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荷马先生

荷马先生

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2023-02-01

年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱

小摩：2023年市场最大风险是经济不衰退

2021-03-26

$百度(BIDU)$木头姐把大家忽悠忽悠了，拉高出完货哦，又反手做空。女版巴菲特还是没有格局，纯投机娘们

2020-12-24

$百度(BIDU)$百度是中国互联网企业难得投入科技研发的企业，不像阿里和腾讯都是唯利是图，没有真正未来技术研发

2020-12-31

$辉瑞(PFE)$难怪辉瑞股价持续走熊，就是总裁在抛售，一个自私自利的人，不认真做好疫苗工作还有时间抛个人股票，没有社会公德心的格局，成就不了好企业。也不带头打疫苗，说什么不插队，冠冕堂皇的怕死鬼。这个总裁没有口碑

2021-03-26

$百度(BIDU)$拿退市说事，简直是玩儿戏的明目张胆操纵，不可能强制退市，国际审计材料给SEC有什么关系。

2021-03-25

$百度(BIDU)$李彦宏怎么不动用回购资金，星辰大海都是扯淡，能拿资金回购就是不搞虚头虚脑的百度文化

2021-11-29

$黑莓(BB)$割了吧，没有指望

2021-08-13

$百度(BIDU)$越吹越跌，回购资金几十亿美元也打水漂，奇怪啊，说明百度文化就是烂执行力

2021-11-12

分析师故意抬高预期，然后就说低于预期，真是想做空的伎俩多么低劣

Luminar 3rd-quarter sales miss Wall Street estimates, shares slip

2021-01-12

$辉瑞(PFE)$什么力量在拼命做空

2021-05-11

$百度(BIDU)$李彦宏没有人气，阳痿男

2021-04-12

$Luminar Technologies, Inc.(LAZR)$做空操盘手都不得好下场

2021-02-09

$百度(BIDU)$祝贺进入1000亿序列，加油无止境

2021-03-31

$黑莓(BB)$害人精

2021-03-03

$Luminar Technologies, Inc.(LAZR)$太垃圾的骗子公司，忽悠资本高手，失败项目

2021-02-17

$黑莓(BB)$此股已死

2021-01-27

扯淡的造谣，为主力出货不惜没有底线，特斯拉没有理由看得上比亚迪

媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份

2020-12-18

$辉瑞(PFE)$股价表现太臭，与A股德行一样，是不是就是A股机构投资者在玩。

2021-07-08

$百度(BIDU)$承诺回购的怎么不兑现承诺

2021-02-26

$百度(BIDU)$进入垃圾股序列

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Although AI-related revenue accounted for just 6% of TSMC’s total revenue last year, the market has been pricing in a big jump in that figure on the promise of an explosion in demand.</p><p style=\"text-align: start;\">The stock’s relative strength index has been in overbought territory for much of the past two months, signaling the rally has gone too far, too fast. It’s also surged to its biggest premium on record over the average analyst price target.</p><p style=\"text-align: start;\">Morningstar Inc. analyst Phelix Lee has one of the street’s highest targets, but admits some nervousness over how long AI growth can remain at elevated levels. His estimate of NT$950 implies upside of more than 20%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0aca3d83dd789f097759ba8e0cc75cda\" tg-width=\"1200\" tg-height=\"675\"/></p><p>“If I look at the order book, I would be a little bit concerned of how sustainable the AI demand is across the time span of three to five years, because you can’t really spend several tens of billions on data centers every single year,” Lee said.</p><p>TSMC in January said its AI revenue is growing at 50% annually and should comprise somewhere in the “high-teens” by 2027. The company is building plants in the US, Japan and Germany as it races to supply needs for AI chips used in data centers operated by global powerhouses including Amazon.com Inc. and Microsoft Corp.</p><p style=\"text-align: start;\">Geopolitical concerns cloud the outlook, given Washington-Beijing trade tensions and the possible impact of this year’s US presidential election. Morningstar’s Lee said it’s unclear whether TSMC’s strong order book has been powered mainly by end-demand for AI products or inventory stocking by American clients looking to hedge policy uncertainty.</p><p>Another risk is how quickly Apple Inc. — which accounts for more than 20% of the Taiwanese foundry’s sales — can counter the downturn in the smartphone industry and succeed in adding AI features to its devices, according to Kevin Wang, an analyst at Mizuho Securities Asia Ltd.</p><p style=\"text-align: start;\">“For iPhones, indeed we saw the demand actually is getting weaker in China, so that might have some potential risk for their orders,” Wang said.</p><p style=\"text-align: start;\">Despite such worries, both Morningstar and Mizuho remain optimistic about TSMC’s stock, which has 35 buy ratings and just one hold recommendation, with zero sell calls.</p><p style=\"text-align: start;\">While debate about overheating continues to track the prolonged global AI rally, analysts seem to agree that valuation is not a concern for TSMC. The stock is trading at 16 times estimated earnings for next year, which is about in line with its five-year median and ranks near the lowest in a gauge of major global chip peers.</p><p style=\"text-align: start;\">“It’s hard to draw a conclusion that there is a bubble in AI stocks,” said Daniel Liang, a Taipei-based portfolio manager at Cathay Securities Investment Trust, whose fund has TSMC as one of its biggest holdings. “For any company that has more than 10% revenue contribution from AI, a valuation of 30 times to earnings is not demanding to me.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC’s 110% Rally Draws Caution, Even From the Bulls</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\">\nTSMC’s 110% Rally Draws Caution, Even From the Bulls\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-15 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-03-15/tsmc-s-110-rally-draws-caution-even-from-the-bulls-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock has traded at overbought levels for about two monthsTSMC shares at largest-ever premium to consensus price targetTSMC in January said its AI revenue is growing at 50% annually and should ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-03-15/tsmc-s-110-rally-draws-caution-even-from-the-bulls-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4505":"高瓴资本持仓","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4581":"高盛持仓","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4512":"苹果概念","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4591":"室温超导概念","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4588":"碎股","BK4526":"热门中概股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","TSM":"台积电","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4141":"半导体产品"},"source_url":"https://www.bloomberg.com/news/articles/2024-03-15/tsmc-s-110-rally-draws-caution-even-from-the-bulls-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419961035","content_text":"The stock has traded at overbought levels for about two monthsTSMC shares at largest-ever premium to consensus price targetTSMC in January said its AI revenue is growing at 50% annually and should comprise somewhere in the “high-teens” by 2027.The rapid ascent in Taiwan Semiconductor Manufacturing Co. is making it harder to ignore risks for the world’s largest contract chipmaker, even for its staunchest supporters.TSMC’s shares have surged more than 110% from an October 2022 low amid the global investor mania over artificial intelligence, tracking gains in key customer Nvidia Corp. Although AI-related revenue accounted for just 6% of TSMC’s total revenue last year, the market has been pricing in a big jump in that figure on the promise of an explosion in demand.The stock’s relative strength index has been in overbought territory for much of the past two months, signaling the rally has gone too far, too fast. It’s also surged to its biggest premium on record over the average analyst price target.Morningstar Inc. analyst Phelix Lee has one of the street’s highest targets, but admits some nervousness over how long AI growth can remain at elevated levels. His estimate of NT$950 implies upside of more than 20%.“If I look at the order book, I would be a little bit concerned of how sustainable the AI demand is across the time span of three to five years, because you can’t really spend several tens of billions on data centers every single year,” Lee said.TSMC in January said its AI revenue is growing at 50% annually and should comprise somewhere in the “high-teens” by 2027. The company is building plants in the US, Japan and Germany as it races to supply needs for AI chips used in data centers operated by global powerhouses including Amazon.com Inc. and Microsoft Corp.Geopolitical concerns cloud the outlook, given Washington-Beijing trade tensions and the possible impact of this year’s US presidential election. Morningstar’s Lee said it’s unclear whether TSMC’s strong order book has been powered mainly by end-demand for AI products or inventory stocking by American clients looking to hedge policy uncertainty.Another risk is how quickly Apple Inc. — which accounts for more than 20% of the Taiwanese foundry’s sales — can counter the downturn in the smartphone industry and succeed in adding AI features to its devices, according to Kevin Wang, an analyst at Mizuho Securities Asia Ltd.“For iPhones, indeed we saw the demand actually is getting weaker in China, so that might have some potential risk for their orders,” Wang said.Despite such worries, both Morningstar and Mizuho remain optimistic about TSMC’s stock, which has 35 buy ratings and just one hold recommendation, with zero sell calls.While debate about overheating continues to track the prolonged global AI rally, analysts seem to agree that valuation is not a concern for TSMC. The stock is trading at 16 times estimated earnings for next year, which is about in line with its five-year median and ranks near the lowest in a gauge of major global chip peers.“It’s hard to draw a conclusion that there is a bubble in AI stocks,” said Daniel Liang, a Taipei-based portfolio manager at Cathay Securities Investment Trust, whose fund has TSMC as one of its biggest holdings. “For any company that has more than 10% revenue contribution from AI, a valuation of 30 times to earnings is not demanding to me.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":272311623303352,"gmtCreate":1707486814088,"gmtModify":1707486815517,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"台积电不答应","listText":"台积电不答应","text":"台积电不答应","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272311623303352","repostId":"1132081126","repostType":4,"repost":{"id":"1132081126","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":1707446122,"share":"https://www.laohu8.com/m/news/1132081126?lang=&edition=full","pubTime":"2024-02-09 10:35","market":"us","language":"zh","title":"OpenAI创始人又一雄心：筹集数万亿美元推动全球半导体行业发展","url":"https://stock-news.laohu8.com/highlight/detail?id=1132081126","media":"老虎资讯综合","summary":"2月9日，据华尔街日报，在引领人类水平的人工智能发展的同时，OpenAI创始人Sam Altman又产生了另一个雄心壮志：筹集数万亿美元，重塑全球半导体产业。据知情人士透露，这位OpenAI CEO正在与包括阿联酋在内的投资者进行谈判，以筹集数万亿美元资金，旨在提高全球芯片制造能力，更好地推动该公司人工智能发展。其中一位知情人士表示，该项目可能需要筹集多达5万亿至7万亿美元的资金。","content":"<html><head></head><body><p>2月9日，据华尔街日报，在引领人类水平的人工智能发展的同时，OpenAI创始人Sam Altman又产生了另一个雄心壮志：筹集数万亿美元，重塑全球半导体产业。据知情人士透露，这位OpenAI CEO正在与包括阿联酋在内的投资者进行谈判，以筹集数万亿美元资金，旨在提高全球芯片制造能力，更好地推动该公司人工智能发展。其中一位知情人士表示，该项目可能需要筹集多达5万亿至7万亿美元的资金。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71ec28a0781214a1bee3e24dee1d96bd\" tg-width=\"1072\" tg-height=\"456\"/></p><p></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>OpenAI创始人又一雄心：筹集数万亿美元推动全球半导体行业发展</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\">\nOpenAI创始人又一雄心：筹集数万亿美元推动全球半导体行业发展\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-02-09 10:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月9日，据华尔街日报，在引领人类水平的人工智能发展的同时，OpenAI创始人Sam Altman又产生了另一个雄心壮志：筹集数万亿美元，重塑全球半导体产业。据知情人士透露，这位OpenAI CEO正在与包括阿联酋在内的投资者进行谈判，以筹集数万亿美元资金，旨在提高全球芯片制造能力，更好地推动该公司人工智能发展。其中一位知情人士表示，该项目可能需要筹集多达5万亿至7万亿美元的资金。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71ec28a0781214a1bee3e24dee1d96bd\" tg-width=\"1072\" tg-height=\"456\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c632e18df698aa09f0ef7cf3d4ac329","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132081126","content_text":"2月9日，据华尔街日报，在引领人类水平的人工智能发展的同时，OpenAI创始人Sam Altman又产生了另一个雄心壮志：筹集数万亿美元，重塑全球半导体产业。据知情人士透露，这位OpenAI CEO正在与包括阿联酋在内的投资者进行谈判，以筹集数万亿美元资金，旨在提高全球芯片制造能力，更好地推动该公司人工智能发展。其中一位知情人士表示，该项目可能需要筹集多达5万亿至7万亿美元的资金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":237470058262832,"gmtCreate":1699008935452,"gmtModify":1699008936962,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"毁灭性打击？季报出来打脸疼不？胡言乱语的nonsense","listText":"毁灭性打击？季报出来打脸疼不？胡言乱语的nonsense","text":"毁灭性打击？季报出来打脸疼不？胡言乱语的nonsense","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/237470058262832","repostId":"2378900868","repostType":2,"repost":{"id":"2378900868","pubTimestamp":1698290340,"share":"https://www.laohu8.com/m/news/2378900868?lang=&edition=full","pubTime":"2023-10-26 11:19","market":"us","language":"en","title":"PayPal, SoFi, Block, and Other Fintech Stocks Got Dealt a Devastating Blow","url":"https://stock-news.laohu8.com/highlight/detail?id=2378900868","media":"Motley Fool","summary":"Are some fintech stocks too cheap to ignore right now?","content":"<html><body><div><p>Worldline (the French payment company) issued a warning on Wednesday that sent fintech stocks like <strong><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></strong> <span>(PYPL<span> 0.73%</span>)</span>, <strong>SoFi</strong> <span>(SOFI<span> 0.35%</span>)</span>, and <strong><a href=\"https://laohu8.com/S/SQ\">Block</a></strong> <span>(SQ<span> 2.42%</span>)</span> down more than 5%. In this video, I'll explain what happened and what analysts are expecting from all these companies that have yet to report quarterly earnings. </p><p><em>*Stock prices used were from the trading day of Oct. 26, 2023. The video was published on Oct. 26, 2023.</em></p><div></div><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal, SoFi, Block, and Other Fintech Stocks Got Dealt a Devastating Blow</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\">\nPayPal, SoFi, Block, and Other Fintech Stocks Got Dealt a Devastating Blow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-26 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/10/26/paypal-sofi-block-and-other-fintech-stocks-got-dea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Worldline (the French payment company) issued a warning on Wednesday that sent fintech stocks like PayPal (PYPL 0.73%), SoFi (SOFI 0.35%), and Block (SQ 2.42%) down more than 5%. In this video, I'll ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/10/26/paypal-sofi-block-and-other-fintech-stocks-got-dea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F752409%2Fperson-holding-phone-with-paypal-app-3_paypal.jpg&op=resize&w=165&h=104","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4106":"数据处理与外包服务","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PYPL":"PayPal","BK4503":"景林资产持仓","BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4528":"SaaS概念","BK4227":"交易和支付处理服务","BK4551":"寇图资本持仓","BK4585":"ETF&股票定投概念","SQ":"Block","BK4581":"高盛持仓"},"source_url":"https://www.fool.com/investing/2023/10/26/paypal-sofi-block-and-other-fintech-stocks-got-dea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2378900868","content_text":"Worldline (the French payment company) issued a warning on Wednesday that sent fintech stocks like PayPal (PYPL 0.73%), SoFi (SOFI 0.35%), and Block (SQ 2.42%) down more than 5%. In this video, I'll explain what happened and what analysts are expecting from all these companies that have yet to report quarterly earnings. *Stock prices used were from the trading day of Oct. 26, 2023. The video was published on Oct. 26, 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204542350418184,"gmtCreate":1690968526292,"gmtModify":1690968527543,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"同比还是下降","listText":"同比还是下降","text":"同比还是下降","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204542350418184","repostId":"1107190772","repostType":2,"repost":{"id":"1107190772","pubTimestamp":1690931161,"share":"https://www.laohu8.com/m/news/1107190772?lang=&edition=full","pubTime":"2023-08-02 07:06","market":"us","language":"zh","title":"AMD传市场回暖喜讯，三季度PC业务料将环比两位数大增，盘后一度涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107190772","media":"华尔街见闻","summary":"二季度AMD营收同比下降18%，仍高于市场预期，当季PC业务收入同比降54%、降幅放缓，环比猛增35%，体现PC市场环境改善。AMD三季度营收指引中值低于预期，但预计，因需求增长推动，三季度数据中心和PC相关业务都将环比两位数增长。二季度调整后毛利率50%，同比降4个百分点，环比持平一季度水平。AMD称，该业务中的半定制产品销售同比增长，但被GPU下滑抵消。","content":"<html><head></head><body><blockquote><strong>二季度AMD营收同比下降18%，仍高于市场预期，当季PC业务收入同比降54%、降幅放缓，环比猛增35%，体现PC市场环境改善。AMD三季度营收指引中值低于预期，但预计，因需求增长推动，三季度数据中心和PC相关业务都将环比两位数增长。CEO称AI参与度增长七倍多；在增加AI研发支出，目标是让AI成为公司主要增长动力；有望四季度推出MI300加速器。</strong></blockquote><p style=\"text-align: justify;\">继上周老对手<a href=\"https://wallstreetcn.com/articles/3694263\" title=\"英特尔\" target=\"_blank\" class=\"\">英特尔</a>带来个人电脑（PC）行业需求复苏将至的希望后，美国芯片巨头AMD的二季度业绩也优于预期，且预计PC相关业务销售三季度将环比猛增，进一步传递了PC市场好转的信号。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b22649c94e03b91c0187fab98899f80a\" tg-width=\"606\" tg-height=\"461\"/></p><p style=\"text-align: justify;\">财报公布前，AMD周二收涨2.8%，盘后曾跌约2%，财报公布后，AMD股价在美股盘后拉升，不但迅速转涨，而且盘后曾涨幅扩大到5%以上，截止发稿，该股涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/286c388fe51b0c8dbd9c3740778235c8\" tg-width=\"827\" tg-height=\"497\"/></p><h2 id=\"id_3888252594\">二季度营收同比降18% 仍高于市场预期</h2><p style=\"text-align: justify;\">美东时间8月2日周二美股盘后，AMD公布，今年第二季度的收入和盈利均两位数下滑，但还没有华尔街预期的降幅大：</p><ul><li><p>二季度非GAAP口径下调整后营业收入约为53.59亿美元，同比下降18%，同比连降两季，环比大致持平一季度水平，高于公司指引区间的中值53亿美元，也高于分析师预期的53.2亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e74dfc2d3f3c8c96ed9a4e1a405b8a66\" tg-width=\"640\" tg-height=\"316\"/></p><ul><li><p>二季度调整后每股收益（EPS）为0.58美元，同比下降45%，仍略高于分析师预期的0.57美元。</p></li><li><p>二季度调整后营业利润率20%，同比下降10个百分点，环比降1个百分点，还高于分析师预期的19.5%。</p></li><li><p>二季度调整后毛利率50%，同比降4个百分点，环比持平一季度水平。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a96ec9ddc77978d4edfecfab8d1a3cfc\" tg-width=\"640\" tg-height=\"312\"/></p><ul><li><p>二季度调整后营业利润10.68亿美元，符合分析师预期，同比下降46%，环比降3%；调整后净利润9.48亿美元，同比下降44%，环比降2%。</p></li></ul><p style=\"text-align: justify;\">AMD CEO苏姿丰指出，二季度业绩强劲得益于，数据中心业务中的第四代EPYC CPU和PC业务相关的Ryzen 7000 CPU销售大幅增长。</p><h2 id=\"id_1594278919\">三季度营收指引中值低于预期 数据中心和PC业务料将环比两位数增长</h2><p style=\"text-align: justify;\">业绩指引方面，AMD预计，三季度营收约为57亿美元，上下浮动3亿美元，即范围在54亿到60亿美元，中值低于分析师预期的58.4亿美元。</p><p style=\"text-align: justify;\">非GAAP口径下，剔除生产成本后，AMD预计三季度毛利率约为51%，略高于二季度的50%，和分析师预期的51.2%总体一致。</p><p style=\"text-align: justify;\">英伟达首席财务官（CFO）Jean Hu表示，公司预计，在EPYC和Ryzen处理器的需求增长推动下，第三季度，数据中心和PC市场相关的客户事业部都将环比录得两位数的百分比增长。</p><p style=\"text-align: justify;\">AMD预计，数据中心和嵌入式业务整个财年会较上年增长。</p><p style=\"text-align: justify;\">CEO苏姿丰在业绩电话会上说，预计下半年数据中心业务将大幅增长，重点在第四季度，预计该业务的下半年业绩将较上半年增长50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20d8ac4a30973761d7790adb2f504288\" tg-width=\"640\" tg-height=\"304\"/></p><h2 id=\"id_3821294773\">二季度PC业务收入同比降幅放缓 环比猛增35%</h2><p style=\"text-align: justify;\">分业务看，AMD的PC业务二季度继续同比大幅下滑，但降幅较一季度放缓。</p><ul><li><p>包括台式机和笔记本PC处理器和芯片组在内，AMD的客户事业部二季度营收9.98亿美元，同比下降54%，一季度同比剧减65.2%，二季度营收环比一季度增长35%。</p></li></ul><p style=\"text-align: justify;\">AMD表示，该业务同比下降源于PC市场疲软导致的处理器出货减少，以及整个PC供应链的大幅库存调整。同时指出，营收之所以环比猛增，源于Ryzen 7000系列CPU销售激增，以及PC市场环境改善。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5204815e80a81c5057d2eceb3bdf032\" tg-width=\"640\" tg-height=\"345\"/></p><p style=\"text-align: justify;\">二季度AMD的数据中心业务同比转为负增长。</p><ul><li><p>包括CPU、数据中心GPU、Pensando和赛灵思数据中心产品在内，AMD的数据中心事业部二季度营收13亿美元，同比下降11%，环比增长2%，一季度同比小幅增长1.5%。</p></li></ul><p style=\"text-align: justify;\">AMD指出，数据中心业务同比下滑主要源于第三代EPYC处理器的销售下降，反映出企业需求疲软，以及部分客户的云库存水平高。数据中心业务环比增长源于，第四代EPYC CPU的营收将近翻倍，EPYC CPU企业销售增长，部分抵消了半定制系统级芯片（SoC）数据中心产品的下滑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/617982b80032744333f83f34f4090577\" tg-width=\"640\" tg-height=\"344\"/></p><p style=\"text-align: justify;\">二季度游戏业务仍是AMD最大的收入源，同比降幅较一季度放缓。</p><ul><li><p>包括独立图形处理器（GPU）和半定制游戏机产品在内，AMD的游戏事业部营收16亿美元，同比下降4%，一季度同比下降6.3%。</p></li></ul><p style=\"text-align: justify;\">AMD称，该业务中的半定制产品销售同比增长，但被GPU下滑抵消。该业务二季度营收环比下降10%，主要源于GPU销售下降。</p><p style=\"text-align: justify;\">二季度AMD的嵌入式产品业务是当季唯一营收同比增长的业务，继续体现去年并购全球最大可程式化逻辑元件厂赛灵思（Xilinx）的影响。</p><ul><li><p>包括数据中心和服务器处理器、半定制系统级芯片（SoC）和视频游戏机芯片在内，AMD的企业、嵌入式和半定制事业部二季度营收15亿美元，同比增长16%，一季度同比增1.6倍。</p></li></ul><p style=\"text-align: justify;\">AMD称，该业务得到工业、视觉和医疗保健、汽车以及测试和模拟市场推动。不过，该业务环比营收下降7%，体现通信市场疲软的影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c5aafbf72fa7e6afd2da3573b9e9bf4\" tg-width=\"640\" tg-height=\"358\"/></p><h2 id=\"id_783383844\">CEO称AI参与度增长七倍多 在增加AI研发支出 有望四季度推出MI300加速器</h2><p style=\"text-align: justify;\">今年5月公布一季度财报后，AMD CEO 苏姿丰曾表示，AI现在是AMD的头号优先要务。我们正处于AI时代的早期阶段，AMD 面对这个机遇处于有利地位。AMD要将AI作为未来市场扩张的一个关键。</p><p style=\"text-align: justify;\">本周二公布二季报后，苏姿丰特别提到了AMD在AI领域的进展。她说，</p><blockquote>因为多个客户启动或扩大支持AMD Instinct加速器未来大规模部署的计划，AMD的AI参与度在本季度增长了七倍多。</blockquote><blockquote>公司在实现硬软件关键里程碑方面取得了巨大进展，将以此满足不断增长的客户对数据中心AI解决方案的需求，并有望在第四季度推出MI300加速器，并扩大产量。</blockquote><p style=\"text-align: justify;\">苏姿丰在电话业绩会上说，AMD正在增加AI相关的研发支出，公司已经制定AI战略，包括AI专用芯片和软件的开发，目标是让AI成为公司的“重要增长动力”。她说AI也可能帮助PC芯片销售。</p><p style=\"text-align: justify;\">今年6月，AMD发布对标英伟达AI芯片H100的<a href=\"https://wallstreetcn.com/articles/3691055\" title=\"大模型专用芯片\" target=\"_blank\" class=\"\">大模型专用芯片</a>，AMD的MI300X号称HBM密度高达英伟达H100的2.4倍，HBM带宽高达H100的1.6倍，单个芯片可运行多达800亿参数的模型，比H100的可运行模型大。</p><p style=\"text-align: justify;\"><a href=\"https://wallstreetcn.com/articles/3691129\" title=\"华尔街见闻见智评论\" target=\"_blank\" class=\"\">华尔街见闻见智评论</a>称，MI300X还不足以完全替代GH200，但在内存容量方面已经比英伟达GH100大，且在节能方面MI300X表现比GH200更出色，市场预估成本可能会高于H100。</p><p style=\"text-align: justify;\">另外，见智认为英伟达CUDA GPU 在许多计算密集型任务中比 AMD GPU 更快，包括 GPU 的设计和更高效的编译器优化的可用性，AMD仍无法挑战英伟达CUDA壁垒。AMD在努力提高MI300X GPU的性能，未来能否缩小与英伟达的差距，还有待观察。</p></body></html>","source":"wallstreetcn","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>AMD传市场回暖喜讯，三季度PC业务料将环比两位数大增，盘后一度涨超5%</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; 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*/\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\">\nAMD传市场回暖喜讯，三季度PC业务料将环比两位数大增，盘后一度涨超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-02 07:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3694606><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>二季度AMD营收同比下降18%，仍高于市场预期，当季PC业务收入同比降54%、降幅放缓，环比猛增35%，体现PC市场环境改善。AMD三季度营收指引中值低于预期，但预计，因需求增长推动，三季度数据中心和PC相关业务都将环比两位数增长。CEO称AI参与度增长七倍多；在增加AI研发支出，目标是让AI成为公司主要增长动力；有望四季度推出MI300加速器。继上周老对手英特尔带来个人电脑（PC）行业需求复苏将...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694606\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://wallstreetcn.com/articles/3694606","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107190772","content_text":"二季度AMD营收同比下降18%，仍高于市场预期，当季PC业务收入同比降54%、降幅放缓，环比猛增35%，体现PC市场环境改善。AMD三季度营收指引中值低于预期，但预计，因需求增长推动，三季度数据中心和PC相关业务都将环比两位数增长。CEO称AI参与度增长七倍多；在增加AI研发支出，目标是让AI成为公司主要增长动力；有望四季度推出MI300加速器。继上周老对手英特尔带来个人电脑（PC）行业需求复苏将至的希望后，美国芯片巨头AMD的二季度业绩也优于预期，且预计PC相关业务销售三季度将环比猛增，进一步传递了PC市场好转的信号。财报公布前，AMD周二收涨2.8%，盘后曾跌约2%，财报公布后，AMD股价在美股盘后拉升，不但迅速转涨，而且盘后曾涨幅扩大到5%以上，截止发稿，该股涨超2%。二季度营收同比降18% 仍高于市场预期美东时间8月2日周二美股盘后，AMD公布，今年第二季度的收入和盈利均两位数下滑，但还没有华尔街预期的降幅大：二季度非GAAP口径下调整后营业收入约为53.59亿美元，同比下降18%，同比连降两季，环比大致持平一季度水平，高于公司指引区间的中值53亿美元，也高于分析师预期的53.2亿美元。二季度调整后每股收益（EPS）为0.58美元，同比下降45%，仍略高于分析师预期的0.57美元。二季度调整后营业利润率20%，同比下降10个百分点，环比降1个百分点，还高于分析师预期的19.5%。二季度调整后毛利率50%，同比降4个百分点，环比持平一季度水平。二季度调整后营业利润10.68亿美元，符合分析师预期，同比下降46%，环比降3%；调整后净利润9.48亿美元，同比下降44%，环比降2%。AMD CEO苏姿丰指出，二季度业绩强劲得益于，数据中心业务中的第四代EPYC CPU和PC业务相关的Ryzen 7000 CPU销售大幅增长。三季度营收指引中值低于预期 数据中心和PC业务料将环比两位数增长业绩指引方面，AMD预计，三季度营收约为57亿美元，上下浮动3亿美元，即范围在54亿到60亿美元，中值低于分析师预期的58.4亿美元。非GAAP口径下，剔除生产成本后，AMD预计三季度毛利率约为51%，略高于二季度的50%，和分析师预期的51.2%总体一致。英伟达首席财务官（CFO）Jean Hu表示，公司预计，在EPYC和Ryzen处理器的需求增长推动下，第三季度，数据中心和PC市场相关的客户事业部都将环比录得两位数的百分比增长。AMD预计，数据中心和嵌入式业务整个财年会较上年增长。CEO苏姿丰在业绩电话会上说，预计下半年数据中心业务将大幅增长，重点在第四季度，预计该业务的下半年业绩将较上半年增长50%。二季度PC业务收入同比降幅放缓 环比猛增35%分业务看，AMD的PC业务二季度继续同比大幅下滑，但降幅较一季度放缓。包括台式机和笔记本PC处理器和芯片组在内，AMD的客户事业部二季度营收9.98亿美元，同比下降54%，一季度同比剧减65.2%，二季度营收环比一季度增长35%。AMD表示，该业务同比下降源于PC市场疲软导致的处理器出货减少，以及整个PC供应链的大幅库存调整。同时指出，营收之所以环比猛增，源于Ryzen 7000系列CPU销售激增，以及PC市场环境改善。二季度AMD的数据中心业务同比转为负增长。包括CPU、数据中心GPU、Pensando和赛灵思数据中心产品在内，AMD的数据中心事业部二季度营收13亿美元，同比下降11%，环比增长2%，一季度同比小幅增长1.5%。AMD指出，数据中心业务同比下滑主要源于第三代EPYC处理器的销售下降，反映出企业需求疲软，以及部分客户的云库存水平高。数据中心业务环比增长源于，第四代EPYC CPU的营收将近翻倍，EPYC CPU企业销售增长，部分抵消了半定制系统级芯片（SoC）数据中心产品的下滑。二季度游戏业务仍是AMD最大的收入源，同比降幅较一季度放缓。包括独立图形处理器（GPU）和半定制游戏机产品在内，AMD的游戏事业部营收16亿美元，同比下降4%，一季度同比下降6.3%。AMD称，该业务中的半定制产品销售同比增长，但被GPU下滑抵消。该业务二季度营收环比下降10%，主要源于GPU销售下降。二季度AMD的嵌入式产品业务是当季唯一营收同比增长的业务，继续体现去年并购全球最大可程式化逻辑元件厂赛灵思（Xilinx）的影响。包括数据中心和服务器处理器、半定制系统级芯片（SoC）和视频游戏机芯片在内，AMD的企业、嵌入式和半定制事业部二季度营收15亿美元，同比增长16%，一季度同比增1.6倍。AMD称，该业务得到工业、视觉和医疗保健、汽车以及测试和模拟市场推动。不过，该业务环比营收下降7%，体现通信市场疲软的影响。CEO称AI参与度增长七倍多 在增加AI研发支出 有望四季度推出MI300加速器今年5月公布一季度财报后，AMD CEO 苏姿丰曾表示，AI现在是AMD的头号优先要务。我们正处于AI时代的早期阶段，AMD 面对这个机遇处于有利地位。AMD要将AI作为未来市场扩张的一个关键。本周二公布二季报后，苏姿丰特别提到了AMD在AI领域的进展。她说，因为多个客户启动或扩大支持AMD Instinct加速器未来大规模部署的计划，AMD的AI参与度在本季度增长了七倍多。公司在实现硬软件关键里程碑方面取得了巨大进展，将以此满足不断增长的客户对数据中心AI解决方案的需求，并有望在第四季度推出MI300加速器，并扩大产量。苏姿丰在电话业绩会上说，AMD正在增加AI相关的研发支出，公司已经制定AI战略，包括AI专用芯片和软件的开发，目标是让AI成为公司的“重要增长动力”。她说AI也可能帮助PC芯片销售。今年6月，AMD发布对标英伟达AI芯片H100的大模型专用芯片，AMD的MI300X号称HBM密度高达英伟达H100的2.4倍，HBM带宽高达H100的1.6倍，单个芯片可运行多达800亿参数的模型，比H100的可运行模型大。华尔街见闻见智评论称，MI300X还不足以完全替代GH200，但在内存容量方面已经比英伟达GH100大，且在节能方面MI300X表现比GH200更出色，市场预估成本可能会高于H100。另外，见智认为英伟达CUDA GPU 在许多计算密集型任务中比 AMD GPU 更快，包括 GPU 的设计和更高效的编译器优化的可用性，AMD仍无法挑战英伟达CUDA壁垒。AMD在努力提高MI300X GPU的性能，未来能否缩小与英伟达的差距，还有待观察。","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186676790161576,"gmtCreate":1686614609608,"gmtModify":1686620036206,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"你失望个屁，市场竞争有那么容易，分析师就是跟屁虫","listText":"你失望个屁，市场竞争有那么容易，分析师就是跟屁虫","text":"你失望个屁，市场竞争有那么容易，分析师就是跟屁虫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186676790161576","repostId":"2343652526","repostType":2,"repost":{"id":"2343652526","pubTimestamp":1686587286,"share":"https://www.laohu8.com/m/news/2343652526?lang=&edition=full","pubTime":"2023-06-13 00:28","market":"us","language":"en","title":"NIO: Another Tremendous Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=2343652526","media":"seekingalpha","summary":"skynesher Last Friday, we received first quarter results from Chinese electric vehicle maker NIO (NYSE:NIO). The company, which has continued to forecast a very aggressive future growth plan, has only","content":"<html><body><p><figure><picture><img height=\"1024px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>skynesher</p></figcaption></figure></p> <p>Last Friday, we received first quarter results from Chinese electric vehicle maker NIO (<span>NYSE:NIO</span>). The company, which has continued to forecast a very aggressive future growth plan, has only disappointed time and time again. Unfortunately for investors, the latest report was<span> much of the same, with revenues again missing and guidance being extremely weak, which likely will keep sentiment on the bearish side for now.</span></p> <p>For the quarter, the company reported total revenues of $1.55 billion. Not only did this number miss street estimates by about $80 million, but it was less than 8% growth over the prior year period. Despite the company hoping to be around 30,000 deliveries a month in early 2023, <span></span>NIO only reported a little over 31,000 units for the entire quarter. One must also keep in mind that the average Q1 street revenue estimate had<span> come down by about $1.25 billion since September 7th of last year. Thus, this Q1 revenue print is even worse when you consider just how much expectations had plunged.</span></p> <p>With the growth plan not doing well and <span></span>NIO looking to overhaul its entire lineup, margins have been hit hard. In Q1, total vehicle margins were just 5.1%, down 170 basis points sequentially and 13 full percentage points year over year. Overall gross margins fared even worse, coming in at just 1.5%, and the company's operating loss soared more than 133% over Q1 2022. Even when looking at adjusted numbers, the loss on the bottom line ballooned by nearly 217% compared to the year ago period.</p> <p>In my most recent article on the name, I talked about the company's launch of several new vehicles during Q2. There is a combination here of refreshed first generation models plus new vehicles based on the next generation platform. These launches were expected to provide tremendous growth throughout 2023, but management's forecast for the current quarter seen below was a major disappointment. As a point of reference, the street was looking for around 45,000 units and revenues of $2.53 billion.</p> <blockquote> <p><strong>Deliveries of vehicles</strong> to be between 23,000 and 25,000 vehicles, representing a decrease of approximately 8.2% to 0.2% from the same quarter of 2022.</p> <p><strong>Total revenues</strong> to be between RMB8,742 million (US$1,273 million) and RMB9,370 million (US$1,364 million), representing a decrease of approximately 15.1% to 9.0% from the same quarter of 2022.</p> </blockquote> <p>Earlier this year, <span></span>NIO management stated its goal was to double deliveries over last year's total. That would imply about 245,000 vehicles to be sold this year, but at the high end of Q2's guidance, it means only about 56,000 sales for the first half of 2023. On the conference call, management said the target was to be over 20,000 units every month in the second half of the year. With all of the new products ramping, that could be possible.</p> <p>However, I should note that this company has never even delivered 16,000 units in any one month, so to get over 20k a month for six straight months requires not only a major production ramp, but for sales and delivery execution to improve quite significantly. On Sunday, <span></span>NIO made a move to help with sales, by slashing the prices of its entire lineup, but this will only hurt the margin picture moving forward, potentially offsetting some or all of the gains from higher overall production.</p> <p>One of the other big issues for <span></span>NIO in the short term in the balance sheet. The company reported a more than $2 billion decline in its cash and investment pile for 2022, ending at $6.6 billion. In the first quarter of this year, another $1.1 billion decline in that cash balance was reported. As the chart below shows, the company's working capital position continues to decline, increasing the chances that another debt or equity raise is needed to fund growth plans. Management believes operating cash flow will improve as sales ramp, but they don't have a very good history when it comes to longer term guidance.</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" height=\"399\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/6/9/1017993-16863225740883512.jpg\" width=\"607\"/></picture><figcaption><p><span></span>NIO Working Capital (Company Earnings Reports)</p></figcaption></figure></p> <p>Wall Street analysts overall continue to be very positive on the name. The average price target is now $12.96, which still represents significant upside on a percentage basis, but that comes with a bit of an asterisk. That average valuation figure has come down by another dollar and a half since my previous article, and a year ago it was approaching $40. With guidance being weak, it wouldn't be surprising to see more price target cuts coming.</p> <p>On Friday, <span></span>NIO shares opened higher, and were more than 12.3% higher at one point. Unfortunately for investors, those gains faded throughout the day, and shares closed down by six cents. This decline was notable, because the stock could not hold its 50-day moving average, the purple line in the chart below. You can see a number of failures at this key technical level in just the last three months, and each time the stock has gone quite a bit lower afterwards. The 50-day is likely to head lower in the coming weeks if shares can't rally above it, and that could add even more selling pressure.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" height=\"273\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/6/10/1017993-1686451212514994.jpg\" width=\"640\"/></span><figcaption><p><span></span>NIO Last 6 Months (Yahoo! Finance)</p></figcaption></figure></p> <div></div> <p>In the end, <span></span>NIO announced another very disappointing quarter last Friday. Despite heavily reduced analyst expectations, the company still missed revenue estimates, and the Q2 forecast for both deliveries and revenues was incredibly bad. Margins continue to remain heavily pressured, resulting in large losses and significant cash burn. While management continues to talk about a lofty growth plan, execution has always been lacking here, and the stock's failure to get above the 50-day moving average only shifts sentiment further towards the bear camp in the near term.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Another Tremendous Disappointment</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\">\nNIO: Another Tremendous Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-13 00:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610959-nio-q1-earnings-another-disappointment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>skynesher Last Friday, we received first quarter results from Chinese electric vehicle maker NIO (NYSE:NIO). The company, which has continued to forecast a very aggressive future growth plan, has only...</p>\n\n<a href=\"https://seekingalpha.com/article/4610959-nio-q1-earnings-another-disappointment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg","relate_stocks":{"BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO.SI":"蔚来","09866":"蔚来-SW","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","NIO":"蔚来","BK4526":"热门中概股","BK4588":"碎股","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4581":"高盛持仓","BK4504":"桥水持仓"},"source_url":"https://seekingalpha.com/article/4610959-nio-q1-earnings-another-disappointment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2343652526","content_text":"skynesher Last Friday, we received first quarter results from Chinese electric vehicle maker NIO (NYSE:NIO). The company, which has continued to forecast a very aggressive future growth plan, has only disappointed time and time again. Unfortunately for investors, the latest report was much of the same, with revenues again missing and guidance being extremely weak, which likely will keep sentiment on the bearish side for now. For the quarter, the company reported total revenues of $1.55 billion. Not only did this number miss street estimates by about $80 million, but it was less than 8% growth over the prior year period. Despite the company hoping to be around 30,000 deliveries a month in early 2023, NIO only reported a little over 31,000 units for the entire quarter. One must also keep in mind that the average Q1 street revenue estimate had come down by about $1.25 billion since September 7th of last year. Thus, this Q1 revenue print is even worse when you consider just how much expectations had plunged. With the growth plan not doing well and NIO looking to overhaul its entire lineup, margins have been hit hard. In Q1, total vehicle margins were just 5.1%, down 170 basis points sequentially and 13 full percentage points year over year. Overall gross margins fared even worse, coming in at just 1.5%, and the company's operating loss soared more than 133% over Q1 2022. Even when looking at adjusted numbers, the loss on the bottom line ballooned by nearly 217% compared to the year ago period. In my most recent article on the name, I talked about the company's launch of several new vehicles during Q2. There is a combination here of refreshed first generation models plus new vehicles based on the next generation platform. These launches were expected to provide tremendous growth throughout 2023, but management's forecast for the current quarter seen below was a major disappointment. As a point of reference, the street was looking for around 45,000 units and revenues of $2.53 billion.  Deliveries of vehicles to be between 23,000 and 25,000 vehicles, representing a decrease of approximately 8.2% to 0.2% from the same quarter of 2022. Total revenues to be between RMB8,742 million (US$1,273 million) and RMB9,370 million (US$1,364 million), representing a decrease of approximately 15.1% to 9.0% from the same quarter of 2022.  Earlier this year, NIO management stated its goal was to double deliveries over last year's total. That would imply about 245,000 vehicles to be sold this year, but at the high end of Q2's guidance, it means only about 56,000 sales for the first half of 2023. On the conference call, management said the target was to be over 20,000 units every month in the second half of the year. With all of the new products ramping, that could be possible. However, I should note that this company has never even delivered 16,000 units in any one month, so to get over 20k a month for six straight months requires not only a major production ramp, but for sales and delivery execution to improve quite significantly. On Sunday, NIO made a move to help with sales, by slashing the prices of its entire lineup, but this will only hurt the margin picture moving forward, potentially offsetting some or all of the gains from higher overall production. One of the other big issues for NIO in the short term in the balance sheet. The company reported a more than $2 billion decline in its cash and investment pile for 2022, ending at $6.6 billion. In the first quarter of this year, another $1.1 billion decline in that cash balance was reported. As the chart below shows, the company's working capital position continues to decline, increasing the chances that another debt or equity raise is needed to fund growth plans. Management believes operating cash flow will improve as sales ramp, but they don't have a very good history when it comes to longer term guidance. NIO Working Capital (Company Earnings Reports) Wall Street analysts overall continue to be very positive on the name. The average price target is now $12.96, which still represents significant upside on a percentage basis, but that comes with a bit of an asterisk. That average valuation figure has come down by another dollar and a half since my previous article, and a year ago it was approaching $40. With guidance being weak, it wouldn't be surprising to see more price target cuts coming. On Friday, NIO shares opened higher, and were more than 12.3% higher at one point. Unfortunately for investors, those gains faded throughout the day, and shares closed down by six cents. This decline was notable, because the stock could not hold its 50-day moving average, the purple line in the chart below. You can see a number of failures at this key technical level in just the last three months, and each time the stock has gone quite a bit lower afterwards. The 50-day is likely to head lower in the coming weeks if shares can't rally above it, and that could add even more selling pressure. NIO Last 6 Months (Yahoo! Finance)  In the end, NIO announced another very disappointing quarter last Friday. Despite heavily reduced analyst expectations, the company still missed revenue estimates, and the Q2 forecast for both deliveries and revenues was incredibly bad. Margins continue to remain heavily pressured, resulting in large losses and significant cash burn. While management continues to talk about a lofty growth plan, execution has always been lacking here, and the stock's failure to get above the 50-day moving average only shifts sentiment further towards the bear camp in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186442908401688,"gmtCreate":1686557508829,"gmtModify":1686557510495,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"那么银行存款流水更快，美国银行死得更快","listText":"那么银行存款流水更快，美国银行死得更快","text":"那么银行存款流水更快，美国银行死得更快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186442908401688","repostId":"2342557754","repostType":4,"repost":{"id":"2342557754","pubTimestamp":1686529457,"share":"https://www.laohu8.com/m/news/2342557754?lang=&edition=full","pubTime":"2023-06-12 08:24","market":"fut","language":"zh","title":"美银警告美股或再次下挫：美联储或加息至6%，“我们仍然看空”","url":"https://stock-news.laohu8.com/highlight/detail?id=2342557754","media":"环球市场播报","summary":"美银在标普500指数进入技术性牛市后警告称，美联储对抗通胀的措施将推高利率，并引发失业率上升，刚刚走出熊市的股市可能会再次下挫。　　美银策略师预计，美联储最终可能会在未来12个月内将利率上调至6%，将联邦基金利率在当前区间的基础上再上调75-100个基点。","content":"<html><head></head><body><p>   　美银在标普500指数进入技术性牛市后警告称，美联储对抗通胀的措施将推高利率，并引发失业率上升，刚刚走出熊市的股市可能会再次下挫。</p><p>　　美银以迈克尔·哈特奈特（Michael Hartnett）为首的一组策略师周五在一份报告中写道：“美联储还没有结束加息……我们坚持‘卖出上次加息’的观点。“他指出，随着美联储加息以对抗通胀，股市将面临不利因素。</p><p>　　美银策略师预计，美联储最终可能会在未来12个月内将利率上调至6%，将联邦基金利率在当前区间的基础上再上调75-100个基点。这在很大程度上是因为美联储仍然专注于将通胀率降至2%的目标，官员们已警告称，利率可能在年底前保持高位。</p><p>　　通胀率低于3%也可能带来4%或更高的失业率，因为更高的利率会收紧金融环境，并削弱劳动力市场。</p><p>　　美银策略师补充称：“我们仍然看空，仍然认为未来12个月最大的‘痛苦交易’是联邦基金利率达到6%，而不是3%，”暗示投资者过于看好目前的股市反弹，标普500指数已从10月份的低点上涨了20%。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银警告美股或再次下挫：美联储或加息至6%，“我们仍然看空”</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银警告美股或再次下挫：美联储或加息至6%，“我们仍然看空”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-12 08:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-06-10/doc-imywuwzi7758802.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美银在标普500指数进入技术性牛市后警告称，美联储对抗通胀的措施将推高利率，并引发失业率上升，刚刚走出熊市的股市可能会再次下挫。　　美银以迈克尔·哈特奈特（Michael Hartnett）为首的一组策略师周五在一份报告中写道：“美联储还没有结束加息……我们坚持‘卖出上次加息’的观点。“他指出，随着美联储加息以对抗通胀，股市将面临不利因素。　　美银策略师预计，美联储最终可能会在未来12个月内将利率...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-06-10/doc-imywuwzi7758802.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/534450d911e6ba5e5fe8baacabddd41d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DDM":"道指两倍做多ETF","PSQ":"纳指反向ETF","BK4581":"高盛持仓","DOG":"道指反向ETF","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF","QQQ":"纳指100ETF",".DJI":"道琼斯","DXD":"道指两倍做空ETF","OEX":"标普100",".IXIC":"NASDAQ Composite","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 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Hartnett）为首的一组策略师周五在一份报告中写道：“美联储还没有结束加息……我们坚持‘卖出上次加息’的观点。“他指出，随着美联储加息以对抗通胀，股市将面临不利因素。　　美银策略师预计，美联储最终可能会在未来12个月内将利率上调至6%，将联邦基金利率在当前区间的基础上再上调75-100个基点。这在很大程度上是因为美联储仍然专注于将通胀率降至2%的目标，官员们已警告称，利率可能在年底前保持高位。　　通胀率低于3%也可能带来4%或更高的失业率，因为更高的利率会收紧金融环境，并削弱劳动力市场。　　美银策略师补充称：“我们仍然看空，仍然认为未来12个月最大的‘痛苦交易’是联邦基金利率达到6%，而不是3%，”暗示投资者过于看好目前的股市反弹，标普500指数已从10月份的低点上涨了20%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185140218519752,"gmtCreate":1686239472859,"gmtModify":1686239473902,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>大型科技股谷歌表现最瘟弱","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>大型科技股谷歌表现最瘟弱","text":"$谷歌(GOOG)$ 大型科技股谷歌表现最瘟弱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185140218519752","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659323393,"gmtCreate":1679728080312,"gmtModify":1679728083359,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"东拉西扯","listText":"东拉西扯","text":"东拉西扯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659323393","repostId":"2322173960","repostType":4,"repost":{"id":"2322173960","pubTimestamp":1679722259,"share":"https://www.laohu8.com/m/news/2322173960?lang=&edition=full","pubTime":"2023-03-25 13:30","market":"us","language":"zh","title":"周鸿祎：中国大语言模型和GPT-4差距在两三年 GPT-6可能会产生意识","url":"https://stock-news.laohu8.com/highlight/detail?id=2322173960","media":"华尔街见闻","summary":"凤凰网科技讯 3月25日消息，在国务院发展研究中心主办的2023中国发展高层论坛开幕上，三六零集团创始人周鸿祎表示，中国大语言模型技术水平和GPT-4的差距在2到3年时间，目前GPT的技术方向已经明确，不存在难以逾越的技术障碍，中国企业应当坚持长期主义精神，迎头赶上。周鸿祎预计，GPT6到GPT8人工智能将会产生意识，变成新的物种。在GPT-3.5的时候，周鸿祎预言它将长出“眼睛和耳朵”，目前GPT-4已经具有看图的能力。","content":"<html><head></head><body><blockquote>摘要：周鸿祎预计，GPT-6到GPT-8人工智能将会产生意识，变成新的物种。</blockquote><p>周鸿祎再次公开谈及自己对人工智能的未来判断。</p><p>3月25日，2023中国发展高层论坛开幕，三六零集团创始人周鸿祎以“人工智能与未来安全”为题发表主题演讲。</p><p>演讲中，周鸿祎展示了AI绘图生成的自画像，以及由大语言模型生成的开场白。他将人工智能发展划分为三个阶段：人工智障、强人工智能、超级人工智能。周鸿祎认为，GPT-4已经拥有超人的能力，具有真正的智能。</p><p>“GPT是场新工业革命，其意义超越了互联网、iPhone的发明。”周鸿祎表示，GPT将成为“发电厂”，数据是煤炭，GPT将“煤”变成“电”，输送给千行百业，所有行业都值得用GPT重塑一遍。未来，每个行业、企业、个人都会拥有定制化GPT。</p><p>周鸿祎认为中国有能力发展自己的人工智能大语言模型。<b>他表示，中国大语言模型技术水平和GPT-4的差距在2到3年时间，目前GPT的技术方向已经明确，不存在难以逾越的技术障碍，中国应当坚持长期主义精神，迎头赶上</b>。在场景化、工程化、产品化、商业化方面，中国拥有巨大优势，尤其在知识标注领域，中国拥有高端知识人才红利，人工智能训练师将成为新兴热门职业。</p><p>人工智能高速发展的同时，也将给人类带来多方面的挑战。大语言模型正在成为黑客的帮手，给数字安全带来巨大威胁，周鸿祎表示对此并不特别担心，真正值得担忧的是由此带来的“大安全”问题。</p><p>对于人工智能造成大规模失业的讨论，周鸿祎认为这是在制造焦虑，他乐观看待所谓的“失业”挑战。<b>他表示，人类的做决策、情感、想象力和创造力是人工智能短期无法取代的。人工智能大模型是人类发明的最伟大的工具，背后凝聚着全人类的知识成果，能够赋予普通人更强大的能力，未来有可能被淘汰的是不会问问题，不会使用人工智能大模型的人。</b></p><p>周鸿祎认为，制约人工智能发展的最大挑战是能源，人工智能应被用来反向帮助人类解决常温超导、核聚变等问题，帮助人类实现能源自由。</p><p><b>周鸿祎预计，GPT-6到GPT-8人工智能将会产生意识，变成新的物种。在GPT-3.5的时候，周鸿祎预言它将长出“眼睛和耳朵”，目前GPT-4已经具有看图的能力，初步印证了周鸿祎的判断。随着GPT已经进化出了“手”和“脚”，能够通过接入互联网API拥有操控世界的能力。</b></p><p>“未来，人工智能大语言模型有可能实现自我进化，自动更新系统和自我升级，或者指数级进化能力，人类将会面临不可预知的安全挑战。”周鸿祎认为，人工智能继续发展，人类将会实现数字永生。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>周鸿祎：中国大语言模型和GPT-4差距在两三年 GPT-6可能会产生意识</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n周鸿祎：中国大语言模型和GPT-4差距在两三年 GPT-6可能会产生意识\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-25 13:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3684874><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：周鸿祎预计，GPT-6到GPT-8人工智能将会产生意识，变成新的物种。周鸿祎再次公开谈及自己对人工智能的未来判断。3月25日，2023中国发展高层论坛开幕，三六零集团创始人周鸿祎以“人工智能与未来安全”为题发表主题演讲。演讲中，周鸿祎展示了AI绘图生成的自画像，以及由大语言模型生成的开场白。他将人工智能发展划分为三个阶段：人工智障、强人工智能、超级人工智能。周鸿祎认为，GPT-4已经拥有超人...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684874\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/760056d3ed9e8c1a595c0d9f2094cc4d","relate_stocks":{"BK1095":"互动媒体与服务","03601":"鲁大师"},"source_url":"https://wallstreetcn.com/articles/3684874","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322173960","content_text":"摘要：周鸿祎预计，GPT-6到GPT-8人工智能将会产生意识，变成新的物种。周鸿祎再次公开谈及自己对人工智能的未来判断。3月25日，2023中国发展高层论坛开幕，三六零集团创始人周鸿祎以“人工智能与未来安全”为题发表主题演讲。演讲中，周鸿祎展示了AI绘图生成的自画像，以及由大语言模型生成的开场白。他将人工智能发展划分为三个阶段：人工智障、强人工智能、超级人工智能。周鸿祎认为，GPT-4已经拥有超人的能力，具有真正的智能。“GPT是场新工业革命，其意义超越了互联网、iPhone的发明。”周鸿祎表示，GPT将成为“发电厂”，数据是煤炭，GPT将“煤”变成“电”，输送给千行百业，所有行业都值得用GPT重塑一遍。未来，每个行业、企业、个人都会拥有定制化GPT。周鸿祎认为中国有能力发展自己的人工智能大语言模型。他表示，中国大语言模型技术水平和GPT-4的差距在2到3年时间，目前GPT的技术方向已经明确，不存在难以逾越的技术障碍，中国应当坚持长期主义精神，迎头赶上。在场景化、工程化、产品化、商业化方面，中国拥有巨大优势，尤其在知识标注领域，中国拥有高端知识人才红利，人工智能训练师将成为新兴热门职业。人工智能高速发展的同时，也将给人类带来多方面的挑战。大语言模型正在成为黑客的帮手，给数字安全带来巨大威胁，周鸿祎表示对此并不特别担心，真正值得担忧的是由此带来的“大安全”问题。对于人工智能造成大规模失业的讨论，周鸿祎认为这是在制造焦虑，他乐观看待所谓的“失业”挑战。他表示，人类的做决策、情感、想象力和创造力是人工智能短期无法取代的。人工智能大模型是人类发明的最伟大的工具，背后凝聚着全人类的知识成果，能够赋予普通人更强大的能力，未来有可能被淘汰的是不会问问题，不会使用人工智能大模型的人。周鸿祎认为，制约人工智能发展的最大挑战是能源，人工智能应被用来反向帮助人类解决常温超导、核聚变等问题，帮助人类实现能源自由。周鸿祎预计，GPT-6到GPT-8人工智能将会产生意识，变成新的物种。在GPT-3.5的时候，周鸿祎预言它将长出“眼睛和耳朵”，目前GPT-4已经具有看图的能力，初步印证了周鸿祎的判断。随着GPT已经进化出了“手”和“脚”，能够通过接入互联网API拥有操控世界的能力。“未来，人工智能大语言模型有可能实现自我进化，自动更新系统和自我升级，或者指数级进化能力，人类将会面临不可预知的安全挑战。”周鸿祎认为，人工智能继续发展，人类将会实现数字永生。","news_type":1},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622400806,"gmtCreate":1675769626705,"gmtModify":1675769667854,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"空仓还是诅咒的变态","listText":"空仓还是诅咒的变态","text":"空仓还是诅咒的变态","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/622400806","repostId":"2309327720","repostType":4,"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622102476,"gmtCreate":1675254971195,"gmtModify":1675256375890,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","listText":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","text":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/622102476","repostId":"2308081283","repostType":4,"repost":{"id":"2308081283","pubTimestamp":1675246269,"share":"https://www.laohu8.com/m/news/2308081283?lang=&edition=full","pubTime":"2023-02-01 18:11","market":"us","language":"zh","title":"小摩：2023年市场最大风险是经济不衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=2308081283","media":"智通财经网","summary":"小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和","content":"<html><head></head><body><p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。</p><p>自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。</p><p>标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。</p><p>但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。</p><p>美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小摩：2023年市场最大风险是经济不衰退</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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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小摩：2023年市场最大风险是经济不衰退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-01 18:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/869739.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/869739.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11c9defb5a6364fafa902e502b1d3974","relate_stocks":{"LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4550":"红杉资本持仓","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4207":"综合性银行","LU0976567544.SGD":"FTIF - Templeton Global Income A 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Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626577585,"gmtCreate":1674625324648,"gmtModify":1674625327711,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"大概率消亡","listText":"大概率消亡","text":"大概率消亡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626577585","repostId":"2306411028","repostType":2,"repost":{"id":"2306411028","pubTimestamp":1674623712,"share":"https://www.laohu8.com/m/news/2306411028?lang=&edition=full","pubTime":"2023-01-25 13:15","market":"us","language":"en","title":"Will Coinbase Be a Trillion-Dollar Company by 2040?","url":"https://stock-news.laohu8.com/highlight/detail?id=2306411028","media":"Motley Fool","summary":"The cryptocurrency exchange could be a major multibagger -- or not.","content":"<html><head></head><body><p><b>Coinbase</b>, one of the world&#39;s largest cryptocurrency exchanges, reached a peak valuation of nearly $77 billion on Nov. 9, 2021. But today, it&#39;s only worth about $11 billion. It lost 85% of its value as rising interest rates, regulatory threats, and the failures of several high-profile tokens and exchanges crushed the cryptocurrency market. <b>Bitcoin</b> (BTC) and <b>Ether</b> (ETH), the world&#39;s two largest cryptocurrencies, have both lost nearly 70% of their value after reaching their own all-time highs at roughly the same time as Coinbase&#39;s stock.</p><p>Last June, Coinbase CEO Brian Armstrong bluntly admitted that a new &#34;crypto winter&#34; had started and began to rein in the company&#39;s spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6623bacc8d15a28366f7889e009d10b8\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Coinbase ended the third quarter of 2022 with only 8.5 million monthly transacting users (MTUs), down from a peak of 11.2 million in the fourth quarter of 2021. Over that period, the total assets on its platform shrank from $278 billion to $101 billion.</p><p>As a result, revenue fell 52% year over year in the first nine months of 2022, and analysts anticipate a 60% drop to $3.15 billion for the full year. Coinbase expects to post an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss of about $500 million for the year, compared to a positive adjusted EBITDA of $4.1 billion in 2021.</p><p>Those dismal numbers drove many investors away from Coinbase, but could it recover and become a trillion-dollar company (increasing its market cap by 90x) by 2040? Let&#39;s review the bull and bear cases.</p><h2>The bull case for the crypto market</h2><p>Cathie Wood&#39;s Ark Invest, which holds Coinbase in several of its growth-oriented exchange-traded funds (ETFs), believes the price of Bitcoin (which trades at around $21,000 now) could reach $1 million by 2030 once some of the smaller tokens are flushed out of the market and more institutional investors accumulate the top cryptocurrency. A loss of faith in fiat currencies amid rampant inflation could accelerate that transition.</p><p>Wood&#39;s forecast is extremely bullish, but other forecasts also call for steep Bitcoin gains within the next two decades. For example, analysts at Telegaon believe Bitcoin&#39;s price could reach nearly $420,000 by 2040. The analytics firm also expects the price of Ether (trading in the neighborhood of $1,550 now) to reach roughly $24,000 by 2040.</p><p>Telegaon&#39;s projections would require a compound annual growth rate (CAGR) of 20% for Bitcoin between 2022 and 2040, while its forecast for Ether&#39;s price would require a CAGR of 18%. If the value of Coinbase kept pace with an 18-year CAGR of 18%, its annual revenue would soar from $3.15 billion in 2022 to approximately $60 billion in 2040.</p><p>If that scenario comes true and, 18 years from now, Coinbase still trades at 4 times sales, it would be worth $240 billion, which would represent a 22-bagger gain. If investors turn more bullish and value the company at 10 times those speculative sales, it could be worth $600 billion -- but it would still fall short of joining the 12-zero club.</p><h2>The bear case for the crypto market</h2><p>Coinbase might flourish again if the crypto market recovers, but it could also go bust if the crypto winter becomes an ice age. Tighter regulations regarding cross-border transfers, new taxes, and environmental restrictions on the energy sources that crypto mining operations can use could all prevent the cryptocurrency market from recovering. Cryptocurrencies could also never become widely accepted or used for mainstream payments if their prices remain volatile and they continue to be used primarily for speculation.</p><p>The bull case for Ether, which is based on the expected wider use of the Ethereum network for the creation of decentralized apps and services, could also collapse if people simply stick with centralized platforms like <b>Apple</b>&#39;s App Store and <b>Alphabet</b>&#39;s Google Play. Ethereum-based creations like non-fungible tokens (NFTs) could also completely or largely disappear.</p><p>That&#39;s why many respected investors, among them <b>Berkshire Hathaway</b>&#39;s Charlie Munger, adamantly believe that Bitcoin and other cryptocurrencies will go to zero. If that happens, Coinbase won&#39;t even make it to 2040 before its liabilities outweigh its assets.</p><h2>Where will Coinbase be in 2040?</h2><p>I expect Bitcoin and Ether to survive the crypto winter even as some of the smaller cryptocurrencies and more troubled exchanges die out. That said, I believe the crypto winter could also drag on for years as economic malaise and higher interest rates cause investors to stay away from the crypto market. Coinbase&#39;s survival will hinge entirely on the length of that downturn, which is impossible to accurately predict.</p><p>If Coinbase survives this brutal winter -- which it&#39;s desperately trying to do by laying off staff and streamlining its operations -- its stock could rise much higher over the next two decades. In a best-case scenario, its stock might deliver a 20- to 40-bagger gain from its current prices -- but still fall short of the 90-bagger gain it would require to hit the $1 trillion mark. In a worst-case scenario, it could go to zero -- which makes it a high-risk, high-reward play on the broader crypto market.</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>Will Coinbase Be a Trillion-Dollar Company by 2040?</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\">\nWill Coinbase Be a Trillion-Dollar Company by 2040?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 13:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/24/will-coinbase-be-a-trillion-dollar-company-by-2040/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase, one of the world's largest cryptocurrency exchanges, reached a peak valuation of nearly $77 billion on Nov. 9, 2021. But today, it's only worth about $11 billion. It lost 85% of its value as...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/24/will-coinbase-be-a-trillion-dollar-company-by-2040/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4112":"金融交易所和数据","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","COIN":"Coinbase Global, Inc.","BK4539":"次新股","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2023/01/24/will-coinbase-be-a-trillion-dollar-company-by-2040/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306411028","content_text":"Coinbase, one of the world's largest cryptocurrency exchanges, reached a peak valuation of nearly $77 billion on Nov. 9, 2021. But today, it's only worth about $11 billion. It lost 85% of its value as rising interest rates, regulatory threats, and the failures of several high-profile tokens and exchanges crushed the cryptocurrency market. Bitcoin (BTC) and Ether (ETH), the world's two largest cryptocurrencies, have both lost nearly 70% of their value after reaching their own all-time highs at roughly the same time as Coinbase's stock.Last June, Coinbase CEO Brian Armstrong bluntly admitted that a new \"crypto winter\" had started and began to rein in the company's spending.Image source: Getty Images.Coinbase ended the third quarter of 2022 with only 8.5 million monthly transacting users (MTUs), down from a peak of 11.2 million in the fourth quarter of 2021. Over that period, the total assets on its platform shrank from $278 billion to $101 billion.As a result, revenue fell 52% year over year in the first nine months of 2022, and analysts anticipate a 60% drop to $3.15 billion for the full year. Coinbase expects to post an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss of about $500 million for the year, compared to a positive adjusted EBITDA of $4.1 billion in 2021.Those dismal numbers drove many investors away from Coinbase, but could it recover and become a trillion-dollar company (increasing its market cap by 90x) by 2040? Let's review the bull and bear cases.The bull case for the crypto marketCathie Wood's Ark Invest, which holds Coinbase in several of its growth-oriented exchange-traded funds (ETFs), believes the price of Bitcoin (which trades at around $21,000 now) could reach $1 million by 2030 once some of the smaller tokens are flushed out of the market and more institutional investors accumulate the top cryptocurrency. A loss of faith in fiat currencies amid rampant inflation could accelerate that transition.Wood's forecast is extremely bullish, but other forecasts also call for steep Bitcoin gains within the next two decades. For example, analysts at Telegaon believe Bitcoin's price could reach nearly $420,000 by 2040. The analytics firm also expects the price of Ether (trading in the neighborhood of $1,550 now) to reach roughly $24,000 by 2040.Telegaon's projections would require a compound annual growth rate (CAGR) of 20% for Bitcoin between 2022 and 2040, while its forecast for Ether's price would require a CAGR of 18%. If the value of Coinbase kept pace with an 18-year CAGR of 18%, its annual revenue would soar from $3.15 billion in 2022 to approximately $60 billion in 2040.If that scenario comes true and, 18 years from now, Coinbase still trades at 4 times sales, it would be worth $240 billion, which would represent a 22-bagger gain. If investors turn more bullish and value the company at 10 times those speculative sales, it could be worth $600 billion -- but it would still fall short of joining the 12-zero club.The bear case for the crypto marketCoinbase might flourish again if the crypto market recovers, but it could also go bust if the crypto winter becomes an ice age. Tighter regulations regarding cross-border transfers, new taxes, and environmental restrictions on the energy sources that crypto mining operations can use could all prevent the cryptocurrency market from recovering. Cryptocurrencies could also never become widely accepted or used for mainstream payments if their prices remain volatile and they continue to be used primarily for speculation.The bull case for Ether, which is based on the expected wider use of the Ethereum network for the creation of decentralized apps and services, could also collapse if people simply stick with centralized platforms like Apple's App Store and Alphabet's Google Play. Ethereum-based creations like non-fungible tokens (NFTs) could also completely or largely disappear.That's why many respected investors, among them Berkshire Hathaway's Charlie Munger, adamantly believe that Bitcoin and other cryptocurrencies will go to zero. If that happens, Coinbase won't even make it to 2040 before its liabilities outweigh its assets.Where will Coinbase be in 2040?I expect Bitcoin and Ether to survive the crypto winter even as some of the smaller cryptocurrencies and more troubled exchanges die out. That said, I believe the crypto winter could also drag on for years as economic malaise and higher interest rates cause investors to stay away from the crypto market. Coinbase's survival will hinge entirely on the length of that downturn, which is impossible to accurately predict.If Coinbase survives this brutal winter -- which it's desperately trying to do by laying off staff and streamlining its operations -- its stock could rise much higher over the next two decades. In a best-case scenario, its stock might deliver a 20- to 40-bagger gain from its current prices -- but still fall short of the 90-bagger gain it would require to hit the $1 trillion mark. In a worst-case scenario, it could go to zero -- which makes it a high-risk, high-reward play on the broader crypto market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628146562,"gmtCreate":1672989583557,"gmtModify":1672989585843,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"成本是最大竞争力","listText":"成本是最大竞争力","text":"成本是最大竞争力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628146562","repostId":"1100427707","repostType":4,"repost":{"id":"1100427707","pubTimestamp":1672978037,"share":"https://www.laohu8.com/m/news/1100427707?lang=&edition=full","pubTime":"2023-01-06 12:07","market":"us","language":"zh","title":"杀疯了！特斯拉降到历史最低价，意欲何为？","url":"https://stock-news.laohu8.com/highlight/detail?id=1100427707","media":"华尔街见闻","summary":"特斯拉被“逼到墙角”了吗？特斯拉又双叒叕降价了。1月6日，特斯拉官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元。特斯拉同时宣布Model S、","content":"<html><head></head><body><blockquote><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>被“逼到墙角”了吗？</b></blockquote><p>特斯拉又双叒叕降价了。</p><p>1月6日，特斯拉官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元。特斯拉同时宣布Model S、Model X定价，分别为78.99万元起售、87.99万元起售。</p><p><img src=\"https://static.tigerbbs.com/eef4666a1e07d0708a83f2b710e0b1fd\" tg-width=\"640\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/></p><p>这是特斯拉2023年的第一次降价，<b>也是半年以来除促销优惠活动外的第二次直接降价。</b>值得注意的是，<b>本次降价幅度也是特斯拉历次降价之最，已跌破历史最低价</b>，其中Model Y长续航版降价最多，达到了48000元。</p><p><img src=\"https://static.tigerbbs.com/100bc52b4f8cc7dad8e3253ceed06932\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p><b>如此大刀阔斧的降价促销，或许表明特斯拉为了提高销量已经“杀红了眼”，也可能暗示了当下特斯拉的处境确实不妙。</b></p><p>在上海工厂的推动下，特斯拉曾近进入过一段产能暴增期，<b>规模效应为特斯来带来了远高于其他车企的毛利率，也成为了特斯拉降价促销、马斯克喊出年销量150万辆的底气所在。</b></p><p><img src=\"https://static.tigerbbs.com/fd05732dac876f8d9d0bb297f7167c2e\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p>然而，本周四乘联会发布的数据显示，<b>特斯拉上海超级工厂12月交付量55796辆，较11月份下降44%，同比下降21%，为五个月以来的最低水平。</b>去年12月24日到今年1月2日，上海超级工厂放假停产，预计还将在本月晚些时候春节期间继续停产，也引发了市场对于“特斯拉卖不动”了的担忧。</p><p>稍早时候，<b>特斯拉发布了令人失望的2022年第四季度生产和交付报告，连续第三个季度交付量不及预期，且特斯拉2022年全年的总交付量达到131万，并未达到150万辆的目标。</b></p><p>凡此种种，华尔街机构认为特斯拉已出现供应过剩，下调了特斯拉的评级与目标价：Cowen公司对特斯拉的目标价从205美元大砍至122美元，<a href=\"https://laohu8.com/S/C\">花旗</a>表示，在特斯拉正在大量增加产能之际，交付数据不及预期，可能会加剧人们对其未来需求的担忧，对特斯拉的评级为中性。</p><p>特斯拉也“迎来”了2023年的第一个交易日的开门黑，股价盘中一度暴跌15%，创两年多来最大盘中跌幅，刷新2020年8月份以来的最低位。</p><p><img src=\"https://static.tigerbbs.com/5d5130d6c351d551e93ce341d5fbe314\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>特斯拉被“逼到墙角”？</b></p><p>不少分析师已经纷纷发出警告：不要低估了特斯拉所面临危机的严重性。</p><p>本周，Bernstein下调了对特斯拉的评级和目标股价，并认为2023年度的（交付）数据可能会“出现重大调整”：</p><blockquote>我们还担心，在利率上升以及消费者支出放缓之际，市场可能面临更大压力，继续对特斯拉等估值较高的股票造成更为严重的影响。</blockquote><p>华尔街见闻在VIP文章《特斯拉的“最终幻想”又来到了梦碎的关口》中指出，从8月拜登签署的抗通胀法案，到特斯拉供应链问题，再到电动车市场的激烈竞争，种种原因造成了特斯拉库存的膨胀，也许已将特斯拉再次拖入了“产能地狱”——而这次是过剩的2.0版本。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在报告中指出，由于产量超过交付量近56000辆，特斯拉的渠道库存在一年内翻了两番。</p><p><img src=\"https://static.tigerbbs.com/49068af9bf3b08b571d779d3e2b8a8e4\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>为了迅速清理库存，特斯拉在2022下半年才开启了“史无前例”的降价促销活动，这也必然对其利润率造成了侵蚀。马斯克此前就警告称，2023年特斯拉的利润率将降低，他说：</p><blockquote>2023年将会是一场相当严重的经济衰退，严重程度将与2009年相当。在经济衰退期间，利润率将很低，甚至是负的。<b>特斯拉的毛利率高于其他任何公司，这给了其更多的空间，来降低毛利率以维持或增加需求。</b></blockquote><p>同时，特斯拉在二手车市场上也遇到了难题，根据Edmunds的数据显示，特斯拉二手车的价格正以快于其他汽车制造商的速度下降。</p><p>11月，特斯拉二手车的平均成交价格较7月份的峰值下降17%，整个二手车市场的平均价格在此期间下降了4%。11月，二手特斯拉在经销商库存中的平均库存时间为50天，而所有品牌二手车的平均库存时间为38天。媒体分析称，如果特斯拉二手车价格继续加速下跌，或将蚕食新车销量。</p><p><img src=\"https://static.tigerbbs.com/8dc386167bc30d79f8965094b3772eef\" tg-width=\"640\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>此外，特斯拉的供应过剩与汽车业的整体需求减退有关。在美联储造成的高利率环境下，越来越多的分析师警告汽车行业需求的萎缩。投行Wedbush分析师Dan Ives在给媒体的一封电子邮件中写道：</p><blockquote>特斯拉的需求明显出现裂缝，(第四季度)数据并不乐观。</blockquote><p>由于消费者通常通过分期付款购买或租赁汽车，因此更高的利率会直接影响消费者的购买决策，甚至减少购买。美国汽车经销商Cox Automotive的首席经济学家Jonathan Smoke警告：</p><blockquote>汽车行业正从供应问题转变为需求问题，这对未来一年的收入和利润来说不是好兆头。</blockquote><p>Great Hill Capital董事长Thomas Hayes则表示，特斯拉的股票正面临着高利率、税损抛售以及重仓基金抛售的“完美风暴”。</p><p>特斯拉还能降价？</p><p>正如上文马斯克所言，特斯拉的毛利率高于其他任何公司，这给予了更多的降价空间。</p><p>锂猫实验室此前曾测算，<b>从毛利率水平来看，特斯拉与毛利率最高的理想相比，尚有8.59%的降价空间</b>——以Model 3为例，现价25万的低配版将降价至22.8万左右——<b>这已接近本次降价后的22.9万元。</b></p><p>与毛利率最低的小鹏作比较，特斯拉则有近20%的降价空间——以Model 3为例，现价25万的低配版将降价至20万左右。</p><p><img src=\"https://static.tigerbbs.com/37d397ccf12a4625728cff27c45bc267\" tg-width=\"640\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/>来源：各公司财报，锂猫实验室制图</p><p>从净利率水平看，如果特斯拉保持和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>类似的净利润率，特斯拉也还有10%左右的降价空间——Model 3低配版22.5万。</p><p><img src=\"https://static.tigerbbs.com/3db180578922b43c782f3f58b9894585\" tg-width=\"640\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/>来源：各公司财报，锂猫实验室制图</p><p>而如果考虑到特斯拉技术进步带来的单车成本与规模成本的下降，三年后，假设维持30%左右的毛利率，则最终国内定价可能为17.51万元；若愿意降低毛利率至20%（考虑到特斯拉的费用率，仍可以保证盈利，且和国内其他车企维持类似水平），则国内定价可以低至15.13万元。</p><p><img src=\"https://static.tigerbbs.com/70b214e7f2a0e0f834249ab7b94f5b4d\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/>来源：锂猫实验室计算并制图</p><p>不过，以上预测建立在特斯拉以每年产能仍然以35%的速度增长的假设下，<b>对于如今可能身陷“产能地狱2.0”的特斯拉而言，本次的降价如果不是底线，可能也已经接近。</b></p></body></html>","source":"wallstreetcn","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>杀疯了！特斯拉降到历史最低价，意欲何为？</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n杀疯了！特斯拉降到历史最低价，意欲何为？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 12:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3679192><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉被“逼到墙角”了吗？特斯拉又双叒叕降价了。1月6日，特斯拉官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元。特斯拉同时宣布Model S、Model X定价，分别为78.99万元起售、87.99万元起售。这是特斯拉2023年的第一次降价，也是半年以来除促销优惠活动外的第二次直接降价。值得注意的是，本次降价幅度也是特斯拉历次降价之最，已...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679192\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3679192","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100427707","content_text":"特斯拉被“逼到墙角”了吗？特斯拉又双叒叕降价了。1月6日，特斯拉官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元。特斯拉同时宣布Model S、Model X定价，分别为78.99万元起售、87.99万元起售。这是特斯拉2023年的第一次降价，也是半年以来除促销优惠活动外的第二次直接降价。值得注意的是，本次降价幅度也是特斯拉历次降价之最，已跌破历史最低价，其中Model Y长续航版降价最多，达到了48000元。如此大刀阔斧的降价促销，或许表明特斯拉为了提高销量已经“杀红了眼”，也可能暗示了当下特斯拉的处境确实不妙。在上海工厂的推动下，特斯拉曾近进入过一段产能暴增期，规模效应为特斯来带来了远高于其他车企的毛利率，也成为了特斯拉降价促销、马斯克喊出年销量150万辆的底气所在。然而，本周四乘联会发布的数据显示，特斯拉上海超级工厂12月交付量55796辆，较11月份下降44%，同比下降21%，为五个月以来的最低水平。去年12月24日到今年1月2日，上海超级工厂放假停产，预计还将在本月晚些时候春节期间继续停产，也引发了市场对于“特斯拉卖不动”了的担忧。稍早时候，特斯拉发布了令人失望的2022年第四季度生产和交付报告，连续第三个季度交付量不及预期，且特斯拉2022年全年的总交付量达到131万，并未达到150万辆的目标。凡此种种，华尔街机构认为特斯拉已出现供应过剩，下调了特斯拉的评级与目标价：Cowen公司对特斯拉的目标价从205美元大砍至122美元，花旗表示，在特斯拉正在大量增加产能之际，交付数据不及预期，可能会加剧人们对其未来需求的担忧，对特斯拉的评级为中性。特斯拉也“迎来”了2023年的第一个交易日的开门黑，股价盘中一度暴跌15%，创两年多来最大盘中跌幅，刷新2020年8月份以来的最低位。特斯拉被“逼到墙角”？不少分析师已经纷纷发出警告：不要低估了特斯拉所面临危机的严重性。本周，Bernstein下调了对特斯拉的评级和目标股价，并认为2023年度的（交付）数据可能会“出现重大调整”：我们还担心，在利率上升以及消费者支出放缓之际，市场可能面临更大压力，继续对特斯拉等估值较高的股票造成更为严重的影响。华尔街见闻在VIP文章《特斯拉的“最终幻想”又来到了梦碎的关口》中指出，从8月拜登签署的抗通胀法案，到特斯拉供应链问题，再到电动车市场的激烈竞争，种种原因造成了特斯拉库存的膨胀，也许已将特斯拉再次拖入了“产能地狱”——而这次是过剩的2.0版本。摩根士丹利在报告中指出，由于产量超过交付量近56000辆，特斯拉的渠道库存在一年内翻了两番。为了迅速清理库存，特斯拉在2022下半年才开启了“史无前例”的降价促销活动，这也必然对其利润率造成了侵蚀。马斯克此前就警告称，2023年特斯拉的利润率将降低，他说：2023年将会是一场相当严重的经济衰退，严重程度将与2009年相当。在经济衰退期间，利润率将很低，甚至是负的。特斯拉的毛利率高于其他任何公司，这给了其更多的空间，来降低毛利率以维持或增加需求。同时，特斯拉在二手车市场上也遇到了难题，根据Edmunds的数据显示，特斯拉二手车的价格正以快于其他汽车制造商的速度下降。11月，特斯拉二手车的平均成交价格较7月份的峰值下降17%，整个二手车市场的平均价格在此期间下降了4%。11月，二手特斯拉在经销商库存中的平均库存时间为50天，而所有品牌二手车的平均库存时间为38天。媒体分析称，如果特斯拉二手车价格继续加速下跌，或将蚕食新车销量。此外，特斯拉的供应过剩与汽车业的整体需求减退有关。在美联储造成的高利率环境下，越来越多的分析师警告汽车行业需求的萎缩。投行Wedbush分析师Dan Ives在给媒体的一封电子邮件中写道：特斯拉的需求明显出现裂缝，(第四季度)数据并不乐观。由于消费者通常通过分期付款购买或租赁汽车，因此更高的利率会直接影响消费者的购买决策，甚至减少购买。美国汽车经销商Cox Automotive的首席经济学家Jonathan Smoke警告：汽车行业正从供应问题转变为需求问题，这对未来一年的收入和利润来说不是好兆头。Great Hill Capital董事长Thomas Hayes则表示，特斯拉的股票正面临着高利率、税损抛售以及重仓基金抛售的“完美风暴”。特斯拉还能降价？正如上文马斯克所言，特斯拉的毛利率高于其他任何公司，这给予了更多的降价空间。锂猫实验室此前曾测算，从毛利率水平来看，特斯拉与毛利率最高的理想相比，尚有8.59%的降价空间——以Model 3为例，现价25万的低配版将降价至22.8万左右——这已接近本次降价后的22.9万元。与毛利率最低的小鹏作比较，特斯拉则有近20%的降价空间——以Model 3为例，现价25万的低配版将降价至20万左右。来源：各公司财报，锂猫实验室制图从净利率水平看，如果特斯拉保持和比亚迪类似的净利润率，特斯拉也还有10%左右的降价空间——Model 3低配版22.5万。来源：各公司财报，锂猫实验室制图而如果考虑到特斯拉技术进步带来的单车成本与规模成本的下降，三年后，假设维持30%左右的毛利率，则最终国内定价可能为17.51万元；若愿意降低毛利率至20%（考虑到特斯拉的费用率，仍可以保证盈利，且和国内其他车企维持类似水平），则国内定价可以低至15.13万元。来源：锂猫实验室计算并制图不过，以上预测建立在特斯拉以每年产能仍然以35%的速度增长的假设下，对于如今可能身陷“产能地狱2.0”的特斯拉而言，本次的降价如果不是底线，可能也已经接近。","news_type":1},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623269614,"gmtCreate":1671447935238,"gmtModify":1671450912251,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"美联储反映了资本主义的蔑视职工薪酬的增长，资本利益需要保持低成本薪酬，不愿意让工薪收入增长。因此美联储的立场是歧视性的收入分配政策，以通货膨胀名义打击无视工薪阶层收入增长","listText":"美联储反映了资本主义的蔑视职工薪酬的增长，资本利益需要保持低成本薪酬，不愿意让工薪收入增长。因此美联储的立场是歧视性的收入分配政策，以通货膨胀名义打击无视工薪阶层收入增长","text":"美联储反映了资本主义的蔑视职工薪酬的增长，资本利益需要保持低成本薪酬，不愿意让工薪收入增长。因此美联储的立场是歧视性的收入分配政策，以通货膨胀名义打击无视工薪阶层收入增长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623269614","repostId":"1176969984","repostType":4,"repost":{"id":"1176969984","pubTimestamp":1671444485,"share":"https://www.laohu8.com/m/news/1176969984?lang=&edition=full","pubTime":"2022-12-19 18:08","market":"us","language":"zh","title":"鲍威尔坚决放鹰的原因找到了！美联储2023年政策走向的关键将是这一指标","url":"https://stock-news.laohu8.com/highlight/detail?id=1176969984","media":"金十数据","summary":"机构分析师认为，美联储收紧政策旨在为工资通胀螺旋上升未雨绸缪。美联储主席鲍威尔在抗通胀的征途中有了新的指引，这将使美国人的薪资水平成为明年货币政策的核心。鲍威尔在上个月布鲁金斯学会发表演讲时表示，他正","content":"<html><head></head><body><blockquote>机构分析师认为，美联储收紧政策旨在为工资通胀螺旋上升未雨绸缪。</blockquote><p>美联储主席鲍威尔在抗通胀的征途中有了新的指引，这将使<b>美国人的薪资水平成为明年货币政策的核心</b>。</p><p>鲍威尔在上个月布鲁金斯学会发表演讲时表示，他正在寻找涵盖医疗保健、理发以及路边汽车旅馆等所有费用的价格指标。鉴于薪资对于这些服务行业来说是一项特别大的成本，“劳动力市场是理解此类通胀的关键”。</p><p>在上周四美联储举行今年最后一次利率决议后，鲍威尔又提及这一主题。他指出，目前工资增速“远高于2%的通胀率”。</p><p>美联储官员面临的关键问题是，在过去18个月左右的时间里，美国薪资增速的攀升是公司适应劳动力供应稀缺、并意识到员工薪酬不足而导致的暂时性现象，还是一种反映了价格和工资相互推动的有害循环。</p><p>这些迹象表明美联储不愿冒任何风险，并指向进一步收紧政策。美联储上周发布的预测表明，明年的基准利率将达到5.1%的峰值，这一高于预期的数字引发了股市暴跌。还有几位美联储官员的立场甚至更加鹰派。</p><p>华盛顿LH Meyer的经济学家Derek Tang表示：</p><blockquote>“工资通胀螺旋上升是一种未雨绸缪，而并非事实。实际工资肯定不会呈上升趋势。”</blockquote><p><img src=\"https://static.tigerbbs.com/0ea64a883affe9c7e1afb981a8b39181\" tg-width=\"965\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>但他承认，很明显，鲍威尔已经开始担忧劳动力持续短缺的及其对价格的影响。</p><p><b>美国劳动力市场目前尤其难以解读</b>，因为企业仍在解决新冠疫情造成的大规模破坏。</p><p>2020年4月，美国失业率飙升至近15%，然后迅速恢复。当前的失业率为3.7%，仍处于历史低位。美国劳动力供应的增长似乎已停滞在疫情前的趋势之下。原因多种多样，包括大量美国人提前退休、新冠肺炎病毒给患者带来的持续症状，儿童和老年人护理的稀缺以及移民的减少。</p><p>劳动力短缺赋予了员工更多的议价能力，并促使公司在招聘竞争加剧时提高工资。不过，在大多数情况下，工人们只是能勉强跟上飞涨的生活成本。截至9月的12个月中，美国企业雇主的总薪酬成本增长了5%，而去年同期为3.7%。但在这两个时期，实际薪酬（经通胀调整后）均有所下降。</p><p><b>美联储对工资增速小心翼翼</b></p><p>鲍威尔最新青睐的通胀指标——不包括住房的核心服务通胀与薪资增速密切相关。</p><p><img src=\"https://static.tigerbbs.com/06d352b596ef25cd8201bbf7b7a4f026\" tg-width=\"913\" tg-height=\"514\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>新冠疫情爆发期间的价格飙升最初出现在消费品中：由于交付中断，商品供不应求，手头有多余现金却困在家里的美国人需求高企。</p><p>之后，随着商品紧缩的缓解，服务业成为通胀驱动因素，该类别中占比最大的项目是住房，它在官方价格衡量中被视为一项服务，目前美国20个城市的房价指数已经回落，而CPI读数通常滞后于租金约12个月，因此住房服务通胀回落似乎尘埃已定。</p><p><b>而在美联储目前密切关注的其他服务业中，工资通常占成本的比重高于其他行业。</b></p><p>解决美国劳动力紧缩问题的方法之一是让大量失业工人重返工作岗位。但美联储官员没有心情观望这种情况是否会发生，因为当前通胀率是他们目标的三倍。 美联储的最新预测表明，借贷成本更高会导致经济降温，从而减缓招聘步伐并增加失业率。</p><p>纽约联储主席威廉姆斯上周五在接受采访时表示：</p><blockquote>“工资增长一直非常高，因为劳动力需求相对于可用供应来说非常强劲。随着劳动力需求和供应达到更好的平衡，工资增长将更符合长期趋势和我们2%的通胀目标。”</blockquote><p>威廉姆斯说，他没有看到“上世纪70年代看到的那种工资通胀螺旋上升”的证据。  国际货币基金组织（IMF）最近的一项历史研究表明<b>，这种情况很少见。</b></p><p>尽管如此，<b>美联储决心排除这种可能性。</b>而且根据其内部的预测判断，政策制定者们能否按照他们的意愿重新平衡劳动力市场而不引发经济衰退充满了不确定性。</p><p>美联储官员预计明年经济增长将放缓至0.5%，而失业率将上升近一个百分点至4.6%，这可能意味着超过100万美国人将失业。即使经历这种痛苦，通胀预计仍将出人意料地具有粘性，只有到2025年才能逐渐放缓至2%。</p><p>S&amp;P Global Ratings首席美国经济学家Beth Ann Bovino表示，这可能是由于住房成本下降对价格指数的滞后影响。Bovino说，“美联储仍对软着陆抱有希望，也许他们是对的，但机会不大”。她估计<b>明年失业率可能升至5.6%。</b></p><p>对于鲍威尔一直强调的除住房以外的服务通胀，Inflation Insights LLC的创始人Omair Sharif看到大量证据表明工资增长并不是通胀的主要驱动力。他说，这一类别的价格主要是由今年上半年运输和医疗保健费用的增长推动的，背后的原因有很多，包括旅游需求的突然激增以及医疗保险费用计算方式的转变。但现在这些因素已经逆转。</p><p>Sharif说，工资并不是通胀的重要组成部分。尽管“这以某种方式根深蒂固地扎根在每个人的脑海中，被人们普遍视为事情的运作方式。”</p></body></html>","source":"jssj","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>鲍威尔坚决放鹰的原因找到了！美联储2023年政策走向的关键将是这一指标</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n鲍威尔坚决放鹰的原因找到了！美联储2023年政策走向的关键将是这一指标\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 18:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/104455><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>机构分析师认为，美联储收紧政策旨在为工资通胀螺旋上升未雨绸缪。美联储主席鲍威尔在抗通胀的征途中有了新的指引，这将使美国人的薪资水平成为明年货币政策的核心。鲍威尔在上个月布鲁金斯学会发表演讲时表示，他正在寻找涵盖医疗保健、理发以及路边汽车旅馆等所有费用的价格指标。鉴于薪资对于这些服务行业来说是一项特别大的成本，“劳动力市场是理解此类通胀的关键”。在上周四美联储举行今年最后一次利率决议后，鲍威尔又提及...</p>\n\n<a href=\"https://xnews.jin10.com/details/104455\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/104455","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176969984","content_text":"机构分析师认为，美联储收紧政策旨在为工资通胀螺旋上升未雨绸缪。美联储主席鲍威尔在抗通胀的征途中有了新的指引，这将使美国人的薪资水平成为明年货币政策的核心。鲍威尔在上个月布鲁金斯学会发表演讲时表示，他正在寻找涵盖医疗保健、理发以及路边汽车旅馆等所有费用的价格指标。鉴于薪资对于这些服务行业来说是一项特别大的成本，“劳动力市场是理解此类通胀的关键”。在上周四美联储举行今年最后一次利率决议后，鲍威尔又提及这一主题。他指出，目前工资增速“远高于2%的通胀率”。美联储官员面临的关键问题是，在过去18个月左右的时间里，美国薪资增速的攀升是公司适应劳动力供应稀缺、并意识到员工薪酬不足而导致的暂时性现象，还是一种反映了价格和工资相互推动的有害循环。这些迹象表明美联储不愿冒任何风险，并指向进一步收紧政策。美联储上周发布的预测表明，明年的基准利率将达到5.1%的峰值，这一高于预期的数字引发了股市暴跌。还有几位美联储官员的立场甚至更加鹰派。华盛顿LH Meyer的经济学家Derek Tang表示：“工资通胀螺旋上升是一种未雨绸缪，而并非事实。实际工资肯定不会呈上升趋势。”但他承认，很明显，鲍威尔已经开始担忧劳动力持续短缺的及其对价格的影响。美国劳动力市场目前尤其难以解读，因为企业仍在解决新冠疫情造成的大规模破坏。2020年4月，美国失业率飙升至近15%，然后迅速恢复。当前的失业率为3.7%，仍处于历史低位。美国劳动力供应的增长似乎已停滞在疫情前的趋势之下。原因多种多样，包括大量美国人提前退休、新冠肺炎病毒给患者带来的持续症状，儿童和老年人护理的稀缺以及移民的减少。劳动力短缺赋予了员工更多的议价能力，并促使公司在招聘竞争加剧时提高工资。不过，在大多数情况下，工人们只是能勉强跟上飞涨的生活成本。截至9月的12个月中，美国企业雇主的总薪酬成本增长了5%，而去年同期为3.7%。但在这两个时期，实际薪酬（经通胀调整后）均有所下降。美联储对工资增速小心翼翼鲍威尔最新青睐的通胀指标——不包括住房的核心服务通胀与薪资增速密切相关。新冠疫情爆发期间的价格飙升最初出现在消费品中：由于交付中断，商品供不应求，手头有多余现金却困在家里的美国人需求高企。之后，随着商品紧缩的缓解，服务业成为通胀驱动因素，该类别中占比最大的项目是住房，它在官方价格衡量中被视为一项服务，目前美国20个城市的房价指数已经回落，而CPI读数通常滞后于租金约12个月，因此住房服务通胀回落似乎尘埃已定。而在美联储目前密切关注的其他服务业中，工资通常占成本的比重高于其他行业。解决美国劳动力紧缩问题的方法之一是让大量失业工人重返工作岗位。但美联储官员没有心情观望这种情况是否会发生，因为当前通胀率是他们目标的三倍。 美联储的最新预测表明，借贷成本更高会导致经济降温，从而减缓招聘步伐并增加失业率。纽约联储主席威廉姆斯上周五在接受采访时表示：“工资增长一直非常高，因为劳动力需求相对于可用供应来说非常强劲。随着劳动力需求和供应达到更好的平衡，工资增长将更符合长期趋势和我们2%的通胀目标。”威廉姆斯说，他没有看到“上世纪70年代看到的那种工资通胀螺旋上升”的证据。  国际货币基金组织（IMF）最近的一项历史研究表明，这种情况很少见。尽管如此，美联储决心排除这种可能性。而且根据其内部的预测判断，政策制定者们能否按照他们的意愿重新平衡劳动力市场而不引发经济衰退充满了不确定性。美联储官员预计明年经济增长将放缓至0.5%，而失业率将上升近一个百分点至4.6%，这可能意味着超过100万美国人将失业。即使经历这种痛苦，通胀预计仍将出人意料地具有粘性，只有到2025年才能逐渐放缓至2%。S&P Global Ratings首席美国经济学家Beth Ann Bovino表示，这可能是由于住房成本下降对价格指数的滞后影响。Bovino说，“美联储仍对软着陆抱有希望，也许他们是对的，但机会不大”。她估计明年失业率可能升至5.6%。对于鲍威尔一直强调的除住房以外的服务通胀，Inflation Insights LLC的创始人Omair Sharif看到大量证据表明工资增长并不是通胀的主要驱动力。他说，这一类别的价格主要是由今年上半年运输和医疗保健费用的增长推动的，背后的原因有很多，包括旅游需求的突然激增以及医疗保险费用计算方式的转变。但现在这些因素已经逆转。Sharif说，工资并不是通胀的重要组成部分。尽管“这以某种方式根深蒂固地扎根在每个人的脑海中，被人们普遍视为事情的运作方式。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623978224,"gmtCreate":1671020836668,"gmtModify":1671020838556,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"拍脑袋认为就一定衰退，没有衰退为什么要定价，做空赚钱的帮凶而已，都明目张胆","listText":"拍脑袋认为就一定衰退，没有衰退为什么要定价，做空赚钱的帮凶而已，都明目张胆","text":"拍脑袋认为就一定衰退，没有衰退为什么要定价，做空赚钱的帮凶而已，都明目张胆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623978224","repostId":"1174956767","repostType":4,"repost":{"id":"1174956767","pubTimestamp":1671014284,"share":"https://www.laohu8.com/m/news/1174956767?lang=&edition=full","pubTime":"2022-12-14 18:38","market":"us","language":"zh","title":"华尔街大空头：美股可能重演2008年暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1174956767","media":"华尔街见闻","summary":"“目前市场的定价错误程度比当时更严重。”摩根士丹利看到了当下美股与2008年的相似之处，认为市场还没有对衰退完全定价。12月13日，美国公布的11月CPI和核心CPI双双低于预期，但摩根士丹利美股首席","content":"<html><head></head><body><blockquote><b>“目前市场的定价错误程度比当时更严重。”</b></blockquote><p>摩根士丹利看到了当下美股与2008年的相似之处，认为市场还没有对衰退完全定价。</p><p>12月13日，美国公布的11月CPI和核心CPI双双低于预期，但摩根士丹利美股首席策略师Michael Wilson却提醒客户应该更加关注收益风险，因为预期“过高”。</p><p>在数据公布之前，这位华尔街著名空头分析师就曾表示这份数据“不太可能提高预测市场走势的能力”，且事实上“对任何人都没有帮助”：</p><blockquote>考虑到美联储的行动表现，CPI的发布不太可能显著改变其下周加息50个基点的决定，也不太可能显著改变其对明年的预测。</blockquote><p>因此，投资者应该放弃这些“过去的新闻”，转而关注软性/调查性宏观数据，因为这类数据往往会引领经济和盈利数据。</p><p>在今年10月中旬，Wilson曾经做出一个“战术看涨”的决定，因为通胀数据即将见顶，降息的预期正在被市场消化，反弹拥有了额外的动力。</p><p>而在几天前的12月12日报告中，他认为这股支撑美股反弹的动力正在消失，因为预计盈利预期即将下降。</p><p>Wilson重申，<b>他相信明年盈利将远低于市场普遍预期</b>。他还认为，越来越多的证据表明，在他提出的三种情况（牛市：标普500指数达到4200点，EPS为215美元；中性：3900点，195美元；熊市：3500点，180美元）中；目前熊市的可能性比中性情况更大。</p><p>重回2008？</p><p>Wilson提出，现在市场的定价与他预期的盈利衰退已经出现了脱节，而这与2008年夏天有一些“相似之处”。</p><p>2008年8月，银行体系陷入严重困境，房地产市场崩溃，许多家庭无力偿还抵押贷款，甚至失去了自己的房子。与此同时，油价接近120美元/桶，失业率从周期低谷上升1.5%至6%，这是已经陷入衰退的明确迹象。</p><p>美国全国经济研究所(NBER)后来宣布，衰退在当年5月就开始了，而当时标准普尔500指数的过去12个月（NTM）EPS仅比2007年10月的峰值下降了5%，点数下跌了18%。</p><p><b>到今天，标准普尔500指数的NTM EPS共识仅比6月份的峰值下降了3.4%，而点数比1月份的峰值下降了约18%，一切已经如此相像。</b></p><p>Wilson还表示，他在2008年8月的自上而下的盈利模型也在大致相同的幅度上偏离了普遍预期：</p><blockquote>也就是说，我们预测盈利会大幅下降，就像现在。与此同时，正如已经指出的，今天的风险溢价收益（ERP）只有225个基点。</blockquote><blockquote><img src=\"https://static.tigerbbs.com/de0122b724ebbe79f3ef22913a0d9719\" tg-width=\"500\" tg-height=\"292\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></blockquote><blockquote>早在2008年8月，ERP为380个基点，这表明，就我们认为未来将出现的盈利修正而言，目前市场的定价错误程度比当时更严重。</blockquote><p>他还指出，2008年8月ISM制造业采购经理人指数（PMI）为50，实际上略高于今天的49。PMI在很多方面都能很好地代表公司的盈利指引，而49-50的读数表明，采购经理们还没有对自己的前景认输。</p><blockquote>这就解释了为什么首席执行官们也没有认输，<b>以及为什么明年的每股收益预测可能没有反映现实。</b>根据记录，2008年秋季，ISM制造业PMI在接下来的6个月里降至33, NTM EPS也是如此。</blockquote><blockquote><img src=\"https://static.tigerbbs.com/d9174f52992c0af68ce811829ad2bc2b\" tg-width=\"500\" tg-height=\"160\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></blockquote><p>不会有“第二个雷曼”</p><p>当然，<b>美联储不会再允许另一个雷曼事件的发生，在这样的事情出现之前，可能另一场量化宽松已经开始。</b></p><p>在谈到当前与2008年的不同之处时，<b>他预计经济低迷“不会构成系统性金融风险，也不会导致资产负债表衰退”</b>。</p><p>Wilson认为，与2008年8月不同的另一个变量是收益率曲线：</p><blockquote>今天我们在3个月/10年期曲线上接近创纪录的倒挂(-70个基点)。当时，该曲线在2006年触底后，2008年回升至200个基点。大多数投资者都认为，一旦曲线触底并开始再次变陡，衰退风险就会最大。</blockquote><blockquote>在这里，公平地说，在2008年，这个信号非常明确，美国已经陷入衰退，当结合6%的失业率和43.5万的失业救济申请，那是一个与今天非常不同的画面。</blockquote><p>这也是Wilson承认“美联储仍有希望实现软着陆”的原因之一。</p></body></html>","source":"wallstreetcn","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>华尔街大空头：美股可能重演2008年暴跌</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街大空头：美股可能重演2008年暴跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 18:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3677455><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“目前市场的定价错误程度比当时更严重。”摩根士丹利看到了当下美股与2008年的相似之处，认为市场还没有对衰退完全定价。12月13日，美国公布的11月CPI和核心CPI双双低于预期，但摩根士丹利美股首席策略师Michael Wilson却提醒客户应该更加关注收益风险，因为预期“过高”。在数据公布之前，这位华尔街著名空头分析师就曾表示这份数据“不太可能提高预测市场走势的能力”，且事实上“对任何人都没有...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3677455\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3677455","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174956767","content_text":"“目前市场的定价错误程度比当时更严重。”摩根士丹利看到了当下美股与2008年的相似之处，认为市场还没有对衰退完全定价。12月13日，美国公布的11月CPI和核心CPI双双低于预期，但摩根士丹利美股首席策略师Michael Wilson却提醒客户应该更加关注收益风险，因为预期“过高”。在数据公布之前，这位华尔街著名空头分析师就曾表示这份数据“不太可能提高预测市场走势的能力”，且事实上“对任何人都没有帮助”：考虑到美联储的行动表现，CPI的发布不太可能显著改变其下周加息50个基点的决定，也不太可能显著改变其对明年的预测。因此，投资者应该放弃这些“过去的新闻”，转而关注软性/调查性宏观数据，因为这类数据往往会引领经济和盈利数据。在今年10月中旬，Wilson曾经做出一个“战术看涨”的决定，因为通胀数据即将见顶，降息的预期正在被市场消化，反弹拥有了额外的动力。而在几天前的12月12日报告中，他认为这股支撑美股反弹的动力正在消失，因为预计盈利预期即将下降。Wilson重申，他相信明年盈利将远低于市场普遍预期。他还认为，越来越多的证据表明，在他提出的三种情况（牛市：标普500指数达到4200点，EPS为215美元；中性：3900点，195美元；熊市：3500点，180美元）中；目前熊市的可能性比中性情况更大。重回2008？Wilson提出，现在市场的定价与他预期的盈利衰退已经出现了脱节，而这与2008年夏天有一些“相似之处”。2008年8月，银行体系陷入严重困境，房地产市场崩溃，许多家庭无力偿还抵押贷款，甚至失去了自己的房子。与此同时，油价接近120美元/桶，失业率从周期低谷上升1.5%至6%，这是已经陷入衰退的明确迹象。美国全国经济研究所(NBER)后来宣布，衰退在当年5月就开始了，而当时标准普尔500指数的过去12个月（NTM）EPS仅比2007年10月的峰值下降了5%，点数下跌了18%。到今天，标准普尔500指数的NTM EPS共识仅比6月份的峰值下降了3.4%，而点数比1月份的峰值下降了约18%，一切已经如此相像。Wilson还表示，他在2008年8月的自上而下的盈利模型也在大致相同的幅度上偏离了普遍预期：也就是说，我们预测盈利会大幅下降，就像现在。与此同时，正如已经指出的，今天的风险溢价收益（ERP）只有225个基点。早在2008年8月，ERP为380个基点，这表明，就我们认为未来将出现的盈利修正而言，目前市场的定价错误程度比当时更严重。他还指出，2008年8月ISM制造业采购经理人指数（PMI）为50，实际上略高于今天的49。PMI在很多方面都能很好地代表公司的盈利指引，而49-50的读数表明，采购经理们还没有对自己的前景认输。这就解释了为什么首席执行官们也没有认输，以及为什么明年的每股收益预测可能没有反映现实。根据记录，2008年秋季，ISM制造业PMI在接下来的6个月里降至33, NTM EPS也是如此。不会有“第二个雷曼”当然，美联储不会再允许另一个雷曼事件的发生，在这样的事情出现之前，可能另一场量化宽松已经开始。在谈到当前与2008年的不同之处时，他预计经济低迷“不会构成系统性金融风险，也不会导致资产负债表衰退”。Wilson认为，与2008年8月不同的另一个变量是收益率曲线：今天我们在3个月/10年期曲线上接近创纪录的倒挂(-70个基点)。当时，该曲线在2006年触底后，2008年回升至200个基点。大多数投资者都认为，一旦曲线触底并开始再次变陡，衰退风险就会最大。在这里，公平地说，在2008年，这个信号非常明确，美国已经陷入衰退，当结合6%的失业率和43.5万的失业救济申请，那是一个与今天非常不同的画面。这也是Wilson承认“美联储仍有希望实现软着陆”的原因之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667576800,"gmtCreate":1669039486200,"gmtModify":1669039833858,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"忽悠人啊，那为什么上市前看空压低发行价","listText":"忽悠人啊，那为什么上市前看空压低发行价","text":"忽悠人啊，那为什么上市前看空压低发行价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667576800","repostId":"2285281610","repostType":2,"repost":{"id":"2285281610","pubTimestamp":1669036274,"share":"https://www.laohu8.com/m/news/2285281610?lang=&edition=full","pubTime":"2022-11-21 21:11","market":"us","language":"en","title":"Mobileye rises as Wall Street starts coverage on chipmaker, overwhelmingly positive","url":"https://stock-news.laohu8.com/highlight/detail?id=2285281610","media":"seekingalpha","summary":"Mobileye (NASDAQ:MBLY) shares rose on Monday as the quiet period ended and Wall Street research firm","content":"<html><body> <p>Mobileye (<span>NASDAQ:MBLY</span>) shares rose on Monday as the quiet period ended and Wall Street research firm started coverage, with analysts overwhelmingly positive on the Intel (INTC) spin-off.</p> <p>Raymond James analyst Brian Gesuale initiated coverage on Mobileye (MBLY<span>) with a strong buy and $50 price target, noting that it is the \"pioneer and undisputed market leader\" for advanced driver assistance systems, or ADAS, in the automotive industry.</span></p> <p>\"A combination of fast-paced ADAS adoption, deeper penetration of a $40B [total addressable market], and rebound in auto production as supply chain constraints dissipate provide the foundation for ~40% sales [compound annual growth rate] from 2022-26,\" Gesuale wrote in a note to clients. </p> <p>Gesuale added that in addition to Mobileye (MBLY) being a growth stock, it has \"proprietary solutions and high barriers\" to entry create an attractive model that supports gross margins in the ~70% range, 30-40% EBITDA margin range, and annual [free cash flow] generation at ~$400M.\"</p> <p>Mobileye (MBLY) shares rose more than 3% to $29.32 in premarket trading.</p> <p>Needham analyst Rajvindra Gill started coverage on Mobileye (MBLY) with a buy rating and $40 price target, noting that the company created a \"first-mover advantage\" in computer vision system-on-a-chips for ADAS more than 10 years ago and is still moving up the technology stack. </p> <p>\"Over the next five years, we expect MBLY to benefit from what we believe is the inevitable transition to semi-autonomous and eventually fully-autonomous vehicles, with design wins already secured with several leading [car makers],\" Gill wrote in a note to clients. </p> <p>Gill added that the transition could increase the average selling price and content per vehicle.</p> <p>RBC Capital Markets analyst Joseph Spak started coverage with an outperform rating and $41 price target, noting the company's growth is being driven by higher content L2+ SuperVision.</p> <p>This should drive ~32% revenue [compound annual growth rate] through 2026 and 37% EBITDA [compound annual growth rate] to ~$2.2B,\" Spak wrote.</p> <p>Mizuho analyst Vijay Rakesh started covering Mobileye (MBLY) with a buy rating and $35 price target, noting that it has roughly 70% market share of the camera-based ADAS market and it is now targeting consumer AD and commercial markets. </p> <p>\"The company has built deep relationships with most major auto OEMs, and has a strong product portfolio,\" Rakesh wrote in a note to clients, adding that the company could go after a potential $480B total addressable market.</p> <p>Last week, investment firm Baird started covering Mobileye (MBLY) with an outperform rating and a $36 price target, noting it gives investors an \"excellent base for growth\" as automated driving features continue to expand.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mobileye rises as Wall Street starts coverage on chipmaker, overwhelmingly positive</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\">\nMobileye rises as Wall Street starts coverage on chipmaker, overwhelmingly positive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3909997-mobileye-rises-as-wall-street-starts-coverage-on-chipmaker-overwhelmingly-positive><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mobileye (NASDAQ:MBLY) shares rose on Monday as the quiet period ended and Wall Street research firm started coverage, with analysts overwhelmingly positive on the Intel (INTC) spin-off. Raymond James...</p>\n\n<a href=\"https://seekingalpha.com/news/3909997-mobileye-rises-as-wall-street-starts-coverage-on-chipmaker-overwhelmingly-positive\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1198298583/image_1198298583.jpg","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4157":"电子设备和仪器","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","INTC":"英特尔","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4512":"苹果概念","BK4141":"半导体产品","BK4554":"元宇宙及AR概念","BK4575":"芯片概念","MBLY":"Mobileye Global Inc.","BK4515":"5G概念","BK4535":"淡马锡持仓"},"source_url":"https://seekingalpha.com/news/3909997-mobileye-rises-as-wall-street-starts-coverage-on-chipmaker-overwhelmingly-positive","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2285281610","content_text":"Mobileye (NASDAQ:MBLY) shares rose on Monday as the quiet period ended and Wall Street research firm started coverage, with analysts overwhelmingly positive on the Intel (INTC) spin-off. Raymond James analyst Brian Gesuale initiated coverage on Mobileye (MBLY) with a strong buy and $50 price target, noting that it is the \"pioneer and undisputed market leader\" for advanced driver assistance systems, or ADAS, in the automotive industry. \"A combination of fast-paced ADAS adoption, deeper penetration of a $40B [total addressable market], and rebound in auto production as supply chain constraints dissipate provide the foundation for ~40% sales [compound annual growth rate] from 2022-26,\" Gesuale wrote in a note to clients.  Gesuale added that in addition to Mobileye (MBLY) being a growth stock, it has \"proprietary solutions and high barriers\" to entry create an attractive model that supports gross margins in the ~70% range, 30-40% EBITDA margin range, and annual [free cash flow] generation at ~$400M.\" Mobileye (MBLY) shares rose more than 3% to $29.32 in premarket trading. Needham analyst Rajvindra Gill started coverage on Mobileye (MBLY) with a buy rating and $40 price target, noting that the company created a \"first-mover advantage\" in computer vision system-on-a-chips for ADAS more than 10 years ago and is still moving up the technology stack.  \"Over the next five years, we expect MBLY to benefit from what we believe is the inevitable transition to semi-autonomous and eventually fully-autonomous vehicles, with design wins already secured with several leading [car makers],\" Gill wrote in a note to clients.  Gill added that the transition could increase the average selling price and content per vehicle. RBC Capital Markets analyst Joseph Spak started coverage with an outperform rating and $41 price target, noting the company's growth is being driven by higher content L2+ SuperVision. This should drive ~32% revenue [compound annual growth rate] through 2026 and 37% EBITDA [compound annual growth rate] to ~$2.2B,\" Spak wrote. Mizuho analyst Vijay Rakesh started covering Mobileye (MBLY) with a buy rating and $35 price target, noting that it has roughly 70% market share of the camera-based ADAS market and it is now targeting consumer AD and commercial markets.  \"The company has built deep relationships with most major auto OEMs, and has a strong product portfolio,\" Rakesh wrote in a note to clients, adding that the company could go after a potential $480B total addressable market. Last week, investment firm Baird started covering Mobileye (MBLY) with an outperform rating and a $36 price target, noting it gives investors an \"excellent base for growth\" as automated driving features continue to expand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664460481,"gmtCreate":1668179483643,"gmtModify":1668179490109,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"有利于coinbase更加傲视加密市场之龙头","listText":"有利于coinbase更加傲视加密市场之龙头","text":"有利于coinbase更加傲视加密市场之龙头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664460481","repostId":"2282910744","repostType":2,"repost":{"id":"2282910744","pubTimestamp":1668177720,"share":"https://www.laohu8.com/m/news/2282910744?lang=&edition=full","pubTime":"2022-11-11 22:42","market":"sh","language":"zh","title":"美股异动| Coinbase(COIN.US)一度跌超8% FTX交易所申请破产","url":"https://stock-news.laohu8.com/highlight/detail?id=2282910744","media":"智通财经","summary":"智通财经APP获悉，周五，Coinbase(COIN.US)股价走低，一度跌超8%，截至发稿，该股跌幅缩窄至2.5%，报49.43美元。消息指出，FTX交易所申请破产。此前FTX爆发流动性危机，美国证券交易委员会(SEC)正在调查FTX联合创办人兼行政总裁Sam Bankman-Fried是否可能违反证券法规。","content":"<html><body><p>智通财经APP获悉，周五，Coinbase(COIN.US)股价走低，一度跌超8%，截至发稿，该股跌幅缩窄至2.5%，报49.43美元。消息指出，FTX交易所申请破产。</p><p>此前FTX爆发流动性危机，美国证券交易委员会(SEC)正在调查FTX联合创办人兼行政总裁Sam Bankman-Fried是否可能违反证券法规。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动| Coinbase(COIN.US)一度跌超8% FTX交易所申请破产</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动| Coinbase(COIN.US)一度跌超8% FTX交易所申请破产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 22:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/829659.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周五，Coinbase(COIN.US)股价走低，一度跌超8%，截至发稿，该股跌幅缩窄至2.5%，报49.43美元。消息指出，FTX交易所申请破产。此前FTX爆发流动性危机，美国证券交易委员会(SEC)正在调查FTX联合创办人兼行政总裁Sam Bankman-Fried是否可能违反证券法规。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/829659.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4112":"金融交易所和数据","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","COIN":"Coinbase Global, Inc.","BK4539":"次新股","BK4554":"元宇宙及AR概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/829659.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282910744","content_text":"智通财经APP获悉，周五，Coinbase(COIN.US)股价走低，一度跌超8%，截至发稿，该股跌幅缩窄至2.5%，报49.43美元。消息指出，FTX交易所申请破产。此前FTX爆发流动性危机，美国证券交易委员会(SEC)正在调查FTX联合创办人兼行政总裁Sam Bankman-Fried是否可能违反证券法规。","news_type":1},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664487650,"gmtCreate":1668178817270,"gmtModify":1668179817117,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a>fxt破产有利于监管引入并促使加密货币行业规范透明发展，有利于coinbase发展壮大","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a>fxt破产有利于监管引入并促使加密货币行业规范透明发展，有利于coinbase发展壮大","text":"$Coinbase Global, Inc.(COIN)$ fxt破产有利于监管引入并促使加密货币行业规范透明发展，有利于coinbase发展壮大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664487650","isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664485387,"gmtCreate":1668178079749,"gmtModify":1668178082541,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Ftx破产有利于规范化的coinbase","listText":"Ftx破产有利于规范化的coinbase","text":"Ftx破产有利于规范化的coinbase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664485387","repostId":"1146157400","repostType":2,"repost":{"id":"1146157400","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":1668177463,"share":"https://www.laohu8.com/m/news/1146157400?lang=&edition=full","pubTime":"2022-11-11 22:37","market":"us","language":"en","title":"Most Crypto Stocks Crashed in Morning Trading After FTX Has Filed for Bankruptcy","url":"https://stock-news.laohu8.com/highlight/detail?id=1146157400","media":"Tiger Newspress","summary":"Most Crypto stocks crashed in morning trading after FTX has filed for bankruptcy.Sam Bankman-Fried’s","content":"<html><head></head><body><p>Most Crypto stocks crashed in morning trading after FTX has filed for bankruptcy.<img src=\"https://static.tigerbbs.com/38444a8f126e31d0d251def5af0aa0b6\" tg-width=\"260\" tg-height=\"344\" width=\"100%\" height=\"auto\"/></p><p>Sam Bankman-Fried’s cryptocurrency exchange FTX has filed for Chapter 11 bankruptcy in the U.S., according to a company statement posted on Twitter. Bankman-Fried has also stepped down as CEO and has been replaced by John J. Ray III, though the outgoing chief will stay on to assist with the transition.</p><p>Alameda Research and approximately 130 additional affiliated companies are part of the voluntary proceedings.</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>Most Crypto Stocks Crashed in Morning Trading After FTX Has Filed for Bankruptcy</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\">\nMost Crypto Stocks Crashed in Morning Trading After FTX Has Filed for Bankruptcy\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\">2022-11-11 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Most Crypto stocks crashed in morning trading after FTX has filed for bankruptcy.<img src=\"https://static.tigerbbs.com/38444a8f126e31d0d251def5af0aa0b6\" tg-width=\"260\" tg-height=\"344\" width=\"100%\" height=\"auto\"/></p><p>Sam Bankman-Fried’s cryptocurrency exchange FTX has filed for Chapter 11 bankruptcy in the U.S., according to a company statement posted on Twitter. Bankman-Fried has also stepped down as CEO and has been replaced by John J. Ray III, though the outgoing chief will stay on to assist with the transition.</p><p>Alameda Research and approximately 130 additional affiliated companies are part of the voluntary proceedings.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","MARA":"Marathon Digital Holdings Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146157400","content_text":"Most Crypto stocks crashed in morning trading after FTX has filed for bankruptcy.Sam Bankman-Fried’s cryptocurrency exchange FTX has filed for Chapter 11 bankruptcy in the U.S., according to a company statement posted on Twitter. Bankman-Fried has also stepped down as CEO and has been replaced by John J. Ray III, though the outgoing chief will stay on to assist with the transition.Alameda Research and approximately 130 additional affiliated companies are part of the voluntary proceedings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687794242,"gmtCreate":1661250114087,"gmtModify":1661250114087,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Lucid再好的车，造不出来，也是枉然","listText":"Lucid再好的车，造不出来，也是枉然","text":"Lucid再好的车，造不出来，也是枉然","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687794242","repostId":"1185656120","repostType":2,"repost":{"id":"1185656120","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":1661243056,"share":"https://www.laohu8.com/m/news/1185656120?lang=&edition=full","pubTime":"2022-08-23 16:24","market":"us","language":"zh","title":"异动 | “黑天鹅”来袭！净利润同比降86%，Zoom大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1185656120","media":"老虎资讯综合","summary":"摘要：美股指期货上涨，每日优鲜跌3.8%，消息称每日优鲜便利购业务作价3000万元被收购；CrowdStrike上涨，巴克莱上调其目标价；Lucid涨超2%，再度推出顶级电动跑车。8月23日，美股指期","content":"<html><head></head><body><blockquote><b>摘要：美股指期货上涨，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌3.8%，消息称<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>便利购业务作价3000万元被收购；CrowdStrike上涨，巴克莱上调其目标价；Lucid涨超2%，再度推出顶级电动跑车。</b></blockquote><p>8月23日，美股指期货上涨，道指期货涨0.35%，纳指期货涨0.41%，标普500指数期货涨0.36%。<img src=\"https://static.tigerbbs.com/081f30170cd4b73fdb0ffaa2c6d2d7df\" tg-width=\"441\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/ZM\">Zoom</a>盘前跌超9%，Q2净利润同比大幅下降86%，公司下调第三季度和全年业绩指引。</p><p>每日优鲜盘前跌3.8%，消息称每日优鲜便利购业务作价3000万元被收购。此外，有供应商自称已拿到被拖欠的百万货款。</p><p><a href=\"https://laohu8.com/S/REV\">露华浓</a>盘前跌超3%，公司表示其股权无任何价值亦无需特殊保护。</p><p>DLocal盘前跌超7%，Q2经调整的EBTDA利润率下降至37.7%。</p><p><a href=\"https://laohu8.com/S/E\">埃尼石油</a>盘前涨超2%，于塞浦路斯海域发现储量708亿立方米的大型天然气田。</p><p>CrowdStrike盘前涨超2%，巴克莱上调其目标价至215美元。</p><p>Lucid盘前涨超2%，再度推出顶级电动跑车。Lucid近日又推出了顶级电动跑车Lucid Air Sapphire Edition，该车搭载了三电机动力总成，分别为两个后置电机和一个前置电机。Lucid声称，Lucid Air Sapphire Edition的马力超过了1200匹，这比<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model S Plaid还多200匹。</p><p><a href=\"https://laohu8.com/S/DADA\">达达集团</a>盘前涨逾8%，公司二季度营收同比增长55%。</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>异动 | “黑天鹅”来袭！净利润同比降86%，Zoom大跌</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动 | “黑天鹅”来袭！净利润同比降86%，Zoom大跌\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\">2022-08-23 16:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：美股指期货上涨，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌3.8%，消息称<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>便利购业务作价3000万元被收购；CrowdStrike上涨，巴克莱上调其目标价；Lucid涨超2%，再度推出顶级电动跑车。</b></blockquote><p>8月23日，美股指期货上涨，道指期货涨0.35%，纳指期货涨0.41%，标普500指数期货涨0.36%。<img src=\"https://static.tigerbbs.com/081f30170cd4b73fdb0ffaa2c6d2d7df\" tg-width=\"441\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/ZM\">Zoom</a>盘前跌超9%，Q2净利润同比大幅下降86%，公司下调第三季度和全年业绩指引。</p><p>每日优鲜盘前跌3.8%，消息称每日优鲜便利购业务作价3000万元被收购。此外，有供应商自称已拿到被拖欠的百万货款。</p><p><a href=\"https://laohu8.com/S/REV\">露华浓</a>盘前跌超3%，公司表示其股权无任何价值亦无需特殊保护。</p><p>DLocal盘前跌超7%，Q2经调整的EBTDA利润率下降至37.7%。</p><p><a href=\"https://laohu8.com/S/E\">埃尼石油</a>盘前涨超2%，于塞浦路斯海域发现储量708亿立方米的大型天然气田。</p><p>CrowdStrike盘前涨超2%，巴克莱上调其目标价至215美元。</p><p>Lucid盘前涨超2%，再度推出顶级电动跑车。Lucid近日又推出了顶级电动跑车Lucid Air Sapphire Edition，该车搭载了三电机动力总成，分别为两个后置电机和一个前置电机。Lucid声称，Lucid Air Sapphire Edition的马力超过了1200匹，这比<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model S Plaid还多200匹。</p><p><a href=\"https://laohu8.com/S/DADA\">达达集团</a>盘前涨逾8%，公司二季度营收同比增长55%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"BK4551":"寇图资本持仓","BK4023":"应用软件","LCID":"Lucid Group Inc",".DJI":"道琼斯","BK4525":"远程办公概念","BK4505":"高瓴资本持仓","MF":"每日优鲜","BK4548":"巴美列捷福持仓",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","ZM":"Zoom","BK4535":"淡马锡持仓","BK4528":"SaaS概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185656120","content_text":"摘要：美股指期货上涨，每日优鲜跌3.8%，消息称每日优鲜便利购业务作价3000万元被收购；CrowdStrike上涨，巴克莱上调其目标价；Lucid涨超2%，再度推出顶级电动跑车。8月23日，美股指期货上涨，道指期货涨0.35%，纳指期货涨0.41%，标普500指数期货涨0.36%。Zoom盘前跌超9%，Q2净利润同比大幅下降86%，公司下调第三季度和全年业绩指引。每日优鲜盘前跌3.8%，消息称每日优鲜便利购业务作价3000万元被收购。此外，有供应商自称已拿到被拖欠的百万货款。露华浓盘前跌超3%，公司表示其股权无任何价值亦无需特殊保护。DLocal盘前跌超7%，Q2经调整的EBTDA利润率下降至37.7%。埃尼石油盘前涨超2%，于塞浦路斯海域发现储量708亿立方米的大型天然气田。CrowdStrike盘前涨超2%，巴克莱上调其目标价至215美元。Lucid盘前涨超2%，再度推出顶级电动跑车。Lucid近日又推出了顶级电动跑车Lucid Air Sapphire Edition，该车搭载了三电机动力总成，分别为两个后置电机和一个前置电机。Lucid声称，Lucid Air Sapphire Edition的马力超过了1200匹，这比特斯拉Model S Plaid还多200匹。达达集团盘前涨逾8%，公司二季度营收同比增长55%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":622102476,"gmtCreate":1675254971195,"gmtModify":1675256375890,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","listText":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","text":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/622102476","repostId":"2308081283","repostType":4,"repost":{"id":"2308081283","pubTimestamp":1675246269,"share":"https://www.laohu8.com/m/news/2308081283?lang=&edition=full","pubTime":"2023-02-01 18:11","market":"us","language":"zh","title":"小摩：2023年市场最大风险是经济不衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=2308081283","media":"智通财经网","summary":"小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和","content":"<html><head></head><body><p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。</p><p>自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。</p><p>标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。</p><p>但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。</p><p>美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小摩：2023年市场最大风险是经济不衰退</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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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小摩：2023年市场最大风险是经济不衰退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-01 18:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/869739.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/869739.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11c9defb5a6364fafa902e502b1d3974","relate_stocks":{"LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4550":"红杉资本持仓","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4207":"综合性银行","LU0976567544.SGD":"FTIF - Templeton Global Income A 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Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358266394,"gmtCreate":1616700998018,"gmtModify":1616700998018,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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05:40","market":"us","language":"en","title":"Luminar 3rd-quarter sales miss Wall Street estimates, shares slip","url":"https://stock-news.laohu8.com/highlight/detail?id=2182206260","media":"StreetInsider","summary":"(Reuters) - Luminar Technologies Inc on Thursday delivered third-quarter sales that were below Wall ","content":"<p>(Reuters) - Luminar Technologies Inc on Thursday delivered third-quarter sales that were below Wall Street expectations, sending its shares down 2% in after-hours trading.</p>\n<p>Luminar makes a lidar sensor that helps self-driving cars and driver-assistance systems gain a three-dimensional view of the road. It has a deal with Volvo to put its sensors on the road starting next year.</p>\n<p>Sales for the quarter ended Sept. 30 totaled $8 million and adjusted losses were 10 cents per share. Analysts had expected sales of $8.89 million and adjusted losses of 10 cents per share, according to IBES data from Refinitiv.</p>\n<p>Luminar said it was maintaining its full-year sales forecast of $30 million to $33 million. Analysts expect full-year sales of $31.17 million, according to Refinitiv data.</p>\n<p><img src=\"https://static.tigerbbs.com/21bbcc2a68fe8245d019b649d870c724\" tg-width=\"876\" tg-height=\"637\" width=\"100%\" height=\"auto\"></p>","source":"highlight_streetinsider","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>Luminar 3rd-quarter sales miss Wall Street estimates, shares slip</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\">\nLuminar 3rd-quarter sales miss Wall Street estimates, shares slip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 05:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19200869><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Luminar Technologies Inc on Thursday delivered third-quarter sales that were below Wall Street expectations, sending its shares down 2% in after-hours trading.\nLuminar makes a lidar sensor...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19200869\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LAZR":"Luminar Technologies, Inc."},"source_url":"https://www.streetinsider.com/dr/news.php?id=19200869","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182206260","content_text":"(Reuters) - Luminar Technologies Inc on Thursday delivered third-quarter sales that were below Wall Street expectations, sending its shares down 2% in after-hours trading.\nLuminar makes a lidar sensor that helps self-driving cars and driver-assistance systems gain a three-dimensional view of the road. It has a deal with Volvo to put its sensors on the road starting next year.\nSales for the quarter ended Sept. 30 totaled $8 million and adjusted losses were 10 cents per share. Analysts had expected sales of $8.89 million and adjusted losses of 10 cents per share, according to IBES data from Refinitiv.\nLuminar said it was maintaining its full-year sales forecast of $30 million to $33 million. Analysts expect full-year sales of $31.17 million, according to Refinitiv data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332766713,"gmtCreate":1610464381732,"gmtModify":1703744567290,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>什么力量在拼命做空","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>什么力量在拼命做空","text":"$辉瑞(PFE)$什么力量在拼命做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/332766713","isVote":1,"tweetType":1,"viewCount":2082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199951696,"gmtCreate":1620666817215,"gmtModify":1620666817215,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>李彦宏没有人气，阳痿男","listText":"<a 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href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>祝贺进入1000亿序列，加油无止境","text":"$百度(BIDU)$祝贺进入1000亿序列，加油无止境","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383591196","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354799383,"gmtCreate":1617199948242,"gmtModify":1617199948242,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a>害人精","listText":"<a href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a>害人精","text":"$黑莓(BB)$害人精","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/354799383","isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364005717,"gmtCreate":1614783563239,"gmtModify":1703481110777,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>太垃圾的骗子公司，忽悠资本高手，失败项目","listText":"<a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>太垃圾的骗子公司，忽悠资本高手，失败项目","text":"$Luminar Technologies, Inc.(LAZR)$太垃圾的骗子公司，忽悠资本高手，失败项目","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/364005717","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385551791,"gmtCreate":1613566688813,"gmtModify":1613566688813,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a>此股已死","listText":"<a href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a>此股已死","text":"$黑莓(BB)$此股已死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385551791","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313741413,"gmtCreate":1611754347232,"gmtModify":1703753122570,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"扯淡的造谣，为主力出货不惜没有底线，特斯拉没有理由看得上比亚迪","listText":"扯淡的造谣，为主力出货不惜没有底线，特斯拉没有理由看得上比亚迪","text":"扯淡的造谣，为主力出货不惜没有底线，特斯拉没有理由看得上比亚迪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/313741413","repostId":"2106528058","repostType":2,"repost":{"id":"2106528058","pubTimestamp":1611749100,"share":"https://www.laohu8.com/m/news/2106528058?lang=&edition=full","pubTime":"2021-01-27 20:05","market":"sh","language":"zh","title":"媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2106528058","media":"cnBeta","summary":"媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，其在A股的股价为257元，市值为7011亿元。与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。","content":"<html><body><p>原标题：媒体曝<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>欲斥资2300亿元买入<a href=\"https://laohu8.com/S/002594\">比亚迪</a>20%股份 来源：快科技</p><p>今日，有媒体突然报道，美国特斯拉公司，<font>寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。</font>不过，当前的消息准确性正在核实。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021127/433/w969h264/20210127/6280-kicwvzr0866546.png/w720fin.jpg\"/></div><p>作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，<font>随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，</font>比亚迪也受到了车迷、投资者更热烈的关注与欢迎。</p><p>从去年年初至今，比亚迪的市值已经暴涨了近300%，并且前景市场依旧被看好，大有在资本市场，复制特斯拉神话的势头。</p><p>当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，<font>其在A股的股价为257元，市值为7011亿元。</font></p><p>与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。设计新能源汽车全产业链，比亚迪也都已通过自研方式贯通。</p><p><font>从电池、电机、三电系统、整车制造，比亚迪全部均有研发投入，目前也是国内为数不多的全产链自己制造的车企之一。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider2021127/204/w600h404/20210127/cd22-kicwvzr0732113.png/w720fin.jpg\"/></div><p>此外，前段时间，比亚迪发布了最新的“超级混动DM-i技术”，并且秦Plus是搭载该技术的首款车型。</p><p>与此前的DM车型相比较，DM-i更注重燃油经济性，<font>此前众多媒体实测秦Plus的亏电油耗，百公里仅2.6L左右，成绩相当惊人，直接超越以丰田、本田为代表的的油电混动油耗。</font></p><p>可以说，“超级混动DM-技术”的到来，直接把比亚迪的动力水平，拉到了全球第一梯队的水平。</p><p>而这势必也会为比亚迪带来更大的发展想象空间，资本向来都是抢先市场一步行动，特斯拉注意到比亚迪的迅猛发展势头，二者本身关系就是亦敌亦友，并且都作为全球知名的新能源汽车品牌，一同联手与传统汽车“作战”，也不是没有可能。</p></body></html>","source":"sina_symbol","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>媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份</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媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 20:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml><strong>cnBeta</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。不过，当前的消息准确性正在核实。作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，...</p>\n\n<a href=\"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70e102e507c2847f752c0a95880de78e","relate_stocks":{"002594":"比亚迪","TSLA":"特斯拉","01211":"比亚迪股份"},"source_url":"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106528058","content_text":"原标题：媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。不过，当前的消息准确性正在核实。作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，比亚迪也受到了车迷、投资者更热烈的关注与欢迎。从去年年初至今，比亚迪的市值已经暴涨了近300%，并且前景市场依旧被看好，大有在资本市场，复制特斯拉神话的势头。当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，其在A股的股价为257元，市值为7011亿元。与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。设计新能源汽车全产业链，比亚迪也都已通过自研方式贯通。从电池、电机、三电系统、整车制造，比亚迪全部均有研发投入，目前也是国内为数不多的全产链自己制造的车企之一。此外，前段时间，比亚迪发布了最新的“超级混动DM-i技术”，并且秦Plus是搭载该技术的首款车型。与此前的DM车型相比较，DM-i更注重燃油经济性，此前众多媒体实测秦Plus的亏电油耗，百公里仅2.6L左右，成绩相当惊人，直接超越以丰田、本田为代表的的油电混动油耗。可以说，“超级混动DM-技术”的到来，直接把比亚迪的动力水平，拉到了全球第一梯队的水平。而这势必也会为比亚迪带来更大的发展想象空间，资本向来都是抢先市场一步行动，特斯拉注意到比亚迪的迅猛发展势头，二者本身关系就是亦敌亦友，并且都作为全球知名的新能源汽车品牌，一同联手与传统汽车“作战”，也不是没有可能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397437730,"gmtCreate":1608306687920,"gmtModify":1703852426780,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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