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BrotherDeng

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IP属地：湖北

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0勋章

2021-09-16

$中国恒大(03333)$我的恒大，你忍一下！吾亦烦[开心]

2021-09-10

$拼多多(PDD)$ 欸，你tm倒是多涨点啊！

2021-08-25

$京东(JD)$木头姐……之前清空中概股，现在又买回来，自己打自己的脸……是不是跟马教主一样割散户的韭菜啊？

2021-08-23

$阿里巴巴(BABA)$ 为啥下跌？杭州市委书记被抓，现在查Guan Shang勾结

2021-08-17

近700的股价，你给上调到300美元？

伯恩斯坦：上调特斯拉目标价至300美元

2021-07-07

$微博(WB)$这TM，什么意思啊？拉高出货？

2021-06-05

$AMC院线(AMC)$我日尼玛！半死不活的

2021-05-14

$京东(JD)$ 中概股真特么没法玩了！baba也是这样，跌跌不休。

2021-05-14

$阿里巴巴(BABA)$ 欸，垃圾！再怎么说也是中概股龙头了，落得这般田地，真丢人！

2021-04-22

$Palantir Technologies Inc.(PLTR)$只能这么想了：今天之所以拉升，有很大程度上跟政治环境有关。因为中美对抗加剧，与政府情报相关的pltr难免会炒作一番

2021-04-22

$Palantir Technologies Inc.(PLTR)$ 为什么这种垃圾跟打鸡血一样涨？各个权重股都有气无力的阴跌，这种所谓成长股靠什么涨起来的？根本短期盈利无望好吗？

2021-04-22

$Palantir Technologies Inc.(PLTR)$ 呵，神奇么？哥买涨的时候股价就暴跌，哥买跌的时候股价就暴涨

2021-04-01

$Palantir Technologies Inc.(PLTR)$ 资金一直流出，股价是怎么涨上去的？

2021-04-01

$Palantir Technologies Inc.(PLTR)$垃圾公司！做多的时候阴跌，做空的时候拉涨

2021-03-24

$Palantir Technologies Inc.(PLTR)$ 扶不起的阿斗！欸，割了吧

2021-03-24

$Palantir Technologies Inc.(PLTR)$ **！**！潮水褪去就知道谁在裸泳了！什么女股神？女骗子罢了！

2021-03-01

利好茅台

库克下定决心，6条生产线从国内搬至印度，苹果为何要这样做？

2021-02-18

利好茅台！酱香型科技！

Apple lobbies for India incentives as it plans iPad assembly -sources

2021-02-05

$AMD(AMD)$**！天天跌！

2021-02-04

$Twitter(TWTR)$艹！政治风险，盈利压力，股价是怎么涨上去的？川粉呢？

去老虎APP查看更多动态

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欸，你tm倒是多涨点啊！","text":"$拼多多(PDD)$ 欸，你tm倒是多涨点啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881020895","isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837240968,"gmtCreate":1629896679754,"gmtModify":1629896679754,"author":{"id":"3501926253801087","authorId":"3501926253801087","name":"BrotherDeng","avatar":"https://static.tigerbbs.com/fb8baf8ece4742237628c03bd9876be5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>木头姐……之前清空中概股，现在又买回来，自己打自己的脸……是不是跟马教主一样割散户的韭菜啊？","listText":"<a target=\"_blank\" 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为啥下跌？杭州市委书记被抓，现在查Guan Shang勾结","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835558243","isVote":1,"tweetType":1,"viewCount":1388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833387302,"gmtCreate":1629206331406,"gmtModify":1629206331406,"author":{"id":"3501926253801087","authorId":"3501926253801087","name":"BrotherDeng","avatar":"https://static.tigerbbs.com/fb8baf8ece4742237628c03bd9876be5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"近700的股价，你给上调到300美元？","listText":"近700的股价，你给上调到300美元？","text":"近700的股价，你给上调到300美元？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833387302","repostId":"2160498201","repostType":2,"repost":{"id":"2160498201","pubTimestamp":1629204780,"share":"https://www.laohu8.com/m/news/2160498201?lang=&edition=full","pubTime":"2021-08-17 20:53","market":"us","language":"zh","title":"伯恩斯坦：上调特斯拉目标价至300美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2160498201","media":"新浪财经综合","summary":"伯恩斯坦分析师Toni Sacconaghi指出，投资者长期以来一直在争论特斯拉到底是一家汽车公司还是一家科技公司。他指出，特斯拉交付一辆汽车的估值是传统汽车公司的50多倍，并表示，“毫无疑问，特斯拉还没有被当作汽车公司来进行估值。”分析师认为，特斯拉高估值的一个理由是其独特的增长状况，即使在科技公司中也非常突出。不过他认为，尽管如此，考虑到特斯拉的利润率情况，相对于高增长的科技公司来说，特斯拉看起来仍然非常昂贵。分析师更新了2050年DCF模型，并将特斯拉目标价更新为300美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘玄逸","content":"<html><body><div>\n<p>　　伯恩斯坦分析师Toni Sacconaghi指出，投资者长期以来一直在争论<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>到底是一家汽车公司还是一家科技公司。他指出，特斯拉交付一辆汽车的估值是传统汽车公司的50多倍，并表示，“毫无疑问，特斯拉还没有被当作汽车公司来进行估值。”分析师认为，特斯拉高估值的一个理由是其独特的增长状况，即使在科技公司中也非常突出。不过他认为，尽管如此，考虑到特斯拉的利润率情况，相对于高增长的科技公司来说，特斯拉看起来仍然非常昂贵。分析师更新了2050年DCF模型，并将特斯拉目标价更新为300美元。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑：刘玄逸 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE 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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伯恩斯坦：上调特斯拉目标价至300美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 20:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-08-17/doc-ikqciyzm2035855.shtml><strong>新浪财经综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师Toni Sacconaghi指出，投资者长期以来一直在争论特斯拉到底是一家汽车公司还是一家科技公司。他指出，特斯拉交付一辆汽车的估值是传统汽车公司的50多倍，并表示，“毫无疑问，特斯拉还没有被当作汽车公司来进行估值。”分析师认为，特斯拉高估值的一个理由是其独特的增长状况，即使在科技公司中也非常突出。不过他认为，尽管如此，考虑到特斯拉的利润率情况，相对于高增长的科技公司来说，特斯拉...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-17/doc-ikqciyzm2035855.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/775d1226e1a74151383a7d012e179b82","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-17/doc-ikqciyzm2035855.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2160498201","content_text":"伯恩斯坦分析师Toni Sacconaghi指出，投资者长期以来一直在争论特斯拉到底是一家汽车公司还是一家科技公司。他指出，特斯拉交付一辆汽车的估值是传统汽车公司的50多倍，并表示，“毫无疑问，特斯拉还没有被当作汽车公司来进行估值。”分析师认为，特斯拉高估值的一个理由是其独特的增长状况，即使在科技公司中也非常突出。不过他认为，尽管如此，考虑到特斯拉的利润率情况，相对于高增长的科技公司来说，特斯拉看起来仍然非常昂贵。分析师更新了2050年DCF模型，并将特斯拉目标价更新为300美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘玄逸","news_type":1},"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140550393,"gmtCreate":1625666779612,"gmtModify":1625667108900,"author":{"id":"3501926253801087","authorId":"3501926253801087","name":"BrotherDeng","avatar":"https://static.tigerbbs.com/fb8baf8ece4742237628c03bd9876be5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WB\">$微博(WB)$</a>这TM，什么意思啊？拉高出货？","listText":"<a 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21:59","market":"us","language":"zh","title":"库克下定决心，6条生产线从国内搬至印度，苹果为何要这样做？","url":"https://stock-news.laohu8.com/highlight/detail?id=2116555510","media":"腾讯新闻","summary":"而且截至目前，苹果已经将国内的6条生产线搬到了印度，导致很多国产供应商都出现了订单不足的情况。作为苹果公司的CEO，库克下定决心，这就意味着苹果确实有此意向， 那么苹果为何要这样做呢？对于库克来说，如何为苹果公司赚钱就是最要紧的任务，所以他下定决心将国内的6条生产线搬至印度也是在情理之中。","content":"<html><body><article><p>库克下定决心搬离中国生产线</p><p>在全球手机行业，有一家公司凭借着出色的销量和极低的成本，连续多年拿下了超过七成的利润。这家公司的名字叫做<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，不仅是世界闻名的手机品牌，还是市值超过两万亿美元的科技巨头。事实上，正是因为其手机业务的完美表现，苹果才能获得这么高的市值。</p><p>相信大家对于苹果的手机产品都不陌生，它们有一个共同的名字，叫做iPhone。从初代iPhone开始，到现在最新的iPhone12，每一代iPhone的发布都会引起整个手机行业的关注，其销量自然也不会太差。</p><p>就拿今年的iPhone12来说，虽然发布之后颇有坎坷，并且被曝出了很多真实存在的问题，也可以说是缺陷，但是苹果却并没有因此而遭受损失，iPhone12的销量依然十分可观。这很好地反映了苹果的品牌实力，只要是iPhone，无论好坏都不缺乏热衷者。</p><p>不过，值得一提的是，根据最近这段时间苹果的表现来看，尽管iPhone12在国内卖得很好，但是库克却下定决心，要将国内的部分生产线搬走。而且截至目前，苹果已经将国内的6条生产线搬到了印度，导致很多国产供应商都出现了订单不足的情况。</p><p>对此，很多国人都感到莫名其妙，不明白苹果的举动到底是为了什么？要知道，自从苹果进入国内市场以来，经过这么多年的发展，早已形成了非常完善的产业链。一旦其中某个环节出现问题，肯定会牵一发而动全身，到时候谁都跑不了。</p><p>而现在苹果却有意从国内市场撤离生产线，这样的行为无疑是在打破正常运行的产业链，最终受损的将会是苹果和其诸多下游供应商。作为苹果公司的CEO，库克下定决心，这就意味着苹果确实有此意向， 那么苹果为何要这样做呢？</p><p>苹果为何要这样做？</p><p>6条生产线从国内搬至印度，乍一看不是什么大问题，因为苹果在国内的产业链肯定远不止6条生产线。但是这种行为却透露出了一个关键信号，苹果似乎更看重印度市场，不然它也不会专门跑去印度重新建设生产线。</p><p>富士康创始人郭台铭曾经说过一句话：一旦苹果撤出中国，将会有大批的国产企业面临破产的危机，必须要早做打算。这句话当时被看作是夸大其词，毕竟苹果的影响力还没有大到这个程度，但是客观来看，苹果的离开确实会造成一些不利的影响。</p><p>比如说国内的<a href=\"https://laohu8.com/S/002475\">立讯精密</a>和歌尔声学等公司，都是依靠苹果给予订单来获取相应的利润，如果将来苹果全面撤出国内，这些公司的发展肯定会受到一定的阻力。所以说，郭台铭的话还是有几分道理的，苹果这么做会给国内带来阻力。</p><p>至于苹果为何要这样做？答案很简单，无非是为了追逐更低的成本和更高的利润。与我们国内市场相比，苹果在印度建设生产线有一个非常明显的优势，那就是印度的劳动力成本十分低廉，苹果完全可以用更低的成本赚取更高的利润。</p><p>对于库克来说，如何为苹果公司赚钱就是最要紧的任务，所以他下定决心将国内的6条生产线搬至印度也是在情理之中。毕竟任何一家企业都无法忽视庞大利润的诱惑，苹果也不例外。</p><p>写在最后</p><p>综上所述，苹果撤离国内转而在印度建厂已经成了既定的事实，但是苹果却没有看出，印度市场有一个很大的问题。虽然印度劳动力的成本确实很低，但是其质量却参差不齐，能否按时完成规划好的工作也是两难之说，苹果的转移之路不会那么顺利。</p><p>对此，你们怎么看呢？欢迎留言和转发。</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>库克下定决心，6条生产线从国内搬至印度，苹果为何要这样做？</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库克下定决心，6条生产线从国内搬至印度，苹果为何要这样做？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 21:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103012209067b6db36e&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>库克下定决心搬离中国生产线在全球手机行业，有一家公司凭借着出色的销量和极低的成本，连续多年拿下了超过七成的利润。这家公司的名字叫做苹果，不仅是世界闻名的手机品牌，还是市值超过两万亿美元的科技巨头。事实上，正是因为其手机业务的完美表现，苹果才能获得这么高的市值。相信大家对于苹果的手机产品都不陌生，它们有一个共同的名字，叫做iPhone。从初代iPhone开始，到现在最新的iPhone12，每一代...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103012209067b6db36e&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/2a36880ebdc5c542d50adaa8d728eaf0","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103012209067b6db36e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2116555510","content_text":"库克下定决心搬离中国生产线在全球手机行业，有一家公司凭借着出色的销量和极低的成本，连续多年拿下了超过七成的利润。这家公司的名字叫做苹果，不仅是世界闻名的手机品牌，还是市值超过两万亿美元的科技巨头。事实上，正是因为其手机业务的完美表现，苹果才能获得这么高的市值。相信大家对于苹果的手机产品都不陌生，它们有一个共同的名字，叫做iPhone。从初代iPhone开始，到现在最新的iPhone12，每一代iPhone的发布都会引起整个手机行业的关注，其销量自然也不会太差。就拿今年的iPhone12来说，虽然发布之后颇有坎坷，并且被曝出了很多真实存在的问题，也可以说是缺陷，但是苹果却并没有因此而遭受损失，iPhone12的销量依然十分可观。这很好地反映了苹果的品牌实力，只要是iPhone，无论好坏都不缺乏热衷者。不过，值得一提的是，根据最近这段时间苹果的表现来看，尽管iPhone12在国内卖得很好，但是库克却下定决心，要将国内的部分生产线搬走。而且截至目前，苹果已经将国内的6条生产线搬到了印度，导致很多国产供应商都出现了订单不足的情况。对此，很多国人都感到莫名其妙，不明白苹果的举动到底是为了什么？要知道，自从苹果进入国内市场以来，经过这么多年的发展，早已形成了非常完善的产业链。一旦其中某个环节出现问题，肯定会牵一发而动全身，到时候谁都跑不了。而现在苹果却有意从国内市场撤离生产线，这样的行为无疑是在打破正常运行的产业链，最终受损的将会是苹果和其诸多下游供应商。作为苹果公司的CEO，库克下定决心，这就意味着苹果确实有此意向， 那么苹果为何要这样做呢？苹果为何要这样做？6条生产线从国内搬至印度，乍一看不是什么大问题，因为苹果在国内的产业链肯定远不止6条生产线。但是这种行为却透露出了一个关键信号，苹果似乎更看重印度市场，不然它也不会专门跑去印度重新建设生产线。富士康创始人郭台铭曾经说过一句话：一旦苹果撤出中国，将会有大批的国产企业面临破产的危机，必须要早做打算。这句话当时被看作是夸大其词，毕竟苹果的影响力还没有大到这个程度，但是客观来看，苹果的离开确实会造成一些不利的影响。比如说国内的立讯精密和歌尔声学等公司，都是依靠苹果给予订单来获取相应的利润，如果将来苹果全面撤出国内，这些公司的发展肯定会受到一定的阻力。所以说，郭台铭的话还是有几分道理的，苹果这么做会给国内带来阻力。至于苹果为何要这样做？答案很简单，无非是为了追逐更低的成本和更高的利润。与我们国内市场相比，苹果在印度建设生产线有一个非常明显的优势，那就是印度的劳动力成本十分低廉，苹果完全可以用更低的成本赚取更高的利润。对于库克来说，如何为苹果公司赚钱就是最要紧的任务，所以他下定决心将国内的6条生产线搬至印度也是在情理之中。毕竟任何一家企业都无法忽视庞大利润的诱惑，苹果也不例外。写在最后综上所述，苹果撤离国内转而在印度建厂已经成了既定的事实，但是苹果却没有看出，印度市场有一个很大的问题。虽然印度劳动力的成本确实很低，但是其质量却参差不齐，能否按时完成规划好的工作也是两难之说，苹果的转移之路不会那么顺利。对此，你们怎么看呢？欢迎留言和转发。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384879084,"gmtCreate":1613642281148,"gmtModify":1613642281148,"author":{"id":"3501926253801087","authorId":"3501926253801087","name":"BrotherDeng","avatar":"https://static.tigerbbs.com/fb8baf8ece4742237628c03bd9876be5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"利好茅台！酱香型科技！","listText":"利好茅台！酱香型科技！","text":"利好茅台！酱香型科技！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384879084","repostId":"2112869242","repostType":2,"repost":{"id":"2112869242","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1613635473,"share":"https://www.laohu8.com/m/news/2112869242?lang=&edition=full","pubTime":"2021-02-18 16:04","market":"sh","language":"en","title":"Apple lobbies for India incentives as it plans iPad assembly -sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2112869242","media":"Reuters","summary":"By Sankalp Phartiyal   NEW DELHI, Feb 18 (Reuters) - Apple Inc    is angling to participate in a new","content":"<html><body><p>By Sankalp Phartiyal</p><p>   NEW DELHI, Feb 18 (Reuters) - Apple Inc    is angling to participate in a new scheme to boost India's exports of computer products, part of what government and industry sources say are plans to bring iPad tablet manufacturing to the South Asian country.</p><p>   India launched a $6.7 billion plan to boost smartphone exports last year, as Prime Minister Narendra Modi stepped up efforts to promote electronics manufacturing and create jobs. </p><p>   Apple, which has steadily raised production of iPhones in India to lessen its dependence on Chinese manufacturing, took part in that scheme via its contract manufacturers.</p><p>   Now the government is preparing to unveil another incentive to drive local manufacturing of IT products including tablets, laptops and servers, three sources closely involved in the drafting of the plan told Reuters.</p><p>   The new performance-linked incentive <a href=\"https://laohu8.com/S/PLI.UK\">$(PLI.UK)$</a> scheme, which offers cash-back to manufacturers for exports, will have a budget of up to 70 billion rupees ($964.5 million) over five years, the sources said. It's expected to be launched by the end of February.</p><p>   Apple, along with others, is lobbying for a bigger budgetary outlay of 200 billion rupees before that plan is finalised, as India doesn't yet have the scale or the supply chain for making IT products and competes with duty-free imports of tech products, two of the sources said.</p><p>   Apple's push comes at a time its iPhone supplier Wistron</p><p>  is just restarting operations at a southern Indian plant after angry workers went on a rampage last year. Apple is yet to take the Taiwan manufacturer off of probation.</p><p>   Apple declined to comment for this story.</p><p>   New Delhi is also planning another PLI, at a budget of roughly 50 billion rupees over five years, to boost domestic manufacturing of wearable devices such as smartwatches, the sources said, adding the plan could be announced within two months.</p><p>   All the sources declined to be named as the plans are not public.</p><p>   INDIA-MADE IPAD</p><p>   Apple assembles a bulk of its iPads in China, but is fast diversifying production to markets such as India and Vietnam to minimise the impact of the U.S.-China trade war and the coronavirus crisis.</p><p>   Its top supplier Foxconn is building assembly lines for iPads and MacBook laptops in Vietnam, Reuters reported late last year.  Other iPad assemblers include Taiwan's Compal Electronics    and China's BYD Electronic International</p><p> .</p><p>   In India, Apple will likely have iPad's assembled by <a href=\"https://laohu8.com/S/AONE\">one</a> of its existing suppliers in the country as early as this year, two of the sources said, though its plans could get delayed as India makes the entry of BYD difficult amid its wariness to give new tech business to Chinese companies.</p><p>   \"The government is asking Apple to get iPads assembled by its contract manufacturers here, the non-Chinese companies\" <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the sources, a government official said.</p><p>   It was not immediately clear which of Apple's three contractors in India - Foxconn, Wistron and Pegatron    - would assemble iPads.</p><p>   Pegatron and Wistron did not respond to requests for comment while Foxconn said it does not comment on specific operations or work for a customer.</p><p>   India's IT ministry also did not respond to a request for comment.</p><p>   India last year banned more than 200 Chinese-origin mobile applications, saying they threatened the security of the country. It also announced new controls on telecoms gear purchases.   </p><p>   Cupertino, California-based Apple began the assembly of iPhones in India in 2017 and has since ramped up manufacturing operations via the local units of Foxconn and Wistron. Pegatron also set up a base in India last year.</p><p>   Foxconn will invest up to $1 billion to expand a factory in southern India where the Taiwanese contract manufacturer assembles iPhones, Reuters reported previously.  </p><p>   The three Apple suppliers have also committed roughly $900 million over five years to make iPhones in India.  </p><p>    ($1 = 72.5800 Indian rupees)</p><p> (Editing by Jonathan Weber and Jacqueline Wong)</p><p>((sankalp.phartiyal@thomsonreuters.com; +91-11-49548064;))</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>Apple lobbies for India incentives as it plans iPad assembly -sources</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\">\nApple lobbies for India incentives as it plans iPad assembly -sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-18 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>By Sankalp Phartiyal</p><p>   NEW DELHI, Feb 18 (Reuters) - Apple Inc    is angling to participate in a new scheme to boost India's exports of computer products, part of what government and industry sources say are plans to bring iPad tablet manufacturing to the South Asian country.</p><p>   India launched a $6.7 billion plan to boost smartphone exports last year, as Prime Minister Narendra Modi stepped up efforts to promote electronics manufacturing and create jobs. </p><p>   Apple, which has steadily raised production of iPhones in India to lessen its dependence on Chinese manufacturing, took part in that scheme via its contract manufacturers.</p><p>   Now the government is preparing to unveil another incentive to drive local manufacturing of IT products including tablets, laptops and servers, three sources closely involved in the drafting of the plan told Reuters.</p><p>   The new performance-linked incentive <a href=\"https://laohu8.com/S/PLI.UK\">$(PLI.UK)$</a> scheme, which offers cash-back to manufacturers for exports, will have a budget of up to 70 billion rupees ($964.5 million) over five years, the sources said. It's expected to be launched by the end of February.</p><p>   Apple, along with others, is lobbying for a bigger budgetary outlay of 200 billion rupees before that plan is finalised, as India doesn't yet have the scale or the supply chain for making IT products and competes with duty-free imports of tech products, two of the sources said.</p><p>   Apple's push comes at a time its iPhone supplier Wistron</p><p>  is just restarting operations at a southern Indian plant after angry workers went on a rampage last year. Apple is yet to take the Taiwan manufacturer off of probation.</p><p>   Apple declined to comment for this story.</p><p>   New Delhi is also planning another PLI, at a budget of roughly 50 billion rupees over five years, to boost domestic manufacturing of wearable devices such as smartwatches, the sources said, adding the plan could be announced within two months.</p><p>   All the sources declined to be named as the plans are not public.</p><p>   INDIA-MADE IPAD</p><p>   Apple assembles a bulk of its iPads in China, but is fast diversifying production to markets such as India and Vietnam to minimise the impact of the U.S.-China trade war and the coronavirus crisis.</p><p>   Its top supplier Foxconn is building assembly lines for iPads and MacBook laptops in Vietnam, Reuters reported late last year.  Other iPad assemblers include Taiwan's Compal Electronics    and China's BYD Electronic International</p><p> .</p><p>   In India, Apple will likely have iPad's assembled by <a href=\"https://laohu8.com/S/AONE\">one</a> of its existing suppliers in the country as early as this year, two of the sources said, though its plans could get delayed as India makes the entry of BYD difficult amid its wariness to give new tech business to Chinese companies.</p><p>   \"The government is asking Apple to get iPads assembled by its contract manufacturers here, the non-Chinese companies\" <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the sources, a government official said.</p><p>   It was not immediately clear which of Apple's three contractors in India - Foxconn, Wistron and Pegatron    - would assemble iPads.</p><p>   Pegatron and Wistron did not respond to requests for comment while Foxconn said it does not comment on specific operations or work for a customer.</p><p>   India's IT ministry also did not respond to a request for comment.</p><p>   India last year banned more than 200 Chinese-origin mobile applications, saying they threatened the security of the country. It also announced new controls on telecoms gear purchases.   </p><p>   Cupertino, California-based Apple began the assembly of iPhones in India in 2017 and has since ramped up manufacturing operations via the local units of Foxconn and Wistron. Pegatron also set up a base in India last year.</p><p>   Foxconn will invest up to $1 billion to expand a factory in southern India where the Taiwanese contract manufacturer assembles iPhones, Reuters reported previously.  </p><p>   The three Apple suppliers have also committed roughly $900 million over five years to make iPhones in India.  </p><p>    ($1 = 72.5800 Indian rupees)</p><p> (Editing by Jonathan Weber and Jacqueline Wong)</p><p>((sankalp.phartiyal@thomsonreuters.com; +91-11-49548064;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","AAPL":"苹果","00285":"比亚迪电子"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2112869242","content_text":"By Sankalp Phartiyal   NEW DELHI, Feb 18 (Reuters) - Apple Inc    is angling to participate in a new scheme to boost India's exports of computer products, part of what government and industry sources say are plans to bring iPad tablet manufacturing to the South Asian country.   India launched a $6.7 billion plan to boost smartphone exports last year, as Prime Minister Narendra Modi stepped up efforts to promote electronics manufacturing and create jobs.    Apple, which has steadily raised production of iPhones in India to lessen its dependence on Chinese manufacturing, took part in that scheme via its contract manufacturers.   Now the government is preparing to unveil another incentive to drive local manufacturing of IT products including tablets, laptops and servers, three sources closely involved in the drafting of the plan told Reuters.   The new performance-linked incentive $(PLI.UK)$ scheme, which offers cash-back to manufacturers for exports, will have a budget of up to 70 billion rupees ($964.5 million) over five years, the sources said. It's expected to be launched by the end of February.   Apple, along with others, is lobbying for a bigger budgetary outlay of 200 billion rupees before that plan is finalised, as India doesn't yet have the scale or the supply chain for making IT products and competes with duty-free imports of tech products, two of the sources said.   Apple's push comes at a time its iPhone supplier Wistron  is just restarting operations at a southern Indian plant after angry workers went on a rampage last year. Apple is yet to take the Taiwan manufacturer off of probation.   Apple declined to comment for this story.   New Delhi is also planning another PLI, at a budget of roughly 50 billion rupees over five years, to boost domestic manufacturing of wearable devices such as smartwatches, the sources said, adding the plan could be announced within two months.   All the sources declined to be named as the plans are not public.   INDIA-MADE IPAD   Apple assembles a bulk of its iPads in China, but is fast diversifying production to markets such as India and Vietnam to minimise the impact of the U.S.-China trade war and the coronavirus crisis.   Its top supplier Foxconn is building assembly lines for iPads and MacBook laptops in Vietnam, Reuters reported late last year.  Other iPad assemblers include Taiwan's Compal Electronics    and China's BYD Electronic International .   In India, Apple will likely have iPad's assembled by one of its existing suppliers in the country as early as this year, two of the sources said, though its plans could get delayed as India makes the entry of BYD difficult amid its wariness to give new tech business to Chinese companies.   \"The government is asking Apple to get iPads assembled by its contract manufacturers here, the non-Chinese companies\" one of the sources, a government official said.   It was not immediately clear which of Apple's three contractors in India - Foxconn, Wistron and Pegatron    - would assemble iPads.   Pegatron and Wistron did not respond to requests for comment while Foxconn said it does not comment on specific operations or work for a customer.   India's IT ministry also did not respond to a request for comment.   India last year banned more than 200 Chinese-origin mobile applications, saying they threatened the security of the country. It also announced new controls on telecoms gear purchases.      Cupertino, California-based Apple began the assembly of iPhones in India in 2017 and has since ramped up manufacturing operations via the local units of Foxconn and Wistron. Pegatron also set up a base in India last year.   Foxconn will invest up to $1 billion to expand a factory in southern India where the Taiwanese contract manufacturer assembles iPhones, Reuters reported previously.     The three Apple suppliers have also committed roughly $900 million over five years to make iPhones in India.      ($1 = 72.5800 Indian rupees) (Editing by Jonathan Weber and Jacqueline Wong)((sankalp.phartiyal@thomsonreuters.com; +91-11-49548064;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380878584,"gmtCreate":1612535785448,"gmtModify":1703763284053,"author":{"id":"3501926253801087","authorId":"3501926253801087","name":"BrotherDeng","avatar":"https://static.tigerbbs.com/fb8baf8ece4742237628c03bd9876be5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>**！天天跌！","listText":"<a 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href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a>大队长21点价位做多原油了！！兄弟们哦，多头自求多福[可爱]&nbsp;","text":"$WTI原油主连(CLmain)$大队长21点价位做多原油了！！兄弟们哦，多头自求多福[可爱]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":25,"repostSize":0,"link":"https://laohu8.com/post/926093014","isVote":1,"tweetType":1,"viewCount":4498,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544000601334851","authorId":"3544000601334851","name":"第一次玩而已","avatar":"https://static.tigerbbs.com/2df6b6752e3cad69e8a2e8ea38cd742c","crmLevel":1,"crmLevelSwitch":0},"content":"大队长是谁？","text":"大队长是谁？","html":"大队长是谁？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":926599625,"gmtCreate":1587136299167,"gmtModify":1704363472288,"author":{"id":"3501926253801087","authorId":"3501926253801087","name":"BrotherDeng","avatar":"https://static.tigerbbs.com/fb8baf8ece4742237628c03bd9876be5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>都来猜测一下波音下周走势，涨10%，跌10%还是涨跌5%，还是涨跌10%以上，还是横盘震动1%左右，欢迎发表看法","text":"$波音(BA)$都来猜测一下波音下周走势，涨10%，跌10%还是涨跌5%，还是涨跌10%以上，还是横盘震动1%左右，欢迎发表看法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/926554379","isVote":1,"tweetType":1,"viewCount":2526,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442055628497543","authorId":"3442055628497543","name":"havagoodday","avatar":"https://static.tigerbbs.com/4a89e79ff202157afec38ba6450d52f8","crmLevel":8,"crmLevelSwitch":1},"content":"一周的太难预测了，我预测三个月之内肯定上200。","text":"一周的太难预测了，我预测三个月之内肯定上200。","html":"一周的太难预测了，我预测三个月之内肯定上200。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376142191,"gmtCreate":1619099922813,"gmtModify":1619099922813,"author":{"id":"3501926253801087","authorId":"3501926253801087","name":"BrotherDeng","avatar":"https://static.tigerbbs.com/fb8baf8ece4742237628c03bd9876be5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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为什么这种垃圾跟打鸡血一样涨？各个权重股都有气无力的阴跌，这种所谓成长股靠什么涨起来的？根本短期盈利无望好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/376142191","isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3468124792919249","authorId":"3468124792919249","name":"神奇动物","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"权重股涨了多久了，这才涨两天就来喷","text":"权重股涨了多久了，这才涨两天就来喷","html":"权重股涨了多久了，这才涨两天就来喷"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357272593,"gmtCreate":1617282718812,"gmtModify":1617282718812,"author":{"id":"3501926253801087","authorId":"3501926253801087","name":"BrotherDeng","avatar":"https://static.tigerbbs.com/fb8baf8ece4742237628c03bd9876be5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies 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09:55","market":"us","language":"zh","title":"林园：\"消费估值过高\"判断是错的，茅台比黄金值得投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2094251519","media":"证券市场红周刊","summary":"中国的消费品、医药行业内会诞生“下一个茅台”，因为中国有14亿人口基数，但中国的消费品公司的销售额目前远低于海外同类市场。5G通讯、人工智能、新能源等领域也会诞生大牛股，这些是改变我们生活的公司，但是操作起来风险较大，在这些行业内我会控制风险，通过可转债迂回进场。","content":"<blockquote>核心观点：我们目前处在牛市初期，趋势投资的常识是，当所有人都挣钱了，才是牛市顶部出现的标志。中国的消费品、医药行业内会诞生“下一个茅台”，因为中国有14亿人口基数，但中国的消费品公司的销售额目前远低于海外同类市场。5G通讯、人工智能、新能源等领域也会诞生大牛股，这些是改变我们生活的公司，但是操作起来风险较大，在这些行业内我会控制风险，通过可转债迂回进场。</blockquote><p><b>牛市初期 不怕赶顶，上涨趋势一旦形成就很难改变</b></p><p>今天我的演讲题目是《牛市中赚大钱，最重要的是什么？》，今天这里来了这么多人，每次看到这么多人我就高兴，因为没有你们捧场，中国股市哪来那么多成交量呢！</p><p>有些投资者问我对市场的看法，我依然认为现在是牛市初期。我们是来炒股的，我不能说现在是熊市，说熊市就没人来了。我今年57岁了，即使是人造牛市，我也希望能来一个。但是，说牛市初期是我个人的判断，只是一种对趋势的判断。例如过去10年美股指数持续上行，所以我们认为这个趋势是一个牛市。</p><p>为什么我认为现在是牛市初期呢？因为现在中国股民中有90%的人不挣钱，在这种情况下，认为牛市到达了顶部，我是不赞同的。怎么样是牛市顶部？是当所有人都赚钱了，才到牛市顶部，这属于趋势投资中的常识性概念。但我知道总有一天我会说错，因为顶只有一个，有可能最后说在了顶上。但我今天说牛市，说对的概率还是很大的。</p><p>就像美股市场，很多机构包括海外投资人认为美股积累了太多涨幅，可能处在顶部阶段，对此我还真不赞同。我认为这种上涨趋势一旦形成就很难改变。“趋势”这个东西说重要很重要，说不重要也不重要，对于我们做投资的人来说，我们要关注当下，今天这个位置会不会赶顶？我认为大概率不会。至于一些方向性的错误，例如选错了行业，那么不管什么市场都会失败，这和牛市、熊市没有关系。我说中国股市现在是牛市，只是看指数的高或低，至于下面的每个细分行业，还是要区别对待。</p><p>至于牛市初期会走多久，我不好判断，我只能说现在不是牛市顶部，不要怕现在会赶顶。我们国家正在大力发展新能源、智慧城市、芯片等行业，这些行业光靠喊话是不行的，需要拿出真金白银去支持。这些资金是怎么来的？是泡沫堆出来的，任何行业只有出现泡沫，才有大力发展的可能，所以不要怕出现泡沫，我希望股市出现泡沫。</p><p>至于怎样选择高成长行业？这非常容易，中国现在缺什么？缺高端技术、缺资金，所以我们和欧美国家比那些需要资金推动的产业，例如投资，我们有明显落后的趋势。但按人口基数对比，中国有明显的优势，我们有全球1/4的人口，所以聚焦在“人多”这个优势上做投资就不会出错，这也是为什么我不断强调要找和“嘴巴”相关的公司。在健康、吃饭和消费这方面的投入，穷人和富人的花销差不多，这是刚需，是每个人必须投入的花费。中国人口基数在这摆着呢，抓住这点，就抓住了未来长期趋势的重点。在这点上，我不会说错，中国的14亿人口的医药、饮食和消费是有数据做支撑的，我们在此也做了长期布局。</p><p><img src=\"http://n.sinaimg.cn/spider20201226/124/w554h370/20201226/87f5-kftfpiw5609509.png\" tg-width=\"554\" tg-height=\"370\"></p><p>而对于医药行业，我判断<a href=\"https://laohu8.com/S/600056\">中国医药</a>产业还有30年的大发展，30年后我不知道，而像新能源、5G、AI、智慧城市、人工智能等行业也都是未来的投资方向，但我觉得风险较高，所以不会长期投资，而会通过可转债迂回的参与。</p><p>相比之下，我认为金融、地产板块则存在着一定风险。我认为它们的估值相对较高，因为中国的银行和地产的利润已经做到了全球第一，没有理由再说它们便宜。便宜和贵是一个基本的判断，比较典型的便宜的行业，例如医药，我们国家的医药企业只有国外的百分之一不到，这是估值便宜的一个体现。但金融和地产行业中，这些企业已经把钱挣到了，估值相对来说就不便宜了。</p><p><b>“消费品估值过高”的判断大概率是错的，“下一个茅台”可能就在消费和医疗健康领域</b></p><p>前段时间有个记者采访我说，有一篇研究报告中提到“不为消费品唱赞歌”，作者的意思是消费品目前的股价太高了，对此我的第一反应是，他说错的概率很大，这是在跟全球过去几十年的规律作对。中国有14亿人口，现在消费品公司的这点销售额你都说高了，那我们的消费品公司就无法赶超国外同类公司了。<a href=\"https://laohu8.com/S/ABT\">雅培</a>公司在过去几十年间，股价上涨了几万倍，只要员工拿得住，现在都是大富翁。相比之下，中国的同类公司市值小太多了。</p><p>如果有哪个愣头青说茅台要跌，我敢说茅台不会。茅台比黄金的投资价值还高，茅台是黄金的爷爷，因为黄金买得到，茅台酒买不到。但还是那句话，顶部只有一个。对我来说，我当初1块钱买的，现在能分3块钱的红利，这是很好的生意，所以我不会卖。在产品还没有生产出来的时候，就有货车在门口等着运走的只有茅台，全球就这一家。</p><p>也有投资人问我，下一个茅台会出现在哪里？我认为，茅台是消费品，消费品有产生大牛股的基因。还有我一直说的和人口有关系的医疗健康领域，一定会出现大牛股。至于短期内，我们会看到很多涨幅超过茅台的公司，但长期能够获胜的不是这些公司。另外，包括人工智能、新能源、5G通讯等行业，它们会改变我们的生活，也会出现大牛股，但就怕投资者抓不住。而从生活中去发现，投资一些和“嘴巴”相关的公司最简单。</p><p>判断企业估值贵不贵要看核心产品，要刨开其他产品的收入，看主营产品的ROE高不高，投资者要火眼金睛的从财报中把企业核心的1-2个产品挑出来，这些核心产品的ROE高才是真正的好公司。</p><p>如果说PE整体升幅大了，确实是风险因素，买入的时候要小心。如果是自己挣的钱，或者已经在市场上挣了很多钱了，对于这样的公司可以闭着眼睛买，出错的概率非常小。但如果是一个新手的话，还是应该相对谨慎，可能会承受不住市场的波动，做出卖出的操作。</p><p>我没有遇到过在PE很贵的时候对看好的企业做布局的情况，因为我不在很热的时候，去投资一个行业。一家企业的PE较高，是因为盈利没有发挥出来，如果盈利发挥出来，PE会随之降低，所以我们要对企业未来的持续盈利能力有一个准确地判断。就像一些核心的消费品龙头企业，市场认为，目前的PE可能较高了，需要几十年才能回本，但这取决于投资者怎么看待，我个人相信企业的大股东，他们在过去几十年中帮企业赚了钱，值得相信。</p><p><img src=\"http://n.sinaimg.cn/spider20201226/124/w554h370/20201226/08f6-kftfpiw5609724.png\" tg-width=\"554\" tg-height=\"370\"></p><p><b>可转债目前价格合适，未来12个月机会不错</b></p><p>明年该干什么，当下该干什么，是我们做投资要研究的重点。做长期投资，我想着20年后发财，但20年时间太慢了。当下我做的是“炒股票”，我是炒家出身，一些热门的行业我都炒。那么炒股的过程中就要研究未来6-12个月的市场规律，我知道未来12个月钱会流向哪里。今天我在埋伏着什么行业呢？我认为未来有可能炒作资金会去的，比如清洁能源、新能源、环保、智能家居、5G通信等行业，这些行业中总有一个是这些炒家会去参与的。</p><p>但炒股是存在风险的，首先是千万别在一些破公司上炒成股东。另外，风险是我们看不到的，我们炒股研究的相对短期的趋势，一家企业未来几年的发展，我可能看不到，但未来几个月甚至1年的好坏我能看到，所以炒股的风险相对较小。那么怎么去操作这些短线的投资呢？这里面是有方法的，不要去炒作正股，在注册制实施后，这类上市公司数量会越来越多，炒作这些股票失败的概率更大，包括我说的那些行业，亏钱的概率比赚钱的概率更大。</p><p>好的方法是我去年在《红周刊》投资峰会上讲到的，大家可以投资可转债，现在各个行业的公司都发了可转债，我们就对各个行业的可转债做了配置，构建了一个可转债组合，其中包含了30只到50只可转债。每年短线资金都会在可转债里面炒作，所以我就在里面等着，只要我提到的行业中的上市公司不是都倒闭了，就有可能收获很高的收益。过去12个月，有几只可转债我已经来回做了4次了，每次都挣30%多。</p><p>按照今天这个价格，可转债是有很好的机会的，对于想布局的投资者来说，要大胆埋伏，不要怕，敢做才是对的，目前投资可转债的风险是非常小的。如果做组合的话，跌到90元就买，甚至在106元以下我认为都是安全的，然后涨到30%就卖出。在座的各位都不是大机构的资金量，这些钱完全可以容下。当然也要筛选一下，选择那些发展前景还不错的公司，例如人工智能、通信行业的公司。</p><p>这个可转债组合里面包含了各个行业，所以一定是行的，所有行业都沦陷的只有2018年，碰到2018年的情况，采用我这个办法也是亏损的，只会亏损的比例比指数少一点。但2021年不会像2018年一样，今天的可转债价格是很合适的。</p><p>而且如果有的可转债一直不赚钱，大不了按照债券来处理；有的时候正股涨了几倍，可转债也会跟着上涨，涨幅不会小于股票。所以投资者如果惧怕风险，投资可转债是一个很好的方法。在资本市场上挣钱要找到诀窍，我就要做一些弯腰捡钱的事，现在就是弯腰捡钱的机会。但长期来看，这不是我们的目标，长远的目标是挣企业长期发展的钱。</p><p><b>先挣百分之十几，赚了钱才会无往而不利</b></p><p>在股市中挣企业发展的钱，最关键的是什么？我认为，如果你是苦命的人，你之前炒股没挣到什么钱，首先要做的是疗伤，不要惧怕股市，你先在短期内把钱挣了，先挣个百分之十几；然后去炒一炒，再遇到个大牛市，挣个几倍也不出奇。投资者在股市上亏钱了，损失的不光是资金，还有斗志，很多人甚至不敢去看股票账户，这就很难享受牛市的上涨。</p><p>我听到一个人亏了钱，我也很头疼，我喜欢那些赚了钱的人，因为他们赚了钱后愿意赌一把，反而越赌越赢。在中国股市中操作，说是赌也对，说是投资也对，这两者之间没有明确的界限。只要我们算清楚风险再去赌，就是获益的机会。所以在投资中，我们的实际方法很简单，就是把风险规避做到极致。疫情最严重的时候，我要求我们公司的“穷人”——就是那些资产在3000万以下的人，都买一个1年期的健康保险，我担心他们在上班的途中或者跑业务的过程中患上新冠肺炎。我很惧怕风险。</p><p>另外，对于手里的股票涨幅不小的投资者来说，想要坚定持股也很难，这是基因的问题。有些人觉得天能塌下来，我们就觉得天塌不下来，这是基因决定的东西，也没什么办法。不过你们要相信老林，我没有说错过。</p><p>现在最重要的是知道自己该干什么。最近，我有个同学，说要离婚，我说你不该现在离婚，你就20多万块钱，离婚了就没有了，也错过了很好的资金上涨的阶段，但他还是离了。如果最开始他听我的话做投资，我做的最好的那几年他都赶上了，所以他对不起老林，他把钱花了。</p><p>我还有一个同学，在1990年的时候生孩子，我当时给他包了一个1000元的红包，我们那天开玩笑说，当年的1000元钱相当于现在给了他1个亿。所以要坚定持有，长期持有，雪球是越滚越大的。但后来我和那个同学说，我说你的人生观是对的，赚的钱就是用来花的，只是这让我们这些喜欢金钱的人有点沮丧。</p><p>今天来说，我希望你们都赚钱，你们今天能够赚到钱我非常高兴。市场有人说我割韭菜，但我说的很多东西都是公开资料，看好和“嘴巴”相关的企业的数据也都是公开的。我希望把我的方法分享给你们，给你们一点启发，再加上你们的勤奋和坚持，再能够克服人性的贪婪，就能获得长期不错的回报。最怕克服不了贪婪，今天早上我遇到一个投资者，他说买我们的基金是为了做配置，我说你现在说好是做配置，就怕最后不做配置，去做别的去了。很多人以为自己能够控制住风险，做到的没有几个人，最终都变成了亏损。所以控制自己的情绪也很重要。</p>","source":"lsy1571701096748","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>林园：\"消费估值过高\"判断是错的，茅台比黄金值得投资</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林园：\"消费估值过高\"判断是错的，茅台比黄金值得投资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-27 09:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20201226A0I60500><strong>证券市场红周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心观点：我们目前处在牛市初期，趋势投资的常识是，当所有人都挣钱了，才是牛市顶部出现的标志。中国的消费品、医药行业内会诞生“下一个茅台”，因为中国有14亿人口基数，但中国的消费品公司的销售额目前远低于海外同类市场。5G通讯、人工智能、新能源等领域也会诞生大牛股，这些是改变我们生活的公司，但是操作起来风险较大，在这些行业内我会控制风险，通过可转债迂回进场。牛市初期 不怕赶顶，上涨趋势一旦形成就很难...</p>\n\n<a href=\"https://new.qq.com/rain/a/20201226A0I60500\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af47ab6c10e46f0aea6733871f311696","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","600519":"贵州茅台","IAU":"黄金信托ETF(iShares)","DUST":"二倍做空黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GLD":"SPDR黄金ETF"},"source_url":"https://new.qq.com/rain/a/20201226A0I60500","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2094251519","content_text":"核心观点：我们目前处在牛市初期，趋势投资的常识是，当所有人都挣钱了，才是牛市顶部出现的标志。中国的消费品、医药行业内会诞生“下一个茅台”，因为中国有14亿人口基数，但中国的消费品公司的销售额目前远低于海外同类市场。5G通讯、人工智能、新能源等领域也会诞生大牛股，这些是改变我们生活的公司，但是操作起来风险较大，在这些行业内我会控制风险，通过可转债迂回进场。牛市初期 不怕赶顶，上涨趋势一旦形成就很难改变今天我的演讲题目是《牛市中赚大钱，最重要的是什么？》，今天这里来了这么多人，每次看到这么多人我就高兴，因为没有你们捧场，中国股市哪来那么多成交量呢！有些投资者问我对市场的看法，我依然认为现在是牛市初期。我们是来炒股的，我不能说现在是熊市，说熊市就没人来了。我今年57岁了，即使是人造牛市，我也希望能来一个。但是，说牛市初期是我个人的判断，只是一种对趋势的判断。例如过去10年美股指数持续上行，所以我们认为这个趋势是一个牛市。为什么我认为现在是牛市初期呢？因为现在中国股民中有90%的人不挣钱，在这种情况下，认为牛市到达了顶部，我是不赞同的。怎么样是牛市顶部？是当所有人都赚钱了，才到牛市顶部，这属于趋势投资中的常识性概念。但我知道总有一天我会说错，因为顶只有一个，有可能最后说在了顶上。但我今天说牛市，说对的概率还是很大的。就像美股市场，很多机构包括海外投资人认为美股积累了太多涨幅，可能处在顶部阶段，对此我还真不赞同。我认为这种上涨趋势一旦形成就很难改变。“趋势”这个东西说重要很重要，说不重要也不重要，对于我们做投资的人来说，我们要关注当下，今天这个位置会不会赶顶？我认为大概率不会。至于一些方向性的错误，例如选错了行业，那么不管什么市场都会失败，这和牛市、熊市没有关系。我说中国股市现在是牛市，只是看指数的高或低，至于下面的每个细分行业，还是要区别对待。至于牛市初期会走多久，我不好判断，我只能说现在不是牛市顶部，不要怕现在会赶顶。我们国家正在大力发展新能源、智慧城市、芯片等行业，这些行业光靠喊话是不行的，需要拿出真金白银去支持。这些资金是怎么来的？是泡沫堆出来的，任何行业只有出现泡沫，才有大力发展的可能，所以不要怕出现泡沫，我希望股市出现泡沫。至于怎样选择高成长行业？这非常容易，中国现在缺什么？缺高端技术、缺资金，所以我们和欧美国家比那些需要资金推动的产业，例如投资，我们有明显落后的趋势。但按人口基数对比，中国有明显的优势，我们有全球1/4的人口，所以聚焦在“人多”这个优势上做投资就不会出错，这也是为什么我不断强调要找和“嘴巴”相关的公司。在健康、吃饭和消费这方面的投入，穷人和富人的花销差不多，这是刚需，是每个人必须投入的花费。中国人口基数在这摆着呢，抓住这点，就抓住了未来长期趋势的重点。在这点上，我不会说错，中国的14亿人口的医药、饮食和消费是有数据做支撑的，我们在此也做了长期布局。而对于医药行业，我判断中国医药产业还有30年的大发展，30年后我不知道，而像新能源、5G、AI、智慧城市、人工智能等行业也都是未来的投资方向，但我觉得风险较高，所以不会长期投资，而会通过可转债迂回的参与。相比之下，我认为金融、地产板块则存在着一定风险。我认为它们的估值相对较高，因为中国的银行和地产的利润已经做到了全球第一，没有理由再说它们便宜。便宜和贵是一个基本的判断，比较典型的便宜的行业，例如医药，我们国家的医药企业只有国外的百分之一不到，这是估值便宜的一个体现。但金融和地产行业中，这些企业已经把钱挣到了，估值相对来说就不便宜了。“消费品估值过高”的判断大概率是错的，“下一个茅台”可能就在消费和医疗健康领域前段时间有个记者采访我说，有一篇研究报告中提到“不为消费品唱赞歌”，作者的意思是消费品目前的股价太高了，对此我的第一反应是，他说错的概率很大，这是在跟全球过去几十年的规律作对。中国有14亿人口，现在消费品公司的这点销售额你都说高了，那我们的消费品公司就无法赶超国外同类公司了。雅培公司在过去几十年间，股价上涨了几万倍，只要员工拿得住，现在都是大富翁。相比之下，中国的同类公司市值小太多了。如果有哪个愣头青说茅台要跌，我敢说茅台不会。茅台比黄金的投资价值还高，茅台是黄金的爷爷，因为黄金买得到，茅台酒买不到。但还是那句话，顶部只有一个。对我来说，我当初1块钱买的，现在能分3块钱的红利，这是很好的生意，所以我不会卖。在产品还没有生产出来的时候，就有货车在门口等着运走的只有茅台，全球就这一家。也有投资人问我，下一个茅台会出现在哪里？我认为，茅台是消费品，消费品有产生大牛股的基因。还有我一直说的和人口有关系的医疗健康领域，一定会出现大牛股。至于短期内，我们会看到很多涨幅超过茅台的公司，但长期能够获胜的不是这些公司。另外，包括人工智能、新能源、5G通讯等行业，它们会改变我们的生活，也会出现大牛股，但就怕投资者抓不住。而从生活中去发现，投资一些和“嘴巴”相关的公司最简单。判断企业估值贵不贵要看核心产品，要刨开其他产品的收入，看主营产品的ROE高不高，投资者要火眼金睛的从财报中把企业核心的1-2个产品挑出来，这些核心产品的ROE高才是真正的好公司。如果说PE整体升幅大了，确实是风险因素，买入的时候要小心。如果是自己挣的钱，或者已经在市场上挣了很多钱了，对于这样的公司可以闭着眼睛买，出错的概率非常小。但如果是一个新手的话，还是应该相对谨慎，可能会承受不住市场的波动，做出卖出的操作。我没有遇到过在PE很贵的时候对看好的企业做布局的情况，因为我不在很热的时候，去投资一个行业。一家企业的PE较高，是因为盈利没有发挥出来，如果盈利发挥出来，PE会随之降低，所以我们要对企业未来的持续盈利能力有一个准确地判断。就像一些核心的消费品龙头企业，市场认为，目前的PE可能较高了，需要几十年才能回本，但这取决于投资者怎么看待，我个人相信企业的大股东，他们在过去几十年中帮企业赚了钱，值得相信。可转债目前价格合适，未来12个月机会不错明年该干什么，当下该干什么，是我们做投资要研究的重点。做长期投资，我想着20年后发财，但20年时间太慢了。当下我做的是“炒股票”，我是炒家出身，一些热门的行业我都炒。那么炒股的过程中就要研究未来6-12个月的市场规律，我知道未来12个月钱会流向哪里。今天我在埋伏着什么行业呢？我认为未来有可能炒作资金会去的，比如清洁能源、新能源、环保、智能家居、5G通信等行业，这些行业中总有一个是这些炒家会去参与的。但炒股是存在风险的，首先是千万别在一些破公司上炒成股东。另外，风险是我们看不到的，我们炒股研究的相对短期的趋势，一家企业未来几年的发展，我可能看不到，但未来几个月甚至1年的好坏我能看到，所以炒股的风险相对较小。那么怎么去操作这些短线的投资呢？这里面是有方法的，不要去炒作正股，在注册制实施后，这类上市公司数量会越来越多，炒作这些股票失败的概率更大，包括我说的那些行业，亏钱的概率比赚钱的概率更大。好的方法是我去年在《红周刊》投资峰会上讲到的，大家可以投资可转债，现在各个行业的公司都发了可转债，我们就对各个行业的可转债做了配置，构建了一个可转债组合，其中包含了30只到50只可转债。每年短线资金都会在可转债里面炒作，所以我就在里面等着，只要我提到的行业中的上市公司不是都倒闭了，就有可能收获很高的收益。过去12个月，有几只可转债我已经来回做了4次了，每次都挣30%多。按照今天这个价格，可转债是有很好的机会的，对于想布局的投资者来说，要大胆埋伏，不要怕，敢做才是对的，目前投资可转债的风险是非常小的。如果做组合的话，跌到90元就买，甚至在106元以下我认为都是安全的，然后涨到30%就卖出。在座的各位都不是大机构的资金量，这些钱完全可以容下。当然也要筛选一下，选择那些发展前景还不错的公司，例如人工智能、通信行业的公司。这个可转债组合里面包含了各个行业，所以一定是行的，所有行业都沦陷的只有2018年，碰到2018年的情况，采用我这个办法也是亏损的，只会亏损的比例比指数少一点。但2021年不会像2018年一样，今天的可转债价格是很合适的。而且如果有的可转债一直不赚钱，大不了按照债券来处理；有的时候正股涨了几倍，可转债也会跟着上涨，涨幅不会小于股票。所以投资者如果惧怕风险，投资可转债是一个很好的方法。在资本市场上挣钱要找到诀窍，我就要做一些弯腰捡钱的事，现在就是弯腰捡钱的机会。但长期来看，这不是我们的目标，长远的目标是挣企业长期发展的钱。先挣百分之十几，赚了钱才会无往而不利在股市中挣企业发展的钱，最关键的是什么？我认为，如果你是苦命的人，你之前炒股没挣到什么钱，首先要做的是疗伤，不要惧怕股市，你先在短期内把钱挣了，先挣个百分之十几；然后去炒一炒，再遇到个大牛市，挣个几倍也不出奇。投资者在股市上亏钱了，损失的不光是资金，还有斗志，很多人甚至不敢去看股票账户，这就很难享受牛市的上涨。我听到一个人亏了钱，我也很头疼，我喜欢那些赚了钱的人，因为他们赚了钱后愿意赌一把，反而越赌越赢。在中国股市中操作，说是赌也对，说是投资也对，这两者之间没有明确的界限。只要我们算清楚风险再去赌，就是获益的机会。所以在投资中，我们的实际方法很简单，就是把风险规避做到极致。疫情最严重的时候，我要求我们公司的“穷人”——就是那些资产在3000万以下的人，都买一个1年期的健康保险，我担心他们在上班的途中或者跑业务的过程中患上新冠肺炎。我很惧怕风险。另外，对于手里的股票涨幅不小的投资者来说，想要坚定持股也很难，这是基因的问题。有些人觉得天能塌下来，我们就觉得天塌不下来，这是基因决定的东西，也没什么办法。不过你们要相信老林，我没有说错过。现在最重要的是知道自己该干什么。最近，我有个同学，说要离婚，我说你不该现在离婚，你就20多万块钱，离婚了就没有了，也错过了很好的资金上涨的阶段，但他还是离了。如果最开始他听我的话做投资，我做的最好的那几年他都赶上了，所以他对不起老林，他把钱花了。我还有一个同学，在1990年的时候生孩子，我当时给他包了一个1000元的红包，我们那天开玩笑说，当年的1000元钱相当于现在给了他1个亿。所以要坚定持有，长期持有，雪球是越滚越大的。但后来我和那个同学说，我说你的人生观是对的，赚的钱就是用来花的，只是这让我们这些喜欢金钱的人有点沮丧。今天来说，我希望你们都赚钱，你们今天能够赚到钱我非常高兴。市场有人说我割韭菜，但我说的很多东西都是公开资料，看好和“嘴巴”相关的企业的数据也都是公开的。我希望把我的方法分享给你们，给你们一点启发，再加上你们的勤奋和坚持，再能够克服人性的贪婪，就能获得长期不错的回报。最怕克服不了贪婪，今天早上我遇到一个投资者，他说买我们的基金是为了做配置，我说你现在说好是做配置，就怕最后不做配置，去做别的去了。很多人以为自己能够控制住风险，做到的没有几个人，最终都变成了亏损。所以控制自己的情绪也很重要。","news_type":1},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":926397910,"gmtCreate":1586972040230,"gmtModify":1704362807061,"author":{"id":"3501926253801087","authorId":"3501926253801087","name":"BrotherDeng","avatar":"https://static.tigerbbs.com/fb8baf8ece4742237628c03bd9876be5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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