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雷之子
2021-11-18
值得收藏推荐。
@价值投资为王:财报解读:78PE的英伟达贵吗?
雷之子
2021-10-31
希望早点到来!
抱歉,原内容已删除
雷之子
2021-01-08
$特斯拉(TSLA)$
自由的飞翔吧!
雷之子
2020-04-21
收藏
@小虎ETF:投资原油?你到底了解多少呢?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/TTTN\">$老虎中美互联网巨头ETF(TTTN)$</a>)投资原油的ETF投资原油ETF其实也没有你们想的这么简单,对于大多数投资者来说,甚至对于大型机构玩家来说,原油的储存和运输是非常难实现的,所以原油ETF则成为了热门的投资原油的工具。利用ETF来玩原油的好处有很多,相对于期货来说,每日滚仓的现价原油ETF能减轻期货溢价(升水,contango)和期货折价(贴水,backwardation),原油ETF也能让投资者去投资开采原油的企业,玩法更多。在美股市场上一共有31支原油ETF,他们合起来的管理资金规模达到62.5亿美元,平均管理费率为0.89%。目前规模最大的原油ETF为<a target=\"_blank\" href=\"https://laohu8.com/S/XOP\">$油气开采指数ETF-SPDR S&P(XOP)$</a>","text":"在过去的近一百年里,原油一直是国际市场上最抢手的投资标的,自1970年起,美国花4.5%的GDP在原油上,到了1990年代这个比例提升到了5%,并且大部分都是花在进口原油上,不过从去年开始,这个比例就下降到了2.4%,并且页岩油革命也准备让美国变成一个净原油出口国。原油价格受到产量的影响,波动非常大。美国对伊朗和委内瑞拉的制裁另全球原油的每日产能受到了打击。一方面受地缘政治的影响,例如沙特阿拉伯采油厂被无人机袭击这类让油价飙升的黑天鹅事件,另一方面受到页岩油大量开采对原油价格的负面影响,总的来说,在未来很长一段时间,原油都是一个可以反复投资的标的。 投资原油的方法有很多,一般专业的玩家会选择利用原油期货来投资原油,但对于非专业的投资者来说,利用ETF来投资原油是一个更方便的方法,了解和用好原油这些投资工具都是门学问。($老虎中美互联网巨头ETF(TTTN)$)投资原油的ETF投资原油ETF其实也没有你们想的这么简单,对于大多数投资者来说,甚至对于大型机构玩家来说,原油的储存和运输是非常难实现的,所以原油ETF则成为了热门的投资原油的工具。利用ETF来玩原油的好处有很多,相对于期货来说,每日滚仓的现价原油ETF能减轻期货溢价(升水,contango)和期货折价(贴水,backwardation),原油ETF也能让投资者去投资开采原油的企业,玩法更多。在美股市场上一共有31支原油ETF,他们合起来的管理资金规模达到62.5亿美元,平均管理费率为0.89%。目前规模最大的原油ETF为$油气开采指数ETF-SPDR S&P(XOP)$","images":[{"img":"https://static.tigerbbs.com/53faa0962169062524020b5b7b8761c8"},{"img":"https://static.tigerbbs.com/3a7c8b222254ba9ce182633609188443"},{"img":"https://static.tigerbbs.com/7caead482588ba1a88b42a386e12faff"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/939607646","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5544,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878758909,"gmtCreate":1637237233133,"gmtModify":1637237233133,"author":{"id":"3523580548403223","authorId":"3523580548403223","name":"雷之子","avatar":"https://static.tigerbbs.com/9992e14f072e31bc5a7bbf6eff4f78b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523580548403223","idStr":"3523580548403223"},"themes":[],"htmlText":"值得收藏推荐。","listText":"值得收藏推荐。","text":"值得收藏推荐。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878758909","repostId":"878434706","repostType":1,"repost":{"id":878434706,"gmtCreate":1637218842663,"gmtModify":1637294223849,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"财报解读:78PE的英伟达贵吗?","htmlText":"周三盘后,元宇宙基建龙头英伟达公布了三季报,营收数据超预期、四季度指引超预期,“双响炮”刺激盘后股价大涨5.17%。业绩超预期并不让人意外,早在10月26日,AMD披露三季报,其数据中心业务同比翻倍,大超市场预期。彼时,市场便预测英伟达数据中心业务同样将带来惊喜。不出意外,英伟达数据中心业务在三季度斩获29.36亿美元营收,同比增速达到54.5%,超过二季度35%的同比增速。 数据中心是英伟达第二大收入来源,三季度营收占比已达到41%,举足轻重的地位,注定将推动英伟达三季度整体营收超预期。在二季报时,管理层预计三季度的营收为68亿美元,上下浮动2%。彭博分析师一致预期是69.8亿,而实际营收却达到了71亿,大超预期。英伟达另一主业游戏板块相比较为平淡,三季度营收32.2亿美元,同比增速41.8%,呈逐季放缓态势:英伟达其他业务营收规模较小,值得注意的是专业可视化业务营收5.77亿美元,同比大增144%,相比往年单季度3亿的营收规模,该项业务自今年二季度开始迎来爆发。汽车芯片业务本季度营收1.35亿美元,环比下滑11%,主要是受供应链短缺影响。OEM及其他业务营收2.34亿美元,同比增长21%,主要是挖矿芯片贡献,但环比下降了43%。在盈利能力方面,三季度毛利率65.2%、净利率34.%、净利润达到24.6亿美元:从各项数据看三季报,无疑是完美的,展望下一季度,英伟达预计营收在74亿美元,上下浮动2%,毛利率65.3%,基本持平三季度。财务数据上无可挑剔,未来前景也一片大好。于游戏显卡而言,不排除有大量显卡用于挖矿,比特币价格历来波动剧烈,如能维持在高位,对需求影响不大,但如果出现连续几年的熊市,游戏业务恐受到影响,管理层在三季报中也坦言,自身并不清楚到底多少游戏显卡被用于挖矿。而数据中心业务的波动性相对来说温和许多,从历史数据看,基本保持增长,鲜有下滑,即使回落,幅度也大幅","listText":"周三盘后,元宇宙基建龙头英伟达公布了三季报,营收数据超预期、四季度指引超预期,“双响炮”刺激盘后股价大涨5.17%。业绩超预期并不让人意外,早在10月26日,AMD披露三季报,其数据中心业务同比翻倍,大超市场预期。彼时,市场便预测英伟达数据中心业务同样将带来惊喜。不出意外,英伟达数据中心业务在三季度斩获29.36亿美元营收,同比增速达到54.5%,超过二季度35%的同比增速。 数据中心是英伟达第二大收入来源,三季度营收占比已达到41%,举足轻重的地位,注定将推动英伟达三季度整体营收超预期。在二季报时,管理层预计三季度的营收为68亿美元,上下浮动2%。彭博分析师一致预期是69.8亿,而实际营收却达到了71亿,大超预期。英伟达另一主业游戏板块相比较为平淡,三季度营收32.2亿美元,同比增速41.8%,呈逐季放缓态势:英伟达其他业务营收规模较小,值得注意的是专业可视化业务营收5.77亿美元,同比大增144%,相比往年单季度3亿的营收规模,该项业务自今年二季度开始迎来爆发。汽车芯片业务本季度营收1.35亿美元,环比下滑11%,主要是受供应链短缺影响。OEM及其他业务营收2.34亿美元,同比增长21%,主要是挖矿芯片贡献,但环比下降了43%。在盈利能力方面,三季度毛利率65.2%、净利率34.%、净利润达到24.6亿美元:从各项数据看三季报,无疑是完美的,展望下一季度,英伟达预计营收在74亿美元,上下浮动2%,毛利率65.3%,基本持平三季度。财务数据上无可挑剔,未来前景也一片大好。于游戏显卡而言,不排除有大量显卡用于挖矿,比特币价格历来波动剧烈,如能维持在高位,对需求影响不大,但如果出现连续几年的熊市,游戏业务恐受到影响,管理层在三季报中也坦言,自身并不清楚到底多少游戏显卡被用于挖矿。而数据中心业务的波动性相对来说温和许多,从历史数据看,基本保持增长,鲜有下滑,即使回落,幅度也大幅","text":"周三盘后,元宇宙基建龙头英伟达公布了三季报,营收数据超预期、四季度指引超预期,“双响炮”刺激盘后股价大涨5.17%。业绩超预期并不让人意外,早在10月26日,AMD披露三季报,其数据中心业务同比翻倍,大超市场预期。彼时,市场便预测英伟达数据中心业务同样将带来惊喜。不出意外,英伟达数据中心业务在三季度斩获29.36亿美元营收,同比增速达到54.5%,超过二季度35%的同比增速。 数据中心是英伟达第二大收入来源,三季度营收占比已达到41%,举足轻重的地位,注定将推动英伟达三季度整体营收超预期。在二季报时,管理层预计三季度的营收为68亿美元,上下浮动2%。彭博分析师一致预期是69.8亿,而实际营收却达到了71亿,大超预期。英伟达另一主业游戏板块相比较为平淡,三季度营收32.2亿美元,同比增速41.8%,呈逐季放缓态势:英伟达其他业务营收规模较小,值得注意的是专业可视化业务营收5.77亿美元,同比大增144%,相比往年单季度3亿的营收规模,该项业务自今年二季度开始迎来爆发。汽车芯片业务本季度营收1.35亿美元,环比下滑11%,主要是受供应链短缺影响。OEM及其他业务营收2.34亿美元,同比增长21%,主要是挖矿芯片贡献,但环比下降了43%。在盈利能力方面,三季度毛利率65.2%、净利率34.%、净利润达到24.6亿美元:从各项数据看三季报,无疑是完美的,展望下一季度,英伟达预计营收在74亿美元,上下浮动2%,毛利率65.3%,基本持平三季度。财务数据上无可挑剔,未来前景也一片大好。于游戏显卡而言,不排除有大量显卡用于挖矿,比特币价格历来波动剧烈,如能维持在高位,对需求影响不大,但如果出现连续几年的熊市,游戏业务恐受到影响,管理层在三季报中也坦言,自身并不清楚到底多少游戏显卡被用于挖矿。而数据中心业务的波动性相对来说温和许多,从历史数据看,基本保持增长,鲜有下滑,即使回落,幅度也大幅","images":[{"img":"https://static.tigerbbs.com/a415d428bcf0345997fc961a6a46b6e7","width":"688","height":"362"},{"img":"https://static.tigerbbs.com/896915a5e0c0ec3c68ffc7ea3d9a36f9","width":"688","height":"358"},{"img":"https://static.tigerbbs.com/a05bd600d8d6deb63b862039c0503ba7","width":"688","height":"386"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878434706","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840794478,"gmtCreate":1635684792714,"gmtModify":1635684792714,"author":{"id":"3523580548403223","authorId":"3523580548403223","name":"雷之子","avatar":"https://static.tigerbbs.com/9992e14f072e31bc5a7bbf6eff4f78b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523580548403223","idStr":"3523580548403223"},"themes":[],"htmlText":"希望早点到来!","listText":"希望早点到来!","text":"希望早点到来!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840794478","repostId":"2179226952","repostType":4,"isVote":1,"tweetType":1,"viewCount":3486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}