美股成交额TOP20 | 不惧“黑天鹅”负面消息，巴菲特坚持购买美债！传特斯拉与印度商谈在印建厂计划

环球市场播报2023-08-04

摘要：美国长期国债价格正迎来今年最糟糕的单周表现，但巴菲特称伯克希尔的买债步伐依旧，上周一和本周一各买入100亿美元美债，下周一在犹豫买入100亿美元的3个月期还是6个月期短债；特斯拉隔夜收高2.05%，传特斯拉与印度商谈在印建厂计划；AMD收高3.48%，绩后获多家投行上调其目标价以上为美股当日交易最活跃的20只股票（按成交额）周四美股成交额第1名特斯拉收高2.05%，成交248.23亿美元。据...

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朱秀英_1394
2023-08-04
朱秀英_1394
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It is said that Tesla and India discuss the plan to build a factory in India","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b0d80dc02fa47b7df94d1e6391e56c1a","symbols_score_info":{"ZTmain":1,"BRK.B":1,"BRK.A":1,"BND":1,"TNmain":1,"TSLA":1,"TSLL":1,"UBmain":1,"ZBmain":1,"ZFmain":1,"ZNmain":1},"content_text":"摘要：美国长期国债价格正迎来今年最糟糕的单周表现，但巴菲特称伯克希尔的买债步伐依旧，上周一和本周一各买入100亿美元美债，下周一在犹豫买入100亿美元的3个月期还是6个月期短债；特斯拉隔夜收高2.05%，传特斯拉与印度商谈在印建厂计划；AMD收高3.48%，绩后获多家投行上调其目标价以上为美股当日交易最活跃的20只股票（按成交额）周四美股成交额第1名特斯拉收高2.05%，成交248.23亿美元。据两位直接知情人士表示，印度商务部长Piyush Goyal上周在一次闭门会议上会见了特斯拉公司高管，讨论了这家汽车制造商在印度建厂的计划。特斯拉已表示有意在印度建立一家工厂，生产低成本电动汽车，售价最低仅为2.4万美元，比特斯拉目前的入门款车型便宜约25%，既面向印度市场，也面向出口。另据报道，美国国家公路交通安全管理局（NHTSA）当地时间周二（8月1日）表示，已对28万辆全新特斯拉Model 3和Model Y车辆展开调查，原因是有报告称其转向控制和动力转向系统出现“失灵”的情况。第2名英伟达收高0.56%，成交143.06亿美元。周四有报道称小鹏汽车智驾负责人吴新宙离职，传加盟英伟达任高级副总裁。第3名AMD收高3.48%，绩后获多家投行上调其目标价成交101.75亿美元。该公司第二财季营收同比下降18%，从去年同期的65.50亿美元下降至53.59亿美元，与第一财季的53.53亿美元相比基本持平。净利润同比下降94%，从去年同期的4.47亿美元锐减至2700万美元。每股收益同比下降93%，从去年同期的0.27美元下降至为0.02美元。AMD公布财报后，多家投行上调其目标价。美银将AMD目标价从130美元上调至132美元。Benchmark将AMD目标价从108美元上调至145美元。Susquehanna将AMD目标价从135美元上调至145美元。Wedbush将AMD目标价从145美元上调至155美元。第4名苹果公司收跌0.73%，成交98.62亿美元。苹果公司定于周四收盘后公布财报。第5名亚马逊收高0.55%，成交97.34亿美元。亚马逊在周四收盘后公布了财报，其二季报整体好于预期，但三季度业绩指引好于预期。第8名巴菲特旗下的伯克希尔收高1.35%，成交36.17亿美元。不惧“黑天鹅”负面消息，巴菲特坚持购买美债！美国长期国债价格正迎来今年最糟糕的单周表现，但巴菲特称伯克希尔的买债步伐依旧，巴菲特表示：“伯克希尔上周一和本周一分别买入了100亿美元的美国国债。而对于下周一，我们的问题是要购买100亿美元3个月期还是6个月期短期国库券。有些事情无须担心。”第9名贝宝收跌12.32%，成交33.12亿美元。该公司第二财季净营收为73亿美元，与上年同期的68亿美元相比增长7%。净利润为10.29亿美元，而上年同期净亏损3.41亿美元。不按美国通用会计准则（Non-GAAP），净利润为12.89亿美元，而上年同期净利润为10.79亿美元。此外，受欧洲的“先买后付”贷款影响，贝宝第二季度的自由现金流为-4亿美元，低于去年同期的10亿美元。第10名高通收跌8.18%，成交32.85亿美元。高通第三财季营收为84.51亿美元，同比下滑23%。净利润为18.03亿美元，同比下滑52%。不按美国通用会计准则（Non-GAAP），净利润为21.05亿美元，同比下滑37%。22位分析师平均预计，高通第三财季营收将达到85亿美元。财报显示，高通第三财季营收为84.51亿美元，低于分析师预期。第14名Shopify收跌5.43%，成交21.32亿美元。该公司第二财季营收16.9亿美元，略高于市场预期的16.2亿美元；调整后每股收益0.14美元，高于预期的0.054美元。该股年内涨幅已超65%，未来12个月的市盈率高达140.6倍。投资者担心股价或已高估，第二财季业绩不足以继续推高股价。第15名Wayfair收高16.16%，成交21.03亿美元。Piper Sandler将在线家具零售商Wayfair的目标价从35美元大幅上调至97美元，评级从中性上调至增持。该行称，家居装饰行业似乎趋于稳定，而公司的销售似乎也在改善，并重新占领了市场份额。供应商现在似乎更有信心使用Wayfair的供应商服务，这对持续扩大毛利率非常重要。而Oppenheimer分析师称，3B家居申请破产可能会让沃尔玛与Wayfair等其他零售商受益。第16名拉丁美洲最大的电商平台Mercadolibre收高13.59%，成交20.48亿美元。英国百年资管巨头柏基投资（Baillie Gifford）披露了其在美股的13F持仓报告显示，该机构2023年Q2美股持仓规模达1176.41亿美元，环比上升6.14%；对其前十大美股重仓股均有所减持，仅增持了亚马逊与MercadoLibre这两家公司。报告期内，MercadoLibre为柏基投资的美股第一大重仓股，持股数量约639万股，持仓市值近76亿美元。此前的头号重仓股Moderna被减持后落至第四位，柏基投资对其期末持股数量约4571万股，持仓市值超55亿美元。第18名埃克森美孚收高1.74%，成交17.27亿美元。据知情人士透露，埃克森美孚正在与特斯拉、福特、大众汽车和其他汽车制造商就向他们供应锂的问题进行谈判。与潜在客户的谈判仍处于早期阶段，该公司尚未制定潜在锂业务的计划。然而，这些讨论是埃克森美孚对锂业务兴趣日益增长的最新迹象。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":205249422672040,"gmtCreate":1691119073581,"gmtModify":1691119191788,"author":{"id":"3564621046117891","authorId":"3564621046117891","name":"朱秀英_1394","avatar":"https://static.tigerbbs.com/91e748df69ceff861cf4946174ddb67b","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205249422672040","repostId":2356173132,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2356173132"}