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在追赶微软谷歌，Meta市值7600亿还在追赶两个万亿巨头的科技公司（说的是美金），国内的“大”厂不跟随这个有违逻辑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236434493038592","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236191146582016,"gmtCreate":1698672597895,"gmtModify":1698672602560,"author":{"id":"9000000000000284","authorId":"9000000000000284","name":"蓝侧切0","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>微软收入拆分一个是按业务，一个是按产品。按业务里叫智能云，还有生产力及商业流程和更多个人计算机营收；按产品里分Office products and cloud service和Server Products and cloud service等等，但是这里头又弄出来个“微软云”，这个应该是智能云+office。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v 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明年预期非国标1800亿不到，股权激励300多亿还是要扣除的，剩下实际1400多亿的利润。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 单季度利润已经过110亿了，期待明年450到500亿应该合理。24年pe来到了16倍。瞬间感觉好多了。甚至腾讯明年16pe或投资部分打七折后的13pe，也没有那么吸引人了？ <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 明年预期非国标1800亿不到，股权激励300多亿还是要扣除的，剩下实际1400多亿的利润。","text":"$Meta Platforms(META)$ 单季度利润已经过110亿了，期待明年450到500亿应该合理。24年pe来到了16倍。瞬间感觉好多了。甚至腾讯明年16pe或投资部分打七折后的13pe，也没有那么吸引人了？ $腾讯控股(00700)$ 明年预期非国标1800亿不到，股权激励300多亿还是要扣除的，剩下实际1400多亿的利润。","images":[{"img":"https://static.tigerbbs.com/bd2ec4e0e26e304f90a947dcc1faa2c7","width":"859","height":"437"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236186812788848","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":235103992950896,"gmtCreate":1698407072543,"gmtModify":1698407073788,"author":{"id":"9000000000000284","authorId":"9000000000000284","name":"蓝侧切0","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>昨天提前预测苹果震荡下跌，做多在120至150。现在是巴菲特出货阶段，股价还不会暴跌。一旦巴菲特这个季度出完货，能够干漏80。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>昨天提前预测苹果震荡下跌，做多在120至150。现在是巴菲特出货阶段，股价还不会暴跌。一旦巴菲特这个季度出完货，能够干漏80。","text":"$苹果(AAPL)$ 昨天提前预测苹果震荡下跌，做多在120至150。现在是巴菲特出货阶段，股价还不会暴跌。一旦巴菲特这个季度出完货，能够干漏80。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/235103992950896","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":9,"crmLevelSwitch":1},"content":"在哪看到巴菲特出货?","text":"在哪看到巴菲特出货?","html":"在哪看到巴菲特出货?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234660462117000,"gmtCreate":1698316200840,"gmtModify":1698316203040,"author":{"id":"9000000000000284","authorId":"9000000000000284","name":"蓝侧切0","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/META\">$Meta(META)$</a> 的财报本来看上去还不错, 因此数字公布后, 盘后是先上涨4%左右. 但随后在与分析师的交流时间段, 股价开始快速下跌,目前大概是跌3%左右. (并且与数字广告板块个股形成了联动, 至少<a href=\"https://laohu8.com/S/GOOG\">$谷歌C(GOOG)$</a> 盘后同一时间继续下跌)可能是因为CFO在回答一个分析师提问时说到下季度和 2024 年的收入将高度依赖宏观因素，并表示他们看到由于以色列冲突，第四季度初广告支出暂停。(当然, Meta已经将这个因素放入了下季度展望中).","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/META\">$Meta(META)$</a> 的财报本来看上去还不错, 因此数字公布后, 盘后是先上涨4%左右. 但随后在与分析师的交流时间段, 股价开始快速下跌,目前大概是跌3%左右. (并且与数字广告板块个股形成了联动, 至少<a href=\"https://laohu8.com/S/GOOG\">$谷歌C(GOOG)$</a> 盘后同一时间继续下跌)可能是因为CFO在回答一个分析师提问时说到下季度和 2024 年的收入将高度依赖宏观因素，并表示他们看到由于以色列冲突，第四季度初广告支出暂停。(当然, Meta已经将这个因素放入了下季度展望中).","text":"$Meta Platforms(META)$ $谷歌(GOOG)$ $Meta(META)$ 的财报本来看上去还不错, 因此数字公布后, 盘后是先上涨4%左右. 但随后在与分析师的交流时间段, 股价开始快速下跌,目前大概是跌3%左右. 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"不在正式拿到牌照之前公开宣传小米汽车，这是雷军“讲政治”的高明之处，也是小米行稳致远的保障。拿稳了，不下车。 $小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234365108563968","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234005456179336,"gmtCreate":1698156287281,"gmtModify":1698157640645,"author":{"id":"9000000000000284","authorId":"9000000000000284","name":"蓝侧切0","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"李佳琦有流量，而且现在名声差，正好被京东做局拿来营销，也是够倒霉。其实这事完全是京东的问题，私自调低商户价格，还说是自己出钱补贴，以前也发生过，跟当初神州投诉一样，不经商户同意下调价格，拖几年都不结算货款。 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>","listText":"李佳琦有流量，而且现在名声差，正好被京东做局拿来营销，也是够倒霉。其实这事完全是京东的问题，私自调低商户价格，还说是自己出钱补贴，以前也发生过，跟当初神州投诉一样，不经商户同意下调价格，拖几年都不结算货款。 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>","text":"李佳琦有流量，而且现在名声差，正好被京东做局拿来营销，也是够倒霉。其实这事完全是京东的问题，私自调低商户价格，还说是自己出钱补贴，以前也发生过，跟当初神州投诉一样，不经商户同意下调价格，拖几年都不结算货款。 $京东(JD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234005456179336","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234004744986624,"gmtCreate":1698156235447,"gmtModify":1698156236815,"author":{"id":"9000000000000284","authorId":"9000000000000284","name":"蓝侧切0","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小米最重要的是系统稳定，电池续航够长，信号好，外观贴近苹果，性能就算落后一些也没有关系。价格比苹果便宜三分之一，不要搞哪些花里胡哨的东西，全球市场足够大，自然有它的份额。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 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href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>","listText":"这一万亿明显是补房地产下滑带来的窟窿，解决地方财政问题，方便做到雨露均沾。解决完地方财政问题，后面也许会有对大科技的扶植：新华社，中央财政将在今年四季度增发2023年国债10000亿元，增发的国债全部通过转移支付方式安排给地方，集中力量支持灾后恢复重建和弥补防灾减灾救灾短板，整体提升我国抵御自然灾害的能力。 <a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>","text":"这一万亿明显是补房地产下滑带来的窟窿，解决地方财政问题，方便做到雨露均沾。解决完地方财政问题，后面也许会有对大科技的扶植：新华社，中央财政将在今年四季度增发2023年国债10000亿元，增发的国债全部通过转移支付方式安排给地方，集中力量支持灾后恢复重建和弥补防灾减灾救灾短板，整体提升我国抵御自然灾害的能力。 $上证指数(000001.SH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234002511339656","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[],"lives":[]}
