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垚垚爱看短剧

垚垚爱看短剧

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垚垚爱看短剧

04-09

$FA南方以太币(03068)$ $FA南方比特币(03066)$ $Coinbase Global, Inc.(COIN)$ 烧不动了，没钱烧了，等着被架空

垚垚爱看短剧

03-22

$FA南方以太币(03068)$ $FA南方比特币(03066)$ $Coinbase Global, Inc.(COIN)$ 你懂的，这个最烧钱

垚垚爱看短剧

03-22

炒比特币 [捂脸]

垚垚爱看短剧

03-08

那是必须的

加密狂热继续席卷市场！比特币首破7万大关

垚垚爱看短剧

2023-08-08

👏👏👏

信徒们用真金白银砸向“股神”！伯克希尔股价创历史新高

垚垚爱看短剧

2023-07-03

$携程集团—S(09961)$ $百度集团-SW(09888)$ $爱奇艺(IQ)$ 明白一个道理，永远不要和庄家作对，而且是政策支持的情况下，以后不会关注此类股票，没有意义

垚垚爱看短剧

2023-06-19

哦~我的上帝呀，看看今天都发生了什么，📉，我要吓死了😱

垚垚爱看短剧

2023-05-16

$上证指数(000001.SH)$ 还以为你有多厉害，结果还是泄了

垚垚爱看短剧

2023-04-30

干的漂亮

抱歉，原内容已删除

垚垚爱看短剧

2023-03-13

$道琼斯(.DJI)$ 不加息通胀会低吗

垚垚爱看短剧

2023-02-09

$携程集团—S(09961)$ $爱奇艺(IQ)$ $百度集团-SW(09888)$ 这两天表示看不懂

垚垚爱看短剧

2023-02-03

$特斯拉(TSLA)$ 你这是在玩火🔥

垚垚爱看短剧

2023-01-30

$特斯拉(TSLA)$ 再见~我会回来的[得意]

垚垚爱看短剧

2023-01-19

$乐华娱乐(02306)$ 没想到啊~感觉错过一个亿

垚垚爱看短剧

2023-01-10

$特斯拉(TSLA)$ 长期看多，下来了我就继续抄底，[得意]

垚垚爱看短剧

2023-01-10

下来我继续抄底[得意]

对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空

垚垚爱看短剧

2023-01-06

$特斯拉(TSLA)$ 哇哦~真是惊心动魄

垚垚爱看短剧

2022-12-14

$卫龙(09985)$

垚垚爱看短剧

2022-11-10

$阿里巴巴(BABA)$ 啊~刺激

垚垚爱看短剧

2022-10-24

$阿里巴巴-SW(09988)$今天好刺激，舒服的很，等你下来我抄底[吃瓜]

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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287062551224440","isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282147640225944,"gmtCreate":1709912207199,"gmtModify":1709912208822,"author":{"id":"3453158648648532","authorId":"3453158648648532","authorIdStr":"3453158648648532","name":"垚垚爱看短剧","avatar":"https://static.laohu8.com/74629519e0a728690a3e67c9e7ccdde5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3453158648648532"},"themes":[],"htmlText":"那是必须的","listText":"那是必须的","text":"那是必须的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282147640225944","repostId":"1147662222","repostType":4,"repost":{"id":"1147662222","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1709911884,"share":"https://www.laohu8.com/m/news/1147662222?lang=&edition=full","pubTime":"2024-03-08 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}\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加密狂热继续席卷市场！比特币首破7万大关\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-08 23:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月8日，比特币突破70000美元/枚，再刷历史新高，日内涨3.93%，加密货币概念股集体飙涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73a69ec5236e16208bc4e26c76eb0b17\" title=\"\" tg-width=\"811\" tg-height=\"336\"/></p><p>随着加密货币狂热继续席卷投资市场，比特币周五在动荡的交易中反弹至创纪录高位。比特币首次突破7万美元大关，受投资者对新的美国现货ETF的需求以及对全球利率下降的预期提振。</p><p>过去几周，数十亿美元流入（比特币）ETF，市场正从一种前景中获得额外支持，其中包括以太坊区块链平台升级，以及4月份比特币“减半”事件。今年1月底，美国证交会批准了11只现货比特币ETF，这标志着该行业的一个分水岭。此前，一系列备受瞩目的公司破产和丑闻令加密货币行业陷入长达18个月的寒冬。不过，一些人说，这些资产很难摆脱投机性质。在周二创下历史新高后，比特币价格急剧逆转，跌至6万美元以下，跌幅超过10%。</p><p>受此消息影响，美股加密货币概念股盘中集体飙涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6233f52572eca3b2b4ab0a07f4dab5c\" title=\"\" tg-width=\"411\" tg-height=\"546\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b6ee35d5e3953381b46896042cc8e62","relate_stocks":{"MSTR":"MicroStrategy Incorporated","CAN":"嘉楠科技","BK4170":"电脑硬件、储存设备及电脑周边","BITB":"Bitwise Bitcoin ETF","EBON":"亿邦国际","BTCW":"WisdomTree Bitcoin Fund","BITO":"ProShares Bitcoin Strategy ETF ","GBTC":"Grayscale Bitcoin Trust","BTCO":"Invesco Galaxy Bitcoin ETF","IBIT":"iShares Bitcoin Trust","BK4585":"ETF&股票定投概念","BK4595":"比特币概念","BK4594":"比特币ETF概念","BRRR":"Valkyrie Bitcoin Fund","EZBC":"Franklin Bitcoin ETF","COIN":"Coinbase Global, Inc.","DEFI":"Hashdex Bitcoin ETF","BK4526":"热门中概股","HODL":"VanEck Bitcoin Trust ETF","FBTC":"Fidelity Wise Origin Bitcoin Fund"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147662222","content_text":"3月8日，比特币突破70000美元/枚，再刷历史新高，日内涨3.93%，加密货币概念股集体飙涨。随着加密货币狂热继续席卷投资市场，比特币周五在动荡的交易中反弹至创纪录高位。比特币首次突破7万美元大关，受投资者对新的美国现货ETF的需求以及对全球利率下降的预期提振。过去几周，数十亿美元流入（比特币）ETF，市场正从一种前景中获得额外支持，其中包括以太坊区块链平台升级，以及4月份比特币“减半”事件。今年1月底，美国证交会批准了11只现货比特币ETF，这标志着该行业的一个分水岭。此前，一系列备受瞩目的公司破产和丑闻令加密货币行业陷入长达18个月的寒冬。不过，一些人说，这些资产很难摆脱投机性质。在周二创下历史新高后，比特币价格急剧逆转，跌至6万美元以下，跌幅超过10%。受此消息影响，美股加密货币概念股盘中集体飙涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":206630790004920,"gmtCreate":1691478517025,"gmtModify":1691478519428,"author":{"id":"3453158648648532","authorId":"3453158648648532","authorIdStr":"3453158648648532","name":"垚垚爱看短剧","avatar":"https://static.laohu8.com/74629519e0a728690a3e67c9e7ccdde5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3453158648648532"},"themes":[],"htmlText":"👏👏👏","listText":"👏👏👏","text":"👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206630790004920","repostId":"2357262236","repostType":4,"repost":{"id":"2357262236","pubTimestamp":1691456079,"share":"https://www.laohu8.com/m/news/2357262236?lang=&edition=full","pubTime":"2023-08-08 08:54","market":"us","language":"zh","title":"信徒们用真金白银砸向“股神”！伯克希尔股价创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2357262236","media":"智通财经","summary":"智通财经APP获悉，92岁“股神”巴菲特旗下的伯克希尔哈撒韦公司A类股和B类股价格均创下历史新高，宝刀未老的“股神”在全球市场的众多信徒们继续砸重金为“信仰充值”。伯克希尔A类股周一上涨3.4%，收盘时达到551,920美元的历史新高，超过了该集团自2022年3月以来的上一个高点;B类股上涨3.6%，收于362.58美元，同样创下历史新高。与此同时，伯克希尔的巨额现金储备在6月底增至1473.8亿美元，接近历史最高水平，远高于第一季度的1306.2亿美元。","content":"<html><head></head><body><p>8月8日，92岁“股神”巴菲特旗下的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司A类股和B类股(BRK.A.US,BRK.B.US)价格均创下历史新高，宝刀未老的“股神”在全球市场的众多信徒们继续砸重金为“信仰充值”。此前该公司公布了一份强劲的季度报告，数据显示该公司的保险业务出现反弹，同时该公司的大量现金储备膨胀至近1500亿美元。伯克希尔A类股周一上涨3.4%，收盘时达到551,920美元的历史新高，超过了该集团自2022年3月以来的上一个高点;B类股上涨3.6%，收于362.58美元，同样创下历史新高。</p><p>这家总部位于奥马哈的巨头上周六公布的第二季度营业利润同比增长6.6%，达到100.4亿美元，远远高于市场预期的80亿美元。保险承保利润同比增长74%，至12.5亿美元，受益于利率上升和巨灾损失减少。保险业务的强劲表现帮助抵消了铁路运输业务因业务量下降而出现的疲软。</p><p>与此同时，伯克希尔的巨额现金储备在6月底增至1473.8亿美元，接近历史最高水平，远高于第一季度的1306.2亿美元。</p><p>目前，利率上升使伯克希尔能够从如此巨额的现金储备中获得丰厚回报，该集团还持有超过970亿美元的短期美国国债。巴菲特此前透露，他每个周一都会购买价值100亿美元的3个月或6个月短期美国国债。</p><p>巴菲特上周四表示，在惠誉本周早些时候下调美国信用评级之后，伯克希尔购买美国国债行动一切照常。巴菲特接受采访时表示：“伯克希尔上周一买了100亿美元的美国国债，这周一又买了100亿美元。下周一的唯一问题是再买100亿美元的3个月期短债，还是6个月期短债。”巴菲特还表示，他对惠誉下调美国评级并不担心。他指出：“有些事情人们不应该担心，这就是其中之一。”</p><p>伯克希尔还报告称，其投资组合获得了近260亿美元的未实现收益，其中大部分来自其在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司(AAPL.US)的巨额持有股份。这家总市值全球第一的科技巨头在第二季度推动了整个美股市场反弹，其股价涨幅接近18%，市值一度突破3万亿美元大关。数据显示，伯克希尔对苹果公司的押注投资额已激增至1,776亿美元。</p><p>数据显示，截至2023年6月30日，伯克希尔·哈撒韦价值3534亿美元的股权持仓中，大约78%集中在五家公司，此前截至2023年3月31日，价值3288亿美元的投资组合中有77%的资金集中在五家公司。这五家公司按持有市值排名分别是：苹果、美国银行(BAC.US)、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>(AXP.US)、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>(KO.US)以及<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>(CVX.US)。</p><p>与此同时，伯克希尔在<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司(OXY.US)的持股在二季度有所增加，使该股份的公允价值从 3 月 31 日的 130亿美元升至 6月30日的132亿美元。其在<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a> (KHC.US)的持股的价值从126亿美元降至116亿美元。</p><p>伯克希尔股东之一、Glenview Trust 首席投资官比尔•斯通(Bill Stone)表示:“伯克希尔哈撒韦公司强劲的盈利表现表明，随着现金储备量增加，其多元化业务组合的价值得到了体现。”</p><p>年初至今，<a href=\"https://laohu8.com/S/BRK.B\">伯克希尔B</a>类股涨幅高达17%，与美股基准指数标普500指数几乎持平，作为除美国七大科技巨头外市值最大的上市公司，伯克希尔股价走势基本反映了美股反弹的广泛性和全球投资者对美国经济的信心。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8009c4be1fe291c2e39a3bd122d4c7e0\" tg-width=\"1544\" tg-height=\"585\"/></p><p>国际大行瑞银(UBS)专注于伯克希尔股票的分析师Brian Meredith在一份报告中表示:“我们仍然认为，在不确定的宏观环境下，伯克希尔股票是一个有吸引力的投资对象。”</p><p>来自投资机构Edward Jones的分析师Jim Shanahan表示：“我们仍然认为伯克希尔在多元化的金融投资组合中是一个具有吸引力的名字，因为它具有一定的防御性。随着利率走高，公司的现金储备又回到了创纪录的水平，盈利前景也有了很大程度的改善。”</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>信徒们用真金白银砸向“股神”！伯克希尔股价创历史新高</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信徒们用真金白银砸向“股神”！伯克希尔股价创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-08 08:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/972026.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月8日，92岁“股神”巴菲特旗下的伯克希尔哈撒韦公司A类股和B类股(BRK.A.US,BRK.B.US)价格均创下历史新高，宝刀未老的“股神”在全球市场的众多信徒们继续砸重金为“信仰充值”。此前该公司公布了一份强劲的季度报告，数据显示该公司的保险业务出现反弹，同时该公司的大量现金储备膨胀至近1500亿美元。伯克希尔A类股周一上涨3.4%，收盘时达到551,920美元的历史新高，超过了该集团自...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/972026.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/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4176":"多领域控股","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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13:30","market":"us","language":"zh","title":"对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空","url":"https://stock-news.laohu8.com/highlight/detail?id=2302271032","media":"华尔街见闻","summary":"Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车","content":"<html><head></head><body><blockquote><b>Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。</b></blockquote><p>连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的股票。</p><p>“<b>我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票</b>，”Miller上周五在接受媒体采访时表示。</p><p>特斯拉统治新能源汽车行业已有十多年，但随着传统汽车制造商纷纷押注电动汽车赛道，其他新势力强势崛起，特斯拉的领先地位正在被撼动。</p><p>Miller表示：</p><p><b>特斯拉现在正在失去市场份额。</b>他们不得不降价。这是一家非凡的公司，但在我看来，它不值3800亿美元......<b>我只是认为它的价值不应该超过全球五大汽车制造商的总和。</b>而且所有这些（传统车企）都将生产电动汽车。</p><p>根据最新收盘价计算，丰田、大众、奔驰、通用、福特目前总市值约为4700亿美元。隔夜美股收盘，特斯拉股价大涨近6%，但在过去1年累跌超过65%，市值较2021年年底高点蒸发9000亿美元，约等于5个<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>的市值。</p><p><img src=\"https://static.tigerbbs.com/64ef12fca1b7ecf4d0e66fe02b7a7623\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>由于销售疲态尽显，号称不会降价的特斯拉频频打脸，去年在中国、欧美市场开启数轮降价活动，又在2023年第一周开启了新一轮全球降价，在中国和日本市场的Model 3和Model Y的起售价均下调约10%。</p><p>除了行业竞争，特斯拉本身的定位也是Miller看跌特斯拉的原因。一直以来，业界对于特斯拉的定位争议不断—— 特斯拉是一家科技公司还是一家汽车公司？Miller认为特斯拉属于后者。</p><p>正因为它是一家汽车公司，现在的估值看起来太高了。他强调，<b>特斯拉目前的估值是<a href=\"https://laohu8.com/S/GM\">通用汽车</a>500亿美元市值的7倍。</b></p><p>我认为特斯拉太贵了。特斯拉盈利比现在的汽车公司都要多。它有大量的自由现金流。<b>如果你认为它是一只科技股，那么它的市盈率应该与其主导电动汽车行业时的市盈率不相上下，这样才合理。</b></p><p>若将其作为一个科技公司看待，特斯拉和其他科技公司有一个相当大的区别，那就是汽车业对投资者来说并不那么有吸引力。Miller说：</p><p>特斯拉和其它科技股之间的区别在于，<b>它兜售的是个糟糕透顶的生意。</b>全球汽车工业是一个糟糕的行业，产能太大，而且资本回报率很低。对于特斯拉来说，它正在与一股糟糕的潮流作斗争。</p><p>无论如何，Miller都承认了这家明星汽车制造商和前全球首富的过人之处。</p><p>我认为特斯拉是一家非凡的公司。我认为埃隆•马斯克是个天才。</p><p>现年72岁的Miller是风投公司Miller Value Partners创办人兼首席执行官，在投资界有着传奇一般的经历，当年他还是Legg Mason价值信托基金操盘手时，曾经连续15年打败标普500指数，成绩斐然。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 13:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3679455><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空特斯拉的股票。“我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票，”Miller上周五在接受媒体采访时表示。特斯拉统治新能源汽车行业已有十多年，但随着传统...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679455\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"BK4511":"特斯拉概念","LU0823411888.USD":"法巴消费创新基金 Cap","BK4099":"汽车制造商","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4548":"巴美列捷福持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://wallstreetcn.com/articles/3679455","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302271032","content_text":"Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空特斯拉的股票。“我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票，”Miller上周五在接受媒体采访时表示。特斯拉统治新能源汽车行业已有十多年，但随着传统汽车制造商纷纷押注电动汽车赛道，其他新势力强势崛起，特斯拉的领先地位正在被撼动。Miller表示：特斯拉现在正在失去市场份额。他们不得不降价。这是一家非凡的公司，但在我看来，它不值3800亿美元......我只是认为它的价值不应该超过全球五大汽车制造商的总和。而且所有这些（传统车企）都将生产电动汽车。根据最新收盘价计算，丰田、大众、奔驰、通用、福特目前总市值约为4700亿美元。隔夜美股收盘，特斯拉股价大涨近6%，但在过去1年累跌超过65%，市值较2021年年底高点蒸发9000亿美元，约等于5个丰田汽车的市值。由于销售疲态尽显，号称不会降价的特斯拉频频打脸，去年在中国、欧美市场开启数轮降价活动，又在2023年第一周开启了新一轮全球降价，在中国和日本市场的Model 3和Model Y的起售价均下调约10%。除了行业竞争，特斯拉本身的定位也是Miller看跌特斯拉的原因。一直以来，业界对于特斯拉的定位争议不断—— 特斯拉是一家科技公司还是一家汽车公司？Miller认为特斯拉属于后者。正因为它是一家汽车公司，现在的估值看起来太高了。他强调，特斯拉目前的估值是通用汽车500亿美元市值的7倍。我认为特斯拉太贵了。特斯拉盈利比现在的汽车公司都要多。它有大量的自由现金流。如果你认为它是一只科技股，那么它的市盈率应该与其主导电动汽车行业时的市盈率不相上下，这样才合理。若将其作为一个科技公司看待，特斯拉和其他科技公司有一个相当大的区别，那就是汽车业对投资者来说并不那么有吸引力。Miller说：特斯拉和其它科技股之间的区别在于，它兜售的是个糟糕透顶的生意。全球汽车工业是一个糟糕的行业，产能太大，而且资本回报率很低。对于特斯拉来说，它正在与一股糟糕的潮流作斗争。无论如何，Miller都承认了这家明星汽车制造商和前全球首富的过人之处。我认为特斯拉是一家非凡的公司。我认为埃隆•马斯克是个天才。现年72岁的Miller是风投公司Miller Value Partners创办人兼首席执行官，在投资界有着传奇一般的经历，当年他还是Legg Mason价值信托基金操盘手时，曾经连续15年打败标普500指数，成绩斐然。","news_type":1},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628885316,"gmtCreate":1673016241635,"gmtModify":1673016242722,"author":{"id":"3453158648648532","authorId":"3453158648648532","authorIdStr":"3453158648648532","name":"垚垚爱看短剧","avatar":"https://static.laohu8.com/74629519e0a728690a3e67c9e7ccdde5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3453158648648532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>哇哦~真是惊心动魄","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>哇哦~真是惊心动魄","text":"$特斯拉(TSLA)$ 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12:11","market":"hk","language":"zh","title":"国家网信办：百度、新浪微博、豆瓣等履行主体责任不力被约谈","url":"https://stock-news.laohu8.com/highlight/detail?id=1134204678","media":"网信中国","summary":"2023年一季度，全国网信系统累计约谈网站2203家，暂停功能或更新网站48家，下架应用程序55款，关停小程序12款，会同电信主管部门取消违法网站许可或备案、关闭违法网站4208家。针对百度、新浪微博","content":"<html><head></head><body><p>2023年一季度，全国网信系统累计约谈网站2203家，暂停功能或更新网站48家，下架应用程序55款，关停小程序12款，会同电信主管部门取消违法网站许可或备案、关闭违法网站4208家。</p><p>针对百度、新浪微博、斗鱼、豆瓣等网络平台履行主体责任不力，对其用户发布的信息未尽管理义务，造成淫秽色情、封建迷信、招嫖卖淫、赌博引流、高利借贷等有害信息在网上传播的问题，国家网信办指导属地网信办分别依法约谈相关网站负责人，责令其限期整改，处置相关账号，从严处理责任人，并分别给予罚款的行政处罚。（网信中国）</p><blockquote><strong>原文如下</strong></blockquote><p>2023年一季度全国网信行政执法与监督工作有序开展</p><p>2023年一季度，全国网信系统进一步加大网络执法力度，健全制度机制，增强工作队伍，规范网络执法行为，持续推进“清朗”系列专项行动，坚决依法查处网上各类违法违规行为，累计约谈网站2203家，暂停功能或更新网站48家，下架应用程序55款，关停小程序12款，会同电信主管部门取消违法网站许可或备案、关闭违法网站4208家。</p><p style=\"text-align: justify;\">各级网信部门结合开展“清朗·整治‘自媒体’乱象”“清朗·整治春节网络环境”等专项行动，依法查处“日报头条”“华人卫视”“法治观察内参网”“苏观天下”等一批违规从事互联网新闻信息服务、破坏网络传播秩序的网站，督促网站平台依法依约处置相关账号；依法关闭“人民新闻报网”“日报头条网”“叶圣陶杯语文素养大赛组委会”等一批假冒仿冒或侵权网站；依法关闭“千语媒体”等一批从事有偿论文代写代投非法中介服务网站；依法下架或关停“名媛视频”“遇糖圈”“大小姐直播”“向日葵视频”等一批传播色情低俗信息的应用程序；依法查处“（康加村）”“品茶吧”等一批传播色情低俗信息的贴吧，督促处置违法账号，切实维护清朗的网络空间。</p><p style=\"text-align: justify;\">针对必应搜索网等网站平台存在法律、法规禁止发布或者传输信息等问题，国家网信办指导属地网信办分别依法约谈相关网站负责人，责令其限期整改，暂停相关功能，处置相关账号，从严处理责任人，并分别给予罚款的行政处罚。</p><p style=\"text-align: justify;\">针对百度、新浪微博、斗鱼、豆瓣等网络平台履行主体责任不力，对其用户发布的信息未尽管理义务，造成淫秽色情、封建迷信、招嫖卖淫、赌博引流、高利借贷等有害信息在网上传播的问题，国家网信办指导属地网信办分别依法约谈相关网站负责人，责令其限期整改，处置相关账号，从严处理责任人，并分别给予罚款的行政处罚。</p><p style=\"text-align: justify;\">针对新技术新应用未经评估上线、违法处理个人信息等违法违规行为，依法对存在相关问题的“山地卡车运输”等移动应用程序采取下架措施，责令未经安全评估的相关网站下线有关功能。同时积极做好违法问题移动应用程序的整改上架工作，“早晚天气”等12款移动应用程序复核上架，相关属地网信办依法加强监督管理。</p><p style=\"text-align: justify;\">此外，全国网信系统加强执法队伍建设，加大网络执法人员培训力度，严格落实资格管理和持证上岗制度。国家网信办启动2022年度网络执法情况监督检查工作，督促各地网信部门围绕网络执法把握中心任务、强化执行落实、健全制度规范、完善工作体系等方面开展自查自纠，集中查找问题及薄弱环节，研究提出改进措施。二季度，国家网信办将选取部分省级、地市级网信部门开展实地监督检查，推动各级网信部门依法履行职责，增强队伍力量，加大工作力度，加强工作保障，提高网络执法能力，深入推进严格规范公正文明执法，有力维护人民群众在网络空间的合法权益。</p></body></html>","source":"lsy1603719081785","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>国家网信办：百度、新浪微博、豆瓣等履行主体责任不力被约谈</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国家网信办：百度、新浪微博、豆瓣等履行主体责任不力被约谈\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-30 12:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.cac.gov.cn/2023-04/30/c_1684501637698699.htm><strong>网信中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2023年一季度，全国网信系统累计约谈网站2203家，暂停功能或更新网站48家，下架应用程序55款，关停小程序12款，会同电信主管部门取消违法网站许可或备案、关闭违法网站4208家。针对百度、新浪微博、斗鱼、豆瓣等网络平台履行主体责任不力，对其用户发布的信息未尽管理义务，造成淫秽色情、封建迷信、招嫖卖淫、赌博引流、高利借贷等有害信息在网上传播的问题，国家网信办指导属地网信办分别依法约谈相关网站...</p>\n\n<a href=\"http://www.cac.gov.cn/2023-04/30/c_1684501637698699.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0faf92a3ef12202a66ea6b7e8ae6f45e","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW","WB":"微博"},"source_url":"http://www.cac.gov.cn/2023-04/30/c_1684501637698699.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134204678","content_text":"2023年一季度，全国网信系统累计约谈网站2203家，暂停功能或更新网站48家，下架应用程序55款，关停小程序12款，会同电信主管部门取消违法网站许可或备案、关闭违法网站4208家。针对百度、新浪微博、斗鱼、豆瓣等网络平台履行主体责任不力，对其用户发布的信息未尽管理义务，造成淫秽色情、封建迷信、招嫖卖淫、赌博引流、高利借贷等有害信息在网上传播的问题，国家网信办指导属地网信办分别依法约谈相关网站负责人，责令其限期整改，处置相关账号，从严处理责任人，并分别给予罚款的行政处罚。（网信中国）原文如下2023年一季度全国网信行政执法与监督工作有序开展2023年一季度，全国网信系统进一步加大网络执法力度，健全制度机制，增强工作队伍，规范网络执法行为，持续推进“清朗”系列专项行动，坚决依法查处网上各类违法违规行为，累计约谈网站2203家，暂停功能或更新网站48家，下架应用程序55款，关停小程序12款，会同电信主管部门取消违法网站许可或备案、关闭违法网站4208家。各级网信部门结合开展“清朗·整治‘自媒体’乱象”“清朗·整治春节网络环境”等专项行动，依法查处“日报头条”“华人卫视”“法治观察内参网”“苏观天下”等一批违规从事互联网新闻信息服务、破坏网络传播秩序的网站，督促网站平台依法依约处置相关账号；依法关闭“人民新闻报网”“日报头条网”“叶圣陶杯语文素养大赛组委会”等一批假冒仿冒或侵权网站；依法关闭“千语媒体”等一批从事有偿论文代写代投非法中介服务网站；依法下架或关停“名媛视频”“遇糖圈”“大小姐直播”“向日葵视频”等一批传播色情低俗信息的应用程序；依法查处“（康加村）”“品茶吧”等一批传播色情低俗信息的贴吧，督促处置违法账号，切实维护清朗的网络空间。针对必应搜索网等网站平台存在法律、法规禁止发布或者传输信息等问题，国家网信办指导属地网信办分别依法约谈相关网站负责人，责令其限期整改，暂停相关功能，处置相关账号，从严处理责任人，并分别给予罚款的行政处罚。针对百度、新浪微博、斗鱼、豆瓣等网络平台履行主体责任不力，对其用户发布的信息未尽管理义务，造成淫秽色情、封建迷信、招嫖卖淫、赌博引流、高利借贷等有害信息在网上传播的问题，国家网信办指导属地网信办分别依法约谈相关网站负责人，责令其限期整改，处置相关账号，从严处理责任人，并分别给予罚款的行政处罚。针对新技术新应用未经评估上线、违法处理个人信息等违法违规行为，依法对存在相关问题的“山地卡车运输”等移动应用程序采取下架措施，责令未经安全评估的相关网站下线有关功能。同时积极做好违法问题移动应用程序的整改上架工作，“早晚天气”等12款移动应用程序复核上架，相关属地网信办依法加强监督管理。此外，全国网信系统加强执法队伍建设，加大网络执法人员培训力度，严格落实资格管理和持证上岗制度。国家网信办启动2022年度网络执法情况监督检查工作，督促各地网信部门围绕网络执法把握中心任务、强化执行落实、健全制度规范、完善工作体系等方面开展自查自纠，集中查找问题及薄弱环节，研究提出改进措施。二季度，国家网信办将选取部分省级、地市级网信部门开展实地监督检查，推动各级网信部门依法履行职责，增强队伍力量，加大工作力度，加强工作保障，提高网络执法能力，深入推进严格规范公正文明执法，有力维护人民群众在网络空间的合法权益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622765316,"gmtCreate":1675883674435,"gmtModify":1675883675471,"author":{"id":"3453158648648532","authorId":"3453158648648532","authorIdStr":"3453158648648532","name":"垚垚爱看短剧","avatar":"https://static.laohu8.com/74629519e0a728690a3e67c9e7ccdde5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3453158648648532"},"themes":[],"htmlText":"<a 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