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IP属地:江苏
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天虎
2022-11-16
是不是说老巴准备买入特斯拉
[得意]
芒格称赞特斯拉:汽车行业的小奇迹,马斯克做了件好事
天虎
2022-11-16
居民存款增多,并不能说明有需求的也有足够的存款,这些年放了很多水,而钱的总量是不会变化的,只能说明钱分配非常不均,第二就是对预期收入悲欢看法,而出口投资需求决定收入,现在能看的只有出口,但出口也是下滑的。总之有钱没需求,没钱有需求。$碧桂园(02007)$ $碧桂园服务(06098)$ $融创服务(01516)$ $保利物业(06049)$ $万科企业(02202)$
@价值投资为王:地产股暴涨,一批十倍股在路上!
天虎
2022-11-15
是不是应该卖出垃圾车,跟着老巴抄底芯片,只不过老巴这波抄芯片有点早,或者是放风出货,也未可知,毕竟是上季度的事了[正经]
$台积电(TSM)$
@iAm22:
$特斯拉(TSLA)$
垃圾车真是落后太多了!这涨幅🤮
$亚马逊(AMZN)$
$台积电(TSM)$
$拼多多(PDD)$
$腾讯控股(00700)$
天虎
2022-10-28
预示着经济衰退,如果在经济衰退期间还能大幅盈利的公司,能不断的创造新需求,那就是香饽饽,这是那一家公司呢[得意]
@话题虎:美股科技巨头沦陷,一夜没了2万亿,美股危?
天虎
2022-10-27
需求全面不行,但也意味着加息也到头了,明年或许会开启降息空间
@美股投资网:美股市场再一次证明,股票是反人性这个道理 【财报谷歌、微软】
天虎
2022-10-26
相信一龙的影响力,况且经济下行企业不愿意扩张,银行都求着贷款,反正大a是这样的。 推特的事如果周五结束,也算是尘埃落定。 虽然看似吃亏,但也能让一龙的计划提前实现。
@话题虎:收购推特落幕,特斯拉空头来袭,拉响200美元保卫战!
天虎
2022-10-20
[强]
@美港股观察社:周三盘后,特斯拉出财报了,non-GAAP的 EPS高于预期0.04美元,但是总收入214.5亿美元,比预期220.9亿美元要低。导致特斯拉盘后下跌超过6%,但其实这下跌的理由是站不住脚的,因为美元指数在三季度上涨了7.12%,如果把美元的上涨造成的负面影响剔除掉,其实是超预期的。我们可以来算算,按照2021年报,特斯拉有55%的收入来自海外,我们沿用这个比例。也就是说三季度的214.5亿美元总收入中有118亿美元(214.5×55%)需要调整外汇影响,调整后的总收入应该为222.9亿美元,这就还超过了预期2亿美元。 跳出这个这么细节的问题在5000亿美金市值以上的公司里面,特斯拉的收入增长是最快的。 来源:理杏仁 净利润的增长自然也是最快的,不过要注意的是,这两张图还没有把特斯拉三季度的数据更新上去。特斯拉三季度总收入同比增长56%,GAAP准则下的净利润同比增长103%。 来源:理杏仁 简单来说,特斯拉三季度的总收入和净利润对比二季度加速了。 这也就给了马斯克狂的理由,他在这次的电话会议上给特斯拉吹票,说认为特斯拉未来的市值能够远超过苹果目前的市值,甚至认为特斯拉有潜力增长至超过苹果和沙特阿美两者市值的加总。 来源:特斯拉2022三季度电话会议transcript 我们回到特斯拉的财报上,我很喜欢看特斯拉财报,因为里面有不少有意思的数据,例如这里,特斯拉把自己的收入增长和经营利润率拿过来和汽车行业、标普500对比。在收入方面,汽车行业整体在二季度已经进入负增长,特斯拉依然保持超过50%以上的增长。经营利润率方面,汽车行业整体不足10%,而特斯拉则超过了15%,甚至超过了标普500整体水平。 来源:特斯拉2022三季报 在交付方面,特斯拉给出了两个细节数据,一个是每个星期交付的情况,另一个是交付在途的情况。从这两组数据可以看到,无论在交付还是在途,都有一个周期性波动。根据
天虎
2022-10-18
没有对比没有伤害,看看其它的股吧,特别是芯片和其它电车股,机会是跌出来的,无论从估值跌幅,以及资金回流,当下m 股更有投资价值。
@话题虎:十天暴跌25%,股价已腰斩!特斯拉能否走出“至暗时刻”?
天虎
2022-10-18
对,什么企业能活下来,而且还能活的滋润。神车,主要看两点,自驾什么时候在全美能铺开。2,4680电池什么时候能大规模量产,关系到0-1新的增长点(皮卡卡车)。至于现在竞争激烈的乘用车在经济下滑期,不是好的投资方向,等一批车企破产之时或许才是时机。这也是为什么一龙放弃m2原因,费时费力可能还不赚钱。
$特斯拉(TSLA)$
@iAm22:今天和业内人聊了,确认新能源车企的需求均开始下降,不管是巨头
$比亚迪(002594)$
也一样!有些事带来的代价还是巨大的,太多的不确定性!消费端开始收缩,上游通胀没有停止!可能真的经济危机,真的通缩来了!我会看后续情况继续降低仓位,我的仓位,目前也只有
$特斯拉(TSLA)$
,如果遇到大幅反弹我会毫不犹豫的大幅降低仓位,保持低仓位,然后慢慢等好的价格加仓。 活下去,才最重要!
$苹果(AAPL)$
天虎
2022-10-14
$英伟达(NVDA)$
芯片死猫跳还是,看不到那些方面有乐观的预期
天虎
2022-10-12
[强]经济衰退,经济繁荣,不断更替,而每一次经济发展一定是由科技创新引领的。感觉一龙是多重人格,当然主人格是科技属性的。 话说今天数据大放水,大a大逆转,你是看好大a呢,还是小美,这数据感觉大a又要搞房产基建了,重回2014[捂脸]
抱歉,原内容已删除
天虎
2022-09-27
有波士顿一半的灵活就足够了,负重20公斤,速度8公里,已经超过大多数人了,关键是还是智能化,其中最重要的还是视觉的智能化,当然续航也很重要。
@小虎AV: 【特斯拉机器人能否成为现实?】人形机器人有未来吗?当埃隆·马斯克展示一个人形机器人时,我们探索了Engineered Arts——一个人形机器人工厂,与一个高度逼真的机器人的创造者一起。专家们分析了马斯克目前的提议,看看这些机器人如何成为现实。
$特斯拉(TSLA)$
天虎
2022-09-23
总之明年还要糟糕,留个印记,以待印证
@Alan聊特斯拉: 忘了加息吧,俄乌战争才刚开始,鲍威尔普京拜登都说了啥?美股崩盘,房地产也快了 #美联储 #fomc #房地产
忘了加息吧,俄乌战争才刚开始,鲍威尔普京拜登都说了啥?美股崩盘,房地产也快了 #美联储 #fomc #房地产
天虎
2022-09-15
当前苹果还有什么创新,还能创造什么新需求,没有实质性的创新,走下坡路是必然
苹果超越特斯拉成华尔街头号做空目标 但也有投行看高股价
天虎
2022-09-14
前瞻性很重要,走一步要看十步
马斯克呼应“木头姐”:美联储应降息25个基点
天虎
2022-09-14
通胀要素,货币,人力,资源,天气,其中最重要的还是人力成本,比如农业机械化的普及,使全球增加了多少粮食,所以大力发展智能机器人,大幅提高劳动效率,才是解决通胀最好的办法。
$特斯拉(TSLA)$
@美股解毒师:为何美国8月CPI又爆了?
天虎
2022-09-14
一龙也说可能要进入通缩,差不多了,可以提前布局了[开心]
@美股解毒师:为何美国8月CPI又爆了?
天虎
2022-09-09
“所以锂实际上是。..非常常见...几乎无处不在,但你必须将锂提炼成电池级碳酸锂和氢氧化锂,这必须是非常高的纯度,” 特斯拉进入锂精炼行业,将对现有的锂企是一种降维打击,留给其它锂企的时间不多了。
$智利矿业化工(SQM)$
Tesla's Planning a New Business. It's a License to Print Money, Says Musk. -- Barrons.com
天虎
2022-09-09
又多了个聚宝盆,其它锂矿可能不好过了
抱歉,原内容已删除
天虎
2022-09-08
没有创新,没有创造新的需求,只是老酒新瓶而以,在经济下行期,消费者根本没换机的动力
$苹果(AAPL)$
@话题虎:爆款新机来袭!选苹果还是选华为?苹果新机还是苹果股票?
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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芒格称赞特斯拉:汽车行业的小奇迹,马斯克做了件好事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 15:38 北京时间 <a href=https://tech.sina.cn/it/2022-11-16/detail-imqqsmrp6408844.d.html?vt=4><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者/孙铭蔚\n伯克希尔·哈撒韦公司副主席查理·芒格(Charlie Munger)高度评价了特斯拉,称特斯拉的成功是美国汽车产业的“小奇迹”。\n11月15日,芒格接受CNBC采访时,谈到了自己对特斯拉、美联储、加密货币、区块链的看法。\n特斯拉为人类文明做出真正的贡献\n芒格在接受采访时表示:“特斯拉如此成功,我真的有些惊讶。我不会把特斯拉和比特币画等号,特斯拉为文明做出一些真正的贡献。马斯克做了一些...</p>\n\n<a href=\"https://tech.sina.cn/it/2022-11-16/detail-imqqsmrp6408844.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/finance/transform/667/w400h267/20221116/228c-3dc821922d8d2bacd0142c0d21864dc8.jpg/w120h90l50t1c31.jpg","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSLA":"特斯拉","BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4581":"高盛持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology 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FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A(dist)"},"source_url":"https://tech.sina.cn/it/2022-11-16/detail-imqqsmrp6408844.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283522009","content_text":"记者/孙铭蔚\n伯克希尔·哈撒韦公司副主席查理·芒格(Charlie Munger)高度评价了特斯拉,称特斯拉的成功是美国汽车产业的“小奇迹”。\n11月15日,芒格接受CNBC采访时,谈到了自己对特斯拉、美联储、加密货币、区块链的看法。\n特斯拉为人类文明做出真正的贡献\n芒格在接受采访时表示:“特斯拉如此成功,我真的有些惊讶。我不会把特斯拉和比特币画等号,特斯拉为文明做出一些真正的贡献。马斯克做了一些其他人做不到的好事。”\n“在过去很长很长的时间里美国没有出现一家成功的新汽车公司,特斯拉汽车取得成功可以说是小奇迹。”芒格说。\n对此,马斯克在Twitter上发文表示了感谢。\n不需要对“绑架者”有利的货币\n随着加密货币帝国FTX集团轰然崩塌,这项引发颇多争议的另类资产再一次以负面形象出现在世人眼前。\n根据此前的公开数据,FTX在一级市场的估值最高曾达到320亿美元,用户数量也达到100万人。\n芒格在本次采访中再一次表达了对加密货币的厌恶。“在自己的国家看到那些有头有脸的人帮助这种东西存在,是一件令人痛苦的事情。这是一个非常、非常坏的东西,这个国家不需要对‘绑架者’有利的货币。”\n对于那些知名投资人和社会名流,芒格抨击称:“有些人觉得自己必须参与每一笔热门的交易,这完全是疯了,他们根本不在乎这是犯罪还是比特币。名誉是一个非常有用的东西,为了帮助推广这些骗局而毁坏自己的名声是非常巨大的错误。”\n在芒格看来,(在币圈)能看到非常多的妄想,一部分是欺诈,另外一部分是瞎想,“这俩是非常坏的组合”。\n芒格补充说,有人可以在一夜之间铸造一种新代币,这种新货币可以将一个12岁的孩子变成亿万富翁,这太疯狂了。\n芒格还称,数字货币的新颖性意味着监管机构未能意识到它的危险。他批评当局没有尽早禁止数字货币。\n不反对新事物\n芒格也不失惋惜地表示,当区块链这种好主意被过分使用时,就变成了坏主意(加密货币)。\n不过,芒格强调自己并不反对新技术。“我喜欢最好的风险投资家的投机资产,他们会给我们提供像Zoom这样的新公司,或者像Stripe这样的新公司。所以我喜欢他们创建的新公司,我很高兴我们有了新发明,所以我并不反对一切新事物。”\n芒格解释说,他只是认为走在一切新事物的前面有点像魔法和幻觉。“这些东西在起落时会造成巨大的伤害,甚至可以为大的衰退和萧条买单。他们在推动文明的衰落。”\n批评美联储能力不足\n“基本上来说,我喜欢央行的存在。”芒格说,“在一个法定货币的世界里,我们需要明智的中央银行。”\n但他同时也批评了美联储近期连连加息的激进行为,“世界需要有能力的中央银行,但与日本央行相比,美联储是一只几乎不会做任何事情的老鼠。”\n近年来日本央行将利率降至负利率,以刺激经济增长。芒格认为,如果美国陷入日本所遇到的那种麻烦,美联储也会做同样的事情。","news_type":1},"isVote":1,"tweetType":1,"viewCount":5731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667356860,"gmtCreate":1668590136951,"gmtModify":1668590139852,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"居民存款增多,并不能说明有需求的也有足够的存款,这些年放了很多水,而钱的总量是不会变化的,只能说明钱分配非常不均,第二就是对预期收入悲欢看法,而出口投资需求决定收入,现在能看的只有出口,但出口也是下滑的。总之有钱没需求,没钱有需求。$碧桂园(02007)$ $碧桂园服务(06098)$ $融创服务(01516)$ $保利物业(06049)$ $万科企业(02202)$","listText":"居民存款增多,并不能说明有需求的也有足够的存款,这些年放了很多水,而钱的总量是不会变化的,只能说明钱分配非常不均,第二就是对预期收入悲欢看法,而出口投资需求决定收入,现在能看的只有出口,但出口也是下滑的。总之有钱没需求,没钱有需求。$碧桂园(02007)$ $碧桂园服务(06098)$ $融创服务(01516)$ $保利物业(06049)$ $万科企业(02202)$","text":"居民存款增多,并不能说明有需求的也有足够的存款,这些年放了很多水,而钱的总量是不会变化的,只能说明钱分配非常不均,第二就是对预期收入悲欢看法,而出口投资需求决定收入,现在能看的只有出口,但出口也是下滑的。总之有钱没需求,没钱有需求。$碧桂园(02007)$ $碧桂园服务(06098)$ $融创服务(01516)$ $保利物业(06049)$ $万科企业(02202)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667356860","repostId":"667006327","repostType":1,"repost":{"id":667006327,"gmtCreate":1668415248570,"gmtModify":1668415355076,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"地产股暴涨,一批十倍股在路上!","htmlText":"今天,地产及产业链的股票涨疯了,碧桂园一度暴涨51%,要知道,此前碧桂园已经较底部涨了124%,短短9个交易日,碧桂园最大涨幅达到了248%! 奄奄一息的地产股怎么突然群魔乱舞了? 简单复盘下这轮地产危机始末。 2015年至2017年,地产行业迎来一波大牛,房价翻了数倍,人民群众苦不堪言,掏空六个钱包付首付成为普遍现象。 这波暴涨之后,各地出台了严格的限购政策,“房住不炒”成为高压线。 2020年疫情之后,国内经济下行,GDP增速放缓,人民消费意愿低迷,楼市雪上加霜! 此种背景之下,曾经依靠高负债的开发商出现债务危机,比如恒大地产、融创地产。 为了偿贷,地产开发商开始挪用物业子公司资金,一度引发市场用脚投票,相关产业链公司股价暴跌,碧桂园最大跌幅达到92.6%,恒大地产、融创中国从3月停牌至今,年报都无法正常披露… 意识到问题的严重性之后,地产政策逐步松绑,先是各地取消限购,而后央行下调5年期LPR,各地房贷利率不断下调,引发提前还贷潮。 虽然扶持政策接二连三出台,但是地产销售依然没见起色,比如刚刚过去的一周,中邮证券所覆盖的46个城市新建商品住宅共计成交295.4万㎡,环比下降25.1%,全国新房成交面积同比下降33.4%: 房地产如此惨淡,是居民收入不给力吗? 从居民新增存款来看,2022年1-9月达到13.21万亿元,而2021年全年为9.9万亿元,意味着今年前三季度居民新增存款超过了2021年全年,甚至高出了33.43%,实际上2022年上半年居民存款(10.33万亿元)已经超过了去年全年! 也就是说,现在人不买房,不是因为没有钱,而是没有信心! 一方面是疫情,消费者担忧未来,不敢消费,更不敢贷款。另一方面,地产危机发酵,很多期房无法交付,引发巨大的信任危机。 而今日引发地产股暴涨的主要原因就是信心有望重燃! 11月11日,中国人民银行、银保监会出台十六条措施支持房","listText":"今天,地产及产业链的股票涨疯了,碧桂园一度暴涨51%,要知道,此前碧桂园已经较底部涨了124%,短短9个交易日,碧桂园最大涨幅达到了248%! 奄奄一息的地产股怎么突然群魔乱舞了? 简单复盘下这轮地产危机始末。 2015年至2017年,地产行业迎来一波大牛,房价翻了数倍,人民群众苦不堪言,掏空六个钱包付首付成为普遍现象。 这波暴涨之后,各地出台了严格的限购政策,“房住不炒”成为高压线。 2020年疫情之后,国内经济下行,GDP增速放缓,人民消费意愿低迷,楼市雪上加霜! 此种背景之下,曾经依靠高负债的开发商出现债务危机,比如恒大地产、融创地产。 为了偿贷,地产开发商开始挪用物业子公司资金,一度引发市场用脚投票,相关产业链公司股价暴跌,碧桂园最大跌幅达到92.6%,恒大地产、融创中国从3月停牌至今,年报都无法正常披露… 意识到问题的严重性之后,地产政策逐步松绑,先是各地取消限购,而后央行下调5年期LPR,各地房贷利率不断下调,引发提前还贷潮。 虽然扶持政策接二连三出台,但是地产销售依然没见起色,比如刚刚过去的一周,中邮证券所覆盖的46个城市新建商品住宅共计成交295.4万㎡,环比下降25.1%,全国新房成交面积同比下降33.4%: 房地产如此惨淡,是居民收入不给力吗? 从居民新增存款来看,2022年1-9月达到13.21万亿元,而2021年全年为9.9万亿元,意味着今年前三季度居民新增存款超过了2021年全年,甚至高出了33.43%,实际上2022年上半年居民存款(10.33万亿元)已经超过了去年全年! 也就是说,现在人不买房,不是因为没有钱,而是没有信心! 一方面是疫情,消费者担忧未来,不敢消费,更不敢贷款。另一方面,地产危机发酵,很多期房无法交付,引发巨大的信任危机。 而今日引发地产股暴涨的主要原因就是信心有望重燃! 11月11日,中国人民银行、银保监会出台十六条措施支持房","text":"今天,地产及产业链的股票涨疯了,碧桂园一度暴涨51%,要知道,此前碧桂园已经较底部涨了124%,短短9个交易日,碧桂园最大涨幅达到了248%! 奄奄一息的地产股怎么突然群魔乱舞了? 简单复盘下这轮地产危机始末。 2015年至2017年,地产行业迎来一波大牛,房价翻了数倍,人民群众苦不堪言,掏空六个钱包付首付成为普遍现象。 这波暴涨之后,各地出台了严格的限购政策,“房住不炒”成为高压线。 2020年疫情之后,国内经济下行,GDP增速放缓,人民消费意愿低迷,楼市雪上加霜! 此种背景之下,曾经依靠高负债的开发商出现债务危机,比如恒大地产、融创地产。 为了偿贷,地产开发商开始挪用物业子公司资金,一度引发市场用脚投票,相关产业链公司股价暴跌,碧桂园最大跌幅达到92.6%,恒大地产、融创中国从3月停牌至今,年报都无法正常披露… 意识到问题的严重性之后,地产政策逐步松绑,先是各地取消限购,而后央行下调5年期LPR,各地房贷利率不断下调,引发提前还贷潮。 虽然扶持政策接二连三出台,但是地产销售依然没见起色,比如刚刚过去的一周,中邮证券所覆盖的46个城市新建商品住宅共计成交295.4万㎡,环比下降25.1%,全国新房成交面积同比下降33.4%: 房地产如此惨淡,是居民收入不给力吗? 从居民新增存款来看,2022年1-9月达到13.21万亿元,而2021年全年为9.9万亿元,意味着今年前三季度居民新增存款超过了2021年全年,甚至高出了33.43%,实际上2022年上半年居民存款(10.33万亿元)已经超过了去年全年! 也就是说,现在人不买房,不是因为没有钱,而是没有信心! 一方面是疫情,消费者担忧未来,不敢消费,更不敢贷款。另一方面,地产危机发酵,很多期房无法交付,引发巨大的信任危机。 而今日引发地产股暴涨的主要原因就是信心有望重燃! 11月11日,中国人民银行、银保监会出台十六条措施支持房","images":[{"img":"https://static.tigerbbs.com/3a5b63da2dc7c4df2a9d55824c36c6c0","width":"632","height":"249"},{"img":"https://static.tigerbbs.com/921ac05c282dd07dfe54ed5f38ef9a1a","width":"632","height":"329"},{"img":"https://static.tigerbbs.com/4d1676b4bc0385714338d2f1238b102c","width":"632","height":"473"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667006327","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667968508,"gmtCreate":1668508010604,"gmtModify":1668508144351,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"是不是应该卖出垃圾车,跟着老巴抄底芯片,只不过老巴这波抄芯片有点早,或者是放风出货,也未可知,毕竟是上季度的事了[正经]<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>","listText":"是不是应该卖出垃圾车,跟着老巴抄底芯片,只不过老巴这波抄芯片有点早,或者是放风出货,也未可知,毕竟是上季度的事了[正经]<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>","text":"是不是应该卖出垃圾车,跟着老巴抄底芯片,只不过老巴这波抄芯片有点早,或者是放风出货,也未可知,毕竟是上季度的事了[正经]$台积电(TSM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667968508","repostId":"667981568","repostType":1,"repost":{"id":667981568,"gmtCreate":1668504406455,"gmtModify":1668504528208,"author":{"id":"127367578255012","authorId":"127367578255012","name":"iAm22","avatar":"https://static.tigerbbs.com/2c911514cff6758784e9ec02839cd3c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"127367578255012","authorIdStr":"127367578255012"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>垃圾车真是落后太多了!这涨幅🤮 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>垃圾车真是落后太多了!这涨幅🤮 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>","text":"$特斯拉(TSLA)$ 垃圾车真是落后太多了!这涨幅🤮 $亚马逊(AMZN)$ $台积电(TSM)$ $拼多多(PDD)$ $腾讯控股(00700)$","images":[{"img":"https://static.tigerbbs.com/61e15c02d4d4aeb83de7bff9d46f7fa5","width":"1122","height":"1076"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667981568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":15247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665321711,"gmtCreate":1666956009534,"gmtModify":1666956014070,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"预示着经济衰退,如果在经济衰退期间还能大幅盈利的公司,能不断的创造新需求,那就是香饽饽,这是那一家公司呢[得意]","listText":"预示着经济衰退,如果在经济衰退期间还能大幅盈利的公司,能不断的创造新需求,那就是香饽饽,这是那一家公司呢[得意]","text":"预示着经济衰退,如果在经济衰退期间还能大幅盈利的公司,能不断的创造新需求,那就是香饽饽,这是那一家公司呢[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665321711","repostId":"665398436","repostType":1,"repost":{"id":665398436,"gmtCreate":1666937596726,"gmtModify":1666937891407,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"美股科技巨头沦陷,一夜没了2万亿,美股危?","htmlText":"本周美股科技巨头财报,相当惨烈周四盘后,<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 公布了第三季度财报,营收未及预期,并且公司四季度的指引也比较失望,盘后,公司股价大跌12.73%,年内跌幅34.88%不只亚马逊,周三盘后,<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 也发布了不及预期的Q3财报,周四股价暴跌近25%。今年以来,Meta的市值一路下滑,从最高近1万亿美元蒸发超7300亿美元,只剩下2600亿美元的市值,跌出了市值排名前20 周二盘后公布的<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 母公司Alphabet的财报,Q3营收、利润均不及预期,盘后股价跌超6% <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 营收增速下降至5年最低,盘后股价跌近7% 虽然上周公布的<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 财报,收入、盈利还有付费用户都要超于预期,但今年跌的实在有点惨,距离年初股价近600美元的高点,仍然还是腰斩状态。不过这次<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 勉强独善其身,财报后盘后股价仅跌3.05%。仅仅昨天一夜,FAANMG六大科技巨头集体走低,总市值蒸发2766亿美元。投资公司Cherry Lane","listText":"本周美股科技巨头财报,相当惨烈周四盘后,<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 公布了第三季度财报,营收未及预期,并且公司四季度的指引也比较失望,盘后,公司股价大跌12.73%,年内跌幅34.88%不只亚马逊,周三盘后,<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 也发布了不及预期的Q3财报,周四股价暴跌近25%。今年以来,Meta的市值一路下滑,从最高近1万亿美元蒸发超7300亿美元,只剩下2600亿美元的市值,跌出了市值排名前20 周二盘后公布的<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 母公司Alphabet的财报,Q3营收、利润均不及预期,盘后股价跌超6% <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 营收增速下降至5年最低,盘后股价跌近7% 虽然上周公布的<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 财报,收入、盈利还有付费用户都要超于预期,但今年跌的实在有点惨,距离年初股价近600美元的高点,仍然还是腰斩状态。不过这次<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 勉强独善其身,财报后盘后股价仅跌3.05%。仅仅昨天一夜,FAANMG六大科技巨头集体走低,总市值蒸发2766亿美元。投资公司Cherry Lane","text":"本周美股科技巨头财报,相当惨烈周四盘后,$亚马逊(AMZN)$ 公布了第三季度财报,营收未及预期,并且公司四季度的指引也比较失望,盘后,公司股价大跌12.73%,年内跌幅34.88%不只亚马逊,周三盘后,$Meta Platforms(META)$ 也发布了不及预期的Q3财报,周四股价暴跌近25%。今年以来,Meta的市值一路下滑,从最高近1万亿美元蒸发超7300亿美元,只剩下2600亿美元的市值,跌出了市值排名前20 周二盘后公布的$谷歌(GOOG)$ 母公司Alphabet的财报,Q3营收、利润均不及预期,盘后股价跌超6% $微软(MSFT)$ 营收增速下降至5年最低,盘后股价跌近7% 虽然上周公布的$奈飞(NFLX)$ 财报,收入、盈利还有付费用户都要超于预期,但今年跌的实在有点惨,距离年初股价近600美元的高点,仍然还是腰斩状态。不过这次$苹果(AAPL)$ 勉强独善其身,财报后盘后股价仅跌3.05%。仅仅昨天一夜,FAANMG六大科技巨头集体走低,总市值蒸发2766亿美元。投资公司Cherry Lane","images":[{"img":"https://static.tigerbbs.com/2bb64c01019e4efbdcfafec08357a0ec","width":"240","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665398436","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665903987,"gmtCreate":1666865123749,"gmtModify":1666865127032,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"需求全面不行,但也意味着加息也到头了,明年或许会开启降息空间","listText":"需求全面不行,但也意味着加息也到头了,明年或许会开启降息空间","text":"需求全面不行,但也意味着加息也到头了,明年或许会开启降息空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665903987","repostId":"662476131","repostType":1,"repost":{"id":662476131,"gmtCreate":1666745232423,"gmtModify":1666747835510,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478213283465426","authorIdStr":"3478213283465426"},"themes":[],"title":"美股市场再一次证明,股票是反人性这个道理 【财报谷歌、微软】","htmlText":"从本质上来说,投资本来就是一项少数人才能够获得成功的事。如果每个人都能成功投资,那投资就和吃饭、喝水一样,过于简单,那么社会上的其他工作就没人想去参与了。 比如,上周社交媒体 <a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> 暴雷大跌32%,财报数据充分地告诉投资者 现在的数字广告业已经进入寒冬,在通胀和利率不断上升的情况下,企业纷纷削减预算,SNAP很难赚到商家的广告钱,这是事实。但在昨天和今天,SNAP的 股价连续两天大涨10%以上,累计涨幅30%, 技术面上称为缺口回补,“反人性”的现象就体现在SNAP的基本面根本没有发生改变,谁也不想去抄底这家财报这么烂的公司,那它偏偏要涨给你看。 而今天,同样在社交广告板块的<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ,跟着大盘出现上涨,但明明有SNAP 这个作为前车之鉴,盘后也有谷歌发布财报,我想问,META上涨6%的动力在哪? 你背后买你股票的人的勇气是谁给你的?你明知道社交板块是暴雷,还冲进去?这不也是市场的“反人性”的体现吗?会让人出现自我怀疑的情况。 但是 说完这些大道理后,我们还是要回归实打实的分析,基于科学、大数据提供给我们的信号。在美股大数据StockWe 期权异动大单界面,我们可以看到 在10月19日,上周三,机构交易员买入了谷歌 GOOGL 多个上千万美元的看跌期权PUT,到期日是11月18日和2023年的1月20日,而买入GOOG","listText":"从本质上来说,投资本来就是一项少数人才能够获得成功的事。如果每个人都能成功投资,那投资就和吃饭、喝水一样,过于简单,那么社会上的其他工作就没人想去参与了。 比如,上周社交媒体 <a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> 暴雷大跌32%,财报数据充分地告诉投资者 现在的数字广告业已经进入寒冬,在通胀和利率不断上升的情况下,企业纷纷削减预算,SNAP很难赚到商家的广告钱,这是事实。但在昨天和今天,SNAP的 股价连续两天大涨10%以上,累计涨幅30%, 技术面上称为缺口回补,“反人性”的现象就体现在SNAP的基本面根本没有发生改变,谁也不想去抄底这家财报这么烂的公司,那它偏偏要涨给你看。 而今天,同样在社交广告板块的<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ,跟着大盘出现上涨,但明明有SNAP 这个作为前车之鉴,盘后也有谷歌发布财报,我想问,META上涨6%的动力在哪? 你背后买你股票的人的勇气是谁给你的?你明知道社交板块是暴雷,还冲进去?这不也是市场的“反人性”的体现吗?会让人出现自我怀疑的情况。 但是 说完这些大道理后,我们还是要回归实打实的分析,基于科学、大数据提供给我们的信号。在美股大数据StockWe 期权异动大单界面,我们可以看到 在10月19日,上周三,机构交易员买入了谷歌 GOOGL 多个上千万美元的看跌期权PUT,到期日是11月18日和2023年的1月20日,而买入GOOG","text":"从本质上来说,投资本来就是一项少数人才能够获得成功的事。如果每个人都能成功投资,那投资就和吃饭、喝水一样,过于简单,那么社会上的其他工作就没人想去参与了。 比如,上周社交媒体 $Snap Inc(SNAP)$ 暴雷大跌32%,财报数据充分地告诉投资者 现在的数字广告业已经进入寒冬,在通胀和利率不断上升的情况下,企业纷纷削减预算,SNAP很难赚到商家的广告钱,这是事实。但在昨天和今天,SNAP的 股价连续两天大涨10%以上,累计涨幅30%, 技术面上称为缺口回补,“反人性”的现象就体现在SNAP的基本面根本没有发生改变,谁也不想去抄底这家财报这么烂的公司,那它偏偏要涨给你看。 而今天,同样在社交广告板块的$Meta Platforms(META)$ 和$谷歌(GOOG)$ ,跟着大盘出现上涨,但明明有SNAP 这个作为前车之鉴,盘后也有谷歌发布财报,我想问,META上涨6%的动力在哪? 你背后买你股票的人的勇气是谁给你的?你明知道社交板块是暴雷,还冲进去?这不也是市场的“反人性”的体现吗?会让人出现自我怀疑的情况。 但是 说完这些大道理后,我们还是要回归实打实的分析,基于科学、大数据提供给我们的信号。在美股大数据StockWe 期权异动大单界面,我们可以看到 在10月19日,上周三,机构交易员买入了谷歌 GOOGL 多个上千万美元的看跌期权PUT,到期日是11月18日和2023年的1月20日,而买入GOOG","images":[{"img":"https://static.tigerbbs.com/15575bf7837980b9a4e7607babfbad75","width":"632","height":"453"},{"img":"https://static.tigerbbs.com/fb96d2bd85f0bc542acaf59f2598a04f","width":"325","height":"143"},{"img":"https://static.tigerbbs.com/348ce4809762da550d14aee4be970af8","width":"632","height":"442"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662476131","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662724009,"gmtCreate":1666777215701,"gmtModify":1666777478690,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"相信一龙的影响力,况且经济下行企业不愿意扩张,银行都求着贷款,反正大a是这样的。 推特的事如果周五结束,也算是尘埃落定。 虽然看似吃亏,但也能让一龙的计划提前实现。","listText":"相信一龙的影响力,况且经济下行企业不愿意扩张,银行都求着贷款,反正大a是这样的。 推特的事如果周五结束,也算是尘埃落定。 虽然看似吃亏,但也能让一龙的计划提前实现。","text":"相信一龙的影响力,况且经济下行企业不愿意扩张,银行都求着贷款,反正大a是这样的。 推特的事如果周五结束,也算是尘埃落定。 虽然看似吃亏,但也能让一龙的计划提前实现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662724009","repostId":"662716801","repostType":1,"repost":{"id":662716801,"gmtCreate":1666763612203,"gmtModify":1666763872112,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"收购推特落幕,特斯拉空头来袭,拉响200美元保卫战!","htmlText":"掰扯了近半年的马斯克收购推特案,终于要迎来结局了。周二,有知情者消息称,马斯克在周一与收购交易融资的银行开视频会议时承诺,到本周五完成交易。至此,这场经历了“一个非要买一个就不卖”,再到“一个不想买一个非得卖”,从对簿公堂再到松口收购的世纪收购案,终于有了要落幕的迹象。10月初,马斯克称他可以原价收购,但前提关键是他能不能收到130亿美元的债务融资。现在,媒体指出,周一会上的银行点头,将为已经马斯克提供130亿美元的债务融资,并且完成了最终的信贷协议,正在走最后阶段的签署流程。今时不同往日10月4日,马斯克提议原价收购推特,但遭到推特拒绝;10月6日,法院暂停审理马斯克收购推特案,要求到10月28日周五17点整,马斯克必须完成这项交易,如果交易未完成,将安排11月庭审据媒体报道,马斯克和推特双方谈判在态度上已经开始转变,都在为10月28日前的收购做准备。虽然还没有针对双方为啥突然有了突破进展的确切报道,但有分析认为,事情还未到真正板上钉钉的时候。受此消息影响,<a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> 推特昨日收涨2.45%,收盘52.78美元,刷新去年11月15日以来的新高,距离收购价54.2美元只有1.42美元特斯拉打响200美元保卫战今年以来<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 股价一路震荡向下,年内跌幅44%,同期<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 跌幅20%需求担忧、供应链、经济衰退等问题,始终萦绕在特斯拉的头顶,8月的拆股也没能拯救公司的股价,马斯克收购推特也依旧拖","listText":"掰扯了近半年的马斯克收购推特案,终于要迎来结局了。周二,有知情者消息称,马斯克在周一与收购交易融资的银行开视频会议时承诺,到本周五完成交易。至此,这场经历了“一个非要买一个就不卖”,再到“一个不想买一个非得卖”,从对簿公堂再到松口收购的世纪收购案,终于有了要落幕的迹象。10月初,马斯克称他可以原价收购,但前提关键是他能不能收到130亿美元的债务融资。现在,媒体指出,周一会上的银行点头,将为已经马斯克提供130亿美元的债务融资,并且完成了最终的信贷协议,正在走最后阶段的签署流程。今时不同往日10月4日,马斯克提议原价收购推特,但遭到推特拒绝;10月6日,法院暂停审理马斯克收购推特案,要求到10月28日周五17点整,马斯克必须完成这项交易,如果交易未完成,将安排11月庭审据媒体报道,马斯克和推特双方谈判在态度上已经开始转变,都在为10月28日前的收购做准备。虽然还没有针对双方为啥突然有了突破进展的确切报道,但有分析认为,事情还未到真正板上钉钉的时候。受此消息影响,<a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> 推特昨日收涨2.45%,收盘52.78美元,刷新去年11月15日以来的新高,距离收购价54.2美元只有1.42美元特斯拉打响200美元保卫战今年以来<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 股价一路震荡向下,年内跌幅44%,同期<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 跌幅20%需求担忧、供应链、经济衰退等问题,始终萦绕在特斯拉的头顶,8月的拆股也没能拯救公司的股价,马斯克收购推特也依旧拖","text":"掰扯了近半年的马斯克收购推特案,终于要迎来结局了。周二,有知情者消息称,马斯克在周一与收购交易融资的银行开视频会议时承诺,到本周五完成交易。至此,这场经历了“一个非要买一个就不卖”,再到“一个不想买一个非得卖”,从对簿公堂再到松口收购的世纪收购案,终于有了要落幕的迹象。10月初,马斯克称他可以原价收购,但前提关键是他能不能收到130亿美元的债务融资。现在,媒体指出,周一会上的银行点头,将为已经马斯克提供130亿美元的债务融资,并且完成了最终的信贷协议,正在走最后阶段的签署流程。今时不同往日10月4日,马斯克提议原价收购推特,但遭到推特拒绝;10月6日,法院暂停审理马斯克收购推特案,要求到10月28日周五17点整,马斯克必须完成这项交易,如果交易未完成,将安排11月庭审据媒体报道,马斯克和推特双方谈判在态度上已经开始转变,都在为10月28日前的收购做准备。虽然还没有针对双方为啥突然有了突破进展的确切报道,但有分析认为,事情还未到真正板上钉钉的时候。受此消息影响,$Twitter(TWTR)$ 推特昨日收涨2.45%,收盘52.78美元,刷新去年11月15日以来的新高,距离收购价54.2美元只有1.42美元特斯拉打响200美元保卫战今年以来$特斯拉(TSLA)$ 股价一路震荡向下,年内跌幅44%,同期$标普500(.SPX)$ 跌幅20%需求担忧、供应链、经济衰退等问题,始终萦绕在特斯拉的头顶,8月的拆股也没能拯救公司的股价,马斯克收购推特也依旧拖","images":[{"img":"https://static.tigerbbs.com/4cce165ee3c7273e707c1f8023f5b32b","width":"550","height":"911"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662716801","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"vote":{"id":2170,"gmtBegin":1666763736215,"gmtEnd":1667001315823,"type":1,"upper":1,"title":"特斯拉能够成功守住200美元","choices":[{"id":8547,"sort":1,"name":"周五收盘高于200美元,特斯拉胜!","userSize":88,"voted":false},{"id":8548,"sort":2,"name":"周五收盘低于200美元,空头胜!","userSize":36,"voted":false}]},"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662168944,"gmtCreate":1666264042688,"gmtModify":1666264045775,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"<a href=\"\">[强] </a>","listText":"<a href=\"\">[强] </a>","text":"[强] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662168944","repostId":"662163645","repostType":1,"repost":{"id":662163645,"gmtCreate":1666263269987,"gmtModify":1666264031491,"author":{"id":"3519157433193136","authorId":"3519157433193136","name":"美港股观察社","avatar":"https://static.tigerbbs.com/cfcc85fddcd77379cda6138d51be4c17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519157433193136","authorIdStr":"3519157433193136"},"themes":[],"title":"特斯拉三季报:把外汇影响算回去,诶!超预期了","htmlText":"\n \n \n 周三盘后,特斯拉出财报了,non-GAAP的 EPS高于预期0.04美元,但是总收入214.5亿美元,比预期220.9亿美元要低。导致特斯拉盘后下跌超过6%,但其实这下跌的理由是站不住脚的,因为美元指数在三季度上涨了7.12%,如果把美元的上涨造成的负面影响剔除掉,其实是超预期的。我们可以来算算,按照2021年报,特斯拉有55%的收入来自海外,我们沿用这个比例。也就是说三季度的214.5亿美元总收入中有118亿美元(214.5×55%)需要调整外汇影响,调整后的总收入应该为222.9亿美元,这就还超过了预期2亿美元。 跳出这个这么细节的问题在5000亿美金市值以上的公司里面,特斯拉的收入增长是最快的。 来源:理杏仁 净利润的增长自然也是最快的,不过要注意的是,这两张图还没有把特斯拉三季度的数据更新上去。特斯拉三季度总收入同比增长56%,GAAP准则下的净利润同比增长103%。 来源:理杏仁 简单来说,特斯拉三季度的总收入和净利润对比二季度加速了。 这也就给了马斯克狂的理由,他在这次的电话会议上给特斯拉吹票,说认为特斯拉未来的市值能够远超过苹果目前的市值,甚至认为特斯拉有潜力增长至超过苹果和沙特阿美两者市值的加总。 来源:特斯拉2022三季度电话会议transcript 我们回到特斯拉的财报上,我很喜欢看特斯拉财报,因为里面有不少有意思的数据,例如这里,特斯拉把自己的收入增长和经营利润率拿过来和汽车行业、标普500对比。在收入方面,汽车行业整体在二季度已经进入负增长,特斯拉依然保持超过50%以上的增长。经营利润率方面,汽车行业整体不足10%,而特斯拉则超过了15%,甚至超过了标普500整体水平。 来源:特斯拉2022三季报 在交付方面,特斯拉给出了两个细节数据,一个是每个星期交付的情况,另一个是交付在途的情况。从这两组数据可以看到,无论在交付还是在途,都有一个周期性波动。根据\n \n","listText":"周三盘后,特斯拉出财报了,non-GAAP的 EPS高于预期0.04美元,但是总收入214.5亿美元,比预期220.9亿美元要低。导致特斯拉盘后下跌超过6%,但其实这下跌的理由是站不住脚的,因为美元指数在三季度上涨了7.12%,如果把美元的上涨造成的负面影响剔除掉,其实是超预期的。我们可以来算算,按照2021年报,特斯拉有55%的收入来自海外,我们沿用这个比例。也就是说三季度的214.5亿美元总收入中有118亿美元(214.5×55%)需要调整外汇影响,调整后的总收入应该为222.9亿美元,这就还超过了预期2亿美元。 跳出这个这么细节的问题在5000亿美金市值以上的公司里面,特斯拉的收入增长是最快的。 来源:理杏仁 净利润的增长自然也是最快的,不过要注意的是,这两张图还没有把特斯拉三季度的数据更新上去。特斯拉三季度总收入同比增长56%,GAAP准则下的净利润同比增长103%。 来源:理杏仁 简单来说,特斯拉三季度的总收入和净利润对比二季度加速了。 这也就给了马斯克狂的理由,他在这次的电话会议上给特斯拉吹票,说认为特斯拉未来的市值能够远超过苹果目前的市值,甚至认为特斯拉有潜力增长至超过苹果和沙特阿美两者市值的加总。 来源:特斯拉2022三季度电话会议transcript 我们回到特斯拉的财报上,我很喜欢看特斯拉财报,因为里面有不少有意思的数据,例如这里,特斯拉把自己的收入增长和经营利润率拿过来和汽车行业、标普500对比。在收入方面,汽车行业整体在二季度已经进入负增长,特斯拉依然保持超过50%以上的增长。经营利润率方面,汽车行业整体不足10%,而特斯拉则超过了15%,甚至超过了标普500整体水平。 来源:特斯拉2022三季报 在交付方面,特斯拉给出了两个细节数据,一个是每个星期交付的情况,另一个是交付在途的情况。从这两组数据可以看到,无论在交付还是在途,都有一个周期性波动。根据","text":"周三盘后,特斯拉出财报了,non-GAAP的 EPS高于预期0.04美元,但是总收入214.5亿美元,比预期220.9亿美元要低。导致特斯拉盘后下跌超过6%,但其实这下跌的理由是站不住脚的,因为美元指数在三季度上涨了7.12%,如果把美元的上涨造成的负面影响剔除掉,其实是超预期的。我们可以来算算,按照2021年报,特斯拉有55%的收入来自海外,我们沿用这个比例。也就是说三季度的214.5亿美元总收入中有118亿美元(214.5×55%)需要调整外汇影响,调整后的总收入应该为222.9亿美元,这就还超过了预期2亿美元。 跳出这个这么细节的问题在5000亿美金市值以上的公司里面,特斯拉的收入增长是最快的。 来源:理杏仁 净利润的增长自然也是最快的,不过要注意的是,这两张图还没有把特斯拉三季度的数据更新上去。特斯拉三季度总收入同比增长56%,GAAP准则下的净利润同比增长103%。 来源:理杏仁 简单来说,特斯拉三季度的总收入和净利润对比二季度加速了。 这也就给了马斯克狂的理由,他在这次的电话会议上给特斯拉吹票,说认为特斯拉未来的市值能够远超过苹果目前的市值,甚至认为特斯拉有潜力增长至超过苹果和沙特阿美两者市值的加总。 来源:特斯拉2022三季度电话会议transcript 我们回到特斯拉的财报上,我很喜欢看特斯拉财报,因为里面有不少有意思的数据,例如这里,特斯拉把自己的收入增长和经营利润率拿过来和汽车行业、标普500对比。在收入方面,汽车行业整体在二季度已经进入负增长,特斯拉依然保持超过50%以上的增长。经营利润率方面,汽车行业整体不足10%,而特斯拉则超过了15%,甚至超过了标普500整体水平。 来源:特斯拉2022三季报 在交付方面,特斯拉给出了两个细节数据,一个是每个星期交付的情况,另一个是交付在途的情况。从这两组数据可以看到,无论在交付还是在途,都有一个周期性波动。根据","images":[{"img":"https://static.tigerbbs.com/d4bc7efae0ace6aedaebba3adaa7e348","width":"632","height":"232"},{"img":"https://static.tigerbbs.com/7ed0959730b564d8c76152158c4cf1e6","width":"632","height":"251"},{"img":"https://static.tigerbbs.com/8bc7e4099494571a696861509d9e1c66","width":"602","height":"289"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662163645","isVote":1,"tweetType":2,"object":{"id":"fd6ee64d9a32434a9da1b3a524d9c4a1","tweetId":"662163645","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/4387e9cf387702307375563080/0ajaaSxllowA.mp4","poster":"https://static.tigerbbs.com/ad33dbf1213e55340bb894f523ff8fc8"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662027540,"gmtCreate":1666082574380,"gmtModify":1666082577270,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"没有对比没有伤害,看看其它的股吧,特别是芯片和其它电车股,机会是跌出来的,无论从估值跌幅,以及资金回流,当下m 股更有投资价值。","listText":"没有对比没有伤害,看看其它的股吧,特别是芯片和其它电车股,机会是跌出来的,无论从估值跌幅,以及资金回流,当下m 股更有投资价值。","text":"没有对比没有伤害,看看其它的股吧,特别是芯片和其它电车股,机会是跌出来的,无论从估值跌幅,以及资金回流,当下m 股更有投资价值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662027540","repostId":"666796602","repostType":1,"repost":{"id":666796602,"gmtCreate":1665984496206,"gmtModify":1665984523808,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"十天暴跌25%,股价已腰斩!特斯拉能否走出“至暗时刻”?","htmlText":"周五,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 收盘跌幅7.55%,收盘价204.99美元。至此,美联储加息政策、市场抛售等多方因素影响下,特斯拉的股价已经从历史414.50美元高点腰斩,下跌50%,市值蒸发约4.6万亿元人民币.10月3日,特斯拉公布了2022年Q3交付数据,共生产365923辆汽车,交付Model S/X 18672辆,Model 3/Y 325158辆,共计343830辆,同比增长42.4%,创下迄今季度交付的新纪录。在前三季度特斯拉共交付了908573辆汽车,销量已经接近去年全年。不过,特斯拉Q3虽然交付创新高,但仍低于华尔街预期的35.8万辆。公司的说法,由于物流的影响,很多车仍在运输中。但是有分析师认为,特斯拉频频传出降价传闻,并且退出高额保险补贴,背后或许反映出市场需求压力。同时,特斯拉同样要面对供应短缺和原材料成本飙升带来的问题。最近根据外媒报道,马斯克又因收购推特的事情,被美国政府叫去接受调查。现在这个案子,兜兜转转遍地鸡毛,对特斯拉的股价可算不上好事。目前,特拉华州大法官kathleen McCormick已经发出指令,要求双方于10月28日下午5点之前完成交易,否则将在11月重新开启庭审。有猜测认为,马斯克可能会在财报发布后,抛售手里的特斯拉股票。特斯拉能否走出黑暗还得看特斯拉即将在10月19日公布的Q3财报。财报发布前,富国银行分析师Colin Langan预计公司的销售价格可能受到美元冲击,将特斯拉的目标价从280美元/股下调至230美元/股上周公布超预期的CPI数据,市场预期美联储将大幅加息,摩根大通首席执行官Jamie Dimon预测,经济衰退将在六到九个月后到来,股市可能会再跌20%。但也有分析认为,从技术面看,特斯拉目前已经严重超卖,据往日表现,大跌往往","listText":"周五,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 收盘跌幅7.55%,收盘价204.99美元。至此,美联储加息政策、市场抛售等多方因素影响下,特斯拉的股价已经从历史414.50美元高点腰斩,下跌50%,市值蒸发约4.6万亿元人民币.10月3日,特斯拉公布了2022年Q3交付数据,共生产365923辆汽车,交付Model S/X 18672辆,Model 3/Y 325158辆,共计343830辆,同比增长42.4%,创下迄今季度交付的新纪录。在前三季度特斯拉共交付了908573辆汽车,销量已经接近去年全年。不过,特斯拉Q3虽然交付创新高,但仍低于华尔街预期的35.8万辆。公司的说法,由于物流的影响,很多车仍在运输中。但是有分析师认为,特斯拉频频传出降价传闻,并且退出高额保险补贴,背后或许反映出市场需求压力。同时,特斯拉同样要面对供应短缺和原材料成本飙升带来的问题。最近根据外媒报道,马斯克又因收购推特的事情,被美国政府叫去接受调查。现在这个案子,兜兜转转遍地鸡毛,对特斯拉的股价可算不上好事。目前,特拉华州大法官kathleen McCormick已经发出指令,要求双方于10月28日下午5点之前完成交易,否则将在11月重新开启庭审。有猜测认为,马斯克可能会在财报发布后,抛售手里的特斯拉股票。特斯拉能否走出黑暗还得看特斯拉即将在10月19日公布的Q3财报。财报发布前,富国银行分析师Colin Langan预计公司的销售价格可能受到美元冲击,将特斯拉的目标价从280美元/股下调至230美元/股上周公布超预期的CPI数据,市场预期美联储将大幅加息,摩根大通首席执行官Jamie Dimon预测,经济衰退将在六到九个月后到来,股市可能会再跌20%。但也有分析认为,从技术面看,特斯拉目前已经严重超卖,据往日表现,大跌往往","text":"周五,$特斯拉(TSLA)$ 收盘跌幅7.55%,收盘价204.99美元。至此,美联储加息政策、市场抛售等多方因素影响下,特斯拉的股价已经从历史414.50美元高点腰斩,下跌50%,市值蒸发约4.6万亿元人民币.10月3日,特斯拉公布了2022年Q3交付数据,共生产365923辆汽车,交付Model S/X 18672辆,Model 3/Y 325158辆,共计343830辆,同比增长42.4%,创下迄今季度交付的新纪录。在前三季度特斯拉共交付了908573辆汽车,销量已经接近去年全年。不过,特斯拉Q3虽然交付创新高,但仍低于华尔街预期的35.8万辆。公司的说法,由于物流的影响,很多车仍在运输中。但是有分析师认为,特斯拉频频传出降价传闻,并且退出高额保险补贴,背后或许反映出市场需求压力。同时,特斯拉同样要面对供应短缺和原材料成本飙升带来的问题。最近根据外媒报道,马斯克又因收购推特的事情,被美国政府叫去接受调查。现在这个案子,兜兜转转遍地鸡毛,对特斯拉的股价可算不上好事。目前,特拉华州大法官kathleen McCormick已经发出指令,要求双方于10月28日下午5点之前完成交易,否则将在11月重新开启庭审。有猜测认为,马斯克可能会在财报发布后,抛售手里的特斯拉股票。特斯拉能否走出黑暗还得看特斯拉即将在10月19日公布的Q3财报。财报发布前,富国银行分析师Colin Langan预计公司的销售价格可能受到美元冲击,将特斯拉的目标价从280美元/股下调至230美元/股上周公布超预期的CPI数据,市场预期美联储将大幅加息,摩根大通首席执行官Jamie 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"对,什么企业能活下来,而且还能活的滋润。神车,主要看两点,自驾什么时候在全美能铺开。2,4680电池什么时候能大规模量产,关系到0-1新的增长点(皮卡卡车)。至于现在竞争激烈的乘用车在经济下滑期,不是好的投资方向,等一批车企破产之时或许才是时机。这也是为什么一龙放弃m2原因,费时费力可能还不赚钱。$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662014551","repostId":"666424989","repostType":1,"repost":{"id":666424989,"gmtCreate":1665922831942,"gmtModify":1665922846227,"author":{"id":"127367578255012","authorId":"127367578255012","name":"iAm22","avatar":"https://static.tigerbbs.com/2c911514cff6758784e9ec02839cd3c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"127367578255012","authorIdStr":"127367578255012"},"themes":[],"htmlText":"今天和业内人聊了,确认新能源车企的需求均开始下降,不管是巨头<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>也一样!有些事带来的代价还是巨大的,太多的不确定性!消费端开始收缩,上游通胀没有停止!可能真的经济危机,真的通缩来了!我会看后续情况继续降低仓位,我的仓位,目前也只有<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>芯片死猫跳还是,看不到那些方面有乐观的预期","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>芯片死猫跳还是,看不到那些方面有乐观的预期","text":"$英伟达(NVDA)$芯片死猫跳还是,看不到那些方面有乐观的预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666564735","isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666847590,"gmtCreate":1665572188210,"gmtModify":1665572190282,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"[强]经济衰退,经济繁荣,不断更替,而每一次经济发展一定是由科技创新引领的。感觉一龙是多重人格,当然主人格是科技属性的。 话说今天数据大放水,大a大逆转,你是看好大a呢,还是小美,这数据感觉大a又要搞房产基建了,重回2014[捂脸]","listText":"[强]经济衰退,经济繁荣,不断更替,而每一次经济发展一定是由科技创新引领的。感觉一龙是多重人格,当然主人格是科技属性的。 话说今天数据大放水,大a大逆转,你是看好大a呢,还是小美,这数据感觉大a又要搞房产基建了,重回2014[捂脸]","text":"[强]经济衰退,经济繁荣,不断更替,而每一次经济发展一定是由科技创新引领的。感觉一龙是多重人格,当然主人格是科技属性的。 话说今天数据大放水,大a大逆转,你是看好大a呢,还是小美,这数据感觉大a又要搞房产基建了,重回2014[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666847590","repostId":"668230778","repostType":1,"isVote":1,"tweetType":1,"viewCount":1804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661772399,"gmtCreate":1664274134611,"gmtModify":1664274136798,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"有波士顿一半的灵活就足够了,负重20公斤,速度8公里,已经超过大多数人了,关键是还是智能化,其中最重要的还是视觉的智能化,当然续航也很重要。","listText":"有波士顿一半的灵活就足够了,负重20公斤,速度8公里,已经超过大多数人了,关键是还是智能化,其中最重要的还是视觉的智能化,当然续航也很重要。","text":"有波士顿一半的灵活就足够了,负重20公斤,速度8公里,已经超过大多数人了,关键是还是智能化,其中最重要的还是视觉的智能化,当然续航也很重要。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661772399","repostId":"661773393","repostType":1,"repost":{"id":661773393,"gmtCreate":1664272687012,"gmtModify":1664314339428,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n 【特斯拉机器人能否成为现实?】人形机器人有未来吗?当埃隆·马斯克展示一个人形机器人时,我们探索了Engineered Arts——一个人形机器人工厂,与一个高度逼真的机器人的创造者一起。专家们分析了马斯克目前的提议,看看这些机器人如何成为现实。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/POSTVIDEO/{{ID}}\"></a>\n \n","listText":"【特斯拉机器人能否成为现实?】人形机器人有未来吗?当埃隆·马斯克展示一个人形机器人时,我们探索了Engineered Arts——一个人形机器人工厂,与一个高度逼真的机器人的创造者一起。专家们分析了马斯克目前的提议,看看这些机器人如何成为现实。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/POSTVIDEO/{{ID}}\"></a>","text":"【特斯拉机器人能否成为现实?】人形机器人有未来吗?当埃隆·马斯克展示一个人形机器人时,我们探索了Engineered Arts——一个人形机器人工厂,与一个高度逼真的机器人的创造者一起。专家们分析了马斯克目前的提议,看看这些机器人如何成为现实。 $特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661773393","isVote":1,"tweetType":2,"object":{"id":"49627c34c51347fd806187eaf92641c8","tweetId":"661773393","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/4f0cf3b4387702306491139565/f0.mp4","poster":"https://static.tigerbbs.com/7f3f8e7578bce3d7a34c0aaf5d116f3b"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"127367578255012","authorId":"127367578255012","name":"iAm22","avatar":"https://static.tigerbbs.com/2c911514cff6758784e9ec02839cd3c8","crmLevel":2,"crmLevelSwitch":1,"idStr":"127367578255012","authorIdStr":"127367578255012"},"content":"波士顿这个是预指令设置的 没脑子的 完全靠的是程序化和传感器,没有图形识别功能,真的差很多","text":"波士顿这个是预指令设置的 没脑子的 完全靠的是程序化和传感器,没有图形识别功能,真的差很多","html":"波士顿这个是预指令设置的 没脑子的 完全靠的是程序化和传感器,没有图形识别功能,真的差很多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661671448,"gmtCreate":1663917858685,"gmtModify":1663917861860,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"总之明年还要糟糕,留个印记,以待印证","listText":"总之明年还要糟糕,留个印记,以待印证","text":"总之明年还要糟糕,留个印记,以待印证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661671448","repostId":"661809729","repostType":1,"repost":{"id":661809729,"gmtCreate":1663811476062,"gmtModify":1663813020914,"author":{"id":"3569899433800417","authorId":"3569899433800417","name":"Alan聊特斯拉","avatar":"https://static.tigerbbs.com/e551c513d687d0c7013cce40c61bdb7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569899433800417","authorIdStr":"3569899433800417"},"themes":[],"htmlText":"\n \n \n 忘了加息吧,俄乌战争才刚开始,鲍威尔普京拜登都说了啥?美股崩盘,房地产也快了 #美联储 #fomc #房地产<a href=\"https://laohu8.com/POSTVIDEO/{{ID}}\"></a><a href=\"http://v.tigerbbs.com/1663811469719ab12ae4bd89d41dce7c8d84de116d884.mp4\">忘了加息吧,俄乌战争才刚开始,鲍威尔普京拜登都说了啥?美股崩盘,房地产也快了 #美联储 #fomc #房地产</a>\n \n","listText":"忘了加息吧,俄乌战争才刚开始,鲍威尔普京拜登都说了啥?美股崩盘,房地产也快了 #美联储 #fomc #房地产<a href=\"https://laohu8.com/POSTVIDEO/{{ID}}\"></a><a href=\"http://v.tigerbbs.com/1663811469719ab12ae4bd89d41dce7c8d84de116d884.mp4\">忘了加息吧,俄乌战争才刚开始,鲍威尔普京拜登都说了啥?美股崩盘,房地产也快了 #美联储 #fomc #房地产</a>","text":"忘了加息吧,俄乌战争才刚开始,鲍威尔普京拜登都说了啥?美股崩盘,房地产也快了 #美联储 #fomc #房地产忘了加息吧,俄乌战争才刚开始,鲍威尔普京拜登都说了啥?美股崩盘,房地产也快了 #美联储 #fomc #房地产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661809729","isVote":1,"tweetType":2,"object":{"id":"e326780753434a20b6a3dfe24ff829d3","tweetId":"661809729","title":"忘了加息吧,俄乌战争才刚开始,鲍威尔普京拜登都说了啥?美股崩盘,房地产也快了 #美联储 #fomc #房地产","videoUrl":"http://v.tigerbbs.com/1663811469719ab12ae4bd89d41dce7c8d84de116d884.mp4","poster":"https://static.tigerbbs.com/22638fe0c80dc9b2f2a83c2715d5b5ae","shareLink":"http://v.tigerbbs.com/1663811469719ab12ae4bd89d41dce7c8d84de116d884.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"127367578255012","authorId":"127367578255012","name":"iAm22","avatar":"https://static.tigerbbs.com/2c911514cff6758784e9ec02839cd3c8","crmLevel":2,"crmLevelSwitch":1,"idStr":"127367578255012","authorIdStr":"127367578255012"},"content":"崩了…… 已经超过上一次熊市时间了[喷血]","text":"崩了…… 已经超过上一次熊市时间了[喷血]","html":"崩了…… 已经超过上一次熊市时间了[喷血]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663243222,"gmtCreate":1663234800666,"gmtModify":1663234803061,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"当前苹果还有什么创新,还能创造什么新需求,没有实质性的创新,走下坡路是必然","listText":"当前苹果还有什么创新,还能创造什么新需求,没有实质性的创新,走下坡路是必然","text":"当前苹果还有什么创新,还能创造什么新需求,没有实质性的创新,走下坡路是必然","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663243222","repostId":"2267504857","repostType":2,"repost":{"id":"2267504857","pubTimestamp":1663232280,"share":"https://www.laohu8.com/m/news/2267504857?lang=&edition=full","pubTime":"2022-09-15 16:58","market":"us","language":"zh","title":"苹果超越特斯拉成华尔街头号做空目标 但也有投行看高股价","url":"https://stock-news.laohu8.com/highlight/detail?id=2267504857","media":"澎湃新闻","summary":"【苹果超越特斯拉成华尔街头号做空目标 但也有投行看高股价】苹果超越特斯拉,成了华尔街头号做空目标。根据金融分析公司S3 Partners的数据,自新冠疫情暴发以来,苹果首次超过特斯拉成为华尔街空头们现...","content":"<div>\n<p>苹果超越特斯拉,成了华尔街头号做空目标。 根据金融分析公司S3 Partners的数据,自新冠疫情暴发以来,苹果首次超过特斯拉成为华尔街空头们现在的头号目标。 截至9月13日,S3 Partners的数据显示,苹果的未平仓空头头寸为184亿美元,而特斯拉的空头头寸为174亿美元。 S3 Partners的报告称,自2020年4月以来,特斯拉已连续864天是头号做空目标,直到被苹果取代。...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202209152509729928.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>苹果超越特斯拉成华尔街头号做空目标 但也有投行看高股价</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苹果超越特斯拉成华尔街头号做空目标 但也有投行看高股价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 16:58 北京时间 <a href=http://finance.eastmoney.com/a/202209152509729928.html><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果超越特斯拉,成了华尔街头号做空目标。 根据金融分析公司S3 Partners的数据,自新冠疫情暴发以来,苹果首次超过特斯拉成为华尔街空头们现在的头号目标。 截至9月13日,S3 Partners的数据显示,苹果的未平仓空头头寸为184亿美元,而特斯拉的空头头寸为174亿美元。 S3 Partners的报告称,自2020年4月以来,特斯拉已连续864天是头号做空目标,直到被苹果取代。...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202209152509729928.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4555":"新能源车","BK4576":"AR","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","AAPL":"苹果","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"http://finance.eastmoney.com/a/202209152509729928.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267504857","content_text":"苹果超越特斯拉,成了华尔街头号做空目标。 根据金融分析公司S3 Partners的数据,自新冠疫情暴发以来,苹果首次超过特斯拉成为华尔街空头们现在的头号目标。 截至9月13日,S3 Partners的数据显示,苹果的未平仓空头头寸为184亿美元,而特斯拉的空头头寸为174亿美元。 S3 Partners的报告称,自2020年4月以来,特斯拉已连续864天是头号做空目标,直到被苹果取代。目前,美股的第三大做空目标是微软,其空头仓位规模为110亿美元,远远落后于苹果和特斯拉。 数据来源:S3 Partners官网 自2020年以来,特斯拉的空头头寸极其波动,从109.3亿美元增加到174.4亿美元,最高为510.4亿美元,最低为65.1亿美元。而同期苹果的空头头寸波动要小得多,从133.3亿美元增加到184.4亿美元,最高为203.6亿美元,最低为79.3亿美元。 数据来源:S3 Partners官网 值得关注的是,随着特斯拉的股价上涨了31%,交易员们积极地削减他们的股票空头头寸。另一方面,在苹果股价上涨22%时,交易员则积极做空股票,要么是作为科技股对冲,要么是直接产生阿尔法的头寸。 “特斯拉和苹果做空股票的变化让我们了解到,它们的价格变动是完全基于多头买入或卖出压力,还是卖空者推动或阻碍了价格变动。特斯拉的空头回补帮助了其价格的上涨,而苹果的卖空则拖累了其价格的上行走势。”S3 Partners的预测分析董事总经理 Ihor Dusaniwsky在研究报告中写道。 Dusaniwsky分析说,做空目标排名的变化主要反映了卖空者减少了对特斯拉的敞口,而不是积极做空苹果的重大变化。2022年,尽管特斯拉的股价全年下跌,但由于卖空者继续回补和减仓,以应对长期的空头挤压,特斯拉的空头头寸有所下降。苹果的做空行为在2022年有所增加,反映出要么是对该股表现不佳的预期,要么是使用苹果作为长期科技投资组合的对冲。 不过,随着iPhone14系列的最新发布,多家华尔街投行仍看好苹果股价。 摩根士丹利分析师Erik Woodring表示,苹果发布会的内容“在很大程度上符合预期”,但也有一件事出乎意料,其iPhone 14系列交前代没有涨价。Woodring认为这一点或许值得关注,尤其是在全球经济日益疲弱、对衰退的担忧可能影响消费者支出的情况下。“虽然消费者支出环境仍具挑战性,但我们相信苹果仍处于渡过难关的最佳位置。” Woodring将苹果第四财季和全年营收及盈利预期分别上调1%和3%,因为在发布定价公告后,该行预计iPhone第四财季的平均售价为845美元,2023财年的平均售价为900美元。 美国投行Wedbush分析师Dan Ives表示,由于越来越多的消费者选择了苹果更高端的iPhone 14 Pro机型,这对苹果的股价来说是一个好迹象。iPhone Pro大量销售对苹果利润的潜在提振,让Ives对其“跑赢大盘”的评级和220美元的目标价充满信心。 (文章来源:澎湃新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663650783,"gmtCreate":1663162144143,"gmtModify":1663162145084,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"前瞻性很重要,走一步要看十步","listText":"前瞻性很重要,走一步要看十步","text":"前瞻性很重要,走一步要看十步","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663650783","repostId":"2267517216","repostType":2,"repost":{"id":"2267517216","pubTimestamp":1663155721,"share":"https://www.laohu8.com/m/news/2267517216?lang=&edition=full","pubTime":"2022-09-14 19:42","market":"us","language":"zh","title":"马斯克呼应“木头姐”:美联储应降息25个基点","url":"https://stock-news.laohu8.com/highlight/detail?id=2267517216","media":"智通财经","summary":"特斯拉首席执行官埃隆·马斯克(Elon Musk)发表推文称,建议美联储将利率下调25个基点。周二,马斯克就警告称,美联储大幅加息可能会带来通货紧缩的风险。马斯克并不是唯一一个对通缩发出警告的人。周二","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克(Elon Musk)发表推文称,建议美联储将利率下调25个基点。周二,马斯克就警告称,美联储大幅加息可能会带来通货紧缩的风险。</p><p><img src=\"https://static.tigerbbs.com/451a85dbfed08ea8697535b76e38627c\" tg-width=\"846\" tg-height=\"377\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>马斯克并不是唯一一个对通缩发出警告的人。周二,在美国CPI数据公布前,方舟投资首席执行官Cathie Wood(木头姐)再次重申了她的观点,即通缩对经济构成了更大的长期威胁。这番言论发表之际,市场正为即将公布的美国8月CPI及美国8月PPI数据做准备。据了解,通货紧缩是指,市场上流通的货币量少于商品流通中所需要的货币量而引起的货币升值、物价普遍持续下跌的状况。</p><p>此前,木头姐就回应马斯克“大幅加息带来通缩风险”的推文称:“黄金和铜等领先的通胀指标如今显示出通缩的风险。即使是油价也已从高点下跌了35%以上,回撤了今年的大部分涨幅。通胀正在转变为通缩,最好的通胀指标之一——黄金价格在 2020 年 8 月达到 2075 美元的高点,如今已下跌了约 15%。木材价格下跌了 60% 以上,铜价下跌 30%,铁矿石下跌 60%。”</p><p><img src=\"https://static.tigerbbs.com/420cbb3618b3f54048381b2a7a59f9d6\" tg-width=\"846\" tg-height=\"684\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>马斯克呼应“木头姐”:美联储应降息25个基点</title>\n<style 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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马斯克呼应“木头姐”:美联储应降息25个基点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-14 19:42 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/792043.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉首席执行官埃隆·马斯克(Elon Musk)发表推文称,建议美联储将利率下调25个基点。周二,马斯克就警告称,美联储大幅加息可能会带来通货紧缩的风险。马斯克并不是唯一一个对通缩发出警告的人。周二,在美国CPI数据公布前,方舟投资首席执行官Cathie Wood(木头姐)再次重申了她的观点,即通缩对经济构成了更大的长期威胁。这番言论发表之际,市场正为即将公布的美国8月CPI及美国8月PPI数据...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/792043.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/25938de6d968b35e73bf3575f330760e","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","PSQ":"纳指反向ETF","BK4534":"瑞士信贷持仓",".IXIC":"NASDAQ Composite","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 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Wood(木头姐)再次重申了她的观点,即通缩对经济构成了更大的长期威胁。这番言论发表之际,市场正为即将公布的美国8月CPI及美国8月PPI数据做准备。据了解,通货紧缩是指,市场上流通的货币量少于商品流通中所需要的货币量而引起的货币升值、物价普遍持续下跌的状况。此前,木头姐就回应马斯克“大幅加息带来通缩风险”的推文称:“黄金和铜等领先的通胀指标如今显示出通缩的风险。即使是油价也已从高点下跌了35%以上,回撤了今年的大部分涨幅。通胀正在转变为通缩,最好的通胀指标之一——黄金价格在 2020 年 8 月达到 2075 美元的高点,如今已下跌了约 15%。木材价格下跌了 60% 以上,铜价下跌 30%,铁矿石下跌 60%。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663634485,"gmtCreate":1663142618947,"gmtModify":1663142620495,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"通胀要素,货币,人力,资源,天气,其中最重要的还是人力成本,比如农业机械化的普及,使全球增加了多少粮食,所以大力发展智能机器人,大幅提高劳动效率,才是解决通胀最好的办法。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"通胀要素,货币,人力,资源,天气,其中最重要的还是人力成本,比如农业机械化的普及,使全球增加了多少粮食,所以大力发展智能机器人,大幅提高劳动效率,才是解决通胀最好的办法。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"通胀要素,货币,人力,资源,天气,其中最重要的还是人力成本,比如农业机械化的普及,使全球增加了多少粮食,所以大力发展智能机器人,大幅提高劳动效率,才是解决通胀最好的办法。$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663634485","repostId":"663839866","repostType":1,"repost":{"id":663839866,"gmtCreate":1663075120655,"gmtModify":1663075154432,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"为何美国8月CPI又爆了?","htmlText":"几乎所有投资者都关注着9月13日公布的美国8月CPI数据,因为此前几天,美股市场风险情绪上升,更多的投资者倾向于通胀达到了高点之后,正在触顶回落。然而事与愿违…… 美国8月CPI同比上涨8.3%,高于市场预期的8.1%,前值8.5%;8月CPI环比上涨0.1%,高于市场预期的-0.1%,增速较前值的0%小幅回升。其中,8月核心CPI同比上涨6.3%,高于市场预期的6.1%,前值5.9%;8月核心CPI环比上涨0.6%,高于市场预期以及前值的0.3%。 为何市场预期通胀会缓和? 因为油价在8月是降的。 本轮通胀的始作俑者就是高油价,从而通过原材料传导至整个供应链。美联储后来的加息,都是没有跟上最早商品价格上涨的节奏,从而让更多的行业受到影响。 此外,西方媒体对“俄乌冲突的一边倒”的描写也助长了油价回落,市场就提前Price-in了而战争结束后的油价回落。 当然,通胀9.1%的高点的确是过了,只不过目前下降的幅度没有预期的那么快。 哪些项目在助长通胀? 从细分的项目来看,住所、食物和医疗保健指数的增幅是众多指数中增幅最大的,这点美联储也提到了。 住所,主要是租金和房价的变化。这没啥好说的,美联储加息会让贷款利率增长,更多人选择租房子。而同时失业率较低,大家都有工作,可以付得起这租金。 食物,其实还是供需关系影响,包括天气也很重要。当然食物的价格未必是这一两个月造成的,毕竟农作物和肉食动物需要生长,它一定是个区间性的供需关系。 医疗保健的同比和环比增长都超过了市场预期,主要是医院方面的服务上涨较大(环比+0.8%),而一般的处方药并没有太大变化(环比+0.2%)。这就可能有两方面原因,一个是医护人员的工资上涨,另一个是医疗服务设备的涨价。前者是人力成本,这可能是“工资——通胀“螺旋的表现,后者可能也受全球原材料成本上涨的影响,联想一下今天的CRO板块大跌…… 此外,我们也可以","listText":"几乎所有投资者都关注着9月13日公布的美国8月CPI数据,因为此前几天,美股市场风险情绪上升,更多的投资者倾向于通胀达到了高点之后,正在触顶回落。然而事与愿违…… 美国8月CPI同比上涨8.3%,高于市场预期的8.1%,前值8.5%;8月CPI环比上涨0.1%,高于市场预期的-0.1%,增速较前值的0%小幅回升。其中,8月核心CPI同比上涨6.3%,高于市场预期的6.1%,前值5.9%;8月核心CPI环比上涨0.6%,高于市场预期以及前值的0.3%。 为何市场预期通胀会缓和? 因为油价在8月是降的。 本轮通胀的始作俑者就是高油价,从而通过原材料传导至整个供应链。美联储后来的加息,都是没有跟上最早商品价格上涨的节奏,从而让更多的行业受到影响。 此外,西方媒体对“俄乌冲突的一边倒”的描写也助长了油价回落,市场就提前Price-in了而战争结束后的油价回落。 当然,通胀9.1%的高点的确是过了,只不过目前下降的幅度没有预期的那么快。 哪些项目在助长通胀? 从细分的项目来看,住所、食物和医疗保健指数的增幅是众多指数中增幅最大的,这点美联储也提到了。 住所,主要是租金和房价的变化。这没啥好说的,美联储加息会让贷款利率增长,更多人选择租房子。而同时失业率较低,大家都有工作,可以付得起这租金。 食物,其实还是供需关系影响,包括天气也很重要。当然食物的价格未必是这一两个月造成的,毕竟农作物和肉食动物需要生长,它一定是个区间性的供需关系。 医疗保健的同比和环比增长都超过了市场预期,主要是医院方面的服务上涨较大(环比+0.8%),而一般的处方药并没有太大变化(环比+0.2%)。这就可能有两方面原因,一个是医护人员的工资上涨,另一个是医疗服务设备的涨价。前者是人力成本,这可能是“工资——通胀“螺旋的表现,后者可能也受全球原材料成本上涨的影响,联想一下今天的CRO板块大跌…… 此外,我们也可以","text":"几乎所有投资者都关注着9月13日公布的美国8月CPI数据,因为此前几天,美股市场风险情绪上升,更多的投资者倾向于通胀达到了高点之后,正在触顶回落。然而事与愿违…… 美国8月CPI同比上涨8.3%,高于市场预期的8.1%,前值8.5%;8月CPI环比上涨0.1%,高于市场预期的-0.1%,增速较前值的0%小幅回升。其中,8月核心CPI同比上涨6.3%,高于市场预期的6.1%,前值5.9%;8月核心CPI环比上涨0.6%,高于市场预期以及前值的0.3%。 为何市场预期通胀会缓和? 因为油价在8月是降的。 本轮通胀的始作俑者就是高油价,从而通过原材料传导至整个供应链。美联储后来的加息,都是没有跟上最早商品价格上涨的节奏,从而让更多的行业受到影响。 此外,西方媒体对“俄乌冲突的一边倒”的描写也助长了油价回落,市场就提前Price-in了而战争结束后的油价回落。 当然,通胀9.1%的高点的确是过了,只不过目前下降的幅度没有预期的那么快。 哪些项目在助长通胀? 从细分的项目来看,住所、食物和医疗保健指数的增幅是众多指数中增幅最大的,这点美联储也提到了。 住所,主要是租金和房价的变化。这没啥好说的,美联储加息会让贷款利率增长,更多人选择租房子。而同时失业率较低,大家都有工作,可以付得起这租金。 食物,其实还是供需关系影响,包括天气也很重要。当然食物的价格未必是这一两个月造成的,毕竟农作物和肉食动物需要生长,它一定是个区间性的供需关系。 医疗保健的同比和环比增长都超过了市场预期,主要是医院方面的服务上涨较大(环比+0.8%),而一般的处方药并没有太大变化(环比+0.2%)。这就可能有两方面原因,一个是医护人员的工资上涨,另一个是医疗服务设备的涨价。前者是人力成本,这可能是“工资——通胀“螺旋的表现,后者可能也受全球原材料成本上涨的影响,联想一下今天的CRO板块大跌…… 此外,我们也可以","images":[{"img":"https://static.tigerbbs.com/430c44ae360184a2089995676c4b99f4","width":"1302","height":"823"},{"img":"https://static.tigerbbs.com/c48d6390ff75273a861778613c77bcf7","width":"1062","height":"473"},{"img":"https://static.tigerbbs.com/d9472dec79f1752bf9a89f006532e037","width":"1768","height":"740"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663839866","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663632656,"gmtCreate":1663141935875,"gmtModify":1663141937327,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"一龙也说可能要进入通缩,差不多了,可以提前布局了[开心]","listText":"一龙也说可能要进入通缩,差不多了,可以提前布局了[开心]","text":"一龙也说可能要进入通缩,差不多了,可以提前布局了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663632656","repostId":"663839866","repostType":1,"repost":{"id":663839866,"gmtCreate":1663075120655,"gmtModify":1663075154432,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"为何美国8月CPI又爆了?","htmlText":"几乎所有投资者都关注着9月13日公布的美国8月CPI数据,因为此前几天,美股市场风险情绪上升,更多的投资者倾向于通胀达到了高点之后,正在触顶回落。然而事与愿违…… 美国8月CPI同比上涨8.3%,高于市场预期的8.1%,前值8.5%;8月CPI环比上涨0.1%,高于市场预期的-0.1%,增速较前值的0%小幅回升。其中,8月核心CPI同比上涨6.3%,高于市场预期的6.1%,前值5.9%;8月核心CPI环比上涨0.6%,高于市场预期以及前值的0.3%。 为何市场预期通胀会缓和? 因为油价在8月是降的。 本轮通胀的始作俑者就是高油价,从而通过原材料传导至整个供应链。美联储后来的加息,都是没有跟上最早商品价格上涨的节奏,从而让更多的行业受到影响。 此外,西方媒体对“俄乌冲突的一边倒”的描写也助长了油价回落,市场就提前Price-in了而战争结束后的油价回落。 当然,通胀9.1%的高点的确是过了,只不过目前下降的幅度没有预期的那么快。 哪些项目在助长通胀? 从细分的项目来看,住所、食物和医疗保健指数的增幅是众多指数中增幅最大的,这点美联储也提到了。 住所,主要是租金和房价的变化。这没啥好说的,美联储加息会让贷款利率增长,更多人选择租房子。而同时失业率较低,大家都有工作,可以付得起这租金。 食物,其实还是供需关系影响,包括天气也很重要。当然食物的价格未必是这一两个月造成的,毕竟农作物和肉食动物需要生长,它一定是个区间性的供需关系。 医疗保健的同比和环比增长都超过了市场预期,主要是医院方面的服务上涨较大(环比+0.8%),而一般的处方药并没有太大变化(环比+0.2%)。这就可能有两方面原因,一个是医护人员的工资上涨,另一个是医疗服务设备的涨价。前者是人力成本,这可能是“工资——通胀“螺旋的表现,后者可能也受全球原材料成本上涨的影响,联想一下今天的CRO板块大跌…… 此外,我们也可以","listText":"几乎所有投资者都关注着9月13日公布的美国8月CPI数据,因为此前几天,美股市场风险情绪上升,更多的投资者倾向于通胀达到了高点之后,正在触顶回落。然而事与愿违…… 美国8月CPI同比上涨8.3%,高于市场预期的8.1%,前值8.5%;8月CPI环比上涨0.1%,高于市场预期的-0.1%,增速较前值的0%小幅回升。其中,8月核心CPI同比上涨6.3%,高于市场预期的6.1%,前值5.9%;8月核心CPI环比上涨0.6%,高于市场预期以及前值的0.3%。 为何市场预期通胀会缓和? 因为油价在8月是降的。 本轮通胀的始作俑者就是高油价,从而通过原材料传导至整个供应链。美联储后来的加息,都是没有跟上最早商品价格上涨的节奏,从而让更多的行业受到影响。 此外,西方媒体对“俄乌冲突的一边倒”的描写也助长了油价回落,市场就提前Price-in了而战争结束后的油价回落。 当然,通胀9.1%的高点的确是过了,只不过目前下降的幅度没有预期的那么快。 哪些项目在助长通胀? 从细分的项目来看,住所、食物和医疗保健指数的增幅是众多指数中增幅最大的,这点美联储也提到了。 住所,主要是租金和房价的变化。这没啥好说的,美联储加息会让贷款利率增长,更多人选择租房子。而同时失业率较低,大家都有工作,可以付得起这租金。 食物,其实还是供需关系影响,包括天气也很重要。当然食物的价格未必是这一两个月造成的,毕竟农作物和肉食动物需要生长,它一定是个区间性的供需关系。 医疗保健的同比和环比增长都超过了市场预期,主要是医院方面的服务上涨较大(环比+0.8%),而一般的处方药并没有太大变化(环比+0.2%)。这就可能有两方面原因,一个是医护人员的工资上涨,另一个是医疗服务设备的涨价。前者是人力成本,这可能是“工资——通胀“螺旋的表现,后者可能也受全球原材料成本上涨的影响,联想一下今天的CRO板块大跌…… 此外,我们也可以","text":"几乎所有投资者都关注着9月13日公布的美国8月CPI数据,因为此前几天,美股市场风险情绪上升,更多的投资者倾向于通胀达到了高点之后,正在触顶回落。然而事与愿违…… 美国8月CPI同比上涨8.3%,高于市场预期的8.1%,前值8.5%;8月CPI环比上涨0.1%,高于市场预期的-0.1%,增速较前值的0%小幅回升。其中,8月核心CPI同比上涨6.3%,高于市场预期的6.1%,前值5.9%;8月核心CPI环比上涨0.6%,高于市场预期以及前值的0.3%。 为何市场预期通胀会缓和? 因为油价在8月是降的。 本轮通胀的始作俑者就是高油价,从而通过原材料传导至整个供应链。美联储后来的加息,都是没有跟上最早商品价格上涨的节奏,从而让更多的行业受到影响。 此外,西方媒体对“俄乌冲突的一边倒”的描写也助长了油价回落,市场就提前Price-in了而战争结束后的油价回落。 当然,通胀9.1%的高点的确是过了,只不过目前下降的幅度没有预期的那么快。 哪些项目在助长通胀? 从细分的项目来看,住所、食物和医疗保健指数的增幅是众多指数中增幅最大的,这点美联储也提到了。 住所,主要是租金和房价的变化。这没啥好说的,美联储加息会让贷款利率增长,更多人选择租房子。而同时失业率较低,大家都有工作,可以付得起这租金。 食物,其实还是供需关系影响,包括天气也很重要。当然食物的价格未必是这一两个月造成的,毕竟农作物和肉食动物需要生长,它一定是个区间性的供需关系。 医疗保健的同比和环比增长都超过了市场预期,主要是医院方面的服务上涨较大(环比+0.8%),而一般的处方药并没有太大变化(环比+0.2%)。这就可能有两方面原因,一个是医护人员的工资上涨,另一个是医疗服务设备的涨价。前者是人力成本,这可能是“工资——通胀“螺旋的表现,后者可能也受全球原材料成本上涨的影响,联想一下今天的CRO板块大跌…… 此外,我们也可以","images":[{"img":"https://static.tigerbbs.com/430c44ae360184a2089995676c4b99f4","width":"1302","height":"823"},{"img":"https://static.tigerbbs.com/c48d6390ff75273a861778613c77bcf7","width":"1062","height":"473"},{"img":"https://static.tigerbbs.com/d9472dec79f1752bf9a89f006532e037","width":"1768","height":"740"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663839866","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663980965,"gmtCreate":1662733876757,"gmtModify":1662733879599,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"“所以锂实际上是。..非常常见...几乎无处不在,但你必须将锂提炼成电池级碳酸锂和氢氧化锂,这必须是非常高的纯度,” 特斯拉进入锂精炼行业,将对现有的锂企是一种降维打击,留给其它锂企的时间不多了。<a href=\"https://laohu8.com/S/SQM\">$智利矿业化工(SQM)$</a>","listText":"“所以锂实际上是。..非常常见...几乎无处不在,但你必须将锂提炼成电池级碳酸锂和氢氧化锂,这必须是非常高的纯度,” 特斯拉进入锂精炼行业,将对现有的锂企是一种降维打击,留给其它锂企的时间不多了。<a href=\"https://laohu8.com/S/SQM\">$智利矿业化工(SQM)$</a>","text":"“所以锂实际上是。..非常常见...几乎无处不在,但你必须将锂提炼成电池级碳酸锂和氢氧化锂,这必须是非常高的纯度,” 特斯拉进入锂精炼行业,将对现有的锂企是一种降维打击,留给其它锂企的时间不多了。$智利矿业化工(SQM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663980965","repostId":"2266736058","repostType":2,"repost":{"id":"2266736058","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1662724620,"share":"https://www.laohu8.com/m/news/2266736058?lang=&edition=full","pubTime":"2022-09-09 19:57","market":"hk","language":"en","title":"Tesla's Planning a New Business. It's a License to Print Money, Says Musk. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2266736058","media":"Dow Jones","summary":"Al Root \n\n\n Auto makers around the world are scrambling to secure raw materials to expand batter","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nAl Root \n</pre>\n<p>\n Auto makers around the world are scrambling to secure raw materials to expand battery capacity for electric vehicles. \n</p>\n<p>\n Tesla has its own EV battery supply chain plans. It's getting into a new part of the battery supply chain that is a license to print money, according to CEO Elon Musk. \n</p>\n<p>\n Tesla's potential new business is lithium refining. The company is proposing a new facility in Texas to produce lithium hydroxide, a key component in higher performing lithium-ion batteries, according to a permitting application recently made available, reported by Bloomberg. \n</p>\n<p>\n The refining facility is \"the first of its kind in North America,\" reads the application. Most lithium ore comes from Australia and South America and ends up being refined in China. \n</p>\n<p>\n Refined lithium prices have gone from a low of less than $6,000 a metric ton to more than $71,000 a metric ton over the past few years. The increase in lithium prices has added very roughly $2,000 to the price of an average EV over that span. The lack of refining capacity, and local refining capacity, is the reason Tesla is considering the move. \n</p>\n<p>\n Tesla (ticker: TSLA) didn't respond to a request for comment about the project. It's application says construction could begin in 2022 with production beginning in 2024. \n</p>\n<p>\n The project looks like a sound decision given how Musk feels about refining. \"So lithium is actually . . . very common...pretty much everywhere, but you have to refine the lithium into battery-grade lithium carbonate and lithium hydroxide, which has to be extremely high purity,\" explained Musk on the company's second quarter earnings conference call. \"There's like software margins in lithium processing right now. So I would really like to encourage, once again, entrepreneurs to enter the lithium refining business. You can't lose. It's a license to print money.\" \n</p>\n<p>\n Traditional auto makers want to make a lot more EVs too. Both Ford Motor <a href=\"https://laohu8.com/S/F\">$(F)$</a> and General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> want to be selling roughly 2 million EVs a year each by 2025 or 2026. Both GM and Ford are investing billions in domestic battery capacity. GM has also partnered with POSCO Chemical (003670.Korea) to build what amounts to a battery parts plant in the U.S. The entire auto industry is vertically integrating into battery supply. \n</p>\n<p>\n Tesla looks to be the first to get into lithium refining. It probably won't be the last. \n</p>\n<p>\n Investors look intrigued. Tesla stock is up 1.3% in premarket trading Friday. It's a significant jump, but the entire market is higher. S&P 500 and Dow Jones Industrial Average futures are up 0.9% and 0.8%, respectively. \n</p>\n<p>\n Write to Al Root at allen.root@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n September 09, 2022 07:57 ET (11:57 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>","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>Tesla's Planning a New Business. It's a License to Print Money, Says Musk. -- Barrons.com</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\">\nTesla's Planning a New Business. It's a License to Print Money, Says Musk. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-09 19:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nAl Root \n</pre>\n<p>\n Auto makers around the world are scrambling to secure raw materials to expand battery capacity for electric vehicles. \n</p>\n<p>\n Tesla has its own EV battery supply chain plans. It's getting into a new part of the battery supply chain that is a license to print money, according to CEO Elon Musk. \n</p>\n<p>\n Tesla's potential new business is lithium refining. The company is proposing a new facility in Texas to produce lithium hydroxide, a key component in higher performing lithium-ion batteries, according to a permitting application recently made available, reported by Bloomberg. \n</p>\n<p>\n The refining facility is \"the first of its kind in North America,\" reads the application. Most lithium ore comes from Australia and South America and ends up being refined in China. \n</p>\n<p>\n Refined lithium prices have gone from a low of less than $6,000 a metric ton to more than $71,000 a metric ton over the past few years. The increase in lithium prices has added very roughly $2,000 to the price of an average EV over that span. The lack of refining capacity, and local refining capacity, is the reason Tesla is considering the move. \n</p>\n<p>\n Tesla (ticker: TSLA) didn't respond to a request for comment about the project. It's application says construction could begin in 2022 with production beginning in 2024. \n</p>\n<p>\n The project looks like a sound decision given how Musk feels about refining. \"So lithium is actually . . . very common...pretty much everywhere, but you have to refine the lithium into battery-grade lithium carbonate and lithium hydroxide, which has to be extremely high purity,\" explained Musk on the company's second quarter earnings conference call. \"There's like software margins in lithium processing right now. So I would really like to encourage, once again, entrepreneurs to enter the lithium refining business. You can't lose. It's a license to print money.\" \n</p>\n<p>\n Traditional auto makers want to make a lot more EVs too. Both Ford Motor <a href=\"https://laohu8.com/S/F\">$(F)$</a> and General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> want to be selling roughly 2 million EVs a year each by 2025 or 2026. Both GM and Ford are investing billions in domestic battery capacity. GM has also partnered with POSCO Chemical (003670.Korea) to build what amounts to a battery parts plant in the U.S. The entire auto industry is vertically integrating into battery supply. \n</p>\n<p>\n Tesla looks to be the first to get into lithium refining. It probably won't be the last. \n</p>\n<p>\n Investors look intrigued. Tesla stock is up 1.3% in premarket trading Friday. It's a significant jump, but the entire market is higher. S&P 500 and Dow Jones Industrial Average futures are up 0.9% and 0.8%, respectively. \n</p>\n<p>\n Write to Al Root at allen.root@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n September 09, 2022 07:57 ET (11:57 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","NGD":"New Gold","BK4017":"黄金","BK4511":"特斯拉概念","BK4551":"寇图资本持仓","BK4570":"地缘局势概念股","BK4574":"无人驾驶","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BK4099":"汽车制造商"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266736058","content_text":"Al Root \n\n\n Auto makers around the world are scrambling to secure raw materials to expand battery capacity for electric vehicles. \n\n\n Tesla has its own EV battery supply chain plans. It's getting into a new part of the battery supply chain that is a license to print money, according to CEO Elon Musk. \n\n\n Tesla's potential new business is lithium refining. The company is proposing a new facility in Texas to produce lithium hydroxide, a key component in higher performing lithium-ion batteries, according to a permitting application recently made available, reported by Bloomberg. \n\n\n The refining facility is \"the first of its kind in North America,\" reads the application. Most lithium ore comes from Australia and South America and ends up being refined in China. \n\n\n Refined lithium prices have gone from a low of less than $6,000 a metric ton to more than $71,000 a metric ton over the past few years. The increase in lithium prices has added very roughly $2,000 to the price of an average EV over that span. The lack of refining capacity, and local refining capacity, is the reason Tesla is considering the move. \n\n\n Tesla (ticker: TSLA) didn't respond to a request for comment about the project. It's application says construction could begin in 2022 with production beginning in 2024. \n\n\n The project looks like a sound decision given how Musk feels about refining. \"So lithium is actually . . . very common...pretty much everywhere, but you have to refine the lithium into battery-grade lithium carbonate and lithium hydroxide, which has to be extremely high purity,\" explained Musk on the company's second quarter earnings conference call. \"There's like software margins in lithium processing right now. So I would really like to encourage, once again, entrepreneurs to enter the lithium refining business. You can't lose. It's a license to print money.\" \n\n\n Traditional auto makers want to make a lot more EVs too. Both Ford Motor $(F)$ and General Motors $(GM)$ want to be selling roughly 2 million EVs a year each by 2025 or 2026. Both GM and Ford are investing billions in domestic battery capacity. GM has also partnered with POSCO Chemical (003670.Korea) to build what amounts to a battery parts plant in the U.S. The entire auto industry is vertically integrating into battery supply. \n\n\n Tesla looks to be the first to get into lithium refining. It probably won't be the last. \n\n\n Investors look intrigued. Tesla stock is up 1.3% in premarket trading Friday. It's a significant jump, but the entire market is higher. S&P 500 and Dow Jones Industrial Average futures are up 0.9% and 0.8%, respectively. \n\n\n Write to Al Root at allen.root@dowjones.com \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n September 09, 2022 07:57 ET (11:57 GMT)\n\n\n Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663996723,"gmtCreate":1662720556262,"gmtModify":1662720558631,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"又多了个聚宝盆,其它锂矿可能不好过了","listText":"又多了个聚宝盆,其它锂矿可能不好过了","text":"又多了个聚宝盆,其它锂矿可能不好过了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663996723","repostId":"2266254018","repostType":2,"isVote":1,"tweetType":1,"viewCount":1474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669758903,"gmtCreate":1662636474703,"gmtModify":1662636679212,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107960388968300","authorIdStr":"107960388968300"},"themes":[],"htmlText":"没有创新,没有创造新的需求,只是老酒新瓶而以,在经济下行期,消费者根本没换机的动力<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","listText":"没有创新,没有创造新的需求,只是老酒新瓶而以,在经济下行期,消费者根本没换机的动力<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","text":"没有创新,没有创造新的需求,只是老酒新瓶而以,在经济下行期,消费者根本没换机的动力$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669758903","repostId":"669735546","repostType":1,"repost":{"id":669735546,"gmtCreate":1662616226985,"gmtModify":1662616236012,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"爆款新机来袭!选苹果还是选华为?苹果新机还是苹果股票?","htmlText":"苹果新品 北京时间9月8日凌晨1点,<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 在加州总部的乔布斯剧院举行了主题为Far 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知道当时为什么要引进特斯拉,一个重要原因,就是国内电车行业太乱,各种骗补,各种伪科学,好不容易在特斯拉带领下终于让电车行业走上正道了,这是要过河拆桥的意思$蔚来(NIO)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/378816510","isVote":1,"tweetType":1,"viewCount":5613,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575877762798848","authorId":"3575877762798848","name":"张小明美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3575877762798848","idStr":"3575877762798848"},"content":"马斯克 没要上海额外的地是对的。 领导给的 最后都会让你还。 还不如好好好柏林工厂和德州工厂 一定不能把所有鸡蛋放在一个不稳定的国家","text":"马斯克 没要上海额外的地是对的。 领导给的 最后都会让你还。 还不如好好好柏林工厂和德州工厂 一定不能把所有鸡蛋放在一个不稳定的国家","html":"马斯克 没要上海额外的地是对的。 领导给的 最后都会让你还。 还不如好好好柏林工厂和德州工厂 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这两天都很怂,远不如英伟大,美光,什么情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/999960808","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499818301442972","authorId":"3499818301442972","name":"思念悠悠在远方","avatar":"https://static.tigerbbs.com/293f9329ba0451a4854cb580f874b868","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3499818301442972","idStr":"3499818301442972"},"content":"有新闻说放弃了上一款高端显卡,V6才活了4个月","text":"有新闻说放弃了上一款高端显卡,V6才活了4个月","html":"有新闻说放弃了上一款高端显卡,V6才活了4个月"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604660463,"gmtCreate":1639387817952,"gmtModify":1639387817952,"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"107960388968300","idStr":"107960388968300"},"themes":[],"htmlText":"<a 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