梁小同学的个人主页 - 老虎社区

梁小同学

梁小同学

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IP属地：浙江

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2023-08-21

韭菜都给割光了！

财政部：1-7月证券交易印花税1280亿元，同比下降30.7%

2023-07-18

$纳指100ETF(QQQ)$ 空

2023-07-13

$纳指100ETF(QQQ)$ 前十大权重股市盈率都太高了

2023-02-15

老巴也开始做短线吗？

伯克希尔四季度增持苹果，减持银行股、台积电、动视暴雪

2023-02-09

108的时候没有下手，现在下手真的会有点抖！[笑哭]

世纪抄底英伟达

2022-12-16

无穷无尽的割韭菜！

法拉第未来盘前跌23%，此前表示须筹集1.5亿至1.7亿美元资金

2022-06-25

$纳指三倍做多ETF(TQQQ)$21.32会是tqqq的底了吗？

2022-06-20

炒股大师哈！

套现超7亿港元！腾讯近乎“清仓式减持”新东方在线

2022-03-14

$老虎证券(TIGR)$会不会破2元？[笑哭]

2022-02-25

$金茂服务(00816)$好奇问下，现在港股还有人打新的吗？

2022-02-02

东哥看来是看明白了！

盘前 | 刘强东捐23亿美元股票！FF预订数据虚假

2022-01-21

$老虎证券(TIGR)$这一波能起来吗？能到多少？

2022-01-20

$9618.SPO(9618.SPO)$这个分的是什么？京东？

2022-01-04

$苹果(AAPL)$靠苹果，我战胜99%的虎友！[笑哭] [笑哭] [笑哭]

2021-12-13

$苹果(AAPL)$会到200吗？

2021-11-22

$台积电(TSM)$这家伙接近125，又要开跌了[笑哭] [笑哭] [笑哭]

2021-11-01

$微创机器人-Ｂ(02252)$感谢不中！🙏

2021-09-18

$台积电(TSM)$我保证，下次到125，我绝对清了你！

2021-09-16

中金反着买，别墅靠大海！

中金：首予京东健康(06618)“跑赢行业”评级目标价102.4港元

2021-09-08

$台积电(TSM)$这是又要往107去吗？

去老虎APP查看更多动态

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justify;\">1-7月累计，全国一般公共预算收入139334亿元，同比增长11.5%。其中，税收收入117531亿元，同比增长14.5%；非税收入21803亿元，同比下降2.3%。分中央和地方看，中央一般公共预算收入63849亿元，同比增长11.2%；地方一般公共预算本级收入75485亿元，同比增长11.8%。财政收入增长，除经济持续恢复、总体回升向好带动外，主要是去年4月份开始实施大规模增值税留抵退税政策、集中退税较多，拉低基数。 </p><p>主要税收收入项目情况如下： </p><p>1.国内增值税43578亿元，同比增长84.2%，主要是去年同期留抵退税较多，基数较低。 </p><p>2.国内消费税9480亿元，同比下降10.6%。 </p><p>3.企业所得税32453亿元，同比下降7.4%。 </p><p>4.个人所得税9027亿元，同比下降0.6%。 </p><p>5.进口货物增值税、消费税10775亿元，同比下降8.9%。关税1462亿元，同比下降13.2%。 </p><p>6.出口退税11193亿元，同比下降8.6%。 </p><p>7.城市维护建设税3222亿元，同比增长4.4%。 </p><p>8.车辆购置税1549亿元，同比下降0.3%。 </p><p>9.印花税2679亿元，同比下降8.3%。其中，证券交易印花税1280亿元，同比下降30.7%。 </p><p>10.资源税1920亿元，同比下降13.6%。 </p><p>11.土地和房地产相关税收中，契税3555亿元，同比增长4.2%；房产税2394亿元，同比增长6.5%；土地增值税3651亿元，同比下降16.4%；耕地占用税720亿元，同比下降20.3%；城镇土地使用税1405亿元，同比下降4%。 </p><p>12.环境保护税146亿元，同比下降2.9%。 </p><p>13.车船税、船舶吨税、烟叶税等其他各项税收收入合计708亿元，同比增长2.1%。 </p><p>（二）一般公共预算支出情况。 </p><p>1-7月累计，全国一般公共预算支出151623亿元，同比增长3.3%。分中央和地方看，中央一般公共预算本级支出19617亿元，同比增长6.2%；地方一般公共预算支出132006亿元，同比增长2.9%。 </p><p>主要支出科目情况如下： </p><p>1.教育支出22862亿元，同比增长4.7%。 </p><p>2.科学技术支出4976亿元，同比增长0.1%。 </p><p>3.文化旅游体育与传媒支出1891亿元，同比下降1.3%。 </p><p>4.社会保障和就业支出24414亿元，同比增长7.3%。 </p><p>5.卫生健康支出13408亿元，同比增长5.8%。 </p><p>6.节能环保支出2781亿元，同比增长0.1%。 </p><p>7.城乡社区支出10816亿元，同比下降3.5%。 </p><p>8.农林水支出12302亿元，同比增长2.6%。 </p><p>9.交通运输支出6527亿元，同比下降6.8%。 </p><p>10.债务付息支出6723亿元，同比增长4.5%。 </p><p><strong>二、全国政府性基金预算收支情况</strong> </p><p>（一）政府性基金预算收入情况。 </p><p>1-7月累计，全国政府性基金预算收入28596亿元，同比下降14.3%。分中央和地方看，中央政府性基金预算收入2214亿元，同比增长2.6%；地方政府性基金预算本级收入26382亿元，同比下降15.5%，其中,国有土地使用权出让收入22875亿元，同比下降19.1%。 </p><p>（二）政府性基金预算支出情况。 </p><p>1-7月累计，全国政府性基金预算支出49147亿元，同比下降23.3%。分中央和地方看，中央政府性基金预算本级支出896亿元，同比下降67.1%；地方政府性基金预算支出48251亿元，同比下降21.3%，其中，国有土地使用权出让收入相关支出27551亿元，同比下降20.4%。 </p></body></html>","source":"lsy1618996764339","collect":0,"html":"<!DOCTYPE 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{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财政部：1-7月证券交易印花税1280亿元，同比下降30.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-21 16:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gks.mof.gov.cn/tongjishuju/202308/t20230821_3903162.htm><strong>财政部</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月21日，财政部：1-7月印花税2679亿元，同比下降8.3%。其中，证券交易印花税1280亿元，同比下降30.7%。2023年7月财政收支情况 一、全国一般公共预算收支情况（一）一般公共预算收入情况。 1-7月累计，全国一般公共预算收入139334亿元，同比增长11.5%。其中，税收收入117531亿元，同比增长14.5%；非税收入21803亿元，同比下降2.3%。分中央和地方看，中央一般公共...</p>\n\n<a href=\"http://gks.mof.gov.cn/tongjishuju/202308/t20230821_3903162.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{},"source_url":"http://gks.mof.gov.cn/tongjishuju/202308/t20230821_3903162.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192112520","content_text":"8月21日，财政部：1-7月印花税2679亿元，同比下降8.3%。其中，证券交易印花税1280亿元，同比下降30.7%。2023年7月财政收支情况 一、全国一般公共预算收支情况（一）一般公共预算收入情况。 1-7月累计，全国一般公共预算收入139334亿元，同比增长11.5%。其中，税收收入117531亿元，同比增长14.5%；非税收入21803亿元，同比下降2.3%。分中央和地方看，中央一般公共预算收入63849亿元，同比增长11.2%；地方一般公共预算本级收入75485亿元，同比增长11.8%。财政收入增长，除经济持续恢复、总体回升向好带动外，主要是去年4月份开始实施大规模增值税留抵退税政策、集中退税较多，拉低基数。 主要税收收入项目情况如下： 1.国内增值税43578亿元，同比增长84.2%，主要是去年同期留抵退税较多，基数较低。 2.国内消费税9480亿元，同比下降10.6%。 3.企业所得税32453亿元，同比下降7.4%。 4.个人所得税9027亿元，同比下降0.6%。 5.进口货物增值税、消费税10775亿元，同比下降8.9%。关税1462亿元，同比下降13.2%。 6.出口退税11193亿元，同比下降8.6%。 7.城市维护建设税3222亿元，同比增长4.4%。 8.车辆购置税1549亿元，同比下降0.3%。 9.印花税2679亿元，同比下降8.3%。其中，证券交易印花税1280亿元，同比下降30.7%。 10.资源税1920亿元，同比下降13.6%。 11.土地和房地产相关税收中，契税3555亿元，同比增长4.2%；房产税2394亿元，同比增长6.5%；土地增值税3651亿元，同比下降16.4%；耕地占用税720亿元，同比下降20.3%；城镇土地使用税1405亿元，同比下降4%。 12.环境保护税146亿元，同比下降2.9%。 13.车船税、船舶吨税、烟叶税等其他各项税收收入合计708亿元，同比增长2.1%。 （二）一般公共预算支出情况。 1-7月累计，全国一般公共预算支出151623亿元，同比增长3.3%。分中央和地方看，中央一般公共预算本级支出19617亿元，同比增长6.2%；地方一般公共预算支出132006亿元，同比增长2.9%。 主要支出科目情况如下： 1.教育支出22862亿元，同比增长4.7%。 2.科学技术支出4976亿元，同比增长0.1%。 3.文化旅游体育与传媒支出1891亿元，同比下降1.3%。 4.社会保障和就业支出24414亿元，同比增长7.3%。 5.卫生健康支出13408亿元，同比增长5.8%。 6.节能环保支出2781亿元，同比增长0.1%。 7.城乡社区支出10816亿元，同比下降3.5%。 8.农林水支出12302亿元，同比增长2.6%。 9.交通运输支出6527亿元，同比下降6.8%。 10.债务付息支出6723亿元，同比增长4.5%。 二、全国政府性基金预算收支情况 （一）政府性基金预算收入情况。 1-7月累计，全国政府性基金预算收入28596亿元，同比下降14.3%。分中央和地方看，中央政府性基金预算收入2214亿元，同比增长2.6%；地方政府性基金预算本级收入26382亿元，同比下降15.5%，其中,国有土地使用权出让收入22875亿元，同比下降19.1%。 （二）政府性基金预算支出情况。 1-7月累计，全国政府性基金预算支出49147亿元，同比下降23.3%。分中央和地方看，中央政府性基金预算本级支出896亿元，同比下降67.1%；地方政府性基金预算支出48251亿元，同比下降21.3%，其中，国有土地使用权出让收入相关支出27551亿元，同比下降20.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199042549203248,"gmtCreate":1689618198498,"gmtModify":1689618199388,"author":{"id":"3453301488745615","authorId":"3453301488745615","name":"梁小同学","avatar":"https://static.tigerbbs.com/600a000b649a3f9c0dfd2d04a49a2b3c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3453301488745615","idStr":"3453301488745615"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>空","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>空","text":"$纳指100ETF(QQQ)$ 空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199042549203248","isVote":1,"tweetType":1,"viewCount":1553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197639728316536,"gmtCreate":1689263453527,"gmtModify":1689263454820,"author":{"id":"3453301488745615","authorId":"3453301488745615","name":"梁小同学","avatar":"https://static.tigerbbs.com/600a000b649a3f9c0dfd2d04a49a2b3c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3453301488745615","idStr":"3453301488745615"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v> 前十大权重股市盈率都太高了","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v> 前十大权重股市盈率都太高了","text":"$纳指100ETF(QQQ)$ 前十大权重股市盈率都太高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197639728316536","isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625616597,"gmtCreate":1676432385020,"gmtModify":1676432386965,"author":{"id":"3453301488745615","authorId":"3453301488745615","name":"梁小同学","avatar":"https://static.tigerbbs.com/600a000b649a3f9c0dfd2d04a49a2b3c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3453301488745615","idStr":"3453301488745615"},"themes":[],"htmlText":"老巴也开始做短线吗？","listText":"老巴也开始做短线吗？","text":"老巴也开始做短线吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625616597","repostId":"2311779112","repostType":2,"repost":{"id":"2311779112","kind":"highlight","pubTimestamp":1676412868,"share":"https://www.laohu8.com/m/news/2311779112?lang=&edition=full","pubTime":"2023-02-15 06:14","market":"us","language":"zh","title":"伯克希尔四季度增持苹果，减持银行股、台积电、动视暴雪","url":"https://stock-news.laohu8.com/highlight/detail?id=2311779112","media":"华尔街见闻","summary":"四季度末，公司重仓股包括苹果、美国银行、雪佛龙、可口可乐、美国运通。伯克希尔·哈撒韦在四季度减持刚刚在三季度建仓的台积电5176.8万股，减持比例高达86%。伯克希尔还微幅减持雪佛龙，减持比例约为原持仓的1%。","content":"<html><head></head><body><blockquote>四季度末，公司重仓股包括苹果、美国银行、雪佛龙、可口可乐、美国运通。伯克希尔·哈撒韦在四季度减持刚刚在三季度建仓的台积电5176.8万股，减持比例高达86%。伯克希尔还微幅减持雪佛龙，减持比例约为原持仓的1%。</blockquote><p>2月14日周二美股盘后公布的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦13F文件显示，在去年四季度，该公司增持<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，减持<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>，重仓股包括苹果、美国银行、雪佛龙、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>等公司。</p><p>文件显示，四季度，伯克希尔·哈撒韦增持美国建材商路易斯安娜<a href=\"https://laohu8.com/S/601099\">太平洋</a>建筑公司、媒体及娱乐公司派拉蒙全球和苹果三家公司；减持台积电、<a href=\"https://laohu8.com/S/USB\">美国合众银行</a>、<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>、动视暴雪、雪佛龙等公司股票。</p><p>截至四季度末，该公司十大持仓股分别为苹果（期间小幅增持33.4万股）、美国银行、雪佛龙（期间小幅减持238.4万股，减持比例约为原持仓的1%）、可口可乐、美国运通、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、穆迪、动视暴雪（期间减持742.5万股，减持比例约为原持仓的12%）和惠普。</p><p><img src=\"https://static.tigerbbs.com/0b8bc44aea7cd7e59c2a7958b5c1c913\" tg-width=\"1024\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>前十大重仓股占总持仓的比例在四季度末达到88.98%。</p><p>伯克希尔·哈撒韦在四季度减持台积电5176.8万股，减持比例高达86%；减持美国合众银行7111.7万股，减持比例高达91%。</p><p>值得注意的是，三季度，伯克希尔共建仓三只股票，分别是台积电6006万股，<a href=\"https://laohu8.com/S/LPX\">路易斯安那太平洋</a>公司5796万股和金融公司Jefferies 43.4万股，台积电在三季度末更是该公司第十大重仓股，但四季度末大幅抛售后，台积电在其投资组合中仅位列第32，占伯克希尔所有股票持仓的0.21%。</p><p>四季度，伯克希尔没有新建仓股票或清仓股票。</p><p>截至四季度末，伯克希尔持仓股票市值为2990.08亿美元，和三季度末相比，增加了近30亿美元，这是该公司股票持仓市值在连续两个季度下降后首次反弹。</p><p>伯克希尔持有的前二十大重仓股的平均持有时间达到23.55个季度，前十大重仓股的平均持有时间达28.1个季度。</p><p><img src=\"https://static.tigerbbs.com/415909da8b7900b5521b222cc8fbc7b3\" tg-width=\"569\" tg-height=\"656\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>伯克希尔四季度增持苹果，减持银行股、台积电、动视暴雪</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{ 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}\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伯克希尔四季度增持苹果，减持银行股、台积电、动视暴雪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-15 06:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3681932><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>四季度末，公司重仓股包括苹果、美国银行、雪佛龙、可口可乐、美国运通。伯克希尔·哈撒韦在四季度减持刚刚在三季度建仓的台积电5176.8万股，减持比例高达86%。伯克希尔还微幅减持雪佛龙，减持比例约为原持仓的1%。2月14日周二美股盘后公布的伯克希尔·哈撒韦13F文件显示，在去年四季度，该公司增持苹果，减持台积电、动视暴雪和雪佛龙，重仓股包括苹果、美国银行、雪佛龙、可口可乐、美国运通等公司。文件显示，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3681932\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd22863dc66eb8697bf030744fd99984","relate_stocks":{"LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4524":"宅经济概念","BK4501":"段永平概念","BK4527":"明星科技股","BK4577":"网络游戏","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) 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(USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","BK4176":"多领域控股","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4515":"5G概念","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4553":"喜马拉雅资本持仓","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4507":"流媒体概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","BK4576":"AR","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4566":"资本集团"},"source_url":"https://wallstreetcn.com/articles/3681932","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311779112","content_text":"四季度末，公司重仓股包括苹果、美国银行、雪佛龙、可口可乐、美国运通。伯克希尔·哈撒韦在四季度减持刚刚在三季度建仓的台积电5176.8万股，减持比例高达86%。伯克希尔还微幅减持雪佛龙，减持比例约为原持仓的1%。2月14日周二美股盘后公布的伯克希尔·哈撒韦13F文件显示，在去年四季度，该公司增持苹果，减持台积电、动视暴雪和雪佛龙，重仓股包括苹果、美国银行、雪佛龙、可口可乐、美国运通等公司。文件显示，四季度，伯克希尔·哈撒韦增持美国建材商路易斯安娜太平洋建筑公司、媒体及娱乐公司派拉蒙全球和苹果三家公司；减持台积电、美国合众银行、纽约梅隆银行、动视暴雪、雪佛龙等公司股票。截至四季度末，该公司十大持仓股分别为苹果（期间小幅增持33.4万股）、美国银行、雪佛龙（期间小幅减持238.4万股，减持比例约为原持仓的1%）、可口可乐、美国运通、卡夫亨氏、西方石油、穆迪、动视暴雪（期间减持742.5万股，减持比例约为原持仓的12%）和惠普。前十大重仓股占总持仓的比例在四季度末达到88.98%。伯克希尔·哈撒韦在四季度减持台积电5176.8万股，减持比例高达86%；减持美国合众银行7111.7万股，减持比例高达91%。值得注意的是，三季度，伯克希尔共建仓三只股票，分别是台积电6006万股，路易斯安那太平洋公司5796万股和金融公司Jefferies 43.4万股，台积电在三季度末更是该公司第十大重仓股，但四季度末大幅抛售后，台积电在其投资组合中仅位列第32，占伯克希尔所有股票持仓的0.21%。四季度，伯克希尔没有新建仓股票或清仓股票。截至四季度末，伯克希尔持仓股票市值为2990.08亿美元，和三季度末相比，增加了近30亿美元，这是该公司股票持仓市值在连续两个季度下降后首次反弹。伯克希尔持有的前二十大重仓股的平均持有时间达到23.55个季度，前十大重仓股的平均持有时间达28.1个季度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625085105,"gmtCreate":1675945846907,"gmtModify":1675945851226,"author":{"id":"3453301488745615","authorId":"3453301488745615","name":"梁小同学","avatar":"https://static.tigerbbs.com/600a000b649a3f9c0dfd2d04a49a2b3c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3453301488745615","idStr":"3453301488745615"},"themes":[],"htmlText":"108的时候没有下手，现在下手真的会有点抖！[笑哭]&nbsp;","listText":"108的时候没有下手，现在下手真的会有点抖！[笑哭]&nbsp;","text":"108的时候没有下手，现在下手真的会有点抖！[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625085105","repostId":"2310684980","repostType":2,"repost":{"id":"2310684980","kind":"highlight","pubTimestamp":1675941606,"share":"https://www.laohu8.com/m/news/2310684980?lang=&edition=full","pubTime":"2023-02-09 19:20","market":"hk","language":"zh","title":"世纪抄底英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2310684980","media":"格隆汇","summary":"卖铲人逻辑","content":"<html><body><p><span>chatGPT爆火，每个人都在问，谁是真正的概念股？</span></p><p><span>不管答案如何，资本市场是已经一轮又一轮爆炒，相关板块、概念股都在大幅上涨。</span></p><p><span>但是，如果只是纯粹蹭概念的炒作，那很多所谓的概念股最后还是会一地鸡毛，这样的事情在股市上已经出现过无数次，这次也一定不会例外，今天就出现了chatGPT概念降温的迹象。</span></p><p><span>从大方向上看，chatGPT以及所代表的人工智能产业，拥有广阔的增长空间，投资价值毋庸置疑，但只有找到真正经得考验的概念股，才能收获更长更大的投资价值。</span></p><p><span>其中，人工智能芯片是绕不开的一个细分领域，而在这个细分领域里，绕不开的一家公司，是</span><span><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a></strong></span><span>。</span></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">01</font></h3><h3><font color=\"#3daad6\">AI，比的就是算力</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><span>很多使用chatGPT的用户，都会遇到一个麻烦事，东西好用没错，但宕机、卡顿又如影随形，体验效果大打折扣。</span></p><p><span>究其原因，就是</span><span><strong>算力不够</strong></span><span>。</span></p><p><span>可能open AI也没有料到，chatGPT会火到这种程度，能够打败<a href=\"https://laohu8.com/S/DYIN\">抖音</a>，拿下新的最快月活人数破亿的记录。现在，每天涌入chatGPT的人数还在暴增，解决算力问题成了迫在眉睫的任务。</span></p><p><span>解铃还须系铃人。芯片是数据处理核心中的核心，负责了整个系统的算力任务，增加算力，就得加大芯片的投入，换句话说，</span><span><strong>就是用更多、算力更强的人工智能芯片。</strong></span></p><p><span>不单单是open AI，所有涉及到聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>的公司，增加算力都是绕不开的一道坎，这也就意味着，人工智能芯片的需求将会持续迎来井喷。</span></p><p><span>统计数据显示，整个人工智能行业，2022年的需求规模约为3874.5亿美元，预计会以20%的复合年增长率快速增长，到2029年，需求规模将达到1.39万亿美元。</span></p><p><span>对于芯片行业而言，这是新的蓝海，特别是在当下传统的PC、智能手机需求量下滑的大背景下，人工智能芯片无疑是救命稻草一样的增量市场。更重要的是，按照人工智能的应用领域，不难预测，人工智能芯片的市场规模要远超PC和智能手机。</span></p><p><span>需求没问题，供应端又是什么情况?</span></p><p><span>目前，已经在AI芯片领域推出产品的公司，比较重要的厂家有英伟达、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、AMD、<a href=\"https://laohu8.com/S/QCOM\">高通</a>，其中英伟达是实力最为强大的一位，市占率高达70%，是真正意义上的遥遥领先。</span></p><p><span>以ChatGPT为例，要想实现类似的人工智能，意味着大量的深度学习和机器训练，像175B参数模型，需要使用foat8这样精度的参数，那就需要大量英伟达的V100(32GB)、A100和H100（80G）。</span></p><p><span>目前，英伟达的A100、H100 GPU产品被<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS、<a href=\"https://laohu8.com/S/MSFT\">微软</a>Azure、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>等各大公司采用。IDC的统计资料显示，在国内的GPU服务器领域，英伟达的市占率高达95%，几乎所有的云服务提供商和超算都采用英伟达的芯片来支持AI计算，BATH都深度依赖英伟达，由于没有同性能的替代品，在早前中美芯片事件中，一度引发市场对于大厂的云计算业务的担忧。</span></p><p><span>从营收结构上看，英伟达人工智能方向的数据中心业务占比已经超过60%，是其第一大业务，也是公司最重要的增长引擎，仍然处于高增长阶段，2022年Q3的增长率达到31%。</span></p><p><span>在C端，熟悉自动驾驶技术的投资者，应该都知道英伟达的orin平台，这个平台已经成为自动驾驶技术的标配，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>早期的自动驾驶也是采用英伟达的芯片，直到最后决定自研。而其他的厂商，大多没有自研的能力，加上英伟达在计算机视觉方面的积累，以及超强的算力（256 TOPS），采用英伟达的芯片就成了必选项。</span></p><p><span>去年，英伟达推出了新的算力更强的Thor平台，算力直接干到了2000 TOPS，全球只此一家，领先像mobileye这样的竞争对手。</span></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">02</font></h3><h3><font color=\"#3daad6\">深耕人工智能</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><span>很多人对于英伟达的认识，可能还停留在游戏显卡阶段，很难和人工智能拉上关系。</span></p><p><span>的确，这家由美籍华人，曾经供职于AMD的黄仁勋于1993年创立的公司，起家就是做电脑游戏显卡。如果单看年资，和像英特尔、AMD、<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>这样的老牌的芯片厂，英伟达稍显稚嫩。</span></p><p><span>在成立后相当长的时间内，英伟达只是在电脑游戏显卡领域默默耕耘。直到1999年，它推出了一个新概念--</span><span><strong>GPU</strong></span><span>，字面理解是图形处理单元，和传统的CPU（中央处理器）形成平行计算，可以理解为将计算机图形处理从CPU中独立出来，从而获得更好的图形效果和视觉体验。</span></p><p><span>这个概念极大地推动了电脑游戏市场的发展，用户也能够获得更加逼真和刺激的游戏视觉体验，从此奠定了英伟达在计算机视觉和图形处理的霸主地位。</span></p><p><span>2016年4月5日，英伟达推出新的GPU芯片Tesla P100，从名字上就可以看出，这是专为Tesla自动驾驶而推出的芯片，与当年特斯拉大举投入自动驾驶相吻合，芯片内置150亿个晶体管，用于深度学习，是当时处理能力最强的人工智能芯片。</span></p><p><span>这个极具标志性的事件，被认为是英伟达大举进军人工智能芯片的里程碑，它成功将GPU概念，从图形处理领域推向新的更有前景的领域--</span><span><strong>深度学习</strong></span><span>。对人工智能熟悉的朋友都知道，深度学习AI非常重要的组成部分，指的是机器学习样本数据的内在规律和表示层次，最终能像人一样识别文字、图像和声音等数据，具有像人一样的分析能力。深度学习是非常复杂的机器学习算法，是搜索、数据挖掘、语言处理、推荐和个性化技术以及其他相关领域的关键技术，英伟达在图形处理方面的经验和积累使得它有能力介入这个领域。</span></p><p><span>随后，人工智能的快速发展，英伟达不断推出人工智能的产品，也不断将大厂变成自己的客户。</span></p><p><span>2017年5月11日，GTC 2017大会，英伟达发布Tesla V100，采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>12nm工艺制程，增加与深度学习高度相关的Tensor单元，在815平方毫米面积的硅片上集成了210亿个晶体管，5210个CUDA核心，其单精度浮点运算性能达到15 TFLOP/s，双精度浮点运算性能达到7.5 TFLOP/s；</span></p><p><span>2017年7月5日，喊出all in AI的<a href=\"https://laohu8.com/S/BIDU\">百度</a>AI宣布与英伟达建立“全面深度的合作关系”；</span></p><p><span>2019年10月23日，英伟达携手<a href=\"https://laohu8.com/S/RHT\">红帽</a>、微软和<a href=\"https://laohu8.com/S/ERIC\">爱立信</a>合作开发5G产品；</span></p><p><span>2020年2月5日，英伟达正式推出云游戏服务GeForce；</span></p><p><span>2021年4月13日，英伟达正式宣布其首款数据中心处理器（CPU），运行速度将比现有芯片快10倍，新款芯片名为Grace，基于Arm架构，面向超大型AI模型和高性能计算。</span></p><p><span>目前，采用英伟达芯片的AI公司已经有</span><span><strong>3000家</strong></span><span>，而随着人工智能市场的爆发，英伟达的增长前景依然很广阔。</span></p><p><span>半导体有个不成文的规律，每一个细分领域，基本都是一家或者少数几家垄断的局面，第一和第二之间有着非常大的差距，PC是英特尔和AMD，智能手机是高通，代工是台积电。而在人工智能领域，毫无疑问是英伟达，不管是市占率、客户群体，还是产品性能，都还没有哪家竞争对手能够撼动他的地位。</span></p><p><span>从市值上看，英伟达超过</span><span><strong>5000亿美元</strong></span><span>，远超英特尔、AMD、高通，也超过大名鼎鼎的台积电。</span></p><p><img src=\"https://img3.gelonghui.com/5aa28-dad3e167-baa4-4a61-b54d-94c77ba4a028.png\"/></p><p><span>从盈利能力上看，英伟达同样处于领先地位。</span></p><p><img src=\"https://img3.gelonghui.com/f84ec-a0b316ba-3139-4cf9-8370-0092697aad3f.png\"/></p><p><span>在增长前景上，除了数据中心外，自动驾驶也是很值得关注的领域，这是另一个市场规模有望达到万亿级别的赛道。英伟达2021年汽车业务的营收只有5.36亿美元，占总营收的比例在2%，主要原因是自动驾驶的商业化还处于比较早期的阶段，虽然短期内爆发的可能性还不高，因为技术、法律法规方面也有待突破，但作为深坑这个领域，并且积累了大量技术和用户资源的公司，不管什么时候商业化推进，英伟达都是最有机会也最有能力获得这个市场的公司。</span></p><p><span>估值上，英伟达的动态PE为94倍，略显高位，不过考虑到人工智能庞大的增长前景，以及公司在该领域绝对的领先地位，再加上2022年美股市场流动性剧烈收缩导致大跌、半导体行业处于周期下行，公司业绩下滑明显，股价最大回撤近7成，高估值并不能完全代表公司的真实情况。</span></p><p><span>随着流动性收缩行至尾声，美股触底转向趋势已经确立，同时半导体行业去库存的推进，逐步进入周期触底反弹阶段，英伟达在2022年低基数下，大概率将重新进入高增长阶段，投资价值会越加明显。</span></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">03</font></h3><h3><font color=\"#3daad6\">抄不抄？</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><span>从英伟达的股价走势上看，2022年10月一度去到108美元的低位，其后强势反弹，目前已经成功翻倍，去到222美元的位置，尤其是最近两个月，美国通胀数据下降，加息进入收尾阶段，美国科技股普遍上涨，英伟达的涨幅达到56%。</span></p><p><img src=\"https://img3.gelonghui.com/0e5d6-72e752aa-ca88-4c10-b85f-cbc021613553.png\"/></p><p><span>如果说绝对的抄底良机，应该是去年10月那一次。但即便股价已经上涨很多，相比2021年高位，跌幅仍然有35%。</span></p><p><span>如果拉长时间往后看，英伟达的业绩增长确定性、增长速度，都是半导体公司中比较优秀的，基本面、产品力、技术能力、市占率等重要的经营指标，都是业界最优秀的。</span></p><p><span>毫无疑问，英伟达将上期受益人工智能行业的发展。</span></p><p><span>从需求上看，不管是B端的云计算、大数据，还是C端的chatGPT、自动驾驶，不管出现什么样的人工智能技术、新的人工智能应用，也不管是什么人工智能公司，都需要用到英伟达的人工智能芯片。</span></p><p><span>从投资逻辑上看，英伟达扮演的是“卖铲”人的角色，这个角色代表的是巨大的投资价值。</span></p><p><span>所以，纠结现在的价位高不高，只是短期视野，如果用长期视野看，现在的英伟达依然处于底部，抄底价值依然存在。</span><span>（全</span><span>文</span><span>完）</span></p></body></html>","source":"gelonghui_highlight","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>世纪抄底英伟达</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{ 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.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世纪抄底英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-09 19:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/578594><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>chatGPT爆火，每个人都在问，谁是真正的概念股？不管答案如何，资本市场是已经一轮又一轮爆炒，相关板块、概念股都在大幅上涨。但是，如果只是纯粹蹭概念的炒作，那很多所谓的概念股最后还是会一地鸡毛，这样的事情在股市上已经出现过无数次，这次也一定不会例外，今天就出现了chatGPT概念降温的迹象。从大方向上看，chatGPT以及所代表的人工智能产业，拥有广阔的增长空间，投资价值毋庸置疑，但只有找到真正...</p>\n\n<a href=\"https://www.gelonghui.com/p/578594\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/0c7fc-68651ecb-2915-4e68-9fdf-9c36bd5a75fc.png","relate_stocks":{"LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4587":"ChatGPT概念","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4543":"AI","BK4527":"明星科技股","SG9999002232.USD":"Allianz Global High 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Acc"},"source_url":"https://www.gelonghui.com/p/578594","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2310684980","content_text":"chatGPT爆火，每个人都在问，谁是真正的概念股？不管答案如何，资本市场是已经一轮又一轮爆炒，相关板块、概念股都在大幅上涨。但是，如果只是纯粹蹭概念的炒作，那很多所谓的概念股最后还是会一地鸡毛，这样的事情在股市上已经出现过无数次，这次也一定不会例外，今天就出现了chatGPT概念降温的迹象。从大方向上看，chatGPT以及所代表的人工智能产业，拥有广阔的增长空间，投资价值毋庸置疑，但只有找到真正经得考验的概念股，才能收获更长更大的投资价值。其中，人工智能芯片是绕不开的一个细分领域，而在这个细分领域里，绕不开的一家公司，是英伟达。01AI，比的就是算力很多使用chatGPT的用户，都会遇到一个麻烦事，东西好用没错，但宕机、卡顿又如影随形，体验效果大打折扣。究其原因，就是算力不够。可能open AI也没有料到，chatGPT会火到这种程度，能够打败抖音，拿下新的最快月活人数破亿的记录。现在，每天涌入chatGPT的人数还在暴增，解决算力问题成了迫在眉睫的任务。解铃还须系铃人。芯片是数据处理核心中的核心，负责了整个系统的算力任务，增加算力，就得加大芯片的投入，换句话说，就是用更多、算力更强的人工智能芯片。不单单是open AI，所有涉及到聊天机器人的公司，增加算力都是绕不开的一道坎，这也就意味着，人工智能芯片的需求将会持续迎来井喷。统计数据显示，整个人工智能行业，2022年的需求规模约为3874.5亿美元，预计会以20%的复合年增长率快速增长，到2029年，需求规模将达到1.39万亿美元。对于芯片行业而言，这是新的蓝海，特别是在当下传统的PC、智能手机需求量下滑的大背景下，人工智能芯片无疑是救命稻草一样的增量市场。更重要的是，按照人工智能的应用领域，不难预测，人工智能芯片的市场规模要远超PC和智能手机。需求没问题，供应端又是什么情况?目前，已经在AI芯片领域推出产品的公司，比较重要的厂家有英伟达、英特尔、AMD、高通，其中英伟达是实力最为强大的一位，市占率高达70%，是真正意义上的遥遥领先。以ChatGPT为例，要想实现类似的人工智能，意味着大量的深度学习和机器训练，像175B参数模型，需要使用foat8这样精度的参数，那就需要大量英伟达的V100(32GB)、A100和H100（80G）。目前，英伟达的A100、H100 GPU产品被亚马逊AWS、微软Azure、谷歌云、甲骨文等各大公司采用。IDC的统计资料显示，在国内的GPU服务器领域，英伟达的市占率高达95%，几乎所有的云服务提供商和超算都采用英伟达的芯片来支持AI计算，BATH都深度依赖英伟达，由于没有同性能的替代品，在早前中美芯片事件中，一度引发市场对于大厂的云计算业务的担忧。从营收结构上看，英伟达人工智能方向的数据中心业务占比已经超过60%，是其第一大业务，也是公司最重要的增长引擎，仍然处于高增长阶段，2022年Q3的增长率达到31%。在C端，熟悉自动驾驶技术的投资者，应该都知道英伟达的orin平台，这个平台已经成为自动驾驶技术的标配，特斯拉早期的自动驾驶也是采用英伟达的芯片，直到最后决定自研。而其他的厂商，大多没有自研的能力，加上英伟达在计算机视觉方面的积累，以及超强的算力（256 TOPS），采用英伟达的芯片就成了必选项。去年，英伟达推出了新的算力更强的Thor平台，算力直接干到了2000 TOPS，全球只此一家，领先像mobileye这样的竞争对手。02深耕人工智能很多人对于英伟达的认识，可能还停留在游戏显卡阶段，很难和人工智能拉上关系。的确，这家由美籍华人，曾经供职于AMD的黄仁勋于1993年创立的公司，起家就是做电脑游戏显卡。如果单看年资，和像英特尔、AMD、德州仪器这样的老牌的芯片厂，英伟达稍显稚嫩。在成立后相当长的时间内，英伟达只是在电脑游戏显卡领域默默耕耘。直到1999年，它推出了一个新概念--GPU，字面理解是图形处理单元，和传统的CPU（中央处理器）形成平行计算，可以理解为将计算机图形处理从CPU中独立出来，从而获得更好的图形效果和视觉体验。这个概念极大地推动了电脑游戏市场的发展，用户也能够获得更加逼真和刺激的游戏视觉体验，从此奠定了英伟达在计算机视觉和图形处理的霸主地位。2016年4月5日，英伟达推出新的GPU芯片Tesla P100，从名字上就可以看出，这是专为Tesla自动驾驶而推出的芯片，与当年特斯拉大举投入自动驾驶相吻合，芯片内置150亿个晶体管，用于深度学习，是当时处理能力最强的人工智能芯片。这个极具标志性的事件，被认为是英伟达大举进军人工智能芯片的里程碑，它成功将GPU概念，从图形处理领域推向新的更有前景的领域--深度学习。对人工智能熟悉的朋友都知道，深度学习AI非常重要的组成部分，指的是机器学习样本数据的内在规律和表示层次，最终能像人一样识别文字、图像和声音等数据，具有像人一样的分析能力。深度学习是非常复杂的机器学习算法，是搜索、数据挖掘、语言处理、推荐和个性化技术以及其他相关领域的关键技术，英伟达在图形处理方面的经验和积累使得它有能力介入这个领域。随后，人工智能的快速发展，英伟达不断推出人工智能的产品，也不断将大厂变成自己的客户。2017年5月11日，GTC 2017大会，英伟达发布Tesla V100，采用台积电12nm工艺制程，增加与深度学习高度相关的Tensor单元，在815平方毫米面积的硅片上集成了210亿个晶体管，5210个CUDA核心，其单精度浮点运算性能达到15 TFLOP/s，双精度浮点运算性能达到7.5 TFLOP/s；2017年7月5日，喊出all in AI的百度AI宣布与英伟达建立“全面深度的合作关系”；2019年10月23日，英伟达携手红帽、微软和爱立信合作开发5G产品；2020年2月5日，英伟达正式推出云游戏服务GeForce；2021年4月13日，英伟达正式宣布其首款数据中心处理器（CPU），运行速度将比现有芯片快10倍，新款芯片名为Grace，基于Arm架构，面向超大型AI模型和高性能计算。目前，采用英伟达芯片的AI公司已经有3000家，而随着人工智能市场的爆发，英伟达的增长前景依然很广阔。半导体有个不成文的规律，每一个细分领域，基本都是一家或者少数几家垄断的局面，第一和第二之间有着非常大的差距，PC是英特尔和AMD，智能手机是高通，代工是台积电。而在人工智能领域，毫无疑问是英伟达，不管是市占率、客户群体，还是产品性能，都还没有哪家竞争对手能够撼动他的地位。从市值上看，英伟达超过5000亿美元，远超英特尔、AMD、高通，也超过大名鼎鼎的台积电。从盈利能力上看，英伟达同样处于领先地位。在增长前景上，除了数据中心外，自动驾驶也是很值得关注的领域，这是另一个市场规模有望达到万亿级别的赛道。英伟达2021年汽车业务的营收只有5.36亿美元，占总营收的比例在2%，主要原因是自动驾驶的商业化还处于比较早期的阶段，虽然短期内爆发的可能性还不高，因为技术、法律法规方面也有待突破，但作为深坑这个领域，并且积累了大量技术和用户资源的公司，不管什么时候商业化推进，英伟达都是最有机会也最有能力获得这个市场的公司。估值上，英伟达的动态PE为94倍，略显高位，不过考虑到人工智能庞大的增长前景，以及公司在该领域绝对的领先地位，再加上2022年美股市场流动性剧烈收缩导致大跌、半导体行业处于周期下行，公司业绩下滑明显，股价最大回撤近7成，高估值并不能完全代表公司的真实情况。随着流动性收缩行至尾声，美股触底转向趋势已经确立，同时半导体行业去库存的推进，逐步进入周期触底反弹阶段，英伟达在2022年低基数下，大概率将重新进入高增长阶段，投资价值会越加明显。03抄不抄？从英伟达的股价走势上看，2022年10月一度去到108美元的低位，其后强势反弹，目前已经成功翻倍，去到222美元的位置，尤其是最近两个月，美国通胀数据下降，加息进入收尾阶段，美国科技股普遍上涨，英伟达的涨幅达到56%。如果说绝对的抄底良机，应该是去年10月那一次。但即便股价已经上涨很多，相比2021年高位，跌幅仍然有35%。如果拉长时间往后看，英伟达的业绩增长确定性、增长速度，都是半导体公司中比较优秀的，基本面、产品力、技术能力、市占率等重要的经营指标，都是业界最优秀的。毫无疑问，英伟达将上期受益人工智能行业的发展。从需求上看，不管是B端的云计算、大数据，还是C端的chatGPT、自动驾驶，不管出现什么样的人工智能技术、新的人工智能应用，也不管是什么人工智能公司，都需要用到英伟达的人工智能芯片。从投资逻辑上看，英伟达扮演的是“卖铲”人的角色，这个角色代表的是巨大的投资价值。所以，纠结现在的价位高不高，只是短期视野，如果用长期视野看，现在的英伟达依然处于底部，抄底价值依然存在。（全文完）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623834889,"gmtCreate":1671181983641,"gmtModify":1671181985344,"author":{"id":"3453301488745615","authorId":"3453301488745615","name":"梁小同学","avatar":"https://static.tigerbbs.com/600a000b649a3f9c0dfd2d04a49a2b3c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3453301488745615","idStr":"3453301488745615"},"themes":[],"htmlText":"无穷无尽的割韭菜！","listText":"无穷无尽的割韭菜！","text":"无穷无尽的割韭菜！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623834889","repostId":"1145498916","repostType":2,"repost":{"id":"1145498916","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":1671181518,"share":"https://www.laohu8.com/m/news/1145498916?lang=&edition=full","pubTime":"2022-12-16 17:05","market":"us","language":"zh","title":"法拉第未来盘前跌23%，此前表示须筹集1.5亿至1.7亿美元资金","url":"https://stock-news.laohu8.com/highlight/detail?id=1145498916","media":"老虎资讯综合","summary":"截至11月底，该公司仅有2250万美元现金。","content":"<html><head></head><body><p>法拉第未来盘前大跌23%，此前表示可能在明年3月底前开始生产第一批电动SUV，但首先必须筹集1.5亿至1.7亿美元资金。截至11月底，该公司仅有2250万美元现金。</p><p><img src=\"https://static.tigerbbs.com/e0918c14588f13fd687cd719755bc339\" tg-width=\"449\" tg-height=\"432\" width=\"100%\" height=\"auto\"/></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>法拉第未来盘前跌23%，此前表示须筹集1.5亿至1.7亿美元资金</title>\n<style 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17:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>法拉第未来盘前大跌23%，此前表示可能在明年3月底前开始生产第一批电动SUV，但首先必须筹集1.5亿至1.7亿美元资金。截至11月底，该公司仅有2250万美元现金。</p><p><img src=\"https://static.tigerbbs.com/e0918c14588f13fd687cd719755bc339\" tg-width=\"449\" tg-height=\"432\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145498916","content_text":"法拉第未来盘前大跌23%，此前表示可能在明年3月底前开始生产第一批电动SUV，但首先必须筹集1.5亿至1.7亿美元资金。截至11月底，该公司仅有2250万美元现金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683806123,"gmtCreate":1656109726567,"gmtModify":1704864126517,"author":{"id":"3453301488745615","authorId":"3453301488745615","name":"梁小同学","avatar":"https://static.tigerbbs.com/600a000b649a3f9c0dfd2d04a49a2b3c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3453301488745615","idStr":"3453301488745615"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a>21.32会是tqqq的底了吗？","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a>21.32会是tqqq的底了吗？","text":"$纳指三倍做多ETF(TQQQ)$21.32会是tqqq的底了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/683806123","isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689537590,"gmtCreate":1655716776612,"gmtModify":1704862976316,"author":{"id":"3453301488745615","authorId":"3453301488745615","name":"梁小同学","avatar":"https://static.tigerbbs.com/600a000b649a3f9c0dfd2d04a49a2b3c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3453301488745615","idStr":"3453301488745615"},"themes":[],"htmlText":"炒股大师哈！","listText":"炒股大师哈！","text":"炒股大师哈！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689537590","repostId":"1170989799","repostType":4,"repost":{"id":"1170989799","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":1655716511,"share":"https://www.laohu8.com/m/news/1170989799?lang=&edition=full","pubTime":"2022-06-20 17:15","market":"other","language":"zh","title":"套现超7亿港元！腾讯近乎“清仓式减持”新东方在线","url":"https://stock-news.laohu8.com/highlight/detail?id=1170989799","media":"老虎资讯综合","summary":"6月20日，据港交所披露文件：腾讯控股在6月15-16日出售了新东方在线7460万股，减持后持股比例从9.04%降至1.58%。持股6年后腾讯清仓式减持，套现新东方在线7亿港元港交所最新股权披露文件显","content":"<html><head></head><body><p>6月20日，据港交所披露文件：<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>在6月15-16日出售了<a href=\"https://laohu8.com/S/01797\">新东方在线</a>7460万股，减持后持股比例从9.04%降至1.58%。<img src=\"https://static.tigerbbs.com/d6f1ebc851fa402542069fdcff2dae3e\" tg-width=\"1678\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p><p><b>持股6年后腾讯清仓式减持，套现新东方在线7亿港元</b></p><p>港交所最新股权披露文件显示，腾讯控股（Tencent Holdings Limited）在6月15日出售新东方在线3561.25万股，平均价为9.6168港元/股，套现金额大概是3.42亿港元；其持股数量下降到5480.37万股，持股比例降至5.48%。</p><p>此后在6月16日，腾讯继续卖出了新东方在线3899.14万股，平均价为9.6755港元/股，套现大约3.77亿港元；由此其持股数量也降到了1581.22万股，持股比例降至1.58%。按照最新的股价来说，腾讯最新的持股市值为2.68亿港元。</p><p>两天合计算下来，腾讯总共减持了7460万股，套现了7.19亿港元，几乎是清仓式的减持，减持后持股比例从9.04%降至1.58%。</p><p><b>在本次减持之前，腾讯是新东方在线的第二大股东。</b>腾讯从2016年就战略入股了新东方在线，此后新东方在线于2019年3月登陆港交所。腾讯已经坚定持有该股6年多时间，即便是在新东方最困难的时候，股价一度跌至2.84港元/股的低位的时候，腾讯也一股都没有卖。</p><p>据了解，腾讯投资新东方在线的投资总金额大约是5087.72万美元，折合4亿港元，投资成本0.5627美元/股，大约4.42港元/股。<img src=\"https://static.tigerbbs.com/84247529a5b8313151b02cdacf5876f2\" tg-width=\"739\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/>新东方在线在上市之后，一度也经历了风光时刻，股价在2020年7月一度涨至43.45港元/股的阶段高点，彼时作为股东的腾讯并没有卖掉持股，没有选择高位套现。</p><p><img src=\"https://static.tigerbbs.com/801f410ab5d6666298443842b1c557fe\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>而此后新东方在线震荡下跌，到今年5月股价曾经跌至2.84港元/股的阶段低位，也可以看出来腾讯一度浮亏到了36%，但也并没有任何动作。</p><p>今年6月新东方直播带货受到市场关注，股价开始飙涨，长期持股的腾讯终于开始减持了，如果按4亿港元的成本价算，此次腾讯减持套现7.19亿港元，收益大概翻了一倍左右。</p><p>业内人士认为，由此可见腾讯的投资和现在的减持，并不是投机的考虑。如今新东方有序退出教培行业，转型直播带货、知识带货，未来发展前景还是比较值得看好的。</p><p>在腾讯减持的同时，多家机构同样启动了减持新东方在线的动作。摩根士丹利、汇丰银行、摩根大通、花旗银行均在股价飙升期间进行大幅减持。</p><p>中信证券研报认为，新东方在线短期因业务出现拐点股价自底部上涨较多，存在回落风险；公司业务拐点初显，需要时间以证明稳定性。</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>套现超7亿港元！腾讯近乎“清仓式减持”新东方在线</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套现超7亿港元！腾讯近乎“清仓式减持”新东方在线\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\">2022-06-20 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月20日，据港交所披露文件：<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>在6月15-16日出售了<a href=\"https://laohu8.com/S/01797\">新东方在线</a>7460万股，减持后持股比例从9.04%降至1.58%。<img src=\"https://static.tigerbbs.com/d6f1ebc851fa402542069fdcff2dae3e\" tg-width=\"1678\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p><p><b>持股6年后腾讯清仓式减持，套现新东方在线7亿港元</b></p><p>港交所最新股权披露文件显示，腾讯控股（Tencent Holdings Limited）在6月15日出售新东方在线3561.25万股，平均价为9.6168港元/股，套现金额大概是3.42亿港元；其持股数量下降到5480.37万股，持股比例降至5.48%。</p><p>此后在6月16日，腾讯继续卖出了新东方在线3899.14万股，平均价为9.6755港元/股，套现大约3.77亿港元；由此其持股数量也降到了1581.22万股，持股比例降至1.58%。按照最新的股价来说，腾讯最新的持股市值为2.68亿港元。</p><p>两天合计算下来，腾讯总共减持了7460万股，套现了7.19亿港元，几乎是清仓式的减持，减持后持股比例从9.04%降至1.58%。</p><p><b>在本次减持之前，腾讯是新东方在线的第二大股东。</b>腾讯从2016年就战略入股了新东方在线，此后新东方在线于2019年3月登陆港交所。腾讯已经坚定持有该股6年多时间，即便是在新东方最困难的时候，股价一度跌至2.84港元/股的低位的时候，腾讯也一股都没有卖。</p><p>据了解，腾讯投资新东方在线的投资总金额大约是5087.72万美元，折合4亿港元，投资成本0.5627美元/股，大约4.42港元/股。<img src=\"https://static.tigerbbs.com/84247529a5b8313151b02cdacf5876f2\" tg-width=\"739\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/>新东方在线在上市之后，一度也经历了风光时刻，股价在2020年7月一度涨至43.45港元/股的阶段高点，彼时作为股东的腾讯并没有卖掉持股，没有选择高位套现。</p><p><img src=\"https://static.tigerbbs.com/801f410ab5d6666298443842b1c557fe\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>而此后新东方在线震荡下跌，到今年5月股价曾经跌至2.84港元/股的阶段低位，也可以看出来腾讯一度浮亏到了36%，但也并没有任何动作。</p><p>今年6月新东方直播带货受到市场关注，股价开始飙涨，长期持股的腾讯终于开始减持了，如果按4亿港元的成本价算，此次腾讯减持套现7.19亿港元，收益大概翻了一倍左右。</p><p>业内人士认为，由此可见腾讯的投资和现在的减持，并不是投机的考虑。如今新东方有序退出教培行业，转型直播带货、知识带货，未来发展前景还是比较值得看好的。</p><p>在腾讯减持的同时，多家机构同样启动了减持新东方在线的动作。摩根士丹利、汇丰银行、摩根大通、花旗银行均在股价飙升期间进行大幅减持。</p><p>中信证券研报认为，新东方在线短期因业务出现拐点股价自底部上涨较多，存在回落风险；公司业务拐点初显，需要时间以证明稳定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0449833ee4bd3e2db783cdd1924d9ddc","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","BK1095":"互动媒体与服务","TCEHY":"腾讯控股ADR","BK1228":"教育服务","BK1596":"K12教育","BK1591":"就地过年概念","BK1519":"在线教育","00700":"腾讯控股","BK1608":"元宇宙概念","BK1502":"双十一","BK1517":"云办公","BK1516":"腾讯概念","BK1531":"手游股","BK1589":"北水核心资产","BK1588":"回港中概股","BK1526":"科网股","09901":"新东方-S","BK4077":"互动媒体与服务","01797":"东方甄选","BK1556":"内地教育股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170989799","content_text":"6月20日，据港交所披露文件：腾讯控股在6月15-16日出售了新东方在线7460万股，减持后持股比例从9.04%降至1.58%。持股6年后腾讯清仓式减持，套现新东方在线7亿港元港交所最新股权披露文件显示，腾讯控股（Tencent Holdings Limited）在6月15日出售新东方在线3561.25万股，平均价为9.6168港元/股，套现金额大概是3.42亿港元；其持股数量下降到5480.37万股，持股比例降至5.48%。此后在6月16日，腾讯继续卖出了新东方在线3899.14万股，平均价为9.6755港元/股，套现大约3.77亿港元；由此其持股数量也降到了1581.22万股，持股比例降至1.58%。按照最新的股价来说，腾讯最新的持股市值为2.68亿港元。两天合计算下来，腾讯总共减持了7460万股，套现了7.19亿港元，几乎是清仓式的减持，减持后持股比例从9.04%降至1.58%。在本次减持之前，腾讯是新东方在线的第二大股东。腾讯从2016年就战略入股了新东方在线，此后新东方在线于2019年3月登陆港交所。腾讯已经坚定持有该股6年多时间，即便是在新东方最困难的时候，股价一度跌至2.84港元/股的低位的时候，腾讯也一股都没有卖。据了解，腾讯投资新东方在线的投资总金额大约是5087.72万美元，折合4亿港元，投资成本0.5627美元/股，大约4.42港元/股。新东方在线在上市之后，一度也经历了风光时刻，股价在2020年7月一度涨至43.45港元/股的阶段高点，彼时作为股东的腾讯并没有卖掉持股，没有选择高位套现。而此后新东方在线震荡下跌，到今年5月股价曾经跌至2.84港元/股的阶段低位，也可以看出来腾讯一度浮亏到了36%，但也并没有任何动作。今年6月新东方直播带货受到市场关注，股价开始飙涨，长期持股的腾讯终于开始减持了，如果按4亿港元的成本价算，此次腾讯减持套现7.19亿港元，收益大概翻了一倍左右。业内人士认为，由此可见腾讯的投资和现在的减持，并不是投机的考虑。如今新东方有序退出教培行业，转型直播带货、知识带货，未来发展前景还是比较值得看好的。在腾讯减持的同时，多家机构同样启动了减持新东方在线的动作。摩根士丹利、汇丰银行、摩根大通、花旗银行均在股价飙升期间进行大幅减持。中信证券研报认为，新东方在线短期因业务出现拐点股价自底部上涨较多，存在回落风险；公司业务拐点初显，需要时间以证明稳定性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635770313,"gmtCreate":1647264932508,"gmtModify":1647264932508,"author":{"id":"3453301488745615","authorId":"3453301488745615","name":"梁小同学","avatar":"https://static.tigerbbs.com/600a000b649a3f9c0dfd2d04a49a2b3c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3453301488745615","idStr":"3453301488745615"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>会不会破2元？[笑哭]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>会不会破2元？[笑哭]&nbsp;","text":"$老虎证券(TIGR)$会不会破2元？[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635770313","isVote":1,"tweetType":1,"viewCount":1815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636850347,"gmtCreate":1645764692464,"gmtModify":1645764692464,"author":{"id":"3453301488745615","authorId":"3453301488745615","name":"梁小同学","avatar":"https://static.tigerbbs.com/600a000b649a3f9c0dfd2d04a49a2b3c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3453301488745615","idStr":"3453301488745615"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00816\">$金茂服务(00816)$</a>好奇问下，现在港股还有人打新的吗？","listText":"<a href=\"https://laohu8.com/S/00816\">$金茂服务(00816)$</a>好奇问下，现在港股还有人打新的吗？","text":"$金茂服务(00816)$好奇问下，现在港股还有人打新的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636850347","isVote":1,"tweetType":1,"viewCount":2975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633340854,"gmtCreate":1643803661110,"gmtModify":1643803661110,"author":{"id":"3453301488745615","authorId":"3453301488745615","name":"梁小同学","avatar":"https://static.tigerbbs.com/600a000b649a3f9c0dfd2d04a49a2b3c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3453301488745615","idStr":"3453301488745615"},"themes":[],"htmlText":"东哥看来是看明白了！","listText":"东哥看来是看明白了！","text":"东哥看来是看明白了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/633340854","repostId":"1114559580","repostType":2,"repost":{"id":"1114559580","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":1643803000,"share":"https://www.laohu8.com/m/news/1114559580?lang=&edition=full","pubTime":"2022-02-02 19:56","market":"us","language":"zh","title":"盘前 | 刘强东捐23亿美元股票！FF预订数据虚假","url":"https://stock-news.laohu8.com/highlight/detail?id=1114559580","media":"老虎资讯综合","summary":"摘要：美股股指期货上涨，FF91预订数据虚假，董事会大改组，法拉第未来跌超5%；半导体股强势依旧，AMD涨超11%，赛灵思涨超10%；Q4净利润同比下降49%，PayPal暴跌16%。2月2日，美股股","content":"<html><head></head><body><blockquote><b>摘要：美股股指期货上涨，FF91预订数据虚假，董事会大改组，法拉第未来跌超5%；半导体股强势依旧，AMD涨超11%，赛灵思涨超10%；Q4净利润同比下降49%，PayPal暴跌16%。</b></blockquote><p>2月2日，美股股指期货上涨，道指期货涨0.14%，标普500指数涨0.74%，纳指期货涨1.45%。<img src=\"https://static.tigerbbs.com/a0383c4ca6f196d52217d481e715225d\" tg-width=\"828\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/><b>市场消息</b></p><p><b>美国联邦政府债务规模突破30万亿美元大关</b></p><p>美国财政部日前公布的数据显示，美国联邦政府债务规模已突破30万亿美元大关，其中公众持有的债务约23.5万亿美元，政府间债务约6.5万亿美元。这已大大超过美国去年全年约23万亿美元的国内生产总值。在美国通胀高企和美国联邦储备委员会准备开始加息的背景下，美国政府债务不可持续的风险增大。</p><p><b>FF91预订数据虚假，董事会大改组</b></p><p>特别委员会经过审查，最终得出以下结论：关于FF与PSAC于2021年7月进行的业务合并，某些公司员工向某些投资者描述贾跃亭在公司内的角色的陈述是不准确的，贾跃亭在企业合并后对公司管理的参与比某些投资者所代表的更为重要；FF在业务合并前的声明中称，它已收到超过 14000 份FF 91车辆的预订，这可能具有误导性，因为其中只有数百份预订已支付，而其他(总计14000 份)是未支付的。（<b>法拉第未来盘前跌超5%</b>；相关阅读：<a href=\"https://laohu8.com/NW/2208352493\" target=\"_blank\">独董特别审查结果：FF91预订数据虚假，董事会大改组</a>）</p><p><b>刘强东将向慈善机构捐赠近6240万股b类股</b></p><p><a href=\"https://laohu8.com/S/JD\">京东</a>集团发布公告称，公司董事会主席兼首席执行官刘强东将向第三方基金会捐赠62,376,643股B类普通股作慈善用途。公开资料显示，截至2月1日美股收盘，京东集团股价每ADS为75.08美元，此次捐赠股票价值超过23.4亿美元。</p><p><b><a href=\"https://laohu8.com/S/SNE\">索尼</a>36亿美金收购游戏开发商Bungie</b></p><p>据外媒报道，<a href=\"https://laohu8.com/S/SONY\">索尼</a>互动娱乐公司（SIE）宣布以36亿美元收购游戏开发商Bungie。交易完成后，Bungie将成为SIE独立子公司，未来Bungie将自行选择是否发布多平台游戏。</p><p><b><a href=\"https://laohu8.com/S/GM\">通用汽车</a>旗下Cruise再获软银13.5亿美元投资</b></p><p>通用汽车旗下自动驾驶技术公司Cruise周二表示，软银的愿景基金已同意通过第二轮融资再投资13.5亿美元，以在旧金山推出商业叫车服务。</p><p><b>Biogen、罗氏合作开发CD20xCD3双抗</b></p><p>Biogen宣布行使选择权，将与罗氏旗下Genentech合作共同推进mosunetuzumab的开发和商业化 。为此，Biogen将向Genentech一次性支付3000万美元选择权行权费用。Biogen将与罗氏分享mosunetuzumab在美国市场的运营利润并共担损失；在美国以外市场，Biogen可获得低个位数的销售收入提成。</p><p><b>盘前行情</b></p><p>美股半导体股盘前上涨，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超11%，<a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>涨超10%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超5%，<a href=\"https://laohu8.com/S/QCOM\">高通</a>涨超3%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨超2%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超1%；AMD第四季营收同比增49%，业绩指引超预期。绩后，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将AMD目标价从135美元上调至140美元。</p><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>盘前涨超10%，谷歌母公司Alphabet四季度财报超预期，并宣布按20-1拆股，该拆分将于7月生效。财报显示，Alphabet四季度每股收益30.69美元，市场预期27.34美元；营收753.3亿美元，市场预期721.7亿美元。 Alphabet表示，四季度YouTube广告营收86.3亿美元，市场预期88.7亿美元；谷歌云营收55.4亿美元，市场预期54.7亿美元。 谷歌当季广告营收为612.4亿美元，较去年同期的462亿美元有所增加。</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>盘前暴跌16%，Q4净利润同比下降49%；报告显示，PayPal第四季度净营收为69.18亿美元，与上年同期的61.16亿美元相比增长13%，不计入汇率变动的影响同样为同比增长13%；净利润为8.01亿美元，与上年同期的15.67亿美元相比下降49%；不计入某些一次性项目（不按照美国通用会计准则），PayPal第四季度调整后净利润为13.19亿美元，与上年同期的12.81亿美元相比增长3%。</p><p>索尼盘前涨近5%，索尼集团公司第三季度经营利润4,651.8亿日元，预估3,420.9亿日元。公司预计全年净利润8,600亿日元，此前预计7,300亿日元。公司预计全年经营利润1.2万亿日元，此前预计1.04万亿日元。</p><p><a href=\"https://laohu8.com/S/SBUX\">星巴克</a>盘前跌超2%，公司下调财年盈利预期，且至少五家机构下调其目标价。</p><p><b>欧洲市场</b></p><p>欧洲主要股指涨多跌少，截至发稿，德国DAX30指数涨0.37%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨0.88%，法国CAC40涨0.44%。<img src=\"https://static.tigerbbs.com/df109faa436b4d3cb6fd41010c1c469b\" tg-width=\"818\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/>来源：英为财情Investing.com</p><p><b>原油</b></p><p><b>国际油价上涨，美油报87.97美元/桶，日内涨幅0.26%；布油现报88.77美元/桶，日内涨幅0.44%。</b></p><p>美原油小幅上涨，短线油价继续保持强势。因强劲的需求超过供应增长，OPEC减产执行率再次提升，加之地缘局势为油价助力。市场静待OPEC+将于周三开会评估市场。</p><p><b>黄金</b></p><p><b>现货黄金日内跌0.11%，报1803.40美元/盎司。</b></p><p>现货金价微幅震荡，由于中国市场春节休市，市场波动幅度较为有限。虽然市场热议美联储升息前景，但大幅度升息的预期有所降温，金价或走出一波反弹回升的行情。</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>盘前 | 刘强东捐23亿美元股票！FF预订数据虚假 </title>\n<style 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}\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盘前 | 刘强东捐23亿美元股票！FF预订数据虚假 \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\">2022-02-02 19:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：美股股指期货上涨，FF91预订数据虚假，董事会大改组，法拉第未来跌超5%；半导体股强势依旧，AMD涨超11%，赛灵思涨超10%；Q4净利润同比下降49%，PayPal暴跌16%。</b></blockquote><p>2月2日，美股股指期货上涨，道指期货涨0.14%，标普500指数涨0.74%，纳指期货涨1.45%。<img src=\"https://static.tigerbbs.com/a0383c4ca6f196d52217d481e715225d\" tg-width=\"828\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/><b>市场消息</b></p><p><b>美国联邦政府债务规模突破30万亿美元大关</b></p><p>美国财政部日前公布的数据显示，美国联邦政府债务规模已突破30万亿美元大关，其中公众持有的债务约23.5万亿美元，政府间债务约6.5万亿美元。这已大大超过美国去年全年约23万亿美元的国内生产总值。在美国通胀高企和美国联邦储备委员会准备开始加息的背景下，美国政府债务不可持续的风险增大。</p><p><b>FF91预订数据虚假，董事会大改组</b></p><p>特别委员会经过审查，最终得出以下结论：关于FF与PSAC于2021年7月进行的业务合并，某些公司员工向某些投资者描述贾跃亭在公司内的角色的陈述是不准确的，贾跃亭在企业合并后对公司管理的参与比某些投资者所代表的更为重要；FF在业务合并前的声明中称，它已收到超过 14000 份FF 91车辆的预订，这可能具有误导性，因为其中只有数百份预订已支付，而其他(总计14000 份)是未支付的。（<b>法拉第未来盘前跌超5%</b>；相关阅读：<a href=\"https://laohu8.com/NW/2208352493\" target=\"_blank\">独董特别审查结果：FF91预订数据虚假，董事会大改组</a>）</p><p><b>刘强东将向慈善机构捐赠近6240万股b类股</b></p><p><a href=\"https://laohu8.com/S/JD\">京东</a>集团发布公告称，公司董事会主席兼首席执行官刘强东将向第三方基金会捐赠62,376,643股B类普通股作慈善用途。公开资料显示，截至2月1日美股收盘，京东集团股价每ADS为75.08美元，此次捐赠股票价值超过23.4亿美元。</p><p><b><a href=\"https://laohu8.com/S/SNE\">索尼</a>36亿美金收购游戏开发商Bungie</b></p><p>据外媒报道，<a href=\"https://laohu8.com/S/SONY\">索尼</a>互动娱乐公司（SIE）宣布以36亿美元收购游戏开发商Bungie。交易完成后，Bungie将成为SIE独立子公司，未来Bungie将自行选择是否发布多平台游戏。</p><p><b><a href=\"https://laohu8.com/S/GM\">通用汽车</a>旗下Cruise再获软银13.5亿美元投资</b></p><p>通用汽车旗下自动驾驶技术公司Cruise周二表示，软银的愿景基金已同意通过第二轮融资再投资13.5亿美元，以在旧金山推出商业叫车服务。</p><p><b>Biogen、罗氏合作开发CD20xCD3双抗</b></p><p>Biogen宣布行使选择权，将与罗氏旗下Genentech合作共同推进mosunetuzumab的开发和商业化 。为此，Biogen将向Genentech一次性支付3000万美元选择权行权费用。Biogen将与罗氏分享mosunetuzumab在美国市场的运营利润并共担损失；在美国以外市场，Biogen可获得低个位数的销售收入提成。</p><p><b>盘前行情</b></p><p>美股半导体股盘前上涨，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超11%，<a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>涨超10%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超5%，<a href=\"https://laohu8.com/S/QCOM\">高通</a>涨超3%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨超2%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超1%；AMD第四季营收同比增49%，业绩指引超预期。绩后，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将AMD目标价从135美元上调至140美元。</p><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>盘前涨超10%，谷歌母公司Alphabet四季度财报超预期，并宣布按20-1拆股，该拆分将于7月生效。财报显示，Alphabet四季度每股收益30.69美元，市场预期27.34美元；营收753.3亿美元，市场预期721.7亿美元。 Alphabet表示，四季度YouTube广告营收86.3亿美元，市场预期88.7亿美元；谷歌云营收55.4亿美元，市场预期54.7亿美元。 谷歌当季广告营收为612.4亿美元，较去年同期的462亿美元有所增加。</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>盘前暴跌16%，Q4净利润同比下降49%；报告显示，PayPal第四季度净营收为69.18亿美元，与上年同期的61.16亿美元相比增长13%，不计入汇率变动的影响同样为同比增长13%；净利润为8.01亿美元，与上年同期的15.67亿美元相比下降49%；不计入某些一次性项目（不按照美国通用会计准则），PayPal第四季度调整后净利润为13.19亿美元，与上年同期的12.81亿美元相比增长3%。</p><p>索尼盘前涨近5%，索尼集团公司第三季度经营利润4,651.8亿日元，预估3,420.9亿日元。公司预计全年净利润8,600亿日元，此前预计7,300亿日元。公司预计全年经营利润1.2万亿日元，此前预计1.04万亿日元。</p><p><a href=\"https://laohu8.com/S/SBUX\">星巴克</a>盘前跌超2%，公司下调财年盈利预期，且至少五家机构下调其目标价。</p><p><b>欧洲市场</b></p><p>欧洲主要股指涨多跌少，截至发稿，德国DAX30指数涨0.37%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨0.88%，法国CAC40涨0.44%。<img src=\"https://static.tigerbbs.com/df109faa436b4d3cb6fd41010c1c469b\" tg-width=\"818\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/>来源：英为财情Investing.com</p><p><b>原油</b></p><p><b>国际油价上涨，美油报87.97美元/桶，日内涨幅0.26%；布油现报88.77美元/桶，日内涨幅0.44%。</b></p><p>美原油小幅上涨，短线油价继续保持强势。因强劲的需求超过供应增长，OPEC减产执行率再次提升，加之地缘局势为油价助力。市场静待OPEC+将于周三开会评估市场。</p><p><b>黄金</b></p><p><b>现货黄金日内跌0.11%，报1803.40美元/盎司。</b></p><p>现货金价微幅震荡，由于中国市场春节休市，市场波动幅度较为有限。虽然市场热议美联储升息前景，但大幅度升息的预期有所降温，金价或走出一波反弹回升的行情。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"GOOG":"谷歌",".SPX":"S&P 500 Index","FFIE":"Faraday Future","NVDA":"英伟达","AMD":"美国超微公司","SBUX":"星巴克","PYPL":"PayPal",".DJI":"道琼斯","JD":"京东",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114559580","content_text":"摘要：美股股指期货上涨，FF91预订数据虚假，董事会大改组，法拉第未来跌超5%；半导体股强势依旧，AMD涨超11%，赛灵思涨超10%；Q4净利润同比下降49%，PayPal暴跌16%。2月2日，美股股指期货上涨，道指期货涨0.14%，标普500指数涨0.74%，纳指期货涨1.45%。市场消息美国联邦政府债务规模突破30万亿美元大关美国财政部日前公布的数据显示，美国联邦政府债务规模已突破30万亿美元大关，其中公众持有的债务约23.5万亿美元，政府间债务约6.5万亿美元。这已大大超过美国去年全年约23万亿美元的国内生产总值。在美国通胀高企和美国联邦储备委员会准备开始加息的背景下，美国政府债务不可持续的风险增大。FF91预订数据虚假，董事会大改组特别委员会经过审查，最终得出以下结论：关于FF与PSAC于2021年7月进行的业务合并，某些公司员工向某些投资者描述贾跃亭在公司内的角色的陈述是不准确的，贾跃亭在企业合并后对公司管理的参与比某些投资者所代表的更为重要；FF在业务合并前的声明中称，它已收到超过 14000 份FF 91车辆的预订，这可能具有误导性，因为其中只有数百份预订已支付，而其他(总计14000 份)是未支付的。（法拉第未来盘前跌超5%；相关阅读：独董特别审查结果：FF91预订数据虚假，董事会大改组）刘强东将向慈善机构捐赠近6240万股b类股京东集团发布公告称，公司董事会主席兼首席执行官刘强东将向第三方基金会捐赠62,376,643股B类普通股作慈善用途。公开资料显示，截至2月1日美股收盘，京东集团股价每ADS为75.08美元，此次捐赠股票价值超过23.4亿美元。索尼36亿美金收购游戏开发商Bungie据外媒报道，索尼互动娱乐公司（SIE）宣布以36亿美元收购游戏开发商Bungie。交易完成后，Bungie将成为SIE独立子公司，未来Bungie将自行选择是否发布多平台游戏。通用汽车旗下Cruise再获软银13.5亿美元投资通用汽车旗下自动驾驶技术公司Cruise周二表示，软银的愿景基金已同意通过第二轮融资再投资13.5亿美元，以在旧金山推出商业叫车服务。Biogen、罗氏合作开发CD20xCD3双抗Biogen宣布行使选择权，将与罗氏旗下Genentech合作共同推进mosunetuzumab的开发和商业化 。为此，Biogen将向Genentech一次性支付3000万美元选择权行权费用。Biogen将与罗氏分享mosunetuzumab在美国市场的运营利润并共担损失；在美国以外市场，Biogen可获得低个位数的销售收入提成。盘前行情美股半导体股盘前上涨，AMD涨超11%，赛灵思涨超10%，英伟达涨超5%，高通涨超3%，美光科技涨超2%，台积电涨超1%；AMD第四季营收同比增49%，业绩指引超预期。绩后，摩根大通将AMD目标价从135美元上调至140美元。谷歌盘前涨超10%，谷歌母公司Alphabet四季度财报超预期，并宣布按20-1拆股，该拆分将于7月生效。财报显示，Alphabet四季度每股收益30.69美元，市场预期27.34美元；营收753.3亿美元，市场预期721.7亿美元。 Alphabet表示，四季度YouTube广告营收86.3亿美元，市场预期88.7亿美元；谷歌云营收55.4亿美元，市场预期54.7亿美元。 谷歌当季广告营收为612.4亿美元，较去年同期的462亿美元有所增加。PayPal盘前暴跌16%，Q4净利润同比下降49%；报告显示，PayPal第四季度净营收为69.18亿美元，与上年同期的61.16亿美元相比增长13%，不计入汇率变动的影响同样为同比增长13%；净利润为8.01亿美元，与上年同期的15.67亿美元相比下降49%；不计入某些一次性项目（不按照美国通用会计准则），PayPal第四季度调整后净利润为13.19亿美元，与上年同期的12.81亿美元相比增长3%。索尼盘前涨近5%，索尼集团公司第三季度经营利润4,651.8亿日元，预估3,420.9亿日元。公司预计全年净利润8,600亿日元，此前预计7,300亿日元。公司预计全年经营利润1.2万亿日元，此前预计1.04万亿日元。星巴克盘前跌超2%，公司下调财年盈利预期，且至少五家机构下调其目标价。欧洲市场欧洲主要股指涨多跌少，截至发稿，德国DAX30指数涨0.37%，英国富时100涨0.88%，法国CAC40涨0.44%。来源：英为财情Investing.com原油国际油价上涨，美油报87.97美元/桶，日内涨幅0.26%；布油现报88.77美元/桶，日内涨幅0.44%。美原油小幅上涨，短线油价继续保持强势。因强劲的需求超过供应增长，OPEC减产执行率再次提升，加之地缘局势为油价助力。市场静待OPEC+将于周三开会评估市场。黄金现货黄金日内跌0.11%，报1803.40美元/盎司。现货金价微幅震荡，由于中国市场春节休市，市场波动幅度较为有限。虽然市场热议美联储升息前景，但大幅度升息的预期有所降温，金价或走出一波反弹回升的行情。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1993,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488945570086325","authorId":"3488945570086325","name":"Heinz.Heine","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3488945570086325","idStr":"3488945570086325"},"content":"现在不体面 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href=\"http://www.zhitongcaijing.com/content/detail/561417.html\">Web 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href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216287552857181%22%7D\" target=\"_blank\">【直播】直击百度世界大会</a>！</p>\n<p>8月18日讯，<a href=\"https://laohu8.com/S/NTES\">网易</a>报道，<a href=\"https://laohu8.com/S/BIDU\">百度</a>创始人李彦宏在百度2021“AI这时代”上官宣百度Apollo“汽车<a href=\"https://laohu8.com/S/300024\">机器人</a>”。李彦宏说，未来机器人看上去很像汽车。“汽车机器人”驾驶室无任何机械操控设施，全程操作靠传感器和语音操控。</p>\n<p>在外观上，自动鸥翼门、全玻璃车顶与外部传感器融为一体，汽车机器人车内不设方向盘、踏板，且拥有超大曲面屏、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>控制台、变光玻璃、零重力座椅等智能化配置。</p>\n<p>配置方面，百度汽车机器人能够通过三重能力服务于人，具备L5级自动驾驶能力，其次具备语音、人脸识别等多模交互能力，可分析用户潜在需求，主动提供服务，此外，汽车机器人还具备自我学习和不断升级能力，是服务各种场景的智慧体。</p>\n<p><b>百度发布无人车出行服务平台“萝卜快跑”</b></p>\n<p>在百度世界大会首发环节，百度创始人、董事长宣布百度正式推出无人车出行服务平台“萝卜快跑”，进一步面向大众推出无人车出行服务。自动驾驶下半场的角逐已经开启，规模化商业运营将成为行业发展的重点。百度此次推出的萝卜快跑，结合了Apollo过去两年的运营实践，能向大众提供商业运营和多元化增值服务，加速全民无人化出行时代到来。</p>\n<p>截至2021年上半年，百度Apollo自动驾驶出行服务已累计接待乘客超过40万人次，测试里程超过1400万公里，自动驾驶专利数量超过2900件，在北京、广州、长沙、沧州四城开放载人服务。李彦宏表示，预计未来三年内将覆盖30个城市。<img src=\"https://static.tigerbbs.com/65e0652bc6ecaff878c7163a90ee3732\" tg-width=\"1703\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></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>百度发布具有跨时代意义的 Apollo“汽车机器人”</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{ 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}\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百度发布具有跨时代意义的 Apollo“汽车机器人”\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\">2021-08-18 09:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216287552857181%22%7D\" target=\"_blank\">【直播】直击百度世界大会</a>！</p>\n<p>8月18日讯，<a href=\"https://laohu8.com/S/NTES\">网易</a>报道，<a href=\"https://laohu8.com/S/BIDU\">百度</a>创始人李彦宏在百度2021“AI这时代”上官宣百度Apollo“汽车<a href=\"https://laohu8.com/S/300024\">机器人</a>”。李彦宏说，未来机器人看上去很像汽车。“汽车机器人”驾驶室无任何机械操控设施，全程操作靠传感器和语音操控。</p>\n<p>在外观上，自动鸥翼门、全玻璃车顶与外部传感器融为一体，汽车机器人车内不设方向盘、踏板，且拥有超大曲面屏、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>控制台、变光玻璃、零重力座椅等智能化配置。</p>\n<p>配置方面，百度汽车机器人能够通过三重能力服务于人，具备L5级自动驾驶能力，其次具备语音、人脸识别等多模交互能力，可分析用户潜在需求，主动提供服务，此外，汽车机器人还具备自我学习和不断升级能力，是服务各种场景的智慧体。</p>\n<p><b>百度发布无人车出行服务平台“萝卜快跑”</b></p>\n<p>在百度世界大会首发环节，百度创始人、董事长宣布百度正式推出无人车出行服务平台“萝卜快跑”，进一步面向大众推出无人车出行服务。自动驾驶下半场的角逐已经开启，规模化商业运营将成为行业发展的重点。百度此次推出的萝卜快跑，结合了Apollo过去两年的运营实践，能向大众提供商业运营和多元化增值服务，加速全民无人化出行时代到来。</p>\n<p>截至2021年上半年，百度Apollo自动驾驶出行服务已累计接待乘客超过40万人次，测试里程超过1400万公里，自动驾驶专利数量超过2900件，在北京、广州、长沙、沧州四城开放载人服务。李彦宏表示，预计未来三年内将覆盖30个城市。<img src=\"https://static.tigerbbs.com/65e0652bc6ecaff878c7163a90ee3732\" tg-width=\"1703\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65e0652bc6ecaff878c7163a90ee3732","relate_stocks":{"300024":"机器人","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数","09888":"百度集团-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118164551","content_text":"【直播】直击百度世界大会！\n8月18日讯，网易报道，百度创始人李彦宏在百度2021“AI这时代”上官宣百度Apollo“汽车机器人”。李彦宏说，未来机器人看上去很像汽车。“汽车机器人”驾驶室无任何机械操控设施，全程操作靠传感器和语音操控。\n在外观上，自动鸥翼门、全玻璃车顶与外部传感器融为一体，汽车机器人车内不设方向盘、踏板，且拥有超大曲面屏、智能控制台、变光玻璃、零重力座椅等智能化配置。\n配置方面，百度汽车机器人能够通过三重能力服务于人，具备L5级自动驾驶能力，其次具备语音、人脸识别等多模交互能力，可分析用户潜在需求，主动提供服务，此外，汽车机器人还具备自我学习和不断升级能力，是服务各种场景的智慧体。\n百度发布无人车出行服务平台“萝卜快跑”\n在百度世界大会首发环节，百度创始人、董事长宣布百度正式推出无人车出行服务平台“萝卜快跑”，进一步面向大众推出无人车出行服务。自动驾驶下半场的角逐已经开启，规模化商业运营将成为行业发展的重点。百度此次推出的萝卜快跑，结合了Apollo过去两年的运营实践，能向大众提供商业运营和多元化增值服务，加速全民无人化出行时代到来。\n截至2021年上半年，百度Apollo自动驾驶出行服务已累计接待乘客超过40万人次，测试里程超过1400万公里，自动驾驶专利数量超过2900件，在北京、广州、长沙、沧州四城开放载人服务。李彦宏表示，预计未来三年内将覆盖30个城市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176094773,"gmtCreate":1626843519492,"gmtModify":1626843519492,"author":{"id":"3453301488745615","authorId":"3453301488745615","name":"梁小同学","avatar":"https://static.tigerbbs.com/600a000b649a3f9c0dfd2d04a49a2b3c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3453301488745615","authorIdStr":"3453301488745615"},"themes":[],"htmlText":"被骗一次是纯，被骗两次是蠢！","listText":"被骗一次是纯，被骗两次是蠢！","text":"被骗一次是纯，被骗两次是蠢！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176094773","repostId":"1104430125","repostType":4,"repost":{"id":"1104430125","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":1626840897,"share":"https://www.laohu8.com/m/news/1104430125?lang=&edition=full","pubTime":"2021-07-21 12:14","market":"us","language":"zh","title":"贾跃亭真要“回来”了，FF预计周四登陆纳斯达克","url":"https://stock-news.laohu8.com/highlight/detail?id=1104430125","media":"老虎资讯综合","summary":"PSAC今天宣布了其股东在2021年7月20日举行的特别会议上审议和投票的10项提案的结果。","content":"<p>7月21日讯，Property Solutions Acquisition Corp（\"PSAC\"）今天宣布了其股东在2021年7月20日举行的特别会议上审议和投票的10项提案的结果。投票报告显示，之前宣布的PSAC和Faraday Future之间的拟议合并交易有关的全部提案都在特别会议上得到了PSAC股东的支持。披露完整投票结果的8-K表格已经提交给美国证券交易委员会。业务合并预计将在2021年7月21日前后完成。</p>\n<p>Property Solutions Acquisition Corp&nbsp;持股人选择赎回的最后期限已过，在PSAC与FF的拟议业务合并完成时，99.91%的资金将留在PSAC的信托账户上。 因此，FF预计在业务合并完成时可获得约10亿美元的资金。</p>\n<p>业务合并完成后，PSAC将更名为 \"Faraday Future Intelligent Electric Inc.\"，其普通股和认股权证预计将于2021年7月22日前后在美国纳斯达克交易所开始交易，股票代码分别为 \"FFIE \"和 \"FFIE.WS\"。（Faraday Future官微）</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\" 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}\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贾跃亭真要“回来”了，FF预计周四登陆纳斯达克\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\">2021-07-21 12:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月21日讯，Property Solutions Acquisition Corp（\"PSAC\"）今天宣布了其股东在2021年7月20日举行的特别会议上审议和投票的10项提案的结果。投票报告显示，之前宣布的PSAC和Faraday Future之间的拟议合并交易有关的全部提案都在特别会议上得到了PSAC股东的支持。披露完整投票结果的8-K表格已经提交给美国证券交易委员会。业务合并预计将在2021年7月21日前后完成。</p>\n<p>Property Solutions Acquisition Corp&nbsp;持股人选择赎回的最后期限已过，在PSAC与FF的拟议业务合并完成时，99.91%的资金将留在PSAC的信托账户上。 因此，FF预计在业务合并完成时可获得约10亿美元的资金。</p>\n<p>业务合并完成后，PSAC将更名为 \"Faraday Future Intelligent Electric Inc.\"，其普通股和认股权证预计将于2021年7月22日前后在美国纳斯达克交易所开始交易，股票代码分别为 \"FFIE \"和 \"FFIE.WS\"。（Faraday Future官微）</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{"FFIE":"Faraday Future"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104430125","content_text":"7月21日讯，Property Solutions Acquisition Corp（\"PSAC\"）今天宣布了其股东在2021年7月20日举行的特别会议上审议和投票的10项提案的结果。投票报告显示，之前宣布的PSAC和Faraday Future之间的拟议合并交易有关的全部提案都在特别会议上得到了PSAC股东的支持。披露完整投票结果的8-K表格已经提交给美国证券交易委员会。业务合并预计将在2021年7月21日前后完成。\nProperty Solutions Acquisition Corp 持股人选择赎回的最后期限已过，在PSAC与FF的拟议业务合并完成时，99.91%的资金将留在PSAC的信托账户上。 因此，FF预计在业务合并完成时可获得约10亿美元的资金。\n业务合并完成后，PSAC将更名为 \"Faraday Future Intelligent Electric Inc.\"，其普通股和认股权证预计将于2021年7月22日前后在美国纳斯达克交易所开始交易，股票代码分别为 \"FFIE \"和 \"FFIE.WS\"。（Faraday 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