行天下639800的个人主页 - 老虎社区

行天下639800

行天下639800

韭菜，流浪菜鸟，但有点耐心

IP属地：未知

255关注

446粉丝

1主题

0勋章

行天下639800

11-11

$日元ETF-CurrencyShares(FXY)$ 美元降息为什么美指还涨呢？

行天下639800

09-06

最喜欢随时随地查历史成交记录

@小虎产品经理:【老虎国际9.2.0】，说说你最喜欢哪个功能?

行天下639800

08-23

$Lucid Group Inc(LCID)$ 今天一枝独秀！

行天下639800

04-20

$日元ETF-CurrencyShares(FXY)$ 日元加息远不及人们的预期，所以不涨反跌

行天下639800

04-20

日元加息远不及人们预期，不涨反跌！

@Ryan.Z:日元跌到34年来低位，ChatGPT告诉我“做多日本可以持续！”

行天下639800

04-04

$Tilray Inc.(TLRY)$ 憋了四年了，今天得绝地反击

行天下639800

04-04

憋了四年，绝地反击

@螃哈:$奥罗拉大麻公司(ACB)$ 太疯狂了

行天下639800

03-20

吹牛不打草稿，张口就来！

小米电话会：小米汽车“会有一点贵”，未来会为小米手机添加AI功能

行天下639800

03-04

[龇牙] 欧盟缺钱了就拿美国大公司开刀，弄点花花

苹果公司因滥用APP STORE规则被欧盟罚款18亿欧元

行天下639800

02-20

这家伙还在画大饼，将来会死得很惨

贾跃亭门徒，命悬一线

行天下639800

2023-12-23

$Tilray Inc.(TLRY)$ 什么情况呢？

行天下639800

2023-09-28

$Faraday Future(FFIE)$ 哈哈，贾老板就玩成这副模样？

行天下639800

2023-09-28

这是腾讯第几次回购了？不下于二十五次吧？好样的腾讯，股价一定再会升上去！

腾讯控股：斥资约4亿港元回购134万股

行天下639800

2023-09-26

当然会通过✅

抱歉，原内容已删除

行天下639800

2023-09-07

哈哈哈，到底还是入坑了！

消息人士：小米汽车已试生产近一个月，每周50辆样车

行天下639800

2023-09-01

好消息，好消息

大麻合法化一步之遥！拜登政府呼吁移出高危分类，多只大麻股两位数飙涨

行天下639800

2023-08-20

没几个信，大空头早已经唱空了

华尔街最大多头：美股8月份的下跌是绝佳买入机会

行天下639800

2023-08-09

$Tilray Inc.(TLRY)$ 这个盘后看上去还是很提气的

行天下639800

2023-08-08

$Tilray Inc.(TLRY)$ 盘后交易量猛增，涨幅达到10.3%，不知道前方发生什么事

行天下639800

2023-08-01

$瑞幸咖啡(LKNCY)$ 好样的，以前不到一块，现在牛的

去老虎APP查看更多动态

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日元加息远不及人们的预期，所以不涨反跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297085122351336","isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297084601458760,"gmtCreate":1713559154332,"gmtModify":1713559156215,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"日元加息远不及人们预期，不涨反跌！","listText":"日元加息远不及人们预期，不涨反跌！","text":"日元加息远不及人们预期，不涨反跌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297084601458760","repostId":"295917004636392","repostType":1,"repost":{"id":295917004636392,"gmtCreate":1713254283294,"gmtModify":1713268313086,"author":{"id":"1436866998000","authorId":"1436866998000","name":"Ryan.Z","avatar":"https://static.tigerbbs.com/b685c24ff84c09a83652c3c30efc50b9","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"1436866998000","authorIdStr":"1436866998000"},"themes":[],"title":"日元跌到34年来低位，ChatGPT告诉我“做多日本可以持续！”","htmlText":"一度跌破154！日元对美元汇率创34年来新低。 <a href=\"https://laohu8.com/FUT/JPYmain\">$日元主连 2406(JPYmain)$</a> <a href=\"https://laohu8.com/S/FXY\">$日元ETF-CurrencyShares(FXY)$</a> <a href=\"https://laohu8.com/S/YCL\">$ProShares Ultra Yen(YCL)$</a>1.日元下跌对日本意味着什么？看起来，日元的下跌将引发日央行的一些措施。那日央行会怎么做？上周三，日央行行长植田和男表示，如果日元疲软导致通胀急剧上升，日本央行将考虑采取对策。华尔街见闻2.假设日元汇率继续下跌，日本或继续加息，会对日本的经济带来什么影响？然而，汇率下跌也有可能对消费产生负面影响：3.日本汇率贬值对中国有何影响？4.日央行加息对美元、美国有何影响？看起来，这一货币的波动及未来政策会影响外围资金流入日本，势必带来日本当地投资及资产价格上涨，提升包含房地产、金融等资产价格。所以做多日本还值得持续关注对吗？<a href=\"https://laohu8.com/TW/285996339388432\" target=\"_blank\">17年来首次加息，如何用日本ETF把握住这次机会？</a><a href=\"https://laohu8.com/TW/294487101444184\" target=\"_blank\">巴菲特公司再发行日元债有啥好处？投资者该如何抄作业？</a><a href=\"https://laohu8.com/S/EWJ\">$日本ETF-iShares MSCI(EWJ)$</a> <a href=\"https://laohu8.com/S/JEQ\">$日本股票基金(JEQ)$</a>","listText":"一度跌破154！日元对美元汇率创34年来新低。 <a href=\"https://laohu8.com/FUT/JPYmain\">$日元主连 2406(JPYmain)$</a> <a href=\"https://laohu8.com/S/FXY\">$日元ETF-CurrencyShares(FXY)$</a> <a href=\"https://laohu8.com/S/YCL\">$ProShares Ultra Yen(YCL)$</a>1.日元下跌对日本意味着什么？看起来，日元的下跌将引发日央行的一些措施。那日央行会怎么做？上周三，日央行行长植田和男表示，如果日元疲软导致通胀急剧上升，日本央行将考虑采取对策。华尔街见闻2.假设日元汇率继续下跌，日本或继续加息，会对日本的经济带来什么影响？然而，汇率下跌也有可能对消费产生负面影响：3.日本汇率贬值对中国有何影响？4.日央行加息对美元、美国有何影响？看起来，这一货币的波动及未来政策会影响外围资金流入日本，势必带来日本当地投资及资产价格上涨，提升包含房地产、金融等资产价格。所以做多日本还值得持续关注对吗？<a href=\"https://laohu8.com/TW/285996339388432\" target=\"_blank\">17年来首次加息，如何用日本ETF把握住这次机会？</a><a href=\"https://laohu8.com/TW/294487101444184\" target=\"_blank\">巴菲特公司再发行日元债有啥好处？投资者该如何抄作业？</a><a href=\"https://laohu8.com/S/EWJ\">$日本ETF-iShares MSCI(EWJ)$</a> <a href=\"https://laohu8.com/S/JEQ\">$日本股票基金(JEQ)$</a>","text":"一度跌破154！日元对美元汇率创34年来新低。 $日元主连 2406(JPYmain)$ $日元ETF-CurrencyShares(FXY)$ $ProShares Ultra Yen(YCL)$1.日元下跌对日本意味着什么？看起来，日元的下跌将引发日央行的一些措施。那日央行会怎么做？上周三，日央行行长植田和男表示，如果日元疲软导致通胀急剧上升，日本央行将考虑采取对策。华尔街见闻2.假设日元汇率继续下跌，日本或继续加息，会对日本的经济带来什么影响？然而，汇率下跌也有可能对消费产生负面影响：3.日本汇率贬值对中国有何影响？4.日央行加息对美元、美国有何影响？看起来，这一货币的波动及未来政策会影响外围资金流入日本，势必带来日本当地投资及资产价格上涨，提升包含房地产、金融等资产价格。所以做多日本还值得持续关注对吗？17年来首次加息，如何用日本ETF把握住这次机会？巴菲特公司再发行日元债有啥好处？投资者该如何抄作业？$日本ETF-iShares MSCI(EWJ)$ $日本股票基金(JEQ)$","images":[{"img":"https://static.tigerbbs.com/128f16dbfc505bf32173f764aaffd765","width":"850","height":"460"},{"img":"https://static.tigerbbs.com/6d5f9e1af1f3f136830a15782745debd","width":"832","height":"418"},{"img":"https://static.tigerbbs.com/2b539fdf975705e3dd688a394ac628fd","width":"976","height":"567"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295917004636392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291418231103800,"gmtCreate":1712172918791,"gmtModify":1712172920924,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a> 憋了四年了，今天得绝地反击","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a> 憋了四年了，今天得绝地反击","text":"$Tilray Inc.(TLRY)$ 憋了四年了，今天得绝地反击","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291418231103800","isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291417798561856,"gmtCreate":1712172867892,"gmtModify":1712172870501,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"憋了四年，绝地反击","listText":"憋了四年，绝地反击","text":"憋了四年，绝地反击","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291417798561856","repostId":"291385611714848","repostType":1,"repost":{"id":291385611714848,"gmtCreate":1712164952749,"gmtModify":1712165362332,"author":{"id":"3557145800912625","authorId":"3557145800912625","name":"螃哈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557145800912625","authorIdStr":"3557145800912625"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ACB\">$奥罗拉大麻公司(ACB)$</a> 太疯狂了","listText":"<a href=\"https://laohu8.com/S/ACB\">$奥罗拉大麻公司(ACB)$</a> 太疯狂了","text":"$奥罗拉大麻公司(ACB)$ 太疯狂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291385611714848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286104902324400,"gmtCreate":1710868246631,"gmtModify":1710868248620,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"吹牛不打草稿，张口就来！","listText":"吹牛不打草稿，张口就来！","text":"吹牛不打草稿，张口就来！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286104902324400","repostId":"2420220669","repostType":4,"repost":{"id":"2420220669","kind":"news","pubTimestamp":1710858324,"share":"https://www.laohu8.com/m/news/2420220669?lang=&edition=full","pubTime":"2024-03-19 22:25","market":"hk","language":"zh","title":"小米电话会：小米汽车“会有一点贵”，未来会为小米手机添加AI功能","url":"https://stock-news.laohu8.com/highlight/detail?id=2420220669","media":"华尔街见闻","summary":"3月19日，全新汽车产品正式发布前夕，小米集团公布了一份强劲的2023年四季度及全年财报。以下为电话会分析师Q&A环节实录：小米汽车的长期战略目标和SU7的定价小米汽车的目标，是就单款产品来说，小米SU7能成为纯电$豪华$轿车的前三名。小米手机海外机型是否会和$谷歌$Gemini等公司合作添加AI功能？小米在AI领域的研发进展良好，并有明确的时间表来补充或提升其AI功能，以保持在这一领域的竞争优势。","content":"<html><head></head><body><blockquote><p><strong>SU7只是小米的切入口，后续车型已经在开发中，长期规划是未来15-20年成为全球排名前五的汽车品牌。</strong></p></blockquote><p>3月19日，全新汽车产品正式发布前夕，小米集团公布了一份强劲的2023年四季度及全年财报。不仅利润超预期大幅增长，且智能手机业务也终于结束连续七个季度的同比下跌，实现复苏，且恢复力度好于市场大盘。</p><p>在晚间的财报电话会上，小米集团总裁卢伟冰表示，全球消费电子整体市场正处于微弱复苏中，小米在2024年的策略将是稳健而进取，其中稳健经营是小米长期坚持的方针。</p><p>对于汽车业务，卢伟冰称<strong>SU7只是小米的切入口，后续车型已经在开发中，长期规划是未来15-20年成为全球排名前五的汽车品牌。</strong></p><p>以下为电话会分析师Q&amp;A环节实录：</p><h2 id=\"id_3962444432\">小米汽车的长期战略目标和SU7的定价</h2><p>小米汽车的目标，是就单款产品来说，<strong>小米SU7能成为纯电<a href=\"https://laohu8.com/S/DLX\">豪华</a>轿车的前三名</strong>。目前SU7预约非常火爆，出现过单店超1万的预约量。</p><p>SU7定价也会有一点贵，不过相信在3月28日的发布会后，<strong>经过雷军的介绍，大家会觉得SU7的定价非常物超所值，是感动人心、价格厚道的定价体系，大家也一定会认可SU7的定价。</strong></p><h2 id=\"id_3105740875\">小米在高端市场的发展状况如何？</h2><p>小米在高端市场取得了显著的成功。数据显示，2023年小米的中国ASP同比增长超过19%，并占据了中国高端手机出货量的20%以上，市场份额从2022年的7.6%增长至2023年的16.9%，在4000至6000元价位段的市场份额达到28.2%，成为安卓手机市场的领导者。</p><p>在2023年小米14发布前，行业曾出现悲观情绪，但小米最终以无可争议的业绩证明了其在高端市场的强劲动能。</p><p>在海外市场特别是在欧洲市场，小米14进入了1000欧元至1500欧元的价格区间，标志着小米高端化进入新的阶段。小米14和小米14 Pro现在已经在中国市场4000元至6000元价格段站稳脚跟，<strong>预计2024年小米会继续突破6000元至1万元价格段区间。</strong></p><h2 id=\"id_2562855327\">东南亚市场销售表现明显好于同行的原因？</h2><p>这一显著增长主要得益于2020至2022年期间加大了海外市场的一线教育力度，以及去年下半年开始的策略调整和业务梳理。虽然一月份的增长可能不能代表全年情况，但整体来看，小米在东南亚市场的业绩发展速度非常快，市场份额有望在未来几年上一个台阶，尤其在菲律宾和越南等国家表现突出。</p><h2 id=\"id_3206644180\">小米手机海外机型是否会和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Gemini等公司合作添加AI功能？如果不会的话，会不会自己推出大模型？</h2><p>小米是谷歌全球重要的合作伙伴之一，会考虑哪些功能能给用户带来更好的体验，从而决定采用合作还是自研的方式。例如，与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>S24系列手机相比，<strong>小米AI功能并不逊色，甚至可能在某些方面更有竞争力。</strong>小米在AI领域的研发进展良好，并有明确的时间表来补充或提升其AI功能，以保持在这一领域的竞争优势。</p><h2 id=\"id_88326725\">手机毛利率提升很显著，多少来自产品结构组合改变？多少来自原材料价格下降？未来原材料价格回升的话如何应对？</h2><p>手机业务毛利率提高主要受到两个因素的影响：一是产品结构组合的改变（即更多高端产品的推出）；二是成本下降，其中内存成本和屏幕成本的下降起到了关键作用。同时，其他器件的成本也在持续下降，如结构件和相机模组生产相关成本，这将进一步提高毛利率。</p><p>整体成本上升的确会对手机业务毛利率产生影响，但小米最大的优势在于将其手机业务作为IOT策略的一部分，可通过其他LT组合来提高AIOT业务的毛利率，从而综合考虑，小米有信心保持手机业务毛利率的稳定。虽然毛利率波动可能性较大，但整体水平在过去几个季度一直保持在20%以上，且小米更为关注用户体验带来的产品价值。</p><h2 id=\"id_2682316874\">小米汽车线下销售渠道的战略和覆盖率目标</h2><p>在汽车业务方面，小米结合新零售成功实践和汽车行业特色，形成小米汽车渠道布局，包括小米自己的交付中心和其他门店扩大面积形成融合，未来将拓展更多的门店，以实现全生态打通带来的积极影响。</p><p>首先是一些小米汽车的“投资人”在原有的4S店基础上进行改造，并赋予服务功能的授权2S店，交付部分则由小米自己负责。消费者也可通过小米之家等标准化门店，体验和享受相似的服务。</p><h2 id=\"id_561238903\">汽车产品线的长期规划</h2><p>小米的目标是<strong>在未来的15到20年，成为全球前五的汽车品牌。</strong>也就是意味着肯定不会是一个某个细分市场的玩家，而会进入全渠道、全品类。</p><p>SU7作为一款C级豪华纯电轿车，只是一个切入口。后续的车型已经在开发阶段，不便透露细节。</p><h2 id=\"id_1812169636\">端侧AI未来会有哪些进展？小米目前有哪些布局？</h2><p>关于端侧AI应用，小米采用端云结合的策略，虽然端侧在算力和带宽上存在一些局限，但随着端侧算力和模型优化效率的提高，小米将不断推出基于端侧AI的功能和服务，未来可以在小米15等产品上可以看到端侧AI的能力。</p><h2 id=\"id_2473724347\">四季度互联网收入和毛利创历史新高，后续怎么提升互联网业务尤其是广告的盈利能力？</h2><p>小米计划通过以下三点来提升互联网业务尤其是广告业务的盈利能力：</p><p>首先，利用客户存量用户增长带来的优势，例如去年小米全球用户数增长了接近6000万；</p><p>其次，优化产品结构和用户结构，利用高端手机用户的数据共存和运营能力实现变现效率的提升；</p><p>最后，通过持续优化互联网服务体验和运营能力，实现盈利增长。</p><p>另外，<strong>从广告投放大盘来看，去年几乎只有中国存在广告投放大盘增长，小米是其中一个受益者；随着小米国际用户量越来越大，海外市场的变现能力也就越来越强，互联网服务收入的海外部分占比已经达到了28%。</strong></p><h2 id=\"id_213126631\">手机市场今年的展望，尤其是拉美、非洲市场</h2><p>过去三年，小米在全球市场的表现都有所提升。以非洲市场为例，小米去年全年出货量增加了45%，而大盘仅增长6%。在撒哈拉以南非洲市场，小米市场份额接近10%，在尼日利亚这个非洲最大的市场，小米市场份额接近20%。</p><p>在拉美市场，尽管大盘增长2%，但小米出货量增长11%，市场份额也从30%提升到50%左右。</p><p>所以，尽管拉美和非洲大盘增速不高，但小米的市场份额仍有较大增长空间。</p><h2 id=\"id_991732553\">怎么用AI赋能“人车家”的生态？</h2><p>欢迎等SU7发布之后上车体验小米的车机系统。</p><p>未来AI不仅仅存在于手机，而应该存在于所有产品里面，是一种无处不在的能力。希望AI能够主动感受人的需求，完成人的需求。而不仅仅要靠人发出命令来行动，这是小米AI战略的最终追求。</p><h2 id=\"id_1699294373\">除了手机之外，今年会不会有更多的产品进入海外市场</h2><p>现在在新兴市场销售的主要产品还是手机、可穿戴、平板电视、扫地机、滑板车等，但其实小米还有非常多的产品没有走出去。中国目前的IOT收入大约占50%，但海外整体还不到20%。现有的产品仍然有很大的空间，未来会将更多产品，带入更多的海外市场。</p><p>但是要把这么多的产品带出去，让把它去卖好，去服务好，需要的就是小米先把生产能力构建起来。总体来看，不管是海外市场还是其他品类，都值得非常大的期待。</p><h2 id=\"id_2495759252\">未来的研发费用展望</h2><p>小米去年的研发投入达到190亿，过去七年的研发投入年复合增长率约35%。<strong>未来小米将继续维持较高的研发投入策略，以支持现有业务和全产品线布局。</strong></p><h2 id=\"id_1742623020\">AI能创造新的盈利模式吗？还是说只是一个新的工具？</h2><p>关于AI，小米认为拥有丰富的用户数据和应用场景是大模型落地的基础，小米不仅有手机用户，还有各类家居用品等设备的用户，覆盖数量高达十几亿人，<strong>海量用户意味着丰富的数据和场景，因此AI对小米是利好的，将为公司带来新的盈利模式和竞争优势。</strong></p></body></html>","source":"wallstreetcn_hot_news","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>小米电话会：小米汽车“会有一点贵”，未来会为小米手机添加AI功能  </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{ 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#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小米电话会：小米汽车“会有一点贵”，未来会为小米手机添加AI功能  \n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-19 22:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3710822><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SU7只是小米的切入口，后续车型已经在开发中，长期规划是未来15-20年成为全球排名前五的汽车品牌。3月19日，全新汽车产品正式发布前夕，小米集团公布了一份强劲的2023年四季度及全年财报。不仅利润超预期大幅增长，且智能手机业务也终于结束连续七个季度的同比下跌，实现复苏，且恢复力度好于市场大盘。在晚间的财报电话会上，小米集团总裁卢伟冰表示，全球消费电子整体市场正处于微弱复苏中，小米在2024年的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710822\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://wallstreetcn.com/articles/3710822","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420220669","content_text":"SU7只是小米的切入口，后续车型已经在开发中，长期规划是未来15-20年成为全球排名前五的汽车品牌。3月19日，全新汽车产品正式发布前夕，小米集团公布了一份强劲的2023年四季度及全年财报。不仅利润超预期大幅增长，且智能手机业务也终于结束连续七个季度的同比下跌，实现复苏，且恢复力度好于市场大盘。在晚间的财报电话会上，小米集团总裁卢伟冰表示，全球消费电子整体市场正处于微弱复苏中，小米在2024年的策略将是稳健而进取，其中稳健经营是小米长期坚持的方针。对于汽车业务，卢伟冰称SU7只是小米的切入口，后续车型已经在开发中，长期规划是未来15-20年成为全球排名前五的汽车品牌。以下为电话会分析师Q&A环节实录：小米汽车的长期战略目标和SU7的定价小米汽车的目标，是就单款产品来说，小米SU7能成为纯电豪华轿车的前三名。目前SU7预约非常火爆，出现过单店超1万的预约量。SU7定价也会有一点贵，不过相信在3月28日的发布会后，经过雷军的介绍，大家会觉得SU7的定价非常物超所值，是感动人心、价格厚道的定价体系，大家也一定会认可SU7的定价。小米在高端市场的发展状况如何？小米在高端市场取得了显著的成功。数据显示，2023年小米的中国ASP同比增长超过19%，并占据了中国高端手机出货量的20%以上，市场份额从2022年的7.6%增长至2023年的16.9%，在4000至6000元价位段的市场份额达到28.2%，成为安卓手机市场的领导者。在2023年小米14发布前，行业曾出现悲观情绪，但小米最终以无可争议的业绩证明了其在高端市场的强劲动能。在海外市场特别是在欧洲市场，小米14进入了1000欧元至1500欧元的价格区间，标志着小米高端化进入新的阶段。小米14和小米14 Pro现在已经在中国市场4000元至6000元价格段站稳脚跟，预计2024年小米会继续突破6000元至1万元价格段区间。东南亚市场销售表现明显好于同行的原因？这一显著增长主要得益于2020至2022年期间加大了海外市场的一线教育力度，以及去年下半年开始的策略调整和业务梳理。虽然一月份的增长可能不能代表全年情况，但整体来看，小米在东南亚市场的业绩发展速度非常快，市场份额有望在未来几年上一个台阶，尤其在菲律宾和越南等国家表现突出。小米手机海外机型是否会和谷歌Gemini等公司合作添加AI功能？如果不会的话，会不会自己推出大模型？小米是谷歌全球重要的合作伙伴之一，会考虑哪些功能能给用户带来更好的体验，从而决定采用合作还是自研的方式。例如，与三星S24系列手机相比，小米AI功能并不逊色，甚至可能在某些方面更有竞争力。小米在AI领域的研发进展良好，并有明确的时间表来补充或提升其AI功能，以保持在这一领域的竞争优势。手机毛利率提升很显著，多少来自产品结构组合改变？多少来自原材料价格下降？未来原材料价格回升的话如何应对？手机业务毛利率提高主要受到两个因素的影响：一是产品结构组合的改变（即更多高端产品的推出）；二是成本下降，其中内存成本和屏幕成本的下降起到了关键作用。同时，其他器件的成本也在持续下降，如结构件和相机模组生产相关成本，这将进一步提高毛利率。整体成本上升的确会对手机业务毛利率产生影响，但小米最大的优势在于将其手机业务作为IOT策略的一部分，可通过其他LT组合来提高AIOT业务的毛利率，从而综合考虑，小米有信心保持手机业务毛利率的稳定。虽然毛利率波动可能性较大，但整体水平在过去几个季度一直保持在20%以上，且小米更为关注用户体验带来的产品价值。小米汽车线下销售渠道的战略和覆盖率目标在汽车业务方面，小米结合新零售成功实践和汽车行业特色，形成小米汽车渠道布局，包括小米自己的交付中心和其他门店扩大面积形成融合，未来将拓展更多的门店，以实现全生态打通带来的积极影响。首先是一些小米汽车的“投资人”在原有的4S店基础上进行改造，并赋予服务功能的授权2S店，交付部分则由小米自己负责。消费者也可通过小米之家等标准化门店，体验和享受相似的服务。汽车产品线的长期规划小米的目标是在未来的15到20年，成为全球前五的汽车品牌。也就是意味着肯定不会是一个某个细分市场的玩家，而会进入全渠道、全品类。SU7作为一款C级豪华纯电轿车，只是一个切入口。后续的车型已经在开发阶段，不便透露细节。端侧AI未来会有哪些进展？小米目前有哪些布局？关于端侧AI应用，小米采用端云结合的策略，虽然端侧在算力和带宽上存在一些局限，但随着端侧算力和模型优化效率的提高，小米将不断推出基于端侧AI的功能和服务，未来可以在小米15等产品上可以看到端侧AI的能力。四季度互联网收入和毛利创历史新高，后续怎么提升互联网业务尤其是广告的盈利能力？小米计划通过以下三点来提升互联网业务尤其是广告业务的盈利能力：首先，利用客户存量用户增长带来的优势，例如去年小米全球用户数增长了接近6000万；其次，优化产品结构和用户结构，利用高端手机用户的数据共存和运营能力实现变现效率的提升；最后，通过持续优化互联网服务体验和运营能力，实现盈利增长。另外，从广告投放大盘来看，去年几乎只有中国存在广告投放大盘增长，小米是其中一个受益者；随着小米国际用户量越来越大，海外市场的变现能力也就越来越强，互联网服务收入的海外部分占比已经达到了28%。手机市场今年的展望，尤其是拉美、非洲市场过去三年，小米在全球市场的表现都有所提升。以非洲市场为例，小米去年全年出货量增加了45%，而大盘仅增长6%。在撒哈拉以南非洲市场，小米市场份额接近10%，在尼日利亚这个非洲最大的市场，小米市场份额接近20%。在拉美市场，尽管大盘增长2%，但小米出货量增长11%，市场份额也从30%提升到50%左右。所以，尽管拉美和非洲大盘增速不高，但小米的市场份额仍有较大增长空间。怎么用AI赋能“人车家”的生态？欢迎等SU7发布之后上车体验小米的车机系统。未来AI不仅仅存在于手机，而应该存在于所有产品里面，是一种无处不在的能力。希望AI能够主动感受人的需求，完成人的需求。而不仅仅要靠人发出命令来行动，这是小米AI战略的最终追求。除了手机之外，今年会不会有更多的产品进入海外市场现在在新兴市场销售的主要产品还是手机、可穿戴、平板电视、扫地机、滑板车等，但其实小米还有非常多的产品没有走出去。中国目前的IOT收入大约占50%，但海外整体还不到20%。现有的产品仍然有很大的空间，未来会将更多产品，带入更多的海外市场。但是要把这么多的产品带出去，让把它去卖好，去服务好，需要的就是小米先把生产能力构建起来。总体来看，不管是海外市场还是其他品类，都值得非常大的期待。未来的研发费用展望小米去年的研发投入达到190亿，过去七年的研发投入年复合增长率约35%。未来小米将继续维持较高的研发投入策略，以支持现有业务和全产品线布局。AI能创造新的盈利模式吗？还是说只是一个新的工具？关于AI，小米认为拥有丰富的用户数据和应用场景是大模型落地的基础，小米不仅有手机用户，还有各类家居用品等设备的用户，覆盖数量高达十几亿人，海量用户意味着丰富的数据和场景，因此AI对小米是利好的，将为公司带来新的盈利模式和竞争优势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280683331293232,"gmtCreate":1709556058030,"gmtModify":1709556060241,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"[龇牙]&nbsp;&nbsp;欧盟缺钱了就拿美国大公司开刀，弄点花花","listText":"[龇牙]&nbsp;&nbsp;欧盟缺钱了就拿美国大公司开刀，弄点花花","text":"[龇牙] 欧盟缺钱了就拿美国大公司开刀，弄点花花","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280683331293232","repostId":"1132184701","repostType":4,"repost":{"id":"1132184701","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1709553946,"share":"https://www.laohu8.com/m/news/1132184701?lang=&edition=full","pubTime":"2024-03-04 20:05","market":"us","language":"zh","title":"苹果公司因滥用APP STORE规则被欧盟罚款18亿欧元","url":"https://stock-news.laohu8.com/highlight/detail?id=1132184701","media":"老虎资讯综合","summary":"3月4日，$苹果(AAPL)$公司因滥用APP STORE规则被欧盟罚款18亿欧元。欧盟监管机构表示，苹果非法阻止应用开发者在其应用商店之外向用户提供有关替代和更便宜的音乐订阅服务的信息。苹果表示将对欧盟罚款提出上诉，称欧盟监管机构未能提供任何可信的消费者利益受损的证据，且其忽视了蓬勃发展的竞争市场。欧盟决定的最大受益者是Spotify，因为其在其网站上销售订阅服务时不需要向苹果支付费用。","content":"<html><head></head><body><p>3月4日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司因滥用APP STORE规则被欧盟罚款18亿欧元。欧盟监管机构表示，苹果非法阻止应用开发者在其应用商店之外向用户提供有关替代和更便宜的音乐订阅服务的信息。苹果表示将对欧盟罚款提出上诉，称欧盟监管机构未能提供任何可信的消费者利益受损的证据，且其忽视了蓬勃发展的竞争市场。欧盟决定的最大受益者是Spotify，因为其在其网站上销售订阅服务时不需要向苹果支付费用。</p><p>受此消息影响，苹果盘前短线小幅下跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a91ae443b333682843ab7fa825bb9119\" tg-width=\"873\" tg-height=\"838\"/></p></body></html>","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>苹果公司因滥用APP STORE规则被欧盟罚款18亿欧元</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苹果公司因滥用APP STORE规则被欧盟罚款18亿欧元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a 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\">2024-03-04 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月4日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司因滥用APP STORE规则被欧盟罚款18亿欧元。欧盟监管机构表示，苹果非法阻止应用开发者在其应用商店之外向用户提供有关替代和更便宜的音乐订阅服务的信息。苹果表示将对欧盟罚款提出上诉，称欧盟监管机构未能提供任何可信的消费者利益受损的证据，且其忽视了蓬勃发展的竞争市场。欧盟决定的最大受益者是Spotify，因为其在其网站上销售订阅服务时不需要向苹果支付费用。</p><p>受此消息影响，苹果盘前短线小幅下跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a91ae443b333682843ab7fa825bb9119\" tg-width=\"873\" tg-height=\"838\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"BK4588":"碎股","BK4576":"AR","LU0056508442.USD":"贝莱德世界科技基金A2","BK4579":"人工智能","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","EUO":"欧元ETF-ProShares两倍做空","LU0080751232.USD":"富达环球多元动力基金A","BK4575":"芯片概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4566":"资本集团","LU0308772762.SGD":"Blackrock Global Allocation A2 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STORE规则被欧盟罚款18亿欧元。欧盟监管机构表示，苹果非法阻止应用开发者在其应用商店之外向用户提供有关替代和更便宜的音乐订阅服务的信息。苹果表示将对欧盟罚款提出上诉，称欧盟监管机构未能提供任何可信的消费者利益受损的证据，且其忽视了蓬勃发展的竞争市场。欧盟决定的最大受益者是Spotify，因为其在其网站上销售订阅服务时不需要向苹果支付费用。受此消息影响，苹果盘前短线小幅下跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":275946528829608,"gmtCreate":1708408807596,"gmtModify":1708408809168,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"这家伙还在画大饼，将来会死得很惨","listText":"这家伙还在画大饼，将来会死得很惨","text":"这家伙还在画大饼，将来会死得很惨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275946528829608","repostId":"1159546156","repostType":2,"repost":{"id":"1159546156","kind":"news","pubTimestamp":1708405894,"share":"https://www.laohu8.com/m/news/1159546156?lang=&edition=full","pubTime":"2024-02-20 13:11","market":"us","language":"zh","title":"贾跃亭门徒，命悬一线","url":"https://stock-news.laohu8.com/highlight/detail?id=1159546156","media":"螺旋实验室","summary":"2024年将是新能源车企的大洗牌之年。","content":"<html><head></head><body><p>　　丁磊曾表示：“中国市场中50万以上汽车产品保有量大概在120万台，如果其中30%转化为电动，接近40万台。50万现在也没几款车可以选择，这里面如果有10%买HiPhi X，月销就不止2000台。”</p><p style=\"text-align: start;\">　　作者丨牧歌</p><p style=\"text-align: start;\">　　正月初九，正是各大公司节后返岗开工的日子，但对于高合汽车的不少员工来说，却遭遇了“开工即停工”的窘状。</p><p style=\"text-align: start;\">　　据报道，2月18日春节假期复工第一天，高合汽车召开内部大会，宣布即日起将停工停产6个月。</p><p style=\"text-align: start;\">　　在薪资发放方面，2月18日之前的员工工资将照常发放；3月15日之前还留在高合汽车的员工，仅发放基本工资；3月15日之后员工仅发放上海基本工资。</p><p style=\"text-align: start;\">　　而在此前，高合就已经宣布延期发放1月工资、取消年终奖和全员降薪。其中1月工资将在2月底补发。</p><p style=\"text-align: start;\">　　其实从去年下半年开始，关于高合汽车处境不佳的消息就开始在网络上蔓延，甚至被不少媒体称作“下一个威马”。虽然高合极力否认，但是面对铺天的质疑，却始终难以拿出有力的证据进行回应。</p><p style=\"text-align: start;\">　　而作为高合母公司华人运通董事长的丁磊，近半年时间来也极少在公开场合露面，这也和去年频频出镜发声为品牌制造声量的新势力掌门人们形成了鲜明对比。</p><p style=\"text-align: start;\">　　种种不太乐观的细节似乎都在表明，这家曾自诩为“新世界第一科技豪华品牌”的造车新势力，如今已然是到了命悬一线的关键时刻了。</p><p style=\"text-align: start;\">　　1</p><p style=\"text-align: start;\">　　高合还有多少钱？</p><p style=\"text-align: start;\">　　除了工厂停工，员工薪资延期发放之外，高合汽车此前还曾传出过线下门店退场闭店的消息。</p><p style=\"text-align: start;\">　　1月底，有媒体报道高合汽车位于成都锦江区那里广场和广州高德置地广场的两家门店关停的消息，而且上述两家门店关停均是在高合汽车与商场相关租赁合同尚未到期，未提前告知商场情况下单方面关停。</p><p style=\"text-align: start;\">　　对此，高合汽车方面回应称，是品牌正在优化渠道布局，“聚焦品牌体验中心效益化，首批关闭部分经营效率低下、用户体验不佳的商超门店”。</p><p style=\"text-align: start;\">　　此外，还有部分高合曾经的供应商在向高合集体讨债，涉及到的款项从十几万到数百万不等，但高合方面的还款意愿似乎并不积极。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbb432445ce8c1bab2dd13c7a19ab48a\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"894\"/></p><p style=\"text-align: start;\">　　高合如今的境遇和威马倒台之前已经有了高度相似之处，而诸多问题浮上水面的根本原因，则是这家豪华造车企业的资金池是不是已经见底了。</p><p style=\"text-align: start;\">　　在国内诸多造车新势力之中，高合汽车算得上是一个另类，成立至今，关于这家企业的投融资消息寥寥无几，公开资料显示，高合曾于2021年11月获得交通银行50亿元战略支持，但在新造车行业中，50亿元的启动资金显然连最低门槛都没有达到。</p><p style=\"text-align: start;\">　　关于高合汽车的资金来源，高合创始人丁磊曾在2018年接受采访时表示，“华人运通有来自美国的原始资本，还有政府投资，暂时没有启动社会私募的计划，也不会有 A、B、C、D 数轮的投资。”</p><p style=\"text-align: start;\">　　但丁磊口中的“美国原始资本”到底来自何方，时至今日也并未有准确答案。</p><p style=\"text-align: start;\">　　在资金状况成谜的情况下，高合汽车的终端销售情况近几年也表现平平，2021年至2023年间，高合汽车的年销售量分别为4237辆、4349辆和8681辆，虽然勉强也算是逐年上升，但是这三年总计只卖了一万多辆车，显然还支撑不起一家车企的正常运营。</p><p style=\"text-align: start;\">　　在没有外部融资，车辆销量也不算出彩的情况下，高合汽车能够坚持到2024年，已经算是出乎很多人的预料了，只是在眼下宣布停工停产之后，高合的未来已经不像过去那般明朗了。</p><p style=\"text-align: start;\">　　2</p><p style=\"text-align: start;\">　　贾跃亭“门徒”</p><p style=\"text-align: start;\">　　相比较高合扑朔迷离的财务状况，创始人丁磊的履历倒光明很多，他从2005年1月起便担任上海通用汽车有限公司总经理一职。在其任职总经理的六年间，上海通用的年产销量从2004年的25万辆升至2010年的103万辆，并四度夺得国内乘用车企业销量第一。</p><p style=\"text-align: start;\">　　值得一提的是，丁磊还是行业中为数不多有过从政经历的汽车品牌创始人。2013年至2015年间，丁磊曾担任过上海浦东新区副区长一职，在任职期间，丁磊主导引进了特斯拉项目。</p><p style=\"text-align: start;\">　　虽然上海通用总经理和浦东新区副区长两个头衔都份量十足，但真正对丁磊后来创立高合产生深远影响，则是他在乐视的三年工作经历。</p><p style=\"text-align: start;\">　　2015年9月，时任乐视控股集团董事长的贾跃亭宣布丁磊加盟乐视超级汽车，担任乐视超级汽车联合创始人、全球副董事长、中国及亚太区CEO。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df6ceb595fb44967191c1153548c57f3\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"686\"/></p><p style=\"text-align: start;\">　　贾跃亭彼时对于丁磊的评价是：汽车产业的领袖级人物。</p><p style=\"text-align: start;\">　　如果翻看丁磊前半生的职业生涯，这个头衔倒也不算太过夸张，但是即便是有了丁磊的加盟，乐视汽车此后也未能实现预期规划。</p><p style=\"text-align: start;\">　　2017年，贾跃亭远遁美国，“下周回国”成为了一句无法兑现的承诺，而同年，丁磊也宣布因身体原因不再担任乐视超级汽车全球副董事长、中国及亚太区CEO等职务，在出走之后，丁磊自立门户，创立了高合汽车的母公司华人运通。</p><p style=\"text-align: start;\">　　而之所以说乐视的从业经历对丁磊创立高合影响深远，看看高合推出的几款车型便能够得到答案，尤其是高合HiPhi X与FF 91在外形上有着惊人相似，在内部设计语言上也能够看出“同出一脉”的痕迹。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c715654f23b60b83309564a5755f563\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"430\"/></p><p style=\"text-align: start;\">　　此外，高合宣传的造车理念以及品牌故事，似乎也都能瞥见当年乐视打造超级汽车时的影子。</p><p style=\"text-align: start;\">　　而从市场反响来看，定位高端的高合也有过短暂的高光时刻，2019年9月，高合HiPhi X以641辆的月销售成绩超越保时捷Taycan，成为50万以上豪华品牌电动车“销冠”。</p><p style=\"text-align: start;\">　　而彼时的贾跃亭，则还为自己的债务问题忙的焦头烂额。从某种意义上来说，被贾跃亭“生态化反”理念深入熏陶过的丁磊，也算是圆了自己昔日老板的造车梦。</p><p style=\"text-align: start;\">　　3</p><p style=\"text-align: start;\">　　新造车大洗牌之年</p><p style=\"text-align: start;\">　　不少业内人士都认为，2024年将是新能源车企的大洗牌之年，而高合的“开工即停工”，无疑为这场车圈淘汰赛增添了更多的惨烈色彩。</p><p style=\"text-align: start;\">　　在市场维度身上，高合汽车过去一直自诩深耕高端豪车的细分市场，丁磊曾表示：“中国市场中50万以上汽车产品保有量大概在120万台，如果其中30%转化为电动，接近40万台。50万现在也没几款车可以选择，这里面如果有10%买HiPhi X，月销就不止2000台。”</p><p style=\"text-align: start;\">　　但是从过去几年高合的销量以及终端反馈情况来看，丁磊的这套算数理论在现实中似乎并不能行得通。</p><p style=\"text-align: start;\">　　对于国内的新能源车企来说，想要冲击高端的玩家不在少数，因此也决定了即便是50万以上的价格区间，其竞争激烈程度也不容小觑。无论是蔚来的服务路线，还是比亚迪的技术路线，都已经早早“卷”向高端电动车市场。</p><p style=\"text-align: start;\">　　即便是传统豪华品牌，在新能源车时代也不会轻易让出自己的销量阵地，前不久宝马和奔驰的中国合资公司已经正式落地，两大巨头将共同建设和运营超级充电网络，为中国客户提供可持续的豪华充电体验。</p><p style=\"text-align: start;\">　　而能够支撑车企在高端市场不断发力的根基，还是因为有真金白银的现金流打底，在这一点上，资金状况始终不明朗的高合显然缺乏底气。</p><p style=\"text-align: start;\">　　有意思的是，丁磊的高合如今也和贾跃亭的法拉第未来一样，最后的希望可能都得寄托在中东土豪身上。</p><p style=\"text-align: start;\">　　去年6月，曾有公开报道称，高合母公司华人运通曾与沙特投资部门签署了一项价值56亿美元（约合401亿元人民币）的协议，双方将成立合资企业，从事汽车研发、制造和销售业务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5880d66b9a302b9d890560916003dc28\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"364\"/></p><p style=\"text-align: start;\">　　但时至今日，这笔投资仍然没有到账，沙特方面对于高合是否还有兴趣，现在也不得而知。</p><p style=\"text-align: start;\">　　贾跃亭的法拉第未来则在去年年底宣布和阿联酋阿布扎比投资局签约，而截至到目前，这项合作似乎也还没取得实质性进展。</p><p style=\"text-align: start;\">　　作为昔日乐视汽车的同事，丁磊虽然吸取了贾跃亭的造车理念，但是在“搞钱”这方面，似乎还没得到老贾的真传，高合能否挺过2024年，可能还得看丁磊能否找来一笔真正的救命钱了。</p></body></html>","source":"lsy1577693836437","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\" 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.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贾跃亭门徒，命悬一线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-20 13:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/csj/2024-02-20/doc-inaiseum1621534.shtml><strong>螺旋实验室</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>丁磊曾表示：“中国市场中50万以上汽车产品保有量大概在120万台，如果其中30%转化为电动，接近40万台。50万现在也没几款车可以选择，这里面如果有10%买HiPhi X，月销就不止2000台。”　　作者丨牧歌　　正月初九，正是各大公司节后返岗开工的日子，但对于高合汽车的不少员工来说，却遭遇了“开工即停工”的窘状。　　据报道，2月18日春节假期复工第一天，高合汽车召开内部大会，宣布即日起将停工停产...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2024-02-20/doc-inaiseum1621534.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/398a617ddd0ab993110af8b878c8c5c9","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/csj/2024-02-20/doc-inaiseum1621534.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159546156","content_text":"丁磊曾表示：“中国市场中50万以上汽车产品保有量大概在120万台，如果其中30%转化为电动，接近40万台。50万现在也没几款车可以选择，这里面如果有10%买HiPhi X，月销就不止2000台。”　　作者丨牧歌　　正月初九，正是各大公司节后返岗开工的日子，但对于高合汽车的不少员工来说，却遭遇了“开工即停工”的窘状。　　据报道，2月18日春节假期复工第一天，高合汽车召开内部大会，宣布即日起将停工停产6个月。　　在薪资发放方面，2月18日之前的员工工资将照常发放；3月15日之前还留在高合汽车的员工，仅发放基本工资；3月15日之后员工仅发放上海基本工资。　　而在此前，高合就已经宣布延期发放1月工资、取消年终奖和全员降薪。其中1月工资将在2月底补发。　　其实从去年下半年开始，关于高合汽车处境不佳的消息就开始在网络上蔓延，甚至被不少媒体称作“下一个威马”。虽然高合极力否认，但是面对铺天的质疑，却始终难以拿出有力的证据进行回应。　　而作为高合母公司华人运通董事长的丁磊，近半年时间来也极少在公开场合露面，这也和去年频频出镜发声为品牌制造声量的新势力掌门人们形成了鲜明对比。　　种种不太乐观的细节似乎都在表明，这家曾自诩为“新世界第一科技豪华品牌”的造车新势力，如今已然是到了命悬一线的关键时刻了。　　1　　高合还有多少钱？　　除了工厂停工，员工薪资延期发放之外，高合汽车此前还曾传出过线下门店退场闭店的消息。　　1月底，有媒体报道高合汽车位于成都锦江区那里广场和广州高德置地广场的两家门店关停的消息，而且上述两家门店关停均是在高合汽车与商场相关租赁合同尚未到期，未提前告知商场情况下单方面关停。　　对此，高合汽车方面回应称，是品牌正在优化渠道布局，“聚焦品牌体验中心效益化，首批关闭部分经营效率低下、用户体验不佳的商超门店”。　　此外，还有部分高合曾经的供应商在向高合集体讨债，涉及到的款项从十几万到数百万不等，但高合方面的还款意愿似乎并不积极。　　高合如今的境遇和威马倒台之前已经有了高度相似之处，而诸多问题浮上水面的根本原因，则是这家豪华造车企业的资金池是不是已经见底了。　　在国内诸多造车新势力之中，高合汽车算得上是一个另类，成立至今，关于这家企业的投融资消息寥寥无几，公开资料显示，高合曾于2021年11月获得交通银行50亿元战略支持，但在新造车行业中，50亿元的启动资金显然连最低门槛都没有达到。　　关于高合汽车的资金来源，高合创始人丁磊曾在2018年接受采访时表示，“华人运通有来自美国的原始资本，还有政府投资，暂时没有启动社会私募的计划，也不会有 A、B、C、D 数轮的投资。”　　但丁磊口中的“美国原始资本”到底来自何方，时至今日也并未有准确答案。　　在资金状况成谜的情况下，高合汽车的终端销售情况近几年也表现平平，2021年至2023年间，高合汽车的年销售量分别为4237辆、4349辆和8681辆，虽然勉强也算是逐年上升，但是这三年总计只卖了一万多辆车，显然还支撑不起一家车企的正常运营。　　在没有外部融资，车辆销量也不算出彩的情况下，高合汽车能够坚持到2024年，已经算是出乎很多人的预料了，只是在眼下宣布停工停产之后，高合的未来已经不像过去那般明朗了。　　2　　贾跃亭“门徒”　　相比较高合扑朔迷离的财务状况，创始人丁磊的履历倒光明很多，他从2005年1月起便担任上海通用汽车有限公司总经理一职。在其任职总经理的六年间，上海通用的年产销量从2004年的25万辆升至2010年的103万辆，并四度夺得国内乘用车企业销量第一。　　值得一提的是，丁磊还是行业中为数不多有过从政经历的汽车品牌创始人。2013年至2015年间，丁磊曾担任过上海浦东新区副区长一职，在任职期间，丁磊主导引进了特斯拉项目。　　虽然上海通用总经理和浦东新区副区长两个头衔都份量十足，但真正对丁磊后来创立高合产生深远影响，则是他在乐视的三年工作经历。　　2015年9月，时任乐视控股集团董事长的贾跃亭宣布丁磊加盟乐视超级汽车，担任乐视超级汽车联合创始人、全球副董事长、中国及亚太区CEO。　　贾跃亭彼时对于丁磊的评价是：汽车产业的领袖级人物。　　如果翻看丁磊前半生的职业生涯，这个头衔倒也不算太过夸张，但是即便是有了丁磊的加盟，乐视汽车此后也未能实现预期规划。　　2017年，贾跃亭远遁美国，“下周回国”成为了一句无法兑现的承诺，而同年，丁磊也宣布因身体原因不再担任乐视超级汽车全球副董事长、中国及亚太区CEO等职务，在出走之后，丁磊自立门户，创立了高合汽车的母公司华人运通。　　而之所以说乐视的从业经历对丁磊创立高合影响深远，看看高合推出的几款车型便能够得到答案，尤其是高合HiPhi X与FF 91在外形上有着惊人相似，在内部设计语言上也能够看出“同出一脉”的痕迹。　　此外，高合宣传的造车理念以及品牌故事，似乎也都能瞥见当年乐视打造超级汽车时的影子。　　而从市场反响来看，定位高端的高合也有过短暂的高光时刻，2019年9月，高合HiPhi X以641辆的月销售成绩超越保时捷Taycan，成为50万以上豪华品牌电动车“销冠”。　　而彼时的贾跃亭，则还为自己的债务问题忙的焦头烂额。从某种意义上来说，被贾跃亭“生态化反”理念深入熏陶过的丁磊，也算是圆了自己昔日老板的造车梦。　　3　　新造车大洗牌之年　　不少业内人士都认为，2024年将是新能源车企的大洗牌之年，而高合的“开工即停工”，无疑为这场车圈淘汰赛增添了更多的惨烈色彩。　　在市场维度身上，高合汽车过去一直自诩深耕高端豪车的细分市场，丁磊曾表示：“中国市场中50万以上汽车产品保有量大概在120万台，如果其中30%转化为电动，接近40万台。50万现在也没几款车可以选择，这里面如果有10%买HiPhi X，月销就不止2000台。”　　但是从过去几年高合的销量以及终端反馈情况来看，丁磊的这套算数理论在现实中似乎并不能行得通。　　对于国内的新能源车企来说，想要冲击高端的玩家不在少数，因此也决定了即便是50万以上的价格区间，其竞争激烈程度也不容小觑。无论是蔚来的服务路线，还是比亚迪的技术路线，都已经早早“卷”向高端电动车市场。　　即便是传统豪华品牌，在新能源车时代也不会轻易让出自己的销量阵地，前不久宝马和奔驰的中国合资公司已经正式落地，两大巨头将共同建设和运营超级充电网络，为中国客户提供可持续的豪华充电体验。　　而能够支撑车企在高端市场不断发力的根基，还是因为有真金白银的现金流打底，在这一点上，资金状况始终不明朗的高合显然缺乏底气。　　有意思的是，丁磊的高合如今也和贾跃亭的法拉第未来一样，最后的希望可能都得寄托在中东土豪身上。　　去年6月，曾有公开报道称，高合母公司华人运通曾与沙特投资部门签署了一项价值56亿美元（约合401亿元人民币）的协议，双方将成立合资企业，从事汽车研发、制造和销售业务。　　但时至今日，这笔投资仍然没有到账，沙特方面对于高合是否还有兴趣，现在也不得而知。　　贾跃亭的法拉第未来则在去年年底宣布和阿联酋阿布扎比投资局签约，而截至到目前，这项合作似乎也还没取得实质性进展。　　作为昔日乐视汽车的同事，丁磊虽然吸取了贾跃亭的造车理念，但是在“搞钱”这方面，似乎还没得到老贾的真传，高合能否挺过2024年，可能还得看丁磊能否找来一笔真正的救命钱了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254998921322520,"gmtCreate":1703266566494,"gmtModify":1703266568322,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$&nbsp;</a>什么情况呢？","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$&nbsp;</a>什么情况呢？","text":"$Tilray Inc.(TLRY)$ 什么情况呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254998921322520","isVote":1,"tweetType":1,"viewCount":1945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224876316033144,"gmtCreate":1695909444578,"gmtModify":1695909445478,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>哈哈，贾老板就玩成这副模样？","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>哈哈，贾老板就玩成这副模样？","text":"$Faraday Future(FFIE)$ 哈哈，贾老板就玩成这副模样？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/224876316033144","isVote":1,"tweetType":1,"viewCount":2181,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"content":"他这辈子不可能成事了！","text":"他这辈子不可能成事了！","html":"他这辈子不可能成事了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224820363202632,"gmtCreate":1695895873878,"gmtModify":1695895875486,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"这是腾讯第几次回购了？不下于二十五次吧？好样的腾讯，股价一定再会升上去！","listText":"这是腾讯第几次回购了？不下于二十五次吧？好样的腾讯，股价一定再会升上去！","text":"这是腾讯第几次回购了？不下于二十五次吧？好样的腾讯，股价一定再会升上去！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224820363202632","repostId":"1176965046","repostType":4,"repost":{"id":"1176965046","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1695894160,"share":"https://www.laohu8.com/m/news/1176965046?lang=&edition=full","pubTime":"2023-09-28 17:42","market":"hk","language":"zh","title":"腾讯控股：斥资约4亿港元回购134万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1176965046","media":"老虎资讯综合","summary":"9月28日，$腾讯控股(00700)$发布公告，当日斥资约4亿港元回购134万股，回购价格为每股296.6-302港元。","content":"<html><head></head><body><p>9月28日，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>发布公告，当日斥资约4亿港元回购134万股，回购价格为每股296.6-302港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88a2914ddba64a0e76d8a242633fdd6d\" tg-width=\"1581\" tg-height=\"526\"/></p></body></html>","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>腾讯控股：斥资约4亿港元回购134万股</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腾讯控股：斥资约4亿港元回购134万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a 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\">2023-09-28 17:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月28日，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>发布公告，当日斥资约4亿港元回购134万股，回购价格为每股296.6-302港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88a2914ddba64a0e76d8a242633fdd6d\" tg-width=\"1581\" tg-height=\"526\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"BK1609":"ChatGPT概念","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0173614495.USD":"富达中国焦点A","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK1517":"云办公","BK1608":"元宇宙概念","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","00700":"腾讯控股","BK1516":"腾讯概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176965046","content_text":"9月28日，腾讯控股发布公告，当日斥资约4亿港元回购134万股，回购价格为每股296.6-302港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223910481961024,"gmtCreate":1695702802270,"gmtModify":1695702803705,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"当然会通过✅","listText":"当然会通过✅","text":"当然会通过✅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/223910481961024","repostId":"1117418043","repostType":2,"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217200365588576,"gmtCreate":1694050532769,"gmtModify":1694050535444,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"哈哈哈，到底还是入坑了！","listText":"哈哈哈，到底还是入坑了！","text":"哈哈哈，到底还是入坑了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217200365588576","repostId":"1126665587","repostType":2,"repost":{"id":"1126665587","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1693988174,"share":"https://www.laohu8.com/m/news/1126665587?lang=&edition=full","pubTime":"2023-09-06 16:16","market":"hk","language":"zh","title":"消息人士：小米汽车已试生产近一个月，每周50辆样车","url":"https://stock-news.laohu8.com/highlight/detail?id=1126665587","media":"老虎资讯综合","summary":"小米汽车现在正处于试生产阶段。","content":"<html><head></head><body><p>一位接近小米汽车的知情人士透露：小米汽车现在正处于试生产阶段，每周生产大约50辆样车，夜间工人很少。目前这项工作开展不足一个月。</p><p>目前，小米汽车亦庄工厂又在大规模地招聘车间工人，招聘规模在100人上下，平均薪资在6000至7000元，每日工作时长为8小时，周末双休，随时入职。</p></body></html>","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>消息人士：小米汽车已试生产近一个月，每周50辆样车</title>\n<style 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16:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>一位接近小米汽车的知情人士透露：小米汽车现在正处于试生产阶段，每周生产大约50辆样车，夜间工人很少。目前这项工作开展不足一个月。</p><p>目前，小米汽车亦庄工厂又在大规模地招聘车间工人，招聘规模在100人上下，平均薪资在6000至7000元，每日工作时长为8小时，周末双休，随时入职。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/529958ccf70e57b3f5b5c4f7405468e4","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126665587","content_text":"一位接近小米汽车的知情人士透露：小米汽车现在正处于试生产阶段，每周生产大约50辆样车，夜间工人很少。目前这项工作开展不足一个月。目前，小米汽车亦庄工厂又在大规模地招聘车间工人，招聘规模在100人上下，平均薪资在6000至7000元，每日工作时长为8小时，周末双休，随时入职。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":215219337105512,"gmtCreate":1693573597586,"gmtModify":1693573598973,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"好消息，好消息","listText":"好消息，好消息","text":"好消息，好消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/215219337105512","repostId":"1149253562","repostType":2,"repost":{"id":"1149253562","kind":"news","pubTimestamp":1693443895,"share":"https://www.laohu8.com/m/news/1149253562?lang=&edition=full","pubTime":"2023-08-31 09:04","market":"sh","language":"zh","title":"大麻合法化一步之遥！拜登政府呼吁移出高危分类，多只大麻股两位数飙涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1149253562","media":"华尔街见闻","summary":"评论称，若分类调整，拜登明年大选可能多了一项“成绩”。新近消息显示，拜登政府有意进一步放宽对大麻的管制，法律贴在大麻身上的高危标签。传出HHS建议改变分类的消息后，美股大麻股周三普涨。去年10月拜登签署行政令，赦免所有因简单持有大麻而违反联邦政府法律的美国公民。这一意外行动迅速激化了美国国内对大麻合法化的争论。大麻具有成瘾性，是联合国禁毒公约中被管制的麻醉药品。","content":"<html><head></head><body><blockquote><p>摘要：美国卫生与公众服务部高官致信缉毒局，呼吁对大麻重新分类，从目前和摇头丸同类的附表一类药物，转为可以通过处方合法获得附表三类药物。评论称，若分类调整，拜登明年大选可能多了一项“成绩”。</p></blockquote><p style=\"text-align: justify;\">新近消息显示，拜登政府有意进一步放宽对大麻的管制，法律贴在大麻身上的高危标签。</p><p style=\"text-align: justify;\">美东时间8月30日周三，媒体获悉，一份注明日期为8月29日的信函显示，美国卫生与公众服务部（HHS）的助理部长Rachel Levine致信美国缉毒局（DEA）局长Anne Milgram，呼吁调整大麻在《受控物质法案》中的分类，将它列入附表三类药物。</p><p style=\"text-align: justify;\">DEA的发言人此后证实，收到有关上述大麻建议的HHS信函，并表示，DEA拥有重新安排药物分类的最终权力，现在将启动该部门自己的审查。</p><p style=\"text-align: justify;\">根据美国联邦《受控物质法案》，大麻目前和海 洛因、迷幻药、摇头丸等一起，被归类为附表一药物，即最危险的药物种类。而附表三的物质，比如氯胺酮，被认为危险性较小，可以通过处方合法获得。</p><p style=\"text-align: justify;\">有媒体称，若HHS的建议调整分类得到通过，将标志着大麻作为高危药物的地位出现重大转变，大麻距离完全合法化一步之遥。</p><p style=\"text-align: justify;\">有评论称，放宽联邦政府对大麻的限制可能为大麻产业的发展扫清一些障碍，比如在获得银行业服务方面。还有评论称，降低大麻的风险分类等于可能给大麻企业减税。</p><p style=\"text-align: justify;\">传出HHS建议改变分类的消息后，美股大麻股周三普涨。追踪大麻股的指数MJ PurePlay 100涨13%，ETF中，MSOS收涨21.2%，CNBS涨约11%，MJ涨10.6%，POTX涨超8.7%，THCX涨超6.4%。</p><p style=\"text-align: justify;\">多只个股两位数大涨，其中Columbia Care Inc.（CCHWF）收涨逾39%，Ayr Wellness Inc.（AYRWF）涨逾29%，Curaleaf Holdings Inc（CURLF）涨逾18%，Canopy Growth Corp（CGC）涨13.2%，Village Farms International（VFF）涨约13%，GrowGeneration Corp（GRWG）涨约12.8%，Tilray Brands Inc（TLRY）涨10.8%，Agrify Corp（AGFY）涨近7.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0d9e5afed5f3c806ed4279b4437baed\" tg-width=\"640\" tg-height=\"376\"/></p><p style=\"text-align: justify;\">有媒体指出，本次HHS的建议源于去年美国总统拜登下达的指示，是拜登政府扩大大麻改革范围的行动之一。</p><p style=\"text-align: justify;\">去年10月拜登签署行政令，赦免所有因简单持有大麻而违反联邦政府法律的美国公民。他还敦促各州采取类似步骤，并要求美国卫生与公共服务部、司法部启动行政程序，评估大麻在联邦法律中的定级问题。</p><p style=\"text-align: justify;\">这一意外行动迅速激化了美国国内对大麻合法化的争论。拜登本人称，新政是为了“纠正以往的错误”，帮助那些曾因为持有大麻而获罪的人恢复正常生活。</p><p style=\"text-align: justify;\">而鉴于赦免令的时机非常微妙，许多分析人士认为，他是在为去年10月的中期选举争取选票，尤其是争取年轻人和少数族裔选民的支持。</p><p style=\"text-align: justify;\">中新社报道当时指出，拜登这一赦免令实际影响范围很小，但象征意义和政策导向的作用更加明显。美国舆论认为，在“大麻合法化”问题上，应在民众健康、执法监管等多层面充分评估，在国会立法先取得共识再有所行动。</p><p style=\"text-align: justify;\">本周三也有媒体称，将大麻归为更低风险药物类别可能让拜登在备战明年大选时多了一项“成绩”。</p><p style=\"text-align: justify;\">大麻具有成瘾性，是联合国禁毒公约中被管制的麻醉药品。研究显示，使用大麻会影响人身心健康，长期大剂量使用可引起退行性变化的脑疾病、严重的行为损伤、免疫系统抑制和神经疾病等。</p><p style=\"text-align: justify;\">但美国实行联邦制，各州可自行立法规定大麻是否合法。近些年来，美国越来越多的州推动大麻合法化，甚至关于大麻娱乐使用合法化的呼声也越来越高。去年10月就有报道统计，截至当时，美国共37个州允许大麻用于医疗用途，19个州允许娱乐使用。</p></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>大麻合法化一步之遥！拜登政府呼吁移出高危分类，多只大麻股两位数飙涨</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大麻合法化一步之遥！拜登政府呼吁移出高危分类，多只大麻股两位数飙涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-31 09:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3696806><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：美国卫生与公众服务部高官致信缉毒局，呼吁对大麻重新分类，从目前和摇头丸同类的附表一类药物，转为可以通过处方合法获得附表三类药物。评论称，若分类调整，拜登明年大选可能多了一项“成绩”。新近消息显示，拜登政府有意进一步放宽对大麻的管制，法律贴在大麻身上的高危标签。美东时间8月30日周三，媒体获悉，一份注明日期为8月29日的信函显示，美国卫生与公众服务部（HHS）的助理部长Rachel ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3696806\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da072d9bb0f4d60b2f073a1ed0e0f7e7","relate_stocks":{"GRWG":"GrowGeneration Corp.","CGC":"Canopy Growth Corporation","AYRWF":"AYR WELLNESS INC.","VFF":"Village Farms International Inc","AGFY":"Agrify","TLRY":"Tilray Inc.","CURLF":"Curaleaf Hldgs Inc."},"source_url":"https://wallstreetcn.com/articles/3696806","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149253562","content_text":"摘要：美国卫生与公众服务部高官致信缉毒局，呼吁对大麻重新分类，从目前和摇头丸同类的附表一类药物，转为可以通过处方合法获得附表三类药物。评论称，若分类调整，拜登明年大选可能多了一项“成绩”。新近消息显示，拜登政府有意进一步放宽对大麻的管制，法律贴在大麻身上的高危标签。美东时间8月30日周三，媒体获悉，一份注明日期为8月29日的信函显示，美国卫生与公众服务部（HHS）的助理部长Rachel Levine致信美国缉毒局（DEA）局长Anne Milgram，呼吁调整大麻在《受控物质法案》中的分类，将它列入附表三类药物。DEA的发言人此后证实，收到有关上述大麻建议的HHS信函，并表示，DEA拥有重新安排药物分类的最终权力，现在将启动该部门自己的审查。根据美国联邦《受控物质法案》，大麻目前和海 洛因、迷幻药、摇头丸等一起，被归类为附表一药物，即最危险的药物种类。而附表三的物质，比如氯胺酮，被认为危险性较小，可以通过处方合法获得。有媒体称，若HHS的建议调整分类得到通过，将标志着大麻作为高危药物的地位出现重大转变，大麻距离完全合法化一步之遥。有评论称，放宽联邦政府对大麻的限制可能为大麻产业的发展扫清一些障碍，比如在获得银行业服务方面。还有评论称，降低大麻的风险分类等于可能给大麻企业减税。传出HHS建议改变分类的消息后，美股大麻股周三普涨。追踪大麻股的指数MJ PurePlay 100涨13%，ETF中，MSOS收涨21.2%，CNBS涨约11%，MJ涨10.6%，POTX涨超8.7%，THCX涨超6.4%。多只个股两位数大涨，其中Columbia Care Inc.（CCHWF）收涨逾39%，Ayr Wellness Inc.（AYRWF）涨逾29%，Curaleaf Holdings Inc（CURLF）涨逾18%，Canopy Growth Corp（CGC）涨13.2%，Village Farms International（VFF）涨约13%，GrowGeneration Corp（GRWG）涨约12.8%，Tilray Brands Inc（TLRY）涨10.8%，Agrify Corp（AGFY）涨近7.9%。有媒体指出，本次HHS的建议源于去年美国总统拜登下达的指示，是拜登政府扩大大麻改革范围的行动之一。去年10月拜登签署行政令，赦免所有因简单持有大麻而违反联邦政府法律的美国公民。他还敦促各州采取类似步骤，并要求美国卫生与公共服务部、司法部启动行政程序，评估大麻在联邦法律中的定级问题。这一意外行动迅速激化了美国国内对大麻合法化的争论。拜登本人称，新政是为了“纠正以往的错误”，帮助那些曾因为持有大麻而获罪的人恢复正常生活。而鉴于赦免令的时机非常微妙，许多分析人士认为，他是在为去年10月的中期选举争取选票，尤其是争取年轻人和少数族裔选民的支持。中新社报道当时指出，拜登这一赦免令实际影响范围很小，但象征意义和政策导向的作用更加明显。美国舆论认为，在“大麻合法化”问题上，应在民众健康、执法监管等多层面充分评估，在国会立法先取得共识再有所行动。本周三也有媒体称，将大麻归为更低风险药物类别可能让拜登在备战明年大选时多了一项“成绩”。大麻具有成瘾性，是联合国禁毒公约中被管制的麻醉药品。研究显示，使用大麻会影响人身心健康，长期大剂量使用可引起退行性变化的脑疾病、严重的行为损伤、免疫系统抑制和神经疾病等。但美国实行联邦制，各州可自行立法规定大麻是否合法。近些年来，美国越来越多的州推动大麻合法化，甚至关于大麻娱乐使用合法化的呼声也越来越高。去年10月就有报道统计，截至当时，美国共37个州允许大麻用于医疗用途，19个州允许娱乐使用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":210861503934696,"gmtCreate":1692500343387,"gmtModify":1692500344694,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"没几个信，大空头早已经唱空了","listText":"没几个信，大空头早已经唱空了","text":"没几个信，大空头早已经唱空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/210861503934696","repostId":"2360586495","repostType":2,"repost":{"id":"2360586495","kind":"news","pubTimestamp":1692490980,"share":"https://www.laohu8.com/m/news/2360586495?lang=&edition=full","pubTime":"2023-08-20 08:23","market":"us","language":"zh","title":"华尔街最大多头：美股8月份的下跌是绝佳买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2360586495","media":"环球市场播报","summary":"华尔街最大多头之一、前摩根大通首席股票策略师Tom Lee认为，8月的市场动荡意味着投资者正接近一个在股市恢复反弹前逢低买入的绝佳机会。　　Lee一直是华尔街最乐观的策略师之一，他的预测让追随他的投资者在今年上半年的股市反弹中赚了很多钱。　　Lee曾预测标普500指数将在2023年创下4825点的纪录高位，但他警告称，股市近期可能会进一步下跌。亚特兰大联储目前预计美国第三季度GDP将增长5.8%。","content":"<html><head></head><body><p>华尔街最大多头之一、前摩根大通首席股票策略师Tom Lee认为，8月的市场动荡意味着投资者正接近一个在股市恢复反弹前逢低买入的绝佳机会。</p><p style=\"text-align: start;\">Lee一直是华尔街最乐观的策略师之一，他的预测让追随他的投资者在今年上半年的股市反弹中赚了很多钱。</p><p style=\"text-align: start;\">Lee曾预测标普500指数将在2023年创下4825点的纪录高位，但他警告称，股市近期可能会进一步下跌。</p><p style=\"text-align: start;\">自8月初以来，标普500指数已经下跌了约5%，这推动了债券收益率的上升。亚特兰大联储目前预计美国第三季度GDP将增长5.8%。</p><p style=\"text-align: start;\">强劲的GDP数据表明，美联储可能会继续加息，试图让经济放缓，这可能会拖累资产价格。强劲的经济也推迟了任何可能的降息时间表，使利率“更长时间内更高”的说法完好无损。</p><p style=\"text-align: start;\">Lee在周五的一份客户报告中说：“简而言之，美国的通胀问题正在退居次要地位。相反，利率上升的因素损害了市盈率，美国经济走强的故事意味着有更多加息的风险，这些因素是投资者最关心的。”</p><p style=\"text-align: start;\">美联储已经将利率提高了525个基点，以遏制通胀，这在一定程度上拖累了标普500指数在2022年下跌了20%。与此同时，根据CME的Fed Watch工具，市场预计美联储在11月的政策会议上再加息25个基点的可能性为33%。</p><p style=\"text-align: start;\">Lee警告称，这种下行趋势可能会持续5到15天，直到8月25日左右，届时芯片制造商英伟达将公布第二季度盈利，各国央行行长将在杰克逊霍尔（Jackson Hole）召开会议，鲍威尔预计将在会上就美国经济发表讲话。当前的股市动荡是投资者赶在这些事件发生之前入场的最佳时机，这些事件可能导致股市重拾今年上半年的反弹势头。</p><p style=\"text-align: start;\">“我们更多地认为‘ 这是8月’，而不是更大规模下跌的开始，” Lee表示。他指的是股市通常在每年的这个月表现不佳。“我们认为市场前景在2023年底之前不会发生变化。事实上，这最终将被证明是一个绝佳的买入机会。</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>华尔街最大多头：美股8月份的下跌是绝佳买入机会</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华尔街最大多头：美股8月份的下跌是绝佳买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-20 08:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-08-19/doc-imzhtkxz6171501.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街最大多头之一、前摩根大通首席股票策略师Tom Lee认为，8月的市场动荡意味着投资者正接近一个在股市恢复反弹前逢低买入的绝佳机会。Lee一直是华尔街最乐观的策略师之一，他的预测让追随他的投资者在今年上半年的股市反弹中赚了很多钱。Lee曾预测标普500指数将在2023年创下4825点的纪录高位，但他警告称，股市近期可能会进一步下跌。自8月初以来，标普500指数已经下跌了约5%，这推动了债券...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-08-19/doc-imzhtkxz6171501.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/94fa9d4e8bd12bf24fcc7b18100c7016","relate_stocks":{"SPXU":"三倍做空标普500ETF","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","BK4581":"高盛持仓","BK4585":"ETF&股票定投概念","BK4588":"碎股","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","OEX":"标普100","SH":"标普500反向ETF","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-08-19/doc-imzhtkxz6171501.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2360586495","content_text":"华尔街最大多头之一、前摩根大通首席股票策略师Tom Lee认为，8月的市场动荡意味着投资者正接近一个在股市恢复反弹前逢低买入的绝佳机会。Lee一直是华尔街最乐观的策略师之一，他的预测让追随他的投资者在今年上半年的股市反弹中赚了很多钱。Lee曾预测标普500指数将在2023年创下4825点的纪录高位，但他警告称，股市近期可能会进一步下跌。自8月初以来，标普500指数已经下跌了约5%，这推动了债券收益率的上升。亚特兰大联储目前预计美国第三季度GDP将增长5.8%。强劲的GDP数据表明，美联储可能会继续加息，试图让经济放缓，这可能会拖累资产价格。强劲的经济也推迟了任何可能的降息时间表，使利率“更长时间内更高”的说法完好无损。Lee在周五的一份客户报告中说：“简而言之，美国的通胀问题正在退居次要地位。相反，利率上升的因素损害了市盈率，美国经济走强的故事意味着有更多加息的风险，这些因素是投资者最关心的。”美联储已经将利率提高了525个基点，以遏制通胀，这在一定程度上拖累了标普500指数在2022年下跌了20%。与此同时，根据CME的Fed Watch工具，市场预计美联储在11月的政策会议上再加息25个基点的可能性为33%。Lee警告称，这种下行趋势可能会持续5到15天，直到8月25日左右，届时芯片制造商英伟达将公布第二季度盈利，各国央行行长将在杰克逊霍尔（Jackson Hole）召开会议，鲍威尔预计将在会上就美国经济发表讲话。当前的股市动荡是投资者赶在这些事件发生之前入场的最佳时机，这些事件可能导致股市重拾今年上半年的反弹势头。“我们更多地认为‘ 这是8月’，而不是更大规模下跌的开始，” 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这个盘后看上去还是很提气的","images":[{"img":"https://static.tigerbbs.com/688b84901401af35cf0e890ab78005b0","width":"828","height":"896"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206913809834240","isVote":1,"tweetType":1,"viewCount":1556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":206515165933800,"gmtCreate":1691450219790,"gmtModify":1691458363977,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$ &nbsp;</a>盘后交易量猛增，涨幅达到10.3%，不知道前方发生什么事","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$ &nbsp;</a>盘后交易量猛增，涨幅达到10.3%，不知道前方发生什么事","text":"$Tilray Inc.(TLRY)$ 盘后交易量猛增，涨幅达到10.3%，不知道前方发生什么事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":3,"link":"https://laohu8.com/post/206515165933800","isVote":1,"tweetType":1,"viewCount":2467,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"content":"盘后结束时，上涨16.22%，原来是tilray 的财报出来了！大家关心tilray的话去看看财报吧！","text":"盘后结束时，上涨16.22%，原来是tilray 的财报出来了！大家关心tilray的话去看看财报吧！","html":"盘后结束时，上涨16.22%，原来是tilray 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Inc.(TLRY)$还跌了，什么情况啊？","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/610508075","isVote":1,"tweetType":1,"viewCount":6892,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550754949783339","authorId":"3550754949783339","name":"菜鸟炒股手","avatar":"https://static.tigerbbs.com/d417dd94e10061aaaac16c2997c774d2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3550754949783339","authorIdStr":"3550754949783339"},"content":"别人恐慌时，就要拼命入 [笑哭] [笑哭]比尔盖茨说的","text":"别人恐慌时，就要拼命入 [笑哭] [笑哭]比尔盖茨说的","html":"别人恐慌时，就要拼命入 [笑哭] 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盘后交易量猛增，涨幅达到10.3%，不知道前方发生什么事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":3,"link":"https://laohu8.com/post/206515165933800","isVote":1,"tweetType":1,"viewCount":2467,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"content":"盘后结束时，上涨16.22%，原来是tilray 的财报出来了！大家关心tilray的话去看看财报吧！","text":"盘后结束时，上涨16.22%，原来是tilray 的财报出来了！大家关心tilray的话去看看财报吧！","html":"盘后结束时，上涨16.22%，原来是tilray 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