遵循类似的路径在22年第一季度的收益发布会上,Netflix承认“高家庭渗透率,加上竞争,正在造成收入增长的逆风。”此外,管理层指出,“直到最近,COVID对流媒体的巨大推动才使这一前景变得模糊。”然而,收入增长放缓并不是什么新鲜事。事实上,Netflix的收入增长已经从2014年的26%下降到截至22年第一季度的15%。管理层的指导意味着收入增长进一步下降,截至22年第二季度,同比仅为13%。图2:2014年以来的年营收增长率图源来自NFLX Revenue Growth YoY Since 2014 (New Constructs, LLC)04广告拯救世界?或者只是更糟糕的用户体验Netflix,尤其是联合创始人兼联合首席执行官里德•哈斯廷斯,长期以来一直反对靠广告支撑的Netflix。然而,在订户错过和软弱的指导后,这种立场可能会改变。在第22季度财报电话会议上,黑斯廷斯指出,广告支持计划将在未来几年逐步推出,同时强调消费者仍然可以选择无广告的服务。虽然广告支持的服务可能有助于业务的收入增长,但消费者基本上不喜欢广告支持的流媒体平台。Morning Consult在2021年10月对美国成年人进行的一项调查发现:44%的人认为流媒体服务上的广告太多了64%的人认为定向广告具有侵入性69%的人认为流媒体广告具有重复性79%的人对这种经历感到困扰时间会证明消费者是否会涌向由广告支持的Netflix,但数据显示,这将立即造成更糟糕的体验。05收入和用户增长不是唯一的问题Netflix面临一系列挑战,要把烧钱的业务变成赚钱的业务,并证明其股价的预期是合理的。下面,我们将对这些挑战进行简要总结。你可以在我们2022年1月的报道中了解更多细节。Netflix的先发优势不复存在流媒体市场目前至少有15家服务公司,用户超过1000万,其中许多竞争对手,如迪士尼、亚马逊、YouTube、苹果、派拉蒙(Paramount)和HBO Max,至少有以下两大关键优势之一:补贴低成本流媒体服务的盈利业务一个由公司拥有,而不是从别人那里获得许可的内容目录有这么多低成本的替代品,很难涨价我们之前低估了Netflix的提价能力,但现在市场上竞争激烈,我们的论点正如期而至。Netflix对22季度订户亏损的预测表明,在有这么多低价替代品的情况下,最近的提价可能已经达到了消费者愿意支付的上限。从图3可以看出,Netflix现在的收费比其他主流流媒体服务都要高。作为参考,我们使用了Netflix的“Standard”计划以及图3中竞争对手的等效包。图3:美国流媒体服务月收费图源来自Netflix Price Vs Competition (New Constructs, LLC)06不能有增长和现金流在2020年实现了积极的FCF后,Netflix回到了烧钱的方式,并在2021年产生了28亿美元的FCF。自2014年以来,Netflix已经消耗了166亿美元的自由现金流。见图4。图4:Netflix自2014年以来的累计自由现金流图源来自Netflix Cash Burn Since 2014 (New Constructs, LLC)考虑到Netflix只有一个收入来源——订阅费,而迪士尼等竞争对手则通过主题公园、商品、游轮等渠道从内容中赚钱,Netflix的现金消耗可能还会继续。苹果(Apple)和康卡斯特/NBC环球(Comcast/NBC Universal)等竞争对手从其他业务中获得现金流,这些业务可以为内容制作提供资金,并降低流媒体服务的利润率。07巨大的危险信号:尽管内容支出上升,但用户增长下降Netflix的自由现金流自2010年以来首次在2020年为正。但积极的FCF几乎完全来自于Netflix在COVID-19大流行期间削减内容支出。Netflix无法产生积极的自由现金流并增加内容支出。过去,我们发现内容支出与订阅者增长之间存在密切关系。所以,花这笔钱似乎是值得的。截至昨天发布的财报,我们看到这种关系被打破了。如图5所示,即使在2021年内容支出显著增加并超过TTM之后,Netflix的订户增长仍在同比下降。考虑到流媒体业务竞争激烈、内容驱动的本质,用户增长不足是一个巨大的危险信号。在内容上投入数十亿美元不足以抵御竞争,而且即使在内容上投入巨资,新用户也不会出现。图5:用户增长和内容支出的变化:2014年图源来自Netflix Subscriber Growth YoY vs Content Spend YoY Change Since 2014 (New Constructs, LLC)直播内容的缺乏限制了用户的增长Netflix历来不涉足体育直播领域,这一立场似乎不太可能改变。联合首席执行官里德·黑斯廷斯表示,Netflix将在2021年年中要求体育联盟不提供的排他性,以“为我们的客户提供一笔安全的交易”。对于那些需要将直播内容作为流媒体需求一部分的消费者来说,Netflix要么是不可选的,要么必须购买它作为竞争对手的补充服务。与此同时,迪士尼、亚马逊、哥伦比亚广播公司、全国广播公司和福克斯(它们都有自己的流媒体平台)正在确保越来越多的直播内容的播放权,尤其是NFL和NHL,这让它们获得了Netflix无法匹敌的非常受欢迎的内容。最近,苹果开始播放《周五棒球夜》,据报道,苹果即将与美国橄榄球联盟(NFL)达成协议,这只会加强直播服务。Netflix目前的估值意味着用户数量将翻倍我们使用反向折现现金流模型发现,考虑到上述竞争挑战和用户增长进一步放缓的指导,对Netflix未来现金流的预期看起来过于乐观。要证明Netflix目前220美元/股的股价是合理的,该公司必须:维持其5年平均NOPAT利润率12%[1]及到2027年,收入每年以13%的复利增长,假设在2022-2023年,收入按普遍估计增长,此后每年增长12%(相当于2022年的收入估计)在这种情况下,Netflix到2027年的隐含收入为595亿美元,是福克斯公司(Fox Corp) TTM收入的44倍,派拉蒙环球影业(Paramount Global) TTM收入的2.1倍,是派拉蒙环球影业和华纳兄弟探索频道(Warner Bros. Discovery) TTM收入之和的1.5倍,是迪士尼TTM收入的82%。要产生这种水平的收入,并达到其股价所暗示的预期,Netflix需要:3.35亿用户,平均每月14.78美元4.24亿用户,平均每月11.67美元14.78美元是美国和加拿大在第22季度每位会员的平均月收入。然而,Netflix的订户增长主要来自国际市场,而国际市场的人均订户收入要低得多。总体(美国和国际)平均每个用户的月收入在2021年为11.67美元。按照这个价格,Netflix需要将其用户基础翻倍至4.24亿以上,才能证明其股价是合理的。在这种情况下,Netflix暗示2027年的NOPAT为71亿美元,是福克斯公司2019年NOPAT的3.6倍,派拉蒙全球公司2019年NOPAT的1.9倍,派拉蒙全球公司和华纳兄弟发现公司2019年NOPAT总和的1.1倍,以及迪士尼2019年NOPAT的67%。图6比较了Netflix在2027年的隐含NOPAT和其他内容生产公司2019年的NOPAT[2]。图6:Netflix 2019年的NOPAT和隐含的2027年NOPAT与内容生产商的对比图源来自NFLX DCF Implied NOPAT vs Peers (New Constructs, LLC)如果利润率降至流媒体历史平均水平,将有近50%的损失如果由于竞争压力,Netflix的利润率进一步下降,在内容创作和/或用户获取方面的支出增加,负面影响会更大。具体来说,如果我们假设:Netflix的NOPAT利润率跌至9%(与2014年以来的平均水平持平)到2027年,Netflix的营收以每年10%的复合速度增长(相当于管理层指导的22年第二季度营收年增长率)该股目前仅值121美元/股,下跌了45%。在这种情况下,Netflix在2027年的收入将是513亿美元,这意味着Netflix有2.89亿用户(按目前美国和加拿大的平均月租金计算),或3.67亿用户(按平均每个用户每月11.67美元计算)。作为参考,Netflix在第22季度末拥有2.22亿用户。在这种情况下,Netflix 513亿美元的隐含收入是福克斯公司(Fox Corp.) TTM收入的3.8倍,是派拉蒙环球影业(Paramount Global) TTM收入的1.8倍,是派拉蒙环球影业和华纳兄弟探索频道(Warner Bros. Discovery) TTM收入总和的1.3倍,是迪士尼TTM收入的70%。Netflix暗示,在这种情况下,NOPAT将是福克斯公司2019年NOPAT的2.3倍,派拉蒙全球公司2019年NOPAT的1.2倍,派拉蒙全球公司和华纳兄弟探索频道2019年NOPAT之和的70%,以及迪士尼2019年NOPAT的43%。图7比较了该公司在上述情况下的历史收入和隐含NOPAT,以说明对Netflix股价的预期。作为参考,我们还包括派拉蒙全球公司和华纳兄弟公司的《发现》。图7:Netflix的历史NOPAT vs. DCF隐含NOPAT图源来自NFLX DCF Implied NOPAT (New Constructs, LLC)08也许过于乐观上述情景假设,根据我们的DCF模型,Netflix每年的投资资本变化为营收的14%(2021年上半年)。举例来说,自2014年以来,Netflix的投资资本以每年40%的复利速度增长,投资资本的变化占营收的平均比例为26%。在上述预测中,更有可能的情况是,支出需要高得多才能实现增长,但我们使用这种较低的假设来强调这只股票估值的风险。本文最初发表于2022年4月20日。披露:大卫·特瑞纳、凯尔·古斯克二世和马特·舒勒写任何特定的股票、风格或主题都不会得到任何报酬。假设随着成本从流行病低点上升,NOPAT利润率下降到接近历史利润率。例如,Netflix预计2022年的营业利润率将从2021年的21%下降到19% -20%。考虑2020年和2021年全球经济以及这些同行的其他业务部门受到的影响,我们在本次分析中使用2019年NOPAT来分析每家公司在covid -19之前的盈利能力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632084122,"gmtCreate":1646145703095,"gmtModify":1646145703095,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIGC\">$BigCommerce Holdings(BIGC)$</a>继续空","listText":"<a href=\"https://laohu8.com/S/BIGC\">$BigCommerce Holdings(BIGC)$</a>继续空","text":"$BigCommerce Holdings(BIGC)$继续空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632084122","isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638189722,"gmtCreate":1645121939358,"gmtModify":1645121939358,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>富贵险中求,感觉差不多了","listText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>富贵险中求,感觉差不多了","text":"$Affirm Holdings, Inc.(AFRM)$富贵险中求,感觉差不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638189722","isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605627725,"gmtCreate":1639156287665,"gmtModify":1639156482846,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIGC\">$BigCommerce Holdings(BIGC)$</a>真的太垃圾了","listText":"<a href=\"https://laohu8.com/S/BIGC\">$BigCommerce Holdings(BIGC)$</a>真的太垃圾了","text":"$BigCommerce Holdings(BIGC)$真的太垃圾了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605627725","isVote":1,"tweetType":1,"viewCount":2180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":118218,"gmtCreate":1511202404397,"gmtModify":1704884142086,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$迅雷(XNET)$跌的真快,老虎波杀跌,还好手块均价19以上做空了,短期没有大的利好凭什么涨5-6倍。即使真有利好也要回调,抓紧做空。虽然老巴说股市不要做空,但是碰到迅雷这种票,既然没有跟上涨的节奏,短期涨幅这么大,再不做空说不过去,千载难逢!","listText":"$迅雷(XNET)$跌的真快,老虎波杀跌,还好手块均价19以上做空了,短期没有大的利好凭什么涨5-6倍。即使真有利好也要回调,抓紧做空。虽然老巴说股市不要做空,但是碰到迅雷这种票,既然没有跟上涨的节奏,短期涨幅这么大,再不做空说不过去,千载难逢!","text":"$迅雷(XNET)$跌的真快,老虎波杀跌,还好手块均价19以上做空了,短期没有大的利好凭什么涨5-6倍。即使真有利好也要回调,抓紧做空。虽然老巴说股市不要做空,但是碰到迅雷这种票,既然没有跟上涨的节奏,短期涨幅这么大,再不做空说不过去,千载难逢!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":28,"repostSize":0,"link":"https://laohu8.com/post/118218","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473904271437721","authorId":"3473904271437721","name":"玩命小川","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"迅雷目前看来实际价位100刀-300刀。所以低于这个价位可以买。暂时的回调就是买的信号","text":"迅雷目前看来实际价位100刀-300刀。所以低于这个价位可以买。暂时的回调就是买的信号","html":"迅雷目前看来实际价位100刀-300刀。所以低于这个价位可以买。暂时的回调就是买的信号"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":111798,"gmtCreate":1510074001512,"gmtModify":1704883336273,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$迅雷(XNET)$现在是今天的高点再不出就没机会了","listText":"$迅雷(XNET)$现在是今天的高点再不出就没机会了","text":"$迅雷(XNET)$现在是今天的高点再不出就没机会了","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":25,"repostSize":0,"link":"https://laohu8.com/post/111798","isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3443602682651903","authorId":"3443602682651903","name":"花梨树妖","avatar":"https://static.tigerbbs.com/452b4c21ebccc740295b5f48d4e16b0c","crmLevel":2,"crmLevelSwitch":0},"content":"哈批货,还敢冒头吗?louser,做空破产了吗?迅雷涨一次奶奶就骂你一次,看你还敢不敢不积口德咒人破产。哈批货,louser","text":"哈批货,还敢冒头吗?louser,做空破产了吗?迅雷涨一次奶奶就骂你一次,看你还敢不敢不积口德咒人破产。哈批货,louser","html":"哈批货,还敢冒头吗?louser,做空破产了吗?迅雷涨一次奶奶就骂你一次,看你还敢不敢不积口德咒人破产。哈批货,louser"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116563,"gmtCreate":1510868352170,"gmtModify":1704883930725,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$迅雷(XNET)$国内的操盘手法用在美股必死!迅雷除非有重大利好没有公布,否则不可能支撑现在的股价,本人看迅雷基本面没有任何变化,只是前期的玩客币题材使得庄家进入,现在骑虎难下不拉高出不了货。有点股市经验的应该都清楚,目前价位是上市以来的高位,关键放了天量,如真的有题材利好支撑不会有这么大的量,这是谁在买卖对倒?迅雷启动时总盘子本就不大,就现在也只有10个亿,真的有利好随便一个小机构也就收了个50-60%,那里还有这么高的成绩量。放这么大的量一定是机构对倒出货,一旦被套估计8-10年都不会再碰股票了,很难有解套的机会了,越套的深越不愿割肉。","listText":"$迅雷(XNET)$国内的操盘手法用在美股必死!迅雷除非有重大利好没有公布,否则不可能支撑现在的股价,本人看迅雷基本面没有任何变化,只是前期的玩客币题材使得庄家进入,现在骑虎难下不拉高出不了货。有点股市经验的应该都清楚,目前价位是上市以来的高位,关键放了天量,如真的有题材利好支撑不会有这么大的量,这是谁在买卖对倒?迅雷启动时总盘子本就不大,就现在也只有10个亿,真的有利好随便一个小机构也就收了个50-60%,那里还有这么高的成绩量。放这么大的量一定是机构对倒出货,一旦被套估计8-10年都不会再碰股票了,很难有解套的机会了,越套的深越不愿割肉。","text":"$迅雷(XNET)$国内的操盘手法用在美股必死!迅雷除非有重大利好没有公布,否则不可能支撑现在的股价,本人看迅雷基本面没有任何变化,只是前期的玩客币题材使得庄家进入,现在骑虎难下不拉高出不了货。有点股市经验的应该都清楚,目前价位是上市以来的高位,关键放了天量,如真的有题材利好支撑不会有这么大的量,这是谁在买卖对倒?迅雷启动时总盘子本就不大,就现在也只有10个亿,真的有利好随便一个小机构也就收了个50-60%,那里还有这么高的成绩量。放这么大的量一定是机构对倒出货,一旦被套估计8-10年都不会再碰股票了,很难有解套的机会了,越套的深越不愿割肉。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":23,"repostSize":0,"link":"https://laohu8.com/post/116563","isVote":1,"tweetType":1,"viewCount":2869,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450578137237105","authorId":"3450578137237105","name":"pxczy","avatar":"https://static.tigerbbs.com/1dd34bea9547dee53d57a3a91497bd05","crmLevel":2,"crmLevelSwitch":0},"content":"因为之前就被低估,现在这个题材炒作材料充足,并且卖硬件都能赚很多钱","text":"因为之前就被低估,现在这个题材炒作材料充足,并且卖硬件都能赚很多钱","html":"因为之前就被低估,现在这个题材炒作材料充足,并且卖硬件都能赚很多钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218260841156824,"gmtCreate":1694320992570,"gmtModify":1694320993994,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"国内企业没有创新精神,只会复制","listText":"国内企业没有创新精神,只会复制","text":"国内企业没有创新精神,只会复制","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/218260841156824","repostId":"2366380740","repostType":4,"repost":{"id":"2366380740","pubTimestamp":1694304000,"share":"https://www.laohu8.com/m/news/2366380740?lang=&edition=full","pubTime":"2023-09-10 08:00","market":"hk","language":"zh","title":"曝有公司禁止员工购买理想汽车,一经发现立刻辞退","url":"https://stock-news.laohu8.com/highlight/detail?id=2366380740","media":"手机中国","summary":"目前,理想汽车官方暂未对此事进行回应。","content":"<html><head></head><body><p>作者:石张钰</p><p>有汽车博主发文表示,某公司禁止员工购买<a href=\"https://laohu8.com/S/LI\">理想汽车</a>。该博主同时晒出了某公司禁止员工购买理想汽车的公告。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fc22b29b56e3dc41b2805b967e8aadc\" title=\"\" tg-width=\"600\" tg-height=\"427\"/></p><p>可以看到,相关公告的信息显示,广州米客实业有限公司宣布:“今日起,禁止公司管理层购买理想汽车,或者通勤开理想汽车,根据《人力资源管理制度》第二章第一条行为准则第五点要求,如果发现以上行为,将予以辞退。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/646b9861377ed2718a6bed4aa7e5632d\" title=\"\" tg-width=\"597\" tg-height=\"360\"/></p><p>该公司表示,近期理想汽车恶意剽窃我司车尾帐篷专利,作为第一个提出电车露营概念的公司正在其最熟悉的行业遭受来自理想汽车的企业霸凌。例如前段时间的理想画质、理想贴膜事件。该公司声称,理想汽车只是一个剥夺别人理想的企业,作为被霸凌的一方我们不应该去支持它,特别是作为公司的核心人员。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b99241c247c2a49bd329f8c14230df5b\" title=\"\" tg-width=\"600\" tg-height=\"607\"/></p><p>目前,理想汽车官方、理想汽车法务部、理想汽车首席执行官李想等均暂未对此事进行回应。</p></body></html>","source":"sjzg","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>曝有公司禁止员工购买理想汽车,一经发现立刻辞退</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n曝有公司禁止员工购买理想汽车,一经发现立刻辞退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-10 08:00 北京时间 <a href=https://internet.cnmo.com/tech/759933.html><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:石张钰有汽车博主发文表示,某公司禁止员工购买理想汽车。该博主同时晒出了某公司禁止员工购买理想汽车的公告。可以看到,相关公告的信息显示,广州米客实业有限公司宣布:“今日起,禁止公司管理层购买理想汽车,或者通勤开理想汽车,根据《人力资源管理制度》第二章第一条行为准则第五点要求,如果发现以上行为,将予以辞退。”该公司表示,近期理想汽车恶意剽窃我司车尾帐篷专利,作为第一个提出电车露营概念的公司正在其...</p>\n\n<a href=\"https://internet.cnmo.com/tech/759933.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd15dcf80c98753aff14cd02469a6622","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"https://internet.cnmo.com/tech/759933.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2366380740","content_text":"作者:石张钰有汽车博主发文表示,某公司禁止员工购买理想汽车。该博主同时晒出了某公司禁止员工购买理想汽车的公告。可以看到,相关公告的信息显示,广州米客实业有限公司宣布:“今日起,禁止公司管理层购买理想汽车,或者通勤开理想汽车,根据《人力资源管理制度》第二章第一条行为准则第五点要求,如果发现以上行为,将予以辞退。”该公司表示,近期理想汽车恶意剽窃我司车尾帐篷专利,作为第一个提出电车露营概念的公司正在其最熟悉的行业遭受来自理想汽车的企业霸凌。例如前段时间的理想画质、理想贴膜事件。该公司声称,理想汽车只是一个剥夺别人理想的企业,作为被霸凌的一方我们不应该去支持它,特别是作为公司的核心人员。目前,理想汽车官方、理想汽车法务部、理想汽车首席执行官李想等均暂未对此事进行回应。","news_type":1},"isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"307941910291466","authorId":"307941910291466","name":"超级主力","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"瞧你说的,华为呢?","text":"瞧你说的,华为呢?","html":"瞧你说的,华为呢?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":265088,"gmtCreate":1536794858335,"gmtModify":1704773187529,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$Tilray Inc.(TLRY)$ 可以分批做空了,资金分成5份做空期权,股价每涨20%就加码一份做空,90%能在这股赚大钱。大麻也是植物,没有那么快的成长,也不可能太高的利润,既然北美合法了就不可能有太大的暴利,股价一定回归合理区间","listText":"$Tilray Inc.(TLRY)$ 可以分批做空了,资金分成5份做空期权,股价每涨20%就加码一份做空,90%能在这股赚大钱。大麻也是植物,没有那么快的成长,也不可能太高的利润,既然北美合法了就不可能有太大的暴利,股价一定回归合理区间","text":"$Tilray Inc.(TLRY)$ 可以分批做空了,资金分成5份做空期权,股价每涨20%就加码一份做空,90%能在这股赚大钱。大麻也是植物,没有那么快的成长,也不可能太高的利润,既然北美合法了就不可能有太大的暴利,股价一定回归合理区间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/265088","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3483164320744267","authorId":"3483164320744267","name":"07ghsot","avatar":"https://static.laohu8.com/c74097cb12e598c87ad88e9eb3ff0335","crmLevel":1,"crmLevelSwitch":0},"content":"买几月份的期权啊","text":"买几月份的期权啊","html":"买几月份的期权啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":118219,"gmtCreate":1511202476951,"gmtModify":1704884142262,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$迅雷(XNET)$如再涨就再加倍做空,一直加倍做空,不可能一直涨。","listText":"$迅雷(XNET)$如再涨就再加倍做空,一直加倍做空,不可能一直涨。","text":"$迅雷(XNET)$如再涨就再加倍做空,一直加倍做空,不可能一直涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/118219","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465801567482562","authorId":"3465801567482562","name":"难怪最近老降","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"你这样凭感觉炒股是很不行的8元多的时候看你的评论犹意了一天想研究一下这个股票没想到涨太快没法上车,所以不了解一个股票不要乱评论,会害人的","text":"你这样凭感觉炒股是很不行的8元多的时候看你的评论犹意了一天想研究一下这个股票没想到涨太快没法上车,所以不了解一个股票不要乱评论,会害人的","html":"你这样凭感觉炒股是很不行的8元多的时候看你的评论犹意了一天想研究一下这个股票没想到涨太快没法上车,所以不了解一个股票不要乱评论,会害人的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":909096661,"gmtCreate":1556004887053,"gmtModify":1704799742681,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$Jumia Technologies AG(JMIA)$明显的一批黑马,怎么有这么多不看好的。看看美股其他的小型电商股,只要能生存下来的那个不是2-3年涨幅10倍以上。从市值非洲人口及互联网普及率看,jmia都有极大的增长空间,拿的住的一定能看到市值200亿美元之上","listText":"$Jumia Technologies AG(JMIA)$明显的一批黑马,怎么有这么多不看好的。看看美股其他的小型电商股,只要能生存下来的那个不是2-3年涨幅10倍以上。从市值非洲人口及互联网普及率看,jmia都有极大的增长空间,拿的住的一定能看到市值200亿美元之上","text":"$Jumia Technologies AG(JMIA)$明显的一批黑马,怎么有这么多不看好的。看看美股其他的小型电商股,只要能生存下来的那个不是2-3年涨幅10倍以上。从市值非洲人口及互联网普及率看,jmia都有极大的增长空间,拿的住的一定能看到市值200亿美元之上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/909096661","isVote":1,"tweetType":1,"viewCount":3561,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516268698830827","authorId":"3516268698830827","name":"偷得浮生半日闲8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"过程肯定要比阿里和亚马逊更起伏的多,非洲巨大的市场是潜力,但非洲的环境因素也很重要,消费升级什么时候发生在非洲还说不定","text":"过程肯定要比阿里和亚马逊更起伏的多,非洲巨大的市场是潜力,但非洲的环境因素也很重要,消费升级什么时候发生在非洲还说不定","html":"过程肯定要比阿里和亚马逊更起伏的多,非洲巨大的市场是潜力,但非洲的环境因素也很重要,消费升级什么时候发生在非洲还说不定"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347582656,"gmtCreate":1618501722275,"gmtModify":1618501722275,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>两年之内股价80-100元应该是能到的,是有下跌的风险,但这是美股期权最有可能涨10倍以上的个股","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>两年之内股价80-100元应该是能到的,是有下跌的风险,但这是美股期权最有可能涨10倍以上的个股","text":"$跟谁学(GSX)$两年之内股价80-100元应该是能到的,是有下跌的风险,但这是美股期权最有可能涨10倍以上的个股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/347582656","isVote":1,"tweetType":1,"viewCount":4542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562304747671904","authorId":"3562304747671904","name":"不买股票踏实上班","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"托,可以把你做多的截图发发么?","text":"托,可以把你做多的截图发发么?","html":"托,可以把你做多的截图发发么?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":111231,"gmtCreate":1509984123453,"gmtModify":1704883266992,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$迅雷(XNET)$玩客币本身就不是比特币,天地差距,偷换概念。政府看到了欺骗的本质,为了保护光大老百姓,已严令关闭了玩客币,还能有什么戏。前期进去的不管盈亏都要出来,否则只有死路一条。","listText":"$迅雷(XNET)$玩客币本身就不是比特币,天地差距,偷换概念。政府看到了欺骗的本质,为了保护光大老百姓,已严令关闭了玩客币,还能有什么戏。前期进去的不管盈亏都要出来,否则只有死路一条。","text":"$迅雷(XNET)$玩客币本身就不是比特币,天地差距,偷换概念。政府看到了欺骗的本质,为了保护光大老百姓,已严令关闭了玩客币,还能有什么戏。前期进去的不管盈亏都要出来,否则只有死路一条。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/111231","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470384400586059","authorId":"3470384400586059","name":"seeyou","avatar":"https://static.tigerbbs.com/0497ad1e49a113cffe47f2a5ab6d44c1","crmLevel":1,"crmLevelSwitch":0},"content":"能被这么喊得动的都死光,留下来的都很坚强的。谁没个赌错,多头转价值投资而已。","text":"能被这么喊得动的都死光,留下来的都很坚强的。谁没个赌错,多头转价值投资而已。","html":"能被这么喊得动的都死光,留下来的都很坚强的。谁没个赌错,多头转价值投资而已。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916442560,"gmtCreate":1579703767950,"gmtModify":1704340223923,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>坚持长线不会错,这么小的市值,非洲庞大的人口基数。一定大有前途。未来最牛的个股之一。集阿里美团支付一体[强][强]","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>坚持长线不会错,这么小的市值,非洲庞大的人口基数。一定大有前途。未来最牛的个股之一。集阿里美团支付一体[强][强]","text":"$Jumia Technologies AG(JMIA)$坚持长线不会错,这么小的市值,非洲庞大的人口基数。一定大有前途。未来最牛的个股之一。集阿里美团支付一体[强][强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/916442560","isVote":1,"tweetType":1,"viewCount":3000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123439,"gmtCreate":1511885564841,"gmtModify":1704884795606,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$迅雷(XNET)$哈哈😄刚看到迅雷玩客币没用区块链技术,是骗局?怎么没有跌50%以上,证明筹码都在庄家手上。但扛不住的,可以加码做空","listText":"$迅雷(XNET)$哈哈😄刚看到迅雷玩客币没用区块链技术,是骗局?怎么没有跌50%以上,证明筹码都在庄家手上。但扛不住的,可以加码做空","text":"$迅雷(XNET)$哈哈😄刚看到迅雷玩客币没用区块链技术,是骗局?怎么没有跌50%以上,证明筹码都在庄家手上。但扛不住的,可以加码做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/123439","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3468228876231919","authorId":"3468228876231919","name":"齐记全球水果","avatar":"https://static.laohu8.com/c390f76d88ec22c10d934ec61097ce43","crmLevel":1,"crmLevelSwitch":0},"content":"关于迅雷金融的说辞,一个程序员就能验证,明天会不攻自破。","text":"关于迅雷金融的说辞,一个程序员就能验证,明天会不攻自破。","html":"关于迅雷金融的说辞,一个程序员就能验证,明天会不攻自破。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122533,"gmtCreate":1511825634474,"gmtModify":1704884677930,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$迅雷(XNET)$炒股有经验的都知道,像迅雷这种公司没有实质改变,靠题材炒作,2-3月暴涨近8倍的股是千载难逢的机会。这是送钱给经验丰富的炒股者!不做空的都不要再碰股票了,肯定会在股市栽大跟头。这么好的捡钱机会都没捡到,正常的买卖股票就更赚不到钱了。中概股能有几个保持长期上涨的,极少,肯定不是迅雷这种。红黄蓝因虐童短期大跌,这个票倒是有可能几年10倍股,类似好未来,国内人口总量就是红黄蓝最大的红利。一二次虐童事件阻碍不了公司的发展。反过来看事件还能促进公司规范管理,纠正错误,更好更快的发展。在逆境中能够成长的公司才是好公司!看不惯的不要喷,有些人满嘴仁义道德,不要用道德制高点来指责他人。投资赚钱是王道。","listText":"$迅雷(XNET)$炒股有经验的都知道,像迅雷这种公司没有实质改变,靠题材炒作,2-3月暴涨近8倍的股是千载难逢的机会。这是送钱给经验丰富的炒股者!不做空的都不要再碰股票了,肯定会在股市栽大跟头。这么好的捡钱机会都没捡到,正常的买卖股票就更赚不到钱了。中概股能有几个保持长期上涨的,极少,肯定不是迅雷这种。红黄蓝因虐童短期大跌,这个票倒是有可能几年10倍股,类似好未来,国内人口总量就是红黄蓝最大的红利。一二次虐童事件阻碍不了公司的发展。反过来看事件还能促进公司规范管理,纠正错误,更好更快的发展。在逆境中能够成长的公司才是好公司!看不惯的不要喷,有些人满嘴仁义道德,不要用道德制高点来指责他人。投资赚钱是王道。","text":"$迅雷(XNET)$炒股有经验的都知道,像迅雷这种公司没有实质改变,靠题材炒作,2-3月暴涨近8倍的股是千载难逢的机会。这是送钱给经验丰富的炒股者!不做空的都不要再碰股票了,肯定会在股市栽大跟头。这么好的捡钱机会都没捡到,正常的买卖股票就更赚不到钱了。中概股能有几个保持长期上涨的,极少,肯定不是迅雷这种。红黄蓝因虐童短期大跌,这个票倒是有可能几年10倍股,类似好未来,国内人口总量就是红黄蓝最大的红利。一二次虐童事件阻碍不了公司的发展。反过来看事件还能促进公司规范管理,纠正错误,更好更快的发展。在逆境中能够成长的公司才是好公司!看不惯的不要喷,有些人满嘴仁义道德,不要用道德制高点来指责他人。投资赚钱是王道。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/122533","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3445560566391167","authorId":"3445560566391167","name":"我是菲特","avatar":"https://static.tigerbbs.com/513481f9e179c6a50cfebed182cdcd2e","crmLevel":5,"crmLevelSwitch":1},"content":"哥们你从6号开始一直看空,亏这么久还能坚持下来这点哥还是要表扬你的,比那些墙头草强多了。另外告诉你个不幸的消息,今晚开始你又要亏钱","text":"哥们你从6号开始一直看空,亏这么久还能坚持下来这点哥还是要表扬你的,比那些墙头草强多了。另外告诉你个不幸的消息,今晚开始你又要亏钱","html":"哥们你从6号开始一直看空,亏这么久还能坚持下来这点哥还是要表扬你的,比那些墙头草强多了。另外告诉你个不幸的消息,今晚开始你又要亏钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289765,"gmtCreate":1538735213804,"gmtModify":1704776241929,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$京东(JD)$ 除非大盘熊市,京东现在绝对底部区域","listText":"$京东(JD)$ 除非大盘熊市,京东现在绝对底部区域","text":"$京东(JD)$ 除非大盘熊市,京东现在绝对底部区域","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/289765","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465173740914335","authorId":"3465173740914335","name":"RankShare","avatar":"https://static.tigerbbs.com/0bd54b458055a79b00dbf2fe1a49c200","crmLevel":1,"crmLevelSwitch":0},"content":"中概股大盘还不是熊市?","text":"中概股大盘还不是熊市?","html":"中概股大盘还不是熊市?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243708,"gmtCreate":1534343373820,"gmtModify":1704770443239,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$迅雷(XNET)$ 多头还在吗?","listText":"$迅雷(XNET)$ 多头还在吗?","text":"$迅雷(XNET)$ 多头还在吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/243708","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123731,"gmtCreate":1511937675437,"gmtModify":1704884833006,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$红黄蓝(RYB)$红黄蓝盘后新闻,难怪这么大的量","listText":"$红黄蓝(RYB)$红黄蓝盘后新闻,难怪这么大的量","text":"$红黄蓝(RYB)$红黄蓝盘后新闻,难怪这么大的量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/123731","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473904666419676","authorId":"3473904666419676","name":"雨宝天华","avatar":"https://static.tigerbbs.com/e41b23357867af716fd6ce44e6e8d70c","crmLevel":1,"crmLevelSwitch":0},"content":"是人说话就得算话,你要断了一天不烧,你妈早死一年。","text":"是人说话就得算话,你要断了一天不烧,你妈早死一年。","html":"是人说话就得算话,你要断了一天不烧,你妈早死一年。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122441,"gmtCreate":1511802252706,"gmtModify":1704884666489,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$迅雷(XNET)$做空迅雷目前盈利1元/股","listText":"$迅雷(XNET)$做空迅雷目前盈利1元/股","text":"$迅雷(XNET)$做空迅雷目前盈利1元/股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/122441","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471952952990209","authorId":"3471952952990209","name":"坚持做多中概30年","avatar":"https://static.laohu8.com/eb72013e4fa832006ee1bbfe6bdc5c5a","crmLevel":1,"crmLevelSwitch":0},"content":"睡觉去吧 熬夜伤身","text":"睡觉去吧 熬夜伤身","html":"睡觉去吧 熬夜伤身"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":111344,"gmtCreate":1509996252411,"gmtModify":1704883281176,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"$迅雷(XNET)$这3天的量说明庄家货本金早已拿回,现在手上的都是利润,1元的价格抛都是赚钱的。目前维持这个高位是想多赚点,多头散户就可怜了。","listText":"$迅雷(XNET)$这3天的量说明庄家货本金早已拿回,现在手上的都是利润,1元的价格抛都是赚钱的。目前维持这个高位是想多赚点,多头散户就可怜了。","text":"$迅雷(XNET)$这3天的量说明庄家货本金早已拿回,现在手上的都是利润,1元的价格抛都是赚钱的。目前维持这个高位是想多赚点,多头散户就可怜了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/111344","isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109608122,"gmtCreate":1619687235866,"gmtModify":1619687235866,"author":{"id":"3456488544789916","authorId":"3456488544789916","name":"davidwei","avatar":"https://static.tigerbbs.com/171c0b25c4e31417487193bcd2f1661e","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>前几天就说过,这是美国期权最有可能的10倍股,股价100以上只是时间问题","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>前几天就说过,这是美国期权最有可能的10倍股,股价100以上只是时间问题","text":"$跟谁学(GSX)$前几天就说过,这是美国期权最有可能的10倍股,股价100以上只是时间问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/109608122","isVote":1,"tweetType":1,"viewCount":3343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}