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人之道旅行者

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人之道旅行者

05-28

$苹果(AAPL)$ 苹果被列入了五家据说能达到10万亿美元市值的公司名单。我知道这个预测有点遥远，但看到苹果在名单里我还是挺高兴的。如果我能活到那天，并且还持有现在这些股份...那感觉会非常棒。这些年有不少人劝我卖掉苹果，我只是笑笑，没理会他们。

人之道旅行者

2021-11-17

但是为什么星展银行

@邹咏翰:星展银行、华侨银行、大华银行：新加坡三大银行 2021 年 3 季度业绩大比拼

人之道旅行者

01-05

没有 $苹果(AAPL)$ 的世界。

人之道旅行者

2025-09-30

$苹果(AAPL)$ 上次财报表现亮眼，期待股价先破260再冲300大关

人之道旅行者

05-21

$苹果(AAPL)$ 苹果将让库克以极高的姿态退休。

人之道旅行者

05-08

$苹果(AAPL)$ 苹果赶紧突破300美元吧！

人之道旅行者

04-28

$苹果(AAPL)$ 我看，周四前可能再来一波+5到+7的上涨。

去老虎APP查看更多动态

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苹果将让库克以极高的姿态退休。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566629531242856","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561882661314592,"gmtCreate":1778199788000,"gmtModify":1778218195418,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;苹果赶紧突破300美元吧！","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;苹果赶紧突破300美元吧！","text":"$苹果(AAPL)$ 苹果赶紧突破300美元吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561882661314592","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558446655758360,"gmtCreate":1777335581000,"gmtModify":1777437500932,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>我看，周四前可能再来一波+5到+7的上涨。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>我看，周四前可能再来一波+5到+7的上涨。","text":"$苹果(AAPL)$ 我看，周四前可能再来一波+5到+7的上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558446655758360","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554602400915536,"gmtCreate":1776364493000,"gmtModify":1776415416086,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;苹果有一堆新产品要上市了。加入这个生态系统的人越多，服务业务的增长空间就越大。在我看来，股价应该会继续保持稳步上升的势头。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;苹果有一堆新产品要上市了。加入这个生态系统的人越多，服务业务的增长空间就越大。在我看来，股价应该会继续保持稳步上升的势头。","text":"$苹果(AAPL)$ 苹果有一堆新产品要上市了。加入这个生态系统的人越多，服务业务的增长空间就越大。在我看来，股价应该会继续保持稳步上升的势头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554602400915536","isVote":1,"tweetType":1,"viewCount":1625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554129428800320,"gmtCreate":1776284526000,"gmtModify":1776306844569,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>iPhone在高端奢侈手机市场的定位，对苹果的商业模式挺重要的。这部分消费者换机更频繁、更可预测，为苹果提供了来自换机周期的稳定收入流。不过对我来说，更重要的是这些用户更愿意购买高毛利的订阅和服务，这让他们被锁在苹果生态里。这些高消费用户花钱也多，这反过来又推动了苹果快速增长的数字钱包业务——Apple Pay。 苹果商业模式的一个妙处在于，一旦用户买了苹果设备，他们很快就会被锁进它的生态系统。每拍一张照片、下载一个应用、购买一项订阅，离开的难度就增加一分。它的iPhone和其他设备，现在本质上成了驱动其高利润服务与支付业务的入口。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>iPhone在高端奢侈手机市场的定位，对苹果的商业模式挺重要的。这部分消费者换机更频繁、更可预测，为苹果提供了来自换机周期的稳定收入流。不过对我来说，更重要的是这些用户更愿意购买高毛利的订阅和服务，这让他们被锁在苹果生态里。这些高消费用户花钱也多，这反过来又推动了苹果快速增长的数字钱包业务——Apple Pay。 苹果商业模式的一个妙处在于，一旦用户买了苹果设备，他们很快就会被锁进它的生态系统。每拍一张照片、下载一个应用、购买一项订阅，离开的难度就增加一分。它的iPhone和其他设备，现在本质上成了驱动其高利润服务与支付业务的入口。","text":"$苹果(AAPL)$ iPhone在高端奢侈手机市场的定位，对苹果的商业模式挺重要的。这部分消费者换机更频繁、更可预测，为苹果提供了来自换机周期的稳定收入流。不过对我来说，更重要的是这些用户更愿意购买高毛利的订阅和服务，这让他们被锁在苹果生态里。这些高消费用户花钱也多，这反过来又推动了苹果快速增长的数字钱包业务——Apple Pay。 苹果商业模式的一个妙处在于，一旦用户买了苹果设备，他们很快就会被锁进它的生态系统。每拍一张照片、下载一个应用、购买一项订阅，离开的难度就增加一分。它的iPhone和其他设备，现在本质上成了驱动其高利润服务与支付业务的入口。","images":[{"img":"https://static.tigerbbs.com/9819f11af86adf5749e44818cef9246d","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554129428800320","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":553819650433104,"gmtCreate":1776213685000,"gmtModify":1776220195183,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;美国银行的Wamsi Mohan把苹果的目标价从320美元上调到了325美元，同时维持买入评级。Q2 FY26的营收预测1130亿美元和每股收益2.00美元，都超过了华尔街的预期。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;美国银行的Wamsi Mohan把苹果的目标价从320美元上调到了325美元，同时维持买入评级。Q2 FY26的营收预测1130亿美元和每股收益2.00美元，都超过了华尔街的预期。","text":"$苹果(AAPL)$ 美国银行的Wamsi Mohan把苹果的目标价从320美元上调到了325美元，同时维持买入评级。Q2 FY26的营收预测1130亿美元和每股收益2.00美元，都超过了华尔街的预期。","images":[{"img":"https://static.tigerbbs.com/2d950748301496635ae4fcb8801506c3","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553819650433104","isVote":1,"tweetType":1,"viewCount":1407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":550951643545640,"gmtCreate":1775545142000,"gmtModify":1775551886818,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>苹果的本地AI设备策略看来是走对了。Alphabet、亚马逊和微软的数据中心正受到环境审查。连他们的股东都在担心冷却用了多少水。再加上能源消耗和噪音污染，数据中心建设因社区反对而延迟和取消。这会有助于苹果显示他们选对了AI使用路径。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>苹果的本地AI设备策略看来是走对了。Alphabet、亚马逊和微软的数据中心正受到环境审查。连他们的股东都在担心冷却用了多少水。再加上能源消耗和噪音污染，数据中心建设因社区反对而延迟和取消。这会有助于苹果显示他们选对了AI使用路径。","text":"$苹果(AAPL)$ 苹果的本地AI设备策略看来是走对了。Alphabet、亚马逊和微软的数据中心正受到环境审查。连他们的股东都在担心冷却用了多少水。再加上能源消耗和噪音污染，数据中心建设因社区反对而延迟和取消。这会有助于苹果显示他们选对了AI使用路径。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550951643545640","isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529901405458552,"gmtCreate":1770386129000,"gmtModify":1770636588086,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>盘前缓缓爬升。开盘上涨。保持上涨直至收盘。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>盘前缓缓爬升。开盘上涨。保持上涨直至收盘。","text":"$苹果(AAPL)$ 盘前缓缓爬升。开盘上涨。保持上涨直至收盘。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529901405458552","isVote":1,"tweetType":1,"viewCount":1527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521411077693696,"gmtCreate":1768319767000,"gmtModify":1768361226865,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>肯定会拿下整个AI竞赛，还花不了多少钱。太牛了<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>！","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>肯定会拿下整个AI竞赛，还花不了多少钱。太牛了<a 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空头们正被轧空，快要没气了。好股票可不会一直被压着！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519963936092440","isVote":1,"tweetType":1,"viewCount":2262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518607550706016,"gmtCreate":1767618699000,"gmtModify":1767681077669,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"没有 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 的世界。","listText":"没有 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 的世界。","text":"没有 $苹果(AAPL)$ 的世界。","images":[{"img":"https://static.tigerbbs.com/f4ea84d03652b1653882a0ca6d11ddac","width":"360","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518607550706016","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":513590999134288,"gmtCreate":1766433189000,"gmtModify":1766478511782,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>门店挤得水泄不通，产品都快要被抢空了，这季度业绩怕是要爆表","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>门店挤得水泄不通，产品都快要被抢空了，这季度业绩怕是要爆表","text":"$苹果(AAPL)$ 门店挤得水泄不通，产品都快要被抢空了，这季度业绩怕是要爆表","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513590999134288","isVote":1,"tweetType":1,"viewCount":2031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509218204975232,"gmtCreate":1765341797000,"gmtModify":1765354810101,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>这个月的市场走势颇有意思，核心问题在于美联储会议后市场方向选择。究竟是会议后立即调整，还是维持当前趋势直至新周期开启？各位对后续走势有何高见？","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>这个月的市场走势颇有意思，核心问题在于美联储会议后市场方向选择。究竟是会议后立即调整，还是维持当前趋势直至新周期开启？各位对后续走势有何高见？","text":"$苹果(AAPL)$ 这个月的市场走势颇有意思，核心问题在于美联储会议后市场方向选择。究竟是会议后立即调整，还是维持当前趋势直至新周期开启？各位对后续走势有何高见？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509218204975232","isVote":1,"tweetType":1,"viewCount":1851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507332731850904,"gmtCreate":1764884758000,"gmtModify":1764917124089,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>这位老哥趁着难得的小幅回调，直接开启热狗狂欢模式...","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>这位老哥趁着难得的小幅回调，直接开启热狗狂欢模式...","text":"$苹果(AAPL)$ 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差点就摸到龙头宝座了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504193380044872","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492679405187320,"gmtCreate":1761243526000,"gmtModify":1761318337020,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>的Mac业务第三季度同比暴涨15%，在印度手机市场斩获10%份额，<a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$&nbsp;</a>再次上调预期。这波利好简直势如破竹！","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>的Mac业务第三季度同比暴涨15%，在印度手机市场斩获10%份额，<a 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data-views=\"1\"></v-v>&nbsp;苹果被列入了五家据说能达到10万亿美元市值的公司名单。我知道这个预测有点遥远，但看到苹果在名单里我还是挺高兴的。如果我能活到那天，并且还持有现在这些股份...那感觉会非常棒。这些年有不少人劝我卖掉苹果，我只是笑笑，没理会他们。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;苹果被列入了五家据说能达到10万亿美元市值的公司名单。我知道这个预测有点遥远，但看到苹果在名单里我还是挺高兴的。如果我能活到那天，并且还持有现在这些股份...那感觉会非常棒。这些年有不少人劝我卖掉苹果，我只是笑笑，没理会他们。","text":"$苹果(AAPL)$ 苹果被列入了五家据说能达到10万亿美元市值的公司名单。我知道这个预测有点遥远，但看到苹果在名单里我还是挺高兴的。如果我能活到那天，并且还持有现在这些股份...那感觉会非常棒。这些年有不少人劝我卖掉苹果，我只是笑笑，没理会他们。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/569081699209616","isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478238463695575","authorId":"3478238463695575","name":"可口可乐了凯里","avatar":"https://static.tigerbbs.com/990b16cb0e39aac1fb470cc459f16fe4","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3478238463695575","idStr":"3478238463695575"},"content":"很简单，翻个倍就 10 万亿了[DOGE]","text":"很简单，翻个倍就 10 万亿了[DOGE]","html":"很简单，翻个倍就 10 万亿了[DOGE]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878962863,"gmtCreate":1637140031452,"gmtModify":1637140031452,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"但是为什么星展银行","listText":"但是为什么星展银行","text":"但是为什么星展银行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878962863","repostId":"878993830","repostType":1,"repost":{"id":878993830,"gmtCreate":1637133151747,"gmtModify":1780587363734,"author":{"id":"3558908080415665","authorId":"3558908080415665","name":"邹咏翰","avatar":"https://static.tigerbbs.com/2abf7014742f3e282e9781e945db75b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558908080415665","idStr":"3558908080415665"},"themes":[],"title":"星展银行、华侨银行、大华银行：新加坡三大银行 2021 年 3 季度业绩大比拼","htmlText":"这三家新加坡银行刚发布季度财报，根据公告标题，我们可以看出它们表现相当出色。这一点也反映在其股价中。年初迄今，星展银行、大华银行和华侨银行的股价分别上涨 27%、22%和 19%。它们还跑赢了上涨 12.5%的新加坡海峡时报指数。在世界各地银行纷纷降低去年预留的准备金后，这三家本地银行取得出色业绩并非独有现象。实际上，鉴于经济不断复苏，通胀持续上涨，银行已跻身全球业绩最佳之列。当前的这种通胀环境不太可能是暂时现象。换言之，随着高利率提高银行的净息差收入，银行可能在未来受益。那么，作为一名投资者，您眼下是否应当留意银行？我们来看看这三家银行，分析一下哪家最好。1)收入这三家银行年初迄今均表现强劲，同时都降低了去年预留的信用准备金。i.星展银行星展银行 2021年 3季度净利润环比下降 1%。原因在于尽管贷款量增加 2%，但是净息差有所下降。此外，人工成本和对未来增长的投资导致支出增加 6%。同时，星展银行 2021年前 9个月的净收入 54.12亿新元，同比增长 42%。但是，细致分析其财务报表可以看出，绝大部分增长源于随着去年经济下滑后投资组合质量的改善，专项和通用准备金有所下降。ii.大华银行大华银行的净利润环比增长 1%，原因在于贷款增长3%，且净息差和费用收入同步增长。2021年前 9个月的净收入达 30.60亿新元，同比增长 37%，增长水平与星展银行类似，推动力是商业信心的提高和信用准备金的降低。整体准备金相应同比下降 53%，降至 5.46亿新元。iii.华侨银行华侨银行的净利润环比增长 5%，在三家银行中表现最佳。原因在于稳定的净利息收入（但净息差稍低）、费用收入增加以及人寿保险利润。不过，华侨银行的经营支出也增加了 4%。这是因为扩大商业运营造成人工成本增加，加之政府工作支持补贴较少。2021年前 9个月，华侨银行的净利润增长 58%，达 38.80亿新元，","listText":"这三家新加坡银行刚发布季度财报，根据公告标题，我们可以看出它们表现相当出色。这一点也反映在其股价中。年初迄今，星展银行、大华银行和华侨银行的股价分别上涨 27%、22%和 19%。它们还跑赢了上涨 12.5%的新加坡海峡时报指数。在世界各地银行纷纷降低去年预留的准备金后，这三家本地银行取得出色业绩并非独有现象。实际上，鉴于经济不断复苏，通胀持续上涨，银行已跻身全球业绩最佳之列。当前的这种通胀环境不太可能是暂时现象。换言之，随着高利率提高银行的净息差收入，银行可能在未来受益。那么，作为一名投资者，您眼下是否应当留意银行？我们来看看这三家银行，分析一下哪家最好。1)收入这三家银行年初迄今均表现强劲，同时都降低了去年预留的信用准备金。i.星展银行星展银行 2021年 3季度净利润环比下降 1%。原因在于尽管贷款量增加 2%，但是净息差有所下降。此外，人工成本和对未来增长的投资导致支出增加 6%。同时，星展银行 2021年前 9个月的净收入 54.12亿新元，同比增长 42%。但是，细致分析其财务报表可以看出，绝大部分增长源于随着去年经济下滑后投资组合质量的改善，专项和通用准备金有所下降。ii.大华银行大华银行的净利润环比增长 1%，原因在于贷款增长3%，且净息差和费用收入同步增长。2021年前 9个月的净收入达 30.60亿新元，同比增长 37%，增长水平与星展银行类似，推动力是商业信心的提高和信用准备金的降低。整体准备金相应同比下降 53%，降至 5.46亿新元。iii.华侨银行华侨银行的净利润环比增长 5%，在三家银行中表现最佳。原因在于稳定的净利息收入（但净息差稍低）、费用收入增加以及人寿保险利润。不过，华侨银行的经营支出也增加了 4%。这是因为扩大商业运营造成人工成本增加，加之政府工作支持补贴较少。2021年前 9个月，华侨银行的净利润增长 58%，达 38.80亿新元，","text":"这三家新加坡银行刚发布季度财报，根据公告标题，我们可以看出它们表现相当出色。这一点也反映在其股价中。年初迄今，星展银行、大华银行和华侨银行的股价分别上涨 27%、22%和 19%。它们还跑赢了上涨 12.5%的新加坡海峡时报指数。在世界各地银行纷纷降低去年预留的准备金后，这三家本地银行取得出色业绩并非独有现象。实际上，鉴于经济不断复苏，通胀持续上涨，银行已跻身全球业绩最佳之列。当前的这种通胀环境不太可能是暂时现象。换言之，随着高利率提高银行的净息差收入，银行可能在未来受益。那么，作为一名投资者，您眼下是否应当留意银行？我们来看看这三家银行，分析一下哪家最好。1)收入这三家银行年初迄今均表现强劲，同时都降低了去年预留的信用准备金。i.星展银行星展银行 2021年 3季度净利润环比下降 1%。原因在于尽管贷款量增加 2%，但是净息差有所下降。此外，人工成本和对未来增长的投资导致支出增加 6%。同时，星展银行 2021年前 9个月的净收入 54.12亿新元，同比增长 42%。但是，细致分析其财务报表可以看出，绝大部分增长源于随着去年经济下滑后投资组合质量的改善，专项和通用准备金有所下降。ii.大华银行大华银行的净利润环比增长 1%，原因在于贷款增长3%，且净息差和费用收入同步增长。2021年前 9个月的净收入达 30.60亿新元，同比增长 37%，增长水平与星展银行类似，推动力是商业信心的提高和信用准备金的降低。整体准备金相应同比下降 53%，降至 5.46亿新元。iii.华侨银行华侨银行的净利润环比增长 5%，在三家银行中表现最佳。原因在于稳定的净利息收入（但净息差稍低）、费用收入增加以及人寿保险利润。不过，华侨银行的经营支出也增加了 4%。这是因为扩大商业运营造成人工成本增加，加之政府工作支持补贴较少。2021年前 9个月，华侨银行的净利润增长 58%，达 38.80亿新元，","images":[{"img":"https://static.tigerbbs.com/35168e1bccba9e04805bc7de94ddaa70","width":"414","height":"219"},{"img":"https://static.tigerbbs.com/6a8326d54d23eba79b9bc8b44241d090","width":"414","height":"220"},{"img":"https://static.tigerbbs.com/6747ac54b31458ba2df4e991c38f5f99","width":"414","height":"234"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878993830","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":9111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518607550706016,"gmtCreate":1767618699000,"gmtModify":1767681077669,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"没有 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 的世界。","listText":"没有 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 的世界。","text":"没有 $苹果(AAPL)$ 的世界。","images":[{"img":"https://static.tigerbbs.com/f4ea84d03652b1653882a0ca6d11ddac","width":"360","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518607550706016","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":484175857730272,"gmtCreate":1759205728000,"gmtModify":1759223248400,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;上次财报表现亮眼，期待股价先破260再冲300大关","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;上次财报表现亮眼，期待股价先破260再冲300大关","text":"$苹果(AAPL)$ 上次财报表现亮眼，期待股价先破260再冲300大关","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484175857730272","isVote":1,"tweetType":1,"viewCount":2430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566629531242856,"gmtCreate":1779302921000,"gmtModify":1779349174775,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;苹果将让库克以极高的姿态退休。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;苹果将让库克以极高的姿态退休。","text":"$苹果(AAPL)$ 苹果将让库克以极高的姿态退休。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566629531242856","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561882661314592,"gmtCreate":1778199788000,"gmtModify":1778218195418,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;苹果赶紧突破300美元吧！","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;苹果赶紧突破300美元吧！","text":"$苹果(AAPL)$ 苹果赶紧突破300美元吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561882661314592","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558446655758360,"gmtCreate":1777335581000,"gmtModify":1777437500932,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>我看，周四前可能再来一波+5到+7的上涨。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>我看，周四前可能再来一波+5到+7的上涨。","text":"$苹果(AAPL)$ 我看，周四前可能再来一波+5到+7的上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558446655758360","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}