海熊宝的个人主页 - 老虎社区

海熊宝

海熊宝

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IP属地：广东

64关注

37粉丝

8主题

0勋章

12-06

$lululemon athletica(LULU)$ 什么时候可以收手？还是等到500?

10-31

$雅诗兰黛(EL)$ 这货是这么就抬不起头来了。。。

10-09

$拼多多(PDD)$ 回调下才好入，企业基本面还是好的，重视c端客户服务，体验才能守住客户流量入口。

09-27

$耐克(NKE)$ 大家该换鞋换下衣服了

08-15

$星巴克(SBUX)$ 已经在车上，换帅能回补这么多，充分体现了投资方对未来公司战略执行调整和收益转好的预期。

08-02

$直觉外科公司(ISRG)$ 优质持有

07-20

$微软(MSFT)$ 全球蓝屏都不咋跌? 佩服

06-12

19年入虎，小白一个，当时买的股能留到现在，估计也是早可以躺平了吧。。。继续奋斗，眼看下一个五年 [财迷] [财迷] [财迷] [真香] [真香] [真香]

05-18

$Faraday Future(FFIE)$ 看着很火热，进去小试了一下，幸亏及时止盈，不然早上起来就懵逼了。

03-08

$台积电(TSM)$ 虽然买少了，赚了还是开心了

02-02

$Meta Platforms(META)$ meta能恢复元气也是预料之外了，业务收益相当单一，个人也很少点过社交平台上的广告。此次涨幅更多是来自与谷歌对比后的大众选择吧。

01-25

$特斯拉(TSLA)$ 190可以入了吧

01-25

很明显，两手抓就对了

01-24

终于给力了吧

阿斯麦Q4营收72.4亿欧元，超市场预期

01-19

$微软(MSFT)$ 到400先跑一波了

2023-11-01

这公司，无语。。。做股东了

雅诗兰黛盘前跌超12%，公司下调全年业绩展望

2023-10-16

直接买七巨头不是更好?

从季节效应来看，又到买入标普500的时候了

2023-10-15

看好，什么时候买入呢

AI应用“龙头”浮现：Adobe！

2023-10-05

哪里买得到

谷歌发布Pixel 8系列手机，在摄像头等零部件采用AI技术

2023-07-21

$特斯拉(TSLA)$ 200左右上车吧

去老虎APP查看更多动态

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看着很火热，进去小试了一下，幸亏及时止盈，不然早上起来就懵逼了。","images":[{"img":"https://static.tigerbbs.com/9b2eba61e6428d833a34bfc72c28aad7","width":"1208","height":"1876"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307034936787136","isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":282055439524112,"gmtCreate":1709889579871,"gmtModify":1709889603761,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3475453298168974","authorIdStr":"3475453298168974"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 虽然买少了，赚了还是开心了","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 虽然买少了，赚了还是开心了","text":"$台积电(TSM)$ 虽然买少了，赚了还是开心了","images":[{"img":"https://static.tigerbbs.com/0a289dd21a1d1e4536e41dc389956616","width":"1208","height":"1876"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282055439524112","isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":269698307108904,"gmtCreate":1706852285719,"gmtModify":1706852287119,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3475453298168974","authorIdStr":"3475453298168974"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$&nbsp;</a><v-v data-views=\"0\"></v-v> meta能恢复元气也是预料之外了，业务收益相当单一，个人也很少点过社交平台上的广告。 此次涨幅更多是来自与谷歌对比后的大众选择吧。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$&nbsp;</a><v-v data-views=\"0\"></v-v> meta能恢复元气也是预料之外了，业务收益相当单一，个人也很少点过社交平台上的广告。 此次涨幅更多是来自与谷歌对比后的大众选择吧。","text":"$Meta Platforms(META)$ meta能恢复元气也是预料之外了，业务收益相当单一，个人也很少点过社交平台上的广告。 此次涨幅更多是来自与谷歌对比后的大众选择吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269698307108904","isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266915941675224,"gmtCreate":1706174584413,"gmtModify":1706175946895,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3475453298168974","authorIdStr":"3475453298168974"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 190可以入了吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 190可以入了吧","text":"$特斯拉(TSLA)$ 190可以入了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/266915941675224","isVote":1,"tweetType":1,"viewCount":5682,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473038530457351","authorId":"3473038530457351","name":"最初感动","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3473038530457351","authorIdStr":"3473038530457351"},"content":"215挂在山腰了 进退两难","text":"215挂在山腰了 进退两难","html":"215挂在山腰了 进退两难"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266915676098712,"gmtCreate":1706174433648,"gmtModify":1706175959960,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3475453298168974","authorIdStr":"3475453298168974"},"themes":[],"htmlText":"很明显，两手抓就对了","listText":"很明显，两手抓就对了","text":"很明显，两手抓就对了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266915676098712","isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266565410877544,"gmtCreate":1706107410491,"gmtModify":1706107412113,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3475453298168974","authorIdStr":"3475453298168974"},"themes":[],"htmlText":"终于给力了吧","listText":"终于给力了吧","text":"终于给力了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266565410877544","repostId":"1171243575","repostType":4,"repost":{"id":"1171243575","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1706076048,"share":"https://www.laohu8.com/m/news/1171243575?lang=&edition=full","pubTime":"2024-01-24 14:00","market":"us","language":"zh","title":"阿斯麦Q4营收72.4亿欧元，超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1171243575","media":"老虎资讯综合","summary":"1月24日，$阿斯麦(ASML)$发布2023年第四季度业绩。财报显示，第四季度营收72.4亿欧元，市场预期69.2亿欧元，上年同期64.3亿欧元；净利润18.93亿欧元，市场预期18.6亿欧元，上年同期18.16亿欧元；每股收益5.21欧元，市场预期4.8欧元，上年同期4.6欧元。2023年Q4预订量为91.9亿欧元，市场预期为35.7亿欧元。","content":"<html><head></head><body><p>1月24日，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>发布2023年第四季度业绩。财报显示，第四季度营收72.4亿欧元，市场预期69.2亿欧元，上年同期64.3亿欧元；净利润20.48亿欧元，市场预期18.6亿欧元，上年同期18.16亿欧元；每股收益5.21欧元，市场预期4.8欧元，上年同期4.6欧元。</p><p>2023年第四季度预订量为91.9亿欧元，市场预期为35.7亿欧元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5832c9d4526a75dd7186d9d5895a269\" title=\"\" tg-width=\"1122\" tg-height=\"753\"/></p><p>预计2024年第一季度净销售额在50亿至55亿欧元之间，毛利率在48%至49%之间；预计2024年全年收入将与2023年持平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d72b50ee37654a385ec86ac5764d2bd\" tg-width=\"1260\" tg-height=\"475\"/></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>阿斯麦Q4营收72.4亿欧元，超市场预期</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阿斯麦Q4营收72.4亿欧元，超市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-01-24 14:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月24日，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>发布2023年第四季度业绩。财报显示，第四季度营收72.4亿欧元，市场预期69.2亿欧元，上年同期64.3亿欧元；净利润20.48亿欧元，市场预期18.6亿欧元，上年同期18.16亿欧元；每股收益5.21欧元，市场预期4.8欧元，上年同期4.6欧元。</p><p>2023年第四季度预订量为91.9亿欧元，市场预期为35.7亿欧元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5832c9d4526a75dd7186d9d5895a269\" title=\"\" tg-width=\"1122\" tg-height=\"753\"/></p><p>预计2024年第一季度净销售额在50亿至55亿欧元之间，毛利率在48%至49%之间；预计2024年全年收入将与2023年持平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d72b50ee37654a385ec86ac5764d2bd\" tg-width=\"1260\" tg-height=\"475\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"BK4147":"半导体设备","BK4588":"碎股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","03165":"华夏欧优股对冲","LU0097036916.USD":"贝莱德美国增长A2 USD","FXE":"欧元做多ETF-CurrencyShares","EUO":"欧元ETF-ProShares两倍做空","ASML":"阿斯麦","LU2063271972.USD":"富兰克林创新领域基金","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171243575","content_text":"1月24日，阿斯麦发布2023年第四季度业绩。财报显示，第四季度营收72.4亿欧元，市场预期69.2亿欧元，上年同期64.3亿欧元；净利润20.48亿欧元，市场预期18.6亿欧元，上年同期18.16亿欧元；每股收益5.21欧元，市场预期4.8欧元，上年同期4.6欧元。2023年第四季度预订量为91.9亿欧元，市场预期为35.7亿欧元。预计2024年第一季度净销售额在50亿至55亿欧元之间，毛利率在48%至49%之间；预计2024年全年收入将与2023年持平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264831279337784,"gmtCreate":1705678545751,"gmtModify":1705678546679,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3475453298168974","authorIdStr":"3475453298168974"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 到400先跑一波了","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 到400先跑一波了","text":"$微软(MSFT)$ 到400先跑一波了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264831279337784","isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236778137116840,"gmtCreate":1698840007568,"gmtModify":1698840009036,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3475453298168974","authorIdStr":"3475453298168974"},"themes":[],"htmlText":"这公司，无语。。。做股东了","listText":"这公司，无语。。。做股东了","text":"这公司，无语。。。做股东了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236778137116840","repostId":"1172165499","repostType":4,"repost":{"id":"1172165499","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1698835993,"share":"https://www.laohu8.com/m/news/1172165499?lang=&edition=full","pubTime":"2023-11-01 18:53","market":"other","language":"zh","title":"雅诗兰黛盘前跌超12%，公司下调全年业绩展望","url":"https://stock-news.laohu8.com/highlight/detail?id=1172165499","media":"老虎资讯综合","summary":"11月1日，$雅诗兰黛(EL)$盘前发布财报，财报显示：第一财季净销售额35.2亿美元，略低于市场预期。第一财季经调整后每股收益11美分，市场预估每股亏损20美分。雅诗兰黛预计第二财季经调整后每股收益48-58美分，市场预估1.25美元。雅诗兰黛预计全财年经调整后每股收益2.17-2.42美元，市场预估3.6美元。公司预计全财年经调整后每股收益2.17-2.42美元，市场预估3.6美元。财报发布后，雅诗兰黛盘前跌超12%。(来自华尔街见闻APP)","content":"<html><head></head><body><p>11月1日，<a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>盘前发布财报，财报显示：第一财季净销售额35.2亿美元，略低于市场预期。</p><p>第一财季经调整后每股收益11美分，市场预估每股亏损20美分。</p><p>雅诗兰黛预计第二财季经调整后每股收益48-58美分，市场预估1.25美元。</p><p>公司预计全财年经调整后每股收益2.17-2.42美元，市场预估3.6美元。</p><p>财报发布后，雅诗兰黛盘前跌超12%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3207ca85259730f0d4a8460f9285d9ca\" title=\"\" tg-width=\"818\" tg-height=\"485\"/></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>雅诗兰黛盘前跌超12%，公司下调全年业绩展望</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雅诗兰黛盘前跌超12%，公司下调全年业绩展望\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-11-01 18:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月1日，<a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>盘前发布财报，财报显示：第一财季净销售额35.2亿美元，略低于市场预期。</p><p>第一财季经调整后每股收益11美分，市场预估每股亏损20美分。</p><p>雅诗兰黛预计第二财季经调整后每股收益48-58美分，市场预估1.25美元。</p><p>公司预计全财年经调整后每股收益2.17-2.42美元，市场预估3.6美元。</p><p>财报发布后，雅诗兰黛盘前跌超12%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3207ca85259730f0d4a8460f9285d9ca\" title=\"\" tg-width=\"818\" tg-height=\"485\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/49722f3aef824b1e05ebfdb876134256","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","BK4588":"碎股","BK4183":"个人用品","BK4558":"双十一","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","EL":"雅诗兰黛","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","BK4548":"巴美列捷福持仓","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172165499","content_text":"11月1日，雅诗兰黛盘前发布财报，财报显示：第一财季净销售额35.2亿美元，略低于市场预期。第一财季经调整后每股收益11美分，市场预估每股亏损20美分。雅诗兰黛预计第二财季经调整后每股收益48-58美分，市场预估1.25美元。公司预计全财年经调整后每股收益2.17-2.42美元，市场预估3.6美元。财报发布后，雅诗兰黛盘前跌超12%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231201141842216,"gmtCreate":1697468813426,"gmtModify":1697468815047,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3475453298168974","authorIdStr":"3475453298168974"},"themes":[],"htmlText":"直接买七巨头不是更好?","listText":"直接买七巨头不是更好?","text":"直接买七巨头不是更好?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231201141842216","repostId":"1133058695","repostType":4,"repost":{"id":"1133058695","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1697462614,"share":"https://www.laohu8.com/m/news/1133058695?lang=&edition=full","pubTime":"2023-10-16 21:23","market":"us","language":"zh","title":"从季节效应来看，又到买入标普500的时候了","url":"https://stock-news.laohu8.com/highlight/detail?id=1133058695","media":"巴伦周刊","summary":"从季节效应的角度来看，目前正是美股市场开始上涨的时候。自1953年10月以来，在此期间，标普500指数在70%的时间里出现上涨，平均涨幅为6.8%。这并不是说股市不会下跌，毕竟，标普500指数在另外30%的时间里出现了下跌，但上涨的概率更大。此外，有12个时期标普500指数的涨幅达到了或超过了10%，只有两个时期出现了两位数跌幅。个人投资者不存在这个问题，只要持有标普500指数就行。","content":"<html><head></head><body><p>由于盈利强劲和估值合理，科技股将带领股市上涨直到年底。</p><p>“肥胖羞辱”在很多地方已变得不合时宜，但这种现象仍存在于美股市场，股票投资者也应打破偏见。 </p><p>受到“肥胖羞辱”的自然是占标普500指数29%权重的科技“七巨头”，今年大幅上涨后，围绕“七巨头”能否继续带领股市上涨的担忧只增不减。鉴于“七巨头”所占的权重，一些人将它们视为美股最大的风险，很多策略师正在试图帮助投资者避免在极少数几只股票上投入重金可能陷入的陷阱。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/295b5872b64d63c4e198c5e004830178\" alt=\"\" title=\"\" tg-width=\"1050\" tg-height=\"700\"/></p><p>过去一周还浮现了许多其他风险。以色列和哈马斯之间爆发的战争有可能蔓延至整个中东地区；上周四（10月12日）美债拍卖遇冷，收益率大幅上升；最近公布的数据显示，通货膨胀仍然是一个很棘手的问题。不过，过去一周这些坏消息并没有导致股市持续走低，标普500指数上周累计上涨0.45%，10月迄今为止累计上涨0.9%。 </p><p>需要指出的一点是，这一切正好符合季节性规律。从季节效应的角度来看，目前正是美股市场开始上涨的时候。SentimentTrader高级研究分析师杰伊·卡佩尔(Jay Kaeppel)指出，标普500指数表现最强劲的时期始于每年第197个交易日（即今年的10月13日），然后上涨一直持续到年底。自1953年10月以来，在此期间，标普500指数在70%的时间里出现上涨，平均涨幅为6.8%。 </p><p>这并不是说股市不会下跌，毕竟，标普500指数在另外30%的时间里出现了下跌，但上涨的概率更大。此外，有12个时期标普500指数的涨幅达到了或超过了10%，只有两个时期出现了两位数跌幅。卡佩尔认为，这说明只要股市表现还不错，投资者应该认真考虑股市上涨的可能性。 </p><p>其中一个出现两位数跌幅的时期是1987年的黑色星期一，那也是一个由少数几只股票领涨的牛市，以道琼斯工业平均指数创下有史以来最大单日跌幅结束。在债券收益率和实际利率迅速上升之际，又开始有人拿当时和现在做比较。 </p><p>比如Strategas Research Partners的克里斯·弗罗内(Chris Verrone)就指出他看到了“1987年的阴影”，长期看空的法国兴业银行(Société Générale)的阿尔伯特·爱德华兹(Albert Edwards)也持类似观点，他在10月3日发布的研报中写道：“就像1987年一样，现在任何衰退的迹象都肯定会对股市造成毁灭性打击。” </p><p>Ned Davis Research首席美国策略师艾德·克利索尔德(Ed Clissold)在上周五发布的研报中反驳了上述观点。克利索尔德首先承认当下和1987年有相似之处，包括股市开年表现强劲、在夏季涨至峰值、第三季度显著回落以及宽度越来越差，但他同时也指出了不同之处。今年参与上涨的股票要多得多，从50日移动均线来看，许多股票处于短线上涨趋势中。1987年美国经济的增长势头更强劲，增长速度也更快，此外，黑色星期一前的加息速度要比现在快得多。 </p><p>克利索德写道：“我们的结论是，虽然有一些相似之处，但不足以得出股市会出现类似程度暴跌的结论。” </p><p>不过，如果要让投资者像卡佩尔说的那样认真考虑股市上涨的可能性，那么投资者也应认真考虑科技“七巨头”继续上涨的可能性。苹果(AAPL)、微软(MSFT)、Alphabet (GOOGL)、亚马逊(AMZN)、英伟达(NVDA)、Meta Platforms (META)和特斯拉(TSLA)今年的平均涨幅为95%，“七巨头”中表现落后的微软和苹果（分别上涨38%和37%）的涨幅也几乎是标普500指数13%涨幅的三倍。由于“七巨头”所占权重很大，它们必须继续上涨才能带动股市走高。 </p><p>“七巨头”接下来的表现并不像一些人认为的那么悲观。首先，“七巨头”的股价远低于2021年底水平，也就是2022年大幅下跌之前的水平。“七巨头”未来12个月预期市盈率均值为32.9倍，低于2021年底的51.1倍。此外，预计今年“七巨头”盈利将增长，而2022年初时的预期为下降。科技巨头们还有很长的增长路径，能够帮助标普500指数的盈利在2023年第三季度打破低迷并实现增长。 </p><p>Wedbush分析师丹·艾夫斯(Dan Ives)说：“我们认为，第三季度财报将让华尔街大开眼界，人工智能的增长和稳定的IT支出环境将在年底前推动科技股大幅上涨，我们预计第四季度科技股将再涨12%到15%。” </p><p>艾夫斯是长期多头，法国兴业银行的爱德华兹是长期空头，不过，那些并非科技股超级粉丝的投资者也认为“七巨头”将继续带领股市走高。摩根士丹利投资管理(Morgan Stanley Investment Management)股票顾问团队负责人安德鲁·斯利蒙(Andrew Slimmon)认为，由于盈利强劲和估值合理，科技股将带领股市上涨直到年底。对于主动型基金经理来说，最难的就是重仓科技股。斯利蒙说：“我们必须重仓，如果它们领涨而我们没有这么做的话将会是一个问题。” </p><p>个人投资者不存在这个问题，只要持有标普500指数就行。也就是说，现在到了“增肥”（即增持）的时候了。 </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>从季节效应来看，又到买入标普500的时候了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n从季节效应来看，又到买入标普500的时候了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2023-10-16 21:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>由于盈利强劲和估值合理，科技股将带领股市上涨直到年底。</p><p>“肥胖羞辱”在很多地方已变得不合时宜，但这种现象仍存在于美股市场，股票投资者也应打破偏见。 </p><p>受到“肥胖羞辱”的自然是占标普500指数29%权重的科技“七巨头”，今年大幅上涨后，围绕“七巨头”能否继续带领股市上涨的担忧只增不减。鉴于“七巨头”所占的权重，一些人将它们视为美股最大的风险，很多策略师正在试图帮助投资者避免在极少数几只股票上投入重金可能陷入的陷阱。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/295b5872b64d63c4e198c5e004830178\" alt=\"\" title=\"\" tg-width=\"1050\" tg-height=\"700\"/></p><p>过去一周还浮现了许多其他风险。以色列和哈马斯之间爆发的战争有可能蔓延至整个中东地区；上周四（10月12日）美债拍卖遇冷，收益率大幅上升；最近公布的数据显示，通货膨胀仍然是一个很棘手的问题。不过，过去一周这些坏消息并没有导致股市持续走低，标普500指数上周累计上涨0.45%，10月迄今为止累计上涨0.9%。 </p><p>需要指出的一点是，这一切正好符合季节性规律。从季节效应的角度来看，目前正是美股市场开始上涨的时候。SentimentTrader高级研究分析师杰伊·卡佩尔(Jay Kaeppel)指出，标普500指数表现最强劲的时期始于每年第197个交易日（即今年的10月13日），然后上涨一直持续到年底。自1953年10月以来，在此期间，标普500指数在70%的时间里出现上涨，平均涨幅为6.8%。 </p><p>这并不是说股市不会下跌，毕竟，标普500指数在另外30%的时间里出现了下跌，但上涨的概率更大。此外，有12个时期标普500指数的涨幅达到了或超过了10%，只有两个时期出现了两位数跌幅。卡佩尔认为，这说明只要股市表现还不错，投资者应该认真考虑股市上涨的可能性。 </p><p>其中一个出现两位数跌幅的时期是1987年的黑色星期一，那也是一个由少数几只股票领涨的牛市，以道琼斯工业平均指数创下有史以来最大单日跌幅结束。在债券收益率和实际利率迅速上升之际，又开始有人拿当时和现在做比较。 </p><p>比如Strategas Research Partners的克里斯·弗罗内(Chris Verrone)就指出他看到了“1987年的阴影”，长期看空的法国兴业银行(Société Générale)的阿尔伯特·爱德华兹(Albert Edwards)也持类似观点，他在10月3日发布的研报中写道：“就像1987年一样，现在任何衰退的迹象都肯定会对股市造成毁灭性打击。” </p><p>Ned Davis Research首席美国策略师艾德·克利索尔德(Ed Clissold)在上周五发布的研报中反驳了上述观点。克利索尔德首先承认当下和1987年有相似之处，包括股市开年表现强劲、在夏季涨至峰值、第三季度显著回落以及宽度越来越差，但他同时也指出了不同之处。今年参与上涨的股票要多得多，从50日移动均线来看，许多股票处于短线上涨趋势中。1987年美国经济的增长势头更强劲，增长速度也更快，此外，黑色星期一前的加息速度要比现在快得多。 </p><p>克利索德写道：“我们的结论是，虽然有一些相似之处，但不足以得出股市会出现类似程度暴跌的结论。” </p><p>不过，如果要让投资者像卡佩尔说的那样认真考虑股市上涨的可能性，那么投资者也应认真考虑科技“七巨头”继续上涨的可能性。苹果(AAPL)、微软(MSFT)、Alphabet (GOOGL)、亚马逊(AMZN)、英伟达(NVDA)、Meta Platforms (META)和特斯拉(TSLA)今年的平均涨幅为95%，“七巨头”中表现落后的微软和苹果（分别上涨38%和37%）的涨幅也几乎是标普500指数13%涨幅的三倍。由于“七巨头”所占权重很大，它们必须继续上涨才能带动股市走高。 </p><p>“七巨头”接下来的表现并不像一些人认为的那么悲观。首先，“七巨头”的股价远低于2021年底水平，也就是2022年大幅下跌之前的水平。“七巨头”未来12个月预期市盈率均值为32.9倍，低于2021年底的51.1倍。此外，预计今年“七巨头”盈利将增长，而2022年初时的预期为下降。科技巨头们还有很长的增长路径，能够帮助标普500指数的盈利在2023年第三季度打破低迷并实现增长。 </p><p>Wedbush分析师丹·艾夫斯(Dan Ives)说：“我们认为，第三季度财报将让华尔街大开眼界，人工智能的增长和稳定的IT支出环境将在年底前推动科技股大幅上涨，我们预计第四季度科技股将再涨12%到15%。” </p><p>艾夫斯是长期多头，法国兴业银行的爱德华兹是长期空头，不过，那些并非科技股超级粉丝的投资者也认为“七巨头”将继续带领股市走高。摩根士丹利投资管理(Morgan Stanley Investment Management)股票顾问团队负责人安德鲁·斯利蒙(Andrew Slimmon)认为，由于盈利强劲和估值合理，科技股将带领股市上涨直到年底。对于主动型基金经理来说，最难的就是重仓科技股。斯利蒙说：“我们必须重仓，如果它们领涨而我们没有这么做的话将会是一个问题。” </p><p>个人投资者不存在这个问题，只要持有标普500指数就行。也就是说，现在到了“增肥”（即增持）的时候了。 </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133058695","content_text":"由于盈利强劲和估值合理，科技股将带领股市上涨直到年底。“肥胖羞辱”在很多地方已变得不合时宜，但这种现象仍存在于美股市场，股票投资者也应打破偏见。 受到“肥胖羞辱”的自然是占标普500指数29%权重的科技“七巨头”，今年大幅上涨后，围绕“七巨头”能否继续带领股市上涨的担忧只增不减。鉴于“七巨头”所占的权重，一些人将它们视为美股最大的风险，很多策略师正在试图帮助投资者避免在极少数几只股票上投入重金可能陷入的陷阱。 过去一周还浮现了许多其他风险。以色列和哈马斯之间爆发的战争有可能蔓延至整个中东地区；上周四（10月12日）美债拍卖遇冷，收益率大幅上升；最近公布的数据显示，通货膨胀仍然是一个很棘手的问题。不过，过去一周这些坏消息并没有导致股市持续走低，标普500指数上周累计上涨0.45%，10月迄今为止累计上涨0.9%。 需要指出的一点是，这一切正好符合季节性规律。从季节效应的角度来看，目前正是美股市场开始上涨的时候。SentimentTrader高级研究分析师杰伊·卡佩尔(Jay Kaeppel)指出，标普500指数表现最强劲的时期始于每年第197个交易日（即今年的10月13日），然后上涨一直持续到年底。自1953年10月以来，在此期间，标普500指数在70%的时间里出现上涨，平均涨幅为6.8%。 这并不是说股市不会下跌，毕竟，标普500指数在另外30%的时间里出现了下跌，但上涨的概率更大。此外，有12个时期标普500指数的涨幅达到了或超过了10%，只有两个时期出现了两位数跌幅。卡佩尔认为，这说明只要股市表现还不错，投资者应该认真考虑股市上涨的可能性。 其中一个出现两位数跌幅的时期是1987年的黑色星期一，那也是一个由少数几只股票领涨的牛市，以道琼斯工业平均指数创下有史以来最大单日跌幅结束。在债券收益率和实际利率迅速上升之际，又开始有人拿当时和现在做比较。 比如Strategas Research Partners的克里斯·弗罗内(Chris Verrone)就指出他看到了“1987年的阴影”，长期看空的法国兴业银行(Société Générale)的阿尔伯特·爱德华兹(Albert Edwards)也持类似观点，他在10月3日发布的研报中写道：“就像1987年一样，现在任何衰退的迹象都肯定会对股市造成毁灭性打击。” Ned Davis Research首席美国策略师艾德·克利索尔德(Ed Clissold)在上周五发布的研报中反驳了上述观点。克利索尔德首先承认当下和1987年有相似之处，包括股市开年表现强劲、在夏季涨至峰值、第三季度显著回落以及宽度越来越差，但他同时也指出了不同之处。今年参与上涨的股票要多得多，从50日移动均线来看，许多股票处于短线上涨趋势中。1987年美国经济的增长势头更强劲，增长速度也更快，此外，黑色星期一前的加息速度要比现在快得多。 克利索德写道：“我们的结论是，虽然有一些相似之处，但不足以得出股市会出现类似程度暴跌的结论。” 不过，如果要让投资者像卡佩尔说的那样认真考虑股市上涨的可能性，那么投资者也应认真考虑科技“七巨头”继续上涨的可能性。苹果(AAPL)、微软(MSFT)、Alphabet (GOOGL)、亚马逊(AMZN)、英伟达(NVDA)、Meta Platforms (META)和特斯拉(TSLA)今年的平均涨幅为95%，“七巨头”中表现落后的微软和苹果（分别上涨38%和37%）的涨幅也几乎是标普500指数13%涨幅的三倍。由于“七巨头”所占权重很大，它们必须继续上涨才能带动股市走高。 “七巨头”接下来的表现并不像一些人认为的那么悲观。首先，“七巨头”的股价远低于2021年底水平，也就是2022年大幅下跌之前的水平。“七巨头”未来12个月预期市盈率均值为32.9倍，低于2021年底的51.1倍。此外，预计今年“七巨头”盈利将增长，而2022年初时的预期为下降。科技巨头们还有很长的增长路径，能够帮助标普500指数的盈利在2023年第三季度打破低迷并实现增长。 Wedbush分析师丹·艾夫斯(Dan Ives)说：“我们认为，第三季度财报将让华尔街大开眼界，人工智能的增长和稳定的IT支出环境将在年底前推动科技股大幅上涨，我们预计第四季度科技股将再涨12%到15%。” 艾夫斯是长期多头，法国兴业银行的爱德华兹是长期空头，不过，那些并非科技股超级粉丝的投资者也认为“七巨头”将继续带领股市走高。摩根士丹利投资管理(Morgan Stanley Investment Management)股票顾问团队负责人安德鲁·斯利蒙(Andrew Slimmon)认为，由于盈利强劲和估值合理，科技股将带领股市上涨直到年底。对于主动型基金经理来说，最难的就是重仓科技股。斯利蒙说：“我们必须重仓，如果它们领涨而我们没有这么做的话将会是一个问题。” 个人投资者不存在这个问题，只要持有标普500指数就行。也就是说，现在到了“增肥”（即增持）的时候了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":230672291627008,"gmtCreate":1697335066851,"gmtModify":1697335068315,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3475453298168974","authorIdStr":"3475453298168974"},"themes":[],"htmlText":"看好，什么时候买入呢","listText":"看好，什么时候买入呢","text":"看好，什么时候买入呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/230672291627008","repostId":"2375703429","repostType":4,"repost":{"id":"2375703429","kind":"highlight","pubTimestamp":1697283912,"share":"https://www.laohu8.com/m/news/2375703429?lang=&edition=full","pubTime":"2023-10-14 19:45","market":"us","language":"zh","title":"AI应用“龙头”浮现：Adobe！","url":"https://stock-news.laohu8.com/highlight/detail?id=2375703429","media":"华尔街见闻","summary":"强大的视频AI技术能让用户“节省数小时的重复性琐碎工作”，Adobe预计将迎来业绩兑现且利润率可能保持在45%以上。","content":"<html><head></head><body><blockquote><p><strong>强大的视频AI技术能让用户“节省数小时的重复性琐碎工作”，Adobe预计将迎来业绩兑现且利润率可能保持在45%以上。</strong></p></blockquote><p>强大AI功能重振增长前景，<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>或将迎来业绩兑现！</p><p>本周，软件科技巨头Adobe召开年度创意大会Adobe MAX，在会议上宣布了一系列新的AI工具和服务，同时在与分析师的探讨中表示，第四财季将是一个非常强劲的季度。</p><p><strong>具体来看，Adobe展示了AI视频编辑技术Project Fast Fill，用户只需输入文字提示，就能在几秒钟内删除、添加对象或更改背景元素，减少了大量的琐碎工作。</strong>此外，Adobe推出了三个新的生成式人工智能模型，图片编辑功能获得全面升级。新发布的Firefly Vector汇集了Adobe的矢量图形和生成人工智能专业知识，是全球首个用于矢量图形的生成人工智能模型。</p><p>分析师们对这些功能欢呼雀跃，Jefferies分析师Brent Thill称赞“这是20年来我们看到的最快创新步伐”；Wolfe Research分析师Alex Zukin在给客户的报告中表示，Adobe正在把整个产品系列改造成AI原生产品；伯恩斯坦的Mark Moerdler则指出，<strong>Adobe的AI工具能让用户“节省数小时的重复性琐碎工作”。</strong></p><p>Adobe推出的Photoshop、Lightroom等多款软件，一直是许多创意人员日常工作必备工具。自从生成式AI兴起以来，Adobe持续开发优化软件的AI功能，在落实AI商业模式方面走到了前列。Adobe股价今年年初以来累计涨超62%，超过<a href=\"https://laohu8.com/S/MSFT\">微软</a>等AI领头羊。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5e9360b1096275ce11e1908ad27fcb5\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_1711795375\">Adobe将迎业绩兑现时刻？</h2><p>与其他所有科技公司提出的更具投机性的人工智能愿景不同，Adobe受益于一些最清晰的用例，这些用例可能会受其用户群的欢迎。现在的关键是让足够多的客户为其买单同时也不要侵蚀 Adobe 的利润率，因为Adobe 的利润率在软件行业中是最高的。</p><p>尽管今年对科技股的炒作起到了推波助澜的作用，但生成式人工智能在很大程度上仍然是一个未经证实的商业概念。除了<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等芯片制造商为这些服务提供必要的组件外，AI本身尚未产生重大的财务影响。微软在上一次财报电话会议上告诉投资者，Copilot 聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>等人工智能服务的业绩贡献将是“渐进式”，其影响主要集中在本财年下半年。</p><p><strong>Adobe表示，其将于 12 月公布的第四财季业绩将包括对下一财年的预测，这应该能在一定程度上反映出新AI服务的预期表现。</strong>华尔街目前预计收入增长约为12%，较今年的预测高出 2 个百分点。</p><p>分析师还预计，尽管人工智能服务的成本很高，Adobe 调整后的营业利润率仍将保持在 45% 以上，Adobe首席财务官Daniel Durn周二表示，预计将在本投资周期内实现稳定、持续的营业利润率。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI应用“龙头”浮现：Adobe！</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; 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*/\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\">\nAI应用“龙头”浮现：Adobe！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-14 19:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3699616><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>强大的视频AI技术能让用户“节省数小时的重复性琐碎工作”，Adobe预计将迎来业绩兑现且利润率可能保持在45%以上。强大AI功能重振增长前景，Adobe或将迎来业绩兑现！本周，软件科技巨头Adobe召开年度创意大会Adobe MAX，在会议上宣布了一系列新的AI工具和服务，同时在与分析师的探讨中表示，第四财季将是一个非常强劲的季度。具体来看，Adobe展示了AI视频编辑技术Project Fast...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3699616\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b719a633b0bdfa463fd24901ce96c26","relate_stocks":{"LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc 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ACC","LU0109392836.USD":"富兰克林科技股A","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4566":"资本集团","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","ADBE":"Adobe","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD"},"source_url":"https://wallstreetcn.com/articles/3699616","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375703429","content_text":"强大的视频AI技术能让用户“节省数小时的重复性琐碎工作”，Adobe预计将迎来业绩兑现且利润率可能保持在45%以上。强大AI功能重振增长前景，Adobe或将迎来业绩兑现！本周，软件科技巨头Adobe召开年度创意大会Adobe MAX，在会议上宣布了一系列新的AI工具和服务，同时在与分析师的探讨中表示，第四财季将是一个非常强劲的季度。具体来看，Adobe展示了AI视频编辑技术Project Fast Fill，用户只需输入文字提示，就能在几秒钟内删除、添加对象或更改背景元素，减少了大量的琐碎工作。此外，Adobe推出了三个新的生成式人工智能模型，图片编辑功能获得全面升级。新发布的Firefly Vector汇集了Adobe的矢量图形和生成人工智能专业知识，是全球首个用于矢量图形的生成人工智能模型。分析师们对这些功能欢呼雀跃，Jefferies分析师Brent Thill称赞“这是20年来我们看到的最快创新步伐”；Wolfe Research分析师Alex Zukin在给客户的报告中表示，Adobe正在把整个产品系列改造成AI原生产品；伯恩斯坦的Mark Moerdler则指出，Adobe的AI工具能让用户“节省数小时的重复性琐碎工作”。Adobe推出的Photoshop、Lightroom等多款软件，一直是许多创意人员日常工作必备工具。自从生成式AI兴起以来，Adobe持续开发优化软件的AI功能，在落实AI商业模式方面走到了前列。Adobe股价今年年初以来累计涨超62%，超过微软等AI领头羊。Adobe将迎业绩兑现时刻？与其他所有科技公司提出的更具投机性的人工智能愿景不同，Adobe受益于一些最清晰的用例，这些用例可能会受其用户群的欢迎。现在的关键是让足够多的客户为其买单同时也不要侵蚀 Adobe 的利润率，因为Adobe 的利润率在软件行业中是最高的。尽管今年对科技股的炒作起到了推波助澜的作用，但生成式人工智能在很大程度上仍然是一个未经证实的商业概念。除了英伟达等芯片制造商为这些服务提供必要的组件外，AI本身尚未产生重大的财务影响。微软在上一次财报电话会议上告诉投资者，Copilot 聊天机器人等人工智能服务的业绩贡献将是“渐进式”，其影响主要集中在本财年下半年。Adobe表示，其将于 12 月公布的第四财季业绩将包括对下一财年的预测，这应该能在一定程度上反映出新AI服务的预期表现。华尔街目前预计收入增长约为12%，较今年的预测高出 2 个百分点。分析师还预计，尽管人工智能服务的成本很高，Adobe 调整后的营业利润率仍将保持在 45% 以上，Adobe首席财务官Daniel Durn周二表示，预计将在本投资周期内实现稳定、持续的营业利润率。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":227168709337128,"gmtCreate":1696469171110,"gmtModify":1696469172566,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3475453298168974","authorIdStr":"3475453298168974"},"themes":[],"htmlText":"哪里买得到","listText":"哪里买得到","text":"哪里买得到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/227168709337128","repostId":"1107203061","repostType":2,"repost":{"id":"1107203061","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1696430733,"share":"https://www.laohu8.com/m/news/1107203061?lang=&edition=full","pubTime":"2023-10-04 22:45","market":"us","language":"zh","title":"谷歌发布Pixel 8系列手机，在摄像头等零部件采用AI技术","url":"https://stock-news.laohu8.com/highlight/detail?id=1107203061","media":"老虎资讯综合","summary":"10月4日｜$谷歌(GOOG)$盘中涨超1%，消息上，谷歌宣布推出Pixel 8和Pixel 8 Pro。","content":"<html><head></head><body><p>10月4日，谷歌发布Pixel 8，起售价699美元，Pixel 8 Pro起售价999美元。这两款手机都基于Tensor G3自研芯片，这款芯片支持谷歌在摄像头等领域采用自家的人工智能（AI）和机器人学习资源。这两款手机10月4日即提供预定，将于10月12日发货/上市。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82b961e0761a87ff8bf41e095624ea60\" tg-width=\"660\" tg-height=\"660\"/></p><p>受此消息影响，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>盘中涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8db5fd1273ddeffa040b838272c0dbe\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21c861d7e396e662f8a9502d428203d2\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>谷歌发布Pixel 8系列手机，在摄像头等零部件采用AI技术</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{ 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}\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谷歌发布Pixel 8系列手机，在摄像头等零部件采用AI技术\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-10-04 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月4日，谷歌发布Pixel 8，起售价699美元，Pixel 8 Pro起售价999美元。这两款手机都基于Tensor G3自研芯片，这款芯片支持谷歌在摄像头等领域采用自家的人工智能（AI）和机器人学习资源。这两款手机10月4日即提供预定，将于10月12日发货/上市。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82b961e0761a87ff8bf41e095624ea60\" tg-width=\"660\" tg-height=\"660\"/></p><p>受此消息影响，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>盘中涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8db5fd1273ddeffa040b838272c0dbe\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21c861d7e396e662f8a9502d428203d2\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/82b961e0761a87ff8bf41e095624ea60","relate_stocks":{"GOOGL":"谷歌A","BK4514":"搜索引擎","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","GOOG":"谷歌","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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