Leaf.的个人主页 - 老虎社区

Leaf.

Leaf.

让爱渗透了地面我要的只是你在我身边

IP属地：北京

48关注

19粉丝

3主题

0勋章

08-18

AI太强大了

科技巨头争相合作，眼镜产业升级也瞄准了AI

06-25

期待下一个十年，与老虎一起成长 [财迷]

03-05

‌$苹果(AAPL)$ ‌‌$YY Group Holding Limited(YYGH)$ ‌‌[开心] ‌

03-04

@小小.tiny111:undefined

03-04

‌[鬼脸] ‌‌[可爱] ‌

@小小.tiny111:‌$阿里概念(BK4502)$ ‌‌$VIXW 20240306 14.0 CALL$ ‌‌[开心] ‌‌[得意] ‌ 不错

03-04

‌$iShares 20+ Year Treasury Bond ETF(TLT)$ ‌UP

2023-12-15

2023-12-15

好看。

@赌怪只用20万赢到500万:特斯拉Cybertruck 是一辆好车吗？

2023-11-16

‌$Apple(AAPL)$ ‌UPUP

2023-11-16

‌$Huize Holding Ltd(HUIZ)$ ‌UPUPUP

2023-11-15

‌‌$阿里巴巴-SW(09988)$ ‌‌[微笑] ‌入

2023-11-14

UPUPUP

市场综述丨“牛市旗手”普涨，“双十一”后这只消费股居然暴跌

2023-11-14

我觉得这篇帖子还不错，转发一下。

@小虎周报:【月报】3年来最差10月行情收官，标普十大成分股赢家能否持续？

2023-11-10

RPT

The Countdown Begins: 3 Stocks to Offload Before the Next Market Crash

2023-11-10

RSP

@小虎周报:【月报】3年来最差10月行情收官，标普十大成分股赢家能否持续？

2023-05-09

‌$腾讯 230629 341.93 CALL$ ‌‌$GE2 20240119 170.0 CALL$ ‌涨起来

2023-01-03

XBB 开始席卷各大城市

XBB 来咯，医药行业又迎来一波高潮，这次不知道又是带动哪位院士的产业。‌$医药ETF(512010)$ ‌

XBB 开始席卷各大城市

2022-09-08

$英镑/日元(GBPJPY.FOREX)$ ‌$韩国10年期国债收益率(KR10Y.BOND)$‌123

2022-09-06

‌$秘鲁索尔/港币(PENHKD.FOREX)$‌啊啊啊AAAA

2022-08-31

~

‌$城市发展(C09.SI)$‌‌$韩国10年期国债收益率(KR10Y.BOND)$‌‌$美元/加元(USDCAD.FOREX)$‌

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justify;\">几乎绝大多数消费者都会对EssilorLuxottica这个名字感到陌生，这个来自欧洲的眼镜制造及销售巨头，是在2018年由意大利眼镜制造商Luxottica（陆逊梯卡）和法国头部眼科镜片制造商Essilor（依视路）合并而成，去年营收超过2000亿人民币。</p><p style=\"text-align: justify;\">这家整合了眼镜产品从设计、生产到销售整个上下游链条的垂直一体化跨国公司，旗下拥有几十个品牌，包括以雷朋(Ray-Ban)、欧克利（Oakley）等为代表的自有品牌，也拥有包括Armani、Burberry、Prada、Chanel等多家奢侈品眼镜的制造与经销业务授权。</p><p style=\"text-align: justify;\">在眼镜行业举足轻重的地位，让EssilorLuxottica在很早之前就与科技公司产生了交集。毕竟，智能眼镜在生成式人工智能爆发前，就历经过一轮起伏波折了。Google Glass虽然是“时代的眼泪”，但科技巨头们对探索AI可穿戴设备的热情并没有停止，而智能眼镜几乎是最有可能率先取得突破性进展的应用方向。</p><p style=\"text-align: justify;\">事实上，也正是Meta和EssilorLuxottica此前在智能眼镜领域合作的成功，验证了市场需求，让包括谷歌在内的科技公司愿意持续付出时间和金钱押注下一代智能眼镜的研发。</p><p style=\"text-align: justify;\">早在2021年，Meta就与EssilorLuxottica旗下品牌雷朋Ray-Ban合作推出了第一款智能眼镜Ray-Ban Stories，但反响欠佳，作为一款智能产品用户留存率还不到售出总量的10%。被外界吐槽较多的点包括摄像头拍摄质量较低、内存小、存在漏音、声音失真等问题，后来这些问题在第二代产品上都得到了改善。</p><p style=\"text-align: justify;\">2023年10月，两家公司继续合作推出了新款智能眼镜Ray-Ban Meta，定价299美元。不同于上一代产品的是，Ray-Ban Meta不仅在拍照、摄像、声音、能耗、存储等功能上有较大升级，也是首款内置Meta AI的智能眼镜，依托Llama大模型的能力，用户通过语音口令就可以唤醒智能助手进行对话操作。</p><p style=\"text-align: justify;\">与不尽人意的第一代产品相比，Ray-Ban Meta无疑算是爆款，有第三方机构预估其销量已经超过100万台。扎克伯格在财报电话会中提到，Ray-Ban Meta的多个款式都已售罄。EssilorLuxottica的首席执行官也曾表示，Ray-Ban Meta推出后几个月，销量就超过了前两年的总和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48b6b7ae242b72534412dd413e7447e5\" tg-width=\"1478\" tg-height=\"966\"/></p><p style=\"text-align: center;\">图源Ray-Ban官网</p><p style=\"text-align: justify;\">这款功能较以往智能眼镜更简单、佩戴感最接近普通眼镜的产品，敲开了消费级市场的大门。</p><p style=\"text-align: justify;\">Ray-Ban Meta的爆红让科技圈又燃起了对 AR眼镜的信心，但与眼前的销量相比，更重要的其实是AI技术在硬件设备和具体应用场景中的落地，以及当下科技巨头对下一代计算平台的探索。</p><p style=\"text-align: justify;\">对于同样拥有大模型基础、产品技术能力，且是最早入局智能眼镜的谷歌来说，这场AI硬件之争已经打响。更何况，早在十年前Google Glass就和当时的Luxottica就产品分发与销售展开过合作。</p><p style=\"text-align: justify;\">人们总说时尚是一场轮回，科技风潮似乎也是如此。</p><p style=\"text-align: justify;\">两家科技巨头在AI硬件上掰手腕，不仅重新点燃了AR眼镜领域的创业热度，也让眼镜这个古老而又传统的产业有了升级革新的可能。</p><h2 id=\"id_3911189622\" style=\"text-align: justify;\">为什么是EssilorLuxottica？</h2><p style=\"text-align: justify;\">不只是科技公司争相想要合作，上个月，EssilorLuxottica在时尚圈也火了一把。</p><p style=\"text-align: justify;\">旗下拥有众多户外时尚潮流品牌的VF Corporation（威富集团）宣布，将以15亿美元（约合人民币109亿）的价格将Supreme出售给EssilorLuxottica，该笔收购预计在今年底完成。几经转手，谁也没想到这个曾经红极一时的时尚潮牌，会被一家眼镜制造商接手。</p><p style=\"text-align: justify;\">市场对EssilorLuxottica跨界收购Supreme后的动作抱有期待，毕竟这几乎算是一场“阳谋”，这家占据并掌握了眼镜产业链上下游的“巨无霸”，一方面不想错过新技术革命可能引领的穿戴设备变革，比如智能眼镜；另一方面，通过投资不断拓宽产品品类和品牌组合，不止是探索新增长曲线的尝试，也是一个百年品牌（Essilor的历史可追溯到1849年，Luxottica成立于1961年）迫切希望拥抱年轻文化和Z世代群体的转型。</p><p style=\"text-align: justify;\">不过相比于Supreme，智能眼镜显然是一个更大、更有可能颠覆消费者使用习惯和眼镜行业的方向。</p><p style=\"text-align: justify;\">从十年前就与Google Glass展开合作，到今天联合Meta打出爆款，EssilorLuxottica能够持续吸引科技公司的青睐，原因不外乎其对生产制造环节和销售渠道的掌控力。</p><p style=\"text-align: justify;\">首先，从设计研发到光学镜片、镜架的制造和组装，合并之后的EssilorLuxottica垂直整合了整个供应链，进一步压缩了眼镜的生产制造周期，如果在传统分散加工的情况下，这个周期可能要长达3个月。公开资料显示，自1995年入华至今，EssilorLuxottica已经在中国拥有10家工厂，2个研发中心，线下零售门店数量达1400家，消费者比较熟悉的亮视点就是Luxottica旗下最大的眼镜零售连锁品牌。</p><p style=\"text-align: justify;\">一副普通眼镜的加工最少需要120道工序，最长则要300道以上，对于不熟悉眼镜制造的科技公司来说，跨界合作是实现技术落地的最优解。更何况，连Chanel、Burberry这些熟悉产品加工的奢侈品牌也都选择把眼镜的制造和经销交给EssilorLuxottica。</p><p style=\"text-align: justify;\">其次，传统眼镜销售渠道复杂，层级众多，而EssilorLuxottica的业务遍布全球超150个国家和地区，线下零售门店覆盖量近18000家，如此成熟的国际化业务和线下经销网络，对一款创新科技产品打开消费级市场至关重要。能够入股EssilorLuxottica并联合其热销品牌推出新品，也就等于拥有了上述庞大的线下渠道资源。</p><p style=\"text-align: justify;\">此外，Meta选择和EssilorLuxottica旗下的雷朋眼镜合作，某种程度上也是借助成熟品牌的影响力打开市场，免于从0到1的品牌营销和传播投入。</p><p style=\"text-align: justify;\">Ray-Ban Meta的阶段性成功，也给眼镜产业升级提供了新的思路。</p><p style=\"text-align: justify;\">其实不只是EssilorLuxottica在投入这一方向，中国眼镜产业带中的头部企业、工厂也在积极与国内的科技大厂联动，就智能眼镜等产品的生产和销售展开合作。</p><p style=\"text-align: justify;\">眼镜这个古老而传统的产业，也有望迎来新的变革。</p></body></html>","source":"36k","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\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n科技巨头争相合作，眼镜产业升级也瞄准了AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-18 16:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/2911279087819397><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>两大科技巨头都在试图加深与雷朋(Ray-Ban)母公司、眼镜制造商EssilorLuxottica（依视路陆逊梯卡）的合作。上个月中旬，据外媒报道，Meta正计划收购EssilorLuxottica约5%的股份，按照后者目前880亿欧元（约合人民币6927亿）的市值，这笔潜在交易或将高达数十亿欧元，目前谈判正在进行中。几乎是同一时间段，谷歌也被传出正在接触EssilorLuxottica，双方计划...</p>\n\n<a href=\"https://36kr.com/p/2911279087819397\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48b6b7ae242b72534412dd413e7447e5","relate_stocks":{},"source_url":"https://36kr.com/p/2911279087819397","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123130558","content_text":"两大科技巨头都在试图加深与雷朋(Ray-Ban)母公司、眼镜制造商EssilorLuxottica（依视路陆逊梯卡）的合作。上个月中旬，据外媒报道，Meta正计划收购EssilorLuxottica约5%的股份，按照后者目前880亿欧元（约合人民币6927亿）的市值，这笔潜在交易或将高达数十亿欧元，目前谈判正在进行中。几乎是同一时间段，谷歌也被传出正在接触EssilorLuxottica，双方计划合作生产搭载谷歌AI大模型Gemini的智能眼镜，进一步收购股份也利于谷歌提高在合作中的话语权。不论Meta还是谷歌，抛出橄榄枝的目的都指向一个——智能眼镜，合作生产更多、更升级版的智能眼镜，加速生成式人工智能走向应用落地，并在接下来的AI硬件之争中抢占先机。意料之外的“爆款”几乎绝大多数消费者都会对EssilorLuxottica这个名字感到陌生，这个来自欧洲的眼镜制造及销售巨头，是在2018年由意大利眼镜制造商Luxottica（陆逊梯卡）和法国头部眼科镜片制造商Essilor（依视路）合并而成，去年营收超过2000亿人民币。这家整合了眼镜产品从设计、生产到销售整个上下游链条的垂直一体化跨国公司，旗下拥有几十个品牌，包括以雷朋(Ray-Ban)、欧克利（Oakley）等为代表的自有品牌，也拥有包括Armani、Burberry、Prada、Chanel等多家奢侈品眼镜的制造与经销业务授权。在眼镜行业举足轻重的地位，让EssilorLuxottica在很早之前就与科技公司产生了交集。毕竟，智能眼镜在生成式人工智能爆发前，就历经过一轮起伏波折了。Google Glass虽然是“时代的眼泪”，但科技巨头们对探索AI可穿戴设备的热情并没有停止，而智能眼镜几乎是最有可能率先取得突破性进展的应用方向。事实上，也正是Meta和EssilorLuxottica此前在智能眼镜领域合作的成功，验证了市场需求，让包括谷歌在内的科技公司愿意持续付出时间和金钱押注下一代智能眼镜的研发。早在2021年，Meta就与EssilorLuxottica旗下品牌雷朋Ray-Ban合作推出了第一款智能眼镜Ray-Ban Stories，但反响欠佳，作为一款智能产品用户留存率还不到售出总量的10%。被外界吐槽较多的点包括摄像头拍摄质量较低、内存小、存在漏音、声音失真等问题，后来这些问题在第二代产品上都得到了改善。2023年10月，两家公司继续合作推出了新款智能眼镜Ray-Ban Meta，定价299美元。不同于上一代产品的是，Ray-Ban Meta不仅在拍照、摄像、声音、能耗、存储等功能上有较大升级，也是首款内置Meta AI的智能眼镜，依托Llama大模型的能力，用户通过语音口令就可以唤醒智能助手进行对话操作。与不尽人意的第一代产品相比，Ray-Ban Meta无疑算是爆款，有第三方机构预估其销量已经超过100万台。扎克伯格在财报电话会中提到，Ray-Ban Meta的多个款式都已售罄。EssilorLuxottica的首席执行官也曾表示，Ray-Ban Meta推出后几个月，销量就超过了前两年的总和。图源Ray-Ban官网这款功能较以往智能眼镜更简单、佩戴感最接近普通眼镜的产品，敲开了消费级市场的大门。Ray-Ban Meta的爆红让科技圈又燃起了对 AR眼镜的信心，但与眼前的销量相比，更重要的其实是AI技术在硬件设备和具体应用场景中的落地，以及当下科技巨头对下一代计算平台的探索。对于同样拥有大模型基础、产品技术能力，且是最早入局智能眼镜的谷歌来说，这场AI硬件之争已经打响。更何况，早在十年前Google Glass就和当时的Luxottica就产品分发与销售展开过合作。人们总说时尚是一场轮回，科技风潮似乎也是如此。两家科技巨头在AI硬件上掰手腕，不仅重新点燃了AR眼镜领域的创业热度，也让眼镜这个古老而又传统的产业有了升级革新的可能。为什么是EssilorLuxottica？不只是科技公司争相想要合作，上个月，EssilorLuxottica在时尚圈也火了一把。旗下拥有众多户外时尚潮流品牌的VF Corporation（威富集团）宣布，将以15亿美元（约合人民币109亿）的价格将Supreme出售给EssilorLuxottica，该笔收购预计在今年底完成。几经转手，谁也没想到这个曾经红极一时的时尚潮牌，会被一家眼镜制造商接手。市场对EssilorLuxottica跨界收购Supreme后的动作抱有期待，毕竟这几乎算是一场“阳谋”，这家占据并掌握了眼镜产业链上下游的“巨无霸”，一方面不想错过新技术革命可能引领的穿戴设备变革，比如智能眼镜；另一方面，通过投资不断拓宽产品品类和品牌组合，不止是探索新增长曲线的尝试，也是一个百年品牌（Essilor的历史可追溯到1849年，Luxottica成立于1961年）迫切希望拥抱年轻文化和Z世代群体的转型。不过相比于Supreme，智能眼镜显然是一个更大、更有可能颠覆消费者使用习惯和眼镜行业的方向。从十年前就与Google Glass展开合作，到今天联合Meta打出爆款，EssilorLuxottica能够持续吸引科技公司的青睐，原因不外乎其对生产制造环节和销售渠道的掌控力。首先，从设计研发到光学镜片、镜架的制造和组装，合并之后的EssilorLuxottica垂直整合了整个供应链，进一步压缩了眼镜的生产制造周期，如果在传统分散加工的情况下，这个周期可能要长达3个月。公开资料显示，自1995年入华至今，EssilorLuxottica已经在中国拥有10家工厂，2个研发中心，线下零售门店数量达1400家，消费者比较熟悉的亮视点就是Luxottica旗下最大的眼镜零售连锁品牌。一副普通眼镜的加工最少需要120道工序，最长则要300道以上，对于不熟悉眼镜制造的科技公司来说，跨界合作是实现技术落地的最优解。更何况，连Chanel、Burberry这些熟悉产品加工的奢侈品牌也都选择把眼镜的制造和经销交给EssilorLuxottica。其次，传统眼镜销售渠道复杂，层级众多，而EssilorLuxottica的业务遍布全球超150个国家和地区，线下零售门店覆盖量近18000家，如此成熟的国际化业务和线下经销网络，对一款创新科技产品打开消费级市场至关重要。能够入股EssilorLuxottica并联合其热销品牌推出新品，也就等于拥有了上述庞大的线下渠道资源。此外，Meta选择和EssilorLuxottica旗下的雷朋眼镜合作，某种程度上也是借助成熟品牌的影响力打开市场，免于从0到1的品牌营销和传播投入。Ray-Ban 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tg-height=\"240\"/></p><p>并购重组传言再起，中资券商股全天表现活跃，中金公司涨3%，国联证券涨1.88%，中信证券涨1.23%。内险股、燃气股、重型机械股、光伏股、汽车股多数上涨。</p><p>另一方面，<strong>体育用品股跌幅较大，双十一线上成交额低于预期，特步国际重挫逾16%！</strong>此外，电影概念股、餐饮股普跌，阿里影业跌近9%，九毛九跌超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f0b0eb2f1ce4bda51218d515e4db235\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h4 id=\"id_381766404\">A股</h4><p>周二，A股震荡，尾盘拉升，截至收盘，上证综指涨9.54点，涨幅0.31%，报3056.07点；深证成指涨16.73点，涨幅0.17%，报10005.56点；沪深300指数涨2.64点，涨幅0.07%，报3582.06点；创业板指数跌4.4点，跌幅0.22%，报2004.81点；科创50指数涨7.79点，涨幅0.87%，报904.34点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d5593aba30971c44a390fabf594b040\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>券商股集体冲高回落。中金公司涨停炸板，中国银河涨超4%，带动券商股集体走强。昨日（14日）早间，中金公司澄清了“将与银河证券进行合并重组”的传言：<strong>截至公告披露日，未得到任何来自于政府部门、监管机构或公司股东有关上述传闻的书面或口头的信息，控股股东也不存在筹划上述传闻或其他应披露而未披露的重大事项，公司亦无任何应披露而未披露的信息。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/094d054d4906faaf2d853bef25c5d457\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>数字货币概念持续走强。优博讯涨超13%，吉大正元、中科金财、德生科技纷纷涨停。</p><p>芯片股午后再度走高。寒武纪、炬光科技、芯海科技尾盘涨停。算力股活跃，德赛西威涨超5%，中科创达涨超4%，景嘉微涨超3%。</p><p>华为鸿蒙概念全天高位。九联科技、思特奇20CM涨停，荣科科技涨停，延华智能、大华智能、传智教育一字涨停。</p><p>燃气股全天领跌。东方环宇跌超3%，德龙汇能、蓝天燃气、长春燃气等多股跟跌。</p><p>光伏概念走弱。中信博跌超3%，奥特维跌超2%，宇邦新材、捷佳伟创跌超1%。</p><h4 id=\"id_3654510006\">美股</h4><p>截至发稿，美股三大指数期货涨跌不一。<strong>美国劳工部将于北京时间21:30公布美国10月CPI数据，此前连续两个月的CPI同比涨幅停留在3.7%。</strong>过去两周股债市场的大幅反弹令人惊喜，但美联储官员的鹰派言论仍不时萦绕在投资者的耳边，令不少交易员感到焦虑。</p><p><strong>根据权威媒体调查的经济学家中位数预计，美国10月CPI的同比涨幅预计将从前月的3.7%回落至3.3%，这将是美国CPI四个月来的首度同比回落；按环比计算，10月整体CPI预计将较9月小幅增长0.1%。</strong></p><p style=\"text-align: left;\">在更为美联储重点关注的核心CPI方面，10月核心CPI同比预计将维持在9月的4.1%不变，环比也料维持在0.3%不变。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aa2d89f102c07a7a2a1651c668b1c07\" title=\"\" tg-width=\"879\" tg-height=\"312\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE 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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\">2023-11-14 16:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_349012766\">港股</h4><p>11月14日（周二），香港恒生指数收盘下跌29.35点，跌幅0.17%，报17396.86点；恒生科技指数收盘下跌29.52点，跌幅0.74%，报3951.75点；国企指数收盘下跌24.56点，跌幅0.41%，报5964.54点；红筹指数收盘上涨35.02点，涨幅1.05%，报3383.57点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b53bc2ffcc0f6074a93e77fd7b512977\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>权重科技股集体表现低迷。美团跌2.96%，网易、小米集团跌超2%，阿里巴巴、京东集团、快手跌超1%，腾讯跌0.65%。</p><p>机构指地产产业恶性循环逐渐被打破，内房物管股回升明显，越秀地产涨约9%表现最佳。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a438a68f7d9591d5d5627bb67c53cd17\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>并购重组传言再起，中资券商股全天表现活跃，中金公司涨3%，国联证券涨1.88%，中信证券涨1.23%。内险股、燃气股、重型机械股、光伏股、汽车股多数上涨。</p><p>另一方面，<strong>体育用品股跌幅较大，双十一线上成交额低于预期，特步国际重挫逾16%！</strong>此外，电影概念股、餐饮股普跌，阿里影业跌近9%，九毛九跌超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f0b0eb2f1ce4bda51218d515e4db235\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h4 id=\"id_381766404\">A股</h4><p>周二，A股震荡，尾盘拉升，截至收盘，上证综指涨9.54点，涨幅0.31%，报3056.07点；深证成指涨16.73点，涨幅0.17%，报10005.56点；沪深300指数涨2.64点，涨幅0.07%，报3582.06点；创业板指数跌4.4点，跌幅0.22%，报2004.81点；科创50指数涨7.79点，涨幅0.87%，报904.34点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d5593aba30971c44a390fabf594b040\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>券商股集体冲高回落。中金公司涨停炸板，中国银河涨超4%，带动券商股集体走强。昨日（14日）早间，中金公司澄清了“将与银河证券进行合并重组”的传言：<strong>截至公告披露日，未得到任何来自于政府部门、监管机构或公司股东有关上述传闻的书面或口头的信息，控股股东也不存在筹划上述传闻或其他应披露而未披露的重大事项，公司亦无任何应披露而未披露的信息。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/094d054d4906faaf2d853bef25c5d457\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>数字货币概念持续走强。优博讯涨超13%，吉大正元、中科金财、德生科技纷纷涨停。</p><p>芯片股午后再度走高。寒武纪、炬光科技、芯海科技尾盘涨停。算力股活跃，德赛西威涨超5%，中科创达涨超4%，景嘉微涨超3%。</p><p>华为鸿蒙概念全天高位。九联科技、思特奇20CM涨停，荣科科技涨停，延华智能、大华智能、传智教育一字涨停。</p><p>燃气股全天领跌。东方环宇跌超3%，德龙汇能、蓝天燃气、长春燃气等多股跟跌。</p><p>光伏概念走弱。中信博跌超3%，奥特维跌超2%，宇邦新材、捷佳伟创跌超1%。</p><h4 id=\"id_3654510006\">美股</h4><p>截至发稿，美股三大指数期货涨跌不一。<strong>美国劳工部将于北京时间21:30公布美国10月CPI数据，此前连续两个月的CPI同比涨幅停留在3.7%。</strong>过去两周股债市场的大幅反弹令人惊喜，但美联储官员的鹰派言论仍不时萦绕在投资者的耳边，令不少交易员感到焦虑。</p><p><strong>根据权威媒体调查的经济学家中位数预计，美国10月CPI的同比涨幅预计将从前月的3.7%回落至3.3%，这将是美国CPI四个月来的首度同比回落；按环比计算，10月整体CPI预计将较9月小幅增长0.1%。</strong></p><p style=\"text-align: left;\">在更为美联储重点关注的核心CPI方面，10月核心CPI同比预计将维持在9月的4.1%不变，环比也料维持在0.3%不变。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aa2d89f102c07a7a2a1651c668b1c07\" title=\"\" tg-width=\"879\" tg-height=\"312\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145749969","content_text":"港股11月14日（周二），香港恒生指数收盘下跌29.35点，跌幅0.17%，报17396.86点；恒生科技指数收盘下跌29.52点，跌幅0.74%，报3951.75点；国企指数收盘下跌24.56点，跌幅0.41%，报5964.54点；红筹指数收盘上涨35.02点，涨幅1.05%，报3383.57点。权重科技股集体表现低迷。美团跌2.96%，网易、小米集团跌超2%，阿里巴巴、京东集团、快手跌超1%，腾讯跌0.65%。机构指地产产业恶性循环逐渐被打破，内房物管股回升明显，越秀地产涨约9%表现最佳。并购重组传言再起，中资券商股全天表现活跃，中金公司涨3%，国联证券涨1.88%，中信证券涨1.23%。内险股、燃气股、重型机械股、光伏股、汽车股多数上涨。另一方面，体育用品股跌幅较大，双十一线上成交额低于预期，特步国际重挫逾16%！此外，电影概念股、餐饮股普跌，阿里影业跌近9%，九毛九跌超6%。A股周二，A股震荡，尾盘拉升，截至收盘，上证综指涨9.54点，涨幅0.31%，报3056.07点；深证成指涨16.73点，涨幅0.17%，报10005.56点；沪深300指数涨2.64点，涨幅0.07%，报3582.06点；创业板指数跌4.4点，跌幅0.22%，报2004.81点；科创50指数涨7.79点，涨幅0.87%，报904.34点。券商股集体冲高回落。中金公司涨停炸板，中国银河涨超4%，带动券商股集体走强。昨日（14日）早间，中金公司澄清了“将与银河证券进行合并重组”的传言：截至公告披露日，未得到任何来自于政府部门、监管机构或公司股东有关上述传闻的书面或口头的信息，控股股东也不存在筹划上述传闻或其他应披露而未披露的重大事项，公司亦无任何应披露而未披露的信息。数字货币概念持续走强。优博讯涨超13%，吉大正元、中科金财、德生科技纷纷涨停。芯片股午后再度走高。寒武纪、炬光科技、芯海科技尾盘涨停。算力股活跃，德赛西威涨超5%，中科创达涨超4%，景嘉微涨超3%。华为鸿蒙概念全天高位。九联科技、思特奇20CM涨停，荣科科技涨停，延华智能、大华智能、传智教育一字涨停。燃气股全天领跌。东方环宇跌超3%，德龙汇能、蓝天燃气、长春燃气等多股跟跌。光伏概念走弱。中信博跌超3%，奥特维跌超2%，宇邦新材、捷佳伟创跌超1%。美股截至发稿，美股三大指数期货涨跌不一。美国劳工部将于北京时间21:30公布美国10月CPI数据，此前连续两个月的CPI同比涨幅停留在3.7%。过去两周股债市场的大幅反弹令人惊喜，但美联储官员的鹰派言论仍不时萦绕在投资者的耳边，令不少交易员感到焦虑。根据权威媒体调查的经济学家中位数预计，美国10月CPI的同比涨幅预计将从前月的3.7%回落至3.3%，这将是美国CPI四个月来的首度同比回落；按环比计算，10月整体CPI预计将较9月小幅增长0.1%。在更为美联储重点关注的核心CPI方面，10月核心CPI同比预计将维持在9月的4.1%不变，环比也料维持在0.3%不变。","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241387709055040,"gmtCreate":1699953195918,"gmtModify":1699953198042,"author":{"id":"3487820395646053","authorId":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487820395646053","authorIdStr":"3487820395646053"},"themes":[],"htmlText":"我觉得这篇帖子还不错，转发一下。","listText":"我觉得这篇帖子还不错，转发一下。","text":"我觉得这篇帖子还不错，转发一下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241387709055040","repostId":"236743446216784","repostType":1,"repost":{"id":236743446216784,"gmtCreate":1698831281354,"gmtModify":1698831730860,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"【月报】3年来最差10月行情收官，标普十大成分股赢家能否持续？","htmlText":"[财迷]Hello 虎友们好，曾经一度期待的美股“金九银十”行情今年并未如愿呈现，标普500指数创2020年3月以来最长月线连跌纪录。截止10月31日收盘，10月热门股市 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> , <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> , <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> , <a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> , <a href=\"https://laohu8.com/S/XJO.AU\">$标普/澳交所 200指数(XJO.AU)$</a> 表现如下：其中， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 各板块表现如下：10月份表现最强的是公用事业板块，其中市值靠前的 <a href=\"https://laohu8.com/S/NEE\">$新纪元能源(NEE)$</a> , <a href=\"https://laohu8.com/S/SO\">$美国南方公司(SO)$</a> 分别上涨11.7%和7.32%。年初至今整体板块涨幅&gt;10%前三的分别是通讯服务、科技板块和周期性消费板块。随着年底感恩节、圣诞节延续，加之科技股经历了一定程度的回调。这三个板块或仍有大概率维持前列的表现。从明细个股来看，<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 成分股中，10月表现最好的十大个股为：","listText":"[财迷]Hello 虎友们好，曾经一度期待的美股“金九银十”行情今年并未如愿呈现，标普500指数创2020年3月以来最长月线连跌纪录。截止10月31日收盘，10月热门股市 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> , <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> , <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> , <a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> , <a href=\"https://laohu8.com/S/XJO.AU\">$标普/澳交所 200指数(XJO.AU)$</a> 表现如下：其中， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 各板块表现如下：10月份表现最强的是公用事业板块，其中市值靠前的 <a href=\"https://laohu8.com/S/NEE\">$新纪元能源(NEE)$</a> , <a href=\"https://laohu8.com/S/SO\">$美国南方公司(SO)$</a> 分别上涨11.7%和7.32%。年初至今整体板块涨幅&gt;10%前三的分别是通讯服务、科技板块和周期性消费板块。随着年底感恩节、圣诞节延续，加之科技股经历了一定程度的回调。这三个板块或仍有大概率维持前列的表现。从明细个股来看，<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 成分股中，10月表现最好的十大个股为：","text":"[财迷]Hello 虎友们好，曾经一度期待的美股“金九银十”行情今年并未如愿呈现，标普500指数创2020年3月以来最长月线连跌纪录。截止10月31日收盘，10月热门股市 $标普500(.SPX)$ , $道琼斯(.DJI)$ , $纳斯达克(.IXIC)$ , $富时新加坡海峡指数(STI.SI)$ , $标普/澳交所 200指数(XJO.AU)$ 表现如下：其中， $标普500(.SPX)$ 各板块表现如下：10月份表现最强的是公用事业板块，其中市值靠前的 $新纪元能源(NEE)$ , $美国南方公司(SO)$ 分别上涨11.7%和7.32%。年初至今整体板块涨幅>10%前三的分别是通讯服务、科技板块和周期性消费板块。随着年底感恩节、圣诞节延续，加之科技股经历了一定程度的回调。这三个板块或仍有大概率维持前列的表现。从明细个股来看，$标普500(.SPX)$ 成分股中，10月表现最好的十大个股为：","images":[{"img":"https://static.tigerbbs.com/335e60df7349acbea617ae24233d15c1","width":"1263","height":"712"},{"img":"https://static.tigerbbs.com/5ec18b804a23a893e711a01f51f4a12e","width":"856","height":"652"},{"img":"https://static.tigerbbs.com/78d7d0d3b3f7929ebeab7bb5c99cf678","width":"2000","height":"2000"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236743446216784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":240011956391952,"gmtCreate":1699615191602,"gmtModify":1699615192980,"author":{"id":"3487820395646053","authorId":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487820395646053","authorIdStr":"3487820395646053"},"themes":[],"htmlText":"RPT","listText":"RPT","text":"RPT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/240011956391952","repostId":"2382440692","repostType":4,"repost":{"id":"2382440692","pubTimestamp":1699603200,"share":"https://www.laohu8.com/m/news/2382440692?lang=&edition=full","pubTime":"2023-11-10 16:00","market":"us","language":"en","title":"The Countdown Begins: 3 Stocks to Offload Before the Next Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2382440692","media":"InvestorPlace","summary":"In the stock market, investors constantly seek to balance risk and reward.","content":"<html><head></head><body><ul style=\"\"><li><p>The trio faces financial and operational challenges that can hinder their growth prospects.</p></li><li><p><strong>Virgin Galactic</strong> (<strong>SPCE</strong>): It faces challenges with low revenue and high operating expenses, mainly driven by R&amp;D costs for its Delta Class spaceship.</p></li><li><p><strong>Fannie Mae</strong> (<strong>FNMA</strong>): It is affected by high mortgage rates, which hinder potential homebuyers’ ability to purchase homes.</p></li><li><p><strong>AMC</strong> (<strong>AMC</strong>): It struggles with liquidity issues and a fixed cost structure that can burden profitability during periods of lower attendance and revenue.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c49dd39b25104384383fb9ddb7c083c\" title=\"Source: Shutterstock\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Shutterstock</span></p><p>In the stock market, investors constantly seek stocks to sell to balance risk and reward. As they navigate the complex world, some stocks emerge as red flags, signaling potential trouble ahead. The article here undertakes a comprehensive exploration of three stocks that demand investors’ attention.</p><p>Also, the stock market, like a rollercoaster, has its ups and downs. But for these companies, the path forward seems cloudy as they grapple with a range of financial and operational challenges.</p><p>The first one faces an uphill battle to turn its ambitious spaceflight dreams into a sustainable business. The second one is tethered to the unpredictable world of mortgage rates, while the third contends with liquidity issues and a fixed cost structure in an ever-evolving entertainment landscape.</p><p>The countdown begins for these stocks, each with its own unique set of obstacles. Read more to dissect their health and growth prospects, providing insights to make informed investment decisions before the next market crash.</p><h2 id=\"id_4199534861\">Stocks to Sell: Virgin Galactic (SPCE)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d046ab207f4d2f2cd636b7bade801e9f\" title=\"Source: 3Dsculptor / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: 3Dsculptor / Shutterstock.com</span></p><p><strong>Virgin Galactic’s</strong> (NYSE:<strong>SPCE</strong>) revenue in Q2 2023 was approximately $2 million. This amount is relatively low, given the company’s ambitious goals and the considerable investments in developing its spaceflight technology. To achieve rapid value growth, Virgin Galactic has no other alternative except to increase its revenue stream significantly.</p><p>Looking at the operations, Virgin Galactic’s operating expenses in Q2 were $141 million, significantly surpassing its revenue. It looks like a behemoth relative to revenue. The company’s primary cost driver is research and development (R&amp;D) expenses associated with the Delta Class spaceship development. Thus, high operating expenses are a hurdle to profitability and growth.</p><p>Virgin Galactic reported a negative adjusted EBITDA of $116 million in the second quarter. The negative EBITDA indicates that the company still needs to be profitable on an operational basis. Achieving profitability is essential for the company’s long-term value growth.</p><p>On the liquidity side, Virgin Galactic reported a negative free cash flow of $135 million in Q2. The company’s cash burn is a concern as it needs to maintain sufficient liquidity to fund its operations and investments in developing the Delta Class spaceships. Continued cash burn without a clear path to profitability can harm the company’s financial health.</p><p>While the company has returned to space with Unity 25 and plans to scale its commercial space flights, it still operates on a limited flight cadence. Increasing the frequency of flights is essential to maximize revenue and meet the demand of potential customers.</p><p>Finally, Virgin Galactic’s growth and profitability heavily rely on the successful development and deployment of the Delta Class spaceships. Any delays, technical issues, or cost overruns in the Delta Class program can hinder the company’s ability to scale its operations and generate revenue. Thus, it is one of the top stocks to sell, in my opinion.</p><h2 id=\"id_1855239533\">Fannie Mae (FNMA)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a44da1d0c356d0aece4410d7be401be9\" title=\"Source: TDKvisuals / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: TDKvisuals / Shutterstock.com</span></p><p><strong>Fannie Mae’s </strong>(OTCMKTS:<strong>FNMA</strong>) growth prospects are influenced by the prevailing economic conditions. One of the most critical factors affecting its growth is the level of mortgage rates. In Q3 2023, the 30-year fixed-rate mortgage reached 7.8%. Such elevated mortgage rates act as a significant barrier to homeownership, particularly for first-time buyers and those with modest means.</p><p>Furthermore, these high rates result in increased monthly mortgage payments, leading to decreased affordability. As a result, potential homebuyers may delay purchasing homes or be unable to enter the market. This directly impacts Fannie Mae’s ability to originate new mortgages and grow its portfolio. The demand for mortgages diminishes due to the high borrowing costs, inhibiting Fannie Mae’s potential for rapid value growth.</p><p>Additionally, affordability is another fundamental concern for Fannie Mae. The high prices of homes, coupled with the high mortgage rates, present significant challenges for consumers looking to buy homes. While homeowners who secured low mortgage rates in the past may be benefiting from rising home prices, prospective buyers are confronted with a tough housing market. This is particularly true for first-time buyers and those with limited means.</p><p>Lastly, high home prices, driven by limited housing inventory and demand from existing homeowners, can deter many potential buyers. These high prices make it difficult for individuals and families to purchase homes, especially in competitive housing markets. Overall, Fannie Mae’s growth potential is hindered by the limited pool of potential borrowers who can afford homes at current prices.</p><h2 id=\"id_29295914\">AMC (AMC)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b33bd5595df68bdd3ae99f927e9ba92b\" title=\"Source: Ira Lichi / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Ira Lichi / Shutterstock.com</span></p><p>One of the most pressing concerns for <strong>AMC</strong> (NYSE:<strong>AMC</strong>) is its liquidity situation. While the company reported $643 million in liquidity at the end of Q2 2023, it acknowledges that it faces serious liquidity challenges. This is a fundamental weakness that may hamper its growth potential. AMC’s liquidity is particularly vulnerable during the seasonally weaker winter months, and the ongoing strikes by writers and actors add a layer of uncertainty.</p><p>Additionally, AMC’s fixed cost structure presents another potential weakness. The company’s operational costs remain relatively constant, irrespective of fluctuations in attendance and revenue. In periods of lower revenue, these fixed costs can become a significant burden, affecting the company’s profitability. AMC’s potential cash burn during the seasonally weaker winter months highlights a fundamental weakness. Hence, the company’s financial performance is subject to significant seasonal fluctuations, impacting liquidity and overall financial health.</p><p>While the worst COVID-19 pandemic may be behind us, there are lingering uncertainties related to the virus. AMC expressed hope that COVID-19 would become a distant memory by 2024 or 2025, but the trajectory of the pandemic remains uncertain. This uncertainty can impact consumer behavior, government regulations, and public health considerations, affecting the movie theater industry’s recovery.</p><p>Finally, despite efforts to reduce debt through repurchases and exchanges, AMC’s high debt levels still need to be addressed. Debt servicing costs may continue to exacerbate under recent interest rate increases (higher for longer), and this financial burden puts pressure on the company’s profitability. That makes it one of the top stocks to sell, in my book.</p></body></html>","source":"investorplace_stock_picks","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>The Countdown Begins: 3 Stocks to Offload Before the Next Market Crash</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\">\nThe Countdown Begins: 3 Stocks to Offload Before the Next Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-10 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/11/the-countdown-begins-3-stocks-to-offload-before-the-next-market-crash/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The trio faces financial and operational challenges that can hinder their growth prospects.Virgin Galactic (SPCE): It faces challenges with low revenue and high operating expenses, mainly driven by R&...</p>\n\n<a href=\"https://investorplace.com/2023/11/the-countdown-begins-3-stocks-to-offload-before-the-next-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4564":"太空概念","BK4547":"WSB热门概念","AMC":"AMC院线","FNMA":"房利美","BK4229":"商业和住宅抵押贷款融资","BK4187":"航天航空与国防","SPCE":"维珍银河","BK4195":"互助储蓄与抵押信贷金融服务","BK4562":"SPAC上市公司","BK4108":"电影和娱乐"},"source_url":"https://investorplace.com/2023/11/the-countdown-begins-3-stocks-to-offload-before-the-next-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382440692","content_text":"The trio faces financial and operational challenges that can hinder their growth prospects.Virgin Galactic (SPCE): It faces challenges with low revenue and high operating expenses, mainly driven by R&D costs for its Delta Class spaceship.Fannie Mae (FNMA): It is affected by high mortgage rates, which hinder potential homebuyers’ ability to purchase homes.AMC (AMC): It struggles with liquidity issues and a fixed cost structure that can burden profitability during periods of lower attendance and revenue.Source: ShutterstockIn the stock market, investors constantly seek stocks to sell to balance risk and reward. As they navigate the complex world, some stocks emerge as red flags, signaling potential trouble ahead. The article here undertakes a comprehensive exploration of three stocks that demand investors’ attention.Also, the stock market, like a rollercoaster, has its ups and downs. But for these companies, the path forward seems cloudy as they grapple with a range of financial and operational challenges.The first one faces an uphill battle to turn its ambitious spaceflight dreams into a sustainable business. The second one is tethered to the unpredictable world of mortgage rates, while the third contends with liquidity issues and a fixed cost structure in an ever-evolving entertainment landscape.The countdown begins for these stocks, each with its own unique set of obstacles. Read more to dissect their health and growth prospects, providing insights to make informed investment decisions before the next market crash.Stocks to Sell: Virgin Galactic (SPCE)Source: 3Dsculptor / Shutterstock.comVirgin Galactic’s (NYSE:SPCE) revenue in Q2 2023 was approximately $2 million. This amount is relatively low, given the company’s ambitious goals and the considerable investments in developing its spaceflight technology. To achieve rapid value growth, Virgin Galactic has no other alternative except to increase its revenue stream significantly.Looking at the operations, Virgin Galactic’s operating expenses in Q2 were $141 million, significantly surpassing its revenue. It looks like a behemoth relative to revenue. The company’s primary cost driver is research and development (R&D) expenses associated with the Delta Class spaceship development. Thus, high operating expenses are a hurdle to profitability and growth.Virgin Galactic reported a negative adjusted EBITDA of $116 million in the second quarter. The negative EBITDA indicates that the company still needs to be profitable on an operational basis. Achieving profitability is essential for the company’s long-term value growth.On the liquidity side, Virgin Galactic reported a negative free cash flow of $135 million in Q2. The company’s cash burn is a concern as it needs to maintain sufficient liquidity to fund its operations and investments in developing the Delta Class spaceships. Continued cash burn without a clear path to profitability can harm the company’s financial health.While the company has returned to space with Unity 25 and plans to scale its commercial space flights, it still operates on a limited flight cadence. Increasing the frequency of flights is essential to maximize revenue and meet the demand of potential customers.Finally, Virgin Galactic’s growth and profitability heavily rely on the successful development and deployment of the Delta Class spaceships. Any delays, technical issues, or cost overruns in the Delta Class program can hinder the company’s ability to scale its operations and generate revenue. Thus, it is one of the top stocks to sell, in my opinion.Fannie Mae (FNMA)Source: TDKvisuals / Shutterstock.comFannie Mae’s (OTCMKTS:FNMA) growth prospects are influenced by the prevailing economic conditions. One of the most critical factors affecting its growth is the level of mortgage rates. In Q3 2023, the 30-year fixed-rate mortgage reached 7.8%. Such elevated mortgage rates act as a significant barrier to homeownership, particularly for first-time buyers and those with modest means.Furthermore, these high rates result in increased monthly mortgage payments, leading to decreased affordability. As a result, potential homebuyers may delay purchasing homes or be unable to enter the market. This directly impacts Fannie Mae’s ability to originate new mortgages and grow its portfolio. The demand for mortgages diminishes due to the high borrowing costs, inhibiting Fannie Mae’s potential for rapid value growth.Additionally, affordability is another fundamental concern for Fannie Mae. The high prices of homes, coupled with the high mortgage rates, present significant challenges for consumers looking to buy homes. While homeowners who secured low mortgage rates in the past may be benefiting from rising home prices, prospective buyers are confronted with a tough housing market. This is particularly true for first-time buyers and those with limited means.Lastly, high home prices, driven by limited housing inventory and demand from existing homeowners, can deter many potential buyers. These high prices make it difficult for individuals and families to purchase homes, especially in competitive housing markets. Overall, Fannie Mae’s growth potential is hindered by the limited pool of potential borrowers who can afford homes at current prices.AMC (AMC)Source: Ira Lichi / Shutterstock.comOne of the most pressing concerns for AMC (NYSE:AMC) is its liquidity situation. While the company reported $643 million in liquidity at the end of Q2 2023, it acknowledges that it faces serious liquidity challenges. This is a fundamental weakness that may hamper its growth potential. AMC’s liquidity is particularly vulnerable during the seasonally weaker winter months, and the ongoing strikes by writers and actors add a layer of uncertainty.Additionally, AMC’s fixed cost structure presents another potential weakness. The company’s operational costs remain relatively constant, irrespective of fluctuations in attendance and revenue. In periods of lower revenue, these fixed costs can become a significant burden, affecting the company’s profitability. AMC’s potential cash burn during the seasonally weaker winter months highlights a fundamental weakness. Hence, the company’s financial performance is subject to significant seasonal fluctuations, impacting liquidity and overall financial health.While the worst COVID-19 pandemic may be behind us, there are lingering uncertainties related to the virus. AMC expressed hope that COVID-19 would become a distant memory by 2024 or 2025, but the trajectory of the pandemic remains uncertain. This uncertainty can impact consumer behavior, government regulations, and public health considerations, affecting the movie theater industry’s recovery.Finally, despite efforts to reduce debt through repurchases and exchanges, AMC’s high debt levels still need to be addressed. Debt servicing costs may continue to exacerbate under recent interest rate increases (higher for longer), and this financial burden puts pressure on the company’s profitability. That makes it one of the top stocks to sell, in my 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虎友们好，曾经一度期待的美股“金九银十”行情今年并未如愿呈现，标普500指数创2020年3月以来最长月线连跌纪录。截止10月31日收盘，10月热门股市 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> , <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> , <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> , <a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> , <a href=\"https://laohu8.com/S/XJO.AU\">$标普/澳交所 200指数(XJO.AU)$</a> 表现如下：其中， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 各板块表现如下：10月份表现最强的是公用事业板块，其中市值靠前的 <a href=\"https://laohu8.com/S/NEE\">$新纪元能源(NEE)$</a> , <a href=\"https://laohu8.com/S/SO\">$美国南方公司(SO)$</a> 分别上涨11.7%和7.32%。年初至今整体板块涨幅&gt;10%前三的分别是通讯服务、科技板块和周期性消费板块。随着年底感恩节、圣诞节延续，加之科技股经历了一定程度的回调。这三个板块或仍有大概率维持前列的表现。从明细个股来看，<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 成分股中，10月表现最好的十大个股为：","listText":"[财迷]Hello 虎友们好，曾经一度期待的美股“金九银十”行情今年并未如愿呈现，标普500指数创2020年3月以来最长月线连跌纪录。截止10月31日收盘，10月热门股市 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> , <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> , <a 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12:19","market":"sh","language":"zh","title":"为了Wi-Fi 6，华为和小米争个啥？","url":"https://stock-news.laohu8.com/highlight/detail?id=1193741176","media":" IT时报  ","summary":"小米$(01810)$10手机的Wi-Fi6网速还没有华为的Wi-Fi5快？随着小米在最新旗舰机小米10上装备了Wi-Fi6功能，华为终端高管在微博上提出了自己的质疑：“现在上市的Wi-Fi6手机理论","content":"<p>小米<a href=\"https://laohu8.com/S/01810\">$(01810)$</a>10手机的Wi-Fi6网速还没有华为的Wi-Fi5快？</p><p>随着小米在最新旗舰机小米10上装备了Wi-Fi6功能，华为终端高管在微博上提出了自己的质疑：</p><p>“现在上市的Wi-Fi6手机理论带宽只有1200Mbps，实测最多900Mbps出头，根本到不了150MB/s。还不如2018年上市的华为Mate20<span>（约1700Mbps）</span>。”</p><p>口水仗归口水仗，对于亿万手机用户来说，正好可以借此机会重新认识一下Wi-Fi6，因为过不了多久，Wi-Fi6将逐渐成为手机和家庭Wi-Fi路由器的标配。</p><p><img src=\"https://static.tigerbbs.com/f13c850203b145e5423f51cfbe6a8594\" /></p><p>Wi-Fi6：我改名了，也变强了</p><p>Wi-Fi6标准在2019年中正式发布，是IEEE 802.11无线局域网标准的最新标准，并兼容之前的网络标准。</p><p>但Wi-Fi6这个名字让大家感到陌生，第六代之前的Wi-Fi技术是什么？怎么之前从来没有听过Wi-Fi4和Wi-Fi5的叫法？</p><p>其实，这可算是负责商业认证的Wi-Fi联盟玩的“文字游戏”，Wi-Fi6的技术代号是802.11ax，前代的Wi-Fi4和Wi-Fi5就是目前主流的802.11n/ac，也就是我们常用的2.4G频段<span>（150Mbps）</span>和5G频段<span>（867Mbps）</span>，Wi-Fi联盟为了方便普通用户理解，所以干脆把802.11ax称作Wi-Fi6。</p><p><img src=\"https://static.tigerbbs.com/4c919a1a0f2cdfcbe627f602681a1613\" /></p><p><b>Wi-Fi6相对于前代标准而言，同时适用于2.4G与5G频段，最大带宽高达9.6Gbps。</b>同时，Wi-Fi6引入了多个新技术，让无线网络的通信质量、传输效率、能耗表现和物联网优化都有提升。</p><p>例如，OFDMA<span>（正交频多分址）</span>就来自于曾经Wi-Fi技术的“竞争对手”蜂窝网络，可以实现多个终端可同时并行传输，不必排队等待、相互竞争，从而提升效率和降低时延，实现了对网络更有效的利用；</p><p><img src=\"https://static.tigerbbs.com/b0c83e6630ffb01c28de99dd4d916d0d\" /></p><p>TWT<span>（定时唤醒）</span>会可以理解成手机的“自动熄屏”功能，<b>让Wi-Fi6更加省电，对物联网设备更友好；</b></p><p><img src=\"https://static.tigerbbs.com/118ad81f45a140da5c6c1e3be3928e2a\" /></p><p>1024-QAM的调制方式可以让数据的收发更加紧密，<b>相比Wi-Fi5有25%的速度提升；</b></p><p><img src=\"https://static.tigerbbs.com/dd3ffd63bf40583daab74e3a82038f27\" /></p><p>调制方式对比图（从左至右为从低阶到高阶）</p><p>上下行MU-MIMO可以多天线同时收发数据，使多个设备可以同时高速上网。</p><p>频宽：对不起，是我太优秀了</p><p>Wi-Fi6如此强大，那为什么还会引起“小米10的Wi-Fi6还没有华为的Wi-Fi5快”这样的争议呢？这就涉及到另一个重要的参数：频宽。</p><p>在数字通信领域，频宽被用来描述网络或线路理论上传输数据的最高速率，可以理解为公路的路面宽度，常见的频宽有20MHz、40MHz、80Mhz和160Mhz。</p><p>根据802.11物理层标准的数据，Wi-Fi5<span>（802.11ac）</span>在160Mhz下每条数据流的最大速率为866.7Mbps，Wi-Fi6在160MHz上每条流的最大速率为1201Mbps，在80MHz频宽下每条流的最大速率为600.5Mbps。</p><p><img src=\"https://static.tigerbbs.com/51ea07bdce36142077294f457086f631\" /></p><p>由于目前市面上Wi-Fi6的手机只支持80MHz的频宽，所以部分Wi-Fi5手机可以通过160MHz的频宽支持每条流最大866.7Mbps的速率，而Wi-Fi6手机则只能通过80MHz的频宽支持每条流最大600.5Mbps的速率。</p><p>打个比方，<b>Wi-Fi6虽然是速度更快的高速公路，但抵不住Wi-Fi5的车道多，所以单位时间内通过的车辆数量还是“输”了。</b>假设在同样多“车道”数的情况下，Wi-Fi6的“通信效率”肯定是超过Wi-Fi5的。</p><p><img src=\"https://static.tigerbbs.com/2b5c79db53fe0958e1e10f7ef6a8d484\" /></p><p>因此，“Wi-Fi6还没Wi-Fi5快”这样的说法是不科学的，因为他们并没有在同样频宽下进行测试。</p><p>从居家的角度来说，大部分用户会使用穿透性更好、传输距离更远的80/40/20MHz以保证网络链接的稳定，而非传输速率更强的160MHz。假设使用160MHz的频宽，居家Wi-Fi网络是很难实现普通家庭的完美覆盖的。</p><p>三招正确打开Wi-Fi6</p><p>第一招</p><p>路由器：你们一起上吧，我能连200个</p><p><img src=\"https://static.tigerbbs.com/3a5a9dd650a4263fcd1b3ede7ae245b2\" /></p><p>“该设备已离线”“准备连接10%”……如果你是一个物联网设备用户的话，应该对这几句话并不陌生。</p><p>现在通讯的世界其实很拥挤，电视信号、手机信号、平板电脑、笔记本电脑等一系列数字设备占用了大量空气中看不见的通讯资源。所以相当一部分用户都会有这样的困扰：我明明装了千兆宽带，打王者荣耀还会卡？物联网设备还会连接不上？</p><p>Wi-Fi5算是“罪魁祸首”之一，<b>Wi-Fi5路由器可同时连接的设备数量并不够多，并且随着终端的增加、延迟也会严重、卡顿也更容易发生。</b></p><p>而现在的物联网设备越来越多，家里的空调、洗衣机、高压锅都是连着网的，而有限的网络资源无法得到合理的分配。</p><p>在这种情况下，Wi-Fi6的优势就体现出来了：在OFDMA<span>（正交频多分址）</span>和上下行MU-MIMO技术的加持下，优化了网络资源的分配和管理，从而大幅提升路由器的终端设备数量，并且减少延迟。</p><p><img src=\"https://static.tigerbbs.com/100048ce2268c88c5e25a9226ad92709\" /></p><p>以近期发布的小米AX3600路由器AIoT为例，无线速率高达2976Mbps，支持最多248台设备同时连接，并且延迟和覆盖都要强于Wi-Fi5的机器。</p><p>在这样的规格下，不仅满足了家庭日常物联网设备的需求，还能有多余的带机量来应对家庭聚会轰趴之类的设备多且复杂的环境。</p><p>Wi-Fi6路由器终于能说出一句：你们一起上吧，我能连200个。</p><p>第二招</p><p>5G：我主外，你主内</p><p><b>“高速率、广连接、低延时。”这些词你完全可以同时用来描述Wi-Fi6和5G，Wi-Fi6还多一个优点“更省电”。</b></p><p>长期以来，Wi-Fi和蜂窝网络就像当世两大武林高手，各有特色而又势均力敌：Wi-Fi通过单位流量价格便宜以及大数据流量场景的特点，一直作为蜂窝网络的室内补充而和平共存。</p><p>如今，5G和Wi-Fi6都在2019年来到了大众的视野中。他们的理论速度很接近，5G的峰值下行速度超过10Gb/s，Wi-Fi6的最快下行速度为9.6Gb/s；</p><p>两者都具有低延时，实验参数可能会有高低，但在大部分日常的应用场景中，都能做到非常快的相应。</p><p>那么5G和Wi-Fi6在应用场景上会不会发生冲突呢？并不会。<b>他们特性虽然一致，但应用场景却大不相同。</b></p><p><img src=\"https://static.tigerbbs.com/0913b6d3f00f2e5fe2802820436a4f4c\" /></p><p><b>Wi-Fi6无法覆盖5G的使用场景，目前大部分5G的应用场景在移动终端上，Wi-Fi6需要的宽带和路由器需要相对固定的使用环境；</b></p><p>5G也无法完全覆盖Wi-Fi6的使用场景，不太可能把家里的物联网设备都装上基带以支持5G网络，这样成本太高，并不现实。</p><p>所以<b>目前不必纠结在5G和Wi-Fi6之间二选一，在未来的相当一段时间内这两项技术都会是相互补充、共同发展的。</b></p><p>第三招</p><p>Mesh组网：终于等到你</p><p>Mesh网络即“无线网格”，我们可以把Mesh理解成一整套网络系统解决方案。</p><p><img src=\"https://static.tigerbbs.com/9567683c6915851bc035bc57f4332041\" /></p><p>说得通俗点，用户在使用单个路由器的情况下，网络往往无法覆盖整个房间，但也不能通过单纯增加路由器来解决这个问题，假设你从楼上走到楼下，Wi-Fi信号无法自动切换到楼下的路由器。</p><p>Mesh网络就解决了这个问题，通过多个路由器节点实现区域内的无缝漫游，可以使用单一的网络名称和密码，上网设备可以在多个节点网络之间自由切换。</p><p><img src=\"https://static.tigerbbs.com/a63ad1b5acb66c2fea8f66bfbd65b67f\" /></p><p>Mesh路由器部署简单、灵活，拥有优秀的网络漫游体验，但它还是存在一个比较致命的问题：节点间组网的通讯质量及速率。简单地说，传统的Wi-Fi5协议在Mesh组网中还是拖了后腿。</p><p>Wi-Fi6通过更高阶的调制方式<span>（1024-QAM）</span>以及更先进的上下行<span>（MU-MIMO）</span>大大的提升了Wi-Fi的速率，降低延迟，实现了更加优秀的无线回程体验，使得Mesh各节点间的通讯质量更加快速和顺滑。</p><p>Mesh和Wi-Fi6的强强联合发生了1+1&gt;2的效果：<b>Mesh提升了Wi-Fi6路由器覆盖范围和组网体验；而Wi-Fi6协议为Mesh网络提供了更强大的节点通讯质量。</b></p><p>相信在之后的一段时间，Wi-Fi6标准的Mesh产品会成为民用路由器领域的主流解决方案。</p>","source":"lsy1568283298901","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>为了Wi-Fi 6，华为和小米争个啥？</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{ 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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为了Wi-Fi 6，华为和小米争个啥？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-26 12:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Gk7BoKqGd2BzrM0jceJucQ><strong> IT时报  </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米$(01810)$10手机的Wi-Fi6网速还没有华为的Wi-Fi5快？随着小米在最新旗舰机小米10上装备了Wi-Fi6功能，华为终端高管在微博上提出了自己的质疑：“现在上市的Wi-Fi6手机理论带宽只有1200Mbps，实测最多900Mbps出头，根本到不了150MB/s。还不如2018年上市的华为Mate20（约1700Mbps）。”口水仗归口水仗，对于亿万手机用户来说，正好可以借此机会...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Gk7BoKqGd2BzrM0jceJucQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f13c850203b145e5423f51cfbe6a8594","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/Gk7BoKqGd2BzrM0jceJucQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193741176","content_text":"小米$(01810)$10手机的Wi-Fi6网速还没有华为的Wi-Fi5快？随着小米在最新旗舰机小米10上装备了Wi-Fi6功能，华为终端高管在微博上提出了自己的质疑：“现在上市的Wi-Fi6手机理论带宽只有1200Mbps，实测最多900Mbps出头，根本到不了150MB/s。还不如2018年上市的华为Mate20（约1700Mbps）。”口水仗归口水仗，对于亿万手机用户来说，正好可以借此机会重新认识一下Wi-Fi6，因为过不了多久，Wi-Fi6将逐渐成为手机和家庭Wi-Fi路由器的标配。Wi-Fi6：我改名了，也变强了Wi-Fi6标准在2019年中正式发布，是IEEE 802.11无线局域网标准的最新标准，并兼容之前的网络标准。但Wi-Fi6这个名字让大家感到陌生，第六代之前的Wi-Fi技术是什么？怎么之前从来没有听过Wi-Fi4和Wi-Fi5的叫法？其实，这可算是负责商业认证的Wi-Fi联盟玩的“文字游戏”，Wi-Fi6的技术代号是802.11ax，前代的Wi-Fi4和Wi-Fi5就是目前主流的802.11n/ac，也就是我们常用的2.4G频段（150Mbps）和5G频段（867Mbps），Wi-Fi联盟为了方便普通用户理解，所以干脆把802.11ax称作Wi-Fi6。Wi-Fi6相对于前代标准而言，同时适用于2.4G与5G频段，最大带宽高达9.6Gbps。同时，Wi-Fi6引入了多个新技术，让无线网络的通信质量、传输效率、能耗表现和物联网优化都有提升。例如，OFDMA（正交频多分址）就来自于曾经Wi-Fi技术的“竞争对手”蜂窝网络，可以实现多个终端可同时并行传输，不必排队等待、相互竞争，从而提升效率和降低时延，实现了对网络更有效的利用；TWT（定时唤醒）会可以理解成手机的“自动熄屏”功能，让Wi-Fi6更加省电，对物联网设备更友好；1024-QAM的调制方式可以让数据的收发更加紧密，相比Wi-Fi5有25%的速度提升；调制方式对比图（从左至右为从低阶到高阶）上下行MU-MIMO可以多天线同时收发数据，使多个设备可以同时高速上网。频宽：对不起，是我太优秀了Wi-Fi6如此强大，那为什么还会引起“小米10的Wi-Fi6还没有华为的Wi-Fi5快”这样的争议呢？这就涉及到另一个重要的参数：频宽。在数字通信领域，频宽被用来描述网络或线路理论上传输数据的最高速率，可以理解为公路的路面宽度，常见的频宽有20MHz、40MHz、80Mhz和160Mhz。根据802.11物理层标准的数据，Wi-Fi5（802.11ac）在160Mhz下每条数据流的最大速率为866.7Mbps，Wi-Fi6在160MHz上每条流的最大速率为1201Mbps，在80MHz频宽下每条流的最大速率为600.5Mbps。由于目前市面上Wi-Fi6的手机只支持80MHz的频宽，所以部分Wi-Fi5手机可以通过160MHz的频宽支持每条流最大866.7Mbps的速率，而Wi-Fi6手机则只能通过80MHz的频宽支持每条流最大600.5Mbps的速率。打个比方，Wi-Fi6虽然是速度更快的高速公路，但抵不住Wi-Fi5的车道多，所以单位时间内通过的车辆数量还是“输”了。假设在同样多“车道”数的情况下，Wi-Fi6的“通信效率”肯定是超过Wi-Fi5的。因此，“Wi-Fi6还没Wi-Fi5快”这样的说法是不科学的，因为他们并没有在同样频宽下进行测试。从居家的角度来说，大部分用户会使用穿透性更好、传输距离更远的80/40/20MHz以保证网络链接的稳定，而非传输速率更强的160MHz。假设使用160MHz的频宽，居家Wi-Fi网络是很难实现普通家庭的完美覆盖的。三招正确打开Wi-Fi6第一招路由器：你们一起上吧，我能连200个“该设备已离线”“准备连接10%”……如果你是一个物联网设备用户的话，应该对这几句话并不陌生。现在通讯的世界其实很拥挤，电视信号、手机信号、平板电脑、笔记本电脑等一系列数字设备占用了大量空气中看不见的通讯资源。所以相当一部分用户都会有这样的困扰：我明明装了千兆宽带，打王者荣耀还会卡？物联网设备还会连接不上？Wi-Fi5算是“罪魁祸首”之一，Wi-Fi5路由器可同时连接的设备数量并不够多，并且随着终端的增加、延迟也会严重、卡顿也更容易发生。而现在的物联网设备越来越多，家里的空调、洗衣机、高压锅都是连着网的，而有限的网络资源无法得到合理的分配。在这种情况下，Wi-Fi6的优势就体现出来了：在OFDMA（正交频多分址）和上下行MU-MIMO技术的加持下，优化了网络资源的分配和管理，从而大幅提升路由器的终端设备数量，并且减少延迟。以近期发布的小米AX3600路由器AIoT为例，无线速率高达2976Mbps，支持最多248台设备同时连接，并且延迟和覆盖都要强于Wi-Fi5的机器。在这样的规格下，不仅满足了家庭日常物联网设备的需求，还能有多余的带机量来应对家庭聚会轰趴之类的设备多且复杂的环境。Wi-Fi6路由器终于能说出一句：你们一起上吧，我能连200个。第二招5G：我主外，你主内“高速率、广连接、低延时。”这些词你完全可以同时用来描述Wi-Fi6和5G，Wi-Fi6还多一个优点“更省电”。长期以来，Wi-Fi和蜂窝网络就像当世两大武林高手，各有特色而又势均力敌：Wi-Fi通过单位流量价格便宜以及大数据流量场景的特点，一直作为蜂窝网络的室内补充而和平共存。如今，5G和Wi-Fi6都在2019年来到了大众的视野中。他们的理论速度很接近，5G的峰值下行速度超过10Gb/s，Wi-Fi6的最快下行速度为9.6Gb/s；两者都具有低延时，实验参数可能会有高低，但在大部分日常的应用场景中，都能做到非常快的相应。那么5G和Wi-Fi6在应用场景上会不会发生冲突呢？并不会。他们特性虽然一致，但应用场景却大不相同。Wi-Fi6无法覆盖5G的使用场景，目前大部分5G的应用场景在移动终端上，Wi-Fi6需要的宽带和路由器需要相对固定的使用环境；5G也无法完全覆盖Wi-Fi6的使用场景，不太可能把家里的物联网设备都装上基带以支持5G网络，这样成本太高，并不现实。所以目前不必纠结在5G和Wi-Fi6之间二选一，在未来的相当一段时间内这两项技术都会是相互补充、共同发展的。第三招Mesh组网：终于等到你Mesh网络即“无线网格”，我们可以把Mesh理解成一整套网络系统解决方案。说得通俗点，用户在使用单个路由器的情况下，网络往往无法覆盖整个房间，但也不能通过单纯增加路由器来解决这个问题，假设你从楼上走到楼下，Wi-Fi信号无法自动切换到楼下的路由器。Mesh网络就解决了这个问题，通过多个路由器节点实现区域内的无缝漫游，可以使用单一的网络名称和密码，上网设备可以在多个节点网络之间自由切换。Mesh路由器部署简单、灵活，拥有优秀的网络漫游体验，但它还是存在一个比较致命的问题：节点间组网的通讯质量及速率。简单地说，传统的Wi-Fi5协议在Mesh组网中还是拖了后腿。Wi-Fi6通过更高阶的调制方式（1024-QAM）以及更先进的上下行（MU-MIMO）大大的提升了Wi-Fi的速率，降低延迟，实现了更加优秀的无线回程体验，使得Mesh各节点间的通讯质量更加快速和顺滑。Mesh和Wi-Fi6的强强联合发生了1+1>2的效果：Mesh提升了Wi-Fi6路由器覆盖范围和组网体验；而Wi-Fi6协议为Mesh网络提供了更强大的节点通讯质量。相信在之后的一段时间，Wi-Fi6标准的Mesh产品会成为民用路由器领域的主流解决方案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}