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不正常人类研究协会主席
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不正常人类研究协会主席
2022-03-16
$恒生科技指数(HSTECH)$
太惊人了,这可是大盘啊,不是一只股票。空头估计都吓傻了
不正常人类研究协会主席
2022-02-04
$Faraday Future(FFIE)$
贾老板这么搞,以后中概还有信誉可言嘛[傲娇] [傲娇] [傲娇]
不正常人类研究协会主席
2022-01-28
$NQ100指数主连 2203(NQmain)$
感觉这次下跌美联储不能救,救了就说明美股在就业数据这么好的情况下除了放水可以上涨外就没有别的经济工具可以用了
不正常人类研究协会主席
2022-01-27
$人人网(RENN)$
价值投资[笑哭] [捂脸] [捂脸]
不正常人类研究协会主席
2022-01-24
$纳斯达克(.IXIC)$
估计放水部分全部要跌回去,这么算的话9000~10000点差不多
不正常人类研究协会主席
2021-12-31
$NQ100指数主连 2203(NQmain)$
要横盘[冷漠] [冷漠]
不正常人类研究协会主席
2021-12-30
写这篇文章的逻辑水平都没有到小学生吧,人工智能,网络安全,大数据不都是faang搞的吗,这类技术不投faang投啥
2022年放弃FAANG,寻找ABC
不正常人类研究协会主席
2021-09-06
$高途(GOTU)$
要起飞了
不正常人类研究协会主席
2021-08-05
$Fastly, Inc.(FSLY)$
今天回40?
不正常人类研究协会主席
2021-07-13
$滴滴(DIDI)$
滴滴最终香港上市,外资都还没套现,暂时还倒不了。
不正常人类研究协会主席
2021-06-08
$Fastly, Inc.(FSLY)$
貌似fastly今天服务器全球宕机,reddit都不能访问了[捂脸] [捂脸] [捂脸]
不正常人类研究协会主席
2021-05-13
$纳斯达克(.IXIC)$
巴以冲突导致美元汇率走强了,今晚纳指也许不会太难看
不正常人类研究协会主席
2021-05-13
$纳斯达克(.IXIC)$
CPI数据爆表,市场就料定美联储不会QE了,空头也就放心了。既然这样美联储要救美股,还不如干脆点加息算了
不正常人类研究协会主席
2021-05-12
$中芯国际(00981)$
和A股比起来市盈率差太多,除了恶意做空外想不出来还有什么其他原因了,A股put和做空都是不行的。后悔买了港股的中芯国际
不正常人类研究协会主席
2021-05-11
$纳斯达克(.IXIC)$
今天预感会v起来
不正常人类研究协会主席
2021-04-15
$台积电(TSM)$
目前这个营收是意料之中的,没有什么潜在增长没啥想象空间,也就维持股价继续横盘,3nm量产才是爆发点。拿着下半年等3nm量产消息,按官方计划2022上半年实现量产,那今年下半年3nm稍有风吹草动就会爆发
不正常人类研究协会主席
2021-04-13
$AMD(AMD)$
我更看好英特尔和英伟达,gpu的市场目前是英伟达更大,CPU是英特尔,英特尔有自己的gpu,虽然也只是1050TI的水准,但是据说今年也要出重磅gpu,英特尔有自己的工厂,如果英特尔今后把gpu也拿下了那盈利能力绝对是这三个最强的
不正常人类研究协会主席
2021-04-13
$AMD(AMD)$
现在英伟达也造CPU了,AMD表示压力有点点大
不正常人类研究协会主席
2021-04-01
$英特尔(INTC)$
P/E is only 12. Sooo undervalued
不正常人类研究协会主席
2021-03-31
$Coursera, Inc.(COUR)$
几点可以交易啊
去老虎APP查看更多动态
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2203(NQmain)$ 要横盘[冷漠] [冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692682557","isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692308716,"gmtCreate":1640837879904,"gmtModify":1640843232952,"author":{"id":"3523146184044515","authorId":"3523146184044515","name":"不正常人类研究协会主席","avatar":"https://static.tigerbbs.com/295002cbeb05ad55fb5ac979997b9bd2","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523146184044515","authorIdStr":"3523146184044515"},"themes":[],"htmlText":"写这篇文章的逻辑水平都没有到小学生吧,人工智能,网络安全,大数据不都是faang搞的吗,这类技术不投faang投啥","listText":"写这篇文章的逻辑水平都没有到小学生吧,人工智能,网络安全,大数据不都是faang搞的吗,这类技术不投faang投啥","text":"写这篇文章的逻辑水平都没有到小学生吧,人工智能,网络安全,大数据不都是faang搞的吗,这类技术不投faang投啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692308716","repostId":"2195469383","repostType":2,"repost":{"id":"2195469383","kind":"highlight","pubTimestamp":1640829555,"share":"https://www.laohu8.com/m/news/2195469383?lang=&edition=full","pubTime":"2021-12-30 09:59","market":"hk","language":"zh","title":"2022年放弃FAANG,寻找ABC","url":"https://stock-news.laohu8.com/highlight/detail?id=2195469383","media":"Wind资讯","summary":"瑞银预测,2020年至2025年,大数据市场每年将增长8%。瑞银表示,得益于企业IT支出稳步增加以及云安全的应用加强,预计2020年至2025年期间,网络安全行业将平均增长10%。瑞银指出:“我们继续看到科技巨头的强劲表现,但进入2022年,其估值约为30倍预期市盈率,明年的预期盈利增速将在百分十几的低双位数,而且大型科技公司仍然面临监管风险。”","content":"<html><head></head><body><p>多年来,“FAANG”之类的美国大型科技股一直是投资者谈论的焦点。<a href=\"https://laohu8.com/S/UBS\">瑞银</a>财富管理认为,现在是时候将目光投向它们之外,<b>聚焦“科技的ABC”了,即人工智能(AI)、大数据(Big data)和网络安全(Cybersecurity)</b>。策略师称,为了把握该趋势带来机会,投资者应该关注中小型科技公司和私募市场。</p><p>瑞银在一份报告中写道,预计人工智能、大数据和网络安全这三个领域的总营收将从2020年的3860亿美元增长至2025年的6250亿美元。</p><p>在瑞银看来,人工智能领域营收的年增长率应是最快的,预计接近20%,而大数据和网络安全领域的营收料将以每年8-10%的速度增长,但利润扩张的潜力更大。瑞银表示:</p><blockquote><b>“总体而言,我们预计,与我们‘科技ABC’题材相关的公司每股收益(EPS)年增速将达到16%。”</b></blockquote><p><b>人工智能</b>如今已广泛应用于导航、定价、广告、人脸识别和翻译等领域。瑞银认为,未来几年,企业将加大人工智能的应用,以改善客户体验,降低产品和服务的成本,以及开发新的业务线。</p><blockquote><b>“我们预计,人工智能服务和硬件市场将每年增长20%,到2025年市场规模将达到900亿美元,若计算能力、研发、机器学习和深度学习能力的提升速度超过我们的预期,甚至有望带来惊喜。”</b></blockquote><p><b>大数据</b>方面,瑞银表示,预计2020年到2030年,全球数据量将扩大10倍以上,达到660泽字节——相当于地球上每个人拥有610部容量128GB的iPhone。</p><p>瑞银预测,2020年至2025年,大数据市场每年将增长8%。</p><blockquote>“如果新兴市场大数据的使用超过我们的预期,我们的估计可能会被证明是保守的。”瑞银指出,数据在其生命周期中经历六个不同的阶段:创建、传输、存储、处理、消费和变现,“我们关注那些涉足数字数据生命周期中所有阶段的公司”。</blockquote><p><b>网络安全</b>方面,瑞银报告指出,联网设备数量正在迅速增长,但与此同时,根据2021年诺顿网络安全洞察报告,10个国家/地区的近3.3亿人在过去12个月中遭遇了网络犯罪。同时,在企业层面,转向云计算大大降低了公司成本,但也增加了网络攻击的潜在影响。瑞银表示,得益于企业IT支出稳步增加以及云安全的应用加强,预计2020年至2025年期间,网络安全行业将平均增长10%。</p><p>此外,瑞银还提到,5G技术的推出将增强“ABC”技术的影响力,让以前各种不可行的应用成为可能。其中包括固定无线接入、自动驾驶、沉浸式增强现实和虚拟现实(AR/VR)、远程手术、大规模工业物联网、数据驱动的农业技术和高度互联的智慧城市。瑞银称:</p><blockquote>“我们在5G推动者和平台受益者身上看到机会,预计未来三年将有15%左右的盈利增长潜力。”</blockquote><p><b>放眼科技巨头以外</b></p><p>投资引领美国股市上涨的大型科技股固然可以让投资者接触到一些“科技的ABC”敞口,但同时也面临着高估值、盈利增长放缓等风险。瑞银指出:</p><blockquote>“我们继续看到科技巨头的强劲表现,但进入2022年,其估值约为30倍预期市盈率,明年的预期盈利增速将在百分十几的低双位数,而且大型科技公司仍然面临监管风险。”</blockquote><p>此外,历史表明,市值最大的公司不是一成不变的。因此,瑞银认为,投资者也应关注更新、更灵活、成长更快的公司,以便参与新趋势和技术创新。“这点在公开和私募市场上均能实现。”</p><p>瑞银看好中小型科技股,认为它们的盈利增长速度将快于大型科技股,并且面临的监管或税收风险更低,从整合中获益的机会也更大。</p><p>瑞银并称,投资者还可通过私募基金投资尚未在公开市场上市的早期成长型公司。PitchBook的数据显示,全球约有43.7万家科技公司未上市,而在交易所上市的只有8100家。</p><blockquote>“目前,私募股权投资者在医疗科技、金融科技、数字订阅以及那些受益于向更可持续经济转变的领域尤为活跃。”</blockquote></body></html>","source":"wind","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>2022年放弃FAANG,寻找ABC</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; 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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\">\n2022年放弃FAANG,寻找ABC\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 09:59 北京时间 <a href=http://mp.weixin.qq.com/s?__biz=MjM5ODQ4MjgyMQ==&mid=2651205553&idx=3&sn=a78e4593d3df05b2bd8d502dee64ac58&chksm=bd38895b8a4f004de553f20bc02cd5a11f9c33aebb9fc9db09fba46cbb8e2bcb00e017b1d564#rd><strong>Wind资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>多年来,“FAANG”之类的美国大型科技股一直是投资者谈论的焦点。瑞银财富管理认为,现在是时候将目光投向它们之外,聚焦“科技的ABC”了,即人工智能(AI)、大数据(Big data)和网络安全(Cybersecurity)。策略师称,为了把握该趋势带来机会,投资者应该关注中小型科技公司和私募市场。瑞银在一份报告中写道,预计人工智能、大数据和网络安全这三个领域的总营收将从2020年的3860亿美元...</p>\n\n<a href=\"http://mp.weixin.qq.com/s?__biz=MjM5ODQ4MjgyMQ==&mid=2651205553&idx=3&sn=a78e4593d3df05b2bd8d502dee64ac58&chksm=bd38895b8a4f004de553f20bc02cd5a11f9c33aebb9fc9db09fba46cbb8e2bcb00e017b1d564#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/817cce8afd9c6d0c800f1364edda0141","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"http://mp.weixin.qq.com/s?__biz=MjM5ODQ4MjgyMQ==&mid=2651205553&idx=3&sn=a78e4593d3df05b2bd8d502dee64ac58&chksm=bd38895b8a4f004de553f20bc02cd5a11f9c33aebb9fc9db09fba46cbb8e2bcb00e017b1d564#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195469383","content_text":"多年来,“FAANG”之类的美国大型科技股一直是投资者谈论的焦点。瑞银财富管理认为,现在是时候将目光投向它们之外,聚焦“科技的ABC”了,即人工智能(AI)、大数据(Big data)和网络安全(Cybersecurity)。策略师称,为了把握该趋势带来机会,投资者应该关注中小型科技公司和私募市场。瑞银在一份报告中写道,预计人工智能、大数据和网络安全这三个领域的总营收将从2020年的3860亿美元增长至2025年的6250亿美元。在瑞银看来,人工智能领域营收的年增长率应是最快的,预计接近20%,而大数据和网络安全领域的营收料将以每年8-10%的速度增长,但利润扩张的潜力更大。瑞银表示:“总体而言,我们预计,与我们‘科技ABC’题材相关的公司每股收益(EPS)年增速将达到16%。”人工智能如今已广泛应用于导航、定价、广告、人脸识别和翻译等领域。瑞银认为,未来几年,企业将加大人工智能的应用,以改善客户体验,降低产品和服务的成本,以及开发新的业务线。“我们预计,人工智能服务和硬件市场将每年增长20%,到2025年市场规模将达到900亿美元,若计算能力、研发、机器学习和深度学习能力的提升速度超过我们的预期,甚至有望带来惊喜。”大数据方面,瑞银表示,预计2020年到2030年,全球数据量将扩大10倍以上,达到660泽字节——相当于地球上每个人拥有610部容量128GB的iPhone。瑞银预测,2020年至2025年,大数据市场每年将增长8%。“如果新兴市场大数据的使用超过我们的预期,我们的估计可能会被证明是保守的。”瑞银指出,数据在其生命周期中经历六个不同的阶段:创建、传输、存储、处理、消费和变现,“我们关注那些涉足数字数据生命周期中所有阶段的公司”。网络安全方面,瑞银报告指出,联网设备数量正在迅速增长,但与此同时,根据2021年诺顿网络安全洞察报告,10个国家/地区的近3.3亿人在过去12个月中遭遇了网络犯罪。同时,在企业层面,转向云计算大大降低了公司成本,但也增加了网络攻击的潜在影响。瑞银表示,得益于企业IT支出稳步增加以及云安全的应用加强,预计2020年至2025年期间,网络安全行业将平均增长10%。此外,瑞银还提到,5G技术的推出将增强“ABC”技术的影响力,让以前各种不可行的应用成为可能。其中包括固定无线接入、自动驾驶、沉浸式增强现实和虚拟现实(AR/VR)、远程手术、大规模工业物联网、数据驱动的农业技术和高度互联的智慧城市。瑞银称:“我们在5G推动者和平台受益者身上看到机会,预计未来三年将有15%左右的盈利增长潜力。”放眼科技巨头以外投资引领美国股市上涨的大型科技股固然可以让投资者接触到一些“科技的ABC”敞口,但同时也面临着高估值、盈利增长放缓等风险。瑞银指出:“我们继续看到科技巨头的强劲表现,但进入2022年,其估值约为30倍预期市盈率,明年的预期盈利增速将在百分十几的低双位数,而且大型科技公司仍然面临监管风险。”此外,历史表明,市值最大的公司不是一成不变的。因此,瑞银认为,投资者也应关注更新、更灵活、成长更快的公司,以便参与新趋势和技术创新。“这点在公开和私募市场上均能实现。”瑞银看好中小型科技股,认为它们的盈利增长速度将快于大型科技股,并且面临的监管或税收风险更低,从整合中获益的机会也更大。瑞银并称,投资者还可通过私募基金投资尚未在公开市场上市的早期成长型公司。PitchBook的数据显示,全球约有43.7万家科技公司未上市,而在交易所上市的只有8100家。“目前,私募股权投资者在医疗科技、金融科技、数字订阅以及那些受益于向更可持续经济转变的领域尤为活跃。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":3430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817102885,"gmtCreate":1630914587447,"gmtModify":1630914587447,"author":{"id":"3523146184044515","authorId":"3523146184044515","name":"不正常人类研究协会主席","avatar":"https://static.tigerbbs.com/295002cbeb05ad55fb5ac979997b9bd2","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523146184044515","authorIdStr":"3523146184044515"},"themes":[],"htmlText":"<a 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