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haha119
01-27
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:俺也一样//
@haha119
:小姐姐是咋选股的,我选来选去,买了个停牌股,直接就被锁了
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2023-10-17
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2023-04-17
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haha119
2023-04-17
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商业地产是倒逼美联储重启QE的“最后一根稻草”吗?
haha119
2023-04-17
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@haha119:俺也一样//@haha119:小姐姐是咋选股的,我选来选去,买了个停牌股,直接就被锁了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/267559777468544","repostId":"264843418058896","repostType":1,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231327251116352,"gmtCreate":1697499628246,"gmtModify":1697506925830,"author":{"id":"3571820697523930","authorId":"3571820697523930","name":"haha119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231327251116352","repostId":"2376147149","repostType":2,"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651884988,"gmtCreate":1681744483745,"gmtModify":1681745524220,"author":{"id":"3571820697523930","authorId":"3571820697523930","name":"haha119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651884988","repostId":"1176434265","repostType":2,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651885438,"gmtCreate":1681744419525,"gmtModify":1681745524219,"author":{"id":"3571820697523930","authorId":"3571820697523930","name":"haha119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651885438","repostId":"1176434265","repostType":2,"repost":{"id":"1176434265","pubTimestamp":1681739466,"share":"https://www.laohu8.com/m/news/1176434265?lang=&edition=full","pubTime":"2023-04-17 21:51","market":"us","language":"zh","title":"商业地产是倒逼美联储重启QE的“最后一根稻草”吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1176434265","media":"华尔街见闻","summary":"假如商业地产泡沫再次破裂,距离美联储转向宽松或许也不远了。越来越多的华尔街分析师们开始提出,商业地产将成为美国经济的“定时炸弹”,这关系到的不仅是大小银行,还有广泛的美国经济,而一旦商业地产“暴雷”,","content":"<html><head></head><body><blockquote><strong>假如商业地产泡沫再次破裂,距离美联储转向宽松或许也不远了。</strong></blockquote><p style=\"text-align: justify;\">越来越多的华尔街分析师们开始提出,商业地产将成为美国经济的“定时炸弹”,这关系到的不仅是大小银行,还有广泛的美国经济,而一旦商业地产“暴雷”,紧随其后的很可能是美联储的再次QE(量化宽松)。</p><p style=\"text-align: justify;\">上周,摩根士丹利和美国银行不约而同在报告中警告商业地产的风险,前者指出美国写字楼和零售商业地产可能将出现30-40%的回撤,而后者的策略师——被称为华尔街“最准分析师”的Michael Hartnett——写道:</p><blockquote>你知道什么是商业房地产,它是一条紧紧缠绕在经济周围的蛇,会抑制未来2年的增长。</blockquote><p style=\"text-align: justify;\">阿波罗首席经济学家Torsten Slok则更为直白,他类比了2008年的金融危机,提到美联储可能“陷入恐慌”,然后重新开始量化宽松:</p><blockquote>2008年房地产泡沫破灭后,新房建设下降超过50%,住宅投资拉动GDP增速连续三年下降1%。由于商业地产建设约占住宅投资规模的75%,而且在建的摩天大楼和购物中心较少,破裂的商业地产泡沫可能会拖累未来三年约0.75%的GDP增长。随着商业房地产泡沫破灭,我们很可能进入低增长的三年,类似于我们在2008年房地产泡沫破灭后看到的情况。<strong>也就是说,一旦美联储在今年晚些时候开始降息,利率利率可能会在几年内保持低位,量化宽松政策可能会在2024年回归。</strong></blockquote><p style=\"text-align: justify;\">在三月的银行危机中,美联储的确已经展现出了这样的倾向——随着银行业危机发酵,美联储重新大幅投入4000亿美元流动性,美国大小银行准备金水平陡然提高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8153a41311248287a09bc1699c3eabbf\" tg-width=\"640\" tg-height=\"344\"/></p><p style=\"text-align: justify;\">这也反映在美联储的资产负债表——<strong>去年一直在收缩的资产负债表,今年三月再次扩大。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5c5ea3fbb85ea16145d2b37495f333c\" tg-width=\"640\" tg-height=\"329\"/></p><h2>地产倒塌,拖垮银行</h2><p style=\"text-align: justify;\">尽管今年的商业地产与2008年有着诸多不同之处,但随着区域性银行成为了2008年金融危机之后商业地产的主要参与者,这反而可能牵动另一场系统性风险。</p><p style=\"text-align: justify;\">摩根大通资产管理策略师Michael Cembalest在其报告中写道:</p><blockquote>乍一看,商业地产的过剩现象在这个周期看起来并不那么糟糕。 商业地产借贷占GDP的比例远远低于上世纪80年代和2000年的两个峰值,商业抵押贷款支持证券(CMBS)市场的承销标准也比2008年之前的好……但是,CMBS在商业地产贷款中所占份额很小,尤其是与(主要是区域性)银行相比,后者在办公、零售、酒店和工业贷款方面的风险敞口更大。<strong>自2015年以来,区域性银行占银行商业地产贷款增量的 90%。</strong></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35a20c0dda6825fcdb32d71e61464611\" tg-width=\"618\" tg-height=\"414\"/></p><p style=\"text-align: justify;\">与此同时,商业地产,尤其是写字楼的价值正在“一泻千里”。</p><p style=\"text-align: justify;\">正如华尔街见闻稍早时候曾提及,曼哈顿写字楼空置率达到了历史最高的16%,旧金山的写字楼空置率则更是高达30%。一项来自斯坦福大学、芝加哥大学和墨西哥自治理工学院的研究显示,在新冠疫情之后,纽约正在经历因远程工作趋势而导致的人均年度支出最大减少。</p><p style=\"text-align: justify;\">地产信息商Green Street估计,<strong>去年写字楼的评估价值下降了25%,是所有房地产类型中的最大评估下降。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd949a0a123d1b07a4ccb0ad9ddf42bd\" tg-width=\"632\" tg-height=\"411\"/></p><p style=\"text-align: justify;\">自2020年以来,写字楼租金增长一直远低于其他房地产类型,甚至低于零售业;写字楼租赁活动已回落至疫情低点附近,销售额2022年以来下降了66%。</p><p style=\"text-align: justify;\">Cembalest测算指出,<strong>如果贷款在当前环境下到期,即使对资本化率、贷款价值比(LTV)和净营业收入(NOI)假设进行轻微的改变,也可能迫使房地产所有者在当前环境下筹集大量昂贵的次级融资</strong>:</p><blockquote>7.5%的债务成本,40%的LTV和-1%的年化NOI下降,最终导致9.75%的资本利率和未来2-3年内写字楼价值比目前水平下降40%。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04c265b3d6064f5b777b3a39c6df2e75\" tg-width=\"604\" tg-height=\"424\"/></p><p style=\"text-align: justify;\">摩根士丹利的研究指出,到2025年,约有价值1.35-1.46 万亿美元 (30-32%) 的商业地产债务到期,其中银行持有约42-56%的到期债务。银行既是资产的直接贷方,也是机构和非机构CMBS的购买者。银行持有每年到期债务的36-64%,占机构CMBS的近一半和非机构CMBS投资者的10-15%。</p><p style=\"text-align: justify;\">因此,在面临股权价值全面损失的情况下,股权投资者一直在减少写字楼的敞口也就不足为奇。但不幸的是,对于商业地产贷款人,也就是那些拥有大量商业地产贷款的小银行来说,退出可能不是一件易事,<strong>尤其是占其商业地产贷款总额约20%的写字楼风险敞口。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94db6ae109a005612a1d9b3209080f9e\" tg-width=\"624\" tg-height=\"886\"/></p><p style=\"text-align: justify;\">最后,Cembalest还表示,根据摩根大通投资银行进行的一项银行压力测试,假设写字楼贷款拖欠率为21%,零售商业地产贷款拖欠率为15%,两者的回收率约为60%,损失发生在3-5年内(极为保守的假设)。结果是:</p><blockquote>一些较小的区域性银行的一级资本最多会减少30-40个基点。虽然这看起来不是很大,但这个分析假设2022年的拨备前收入水平将在3-5年的损失经历中持续存在。由于客户存款成本的提高和可能出现的经济衰退,许多银行的拨备前收入可能会下降。因此,估计对资本的打击可能要大得多。</blockquote></body></html>","source":"wallstreetcn_api","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>商业地产是倒逼美联储重启QE的“最后一根稻草”吗?</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商业地产是倒逼美联储重启QE的“最后一根稻草”吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-17 21:51 北京时间 <a href=https://wallstreetcn.com/articles/3686705><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>假如商业地产泡沫再次破裂,距离美联储转向宽松或许也不远了。越来越多的华尔街分析师们开始提出,商业地产将成为美国经济的“定时炸弹”,这关系到的不仅是大小银行,还有广泛的美国经济,而一旦商业地产“暴雷”,紧随其后的很可能是美联储的再次QE(量化宽松)。上周,摩根士丹利和美国银行不约而同在报告中警告商业地产的风险,前者指出美国写字楼和零售商业地产可能将出现30-40%的回撤,而后者的策略师——被称为...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686705\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3686705","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176434265","content_text":"假如商业地产泡沫再次破裂,距离美联储转向宽松或许也不远了。越来越多的华尔街分析师们开始提出,商业地产将成为美国经济的“定时炸弹”,这关系到的不仅是大小银行,还有广泛的美国经济,而一旦商业地产“暴雷”,紧随其后的很可能是美联储的再次QE(量化宽松)。上周,摩根士丹利和美国银行不约而同在报告中警告商业地产的风险,前者指出美国写字楼和零售商业地产可能将出现30-40%的回撤,而后者的策略师——被称为华尔街“最准分析师”的Michael Hartnett——写道:你知道什么是商业房地产,它是一条紧紧缠绕在经济周围的蛇,会抑制未来2年的增长。阿波罗首席经济学家Torsten Slok则更为直白,他类比了2008年的金融危机,提到美联储可能“陷入恐慌”,然后重新开始量化宽松:2008年房地产泡沫破灭后,新房建设下降超过50%,住宅投资拉动GDP增速连续三年下降1%。由于商业地产建设约占住宅投资规模的75%,而且在建的摩天大楼和购物中心较少,破裂的商业地产泡沫可能会拖累未来三年约0.75%的GDP增长。随着商业房地产泡沫破灭,我们很可能进入低增长的三年,类似于我们在2008年房地产泡沫破灭后看到的情况。也就是说,一旦美联储在今年晚些时候开始降息,利率利率可能会在几年内保持低位,量化宽松政策可能会在2024年回归。在三月的银行危机中,美联储的确已经展现出了这样的倾向——随着银行业危机发酵,美联储重新大幅投入4000亿美元流动性,美国大小银行准备金水平陡然提高。这也反映在美联储的资产负债表——去年一直在收缩的资产负债表,今年三月再次扩大。地产倒塌,拖垮银行尽管今年的商业地产与2008年有着诸多不同之处,但随着区域性银行成为了2008年金融危机之后商业地产的主要参与者,这反而可能牵动另一场系统性风险。摩根大通资产管理策略师Michael Cembalest在其报告中写道:乍一看,商业地产的过剩现象在这个周期看起来并不那么糟糕。 商业地产借贷占GDP的比例远远低于上世纪80年代和2000年的两个峰值,商业抵押贷款支持证券(CMBS)市场的承销标准也比2008年之前的好……但是,CMBS在商业地产贷款中所占份额很小,尤其是与(主要是区域性)银行相比,后者在办公、零售、酒店和工业贷款方面的风险敞口更大。自2015年以来,区域性银行占银行商业地产贷款增量的 90%。与此同时,商业地产,尤其是写字楼的价值正在“一泻千里”。正如华尔街见闻稍早时候曾提及,曼哈顿写字楼空置率达到了历史最高的16%,旧金山的写字楼空置率则更是高达30%。一项来自斯坦福大学、芝加哥大学和墨西哥自治理工学院的研究显示,在新冠疫情之后,纽约正在经历因远程工作趋势而导致的人均年度支出最大减少。地产信息商Green Street估计,去年写字楼的评估价值下降了25%,是所有房地产类型中的最大评估下降。自2020年以来,写字楼租金增长一直远低于其他房地产类型,甚至低于零售业;写字楼租赁活动已回落至疫情低点附近,销售额2022年以来下降了66%。Cembalest测算指出,如果贷款在当前环境下到期,即使对资本化率、贷款价值比(LTV)和净营业收入(NOI)假设进行轻微的改变,也可能迫使房地产所有者在当前环境下筹集大量昂贵的次级融资:7.5%的债务成本,40%的LTV和-1%的年化NOI下降,最终导致9.75%的资本利率和未来2-3年内写字楼价值比目前水平下降40%。摩根士丹利的研究指出,到2025年,约有价值1.35-1.46 万亿美元 (30-32%) 的商业地产债务到期,其中银行持有约42-56%的到期债务。银行既是资产的直接贷方,也是机构和非机构CMBS的购买者。银行持有每年到期债务的36-64%,占机构CMBS的近一半和非机构CMBS投资者的10-15%。因此,在面临股权价值全面损失的情况下,股权投资者一直在减少写字楼的敞口也就不足为奇。但不幸的是,对于商业地产贷款人,也就是那些拥有大量商业地产贷款的小银行来说,退出可能不是一件易事,尤其是占其商业地产贷款总额约20%的写字楼风险敞口。最后,Cembalest还表示,根据摩根大通投资银行进行的一项银行压力测试,假设写字楼贷款拖欠率为21%,零售商业地产贷款拖欠率为15%,两者的回收率约为60%,损失发生在3-5年内(极为保守的假设)。结果是:一些较小的区域性银行的一级资本最多会减少30-40个基点。虽然这看起来不是很大,但这个分析假设2022年的拨备前收入水平将在3-5年的损失经历中持续存在。由于客户存款成本的提高和可能出现的经济衰退,许多银行的拨备前收入可能会下降。因此,估计对资本的打击可能要大得多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651885185,"gmtCreate":1681744366847,"gmtModify":1681745524284,"author":{"id":"3571820697523930","authorId":"3571820697523930","name":"haha119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651885185","repostId":"1176434265","repostType":2,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":651885438,"gmtCreate":1681744419525,"gmtModify":1681745524219,"author":{"id":"3571820697523930","authorId":"3571820697523930","name":"haha119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651885438","repostId":"1176434265","repostType":2,"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":267559777468544,"gmtCreate":1706346750284,"gmtModify":1706346752670,"author":{"id":"3571820697523930","authorId":"3571820697523930","name":"haha119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3571820697523930\">@haha119</a>:俺也一样//<a href=\"https://laohu8.com/U/3571820697523930\">@haha119</a>:小姐姐是咋选股的,我选来选去,买了个停牌股,直接就被锁了","listText":"Replying to <a href=\"https://laohu8.com/U/3571820697523930\">@haha119</a>:俺也一样//<a href=\"https://laohu8.com/U/3571820697523930\">@haha119</a>:小姐姐是咋选股的,我选来选去,买了个停牌股,直接就被锁了","text":"Replying to @haha119:俺也一样//@haha119:小姐姐是咋选股的,我选来选去,买了个停牌股,直接就被锁了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/267559777468544","repostId":"264843418058896","repostType":1,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231327251116352,"gmtCreate":1697499628246,"gmtModify":1697506925830,"author":{"id":"3571820697523930","authorId":"3571820697523930","name":"haha119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231327251116352","repostId":"2376147149","repostType":2,"repost":{"id":"2376147149","pubTimestamp":1697488200,"share":"https://www.laohu8.com/m/news/2376147149?lang=&edition=full","pubTime":"2023-10-17 04:30","market":"sh","language":"zh","title":"美股成交额TOP20 | 美银称英伟达未来更光明,予目标价650美元;Lululemon涨超10%,将被纳入标普500指数","url":"https://stock-news.laohu8.com/highlight/detail?id=2376147149","media":"环球市场播报","summary":"第8名加拿大体育运动服装品牌Lululemon收高10.31%,成交47.18亿美元。标普道琼斯指数表示Lululemon将取代动视暴雪被纳入标普500指数,将于10月18日开盘前生效。其中,公司将Paxlovid的2023年全年收入预期下调了约70亿美元,将Comirnaty的2023年全年收入预期下调了约20亿美元。该药物目前正在美国和欧盟接受审查,用于患有肥胖或超重并伴有体重相关合并症的成年人。该行将在本周公布第三季度业绩。","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/b4f04785e72effaba755d185205d4735\" alt=\"\"/></p><p><strong>周一美股成交额第1名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收高1.12%,成交224.03亿美元。</strong>特斯拉将在本周三公布财报。据车辆评估机构凯莉蓝皮书发布数据显示,在针对其产品进行价格调整以开启全球价格战后,特斯拉主要产品(Model 3/Y)在第三季度的售价比去年同期降低了大约25%。</p><p>另据报道,著名投资者凯西伍德旗下基金已经连续两周抛售特斯拉股票。继10月的第一周卖出价值逾3000万美元的特斯拉股票后,伍德的基金上周又卖出了该公司价值逾2000万美元的股票,其中周二卖出了31418股,价值约828万美元,周三卖出37268股,价值908万美元,周五卖出13188股,价值331万美元。</p><p><strong>第2名<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收高1.39%,成交169.89亿美元。</strong>据半导体行业人士消息,但由于需求快速增长,英伟达公司决定将Blackwell B100的发布日期从原定的2024年四季度提前至二季度。此外,原定于明年二季度进行的质量测试也已提前至一季度。</p><p>美银分析师Vivek Arya表示,随着英伟达公司加快了产品发布的步伐,并加强了其相对于竞争对手的地位,其股票的未来更加光明。该分析师予英伟达“买入”评级,目标价为650美元。</p><p><strong>第3名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收跌0.07%,成交92.35亿美元。</strong>有报道称苹果iPhone 15系列在中国首发17天内的销量较2022年发行的iPhone 14系列下降4.5%。分析师预计苹果iPhone 15的销量较iPhone 14系列将以两位数的速度下滑。</p><p>另据报道,由于苹果Apple Card业务表现欠佳,导致合作银行<a href=\"https://laohu8.com/S/GS\">高盛</a>损失惨重。为此,高盛一直想放弃这项合作,但并未与苹果谈拢。有数据显示,高盛为每位新Apple Card用户花费350美元。2022年,高盛亏损了12亿美元,主要就是因为Apple Card。</p><p><strong>第4名<a href=\"https://laohu8.com/S/MSFT\">微软</a>收高1.5%,成交73.07亿美元。</strong>据报道,微软旗下的领英将裁员500多人,本次为今年第二轮裁员。</p><p><strong>第5名<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>收高2.13%,成交55.92亿美元。</strong>亚马逊公司周一表示,Project Kuiper测试卫星运行正常。</p><p><strong>第6名<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>收高2.05%,成交51.32亿美元。</strong></p><p><strong>第8名加拿大体育运动服装品牌Lululemon收高10.31%,成交47.18亿美元。</strong>标普道琼斯指数表示Lululemon将取代动视暴雪被纳入标普500指数,将于10月18日开盘前生效。</p><p><strong>第12名<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>收高3.61%,成交21.01亿美元。</strong>受新冠产品销售锐减影响,辉瑞公司公司决定再次下调业绩预期。</p><p>该公司当前预计今年全年的营业收入范围在580亿到610亿美元,较之前给出的指引范围670亿到700亿美元大幅下调90亿美元,降幅约12.9%到13.4%。其中,公司将Paxlovid的2023年全年收入预期下调了约70亿美元,将Comirnaty的2023年全年收入预期下调了约20亿美元。</p><p><strong>第15名Netflix收高1.45%,成交18.34亿美元。</strong>Netflix将于周四发布第三季度财报,受阻止密码共享政策的推动,预计Netflix第三季度订阅用户数量将增加约600万。此外,业界还普遍预计,Netflix将来未来数月内提高订阅服务价格。</p><p><strong>第18名<a href=\"https://laohu8.com/S/LLY\">礼来</a>制药收高1.22%,成交17.72亿美元。</strong>礼来在《自然医学》杂志上报告了其药物Mounjaro(tirzepatide)治疗肥胖或超重的3期试验的全部结果,并在ObesityWeek 2023会议上公布了该结果。</p><p>据了解,Mounjaro于2022年5月在美国获得批准,是一种注射药物,辅助饮食和运动可改善成人2型糖尿病患者的血糖。该药物目前正在美国和欧盟接受审查,用于患有肥胖或超重并伴有体重相关合并症的成年人。</p><p><strong>第19名美国银行收高0.86%,成交15.01亿美元。</strong>该行将在本周公布第三季度业绩。</p></body></html>","source":"sina","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>美股成交额TOP20 | 美银称英伟达未来更光明,予目标价650美元;Lululemon涨超10%,将被纳入标普500指数</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\">\n美股成交额TOP20 | 美银称英伟达未来更光明,予目标价650美元;Lululemon涨超10%,将被纳入标普500指数\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-17 04:30 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2023-10-17/doc-imzrixea4092299.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一美股成交额第1名特斯拉收高1.12%,成交224.03亿美元。特斯拉将在本周三公布财报。据车辆评估机构凯莉蓝皮书发布数据显示,在针对其产品进行价格调整以开启全球价格战后,特斯拉主要产品(Model 3/Y)在第三季度的售价比去年同期降低了大约25%。另据报道,著名投资者凯西伍德旗下基金已经连续两周抛售特斯拉股票。继10月的第一周卖出价值逾3000万美元的特斯拉股票后,伍德的基金上周又卖出了该...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-10-17/doc-imzrixea4092299.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/617db6fbdec9b1669888558df12fa657","relate_stocks":{"NVDA":"英伟达","LULU":"lululemon athletica"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-10-17/doc-imzrixea4092299.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2376147149","content_text":"周一美股成交额第1名特斯拉收高1.12%,成交224.03亿美元。特斯拉将在本周三公布财报。据车辆评估机构凯莉蓝皮书发布数据显示,在针对其产品进行价格调整以开启全球价格战后,特斯拉主要产品(Model 3/Y)在第三季度的售价比去年同期降低了大约25%。另据报道,著名投资者凯西伍德旗下基金已经连续两周抛售特斯拉股票。继10月的第一周卖出价值逾3000万美元的特斯拉股票后,伍德的基金上周又卖出了该公司价值逾2000万美元的股票,其中周二卖出了31418股,价值约828万美元,周三卖出37268股,价值908万美元,周五卖出13188股,价值331万美元。第2名英伟达收高1.39%,成交169.89亿美元。据半导体行业人士消息,但由于需求快速增长,英伟达公司决定将Blackwell B100的发布日期从原定的2024年四季度提前至二季度。此外,原定于明年二季度进行的质量测试也已提前至一季度。美银分析师Vivek Arya表示,随着英伟达公司加快了产品发布的步伐,并加强了其相对于竞争对手的地位,其股票的未来更加光明。该分析师予英伟达“买入”评级,目标价为650美元。第3名苹果收跌0.07%,成交92.35亿美元。有报道称苹果iPhone 15系列在中国首发17天内的销量较2022年发行的iPhone 14系列下降4.5%。分析师预计苹果iPhone 15的销量较iPhone 14系列将以两位数的速度下滑。另据报道,由于苹果Apple Card业务表现欠佳,导致合作银行高盛损失惨重。为此,高盛一直想放弃这项合作,但并未与苹果谈拢。有数据显示,高盛为每位新Apple Card用户花费350美元。2022年,高盛亏损了12亿美元,主要就是因为Apple Card。第4名微软收高1.5%,成交73.07亿美元。据报道,微软旗下的领英将裁员500多人,本次为今年第二轮裁员。第5名亚马逊收高2.13%,成交55.92亿美元。亚马逊公司周一表示,Project Kuiper测试卫星运行正常。第6名Meta Platforms收高2.05%,成交51.32亿美元。第8名加拿大体育运动服装品牌Lululemon收高10.31%,成交47.18亿美元。标普道琼斯指数表示Lululemon将取代动视暴雪被纳入标普500指数,将于10月18日开盘前生效。第12名辉瑞收高3.61%,成交21.01亿美元。受新冠产品销售锐减影响,辉瑞公司公司决定再次下调业绩预期。该公司当前预计今年全年的营业收入范围在580亿到610亿美元,较之前给出的指引范围670亿到700亿美元大幅下调90亿美元,降幅约12.9%到13.4%。其中,公司将Paxlovid的2023年全年收入预期下调了约70亿美元,将Comirnaty的2023年全年收入预期下调了约20亿美元。第15名Netflix收高1.45%,成交18.34亿美元。Netflix将于周四发布第三季度财报,受阻止密码共享政策的推动,预计Netflix第三季度订阅用户数量将增加约600万。此外,业界还普遍预计,Netflix将来未来数月内提高订阅服务价格。第18名礼来制药收高1.22%,成交17.72亿美元。礼来在《自然医学》杂志上报告了其药物Mounjaro(tirzepatide)治疗肥胖或超重的3期试验的全部结果,并在ObesityWeek 2023会议上公布了该结果。据了解,Mounjaro于2022年5月在美国获得批准,是一种注射药物,辅助饮食和运动可改善成人2型糖尿病患者的血糖。该药物目前正在美国和欧盟接受审查,用于患有肥胖或超重并伴有体重相关合并症的成年人。第19名美国银行收高0.86%,成交15.01亿美元。该行将在本周公布第三季度业绩。","news_type":1},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651884988,"gmtCreate":1681744483745,"gmtModify":1681745524220,"author":{"id":"3571820697523930","authorId":"3571820697523930","name":"haha119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651884988","repostId":"1176434265","repostType":2,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651885185,"gmtCreate":1681744366847,"gmtModify":1681745524284,"author":{"id":"3571820697523930","authorId":"3571820697523930","name":"haha119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651885185","repostId":"1176434265","repostType":2,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}