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几米one
10-28
大选进入倒计时:华尔街全面押注“特朗普交易”
查看详情:
大选进入倒计时:华尔街全面押注“特朗普交易”
2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户
大选进入倒计时:华尔街全面押注“特朗普交易”
几米one
10-15
这篇文章不错,转发给大家看看
@京城Z先生:从 “老乡别走”,到 “老乡哪里跑”,只需两周时间。
$三倍做多富时中国ETF-Direxion(YINN)$
几米one
10-14
这篇文章不错,转发给大家看看
异动解读 | 中国政策引发中概股波动 三倍做多富时中国ETF暴跌
几米one
10-12
这篇文章不错,转发给大家看看
@Seven8:
$Coinbase Global, Inc.(COIN)$
身家112亿的Coinbase创始人刚刚娶了中国老婆 Angela Meng,她在北京和洛杉矶长大,工作有在香港《南华早报》和北京《路透社》担任记者,写过深度报道。
几米one
10-10
这篇文章不错,转发给大家看看
中国银行大幅上涨 银行股普涨趋势明显
几米one
10-07
这篇文章不错,转发给大家看看
异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好
几米one
10-07
这篇文章不错,转发给大家看看
Chinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%
几米one
10-04
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欧盟委员会向中国电动汽车征收反补贴税提议获通过
几米one
10-03
这篇文章不错,转发给大家看看
Beamr Imaging Ltd. (BMR): A Popular AI Penny Stock Under $5
几米one
10-03
这篇文章不错,转发给大家看看
声网狂飙领涨中概,正式发布aPaaS产品“灵动会议”
几米one
10-03
这篇文章不错,转发给大家看看
@雷递:京东接盘沃尔玛所持达达股权:持股增至63% 朱晓静退出达达董事会
几米one
02-20
1
@柏铭科技:美国在芯片制造方面即将被中国超越,难怪掏500亿补贴美芯
几米one
02-14
这篇文章不错,转发给大家看看
抱歉,原内容已删除
几米one
02-13
这篇文章不错,转发给大家看看
江西首富扩产,一年净赚超65亿
几米one
02-09
这篇文章不错,转发给大家看看
Is United Airlines Holdings, Inc. (NASDAQ:UAL) A High Quality Stock To Own?
几米one
02-07
这篇文章不错,转发给大家看看
Canadian Solar gets $160M financing, wins Microsoft as customer, for Louisiana project
几米one
02-07
这篇文章不错,转发给大家看看
Enjoy Monthly Income From 2 Top-Notch Opportunities
几米one
02-01
这篇文章不错,转发给大家看看
Is JinkoSolar Holding (NYSE:JKS) Using Too Much Debt?
几米one
01-30
这篇文章不错,转发给大家看看
一年5倍,强势碾压英伟达!AI“新贵”超微电脑赚麻了
几米one
01-30
这篇文章不错,转发给大家看看
US Stocks Edge Lower; Pfizer Reports Surprise Profit
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],"title":"大选进入倒计时:华尔街全面押注“特朗普交易”","htmlText":"查看详情: <a href=\"https://www.itigerup.com/hans/marketing/election2?actionID=0daf205bc1fdd2f63e8c83b256de3a2f&skin=2&os=iOS&account_id=432874&utm_medium=tiger_community&platform=iOS&shareID=770880759a0352f40a537d42b27a84c0&invite=M2ZZP&lang=zh_CN\">大选进入倒计时:华尔街全面押注“特朗普交易”</a> 2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www.itigerup.com/hans/marketing/election2?actionID=0daf205bc1fdd2f63e8c83b256de3a2f&skin=2&os=iOS&account_id=432874&utm_medium=tiger_community&platform=iOS&shareID=770880759a0352f40a537d42b27a84c0&invite=M2ZZP&lang=zh_CN\">大选进入倒计时:华尔街全面押注“特朗普交易”</a> 2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户","text":"查看详情: 大选进入倒计时:华尔街全面押注“特朗普交易” 2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364879643250992","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360286352806152,"gmtCreate":1728978919912,"gmtModify":1728978921534,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360286352806152","repostId":"360286578585624","repostType":1,"repost":{"id":360286578585624,"gmtCreate":1728978888808,"gmtModify":1728978892976,"author":{"id":"3556065915296727","authorId":"3556065915296727","name":"京城Z先生","avatar":"https://static.tigerbbs.com/da54e036041e5c8ebada295a54421b52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556065915296727","authorIdStr":"3556065915296727"},"themes":[],"htmlText":"从 “老乡别走”,到 “老乡哪里跑”,只需两周时间。<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> ","listText":"从 “老乡别走”,到 “老乡哪里跑”,只需两周时间。<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> ","text":"从 “老乡别走”,到 “老乡哪里跑”,只需两周时间。$三倍做多富时中国ETF-Direxion(YINN)$","images":[{"img":"https://static.tigerbbs.com/a01681391b25ff6f494cdbcce90d0e3c","width":"954","height":"1253"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360286578585624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359949464977576,"gmtCreate":1728909966358,"gmtModify":1728909968234,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359949464977576","repostId":"1164614556","repostType":2,"repost":{"id":"1164614556","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1728903392,"share":"https://www.laohu8.com/m/news/1164614556?lang=&edition=full","pubTime":"2024-10-14 18:56","market":"hk","language":"zh","title":"异动解读 | 中国政策引发中概股波动 三倍做多富时中国ETF暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1164614556","media":"异动解读","summary":"2024年10月14日,中国概念股在美交易显著波动。三倍做多富时中国ETF-Direxion盘前暴跌5.15%,引发市场广泛关注。此前,中国政府宣布将陆续出台一系列稳增长、扩内需、化风险的政策措施,包括大规模化解地方债务、支持国有大行补充资本金以及采取行动稳定房地产市场等。中国内地投资者对于这些政策表现出较高的预期,推动A股市场整体走高。作为三倍做多富时中国ETF,该基金主要追踪富时中国A股指数的表现。","content":"<p>2024年10月14日,中国概念股在美交易显著波动。三倍做多富时中国ETF-Direxion盘前暴跌5.15%,引发市场广泛关注。</p>\n\n<p>此前,中国政府宣布将陆续出台一系列稳增长、扩内需、化风险的政策措施,包括大规模化解地方债务、支持国有大行补充资本金以及采取行动稳定房地产市场等。这些预期措施初衷是为促进经济复苏,但实际上在市场引发了分歧反应。</p>\n\n<p>中国内地投资者对于这些政策表现出较高的预期,推动A股市场整体走高。但在香港和海外市场,投资者则显得更加审慎,缺乏政策实施的具体细节和时间表,令人质疑效果。中概股因而呈现出震荡分化的态势。</p>\n\n<p>作为三倍做多富时中国ETF,该基金主要追踪富时中国A股指数的表现。A股市场的上扬为基金带来一定的涨势,但由于其高杠杆属性,市场分歧也被放大,造成基金当日大幅下挫。短期内,基金的波动预计将持续,并对未来的政策落实和市场反应保持敏感。</p>","source":"ai_movement_cn","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>异动解读 | 中国政策引发中概股波动 三倍做多富时中国ETF暴跌</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; 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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异动解读 | 中国政策引发中概股波动 三倍做多富时中国ETF暴跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-14 18:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2024年10月14日,中国概念股在美交易显著波动。三倍做多富时中国ETF-Direxion盘前暴跌5.15%,引发市场广泛关注。</p>\n\n<p>此前,中国政府宣布将陆续出台一系列稳增长、扩内需、化风险的政策措施,包括大规模化解地方债务、支持国有大行补充资本金以及采取行动稳定房地产市场等。这些预期措施初衷是为促进经济复苏,但实际上在市场引发了分歧反应。</p>\n\n<p>中国内地投资者对于这些政策表现出较高的预期,推动A股市场整体走高。但在香港和海外市场,投资者则显得更加审慎,缺乏政策实施的具体细节和时间表,令人质疑效果。中概股因而呈现出震荡分化的态势。</p>\n\n<p>作为三倍做多富时中国ETF,该基金主要追踪富时中国A股指数的表现。A股市场的上扬为基金带来一定的涨势,但由于其高杠杆属性,市场分歧也被放大,造成基金当日大幅下挫。短期内,基金的波动预计将持续,并对未来的政策落实和市场反应保持敏感。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164614556","content_text":"2024年10月14日,中国概念股在美交易显著波动。三倍做多富时中国ETF-Direxion盘前暴跌5.15%,引发市场广泛关注。\n此前,中国政府宣布将陆续出台一系列稳增长、扩内需、化风险的政策措施,包括大规模化解地方债务、支持国有大行补充资本金以及采取行动稳定房地产市场等。这些预期措施初衷是为促进经济复苏,但实际上在市场引发了分歧反应。\n中国内地投资者对于这些政策表现出较高的预期,推动A股市场整体走高。但在香港和海外市场,投资者则显得更加审慎,缺乏政策实施的具体细节和时间表,令人质疑效果。中概股因而呈现出震荡分化的态势。\n作为三倍做多富时中国ETF,该基金主要追踪富时中国A股指数的表现。A股市场的上扬为基金带来一定的涨势,但由于其高杠杆属性,市场分歧也被放大,造成基金当日大幅下挫。短期内,基金的波动预计将持续,并对未来的政策落实和市场反应保持敏感。","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359044963164232,"gmtCreate":1728665540704,"gmtModify":1728665542567,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359044963164232","repostId":"358558730256672","repostType":1,"repost":{"id":358558730256672,"gmtCreate":1728547069411,"gmtModify":1728547737984,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20703384576125","authorIdStr":"20703384576125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> 身家112亿的Coinbase创始人刚刚娶了中国老婆 Angela Meng,她在北京和洛杉矶长大,工作有在香港《南华早报》和北京《路透社》担任记者,写过深度报道。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> 身家112亿的Coinbase创始人刚刚娶了中国老婆 Angela Meng,她在北京和洛杉矶长大,工作有在香港《南华早报》和北京《路透社》担任记者,写过深度报道。","text":"$Coinbase Global, Inc.(COIN)$ 身家112亿的Coinbase创始人刚刚娶了中国老婆 Angela Meng,她在北京和洛杉矶长大,工作有在香港《南华早报》和北京《路透社》担任记者,写过深度报道。","images":[{"img":"https://static.tigerbbs.com/af4faeffea1d7c0e1cb0935d102af366","width":"1366","height":"2048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358558730256672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358523949838568,"gmtCreate":1728538629889,"gmtModify":1728538631506,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358523949838568","repostId":"2474737279","repostType":2,"repost":{"id":"2474737279","pubTimestamp":1728527461,"share":"https://www.laohu8.com/m/news/2474737279?lang=&edition=full","pubTime":"2024-10-10 10:31","market":"sh","language":"zh","title":"中国银行大幅上涨 银行股普涨趋势明显","url":"https://stock-news.laohu8.com/highlight/detail?id=2474737279","media":"智选洞察","summary":"10月10日,中国银行股价大幅上涨,截至10点31分,中国银行上涨3.12%,报4.96元/股,成交9.09亿元,换手率0.09%。“四大行”中涨幅以农业银行的35.3%居首,其次是工商银行、中国银行和建设银行。某银行理财子人士表示,股市火爆,客户心理波动较大,银行理财中现金类产品被赎回较明显。主营业务及业绩中国银行公司主营业务为从事商业银行业务,主要包括公司业务、个人银行业务及资金业务,亦从事投资银行及保险业务。","content":"<html><body><article><p>10月10日,<a href=\"https://laohu8.com/S/601988\">中国银行</a>(601988)股价大幅上涨,截至10点31分,<a href=\"https://laohu8.com/S/03988\">中国银行</a>上涨3.12%,报4.96元/股,成交9.09亿元,<span>换手率</span>0.09%。</p><p>消息解读</p><p>2024年上半年,银行股走出独立行情,个股呈现普涨趋势,部分银行股市净率已经逼近1左右。涨幅居前多是城市商业银行。“四大行”中涨幅以<a href=\"https://laohu8.com/S/601288\">农业银行</a>的35.3%居首,其次是<a href=\"https://laohu8.com/S/601398\">工商银行</a>、中国银行和<a href=\"https://laohu8.com/S/601939\">建设银行</a>。</p><p>截至10月9日,据记者不完全统计,已有超20家银行宣布拟于10月12日发布存量房贷<span>利率</span>调整具体操作细则,并于10月31日前完成存量房贷利率批量调整工作。</p><p>10月8日全市场固收类(债基+银行理财)产品赎回规模约5000亿,赎回主要集中在昨日上午,下午有所减少。其中,全市场债基赎回约2000亿。某银行理财子人士表示,股市火爆,客户心理波动较大,银行理财中现金类产品被赎回较明显。来自多家机构消息显示,9日赎回规模有所下降,较多集中在固收+产品。随着权益市场波动降低及季末因素消失,部分债券<span>资产</span>在调整后已经初步具备配置价值。过去的一周,超预期政策落地以来,6个交易日,上证指数暴力<span>拉升</span>近千点,投资者坐不住了,资金正在从货基、债基以及银行理财向权益市场搬家。</p><p>机构分析</p><p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研究团队预测,本轮存量房贷利率下调,对银行息差负面影响约6个基点。招联首席研究员董希淼表示:“如果存量房贷利率下调50个基点,将导致银行净息差降低7个基点,<span>营业收入</span>下降3%,<span>净利润</span>减少6%。而且,如果<span>LPR</span>继续下降20个基点,存量和新增房贷利率还将进一步降低。”。</p><p>此外,数据统计显示,近半年内4家券商给予增持建议,9家券商给予买入建议。</p><p>资金动向</p><p>截止发稿,中国银行获得主力净流入1.19亿元,其中超大单流入1.47亿元,大单流出2810万元。数据显示,该股今日净流入较近5日净流入均值增加3.26亿元。</p><p>融资融券方面,中国银行10月08日获得融资净买入1.08亿元,当日该股融资余额为17.45亿元,当较前一日增加6.62%,实现2连增;该股融券余额为729万元,融券余量为147.13万股,比上日增加4.66%。</p><p>主营业务及业绩</p><p>中国银行公司主营业务为从事商业银行业务,主要包括公司业务、个人银行业务及资金业务,亦从事投资银行及保险业务。</p><p>最新财报显示,今年中报,中国银行实现营业收入3,170.76亿元,同比减少0.67%,净利润为1,186.01亿元,同比减少1.24%,<span>基本每股收益</span>为0.36元。</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</p></article></body></html>","source":"tencent","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>中国银行大幅上涨 银行股普涨趋势明显</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中国银行大幅上涨 银行股普涨趋势明显\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 10:31 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241010103357a1df93ef&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月10日,中国银行(601988)股价大幅上涨,截至10点31分,中国银行上涨3.12%,报4.96元/股,成交9.09亿元,换手率0.09%。消息解读2024年上半年,银行股走出独立行情,个股呈现普涨趋势,部分银行股市净率已经逼近1左右。涨幅居前多是城市商业银行。“四大行”中涨幅以农业银行的35.3%居首,其次是工商银行、中国银行和建设银行。截至10月9日,据记者不完全统计,已有超20家银行...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241010103357a1df93ef&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601988":"中国银行","BK0012":"证金概念","BK0015":"沪股通50","BK0188":"融资融券","BK0183":"MSCI概念","BK0028":"国家队","BK0278":"货币金融"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241010103357a1df93ef&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2474737279","content_text":"10月10日,中国银行(601988)股价大幅上涨,截至10点31分,中国银行上涨3.12%,报4.96元/股,成交9.09亿元,换手率0.09%。消息解读2024年上半年,银行股走出独立行情,个股呈现普涨趋势,部分银行股市净率已经逼近1左右。涨幅居前多是城市商业银行。“四大行”中涨幅以农业银行的35.3%居首,其次是工商银行、中国银行和建设银行。截至10月9日,据记者不完全统计,已有超20家银行宣布拟于10月12日发布存量房贷利率调整具体操作细则,并于10月31日前完成存量房贷利率批量调整工作。10月8日全市场固收类(债基+银行理财)产品赎回规模约5000亿,赎回主要集中在昨日上午,下午有所减少。其中,全市场债基赎回约2000亿。某银行理财子人士表示,股市火爆,客户心理波动较大,银行理财中现金类产品被赎回较明显。来自多家机构消息显示,9日赎回规模有所下降,较多集中在固收+产品。随着权益市场波动降低及季末因素消失,部分债券资产在调整后已经初步具备配置价值。过去的一周,超预期政策落地以来,6个交易日,上证指数暴力拉升近千点,投资者坐不住了,资金正在从货基、债基以及银行理财向权益市场搬家。机构分析华泰证券研究团队预测,本轮存量房贷利率下调,对银行息差负面影响约6个基点。招联首席研究员董希淼表示:“如果存量房贷利率下调50个基点,将导致银行净息差降低7个基点,营业收入下降3%,净利润减少6%。而且,如果LPR继续下降20个基点,存量和新增房贷利率还将进一步降低。”。此外,数据统计显示,近半年内4家券商给予增持建议,9家券商给予买入建议。资金动向截止发稿,中国银行获得主力净流入1.19亿元,其中超大单流入1.47亿元,大单流出2810万元。数据显示,该股今日净流入较近5日净流入均值增加3.26亿元。融资融券方面,中国银行10月08日获得融资净买入1.08亿元,当日该股融资余额为17.45亿元,当较前一日增加6.62%,实现2连增;该股融券余额为729万元,融券余量为147.13万股,比上日增加4.66%。主营业务及业绩中国银行公司主营业务为从事商业银行业务,主要包括公司业务、个人银行业务及资金业务,亦从事投资银行及保险业务。最新财报显示,今年中报,中国银行实现营业收入3,170.76亿元,同比减少0.67%,净利润为1,186.01亿元,同比减少1.24%,基本每股收益为0.36元。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357608032714776,"gmtCreate":1728316113993,"gmtModify":1728316115811,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357608032714776","repostId":"1129798602","repostType":2,"repost":{"id":"1129798602","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1728307967,"share":"https://www.laohu8.com/m/news/1129798602?lang=&edition=full","pubTime":"2024-10-07 21:32","market":"hk","language":"zh","title":"异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好","url":"https://stock-news.laohu8.com/highlight/detail?id=1129798602","media":"异动解读","summary":"特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。\n\n消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。\n\n马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。","content":"<p>特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。</p>\n\n<p>消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。</p>\n\n<p>马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。</p>","source":"ai_movement_cn","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>异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好</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; 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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异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-07 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。</p>\n\n<p>消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。</p>\n\n<p>马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129798602","content_text":"特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。\n消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。\n马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357581257126152,"gmtCreate":1728309665557,"gmtModify":1728309667657,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357581257126152","repostId":"1113715460","repostType":2,"repost":{"id":"1113715460","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728288455,"share":"https://www.laohu8.com/m/news/1113715460?lang=&edition=full","pubTime":"2024-10-07 16:07","market":"us","language":"en","title":"Chinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113715460","media":"Tiger Newspress","summary":"Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.The world-beating rally in Chine","content":"<html><head></head><body><p>Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ac456904d5529805b4f9bd374531ae76\" title=\"\" tg-width=\"596\" tg-height=\"445\"/></p><p style=\"text-align: start;\">The world-beating rally in Chinese stocks is failing to convince many global fund managers and strategists.</p><p>Invesco Ltd., JPMorgan Asset Management, HSBC Global Private Banking and Wealth, and Nomura Holdings Inc. are among those viewing the recent rebound with skepticism and waiting for Beijing to back up its stimulus pledges with real money. Some are also concerned many stocks are already reaching overvalued levels.</p><p style=\"text-align: start;\">Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence. The Hang Seng China Enterprises Index, which comprises Chinese stocks listed in Hong Kong, has jumped more than 35% over the past month, making it the best performer among more than 90 global equity gauges tracked by Bloomberg, while raising concern it may be too far, too fast.</p><p style=\"text-align: start;\">“In the short term, sentiment could overshoot but people will go back to fundamentals,” said Raymond Ma, Invesco’s chief investment officer for Hong Kong and Mainland China. “Because of this rally, some stocks have become really overvalued” and they lack a clear value proposition based on their likely earnings performance, he said.</p><p style=\"text-align: start;\">Stimulus announced by Beijing has included interest-rate cuts, freeing-up of cash at banks, billions of dollars of liquidity support for stocks, and a vow to end the long-term slide in property prices. The China National Development and Reform Commission will host a press conference Tuesday to discuss implementation of a package of incremental economic policies.</p><p>While there’s plenty of optimism that could underpin a sustainable equity rally, there have been a number of false dawns before, most recently a rally in February that completely unwound.</p><p style=\"text-align: start;\">Ma at Invesco, who was one of relatively few China bulls coming into this year, said he’s in no rush to add to his investments now.</p><p style=\"text-align: start;\">“There are a group of stocks whose share prices are up by 30% to 40% and almost at historical highs,” he said. “Whether in the next 12 months the fundamentals will be as good as before their peak, that’s more uncertain to me. That would be the category we would like to trim.”</p><p style=\"text-align: start;\">The surge in the past two weeks has seen Chinese equities reassert their influence over broader emerging-market gauges, and dented the performance of fund managers who had been running underweight positions in the biggest developing-nation economy. The durability of the rebound will not only matter for the year-end performance of index-tracking funds, but also have direct implications for nations that have trading and investment links with China.</p><p>JPMorgan Asset Management is just as cautious.</p><p>“Additional policy steps would be needed to boost economic activity and confidence,” said Tai Hui, Asia Pacific chief market strategist in Hong Kong. “The policies announced so far can help to smoothen out the de-leveraging process, but the balance-sheet repairing would still need to take place.”</p><p>Hui also pointed to global uncertainties that may crimp the nascent stock rally.</p><p>“With the U.S. elections only a month away, many investors would argue that the U.S. view of China as an economic and geopolitical rival is a bipartisan consensus,” he said. Moreover, “foreign investors may choose to wait for economic data to bottom out and for this new policy direct to solidify,’ he said.</p><p>Slowing Growth</p><p>HSBC Global Private Banking remains concerned the steps China has taken aren’t enough to reverse the nation’s slowing long-term growth outlook.</p><p>“More significant fiscal easing is still needed to sustain the recovery momentum and shore up growth to achieve the 5% 2024 GDP growth target,” said Cheuk Wan Fan, chief investment officer for Asia at the private bank in Hong Kong. “For now, we stay neutral on mainland China and Hong Kong equities based on our expectation of China’s GDP growth decelerating from 4.9% in 2024 to 4.5% in 2025.”</p><p>Goldman Positive</p><p>Some are predicting further gains.</p><p>Goldman Sachs Group Inc. has upgraded its call on Chinese stocks to overweight, and said indexes tracking the nation’s equities may rise another 15%-to-20% if authorities deliver on policy measures.</p><p>Beijing’s recent stimulus announcements “have led the market to believe that policy makers have become more concerned about taking sufficient action to curtail left-tail growth risk,” strategists including Tim Moe wrote in a note dated Oct. 5.</p><p>Bond ‘Challenges’</p><p>Some investors and strategists are also wary about what the stimulus blitz means for the nation’s bonds and currency.</p><p>China’s bonds have dropped since the stock rally started, ending at least temporarily a period in which yields set successive record lows as investors bought haven assets.</p><p>“There are still major challenges to be resolved, and it’s not an easy road,” said Lynn Song, chief economist for Greater China at ING Bank in Hong Kong. “We need to ensure that this policy blitz is effective in stabilizing the downward trajectory of the housing market and not just result in a rush of hot money to equities.”</p><p>Bonds may become a beneficiary if the stock market cools, Song said. “There’s certainly a risk we could revert back to the previous months’ environment if anything goes wrong in the next steps ahead.”</p><p style=\"text-align: start;\">Yuan traders will be watching out on Tuesday for the central bank’s daily reference rate, the level around which the currency is allowed to trade. The onshore yuan has strengthened more than 1% in the past month to approach the key level of 7 per dollar. A break of that barrier may trigger a further rally.</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>Chinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%</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\">\nChinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2024-10-07 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ac456904d5529805b4f9bd374531ae76\" title=\"\" tg-width=\"596\" tg-height=\"445\"/></p><p style=\"text-align: start;\">The world-beating rally in Chinese stocks is failing to convince many global fund managers and strategists.</p><p>Invesco Ltd., JPMorgan Asset Management, HSBC Global Private Banking and Wealth, and Nomura Holdings Inc. are among those viewing the recent rebound with skepticism and waiting for Beijing to back up its stimulus pledges with real money. Some are also concerned many stocks are already reaching overvalued levels.</p><p style=\"text-align: start;\">Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence. The Hang Seng China Enterprises Index, which comprises Chinese stocks listed in Hong Kong, has jumped more than 35% over the past month, making it the best performer among more than 90 global equity gauges tracked by Bloomberg, while raising concern it may be too far, too fast.</p><p style=\"text-align: start;\">“In the short term, sentiment could overshoot but people will go back to fundamentals,” said Raymond Ma, Invesco’s chief investment officer for Hong Kong and Mainland China. “Because of this rally, some stocks have become really overvalued” and they lack a clear value proposition based on their likely earnings performance, he said.</p><p style=\"text-align: start;\">Stimulus announced by Beijing has included interest-rate cuts, freeing-up of cash at banks, billions of dollars of liquidity support for stocks, and a vow to end the long-term slide in property prices. The China National Development and Reform Commission will host a press conference Tuesday to discuss implementation of a package of incremental economic policies.</p><p>While there’s plenty of optimism that could underpin a sustainable equity rally, there have been a number of false dawns before, most recently a rally in February that completely unwound.</p><p style=\"text-align: start;\">Ma at Invesco, who was one of relatively few China bulls coming into this year, said he’s in no rush to add to his investments now.</p><p style=\"text-align: start;\">“There are a group of stocks whose share prices are up by 30% to 40% and almost at historical highs,” he said. “Whether in the next 12 months the fundamentals will be as good as before their peak, that’s more uncertain to me. That would be the category we would like to trim.”</p><p style=\"text-align: start;\">The surge in the past two weeks has seen Chinese equities reassert their influence over broader emerging-market gauges, and dented the performance of fund managers who had been running underweight positions in the biggest developing-nation economy. The durability of the rebound will not only matter for the year-end performance of index-tracking funds, but also have direct implications for nations that have trading and investment links with China.</p><p>JPMorgan Asset Management is just as cautious.</p><p>“Additional policy steps would be needed to boost economic activity and confidence,” said Tai Hui, Asia Pacific chief market strategist in Hong Kong. “The policies announced so far can help to smoothen out the de-leveraging process, but the balance-sheet repairing would still need to take place.”</p><p>Hui also pointed to global uncertainties that may crimp the nascent stock rally.</p><p>“With the U.S. elections only a month away, many investors would argue that the U.S. view of China as an economic and geopolitical rival is a bipartisan consensus,” he said. Moreover, “foreign investors may choose to wait for economic data to bottom out and for this new policy direct to solidify,’ he said.</p><p>Slowing Growth</p><p>HSBC Global Private Banking remains concerned the steps China has taken aren’t enough to reverse the nation’s slowing long-term growth outlook.</p><p>“More significant fiscal easing is still needed to sustain the recovery momentum and shore up growth to achieve the 5% 2024 GDP growth target,” said Cheuk Wan Fan, chief investment officer for Asia at the private bank in Hong Kong. “For now, we stay neutral on mainland China and Hong Kong equities based on our expectation of China’s GDP growth decelerating from 4.9% in 2024 to 4.5% in 2025.”</p><p>Goldman Positive</p><p>Some are predicting further gains.</p><p>Goldman Sachs Group Inc. has upgraded its call on Chinese stocks to overweight, and said indexes tracking the nation’s equities may rise another 15%-to-20% if authorities deliver on policy measures.</p><p>Beijing’s recent stimulus announcements “have led the market to believe that policy makers have become more concerned about taking sufficient action to curtail left-tail growth risk,” strategists including Tim Moe wrote in a note dated Oct. 5.</p><p>Bond ‘Challenges’</p><p>Some investors and strategists are also wary about what the stimulus blitz means for the nation’s bonds and currency.</p><p>China’s bonds have dropped since the stock rally started, ending at least temporarily a period in which yields set successive record lows as investors bought haven assets.</p><p>“There are still major challenges to be resolved, and it’s not an easy road,” said Lynn Song, chief economist for Greater China at ING Bank in Hong Kong. “We need to ensure that this policy blitz is effective in stabilizing the downward trajectory of the housing market and not just result in a rush of hot money to equities.”</p><p>Bonds may become a beneficiary if the stock market cools, Song said. “There’s certainly a risk we could revert back to the previous months’ environment if anything goes wrong in the next steps ahead.”</p><p style=\"text-align: start;\">Yuan traders will be watching out on Tuesday for the central bank’s daily reference rate, the level around which the currency is allowed to trade. The onshore yuan has strengthened more than 1% in the past month to approach the key level of 7 per dollar. A break of that barrier may trigger a further rally.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion","NTES":"网易","DRAG":"中国龙ETF-Roundhill","TIGR":"老虎证券","BIDU":"百度","XPEV":"小鹏汽车","JD":"京东","BILI":"哔哩哔哩","LI":"理想汽车","NIO":"蔚来","TCOM":"携程网","PDD":"拼多多","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113715460","content_text":"Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.The world-beating rally in Chinese stocks is failing to convince many global fund managers and strategists.Invesco Ltd., JPMorgan Asset Management, HSBC Global Private Banking and Wealth, and Nomura Holdings Inc. are among those viewing the recent rebound with skepticism and waiting for Beijing to back up its stimulus pledges with real money. Some are also concerned many stocks are already reaching overvalued levels.Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence. The Hang Seng China Enterprises Index, which comprises Chinese stocks listed in Hong Kong, has jumped more than 35% over the past month, making it the best performer among more than 90 global equity gauges tracked by Bloomberg, while raising concern it may be too far, too fast.“In the short term, sentiment could overshoot but people will go back to fundamentals,” said Raymond Ma, Invesco’s chief investment officer for Hong Kong and Mainland China. “Because of this rally, some stocks have become really overvalued” and they lack a clear value proposition based on their likely earnings performance, he said.Stimulus announced by Beijing has included interest-rate cuts, freeing-up of cash at banks, billions of dollars of liquidity support for stocks, and a vow to end the long-term slide in property prices. The China National Development and Reform Commission will host a press conference Tuesday to discuss implementation of a package of incremental economic policies.While there’s plenty of optimism that could underpin a sustainable equity rally, there have been a number of false dawns before, most recently a rally in February that completely unwound.Ma at Invesco, who was one of relatively few China bulls coming into this year, said he’s in no rush to add to his investments now.“There are a group of stocks whose share prices are up by 30% to 40% and almost at historical highs,” he said. “Whether in the next 12 months the fundamentals will be as good as before their peak, that’s more uncertain to me. That would be the category we would like to trim.”The surge in the past two weeks has seen Chinese equities reassert their influence over broader emerging-market gauges, and dented the performance of fund managers who had been running underweight positions in the biggest developing-nation economy. The durability of the rebound will not only matter for the year-end performance of index-tracking funds, but also have direct implications for nations that have trading and investment links with China.JPMorgan Asset Management is just as cautious.“Additional policy steps would be needed to boost economic activity and confidence,” said Tai Hui, Asia Pacific chief market strategist in Hong Kong. “The policies announced so far can help to smoothen out the de-leveraging process, but the balance-sheet repairing would still need to take place.”Hui also pointed to global uncertainties that may crimp the nascent stock rally.“With the U.S. elections only a month away, many investors would argue that the U.S. view of China as an economic and geopolitical rival is a bipartisan consensus,” he said. Moreover, “foreign investors may choose to wait for economic data to bottom out and for this new policy direct to solidify,’ he said.Slowing GrowthHSBC Global Private Banking remains concerned the steps China has taken aren’t enough to reverse the nation’s slowing long-term growth outlook.“More significant fiscal easing is still needed to sustain the recovery momentum and shore up growth to achieve the 5% 2024 GDP growth target,” said Cheuk Wan Fan, chief investment officer for Asia at the private bank in Hong Kong. “For now, we stay neutral on mainland China and Hong Kong equities based on our expectation of China’s GDP growth decelerating from 4.9% in 2024 to 4.5% in 2025.”Goldman PositiveSome are predicting further gains.Goldman Sachs Group Inc. has upgraded its call on Chinese stocks to overweight, and said indexes tracking the nation’s equities may rise another 15%-to-20% if authorities deliver on policy measures.Beijing’s recent stimulus announcements “have led the market to believe that policy makers have become more concerned about taking sufficient action to curtail left-tail growth risk,” strategists including Tim Moe wrote in a note dated Oct. 5.Bond ‘Challenges’Some investors and strategists are also wary about what the stimulus blitz means for the nation’s bonds and currency.China’s bonds have dropped since the stock rally started, ending at least temporarily a period in which yields set successive record lows as investors bought haven assets.“There are still major challenges to be resolved, and it’s not an easy road,” said Lynn Song, chief economist for Greater China at ING Bank in Hong Kong. “We need to ensure that this policy blitz is effective in stabilizing the downward trajectory of the housing market and not just result in a rush of hot money to equities.”Bonds may become a beneficiary if the stock market cools, Song said. “There’s certainly a risk we could revert back to the previous months’ environment if anything goes wrong in the next steps ahead.”Yuan traders will be watching out on Tuesday for the central bank’s daily reference rate, the level around which the currency is allowed to trade. The onshore yuan has strengthened more than 1% in the past month to approach the key level of 7 per dollar. A break of that barrier may trigger a further rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356524138934440,"gmtCreate":1728051640407,"gmtModify":1728051642138,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356524138934440","repostId":"1141178338","repostType":2,"repost":{"id":"1141178338","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":1728035090,"share":"https://www.laohu8.com/m/news/1141178338?lang=&edition=full","pubTime":"2024-10-04 17:44","market":"us","language":"zh","title":"欧盟委员会向中国电动汽车征收反补贴税提议获通过","url":"https://stock-news.laohu8.com/highlight/detail?id=1141178338","media":"老虎资讯综合","summary":"当地时间10月4日,欧盟就是否对中国电动汽车征收为期五年的反补贴税举行投票。欧盟委员会发布的声明显示,投票中欧委会对中国进口纯电动汽车征收关税的提议获得了欧盟成员国的必要支持。声明说,欧盟和中国继续努力探索替代解决方案,该解决方案必须完全符合世贸组织规定、能够充分解决委员会调查所确定的损害性补贴、并且可监控和可执行。(央视新闻)","content":"<html><head></head><body><p>当地时间10月4日,欧盟就是否对中国电动汽车征收为期五年的反补贴税举行投票。欧盟委员会发布的声明显示,投票中欧委会对中国进口纯电动汽车征收关税的提议获得了欧盟成员国的必要支持。</p><p>声明说,欧盟和中国继续努力探索替代解决方案,该解决方案必须完全符合世贸组织规定、能够充分解决委员会调查所确定的损害性补贴、并且可监控和可执行。(央视新闻)</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>欧盟委员会向中国电动汽车征收反补贴税提议获通过</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; 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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欧盟委员会向中国电动汽车征收反补贴税提议获通过\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\">2024-10-04 17:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间10月4日,欧盟就是否对中国电动汽车征收为期五年的反补贴税举行投票。欧盟委员会发布的声明显示,投票中欧委会对中国进口纯电动汽车征收关税的提议获得了欧盟成员国的必要支持。</p><p>声明说,欧盟和中国继续努力探索替代解决方案,该解决方案必须完全符合世贸组织规定、能够充分解决委员会调查所确定的损害性补贴、并且可监控和可执行。(央视新闻)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141178338","content_text":"当地时间10月4日,欧盟就是否对中国电动汽车征收为期五年的反补贴税举行投票。欧盟委员会发布的声明显示,投票中欧委会对中国进口纯电动汽车征收关税的提议获得了欧盟成员国的必要支持。声明说,欧盟和中国继续努力探索替代解决方案,该解决方案必须完全符合世贸组织规定、能够充分解决委员会调查所确定的损害性补贴、并且可监控和可执行。(央视新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355876729889016,"gmtCreate":1727893434978,"gmtModify":1727893436742,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355876729889016","repostId":"2462073940","repostType":2,"repost":{"id":"2462073940","pubTimestamp":1724699131,"share":"https://www.laohu8.com/m/news/2462073940?lang=&edition=full","pubTime":"2024-08-27 03:05","market":"us","language":"en","title":"Beamr Imaging Ltd. (BMR): A Popular AI Penny Stock Under $5","url":"https://stock-news.laohu8.com/highlight/detail?id=2462073940","media":"Insider Monkey","summary":"We recently compiled a list of the 7 Most Popular AI Penny Stocks Under $5.In this article, we are going to take a look at where Beamr Imaging Ltd. stands against the other popular AI penny stocks under $5.This advancement of natural language processing in AI is a significant breakthrough. AI language models are integrated into the business world and beyond. Expert economists Joseph Briggs, and Devesh Kodnani report that the ability of AI tools to generate human-quality content is a huge milestone, bridging the communication gap between humans and machines. According to Goldman Sachs' investment advisors, these AI tools could be valued at $7 trillion in the next 10 years, contributing to a 7% increase in global GDP.PwC reported that the global AI market could contribute $15.7 trillion to the global economy by 2030, surpassing the combined output of Chi","content":"<html><body><p>We recently compiled a list of the <strong>7 Most <a href=\"https://laohu8.com/S/BPOPN\">Popular</a> AI Penny Stocks Under $5</strong>.<strong> </strong>In this article, we are going to take a look at where <a href=\"https://laohu8.com/S/BMR\">Beamr Imaging</a> Ltd. (NASDAQ:BMR) stands against the other popular AI penny stocks under $5.</p>\n<h2>An Analysis of AI Breakthroughs</h2>\n<p>Artificial intelligence has become increasingly important for businesses and industries to thrive in today's rapidly evolving economy. Grand View Research reported that the global AI market was valued at $196.63 billion in 2023 and is expected to grow at a compound annual growth rate of 36.6% from 2024 to 2030 and reach $1.81 trillion by the end of the forecast.</p>\n<p>Tech giants are driving AI adoption. Wall Street's favorite GPU maker experienced significant growth, with its market cap surpassing $3 trillion on the back of strong demand for GPUs. In March, the Blackwell platform was introduced which featured the GB200 super chip, further dominating the AI chip market. This chip can train AI models with over a trillion parameters, which is essential for developing advanced large language models (LLMs).</p>\n<p>This advancement of natural language processing in AI is a significant breakthrough. AI language models are integrated into the business world and beyond. Expert economists Joseph Briggs, and Devesh Kodnani report that the ability of AI tools to generate human-quality content is a huge milestone, bridging the communication gap between humans and machines. According to Goldman Sachs' investment advisors, these AI tools could be valued at $7 trillion in the next 10 years, contributing to a 7% increase in global GDP.</p>\n<p>A recent study from Stanford University found that businesses train AI models faster than academic institutions. In 2023, the industry-trained AI neared 51 significant machine learning models, while academia managed only 15. This trend persisted in 2024 despite rising training costs. ChatGPT 4, the latest model of ChatGPT, cost about $80 million to train. Google's Gemini Ultra cost around $191 million.</p>\n<p>OpenAI's approach to fostering collaborative partnerships instead of competing directly with tech giants makes it an exceptional model. <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>'s Fred Havemeyer (lead software equity research analyst) praised GPT 4 for its \"emotional intelligence\". The growing demand for AI chips, exemplified by OpenAI's use of over 1.7 trillion parameters in its GPT 4 model, will further help NVIDIA and other AI chip manufacturers grow.</p>\n<p>On August 20, Bloomberg reported that OpenAI is releasing a feature that will allow businesses to use their company data to customize GPT 4 so that it can be trained on additional information for niche tasks. This is an example of letting companies fine-tune the AI model to act as a customer-service chatbot for their subject areas. According to DeepL CEO, Jarek Kutylowski, specialised AI models are essential for companies to grow vertically.</p>\n<p>PwC reported that the global AI market could contribute $15.7 trillion to the global economy by 2030, surpassing the combined output of China and India. It will also be responsible for a 26% boost in local GDPs. 45% of total GDP gains by this period will come from AI consumption. It will drive economic benefits through efficiency improvements for enhanced productivity, automated routine tasks, and higher-value work. Goldman Sachs reported that the average increase in productivity with the use of AI is 25%.</p>\n<p>Some big economic gains from AI in 2030 will come from China with a 26% boost to GDP, and North America with a 14.5% boost, accounting for almost 70% of the global economic impact. The impact of AI is evident when we see instances like half of CNBC Disruptor 50 companies incorporating AI into their core operations. 34 companies consider it critically important to their revenue, while 13 identify generative AI as a key sales driver.</p>\n<p>By 2025, 97 million people are expected to be employed in AI-related roles, many people have also lost their jobs to AI. Bloomberg reported that more than 130,000 employees have been laid off across over 400 companies this year. This number is still down by 40% compared to the layoffs of 2023. Companies find this is the only way to cut costs and are hence ramping up investments in AI.</p>\n<p>There are also concerns about AI leading to a safer space for scammers due to its ability to create convincing fake images and messages. Berkshire Hathaway Chairman and CEO Warren Buffet says that AI scamming will be the next big ‘growth industry’.</p>\n<p>Most analysts and experts are bullish on AI over the long term. According to Goldman Sachs analysts, many businesses plan on spending over $1 trillion on AI infrastructure in the upcoming years. In August, Nicole Peng, senior vice president of mobility at Canalys suggested that the AI industry could potentially be recession-proof. This is because AI advancements are not just ‘improvements’ on existing businesses, but rather fill an unavoidable consumer demand for increased efficiency and improved solutions for companies.</p>\n<p>The AI industry is booming and every industry and company has been disrupted since the launch of ChatGPT. Finding untapped AI stocks with huge growth potential is a challenge right now and this is where we come in. Let's now look at the best AI penny stocks to buy now according to hedge funds.</p>\n<p><em><strong>Our Methodology</strong></em></p>\n<p>To compile our list, we sifted through ETFs, online rankings, and <a href=\"https://laohu8.com/S/RDDT\">Reddit</a> threads to compile a list of 12 AI penny stocks. We then selected the 7 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q2 2024.</p>\n<p>Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (<strong>see more details here</strong>).</p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/eJX7QslyyA6OlSNdV.J1RA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/17eaccb0b39da795ecba76b1e5e186d4\" width=\"1456\"/> A large flat-screen TV streaming video from a video hosting platform. \n<h3>Beamr Imaging Ltd. (NASDAQ:<strong>BMR</strong>)</h3>\n<p><em><strong>Number of Hedge Fund Holders: 1</strong></em></p>\n<p>Beamr Imaging Ltd. (NASDAQ:BMR) is an Israel-based video technology and image science software company. It creates software that enhances video and image quality, without using a lot of data (50% reduction).</p>\n<p>The product portfolio includes software development kits, bitrate control libraries (amount of data transmitted per unit of time), and photo optimization tools. These solutions are used by businesses worldwide.</p>\n<p>In the first 6 months of 2024, revenues increased by 5% to $1 million, as compared to the same period in 2023. The increase was driven by signing new license agreements offset by those terminated. Beamr Imaging Ltd. (NASDAQ:BMR) estimates generating $3.50 million in revenue by the end of 2024, with 2.25% year-over-year growth.</p>\n<p>Q2 2024 featured many developments — Beamr Cloud video services integrated AI features, and an improved product pricing model for businesses was introduced through special plans, subscriptions, and prepaid packages.</p>\n<p>Video processes now focus on AI-integrated developments as much as storage and streaming challenges. Beamr Cloud’s AI services allow searching inside the video (like in text) and automate transcription generation in multiple languages. It accelerates delivery to customers in higher quality. Later this year, the company plans to release additional video AI enhancement features.</p>\n<p>In February, the company raised about $13.8 million by selling shares. Haggai Barel was recently appointed as COO to contribute to R&D, product, and marketing, and seeking new collaborations, such as those with AWS, OCI, and Nvidia. Beamr Imaging Ltd. (NASDAQ:BMR) is one of the most popular AI penny stocks to buy right now.</p>\n<p>Overall BMR <strong>ranks 7th</strong> on our list of the most popular AI penny stocks to buy under $5. While we acknowledge the potential of BMR as an investment, our conviction lies in the belief that some AI stocks hold great promise for delivering high returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than BMR but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p> \n<p><b>READ NEXT:</b> <b>$30 Trillion Opportunity: 15 Best Humanoid Robot Stocks to Buy According to Morgan Stanley</b><b> and </b><b>Jim Cramer Says NVIDIA ‘Has Become A Wasteland’</b><b>.</b></p> Disclosure: None. This article is originally published at \nInsider Monkey.</body></html>","source":"yahoofinance","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>Beamr Imaging Ltd. (BMR): A Popular AI Penny Stock Under $5</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\">\nBeamr Imaging Ltd. (BMR): A Popular AI Penny Stock Under $5\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-27 03:05 GMT+8 <a href=https://finance.yahoo.com/news/beamr-imaging-ltd-bmr-popular-190531743.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently compiled a list of the 7 Most Popular AI Penny Stocks Under $5. In this article, we are going to take a look at where Beamr Imaging Ltd. (NASDAQ:BMR) stands against the other popular AI ...</p>\n\n<a href=\"https://finance.yahoo.com/news/beamr-imaging-ltd-bmr-popular-190531743.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/G..4myk3Ks.eG8dOAxbDhw--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/17eaccb0b39da795ecba76b1e5e186d4","relate_stocks":{"BMR":"Beamr Imaging","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","QLD":"纳指两倍做多ETF","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4532":"文艺复兴科技持仓","TQQQ":"纳指三倍做多ETF","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BPOP":"大众银行","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","PSQ":"纳指反向ETF","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4566":"资本集团","BK4514":"搜索引擎","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC",".IXIC":"NASDAQ Composite","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4538":"云计算","BK4550":"红杉资本持仓","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4552":"Archegos爆仓风波概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","QID":"纳指两倍做空ETF","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","SQQQ":"纳指三倍做空ETF","LU0106831901.USD":"贝莱德世界金融基金A2","BK4127":"投资银行业与经纪业"},"source_url":"https://finance.yahoo.com/news/beamr-imaging-ltd-bmr-popular-190531743.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2462073940","content_text":"We recently compiled a list of the 7 Most Popular AI Penny Stocks Under $5. In this article, we are going to take a look at where Beamr Imaging Ltd. (NASDAQ:BMR) stands against the other popular AI penny stocks under $5.\nAn Analysis of AI Breakthroughs\nArtificial intelligence has become increasingly important for businesses and industries to thrive in today's rapidly evolving economy. Grand View Research reported that the global AI market was valued at $196.63 billion in 2023 and is expected to grow at a compound annual growth rate of 36.6% from 2024 to 2030 and reach $1.81 trillion by the end of the forecast.\nTech giants are driving AI adoption. Wall Street's favorite GPU maker experienced significant growth, with its market cap surpassing $3 trillion on the back of strong demand for GPUs. In March, the Blackwell platform was introduced which featured the GB200 super chip, further dominating the AI chip market. This chip can train AI models with over a trillion parameters, which is essential for developing advanced large language models (LLMs).\nThis advancement of natural language processing in AI is a significant breakthrough. AI language models are integrated into the business world and beyond. Expert economists Joseph Briggs, and Devesh Kodnani report that the ability of AI tools to generate human-quality content is a huge milestone, bridging the communication gap between humans and machines. According to Goldman Sachs' investment advisors, these AI tools could be valued at $7 trillion in the next 10 years, contributing to a 7% increase in global GDP.\nA recent study from Stanford University found that businesses train AI models faster than academic institutions. In 2023, the industry-trained AI neared 51 significant machine learning models, while academia managed only 15. This trend persisted in 2024 despite rising training costs. ChatGPT 4, the latest model of ChatGPT, cost about $80 million to train. Google's Gemini Ultra cost around $191 million.\nOpenAI's approach to fostering collaborative partnerships instead of competing directly with tech giants makes it an exceptional model. Macquarie's Fred Havemeyer (lead software equity research analyst) praised GPT 4 for its \"emotional intelligence\". The growing demand for AI chips, exemplified by OpenAI's use of over 1.7 trillion parameters in its GPT 4 model, will further help NVIDIA and other AI chip manufacturers grow.\nOn August 20, Bloomberg reported that OpenAI is releasing a feature that will allow businesses to use their company data to customize GPT 4 so that it can be trained on additional information for niche tasks. This is an example of letting companies fine-tune the AI model to act as a customer-service chatbot for their subject areas. According to DeepL CEO, Jarek Kutylowski, specialised AI models are essential for companies to grow vertically.\nPwC reported that the global AI market could contribute $15.7 trillion to the global economy by 2030, surpassing the combined output of China and India. It will also be responsible for a 26% boost in local GDPs. 45% of total GDP gains by this period will come from AI consumption. It will drive economic benefits through efficiency improvements for enhanced productivity, automated routine tasks, and higher-value work. Goldman Sachs reported that the average increase in productivity with the use of AI is 25%.\nSome big economic gains from AI in 2030 will come from China with a 26% boost to GDP, and North America with a 14.5% boost, accounting for almost 70% of the global economic impact. The impact of AI is evident when we see instances like half of CNBC Disruptor 50 companies incorporating AI into their core operations. 34 companies consider it critically important to their revenue, while 13 identify generative AI as a key sales driver.\nBy 2025, 97 million people are expected to be employed in AI-related roles, many people have also lost their jobs to AI. Bloomberg reported that more than 130,000 employees have been laid off across over 400 companies this year. This number is still down by 40% compared to the layoffs of 2023. Companies find this is the only way to cut costs and are hence ramping up investments in AI.\nThere are also concerns about AI leading to a safer space for scammers due to its ability to create convincing fake images and messages. Berkshire Hathaway Chairman and CEO Warren Buffet says that AI scamming will be the next big ‘growth industry’.\nMost analysts and experts are bullish on AI over the long term. According to Goldman Sachs analysts, many businesses plan on spending over $1 trillion on AI infrastructure in the upcoming years. In August, Nicole Peng, senior vice president of mobility at Canalys suggested that the AI industry could potentially be recession-proof. This is because AI advancements are not just ‘improvements’ on existing businesses, but rather fill an unavoidable consumer demand for increased efficiency and improved solutions for companies.\nThe AI industry is booming and every industry and company has been disrupted since the launch of ChatGPT. Finding untapped AI stocks with huge growth potential is a challenge right now and this is where we come in. Let's now look at the best AI penny stocks to buy now according to hedge funds.\nOur Methodology\nTo compile our list, we sifted through ETFs, online rankings, and Reddit threads to compile a list of 12 AI penny stocks. We then selected the 7 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q2 2024.\nWhy are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n A large flat-screen TV streaming video from a video hosting platform. \nBeamr Imaging Ltd. (NASDAQ:BMR)\nNumber of Hedge Fund Holders: 1\nBeamr Imaging Ltd. (NASDAQ:BMR) is an Israel-based video technology and image science software company. It creates software that enhances video and image quality, without using a lot of data (50% reduction).\nThe product portfolio includes software development kits, bitrate control libraries (amount of data transmitted per unit of time), and photo optimization tools. These solutions are used by businesses worldwide.\nIn the first 6 months of 2024, revenues increased by 5% to $1 million, as compared to the same period in 2023. The increase was driven by signing new license agreements offset by those terminated. Beamr Imaging Ltd. (NASDAQ:BMR) estimates generating $3.50 million in revenue by the end of 2024, with 2.25% year-over-year growth.\nQ2 2024 featured many developments — Beamr Cloud video services integrated AI features, and an improved product pricing model for businesses was introduced through special plans, subscriptions, and prepaid packages.\nVideo processes now focus on AI-integrated developments as much as storage and streaming challenges. Beamr Cloud’s AI services allow searching inside the video (like in text) and automate transcription generation in multiple languages. It accelerates delivery to customers in higher quality. Later this year, the company plans to release additional video AI enhancement features.\nIn February, the company raised about $13.8 million by selling shares. Haggai Barel was recently appointed as COO to contribute to R&D, product, and marketing, and seeking new collaborations, such as those with AWS, OCI, and Nvidia. Beamr Imaging Ltd. (NASDAQ:BMR) is one of the most popular AI penny stocks to buy right now.\nOverall BMR ranks 7th on our list of the most popular AI penny stocks to buy under $5. While we acknowledge the potential of BMR as an investment, our conviction lies in the belief that some AI stocks hold great promise for delivering high returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than BMR but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. \nREAD NEXT: $30 Trillion Opportunity: 15 Best Humanoid Robot Stocks to Buy According to Morgan Stanley and Jim Cramer Says NVIDIA ‘Has Become A Wasteland’. Disclosure: None. This article is originally published at \nInsider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355875360522496,"gmtCreate":1727893175541,"gmtModify":1727893177641,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355875360522496","repostId":"1148315191","repostType":2,"repost":{"id":"1148315191","pubTimestamp":1727880940,"share":"https://www.laohu8.com/m/news/1148315191?lang=&edition=full","pubTime":"2024-10-02 22:55","market":"us","language":"zh","title":"声网狂飙领涨中概,正式发布aPaaS产品“灵动会议”","url":"https://stock-news.laohu8.com/highlight/detail?id=1148315191","media":"智通财经网","summary":"主要针对客户会议、协作和调度需求。","content":"<html><head></head><body><p>周三,声网股价飙升,开盘狂飙120%。消息面上,此前声网正式发布aPaaS产品“灵动会议”,该产品通过RTE技术和生成式AI能力打造,为客户提供低代码视频会议平台,并且采用了多云、多平台设计,提供SFU+MCU混合架构部署能力,支持灵活部署和扩展,主要针对客户会议、协作和调度需求。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85d6cf80088f6a1c37ab1d564fc1ccf0\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>声网狂飙领涨中概,正式发布aPaaS产品“灵动会议”</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac79fea1fc9f6a5cd041e80fc38f3c2c","relate_stocks":{"API":"声网"},"source_url":"https://www.zhitongcaijing.com/content/detail/1189826.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148315191","content_text":"周三,声网股价飙升,开盘狂飙120%。消息面上,此前声网正式发布aPaaS产品“灵动会议”,该产品通过RTE技术和生成式AI能力打造,为客户提供低代码视频会议平台,并且采用了多云、多平台设计,提供SFU+MCU混合架构部署能力,支持灵活部署和扩展,主要针对客户会议、协作和调度需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355897802678288,"gmtCreate":1727891085268,"gmtModify":1727891087173,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355897802678288","repostId":"350742199476552","repostType":1,"repost":{"id":350742199476552,"gmtCreate":1726672152658,"gmtModify":1726672604325,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520120256277227","authorIdStr":"3520120256277227"},"themes":[],"title":"京东接盘沃尔玛所持达达股权:持股增至63% 朱晓静退出达达董事会","htmlText":"雷递网 乐天 9月18日 达达集团(股票代码:“DADA”)日前宣布,京东集团通过其全资子公司从沃尔玛集团全资拥有的公司Global Pinnacle Corporation手中收购了达达总计87,481,280股普通股和 1,875,000股美国存托凭证。 此次交易完成后,京东集团收购了沃尔玛持有的达达全部股份,并实际持有达达已发行普通股总数的约63.2%。 此外,沃尔玛中国总裁兼首席执行官朱晓静女士已辞去达达董事会董事职务,该辞任立即生效。 达达称,交易完成后,预计将继续与沃尔玛开展互利的业务合作。此外,作为公司最大股东,京东的进一步投资,表明公司在京东更广泛的生态系统中发挥着独特的作用,也体现了京东对公司长期增长和发展的信心。 近期,沃尔玛还清仓了所持京东股权,套现36亿美元。 京东与达达已经持续合作了多年。2021年2月,京东集团以8亿美元认购达达集团新发行的普通股,交易完成后,包含其现持有股份,京东持有达达集团的51%股份。2022年初,京东集团斥资5.46 亿美元现金及部分战略资源增持达达,持股增至52%。 2022年8月,达达创始人蒯佳祺荣休并辞任首席执行官和公司董事会主席,原达达集团副总裁何辉剑升任达达集团总裁,全面主持公司日常工作。时任京东零售CEO辛利军担任达达集团董事会主席。 2023年12月,达达出现大幅动荡。辛利军辞去公司董事局主席兼董事会成员的职务。京东集团CFO单苏接替辛利军出任达达集团董事会主席和提名委员会成员。达达还宣布,公司CFO陈兆明因个人原因辞去CFO职务,达达任命Henry Jun Mao接任CFO职务。 2024年初,达达宣布其在常规内部审计过程中发现了一些存疑的行为,这些行为可能引起对达达2023年前三季度某些在线营销服务收入及经营支持成本的质疑。同年3月,达达公布内部审计结果,称独立审查没有发现任何直接证据表明管理层人员包括总","listText":"雷递网 乐天 9月18日 达达集团(股票代码:“DADA”)日前宣布,京东集团通过其全资子公司从沃尔玛集团全资拥有的公司Global Pinnacle Corporation手中收购了达达总计87,481,280股普通股和 1,875,000股美国存托凭证。 此次交易完成后,京东集团收购了沃尔玛持有的达达全部股份,并实际持有达达已发行普通股总数的约63.2%。 此外,沃尔玛中国总裁兼首席执行官朱晓静女士已辞去达达董事会董事职务,该辞任立即生效。 达达称,交易完成后,预计将继续与沃尔玛开展互利的业务合作。此外,作为公司最大股东,京东的进一步投资,表明公司在京东更广泛的生态系统中发挥着独特的作用,也体现了京东对公司长期增长和发展的信心。 近期,沃尔玛还清仓了所持京东股权,套现36亿美元。 京东与达达已经持续合作了多年。2021年2月,京东集团以8亿美元认购达达集团新发行的普通股,交易完成后,包含其现持有股份,京东持有达达集团的51%股份。2022年初,京东集团斥资5.46 亿美元现金及部分战略资源增持达达,持股增至52%。 2022年8月,达达创始人蒯佳祺荣休并辞任首席执行官和公司董事会主席,原达达集团副总裁何辉剑升任达达集团总裁,全面主持公司日常工作。时任京东零售CEO辛利军担任达达集团董事会主席。 2023年12月,达达出现大幅动荡。辛利军辞去公司董事局主席兼董事会成员的职务。京东集团CFO单苏接替辛利军出任达达集团董事会主席和提名委员会成员。达达还宣布,公司CFO陈兆明因个人原因辞去CFO职务,达达任命Henry Jun Mao接任CFO职务。 2024年初,达达宣布其在常规内部审计过程中发现了一些存疑的行为,这些行为可能引起对达达2023年前三季度某些在线营销服务收入及经营支持成本的质疑。同年3月,达达公布内部审计结果,称独立审查没有发现任何直接证据表明管理层人员包括总","text":"雷递网 乐天 9月18日 达达集团(股票代码:“DADA”)日前宣布,京东集团通过其全资子公司从沃尔玛集团全资拥有的公司Global Pinnacle Corporation手中收购了达达总计87,481,280股普通股和 1,875,000股美国存托凭证。 此次交易完成后,京东集团收购了沃尔玛持有的达达全部股份,并实际持有达达已发行普通股总数的约63.2%。 此外,沃尔玛中国总裁兼首席执行官朱晓静女士已辞去达达董事会董事职务,该辞任立即生效。 达达称,交易完成后,预计将继续与沃尔玛开展互利的业务合作。此外,作为公司最大股东,京东的进一步投资,表明公司在京东更广泛的生态系统中发挥着独特的作用,也体现了京东对公司长期增长和发展的信心。 近期,沃尔玛还清仓了所持京东股权,套现36亿美元。 京东与达达已经持续合作了多年。2021年2月,京东集团以8亿美元认购达达集团新发行的普通股,交易完成后,包含其现持有股份,京东持有达达集团的51%股份。2022年初,京东集团斥资5.46 亿美元现金及部分战略资源增持达达,持股增至52%。 2022年8月,达达创始人蒯佳祺荣休并辞任首席执行官和公司董事会主席,原达达集团副总裁何辉剑升任达达集团总裁,全面主持公司日常工作。时任京东零售CEO辛利军担任达达集团董事会主席。 2023年12月,达达出现大幅动荡。辛利军辞去公司董事局主席兼董事会成员的职务。京东集团CFO单苏接替辛利军出任达达集团董事会主席和提名委员会成员。达达还宣布,公司CFO陈兆明因个人原因辞去CFO职务,达达任命Henry Jun Mao接任CFO职务。 2024年初,达达宣布其在常规内部审计过程中发现了一些存疑的行为,这些行为可能引起对达达2023年前三季度某些在线营销服务收入及经营支持成本的质疑。同年3月,达达公布内部审计结果,称独立审查没有发现任何直接证据表明管理层人员包括总","images":[{"img":"https://static.tigerbbs.com/ce81a750981ee0335d37cd91f0952ef3","width":"1080","height":"598"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350742199476552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276058105217328,"gmtCreate":1708427218740,"gmtModify":1708427220007,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276058105217328","repostId":"275966239002832","repostType":1,"repost":{"id":275966239002832,"gmtCreate":1708413626196,"gmtModify":1708413967091,"author":{"id":"3485412566024212","authorId":"3485412566024212","name":"柏铭科技","avatar":"https://static.laohu8.com/399143353ab47f38d4029a36249042b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485412566024212","authorIdStr":"3485412566024212"},"themes":[],"title":"美国在芯片制造方面即将被中国超越,难怪掏500亿补贴美芯","htmlText":"2023年的数据显示美国唯一的芯片代工企业格芯与联电的差距较大,与紧随其后的中国大陆芯片企业中芯国际的差距也在缩小,即将跌至第五名,难怪美国慌了,大举补贴美国的芯片制造,试图稳住阵脚。 分析机构芯思想研究院给出2023年全球前十大芯片代工厂的数据显示,格芯位居全球芯片代工市场第四名,与第五名的中芯国际的市场份额分别为6.58%、6.03%,两者的差距只有0.55个百分点,并且差距还在缩短。 至于美国芯片制造龙头Intel则又跌出了芯片代工市场,Intel曾进入芯片代工市场第九名,如今却又被挤出,而中国大陆的芯片代工企业晶合集成则再次进入芯片代工TOP10。 如此一来,中国大陆又有中芯国际、上海华虹和晶合集成三大芯片代工企业位居全球芯片代工TOP10,凸显出中国大陆在芯片制造行业的强势,依托于中国大陆庞大的芯片市场,中国大陆的芯片制造可望进一步增强实力。 芯片制造曾不受美国芯片行业重视,它们曾认为将芯片制造交给亚洲的芯片代工企业是一个不错的做法,可以提升美国芯片行业的利润,而美国则掌握住芯片行业利润最丰厚的部分,然而随着芯片市场格局的变化,美国芯片行业正重新认识到芯片制造的重要性。 美国芯片的代工企业主要是台积电,然而数年前中国一家芯片企业通过与台积电合作,在芯片技术水平方面追上了美国芯片,让美国芯片行业深感压力,于是美国迫使台积电暂停为这家中国芯片企业代工。 美国还促使台积电和三星前往美国设厂,借此增强美国的芯片制造能力,然而由于美国在芯片补贴方面的分配倾向于美国本土的Intel和格芯,而且美国的芯片制造成本市值太高了--跟随台积电赴美设厂的产业链企业表示美国制造芯片的成本高出三倍,这就导致台积电和三星放缓了美国工厂的量产进程。 美国认识到最终还是得靠美国本土的Intel和格芯,由此给这两家企业的芯片补贴高达数百亿美元,其中格芯得到的芯片补贴达到近20亿美元,Intel得到","listText":"2023年的数据显示美国唯一的芯片代工企业格芯与联电的差距较大,与紧随其后的中国大陆芯片企业中芯国际的差距也在缩小,即将跌至第五名,难怪美国慌了,大举补贴美国的芯片制造,试图稳住阵脚。 分析机构芯思想研究院给出2023年全球前十大芯片代工厂的数据显示,格芯位居全球芯片代工市场第四名,与第五名的中芯国际的市场份额分别为6.58%、6.03%,两者的差距只有0.55个百分点,并且差距还在缩短。 至于美国芯片制造龙头Intel则又跌出了芯片代工市场,Intel曾进入芯片代工市场第九名,如今却又被挤出,而中国大陆的芯片代工企业晶合集成则再次进入芯片代工TOP10。 如此一来,中国大陆又有中芯国际、上海华虹和晶合集成三大芯片代工企业位居全球芯片代工TOP10,凸显出中国大陆在芯片制造行业的强势,依托于中国大陆庞大的芯片市场,中国大陆的芯片制造可望进一步增强实力。 芯片制造曾不受美国芯片行业重视,它们曾认为将芯片制造交给亚洲的芯片代工企业是一个不错的做法,可以提升美国芯片行业的利润,而美国则掌握住芯片行业利润最丰厚的部分,然而随着芯片市场格局的变化,美国芯片行业正重新认识到芯片制造的重要性。 美国芯片的代工企业主要是台积电,然而数年前中国一家芯片企业通过与台积电合作,在芯片技术水平方面追上了美国芯片,让美国芯片行业深感压力,于是美国迫使台积电暂停为这家中国芯片企业代工。 美国还促使台积电和三星前往美国设厂,借此增强美国的芯片制造能力,然而由于美国在芯片补贴方面的分配倾向于美国本土的Intel和格芯,而且美国的芯片制造成本市值太高了--跟随台积电赴美设厂的产业链企业表示美国制造芯片的成本高出三倍,这就导致台积电和三星放缓了美国工厂的量产进程。 美国认识到最终还是得靠美国本土的Intel和格芯,由此给这两家企业的芯片补贴高达数百亿美元,其中格芯得到的芯片补贴达到近20亿美元,Intel得到","text":"2023年的数据显示美国唯一的芯片代工企业格芯与联电的差距较大,与紧随其后的中国大陆芯片企业中芯国际的差距也在缩小,即将跌至第五名,难怪美国慌了,大举补贴美国的芯片制造,试图稳住阵脚。 分析机构芯思想研究院给出2023年全球前十大芯片代工厂的数据显示,格芯位居全球芯片代工市场第四名,与第五名的中芯国际的市场份额分别为6.58%、6.03%,两者的差距只有0.55个百分点,并且差距还在缩短。 至于美国芯片制造龙头Intel则又跌出了芯片代工市场,Intel曾进入芯片代工市场第九名,如今却又被挤出,而中国大陆的芯片代工企业晶合集成则再次进入芯片代工TOP10。 如此一来,中国大陆又有中芯国际、上海华虹和晶合集成三大芯片代工企业位居全球芯片代工TOP10,凸显出中国大陆在芯片制造行业的强势,依托于中国大陆庞大的芯片市场,中国大陆的芯片制造可望进一步增强实力。 芯片制造曾不受美国芯片行业重视,它们曾认为将芯片制造交给亚洲的芯片代工企业是一个不错的做法,可以提升美国芯片行业的利润,而美国则掌握住芯片行业利润最丰厚的部分,然而随着芯片市场格局的变化,美国芯片行业正重新认识到芯片制造的重要性。 美国芯片的代工企业主要是台积电,然而数年前中国一家芯片企业通过与台积电合作,在芯片技术水平方面追上了美国芯片,让美国芯片行业深感压力,于是美国迫使台积电暂停为这家中国芯片企业代工。 美国还促使台积电和三星前往美国设厂,借此增强美国的芯片制造能力,然而由于美国在芯片补贴方面的分配倾向于美国本土的Intel和格芯,而且美国的芯片制造成本市值太高了--跟随台积电赴美设厂的产业链企业表示美国制造芯片的成本高出三倍,这就导致台积电和三星放缓了美国工厂的量产进程。 美国认识到最终还是得靠美国本土的Intel和格芯,由此给这两家企业的芯片补贴高达数百亿美元,其中格芯得到的芯片补贴达到近20亿美元,Intel得到","images":[{"img":"https://static.tigerbbs.com/e1e2eeb60be28525bc9d858e17617b43","width":"1280","height":"838"},{"img":"https://static.tigerbbs.com/5fa9f3db3b211913afeaf9dbac9bfe9c","width":"1280","height":"854"},{"img":"https://static.tigerbbs.com/92df1f7192d0ce07f2a6c4744600fcc6","width":"1280","height":"854"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275966239002832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273970496717032,"gmtCreate":1707925095321,"gmtModify":1707925096958,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273970496717032","repostId":"2411805617","repostType":4,"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273428365004984,"gmtCreate":1707759456106,"gmtModify":1707759457419,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273428365004984","repostId":"2410899861","repostType":2,"repost":{"id":"2410899861","weMediaInfo":{"introduction":"科技商业观察家。微创新提出者。","home_visible":1,"media_name":"金错刀","id":"1023100042","head_image":"https://static.tigerbbs.com/bd95e24719f249c0bbc96822817a73e4"},"pubTimestamp":1707540840,"share":"https://www.laohu8.com/m/news/2410899861?lang=&edition=full","pubTime":"2024-02-10 12:54","market":"us","language":"zh","title":"江西首富扩产,一年净赚超65亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2410899861","media":"金错刀","summary":"1月底,组件龙头晶科能源预告,2023年扣非净利超65.5亿元,同比增长在150%左右。总部位于江西上饶的晶科能源,由李仙德兄弟控制。“N型TOPCon产品供不应求,2023年的订单已超额覆盖本年出货目标。”2023年前三个季度,对应扣非净利润分别为12.21亿元、23.15亿元、25.11亿元,依次增长。2023年上半年,晶科能源的境外销售收入占比超过60%。李仙德表态称,必须做好充分的周期准备。2023年上半年,两家公司有两笔关联交易,均不超过1亿元。","content":"<html><body><div><p><img arial=\"\" auto=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/154f382e92e347a5839957d46f3d3e76\" ui=\"\" visible=\"\" yahei=\"\"/></p><p><img src=\"https://static.tigerbbs.com/6b4538a76a2a4c87b96c48114b93b0bb\"/></p><p><img arial=\"\" auto=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" none=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/c8dc625be15b4a499587b2e1421c793c\" ui=\"\" visible=\"\" yahei=\"\"/></p><p><span><span>晶科在行业红利期押注,经营有方,成就高光业绩。</span></span></p><p><span><span>但现在已经进入行业逆风期,产能淘汰远超预期。</span></span></p><p><span><span>既不能高估一两年的动荡,也不能低估未来十年的变化。</span></span></p><p><span><span>全球化运营、一体化加深的<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>在危机并存的竞争中放手一搏。</span></span></p><p><span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">作者 |</span> 覃毅</span></p><p><span>来源 | 21世纪商业评论(</span><span><span>ID:</span><span>weixin21cbr</span></span><span>)</span></p><p><span>金错刀(ijincuodao)授权转载</span></p><p><span>光伏行情波动,江西首富押注N型电池,大赚一笔。</span></p><p><span>1月底,组件龙头<a href=\"https://laohu8.com/S/688223\">晶科能源</a>预告,</span><span>2023年扣非净利超65.5亿元,同比增长在150%左右。</span></p><p><span>原因是光伏装机总量稳步增加,公司N型组件产品出货快速放量。</span></p><p><span>“短期内,高效的先进N型产能不存在绝对过剩。”晶科能源投资者关系部门向《21CBR》记者表示。</span></p><p><span>总部位于江西上饶的晶科能源,由李仙德兄弟控制。另一家做电站运营的上市公司<a href=\"https://laohu8.com/S/601778\">晶科科技</a>,也在其治下。</span></p><p><span>按照2月8日的行情,两家公司的市值合计超940亿元。</span></p><p><img src=\"https://static.tigerbbs.com/20ae4286011347a2a478b07c068ee904\"/></p><p><span>根据《2023新财富500富人榜》,</span><span>李仙德家族以353亿的财富,登顶江西首富。</span></p><p><span>李仙德经营有方,然而高光业绩背后,也暗藏隐忧。</span></p><p><span><img src=\"https://static.tigerbbs.com/4fc7bb817595460e989fe8a66d2ce951\"/></span></p><p><span><strong><span>技术红利</span></strong></span></p><p><span>李仙德成立晶科能源之初,做的是硅料生意,后来向下游发展,打造了硅片、电池、组件等垂直一体化产能。</span></p><p><span>2022年至2023年,晶科N型电池及组件产品快速放量,成为业绩增长的关键。</span></p><p><span>据披露,截至2023年第三季度末,公司所有产品的总出货量为55.7GW,其中组件出货量52.2GW,N型组件占比一半以上。</span></p><p><img src=\"https://static.tigerbbs.com/c0270e923012471fbd872f9823078480\"/></p><p><span>在李仙德的积极筹划下,2023年N型组件提产放量,量产平均效率达25.6%,实现与P型组件一体化成本持平。</span></p><p><span>“N型TOPCon产品供不应求,</span><span>2023年的订单已超额覆盖本年出货目标</span><span>。”李仙德在投资者交流会上表示,N型产品拥有更优性能和降本潜力,市场渗透率在提升。</span></p><p><span>由于产品结构的变化,晶科的利润表现持续向好。</span></p><p><span>2023年前三个季度,对应扣非净利润分别为12.21亿元、23.15亿元、25.11亿元,依次增长。</span></p><p><img src=\"https://static.tigerbbs.com/036838b2e1de4b7f856acc5f0cf01c23\"/></p><p><span>行业分析认为,主要有两个因素:</span></p><p><span>其一,N型产品逐渐成为市场认可的主流产品。</span></p><p><span>据CPIA统计,2023年,国内大项目招标,N型占比要求达30%以上,SNEC光伏展会期间发布的N型组件产品占比超90%。</span></p><p><span>其二,李仙德的N型产品,</span><span>抢占了技术迭代的红利。</span></p><p><span>“搭建行业最大规模TOPCon产能,通过持续导入并率先获得规模效应,公司相对同业拥有了半年左右的领先优势。”晶科能源相关人士向《21CBR》记者解释。</span></p><p><span>公司预计,去年全年出货量冲刺75GW,其中N型产品年出货量超50GW。</span></p><p><span><img arial=\"\" auto=\"\" gb=\"\" helvetica=\"\" inline=\"\" left=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/da4d66ae76364ffd85a40bae4fd04127\" ui=\"\" visible=\"\" yahei=\"\"/></span></p><p><span><strong><span>大举扩产</span></strong></span></p><p><span>投身光伏行业数十载,李仙德不是冒进派。</span></p><p><span>据说,他最初受大哥李仙寿启发创业,在行业迅速崛起时,没有跟随大哥四处收购扩张。</span></p><p><span>后来,李仙德跟二哥李仙华联手,捧出光伏巨头晶科能源。</span></p><p><img src=\"https://static.tigerbbs.com/7bc2aeaa533f4a8581c5ad78c0dffbbb\"/></p><p><span>稳健不等于不作为,李仙德控盘的晶科系,在业内率先建立了从硅料加工到硅片、电池片、组件生产及电站运营的垂直一体化产业链。</span></p><p><span>同时,他也布局全球化,</span><span>目前拥有14个全球化生产基地</span><span>。2023年上半年,晶科能源的境外销售收入占比超过60%。</span></p><p><span>显然,李仙德也有野心,曾直言“要搞点大的”。</span></p><p><img src=\"https://static.tigerbbs.com/a667f5a1a5934d5f8e567bec66c7a721\"/></p><p><span>基于技术带动降本的想法,2021-2022年,李仙德大手笔砸向研发,累计投入超过70亿元,目标是N型高效电池及组件的落地量产。</span></p><p><span>2023年一季度末,公司账上只剩176亿元资金,尚有不少项目存在资金缺口,风险陡增。</span></p><p><span>当年5月,晶科能源发行可转换债券,</span><span>募资100亿元,补充弹药扩产。</span></p><p><span>眼下,李仙德遭遇行业逆风。</span></p><p><span>据2023年业绩预告,晶科能源第四季度扣非净利约为5-12亿元,环比大幅下降超五成,明显下滑。 </span></p><p><span>行业预计,2024年N型产能会进入过剩阶段。</span></p><p><span>“产能淘汰可能会比大家想象中更快。”李仙德表态称,必须做好充分的周期准备。</span></p><p><span>“N型产能供应仍相对紧缺”,晶科能源向《21CBR》记者表示,从需求端看,光伏装机总体需求增速稳定,叠加N型渗透率提升。</span></p><p><img src=\"https://static.tigerbbs.com/a0e6e04b219e457cb942b858385e7c7e\"/></p><p><span><strong><span>产能优势</span></strong></span></p><p><span>“不要高估了一两年的动荡,而低估了未来十年的变化。”李仙德不在意行业的短期波动。</span></p><p><span>他认为,晶科系的核心竞争力在于N型TOPCon领域、全球化运营,以及一体化产能等方面的优势。</span></p><p><span>李仙德积极布局产业链上下游,</span><span>旗下专注光伏电站运营的晶科科技已上市</span><span>,在装机应用一侧拓宽出路。</span></p><p><img src=\"https://static.tigerbbs.com/956bd39facac4742942d827471d0d8e6\"/></p><p><span>两家晶科系上市公司拥有较多业务协同空间,比如,晶科能源投建光伏电站项目及储能项目,会优先晶科科技的采购。</span></p><p><span>晶科科技承认,光伏组件的采购成本占电站投资的比重较大,但承诺每年向晶科能源采购组件的金额,占公司同类采购总额的比例不超过10%。</span></p><p><span>2023年上半年,两家公司有两笔关联交易,均不超过1亿元。</span></p><p><img src=\"https://static.tigerbbs.com/c561ffc9c8b54132a45d5bef2f9bd93d\"/></p><p><span>“一体化的产能布局,有利于增强各环节抗风险能力。”</span><span>李仙德认为。</span></p><p><span>加之,全球化运营持续纵深。</span></p><p><span>如晶科能源,在紧盯中美欧等主要光伏市场的同时,也积极布局东南亚、拉美及中东地区等新兴市场。</span></p><p><span>晶科科技也与法国电力集团(EDF)、阿布扎比未来能源公司(Masdar)、<a href=\"https://laohu8.com/S/KEP\">韩国电力</a>公司(KEPCO)、法国<a href=\"https://laohu8.com/S/TTE\">道达尔</a>(Total)、<a href=\"https://laohu8.com/S/02380\">中国电力</a>国际等多家机构合作。</span></p><p><span>“光伏从周期性变成市场化行业,会进入到一个激烈竞争的阶段。”李仙德说。</span></p><p><span>机遇和风险并存,他眼下的选择是放手一搏。</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span><em><span>图片来源于网络,侵权请联系删除</span></em></span><em arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></em><em arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></em></span></p><p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>@The End</strong></span></p><p><span><span><img src=\"https://static.tigerbbs.com/dacc6aa24b4a4c4fa9ed8c6b0ef2bc52\"/></span></span><span><span><img src=\"https://static.tigerbbs.com/1dd88e0d4ba84aac91136c0cbcb6c064\"/></span></span></p><p><span><span><img src=\"https://static.tigerbbs.com/f5e13c3bed8f453e97a7ce721db4e3a9\"/></span></span></p><p><img src=\"https://static.tigerbbs.com/edf347399c80403583ed53ac377e4168\"/></p><p><span><span arial=\"\" bold=\"\" gb=\"\" helvetica=\"\" left=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">点个</span><span arial=\"\" bold=\"\" gb=\"\" helvetica=\"\" left=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">在看 </span><span arial=\"\" bold=\"\" gb=\"\" helvetica=\"\" left=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">不错过刀哥辣评</span></span><img src=\"https://static.tigerbbs.com/5dfc6288376a4bad94ab019d3c5a1a28\"/></p></div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>江西首富扩产,一年净赚超65亿</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n江西首富扩产,一年净赚超65亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1023100042\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bd95e24719f249c0bbc96822817a73e4);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金错刀 </p>\n<p class=\"h-time\">2024-02-10 12:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p><img arial=\"\" auto=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/154f382e92e347a5839957d46f3d3e76\" ui=\"\" visible=\"\" yahei=\"\"/></p><p><img src=\"https://static.tigerbbs.com/6b4538a76a2a4c87b96c48114b93b0bb\"/></p><p><img arial=\"\" auto=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" none=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/c8dc625be15b4a499587b2e1421c793c\" ui=\"\" visible=\"\" yahei=\"\"/></p><p><span><span>晶科在行业红利期押注,经营有方,成就高光业绩。</span></span></p><p><span><span>但现在已经进入行业逆风期,产能淘汰远超预期。</span></span></p><p><span><span>既不能高估一两年的动荡,也不能低估未来十年的变化。</span></span></p><p><span><span>全球化运营、一体化加深的<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>在危机并存的竞争中放手一搏。</span></span></p><p><span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">作者 |</span> 覃毅</span></p><p><span>来源 | 21世纪商业评论(</span><span><span>ID:</span><span>weixin21cbr</span></span><span>)</span></p><p><span>金错刀(ijincuodao)授权转载</span></p><p><span>光伏行情波动,江西首富押注N型电池,大赚一笔。</span></p><p><span>1月底,组件龙头<a href=\"https://laohu8.com/S/688223\">晶科能源</a>预告,</span><span>2023年扣非净利超65.5亿元,同比增长在150%左右。</span></p><p><span>原因是光伏装机总量稳步增加,公司N型组件产品出货快速放量。</span></p><p><span>“短期内,高效的先进N型产能不存在绝对过剩。”晶科能源投资者关系部门向《21CBR》记者表示。</span></p><p><span>总部位于江西上饶的晶科能源,由李仙德兄弟控制。另一家做电站运营的上市公司<a href=\"https://laohu8.com/S/601778\">晶科科技</a>,也在其治下。</span></p><p><span>按照2月8日的行情,两家公司的市值合计超940亿元。</span></p><p><img src=\"https://static.tigerbbs.com/20ae4286011347a2a478b07c068ee904\"/></p><p><span>根据《2023新财富500富人榜》,</span><span>李仙德家族以353亿的财富,登顶江西首富。</span></p><p><span>李仙德经营有方,然而高光业绩背后,也暗藏隐忧。</span></p><p><span><img src=\"https://static.tigerbbs.com/4fc7bb817595460e989fe8a66d2ce951\"/></span></p><p><span><strong><span>技术红利</span></strong></span></p><p><span>李仙德成立晶科能源之初,做的是硅料生意,后来向下游发展,打造了硅片、电池、组件等垂直一体化产能。</span></p><p><span>2022年至2023年,晶科N型电池及组件产品快速放量,成为业绩增长的关键。</span></p><p><span>据披露,截至2023年第三季度末,公司所有产品的总出货量为55.7GW,其中组件出货量52.2GW,N型组件占比一半以上。</span></p><p><img src=\"https://static.tigerbbs.com/c0270e923012471fbd872f9823078480\"/></p><p><span>在李仙德的积极筹划下,2023年N型组件提产放量,量产平均效率达25.6%,实现与P型组件一体化成本持平。</span></p><p><span>“N型TOPCon产品供不应求,</span><span>2023年的订单已超额覆盖本年出货目标</span><span>。”李仙德在投资者交流会上表示,N型产品拥有更优性能和降本潜力,市场渗透率在提升。</span></p><p><span>由于产品结构的变化,晶科的利润表现持续向好。</span></p><p><span>2023年前三个季度,对应扣非净利润分别为12.21亿元、23.15亿元、25.11亿元,依次增长。</span></p><p><img src=\"https://static.tigerbbs.com/036838b2e1de4b7f856acc5f0cf01c23\"/></p><p><span>行业分析认为,主要有两个因素:</span></p><p><span>其一,N型产品逐渐成为市场认可的主流产品。</span></p><p><span>据CPIA统计,2023年,国内大项目招标,N型占比要求达30%以上,SNEC光伏展会期间发布的N型组件产品占比超90%。</span></p><p><span>其二,李仙德的N型产品,</span><span>抢占了技术迭代的红利。</span></p><p><span>“搭建行业最大规模TOPCon产能,通过持续导入并率先获得规模效应,公司相对同业拥有了半年左右的领先优势。”晶科能源相关人士向《21CBR》记者解释。</span></p><p><span>公司预计,去年全年出货量冲刺75GW,其中N型产品年出货量超50GW。</span></p><p><span><img arial=\"\" auto=\"\" gb=\"\" helvetica=\"\" inline=\"\" left=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/da4d66ae76364ffd85a40bae4fd04127\" ui=\"\" visible=\"\" yahei=\"\"/></span></p><p><span><strong><span>大举扩产</span></strong></span></p><p><span>投身光伏行业数十载,李仙德不是冒进派。</span></p><p><span>据说,他最初受大哥李仙寿启发创业,在行业迅速崛起时,没有跟随大哥四处收购扩张。</span></p><p><span>后来,李仙德跟二哥李仙华联手,捧出光伏巨头晶科能源。</span></p><p><img src=\"https://static.tigerbbs.com/7bc2aeaa533f4a8581c5ad78c0dffbbb\"/></p><p><span>稳健不等于不作为,李仙德控盘的晶科系,在业内率先建立了从硅料加工到硅片、电池片、组件生产及电站运营的垂直一体化产业链。</span></p><p><span>同时,他也布局全球化,</span><span>目前拥有14个全球化生产基地</span><span>。2023年上半年,晶科能源的境外销售收入占比超过60%。</span></p><p><span>显然,李仙德也有野心,曾直言“要搞点大的”。</span></p><p><img src=\"https://static.tigerbbs.com/a667f5a1a5934d5f8e567bec66c7a721\"/></p><p><span>基于技术带动降本的想法,2021-2022年,李仙德大手笔砸向研发,累计投入超过70亿元,目标是N型高效电池及组件的落地量产。</span></p><p><span>2023年一季度末,公司账上只剩176亿元资金,尚有不少项目存在资金缺口,风险陡增。</span></p><p><span>当年5月,晶科能源发行可转换债券,</span><span>募资100亿元,补充弹药扩产。</span></p><p><span>眼下,李仙德遭遇行业逆风。</span></p><p><span>据2023年业绩预告,晶科能源第四季度扣非净利约为5-12亿元,环比大幅下降超五成,明显下滑。 </span></p><p><span>行业预计,2024年N型产能会进入过剩阶段。</span></p><p><span>“产能淘汰可能会比大家想象中更快。”李仙德表态称,必须做好充分的周期准备。</span></p><p><span>“N型产能供应仍相对紧缺”,晶科能源向《21CBR》记者表示,从需求端看,光伏装机总体需求增速稳定,叠加N型渗透率提升。</span></p><p><img src=\"https://static.tigerbbs.com/a0e6e04b219e457cb942b858385e7c7e\"/></p><p><span><strong><span>产能优势</span></strong></span></p><p><span>“不要高估了一两年的动荡,而低估了未来十年的变化。”李仙德不在意行业的短期波动。</span></p><p><span>他认为,晶科系的核心竞争力在于N型TOPCon领域、全球化运营,以及一体化产能等方面的优势。</span></p><p><span>李仙德积极布局产业链上下游,</span><span>旗下专注光伏电站运营的晶科科技已上市</span><span>,在装机应用一侧拓宽出路。</span></p><p><img src=\"https://static.tigerbbs.com/956bd39facac4742942d827471d0d8e6\"/></p><p><span>两家晶科系上市公司拥有较多业务协同空间,比如,晶科能源投建光伏电站项目及储能项目,会优先晶科科技的采购。</span></p><p><span>晶科科技承认,光伏组件的采购成本占电站投资的比重较大,但承诺每年向晶科能源采购组件的金额,占公司同类采购总额的比例不超过10%。</span></p><p><span>2023年上半年,两家公司有两笔关联交易,均不超过1亿元。</span></p><p><img src=\"https://static.tigerbbs.com/c561ffc9c8b54132a45d5bef2f9bd93d\"/></p><p><span>“一体化的产能布局,有利于增强各环节抗风险能力。”</span><span>李仙德认为。</span></p><p><span>加之,全球化运营持续纵深。</span></p><p><span>如晶科能源,在紧盯中美欧等主要光伏市场的同时,也积极布局东南亚、拉美及中东地区等新兴市场。</span></p><p><span>晶科科技也与法国电力集团(EDF)、阿布扎比未来能源公司(Masdar)、<a href=\"https://laohu8.com/S/KEP\">韩国电力</a>公司(KEPCO)、法国<a href=\"https://laohu8.com/S/TTE\">道达尔</a>(Total)、<a href=\"https://laohu8.com/S/02380\">中国电力</a>国际等多家机构合作。</span></p><p><span>“光伏从周期性变成市场化行业,会进入到一个激烈竞争的阶段。”李仙德说。</span></p><p><span>机遇和风险并存,他眼下的选择是放手一搏。</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span><em><span>图片来源于网络,侵权请联系删除</span></em></span><em arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></em><em arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></em></span></p><p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>@The End</strong></span></p><p><span><span><img src=\"https://static.tigerbbs.com/dacc6aa24b4a4c4fa9ed8c6b0ef2bc52\"/></span></span><span><span><img src=\"https://static.tigerbbs.com/1dd88e0d4ba84aac91136c0cbcb6c064\"/></span></span></p><p><span><span><img src=\"https://static.tigerbbs.com/f5e13c3bed8f453e97a7ce721db4e3a9\"/></span></span></p><p><img src=\"https://static.tigerbbs.com/edf347399c80403583ed53ac377e4168\"/></p><p><span><span arial=\"\" bold=\"\" gb=\"\" helvetica=\"\" left=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">点个</span><span arial=\"\" bold=\"\" gb=\"\" helvetica=\"\" left=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">在看 </span><span arial=\"\" bold=\"\" gb=\"\" helvetica=\"\" left=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">不错过刀哥辣评</span></span><img src=\"https://static.tigerbbs.com/5dfc6288376a4bad94ab019d3c5a1a28\"/></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EDF":"Stone Harbor Emerging Markets In","BK4526":"热门中概股","BK4141":"半导体产品","BK4588":"碎股","JKS":"晶科能源","BK4585":"ETF&股票定投概念","BK4519":"光伏太阳能"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzUzNDY0NzQwMQ==&mid=2247990431&idx=2&sn=29430d3857da0018e3a56380863396d1&chksm=fa98bb99cdef328f4e2be0be8fcf52101e94f2be11856f2312c6b0da557f7814c9c6bf8ef448#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2410899861","content_text":"晶科在行业红利期押注,经营有方,成就高光业绩。但现在已经进入行业逆风期,产能淘汰远超预期。既不能高估一两年的动荡,也不能低估未来十年的变化。全球化运营、一体化加深的晶科能源在危机并存的竞争中放手一搏。作者 | 覃毅来源 | 21世纪商业评论(ID:weixin21cbr)金错刀(ijincuodao)授权转载光伏行情波动,江西首富押注N型电池,大赚一笔。1月底,组件龙头晶科能源预告,2023年扣非净利超65.5亿元,同比增长在150%左右。原因是光伏装机总量稳步增加,公司N型组件产品出货快速放量。“短期内,高效的先进N型产能不存在绝对过剩。”晶科能源投资者关系部门向《21CBR》记者表示。总部位于江西上饶的晶科能源,由李仙德兄弟控制。另一家做电站运营的上市公司晶科科技,也在其治下。按照2月8日的行情,两家公司的市值合计超940亿元。根据《2023新财富500富人榜》,李仙德家族以353亿的财富,登顶江西首富。李仙德经营有方,然而高光业绩背后,也暗藏隐忧。技术红利李仙德成立晶科能源之初,做的是硅料生意,后来向下游发展,打造了硅片、电池、组件等垂直一体化产能。2022年至2023年,晶科N型电池及组件产品快速放量,成为业绩增长的关键。据披露,截至2023年第三季度末,公司所有产品的总出货量为55.7GW,其中组件出货量52.2GW,N型组件占比一半以上。在李仙德的积极筹划下,2023年N型组件提产放量,量产平均效率达25.6%,实现与P型组件一体化成本持平。“N型TOPCon产品供不应求,2023年的订单已超额覆盖本年出货目标。”李仙德在投资者交流会上表示,N型产品拥有更优性能和降本潜力,市场渗透率在提升。由于产品结构的变化,晶科的利润表现持续向好。2023年前三个季度,对应扣非净利润分别为12.21亿元、23.15亿元、25.11亿元,依次增长。行业分析认为,主要有两个因素:其一,N型产品逐渐成为市场认可的主流产品。据CPIA统计,2023年,国内大项目招标,N型占比要求达30%以上,SNEC光伏展会期间发布的N型组件产品占比超90%。其二,李仙德的N型产品,抢占了技术迭代的红利。“搭建行业最大规模TOPCon产能,通过持续导入并率先获得规模效应,公司相对同业拥有了半年左右的领先优势。”晶科能源相关人士向《21CBR》记者解释。公司预计,去年全年出货量冲刺75GW,其中N型产品年出货量超50GW。大举扩产投身光伏行业数十载,李仙德不是冒进派。据说,他最初受大哥李仙寿启发创业,在行业迅速崛起时,没有跟随大哥四处收购扩张。后来,李仙德跟二哥李仙华联手,捧出光伏巨头晶科能源。稳健不等于不作为,李仙德控盘的晶科系,在业内率先建立了从硅料加工到硅片、电池片、组件生产及电站运营的垂直一体化产业链。同时,他也布局全球化,目前拥有14个全球化生产基地。2023年上半年,晶科能源的境外销售收入占比超过60%。显然,李仙德也有野心,曾直言“要搞点大的”。基于技术带动降本的想法,2021-2022年,李仙德大手笔砸向研发,累计投入超过70亿元,目标是N型高效电池及组件的落地量产。2023年一季度末,公司账上只剩176亿元资金,尚有不少项目存在资金缺口,风险陡增。当年5月,晶科能源发行可转换债券,募资100亿元,补充弹药扩产。眼下,李仙德遭遇行业逆风。据2023年业绩预告,晶科能源第四季度扣非净利约为5-12亿元,环比大幅下降超五成,明显下滑。 行业预计,2024年N型产能会进入过剩阶段。“产能淘汰可能会比大家想象中更快。”李仙德表态称,必须做好充分的周期准备。“N型产能供应仍相对紧缺”,晶科能源向《21CBR》记者表示,从需求端看,光伏装机总体需求增速稳定,叠加N型渗透率提升。产能优势“不要高估了一两年的动荡,而低估了未来十年的变化。”李仙德不在意行业的短期波动。他认为,晶科系的核心竞争力在于N型TOPCon领域、全球化运营,以及一体化产能等方面的优势。李仙德积极布局产业链上下游,旗下专注光伏电站运营的晶科科技已上市,在装机应用一侧拓宽出路。两家晶科系上市公司拥有较多业务协同空间,比如,晶科能源投建光伏电站项目及储能项目,会优先晶科科技的采购。晶科科技承认,光伏组件的采购成本占电站投资的比重较大,但承诺每年向晶科能源采购组件的金额,占公司同类采购总额的比例不超过10%。2023年上半年,两家公司有两笔关联交易,均不超过1亿元。“一体化的产能布局,有利于增强各环节抗风险能力。”李仙德认为。加之,全球化运营持续纵深。如晶科能源,在紧盯中美欧等主要光伏市场的同时,也积极布局东南亚、拉美及中东地区等新兴市场。晶科科技也与法国电力集团(EDF)、阿布扎比未来能源公司(Masdar)、韩国电力公司(KEPCO)、法国道达尔(Total)、中国电力国际等多家机构合作。“光伏从周期性变成市场化行业,会进入到一个激烈竞争的阶段。”李仙德说。机遇和风险并存,他眼下的选择是放手一搏。图片来源于网络,侵权请联系删除@The End点个在看 不错过刀哥辣评","news_type":1},"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271806994964592,"gmtCreate":1707410888797,"gmtModify":1707410889998,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271806994964592","repostId":"2409403557","repostType":2,"repost":{"id":"2409403557","pubTimestamp":1707222832,"share":"https://www.laohu8.com/m/news/2409403557?lang=&edition=full","pubTime":"2024-02-06 20:33","market":"nz","language":"en","title":"Is United Airlines Holdings, Inc. (NASDAQ:UAL) A High Quality Stock To Own?","url":"https://stock-news.laohu8.com/highlight/detail?id=2409403557","media":"Simply Wall St.","summary":"Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...","content":"<html><body><div><p> Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is for those who would like to learn about Return On Equity (ROE). We'll use ROE to examine United Airlines Holdings, Inc. (NASDAQ:UAL), by way of a worked example. </p><p> Return on equity or ROE is a key measure used to assess how efficiently a company's management is utilizing the company's capital. In simpler terms, it measures the profitability of a company in relation to shareholder's equity. </p><p><span> Check out our latest analysis for United Airlines Holdings </span></p><h2> How To Calculate Return On Equity? </h2><p> <strong>Return on equity can be calculated by using the formula:</strong> </p><p> Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity </p><p>So, based on the above formula, the ROE for United Airlines Holdings is:</p><p>28% = US$2.6b ÷ US$9.3b (Based on the trailing twelve months to December 2023).</p><p> The 'return' is the income the business earned over the last year. Another way to think of that is that for every $1 worth of equity, the company was able to earn $0.28 in profit. </p> <h2> Does United Airlines Holdings Have A Good Return On Equity? </h2><p> By comparing a company's ROE with its industry average, we can get a quick measure of how good it is. Importantly, this is far from a perfect measure, because companies differ significantly within the same industry classification. Pleasingly, United Airlines Holdings has a superior ROE than the average (13%) in the Airlines industry. </p><figure><img height=\"316\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/309845-roe-1-dark/1707222831164\" width=\"333\"/><figcaption>NasdaqGS:UAL Return on Equity February 6th 2024</figcaption></figure><p> That's what we like to see. However, bear in mind that a high ROE doesn’t necessarily indicate efficient profit generation. A higher proportion of debt in a company's capital structure may also result in a high ROE, where the high debt levels could be a huge risk . You can see the 2 risks we have identified for United Airlines Holdings by visiting our <b>risks dashboard</b> for free on our platform here. </p><h2> The Importance Of Debt To Return On Equity </h2><p> Virtually all companies need money to invest in the business, to grow profits. The cash for investment can come from prior year profits (retained earnings), issuing new shares, or borrowing. In the first and second cases, the ROE will reflect this use of cash for investment in the business. In the latter case, the debt used for growth will improve returns, but won't affect the total equity. That will make the ROE look better than if no debt was used. </p><h2> Combining United Airlines Holdings' Debt And Its 28% Return On Equity </h2><p> We think United Airlines Holdings uses a significant amount of debt to maximize its returns, as it has a significantly higher debt to equity ratio of 3.37. So although the company has an impressive ROE, the company might not have been able to achieve this without the significant use of debt. </p> <h2> Summary </h2> <p> Return on equity is a useful indicator of the ability of a business to generate profits and return them to shareholders. Companies that can achieve high returns on equity without too much debt are generally of good quality. If two companies have the same ROE, then I would generally prefer the one with less debt. </p><p> But when a business is high quality, the market often bids it up to a price that reflects this. Profit growth rates, versus the expectations reflected in the price of the stock, are a particularly important to consider. So I think it may be worth checking this <strong>free</strong> report on analyst forecasts for the company. </p><p> But note: <strong>United Airlines Holdings may not be the best stock to buy</strong>. So take a peek at this <strong>free</strong> list of interesting companies with high ROE and low debt. </p><div><h3>Valuation is complex, but we're helping make it simple.</h3><p>Find out whether United Airlines Holdings is potentially over or undervalued by checking out our comprehensive analysis, which includes <strong>fair value estimates, risks and warnings, dividends, insider transactions and financial health.</strong></p>View the Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is United Airlines Holdings, Inc. (NASDAQ:UAL) A High Quality Stock To Own?</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\">\nIs United Airlines Holdings, Inc. (NASDAQ:UAL) A High Quality Stock To Own?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-06 20:33 GMT+8 <a href=https://simplywall.st/stocks/us/transportation/nasdaq-ual/united-airlines-holdings/news/is-united-airlines-holdings-inc-nasdaqual-a-high-quality-sto><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is for those who would like to learn about Return On Equity (ROE). We'll use ROE to...</p>\n\n<a href=\"https://simplywall.st/stocks/us/transportation/nasdaq-ual/united-airlines-holdings/news/is-united-airlines-holdings-inc-nasdaqual-a-high-quality-sto\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/3221000-choice2-main-header/1585186666788","relate_stocks":{".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","BK4112":"金融交易所和数据","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","QID":"纳指两倍做空ETF","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","ROE":"ASTORIA US QUALITY KINGS ETF","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","BK4008":"航空公司","SQQQ":"纳指三倍做空ETF","BK4585":"ETF&股票定投概念","NDAQ":"纳斯达克OMX交易所","UAL":"联合大陆航空","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","BK4500":"航空公司","BK4588":"碎股","PSQ":"纳指反向ETF"},"source_url":"https://simplywall.st/stocks/us/transportation/nasdaq-ual/united-airlines-holdings/news/is-united-airlines-holdings-inc-nasdaqual-a-high-quality-sto","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409403557","content_text":"Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is for those who would like to learn about Return On Equity (ROE). We'll use ROE to examine United Airlines Holdings, Inc. (NASDAQ:UAL), by way of a worked example. Return on equity or ROE is a key measure used to assess how efficiently a company's management is utilizing the company's capital. In simpler terms, it measures the profitability of a company in relation to shareholder's equity. Check out our latest analysis for United Airlines Holdings How To Calculate Return On Equity? Return on equity can be calculated by using the formula: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for United Airlines Holdings is:28% = US$2.6b ÷ US$9.3b (Based on the trailing twelve months to December 2023). The 'return' is the income the business earned over the last year. Another way to think of that is that for every $1 worth of equity, the company was able to earn $0.28 in profit. Does United Airlines Holdings Have A Good Return On Equity? By comparing a company's ROE with its industry average, we can get a quick measure of how good it is. Importantly, this is far from a perfect measure, because companies differ significantly within the same industry classification. Pleasingly, United Airlines Holdings has a superior ROE than the average (13%) in the Airlines industry. NasdaqGS:UAL Return on Equity February 6th 2024 That's what we like to see. However, bear in mind that a high ROE doesn’t necessarily indicate efficient profit generation. A higher proportion of debt in a company's capital structure may also result in a high ROE, where the high debt levels could be a huge risk . You can see the 2 risks we have identified for United Airlines Holdings by visiting our risks dashboard for free on our platform here. The Importance Of Debt To Return On Equity Virtually all companies need money to invest in the business, to grow profits. The cash for investment can come from prior year profits (retained earnings), issuing new shares, or borrowing. In the first and second cases, the ROE will reflect this use of cash for investment in the business. In the latter case, the debt used for growth will improve returns, but won't affect the total equity. That will make the ROE look better than if no debt was used. Combining United Airlines Holdings' Debt And Its 28% Return On Equity We think United Airlines Holdings uses a significant amount of debt to maximize its returns, as it has a significantly higher debt to equity ratio of 3.37. So although the company has an impressive ROE, the company might not have been able to achieve this without the significant use of debt. Summary Return on equity is a useful indicator of the ability of a business to generate profits and return them to shareholders. Companies that can achieve high returns on equity without too much debt are generally of good quality. If two companies have the same ROE, then I would generally prefer the one with less debt. But when a business is high quality, the market often bids it up to a price that reflects this. Profit growth rates, versus the expectations reflected in the price of the stock, are a particularly important to consider. So I think it may be worth checking this free report on analyst forecasts for the company. But note: United Airlines Holdings may not be the best stock to buy. So take a peek at this free list of interesting companies with high ROE and low debt. Valuation is complex, but we're helping make it simple.Find out whether United Airlines Holdings is potentially over or undervalued by checking out our comprehensive analysis, which includes fair value estimates, risks and warnings, dividends, insider transactions and financial health.View the Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271479438143584,"gmtCreate":1707316989352,"gmtModify":1707316990574,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271479438143584","repostId":"2409404075","repostType":2,"repost":{"id":"2409404075","pubTimestamp":1707230983,"share":"https://www.laohu8.com/m/news/2409404075?lang=&edition=full","pubTime":"2024-02-06 22:49","market":"us","language":"en","title":"Canadian Solar gets $160M financing, wins Microsoft as customer, for Louisiana project","url":"https://stock-news.laohu8.com/highlight/detail?id=2409404075","media":"seekingalpha","summary":"Canadian Solar +0.5% in early trading Tuesday as its Recurrent Energy subsidiary said it has secured $160M in project financing for its 127 MW Bayou Galion Solar project in Louisiana. Microsoft said it will purchase 100% of the energy and renewable energy credits produced by Bayou Galion Solar to support its goal to be carbon negative by 2030. Recurrent Energy began construction of Bayou Galion Solar in December and selected Primoris Services as its engineering, procurement and construction partner; the project is expected to be operational by fall 2024. Louisiana had 145 MW of operating wind, solar and energy storage capacity as of the end of September 2023, and the project will significantly expand the amount of installed renewable energy capacity. More on Canadian Solar Canadian Solar: From China With Modules Canadian Solar: Too Cheap To Ignore Canadian Solar: Q3 Earnings Highlight Prospects For Future Margin Gains","content":"<html><body><p>Canadian Solar (<span>NASDAQ:CSIQ</span>) <span>+0.5%</span> in early trading Tuesday as its Recurrent Energy subsidiary said it has secured $160M in project financing for its 127 MW Bayou Galion Solar project in Louisiana.</p> <p>Microsoft said it will purchase 100% of the energy and renewable energy<span> credits produced by Bayou Galion Solar to support its goal to be carbon negative by 2030.</span></p> <p>Recurrent Energy began construction of Bayou Galion Solar in December and selected Primoris Services (PRIM) as its engineering, procurement and construction partner; the project is expected to be operational by fall 2024.</p> <p>Louisiana had 145 MW of operating wind, solar and energy storage capacity as of the end of September 2023, and the project will significantly expand the amount of installed renewable energy capacity.</p> <div> <h2>More on Canadian Solar</h2> <ul> <li>Canadian Solar: From China With Modules</li> <li>Canadian Solar: Too Cheap To Ignore</li> <li>Canadian Solar: Q3 Earnings Highlight Prospects For Future Margin Gains</li> </ul> </div></body></html>","source":"seekingalpha","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>Canadian Solar gets $160M financing, wins Microsoft as customer, for Louisiana project</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; 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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\">\nCanadian Solar gets $160M financing, wins Microsoft as customer, for Louisiana project\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-06 22:49 GMT+8 <a href=https://seekingalpha.com/news/4063165-canadian-solar-gets-160m-financing-wins-microsoft-as-customer-for-louisiana-project><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Canadian Solar (NASDAQ:CSIQ) +0.5% in early trading Tuesday as its Recurrent Energy subsidiary said it has secured $160M in project financing for its 127 MW Bayou Galion Solar project in Louisiana. ...</p>\n\n<a href=\"https://seekingalpha.com/news/4063165-canadian-solar-gets-160m-financing-wins-microsoft-as-customer-for-louisiana-project\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1342257053/image_1342257053.jpg","relate_stocks":{"LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0082616367.USD":"摩根大通美国科技A(dist)","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","BK4581":"高盛持仓","LU0080751232.USD":"富达环球多元动力基金A","BK4504":"桥水持仓","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","MSFT":"微软","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4528":"SaaS概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4503":"景林资产持仓","CSIQ":"阿特斯太阳能","PRIM":"Primoris Services Corporation","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4576":"AR","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4587":"ChatGPT概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4577":"网络游戏","BK4527":"明星科技股","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4579":"人工智能","BK4526":"热门中概股","BK4588":"碎股","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC"},"source_url":"https://seekingalpha.com/news/4063165-canadian-solar-gets-160m-financing-wins-microsoft-as-customer-for-louisiana-project","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2409404075","content_text":"Canadian Solar (NASDAQ:CSIQ) +0.5% in early trading Tuesday as its Recurrent Energy subsidiary said it has secured $160M in project financing for its 127 MW Bayou Galion Solar project in Louisiana. Microsoft said it will purchase 100% of the energy and renewable energy credits produced by Bayou Galion Solar to support its goal to be carbon negative by 2030. Recurrent Energy began construction of Bayou Galion Solar in December and selected Primoris Services (PRIM) as its engineering, procurement and construction partner; the project is expected to be operational by fall 2024. Louisiana had 145 MW of operating wind, solar and energy storage capacity as of the end of September 2023, and the project will significantly expand the amount of installed renewable energy capacity. More on Canadian Solar Canadian Solar: From China With Modules Canadian Solar: Too Cheap To Ignore Canadian Solar: Q3 Earnings Highlight Prospects For Future Margin Gains","news_type":1},"isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271151792705744,"gmtCreate":1707236931531,"gmtModify":1707236932709,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271151792705744","repostId":"2409405161","repostType":2,"repost":{"id":"2409405161","pubTimestamp":1707226500,"share":"https://www.laohu8.com/m/news/2409405161?lang=&edition=full","pubTime":"2024-02-06 21:35","market":"us","language":"en","title":"Enjoy Monthly Income From 2 Top-Notch Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=2409405161","media":"seekingalpha","summary":"When was the last time you cried tears of joy?","content":"<html><body><ul><li>When was the last time you cried tears of joy?</li><li>I am incredibly grateful for all the dividends pouring into my account.</li><li>Retirement is easier when someone else is paying for it. Let the market do its part.</li></ul><p><figure><picture><img loading=\"lazy\" src=\"https://media.gettyimages.com/id/1437960410/photo/powerful-marathon-finish-line-celebration-moment.jpg?b=1&s=170667a&w=0&k=20&c=vmqR50KHuOnMRfpM9b-Xo8PbrisZo5P0pPMHb21RtwY=\"/></picture><figcaption><p>Ben Garvin/DigitalVision via Getty Images</p></figcaption></figure></p> <p><em>Co-authored by Treading Softly</em></p> <p>I've never been one to be known as highly emotional. Though I am surrounded by individuals in my life who are. My one daughter, for example, has every emotion at a ten, all the time. She's either<span> 10 out of 10 happy, 10 out of 10 sad, or 10 out of 10 angry. Because of this, she is extremely attuned to the emotional impacts of various media. It is not uncommon to find her listening to beautiful music or emotionally charged music and crying either because of the sadness contained in the song or because of the extreme joy contained within that song. She frequently has what she calls \"happy tears,\" which are just tears of joy under a different name.</span></p> <p>I'm able to enjoy a different kind of period where<span> I get tears of joy - every single time dividends arrive in my portfolio. Ok, maybe not physical tears, but inside that is the feeling I get.</span></p> <blockquote><p>Do you know the only thing that gives me pleasure? It's to see my dividends coming in. - <em>John D. Rockefeller</em></p></blockquote> <p>You see, as an income investor, my main focus when approaching the market is to get paid by that market. I have learned through the years of managing my portfolio that if you focus on what you can control the rest will take care of itself. I have focused on building my income by buying dividend-paying stocks. Whether the market is up or down, I can take actions that will increase the dividends I receive. Because of that, my total returns have grown over time.</p> <p>Today, I want to take a look at two opportunities that pay income monthly. You can enjoy a strong income from them month after month after month, and every time that money arrives, you can cry tears of joy knowing that it's going to come again next month as well, all while you think about all the different opportunities that you can take advantage of with them.</p> <p>Let's dive in.</p> <h2>Pick #1: EPR - Yield 7.3%</h2> <p><strong>EPR Properties</strong> (EPR) is a real estate investment trust that specializes in experiential properties, such as entertainment, recreation, and leisure venues. In short, <strong>EPR</strong> owns places where you go to experience something. In a world where people were staying at home, that wasn't the best place to be.</p> <p>EPR was originally founded as a REIT for movie theaters. An asset class that historically has been extremely reliable and desirable for landlords. It is also a sector that still hasn't recovered from COVID. EPR saw one of its largest tenants, Regal, in bankruptcy court last year.</p> <p>The Regal bankruptcy was resolved and the lease renegotiated in an agreement that provides EPR with a lower fixed rent, but a higher percentage rent. It provides Regal with an immediate reduction in rent, but provides EPR with upside as the box office recovers.</p> <p>Despite this setback last year, EPR saw FFO and AFFO climb throughout the year. Importantly, EPR's dividend coverage improved with the payout ratio declining from 65% of AFFO in Q4 2022 to 56% in Q3. <em>Source</em></p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/19/16392-17057040311408997.png\"/></span><figcaption><p>EPR Q3 2023 Supplement</p></figcaption></figure></p> <p>It should be noted that EPR does have temporary cash flow which has benefited it. EPR has been collecting rent that was deferred in 2020 during COVID, and those collections are nearing an end. In 2023, those excess collections are estimated to be approximately $0.47/share. <em>Source</em></p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/19/16392-17057041771249614.png\"/></span><figcaption><p>EPR Q3 2023 Presentation</p></figcaption></figure></p> <p>Fortunately, EPR's management provided guidance for 2023 with and without rent deferrals collected:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/19/16392-17057043068081799.png\"/></span><figcaption><p>EPR Q3 2023 Presentation</p></figcaption></figure></p> <p>As we look forward to 2024, we don't expect rent deferral collections to be significant. As a result, we can expect 2024 earnings to be starting at a base of $4.67 FFO as adjusted. Which puts the payout ratio for 2023 at approximately 70%. For the second half of 2023, we expect the payout ratio excluding the impact of deferral collections to be in the 66-68% range. Before COVID, EPR generally targeted a 70-80% payout ratio.</p> <p>So is EPR likely to announce a dividend raise at earnings? That falls into the category of \"definitely maybe\". On the one hand, the run-rate payout ratio is definitely low enough to justify a modest increase. At earnings, management suggested that they expected a 4% annual per/share FFO growth was a reasonable expectation over the long run. EPR is currently operating below its target leverage range of 5-5.5x, so in the near term, growth should continue to run above 4%. That should allow EPR to increase the dividend by about $0.01/month +- to maintain a payout ratio of 70% or below.</p> <p>On the other hand, EPR might decide to maintain a conservative approach and keep retaining cash. There are some obvious risks. An eventual bankruptcy from AMC Entertainment (AMC) at this point should surprise nobody. Unlike Regal, EPR already renegotiated its leases with AMC in 2020. When it renegotiated the leases, EPR was well aware that bankruptcy was a very real possibility and structured the leases with an AMC bankruptcy filing in mind. Here is an exchange from the Q2 2020 earnings call:</p> <blockquote> <p><strong>Brian Hawthorne</strong></p> <p>Hi. Good morning. My first question in a bankruptcy scenario, how comfortable are you that the AMC Master Lease will stand up in court?</p> <p><strong>Greg Silvers</strong></p> <p>You know, I don't think anybody can give you great assurances. But I can tell you that when we structured it, we used bankruptcy council, the latest court decisions that were out there to structure a transaction that we believe is the most formidable available.</p> </blockquote> <p>There can be no guarantees, but EPR was able to get an overall favorable result from the Cineworld/Regal bankruptcy. It is more prepared for an AMC bankruptcy and the amount of rent involved is similar. If AMC does file bankruptcy, we expect the impact to be very similar to the impact that Cineworld/Regal's filing had, which means a far greater impact on sentiment than on actual earnings. EPR managed to grow earnings throughout 2023 despite Regal's bankruptcy filing at the end of 2022.</p> <p>In the meantime, EPR continues to reduce the number of theaters they have exposure to - choosing to focus on growing its non-theater side of the business.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/19/16392-1705704516469509.png\"/></span><figcaption><p>EPR Q3 2023 Supplement</p></figcaption></figure></p> <p>EPR has 11 theater properties that it intends to sell, and we can expect to see them sell this year. Meanwhile, EPR has ample liquidity to fund growth if it finds opportunities with nothing drawn on its $1 billion revolving line of credit.</p> <p>EPR also has the luxury of a favorable maturity schedule for its bonds. The next maturity is in August 2024 for only $136.6 million, less than 5% of EPR's overall debt.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/19/16392-17057046838524554.png\"/></span><figcaption><p>EPR Q3 2023 Supplement</p></figcaption></figure></p> <p>That is an amount small enough that EPR could entertain repaying it with cash, and if it refinances it at current rates, the principal is low enough that it will not have a material impact on earnings.</p> <p>The outlook for EPR in 2024 is bright. We can expect modest FFO growth, a possible dividend raise, and management is in the driver's seat in deciding how quickly to expand.</p> <p>On the risk side, there is a possibility that AMC will file for bankruptcy, although that risk is likely much greater in 2025/2026 as AMC has very little debt maturing in 2024.</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/19/16392-1705707566878134.png\"/></picture><figcaption><p>AMC Q3 2023 10-Q</p></figcaption></figure></p> <p>As noted above, we believe that if AMC were to file bankruptcy, it might have a psychological impact on share price, but would not have a significant impact on EPR's earnings. EPR should have no trouble maintaining and even growing its dividend, regardless of what AMC does.</p> <p>With this in mind, we are happy to continue adding to EPR at current prices.</p> <h2>Pick #2: XFLT - Yield 13.7%</h2> <p>We frequently talk about the massive income potential from leveraged loans through CLO equity funds. Like many types of debt investments, leveraged loans have seen their prices fall and are trading at historically high yields.</p> <p>The S&P LSTA Leveraged Loan Index is trading at a yield-to-maturity of 9.49%: <em>Source</em></p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/19/16392-17057084434071882.png\"/></span><figcaption><p>S&P Global</p></figcaption></figure></p> <p>Unlike 2020, where the yield rose and quickly fell back down, the index has been trading at an elevated yield for over a year. CLO equity positions are a leveraged investment in these loans and have enjoyed huge cash flows. However, that high cash flow comes with significant volatility. One of our picks in the sector, Oxford Lane Capital (OXLC) provides exposure to CLO equity with very high yields but has also experienced high volatility in price and distributions. A rollercoaster that some investors might not care to ride.</p> <p>For investors who want to benefit from the high yields in leveraged loans, but want less volatility, <a href=\"https://laohu8.com/S/BKLN\">Invesco Senior Loan ETF</a> (BKLN) is an ETF in the sector that has no leverage. Of course, no leverage means lower yield and lower total returns as loan prices recover. It also means that the distribution is variable and will decline as interest rates decline.</p> <p><strong>XAI Octagon Floating Rate & Alternative Income Term Trust</strong> (XFLT) is a great middle option. It offers leveraged exposure to loans with a combination of CLO debt, CLO equity, and owning loans directly. <em>Source</em></p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/19/16392-17057051708371546.png\"/></picture><figcaption><p>XFLT Website</p></figcaption></figure></p> <p>By owning this mixture, <strong>XFLT</strong> has less volatility than a pure CLO equity CEF, and it was also the quickest fund in the sector to restore its distribution during COVID. It paid a reduced distribution for only 6 months, and today is paying a higher distribution than it paid pre-COVID.</p> <p>When we look at the rolling returns, we can see that XFLT isn't quite as volatile as OXLC, while still providing much higher average returns than BKLN. <em>Source</em></p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/19/16392-17057052786931047.png\"/></span><figcaption><p>Portfolio Visualizer</p></figcaption></figure></p> <p>It has also provided a more stable income.</p> <p>XFLT took advantage of the COVID collapse, significantly expanding its portfolio in late 2020 and throughout 2021. That growth effort resumed in 2023. <em>Source</em></p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/20/16392-17057532244250476.png\"/></span><figcaption><p>XFLT Q1 2023 Webinar</p></figcaption></figure></p> <p>While loan prices have been low, XFLT has been a buyer - positioning itself to benefit when yields decline and prices rise. For those who want exposure to the substantial cash flow being produced by leveraged loans, but don't want the volatility and violent NAV swings inherent in funds that focus on CLO equity, XFLT is a great middle-ground. A bit lower yield, but 13.7% with the potential for more distribution growth is hardly something to sneeze at!</p> <h2>Conclusion</h2> <p>With EPR and XFLT, we can enjoy strong income while benefitting from everyday life for most Americans. XFLT owns debt covering a wide array of the U.S. economy, and EPR owns experiential properties enjoyed by many. This allows both of today's opportunities to pay you monthly, 12 months a year.</p> <p>When it comes to retirement, it's nice to still receive a monthly paycheck. Many of us enjoyed either weekly or bi-weekly paychecks. It's less common only to be paid once a month, but some of us still receive monthly pay. Having the ability to receive income every month reduces some of the headaches of having to budget and spread your money over a longer period when you get it in a lump sum, especially if that is unusual or uncommon for you. Retirement should be a period of lower stress and fewer worries than you had before. Getting income monthly can help reduce the stress of your need to budget effectively and give you fewer worries month to month. This way, you can spend that valuable time doing something you enjoy, like a hobby or spending time with loved ones, instead of having to stare at your checkbook.</p> <div></div> <p>That's the beauty of my Income Method. That's the beauty of income investing.</p></body></html>","source":"seekingalpha","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>Enjoy Monthly Income From 2 Top-Notch Opportunities</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\">\nEnjoy Monthly Income From 2 Top-Notch Opportunities\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-06 21:35 GMT+8 <a href=https://seekingalpha.com/article/4667367-enjoy-monthly-income-from-2-top-notch-opportunities><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When was the last time you cried tears of joy?I am incredibly grateful for all the dividends pouring into my account.Retirement is easier when someone else is paying for it. Let the market do its part...</p>\n\n<a href=\"https://seekingalpha.com/article/4667367-enjoy-monthly-income-from-2-top-notch-opportunities\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4108":"电影和娱乐","BKLN":"Invesco Senior Loan ETF","XFLT":"XAI Octagon Floating Rate & Alternative Income Term Trust","OXLC":"Oxford Lane Capital Corp","BK4084":"特种房地产投资信托","BK4234":"特殊用途房地产信托","AMC":"AMC院线","BK4547":"WSB热门概念","EPR":"EPR不动产"},"source_url":"https://seekingalpha.com/article/4667367-enjoy-monthly-income-from-2-top-notch-opportunities","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2409405161","content_text":"When was the last time you cried tears of joy?I am incredibly grateful for all the dividends pouring into my account.Retirement is easier when someone else is paying for it. Let the market do its part.Ben Garvin/DigitalVision via Getty Images Co-authored by Treading Softly I've never been one to be known as highly emotional. Though I am surrounded by individuals in my life who are. My one daughter, for example, has every emotion at a ten, all the time. She's either 10 out of 10 happy, 10 out of 10 sad, or 10 out of 10 angry. Because of this, she is extremely attuned to the emotional impacts of various media. It is not uncommon to find her listening to beautiful music or emotionally charged music and crying either because of the sadness contained in the song or because of the extreme joy contained within that song. She frequently has what she calls \"happy tears,\" which are just tears of joy under a different name. I'm able to enjoy a different kind of period where I get tears of joy - every single time dividends arrive in my portfolio. Ok, maybe not physical tears, but inside that is the feeling I get. Do you know the only thing that gives me pleasure? It's to see my dividends coming in. - John D. Rockefeller You see, as an income investor, my main focus when approaching the market is to get paid by that market. I have learned through the years of managing my portfolio that if you focus on what you can control the rest will take care of itself. I have focused on building my income by buying dividend-paying stocks. Whether the market is up or down, I can take actions that will increase the dividends I receive. Because of that, my total returns have grown over time. Today, I want to take a look at two opportunities that pay income monthly. You can enjoy a strong income from them month after month after month, and every time that money arrives, you can cry tears of joy knowing that it's going to come again next month as well, all while you think about all the different opportunities that you can take advantage of with them. Let's dive in. Pick #1: EPR - Yield 7.3% EPR Properties (EPR) is a real estate investment trust that specializes in experiential properties, such as entertainment, recreation, and leisure venues. In short, EPR owns places where you go to experience something. In a world where people were staying at home, that wasn't the best place to be. EPR was originally founded as a REIT for movie theaters. An asset class that historically has been extremely reliable and desirable for landlords. It is also a sector that still hasn't recovered from COVID. EPR saw one of its largest tenants, Regal, in bankruptcy court last year. The Regal bankruptcy was resolved and the lease renegotiated in an agreement that provides EPR with a lower fixed rent, but a higher percentage rent. It provides Regal with an immediate reduction in rent, but provides EPR with upside as the box office recovers. Despite this setback last year, EPR saw FFO and AFFO climb throughout the year. Importantly, EPR's dividend coverage improved with the payout ratio declining from 65% of AFFO in Q4 2022 to 56% in Q3. Source EPR Q3 2023 Supplement It should be noted that EPR does have temporary cash flow which has benefited it. EPR has been collecting rent that was deferred in 2020 during COVID, and those collections are nearing an end. In 2023, those excess collections are estimated to be approximately $0.47/share. Source EPR Q3 2023 Presentation Fortunately, EPR's management provided guidance for 2023 with and without rent deferrals collected: EPR Q3 2023 Presentation As we look forward to 2024, we don't expect rent deferral collections to be significant. As a result, we can expect 2024 earnings to be starting at a base of $4.67 FFO as adjusted. Which puts the payout ratio for 2023 at approximately 70%. For the second half of 2023, we expect the payout ratio excluding the impact of deferral collections to be in the 66-68% range. Before COVID, EPR generally targeted a 70-80% payout ratio. So is EPR likely to announce a dividend raise at earnings? That falls into the category of \"definitely maybe\". On the one hand, the run-rate payout ratio is definitely low enough to justify a modest increase. At earnings, management suggested that they expected a 4% annual per/share FFO growth was a reasonable expectation over the long run. EPR is currently operating below its target leverage range of 5-5.5x, so in the near term, growth should continue to run above 4%. That should allow EPR to increase the dividend by about $0.01/month +- to maintain a payout ratio of 70% or below. On the other hand, EPR might decide to maintain a conservative approach and keep retaining cash. There are some obvious risks. An eventual bankruptcy from AMC Entertainment (AMC) at this point should surprise nobody. Unlike Regal, EPR already renegotiated its leases with AMC in 2020. When it renegotiated the leases, EPR was well aware that bankruptcy was a very real possibility and structured the leases with an AMC bankruptcy filing in mind. Here is an exchange from the Q2 2020 earnings call: Brian Hawthorne Hi. Good morning. My first question in a bankruptcy scenario, how comfortable are you that the AMC Master Lease will stand up in court? Greg Silvers You know, I don't think anybody can give you great assurances. But I can tell you that when we structured it, we used bankruptcy council, the latest court decisions that were out there to structure a transaction that we believe is the most formidable available. There can be no guarantees, but EPR was able to get an overall favorable result from the Cineworld/Regal bankruptcy. It is more prepared for an AMC bankruptcy and the amount of rent involved is similar. If AMC does file bankruptcy, we expect the impact to be very similar to the impact that Cineworld/Regal's filing had, which means a far greater impact on sentiment than on actual earnings. EPR managed to grow earnings throughout 2023 despite Regal's bankruptcy filing at the end of 2022. In the meantime, EPR continues to reduce the number of theaters they have exposure to - choosing to focus on growing its non-theater side of the business. EPR Q3 2023 Supplement EPR has 11 theater properties that it intends to sell, and we can expect to see them sell this year. Meanwhile, EPR has ample liquidity to fund growth if it finds opportunities with nothing drawn on its $1 billion revolving line of credit. EPR also has the luxury of a favorable maturity schedule for its bonds. The next maturity is in August 2024 for only $136.6 million, less than 5% of EPR's overall debt. EPR Q3 2023 Supplement That is an amount small enough that EPR could entertain repaying it with cash, and if it refinances it at current rates, the principal is low enough that it will not have a material impact on earnings. The outlook for EPR in 2024 is bright. We can expect modest FFO growth, a possible dividend raise, and management is in the driver's seat in deciding how quickly to expand. On the risk side, there is a possibility that AMC will file for bankruptcy, although that risk is likely much greater in 2025/2026 as AMC has very little debt maturing in 2024. AMC Q3 2023 10-Q As noted above, we believe that if AMC were to file bankruptcy, it might have a psychological impact on share price, but would not have a significant impact on EPR's earnings. EPR should have no trouble maintaining and even growing its dividend, regardless of what AMC does. With this in mind, we are happy to continue adding to EPR at current prices. Pick #2: XFLT - Yield 13.7% We frequently talk about the massive income potential from leveraged loans through CLO equity funds. Like many types of debt investments, leveraged loans have seen their prices fall and are trading at historically high yields. The S&P LSTA Leveraged Loan Index is trading at a yield-to-maturity of 9.49%: Source S&P Global Unlike 2020, where the yield rose and quickly fell back down, the index has been trading at an elevated yield for over a year. CLO equity positions are a leveraged investment in these loans and have enjoyed huge cash flows. However, that high cash flow comes with significant volatility. One of our picks in the sector, Oxford Lane Capital (OXLC) provides exposure to CLO equity with very high yields but has also experienced high volatility in price and distributions. A rollercoaster that some investors might not care to ride. For investors who want to benefit from the high yields in leveraged loans, but want less volatility, Invesco Senior Loan ETF (BKLN) is an ETF in the sector that has no leverage. Of course, no leverage means lower yield and lower total returns as loan prices recover. It also means that the distribution is variable and will decline as interest rates decline. XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) is a great middle option. It offers leveraged exposure to loans with a combination of CLO debt, CLO equity, and owning loans directly. Source XFLT Website By owning this mixture, XFLT has less volatility than a pure CLO equity CEF, and it was also the quickest fund in the sector to restore its distribution during COVID. It paid a reduced distribution for only 6 months, and today is paying a higher distribution than it paid pre-COVID. When we look at the rolling returns, we can see that XFLT isn't quite as volatile as OXLC, while still providing much higher average returns than BKLN. Source Portfolio Visualizer It has also provided a more stable income. XFLT took advantage of the COVID collapse, significantly expanding its portfolio in late 2020 and throughout 2021. That growth effort resumed in 2023. Source XFLT Q1 2023 Webinar While loan prices have been low, XFLT has been a buyer - positioning itself to benefit when yields decline and prices rise. For those who want exposure to the substantial cash flow being produced by leveraged loans, but don't want the volatility and violent NAV swings inherent in funds that focus on CLO equity, XFLT is a great middle-ground. A bit lower yield, but 13.7% with the potential for more distribution growth is hardly something to sneeze at! Conclusion With EPR and XFLT, we can enjoy strong income while benefitting from everyday life for most Americans. XFLT owns debt covering a wide array of the U.S. economy, and EPR owns experiential properties enjoyed by many. This allows both of today's opportunities to pay you monthly, 12 months a year. When it comes to retirement, it's nice to still receive a monthly paycheck. Many of us enjoyed either weekly or bi-weekly paychecks. It's less common only to be paid once a month, but some of us still receive monthly pay. Having the ability to receive income every month reduces some of the headaches of having to budget and spread your money over a longer period when you get it in a lump sum, especially if that is unusual or uncommon for you. Retirement should be a period of lower stress and fewer worries than you had before. Getting income monthly can help reduce the stress of your need to budget effectively and give you fewer worries month to month. This way, you can spend that valuable time doing something you enjoy, like a hobby or spending time with loved ones, instead of having to stare at your checkbook. That's the beauty of my Income Method. That's the beauty of income investing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269080721281152,"gmtCreate":1706724344991,"gmtModify":1706724346376,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269080721281152","repostId":"2407824475","repostType":2,"repost":{"id":"2407824475","pubTimestamp":1706696844,"share":"https://www.laohu8.com/m/news/2407824475?lang=&edition=full","pubTime":"2024-01-31 18:27","market":"nz","language":"en","title":"Is JinkoSolar Holding (NYSE:JKS) Using Too Much Debt?","url":"https://stock-news.laohu8.com/highlight/detail?id=2407824475","media":"Simply Wall St.","summary":"Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...","content":"<html><body><div><p> Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of permanent loss is the risk I worry about... and every practical investor I know worries about.' It's only natural to consider a company's balance sheet when you examine how risky it is, since debt is often involved when a business collapses. We note that <strong>JinkoSolar Holding Co., Ltd.</strong> (NYSE:JKS) does have debt on its balance sheet. But is this debt a concern to shareholders? </p><h2> When Is Debt A Problem? </h2><p> Debt and other liabilities become risky for a business when it cannot easily fulfill those obligations, either with free cash flow or by raising capital at an attractive price. Part and parcel of capitalism is the process of 'creative destruction' where failed businesses are mercilessly liquidated by their bankers. While that is not too common, we often do see indebted companies permanently diluting shareholders because lenders force them to raise capital at a distressed price. Of course, plenty of companies use debt to fund growth, without any negative consequences. When we think about a company's use of debt, we first look at cash and debt together. </p> <p><span> See our latest analysis for JinkoSolar Holding </span></p><h2> What Is JinkoSolar Holding's Net Debt? </h2><p> As you can see below, JinkoSolar Holding had CN¥53.3b of debt at September 2023, down from CN¥56.9b a year prior. However, because it has a cash reserve of CN¥13.6b, its net debt is less, at about CN¥39.7b. </p><figure><img height=\"526\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/49547584-debt-equity-history-analysis-1-dark/1706696842465\" width=\"821\"/><figcaption>NYSE:JKS Debt to Equity History January 31st 2024</figcaption></figure><h2> How Strong Is JinkoSolar Holding's Balance Sheet? </h2><p> According to the last reported balance sheet, JinkoSolar Holding had liabilities of CN¥73.3b due within 12 months, and liabilities of CN¥20.9b due beyond 12 months. Offsetting these obligations, it had cash of CN¥13.6b as well as receivables valued at CN¥29.9b due within 12 months. So it has liabilities totalling CN¥50.8b more than its cash and near-term receivables, combined. </p><p> This deficit casts a shadow over the CN¥10.3b company, like a colossus towering over mere mortals. So we'd watch its balance sheet closely, without a doubt. At the end of the day, JinkoSolar Holding would probably need a major re-capitalization if its creditors were to demand repayment. </p> <p> We measure a company's debt load relative to its earnings power by looking at its net debt divided by its earnings before interest, tax, depreciation, and amortization (EBITDA) and by calculating how easily its earnings before interest and tax (EBIT) cover its interest expense (interest cover). The advantage of this approach is that we take into account both the absolute quantum of debt (with net debt to EBITDA) and the actual interest expenses associated with that debt (with its interest cover ratio). </p> <p> JinkoSolar Holding has a debt to EBITDA ratio of 3.8, which signals significant debt, but is still pretty reasonable for most types of business. However, its interest coverage of 13.7 is very high, suggesting that the interest expense on the debt is currently quite low. Notably, JinkoSolar Holding's EBIT launched higher than Elon Musk, gaining a whopping 1,072% on last year. When analysing debt levels, the balance sheet is the obvious place to start. But ultimately the future profitability of the business will decide if JinkoSolar Holding can strengthen its balance sheet over time. So if you want to see what the professionals think, you might find this free report on analyst profit forecasts to be interesting. </p><p> Finally, a company can only pay off debt with cold hard cash, not accounting profits. So it's worth checking how much of that EBIT is backed by free cash flow. Over the last three years, JinkoSolar Holding saw substantial negative free cash flow, in total. While that may be a result of expenditure for growth, it does make the debt far more risky. </p> <h2>Our View</h2><p> On the face of it, JinkoSolar Holding's conversion of EBIT to free cash flow left us tentative about the stock, and its level of total liabilities was no more enticing than the one empty restaurant on the busiest night of the year. But at least it's pretty decent at covering its interest expense with its EBIT; that's encouraging. Looking at the bigger picture, it seems clear to us that JinkoSolar Holding's use of debt is creating risks for the company. If all goes well, that should boost returns, but on the flip side, the risk of permanent capital loss is elevated by the debt. There's no doubt that we learn most about debt from the balance sheet. However, not all investment risk resides within the balance sheet - far from it. For instance, we've identified <strong> 4 warning signs for JinkoSolar Holding</strong> (2 are potentially serious) you should be aware of. </p> <p> Of course, if you're the type of investor who prefers buying stocks without the burden of debt, then don't hesitate to discover our exclusive list of net cash growth stocks, today. </p><div><h3>Valuation is complex, but we're helping make it simple.</h3><p>Find out whether JinkoSolar Holding is potentially over or undervalued by checking out our comprehensive analysis, which includes <strong>fair value estimates, risks and warnings, dividends, insider transactions and financial health.</strong></p>View the Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is JinkoSolar Holding (NYSE:JKS) Using Too Much Debt?</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\">\nIs JinkoSolar Holding (NYSE:JKS) Using Too Much Debt?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-31 18:27 GMT+8 <a href=https://simplywall.st/stocks/us/semiconductors/nyse-jks/jinkosolar-holding/news/is-jinkosolar-holding-nysejks-using-too-much-debt-2><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of permanent loss is the risk I worry about... and every practical investor I know ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nyse-jks/jinkosolar-holding/news/is-jinkosolar-holding-nysejks-using-too-much-debt-2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/8212000-choice2-main-header/1585186783100","relate_stocks":{"BK4526":"热门中概股","BK4519":"光伏太阳能","NYSE":"纽交所","BK4585":"ETF&股票定投概念","JKS":"晶科能源","BK4588":"碎股","BK4141":"半导体产品"},"source_url":"https://simplywall.st/stocks/us/semiconductors/nyse-jks/jinkosolar-holding/news/is-jinkosolar-holding-nysejks-using-too-much-debt-2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2407824475","content_text":"Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of permanent loss is the risk I worry about... and every practical investor I know worries about.' It's only natural to consider a company's balance sheet when you examine how risky it is, since debt is often involved when a business collapses. We note that JinkoSolar Holding Co., Ltd. (NYSE:JKS) does have debt on its balance sheet. But is this debt a concern to shareholders? When Is Debt A Problem? Debt and other liabilities become risky for a business when it cannot easily fulfill those obligations, either with free cash flow or by raising capital at an attractive price. Part and parcel of capitalism is the process of 'creative destruction' where failed businesses are mercilessly liquidated by their bankers. While that is not too common, we often do see indebted companies permanently diluting shareholders because lenders force them to raise capital at a distressed price. Of course, plenty of companies use debt to fund growth, without any negative consequences. When we think about a company's use of debt, we first look at cash and debt together. See our latest analysis for JinkoSolar Holding What Is JinkoSolar Holding's Net Debt? As you can see below, JinkoSolar Holding had CN¥53.3b of debt at September 2023, down from CN¥56.9b a year prior. However, because it has a cash reserve of CN¥13.6b, its net debt is less, at about CN¥39.7b. NYSE:JKS Debt to Equity History January 31st 2024 How Strong Is JinkoSolar Holding's Balance Sheet? According to the last reported balance sheet, JinkoSolar Holding had liabilities of CN¥73.3b due within 12 months, and liabilities of CN¥20.9b due beyond 12 months. Offsetting these obligations, it had cash of CN¥13.6b as well as receivables valued at CN¥29.9b due within 12 months. So it has liabilities totalling CN¥50.8b more than its cash and near-term receivables, combined. This deficit casts a shadow over the CN¥10.3b company, like a colossus towering over mere mortals. So we'd watch its balance sheet closely, without a doubt. At the end of the day, JinkoSolar Holding would probably need a major re-capitalization if its creditors were to demand repayment. We measure a company's debt load relative to its earnings power by looking at its net debt divided by its earnings before interest, tax, depreciation, and amortization (EBITDA) and by calculating how easily its earnings before interest and tax (EBIT) cover its interest expense (interest cover). The advantage of this approach is that we take into account both the absolute quantum of debt (with net debt to EBITDA) and the actual interest expenses associated with that debt (with its interest cover ratio). JinkoSolar Holding has a debt to EBITDA ratio of 3.8, which signals significant debt, but is still pretty reasonable for most types of business. However, its interest coverage of 13.7 is very high, suggesting that the interest expense on the debt is currently quite low. Notably, JinkoSolar Holding's EBIT launched higher than Elon Musk, gaining a whopping 1,072% on last year. When analysing debt levels, the balance sheet is the obvious place to start. But ultimately the future profitability of the business will decide if JinkoSolar Holding can strengthen its balance sheet over time. So if you want to see what the professionals think, you might find this free report on analyst profit forecasts to be interesting. Finally, a company can only pay off debt with cold hard cash, not accounting profits. So it's worth checking how much of that EBIT is backed by free cash flow. Over the last three years, JinkoSolar Holding saw substantial negative free cash flow, in total. While that may be a result of expenditure for growth, it does make the debt far more risky. Our View On the face of it, JinkoSolar Holding's conversion of EBIT to free cash flow left us tentative about the stock, and its level of total liabilities was no more enticing than the one empty restaurant on the busiest night of the year. But at least it's pretty decent at covering its interest expense with its EBIT; that's encouraging. Looking at the bigger picture, it seems clear to us that JinkoSolar Holding's use of debt is creating risks for the company. If all goes well, that should boost returns, but on the flip side, the risk of permanent capital loss is elevated by the debt. There's no doubt that we learn most about debt from the balance sheet. However, not all investment risk resides within the balance sheet - far from it. For instance, we've identified 4 warning signs for JinkoSolar Holding (2 are potentially serious) you should be aware of. Of course, if you're the type of investor who prefers buying stocks without the burden of debt, then don't hesitate to discover our exclusive list of net cash growth stocks, today. Valuation is complex, but we're helping make it simple.Find out whether JinkoSolar Holding is potentially over or undervalued by checking out our comprehensive analysis, which includes fair value estimates, risks and warnings, dividends, insider transactions and financial health.View the Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268694302683304,"gmtCreate":1706630028690,"gmtModify":1706630029868,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268694302683304","repostId":"2407209378","repostType":4,"repost":{"id":"2407209378","pubTimestamp":1706582133,"share":"https://www.laohu8.com/m/news/2407209378?lang=&edition=full","pubTime":"2024-01-30 10:35","market":"us","language":"zh","title":"一年5倍,强势碾压英伟达!AI“新贵”超微电脑赚麻了","url":"https://stock-news.laohu8.com/highlight/detail?id=2407209378","media":"格隆汇","summary":"令人振奋的财报和业绩指引","content":"<p>科技股财报周已经拉开序幕。</p><p>周一美股盘后,<strong>“<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>核心朋友圈”的<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>公布了令人振奋的财报和业绩指引,双双大超华尔街预期</strong>。</p><p>在财报公布后,超微电脑周一盘后大涨超过10%。今年以来,公司股价不断持续飙高,目前累计涨幅近74%。</p><p>事实上,<strong>超微电脑自2023年初就已经开启了“暴走”模式,在一年多的时间内,股价累计涨幅已经超过500%。</strong></p><p>这涨势更是直接碾压了英伟达、AMD在内的其他美股热门科技股。同期,英伟达累计涨幅约325%,AMD累计涨幅175%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b6d5eabffa0ee2b03eee029d2a5669\" tg-width=\"780\" tg-height=\"519\"></p><p>近两年,随着AI掀起的一轮科技革命,背后的技术服务商们赚的盆满钵满。</p><p>作为人工智能、云、存储和 5G/边缘的整体 IT 解决方案提供商,同时也是英伟达的合作伙伴,超微电脑在AI圈火速“脱颖而出”。</p><p>财报显示,第二财季实现<strong>营收36.6亿美元</strong>,去年同期为18亿美元,而前一财季也只有21.2亿美元。</p><p><strong>净利润</strong>增至 2.96 亿美元,高于上一季度的1.57亿美元,同比增长 1.76 亿美元,几乎翻了一番。</p><p>第二财季调整后<strong>每股收益</strong>为5.59美元,去年同期3.26美元,分析师预期5.16美元;<strong>毛利率</strong>略有压缩至15.4%,前一季度为 16.7%,去年同期为 18.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bf74a17816484db49d1fe2bb7ca4193\" tg-width=\"1443\" tg-height=\"561\"></p><p>强劲的业绩也凸显了超微电脑不断扩大的市场份额,以及市场对先进服务器解决方案不断增长的需求。</p><p>展望下一季度,超微电脑<strong>预计第三财季营收为37亿美元至41亿美元</strong>,调整后每股收益为5.20美元至6.01美元。</p><p>这两项预测均远高于 FactSet 的共识,后者预计收入为 29 亿美元,调整后每股收益为 4.61 美元。</p><p>公司还<strong>上调了全年预测</strong>,指出其产品继续赢得市场份额。 <strong>超微电脑预计整个财年的收入为143亿至147亿美元,</strong>而分析师此前的预期为138亿美元,此前公司预测收入为 100 亿至 110 亿美元。</p><p>首席执行官梁见后 (Charles Liang) 在一份新闻稿中表示:</p><blockquote><p>“我们在 2024 财年第二季度继续展示我们的市场领导地位,报告收入达到创纪录的 36.6亿美元,同比增长 103%。”</p></blockquote><blockquote><p>“虽然我们不断赢得新的合作伙伴,但我们当前的最终客户仍然需要更多美超微优化的人工智能计算机平台和机架级整体 IT 解决方案。”</p></blockquote><p>巨额盈利以及上调的业绩指引,也令市场开始振奋。</p><p>Constellation Research Inc. 的 Holger Mueller 表示,年收入已达数十亿美元的硬件供应商能够将销售额翻倍,这是极其罕见的事情。</p><blockquote><p>“这种增长背后的驱动力是人工智能,因为超微提供了一些最得益于与 Nvidia 的合作,我们为这些工作负载提供了可靠的计算平台。”</p></blockquote><p>不过Mueller 也表示, 对投资者来说,好消息是这种趋势不太可能很快改变。然而,超微仍然需要在其业务的盈利方面下功夫,因为其成本不断上升,而每股收益却在下降。</p><p>gurufocus的分析师 Khac Phu Nguyen指出,回顾历史估值图表,很明显市场对围绕超微计算机的看涨势头反应过度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a8855f39ea91e50cf57681f60abcda1\" tg-width=\"771\" tg-height=\"579\"></p><p>他指出,不可否认,超微电脑以其显着的股价飙升和第二季度的乐观指引吸引了投资者的关注。然而,股市似乎对该公司的积极前景反应过度,如果该公司未能达到这些高预期,可能会给投资者带来更高的风险。</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一年5倍,强势碾压英伟达!AI“新贵”超微电脑赚麻了</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{ 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; 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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一年5倍,强势碾压英伟达!AI“新贵”超微电脑赚麻了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-30 10:35 北京时间 <a href=https://www.gelonghui.com/p/689823><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>科技股财报周已经拉开序幕。周一美股盘后,“英伟达核心朋友圈”的超微电脑公布了令人振奋的财报和业绩指引,双双大超华尔街预期。在财报公布后,超微电脑周一盘后大涨超过10%。今年以来,公司股价不断持续飙高,目前累计涨幅近74%。事实上,超微电脑自2023年初就已经开启了“暴走”模式,在一年多的时间内,股价累计涨幅已经超过500%。这涨势更是直接碾压了英伟达、AMD在内的其他美股热门科技股。同期,英伟达...</p>\n\n<a href=\"https://www.gelonghui.com/p/689823\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/f9e50-39412d89-0dda-4c28-93ae-fd726d2496f0.jpg?guru_height=583&guru_width=1000","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://www.gelonghui.com/p/689823","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2407209378","content_text":"科技股财报周已经拉开序幕。周一美股盘后,“英伟达核心朋友圈”的超微电脑公布了令人振奋的财报和业绩指引,双双大超华尔街预期。在财报公布后,超微电脑周一盘后大涨超过10%。今年以来,公司股价不断持续飙高,目前累计涨幅近74%。事实上,超微电脑自2023年初就已经开启了“暴走”模式,在一年多的时间内,股价累计涨幅已经超过500%。这涨势更是直接碾压了英伟达、AMD在内的其他美股热门科技股。同期,英伟达累计涨幅约325%,AMD累计涨幅175%。近两年,随着AI掀起的一轮科技革命,背后的技术服务商们赚的盆满钵满。作为人工智能、云、存储和 5G/边缘的整体 IT 解决方案提供商,同时也是英伟达的合作伙伴,超微电脑在AI圈火速“脱颖而出”。财报显示,第二财季实现营收36.6亿美元,去年同期为18亿美元,而前一财季也只有21.2亿美元。净利润增至 2.96 亿美元,高于上一季度的1.57亿美元,同比增长 1.76 亿美元,几乎翻了一番。第二财季调整后每股收益为5.59美元,去年同期3.26美元,分析师预期5.16美元;毛利率略有压缩至15.4%,前一季度为 16.7%,去年同期为 18.7%。强劲的业绩也凸显了超微电脑不断扩大的市场份额,以及市场对先进服务器解决方案不断增长的需求。展望下一季度,超微电脑预计第三财季营收为37亿美元至41亿美元,调整后每股收益为5.20美元至6.01美元。这两项预测均远高于 FactSet 的共识,后者预计收入为 29 亿美元,调整后每股收益为 4.61 美元。公司还上调了全年预测,指出其产品继续赢得市场份额。 超微电脑预计整个财年的收入为143亿至147亿美元,而分析师此前的预期为138亿美元,此前公司预测收入为 100 亿至 110 亿美元。首席执行官梁见后 (Charles Liang) 在一份新闻稿中表示:“我们在 2024 财年第二季度继续展示我们的市场领导地位,报告收入达到创纪录的 36.6亿美元,同比增长 103%。”“虽然我们不断赢得新的合作伙伴,但我们当前的最终客户仍然需要更多美超微优化的人工智能计算机平台和机架级整体 IT 解决方案。”巨额盈利以及上调的业绩指引,也令市场开始振奋。Constellation Research Inc. 的 Holger Mueller 表示,年收入已达数十亿美元的硬件供应商能够将销售额翻倍,这是极其罕见的事情。“这种增长背后的驱动力是人工智能,因为超微提供了一些最得益于与 Nvidia 的合作,我们为这些工作负载提供了可靠的计算平台。”不过Mueller 也表示, 对投资者来说,好消息是这种趋势不太可能很快改变。然而,超微仍然需要在其业务的盈利方面下功夫,因为其成本不断上升,而每股收益却在下降。gurufocus的分析师 Khac Phu Nguyen指出,回顾历史估值图表,很明显市场对围绕超微计算机的看涨势头反应过度。他指出,不可否认,超微电脑以其显着的股价飙升和第二季度的乐观指引吸引了投资者的关注。然而,股市似乎对该公司的积极前景反应过度,如果该公司未能达到这些高预期,可能会给投资者带来更高的风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268687068741720,"gmtCreate":1706628234391,"gmtModify":1706628236814,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268687068741720","repostId":"2407688243","repostType":2,"repost":{"id":"2407688243","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1706629491,"share":"https://www.laohu8.com/m/news/2407688243?lang=&edition=full","pubTime":"2024-01-30 23:44","market":"hk","language":"en","title":"US Stocks Edge Lower; Pfizer Reports Surprise Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2407688243","media":"Benzinga","summary":"U.S. stocks traded slightly lower this morning on Tuesday. Following the market opening Tuesday, the Dow traded down 0.04% to 38,316.43 while the NASDAQ fell 0.12% to 15,608.59. The S&P 500 also fell, dropping, 0.03% to 4,926.32.","content":"<html><body><p>U.S. stocks traded slightly lower this morning on Tuesday. Following the market opening Tuesday, the Dow traded down 0.04% to 38,316.43 while the NASDAQ fell 0.12% to 15,608.59. The S&P 500 also fell, dropping, 0.03% to 4,926.32.</p>\n<p>Check This Out: <em> How To Earn $500 A Month From Starbucks Stock Ahead Of Q1 Earnings </em></p>\n<h3><strong>Leading and Lagging Sectors</strong></h3>\n<p>Health care shares rose by 0.2% on Tuesday.</p>\n<p>In trading on Tuesday, energy shares fell by 1.1%.</p>\n<h3><strong>Top Headline</strong></h3>\n<p><strong>Pfizer Inc</strong> (NYSE:PFE) reported a surprise profit for the fourth quarter on Tuesday.</p>\n<p>The company posted adjusted EPS of 10 cents versus a consensus loss of 22 cents. The company reported a 41% decline in sales to $14.25 billion, down from $24.29 billion a year ago, almost in line with the consensus of $14.21 billion.</p>\n<h3><strong>Equities Trading UP</strong></h3>\n<p><strong>Agape ATP Corporation </strong> (NASDAQ:ATPC) shares shot up 86% to $0.9500.</p>\n<p>Shares of <strong> <a href=\"https://laohu8.com/S/AGFY\">Agrify</a> Corporation </strong> (NASDAQ:AGFY) got a boost, surging 53% to $0.7734 after a 13D filing showed I-Tseng Jenny Chan reported a 49.99% stake in the company.</p>\n<p><strong>Sanmina Corporation </strong> (NASDAQ:SANM) shares were also up, gaining 37% to $69.39 after the company reported better-than-expected first-quarter financial results and issued second-quarter guidance above estimates.</p>\n<h3><strong>Equities Trading DOWN</strong></h3>\n<p><strong>Sidus Space, Inc. </strong> (NASDAQ:SIDU) shares dropped 43% to $5.00 after the company announced the pricing of its public offering of 1,251,700 Class A shares at $4.50 per share.</p>\n<p>Shares of <strong> 60 Degrees Pharmaceuticals, Inc. </strong> (NASDAQ:SXTP) were down 38% to $0.32 after the company announced pricing of a $2.4 million public offering.</p>\n<p><strong>Nyxoah S.A. </strong> (NASDAQ:NYXH) was down, falling 29% to $8.77 after surging 31% on Monday.</p>\n<p>Also Check This Out:<em> Jim Cramer Says This Is A 'Very, Very Expensive' Stock: 'I Say Ka-Ching Ka-Ching On Some Of That One'</em></p>\n<h3><strong>Commodities</strong></h3>\n<p>In commodity news, oil traded up 0.2% to $76.93 while gold traded up 1.9% at $2,063.70.</p>\n<p>Silver traded up 0.6% to $23.39 on Tuesday while copper rose 0.1% to $3.8790.</p>\n<h3><strong>Euro zone</strong></h3>\n<p>European shares were higher today. The eurozone’s STOXX 600 rose 0.2%, London’s FTSE 100 rose 0.5% while Spain’s IBEX 35 Index rose 1.2% The German DAX rose 0.2% French CAC 40 gained 0.4% while Italy’s FTSE MIB Index climbed 0.8%.</p>\n<p>The Euro Area economy stalled in the final three months of 2023, compated to a 0.1% contraction in the prior period. The economic sentiment indicator in the Eurozone fell to 96.2 in January compared to December's reading of 96.4.</p>\n<p>Italy’s gross domestic product rose by 0.2% quarter-over-quarter during the last three months of 2023, while German economy shrank by 0.3% in the fourth quarter. Spanish gross domestic product increased by 0.6% in the same period, while annual consumer price inflation in Spain increased to 3.4% in January. The French economy stalled in the fourth quarter.</p>\n<h3><strong>Asia Pacific Markets</strong></h3>\n<p>Asian markets closed mostly lower on Tuesday, with Japan’s Nikkei 225 gaining 0.11%, Hong Kong’s Hang Seng Index falling 2.32% and China’s Shanghai Composite Index dipping 1.83%. India’s S&P BSE Sensex, meanwhile, fell 1.11%.</p>\n<p>Japanese unemployment rate declined to 2.4% in December compared to 2.5% in the earlier two months.</p>\n<h3><strong>Economics</strong></h3>\n<p>The S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller home price index climbed 5.4% year-over-year in November versus a 4.9% rise in October.</p>\n<p>The FHFA house price index rose by 0.3% from the prior month in November.</p>\n<p>Now Read This: <em> Meta To Rally Around 16%? Here Are 10 Top Analyst Forecasts For Tuesday</em></p>\n</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>US Stocks Edge Lower; Pfizer Reports Surprise Profit</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\">\nUS Stocks Edge Lower; Pfizer Reports Surprise Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-01-30 23:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>U.S. stocks traded slightly lower this morning on Tuesday. Following the market opening Tuesday, the Dow traded down 0.04% to 38,316.43 while the NASDAQ fell 0.12% to 15,608.59. The S&P 500 also fell, dropping, 0.03% to 4,926.32.</p>\n<p>Check This Out: <em> How To Earn $500 A Month From Starbucks Stock Ahead Of Q1 Earnings </em></p>\n<h3><strong>Leading and Lagging Sectors</strong></h3>\n<p>Health care shares rose by 0.2% on Tuesday.</p>\n<p>In trading on Tuesday, energy shares fell by 1.1%.</p>\n<h3><strong>Top Headline</strong></h3>\n<p><strong>Pfizer Inc</strong> (NYSE:PFE) reported a surprise profit for the fourth quarter on Tuesday.</p>\n<p>The company posted adjusted EPS of 10 cents versus a consensus loss of 22 cents. The company reported a 41% decline in sales to $14.25 billion, down from $24.29 billion a year ago, almost in line with the consensus of $14.21 billion.</p>\n<h3><strong>Equities Trading UP</strong></h3>\n<p><strong>Agape ATP Corporation </strong> (NASDAQ:ATPC) shares shot up 86% to $0.9500.</p>\n<p>Shares of <strong> <a href=\"https://laohu8.com/S/AGFY\">Agrify</a> Corporation </strong> (NASDAQ:AGFY) got a boost, surging 53% to $0.7734 after a 13D filing showed I-Tseng Jenny Chan reported a 49.99% stake in the company.</p>\n<p><strong>Sanmina Corporation </strong> (NASDAQ:SANM) shares were also up, gaining 37% to $69.39 after the company reported better-than-expected first-quarter financial results and issued second-quarter guidance above estimates.</p>\n<h3><strong>Equities Trading DOWN</strong></h3>\n<p><strong>Sidus Space, Inc. </strong> (NASDAQ:SIDU) shares dropped 43% to $5.00 after the company announced the pricing of its public offering of 1,251,700 Class A shares at $4.50 per share.</p>\n<p>Shares of <strong> 60 Degrees Pharmaceuticals, Inc. </strong> (NASDAQ:SXTP) were down 38% to $0.32 after the company announced pricing of a $2.4 million public offering.</p>\n<p><strong>Nyxoah S.A. </strong> (NASDAQ:NYXH) was down, falling 29% to $8.77 after surging 31% on Monday.</p>\n<p>Also Check This Out:<em> Jim Cramer Says This Is A 'Very, Very Expensive' Stock: 'I Say Ka-Ching Ka-Ching On Some Of That One'</em></p>\n<h3><strong>Commodities</strong></h3>\n<p>In commodity news, oil traded up 0.2% to $76.93 while gold traded up 1.9% at $2,063.70.</p>\n<p>Silver traded up 0.6% to $23.39 on Tuesday while copper rose 0.1% to $3.8790.</p>\n<h3><strong>Euro zone</strong></h3>\n<p>European shares were higher today. The eurozone’s STOXX 600 rose 0.2%, London’s FTSE 100 rose 0.5% while Spain’s IBEX 35 Index rose 1.2% The German DAX rose 0.2% French CAC 40 gained 0.4% while Italy’s FTSE MIB Index climbed 0.8%.</p>\n<p>The Euro Area economy stalled in the final three months of 2023, compated to a 0.1% contraction in the prior period. The economic sentiment indicator in the Eurozone fell to 96.2 in January compared to December's reading of 96.4.</p>\n<p>Italy’s gross domestic product rose by 0.2% quarter-over-quarter during the last three months of 2023, while German economy shrank by 0.3% in the fourth quarter. Spanish gross domestic product increased by 0.6% in the same period, while annual consumer price inflation in Spain increased to 3.4% in January. The French economy stalled in the fourth quarter.</p>\n<h3><strong>Asia Pacific Markets</strong></h3>\n<p>Asian markets closed mostly lower on Tuesday, with Japan’s Nikkei 225 gaining 0.11%, Hong Kong’s Hang Seng Index falling 2.32% and China’s Shanghai Composite Index dipping 1.83%. India’s S&P BSE Sensex, meanwhile, fell 1.11%.</p>\n<p>Japanese unemployment rate declined to 2.4% in December compared to 2.5% in the earlier two months.</p>\n<h3><strong>Economics</strong></h3>\n<p>The S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller home price index climbed 5.4% year-over-year in November versus a 4.9% rise in October.</p>\n<p>The FHFA house price index rose by 0.3% from the prior month in November.</p>\n<p>Now Read This: <em> Meta To Rally Around 16%? Here Are 10 Top Analyst Forecasts For Tuesday</em></p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","BK4187":"航天航空与国防","AGFY":"Agrify","TQQQ":"纳指三倍做多ETF","SIDU":"Sidus Space Inc.","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4534":"瑞士信贷持仓","PSQ":"纳指反向ETF","BK4585":"ETF&股票定投概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","BK4007":"制药","LU0234572021.USD":"高盛美国核心股票组合Acc","ATPC":"Agape ATP Corp.","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0058720904.USD":"联博国际健康护理基金A","QQQ":"纳指100ETF","PFE":"辉瑞","BK4082":"医疗保健设备","BK4152":"农用农业机械","SANM":"新美亚电子","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4550":"红杉资本持仓","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4568":"美国抗疫概念","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","SXTP":"60 degrees pharmaceuticals, Inc.","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","QID":"纳指两倍做空ETF","BK4581":"高盛持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD",".IXIC":"NASDAQ Composite","SG9999001176.USD":"United Global Healthcare Acc USD","SQQQ":"纳指三倍做空ETF","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","NYXH":"Nyxoah SA","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","QLD":"纳指两倍做多ETF","BK4175":"保健护理产品经销商"},"source_url":"https://www.benzinga.com/news/earnings/24/01/36846621/us-stocks-edge-lower-pfizer-reports-surprise-profit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2407688243","content_text":"U.S. stocks traded slightly lower this morning on Tuesday. Following the market opening Tuesday, the Dow traded down 0.04% to 38,316.43 while the NASDAQ fell 0.12% to 15,608.59. The S&P 500 also fell, dropping, 0.03% to 4,926.32.\nCheck This Out: How To Earn $500 A Month From Starbucks Stock Ahead Of Q1 Earnings \nLeading and Lagging Sectors\nHealth care shares rose by 0.2% on Tuesday.\nIn trading on Tuesday, energy shares fell by 1.1%.\nTop Headline\nPfizer Inc (NYSE:PFE) reported a surprise profit for the fourth quarter on Tuesday.\nThe company posted adjusted EPS of 10 cents versus a consensus loss of 22 cents. The company reported a 41% decline in sales to $14.25 billion, down from $24.29 billion a year ago, almost in line with the consensus of $14.21 billion.\nEquities Trading UP\nAgape ATP Corporation (NASDAQ:ATPC) shares shot up 86% to $0.9500.\nShares of Agrify Corporation (NASDAQ:AGFY) got a boost, surging 53% to $0.7734 after a 13D filing showed I-Tseng Jenny Chan reported a 49.99% stake in the company.\nSanmina Corporation (NASDAQ:SANM) shares were also up, gaining 37% to $69.39 after the company reported better-than-expected first-quarter financial results and issued second-quarter guidance above estimates.\nEquities Trading DOWN\nSidus Space, Inc. (NASDAQ:SIDU) shares dropped 43% to $5.00 after the company announced the pricing of its public offering of 1,251,700 Class A shares at $4.50 per share.\nShares of 60 Degrees Pharmaceuticals, Inc. (NASDAQ:SXTP) were down 38% to $0.32 after the company announced pricing of a $2.4 million public offering.\nNyxoah S.A. (NASDAQ:NYXH) was down, falling 29% to $8.77 after surging 31% on Monday.\nAlso Check This Out: Jim Cramer Says This Is A 'Very, Very Expensive' Stock: 'I Say Ka-Ching Ka-Ching On Some Of That One'\nCommodities\nIn commodity news, oil traded up 0.2% to $76.93 while gold traded up 1.9% at $2,063.70.\nSilver traded up 0.6% to $23.39 on Tuesday while copper rose 0.1% to $3.8790.\nEuro zone\nEuropean shares were higher today. The eurozone’s STOXX 600 rose 0.2%, London’s FTSE 100 rose 0.5% while Spain’s IBEX 35 Index rose 1.2% The German DAX rose 0.2% French CAC 40 gained 0.4% while Italy’s FTSE MIB Index climbed 0.8%.\nThe Euro Area economy stalled in the final three months of 2023, compated to a 0.1% contraction in the prior period. The economic sentiment indicator in the Eurozone fell to 96.2 in January compared to December's reading of 96.4.\nItaly’s gross domestic product rose by 0.2% quarter-over-quarter during the last three months of 2023, while German economy shrank by 0.3% in the fourth quarter. Spanish gross domestic product increased by 0.6% in the same period, while annual consumer price inflation in Spain increased to 3.4% in January. The French economy stalled in the fourth quarter.\nAsia Pacific Markets\nAsian markets closed mostly lower on Tuesday, with Japan’s Nikkei 225 gaining 0.11%, Hong Kong’s Hang Seng Index falling 2.32% and China’s Shanghai Composite Index dipping 1.83%. India’s S&P BSE Sensex, meanwhile, fell 1.11%.\nJapanese unemployment rate declined to 2.4% in December compared to 2.5% in the earlier two months.\nEconomics\nThe S&P CoreLogic Case-Shiller home price index climbed 5.4% year-over-year in November versus a 4.9% rise in October.\nThe FHFA house price index rose by 0.3% from the prior month in November.\nNow Read This: Meta To Rally Around 16%? Here Are 10 Top Analyst Forecasts For Tuesday","news_type":1},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":983265442,"gmtCreate":1583288863586,"gmtModify":1704349353278,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米2019年度财报什么时候会发布呢,有没有知道的朋友","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米2019年度财报什么时候会发布呢,有没有知道的朋友","text":"$小米集团-W(01810)$小米2019年度财报什么时候会发布呢,有没有知道的朋友","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/983265442","isVote":1,"tweetType":1,"viewCount":4628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345290850,"gmtCreate":1618315646270,"gmtModify":1618315646270,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>贾跃亭太不是人了吧,跑路就算了,还造假","listText":"<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>贾跃亭太不是人了吧,跑路就算了,还造假","text":"$Property Solutions Acquisition Corp(PSAC)$贾跃亭太不是人了吧,跑路就算了,还造假","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/345290850","isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"content":"A股有几个不造假?","text":"A股有几个不造假?","html":"A股有几个不造假?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351299395,"gmtCreate":1616595982117,"gmtModify":1616595982117,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351299395","repostId":"353997982","repostType":1,"repost":{"id":353997982,"gmtCreate":1616452677446,"gmtModify":1617069280363,"author":{"id":"3567339157612934","authorId":"3567339157612934","name":"Alex谈股论金","avatar":"https://static.tigerbbs.com/d4564bc192a54fcba2406dffd778a7b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567339157612934","authorIdStr":"3567339157612934"},"themes":[],"title":"很幸运,预测全中!Yalla 股票复盘。谈谈我对于成长股估值的看法。#美股分析#Yalla#YALA","htmlText":"嗨大家好,欢迎来到Alex谈股论金,今天我们来复盘一下Yalla的股票,并看看最新的Q4财报是否给我们带来了哪些惊喜。那我们开始吧。我们先来快速的回顾一下公司的概况。Yalla是一个领先的以语音为中心的社交网络娱乐平台。公司除了旗舰应用Yalla以外,还拓展了,像Yalla Ludo这样已经非常成熟的游戏并且已经发布或正在开发其他类似的游戏平台。同时聊天应用Yalla Chat也快要上市了,是否对标微信我们还要等待更详细的信息发布。但是从公司的整体策略上来看,称其为中东小腾讯是一点也不为过的。我们先来看一下最新季度的财报。Yalla第四季度总营收为$48.3millIon,与2019年相比,同比增长151%。平均月活用户,第四季度16.4million人次,与2019相比,同比增长295%。付费用户,5.2million人次,同比增长624%。这些数据看上去都是惊人的,但大部分都已经在上一季度财报后被人们Price-in了。关于市场情绪,我可以详细的为大家复盘一下。2020年11-9,Yalla 公布财报,财报前一天股价拉升了15个百分点,财报当天股价又拉升了12个百分点。然后一直到11月末,大概是公司的知名度提升了,一些机构便开始注资,我们可以看到,从11月30号开始,Yalla的平均日交易量有了显著的提升,股价当日更是拉升40%多。之后股价盘整来到2021年1月份。这里我画了两个向上箭头,一个代表纳指的不断突破新高,一个则是Elon Musk对于club house 语音平台的推崇,一时间,语音类平台公司在纳指和马大神的双重加持下,股价纷纷被炒上了天。之后来到2月11号,在我2月10号发布视频后,股价更是被推到了41美金之高,我就是恰巧在2月10号发了视频,当我一觉醒来,股价涨了快30%,我自然是很高兴的了。可是快乐总是短暂的,从2月16号开始,人们开始恐慌美债收益率的","listText":"嗨大家好,欢迎来到Alex谈股论金,今天我们来复盘一下Yalla的股票,并看看最新的Q4财报是否给我们带来了哪些惊喜。那我们开始吧。我们先来快速的回顾一下公司的概况。Yalla是一个领先的以语音为中心的社交网络娱乐平台。公司除了旗舰应用Yalla以外,还拓展了,像Yalla Ludo这样已经非常成熟的游戏并且已经发布或正在开发其他类似的游戏平台。同时聊天应用Yalla Chat也快要上市了,是否对标微信我们还要等待更详细的信息发布。但是从公司的整体策略上来看,称其为中东小腾讯是一点也不为过的。我们先来看一下最新季度的财报。Yalla第四季度总营收为$48.3millIon,与2019年相比,同比增长151%。平均月活用户,第四季度16.4million人次,与2019相比,同比增长295%。付费用户,5.2million人次,同比增长624%。这些数据看上去都是惊人的,但大部分都已经在上一季度财报后被人们Price-in了。关于市场情绪,我可以详细的为大家复盘一下。2020年11-9,Yalla 公布财报,财报前一天股价拉升了15个百分点,财报当天股价又拉升了12个百分点。然后一直到11月末,大概是公司的知名度提升了,一些机构便开始注资,我们可以看到,从11月30号开始,Yalla的平均日交易量有了显著的提升,股价当日更是拉升40%多。之后股价盘整来到2021年1月份。这里我画了两个向上箭头,一个代表纳指的不断突破新高,一个则是Elon Musk对于club house 语音平台的推崇,一时间,语音类平台公司在纳指和马大神的双重加持下,股价纷纷被炒上了天。之后来到2月11号,在我2月10号发布视频后,股价更是被推到了41美金之高,我就是恰巧在2月10号发了视频,当我一觉醒来,股价涨了快30%,我自然是很高兴的了。可是快乐总是短暂的,从2月16号开始,人们开始恐慌美债收益率的","text":"嗨大家好,欢迎来到Alex谈股论金,今天我们来复盘一下Yalla的股票,并看看最新的Q4财报是否给我们带来了哪些惊喜。那我们开始吧。我们先来快速的回顾一下公司的概况。Yalla是一个领先的以语音为中心的社交网络娱乐平台。公司除了旗舰应用Yalla以外,还拓展了,像Yalla Ludo这样已经非常成熟的游戏并且已经发布或正在开发其他类似的游戏平台。同时聊天应用Yalla Chat也快要上市了,是否对标微信我们还要等待更详细的信息发布。但是从公司的整体策略上来看,称其为中东小腾讯是一点也不为过的。我们先来看一下最新季度的财报。Yalla第四季度总营收为$48.3millIon,与2019年相比,同比增长151%。平均月活用户,第四季度16.4million人次,与2019相比,同比增长295%。付费用户,5.2million人次,同比增长624%。这些数据看上去都是惊人的,但大部分都已经在上一季度财报后被人们Price-in了。关于市场情绪,我可以详细的为大家复盘一下。2020年11-9,Yalla 公布财报,财报前一天股价拉升了15个百分点,财报当天股价又拉升了12个百分点。然后一直到11月末,大概是公司的知名度提升了,一些机构便开始注资,我们可以看到,从11月30号开始,Yalla的平均日交易量有了显著的提升,股价当日更是拉升40%多。之后股价盘整来到2021年1月份。这里我画了两个向上箭头,一个代表纳指的不断突破新高,一个则是Elon Musk对于club house 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world top and how - 写在BTC ETF通过审批的日子","htmlText":"2015年7月1日基金启动的情景历历在目,那个时候几乎是我自信的顶峰。穷则独善其身,达则兼济天下,这是我非常喜欢的态度。2012年开立股票账户的时候,我给自己定下目标是先管好自己的资金,然后再做个基金,计划花 5 年时间学习投资,2017 年做个基金,这就是第一个 5 年计划,虽然这么计划,但其实开股票账户的时候是感觉这一天很遥远的。因为一进入市场很快找到感觉,快速学习,自有资金虽然体量小,但增长非常快。这给了我很大信心,也吸引了投资圈的前辈们的支持。基金的成立比我计划的时间还快了2年。 随着基金的运行,我发现这其实是一个生意,比自己在腾讯业余炒炒股票复杂得多,我需要动态处理好多方的关系,比如投资人、投研团队、运营团队、合规、监管、券商、基金同行、以及各种上市公司交流等。这对仅有几个月券商销售经历的腾讯程序员来说,是一个复杂的系统工程问题。我在哈工大学的是软件工程,毕业在腾讯主要是写代码人机交互,说话都不利索,我明白我需要做出很多改变。除了炒股票赚钱做业绩以外,我也一直思考自己存在的价值,以及这个基金存在的价值。想明白这些才能长期开心地做下去。我非常喜欢腾讯,因为腾讯产品用户体验极好,在腾讯工作也能愉快地快速成长。当年毕业时我拒了阿里巴巴的offer,然后腾讯收留了我,这一点我也很感恩。腾讯“正直、进取、协作、创造”的价值观也深深地指导着我的言行。见贤思齐,那么我也很想做一家公司向腾讯看齐。我相信凡事预则立,不预则废。于是,从基金以及公司的名字开始,我把 flag 立好先,腾讯英文名字是 tencent,我们基金取名 tenfund,资管公司取名 tenasset,这两个域名都有很长历史,特别tenasset.com 是 2004 年诞生,那一年腾讯刚刚上市,费好大劲才买下来,于是名字都这么有格局了,其他的工作就不能随意,更不能轻言放弃,这很激励我。2015年基金","listText":"2015年7月1日基金启动的情景历历在目,那个时候几乎是我自信的顶峰。穷则独善其身,达则兼济天下,这是我非常喜欢的态度。2012年开立股票账户的时候,我给自己定下目标是先管好自己的资金,然后再做个基金,计划花 5 年时间学习投资,2017 年做个基金,这就是第一个 5 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随着基金的运行,我发现这其实是一个生意,比自己在腾讯业余炒炒股票复杂得多,我需要动态处理好多方的关系,比如投资人、投研团队、运营团队、合规、监管、券商、基金同行、以及各种上市公司交流等。这对仅有几个月券商销售经历的腾讯程序员来说,是一个复杂的系统工程问题。我在哈工大学的是软件工程,毕业在腾讯主要是写代码人机交互,说话都不利索,我明白我需要做出很多改变。除了炒股票赚钱做业绩以外,我也一直思考自己存在的价值,以及这个基金存在的价值。想明白这些才能长期开心地做下去。我非常喜欢腾讯,因为腾讯产品用户体验极好,在腾讯工作也能愉快地快速成长。当年毕业时我拒了阿里巴巴的offer,然后腾讯收留了我,这一点我也很感恩。腾讯“正直、进取、协作、创造”的价值观也深深地指导着我的言行。见贤思齐,那么我也很想做一家公司向腾讯看齐。我相信凡事预则立,不预则废。于是,从基金以及公司的名字开始,我把 flag 立好先,腾讯英文名字是 tencent,我们基金取名 tenfund,资管公司取名 tenasset,这两个域名都有很长历史,特别tenasset.com 是 2004 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Group(YALA)$挺垃圾的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108785826","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337219859,"gmtCreate":1611149928471,"gmtModify":1703748356030,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337219859","repostId":"334232755","repostType":1,"repost":{"id":334232755,"gmtCreate":1610790859477,"gmtModify":1703746922285,"author":{"id":"3447374152482573","authorId":"3447374152482573","name":"Sharpyw","avatar":"https://static.tigerbbs.com/e9fbefcab6d35211ac9d48db949f1e16","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3447374152482573","authorIdStr":"3447374152482573"},"themes":[],"title":"我是如何运用Option,降低AMC的持股成本的?","htmlText":"Hi,大家好,我是W~~之前有发过一篇关于我自己学习期权的学习笔记,有兴趣的朋友可以看一看:<a href=\"https://laohu8.com/TW/331279763\" target=\"_blank\">W先生的美股期权(Option)学习笔记①</a>很多朋友问具体怎么操作?或者希望我聊一些比较具象的问题,今天我们就拿<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 这个标的来具体演示一下~~在描述具体如何通过Option来降低标的正股持股成本之前,我们来具体说说AMC的基本面的一些情况.AMC电影院(AMC Theatres;简写自AmericanMulti-Cinema)是一间美国的连锁电影院。AMC是世界最大的连锁院线,在美国市场占有率第一,共有8000多块萤幕和600家影院。除了美国以外,AMC在英国和法国各有据点。AMC曾进驻巴西、加拿大、智利、日本、墨西哥、葡萄牙、韩国、西班牙、瑞典、匈牙利和香港等国与地区.除了传统的电影院加餐饮的模式以外,AMC也2019年底发布了AMC Theatres On Demand类似于亚马逊的Prime Video或苹果的iTunes商城,它能让用户通过网站和智能电视与移动APP购买或租借影片。AMC公司数据显示,AMC的Stubs计划订阅家庭达2000万。其实我们中国的小伙伴都有切身的体会,随着互联的兴起很多传统消费业态确实在不断萎缩,到大型的商场目前就两个业态还是很火爆的,那就是餐饮和电影院,相信未来5-10年也不会改变这个现状,毕竟互联网给了我们便利,但是我们人都是有社交的需求的.但是随着2020年的疫情爆发,整个美国电影院线市场处于极度的低迷几乎是冰点.上座率减少89%,将近过半的中小影院面临停业和破产.AMC虽然规模巨大","listText":"Hi,大家好,我是W~~之前有发过一篇关于我自己学习期权的学习笔记,有兴趣的朋友可以看一看:<a href=\"https://laohu8.com/TW/331279763\" target=\"_blank\">W先生的美股期权(Option)学习笔记①</a>很多朋友问具体怎么操作?或者希望我聊一些比较具象的问题,今天我们就拿<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 这个标的来具体演示一下~~在描述具体如何通过Option来降低标的正股持股成本之前,我们来具体说说AMC的基本面的一些情况.AMC电影院(AMC Theatres;简写自AmericanMulti-Cinema)是一间美国的连锁电影院。AMC是世界最大的连锁院线,在美国市场占有率第一,共有8000多块萤幕和600家影院。除了美国以外,AMC在英国和法国各有据点。AMC曾进驻巴西、加拿大、智利、日本、墨西哥、葡萄牙、韩国、西班牙、瑞典、匈牙利和香港等国与地区.除了传统的电影院加餐饮的模式以外,AMC也2019年底发布了AMC Theatres On Demand类似于亚马逊的Prime Video或苹果的iTunes商城,它能让用户通过网站和智能电视与移动APP购买或租借影片。AMC公司数据显示,AMC的Stubs计划订阅家庭达2000万。其实我们中国的小伙伴都有切身的体会,随着互联的兴起很多传统消费业态确实在不断萎缩,到大型的商场目前就两个业态还是很火爆的,那就是餐饮和电影院,相信未来5-10年也不会改变这个现状,毕竟互联网给了我们便利,但是我们人都是有社交的需求的.但是随着2020年的疫情爆发,整个美国电影院线市场处于极度的低迷几乎是冰点.上座率减少89%,将近过半的中小影院面临停业和破产.AMC虽然规模巨大","text":"Hi,大家好,我是W~~之前有发过一篇关于我自己学习期权的学习笔记,有兴趣的朋友可以看一看:W先生的美股期权(Option)学习笔记①很多朋友问具体怎么操作?或者希望我聊一些比较具象的问题,今天我们就拿$AMC院线(AMC)$ 这个标的来具体演示一下~~在描述具体如何通过Option来降低标的正股持股成本之前,我们来具体说说AMC的基本面的一些情况.AMC电影院(AMC Theatres;简写自AmericanMulti-Cinema)是一间美国的连锁电影院。AMC是世界最大的连锁院线,在美国市场占有率第一,共有8000多块萤幕和600家影院。除了美国以外,AMC在英国和法国各有据点。AMC曾进驻巴西、加拿大、智利、日本、墨西哥、葡萄牙、韩国、西班牙、瑞典、匈牙利和香港等国与地区.除了传统的电影院加餐饮的模式以外,AMC也2019年底发布了AMC Theatres On Demand类似于亚马逊的Prime Video或苹果的iTunes商城,它能让用户通过网站和智能电视与移动APP购买或租借影片。AMC公司数据显示,AMC的Stubs计划订阅家庭达2000万。其实我们中国的小伙伴都有切身的体会,随着互联的兴起很多传统消费业态确实在不断萎缩,到大型的商场目前就两个业态还是很火爆的,那就是餐饮和电影院,相信未来5-10年也不会改变这个现状,毕竟互联网给了我们便利,但是我们人都是有社交的需求的.但是随着2020年的疫情爆发,整个美国电影院线市场处于极度的低迷几乎是冰点.上座率减少89%,将近过半的中小影院面临停业和破产.AMC虽然规模巨大","images":[{"img":"https://static.tigerbbs.com/ed6665f955e8256a450d3398e8d535a1","width":"620","height":"260"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334232755","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922743095,"gmtCreate":1587680025917,"gmtModify":1704365241575,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922743095","repostId":"2024017913","repostType":2,"repost":{"id":"2024017913","pubTimestamp":1585694564,"share":"https://www.laohu8.com/m/news/2024017913?lang=&edition=full","pubTime":"2020-04-01 06:42","market":"us","language":"en","title":"Third Avenue Value Fund Buys 2 Stocks, Sells 3 Others in 1st Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2024017913","media":"GuruFocus.com","summary":"The Third Avenue Value Fund (Trades, Portfolio) released its first-quarter 2020 portfolio earlier th","content":"<html><body><div><p type=\"text\">The Third Avenue Value Fund (Trades, Portfolio) released its first-quarter 2020 portfolio earlier this week, disclosing that it established two new positions and sold out of three others.</p><ul><li>Warning! GuruFocus has detected 10 Warning Signs with MAC. Click here to check it out. </li><li>MAC 30-Year Financial Data</li><li>The intrinsic value of MAC</li><li>Peter Lynch Chart of MAC</li></ul><p type=\"text\">Part of the late Martin Whitman's Third Avenue Management (Trades, Portfolio), which is based in New York, the fund relies on a high-conviction strategy, investing in undervalued securities across several different industries, market capitalizations and regions. Portfolio managers Matthew Fine and Michael Fineman use fundamental analysis to find stocks trading below their intrinsic value that compound asset values at double-digit rates.</p><p type=\"text\">Taking these criteria into consideration, the fund entered positions in Macerich Co. (NYSE:MAC) and Quinenco SA (XSGO:QUINENCO) during the quarter. It also divested of its long-held holdings of Investor AB (OSTO:INVEB), Brookfield Asset Management Inc. (TSX:BAM.A) and Wheelock and Co. Ltd. (HKSE:00020).</p><p type=\"text\"><strong>Macerich </strong></p><p type=\"text\">The fund invested in 304,346 shares of Macerich, dedicating 1.33% of the equity portfolio to the position. The stock traded for an average price of $26.40 per share during the quarter.</p><p type=\"text\">The Santa Monica, California-based real estate investment trust, which invests in shopping centers, has an $823.76 million market cap; its shares were trading around $5.92 on Tuesday with a price-earnings ratio of 8.57, a price-book ratio of 0.31 and a price-sales ratio of 0.9.</p><p type=\"text\">The Peter Lynch chart shows the stock is trading below its fair value, suggesting it is undervalued. The GuruFocus valuation rank of 10 out of 10 also supports this observation since the share price, price-book ratio and price-sales ratio are all near 10-year lows.</p><p type=\"text\">In the fund's fourth-quarter 2019 commentary, Fine and Fineman wrote that while a \"spate of recent retail bankruptcies and an existing debt load that is larger than we would prefer,\" the \"operating performance of the underlying assets has been strong and we are confident that we are materially underpaying for the equity relative to net asset value.\"</p><p type=\"text\">GuruFocus rated Macerich's financial strength 3 out of 10. As a result of issuing approximately $354.95 million in new long-term debt over the past three years, the company has poor interest coverage. The Altman Z-Score of -0.03 also warns that the company could be in danger of going bankrupt. In addition, since the company's return on invested capital outweighs its weighted average cost of capital, it may not be capital efficient.</p><p type=\"text\">The company's profitability fared a bit better with a 6 out of 10 rating even though its margins are in decline and its returns underperform a majority of competitors. Macerich also has a moderate Piotroski F-Score of 6, which indicates operations are stable. The business predictability rank of one out of five stars, however, is on watch as a result of declining revenue per share over the past five years. According to GuruFocus, companies with this rank typically see their stocks gain an average of 1.1% per annum over a 10-year period.</p><p type=\"text\">Of the gurus invested in the stock, the Smead Value Fund (Trades, Portfolio) has the largest stake with 1.01% of outstanding shares. Other top guru shareholders include Jim Simons (Trades, Portfolio)' Renaissance Technologies, Chris Davis (Trades, Portfolio), Pioneer Investments (Trades, Portfolio) and Philippe Laffont (Trades, Portfolio).</p><p type=\"text\"><strong>Quinenco</strong></p><p type=\"text\">Third Avenue picked up 3.32 million shares of Quinenco, allocating 1.12% of the equity portfolio to the stake. Shares traded for an average price of 1,514.66 Chilean pesos ($1.79) each during the quarter.</p><p type=\"text\">The Chilean holding company, which invests in companies active in the industrial and financial sectors, has a market cap of 1.57 trillion pesos; its shares closed at 945.56 pesos on Monday with a price-earnings ratio of 8.35 and a price-book ratio of 0.47.</p><p type=\"text\">In the fund's fourth-quarter 2019 commentary, the portfolio managers wrote that they have been familiar with Quinenco and its management for over a decade. The fund finally established a position following a decline in the share price due to anti-government protests in Chile in October that sent the value of the peso lower and impacted equities in a range of industries. Fine and Fineman wrote:</p><div><p type=\"text\">\"We view the underlying companies as well-managed and conservatively financed, often with dominant market positions. Indeed, various Quinenco controlled companies are respected business partners for global companies, such as Heineken, Citigroup and Shell, seeking to operate in Chile. It is our view that we were able to purchase shares at a time when both the underlying businesses were atypically inexpensive and the size of discount offered through shares of Quinenco was unusually large.\"</p><p type=\"text\"><strong>Investor</strong></p><p type=\"text\">The fund sold its 325,405 remaining shares of Investor, impacting the equity portfolio by -2.77%. During the quarter, the stock traded for an average price of 515.8 Swedish krona ($51.93) per share.</p><p type=\"text\">The Swedish investment holding company has a market cap of 340.76 billion krona; its shares closed at 448.3 krona on Monday with a price-earnings ratio of 15.13, a price-book ratio of 0.87 and a price-sales ratio of 5.3.</p><p type=\"text\">GuruFocus estimates the fund has gained 35.98% on the investment since the fourth quarter of 2013.</p><p type=\"text\"><strong>Brookfield Asset Management</strong></p><p type=\"text\">The Value Fund sold its 260,888 remaining shares of Brookfield Asset Management. The trade had an impact of -2.40% on the equity portfolio. The stock traded for an average per-share price of 77.01 Canadian dollars ($54.36) during the quarter.</p><p type=\"text\">The Toronto-based alternative asset management company has a CA$63.07 billion market cap; its shares closed at CA$62.48 on Monday with a price-earnings ratio of 18.22, a price-book ratio of 1.55 and a price-sales ratio of 0.68.</p><p type=\"text\">According to GuruFocus, the Value Fund has gained 71.47% on the investment since the first quarter of 2013.</p><p type=\"text\"><strong>Wheelock</strong></p><p type=\"text\">Third Avenue sold its 2.26 million-share stake in Wheelock, which had an impact of -2.33% on the equity portfolio. During the quarter, the stock traded for an average price of 50.22 Hong Kong dollars ($6.48) per share.</p><p type=\"text\">The Hong Kong-based real estate development company has a market cap of HK$106.74 billion; its shares closed at HK$53.1 on Tuesday with a price-earnings ratio of 6.3, a price-book ratio of 0.39 and a price-sales ratio of 2.19.</p><p type=\"text\">Based on GuruFocus data, the fund has lost approximately 6.7% on the investment since the second quarter of 2013.</p><p type=\"text\"><strong>Additional trades and portfolio performance</strong></p><p type=\"text\">During the quarter, the Value Fund also added to its position in <a href=\"https://laohu8.com/S/FPH\">Five Point Holdings LLC</a> (FPH) and reduced its holdings of several other securities, including Lundin Mining Corp. (TSX:LUN), Weyerhaeuser Co. (WY), <a href=\"https://laohu8.com/S/BZZUF\">Buzzi Unicem SpA</a> (MIL:BZU) and Comerica Inc. (CMA).</p><p type=\"text\">Third Avenue's $509 million equity portfolio, which is composed of 27 stocks, is largely invested in the basic materials sector, followed by smaller positions in the consumer cyclical and industrials spaces.</p><p type=\"text\">GuruFocus data indicates the fund returned 12.85% in 2019, underperforming the S&P 500's 31.48% return.</p><p type=\"text\">Disclosure: No positions.</p><p type=\"text\">Read more here:</p><ul><li>Prem Watsa Drifts Deeper Into MasterCraft</li><li>Spiros Segalas Starts the New Year Adding 5 Stocks to Portfolio</li><li>5 Stocks Top Earners Steven Cohen and David Tepper Agree On</li></ul><p type=\"text\"><span>N</span><span>ot a Premium Member of GuruFocus? Sign up for a </span>free 7-day trial here<span>.</span></p><p type=\"text\">This article first appeared on GuruFocus.<br/></p><ul><li>Warning! GuruFocus has detected 10 Warning Signs with MAC. Click here to check it out. </li><li>MAC 30-Year Financial Data</li><li>The intrinsic value of MAC</li><li>Peter Lynch Chart of MAC</li></ul></div></div></body></html>","source":"yahoofinance","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>Third Avenue Value Fund Buys 2 Stocks, Sells 3 Others in 1st Quarter</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\">\nThird Avenue Value Fund Buys 2 Stocks, Sells 3 Others in 1st Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-01 06:42 GMT+8 <a href=https://finance.yahoo.com/news/third-avenue-value-fund-buys-224244186.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Third Avenue Value Fund (Trades, Portfolio) released its first-quarter 2020 portfolio earlier this week, disclosing that it established two new positions and sold out of three others.Warning! ...</p>\n\n<a href=\"https://finance.yahoo.com/news/third-avenue-value-fund-buys-224244186.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/lo/api/res/1.2/juYHouS.lXsX2at5PkS7DA--/YXBwaWQ9eXZpZGVvZmVlZHM7dz02MDA7aD00MDA-/https://media.zenfs.com/en-us/us.finance.gurufocus/7294252cbf1b39b0051b4f78ba1bcd18","relate_stocks":{"MAC":"马塞里奇房产"},"source_url":"https://finance.yahoo.com/news/third-avenue-value-fund-buys-224244186.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2024017913","content_text":"The Third Avenue Value Fund (Trades, Portfolio) released its first-quarter 2020 portfolio earlier this week, disclosing that it established two new positions and sold out of three others.Warning! GuruFocus has detected 10 Warning Signs with MAC. Click here to check it out. MAC 30-Year Financial DataThe intrinsic value of MACPeter Lynch Chart of MACPart of the late Martin Whitman's Third Avenue Management (Trades, Portfolio), which is based in New York, the fund relies on a high-conviction strategy, investing in undervalued securities across several different industries, market capitalizations and regions. Portfolio managers Matthew Fine and Michael Fineman use fundamental analysis to find stocks trading below their intrinsic value that compound asset values at double-digit rates.Taking these criteria into consideration, the fund entered positions in Macerich Co. (NYSE:MAC) and Quinenco SA (XSGO:QUINENCO) during the quarter. It also divested of its long-held holdings of Investor AB (OSTO:INVEB), Brookfield Asset Management Inc. (TSX:BAM.A) and Wheelock and Co. Ltd. (HKSE:00020).Macerich The fund invested in 304,346 shares of Macerich, dedicating 1.33% of the equity portfolio to the position. The stock traded for an average price of $26.40 per share during the quarter.The Santa Monica, California-based real estate investment trust, which invests in shopping centers, has an $823.76 million market cap; its shares were trading around $5.92 on Tuesday with a price-earnings ratio of 8.57, a price-book ratio of 0.31 and a price-sales ratio of 0.9.The Peter Lynch chart shows the stock is trading below its fair value, suggesting it is undervalued. The GuruFocus valuation rank of 10 out of 10 also supports this observation since the share price, price-book ratio and price-sales ratio are all near 10-year lows.In the fund's fourth-quarter 2019 commentary, Fine and Fineman wrote that while a \"spate of recent retail bankruptcies and an existing debt load that is larger than we would prefer,\" the \"operating performance of the underlying assets has been strong and we are confident that we are materially underpaying for the equity relative to net asset value.\"GuruFocus rated Macerich's financial strength 3 out of 10. As a result of issuing approximately $354.95 million in new long-term debt over the past three years, the company has poor interest coverage. The Altman Z-Score of -0.03 also warns that the company could be in danger of going bankrupt. In addition, since the company's return on invested capital outweighs its weighted average cost of capital, it may not be capital efficient.The company's profitability fared a bit better with a 6 out of 10 rating even though its margins are in decline and its returns underperform a majority of competitors. Macerich also has a moderate Piotroski F-Score of 6, which indicates operations are stable. The business predictability rank of one out of five stars, however, is on watch as a result of declining revenue per share over the past five years. According to GuruFocus, companies with this rank typically see their stocks gain an average of 1.1% per annum over a 10-year period.Of the gurus invested in the stock, the Smead Value Fund (Trades, Portfolio) has the largest stake with 1.01% of outstanding shares. Other top guru shareholders include Jim Simons (Trades, Portfolio)' Renaissance Technologies, Chris Davis (Trades, Portfolio), Pioneer Investments (Trades, Portfolio) and Philippe Laffont (Trades, Portfolio).QuinencoThird Avenue picked up 3.32 million shares of Quinenco, allocating 1.12% of the equity portfolio to the stake. Shares traded for an average price of 1,514.66 Chilean pesos ($1.79) each during the quarter.The Chilean holding company, which invests in companies active in the industrial and financial sectors, has a market cap of 1.57 trillion pesos; its shares closed at 945.56 pesos on Monday with a price-earnings ratio of 8.35 and a price-book ratio of 0.47.In the fund's fourth-quarter 2019 commentary, the portfolio managers wrote that they have been familiar with Quinenco and its management for over a decade. The fund finally established a position following a decline in the share price due to anti-government protests in Chile in October that sent the value of the peso lower and impacted equities in a range of industries. Fine and Fineman wrote:\"We view the underlying companies as well-managed and conservatively financed, often with dominant market positions. Indeed, various Quinenco controlled companies are respected business partners for global companies, such as Heineken, Citigroup and Shell, seeking to operate in Chile. It is our view that we were able to purchase shares at a time when both the underlying businesses were atypically inexpensive and the size of discount offered through shares of Quinenco was unusually large.\"InvestorThe fund sold its 325,405 remaining shares of Investor, impacting the equity portfolio by -2.77%. During the quarter, the stock traded for an average price of 515.8 Swedish krona ($51.93) per share.The Swedish investment holding company has a market cap of 340.76 billion krona; its shares closed at 448.3 krona on Monday with a price-earnings ratio of 15.13, a price-book ratio of 0.87 and a price-sales ratio of 5.3.GuruFocus estimates the fund has gained 35.98% on the investment since the fourth quarter of 2013.Brookfield Asset ManagementThe Value Fund sold its 260,888 remaining shares of Brookfield Asset Management. The trade had an impact of -2.40% on the equity portfolio. The stock traded for an average per-share price of 77.01 Canadian dollars ($54.36) during the quarter.The Toronto-based alternative asset management company has a CA$63.07 billion market cap; its shares closed at CA$62.48 on Monday with a price-earnings ratio of 18.22, a price-book ratio of 1.55 and a price-sales ratio of 0.68.According to GuruFocus, the Value Fund has gained 71.47% on the investment since the first quarter of 2013.WheelockThird Avenue sold its 2.26 million-share stake in Wheelock, which had an impact of -2.33% on the equity portfolio. During the quarter, the stock traded for an average price of 50.22 Hong Kong dollars ($6.48) per share.The Hong Kong-based real estate development company has a market cap of HK$106.74 billion; its shares closed at HK$53.1 on Tuesday with a price-earnings ratio of 6.3, a price-book ratio of 0.39 and a price-sales ratio of 2.19.Based on GuruFocus data, the fund has lost approximately 6.7% on the investment since the second quarter of 2013.Additional trades and portfolio performanceDuring the quarter, the Value Fund also added to its position in Five Point Holdings LLC (FPH) and reduced its holdings of several other securities, including Lundin Mining Corp. (TSX:LUN), Weyerhaeuser Co. (WY), Buzzi Unicem SpA (MIL:BZU) and Comerica Inc. (CMA).Third Avenue's $509 million equity portfolio, which is composed of 27 stocks, is largely invested in the basic materials sector, followed by smaller positions in the consumer cyclical and industrials spaces.GuruFocus data indicates the fund returned 12.85% in 2019, underperforming the S&P 500's 31.48% return.Disclosure: No positions.Read more here:Prem Watsa Drifts Deeper Into MasterCraftSpiros Segalas Starts the New Year Adding 5 Stocks to Portfolio5 Stocks Top Earners Steven Cohen and David Tepper Agree OnNot a Premium Member of GuruFocus? Sign up for a free 7-day trial here.This article first appeared on GuruFocus.Warning! GuruFocus has detected 10 Warning Signs with MAC. Click here to check it out. MAC 30-Year Financial DataThe intrinsic value of MACPeter Lynch Chart of MAC","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922783596,"gmtCreate":1587658766715,"gmtModify":1704365188774,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922783596","repostId":"2029481860","repostType":2,"repost":{"id":"2029481860","pubTimestamp":1587653391,"share":"https://www.laohu8.com/m/news/2029481860?lang=&edition=full","pubTime":"2020-04-23 22:49","market":"us","language":"zh","title":"现在是投资美国杠杆贷款市场的好时机吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2029481860","media":"市川新田三丁目","summary":"BKLN持仓的杠杆贷款有相当高的降级风险。","content":"<p><b>要点</b></p><p>投资者一般对杠杆贷款印象不错,因为杠杆贷款是浮动利率计息, 收益率通常会达到5%以上。</p><p>Invesco公司管理的跟踪美国杠杆贷款市场走势的交易所交易基金BKLN近期大跌了25%,其后几乎收复了全部失地。</p><p>BKLN持仓的很多杠杆贷款的发行人盈利能力差,负债水平高,且年内借新换旧的压力较大。</p><p>尽管美联储出台了货币政策方面的刺激举措,BKLN持仓的很多杠杆贷款大概率地会被信用降级。</p><p>在经历了极端的下跌行情后,美国高收益债市场几乎重回历史高位。反弹很大程度上受益于美联储大力度的货币刺激。</p><p>BKLN也经历了惊心动魄的大起大落。如下图所示,这只价格走势通常比较平稳的交易所交易基金在几乎完全收复失地之前最低曾跌去差不多25%,分红率相应地升至7%。</p><p class=\"t-img-caption\"><img src=\"http://img.zhitongcaijing.com/images/contentformat/d4541b765453e89fe81b862895d9ceba.jpg\"><span>Data by YCharts 图表信息来源:YCharts</span></p><p>BKLN基金主要投资于信用评级低于投资级的浮动利率计息的杠杆贷款,其当前的利率水平相当于在LIBOR的基础上加4.9%,其到期收益率为6.1%,而LIBOR为1.2%。</p><p>老实讲,我认为当前并不是买入BKLN的好机会。美国的济还在继续恶化,这只基金的市场价相对于净值的贴水幅度也不像前期那么大,不足以抵消经济下滑的风险。</p><p>美联储正致力于为美国的公司债市场保驾护航,其中也包括那些评级低到BB-的公司债,但其购债范围不包括杠杆贷款。当然了,美联储会提供流动性支持以确保美国企业能按时偿还贷款,但BKLN近期无望被美联储大口吃进。</p><p>更重要的是,对发行人自身来讲这些杠杆贷款的风险通常还算比较低的,因为杠杆贷款在发行人的资本构成中处于最高的层级。这就意味着一家上市公司在违约杠杆贷款之前通常会先违约普通股股权、优先股和公司债,话虽如此,但杠杆贷款仍无法在发行人的信用评级被调降的时候独善其身。下面研究一下BKLN来看看该基金能否扛得住当前的市场冲击。</p><p><b>BKLN持仓的杠杆贷款有相当高的降级风险</b></p><p>从整体上看,BKLN持仓的杠杆贷款中有相当大一部分的信用级别属于B大类评级中的低档,即这些杠杆贷款几乎均非投资级,其中很多属于投机程度很高的CCC级。具体的评级分布情况见下图:<img src=\"http://img.zhitongcaijing.com/images/contentformat/9757e9d0889ee161c30f57a4f950b3a7.jpg\">(Source: Invesco)<img src=\"https://img.zhitongcaijing.com/image/20200423/1587638602783339.png?x-oss-process=image/format,jpg/quality,Q_90\">最大的风险在于BKLN的持仓高度集中于B级杠杆贷款,在经济下行期间有很大的概率会被降级至B-甚至更低的级别。如果这些杠杆贷款的评级水平能维持在B大类的区间范围内,即使被降级也不会遇到太大的冲击,因为大多数B大类评级的杠杆贷款的收益率水平都差不多。但评级如果从\"CCC+\" 掉到\"CCC-\"就麻烦大了,有可能会引发价格大跌。以下是各评级的杠杆贷款的票息水平:<img src=\"http://img.zhitongcaijing.com/images/contentformat/0212274ff38011aeabc92bd87e28b514.jpg\">(Source:Invesco)</p><p>这些收益率基本上与美国垃圾债的平均收益率相符,下图显示各级别公司债的收益率水平在3月份大涨,其后略有回落。</p><p>图中蓝线为CCC级垃圾债的收益率,橙线为BBB级公司债的收益率,红线为BB级垃圾债的收益率,绿线为B级垃圾债的收益率<img src=\"http://img.zhitongcaijing.com/images/contentformat/0d09d59673945f066afff3e240f156d4.jpg\">Data by YCharts</p><p>很清楚的是,美国高收益债市场过高地期望美联储会向非投资级公司债市场提供流动性。但需要指出一点,美联储近期实际上只把价格因受卫生事件影响而下跌的投资级公司债作为购债目标。因此,很多高收益债级别的发行人不太可能享受到美联储的雨露滋润。</p><p><b>BKLN持仓的杠杆贷款的发行人财务状况堪忧</b></p><p>实话说,很多杠杆贷款发行人的财务状况很有可能会恶化。BKLN持仓的杠杆贷款的发行人中大多数境况还不错的上市公司最新的流动比率不到1,说明借新换旧的压力很大,且流动比率近年来总体上处于下行趋势。</p><p class=\"t-img-caption\"><img src=\"http://img.zhitongcaijing.com/images/contentformat/85e2a6a88a0ec5297dc4b53871c3d89d.jpg\"><span>Data by YCharts</span></p><p>此外,大多数发行人资产负债表上的杠杆率已远超以往,资产负债率大多在75%左右。有一些发行人的资产没多少,但负债率走高的趋势却颇值得警惕:</p><p class=\"t-img-caption\"><img src=\"http://img.zhitongcaijing.com/images/contentformat/764301d5f7fb9333fd456817143438a2.jpg\"><span>Data by YCharts</span></p><p>当然了,大多数人可能喜欢用“金融债务/息税摊销折旧前的利润”这个财务指标来说事,但这些公司没几个能赚钱的。实际上,大多数企业在卫生事件爆发之前就已经度日如年了,其毛利润率如下图所示:</p><p class=\"t-img-caption\"><img src=\"http://img.zhitongcaijing.com/images/contentformat/24cd4e3e7cd96e2baec918ef167da8d0.jpg\"><span>Data by YCharts</span></p><p>显然,BKLN持仓的杠杆贷款的发行人远不止以上几家公司,实际上发行人的数量通常会接近100家,但这几家公司代表的是非投资级发行人当前的总体状况。</p><p>过去十年里美国企业的负债总量有了相当大的增长,因为企业以各种路数给资产负债表加杠杆来谋求盈利最大化。大多数非投资级的美国公司将财务杠杆加得过高,在卫生事件爆发之前日子就已经很难过了。如今卫生事件催生了有可能长期持续下去的经济衰退,很多身陷困境的公司将走上不归路。</p><p><b>总结一下</b></p><p>BKLN基金的到期收益率为6.1%,在扣除管理费后相当于5.45%,但仍不足以弥补该基金本身自带的风险,除非投资者确信美国经济将出现V型反转。</p><p>虽然经济V型反转会看上去很美,但当前美国失业率有可能超过20%。更有甚之,在租住公寓的美国人中有近三分之一的人无法支付四月份的租金,五月份情况可能会变得更糟。很多企业已经永久性地关张或大概率地会这么做,失业率有可能长期处于高位。因此,非生活必需品的消费可能会陷入长期低迷,美国经济的增速会掉入负值区间。</p><p>因此现在并不是建仓风险资产的时机,尽管市场广泛认为存在“美联储看跌期权”。美联储真正要保护的是就业者和企业,而不是投资者。美联储通过增加货币供应量以达此目的,会点燃通胀加速增长的星星之火,而这实际上对投资者伤害最大。</p><p>BKLN基金在一定程度上可以对抗通胀,因其持仓的杠杆贷款是浮动利率计息的。但LIBOR有可能会因美联储将基准利率的水平保持在零而在远低于通胀率的位置上停留一段时间,因此BKLN基金对抗通胀的效果并不明显。总的来看,当前应该卖出BKLN。</p>","source":"scxtsdm","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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现在是投资美国杠杆贷款市场的好时机吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-23 22:49 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/295538.html><strong>市川新田三丁目</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>要点投资者一般对杠杆贷款印象不错,因为杠杆贷款是浮动利率计息, 收益率通常会达到5%以上。Invesco公司管理的跟踪美国杠杆贷款市场走势的交易所交易基金BKLN近期大跌了25%,其后几乎收复了全部失地。BKLN持仓的很多杠杆贷款的发行人盈利能力差,负债水平高,且年内借新换旧的压力较大。尽管美联储出台了货币政策方面的刺激举措,BKLN持仓的很多杠杆贷款大概率地会被信用降级。在经历了极端的下跌行情后...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/295538.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20200423/20200423184700_98018.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","QID":"纳指两倍做空ETF","SPY":"标普500ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","IVV":"标普500指数ETF","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QQQ":"纳指100ETF","DOG":"道指反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SSO":"两倍做多标普500ETF","SH":"标普500反向ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/295538.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2029481860","content_text":"要点投资者一般对杠杆贷款印象不错,因为杠杆贷款是浮动利率计息, 收益率通常会达到5%以上。Invesco公司管理的跟踪美国杠杆贷款市场走势的交易所交易基金BKLN近期大跌了25%,其后几乎收复了全部失地。BKLN持仓的很多杠杆贷款的发行人盈利能力差,负债水平高,且年内借新换旧的压力较大。尽管美联储出台了货币政策方面的刺激举措,BKLN持仓的很多杠杆贷款大概率地会被信用降级。在经历了极端的下跌行情后,美国高收益债市场几乎重回历史高位。反弹很大程度上受益于美联储大力度的货币刺激。BKLN也经历了惊心动魄的大起大落。如下图所示,这只价格走势通常比较平稳的交易所交易基金在几乎完全收复失地之前最低曾跌去差不多25%,分红率相应地升至7%。Data by YCharts 图表信息来源:YChartsBKLN基金主要投资于信用评级低于投资级的浮动利率计息的杠杆贷款,其当前的利率水平相当于在LIBOR的基础上加4.9%,其到期收益率为6.1%,而LIBOR为1.2%。老实讲,我认为当前并不是买入BKLN的好机会。美国的济还在继续恶化,这只基金的市场价相对于净值的贴水幅度也不像前期那么大,不足以抵消经济下滑的风险。美联储正致力于为美国的公司债市场保驾护航,其中也包括那些评级低到BB-的公司债,但其购债范围不包括杠杆贷款。当然了,美联储会提供流动性支持以确保美国企业能按时偿还贷款,但BKLN近期无望被美联储大口吃进。更重要的是,对发行人自身来讲这些杠杆贷款的风险通常还算比较低的,因为杠杆贷款在发行人的资本构成中处于最高的层级。这就意味着一家上市公司在违约杠杆贷款之前通常会先违约普通股股权、优先股和公司债,话虽如此,但杠杆贷款仍无法在发行人的信用评级被调降的时候独善其身。下面研究一下BKLN来看看该基金能否扛得住当前的市场冲击。BKLN持仓的杠杆贷款有相当高的降级风险从整体上看,BKLN持仓的杠杆贷款中有相当大一部分的信用级别属于B大类评级中的低档,即这些杠杆贷款几乎均非投资级,其中很多属于投机程度很高的CCC级。具体的评级分布情况见下图:(Source: Invesco)最大的风险在于BKLN的持仓高度集中于B级杠杆贷款,在经济下行期间有很大的概率会被降级至B-甚至更低的级别。如果这些杠杆贷款的评级水平能维持在B大类的区间范围内,即使被降级也不会遇到太大的冲击,因为大多数B大类评级的杠杆贷款的收益率水平都差不多。但评级如果从\"CCC+\" 掉到\"CCC-\"就麻烦大了,有可能会引发价格大跌。以下是各评级的杠杆贷款的票息水平:(Source:Invesco)这些收益率基本上与美国垃圾债的平均收益率相符,下图显示各级别公司债的收益率水平在3月份大涨,其后略有回落。图中蓝线为CCC级垃圾债的收益率,橙线为BBB级公司债的收益率,红线为BB级垃圾债的收益率,绿线为B级垃圾债的收益率Data by YCharts很清楚的是,美国高收益债市场过高地期望美联储会向非投资级公司债市场提供流动性。但需要指出一点,美联储近期实际上只把价格因受卫生事件影响而下跌的投资级公司债作为购债目标。因此,很多高收益债级别的发行人不太可能享受到美联储的雨露滋润。BKLN持仓的杠杆贷款的发行人财务状况堪忧实话说,很多杠杆贷款发行人的财务状况很有可能会恶化。BKLN持仓的杠杆贷款的发行人中大多数境况还不错的上市公司最新的流动比率不到1,说明借新换旧的压力很大,且流动比率近年来总体上处于下行趋势。Data by YCharts此外,大多数发行人资产负债表上的杠杆率已远超以往,资产负债率大多在75%左右。有一些发行人的资产没多少,但负债率走高的趋势却颇值得警惕:Data by YCharts当然了,大多数人可能喜欢用“金融债务/息税摊销折旧前的利润”这个财务指标来说事,但这些公司没几个能赚钱的。实际上,大多数企业在卫生事件爆发之前就已经度日如年了,其毛利润率如下图所示:Data by YCharts显然,BKLN持仓的杠杆贷款的发行人远不止以上几家公司,实际上发行人的数量通常会接近100家,但这几家公司代表的是非投资级发行人当前的总体状况。过去十年里美国企业的负债总量有了相当大的增长,因为企业以各种路数给资产负债表加杠杆来谋求盈利最大化。大多数非投资级的美国公司将财务杠杆加得过高,在卫生事件爆发之前日子就已经很难过了。如今卫生事件催生了有可能长期持续下去的经济衰退,很多身陷困境的公司将走上不归路。总结一下BKLN基金的到期收益率为6.1%,在扣除管理费后相当于5.45%,但仍不足以弥补该基金本身自带的风险,除非投资者确信美国经济将出现V型反转。虽然经济V型反转会看上去很美,但当前美国失业率有可能超过20%。更有甚之,在租住公寓的美国人中有近三分之一的人无法支付四月份的租金,五月份情况可能会变得更糟。很多企业已经永久性地关张或大概率地会这么做,失业率有可能长期处于高位。因此,非生活必需品的消费可能会陷入长期低迷,美国经济的增速会掉入负值区间。因此现在并不是建仓风险资产的时机,尽管市场广泛认为存在“美联储看跌期权”。美联储真正要保护的是就业者和企业,而不是投资者。美联储通过增加货币供应量以达此目的,会点燃通胀加速增长的星星之火,而这实际上对投资者伤害最大。BKLN基金在一定程度上可以对抗通胀,因其持仓的杠杆贷款是浮动利率计息的。但LIBOR有可能会因美联储将基准利率的水平保持在零而在远低于通胀率的位置上停留一段时间,因此BKLN基金对抗通胀的效果并不明显。总的来看,当前应该卖出BKLN。","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364879643250992,"gmtCreate":1730125488750,"gmtModify":1730125972632,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"title":"大选进入倒计时:华尔街全面押注“特朗普交易”","htmlText":"查看详情: <a href=\"https://www.itigerup.com/hans/marketing/election2?actionID=0daf205bc1fdd2f63e8c83b256de3a2f&skin=2&os=iOS&account_id=432874&utm_medium=tiger_community&platform=iOS&shareID=770880759a0352f40a537d42b27a84c0&invite=M2ZZP&lang=zh_CN\">大选进入倒计时:华尔街全面押注“特朗普交易”</a> 2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www.itigerup.com/hans/marketing/election2?actionID=0daf205bc1fdd2f63e8c83b256de3a2f&skin=2&os=iOS&account_id=432874&utm_medium=tiger_community&platform=iOS&shareID=770880759a0352f40a537d42b27a84c0&invite=M2ZZP&lang=zh_CN\">大选进入倒计时:华尔街全面押注“特朗普交易”</a> 2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户","text":"查看详情: 大选进入倒计时:华尔街全面押注“特朗普交易” 2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364879643250992","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360286352806152,"gmtCreate":1728978919912,"gmtModify":1728978921534,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360286352806152","repostId":"360286578585624","repostType":1,"repost":{"id":360286578585624,"gmtCreate":1728978888808,"gmtModify":1728978892976,"author":{"id":"3556065915296727","authorId":"3556065915296727","name":"京城Z先生","avatar":"https://static.tigerbbs.com/da54e036041e5c8ebada295a54421b52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556065915296727","authorIdStr":"3556065915296727"},"themes":[],"htmlText":"从 “老乡别走”,到 “老乡哪里跑”,只需两周时间。<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> ","listText":"从 “老乡别走”,到 “老乡哪里跑”,只需两周时间。<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> ","text":"从 “老乡别走”,到 “老乡哪里跑”,只需两周时间。$三倍做多富时中国ETF-Direxion(YINN)$","images":[{"img":"https://static.tigerbbs.com/a01681391b25ff6f494cdbcce90d0e3c","width":"954","height":"1253"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360286578585624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359949464977576,"gmtCreate":1728909966358,"gmtModify":1728909968234,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359949464977576","repostId":"1164614556","repostType":2,"repost":{"id":"1164614556","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1728903392,"share":"https://www.laohu8.com/m/news/1164614556?lang=&edition=full","pubTime":"2024-10-14 18:56","market":"hk","language":"zh","title":"异动解读 | 中国政策引发中概股波动 三倍做多富时中国ETF暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1164614556","media":"异动解读","summary":"2024年10月14日,中国概念股在美交易显著波动。三倍做多富时中国ETF-Direxion盘前暴跌5.15%,引发市场广泛关注。此前,中国政府宣布将陆续出台一系列稳增长、扩内需、化风险的政策措施,包括大规模化解地方债务、支持国有大行补充资本金以及采取行动稳定房地产市场等。中国内地投资者对于这些政策表现出较高的预期,推动A股市场整体走高。作为三倍做多富时中国ETF,该基金主要追踪富时中国A股指数的表现。","content":"<p>2024年10月14日,中国概念股在美交易显著波动。三倍做多富时中国ETF-Direxion盘前暴跌5.15%,引发市场广泛关注。</p>\n\n<p>此前,中国政府宣布将陆续出台一系列稳增长、扩内需、化风险的政策措施,包括大规模化解地方债务、支持国有大行补充资本金以及采取行动稳定房地产市场等。这些预期措施初衷是为促进经济复苏,但实际上在市场引发了分歧反应。</p>\n\n<p>中国内地投资者对于这些政策表现出较高的预期,推动A股市场整体走高。但在香港和海外市场,投资者则显得更加审慎,缺乏政策实施的具体细节和时间表,令人质疑效果。中概股因而呈现出震荡分化的态势。</p>\n\n<p>作为三倍做多富时中国ETF,该基金主要追踪富时中国A股指数的表现。A股市场的上扬为基金带来一定的涨势,但由于其高杠杆属性,市场分歧也被放大,造成基金当日大幅下挫。短期内,基金的波动预计将持续,并对未来的政策落实和市场反应保持敏感。</p>","source":"ai_movement_cn","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>异动解读 | 中国政策引发中概股波动 三倍做多富时中国ETF暴跌</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; 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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异动解读 | 中国政策引发中概股波动 三倍做多富时中国ETF暴跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-14 18:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2024年10月14日,中国概念股在美交易显著波动。三倍做多富时中国ETF-Direxion盘前暴跌5.15%,引发市场广泛关注。</p>\n\n<p>此前,中国政府宣布将陆续出台一系列稳增长、扩内需、化风险的政策措施,包括大规模化解地方债务、支持国有大行补充资本金以及采取行动稳定房地产市场等。这些预期措施初衷是为促进经济复苏,但实际上在市场引发了分歧反应。</p>\n\n<p>中国内地投资者对于这些政策表现出较高的预期,推动A股市场整体走高。但在香港和海外市场,投资者则显得更加审慎,缺乏政策实施的具体细节和时间表,令人质疑效果。中概股因而呈现出震荡分化的态势。</p>\n\n<p>作为三倍做多富时中国ETF,该基金主要追踪富时中国A股指数的表现。A股市场的上扬为基金带来一定的涨势,但由于其高杠杆属性,市场分歧也被放大,造成基金当日大幅下挫。短期内,基金的波动预计将持续,并对未来的政策落实和市场反应保持敏感。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164614556","content_text":"2024年10月14日,中国概念股在美交易显著波动。三倍做多富时中国ETF-Direxion盘前暴跌5.15%,引发市场广泛关注。\n此前,中国政府宣布将陆续出台一系列稳增长、扩内需、化风险的政策措施,包括大规模化解地方债务、支持国有大行补充资本金以及采取行动稳定房地产市场等。这些预期措施初衷是为促进经济复苏,但实际上在市场引发了分歧反应。\n中国内地投资者对于这些政策表现出较高的预期,推动A股市场整体走高。但在香港和海外市场,投资者则显得更加审慎,缺乏政策实施的具体细节和时间表,令人质疑效果。中概股因而呈现出震荡分化的态势。\n作为三倍做多富时中国ETF,该基金主要追踪富时中国A股指数的表现。A股市场的上扬为基金带来一定的涨势,但由于其高杠杆属性,市场分歧也被放大,造成基金当日大幅下挫。短期内,基金的波动预计将持续,并对未来的政策落实和市场反应保持敏感。","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359044963164232,"gmtCreate":1728665540704,"gmtModify":1728665542567,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359044963164232","repostId":"358558730256672","repostType":1,"repost":{"id":358558730256672,"gmtCreate":1728547069411,"gmtModify":1728547737984,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20703384576125","authorIdStr":"20703384576125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> 身家112亿的Coinbase创始人刚刚娶了中国老婆 Angela Meng,她在北京和洛杉矶长大,工作有在香港《南华早报》和北京《路透社》担任记者,写过深度报道。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> 身家112亿的Coinbase创始人刚刚娶了中国老婆 Angela Meng,她在北京和洛杉矶长大,工作有在香港《南华早报》和北京《路透社》担任记者,写过深度报道。","text":"$Coinbase Global, Inc.(COIN)$ 身家112亿的Coinbase创始人刚刚娶了中国老婆 Angela Meng,她在北京和洛杉矶长大,工作有在香港《南华早报》和北京《路透社》担任记者,写过深度报道。","images":[{"img":"https://static.tigerbbs.com/af4faeffea1d7c0e1cb0935d102af366","width":"1366","height":"2048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358558730256672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358523949838568,"gmtCreate":1728538629889,"gmtModify":1728538631506,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358523949838568","repostId":"2474737279","repostType":2,"repost":{"id":"2474737279","pubTimestamp":1728527461,"share":"https://www.laohu8.com/m/news/2474737279?lang=&edition=full","pubTime":"2024-10-10 10:31","market":"sh","language":"zh","title":"中国银行大幅上涨 银行股普涨趋势明显","url":"https://stock-news.laohu8.com/highlight/detail?id=2474737279","media":"智选洞察","summary":"10月10日,中国银行股价大幅上涨,截至10点31分,中国银行上涨3.12%,报4.96元/股,成交9.09亿元,换手率0.09%。“四大行”中涨幅以农业银行的35.3%居首,其次是工商银行、中国银行和建设银行。某银行理财子人士表示,股市火爆,客户心理波动较大,银行理财中现金类产品被赎回较明显。主营业务及业绩中国银行公司主营业务为从事商业银行业务,主要包括公司业务、个人银行业务及资金业务,亦从事投资银行及保险业务。","content":"<html><body><article><p>10月10日,<a href=\"https://laohu8.com/S/601988\">中国银行</a>(601988)股价大幅上涨,截至10点31分,<a href=\"https://laohu8.com/S/03988\">中国银行</a>上涨3.12%,报4.96元/股,成交9.09亿元,<span>换手率</span>0.09%。</p><p>消息解读</p><p>2024年上半年,银行股走出独立行情,个股呈现普涨趋势,部分银行股市净率已经逼近1左右。涨幅居前多是城市商业银行。“四大行”中涨幅以<a href=\"https://laohu8.com/S/601288\">农业银行</a>的35.3%居首,其次是<a href=\"https://laohu8.com/S/601398\">工商银行</a>、中国银行和<a href=\"https://laohu8.com/S/601939\">建设银行</a>。</p><p>截至10月9日,据记者不完全统计,已有超20家银行宣布拟于10月12日发布存量房贷<span>利率</span>调整具体操作细则,并于10月31日前完成存量房贷利率批量调整工作。</p><p>10月8日全市场固收类(债基+银行理财)产品赎回规模约5000亿,赎回主要集中在昨日上午,下午有所减少。其中,全市场债基赎回约2000亿。某银行理财子人士表示,股市火爆,客户心理波动较大,银行理财中现金类产品被赎回较明显。来自多家机构消息显示,9日赎回规模有所下降,较多集中在固收+产品。随着权益市场波动降低及季末因素消失,部分债券<span>资产</span>在调整后已经初步具备配置价值。过去的一周,超预期政策落地以来,6个交易日,上证指数暴力<span>拉升</span>近千点,投资者坐不住了,资金正在从货基、债基以及银行理财向权益市场搬家。</p><p>机构分析</p><p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研究团队预测,本轮存量房贷利率下调,对银行息差负面影响约6个基点。招联首席研究员董希淼表示:“如果存量房贷利率下调50个基点,将导致银行净息差降低7个基点,<span>营业收入</span>下降3%,<span>净利润</span>减少6%。而且,如果<span>LPR</span>继续下降20个基点,存量和新增房贷利率还将进一步降低。”。</p><p>此外,数据统计显示,近半年内4家券商给予增持建议,9家券商给予买入建议。</p><p>资金动向</p><p>截止发稿,中国银行获得主力净流入1.19亿元,其中超大单流入1.47亿元,大单流出2810万元。数据显示,该股今日净流入较近5日净流入均值增加3.26亿元。</p><p>融资融券方面,中国银行10月08日获得融资净买入1.08亿元,当日该股融资余额为17.45亿元,当较前一日增加6.62%,实现2连增;该股融券余额为729万元,融券余量为147.13万股,比上日增加4.66%。</p><p>主营业务及业绩</p><p>中国银行公司主营业务为从事商业银行业务,主要包括公司业务、个人银行业务及资金业务,亦从事投资银行及保险业务。</p><p>最新财报显示,今年中报,中国银行实现营业收入3,170.76亿元,同比减少0.67%,净利润为1,186.01亿元,同比减少1.24%,<span>基本每股收益</span>为0.36元。</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</p></article></body></html>","source":"tencent","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>中国银行大幅上涨 银行股普涨趋势明显</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; 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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中国银行大幅上涨 银行股普涨趋势明显\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 10:31 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241010103357a1df93ef&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月10日,中国银行(601988)股价大幅上涨,截至10点31分,中国银行上涨3.12%,报4.96元/股,成交9.09亿元,换手率0.09%。消息解读2024年上半年,银行股走出独立行情,个股呈现普涨趋势,部分银行股市净率已经逼近1左右。涨幅居前多是城市商业银行。“四大行”中涨幅以农业银行的35.3%居首,其次是工商银行、中国银行和建设银行。截至10月9日,据记者不完全统计,已有超20家银行...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241010103357a1df93ef&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601988":"中国银行","BK0012":"证金概念","BK0015":"沪股通50","BK0188":"融资融券","BK0183":"MSCI概念","BK0028":"国家队","BK0278":"货币金融"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241010103357a1df93ef&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2474737279","content_text":"10月10日,中国银行(601988)股价大幅上涨,截至10点31分,中国银行上涨3.12%,报4.96元/股,成交9.09亿元,换手率0.09%。消息解读2024年上半年,银行股走出独立行情,个股呈现普涨趋势,部分银行股市净率已经逼近1左右。涨幅居前多是城市商业银行。“四大行”中涨幅以农业银行的35.3%居首,其次是工商银行、中国银行和建设银行。截至10月9日,据记者不完全统计,已有超20家银行宣布拟于10月12日发布存量房贷利率调整具体操作细则,并于10月31日前完成存量房贷利率批量调整工作。10月8日全市场固收类(债基+银行理财)产品赎回规模约5000亿,赎回主要集中在昨日上午,下午有所减少。其中,全市场债基赎回约2000亿。某银行理财子人士表示,股市火爆,客户心理波动较大,银行理财中现金类产品被赎回较明显。来自多家机构消息显示,9日赎回规模有所下降,较多集中在固收+产品。随着权益市场波动降低及季末因素消失,部分债券资产在调整后已经初步具备配置价值。过去的一周,超预期政策落地以来,6个交易日,上证指数暴力拉升近千点,投资者坐不住了,资金正在从货基、债基以及银行理财向权益市场搬家。机构分析华泰证券研究团队预测,本轮存量房贷利率下调,对银行息差负面影响约6个基点。招联首席研究员董希淼表示:“如果存量房贷利率下调50个基点,将导致银行净息差降低7个基点,营业收入下降3%,净利润减少6%。而且,如果LPR继续下降20个基点,存量和新增房贷利率还将进一步降低。”。此外,数据统计显示,近半年内4家券商给予增持建议,9家券商给予买入建议。资金动向截止发稿,中国银行获得主力净流入1.19亿元,其中超大单流入1.47亿元,大单流出2810万元。数据显示,该股今日净流入较近5日净流入均值增加3.26亿元。融资融券方面,中国银行10月08日获得融资净买入1.08亿元,当日该股融资余额为17.45亿元,当较前一日增加6.62%,实现2连增;该股融券余额为729万元,融券余量为147.13万股,比上日增加4.66%。主营业务及业绩中国银行公司主营业务为从事商业银行业务,主要包括公司业务、个人银行业务及资金业务,亦从事投资银行及保险业务。最新财报显示,今年中报,中国银行实现营业收入3,170.76亿元,同比减少0.67%,净利润为1,186.01亿元,同比减少1.24%,基本每股收益为0.36元。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357608032714776,"gmtCreate":1728316113993,"gmtModify":1728316115811,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357608032714776","repostId":"1129798602","repostType":2,"repost":{"id":"1129798602","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1728307967,"share":"https://www.laohu8.com/m/news/1129798602?lang=&edition=full","pubTime":"2024-10-07 21:32","market":"hk","language":"zh","title":"异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好","url":"https://stock-news.laohu8.com/highlight/detail?id=1129798602","media":"异动解读","summary":"特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。\n\n消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。\n\n马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。","content":"<p>特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。</p>\n\n<p>消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。</p>\n\n<p>马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。</p>","source":"ai_movement_cn","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>异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好</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异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-07 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。</p>\n\n<p>消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。</p>\n\n<p>马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129798602","content_text":"特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。\n消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。\n马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357581257126152,"gmtCreate":1728309665557,"gmtModify":1728309667657,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357581257126152","repostId":"1113715460","repostType":2,"repost":{"id":"1113715460","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728288455,"share":"https://www.laohu8.com/m/news/1113715460?lang=&edition=full","pubTime":"2024-10-07 16:07","market":"us","language":"en","title":"Chinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113715460","media":"Tiger Newspress","summary":"Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.The world-beating rally in Chine","content":"<html><head></head><body><p>Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ac456904d5529805b4f9bd374531ae76\" title=\"\" tg-width=\"596\" tg-height=\"445\"/></p><p style=\"text-align: start;\">The world-beating rally in Chinese stocks is failing to convince many global fund managers and strategists.</p><p>Invesco Ltd., JPMorgan Asset Management, HSBC Global Private Banking and Wealth, and Nomura Holdings Inc. are among those viewing the recent rebound with skepticism and waiting for Beijing to back up its stimulus pledges with real money. Some are also concerned many stocks are already reaching overvalued levels.</p><p style=\"text-align: start;\">Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence. The Hang Seng China Enterprises Index, which comprises Chinese stocks listed in Hong Kong, has jumped more than 35% over the past month, making it the best performer among more than 90 global equity gauges tracked by Bloomberg, while raising concern it may be too far, too fast.</p><p style=\"text-align: start;\">“In the short term, sentiment could overshoot but people will go back to fundamentals,” said Raymond Ma, Invesco’s chief investment officer for Hong Kong and Mainland China. “Because of this rally, some stocks have become really overvalued” and they lack a clear value proposition based on their likely earnings performance, he said.</p><p style=\"text-align: start;\">Stimulus announced by Beijing has included interest-rate cuts, freeing-up of cash at banks, billions of dollars of liquidity support for stocks, and a vow to end the long-term slide in property prices. The China National Development and Reform Commission will host a press conference Tuesday to discuss implementation of a package of incremental economic policies.</p><p>While there’s plenty of optimism that could underpin a sustainable equity rally, there have been a number of false dawns before, most recently a rally in February that completely unwound.</p><p style=\"text-align: start;\">Ma at Invesco, who was one of relatively few China bulls coming into this year, said he’s in no rush to add to his investments now.</p><p style=\"text-align: start;\">“There are a group of stocks whose share prices are up by 30% to 40% and almost at historical highs,” he said. “Whether in the next 12 months the fundamentals will be as good as before their peak, that’s more uncertain to me. That would be the category we would like to trim.”</p><p style=\"text-align: start;\">The surge in the past two weeks has seen Chinese equities reassert their influence over broader emerging-market gauges, and dented the performance of fund managers who had been running underweight positions in the biggest developing-nation economy. The durability of the rebound will not only matter for the year-end performance of index-tracking funds, but also have direct implications for nations that have trading and investment links with China.</p><p>JPMorgan Asset Management is just as cautious.</p><p>“Additional policy steps would be needed to boost economic activity and confidence,” said Tai Hui, Asia Pacific chief market strategist in Hong Kong. “The policies announced so far can help to smoothen out the de-leveraging process, but the balance-sheet repairing would still need to take place.”</p><p>Hui also pointed to global uncertainties that may crimp the nascent stock rally.</p><p>“With the U.S. elections only a month away, many investors would argue that the U.S. view of China as an economic and geopolitical rival is a bipartisan consensus,” he said. Moreover, “foreign investors may choose to wait for economic data to bottom out and for this new policy direct to solidify,’ he said.</p><p>Slowing Growth</p><p>HSBC Global Private Banking remains concerned the steps China has taken aren’t enough to reverse the nation’s slowing long-term growth outlook.</p><p>“More significant fiscal easing is still needed to sustain the recovery momentum and shore up growth to achieve the 5% 2024 GDP growth target,” said Cheuk Wan Fan, chief investment officer for Asia at the private bank in Hong Kong. “For now, we stay neutral on mainland China and Hong Kong equities based on our expectation of China’s GDP growth decelerating from 4.9% in 2024 to 4.5% in 2025.”</p><p>Goldman Positive</p><p>Some are predicting further gains.</p><p>Goldman Sachs Group Inc. has upgraded its call on Chinese stocks to overweight, and said indexes tracking the nation’s equities may rise another 15%-to-20% if authorities deliver on policy measures.</p><p>Beijing’s recent stimulus announcements “have led the market to believe that policy makers have become more concerned about taking sufficient action to curtail left-tail growth risk,” strategists including Tim Moe wrote in a note dated Oct. 5.</p><p>Bond ‘Challenges’</p><p>Some investors and strategists are also wary about what the stimulus blitz means for the nation’s bonds and currency.</p><p>China’s bonds have dropped since the stock rally started, ending at least temporarily a period in which yields set successive record lows as investors bought haven assets.</p><p>“There are still major challenges to be resolved, and it’s not an easy road,” said Lynn Song, chief economist for Greater China at ING Bank in Hong Kong. “We need to ensure that this policy blitz is effective in stabilizing the downward trajectory of the housing market and not just result in a rush of hot money to equities.”</p><p>Bonds may become a beneficiary if the stock market cools, Song said. “There’s certainly a risk we could revert back to the previous months’ environment if anything goes wrong in the next steps ahead.”</p><p style=\"text-align: start;\">Yuan traders will be watching out on Tuesday for the central bank’s daily reference rate, the level around which the currency is allowed to trade. The onshore yuan has strengthened more than 1% in the past month to approach the key level of 7 per dollar. A break of that barrier may trigger a further rally.</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>Chinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%</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\">\nChinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2024-10-07 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ac456904d5529805b4f9bd374531ae76\" title=\"\" tg-width=\"596\" tg-height=\"445\"/></p><p style=\"text-align: start;\">The world-beating rally in Chinese stocks is failing to convince many global fund managers and strategists.</p><p>Invesco Ltd., JPMorgan Asset Management, HSBC Global Private Banking and Wealth, and Nomura Holdings Inc. are among those viewing the recent rebound with skepticism and waiting for Beijing to back up its stimulus pledges with real money. Some are also concerned many stocks are already reaching overvalued levels.</p><p style=\"text-align: start;\">Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence. The Hang Seng China Enterprises Index, which comprises Chinese stocks listed in Hong Kong, has jumped more than 35% over the past month, making it the best performer among more than 90 global equity gauges tracked by Bloomberg, while raising concern it may be too far, too fast.</p><p style=\"text-align: start;\">“In the short term, sentiment could overshoot but people will go back to fundamentals,” said Raymond Ma, Invesco’s chief investment officer for Hong Kong and Mainland China. “Because of this rally, some stocks have become really overvalued” and they lack a clear value proposition based on their likely earnings performance, he said.</p><p style=\"text-align: start;\">Stimulus announced by Beijing has included interest-rate cuts, freeing-up of cash at banks, billions of dollars of liquidity support for stocks, and a vow to end the long-term slide in property prices. The China National Development and Reform Commission will host a press conference Tuesday to discuss implementation of a package of incremental economic policies.</p><p>While there’s plenty of optimism that could underpin a sustainable equity rally, there have been a number of false dawns before, most recently a rally in February that completely unwound.</p><p style=\"text-align: start;\">Ma at Invesco, who was one of relatively few China bulls coming into this year, said he’s in no rush to add to his investments now.</p><p style=\"text-align: start;\">“There are a group of stocks whose share prices are up by 30% to 40% and almost at historical highs,” he said. “Whether in the next 12 months the fundamentals will be as good as before their peak, that’s more uncertain to me. That would be the category we would like to trim.”</p><p style=\"text-align: start;\">The surge in the past two weeks has seen Chinese equities reassert their influence over broader emerging-market gauges, and dented the performance of fund managers who had been running underweight positions in the biggest developing-nation economy. The durability of the rebound will not only matter for the year-end performance of index-tracking funds, but also have direct implications for nations that have trading and investment links with China.</p><p>JPMorgan Asset Management is just as cautious.</p><p>“Additional policy steps would be needed to boost economic activity and confidence,” said Tai Hui, Asia Pacific chief market strategist in Hong Kong. “The policies announced so far can help to smoothen out the de-leveraging process, but the balance-sheet repairing would still need to take place.”</p><p>Hui also pointed to global uncertainties that may crimp the nascent stock rally.</p><p>“With the U.S. elections only a month away, many investors would argue that the U.S. view of China as an economic and geopolitical rival is a bipartisan consensus,” he said. Moreover, “foreign investors may choose to wait for economic data to bottom out and for this new policy direct to solidify,’ he said.</p><p>Slowing Growth</p><p>HSBC Global Private Banking remains concerned the steps China has taken aren’t enough to reverse the nation’s slowing long-term growth outlook.</p><p>“More significant fiscal easing is still needed to sustain the recovery momentum and shore up growth to achieve the 5% 2024 GDP growth target,” said Cheuk Wan Fan, chief investment officer for Asia at the private bank in Hong Kong. “For now, we stay neutral on mainland China and Hong Kong equities based on our expectation of China’s GDP growth decelerating from 4.9% in 2024 to 4.5% in 2025.”</p><p>Goldman Positive</p><p>Some are predicting further gains.</p><p>Goldman Sachs Group Inc. has upgraded its call on Chinese stocks to overweight, and said indexes tracking the nation’s equities may rise another 15%-to-20% if authorities deliver on policy measures.</p><p>Beijing’s recent stimulus announcements “have led the market to believe that policy makers have become more concerned about taking sufficient action to curtail left-tail growth risk,” strategists including Tim Moe wrote in a note dated Oct. 5.</p><p>Bond ‘Challenges’</p><p>Some investors and strategists are also wary about what the stimulus blitz means for the nation’s bonds and currency.</p><p>China’s bonds have dropped since the stock rally started, ending at least temporarily a period in which yields set successive record lows as investors bought haven assets.</p><p>“There are still major challenges to be resolved, and it’s not an easy road,” said Lynn Song, chief economist for Greater China at ING Bank in Hong Kong. “We need to ensure that this policy blitz is effective in stabilizing the downward trajectory of the housing market and not just result in a rush of hot money to equities.”</p><p>Bonds may become a beneficiary if the stock market cools, Song said. “There’s certainly a risk we could revert back to the previous months’ environment if anything goes wrong in the next steps ahead.”</p><p style=\"text-align: start;\">Yuan traders will be watching out on Tuesday for the central bank’s daily reference rate, the level around which the currency is allowed to trade. The onshore yuan has strengthened more than 1% in the past month to approach the key level of 7 per dollar. A break of that barrier may trigger a further rally.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion","NTES":"网易","DRAG":"中国龙ETF-Roundhill","TIGR":"老虎证券","BIDU":"百度","XPEV":"小鹏汽车","JD":"京东","BILI":"哔哩哔哩","LI":"理想汽车","NIO":"蔚来","TCOM":"携程网","PDD":"拼多多","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113715460","content_text":"Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.The world-beating rally in Chinese stocks is failing to convince many global fund managers and strategists.Invesco Ltd., JPMorgan Asset Management, HSBC Global Private Banking and Wealth, and Nomura Holdings Inc. are among those viewing the recent rebound with skepticism and waiting for Beijing to back up its stimulus pledges with real money. Some are also concerned many stocks are already reaching overvalued levels.Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence. The Hang Seng China Enterprises Index, which comprises Chinese stocks listed in Hong Kong, has jumped more than 35% over the past month, making it the best performer among more than 90 global equity gauges tracked by Bloomberg, while raising concern it may be too far, too fast.“In the short term, sentiment could overshoot but people will go back to fundamentals,” said Raymond Ma, Invesco’s chief investment officer for Hong Kong and Mainland China. “Because of this rally, some stocks have become really overvalued” and they lack a clear value proposition based on their likely earnings performance, he said.Stimulus announced by Beijing has included interest-rate cuts, freeing-up of cash at banks, billions of dollars of liquidity support for stocks, and a vow to end the long-term slide in property prices. The China National Development and Reform Commission will host a press conference Tuesday to discuss implementation of a package of incremental economic policies.While there’s plenty of optimism that could underpin a sustainable equity rally, there have been a number of false dawns before, most recently a rally in February that completely unwound.Ma at Invesco, who was one of relatively few China bulls coming into this year, said he’s in no rush to add to his investments now.“There are a group of stocks whose share prices are up by 30% to 40% and almost at historical highs,” he said. “Whether in the next 12 months the fundamentals will be as good as before their peak, that’s more uncertain to me. That would be the category we would like to trim.”The surge in the past two weeks has seen Chinese equities reassert their influence over broader emerging-market gauges, and dented the performance of fund managers who had been running underweight positions in the biggest developing-nation economy. The durability of the rebound will not only matter for the year-end performance of index-tracking funds, but also have direct implications for nations that have trading and investment links with China.JPMorgan Asset Management is just as cautious.“Additional policy steps would be needed to boost economic activity and confidence,” said Tai Hui, Asia Pacific chief market strategist in Hong Kong. “The policies announced so far can help to smoothen out the de-leveraging process, but the balance-sheet repairing would still need to take place.”Hui also pointed to global uncertainties that may crimp the nascent stock rally.“With the U.S. elections only a month away, many investors would argue that the U.S. view of China as an economic and geopolitical rival is a bipartisan consensus,” he said. Moreover, “foreign investors may choose to wait for economic data to bottom out and for this new policy direct to solidify,’ he said.Slowing GrowthHSBC Global Private Banking remains concerned the steps China has taken aren’t enough to reverse the nation’s slowing long-term growth outlook.“More significant fiscal easing is still needed to sustain the recovery momentum and shore up growth to achieve the 5% 2024 GDP growth target,” said Cheuk Wan Fan, chief investment officer for Asia at the private bank in Hong Kong. “For now, we stay neutral on mainland China and Hong Kong equities based on our expectation of China’s GDP growth decelerating from 4.9% in 2024 to 4.5% in 2025.”Goldman PositiveSome are predicting further gains.Goldman Sachs Group Inc. has upgraded its call on Chinese stocks to overweight, and said indexes tracking the nation’s equities may rise another 15%-to-20% if authorities deliver on policy measures.Beijing’s recent stimulus announcements “have led the market to believe that policy makers have become more concerned about taking sufficient action to curtail left-tail growth risk,” strategists including Tim Moe wrote in a note dated Oct. 5.Bond ‘Challenges’Some investors and strategists are also wary about what the stimulus blitz means for the nation’s bonds and currency.China’s bonds have dropped since the stock rally started, ending at least temporarily a period in which yields set successive record lows as investors bought haven assets.“There are still major challenges to be resolved, and it’s not an easy road,” said Lynn Song, chief economist for Greater China at ING Bank in Hong Kong. “We need to ensure that this policy blitz is effective in stabilizing the downward trajectory of the housing market and not just result in a rush of hot money to equities.”Bonds may become a beneficiary if the stock market cools, Song said. “There’s certainly a risk we could revert back to the previous months’ environment if anything goes wrong in the next steps ahead.”Yuan traders will be watching out on Tuesday for the central bank’s daily reference rate, the level around which the currency is allowed to trade. The onshore yuan has strengthened more than 1% in the past month to approach the key level of 7 per dollar. A break of that barrier may trigger a further rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356524138934440,"gmtCreate":1728051640407,"gmtModify":1728051642138,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356524138934440","repostId":"1141178338","repostType":2,"repost":{"id":"1141178338","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":1728035090,"share":"https://www.laohu8.com/m/news/1141178338?lang=&edition=full","pubTime":"2024-10-04 17:44","market":"us","language":"zh","title":"欧盟委员会向中国电动汽车征收反补贴税提议获通过","url":"https://stock-news.laohu8.com/highlight/detail?id=1141178338","media":"老虎资讯综合","summary":"当地时间10月4日,欧盟就是否对中国电动汽车征收为期五年的反补贴税举行投票。欧盟委员会发布的声明显示,投票中欧委会对中国进口纯电动汽车征收关税的提议获得了欧盟成员国的必要支持。声明说,欧盟和中国继续努力探索替代解决方案,该解决方案必须完全符合世贸组织规定、能够充分解决委员会调查所确定的损害性补贴、并且可监控和可执行。(央视新闻)","content":"<html><head></head><body><p>当地时间10月4日,欧盟就是否对中国电动汽车征收为期五年的反补贴税举行投票。欧盟委员会发布的声明显示,投票中欧委会对中国进口纯电动汽车征收关税的提议获得了欧盟成员国的必要支持。</p><p>声明说,欧盟和中国继续努力探索替代解决方案,该解决方案必须完全符合世贸组织规定、能够充分解决委员会调查所确定的损害性补贴、并且可监控和可执行。(央视新闻)</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>欧盟委员会向中国电动汽车征收反补贴税提议获通过</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; 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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欧盟委员会向中国电动汽车征收反补贴税提议获通过\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\">2024-10-04 17:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间10月4日,欧盟就是否对中国电动汽车征收为期五年的反补贴税举行投票。欧盟委员会发布的声明显示,投票中欧委会对中国进口纯电动汽车征收关税的提议获得了欧盟成员国的必要支持。</p><p>声明说,欧盟和中国继续努力探索替代解决方案,该解决方案必须完全符合世贸组织规定、能够充分解决委员会调查所确定的损害性补贴、并且可监控和可执行。(央视新闻)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141178338","content_text":"当地时间10月4日,欧盟就是否对中国电动汽车征收为期五年的反补贴税举行投票。欧盟委员会发布的声明显示,投票中欧委会对中国进口纯电动汽车征收关税的提议获得了欧盟成员国的必要支持。声明说,欧盟和中国继续努力探索替代解决方案,该解决方案必须完全符合世贸组织规定、能够充分解决委员会调查所确定的损害性补贴、并且可监控和可执行。(央视新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}