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一直在旅行
2018-02-07
$Lumentum Holdings Inc.(LITE)$有四十进场的哨友吗？
一直在旅行
2018-02-06
$Lumentum Holdings Inc.(LITE)$意不意外，惊不惊喜？哈哈，多看少动吧，有信心的话，跌了就加仓降低成本。没信心就减仓。
一直在旅行
2018-02-06
$Lumentum Holdings Inc.(LITE)$每股收益和营收都比预期高了50% ，厉害了(ง •̀_•́)ง
一直在旅行
2018-03-12
$Lumentum Holdings Inc.(LITE)$Lumentum宣布18亿现金收购明睛光通信，后者上涨近25%。
一直在旅行
2018-02-01
这篇文章不错，转发给大家看
抱歉，原内容已删除
去老虎APP查看更多动态
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Inc.(LITE)$有四十进场的哨友吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":42,"repostSize":0,"link":"https://laohu8.com/post/157524","isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473887129456821","authorId":"3473887129456821","name":"清河","avatar":"https://static.tigerbbs.com/ce3d079f0f41e6a7d7b64dd5274c7708","crmLevel":1,"crmLevelSwitch":0},"content":"41进的，昨天出了😂","text":"41进的，昨天出了😂","html":"41进的，昨天出了😂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156820,"gmtCreate":1517925020593,"gmtModify":1704888968353,"author":{"id":"3446500524293855","authorId":"3446500524293855","name":"一直在旅行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Lumentum Holdings Inc.(LITE)$每股收益和营收都比预期高了50% ，厉害了(ง •̀_•́)ง","listText":"$Lumentum Holdings Inc.(LITE)$每股收益和营收都比预期高了50% ，厉害了(ง •̀_•́)ง","text":"$Lumentum Holdings Inc.(LITE)$每股收益和营收都比预期高了50% ，厉害了(ง •̀_•́)ง","images":[{"img":"https://static.laohu8.com/440baf8959e345510b64e83043d9606b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/156820","isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469617683136482","authorId":"3469617683136482","name":"cool3d","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"我们的等待是对的，好消息","text":"我们的等待是对的，好消息","html":"我们的等待是对的，好消息"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":156790,"gmtCreate":1517922381961,"gmtModify":1704888965587,"author":{"id":"3446500524293855","authorId":"3446500524293855","name":"一直在旅行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Lumentum Holdings 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2015"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154446,"gmtCreate":1517494653369,"gmtModify":1704888669919,"author":{"id":"3446500524293855","authorId":"3446500524293855","name":"一直在旅行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154446","repostId":"25036","repostType":4,"repost":{"id":"25036","pubTimestamp":1517464100,"share":"https://www.laohu8.com/m/news/25036?lang=&edition=full","pubTime":"2018-02-01 13:48","market":"us","language":"zh","title":"美科技巨头喜迎巨额亏损：嘴上说不要，身体很诚实","url":"https://stock-news.laohu8.com/highlight/detail?id=25036","media":"新浪科技","summary":"喜迎并没有反义的双引号，因为这些跨国巨头们是心甘情愿、甘之如饴地公布动辄数十亿美元的天价亏损。","content":"<p><img id=\"f95e2893dcddcb837476d0ccd8b0571f\" style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"http://e.thsi.cn/img/a854030b0b8686e1\" /></p>\n<p style=\"text-align: center;\"> 特朗普(左)库克(右) </p>\n<p> <strong>又到了美股财报季，美国科技巨头们纷纷发布去年第四季度的财报。</strong>岁末是每年的的购物旺季，也是科技巨头每年赚得最盆丰钵满的季节。以消费电子巨头苹果为例，第四季度的营收通常都比第二季度(年度淡季)高出80%以上。</p>\n<p> 然而，今年这个财报季的情况却略微有所不同。不出意外的话，科技巨头们会纷纷喜迎巨额亏损。请注意，喜迎并没有反义的双引号，因为这些跨国巨头们是心甘情愿、甘之如饴地公布动辄数十亿美元的天价亏损。</p>\n<p> <strong>先来看看今日公布业绩的微软和高通财报。</strong>微软<a href=\"https://laohu8.com/S/MSFT\"><a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a></a>当季实现营收289.18亿美元，同比增长12%；高通<a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>当季实现营收61%，同比增长1%。但盈利却是另一番景象，微软当季净亏损63.02亿美元，上年同期净利润62.67亿美元；高通当季净亏损60亿美元，上年同期净利润7亿美元。</p>\n<p> 这是怎么回事？要知道上一次微软巨亏几十亿美元，还是在2015年。那主要是因为当时的新任CEO纳德拉痛下狠心，冲销了总计75亿美元与诺基亚硬件与服务部门相关的资产，彻底否定了前任鲍尔默离任之前的这笔交易。</p>\n<p> 纳德拉刚刚笑容满面地发布了自己的新书《拥抱变革》(Hit Refresh，我觉得翻译成F5也是挺贴切的)，志得意满地讲述自己是如何在短短三年之间带领巨头微软实现转型，重塑企业文化的。面临这样的巨额亏损，纳德拉还笑得出来吗？</p>\n<p> <strong>当然，因为微软<a href=\"https://laohu8.com/S/MSFT\"><a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a></a>的业绩依然稳健增长，纳德拉最为看重的云服务当季营收增长15%。</strong>出现巨额亏损并不是因为像乐视那样出现业务雪崩(乐视网（300104）去年第四季度巨亏100亿人民币，或许也是国内上市公司之最了)，而是因为一笔高达138亿美元的一次性税务支出，而且这笔钱微软是喜笑颜开地缴纳。如果没有这笔支出，当季微软实现盈利75亿美元，同比增长20%。而高通当季净亏损也是因为一笔60亿美元的税务支出。</p>\n<p> 好了，不卖关子。根据美国总统特朗普在去年年底通过的税务改革，美国公司只要支付15.5%的税金，就可以把囤积在海外的巨额现金转移回美国，非流动资产的税率为8%。由于此前的汇回税率高达35%，业务遍及全球的跨国科技巨头们也不想做冤大头，导致海外的现金越积越多。</p>\n<p> <strong>这些跨国巨头的海外现金到底有多庞大？</strong>还没公布财报的苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>，去年第三季度末拥有接近2500亿美元的海外现金，占其总现金头寸的96%；微软在海外拥有1385亿美元现金，占其总现金头寸的95%。其他科技巨头之中，谷歌在海外拥有605亿美元现金，思科675亿美元，甲骨文583亿美元，高通294亿美元，英特尔100亿美元。</p>\n<p> 虽然科技公司在2016年总统大选中坚定地站在民主党和希拉里一侧，部分科技大佬甚至与特朗普大打口水战，但真当税改惠及自身利益的时候，他们在第一时间作出了最有利的决定——响应共和党政府号召，全然不顾此前盟友民主党的坚决反对，光荣履行企业的纳税义务，一次性交几十甚至几百亿美元的税金，把几百亿甚至几千亿美元的海外现金转移回美国本土。这动作，比香港记者都快。</p>\n<p> <strong>嘴上说不要，身体很诚实。</strong>苹果早已宣布计划支付380亿美元的天价税金，把高达2500亿美元的海外现金转移回美国。如果不出意外的话，即将公布的苹果和谷歌财报也会挂起前所未见的大红灯笼，希望只看标题的读者不要对巨额亏损感到意外。</p>\n<p> 值得一提的是，苹果除了汇回海外资金之外，还计划在未来五年在美国本土投资300亿美元，创造两万个就业岗位，设置50亿美元基金积极扶持美国供货商，为美国经济带来3500亿美元的贡献。毕竟是全球最成功的科技公司啊，出手不是一般的豪迈。苹果即将公布去年第四季度财报(苹果2018财年第一财季)，当季营收有望超过此前840亿美元的预期，创下自己的又一个营收新高。</p>\n<p><img id=\"3443665048d79a946e563a039a1fb207\" style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"http://e.thsi.cn/img/e6917027b99de6de\" /></p>\n<p> <strong>Twitter治国的总统特朗普发有三好(第四声)：邀功、嘴仗、喊口号。</strong>就在苹果宣布纳税汇回海外资金、投资美国本土之后，特朗普志得意满地随即在Twitter转发相关新闻，“我说过，我的政策会让苹果这样的公司把巨额资金带回美国。很高兴看到苹果在减税成果下积极跟进。这是美国工人和美利坚的巨大胜利！”</p>\n<p> 在这篇新闻报道中，库克张开双手，目光睿智，带有一丝自信的微笑。在被特朗普转发之后，显得尤其主旋律。因为特朗普执意驱逐非法移民的问题，身处深蓝色加州的硅谷科技公司纷纷直接或间接批评共和党政府，没想到现在却成了特朗普的政绩工程背景。这大概是库克最不想看到的自己形象。</p>\n<p> <strong>据高盛预计，美国公司在海外的资金高达3.1万亿美元。</strong>如果这些公司把握住税改时机，把海外资金汇回美国本土的话，将给美国政府带来至少2300亿美元的税收(现金和非流动资产的税率不同)。虽然奥巴马是科技公司的坚定盟友，但他们之间的良好关系显然不足以推动科技公司去缴纳高额税金，解决海外资金问题。</p>\n<p> 话题再说回来，科技公司把海外巨额资金汇回美国怎么用呢？最直接的几条途径包括：大举投资、巨额收购、回购股票、发放股息。苹果此前宣布汇款回国的时候，就同时宣布了在美国本土进行投资和创造就业的计划。在收购方面一直吝啬的苹果，在真正手握两千多亿美元现金的时候，是否会真正进行一次有战略意义的重大收购？</p>\n<p> 另一方面，这也会直接影响到他们在美国本土发债融资的意愿。由于大多数现金都在海外，这些土豪之前在美国用钱的时候，也会需要发行债券，大地主家也没有余粮。举例来说，微软为了收购Linkedin就发行了197.5亿美元的债券，苹果也在2017年发债融资了70亿美元。</p>\n<p> 巨额亏损通常是上市公司最不愿看到的一幕，但这一次，美国跨国公司却是笑着纳税，喜迎巨亏。他们最反感的特朗普和共和党政府，却给他们带来了最实际的收益和最直接的动力，促使他们在美国本土进行投资和创造就业。</p>\n<p> 不过，我猜他们是不会感谢(共和)党和(特朗普)政府的，因为这不政治正确。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美科技巨头喜迎巨额亏损：嘴上说不要，身体很诚实</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美科技巨头喜迎巨额亏损：嘴上说不要，身体很诚实\n</h2>\n\n<h4 class=\"meta\">\n\n2018-02-01 13:48 北京时间 <strong>新浪科技</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普(左)库克(右) \n 又到了美股财报季，美国科技巨头们纷纷发布去年第四季度的财报。岁末是每年的的购物旺季，也是科技巨头每年赚得最盆丰钵满的季节。以消费电子巨头苹果为例，第四季度的营收通常都比第二季度(年度淡季)高出80%以上。\n 然而，今年这个财报季的情况却略微有所不同。不出意外的话，科技巨头们会纷纷喜迎巨额亏损。请注意，喜迎并没有反义的双引号，因为这些跨国巨头们是心甘情愿、甘之如饴地...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e45363969c7f3c91fa3cec2d71facda4?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"25036","content_text":"特朗普(左)库克(右) \n 又到了美股财报季，美国科技巨头们纷纷发布去年第四季度的财报。岁末是每年的的购物旺季，也是科技巨头每年赚得最盆丰钵满的季节。以消费电子巨头苹果为例，第四季度的营收通常都比第二季度(年度淡季)高出80%以上。\n 然而，今年这个财报季的情况却略微有所不同。不出意外的话，科技巨头们会纷纷喜迎巨额亏损。请注意，喜迎并没有反义的双引号，因为这些跨国巨头们是心甘情愿、甘之如饴地公布动辄数十亿美元的天价亏损。\n 先来看看今日公布业绩的微软和高通财报。微软$(MSFT)$当季实现营收289.18亿美元，同比增长12%；高通$(QCOM)$当季实现营收61%，同比增长1%。但盈利却是另一番景象，微软当季净亏损63.02亿美元，上年同期净利润62.67亿美元；高通当季净亏损60亿美元，上年同期净利润7亿美元。\n 这是怎么回事？要知道上一次微软巨亏几十亿美元，还是在2015年。那主要是因为当时的新任CEO纳德拉痛下狠心，冲销了总计75亿美元与诺基亚硬件与服务部门相关的资产，彻底否定了前任鲍尔默离任之前的这笔交易。\n 纳德拉刚刚笑容满面地发布了自己的新书《拥抱变革》(Hit Refresh，我觉得翻译成F5也是挺贴切的)，志得意满地讲述自己是如何在短短三年之间带领巨头微软实现转型，重塑企业文化的。面临这样的巨额亏损，纳德拉还笑得出来吗？\n 当然，因为微软$(MSFT)$的业绩依然稳健增长，纳德拉最为看重的云服务当季营收增长15%。出现巨额亏损并不是因为像乐视那样出现业务雪崩(乐视网（300104）去年第四季度巨亏100亿人民币，或许也是国内上市公司之最了)，而是因为一笔高达138亿美元的一次性税务支出，而且这笔钱微软是喜笑颜开地缴纳。如果没有这笔支出，当季微软实现盈利75亿美元，同比增长20%。而高通当季净亏损也是因为一笔60亿美元的税务支出。\n 好了，不卖关子。根据美国总统特朗普在去年年底通过的税务改革，美国公司只要支付15.5%的税金，就可以把囤积在海外的巨额现金转移回美国，非流动资产的税率为8%。由于此前的汇回税率高达35%，业务遍及全球的跨国科技巨头们也不想做冤大头，导致海外的现金越积越多。\n 这些跨国巨头的海外现金到底有多庞大？还没公布财报的苹果$(AAPL)$，去年第三季度末拥有接近2500亿美元的海外现金，占其总现金头寸的96%；微软在海外拥有1385亿美元现金，占其总现金头寸的95%。其他科技巨头之中，谷歌在海外拥有605亿美元现金，思科675亿美元，甲骨文583亿美元，高通294亿美元，英特尔100亿美元。\n 虽然科技公司在2016年总统大选中坚定地站在民主党和希拉里一侧，部分科技大佬甚至与特朗普大打口水战，但真当税改惠及自身利益的时候，他们在第一时间作出了最有利的决定——响应共和党政府号召，全然不顾此前盟友民主党的坚决反对，光荣履行企业的纳税义务，一次性交几十甚至几百亿美元的税金，把几百亿甚至几千亿美元的海外现金转移回美国本土。这动作，比香港记者都快。\n 嘴上说不要，身体很诚实。苹果早已宣布计划支付380亿美元的天价税金，把高达2500亿美元的海外现金转移回美国。如果不出意外的话，即将公布的苹果和谷歌财报也会挂起前所未见的大红灯笼，希望只看标题的读者不要对巨额亏损感到意外。\n 值得一提的是，苹果除了汇回海外资金之外，还计划在未来五年在美国本土投资300亿美元，创造两万个就业岗位，设置50亿美元基金积极扶持美国供货商，为美国经济带来3500亿美元的贡献。毕竟是全球最成功的科技公司啊，出手不是一般的豪迈。苹果即将公布去年第四季度财报(苹果2018财年第一财季)，当季营收有望超过此前840亿美元的预期，创下自己的又一个营收新高。\n\n Twitter治国的总统特朗普发有三好(第四声)：邀功、嘴仗、喊口号。就在苹果宣布纳税汇回海外资金、投资美国本土之后，特朗普志得意满地随即在Twitter转发相关新闻，“我说过，我的政策会让苹果这样的公司把巨额资金带回美国。很高兴看到苹果在减税成果下积极跟进。这是美国工人和美利坚的巨大胜利！”\n 在这篇新闻报道中，库克张开双手，目光睿智，带有一丝自信的微笑。在被特朗普转发之后，显得尤其主旋律。因为特朗普执意驱逐非法移民的问题，身处深蓝色加州的硅谷科技公司纷纷直接或间接批评共和党政府，没想到现在却成了特朗普的政绩工程背景。这大概是库克最不想看到的自己形象。\n 据高盛预计，美国公司在海外的资金高达3.1万亿美元。如果这些公司把握住税改时机，把海外资金汇回美国本土的话，将给美国政府带来至少2300亿美元的税收(现金和非流动资产的税率不同)。虽然奥巴马是科技公司的坚定盟友，但他们之间的良好关系显然不足以推动科技公司去缴纳高额税金，解决海外资金问题。\n 话题再说回来，科技公司把海外巨额资金汇回美国怎么用呢？最直接的几条途径包括：大举投资、巨额收购、回购股票、发放股息。苹果此前宣布汇款回国的时候，就同时宣布了在美国本土进行投资和创造就业的计划。在收购方面一直吝啬的苹果，在真正手握两千多亿美元现金的时候，是否会真正进行一次有战略意义的重大收购？\n 另一方面，这也会直接影响到他们在美国本土发债融资的意愿。由于大多数现金都在海外，这些土豪之前在美国用钱的时候，也会需要发行债券，大地主家也没有余粮。举例来说，微软为了收购Linkedin就发行了197.5亿美元的债券，苹果也在2017年发债融资了70亿美元。\n 巨额亏损通常是上市公司最不愿看到的一幕，但这一次，美国跨国公司却是笑着纳税，喜迎巨亏。他们最反感的特朗普和共和党政府，却给他们带来了最实际的收益和最直接的动力，促使他们在美国本土进行投资和创造就业。\n 不过，我猜他们是不会感谢(共和)党和(特朗普)政府的，因为这不政治正确。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":157524,"gmtCreate":1518013973102,"gmtModify":1704889060252,"author":{"id":"3446500524293855","authorId":"3446500524293855","name":"一直在旅行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Lumentum Holdings Inc.(LITE)$有四十进场的哨友吗？","listText":"$Lumentum Holdings Inc.(LITE)$有四十进场的哨友吗？","text":"$Lumentum Holdings Inc.(LITE)$有四十进场的哨友吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":42,"repostSize":0,"link":"https://laohu8.com/post/157524","isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473887129456821","authorId":"3473887129456821","name":"清河","avatar":"https://static.tigerbbs.com/ce3d079f0f41e6a7d7b64dd5274c7708","crmLevel":1,"crmLevelSwitch":0},"content":"41进的，昨天出了😂","text":"41进的，昨天出了😂","html":"41进的，昨天出了😂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156790,"gmtCreate":1517922381961,"gmtModify":1704888965587,"author":{"id":"3446500524293855","authorId":"3446500524293855","name":"一直在旅行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Lumentum Holdings Inc.(LITE)$意不意外，惊不惊喜？哈哈，多看少动吧，有信心的话，跌了就加仓降低成本。没信心就减仓。","listText":"$Lumentum Holdings 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•̀_•́)ง","images":[{"img":"https://static.laohu8.com/440baf8959e345510b64e83043d9606b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/156820","isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469617683136482","authorId":"3469617683136482","name":"cool3d","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"我们的等待是对的，好消息","text":"我们的等待是对的，好消息","html":"我们的等待是对的，好消息"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":165914,"gmtCreate":1520861820105,"gmtModify":1704890134664,"author":{"id":"3446500524293855","authorId":"3446500524293855","name":"一直在旅行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Lumentum Holdings Inc.(LITE)$Lumentum宣布18亿现金收购明睛光通信，后者上涨近25%。","listText":"$Lumentum Holdings 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