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04-18 13:05

他们持续自己买回库藏股

美股“七姐妹”涨了这么多，最大的机构还是低配？

03-19

能逼空到1200美元，做多者应该就很开心了

期权大单 | 英伟达本周能涨120%？散户入场或再造逼空风暴

03-08

认真努力去做，不然股价就要减肥了

期权大单 | 继续押涨，英伟达要破千？挤掉特斯拉，减肥药热辣滚烫

03-02

$英伟达(NVDA)$ 买英伟达

03-01

$台积电(TSM)$ 张忠谋：AI需求不是几千万片产能是要更多晶圆厂

02-07

巴菲特注资后，公司再回购股份，让股价涨更多

三菱商事拟斥资5000亿日元回购至多10%股份

02-06

$特斯拉(TSLA)$ 高点回跌幅度，还未超过一半

02-02

产品设计性能，能否让使用者黏上

苹果Q4营收重返增长，大中华区收入跌幅比预期更差，盘后跌逾2%

2023-12-14

卖PUT收取权利金，及可以抵接买股

期权大单 | 伴随“鸽声”，押注“人类首家4万亿美元市值公司”？

2023-12-12

美降息时间如延后，股价就可能下跌修正

明年美股怎么走？仍需看七大科技巨头AI盈利“脸色”

2023-12-11

中国市场抵过众多市场

为寻求创收新引擎，英伟达发力布局东南亚市场

2023-12-07

想压低吃货吗？

The Magnificent 7 Aren't So Magnificent Right Now, Buy

2023-11-20

大象转身，转的漂亮

微软的人工智能转型：从软件巨头到AI弄潮儿

2023-11-09

赢者通吃

Nobody on Wall Street wants to bet against the 'Magnificent Seven'

2023-11-09

技术指标会高档背离，不准的

微软股价在AI加持下创新高恐将迎来回档但长期潜力仍强

2023-10-20

有可能跌破200美元，小心观望，持续关注即可因为马斯克吹唏太大了，很多事情实现都持续延后

Tesla Stock Tumbles - Time To Buy Or Bye-Bye?

2023-10-20

资本市场给你资金充配时，不好好专心经营Tesla ，还去并购X公司，这样同时经营管理太多公司了，当碰到融资中期高利率环境下，会很难想像目前面临各家公司获利都在衰退时，不知你要如何取舍应对

Musk’s Wealth Shrinks By $16 billion After Tesla Earnings Miss

2023-10-16

Netflix节目多，消费者离不开，涨价续订

财报前瞻 | 忧用户增长兼加价，奈飞遭分析师看淡，纷纷下调目标价

2023-10-16

加价是好事

抱歉，原内容已删除

2023-09-19

玉石俱焚，特斯拉汽车得利

美国汽车工人工会发出通牒：若周五中午前谈判未取得重大进展，罢工将升级

去老虎APP查看更多动态

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08:03","market":"us","language":"zh","title":"美股“七姐妹”涨了这么多，最大的机构还是低配？","url":"https://stock-news.laohu8.com/highlight/detail?id=2428966347","media":"华尔街见闻","summary":"而且，七姐妹的利润增长还在持续，2024年一季度的利润预计将增长38%。","content":"<html><head></head><body><blockquote><p>汇丰指出，基金仓位轻，主要是由于监管要求，跟七姐妹的基本面因素没有关系，预计后续随着越来越多基金倾向于转型、争取更宽松的监管条件，流入七姐妹的资金还会继续增加。</p></blockquote><p>自2023年以来，美股七姐妹“Mag 7”（包括<a href=\"https://laohu8.com/S/AAPL\">苹果 </a>、<a href=\"https://laohu8.com/S/MSFT\">微软 </a>、<a href=\"https://laohu8.com/S/GOOGL\">谷歌-A </a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊 </a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达 </a>、<a href=\"https://laohu8.com/S/META\">Meta Platforms </a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉 </a>）一直是全球市场上表现最傲人的资产，从2023年初迄今的累计涨幅高达160%，比美股大盘指数的涨幅高出130%。而且，七姐妹的利润增长还在持续，2024年一季度的利润预计将增长38%。</p><p>然而，美国大型共同基金对七姐妹的仓位，却相对偏低。持仓比例低于七姐妹市值在富时美国指数中的占比。</p><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>指出，基金仓位轻，主要是由于监管要求，跟七姐妹的基本面因素没有关系，预计后续随着越来越多基金倾向于转型、争取更宽松的监管条件，流入七姐妹的资金还会继续增加。</p><h2 id=\"id_1893678325\">七姐妹很好，但基金仓位却没那么重</h2><p>汇丰对150家规模最大的美国基金（管理资产规模超过1.9万亿美元）持仓数据的调查显示，七姐妹在富时美国指数中的权重为28%，但只占这些基金投资组合的18%。</p><p>10%的配置差距严重拖累了业绩：根据汇丰的计算，自2023年以来，由于七姐妹头寸过轻，对基金业绩的净拖累超过2.3%。</p><p>然而，反常的是，虽然持仓比例相比七姐妹的市值权重偏低，但七姐妹已经是这些基金仓位最重的股票。无论是从基金的总权重还是从有敞口的基金占比来看，除了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，七姐妹的其他六家都在富时美国指数中持有最多的10只股票之列。</p><p>与此同时，这七家公司也均为被抛售最多的股票，七家公司全都登上了富时美国指数中十大遭减持最多的股票榜单，其中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>被减持的幅度最高。</p><h2 id=\"id_4078073911\">后续会有更多资金流入七姐妹？</h2><p>这是怎么回事？</p><p>汇丰认为，这种结构性减持在很大程度上是监管因素导致的，并不能反映投资者的基本面观点。</p><p>根据美国《1940年投资公司法》规定，共同基金必须保持仓位的“多元化”，持仓超过5%的头寸总权重必须保持在总资产的25%以下。</p><p>举个例子，如果某家共同基金持有七姐妹中苹果、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>三家的股票，仓位均为5%。但由于股价快速上涨，几个月后，原本占总资产15%的持仓，价值已经超过了25%。一旦超过25%的监管门槛，这些基金就无法再购买苹果、微软和英伟达的股票。</p><p>不过，已经有越来越多的多元化共同基金开始向非多元化转型，转型后基金的持仓度可以豁免《1940投资公司法》的多元化要求，仓位。只是转型需要股东批转，且可能会被潜在客户负面看待。</p><p>但由于美股集中度越来越高，越来越多的基金倾向于转型。例如，T Rowe Price于2021年将其部分大盘股增长基金重新归类为非多元化基金；2023年，富达紧随其后。</p><p>汇丰相信，后续会有更多的基金探索这条路线，从而推动更多资金流入七姐妹。</p><p>分析师还指出，随着人工智能变得更加先进和复杂，随着研发和投资的指数增长，进入壁垒的增加，七姐妹建立的护城河将变得根深蒂固，成为更加稀缺的优质资产。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股“七姐妹”涨了这么多，最大的机构还是低配？</title>\n<style 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}\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美股“七姐妹”涨了这么多，最大的机构还是低配？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-18 08:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3712941?keyword=%E4%B8%83%E5%A7%90%E5%A6%B9><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰指出，基金仓位轻，主要是由于监管要求，跟七姐妹的基本面因素没有关系，预计后续随着越来越多基金倾向于转型、争取更宽松的监管条件，流入七姐妹的资金还会继续增加。自2023年以来，美股七姐妹“Mag 7”（包括苹果 、微软 、谷歌-A 、亚马逊 、英伟达 、Meta Platforms 和特斯拉 ）一直是全球市场上表现最傲人的资产，从2023年初迄今的累计涨幅高达160%，比美股大盘指数的涨幅高出...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3712941?keyword=%E4%B8%83%E5%A7%90%E5%A6%B9\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fedd909658b5721d81903e398ae2de1","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达","MSFT":"微软"},"source_url":"https://wallstreetcn.com/articles/3712941?keyword=%E4%B8%83%E5%A7%90%E5%A6%B9","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428966347","content_text":"汇丰指出，基金仓位轻，主要是由于监管要求，跟七姐妹的基本面因素没有关系，预计后续随着越来越多基金倾向于转型、争取更宽松的监管条件，流入七姐妹的资金还会继续增加。自2023年以来，美股七姐妹“Mag 7”（包括苹果 、微软 、谷歌-A 、亚马逊 、英伟达 、Meta Platforms 和特斯拉 ）一直是全球市场上表现最傲人的资产，从2023年初迄今的累计涨幅高达160%，比美股大盘指数的涨幅高出130%。而且，七姐妹的利润增长还在持续，2024年一季度的利润预计将增长38%。然而，美国大型共同基金对七姐妹的仓位，却相对偏低。持仓比例低于七姐妹市值在富时美国指数中的占比。汇丰指出，基金仓位轻，主要是由于监管要求，跟七姐妹的基本面因素没有关系，预计后续随着越来越多基金倾向于转型、争取更宽松的监管条件，流入七姐妹的资金还会继续增加。七姐妹很好，但基金仓位却没那么重汇丰对150家规模最大的美国基金（管理资产规模超过1.9万亿美元）持仓数据的调查显示，七姐妹在富时美国指数中的权重为28%，但只占这些基金投资组合的18%。10%的配置差距严重拖累了业绩：根据汇丰的计算，自2023年以来，由于七姐妹头寸过轻，对基金业绩的净拖累超过2.3%。然而，反常的是，虽然持仓比例相比七姐妹的市值权重偏低，但七姐妹已经是这些基金仓位最重的股票。无论是从基金的总权重还是从有敞口的基金占比来看，除了特斯拉，七姐妹的其他六家都在富时美国指数中持有最多的10只股票之列。与此同时，这七家公司也均为被抛售最多的股票，七家公司全都登上了富时美国指数中十大遭减持最多的股票榜单，其中苹果被减持的幅度最高。后续会有更多资金流入七姐妹？这是怎么回事？汇丰认为，这种结构性减持在很大程度上是监管因素导致的，并不能反映投资者的基本面观点。根据美国《1940年投资公司法》规定，共同基金必须保持仓位的“多元化”，持仓超过5%的头寸总权重必须保持在总资产的25%以下。举个例子，如果某家共同基金持有七姐妹中苹果、微软、英伟达三家的股票，仓位均为5%。但由于股价快速上涨，几个月后，原本占总资产15%的持仓，价值已经超过了25%。一旦超过25%的监管门槛，这些基金就无法再购买苹果、微软和英伟达的股票。不过，已经有越来越多的多元化共同基金开始向非多元化转型，转型后基金的持仓度可以豁免《1940投资公司法》的多元化要求，仓位。只是转型需要股东批转，且可能会被潜在客户负面看待。但由于美股集中度越来越高，越来越多的基金倾向于转型。例如，T Rowe Price于2021年将其部分大盘股增长基金重新归类为非多元化基金；2023年，富达紧随其后。汇丰相信，后续会有更多的基金探索这条路线，从而推动更多资金流入七姐妹。分析师还指出，随着人工智能变得更加先进和复杂，随着研发和投资的指数增长，进入壁垒的增加，七姐妹建立的护城河将变得根深蒂固，成为更加稀缺的优质资产。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285957941588048,"gmtCreate":1710832266054,"gmtModify":1710832267851,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"能逼空到1200美元，做多者应该就很开心了","listText":"能逼空到1200美元，做多者应该就很开心了","text":"能逼空到1200美元，做多者应该就很开心了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285957941588048","repostId":"1103656235","repostType":2,"repost":{"id":"1103656235","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":1710825032,"share":"https://www.laohu8.com/m/news/1103656235?lang=&edition=full","pubTime":"2024-03-19 13:10","market":"us","language":"zh","title":"期权大单 | 英伟达本周能涨120%？散户入场或再造逼空风暴","url":"https://stock-news.laohu8.com/highlight/detail?id=1103656235","media":"老虎资讯综合","summary":"周一美股期权市场成交35,347,882张合约，其中看涨合约占比57%，看跌合约占比43%。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周一（3月18日）美股三大指数集体上涨。在此之前，道指已连跌三周，标普和纳指也连跌两周。美股期权市场成交35,347,882张合约，其中看涨合约（CALL）占比57%，看跌合约（PUT）占比43%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达本周剑指2000美元？谁在操纵？</h3><p>个股期权成交量方面，特斯拉、英伟达、苹果的地位不可撼动。<strong>受益于Model Y涨价，今年走势很颓的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>大涨6.25%，创最近六个月最大单日涨幅。</strong>面对压力，马斯克承认他服用氯胺酮来缓解情绪低潮，并他坚称自己的服药行为是合理的，并没有对他的工作产生负面影响。不过，由于长期不利因素尚未消失，投行纷纷下调特斯拉目标价。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ee0fb337a9728564b1de2ded044df54\" title=\"\" tg-width=\"432\" tg-height=\"831\"/></p><p>英伟达方面，周一，“AI春晚”GTC终于揭幕，AI芯片“Blackwell”发布。英伟达称，Blackwell的成本和能耗较前代低25倍，是全球最强大芯片，由 2080 亿个晶体管组成，采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>4nm制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型（LLM）推理。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1556e44110ba92e747e7ed5a35c9e8c\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>英伟达股价微涨0.7%，不过盘后跌幅近2%，市场对新品的态度显然有分歧，今日走势值得特别关注。</p><p>期权方面则出现了令人瞠目的情况：英伟达的CALL单很活跃，<strong>并且行权价来到了夸张的1940美元高位，较当前价涨幅近120%，到期日是本周五，这……能实现吗？</strong></p><h4 id=\"id_820039765\"><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240322 877.5 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240322%20877.5%20CALL\">$NVDA 20240322 877.5 CALL$</a></em> </h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d1d5c4e662e88f468f67fe3e8465a2\" title=\"\" tg-width=\"972\" tg-height=\"412\"/></p><p>据媒体披露，上述行权价1940美元的合约是以约900份/笔的小批量购买，这表明可能是散户在交易，他们总共支付了2.4万美元。</p><p>虽然我个人认为英伟达在本周不可能涨到那个价位，但是，只要英伟达行情向好，理论上散户们就可以出售这些合约获利。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fba2b0c24d2307836ae9eafd0a030b4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>不管背后是谁，这个夸张的操作让我们自然联想到曾经的“散户逼空风暴”——那些在游戏驿站、AMC院线身上发生过的事情，曾将华尔街逼到墙角，但留下的也只是一地鸡毛，普通投资者并没有真正获利，市场游戏规则也没有改变。这一次，如果“散户”想把英伟达当作撼动市场的支点，难度恐怕要远超想象！</p><p>本周英伟达真能翻倍上涨吗？极端价格背后又是谁在操纵呢？不妨谈谈您的观点吧。</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>期权大单 | 英伟达本周能涨120%？散户入场或再造逼空风暴</title>\n<style 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}\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期权大单 | 英伟达本周能涨120%？散户入场或再造逼空风暴\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\">2024-03-19 13:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周一（3月18日）美股三大指数集体上涨。在此之前，道指已连跌三周，标普和纳指也连跌两周。美股期权市场成交35,347,882张合约，其中看涨合约（CALL）占比57%，看跌合约（PUT）占比43%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达本周剑指2000美元？谁在操纵？</h3><p>个股期权成交量方面，特斯拉、英伟达、苹果的地位不可撼动。<strong>受益于Model Y涨价，今年走势很颓的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>大涨6.25%，创最近六个月最大单日涨幅。</strong>面对压力，马斯克承认他服用氯胺酮来缓解情绪低潮，并他坚称自己的服药行为是合理的，并没有对他的工作产生负面影响。不过，由于长期不利因素尚未消失，投行纷纷下调特斯拉目标价。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ee0fb337a9728564b1de2ded044df54\" title=\"\" tg-width=\"432\" tg-height=\"831\"/></p><p>英伟达方面，周一，“AI春晚”GTC终于揭幕，AI芯片“Blackwell”发布。英伟达称，Blackwell的成本和能耗较前代低25倍，是全球最强大芯片，由 2080 亿个晶体管组成，采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>4nm制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型（LLM）推理。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1556e44110ba92e747e7ed5a35c9e8c\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>英伟达股价微涨0.7%，不过盘后跌幅近2%，市场对新品的态度显然有分歧，今日走势值得特别关注。</p><p>期权方面则出现了令人瞠目的情况：英伟达的CALL单很活跃，<strong>并且行权价来到了夸张的1940美元高位，较当前价涨幅近120%，到期日是本周五，这……能实现吗？</strong></p><h4 id=\"id_820039765\"><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240322 877.5 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240322%20877.5%20CALL\">$NVDA 20240322 877.5 CALL$</a></em> </h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d1d5c4e662e88f468f67fe3e8465a2\" title=\"\" tg-width=\"972\" tg-height=\"412\"/></p><p>据媒体披露，上述行权价1940美元的合约是以约900份/笔的小批量购买，这表明可能是散户在交易，他们总共支付了2.4万美元。</p><p>虽然我个人认为英伟达在本周不可能涨到那个价位，但是，只要英伟达行情向好，理论上散户们就可以出售这些合约获利。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fba2b0c24d2307836ae9eafd0a030b4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>不管背后是谁，这个夸张的操作让我们自然联想到曾经的“散户逼空风暴”——那些在游戏驿站、AMC院线身上发生过的事情，曾将华尔街逼到墙角，但留下的也只是一地鸡毛，普通投资者并没有真正获利，市场游戏规则也没有改变。这一次，如果“散户”想把英伟达当作撼动市场的支点，难度恐怕要远超想象！</p><p>本周英伟达真能翻倍上涨吗？极端价格背后又是谁在操纵呢？不妨谈谈您的观点吧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c3105c114e1bf701c095b7d9a1f8430","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103656235","content_text":"市场概览周一（3月18日）美股三大指数集体上涨。在此之前，道指已连跌三周，标普和纳指也连跌两周。美股期权市场成交35,347,882张合约，其中看涨合约（CALL）占比57%，看跌合约（PUT）占比43%。期权成交观察：英伟达本周剑指2000美元？谁在操纵？个股期权成交量方面，特斯拉、英伟达、苹果的地位不可撼动。受益于Model Y涨价，今年走势很颓的特斯拉大涨6.25%，创最近六个月最大单日涨幅。面对压力，马斯克承认他服用氯胺酮来缓解情绪低潮，并他坚称自己的服药行为是合理的，并没有对他的工作产生负面影响。不过，由于长期不利因素尚未消失，投行纷纷下调特斯拉目标价。英伟达方面，周一，“AI春晚”GTC终于揭幕，AI芯片“Blackwell”发布。英伟达称，Blackwell的成本和能耗较前代低25倍，是全球最强大芯片，由 2080 亿个晶体管组成，采用台积电4nm制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型（LLM）推理。英伟达股价微涨0.7%，不过盘后跌幅近2%，市场对新品的态度显然有分歧，今日走势值得特别关注。期权方面则出现了令人瞠目的情况：英伟达的CALL单很活跃，并且行权价来到了夸张的1940美元高位，较当前价涨幅近120%，到期日是本周五，这……能实现吗？点击交易英伟达期权： $NVDA 20240322 877.5 CALL$ 据媒体披露，上述行权价1940美元的合约是以约900份/笔的小批量购买，这表明可能是散户在交易，他们总共支付了2.4万美元。虽然我个人认为英伟达在本周不可能涨到那个价位，但是，只要英伟达行情向好，理论上散户们就可以出售这些合约获利。不管背后是谁，这个夸张的操作让我们自然联想到曾经的“散户逼空风暴”——那些在游戏驿站、AMC院线身上发生过的事情，曾将华尔街逼到墙角，但留下的也只是一地鸡毛，普通投资者并没有真正获利，市场游戏规则也没有改变。这一次，如果“散户”想把英伟达当作撼动市场的支点，难度恐怕要远超想象！本周英伟达真能翻倍上涨吗？极端价格背后又是谁在操纵呢？不妨谈谈您的观点吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282027452637264,"gmtCreate":1709882863784,"gmtModify":1709882865604,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"认真努力去做，不然股价就要减肥了","listText":"认真努力去做，不然股价就要减肥了","text":"认真努力去做，不然股价就要减肥了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282027452637264","repostId":"1128720409","repostType":2,"repost":{"id":"1128720409","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":1709879376,"share":"https://www.laohu8.com/m/news/1128720409?lang=&edition=full","pubTime":"2024-03-08 14:29","market":"us","language":"zh","title":"期权大单 | 继续押涨，英伟达要破千？挤掉特斯拉，减肥药热辣滚烫","url":"https://stock-news.laohu8.com/highlight/detail?id=1128720409","media":"老虎资讯综合","summary":"周四美股期权市场成交42,851,737张合约，其中看涨合约占比59%，看跌合约占比41%。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周四，美股三大指数集体收涨，纳指创下新的盘中纪录高点，标普500指数创下收盘纪录新高。美股期权市场成交42,851,737张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达即将破千？</h3><p>特斯拉、英伟达、苹果依然排在个股成交的前三位。英伟达涨超4%再创新高，股价破900美元！市值达2.32万亿美元，与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>相差不足3000亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/823e43a85e36c127576048d1770a41c9\" title=\"\" tg-width=\"436\" tg-height=\"831\"/></p><p>期权成交方面，英伟达已经有1000美元行权价的布局，这将是一个重大的历史时刻，我们或许在周五或下周见证！</p><p><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240308 915.0 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240308%20915.0%20CALL\">$NVDA 20240308 915.0 CALL$</a></em> </p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84314af430c7cf0704fd385d0f6ad004\" title=\"\" tg-width=\"969\" tg-height=\"419\"/></p><h3 id=\"id_1007644994\">异动观察：超越特斯拉，这家公司热辣滚烫</h3><p>周四，减肥药“一哥”诺和诺德大涨近9%，该公司公布了其新型实验性减肥药物amycretin的早期试验数据，与已经名声大噪的Wegovy相比，amycretin的减肥效果更佳。受此消息带动，投资者热情高涨，将诺和诺德的股价推升至历史新高，市值升至5660亿美元的惊人水平，超越特斯拉和Visa。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7eecaab5945ca4697bf97bcbf2a50817\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>期权方面，诺和诺德的CALL单十分热辣滚烫，行权价高至150美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b910ad94d4b94c7c355e8a27c7253a01\" title=\"\" tg-width=\"967\" tg-height=\"412\"/></p><p>消息面上，诺和诺德表示，预计Wegovy将于今年获批在中国上市。这款产品最初将专注于自费购买的患者。而<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师本周更是表示，散户交易者已将关注点转向制药股，上周抛售了“七巨头”的大部分股票。</p><p>爱了这么多年的马斯克，就要被减肥药“取代”了？您怎么看，不妨在评论区聊聊吧。</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>期权大单 | 继续押涨，英伟达要破千？挤掉特斯拉，减肥药热辣滚烫</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{ 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}\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期权大单 | 继续押涨，英伟达要破千？挤掉特斯拉，减肥药热辣滚烫\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\">2024-03-08 14:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周四，美股三大指数集体收涨，纳指创下新的盘中纪录高点，标普500指数创下收盘纪录新高。美股期权市场成交42,851,737张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达即将破千？</h3><p>特斯拉、英伟达、苹果依然排在个股成交的前三位。英伟达涨超4%再创新高，股价破900美元！市值达2.32万亿美元，与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>相差不足3000亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/823e43a85e36c127576048d1770a41c9\" title=\"\" tg-width=\"436\" tg-height=\"831\"/></p><p>期权成交方面，英伟达已经有1000美元行权价的布局，这将是一个重大的历史时刻，我们或许在周五或下周见证！</p><p><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240308 915.0 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240308%20915.0%20CALL\">$NVDA 20240308 915.0 CALL$</a></em> </p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84314af430c7cf0704fd385d0f6ad004\" title=\"\" tg-width=\"969\" tg-height=\"419\"/></p><h3 id=\"id_1007644994\">异动观察：超越特斯拉，这家公司热辣滚烫</h3><p>周四，减肥药“一哥”诺和诺德大涨近9%，该公司公布了其新型实验性减肥药物amycretin的早期试验数据，与已经名声大噪的Wegovy相比，amycretin的减肥效果更佳。受此消息带动，投资者热情高涨，将诺和诺德的股价推升至历史新高，市值升至5660亿美元的惊人水平，超越特斯拉和Visa。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7eecaab5945ca4697bf97bcbf2a50817\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>期权方面，诺和诺德的CALL单十分热辣滚烫，行权价高至150美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b910ad94d4b94c7c355e8a27c7253a01\" title=\"\" tg-width=\"967\" tg-height=\"412\"/></p><p>消息面上，诺和诺德表示，预计Wegovy将于今年获批在中国上市。这款产品最初将专注于自费购买的患者。而<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师本周更是表示，散户交易者已将关注点转向制药股，上周抛售了“七巨头”的大部分股票。</p><p>爱了这么多年的马斯克，就要被减肥药“取代”了？您怎么看，不妨在评论区聊聊吧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/511b9adbfb304f83dd5e036e3c3eb59a","relate_stocks":{"NVDA":"英伟达","NVO":"诺和诺德"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128720409","content_text":"市场概览周四，美股三大指数集体收涨，纳指创下新的盘中纪录高点，标普500指数创下收盘纪录新高。美股期权市场成交42,851,737张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。期权成交观察：英伟达即将破千？特斯拉、英伟达、苹果依然排在个股成交的前三位。英伟达涨超4%再创新高，股价破900美元！市值达2.32万亿美元，与苹果相差不足3000亿美元。期权成交方面，英伟达已经有1000美元行权价的布局，这将是一个重大的历史时刻，我们或许在周五或下周见证！点击交易英伟达期权： $NVDA 20240308 915.0 CALL$ 异动观察：超越特斯拉，这家公司热辣滚烫周四，减肥药“一哥”诺和诺德大涨近9%，该公司公布了其新型实验性减肥药物amycretin的早期试验数据，与已经名声大噪的Wegovy相比，amycretin的减肥效果更佳。受此消息带动，投资者热情高涨，将诺和诺德的股价推升至历史新高，市值升至5660亿美元的惊人水平，超越特斯拉和Visa。期权方面，诺和诺德的CALL单十分热辣滚烫，行权价高至150美元。消息面上，诺和诺德表示，预计Wegovy将于今年获批在中国上市。这款产品最初将专注于自费购买的患者。而摩根大通分析师本周更是表示，散户交易者已将关注点转向制药股，上周抛售了“七巨头”的大部分股票。爱了这么多年的马斯克，就要被减肥药“取代”了？您怎么看，不妨在评论区聊聊吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279711211061336,"gmtCreate":1709310286494,"gmtModify":1709310287887,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 买英伟达","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 买英伟达","text":"$英伟达(NVDA)$ 买英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/279711211061336","isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279695145234712,"gmtCreate":1709306425112,"gmtModify":1709306426270,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 张忠谋：AI需求不是几千万片产能 是要更多晶圆厂","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 张忠谋：AI需求不是几千万片产能 是要更多晶圆厂","text":"$台积电(TSM)$ 张忠谋：AI需求不是几千万片产能 是要更多晶圆厂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279695145234712","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271163982778472,"gmtCreate":1707239906590,"gmtModify":1707239908452,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"巴菲特注资后，公司再回购股份，让股价涨更多","listText":"巴菲特注资后，公司再回购股份，让股价涨更多","text":"巴菲特注资后，公司再回购股份，让股价涨更多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271163982778472","repostId":"2409407824","repostType":2,"repost":{"id":"2409407824","pubTimestamp":1707232847,"share":"https://www.laohu8.com/m/news/2409407824?lang=&edition=full","pubTime":"2024-02-06 23:20","market":"hk","language":"zh","title":"三菱商事拟斥资5000亿日元回购至多10%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2409407824","media":"金融界","summary":"巴菲特注资的三菱商事周二宣布，计划斥资至多5000亿日元（约合33.7亿美元）回购至多10%的股份。该公司在一份声明中说，此次回购将在2月7日至9月30日之间进行。该公司还计划在10月31日注销该计划项下回购的所有股票。\n\n\r\n            责任编辑：史文瑞","content":"<html><body><div>\n<p>巴菲特注资的三菱商事周二宣布，计划斥资至多5000亿日元（约合33.7亿美元）回购至多10%的股份。</p><p>该公司在一份声明中说，此次回购将在2月7日至9月30日之间进行。该公司还计划在10月31日注销该计划项下回购的所有股票。</p>\n<div>\n<div>\r\n            责任编辑：史文瑞\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_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>三菱商事拟斥资5000亿日元回购至多10%股份</title>\n<style 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}\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三菱商事拟斥资5000亿日元回购至多10%股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-06 23:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2024/02/06232039465956.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特注资的三菱商事周二宣布，计划斥资至多5000亿日元（约合33.7亿美元）回购至多10%的股份。该公司在一份声明中说，此次回购将在2月7日至9月30日之间进行。该公司还计划在10月31日注销该计划项下回购的所有股票。\n\n\r\n            责任编辑：史文瑞</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/02/06232039465956.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0251142724.SGD":"Fidelity America A-SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4550":"红杉资本持仓","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1571399168.USD":"ALLSPRING GLOBAL 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INC"},"source_url":"https://usstock.jrj.com.cn/2024/02/06232039465956.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409407824","content_text":"巴菲特注资的三菱商事周二宣布，计划斥资至多5000亿日元（约合33.7亿美元）回购至多10%的股份。该公司在一份声明中说，此次回购将在2月7日至9月30日之间进行。该公司还计划在10月31日注销该计划项下回购的所有股票。\n\n\r\n            责任编辑：史文瑞","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271091168235760,"gmtCreate":1707222256096,"gmtModify":1707222257228,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 高点回跌幅度，还未超过一半","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 高点回跌幅度，还未超过一半","text":"$特斯拉(TSLA)$ 高点回跌幅度，还未超过一半","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271091168235760","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269594167951480,"gmtCreate":1706835708712,"gmtModify":1706835710159,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"产品设计性能，能否让使用者黏上","listText":"产品设计性能，能否让使用者黏上","text":"产品设计性能，能否让使用者黏上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269594167951480","repostId":"1178029246","repostType":2,"repost":{"id":"1178029246","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":1706825263,"share":"https://www.laohu8.com/m/news/1178029246?lang=&edition=full","pubTime":"2024-02-02 06:07","market":"us","language":"zh","title":"苹果Q4营收重返增长，大中华区收入跌幅比预期更差，盘后跌逾2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178029246","media":"老虎资讯综合","summary":"但大中华区收入208.2亿美元，同比降幅超过预期的235亿美元。财报显示，苹果季度营收1195.8亿美元，高于分析师预期的1179.7亿美元，营收重返同比增长，iPhone营收697亿美元，高于预期的685.5亿美元。苹果盘后一度涨1%，随后转跌近2%。苹果去年称，由于产品发布时间不同，iPad和可穿戴设备增长将环比大幅放缓。市场预计，作为苹果仅次于北美和欧洲的第三大销售市场，大中华区的整体季度收入将从239亿美元下降至235亿美元。","content":"<html><head></head><body><blockquote><p><strong>在年末最重要的节假日购物季，苹果季度收入在一年来首次增长，EPS和服务收入均创新高，iPhone销量好于预期且预计3月份季度继续增长。但大中华区疲软表现坐实华尔街对iPhone遭遇激烈竞争的销量担忧，库克承诺今年将宣布新的AI功能。有分析称，苹果正在经历库克十多年前就任CEO以来最动荡的时期之一。</strong></p></blockquote><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221788973225150483%22,%22type%22:1%7D\" title=\"直播 | 苹果业绩电话会\" target=\"_blank\" class=\"\">直播 | 苹果业绩电话会</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56973686c266222e259f8ce0e72e87e9\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>2月1日周四美股盘后，市值连续多日无缘3万亿美元大关的消费电子与科技巨头苹果发布了2024财年一季报（即2023自然年四季度业绩），与Meta和谷歌一道为大型科技股财报季收尾。</p><p style=\"text-align: justify;\">有分析指出，庞大市值令其约占标普500指数权重的7%，股价变动足以影响大盘表现，作为3C消费品巨头，这份恰逢年末重磅购物季的财报也能反映整体经济健康和消费支出意愿的线索。</p><p style=\"text-align: justify;\">苹果当季营收在一年以来首次重返同比增长，EPS创新高，且与iPhone销量均高于市场预期，服务收入连续四个季度创新高，但第三大市场大中华区的收入超预期同比下降约13%，证实市场担忧，盘后涨1%后转跌。</p><p><img src=\"https://static.tigerbbs.com/b704bef98d5aaf362e3fab118dc373b5\" alt=\"\"/></p><p style=\"text-align: justify;\">苹果还预计第二财季iPhone营收将与2023年同期类似，当时iPhone创下3月份季度的收入新高513亿美元，并同比增长了1.5%，这或代表iPhone销量将连续第三个季度同比增长。</p><p style=\"text-align: justify;\">周四苹果收涨1.3%，止步六日连跌并脱离两周低位，但2024年伊始累跌近3%，跑输标普500指数和纳指的同期累涨，在除去特斯拉之外的大型科技股中表现最差，2023年曾累涨49%。</p><p style=\"text-align: justify;\">华尔街大多数分析师对苹果持有乐观态度，在一份统计中，26人给予“买入”评级，12人评级“持有”，2人评级“跑输大盘”，平均目标价约为200美元，代表还有7%的涨幅空间。</p><h2 id=\"id_482350719\" style=\"text-align: start;\">营收重返增长，EPS创新高，库克称较上一季度实现“巨大提速”</h2><p style=\"text-align: justify;\">容纳了年末节假日购物季的苹果公司第一财季通常在一年中业绩最强，在2023年iPhone销售整体低迷之后，华尔街普遍预计苹果今年将恢复收入同比增长。</p><p style=\"text-align: justify;\">截至去年12月30日，苹果当季营收1195.8亿美元，较上年同期的1172亿美元增长2%，高于分析师预期的1179亿美元，并创2022财年四季度以来的首次增长，<strong>结束了总营收在2023财年连续四个季度同比下滑的颓势</strong>，去年是苹果自2001年以来首次连续四个季度营收均出现负增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0bc1cfe4fe32ef46497828d1ccd98ff\" title=\"\" tg-width=\"640\" tg-height=\"519\"/></p><p style=\"text-align: justify;\"><strong>苹果的盈利能力也明显增强</strong>，调整后EPS为每股收益2.18美元或同比增16%，高于预期的2.10美元并创历史最高。净利润同比增13%至339.2亿美元，高于预期的326亿美元，至少创2022财年一季度以来的两年最高。毛利率为45.9%，高于预期的45.3%和上个季度的45.2%。</p><p style=\"text-align: justify;\">有分析称，这得益于去年推出的iPhone 15系列销售反弹，以及高利润率的服务收入保持两位数百分比高速增长，个人电脑PC需求改善也推动Mac收入较上一季度显著增长。此外，当季的总体运营开支为144.8亿美元，弱于分析师预期的146.2亿美元。 </p><p style=\"text-align: justify;\">苹果CEO库克在财报声明中称，iPhone销量和服务收入创新高均推涨12月份季度总营收，活跃设备安装基数已超过22亿部，在所有产品和地理分区都再创历史新高。CFO梅斯特里（Luca Maestri）称，12月份季度产生了近400亿美元的运营现金流，并向股东返还近270亿美元。</p><p style=\"text-align: justify;\">库克还强调，EPS创新高的大背景是2024财年一季度比上年同期少了一个交易周，这说明公司的增长较2023自然年三季度实现了“巨大提速”。</p><h2 id=\"id_3191520915\" style=\"text-align: start;\">iPhone和服务亮眼，但iPad和可穿戴设备两位数下滑</h2><p style=\"text-align: justify;\">分业务来看，<strong>“拳头产品”、占苹果总收入一半的iPhone</strong>第一财季销售额为697亿美元，较上年同期的657.8亿美元同比增长约6%，高于预期的686亿美元，这是iPhone 15系列新机上市销售后的首个完整季度财报，代表销售势头良好。</p><p style=\"text-align: justify;\">Canalys的全球智能手机出货报告称，苹果去年四季度的市场份额为24%，超过三星的17%。IDC数据显示，2023全年苹果市场份额为20.1%，高于三星的19.4%，成为全球第一手机制造商。但一些分析师警告称，随着消费者的换机周期延长，iPhone销售或无法在2024年保持这种势头。</p><p style=\"text-align: justify;\"><strong>其他硬件中，</strong>占总营收10%的Mac电脑收入为77.8亿美元，同比增0.6%并略高于预期，去年三季度曾同比骤降近34%。iPad平板电脑收入为70.2亿美元，同比深跌25%或降超23亿美元，也弱于预期。包括无线耳机、智能手表和智能音箱的可穿戴设备、家居和配件收入为119.5亿美元，同比下跌11%，但好于市场预期的115亿美元。</p><p style=\"text-align: justify;\">但有分析称，今年3月苹果或发布新版iPad和Mac，有助于提高这两大产品线的未来销量。Mac收入重返增长也体现了全球PC需求回暖，Gartner统计显示，去年末苹果电脑的全球市场份额从9.4%增至10%。苹果去年称，由于产品发布时间不同，iPad和可穿戴设备增长将环比大幅放缓。</p><p style=\"text-align: justify;\"><strong>利润率最高且占总收入四分之一的服务收入为231.2亿美元，</strong>较上年同期的207.7亿美元同比增11.3%，尽管增速弱于上个季度的16.3%且不及预期，但连续四个季度创新高，并延续了上个季度两位数百分比的增幅趋势，2023自然年三季度之前曾连续四个季度录得个位数百分比的增长。</p><p style=\"text-align: justify;\">服务包括App Store应用商店、音频与视频流媒体Apple Music和Apple TV+、iCloud 存储、AppleCare保修、与谷歌搜索引擎许可协议的广告收入、Apple Pay和其他产品的支付费用等。在iPhone已成更成熟的产品后，服务是苹果业务多元化的重要领域，甚至更早反映消费需求趋势。</p><p style=\"text-align: justify;\">有分析称，服务收入受益于苹果App Store应用商店的用户不断增加、Apple TV+收视率显著提升，以及设备安装基数继续扩大。截至2023财年末，苹果服务的产品组合拥有超过10亿付费用户，媒体行业报告则显示，Apple TV+的消费量在2023年翻了一番，总收视率同比猛增42%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092f9a28b01f9b716b3496a5c94122f2\" title=\"\" tg-width=\"640\" tg-height=\"146\"/></p><p style=\"text-align: justify;\">库克今日也将服务增长归因于广告、云服务、支付和应用商店等产品。苹果的付费订阅用户超过10亿，其中包括通过App Store订阅应用程序。</p><p style=\"text-align: justify;\">他还称，好消息是苹果在中国城市最畅销的六款智能手机中占据了四席，而iPad销售额继续下滑是由于同比非常困难，2023年是iPad历史上首次没有发布新机型，2022年末则有两款更新。</p><h2 id=\"id_2207313474\" style=\"text-align: start;\">大中华区收入超预期下跌13%，CFO认为长期仍在中国存有重大机遇</h2><p style=\"text-align: justify;\">分地区来看，<strong>贡献了苹果20%年收入的大中华区收入在第一财季收入208.2亿美元，为2020年初以来最差的12月份季度表现，</strong>较上年同期的239亿美元同比下降12.9%，并逊于市场预期的235亿美元，上一季度曾同比下滑2.5%。但第一财季的收入仍环比增长了38%，显示iPhone 15新机发售仍有切实的业绩推动作用。</p><p style=\"text-align: justify;\">大中华区是仅次于北美和欧洲的苹果第三大销售市场，作为销量远超其他硬件产品的核心业务，iPhone的健康程度、特别是在大中华区的销售趋势将格外引人关注。</p><p style=\"text-align: justify;\">苹果CFO对媒体表示，公司对大中华区的表现不满意，<strong>但也知道中国是世界上竞争最激烈的智能手机市场，“从长远来看，我们仍然看到中国存在重大机遇”</strong>。</p><p style=\"text-align: justify;\">郭明錤最新研报较为悲观称，iPhone今年出货量或因结构性挑战而最多同比下降15%，将不敌加入AI技术的可折叠手机，过去几周在中国的每周出货量已同比剧减30%到40%：</p><blockquote><p style=\"text-align: justify;\">“苹果供应链目前显示，该公司预计2024自然年的iPhone出货量约为2亿部，等于比2023年下降约 15%。2024 年，苹果可能是全球主要手机品牌中跌幅最显著的。”</p></blockquote><p style=\"text-align: justify;\">而最大市场美洲地区的当季收入504.3亿美元，同比增长2.3%，环比增近26%或增加超100亿美元；第二大市场欧洲的收入为304亿美元，同比增9.8%、环比增35%；日本收入77.7亿美元，同比增15%、环比增41%；其他亚太地区收入101.6亿美元，同比增6.6%、环比增超60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76416d3fab5623b680779562588090df\" title=\"\" tg-width=\"640\" tg-height=\"140\"/></p><p style=\"text-align: justify;\"><strong>这说明去年末苹果仅在大中华区销量同比下滑，似乎坐实了华尔街的担忧</strong>，加速盘后股价下跌。</p><p style=\"text-align: justify;\">此前因担心iPhone在大中华区销量不佳，巴克莱、Piper Sandler和Redburn Atlantic等主流投行在新年伊始便颇为罕见地下调了苹果股票评级，Baird和瑞银也对苹果3月份季度的前景持谨慎态度。</p><h2 id=\"id_3235560442\" style=\"text-align: start;\">除了iPhone销量，还应关注混合现实头显开售和AI“军备竞赛”</h2><p style=\"text-align: justify;\">投资者将聚焦财报电话会上提供的未来季度业绩发展方向、周五开始在美国正式发售的Vision Pro混合现实头显设备，以及苹果的AI努力。<strong>库克在财报电话会上表示，苹果今年将围绕新的人工智能功能宣布声明。</strong></p><p style=\"text-align: justify;\"><strong>市场共识预期是起售价3500美元的Vision Pro不会带来大量初始收入，</strong>瑞银预计苹果今年出货约40万台头显设备，收入仅为“相对无关紧要的”14亿美元，也不会对盈利产生重大影响。</p><p style=\"text-align: justify;\">但作为自2015年智能手表问世以来的苹果公司近十年来首个全新产品类别，Vision Pro可能改善市场对苹果的信心，并确定该公司作为AR/VR主导技术创新者的地位，有利于驱动股价。</p><p style=\"text-align: justify;\">周二有报道称，自1月19日开放预购以来，这款头显设备几乎立即售罄，并共计售出约20万台。但“苹果最准分析师”、天风国际的郭明錤称，发货时间在48小时后保持稳定，说明Vision Pro仍是“一款非常小众的产品”，在铁杆粉丝下单后，看似爆发式的需求可能会“迅速减少”。</p><p style=\"text-align: justify;\"><strong>而在AI技术方面，苹果尚未具体宣布推出生成式人工智能产品，</strong>而是专注于机器学习以提高其自动完成功能的准确性。此前有报道称，苹果正努力将AI技术整合到未来产品中，库克在上一份财报时承认正“投入大量资金”投资生成式AI，但拒绝透露细节，只是说“会负责任研发”。</p><p style=\"text-align: justify;\">郭明錤曾预计，今年秋天推出的iPhone 16不太可能包括重大的设计变化，苹果要到2025年或更晚才会推出更加以人工智能为中心的设计，这可能会损害iPhone出货势头和生态系统的增长。</p><p style=\"text-align: justify;\">另有主流媒体上周问询的13名策略师和投资组合经理均表示，微软在人工智能领域的早期领先地位，将这家软件巨头的市值在未来五年内“决定性地领先于”苹果公司。Baker Avenue Wealth Management的首席策略师King Lip直言，苹果最依赖的iPhone已处于一个相当成熟的市场，该公司尚未详细说明将如何参与到人工智能军备竞赛。</p><h2 id=\"id_1550453309\" style=\"text-align: start;\">华尔街继续担心iPhone在大中华区的市场份额挑战，监管阻力也更大</h2><p style=\"text-align: justify;\">在年初下调评级的投行中，巴克莱担心苹果硬件销售疲软，Piper Sandler担心围绕苹果智能手表的专利争议以及反垄断诉讼等监管阻力，他们均指出了苹果在iPhone和服务领域的潜在弱点。</p><p style=\"text-align: justify;\">瑞银则称，中国的iPhone库存增加了200万至300万部，有助于苹果公司12月份季度收入超预期，但这将销售风险转移到了3月份所在季度，库存量可能比需求量高出15%至20%。</p><p style=\"text-align: justify;\">在看涨的阵营中，美国银行在两周前上调了苹果评级和目标价，称Vision Pro头显设备令公司拥有前景光明的人工智能产品路线图，将是未来增长的催化剂，服务领域前景也得以改善。</p><p style=\"text-align: justify;\">摩根士丹利也认为其基本面正在复苏，2024年可能带来巨大提升，因为这将是“苹果边缘人工智能（Edge AI）机会可能实现的一年”，“由LLM大语言模型支持的Siri 2.0和更广泛生成式AI支持的操作系统，有可能促进iPhone的换机升级周期。”</p><p style=\"text-align: justify;\">高盛将苹果评级为“买入”，并称应为其“下半年加速增长做好准备”，预计服务收入将受益于所有服务类别渗透率的不断提高，尤其是iCloud+，因为数据消费增长超过了设备存储，设备平均售价更高也令AppleCare+ 产品保险服务更受欢迎。</p><p style=\"text-align: justify;\">同样持有“增持”评级的摩根大通称，利润对苹果股价的影响将大于收入端，“iPhone的高端化、更高产品价格组合的推动作用，以及严格的成本管理正在帮助改善硬件利润率，服务组合的变化也将进一步促进利润率提高。”</p><p style=\"text-align: justify;\">Wedbush明星科技分析师Dan Ives则称，投资者对iPhone的销量担忧过头了，“到目前为止，iPhone 在中国的需求一直稳定，并将受益于高端手机的强劲升级需求，估计中国约有1亿部 iPhone 正处于升级机会的窗口期，有助于部分抵消中国市场本土品牌制造的竞争压力。”</p><p style=\"text-align: justify;\"><strong>在监管压力与法律挑战方面，苹果在2024年伊始确实“比较头大”。</strong></p><p style=\"text-align: justify;\">与医疗设备制造商Masimo的专利纠纷，令苹果多次停售使用血氧传感器的智能手表Apple Watch Series 9和Apple Watch Ultra 2，可能会影响苹果利润和占总营收超过10%的可穿戴设备收入。</p><p style=\"text-align: justify;\">而就在苹果每年收取数百亿美元让谷歌成为Safari中默认搜索引擎的协议可能面临风险之际，有报道称，美国司法部正在考虑是否应就iPhone涉嫌反竞争行为对苹果发起重大反垄断诉讼。</p><p style=\"text-align: justify;\">苹果目前正经历一些迄今为止最大的变革，准备对其在欧洲的应用商店政策进行重大修改，以遵守欧盟数字市场法案，例如将开始向第三方应用商店开放欧洲消费者的iPhone设备，并允许在设备上使用微软Xbox Cloud Gaming等游戏流媒体服务。</p><p style=\"text-align: justify;\"><strong>有分析称，苹果正在经历库克十多年前就任CEO以来最动荡的时期之一</strong>。</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>苹果Q4营收重返增长，大中华区收入跌幅比预期更差，盘后跌逾2%</title>\n<style 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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苹果Q4营收重返增长，大中华区收入跌幅比预期更差，盘后跌逾2%\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\">2024-02-02 06:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>在年末最重要的节假日购物季，苹果季度收入在一年来首次增长，EPS和服务收入均创新高，iPhone销量好于预期且预计3月份季度继续增长。但大中华区疲软表现坐实华尔街对iPhone遭遇激烈竞争的销量担忧，库克承诺今年将宣布新的AI功能。有分析称，苹果正在经历库克十多年前就任CEO以来最动荡的时期之一。</strong></p></blockquote><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221788973225150483%22,%22type%22:1%7D\" title=\"直播 | 苹果业绩电话会\" target=\"_blank\" class=\"\">直播 | 苹果业绩电话会</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56973686c266222e259f8ce0e72e87e9\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>2月1日周四美股盘后，市值连续多日无缘3万亿美元大关的消费电子与科技巨头苹果发布了2024财年一季报（即2023自然年四季度业绩），与Meta和谷歌一道为大型科技股财报季收尾。</p><p style=\"text-align: justify;\">有分析指出，庞大市值令其约占标普500指数权重的7%，股价变动足以影响大盘表现，作为3C消费品巨头，这份恰逢年末重磅购物季的财报也能反映整体经济健康和消费支出意愿的线索。</p><p style=\"text-align: justify;\">苹果当季营收在一年以来首次重返同比增长，EPS创新高，且与iPhone销量均高于市场预期，服务收入连续四个季度创新高，但第三大市场大中华区的收入超预期同比下降约13%，证实市场担忧，盘后涨1%后转跌。</p><p><img src=\"https://static.tigerbbs.com/b704bef98d5aaf362e3fab118dc373b5\" alt=\"\"/></p><p style=\"text-align: justify;\">苹果还预计第二财季iPhone营收将与2023年同期类似，当时iPhone创下3月份季度的收入新高513亿美元，并同比增长了1.5%，这或代表iPhone销量将连续第三个季度同比增长。</p><p style=\"text-align: justify;\">周四苹果收涨1.3%，止步六日连跌并脱离两周低位，但2024年伊始累跌近3%，跑输标普500指数和纳指的同期累涨，在除去特斯拉之外的大型科技股中表现最差，2023年曾累涨49%。</p><p style=\"text-align: justify;\">华尔街大多数分析师对苹果持有乐观态度，在一份统计中，26人给予“买入”评级，12人评级“持有”，2人评级“跑输大盘”，平均目标价约为200美元，代表还有7%的涨幅空间。</p><h2 id=\"id_482350719\" style=\"text-align: start;\">营收重返增长，EPS创新高，库克称较上一季度实现“巨大提速”</h2><p style=\"text-align: justify;\">容纳了年末节假日购物季的苹果公司第一财季通常在一年中业绩最强，在2023年iPhone销售整体低迷之后，华尔街普遍预计苹果今年将恢复收入同比增长。</p><p style=\"text-align: justify;\">截至去年12月30日，苹果当季营收1195.8亿美元，较上年同期的1172亿美元增长2%，高于分析师预期的1179亿美元，并创2022财年四季度以来的首次增长，<strong>结束了总营收在2023财年连续四个季度同比下滑的颓势</strong>，去年是苹果自2001年以来首次连续四个季度营收均出现负增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0bc1cfe4fe32ef46497828d1ccd98ff\" title=\"\" tg-width=\"640\" tg-height=\"519\"/></p><p style=\"text-align: justify;\"><strong>苹果的盈利能力也明显增强</strong>，调整后EPS为每股收益2.18美元或同比增16%，高于预期的2.10美元并创历史最高。净利润同比增13%至339.2亿美元，高于预期的326亿美元，至少创2022财年一季度以来的两年最高。毛利率为45.9%，高于预期的45.3%和上个季度的45.2%。</p><p style=\"text-align: justify;\">有分析称，这得益于去年推出的iPhone 15系列销售反弹，以及高利润率的服务收入保持两位数百分比高速增长，个人电脑PC需求改善也推动Mac收入较上一季度显著增长。此外，当季的总体运营开支为144.8亿美元，弱于分析师预期的146.2亿美元。 </p><p style=\"text-align: justify;\">苹果CEO库克在财报声明中称，iPhone销量和服务收入创新高均推涨12月份季度总营收，活跃设备安装基数已超过22亿部，在所有产品和地理分区都再创历史新高。CFO梅斯特里（Luca Maestri）称，12月份季度产生了近400亿美元的运营现金流，并向股东返还近270亿美元。</p><p style=\"text-align: justify;\">库克还强调，EPS创新高的大背景是2024财年一季度比上年同期少了一个交易周，这说明公司的增长较2023自然年三季度实现了“巨大提速”。</p><h2 id=\"id_3191520915\" style=\"text-align: start;\">iPhone和服务亮眼，但iPad和可穿戴设备两位数下滑</h2><p style=\"text-align: justify;\">分业务来看，<strong>“拳头产品”、占苹果总收入一半的iPhone</strong>第一财季销售额为697亿美元，较上年同期的657.8亿美元同比增长约6%，高于预期的686亿美元，这是iPhone 15系列新机上市销售后的首个完整季度财报，代表销售势头良好。</p><p style=\"text-align: justify;\">Canalys的全球智能手机出货报告称，苹果去年四季度的市场份额为24%，超过三星的17%。IDC数据显示，2023全年苹果市场份额为20.1%，高于三星的19.4%，成为全球第一手机制造商。但一些分析师警告称，随着消费者的换机周期延长，iPhone销售或无法在2024年保持这种势头。</p><p style=\"text-align: justify;\"><strong>其他硬件中，</strong>占总营收10%的Mac电脑收入为77.8亿美元，同比增0.6%并略高于预期，去年三季度曾同比骤降近34%。iPad平板电脑收入为70.2亿美元，同比深跌25%或降超23亿美元，也弱于预期。包括无线耳机、智能手表和智能音箱的可穿戴设备、家居和配件收入为119.5亿美元，同比下跌11%，但好于市场预期的115亿美元。</p><p style=\"text-align: justify;\">但有分析称，今年3月苹果或发布新版iPad和Mac，有助于提高这两大产品线的未来销量。Mac收入重返增长也体现了全球PC需求回暖，Gartner统计显示，去年末苹果电脑的全球市场份额从9.4%增至10%。苹果去年称，由于产品发布时间不同，iPad和可穿戴设备增长将环比大幅放缓。</p><p style=\"text-align: justify;\"><strong>利润率最高且占总收入四分之一的服务收入为231.2亿美元，</strong>较上年同期的207.7亿美元同比增11.3%，尽管增速弱于上个季度的16.3%且不及预期，但连续四个季度创新高，并延续了上个季度两位数百分比的增幅趋势，2023自然年三季度之前曾连续四个季度录得个位数百分比的增长。</p><p style=\"text-align: justify;\">服务包括App Store应用商店、音频与视频流媒体Apple Music和Apple TV+、iCloud 存储、AppleCare保修、与谷歌搜索引擎许可协议的广告收入、Apple Pay和其他产品的支付费用等。在iPhone已成更成熟的产品后，服务是苹果业务多元化的重要领域，甚至更早反映消费需求趋势。</p><p style=\"text-align: justify;\">有分析称，服务收入受益于苹果App Store应用商店的用户不断增加、Apple TV+收视率显著提升，以及设备安装基数继续扩大。截至2023财年末，苹果服务的产品组合拥有超过10亿付费用户，媒体行业报告则显示，Apple TV+的消费量在2023年翻了一番，总收视率同比猛增42%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092f9a28b01f9b716b3496a5c94122f2\" title=\"\" tg-width=\"640\" tg-height=\"146\"/></p><p style=\"text-align: justify;\">库克今日也将服务增长归因于广告、云服务、支付和应用商店等产品。苹果的付费订阅用户超过10亿，其中包括通过App Store订阅应用程序。</p><p style=\"text-align: justify;\">他还称，好消息是苹果在中国城市最畅销的六款智能手机中占据了四席，而iPad销售额继续下滑是由于同比非常困难，2023年是iPad历史上首次没有发布新机型，2022年末则有两款更新。</p><h2 id=\"id_2207313474\" style=\"text-align: start;\">大中华区收入超预期下跌13%，CFO认为长期仍在中国存有重大机遇</h2><p style=\"text-align: justify;\">分地区来看，<strong>贡献了苹果20%年收入的大中华区收入在第一财季收入208.2亿美元，为2020年初以来最差的12月份季度表现，</strong>较上年同期的239亿美元同比下降12.9%，并逊于市场预期的235亿美元，上一季度曾同比下滑2.5%。但第一财季的收入仍环比增长了38%，显示iPhone 15新机发售仍有切实的业绩推动作用。</p><p style=\"text-align: justify;\">大中华区是仅次于北美和欧洲的苹果第三大销售市场，作为销量远超其他硬件产品的核心业务，iPhone的健康程度、特别是在大中华区的销售趋势将格外引人关注。</p><p style=\"text-align: justify;\">苹果CFO对媒体表示，公司对大中华区的表现不满意，<strong>但也知道中国是世界上竞争最激烈的智能手机市场，“从长远来看，我们仍然看到中国存在重大机遇”</strong>。</p><p style=\"text-align: justify;\">郭明錤最新研报较为悲观称，iPhone今年出货量或因结构性挑战而最多同比下降15%，将不敌加入AI技术的可折叠手机，过去几周在中国的每周出货量已同比剧减30%到40%：</p><blockquote><p style=\"text-align: justify;\">“苹果供应链目前显示，该公司预计2024自然年的iPhone出货量约为2亿部，等于比2023年下降约 15%。2024 年，苹果可能是全球主要手机品牌中跌幅最显著的。”</p></blockquote><p style=\"text-align: justify;\">而最大市场美洲地区的当季收入504.3亿美元，同比增长2.3%，环比增近26%或增加超100亿美元；第二大市场欧洲的收入为304亿美元，同比增9.8%、环比增35%；日本收入77.7亿美元，同比增15%、环比增41%；其他亚太地区收入101.6亿美元，同比增6.6%、环比增超60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76416d3fab5623b680779562588090df\" title=\"\" tg-width=\"640\" tg-height=\"140\"/></p><p style=\"text-align: justify;\"><strong>这说明去年末苹果仅在大中华区销量同比下滑，似乎坐实了华尔街的担忧</strong>，加速盘后股价下跌。</p><p style=\"text-align: justify;\">此前因担心iPhone在大中华区销量不佳，巴克莱、Piper Sandler和Redburn Atlantic等主流投行在新年伊始便颇为罕见地下调了苹果股票评级，Baird和瑞银也对苹果3月份季度的前景持谨慎态度。</p><h2 id=\"id_3235560442\" style=\"text-align: start;\">除了iPhone销量，还应关注混合现实头显开售和AI“军备竞赛”</h2><p style=\"text-align: justify;\">投资者将聚焦财报电话会上提供的未来季度业绩发展方向、周五开始在美国正式发售的Vision Pro混合现实头显设备，以及苹果的AI努力。<strong>库克在财报电话会上表示，苹果今年将围绕新的人工智能功能宣布声明。</strong></p><p style=\"text-align: justify;\"><strong>市场共识预期是起售价3500美元的Vision Pro不会带来大量初始收入，</strong>瑞银预计苹果今年出货约40万台头显设备，收入仅为“相对无关紧要的”14亿美元，也不会对盈利产生重大影响。</p><p style=\"text-align: justify;\">但作为自2015年智能手表问世以来的苹果公司近十年来首个全新产品类别，Vision Pro可能改善市场对苹果的信心，并确定该公司作为AR/VR主导技术创新者的地位，有利于驱动股价。</p><p style=\"text-align: justify;\">周二有报道称，自1月19日开放预购以来，这款头显设备几乎立即售罄，并共计售出约20万台。但“苹果最准分析师”、天风国际的郭明錤称，发货时间在48小时后保持稳定，说明Vision Pro仍是“一款非常小众的产品”，在铁杆粉丝下单后，看似爆发式的需求可能会“迅速减少”。</p><p style=\"text-align: justify;\"><strong>而在AI技术方面，苹果尚未具体宣布推出生成式人工智能产品，</strong>而是专注于机器学习以提高其自动完成功能的准确性。此前有报道称，苹果正努力将AI技术整合到未来产品中，库克在上一份财报时承认正“投入大量资金”投资生成式AI，但拒绝透露细节，只是说“会负责任研发”。</p><p style=\"text-align: justify;\">郭明錤曾预计，今年秋天推出的iPhone 16不太可能包括重大的设计变化，苹果要到2025年或更晚才会推出更加以人工智能为中心的设计，这可能会损害iPhone出货势头和生态系统的增长。</p><p style=\"text-align: justify;\">另有主流媒体上周问询的13名策略师和投资组合经理均表示，微软在人工智能领域的早期领先地位，将这家软件巨头的市值在未来五年内“决定性地领先于”苹果公司。Baker Avenue Wealth Management的首席策略师King Lip直言，苹果最依赖的iPhone已处于一个相当成熟的市场，该公司尚未详细说明将如何参与到人工智能军备竞赛。</p><h2 id=\"id_1550453309\" style=\"text-align: start;\">华尔街继续担心iPhone在大中华区的市场份额挑战，监管阻力也更大</h2><p style=\"text-align: justify;\">在年初下调评级的投行中，巴克莱担心苹果硬件销售疲软，Piper Sandler担心围绕苹果智能手表的专利争议以及反垄断诉讼等监管阻力，他们均指出了苹果在iPhone和服务领域的潜在弱点。</p><p style=\"text-align: justify;\">瑞银则称，中国的iPhone库存增加了200万至300万部，有助于苹果公司12月份季度收入超预期，但这将销售风险转移到了3月份所在季度，库存量可能比需求量高出15%至20%。</p><p style=\"text-align: justify;\">在看涨的阵营中，美国银行在两周前上调了苹果评级和目标价，称Vision Pro头显设备令公司拥有前景光明的人工智能产品路线图，将是未来增长的催化剂，服务领域前景也得以改善。</p><p style=\"text-align: justify;\">摩根士丹利也认为其基本面正在复苏，2024年可能带来巨大提升，因为这将是“苹果边缘人工智能（Edge AI）机会可能实现的一年”，“由LLM大语言模型支持的Siri 2.0和更广泛生成式AI支持的操作系统，有可能促进iPhone的换机升级周期。”</p><p style=\"text-align: justify;\">高盛将苹果评级为“买入”，并称应为其“下半年加速增长做好准备”，预计服务收入将受益于所有服务类别渗透率的不断提高，尤其是iCloud+，因为数据消费增长超过了设备存储，设备平均售价更高也令AppleCare+ 产品保险服务更受欢迎。</p><p style=\"text-align: justify;\">同样持有“增持”评级的摩根大通称，利润对苹果股价的影响将大于收入端，“iPhone的高端化、更高产品价格组合的推动作用，以及严格的成本管理正在帮助改善硬件利润率，服务组合的变化也将进一步促进利润率提高。”</p><p style=\"text-align: justify;\">Wedbush明星科技分析师Dan Ives则称，投资者对iPhone的销量担忧过头了，“到目前为止，iPhone 在中国的需求一直稳定，并将受益于高端手机的强劲升级需求，估计中国约有1亿部 iPhone 正处于升级机会的窗口期，有助于部分抵消中国市场本土品牌制造的竞争压力。”</p><p style=\"text-align: justify;\"><strong>在监管压力与法律挑战方面，苹果在2024年伊始确实“比较头大”。</strong></p><p style=\"text-align: justify;\">与医疗设备制造商Masimo的专利纠纷，令苹果多次停售使用血氧传感器的智能手表Apple Watch Series 9和Apple Watch Ultra 2，可能会影响苹果利润和占总营收超过10%的可穿戴设备收入。</p><p style=\"text-align: justify;\">而就在苹果每年收取数百亿美元让谷歌成为Safari中默认搜索引擎的协议可能面临风险之际，有报道称，美国司法部正在考虑是否应就iPhone涉嫌反竞争行为对苹果发起重大反垄断诉讼。</p><p style=\"text-align: justify;\">苹果目前正经历一些迄今为止最大的变革，准备对其在欧洲的应用商店政策进行重大修改，以遵守欧盟数字市场法案，例如将开始向第三方应用商店开放欧洲消费者的iPhone设备，并允许在设备上使用微软Xbox Cloud Gaming等游戏流媒体服务。</p><p style=\"text-align: justify;\"><strong>有分析称，苹果正在经历库克十多年前就任CEO以来最动荡的时期之一</strong>。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178029246","content_text":"在年末最重要的节假日购物季，苹果季度收入在一年来首次增长，EPS和服务收入均创新高，iPhone销量好于预期且预计3月份季度继续增长。但大中华区疲软表现坐实华尔街对iPhone遭遇激烈竞争的销量担忧，库克承诺今年将宣布新的AI功能。有分析称，苹果正在经历库克十多年前就任CEO以来最动荡的时期之一。直播 | 苹果业绩电话会2月1日周四美股盘后，市值连续多日无缘3万亿美元大关的消费电子与科技巨头苹果发布了2024财年一季报（即2023自然年四季度业绩），与Meta和谷歌一道为大型科技股财报季收尾。有分析指出，庞大市值令其约占标普500指数权重的7%，股价变动足以影响大盘表现，作为3C消费品巨头，这份恰逢年末重磅购物季的财报也能反映整体经济健康和消费支出意愿的线索。苹果当季营收在一年以来首次重返同比增长，EPS创新高，且与iPhone销量均高于市场预期，服务收入连续四个季度创新高，但第三大市场大中华区的收入超预期同比下降约13%，证实市场担忧，盘后涨1%后转跌。苹果还预计第二财季iPhone营收将与2023年同期类似，当时iPhone创下3月份季度的收入新高513亿美元，并同比增长了1.5%，这或代表iPhone销量将连续第三个季度同比增长。周四苹果收涨1.3%，止步六日连跌并脱离两周低位，但2024年伊始累跌近3%，跑输标普500指数和纳指的同期累涨，在除去特斯拉之外的大型科技股中表现最差，2023年曾累涨49%。华尔街大多数分析师对苹果持有乐观态度，在一份统计中，26人给予“买入”评级，12人评级“持有”，2人评级“跑输大盘”，平均目标价约为200美元，代表还有7%的涨幅空间。营收重返增长，EPS创新高，库克称较上一季度实现“巨大提速”容纳了年末节假日购物季的苹果公司第一财季通常在一年中业绩最强，在2023年iPhone销售整体低迷之后，华尔街普遍预计苹果今年将恢复收入同比增长。截至去年12月30日，苹果当季营收1195.8亿美元，较上年同期的1172亿美元增长2%，高于分析师预期的1179亿美元，并创2022财年四季度以来的首次增长，结束了总营收在2023财年连续四个季度同比下滑的颓势，去年是苹果自2001年以来首次连续四个季度营收均出现负增长。苹果的盈利能力也明显增强，调整后EPS为每股收益2.18美元或同比增16%，高于预期的2.10美元并创历史最高。净利润同比增13%至339.2亿美元，高于预期的326亿美元，至少创2022财年一季度以来的两年最高。毛利率为45.9%，高于预期的45.3%和上个季度的45.2%。有分析称，这得益于去年推出的iPhone 15系列销售反弹，以及高利润率的服务收入保持两位数百分比高速增长，个人电脑PC需求改善也推动Mac收入较上一季度显著增长。此外，当季的总体运营开支为144.8亿美元，弱于分析师预期的146.2亿美元。 苹果CEO库克在财报声明中称，iPhone销量和服务收入创新高均推涨12月份季度总营收，活跃设备安装基数已超过22亿部，在所有产品和地理分区都再创历史新高。CFO梅斯特里（Luca Maestri）称，12月份季度产生了近400亿美元的运营现金流，并向股东返还近270亿美元。库克还强调，EPS创新高的大背景是2024财年一季度比上年同期少了一个交易周，这说明公司的增长较2023自然年三季度实现了“巨大提速”。iPhone和服务亮眼，但iPad和可穿戴设备两位数下滑分业务来看，“拳头产品”、占苹果总收入一半的iPhone第一财季销售额为697亿美元，较上年同期的657.8亿美元同比增长约6%，高于预期的686亿美元，这是iPhone 15系列新机上市销售后的首个完整季度财报，代表销售势头良好。Canalys的全球智能手机出货报告称，苹果去年四季度的市场份额为24%，超过三星的17%。IDC数据显示，2023全年苹果市场份额为20.1%，高于三星的19.4%，成为全球第一手机制造商。但一些分析师警告称，随着消费者的换机周期延长，iPhone销售或无法在2024年保持这种势头。其他硬件中，占总营收10%的Mac电脑收入为77.8亿美元，同比增0.6%并略高于预期，去年三季度曾同比骤降近34%。iPad平板电脑收入为70.2亿美元，同比深跌25%或降超23亿美元，也弱于预期。包括无线耳机、智能手表和智能音箱的可穿戴设备、家居和配件收入为119.5亿美元，同比下跌11%，但好于市场预期的115亿美元。但有分析称，今年3月苹果或发布新版iPad和Mac，有助于提高这两大产品线的未来销量。Mac收入重返增长也体现了全球PC需求回暖，Gartner统计显示，去年末苹果电脑的全球市场份额从9.4%增至10%。苹果去年称，由于产品发布时间不同，iPad和可穿戴设备增长将环比大幅放缓。利润率最高且占总收入四分之一的服务收入为231.2亿美元，较上年同期的207.7亿美元同比增11.3%，尽管增速弱于上个季度的16.3%且不及预期，但连续四个季度创新高，并延续了上个季度两位数百分比的增幅趋势，2023自然年三季度之前曾连续四个季度录得个位数百分比的增长。服务包括App Store应用商店、音频与视频流媒体Apple Music和Apple TV+、iCloud 存储、AppleCare保修、与谷歌搜索引擎许可协议的广告收入、Apple Pay和其他产品的支付费用等。在iPhone已成更成熟的产品后，服务是苹果业务多元化的重要领域，甚至更早反映消费需求趋势。有分析称，服务收入受益于苹果App Store应用商店的用户不断增加、Apple TV+收视率显著提升，以及设备安装基数继续扩大。截至2023财年末，苹果服务的产品组合拥有超过10亿付费用户，媒体行业报告则显示，Apple TV+的消费量在2023年翻了一番，总收视率同比猛增42%。库克今日也将服务增长归因于广告、云服务、支付和应用商店等产品。苹果的付费订阅用户超过10亿，其中包括通过App Store订阅应用程序。他还称，好消息是苹果在中国城市最畅销的六款智能手机中占据了四席，而iPad销售额继续下滑是由于同比非常困难，2023年是iPad历史上首次没有发布新机型，2022年末则有两款更新。大中华区收入超预期下跌13%，CFO认为长期仍在中国存有重大机遇分地区来看，贡献了苹果20%年收入的大中华区收入在第一财季收入208.2亿美元，为2020年初以来最差的12月份季度表现，较上年同期的239亿美元同比下降12.9%，并逊于市场预期的235亿美元，上一季度曾同比下滑2.5%。但第一财季的收入仍环比增长了38%，显示iPhone 15新机发售仍有切实的业绩推动作用。大中华区是仅次于北美和欧洲的苹果第三大销售市场，作为销量远超其他硬件产品的核心业务，iPhone的健康程度、特别是在大中华区的销售趋势将格外引人关注。苹果CFO对媒体表示，公司对大中华区的表现不满意，但也知道中国是世界上竞争最激烈的智能手机市场，“从长远来看，我们仍然看到中国存在重大机遇”。郭明錤最新研报较为悲观称，iPhone今年出货量或因结构性挑战而最多同比下降15%，将不敌加入AI技术的可折叠手机，过去几周在中国的每周出货量已同比剧减30%到40%：“苹果供应链目前显示，该公司预计2024自然年的iPhone出货量约为2亿部，等于比2023年下降约 15%。2024 年，苹果可能是全球主要手机品牌中跌幅最显著的。”而最大市场美洲地区的当季收入504.3亿美元，同比增长2.3%，环比增近26%或增加超100亿美元；第二大市场欧洲的收入为304亿美元，同比增9.8%、环比增35%；日本收入77.7亿美元，同比增15%、环比增41%；其他亚太地区收入101.6亿美元，同比增6.6%、环比增超60%。这说明去年末苹果仅在大中华区销量同比下滑，似乎坐实了华尔街的担忧，加速盘后股价下跌。此前因担心iPhone在大中华区销量不佳，巴克莱、Piper Sandler和Redburn Atlantic等主流投行在新年伊始便颇为罕见地下调了苹果股票评级，Baird和瑞银也对苹果3月份季度的前景持谨慎态度。除了iPhone销量，还应关注混合现实头显开售和AI“军备竞赛”投资者将聚焦财报电话会上提供的未来季度业绩发展方向、周五开始在美国正式发售的Vision Pro混合现实头显设备，以及苹果的AI努力。库克在财报电话会上表示，苹果今年将围绕新的人工智能功能宣布声明。市场共识预期是起售价3500美元的Vision Pro不会带来大量初始收入，瑞银预计苹果今年出货约40万台头显设备，收入仅为“相对无关紧要的”14亿美元，也不会对盈利产生重大影响。但作为自2015年智能手表问世以来的苹果公司近十年来首个全新产品类别，Vision Pro可能改善市场对苹果的信心，并确定该公司作为AR/VR主导技术创新者的地位，有利于驱动股价。周二有报道称，自1月19日开放预购以来，这款头显设备几乎立即售罄，并共计售出约20万台。但“苹果最准分析师”、天风国际的郭明錤称，发货时间在48小时后保持稳定，说明Vision Pro仍是“一款非常小众的产品”，在铁杆粉丝下单后，看似爆发式的需求可能会“迅速减少”。而在AI技术方面，苹果尚未具体宣布推出生成式人工智能产品，而是专注于机器学习以提高其自动完成功能的准确性。此前有报道称，苹果正努力将AI技术整合到未来产品中，库克在上一份财报时承认正“投入大量资金”投资生成式AI，但拒绝透露细节，只是说“会负责任研发”。郭明錤曾预计，今年秋天推出的iPhone 16不太可能包括重大的设计变化，苹果要到2025年或更晚才会推出更加以人工智能为中心的设计，这可能会损害iPhone出货势头和生态系统的增长。另有主流媒体上周问询的13名策略师和投资组合经理均表示，微软在人工智能领域的早期领先地位，将这家软件巨头的市值在未来五年内“决定性地领先于”苹果公司。Baker Avenue Wealth Management的首席策略师King Lip直言，苹果最依赖的iPhone已处于一个相当成熟的市场，该公司尚未详细说明将如何参与到人工智能军备竞赛。华尔街继续担心iPhone在大中华区的市场份额挑战，监管阻力也更大在年初下调评级的投行中，巴克莱担心苹果硬件销售疲软，Piper Sandler担心围绕苹果智能手表的专利争议以及反垄断诉讼等监管阻力，他们均指出了苹果在iPhone和服务领域的潜在弱点。瑞银则称，中国的iPhone库存增加了200万至300万部，有助于苹果公司12月份季度收入超预期，但这将销售风险转移到了3月份所在季度，库存量可能比需求量高出15%至20%。在看涨的阵营中，美国银行在两周前上调了苹果评级和目标价，称Vision Pro头显设备令公司拥有前景光明的人工智能产品路线图，将是未来增长的催化剂，服务领域前景也得以改善。摩根士丹利也认为其基本面正在复苏，2024年可能带来巨大提升，因为这将是“苹果边缘人工智能（Edge AI）机会可能实现的一年”，“由LLM大语言模型支持的Siri 2.0和更广泛生成式AI支持的操作系统，有可能促进iPhone的换机升级周期。”高盛将苹果评级为“买入”，并称应为其“下半年加速增长做好准备”，预计服务收入将受益于所有服务类别渗透率的不断提高，尤其是iCloud+，因为数据消费增长超过了设备存储，设备平均售价更高也令AppleCare+ 产品保险服务更受欢迎。同样持有“增持”评级的摩根大通称，利润对苹果股价的影响将大于收入端，“iPhone的高端化、更高产品价格组合的推动作用，以及严格的成本管理正在帮助改善硬件利润率，服务组合的变化也将进一步促进利润率提高。”Wedbush明星科技分析师Dan Ives则称，投资者对iPhone的销量担忧过头了，“到目前为止，iPhone 在中国的需求一直稳定，并将受益于高端手机的强劲升级需求，估计中国约有1亿部 iPhone 正处于升级机会的窗口期，有助于部分抵消中国市场本土品牌制造的竞争压力。”在监管压力与法律挑战方面，苹果在2024年伊始确实“比较头大”。与医疗设备制造商Masimo的专利纠纷，令苹果多次停售使用血氧传感器的智能手表Apple Watch Series 9和Apple Watch Ultra 2，可能会影响苹果利润和占总营收超过10%的可穿戴设备收入。而就在苹果每年收取数百亿美元让谷歌成为Safari中默认搜索引擎的协议可能面临风险之际，有报道称，美国司法部正在考虑是否应就iPhone涉嫌反竞争行为对苹果发起重大反垄断诉讼。苹果目前正经历一些迄今为止最大的变革，准备对其在欧洲的应用商店政策进行重大修改，以遵守欧盟数字市场法案，例如将开始向第三方应用商店开放欧洲消费者的iPhone设备，并允许在设备上使用微软Xbox Cloud Gaming等游戏流媒体服务。有分析称，苹果正在经历库克十多年前就任CEO以来最动荡的时期之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251984525987912,"gmtCreate":1702537937565,"gmtModify":1702537939131,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"卖PUT收取权利金，及可以抵接买股","listText":"卖PUT收取权利金，及可以抵接买股","text":"卖PUT收取权利金，及可以抵接买股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251984525987912","repostId":"1172627855","repostType":2,"repost":{"id":"1172627855","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":1702535293,"share":"https://www.laohu8.com/m/news/1172627855?lang=&edition=full","pubTime":"2023-12-14 14:28","market":"us","language":"zh","title":"期权大单 | 伴随“鸽声”，押注“人类首家4万亿美元市值公司”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1172627855","media":"老虎资讯综合","summary":"周三美股期权市场成交49,072,676张合约，看涨合约占比59%，看跌合约占比41%。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><ul style=\"\"><li><p>美东时间周三，美股三大股指集体收涨，道指创下历史新高，纳指、标普500指数创去年年初以来新高。</p></li><li><p><strong>宏观层面，美联储如预期按兵不动，公布的点阵图显示本轮加息周期已完成，官员们预计2024年将降息三次。在随后鲍的新闻发布会上，鲍威尔表示“降息已开始进入视野”，决策者正在思考、讨论何时降息合适。</strong></p></li><li><p>美股期权市场成交49,072,676张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。</p></li></ul><h3 id=\"id_680536718\">期权成交观察：人类首家4万亿美元市值公司已经起跑？</h3><p>个股期权方面，特斯拉依旧排名第一。英伟达紧随其后，苹果升至个股排行第三位。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8c798a0848a77f4bd14f86fee10a9a\" title=\"\" tg-width=\"434\" tg-height=\"834\"/></p><p>周三，全球市值最高公司——苹果涨近2%，市值超过3万亿美元。2023年迄今，苹果市值增长已超过1万亿美元，涨幅52%。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0505706f80f980dcc389c888f945e512\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">按照Wedbush分析师Dan Ives的预计，<strong>随着美国货币政策转向、Vision Pro上市、iPhone 16上市等一系列利好因素来临，苹果公司可能会在2024年成为历史上首家市值突破4万亿美元的公司！</strong></p><p style=\"text-align: justify;\">Ives预计，苹果今年的 iPhone 交付量将超过华尔街预期的 2.2 亿至 2.3 亿部。并且，目前全球约有 2.4 亿部 iPhone 正处于 iPhone 15 的升级窗口期，而且服务需求将在 2024 财年重新加速。</p><p>在期权成交方面，我们看到昨日的布局相对谨慎，周内看涨单的行权价高点在202.5美元，190美元似乎被认为是一个较为安全的位置。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7caede0f58d11fc7d72890f1d6b750b7\" title=\"\" tg-width=\"649\" tg-height=\"421\"/></p><p style=\"text-align: justify;\">不太乐观的一面是，与上年同期相比，苹果公司 2023 财年每个季度的营收都在下降。上个月，苹果预测假日季度的销售额将与去年持平，令一些投资者感到失望。</p><p style=\"text-align: justify;\">因此，4万亿美元市值即使成真，也不会是一蹴而就的事情，大概率需要长时间的震荡波动。不过，这也给期权操作留下了充裕的空间，既可以享受波段收益，也可以布局长线趋势，还能尽量对冲风险。</p><p><strong>点击交易苹果公司期权：<a class=\"teditor-mention\" data-mention-id=\"AAPL 20231215 192.5 CALL\" data-mention-name=\"AAPL\" href=\"https://laohu8.com/OPT/AAPL%2020231215%20192.5%20CALL\">$AAPL 20231215 192.5 CALL$</a></strong></p><p>您会按照4万亿美元的光辉前景，去布局苹果股票期权吗？</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>期权大单 | 伴随“鸽声”，押注“人类首家4万亿美元市值公司”？</title>\n<style 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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期权大单 | 伴随“鸽声”，押注“人类首家4万亿美元市值公司”？\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\">2023-12-14 14:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><ul style=\"\"><li><p>美东时间周三，美股三大股指集体收涨，道指创下历史新高，纳指、标普500指数创去年年初以来新高。</p></li><li><p><strong>宏观层面，美联储如预期按兵不动，公布的点阵图显示本轮加息周期已完成，官员们预计2024年将降息三次。在随后鲍的新闻发布会上，鲍威尔表示“降息已开始进入视野”，决策者正在思考、讨论何时降息合适。</strong></p></li><li><p>美股期权市场成交49,072,676张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。</p></li></ul><h3 id=\"id_680536718\">期权成交观察：人类首家4万亿美元市值公司已经起跑？</h3><p>个股期权方面，特斯拉依旧排名第一。英伟达紧随其后，苹果升至个股排行第三位。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8c798a0848a77f4bd14f86fee10a9a\" title=\"\" tg-width=\"434\" tg-height=\"834\"/></p><p>周三，全球市值最高公司——苹果涨近2%，市值超过3万亿美元。2023年迄今，苹果市值增长已超过1万亿美元，涨幅52%。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0505706f80f980dcc389c888f945e512\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">按照Wedbush分析师Dan Ives的预计，<strong>随着美国货币政策转向、Vision Pro上市、iPhone 16上市等一系列利好因素来临，苹果公司可能会在2024年成为历史上首家市值突破4万亿美元的公司！</strong></p><p style=\"text-align: justify;\">Ives预计，苹果今年的 iPhone 交付量将超过华尔街预期的 2.2 亿至 2.3 亿部。并且，目前全球约有 2.4 亿部 iPhone 正处于 iPhone 15 的升级窗口期，而且服务需求将在 2024 财年重新加速。</p><p>在期权成交方面，我们看到昨日的布局相对谨慎，周内看涨单的行权价高点在202.5美元，190美元似乎被认为是一个较为安全的位置。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7caede0f58d11fc7d72890f1d6b750b7\" title=\"\" tg-width=\"649\" tg-height=\"421\"/></p><p style=\"text-align: justify;\">不太乐观的一面是，与上年同期相比，苹果公司 2023 财年每个季度的营收都在下降。上个月，苹果预测假日季度的销售额将与去年持平，令一些投资者感到失望。</p><p style=\"text-align: justify;\">因此，4万亿美元市值即使成真，也不会是一蹴而就的事情，大概率需要长时间的震荡波动。不过，这也给期权操作留下了充裕的空间，既可以享受波段收益，也可以布局长线趋势，还能尽量对冲风险。</p><p><strong>点击交易苹果公司期权：<a class=\"teditor-mention\" data-mention-id=\"AAPL 20231215 192.5 CALL\" data-mention-name=\"AAPL\" href=\"https://laohu8.com/OPT/AAPL%2020231215%20192.5%20CALL\">$AAPL 20231215 192.5 CALL$</a></strong></p><p>您会按照4万亿美元的光辉前景，去布局苹果股票期权吗？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40ec3def981bd8ed848cbde61f044f04","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172627855","content_text":"市场概览美东时间周三，美股三大股指集体收涨，道指创下历史新高，纳指、标普500指数创去年年初以来新高。宏观层面，美联储如预期按兵不动，公布的点阵图显示本轮加息周期已完成，官员们预计2024年将降息三次。在随后鲍的新闻发布会上，鲍威尔表示“降息已开始进入视野”，决策者正在思考、讨论何时降息合适。美股期权市场成交49,072,676张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。期权成交观察：人类首家4万亿美元市值公司已经起跑？个股期权方面，特斯拉依旧排名第一。英伟达紧随其后，苹果升至个股排行第三位。周三，全球市值最高公司——苹果涨近2%，市值超过3万亿美元。2023年迄今，苹果市值增长已超过1万亿美元，涨幅52%。按照Wedbush分析师Dan Ives的预计，随着美国货币政策转向、Vision Pro上市、iPhone 16上市等一系列利好因素来临，苹果公司可能会在2024年成为历史上首家市值突破4万亿美元的公司！Ives预计，苹果今年的 iPhone 交付量将超过华尔街预期的 2.2 亿至 2.3 亿部。并且，目前全球约有 2.4 亿部 iPhone 正处于 iPhone 15 的升级窗口期，而且服务需求将在 2024 财年重新加速。在期权成交方面，我们看到昨日的布局相对谨慎，周内看涨单的行权价高点在202.5美元，190美元似乎被认为是一个较为安全的位置。不太乐观的一面是，与上年同期相比，苹果公司 2023 财年每个季度的营收都在下降。上个月，苹果预测假日季度的销售额将与去年持平，令一些投资者感到失望。因此，4万亿美元市值即使成真，也不会是一蹴而就的事情，大概率需要长时间的震荡波动。不过，这也给期权操作留下了充裕的空间，既可以享受波段收益，也可以布局长线趋势，还能尽量对冲风险。点击交易苹果公司期权：$AAPL 20231215 192.5 CALL$您会按照4万亿美元的光辉前景，去布局苹果股票期权吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251103788208320,"gmtCreate":1702312717532,"gmtModify":1702312719349,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"美降息时间如延后，股价就可能下跌修正","listText":"美降息时间如延后，股价就可能下跌修正","text":"美降息时间如延后，股价就可能下跌修正","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251103788208320","repostId":"2390805732","repostType":2,"repost":{"id":"2390805732","pubTimestamp":1702277124,"share":"https://www.laohu8.com/m/news/2390805732?lang=&edition=full","pubTime":"2023-12-11 14:45","market":"us","language":"zh","title":"明年美股怎么走？仍需看七大科技巨头AI盈利“脸色”","url":"https://stock-news.laohu8.com/highlight/detail?id=2390805732","media":"智通财经","summary":"“我不是在呼吁明年扩大市盈率;回报必须来自那些真正实现更高利润的公司。”这些公司在第三季度刚刚实现了创纪录的990亿美元利润。这家芯片制造商预计今年将产生约280亿美元的利润，远高于去年的约44亿美元。大型科技公司利润增长将放缓其他大型科技股尚未显示出多少人工智能方面的进展。股价的上涨速度超过了盈利预期。“认为这一趋势已经见顶是徒劳无益的，”Segner表示。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/161125\">标普500</a>指数的命运越来越取决于少数几家最大的科技公司能否利用人工智能(AI)投资获得更高的利润。</p><p>智通财经APP了解到，包括<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)在内的七家公司贡献了该指数今年约四分之三的涨幅。投资者痴迷于人工智能颠覆大部分经济领域的潜力，推动了大型科技股上涨。这些科技巨头的估值很高，平均市盈率为32倍，它们兑现人工智能盈利承诺的压力越来越大。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>证券公司首席执行官Mark Lehmann表示:“我们越来越接近这样一个时刻，即那些声称与人工智能相关的公司必须开始展示它们的利润。”“我不是在呼吁明年扩大市盈率;回报必须来自那些真正实现更高利润的公司。”</p><p>这些公司在第三季度刚刚实现了创纪录的990亿美元利润。如今，人们对这些公司提出了更多的要求，表明这些今年市值增加了约5万亿美元的股票的风险有多高。它们在标普500指数中占比接近30%，对该指数的影响力比以往任何时候都大。</p><p>英伟达是唯一一家由于对人工智能的需求而实现业绩大幅增长的大型公司。这家芯片制造商预计今年将产生约280亿美元的利润，远高于去年的约44亿美元。大部分收益来自所谓的加速器芯片的销售，这些芯片用于训练支持ChatGPT等应用程序的大语言模型。</p><p><strong>大型科技公司利润增长将放缓</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ecd1dbde0c5c82dea875f9089c78e94\" title=\"\" tg-width=\"735\" tg-height=\"416\"/></p><p>其他大型科技股尚未显示出多少人工智能方面的进展。由于向ChatGPT的开发商OpenAI投资了130亿美元，微软可以说是在人工智能领域处于第二有利地位的公司，但在截至6月份的财年中，微软的收益略低于上一财年。对于下一财年，分析师平均预计该公司收益将增长17%。</p><p>股价的上涨速度超过了盈利预期。这7家公司的平均预期市盈率高于年初的约21倍，但低于7月份36倍的峰值。有些公司，比如Facebook的母公司<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>(META.US)，市盈率只有19倍，相对便宜。另一方面，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)是估值最高的公司，市盈率为63倍。</p><p><strong>大型科技公司估值重返高位</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e63b3df25e885c8cf8d81892d1086ab7\" title=\"\" tg-width=\"835\" tg-height=\"468\"/></p><p>一些投资者认为，这些估值水平可能太低了。Jennison Associates的科技股投资组合经理Nick Rubinstein相信，人工智能带来的利润将帮助一些大型科技股在当前价格下看起来很划算。</p><p>他表示:“我现在比很长一段时间都更兴奋。”“很多行业都能从中受益，而人工智能的军火商应该会受益更多。”</p><p>七大科技巨头还包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet (GOOG.US)。这些巨头以及标普500指数的未来涨幅，至少在一定程度上取决于宏观背景。投资者对前景感到乐观:美国将避免陷入衰退，美联储最早将在2024年上半年降息。</p><p>许多人不愿预测科技股明年会下跌。但Leuthold Group的高级研究分析师兼联席投资组合经理Phil Segner表示，即使这些股票不下跌，在估值已经如此之高的情况下，尚不清楚它们还能上涨多少。例如，英伟达股价在2023年下半年的大部分时间里都在区间内徘徊，尽管该公司利润大幅增长。</p><p>“认为这一趋势已经见顶是徒劳无益的，”Segner表示。“我不能说这种情况会持续到明年，但在某个时候，我认为人们应该意识到这些股票在他们的投资组合中存在的风险。”</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\" 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href=http://www.zhitongcaijing.com/content/detail/1036002.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>标普500指数的命运越来越取决于少数几家最大的科技公司能否利用人工智能(AI)投资获得更高的利润。智通财经APP了解到，包括微软(MSFT.US)和英伟达(NVDA.US)在内的七家公司贡献了该指数今年约四分之三的涨幅。投资者痴迷于人工智能颠覆大部分经济领域的潜力，推动了大型科技股上涨。这些科技巨头的估值很高，平均市盈率为32倍，它们兑现人工智能盈利承诺的压力越来越大。摩根大通证券公司首席执行官...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1036002.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/5c6ddc2efddc6392ca684fe92cf49da2","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4549":"软银资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND 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Lehmann表示:“我们越来越接近这样一个时刻，即那些声称与人工智能相关的公司必须开始展示它们的利润。”“我不是在呼吁明年扩大市盈率;回报必须来自那些真正实现更高利润的公司。”这些公司在第三季度刚刚实现了创纪录的990亿美元利润。如今，人们对这些公司提出了更多的要求，表明这些今年市值增加了约5万亿美元的股票的风险有多高。它们在标普500指数中占比接近30%，对该指数的影响力比以往任何时候都大。英伟达是唯一一家由于对人工智能的需求而实现业绩大幅增长的大型公司。这家芯片制造商预计今年将产生约280亿美元的利润，远高于去年的约44亿美元。大部分收益来自所谓的加速器芯片的销售，这些芯片用于训练支持ChatGPT等应用程序的大语言模型。大型科技公司利润增长将放缓其他大型科技股尚未显示出多少人工智能方面的进展。由于向ChatGPT的开发商OpenAI投资了130亿美元，微软可以说是在人工智能领域处于第二有利地位的公司，但在截至6月份的财年中，微软的收益略低于上一财年。对于下一财年，分析师平均预计该公司收益将增长17%。股价的上涨速度超过了盈利预期。这7家公司的平均预期市盈率高于年初的约21倍，但低于7月份36倍的峰值。有些公司，比如Facebook的母公司Meta Platforms(META.US)，市盈率只有19倍，相对便宜。另一方面，特斯拉(TSLA.US)是估值最高的公司，市盈率为63倍。大型科技公司估值重返高位一些投资者认为，这些估值水平可能太低了。Jennison Associates的科技股投资组合经理Nick Rubinstein相信，人工智能带来的利润将帮助一些大型科技股在当前价格下看起来很划算。他表示:“我现在比很长一段时间都更兴奋。”“很多行业都能从中受益，而人工智能的军火商应该会受益更多。”七大科技巨头还包括苹果(AAPL.US)、亚马逊(AMZN.US)和谷歌母公司Alphabet (GOOG.US)。这些巨头以及标普500指数的未来涨幅，至少在一定程度上取决于宏观背景。投资者对前景感到乐观:美国将避免陷入衰退，美联储最早将在2024年上半年降息。许多人不愿预测科技股明年会下跌。但Leuthold Group的高级研究分析师兼联席投资组合经理Phil Segner表示，即使这些股票不下跌，在估值已经如此之高的情况下，尚不清楚它们还能上涨多少。例如，英伟达股价在2023年下半年的大部分时间里都在区间内徘徊，尽管该公司利润大幅增长。“认为这一趋势已经见顶是徒劳无益的，”Segner表示。“我不能说这种情况会持续到明年，但在某个时候，我认为人们应该意识到这些股票在他们的投资组合中存在的风险。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251053956833528,"gmtCreate":1702300668384,"gmtModify":1702300669910,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"中国市场抵过众多市场","listText":"中国市场抵过众多市场","text":"中国市场抵过众多市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251053956833528","repostId":"2390806943","repostType":2,"repost":{"id":"2390806943","pubTimestamp":1702280100,"share":"https://www.laohu8.com/m/news/2390806943?lang=&edition=full","pubTime":"2023-12-11 15:35","market":"us","language":"zh","title":"为寻求创收新引擎，英伟达发力布局东南亚市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2390806943","media":"智通财经网","summary":"英伟达已经将目光瞄准东南亚市场。","content":"<html><head></head><body><p>全球AI芯片领导者<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在周一表示，该公司计划在未来全面扩大与越南最顶尖科技公司的合作规模，并且支持越南培训开发人工智能和数字基础设施相关的顶尖人才。在全球AI浪潮助力下，英伟达为全球数据中心提供A100/H100芯片的业务部门——数据中心业务部门Q3创造的营收达到145亿美元，较上年同期增长约279%，因此，为了全面抓住全球企业布局生成式AI的大趋势，以及保持强劲业绩增速，英伟达当前正在寻找全新的创收引擎。目前，英伟达已经将目光瞄准东南亚市场。</p><p>据了解，白宫9月发布的一份文件显示，美国政府全面升级与越南的外交关系。英伟达表示，目前已经在越南投资了2.5亿美元，并且该公司已经与越南国内领先的科技公司合作，在云计算、汽车制造和医疗保健行业全面部署人工智能。</p><p>“越南已经是我们的合作伙伴，我们在这里有数百万规模的客户群体，”英伟达首席执行官黄仁勋(Jensen Huang)在越南河内的一次活动中表示，这是他首次访问越南。</p><p>“越南和英伟达将加深我们的合作关系以及合作规模，Viettel、FPT、Vingroup、VNG是英伟达最希望全面扩大合作规模的合作伙伴，”黄仁勋表示，并补充称，英伟达将支持越南的人工智能人才培训计划以及相关的基础设施建设。</p><p>据媒体报道称，英伟达还将于周一与越南一些科技公司和一些政府部门讨论芯片领域的合作协议。</p><p>黄仁勋此次访问越南正值越南试图将该国的高科技产业链全面扩展到芯片设计以及寻求在芯片制造领域占领一席之地。在周一的活动中，越南计划与投资部部长阮志勇表示，越南一直在准备相关机制和激励措施，以吸引芯片领域和人工智能行业的重磅投资项目。</p><p>此外，据媒体报道，在周日与越南总理范明政会晤后，英伟达CEO黄仁勋提议在越南建立一个研发基地，越南计划与投资部部长阮志勇几乎同一时间也提议让英伟达考虑在越南建立一部分与研发相关的基础设施。</p><p><strong>抓住大趋势! 英伟达近期加大力度布局东南亚市场</strong></p><p>据了解，在英伟达表示将扩大与越南的合作伙伴关系之前，英伟达已经与马来西亚企业集团YTL就数据中心交易进行深入谈判，近期英伟达的这些举动显示这家市值超过1万亿美元的美国芯片巨头正在东南亚地区寻求更大规模的芯片业务范围，全面抓住全球企业布局生成式AI的大趋势。</p><p>随着AI技术不断突破，以及AI与应用融合趋于完善，全球各企业竞相布局以生成式人工智能为代表的先进技术，帮助企业实现赋能新业务，以及优化决策流程和经营效率，从而催生出对人工智能更多元的定制化需求。IDC最新数据显示，2022年全球人工智能IT总投资规模为1288亿美元，预计2027年增至4236亿美元，五年复合增长率(CAGR)约为26.9%。</p><p>媒体报道称，英伟达与马来西亚企业集团YTL的潜在合作将包括在云基础设施方面的合作，并可能以YTL位于马来西亚南部柔佛州(Johor)的数据中心为基础。柔佛州与另一东南亚国家新加坡接壤。</p><p>据媒体报道，该数据中心预计将于2024年中期正式投入运营，并且将大量部署英伟达H100 GPU，寻求利用英伟达的重要基础硬件来构建基于马来西亚本地语言的大语言模型(LLM)。</p><p>值得注意的是，马来西亚是东南亚重要数据中心<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>之一，并且该国正迎来人工智能和芯片制造业快速发展新阶段。近年来，包括<a href=\"https://laohu8.com/S/INTC\">英特尔</a>和<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>在内的全球顶级芯片制造公司已向该国投资数十亿美元。</p><p>“YTL是一家非凡的公司，马来西亚是东南亚云计算基础设施的重要枢纽，这需要获得土地，设施和电力，而YTL可以在其中发挥重要作用，”黄仁勋在新闻发布会上表示。“无论以何种方式与YTL合作，对我们来说都是一种荣幸。”</p><p>对于英伟达来说，东南亚作为“成长中的科技中心”市场正变得越来越重要。黄仁勋表示，英伟达正在考虑在新加坡或马来西亚支持建设与人工智能基础设施有关的项目。黄仁勋在近期曾表示，可能将在新加坡“宣布一些大型投资计划”。</p><p>在截至10月份的季度业绩中，英伟达来自新加坡的营收同比增长401%至约27亿美元，占总营收的15%。据了解，来自美国和中国科技巨头的许多亚洲总部都设立在新加坡，人工智能<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>超过1100家。黄仁勋还表示，英伟达寻求与马来西亚大约80家初创公司进行合作。</p></body></html>","source":"highlight_zhitongcaijin","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 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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为寻求创收新引擎，英伟达发力布局东南亚市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-11 15:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1036171.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球AI芯片领导者英伟达在周一表示，该公司计划在未来全面扩大与越南最顶尖科技公司的合作规模，并且支持越南培训开发人工智能和数字基础设施相关的顶尖人才。在全球AI浪潮助力下，英伟达为全球数据中心提供A100/H100芯片的业务部门——数据中心业务部门Q3创造的营收达到145亿美元，较上年同期增长约279%，因此，为了全面抓住全球企业布局生成式AI的大趋势，以及保持强劲业绩增速，英伟达当前正在寻找全新...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1036171.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/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4579":"人工智能","BK4588":"碎股","NVDA":"英伟达","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4587":"ChatGPT概念","BK4554":"元宇宙及AR概念","BK4529":"IDC概念","BK4527":"明星科技股","BK4503":"景林资产持仓","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1036171.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2390806943","content_text":"全球AI芯片领导者英伟达在周一表示，该公司计划在未来全面扩大与越南最顶尖科技公司的合作规模，并且支持越南培训开发人工智能和数字基础设施相关的顶尖人才。在全球AI浪潮助力下，英伟达为全球数据中心提供A100/H100芯片的业务部门——数据中心业务部门Q3创造的营收达到145亿美元，较上年同期增长约279%，因此，为了全面抓住全球企业布局生成式AI的大趋势，以及保持强劲业绩增速，英伟达当前正在寻找全新的创收引擎。目前，英伟达已经将目光瞄准东南亚市场。据了解，白宫9月发布的一份文件显示，美国政府全面升级与越南的外交关系。英伟达表示，目前已经在越南投资了2.5亿美元，并且该公司已经与越南国内领先的科技公司合作，在云计算、汽车制造和医疗保健行业全面部署人工智能。“越南已经是我们的合作伙伴，我们在这里有数百万规模的客户群体，”英伟达首席执行官黄仁勋(Jensen Huang)在越南河内的一次活动中表示，这是他首次访问越南。“越南和英伟达将加深我们的合作关系以及合作规模，Viettel、FPT、Vingroup、VNG是英伟达最希望全面扩大合作规模的合作伙伴，”黄仁勋表示，并补充称，英伟达将支持越南的人工智能人才培训计划以及相关的基础设施建设。据媒体报道称，英伟达还将于周一与越南一些科技公司和一些政府部门讨论芯片领域的合作协议。黄仁勋此次访问越南正值越南试图将该国的高科技产业链全面扩展到芯片设计以及寻求在芯片制造领域占领一席之地。在周一的活动中，越南计划与投资部部长阮志勇表示，越南一直在准备相关机制和激励措施，以吸引芯片领域和人工智能行业的重磅投资项目。此外，据媒体报道，在周日与越南总理范明政会晤后，英伟达CEO黄仁勋提议在越南建立一个研发基地，越南计划与投资部部长阮志勇几乎同一时间也提议让英伟达考虑在越南建立一部分与研发相关的基础设施。抓住大趋势! 英伟达近期加大力度布局东南亚市场据了解，在英伟达表示将扩大与越南的合作伙伴关系之前，英伟达已经与马来西亚企业集团YTL就数据中心交易进行深入谈判，近期英伟达的这些举动显示这家市值超过1万亿美元的美国芯片巨头正在东南亚地区寻求更大规模的芯片业务范围，全面抓住全球企业布局生成式AI的大趋势。随着AI技术不断突破，以及AI与应用融合趋于完善，全球各企业竞相布局以生成式人工智能为代表的先进技术，帮助企业实现赋能新业务，以及优化决策流程和经营效率，从而催生出对人工智能更多元的定制化需求。IDC最新数据显示，2022年全球人工智能IT总投资规模为1288亿美元，预计2027年增至4236亿美元，五年复合增长率(CAGR)约为26.9%。媒体报道称，英伟达与马来西亚企业集团YTL的潜在合作将包括在云基础设施方面的合作，并可能以YTL位于马来西亚南部柔佛州(Johor)的数据中心为基础。柔佛州与另一东南亚国家新加坡接壤。据媒体报道，该数据中心预计将于2024年中期正式投入运营，并且将大量部署英伟达H100 GPU，寻求利用英伟达的重要基础硬件来构建基于马来西亚本地语言的大语言模型(LLM)。值得注意的是，马来西亚是东南亚重要数据中心枢纽之一，并且该国正迎来人工智能和芯片制造业快速发展新阶段。近年来，包括英特尔和英飞凌在内的全球顶级芯片制造公司已向该国投资数十亿美元。“YTL是一家非凡的公司，马来西亚是东南亚云计算基础设施的重要枢纽，这需要获得土地，设施和电力，而YTL可以在其中发挥重要作用，”黄仁勋在新闻发布会上表示。“无论以何种方式与YTL合作，对我们来说都是一种荣幸。”对于英伟达来说，东南亚作为“成长中的科技中心”市场正变得越来越重要。黄仁勋表示，英伟达正在考虑在新加坡或马来西亚支持建设与人工智能基础设施有关的项目。黄仁勋在近期曾表示，可能将在新加坡“宣布一些大型投资计划”。在截至10月份的季度业绩中，英伟达来自新加坡的营收同比增长401%至约27亿美元，占总营收的15%。据了解，来自美国和中国科技巨头的许多亚洲总部都设立在新加坡，人工智能创业公司超过1100家。黄仁勋还表示，英伟达寻求与马来西亚大约80家初创公司进行合作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249571252453528,"gmtCreate":1701940467262,"gmtModify":1701940468878,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"想压低吃货吗？","listText":"想压低吃货吗？","text":"想压低吃货吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249571252453528","repostId":"2389368012","repostType":2,"repost":{"id":"2389368012","pubTimestamp":1701934116,"share":"https://www.laohu8.com/m/news/2389368012?lang=&edition=full","pubTime":"2023-12-07 15:28","market":"us","language":"en","title":"The Magnificent 7 Aren't So Magnificent Right Now, Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2389368012","media":"seekingalpha","summary":"Good question, and it raises another question. Shouldn’t we wait until these names go down a decent amount, let’s say 10% - 15% Sure that is if these names will go down significantly more. META and GOOGL are already nearly there, MSFT and AMZN haven’t gone anywhere. To that observation, I say, exactly!","content":"<html><body><ul><li>Tech titans like Microsoft, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Alphabet, and Amazon have experienced slight declines in their stock prices.</li><li>I suggest waiting for a larger drop before buying these stocks isn't feasible, but highlight the potential for future growth in revenue and AI-powered services.</li><li>The market is currently consolidating, with smaller stocks making new highs, and interest rates falling, leading to increased investment isolated to small-cap stocks for now. This will change.</li></ul><figure><picture> <img height=\"1317px\" 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/1419657395/image_1419657395.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Wahaj Ali Khan</p></figcaption></figure><h2>To see these tech titans falter at all is jarring, yet let’s look at them realistically</h2> <p>The first instinct is to try and find a fundamental reason why these beloved stocks are falling, Microsoft (MSFT) -4.1% from the recent 52WH, as<span> well as Meta Platforms (</span>META<span>) -7.5%, Alphabet (</span>GOOGL<span>) -8%, Amazon (</span>AMZN<span>) -3.2%. When you write it down it seems silly to even point these names out as “down”, I get that. If you want to get these names cheaper, wait a few months when I believe we will see lower stock prices at least for a short while, that is a different discussion. If you want more details on where I think the stock market is going check out my Sunday night article </span>Market Should Retreat 10% To 15% By Mid-March, Probably Sooner<span>. Right now If I see a stock that I want to hold for the long term I would only buy very small increments. So this article is really about short-term very tactical trading. Let me be clear If you want to start a position in these names, just by a few shares. Okay, so why would an intrepid trader bother with these names down so little? Good question, and it raises another question.</span></p> <h2>Shouldn’t we wait until these names go down a decent amount, let’s say 10% - 15%</h2> <p>Sure that is if these names will go down significantly more. META and GOOGL are already nearly there, MSFT and AMZN haven’t gone anywhere. To that observation, I say, exactly! MSFT is just at the start of a huge growth in revenue for their CoPilot GPT Chat assistant's product. They are an important new productivity booster for every component of Office360. As for AMZN, they are also coming on strong for their AI-powered services. Also, they are certain to recapture their AWS revenue growth as enterprises migrate from the corporate data center to the cloud. Also by all accounts including my shopping experience AMZN is killing in e-commerce. Both of these names MSFT and AMZN recently hit their 52-week highs, very often when a stock breaks out to new highs there is a consolidation period where the stock contends with the recent high before it breaks above that level and heads higher. I think that is what is happening here. So if you agree that all these names are merely resting before they go on to new highs then you should read on. The key here is that in trading you need to get the price right. Just knowing (in your heart at least) that MSFT is going to march higher is scant consolation if MSFT needs to fall another 7% before it goes back to climbing higher. The other thing to reckon with is to assess whether the market is going to finish 2023 strong. The notion that these 4 names are going to rally and that the market will end toward old highs is very much entwined since these multi-trillion dollar stocks carry so much weight in both the S&amp;P 500 and the Nasdaq. Why are they going down in the first place?</p> <h2>These tech titans have been the stars of the show all November</h2> <p>The S&amp;P 500 gained almost 9% last month which was the best month for stocks since July 2022. So this week the market is consolidating, on top of that what is happening now is a healthy sign, many smaller stocks a making new highs or at least regaining toward old ones. The Russell has been shining of late, powered by lower rates, as the rates fall the prospects of all kinds of stocks that aren’t yet profitable begin to shine again. A great example is the biotech sector where in just 7 days <span>AbbVie</span> (ABBV) made offers to acquire two biotechs <span><a href=\"https://laohu8.com/S/IMGN\">ImmunoGen</a></span> (IMGN) and Cerevel (CERE). There will be more coming, there are many reasons why acquisition in this space is climbing but a big one is that as interest rates fall the value of these stocks is rising. This is because the value of a stock is primarily based on the future stream of profits and revenue. When interest rates are high that future stream is worth less. Why? Because if an investor can receive 5% safely then a biotech that is developing a treatment that is not a slam dunk had better promise a very large pot of gold at the end of the rainbow. As the rates come down that pot of gold can be incrementally smaller to attract buyers. So smaller market-capitalized stocks are attracting investment dollars, and the hedge funds that were so badly positioned months ago may now be all set in Magnificent 7 names for what remains of this rally. At least until the M-7 starts gaining again, then they will rush in for the inevitable breakout. I think what we are seeing is not selling per se, but more of a buyer's strike. For example, MSFT share volume today was 21,182,072, and the 10-day moving average was 25,227,994 which is 16% lower. Let’s look at AMZN’s volume today 39,678,960 and the 10-day moving average is 47,727,190 which comes to 17% lower. This is what I mean by a buyer's strike, if traders are selling a name in earnest the volume would be higher or at least match the average volume.</p> <h2>You aren't going to get a gilded invitation to buy these fantastic names</h2> <p>So in summary, as interest rates go lower small caps are catching a bid. By the way, small caps don’t have to drop for the Tech Titans to do well or the reverse. It is just that a small stock rally is such a new phenomenon after years of ignoring certain sectors, that perhaps the incremental dollar is going there. A healthy stock market has all sizes of stocks doing well. Let’s not forget that there is a ton of cash that has been withdrawn from stocks and gone into money markets. As treasuries continue to fall the reward for hiding there becomes smaller and smaller. I think that cash will find its way not only in the nascent small-cap rally but in the biggest names as well. Money managers and hedge funds want to show that they are putting their client’s cash to work. Keeping cash in an interest-bearing account works only for so long. Also, the individual investor will have a chunk in their money market, but now it isn’t earning 5% anymore. My thesis is, that these names are not going to send you a gilded invitation to buy them, they should be bought soon. Let’s look at the charts and see what they tell us. Let’s start with AMZN and a 3-month chart.</p> <figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/6/saupload_jYTd9eiN-g-XmvBBoTnhETLA3BEpLiHOK6cxnVthI-7EY1U86WlBNYcAc3XvdP-O9qFB1K-p690-mt9ePQPSlBZBMDzUb5luMsS_saqAA6POtP69vOK0lg8-KI7rOpZidGl-7iVSkXRYxWlK1JlX0Js.png\"/> </picture><figcaption><p><span>TradingView</span></p></figcaption></figure><p>This is a very simple chart. What we see here is a huge blast-off from the end of October, and then hitting a new high. The triangle is what is known as a “rising pennant” otherwise known as a “bull flag”. Why is it bullish? Because the lows of each day are moving higher. As it reaches the apex it will get resolved one way or another, usually in this formation, the flag is resolved to the upside. Let’s have a look at META since I haven’t spoken about it at all let’s see what the chart says. If you need me to recite the positives of META to get you to see it my way then just don’t buy any of these names. Let’s just say that they are printing money right now with no sign that it is going to falter and leave it at that. Here is the 3-Month</p> <figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/6/saupload_mqEQsqQipZUJyLFgMQtJiKHX3r1S2jxgf1iD4Hehicwrr2xfK1BEauN8Z3SARst8sfPMgAuuo7WnjJYlbOdpmeb1wOCWgfuatvLf4YfHyF1MJ9Ed_YkIV2uf-Ov27aMZWZ3-6TnFhxqkJvbGz2x7ez4.png\"/> </picture><figcaption><p><span>TradingView</span></p></figcaption></figure><p>This META chart is a bit less “Cut-and-Dry” I zoomed into the 1-Month chart because this bounce off of support is still very new. The support level does go back for 3 months even before the climactic sell-off of all things tech at the end of October. I believe that this triangle will resolve to the upside and once it does buyers will flood back in. Next is GOOGL at the 3-month</p> <figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/6/saupload_6nvmwX9q4AKPjbqKim4pj7qulylA1yQRHN5GVBwTbDyFCkHU5xOxPSjX-OvvT8nOgwuGpiCWbkiaYuBJfaa_7R_CJBn6DNRgLZ3CrXd4hUwtcFpNdwIVErZ6bp2DkTKcugMK0jNC2lKqKLVpTJzb6hA.png\"/> </picture><figcaption><p><span>TradingView</span></p></figcaption></figure><p>This one is indeterminate, I guess I should have looked at the chart before I included it in the article, but that isn’t my way. I am giving you my thoughts about the market as I am thinking of it. I had GOOGL in this group because I think it is shining on the fundamentals. Frankly, the price action lately was encouraging. Today even as all the other big-cap tech names were faltering GOOGL was positive most of the day. The chart does not confirm the bounce to a strong enough degree for me to create a trading position. I was in this name in the high 130s but bailed very quickly. I have trading rules for options and I follow them with discipline. In this case, it saved me from losing the entire trade. Now I am looking for a new entry point, I guess I will wait a bit longer. So that leaves us with MSFT</p> <figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/6/saupload_LBftk9Ig4a2YPRU2hWr5QGjqXXtqfoqtxkcFfLNCjpyGQVw5rvs_T81eRRsBXJNC58IFASZnPU-3bcqgR-1G8ule1OqHIHKSheNgF-5sSbGaSo-cYcXbA_O3z42fL65GZ6cUSebh5QDrebsXxELkviU.png\"/> </picture><figcaption><p><span>TradingView</span></p></figcaption></figure><p>The purple diagonal lines mark out another flag or triangle. In this case, it is an equal-sided flag.</p> <p>I want to stay with this name because the rally was stunted for an impertinent reason. I believe MSFT will not only regain the old highs but continue breaking out.</p> <h2>My trades…</h2> <div></div> <p>It shouldn’t surprise you that I am long in Call Options in all of these names except GOOGL, and I am eyeing it very closely to see if it has finally been based and ready to go higher. What about names I haven’t mentioned? Nvidia (NVDA) I think is headed back down to 430 and perhaps lower. It has been repeating this pattern for months, and now that $AMD has had the debut of its AI chips, I think NVDA traders will have every excuse to pressure it lower. Apple (AAPL) to me is just a problematic name, though I am glad it is back to old highs as that is supportive of all of the big-cap tech names. As far as Netflix (NFLX), I haven’t been watching it lately, but all this talk of various other streamers bundling might give pause to the bulls. Tesla (TSLA) is contending with a lot of overhead resistance on the chart. I have successfully shorted it when it got to $250, and I will do so again if it manages to reach there again. I would get long at around $200, this is an established pattern and has nothing to do with Musk’s recent hijinks. Ok, well what do you all think of my notion of buying at this elevated level? If you leave respectful comments I will respond before the weekend. Thanks!</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>The Magnificent 7 Aren't So Magnificent Right Now, Buy</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; 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}\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\">\nThe Magnificent 7 Aren't So Magnificent Right Now, Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 15:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4656499-magnificent-7-not-so-magnificent-right-now-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech titans like Microsoft, Meta Platforms, Alphabet, and Amazon have experienced slight declines in their stock prices.I suggest waiting for a larger drop before buying these stocks isn't feasible, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4656499-magnificent-7-not-so-magnificent-right-now-buy\">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/1419657395/image_1419657395.jpg","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","MSFT":"微软","CERE":"Cerevel Therapeutics Holdings, Inc.","TSLA":"特斯拉","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","ABBV":"艾伯维公司","META":"Meta Platforms","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0171293334.USD":"贝莱德英国基金A2","AMZN":"亚马逊","BK4567":"ESG概念","IMGN":"ImmunoGen","LU0109392836.USD":"富兰克林科技股A","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","NFLX":"奈飞","NVDA":"英伟达","GOOG":"谷歌","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4587":"ChatGPT概念","LU0823414478.USD":"法巴经典能源转换基金","GOOGL":"谷歌A","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4220":"综合零售","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0122379950.USD":"贝莱德世界健康科学A2","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","AAPL":"苹果","LU0444971666.USD":"天利全球科技基金","BK4588":"碎股","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://seekingalpha.com/article/4656499-magnificent-7-not-so-magnificent-right-now-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2389368012","content_text":"Tech titans like Microsoft, Meta Platforms, Alphabet, and Amazon have experienced slight declines in their stock prices.I suggest waiting for a larger drop before buying these stocks isn't feasible, but highlight the potential for future growth in revenue and AI-powered services.The market is currently consolidating, with smaller stocks making new highs, and interest rates falling, leading to increased investment isolated to small-cap stocks for now. This will change.   Wahaj Ali KhanTo see these tech titans falter at all is jarring, yet let’s look at them realistically The first instinct is to try and find a fundamental reason why these beloved stocks are falling, Microsoft (MSFT) -4.1% from the recent 52WH, as well as Meta Platforms (META) -7.5%, Alphabet (GOOGL) -8%, Amazon (AMZN) -3.2%. When you write it down it seems silly to even point these names out as “down”, I get that. If you want to get these names cheaper, wait a few months when I believe we will see lower stock prices at least for a short while, that is a different discussion. If you want more details on where I think the stock market is going check out my Sunday night article Market Should Retreat 10% To 15% By Mid-March, Probably Sooner. Right now If I see a stock that I want to hold for the long term I would only buy very small increments. So this article is really about short-term very tactical trading. Let me be clear If you want to start a position in these names, just by a few shares. Okay, so why would an intrepid trader bother with these names down so little? Good question, and it raises another question. Shouldn’t we wait until these names go down a decent amount, let’s say 10% - 15% Sure that is if these names will go down significantly more. META and GOOGL are already nearly there, MSFT and AMZN haven’t gone anywhere. To that observation, I say, exactly! MSFT is just at the start of a huge growth in revenue for their CoPilot GPT Chat assistant's product. They are an important new productivity booster for every component of Office360. As for AMZN, they are also coming on strong for their AI-powered services. Also, they are certain to recapture their AWS revenue growth as enterprises migrate from the corporate data center to the cloud. Also by all accounts including my shopping experience AMZN is killing in e-commerce. Both of these names MSFT and AMZN recently hit their 52-week highs, very often when a stock breaks out to new highs there is a consolidation period where the stock contends with the recent high before it breaks above that level and heads higher. I think that is what is happening here. So if you agree that all these names are merely resting before they go on to new highs then you should read on. The key here is that in trading you need to get the price right. Just knowing (in your heart at least) that MSFT is going to march higher is scant consolation if MSFT needs to fall another 7% before it goes back to climbing higher. The other thing to reckon with is to assess whether the market is going to finish 2023 strong. The notion that these 4 names are going to rally and that the market will end toward old highs is very much entwined since these multi-trillion dollar stocks carry so much weight in both the S&P 500 and the Nasdaq. Why are they going down in the first place? These tech titans have been the stars of the show all November The S&P 500 gained almost 9% last month which was the best month for stocks since July 2022. So this week the market is consolidating, on top of that what is happening now is a healthy sign, many smaller stocks a making new highs or at least regaining toward old ones. The Russell has been shining of late, powered by lower rates, as the rates fall the prospects of all kinds of stocks that aren’t yet profitable begin to shine again. A great example is the biotech sector where in just 7 days AbbVie (ABBV) made offers to acquire two biotechs ImmunoGen (IMGN) and Cerevel (CERE). There will be more coming, there are many reasons why acquisition in this space is climbing but a big one is that as interest rates fall the value of these stocks is rising. This is because the value of a stock is primarily based on the future stream of profits and revenue. When interest rates are high that future stream is worth less. Why? Because if an investor can receive 5% safely then a biotech that is developing a treatment that is not a slam dunk had better promise a very large pot of gold at the end of the rainbow. As the rates come down that pot of gold can be incrementally smaller to attract buyers. So smaller market-capitalized stocks are attracting investment dollars, and the hedge funds that were so badly positioned months ago may now be all set in Magnificent 7 names for what remains of this rally. At least until the M-7 starts gaining again, then they will rush in for the inevitable breakout. I think what we are seeing is not selling per se, but more of a buyer's strike. For example, MSFT share volume today was 21,182,072, and the 10-day moving average was 25,227,994 which is 16% lower. Let’s look at AMZN’s volume today 39,678,960 and the 10-day moving average is 47,727,190 which comes to 17% lower. This is what I mean by a buyer's strike, if traders are selling a name in earnest the volume would be higher or at least match the average volume. You aren't going to get a gilded invitation to buy these fantastic names So in summary, as interest rates go lower small caps are catching a bid. By the way, small caps don’t have to drop for the Tech Titans to do well or the reverse. It is just that a small stock rally is such a new phenomenon after years of ignoring certain sectors, that perhaps the incremental dollar is going there. A healthy stock market has all sizes of stocks doing well. Let’s not forget that there is a ton of cash that has been withdrawn from stocks and gone into money markets. As treasuries continue to fall the reward for hiding there becomes smaller and smaller. I think that cash will find its way not only in the nascent small-cap rally but in the biggest names as well. Money managers and hedge funds want to show that they are putting their client’s cash to work. Keeping cash in an interest-bearing account works only for so long. Also, the individual investor will have a chunk in their money market, but now it isn’t earning 5% anymore. My thesis is, that these names are not going to send you a gilded invitation to buy them, they should be bought soon. Let’s look at the charts and see what they tell us. Let’s start with AMZN and a 3-month chart.   TradingViewThis is a very simple chart. What we see here is a huge blast-off from the end of October, and then hitting a new high. The triangle is what is known as a “rising pennant” otherwise known as a “bull flag”. Why is it bullish? Because the lows of each day are moving higher. As it reaches the apex it will get resolved one way or another, usually in this formation, the flag is resolved to the upside. Let’s have a look at META since I haven’t spoken about it at all let’s see what the chart says. If you need me to recite the positives of META to get you to see it my way then just don’t buy any of these names. Let’s just say that they are printing money right now with no sign that it is going to falter and leave it at that. Here is the 3-Month   TradingViewThis META chart is a bit less “Cut-and-Dry” I zoomed into the 1-Month chart because this bounce off of support is still very new. The support level does go back for 3 months even before the climactic sell-off of all things tech at the end of October. I believe that this triangle will resolve to the upside and once it does buyers will flood back in. Next is GOOGL at the 3-month   TradingViewThis one is indeterminate, I guess I should have looked at the chart before I included it in the article, but that isn’t my way. I am giving you my thoughts about the market as I am thinking of it. I had GOOGL in this group because I think it is shining on the fundamentals. Frankly, the price action lately was encouraging. Today even as all the other big-cap tech names were faltering GOOGL was positive most of the day. The chart does not confirm the bounce to a strong enough degree for me to create a trading position. I was in this name in the high 130s but bailed very quickly. I have trading rules for options and I follow them with discipline. In this case, it saved me from losing the entire trade. Now I am looking for a new entry point, I guess I will wait a bit longer. So that leaves us with MSFT   TradingViewThe purple diagonal lines mark out another flag or triangle. In this case, it is an equal-sided flag. I want to stay with this name because the rally was stunted for an impertinent reason. I believe MSFT will not only regain the old highs but continue breaking out. My trades…  It shouldn’t surprise you that I am long in Call Options in all of these names except GOOGL, and I am eyeing it very closely to see if it has finally been based and ready to go higher. What about names I haven’t mentioned? Nvidia (NVDA) I think is headed back down to 430 and perhaps lower. It has been repeating this pattern for months, and now that $AMD has had the debut of its AI chips, I think NVDA traders will have every excuse to pressure it lower. Apple (AAPL) to me is just a problematic name, though I am glad it is back to old highs as that is supportive of all of the big-cap tech names. As far as Netflix (NFLX), I haven’t been watching it lately, but all this talk of various other streamers bundling might give pause to the bulls. Tesla (TSLA) is contending with a lot of overhead resistance on the chart. I have successfully shorted it when it got to $250, and I will do so again if it manages to reach there again. I would get long at around $200, this is an established pattern and has nothing to do with Musk’s recent hijinks. Ok, well what do you all think of my notion of buying at this elevated level? If you leave respectful comments I will respond before the weekend. Thanks!","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243529313886448,"gmtCreate":1700475192807,"gmtModify":1700475194620,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"大象转身，转的漂亮","listText":"大象转身，转的漂亮","text":"大象转身，转的漂亮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243529313886448","repostId":"2384395995","repostType":2,"repost":{"id":"2384395995","pubTimestamp":1700473049,"share":"https://www.laohu8.com/m/news/2384395995?lang=&edition=full","pubTime":"2023-11-20 17:37","market":"us","language":"zh","title":"微软的人工智能转型：从软件巨头到AI弄潮儿","url":"https://stock-news.laohu8.com/highlight/detail?id=2384395995","media":"金十数据","summary":"OpenAI两位创始人将加入微软，领导新的AI团队。微软早就有长期布局，这次“抢人”可真是天时地利人和……","content":"<html><head></head><body><blockquote><p>OpenAI两位创始人将加入微软，领导新的AI团队。微软早就有长期布局，这次“抢人”可真是天时地利人和……</p></blockquote><p>人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>领域有史以来最剧烈的人事“地震”，继续以戏剧性的结局震惊科技界：<strong><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.O)CEO宣布，OpenAI创始人Sam Altman和Brockman将加入微软，领导新的人工智能团队。</strong></p><p>此前焦点都集中在Altman能否重回OpenAI的CEO之位，很少有人预测到这样的结局。但是，仔细一想后，好像大家都会点点头，觉得“理所当然”、“早就知道”……毕竟微软早就在人工智能方面制定了长期策略，旨在引领人工智能革命，维持业内的主导地位。</p><p>在年度<a href=\"https://laohu8.com/S/IGN.AU\">Ignite</a> 2023大会上，微软公布了其端到端AI堆栈的全面愿景，展示了从云基础设施到AI驱动的应用程序和安全措施方面的创新。</p><p>对于微软及其生态系统来说，今年的Ignite大会特别不同寻常。以往，Ignite是一个通常专注于基础设施和运营的会议，而微软的旗舰活动Build通常面向开发人员受众。</p><p>然而，今年，针对开发人员和机器学习工程师的生成式AI的发布成为了Ignite 2023的焦点。它不仅限于开发人员或IT专业人员，成为了整个微软生态系统的分水岭时刻。</p><p><strong>微软希望成为人工智能生态系统的主力军，微软首席执行官兼董事长萨蒂亚·纳德拉（Satya Nadella）在主题演讲中明确表达了这一点。从开发自己的人工智能加速器芯片到推出copilots助手，微软已经准备好了其长期战略。</strong></p><p><strong>那么，微软是如何利用人工智能来保持其行业领导地位的？</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7edae385454fd9e1e5df9afe759c5404\" tg-width=\"1440\" tg-height=\"944\"/></p><p>Azure是新的人工智能操作系统，Copilots是新的应用程序</p><p><strong>微软在构建平台方面拥有极其成功的经验。</strong>最早的平台是在Windows上构建的，开发人员利用OLE和COM通过Visual Basic构建应用程序。Microsoft.NET和Visual Studio于2000年代初发布，促成了一个新平台的创建，重新点燃了开发人员创建Web服务的兴趣。近十年来，微软成功推出了另一个平台Azure。</p><p><strong>当微软创建一个平台时，它会带来一个由独立软件供应商和解决方案提供商组成的新生态系统，帮助企业利用它。</strong>微软Windows、Office、Visual Studio和最近的Azure的成功就证明了这一点。</p><p><strong>微软希望通过人工智能再次创造一个全新平台的魔力，从而形成一个由开发者、独立软件供应商、系统集成商、企业和消费者组成的蓬勃发展的生态系统。</strong></p><p>本季度，Azure成为操作系统，，而应用程序则是微软称之copilots的人工智能助手。因此，<strong>Azure是新的Windows，copilots是新的应用程序。</strong></p><p>GPT-4等基础模型构成了这个新操作系统的内核。与Visual Studio类似，微软也投资了一套AI Studio和Copilot Studio形式的开发者工具。该堆栈与Windows、.NET和Visual Studio非常相似，它们主导了开发者领域数十年。</p><p><strong>微软的做法清楚地表明了一种紧迫感。考虑到当前的市场动态以及从围绕移动平台建立生态系统的失败尝试中吸取的教训，这一点是显而易见的。</strong>纳德拉非常致力于让生成式AI的功能更贴近客户，以确保微软成为人工智能的先驱公司。<strong>他不希望公司错过技术领域的下一个重大事件，就像他们在搜索和移动领域所经历的挫败。</strong></p><p>在短短几个月内，该公司为其产品提供了多种copilots，从Bing搜索引擎到微软365再到Windows操作系统。它还为Edge浏览器添加了各种功能，增强了用户体验。<strong>近几个月来，微软拥抱生成式人工智能的速度令人震惊，使其成为领先的人工智能平台公司之一。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e64a5b58d0dd9689ac696b7548d4cf16\" tg-width=\"1792\" tg-height=\"1024\"/></p><p><strong>微软投资开发自己的CPU、GPU和DPU</strong></p><p>几十年来，CPU为软件架构制定了规则并塑造了其发展。现在，人工智能软件正在塑造芯片的发展，催生专用处理器。<strong>微软已经正式宣布将开始制造自己的芯片和处理器，包括CPU、人工智能加速器和数据处理单元。</strong></p><p>先从CPU开始说起，Azure Cobalt是微软自己的CPU，基于Arm架构，可实现最佳性能和瓦特效率，并为常见的Azure云工作负载提供支持。</p><p>该系列的第一代Cobalt 100是一款64位128核芯片，与当前几代Azure Arm芯片相比，性能提升高达40%，并为微软Teams和Azure SQL等服务提供支持。继从AmpereComputing购买的第一款基于Arm的CPU Neoverse N1之后，Cobalt 100成为Azure上提供的第二款基于Arm的处理器。</p><p>然后是Azure Maia，这是一系列定制AI加速器中的第一个，旨在为OpenAI模型、Bing、GitHub Copilot和ChatGPT等AI工作负载运行基于云的训练和推理。</p><p>Maia 100拥有1050亿个晶体管，是该系列的第一代产品，也是采用5nm工艺技术的最大芯片之一。它在芯片、软件、网络、机架和冷却领域具有众多创新。新的AI加速器通过优化Azure AI的端到端系统来运行GPT等最先进的基础模型，成为GPU的替代品。</p><p>最后，微软自己的DPU Azure Boost正式上市。微软今年早些时候收购了DPU公司Fungible，以提高Azure数据中心的效率。虚拟化、网络管理、存储管理和安全等软件功能通过Azure Boost卸载到专用硬件，从而使CPU将更多周期用于工作负载而不是系统管理。由于繁重的工作转移到了专用处理器上，因此这种负担卸载可以显着提高云基础设施的性能。</p><p>除了将自己的芯片引入其中之外，微软还与AMD、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>合作，将最新的CPU和GPU引入Azure。到明年，它将配备最新的英伟达H200 Tensor Core GPU，以运行更大的基础模型并减少延迟。AMD的全新MI300加速器也将于明年初在Azure上提供。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01eb37db7f35aace5228f3d26cae692c\" tg-width=\"1792\" tg-height=\"1024\"/></p><p><strong>通过自主开发减少对OpenAI的依赖</strong></p><p>虽然Azure仍然是企业在基于OpenAI的模型上运行推理的首选平台，但微软正在投资训练自己的基础模型，以补充Azure OpenAI和Azure ML中可用的现有模型。</p><p>Phi-1-5和Phi-2是小型语言模型，它们是轻量级的，与传统的大型语言模型相比，需要更少的资源。Phi-1-5有13亿个参数，而Phi-2有27亿个参数，与Llama 2相比要小得多，后者从70亿个参数开始，一直到700亿个参数。</p><p>这些小型语言模型非常适合嵌入到Windows中，以提供本地copilots体验，而无需往返于云。微软将发布Visual Studio Code的扩展，允许开发人员在云中微调这些模型并将其部署在本地以进行离线推理。</p><p>微软Research还开发了Florence，这是一个为Azure认知服务带来多模式功能的基础模型。该模型允许用户分析和理解图像、视频和语言，为构建计算机视觉应用程序提供可定制的选项。此模型已在Azure中可用。</p><p>Azure ML（微软的ML PaaS）提供模型即服务，可以将基础模型作为API来使用，而无需配置GPU基础设施。这大大简化了人工智能与现代应用程序的集成。</p><p>Azure OpenAI和Azure模型目录的结合为客户提供了最全面、最广泛的基础模型，这成为Azure的关键差异化因素。</p><p>微软Graph和Fabric是数据平台的核心</p><p><strong>人工智能需要大量数据进行预训练、微调和检索。微软Fabric和微软Graph是为微软的生成式AI工作做出重大贡献的两个关键产品。</strong></p><p>微软Fabric是在微软Build 2023上发布的，是微软数据产品线的重要补充。Satya通过将其与SQL Server的发布进行比较来强调其重要性，这意味着微软数据管理和分析策略的根本性转变。</p><p>在Ignite 2023大会上，微软宣布全面推出Fabric。它包括一个名为OneLake的组件，一个变革性的数据Lakehouse平台。</p><p>OneLake集成到Azure机器学习和Azure AI Studio中，Azure机器学习数据管理功能大大增强。该平台旨在以统一、高效的方式处理大型且多样化的数据集，优化人工智能应用程序的数据存储和检索。</p><p>它与Azure AI平台的集成对于需要大量数据处理和复杂计算任务的场景尤其重要，这在高级AI和机器学习项目中很常见。OneLake的有趣之处在于快捷方式的概念，它将来自外部源（包括Amazon S3和Databricks）的数据引入Fabric中。</p><p>微软Graph是微软武器库中的强大工具，在AI copilots领域发挥着关键作用。它已成为开发AI copilots的关键，提供统一的API来访问微软365服务中的各种数据。</p><p>微软Graph使副驾驶能够通过聚合来自电子邮件、日历事件和团队交互的数据来提供个性化帮助。这种集成方法确保了对用户专业环境的上下文理解，这对于提出智能建议至关重要。微软Graph支持实时数据访问，这对于copilots的及时响应至关重要。它符合微软365的安全标准，可确保敏感数据的安全处理。</p><p>微软Fabric和微软Graph成为基于API提供的实时数据构建copilots的基础。</p><p><strong>总体而言，微软在Ignite 2023上的战略明确表明，其重点是引领人工智能革命，利用其平台传统并在硬件和软件方面进行创新，以保持行业主导地位。</strong></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>微软的人工智能转型：从软件巨头到AI弄潮儿</title>\n<style 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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微软的人工智能转型：从软件巨头到AI弄潮儿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-20 17:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=126919&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>OpenAI两位创始人将加入微软，领导新的AI团队。微软早就有长期布局，这次“抢人”可真是天时地利人和……人工智能领域有史以来最剧烈的人事“地震”，继续以戏剧性的结局震惊科技界：微软(MSFT.O)CEO宣布，OpenAI创始人Sam Altman和Brockman将加入微软，领导新的人工智能团队。此前焦点都集中在Altman能否重回OpenAI的CEO之位，很少有人预测到这样的结局。但是，仔细...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=126919&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/5758537677effd373a5a16e0b21ac8e5","relate_stocks":{"IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4550":"红杉资本持仓","BK4567":"ESG概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4516":"特朗普概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4535":"淡马锡持仓","LU0109392836.USD":"富兰克林科技股A","BK4538":"云计算","BK4097":"系统软件"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=126919&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2384395995","content_text":"OpenAI两位创始人将加入微软，领导新的AI团队。微软早就有长期布局，这次“抢人”可真是天时地利人和……人工智能领域有史以来最剧烈的人事“地震”，继续以戏剧性的结局震惊科技界：微软(MSFT.O)CEO宣布，OpenAI创始人Sam Altman和Brockman将加入微软，领导新的人工智能团队。此前焦点都集中在Altman能否重回OpenAI的CEO之位，很少有人预测到这样的结局。但是，仔细一想后，好像大家都会点点头，觉得“理所当然”、“早就知道”……毕竟微软早就在人工智能方面制定了长期策略，旨在引领人工智能革命，维持业内的主导地位。在年度Ignite 2023大会上，微软公布了其端到端AI堆栈的全面愿景，展示了从云基础设施到AI驱动的应用程序和安全措施方面的创新。对于微软及其生态系统来说，今年的Ignite大会特别不同寻常。以往，Ignite是一个通常专注于基础设施和运营的会议，而微软的旗舰活动Build通常面向开发人员受众。然而，今年，针对开发人员和机器学习工程师的生成式AI的发布成为了Ignite 2023的焦点。它不仅限于开发人员或IT专业人员，成为了整个微软生态系统的分水岭时刻。微软希望成为人工智能生态系统的主力军，微软首席执行官兼董事长萨蒂亚·纳德拉（Satya Nadella）在主题演讲中明确表达了这一点。从开发自己的人工智能加速器芯片到推出copilots助手，微软已经准备好了其长期战略。那么，微软是如何利用人工智能来保持其行业领导地位的？Azure是新的人工智能操作系统，Copilots是新的应用程序微软在构建平台方面拥有极其成功的经验。最早的平台是在Windows上构建的，开发人员利用OLE和COM通过Visual Basic构建应用程序。Microsoft.NET和Visual Studio于2000年代初发布，促成了一个新平台的创建，重新点燃了开发人员创建Web服务的兴趣。近十年来，微软成功推出了另一个平台Azure。当微软创建一个平台时，它会带来一个由独立软件供应商和解决方案提供商组成的新生态系统，帮助企业利用它。微软Windows、Office、Visual Studio和最近的Azure的成功就证明了这一点。微软希望通过人工智能再次创造一个全新平台的魔力，从而形成一个由开发者、独立软件供应商、系统集成商、企业和消费者组成的蓬勃发展的生态系统。本季度，Azure成为操作系统，，而应用程序则是微软称之copilots的人工智能助手。因此，Azure是新的Windows，copilots是新的应用程序。GPT-4等基础模型构成了这个新操作系统的内核。与Visual Studio类似，微软也投资了一套AI Studio和Copilot Studio形式的开发者工具。该堆栈与Windows、.NET和Visual Studio非常相似，它们主导了开发者领域数十年。微软的做法清楚地表明了一种紧迫感。考虑到当前的市场动态以及从围绕移动平台建立生态系统的失败尝试中吸取的教训，这一点是显而易见的。纳德拉非常致力于让生成式AI的功能更贴近客户，以确保微软成为人工智能的先驱公司。他不希望公司错过技术领域的下一个重大事件，就像他们在搜索和移动领域所经历的挫败。在短短几个月内，该公司为其产品提供了多种copilots，从Bing搜索引擎到微软365再到Windows操作系统。它还为Edge浏览器添加了各种功能，增强了用户体验。近几个月来，微软拥抱生成式人工智能的速度令人震惊，使其成为领先的人工智能平台公司之一。微软投资开发自己的CPU、GPU和DPU几十年来，CPU为软件架构制定了规则并塑造了其发展。现在，人工智能软件正在塑造芯片的发展，催生专用处理器。微软已经正式宣布将开始制造自己的芯片和处理器，包括CPU、人工智能加速器和数据处理单元。先从CPU开始说起，Azure Cobalt是微软自己的CPU，基于Arm架构，可实现最佳性能和瓦特效率，并为常见的Azure云工作负载提供支持。该系列的第一代Cobalt 100是一款64位128核芯片，与当前几代Azure Arm芯片相比，性能提升高达40%，并为微软Teams和Azure SQL等服务提供支持。继从AmpereComputing购买的第一款基于Arm的CPU Neoverse N1之后，Cobalt 100成为Azure上提供的第二款基于Arm的处理器。然后是Azure Maia，这是一系列定制AI加速器中的第一个，旨在为OpenAI模型、Bing、GitHub Copilot和ChatGPT等AI工作负载运行基于云的训练和推理。Maia 100拥有1050亿个晶体管，是该系列的第一代产品，也是采用5nm工艺技术的最大芯片之一。它在芯片、软件、网络、机架和冷却领域具有众多创新。新的AI加速器通过优化Azure AI的端到端系统来运行GPT等最先进的基础模型，成为GPU的替代品。最后，微软自己的DPU Azure Boost正式上市。微软今年早些时候收购了DPU公司Fungible，以提高Azure数据中心的效率。虚拟化、网络管理、存储管理和安全等软件功能通过Azure Boost卸载到专用硬件，从而使CPU将更多周期用于工作负载而不是系统管理。由于繁重的工作转移到了专用处理器上，因此这种负担卸载可以显着提高云基础设施的性能。除了将自己的芯片引入其中之外，微软还与AMD、英特尔和英伟达合作，将最新的CPU和GPU引入Azure。到明年，它将配备最新的英伟达H200 Tensor Core GPU，以运行更大的基础模型并减少延迟。AMD的全新MI300加速器也将于明年初在Azure上提供。通过自主开发减少对OpenAI的依赖虽然Azure仍然是企业在基于OpenAI的模型上运行推理的首选平台，但微软正在投资训练自己的基础模型，以补充Azure OpenAI和Azure ML中可用的现有模型。Phi-1-5和Phi-2是小型语言模型，它们是轻量级的，与传统的大型语言模型相比，需要更少的资源。Phi-1-5有13亿个参数，而Phi-2有27亿个参数，与Llama 2相比要小得多，后者从70亿个参数开始，一直到700亿个参数。这些小型语言模型非常适合嵌入到Windows中，以提供本地copilots体验，而无需往返于云。微软将发布Visual Studio Code的扩展，允许开发人员在云中微调这些模型并将其部署在本地以进行离线推理。微软Research还开发了Florence，这是一个为Azure认知服务带来多模式功能的基础模型。该模型允许用户分析和理解图像、视频和语言，为构建计算机视觉应用程序提供可定制的选项。此模型已在Azure中可用。Azure ML（微软的ML PaaS）提供模型即服务，可以将基础模型作为API来使用，而无需配置GPU基础设施。这大大简化了人工智能与现代应用程序的集成。Azure OpenAI和Azure模型目录的结合为客户提供了最全面、最广泛的基础模型，这成为Azure的关键差异化因素。微软Graph和Fabric是数据平台的核心人工智能需要大量数据进行预训练、微调和检索。微软Fabric和微软Graph是为微软的生成式AI工作做出重大贡献的两个关键产品。微软Fabric是在微软Build 2023上发布的，是微软数据产品线的重要补充。Satya通过将其与SQL Server的发布进行比较来强调其重要性，这意味着微软数据管理和分析策略的根本性转变。在Ignite 2023大会上，微软宣布全面推出Fabric。它包括一个名为OneLake的组件，一个变革性的数据Lakehouse平台。OneLake集成到Azure机器学习和Azure AI Studio中，Azure机器学习数据管理功能大大增强。该平台旨在以统一、高效的方式处理大型且多样化的数据集，优化人工智能应用程序的数据存储和检索。它与Azure AI平台的集成对于需要大量数据处理和复杂计算任务的场景尤其重要，这在高级AI和机器学习项目中很常见。OneLake的有趣之处在于快捷方式的概念，它将来自外部源（包括Amazon S3和Databricks）的数据引入Fabric中。微软Graph是微软武器库中的强大工具，在AI copilots领域发挥着关键作用。它已成为开发AI copilots的关键，提供统一的API来访问微软365服务中的各种数据。微软Graph使副驾驶能够通过聚合来自电子邮件、日历事件和团队交互的数据来提供个性化帮助。这种集成方法确保了对用户专业环境的上下文理解，这对于提出智能建议至关重要。微软Graph支持实时数据访问，这对于copilots的及时响应至关重要。它符合微软365的安全标准，可确保敏感数据的安全处理。微软Fabric和微软Graph成为基于API提供的实时数据构建copilots的基础。总体而言，微软在Ignite 2023上的战略明确表明，其重点是引领人工智能革命，利用其平台传统并在硬件和软件方面进行创新，以保持行业主导地位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239429911806032,"gmtCreate":1699482980501,"gmtModify":1699482981872,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"赢者通吃","listText":"赢者通吃","text":"赢者通吃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239429911806032","repostId":"2382392752","repostType":2,"repost":{"id":"2382392752","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1699478880,"share":"https://www.laohu8.com/m/news/2382392752?lang=&edition=full","pubTime":"2023-11-09 05:28","market":"us","language":"en","title":"Nobody on Wall Street wants to bet against the 'Magnificent Seven'","url":"https://stock-news.laohu8.com/highlight/detail?id=2382392752","media":"Dow Jones","summary":"Short interest in the highflying megacap tech stocks is at an all-time low. Almost nobody on Wall Street has the temerity to bet against the \"Magnificent Seven.\". Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below.In a note to clients, the team questioned who might be left to buy these megacap names as their valuation relative to the rest of the market reaches extremely stretched levels.U.S. stocks finished mixed on Wednesday, but the tech-heavy Nasdaq Composite COMP kept pace with the S&P 500, gaining 0.1% to finish at 13,650.41, according to FactSet data.This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nobody on Wall Street wants to bet against the 'Magnificent Seven'\n</p>\n<p>\n  By Joseph Adinolfi \n</p>\n<p>\n     Short interest in the highflying megacap tech stocks is at an all-time low \n</p>\n<p>\n     Almost nobody on Wall Street has the temerity to bet against the \"Magnificent Seven.\" \n</p>\n<p>\n     Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below. \n</p>\n<p>\n     The combined market capitalization of the Magnificent Seven members -- Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META) and Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> -- was just shy of $11.3 trillion on Wednesday, with Apple, the most valuable U.S. company, accounting for more than $2.8 trillion, according to FactSet data. \n</p>\n<p>\n     In a note to clients, the team questioned who might be left to buy these megacap names as their valuation relative to the rest of the market reaches extremely stretched levels. \n</p>\n<p>\n     According to Dow Jones Market Data, the Magnificent Seven have driven all of the S&amp;P 500's appreciation in 2023, offsetting an aggregate loss in shares of the other 493 companies included in the index. \n</p>\n<p>\n     According to BofA's data, long-only funds are overweight every member of the group except Apple and Tesla. \n</p>\n<p>\n     Plenty of Wall Street strategists believe these companies can continue to outperform. In a note to clients shared with MarketWatch on Wednesday, strategists at Capital Economics said the group could continue its stretch of market-beating performance even in a recession, thanks to the companies' strong balance sheets and prospects for earnings growth. \n</p>\n<p>\n     \"Given our pessimistic view of the economy in the U.S., we think that equities there will fare quite poorly in the near term. But the biggest components of the S&amp;P 500 might hold up better,\" the team said in written commentary. \n</p>\n<p>\n     Strong earnings forecasts also factored into their bullish view. Thanks in part to the artificial-intelligence boom, expected earnings growth for the Magnificent Seven over the next year dwarfs that of the rest of the S&amp;P 500. \n</p>\n<p>\n     U.S. stocks finished mixed on Wednesday, but the tech-heavy Nasdaq Composite COMP kept pace with the S&amp;P 500, gaining 0.1% to finish at 13,650.41, according to FactSet data. \n</p>\n<p>\n     The S&amp;P 500 SPX rose 0.1% to 4,382.80. Gains for Magnificent Seven members helped offset weakness in other Nasdaq stocks, with Nvidia and Microsoft among the best performers in the group. \n</p>\n<p>\n     -Joseph Adinolfi \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 08, 2023 16:28 ET (21:28 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Nobody on Wall Street wants to bet against the 'Magnificent Seven'</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\">\nNobody on Wall Street wants to bet against the 'Magnificent Seven'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-11-09 05:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nobody on Wall Street wants to bet against the 'Magnificent Seven'\n</p>\n<p>\n  By Joseph Adinolfi \n</p>\n<p>\n     Short interest in the highflying megacap tech stocks is at an all-time low \n</p>\n<p>\n     Almost nobody on Wall Street has the temerity to bet against the \"Magnificent Seven.\" \n</p>\n<p>\n     Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below. \n</p>\n<p>\n     The combined market capitalization of the Magnificent Seven members -- Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META) and Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> -- was just shy of $11.3 trillion on Wednesday, with Apple, the most valuable U.S. company, accounting for more than $2.8 trillion, according to FactSet data. \n</p>\n<p>\n     In a note to clients, the team questioned who might be left to buy these megacap names as their valuation relative to the rest of the market reaches extremely stretched levels. \n</p>\n<p>\n     According to Dow Jones Market Data, the Magnificent Seven have driven all of the S&amp;P 500's appreciation in 2023, offsetting an aggregate loss in shares of the other 493 companies included in the index. \n</p>\n<p>\n     According to BofA's data, long-only funds are overweight every member of the group except Apple and Tesla. \n</p>\n<p>\n     Plenty of Wall Street strategists believe these companies can continue to outperform. In a note to clients shared with MarketWatch on Wednesday, strategists at Capital Economics said the group could continue its stretch of market-beating performance even in a recession, thanks to the companies' strong balance sheets and prospects for earnings growth. \n</p>\n<p>\n     \"Given our pessimistic view of the economy in the U.S., we think that equities there will fare quite poorly in the near term. But the biggest components of the S&amp;P 500 might hold up better,\" the team said in written commentary. \n</p>\n<p>\n     Strong earnings forecasts also factored into their bullish view. Thanks in part to the artificial-intelligence boom, expected earnings growth for the Magnificent Seven over the next year dwarfs that of the rest of the S&amp;P 500. \n</p>\n<p>\n     U.S. stocks finished mixed on Wednesday, but the tech-heavy Nasdaq Composite COMP kept pace with the S&amp;P 500, gaining 0.1% to finish at 13,650.41, according to FactSet data. \n</p>\n<p>\n     The S&amp;P 500 SPX rose 0.1% to 4,382.80. Gains for Magnificent Seven members helped offset weakness in other Nasdaq stocks, with Nvidia and Microsoft among the best performers in the group. \n</p>\n<p>\n     -Joseph Adinolfi \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 08, 2023 16:28 ET (21:28 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","SPXU":"三倍做空标普500ETF","AMZN":"亚马逊","UPRO":"三倍做多标普500ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SPY":"标普500ETF","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","SH":"标普500反向ETF","GOOG":"谷歌","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","GOOGL":"谷歌A","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","TSLA":"特斯拉","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","AAPL":"苹果","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4512":"苹果概念","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4511":"特斯拉概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","MSFT":"微软","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","OEF":"标普100指数ETF-iShares","META":"Meta Platforms","LU0079474960.USD":"联博美国增长基金A","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IVV":"标普500指数ETF","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SSO":"两倍做多标普500ETF","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","OEX":"标普100",".SPX":"S&P 500 Index","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","NVDA":"英伟达","SDS":"两倍做空标普500ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382392752","content_text":"MW Nobody on Wall Street wants to bet against the 'Magnificent Seven'\n\n\n  By Joseph Adinolfi \n\n\n     Short interest in the highflying megacap tech stocks is at an all-time low \n\n\n     Almost nobody on Wall Street has the temerity to bet against the \"Magnificent Seven.\" \n\n\n     Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below. \n\n\n     The combined market capitalization of the Magnificent Seven members -- Apple Inc. $(AAPL)$, Microsoft Corp. $(MSFT)$, Alphabet Inc. $(GOOGL)$, Amazon.com Inc. $(AMZN)$, Nvidia Corp. $(NVDA)$, Meta Platforms Inc. (META) and Tesla Inc. $(TSLA)$ -- was just shy of $11.3 trillion on Wednesday, with Apple, the most valuable U.S. company, accounting for more than $2.8 trillion, according to FactSet data. \n\n\n     In a note to clients, the team questioned who might be left to buy these megacap names as their valuation relative to the rest of the market reaches extremely stretched levels. \n\n\n     According to Dow Jones Market Data, the Magnificent Seven have driven all of the S&P 500's appreciation in 2023, offsetting an aggregate loss in shares of the other 493 companies included in the index. \n\n\n     According to BofA's data, long-only funds are overweight every member of the group except Apple and Tesla. \n\n\n     Plenty of Wall Street strategists believe these companies can continue to outperform. In a note to clients shared with MarketWatch on Wednesday, strategists at Capital Economics said the group could continue its stretch of market-beating performance even in a recession, thanks to the companies' strong balance sheets and prospects for earnings growth. \n\n\n     \"Given our pessimistic view of the economy in the U.S., we think that equities there will fare quite poorly in the near term. But the biggest components of the S&P 500 might hold up better,\" the team said in written commentary. \n\n\n     Strong earnings forecasts also factored into their bullish view. Thanks in part to the artificial-intelligence boom, expected earnings growth for the Magnificent Seven over the next year dwarfs that of the rest of the S&P 500. \n\n\n     U.S. stocks finished mixed on Wednesday, but the tech-heavy Nasdaq Composite COMP kept pace with the S&P 500, gaining 0.1% to finish at 13,650.41, according to FactSet data. \n\n\n     The S&P 500 SPX rose 0.1% to 4,382.80. Gains for Magnificent Seven members helped offset weakness in other Nasdaq stocks, with Nvidia and Microsoft among the best performers in the group. \n\n\n     -Joseph Adinolfi \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 08, 2023 16:28 ET (21:28 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239429028479280,"gmtCreate":1699482635284,"gmtModify":1699482636791,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"技术指标会高档背离，不准的","listText":"技术指标会高档背离，不准的","text":"技术指标会高档背离，不准的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239429028479280","repostId":"2381333426","repostType":2,"repost":{"id":"2381333426","pubTimestamp":1699413003,"share":"https://www.laohu8.com/m/news/2381333426?lang=&edition=full","pubTime":"2023-11-08 11:10","market":"sh","language":"zh","title":"微软股价在AI加持下创新高 恐将迎来回档 但长期潜力仍强","url":"https://stock-news.laohu8.com/highlight/detail?id=2381333426","media":"鉅亨网","summary":"在人工智能 (AI) 重要伙伴成长前景乐观的加持下，微软 (MSFT-US) 周二股价收高 1% 多至每股 360.53 美元创历史新高，市值约为 2.68 兆美元。","content":"<p>在人工智能 (AI) 重要伙伴成长前景乐观的加持下，<a href=\"https://laohu8.com/S/MSFT\">微软</a> (MSFT-US) 周二 (7 日) 股价收高逾 1% 至每股 360.53 美元创历史新高，市值约为 2.68 兆美元。</p><p>美股大盘周二全部上涨，其中 S&amp;P 500 指数连续第 7 日收高，微软则连涨 8 日，如此多日的涨势为 2021 年 1 月 28 日以来首见，且超越 7 月 18 日创下的 359.49 美元前高点。</p><p>微软公布最新季度财报后当日收高&nbsp;3.1%，随后迎来一连串上涨，其力道来自 Azure 云端业务的提振。</p><p>但不只是财报，在经历 8 月和 9 月的科技业疲软潮后，微软的表现已优于同业，自 9 月底以来，该股已上涨 15%，涨幅超过<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> (AMZN-US) 同期 12% 涨幅、Meta (META-US) 6.5%、辉达 (NVDA-US) 和<a href=\"https://laohu8.com/S/AAPL\">苹果</a> (AAPL-US) 6% 的涨幅。Alphabet (GOOGL-US) 仅小涨 0.3%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>则下跌 13% 之多。</p><p>然而，分析师指出微软的 14 天相对强度指数 (RSI) 可能是一大隐患。RSI 是衡量股票或指数动能或缺乏动能的指标，若下行至越接近 20，超卖程度就越大，反之接近 80 则表示股票处于严重超买状态。</p><p>通常 RSI 低于 30 就表明股市可能准备反弹，而高于 60 表明股票可能准备回档。微软的 RSI 目前为 72.75，显见已严重超买，并且可能即将回调。</p><p>但从长期潜力来说，这不意味微软股票不值得购买，原因是微软业务有许多亮点，其中包括云端业务。在经过昨日 ChatGPT 举行的开发者大会后，微软的云端业务应会收获水涨船高的效益，意味着投资者未来几日可能有更好的买进机会。</p>","source":"cnyes_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>微软股价在AI加持下创新高 恐将迎来回档 但长期潜力仍强</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微软股价在AI加持下创新高 恐将迎来回档 但长期潜力仍强\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-08 11:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.cnyes.com/news/id/5370784?exp=a><strong>鉅亨网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在人工智能 (AI) 重要伙伴成长前景乐观的加持下，微软 (MSFT-US) 周二 (7 日) 股价收高逾 1% 至每股 360.53 美元创历史新高，市值约为 2.68 兆美元。美股大盘周二全部上涨，其中 S&P 500 指数连续第 7 日收高，微软则连涨 8 日，如此多日的涨势为 2021 年 1 月 28 日以来首见，且超越 7 月 18 日创下的 359.49 美元前高点。微软公布最新季度...</p>\n\n<a href=\"https://news.cnyes.com/news/id/5370784?exp=a\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cimg.cnyes.cool/prod/news/5370784/xs/4f5c14475e72f08ad612f9cf16275cb8.jpg","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4548":"巴美列捷福持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0109391861.USD":"富兰克林美国机遇基金A 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ACC","MSFT":"微软","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4534":"瑞士信贷持仓","BK4576":"AR","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","BK4525":"远程办公概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4577":"网络游戏","BK4527":"明星科技股","BK4579":"人工智能","BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4503":"景林资产持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4581":"高盛持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4504":"桥水持仓","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus"},"source_url":"https://news.cnyes.com/news/id/5370784?exp=a","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2381333426","content_text":"在人工智能 (AI) 重要伙伴成长前景乐观的加持下，微软 (MSFT-US) 周二 (7 日) 股价收高逾 1% 至每股 360.53 美元创历史新高，市值约为 2.68 兆美元。美股大盘周二全部上涨，其中 S&P 500 指数连续第 7 日收高，微软则连涨 8 日，如此多日的涨势为 2021 年 1 月 28 日以来首见，且超越 7 月 18 日创下的 359.49 美元前高点。微软公布最新季度财报后当日收高 3.1%，随后迎来一连串上涨，其力道来自 Azure 云端业务的提振。但不只是财报，在经历 8 月和 9 月的科技业疲软潮后，微软的表现已优于同业，自 9 月底以来，该股已上涨 15%，涨幅超过亚马逊 (AMZN-US) 同期 12% 涨幅、Meta (META-US) 6.5%、辉达 (NVDA-US) 和苹果 (AAPL-US) 6% 的涨幅。Alphabet (GOOGL-US) 仅小涨 0.3%，特斯拉则下跌 13% 之多。然而，分析师指出微软的 14 天相对强度指数 (RSI) 可能是一大隐患。RSI 是衡量股票或指数动能或缺乏动能的指标，若下行至越接近 20，超卖程度就越大，反之接近 80 则表示股票处于严重超买状态。通常 RSI 低于 30 就表明股市可能准备反弹，而高于 60 表明股票可能准备回档。微软的 RSI 目前为 72.75，显见已严重超买，并且可能即将回调。但从长期潜力来说，这不意味微软股票不值得购买，原因是微软业务有许多亮点，其中包括云端业务。在经过昨日 ChatGPT 举行的开发者大会后，微软的云端业务应会收获水涨船高的效益，意味着投资者未来几日可能有更好的买进机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":232595710353696,"gmtCreate":1697813897526,"gmtModify":1697813899563,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"有可能跌破200美元，小心观望，持续关注即可 因为马斯克吹唏太大了，很多事情实现都持续延后","listText":"有可能跌破200美元，小心观望，持续关注即可 因为马斯克吹唏太大了，很多事情实现都持续延后","text":"有可能跌破200美元，小心观望，持续关注即可 因为马斯克吹唏太大了，很多事情实现都持续延后","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/232595710353696","repostId":"1180445624","repostType":2,"repost":{"id":"1180445624","pubTimestamp":1697769205,"share":"https://www.laohu8.com/m/news/1180445624?lang=&edition=full","pubTime":"2023-10-20 10:33","market":"us","language":"en","title":"Tesla Stock Tumbles - Time To Buy Or Bye-Bye?","url":"https://stock-news.laohu8.com/highlight/detail?id=1180445624","media":"Seeking Alpha","summary":"SummaryTesla, Inc. stock dropped after a disappointing Q3 earnings announcement, but margin compression is expected to be transitory.Margin compression occurred due to price cuts, inflation, and high ","content":"<html><head></head><body><h2 id=\"id_1038615942\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>Tesla, Inc. stock dropped after a disappointing Q3 earnings announcement, but margin compression is expected to be transitory.</p></li><li><p>Margin compression occurred due to price cuts, inflation, and high borrowing costs negatively impacting Tesla&#39;s bottom line.</p></li><li><p>Tesla&#39;s fundamental backdrop is expected to strengthen as the economy improves, leading to higher stock prices in the future.</p></li><li><p>The $220-200 range is an attractive long-term entry level for Tesla.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60b51eca0c9ad8a7800ebac2ed9865e6\" alt=\"Spencer Platt/Getty Images News\" title=\"Spencer Platt/Getty Images News\" tg-width=\"750\" tg-height=\"422\"/><span>Spencer Platt/Getty Images News</span></p><p style=\"text-align: left;\"><strong>Tesla, Inc.</strong> (NASDAQ:TSLA) stock has dropped after its &#34;disappointing&#34; Q3 earnings announcement. Tesla is trading around $225, down roughly 7% in pre-market when writing this. While Tesla&#39;s margins contract during this challenging phase, margin compression could be transitory. The slow growth and high-interest rate economic environment negatively impact Tesla&#39;s bottom line.</p><p style=\"text-align: left;\">Price cuts, inflation, high borrowing costs, and other temporary elements are eating into Tesla&#39;s bottom line, negatively impacting its stock price. However, Tesla&#39;s fundamental backdrop should strengthen as the economic downturn passes and the economy returns to normalized financial conditions. Due to Tesla&#39;s dominant, market-leading position, its economies of scale, and other competitive advantages, its revenue and EPS growth could accelerate in the coming quarters, leading to a much higher stock price in future years.</p><h2 id=\"id_3391094614\" style=\"text-align: left;\">Tesla&#39;s Buy-In Zone Approaches: $220-200</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e15b5a984b8dbe738c47007a82329c33\" alt=\"TSLA (StockCharts.com)\" title=\"TSLA (StockCharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>TSLA (StockCharts.com)</span></p><p style=\"text-align: left;\">Tesla&#39;s stock is still in the $200-300 range. Tesla has consolidated in this range for around five months and could continue moving sideways in the near term. The technical image is stable, neither oversold nor overbought. However, constructive fundamental factors should push Tesla&#39;s stock higher, likely above the $300 resistance level in Q1 2024. We can continue making money from Tesla&#39;s stock via the wheel and the covered call dividend (&#34;CCD&#34;) options strategies.</p><p style=\"text-align: left;\"><strong>The Tesla CCD Plan</strong></p><p style=\"text-align: left;\">I sold covered calls against my Tesla position earlier this month, earning about 5% on my Tesla position after repurchasing the $270 covered calls before earnings. I then sold the $250 covered calls closer to its earnings announcement. Now, I am repurchasing those covered calls for a substantially lower premium. I own Tesla for the long term, and the stock makes money for me in times of volatility via the covered call dividend strategy.</p><p style=\"text-align: left;\"><strong>Tesla&#39;s Wheel Strategy</strong></p><p style=\"text-align: left;\">We can implement the highly effective wheel options strategy with Tesla. We can sell/create cash-secured put options, selling the 11/17/23 $220 puts for $20, earning a 10% premium, earning the possibility to purchase Tesla shares in our $220-200 buy-zone. Also, I am not worried about Tesla in the intermediate and long term, as its stock price should go much higher.</p><h4 id=\"id_1572056471\" style=\"text-align: left;\">Tesla&#39;s Transitory Margin Compression</h4><p style=\"text-align: left;\">Tesla recently reported Q3 non-GAAP EPS of $0.66, missing the consensus estimate by seven cents. Additionally, Tesla reported $23.35B in revenues (+9% YoY), missing the consensus mark by $790 million. Tesla reported a Capex of $2.46B, a 19% rise over the same time last year.</p><p style=\"text-align: left;\">However, the primary reason why Tesla missed revenue estimates and reported slightly lower-than-expected profits was due to price cuts in the electric vehicle (&#34;EV&#34;) segment. Tesla&#39;s most recent round of price cuts could cost the company around $2 billion in annual sales.</p><p style=\"text-align: left;\">While this may seem detrimental, Tesla&#39;s price cuts should be transitory. Tesla&#39;s ability to drop prices enables it to capture market share from other car companies. Moreover, Tesla can afford to decrease price tags due to its high level of profitability. This phenomenon represents a distinct advantage for Tesla, as it can raise prices in the future. Additionally, this dynamic should push Tesla toward advertising more, enabling increased sales.</p><h4 id=\"id_324648713\" style=\"text-align: left;\">Tesla&#39;s Financial Summary</h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb451dabb8e29b46b7a229868f80d283\" alt=\"Financial summary (ir.tesla.com)\" title=\"Financial summary (ir.tesla.com)\" tg-width=\"640\" tg-height=\"414\"/><span>Financial summary (ir.tesla.com)</span></p><p style=\"text-align: left;\">Total automotive revenues were $19.625B last quarter, a 5% YoY gain. Yet, deliveries surged by 26% YoY, illustrating the significant impact of the price cuts. However, EG&amp;S revenues surged by 40% YoY, demonstrating solid demand and robust growth in Tesla&#39;s energy space. Services and other revenues also surged by 32%. Additionally, Tesla&#39;s Cybertruck and Tesla Semi segments should provide increasingly more revenues in 2024 and 2025. Moreover, Tesla&#39;s viral and ultra-profitable Model 3/Y segments should provide improved revenue growth in future years as ASPs go up.</p><p style=\"text-align: left;\"><strong>Tesla Deliveries - By Quarter, Yearly</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6a09c5f6da4cea75afab9bffc8c2ded\" alt=\"Tesla deliveries (Statista.com)\" title=\"Tesla deliveries (Statista.com)\" tg-width=\"640\" tg-height=\"412\"/><span>Tesla deliveries (Statista.com)</span></p><p style=\"text-align: left;\">If we dig deeper, we see that Tesla&#39;s automotive sales revenue was about $18.58 billion in Q3. Once we adjusted for lease accounting, Tesla delivered around 14,706 Model S/X vehicles and approximately 402,311 Model Y/3 cars in the third quarter. If we use an ASP of about $110,000 from the Model S/X segment, we reach nearly $1.6 billion in Model S/X sales. Therefore, the Model 3/Y segment accounted for roughly $17 billion in revenues. This dynamic suggests that Tesla&#39;s Model 3/Y segment ASP was around $42,250.</p><p style=\"text-align: left;\">This ASP is a decrease over last year&#39;s ASP and is less than my (higher-end) $44,000 ASP estimate in Tesla Q3 projections. However, we should see Tesla ASPs increasing as the economic landscape improves, the Fed adopts a more accessible monetary stance, and cheaper financing options become widely available. Despite the challenging macroeconomic atmosphere, Tesla&#39;s gross margin was 18% last quarter. Tesla&#39;s GAAP net income margin was 8%.</p><p style=\"text-align: left;\">While we see some temporary margin compression, Tesla&#39;s margins remain healthy. Additionally, margin compression occurred due to price cuts, inflation, higher R&amp;D spending, and other transitory factors. As economic conditions normalize, margins and profitability should improve in future years and quarters.</p><h2 id=\"id_3237951259\" style=\"text-align: left;\">The Bottom Line: Buy The Drop In Tesla</h2><p style=\"text-align: left;\">We get few compelling opportunities to buy drops in Tesla. Like all companies, Tesla has moments of imperfection and goes through challenging periods. Tesla is going through a transitory margin compression phase, but there is no reason to panic. Tesla&#39;s stock could go marginally lower from here, yet the downside risk is likely minimal.</p><p style=\"text-align: left;\"><strong>Tesla 5-Year Chart</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8024922e3e7028e20ca46116754738ac\" alt=\"TSLA (StockCharts.com)\" title=\"TSLA (StockCharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>TSLA (StockCharts.com)</span></p><p style=\"text-align: left;\">Tesla&#39;s stock appreciated considerably. It also fell nose-first from its $420 top. However, the $100 bear market bottom may have been a generational buy. Therefore, we should not see Tesla&#39;s stock back near par again. However, we could see a more significant pullback to about the $200 level, roughly a 33% giveback from its recent high.</p><p style=\"text-align: left;\">Additionally, around $200, Tesla&#39;s stock would trade at 28 times $7 in next year&#39;s EPS estimates (higher ed EPS estimates go to $8). Despite Tesla&#39;s transitory slowdown in earnings growth, it could expand EPS more efficiently due to its dominant market-leading position, economies of scale, and other competitive advantages in future years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a750651e05f013cfab2323b626327f24\" alt=\"Source: The Financial Prophet.\" title=\"Source: The Financial Prophet.\" tg-width=\"765\" tg-height=\"547\"/><span>Source: The Financial Prophet.</span></p><h2 id=\"id_2981761085\" style=\"text-align: left;\">Risks to Tesla</h2><p style=\"text-align: left;\">Tesla faces challenges due to increased competition, inflation, margin compression, and a general economic slowdown. These and other risks could negatively impact Tesla&#39;s revenue and EPS growth, leading to lower-than-expected profitability. This bearish dynamic (if it plays out) could worsen sentiment, potentially leading to multiple compressions and a lower-than-anticipated stock price in the coming years. Investors should examine these and other risks before investing in Tesla.</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 Stock Tumbles - Time To Buy Or Bye-Bye?</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 Stock Tumbles - Time To Buy Or Bye-Bye?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-20 10:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4641842-consider-buying-the-drop-in-tesla-stock-post-q3-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc. stock dropped after a disappointing Q3 earnings announcement, but margin compression is expected to be transitory.Margin compression occurred due to price cuts, inflation, and high ...</p>\n\n<a href=\"https://seekingalpha.com/article/4641842-consider-buying-the-drop-in-tesla-stock-post-q3-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4641842-consider-buying-the-drop-in-tesla-stock-post-q3-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1180445624","content_text":"SummaryTesla, Inc. stock dropped after a disappointing Q3 earnings announcement, but margin compression is expected to be transitory.Margin compression occurred due to price cuts, inflation, and high borrowing costs negatively impacting Tesla's bottom line.Tesla's fundamental backdrop is expected to strengthen as the economy improves, leading to higher stock prices in the future.The $220-200 range is an attractive long-term entry level for Tesla.Spencer Platt/Getty Images NewsTesla, Inc. (NASDAQ:TSLA) stock has dropped after its \"disappointing\" Q3 earnings announcement. Tesla is trading around $225, down roughly 7% in pre-market when writing this. While Tesla's margins contract during this challenging phase, margin compression could be transitory. The slow growth and high-interest rate economic environment negatively impact Tesla's bottom line.Price cuts, inflation, high borrowing costs, and other temporary elements are eating into Tesla's bottom line, negatively impacting its stock price. However, Tesla's fundamental backdrop should strengthen as the economic downturn passes and the economy returns to normalized financial conditions. Due to Tesla's dominant, market-leading position, its economies of scale, and other competitive advantages, its revenue and EPS growth could accelerate in the coming quarters, leading to a much higher stock price in future years.Tesla's Buy-In Zone Approaches: $220-200TSLA (StockCharts.com)Tesla's stock is still in the $200-300 range. Tesla has consolidated in this range for around five months and could continue moving sideways in the near term. The technical image is stable, neither oversold nor overbought. However, constructive fundamental factors should push Tesla's stock higher, likely above the $300 resistance level in Q1 2024. We can continue making money from Tesla's stock via the wheel and the covered call dividend (\"CCD\") options strategies.The Tesla CCD PlanI sold covered calls against my Tesla position earlier this month, earning about 5% on my Tesla position after repurchasing the $270 covered calls before earnings. I then sold the $250 covered calls closer to its earnings announcement. Now, I am repurchasing those covered calls for a substantially lower premium. I own Tesla for the long term, and the stock makes money for me in times of volatility via the covered call dividend strategy.Tesla's Wheel StrategyWe can implement the highly effective wheel options strategy with Tesla. We can sell/create cash-secured put options, selling the 11/17/23 $220 puts for $20, earning a 10% premium, earning the possibility to purchase Tesla shares in our $220-200 buy-zone. Also, I am not worried about Tesla in the intermediate and long term, as its stock price should go much higher.Tesla's Transitory Margin CompressionTesla recently reported Q3 non-GAAP EPS of $0.66, missing the consensus estimate by seven cents. Additionally, Tesla reported $23.35B in revenues (+9% YoY), missing the consensus mark by $790 million. Tesla reported a Capex of $2.46B, a 19% rise over the same time last year.However, the primary reason why Tesla missed revenue estimates and reported slightly lower-than-expected profits was due to price cuts in the electric vehicle (\"EV\") segment. Tesla's most recent round of price cuts could cost the company around $2 billion in annual sales.While this may seem detrimental, Tesla's price cuts should be transitory. Tesla's ability to drop prices enables it to capture market share from other car companies. Moreover, Tesla can afford to decrease price tags due to its high level of profitability. This phenomenon represents a distinct advantage for Tesla, as it can raise prices in the future. Additionally, this dynamic should push Tesla toward advertising more, enabling increased sales.Tesla's Financial SummaryFinancial summary (ir.tesla.com)Total automotive revenues were $19.625B last quarter, a 5% YoY gain. Yet, deliveries surged by 26% YoY, illustrating the significant impact of the price cuts. However, EG&S revenues surged by 40% YoY, demonstrating solid demand and robust growth in Tesla's energy space. Services and other revenues also surged by 32%. Additionally, Tesla's Cybertruck and Tesla Semi segments should provide increasingly more revenues in 2024 and 2025. Moreover, Tesla's viral and ultra-profitable Model 3/Y segments should provide improved revenue growth in future years as ASPs go up.Tesla Deliveries - By Quarter, YearlyTesla deliveries (Statista.com)If we dig deeper, we see that Tesla's automotive sales revenue was about $18.58 billion in Q3. Once we adjusted for lease accounting, Tesla delivered around 14,706 Model S/X vehicles and approximately 402,311 Model Y/3 cars in the third quarter. If we use an ASP of about $110,000 from the Model S/X segment, we reach nearly $1.6 billion in Model S/X sales. Therefore, the Model 3/Y segment accounted for roughly $17 billion in revenues. This dynamic suggests that Tesla's Model 3/Y segment ASP was around $42,250.This ASP is a decrease over last year's ASP and is less than my (higher-end) $44,000 ASP estimate in Tesla Q3 projections. However, we should see Tesla ASPs increasing as the economic landscape improves, the Fed adopts a more accessible monetary stance, and cheaper financing options become widely available. Despite the challenging macroeconomic atmosphere, Tesla's gross margin was 18% last quarter. Tesla's GAAP net income margin was 8%.While we see some temporary margin compression, Tesla's margins remain healthy. Additionally, margin compression occurred due to price cuts, inflation, higher R&D spending, and other transitory factors. As economic conditions normalize, margins and profitability should improve in future years and quarters.The Bottom Line: Buy The Drop In TeslaWe get few compelling opportunities to buy drops in Tesla. Like all companies, Tesla has moments of imperfection and goes through challenging periods. Tesla is going through a transitory margin compression phase, but there is no reason to panic. Tesla's stock could go marginally lower from here, yet the downside risk is likely minimal.Tesla 5-Year ChartTSLA (StockCharts.com)Tesla's stock appreciated considerably. It also fell nose-first from its $420 top. However, the $100 bear market bottom may have been a generational buy. Therefore, we should not see Tesla's stock back near par again. However, we could see a more significant pullback to about the $200 level, roughly a 33% giveback from its recent high.Additionally, around $200, Tesla's stock would trade at 28 times $7 in next year's EPS estimates (higher ed EPS estimates go to $8). Despite Tesla's transitory slowdown in earnings growth, it could expand EPS more efficiently due to its dominant market-leading position, economies of scale, and other competitive advantages in future years.Source: The Financial Prophet.Risks to TeslaTesla faces challenges due to increased competition, inflation, margin compression, and a general economic slowdown. These and other risks could negatively impact Tesla's revenue and EPS growth, leading to lower-than-expected profitability. This bearish dynamic (if it plays out) could worsen sentiment, potentially leading to multiple compressions and a lower-than-anticipated stock price in the coming years. Investors should examine these and other risks before investing in Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":232594833871120,"gmtCreate":1697813611011,"gmtModify":1697813613364,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"资本市场给你资金充配时，不好好专心经营Tesla ，还去并购X公司，这样同时经营管理太多公司了，当碰到融资中期高利率环境下，会很难想像 目前面临各家公司获利都在衰退时，不知你要如何取舍应对","listText":"资本市场给你资金充配时，不好好专心经营Tesla ，还去并购X公司，这样同时经营管理太多公司了，当碰到融资中期高利率环境下，会很难想像 目前面临各家公司获利都在衰退时，不知你要如何取舍应对","text":"资本市场给你资金充配时，不好好专心经营Tesla ，还去并购X公司，这样同时经营管理太多公司了，当碰到融资中期高利率环境下，会很难想像 目前面临各家公司获利都在衰退时，不知你要如何取舍应对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/232594833871120","repostId":"2376813295","repostType":2,"repost":{"id":"2376813295","pubTimestamp":1697795100,"share":"https://www.laohu8.com/m/news/2376813295?lang=&edition=full","pubTime":"2023-10-20 17:45","market":"us","language":"en","title":"Musk’s Wealth Shrinks By $16 billion After Tesla Earnings Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=2376813295","media":"Bloomberg","summary":"Elon Musk loses $16.1 billion as Tesla shares tumble on weak Q3 performance","content":"<html><head></head><body><ul style=\"\"><li><p>Shares slump after repeated price cuts weigh on margins</p></li><li><p>Musk is still world’s richest person with $210 billion fortune</p></li></ul><p>Elon Musk’s fortune slumped by $16.1 billion Thursday after Tesla Inc.’s weak third-quarter earnings weighed on shares.</p><p style=\"text-align: start;\">Musk, who is the richest person on the planet with a fortune of $209.6 billion, owns 13% of Tesla and derives the majority of his wealth from the auto company. Tesla’s shares fell by 9.3% after it missed both earnings and sales expectations for the quarter.</p><p style=\"text-align: start;\">In a conference call following the earnings release Wednesday, Musk repeatedly mentioned the toll of high interest rates on consumer confidence. The electric-vehicle juggernaut reported its first quarterly fall in sales this year, delivering 435,059 vehicles, while margins fell to the lowest in over four years after the company repeatedly cut prices for its cars.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd87acfbdfa9e42de460a1f05949a0e4\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Still, Musk’s wealth is up by more than $70 billion in 2023 alongside a rebound in Tesla shares despite the deteriorating fundamentals. After briefly being overtaken by LVMH’s Bernard Arnault, he’s once again the world’s wealthiest person by a wide margin.</p><p style=\"text-align: start;\">Despite its struggles, Tesla maintains that it will put 1.8 million customers into new vehicles by year-end. Tesla remains the most valuable vehicle producer in the world and said it will deliver its first long-awaited Cybertrucks in November, about two years behind schedule.</p></body></html>","source":"lsy1584095487587","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>Musk’s Wealth Shrinks By $16 billion After Tesla Earnings Miss</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\">\nMusk’s Wealth Shrinks By $16 billion After Tesla Earnings Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-20 17:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-10-19/elon-musk-s-wealth-shrinks-by-16-billion-after-tesla-earnings-miss><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares slump after repeated price cuts weigh on marginsMusk is still world’s richest person with $210 billion fortuneElon Musk’s fortune slumped by $16.1 billion Thursday after Tesla Inc.’s weak third...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-10-19/elon-musk-s-wealth-shrinks-by-16-billion-after-tesla-earnings-miss\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","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","BK4592":"伊斯兰概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4527":"明星科技股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","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","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4581":"高盛持仓","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","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"source_url":"https://www.bloomberg.com/news/articles/2023-10-19/elon-musk-s-wealth-shrinks-by-16-billion-after-tesla-earnings-miss","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2376813295","content_text":"Shares slump after repeated price cuts weigh on marginsMusk is still world’s richest person with $210 billion fortuneElon Musk’s fortune slumped by $16.1 billion Thursday after Tesla Inc.’s weak third-quarter earnings weighed on shares.Musk, who is the richest person on the planet with a fortune of $209.6 billion, owns 13% of Tesla and derives the majority of his wealth from the auto company. Tesla’s shares fell by 9.3% after it missed both earnings and sales expectations for the quarter.In a conference call following the earnings release Wednesday, Musk repeatedly mentioned the toll of high interest rates on consumer confidence. The electric-vehicle juggernaut reported its first quarterly fall in sales this year, delivering 435,059 vehicles, while margins fell to the lowest in over four years after the company repeatedly cut prices for its cars.Still, Musk’s wealth is up by more than $70 billion in 2023 alongside a rebound in Tesla shares despite the deteriorating fundamentals. After briefly being overtaken by LVMH’s Bernard Arnault, he’s once again the world’s wealthiest person by a wide margin.Despite its struggles, Tesla maintains that it will put 1.8 million customers into new vehicles by year-end. Tesla remains the most valuable vehicle producer in the world and said it will deliver its first long-awaited Cybertrucks in November, about two years behind schedule.","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231157298319424,"gmtCreate":1697458035129,"gmtModify":1697458036864,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Netflix节目多，消费者离不开，涨价续订","listText":"Netflix节目多，消费者离不开，涨价续订","text":"Netflix节目多，消费者离不开，涨价续订","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231157298319424","repostId":"1134192977","repostType":2,"repost":{"id":"1134192977","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":1697438313,"share":"https://www.laohu8.com/m/news/1134192977?lang=&edition=full","pubTime":"2023-10-16 14:38","market":"sh","language":"zh","title":"财报前瞻 | 忧用户增长兼加价，奈飞遭分析师看淡，纷纷下调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1134192977","media":"老虎资讯综合","summary":"由于广告增长缓慢以及授权内容支出可能增加，华尔街大行纷纷下调其目标价。自Q2财报以来，奈飞股票表现显著低于市场，下跌了23%，而标普500下跌了4%。奈飞表示，其打击行动正在全面展开，不过需要几个季度才能解决。奈飞预计第三季度将增加 617.5 万付费用户，使其总数达到 2.445 亿的新纪录高点。报告称，奈飞在2023年2月和2024年1月打击付费分享后，净增长看来更具挑战性，特别是奈飞计划于2024年加价。TD Cowen将目标价从515美元下调至500美元。","content":"<html><head></head><body><blockquote><p>摘要：根据彭博社分析师预期，奈飞第三季度营收预计为85.36亿美元，调整后净利润为15.82亿美元，每股收益为3.487美元。</p></blockquote><p style=\"text-align: start;\">奈飞将于10月18日美国股市收盘后（北京时间10月19日）发布2023年第三季度财报。由于广告增长缓慢以及授权内容支出可能增加，华尔街大行纷纷下调其目标价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ae1eeb9af35bcaafcd898e5c42ef7f6\" title=\"\" tg-width=\"2096\" tg-height=\"1458\"/></p><p style=\"text-align: start;\">自Q2财报以来，奈飞股票表现显著低于市场，下跌了23%，而标普500下跌了4%。</p><p style=\"text-align: start;\">根据彭博社分析师预期，奈飞第三季度营收预计为85.36亿美元，调整后净利润为15.82亿美元，每股收益为3.487美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbae31549a693ad6726ff11f5b731041\" title=\"\" tg-width=\"1121\" tg-height=\"622\"/></p><p><strong>奈飞二季度营收和业绩指引逊于预期，用户增长大超预期</strong></p><p>回顾二季度，奈飞第二季度营收81.9亿美元，同比增长2.7%，略低于分析师预期的83亿美元。这在一定程度上是由于外汇汇率和一些市场的降价。第二季度每股收益将为3.52美元，高于市场预计的3.23美元。</p><p>奈飞预计三季度营收将同比大幅增长7.5%至85.2亿美元，但受到汇率波动和部分地区订阅费用下调的拖累，这一指引仍然低于市场预期的86.7亿美元。</p><p>对于全年的经营利润率指引，奈飞维持18%至20%的预期。此外，该公司将今年全年自由现金流预测从之前的至少35亿美元上调至50亿美元，原因是好莱坞编剧和演员罢工，导致制作停止并削减支出。</p><p>打击密码共享行动、新的广告支持订阅服务初见成效，上季度新增付费用户数大幅高于预期。尽管财务数据并不完全尽如人意，但这难掩奈飞用户数的大幅增加。</p><p>Netflix 表示，密码打击和付费共享选项应该会导致 2023 年下半年收入加速增长。</p><p><strong>第三季度我们将重点关注什么？</strong></p><p>对于奈飞来说，这是一个重要的季度，因为这将是对其战略的第一次真正考验，该战略旨在通过打击密码共享、引入新的付费共享选项和更便宜的广告来防止世界各地的家庭免费使用其服务。</p><p><strong>打击密码共享和付费共享如何影响收入</strong></p><p>今年早些时候，奈飞开始收紧对那些利用朋友或家人账户的行为的控制。奈飞现在鼓励这些“借款人”建立自己的帐户，可以是独立帐户，也可以作为现有帐户的附加配置文件。不管怎样，奈飞都让这些借款人望而却步，有可能让大量已经喜欢其平台的消费者获利。这是一个巨大的数字 - 奈飞此前曾表示，全球有超过 1 亿家庭可以免费观看！</p><p style=\"text-align: left;\">最终，这意味着许多人将被奈飞切断并有选择；付费或无法访问其内容。奈飞表示，其打击行动正在全面展开，不过需要几个季度才能解决。鼓励所有这些借款人进行转换需要时间，而且并非所有人都会这样做，但即使一小部分人建立了自己的账户，它也可以提供巨大的推动作用。</p><p><strong>广告层可能需要更多时间才能产生真正影响</strong></p><p>奈飞想要在竞争激烈的环境中吸引营销资金，并计划未来至少 10% 的总收入来自广告，就需要迅速扩大规模。</p><p style=\"text-align: left;\">这意味着它有一个潜在的新催化剂，可以进一步提供新的动力。广告将成为 2024 年更大的主题，但今年不会做出实质性贡献。尽管如此，当它试图鼓励各种不同的借款人（从频繁的用户到经常借钱的人）还款时，能够提供更便宜的等级还是很方便的。</p><p style=\"text-align: left;\">奈飞调整了其等级和定价，以确保其拥有适合每个人的套餐，价格范围从低至 6.99 美元到高达 19.99 美元（适用于美国每个家庭）。这可能会导致每个会员的平均收入在短期内出现波动，但管理层相信，从中长期来看，这最终将是有益的。</p><p>奈飞已停止提供订户数量指引，现在更加关注收入、利润率和利润。尽管如此，这仍是一项受到密切关注的指标，旨在根据其新战略衡量需求的表现。华尔街认为，打击行动将导致第三季度用户增长更快，并在第四季度再次加速。奈飞预计第三季度将增加 617.5 万付费用户，使其总数达到 2.445 亿的新纪录高点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02292d81310d46a371e4622007faf542\" title=\"Netflix 的新战略应该会在 2023 年下半年带来更快的用户增长\" tg-width=\"640\" tg-height=\"360\"/><span>Netflix 的新战略应该会在 2023 年下半年带来更快的用户增长</span></p><p style=\"text-align: left;\">（资料来源：公司报告，以及彭博社的预估）</p><p><strong>分析师意见</strong></p><p><strong>由于对奈飞未来增长感到担忧，Wolfe Research、摩根士丹利、高盛等大行纷纷下调其目标价；而摩根大通和花旗却持积极态度。</strong></p><ul style=\"\"><li><p><strong>Wolfe Research将其评级由“跑赢大市”下调至“与大市同步”。</strong></p></li></ul><p>研究机构Wolfe Research称，对Netflix（NFLX）未来增长感到担忧，将其评级由“跑赢大市”下调至“与大市同步”，并取消500美元目标价。</p><p>Wolfe Research发表研究报告称，虽然Netflix应该会继续获得全球优质视讯收入份额，Netflix正建立大规模的长期广告业务，虽然含广告月费计划更便宜，但或令客户流失，但消除基本无广告则影响广告销售。</p><p>奈飞早在7月就取消新订阅者每月9.99美元的最低等级无广告订阅方案。美国订户可以选择包含广告的6.99美元计划、15.49美元的标准计划或包含更多串流媒体和改进视讯质量的19.99美元高级计划。</p><p>报告称，奈飞在2023年2月和2024年1月打击付费分享后，净增长看来更具挑战性，特别是奈飞计划于2024年加价。</p><ul style=\"\"><li><p><strong>摩根士丹利将目标价从450美元下调至430美元，维持“持有”评级。</strong></p></li></ul><p>摩根士丹利削减了对更高内容支出的预期，也许来自其媒体竞争对手的增量许可。作为全球规模的流媒体赢家，奈飞值得溢价。然而，共识估计和（股票）估值过快地反映了密码共享（支付）和广告的影响。”</p><ul style=\"\"><li><p><strong>TD Cowen将目标价从515美元下调至500美元</strong>。<strong>但表示在财报前，该公司将坚持其“跑赢大盘”的评级。</strong></p></li></ul><p>TD Cowen表示短期内，我们认为投资者将在第三季度寻找净增长，并在第四季度左右寻找净增长。联合报告第三季度业绩时的货币化努力（付费分享和广告层），以及中期利润率和FCF的颜色。</p><ul style=\"\"><li><p><strong>高盛将目标价从400美元下调至390美元，给与“中性”评级。</strong></p></li></ul><p>高盛将第三季度用户增长预测从600万上调至630万，其中包括将美国和加拿大用户增长预测从90万上调至110万。这使得他的订户期望高于华尔街的平均预期。因为持续的密码打击执行、平台内容的广度和深度（在罢工背景下）相对于竞争的相对优势以及不同的价格点刺激了需求。</p><ul style=\"\"><li><p><strong>摩根大通维持“买入”评级和455美元的目标价格。</strong></p></li></ul><p>摩根大通整体上仍对奈飞持积极态度，但认识到在3Q财报中存在越来越多的问题，投资者希望获得更多关于近期会议评论、广告业务领导层变更以及更软的利润轨迹是否来自竞争实力或较慢增长（或两者兼有）的清晰解释。</p><p>该公司预计，摩根大通预计到2023年底，NFLX借款人获利（通过新账户）将累计达到1800万，到2024年底为3000万，到2025年底为3700万。此外，摩根大通预计到2023年底，广告收入订阅者将达到1000万人，这意味着有2000万以上的月活跃用户/观众，这可能过于乐观。</p><ul style=\"\"><li><p><strong>花旗维持“买入”评级和500美元目标价。</strong></p></li></ul><p>花旗称原因有三个方面。首先，好消息是：奈飞继续占据视频观看份额，广告层仍有显著的上升潜力。其次，中性消息是：预计奈飞在所有关键指标上的业绩都将与华尔街一致。第三，坏消息是：人们普遍预计，2013年第四季度和2024年的收入和利润率可能需要下降。”</p><p>“对花旗来说，这表明看跌的战术定位可能是合理的。但是，一旦卖方的估计被重置，相信随着竞争对手提高定价和适度的内容支出，奈飞仍然是一个有吸引力的买家，这为奈飞与竞争对手拉开距离打开了一个窗口。”</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>财报前瞻 | 忧用户增长兼加价，奈飞遭分析师看淡，纷纷下调目标价</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{ 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{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财报前瞻 | 忧用户增长兼加价，奈飞遭分析师看淡，纷纷下调目标价\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\">2023-10-16 14:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>摘要：根据彭博社分析师预期，奈飞第三季度营收预计为85.36亿美元，调整后净利润为15.82亿美元，每股收益为3.487美元。</p></blockquote><p style=\"text-align: start;\">奈飞将于10月18日美国股市收盘后（北京时间10月19日）发布2023年第三季度财报。由于广告增长缓慢以及授权内容支出可能增加，华尔街大行纷纷下调其目标价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ae1eeb9af35bcaafcd898e5c42ef7f6\" title=\"\" tg-width=\"2096\" tg-height=\"1458\"/></p><p style=\"text-align: start;\">自Q2财报以来，奈飞股票表现显著低于市场，下跌了23%，而标普500下跌了4%。</p><p style=\"text-align: start;\">根据彭博社分析师预期，奈飞第三季度营收预计为85.36亿美元，调整后净利润为15.82亿美元，每股收益为3.487美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbae31549a693ad6726ff11f5b731041\" title=\"\" tg-width=\"1121\" tg-height=\"622\"/></p><p><strong>奈飞二季度营收和业绩指引逊于预期，用户增长大超预期</strong></p><p>回顾二季度，奈飞第二季度营收81.9亿美元，同比增长2.7%，略低于分析师预期的83亿美元。这在一定程度上是由于外汇汇率和一些市场的降价。第二季度每股收益将为3.52美元，高于市场预计的3.23美元。</p><p>奈飞预计三季度营收将同比大幅增长7.5%至85.2亿美元，但受到汇率波动和部分地区订阅费用下调的拖累，这一指引仍然低于市场预期的86.7亿美元。</p><p>对于全年的经营利润率指引，奈飞维持18%至20%的预期。此外，该公司将今年全年自由现金流预测从之前的至少35亿美元上调至50亿美元，原因是好莱坞编剧和演员罢工，导致制作停止并削减支出。</p><p>打击密码共享行动、新的广告支持订阅服务初见成效，上季度新增付费用户数大幅高于预期。尽管财务数据并不完全尽如人意，但这难掩奈飞用户数的大幅增加。</p><p>Netflix 表示，密码打击和付费共享选项应该会导致 2023 年下半年收入加速增长。</p><p><strong>第三季度我们将重点关注什么？</strong></p><p>对于奈飞来说，这是一个重要的季度，因为这将是对其战略的第一次真正考验，该战略旨在通过打击密码共享、引入新的付费共享选项和更便宜的广告来防止世界各地的家庭免费使用其服务。</p><p><strong>打击密码共享和付费共享如何影响收入</strong></p><p>今年早些时候，奈飞开始收紧对那些利用朋友或家人账户的行为的控制。奈飞现在鼓励这些“借款人”建立自己的帐户，可以是独立帐户，也可以作为现有帐户的附加配置文件。不管怎样，奈飞都让这些借款人望而却步，有可能让大量已经喜欢其平台的消费者获利。这是一个巨大的数字 - 奈飞此前曾表示，全球有超过 1 亿家庭可以免费观看！</p><p style=\"text-align: left;\">最终，这意味着许多人将被奈飞切断并有选择；付费或无法访问其内容。奈飞表示，其打击行动正在全面展开，不过需要几个季度才能解决。鼓励所有这些借款人进行转换需要时间，而且并非所有人都会这样做，但即使一小部分人建立了自己的账户，它也可以提供巨大的推动作用。</p><p><strong>广告层可能需要更多时间才能产生真正影响</strong></p><p>奈飞想要在竞争激烈的环境中吸引营销资金，并计划未来至少 10% 的总收入来自广告，就需要迅速扩大规模。</p><p style=\"text-align: left;\">这意味着它有一个潜在的新催化剂，可以进一步提供新的动力。广告将成为 2024 年更大的主题，但今年不会做出实质性贡献。尽管如此，当它试图鼓励各种不同的借款人（从频繁的用户到经常借钱的人）还款时，能够提供更便宜的等级还是很方便的。</p><p style=\"text-align: left;\">奈飞调整了其等级和定价，以确保其拥有适合每个人的套餐，价格范围从低至 6.99 美元到高达 19.99 美元（适用于美国每个家庭）。这可能会导致每个会员的平均收入在短期内出现波动，但管理层相信，从中长期来看，这最终将是有益的。</p><p>奈飞已停止提供订户数量指引，现在更加关注收入、利润率和利润。尽管如此，这仍是一项受到密切关注的指标，旨在根据其新战略衡量需求的表现。华尔街认为，打击行动将导致第三季度用户增长更快，并在第四季度再次加速。奈飞预计第三季度将增加 617.5 万付费用户，使其总数达到 2.445 亿的新纪录高点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02292d81310d46a371e4622007faf542\" title=\"Netflix 的新战略应该会在 2023 年下半年带来更快的用户增长\" tg-width=\"640\" tg-height=\"360\"/><span>Netflix 的新战略应该会在 2023 年下半年带来更快的用户增长</span></p><p style=\"text-align: left;\">（资料来源：公司报告，以及彭博社的预估）</p><p><strong>分析师意见</strong></p><p><strong>由于对奈飞未来增长感到担忧，Wolfe Research、摩根士丹利、高盛等大行纷纷下调其目标价；而摩根大通和花旗却持积极态度。</strong></p><ul style=\"\"><li><p><strong>Wolfe Research将其评级由“跑赢大市”下调至“与大市同步”。</strong></p></li></ul><p>研究机构Wolfe Research称，对Netflix（NFLX）未来增长感到担忧，将其评级由“跑赢大市”下调至“与大市同步”，并取消500美元目标价。</p><p>Wolfe Research发表研究报告称，虽然Netflix应该会继续获得全球优质视讯收入份额，Netflix正建立大规模的长期广告业务，虽然含广告月费计划更便宜，但或令客户流失，但消除基本无广告则影响广告销售。</p><p>奈飞早在7月就取消新订阅者每月9.99美元的最低等级无广告订阅方案。美国订户可以选择包含广告的6.99美元计划、15.49美元的标准计划或包含更多串流媒体和改进视讯质量的19.99美元高级计划。</p><p>报告称，奈飞在2023年2月和2024年1月打击付费分享后，净增长看来更具挑战性，特别是奈飞计划于2024年加价。</p><ul style=\"\"><li><p><strong>摩根士丹利将目标价从450美元下调至430美元，维持“持有”评级。</strong></p></li></ul><p>摩根士丹利削减了对更高内容支出的预期，也许来自其媒体竞争对手的增量许可。作为全球规模的流媒体赢家，奈飞值得溢价。然而，共识估计和（股票）估值过快地反映了密码共享（支付）和广告的影响。”</p><ul style=\"\"><li><p><strong>TD Cowen将目标价从515美元下调至500美元</strong>。<strong>但表示在财报前，该公司将坚持其“跑赢大盘”的评级。</strong></p></li></ul><p>TD Cowen表示短期内，我们认为投资者将在第三季度寻找净增长，并在第四季度左右寻找净增长。联合报告第三季度业绩时的货币化努力（付费分享和广告层），以及中期利润率和FCF的颜色。</p><ul style=\"\"><li><p><strong>高盛将目标价从400美元下调至390美元，给与“中性”评级。</strong></p></li></ul><p>高盛将第三季度用户增长预测从600万上调至630万，其中包括将美国和加拿大用户增长预测从90万上调至110万。这使得他的订户期望高于华尔街的平均预期。因为持续的密码打击执行、平台内容的广度和深度（在罢工背景下）相对于竞争的相对优势以及不同的价格点刺激了需求。</p><ul style=\"\"><li><p><strong>摩根大通维持“买入”评级和455美元的目标价格。</strong></p></li></ul><p>摩根大通整体上仍对奈飞持积极态度，但认识到在3Q财报中存在越来越多的问题，投资者希望获得更多关于近期会议评论、广告业务领导层变更以及更软的利润轨迹是否来自竞争实力或较慢增长（或两者兼有）的清晰解释。</p><p>该公司预计，摩根大通预计到2023年底，NFLX借款人获利（通过新账户）将累计达到1800万，到2024年底为3000万，到2025年底为3700万。此外，摩根大通预计到2023年底，广告收入订阅者将达到1000万人，这意味着有2000万以上的月活跃用户/观众，这可能过于乐观。</p><ul style=\"\"><li><p><strong>花旗维持“买入”评级和500美元目标价。</strong></p></li></ul><p>花旗称原因有三个方面。首先，好消息是：奈飞继续占据视频观看份额，广告层仍有显著的上升潜力。其次，中性消息是：预计奈飞在所有关键指标上的业绩都将与华尔街一致。第三，坏消息是：人们普遍预计，2013年第四季度和2024年的收入和利润率可能需要下降。”</p><p>“对花旗来说，这表明看跌的战术定位可能是合理的。但是，一旦卖方的估计被重置，相信随着竞争对手提高定价和适度的内容支出，奈飞仍然是一个有吸引力的买家，这为奈飞与竞争对手拉开距离打开了一个窗口。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e2ff7a61ae294adb3f9ea5ded0b1544","relate_stocks":{"BK4592":"伊斯兰概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NFLX":"奈飞","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0943347566.SGD":"安联收益及增长平衡基金AM 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H2-SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134192977","content_text":"摘要：根据彭博社分析师预期，奈飞第三季度营收预计为85.36亿美元，调整后净利润为15.82亿美元，每股收益为3.487美元。奈飞将于10月18日美国股市收盘后（北京时间10月19日）发布2023年第三季度财报。由于广告增长缓慢以及授权内容支出可能增加，华尔街大行纷纷下调其目标价。自Q2财报以来，奈飞股票表现显著低于市场，下跌了23%，而标普500下跌了4%。根据彭博社分析师预期，奈飞第三季度营收预计为85.36亿美元，调整后净利润为15.82亿美元，每股收益为3.487美元。奈飞二季度营收和业绩指引逊于预期，用户增长大超预期回顾二季度，奈飞第二季度营收81.9亿美元，同比增长2.7%，略低于分析师预期的83亿美元。这在一定程度上是由于外汇汇率和一些市场的降价。第二季度每股收益将为3.52美元，高于市场预计的3.23美元。奈飞预计三季度营收将同比大幅增长7.5%至85.2亿美元，但受到汇率波动和部分地区订阅费用下调的拖累，这一指引仍然低于市场预期的86.7亿美元。对于全年的经营利润率指引，奈飞维持18%至20%的预期。此外，该公司将今年全年自由现金流预测从之前的至少35亿美元上调至50亿美元，原因是好莱坞编剧和演员罢工，导致制作停止并削减支出。打击密码共享行动、新的广告支持订阅服务初见成效，上季度新增付费用户数大幅高于预期。尽管财务数据并不完全尽如人意，但这难掩奈飞用户数的大幅增加。Netflix 表示，密码打击和付费共享选项应该会导致 2023 年下半年收入加速增长。第三季度我们将重点关注什么？对于奈飞来说，这是一个重要的季度，因为这将是对其战略的第一次真正考验，该战略旨在通过打击密码共享、引入新的付费共享选项和更便宜的广告来防止世界各地的家庭免费使用其服务。打击密码共享和付费共享如何影响收入今年早些时候，奈飞开始收紧对那些利用朋友或家人账户的行为的控制。奈飞现在鼓励这些“借款人”建立自己的帐户，可以是独立帐户，也可以作为现有帐户的附加配置文件。不管怎样，奈飞都让这些借款人望而却步，有可能让大量已经喜欢其平台的消费者获利。这是一个巨大的数字 - 奈飞此前曾表示，全球有超过 1 亿家庭可以免费观看！最终，这意味着许多人将被奈飞切断并有选择；付费或无法访问其内容。奈飞表示，其打击行动正在全面展开，不过需要几个季度才能解决。鼓励所有这些借款人进行转换需要时间，而且并非所有人都会这样做，但即使一小部分人建立了自己的账户，它也可以提供巨大的推动作用。广告层可能需要更多时间才能产生真正影响奈飞想要在竞争激烈的环境中吸引营销资金，并计划未来至少 10% 的总收入来自广告，就需要迅速扩大规模。这意味着它有一个潜在的新催化剂，可以进一步提供新的动力。广告将成为 2024 年更大的主题，但今年不会做出实质性贡献。尽管如此，当它试图鼓励各种不同的借款人（从频繁的用户到经常借钱的人）还款时，能够提供更便宜的等级还是很方便的。奈飞调整了其等级和定价，以确保其拥有适合每个人的套餐，价格范围从低至 6.99 美元到高达 19.99 美元（适用于美国每个家庭）。这可能会导致每个会员的平均收入在短期内出现波动，但管理层相信，从中长期来看，这最终将是有益的。奈飞已停止提供订户数量指引，现在更加关注收入、利润率和利润。尽管如此，这仍是一项受到密切关注的指标，旨在根据其新战略衡量需求的表现。华尔街认为，打击行动将导致第三季度用户增长更快，并在第四季度再次加速。奈飞预计第三季度将增加 617.5 万付费用户，使其总数达到 2.445 亿的新纪录高点。Netflix 的新战略应该会在 2023 年下半年带来更快的用户增长（资料来源：公司报告，以及彭博社的预估）分析师意见由于对奈飞未来增长感到担忧，Wolfe Research、摩根士丹利、高盛等大行纷纷下调其目标价；而摩根大通和花旗却持积极态度。Wolfe Research将其评级由“跑赢大市”下调至“与大市同步”。研究机构Wolfe Research称，对Netflix（NFLX）未来增长感到担忧，将其评级由“跑赢大市”下调至“与大市同步”，并取消500美元目标价。Wolfe Research发表研究报告称，虽然Netflix应该会继续获得全球优质视讯收入份额，Netflix正建立大规模的长期广告业务，虽然含广告月费计划更便宜，但或令客户流失，但消除基本无广告则影响广告销售。奈飞早在7月就取消新订阅者每月9.99美元的最低等级无广告订阅方案。美国订户可以选择包含广告的6.99美元计划、15.49美元的标准计划或包含更多串流媒体和改进视讯质量的19.99美元高级计划。报告称，奈飞在2023年2月和2024年1月打击付费分享后，净增长看来更具挑战性，特别是奈飞计划于2024年加价。摩根士丹利将目标价从450美元下调至430美元，维持“持有”评级。摩根士丹利削减了对更高内容支出的预期，也许来自其媒体竞争对手的增量许可。作为全球规模的流媒体赢家，奈飞值得溢价。然而，共识估计和（股票）估值过快地反映了密码共享（支付）和广告的影响。”TD Cowen将目标价从515美元下调至500美元。但表示在财报前，该公司将坚持其“跑赢大盘”的评级。TD Cowen表示短期内，我们认为投资者将在第三季度寻找净增长，并在第四季度左右寻找净增长。联合报告第三季度业绩时的货币化努力（付费分享和广告层），以及中期利润率和FCF的颜色。高盛将目标价从400美元下调至390美元，给与“中性”评级。高盛将第三季度用户增长预测从600万上调至630万，其中包括将美国和加拿大用户增长预测从90万上调至110万。这使得他的订户期望高于华尔街的平均预期。因为持续的密码打击执行、平台内容的广度和深度（在罢工背景下）相对于竞争的相对优势以及不同的价格点刺激了需求。摩根大通维持“买入”评级和455美元的目标价格。摩根大通整体上仍对奈飞持积极态度，但认识到在3Q财报中存在越来越多的问题，投资者希望获得更多关于近期会议评论、广告业务领导层变更以及更软的利润轨迹是否来自竞争实力或较慢增长（或两者兼有）的清晰解释。该公司预计，摩根大通预计到2023年底，NFLX借款人获利（通过新账户）将累计达到1800万，到2024年底为3000万，到2025年底为3700万。此外，摩根大通预计到2023年底，广告收入订阅者将达到1000万人，这意味着有2000万以上的月活跃用户/观众，这可能过于乐观。花旗维持“买入”评级和500美元目标价。花旗称原因有三个方面。首先，好消息是：奈飞继续占据视频观看份额，广告层仍有显著的上升潜力。其次，中性消息是：预计奈飞在所有关键指标上的业绩都将与华尔街一致。第三，坏消息是：人们普遍预计，2013年第四季度和2024年的收入和利润率可能需要下降。”“对花旗来说，这表明看跌的战术定位可能是合理的。但是，一旦卖方的估计被重置，相信随着竞争对手提高定价和适度的内容支出，奈飞仍然是一个有吸引力的买家，这为奈飞与竞争对手拉开距离打开了一个窗口。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231156531155152,"gmtCreate":1697457848119,"gmtModify":1697457849603,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"加价是好事","listText":"加价是好事","text":"加价是好事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231156531155152","repostId":"1134192977","repostType":2,"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221474942386176,"gmtCreate":1695113200403,"gmtModify":1695113201830,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"玉石俱焚，特斯拉汽车得利","listText":"玉石俱焚，特斯拉汽车得利","text":"玉石俱焚，特斯拉汽车得利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221474942386176","repostId":"2368971735","repostType":2,"repost":{"id":"2368971735","pubTimestamp":1695112776,"share":"https://www.laohu8.com/m/news/2368971735?lang=&edition=full","pubTime":"2023-09-19 16:39","market":"hk","language":"zh","title":"美国汽车工人工会发出通牒：若周五中午前谈判未取得重大进展，罢工将升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2368971735","media":"智通财经网","summary":"如果各方在美东时间周五中午之前没有在谈判中取得“重大进展”，UAW将宣布在福特汽车(F.US)、通用汽车(GM.US)、Stellantis(STLA.US)工厂举行更多罢工。","content":"<html><body><div> <p>智通财经APP获悉，美国汽车工人联合工会(UAW)主席Shawn  Fain于美东时间周一晚上宣布，如果各方在美东时间周五中午之前没有在谈判中取得“重大进展”，UAW将宣布在<a href=\"https://laohu8.com/S/F\">福特汽车</a>(F.US)、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM.US)、Stellantis(STLA.US)工厂举行更多罢工。</p><p>就在一个多星期前，工会宣布在底特律“三大”汽车制造商的组装厂举行有针对性的罢工，约1.27万名工人走上纠察线。</p><p>“汽车工人已经等了足够长的时间来纠正三巨头的错误。我们不能坐以待毙，也不能浪费时间。所以，9月22日星期五中午是新的最后期限，”Fain在工会发布的一段视频中表示。</p><p>Fain此前表示，工会计划根据与公司谈判的进展情况增加停工时间。自从上周五开始举行针对性的罢工以来，工会与每家汽车制造商举行了会议。</p><p>与最初的合同期限不同，Fain没有说需要在公司之间达成临时协议以避免更多的罢工，只是说要“取得重大进展”。</p><p>目前发生罢工的工厂包括通用汽车位于密苏里州温茨维尔的中型卡车和全尺寸货车工厂、福特汽车在密歇根州韦恩的Ranger中型皮卡和野马SUV工厂、Stellantis在俄亥俄州托莱多的吉普牧马人和角斗士工厂。</p><p>工会称此次罢工计划为“站起来”(stand-up )罢工，这是对UAW在1930年代进行的历史性“静坐”(sit-dow)罢工的致敬。</p><p>Fain周一表示：“站起来罢工是一种新的罢工方式。与同时在所有工厂罢工不同，部分工人被呼吁站起来，并走上罢工之路。如果汽车制造商不能在谈判中取得进展，并真诚地讨价还价，更多的工人将被呼吁站起来参加罢工。”</p><p>有针对性的罢工通常集中在关键工厂，然后可能导致其他工厂因缺乏零部件而停产。这并非史无前例，但工会的做法并不典型。</p><p>通用汽车和福特汽车就正在进行的谈判发表了一般性声明，但两家公司都拒绝就周一晚上工会设定的最后期限直接置评。Stellantis周一发布声明称，当天早些时候与工会的讨论是“建设性的，重点是我们可以在哪里找到共同点来达成协议。”</p><p>汽车制造商提出了创纪录的报价，其中包括加薪约20%、数千美元奖金、保留医疗保险和其他附加福利等，但与工会仍存在巨大分歧。</p><p>工会提出的主要要求包括加薪40%、每周工作32小时、恢复传统的养老金制度、取消薪酬等级、恢复生活成本调整等。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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>美国汽车工人工会发出通牒：若周五中午前谈判未取得重大进展，罢工将升级</title>\n<style 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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美国汽车工人工会发出通牒：若周五中午前谈判未取得重大进展，罢工将升级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-19 16:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/996611.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国汽车工人联合工会(UAW)主席Shawn  Fain于美东时间周一晚上宣布，如果各方在美东时间周五中午之前没有在谈判中取得“重大进展”，UAW将宣布在福特汽车(F.US)、通用汽车(GM.US)、Stellantis(STLA.US)工厂举行更多罢工。就在一个多星期前，工会宣布在底特律“三大”汽车制造商的组装厂举行有针对性的罢工，约1.27万名工人走上纠察线。“汽车工人已经...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/996611.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/source/image/22890.jpg?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4555":"新能源车","BK4588":"碎股","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","GM":"通用汽车","BK4099":"汽车制造商","BK4566":"资本集团","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4574":"无人驾驶","BK4561":"索罗斯持仓","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4559":"巴菲特持仓","F":"福特汽车"},"source_url":"http://www.zhitongcaijing.com/content/detail/996611.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2368971735","content_text":"智通财经APP获悉，美国汽车工人联合工会(UAW)主席Shawn  Fain于美东时间周一晚上宣布，如果各方在美东时间周五中午之前没有在谈判中取得“重大进展”，UAW将宣布在福特汽车(F.US)、通用汽车(GM.US)、Stellantis(STLA.US)工厂举行更多罢工。就在一个多星期前，工会宣布在底特律“三大”汽车制造商的组装厂举行有针对性的罢工，约1.27万名工人走上纠察线。“汽车工人已经等了足够长的时间来纠正三巨头的错误。我们不能坐以待毙，也不能浪费时间。所以，9月22日星期五中午是新的最后期限，”Fain在工会发布的一段视频中表示。Fain此前表示，工会计划根据与公司谈判的进展情况增加停工时间。自从上周五开始举行针对性的罢工以来，工会与每家汽车制造商举行了会议。与最初的合同期限不同，Fain没有说需要在公司之间达成临时协议以避免更多的罢工，只是说要“取得重大进展”。目前发生罢工的工厂包括通用汽车位于密苏里州温茨维尔的中型卡车和全尺寸货车工厂、福特汽车在密歇根州韦恩的Ranger中型皮卡和野马SUV工厂、Stellantis在俄亥俄州托莱多的吉普牧马人和角斗士工厂。工会称此次罢工计划为“站起来”(stand-up )罢工，这是对UAW在1930年代进行的历史性“静坐”(sit-dow)罢工的致敬。Fain周一表示：“站起来罢工是一种新的罢工方式。与同时在所有工厂罢工不同，部分工人被呼吁站起来，并走上罢工之路。如果汽车制造商不能在谈判中取得进展，并真诚地讨价还价，更多的工人将被呼吁站起来参加罢工。”有针对性的罢工通常集中在关键工厂，然后可能导致其他工厂因缺乏零部件而停产。这并非史无前例，但工会的做法并不典型。通用汽车和福特汽车就正在进行的谈判发表了一般性声明，但两家公司都拒绝就周一晚上工会设定的最后期限直接置评。Stellantis周一发布声明称，当天早些时候与工会的讨论是“建设性的，重点是我们可以在哪里找到共同点来达成协议。”汽车制造商提出了创纪录的报价，其中包括加薪约20%、数千美元奖金、保留医疗保险和其他附加福利等，但与工会仍存在巨大分歧。工会提出的主要要求包括加薪40%、每周工作32小时、恢复传统的养老金制度、取消薪酬等级、恢复生活成本调整等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[],"lives":[]}