piamo的个人主页 - 老虎社区

piamo

piamo

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IP属地：北京

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0勋章

2023-05-26

都没我持久🐶，持仓一年直接 100%盈利

抱歉，原内容已删除

2022-05-20

诚信呢，当初谈的好好的生意又反悔？

被曝性骚扰空姐，还支付25万美元封口费？马斯克怒了

2022-02-28

我信你个鬼，你这个券商坏得狠

抱歉，原内容已删除

2022-01-13

利润率真高

抱歉，原内容已删除

2021-12-15

$小米集团-W(01810)$毫无底线？？

2021-12-13

懂了，这就做空

抱歉，原内容已删除

2021-07-06

$英伟达(NVDA)$1拆4，牛逼

2021-01-29

$跟谁学(GSX)$成熟的美国市场？我笑了

2021-01-12

$小鹏汽车(XPEV)$今天可以打住了，明天继续，大伙儿也该困觉了

2021-01-12

$小鹏汽车(XPEV)$不要停，雅蠛蝶！

2020-12-01

狗庄造势做空低吸，giao

三季报超预期、各项指标利好，为何Zoom盘后重挫？

2020-08-13

一句话新闻？就这？

抱歉，原内容已删除

2020-08-04

fb要不考虑下？就不用再去竞争抄袭啥的了

抱歉，原内容已删除

2020-07-10

20出，不亏

2020-07-10

$趣活(QH)$虽然是冷门股，看到前面打新收益那么高，大家都来凑热闹，所以就撑大了分母呗

去老虎APP查看更多动态

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href=\"https://mp.weixin.qq.com/s/7bGnfhR-Crg7POpz2XIoxQ\">Web 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ESG指数中移除。理由是目前特斯拉正受到的种族歧视指控，以及正在接受监管机构对其自动驾驶相关车祸的调查。对此，特斯拉CEO埃隆·马斯克连发多条推特反击，直呼ESG是一个骗局，并称标准普尔全球评级没有职业操守。在推文中，马斯克引用了一张讽刺ESG是对左翼分子的迎合，并表示，“特斯拉对环境的贡献远超其他公司。”图片来源：视觉中国-VCG111307816275在另一条推文中，他写道，“埃克森（埃克森美孚，全球石油天然气巨头）位列环境、社会和公司治理（ESG）全球十佳，然而特斯拉压根不在名单上！ESG是一场骗局。它已成为虚假的社会正义战士的武器。”这是近一个月马斯克第二次炮轰ESG，4月初，因为一些石油公司的ESG评级高过特斯拉，马斯克抨击ESG评级虚假且毫无意义。紧接着，特斯拉的一位董事会成员对马斯克上述言论进行澄清时说到，特斯拉并不是在谴责ESG投资，而是敦促ESG评级可以公平地评估企业的积极影响和消极影响，目前的评级往往侧重于减少消极影响，而忽视了积极影响。官网显示，标普500 ESG于2019年推出。标普500 ESG指数选股考虑了标普道琼斯指数ESG评分、市值因素等，标普500 ESG指数的目标是广泛覆盖标普500指数中的各类公司，保持相近的回报水平，同时提供更好的ESG特征。特斯拉股价较最高点跌超40%“最牛散户”呼吁回购股票当地时间5月19日，特斯拉股价盘前再度跌破700美元关口，截至当日收盘，特斯拉股价微跌0.05%，报709.42美元/股。特斯拉目前股价距离去年11月的历史高点1243.49美元/股下跌幅度已经超过40%。据证券时报报道，特斯拉股价持续下跌，被称为特斯拉“最牛散户”的亿万富翁Leo Koguan（廖凯原）周四在社交媒体上呼吁，鉴于公司股价持续下跌，特斯拉应立即宣布回购150亿美元（约合1000亿人民币）股票的计划。Leo Koguan（廖凯原）在给特斯拉投资者关系高级总监的Martin 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10:24","market":"us","language":"zh","title":"三季报超预期、各项指标利好，为何Zoom盘后重挫？","url":"https://stock-news.laohu8.com/highlight/detail?id=1172222954","media":"华尔街见闻","summary":"11月30日周一美股盘后，疫情期间远程工作领域的领头羊、云视频会议供应商Zoom发布了截至10月31日的2021财年第三财季（2020自然年8至10月）业绩报告。尽管公司维持了收入的高速增长，与每股盈","content":"<p>11月30日周一美股盘后，疫情期间远程工作领域的领头羊、云视频会议供应商<a href=\"https://laohu8.com/S/ZM\">Zoom</a>发布了截至10月31日的2021财年第三财季（2020自然年8至10月）业绩报告。</p><p>尽管公司维持了收入的高速增长，与每股盈利一道远超市场预期，但三季度营收成本高于预期，而且新冠疫苗出炉后，后疫情时代的远程工作/学习前景未定，盘后股价一度重挫近8%。</p><p>财报发布前，Zoom周一收涨1.4%，报收478.36美元，2020年至今累涨603%，2019年底报收68.04美元，同期标普500指数累涨12%。公司于2019年4月上市，IPO价格为每股36美元。</p><p><img src=\"https://static.tigerbbs.com/1bffc8f6e9c048231601dfcc7087b490\" tg-width=\"840\" tg-height=\"470\"></p><p>进入11月以来，随着新冠候选疫苗的乐观消息陆续出炉，居家经济最大的受益者之一Zoom股价从10月下旬所创史高近590美元回落，11月以来累涨3.8%，不如标普500大盘和罗素2000小盘股指数表现。覆盖该股的30位分析师有12人建议买入，4人建议卖出，12人持中性评级。</p><p><b>Zoom营收增幅连续两个季度超300%，GAAP净利润大增89倍，用户指标好于预期</b></p><p>财报显示，Zoom在财年三季度的总净营收7.772亿美元，较去年同期的1.67亿美元同比增长逾365%，较二季度的6.64亿美元环比增长17%，显著高于市场预期的6.94亿美元（或同比增长317%），也高于公司此前的官方指引6.85亿至6.90亿美元。</p><p><b>这是Zoom营收同比增幅连续第二个季度超过300%，</b>公司2021财年第二财季（2020自然年5至7月）和第一财季的营收同比增幅曾分别为355%和169%。</p><p>当季非GAAP项下经调整后每股收益0.99美元，同样显著市场预期的0.76美元，去年同期为0.09美元，当前财年二季度为0.92美元，公司此前的官方指引为0.73至0.74美元。</p><p><b>在关键的用户指标方面</b>，截至2021财年第三财季末，雇员超过10人的客户数量约为43.37万，高于市场预期的38.67万，较去年同期的7.41万增长485%，与二季度的同比增幅458%基本持平。过去12个月，1289个客户贡献了超过10万美元收入，较去年同期的546个增长136%，二季度的同比增幅约112%。雇员超10人的客户过去12个月净美元扩张率连续十个季度超过130%。</p><p>此外，当季GAAP运营利润为1.92亿美元，去年同期的GAAP运营亏损为170万美元，不按照美国通用会计准则（不计入股权奖励支出和相关工资税、并购相关支出等），非GAAP运营利润为2.91亿美元，高于公司官方指引的2.25亿至2.30亿美元，去年同期为2130万美元。</p><p><b>当季归属于普通股股东的GAAP净利润为1.984亿美元，较去年同期的220万美元大幅增长89倍，</b>当前财年二季度为1.857亿美元；非GAAP净利润2.972亿美元，是去年同期2520万美元的近12倍，当前财年二季度为2.75亿美元。</p><p><b>四季度和全年业绩指引超预期，公司承认市场最大担忧——四季度的营收增速开始放缓</b></p><p>不过，三季度的营收成本为2.587亿美元，高于分析师预期的1.959亿美元。截至2020年10月31日所持的现金及其等价物为19亿美元，当季来自业务运营活动的净现金为4.115亿美元，略高于第二财季的4.013亿美元，自由现金流为3.882亿美元，二季度为3.734亿美元。</p><p><img src=\"https://static.tigerbbs.com/c945b7a0e5dedac12d54e68934f41b90\" tg-width=\"716\" tg-height=\"476\"></p><p>Zoom的业绩指引同样好于预期。预计当前财年第四财季营收8.06亿至8.11亿美元，市场预期7.19亿美元；预计调整后EPS为每股收益0.77至0.79美元，市场预期0.62美元。预计2021财年调整后EPS为2.85至2.87美元，高于市场和公司此前预测的2.40至2.47美元，总营收为25.75亿至25.80亿美元，等于同比增314%，高于二季报时官方指引的23.7亿至23.9亿美元。</p><p>Zoom创始人兼首席执行官袁征（Eric Yuan）在财报声明中表示，继续关注客户和社区在当前环境中的沟通需求，Zoom将成为远程办公新常态下的重要工具：“我们渴望提供最具创新、安全、可靠和高质量的通信平台，以帮助人们在Zoom上进行连接、协作、创建和学习。”</p><p>分析指出，<b>公司对四季度的营收预期等于同比增长329%，虽然将是连续第三个季度增幅超300%，但较前两个季度增幅放缓</b>。这似乎印证了一些投资者对后疫情时代Zoom业绩急速降温的预期。</p><p>据Refinitiv对分析师的调查，在明年1月结束的2021财年第四财季中，Zoom预计将保持288%的强劲营收增长，再下一财季增幅达116%。随后这一增速将急剧放缓，最终回落至两位数百分比。</p><p><b>后疫情时代收入难暴涨，今年业绩太好演化成高基准，真正挑战或在明年下半年</b></p><p>一方面，Zoom今年股价飙涨反映了远程办公是为数不多的受疫情提振行业，公司已从快速增长的云软件应用程序供应商，转变为上班族、学生和虚拟聚会都爱使用的家用科技提供商。</p><p>但随着新冠疫苗推出令人们的工作、学习与生活回归正轨，<b>Zoom的真正挑战可能是2021年下半年，届时今年的利好业绩会演化为较高基准，令动辄超300%的涨幅不复存在。</b></p><p>在11月9日<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>首次表示其候选疫苗显示出90%的有效率后，Zoom股价当天曾暴跌17%，可能遭遇的后疫情时代影响可见一斑。目前，Zoom股价仍较10月下旬触及的历史高点跌超16%。</p><p>但也有观点认为投资者不免过虑。瑞穗证券分析师Siti Panigrahi称，即使在后疫情时代，以Zoom为代表的新兴科技公司仍将受益匪浅，因为其视频会议解决方案已成为企业在疫情期间沟通的关键组成部分，“疫情还使人们认识到，这款产品在未来新常态工作场所中的长期重要性。”</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Meta Marshall也认为，Zoom近期股价下跌为财报后的反弹提供了更多空间，但维持“与大盘持平”评级，并对市场已经计价入的长期增长假设持谨慎态度。</p><p><b>在她的悲观假设中，如果大型竞争对手以极具吸引力的价格进入远程办公领域，Zoom的目标价将跌至210美元</b>。Zoom正面临来自<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>日益激烈的竞争，后者在最近几个月加强了各自的视频会议产品，并且在价格上变得更加激进。</p>","source":"highlight_wallstreetcn","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\" 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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三季报超预期、各项指标利好，为何Zoom盘后重挫？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-01 10:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3612033><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月30日周一美股盘后，疫情期间远程工作领域的领头羊、云视频会议供应商Zoom发布了截至10月31日的2021财年第三财季（2020自然年8至10月）业绩报告。尽管公司维持了收入的高速增长，与每股盈利一道远超市场预期，但三季度营收成本高于预期，而且新冠疫苗出炉后，后疫情时代的远程工作/学习前景未定，盘后股价一度重挫近8%。财报发布前，Zoom周一收涨1.4%，报收478.36美元，2020年至今...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3612033\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c33fdf528fbdebeba37fd9befe492c1d","relate_stocks":{"ZM":"Zoom"},"source_url":"https://wallstreetcn.com/articles/3612033","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1172222954","content_text":"11月30日周一美股盘后，疫情期间远程工作领域的领头羊、云视频会议供应商Zoom发布了截至10月31日的2021财年第三财季（2020自然年8至10月）业绩报告。尽管公司维持了收入的高速增长，与每股盈利一道远超市场预期，但三季度营收成本高于预期，而且新冠疫苗出炉后，后疫情时代的远程工作/学习前景未定，盘后股价一度重挫近8%。财报发布前，Zoom周一收涨1.4%，报收478.36美元，2020年至今累涨603%，2019年底报收68.04美元，同期标普500指数累涨12%。公司于2019年4月上市，IPO价格为每股36美元。进入11月以来，随着新冠候选疫苗的乐观消息陆续出炉，居家经济最大的受益者之一Zoom股价从10月下旬所创史高近590美元回落，11月以来累涨3.8%，不如标普500大盘和罗素2000小盘股指数表现。覆盖该股的30位分析师有12人建议买入，4人建议卖出，12人持中性评级。Zoom营收增幅连续两个季度超300%，GAAP净利润大增89倍，用户指标好于预期财报显示，Zoom在财年三季度的总净营收7.772亿美元，较去年同期的1.67亿美元同比增长逾365%，较二季度的6.64亿美元环比增长17%，显著高于市场预期的6.94亿美元（或同比增长317%），也高于公司此前的官方指引6.85亿至6.90亿美元。这是Zoom营收同比增幅连续第二个季度超过300%，公司2021财年第二财季（2020自然年5至7月）和第一财季的营收同比增幅曾分别为355%和169%。当季非GAAP项下经调整后每股收益0.99美元，同样显著市场预期的0.76美元，去年同期为0.09美元，当前财年二季度为0.92美元，公司此前的官方指引为0.73至0.74美元。在关键的用户指标方面，截至2021财年第三财季末，雇员超过10人的客户数量约为43.37万，高于市场预期的38.67万，较去年同期的7.41万增长485%，与二季度的同比增幅458%基本持平。过去12个月，1289个客户贡献了超过10万美元收入，较去年同期的546个增长136%，二季度的同比增幅约112%。雇员超10人的客户过去12个月净美元扩张率连续十个季度超过130%。此外，当季GAAP运营利润为1.92亿美元，去年同期的GAAP运营亏损为170万美元，不按照美国通用会计准则（不计入股权奖励支出和相关工资税、并购相关支出等），非GAAP运营利润为2.91亿美元，高于公司官方指引的2.25亿至2.30亿美元，去年同期为2130万美元。当季归属于普通股股东的GAAP净利润为1.984亿美元，较去年同期的220万美元大幅增长89倍，当前财年二季度为1.857亿美元；非GAAP净利润2.972亿美元，是去年同期2520万美元的近12倍，当前财年二季度为2.75亿美元。四季度和全年业绩指引超预期，公司承认市场最大担忧——四季度的营收增速开始放缓不过，三季度的营收成本为2.587亿美元，高于分析师预期的1.959亿美元。截至2020年10月31日所持的现金及其等价物为19亿美元，当季来自业务运营活动的净现金为4.115亿美元，略高于第二财季的4.013亿美元，自由现金流为3.882亿美元，二季度为3.734亿美元。Zoom的业绩指引同样好于预期。预计当前财年第四财季营收8.06亿至8.11亿美元，市场预期7.19亿美元；预计调整后EPS为每股收益0.77至0.79美元，市场预期0.62美元。预计2021财年调整后EPS为2.85至2.87美元，高于市场和公司此前预测的2.40至2.47美元，总营收为25.75亿至25.80亿美元，等于同比增314%，高于二季报时官方指引的23.7亿至23.9亿美元。Zoom创始人兼首席执行官袁征（Eric Yuan）在财报声明中表示，继续关注客户和社区在当前环境中的沟通需求，Zoom将成为远程办公新常态下的重要工具：“我们渴望提供最具创新、安全、可靠和高质量的通信平台，以帮助人们在Zoom上进行连接、协作、创建和学习。”分析指出，公司对四季度的营收预期等于同比增长329%，虽然将是连续第三个季度增幅超300%，但较前两个季度增幅放缓。这似乎印证了一些投资者对后疫情时代Zoom业绩急速降温的预期。据Refinitiv对分析师的调查，在明年1月结束的2021财年第四财季中，Zoom预计将保持288%的强劲营收增长，再下一财季增幅达116%。随后这一增速将急剧放缓，最终回落至两位数百分比。后疫情时代收入难暴涨，今年业绩太好演化成高基准，真正挑战或在明年下半年一方面，Zoom今年股价飙涨反映了远程办公是为数不多的受疫情提振行业，公司已从快速增长的云软件应用程序供应商，转变为上班族、学生和虚拟聚会都爱使用的家用科技提供商。但随着新冠疫苗推出令人们的工作、学习与生活回归正轨，Zoom的真正挑战可能是2021年下半年，届时今年的利好业绩会演化为较高基准，令动辄超300%的涨幅不复存在。在11月9日辉瑞首次表示其候选疫苗显示出90%的有效率后，Zoom股价当天曾暴跌17%，可能遭遇的后疫情时代影响可见一斑。目前，Zoom股价仍较10月下旬触及的历史高点跌超16%。但也有观点认为投资者不免过虑。瑞穗证券分析师Siti Panigrahi称，即使在后疫情时代，以Zoom为代表的新兴科技公司仍将受益匪浅，因为其视频会议解决方案已成为企业在疫情期间沟通的关键组成部分，“疫情还使人们认识到，这款产品在未来新常态工作场所中的长期重要性。”摩根士丹利分析师Meta 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ETF</a>的投资者大多没有从英伟达年内暴涨159.90%中受益。</p><p>今年2月，英伟达的股价为234美元，预期市盈率约50倍，伍德当时表示估值“非常高”。</p><p>伍德在2月27日接受采访时表示，“我们看好英伟达，我们认为它将是一只好股票。英伟达被定价了——它是一家人工智能公司。”“我们的旗舰基金一直在巩固我们最看好的股票，这在一定程度上与估值有关。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25c9b3d9b94bed1f8d12d491f307c0a5\" title=\"\" tg-width=\"953\" tg-height=\"533\"/></p><p>伍德长期以来一直看好英伟达，但她对该股的信心有时会动摇。</p><p>当ARKK于2014年成立时，英伟达是该基金的主要持股之一。数据显示，自ARKK成立以来，在该基金112%的总回报率中，英伟达贡献了13%，仅次于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Grayscale Bitcoin Trust(GBTC.US)和Invitae(NVTA.US)。</p><p>数据显示，去年10月，当英伟达开始从2020年8月以来的最低水平反弹时，ARKK持有超过75万股英伟达股票。伍德在去年11月底将该头寸减持至略低于3.9万股，到1月中旬将其降至零。</p><p>尽管ARK专注于颠覆性创新领域，但其旗舰基金几乎没有持有今年飙升的人工智能相关股票。周四，ARKK基金下跌3%，而英伟达飙升25%，纳斯达克100指数上涨2.4%。</p><p>“这是集中型主动基金经理的一个风险——他们错过了一个主题，或在这个主题中错过了正确的股票，”Strategas ETF策略师Todd Sohn表示。</p></body></html>","source":"stock_zhitongcaijing","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>最大“冤大头”木头姐！旗舰基金“提前下车”1月清仓英伟达，错失5600亿美元大反弹</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n最大“冤大头”木头姐！旗舰基金“提前下车”1月清仓英伟达，错失5600亿美元大反弹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 09:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/936145.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。ARK投资管理公司创始人、“木头姐”凯茜•伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股价。自伍德抛售英伟达股票以来，这家芯片制造商的市值增加了约5600亿美元，其中2000亿美元是在该公司公布超预期业绩后一夜之间飙升的。尽管伍德旗下几只规模较小的基金都持有英伟达股票，但旗舰产品ARK ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/936145.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","NVDA":"英伟达","BK4551":"寇图资本持仓","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) 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INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4587":"ChatGPT概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4527":"明星科技股","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4543":"AI","BK4550":"红杉资本持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0079474960.USD":"联博美国增长基金A","BK4503":"景林资产持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/936145.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338763147","content_text":"伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。ARK投资管理公司创始人、“木头姐”凯茜•伍德的旗舰交易所交易基金在1月初清仓所持英伟达股份。然后，人工智能热潮来了，推高了该股及其他大型科技股的股价。自伍德抛售英伟达股票以来，这家芯片制造商的市值增加了约5600亿美元，其中2000亿美元是在该公司公布超预期业绩后一夜之间飙升的。尽管伍德旗下几只规模较小的基金都持有英伟达股票，但旗舰产品ARK Innovation ETF的投资者大多没有从英伟达年内暴涨159.90%中受益。今年2月，英伟达的股价为234美元，预期市盈率约50倍，伍德当时表示估值“非常高”。伍德在2月27日接受采访时表示，“我们看好英伟达，我们认为它将是一只好股票。英伟达被定价了——它是一家人工智能公司。”“我们的旗舰基金一直在巩固我们最看好的股票，这在一定程度上与估值有关。”伍德长期以来一直看好英伟达，但她对该股的信心有时会动摇。当ARKK于2014年成立时，英伟达是该基金的主要持股之一。数据显示，自ARKK成立以来，在该基金112%的总回报率中，英伟达贡献了13%，仅次于特斯拉、Grayscale Bitcoin Trust(GBTC.US)和Invitae(NVTA.US)。数据显示，去年10月，当英伟达开始从2020年8月以来的最低水平反弹时，ARKK持有超过75万股英伟达股票。伍德在去年11月底将该头寸减持至略低于3.9万股，到1月中旬将其降至零。尽管ARK专注于颠覆性创新领域，但其旗舰基金几乎没有持有今年飙升的人工智能相关股票。周四，ARKK基金下跌3%，而英伟达飙升25%，纳斯达克100指数上涨2.4%。“这是集中型主动基金经理的一个风险——他们错过了一个主题，或在这个主题中错过了正确的股票，”Strategas ETF策略师Todd Sohn表示。","news_type":1},"isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103012405740810","authorId":"4103012405740810","name":"啊啦雷","avatar":"https://static.tigerbbs.com/59d6bc0eecd5e2ab29d590759c3fdfd3","crmLevel":4,"crmLevelSwitch":1},"content":"牛，我是错过最低点了，315买的，380卖的","text":"牛，我是错过最低点了，315买的，380卖的","html":"牛，我是错过最低点了，315买的，380卖的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636555139,"gmtCreate":1646021558992,"gmtModify":1646021558992,"author":{"id":"3473388850605544","authorId":"3473388850605544","name":"piamo","avatar":"https://static.tigerbbs.com/6990b5e10349abd2ce126cdff2811e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我信你个鬼，你这个券商坏得狠","listText":"我信你个鬼，你这个券商坏得狠","text":"我信你个鬼，你这个券商坏得狠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636555139","repostId":"1120790445","repostType":2,"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332758598,"gmtCreate":1610465309114,"gmtModify":1703744595211,"author":{"id":"3473388850605544","authorId":"3473388850605544","name":"piamo","avatar":"https://static.tigerbbs.com/6990b5e10349abd2ce126cdff2811e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>不要停，雅蠛蝶！","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>不要停，雅蠛蝶！","text":"$小鹏汽车(XPEV)$不要停，雅蠛蝶！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332758598","isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945655074,"gmtCreate":1596552574898,"gmtModify":1704212672418,"author":{"id":"3473388850605544","authorId":"3473388850605544","name":"piamo","avatar":"https://static.tigerbbs.com/6990b5e10349abd2ce126cdff2811e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"fb要不考虑下？就不用再去竞争抄袭啥的了","listText":"fb要不考虑下？就不用再去竞争抄袭啥的了","text":"fb要不考虑下？就不用再去竞争抄袭啥的了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/945655074","repostId":"1164154197","repostType":4,"repost":{"id":"1164154197","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":1596551650,"share":"https://www.laohu8.com/m/news/1164154197?lang=&edition=full","pubTime":"2020-08-04 22:34","market":"us","language":"zh","title":"消息称苹果对收购Tiktok表达兴趣， 股价短线拉升1.55%","url":"https://stock-news.laohu8.com/highlight/detail?id=1164154197","media":"老虎资讯综合","summary":"据Axios，苹果公司对收购Tiktok表达了浓厚的兴趣。 苹果股价短线拉升，现涨1.55%。\n\nAxios后续报道称，苹果公司表示没有就收购Tiktok进行磋商。苹果涨幅收窄至1%。\n\n\n\n此前微软表示，将继续就收购TikTok美国业务进行谈判，公司CEO与特朗普就此进行了讨论，将加快谈判速度，以求不晚于9月15日前完成商谈，可能会邀请其他美国投资者参与该收购案。协议还将包括Tiktok加拿大，新西兰和澳大利亚的业务。\n\n当地时间8月3日，特朗普表示，除非达成出售在美业务的协议，否则TikTok将在9月15日之前关闭其在美国的业务。","content":"<p>据Axios，苹果公司对收购Tiktok表达了浓厚的兴趣。 苹果股价短线拉升，现涨1.55%。</p><p>Axios后续报道称，苹果公司表示没有就收购Tiktok进行磋商。苹果涨幅收窄至1%。</p><p><img src=\"https://static.tigerbbs.com/2c58bc9982caca9a87b699eb67769878\" tg-width=\"840\" tg-height=\"470\"></p><p>此前微软表示，将继续就收购TikTok美国业务进行谈判，公司CEO与特朗普就此进行了讨论，将加快谈判速度，以求不晚于9月15日前完成商谈，可能会邀请其他美国投资者参与该收购案。协议还将包括Tiktok加拿大，新西兰和澳大利亚的业务。</p><p>当地时间8月3日，特朗普表示，除非达成出售在美业务的协议，否则TikTok将在9月15日之前关闭其在美国的业务。</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>消息称苹果对收购Tiktok表达兴趣， 股价短线拉升1.55%</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{ 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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消息称苹果对收购Tiktok表达兴趣， 股价短线拉升1.55%\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\">2020-08-04 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据Axios，苹果公司对收购Tiktok表达了浓厚的兴趣。 苹果股价短线拉升，现涨1.55%。</p><p>Axios后续报道称，苹果公司表示没有就收购Tiktok进行磋商。苹果涨幅收窄至1%。</p><p><img src=\"https://static.tigerbbs.com/2c58bc9982caca9a87b699eb67769878\" tg-width=\"840\" tg-height=\"470\"></p><p>此前微软表示，将继续就收购TikTok美国业务进行谈判，公司CEO与特朗普就此进行了讨论，将加快谈判速度，以求不晚于9月15日前完成商谈，可能会邀请其他美国投资者参与该收购案。协议还将包括Tiktok加拿大，新西兰和澳大利亚的业务。</p><p>当地时间8月3日，特朗普表示，除非达成出售在美业务的协议，否则TikTok将在9月15日之前关闭其在美国的业务。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/980522969e8f077e22524fe91f48fecd","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164154197","content_text":"据Axios，苹果公司对收购Tiktok表达了浓厚的兴趣。 苹果股价短线拉升，现涨1.55%。Axios后续报道称，苹果公司表示没有就收购Tiktok进行磋商。苹果涨幅收窄至1%。此前微软表示，将继续就收购TikTok美国业务进行谈判，公司CEO与特朗普就此进行了讨论，将加快谈判速度，以求不晚于9月15日前完成商谈，可能会邀请其他美国投资者参与该收购案。协议还将包括Tiktok加拿大，新西兰和澳大利亚的业务。当地时间8月3日，特朗普表示，除非达成出售在美业务的协议，否则TikTok将在9月15日之前关闭其在美国的业务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157369789,"gmtCreate":1625566530441,"gmtModify":1625566530441,"author":{"id":"3473388850605544","authorId":"3473388850605544","name":"piamo","avatar":"https://static.tigerbbs.com/6990b5e10349abd2ce126cdff2811e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>1拆4，牛逼","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>1拆4，牛逼","text":"$英伟达(NVDA)$1拆4，牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157369789","isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947625593,"gmtCreate":1597318669312,"gmtModify":1704215323754,"author":{"id":"3473388850605544","authorId":"3473388850605544","name":"piamo","avatar":"https://static.tigerbbs.com/6990b5e10349abd2ce126cdff2811e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"一句话新闻？就这？","listText":"一句话新闻？就这？","text":"一句话新闻？就这？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/947625593","repostId":"1162650259","repostType":4,"repost":{"id":"1162650259","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":1597318529,"share":"https://www.laohu8.com/m/news/1162650259?lang=&edition=full","pubTime":"2020-08-13 19:35","market":"sh","language":"zh","title":"商汤科技考虑在内地及香港进行IP0，估值100亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1162650259","media":"老虎资讯综合","summary":"商汤科技成立于2014年，是国内领先的人工智能算法服务商之一。","content":"<p>8月13日消息，中国人工智能领先公司商汤科技据称考虑在中国内地及香港两地进行IP0。</p><p>今年以来，国内科技龙头掀起上市热潮。作为“CV四小龙”之一的商汤科技，已多次被传计划上市。若成功IPO，相关参股公司及概念股将直接受益。</p><p>8月3日，据媒体报道，<b>商汤科技考虑在最近一轮融资后在科创板上市，公司估值100亿美元</b>。对此传闻，商汤科技官方表示不予置评。</p><p>实际上，商汤科技上市传闻由来已久。早在2017年，商汤科技创始人汤晓鸥曾向媒体表示，公司正考虑在美国、中国香港或内地上市。不过，今年以来，商汤科技针对上市方面的口风似乎又现变化。针对3月18日“商汤科技已推迟今年在港IPO至多融资7.5亿美元的计划”的媒体报道，商汤科技曾在官方微博上表示，“目前没有上市具体时间表及地点。”</p><p>资料显示，商汤科技成立于2014年，是国内领先的人工智能算法服务商之一，自主研发并建立了全球领先的深度学习平台和超算中心，与旷视科技、云从科技、依图科技并称“CV四小龙”。在知名AI算法提供商中，商汤科技是为数不多的已获得盈利的公司。2019年12月，商汤科技预计公司2019年营收将达到7.5亿美元，同比增长超200%。</p><p>由于主要竞争对手旷视科技也尚未上市，因此目前商汤科技的估值尚不明确。去年8月，旷视科技向港交所提交了IPO申请，但近一年过后却迟迟没有落地。7月29日，旷视科技联合创始人兼CEO印奇表示，从去年到今年，国际环境变化很大，现在公司现金流很充裕，上市已经不是旷视科技特别急需的事情。</p><p>随着旷视科技IPO的推迟，商汤科技有望后来居上。今年7月初，有报道称，商汤科技正在进行10亿美元至15亿美元的新一轮融资。此轮融资将在2020年内完成，融资后商汤科技的估值将达到100亿美元。而按照最新传闻，这次融资也正是商汤科技IPO前的最后一轮融资。</p><p>商汤科技若能成功上市，相关参股公司以及概念股或将因此受益。据悉，商汤科技总计已获得超过30亿美元的融资，主要投资者包括<a href=\"https://laohu8.com/S/QCOM\">高通</a>公司旗下的高通风险投资公司Qualcomm Ventures、软银愿景基金、厚朴投资、银湖（Silver Lake Partners）、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和<a href=\"https://laohu8.com/S/03908\">中金公司</a>等。此外，A股上市公司中，<a href=\"https://laohu8.com/S/002230\">科大讯飞</a>、<a href=\"https://laohu8.com/S/600187\">国中水务</a>均被传参与投资了商汤科技。</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>商汤科技考虑在内地及香港进行IP0，估值100亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n商汤科技考虑在内地及香港进行IP0，估值100亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-08-13 19:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月13日消息，中国人工智能领先公司商汤科技据称考虑在中国内地及香港两地进行IP0。</p><p>今年以来，国内科技龙头掀起上市热潮。作为“CV四小龙”之一的商汤科技，已多次被传计划上市。若成功IPO，相关参股公司及概念股将直接受益。</p><p>8月3日，据媒体报道，<b>商汤科技考虑在最近一轮融资后在科创板上市，公司估值100亿美元</b>。对此传闻，商汤科技官方表示不予置评。</p><p>实际上，商汤科技上市传闻由来已久。早在2017年，商汤科技创始人汤晓鸥曾向媒体表示，公司正考虑在美国、中国香港或内地上市。不过，今年以来，商汤科技针对上市方面的口风似乎又现变化。针对3月18日“商汤科技已推迟今年在港IPO至多融资7.5亿美元的计划”的媒体报道，商汤科技曾在官方微博上表示，“目前没有上市具体时间表及地点。”</p><p>资料显示，商汤科技成立于2014年，是国内领先的人工智能算法服务商之一，自主研发并建立了全球领先的深度学习平台和超算中心，与旷视科技、云从科技、依图科技并称“CV四小龙”。在知名AI算法提供商中，商汤科技是为数不多的已获得盈利的公司。2019年12月，商汤科技预计公司2019年营收将达到7.5亿美元，同比增长超200%。</p><p>由于主要竞争对手旷视科技也尚未上市，因此目前商汤科技的估值尚不明确。去年8月，旷视科技向港交所提交了IPO申请，但近一年过后却迟迟没有落地。7月29日，旷视科技联合创始人兼CEO印奇表示，从去年到今年，国际环境变化很大，现在公司现金流很充裕，上市已经不是旷视科技特别急需的事情。</p><p>随着旷视科技IPO的推迟，商汤科技有望后来居上。今年7月初，有报道称，商汤科技正在进行10亿美元至15亿美元的新一轮融资。此轮融资将在2020年内完成，融资后商汤科技的估值将达到100亿美元。而按照最新传闻，这次融资也正是商汤科技IPO前的最后一轮融资。</p><p>商汤科技若能成功上市，相关参股公司以及概念股或将因此受益。据悉，商汤科技总计已获得超过30亿美元的融资，主要投资者包括<a href=\"https://laohu8.com/S/QCOM\">高通</a>公司旗下的高通风险投资公司Qualcomm Ventures、软银愿景基金、厚朴投资、银湖（Silver Lake Partners）、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和<a href=\"https://laohu8.com/S/03908\">中金公司</a>等。此外，A股上市公司中，<a href=\"https://laohu8.com/S/002230\">科大讯飞</a>、<a href=\"https://laohu8.com/S/600187\">国中水务</a>均被传参与投资了商汤科技。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2caf2cb442f99c9a1df4796b8b1da4a6","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162650259","content_text":"8月13日消息，中国人工智能领先公司商汤科技据称考虑在中国内地及香港两地进行IP0。今年以来，国内科技龙头掀起上市热潮。作为“CV四小龙”之一的商汤科技，已多次被传计划上市。若成功IPO，相关参股公司及概念股将直接受益。8月3日，据媒体报道，商汤科技考虑在最近一轮融资后在科创板上市，公司估值100亿美元。对此传闻，商汤科技官方表示不予置评。实际上，商汤科技上市传闻由来已久。早在2017年，商汤科技创始人汤晓鸥曾向媒体表示，公司正考虑在美国、中国香港或内地上市。不过，今年以来，商汤科技针对上市方面的口风似乎又现变化。针对3月18日“商汤科技已推迟今年在港IPO至多融资7.5亿美元的计划”的媒体报道，商汤科技曾在官方微博上表示，“目前没有上市具体时间表及地点。”资料显示，商汤科技成立于2014年，是国内领先的人工智能算法服务商之一，自主研发并建立了全球领先的深度学习平台和超算中心，与旷视科技、云从科技、依图科技并称“CV四小龙”。在知名AI算法提供商中，商汤科技是为数不多的已获得盈利的公司。2019年12月，商汤科技预计公司2019年营收将达到7.5亿美元，同比增长超200%。由于主要竞争对手旷视科技也尚未上市，因此目前商汤科技的估值尚不明确。去年8月，旷视科技向港交所提交了IPO申请，但近一年过后却迟迟没有落地。7月29日，旷视科技联合创始人兼CEO印奇表示，从去年到今年，国际环境变化很大，现在公司现金流很充裕，上市已经不是旷视科技特别急需的事情。随着旷视科技IPO的推迟，商汤科技有望后来居上。今年7月初，有报道称，商汤科技正在进行10亿美元至15亿美元的新一轮融资。此轮融资将在2020年内完成，融资后商汤科技的估值将达到100亿美元。而按照最新传闻，这次融资也正是商汤科技IPO前的最后一轮融资。商汤科技若能成功上市，相关参股公司以及概念股或将因此受益。据悉，商汤科技总计已获得超过30亿美元的融资，主要投资者包括高通公司旗下的高通风险投资公司Qualcomm Ventures、软银愿景基金、厚朴投资、银湖（Silver Lake Partners）、阿里巴巴和中金公司等。此外，A股上市公司中，科大讯飞、国中水务均被传参与投资了商汤科技。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943387646,"gmtCreate":1594389724985,"gmtModify":1704205540909,"author":{"id":"3473388850605544","authorId":"3473388850605544","name":"piamo","avatar":"https://static.tigerbbs.com/6990b5e10349abd2ce126cdff2811e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$</a>虽然是冷门股，看到前面打新收益那么高，大家都来凑热闹，所以就撑大了分母呗","listText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$</a>虽然是冷门股，看到前面打新收益那么高，大家都来凑热闹，所以就撑大了分母呗","text":"$趣活(QH)$虽然是冷门股，看到前面打新收益那么高，大家都来凑热闹，所以就撑大了分母呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/943387646","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615528069,"gmtCreate":1653033555651,"gmtModify":1653033555651,"author":{"id":"3473388850605544","authorId":"3473388850605544","name":"piamo","avatar":"https://static.tigerbbs.com/6990b5e10349abd2ce126cdff2811e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"诚信呢，当初谈的好好的生意又反悔？","listText":"诚信呢，当初谈的好好的生意又反悔？","text":"诚信呢，当初谈的好好的生意又反悔？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615528069","repostId":"1103096334","repostType":2,"isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694558305,"gmtCreate":1642052329625,"gmtModify":1642052329625,"author":{"id":"3473388850605544","authorId":"3473388850605544","name":"piamo","avatar":"https://static.tigerbbs.com/6990b5e10349abd2ce126cdff2811e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"利润率真高","listText":"利润率真高","text":"利润率真高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694558305","repostId":"1166088756","repostType":2,"repost":{"id":"1166088756","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":1642051986,"share":"https://www.laohu8.com/m/news/1166088756?lang=&edition=full","pubTime":"2022-01-13 13:33","market":"us","language":"zh","title":"台积电Q4营收4381.89亿新台币，同比增长21.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166088756","media":"老虎资讯综合","summary":"1月13日，台积电发布2021年第四季度业绩。财报显示，第四季度营收4381.89亿新台币，去年同期3615.33亿新台币；第四季度净利润1662亿新台币，去年同期1427.66亿新台币；第四季度每股","content":"<html><head></head><body><p>1月13日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2021年第四季度业绩。财报显示，第四季度营收4381.89亿新台币，去年同期3615.33亿新台币；第四季度净利润1662亿新台币，去年同期1427.66亿新台币；第四季度每股收益6.41新台币，去年同期5.51新台币；第四季度毛利率52.7％，市场预估52.0％。</p><p><img src=\"https://static.tigerbbs.com/646fdbb33283eb4d1dc531ffb4b96e5f\" tg-width=\"1011\" tg-height=\"504\" referrerpolicy=\"no-referrer\"/></p><p>第四季度收入同比增长21.2%，而净收入和摊薄后每股收益均增长16.4%；与2021年第三季度相比，第四季度的业绩收入增长5.7%，净收入增长6.4%。</p><p>本季度毛利率为52.7%，营业利润率为41.7%，净利润率为37.9%。</p><p>第四季度，5纳米芯片出货占总晶圆销售额的23%，7纳米芯片占27%；总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的50%。</p><p><b>业绩电话会主要摘要：</b></p><blockquote><b>预计2022年第一季度销售额166亿美元至172亿美元；</b></blockquote><blockquote><b>预计2022年第一季度毛利率53%至55%，市场预估51.8%；</b></blockquote><blockquote><b>预计2022年第一季度营业利益率42%至44%，市场预估41%；</b></blockquote><blockquote><b>预计2022年资本支出400亿美元至440亿美元。</b></blockquote></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>台积电Q4营收4381.89亿新台币，同比增长21.2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电Q4营收4381.89亿新台币，同比增长21.2%\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\">2022-01-13 13:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月13日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2021年第四季度业绩。财报显示，第四季度营收4381.89亿新台币，去年同期3615.33亿新台币；第四季度净利润1662亿新台币，去年同期1427.66亿新台币；第四季度每股收益6.41新台币，去年同期5.51新台币；第四季度毛利率52.7％，市场预估52.0％。</p><p><img src=\"https://static.tigerbbs.com/646fdbb33283eb4d1dc531ffb4b96e5f\" tg-width=\"1011\" tg-height=\"504\" referrerpolicy=\"no-referrer\"/></p><p>第四季度收入同比增长21.2%，而净收入和摊薄后每股收益均增长16.4%；与2021年第三季度相比，第四季度的业绩收入增长5.7%，净收入增长6.4%。</p><p>本季度毛利率为52.7%，营业利润率为41.7%，净利润率为37.9%。</p><p>第四季度，5纳米芯片出货占总晶圆销售额的23%，7纳米芯片占27%；总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的50%。</p><p><b>业绩电话会主要摘要：</b></p><blockquote><b>预计2022年第一季度销售额166亿美元至172亿美元；</b></blockquote><blockquote><b>预计2022年第一季度毛利率53%至55%，市场预估51.8%；</b></blockquote><blockquote><b>预计2022年第一季度营业利益率42%至44%，市场预估41%；</b></blockquote><blockquote><b>预计2022年资本支出400亿美元至440亿美元。</b></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"BK4141":"半导体产品","BK4512":"苹果概念","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","EWT":"台湾ETF-iShares 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