iamateh的个人主页 - 老虎社区

iamateh

iamateh

暂无个人介绍

IP属地：未知

1关注

59粉丝

0主题

0勋章

2021-12-08

hoho

DraftKings stock jumped 6% in morning trading

2021-10-18

ok

The tech earnings boom is fizzling out, as Apple and Amazon face the same issues as everyone else

2021-12-26

ok

A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State

2021-11-22

gogo

Apple Car could double company's revenue and market value, says Morgan Stanley

2022-01-14

no

Are Electric Vehicle Stocks Overhyped?

2021-12-27

ok

3 Bargain Stocks That Cathie Wood Loves

2021-11-08

$Twist Bioscience Corp(TWST)$ hust

2021-11-07

$Twist Bioscience Corp(TWST)$huat

2021-10-28

$Tesla Motors(TSLA)$huat

2021-10-06

$Invitae(NVTA)$whyy

2021-09-28

$Tesla Motors(TSLA)$HUAT

2021-12-22

ok

Microsoft's $16 billion Nuance bid gets EU antitrust approval

2021-11-02

$CRSP 20211119 95.0 PUT(CRSP)$sad

2022-01-14

bad

提醒：1月17日马丁·路德·金纪念日，美股休市一天

2021-12-18

like

Top 10 Metaverse Stocks in META, the World's First Metaverse ETF

2021-12-18

go

3 No-Brainer Stocks To Buy in a Market Correction

2021-11-11

$Salesforce.com(CRM)$huat

2021-11-01

$Pinduoduo Inc.(PDD)$gogo

2021-10-25

$Apple(AAPL)$huat

2021-10-12

$Square(SQ)$gogo

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3554804006357295,"uuid":"3554804006357295","gmtCreate":1591761858719,"gmtModify":1624169555487,"name":"iamateh","pinyin":"iamateh","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":59,"headSize":1,"tweetSize":360,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.52%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.40%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":639984602,"gmtCreate":1643121886878,"gmtModify":1643121888223,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639984602","repostId":"630048732","repostType":1,"repost":{"id":630048732,"gmtCreate":1642646641819,"gmtModify":1642680805291,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🚀【1月20日】纳指跌入回调区间！新能源汽车股集体下挫，今天买点啥","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 1月20日，香港恒生指数开盘上涨135.3点，涨幅0.56%，报24263.15点；国企指数开盘上涨63.69点，涨幅0.75%，报8505.38点；红筹指数开盘上涨25.04点，涨幅0.6%，报4178.41点。 恒生科技指数开涨0.88%，科技股多数上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超2%； 新能源汽车股走低，<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌超2%； 地产股多数上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/03383\">$雅居乐集团(03383)$</a> 涨7.5%，碧桂园服务、融创中国涨近7%； <a target=\"_blank\" href=\"https://laohu8.com/S/03883\">$中国奥园(03883)$</a> 跌5.7%，此前官宣“违约”，将不支付2022年1月到期票据剩余本息； <a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 跌5%，预计2021年净利润同比减少约1","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 1月20日，香港恒生指数开盘上涨135.3点，涨幅0.56%，报24263.15点；国企指数开盘上涨63.69点，涨幅0.75%，报8505.38点；红筹指数开盘上涨25.04点，涨幅0.6%，报4178.41点。 恒生科技指数开涨0.88%，科技股多数上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超2%； 新能源汽车股走低，<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌超2%； 地产股多数上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/03383\">$雅居乐集团(03383)$</a> 涨7.5%，碧桂园服务、融创中国涨近7%； <a target=\"_blank\" href=\"https://laohu8.com/S/03883\">$中国奥园(03883)$</a> 跌5.7%，此前官宣“违约”，将不支付2022年1月到期票据剩余本息； <a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 跌5%，预计2021年净利润同比减少约1","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 1月20日，香港恒生指数开盘上涨135.3点，涨幅0.56%，报24263.15点；国企指数开盘上涨63.69点，涨幅0.75%，报8505.38点；红筹指数开盘上涨25.04点，涨幅0.6%，报4178.41点。 恒生科技指数开涨0.88%，科技股多数上扬，$网易-S(09999)$ 涨超3%，$百度集团-SW(09888)$ 涨超2%； 新能源汽车股走低，$小鹏汽车-W(09868)$ 跌超3%，$理想汽车-W(02015)$ 跌超2%； 地产股多数上涨，$雅居乐集团(03383)$ 涨7.5%，碧桂园服务、融创中国涨近7%； $中国奥园(03883)$ 跌5.7%，此前官宣“违约”，将不支付2022年1月到期票据剩余本息； $瑞声科技(02018)$ 跌5%，预计2021年净利润同比减少约1","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630048732","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639984196,"gmtCreate":1643121870258,"gmtModify":1643121887556,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639984196","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"年度捡钱机会来了！最适合ATVI的期权操作！","htmlText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下，宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的电话会中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639984375,"gmtCreate":1643121861364,"gmtModify":1643121886919,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639984375","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in","listText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in","text":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in","images":[{"img":"https://static.tigerbbs.com/e80e51e3ba1c44d347259ffdcf9a90c6","width":"589","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697815514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639984053,"gmtCreate":1643121829814,"gmtModify":1643121886192,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>yolo","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>yolo","text":"$Tesla Motors(TSLA)$yolo","images":[{"img":"https://static.tigerbbs.com/1c271c787cb4095abc7de48361f6ad6d","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639984053","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630424127,"gmtCreate":1643027111687,"gmtModify":1643027112304,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIU\">$Niu Technologies(NIU)$</a>go","listText":"<a href=\"https://laohu8.com/S/NIU\">$Niu Technologies(NIU)$</a>go","text":"$Niu Technologies(NIU)$go","images":[{"img":"https://static.tigerbbs.com/ff749ffeab0e0366e34b5306de2187b4","width":"720","height":"1917"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630424127","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630250913,"gmtCreate":1642923260639,"gmtModify":1642923261288,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>shag","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>shag","text":"$Palantir Technologies Inc.(PLTR)$shag","images":[{"img":"https://static.tigerbbs.com/5b50dbc6ddf85fdf3fe868258f707dc0","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630250913","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630227792,"gmtCreate":1642923164160,"gmtModify":1642923164820,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630227792","repostId":"2205217480","repostType":4,"repost":{"id":"2205217480","pubTimestamp":1642897603,"share":"https://www.laohu8.com/m/news/2205217480?lang=&edition=full","pubTime":"2022-01-23 08:26","market":"us","language":"en","title":"Is Palantir Stock Built on Hype?","url":"https://stock-news.laohu8.com/highlight/detail?id=2205217480","media":"Motley Fool","summary":"As one of the most popular stocks with individual investors, is it product of hype, or is there something more?","content":"<html><head></head><body><p>We will remember 2021 for many things, such as the continuation of COVID-19, 7% inflation, and markets that touched all-time highs. It was also the year of the meme stock, in which companies like <b>GameStop</b> (NYSE:GME) and <b>AMC Entertainment Holdings</b> (NYSE:AMC) skyrocketed while being pushed by message boards like WallStreetBets of Reddit.</p><p><b> Palantir Technologies</b> (NYSE:PLTR) also routinely appears  among the 10 most-popular stocks on WallStreetBets. But despite its popularity, it underperformed the market in 2021. Is this a sign of what&#39;s to come?</p><p><img src=\"https://static.tigerbbs.com/8544e115d71a574d4efe0ad032e06867\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Getty Images</p><p>Palantir is a software data management company. Specifically, the company creates platforms for integrating, managing, and securing data for their clients. Using the platform, the client is able to quickly answer complicated queries using huge amounts of data. Palantir offers clients three main products; Gotham, Foundry, and Apollo.</p><p>Gotham is an Artificial Intelligence(AI)-ready operating system. This system enables faster decision making by analyzing complex data for insights. It has been used for disaster relief and by defense agencies and is also available commercially. Foundry is described by Palantir as the &#34;operating system for the modern enterprise.&#34; It is an integrated platform that provides analytics, model-building, visualization, and other functions. The Apollo product is the delivery system that powers Palantir&#39;s software platforms. It also enables customers to operate away from the public cloud which is often necessary for military organizations. Palantir services both the public and private sectors.</p><p>Palantir stock reached highs of $45 in early 2021 after debuting just a few months prior at only $10. This was during the height of the short-squeezes fueled by individual investors and message boards. The stock quickly retreated from these highs, and the share price has underperformed ever since. However, there are reasons for optimism along with reasons for continued concern.</p><p><img src=\"https://static.tigerbbs.com/2d3b7745d75f56a43331615f01068ea4\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR data by YCharts</p><h2>Prolific revenue growth</h2><p>Palantir has not had any issues growing its revenue recently. In the third quarter of 2021, the company reported top-line sales of $392 million. This came in 36% higher than the $289 million posted in the year-ago quarter. It also grew its customer base, with commercial customers increasing 46% quarter over quarter. The company also gained large customers with deep pockets. In the third quarter, it reported deals with the U.S. Air Force, National Institutes of Health, and U.S. Department of Health and Human Services. In total, the company reported 54 deals that were worth more than $1 million.</p><p>Palantir also has an excellent gross margin and adjusted operating margin. For the third quarter, the gross margin under generally accepted accounting principles (GAAP) was an impressive 78%. This is an excellent sign that the company could scale successfully to GAAP net profits.</p><p>Palantir also reported an adjusted operating income of $349 million. On <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, this is very impressive as it represents a margin of 32%. On the other hand, it highlights an issue that should give shareholders pause: the stock-based compensation (SBC) expense.</p><h2>Stock-based compensation</h2><p>As mentioned, Palantir reports a non-GAAP operating margin that is very impressive but continues to post GAAP operating losses. This is because the company removes SBC from the GAAP figures to arrive at the adjusted figures. Palantir uses a tremendous amount of SBC to reward executives and other employees. For the nine months ended Sept. 30, 2021, the company expensed over $611 million in SBC.</p><p>This generally causes the share count to increase and dilutes existing investors. However, it is not entirely negative. SBC also can preserve cash at a time when the company is spending heavily to grow the business. Because of the SBC, Palantir was able to post positive cash from operations through the third quarter 2021.</p><p>It also helps to attract and keep the best talent. It is no secret that the labor market is very tight. Attracting the best people can make a world of difference in the success of an enterprise. Finally, when insiders own shares of the business, their interests are aligned with those of shareholders.</p><h2>The valuation looks more attractive</h2><p>Growth stocks have been hit hard so far in 2022. Inflation has breached 7%, and the Federal Reserve is set to raise rates, likely several times this year. This hurts growth stocks in particular, since Wall Street values them on future cash flows.</p><p>There also appears to be a general concern that valuations had gotten a bit ahead of fundamentals in 2021. This revaluation has caused Palantir to look much more attractive lately, especially compared to some other fast-growing tech stocks, as shown below.</p><p><img src=\"https://static.tigerbbs.com/fbfd985307491e2da365f96f9a40d86e\" tg-width=\"720\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR data by YCharts</p><h2>The bottom line</h2><p>Palantir remains one of the most popular stocks with individual investors, even after its underperformance in 2021 and so far in 2022. But it is not a stock built solely on hype. In fact, there is much to like in the recent results. Revenue continues to grow, and margins have expanded nicely. The company is now generating positive cash from operations, with a nice assist from its SBC program. The valuation has come down significantly, making Palantir more attractive than many other growth names. Even so, the swoon in tech stocks may not be over just yet, and investors should be cautious here.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Palantir Stock Built on Hype?</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\">\nIs Palantir Stock Built on Hype?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-23 08:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/22/is-palantir-stock-built-on-hype/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We will remember 2021 for many things, such as the continuation of COVID-19, 7% inflation, and markets that touched all-time highs. It was also the year of the meme stock, in which companies like ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/22/is-palantir-stock-built-on-hype/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc.","BK4076":"电脑与电子产品零售","AMC":"AMC院线","BK4551":"寇图资本持仓","BK4023":"应用软件","GME":"游戏驿站","BK4108":"电影和娱乐","BK4543":"AI","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc.","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2022/01/22/is-palantir-stock-built-on-hype/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205217480","content_text":"We will remember 2021 for many things, such as the continuation of COVID-19, 7% inflation, and markets that touched all-time highs. It was also the year of the meme stock, in which companies like GameStop (NYSE:GME) and AMC Entertainment Holdings (NYSE:AMC) skyrocketed while being pushed by message boards like WallStreetBets of Reddit. Palantir Technologies (NYSE:PLTR) also routinely appears  among the 10 most-popular stocks on WallStreetBets. But despite its popularity, it underperformed the market in 2021. Is this a sign of what's to come?Source: Getty ImagesPalantir is a software data management company. Specifically, the company creates platforms for integrating, managing, and securing data for their clients. Using the platform, the client is able to quickly answer complicated queries using huge amounts of data. Palantir offers clients three main products; Gotham, Foundry, and Apollo.Gotham is an Artificial Intelligence(AI)-ready operating system. This system enables faster decision making by analyzing complex data for insights. It has been used for disaster relief and by defense agencies and is also available commercially. Foundry is described by Palantir as the \"operating system for the modern enterprise.\" It is an integrated platform that provides analytics, model-building, visualization, and other functions. The Apollo product is the delivery system that powers Palantir's software platforms. It also enables customers to operate away from the public cloud which is often necessary for military organizations. Palantir services both the public and private sectors.Palantir stock reached highs of $45 in early 2021 after debuting just a few months prior at only $10. This was during the height of the short-squeezes fueled by individual investors and message boards. The stock quickly retreated from these highs, and the share price has underperformed ever since. However, there are reasons for optimism along with reasons for continued concern.PLTR data by YChartsProlific revenue growthPalantir has not had any issues growing its revenue recently. In the third quarter of 2021, the company reported top-line sales of $392 million. This came in 36% higher than the $289 million posted in the year-ago quarter. It also grew its customer base, with commercial customers increasing 46% quarter over quarter. The company also gained large customers with deep pockets. In the third quarter, it reported deals with the U.S. Air Force, National Institutes of Health, and U.S. Department of Health and Human Services. In total, the company reported 54 deals that were worth more than $1 million.Palantir also has an excellent gross margin and adjusted operating margin. For the third quarter, the gross margin under generally accepted accounting principles (GAAP) was an impressive 78%. This is an excellent sign that the company could scale successfully to GAAP net profits.Palantir also reported an adjusted operating income of $349 million. On one hand, this is very impressive as it represents a margin of 32%. On the other hand, it highlights an issue that should give shareholders pause: the stock-based compensation (SBC) expense.Stock-based compensationAs mentioned, Palantir reports a non-GAAP operating margin that is very impressive but continues to post GAAP operating losses. This is because the company removes SBC from the GAAP figures to arrive at the adjusted figures. Palantir uses a tremendous amount of SBC to reward executives and other employees. For the nine months ended Sept. 30, 2021, the company expensed over $611 million in SBC.This generally causes the share count to increase and dilutes existing investors. However, it is not entirely negative. SBC also can preserve cash at a time when the company is spending heavily to grow the business. Because of the SBC, Palantir was able to post positive cash from operations through the third quarter 2021.It also helps to attract and keep the best talent. It is no secret that the labor market is very tight. Attracting the best people can make a world of difference in the success of an enterprise. Finally, when insiders own shares of the business, their interests are aligned with those of shareholders.The valuation looks more attractiveGrowth stocks have been hit hard so far in 2022. Inflation has breached 7%, and the Federal Reserve is set to raise rates, likely several times this year. This hurts growth stocks in particular, since Wall Street values them on future cash flows.There also appears to be a general concern that valuations had gotten a bit ahead of fundamentals in 2021. This revaluation has caused Palantir to look much more attractive lately, especially compared to some other fast-growing tech stocks, as shown below.PLTR data by YChartsThe bottom linePalantir remains one of the most popular stocks with individual investors, even after its underperformance in 2021 and so far in 2022. But it is not a stock built solely on hype. In fact, there is much to like in the recent results. Revenue continues to grow, and margins have expanded nicely. The company is now generating positive cash from operations, with a nice assist from its SBC program. The valuation has come down significantly, making Palantir more attractive than many other growth names. Even so, the swoon in tech stocks may not be over just yet, and investors should be cautious here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630204229,"gmtCreate":1642864309833,"gmtModify":1642864310455,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630204229","repostId":"697977771","repostType":1,"repost":{"id":697977771,"gmtCreate":1642249850069,"gmtModify":1642257526786,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【老虎周刊】老虎社区一周十大精华文章","htmlText":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/694318772\" target=\"_blank\">你别过来啊，再过来我要通胀了</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> 有一个问题一直萦绕心间。达某与木头姐、甚至美联储（大多数官员）一样，都主观认为美国通胀是短期的，是稍纵即逝的；既然如此，继续持有成长股就不必过于慌张，理由之前说过，这里不再长篇累牍。但百密怕疏，有一个关键的问题还要考虑。这个问题是： WHAT IF 这帮人 ARE DEAD WRONG? <a href=\"https://laohu8.com/TW/694422069\" target=\"_blank\">台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 台积电作为这一季财报第一个重磅财报，应该说整个市场都还挺满意的。 今天借这个财报，再分析一下台积电的未来走势。 <a href=\"https://laohu8.com/TW/694088320\" target=\"_blank\">B 站通过止不住的股价下跌破圈了？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@Johnny</a>","listText":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/694318772\" target=\"_blank\">你别过来啊，再过来我要通胀了</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> 有一个问题一直萦绕心间。达某与木头姐、甚至美联储（大多数官员）一样，都主观认为美国通胀是短期的，是稍纵即逝的；既然如此，继续持有成长股就不必过于慌张，理由之前说过，这里不再长篇累牍。但百密怕疏，有一个关键的问题还要考虑。这个问题是： WHAT IF 这帮人 ARE DEAD WRONG? <a href=\"https://laohu8.com/TW/694422069\" target=\"_blank\">台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 台积电作为这一季财报第一个重磅财报，应该说整个市场都还挺满意的。 今天借这个财报，再分析一下台积电的未来走势。 <a href=\"https://laohu8.com/TW/694088320\" target=\"_blank\">B 站通过止不住的股价下跌破圈了？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@Johnny</a>","text":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： 你别过来啊，再过来我要通胀了 发布者：@陈达美股投资 有一个问题一直萦绕心间。达某与木头姐、甚至美联储（大多数官员）一样，都主观认为美国通胀是短期的，是稍纵即逝的；既然如此，继续持有成长股就不必过于慌张，理由之前说过，这里不再长篇累牍。但百密怕疏，有一个关键的问题还要考虑。这个问题是： WHAT IF 这帮人 ARE DEAD WRONG? 台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐？ 发布者：@不二说价值 台积电作为这一季财报第一个重磅财报，应该说整个市场都还挺满意的。 今天借这个财报，再分析一下台积电的未来走势。 B 站通过止不住的股价下跌破圈了？ 发布者：@Johnny","images":[{"img":"https://static.tigerbbs.com/b3bcd004ee7a4ce43ab2cadcf0104bca","width":"800","height":"370"},{"img":"https://static.tigerbbs.com/a5457b06965fd57dda60edd5153d8f8a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/46a33b1633bb11b21ba8c5f3fa454ff3","width":"722","height":"420"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697977771","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630204687,"gmtCreate":1642864301669,"gmtModify":1642864302338,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630204687","repostId":"694349467","repostType":1,"repost":{"id":694349467,"gmtCreate":1641828442879,"gmtModify":1641857757161,"author":{"id":"3544246156971272","authorId":"3544246156971272","name":"Roger0812","avatar":"https://static.tigerbbs.com/52efe7eee81a3934f3f72bf1f558dc18","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","text":"$Tesla Motors(TSLA)$今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694349467","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630204865,"gmtCreate":1642864293973,"gmtModify":1642864294597,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630204865","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1},"themes":[],"title":"2021年投资总结：正确的抄底方式","htmlText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","listText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","text":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：$中国中免(601888)$12.8%，陕西煤业8.8%，东财3.5%美股：$苹果(AAPL)$ 7.7%，meta11%，$InMode Ltd.(INMD)$13.5%中概：$腾讯控股(00700)$31.5%，","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630811858,"gmtCreate":1642770582690,"gmtModify":1642770884476,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630811858","repostId":"694951908","repostType":1,"repost":{"id":694951908,"gmtCreate":1641793721698,"gmtModify":1642042398865,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"“女巴菲特”彻底栽了，木头姐一年回撤40%！仍然再加仓！","htmlText":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie&nbsp;Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie&nbsp;Wood&nbsp;失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","listText":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie&nbsp;Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie&nbsp;Wood&nbsp;失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","text":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie Wood 失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，$ARK Innovation ETF(ARKK)$ 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： $特斯拉(TSLA)$/ $Zoom(ZM)$ /$Roku Inc(ROKU)$ /$Teladoc Health Inc.(TDOC)$ /","images":[{"img":"https://static.tigerbbs.com/17484061ae2bbb6fd04a8e2c1351b32a","width":"554","height":"768"},{"img":"https://static.tigerbbs.com/6dc9f966dc410691ecee378c5f2b37cd","width":"600","height":"333"},{"img":"https://static.tigerbbs.com/bda339a03252c66e3ce4aa0f8575092e","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694951908","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630811191,"gmtCreate":1642770571388,"gmtModify":1642770883854,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630811191","repostId":"694349467","repostType":1,"repost":{"id":694349467,"gmtCreate":1641828442879,"gmtModify":1641857757161,"author":{"id":"3544246156971272","authorId":"3544246156971272","name":"Roger0812","avatar":"https://static.tigerbbs.com/52efe7eee81a3934f3f72bf1f558dc18","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","text":"$Tesla Motors(TSLA)$今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694349467","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630811374,"gmtCreate":1642770560424,"gmtModify":1642770883189,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630811374","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1},"themes":[],"title":"2021年投资总结：正确的抄底方式","htmlText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","listText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","text":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：$中国中免(601888)$12.8%，陕西煤业8.8%，东财3.5%美股：$苹果(AAPL)$ 7.7%，meta11%，$InMode Ltd.(INMD)$13.5%中概：$腾讯控股(00700)$31.5%，","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630811090,"gmtCreate":1642770495171,"gmtModify":1642770881237,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>shag","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>shag","text":"$Palantir Technologies Inc.(PLTR)$shag","images":[{"img":"https://static.tigerbbs.com/e4c7f1aebb8ee67d740024610789af68","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630811090","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630929090,"gmtCreate":1642671104864,"gmtModify":1642671105452,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UA\">$Under Armour(UA)$</a>go","listText":"<a href=\"https://laohu8.com/S/UA\">$Under Armour(UA)$</a>go","text":"$Under Armour(UA)$go","images":[{"img":"https://static.tigerbbs.com/6168f2f4d103f63915d4aa033c53a411","width":"720","height":"1851"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630929090","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630920773,"gmtCreate":1642671094624,"gmtModify":1642671095284,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/PLTR 20220218 19.0 PUT\">$PLTR 20220218 19.0 PUT$ &nbsp;</a>sad","listText":"<a href=\"https://laohu8.com/OPT/PLTR 20220218 19.0 PUT\">$PLTR 20220218 19.0 PUT$ &nbsp;</a>sad","text":"$PLTR 20220218 19.0 PUT$ sad","images":[{"img":"https://static.tigerbbs.com/966900d949282ffd7fc0598fc63bdfe0","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630920773","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630920107,"gmtCreate":1642671060800,"gmtModify":1642671061439,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630920107","repostId":"1176113947","repostType":4,"repost":{"id":"1176113947","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":1642669565,"share":"https://www.laohu8.com/m/news/1176113947?lang=&edition=full","pubTime":"2022-01-20 17:06","market":"fut","language":"zh","title":"综述：发生了啥？A股全线走低、港股上演大爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=1176113947","media":"老虎资讯综合","summary":"要闻回顾1、1月LPR出炉：1年期与5年期品种利率均下调央行最新公布，中国1月1年期贷款市场报价利率（LPR）为3.7%，上月为3.80%。5年期贷款市场报价利率（LPR）为4.6%，上月为4.65%","content":"<html><head></head><body><p><b>要闻回顾</b></p><p><b>1、1月LPR出炉：1年期与5年期品种利率均下调</b></p><p>央行最新公布，中国1月1年期贷款市场报价利率（LPR）为3.7%，上月为3.80%。5年期贷款市场报价利率（LPR）为4.6%，上月为4.65%。</p><p><b>2、工信部：将加快数字经济和实体经济的融合</b></p><p>工信部总工程师、新闻发言人田玉龙在今日的发布会上表示，去年一年，数字经济发展进入了快车道。后续，我们按照落实国务院发布的《“十四五”数字经济发展规划》的要求，加快数字经济和实体经济的融合，这个是主线，加强数字信息基础设施的建设，完善数字经济治理体系，协同推进数字产业化和产业数字化，将新一代信息技术赋能传统产业，培育<a href=\"https://laohu8.com/S/300832\">新产业</a>、新业态和新模式。</p><p><b>3、广东：2022年筹备设立大湾区国际商业银行 支持深交所实施全市场注册制改革</b></p><p>广东省政府工作报告指出，2022年将推进金融改革开放。加快完善现代金融体系，筹备设立大湾区国际商业银行，建设好广州期货交易所，支持深交所实施全市场注册制改革，积极创建广深科创金融改革试验区。深化绿色金融改革，创新数字普惠金融，推广供应链金融试点。探索建设大湾区跨境理财和资管中心，扩大“跨境理财通”规模，建设港澳保险售后服务中心，推动“征信通”“保险通”。推进中小企业融资平台等建设，提升金融服务实体经济水平。</p><p><b>4、国家卫健委：研究出台更多积极生育支持措施</b></p><p>国家卫生健康委人口家庭司副司长杨金瑞在今日的发布会上表示，下一步，国家卫生健康委将会同相关部门，进一步贯彻落实中央《关于优化生育政策促进人口长期均衡发展的决定》精神，指导各地组织实施好三孩生育政策，研究出台更多积极生育支持措施。</p><p><b>5、贵州：今年力争有5家企业上市 建设酱香白酒品牌“茅台”舰队</b></p><p>贵州省第十三届人民代表大会第五次会议1月20日在贵阳开幕，省长李炳军在作政府工作报告时表示，扩大直接融资规模，实施企业上市高质量发展三年行动，2022年力争有5家企业上市。 李炳军表示，要巩固提升特色优势产业。加强赤水河流域产区管控和生态保护，按照“三个一批”推动中小酒企转型升级，建设以茅台酒为引领的贵州酱香白酒品牌舰队。</p><p><b>港股</b></p><p>港股今日大幅拉升反弹，三大指数均呈高开高走行情，恒指涨3.42%上扬超800点，国指涨3.79%，恒生科技指数涨4.5%。南下资金大幅净流入73.18亿港元，大市成交额放大至1783亿港元。<img src=\"https://static.tigerbbs.com/218f77fbc572cfc9e98442840fb6712a\" tg-width=\"467\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/>盘面上，大型科技股大涨，美团劲升11%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09618\">京东</a>、<a href=\"https://laohu8.com/S/09888\">百度</a>、快手均涨超6%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、小米等皆有涨幅；央行超预期降息，内房股与物管股再度活跃，<a href=\"https://laohu8.com/S/09666\">金科服务</a>、<a href=\"https://laohu8.com/S/09909\">宝龙商业</a>等个股涨幅居市场前列，大金融股(银行、券商、保险)集体走强，互联网医疗、航空、猪肉、手游、餐饮、重型机械等多数板块齐飞。</p><p>另一方面，近期活跃的石油股、中医药股、港口航运股表现萎靡，子公司倒卖进口原油被查，<a href=\"https://laohu8.com/S/601857\">中国石油</a>跌近2%。</p><p><b>A股</b></p><p>今日两市全天维持弱势震荡，截至收盘，沪指跌0.09%报3555.06点，成交4597亿元；深成指跌0.06%报14198.30点，成交6693亿元。创业板指下跌0.32%，报3065.99点。盘面上，券商、银行等大金融板块顽强护盘，家电、食品饮料等大消费板块走势活跃，元宇宙、军工、锂电等热门题材股领跌市场。总体看，市场分化明显，两市下跌股超3800只，外资再现百亿级暴力抢筹。<img src=\"https://static.tigerbbs.com/923437696b2f80039e4a1affca412014\" tg-width=\"472\" tg-height=\"211\" referrerpolicy=\"no-referrer\"/>A股大金融板块顽强护盘，<a href=\"https://laohu8.com/S/601665\">齐鲁银行</a>、平安银河等领涨银行股，券商板块中，<a href=\"https://laohu8.com/S/002945\">华林证券</a>封涨停板，<a href=\"https://laohu8.com/S/002939\">长城证券</a>跟涨，<a href=\"https://laohu8.com/S/601336\">新华保险</a>、<a href=\"https://laohu8.com/S/601318\">中国平安</a>等保险股大幅走强。锂电等热门赛道股再度杀跌，因业绩不及预期，龙头<a href=\"https://laohu8.com/S/000792\">盐湖股份</a>一度触及跌停，<a href=\"https://laohu8.com/S/002140\">东华科技</a>、<a href=\"https://laohu8.com/S/000546\">金圆股份</a>等股纷纷走低。</p><p>焦点个股方面，14倍大妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>今日反包涨停，公司四季度单季盈利至少8亿元碾压过往十年总和。中药股<a href=\"https://laohu8.com/S/002349\">精华制药</a>今天强势涨停，自2021年12月22日以来的不到一个月时间，其股价累计涨幅达246.83%。生长激素纳入集采，<a href=\"https://laohu8.com/S/000661\">长春高新</a>连续两日跌停，市值蒸发近200亿元。</p><p>盘面上，地产、基建等相关产业链再度走强，白酒等大消费股走势活跃，数字经济题材继续火爆，此前炒作火热的新冠检测、预制菜概念再度降温。总体看，资金聚焦相对低估值板块，两市下跌个股近3200只。具体来看，地产、基建等相关产业链再度走强，<a href=\"https://laohu8.com/S/300675\">建科院</a>20%涨停，<a href=\"https://laohu8.com/S/601800\">中国交建</a>等多只股封板，消息面上，发改委再提适当超前开展基础设施投资。数字经济板块继续爆发，<a href=\"https://laohu8.com/S/300047\">天源迪科</a>等股20%涨停，<a href=\"https://laohu8.com/S/600756\">浪潮软件</a>、<a href=\"https://laohu8.com/S/002316\">亚联发展</a>等股涨停。今日预制菜概念继续降温，但<a href=\"https://laohu8.com/S/002069\">獐子岛</a>却逆势涨停。网传汤加火山爆发致扇贝涌入<a href=\"https://laohu8.com/S/002069\">獐子岛</a>，公司最新回应，报道及传闻严重失实。</p><p>焦点个股方面，13倍大妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>今日跌停，盘中创出88.88元的最高价；<a href=\"https://laohu8.com/S/003042\">中农联合</a>、<a href=\"https://laohu8.com/S/002951\">金时科技</a>两股今日上演地天板；今日上市的新股大分化，N益客大涨212.46%，N迈威上市破发，跌幅29.6%。</p><p><b>有券商人士表示，市场传出，今年1月1-10日，银行信贷投放总体不太理想。股份制银行对公贷款新增530亿，不足去年同期1/3；零售也仅为去年同期一半。这可能对机构投资者的信心有所冲击。然而，比较矛盾的是，银行股却是今日护盘之主力。那么，究竟谁才是做空黑手呢？</b>从杀跌的结构来看，基金重仓股砸盘可能是影响市场情绪的一个重要原因。有机构人士透露，今天首次看到有机构大调仓，调仓方向是大蓝筹。有些机构已经扛不住杀跌了。这可能也是前期基金重仓股杀跌的一个主要原因。</p><p><b>美股</b></p><p>美股三大指数期货盘前时段悉数上涨。截至发稿，道指期货涨0.37%；标普500指数期货涨0.45%；纳斯达克100指数期货涨0.64%。 <img src=\"https://static.tigerbbs.com/b24ee44dd29c81a5049469e42eb61139\" tg-width=\"473\" tg-height=\"160\" referrerpolicy=\"no-referrer\"/></p><p><b>欧洲股市</b></p><p>欧洲主要股市在盘初时段多数上涨。<img src=\"https://static.tigerbbs.com/12935f52a62a975068dc89ac009cf070\" tg-width=\"636\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>大宗商品</b><img src=\"https://static.tigerbbs.com/3d090d5dd92e2a718d68b1618970c688\" tg-width=\"649\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/><b>黄金</b></p><p>周四黄金期货价格持稳于1840美元附近，昨日得益于避险情绪升温以及美债收益率和美元走弱，金价大涨，目前市场等待美联储下周货币政策会议结果。昨日，因美元走低和美国与俄罗斯在乌克兰问题上的关系紧张，金价大涨1%，创下三个月来最大单日涨幅，并升破1840美元。同日，美国十年期国债收益率从两年新高回落超1%，不过今日再度反弹。</p><p>下周，美联储将举行货币政策会议并于1月26日公布会议结果。外界普遍预计，为遏制通胀，美联储今年的加息步伐可能快于此前预期。根据媒体对经济学家的调查，通胀已经成为美国经济在2022年最大的威胁。大宗商品价格上涨也推升了通胀，原油价格近日创下七年新高，镍价创下历史新高。</p><p><a href=\"https://laohu8.com/S/601988\">中国银行</a>广东省分行王刚表示，为应对通胀，“美联储加息行动几乎是确定的。”不过，他还表示：“尽管美联储加息进入紧锣密鼓期，然而对于的黄金的打击压制作用似乎并不剧烈。加息前的预期或会对黄金造成短期压力，而一旦落地，黄金反而或会获得释放的机会。”</p><p>中国今日公布LPR利率，如预期般降息，与世界其他国家形成了鲜明对比。中国央行公示1月1年期LPR报价下调10bp至3.7%， 5年期LPR报价下调5bp至4.6%。</p><p>截至北京时间16:23，大宗商品行情显示：<img src=\"https://static.tigerbbs.com/3d090d5dd92e2a718d68b1618970c688\" tg-width=\"649\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/></p><ul><li>现货黄金价格跌0.09%，报1,841.45美元/盎司。</li></ul><p><b>原油</b></p><p>周四油价在刷新七年高点后涨势停歇，一些投资者止盈出货，不过强劲的需求和紧张的供应继续支撑油价。澳新银行分析师表示，“国际能源署(IEA)表示全球原油需求正在恢复至大流行前的水平。”“短期供应中断加剧了市场的紧张程度。</p><p>此前因一条链接伊拉克和土耳其的重要石油管道发生爆炸，布伦特原油期货价格飙涨。”爆炸发生在周二，导致这条管道停止运行。不过，随后一天，管道恢复有限运营。此外，本周早些时候也门胡赛武装袭击了OPEC第三大产油国阿联酋，也恶化了供应局势。俄罗斯与乌克兰之间的局势也高度紧张。前者在与乌克兰的边境部署了重兵，市场担忧双方可能爆发武装冲突，并给供应造成负面影响。与此同时，全球燃油需求普遍复苏，但市场供应紧张。OPEC+难以实现把月产量提高40万桶的目标。一些投资者还预计，接下来几个月油价会继续上涨，并可能突破100美元大关。另一方面，周三美国石油协会公布的数据显示，截至1月7日至一周，美国原油库存意外增加140.4万桶，市场原本预计会减少136.7万桶。</p><p>日内，投资者还需密切关注<a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署公布的官方库存数据。</p><p>截至北京时间16:23，大宗商品行情显示：</p><ul><li>美国WTI原油期货价格跌0.63%，报85.26美元/桶。</li><li>布伦特原油期货价格跌0.80%，报87.73美元/桶。</li></ul></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>综述：发生了啥？A股全线走低、港股上演大爆发</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综述：发生了啥？A股全线走低、港股上演大爆发\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\">2022-01-20 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>要闻回顾</b></p><p><b>1、1月LPR出炉：1年期与5年期品种利率均下调</b></p><p>央行最新公布，中国1月1年期贷款市场报价利率（LPR）为3.7%，上月为3.80%。5年期贷款市场报价利率（LPR）为4.6%，上月为4.65%。</p><p><b>2、工信部：将加快数字经济和实体经济的融合</b></p><p>工信部总工程师、新闻发言人田玉龙在今日的发布会上表示，去年一年，数字经济发展进入了快车道。后续，我们按照落实国务院发布的《“十四五”数字经济发展规划》的要求，加快数字经济和实体经济的融合，这个是主线，加强数字信息基础设施的建设，完善数字经济治理体系，协同推进数字产业化和产业数字化，将新一代信息技术赋能传统产业，培育<a href=\"https://laohu8.com/S/300832\">新产业</a>、新业态和新模式。</p><p><b>3、广东：2022年筹备设立大湾区国际商业银行 支持深交所实施全市场注册制改革</b></p><p>广东省政府工作报告指出，2022年将推进金融改革开放。加快完善现代金融体系，筹备设立大湾区国际商业银行，建设好广州期货交易所，支持深交所实施全市场注册制改革，积极创建广深科创金融改革试验区。深化绿色金融改革，创新数字普惠金融，推广供应链金融试点。探索建设大湾区跨境理财和资管中心，扩大“跨境理财通”规模，建设港澳保险售后服务中心，推动“征信通”“保险通”。推进中小企业融资平台等建设，提升金融服务实体经济水平。</p><p><b>4、国家卫健委：研究出台更多积极生育支持措施</b></p><p>国家卫生健康委人口家庭司副司长杨金瑞在今日的发布会上表示，下一步，国家卫生健康委将会同相关部门，进一步贯彻落实中央《关于优化生育政策促进人口长期均衡发展的决定》精神，指导各地组织实施好三孩生育政策，研究出台更多积极生育支持措施。</p><p><b>5、贵州：今年力争有5家企业上市 建设酱香白酒品牌“茅台”舰队</b></p><p>贵州省第十三届人民代表大会第五次会议1月20日在贵阳开幕，省长李炳军在作政府工作报告时表示，扩大直接融资规模，实施企业上市高质量发展三年行动，2022年力争有5家企业上市。 李炳军表示，要巩固提升特色优势产业。加强赤水河流域产区管控和生态保护，按照“三个一批”推动中小酒企转型升级，建设以茅台酒为引领的贵州酱香白酒品牌舰队。</p><p><b>港股</b></p><p>港股今日大幅拉升反弹，三大指数均呈高开高走行情，恒指涨3.42%上扬超800点，国指涨3.79%，恒生科技指数涨4.5%。南下资金大幅净流入73.18亿港元，大市成交额放大至1783亿港元。<img src=\"https://static.tigerbbs.com/218f77fbc572cfc9e98442840fb6712a\" tg-width=\"467\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/>盘面上，大型科技股大涨，美团劲升11%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09618\">京东</a>、<a href=\"https://laohu8.com/S/09888\">百度</a>、快手均涨超6%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、小米等皆有涨幅；央行超预期降息，内房股与物管股再度活跃，<a href=\"https://laohu8.com/S/09666\">金科服务</a>、<a href=\"https://laohu8.com/S/09909\">宝龙商业</a>等个股涨幅居市场前列，大金融股(银行、券商、保险)集体走强，互联网医疗、航空、猪肉、手游、餐饮、重型机械等多数板块齐飞。</p><p>另一方面，近期活跃的石油股、中医药股、港口航运股表现萎靡，子公司倒卖进口原油被查，<a href=\"https://laohu8.com/S/601857\">中国石油</a>跌近2%。</p><p><b>A股</b></p><p>今日两市全天维持弱势震荡，截至收盘，沪指跌0.09%报3555.06点，成交4597亿元；深成指跌0.06%报14198.30点，成交6693亿元。创业板指下跌0.32%，报3065.99点。盘面上，券商、银行等大金融板块顽强护盘，家电、食品饮料等大消费板块走势活跃，元宇宙、军工、锂电等热门题材股领跌市场。总体看，市场分化明显，两市下跌股超3800只，外资再现百亿级暴力抢筹。<img src=\"https://static.tigerbbs.com/923437696b2f80039e4a1affca412014\" tg-width=\"472\" tg-height=\"211\" referrerpolicy=\"no-referrer\"/>A股大金融板块顽强护盘，<a href=\"https://laohu8.com/S/601665\">齐鲁银行</a>、平安银河等领涨银行股，券商板块中，<a href=\"https://laohu8.com/S/002945\">华林证券</a>封涨停板，<a href=\"https://laohu8.com/S/002939\">长城证券</a>跟涨，<a href=\"https://laohu8.com/S/601336\">新华保险</a>、<a href=\"https://laohu8.com/S/601318\">中国平安</a>等保险股大幅走强。锂电等热门赛道股再度杀跌，因业绩不及预期，龙头<a href=\"https://laohu8.com/S/000792\">盐湖股份</a>一度触及跌停，<a href=\"https://laohu8.com/S/002140\">东华科技</a>、<a href=\"https://laohu8.com/S/000546\">金圆股份</a>等股纷纷走低。</p><p>焦点个股方面，14倍大妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>今日反包涨停，公司四季度单季盈利至少8亿元碾压过往十年总和。中药股<a href=\"https://laohu8.com/S/002349\">精华制药</a>今天强势涨停，自2021年12月22日以来的不到一个月时间，其股价累计涨幅达246.83%。生长激素纳入集采，<a href=\"https://laohu8.com/S/000661\">长春高新</a>连续两日跌停，市值蒸发近200亿元。</p><p>盘面上，地产、基建等相关产业链再度走强，白酒等大消费股走势活跃，数字经济题材继续火爆，此前炒作火热的新冠检测、预制菜概念再度降温。总体看，资金聚焦相对低估值板块，两市下跌个股近3200只。具体来看，地产、基建等相关产业链再度走强，<a href=\"https://laohu8.com/S/300675\">建科院</a>20%涨停，<a href=\"https://laohu8.com/S/601800\">中国交建</a>等多只股封板，消息面上，发改委再提适当超前开展基础设施投资。数字经济板块继续爆发，<a href=\"https://laohu8.com/S/300047\">天源迪科</a>等股20%涨停，<a href=\"https://laohu8.com/S/600756\">浪潮软件</a>、<a href=\"https://laohu8.com/S/002316\">亚联发展</a>等股涨停。今日预制菜概念继续降温，但<a href=\"https://laohu8.com/S/002069\">獐子岛</a>却逆势涨停。网传汤加火山爆发致扇贝涌入<a href=\"https://laohu8.com/S/002069\">獐子岛</a>，公司最新回应，报道及传闻严重失实。</p><p>焦点个股方面，13倍大妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>今日跌停，盘中创出88.88元的最高价；<a href=\"https://laohu8.com/S/003042\">中农联合</a>、<a href=\"https://laohu8.com/S/002951\">金时科技</a>两股今日上演地天板；今日上市的新股大分化，N益客大涨212.46%，N迈威上市破发，跌幅29.6%。</p><p><b>有券商人士表示，市场传出，今年1月1-10日，银行信贷投放总体不太理想。股份制银行对公贷款新增530亿，不足去年同期1/3；零售也仅为去年同期一半。这可能对机构投资者的信心有所冲击。然而，比较矛盾的是，银行股却是今日护盘之主力。那么，究竟谁才是做空黑手呢？</b>从杀跌的结构来看，基金重仓股砸盘可能是影响市场情绪的一个重要原因。有机构人士透露，今天首次看到有机构大调仓，调仓方向是大蓝筹。有些机构已经扛不住杀跌了。这可能也是前期基金重仓股杀跌的一个主要原因。</p><p><b>美股</b></p><p>美股三大指数期货盘前时段悉数上涨。截至发稿，道指期货涨0.37%；标普500指数期货涨0.45%；纳斯达克100指数期货涨0.64%。 <img src=\"https://static.tigerbbs.com/b24ee44dd29c81a5049469e42eb61139\" tg-width=\"473\" tg-height=\"160\" referrerpolicy=\"no-referrer\"/></p><p><b>欧洲股市</b></p><p>欧洲主要股市在盘初时段多数上涨。<img src=\"https://static.tigerbbs.com/12935f52a62a975068dc89ac009cf070\" tg-width=\"636\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>大宗商品</b><img src=\"https://static.tigerbbs.com/3d090d5dd92e2a718d68b1618970c688\" tg-width=\"649\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/><b>黄金</b></p><p>周四黄金期货价格持稳于1840美元附近，昨日得益于避险情绪升温以及美债收益率和美元走弱，金价大涨，目前市场等待美联储下周货币政策会议结果。昨日，因美元走低和美国与俄罗斯在乌克兰问题上的关系紧张，金价大涨1%，创下三个月来最大单日涨幅，并升破1840美元。同日，美国十年期国债收益率从两年新高回落超1%，不过今日再度反弹。</p><p>下周，美联储将举行货币政策会议并于1月26日公布会议结果。外界普遍预计，为遏制通胀，美联储今年的加息步伐可能快于此前预期。根据媒体对经济学家的调查，通胀已经成为美国经济在2022年最大的威胁。大宗商品价格上涨也推升了通胀，原油价格近日创下七年新高，镍价创下历史新高。</p><p><a href=\"https://laohu8.com/S/601988\">中国银行</a>广东省分行王刚表示，为应对通胀，“美联储加息行动几乎是确定的。”不过，他还表示：“尽管美联储加息进入紧锣密鼓期，然而对于的黄金的打击压制作用似乎并不剧烈。加息前的预期或会对黄金造成短期压力，而一旦落地，黄金反而或会获得释放的机会。”</p><p>中国今日公布LPR利率，如预期般降息，与世界其他国家形成了鲜明对比。中国央行公示1月1年期LPR报价下调10bp至3.7%， 5年期LPR报价下调5bp至4.6%。</p><p>截至北京时间16:23，大宗商品行情显示：<img src=\"https://static.tigerbbs.com/3d090d5dd92e2a718d68b1618970c688\" tg-width=\"649\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/></p><ul><li>现货黄金价格跌0.09%，报1,841.45美元/盎司。</li></ul><p><b>原油</b></p><p>周四油价在刷新七年高点后涨势停歇，一些投资者止盈出货，不过强劲的需求和紧张的供应继续支撑油价。澳新银行分析师表示，“国际能源署(IEA)表示全球原油需求正在恢复至大流行前的水平。”“短期供应中断加剧了市场的紧张程度。</p><p>此前因一条链接伊拉克和土耳其的重要石油管道发生爆炸，布伦特原油期货价格飙涨。”爆炸发生在周二，导致这条管道停止运行。不过，随后一天，管道恢复有限运营。此外，本周早些时候也门胡赛武装袭击了OPEC第三大产油国阿联酋，也恶化了供应局势。俄罗斯与乌克兰之间的局势也高度紧张。前者在与乌克兰的边境部署了重兵，市场担忧双方可能爆发武装冲突，并给供应造成负面影响。与此同时，全球燃油需求普遍复苏，但市场供应紧张。OPEC+难以实现把月产量提高40万桶的目标。一些投资者还预计，接下来几个月油价会继续上涨，并可能突破100美元大关。另一方面，周三美国石油协会公布的数据显示，截至1月7日至一周，美国原油库存意外增加140.4万桶，市场原本预计会减少136.7万桶。</p><p>日内，投资者还需密切关注<a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署公布的官方库存数据。</p><p>截至北京时间16:23，大宗商品行情显示：</p><ul><li>美国WTI原油期货价格跌0.63%，报85.26美元/桶。</li><li>布伦特原油期货价格跌0.80%，报87.73美元/桶。</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","399102":"创业板综","HSCEI":"国企指数","HSI":"恒生指数","000001.SH":"上证指数","HSTECH":"恒生科技指数","HSCCI":"红筹指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176113947","content_text":"要闻回顾1、1月LPR出炉：1年期与5年期品种利率均下调央行最新公布，中国1月1年期贷款市场报价利率（LPR）为3.7%，上月为3.80%。5年期贷款市场报价利率（LPR）为4.6%，上月为4.65%。2、工信部：将加快数字经济和实体经济的融合工信部总工程师、新闻发言人田玉龙在今日的发布会上表示，去年一年，数字经济发展进入了快车道。后续，我们按照落实国务院发布的《“十四五”数字经济发展规划》的要求，加快数字经济和实体经济的融合，这个是主线，加强数字信息基础设施的建设，完善数字经济治理体系，协同推进数字产业化和产业数字化，将新一代信息技术赋能传统产业，培育新产业、新业态和新模式。3、广东：2022年筹备设立大湾区国际商业银行 支持深交所实施全市场注册制改革广东省政府工作报告指出，2022年将推进金融改革开放。加快完善现代金融体系，筹备设立大湾区国际商业银行，建设好广州期货交易所，支持深交所实施全市场注册制改革，积极创建广深科创金融改革试验区。深化绿色金融改革，创新数字普惠金融，推广供应链金融试点。探索建设大湾区跨境理财和资管中心，扩大“跨境理财通”规模，建设港澳保险售后服务中心，推动“征信通”“保险通”。推进中小企业融资平台等建设，提升金融服务实体经济水平。4、国家卫健委：研究出台更多积极生育支持措施国家卫生健康委人口家庭司副司长杨金瑞在今日的发布会上表示，下一步，国家卫生健康委将会同相关部门，进一步贯彻落实中央《关于优化生育政策促进人口长期均衡发展的决定》精神，指导各地组织实施好三孩生育政策，研究出台更多积极生育支持措施。5、贵州：今年力争有5家企业上市 建设酱香白酒品牌“茅台”舰队贵州省第十三届人民代表大会第五次会议1月20日在贵阳开幕，省长李炳军在作政府工作报告时表示，扩大直接融资规模，实施企业上市高质量发展三年行动，2022年力争有5家企业上市。 李炳军表示，要巩固提升特色优势产业。加强赤水河流域产区管控和生态保护，按照“三个一批”推动中小酒企转型升级，建设以茅台酒为引领的贵州酱香白酒品牌舰队。港股港股今日大幅拉升反弹，三大指数均呈高开高走行情，恒指涨3.42%上扬超800点，国指涨3.79%，恒生科技指数涨4.5%。南下资金大幅净流入73.18亿港元，大市成交额放大至1783亿港元。盘面上，大型科技股大涨，美团劲升11%，腾讯、京东、百度、快手均涨超6%，阿里巴巴、小米等皆有涨幅；央行超预期降息，内房股与物管股再度活跃，金科服务、宝龙商业等个股涨幅居市场前列，大金融股(银行、券商、保险)集体走强，互联网医疗、航空、猪肉、手游、餐饮、重型机械等多数板块齐飞。另一方面，近期活跃的石油股、中医药股、港口航运股表现萎靡，子公司倒卖进口原油被查，中国石油跌近2%。A股今日两市全天维持弱势震荡，截至收盘，沪指跌0.09%报3555.06点，成交4597亿元；深成指跌0.06%报14198.30点，成交6693亿元。创业板指下跌0.32%，报3065.99点。盘面上，券商、银行等大金融板块顽强护盘，家电、食品饮料等大消费板块走势活跃，元宇宙、军工、锂电等热门题材股领跌市场。总体看，市场分化明显，两市下跌股超3800只，外资再现百亿级暴力抢筹。A股大金融板块顽强护盘，齐鲁银行、平安银河等领涨银行股，券商板块中，华林证券封涨停板，长城证券跟涨，新华保险、中国平安等保险股大幅走强。锂电等热门赛道股再度杀跌，因业绩不及预期，龙头盐湖股份一度触及跌停，东华科技、金圆股份等股纷纷走低。焦点个股方面，14倍大妖股九安医疗今日反包涨停，公司四季度单季盈利至少8亿元碾压过往十年总和。中药股精华制药今天强势涨停，自2021年12月22日以来的不到一个月时间，其股价累计涨幅达246.83%。生长激素纳入集采，长春高新连续两日跌停，市值蒸发近200亿元。盘面上，地产、基建等相关产业链再度走强，白酒等大消费股走势活跃，数字经济题材继续火爆，此前炒作火热的新冠检测、预制菜概念再度降温。总体看，资金聚焦相对低估值板块，两市下跌个股近3200只。具体来看，地产、基建等相关产业链再度走强，建科院20%涨停，中国交建等多只股封板，消息面上，发改委再提适当超前开展基础设施投资。数字经济板块继续爆发，天源迪科等股20%涨停，浪潮软件、亚联发展等股涨停。今日预制菜概念继续降温，但獐子岛却逆势涨停。网传汤加火山爆发致扇贝涌入獐子岛，公司最新回应，报道及传闻严重失实。焦点个股方面，13倍大妖股九安医疗今日跌停，盘中创出88.88元的最高价；中农联合、金时科技两股今日上演地天板；今日上市的新股大分化，N益客大涨212.46%，N迈威上市破发，跌幅29.6%。有券商人士表示，市场传出，今年1月1-10日，银行信贷投放总体不太理想。股份制银行对公贷款新增530亿，不足去年同期1/3；零售也仅为去年同期一半。这可能对机构投资者的信心有所冲击。然而，比较矛盾的是，银行股却是今日护盘之主力。那么，究竟谁才是做空黑手呢？从杀跌的结构来看，基金重仓股砸盘可能是影响市场情绪的一个重要原因。有机构人士透露，今天首次看到有机构大调仓，调仓方向是大蓝筹。有些机构已经扛不住杀跌了。这可能也是前期基金重仓股杀跌的一个主要原因。美股美股三大指数期货盘前时段悉数上涨。截至发稿，道指期货涨0.37%；标普500指数期货涨0.45%；纳斯达克100指数期货涨0.64%。 欧洲股市欧洲主要股市在盘初时段多数上涨。大宗商品黄金周四黄金期货价格持稳于1840美元附近，昨日得益于避险情绪升温以及美债收益率和美元走弱，金价大涨，目前市场等待美联储下周货币政策会议结果。昨日，因美元走低和美国与俄罗斯在乌克兰问题上的关系紧张，金价大涨1%，创下三个月来最大单日涨幅，并升破1840美元。同日，美国十年期国债收益率从两年新高回落超1%，不过今日再度反弹。下周，美联储将举行货币政策会议并于1月26日公布会议结果。外界普遍预计，为遏制通胀，美联储今年的加息步伐可能快于此前预期。根据媒体对经济学家的调查，通胀已经成为美国经济在2022年最大的威胁。大宗商品价格上涨也推升了通胀，原油价格近日创下七年新高，镍价创下历史新高。中国银行广东省分行王刚表示，为应对通胀，“美联储加息行动几乎是确定的。”不过，他还表示：“尽管美联储加息进入紧锣密鼓期，然而对于的黄金的打击压制作用似乎并不剧烈。加息前的预期或会对黄金造成短期压力，而一旦落地，黄金反而或会获得释放的机会。”中国今日公布LPR利率，如预期般降息，与世界其他国家形成了鲜明对比。中国央行公示1月1年期LPR报价下调10bp至3.7%， 5年期LPR报价下调5bp至4.6%。截至北京时间16:23，大宗商品行情显示：现货黄金价格跌0.09%，报1,841.45美元/盎司。原油周四油价在刷新七年高点后涨势停歇，一些投资者止盈出货，不过强劲的需求和紧张的供应继续支撑油价。澳新银行分析师表示，“国际能源署(IEA)表示全球原油需求正在恢复至大流行前的水平。”“短期供应中断加剧了市场的紧张程度。此前因一条链接伊拉克和土耳其的重要石油管道发生爆炸，布伦特原油期货价格飙涨。”爆炸发生在周二，导致这条管道停止运行。不过，随后一天，管道恢复有限运营。此外，本周早些时候也门胡赛武装袭击了OPEC第三大产油国阿联酋，也恶化了供应局势。俄罗斯与乌克兰之间的局势也高度紧张。前者在与乌克兰的边境部署了重兵，市场担忧双方可能爆发武装冲突，并给供应造成负面影响。与此同时，全球燃油需求普遍复苏，但市场供应紧张。OPEC+难以实现把月产量提高40万桶的目标。一些投资者还预计，接下来几个月油价会继续上涨，并可能突破100美元大关。另一方面，周三美国石油协会公布的数据显示，截至1月7日至一周，美国原油库存意外增加140.4万桶，市场原本预计会减少136.7万桶。日内，投资者还需密切关注美国能源信息署公布的官方库存数据。截至北京时间16:23，大宗商品行情显示：美国WTI原油期货价格跌0.63%，报85.26美元/桶。布伦特原油期货价格跌0.80%，报87.73美元/桶。","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697736779,"gmtCreate":1642587904941,"gmtModify":1642588059038,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697736779","repostId":"697977771","repostType":1,"repost":{"id":697977771,"gmtCreate":1642249850069,"gmtModify":1642257526786,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【老虎周刊】老虎社区一周十大精华文章","htmlText":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/694318772\" target=\"_blank\">你别过来啊，再过来我要通胀了</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> 有一个问题一直萦绕心间。达某与木头姐、甚至美联储（大多数官员）一样，都主观认为美国通胀是短期的，是稍纵即逝的；既然如此，继续持有成长股就不必过于慌张，理由之前说过，这里不再长篇累牍。但百密怕疏，有一个关键的问题还要考虑。这个问题是： WHAT IF 这帮人 ARE DEAD WRONG? <a href=\"https://laohu8.com/TW/694422069\" target=\"_blank\">台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 台积电作为这一季财报第一个重磅财报，应该说整个市场都还挺满意的。 今天借这个财报，再分析一下台积电的未来走势。 <a href=\"https://laohu8.com/TW/694088320\" target=\"_blank\">B 站通过止不住的股价下跌破圈了？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@Johnny</a>","listText":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/694318772\" target=\"_blank\">你别过来啊，再过来我要通胀了</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> 有一个问题一直萦绕心间。达某与木头姐、甚至美联储（大多数官员）一样，都主观认为美国通胀是短期的，是稍纵即逝的；既然如此，继续持有成长股就不必过于慌张，理由之前说过，这里不再长篇累牍。但百密怕疏，有一个关键的问题还要考虑。这个问题是： WHAT IF 这帮人 ARE DEAD WRONG? <a href=\"https://laohu8.com/TW/694422069\" target=\"_blank\">台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 台积电作为这一季财报第一个重磅财报，应该说整个市场都还挺满意的。 今天借这个财报，再分析一下台积电的未来走势。 <a href=\"https://laohu8.com/TW/694088320\" target=\"_blank\">B 站通过止不住的股价下跌破圈了？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@Johnny</a>","text":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： 你别过来啊，再过来我要通胀了 发布者：@陈达美股投资 有一个问题一直萦绕心间。达某与木头姐、甚至美联储（大多数官员）一样，都主观认为美国通胀是短期的，是稍纵即逝的；既然如此，继续持有成长股就不必过于慌张，理由之前说过，这里不再长篇累牍。但百密怕疏，有一个关键的问题还要考虑。这个问题是： WHAT IF 这帮人 ARE DEAD WRONG? 台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐？ 发布者：@不二说价值 台积电作为这一季财报第一个重磅财报，应该说整个市场都还挺满意的。 今天借这个财报，再分析一下台积电的未来走势。 B 站通过止不住的股价下跌破圈了？ 发布者：@Johnny","images":[{"img":"https://static.tigerbbs.com/b3bcd004ee7a4ce43ab2cadcf0104bca","width":"800","height":"370"},{"img":"https://static.tigerbbs.com/a5457b06965fd57dda60edd5153d8f8a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/46a33b1633bb11b21ba8c5f3fa454ff3","width":"722","height":"420"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697977771","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697736427,"gmtCreate":1642587891836,"gmtModify":1642588058430,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697736427","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1},"themes":[],"title":"2021年投资总结：正确的抄底方式","htmlText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","listText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","text":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：$中国中免(601888)$12.8%，陕西煤业8.8%，东财3.5%美股：$苹果(AAPL)$ 7.7%，meta11%，$InMode Ltd.(INMD)$13.5%中概：$腾讯控股(00700)$31.5%，","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697736587,"gmtCreate":1642587875084,"gmtModify":1642588057756,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"huat","listText":"huat","text":"huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697736587","repostId":"694349467","repostType":1,"repost":{"id":694349467,"gmtCreate":1641828442879,"gmtModify":1641857757161,"author":{"id":"3544246156971272","authorId":"3544246156971272","name":"Roger0812","avatar":"https://static.tigerbbs.com/52efe7eee81a3934f3f72bf1f558dc18","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","text":"$Tesla Motors(TSLA)$今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694349467","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":606570710,"gmtCreate":1638912874569,"gmtModify":1638912875088,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"hoho","listText":"hoho","text":"hoho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606570710","repostId":"1179864405","repostType":4,"repost":{"id":"1179864405","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638889676,"share":"https://www.laohu8.com/m/news/1179864405?lang=&edition=full","pubTime":"2021-12-07 23:07","market":"us","language":"en","title":"DraftKings stock jumped 6% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1179864405","media":"Tiger Newspress","summary":"DraftKings jumped 6% after the company announced a deal with the NFL Players Association and licensi","content":"<p>DraftKings&nbsp;jumped 6% after the company announced a deal with the NFL Players Association and licensing firm&nbsp;OneTeam Partners&nbsp;to launch gamified NFT collections.</p>\n<p><img src=\"https://static.tigerbbs.com/343288179b5e28e718710f9ec988dcf0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>The agreement grants DraftKings licensing rights for active NFL players, including the authentic use of name, image and likeness.</p>\n<p>The NFTs will debut on DraftKings Marketplace during the 2022-2023 NFL season.</p>\n<p>The company continues to position itself as a leader in the sports NFT market.</p>\n<p>\"The future of fandom is unfolding in front of us, and few organizations beyond DraftKings are as equipped to capitalize on the increasing intersection between sports and NFTs that will be cornerstones of engagement and entertainment within Web3,\" says DraftKings Marketplace exec&nbsp;Beth Beiriger.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DraftKings stock jumped 6% in morning trading</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\">\nDraftKings stock jumped 6% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-07 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>DraftKings&nbsp;jumped 6% after the company announced a deal with the NFL Players Association and licensing firm&nbsp;OneTeam Partners&nbsp;to launch gamified NFT collections.</p>\n<p><img src=\"https://static.tigerbbs.com/343288179b5e28e718710f9ec988dcf0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>The agreement grants DraftKings licensing rights for active NFL players, including the authentic use of name, image and likeness.</p>\n<p>The NFTs will debut on DraftKings Marketplace during the 2022-2023 NFL season.</p>\n<p>The company continues to position itself as a leader in the sports NFT market.</p>\n<p>\"The future of fandom is unfolding in front of us, and few organizations beyond DraftKings are as equipped to capitalize on the increasing intersection between sports and NFTs that will be cornerstones of engagement and entertainment within Web3,\" says DraftKings Marketplace exec&nbsp;Beth Beiriger.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179864405","content_text":"DraftKings jumped 6% after the company announced a deal with the NFL Players Association and licensing firm OneTeam Partners to launch gamified NFT collections.\n\nThe agreement grants DraftKings licensing rights for active NFL players, including the authentic use of name, image and likeness.\nThe NFTs will debut on DraftKings Marketplace during the 2022-2023 NFL season.\nThe company continues to position itself as a leader in the sports NFT market.\n\"The future of fandom is unfolding in front of us, and few organizations beyond DraftKings are as equipped to capitalize on the increasing intersection between sports and NFTs that will be cornerstones of engagement and entertainment within Web3,\" says DraftKings Marketplace exec Beth Beiriger.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827579132,"gmtCreate":1634513580763,"gmtModify":1634513581445,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827579132","repostId":"2176147665","repostType":2,"repost":{"id":"2176147665","pubTimestamp":1634514359,"share":"https://www.laohu8.com/m/news/2176147665?lang=&edition=full","pubTime":"2021-10-18 07:45","market":"us","language":"en","title":"The tech earnings boom is fizzling out, as Apple and Amazon face the same issues as everyone else","url":"https://stock-news.laohu8.com/highlight/detail?id=2176147665","media":"MarketWatch","summary":"Supply-chain problems and the semiconductor shortage will bring tech earnings back to earth, even fo","content":"<p>Supply-chain problems and the semiconductor shortage will bring tech earnings back to earth, even for the most successful companies, though two sectors should avoid the downturn</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb73274031998b33c5aeaca4d827ef3c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MARKETWATCH PHOTO ILLUSTRATION/GETTY IMAGES, ISTOCKPHOTO</span></p>\n<p>Tech’s continuing financial dominance has been a huge part of Wall Street’s surge during the COVID-19 pandemic, but it appears that the supply-chain problems hurting other industries will not skip Big Tech.</p>\n<p>Amazon.com Inc.&nbsp;and Apple Inc.&nbsp;are prominent examples of tech companies expected to experience or forecast shortfalls related to the global supply chain in the coming earnings season. The overall decline in expectations means that the&nbsp;second quarter of 2021 will likely be the peak for earnings growth this year&nbsp;for the core IT sector — which includes computers, hardware, storage, semiconductors, software, IT services and communications equipment — as well as the consumer discretionary segment that includes Amazon.</p>\n<p>The information technology companies in the S&amp;P 500&nbsp;are forecast to report double-digit earnings growth of 29% and revenue growth of 19% in the third quarter, according to FactSet, a slowdown from the second quarter, when earnings soared 48% from the previous year and revenue jumped 22%. Most of the continued gains are expected to come from the subsector at the heart of many problems, semiconductors, which are again expected to show the biggest growth (with the exception of Intel Corp.).</p>\n<p>Others could suffer from the lack of chips, including Apple, which&nbsp;is reportedly lowering its iPhone 13 production targets&nbsp;due to semiconductor and component shortages. While some analysts believe any iPhone sales that Apple misses out on will just show up in later quarters, analysts are still trimming Apple’s estimates for the back-to-school and holiday shopping seasons.</p>\n<p>“There are pieces of IT — the tech sector — that will do really well, and others that won’t do that well,” said Brendan Connaughton, founder and managing partner of Catalyst Private Wealth in San Francisco. “Tech will grow a little faster than the market as a whole.”</p>\n<p>Amazon, which seemed to be situated perfectly for the pandemic with its dominant online-shopping and cloud-computing businesses, has seen expectations drop rapidly since&nbsp;sales growth slowed more than expected in the second quarter. FactSet Senior Earnings Analyst John Butters noted that analysts’ average estimates for Amazon earnings dove from $12.89 a share to $8.92 a share during the third quarter, leading to the biggest decline in earnings expectations for any of the S&amp;P 500’s 11 sectors during the period, -7.6%. Expectations have since declined to $8.90 a share, after Amazon put up earnings of $12.37 a share in the third quarter of 2020.</p>\n<p>Even with that decline in expectations, some analysts predict Amazon could surprise on the negative side, after seeing a surge in costs that are likely to affect its profits. The company has been investing heavily in its logistics build-out and has been spending billions on its delivery network and&nbsp;rising employee costs, while other issues have grown.</p>\n<p>“Persistent supply-chain issues, which will likely extend well into 2022, could present a risk to our forecast,” Cowen &amp; Co. analyst John Blackledge said of Amazon in a recent note.</p>\n<p>Amazon’s highly profitable growth engine, AWS, is also slowing down a bit. Evercore ISI analysts said they are looking for AWS revenue to grow 34% on a year-over-year basis, compared with 37% growth in the most recent second quarter.</p>\n<p>“Cloud will grow but not at the rate it has been growing at,” said Maribel Lopez, principal analyst at Lopez Research, referring to the cloud-computing market in general. “Clearly everyone who needed cloud has started it, but will people still be growing at 40%?”</p>\n<p>One of the biggest explosions in tech spending during the pandemic has already showed a slowdown, and is also related to the supply-chain struggles and semiconductor shortage. During the pandemic, many consumers and businesses upgraded their computers for remote work and teleconferencing, leading to a huge boom in the PC industry.</p>\n<p>But that boom appears to be done, for now.</p>\n<p>“I think numbers will be solid but won’t show that exponential growth that we saw over the last few quarters,” said Lopez. “Now people around the world are up and running with whatever they need to be up and running with. The next big [purchasing] wave won’t happen for another six months.”</p>\n<p>Market-research firms Gartner and IDC&nbsp;said that worldwide PC units growth had returned to low single digits&nbsp;in the third quarter, with Gartner reporting unit shipments grew 1% and IDC projecting PC growth of 3.9% in the third quarter. Demand hasn’t slowed as much as the ability for PC makers such as HP Inc.&nbsp;to get all the components they need to make PCs.</p>\n<p>“The PC industry continues to be hampered by supply and logistical challenges, and unfortunately these issues have not seen much improvement in recent months,” IDC analyst Jitesh Ubrani said in a statement.</p>\n<p>HP is going to be one of the hardest hit companies. According to FactSet, analysts are estimating a 1.32% growth rate for revenue in its fiscal fourth quarter, which ends in October. That almost flat growth follows a stunning 27.3% surge in revenue in the July quarter, fueled by consumer PC sales and printing.</p>\n<p>The news isn’t all bad for tech. The chip shortage is expected to again pay off for semiconductor companies — as a group, semis and semiconductor equipment are forecast to see earnings growth of 38.5% in the third quarter, with revenue growing on average 22.9%.</p>\n<p>Stacy Rasgon, a Bernstein Research analyst, said recently that the trends are “fueling bullish feelings from semiconductor companies themselves, most of whom are calling for shortages and strong order patterns to maintain well into next year,” and added that his inbox is flooded with queries from investors asking how long the current growth can last.</p>\n<p>“Investor conviction appears to be increasingly waning as they continue to worry that the peak must be approaching, and maintain considerable uncertainty as to how much of the current demand environment is real, versus phantom given the normal customer behavior in times of shortages is to order more than they need in hopes of getting enough parts to get by.”</p>\n<p>The sole chip maker that is not expected to see any growth in the third quarter is chip giant Intel, which has been under a cloud after some chip delays in the past year and its big push to spend more on contract manufacturing. Analysts expect to see flat third-quarter earnings and nearly flat revenue compared with the year-ago period, while competitors like Advanced Micro Devices Inc.&nbsp;and Nvidia Corp.&nbsp;are expected to see stunning revenue growth of 46% and 44%, respectively.</p>\n<p>The tech-related sector that looks the strongest besides semiconductors is communication services, which includes Facebook Inc.,Alphabet Inc.&nbsp;and Netflix Inc..While the expected 23% earnings growth and 19.8% sales growth still pales in comparison with the first half of the year, when companies were lapping the beginning of the pandemic, it destroys any quarterly numbers from 2020.</p>\n<p>Facebook is expected to see 37% revenue growth in the third quarter, showing its ability to bounce from one controversy to the next in recent months without paying for any of them. The threat to the social-media powerhouse, as well as Google and other Big Tech companies, comes from lawmakers looking to change the Section 230 protections that content platform companies enjoy, along with other legislative and regulatory concerns — if other concerns don’t get in the way.</p>\n<p>“I think that Washington, D.C. has enough fish to fry,” Connaughton said. “They probably won’t get to tech for another six months.”</p>\n<p>Whatever happens on the regulatory front is not likely to have much immediate impact on the financial reports we will see in the coming weeks. The roiled supply chain and semiconductor shortage, though, will take at least a pound of flesh.</p>","source":"lsy1603348471595","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 tech earnings boom is fizzling out, as Apple and Amazon face the same issues as everyone else</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\">\nThe tech earnings boom is fizzling out, as Apple and Amazon face the same issues as everyone else\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-18 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-tech-earnings-boom-is-fizzling-out-as-apple-and-amazon-face-the-same-issues-as-everyone-else-11634502229?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Supply-chain problems and the semiconductor shortage will bring tech earnings back to earth, even for the most successful companies, though two sectors should avoid the downturn\nMARKETWATCH PHOTO ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-tech-earnings-boom-is-fizzling-out-as-apple-and-amazon-face-the-same-issues-as-everyone-else-11634502229?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","AAPL":"苹果",".IXIC":"NASDAQ Composite","AMZN":"亚马逊",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/the-tech-earnings-boom-is-fizzling-out-as-apple-and-amazon-face-the-same-issues-as-everyone-else-11634502229?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2176147665","content_text":"Supply-chain problems and the semiconductor shortage will bring tech earnings back to earth, even for the most successful companies, though two sectors should avoid the downturn\nMARKETWATCH PHOTO ILLUSTRATION/GETTY IMAGES, ISTOCKPHOTO\nTech’s continuing financial dominance has been a huge part of Wall Street’s surge during the COVID-19 pandemic, but it appears that the supply-chain problems hurting other industries will not skip Big Tech.\nAmazon.com Inc. and Apple Inc. are prominent examples of tech companies expected to experience or forecast shortfalls related to the global supply chain in the coming earnings season. The overall decline in expectations means that the second quarter of 2021 will likely be the peak for earnings growth this year for the core IT sector — which includes computers, hardware, storage, semiconductors, software, IT services and communications equipment — as well as the consumer discretionary segment that includes Amazon.\nThe information technology companies in the S&P 500 are forecast to report double-digit earnings growth of 29% and revenue growth of 19% in the third quarter, according to FactSet, a slowdown from the second quarter, when earnings soared 48% from the previous year and revenue jumped 22%. Most of the continued gains are expected to come from the subsector at the heart of many problems, semiconductors, which are again expected to show the biggest growth (with the exception of Intel Corp.).\nOthers could suffer from the lack of chips, including Apple, which is reportedly lowering its iPhone 13 production targets due to semiconductor and component shortages. While some analysts believe any iPhone sales that Apple misses out on will just show up in later quarters, analysts are still trimming Apple’s estimates for the back-to-school and holiday shopping seasons.\n“There are pieces of IT — the tech sector — that will do really well, and others that won’t do that well,” said Brendan Connaughton, founder and managing partner of Catalyst Private Wealth in San Francisco. “Tech will grow a little faster than the market as a whole.”\nAmazon, which seemed to be situated perfectly for the pandemic with its dominant online-shopping and cloud-computing businesses, has seen expectations drop rapidly since sales growth slowed more than expected in the second quarter. FactSet Senior Earnings Analyst John Butters noted that analysts’ average estimates for Amazon earnings dove from $12.89 a share to $8.92 a share during the third quarter, leading to the biggest decline in earnings expectations for any of the S&P 500’s 11 sectors during the period, -7.6%. Expectations have since declined to $8.90 a share, after Amazon put up earnings of $12.37 a share in the third quarter of 2020.\nEven with that decline in expectations, some analysts predict Amazon could surprise on the negative side, after seeing a surge in costs that are likely to affect its profits. The company has been investing heavily in its logistics build-out and has been spending billions on its delivery network and rising employee costs, while other issues have grown.\n“Persistent supply-chain issues, which will likely extend well into 2022, could present a risk to our forecast,” Cowen & Co. analyst John Blackledge said of Amazon in a recent note.\nAmazon’s highly profitable growth engine, AWS, is also slowing down a bit. Evercore ISI analysts said they are looking for AWS revenue to grow 34% on a year-over-year basis, compared with 37% growth in the most recent second quarter.\n“Cloud will grow but not at the rate it has been growing at,” said Maribel Lopez, principal analyst at Lopez Research, referring to the cloud-computing market in general. “Clearly everyone who needed cloud has started it, but will people still be growing at 40%?”\nOne of the biggest explosions in tech spending during the pandemic has already showed a slowdown, and is also related to the supply-chain struggles and semiconductor shortage. During the pandemic, many consumers and businesses upgraded their computers for remote work and teleconferencing, leading to a huge boom in the PC industry.\nBut that boom appears to be done, for now.\n“I think numbers will be solid but won’t show that exponential growth that we saw over the last few quarters,” said Lopez. “Now people around the world are up and running with whatever they need to be up and running with. The next big [purchasing] wave won’t happen for another six months.”\nMarket-research firms Gartner and IDC said that worldwide PC units growth had returned to low single digits in the third quarter, with Gartner reporting unit shipments grew 1% and IDC projecting PC growth of 3.9% in the third quarter. Demand hasn’t slowed as much as the ability for PC makers such as HP Inc. to get all the components they need to make PCs.\n“The PC industry continues to be hampered by supply and logistical challenges, and unfortunately these issues have not seen much improvement in recent months,” IDC analyst Jitesh Ubrani said in a statement.\nHP is going to be one of the hardest hit companies. According to FactSet, analysts are estimating a 1.32% growth rate for revenue in its fiscal fourth quarter, which ends in October. That almost flat growth follows a stunning 27.3% surge in revenue in the July quarter, fueled by consumer PC sales and printing.\nThe news isn’t all bad for tech. The chip shortage is expected to again pay off for semiconductor companies — as a group, semis and semiconductor equipment are forecast to see earnings growth of 38.5% in the third quarter, with revenue growing on average 22.9%.\nStacy Rasgon, a Bernstein Research analyst, said recently that the trends are “fueling bullish feelings from semiconductor companies themselves, most of whom are calling for shortages and strong order patterns to maintain well into next year,” and added that his inbox is flooded with queries from investors asking how long the current growth can last.\n“Investor conviction appears to be increasingly waning as they continue to worry that the peak must be approaching, and maintain considerable uncertainty as to how much of the current demand environment is real, versus phantom given the normal customer behavior in times of shortages is to order more than they need in hopes of getting enough parts to get by.”\nThe sole chip maker that is not expected to see any growth in the third quarter is chip giant Intel, which has been under a cloud after some chip delays in the past year and its big push to spend more on contract manufacturing. Analysts expect to see flat third-quarter earnings and nearly flat revenue compared with the year-ago period, while competitors like Advanced Micro Devices Inc. and Nvidia Corp. are expected to see stunning revenue growth of 46% and 44%, respectively.\nThe tech-related sector that looks the strongest besides semiconductors is communication services, which includes Facebook Inc.,Alphabet Inc. and Netflix Inc..While the expected 23% earnings growth and 19.8% sales growth still pales in comparison with the first half of the year, when companies were lapping the beginning of the pandemic, it destroys any quarterly numbers from 2020.\nFacebook is expected to see 37% revenue growth in the third quarter, showing its ability to bounce from one controversy to the next in recent months without paying for any of them. The threat to the social-media powerhouse, as well as Google and other Big Tech companies, comes from lawmakers looking to change the Section 230 protections that content platform companies enjoy, along with other legislative and regulatory concerns — if other concerns don’t get in the way.\n“I think that Washington, D.C. has enough fish to fry,” Connaughton said. “They probably won’t get to tech for another six months.”\nWhatever happens on the regulatory front is not likely to have much immediate impact on the financial reports we will see in the coming weeks. The roiled supply chain and semiconductor shortage, though, will take at least a pound of flesh.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698456337,"gmtCreate":1640506850419,"gmtModify":1640506851011,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698456337","repostId":"1144001147","repostType":4,"repost":{"id":"1144001147","pubTimestamp":1640485026,"share":"https://www.laohu8.com/m/news/1144001147?lang=&edition=full","pubTime":"2021-12-26 10:17","market":"us","language":"en","title":"A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State","url":"https://stock-news.laohu8.com/highlight/detail?id=1144001147","media":"InvestorPlace","summary":"In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, t","content":"<p>In the last year,&nbsp;<b>Ocugen</b>(NASDAQ:<b><u>OCGN</u></b>) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there, the stock is up over 1,600%.</p>\n<p>However, it’s worth noting that OCGN stock was trading well below one dollar before it stitched a partnership with&nbsp;<b>Bharat Biotech</b>. The companies announced plans to begin manufacturing Covid-19 vaccines in the U.S. on Dec. 22 last year.</p>\n<p>Beyond the news of this partnership, there has been little to cheer for investors. OCGN stock traded at all-time highs of $18.77 in February and reached slightly lower peaks in May and November. The stock traded at $5.12 at the start of Dec. 23.</p>\n<p>Ocugen will continue to underperform going forward. Even after the downtrend in the last few months, OCGN stock should be avoided.</p>\n<p>Let’s talk about the reasons to be bearish.</p>\n<p>FDA Approval Remains Elusive</p>\n<p><b>Pfizer</b>(NYSE:<b><u>PFE</u></b>) and&nbsp;<b>Moderna</b>(NASDAQ:<b><u>MRNA</u></b>) have been leaders in the vaccine race in the U.S. In a country where more than 70% of the population has already been vaccinated, Ocugen has yet to secure an approval from the U.S. Food and Drug Administration.</p>\n<p>Back in June, the biotech company’s&nbsp;application for emergency use authorization&nbsp;was rejected by the FDA. The recommendation by the FDA was to file for a biologics license application, which implies full approval.</p>\n<p>In November, Ocugen announced that the FDA has “issued a clinical hold&nbsp;on the Company’s Investigational New Drug application (IND) to evaluate the COVID-19 vaccine candidate.” The FDA will be identifying the specific deficiencies that form a basis for the clinical hold. Once Ocugen addresses these deficiencies, there will be some progress.</p>\n<p>The key point is that it’s been over a year since Ocugen announced the partnership with Bharat Biotech. The company has still been unsuccessful from an approval perspective.</p>\n<p>In July, Ocugen had also initiated a&nbsp;rolling submission to Health Canada&nbsp;for the vaccine. There is no positive news on that front either.</p>\n<p>Let’s imagine a scenario where Ocugen receives an approval for vaccine use in Q1 2022. This is very unlikely. However, even in an optimistic case scenario, Ocugen needs to compete in a market where vaccination percentage is high. There is unlikely to be a case for strong revenue and cash flow growth.</p>\n<p>Can Omicron Provide a Lifeline for OCGN Stock?</p>\n<p>The omicron variant has been a cause of concern for governments globally. Ocugen and partner Bharat Biotech are&nbsp;currently studying the effectiveness&nbsp;of the vaccine against the variant.</p>\n<p>If the vaccine proves to be effective, can it be a game-changer for Ocugen? Most likely, no.</p>\n<p>First and foremost, Moderna has announced that its Covid-19 booster&nbsp;increases neutralizing antibodies 37-fold&nbsp;against Omicron variant.</p>\n<p>Furthermore, Pfizer has announced that a third dose increases the “neutralizing antibody by 25-fold&nbsp;compared to two doses against the Omicron variant.”</p>\n<p>Clearly, the leading vaccine makers have an edge. Even if Ocugen announces that its vaccine is effective against the omicron variant, the stock is unlikely to trend higher.</p>\n<p>People who have already taken two shots of Moderna or Pfizer are unlikely to pursue a booster shot with Ocugen. Additionally, Ocugen is still struggling for approval.</p>\n<p>It’s also worth noting that Ocugen needs to share revenue with Bharat Biotech. The visibility for healthy cash flows is therefore very unlikely.</p>\n<p>OCGN Stock Will Trend Lower</p>\n<p>OCGN stock is likely to continue trending lower in the coming months. Without an approval, the company is rapidly losing out on any revenue and cash flow potential.</p>\n<p>The company is&nbsp;building a pipeline of drugs&nbsp;for various indications. However, the pipeline for various indications is still at a pre-clinical stage.</p>\n<p>The stock trend will therefore be dictated by the outcome of Covid-19 vaccine approval and revenue potential. Things seem bleak on that front.</p>\n<p>It also seems unlikely that Ocugen has a capability to expand the vaccine partnership with Bharat Biotech to other countries.</p>","source":"lsy1606302653667","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>A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State</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\">\nA Year After Announcing a Big Partnership, Ocugen Is in a Sorry State\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there...</p>\n\n<a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OCGN":"Ocugen"},"source_url":"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144001147","content_text":"In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there, the stock is up over 1,600%.\nHowever, it’s worth noting that OCGN stock was trading well below one dollar before it stitched a partnership with Bharat Biotech. The companies announced plans to begin manufacturing Covid-19 vaccines in the U.S. on Dec. 22 last year.\nBeyond the news of this partnership, there has been little to cheer for investors. OCGN stock traded at all-time highs of $18.77 in February and reached slightly lower peaks in May and November. The stock traded at $5.12 at the start of Dec. 23.\nOcugen will continue to underperform going forward. Even after the downtrend in the last few months, OCGN stock should be avoided.\nLet’s talk about the reasons to be bearish.\nFDA Approval Remains Elusive\nPfizer(NYSE:PFE) and Moderna(NASDAQ:MRNA) have been leaders in the vaccine race in the U.S. In a country where more than 70% of the population has already been vaccinated, Ocugen has yet to secure an approval from the U.S. Food and Drug Administration.\nBack in June, the biotech company’s application for emergency use authorization was rejected by the FDA. The recommendation by the FDA was to file for a biologics license application, which implies full approval.\nIn November, Ocugen announced that the FDA has “issued a clinical hold on the Company’s Investigational New Drug application (IND) to evaluate the COVID-19 vaccine candidate.” The FDA will be identifying the specific deficiencies that form a basis for the clinical hold. Once Ocugen addresses these deficiencies, there will be some progress.\nThe key point is that it’s been over a year since Ocugen announced the partnership with Bharat Biotech. The company has still been unsuccessful from an approval perspective.\nIn July, Ocugen had also initiated a rolling submission to Health Canada for the vaccine. There is no positive news on that front either.\nLet’s imagine a scenario where Ocugen receives an approval for vaccine use in Q1 2022. This is very unlikely. However, even in an optimistic case scenario, Ocugen needs to compete in a market where vaccination percentage is high. There is unlikely to be a case for strong revenue and cash flow growth.\nCan Omicron Provide a Lifeline for OCGN Stock?\nThe omicron variant has been a cause of concern for governments globally. Ocugen and partner Bharat Biotech are currently studying the effectiveness of the vaccine against the variant.\nIf the vaccine proves to be effective, can it be a game-changer for Ocugen? Most likely, no.\nFirst and foremost, Moderna has announced that its Covid-19 booster increases neutralizing antibodies 37-fold against Omicron variant.\nFurthermore, Pfizer has announced that a third dose increases the “neutralizing antibody by 25-fold compared to two doses against the Omicron variant.”\nClearly, the leading vaccine makers have an edge. Even if Ocugen announces that its vaccine is effective against the omicron variant, the stock is unlikely to trend higher.\nPeople who have already taken two shots of Moderna or Pfizer are unlikely to pursue a booster shot with Ocugen. Additionally, Ocugen is still struggling for approval.\nIt’s also worth noting that Ocugen needs to share revenue with Bharat Biotech. The visibility for healthy cash flows is therefore very unlikely.\nOCGN Stock Will Trend Lower\nOCGN stock is likely to continue trending lower in the coming months. Without an approval, the company is rapidly losing out on any revenue and cash flow potential.\nThe company is building a pipeline of drugs for various indications. However, the pipeline for various indications is still at a pre-clinical stage.\nThe stock trend will therefore be dictated by the outcome of Covid-19 vaccine approval and revenue potential. Things seem bleak on that front.\nIt also seems unlikely that Ocugen has a capability to expand the vaccine partnership with Bharat Biotech to other countries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872477094,"gmtCreate":1637568597145,"gmtModify":1637568597392,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"&nbsp;gogo","listText":"&nbsp;gogo","text":"gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872477094","repostId":"2184419548","repostType":4,"repost":{"id":"2184419548","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":1637567160,"share":"https://www.laohu8.com/m/news/2184419548?lang=&edition=full","pubTime":"2021-11-22 15:46","market":"us","language":"en","title":"Apple Car could double company's revenue and market value, says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2184419548","media":"Dow Jones","summary":"Talk of an Apple Car is 'catalyzing a shift in investor narrative back toward the attractiveness of ","content":"<p>Talk of an Apple Car is 'catalyzing a shift in investor narrative back toward the attractiveness of the platform,' analyst says</p>\n<p>A hypothetical Apple Inc.-designed car may be years away, but it could already be helping the company's stock, in the view of <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst.</p>\n<p>\"We see the prospects of Apple Car--representing the clearest path to doubling Apple's revenue and market cap--catalyzing a shift in investor narrative back toward the attractiveness of the platform (1 billion loyal customers) and long-term sustainable growth,\" wrote Morgan Stanley's Katy Huberty in a Friday note to clients.</p>\n<p>Simply put, \"investors should pay attention to Apple Car,\" Huberty wrote.</p>\n<p>Her comments come after a Bloomberg News article Thursday highlighted a series of developments around the consumer electronics company's plans for an electric vehicle. Apple reportedly has sped up its launch targets as it now aims to introduce a car in four years. It also aspires to deliver a model that boasts full self-driving capabilities, according to Bloomberg.</p>\n<p>Apple didn't respond to MarketWatch's request for comment Thursday about its electric-vehicle plans.</p>\n<p>Apple's stock <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> rallied 1.5% into record territory in afternoon trading Friday. The stock has run up 8.4% amid a six-day winning streak.</p>\n<p>Apple could drive dynamics in the world of autonomous vehicles (AVs) similar to what it did in other markets, in Huberty's view. The company wasn't first to launch a smartphone, but its focus on building an attractive software ecosystem helped the company skate past established players.</p>\n<p>\"Evidence shows that when Apple enters new markets, it serves as a catalyst to expand the addressable market beyond what was previously imagined,\" Huberty wrote, meaning that she thinks \"Apple is likely to accelerate adoption of AVs.\"</p>\n<p>Huberty admits that Apple \"will need to add new partners, source new components, and invest in new technologies internally\" if it wants to get into the business of developing cars, but she sounded upbeat about the company's ability to manage this shift while leveraging its existing capabilities.</p>\n<p>\"[M]uch of the brains and power of a self-driving car--including processors, sensors, [and] batteries--are already designed by Apple today,\" she wrote, making the company \"well positioned to solve complex technology, safety, performance, and manufacturing challenges of a self-driving car and to scale production faster than others targeting the same market.\"</p>\n<p>An Apple Car could also bring a twist on the traditional idea of car ownership and mobility, according to Huberty, who thinks the company could sell the car \"as a service.\"</p>\n<p>Her colleague Adam Jonas, who covers Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, seemed to expand further in a note discussing the potential automotive-industry implications of an eventual Apple entry into the car market.</p>\n<p>\"To be clear, we do not believe consumers will own title to a fully autonomous car... but will engage in the service as a subscription or transport utility,\" Jonas wrote.</p>\n<p>Bloomberg reported that Apple envisions putting out a car without a pedal or steering wheel. Such a vehicle \"must be a 'shared service' and not an 'owned car,'\" in Jonas's view.</p>\n<p>Apple's stock has run up 20.8% year to date, while the Dow Jones Industrial Average has advanced 16.5%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Car could double company's revenue and market value, says Morgan Stanley</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\">\nApple Car could double company's revenue and market value, says Morgan Stanley\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\">2021-11-22 15:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Talk of an Apple Car is 'catalyzing a shift in investor narrative back toward the attractiveness of the platform,' analyst says</p>\n<p>A hypothetical Apple Inc.-designed car may be years away, but it could already be helping the company's stock, in the view of <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst.</p>\n<p>\"We see the prospects of Apple Car--representing the clearest path to doubling Apple's revenue and market cap--catalyzing a shift in investor narrative back toward the attractiveness of the platform (1 billion loyal customers) and long-term sustainable growth,\" wrote Morgan Stanley's Katy Huberty in a Friday note to clients.</p>\n<p>Simply put, \"investors should pay attention to Apple Car,\" Huberty wrote.</p>\n<p>Her comments come after a Bloomberg News article Thursday highlighted a series of developments around the consumer electronics company's plans for an electric vehicle. Apple reportedly has sped up its launch targets as it now aims to introduce a car in four years. It also aspires to deliver a model that boasts full self-driving capabilities, according to Bloomberg.</p>\n<p>Apple didn't respond to MarketWatch's request for comment Thursday about its electric-vehicle plans.</p>\n<p>Apple's stock <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> rallied 1.5% into record territory in afternoon trading Friday. The stock has run up 8.4% amid a six-day winning streak.</p>\n<p>Apple could drive dynamics in the world of autonomous vehicles (AVs) similar to what it did in other markets, in Huberty's view. The company wasn't first to launch a smartphone, but its focus on building an attractive software ecosystem helped the company skate past established players.</p>\n<p>\"Evidence shows that when Apple enters new markets, it serves as a catalyst to expand the addressable market beyond what was previously imagined,\" Huberty wrote, meaning that she thinks \"Apple is likely to accelerate adoption of AVs.\"</p>\n<p>Huberty admits that Apple \"will need to add new partners, source new components, and invest in new technologies internally\" if it wants to get into the business of developing cars, but she sounded upbeat about the company's ability to manage this shift while leveraging its existing capabilities.</p>\n<p>\"[M]uch of the brains and power of a self-driving car--including processors, sensors, [and] batteries--are already designed by Apple today,\" she wrote, making the company \"well positioned to solve complex technology, safety, performance, and manufacturing challenges of a self-driving car and to scale production faster than others targeting the same market.\"</p>\n<p>An Apple Car could also bring a twist on the traditional idea of car ownership and mobility, according to Huberty, who thinks the company could sell the car \"as a service.\"</p>\n<p>Her colleague Adam Jonas, who covers Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, seemed to expand further in a note discussing the potential automotive-industry implications of an eventual Apple entry into the car market.</p>\n<p>\"To be clear, we do not believe consumers will own title to a fully autonomous car... but will engage in the service as a subscription or transport utility,\" Jonas wrote.</p>\n<p>Bloomberg reported that Apple envisions putting out a car without a pedal or steering wheel. Such a vehicle \"must be a 'shared service' and not an 'owned car,'\" in Jonas's view.</p>\n<p>Apple's stock has run up 20.8% year to date, while the Dow Jones Industrial Average has advanced 16.5%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184419548","content_text":"Talk of an Apple Car is 'catalyzing a shift in investor narrative back toward the attractiveness of the platform,' analyst says\nA hypothetical Apple Inc.-designed car may be years away, but it could already be helping the company's stock, in the view of one analyst.\n\"We see the prospects of Apple Car--representing the clearest path to doubling Apple's revenue and market cap--catalyzing a shift in investor narrative back toward the attractiveness of the platform (1 billion loyal customers) and long-term sustainable growth,\" wrote Morgan Stanley's Katy Huberty in a Friday note to clients.\nSimply put, \"investors should pay attention to Apple Car,\" Huberty wrote.\nHer comments come after a Bloomberg News article Thursday highlighted a series of developments around the consumer electronics company's plans for an electric vehicle. Apple reportedly has sped up its launch targets as it now aims to introduce a car in four years. It also aspires to deliver a model that boasts full self-driving capabilities, according to Bloomberg.\nApple didn't respond to MarketWatch's request for comment Thursday about its electric-vehicle plans.\nApple's stock $(AAPL)$ rallied 1.5% into record territory in afternoon trading Friday. The stock has run up 8.4% amid a six-day winning streak.\nApple could drive dynamics in the world of autonomous vehicles (AVs) similar to what it did in other markets, in Huberty's view. The company wasn't first to launch a smartphone, but its focus on building an attractive software ecosystem helped the company skate past established players.\n\"Evidence shows that when Apple enters new markets, it serves as a catalyst to expand the addressable market beyond what was previously imagined,\" Huberty wrote, meaning that she thinks \"Apple is likely to accelerate adoption of AVs.\"\nHuberty admits that Apple \"will need to add new partners, source new components, and invest in new technologies internally\" if it wants to get into the business of developing cars, but she sounded upbeat about the company's ability to manage this shift while leveraging its existing capabilities.\n\"[M]uch of the brains and power of a self-driving car--including processors, sensors, [and] batteries--are already designed by Apple today,\" she wrote, making the company \"well positioned to solve complex technology, safety, performance, and manufacturing challenges of a self-driving car and to scale production faster than others targeting the same market.\"\nAn Apple Car could also bring a twist on the traditional idea of car ownership and mobility, according to Huberty, who thinks the company could sell the car \"as a service.\"\nHer colleague Adam Jonas, who covers Tesla Inc. $(TSLA)$, seemed to expand further in a note discussing the potential automotive-industry implications of an eventual Apple entry into the car market.\n\"To be clear, we do not believe consumers will own title to a fully autonomous car... but will engage in the service as a subscription or transport utility,\" Jonas wrote.\nBloomberg reported that Apple envisions putting out a car without a pedal or steering wheel. Such a vehicle \"must be a 'shared service' and not an 'owned car,'\" in Jonas's view.\nApple's stock has run up 20.8% year to date, while the Dow Jones Industrial Average has advanced 16.5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697040572,"gmtCreate":1642175046141,"gmtModify":1642175047364,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"no","listText":"no","text":"no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697040572","repostId":"2203126977","repostType":4,"repost":{"id":"2203126977","pubTimestamp":1642174200,"share":"https://www.laohu8.com/m/news/2203126977?lang=&edition=full","pubTime":"2022-01-14 23:30","market":"us","language":"en","title":"Are Electric Vehicle Stocks Overhyped?","url":"https://stock-news.laohu8.com/highlight/detail?id=2203126977","media":"Motley Fool","summary":"The short answer: Almost definitely.","content":"<html><head></head><body><p>The excitement around electric vehicle stocks is palpable. From <b>Rivian</b> (NASDAQ:RIVN) at a $76 billion market cap with no revenue to <b>Tesla</b> (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was valued under $100 billion less than three years ago, many investors are bullish on the opportunity in electric vehicles.</p><p>And why wouldn&#39;t they be? The industry is growing quickly, up 26% year over year from 2020, and is going after a gigantic market opportunity in the worldwide car market. But just because these stocks are in a large, growing industry doesn&#39;t mean they will be great investments over the next decade. Just ask <b>Cisco Systems</b> investors who bought stock in 1999 and 2000.</p><p>Are electric vehicle stocks overhyped? Yes. Let me explain why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90344f91dac6378d78934846de60ce59\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Growth is strong, and the market opportunity is massive</h2><p>To start out, let&#39;s give some context around the global opportunity in electric vehicles and the overall automotive industry. In 2021, it is estimated that 6.4 million electric vehicles (EVs) were sold around the world, of which 4 million of these were all-electric and 2.4 million plug-in hybrids. That total number is up 26% from 2020.</p><p>In 2022, analysts are actually expecting this growth to accelerate due to the number of models being available in the U.S. jumping from 62 to 100. If that is the case, global annual sales for electric vehicles should hit 10 million in the near future. For reference, 66 million total cars are estimated to have been sold around the world in 2021.</p><p>Those are all high-level numbers, but what about the financial opportunity? Assuming an average selling price of $25,000, 10 million EV sales would equate to $250 billion in annual sales. At 50 million EVs, which assumes they take over the majority of the auto market, that equates to $1.25 trillion in sales. Clearly, the opportunity is massive from a revenue standpoint.</p><h2>Margins will be low</h2><p>While the revenue opportunity for EVs is large, these manufacturing businesses also have low margins. For example, let&#39;s look at <b>Toyota </b>(NYSE:TM), the largest automaker in the world, with an estimated 8.5% market share in 2019. Over the last 12 months, the company has brought in $281 billion in revenue. On that revenue, only $31 billion turned into operating income, or an 11% operating margin.</p><p>Tesla, the biggest pure-play EV maker, is seeing just shy of 10% operating margins on $47 billion in revenue. Given the reduction in manufacturing complications of a battery pack versus an internal combustion engine, EV makers may achieve better operating margins than 11% at scale. But they still require bending metal to succeed, so the likelihood they will be much higher than 11% on average over the long term seems unlikely.</p><p>What&#39;s more, automotive businesses require tons of capital expenditures relative to their sales just to stay afloat. For example, Toyota spent almost $35 billion on capital investments over the last 12 months. Given its profit margins, that makes it very difficult for the company to return excess cash to shareholders -- which is the <i>only</i> driver of shareholder value in the long run. This is why Toyota&#39;s stock historically trades at a price-to-earnings (P/E) ratio at or around 10. And EV stocks will have a similar fate due to this capital intensity.</p><h2>Expectations are too high</h2><p>Let&#39;s move back to our revenue example. If annual EV sales reach $1.25 trillion and we assign a generous 15% operating margin across the industry, there will be $180 billion in annual operating income once EV sales hit 50 million a year. Remember, sales are currently at only 6.4 million, including plug-in hybrids, so this is a long way off. On that $180 billion in operating income, if you give it a 21% corporate tax rate, that is $142.2 billion in annual net income across the industry.</p><p>Put an average P/E of 10 (remember, this is typical for automotive companies because of the capital intensity) on the stocks, and you have $1.42 trillion in combined market value once EVs reach maturity. Looking at the five pure-play EV stocks right now, which are Tesla, Rivian, <b>Lucid Motors </b>(NASDAQ:LCID), <b>Nio </b>(NYSE:NIO), and <b>Xpeng </b>(NYSE:XPEV), their combined market caps are <i>currently</i> $1.34 trillion, or pretty darn close to what the whole industry will be worth at maturity with optimistic margin and growth assumptions.</p><p>And this doesn&#39;t include the legacy automakers like Toyota, <b>Ford Motor Company</b>, <b>GM</b>, and <b>Volkswagen</b>, which are all making major investments into EVs. Assuming none of these legacy manufacturers will at least capture some of the $1.42 trillion market value is naive, in my opinion.</p><p>Given all these numbers, it is clear that the electric vehicle market is overhyped. If you are invested in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these companies, or even a legacy automaker, you need to be confident in that specific company&#39;s ability to win market share and beat all these competitors. If that doesn&#39;t happen, it is likely your investment will go very poorly over the next decade.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Are Electric Vehicle Stocks Overhyped?</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\">\nAre Electric Vehicle Stocks Overhyped?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4509":"腾讯概念","BK4525":"远程办公概念","LCID":"Lucid Group Inc","CSCO":"思科","BK4527":"明星科技股","BK4020":"通信设备","BK4526":"热门中概股","BK4550":"红杉资本持仓","NIO":"蔚来","BK4551":"寇图资本持仓","TM":"丰田汽车","BK4505":"高瓴资本持仓","BK4560":"网络安全概念","XPEV":"小鹏汽车","BK4504":"桥水持仓","BK4515":"5G概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","RIVN":"Rivian Automotive, Inc.","BK4532":"文艺复兴科技持仓","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203126977","content_text":"The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was valued under $100 billion less than three years ago, many investors are bullish on the opportunity in electric vehicles.And why wouldn't they be? The industry is growing quickly, up 26% year over year from 2020, and is going after a gigantic market opportunity in the worldwide car market. But just because these stocks are in a large, growing industry doesn't mean they will be great investments over the next decade. Just ask Cisco Systems investors who bought stock in 1999 and 2000.Are electric vehicle stocks overhyped? Yes. Let me explain why.Image source: Getty Images.Growth is strong, and the market opportunity is massiveTo start out, let's give some context around the global opportunity in electric vehicles and the overall automotive industry. In 2021, it is estimated that 6.4 million electric vehicles (EVs) were sold around the world, of which 4 million of these were all-electric and 2.4 million plug-in hybrids. That total number is up 26% from 2020.In 2022, analysts are actually expecting this growth to accelerate due to the number of models being available in the U.S. jumping from 62 to 100. If that is the case, global annual sales for electric vehicles should hit 10 million in the near future. For reference, 66 million total cars are estimated to have been sold around the world in 2021.Those are all high-level numbers, but what about the financial opportunity? Assuming an average selling price of $25,000, 10 million EV sales would equate to $250 billion in annual sales. At 50 million EVs, which assumes they take over the majority of the auto market, that equates to $1.25 trillion in sales. Clearly, the opportunity is massive from a revenue standpoint.Margins will be lowWhile the revenue opportunity for EVs is large, these manufacturing businesses also have low margins. For example, let's look at Toyota (NYSE:TM), the largest automaker in the world, with an estimated 8.5% market share in 2019. Over the last 12 months, the company has brought in $281 billion in revenue. On that revenue, only $31 billion turned into operating income, or an 11% operating margin.Tesla, the biggest pure-play EV maker, is seeing just shy of 10% operating margins on $47 billion in revenue. Given the reduction in manufacturing complications of a battery pack versus an internal combustion engine, EV makers may achieve better operating margins than 11% at scale. But they still require bending metal to succeed, so the likelihood they will be much higher than 11% on average over the long term seems unlikely.What's more, automotive businesses require tons of capital expenditures relative to their sales just to stay afloat. For example, Toyota spent almost $35 billion on capital investments over the last 12 months. Given its profit margins, that makes it very difficult for the company to return excess cash to shareholders -- which is the only driver of shareholder value in the long run. This is why Toyota's stock historically trades at a price-to-earnings (P/E) ratio at or around 10. And EV stocks will have a similar fate due to this capital intensity.Expectations are too highLet's move back to our revenue example. If annual EV sales reach $1.25 trillion and we assign a generous 15% operating margin across the industry, there will be $180 billion in annual operating income once EV sales hit 50 million a year. Remember, sales are currently at only 6.4 million, including plug-in hybrids, so this is a long way off. On that $180 billion in operating income, if you give it a 21% corporate tax rate, that is $142.2 billion in annual net income across the industry.Put an average P/E of 10 (remember, this is typical for automotive companies because of the capital intensity) on the stocks, and you have $1.42 trillion in combined market value once EVs reach maturity. Looking at the five pure-play EV stocks right now, which are Tesla, Rivian, Lucid Motors (NASDAQ:LCID), Nio (NYSE:NIO), and Xpeng (NYSE:XPEV), their combined market caps are currently $1.34 trillion, or pretty darn close to what the whole industry will be worth at maturity with optimistic margin and growth assumptions.And this doesn't include the legacy automakers like Toyota, Ford Motor Company, GM, and Volkswagen, which are all making major investments into EVs. Assuming none of these legacy manufacturers will at least capture some of the $1.42 trillion market value is naive, in my opinion.Given all these numbers, it is clear that the electric vehicle market is overhyped. If you are invested in one of these companies, or even a legacy automaker, you need to be confident in that specific company's ability to win market share and beat all these competitors. If that doesn't happen, it is likely your investment will go very poorly over the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698783544,"gmtCreate":1640556641949,"gmtModify":1640556642590,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698783544","repostId":"2193178197","repostType":4,"repost":{"id":"2193178197","pubTimestamp":1640485804,"share":"https://www.laohu8.com/m/news/2193178197?lang=&edition=full","pubTime":"2021-12-26 10:30","market":"us","language":"en","title":"3 Bargain Stocks That Cathie Wood Loves","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178197","media":"Motley Fool","summary":"Is now the best time to buy these three Wood picks?","content":"<p>After an astounding 2020, the chief investment officer of ARK Invest and stock picker extraordinaire Cathie Wood has had a rough 2021. The <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> (NYSEMKT:ARKK) is down 38% off its all-time high and down 22% year to date.</p>\n<p>ARK and Wood invest in lots of high-growth tech stocks that have been battered this year, which is what's causing the fund's poor performance. <b>Coinbase Global</b> (NASDAQ:COIN), <b>Shopify</b> (NYSE:SHOP), and <b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b> (NYSE:PATH) are some of Cathie Wood's favorites, and all are between 20% and 50% off their all-time highs. However, the fact that millions of dollars of their stock are sitting in Wood's ETFs should be indicative of their long-term potential. These companies are trading at bargain prices today, so you might want to consider putting them on your watchlist.</p>\n<h2>Coinbase: A way to invest in crypto</h2>\n<p>Coinbase is ARK Invest's third-largest holding, clocking in at a market value of $1.25 billion. Shares of the world's largest cryptocurrency exchange have sunk like a stone recently, falling 32% off its all-time highs. However, this isn't fully indicative of business performance.</p>\n<p>With over $255 billion in assets across 100 different countries and 72 million users, Coinbase has become a cornerstone of the crypto economy as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the leading, most trusted cryptocurrency exchanges. The company takes a cut of every purchase of crypto on the platform, so the rise in popularity of cryptocurrency has resulted in impressive revenue success. The company's revenue increased by over 330% year over year in Q3. With this, the company has also achieved impressive profitability: Coinbase brought almost one-third of its revenue to the bottom line.</p>\n<p>While its reliance on cryptocurrencies like <b>Bitcoin</b> (CRYPTO:BTC) has led to amazing growth recently, it's really a double-edged sword. The company makes money only on purchases of crypto, so in large-scale crypto sell-offs, the company is left stranded. This leaves Coinbase largely vulnerable to the winds of the crypto markets.</p>\n<p>With the recent sell-off of crypto and Bitcoin, Coinbase has followed suit -- falling to a valuation of just 22 times earnings. Whether this is justified or not, Coinbase will likely mimic the crypto market, and its success largely depends on the widespread adoption of crypto. Therefore, if you think that cryptocurrencies will skyrocket over the next decade, Coinbase could be a smart investment.</p>\n<h2>UiPath: An AI pureplay</h2>\n<p>While not as large as Coinbase, ARK ETFs hold over $1 billion of UiPath stock -- making it the sixth-largest holding across all of Wood's funds. UiPath is disrupting the way companies operate and handle tedious, repetitive tasks by normalizing the use of artificial intelligence and bots. The company has the vision to deliver a fully automated enterprise so that workers can optimize their efficiency, and the way the company is doing this has attracted companies like <b>AutoDesk</b> (NASDAQ:ADSK)&nbsp;and NASA.</p>\n<p>While UiPath's product sounds like a pie-in-the-sky dream, the company is more than real. It has over 9,600 customers and $818 million in annual recurring revenue (ARR). With such dominance, UiPath has been named a market leader in the robotic process automation (RPA) market in <b>Gartner</b>'s Magic Quadrant. As the leader, it has gained the trust and confidence of companies that might be wary of bringing automation and robots into the workplace.</p>\n<p>UiPath has lots of potential to grow. The company sees a $30 billion addressable opportunity by 2024, which would be immense growth from its current $818 million in ARR. UiPath might get some pushback along the way from those wary of integrating robots into the workplace, but its robots can provide efficiency improvements. The company has saved its customers millions of hours and dollars without putting workers' jobs on the line. UiPath is meant to work alongside human employees, and it has been successful in doing so.</p>\n<p>Shares have fallen drastically since it came public earlier this year, and that has provided a valuation that an appealing valuation public at 60 times sales, but it now trades at 22 times sales. Cathie Wood has taken the opportunity to buy more shares this December, and you might want to consider doing the same.</p>\n<h2>Shopify: The rising e-commerce pick</h2>\n<p>Shopify is farther down at the 11th-largest ARK position, but still represents $950 million worth of shares -- and for good reason. The company has doubled its gross merchandise volume (GMV) over the past 16 months, reaching $400 billion in cumulative GMV on its merchants' platforms in Q3. This has been because of the company's relentless focus on its customers' growth and success. This is unrivaled by competitors like <b>Amazon</b> (NASDAQ:AMZN), which have often stifled SMBs by noticing their success and then offering and promoting a self-developed product that competes with them directly.</p>\n<p>The company recently announced a new feature that would make international sales easier for merchants. Shopify Markets would allow companies to streamline global expansion -- something many Shopify users might never have thought possible. The company also has plans to roll out additional features over the next few years, with one of my personal favorites being Shopify Fulfillment. With this, users could access the fulfillment network that Shopify is building out and let the company pack and ship orders for them.</p>\n<p>This focus on customer success is truly unique, which is why the company demands a very high premium. The company trades at roughly 40 times sales, which is the highest valuation out of these three stocks. However, I also believe that Shopify is the highest-quality stock on this list. While all three of these stocks are appealing, Shopify has proven itself the most, and the company's expansion efforts beyond SMB look very promising. While there is more risk that share prices could continue dropping, I think it is worth paying up for high-quality companies, and Shopify fits that bill. Given the number of shares that Cathie Wood owns, I think she is in agreement.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Bargain Stocks That Cathie Wood Loves</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Bargain Stocks That Cathie Wood Loves\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/3-bargain-stocks-that-cathie-wood-loves/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After an astounding 2020, the chief investment officer of ARK Invest and stock picker extraordinaire Cathie Wood has had a rough 2021. The ARK Innovation ETF (NYSEMKT:ARKK) is down 38% off its all-...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/3-bargain-stocks-that-cathie-wood-loves/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","PATH":"UiPath","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/12/24/3-bargain-stocks-that-cathie-wood-loves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178197","content_text":"After an astounding 2020, the chief investment officer of ARK Invest and stock picker extraordinaire Cathie Wood has had a rough 2021. The ARK Innovation ETF (NYSEMKT:ARKK) is down 38% off its all-time high and down 22% year to date.\nARK and Wood invest in lots of high-growth tech stocks that have been battered this year, which is what's causing the fund's poor performance. Coinbase Global (NASDAQ:COIN), Shopify (NYSE:SHOP), and UiPath (NYSE:PATH) are some of Cathie Wood's favorites, and all are between 20% and 50% off their all-time highs. However, the fact that millions of dollars of their stock are sitting in Wood's ETFs should be indicative of their long-term potential. These companies are trading at bargain prices today, so you might want to consider putting them on your watchlist.\nCoinbase: A way to invest in crypto\nCoinbase is ARK Invest's third-largest holding, clocking in at a market value of $1.25 billion. Shares of the world's largest cryptocurrency exchange have sunk like a stone recently, falling 32% off its all-time highs. However, this isn't fully indicative of business performance.\nWith over $255 billion in assets across 100 different countries and 72 million users, Coinbase has become a cornerstone of the crypto economy as one of the leading, most trusted cryptocurrency exchanges. The company takes a cut of every purchase of crypto on the platform, so the rise in popularity of cryptocurrency has resulted in impressive revenue success. The company's revenue increased by over 330% year over year in Q3. With this, the company has also achieved impressive profitability: Coinbase brought almost one-third of its revenue to the bottom line.\nWhile its reliance on cryptocurrencies like Bitcoin (CRYPTO:BTC) has led to amazing growth recently, it's really a double-edged sword. The company makes money only on purchases of crypto, so in large-scale crypto sell-offs, the company is left stranded. This leaves Coinbase largely vulnerable to the winds of the crypto markets.\nWith the recent sell-off of crypto and Bitcoin, Coinbase has followed suit -- falling to a valuation of just 22 times earnings. Whether this is justified or not, Coinbase will likely mimic the crypto market, and its success largely depends on the widespread adoption of crypto. Therefore, if you think that cryptocurrencies will skyrocket over the next decade, Coinbase could be a smart investment.\nUiPath: An AI pureplay\nWhile not as large as Coinbase, ARK ETFs hold over $1 billion of UiPath stock -- making it the sixth-largest holding across all of Wood's funds. UiPath is disrupting the way companies operate and handle tedious, repetitive tasks by normalizing the use of artificial intelligence and bots. The company has the vision to deliver a fully automated enterprise so that workers can optimize their efficiency, and the way the company is doing this has attracted companies like AutoDesk (NASDAQ:ADSK) and NASA.\nWhile UiPath's product sounds like a pie-in-the-sky dream, the company is more than real. It has over 9,600 customers and $818 million in annual recurring revenue (ARR). With such dominance, UiPath has been named a market leader in the robotic process automation (RPA) market in Gartner's Magic Quadrant. As the leader, it has gained the trust and confidence of companies that might be wary of bringing automation and robots into the workplace.\nUiPath has lots of potential to grow. The company sees a $30 billion addressable opportunity by 2024, which would be immense growth from its current $818 million in ARR. UiPath might get some pushback along the way from those wary of integrating robots into the workplace, but its robots can provide efficiency improvements. The company has saved its customers millions of hours and dollars without putting workers' jobs on the line. UiPath is meant to work alongside human employees, and it has been successful in doing so.\nShares have fallen drastically since it came public earlier this year, and that has provided a valuation that an appealing valuation public at 60 times sales, but it now trades at 22 times sales. Cathie Wood has taken the opportunity to buy more shares this December, and you might want to consider doing the same.\nShopify: The rising e-commerce pick\nShopify is farther down at the 11th-largest ARK position, but still represents $950 million worth of shares -- and for good reason. The company has doubled its gross merchandise volume (GMV) over the past 16 months, reaching $400 billion in cumulative GMV on its merchants' platforms in Q3. This has been because of the company's relentless focus on its customers' growth and success. This is unrivaled by competitors like Amazon (NASDAQ:AMZN), which have often stifled SMBs by noticing their success and then offering and promoting a self-developed product that competes with them directly.\nThe company recently announced a new feature that would make international sales easier for merchants. Shopify Markets would allow companies to streamline global expansion -- something many Shopify users might never have thought possible. The company also has plans to roll out additional features over the next few years, with one of my personal favorites being Shopify Fulfillment. With this, users could access the fulfillment network that Shopify is building out and let the company pack and ship orders for them.\nThis focus on customer success is truly unique, which is why the company demands a very high premium. The company trades at roughly 40 times sales, which is the highest valuation out of these three stocks. However, I also believe that Shopify is the highest-quality stock on this list. While all three of these stocks are appealing, Shopify has proven itself the most, and the company's expansion efforts beyond SMB look very promising. While there is more risk that share prices could continue dropping, I think it is worth paying up for high-quality companies, and Shopify fits that bill. Given the number of shares that Cathie Wood owns, I think she is in agreement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845616464,"gmtCreate":1636334283277,"gmtModify":1636334284162,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TWST\">$Twist Bioscience Corp(TWST)$</a>&nbsp;hust&nbsp;","listText":"<a href=\"https://laohu8.com/S/TWST\">$Twist Bioscience Corp(TWST)$</a>&nbsp;hust&nbsp;","text":"$Twist Bioscience Corp(TWST)$ hust","images":[{"img":"https://static.tigerbbs.com/04ddf8bcd90a3423c364b9be257ee0b9","width":"720","height":"2370"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/845616464","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842449177,"gmtCreate":1636238123421,"gmtModify":1636238124312,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TWST\">$Twist Bioscience Corp(TWST)$</a>huat","listText":"<a href=\"https://laohu8.com/S/TWST\">$Twist Bioscience Corp(TWST)$</a>huat","text":"$Twist Bioscience Corp(TWST)$huat","images":[{"img":"https://static.tigerbbs.com/04ddf8bcd90a3423c364b9be257ee0b9","width":"720","height":"2370"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/842449177","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854841454,"gmtCreate":1635435745163,"gmtModify":1635435840971,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>huat","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>huat","text":"$Tesla Motors(TSLA)$huat","images":[{"img":"https://static.tigerbbs.com/04e971ca2eaaf771d01343d7cb3b4df0","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/854841454","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":829395031,"gmtCreate":1633472629764,"gmtModify":1633472630513,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVTA\">$Invitae(NVTA)$</a>whyy","listText":"<a href=\"https://laohu8.com/S/NVTA\">$Invitae(NVTA)$</a>whyy","text":"$Invitae(NVTA)$whyy","images":[{"img":"https://static.tigerbbs.com/129924bdb9cbe022613a9dd14ad503ad","width":"720","height":"2370"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829395031","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":866269386,"gmtCreate":1632785464445,"gmtModify":1632797599082,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>HUAT","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>HUAT","text":"$Tesla Motors(TSLA)$HUAT","images":[{"img":"https://static.tigerbbs.com/9abc80ace46e05fec6316230aff3455c","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866269386","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":691072457,"gmtCreate":1640104087140,"gmtModify":1640104087709,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691072457","repostId":"1131687838","repostType":4,"repost":{"id":"1131687838","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1640100532,"share":"https://www.laohu8.com/m/news/1131687838?lang=&edition=full","pubTime":"2021-12-21 23:28","market":"us","language":"en","title":"Microsoft's $16 billion Nuance bid gets EU antitrust approval","url":"https://stock-news.laohu8.com/highlight/detail?id=1131687838","media":"Reuters","summary":"BRUSSELS, Dec 21 (Reuters) - The European Commission on Tuesday granted Microsoft(MSFT.O)uncondition","content":"<p>BRUSSELS, Dec 21 (Reuters) - The European Commission on Tuesday granted Microsoft(MSFT.O)unconditional antitrust approval for its $16 billion bid for artificial intelligence and speech technology company Nuance Communications(NUAN.O).</p>\n<p>The deal is Microsoft's second biggest after its $26.2 billion LinkedIn purchase in 2016, and would boost its presence in cloud services for healthcare.</p>\n<p>It has already regulatory approval in the United States and Australia, and Reuters reported earlier this month it was set to receive EU approval.</p>\n<p>The Commission said its investigation into the deal had concluded that it would not significantly reduce competition in markets for transcription software, cloud services, enterprise communication services, PC operating systems and other products.</p>\n<p>\"The proposed transaction would raise no competition concerns on any of the markets examined in the European Economic Area,\" the Commission said.</p>\n<p>U.S.-based Nuance serves 77% of U.S. hospitals and helped launch Apple's(AAPL.O)Siri virtual assistant.</p>\n<p>The Commission said it had examined issues including the overlap between Microsoft and Nuance's transcription software activities, and found that they offered \"very different products\" that, when combined, would continue to face strong competition from other players.</p>\n<p>Tech companies have ramped up acquisitions of AI-focused firms as more integrate this technology into their products and services.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft's $16 billion Nuance bid gets EU antitrust approval</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\">\nMicrosoft's $16 billion Nuance bid gets EU antitrust approval\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-21 23:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BRUSSELS, Dec 21 (Reuters) - The European Commission on Tuesday granted Microsoft(MSFT.O)unconditional antitrust approval for its $16 billion bid for artificial intelligence and speech technology company Nuance Communications(NUAN.O).</p>\n<p>The deal is Microsoft's second biggest after its $26.2 billion LinkedIn purchase in 2016, and would boost its presence in cloud services for healthcare.</p>\n<p>It has already regulatory approval in the United States and Australia, and Reuters reported earlier this month it was set to receive EU approval.</p>\n<p>The Commission said its investigation into the deal had concluded that it would not significantly reduce competition in markets for transcription software, cloud services, enterprise communication services, PC operating systems and other products.</p>\n<p>\"The proposed transaction would raise no competition concerns on any of the markets examined in the European Economic Area,\" the Commission said.</p>\n<p>U.S.-based Nuance serves 77% of U.S. hospitals and helped launch Apple's(AAPL.O)Siri virtual assistant.</p>\n<p>The Commission said it had examined issues including the overlap between Microsoft and Nuance's transcription software activities, and found that they offered \"very different products\" that, when combined, would continue to face strong competition from other players.</p>\n<p>Tech companies have ramped up acquisitions of AI-focused firms as more integrate this technology into their products and services.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131687838","content_text":"BRUSSELS, Dec 21 (Reuters) - The European Commission on Tuesday granted Microsoft(MSFT.O)unconditional antitrust approval for its $16 billion bid for artificial intelligence and speech technology company Nuance Communications(NUAN.O).\nThe deal is Microsoft's second biggest after its $26.2 billion LinkedIn purchase in 2016, and would boost its presence in cloud services for healthcare.\nIt has already regulatory approval in the United States and Australia, and Reuters reported earlier this month it was set to receive EU approval.\nThe Commission said its investigation into the deal had concluded that it would not significantly reduce competition in markets for transcription software, cloud services, enterprise communication services, PC operating systems and other products.\n\"The proposed transaction would raise no competition concerns on any of the markets examined in the European Economic Area,\" the Commission said.\nU.S.-based Nuance serves 77% of U.S. hospitals and helped launch Apple's(AAPL.O)Siri virtual assistant.\nThe Commission said it had examined issues including the overlap between Microsoft and Nuance's transcription software activities, and found that they offered \"very different products\" that, when combined, would continue to face strong competition from other players.\nTech companies have ramped up acquisitions of AI-focused firms as more integrate this technology into their products and services.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843973562,"gmtCreate":1635805831809,"gmtModify":1635805833675,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRSP\">$CRSP 20211119 95.0 PUT(CRSP)$</a>sad","listText":"<a href=\"https://laohu8.com/S/CRSP\">$CRSP 20211119 95.0 PUT(CRSP)$</a>sad","text":"$CRSP 20211119 95.0 PUT(CRSP)$sad","images":[{"img":"https://static.tigerbbs.com/aa4345198d7be4a57e6954b2b8c151f0","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843973562","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":697049374,"gmtCreate":1642175229116,"gmtModify":1642175229696,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"bad","listText":"bad","text":"bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697049374","repostId":"1119435888","repostType":4,"repost":{"id":"1119435888","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":1641877579,"share":"https://www.laohu8.com/m/news/1119435888?lang=&edition=full","pubTime":"2022-01-11 13:06","market":"fut","language":"zh","title":"提醒：1月17日马丁·路德·金纪念日，美股休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1119435888","media":"老虎资讯综合","summary":"2022年1月17日（下周一），因马丁·路德·金纪念日，美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金（Martin Luther King, Jr，192","content":"<html><head></head><body><p>2022年1月17日（下周一），因马丁·路德·金纪念日，美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金（Martin Luther King, Jr，1929年1月15日—1968年4月4日），非裔美国人，美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一，是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一，另外两个是“哥伦布日”，和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日，所有地区的牧师都会进行特殊布道，提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></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>提醒：1月17日马丁·路德·金纪念日，美股休市一天</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提醒：1月17日马丁·路德·金纪念日，美股休市一天\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\">2022-01-11 13:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2022年1月17日（下周一），因马丁·路德·金纪念日，美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金（Martin Luther King, Jr，1929年1月15日—1968年4月4日），非裔美国人，美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一，是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一，另外两个是“哥伦布日”，和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日，所有地区的牧师都会进行特殊布道，提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119435888","content_text":"2022年1月17日（下周一），因马丁·路德·金纪念日，美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金（Martin Luther King, Jr，1929年1月15日—1968年4月4日），非裔美国人，美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一，是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一，另外两个是“哥伦布日”，和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日，所有地区的牧师都会进行特殊布道，提醒每个人缅怀马丁·路德·金追求和平的一生。","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699882737,"gmtCreate":1639780797162,"gmtModify":1639780797744,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699882737","repostId":"2192597562","repostType":4,"repost":{"id":"2192597562","pubTimestamp":1639752981,"share":"https://www.laohu8.com/m/news/2192597562?lang=&edition=full","pubTime":"2021-12-17 22:56","market":"us","language":"en","title":"Top 10 Metaverse Stocks in META, the World's First Metaverse ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=2192597562","media":"Motley Fool","summary":"The Roundhill Ball Metaverse ETF's five largest holdings are Nvidia, Roblox, Microsoft, Meta Platforms, and Unity Software.","content":"<p>Investors are abuzz about the metaverse. This term catapulted into the mainstream in late October when the social media giant formerly known as Facebook announced it was changing its corporate name to <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (NASDAQ:FB) to reflect its focus on the metaverse.</p>\n<p>The metaverse, which is essentially a melding of the physical and virtual worlds, is widely viewed as the next evolution of the internet. Market size projections for the metaverse vary widely, so suffice it to say this space is poised to be massive.</p>\n<p>Let's take a look at the <b><a href=\"https://laohu8.com/S/META\">Roundhill Ball Metaverse ETF</a> </b>(NYSEMKT:META), the world's first metaverse exchange-traded fund (ETF). You might decide that one or more of this ETF's holdings are worth further exploration or that you want to buy the ETF itself.</p>\n<h2>Roundhill Ball Metaverse ETF: Performance and the basics</h2>\n<p>This ETF only began trading on June 30, 2021, so it's too soon to make any judgments about its performance. That said, since its inception, it's down 2.1% through Dec. 16. This performance lags that of the broader market, as the <b>S&amp;P 500 </b>index has returned 9.5% and the tech-heavy <b>Nasdaq Composite</b> has gained 4.7% over this period.</p>\n<p>The Roundhill Ball Metaverse ETF is an index fund that's designed to track the performance of the Ball Metaverse Index, which consists of a portfolio of worldwide companies involved in the metaverse. It had 40 holdings as of Dec. 16. The fund is rebalanced quarterly and has an expense ratio of 0.75%, which is moderately reasonable.</p>\n<p>This ETF is far from a pure play on the metaverse, as its holdings are mostly huge companies that are involved in multiple businesses.</p>\n<h2>Roundhill Ball Metaverse ETF: Top 10 stock holdings</h2>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Holding No.&nbsp;</b></p></th>\n   <th><p><b>&nbsp;Company</b></p></th>\n   <th><p><b>Market Cap&nbsp;</b></p></th>\n   <th><p>Wall Street's Projected Annualized EPS Growth Over Next 5 Years</p></th>\n   <th><p><b>Weight (% of Portfolio)</b></p></th>\n   <th><p><b>YTD 2021 Return&nbsp;</b></p></th>\n  </tr>\n </thead>\n <thead></thead>\n <tbody>\n  <tr>\n   <td width=\"101\"><p>1</p></td>\n   <td width=\"198\"><p><b>Nvidia </b>(NASDAQ:NVDA)</p></td>\n   <td width=\"108\"><p>$710 billion</p></td>\n   <td>39.4%</td>\n   <td width=\"102\"><p>10.6%</p></td>\n   <td width=\"108\"><p>118%</p></td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>2</p></td>\n   <td width=\"198\"><p><b>Roblox </b>(NYSE:RBLX)</p></td>\n   <td width=\"108\"><p>$55 billion</p></td>\n   <td>N/A</td>\n   <td width=\"102\"><p>8.6%</p></td>\n   <td width=\"108\"><p>N/A*</p></td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>3</p></td>\n   <td width=\"198\"><p><b>Microsoft </b>(NASDAQ:MSFT)</p></td>\n   <td width=\"108\"><p>$2.4 trillion</p></td>\n   <td>16.5%</td>\n   <td width=\"102\">7.7%</td>\n   <td width=\"108\">47.3%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>4</p></td>\n   <td width=\"198\"><p><b>Meta Platforms</b></p></td>\n   <td width=\"108\"><p>$932 billion</p></td>\n   <td>21.4%</td>\n   <td width=\"102\">6.6%</td>\n   <td width=\"108\">22.6%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>5</p></td>\n   <td width=\"198\"><p><b>Unity Software </b>(NYSE:U)</p></td>\n   <td width=\"108\"><p>$38 billion</p></td>\n   <td>N/A</td>\n   <td width=\"102\">4.9%</td>\n   <td width=\"108\">(13%)</td>\n  </tr>\n  <tr>\n   <td><p>6</p></td>\n   <td><p><b>Apple</b></p></td>\n   <td>$2.8 trillion</td>\n   <td>15.7%</td>\n   <td>4.2%</td>\n   <td>30.6%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>7</p></td>\n   <td width=\"198\"><p><b>Amazon.com</b></p></td>\n   <td width=\"108\"><p>$1.7 trillion</p></td>\n   <td>36%</td>\n   <td width=\"102\">4.2%</td>\n   <td width=\"108\">3.7%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>8</p></td>\n   <td width=\"198\"><p><b>Autodesk</b></p></td>\n   <td width=\"108\"><p>$59 billion</p></td>\n   <td>28.8%</td>\n   <td width=\"102\">4.1%</td>\n   <td width=\"108\">(11.7%)</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>9</p></td>\n   <td width=\"198\"><p><b>Qualcomm</b></p></td>\n   <td width=\"108\"><p>$200 billion</p></td>\n   <td>25.6%</td>\n   <td width=\"102\">3.9%</td>\n   <td width=\"108\">19.1%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>10</p></td>\n   <td width=\"198\"><p><b>Tencent Holdings</b></p></td>\n   <td width=\"108\"><p>$545 billion</p></td>\n   <td>3.7%</td>\n   <td width=\"102\"><p>3.9%</p></td>\n   <td width=\"108\">(20.8%)</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>Total Top 10</p></td>\n   <td width=\"198\"><p>N/A</p></td>\n   <td width=\"108\"><p>N/A</p></td>\n   <td>N/A</td>\n   <td width=\"102\"><p>58.7%</p></td>\n   <td width=\"108\"><p>N/A</p></td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>N/A</p></td>\n   <td width=\"198\"><p><b>S&amp;P 500</b> / <b>Nasdaq Composite Indexes</b></p></td>\n   <td width=\"108\"><p>N/A</p></td>\n   <td>N/A</td>\n   <td width=\"102\"><p>N/A</p></td>\n   <td width=\"108\">26% / 17.8%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data sources: Roundhill Ball Metaverse ETF, Yahoo! Finance, and YCharts. EPS = earnings per share. YTD = year to date. *Roblox went public via a direct listing on March 10, 2021; its stock is up 47.6% from the opening price on the first trading day. Data to Dec. 16, 2021.</p>\n<p>Below is a brief look at how the top five companies in this ETF are involved in the metaverse.</p>\n<p>Nvidia is a \"pick-and-shovel\" play on the metaverse. That is, the computer gaming and tech giant provides the tools other companies need to create their own metaverses. Most notable among these tools is its recently launched Omniverse platform. The \"Omniverse brings together Nvidia's expertise in AI [artificial intelligence], simulation, graphics, and computing infrastructure,\" CEO Jensen Huang said last month in the company's release of its stellar fiscal third-quarter results.</p>\n<p>Roblox (No. 2) and Unity Software (No. 5) are gaming engines that can be used to create virtual worlds. They're both relatively new to the public markets: Roblox went public in March 2021 via a direct listing on the New York Stock Exchange and Unity held its initial public offering (IPO) in September 2020. Both companies are rapidly growing revenue, but neither is profitable from an accounting standpoint.</p>\n<p>Microsoft has been building Mesh, its mixed-reality platform that will power Microsoft Teams and other applications. Users will be able to access Mesh on the company's enterprise-focused augmented-reality headset HoloLens 2, as well as virtual reality (VR) headsets, mobile phones, tablets, or PCs using any Mesh-enabled app.</p>\n<p>Last week, Meta Platforms took its first leap into the metaverse via its public launch of Horizon Worlds to adults in the U.S. and Canada. Horizon Worlds is a free social VR platform in which users equipped with the company's Oculus Quest 2 VR headsets can interact.</p>\n<h2>A solid way to invest in the metaverse</h2>\n<p>The Roundhill Ball Metaverse ETF looks like a solid way for investors to get exposure to the metaverse. The drawback of ETFs is the same as their advantage: diversification. Indeed, investors willing to do some work and select individual stocks should have a decent shot at outperforming this fund.</p>\n<p>If you're looking for a larger company that's profitable, it's probably hard to go wrong with Nvidia, Microsoft, Amazon, or Apple. Meta Platforms (the former Facebook) isn't as good a bet. It has higher regulatory risk than the other big U.S.-based tech companies, in my view. Moreover, it has nearly all its (revenue) eggs in one basket because it generates almost all of its revenue from digital advertising.</p>\n<p>Risk-averse investors should steer clear of Tencent Holdings because it's headquartered in China. The Chinese government has been cracking down on tech companies, making their regulatory risk high.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Metaverse Stocks in META, the World's First Metaverse ETF</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\">\nTop 10 Metaverse Stocks in META, the World's First Metaverse ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 22:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/17/invest-in-metaverse-stocks-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are abuzz about the metaverse. This term catapulted into the mainstream in late October when the social media giant formerly known as Facebook announced it was changing its corporate name to...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/invest-in-metaverse-stocks-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4529":"IDC概念","BK4565":"NFT概念","BK4528":"SaaS概念","BK4023":"应用软件","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","VR":"GLOBAL X METAVERSE ETF","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4508":"社交媒体","BK4538":"云计算","IPO":"Renaissance IPO ETF","BK4543":"AI","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","RBLX":"Roblox Corporation","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","BK4097":"系统软件","NVDA":"英伟达","U":"Unity Software Inc.","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","BK4549":"软银资本持仓","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/12/17/invest-in-metaverse-stocks-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192597562","content_text":"Investors are abuzz about the metaverse. This term catapulted into the mainstream in late October when the social media giant formerly known as Facebook announced it was changing its corporate name to Meta Platforms (NASDAQ:FB) to reflect its focus on the metaverse.\nThe metaverse, which is essentially a melding of the physical and virtual worlds, is widely viewed as the next evolution of the internet. Market size projections for the metaverse vary widely, so suffice it to say this space is poised to be massive.\nLet's take a look at the Roundhill Ball Metaverse ETF (NYSEMKT:META), the world's first metaverse exchange-traded fund (ETF). You might decide that one or more of this ETF's holdings are worth further exploration or that you want to buy the ETF itself.\nRoundhill Ball Metaverse ETF: Performance and the basics\nThis ETF only began trading on June 30, 2021, so it's too soon to make any judgments about its performance. That said, since its inception, it's down 2.1% through Dec. 16. This performance lags that of the broader market, as the S&P 500 index has returned 9.5% and the tech-heavy Nasdaq Composite has gained 4.7% over this period.\nThe Roundhill Ball Metaverse ETF is an index fund that's designed to track the performance of the Ball Metaverse Index, which consists of a portfolio of worldwide companies involved in the metaverse. It had 40 holdings as of Dec. 16. The fund is rebalanced quarterly and has an expense ratio of 0.75%, which is moderately reasonable.\nThis ETF is far from a pure play on the metaverse, as its holdings are mostly huge companies that are involved in multiple businesses.\nRoundhill Ball Metaverse ETF: Top 10 stock holdings\n\n\n\nHolding No. \n Company\nMarket Cap \nWall Street's Projected Annualized EPS Growth Over Next 5 Years\nWeight (% of Portfolio)\nYTD 2021 Return \n\n\n\n\n\n1\nNvidia (NASDAQ:NVDA)\n$710 billion\n39.4%\n10.6%\n118%\n\n\n2\nRoblox (NYSE:RBLX)\n$55 billion\nN/A\n8.6%\nN/A*\n\n\n3\nMicrosoft (NASDAQ:MSFT)\n$2.4 trillion\n16.5%\n7.7%\n47.3%\n\n\n4\nMeta Platforms\n$932 billion\n21.4%\n6.6%\n22.6%\n\n\n5\nUnity Software (NYSE:U)\n$38 billion\nN/A\n4.9%\n(13%)\n\n\n6\nApple\n$2.8 trillion\n15.7%\n4.2%\n30.6%\n\n\n7\nAmazon.com\n$1.7 trillion\n36%\n4.2%\n3.7%\n\n\n8\nAutodesk\n$59 billion\n28.8%\n4.1%\n(11.7%)\n\n\n9\nQualcomm\n$200 billion\n25.6%\n3.9%\n19.1%\n\n\n10\nTencent Holdings\n$545 billion\n3.7%\n3.9%\n(20.8%)\n\n\nTotal Top 10\nN/A\nN/A\nN/A\n58.7%\nN/A\n\n\nN/A\nS&P 500 / Nasdaq Composite Indexes\nN/A\nN/A\nN/A\n26% / 17.8%\n\n\n\nData sources: Roundhill Ball Metaverse ETF, Yahoo! Finance, and YCharts. EPS = earnings per share. YTD = year to date. *Roblox went public via a direct listing on March 10, 2021; its stock is up 47.6% from the opening price on the first trading day. Data to Dec. 16, 2021.\nBelow is a brief look at how the top five companies in this ETF are involved in the metaverse.\nNvidia is a \"pick-and-shovel\" play on the metaverse. That is, the computer gaming and tech giant provides the tools other companies need to create their own metaverses. Most notable among these tools is its recently launched Omniverse platform. The \"Omniverse brings together Nvidia's expertise in AI [artificial intelligence], simulation, graphics, and computing infrastructure,\" CEO Jensen Huang said last month in the company's release of its stellar fiscal third-quarter results.\nRoblox (No. 2) and Unity Software (No. 5) are gaming engines that can be used to create virtual worlds. They're both relatively new to the public markets: Roblox went public in March 2021 via a direct listing on the New York Stock Exchange and Unity held its initial public offering (IPO) in September 2020. Both companies are rapidly growing revenue, but neither is profitable from an accounting standpoint.\nMicrosoft has been building Mesh, its mixed-reality platform that will power Microsoft Teams and other applications. Users will be able to access Mesh on the company's enterprise-focused augmented-reality headset HoloLens 2, as well as virtual reality (VR) headsets, mobile phones, tablets, or PCs using any Mesh-enabled app.\nLast week, Meta Platforms took its first leap into the metaverse via its public launch of Horizon Worlds to adults in the U.S. and Canada. Horizon Worlds is a free social VR platform in which users equipped with the company's Oculus Quest 2 VR headsets can interact.\nA solid way to invest in the metaverse\nThe Roundhill Ball Metaverse ETF looks like a solid way for investors to get exposure to the metaverse. The drawback of ETFs is the same as their advantage: diversification. Indeed, investors willing to do some work and select individual stocks should have a decent shot at outperforming this fund.\nIf you're looking for a larger company that's profitable, it's probably hard to go wrong with Nvidia, Microsoft, Amazon, or Apple. Meta Platforms (the former Facebook) isn't as good a bet. It has higher regulatory risk than the other big U.S.-based tech companies, in my view. Moreover, it has nearly all its (revenue) eggs in one basket because it generates almost all of its revenue from digital advertising.\nRisk-averse investors should steer clear of Tencent Holdings because it's headquartered in China. The Chinese government has been cracking down on tech companies, making their regulatory risk high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699882200,"gmtCreate":1639780753604,"gmtModify":1639780754193,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699882200","repostId":"2192973737","repostType":2,"repost":{"id":"2192973737","pubTimestamp":1639751189,"share":"https://www.laohu8.com/m/news/2192973737?lang=&edition=full","pubTime":"2021-12-17 22:26","market":"us","language":"en","title":"3 No-Brainer Stocks To Buy in a Market Correction","url":"https://stock-news.laohu8.com/highlight/detail?id=2192973737","media":"Motley Fool","summary":"These tech stocks have economic moats and growth catalysts, but they're a bit expensive right now.","content":"<p>The next stock market correction might just be the best thing that ever happens for your stock portfolio. Corrections and crashes are inevitable in the stock market -- it's a matter of when they will happen, not if.</p>\n<p>During the next downturn, your favorite stocks might go on sale. Don't miss the opportunity to buy great stocks at attractive prices for long-term returns. Here are three stocks that are a bit expensive at the moment, but could make great investments when a correction shakes things up.</p>\n<h2>1. Microsoft</h2>\n<p>As a company, <b>Microsoft</b> (NASDAQ:MSFT) is enjoying a renaissance, and its business success has led to the stock being somewhat expensive as a result.</p>\n<p>This 46-year-old company is the second-most-valuable publicly traded company in the world (trading places with No. 1 <b>Apple</b> a couple of times in 2021), and it's still delivering fantastic growth. In its most recent quarterly results, revenue was up 22% year over year. That's extremely rare, and it's only possible with a strong economic moat along with a commitment to entering new growth markets.</p>\n<p>Microsoft has dominated the PC operating system market for decades, and its Office suite also holds nearly 90% market share. Viable competitors and alternatives exist, but Microsoft's traditional products have the brand strength, user familiarity, and overall quality to ensure that the company will be a major player in those lanes for years to come.</p>\n<p>Microsoft used that foundation as a launchpad, repeatedly showing its willingness to wade into the next wave of growth industries. It's an established leader in the gaming market, with Xbox. Azure has nearly 20% of the cloud computing market. Outlook is a popular email client, especially for businesses, and it's built a number of customer relationship management (CRM) tools to extend its email and productivity software. Microsoft has enjoyed real success in the device business with its Surface products. Bing has a 3% global search engine market share. Even though it was eventually scrapped, Microsoft even showed initiative in the early days of the smartphone industry by developing a Windows Phone.</p>\n<p>Microsoft is diversified as a leader in multiple tech categories, and it's shrewdly moved to the front of several high-growth industries. Azure's growth rate is above 50%, and the company's cloud segment produces more than a third of its revenue. Investors can be confident that Microsoft has incredible staying power and that it will continue to invest in new growth opportunities as they arise.</p>\n<p>All that said, its stock is expensive. Microsoft's forward P/E ratio is around 36 now. A lot of strong performance is built into the share price, and any stumbles are likely to cause a drawdown. This is a stock to monitor. If that forward P/E ratio gets below 30 and the enterprise-value-to-EBITDA (earnings before interest, taxes, depreciation, and amortization) ratio gets down around 20, then Microsoft is a must-buy stock.</p>\n<h2>2. Veeva Systems</h2>\n<p><b>Veeva Systems</b> (NYSE:VEEV) is the cloud software leader in the life sciences industry. It has more than 1,000 customers, many of whom are large pharmaceutical and biotech companies. Veeva's products support customers in drug development, data management, regulatory compliance, CRM, sales, and quality assurance.</p>\n<p>By focusing on pharmaceutical and life sciences customers, Veeva is more valuable to customers than competitors whose products are designed for a broader range of industries. It reported 124% net subscription revenue retention last year, meaning that it not only keeps its customers but also expands its relationships with them. That competitive advantage is nearly impossible to topple in the foreseeable future, and its target customers' market is expected to grow 10%-15% annually over the next decade.</p>\n<p>Veeva's annual sales growth rate is above 25%, but its valuation ratios are less attractive. The stock trades at a forward P/E ratio of 65 and price-to-sales ratio approaching 25. Even its strong growth outlook can't stop Veeva's PEG ratio from approaching 3, which is high. I can't wait to buy more of this stock if it gets cheaper.</p>\n<h2>3. <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></h2>\n<p>Cybersecurity stocks were hot this year, and <b>Palo Alto Networks</b> (NASDAQ:PANW) was right at the front of that wave. The stock price is up around 120% since the start of 2020.</p>\n<p>Palo Alto Networks provides a variety of enterprise security software and services. It's a major player in firewall and network security, cloud-native applications, and the up-and-coming secure access service edge (SASE), which is essential for organizations that have employees accessing their corporate software remotely. Hacks, ransomware, data theft, and a host of other issues are more prominent than ever before, and every enterprise is coming to grips with the burden of protecting themselves along with their customers.</p>\n<p>That's driving incredible demand across the entire cybersecurity industry, and Palo Alto is one of the biggest benefactors. The company's sales rose 25% in its last fiscal year, and it followed that up with a 32% expansion in its most recent quarter. Palo Alto Networks isn't profitable on a GAAP basis, but it produces a ton of free cash flow -- equal to more than 30% of its revenue. This company has nearly unstoppable growth catalysts for the next few years, and it has the financial resources to invest in growth and acquisitions to stay competitive.</p>\n<p>Unfortunately, those great returns in recent years have made Palo Alto Networks a tad expensive. It trades at a price-to-sales ratio above 10, and a price-to-free-cash-flow ratio close to 30. Those ratios aren't crazy in today's market, but this becomes a slam dunk if it gets just a bit cheaper.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 No-Brainer Stocks To Buy in a Market Correction</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 No-Brainer Stocks To Buy in a Market Correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 22:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/17/3-no-brainer-stocks-to-buy-in-market-correction/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The next stock market correction might just be the best thing that ever happens for your stock portfolio. Corrections and crashes are inevitable in the stock market -- it's a matter of when they will ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/3-no-brainer-stocks-to-buy-in-market-correction/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","PANW":"Palo Alto Networks","BK4566":"资本集团","BK4525":"远程办公概念","VEEV":"Veeva Systems Inc.","BK4535":"淡马锡持仓","BK4167":"医疗保健技术","BK4538":"云计算","BK4527":"明星科技股","BK4550":"红杉资本持仓","CRM":"赛富时","BK4503":"景林资产持仓","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4560":"网络安全概念","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/12/17/3-no-brainer-stocks-to-buy-in-market-correction/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192973737","content_text":"The next stock market correction might just be the best thing that ever happens for your stock portfolio. Corrections and crashes are inevitable in the stock market -- it's a matter of when they will happen, not if.\nDuring the next downturn, your favorite stocks might go on sale. Don't miss the opportunity to buy great stocks at attractive prices for long-term returns. Here are three stocks that are a bit expensive at the moment, but could make great investments when a correction shakes things up.\n1. Microsoft\nAs a company, Microsoft (NASDAQ:MSFT) is enjoying a renaissance, and its business success has led to the stock being somewhat expensive as a result.\nThis 46-year-old company is the second-most-valuable publicly traded company in the world (trading places with No. 1 Apple a couple of times in 2021), and it's still delivering fantastic growth. In its most recent quarterly results, revenue was up 22% year over year. That's extremely rare, and it's only possible with a strong economic moat along with a commitment to entering new growth markets.\nMicrosoft has dominated the PC operating system market for decades, and its Office suite also holds nearly 90% market share. Viable competitors and alternatives exist, but Microsoft's traditional products have the brand strength, user familiarity, and overall quality to ensure that the company will be a major player in those lanes for years to come.\nMicrosoft used that foundation as a launchpad, repeatedly showing its willingness to wade into the next wave of growth industries. It's an established leader in the gaming market, with Xbox. Azure has nearly 20% of the cloud computing market. Outlook is a popular email client, especially for businesses, and it's built a number of customer relationship management (CRM) tools to extend its email and productivity software. Microsoft has enjoyed real success in the device business with its Surface products. Bing has a 3% global search engine market share. Even though it was eventually scrapped, Microsoft even showed initiative in the early days of the smartphone industry by developing a Windows Phone.\nMicrosoft is diversified as a leader in multiple tech categories, and it's shrewdly moved to the front of several high-growth industries. Azure's growth rate is above 50%, and the company's cloud segment produces more than a third of its revenue. Investors can be confident that Microsoft has incredible staying power and that it will continue to invest in new growth opportunities as they arise.\nAll that said, its stock is expensive. Microsoft's forward P/E ratio is around 36 now. A lot of strong performance is built into the share price, and any stumbles are likely to cause a drawdown. This is a stock to monitor. If that forward P/E ratio gets below 30 and the enterprise-value-to-EBITDA (earnings before interest, taxes, depreciation, and amortization) ratio gets down around 20, then Microsoft is a must-buy stock.\n2. Veeva Systems\nVeeva Systems (NYSE:VEEV) is the cloud software leader in the life sciences industry. It has more than 1,000 customers, many of whom are large pharmaceutical and biotech companies. Veeva's products support customers in drug development, data management, regulatory compliance, CRM, sales, and quality assurance.\nBy focusing on pharmaceutical and life sciences customers, Veeva is more valuable to customers than competitors whose products are designed for a broader range of industries. It reported 124% net subscription revenue retention last year, meaning that it not only keeps its customers but also expands its relationships with them. That competitive advantage is nearly impossible to topple in the foreseeable future, and its target customers' market is expected to grow 10%-15% annually over the next decade.\nVeeva's annual sales growth rate is above 25%, but its valuation ratios are less attractive. The stock trades at a forward P/E ratio of 65 and price-to-sales ratio approaching 25. Even its strong growth outlook can't stop Veeva's PEG ratio from approaching 3, which is high. I can't wait to buy more of this stock if it gets cheaper.\n3. Palo Alto Networks\nCybersecurity stocks were hot this year, and Palo Alto Networks (NASDAQ:PANW) was right at the front of that wave. The stock price is up around 120% since the start of 2020.\nPalo Alto Networks provides a variety of enterprise security software and services. It's a major player in firewall and network security, cloud-native applications, and the up-and-coming secure access service edge (SASE), which is essential for organizations that have employees accessing their corporate software remotely. Hacks, ransomware, data theft, and a host of other issues are more prominent than ever before, and every enterprise is coming to grips with the burden of protecting themselves along with their customers.\nThat's driving incredible demand across the entire cybersecurity industry, and Palo Alto is one of the biggest benefactors. The company's sales rose 25% in its last fiscal year, and it followed that up with a 32% expansion in its most recent quarter. Palo Alto Networks isn't profitable on a GAAP basis, but it produces a ton of free cash flow -- equal to more than 30% of its revenue. This company has nearly unstoppable growth catalysts for the next few years, and it has the financial resources to invest in growth and acquisitions to stay competitive.\nUnfortunately, those great returns in recent years have made Palo Alto Networks a tad expensive. It trades at a price-to-sales ratio above 10, and a price-to-free-cash-flow ratio close to 30. Those ratios aren't crazy in today's market, but this becomes a slam dunk if it gets just a bit cheaper.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870968988,"gmtCreate":1636580656747,"gmtModify":1636580657012,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRM\">$Salesforce.com(CRM)$</a>huat","listText":"<a href=\"https://laohu8.com/S/CRM\">$Salesforce.com(CRM)$</a>huat","text":"$Salesforce.com(CRM)$huat","images":[{"img":"https://static.tigerbbs.com/79cb8cd00bc1e50894bdb4e66ac1a20b","width":"720","height":"2370"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870968988","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":849851266,"gmtCreate":1635744525613,"gmtModify":1635744525832,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>gogo","listText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>gogo","text":"$Pinduoduo Inc.(PDD)$gogo","images":[{"img":"https://static.tigerbbs.com/56daaf78ef266c1f96c4c5b6d5697f1e","width":"720","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849851266","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":856064286,"gmtCreate":1635131247393,"gmtModify":1635131331020,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>huat","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>huat","text":"$Apple(AAPL)$huat","images":[{"img":"https://static.tigerbbs.com/706434a179c9542a4e068c0436c6704b","width":"720","height":"2370"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856064286","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":826589590,"gmtCreate":1634037670828,"gmtModify":1634037671509,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>gogo","listText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>gogo","text":"$Square(SQ)$gogo","images":[{"img":"https://static.tigerbbs.com/541819f75ed2e7734ce66cb3d617c4d9","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826589590","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}