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enjoylife168

enjoylife168

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IP属地：中国台湾

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0勋章

06-27

业绩表现好、法人会故意下压取货

Micron Drops 7% After Forecast Fails to Meet Lofty Expectations

06-24

多数人无法买

06-06

空头被扎过头了

美国监管机构将对微软、OpenAI和英伟达展开反垄断调查

06-04

加速运用AI后，很多员工，要被裁减了

消息称微软 Azure 云部门将裁员数百人

04-25

AI慢慢品味及后，就变成全球大通缩了，到时利率无用了

霍华德·马克斯：美联储不会回到“超低利率”，当前应该买公司债

04-18

他们持续自己买回库藏股

美股“七姐妹”涨了这么多，最大的机构还是低配？

03-19

能逼空到1200美元，做多者应该就很开心了

期权大单 | 英伟达本周能涨120%？散户入场或再造逼空风暴

03-08

认真努力去做，不然股价就要减肥了

期权大单 | 继续押涨，英伟达要破千？挤掉特斯拉，减肥药热辣滚烫

03-02

$英伟达(NVDA)$ 买英伟达

03-01

$台积电(TSM)$ 张忠谋：AI需求不是几千万片产能是要更多晶圆厂

02-07

巴菲特注资后，公司再回购股份，让股价涨更多

三菱商事拟斥资5000亿日元回购至多10%股份

02-06

$特斯拉(TSLA)$ 高点回跌幅度，还未超过一半

02-02

产品设计性能，能否让使用者黏上

抱歉，原内容已删除

2023-12-14

卖PUT收取权利金，及可以抵接买股

期权大单 | 伴随“鸽声”，押注“人类首家4万亿美元市值公司”？

2023-12-12

美降息时间如延后，股价就可能下跌修正

明年美股怎么走？仍需看七大科技巨头AI盈利“脸色”

2023-12-11

中国市场抵过众多市场

为寻求创收新引擎，英伟达发力布局东南亚市场

2023-12-07

想压低吃货吗？

The Magnificent 7 Aren't So Magnificent Right Now, Buy

2023-11-20

大象转身，转的漂亮

微软的人工智能转型：从软件巨头到AI弄潮儿

2023-11-09

赢者通吃

Nobody on Wall Street wants to bet against the 'Magnificent Seven'

2023-11-09

技术指标会高档背离，不准的

微软股价在AI加持下创新高恐将迎来回档但长期潜力仍强

去老虎APP查看更多动态

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Supreme Court Poised to Allow Emergency Abortions in Idaho. Volkswagen Invests $5 Billion in EV Startup Rivian to Form Joint Venture. FedEx Stokes Investors With Hint of a Freight Deal. Nvidia Rout Takes Breather as Traders Scour Charts for Support. Though Micron is getting a boost from the AI computing boom, demand is still sluggish in its traditional markets, such as personal computers and smartphones. Those areas are only beginning to recover from a historic slump last year.The shares fell about 8% in extended trading. 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Those areas are only beginning to recover from a historic slump last year.</p><p>The shares fell about 7% in extended trading. Micron had rallied 67% this year before the close, lifted by investor expectations that it will be one of the main beneficiaries of AI spending.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b3730969e16ccaecc4271c503c5cc10\" tg-width=\"845\" tg-height=\"837\"/></p><p>In the third quarter, which ended May 30, Micron’s revenue rose 82% to $6.81 billion. The Boise, Idaho-based company reported a profit of 62 cents a share, excluding certain items. That compares with estimated sales of $6.67 billion and a projected profit of 50 cents a share.</p><p>In a slide presentation, the company said that PC unit volumes remain on track to increase by a percentage in the low single digits in calendar 2024. Smartphone units will gain by a low- to mid-single-digit range. 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They also makes flash memory, which handles longer-term storage in those devices.</p></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>Micron Drops 7% After Forecast Fails to Meet Lofty Expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.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\">\nMicron Drops 7% After Forecast Fails to Meet Lofty Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-27 06:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/micron-drops-forecast-fails-meet-202226173.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Micron Technology Inc., the largest US maker of computer memory chips, declined in late trading after its forecast failed to meet the sky-high expectations of some investors. Fiscal ...</p>\n\n<a href=\"https://finance.yahoo.com/news/micron-drops-forecast-fails-meet-202226173.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4532":"文艺复兴科技持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4585":"ETF&股票定投概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4575":"芯片概念","BK4566":"资本集团","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4527":"明星科技股","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4588":"碎股","BK4579":"人工智能","BK4141":"半导体产品","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD"},"source_url":"https://finance.yahoo.com/news/micron-drops-forecast-fails-meet-202226173.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2446441923","content_text":"(Bloomberg) -- Micron Technology Inc., the largest US maker of computer memory chips, declined in late trading after its forecast failed to meet the sky-high expectations of some investors. Fiscal fourth-quarter sales will be $7.4 billion to $7.8 billion, the company said in a statement Wednesday. While the average analyst estimate was $7.58 billion, some projections were above $8 billion. Profit will be about $1.08 a share, minus certain items, versus a projection of $1.02.Though Micron is getting a boost from the AI computing boom, demand is still sluggish in its traditional markets, such as personal computers and smartphones. Those areas are only beginning to recover from a historic slump last year.The shares fell about 7% in extended trading. Micron had rallied 67% this year before the close, lifted by investor expectations that it will be one of the main beneficiaries of AI spending.In the third quarter, which ended May 30, Micron’s revenue rose 82% to $6.81 billion. The Boise, Idaho-based company reported a profit of 62 cents a share, excluding certain items. That compares with estimated sales of $6.67 billion and a projected profit of 50 cents a share.In a slide presentation, the company said that PC unit volumes remain on track to increase by a percentage in the low single digits in calendar 2024. Smartphone units will gain by a low- to mid-single-digit range. The company expects AI features to help spur demand for phones and PCs heading into 2025.Chief Executive Officer Sanjay Mehrotra has promised that 2024 will mark a rebound for the industry, and that 2025 will see record sales levels. AI will drive demand for expensive chips that are more difficult to make and use an outsized portion of production resources. That should reduce the risk of future inventory gluts — a longtime bane of the memory industry.Micron sells a vital component of AI hardware — high-bandwidth memory — giving it a boost from the surge in AI spending. The company’s parts work with processors from Nvidia Corp., which has become the world’s most valuable chipmaker thanks to insatiable demand for its products. The memory can serve up information more quickly, helping computing systems develop and run AI models.AI models are created by bombarding software with information. The process can involve trillions of parameters and is highly reliant on memory semiconductors. In order to avoid bottlenecks and keep expensive processors working flat out, Micron and its competitors have developed chips that communicate with other components much faster than traditional memory.Micron competes with South Korea’s Samsung Electronics Co. and SK Hynix Inc. in selling chips that provide short-term memory in computers and phones. They also makes flash memory, which handles longer-term storage in those devices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320327360680144,"gmtCreate":1719237725461,"gmtModify":1719237727378,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"多数人无法买","listText":"多数人无法买","text":"多数人无法买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320327360680144","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313783726923944,"gmtCreate":1717645907310,"gmtModify":1717645909042,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"空头被扎过头了","listText":"空头被扎过头了","text":"空头被扎过头了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313783726923944","repostId":"1169190514","repostType":2,"repost":{"id":"1169190514","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":1717645576,"share":"https://www.laohu8.com/m/news/1169190514?lang=&edition=full","pubTime":"2024-06-06 11:46","market":"us","language":"zh","title":"美国监管机构将对微软、OpenAI和英伟达展开反垄断调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1169190514","media":"老虎资讯综合","summary":"美国司法部将牵头调查英伟达是否违反了反垄断法。","content":"<html><head></head><body><p>据纽约时报，<strong>美国联邦监管机构已达成一项协议，将对微软、OpenAI和英伟达在人工智能行业的主导地位展开反垄断调查。</strong>这是监管审查升级的强烈迹象。<strong>美国司法部将牵头调查英伟达是否违反了反垄断法。</strong></p><p>周三，英伟达大涨超5%，<strong>市值突破3万亿美元，超过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，跃居全球第二大上市公司</strong>。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f601c1a89e419c5cf5414b5686073c12\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国监管机构将对微软、OpenAI和英伟达展开反垄断调查</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美国监管机构将对微软、OpenAI和英伟达展开反垄断调查\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\">2024-06-06 11:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据纽约时报，<strong>美国联邦监管机构已达成一项协议，将对微软、OpenAI和英伟达在人工智能行业的主导地位展开反垄断调查。</strong>这是监管审查升级的强烈迹象。<strong>美国司法部将牵头调查英伟达是否违反了反垄断法。</strong></p><p>周三，英伟达大涨超5%，<strong>市值突破3万亿美元，超过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，跃居全球第二大上市公司</strong>。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f601c1a89e419c5cf5414b5686073c12\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达","MSFT":"微软"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169190514","content_text":"据纽约时报，美国联邦监管机构已达成一项协议，将对微软、OpenAI和英伟达在人工智能行业的主导地位展开反垄断调查。这是监管审查升级的强烈迹象。美国司法部将牵头调查英伟达是否违反了反垄断法。周三，英伟达大涨超5%，市值突破3万亿美元，超过苹果，跃居全球第二大上市公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313313031577824,"gmtCreate":1717508146044,"gmtModify":1717508147799,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"加速运用AI后，很多员工，要被裁减了","listText":"加速运用AI后，很多员工，要被裁减了","text":"加速运用AI后，很多员工，要被裁减了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313313031577824","repostId":"1101887273","repostType":2,"repost":{"id":"1101887273","pubTimestamp":1717487434,"share":"https://www.laohu8.com/m/news/1101887273?lang=&edition=full","pubTime":"2024-06-04 15:50","market":"us","language":"zh","title":"消息称微软 Azure 云部门将裁员数百人","url":"https://stock-news.laohu8.com/highlight/detail?id=1101887273","media":"IT之家","summary":"此次裁员主要涉及 Azure for Operators 和 Mission Engineering 等团队","content":"<html><head></head><body><p>据 Business Insider 援引知情人士消息，<strong>微软将裁减 Azure 云计算部门的数百名员工</strong>。</p><p style=\"text-align: justify;\">知情人士称，此次裁员主要涉及 Azure for Operators 和 Mission Engineering 等团队，其中一位知情人士估计，Azure for Operators 团队将裁减多达 1500 个岗位。</p><p style=\"text-align: justify;\">Azure for Operators 和 Mission Engineering 团队是为 Microsoft moonshots 而创建的组织一部分。这个更广泛的组织成立于 2021 年，被称为战略任务和技术（Strategic Missions and Technologies，SMT）。该组织由 Azure 前任老板 Jason Zander 领导，将量子计算和太空等前沿举措与政府云业务结合在一起。</p><p style=\"text-align: justify;\">此外，<strong>微软公司还将裁掉一些负责混合现实工作的员工</strong>。尽管裁员将影响负责 HoloLens 2 头显设备的部门，但微软仍计划继续销售该设备。</p><p style=\"text-align: justify;\">该公司曾宣布计划在 2023 年前几个月内裁员 1 万名，此后又进行了多轮裁员。微软没有回应最新裁员爆料。</p></body></html>","source":"ithome","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称微软 Azure 云部门将裁员数百人</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消息称微软 Azure 云部门将裁员数百人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-04 15:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/773/048.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据 Business Insider 援引知情人士消息，微软将裁减 Azure 云计算部门的数百名员工。知情人士称，此次裁员主要涉及 Azure for Operators 和 Mission Engineering 等团队，其中一位知情人士估计，Azure for Operators 团队将裁减多达 1500 个岗位。Azure for Operators 和 Mission ...</p>\n\n<a href=\"https://www.ithome.com/0/773/048.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/54720eb51050254e71d6298681bc4fdb","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.ithome.com/0/773/048.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101887273","content_text":"据 Business Insider 援引知情人士消息，微软将裁减 Azure 云计算部门的数百名员工。知情人士称，此次裁员主要涉及 Azure for Operators 和 Mission Engineering 等团队，其中一位知情人士估计，Azure for Operators 团队将裁减多达 1500 个岗位。Azure for Operators 和 Mission Engineering 团队是为 Microsoft moonshots 而创建的组织一部分。这个更广泛的组织成立于 2021 年，被称为战略任务和技术（Strategic Missions and Technologies，SMT）。该组织由 Azure 前任老板 Jason Zander 领导，将量子计算和太空等前沿举措与政府云业务结合在一起。此外，微软公司还将裁掉一些负责混合现实工作的员工。尽管裁员将影响负责 HoloLens 2 头显设备的部门，但微软仍计划继续销售该设备。该公司曾宣布计划在 2023 年前几个月内裁员 1 万名，此后又进行了多轮裁员。微软没有回应最新裁员爆料。","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299106431955104,"gmtCreate":1714049237298,"gmtModify":1714049240223,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"AI慢慢品味及后，就变成全球大通缩了，到时利率无用了","listText":"AI慢慢品味及后，就变成全球大通缩了，到时利率无用了","text":"AI慢慢品味及后，就变成全球大通缩了，到时利率无用了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299106431955104","repostId":"2429704104","repostType":2,"repost":{"id":"2429704104","pubTimestamp":1713940315,"share":"https://www.laohu8.com/m/news/2429704104?lang=&edition=full","pubTime":"2024-04-24 14:31","market":"us","language":"zh","title":"霍华德·马克斯：美联储不会回到“超低利率”，当前应该买公司债","url":"https://stock-news.laohu8.com/highlight/detail?id=2429704104","media":"华尔街见闻","summary":"美联储早晚会降息，但不会将利率降至此前的超低水平。","content":"<html><head></head><body><p>关于美联储是否在2024年间降息仍未明确，市场急切期盼美联储尽快开始降息之际，橡树资本联合创始人霍华德·马克斯（Howard Marks）表示，美联储早晚会降息，但不会将利率降至此前的超低水平。</p><p>4月23日周二，马克斯接受了媒体的采访称，目前美联储的利率水平是经济和通胀降温的紧急措施，“总有一天，我们将宣布战胜通胀，美联储将把利率降至适度和可持续的水平，<strong>我认为那会在3%左右</strong>。”</p><p>马克斯认为，低利率是对经济的不必要刺激，将利率维持在过低水平，并创造出一种永久性的刺激态势会带来重大弊病，美联储不会将利率降低至0、0.5%或1%的水平：</p><blockquote><p>“我认为那是不必要的刺激，且永久的刺激不是一件好事。我认为利率在大多数情况下应该由自由市场决定，换而言之，借款人和贷款人应该通过自由谈判达成利率协议，而不是由央行告诉人们利率应该是多少。我希望我们能回到那种环境。”</p></blockquote><p>马克斯此前曾多次指出“一场巨变的时代来了”宽松货币已基本结束。马克斯认为超低利率的影响包括，过度刺激经济使得通胀加剧，风险资产的风险溢价却没有足够的补偿，资金供应波动过大：</p><blockquote><p>一方面，美联储可能想要避免长期刺激经济，以防止高通胀卷土重来。另一方面，美联储最重要的工作之一是在经济陷入衰退时刺激经济，这主要通过降低利率来实现，那么如果利率已经接近零，美联储的这一政策工具就失效了。</p><p>此外，我们似乎正在经历逆全球化以及劳动力议价能力的提高，这表明在不久的将来通胀可能会比2021年前更高。因此，我会坚持我的猜测，即在接下来的几年里，利率将在2-4%之间，而不是0-2%。</p></blockquote><p>马克斯称，在新的环境下，债券应该在大多数人的投资组合中扮演<strong>“重要角色”</strong>，当前的高利率环境为专注于债券投资，尤其是高收益债券的投资者创造了非常好的机会：</p><blockquote><p>在过去的低利率环境下，债券的收益率很低，但今天，次级投资级信贷工具(如高收益债券、优先贷款、夹层融资等)的收益率可以接近或超过股票的历史平均回报率(约10%)。</p><p>从提供固定收益的债务投资中获得类似股票的回报，是之前低利率环境下无法享受的巨大优势。</p></blockquote><p></p></body></html>","source":"wallstreetcn_hot_news","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>霍华德·马克斯：美联储不会回到“超低利率”，当前应该买公司债</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霍华德·马克斯：美联储不会回到“超低利率”，当前应该买公司债\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 14:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3713456><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>关于美联储是否在2024年间降息仍未明确，市场急切期盼美联储尽快开始降息之际，橡树资本联合创始人霍华德·马克斯（Howard Marks）表示，美联储早晚会降息，但不会将利率降至此前的超低水平。4月23日周二，马克斯接受了媒体的采访称，目前美联储的利率水平是经济和通胀降温的紧急措施，“总有一天，我们将宣布战胜通胀，美联储将把利率降至适度和可持续的水平，我认为那会在3%左右。”马克斯认为，低利率是对...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713456\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6120920534c23f66c84648edc9d7b2e0","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3713456","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429704104","content_text":"关于美联储是否在2024年间降息仍未明确，市场急切期盼美联储尽快开始降息之际，橡树资本联合创始人霍华德·马克斯（Howard Marks）表示，美联储早晚会降息，但不会将利率降至此前的超低水平。4月23日周二，马克斯接受了媒体的采访称，目前美联储的利率水平是经济和通胀降温的紧急措施，“总有一天，我们将宣布战胜通胀，美联储将把利率降至适度和可持续的水平，我认为那会在3%左右。”马克斯认为，低利率是对经济的不必要刺激，将利率维持在过低水平，并创造出一种永久性的刺激态势会带来重大弊病，美联储不会将利率降低至0、0.5%或1%的水平：“我认为那是不必要的刺激，且永久的刺激不是一件好事。我认为利率在大多数情况下应该由自由市场决定，换而言之，借款人和贷款人应该通过自由谈判达成利率协议，而不是由央行告诉人们利率应该是多少。我希望我们能回到那种环境。”马克斯此前曾多次指出“一场巨变的时代来了”宽松货币已基本结束。马克斯认为超低利率的影响包括，过度刺激经济使得通胀加剧，风险资产的风险溢价却没有足够的补偿，资金供应波动过大：一方面，美联储可能想要避免长期刺激经济，以防止高通胀卷土重来。另一方面，美联储最重要的工作之一是在经济陷入衰退时刺激经济，这主要通过降低利率来实现，那么如果利率已经接近零，美联储的这一政策工具就失效了。此外，我们似乎正在经历逆全球化以及劳动力议价能力的提高，这表明在不久的将来通胀可能会比2021年前更高。因此，我会坚持我的猜测，即在接下来的几年里，利率将在2-4%之间，而不是0-2%。马克斯称，在新的环境下，债券应该在大多数人的投资组合中扮演“重要角色”，当前的高利率环境为专注于债券投资，尤其是高收益债券的投资者创造了非常好的机会：在过去的低利率环境下，债券的收益率很低，但今天，次级投资级信贷工具(如高收益债券、优先贷款、夹层融资等)的收益率可以接近或超过股票的历史平均回报率(约10%)。从提供固定收益的债务投资中获得类似股票的回报，是之前低利率环境下无法享受的巨大优势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296464848982088,"gmtCreate":1713416739530,"gmtModify":1713416741661,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"他们持续自己买回库藏股","listText":"他们持续自己买回库藏股","text":"他们持续自己买回库藏股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296464848982088","repostId":"2428966347","repostType":2,"repost":{"id":"2428966347","pubTimestamp":1713398598,"share":"https://www.laohu8.com/m/news/2428966347?lang=&edition=full","pubTime":"2024-04-18 08:03","market":"us","language":"zh","title":"美股“七姐妹”涨了这么多，最大的机构还是低配？","url":"https://stock-news.laohu8.com/highlight/detail?id=2428966347","media":"华尔街见闻","summary":"而且，七姐妹的利润增长还在持续，2024年一季度的利润预计将增长38%。","content":"<html><head></head><body><blockquote><p>汇丰指出，基金仓位轻，主要是由于监管要求，跟七姐妹的基本面因素没有关系，预计后续随着越来越多基金倾向于转型、争取更宽松的监管条件，流入七姐妹的资金还会继续增加。</p></blockquote><p>自2023年以来，美股七姐妹“Mag 7”（包括<a href=\"https://laohu8.com/S/AAPL\">苹果 </a>、<a href=\"https://laohu8.com/S/MSFT\">微软 </a>、<a href=\"https://laohu8.com/S/GOOGL\">谷歌-A </a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊 </a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达 </a>、<a href=\"https://laohu8.com/S/META\">Meta Platforms </a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉 </a>）一直是全球市场上表现最傲人的资产，从2023年初迄今的累计涨幅高达160%，比美股大盘指数的涨幅高出130%。而且，七姐妹的利润增长还在持续，2024年一季度的利润预计将增长38%。</p><p>然而，美国大型共同基金对七姐妹的仓位，却相对偏低。持仓比例低于七姐妹市值在富时美国指数中的占比。</p><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>指出，基金仓位轻，主要是由于监管要求，跟七姐妹的基本面因素没有关系，预计后续随着越来越多基金倾向于转型、争取更宽松的监管条件，流入七姐妹的资金还会继续增加。</p><h2 id=\"id_1893678325\">七姐妹很好，但基金仓位却没那么重</h2><p>汇丰对150家规模最大的美国基金（管理资产规模超过1.9万亿美元）持仓数据的调查显示，七姐妹在富时美国指数中的权重为28%，但只占这些基金投资组合的18%。</p><p>10%的配置差距严重拖累了业绩：根据汇丰的计算，自2023年以来，由于七姐妹头寸过轻，对基金业绩的净拖累超过2.3%。</p><p>然而，反常的是，虽然持仓比例相比七姐妹的市值权重偏低，但七姐妹已经是这些基金仓位最重的股票。无论是从基金的总权重还是从有敞口的基金占比来看，除了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，七姐妹的其他六家都在富时美国指数中持有最多的10只股票之列。</p><p>与此同时，这七家公司也均为被抛售最多的股票，七家公司全都登上了富时美国指数中十大遭减持最多的股票榜单，其中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>被减持的幅度最高。</p><h2 id=\"id_4078073911\">后续会有更多资金流入七姐妹？</h2><p>这是怎么回事？</p><p>汇丰认为，这种结构性减持在很大程度上是监管因素导致的，并不能反映投资者的基本面观点。</p><p>根据美国《1940年投资公司法》规定，共同基金必须保持仓位的“多元化”，持仓超过5%的头寸总权重必须保持在总资产的25%以下。</p><p>举个例子，如果某家共同基金持有七姐妹中苹果、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>三家的股票，仓位均为5%。但由于股价快速上涨，几个月后，原本占总资产15%的持仓，价值已经超过了25%。一旦超过25%的监管门槛，这些基金就无法再购买苹果、微软和英伟达的股票。</p><p>不过，已经有越来越多的多元化共同基金开始向非多元化转型，转型后基金的持仓度可以豁免《1940投资公司法》的多元化要求，仓位。只是转型需要股东批转，且可能会被潜在客户负面看待。</p><p>但由于美股集中度越来越高，越来越多的基金倾向于转型。例如，T Rowe Price于2021年将其部分大盘股增长基金重新归类为非多元化基金；2023年，富达紧随其后。</p><p>汇丰相信，后续会有更多的基金探索这条路线，从而推动更多资金流入七姐妹。</p><p>分析师还指出，随着人工智能变得更加先进和复杂，随着研发和投资的指数增长，进入壁垒的增加，七姐妹建立的护城河将变得根深蒂固，成为更加稀缺的优质资产。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股“七姐妹”涨了这么多，最大的机构还是低配？</title>\n<style 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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美股“七姐妹”涨了这么多，最大的机构还是低配？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-18 08:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3712941?keyword=%E4%B8%83%E5%A7%90%E5%A6%B9><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰指出，基金仓位轻，主要是由于监管要求，跟七姐妹的基本面因素没有关系，预计后续随着越来越多基金倾向于转型、争取更宽松的监管条件，流入七姐妹的资金还会继续增加。自2023年以来，美股七姐妹“Mag 7”（包括苹果 、微软 、谷歌-A 、亚马逊 、英伟达 、Meta Platforms 和特斯拉 ）一直是全球市场上表现最傲人的资产，从2023年初迄今的累计涨幅高达160%，比美股大盘指数的涨幅高出...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3712941?keyword=%E4%B8%83%E5%A7%90%E5%A6%B9\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fedd909658b5721d81903e398ae2de1","relate_stocks":{"AAPL":"苹果","MSFT":"微软","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3712941?keyword=%E4%B8%83%E5%A7%90%E5%A6%B9","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428966347","content_text":"汇丰指出，基金仓位轻，主要是由于监管要求，跟七姐妹的基本面因素没有关系，预计后续随着越来越多基金倾向于转型、争取更宽松的监管条件，流入七姐妹的资金还会继续增加。自2023年以来，美股七姐妹“Mag 7”（包括苹果 、微软 、谷歌-A 、亚马逊 、英伟达 、Meta Platforms 和特斯拉 ）一直是全球市场上表现最傲人的资产，从2023年初迄今的累计涨幅高达160%，比美股大盘指数的涨幅高出130%。而且，七姐妹的利润增长还在持续，2024年一季度的利润预计将增长38%。然而，美国大型共同基金对七姐妹的仓位，却相对偏低。持仓比例低于七姐妹市值在富时美国指数中的占比。汇丰指出，基金仓位轻，主要是由于监管要求，跟七姐妹的基本面因素没有关系，预计后续随着越来越多基金倾向于转型、争取更宽松的监管条件，流入七姐妹的资金还会继续增加。七姐妹很好，但基金仓位却没那么重汇丰对150家规模最大的美国基金（管理资产规模超过1.9万亿美元）持仓数据的调查显示，七姐妹在富时美国指数中的权重为28%，但只占这些基金投资组合的18%。10%的配置差距严重拖累了业绩：根据汇丰的计算，自2023年以来，由于七姐妹头寸过轻，对基金业绩的净拖累超过2.3%。然而，反常的是，虽然持仓比例相比七姐妹的市值权重偏低，但七姐妹已经是这些基金仓位最重的股票。无论是从基金的总权重还是从有敞口的基金占比来看，除了特斯拉，七姐妹的其他六家都在富时美国指数中持有最多的10只股票之列。与此同时，这七家公司也均为被抛售最多的股票，七家公司全都登上了富时美国指数中十大遭减持最多的股票榜单，其中苹果被减持的幅度最高。后续会有更多资金流入七姐妹？这是怎么回事？汇丰认为，这种结构性减持在很大程度上是监管因素导致的，并不能反映投资者的基本面观点。根据美国《1940年投资公司法》规定，共同基金必须保持仓位的“多元化”，持仓超过5%的头寸总权重必须保持在总资产的25%以下。举个例子，如果某家共同基金持有七姐妹中苹果、微软、英伟达三家的股票，仓位均为5%。但由于股价快速上涨，几个月后，原本占总资产15%的持仓，价值已经超过了25%。一旦超过25%的监管门槛，这些基金就无法再购买苹果、微软和英伟达的股票。不过，已经有越来越多的多元化共同基金开始向非多元化转型，转型后基金的持仓度可以豁免《1940投资公司法》的多元化要求，仓位。只是转型需要股东批转，且可能会被潜在客户负面看待。但由于美股集中度越来越高，越来越多的基金倾向于转型。例如，T Rowe Price于2021年将其部分大盘股增长基金重新归类为非多元化基金；2023年，富达紧随其后。汇丰相信，后续会有更多的基金探索这条路线，从而推动更多资金流入七姐妹。分析师还指出，随着人工智能变得更加先进和复杂，随着研发和投资的指数增长，进入壁垒的增加，七姐妹建立的护城河将变得根深蒂固，成为更加稀缺的优质资产。","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285957941588048,"gmtCreate":1710832266054,"gmtModify":1710832267851,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"能逼空到1200美元，做多者应该就很开心了","listText":"能逼空到1200美元，做多者应该就很开心了","text":"能逼空到1200美元，做多者应该就很开心了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285957941588048","repostId":"1103656235","repostType":2,"repost":{"id":"1103656235","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":1710825032,"share":"https://www.laohu8.com/m/news/1103656235?lang=&edition=full","pubTime":"2024-03-19 13:10","market":"us","language":"zh","title":"期权大单 | 英伟达本周能涨120%？散户入场或再造逼空风暴","url":"https://stock-news.laohu8.com/highlight/detail?id=1103656235","media":"老虎资讯综合","summary":"周一美股期权市场成交35,347,882张合约，其中看涨合约占比57%，看跌合约占比43%。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周一（3月18日）美股三大指数集体上涨。在此之前，道指已连跌三周，标普和纳指也连跌两周。美股期权市场成交35,347,882张合约，其中看涨合约（CALL）占比57%，看跌合约（PUT）占比43%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达本周剑指2000美元？谁在操纵？</h3><p>个股期权成交量方面，特斯拉、英伟达、苹果的地位不可撼动。<strong>受益于Model Y涨价，今年走势很颓的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>大涨6.25%，创最近六个月最大单日涨幅。</strong>面对压力，马斯克承认他服用氯胺酮来缓解情绪低潮，并他坚称自己的服药行为是合理的，并没有对他的工作产生负面影响。不过，由于长期不利因素尚未消失，投行纷纷下调特斯拉目标价。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ee0fb337a9728564b1de2ded044df54\" title=\"\" tg-width=\"432\" tg-height=\"831\"/></p><p>英伟达方面，周一，“AI春晚”GTC终于揭幕，AI芯片“Blackwell”发布。英伟达称，Blackwell的成本和能耗较前代低25倍，是全球最强大芯片，由 2080 亿个晶体管组成，采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>4nm制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型（LLM）推理。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1556e44110ba92e747e7ed5a35c9e8c\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>英伟达股价微涨0.7%，不过盘后跌幅近2%，市场对新品的态度显然有分歧，今日走势值得特别关注。</p><p>期权方面则出现了令人瞠目的情况：英伟达的CALL单很活跃，<strong>并且行权价来到了夸张的1940美元高位，较当前价涨幅近120%，到期日是本周五，这……能实现吗？</strong></p><h4 id=\"id_820039765\"><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240322 877.5 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240322%20877.5%20CALL\">$NVDA 20240322 877.5 CALL$</a></em> </h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d1d5c4e662e88f468f67fe3e8465a2\" title=\"\" tg-width=\"972\" tg-height=\"412\"/></p><p>据媒体披露，上述行权价1940美元的合约是以约900份/笔的小批量购买，这表明可能是散户在交易，他们总共支付了2.4万美元。</p><p>虽然我个人认为英伟达在本周不可能涨到那个价位，但是，只要英伟达行情向好，理论上散户们就可以出售这些合约获利。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fba2b0c24d2307836ae9eafd0a030b4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>不管背后是谁，这个夸张的操作让我们自然联想到曾经的“散户逼空风暴”——那些在游戏驿站、AMC院线身上发生过的事情，曾将华尔街逼到墙角，但留下的也只是一地鸡毛，普通投资者并没有真正获利，市场游戏规则也没有改变。这一次，如果“散户”想把英伟达当作撼动市场的支点，难度恐怕要远超想象！</p><p>本周英伟达真能翻倍上涨吗？极端价格背后又是谁在操纵呢？不妨谈谈您的观点吧。</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>期权大单 | 英伟达本周能涨120%？散户入场或再造逼空风暴</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期权大单 | 英伟达本周能涨120%？散户入场或再造逼空风暴\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\">2024-03-19 13:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周一（3月18日）美股三大指数集体上涨。在此之前，道指已连跌三周，标普和纳指也连跌两周。美股期权市场成交35,347,882张合约，其中看涨合约（CALL）占比57%，看跌合约（PUT）占比43%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达本周剑指2000美元？谁在操纵？</h3><p>个股期权成交量方面，特斯拉、英伟达、苹果的地位不可撼动。<strong>受益于Model Y涨价，今年走势很颓的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>大涨6.25%，创最近六个月最大单日涨幅。</strong>面对压力，马斯克承认他服用氯胺酮来缓解情绪低潮，并他坚称自己的服药行为是合理的，并没有对他的工作产生负面影响。不过，由于长期不利因素尚未消失，投行纷纷下调特斯拉目标价。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ee0fb337a9728564b1de2ded044df54\" title=\"\" tg-width=\"432\" tg-height=\"831\"/></p><p>英伟达方面，周一，“AI春晚”GTC终于揭幕，AI芯片“Blackwell”发布。英伟达称，Blackwell的成本和能耗较前代低25倍，是全球最强大芯片，由 2080 亿个晶体管组成，采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>4nm制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型（LLM）推理。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1556e44110ba92e747e7ed5a35c9e8c\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>英伟达股价微涨0.7%，不过盘后跌幅近2%，市场对新品的态度显然有分歧，今日走势值得特别关注。</p><p>期权方面则出现了令人瞠目的情况：英伟达的CALL单很活跃，<strong>并且行权价来到了夸张的1940美元高位，较当前价涨幅近120%，到期日是本周五，这……能实现吗？</strong></p><h4 id=\"id_820039765\"><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240322 877.5 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240322%20877.5%20CALL\">$NVDA 20240322 877.5 CALL$</a></em> </h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d1d5c4e662e88f468f67fe3e8465a2\" title=\"\" tg-width=\"972\" tg-height=\"412\"/></p><p>据媒体披露，上述行权价1940美元的合约是以约900份/笔的小批量购买，这表明可能是散户在交易，他们总共支付了2.4万美元。</p><p>虽然我个人认为英伟达在本周不可能涨到那个价位，但是，只要英伟达行情向好，理论上散户们就可以出售这些合约获利。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fba2b0c24d2307836ae9eafd0a030b4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>不管背后是谁，这个夸张的操作让我们自然联想到曾经的“散户逼空风暴”——那些在游戏驿站、AMC院线身上发生过的事情，曾将华尔街逼到墙角，但留下的也只是一地鸡毛，普通投资者并没有真正获利，市场游戏规则也没有改变。这一次，如果“散户”想把英伟达当作撼动市场的支点，难度恐怕要远超想象！</p><p>本周英伟达真能翻倍上涨吗？极端价格背后又是谁在操纵呢？不妨谈谈您的观点吧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c3105c114e1bf701c095b7d9a1f8430","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103656235","content_text":"市场概览周一（3月18日）美股三大指数集体上涨。在此之前，道指已连跌三周，标普和纳指也连跌两周。美股期权市场成交35,347,882张合约，其中看涨合约（CALL）占比57%，看跌合约（PUT）占比43%。期权成交观察：英伟达本周剑指2000美元？谁在操纵？个股期权成交量方面，特斯拉、英伟达、苹果的地位不可撼动。受益于Model Y涨价，今年走势很颓的特斯拉大涨6.25%，创最近六个月最大单日涨幅。面对压力，马斯克承认他服用氯胺酮来缓解情绪低潮，并他坚称自己的服药行为是合理的，并没有对他的工作产生负面影响。不过，由于长期不利因素尚未消失，投行纷纷下调特斯拉目标价。英伟达方面，周一，“AI春晚”GTC终于揭幕，AI芯片“Blackwell”发布。英伟达称，Blackwell的成本和能耗较前代低25倍，是全球最强大芯片，由 2080 亿个晶体管组成，采用台积电4nm制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型（LLM）推理。英伟达股价微涨0.7%，不过盘后跌幅近2%，市场对新品的态度显然有分歧，今日走势值得特别关注。期权方面则出现了令人瞠目的情况：英伟达的CALL单很活跃，并且行权价来到了夸张的1940美元高位，较当前价涨幅近120%，到期日是本周五，这……能实现吗？点击交易英伟达期权： $NVDA 20240322 877.5 CALL$ 据媒体披露，上述行权价1940美元的合约是以约900份/笔的小批量购买，这表明可能是散户在交易，他们总共支付了2.4万美元。虽然我个人认为英伟达在本周不可能涨到那个价位，但是，只要英伟达行情向好，理论上散户们就可以出售这些合约获利。不管背后是谁，这个夸张的操作让我们自然联想到曾经的“散户逼空风暴”——那些在游戏驿站、AMC院线身上发生过的事情，曾将华尔街逼到墙角，但留下的也只是一地鸡毛，普通投资者并没有真正获利，市场游戏规则也没有改变。这一次，如果“散户”想把英伟达当作撼动市场的支点，难度恐怕要远超想象！本周英伟达真能翻倍上涨吗？极端价格背后又是谁在操纵呢？不妨谈谈您的观点吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282027452637264,"gmtCreate":1709882863784,"gmtModify":1709882865604,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"认真努力去做，不然股价就要减肥了","listText":"认真努力去做，不然股价就要减肥了","text":"认真努力去做，不然股价就要减肥了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282027452637264","repostId":"1128720409","repostType":2,"repost":{"id":"1128720409","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":1709879376,"share":"https://www.laohu8.com/m/news/1128720409?lang=&edition=full","pubTime":"2024-03-08 14:29","market":"us","language":"zh","title":"期权大单 | 继续押涨，英伟达要破千？挤掉特斯拉，减肥药热辣滚烫","url":"https://stock-news.laohu8.com/highlight/detail?id=1128720409","media":"老虎资讯综合","summary":"周四美股期权市场成交42,851,737张合约，其中看涨合约占比59%，看跌合约占比41%。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周四，美股三大指数集体收涨，纳指创下新的盘中纪录高点，标普500指数创下收盘纪录新高。美股期权市场成交42,851,737张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达即将破千？</h3><p>特斯拉、英伟达、苹果依然排在个股成交的前三位。英伟达涨超4%再创新高，股价破900美元！市值达2.32万亿美元，与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>相差不足3000亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/823e43a85e36c127576048d1770a41c9\" title=\"\" tg-width=\"436\" tg-height=\"831\"/></p><p>期权成交方面，英伟达已经有1000美元行权价的布局，这将是一个重大的历史时刻，我们或许在周五或下周见证！</p><p><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240308 915.0 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240308%20915.0%20CALL\">$NVDA 20240308 915.0 CALL$</a></em> </p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84314af430c7cf0704fd385d0f6ad004\" title=\"\" tg-width=\"969\" tg-height=\"419\"/></p><h3 id=\"id_1007644994\">异动观察：超越特斯拉，这家公司热辣滚烫</h3><p>周四，减肥药“一哥”诺和诺德大涨近9%，该公司公布了其新型实验性减肥药物amycretin的早期试验数据，与已经名声大噪的Wegovy相比，amycretin的减肥效果更佳。受此消息带动，投资者热情高涨，将诺和诺德的股价推升至历史新高，市值升至5660亿美元的惊人水平，超越特斯拉和Visa。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7eecaab5945ca4697bf97bcbf2a50817\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>期权方面，诺和诺德的CALL单十分热辣滚烫，行权价高至150美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b910ad94d4b94c7c355e8a27c7253a01\" title=\"\" tg-width=\"967\" tg-height=\"412\"/></p><p>消息面上，诺和诺德表示，预计Wegovy将于今年获批在中国上市。这款产品最初将专注于自费购买的患者。而<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师本周更是表示，散户交易者已将关注点转向制药股，上周抛售了“七巨头”的大部分股票。</p><p>爱了这么多年的马斯克，就要被减肥药“取代”了？您怎么看，不妨在评论区聊聊吧。</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>期权大单 | 继续押涨，英伟达要破千？挤掉特斯拉，减肥药热辣滚烫</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单 | 继续押涨，英伟达要破千？挤掉特斯拉，减肥药热辣滚烫\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\">2024-03-08 14:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周四，美股三大指数集体收涨，纳指创下新的盘中纪录高点，标普500指数创下收盘纪录新高。美股期权市场成交42,851,737张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达即将破千？</h3><p>特斯拉、英伟达、苹果依然排在个股成交的前三位。英伟达涨超4%再创新高，股价破900美元！市值达2.32万亿美元，与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>相差不足3000亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/823e43a85e36c127576048d1770a41c9\" title=\"\" tg-width=\"436\" tg-height=\"831\"/></p><p>期权成交方面，英伟达已经有1000美元行权价的布局，这将是一个重大的历史时刻，我们或许在周五或下周见证！</p><p><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240308 915.0 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240308%20915.0%20CALL\">$NVDA 20240308 915.0 CALL$</a></em> </p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84314af430c7cf0704fd385d0f6ad004\" title=\"\" tg-width=\"969\" tg-height=\"419\"/></p><h3 id=\"id_1007644994\">异动观察：超越特斯拉，这家公司热辣滚烫</h3><p>周四，减肥药“一哥”诺和诺德大涨近9%，该公司公布了其新型实验性减肥药物amycretin的早期试验数据，与已经名声大噪的Wegovy相比，amycretin的减肥效果更佳。受此消息带动，投资者热情高涨，将诺和诺德的股价推升至历史新高，市值升至5660亿美元的惊人水平，超越特斯拉和Visa。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7eecaab5945ca4697bf97bcbf2a50817\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>期权方面，诺和诺德的CALL单十分热辣滚烫，行权价高至150美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b910ad94d4b94c7c355e8a27c7253a01\" title=\"\" tg-width=\"967\" tg-height=\"412\"/></p><p>消息面上，诺和诺德表示，预计Wegovy将于今年获批在中国上市。这款产品最初将专注于自费购买的患者。而<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师本周更是表示，散户交易者已将关注点转向制药股，上周抛售了“七巨头”的大部分股票。</p><p>爱了这么多年的马斯克，就要被减肥药“取代”了？您怎么看，不妨在评论区聊聊吧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/511b9adbfb304f83dd5e036e3c3eb59a","relate_stocks":{"NVO":"诺和诺德","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128720409","content_text":"市场概览周四，美股三大指数集体收涨，纳指创下新的盘中纪录高点，标普500指数创下收盘纪录新高。美股期权市场成交42,851,737张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。期权成交观察：英伟达即将破千？特斯拉、英伟达、苹果依然排在个股成交的前三位。英伟达涨超4%再创新高，股价破900美元！市值达2.32万亿美元，与苹果相差不足3000亿美元。期权成交方面，英伟达已经有1000美元行权价的布局，这将是一个重大的历史时刻，我们或许在周五或下周见证！点击交易英伟达期权： $NVDA 20240308 915.0 CALL$ 异动观察：超越特斯拉，这家公司热辣滚烫周四，减肥药“一哥”诺和诺德大涨近9%，该公司公布了其新型实验性减肥药物amycretin的早期试验数据，与已经名声大噪的Wegovy相比，amycretin的减肥效果更佳。受此消息带动，投资者热情高涨，将诺和诺德的股价推升至历史新高，市值升至5660亿美元的惊人水平，超越特斯拉和Visa。期权方面，诺和诺德的CALL单十分热辣滚烫，行权价高至150美元。消息面上，诺和诺德表示，预计Wegovy将于今年获批在中国上市。这款产品最初将专注于自费购买的患者。而摩根大通分析师本周更是表示，散户交易者已将关注点转向制药股，上周抛售了“七巨头”的大部分股票。爱了这么多年的马斯克，就要被减肥药“取代”了？您怎么看，不妨在评论区聊聊吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279711211061336,"gmtCreate":1709310286494,"gmtModify":1709310287887,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 买英伟达","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 买英伟达","text":"$英伟达(NVDA)$ 买英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/279711211061336","isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279695145234712,"gmtCreate":1709306425112,"gmtModify":1709306426270,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 张忠谋：AI需求不是几千万片产能 是要更多晶圆厂","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 张忠谋：AI需求不是几千万片产能 是要更多晶圆厂","text":"$台积电(TSM)$ 张忠谋：AI需求不是几千万片产能 是要更多晶圆厂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279695145234712","isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271163982778472,"gmtCreate":1707239906590,"gmtModify":1707239908452,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"巴菲特注资后，公司再回购股份，让股价涨更多","listText":"巴菲特注资后，公司再回购股份，让股价涨更多","text":"巴菲特注资后，公司再回购股份，让股价涨更多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271163982778472","repostId":"2409407824","repostType":2,"repost":{"id":"2409407824","pubTimestamp":1707232847,"share":"https://www.laohu8.com/m/news/2409407824?lang=&edition=full","pubTime":"2024-02-06 23:20","market":"sh","language":"zh","title":"三菱商事拟斥资5000亿日元回购至多10%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2409407824","media":"金融界","summary":"巴菲特注资的三菱商事周二宣布，计划斥资至多5000亿日元（约合33.7亿美元）回购至多10%的股份。该公司在一份声明中说，此次回购将在2月7日至9月30日之间进行。该公司还计划在10月31日注销该计划项下回购的所有股票。\n\n\r\n            责任编辑：史文瑞","content":"<html><body><div>\n<p>巴菲特注资的三菱商事周二宣布，计划斥资至多5000亿日元（约合33.7亿美元）回购至多10%的股份。</p><p>该公司在一份声明中说，此次回购将在2月7日至9月30日之间进行。该公司还计划在10月31日注销该计划项下回购的所有股票。</p>\n<div>\n<div>\r\n            责任编辑：史文瑞\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_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>三菱商事拟斥资5000亿日元回购至多10%股份</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":"","relate_stocks":{"LU0251142724.SGD":"Fidelity America A-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4176":"多领域控股","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4550":"红杉资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4581":"高盛持仓","LU0971096721.USD":"富达环球金融服务 A","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0980610538.SGD":"Natixis Harris Associates US Equity RA 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 高点回跌幅度，还未超过一半","text":"$特斯拉(TSLA)$ 高点回跌幅度，还未超过一半","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271091168235760","isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269594167951480,"gmtCreate":1706835708712,"gmtModify":1706835710159,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"产品设计性能，能否让使用者黏上","listText":"产品设计性能，能否让使用者黏上","text":"产品设计性能，能否让使用者黏上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269594167951480","repostId":"1178029246","repostType":2,"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251984525987912,"gmtCreate":1702537937565,"gmtModify":1702537939131,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"卖PUT收取权利金，及可以抵接买股","listText":"卖PUT收取权利金，及可以抵接买股","text":"卖PUT收取权利金，及可以抵接买股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251984525987912","repostId":"1172627855","repostType":2,"repost":{"id":"1172627855","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":1702535293,"share":"https://www.laohu8.com/m/news/1172627855?lang=&edition=full","pubTime":"2023-12-14 14:28","market":"us","language":"zh","title":"期权大单 | 伴随“鸽声”，押注“人类首家4万亿美元市值公司”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1172627855","media":"老虎资讯综合","summary":"周三美股期权市场成交49,072,676张合约，看涨合约占比59%，看跌合约占比41%。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><ul style=\"\"><li><p>美东时间周三，美股三大股指集体收涨，道指创下历史新高，纳指、标普500指数创去年年初以来新高。</p></li><li><p><strong>宏观层面，美联储如预期按兵不动，公布的点阵图显示本轮加息周期已完成，官员们预计2024年将降息三次。在随后鲍的新闻发布会上，鲍威尔表示“降息已开始进入视野”，决策者正在思考、讨论何时降息合适。</strong></p></li><li><p>美股期权市场成交49,072,676张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。</p></li></ul><h3 id=\"id_680536718\">期权成交观察：人类首家4万亿美元市值公司已经起跑？</h3><p>个股期权方面，特斯拉依旧排名第一。英伟达紧随其后，苹果升至个股排行第三位。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8c798a0848a77f4bd14f86fee10a9a\" title=\"\" tg-width=\"434\" tg-height=\"834\"/></p><p>周三，全球市值最高公司——苹果涨近2%，市值超过3万亿美元。2023年迄今，苹果市值增长已超过1万亿美元，涨幅52%。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0505706f80f980dcc389c888f945e512\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">按照Wedbush分析师Dan Ives的预计，<strong>随着美国货币政策转向、Vision Pro上市、iPhone 16上市等一系列利好因素来临，苹果公司可能会在2024年成为历史上首家市值突破4万亿美元的公司！</strong></p><p style=\"text-align: justify;\">Ives预计，苹果今年的 iPhone 交付量将超过华尔街预期的 2.2 亿至 2.3 亿部。并且，目前全球约有 2.4 亿部 iPhone 正处于 iPhone 15 的升级窗口期，而且服务需求将在 2024 财年重新加速。</p><p>在期权成交方面，我们看到昨日的布局相对谨慎，周内看涨单的行权价高点在202.5美元，190美元似乎被认为是一个较为安全的位置。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7caede0f58d11fc7d72890f1d6b750b7\" title=\"\" tg-width=\"649\" tg-height=\"421\"/></p><p style=\"text-align: justify;\">不太乐观的一面是，与上年同期相比，苹果公司 2023 财年每个季度的营收都在下降。上个月，苹果预测假日季度的销售额将与去年持平，令一些投资者感到失望。</p><p style=\"text-align: justify;\">因此，4万亿美元市值即使成真，也不会是一蹴而就的事情，大概率需要长时间的震荡波动。不过，这也给期权操作留下了充裕的空间，既可以享受波段收益，也可以布局长线趋势，还能尽量对冲风险。</p><p><strong>点击交易苹果公司期权：<a class=\"teditor-mention\" data-mention-id=\"AAPL 20231215 192.5 CALL\" data-mention-name=\"AAPL\" href=\"https://laohu8.com/OPT/AAPL%2020231215%20192.5%20CALL\">$AAPL 20231215 192.5 CALL$</a></strong></p><p>您会按照4万亿美元的光辉前景，去布局苹果股票期权吗？</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>期权大单 | 伴随“鸽声”，押注“人类首家4万亿美元市值公司”？</title>\n<style 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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期权大单 | 伴随“鸽声”，押注“人类首家4万亿美元市值公司”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-12-14 14:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><ul style=\"\"><li><p>美东时间周三，美股三大股指集体收涨，道指创下历史新高，纳指、标普500指数创去年年初以来新高。</p></li><li><p><strong>宏观层面，美联储如预期按兵不动，公布的点阵图显示本轮加息周期已完成，官员们预计2024年将降息三次。在随后鲍的新闻发布会上，鲍威尔表示“降息已开始进入视野”，决策者正在思考、讨论何时降息合适。</strong></p></li><li><p>美股期权市场成交49,072,676张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。</p></li></ul><h3 id=\"id_680536718\">期权成交观察：人类首家4万亿美元市值公司已经起跑？</h3><p>个股期权方面，特斯拉依旧排名第一。英伟达紧随其后，苹果升至个股排行第三位。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8c798a0848a77f4bd14f86fee10a9a\" title=\"\" tg-width=\"434\" tg-height=\"834\"/></p><p>周三，全球市值最高公司——苹果涨近2%，市值超过3万亿美元。2023年迄今，苹果市值增长已超过1万亿美元，涨幅52%。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0505706f80f980dcc389c888f945e512\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">按照Wedbush分析师Dan Ives的预计，<strong>随着美国货币政策转向、Vision Pro上市、iPhone 16上市等一系列利好因素来临，苹果公司可能会在2024年成为历史上首家市值突破4万亿美元的公司！</strong></p><p style=\"text-align: justify;\">Ives预计，苹果今年的 iPhone 交付量将超过华尔街预期的 2.2 亿至 2.3 亿部。并且，目前全球约有 2.4 亿部 iPhone 正处于 iPhone 15 的升级窗口期，而且服务需求将在 2024 财年重新加速。</p><p>在期权成交方面，我们看到昨日的布局相对谨慎，周内看涨单的行权价高点在202.5美元，190美元似乎被认为是一个较为安全的位置。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7caede0f58d11fc7d72890f1d6b750b7\" title=\"\" tg-width=\"649\" tg-height=\"421\"/></p><p style=\"text-align: justify;\">不太乐观的一面是，与上年同期相比，苹果公司 2023 财年每个季度的营收都在下降。上个月，苹果预测假日季度的销售额将与去年持平，令一些投资者感到失望。</p><p style=\"text-align: justify;\">因此，4万亿美元市值即使成真，也不会是一蹴而就的事情，大概率需要长时间的震荡波动。不过，这也给期权操作留下了充裕的空间，既可以享受波段收益，也可以布局长线趋势，还能尽量对冲风险。</p><p><strong>点击交易苹果公司期权：<a class=\"teditor-mention\" data-mention-id=\"AAPL 20231215 192.5 CALL\" data-mention-name=\"AAPL\" href=\"https://laohu8.com/OPT/AAPL%2020231215%20192.5%20CALL\">$AAPL 20231215 192.5 CALL$</a></strong></p><p>您会按照4万亿美元的光辉前景，去布局苹果股票期权吗？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40ec3def981bd8ed848cbde61f044f04","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172627855","content_text":"市场概览美东时间周三，美股三大股指集体收涨，道指创下历史新高，纳指、标普500指数创去年年初以来新高。宏观层面，美联储如预期按兵不动，公布的点阵图显示本轮加息周期已完成，官员们预计2024年将降息三次。在随后鲍的新闻发布会上，鲍威尔表示“降息已开始进入视野”，决策者正在思考、讨论何时降息合适。美股期权市场成交49,072,676张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。期权成交观察：人类首家4万亿美元市值公司已经起跑？个股期权方面，特斯拉依旧排名第一。英伟达紧随其后，苹果升至个股排行第三位。周三，全球市值最高公司——苹果涨近2%，市值超过3万亿美元。2023年迄今，苹果市值增长已超过1万亿美元，涨幅52%。按照Wedbush分析师Dan Ives的预计，随着美国货币政策转向、Vision Pro上市、iPhone 16上市等一系列利好因素来临，苹果公司可能会在2024年成为历史上首家市值突破4万亿美元的公司！Ives预计，苹果今年的 iPhone 交付量将超过华尔街预期的 2.2 亿至 2.3 亿部。并且，目前全球约有 2.4 亿部 iPhone 正处于 iPhone 15 的升级窗口期，而且服务需求将在 2024 财年重新加速。在期权成交方面，我们看到昨日的布局相对谨慎，周内看涨单的行权价高点在202.5美元，190美元似乎被认为是一个较为安全的位置。不太乐观的一面是，与上年同期相比，苹果公司 2023 财年每个季度的营收都在下降。上个月，苹果预测假日季度的销售额将与去年持平，令一些投资者感到失望。因此，4万亿美元市值即使成真，也不会是一蹴而就的事情，大概率需要长时间的震荡波动。不过，这也给期权操作留下了充裕的空间，既可以享受波段收益，也可以布局长线趋势，还能尽量对冲风险。点击交易苹果公司期权：$AAPL 20231215 192.5 CALL$您会按照4万亿美元的光辉前景，去布局苹果股票期权吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251103788208320,"gmtCreate":1702312717532,"gmtModify":1702312719349,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"美降息时间如延后，股价就可能下跌修正","listText":"美降息时间如延后，股价就可能下跌修正","text":"美降息时间如延后，股价就可能下跌修正","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251103788208320","repostId":"2390805732","repostType":2,"repost":{"id":"2390805732","pubTimestamp":1702277124,"share":"https://www.laohu8.com/m/news/2390805732?lang=&edition=full","pubTime":"2023-12-11 14:45","market":"us","language":"zh","title":"明年美股怎么走？仍需看七大科技巨头AI盈利“脸色”","url":"https://stock-news.laohu8.com/highlight/detail?id=2390805732","media":"智通财经","summary":"“我不是在呼吁明年扩大市盈率;回报必须来自那些真正实现更高利润的公司。”这些公司在第三季度刚刚实现了创纪录的990亿美元利润。这家芯片制造商预计今年将产生约280亿美元的利润，远高于去年的约44亿美元。大型科技公司利润增长将放缓其他大型科技股尚未显示出多少人工智能方面的进展。股价的上涨速度超过了盈利预期。“认为这一趋势已经见顶是徒劳无益的，”Segner表示。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/161125\">标普500</a>指数的命运越来越取决于少数几家最大的科技公司能否利用人工智能(AI)投资获得更高的利润。</p><p>智通财经APP了解到，包括<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)在内的七家公司贡献了该指数今年约四分之三的涨幅。投资者痴迷于人工智能颠覆大部分经济领域的潜力，推动了大型科技股上涨。这些科技巨头的估值很高，平均市盈率为32倍，它们兑现人工智能盈利承诺的压力越来越大。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>证券公司首席执行官Mark Lehmann表示:“我们越来越接近这样一个时刻，即那些声称与人工智能相关的公司必须开始展示它们的利润。”“我不是在呼吁明年扩大市盈率;回报必须来自那些真正实现更高利润的公司。”</p><p>这些公司在第三季度刚刚实现了创纪录的990亿美元利润。如今，人们对这些公司提出了更多的要求，表明这些今年市值增加了约5万亿美元的股票的风险有多高。它们在标普500指数中占比接近30%，对该指数的影响力比以往任何时候都大。</p><p>英伟达是唯一一家由于对人工智能的需求而实现业绩大幅增长的大型公司。这家芯片制造商预计今年将产生约280亿美元的利润，远高于去年的约44亿美元。大部分收益来自所谓的加速器芯片的销售，这些芯片用于训练支持ChatGPT等应用程序的大语言模型。</p><p><strong>大型科技公司利润增长将放缓</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ecd1dbde0c5c82dea875f9089c78e94\" title=\"\" tg-width=\"735\" tg-height=\"416\"/></p><p>其他大型科技股尚未显示出多少人工智能方面的进展。由于向ChatGPT的开发商OpenAI投资了130亿美元，微软可以说是在人工智能领域处于第二有利地位的公司，但在截至6月份的财年中，微软的收益略低于上一财年。对于下一财年，分析师平均预计该公司收益将增长17%。</p><p>股价的上涨速度超过了盈利预期。这7家公司的平均预期市盈率高于年初的约21倍，但低于7月份36倍的峰值。有些公司，比如Facebook的母公司<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>(META.US)，市盈率只有19倍，相对便宜。另一方面，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)是估值最高的公司，市盈率为63倍。</p><p><strong>大型科技公司估值重返高位</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e63b3df25e885c8cf8d81892d1086ab7\" title=\"\" tg-width=\"835\" tg-height=\"468\"/></p><p>一些投资者认为，这些估值水平可能太低了。Jennison Associates的科技股投资组合经理Nick Rubinstein相信，人工智能带来的利润将帮助一些大型科技股在当前价格下看起来很划算。</p><p>他表示:“我现在比很长一段时间都更兴奋。”“很多行业都能从中受益，而人工智能的军火商应该会受益更多。”</p><p>七大科技巨头还包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet (GOOG.US)。这些巨头以及标普500指数的未来涨幅，至少在一定程度上取决于宏观背景。投资者对前景感到乐观:美国将避免陷入衰退，美联储最早将在2024年上半年降息。</p><p>许多人不愿预测科技股明年会下跌。但Leuthold Group的高级研究分析师兼联席投资组合经理Phil Segner表示，即使这些股票不下跌，在估值已经如此之高的情况下，尚不清楚它们还能上涨多少。例如，英伟达股价在2023年下半年的大部分时间里都在区间内徘徊，尽管该公司利润大幅增长。</p><p>“认为这一趋势已经见顶是徒劳无益的，”Segner表示。“我不能说这种情况会持续到明年，但在某个时候，我认为人们应该意识到这些股票在他们的投资组合中存在的风险。”</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\" 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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明年美股怎么走？仍需看七大科技巨头AI盈利“脸色”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-11 14:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1036002.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>标普500指数的命运越来越取决于少数几家最大的科技公司能否利用人工智能(AI)投资获得更高的利润。智通财经APP了解到，包括微软(MSFT.US)和英伟达(NVDA.US)在内的七家公司贡献了该指数今年约四分之三的涨幅。投资者痴迷于人工智能颠覆大部分经济领域的潜力，推动了大型科技股上涨。这些科技巨头的估值很高，平均市盈率为32倍，它们兑现人工智能盈利承诺的压力越来越大。摩根大通证券公司首席执行官...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1036002.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5c6ddc2efddc6392ca684fe92cf49da2","relate_stocks":{"LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓",".DJI":"道琼斯","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD",".IXIC":"NASDAQ 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Lehmann表示:“我们越来越接近这样一个时刻，即那些声称与人工智能相关的公司必须开始展示它们的利润。”“我不是在呼吁明年扩大市盈率;回报必须来自那些真正实现更高利润的公司。”这些公司在第三季度刚刚实现了创纪录的990亿美元利润。如今，人们对这些公司提出了更多的要求，表明这些今年市值增加了约5万亿美元的股票的风险有多高。它们在标普500指数中占比接近30%，对该指数的影响力比以往任何时候都大。英伟达是唯一一家由于对人工智能的需求而实现业绩大幅增长的大型公司。这家芯片制造商预计今年将产生约280亿美元的利润，远高于去年的约44亿美元。大部分收益来自所谓的加速器芯片的销售，这些芯片用于训练支持ChatGPT等应用程序的大语言模型。大型科技公司利润增长将放缓其他大型科技股尚未显示出多少人工智能方面的进展。由于向ChatGPT的开发商OpenAI投资了130亿美元，微软可以说是在人工智能领域处于第二有利地位的公司，但在截至6月份的财年中，微软的收益略低于上一财年。对于下一财年，分析师平均预计该公司收益将增长17%。股价的上涨速度超过了盈利预期。这7家公司的平均预期市盈率高于年初的约21倍，但低于7月份36倍的峰值。有些公司，比如Facebook的母公司Meta Platforms(META.US)，市盈率只有19倍，相对便宜。另一方面，特斯拉(TSLA.US)是估值最高的公司，市盈率为63倍。大型科技公司估值重返高位一些投资者认为，这些估值水平可能太低了。Jennison Associates的科技股投资组合经理Nick Rubinstein相信，人工智能带来的利润将帮助一些大型科技股在当前价格下看起来很划算。他表示:“我现在比很长一段时间都更兴奋。”“很多行业都能从中受益，而人工智能的军火商应该会受益更多。”七大科技巨头还包括苹果(AAPL.US)、亚马逊(AMZN.US)和谷歌母公司Alphabet (GOOG.US)。这些巨头以及标普500指数的未来涨幅，至少在一定程度上取决于宏观背景。投资者对前景感到乐观:美国将避免陷入衰退，美联储最早将在2024年上半年降息。许多人不愿预测科技股明年会下跌。但Leuthold Group的高级研究分析师兼联席投资组合经理Phil Segner表示，即使这些股票不下跌，在估值已经如此之高的情况下，尚不清楚它们还能上涨多少。例如，英伟达股价在2023年下半年的大部分时间里都在区间内徘徊，尽管该公司利润大幅增长。“认为这一趋势已经见顶是徒劳无益的，”Segner表示。“我不能说这种情况会持续到明年，但在某个时候，我认为人们应该意识到这些股票在他们的投资组合中存在的风险。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251053956833528,"gmtCreate":1702300668384,"gmtModify":1702300669910,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中国市场抵过众多市场","listText":"中国市场抵过众多市场","text":"中国市场抵过众多市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251053956833528","repostId":"2390806943","repostType":2,"repost":{"id":"2390806943","pubTimestamp":1702280100,"share":"https://www.laohu8.com/m/news/2390806943?lang=&edition=full","pubTime":"2023-12-11 15:35","market":"us","language":"zh","title":"为寻求创收新引擎，英伟达发力布局东南亚市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2390806943","media":"智通财经网","summary":"英伟达已经将目光瞄准东南亚市场。","content":"<html><head></head><body><p>全球AI芯片领导者<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在周一表示，该公司计划在未来全面扩大与越南最顶尖科技公司的合作规模，并且支持越南培训开发人工智能和数字基础设施相关的顶尖人才。在全球AI浪潮助力下，英伟达为全球数据中心提供A100/H100芯片的业务部门——数据中心业务部门Q3创造的营收达到145亿美元，较上年同期增长约279%，因此，为了全面抓住全球企业布局生成式AI的大趋势，以及保持强劲业绩增速，英伟达当前正在寻找全新的创收引擎。目前，英伟达已经将目光瞄准东南亚市场。</p><p>据了解，白宫9月发布的一份文件显示，美国政府全面升级与越南的外交关系。英伟达表示，目前已经在越南投资了2.5亿美元，并且该公司已经与越南国内领先的科技公司合作，在云计算、汽车制造和医疗保健行业全面部署人工智能。</p><p>“越南已经是我们的合作伙伴，我们在这里有数百万规模的客户群体，”英伟达首席执行官黄仁勋(Jensen Huang)在越南河内的一次活动中表示，这是他首次访问越南。</p><p>“越南和英伟达将加深我们的合作关系以及合作规模，Viettel、FPT、Vingroup、VNG是英伟达最希望全面扩大合作规模的合作伙伴，”黄仁勋表示，并补充称，英伟达将支持越南的人工智能人才培训计划以及相关的基础设施建设。</p><p>据媒体报道称，英伟达还将于周一与越南一些科技公司和一些政府部门讨论芯片领域的合作协议。</p><p>黄仁勋此次访问越南正值越南试图将该国的高科技产业链全面扩展到芯片设计以及寻求在芯片制造领域占领一席之地。在周一的活动中，越南计划与投资部部长阮志勇表示，越南一直在准备相关机制和激励措施，以吸引芯片领域和人工智能行业的重磅投资项目。</p><p>此外，据媒体报道，在周日与越南总理范明政会晤后，英伟达CEO黄仁勋提议在越南建立一个研发基地，越南计划与投资部部长阮志勇几乎同一时间也提议让英伟达考虑在越南建立一部分与研发相关的基础设施。</p><p><strong>抓住大趋势! 英伟达近期加大力度布局东南亚市场</strong></p><p>据了解，在英伟达表示将扩大与越南的合作伙伴关系之前，英伟达已经与马来西亚企业集团YTL就数据中心交易进行深入谈判，近期英伟达的这些举动显示这家市值超过1万亿美元的美国芯片巨头正在东南亚地区寻求更大规模的芯片业务范围，全面抓住全球企业布局生成式AI的大趋势。</p><p>随着AI技术不断突破，以及AI与应用融合趋于完善，全球各企业竞相布局以生成式人工智能为代表的先进技术，帮助企业实现赋能新业务，以及优化决策流程和经营效率，从而催生出对人工智能更多元的定制化需求。IDC最新数据显示，2022年全球人工智能IT总投资规模为1288亿美元，预计2027年增至4236亿美元，五年复合增长率(CAGR)约为26.9%。</p><p>媒体报道称，英伟达与马来西亚企业集团YTL的潜在合作将包括在云基础设施方面的合作，并可能以YTL位于马来西亚南部柔佛州(Johor)的数据中心为基础。柔佛州与另一东南亚国家新加坡接壤。</p><p>据媒体报道，该数据中心预计将于2024年中期正式投入运营，并且将大量部署英伟达H100 GPU，寻求利用英伟达的重要基础硬件来构建基于马来西亚本地语言的大语言模型(LLM)。</p><p>值得注意的是，马来西亚是东南亚重要数据中心<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>之一，并且该国正迎来人工智能和芯片制造业快速发展新阶段。近年来，包括<a href=\"https://laohu8.com/S/INTC\">英特尔</a>和<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>在内的全球顶级芯片制造公司已向该国投资数十亿美元。</p><p>“YTL是一家非凡的公司，马来西亚是东南亚云计算基础设施的重要枢纽，这需要获得土地，设施和电力，而YTL可以在其中发挥重要作用，”黄仁勋在新闻发布会上表示。“无论以何种方式与YTL合作，对我们来说都是一种荣幸。”</p><p>对于英伟达来说，东南亚作为“成长中的科技中心”市场正变得越来越重要。黄仁勋表示，英伟达正在考虑在新加坡或马来西亚支持建设与人工智能基础设施有关的项目。黄仁勋在近期曾表示，可能将在新加坡“宣布一些大型投资计划”。</p><p>在截至10月份的季度业绩中，英伟达来自新加坡的营收同比增长401%至约27亿美元，占总营收的15%。据了解，来自美国和中国科技巨头的许多亚洲总部都设立在新加坡，人工智能<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>超过1100家。黄仁勋还表示，英伟达寻求与马来西亚大约80家初创公司进行合作。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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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为寻求创收新引擎，英伟达发力布局东南亚市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-11 15:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1036171.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球AI芯片领导者英伟达在周一表示，该公司计划在未来全面扩大与越南最顶尖科技公司的合作规模，并且支持越南培训开发人工智能和数字基础设施相关的顶尖人才。在全球AI浪潮助力下，英伟达为全球数据中心提供A100/H100芯片的业务部门——数据中心业务部门Q3创造的营收达到145亿美元，较上年同期增长约279%，因此，为了全面抓住全球企业布局生成式AI的大趋势，以及保持强劲业绩增速，英伟达当前正在寻找全新...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1036171.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4529":"IDC概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4588":"碎股","BK4581":"高盛持仓","NVDA":"英伟达","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4587":"ChatGPT概念","BK4549":"软银资本持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1036171.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2390806943","content_text":"全球AI芯片领导者英伟达在周一表示，该公司计划在未来全面扩大与越南最顶尖科技公司的合作规模，并且支持越南培训开发人工智能和数字基础设施相关的顶尖人才。在全球AI浪潮助力下，英伟达为全球数据中心提供A100/H100芯片的业务部门——数据中心业务部门Q3创造的营收达到145亿美元，较上年同期增长约279%，因此，为了全面抓住全球企业布局生成式AI的大趋势，以及保持强劲业绩增速，英伟达当前正在寻找全新的创收引擎。目前，英伟达已经将目光瞄准东南亚市场。据了解，白宫9月发布的一份文件显示，美国政府全面升级与越南的外交关系。英伟达表示，目前已经在越南投资了2.5亿美元，并且该公司已经与越南国内领先的科技公司合作，在云计算、汽车制造和医疗保健行业全面部署人工智能。“越南已经是我们的合作伙伴，我们在这里有数百万规模的客户群体，”英伟达首席执行官黄仁勋(Jensen Huang)在越南河内的一次活动中表示，这是他首次访问越南。“越南和英伟达将加深我们的合作关系以及合作规模，Viettel、FPT、Vingroup、VNG是英伟达最希望全面扩大合作规模的合作伙伴，”黄仁勋表示，并补充称，英伟达将支持越南的人工智能人才培训计划以及相关的基础设施建设。据媒体报道称，英伟达还将于周一与越南一些科技公司和一些政府部门讨论芯片领域的合作协议。黄仁勋此次访问越南正值越南试图将该国的高科技产业链全面扩展到芯片设计以及寻求在芯片制造领域占领一席之地。在周一的活动中，越南计划与投资部部长阮志勇表示，越南一直在准备相关机制和激励措施，以吸引芯片领域和人工智能行业的重磅投资项目。此外，据媒体报道，在周日与越南总理范明政会晤后，英伟达CEO黄仁勋提议在越南建立一个研发基地，越南计划与投资部部长阮志勇几乎同一时间也提议让英伟达考虑在越南建立一部分与研发相关的基础设施。抓住大趋势! 英伟达近期加大力度布局东南亚市场据了解，在英伟达表示将扩大与越南的合作伙伴关系之前，英伟达已经与马来西亚企业集团YTL就数据中心交易进行深入谈判，近期英伟达的这些举动显示这家市值超过1万亿美元的美国芯片巨头正在东南亚地区寻求更大规模的芯片业务范围，全面抓住全球企业布局生成式AI的大趋势。随着AI技术不断突破，以及AI与应用融合趋于完善，全球各企业竞相布局以生成式人工智能为代表的先进技术，帮助企业实现赋能新业务，以及优化决策流程和经营效率，从而催生出对人工智能更多元的定制化需求。IDC最新数据显示，2022年全球人工智能IT总投资规模为1288亿美元，预计2027年增至4236亿美元，五年复合增长率(CAGR)约为26.9%。媒体报道称，英伟达与马来西亚企业集团YTL的潜在合作将包括在云基础设施方面的合作，并可能以YTL位于马来西亚南部柔佛州(Johor)的数据中心为基础。柔佛州与另一东南亚国家新加坡接壤。据媒体报道，该数据中心预计将于2024年中期正式投入运营，并且将大量部署英伟达H100 GPU，寻求利用英伟达的重要基础硬件来构建基于马来西亚本地语言的大语言模型(LLM)。值得注意的是，马来西亚是东南亚重要数据中心枢纽之一，并且该国正迎来人工智能和芯片制造业快速发展新阶段。近年来，包括英特尔和英飞凌在内的全球顶级芯片制造公司已向该国投资数十亿美元。“YTL是一家非凡的公司，马来西亚是东南亚云计算基础设施的重要枢纽，这需要获得土地，设施和电力，而YTL可以在其中发挥重要作用，”黄仁勋在新闻发布会上表示。“无论以何种方式与YTL合作，对我们来说都是一种荣幸。”对于英伟达来说，东南亚作为“成长中的科技中心”市场正变得越来越重要。黄仁勋表示，英伟达正在考虑在新加坡或马来西亚支持建设与人工智能基础设施有关的项目。黄仁勋在近期曾表示，可能将在新加坡“宣布一些大型投资计划”。在截至10月份的季度业绩中，英伟达来自新加坡的营收同比增长401%至约27亿美元，占总营收的15%。据了解，来自美国和中国科技巨头的许多亚洲总部都设立在新加坡，人工智能创业公司超过1100家。黄仁勋还表示，英伟达寻求与马来西亚大约80家初创公司进行合作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249571252453528,"gmtCreate":1701940467262,"gmtModify":1701940468878,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"想压低吃货吗？","listText":"想压低吃货吗？","text":"想压低吃货吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249571252453528","repostId":"2389368012","repostType":2,"repost":{"id":"2389368012","pubTimestamp":1701934116,"share":"https://www.laohu8.com/m/news/2389368012?lang=&edition=full","pubTime":"2023-12-07 15:28","market":"us","language":"en","title":"The Magnificent 7 Aren't So Magnificent Right Now, Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2389368012","media":"seekingalpha","summary":"Good question, and it raises another question. Shouldn’t we wait until these names go down a decent amount, let’s say 10% - 15% Sure that is if these names will go down significantly more. META and GOOGL are already nearly there, MSFT and AMZN haven’t gone anywhere. To that observation, I say, exactly!","content":"<html><body><ul><li>Tech titans like Microsoft, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Alphabet, and Amazon have experienced slight declines in their stock prices.</li><li>I suggest waiting for a larger drop before buying these stocks isn't feasible, but highlight the potential for future growth in revenue and AI-powered services.</li><li>The market is currently consolidating, with smaller stocks making new highs, and interest rates falling, leading to increased investment isolated to small-cap stocks for now. This will change.</li></ul><figure><picture> <img height=\"1317px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1419657395/image_1419657395.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Wahaj Ali Khan</p></figcaption></figure><h2>To see these tech titans falter at all is jarring, yet let’s look at them realistically</h2> <p>The first instinct is to try and find a fundamental reason why these beloved stocks are falling, Microsoft (MSFT) -4.1% from the recent 52WH, as<span> well as Meta Platforms (</span>META<span>) -7.5%, Alphabet (</span>GOOGL<span>) -8%, Amazon (</span>AMZN<span>) -3.2%. When you write it down it seems silly to even point these names out as “down”, I get that. If you want to get these names cheaper, wait a few months when I believe we will see lower stock prices at least for a short while, that is a different discussion. If you want more details on where I think the stock market is going check out my Sunday night article </span>Market Should Retreat 10% To 15% By Mid-March, Probably Sooner<span>. Right now If I see a stock that I want to hold for the long term I would only buy very small increments. So this article is really about short-term very tactical trading. Let me be clear If you want to start a position in these names, just by a few shares. Okay, so why would an intrepid trader bother with these names down so little? Good question, and it raises another question.</span></p> <h2>Shouldn’t we wait until these names go down a decent amount, let’s say 10% - 15%</h2> <p>Sure that is if these names will go down significantly more. META and GOOGL are already nearly there, MSFT and AMZN haven’t gone anywhere. To that observation, I say, exactly! MSFT is just at the start of a huge growth in revenue for their CoPilot GPT Chat assistant's product. They are an important new productivity booster for every component of Office360. As for AMZN, they are also coming on strong for their AI-powered services. Also, they are certain to recapture their AWS revenue growth as enterprises migrate from the corporate data center to the cloud. Also by all accounts including my shopping experience AMZN is killing in e-commerce. Both of these names MSFT and AMZN recently hit their 52-week highs, very often when a stock breaks out to new highs there is a consolidation period where the stock contends with the recent high before it breaks above that level and heads higher. I think that is what is happening here. So if you agree that all these names are merely resting before they go on to new highs then you should read on. The key here is that in trading you need to get the price right. Just knowing (in your heart at least) that MSFT is going to march higher is scant consolation if MSFT needs to fall another 7% before it goes back to climbing higher. The other thing to reckon with is to assess whether the market is going to finish 2023 strong. The notion that these 4 names are going to rally and that the market will end toward old highs is very much entwined since these multi-trillion dollar stocks carry so much weight in both the S&amp;P 500 and the Nasdaq. Why are they going down in the first place?</p> <h2>These tech titans have been the stars of the show all November</h2> <p>The S&amp;P 500 gained almost 9% last month which was the best month for stocks since July 2022. So this week the market is consolidating, on top of that what is happening now is a healthy sign, many smaller stocks a making new highs or at least regaining toward old ones. The Russell has been shining of late, powered by lower rates, as the rates fall the prospects of all kinds of stocks that aren’t yet profitable begin to shine again. A great example is the biotech sector where in just 7 days <span>AbbVie</span> (ABBV) made offers to acquire two biotechs <span><a href=\"https://laohu8.com/S/IMGN\">ImmunoGen</a></span> (IMGN) and Cerevel (CERE). There will be more coming, there are many reasons why acquisition in this space is climbing but a big one is that as interest rates fall the value of these stocks is rising. This is because the value of a stock is primarily based on the future stream of profits and revenue. When interest rates are high that future stream is worth less. Why? Because if an investor can receive 5% safely then a biotech that is developing a treatment that is not a slam dunk had better promise a very large pot of gold at the end of the rainbow. As the rates come down that pot of gold can be incrementally smaller to attract buyers. So smaller market-capitalized stocks are attracting investment dollars, and the hedge funds that were so badly positioned months ago may now be all set in Magnificent 7 names for what remains of this rally. At least until the M-7 starts gaining again, then they will rush in for the inevitable breakout. I think what we are seeing is not selling per se, but more of a buyer's strike. For example, MSFT share volume today was 21,182,072, and the 10-day moving average was 25,227,994 which is 16% lower. Let’s look at AMZN’s volume today 39,678,960 and the 10-day moving average is 47,727,190 which comes to 17% lower. This is what I mean by a buyer's strike, if traders are selling a name in earnest the volume would be higher or at least match the average volume.</p> <h2>You aren't going to get a gilded invitation to buy these fantastic names</h2> <p>So in summary, as interest rates go lower small caps are catching a bid. By the way, small caps don’t have to drop for the Tech Titans to do well or the reverse. It is just that a small stock rally is such a new phenomenon after years of ignoring certain sectors, that perhaps the incremental dollar is going there. A healthy stock market has all sizes of stocks doing well. Let’s not forget that there is a ton of cash that has been withdrawn from stocks and gone into money markets. As treasuries continue to fall the reward for hiding there becomes smaller and smaller. I think that cash will find its way not only in the nascent small-cap rally but in the biggest names as well. Money managers and hedge funds want to show that they are putting their client’s cash to work. Keeping cash in an interest-bearing account works only for so long. Also, the individual investor will have a chunk in their money market, but now it isn’t earning 5% anymore. My thesis is, that these names are not going to send you a gilded invitation to buy them, they should be bought soon. Let’s look at the charts and see what they tell us. Let’s start with AMZN and a 3-month chart.</p> <figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/6/saupload_jYTd9eiN-g-XmvBBoTnhETLA3BEpLiHOK6cxnVthI-7EY1U86WlBNYcAc3XvdP-O9qFB1K-p690-mt9ePQPSlBZBMDzUb5luMsS_saqAA6POtP69vOK0lg8-KI7rOpZidGl-7iVSkXRYxWlK1JlX0Js.png\"/> </picture><figcaption><p><span>TradingView</span></p></figcaption></figure><p>This is a very simple chart. What we see here is a huge blast-off from the end of October, and then hitting a new high. The triangle is what is known as a “rising pennant” otherwise known as a “bull flag”. Why is it bullish? Because the lows of each day are moving higher. As it reaches the apex it will get resolved one way or another, usually in this formation, the flag is resolved to the upside. Let’s have a look at META since I haven’t spoken about it at all let’s see what the chart says. If you need me to recite the positives of META to get you to see it my way then just don’t buy any of these names. Let’s just say that they are printing money right now with no sign that it is going to falter and leave it at that. Here is the 3-Month</p> <figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/6/saupload_mqEQsqQipZUJyLFgMQtJiKHX3r1S2jxgf1iD4Hehicwrr2xfK1BEauN8Z3SARst8sfPMgAuuo7WnjJYlbOdpmeb1wOCWgfuatvLf4YfHyF1MJ9Ed_YkIV2uf-Ov27aMZWZ3-6TnFhxqkJvbGz2x7ez4.png\"/> </picture><figcaption><p><span>TradingView</span></p></figcaption></figure><p>This META chart is a bit less “Cut-and-Dry” I zoomed into the 1-Month chart because this bounce off of support is still very new. The support level does go back for 3 months even before the climactic sell-off of all things tech at the end of October. I believe that this triangle will resolve to the upside and once it does buyers will flood back in. Next is GOOGL at the 3-month</p> <figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/6/saupload_6nvmwX9q4AKPjbqKim4pj7qulylA1yQRHN5GVBwTbDyFCkHU5xOxPSjX-OvvT8nOgwuGpiCWbkiaYuBJfaa_7R_CJBn6DNRgLZ3CrXd4hUwtcFpNdwIVErZ6bp2DkTKcugMK0jNC2lKqKLVpTJzb6hA.png\"/> </picture><figcaption><p><span>TradingView</span></p></figcaption></figure><p>This one is indeterminate, I guess I should have looked at the chart before I included it in the article, but that isn’t my way. I am giving you my thoughts about the market as I am thinking of it. I had GOOGL in this group because I think it is shining on the fundamentals. Frankly, the price action lately was encouraging. Today even as all the other big-cap tech names were faltering GOOGL was positive most of the day. The chart does not confirm the bounce to a strong enough degree for me to create a trading position. I was in this name in the high 130s but bailed very quickly. I have trading rules for options and I follow them with discipline. In this case, it saved me from losing the entire trade. Now I am looking for a new entry point, I guess I will wait a bit longer. So that leaves us with MSFT</p> <figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/6/saupload_LBftk9Ig4a2YPRU2hWr5QGjqXXtqfoqtxkcFfLNCjpyGQVw5rvs_T81eRRsBXJNC58IFASZnPU-3bcqgR-1G8ule1OqHIHKSheNgF-5sSbGaSo-cYcXbA_O3z42fL65GZ6cUSebh5QDrebsXxELkviU.png\"/> </picture><figcaption><p><span>TradingView</span></p></figcaption></figure><p>The purple diagonal lines mark out another flag or triangle. In this case, it is an equal-sided flag.</p> <p>I want to stay with this name because the rally was stunted for an impertinent reason. I believe MSFT will not only regain the old highs but continue breaking out.</p> <h2>My trades…</h2> <div></div> <p>It shouldn’t surprise you that I am long in Call Options in all of these names except GOOGL, and I am eyeing it very closely to see if it has finally been based and ready to go higher. What about names I haven’t mentioned? Nvidia (NVDA) I think is headed back down to 430 and perhaps lower. It has been repeating this pattern for months, and now that $AMD has had the debut of its AI chips, I think NVDA traders will have every excuse to pressure it lower. Apple (AAPL) to me is just a problematic name, though I am glad it is back to old highs as that is supportive of all of the big-cap tech names. As far as Netflix (NFLX), I haven’t been watching it lately, but all this talk of various other streamers bundling might give pause to the bulls. Tesla (TSLA) is contending with a lot of overhead resistance on the chart. I have successfully shorted it when it got to $250, and I will do so again if it manages to reach there again. I would get long at around $200, this is an established pattern and has nothing to do with Musk’s recent hijinks. Ok, well what do you all think of my notion of buying at this elevated level? If you leave respectful comments I will respond before the weekend. Thanks!</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>The Magnificent 7 Aren't So Magnificent Right Now, Buy</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; 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}\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\">\nThe Magnificent 7 Aren't So Magnificent Right Now, Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 15:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4656499-magnificent-7-not-so-magnificent-right-now-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech titans like Microsoft, Meta Platforms, Alphabet, and Amazon have experienced slight declines in their stock prices.I suggest waiting for a larger drop before buying these stocks isn't feasible, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4656499-magnificent-7-not-so-magnificent-right-now-buy\">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/1419657395/image_1419657395.jpg","relate_stocks":{"IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","META":"Meta Platforms","MSFT":"微软","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","ABBV":"艾伯维公司","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","CERE":"Cerevel Therapeutics Holdings, Inc.","TSLA":"特斯拉","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","GOOG":"谷歌","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","NVDA":"英伟达","GOOGL":"谷歌A","AAPL":"苹果","BK4567":"ESG概念","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0171293334.USD":"贝莱德英国基金A2","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","BK4220":"综合零售","NFLX":"奈飞","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","BK4588":"碎股","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","AMZN":"亚马逊","IMGN":"ImmunoGen","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0444971666.USD":"天利全球科技基金","LU0122379950.USD":"贝莱德世界健康科学A2","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD"},"source_url":"https://seekingalpha.com/article/4656499-magnificent-7-not-so-magnificent-right-now-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2389368012","content_text":"Tech titans like Microsoft, Meta Platforms, Alphabet, and Amazon have experienced slight declines in their stock prices.I suggest waiting for a larger drop before buying these stocks isn't feasible, but highlight the potential for future growth in revenue and AI-powered services.The market is currently consolidating, with smaller stocks making new highs, and interest rates falling, leading to increased investment isolated to small-cap stocks for now. This will change.   Wahaj Ali KhanTo see these tech titans falter at all is jarring, yet let’s look at them realistically The first instinct is to try and find a fundamental reason why these beloved stocks are falling, Microsoft (MSFT) -4.1% from the recent 52WH, as well as Meta Platforms (META) -7.5%, Alphabet (GOOGL) -8%, Amazon (AMZN) -3.2%. When you write it down it seems silly to even point these names out as “down”, I get that. If you want to get these names cheaper, wait a few months when I believe we will see lower stock prices at least for a short while, that is a different discussion. If you want more details on where I think the stock market is going check out my Sunday night article Market Should Retreat 10% To 15% By Mid-March, Probably Sooner. Right now If I see a stock that I want to hold for the long term I would only buy very small increments. So this article is really about short-term very tactical trading. Let me be clear If you want to start a position in these names, just by a few shares. Okay, so why would an intrepid trader bother with these names down so little? Good question, and it raises another question. Shouldn’t we wait until these names go down a decent amount, let’s say 10% - 15% Sure that is if these names will go down significantly more. META and GOOGL are already nearly there, MSFT and AMZN haven’t gone anywhere. To that observation, I say, exactly! MSFT is just at the start of a huge growth in revenue for their CoPilot GPT Chat assistant's product. They are an important new productivity booster for every component of Office360. As for AMZN, they are also coming on strong for their AI-powered services. Also, they are certain to recapture their AWS revenue growth as enterprises migrate from the corporate data center to the cloud. Also by all accounts including my shopping experience AMZN is killing in e-commerce. Both of these names MSFT and AMZN recently hit their 52-week highs, very often when a stock breaks out to new highs there is a consolidation period where the stock contends with the recent high before it breaks above that level and heads higher. I think that is what is happening here. So if you agree that all these names are merely resting before they go on to new highs then you should read on. The key here is that in trading you need to get the price right. Just knowing (in your heart at least) that MSFT is going to march higher is scant consolation if MSFT needs to fall another 7% before it goes back to climbing higher. The other thing to reckon with is to assess whether the market is going to finish 2023 strong. The notion that these 4 names are going to rally and that the market will end toward old highs is very much entwined since these multi-trillion dollar stocks carry so much weight in both the S&P 500 and the Nasdaq. Why are they going down in the first place? These tech titans have been the stars of the show all November The S&P 500 gained almost 9% last month which was the best month for stocks since July 2022. So this week the market is consolidating, on top of that what is happening now is a healthy sign, many smaller stocks a making new highs or at least regaining toward old ones. The Russell has been shining of late, powered by lower rates, as the rates fall the prospects of all kinds of stocks that aren’t yet profitable begin to shine again. A great example is the biotech sector where in just 7 days AbbVie (ABBV) made offers to acquire two biotechs ImmunoGen (IMGN) and Cerevel (CERE). There will be more coming, there are many reasons why acquisition in this space is climbing but a big one is that as interest rates fall the value of these stocks is rising. This is because the value of a stock is primarily based on the future stream of profits and revenue. When interest rates are high that future stream is worth less. Why? Because if an investor can receive 5% safely then a biotech that is developing a treatment that is not a slam dunk had better promise a very large pot of gold at the end of the rainbow. As the rates come down that pot of gold can be incrementally smaller to attract buyers. So smaller market-capitalized stocks are attracting investment dollars, and the hedge funds that were so badly positioned months ago may now be all set in Magnificent 7 names for what remains of this rally. At least until the M-7 starts gaining again, then they will rush in for the inevitable breakout. I think what we are seeing is not selling per se, but more of a buyer's strike. For example, MSFT share volume today was 21,182,072, and the 10-day moving average was 25,227,994 which is 16% lower. Let’s look at AMZN’s volume today 39,678,960 and the 10-day moving average is 47,727,190 which comes to 17% lower. This is what I mean by a buyer's strike, if traders are selling a name in earnest the volume would be higher or at least match the average volume. You aren't going to get a gilded invitation to buy these fantastic names So in summary, as interest rates go lower small caps are catching a bid. By the way, small caps don’t have to drop for the Tech Titans to do well or the reverse. It is just that a small stock rally is such a new phenomenon after years of ignoring certain sectors, that perhaps the incremental dollar is going there. A healthy stock market has all sizes of stocks doing well. Let’s not forget that there is a ton of cash that has been withdrawn from stocks and gone into money markets. As treasuries continue to fall the reward for hiding there becomes smaller and smaller. I think that cash will find its way not only in the nascent small-cap rally but in the biggest names as well. Money managers and hedge funds want to show that they are putting their client’s cash to work. Keeping cash in an interest-bearing account works only for so long. Also, the individual investor will have a chunk in their money market, but now it isn’t earning 5% anymore. My thesis is, that these names are not going to send you a gilded invitation to buy them, they should be bought soon. Let’s look at the charts and see what they tell us. Let’s start with AMZN and a 3-month chart.   TradingViewThis is a very simple chart. What we see here is a huge blast-off from the end of October, and then hitting a new high. The triangle is what is known as a “rising pennant” otherwise known as a “bull flag”. Why is it bullish? Because the lows of each day are moving higher. As it reaches the apex it will get resolved one way or another, usually in this formation, the flag is resolved to the upside. Let’s have a look at META since I haven’t spoken about it at all let’s see what the chart says. If you need me to recite the positives of META to get you to see it my way then just don’t buy any of these names. Let’s just say that they are printing money right now with no sign that it is going to falter and leave it at that. Here is the 3-Month   TradingViewThis META chart is a bit less “Cut-and-Dry” I zoomed into the 1-Month chart because this bounce off of support is still very new. The support level does go back for 3 months even before the climactic sell-off of all things tech at the end of October. I believe that this triangle will resolve to the upside and once it does buyers will flood back in. Next is GOOGL at the 3-month   TradingViewThis one is indeterminate, I guess I should have looked at the chart before I included it in the article, but that isn’t my way. I am giving you my thoughts about the market as I am thinking of it. I had GOOGL in this group because I think it is shining on the fundamentals. Frankly, the price action lately was encouraging. Today even as all the other big-cap tech names were faltering GOOGL was positive most of the day. The chart does not confirm the bounce to a strong enough degree for me to create a trading position. I was in this name in the high 130s but bailed very quickly. I have trading rules for options and I follow them with discipline. In this case, it saved me from losing the entire trade. Now I am looking for a new entry point, I guess I will wait a bit longer. So that leaves us with MSFT   TradingViewThe purple diagonal lines mark out another flag or triangle. In this case, it is an equal-sided flag. I want to stay with this name because the rally was stunted for an impertinent reason. I believe MSFT will not only regain the old highs but continue breaking out. My trades…  It shouldn’t surprise you that I am long in Call Options in all of these names except GOOGL, and I am eyeing it very closely to see if it has finally been based and ready to go higher. What about names I haven’t mentioned? Nvidia (NVDA) I think is headed back down to 430 and perhaps lower. It has been repeating this pattern for months, and now that $AMD has had the debut of its AI chips, I think NVDA traders will have every excuse to pressure it lower. Apple (AAPL) to me is just a problematic name, though I am glad it is back to old highs as that is supportive of all of the big-cap tech names. As far as Netflix (NFLX), I haven’t been watching it lately, but all this talk of various other streamers bundling might give pause to the bulls. Tesla (TSLA) is contending with a lot of overhead resistance on the chart. I have successfully shorted it when it got to $250, and I will do so again if it manages to reach there again. I would get long at around $200, this is an established pattern and has nothing to do with Musk’s recent hijinks. Ok, well what do you all think of my notion of buying at this elevated level? If you leave respectful comments I will respond before the weekend. Thanks!","news_type":1},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243529313886448,"gmtCreate":1700475192807,"gmtModify":1700475194620,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大象转身，转的漂亮","listText":"大象转身，转的漂亮","text":"大象转身，转的漂亮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243529313886448","repostId":"2384395995","repostType":2,"repost":{"id":"2384395995","pubTimestamp":1700473049,"share":"https://www.laohu8.com/m/news/2384395995?lang=&edition=full","pubTime":"2023-11-20 17:37","market":"us","language":"zh","title":"微软的人工智能转型：从软件巨头到AI弄潮儿","url":"https://stock-news.laohu8.com/highlight/detail?id=2384395995","media":"金十数据","summary":"OpenAI两位创始人将加入微软，领导新的AI团队。微软早就有长期布局，这次“抢人”可真是天时地利人和……","content":"<html><head></head><body><blockquote><p>OpenAI两位创始人将加入微软，领导新的AI团队。微软早就有长期布局，这次“抢人”可真是天时地利人和……</p></blockquote><p>人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>领域有史以来最剧烈的人事“地震”，继续以戏剧性的结局震惊科技界：<strong><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.O)CEO宣布，OpenAI创始人Sam Altman和Brockman将加入微软，领导新的人工智能团队。</strong></p><p>此前焦点都集中在Altman能否重回OpenAI的CEO之位，很少有人预测到这样的结局。但是，仔细一想后，好像大家都会点点头，觉得“理所当然”、“早就知道”……毕竟微软早就在人工智能方面制定了长期策略，旨在引领人工智能革命，维持业内的主导地位。</p><p>在年度<a href=\"https://laohu8.com/S/IGN.AU\">Ignite</a> 2023大会上，微软公布了其端到端AI堆栈的全面愿景，展示了从云基础设施到AI驱动的应用程序和安全措施方面的创新。</p><p>对于微软及其生态系统来说，今年的Ignite大会特别不同寻常。以往，Ignite是一个通常专注于基础设施和运营的会议，而微软的旗舰活动Build通常面向开发人员受众。</p><p>然而，今年，针对开发人员和机器学习工程师的生成式AI的发布成为了Ignite 2023的焦点。它不仅限于开发人员或IT专业人员，成为了整个微软生态系统的分水岭时刻。</p><p><strong>微软希望成为人工智能生态系统的主力军，微软首席执行官兼董事长萨蒂亚·纳德拉（Satya Nadella）在主题演讲中明确表达了这一点。从开发自己的人工智能加速器芯片到推出copilots助手，微软已经准备好了其长期战略。</strong></p><p><strong>那么，微软是如何利用人工智能来保持其行业领导地位的？</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7edae385454fd9e1e5df9afe759c5404\" tg-width=\"1440\" tg-height=\"944\"/></p><p>Azure是新的人工智能操作系统，Copilots是新的应用程序</p><p><strong>微软在构建平台方面拥有极其成功的经验。</strong>最早的平台是在Windows上构建的，开发人员利用OLE和COM通过Visual Basic构建应用程序。Microsoft.NET和Visual Studio于2000年代初发布，促成了一个新平台的创建，重新点燃了开发人员创建Web服务的兴趣。近十年来，微软成功推出了另一个平台Azure。</p><p><strong>当微软创建一个平台时，它会带来一个由独立软件供应商和解决方案提供商组成的新生态系统，帮助企业利用它。</strong>微软Windows、Office、Visual Studio和最近的Azure的成功就证明了这一点。</p><p><strong>微软希望通过人工智能再次创造一个全新平台的魔力，从而形成一个由开发者、独立软件供应商、系统集成商、企业和消费者组成的蓬勃发展的生态系统。</strong></p><p>本季度，Azure成为操作系统，，而应用程序则是微软称之copilots的人工智能助手。因此，<strong>Azure是新的Windows，copilots是新的应用程序。</strong></p><p>GPT-4等基础模型构成了这个新操作系统的内核。与Visual Studio类似，微软也投资了一套AI Studio和Copilot Studio形式的开发者工具。该堆栈与Windows、.NET和Visual Studio非常相似，它们主导了开发者领域数十年。</p><p><strong>微软的做法清楚地表明了一种紧迫感。考虑到当前的市场动态以及从围绕移动平台建立生态系统的失败尝试中吸取的教训，这一点是显而易见的。</strong>纳德拉非常致力于让生成式AI的功能更贴近客户，以确保微软成为人工智能的先驱公司。<strong>他不希望公司错过技术领域的下一个重大事件，就像他们在搜索和移动领域所经历的挫败。</strong></p><p>在短短几个月内，该公司为其产品提供了多种copilots，从Bing搜索引擎到微软365再到Windows操作系统。它还为Edge浏览器添加了各种功能，增强了用户体验。<strong>近几个月来，微软拥抱生成式人工智能的速度令人震惊，使其成为领先的人工智能平台公司之一。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e64a5b58d0dd9689ac696b7548d4cf16\" tg-width=\"1792\" tg-height=\"1024\"/></p><p><strong>微软投资开发自己的CPU、GPU和DPU</strong></p><p>几十年来，CPU为软件架构制定了规则并塑造了其发展。现在，人工智能软件正在塑造芯片的发展，催生专用处理器。<strong>微软已经正式宣布将开始制造自己的芯片和处理器，包括CPU、人工智能加速器和数据处理单元。</strong></p><p>先从CPU开始说起，Azure Cobalt是微软自己的CPU，基于Arm架构，可实现最佳性能和瓦特效率，并为常见的Azure云工作负载提供支持。</p><p>该系列的第一代Cobalt 100是一款64位128核芯片，与当前几代Azure Arm芯片相比，性能提升高达40%，并为微软Teams和Azure SQL等服务提供支持。继从AmpereComputing购买的第一款基于Arm的CPU Neoverse N1之后，Cobalt 100成为Azure上提供的第二款基于Arm的处理器。</p><p>然后是Azure Maia，这是一系列定制AI加速器中的第一个，旨在为OpenAI模型、Bing、GitHub Copilot和ChatGPT等AI工作负载运行基于云的训练和推理。</p><p>Maia 100拥有1050亿个晶体管，是该系列的第一代产品，也是采用5nm工艺技术的最大芯片之一。它在芯片、软件、网络、机架和冷却领域具有众多创新。新的AI加速器通过优化Azure AI的端到端系统来运行GPT等最先进的基础模型，成为GPU的替代品。</p><p>最后，微软自己的DPU Azure Boost正式上市。微软今年早些时候收购了DPU公司Fungible，以提高Azure数据中心的效率。虚拟化、网络管理、存储管理和安全等软件功能通过Azure Boost卸载到专用硬件，从而使CPU将更多周期用于工作负载而不是系统管理。由于繁重的工作转移到了专用处理器上，因此这种负担卸载可以显着提高云基础设施的性能。</p><p>除了将自己的芯片引入其中之外，微软还与AMD、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>合作，将最新的CPU和GPU引入Azure。到明年，它将配备最新的英伟达H200 Tensor Core GPU，以运行更大的基础模型并减少延迟。AMD的全新MI300加速器也将于明年初在Azure上提供。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01eb37db7f35aace5228f3d26cae692c\" tg-width=\"1792\" tg-height=\"1024\"/></p><p><strong>通过自主开发减少对OpenAI的依赖</strong></p><p>虽然Azure仍然是企业在基于OpenAI的模型上运行推理的首选平台，但微软正在投资训练自己的基础模型，以补充Azure OpenAI和Azure ML中可用的现有模型。</p><p>Phi-1-5和Phi-2是小型语言模型，它们是轻量级的，与传统的大型语言模型相比，需要更少的资源。Phi-1-5有13亿个参数，而Phi-2有27亿个参数，与Llama 2相比要小得多，后者从70亿个参数开始，一直到700亿个参数。</p><p>这些小型语言模型非常适合嵌入到Windows中，以提供本地copilots体验，而无需往返于云。微软将发布Visual Studio Code的扩展，允许开发人员在云中微调这些模型并将其部署在本地以进行离线推理。</p><p>微软Research还开发了Florence，这是一个为Azure认知服务带来多模式功能的基础模型。该模型允许用户分析和理解图像、视频和语言，为构建计算机视觉应用程序提供可定制的选项。此模型已在Azure中可用。</p><p>Azure ML（微软的ML PaaS）提供模型即服务，可以将基础模型作为API来使用，而无需配置GPU基础设施。这大大简化了人工智能与现代应用程序的集成。</p><p>Azure OpenAI和Azure模型目录的结合为客户提供了最全面、最广泛的基础模型，这成为Azure的关键差异化因素。</p><p>微软Graph和Fabric是数据平台的核心</p><p><strong>人工智能需要大量数据进行预训练、微调和检索。微软Fabric和微软Graph是为微软的生成式AI工作做出重大贡献的两个关键产品。</strong></p><p>微软Fabric是在微软Build 2023上发布的，是微软数据产品线的重要补充。Satya通过将其与SQL Server的发布进行比较来强调其重要性，这意味着微软数据管理和分析策略的根本性转变。</p><p>在Ignite 2023大会上，微软宣布全面推出Fabric。它包括一个名为OneLake的组件，一个变革性的数据Lakehouse平台。</p><p>OneLake集成到Azure机器学习和Azure AI Studio中，Azure机器学习数据管理功能大大增强。该平台旨在以统一、高效的方式处理大型且多样化的数据集，优化人工智能应用程序的数据存储和检索。</p><p>它与Azure AI平台的集成对于需要大量数据处理和复杂计算任务的场景尤其重要，这在高级AI和机器学习项目中很常见。OneLake的有趣之处在于快捷方式的概念，它将来自外部源（包括Amazon S3和Databricks）的数据引入Fabric中。</p><p>微软Graph是微软武器库中的强大工具，在AI copilots领域发挥着关键作用。它已成为开发AI copilots的关键，提供统一的API来访问微软365服务中的各种数据。</p><p>微软Graph使副驾驶能够通过聚合来自电子邮件、日历事件和团队交互的数据来提供个性化帮助。这种集成方法确保了对用户专业环境的上下文理解，这对于提出智能建议至关重要。微软Graph支持实时数据访问，这对于copilots的及时响应至关重要。它符合微软365的安全标准，可确保敏感数据的安全处理。</p><p>微软Fabric和微软Graph成为基于API提供的实时数据构建copilots的基础。</p><p><strong>总体而言，微软在Ignite 2023上的战略明确表明，其重点是引领人工智能革命，利用其平台传统并在硬件和软件方面进行创新，以保持行业主导地位。</strong></p></body></html>","source":"xnew_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>微软的人工智能转型：从软件巨头到AI弄潮儿</title>\n<style 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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微软的人工智能转型：从软件巨头到AI弄潮儿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-20 17:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=126919&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI两位创始人将加入微软，领导新的AI团队。微软早就有长期布局，这次“抢人”可真是天时地利人和……人工智能领域有史以来最剧烈的人事“地震”，继续以戏剧性的结局震惊科技界：微软(MSFT.O)CEO宣布，OpenAI创始人Sam Altman和Brockman将加入微软，领导新的人工智能团队。此前焦点都集中在Altman能否重回OpenAI的CEO之位，很少有人预测到这样的结局。但是，仔细...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=126919&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5758537677effd373a5a16e0b21ac8e5","relate_stocks":{"IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0109392836.USD":"富兰克林科技股A","BK4566":"资本集团","BK4097":"系统软件","LU0056508442.USD":"贝莱德世界科技基金A2","BK4535":"淡马锡持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4567":"ESG概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4538":"云计算"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=126919&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2384395995","content_text":"OpenAI两位创始人将加入微软，领导新的AI团队。微软早就有长期布局，这次“抢人”可真是天时地利人和……人工智能领域有史以来最剧烈的人事“地震”，继续以戏剧性的结局震惊科技界：微软(MSFT.O)CEO宣布，OpenAI创始人Sam Altman和Brockman将加入微软，领导新的人工智能团队。此前焦点都集中在Altman能否重回OpenAI的CEO之位，很少有人预测到这样的结局。但是，仔细一想后，好像大家都会点点头，觉得“理所当然”、“早就知道”……毕竟微软早就在人工智能方面制定了长期策略，旨在引领人工智能革命，维持业内的主导地位。在年度Ignite 2023大会上，微软公布了其端到端AI堆栈的全面愿景，展示了从云基础设施到AI驱动的应用程序和安全措施方面的创新。对于微软及其生态系统来说，今年的Ignite大会特别不同寻常。以往，Ignite是一个通常专注于基础设施和运营的会议，而微软的旗舰活动Build通常面向开发人员受众。然而，今年，针对开发人员和机器学习工程师的生成式AI的发布成为了Ignite 2023的焦点。它不仅限于开发人员或IT专业人员，成为了整个微软生态系统的分水岭时刻。微软希望成为人工智能生态系统的主力军，微软首席执行官兼董事长萨蒂亚·纳德拉（Satya Nadella）在主题演讲中明确表达了这一点。从开发自己的人工智能加速器芯片到推出copilots助手，微软已经准备好了其长期战略。那么，微软是如何利用人工智能来保持其行业领导地位的？Azure是新的人工智能操作系统，Copilots是新的应用程序微软在构建平台方面拥有极其成功的经验。最早的平台是在Windows上构建的，开发人员利用OLE和COM通过Visual Basic构建应用程序。Microsoft.NET和Visual Studio于2000年代初发布，促成了一个新平台的创建，重新点燃了开发人员创建Web服务的兴趣。近十年来，微软成功推出了另一个平台Azure。当微软创建一个平台时，它会带来一个由独立软件供应商和解决方案提供商组成的新生态系统，帮助企业利用它。微软Windows、Office、Visual Studio和最近的Azure的成功就证明了这一点。微软希望通过人工智能再次创造一个全新平台的魔力，从而形成一个由开发者、独立软件供应商、系统集成商、企业和消费者组成的蓬勃发展的生态系统。本季度，Azure成为操作系统，，而应用程序则是微软称之copilots的人工智能助手。因此，Azure是新的Windows，copilots是新的应用程序。GPT-4等基础模型构成了这个新操作系统的内核。与Visual Studio类似，微软也投资了一套AI Studio和Copilot Studio形式的开发者工具。该堆栈与Windows、.NET和Visual Studio非常相似，它们主导了开发者领域数十年。微软的做法清楚地表明了一种紧迫感。考虑到当前的市场动态以及从围绕移动平台建立生态系统的失败尝试中吸取的教训，这一点是显而易见的。纳德拉非常致力于让生成式AI的功能更贴近客户，以确保微软成为人工智能的先驱公司。他不希望公司错过技术领域的下一个重大事件，就像他们在搜索和移动领域所经历的挫败。在短短几个月内，该公司为其产品提供了多种copilots，从Bing搜索引擎到微软365再到Windows操作系统。它还为Edge浏览器添加了各种功能，增强了用户体验。近几个月来，微软拥抱生成式人工智能的速度令人震惊，使其成为领先的人工智能平台公司之一。微软投资开发自己的CPU、GPU和DPU几十年来，CPU为软件架构制定了规则并塑造了其发展。现在，人工智能软件正在塑造芯片的发展，催生专用处理器。微软已经正式宣布将开始制造自己的芯片和处理器，包括CPU、人工智能加速器和数据处理单元。先从CPU开始说起，Azure Cobalt是微软自己的CPU，基于Arm架构，可实现最佳性能和瓦特效率，并为常见的Azure云工作负载提供支持。该系列的第一代Cobalt 100是一款64位128核芯片，与当前几代Azure Arm芯片相比，性能提升高达40%，并为微软Teams和Azure SQL等服务提供支持。继从AmpereComputing购买的第一款基于Arm的CPU Neoverse N1之后，Cobalt 100成为Azure上提供的第二款基于Arm的处理器。然后是Azure Maia，这是一系列定制AI加速器中的第一个，旨在为OpenAI模型、Bing、GitHub Copilot和ChatGPT等AI工作负载运行基于云的训练和推理。Maia 100拥有1050亿个晶体管，是该系列的第一代产品，也是采用5nm工艺技术的最大芯片之一。它在芯片、软件、网络、机架和冷却领域具有众多创新。新的AI加速器通过优化Azure AI的端到端系统来运行GPT等最先进的基础模型，成为GPU的替代品。最后，微软自己的DPU Azure Boost正式上市。微软今年早些时候收购了DPU公司Fungible，以提高Azure数据中心的效率。虚拟化、网络管理、存储管理和安全等软件功能通过Azure Boost卸载到专用硬件，从而使CPU将更多周期用于工作负载而不是系统管理。由于繁重的工作转移到了专用处理器上，因此这种负担卸载可以显着提高云基础设施的性能。除了将自己的芯片引入其中之外，微软还与AMD、英特尔和英伟达合作，将最新的CPU和GPU引入Azure。到明年，它将配备最新的英伟达H200 Tensor Core GPU，以运行更大的基础模型并减少延迟。AMD的全新MI300加速器也将于明年初在Azure上提供。通过自主开发减少对OpenAI的依赖虽然Azure仍然是企业在基于OpenAI的模型上运行推理的首选平台，但微软正在投资训练自己的基础模型，以补充Azure OpenAI和Azure ML中可用的现有模型。Phi-1-5和Phi-2是小型语言模型，它们是轻量级的，与传统的大型语言模型相比，需要更少的资源。Phi-1-5有13亿个参数，而Phi-2有27亿个参数，与Llama 2相比要小得多，后者从70亿个参数开始，一直到700亿个参数。这些小型语言模型非常适合嵌入到Windows中，以提供本地copilots体验，而无需往返于云。微软将发布Visual Studio Code的扩展，允许开发人员在云中微调这些模型并将其部署在本地以进行离线推理。微软Research还开发了Florence，这是一个为Azure认知服务带来多模式功能的基础模型。该模型允许用户分析和理解图像、视频和语言，为构建计算机视觉应用程序提供可定制的选项。此模型已在Azure中可用。Azure ML（微软的ML PaaS）提供模型即服务，可以将基础模型作为API来使用，而无需配置GPU基础设施。这大大简化了人工智能与现代应用程序的集成。Azure OpenAI和Azure模型目录的结合为客户提供了最全面、最广泛的基础模型，这成为Azure的关键差异化因素。微软Graph和Fabric是数据平台的核心人工智能需要大量数据进行预训练、微调和检索。微软Fabric和微软Graph是为微软的生成式AI工作做出重大贡献的两个关键产品。微软Fabric是在微软Build 2023上发布的，是微软数据产品线的重要补充。Satya通过将其与SQL Server的发布进行比较来强调其重要性，这意味着微软数据管理和分析策略的根本性转变。在Ignite 2023大会上，微软宣布全面推出Fabric。它包括一个名为OneLake的组件，一个变革性的数据Lakehouse平台。OneLake集成到Azure机器学习和Azure AI Studio中，Azure机器学习数据管理功能大大增强。该平台旨在以统一、高效的方式处理大型且多样化的数据集，优化人工智能应用程序的数据存储和检索。它与Azure AI平台的集成对于需要大量数据处理和复杂计算任务的场景尤其重要，这在高级AI和机器学习项目中很常见。OneLake的有趣之处在于快捷方式的概念，它将来自外部源（包括Amazon S3和Databricks）的数据引入Fabric中。微软Graph是微软武器库中的强大工具，在AI copilots领域发挥着关键作用。它已成为开发AI copilots的关键，提供统一的API来访问微软365服务中的各种数据。微软Graph使副驾驶能够通过聚合来自电子邮件、日历事件和团队交互的数据来提供个性化帮助。这种集成方法确保了对用户专业环境的上下文理解，这对于提出智能建议至关重要。微软Graph支持实时数据访问，这对于copilots的及时响应至关重要。它符合微软365的安全标准，可确保敏感数据的安全处理。微软Fabric和微软Graph成为基于API提供的实时数据构建copilots的基础。总体而言，微软在Ignite 2023上的战略明确表明，其重点是引领人工智能革命，利用其平台传统并在硬件和软件方面进行创新，以保持行业主导地位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239429911806032,"gmtCreate":1699482980501,"gmtModify":1699482981872,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赢者通吃","listText":"赢者通吃","text":"赢者通吃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239429911806032","repostId":"2382392752","repostType":2,"repost":{"id":"2382392752","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1699478880,"share":"https://www.laohu8.com/m/news/2382392752?lang=&edition=full","pubTime":"2023-11-09 05:28","market":"us","language":"en","title":"Nobody on Wall Street wants to bet against the 'Magnificent Seven'","url":"https://stock-news.laohu8.com/highlight/detail?id=2382392752","media":"Dow Jones","summary":"Short interest in the highflying megacap tech stocks is at an all-time low. Almost nobody on Wall Street has the temerity to bet against the \"Magnificent Seven.\". Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below.In a note to clients, the team questioned who might be left to buy these megacap names as their valuation relative to the rest of the market reaches extremely stretched levels.U.S. stocks finished mixed on Wednesday, but the tech-heavy Nasdaq Composite COMP kept pace with the S&P 500, gaining 0.1% to finish at 13,650.41, according to FactSet data.This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nobody on Wall Street wants to bet against the 'Magnificent Seven'\n</p>\n<p>\n  By Joseph Adinolfi \n</p>\n<p>\n     Short interest in the highflying megacap tech stocks is at an all-time low \n</p>\n<p>\n     Almost nobody on Wall Street has the temerity to bet against the \"Magnificent Seven.\" \n</p>\n<p>\n     Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below. \n</p>\n<p>\n     The combined market capitalization of the Magnificent Seven members -- Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META) and Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> -- was just shy of $11.3 trillion on Wednesday, with Apple, the most valuable U.S. company, accounting for more than $2.8 trillion, according to FactSet data. \n</p>\n<p>\n     In a note to clients, the team questioned who might be left to buy these megacap names as their valuation relative to the rest of the market reaches extremely stretched levels. \n</p>\n<p>\n     According to Dow Jones Market Data, the Magnificent Seven have driven all of the S&amp;P 500's appreciation in 2023, offsetting an aggregate loss in shares of the other 493 companies included in the index. \n</p>\n<p>\n     According to BofA's data, long-only funds are overweight every member of the group except Apple and Tesla. \n</p>\n<p>\n     Plenty of Wall Street strategists believe these companies can continue to outperform. In a note to clients shared with MarketWatch on Wednesday, strategists at Capital Economics said the group could continue its stretch of market-beating performance even in a recession, thanks to the companies' strong balance sheets and prospects for earnings growth. \n</p>\n<p>\n     \"Given our pessimistic view of the economy in the U.S., we think that equities there will fare quite poorly in the near term. But the biggest components of the S&amp;P 500 might hold up better,\" the team said in written commentary. \n</p>\n<p>\n     Strong earnings forecasts also factored into their bullish view. Thanks in part to the artificial-intelligence boom, expected earnings growth for the Magnificent Seven over the next year dwarfs that of the rest of the S&amp;P 500. \n</p>\n<p>\n     U.S. stocks finished mixed on Wednesday, but the tech-heavy Nasdaq Composite COMP kept pace with the S&amp;P 500, gaining 0.1% to finish at 13,650.41, according to FactSet data. \n</p>\n<p>\n     The S&amp;P 500 SPX rose 0.1% to 4,382.80. Gains for Magnificent Seven members helped offset weakness in other Nasdaq stocks, with Nvidia and Microsoft among the best performers in the group. \n</p>\n<p>\n     -Joseph Adinolfi \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 08, 2023 16:28 ET (21:28 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Nobody on Wall Street wants to bet against the 'Magnificent Seven'</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\">\nNobody on Wall Street wants to bet against the 'Magnificent Seven'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-11-09 05:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nobody on Wall Street wants to bet against the 'Magnificent Seven'\n</p>\n<p>\n  By Joseph Adinolfi \n</p>\n<p>\n     Short interest in the highflying megacap tech stocks is at an all-time low \n</p>\n<p>\n     Almost nobody on Wall Street has the temerity to bet against the \"Magnificent Seven.\" \n</p>\n<p>\n     Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below. \n</p>\n<p>\n     The combined market capitalization of the Magnificent Seven members -- Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META) and Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> -- was just shy of $11.3 trillion on Wednesday, with Apple, the most valuable U.S. company, accounting for more than $2.8 trillion, according to FactSet data. \n</p>\n<p>\n     In a note to clients, the team questioned who might be left to buy these megacap names as their valuation relative to the rest of the market reaches extremely stretched levels. \n</p>\n<p>\n     According to Dow Jones Market Data, the Magnificent Seven have driven all of the S&amp;P 500's appreciation in 2023, offsetting an aggregate loss in shares of the other 493 companies included in the index. \n</p>\n<p>\n     According to BofA's data, long-only funds are overweight every member of the group except Apple and Tesla. \n</p>\n<p>\n     Plenty of Wall Street strategists believe these companies can continue to outperform. In a note to clients shared with MarketWatch on Wednesday, strategists at Capital Economics said the group could continue its stretch of market-beating performance even in a recession, thanks to the companies' strong balance sheets and prospects for earnings growth. \n</p>\n<p>\n     \"Given our pessimistic view of the economy in the U.S., we think that equities there will fare quite poorly in the near term. But the biggest components of the S&amp;P 500 might hold up better,\" the team said in written commentary. \n</p>\n<p>\n     Strong earnings forecasts also factored into their bullish view. Thanks in part to the artificial-intelligence boom, expected earnings growth for the Magnificent Seven over the next year dwarfs that of the rest of the S&amp;P 500. \n</p>\n<p>\n     U.S. stocks finished mixed on Wednesday, but the tech-heavy Nasdaq Composite COMP kept pace with the S&amp;P 500, gaining 0.1% to finish at 13,650.41, according to FactSet data. \n</p>\n<p>\n     The S&amp;P 500 SPX rose 0.1% to 4,382.80. Gains for Magnificent Seven members helped offset weakness in other Nasdaq stocks, with Nvidia and Microsoft among the best performers in the group. \n</p>\n<p>\n     -Joseph Adinolfi \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 08, 2023 16:28 ET (21:28 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SPXU":"三倍做空标普500ETF","BK4511":"特斯拉概念","AAPL":"苹果","GOOG":"谷歌","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","NVDA":"英伟达","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","GOOGL":"谷歌A","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SPY":"标普500ETF","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SDS":"两倍做空标普500ETF","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","OEF":"标普100指数ETF-iShares","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","SH":"标普500反向ETF","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD",".SPX":"S&P 500 Index","OEX":"标普100","TSLA":"特斯拉","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","UPRO":"三倍做多标普500ETF","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","AMZN":"亚马逊","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","MSFT":"微软","IVV":"标普500指数ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","SSO":"两倍做多标普500ETF","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382392752","content_text":"MW Nobody on Wall Street wants to bet against the 'Magnificent Seven'\n\n\n  By Joseph Adinolfi \n\n\n     Short interest in the highflying megacap tech stocks is at an all-time low \n\n\n     Almost nobody on Wall Street has the temerity to bet against the \"Magnificent Seven.\" \n\n\n     Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below. \n\n\n     The combined market capitalization of the Magnificent Seven members -- Apple Inc. $(AAPL)$, Microsoft Corp. $(MSFT)$, Alphabet Inc. $(GOOGL)$, Amazon.com Inc. $(AMZN)$, Nvidia Corp. $(NVDA)$, Meta Platforms Inc. (META) and Tesla Inc. $(TSLA)$ -- was just shy of $11.3 trillion on Wednesday, with Apple, the most valuable U.S. company, accounting for more than $2.8 trillion, according to FactSet data. \n\n\n     In a note to clients, the team questioned who might be left to buy these megacap names as their valuation relative to the rest of the market reaches extremely stretched levels. \n\n\n     According to Dow Jones Market Data, the Magnificent Seven have driven all of the S&P 500's appreciation in 2023, offsetting an aggregate loss in shares of the other 493 companies included in the index. \n\n\n     According to BofA's data, long-only funds are overweight every member of the group except Apple and Tesla. \n\n\n     Plenty of Wall Street strategists believe these companies can continue to outperform. In a note to clients shared with MarketWatch on Wednesday, strategists at Capital Economics said the group could continue its stretch of market-beating performance even in a recession, thanks to the companies' strong balance sheets and prospects for earnings growth. \n\n\n     \"Given our pessimistic view of the economy in the U.S., we think that equities there will fare quite poorly in the near term. But the biggest components of the S&P 500 might hold up better,\" the team said in written commentary. \n\n\n     Strong earnings forecasts also factored into their bullish view. Thanks in part to the artificial-intelligence boom, expected earnings growth for the Magnificent Seven over the next year dwarfs that of the rest of the S&P 500. \n\n\n     U.S. stocks finished mixed on Wednesday, but the tech-heavy Nasdaq Composite COMP kept pace with the S&P 500, gaining 0.1% to finish at 13,650.41, according to FactSet data. \n\n\n     The S&P 500 SPX rose 0.1% to 4,382.80. Gains for Magnificent Seven members helped offset weakness in other Nasdaq stocks, with Nvidia and Microsoft among the best performers in the group. \n\n\n     -Joseph Adinolfi \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 08, 2023 16:28 ET (21:28 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239429028479280,"gmtCreate":1699482635284,"gmtModify":1699482636791,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"技术指标会高档背离，不准的","listText":"技术指标会高档背离，不准的","text":"技术指标会高档背离，不准的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239429028479280","repostId":"2381333426","repostType":2,"repost":{"id":"2381333426","pubTimestamp":1699413003,"share":"https://www.laohu8.com/m/news/2381333426?lang=&edition=full","pubTime":"2023-11-08 11:10","market":"us","language":"zh","title":"微软股价在AI加持下创新高 恐将迎来回档 但长期潜力仍强","url":"https://stock-news.laohu8.com/highlight/detail?id=2381333426","media":"鉅亨网","summary":"在人工智能 (AI) 重要伙伴成长前景乐观的加持下，微软 (MSFT-US) 周二股价收高 1% 多至每股 360.53 美元创历史新高，市值约为 2.68 兆美元。","content":"<p>在人工智能 (AI) 重要伙伴成长前景乐观的加持下，<a href=\"https://laohu8.com/S/MSFT\">微软</a> (MSFT-US) 周二 (7 日) 股价收高逾 1% 至每股 360.53 美元创历史新高，市值约为 2.68 兆美元。</p><p>美股大盘周二全部上涨，其中 S&amp;P 500 指数连续第 7 日收高，微软则连涨 8 日，如此多日的涨势为 2021 年 1 月 28 日以来首见，且超越 7 月 18 日创下的 359.49 美元前高点。</p><p>微软公布最新季度财报后当日收高&nbsp;3.1%，随后迎来一连串上涨，其力道来自 Azure 云端业务的提振。</p><p>但不只是财报，在经历 8 月和 9 月的科技业疲软潮后，微软的表现已优于同业，自 9 月底以来，该股已上涨 15%，涨幅超过<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> (AMZN-US) 同期 12% 涨幅、Meta (META-US) 6.5%、辉达 (NVDA-US) 和<a href=\"https://laohu8.com/S/AAPL\">苹果</a> (AAPL-US) 6% 的涨幅。Alphabet (GOOGL-US) 仅小涨 0.3%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>则下跌 13% 之多。</p><p>然而，分析师指出微软的 14 天相对强度指数 (RSI) 可能是一大隐患。RSI 是衡量股票或指数动能或缺乏动能的指标，若下行至越接近 20，超卖程度就越大，反之接近 80 则表示股票处于严重超买状态。</p><p>通常 RSI 低于 30 就表明股市可能准备反弹，而高于 60 表明股票可能准备回档。微软的 RSI 目前为 72.75，显见已严重超买，并且可能即将回调。</p><p>但从长期潜力来说，这不意味微软股票不值得购买，原因是微软业务有许多亮点，其中包括云端业务。在经过昨日 ChatGPT 举行的开发者大会后，微软的云端业务应会收获水涨船高的效益，意味着投资者未来几日可能有更好的买进机会。</p>","source":"cnyes_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>微软股价在AI加持下创新高 恐将迎来回档 但长期潜力仍强</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软股价在AI加持下创新高 恐将迎来回档 但长期潜力仍强\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-08 11:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.cnyes.com/news/id/5370784?exp=a><strong>鉅亨网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在人工智能 (AI) 重要伙伴成长前景乐观的加持下，微软 (MSFT-US) 周二 (7 日) 股价收高逾 1% 至每股 360.53 美元创历史新高，市值约为 2.68 兆美元。美股大盘周二全部上涨，其中 S&P 500 指数连续第 7 日收高，微软则连涨 8 日，如此多日的涨势为 2021 年 1 月 28 日以来首见，且超越 7 月 18 日创下的 359.49 美元前高点。微软公布最新季度...</p>\n\n<a href=\"https://news.cnyes.com/news/id/5370784?exp=a\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cimg.cnyes.cool/prod/news/5370784/xs/4f5c14475e72f08ad612f9cf16275cb8.jpg","relate_stocks":{"BK4579":"人工智能","BK4588":"碎股","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4503":"景林资产持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4577":"网络游戏","BK4581":"高盛持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4504":"桥水持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4548":"巴美列捷福持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4528":"SaaS概念","LU0072462426.USD":"贝莱德全球配置 A2","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4592":"伊斯兰概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4534":"瑞士信贷持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4576":"AR","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4527":"明星科技股","MSFT":"微软","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","BK4525":"远程办公概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://news.cnyes.com/news/id/5370784?exp=a","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2381333426","content_text":"在人工智能 (AI) 重要伙伴成长前景乐观的加持下，微软 (MSFT-US) 周二 (7 日) 股价收高逾 1% 至每股 360.53 美元创历史新高，市值约为 2.68 兆美元。美股大盘周二全部上涨，其中 S&P 500 指数连续第 7 日收高，微软则连涨 8 日，如此多日的涨势为 2021 年 1 月 28 日以来首见，且超越 7 月 18 日创下的 359.49 美元前高点。微软公布最新季度财报后当日收高 3.1%，随后迎来一连串上涨，其力道来自 Azure 云端业务的提振。但不只是财报，在经历 8 月和 9 月的科技业疲软潮后，微软的表现已优于同业，自 9 月底以来，该股已上涨 15%，涨幅超过亚马逊 (AMZN-US) 同期 12% 涨幅、Meta (META-US) 6.5%、辉达 (NVDA-US) 和苹果 (AAPL-US) 6% 的涨幅。Alphabet (GOOGL-US) 仅小涨 0.3%，特斯拉则下跌 13% 之多。然而，分析师指出微软的 14 天相对强度指数 (RSI) 可能是一大隐患。RSI 是衡量股票或指数动能或缺乏动能的指标，若下行至越接近 20，超卖程度就越大，反之接近 80 则表示股票处于严重超买状态。通常 RSI 低于 30 就表明股市可能准备反弹，而高于 60 表明股票可能准备回档。微软的 RSI 目前为 72.75，显见已严重超买，并且可能即将回调。但从长期潜力来说，这不意味微软股票不值得购买，原因是微软业务有许多亮点，其中包括云端业务。在经过昨日 ChatGPT 举行的开发者大会后，微软的云端业务应会收获水涨船高的效益，意味着投资者未来几日可能有更好的买进机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":189480669126712,"gmtCreate":1687285250721,"gmtModify":1687285252160,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"先放消息吸引放空,&nbsp;之后再扎空头","listText":"先放消息吸引放空,&nbsp;之后再扎空头","text":"先放消息吸引放空, 之后再扎空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189480669126712","repostId":"1106064535","repostType":2,"repost":{"id":"1106064535","pubTimestamp":1687245111,"share":"https://www.laohu8.com/m/news/1106064535?lang=&edition=full","pubTime":"2023-06-20 15:11","market":"us","language":"zh","title":"距离目标价还远着，“木头姐”又又抛售特斯拉，这是为啥？","url":"https://stock-news.laohu8.com/highlight/detail?id=1106064535","media":"金十数据","summary":"短短一周，方舟基金抛售了上亿美元的特斯拉股票，难道木头姐对特斯拉的青睐这么快就变了？上周五，木头姐（Cathie Wood）旗下的方舟基金又卖出了62415股，价值约1600万美元的特斯拉股票。在此之","content":"<html><head></head><body><blockquote>短短一周，方舟基金抛售了上亿美元的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票，难道木头姐对特斯拉的青睐这么快就变了？</blockquote><p style=\"text-align: justify;\">上周五，木头姐（Cathie Wood）旗下的<strong>方舟基金又卖出了62415股，价值约1600万美元的特斯拉股票</strong>。</p><p style=\"text-align: justify;\">在此之前的上周一，其旗下的创新ETF（ARKK）和其他两个基金<strong>已抛售了39.3万股，价值近1亿美元</strong>的特斯拉股票。</p><p style=\"text-align: justify;\">虽然方舟基金尚未对此次大举抛售作出回应，但究其原因可能是因为最近<strong>特斯拉的股价已经飚得太高</strong>。</p><p style=\"text-align: justify;\">过去一个月里，<strong>特斯拉股票飙升近50%</strong>，相较之下，纳指10%和标普6%的涨幅有点相形见绌了。此轮大涨也<strong>拉动了ARKK同期上涨约15%</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d137a455952d40025d6c7d58829ba35\" title=\"\" tg-width=\"1440\" tg-height=\"944\"/></p><p style=\"text-align: justify;\">不过，木头姐的抛售或许并不是因为觉得特斯拉涨无可涨了。根据<strong>方舟基金公布的特斯拉目标股价</strong>，2027年特斯拉股价预计达到<strong>2000美元</strong>，<strong>比上周五的收盘价还高了近8倍</strong>。也就是说，从现在到2027年年中，特斯拉每年涨幅还需要达到66%才能达到这一目标。</p><p style=\"text-align: justify;\">因此，本轮撤出的决定更可能与投资策略有关。方舟基金一贯的配置策略是，<strong>当某一资产超过投资组合的某个百分比时，公司就会进行削减</strong>。显然，10%是一个临界点。</p><p style=\"text-align: justify;\">由于特斯拉的大涨，目前其在方舟创新ETF中的占比已经达到11%，因此，<strong>近期木头姐可能还会继续卖出特斯拉股票</strong>。</p><p style=\"text-align: justify;\">分散投资可以降低波动性，让投资者接触到多种股票。然而，方舟基金的创新ETF是<strong>相对集中的</strong>。该基金仅持有30只股票，其前10名持仓占总投资组合的62%左右。</p><p style=\"text-align: justify;\">虽然美国证券交易委员会和美国国税局规定了多元化投资工具中头寸比例，但这些规定在这里似乎没有起到作用。</p><p style=\"text-align: justify;\">与先锋基金旗下的ETF（VTI）相比，后者持有3,883只股票。其前10名持股，包括两类Alphabet（GOOGL）股票，约占总资产的28%。</p><p style=\"text-align: justify;\">不过，<strong>任何集中型投资基金都伴随着局限性</strong>，这也是方舟基金正在面临的，即某一只股票表现过优会对基金头寸产生卖压。</p></body></html>","source":"jssj","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>距离目标价还远着，“木头姐”又又抛售特斯拉，这是为啥？</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{ 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{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距离目标价还远着，“木头姐”又又抛售特斯拉，这是为啥？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-20 15:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/115358><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>短短一周，方舟基金抛售了上亿美元的特斯拉股票，难道木头姐对特斯拉的青睐这么快就变了？上周五，木头姐（Cathie Wood）旗下的方舟基金又卖出了62415股，价值约1600万美元的特斯拉股票。在此之前的上周一，其旗下的创新ETF（ARKK）和其他两个基金已抛售了39.3万股，价值近1亿美元的特斯拉股票。虽然方舟基金尚未对此次大举抛售作出回应，但究其原因可能是因为最近特斯拉的股价已经飚得太高。过去...</p>\n\n<a href=\"https://xnews.jin10.com/details/115358\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4527":"明星科技股","TSLA":"特斯拉","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓"},"source_url":"https://xnews.jin10.com/details/115358","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106064535","content_text":"短短一周，方舟基金抛售了上亿美元的特斯拉股票，难道木头姐对特斯拉的青睐这么快就变了？上周五，木头姐（Cathie Wood）旗下的方舟基金又卖出了62415股，价值约1600万美元的特斯拉股票。在此之前的上周一，其旗下的创新ETF（ARKK）和其他两个基金已抛售了39.3万股，价值近1亿美元的特斯拉股票。虽然方舟基金尚未对此次大举抛售作出回应，但究其原因可能是因为最近特斯拉的股价已经飚得太高。过去一个月里，特斯拉股票飙升近50%，相较之下，纳指10%和标普6%的涨幅有点相形见绌了。此轮大涨也拉动了ARKK同期上涨约15%。不过，木头姐的抛售或许并不是因为觉得特斯拉涨无可涨了。根据方舟基金公布的特斯拉目标股价，2027年特斯拉股价预计达到2000美元，比上周五的收盘价还高了近8倍。也就是说，从现在到2027年年中，特斯拉每年涨幅还需要达到66%才能达到这一目标。因此，本轮撤出的决定更可能与投资策略有关。方舟基金一贯的配置策略是，当某一资产超过投资组合的某个百分比时，公司就会进行削减。显然，10%是一个临界点。由于特斯拉的大涨，目前其在方舟创新ETF中的占比已经达到11%，因此，近期木头姐可能还会继续卖出特斯拉股票。分散投资可以降低波动性，让投资者接触到多种股票。然而，方舟基金的创新ETF是相对集中的。该基金仅持有30只股票，其前10名持仓占总投资组合的62%左右。虽然美国证券交易委员会和美国国税局规定了多元化投资工具中头寸比例，但这些规定在这里似乎没有起到作用。与先锋基金旗下的ETF（VTI）相比，后者持有3,883只股票。其前10名持股，包括两类Alphabet（GOOGL）股票，约占总资产的28%。不过，任何集中型投资基金都伴随着局限性，这也是方舟基金正在面临的，即某一只股票表现过优会对基金头寸产生卖压。","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186531099508840,"gmtCreate":1686579176444,"gmtModify":1686579178569,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"游轮旅游大爆发","listText":"游轮旅游大爆发","text":"游轮旅游大爆发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186531099508840","repostId":"2342463995","repostType":2,"repost":{"id":"2342463995","pubTimestamp":1686576054,"share":"https://www.laohu8.com/m/news/2342463995?lang=&edition=full","pubTime":"2023-06-12 21:20","market":"us","language":"zh","title":"小摩：行业前景更具建设性，看好嘉年华、皇家加勒比","url":"https://stock-news.laohu8.com/highlight/detail?id=2342463995","media":"智通财经","summary":"智通财经APP获悉，摩根大通最近在迈阿密与嘉年华邮轮、挪威邮轮、皇家加勒比邮轮的管理层会面后，对邮轮行业的看法变得更具建设性。展望未来，嘉年华邮轮有机会通过增加广告投资来提高品牌清晰度和定价权。嘉年华邮轮较小的产能增长状况预计将为管理层提供更快的去杠杆化途径。截至发稿，嘉年华邮轮盘前涨5.88%，报13.86美元;挪威邮轮盘前涨3.26%，报17.73美元;皇家加勒比邮轮盘前涨2.28%，报93.30美元。","content":"<html><head></head><body><p>6月12日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>最近在迈阿密与<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>、<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>的管理层会面后，对邮轮行业的看法变得更具建设性。邮轮公司高管对当前趋势和2024年初预订持乐观态度，并透露增长势头没有放缓的迹象。一年前被压抑需求正转变为新的动力。这一事件带来的另一个巨大好处是，邮轮运营商的资产负债表灵活性有所提高，有充足的流动性来偿还债务。</p><p>摩根大通分析师Matthew Boss及其团队将嘉年华邮轮的目标价从11美元上调至16美元，评级从“中性”上调至“增持”，部分原因在于其有利的风险/回报组合。嘉年华邮轮在过去两年中采取了一系列措施来改善公司，包括更换了五位新品牌总裁，在疫情期间退役了26艘船舶，将船舶资产重新定位为最具增值价值的品牌，并对邮轮进行了改造，以专注于其核心市场。展望未来，嘉年华邮轮有机会通过增加广告投资来提高品牌清晰度和定价权。嘉年华邮轮较小的产能增长状况预计将为管理层提供更快的去杠杆化途径。</p><p>摩根大通还将挪威邮轮的目标价从15美元上调至16美元，予“中性”评级；将皇家加勒比邮轮的目标价从100美元上调至103美元，予“增持”评级。</p><p>截至发稿，嘉年华邮轮盘前涨5.88%，报13.86美元；挪威邮轮盘前涨3.26%，报17.73美元；皇家加勒比邮轮盘前涨2.28%，报93.30美元。</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>小摩：行业前景更具建设性，看好嘉年华、皇家加勒比</title>\n<style 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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小摩：行业前景更具建设性，看好嘉年华、皇家加勒比\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-12 21:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/944581.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月12日，摩根大通最近在迈阿密与嘉年华邮轮、挪威邮轮、皇家加勒比邮轮的管理层会面后，对邮轮行业的看法变得更具建设性。邮轮公司高管对当前趋势和2024年初预订持乐观态度，并透露增长势头没有放缓的迹象。一年前被压抑需求正转变为新的动力。这一事件带来的另一个巨大好处是，邮轮运营商的资产负债表灵活性有所提高，有充足的流动性来偿还债务。摩根大通分析师Matthew Boss及其团队将嘉年华邮轮的目标价从...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/944581.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6519a4fefaf5c27d84d40f62319661d4","relate_stocks":{"LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4517":"邮轮概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4207":"综合性银行","RCL":"皇家加勒比邮轮","BK4588":"碎股","SG9999002232.USD":"Allianz Global High Payout USD","BK4581":"高盛持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4504":"桥水持仓","SG9999002224.SGD":"Allianz Global High Payout SGD","CCL":"嘉年华邮轮","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4142":"酒店、度假村与豪华游轮","LU0106831901.USD":"贝莱德世界金融基金A2","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP 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SGD","BK4550":"红杉资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/944581.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2342463995","content_text":"6月12日，摩根大通最近在迈阿密与嘉年华邮轮、挪威邮轮、皇家加勒比邮轮的管理层会面后，对邮轮行业的看法变得更具建设性。邮轮公司高管对当前趋势和2024年初预订持乐观态度，并透露增长势头没有放缓的迹象。一年前被压抑需求正转变为新的动力。这一事件带来的另一个巨大好处是，邮轮运营商的资产负债表灵活性有所提高，有充足的流动性来偿还债务。摩根大通分析师Matthew Boss及其团队将嘉年华邮轮的目标价从11美元上调至16美元，评级从“中性”上调至“增持”，部分原因在于其有利的风险/回报组合。嘉年华邮轮在过去两年中采取了一系列措施来改善公司，包括更换了五位新品牌总裁，在疫情期间退役了26艘船舶，将船舶资产重新定位为最具增值价值的品牌，并对邮轮进行了改造，以专注于其核心市场。展望未来，嘉年华邮轮有机会通过增加广告投资来提高品牌清晰度和定价权。嘉年华邮轮较小的产能增长状况预计将为管理层提供更快的去杠杆化途径。摩根大通还将挪威邮轮的目标价从15美元上调至16美元，予“中性”评级；将皇家加勒比邮轮的目标价从100美元上调至103美元，予“增持”评级。截至发稿，嘉年华邮轮盘前涨5.88%，报13.86美元；挪威邮轮盘前涨3.26%，报17.73美元；皇家加勒比邮轮盘前涨2.28%，报93.30美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184614998548496,"gmtCreate":1686096372779,"gmtModify":1686096375890,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"车联网","listText":"车联网","text":"车联网","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184614998548496","repostId":"2341431834","repostType":2,"repost":{"id":"2341431834","pubTimestamp":1686037561,"share":"https://www.laohu8.com/m/news/2341431834?lang=&edition=full","pubTime":"2023-06-06 15:46","market":"us","language":"zh","title":"自动驾驶\"ChatGPT时刻\"来了？马斯克车圈扔核弹：FSD可以给其他车企用 ","url":"https://stock-news.laohu8.com/highlight/detail?id=2341431834","media":"华尔街见闻","summary":"“突然间，你会发现有300万辆车能完全自动驾驶，紧接着就是500万、1000万！”一旦FSD的模型规模、数据积累迈过某一个门槛就会像ChatGPT一样形成爆发之势。马斯克又在车圈丢了一枚核弹：特斯拉的","content":"<html><head></head><body><blockquote><strong>“突然间，你会发现有300万辆车能完全自动驾驶，紧接着就是500万、1000万！”一旦FSD的模型规模、数据积累迈过某一个门槛就会像ChatGPT一样形成爆发之势。</strong></blockquote><p>马斯克又在车圈丢了一枚核弹：特斯拉的FSD（完全自动驾驶“Full Self-Drive”）可以开放给其他车企使用！</p><p>6月5日，曾多次吹爆特斯拉FSD功能的马斯克，在和通用汽车的“铁娘子”CEO 玛丽博拉推特互动之时称，特斯拉一直致力于帮助其他车企，很愿意<strong>授权Autopilot或FSD给其他车企使用。</strong></p><p>玛丽博拉作为坚定支持并推动智能汽车革命的人，在近日的一场演讲中，<strong>公开称赞特斯拉为电动汽车的领军者</strong>。马斯克听闻，立刻在推特上和她互动了起来，马斯克表示：</p><blockquote>特斯拉一直致力于帮助其他车企！</blockquote><blockquote>几年前我们就免费开放了我们的专利，现在我们又开始共享超充网络。</blockquote><blockquote>我们也很愿意<strong>授权Autopilot或FSD给其他车企使用</strong>，当然任何特斯拉的技术也都行！</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b270f3c445a3046a79679ec90cb277e\" tg-width=\"607\" tg-height=\"728\"/></p><p style=\"text-align: justify;\">马斯克在近日接受CNBC采访时，<strong>直言自动驾驶的ChatGPT时刻正在加速到来</strong>。</p><p style=\"text-align: justify;\">马斯克<strong>以特斯拉的Optimus人型机器人为例</strong>，认为目前它的底层感知、识别算法等等，已经和FSD打通复用。这就说明FSD算法本身，也开始了向AGI（通用人工智能）进化的过程。</p><p style=\"text-align: justify;\">一旦FSD的模型规模、数据积累迈过某一个门槛，也会像ChatGPT一样开始爆发式增长。<strong>几乎是一瞬间，300万、500万甚至1000万辆车就会实现全自动驾驶。</strong></p><p style=\"text-align: justify;\">马斯克补充称：</p><blockquote>目前没有任何一家车企或科技公司能称得上仅次于特斯拉。</blockquote><p style=\"text-align: justify;\">此前知名科技博主罗伯特·斯考伯（Robert Scoble）发布了一条推文表示，尽管特斯拉在最新的更新中修复了他上学路线上的两个永久性错误<strong>，但还有更多需要修复的地方。这位博主补充说，他每次开车感到恐惧的次数正在减少</strong>：</p><blockquote>但为了赢得我们的信任，它绝不能在任何驾驶中让我们感到恐惧。</blockquote><blockquote>我感觉特斯拉的人工智能正在加速发展，因为它需要修复的错误更少了。还需要一两次更新来验证我的理论。”</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70344e445701a90030b2c2bcbb0531d5\" tg-width=\"550\" tg-height=\"537\"/></p><p style=\"text-align: justify;\">马斯克回应称，<strong>当特斯拉对FSD测试版的安全性充满信心时，舒适性也会随之而来。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e83aa5fd1c0b8ae7e9c8b3aafb963b7\" tg-width=\"550\" tg-height=\"165\"/></p><p></p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>自动驾驶\"ChatGPT时刻\"来了？马斯克车圈扔核弹：FSD可以给其他车企用 </title>\n<style 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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自动驾驶\"ChatGPT时刻\"来了？马斯克车圈扔核弹：FSD可以给其他车企用 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-06 15:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3690454><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“突然间，你会发现有300万辆车能完全自动驾驶，紧接着就是500万、1000万！”一旦FSD的模型规模、数据积累迈过某一个门槛就会像ChatGPT一样形成爆发之势。马斯克又在车圈丢了一枚核弹：特斯拉的FSD（完全自动驾驶“Full Self-Drive”）可以开放给其他车企使用！6月5日，曾多次吹爆特斯拉FSD功能的马斯克，在和通用汽车的“铁娘子”CEO 玛丽博拉推特互动之时称，特斯拉一直致力于...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3690454\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c44d27a4ecb11e230b25a1fd614e6ef1","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4550":"红杉资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A 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玛丽博拉推特互动之时称，特斯拉一直致力于帮助其他车企，很愿意授权Autopilot或FSD给其他车企使用。玛丽博拉作为坚定支持并推动智能汽车革命的人，在近日的一场演讲中，公开称赞特斯拉为电动汽车的领军者。马斯克听闻，立刻在推特上和她互动了起来，马斯克表示：特斯拉一直致力于帮助其他车企！几年前我们就免费开放了我们的专利，现在我们又开始共享超充网络。我们也很愿意授权Autopilot或FSD给其他车企使用，当然任何特斯拉的技术也都行！马斯克在近日接受CNBC采访时，直言自动驾驶的ChatGPT时刻正在加速到来。马斯克以特斯拉的Optimus人型机器人为例，认为目前它的底层感知、识别算法等等，已经和FSD打通复用。这就说明FSD算法本身，也开始了向AGI（通用人工智能）进化的过程。一旦FSD的模型规模、数据积累迈过某一个门槛，也会像ChatGPT一样开始爆发式增长。几乎是一瞬间，300万、500万甚至1000万辆车就会实现全自动驾驶。马斯克补充称：目前没有任何一家车企或科技公司能称得上仅次于特斯拉。此前知名科技博主罗伯特·斯考伯（Robert Scoble）发布了一条推文表示，尽管特斯拉在最新的更新中修复了他上学路线上的两个永久性错误，但还有更多需要修复的地方。这位博主补充说，他每次开车感到恐惧的次数正在减少：但为了赢得我们的信任，它绝不能在任何驾驶中让我们感到恐惧。我感觉特斯拉的人工智能正在加速发展，因为它需要修复的错误更少了。还需要一两次更新来验证我的理论。”马斯克回应称，当特斯拉对FSD测试版的安全性充满信心时，舒适性也会随之而来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193752783057056,"gmtCreate":1688345673139,"gmtModify":1688345674631,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"因股价上涨，超过基金持股比例的10%","listText":"因股价上涨，超过基金持股比例的10%","text":"因股价上涨，超过基金持股比例的10%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/193752783057056","repostId":"2348591755","repostType":2,"repost":{"id":"2348591755","pubTimestamp":1688345033,"share":"https://www.laohu8.com/m/news/2348591755?lang=&edition=full","pubTime":"2023-07-03 08:43","market":"us","language":"zh","title":"“木头姐”6月连续七次减持特斯拉！累计抛售逾63万股，套现逾16亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2348591755","media":"环球市场播报","summary":"凯茜·伍德的方舟投资管理公司上周五又抛售了72183股$特斯拉(TSLA)$股票，价值约1890万美元，就在$特斯拉(TSLA)$公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉，累计已抛售了逾63万股，套现逾16亿美元。随着特斯拉股价持续走高，伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里，该基金共卖出了108805股特斯拉股票，套现约2820万美元。特斯拉股价上周五上涨1.66%，收于261.77美元。今年上半年累计上涨了125.5%。该公司周日公布的数据显示，第二季度交付量为466140辆，同比增长83%，创下季度销售纪录。","content":"<html><head></head><body><p>凯茜·伍德的方舟投资管理公司上周五又抛售了72183股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票，价值约1890万美元，就在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公布第二季度交付数据之前。</p><p>这是伍德的公司本月第七次减持特斯拉，累计已抛售了逾63万股，套现逾16亿美元。</p><p>随着特斯拉股价持续走高，伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里，该基金共卖出了108805股特斯拉股票，套现约2820万美元。</p><p>特斯拉股价上周五上涨1.66%，收于261.77美元。今年上半年累计上涨了125.5%。</p><p>该公司周日公布的数据显示，第二季度交付量为466140辆，同比增长83%，创下季度销售纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ad936abdd4d58c27be0d761e3f43886\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“木头姐”6月连续七次减持特斯拉！累计抛售逾63万股，套现逾16亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n“木头姐”6月连续七次减持特斯拉！累计抛售逾63万股，套现逾16亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 08:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯茜·伍德的方舟投资管理公司上周五又抛售了72183股特斯拉股票，价值约1890万美元，就在特斯拉公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉，累计已抛售了逾63万股，套现逾16亿美元。随着特斯拉股价持续走高，伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里，该基金共卖出了108805股特斯拉股票，套现约2820万美元。特斯拉股价上周五上涨1.66%，收于261.77美元...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e4064af494cb5a70b149f47eb448dc2c","relate_stocks":{"BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLA":"特斯拉","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2348591755","content_text":"凯茜·伍德的方舟投资管理公司上周五又抛售了72183股特斯拉股票，价值约1890万美元，就在特斯拉公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉，累计已抛售了逾63万股，套现逾16亿美元。随着特斯拉股价持续走高，伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里，该基金共卖出了108805股特斯拉股票，套现约2820万美元。特斯拉股价上周五上涨1.66%，收于261.77美元。今年上半年累计上涨了125.5%。该公司周日公布的数据显示，第二季度交付量为466140辆，同比增长83%，创下季度销售纪录。","news_type":1},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"对的，方舟预计特斯拉到2027年，股价会到2000，要是没有这个规则，绝对不会卖","text":"对的，方舟预计特斯拉到2027年，股价会到2000，要是没有这个规则，绝对不会卖","html":"对的，方舟预计特斯拉到2027年，股价会到2000，要是没有这个规则，绝对不会卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300099641,"gmtCreate":1601905848483,"gmtModify":1703825348445,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"忽视安全边际，即使买入优秀企业的股票，也会因买价过高而难以盈利。这一点，对于当今的中国股市，尤具警醒作用。","listText":"忽视安全边际，即使买入优秀企业的股票，也会因买价过高而难以盈利。这一点，对于当今的中国股市，尤具警醒作用。","text":"忽视安全边际，即使买入优秀企业的股票，也会因买价过高而难以盈利。这一点，对于当今的中国股市，尤具警醒作用。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/300099641","repostId":"1194380370","repostType":2,"repost":{"id":"1194380370","pubTimestamp":1601897204,"share":"https://www.laohu8.com/m/news/1194380370?lang=&edition=full","pubTime":"2020-10-05 19:26","market":"us","language":"zh","title":"伍超明：美股步入熊市只是时间问题！","url":"https://stock-news.laohu8.com/highlight/detail?id=1194380370","media":"网易研究局","summary":"2008年全球金融危机以来，美股迎来十余年的大牛市，期间涨幅超过4倍，2020年新冠肺炎疫情冲击下，美股先下后上，再创历史新高。未来美股是否面临大幅调整压力，市场高度关注且争议较大。","content":"<p><b>作者|伍超明、胡文艳（财信国际经济研究院）</b></p>\n<p><img src=\"https://static.tigerbbs.com/24ccaa9e2d5ee542c3c76d1dded33fd0\" tg-width=\"660\" tg-height=\"371\"></p>\n<p><b>核心观点：</b></p>\n<p>2008年全球金融危机以来，美股迎来十余年的大牛市，期间涨幅超过4倍，2020年新冠肺炎疫情冲击下，美股先下后上，再创历史新高。未来美股是否面临大幅调整压力，市场高度关注且争议较大。本报告从宏观经济框架和估值两个视角，对未来美股走势进行研判。</p>\n<p><b>观点一：</b>在美国宏观经济分析框架中，收入决定消费，消费主导经济，收入为美股领先指标，就业为滞后指标。1965年至今美国的历史实践表明，实际单位时间收入增速的下降，预示美股随后将出现较大幅度调整或陷入熊市，为分析框架中的逻辑提供了验证。</p>\n<p><b>观点二：</b>基于宏观分析框架逻辑和视角，未来美股步入熊市只是时间问题，因为领先指标实际单位时间收入增速将不可避免进入一个明显下降期。一是公共卫生危机期间美国财政债务负担显著重于次贷危机，个人转移支付收入高增长不可持续，实际单位时间收入增速的异常提高只是暂时现象。二是疫情期间服务业失业现象最严重，劳动供给减少导致服务业单位时间收入增速不降反升，疫情好转后供给增加将降低服务业收入增速。三是美国通货膨胀水平将逐步恢复到2%的目标值附近，将拉低实际收入增速。</p>\n<p><b>观点三：</b>基于估值视角，美股回落风险大于上涨概率。一是从历史比较角度看，多指标预警美股正处于估值偏高状态，如标普500市盈率、股油比等估值指标均已处于历史前5%分位，进一步抬升的空间已有限。二是美股头部个股赛道拥挤，估值调整压力更为突出，目前美股6家头部科技公司FAAMNG总市值占标普500比重达到23%，大幅高于历史其他阶段水平。三是推动美股估值上涨的动力正趋于弱化，如受美国财政货币空间日益逼仄、市场通胀预期抬升影响，美债利率下行的动能减弱，海外二次疫情爆发也将对市场风险偏好形成压制，均不利于估值抬升。</p>\n<p><b>观点四：</b>无论是从宏观框架下的美股领先指标，还是从各种估值指标看，未来美股盈利和估值将大概率向同一方向调整。</p>\n<p><b>正文：</b></p>\n<p>2007年美国发生次贷危机以来，美股标普500指数自2009年3月6日见底666.79点，此后一路上涨，截止2020年9月份达到高点3588.11，期间涨幅超过4倍。此轮上涨已长达10余年，未来是否面临大幅调整，海内外各大机构、学界和其他有关部门都有诸多研究，结果不一，争议较大。与市场大部分研究分析不同的是，本报告从两个视角来分析美股，一个是基于美国宏观经济分析框架，提出美股调整的领先指标，并用美国的历史数据进行验证，在此基础上预判美股方向；另一个是从市场普遍运用的估值方法，分析美股的内在调整压力大小。</p>\n<p><b>一、基于宏观经济框架：收入为美股领先指标</b></p>\n<p><b>（一）美国宏观经济分析框架：收入决定消费，消费主导经济，收入为美股领先指标</b></p>\n<p>个人消费支出（PCE）在美国经济中处于核心地位，2019年其在GDP中的占比达到69.4%（见图1），意味着个人消费支出决定了近七成的实际GDP规模变化。而在由耐用品、非耐用品和服务开支构成的个人消费中，服务支出又处于绝对主体地位，2019年的比重为64.4%。因此，个人消费和服务支出主导着美国宏观经济周期的运行波动。</p>\n<p>决定美国个人消费支出的变量又是什么？为此我们从经济周期的核心决定因素入手，建立美国宏观经济周期的分析框架（见图2）（具体分析请参阅《2020年美国经济衰退？美元资产盛宴结束？》）。从逻辑关系上看，个人收入（主要是工资和薪水）是消费支出的主要驱动力，信贷和借款也能驱动消费支出；消费支出是工业生产周期性波动的关键决定因素，而工业（制造业）生产的增长和下降又是带动资本支出（即厂房和设备开支）变化的重要力量；消费支出、工业生产和服务以及资本支出代表了企业利润的核心变量，因此企业利润主要取决于消费支出；而企业利润的变化，将直接通过股市涨跌体现出来，同时也决定了就业人数的变化。</p>\n<p>在上述框架中，收入不仅是消费的领先指标，也是股市的领先指标，而市场广泛关注的美国就业数据，其实是滞后指标，而非领先指标，是经济变量变化后的事后反映。</p>\n<p><img src=\"https://static.tigerbbs.com/4a8f45cbec413ff4ec10fdc0efc039d7\" tg-width=\"660\" tg-height=\"326\"><img src=\"https://static.tigerbbs.com/78f0bb2bda616e55c3ecb9408557986e\" tg-width=\"660\" tg-height=\"463\"></p>\n<p><b>（二）美国历史经验：收入为美股领先指标</b></p>\n<p>收入变量我们选用美国非农企业员工的单位时间收入，并剔除通货膨胀因素的影响，得到实际单位时间收入；美国股票市场则选取采样面更广、代表性更强的标普500指数。由于数据可获取性原因，这里分析1965年1月至今收入与美股之间的关系。</p>\n<p><b>1、1965-1985年：实际单位时间收入是股市下降的有效领先指标</b></p>\n<p>在1965-1985年期间，标普500指数经历了跌幅超过或接近20%的6次熊市，即1966年4月-10月、1968年12月-1970年5月、1973年1月-1974年10月、1977年1月-1978年3月、1980年12月-1982年8月、1983年10月-1984年7月。其中5次熊市发生前，都经历了实际单位时间收入增速的下降，后者领先时间长度在1-4个月不等，1980-1982年是例外（见图3）。除此之外，20年期间还出现过三次（1978-1980、1982、1986年）收入增速下降，但美股反而上升的现象，这是否意味着实际单位时间收入增速不是股市的可靠领先指标，答案当然是否定的。</p>\n<p>1978-1980年实际单位时间收入增速下降，但股市反而上涨，主要原因是1978-1980年能源、金属等产品价格大幅上涨，如能源价格指数从5.1%上涨至47.1%，在其推动下美国通货膨胀水平从6%快速提高到近12%（见图4），股票市场中的通货膨胀受益行业股价出现大幅上涨，推高了美股，但非通胀类股票仍然处于熊市。1981-1982年能源、金属等产品价格大幅下降，拉动通货膨胀水平快速下行，通胀受益类股票在高估值和业绩承压的双重压力下大幅调整，导致股市下跌进入熊市。</p>\n<p><img src=\"https://static.tigerbbs.com/3ce31cbf2ad7efcf9ef1f288ff822e6c\" tg-width=\"660\" tg-height=\"362\"></p>\n<p>对于1982年和1986年实际单位时间收入增速下降、美股反向上行，原因在于里根总统减税计划造成的异常。里根总统的减税计划，导致个人所得累进税率从70%降到28%，利息、红利等资本利得税税率从28%降到20%，企业所得税率从46%降低到34%。减税的实质是政府把财政收入的一部分转移给个人和企业，因此尽管居民收入增速没有提高，但单位收入中用于消费的部分增加了。因此，美国历史上每次减税措施出台后，一般都会出现消费支出与收入增速背离发展、股市上涨的现象。由于减税降低了企业投资成本，增加了投资支出和企业利润，也是推动股市上涨的力量。</p>\n<p>综上，单位时间收入下降为美股调整领先指标的结论仍然成立。</p>\n<p><img src=\"https://static.tigerbbs.com/ea5d7aa0044e80ad191c0983b5e51cb0\" tg-width=\"660\" tg-height=\"309\"></p>\n<p><b>2、1986-2006年：实际单位时间收入是股市下降的有效领先指标</b></p>\n<p>在1986-2006年期间，美股经历了5次熊市，其中4次熊市的出现，收入增速指标都起到了很好的领先作用（见图6）。而2000-2001年长达一年的熊市，实际单位时间收入增速没有起到预示作用，原因在于股市调整前的几年时间里，90年代股市长牛的财富效应使消费支出保持了高速增长（见图5），经济增速呈现出强劲增长势头，如1996-2000年年均GDP增速达到4.3%，导致收入增速放缓对股市的影响出现延迟。但经济规律最终还是会发挥作用，该来的还是会来，2000年开始了长达1年的熊市。</p>\n<p>至于2003-2006年收入增速和股市的反向变化，源于2003年布什总统减税计划造成的异常，具体原因见上文，这里不再赘述。</p>\n<p><img src=\"https://static.tigerbbs.com/4d5d08679beb3024ccdc4e1925fbc98e\" tg-width=\"660\" tg-height=\"367\"></p>\n<p><b>3、2006-2020年：实际单位时间收入是股市下降的有效领先指标</b></p>\n<p>在2006-2020年期间，美股经历了6次熊市，其中5次熊市的出现，收入增速指标领先作用明显（见图7）。2018年熊市的出现，实际单位时间收入增速并没有出现下降，主要原因与中美贸易摩擦升级有关，导致市场对经济增长的担忧，情绪转差，风险偏好降低。</p>\n<p>在2006-2020年期间，美国发生了两次性质不一样的危机。一次是始于2007年的次贷危机，另一次是2020年初以来正在经历的新冠肺炎疫情公共卫生危机。两次危机的发生，实际单位时间收入增速不降反升，看似违背常理，实际上并不矛盾。一是危机期间美国货币财政政策都采取了积极应对措施，转移支付力度明显加大，包括社会保障、医疗保险、医疗补助、失业保险、退伍军人福利等在内的个人转移支付收入增速快速提高，带动个人收入增速提高（见图8），但由于转移支付持续性不强，最终收入增速将回归经济基本面决定；二是危机发生后通货膨胀水平都会出现大幅下降（见图9），导致实际收入增速提高，但随着经济的恢复，通胀水平将趋于提高，实际收入增速也将下降。因此，危机期间实际单位时间收入增速的提高，是一种暂时性现象。</p>\n<p><img src=\"https://static.tigerbbs.com/fbaaae88b1795357de28cf48149a5328\" tg-width=\"660\" tg-height=\"368\"><img src=\"https://static.tigerbbs.com/bc82ef3f30157e02e712c34c853f6767\" tg-width=\"660\" tg-height=\"263\"></p>\n<p><b>二、美股步入熊市只是时间问题</b></p>\n<p><b>（一）领先指标实际单位时间收入增速将不可避免地经历一个下降期</b></p>\n<p>2007年次贷危机的实践表明，实际单位时间收入增速在政策刺激和通缩影响下，经历短暂的提高后趋于下降，随后股市在2010和2011年两次步入熊市（见图7）。与次贷危机相比，2020年发生的公共卫生危机，对单位时间收入增速的影响可能更大，高增速更难持续，未来下降不可避免。</p>\n<p><b>一是公共卫生危机期间个人转移支付收入增速明显高于次贷危机，但美国财政债务负担显著重于次贷危机，转移收入高增长不可持续。</b>如2008年美国联邦财政预算赤字为4590亿美元，当年实际赤字6805亿美元，财政赤字超过预算水平的48%；而2020年预算赤字为10830亿美元，但今年1-8月实际发生赤字26508亿美元，已超过预算水平的145%（见图10），年内随着新财政刺激政策的出台，赤字将再创新高。因此，如果美国继续实施财政刺激，短期内能勉强维持收入增速，但根据2008-2009年的历史经验，收入增速回归经济基本面支配是必然选择，下降难以避免（见图11）。</p>\n<p><img src=\"https://static.tigerbbs.com/234e2cb27f039db226d05504ac440f50\" tg-width=\"660\" tg-height=\"266\"></p>\n<p><b>二是服务业单位时间收入难以持续高增长。</b>从行业就业数据看，服务业在美国非农就业中占比最高，2019年以来持续保持在86%左右，因此服务业单位时间收入决定了整个非农就业的单位时间收入水平。但在2020年疫情公共卫生危机冲击下，出现一个反常现象，就是服务业单位时间收入增速出现大幅提高，而不是下降，从而带动单位时薪增速出现跃升（见图12）。其中原因在于，疫情冲击下劳动聚集性服务业受到的冲击最大，失业现象最严重（见图13），就业人数减少导致工资和单位时薪不减反增。但是，这种现象属于疫情卫生危机的特有现象，在2007年次贷危机中并没有出现，所以只要疫情出现好转，尤其是疫苗出现后，服务业就业人数就会逐步恢复正常，服务业单位时薪也将降至正常水平，从而推动单位时间收入增速下降。</p>\n<p><b>三是美国通货膨胀水平将逐步恢复到2%的目标值附近。</b>疫情冲击下美国需求下降，通胀水平也经历了快速下降，如个人消费支出物价指数（PCE）从2020年1月份的1.9%，快速降至4月份的0.5%（4月为上半年疫情爆发高峰期），随后逐步恢复到7月份的1.0%。预计未来通胀水平将在美联储宽松货币政策刺激和疫情好转的联合作用下，逐步恢复到2%甚至更高水平，剔除通胀因素后，实际单位时间收入增速将降低。</p>\n<p>当前虽然全球疫情第二波正在来袭，但在拥有前期防控经验和疫苗有望上市的基础上，疫情对全球经济影响的最严重阶段大概率已经过去。疫情的蔓延和迟迟难以结束，会使全球经济复苏的速度放缓，经济恢复到疫情前水平的时间延长，宽松货币财政政策的退出时间也被延长，但疫情迟早会被战胜，不会改变经济复苏的趋势。因此，转移支付收入和服务业单位时间收入增速将会下降，通胀水平将上升，在三方面因素的共同作用下，未来美国实际单位时间收入增速将经历一个明显的下降期。</p>\n<p><img src=\"https://static.tigerbbs.com/4296813b0cab4a4057b7b3c61add84fd\" tg-width=\"660\" tg-height=\"273\"></p>\n<p><b>（二）美股进入熊市只是时间问题</b></p>\n<p>根据美国宏观经济分析框架，以及实际单位时间收入增速下降领先美股调整的历史经验（收入增速提高不是美股的领先指标），未来美国股票市场演变将大概率遵循如下逻辑：实际单位时间收入增速下降，占美国GDP近70%的消费支出增速降低，带动工业生产和资本支出进入下降周期，实际GDP增速将随之降低，企业利润恶化，美国股市调整。因此，在未来实际单位时间收入增速将不可避免地经历一个下降期的前景下，美股经历熊市也只是时间早晚问题。</p>\n<p><b>三、估值视角：回落风险大于上涨概率</b></p>\n<p>根据经典的DDM股票定价模型，股票价格取决于盈利、无风险利率和风险偏好三个因素。因此，除了上文所分析的盈利因素外，能综合反映无风险利率和风险偏好的估值，也是影响美股的重要因子。根据我们的统计，1991年以来盈利和估值对美股的贡献不一，总体上估值的影响不容小觑，尤其是当估值与盈利出现背离时，股指涨跌有时会选择和估值站在同一边，如1994、2000、2002和2018年等（见图14）。</p>\n<p><img src=\"https://static.tigerbbs.com/fe6f9787cd8dac9cea094b35def909ca\" tg-width=\"660\" tg-height=\"265\"></p>\n<p>那么当前美股估值处于什么水平？未来是否还有抬升空间？本文认为美股估值回落风险或已大于上涨概率。</p>\n<p><b>一是从历史比较角度看，多指标预警美股正处于估值偏高状态。</b>本文选取九个经典的金融指标对美股进行全面体检（见表1），结果显示：其一，反映美股价格与盈利增长空间偏离程度的市盈率、市销率、市净率、市现率等估值指标中，有两个已处于历史前5%区间，最低的市现率也位于历史前23%的水平，表明上述指标进一步抬升空间均较为有限。其二，反映美股与其他大类资产性价比的股金比、股油比、股票收益率/十年期国债收益率等指标，分别位于历史前30%、5%和1%分位，也显示美股获得超额收益的概率偏低，吸引力不及其他资产。其三，从美股总市值占GDP的比重看，目前该值已处于历史最高位，达到239.4%，高出07年牛市高点近100个百分点，意味着目前美股已严重脱离基本面，未来估值收敛压力非常大。</p>\n<p><img src=\"https://static.tigerbbs.com/2f74cb2b21fa687c4d50af35ed76f1c8\" tg-width=\"660\" tg-height=\"398\"></p>\n<p><b>二是美股头部个股赛道拥挤，估值调整压力更为突出。</b>从全部美股估值分布看，高低估值分化极端，2020年高估值个股数量占比大幅提升，估值结构稳定性堪忧，如截止9月23日，美股15倍以上PB（即市净率=每股股价/每股净资产）个股数量占比达到6.1%，为2010年和2019年的3倍以上（见图15）。从标普500中6家头部公司市值占比看，美股上涨过度集中的情况更为突出，如截止2020年9月23日，美股6家头部科技公司FAAMNG总市值占标普500的比重为23%左右，较年初提高逾5个百分点，高于互联网泡沫期间DOTCOM市值占比高点近7个百分点。美股高估值个股数量占比过大，头部个股赛道拥挤，意味着市场微观结构脆弱性增加，一旦前期推动估值上涨的因素有所弱化，抱团板块带动全部美股估值回调压力将非常大。</p>\n<p><b>三是推动美股估值上涨的动力正趋于弱化。</b>根据DDM模型，估值上升主要由无风险利率下降或风险偏好上升推动，如疫情发生以来，美国十年期国债收益率中枢大幅回落100BP以上，是本轮美股估值抬升的主因。但随着美国财政货币空间日益逼仄，市场通胀预期抬升，美债利率继续下降动能明显弱化，同时海外二次疫情爆发对市场风险偏好的抬升也将持续形成制约。具体来看，其一，美国联邦基金目标利率已降至0-0.25%的历史最低位（见图16），且美联储多次明确表示不会实行零利率，意味着美国降息驱动市场利率下行的空间已微乎其微。其二，美联储本轮扩表力度为2008年金融危机期间的两倍以上，且近期美联储调整其货币政策框架，短期通胀水平超过2%的目标值也不加息，均可能会推升市场通胀预期，引发利率上行。在9月最新议息会议纪要中，美联储已全面上调美国2020、2021和2022年个人消费支出（PCE）通胀水平。6月份以来，美国核心PCE也已出现抬升迹象(见图17)，均指向美国通胀回升或难以避免，美债利率上行风险加大。</p>\n<p><img src=\"https://static.tigerbbs.com/4a5d0201f264a0117df3fb2ca3249b87\" tg-width=\"660\" tg-height=\"302\"></p>\n<p><b>四、结论：未来美股步入熊市只是时间问题</b></p>\n<p>无论是基于宏观框架下的美股领先指标——实际单位时间收入增速在未来将不可避免地经历一个下降期，还是从各种估值指标看，未来美国股市盈利和估值将大概率向同一方向调整，意味着美股步入熊市只是时间问题。过渡期的长短，由于疫情影响，尤其是疫情期间出台的系列刺激政策，对影响股市波动的周期性因素形成很大扰动。因此，预计要等疫情消退、经济恢复到正常周期，经济周期因素再次决定经济发展后，更能作出较好的判断。</p>","source":"lsy1587117682320","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>伍超明：美股步入熊市只是时间问题！</title>\n<style 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}\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伍超明：美股步入熊市只是时间问题！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-05 19:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://money.163.com/20/1005/19/FO6RIAQC00258J1R.html><strong>网易研究局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|伍超明、胡文艳（财信国际经济研究院）\n\n核心观点：\n2008年全球金融危机以来，美股迎来十余年的大牛市，期间涨幅超过4倍，2020年新冠肺炎疫情冲击下，美股先下后上，再创历史新高。未来美股是否面临大幅调整压力，市场高度关注且争议较大。本报告从宏观经济框架和估值两个视角，对未来美股走势进行研判。\n观点一：在美国宏观经济分析框架中，收入决定消费，消费主导经济，收入为美股领先指标，就业为滞后指标。...</p>\n\n<a href=\"http://money.163.com/20/1005/19/FO6RIAQC00258J1R.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/27e006312f0bf9d82aabac1d9dfa3a1c","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://money.163.com/20/1005/19/FO6RIAQC00258J1R.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194380370","content_text":"作者|伍超明、胡文艳（财信国际经济研究院）\n\n核心观点：\n2008年全球金融危机以来，美股迎来十余年的大牛市，期间涨幅超过4倍，2020年新冠肺炎疫情冲击下，美股先下后上，再创历史新高。未来美股是否面临大幅调整压力，市场高度关注且争议较大。本报告从宏观经济框架和估值两个视角，对未来美股走势进行研判。\n观点一：在美国宏观经济分析框架中，收入决定消费，消费主导经济，收入为美股领先指标，就业为滞后指标。1965年至今美国的历史实践表明，实际单位时间收入增速的下降，预示美股随后将出现较大幅度调整或陷入熊市，为分析框架中的逻辑提供了验证。\n观点二：基于宏观分析框架逻辑和视角，未来美股步入熊市只是时间问题，因为领先指标实际单位时间收入增速将不可避免进入一个明显下降期。一是公共卫生危机期间美国财政债务负担显著重于次贷危机，个人转移支付收入高增长不可持续，实际单位时间收入增速的异常提高只是暂时现象。二是疫情期间服务业失业现象最严重，劳动供给减少导致服务业单位时间收入增速不降反升，疫情好转后供给增加将降低服务业收入增速。三是美国通货膨胀水平将逐步恢复到2%的目标值附近，将拉低实际收入增速。\n观点三：基于估值视角，美股回落风险大于上涨概率。一是从历史比较角度看，多指标预警美股正处于估值偏高状态，如标普500市盈率、股油比等估值指标均已处于历史前5%分位，进一步抬升的空间已有限。二是美股头部个股赛道拥挤，估值调整压力更为突出，目前美股6家头部科技公司FAAMNG总市值占标普500比重达到23%，大幅高于历史其他阶段水平。三是推动美股估值上涨的动力正趋于弱化，如受美国财政货币空间日益逼仄、市场通胀预期抬升影响，美债利率下行的动能减弱，海外二次疫情爆发也将对市场风险偏好形成压制，均不利于估值抬升。\n观点四：无论是从宏观框架下的美股领先指标，还是从各种估值指标看，未来美股盈利和估值将大概率向同一方向调整。\n正文：\n2007年美国发生次贷危机以来，美股标普500指数自2009年3月6日见底666.79点，此后一路上涨，截止2020年9月份达到高点3588.11，期间涨幅超过4倍。此轮上涨已长达10余年，未来是否面临大幅调整，海内外各大机构、学界和其他有关部门都有诸多研究，结果不一，争议较大。与市场大部分研究分析不同的是，本报告从两个视角来分析美股，一个是基于美国宏观经济分析框架，提出美股调整的领先指标，并用美国的历史数据进行验证，在此基础上预判美股方向；另一个是从市场普遍运用的估值方法，分析美股的内在调整压力大小。\n一、基于宏观经济框架：收入为美股领先指标\n（一）美国宏观经济分析框架：收入决定消费，消费主导经济，收入为美股领先指标\n个人消费支出（PCE）在美国经济中处于核心地位，2019年其在GDP中的占比达到69.4%（见图1），意味着个人消费支出决定了近七成的实际GDP规模变化。而在由耐用品、非耐用品和服务开支构成的个人消费中，服务支出又处于绝对主体地位，2019年的比重为64.4%。因此，个人消费和服务支出主导着美国宏观经济周期的运行波动。\n决定美国个人消费支出的变量又是什么？为此我们从经济周期的核心决定因素入手，建立美国宏观经济周期的分析框架（见图2）（具体分析请参阅《2020年美国经济衰退？美元资产盛宴结束？》）。从逻辑关系上看，个人收入（主要是工资和薪水）是消费支出的主要驱动力，信贷和借款也能驱动消费支出；消费支出是工业生产周期性波动的关键决定因素，而工业（制造业）生产的增长和下降又是带动资本支出（即厂房和设备开支）变化的重要力量；消费支出、工业生产和服务以及资本支出代表了企业利润的核心变量，因此企业利润主要取决于消费支出；而企业利润的变化，将直接通过股市涨跌体现出来，同时也决定了就业人数的变化。\n在上述框架中，收入不仅是消费的领先指标，也是股市的领先指标，而市场广泛关注的美国就业数据，其实是滞后指标，而非领先指标，是经济变量变化后的事后反映。\n\n（二）美国历史经验：收入为美股领先指标\n收入变量我们选用美国非农企业员工的单位时间收入，并剔除通货膨胀因素的影响，得到实际单位时间收入；美国股票市场则选取采样面更广、代表性更强的标普500指数。由于数据可获取性原因，这里分析1965年1月至今收入与美股之间的关系。\n1、1965-1985年：实际单位时间收入是股市下降的有效领先指标\n在1965-1985年期间，标普500指数经历了跌幅超过或接近20%的6次熊市，即1966年4月-10月、1968年12月-1970年5月、1973年1月-1974年10月、1977年1月-1978年3月、1980年12月-1982年8月、1983年10月-1984年7月。其中5次熊市发生前，都经历了实际单位时间收入增速的下降，后者领先时间长度在1-4个月不等，1980-1982年是例外（见图3）。除此之外，20年期间还出现过三次（1978-1980、1982、1986年）收入增速下降，但美股反而上升的现象，这是否意味着实际单位时间收入增速不是股市的可靠领先指标，答案当然是否定的。\n1978-1980年实际单位时间收入增速下降，但股市反而上涨，主要原因是1978-1980年能源、金属等产品价格大幅上涨，如能源价格指数从5.1%上涨至47.1%，在其推动下美国通货膨胀水平从6%快速提高到近12%（见图4），股票市场中的通货膨胀受益行业股价出现大幅上涨，推高了美股，但非通胀类股票仍然处于熊市。1981-1982年能源、金属等产品价格大幅下降，拉动通货膨胀水平快速下行，通胀受益类股票在高估值和业绩承压的双重压力下大幅调整，导致股市下跌进入熊市。\n\n对于1982年和1986年实际单位时间收入增速下降、美股反向上行，原因在于里根总统减税计划造成的异常。里根总统的减税计划，导致个人所得累进税率从70%降到28%，利息、红利等资本利得税税率从28%降到20%，企业所得税率从46%降低到34%。减税的实质是政府把财政收入的一部分转移给个人和企业，因此尽管居民收入增速没有提高，但单位收入中用于消费的部分增加了。因此，美国历史上每次减税措施出台后，一般都会出现消费支出与收入增速背离发展、股市上涨的现象。由于减税降低了企业投资成本，增加了投资支出和企业利润，也是推动股市上涨的力量。\n综上，单位时间收入下降为美股调整领先指标的结论仍然成立。\n\n2、1986-2006年：实际单位时间收入是股市下降的有效领先指标\n在1986-2006年期间，美股经历了5次熊市，其中4次熊市的出现，收入增速指标都起到了很好的领先作用（见图6）。而2000-2001年长达一年的熊市，实际单位时间收入增速没有起到预示作用，原因在于股市调整前的几年时间里，90年代股市长牛的财富效应使消费支出保持了高速增长（见图5），经济增速呈现出强劲增长势头，如1996-2000年年均GDP增速达到4.3%，导致收入增速放缓对股市的影响出现延迟。但经济规律最终还是会发挥作用，该来的还是会来，2000年开始了长达1年的熊市。\n至于2003-2006年收入增速和股市的反向变化，源于2003年布什总统减税计划造成的异常，具体原因见上文，这里不再赘述。\n\n3、2006-2020年：实际单位时间收入是股市下降的有效领先指标\n在2006-2020年期间，美股经历了6次熊市，其中5次熊市的出现，收入增速指标领先作用明显（见图7）。2018年熊市的出现，实际单位时间收入增速并没有出现下降，主要原因与中美贸易摩擦升级有关，导致市场对经济增长的担忧，情绪转差，风险偏好降低。\n在2006-2020年期间，美国发生了两次性质不一样的危机。一次是始于2007年的次贷危机，另一次是2020年初以来正在经历的新冠肺炎疫情公共卫生危机。两次危机的发生，实际单位时间收入增速不降反升，看似违背常理，实际上并不矛盾。一是危机期间美国货币财政政策都采取了积极应对措施，转移支付力度明显加大，包括社会保障、医疗保险、医疗补助、失业保险、退伍军人福利等在内的个人转移支付收入增速快速提高，带动个人收入增速提高（见图8），但由于转移支付持续性不强，最终收入增速将回归经济基本面决定；二是危机发生后通货膨胀水平都会出现大幅下降（见图9），导致实际收入增速提高，但随着经济的恢复，通胀水平将趋于提高，实际收入增速也将下降。因此，危机期间实际单位时间收入增速的提高，是一种暂时性现象。\n\n二、美股步入熊市只是时间问题\n（一）领先指标实际单位时间收入增速将不可避免地经历一个下降期\n2007年次贷危机的实践表明，实际单位时间收入增速在政策刺激和通缩影响下，经历短暂的提高后趋于下降，随后股市在2010和2011年两次步入熊市（见图7）。与次贷危机相比，2020年发生的公共卫生危机，对单位时间收入增速的影响可能更大，高增速更难持续，未来下降不可避免。\n一是公共卫生危机期间个人转移支付收入增速明显高于次贷危机，但美国财政债务负担显著重于次贷危机，转移收入高增长不可持续。如2008年美国联邦财政预算赤字为4590亿美元，当年实际赤字6805亿美元，财政赤字超过预算水平的48%；而2020年预算赤字为10830亿美元，但今年1-8月实际发生赤字26508亿美元，已超过预算水平的145%（见图10），年内随着新财政刺激政策的出台，赤字将再创新高。因此，如果美国继续实施财政刺激，短期内能勉强维持收入增速，但根据2008-2009年的历史经验，收入增速回归经济基本面支配是必然选择，下降难以避免（见图11）。\n\n二是服务业单位时间收入难以持续高增长。从行业就业数据看，服务业在美国非农就业中占比最高，2019年以来持续保持在86%左右，因此服务业单位时间收入决定了整个非农就业的单位时间收入水平。但在2020年疫情公共卫生危机冲击下，出现一个反常现象，就是服务业单位时间收入增速出现大幅提高，而不是下降，从而带动单位时薪增速出现跃升（见图12）。其中原因在于，疫情冲击下劳动聚集性服务业受到的冲击最大，失业现象最严重（见图13），就业人数减少导致工资和单位时薪不减反增。但是，这种现象属于疫情卫生危机的特有现象，在2007年次贷危机中并没有出现，所以只要疫情出现好转，尤其是疫苗出现后，服务业就业人数就会逐步恢复正常，服务业单位时薪也将降至正常水平，从而推动单位时间收入增速下降。\n三是美国通货膨胀水平将逐步恢复到2%的目标值附近。疫情冲击下美国需求下降，通胀水平也经历了快速下降，如个人消费支出物价指数（PCE）从2020年1月份的1.9%，快速降至4月份的0.5%（4月为上半年疫情爆发高峰期），随后逐步恢复到7月份的1.0%。预计未来通胀水平将在美联储宽松货币政策刺激和疫情好转的联合作用下，逐步恢复到2%甚至更高水平，剔除通胀因素后，实际单位时间收入增速将降低。\n当前虽然全球疫情第二波正在来袭，但在拥有前期防控经验和疫苗有望上市的基础上，疫情对全球经济影响的最严重阶段大概率已经过去。疫情的蔓延和迟迟难以结束，会使全球经济复苏的速度放缓，经济恢复到疫情前水平的时间延长，宽松货币财政政策的退出时间也被延长，但疫情迟早会被战胜，不会改变经济复苏的趋势。因此，转移支付收入和服务业单位时间收入增速将会下降，通胀水平将上升，在三方面因素的共同作用下，未来美国实际单位时间收入增速将经历一个明显的下降期。\n\n（二）美股进入熊市只是时间问题\n根据美国宏观经济分析框架，以及实际单位时间收入增速下降领先美股调整的历史经验（收入增速提高不是美股的领先指标），未来美国股票市场演变将大概率遵循如下逻辑：实际单位时间收入增速下降，占美国GDP近70%的消费支出增速降低，带动工业生产和资本支出进入下降周期，实际GDP增速将随之降低，企业利润恶化，美国股市调整。因此，在未来实际单位时间收入增速将不可避免地经历一个下降期的前景下，美股经历熊市也只是时间早晚问题。\n三、估值视角：回落风险大于上涨概率\n根据经典的DDM股票定价模型，股票价格取决于盈利、无风险利率和风险偏好三个因素。因此，除了上文所分析的盈利因素外，能综合反映无风险利率和风险偏好的估值，也是影响美股的重要因子。根据我们的统计，1991年以来盈利和估值对美股的贡献不一，总体上估值的影响不容小觑，尤其是当估值与盈利出现背离时，股指涨跌有时会选择和估值站在同一边，如1994、2000、2002和2018年等（见图14）。\n\n那么当前美股估值处于什么水平？未来是否还有抬升空间？本文认为美股估值回落风险或已大于上涨概率。\n一是从历史比较角度看，多指标预警美股正处于估值偏高状态。本文选取九个经典的金融指标对美股进行全面体检（见表1），结果显示：其一，反映美股价格与盈利增长空间偏离程度的市盈率、市销率、市净率、市现率等估值指标中，有两个已处于历史前5%区间，最低的市现率也位于历史前23%的水平，表明上述指标进一步抬升空间均较为有限。其二，反映美股与其他大类资产性价比的股金比、股油比、股票收益率/十年期国债收益率等指标，分别位于历史前30%、5%和1%分位，也显示美股获得超额收益的概率偏低，吸引力不及其他资产。其三，从美股总市值占GDP的比重看，目前该值已处于历史最高位，达到239.4%，高出07年牛市高点近100个百分点，意味着目前美股已严重脱离基本面，未来估值收敛压力非常大。\n\n二是美股头部个股赛道拥挤，估值调整压力更为突出。从全部美股估值分布看，高低估值分化极端，2020年高估值个股数量占比大幅提升，估值结构稳定性堪忧，如截止9月23日，美股15倍以上PB（即市净率=每股股价/每股净资产）个股数量占比达到6.1%，为2010年和2019年的3倍以上（见图15）。从标普500中6家头部公司市值占比看，美股上涨过度集中的情况更为突出，如截止2020年9月23日，美股6家头部科技公司FAAMNG总市值占标普500的比重为23%左右，较年初提高逾5个百分点，高于互联网泡沫期间DOTCOM市值占比高点近7个百分点。美股高估值个股数量占比过大，头部个股赛道拥挤，意味着市场微观结构脆弱性增加，一旦前期推动估值上涨的因素有所弱化，抱团板块带动全部美股估值回调压力将非常大。\n三是推动美股估值上涨的动力正趋于弱化。根据DDM模型，估值上升主要由无风险利率下降或风险偏好上升推动，如疫情发生以来，美国十年期国债收益率中枢大幅回落100BP以上，是本轮美股估值抬升的主因。但随着美国财政货币空间日益逼仄，市场通胀预期抬升，美债利率继续下降动能明显弱化，同时海外二次疫情爆发对市场风险偏好的抬升也将持续形成制约。具体来看，其一，美国联邦基金目标利率已降至0-0.25%的历史最低位（见图16），且美联储多次明确表示不会实行零利率，意味着美国降息驱动市场利率下行的空间已微乎其微。其二，美联储本轮扩表力度为2008年金融危机期间的两倍以上，且近期美联储调整其货币政策框架，短期通胀水平超过2%的目标值也不加息，均可能会推升市场通胀预期，引发利率上行。在9月最新议息会议纪要中，美联储已全面上调美国2020、2021和2022年个人消费支出（PCE）通胀水平。6月份以来，美国核心PCE也已出现抬升迹象(见图17)，均指向美国通胀回升或难以避免，美债利率上行风险加大。\n\n四、结论：未来美股步入熊市只是时间问题\n无论是基于宏观框架下的美股领先指标——实际单位时间收入增速在未来将不可避免地经历一个下降期，还是从各种估值指标看，未来美国股市盈利和估值将大概率向同一方向调整，意味着美股步入熊市只是时间问题。过渡期的长短，由于疫情影响，尤其是疫情期间出台的系列刺激政策，对影响股市波动的周期性因素形成很大扰动。因此，预计要等疫情消退、经济恢复到正常周期，经济周期因素再次决定经济发展后，更能作出较好的判断。","news_type":1},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279711211061336,"gmtCreate":1709310286494,"gmtModify":1709310287887,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 买英伟达","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 买英伟达","text":"$英伟达(NVDA)$ 买英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/279711211061336","isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611741622,"gmtCreate":1650642976983,"gmtModify":1650642976983,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"有竞争力的汽车制造公司，需要大众关注的媒体报导，让更多想买电动汽车及投资人认识Tesla,来协助壮大起来","listText":"有竞争力的汽车制造公司，需要大众关注的媒体报导，让更多想买电动汽车及投资人认识Tesla,来协助壮大起来","text":"有竞争力的汽车制造公司，需要大众关注的媒体报导，让更多想买电动汽车及投资人认识Tesla,来协助壮大起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/611741622","repostId":"2229150393","repostType":2,"repost":{"id":"2229150393","pubTimestamp":1650634474,"share":"https://www.laohu8.com/m/news/2229150393?lang=&edition=full","pubTime":"2022-04-22 21:34","market":"us","language":"zh","title":"马斯克 VS 推特(TWTR.US)：一场“高风险”扑克游戏","url":"https://stock-news.laohu8.com/highlight/detail?id=2229150393","media":"智通财经","summary":"智通财经APP获悉，周四，特斯拉CEO埃隆马斯克宣布了为社交网络推特融资的计划，并与该公司展开了一场“高风险”扑克游戏。马斯克的融资安排就绪，推特董事会可能会正式拒绝每股54.20美元的报价，这场战斗将继续进行。Ives将马斯克与推特之间的争斗比作甲骨文和Larry Ellison之间的争斗，当时他们花了 18 个月对 PeopleSoft 进行恶意收购。周四晚些时候，有报道称，马斯克正在与私募股权公司Thoma Bravo就合作收购推特一事进行谈判。","content":"<html><body><p>智通财经APP获悉，周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆•马斯克宣布了为社交网络推特(TWTR.US)融资的计划，并与该公司展开了一场“高风险”扑克游戏。不过，Wedbush Securities称，竞购战的下一步可能包括推特寻找“白衣骑士”和潜在收购要约。</p><p>分析师Dan Ives指出，如果马斯克购买15%以上的推特股份(目前他持有9.2%的股份)，但如果推特通过实施毒丸计划，马斯克的股份就会被稀释，这给了推特寻找第二家竞购者的时间。马斯克的融资安排就绪，推特董事会可能会正式拒绝每股54.20美元的报价，这场战斗将继续进行。</p><p>Ives表示：“接下来，马斯克可能会正式对推特股票进行要约收购，如果成功(超过35%-40%的门槛会给董事会带来压力)，董事会和马斯克可能会开始谈判。”</p><p>Ives将马斯克与推特之间的争斗比作<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>(ORCL.US)和Larry Ellison之间的争斗，当时他们花了 18 个月对 PeopleSoft 进行恶意收购。</p><p>Ives表示：“整个推特局势的关键变数是，下周是否会出现第二家私募股权公司竞购该公司，并对马斯克施加更大压力，迫使他提高报价。由于推特的商业模式和自由现金流缺乏，它并不是理想的私募股权收购目标。”</p><p>周四晚些时候，有报道称，马斯克正在与私募股权公司Thoma Bravo就合作收购推特一事进行谈判。</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>马斯克 VS 推特(TWTR.US)：一场“高风险”扑克游戏</title>\n<style 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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马斯克 VS 推特(TWTR.US)：一场“高风险”扑克游戏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 21:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/708044.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周四，特斯拉CEO埃隆•马斯克宣布了为社交网络推特(TWTR.US)融资的计划，并与该公司展开了一场“高风险”扑克游戏。不过，Wedbush Securities称，竞购战的下一步可能包括推特寻找“白衣骑士”和潜在收购要约。分析师Dan Ives指出，如果马斯克购买15%以上的推特股份(目前他持有9.2%的股份)，但如果推特通过实施毒丸计划，马斯克的股份就会被稀释，这给了推特...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/708044.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4085":"互动家庭娱乐","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","VS":"Versus Systems Inc.","BK4527":"明星科技股","TSLA":"特斯拉","BK4581":"高盛持仓","BK4555":"新能源车","BK4550":"红杉资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/708044.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229150393","content_text":"智通财经APP获悉，周四，特斯拉CEO埃隆•马斯克宣布了为社交网络推特(TWTR.US)融资的计划，并与该公司展开了一场“高风险”扑克游戏。不过，Wedbush Securities称，竞购战的下一步可能包括推特寻找“白衣骑士”和潜在收购要约。分析师Dan Ives指出，如果马斯克购买15%以上的推特股份(目前他持有9.2%的股份)，但如果推特通过实施毒丸计划，马斯克的股份就会被稀释，这给了推特寻找第二家竞购者的时间。马斯克的融资安排就绪，推特董事会可能会正式拒绝每股54.20美元的报价，这场战斗将继续进行。Ives表示：“接下来，马斯克可能会正式对推特股票进行要约收购，如果成功(超过35%-40%的门槛会给董事会带来压力)，董事会和马斯克可能会开始谈判。”Ives将马斯克与推特之间的争斗比作甲骨文(ORCL.US)和Larry Ellison之间的争斗，当时他们花了 18 个月对 PeopleSoft 进行恶意收购。Ives表示：“整个推特局势的关键变数是，下周是否会出现第二家私募股权公司竞购该公司，并对马斯克施加更大压力，迫使他提高报价。由于推特的商业模式和自由现金流缺乏，它并不是理想的私募股权收购目标。”周四晚些时候，有报道称，马斯克正在与私募股权公司Thoma Bravo就合作收购推特一事进行谈判。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2431,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516593271667128","authorId":"3516593271667128","name":"晓宇哦哦","avatar":"https://static.tigerbbs.com/050ecdcbf1bbd49cd131f5ad5796fb50","crmLevel":1,"crmLevelSwitch":0},"content":"特斯拉就是个安全问题一堆的电子产品","text":"特斯拉就是个安全问题一堆的电子产品","html":"特斯拉就是个安全问题一堆的电子产品"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633297835,"gmtCreate":1644081069960,"gmtModify":1644081069960,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"符合要求的。苹果、微软、谷歌、和亚马逊, 可低接成为投资的赢家。","listText":"符合要求的。苹果、微软、谷歌、和亚马逊, 可低接成为投资的赢家。","text":"符合要求的。苹果、微软、谷歌、和亚马逊, 可低接成为投资的赢家。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633297835","repostId":"1105297016","repostType":2,"repost":{"id":"1105297016","pubTimestamp":1644048053,"share":"https://www.laohu8.com/m/news/1105297016?lang=&edition=full","pubTime":"2022-02-05 16:00","market":"us","language":"en","title":"Here Are the Tech Stocks to Buy After a Crazy Week of Earnings ","url":"https://stock-news.laohu8.com/highlight/detail?id=1105297016","media":"Barrons","summary":"Tech investors just survived what could be the most tumultuous stretch of earnings we’ve ever seen.T","content":"<html><head></head><body><p>Tech investors just survived what could be the most tumultuous stretch of earnings we’ve ever seen.</p><p>The tech megacaps— Alphabet (ticker: GOOGL), Amazon.com (AMZN), Apple (AAPL), Meta Platforms (FB), and Microsoft (MSFT)—are some of the most widely scrutinized institutions on Earth. Investors, analysts, journalists, and legislators poke, prod, test, and study the companies down to a microscopic level. And yet this quarter, each one of them managed to surprise. Facebook parent Meta Platforms tanked the entire market on Thursday after its weak report, only to see stocks rescued a day later by Amazon’s impressive growth.</p><p>Now that we’ve had a few minutes to breathe, here are some thoughts on tech’s crazy week:</p><p><b>Amazon’s strategy of diversification is paying off:</b> This was the quarter that Amazon clearly demonstrated that it’s far more than an e-tailer. Its Amazon Web Services cloud business is on fire—it’s arguably a more valuable (and far less cyclical) business than the company’s legacy e-commerce arm. It is no accident that founder Jeff Bezos chose Andy Jassy—who built and ran AWS—to be his successor as CEO.</p><p>But there’s more to the quarter. Amazon’s advertising business generated $10 billion in sales in the latest period, having doubled in a bit more than a year. It now generates more ad dollars than Google’s YouTube. People come to the Amazon store with intent—no matter what you search for, you will see an assortment of sponsored listings, i.e., advertising. I did a search for “staple gun,” just to prove the point, and the results included more than a dozen sponsored listings.</p><p>Amazon’s third-party services business, meanwhile, now has an annual run rate of more than $120 billion. The business has become an indispensable channel for vendors of every variety, thanks to its warehousing and delivery services.</p><p>Amazon has built one of the most effective logistics networks on Earth—some analyst estimates have Amazon delivering more packages this year than $200 billion market-value United Parcel Service (UPS). Even after Friday’s 14% rally, Amazon shares are still down year to date, following just a minimal gain in 2021. The stock looks like a bargain.</p><p><b>You can’t overstate the importance of cloud computing:</b> One of the most important themes from the last two weeks is that the cloud businesses at Amazon, Microsoft, and Alphabet just continue to get better. All three turned in better-than-expected results. Microsoft reported 46% growth for its Azure business in the December quarter—and projected even faster growth in the March quarter. Google Cloud revenue grew 45% for the second straight quarter. And AWS helped offset softness in Amazon’s core e-commerce business, with revenue growth improving to 40% from 39%, accelerating for the fourth-straight quarter. The cloud arms of these three giants are the best enterprise computing businesses in the market.</p><p><b>Raising the stakes:</b> Amazon last week raised the monthly rate on Amazon Prime by 15% for monthly payers to $15.99; annual subscription will see a 17% increase to $139. The company last increased the Prime subscription rate in 2018, and costs for labor and delivery are rising, so a price bump seems rational.</p><p>The move comes just weeks after Netflix (NFLX) instituted a price increase for its subscribers in the U.S. and Canada. It will be interesting to see the consumer reaction, but my suspicion is that elasticity is high—the services are valuable, and there aren’t easy substitutions.</p><p>The price hikes indicate just how confident Amazon and Netflix are about their subscriptions. Here’s a little perspective: the New York Times (NYT), which in recent weeks announced deals to acquire the sports news site the Athletic and the popular word game Wordle, has set a goal of 15 million total subscribers by 2027. Both Amazon and Netflix have more than 200 million subscribers apiece.</p><p><b>Spend wisely:</b> Alphabet last week declared a 20-for-1 stock split, which will bring the share price down to around the $150 range. But what they aren’t doing is paying actual dividends. They should. The company has $140 billion in cash and equivalents; it generated $18.6 billion in free cash flow in the latest quarter.</p><p>Meta just highlighted the risks of choosing buybacks over dividends. The Facebook parent bought back $33 billion of stock over just the last two quarters. Given the Meta selloff last week, that cash was basically set on fire. Had the company instead declared a special dividend, it could have paid holders close to $14 a share.</p><p><b>The shakeout isn’t over:</b> The underlying issues that have plagued tech stocks for months are still in place. Interest rates are going to head higher still. Chips remain in short supply. Inflation is uncomfortably high. The market’s appetite for speculative names is low. There’s a reason the best performing tech stocks so far this year are cheap—old school names like VMware (VMW), Hewlett Packard Enterprise (HPE), Dell Technologies (DELL), and IBM (IBM).</p><p>In the past two weeks we’ve learned that more than ever the market likes consistency. That’s what made Meta’s earnings and outlook this past week so troubling: Facebook is no longer the reliable performer investors have come to expect. But the rest of Big Tech still fits the bill. Apple and Microsoft consistently beat expectations with products customers want. And you can say the same for Google and Amazon. Once again, Big Tech was the earnings season winner.</p></body></html>","source":"lsy1601382232898","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>Here Are the Tech Stocks to Buy After a Crazy Week of Earnings </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\">\nHere Are the Tech Stocks to Buy After a Crazy Week of Earnings \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tech-stocks-to-buy-after-a-crazy-week-of-earnings-51644019511?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech investors just survived what could be the most tumultuous stretch of earnings we’ve ever seen.The tech megacaps— Alphabet (ticker: GOOGL), Amazon.com (AMZN), Apple (AAPL), Meta Platforms (FB), ...</p>\n\n<a href=\"https://www.barrons.com/articles/tech-stocks-to-buy-after-a-crazy-week-of-earnings-51644019511?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","NFLX":"奈飞","GOOGL":"谷歌A","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/tech-stocks-to-buy-after-a-crazy-week-of-earnings-51644019511?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105297016","content_text":"Tech investors just survived what could be the most tumultuous stretch of earnings we’ve ever seen.The tech megacaps— Alphabet (ticker: GOOGL), Amazon.com (AMZN), Apple (AAPL), Meta Platforms (FB), and Microsoft (MSFT)—are some of the most widely scrutinized institutions on Earth. Investors, analysts, journalists, and legislators poke, prod, test, and study the companies down to a microscopic level. And yet this quarter, each one of them managed to surprise. Facebook parent Meta Platforms tanked the entire market on Thursday after its weak report, only to see stocks rescued a day later by Amazon’s impressive growth.Now that we’ve had a few minutes to breathe, here are some thoughts on tech’s crazy week:Amazon’s strategy of diversification is paying off: This was the quarter that Amazon clearly demonstrated that it’s far more than an e-tailer. Its Amazon Web Services cloud business is on fire—it’s arguably a more valuable (and far less cyclical) business than the company’s legacy e-commerce arm. It is no accident that founder Jeff Bezos chose Andy Jassy—who built and ran AWS—to be his successor as CEO.But there’s more to the quarter. Amazon’s advertising business generated $10 billion in sales in the latest period, having doubled in a bit more than a year. It now generates more ad dollars than Google’s YouTube. People come to the Amazon store with intent—no matter what you search for, you will see an assortment of sponsored listings, i.e., advertising. I did a search for “staple gun,” just to prove the point, and the results included more than a dozen sponsored listings.Amazon’s third-party services business, meanwhile, now has an annual run rate of more than $120 billion. The business has become an indispensable channel for vendors of every variety, thanks to its warehousing and delivery services.Amazon has built one of the most effective logistics networks on Earth—some analyst estimates have Amazon delivering more packages this year than $200 billion market-value United Parcel Service (UPS). Even after Friday’s 14% rally, Amazon shares are still down year to date, following just a minimal gain in 2021. The stock looks like a bargain.You can’t overstate the importance of cloud computing: One of the most important themes from the last two weeks is that the cloud businesses at Amazon, Microsoft, and Alphabet just continue to get better. All three turned in better-than-expected results. Microsoft reported 46% growth for its Azure business in the December quarter—and projected even faster growth in the March quarter. Google Cloud revenue grew 45% for the second straight quarter. And AWS helped offset softness in Amazon’s core e-commerce business, with revenue growth improving to 40% from 39%, accelerating for the fourth-straight quarter. The cloud arms of these three giants are the best enterprise computing businesses in the market.Raising the stakes: Amazon last week raised the monthly rate on Amazon Prime by 15% for monthly payers to $15.99; annual subscription will see a 17% increase to $139. The company last increased the Prime subscription rate in 2018, and costs for labor and delivery are rising, so a price bump seems rational.The move comes just weeks after Netflix (NFLX) instituted a price increase for its subscribers in the U.S. and Canada. It will be interesting to see the consumer reaction, but my suspicion is that elasticity is high—the services are valuable, and there aren’t easy substitutions.The price hikes indicate just how confident Amazon and Netflix are about their subscriptions. Here’s a little perspective: the New York Times (NYT), which in recent weeks announced deals to acquire the sports news site the Athletic and the popular word game Wordle, has set a goal of 15 million total subscribers by 2027. Both Amazon and Netflix have more than 200 million subscribers apiece.Spend wisely: Alphabet last week declared a 20-for-1 stock split, which will bring the share price down to around the $150 range. But what they aren’t doing is paying actual dividends. They should. The company has $140 billion in cash and equivalents; it generated $18.6 billion in free cash flow in the latest quarter.Meta just highlighted the risks of choosing buybacks over dividends. The Facebook parent bought back $33 billion of stock over just the last two quarters. Given the Meta selloff last week, that cash was basically set on fire. Had the company instead declared a special dividend, it could have paid holders close to $14 a share.The shakeout isn’t over: The underlying issues that have plagued tech stocks for months are still in place. Interest rates are going to head higher still. Chips remain in short supply. Inflation is uncomfortably high. The market’s appetite for speculative names is low. There’s a reason the best performing tech stocks so far this year are cheap—old school names like VMware (VMW), Hewlett Packard Enterprise (HPE), Dell Technologies (DELL), and IBM (IBM).In the past two weeks we’ve learned that more than ever the market likes consistency. That’s what made Meta’s earnings and outlook this past week so troubling: Facebook is no longer the reliable performer investors have come to expect. But the rest of Big Tech still fits the bill. Apple and Microsoft consistently beat expectations with products customers want. And you can say the same for Google and Amazon. Once again, Big Tech was the earnings season winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692714829,"gmtCreate":1641218610970,"gmtModify":1641218610970,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"没有暴跌就不错","listText":"没有暴跌就不错","text":"没有暴跌就不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692714829","repostId":"2200423912","repostType":2,"repost":{"id":"2200423912","pubTimestamp":1641182366,"share":"https://www.laohu8.com/m/news/2200423912?lang=&edition=full","pubTime":"2022-01-03 11:59","market":"hk","language":"zh","title":"怎么看2022年的美股？有望复制1999-2000年走势","url":"https://stock-news.laohu8.com/highlight/detail?id=2200423912","media":"静观金融","summary":"回到当下，假若在疫情反复与美联储转鸽共振之下，2022年美股呈现出类似1999-2000年的疯狂走势，中期选举后一旦美联储快速加息美股也极有可能出现较大级别的调整。2022年美股走势或有两种情形，情形二发生的概率开始高于情形一。可见，2022年Q1美国实际GDP环比折年率大概率显著低于2021年Q4。此外，美联储官员还通过点阵图传递了2022年或将加息3次的信息。","content":"<html><head></head><body><p><b>疫后极端的宏观背景引发众多资产“脱轨”。1）疫情对美股的影响远比预期更复杂。我们曾预计美国群体免疫之日就是美股下跌之时。</b>群体免疫后，美国会结束宽松政策，实际利率中枢上移将对高估值美股形成威胁。但疫情仍具不确定性，美国实际利率仍处于极低水平并对美股产生估值提振。<b>2）疫后诸多资产走势脱离了正常轨道或表明传统框架暂不适用于分析疫后经济与资产价格表现。</b>恒生指数与LME铜走势呈现长期正相关特征，疫后二者背离；MSCI发达与MSCI新兴之比同美元指数也是趋势正相关，疫后二者同样背离。此前美联储加息前，10Y与2Y美债收益率差值均会触及2%，去年底加息预期强烈但2021年长短端美债利差高点仅1.58%。</p><p><b>美股：基本面类似2018年底；风险偏好酷似1999年初。1）美股当前基本面类似2015Q4及2018Q4。</b>2015Q4与2018Q4美股调整背后有相似的宏观背景：经济放缓叠加强烈的加息预期。目前类似。2022Q1美国经济增速大概率低于2021Q4；12月FOMC美联储提速Taper并给出今年加息3次的前瞻指引。<b>2）美股当前风险偏好酷似1999年初。</b>目前标普500  CAPE为39.98倍，仅低于纳斯达克泡沫破灭前后。<a href=\"https://laohu8.com/S/00662\">亚洲金融</a>危机后，美股一枝独秀，大量资金涌入令美股加速泡沫化。类似地，疫后也有大量资金涌入美股市场。截止10月底美国个股期权成交量接近疫前的6倍。疫后美国个人储蓄多增2.48万亿美元，该因素或将继续支持个人投资者的交易热情。</p><p><b>怎么看2022年的美股？有望复制1999-2000年走势。1）不排除美股出现疫后的最后疯狂。</b>疫情结束前众多美国投资者既有钱、又有时间且有意愿（极低的机会成本）进行美股投资。假若今年美联储转鸽，美股将获得更多上行动能。<b>2）谁是2000年美股泡沫的终结者？或许还是美联储。</b>美联储于1999年6月重启加息，海外投资者对美股的净买入规模于2000年2月见顶，而纳斯达克指数次月见顶。回到当下，假若在疫情反复与美联储转鸽共振之下，2022年美股呈现出类似1999-2000年的疯狂走势，中期选举后一旦美联储快速加息美股也极有可能出现较大级别的调整。</p><p><b>美股前景如何影响国内资本市场？2022年美股走势或有两种情形，情形二发生的概率开始高于情形一。情形一：</b>由基本面评估2022年Q1美股将迎幅度约为15%左右的急跌，随后加息预期降温、美股止跌企稳转涨。该情形或短期约束A股风险偏好，但影响有限。<b>情形二：</b>由情绪面评估，2022年美股或将迎来疫后的最后疯狂，中期选举后，随着美联储加息提速，美股或将迎来较大级别的调整。该情形下，美股对A股的影响在2022H1较为积极，中期选举后则较为负面。</p><p><b>一、疫后极端的宏观背景引发众多资产“脱轨”</b></p><p><b>（一）疫情对美股的影响远比预期更复杂</b></p><p>我们曾预计美国群体免疫之日就是美股下跌之时，逻辑非常简单。一方面，一旦实现群体免疫，美国就会结束宽松财政与货币政策，甚至拜登政府大概率会为赢得2022年的中期选举而竭尽全力兑现加税承诺、掣肘美国上市公司EPS。另一方面，由图1-2可知，美国实际利率（10年期TIPS收益率）受疫情驱动，疫情反弹实际利率走低、疫情降温实际利率回升，进而群体免疫后，疫情对美国经济的影响减弱，实际利率中枢不断上移，叠加通胀预期高企必然推升10年期美债收益率，对高估值美股形成威胁。</p><p><img src=\"https://static.tigerbbs.com/475b8f183356a6bf605bac05c8d0106b\" tg-width=\"1080\" tg-height=\"588\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/625e17cde63f029306013605ca8037f6\" tg-width=\"1080\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/></p><p>但事实上，疫情变化比预期更为复杂。从疫苗接种率叠加确诊率来看，美国可能已经算是或者接近群体免疫状态，但从Delta到Omicron证明了疫情仍具不确定性。这种不确定性或通过三个方面影响了美国就业市场：1）疫情约束跨境活动并导致美国外籍劳动力恢复受阻；2）54岁及以上群体就业参与率难以回升；3）<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>升级加速。这些前所未有的变化脱离了传统周期框架，加剧了美国乃至全球经济前景的不确定性。疫情的不确定性与经济前景的不确定性共振之下，美国实际利率仍处于极低水平，又在极大程度上提振了美股估值。</p><p><img src=\"https://static.tigerbbs.com/1a2cb5d1dd9c3ed43ba290a5681ea5bb\" tg-width=\"1080\" tg-height=\"660\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/ff8dcd12954b0a287d214c960f3b252c\" tg-width=\"1080\" tg-height=\"653\" referrerpolicy=\"no-referrer\"/></p><p><b>（二）疫后诸多资产走势脱离了正常轨道</b></p><p>疫情不仅对美股形成了非常规影响，也令很多资产表现出极端走势。如图3所示，长期看，恒生指数与LME铜走势呈现正相关特征，但疫后二者背离明显；进一步看，如图4所示，恒生指数与LME铜价比值跟美元指数呈现正相关特征，但疫后二者发生了背离。如图5所示，长期看，MSCI发达市场指数与MSCI新兴市场指数之比同美元指数也是趋势正相关，但疫后前者创出2003年后新高、后者则中枢下移。再者，结合图6可知，1990年至疫前美联储历次加息（或者加息预期形成）前，10年期与2年期美债收益率差值均会触及2%（上方），而12月议息会议上美联储已经给出今年加息三次的前瞻指引但2021年10年期与2年期美债收益率差值高点仅为1.58%（3月20日）。</p><p>上述资产异常表现的缘由我们会在后续报告中一一阐述，但都在释放同一个信号：疫后全球处于正态分布中的小概率区间，传统框架暂时不再适用于分析或解释疫后经济与资产价格表现。</p><p><img src=\"https://static.tigerbbs.com/f17d83beaec053ffdc99dddfd394d0d5\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/017c371dcb6a589b77a991dca9419481\" tg-width=\"1080\" tg-height=\"587\" referrerpolicy=\"no-referrer\"/></p><p><b>二、美股：基本面类似2018年底；风险偏好酷似1999年初</b></p><p><b>（一）美股当前基本面类似2015年底及2018年底</b></p><p>我们在2021年11月26日报告《2015年底与2018年底的美股调整会重现吗？》中指出，2015年11月3日至2016年2月11日期间标普500指数下挫13.3%，2018年10月1日至12月24日期间标普500指数下挫19.6%。这两次调整背后存在相似的宏观背景：经济放缓叠加过于强烈的加息预期。2015年Q4美国实际GDP环比折年率放缓至0.6%。在此背景下，美联储不仅在2015年12月议息会议上落地了加息靴子，并且向市场传递了2016年美联储还将加息4次的前瞻指引。与2015年Q4情况类似，2018年Q4美国实际GDP环比折年率降至0.9%。与此同时，美联储在2018年加息4次，且2018年9月美联储议息会议点阵图暗示2019年仍有2-3次加息，10年期美债收益率又在11月8日升至3.24%。</p><p><img src=\"https://static.tigerbbs.com/a6dccf7b610da17e37c897c6ddda2946\" tg-width=\"751\" tg-height=\"638\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/94a8c8ea2cd483b7f0899bdc9717e3bf\" tg-width=\"761\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/7e0f4a315983398cd00d6983df8c8677\" tg-width=\"1080\" tg-height=\"595\" referrerpolicy=\"no-referrer\"/></p><p><b>而目前美股基本面特征与2015年底及2018年底极其相似。1）2022Q1美国经济增速大概率显著低于2021Q4，与2015Q4及2018Q4极像。</b>按照12月议息会议中美联储给出2021年全年经济增速倒推，2021Q4美国实际GDP环比折年率或为6.8%。但我们在年度展望中预计2022年美国经济增速为3.7%、美联储12月议息会议中给出的2022年经济增速为4.0%，此外，过去上世纪90年代以来美国Q1经济增速高于全年增速的年份仅占1/3，且1997-2000年美国实际GDP增速曾连续4年高于4%，但Q1实际GDP环比折年率超过6.8%的情形还要追溯到1984年。可见，2022年Q1美国实际GDP环比折年率大概率显著低于2021年Q4。<b>2）美联储释放了极其鹰派的货币政策信号，与2015年底及2018年9月类似。</b>2021年12月议息会议中，美联储宣布从今年1月开始加速削减QE，由当前每月减少购买100亿美元美债与50亿美元MBS，提速至每月减少购买200亿美元美债与100亿美元MBS直至今年3月附近结束本轮QE。此外，美联储官员还通过点阵图传递了2022年或将加息3次的信息。</p><p><img src=\"https://static.tigerbbs.com/02ccddb9e3bdc5c79f134c3f2032ee0f\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p><b>（二）美股当前的风险偏好则酷似1999年初</b></p><p>我们一直认为高估值对于美股而言是重大风险，但是泡沫从出现到破裂很可能也是复杂过程。比如，截至2021年12月31日标普500指数10年期席勒周期调整市盈率（CAPE）为39.98倍，为2000年10月以来最高，且历史上仅1999年1月至2000年9月期间该指标水平高于当前。换言之，以CAPE衡量当前美股风险偏好酷似1998年底至1999年初。那么1999-2000年美股的泡沫化过程是如何炼成的？从情绪面评估这一过程与亚洲金融危机有关。</p><p>上世纪90年代先有前苏联解体、日本经济泡沫破灭，后有亚洲金融危机，美国则因经济始终保持“高增长、低通胀”势头逐步一枝独秀。美国的确定性与美国外部的不确定性形成反差并推动国际投资者对美股的热情不断高涨，如图11所示，1999-2000年大量资金涌入美股使得美股风险偏好与估值急剧上升，泡沫化过程加速。</p><p>与彼时类似，疫后也有超乎寻常的大量资金涌入美股市场。差别在于疫后这些资金的涌入并非类似亚洲金融危机后的全球投资者抱团行为，而是财政转移支付令居民获得大量无成本资金以及疫后民众获得大量空闲共振之下极大地刺激了美国本土投资者对于交易美股的热情。如图12所示，截止2021年10月底美股个股期权成交量名义值（1.19万亿美元）接近疫前的6倍（0.22万亿美元）。尽管2021年9月6日美国已经彻底结束财政转移支付，但财政转移支付行为令2020年初至今美国个人储蓄多增了2.48万亿美元。这笔钱仍然支持美国个人投资者通过交易个股期权推升美股风险偏好。</p><p><img src=\"https://static.tigerbbs.com/01507e28faf0b01ac50161cec9df5707\" tg-width=\"1080\" tg-height=\"611\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/47dba5d4bc83ec2ad4fbee2061ca417c\" tg-width=\"1080\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/fd085665223967ee005aae52f4befa3d\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/ed1670c60a76c4226dfcd5c1edd5b0b5\" tg-width=\"1080\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/></p><p><b>三、怎么看2022年的美股？有望复制1999-2000年走势</b></p><p><b>（一）基本面似乎正在让位于情绪面</b></p><p>由前文可知，当前美股基本面特征类似2015年底与2018年底，那么随着美国经济增速下台阶（尽管经济增速并不差）以及加息预期的强化，美股理应出现类似2015年底至2016年初或者2018年Q4的调整。在出现15%左右的下挫后，美联储将出面打压加息预期，随着加息预期降温，美股止跌企稳且重新转涨。但我们在第一部分就谈到一个问题，疫后全球很可能处于正态分布中的小概率区间，传统框架暂时不再适用于分析或解释疫后经济与资产价格表现。因此，我们大抵已经无法用这种看似三年一轮回的短周期框架理解美股表现了。</p><p>情绪面可能会战胜基本面，2022年美股或许会有最后的狂欢。疫情的复杂性意味着美国实际利率或暂时难以脱离低位，该因素极大地降低了投资者的机会成本。此外，反复发酵的疫情以及智能升级的现状令部分美国人仍有闲暇参与美股（期权）交易。最后，疫后美国的财政转移支付覆盖了绝大多数中产，而美股与房价上涨又令美国中高收入群体获得了正向的财富效应。总体而言，当前众多美国投资者既有钱、又有时间且有意愿（较低的机会成本）进行美股投资。</p><p>假若如我们年度展望中所预计的，2022年中期选举前美联储货币政策大概率转鸽，那么美股将获得更多上行动能，不排除最后疯狂的可能性。一旦如此，2022年美股可能会复制1999-2000年走势，呈现出加速泡沫化特征，标普500指数的CAPE亦有可能超越纳斯达克崩盘前并创出历史新高。</p><p><b>（二）谁是2000年美股泡沫的终结者？或许还是美联储</b></p><p>2000年纳斯达克泡沫破灭既有基本面因素也有美联储推波助澜。2000年4月以<a href=\"https://laohu8.com/S/MSFT\">微软</a>被判违反《反垄断法》[3]为标志性事件，互联网企业开始进入泡沫破灭期，环球通讯公司等互联网企业相继破产倒闭。与此同时，美联储在亚洲金融危机期间短暂降息后于1999年6月重新开始加息，且在连续四次每次加息25BP后于2000年5月一次性加息50BP。结合图11可知，随着美联储加息推进，海外投资者对美股的净买入规模于2000年2月见顶，而纳斯达克指数于2000年3月初见顶。</p><p>纳斯达克指数泡沫化过程并非经济基本面推动的结果而是由投资者情绪助推，美联储多次加息提高了投资者交易美股的机会成本，交易量下滑后泡沫被自动戳破。回到当下，假若在疫情反复与美联储转鸽共振下，2022年美股呈现出类似1999-2000年的疯狂走势，那么中期选举后一旦美联储快速加息美股也极有可能出现较大级别的调整。</p><p><img src=\"https://static.tigerbbs.com/e7137ac8be289013bc92ab1d13998d46\" tg-width=\"1080\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p><b>四、美股前景如何影响国内资本市场？</b></p><p>根据前文，2022年美股走势或有两种情形。情形一：由基本面评估2022年Q1美股将迎幅度约为15%左右的急跌，随后加息预期降温、美股止跌企稳转涨。在该情形下，由于美股调整幅度有限且时间较短，因此或短期约束A股风险偏好，但整体影响有限。情形二：由情绪面评估，2022年美股或将迎来疫后的最后疯狂，复制1999-2000年的泡沫化过程。中期选举后，随着美联储加息提速，美股或将迎来较大级别的调整。该情形下，美国中期选举前特别是2022年上半年美股走势将提振全球风险偏好，对A股形成情绪面利好，但中期选举后该变量对国内也将产出负面影响。</p><p>目前看，情形二发生的概率开始高于情形一。</p></body></html>","source":"lsy1571618842096","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n怎么看2022年的美股？有望复制1999-2000年走势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 11:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/FAjZQnMc8yJfZo5Xkj7Chg><strong>静观金融</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>疫后极端的宏观背景引发众多资产“脱轨”。1）疫情对美股的影响远比预期更复杂。我们曾预计美国群体免疫之日就是美股下跌之时。群体免疫后，美国会结束宽松政策，实际利率中枢上移将对高估值美股形成威胁。但疫情仍具不确定性，美国实际利率仍处于极低水平并对美股产生估值提振。2）疫后诸多资产走势脱离了正常轨道或表明传统框架暂不适用于分析疫后经济与资产价格表现。恒生指数与LME铜走势呈现长期正相关特征，疫后二者背离...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/FAjZQnMc8yJfZo5Xkj7Chg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6d8134b127d4d60719f96ba041ac4ad","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓",".DJI":"道琼斯","SPY":"标普500ETF","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","CAPE":"Shiller CAPE U.S. Equities ETF"},"source_url":"https://mp.weixin.qq.com/s/FAjZQnMc8yJfZo5Xkj7Chg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200423912","content_text":"疫后极端的宏观背景引发众多资产“脱轨”。1）疫情对美股的影响远比预期更复杂。我们曾预计美国群体免疫之日就是美股下跌之时。群体免疫后，美国会结束宽松政策，实际利率中枢上移将对高估值美股形成威胁。但疫情仍具不确定性，美国实际利率仍处于极低水平并对美股产生估值提振。2）疫后诸多资产走势脱离了正常轨道或表明传统框架暂不适用于分析疫后经济与资产价格表现。恒生指数与LME铜走势呈现长期正相关特征，疫后二者背离；MSCI发达与MSCI新兴之比同美元指数也是趋势正相关，疫后二者同样背离。此前美联储加息前，10Y与2Y美债收益率差值均会触及2%，去年底加息预期强烈但2021年长短端美债利差高点仅1.58%。美股：基本面类似2018年底；风险偏好酷似1999年初。1）美股当前基本面类似2015Q4及2018Q4。2015Q4与2018Q4美股调整背后有相似的宏观背景：经济放缓叠加强烈的加息预期。目前类似。2022Q1美国经济增速大概率低于2021Q4；12月FOMC美联储提速Taper并给出今年加息3次的前瞻指引。2）美股当前风险偏好酷似1999年初。目前标普500  CAPE为39.98倍，仅低于纳斯达克泡沫破灭前后。亚洲金融危机后，美股一枝独秀，大量资金涌入令美股加速泡沫化。类似地，疫后也有大量资金涌入美股市场。截止10月底美国个股期权成交量接近疫前的6倍。疫后美国个人储蓄多增2.48万亿美元，该因素或将继续支持个人投资者的交易热情。怎么看2022年的美股？有望复制1999-2000年走势。1）不排除美股出现疫后的最后疯狂。疫情结束前众多美国投资者既有钱、又有时间且有意愿（极低的机会成本）进行美股投资。假若今年美联储转鸽，美股将获得更多上行动能。2）谁是2000年美股泡沫的终结者？或许还是美联储。美联储于1999年6月重启加息，海外投资者对美股的净买入规模于2000年2月见顶，而纳斯达克指数次月见顶。回到当下，假若在疫情反复与美联储转鸽共振之下，2022年美股呈现出类似1999-2000年的疯狂走势，中期选举后一旦美联储快速加息美股也极有可能出现较大级别的调整。美股前景如何影响国内资本市场？2022年美股走势或有两种情形，情形二发生的概率开始高于情形一。情形一：由基本面评估2022年Q1美股将迎幅度约为15%左右的急跌，随后加息预期降温、美股止跌企稳转涨。该情形或短期约束A股风险偏好，但影响有限。情形二：由情绪面评估，2022年美股或将迎来疫后的最后疯狂，中期选举后，随着美联储加息提速，美股或将迎来较大级别的调整。该情形下，美股对A股的影响在2022H1较为积极，中期选举后则较为负面。一、疫后极端的宏观背景引发众多资产“脱轨”（一）疫情对美股的影响远比预期更复杂我们曾预计美国群体免疫之日就是美股下跌之时，逻辑非常简单。一方面，一旦实现群体免疫，美国就会结束宽松财政与货币政策，甚至拜登政府大概率会为赢得2022年的中期选举而竭尽全力兑现加税承诺、掣肘美国上市公司EPS。另一方面，由图1-2可知，美国实际利率（10年期TIPS收益率）受疫情驱动，疫情反弹实际利率走低、疫情降温实际利率回升，进而群体免疫后，疫情对美国经济的影响减弱，实际利率中枢不断上移，叠加通胀预期高企必然推升10年期美债收益率，对高估值美股形成威胁。但事实上，疫情变化比预期更为复杂。从疫苗接种率叠加确诊率来看，美国可能已经算是或者接近群体免疫状态，但从Delta到Omicron证明了疫情仍具不确定性。这种不确定性或通过三个方面影响了美国就业市场：1）疫情约束跨境活动并导致美国外籍劳动力恢复受阻；2）54岁及以上群体就业参与率难以回升；3）智能升级加速。这些前所未有的变化脱离了传统周期框架，加剧了美国乃至全球经济前景的不确定性。疫情的不确定性与经济前景的不确定性共振之下，美国实际利率仍处于极低水平，又在极大程度上提振了美股估值。（二）疫后诸多资产走势脱离了正常轨道疫情不仅对美股形成了非常规影响，也令很多资产表现出极端走势。如图3所示，长期看，恒生指数与LME铜走势呈现正相关特征，但疫后二者背离明显；进一步看，如图4所示，恒生指数与LME铜价比值跟美元指数呈现正相关特征，但疫后二者发生了背离。如图5所示，长期看，MSCI发达市场指数与MSCI新兴市场指数之比同美元指数也是趋势正相关，但疫后前者创出2003年后新高、后者则中枢下移。再者，结合图6可知，1990年至疫前美联储历次加息（或者加息预期形成）前，10年期与2年期美债收益率差值均会触及2%（上方），而12月议息会议上美联储已经给出今年加息三次的前瞻指引但2021年10年期与2年期美债收益率差值高点仅为1.58%（3月20日）。上述资产异常表现的缘由我们会在后续报告中一一阐述，但都在释放同一个信号：疫后全球处于正态分布中的小概率区间，传统框架暂时不再适用于分析或解释疫后经济与资产价格表现。二、美股：基本面类似2018年底；风险偏好酷似1999年初（一）美股当前基本面类似2015年底及2018年底我们在2021年11月26日报告《2015年底与2018年底的美股调整会重现吗？》中指出，2015年11月3日至2016年2月11日期间标普500指数下挫13.3%，2018年10月1日至12月24日期间标普500指数下挫19.6%。这两次调整背后存在相似的宏观背景：经济放缓叠加过于强烈的加息预期。2015年Q4美国实际GDP环比折年率放缓至0.6%。在此背景下，美联储不仅在2015年12月议息会议上落地了加息靴子，并且向市场传递了2016年美联储还将加息4次的前瞻指引。与2015年Q4情况类似，2018年Q4美国实际GDP环比折年率降至0.9%。与此同时，美联储在2018年加息4次，且2018年9月美联储议息会议点阵图暗示2019年仍有2-3次加息，10年期美债收益率又在11月8日升至3.24%。而目前美股基本面特征与2015年底及2018年底极其相似。1）2022Q1美国经济增速大概率显著低于2021Q4，与2015Q4及2018Q4极像。按照12月议息会议中美联储给出2021年全年经济增速倒推，2021Q4美国实际GDP环比折年率或为6.8%。但我们在年度展望中预计2022年美国经济增速为3.7%、美联储12月议息会议中给出的2022年经济增速为4.0%，此外，过去上世纪90年代以来美国Q1经济增速高于全年增速的年份仅占1/3，且1997-2000年美国实际GDP增速曾连续4年高于4%，但Q1实际GDP环比折年率超过6.8%的情形还要追溯到1984年。可见，2022年Q1美国实际GDP环比折年率大概率显著低于2021年Q4。2）美联储释放了极其鹰派的货币政策信号，与2015年底及2018年9月类似。2021年12月议息会议中，美联储宣布从今年1月开始加速削减QE，由当前每月减少购买100亿美元美债与50亿美元MBS，提速至每月减少购买200亿美元美债与100亿美元MBS直至今年3月附近结束本轮QE。此外，美联储官员还通过点阵图传递了2022年或将加息3次的信息。（二）美股当前的风险偏好则酷似1999年初我们一直认为高估值对于美股而言是重大风险，但是泡沫从出现到破裂很可能也是复杂过程。比如，截至2021年12月31日标普500指数10年期席勒周期调整市盈率（CAPE）为39.98倍，为2000年10月以来最高，且历史上仅1999年1月至2000年9月期间该指标水平高于当前。换言之，以CAPE衡量当前美股风险偏好酷似1998年底至1999年初。那么1999-2000年美股的泡沫化过程是如何炼成的？从情绪面评估这一过程与亚洲金融危机有关。上世纪90年代先有前苏联解体、日本经济泡沫破灭，后有亚洲金融危机，美国则因经济始终保持“高增长、低通胀”势头逐步一枝独秀。美国的确定性与美国外部的不确定性形成反差并推动国际投资者对美股的热情不断高涨，如图11所示，1999-2000年大量资金涌入美股使得美股风险偏好与估值急剧上升，泡沫化过程加速。与彼时类似，疫后也有超乎寻常的大量资金涌入美股市场。差别在于疫后这些资金的涌入并非类似亚洲金融危机后的全球投资者抱团行为，而是财政转移支付令居民获得大量无成本资金以及疫后民众获得大量空闲共振之下极大地刺激了美国本土投资者对于交易美股的热情。如图12所示，截止2021年10月底美股个股期权成交量名义值（1.19万亿美元）接近疫前的6倍（0.22万亿美元）。尽管2021年9月6日美国已经彻底结束财政转移支付，但财政转移支付行为令2020年初至今美国个人储蓄多增了2.48万亿美元。这笔钱仍然支持美国个人投资者通过交易个股期权推升美股风险偏好。三、怎么看2022年的美股？有望复制1999-2000年走势（一）基本面似乎正在让位于情绪面由前文可知，当前美股基本面特征类似2015年底与2018年底，那么随着美国经济增速下台阶（尽管经济增速并不差）以及加息预期的强化，美股理应出现类似2015年底至2016年初或者2018年Q4的调整。在出现15%左右的下挫后，美联储将出面打压加息预期，随着加息预期降温，美股止跌企稳且重新转涨。但我们在第一部分就谈到一个问题，疫后全球很可能处于正态分布中的小概率区间，传统框架暂时不再适用于分析或解释疫后经济与资产价格表现。因此，我们大抵已经无法用这种看似三年一轮回的短周期框架理解美股表现了。情绪面可能会战胜基本面，2022年美股或许会有最后的狂欢。疫情的复杂性意味着美国实际利率或暂时难以脱离低位，该因素极大地降低了投资者的机会成本。此外，反复发酵的疫情以及智能升级的现状令部分美国人仍有闲暇参与美股（期权）交易。最后，疫后美国的财政转移支付覆盖了绝大多数中产，而美股与房价上涨又令美国中高收入群体获得了正向的财富效应。总体而言，当前众多美国投资者既有钱、又有时间且有意愿（较低的机会成本）进行美股投资。假若如我们年度展望中所预计的，2022年中期选举前美联储货币政策大概率转鸽，那么美股将获得更多上行动能，不排除最后疯狂的可能性。一旦如此，2022年美股可能会复制1999-2000年走势，呈现出加速泡沫化特征，标普500指数的CAPE亦有可能超越纳斯达克崩盘前并创出历史新高。（二）谁是2000年美股泡沫的终结者？或许还是美联储2000年纳斯达克泡沫破灭既有基本面因素也有美联储推波助澜。2000年4月以微软被判违反《反垄断法》[3]为标志性事件，互联网企业开始进入泡沫破灭期，环球通讯公司等互联网企业相继破产倒闭。与此同时，美联储在亚洲金融危机期间短暂降息后于1999年6月重新开始加息，且在连续四次每次加息25BP后于2000年5月一次性加息50BP。结合图11可知，随着美联储加息推进，海外投资者对美股的净买入规模于2000年2月见顶，而纳斯达克指数于2000年3月初见顶。纳斯达克指数泡沫化过程并非经济基本面推动的结果而是由投资者情绪助推，美联储多次加息提高了投资者交易美股的机会成本，交易量下滑后泡沫被自动戳破。回到当下，假若在疫情反复与美联储转鸽共振下，2022年美股呈现出类似1999-2000年的疯狂走势，那么中期选举后一旦美联储快速加息美股也极有可能出现较大级别的调整。四、美股前景如何影响国内资本市场？根据前文，2022年美股走势或有两种情形。情形一：由基本面评估2022年Q1美股将迎幅度约为15%左右的急跌，随后加息预期降温、美股止跌企稳转涨。在该情形下，由于美股调整幅度有限且时间较短，因此或短期约束A股风险偏好，但整体影响有限。情形二：由情绪面评估，2022年美股或将迎来疫后的最后疯狂，复制1999-2000年的泡沫化过程。中期选举后，随着美联储加息提速，美股或将迎来较大级别的调整。该情形下，美国中期选举前特别是2022年上半年美股走势将提振全球风险偏好，对A股形成情绪面利好，但中期选举后该变量对国内也将产出负面影响。目前看，情形二发生的概率开始高于情形一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364300510,"gmtCreate":1614811126830,"gmtModify":1703481382662,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"短期内的调整","listText":"短期内的调整","text":"短期内的调整","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/364300510","repostId":"2116526613","repostType":2,"repost":{"id":"2116526613","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1614809040,"share":"https://www.laohu8.com/m/news/2116526613?lang=&edition=full","pubTime":"2021-03-04 06:04","market":"us","language":"en","title":"Cathie Wood's highflying ARK ETF just entered a bear market--a sign of the times?","url":"https://stock-news.laohu8.com/highlight/detail?id=2116526613","media":"Dow Jones","summary":"MW Cathie Wood's highflying ARK ETF just entered a bear market--a sign of the times?\n\n\n  By Mark DeC","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Cathie Wood's highflying ARK ETF just entered a bear market--a sign of the times?\n</p>\n<p>\n  By Mark DeCambre \n</p>\n<p>\n  ARK Investment, <a href=\"https://laohu8.com/S/AONE\">one</a> of the fastest-growing fund managers in 2020, just saw its flagship company enter a bear market, highlighting a brisk selloff in growthy, technology-related stocks amid a persistent rise in interest rates. \n</p>\n<p>\n  Led by CEO and founder Cathie Wood, ARK Innovation(ARKK) fell some 6.3% on Wednesday, pushing the exchange-traded fund down 20% from its peak at $156.58 put in on Feb. 12, representing the commonly used definition for a bear market used by market technicians. \n</p>\n<p>\n  The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> boasts assets of $24.6 billion, but its focus on buzzy companies including Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, Square Inc. <a href=\"https://laohu8.com/S/SQ\">$(SQ)$</a>, <a href=\"https://laohu8.com/S/TDOC\">Teladoc Health Inc.</a> (TDOC), <a href=\"https://laohu8.com/S/Z\">Zillow</a> Group <a href=\"https://laohu8.com/S/ZG\">$(ZG)$</a> and <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU) have proved a boon--and now a bane for the fund. \n</p>\n<p>\n  The decline for ARKK comes as the Nasdaq Composite  tumbled 2.7% and marked the worst two-day skid for the tech-laden index since Sept. 8, according to Dow Jones Market Data. \n</p>\n<p>\n  Investors have been eschewing tech in favor of so-called value stocks, those that are considered undervalued by some metric, against growth stocks, which have shown a record of outgrowing peers. \n</p>\n<p>\n  A rise in the 10-year Treasury note yield  to around 1.47% on Wednesday has underpinned the rotation out of tech and tech-related companies and into energy and financials, which are expected to perform better as the economy recovers from the COVID-19 pandemic. \n</p>\n<p>\n  Tech names are more vulnerable to a pullback in a higher rate regime because those stocks don't tend to offer a yield and they also are an area that is considered overvalued by some measures. \n</p>\n<p>\n  Wood is known for targeting investments in growthy names and disruptive innovations. Over the past year, ARK has seen the assets under its seven exchange-traded funds explode by more than 10-fold . \n</p>\n<p>\n  But now investors are questioning how the highflying fund manager will respond to richer yields and a shift to underappreciated companies as vaccine rollouts and the expectation for COVID aid packages help drive bets to the less-loved sectors of the market. \n</p>\n<p>\n  Wood told CNBC  s. Reports also indicated that she bought more Tesla as the electric-vehicle maker's shares slumped. \n</p>\n<p>\n  Ark Innovation's shares are down 8.6% so far this week, hanging onto a less than 1% year-to-date gain. By comparison, the Dow Jones Industrial Average  is up 2.2% so far in 2021, the S&amp;P 500 index  is up 1.7% and the Nasdaq Composite Index  is up 0.8% after being hammered over the past few sessions. \n</p>\n<p>\n  -Mark DeCambre; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  March 03, 2021 17:04 ET (22:04 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></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>Cathie Wood's highflying ARK ETF just entered a bear market--a sign of the times?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.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\">\nCathie Wood's highflying ARK ETF just entered a bear market--a sign of the times?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-03-04 06:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Cathie Wood's highflying ARK ETF just entered a bear market--a sign of the times?\n</p>\n<p>\n  By Mark DeCambre \n</p>\n<p>\n  ARK Investment, <a href=\"https://laohu8.com/S/AONE\">one</a> of the fastest-growing fund managers in 2020, just saw its flagship company enter a bear market, highlighting a brisk selloff in growthy, technology-related stocks amid a persistent rise in interest rates. \n</p>\n<p>\n  Led by CEO and founder Cathie Wood, ARK Innovation(ARKK) fell some 6.3% on Wednesday, pushing the exchange-traded fund down 20% from its peak at $156.58 put in on Feb. 12, representing the commonly used definition for a bear market used by market technicians. \n</p>\n<p>\n  The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> boasts assets of $24.6 billion, but its focus on buzzy companies including Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, Square Inc. <a href=\"https://laohu8.com/S/SQ\">$(SQ)$</a>, <a href=\"https://laohu8.com/S/TDOC\">Teladoc Health Inc.</a> (TDOC), <a href=\"https://laohu8.com/S/Z\">Zillow</a> Group <a href=\"https://laohu8.com/S/ZG\">$(ZG)$</a> and <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU) have proved a boon--and now a bane for the fund. \n</p>\n<p>\n  The decline for ARKK comes as the Nasdaq Composite  tumbled 2.7% and marked the worst two-day skid for the tech-laden index since Sept. 8, according to Dow Jones Market Data. \n</p>\n<p>\n  Investors have been eschewing tech in favor of so-called value stocks, those that are considered undervalued by some metric, against growth stocks, which have shown a record of outgrowing peers. \n</p>\n<p>\n  A rise in the 10-year Treasury note yield  to around 1.47% on Wednesday has underpinned the rotation out of tech and tech-related companies and into energy and financials, which are expected to perform better as the economy recovers from the COVID-19 pandemic. \n</p>\n<p>\n  Tech names are more vulnerable to a pullback in a higher rate regime because those stocks don't tend to offer a yield and they also are an area that is considered overvalued by some measures. \n</p>\n<p>\n  Wood is known for targeting investments in growthy names and disruptive innovations. Over the past year, ARK has seen the assets under its seven exchange-traded funds explode by more than 10-fold . \n</p>\n<p>\n  But now investors are questioning how the highflying fund manager will respond to richer yields and a shift to underappreciated companies as vaccine rollouts and the expectation for COVID aid packages help drive bets to the less-loved sectors of the market. \n</p>\n<p>\n  Wood told CNBC  s. Reports also indicated that she bought more Tesla as the electric-vehicle maker's shares slumped. \n</p>\n<p>\n  Ark Innovation's shares are down 8.6% so far this week, hanging onto a less than 1% year-to-date gain. By comparison, the Dow Jones Industrial Average  is up 2.2% so far in 2021, the S&amp;P 500 index  is up 1.7% and the Nasdaq Composite Index  is up 0.8% after being hammered over the past few sessions. \n</p>\n<p>\n  -Mark DeCambre; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  March 03, 2021 17:04 ET (22:04 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","SQ":"Block","TSLA":"特斯拉","ZG":"Zillow Class A","ARKK":"ARK Innovation ETF","Z":"Zillow"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116526613","content_text":"MW Cathie Wood's highflying ARK ETF just entered a bear market--a sign of the times?\n\n\n  By Mark DeCambre \n\n\n  ARK Investment, one of the fastest-growing fund managers in 2020, just saw its flagship company enter a bear market, highlighting a brisk selloff in growthy, technology-related stocks amid a persistent rise in interest rates. \n\n\n  Led by CEO and founder Cathie Wood, ARK Innovation(ARKK) fell some 6.3% on Wednesday, pushing the exchange-traded fund down 20% from its peak at $156.58 put in on Feb. 12, representing the commonly used definition for a bear market used by market technicians. \n\n\n  The ARK Innovation ETF boasts assets of $24.6 billion, but its focus on buzzy companies including Tesla Inc. $(TSLA)$, Square Inc. $(SQ)$, Teladoc Health Inc. (TDOC), Zillow Group $(ZG)$ and Roku Inc. (ROKU) have proved a boon--and now a bane for the fund. \n\n\n  The decline for ARKK comes as the Nasdaq Composite  tumbled 2.7% and marked the worst two-day skid for the tech-laden index since Sept. 8, according to Dow Jones Market Data. \n\n\n  Investors have been eschewing tech in favor of so-called value stocks, those that are considered undervalued by some metric, against growth stocks, which have shown a record of outgrowing peers. \n\n\n  A rise in the 10-year Treasury note yield  to around 1.47% on Wednesday has underpinned the rotation out of tech and tech-related companies and into energy and financials, which are expected to perform better as the economy recovers from the COVID-19 pandemic. \n\n\n  Tech names are more vulnerable to a pullback in a higher rate regime because those stocks don't tend to offer a yield and they also are an area that is considered overvalued by some measures. \n\n\n  Wood is known for targeting investments in growthy names and disruptive innovations. Over the past year, ARK has seen the assets under its seven exchange-traded funds explode by more than 10-fold . \n\n\n  But now investors are questioning how the highflying fund manager will respond to richer yields and a shift to underappreciated companies as vaccine rollouts and the expectation for COVID aid packages help drive bets to the less-loved sectors of the market. \n\n\n  Wood told CNBC  s. Reports also indicated that she bought more Tesla as the electric-vehicle maker's shares slumped. \n\n\n  Ark Innovation's shares are down 8.6% so far this week, hanging onto a less than 1% year-to-date gain. By comparison, the Dow Jones Industrial Average  is up 2.2% so far in 2021, the S&P 500 index  is up 1.7% and the Nasdaq Composite Index  is up 0.8% after being hammered over the past few sessions. \n\n\n  -Mark DeCambre; 415-439-6400; AskNewswires@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  March 03, 2021 17:04 ET (22:04 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271091168235760,"gmtCreate":1707222256096,"gmtModify":1707222257228,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 高点回跌幅度，还未超过一半","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 高点回跌幅度，还未超过一半","text":"$特斯拉(TSLA)$ 高点回跌幅度，还未超过一半","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271091168235760","isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":232595710353696,"gmtCreate":1697813897526,"gmtModify":1697813899563,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"有可能跌破200美元，小心观望，持续关注即可 因为马斯克吹唏太大了，很多事情实现都持续延后","listText":"有可能跌破200美元，小心观望，持续关注即可 因为马斯克吹唏太大了，很多事情实现都持续延后","text":"有可能跌破200美元，小心观望，持续关注即可 因为马斯克吹唏太大了，很多事情实现都持续延后","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/232595710353696","repostId":"1180445624","repostType":2,"repost":{"id":"1180445624","pubTimestamp":1697769205,"share":"https://www.laohu8.com/m/news/1180445624?lang=&edition=full","pubTime":"2023-10-20 10:33","market":"us","language":"en","title":"Tesla Stock Tumbles - Time To Buy Or Bye-Bye?","url":"https://stock-news.laohu8.com/highlight/detail?id=1180445624","media":"Seeking Alpha","summary":"SummaryTesla, Inc. stock dropped after a disappointing Q3 earnings announcement, but margin compression is expected to be transitory.Margin compression occurred due to price cuts, inflation, and high ","content":"<html><head></head><body><h2 id=\"id_1038615942\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>Tesla, Inc. stock dropped after a disappointing Q3 earnings announcement, but margin compression is expected to be transitory.</p></li><li><p>Margin compression occurred due to price cuts, inflation, and high borrowing costs negatively impacting Tesla&#39;s bottom line.</p></li><li><p>Tesla&#39;s fundamental backdrop is expected to strengthen as the economy improves, leading to higher stock prices in the future.</p></li><li><p>The $220-200 range is an attractive long-term entry level for Tesla.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60b51eca0c9ad8a7800ebac2ed9865e6\" alt=\"Spencer Platt/Getty Images News\" title=\"Spencer Platt/Getty Images News\" tg-width=\"750\" tg-height=\"422\"/><span>Spencer Platt/Getty Images News</span></p><p style=\"text-align: left;\"><strong>Tesla, Inc.</strong> (NASDAQ:TSLA) stock has dropped after its &#34;disappointing&#34; Q3 earnings announcement. Tesla is trading around $225, down roughly 7% in pre-market when writing this. While Tesla&#39;s margins contract during this challenging phase, margin compression could be transitory. The slow growth and high-interest rate economic environment negatively impact Tesla&#39;s bottom line.</p><p style=\"text-align: left;\">Price cuts, inflation, high borrowing costs, and other temporary elements are eating into Tesla&#39;s bottom line, negatively impacting its stock price. However, Tesla&#39;s fundamental backdrop should strengthen as the economic downturn passes and the economy returns to normalized financial conditions. Due to Tesla&#39;s dominant, market-leading position, its economies of scale, and other competitive advantages, its revenue and EPS growth could accelerate in the coming quarters, leading to a much higher stock price in future years.</p><h2 id=\"id_3391094614\" style=\"text-align: left;\">Tesla&#39;s Buy-In Zone Approaches: $220-200</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e15b5a984b8dbe738c47007a82329c33\" alt=\"TSLA (StockCharts.com)\" title=\"TSLA (StockCharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>TSLA (StockCharts.com)</span></p><p style=\"text-align: left;\">Tesla&#39;s stock is still in the $200-300 range. Tesla has consolidated in this range for around five months and could continue moving sideways in the near term. The technical image is stable, neither oversold nor overbought. However, constructive fundamental factors should push Tesla&#39;s stock higher, likely above the $300 resistance level in Q1 2024. We can continue making money from Tesla&#39;s stock via the wheel and the covered call dividend (&#34;CCD&#34;) options strategies.</p><p style=\"text-align: left;\"><strong>The Tesla CCD Plan</strong></p><p style=\"text-align: left;\">I sold covered calls against my Tesla position earlier this month, earning about 5% on my Tesla position after repurchasing the $270 covered calls before earnings. I then sold the $250 covered calls closer to its earnings announcement. Now, I am repurchasing those covered calls for a substantially lower premium. I own Tesla for the long term, and the stock makes money for me in times of volatility via the covered call dividend strategy.</p><p style=\"text-align: left;\"><strong>Tesla&#39;s Wheel Strategy</strong></p><p style=\"text-align: left;\">We can implement the highly effective wheel options strategy with Tesla. We can sell/create cash-secured put options, selling the 11/17/23 $220 puts for $20, earning a 10% premium, earning the possibility to purchase Tesla shares in our $220-200 buy-zone. Also, I am not worried about Tesla in the intermediate and long term, as its stock price should go much higher.</p><h4 id=\"id_1572056471\" style=\"text-align: left;\">Tesla&#39;s Transitory Margin Compression</h4><p style=\"text-align: left;\">Tesla recently reported Q3 non-GAAP EPS of $0.66, missing the consensus estimate by seven cents. Additionally, Tesla reported $23.35B in revenues (+9% YoY), missing the consensus mark by $790 million. Tesla reported a Capex of $2.46B, a 19% rise over the same time last year.</p><p style=\"text-align: left;\">However, the primary reason why Tesla missed revenue estimates and reported slightly lower-than-expected profits was due to price cuts in the electric vehicle (&#34;EV&#34;) segment. Tesla&#39;s most recent round of price cuts could cost the company around $2 billion in annual sales.</p><p style=\"text-align: left;\">While this may seem detrimental, Tesla&#39;s price cuts should be transitory. Tesla&#39;s ability to drop prices enables it to capture market share from other car companies. Moreover, Tesla can afford to decrease price tags due to its high level of profitability. This phenomenon represents a distinct advantage for Tesla, as it can raise prices in the future. Additionally, this dynamic should push Tesla toward advertising more, enabling increased sales.</p><h4 id=\"id_324648713\" style=\"text-align: left;\">Tesla&#39;s Financial Summary</h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb451dabb8e29b46b7a229868f80d283\" alt=\"Financial summary (ir.tesla.com)\" title=\"Financial summary (ir.tesla.com)\" tg-width=\"640\" tg-height=\"414\"/><span>Financial summary (ir.tesla.com)</span></p><p style=\"text-align: left;\">Total automotive revenues were $19.625B last quarter, a 5% YoY gain. Yet, deliveries surged by 26% YoY, illustrating the significant impact of the price cuts. However, EG&amp;S revenues surged by 40% YoY, demonstrating solid demand and robust growth in Tesla&#39;s energy space. Services and other revenues also surged by 32%. Additionally, Tesla&#39;s Cybertruck and Tesla Semi segments should provide increasingly more revenues in 2024 and 2025. Moreover, Tesla&#39;s viral and ultra-profitable Model 3/Y segments should provide improved revenue growth in future years as ASPs go up.</p><p style=\"text-align: left;\"><strong>Tesla Deliveries - By Quarter, Yearly</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6a09c5f6da4cea75afab9bffc8c2ded\" alt=\"Tesla deliveries (Statista.com)\" title=\"Tesla deliveries (Statista.com)\" tg-width=\"640\" tg-height=\"412\"/><span>Tesla deliveries (Statista.com)</span></p><p style=\"text-align: left;\">If we dig deeper, we see that Tesla&#39;s automotive sales revenue was about $18.58 billion in Q3. Once we adjusted for lease accounting, Tesla delivered around 14,706 Model S/X vehicles and approximately 402,311 Model Y/3 cars in the third quarter. If we use an ASP of about $110,000 from the Model S/X segment, we reach nearly $1.6 billion in Model S/X sales. Therefore, the Model 3/Y segment accounted for roughly $17 billion in revenues. This dynamic suggests that Tesla&#39;s Model 3/Y segment ASP was around $42,250.</p><p style=\"text-align: left;\">This ASP is a decrease over last year&#39;s ASP and is less than my (higher-end) $44,000 ASP estimate in Tesla Q3 projections. However, we should see Tesla ASPs increasing as the economic landscape improves, the Fed adopts a more accessible monetary stance, and cheaper financing options become widely available. Despite the challenging macroeconomic atmosphere, Tesla&#39;s gross margin was 18% last quarter. Tesla&#39;s GAAP net income margin was 8%.</p><p style=\"text-align: left;\">While we see some temporary margin compression, Tesla&#39;s margins remain healthy. Additionally, margin compression occurred due to price cuts, inflation, higher R&amp;D spending, and other transitory factors. As economic conditions normalize, margins and profitability should improve in future years and quarters.</p><h2 id=\"id_3237951259\" style=\"text-align: left;\">The Bottom Line: Buy The Drop In Tesla</h2><p style=\"text-align: left;\">We get few compelling opportunities to buy drops in Tesla. Like all companies, Tesla has moments of imperfection and goes through challenging periods. Tesla is going through a transitory margin compression phase, but there is no reason to panic. Tesla&#39;s stock could go marginally lower from here, yet the downside risk is likely minimal.</p><p style=\"text-align: left;\"><strong>Tesla 5-Year Chart</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8024922e3e7028e20ca46116754738ac\" alt=\"TSLA (StockCharts.com)\" title=\"TSLA (StockCharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>TSLA (StockCharts.com)</span></p><p style=\"text-align: left;\">Tesla&#39;s stock appreciated considerably. It also fell nose-first from its $420 top. However, the $100 bear market bottom may have been a generational buy. Therefore, we should not see Tesla&#39;s stock back near par again. However, we could see a more significant pullback to about the $200 level, roughly a 33% giveback from its recent high.</p><p style=\"text-align: left;\">Additionally, around $200, Tesla&#39;s stock would trade at 28 times $7 in next year&#39;s EPS estimates (higher ed EPS estimates go to $8). Despite Tesla&#39;s transitory slowdown in earnings growth, it could expand EPS more efficiently due to its dominant market-leading position, economies of scale, and other competitive advantages in future years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a750651e05f013cfab2323b626327f24\" alt=\"Source: The Financial Prophet.\" title=\"Source: The Financial Prophet.\" tg-width=\"765\" tg-height=\"547\"/><span>Source: The Financial Prophet.</span></p><h2 id=\"id_2981761085\" style=\"text-align: left;\">Risks to Tesla</h2><p style=\"text-align: left;\">Tesla faces challenges due to increased competition, inflation, margin compression, and a general economic slowdown. These and other risks could negatively impact Tesla&#39;s revenue and EPS growth, leading to lower-than-expected profitability. This bearish dynamic (if it plays out) could worsen sentiment, potentially leading to multiple compressions and a lower-than-anticipated stock price in the coming years. Investors should examine these and other risks before investing in Tesla.</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>Tesla Stock Tumbles - Time To Buy Or Bye-Bye?</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\">\nTesla Stock Tumbles - Time To Buy Or Bye-Bye?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-20 10:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4641842-consider-buying-the-drop-in-tesla-stock-post-q3-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc. stock dropped after a disappointing Q3 earnings announcement, but margin compression is expected to be transitory.Margin compression occurred due to price cuts, inflation, and high ...</p>\n\n<a href=\"https://seekingalpha.com/article/4641842-consider-buying-the-drop-in-tesla-stock-post-q3-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4641842-consider-buying-the-drop-in-tesla-stock-post-q3-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1180445624","content_text":"SummaryTesla, Inc. stock dropped after a disappointing Q3 earnings announcement, but margin compression is expected to be transitory.Margin compression occurred due to price cuts, inflation, and high borrowing costs negatively impacting Tesla's bottom line.Tesla's fundamental backdrop is expected to strengthen as the economy improves, leading to higher stock prices in the future.The $220-200 range is an attractive long-term entry level for Tesla.Spencer Platt/Getty Images NewsTesla, Inc. (NASDAQ:TSLA) stock has dropped after its \"disappointing\" Q3 earnings announcement. Tesla is trading around $225, down roughly 7% in pre-market when writing this. While Tesla's margins contract during this challenging phase, margin compression could be transitory. The slow growth and high-interest rate economic environment negatively impact Tesla's bottom line.Price cuts, inflation, high borrowing costs, and other temporary elements are eating into Tesla's bottom line, negatively impacting its stock price. However, Tesla's fundamental backdrop should strengthen as the economic downturn passes and the economy returns to normalized financial conditions. Due to Tesla's dominant, market-leading position, its economies of scale, and other competitive advantages, its revenue and EPS growth could accelerate in the coming quarters, leading to a much higher stock price in future years.Tesla's Buy-In Zone Approaches: $220-200TSLA (StockCharts.com)Tesla's stock is still in the $200-300 range. Tesla has consolidated in this range for around five months and could continue moving sideways in the near term. The technical image is stable, neither oversold nor overbought. However, constructive fundamental factors should push Tesla's stock higher, likely above the $300 resistance level in Q1 2024. We can continue making money from Tesla's stock via the wheel and the covered call dividend (\"CCD\") options strategies.The Tesla CCD PlanI sold covered calls against my Tesla position earlier this month, earning about 5% on my Tesla position after repurchasing the $270 covered calls before earnings. I then sold the $250 covered calls closer to its earnings announcement. Now, I am repurchasing those covered calls for a substantially lower premium. I own Tesla for the long term, and the stock makes money for me in times of volatility via the covered call dividend strategy.Tesla's Wheel StrategyWe can implement the highly effective wheel options strategy with Tesla. We can sell/create cash-secured put options, selling the 11/17/23 $220 puts for $20, earning a 10% premium, earning the possibility to purchase Tesla shares in our $220-200 buy-zone. Also, I am not worried about Tesla in the intermediate and long term, as its stock price should go much higher.Tesla's Transitory Margin CompressionTesla recently reported Q3 non-GAAP EPS of $0.66, missing the consensus estimate by seven cents. Additionally, Tesla reported $23.35B in revenues (+9% YoY), missing the consensus mark by $790 million. Tesla reported a Capex of $2.46B, a 19% rise over the same time last year.However, the primary reason why Tesla missed revenue estimates and reported slightly lower-than-expected profits was due to price cuts in the electric vehicle (\"EV\") segment. Tesla's most recent round of price cuts could cost the company around $2 billion in annual sales.While this may seem detrimental, Tesla's price cuts should be transitory. Tesla's ability to drop prices enables it to capture market share from other car companies. Moreover, Tesla can afford to decrease price tags due to its high level of profitability. This phenomenon represents a distinct advantage for Tesla, as it can raise prices in the future. Additionally, this dynamic should push Tesla toward advertising more, enabling increased sales.Tesla's Financial SummaryFinancial summary (ir.tesla.com)Total automotive revenues were $19.625B last quarter, a 5% YoY gain. Yet, deliveries surged by 26% YoY, illustrating the significant impact of the price cuts. However, EG&S revenues surged by 40% YoY, demonstrating solid demand and robust growth in Tesla's energy space. Services and other revenues also surged by 32%. Additionally, Tesla's Cybertruck and Tesla Semi segments should provide increasingly more revenues in 2024 and 2025. Moreover, Tesla's viral and ultra-profitable Model 3/Y segments should provide improved revenue growth in future years as ASPs go up.Tesla Deliveries - By Quarter, YearlyTesla deliveries (Statista.com)If we dig deeper, we see that Tesla's automotive sales revenue was about $18.58 billion in Q3. Once we adjusted for lease accounting, Tesla delivered around 14,706 Model S/X vehicles and approximately 402,311 Model Y/3 cars in the third quarter. If we use an ASP of about $110,000 from the Model S/X segment, we reach nearly $1.6 billion in Model S/X sales. Therefore, the Model 3/Y segment accounted for roughly $17 billion in revenues. This dynamic suggests that Tesla's Model 3/Y segment ASP was around $42,250.This ASP is a decrease over last year's ASP and is less than my (higher-end) $44,000 ASP estimate in Tesla Q3 projections. However, we should see Tesla ASPs increasing as the economic landscape improves, the Fed adopts a more accessible monetary stance, and cheaper financing options become widely available. Despite the challenging macroeconomic atmosphere, Tesla's gross margin was 18% last quarter. Tesla's GAAP net income margin was 8%.While we see some temporary margin compression, Tesla's margins remain healthy. Additionally, margin compression occurred due to price cuts, inflation, higher R&D spending, and other transitory factors. As economic conditions normalize, margins and profitability should improve in future years and quarters.The Bottom Line: Buy The Drop In TeslaWe get few compelling opportunities to buy drops in Tesla. Like all companies, Tesla has moments of imperfection and goes through challenging periods. Tesla is going through a transitory margin compression phase, but there is no reason to panic. Tesla's stock could go marginally lower from here, yet the downside risk is likely minimal.Tesla 5-Year ChartTSLA (StockCharts.com)Tesla's stock appreciated considerably. It also fell nose-first from its $420 top. However, the $100 bear market bottom may have been a generational buy. Therefore, we should not see Tesla's stock back near par again. However, we could see a more significant pullback to about the $200 level, roughly a 33% giveback from its recent high.Additionally, around $200, Tesla's stock would trade at 28 times $7 in next year's EPS estimates (higher ed EPS estimates go to $8). Despite Tesla's transitory slowdown in earnings growth, it could expand EPS more efficiently due to its dominant market-leading position, economies of scale, and other competitive advantages in future years.Source: The Financial Prophet.Risks to TeslaTesla faces challenges due to increased competition, inflation, margin compression, and a general economic slowdown. These and other risks could negatively impact Tesla's revenue and EPS growth, leading to lower-than-expected profitability. This bearish dynamic (if it plays out) could worsen sentiment, potentially leading to multiple compressions and a lower-than-anticipated stock price in the coming years. Investors should examine these and other risks before investing in Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201410523160600,"gmtCreate":1690199243170,"gmtModify":1690199244488,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"超卖了被札了，补不回来","listText":"超卖了被札了，补不回来","text":"超卖了被札了，补不回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201410523160600","repostId":"2353685149","repostType":2,"repost":{"id":"2353685149","pubTimestamp":1689976069,"share":"https://www.laohu8.com/m/news/2353685149?lang=&edition=full","pubTime":"2023-07-22 05:47","market":"us","language":"en","title":"Carnival Co. Faces Rating Downgrade Amidst Profitability Concerns ...","url":"https://stock-news.laohu8.com/highlight/detail?id=2353685149","media":"Best Stocks","summary":"Carnival Co. Faces Rating Downgrade Amidst Profitability Concerns ...","content":"<div>\n<p>Carnival Co. Faces Rating Downgrade Amidst Profitability Concerns ...</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMiSWh0dHBzOi8vYmVzdHN0b2Nrcy5jb20vY2Fybml2YWwtY28tZmFjZXMtcmF0aW5nLWRvd25ncmFkZS1hbWlkc3QtcHJvZml0YS_SAQA?oc=5\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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>Carnival Co. Faces Rating Downgrade Amidst Profitability Concerns ...</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\">\nCarnival Co. Faces Rating Downgrade Amidst Profitability Concerns ...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-22 05:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.google.com/rss/articles/CBMiSWh0dHBzOi8vYmVzdHN0b2Nrcy5jb20vY2Fybml2YWwtY28tZmFjZXMtcmF0aW5nLWRvd25ncmFkZS1hbWlkc3QtcHJvZml0YS_SAQA?oc=5><strong>Best Stocks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Carnival Co. Faces Rating Downgrade Amidst Profitability Concerns ...</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMiSWh0dHBzOi8vYmVzdHN0b2Nrcy5jb20vY2Fybml2YWwtY28tZmFjZXMtcmF0aW5nLWRvd25ncmFkZS1hbWlkc3QtcHJvZml0YS_SAQA?oc=5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","CCL":"嘉年华邮轮","BK4588":"碎股","CUK":"嘉年华存托凭证","BK4142":"酒店、度假村与豪华游轮","BK4517":"邮轮概念"},"source_url":"https://news.google.com/rss/articles/CBMiSWh0dHBzOi8vYmVzdHN0b2Nrcy5jb20vY2Fybml2YWwtY28tZmFjZXMtcmF0aW5nLWRvd25ncmFkZS1hbWlkc3QtcHJvZml0YS_SAQA?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2353685149","content_text":"Carnival Co. Faces Rating Downgrade Amidst Profitability Concerns ...","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201409755127856,"gmtCreate":1690198936890,"gmtModify":1690198938297,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"因持续买进库藏股，股价往上","listText":"因持续买进库藏股，股价往上","text":"因持续买进库藏股，股价往上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201409755127856","repostId":"1180566790","repostType":2,"repost":{"id":"1180566790","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":1690194465,"share":"https://www.laohu8.com/m/news/1180566790?lang=&edition=full","pubTime":"2023-07-24 18:27","market":"us","language":"zh","title":"市场消息：苹果要求2023年出货约8500万部新iPhone","url":"https://stock-news.laohu8.com/highlight/detail?id=1180566790","media":"老虎资讯综合","summary":"市场消息：苹果要求供应商在2023年出货约8500万部新iPhone。","content":"<html><head></head><body><p>市场消息：苹果要求供应商在2023年出货约8500万部新iPhone。</p><p>这一出货量与去年大致持平。另外，苹果正在考虑提高Pro机型的价格，这可能会增加整体收入。</p><p>一名知情人士还说，新iPhone的屏幕出现了一些小问题，但这个问题应该会在一两周内解决，不会对整体生产产生明显影响。</p><p>另据业内人士透露，三星显示和LG显示被发现正在应苹果公司的要求开发OLED，以消除iPhone的所有前显示屏边框（无边框）。目前，苹果正在将iPhone的正面显示屏边框做得更薄，最终目标是让边框为零。据悉，苹果希望实现无边框显示屏，同时保持 iPhone 的平面显示屏和产品侧面的棱角设计。</p><p>截至发稿，苹果盘前股价小幅上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e96146be3b006cbf59de85ba2801cfb\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：苹果要求2023年出货约8500万部新iPhone</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市场消息：苹果要求2023年出货约8500万部新iPhone\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-07-24 18:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>市场消息：苹果要求供应商在2023年出货约8500万部新iPhone。</p><p>这一出货量与去年大致持平。另外，苹果正在考虑提高Pro机型的价格，这可能会增加整体收入。</p><p>一名知情人士还说，新iPhone的屏幕出现了一些小问题，但这个问题应该会在一两周内解决，不会对整体生产产生明显影响。</p><p>另据业内人士透露，三星显示和LG显示被发现正在应苹果公司的要求开发OLED，以消除iPhone的所有前显示屏边框（无边框）。目前，苹果正在将iPhone的正面显示屏边框做得更薄，最终目标是让边框为零。据悉，苹果希望实现无边框显示屏，同时保持 iPhone 的平面显示屏和产品侧面的棱角设计。</p><p>截至发稿，苹果盘前股价小幅上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e96146be3b006cbf59de85ba2801cfb\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/275844f4baec1cdf60dd0a969b6b4fc3","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180566790","content_text":"市场消息：苹果要求供应商在2023年出货约8500万部新iPhone。这一出货量与去年大致持平。另外，苹果正在考虑提高Pro机型的价格，这可能会增加整体收入。一名知情人士还说，新iPhone的屏幕出现了一些小问题，但这个问题应该会在一两周内解决，不会对整体生产产生明显影响。另据业内人士透露，三星显示和LG显示被发现正在应苹果公司的要求开发OLED，以消除iPhone的所有前显示屏边框（无边框）。目前，苹果正在将iPhone的正面显示屏边框做得更薄，最终目标是让边框为零。据悉，苹果希望实现无边框显示屏，同时保持 iPhone 的平面显示屏和产品侧面的棱角设计。截至发稿，苹果盘前股价小幅上涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699972607,"gmtCreate":1639744462636,"gmtModify":1639744462636,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"苹果圈地越大，营收毛利率越高，其股价表现可期","listText":"苹果圈地越大，营收毛利率越高，其股价表现可期","text":"苹果圈地越大，营收毛利率越高，其股价表现可期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699972607","repostId":"2192588928","repostType":2,"repost":{"id":"2192588928","pubTimestamp":1639702146,"share":"https://www.laohu8.com/m/news/2192588928?lang=&edition=full","pubTime":"2021-12-17 08:49","market":"us","language":"zh","title":"苹果要挖角恩智浦？招聘几十人团队开发无线芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2192588928","media":"和讯网","summary":"加州尔湾也是恩智浦无线芯片设计办公室的所在地。苹果可能挖角恩智浦，吸引恩智浦的工程师跳槽。据了解，此次招聘大概是招聘几十人团队，以便开发无线芯片，最终可能替代两大芯片厂商博通和Skyworks供应的产品。苹果研发芯片消息之前就有出现，此次招聘消息放出，引起芯片概念股集体下跌。苹果的产品、尤其主打产品iPhone是芯片厂商的重要收入来源。去年初，博通和苹果达成150亿美元的无线部件供应协议，供货期2023年截止。","content":"<html><body><article><p>商业密码12月17日（邵峰）消息，近日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>在美国加州南部的新办公室招聘工程师，该办公室位于加州尔湾，靠近加州大学尔湾分校。加州尔湾也是<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>无线芯片设计办公室的所在地。苹果可能挖角恩智浦，吸引恩智浦的工程师跳槽。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20211217085025839v154mgnmp8925vl\"/><p>据了解，此次招聘大概是招聘几十人团队，以便开发无线芯片，最终可能替代两大芯片厂商<a href=\"https://laohu8.com/S/BRCM\">博通</a>和Skyworks供应的产品。</p><p>苹果研发芯片消息之前就有出现，此次招聘消息放出，引起芯片概念股集体下跌。</p><p>苹果的产品、尤其主打产品iPhone是芯片厂商的重要收入来源。据统计，<a href=\"https://laohu8.com/S/AVGO\">博通</a>约五分之一的销售额都来自苹果，Skyworks将近六成的<span>营业收入</span>都来自苹果的订单。去年初，博通和苹果达成150亿美元的无线部件供应协议，供货期2023年截止。</p><p>在2020年的全球开发者大会上，苹果就表示未来两年将用自研ARM架构芯片替代Mac系列PC所采用的<a href=\"https://laohu8.com/S/INTC\">英特尔</a>芯片，并在11月发布首款搭载自研芯片的Mac电脑。</p><p>苹果没有食言，今年10月，苹果发布的新款MacBook Pro由全新M1 Pro 和M1 Max芯片驱动，号称首批专为Mac 设计的专业级芯片。</p><p>苹果还计划采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>的4nm工艺生产其自研iPhone 5G基带芯片，预计在2023年实现量产。如果这个量产落地，将对<a href=\"https://laohu8.com/S/QCOM\">高通</a>形成打击与威胁。</p><p>要知道的2019年，苹果就斥资10亿美元收购英特尔的智能手机调制解调器——即基带芯片业务，为自研的基带芯片奠定基础。自研芯片更有利于提高对硬件设备的控制权，并节省支出，提高自身竞争力的同时，降低对供应链的依赖。在长远的规划中，不会因为技术问题受制于人。</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>苹果要挖角恩智浦？招聘几十人团队开发无线芯片</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苹果要挖角恩智浦？招聘几十人团队开发无线芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 08:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112170850307a17181d&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>商业密码12月17日（邵峰）消息，近日，苹果在美国加州南部的新办公室招聘工程师，该办公室位于加州尔湾，靠近加州大学尔湾分校。加州尔湾也是恩智浦无线芯片设计办公室的所在地。苹果可能挖角恩智浦，吸引恩智浦的工程师跳槽。据了解，此次招聘大概是招聘几十人团队，以便开发无线芯片，最终可能替代两大芯片厂商博通和Skyworks供应的产品。苹果研发芯片消息之前就有出现，此次招聘消息放出，引起芯片概念股集体下跌。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112170850307a17181d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"159813":"芯片","BK4566":"资本集团","BK4501":"段永平概念","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4505":"高瓴资本持仓","BK4561":"索罗斯持仓","BK4512":"苹果概念","NXPI":"恩智浦","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112170850307a17181d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2192588928","content_text":"商业密码12月17日（邵峰）消息，近日，苹果在美国加州南部的新办公室招聘工程师，该办公室位于加州尔湾，靠近加州大学尔湾分校。加州尔湾也是恩智浦无线芯片设计办公室的所在地。苹果可能挖角恩智浦，吸引恩智浦的工程师跳槽。据了解，此次招聘大概是招聘几十人团队，以便开发无线芯片，最终可能替代两大芯片厂商博通和Skyworks供应的产品。苹果研发芯片消息之前就有出现，此次招聘消息放出，引起芯片概念股集体下跌。苹果的产品、尤其主打产品iPhone是芯片厂商的重要收入来源。据统计，博通约五分之一的销售额都来自苹果，Skyworks将近六成的营业收入都来自苹果的订单。去年初，博通和苹果达成150亿美元的无线部件供应协议，供货期2023年截止。在2020年的全球开发者大会上，苹果就表示未来两年将用自研ARM架构芯片替代Mac系列PC所采用的英特尔芯片，并在11月发布首款搭载自研芯片的Mac电脑。苹果没有食言，今年10月，苹果发布的新款MacBook Pro由全新M1 Pro 和M1 Max芯片驱动，号称首批专为Mac 设计的专业级芯片。苹果还计划采用台积电的4nm工艺生产其自研iPhone 5G基带芯片，预计在2023年实现量产。如果这个量产落地，将对高通形成打击与威胁。要知道的2019年，苹果就斥资10亿美元收购英特尔的智能手机调制解调器——即基带芯片业务，为自研的基带芯片奠定基础。自研芯片更有利于提高对硬件设备的控制权，并节省支出，提高自身竞争力的同时，降低对供应链的依赖。在长远的规划中，不会因为技术问题受制于人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602770898,"gmtCreate":1639087040915,"gmtModify":1639087040915,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"关照资本市场发展多于通膨高涨","listText":"关照资本市场发展多于通膨高涨","text":"关照资本市场发展多于通膨高涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602770898","repostId":"2190113614","repostType":2,"repost":{"id":"2190113614","pubTimestamp":1639056513,"share":"https://www.laohu8.com/m/news/2190113614?lang=&edition=full","pubTime":"2021-12-09 21:28","market":"us","language":"zh","title":"变化莫测的美联储，信誉堪忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2190113614","media":"智通财经","summary":"在下周为期两天的会议上，美联储预计将表示，将把缩减购债规模的速度提高一倍，同时可能还暗示将在2022年进行更大幅度的加息。但由于政策的不可预测性和预测往往被证明是不可靠的，随着美联储将再次调整策略，其可能面临着巨大的信誉挑战。甚至一些较为鸽派的美联储成员，也承认现在是踩刹车的时候了。","content":"<html><body><p>如果美联储下周公布的利率决议符合预期，并宣布更积极地撤销提振经济的措施，这将标志着美联储和鲍威尔的重大政策立场转变。</p><p>在下周为期两天的会议上，美联储预计将表示，将把缩减购债规模的速度提高一倍，同时可能还暗示将在2022年进行更大幅度的加息。这些举措是为了应对比美联储官员预期的更强、持续时间更长的通胀。如果美联储达到这些预期，这至少将标志着鲍威尔主席领导下的第四次重大政策变化。而政策立场频繁转变的问题在于，由于政策如此不可预测，美联储的公信力可能面临重大挑战。</p><p><strong>变化莫测的美联储——四次变脸</strong></p><p>对于一家以预测和沟通为傲的央行机构来说，这至少是第四次出现政策立场转变，它希望能为市场参与者和公众提供一份可靠的路线图。但美国经济的波动对此造成了严重破坏。</p><p>美联储承诺在2018年提高利率(“正常化”)但在接下来的一年，当全球经济疲软之际，它不得不改变措辞。随后，美联储在2019年结束时，鲍威尔和他的同事们坚称，他们已经削减了足够多的利率，并相信在可预见的未来利率将保持稳定。</p><p>但2020年的疫情又改变了这一切，迫使美联储降息并实施扩张性货币政策，最终导致美联储将资产负债表扩大了4万亿美元以上。随后，美联储再次介入，并宣布改变政策框架，将更多的努力放在就业上，并愿意容忍更高的通胀。美联储承诺，它将保持宽松的政策，直到它在就业方面取得“实质性的进一步进展”，不仅是就业充分，而且还是考虑性别、种族和收入的包容性充分就业。</p><p>正是这最后一项举措将美联储带到了当前的十字路口:随着物价上涨达到30多年来的高点，美联储现在预计将恢复其抗击通胀的角色。</p><p>市场参与者曾经讨论过“鲍威尔看跌期权”(Powell Put)，即美联储愿意为市场下跌设定政策底线，而新的话题可能是“鲍威尔转变”(Powell Pivot)。</p><p>但由于政策的不可预测性和预测往往被证明是不可靠的，随着美联储将再次调整策略，其可能面临着巨大的信誉挑战。</p><p><strong>美联储还可信吗？</strong></p><p>法国外贸银行美洲业务首席经济学家、特朗普任内的国家经济委员会(National Economic Council)负责人Joseph LaVorgna表示:“美联储已经证明，要想对委员会和共识都做出预测是很困难的。用市场术语来说，美联储买高卖低。所以我确实认为未来会出现信誉问题。”</p><p>LaVorgna担心，美联储在几个月来称通胀是“暂时的”之后，现在正在犯高估其持续时间和在不恰当的时间收紧的错误。如果目前的通胀趋势失去动力，明年官员们可能不得不再次做出改变。</p><p>LaVorgna称:“这与2018年12月有可怕的相似之处，美联储说的是一回事，市场说的是另一回事。”他指的是美联储上一次加息周期，那次加息以华尔街有史以来最严重的平安夜抛售结束。</p><p>虽然有传言称，在美联储逐步结束每月的债券购买计划后，明年春天加息迫在眉睫，但美国国债收益率一直非常稳定。债券市场也下调了其5年和10年的通胀预期。交易员们已经将加息的预期提前，预计在2022年加息两到三次或0.75个百分点。股市在11月份下跌，不过主要是由于对疫情的担忧;美联储的政策变化似乎并没有给太多投资者带来困扰。</p><p>另一方面，<a href=\"https://laohu8.com/S/MCO\">穆迪</a>分析公司首席经济学家Mark Zandi在谈到美联储的一系列调整时表示：“我认为这增加了他们的可信度。世界在跟着他们转变。”</p><p><span>与格林斯潘(Alan Greenspan)领导下的美联储总是让市场猜测它在做什么不同，而鲍威尔领导下的美联储则是超级透明的，以寻求将其旨在支持金融状况的所有举措都传达出去，不管这些举措有将催生多少泡沫。</span></p><p>鲍威尔能够引导预期，更快地采取行动，结束疫情时期极度宽松的货币政策立场。上周，他以一种经济外交的方式表示，现在是时候放弃用“暂时”描述通胀了。甚至一些较为鸽派的美联储成员，也承认现在是踩刹车的时候了。</p><p>Zandi称:“疫情完全颠覆了一切，一次又一次地打乱了计划。考虑到目前的形势，如果投资者此时没有考虑到更大的不确定性，那将令人震惊。投资者似乎只有一个想法，那就是买进。”</p><p>事实上，Zandi认为，考虑到股市估值如此之高，政策不那么明确可能是一件好事。Zandi表示：\"如果要我批评的话，我认为美联储有点过于关注投资者的想法。他们在跟随市场、数据。我认为他们必须领先一点。”</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>变化莫测的美联储，信誉堪忧</title>\n<style 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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变化莫测的美联储，信誉堪忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 21:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/619199.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果美联储下周公布的利率决议符合预期，并宣布更积极地撤销提振经济的措施，这将标志着美联储和鲍威尔的重大政策立场转变。在下周为期两天的会议上，美联储预计将表示，将把缩减购债规模的速度提高一倍，同时可能还暗示将在2022年进行更大幅度的加息。这些举措是为了应对比美联储官员预期的更强、持续时间更长的通胀。如果美联储达到这些预期，这至少将标志着鲍威尔主席领导下的第四次重大政策变化。而政策立场频繁转变的问题...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/619199.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7","relate_stocks":{"513500":"标普500ETF","TQQQ":"纳指三倍做多ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","OEX":"标普100","SDOW":"道指三倍做空ETF-ProShares",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","DXD":"道指两倍做空ETF","SQQQ":"纳指三倍做空ETF","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","SDS":"两倍做空标普500ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/619199.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190113614","content_text":"如果美联储下周公布的利率决议符合预期，并宣布更积极地撤销提振经济的措施，这将标志着美联储和鲍威尔的重大政策立场转变。在下周为期两天的会议上，美联储预计将表示，将把缩减购债规模的速度提高一倍，同时可能还暗示将在2022年进行更大幅度的加息。这些举措是为了应对比美联储官员预期的更强、持续时间更长的通胀。如果美联储达到这些预期，这至少将标志着鲍威尔主席领导下的第四次重大政策变化。而政策立场频繁转变的问题在于，由于政策如此不可预测，美联储的公信力可能面临重大挑战。变化莫测的美联储——四次变脸对于一家以预测和沟通为傲的央行机构来说，这至少是第四次出现政策立场转变，它希望能为市场参与者和公众提供一份可靠的路线图。但美国经济的波动对此造成了严重破坏。美联储承诺在2018年提高利率(“正常化”)但在接下来的一年，当全球经济疲软之际，它不得不改变措辞。随后，美联储在2019年结束时，鲍威尔和他的同事们坚称，他们已经削减了足够多的利率，并相信在可预见的未来利率将保持稳定。但2020年的疫情又改变了这一切，迫使美联储降息并实施扩张性货币政策，最终导致美联储将资产负债表扩大了4万亿美元以上。随后，美联储再次介入，并宣布改变政策框架，将更多的努力放在就业上，并愿意容忍更高的通胀。美联储承诺，它将保持宽松的政策，直到它在就业方面取得“实质性的进一步进展”，不仅是就业充分，而且还是考虑性别、种族和收入的包容性充分就业。正是这最后一项举措将美联储带到了当前的十字路口:随着物价上涨达到30多年来的高点，美联储现在预计将恢复其抗击通胀的角色。市场参与者曾经讨论过“鲍威尔看跌期权”(Powell Put)，即美联储愿意为市场下跌设定政策底线，而新的话题可能是“鲍威尔转变”(Powell Pivot)。但由于政策的不可预测性和预测往往被证明是不可靠的，随着美联储将再次调整策略，其可能面临着巨大的信誉挑战。美联储还可信吗？法国外贸银行美洲业务首席经济学家、特朗普任内的国家经济委员会(National Economic Council)负责人Joseph LaVorgna表示:“美联储已经证明，要想对委员会和共识都做出预测是很困难的。用市场术语来说，美联储买高卖低。所以我确实认为未来会出现信誉问题。”LaVorgna担心，美联储在几个月来称通胀是“暂时的”之后，现在正在犯高估其持续时间和在不恰当的时间收紧的错误。如果目前的通胀趋势失去动力，明年官员们可能不得不再次做出改变。LaVorgna称:“这与2018年12月有可怕的相似之处，美联储说的是一回事，市场说的是另一回事。”他指的是美联储上一次加息周期，那次加息以华尔街有史以来最严重的平安夜抛售结束。虽然有传言称，在美联储逐步结束每月的债券购买计划后，明年春天加息迫在眉睫，但美国国债收益率一直非常稳定。债券市场也下调了其5年和10年的通胀预期。交易员们已经将加息的预期提前，预计在2022年加息两到三次或0.75个百分点。股市在11月份下跌，不过主要是由于对疫情的担忧;美联储的政策变化似乎并没有给太多投资者带来困扰。另一方面，穆迪分析公司首席经济学家Mark Zandi在谈到美联储的一系列调整时表示：“我认为这增加了他们的可信度。世界在跟着他们转变。”与格林斯潘(Alan Greenspan)领导下的美联储总是让市场猜测它在做什么不同，而鲍威尔领导下的美联储则是超级透明的，以寻求将其旨在支持金融状况的所有举措都传达出去，不管这些举措有将催生多少泡沫。鲍威尔能够引导预期，更快地采取行动，结束疫情时期极度宽松的货币政策立场。上周，他以一种经济外交的方式表示，现在是时候放弃用“暂时”描述通胀了。甚至一些较为鸽派的美联储成员，也承认现在是踩刹车的时候了。Zandi称:“疫情完全颠覆了一切，一次又一次地打乱了计划。考虑到目前的形势，如果投资者此时没有考虑到更大的不确定性，那将令人震惊。投资者似乎只有一个想法，那就是买进。”事实上，Zandi认为，考虑到股市估值如此之高，政策不那么明确可能是一件好事。Zandi表示：\"如果要我批评的话，我认为美联储有点过于关注投资者的想法。他们在跟随市场、数据。我认为他们必须领先一点。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871001209,"gmtCreate":1636990606199,"gmtModify":1636990606199,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"竞争对手Rivian 已上市，当然要套现应战","listText":"竞争对手Rivian 已上市，当然要套现应战","text":"竞争对手Rivian 已上市，当然要套现应战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871001209","repostId":"2183078645","repostType":2,"repost":{"id":"2183078645","pubTimestamp":1636987808,"share":"https://www.laohu8.com/m/news/2183078645?lang=&edition=full","pubTime":"2021-11-15 22:50","market":"hk","language":"zh","title":"跌破1000美元！特斯拉(TSLA.US)大跌逾3% 马斯克暗示将卖出更多特斯拉股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2183078645","media":"格隆汇","summary":"格隆汇11月15日丨特斯拉(TSLA.US)低开低走，现跌3.38%报998.44美元，暂成交39亿美元，最新市值10027亿美元。美国证交会披露的文件显示，12日马斯克进一步卖出120万股特斯拉股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票，即1705万股，那么目前马斯克累计售出的股票仅占其承诺的37.1%，还需出售至少1070万股特斯拉股票。此外据悉，马斯克暗示将卖出更多特斯拉股票；“大空头”迈克尔伯里(Michael Burry)发推称马斯克只想高位套现。","content":"<html><body><p>格隆汇11月15日丨<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)低开低走，现跌3.38%报998.44美元，暂成交39亿美元，最新市值10027亿美元。美国证交会披露的文件显示，12日马斯克进一步卖出120万股特斯拉股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票，即1705万股，那么目前马斯克累计售出的股票仅占其承诺的37.1%，还需出售至少1070万股特斯拉股票。此外据悉，马斯克暗示将卖出更多特斯拉股票；“大空头”迈克尔伯里(Michael Burry)发推称马斯克只想高位套现。</p><p><img src=\"https://img3.gelonghui.com/60062-9f1df70f-9056-4993-b2ba-35228814ff8d.png\"/></p></body></html>","source":"stock_gelonghui","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>跌破1000美元！特斯拉(TSLA.US)大跌逾3% 马斯克暗示将卖出更多特斯拉股票</title>\n<style 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href=\"https://www.gelonghui.com/news/detail.html?id=638877\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e707b08b9b2e46de2e172fbe3a489c3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.gelonghui.com/news/detail.html?id=638877","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183078645","content_text":"格隆汇11月15日丨特斯拉(TSLA.US)低开低走，现跌3.38%报998.44美元，暂成交39亿美元，最新市值10027亿美元。美国证交会披露的文件显示，12日马斯克进一步卖出120万股特斯拉股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票，即1705万股，那么目前马斯克累计售出的股票仅占其承诺的37.1%，还需出售至少1070万股特斯拉股票。此外据悉，马斯克暗示将卖出更多特斯拉股票；“大空头”迈克尔伯里(Michael Burry)发推称马斯克只想高位套现。","news_type":1},"isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313783726923944,"gmtCreate":1717645907310,"gmtModify":1717645909042,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"空头被扎过头了","listText":"空头被扎过头了","text":"空头被扎过头了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313783726923944","repostId":"1169190514","repostType":2,"repost":{"id":"1169190514","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":1717645576,"share":"https://www.laohu8.com/m/news/1169190514?lang=&edition=full","pubTime":"2024-06-06 11:46","market":"us","language":"zh","title":"美国监管机构将对微软、OpenAI和英伟达展开反垄断调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1169190514","media":"老虎资讯综合","summary":"美国司法部将牵头调查英伟达是否违反了反垄断法。","content":"<html><head></head><body><p>据纽约时报，<strong>美国联邦监管机构已达成一项协议，将对微软、OpenAI和英伟达在人工智能行业的主导地位展开反垄断调查。</strong>这是监管审查升级的强烈迹象。<strong>美国司法部将牵头调查英伟达是否违反了反垄断法。</strong></p><p>周三，英伟达大涨超5%，<strong>市值突破3万亿美元，超过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，跃居全球第二大上市公司</strong>。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f601c1a89e419c5cf5414b5686073c12\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国监管机构将对微软、OpenAI和英伟达展开反垄断调查</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{ 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#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美国监管机构将对微软、OpenAI和英伟达展开反垄断调查\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\">2024-06-06 11:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据纽约时报，<strong>美国联邦监管机构已达成一项协议，将对微软、OpenAI和英伟达在人工智能行业的主导地位展开反垄断调查。</strong>这是监管审查升级的强烈迹象。<strong>美国司法部将牵头调查英伟达是否违反了反垄断法。</strong></p><p>周三，英伟达大涨超5%，<strong>市值突破3万亿美元，超过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，跃居全球第二大上市公司</strong>。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f601c1a89e419c5cf5414b5686073c12\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达","MSFT":"微软"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169190514","content_text":"据纽约时报，美国联邦监管机构已达成一项协议，将对微软、OpenAI和英伟达在人工智能行业的主导地位展开反垄断调查。这是监管审查升级的强烈迹象。美国司法部将牵头调查英伟达是否违反了反垄断法。周三，英伟达大涨超5%，市值突破3万亿美元，超过苹果，跃居全球第二大上市公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285957941588048,"gmtCreate":1710832266054,"gmtModify":1710832267851,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"能逼空到1200美元，做多者应该就很开心了","listText":"能逼空到1200美元，做多者应该就很开心了","text":"能逼空到1200美元，做多者应该就很开心了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285957941588048","repostId":"1103656235","repostType":2,"repost":{"id":"1103656235","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":1710825032,"share":"https://www.laohu8.com/m/news/1103656235?lang=&edition=full","pubTime":"2024-03-19 13:10","market":"us","language":"zh","title":"期权大单 | 英伟达本周能涨120%？散户入场或再造逼空风暴","url":"https://stock-news.laohu8.com/highlight/detail?id=1103656235","media":"老虎资讯综合","summary":"周一美股期权市场成交35,347,882张合约，其中看涨合约占比57%，看跌合约占比43%。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周一（3月18日）美股三大指数集体上涨。在此之前，道指已连跌三周，标普和纳指也连跌两周。美股期权市场成交35,347,882张合约，其中看涨合约（CALL）占比57%，看跌合约（PUT）占比43%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达本周剑指2000美元？谁在操纵？</h3><p>个股期权成交量方面，特斯拉、英伟达、苹果的地位不可撼动。<strong>受益于Model Y涨价，今年走势很颓的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>大涨6.25%，创最近六个月最大单日涨幅。</strong>面对压力，马斯克承认他服用氯胺酮来缓解情绪低潮，并他坚称自己的服药行为是合理的，并没有对他的工作产生负面影响。不过，由于长期不利因素尚未消失，投行纷纷下调特斯拉目标价。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ee0fb337a9728564b1de2ded044df54\" title=\"\" tg-width=\"432\" tg-height=\"831\"/></p><p>英伟达方面，周一，“AI春晚”GTC终于揭幕，AI芯片“Blackwell”发布。英伟达称，Blackwell的成本和能耗较前代低25倍，是全球最强大芯片，由 2080 亿个晶体管组成，采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>4nm制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型（LLM）推理。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1556e44110ba92e747e7ed5a35c9e8c\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>英伟达股价微涨0.7%，不过盘后跌幅近2%，市场对新品的态度显然有分歧，今日走势值得特别关注。</p><p>期权方面则出现了令人瞠目的情况：英伟达的CALL单很活跃，<strong>并且行权价来到了夸张的1940美元高位，较当前价涨幅近120%，到期日是本周五，这……能实现吗？</strong></p><h4 id=\"id_820039765\"><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240322 877.5 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240322%20877.5%20CALL\">$NVDA 20240322 877.5 CALL$</a></em> </h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d1d5c4e662e88f468f67fe3e8465a2\" title=\"\" tg-width=\"972\" tg-height=\"412\"/></p><p>据媒体披露，上述行权价1940美元的合约是以约900份/笔的小批量购买，这表明可能是散户在交易，他们总共支付了2.4万美元。</p><p>虽然我个人认为英伟达在本周不可能涨到那个价位，但是，只要英伟达行情向好，理论上散户们就可以出售这些合约获利。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fba2b0c24d2307836ae9eafd0a030b4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>不管背后是谁，这个夸张的操作让我们自然联想到曾经的“散户逼空风暴”——那些在游戏驿站、AMC院线身上发生过的事情，曾将华尔街逼到墙角，但留下的也只是一地鸡毛，普通投资者并没有真正获利，市场游戏规则也没有改变。这一次，如果“散户”想把英伟达当作撼动市场的支点，难度恐怕要远超想象！</p><p>本周英伟达真能翻倍上涨吗？极端价格背后又是谁在操纵呢？不妨谈谈您的观点吧。</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>期权大单 | 英伟达本周能涨120%？散户入场或再造逼空风暴</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期权大单 | 英伟达本周能涨120%？散户入场或再造逼空风暴\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\">2024-03-19 13:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周一（3月18日）美股三大指数集体上涨。在此之前，道指已连跌三周，标普和纳指也连跌两周。美股期权市场成交35,347,882张合约，其中看涨合约（CALL）占比57%，看跌合约（PUT）占比43%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达本周剑指2000美元？谁在操纵？</h3><p>个股期权成交量方面，特斯拉、英伟达、苹果的地位不可撼动。<strong>受益于Model Y涨价，今年走势很颓的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>大涨6.25%，创最近六个月最大单日涨幅。</strong>面对压力，马斯克承认他服用氯胺酮来缓解情绪低潮，并他坚称自己的服药行为是合理的，并没有对他的工作产生负面影响。不过，由于长期不利因素尚未消失，投行纷纷下调特斯拉目标价。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ee0fb337a9728564b1de2ded044df54\" title=\"\" tg-width=\"432\" tg-height=\"831\"/></p><p>英伟达方面，周一，“AI春晚”GTC终于揭幕，AI芯片“Blackwell”发布。英伟达称，Blackwell的成本和能耗较前代低25倍，是全球最强大芯片，由 2080 亿个晶体管组成，采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>4nm制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型（LLM）推理。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1556e44110ba92e747e7ed5a35c9e8c\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>英伟达股价微涨0.7%，不过盘后跌幅近2%，市场对新品的态度显然有分歧，今日走势值得特别关注。</p><p>期权方面则出现了令人瞠目的情况：英伟达的CALL单很活跃，<strong>并且行权价来到了夸张的1940美元高位，较当前价涨幅近120%，到期日是本周五，这……能实现吗？</strong></p><h4 id=\"id_820039765\"><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240322 877.5 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240322%20877.5%20CALL\">$NVDA 20240322 877.5 CALL$</a></em> </h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d1d5c4e662e88f468f67fe3e8465a2\" title=\"\" tg-width=\"972\" tg-height=\"412\"/></p><p>据媒体披露，上述行权价1940美元的合约是以约900份/笔的小批量购买，这表明可能是散户在交易，他们总共支付了2.4万美元。</p><p>虽然我个人认为英伟达在本周不可能涨到那个价位，但是，只要英伟达行情向好，理论上散户们就可以出售这些合约获利。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fba2b0c24d2307836ae9eafd0a030b4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>不管背后是谁，这个夸张的操作让我们自然联想到曾经的“散户逼空风暴”——那些在游戏驿站、AMC院线身上发生过的事情，曾将华尔街逼到墙角，但留下的也只是一地鸡毛，普通投资者并没有真正获利，市场游戏规则也没有改变。这一次，如果“散户”想把英伟达当作撼动市场的支点，难度恐怕要远超想象！</p><p>本周英伟达真能翻倍上涨吗？极端价格背后又是谁在操纵呢？不妨谈谈您的观点吧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c3105c114e1bf701c095b7d9a1f8430","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103656235","content_text":"市场概览周一（3月18日）美股三大指数集体上涨。在此之前，道指已连跌三周，标普和纳指也连跌两周。美股期权市场成交35,347,882张合约，其中看涨合约（CALL）占比57%，看跌合约（PUT）占比43%。期权成交观察：英伟达本周剑指2000美元？谁在操纵？个股期权成交量方面，特斯拉、英伟达、苹果的地位不可撼动。受益于Model Y涨价，今年走势很颓的特斯拉大涨6.25%，创最近六个月最大单日涨幅。面对压力，马斯克承认他服用氯胺酮来缓解情绪低潮，并他坚称自己的服药行为是合理的，并没有对他的工作产生负面影响。不过，由于长期不利因素尚未消失，投行纷纷下调特斯拉目标价。英伟达方面，周一，“AI春晚”GTC终于揭幕，AI芯片“Blackwell”发布。英伟达称，Blackwell的成本和能耗较前代低25倍，是全球最强大芯片，由 2080 亿个晶体管组成，采用台积电4nm制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型（LLM）推理。英伟达股价微涨0.7%，不过盘后跌幅近2%，市场对新品的态度显然有分歧，今日走势值得特别关注。期权方面则出现了令人瞠目的情况：英伟达的CALL单很活跃，并且行权价来到了夸张的1940美元高位，较当前价涨幅近120%，到期日是本周五，这……能实现吗？点击交易英伟达期权： $NVDA 20240322 877.5 CALL$ 据媒体披露，上述行权价1940美元的合约是以约900份/笔的小批量购买，这表明可能是散户在交易，他们总共支付了2.4万美元。虽然我个人认为英伟达在本周不可能涨到那个价位，但是，只要英伟达行情向好，理论上散户们就可以出售这些合约获利。不管背后是谁，这个夸张的操作让我们自然联想到曾经的“散户逼空风暴”——那些在游戏驿站、AMC院线身上发生过的事情，曾将华尔街逼到墙角，但留下的也只是一地鸡毛，普通投资者并没有真正获利，市场游戏规则也没有改变。这一次，如果“散户”想把英伟达当作撼动市场的支点，难度恐怕要远超想象！本周英伟达真能翻倍上涨吗？极端价格背后又是谁在操纵呢？不妨谈谈您的观点吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658790741,"gmtCreate":1683076911783,"gmtModify":1683076913473,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"存款跟投资一样，自负赢亏","listText":"存款跟投资一样，自负赢亏","text":"存款跟投资一样，自负赢亏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658790741","repostId":"2332997563","repostType":2,"repost":{"id":"2332997563","pubTimestamp":1683069958,"share":"https://www.laohu8.com/m/news/2332997563?lang=&edition=full","pubTime":"2023-05-03 07:25","market":"us","language":"zh","title":"第一共和救了，美国地区银行为何又暴跌？","url":"https://stock-news.laohu8.com/highlight/detail?id=2332997563","media":"华尔街见闻","summary":"第一共和银行倒闭凸显银行业长期存在的弱点。市场现在想知道谁可能是下个需要救助的银行。而且，本周一接管第一共和时，监管方FDIC并未宣布扩大存款保险范围，令一些地区银行的投资者失望。","content":"<html><head></head><body><blockquote>第一共和银行倒闭凸显银行业长期存在的弱点。市场现在想知道谁可能是下个需要救助的银行。而且，本周一接管第一共和时，监管方FDIC并未宣布扩大存款保险范围，令一些地区银行的投资者失望。</blockquote><p>尽管美国监管方本周一将<a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>接管、并迅速找到买家<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>，银行业危机仍未能缓和，反而有愈演愈烈之势。</p><p>本周二，就在第一共和银行被接管且敲定摩根大通竞购成功次日，美国地区银行股反而大跌，成为当天大盘下行的一大推手。</p><p>地区银行指数KBW Nasdaq Regional Banking Index周二盘中跌幅曾达7%，地区银行股ETF SPDR标普地区银行ETF（KRE）甚至曾跌超8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b9c8f1a6fb5f96872e32c06cc292d74\" title=\"\" tg-width=\"1024\" tg-height=\"601\"/></p><p>地区银行中，<a href=\"https://laohu8.com/S/PACW\">西太平洋合众银行</a>一度跌42%，<a href=\"https://laohu8.com/S/WAL\">阿莱恩斯西部银行</a>跌幅一度达27%。Comerica Inc. （CMA）和Zions Bancorp（ZION）均跌超10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05bcbd82204b44ee036fda9b7a7a2563\" title=\"\" tg-width=\"1013\" tg-height=\"639\"/></p><p>为什么第一共和银行看来得救了，地区银行股却暴跌？有媒体认为，作为今年倒闭的第四家美国银行，第一共和银行的结局凸显了银行业长期存在的弱点。这些银行的倒闭固然有一些特殊的因素影响，但他们的困境都可以归结到，在利率上升的环境下，融资成本增加，同时资产的价值缩水。</p><p>由于储户为寻求更高的回报，将资金改投货币基金等其他工具，存款流失的银行吸纳了更多美联储和联邦住房贷款银行系统提供的流动性。这些资金能让银行保持流动性，但融资成本高昂，势必损伤盈利能力。</p><p>持类似看法的评论认为，地区银行还面对美联储要继续加息的问题。更高的利率使银行持有存款的成本增加，也会降低银行所持长期债券和贷款的账面价值。</p><p>分析师Herman Chan认为，目前还没有明确的对策，解决市场对地区银行缺乏信心的问题，可能需要监管方或者政府部门作出更全面的回应。</p><p>有评论指出，周一竞购成功第一共和银行后，摩根大通的CEO戴蒙一方面说，当前的银行业危机接近尾声，一方面又承认，可能还有一家小银行会倒闭。</p><p>Oanda的高级市场分析师Edward Moya评论称，华尔街想知道哪家银行可能是下一个需要救助的银行，因此容易从其他地区银行中挑选可能倒下的受害者。</p><p>Moya认为，摩根大通拿下第一共和银行只是让美国的银行业平静了一天。在有明确迹象显示紧急贷款计划可能取消以前，地区银行股看起来仍然很脆弱。</p><p>有评论认为，周二地区银行股价的表现部分源于，这些银行的不少投资者本以为，监管机构联邦存款保险公司（FDIC）在宣布接管第一共和银行时还将公布，要改动银行存款保险。硅谷银行和Signature银行的无保险存款规模极高，所以遭遇挤兑后才那么快倒闭。而FDIC无视业内的呼声，并未决定扩大存款保险范围。</p><p>华尔街见闻此前提到，周一FDIC公布了有关存款保险改革的方案，提出三种选择，一是保持现有保险框架，可能上调现有的25万美元存款保险上限，二是将保险范围扩大到所有储户，三是有针对性保障，提供不同的存款保险限额，对企业的付款账户给予更多保障。</p><p>FDIC并未青睐全面扩大存款保险，而是认为，第三种选择最能满足存款保险的金融稳定、以及保护储户成本的目标。</p><p>这样看来，FDIC即便推行改革，真正落地的改革举措也较有可能让地区银行的投资者希望落空。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>第一共和救了，美国地区银行为何又暴跌？</title>\n<style 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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第一共和救了，美国地区银行为何又暴跌？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-03 07:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3687854><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>第一共和银行倒闭凸显银行业长期存在的弱点。市场现在想知道谁可能是下个需要救助的银行。而且，本周一接管第一共和时，监管方FDIC并未宣布扩大存款保险范围，令一些地区银行的投资者失望。尽管美国监管方本周一将第一共和银行接管、并迅速找到买家摩根大通，银行业危机仍未能缓和，反而有愈演愈烈之势。本周二，就在第一共和银行被接管且敲定摩根大通竞购成功次日，美国地区银行股反而大跌，成为当天大盘下行的一大推手。地区...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3687854\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c00d1d31e556728112f2b099bbdb2458","relate_stocks":{"KRE":"区域银行指数ETF-SPDR KBW","BK4589":"SVB概念","BK4535":"淡马锡持仓","CMA":"联信银行","PACW":"西太平洋合众银行","WAL":"阿莱恩斯西部银行","BK4588":"碎股","BK4211":"区域性银行","BK4207":"综合性银行","ZION":"齐昂银行","BK4585":"ETF&股票定投概念"},"source_url":"https://wallstreetcn.com/articles/3687854","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2332997563","content_text":"第一共和银行倒闭凸显银行业长期存在的弱点。市场现在想知道谁可能是下个需要救助的银行。而且，本周一接管第一共和时，监管方FDIC并未宣布扩大存款保险范围，令一些地区银行的投资者失望。尽管美国监管方本周一将第一共和银行接管、并迅速找到买家摩根大通，银行业危机仍未能缓和，反而有愈演愈烈之势。本周二，就在第一共和银行被接管且敲定摩根大通竞购成功次日，美国地区银行股反而大跌，成为当天大盘下行的一大推手。地区银行指数KBW Nasdaq Regional Banking Index周二盘中跌幅曾达7%，地区银行股ETF SPDR标普地区银行ETF（KRE）甚至曾跌超8%。地区银行中，西太平洋合众银行一度跌42%，阿莱恩斯西部银行跌幅一度达27%。Comerica Inc. （CMA）和Zions Bancorp（ZION）均跌超10%。为什么第一共和银行看来得救了，地区银行股却暴跌？有媒体认为，作为今年倒闭的第四家美国银行，第一共和银行的结局凸显了银行业长期存在的弱点。这些银行的倒闭固然有一些特殊的因素影响，但他们的困境都可以归结到，在利率上升的环境下，融资成本增加，同时资产的价值缩水。由于储户为寻求更高的回报，将资金改投货币基金等其他工具，存款流失的银行吸纳了更多美联储和联邦住房贷款银行系统提供的流动性。这些资金能让银行保持流动性，但融资成本高昂，势必损伤盈利能力。持类似看法的评论认为，地区银行还面对美联储要继续加息的问题。更高的利率使银行持有存款的成本增加，也会降低银行所持长期债券和贷款的账面价值。分析师Herman Chan认为，目前还没有明确的对策，解决市场对地区银行缺乏信心的问题，可能需要监管方或者政府部门作出更全面的回应。有评论指出，周一竞购成功第一共和银行后，摩根大通的CEO戴蒙一方面说，当前的银行业危机接近尾声，一方面又承认，可能还有一家小银行会倒闭。Oanda的高级市场分析师Edward Moya评论称，华尔街想知道哪家银行可能是下一个需要救助的银行，因此容易从其他地区银行中挑选可能倒下的受害者。Moya认为，摩根大通拿下第一共和银行只是让美国的银行业平静了一天。在有明确迹象显示紧急贷款计划可能取消以前，地区银行股看起来仍然很脆弱。有评论认为，周二地区银行股价的表现部分源于，这些银行的不少投资者本以为，监管机构联邦存款保险公司（FDIC）在宣布接管第一共和银行时还将公布，要改动银行存款保险。硅谷银行和Signature银行的无保险存款规模极高，所以遭遇挤兑后才那么快倒闭。而FDIC无视业内的呼声，并未决定扩大存款保险范围。华尔街见闻此前提到，周一FDIC公布了有关存款保险改革的方案，提出三种选择，一是保持现有保险框架，可能上调现有的25万美元存款保险上限，二是将保险范围扩大到所有储户，三是有针对性保障，提供不同的存款保险限额，对企业的付款账户给予更多保障。FDIC并未青睐全面扩大存款保险，而是认为，第三种选择最能满足存款保险的金融稳定、以及保护储户成本的目标。这样看来，FDIC即便推行改革，真正落地的改革举措也较有可能让地区银行的投资者希望落空。","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}