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

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34粉丝

8主题

0勋章

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

2023-07-21

不跌点这么好入场

特斯拉盘中跌超7%，二季度毛利率创近四年新低

2023-07-06

$微软(MSFT)$ 今天全都x了，就你没x，nb

2023-02-10

看评论都是对华为负面的[捂脸]

华为：在与ChatGPT相关的大模型领域早有布局

2023-02-01

支持，持续加仓

“木头姐”上演惊天大逆转！Ark创新ETF在一月回报率创历史新高

2023-01-10

$星巴克(SBUX)$ 给力，继续冲啊！

2023-01-04

买买买

美股芯片股跌至历史底部区间！“一代人只有一次”的复苏机会到了？

去老虎APP查看更多动态

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[真香]","text":"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]","images":[{"img":"https://static.tigerbbs.com/0c111b7f8549fd691bf70567471830a9"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/316103009198136","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555971507886566","authorId":"3555971507886566","name":"福泰阳光","avatar":"https://static.tigerbbs.com/f6c15bb67039a815e9402f32b3c3559f","crmLevel":5,"crmLevelSwitch":1},"content":"你这个老虎盲盒能不能跟我换一个？或者卖给我？5个收集了4个，就差你这个3号盲盒老虎了。❤❤❤","text":"你这个老虎盲盒能不能跟我换一个？或者卖给我？5个收集了4个，就差你这个3号盲盒老虎了。❤❤❤","html":"你这个老虎盲盒能不能跟我换一个？或者卖给我？5个收集了4个，就差你这个3号盲盒老虎了。❤❤❤"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":307034936787136,"gmtCreate":1715994358045,"gmtModify":1715994360637,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 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。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 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。","text":"$Faraday Future(FFIE)$ 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。","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":588,"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},"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":884,"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},"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":1142,"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},"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":4751,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473038530457351","authorId":"3473038530457351","name":"最初感动","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"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},"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":988,"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},"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","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","LU2063271972.USD":"富兰克林创新领域基金","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","03165":"华夏欧优股对冲","ASML":"阿斯麦","EUO":"欧元ETF-ProShares两倍做空","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","FXE":"欧元做多ETF-CurrencyShares","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":812,"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},"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":974,"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},"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","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":{"BK4548":"巴美列捷福持仓","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","BK4585":"ETF&股票定投概念","EL":"雅诗兰黛","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","BK4588":"碎股","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","BK4558":"双十一","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","BK4183":"个人用品"},"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":1115,"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},"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","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":1437,"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},"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","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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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":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","BK4534":"瑞士信贷持仓","LU1712237335.SGD":"Natixis Mirova Global 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Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4528":"SaaS概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）"},"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":857,"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},"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","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{ 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":{"GOOG":"谷歌","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","GOOGL":"谷歌A","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4514":"搜索引擎","LU0557290698.USD":"施罗德环球可持续增长基金","LU0072462426.USD":"贝莱德全球配置 A2","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107203061","content_text":"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。受此消息影响，谷歌盘中涨超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200138872287368,"gmtCreate":1689894005996,"gmtModify":1689894008840,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>200左右上车吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>200左右上车吧","text":"$特斯拉(TSLA)$ 200左右上车吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200138872287368","isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200138614644744,"gmtCreate":1689893901316,"gmtModify":1689893902672,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"不跌点这么好入场","listText":"不跌点这么好入场","text":"不跌点这么好入场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200138614644744","repostId":"2352605421","repostType":4,"repost":{"id":"2352605421","pubTimestamp":1689864302,"share":"https://www.laohu8.com/m/news/2352605421?lang=&edition=full","pubTime":"2023-07-20 22:45","market":"us","language":"zh","title":"特斯拉盘中跌超7%，二季度毛利率创近四年新低","url":"https://stock-news.laohu8.com/highlight/detail?id=2352605421","media":"华尔街见闻","summary":"马斯克说，他对特斯拉的长期价值有着“非常高的信心”。","content":"<html><head></head><body><p>周五，截至发稿特斯拉跌幅扩大至7.24%，为三个月来最大跌幅。<strong>特斯拉二季度业绩的强劲势头出乎市场意料，相比备受降价打击的一季度，二季度一扫颓势，收入和利润双双两位数大增，但降价还在冲击盈利，毛利率超预期下降，跌破20%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1531142ba8331b27730b37abc7e0178\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">特斯拉CEO马斯克在业绩电话会上说，牺牲车辆利润率来换取更多产量“是说得通的”。若经济环境恶化，特斯拉还将降价。</p><p style=\"text-align: justify;\">马斯克说，他对特斯拉的长期价值有着“非常高的信心”。他认为，公司价值有望达到现有规模的五倍、甚至十倍。他还建议像巴菲特价值投资那样持有特斯拉，称特斯拉有长期投资的价值，如果市场恐慌，就买入。</p><h2 id=\"id_1079924644\">二季度营收增速几为一季度两倍 EPS盈利一季度降21%后大增20% </h2><p style=\"text-align: justify;\">美东时间7 月19日周三美股盘后，特斯拉公布，今年第二季度，营业收入超预期增长近50%，刷新去年第四季度所创的单季最高纪录，每股收益（EPS）更是在一季度锐减逾20%后猛增20%：</p><ul><li><p>二季度营业收入为249.27亿美元，较去年四季度所创的纪录高2.5%，同比增长47%，几乎是一季度同比增速24%的两倍，分析师预期同比增44.7%至245.1亿美元，一季度营收环比降4%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b73cb9a9513a361799dee492e53fa32\" title=\"\" tg-width=\"640\" tg-height=\"426\"/></p><ul><li><p>二季度非美国通用会计准则（GAAP）口径下调整后EPS为0.91美元，同比增长20%，分析师预期同比增6.6%至0.81美元，而一季度调整后EPS同比降21%，为2019年三季度以来首次同比下滑。</p></li></ul><p style=\"text-align: justify;\">特斯拉表示，二季度的产量、交付量和营收都创了最高纪录，单季营收首次接近250亿美元，这些纪录是在当前宏观经济环境下取得的成绩，公司感到激动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea0bb3ae96b76d7a7d006d34f8d46d81\" title=\"\" tg-width=\"640\" tg-height=\"318\"/></p><p style=\"text-align: justify;\">值得一提的是，特斯拉以往盈利的一大推手——“卖碳”的收入明显缩水，未能成为营收增长的助力。二季度特斯拉通过出售碳排放信用额度获得收入2.82亿美元，较一季度的5.21亿美元剧减45.9%，跌至2021年三季度以来低位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10cca31c6d6247aa2495b403f436977a\" title=\"\" tg-width=\"640\" tg-height=\"563\"/></p><h2 id=\"id_993967191\">二季度毛利率超预期下降至18.2% 自由现金流不到预期一半</h2><p style=\"text-align: justify;\">财报显示，特斯拉二季度利润率持续下降，毛利率超预期降至四年来低位，凸显了降价等促销手段的打击：</p><ul><li><p>二季度营业利润为23.99亿美元，同比下降3%，环比一季度降9.9%；二季度营业利润率为9.6%，同比下降493个基点，一季度同比降近780个基点至11.4%。</p></li><li><p>二季度GAAP口径下总体毛利率为18.2%，为16个季度来最低水平，低于分析师预期的18.8%，同比下降682个基点，环比一季度下降约110个基点，一季度毛利率同比下降977个基点。</p></li></ul><p style=\"text-align: justify;\">特斯拉评价，虽然一季度和二季度初都有汽车降价，但二季度的营业利润率还保持在约为10%的健康水平。这反映了持续削减成本的努力，柏林和得州工厂继续生产爬坡，以及能源和服务等其他业务的强劲表现。</p><p style=\"text-align: justify;\">二季度自由现金流10.05亿美元，同比增长62%，虽然较一季度创两年新低的4.41亿美元大幅回升，约一季度自由现金流的2.3倍，但还远不及分析师预期的21.8亿美元，不到分析师预期的一半。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63b6c3dfba449cca6c928f98f03929fd\" title=\"\" tg-width=\"538\" tg-height=\"626\"/></p><h2 id=\"id_3523299153\">汽车售价下跌打击盈利和收入 外汇对营收负面影响6亿美元、连降两季</h2><p style=\"text-align: justify;\">财报中，特斯拉总结了一些影响二季度营收和盈利能力的因素，有正面影响的因素包括：</p><ul><li><p>汽车交付量增长（尽管存在新工厂利用率低的盈利逆风因素）；</p></li><li><p>汽车以外公司其他业务的收入和毛利增长；</p></li><li><p>每辆车的平均成本下降，包括原材料成本下降和IRA碳积分。</p></li></ul><p style=\"text-align: justify;\">负面影响因素包括：</p><ul><li><p>剔除外汇影响后，汽车平均售价（ASP）同比下跌；</p></li><li><p>4680电池生产爬坡的成本及其他相关费用；</p></li><li><p>电动皮卡Cybertruck、AI及其他大项目的营业费用增加；</p></li><li><p>外汇对营收的负面影响为6亿美元。</p></li></ul><p style=\"text-align: justify;\">华尔街见闻注意到，外汇、即美元走强对特斯拉营收的负面影响已经连续两个季度减轻，二季度的影响金额6亿美元较一季度的8亿美元减少25%，远低于去年第四季度的14亿美元。</p><p style=\"text-align: justify;\">特斯拉总结，公司将专注于削减成本、能实现未来增长的新产品开发、研发方面的投入、更好的汽车融资选择、持续的产品改进，以及产生自由现金流。特斯拉指出，当前不确定性时期的挑战并未结束。</p><h2 id=\"id_3603162239\">重申上海工厂数月接近满负荷生产 有望今年初步生产Cybertruck</h2><p style=\"text-align: justify;\">本月初特斯拉公布二季度交付超过46.61万辆车，生产汽车47.97万辆，产量和交付量均创单季新高。财报中，特斯拉将此成绩归功于新工厂的持续扩大生产，以及上海和加州超级工厂的强劲表现。</p><p style=\"text-align: justify;\">和前两个季度一样，特斯拉指出，上海工厂已有数月以接近100%的产能利用率生产，同时特斯拉预计，上海工厂的单周产量不会大幅增长，重申上海工厂仍是公司的主要出口中心。</p><p style=\"text-align: justify;\">上周末特斯拉披露，首辆电动皮卡Cybertruck在得州的超级工厂下线。Cybertruck是特斯拉今年最令人期待的车型。因严重依赖Model 3和Model Y提振销量，Cybertruck被外界视为特斯拉未来增长的关键。</p><p style=\"text-align: justify;\">特斯拉此前公布，计划今年第三季度末左右开始交付。本周三的财报中提到，得州的超级工厂正在进行生产Cybertruck的工设备安装，仍处于今年实现初步生产的正轨。</p><p style=\"text-align: justify;\">特斯拉CEO马斯克在业绩电话会上说，他迫不及待地要在今年稍晚开始交付Cybertruck。</p><h2 id=\"id_2041158030\">重申今年产量目标180万辆 增速高于50%的长期目标</h2><p style=\"text-align: justify;\">和此前一样，特斯拉本次财报继续重申，</p><blockquote>计划尽快扩大生产，和公司2021年初设定的目标——50%的复合年均增长率（CAGR）保持一致。有些年份，公司的产量增长可能更快，有些年份可能更慢，这要视多种因素而定。2023年，公司仍预计，会领先于50%的长期CAGR目标，年产量约180万辆。</blockquote></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>特斯拉盘中跌超7%，二季度毛利率创近四年新低</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; 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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特斯拉盘中跌超7%，二季度毛利率创近四年新低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 22:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3693650><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五，截至发稿特斯拉跌幅扩大至7.24%，为三个月来最大跌幅。特斯拉二季度业绩的强劲势头出乎市场意料，相比备受降价打击的一季度，二季度一扫颓势，收入和利润双双两位数大增，但降价还在冲击盈利，毛利率超预期下降，跌破20%。特斯拉CEO马斯克在业绩电话会上说，牺牲车辆利润率来换取更多产量“是说得通的”。若经济环境恶化，特斯拉还将降价。马斯克说，他对特斯拉的长期价值有着“非常高的信心”。他认为，公司价值...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3693650\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3693650","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2352605421","content_text":"周五，截至发稿特斯拉跌幅扩大至7.24%，为三个月来最大跌幅。特斯拉二季度业绩的强劲势头出乎市场意料，相比备受降价打击的一季度，二季度一扫颓势，收入和利润双双两位数大增，但降价还在冲击盈利，毛利率超预期下降，跌破20%。特斯拉CEO马斯克在业绩电话会上说，牺牲车辆利润率来换取更多产量“是说得通的”。若经济环境恶化，特斯拉还将降价。马斯克说，他对特斯拉的长期价值有着“非常高的信心”。他认为，公司价值有望达到现有规模的五倍、甚至十倍。他还建议像巴菲特价值投资那样持有特斯拉，称特斯拉有长期投资的价值，如果市场恐慌，就买入。二季度营收增速几为一季度两倍 EPS盈利一季度降21%后大增20% 美东时间7 月19日周三美股盘后，特斯拉公布，今年第二季度，营业收入超预期增长近50%，刷新去年第四季度所创的单季最高纪录，每股收益（EPS）更是在一季度锐减逾20%后猛增20%：二季度营业收入为249.27亿美元，较去年四季度所创的纪录高2.5%，同比增长47%，几乎是一季度同比增速24%的两倍，分析师预期同比增44.7%至245.1亿美元，一季度营收环比降4%。二季度非美国通用会计准则（GAAP）口径下调整后EPS为0.91美元，同比增长20%，分析师预期同比增6.6%至0.81美元，而一季度调整后EPS同比降21%，为2019年三季度以来首次同比下滑。特斯拉表示，二季度的产量、交付量和营收都创了最高纪录，单季营收首次接近250亿美元，这些纪录是在当前宏观经济环境下取得的成绩，公司感到激动。值得一提的是，特斯拉以往盈利的一大推手——“卖碳”的收入明显缩水，未能成为营收增长的助力。二季度特斯拉通过出售碳排放信用额度获得收入2.82亿美元，较一季度的5.21亿美元剧减45.9%，跌至2021年三季度以来低位。二季度毛利率超预期下降至18.2% 自由现金流不到预期一半财报显示，特斯拉二季度利润率持续下降，毛利率超预期降至四年来低位，凸显了降价等促销手段的打击：二季度营业利润为23.99亿美元，同比下降3%，环比一季度降9.9%；二季度营业利润率为9.6%，同比下降493个基点，一季度同比降近780个基点至11.4%。二季度GAAP口径下总体毛利率为18.2%，为16个季度来最低水平，低于分析师预期的18.8%，同比下降682个基点，环比一季度下降约110个基点，一季度毛利率同比下降977个基点。特斯拉评价，虽然一季度和二季度初都有汽车降价，但二季度的营业利润率还保持在约为10%的健康水平。这反映了持续削减成本的努力，柏林和得州工厂继续生产爬坡，以及能源和服务等其他业务的强劲表现。二季度自由现金流10.05亿美元，同比增长62%，虽然较一季度创两年新低的4.41亿美元大幅回升，约一季度自由现金流的2.3倍，但还远不及分析师预期的21.8亿美元，不到分析师预期的一半。汽车售价下跌打击盈利和收入 外汇对营收负面影响6亿美元、连降两季财报中，特斯拉总结了一些影响二季度营收和盈利能力的因素，有正面影响的因素包括：汽车交付量增长（尽管存在新工厂利用率低的盈利逆风因素）；汽车以外公司其他业务的收入和毛利增长；每辆车的平均成本下降，包括原材料成本下降和IRA碳积分。负面影响因素包括：剔除外汇影响后，汽车平均售价（ASP）同比下跌；4680电池生产爬坡的成本及其他相关费用；电动皮卡Cybertruck、AI及其他大项目的营业费用增加；外汇对营收的负面影响为6亿美元。华尔街见闻注意到，外汇、即美元走强对特斯拉营收的负面影响已经连续两个季度减轻，二季度的影响金额6亿美元较一季度的8亿美元减少25%，远低于去年第四季度的14亿美元。特斯拉总结，公司将专注于削减成本、能实现未来增长的新产品开发、研发方面的投入、更好的汽车融资选择、持续的产品改进，以及产生自由现金流。特斯拉指出，当前不确定性时期的挑战并未结束。重申上海工厂数月接近满负荷生产 有望今年初步生产Cybertruck本月初特斯拉公布二季度交付超过46.61万辆车，生产汽车47.97万辆，产量和交付量均创单季新高。财报中，特斯拉将此成绩归功于新工厂的持续扩大生产，以及上海和加州超级工厂的强劲表现。和前两个季度一样，特斯拉指出，上海工厂已有数月以接近100%的产能利用率生产，同时特斯拉预计，上海工厂的单周产量不会大幅增长，重申上海工厂仍是公司的主要出口中心。上周末特斯拉披露，首辆电动皮卡Cybertruck在得州的超级工厂下线。Cybertruck是特斯拉今年最令人期待的车型。因严重依赖Model 3和Model Y提振销量，Cybertruck被外界视为特斯拉未来增长的关键。特斯拉此前公布，计划今年第三季度末左右开始交付。本周三的财报中提到，得州的超级工厂正在进行生产Cybertruck的工设备安装，仍处于今年实现初步生产的正轨。特斯拉CEO马斯克在业绩电话会上说，他迫不及待地要在今年稍晚开始交付Cybertruck。重申今年产量目标180万辆 增速高于50%的长期目标和此前一样，特斯拉本次财报继续重申，计划尽快扩大生产，和公司2021年初设定的目标——50%的复合年均增长率（CAGR）保持一致。有些年份，公司的产量增长可能更快，有些年份可能更慢，这要视多种因素而定。2023年，公司仍预计，会领先于50%的长期CAGR目标，年产量约180万辆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195074876674208,"gmtCreate":1688658476392,"gmtModify":1688660813731,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>今天全都x了，就你没x，nb","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>今天全都x了，就你没x，nb","text":"$微软(MSFT)$ 今天全都x了，就你没x，nb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195074876674208","isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625912105,"gmtCreate":1676014455508,"gmtModify":1676014458080,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"看评论都是对华为负面的[捂脸]&nbsp;","listText":"看评论都是对华为负面的[捂脸]&nbsp;","text":"看评论都是对华为负面的[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625912105","repostId":"1197613742","repostType":4,"repost":{"id":"1197613742","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":1675999502,"share":"https://www.laohu8.com/m/news/1197613742?lang=&edition=full","pubTime":"2023-02-10 11:25","market":"hk","language":"zh","title":"华为：在与ChatGPT相关的大模型领域早有布局","url":"https://stock-news.laohu8.com/highlight/detail?id=1197613742","media":"老虎资讯综合","summary":"对于华为在类似ChatGPT方向上的布局，华为计算产品线相关负责人表示，公司2020年开始在大模型开始有布局，2021年发布了鹏城盘古大模型，是业界首个千亿级生成和理解中文NLP大模型。在大模型产业化","content":"<html><head></head><body><p>对于华为在类似ChatGPT方向上的布局，华为计算产品线相关负责人表示，公司2020年开始在大模型开始有布局，2021年发布了鹏城盘古大模型，是业界首个千亿级生成和理解中文NLP大模型。在大模型产业化方面，华为已发起了智能遥感开源生态联合体、多模态人工智能产业联合体，智能流体力学产业联合体等。华为将以联合体的模式把科研院所、产业厂商等结合起来，更好地让大模型产业形成正向的闭环回路。（科创板日报）</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>华为：在与ChatGPT相关的大模型领域早有布局</title>\n<style 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11:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>对于华为在类似ChatGPT方向上的布局，华为计算产品线相关负责人表示，公司2020年开始在大模型开始有布局，2021年发布了鹏城盘古大模型，是业界首个千亿级生成和理解中文NLP大模型。在大模型产业化方面，华为已发起了智能遥感开源生态联合体、多模态人工智能产业联合体，智能流体力学产业联合体等。华为将以联合体的模式把科研院所、产业厂商等结合起来，更好地让大模型产业形成正向的闭环回路。（科创板日报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f0607d088fd08637f4d6d330897aafb","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197613742","content_text":"对于华为在类似ChatGPT方向上的布局，华为计算产品线相关负责人表示，公司2020年开始在大模型开始有布局，2021年发布了鹏城盘古大模型，是业界首个千亿级生成和理解中文NLP大模型。在大模型产业化方面，华为已发起了智能遥感开源生态联合体、多模态人工智能产业联合体，智能流体力学产业联合体等。华为将以联合体的模式把科研院所、产业厂商等结合起来，更好地让大模型产业形成正向的闭环回路。（科创板日报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622363701,"gmtCreate":1675221366404,"gmtModify":1675221368826,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"支持，持续加仓","listText":"支持，持续加仓","text":"支持，持续加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622363701","repostId":"1111228537","repostType":4,"repost":{"id":"1111228537","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1675212391,"share":"https://www.laohu8.com/m/news/1111228537?lang=&edition=full","pubTime":"2023-02-01 08:46","market":"hk","language":"zh","title":"“木头姐”上演惊天大逆转！Ark创新ETF在一月回报率创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1111228537","media":"Wind万得","summary":"香港万得通讯社报道，凯茜•伍德(Cathie Wood)在新的一年里迎来了她有史以来表现最好的一个月，之前受重创的那些创新股在新的一年里上演了大逆转。伍德的旗舰Ark创新ETF(ARKK)该指数周二上","content":"<html><head></head><body><p>香港万得通讯社报道，凯茜•伍德(Cathie Wood)在新的一年里迎来了她有史以来表现最好的一个月，之前受重创的那些创新股在新的一年里上演了大逆转。</p><p>伍德的旗舰Ark创新ETF(ARKK)该指数周二上涨3.7%，使1月份的回报率达到27.8%。这是该基金自2014年成立以来表现最强劲的一个月。</p><p>引领2023年涨势的是去年最大的落后者，包括Coinbase，到目前为止，它已经上升了65%。Shopify,特斯拉，精密科学,Roku和英伟达这些股票今年以来的涨幅都超过了30%。在经历了残酷的一年之后，由于利率上升，ARKK损失了67%。</p><p>伍德本月早些时候在一次投资者网络会议中表示:“对通胀和利率的大量悲观情绪已被纳入市场的多重结构中，这对创新类股造成了不均衡的打击。”</p><p>这位创新投资者说，宏观经济趋势应该开始对她有利。一段时间以来，她一直在呼吁通缩，她认为2021年出现的高价格是由与新冠疫情相关的暂时供应问题造成的。</p><p>与此同时，伍德表示，由于库存过剩，美国去年进入衰退。她说，现在经济低迷，加上通胀缓解，应该会促使美联储扭转货币政策，这将有利于她的基金。</p><p>美联储今晚将公布2023年首次货币政策会议利率决议，市场目前普遍预测美联储将加息25基点。</p><p>Wood称:&#34;经济衰退对价值型和周期性行业的影响，要比增长导向和创新主导的行业严重得多。&#34;</p><p>数据显示，尽管Ark创新ETF价格出现了大幅反弹，但这只专注于创新的基金在新的一年里并没有大量资金流入，管理着超过70亿美元资产的基金只有200万美元的新资金流入。</p><p>这与去年同期的2.38亿美元流入形成鲜明对比。数据显示，尽管ARKK去年亏损超过10亿美元，但投资者仍然支持这只基金，这在美国所有交易所交易基金中排名前3%。</p><p>VettaFi研究主管托德•罗森布鲁斯(Todd Rosenbluth)表示:“具有讽刺意味的是，在2022年ARK基金遭受亏损时，许多投资者仍然忠于ARK策略。”“虽然他们中的一些人对2023年将是复苏年失去了耐心，但ETF的10亿美元净流入在过去一年表明，投资者依然非常忠诚和耐心。”</p><p>在新的一年里，伍德继续买入她最喜欢的科技股。在抛售期间，这位广受关注的基金经理几个月来一直在买进受到重创的特斯拉。</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>“木头姐”上演惊天大逆转！Ark创新ETF在一月回报率创历史新高</title>\n<style 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Wood)在新的一年里迎来了她有史以来表现最好的一个月，之前受重创的那些创新股在新的一年里上演了大逆转。</p><p>伍德的旗舰Ark创新ETF(ARKK)该指数周二上涨3.7%，使1月份的回报率达到27.8%。这是该基金自2014年成立以来表现最强劲的一个月。</p><p>引领2023年涨势的是去年最大的落后者，包括Coinbase，到目前为止，它已经上升了65%。Shopify,特斯拉，精密科学,Roku和英伟达这些股票今年以来的涨幅都超过了30%。在经历了残酷的一年之后，由于利率上升，ARKK损失了67%。</p><p>伍德本月早些时候在一次投资者网络会议中表示:“对通胀和利率的大量悲观情绪已被纳入市场的多重结构中，这对创新类股造成了不均衡的打击。”</p><p>这位创新投资者说，宏观经济趋势应该开始对她有利。一段时间以来，她一直在呼吁通缩，她认为2021年出现的高价格是由与新冠疫情相关的暂时供应问题造成的。</p><p>与此同时，伍德表示，由于库存过剩，美国去年进入衰退。她说，现在经济低迷，加上通胀缓解，应该会促使美联储扭转货币政策，这将有利于她的基金。</p><p>美联储今晚将公布2023年首次货币政策会议利率决议，市场目前普遍预测美联储将加息25基点。</p><p>Wood称:&#34;经济衰退对价值型和周期性行业的影响，要比增长导向和创新主导的行业严重得多。&#34;</p><p>数据显示，尽管Ark创新ETF价格出现了大幅反弹，但这只专注于创新的基金在新的一年里并没有大量资金流入，管理着超过70亿美元资产的基金只有200万美元的新资金流入。</p><p>这与去年同期的2.38亿美元流入形成鲜明对比。数据显示，尽管ARKK去年亏损超过10亿美元，但投资者仍然支持这只基金，这在美国所有交易所交易基金中排名前3%。</p><p>VettaFi研究主管托德•罗森布鲁斯(Todd Rosenbluth)表示:“具有讽刺意味的是，在2022年ARK基金遭受亏损时，许多投资者仍然忠于ARK策略。”“虽然他们中的一些人对2023年将是复苏年失去了耐心，但ETF的10亿美元净流入在过去一年表明，投资者依然非常忠诚和耐心。”</p><p>在新的一年里，伍德继续买入她最喜欢的科技股。在抛售期间，这位广受关注的基金经理几个月来一直在买进受到重创的特斯拉。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKK":"ARK Innovation ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111228537","content_text":"香港万得通讯社报道，凯茜•伍德(Cathie Wood)在新的一年里迎来了她有史以来表现最好的一个月，之前受重创的那些创新股在新的一年里上演了大逆转。伍德的旗舰Ark创新ETF(ARKK)该指数周二上涨3.7%，使1月份的回报率达到27.8%。这是该基金自2014年成立以来表现最强劲的一个月。引领2023年涨势的是去年最大的落后者，包括Coinbase，到目前为止，它已经上升了65%。Shopify,特斯拉，精密科学,Roku和英伟达这些股票今年以来的涨幅都超过了30%。在经历了残酷的一年之后，由于利率上升，ARKK损失了67%。伍德本月早些时候在一次投资者网络会议中表示:“对通胀和利率的大量悲观情绪已被纳入市场的多重结构中，这对创新类股造成了不均衡的打击。”这位创新投资者说，宏观经济趋势应该开始对她有利。一段时间以来，她一直在呼吁通缩，她认为2021年出现的高价格是由与新冠疫情相关的暂时供应问题造成的。与此同时，伍德表示，由于库存过剩，美国去年进入衰退。她说，现在经济低迷，加上通胀缓解，应该会促使美联储扭转货币政策，这将有利于她的基金。美联储今晚将公布2023年首次货币政策会议利率决议，市场目前普遍预测美联储将加息25基点。Wood称:\"经济衰退对价值型和周期性行业的影响，要比增长导向和创新主导的行业严重得多。\"数据显示，尽管Ark创新ETF价格出现了大幅反弹，但这只专注于创新的基金在新的一年里并没有大量资金流入，管理着超过70亿美元资产的基金只有200万美元的新资金流入。这与去年同期的2.38亿美元流入形成鲜明对比。数据显示，尽管ARKK去年亏损超过10亿美元，但投资者仍然支持这只基金，这在美国所有交易所交易基金中排名前3%。VettaFi研究主管托德•罗森布鲁斯(Todd Rosenbluth)表示:“具有讽刺意味的是，在2022年ARK基金遭受亏损时，许多投资者仍然忠于ARK策略。”“虽然他们中的一些人对2023年将是复苏年失去了耐心，但ETF的10亿美元净流入在过去一年表明，投资者依然非常忠诚和耐心。”在新的一年里，伍德继续买入她最喜欢的科技股。在抛售期间，这位广受关注的基金经理几个月来一直在买进受到重创的特斯拉。","news_type":1},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628251460,"gmtCreate":1673280255350,"gmtModify":1673280257054,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$星巴克(SBUX)$&nbsp;</a>给力，继续冲啊！","listText":"<a href=\"https://laohu8.com/S/SBUX\">$星巴克(SBUX)$&nbsp;</a>给力，继续冲啊！","text":"$星巴克(SBUX)$ 给力，继续冲啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628251460","isVote":1,"tweetType":1,"viewCount":2954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628954244,"gmtCreate":1672843814488,"gmtModify":1672843816227,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"买买买","listText":"买买买","text":"买买买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628954244","repostId":"2300496324","repostType":2,"repost":{"id":"2300496324","pubTimestamp":1672813321,"share":"https://www.laohu8.com/m/news/2300496324?lang=&edition=full","pubTime":"2023-01-04 14:22","market":"us","language":"zh","title":"美股芯片股跌至历史底部区间！“一代人只有一次”的复苏机会到了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2300496324","media":"智通财经网","summary":"费城半导体指数(SOX)在2022年下跌36%，创下自2008年以来的最大跌幅。","content":"<html><head></head><body><p>智通财经APP获悉，美股芯片股去年遭受重创。但即使盈利预期大幅下调，也无法改变该行业目前处于历史低点附近的事实，这让投资者考虑是否要重新进场。</p><p>费城半导体指数(SOX)在2022年下跌36%，创下自2008年以来的最大跌幅。如果不是最近几周反弹了28%，该指数甚至可能超过2008年创下的48%跌幅。这次反弹以失败告终的事实引发了一个问题，即它们能便宜到什么程度。</p><p>部分投资者相信半导体行业正处于“一代人只有一次”的复苏之中。疫情引发的芯片短缺向世界展示了一个事实:从汽车到弹头，所有东西都需要芯片，而且这种需求只会增长。</p><p>费城半导体指数下滑</p><p><img src=\"https://static.tigerbbs.com/04996e1f2ada3a45c8874c085364561d\" tg-width=\"475\" tg-height=\"329\" width=\"100%\" height=\"auto\"/></p><p>美国、日本、欧盟的政界人士一直在提供优惠条件，以吸引主要参与者在当地建厂。其中最抢手的是<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)。过去几年，该公司曾宣布在美国和日本扩张，但对进军欧洲的计划守口如瓶。</p><p>这种政府补贴推动的产能扩张，再加上全球经济放缓、利率上升以及俄乌冲突的影响，使得卖方分析师对该行业未来几年的利润更加谨慎。平均而言，自2022年第一季度的峰值以来，费城半导体指数的24个月远期收益预期已经下调了17%。这是自2010年以来对芯片股进行的最大一次重估。</p><p>芯片类股估值目前处于历史底部区间</p><p><img src=\"https://static.tigerbbs.com/c01d7884553737f4cc502d45a81fd002\" tg-width=\"484\" tg-height=\"342\" width=\"100%\" height=\"auto\"/></p><p>投资者一直在抛售芯片股，使得费城半导体指数的市盈率降至18.2倍。在过去20年里，该指数的市盈率在19倍以下的时间不到20%，在22倍以上的时间则有63%。</p><p>芯片股很少像现在这样便宜。投资者将需要判断半导体盈利前景如此大幅下滑是否合理，是否会持续下去，还是悲观情绪被夸大了，带来了一个难得的买入机会。</p><p>毕竟，如果政治和商业领袖是对的，半导体在未来几年将是一种宝贵的资源，使得芯片制造商成为地球上最重要的公司。</p></body></html>","source":"highlight_zhitongcaijin","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\" 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href=http://www.zhitongcaijing.com/content/detail/856702.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美股芯片股去年遭受重创。但即使盈利预期大幅下调，也无法改变该行业目前处于历史低点附近的事实，这让投资者考虑是否要重新进场。费城半导体指数(SOX)在2022年下跌36%，创下自2008年以来的最大跌幅。如果不是最近几周反弹了28%，该指数甚至可能超过2008年创下的48%跌幅。这次反弹以失败告终的事实引发了一个问题，即它们能便宜到什么程度。部分投资者相信半导体行业正处于“一代人...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/856702.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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"MU":"美光科技","ASML":"阿斯麦","NVDA":"英伟达","TSM":"台积电","AMD":"美国超微公司","INTC":"英特尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/856702.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2300496324","content_text":"智通财经APP获悉，美股芯片股去年遭受重创。但即使盈利预期大幅下调，也无法改变该行业目前处于历史低点附近的事实，这让投资者考虑是否要重新进场。费城半导体指数(SOX)在2022年下跌36%，创下自2008年以来的最大跌幅。如果不是最近几周反弹了28%，该指数甚至可能超过2008年创下的48%跌幅。这次反弹以失败告终的事实引发了一个问题，即它们能便宜到什么程度。部分投资者相信半导体行业正处于“一代人只有一次”的复苏之中。疫情引发的芯片短缺向世界展示了一个事实:从汽车到弹头，所有东西都需要芯片，而且这种需求只会增长。费城半导体指数下滑美国、日本、欧盟的政界人士一直在提供优惠条件，以吸引主要参与者在当地建厂。其中最抢手的是台积电(TSM.US)。过去几年，该公司曾宣布在美国和日本扩张，但对进军欧洲的计划守口如瓶。这种政府补贴推动的产能扩张，再加上全球经济放缓、利率上升以及俄乌冲突的影响，使得卖方分析师对该行业未来几年的利润更加谨慎。平均而言，自2022年第一季度的峰值以来，费城半导体指数的24个月远期收益预期已经下调了17%。这是自2010年以来对芯片股进行的最大一次重估。芯片类股估值目前处于历史底部区间投资者一直在抛售芯片股，使得费城半导体指数的市盈率降至18.2倍。在过去20年里，该指数的市盈率在19倍以下的时间不到20%，在22倍以上的时间则有63%。芯片股很少像现在这样便宜。投资者将需要判断半导体盈利前景如此大幅下滑是否合理，是否会持续下去，还是悲观情绪被夸大了，带来了一个难得的买入机会。毕竟，如果政治和商业领袖是对的，半导体在未来几年将是一种宝贵的资源，使得芯片制造商成为地球上最重要的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":616976057,"gmtCreate":1651393566799,"gmtModify":1651455001940,"author":{"id":"3475453298168974","authorId":"3475453298168974","name":"海熊宝","avatar":"https://static.tigerbbs.com/d8244e477211558787eccd1589a18ddf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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