Ron71的个人主页 - 老虎社区

Ron71

Ron71

暂无个人介绍

IP属地：未知

0关注

2粉丝

0主题

0勋章

2022-02-08

Share

@OptionPlus:期权复盘：猴市忌卖Put，用备兑做好头寸保护！

2022-02-08

//@Ron71: Great ariticle, would you like to share it?

@Seven8:大型科技股财报总览，FAAMG+TSLA业绩告诉我们什么？

2022-02-06

Great ariticle, would you like to share it?

@Seven8:大型科技股财报总览，FAAMG+TSLA业绩告诉我们什么？

2022-02-02

666

抱歉，原内容已删除

2022-01-29

Happy Chinese New Year

2021-12-18

When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?

2021-12-04

666

抱歉，原内容已删除

2021-12-04

666

抱歉，原内容已删除

2021-11-12

666

抱歉，原内容已删除

2021-10-27

666

抱歉，原内容已删除

2021-10-23

666

抱歉，原内容已删除

2021-09-30

666

抱歉，原内容已删除

2021-08-22

666

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4087786607644270","uuid":"4087786607644270","gmtCreate":1624683544992,"gmtModify":1625453630122,"name":"Ron71","pinyin":"ron71","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":0,"tweetSize":34,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.23","exceedPercentage":"93.32%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.67%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":633446129,"gmtCreate":1644300185869,"gmtModify":1644300186018,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"Share","listText":"Share","text":"Share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633446129","repostId":"633260016","repostType":1,"repost":{"id":633260016,"gmtCreate":1644133471280,"gmtModify":1644157515074,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"themes":[],"title":"期权复盘：猴市忌卖Put，用备兑做好头寸保护！","htmlText":"虎友们新年好，虎年大吉，给大家拜年啦！😬 这一周大盘的波动比春晚还精彩，亚马逊、谷歌这种万亿巨头集体暴涨暴跌我也是没见过，说明市场争议太大了，这种市场多空都有钱赚，但是小散很容易被埋。 万幸，在大财报的拯救下，三大指数周线级别收了两根阳线，但还并未收复失地，也不应该觉得后市高枕无忧。目前我持有苹果、特斯拉、行权接盘了暴雪，由于特斯拉的波动也导致我们这两周账户波动剧烈，跟去年三月有点像。 我个人认为，几家对指数举足轻重的万亿企业基本面没有大问题，美股不会发生系统性崩盘。市场本轮暴跌的诱因是美联储货币政策“意外”转鹰，预计首次加息将发生在3月，紧接着年中将缩表。美债收益率接近2%，直接对风险资产造成负向影响。不可否认，宏观利率影响会阶段性造成美股混乱，但我认为美股长期决定因素是是企业基本面和估值水平。本轮回调后，标普500指数的12月动态估值已经回归到20倍左右，属于基本合理偏高一点的水平，随着企业业绩落地，盈利贡献会再次驱动估值，并非放水带来的虚高。 短期而言，越是临近3月FOMC议息会议，市场可能还是会非常波动，我就标普指数做了复盘和推演，标普早前跌破年线，最低到4222，在这个位置盘整了5天，我会认为这个支撑还是很牢靠的，5天的多空确认的点位应该不至于很快破了。然后反弹强势收回年线，周五又跌到年线位置才开启一波反弹。我当然是希望下周继续向上，或者就在年线附近震荡。但是加息前，单边多头或者小幅波动不太现实，宽幅震荡更可能。前期跌了这么多，会不会去4200的附近走另一条腿？还挺有可能的，但市场是走出来的，我不是技术专家，不要听我的。比较有意思的是，罗素2000这这个小盘股指数早前跌破了牛熊线，但从图上看根本没有看到支撑，最近大家一定要多观察罗素2000，因为先跌的往往都是它的成分股，悲观的说，他要继续到175一线才能找到一个支撑。虽然是虎年，市场确是猴市，上蹿下跳的，我1月底","listText":"虎友们新年好，虎年大吉，给大家拜年啦！😬 这一周大盘的波动比春晚还精彩，亚马逊、谷歌这种万亿巨头集体暴涨暴跌我也是没见过，说明市场争议太大了，这种市场多空都有钱赚，但是小散很容易被埋。 万幸，在大财报的拯救下，三大指数周线级别收了两根阳线，但还并未收复失地，也不应该觉得后市高枕无忧。目前我持有苹果、特斯拉、行权接盘了暴雪，由于特斯拉的波动也导致我们这两周账户波动剧烈，跟去年三月有点像。 我个人认为，几家对指数举足轻重的万亿企业基本面没有大问题，美股不会发生系统性崩盘。市场本轮暴跌的诱因是美联储货币政策“意外”转鹰，预计首次加息将发生在3月，紧接着年中将缩表。美债收益率接近2%，直接对风险资产造成负向影响。不可否认，宏观利率影响会阶段性造成美股混乱，但我认为美股长期决定因素是是企业基本面和估值水平。本轮回调后，标普500指数的12月动态估值已经回归到20倍左右，属于基本合理偏高一点的水平，随着企业业绩落地，盈利贡献会再次驱动估值，并非放水带来的虚高。 短期而言，越是临近3月FOMC议息会议，市场可能还是会非常波动，我就标普指数做了复盘和推演，标普早前跌破年线，最低到4222，在这个位置盘整了5天，我会认为这个支撑还是很牢靠的，5天的多空确认的点位应该不至于很快破了。然后反弹强势收回年线，周五又跌到年线位置才开启一波反弹。我当然是希望下周继续向上，或者就在年线附近震荡。但是加息前，单边多头或者小幅波动不太现实，宽幅震荡更可能。前期跌了这么多，会不会去4200的附近走另一条腿？还挺有可能的，但市场是走出来的，我不是技术专家，不要听我的。比较有意思的是，罗素2000这这个小盘股指数早前跌破了牛熊线，但从图上看根本没有看到支撑，最近大家一定要多观察罗素2000，因为先跌的往往都是它的成分股，悲观的说，他要继续到175一线才能找到一个支撑。虽然是虎年，市场确是猴市，上蹿下跳的，我1月底","text":"虎友们新年好，虎年大吉，给大家拜年啦！😬 这一周大盘的波动比春晚还精彩，亚马逊、谷歌这种万亿巨头集体暴涨暴跌我也是没见过，说明市场争议太大了，这种市场多空都有钱赚，但是小散很容易被埋。 万幸，在大财报的拯救下，三大指数周线级别收了两根阳线，但还并未收复失地，也不应该觉得后市高枕无忧。目前我持有苹果、特斯拉、行权接盘了暴雪，由于特斯拉的波动也导致我们这两周账户波动剧烈，跟去年三月有点像。 我个人认为，几家对指数举足轻重的万亿企业基本面没有大问题，美股不会发生系统性崩盘。市场本轮暴跌的诱因是美联储货币政策“意外”转鹰，预计首次加息将发生在3月，紧接着年中将缩表。美债收益率接近2%，直接对风险资产造成负向影响。不可否认，宏观利率影响会阶段性造成美股混乱，但我认为美股长期决定因素是是企业基本面和估值水平。本轮回调后，标普500指数的12月动态估值已经回归到20倍左右，属于基本合理偏高一点的水平，随着企业业绩落地，盈利贡献会再次驱动估值，并非放水带来的虚高。 短期而言，越是临近3月FOMC议息会议，市场可能还是会非常波动，我就标普指数做了复盘和推演，标普早前跌破年线，最低到4222，在这个位置盘整了5天，我会认为这个支撑还是很牢靠的，5天的多空确认的点位应该不至于很快破了。然后反弹强势收回年线，周五又跌到年线位置才开启一波反弹。我当然是希望下周继续向上，或者就在年线附近震荡。但是加息前，单边多头或者小幅波动不太现实，宽幅震荡更可能。前期跌了这么多，会不会去4200的附近走另一条腿？还挺有可能的，但市场是走出来的，我不是技术专家，不要听我的。比较有意思的是，罗素2000这这个小盘股指数早前跌破了牛熊线，但从图上看根本没有看到支撑，最近大家一定要多观察罗素2000，因为先跌的往往都是它的成分股，悲观的说，他要继续到175一线才能找到一个支撑。虽然是虎年，市场确是猴市，上蹿下跳的，我1月底","images":[{"img":"https://static.tigerbbs.com/c24e9aefd68e3dc0c65797a36f195f3d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/d3527ad2dca49d0f77f05fdbd7bea414","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a22f11d54a7115579d36dc68b07cd79d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633260016","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633446904,"gmtCreate":1644300099260,"gmtModify":1644300099371,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/4087786607644270\">@Ron71</a>: Great ariticle, would you like to share it?","listText":"//<a href=\"https://laohu8.com/U/4087786607644270\">@Ron71</a>: Great ariticle, would you like to share it?","text":"//@Ron71: Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633446904","repostId":"633632817","repostType":1,"repost":{"id":633632817,"gmtCreate":1643985314614,"gmtModify":1644019469417,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20703384576125","authorIdStr":"20703384576125"},"themes":[],"title":"大型科技股财报总览，FAAMG+TSLA业绩告诉我们什么？","htmlText":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","listText":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","text":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633632817","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633284611,"gmtCreate":1644131149588,"gmtModify":1644131149656,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/633284611","repostId":"633632817","repostType":1,"repost":{"id":633632817,"gmtCreate":1643985314614,"gmtModify":1644019469417,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20703384576125","authorIdStr":"20703384576125"},"themes":[],"title":"大型科技股财报总览，FAAMG+TSLA业绩告诉我们什么？","htmlText":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","listText":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","text":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633632817","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633191227,"gmtCreate":1643821465045,"gmtModify":1643821465045,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633191227","repostId":"2208350702","repostType":4,"isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639794614,"gmtCreate":1643430335512,"gmtModify":1643430335578,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"Happy Chinese New Year&nbsp;","listText":"Happy Chinese New Year&nbsp;","text":"Happy Chinese New Year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639794614","isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699295129,"gmtCreate":1639803491180,"gmtModify":1639803491290,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","listText":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","text":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/699295129","isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608934244,"gmtCreate":1638592857502,"gmtModify":1638592857502,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608934244","repostId":"1115344844","repostType":4,"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608935857,"gmtCreate":1638592660874,"gmtModify":1638592660874,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608935857","repostId":"1158981658","repostType":4,"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879386948,"gmtCreate":1636682372301,"gmtModify":1636683157813,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879386948","repostId":"1104158261","repostType":4,"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855956467,"gmtCreate":1635328170988,"gmtModify":1635328170988,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855956467","repostId":"2178282200","repostType":4,"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858961194,"gmtCreate":1634964316797,"gmtModify":1634964316902,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858961194","repostId":"1168180190","repostType":2,"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865288808,"gmtCreate":1632987475507,"gmtModify":1632987475611,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865288808","repostId":"1104172212","repostType":4,"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832204211,"gmtCreate":1629633271833,"gmtModify":1631892092765,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832204211","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":699295129,"gmtCreate":1639803491180,"gmtModify":1639803491290,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","listText":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","text":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/699295129","isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892239153,"gmtCreate":1628662387072,"gmtModify":1631892092735,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892239153","repostId":"1155066860","repostType":4,"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879386948,"gmtCreate":1636682372301,"gmtModify":1636683157813,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879386948","repostId":"1104158261","repostType":4,"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832204211,"gmtCreate":1629633271833,"gmtModify":1631892092765,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832204211","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608935857,"gmtCreate":1638592660874,"gmtModify":1638592660874,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608935857","repostId":"1158981658","repostType":4,"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855956467,"gmtCreate":1635328170988,"gmtModify":1635328170988,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855956467","repostId":"2178282200","repostType":4,"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832204192,"gmtCreate":1629633238716,"gmtModify":1631892092790,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832204192","repostId":"1133515985","repostType":2,"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803531488,"gmtCreate":1627446779044,"gmtModify":1631892092814,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803531488","repostId":"2154991792","repostType":4,"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":633284611,"gmtCreate":1644131149588,"gmtModify":1644131149656,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/633284611","repostId":"633632817","repostType":1,"repost":{"id":633632817,"gmtCreate":1643985314614,"gmtModify":1644019469417,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20703384576125","authorIdStr":"20703384576125"},"themes":[],"title":"大型科技股财报总览，FAAMG+TSLA业绩告诉我们什么？","htmlText":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","listText":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","text":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633632817","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633191227,"gmtCreate":1643821465045,"gmtModify":1643821465045,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633191227","repostId":"2208350702","repostType":4,"isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865288808,"gmtCreate":1632987475507,"gmtModify":1632987475611,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865288808","repostId":"1104172212","repostType":4,"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876253871,"gmtCreate":1637323414161,"gmtModify":1637323414250,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087786607644270","authorIdStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876253871","repostId":"1153113708","repostType":4,"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}