测试账号1000的个人主页 - 老虎社区

测试账号1000

测试账号1000

个人简介&投资理学习关注新能源，自动驾驶，AI ，寻找有潜力的标的

IP属地：北京

18关注

3粉丝

1主题

0勋章

测试账号1000

08-27

阿去玩去

Apple's iPhone Event Is Coming on Sept. 9. It's a Big Deal

测试账号1000

08-22

厉害

@FrankAllin:记史诗级波动的一天

测试账号1000

08-22

厉害👍

@FrankAllin:I opened $MRNA 20240802 95.0 PUT$ ,Overreacted

测试账号1000

2023-12-27

q

@期权小班长:1、 $美国铝业(AA)$ 上涨理由类似梅西收购带动百货板块，自从日本制铁宣布收购$美国钢铁(X)$ 后我一直在观察金属板块趋势变动，然后等来了这张8000手的看涨期权大单 $AA 20240216 40.0 CALL$ 。不过从经验上讲，看涨期权大单有效性五五开，所以我还是会选择sell put： $AA 20240119 33.0 PUT$ 2、 $Marathon Digital Holdings Inc(MARA)$ 空头终于出手了，2万手看跌大单 $MARA 20240119 25.0 PUT$ 。不过我觉得平价行权价比较微妙，对于做空这种妖股来说价外期权杠杆更大，平价有种拿两天看跌不下去就平仓的那种意思。所以我也决定这么干，周五不跌就平仓。3、 $英特尔(INTC)$ 很强势，竟然突破了，不知道是不是因为佩洛西带来的利好，总之因为上周做的是备兑所以等着到期行权，对操作没有进一步想法。

测试账号1000

2023-12-22

6

@yadiking:$蔚来(NIO)$

测试账号1000

2023-12-21

$高途(GOTU)$ 必跌无疑

测试账号1000

2023-05-23

期权是最容易致富的工具，没有之一

测试账号1000

2023-03-15

如何操作才可以搜到我发的帖子

测试账号1000

2022-09-27

哈哈

@全球投配:环球新材国际受多家大行持续看好北水表现依旧强势

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3465794137699071","uuid":"3465794137699071","gmtCreate":1502700117773,"gmtModify":1723106682643,"name":"测试账号1000","pinyin":"cszh1000ceshizhanghao1000","introduction":"呵呵","introductionEn":"测试账号100号 Official Account","signature":"个人简介&投资理\n\n学习\n\n关注新能源，自动驾驶，AI ，寻找有潜力的标的","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":18,"tweetSize":10,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"1f74612b6f95455f970edd02b5316db8-4","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 10%","bigImgUrl":"https://static.tigerbbs.com/15d4b5a89fa218ed3a35da1a05874cf6","smallImgUrl":"https://static.tigerbbs.com/16e2b28d75d7746886400fad4f4ec3e3","grayImgUrl":"https://static.tigerbbs.com/6f578d36f80e1a3d9c705f395e522048","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5300},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.23","exceedPercentage":"60.41%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":342933214711968,"gmtCreate":1724742282314,"gmtModify":1724742284236,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"阿去玩去","listText":"阿去玩去","text":"阿去玩去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342933214711968","repostId":"2462627946","repostType":2,"repost":{"id":"2462627946","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1724713344,"share":"https://www.laohu8.com/m/news/2462627946?lang=&edition=full","pubTime":"2024-08-27 07:02","market":"sg","language":"en","title":"Apple's iPhone Event Is Coming on Sept. 9. It's a Big Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2462627946","media":"Dow Jones","summary":"September is right around the corner, and so is the next big Apple iPhone event.Apple investors and customers can finally mark their calendars -- the next iPhone launch event is officially scheduled for Sept. 9 at 1 p.m. EST.Apple usually hosts its product events in September, so Wall Street has been anxiously waiting for the company to officially announce the actual date. The company launches its newest products for the year at these events. Last September, Apple showed off the iPhone 15 and the Apple Watch Series 9.\"With anticipation from the Street and broader tech industry building for Apple's iPhone 16 AI driven launch in September, our recent Asia checks this week are giving us more confidence this upgrade cycle will kick off a long awaited renaissance of growth for Cupertino over the next year,\" Wedbush analyst Dan Ives wrote in a note on Aug. 11. He rates the stock as Outperform with a $285 price target.","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6215f9124ae7bdfeb8d4170c56c976b0\" alt=\"Apple iPhone event Sept. 9\" title=\"Apple iPhone event Sept. 9\" tg-width=\"929\" tg-height=\"523\"/><span>Apple iPhone event Sept. 9</span></p><p>September is right around the corner, and so is the next big Apple iPhone event.</p><p>Apple investors and customers can finally mark their calendars -- the next iPhone launch event is officially scheduled for Sept. 9 at 1 p.m. EST.</p><p>Apple usually hosts its product events in September, so Wall Street has been anxiously waiting for the company to officially announce the actual date. The company launches its newest products for the year at these events. Last September, Apple showed off the iPhone 15 and the Apple Watch Series 9.</p><p>This year&#39;s event will stand out against the most recent ones, though. Since the company&#39;s Worldwide Developers Conference in June, investors have looked for announcements on Apple Intelligence, the company&#39;s branded AI features.</p><p>The new AI updates will only be available to people with an iPhone 15 Pro, Pro Max, or future models. The expectation on Wall Street is that the new iPhones will lead to a major upgrade cycle from customers who want to have their own AI powered devices.</p><p>&#34;With anticipation from the Street and broader tech industry building for Apple&#39;s iPhone 16 AI driven launch in September, our recent Asia checks this week are giving us more confidence this upgrade cycle will kick off a long awaited renaissance of growth for Cupertino over the next year,&#34; Wedbush analyst Dan Ives wrote in a note on Aug. 11. He rates the stock as Outperform with a $285 price target.</p><p>On top of AI capabilities, the new phones could have larger screens, newer cameras and updated color options, according to a report from Bloomberg.</p><p>Apple needs the iPhone boost to keep investors happy. The smartphone is the largest revenue driver for Apple, but the company saw sales decline in 2023 from 2022 amid competition and a pressured consumer. iPhone sales are expected to fall again in 2024, but jump in 2025.</p><p>Importantly, though, fiscal third-quarter iPhone sales of $39.3 billion beat Wall Street estimates, and the installed base of active iOS devices reached a new high.</p><p>&#34;We expect a meaningful number of older iPhones in the installed base (combined with the introduction of Apple Intelligence) to drive an upgrade cycle from F25 onwards,&#34; wrote BofA Securities analyst Wamsi Mohan, who rates the stock as Buy with a $256 price target, on Aug. 1.</p><p>Shares of Apple were up 0.15% on Monday. The stock has gained 17% this year compared with the 18% increase of the S&amp;P 500.</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>Apple's iPhone Event Is Coming on Sept. 9. It's a Big Deal</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\">\nApple's iPhone Event Is Coming on Sept. 9. It's a Big Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-27 07:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6215f9124ae7bdfeb8d4170c56c976b0\" alt=\"Apple iPhone event Sept. 9\" title=\"Apple iPhone event Sept. 9\" tg-width=\"929\" tg-height=\"523\"/><span>Apple iPhone event Sept. 9</span></p><p>September is right around the corner, and so is the next big Apple iPhone event.</p><p>Apple investors and customers can finally mark their calendars -- the next iPhone launch event is officially scheduled for Sept. 9 at 1 p.m. EST.</p><p>Apple usually hosts its product events in September, so Wall Street has been anxiously waiting for the company to officially announce the actual date. The company launches its newest products for the year at these events. Last September, Apple showed off the iPhone 15 and the Apple Watch Series 9.</p><p>This year&#39;s event will stand out against the most recent ones, though. Since the company&#39;s Worldwide Developers Conference in June, investors have looked for announcements on Apple Intelligence, the company&#39;s branded AI features.</p><p>The new AI updates will only be available to people with an iPhone 15 Pro, Pro Max, or future models. The expectation on Wall Street is that the new iPhones will lead to a major upgrade cycle from customers who want to have their own AI powered devices.</p><p>&#34;With anticipation from the Street and broader tech industry building for Apple&#39;s iPhone 16 AI driven launch in September, our recent Asia checks this week are giving us more confidence this upgrade cycle will kick off a long awaited renaissance of growth for Cupertino over the next year,&#34; Wedbush analyst Dan Ives wrote in a note on Aug. 11. He rates the stock as Outperform with a $285 price target.</p><p>On top of AI capabilities, the new phones could have larger screens, newer cameras and updated color options, according to a report from Bloomberg.</p><p>Apple needs the iPhone boost to keep investors happy. The smartphone is the largest revenue driver for Apple, but the company saw sales decline in 2023 from 2022 amid competition and a pressured consumer. iPhone sales are expected to fall again in 2024, but jump in 2025.</p><p>Importantly, though, fiscal third-quarter iPhone sales of $39.3 billion beat Wall Street estimates, and the installed base of active iOS devices reached a new high.</p><p>&#34;We expect a meaningful number of older iPhones in the installed base (combined with the introduction of Apple Intelligence) to drive an upgrade cycle from F25 onwards,&#34; wrote BofA Securities analyst Wamsi Mohan, who rates the stock as Buy with a $256 price target, on Aug. 1.</p><p>Shares of Apple were up 0.15% on Monday. The stock has gained 17% this year compared with the 18% increase of the S&amp;P 500.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4571":"数字音乐概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4581":"高盛持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4170":"电脑硬件、储存设备及电脑周边","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4505":"高瓴资本持仓","BK4532":"文艺复兴科技持仓","BK4507":"流媒体概念","BK4573":"虚拟现实","BK4527":"明星科技股","AAPL":"苹果","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4534":"瑞士信贷持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4579":"人工智能","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4576":"AR","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4592":"伊斯兰概念","BK4588":"碎股","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4501":"段永平概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4575":"芯片概念","BK4585":"ETF&股票定投概念","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462627946","content_text":"Apple iPhone event Sept. 9September is right around the corner, and so is the next big Apple iPhone event.Apple investors and customers can finally mark their calendars -- the next iPhone launch event is officially scheduled for Sept. 9 at 1 p.m. EST.Apple usually hosts its product events in September, so Wall Street has been anxiously waiting for the company to officially announce the actual date. The company launches its newest products for the year at these events. Last September, Apple showed off the iPhone 15 and the Apple Watch Series 9.This year's event will stand out against the most recent ones, though. Since the company's Worldwide Developers Conference in June, investors have looked for announcements on Apple Intelligence, the company's branded AI features.The new AI updates will only be available to people with an iPhone 15 Pro, Pro Max, or future models. The expectation on Wall Street is that the new iPhones will lead to a major upgrade cycle from customers who want to have their own AI powered devices.\"With anticipation from the Street and broader tech industry building for Apple's iPhone 16 AI driven launch in September, our recent Asia checks this week are giving us more confidence this upgrade cycle will kick off a long awaited renaissance of growth for Cupertino over the next year,\" Wedbush analyst Dan Ives wrote in a note on Aug. 11. He rates the stock as Outperform with a $285 price target.On top of AI capabilities, the new phones could have larger screens, newer cameras and updated color options, according to a report from Bloomberg.Apple needs the iPhone boost to keep investors happy. The smartphone is the largest revenue driver for Apple, but the company saw sales decline in 2023 from 2022 amid competition and a pressured consumer. iPhone sales are expected to fall again in 2024, but jump in 2025.Importantly, though, fiscal third-quarter iPhone sales of $39.3 billion beat Wall Street estimates, and the installed base of active iOS devices reached a new high.\"We expect a meaningful number of older iPhones in the installed base (combined with the introduction of Apple Intelligence) to drive an upgrade cycle from F25 onwards,\" wrote BofA Securities analyst Wamsi Mohan, who rates the stock as Buy with a $256 price target, on Aug. 1.Shares of Apple were up 0.15% on Monday. The stock has gained 17% this year compared with the 18% increase of the S&P 500.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341170497466592,"gmtCreate":1724314128178,"gmtModify":1724314129720,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"厉害","listText":"厉害","text":"厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341170497466592","repostId":"335528628216232","repostType":1,"repost":{"id":335528628216232,"gmtCreate":1722952534297,"gmtModify":1723035603463,"author":{"id":"3546925022414459","authorId":"3546925022414459","name":"FrankAllin","avatar":"https://static.tigerbbs.com/c78dc014137382fcbd12cf93bd44ab6d","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546925022414459","authorIdStr":"3546925022414459"},"themes":[],"title":"记史诗级波动的一天","htmlText":"<a href=\"https://laohu8.com/U/3527667699676929\">@小虎交易笔记</a> 《实盘面对面》约稿从七月中旬以来，短短半个月时间，美股投资者就从天堂跌入地狱。极度恐慌的一天纳斯达克从高点回撤幅度超过15%，近三个交易日跌速明显加大。8月5日当天，开盘前的恐慌情绪达到了高潮，纳斯达克期指盘前最大跌幅达到了近8%，接近熔断位置。与此同时， <a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 狂飙150%到65的位置，为2020年疫情以来的最高。这一**跌的特点就是：突然，速度快且跌幅大，波动剧烈。总结下市场上的观点看来，有几大原因：1. 日元升值，导致原先已高度拥挤的日元套息交易进入到反向螺旋崩溃状态；2. 上周五非农数据大幅低于预期引发衰退担忧；3. 巴菲特对苹果的大额减持；4. 近期科技股财报大多不及预期；5. 对热战扩大化的担忧。个人观点，科技股尤其是半导体和ai相关板块的泡沫化是根本原因，而其后的推手，跟日元套系交易关系很大。日元加息扭转预期后，导致资金抽离，造成科技股剧烈波动，也符合杠杆市的特点。非农数据和巴菲特减持，不过是在本就摇摇欲坠的市场上踢上一脚。周一盘后，在恐慌情绪释放了一波同时，市场迎来了一波修复，vix也从65降到40左右的位置。市场见底了没有？这一波科技牛，很大程度是由杠杆推升的，随即的剧烈波动和大幅调整，也是杠杆带来的。大跌后，短期会有修复，但修复后怎么走还有待观察。在预期扭转之后，杠杆带来的正反馈有没有到头，目前还看不出来，后续仍然有大量科技股的财报，存在非常多的不确定性。在实际波动率没有收敛下来之前，我们很难说是否见底。近期市场大概率还是会处在高波动率的环境。&nbsp;个人操作反思尽管在上上周实盘面对面聊降息的时候","listText":"<a href=\"https://laohu8.com/U/3527667699676929\">@小虎交易笔记</a> 《实盘面对面》约稿从七月中旬以来，短短半个月时间，美股投资者就从天堂跌入地狱。极度恐慌的一天纳斯达克从高点回撤幅度超过15%，近三个交易日跌速明显加大。8月5日当天，开盘前的恐慌情绪达到了高潮，纳斯达克期指盘前最大跌幅达到了近8%，接近熔断位置。与此同时， <a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 狂飙150%到65的位置，为2020年疫情以来的最高。这一**跌的特点就是：突然，速度快且跌幅大，波动剧烈。总结下市场上的观点看来，有几大原因：1. 日元升值，导致原先已高度拥挤的日元套息交易进入到反向螺旋崩溃状态；2. 上周五非农数据大幅低于预期引发衰退担忧；3. 巴菲特对苹果的大额减持；4. 近期科技股财报大多不及预期；5. 对热战扩大化的担忧。个人观点，科技股尤其是半导体和ai相关板块的泡沫化是根本原因，而其后的推手，跟日元套系交易关系很大。日元加息扭转预期后，导致资金抽离，造成科技股剧烈波动，也符合杠杆市的特点。非农数据和巴菲特减持，不过是在本就摇摇欲坠的市场上踢上一脚。周一盘后，在恐慌情绪释放了一波同时，市场迎来了一波修复，vix也从65降到40左右的位置。市场见底了没有？这一波科技牛，很大程度是由杠杆推升的，随即的剧烈波动和大幅调整，也是杠杆带来的。大跌后，短期会有修复，但修复后怎么走还有待观察。在预期扭转之后，杠杆带来的正反馈有没有到头，目前还看不出来，后续仍然有大量科技股的财报，存在非常多的不确定性。在实际波动率没有收敛下来之前，我们很难说是否见底。近期市场大概率还是会处在高波动率的环境。&nbsp;个人操作反思尽管在上上周实盘面对面聊降息的时候","text":"@小虎交易笔记 《实盘面对面》约稿从七月中旬以来，短短半个月时间，美股投资者就从天堂跌入地狱。极度恐慌的一天纳斯达克从高点回撤幅度超过15%，近三个交易日跌速明显加大。8月5日当天，开盘前的恐慌情绪达到了高潮，纳斯达克期指盘前最大跌幅达到了近8%，接近熔断位置。与此同时， $标普500波动率指数(VIX)$ 狂飙150%到65的位置，为2020年疫情以来的最高。这一**跌的特点就是：突然，速度快且跌幅大，波动剧烈。总结下市场上的观点看来，有几大原因：1. 日元升值，导致原先已高度拥挤的日元套息交易进入到反向螺旋崩溃状态；2. 上周五非农数据大幅低于预期引发衰退担忧；3. 巴菲特对苹果的大额减持；4. 近期科技股财报大多不及预期；5. 对热战扩大化的担忧。个人观点，科技股尤其是半导体和ai相关板块的泡沫化是根本原因，而其后的推手，跟日元套系交易关系很大。日元加息扭转预期后，导致资金抽离，造成科技股剧烈波动，也符合杠杆市的特点。非农数据和巴菲特减持，不过是在本就摇摇欲坠的市场上踢上一脚。周一盘后，在恐慌情绪释放了一波同时，市场迎来了一波修复，vix也从65降到40左右的位置。市场见底了没有？这一波科技牛，很大程度是由杠杆推升的，随即的剧烈波动和大幅调整，也是杠杆带来的。大跌后，短期会有修复，但修复后怎么走还有待观察。在预期扭转之后，杠杆带来的正反馈有没有到头，目前还看不出来，后续仍然有大量科技股的财报，存在非常多的不确定性。在实际波动率没有收敛下来之前，我们很难说是否见底。近期市场大概率还是会处在高波动率的环境。 个人操作反思尽管在上上周实盘面对面聊降息的时候","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335528628216232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341168634413256,"gmtCreate":1724313672057,"gmtModify":1724313673573,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"厉害👍","listText":"厉害👍","text":"厉害👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341168634413256","repostId":"333769141837992","repostType":1,"repost":{"id":333769141837992,"gmtCreate":1722519589980,"gmtModify":1730904275146,"author":{"id":"3546925022414459","authorId":"3546925022414459","name":"FrankAllin","avatar":"https://static.tigerbbs.com/c78dc014137382fcbd12cf93bd44ab6d","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546925022414459","authorIdStr":"3546925022414459"},"themes":[],"htmlText":"I opened <a href=\"https://laohu8.com/OPT/MRNA 20240802 95.0 PUT\">$MRNA 20240802 95.0 PUT$&nbsp;</a> ,Overreacted","listText":"I opened <a href=\"https://laohu8.com/OPT/MRNA 20240802 95.0 PUT\">$MRNA 20240802 95.0 PUT$&nbsp;</a> ,Overreacted","text":"I opened $MRNA 20240802 95.0 PUT$ ,Overreacted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333769141837992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256516867489944,"gmtCreate":1703645282553,"gmtModify":1703645283795,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"q","listText":"q","text":"q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256516867489944","repostId":"256340975439888","repostType":1,"repost":{"id":256340975439888,"gmtCreate":1703610769838,"gmtModify":1703648134675,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"htmlText":"1、 <a href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a> 上涨理由类似梅西收购带动百货板块，自从日本制铁宣布收购<a href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a> 后我一直在观察金属板块趋势变动，然后等来了这张8000手的看涨期权大单 <a href=\"https://laohu8.com/OPT/AA%2020240216%2040.0%20CALL\">$AA 20240216 40.0 CALL$</a> 。不过从经验上讲，看涨期权大单有效性五五开，所以我还是会选择sell put： <a href=\"https://laohu8.com/OPT/AA%2020240119%2033.0%20PUT\">$AA 20240119 33.0 PUT$</a> 2、 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 空头终于出手了，2万手看跌大单 <a href=\"https://laohu8.com/OPT/MARA%2020240119%2025.0%20PUT\">$MARA 20240119 25.0 PUT$</a> 。不过我觉得平价行权价比较微妙，对于做空这种妖股来说价外期权杠杆更大，平价有种拿两天看跌不下去就平仓的那种意思。所以我也决定这么干，周五不跌就平仓。3、 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 很强势，竟然突破了，不知道是不是因为佩洛西带来的利好，总之因为上周做的是备兑所以等着到期行权，对操作没有进一步想法。","listText":"1、 <a href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a> 上涨理由类似梅西收购带动百货板块，自从日本制铁宣布收购<a href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a> 后我一直在观察金属板块趋势变动，然后等来了这张8000手的看涨期权大单 <a href=\"https://laohu8.com/OPT/AA%2020240216%2040.0%20CALL\">$AA 20240216 40.0 CALL$</a> 。不过从经验上讲，看涨期权大单有效性五五开，所以我还是会选择sell put： <a href=\"https://laohu8.com/OPT/AA%2020240119%2033.0%20PUT\">$AA 20240119 33.0 PUT$</a> 2、 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 空头终于出手了，2万手看跌大单 <a href=\"https://laohu8.com/OPT/MARA%2020240119%2025.0%20PUT\">$MARA 20240119 25.0 PUT$</a> 。不过我觉得平价行权价比较微妙，对于做空这种妖股来说价外期权杠杆更大，平价有种拿两天看跌不下去就平仓的那种意思。所以我也决定这么干，周五不跌就平仓。3、 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 很强势，竟然突破了，不知道是不是因为佩洛西带来的利好，总之因为上周做的是备兑所以等着到期行权，对操作没有进一步想法。","text":"1、 $美国铝业(AA)$ 上涨理由类似梅西收购带动百货板块，自从日本制铁宣布收购$美国钢铁(X)$ 后我一直在观察金属板块趋势变动，然后等来了这张8000手的看涨期权大单 $AA 20240216 40.0 CALL$ 。不过从经验上讲，看涨期权大单有效性五五开，所以我还是会选择sell put： $AA 20240119 33.0 PUT$ 2、 $Marathon Digital Holdings Inc(MARA)$ 空头终于出手了，2万手看跌大单 $MARA 20240119 25.0 PUT$ 。不过我觉得平价行权价比较微妙，对于做空这种妖股来说价外期权杠杆更大，平价有种拿两天看跌不下去就平仓的那种意思。所以我也决定这么干，周五不跌就平仓。3、 $英特尔(INTC)$ 很强势，竟然突破了，不知道是不是因为佩洛西带来的利好，总之因为上周做的是备兑所以等着到期行权，对操作没有进一步想法。","images":[{"img":"https://static.tigerbbs.com/265d340959c7e77b1d48edecee72d88a","width":"803","height":"1106"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256340975439888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254684201988168,"gmtCreate":1703215059921,"gmtModify":1703215061052,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254684201988168","repostId":"253985697615976","repostType":1,"repost":{"id":253985697615976,"gmtCreate":1703044531319,"gmtModify":1703044534936,"author":{"id":"253405562081531","authorId":"253405562081531","name":"yadiking","avatar":"https://static.tigerbbs.com/db24e03da104ffc0ee19c4e35f5c065c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"253405562081531","authorIdStr":"253405562081531"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp;","text":"$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/768dc7fa22fc33e91f12db33a5a9fd63","width":"904","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253985697615976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254340105461776,"gmtCreate":1703131055102,"gmtModify":1703131056138,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a><v-v data-views=\"0\"></v-v>必跌无疑","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a><v-v data-views=\"0\"></v-v>必跌无疑","text":"$高途(GOTU)$ 必跌无疑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254340105461776","isVote":1,"tweetType":1,"viewCount":3443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652414157,"gmtCreate":1684827986479,"gmtModify":1684828949585,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"期权是最容易致富的工具，没有之一","listText":"期权是最容易致富的工具，没有之一","text":"期权是最容易致富的工具，没有之一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652414157","isVote":1,"tweetType":1,"viewCount":1982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650392214,"gmtCreate":1678878945438,"gmtModify":1678878989958,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"如何操作才可以搜到我发的帖子","listText":"如何操作才可以搜到我发的帖子","text":"如何操作才可以搜到我发的帖子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/650392214","isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661716766,"gmtCreate":1664247920356,"gmtModify":1664248093497,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"哈哈","listText":"哈哈","text":"哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661716766","repostId":"661896653","repostType":1,"repost":{"id":661896653,"gmtCreate":1663816927672,"gmtModify":1663816980299,"author":{"id":"3572992834142480","authorId":"3572992834142480","name":"全球投配","avatar":"https://static.tigerbbs.com/26a06ed99d4a807f2423321c19feb943","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572992834142480","authorIdStr":"3572992834142480"},"themes":[],"title":"环球新材国际受多家大行持续看好 北水表现依旧强势","htmlText":"自8月28日<a target=\"_blank\" href=\"https://laohu8.com/S/06616\">$环球新材国际(06616)$</a>&nbsp;披露2022年中期业绩以来，多家大行接连发布跟踪研究报告，持续看好环球新材国际未来增长趋势，纷纷维持“买入”评级，买入目标价在7港元至9.49港元区间，对比截至9月16日（周五）收盘价报3.96港元/股，仍有约77%至147%的上涨空间。大行一致的肯定也是基于公司上半年持续亮眼的业绩表现；2022年上半年环球新材国际收入3.8亿元，同比增长24%。其中代表高端产品的合成云母基材的珠光颜料收入达1.5亿元，同比增长32%，公司的产品结构持续改善。天然云母基材的珠光颜料收入2亿元，同比增长17%。合成云母粉收入同比增长774%，主要是公司增加了合成云母产能，向一部分终端客户销售，用于做生产功能性填料、绝缘材料、耐火材料及镍氢电池的原料，未来收入有望快速持续增长。公司在合成云母领域拥有独家技术优势，是行业中唯一可以对合成云母产线进行大规模扩产的企业，未来也将进一步享受合成云母技术带来的巨大潜在收益。因此，公司业绩持续稳定的增长态势、多家大行的一致性看好，再加上当前超低的估值水平和触底的股价，这对于投资者而言无疑是极具潜力与诱惑力的投资标的。 南下资金抢占先机环球新材国际作为一名港股通新贵，其在细分行业的领先地位与在港上市企业细分行业的稀缺性优势，使得环球新材国际一直受到全球各路资金的关注，尤其是自2月底纳入港股通标的以来，便持续受到南下资金的不断增持。自3月30日环球新材国际披露2021年度业绩以来，南下资金通过港股通持有环球新材国际自由流通股本从2.61%增加至目前的13.72%，持股量超9700万股，持股市值近4亿港元。 数据源自Wind 在南下资金连续净流入的背后，有以下几点原因。首先，2022年仍是以经济复","listText":"自8月28日<a target=\"_blank\" href=\"https://laohu8.com/S/06616\">$环球新材国际(06616)$</a>&nbsp;披露2022年中期业绩以来，多家大行接连发布跟踪研究报告，持续看好环球新材国际未来增长趋势，纷纷维持“买入”评级，买入目标价在7港元至9.49港元区间，对比截至9月16日（周五）收盘价报3.96港元/股，仍有约77%至147%的上涨空间。大行一致的肯定也是基于公司上半年持续亮眼的业绩表现；2022年上半年环球新材国际收入3.8亿元，同比增长24%。其中代表高端产品的合成云母基材的珠光颜料收入达1.5亿元，同比增长32%，公司的产品结构持续改善。天然云母基材的珠光颜料收入2亿元，同比增长17%。合成云母粉收入同比增长774%，主要是公司增加了合成云母产能，向一部分终端客户销售，用于做生产功能性填料、绝缘材料、耐火材料及镍氢电池的原料，未来收入有望快速持续增长。公司在合成云母领域拥有独家技术优势，是行业中唯一可以对合成云母产线进行大规模扩产的企业，未来也将进一步享受合成云母技术带来的巨大潜在收益。因此，公司业绩持续稳定的增长态势、多家大行的一致性看好，再加上当前超低的估值水平和触底的股价，这对于投资者而言无疑是极具潜力与诱惑力的投资标的。 南下资金抢占先机环球新材国际作为一名港股通新贵，其在细分行业的领先地位与在港上市企业细分行业的稀缺性优势，使得环球新材国际一直受到全球各路资金的关注，尤其是自2月底纳入港股通标的以来，便持续受到南下资金的不断增持。自3月30日环球新材国际披露2021年度业绩以来，南下资金通过港股通持有环球新材国际自由流通股本从2.61%增加至目前的13.72%，持股量超9700万股，持股市值近4亿港元。 数据源自Wind 在南下资金连续净流入的背后，有以下几点原因。首先，2022年仍是以经济复","text":"自8月28日$环球新材国际(06616)$ 披露2022年中期业绩以来，多家大行接连发布跟踪研究报告，持续看好环球新材国际未来增长趋势，纷纷维持“买入”评级，买入目标价在7港元至9.49港元区间，对比截至9月16日（周五）收盘价报3.96港元/股，仍有约77%至147%的上涨空间。大行一致的肯定也是基于公司上半年持续亮眼的业绩表现；2022年上半年环球新材国际收入3.8亿元，同比增长24%。其中代表高端产品的合成云母基材的珠光颜料收入达1.5亿元，同比增长32%，公司的产品结构持续改善。天然云母基材的珠光颜料收入2亿元，同比增长17%。合成云母粉收入同比增长774%，主要是公司增加了合成云母产能，向一部分终端客户销售，用于做生产功能性填料、绝缘材料、耐火材料及镍氢电池的原料，未来收入有望快速持续增长。公司在合成云母领域拥有独家技术优势，是行业中唯一可以对合成云母产线进行大规模扩产的企业，未来也将进一步享受合成云母技术带来的巨大潜在收益。因此，公司业绩持续稳定的增长态势、多家大行的一致性看好，再加上当前超低的估值水平和触底的股价，这对于投资者而言无疑是极具潜力与诱惑力的投资标的。 南下资金抢占先机环球新材国际作为一名港股通新贵，其在细分行业的领先地位与在港上市企业细分行业的稀缺性优势，使得环球新材国际一直受到全球各路资金的关注，尤其是自2月底纳入港股通标的以来，便持续受到南下资金的不断增持。自3月30日环球新材国际披露2021年度业绩以来，南下资金通过港股通持有环球新材国际自由流通股本从2.61%增加至目前的13.72%，持股量超9700万股，持股市值近4亿港元。 数据源自Wind 在南下资金连续净流入的背后，有以下几点原因。首先，2022年仍是以经济复","images":[{"img":"https://static.tigerbbs.com/115f3fe64488f8682983e900c9b78d77","width":"551","height":"191"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661896653","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":650392214,"gmtCreate":1678878945438,"gmtModify":1678878989958,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"如何操作才可以搜到我发的帖子","listText":"如何操作才可以搜到我发的帖子","text":"如何操作才可以搜到我发的帖子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/650392214","isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342933214711968,"gmtCreate":1724742282314,"gmtModify":1724742284236,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"阿去玩去","listText":"阿去玩去","text":"阿去玩去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342933214711968","repostId":"2462627946","repostType":2,"repost":{"id":"2462627946","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1724713344,"share":"https://www.laohu8.com/m/news/2462627946?lang=&edition=full","pubTime":"2024-08-27 07:02","market":"sg","language":"en","title":"Apple's iPhone Event Is Coming on Sept. 9. It's a Big Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2462627946","media":"Dow Jones","summary":"September is right around the corner, and so is the next big Apple iPhone event.Apple investors and customers can finally mark their calendars -- the next iPhone launch event is officially scheduled for Sept. 9 at 1 p.m. EST.Apple usually hosts its product events in September, so Wall Street has been anxiously waiting for the company to officially announce the actual date. The company launches its newest products for the year at these events. Last September, Apple showed off the iPhone 15 and the Apple Watch Series 9.\"With anticipation from the Street and broader tech industry building for Apple's iPhone 16 AI driven launch in September, our recent Asia checks this week are giving us more confidence this upgrade cycle will kick off a long awaited renaissance of growth for Cupertino over the next year,\" Wedbush analyst Dan Ives wrote in a note on Aug. 11. He rates the stock as Outperform with a $285 price target.","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6215f9124ae7bdfeb8d4170c56c976b0\" alt=\"Apple iPhone event Sept. 9\" title=\"Apple iPhone event Sept. 9\" tg-width=\"929\" tg-height=\"523\"/><span>Apple iPhone event Sept. 9</span></p><p>September is right around the corner, and so is the next big Apple iPhone event.</p><p>Apple investors and customers can finally mark their calendars -- the next iPhone launch event is officially scheduled for Sept. 9 at 1 p.m. EST.</p><p>Apple usually hosts its product events in September, so Wall Street has been anxiously waiting for the company to officially announce the actual date. The company launches its newest products for the year at these events. Last September, Apple showed off the iPhone 15 and the Apple Watch Series 9.</p><p>This year&#39;s event will stand out against the most recent ones, though. Since the company&#39;s Worldwide Developers Conference in June, investors have looked for announcements on Apple Intelligence, the company&#39;s branded AI features.</p><p>The new AI updates will only be available to people with an iPhone 15 Pro, Pro Max, or future models. The expectation on Wall Street is that the new iPhones will lead to a major upgrade cycle from customers who want to have their own AI powered devices.</p><p>&#34;With anticipation from the Street and broader tech industry building for Apple&#39;s iPhone 16 AI driven launch in September, our recent Asia checks this week are giving us more confidence this upgrade cycle will kick off a long awaited renaissance of growth for Cupertino over the next year,&#34; Wedbush analyst Dan Ives wrote in a note on Aug. 11. He rates the stock as Outperform with a $285 price target.</p><p>On top of AI capabilities, the new phones could have larger screens, newer cameras and updated color options, according to a report from Bloomberg.</p><p>Apple needs the iPhone boost to keep investors happy. The smartphone is the largest revenue driver for Apple, but the company saw sales decline in 2023 from 2022 amid competition and a pressured consumer. iPhone sales are expected to fall again in 2024, but jump in 2025.</p><p>Importantly, though, fiscal third-quarter iPhone sales of $39.3 billion beat Wall Street estimates, and the installed base of active iOS devices reached a new high.</p><p>&#34;We expect a meaningful number of older iPhones in the installed base (combined with the introduction of Apple Intelligence) to drive an upgrade cycle from F25 onwards,&#34; wrote BofA Securities analyst Wamsi Mohan, who rates the stock as Buy with a $256 price target, on Aug. 1.</p><p>Shares of Apple were up 0.15% on Monday. The stock has gained 17% this year compared with the 18% increase of the S&amp;P 500.</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>Apple's iPhone Event Is Coming on Sept. 9. It's a Big Deal</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\">\nApple's iPhone Event Is Coming on Sept. 9. It's a Big Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-27 07:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6215f9124ae7bdfeb8d4170c56c976b0\" alt=\"Apple iPhone event Sept. 9\" title=\"Apple iPhone event Sept. 9\" tg-width=\"929\" tg-height=\"523\"/><span>Apple iPhone event Sept. 9</span></p><p>September is right around the corner, and so is the next big Apple iPhone event.</p><p>Apple investors and customers can finally mark their calendars -- the next iPhone launch event is officially scheduled for Sept. 9 at 1 p.m. EST.</p><p>Apple usually hosts its product events in September, so Wall Street has been anxiously waiting for the company to officially announce the actual date. The company launches its newest products for the year at these events. Last September, Apple showed off the iPhone 15 and the Apple Watch Series 9.</p><p>This year&#39;s event will stand out against the most recent ones, though. Since the company&#39;s Worldwide Developers Conference in June, investors have looked for announcements on Apple Intelligence, the company&#39;s branded AI features.</p><p>The new AI updates will only be available to people with an iPhone 15 Pro, Pro Max, or future models. The expectation on Wall Street is that the new iPhones will lead to a major upgrade cycle from customers who want to have their own AI powered devices.</p><p>&#34;With anticipation from the Street and broader tech industry building for Apple&#39;s iPhone 16 AI driven launch in September, our recent Asia checks this week are giving us more confidence this upgrade cycle will kick off a long awaited renaissance of growth for Cupertino over the next year,&#34; Wedbush analyst Dan Ives wrote in a note on Aug. 11. He rates the stock as Outperform with a $285 price target.</p><p>On top of AI capabilities, the new phones could have larger screens, newer cameras and updated color options, according to a report from Bloomberg.</p><p>Apple needs the iPhone boost to keep investors happy. The smartphone is the largest revenue driver for Apple, but the company saw sales decline in 2023 from 2022 amid competition and a pressured consumer. iPhone sales are expected to fall again in 2024, but jump in 2025.</p><p>Importantly, though, fiscal third-quarter iPhone sales of $39.3 billion beat Wall Street estimates, and the installed base of active iOS devices reached a new high.</p><p>&#34;We expect a meaningful number of older iPhones in the installed base (combined with the introduction of Apple Intelligence) to drive an upgrade cycle from F25 onwards,&#34; wrote BofA Securities analyst Wamsi Mohan, who rates the stock as Buy with a $256 price target, on Aug. 1.</p><p>Shares of Apple were up 0.15% on Monday. The stock has gained 17% this year compared with the 18% increase of the S&amp;P 500.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4571":"数字音乐概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4581":"高盛持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4170":"电脑硬件、储存设备及电脑周边","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4505":"高瓴资本持仓","BK4532":"文艺复兴科技持仓","BK4507":"流媒体概念","BK4573":"虚拟现实","BK4527":"明星科技股","AAPL":"苹果","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4534":"瑞士信贷持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4579":"人工智能","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4576":"AR","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4592":"伊斯兰概念","BK4588":"碎股","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4501":"段永平概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4575":"芯片概念","BK4585":"ETF&股票定投概念","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462627946","content_text":"Apple iPhone event Sept. 9September is right around the corner, and so is the next big Apple iPhone event.Apple investors and customers can finally mark their calendars -- the next iPhone launch event is officially scheduled for Sept. 9 at 1 p.m. EST.Apple usually hosts its product events in September, so Wall Street has been anxiously waiting for the company to officially announce the actual date. The company launches its newest products for the year at these events. Last September, Apple showed off the iPhone 15 and the Apple Watch Series 9.This year's event will stand out against the most recent ones, though. Since the company's Worldwide Developers Conference in June, investors have looked for announcements on Apple Intelligence, the company's branded AI features.The new AI updates will only be available to people with an iPhone 15 Pro, Pro Max, or future models. The expectation on Wall Street is that the new iPhones will lead to a major upgrade cycle from customers who want to have their own AI powered devices.\"With anticipation from the Street and broader tech industry building for Apple's iPhone 16 AI driven launch in September, our recent Asia checks this week are giving us more confidence this upgrade cycle will kick off a long awaited renaissance of growth for Cupertino over the next year,\" Wedbush analyst Dan Ives wrote in a note on Aug. 11. He rates the stock as Outperform with a $285 price target.On top of AI capabilities, the new phones could have larger screens, newer cameras and updated color options, according to a report from Bloomberg.Apple needs the iPhone boost to keep investors happy. The smartphone is the largest revenue driver for Apple, but the company saw sales decline in 2023 from 2022 amid competition and a pressured consumer. iPhone sales are expected to fall again in 2024, but jump in 2025.Importantly, though, fiscal third-quarter iPhone sales of $39.3 billion beat Wall Street estimates, and the installed base of active iOS devices reached a new high.\"We expect a meaningful number of older iPhones in the installed base (combined with the introduction of Apple Intelligence) to drive an upgrade cycle from F25 onwards,\" wrote BofA Securities analyst Wamsi Mohan, who rates the stock as Buy with a $256 price target, on Aug. 1.Shares of Apple were up 0.15% on Monday. The stock has gained 17% this year compared with the 18% increase of the S&P 500.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341170497466592,"gmtCreate":1724314128178,"gmtModify":1724314129720,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"厉害","listText":"厉害","text":"厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341170497466592","repostId":"335528628216232","repostType":1,"repost":{"id":335528628216232,"gmtCreate":1722952534297,"gmtModify":1723035603463,"author":{"id":"3546925022414459","authorId":"3546925022414459","name":"FrankAllin","avatar":"https://static.tigerbbs.com/c78dc014137382fcbd12cf93bd44ab6d","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546925022414459","authorIdStr":"3546925022414459"},"themes":[],"title":"记史诗级波动的一天","htmlText":"<a href=\"https://laohu8.com/U/3527667699676929\">@小虎交易笔记</a> 《实盘面对面》约稿从七月中旬以来，短短半个月时间，美股投资者就从天堂跌入地狱。极度恐慌的一天纳斯达克从高点回撤幅度超过15%，近三个交易日跌速明显加大。8月5日当天，开盘前的恐慌情绪达到了高潮，纳斯达克期指盘前最大跌幅达到了近8%，接近熔断位置。与此同时， <a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 狂飙150%到65的位置，为2020年疫情以来的最高。这一**跌的特点就是：突然，速度快且跌幅大，波动剧烈。总结下市场上的观点看来，有几大原因：1. 日元升值，导致原先已高度拥挤的日元套息交易进入到反向螺旋崩溃状态；2. 上周五非农数据大幅低于预期引发衰退担忧；3. 巴菲特对苹果的大额减持；4. 近期科技股财报大多不及预期；5. 对热战扩大化的担忧。个人观点，科技股尤其是半导体和ai相关板块的泡沫化是根本原因，而其后的推手，跟日元套系交易关系很大。日元加息扭转预期后，导致资金抽离，造成科技股剧烈波动，也符合杠杆市的特点。非农数据和巴菲特减持，不过是在本就摇摇欲坠的市场上踢上一脚。周一盘后，在恐慌情绪释放了一波同时，市场迎来了一波修复，vix也从65降到40左右的位置。市场见底了没有？这一波科技牛，很大程度是由杠杆推升的，随即的剧烈波动和大幅调整，也是杠杆带来的。大跌后，短期会有修复，但修复后怎么走还有待观察。在预期扭转之后，杠杆带来的正反馈有没有到头，目前还看不出来，后续仍然有大量科技股的财报，存在非常多的不确定性。在实际波动率没有收敛下来之前，我们很难说是否见底。近期市场大概率还是会处在高波动率的环境。&nbsp;个人操作反思尽管在上上周实盘面对面聊降息的时候","listText":"<a href=\"https://laohu8.com/U/3527667699676929\">@小虎交易笔记</a> 《实盘面对面》约稿从七月中旬以来，短短半个月时间，美股投资者就从天堂跌入地狱。极度恐慌的一天纳斯达克从高点回撤幅度超过15%，近三个交易日跌速明显加大。8月5日当天，开盘前的恐慌情绪达到了高潮，纳斯达克期指盘前最大跌幅达到了近8%，接近熔断位置。与此同时， <a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 狂飙150%到65的位置，为2020年疫情以来的最高。这一**跌的特点就是：突然，速度快且跌幅大，波动剧烈。总结下市场上的观点看来，有几大原因：1. 日元升值，导致原先已高度拥挤的日元套息交易进入到反向螺旋崩溃状态；2. 上周五非农数据大幅低于预期引发衰退担忧；3. 巴菲特对苹果的大额减持；4. 近期科技股财报大多不及预期；5. 对热战扩大化的担忧。个人观点，科技股尤其是半导体和ai相关板块的泡沫化是根本原因，而其后的推手，跟日元套系交易关系很大。日元加息扭转预期后，导致资金抽离，造成科技股剧烈波动，也符合杠杆市的特点。非农数据和巴菲特减持，不过是在本就摇摇欲坠的市场上踢上一脚。周一盘后，在恐慌情绪释放了一波同时，市场迎来了一波修复，vix也从65降到40左右的位置。市场见底了没有？这一波科技牛，很大程度是由杠杆推升的，随即的剧烈波动和大幅调整，也是杠杆带来的。大跌后，短期会有修复，但修复后怎么走还有待观察。在预期扭转之后，杠杆带来的正反馈有没有到头，目前还看不出来，后续仍然有大量科技股的财报，存在非常多的不确定性。在实际波动率没有收敛下来之前，我们很难说是否见底。近期市场大概率还是会处在高波动率的环境。&nbsp;个人操作反思尽管在上上周实盘面对面聊降息的时候","text":"@小虎交易笔记 《实盘面对面》约稿从七月中旬以来，短短半个月时间，美股投资者就从天堂跌入地狱。极度恐慌的一天纳斯达克从高点回撤幅度超过15%，近三个交易日跌速明显加大。8月5日当天，开盘前的恐慌情绪达到了高潮，纳斯达克期指盘前最大跌幅达到了近8%，接近熔断位置。与此同时， $标普500波动率指数(VIX)$ 狂飙150%到65的位置，为2020年疫情以来的最高。这一**跌的特点就是：突然，速度快且跌幅大，波动剧烈。总结下市场上的观点看来，有几大原因：1. 日元升值，导致原先已高度拥挤的日元套息交易进入到反向螺旋崩溃状态；2. 上周五非农数据大幅低于预期引发衰退担忧；3. 巴菲特对苹果的大额减持；4. 近期科技股财报大多不及预期；5. 对热战扩大化的担忧。个人观点，科技股尤其是半导体和ai相关板块的泡沫化是根本原因，而其后的推手，跟日元套系交易关系很大。日元加息扭转预期后，导致资金抽离，造成科技股剧烈波动，也符合杠杆市的特点。非农数据和巴菲特减持，不过是在本就摇摇欲坠的市场上踢上一脚。周一盘后，在恐慌情绪释放了一波同时，市场迎来了一波修复，vix也从65降到40左右的位置。市场见底了没有？这一波科技牛，很大程度是由杠杆推升的，随即的剧烈波动和大幅调整，也是杠杆带来的。大跌后，短期会有修复，但修复后怎么走还有待观察。在预期扭转之后，杠杆带来的正反馈有没有到头，目前还看不出来，后续仍然有大量科技股的财报，存在非常多的不确定性。在实际波动率没有收敛下来之前，我们很难说是否见底。近期市场大概率还是会处在高波动率的环境。 个人操作反思尽管在上上周实盘面对面聊降息的时候","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335528628216232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341168634413256,"gmtCreate":1724313672057,"gmtModify":1724313673573,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"厉害👍","listText":"厉害👍","text":"厉害👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341168634413256","repostId":"333769141837992","repostType":1,"repost":{"id":333769141837992,"gmtCreate":1722519589980,"gmtModify":1730904275146,"author":{"id":"3546925022414459","authorId":"3546925022414459","name":"FrankAllin","avatar":"https://static.tigerbbs.com/c78dc014137382fcbd12cf93bd44ab6d","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546925022414459","authorIdStr":"3546925022414459"},"themes":[],"htmlText":"I opened <a href=\"https://laohu8.com/OPT/MRNA 20240802 95.0 PUT\">$MRNA 20240802 95.0 PUT$&nbsp;</a> ,Overreacted","listText":"I opened <a href=\"https://laohu8.com/OPT/MRNA 20240802 95.0 PUT\">$MRNA 20240802 95.0 PUT$&nbsp;</a> ,Overreacted","text":"I opened $MRNA 20240802 95.0 PUT$ ,Overreacted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333769141837992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256516867489944,"gmtCreate":1703645282553,"gmtModify":1703645283795,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"q","listText":"q","text":"q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256516867489944","repostId":"256340975439888","repostType":1,"repost":{"id":256340975439888,"gmtCreate":1703610769838,"gmtModify":1703648134675,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"htmlText":"1、 <a href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a> 上涨理由类似梅西收购带动百货板块，自从日本制铁宣布收购<a href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a> 后我一直在观察金属板块趋势变动，然后等来了这张8000手的看涨期权大单 <a href=\"https://laohu8.com/OPT/AA%2020240216%2040.0%20CALL\">$AA 20240216 40.0 CALL$</a> 。不过从经验上讲，看涨期权大单有效性五五开，所以我还是会选择sell put： <a href=\"https://laohu8.com/OPT/AA%2020240119%2033.0%20PUT\">$AA 20240119 33.0 PUT$</a> 2、 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 空头终于出手了，2万手看跌大单 <a href=\"https://laohu8.com/OPT/MARA%2020240119%2025.0%20PUT\">$MARA 20240119 25.0 PUT$</a> 。不过我觉得平价行权价比较微妙，对于做空这种妖股来说价外期权杠杆更大，平价有种拿两天看跌不下去就平仓的那种意思。所以我也决定这么干，周五不跌就平仓。3、 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 很强势，竟然突破了，不知道是不是因为佩洛西带来的利好，总之因为上周做的是备兑所以等着到期行权，对操作没有进一步想法。","listText":"1、 <a href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a> 上涨理由类似梅西收购带动百货板块，自从日本制铁宣布收购<a href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a> 后我一直在观察金属板块趋势变动，然后等来了这张8000手的看涨期权大单 <a href=\"https://laohu8.com/OPT/AA%2020240216%2040.0%20CALL\">$AA 20240216 40.0 CALL$</a> 。不过从经验上讲，看涨期权大单有效性五五开，所以我还是会选择sell put： <a href=\"https://laohu8.com/OPT/AA%2020240119%2033.0%20PUT\">$AA 20240119 33.0 PUT$</a> 2、 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 空头终于出手了，2万手看跌大单 <a href=\"https://laohu8.com/OPT/MARA%2020240119%2025.0%20PUT\">$MARA 20240119 25.0 PUT$</a> 。不过我觉得平价行权价比较微妙，对于做空这种妖股来说价外期权杠杆更大，平价有种拿两天看跌不下去就平仓的那种意思。所以我也决定这么干，周五不跌就平仓。3、 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 很强势，竟然突破了，不知道是不是因为佩洛西带来的利好，总之因为上周做的是备兑所以等着到期行权，对操作没有进一步想法。","text":"1、 $美国铝业(AA)$ 上涨理由类似梅西收购带动百货板块，自从日本制铁宣布收购$美国钢铁(X)$ 后我一直在观察金属板块趋势变动，然后等来了这张8000手的看涨期权大单 $AA 20240216 40.0 CALL$ 。不过从经验上讲，看涨期权大单有效性五五开，所以我还是会选择sell put： $AA 20240119 33.0 PUT$ 2、 $Marathon Digital Holdings Inc(MARA)$ 空头终于出手了，2万手看跌大单 $MARA 20240119 25.0 PUT$ 。不过我觉得平价行权价比较微妙，对于做空这种妖股来说价外期权杠杆更大，平价有种拿两天看跌不下去就平仓的那种意思。所以我也决定这么干，周五不跌就平仓。3、 $英特尔(INTC)$ 很强势，竟然突破了，不知道是不是因为佩洛西带来的利好，总之因为上周做的是备兑所以等着到期行权，对操作没有进一步想法。","images":[{"img":"https://static.tigerbbs.com/265d340959c7e77b1d48edecee72d88a","width":"803","height":"1106"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256340975439888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254684201988168,"gmtCreate":1703215059921,"gmtModify":1703215061052,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254684201988168","repostId":"253985697615976","repostType":1,"repost":{"id":253985697615976,"gmtCreate":1703044531319,"gmtModify":1703044534936,"author":{"id":"253405562081531","authorId":"253405562081531","name":"yadiking","avatar":"https://static.tigerbbs.com/db24e03da104ffc0ee19c4e35f5c065c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"253405562081531","authorIdStr":"253405562081531"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp;","text":"$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/768dc7fa22fc33e91f12db33a5a9fd63","width":"904","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253985697615976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254340105461776,"gmtCreate":1703131055102,"gmtModify":1703131056138,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a><v-v data-views=\"0\"></v-v>必跌无疑","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a><v-v data-views=\"0\"></v-v>必跌无疑","text":"$高途(GOTU)$ 必跌无疑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254340105461776","isVote":1,"tweetType":1,"viewCount":3443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652414157,"gmtCreate":1684827986479,"gmtModify":1684828949585,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"期权是最容易致富的工具，没有之一","listText":"期权是最容易致富的工具，没有之一","text":"期权是最容易致富的工具，没有之一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652414157","isVote":1,"tweetType":1,"viewCount":1982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661716766,"gmtCreate":1664247920356,"gmtModify":1664248093497,"author":{"id":"3465794137699071","authorId":"3465794137699071","name":"测试账号1000","avatar":"https://static.tigerbbs.com/e57f0b369dbe1a2e8365ac24b00ac13e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465794137699071","authorIdStr":"3465794137699071"},"themes":[],"htmlText":"哈哈","listText":"哈哈","text":"哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661716766","repostId":"661896653","repostType":1,"repost":{"id":661896653,"gmtCreate":1663816927672,"gmtModify":1663816980299,"author":{"id":"3572992834142480","authorId":"3572992834142480","name":"全球投配","avatar":"https://static.tigerbbs.com/26a06ed99d4a807f2423321c19feb943","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572992834142480","authorIdStr":"3572992834142480"},"themes":[],"title":"环球新材国际受多家大行持续看好 北水表现依旧强势","htmlText":"自8月28日<a target=\"_blank\" href=\"https://laohu8.com/S/06616\">$环球新材国际(06616)$</a>&nbsp;披露2022年中期业绩以来，多家大行接连发布跟踪研究报告，持续看好环球新材国际未来增长趋势，纷纷维持“买入”评级，买入目标价在7港元至9.49港元区间，对比截至9月16日（周五）收盘价报3.96港元/股，仍有约77%至147%的上涨空间。大行一致的肯定也是基于公司上半年持续亮眼的业绩表现；2022年上半年环球新材国际收入3.8亿元，同比增长24%。其中代表高端产品的合成云母基材的珠光颜料收入达1.5亿元，同比增长32%，公司的产品结构持续改善。天然云母基材的珠光颜料收入2亿元，同比增长17%。合成云母粉收入同比增长774%，主要是公司增加了合成云母产能，向一部分终端客户销售，用于做生产功能性填料、绝缘材料、耐火材料及镍氢电池的原料，未来收入有望快速持续增长。公司在合成云母领域拥有独家技术优势，是行业中唯一可以对合成云母产线进行大规模扩产的企业，未来也将进一步享受合成云母技术带来的巨大潜在收益。因此，公司业绩持续稳定的增长态势、多家大行的一致性看好，再加上当前超低的估值水平和触底的股价，这对于投资者而言无疑是极具潜力与诱惑力的投资标的。 南下资金抢占先机环球新材国际作为一名港股通新贵，其在细分行业的领先地位与在港上市企业细分行业的稀缺性优势，使得环球新材国际一直受到全球各路资金的关注，尤其是自2月底纳入港股通标的以来，便持续受到南下资金的不断增持。自3月30日环球新材国际披露2021年度业绩以来，南下资金通过港股通持有环球新材国际自由流通股本从2.61%增加至目前的13.72%，持股量超9700万股，持股市值近4亿港元。 数据源自Wind 在南下资金连续净流入的背后，有以下几点原因。首先，2022年仍是以经济复","listText":"自8月28日<a target=\"_blank\" href=\"https://laohu8.com/S/06616\">$环球新材国际(06616)$</a>&nbsp;披露2022年中期业绩以来，多家大行接连发布跟踪研究报告，持续看好环球新材国际未来增长趋势，纷纷维持“买入”评级，买入目标价在7港元至9.49港元区间，对比截至9月16日（周五）收盘价报3.96港元/股，仍有约77%至147%的上涨空间。大行一致的肯定也是基于公司上半年持续亮眼的业绩表现；2022年上半年环球新材国际收入3.8亿元，同比增长24%。其中代表高端产品的合成云母基材的珠光颜料收入达1.5亿元，同比增长32%，公司的产品结构持续改善。天然云母基材的珠光颜料收入2亿元，同比增长17%。合成云母粉收入同比增长774%，主要是公司增加了合成云母产能，向一部分终端客户销售，用于做生产功能性填料、绝缘材料、耐火材料及镍氢电池的原料，未来收入有望快速持续增长。公司在合成云母领域拥有独家技术优势，是行业中唯一可以对合成云母产线进行大规模扩产的企业，未来也将进一步享受合成云母技术带来的巨大潜在收益。因此，公司业绩持续稳定的增长态势、多家大行的一致性看好，再加上当前超低的估值水平和触底的股价，这对于投资者而言无疑是极具潜力与诱惑力的投资标的。 南下资金抢占先机环球新材国际作为一名港股通新贵，其在细分行业的领先地位与在港上市企业细分行业的稀缺性优势，使得环球新材国际一直受到全球各路资金的关注，尤其是自2月底纳入港股通标的以来，便持续受到南下资金的不断增持。自3月30日环球新材国际披露2021年度业绩以来，南下资金通过港股通持有环球新材国际自由流通股本从2.61%增加至目前的13.72%，持股量超9700万股，持股市值近4亿港元。 数据源自Wind 在南下资金连续净流入的背后，有以下几点原因。首先，2022年仍是以经济复","text":"自8月28日$环球新材国际(06616)$ 披露2022年中期业绩以来，多家大行接连发布跟踪研究报告，持续看好环球新材国际未来增长趋势，纷纷维持“买入”评级，买入目标价在7港元至9.49港元区间，对比截至9月16日（周五）收盘价报3.96港元/股，仍有约77%至147%的上涨空间。大行一致的肯定也是基于公司上半年持续亮眼的业绩表现；2022年上半年环球新材国际收入3.8亿元，同比增长24%。其中代表高端产品的合成云母基材的珠光颜料收入达1.5亿元，同比增长32%，公司的产品结构持续改善。天然云母基材的珠光颜料收入2亿元，同比增长17%。合成云母粉收入同比增长774%，主要是公司增加了合成云母产能，向一部分终端客户销售，用于做生产功能性填料、绝缘材料、耐火材料及镍氢电池的原料，未来收入有望快速持续增长。公司在合成云母领域拥有独家技术优势，是行业中唯一可以对合成云母产线进行大规模扩产的企业，未来也将进一步享受合成云母技术带来的巨大潜在收益。因此，公司业绩持续稳定的增长态势、多家大行的一致性看好，再加上当前超低的估值水平和触底的股价，这对于投资者而言无疑是极具潜力与诱惑力的投资标的。 南下资金抢占先机环球新材国际作为一名港股通新贵，其在细分行业的领先地位与在港上市企业细分行业的稀缺性优势，使得环球新材国际一直受到全球各路资金的关注，尤其是自2月底纳入港股通标的以来，便持续受到南下资金的不断增持。自3月30日环球新材国际披露2021年度业绩以来，南下资金通过港股通持有环球新材国际自由流通股本从2.61%增加至目前的13.72%，持股量超9700万股，持股市值近4亿港元。 数据源自Wind 在南下资金连续净流入的背后，有以下几点原因。首先，2022年仍是以经济复","images":[{"img":"https://static.tigerbbs.com/115f3fe64488f8682983e900c9b78d77","width":"551","height":"191"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661896653","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}