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SebuOba

SebuOba

美股小白

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2024-12-23

这篇文章不错，转发给大家看看

Stock Track | Bionano Genomics Soars 7.64% Pre-Market on Promising Optical Genome Mapping Study Results

2024-12-19

这篇文章不错，转发给大家看看

“圣诞老人行情”即将开启：五大理由看涨年末美股！

2024-12-07

这篇文章不错，转发给大家看看

过去一个月累涨80%，BigBear.ai会成为下一个Palantir吗？

2024-12-04

这篇文章不错，转发给大家看看

短剧般的“首尔之冬”，说明了为什么韩国市场一直被看低

2024-11-18

这篇文章不错，转发给大家看看

夜读 | 投资的12个认知误区：过度自信、急于求成........

2024-11-18

这篇文章不错，转发给大家看看

VNM: Vietnam Stocks Cheap, But Among The Worst Spots Globally Recently

2024-11-18

$Bionano Genomics(BNGO)$ 又是10合一的节奏

2024-10-16

这篇文章不错，转发给大家看看

新股公告 | 地平线机器人启动招股，阿里百度为基石投资者

2024-10-09

说说你对这篇新闻的看法...

港股、A股、A50午后拉升！创业板跌幅收窄至1.5%，恒生科技指数超3%

2024-10-07

说的太对了

@小谷AI洞察:$VivoPower(VVPR)$ 天天发新闻想拉升股价，垃圾股。

2024-08-20

这篇文章不错，转发给大家看看

@真灼财经:【真灼港股动向】平安健康（01833.HK）战略业务收入同比增长19.7%

2024-08-13

$VivoPower(VVPR)$ 坐稳起飞

2024-07-10

$VivoPower(VVPR)$ 合并上市实锤了躺赢拿股息

2024-07-09

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2024-07-04

$VivoPower(VVPR)$ 7月还有几波行情拿稳

2024-07-03

$VivoPower(VVPR)$ 坐稳起飞

2024-04-24

$(00020)$ 明天开盘继续暴涨

2024-04-23

这篇文章不错，转发给大家看看

港股，重磅利好！

2024-04-19

这篇文章不错，转发给大家看看

Navitas & Virtual Forest Join Hands to Advance Net-Zero in Agriculture

2024-04-18

这篇文章不错，转发给大家看看

Tesla Falls 3.5% as Deutsche Downgrades Tesla on "Thesis-Changing" Shift to Robotaxi

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detecting diagnostic variants missed by karyotyping","content":"<p>Bionano Genomics (BNGO) stock surged 7.64% in the pre-market session on Monday.</p>\n\n<p>The rally comes after the company announced positive results from a study at Johns Hopkins University School of Medicine, showing that its Optical Genome Mapping (OGM) technology outperformed multiple cytogenetic assays in the analysis of bone and soft tissue tumors. \nKey findings included:\n- OGM detected 100% of variants found by standard techniques like karyotyping and FISH\n- OGM was more sensitive, detecting diagnostic variants missed by karyotyping in 74% of failed/negative cases\n- Combined with next-generation sequencing, OGM found diagnostic variants in ~98% of cases, substantially higher than standard methods\nThe researchers highlighted OGM's potential to qualify more patients for targeted therapies or clinical trials based on the additional variants detected.\n</p>\n\n<p>The positive study results suggest increasing adoption potential for Bionano's OGM technology beyond blood cancers into solid tumor analysis as well.</p>","source":"ai_movement_en","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>Stock Track | Bionano Genomics Soars 7.64% Pre-Market on Promising Optical Genome Mapping Study Results</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\">\nStock Track | Bionano Genomics Soars 7.64% Pre-Market on Promising Optical Genome Mapping Study Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-12-23 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Bionano Genomics (BNGO) stock surged 7.64% in the pre-market session on Monday.</p>\n\n<p>The rally comes after the company announced positive results from a study at Johns Hopkins University School of Medicine, showing that its Optical Genome Mapping (OGM) technology outperformed multiple cytogenetic assays in the analysis of bone and soft tissue tumors. \nKey findings included:\n- OGM detected 100% of variants found by standard techniques like karyotyping and FISH\n- OGM was more sensitive, detecting diagnostic variants missed by karyotyping in 74% of failed/negative cases\n- Combined with next-generation sequencing, OGM found diagnostic variants in ~98% of cases, substantially higher than standard methods\nThe researchers highlighted OGM's potential to qualify more patients for targeted therapies or clinical trials based on the additional variants detected.\n</p>\n\n<p>The positive study results suggest increasing adoption potential for Bionano's OGM technology beyond blood cancers into solid tumor analysis as well.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNGO":"Bionano Genomics"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107013571","content_text":"Bionano Genomics (BNGO) stock surged 7.64% in the pre-market session on Monday.\nThe rally comes after the company announced positive results from a study at Johns Hopkins University School of Medicine, showing that its Optical Genome Mapping (OGM) technology outperformed multiple cytogenetic assays in the analysis of bone and soft tissue tumors. \nKey findings included:\n- OGM detected 100% of variants found by standard techniques like karyotyping and FISH\n- OGM was more sensitive, detecting diagnostic variants missed by karyotyping in 74% of failed/negative cases\n- Combined with next-generation sequencing, OGM found diagnostic variants in ~98% of cases, substantially higher than standard methods\nThe researchers highlighted OGM's potential to qualify more patients for targeted therapies or clinical trials based on the additional variants detected.\n\nThe positive study results suggest increasing adoption potential for Bionano's OGM technology beyond blood cancers into solid tumor analysis as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383270929826056,"gmtCreate":1734590825344,"gmtModify":1734590827223,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383270929826056","repostId":"1185386898","repostType":2,"repost":{"id":"1185386898","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1734586200,"share":"https://www.laohu8.com/m/news/1185386898?lang=&edition=full","pubTime":"2024-12-19 13:30","market":"us","language":"zh","title":"“圣诞老人行情”即将开启：五大理由看涨年末美股！","url":"https://stock-news.laohu8.com/highlight/detail?id=1185386898","media":"老虎资讯综合","summary":"圣诞老人行情将于12月24日开始，预计今年会带来股市反弹；从历史数据来看，标普500指数在这七天的期间内平均上涨1.3%，并且有79%的时间是上涨的；在没有新闻的情况下，股市往往表现较好，这也是节假日时期股市往往上涨的原因。圣诞老人行情将于下周正式开始，Carson Group的首席市场策略师认为，今年的假期期间应当会带来年终的股市反弹。所谓“圣诞老人行情”是指一年的最后五个交易日和新年的前两个交易日。","content":"<html><head></head><body><ul style=\"\"><li><p>圣诞老人行情将于12月24日开始，预计今年会带来股市反弹；</p></li><li><p>从历史数据来看，标普500指数在这七天的期间内平均上涨1.3%，并且有79%的时间是上涨的；</p></li><li><p>在没有新闻的情况下，股市往往表现较好，这也是节假日时期股市往往上涨的原因。</p></li></ul><p>圣诞老人行情将于下周正式开始，Carson Group的首席市场策略师认为，今年的假期期间应当会带来年终的股市反弹。</p><p>所谓“圣诞老人行情”是指一年的最后五个交易日和新年的前两个交易日。这一七天的时间段，历史上通常伴随着股市的上涨。</p><p>自1950年以来的历史数据显示，标普500指数在圣诞老人行情期间的平均回报率为1.3%，并且79%的时间呈现上涨。</p><p>根据美国银行的数据显示，回溯至1928年的股市数据表明，圣诞老人行情期间的平均涨幅更强，达到1.6%。</p><p>如果这一涨幅得以实现，股市将迎来新的历史高点。</p><p>尽管12月初股市回报较为平淡，标普500指数下跌2.66%，道琼斯指数下跌5.75%。但Carson Group的Ryan Detrick仍预计股市将迎来强劲反弹。</p><p>他认为有五个原因支持他对年末股市保持看涨：</p><ol start=\"1\" style=\"\"><li><p>12月是股市最可能上涨的月份，74.3%的时间股市会在12月结束时上涨；</p></li><li><p>12月在选举年是股市最有可能上涨的月份，83.3%的时间会出现上涨；</p></li><li><p>如果标普500指数在选举年中期上涨两位数，股市通常不会在12月下跌，而2024年正是这种情况；</p></li><li><p>美联储12月政策会议几乎是2024年的最后一件大事，这为接下来两周的“新闻寡淡”时期铺平了道路。“记住，在没有新闻的情况下，股市往往表现较好，这也是节假日时股市往往上涨的原因。”Detrick说道。</p></li><li><p>在道琼斯指数经历了连续十天下跌后，股市出现了超卖迹象，并且在很多情况下，股市的超卖水平接近今年早些时候股市价格触底时的水平。</p></li></ol><p>Detrick表示：“不要急于放弃圣诞反弹的希望。”</p><p><em>本文编译自 Markets Insider《The Santa Claus trading window is a week away. 5 reasons it should deliver a stock market rally this year.》</em></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>“圣诞老人行情”即将开启：五大理由看涨年末美股！</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“圣诞老人行情”即将开启：五大理由看涨年末美股！\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\">2024-12-19 13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>圣诞老人行情将于12月24日开始，预计今年会带来股市反弹；</p></li><li><p>从历史数据来看，标普500指数在这七天的期间内平均上涨1.3%，并且有79%的时间是上涨的；</p></li><li><p>在没有新闻的情况下，股市往往表现较好，这也是节假日时期股市往往上涨的原因。</p></li></ul><p>圣诞老人行情将于下周正式开始，Carson Group的首席市场策略师认为，今年的假期期间应当会带来年终的股市反弹。</p><p>所谓“圣诞老人行情”是指一年的最后五个交易日和新年的前两个交易日。这一七天的时间段，历史上通常伴随着股市的上涨。</p><p>自1950年以来的历史数据显示，标普500指数在圣诞老人行情期间的平均回报率为1.3%，并且79%的时间呈现上涨。</p><p>根据美国银行的数据显示，回溯至1928年的股市数据表明，圣诞老人行情期间的平均涨幅更强，达到1.6%。</p><p>如果这一涨幅得以实现，股市将迎来新的历史高点。</p><p>尽管12月初股市回报较为平淡，标普500指数下跌2.66%，道琼斯指数下跌5.75%。但Carson Group的Ryan Detrick仍预计股市将迎来强劲反弹。</p><p>他认为有五个原因支持他对年末股市保持看涨：</p><ol start=\"1\" style=\"\"><li><p>12月是股市最可能上涨的月份，74.3%的时间股市会在12月结束时上涨；</p></li><li><p>12月在选举年是股市最有可能上涨的月份，83.3%的时间会出现上涨；</p></li><li><p>如果标普500指数在选举年中期上涨两位数，股市通常不会在12月下跌，而2024年正是这种情况；</p></li><li><p>美联储12月政策会议几乎是2024年的最后一件大事，这为接下来两周的“新闻寡淡”时期铺平了道路。“记住，在没有新闻的情况下，股市往往表现较好，这也是节假日时股市往往上涨的原因。”Detrick说道。</p></li><li><p>在道琼斯指数经历了连续十天下跌后，股市出现了超卖迹象，并且在很多情况下，股市的超卖水平接近今年早些时候股市价格触底时的水平。</p></li></ol><p>Detrick表示：“不要急于放弃圣诞反弹的希望。”</p><p><em>本文编译自 Markets Insider《The Santa Claus trading window is a week away. 5 reasons it should deliver a stock market rally this year.》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185386898","content_text":"圣诞老人行情将于12月24日开始，预计今年会带来股市反弹；从历史数据来看，标普500指数在这七天的期间内平均上涨1.3%，并且有79%的时间是上涨的；在没有新闻的情况下，股市往往表现较好，这也是节假日时期股市往往上涨的原因。圣诞老人行情将于下周正式开始，Carson Group的首席市场策略师认为，今年的假期期间应当会带来年终的股市反弹。所谓“圣诞老人行情”是指一年的最后五个交易日和新年的前两个交易日。这一七天的时间段，历史上通常伴随着股市的上涨。自1950年以来的历史数据显示，标普500指数在圣诞老人行情期间的平均回报率为1.3%，并且79%的时间呈现上涨。根据美国银行的数据显示，回溯至1928年的股市数据表明，圣诞老人行情期间的平均涨幅更强，达到1.6%。如果这一涨幅得以实现，股市将迎来新的历史高点。尽管12月初股市回报较为平淡，标普500指数下跌2.66%，道琼斯指数下跌5.75%。但Carson Group的Ryan Detrick仍预计股市将迎来强劲反弹。他认为有五个原因支持他对年末股市保持看涨：12月是股市最可能上涨的月份，74.3%的时间股市会在12月结束时上涨；12月在选举年是股市最有可能上涨的月份，83.3%的时间会出现上涨；如果标普500指数在选举年中期上涨两位数，股市通常不会在12月下跌，而2024年正是这种情况；美联储12月政策会议几乎是2024年的最后一件大事，这为接下来两周的“新闻寡淡”时期铺平了道路。“记住，在没有新闻的情况下，股市往往表现较好，这也是节假日时股市往往上涨的原因。”Detrick说道。在道琼斯指数经历了连续十天下跌后，股市出现了超卖迹象，并且在很多情况下，股市的超卖水平接近今年早些时候股市价格触底时的水平。Detrick表示：“不要急于放弃圣诞反弹的希望。”本文编译自 Markets Insider《The Santa Claus trading window is a week away. 5 reasons it should deliver a stock market rally this year.》","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378855669367216,"gmtCreate":1733528215047,"gmtModify":1733528216991,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378855669367216","repostId":"1162038842","repostType":2,"repost":{"id":"1162038842","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1733454404,"share":"https://www.laohu8.com/m/news/1162038842?lang=&edition=full","pubTime":"2024-12-06 11:06","market":"us","language":"zh","title":"过去一个月累涨80%，BigBear.ai会成为下一个Palantir吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1162038842","media":"老虎资讯综合","summary":"过去一个月，公司股价已累涨80%：BigBear.ai能否成为下一个Palantir？BigBear.ai目前的市值只有5.5亿美元，与Palantir相比显得微不足道，后者市值已超过1600亿美元。BigBear.ai与Palantir甚至建立了战略合作关系，以融合彼此的能力。如果BigBear.ai想要成为下一个Palantir，就需要实现更加强劲的增长。BigBear.ai在计算机视觉领域的领先地位相比Palantir，BigBear.ai的突出之处在于其在AI驱动计算机视觉领域的早期领先地位。这一水平远低于Palantir，后者的前瞻市盈率已飙升至惊人的54倍。","content":"<html><head></head><body><p>过去一段时间，说到美股市场最热门的股票，“AI大牛股” <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 必然将占据一席之地，今年9月才被纳入标普500指数的Palantir，已成为该指数今年表现最好的成分股，甚至超过了英伟达。</p><p>得益于其卓越的增长速度和不断加速的盈利能力，市场普遍乐观认为，这家AI创新企业正处于全球扩张机遇的早期阶段。</p><p style=\"text-align: start;\">随着Palantir股价的持续走高，投资者也开始寻找同样走在颠覆性创新道路上的行业参与者，而 <a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a> 便是这样一只AI领域的小盘股。过去一个月，公司股价已累涨近80%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbe75f63e8d3e38020a9302e5e32b510\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_2256320771\">BigBear.ai能否成为下一个Palantir？</h2><p style=\"text-align: start;\">BigBear.ai目前的市值只有5.5亿美元，与Palantir相比显得微不足道，后者市值已超过1600亿美元。</p><p style=\"text-align: start;\">尽管两者规模相差悬殊，但两家公司确实存在相似之处：它们都专注于AI和机器学习云软件，帮助组织分析复杂数据集以获得预测性见解。BigBear.ai与Palantir甚至建立了战略合作关系，以融合彼此的能力。</p><p style=\"text-align: start;\">生成式AI和工作流自动化等功能正成为提高生产力的关键，吸引了各行各业企业的强烈需求。在这方面，Palantir凭借其全面的端到端解决方案取得了更大成功，而BigBear.ai则刚刚起步，通过针对细分市场提供专门产品来建立影响力。</p><p style=\"text-align: start;\">Palantir的一大主题是其成功地从传统的政府和国防领域扩展到商业应用，其最新发布的三季度业绩显示，公司收入同比增长30%，这主要得益于大型企业客户对其人工智能平台（AIP）的采用。收入的强劲增长转化为利润的大幅提升，这一趋势预计将持续至2025年及以后。</p><p style=\"text-align: start;\">相比之下，BigBear.ai仍在等待着属于自己的突破性发展，尽管其大部分业务依赖于少数几份大型国防部合同，但公司三季度收入同比已实现稳健增长22%，终结了此前几个季度的业绩疲软趋势。</p><p style=\"text-align: start;\">与Palantir不同，BigBear.ai目前尚未实现盈利，仍在持续亏损，这导致其股价承压。如果BigBear.ai想要成为下一个Palantir，就需要实现更加强劲的增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/531e72d9fa9edd90740a64ed09e74db4\" title=\"\" tg-width=\"1293\" tg-height=\"396\"/></p><h2 id=\"id_2111461755\">BigBear.ai在计算机视觉领域的领先地位</h2><p style=\"text-align: start;\">相比Palantir，BigBear.ai的突出之处在于其在AI驱动计算机视觉领域的早期领先地位。</p><p style=\"text-align: start;\">该公司的Pangiam数字身份品牌将生物识别技术与实时图像和视频相结合，自动检测异常并防范威胁。目前全球多个主要机场都是BigBear.ai的客户，利用“TrueFace”和“veriScan”等验证系统加强安全检查。</p><p style=\"text-align: start;\">BigBear.ai独特的视觉AI技术也是其作为投资标的的魅力，该技术不仅应用于交通和物流领域，还展现出在多个行业实现转型的潜力，包括医疗诊断、农业监测、零售库存管理和制造业质量控制。</p><p style=\"text-align: start;\">对于看好BigBear.ai有能力通过进军这些新商业市场来执行增长战略的投资者而言，现在买入该股票是一个不错的理由。</p><p style=\"text-align: start;\">值得一提的是，BigBear.ai的股价以其全年华尔街分析师收入预估为基准的前瞻市盈率（P/S）不到4倍。这一水平远低于Palantir，后者的前瞻市盈率已飙升至惊人的54倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a2db07a31981f344c867fc33d946ae6\" title=\"\" tg-width=\"1099\" tg-height=\"591\"/></p><p style=\"text-align: start;\">华尔街分析师Dan Victor指出，Palantir的估值已变得非常高昂，而BigBear.ai的股票则更具价值，并且在其业绩开始超出预期的情况下，具有更大的上涨潜力。</p><p>投资者面临的关键问题，并非BigBear.ai能否在价值上超越Palantir，而是其股价能否实现类似的大幅增长（即“多倍股”表现）。</p><p>对此Dan Victor表示，这种可能性是存在的，而2025年将是BigBear.ai证明其差异化人工智能解决方案能够发掘全新商业应用场景的关键一年。</p><p style=\"text-align: start;\">在此期间，BigBear.ai较弱的基本面和财务不确定性可能会使其股价持续承压。但对于那些拥有长期投资视野且能够承受市场波动的投资者而言，BigBear.ai的股票仍可作为多元化投资组合中的一部分。</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>过去一个月累涨80%，BigBear.ai会成为下一个Palantir吗？</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过去一个月累涨80%，BigBear.ai会成为下一个Palantir吗？\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\">2024-12-06 11:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>过去一段时间，说到美股市场最热门的股票，“AI大牛股” <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 必然将占据一席之地，今年9月才被纳入标普500指数的Palantir，已成为该指数今年表现最好的成分股，甚至超过了英伟达。</p><p>得益于其卓越的增长速度和不断加速的盈利能力，市场普遍乐观认为，这家AI创新企业正处于全球扩张机遇的早期阶段。</p><p style=\"text-align: start;\">随着Palantir股价的持续走高，投资者也开始寻找同样走在颠覆性创新道路上的行业参与者，而 <a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a> 便是这样一只AI领域的小盘股。过去一个月，公司股价已累涨近80%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbe75f63e8d3e38020a9302e5e32b510\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_2256320771\">BigBear.ai能否成为下一个Palantir？</h2><p style=\"text-align: start;\">BigBear.ai目前的市值只有5.5亿美元，与Palantir相比显得微不足道，后者市值已超过1600亿美元。</p><p style=\"text-align: start;\">尽管两者规模相差悬殊，但两家公司确实存在相似之处：它们都专注于AI和机器学习云软件，帮助组织分析复杂数据集以获得预测性见解。BigBear.ai与Palantir甚至建立了战略合作关系，以融合彼此的能力。</p><p style=\"text-align: start;\">生成式AI和工作流自动化等功能正成为提高生产力的关键，吸引了各行各业企业的强烈需求。在这方面，Palantir凭借其全面的端到端解决方案取得了更大成功，而BigBear.ai则刚刚起步，通过针对细分市场提供专门产品来建立影响力。</p><p style=\"text-align: start;\">Palantir的一大主题是其成功地从传统的政府和国防领域扩展到商业应用，其最新发布的三季度业绩显示，公司收入同比增长30%，这主要得益于大型企业客户对其人工智能平台（AIP）的采用。收入的强劲增长转化为利润的大幅提升，这一趋势预计将持续至2025年及以后。</p><p style=\"text-align: start;\">相比之下，BigBear.ai仍在等待着属于自己的突破性发展，尽管其大部分业务依赖于少数几份大型国防部合同，但公司三季度收入同比已实现稳健增长22%，终结了此前几个季度的业绩疲软趋势。</p><p style=\"text-align: start;\">与Palantir不同，BigBear.ai目前尚未实现盈利，仍在持续亏损，这导致其股价承压。如果BigBear.ai想要成为下一个Palantir，就需要实现更加强劲的增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/531e72d9fa9edd90740a64ed09e74db4\" title=\"\" tg-width=\"1293\" tg-height=\"396\"/></p><h2 id=\"id_2111461755\">BigBear.ai在计算机视觉领域的领先地位</h2><p style=\"text-align: start;\">相比Palantir，BigBear.ai的突出之处在于其在AI驱动计算机视觉领域的早期领先地位。</p><p style=\"text-align: start;\">该公司的Pangiam数字身份品牌将生物识别技术与实时图像和视频相结合，自动检测异常并防范威胁。目前全球多个主要机场都是BigBear.ai的客户，利用“TrueFace”和“veriScan”等验证系统加强安全检查。</p><p style=\"text-align: start;\">BigBear.ai独特的视觉AI技术也是其作为投资标的的魅力，该技术不仅应用于交通和物流领域，还展现出在多个行业实现转型的潜力，包括医疗诊断、农业监测、零售库存管理和制造业质量控制。</p><p style=\"text-align: start;\">对于看好BigBear.ai有能力通过进军这些新商业市场来执行增长战略的投资者而言，现在买入该股票是一个不错的理由。</p><p style=\"text-align: start;\">值得一提的是，BigBear.ai的股价以其全年华尔街分析师收入预估为基准的前瞻市盈率（P/S）不到4倍。这一水平远低于Palantir，后者的前瞻市盈率已飙升至惊人的54倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a2db07a31981f344c867fc33d946ae6\" title=\"\" tg-width=\"1099\" tg-height=\"591\"/></p><p style=\"text-align: start;\">华尔街分析师Dan Victor指出，Palantir的估值已变得非常高昂，而BigBear.ai的股票则更具价值，并且在其业绩开始超出预期的情况下，具有更大的上涨潜力。</p><p>投资者面临的关键问题，并非BigBear.ai能否在价值上超越Palantir，而是其股价能否实现类似的大幅增长（即“多倍股”表现）。</p><p>对此Dan Victor表示，这种可能性是存在的，而2025年将是BigBear.ai证明其差异化人工智能解决方案能够发掘全新商业应用场景的关键一年。</p><p style=\"text-align: start;\">在此期间，BigBear.ai较弱的基本面和财务不确定性可能会使其股价持续承压。但对于那些拥有长期投资视野且能够承受市场波动的投资者而言，BigBear.ai的股票仍可作为多元化投资组合中的一部分。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d7b04a2807f99edeffb2514a6016ccc","relate_stocks":{"BBAI":"BigBear.ai Holdings","PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162038842","content_text":"过去一段时间，说到美股市场最热门的股票，“AI大牛股” Palantir Technologies Inc. 必然将占据一席之地，今年9月才被纳入标普500指数的Palantir，已成为该指数今年表现最好的成分股，甚至超过了英伟达。得益于其卓越的增长速度和不断加速的盈利能力，市场普遍乐观认为，这家AI创新企业正处于全球扩张机遇的早期阶段。随着Palantir股价的持续走高，投资者也开始寻找同样走在颠覆性创新道路上的行业参与者，而 BigBear.ai Holdings 便是这样一只AI领域的小盘股。过去一个月，公司股价已累涨近80%：BigBear.ai能否成为下一个Palantir？BigBear.ai目前的市值只有5.5亿美元，与Palantir相比显得微不足道，后者市值已超过1600亿美元。尽管两者规模相差悬殊，但两家公司确实存在相似之处：它们都专注于AI和机器学习云软件，帮助组织分析复杂数据集以获得预测性见解。BigBear.ai与Palantir甚至建立了战略合作关系，以融合彼此的能力。生成式AI和工作流自动化等功能正成为提高生产力的关键，吸引了各行各业企业的强烈需求。在这方面，Palantir凭借其全面的端到端解决方案取得了更大成功，而BigBear.ai则刚刚起步，通过针对细分市场提供专门产品来建立影响力。Palantir的一大主题是其成功地从传统的政府和国防领域扩展到商业应用，其最新发布的三季度业绩显示，公司收入同比增长30%，这主要得益于大型企业客户对其人工智能平台（AIP）的采用。收入的强劲增长转化为利润的大幅提升，这一趋势预计将持续至2025年及以后。相比之下，BigBear.ai仍在等待着属于自己的突破性发展，尽管其大部分业务依赖于少数几份大型国防部合同，但公司三季度收入同比已实现稳健增长22%，终结了此前几个季度的业绩疲软趋势。与Palantir不同，BigBear.ai目前尚未实现盈利，仍在持续亏损，这导致其股价承压。如果BigBear.ai想要成为下一个Palantir，就需要实现更加强劲的增长。BigBear.ai在计算机视觉领域的领先地位相比Palantir，BigBear.ai的突出之处在于其在AI驱动计算机视觉领域的早期领先地位。该公司的Pangiam数字身份品牌将生物识别技术与实时图像和视频相结合，自动检测异常并防范威胁。目前全球多个主要机场都是BigBear.ai的客户，利用“TrueFace”和“veriScan”等验证系统加强安全检查。BigBear.ai独特的视觉AI技术也是其作为投资标的的魅力，该技术不仅应用于交通和物流领域，还展现出在多个行业实现转型的潜力，包括医疗诊断、农业监测、零售库存管理和制造业质量控制。对于看好BigBear.ai有能力通过进军这些新商业市场来执行增长战略的投资者而言，现在买入该股票是一个不错的理由。值得一提的是，BigBear.ai的股价以其全年华尔街分析师收入预估为基准的前瞻市盈率（P/S）不到4倍。这一水平远低于Palantir，后者的前瞻市盈率已飙升至惊人的54倍。华尔街分析师Dan Victor指出，Palantir的估值已变得非常高昂，而BigBear.ai的股票则更具价值，并且在其业绩开始超出预期的情况下，具有更大的上涨潜力。投资者面临的关键问题，并非BigBear.ai能否在价值上超越Palantir，而是其股价能否实现类似的大幅增长（即“多倍股”表现）。对此Dan Victor表示，这种可能性是存在的，而2025年将是BigBear.ai证明其差异化人工智能解决方案能够发掘全新商业应用场景的关键一年。在此期间，BigBear.ai较弱的基本面和财务不确定性可能会使其股价持续承压。但对于那些拥有长期投资视野且能够承受市场波动的投资者而言，BigBear.ai的股票仍可作为多元化投资组合中的一部分。","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377970724679912,"gmtCreate":1733308460137,"gmtModify":1733308461650,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377970724679912","repostId":"1184770338","repostType":2,"repost":{"id":"1184770338","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1733305943,"share":"https://www.laohu8.com/m/news/1184770338?lang=&edition=full","pubTime":"2024-12-04 17:52","market":"us","language":"zh","title":"短剧般的“首尔之冬”，说明了为什么韩国市场一直被看低","url":"https://stock-news.laohu8.com/highlight/detail?id=1184770338","media":"老虎资讯综合","summary":"韩股和韩元一直跑输全球市场是有原因的。","content":"<html><head></head><body><p><em>来源：Reuters</em></p><p><em>作者：Kevin Buckland、Summer Zhen、Gaurav Dogra 发自东京、中国香港、班加罗尔</em></p><p>一直以来，全球投资者都认为韩国市场的估值低于其他市场，原因包括与北方的紧张关系以及韩国企业集团的特殊结构——本周的政治形势让他们有理由进一步低估韩国。</p><p>周二，韩国总统尹锡悦突然宣布实施戒严令，震惊世界。随后，韩国国会召集紧急会议，190名议员投票要求撤回戒严令。当地时间4日凌晨4时27分左右，韩国总统尹锡悦宣布接受国会的要求，解除戒严令。这距离他3日22时25分宣布实施“紧急戒严”仅6个多小时。对于韩国来说，这也是自1979年“10·26事件”(朴正熙遇刺事件)之后首次进入紧急戒严状态。</p><p>周三，反对派议员已誓言弹劾总统，而《朝鲜日报》报道称内阁打算集体辞职。</p><p>在第45届青龙电影节上，《首尔之春》获得最佳影片奖，黄政民再次成为影帝。谁能想到不久之后，韩国就上演了一场荒诞的“首尔之冬”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3074de178ce5e9a42d093b0c26232c\" title=\"\" tg-width=\"458\" tg-height=\"600\"/></p><p>对投资者来说，这次闹剧提醒他们，韩国股市和韩元一直跑输全球市场是有原因的。</p><h4 id=\"id_2773474413\">市场点评</h4><p><strong>资管巨头Janus Henderson驻新加坡的投资组合经理Sat Duhra表示：</strong></p><p style=\"text-align: justify;\">“这种情况似乎是一场没有回报的政治赌博。在这种不确定性下，我不打算增持韩国股票，尽管韩国市场价格低廉且表现不佳——这通常是吸引投资者的因素，但目前还不足以看到韩元企稳。”</p><p style=\"text-align: justify;\">“投资者一直对所谓的‘韩国折价’保持警惕，这次政治危机只会强化这种情绪。弹劾总统的前景、政府领导层更迭带来的不确定性以及整体上不令人兴奋的宏观经济前景将阻止外国投资者。此外，特朗普政府将带来额外的不确定性，尤其是对出口商而言。”</p><p style=\"text-align: justify;\"><strong>Grasshopper Asset Management投资组合经理Daniel Tan表示：</strong></p><p style=\"text-align: justify;\">“长期来看，戒严令事件将加剧‘韩国折价’，即交易韩国相关资产、股票、外汇和债券的风险溢价上升。”“投资者可能需要更高的风险溢价来投资韩元和韩国股市。”</p><p style=\"text-align: justify;\">“然而，只要韩国政府和韩国央行继续承诺提供‘无限流动性’，我们就不太可能看到韩国出现长期抛售。”</p><p style=\"text-align: justify;\"><strong>纽约银行市场策略和洞察主管Bob Savage表示：</strong></p><p style=\"text-align: justify;\">“韩国此次政治危机的波动性仍在持续，而且不太可能结束，尽管戒严令似乎是短暂的。”“国会和总统之间的分歧，以及对美国贸易转变的预期，将考虑回购的政策制定者。”</p><p style=\"text-align: justify;\"><strong>荷兰国际集团(ING)亚太区研究部负责人Robert Carnell：</strong></p><p style=\"text-align: justify;\">“在这种情况发生之前，我们对韩元并不是特别乐观，因为韩国的国内需求非常疲弱，我们预计韩国央行将不得不采取相当多的宽松措施，尽管该央行直到最近都一直相当强硬。”</p><p style=\"text-align: justify;\">“在这种情况下，我们所面临的是额外的一层不确定性，这只会让人觉得情况不会太好。如果韩国央行今年进行干预，我一点也不会感到惊讶。”“不确定性显示会对金融市场产生影响，并引发担忧。但我们认为，这种不确定性不足以导致韩国主权债券的实际评级下调。”</p><p style=\"text-align: justify;\"><strong>华侨银行驻新加坡外汇和利率策略主管Frances Cheung表示：</strong></p><p style=\"text-align: justify;\">“美元兑韩元的飙升是‘膝跳反应’，市场的总体反应被认为是受到遏制的，尤其是因为戒严令已经解除。”“潜在的外汇干预也可能导致外汇掉期曲线上的LHS流动，这取决于外汇操作的方式，韩国央行还表示将提供外汇流动性。总的来说，我们认为流动性将得到支撑。”</p><p style=\"text-align: justify;\"><strong>瑞联银行北亚区股票咨询主管Linda Lam表示：</strong></p><p style=\"text-align: justify;\">“戒严令事件似乎是韩国国内的政治斗争，而不是半岛内部冲突的升级。对于股市来说，只要货币基本稳定，国内动荡通常不会产生持久的影响。”“展望未来，我们对包括韩国股票在内的新兴市场股票持谨慎态度，主要是因为即将上任的特朗普政府即将带来的关税/汇率逆风。”</p><p style=\"text-align: justify;\"><strong>景顺亚太地区全球市场策略师David Chao表示：</strong></p><p style=\"text-align: justify;\">“形势仍在不断变化，市场可能继续波动。但我们认为，这种发展将是一个非常短期的现象，不太可能对韩国经济和金融市场产生任何持久影响。”“我们认为，任何负面影响都将被政府和央行的积极政策反应所抵消，这当然应该对市场有利。尽管由于不确定性挥之不去，上行空间可能有限。”</p><p style=\"text-align: justify;\"><strong>SimCorp投资决策研究首席负责人Olivier d’Assier表示：</strong></p><p style=\"text-align: justify;\">“情况并不像看上去那么糟糕，因为尹锡悦的支持率不高，加上反对党控制了国民议会，他的政治生涯原本预计是短暂的。”“因此，宣布戒严令的举动反映了一个绝望的人希望继续掌权的错误决定，但并不表明这个国家或金融体系出了问题——如果投资者这么想，今天的韩国综合股价指数就会下跌10%。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1862bd2e057b848316d70bcb9114f2af\" title=\"\" tg-width=\"750\" tg-height=\"507\"/></p><h4 id=\"id_2693994408\">韩国市场面临困境</h4><p>韩国市场持续疲软有几个原因。</p><p>其中一个原因是朝鲜和韩国之间长期紧张的关系带来的风险。</p><p>另一个原因是韩国企业性质，这些企业由不透明的家族企业主导，很少发放丰厚的股息。</p><p>其中最大的芯片制造商三星电子的股价为未来收益的 9.2 倍，而该地区同行台积电 (TSMC)的股价为 18.5 倍。</p><p>今年，由于投资者担心韩国受国际形势的影响太大，折价进一步加深。今年韩元兑美元下跌 9%，而韩国综合股价指数下跌 7%，两者均落后于新兴市场同行。</p><p>“尽管市场价格便宜且表现不佳——这通常是吸引投资者的因素——但韩元还不足以企稳，”Janus Henderson 亚洲股息收入投资组合经理 Sat Duhra 表示。“投资者一直对所谓的‘韩国折扣’持谨慎态度，而这只会强化这种情绪。在这种不确定性的情况下，我不打算增持韩国股票。”</p><p>自 8 月以来，外国资金一直在撤出韩国股市，四个月内流出金额超过 140 亿美元。</p><p>资金流入韩国高收益债券。然而，如果政治混乱演变为总统被弹劾、提前选举，投资者可能会对这些债券失去兴趣。</p><p>尽管周三当局竭力支撑韩元并安抚金融市场，但投资者仍对韩元的下一步走势感到担忧。</p><p>“短期内，韩元很难表现得特别好：宏观背景糟糕，国内经济看起来很疲软，央行可能会出台比之前预期更多的宽松政策。除此之外，还有政治萎靡不振，”荷兰银行亚太区研究主管罗布·卡内尔 (Rob Carnell) 表示。“事实上，美元通常比其他货币都强，这几乎是一场完美风暴。”</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>短剧般的“首尔之冬”，说明了为什么韩国市场一直被看低</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短剧般的“首尔之冬”，说明了为什么韩国市场一直被看低\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\">2024-12-04 17:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>来源：Reuters</em></p><p><em>作者：Kevin Buckland、Summer Zhen、Gaurav Dogra 发自东京、中国香港、班加罗尔</em></p><p>一直以来，全球投资者都认为韩国市场的估值低于其他市场，原因包括与北方的紧张关系以及韩国企业集团的特殊结构——本周的政治形势让他们有理由进一步低估韩国。</p><p>周二，韩国总统尹锡悦突然宣布实施戒严令，震惊世界。随后，韩国国会召集紧急会议，190名议员投票要求撤回戒严令。当地时间4日凌晨4时27分左右，韩国总统尹锡悦宣布接受国会的要求，解除戒严令。这距离他3日22时25分宣布实施“紧急戒严”仅6个多小时。对于韩国来说，这也是自1979年“10·26事件”(朴正熙遇刺事件)之后首次进入紧急戒严状态。</p><p>周三，反对派议员已誓言弹劾总统，而《朝鲜日报》报道称内阁打算集体辞职。</p><p>在第45届青龙电影节上，《首尔之春》获得最佳影片奖，黄政民再次成为影帝。谁能想到不久之后，韩国就上演了一场荒诞的“首尔之冬”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3074de178ce5e9a42d093b0c26232c\" title=\"\" tg-width=\"458\" tg-height=\"600\"/></p><p>对投资者来说，这次闹剧提醒他们，韩国股市和韩元一直跑输全球市场是有原因的。</p><h4 id=\"id_2773474413\">市场点评</h4><p><strong>资管巨头Janus Henderson驻新加坡的投资组合经理Sat Duhra表示：</strong></p><p style=\"text-align: justify;\">“这种情况似乎是一场没有回报的政治赌博。在这种不确定性下，我不打算增持韩国股票，尽管韩国市场价格低廉且表现不佳——这通常是吸引投资者的因素，但目前还不足以看到韩元企稳。”</p><p style=\"text-align: justify;\">“投资者一直对所谓的‘韩国折价’保持警惕，这次政治危机只会强化这种情绪。弹劾总统的前景、政府领导层更迭带来的不确定性以及整体上不令人兴奋的宏观经济前景将阻止外国投资者。此外，特朗普政府将带来额外的不确定性，尤其是对出口商而言。”</p><p style=\"text-align: justify;\"><strong>Grasshopper Asset Management投资组合经理Daniel Tan表示：</strong></p><p style=\"text-align: justify;\">“长期来看，戒严令事件将加剧‘韩国折价’，即交易韩国相关资产、股票、外汇和债券的风险溢价上升。”“投资者可能需要更高的风险溢价来投资韩元和韩国股市。”</p><p style=\"text-align: justify;\">“然而，只要韩国政府和韩国央行继续承诺提供‘无限流动性’，我们就不太可能看到韩国出现长期抛售。”</p><p style=\"text-align: justify;\"><strong>纽约银行市场策略和洞察主管Bob Savage表示：</strong></p><p style=\"text-align: justify;\">“韩国此次政治危机的波动性仍在持续，而且不太可能结束，尽管戒严令似乎是短暂的。”“国会和总统之间的分歧，以及对美国贸易转变的预期，将考虑回购的政策制定者。”</p><p style=\"text-align: justify;\"><strong>荷兰国际集团(ING)亚太区研究部负责人Robert Carnell：</strong></p><p style=\"text-align: justify;\">“在这种情况发生之前，我们对韩元并不是特别乐观，因为韩国的国内需求非常疲弱，我们预计韩国央行将不得不采取相当多的宽松措施，尽管该央行直到最近都一直相当强硬。”</p><p style=\"text-align: justify;\">“在这种情况下，我们所面临的是额外的一层不确定性，这只会让人觉得情况不会太好。如果韩国央行今年进行干预，我一点也不会感到惊讶。”“不确定性显示会对金融市场产生影响，并引发担忧。但我们认为，这种不确定性不足以导致韩国主权债券的实际评级下调。”</p><p style=\"text-align: justify;\"><strong>华侨银行驻新加坡外汇和利率策略主管Frances Cheung表示：</strong></p><p style=\"text-align: justify;\">“美元兑韩元的飙升是‘膝跳反应’，市场的总体反应被认为是受到遏制的，尤其是因为戒严令已经解除。”“潜在的外汇干预也可能导致外汇掉期曲线上的LHS流动，这取决于外汇操作的方式，韩国央行还表示将提供外汇流动性。总的来说，我们认为流动性将得到支撑。”</p><p style=\"text-align: justify;\"><strong>瑞联银行北亚区股票咨询主管Linda Lam表示：</strong></p><p style=\"text-align: justify;\">“戒严令事件似乎是韩国国内的政治斗争，而不是半岛内部冲突的升级。对于股市来说，只要货币基本稳定，国内动荡通常不会产生持久的影响。”“展望未来，我们对包括韩国股票在内的新兴市场股票持谨慎态度，主要是因为即将上任的特朗普政府即将带来的关税/汇率逆风。”</p><p style=\"text-align: justify;\"><strong>景顺亚太地区全球市场策略师David Chao表示：</strong></p><p style=\"text-align: justify;\">“形势仍在不断变化，市场可能继续波动。但我们认为，这种发展将是一个非常短期的现象，不太可能对韩国经济和金融市场产生任何持久影响。”“我们认为，任何负面影响都将被政府和央行的积极政策反应所抵消，这当然应该对市场有利。尽管由于不确定性挥之不去，上行空间可能有限。”</p><p style=\"text-align: justify;\"><strong>SimCorp投资决策研究首席负责人Olivier d’Assier表示：</strong></p><p style=\"text-align: justify;\">“情况并不像看上去那么糟糕，因为尹锡悦的支持率不高，加上反对党控制了国民议会，他的政治生涯原本预计是短暂的。”“因此，宣布戒严令的举动反映了一个绝望的人希望继续掌权的错误决定，但并不表明这个国家或金融体系出了问题——如果投资者这么想，今天的韩国综合股价指数就会下跌10%。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1862bd2e057b848316d70bcb9114f2af\" title=\"\" tg-width=\"750\" tg-height=\"507\"/></p><h4 id=\"id_2693994408\">韩国市场面临困境</h4><p>韩国市场持续疲软有几个原因。</p><p>其中一个原因是朝鲜和韩国之间长期紧张的关系带来的风险。</p><p>另一个原因是韩国企业性质，这些企业由不透明的家族企业主导，很少发放丰厚的股息。</p><p>其中最大的芯片制造商三星电子的股价为未来收益的 9.2 倍，而该地区同行台积电 (TSMC)的股价为 18.5 倍。</p><p>今年，由于投资者担心韩国受国际形势的影响太大，折价进一步加深。今年韩元兑美元下跌 9%，而韩国综合股价指数下跌 7%，两者均落后于新兴市场同行。</p><p>“尽管市场价格便宜且表现不佳——这通常是吸引投资者的因素——但韩元还不足以企稳，”Janus Henderson 亚洲股息收入投资组合经理 Sat Duhra 表示。“投资者一直对所谓的‘韩国折扣’持谨慎态度，而这只会强化这种情绪。在这种不确定性的情况下，我不打算增持韩国股票。”</p><p>自 8 月以来，外国资金一直在撤出韩国股市，四个月内流出金额超过 140 亿美元。</p><p>资金流入韩国高收益债券。然而，如果政治混乱演变为总统被弹劾、提前选举，投资者可能会对这些债券失去兴趣。</p><p>尽管周三当局竭力支撑韩元并安抚金融市场，但投资者仍对韩元的下一步走势感到担忧。</p><p>“短期内，韩元很难表现得特别好：宏观背景糟糕，国内经济看起来很疲软，央行可能会出台比之前预期更多的宽松政策。除此之外，还有政治萎靡不振，”荷兰银行亚太区研究主管罗布·卡内尔 (Rob Carnell) 表示。“事实上，美元通常比其他货币都强，这几乎是一场完美风暴。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b8c8637fe8fc9ef27016df313427d254","relate_stocks":{"EWY":"韩国ETF-iShares MSCI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184770338","content_text":"来源：Reuters作者：Kevin Buckland、Summer Zhen、Gaurav Dogra 发自东京、中国香港、班加罗尔一直以来，全球投资者都认为韩国市场的估值低于其他市场，原因包括与北方的紧张关系以及韩国企业集团的特殊结构——本周的政治形势让他们有理由进一步低估韩国。周二，韩国总统尹锡悦突然宣布实施戒严令，震惊世界。随后，韩国国会召集紧急会议，190名议员投票要求撤回戒严令。当地时间4日凌晨4时27分左右，韩国总统尹锡悦宣布接受国会的要求，解除戒严令。这距离他3日22时25分宣布实施“紧急戒严”仅6个多小时。对于韩国来说，这也是自1979年“10·26事件”(朴正熙遇刺事件)之后首次进入紧急戒严状态。周三，反对派议员已誓言弹劾总统，而《朝鲜日报》报道称内阁打算集体辞职。在第45届青龙电影节上，《首尔之春》获得最佳影片奖，黄政民再次成为影帝。谁能想到不久之后，韩国就上演了一场荒诞的“首尔之冬”。对投资者来说，这次闹剧提醒他们，韩国股市和韩元一直跑输全球市场是有原因的。市场点评资管巨头Janus Henderson驻新加坡的投资组合经理Sat Duhra表示：“这种情况似乎是一场没有回报的政治赌博。在这种不确定性下，我不打算增持韩国股票，尽管韩国市场价格低廉且表现不佳——这通常是吸引投资者的因素，但目前还不足以看到韩元企稳。”“投资者一直对所谓的‘韩国折价’保持警惕，这次政治危机只会强化这种情绪。弹劾总统的前景、政府领导层更迭带来的不确定性以及整体上不令人兴奋的宏观经济前景将阻止外国投资者。此外，特朗普政府将带来额外的不确定性，尤其是对出口商而言。”Grasshopper Asset Management投资组合经理Daniel Tan表示：“长期来看，戒严令事件将加剧‘韩国折价’，即交易韩国相关资产、股票、外汇和债券的风险溢价上升。”“投资者可能需要更高的风险溢价来投资韩元和韩国股市。”“然而，只要韩国政府和韩国央行继续承诺提供‘无限流动性’，我们就不太可能看到韩国出现长期抛售。”纽约银行市场策略和洞察主管Bob Savage表示：“韩国此次政治危机的波动性仍在持续，而且不太可能结束，尽管戒严令似乎是短暂的。”“国会和总统之间的分歧，以及对美国贸易转变的预期，将考虑回购的政策制定者。”荷兰国际集团(ING)亚太区研究部负责人Robert Carnell：“在这种情况发生之前，我们对韩元并不是特别乐观，因为韩国的国内需求非常疲弱，我们预计韩国央行将不得不采取相当多的宽松措施，尽管该央行直到最近都一直相当强硬。”“在这种情况下，我们所面临的是额外的一层不确定性，这只会让人觉得情况不会太好。如果韩国央行今年进行干预，我一点也不会感到惊讶。”“不确定性显示会对金融市场产生影响，并引发担忧。但我们认为，这种不确定性不足以导致韩国主权债券的实际评级下调。”华侨银行驻新加坡外汇和利率策略主管Frances Cheung表示：“美元兑韩元的飙升是‘膝跳反应’，市场的总体反应被认为是受到遏制的，尤其是因为戒严令已经解除。”“潜在的外汇干预也可能导致外汇掉期曲线上的LHS流动，这取决于外汇操作的方式，韩国央行还表示将提供外汇流动性。总的来说，我们认为流动性将得到支撑。”瑞联银行北亚区股票咨询主管Linda Lam表示：“戒严令事件似乎是韩国国内的政治斗争，而不是半岛内部冲突的升级。对于股市来说，只要货币基本稳定，国内动荡通常不会产生持久的影响。”“展望未来，我们对包括韩国股票在内的新兴市场股票持谨慎态度，主要是因为即将上任的特朗普政府即将带来的关税/汇率逆风。”景顺亚太地区全球市场策略师David Chao表示：“形势仍在不断变化，市场可能继续波动。但我们认为，这种发展将是一个非常短期的现象，不太可能对韩国经济和金融市场产生任何持久影响。”“我们认为，任何负面影响都将被政府和央行的积极政策反应所抵消，这当然应该对市场有利。尽管由于不确定性挥之不去，上行空间可能有限。”SimCorp投资决策研究首席负责人Olivier d’Assier表示：“情况并不像看上去那么糟糕，因为尹锡悦的支持率不高，加上反对党控制了国民议会，他的政治生涯原本预计是短暂的。”“因此，宣布戒严令的举动反映了一个绝望的人希望继续掌权的错误决定，但并不表明这个国家或金融体系出了问题——如果投资者这么想，今天的韩国综合股价指数就会下跌10%。”韩国市场面临困境韩国市场持续疲软有几个原因。其中一个原因是朝鲜和韩国之间长期紧张的关系带来的风险。另一个原因是韩国企业性质，这些企业由不透明的家族企业主导，很少发放丰厚的股息。其中最大的芯片制造商三星电子的股价为未来收益的 9.2 倍，而该地区同行台积电 (TSMC)的股价为 18.5 倍。今年，由于投资者担心韩国受国际形势的影响太大，折价进一步加深。今年韩元兑美元下跌 9%，而韩国综合股价指数下跌 7%，两者均落后于新兴市场同行。“尽管市场价格便宜且表现不佳——这通常是吸引投资者的因素——但韩元还不足以企稳，”Janus Henderson 亚洲股息收入投资组合经理 Sat Duhra 表示。“投资者一直对所谓的‘韩国折扣’持谨慎态度，而这只会强化这种情绪。在这种不确定性的情况下，我不打算增持韩国股票。”自 8 月以来，外国资金一直在撤出韩国股市，四个月内流出金额超过 140 亿美元。资金流入韩国高收益债券。然而，如果政治混乱演变为总统被弹劾、提前选举，投资者可能会对这些债券失去兴趣。尽管周三当局竭力支撑韩元并安抚金融市场，但投资者仍对韩元的下一步走势感到担忧。“短期内，韩元很难表现得特别好：宏观背景糟糕，国内经济看起来很疲软，央行可能会出台比之前预期更多的宽松政策。除此之外，还有政治萎靡不振，”荷兰银行亚太区研究主管罗布·卡内尔 (Rob Carnell) 表示。“事实上，美元通常比其他货币都强，这几乎是一场完美风暴。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372346243850648,"gmtCreate":1731944510767,"gmtModify":1731944512363,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372346243850648","repostId":"1160700050","repostType":4,"repost":{"id":"1160700050","kind":"news","pubTimestamp":1731940853,"share":"https://www.laohu8.com/m/news/1160700050?lang=&edition=full","pubTime":"2024-11-18 22:40","market":"us","language":"zh","title":"夜读 | 投资的12个认知误区：过度自信、急于求成........","url":"https://stock-news.laohu8.com/highlight/detail?id=1160700050","media":" 红与绿","summary":"大致有这么12个，想要投资成功就必须破解者12大认知误区。一项研究对被试者进行了胆固醇测试，数月后追踪被试者对测试结果的记忆情况。测试结果表明，胆固醇偏高、最有可能患病的被试者记错测试结果的概率最高。它们对投资有十分直接的坏影响。这也被称为决策的同群效应。也就是说多数人的“损失厌恶系数”是2。","content":"<html><head></head><body><blockquote><p><strong>财富观的背后是人生观。</strong></p></blockquote><p style=\"text-align: justify;\">投资是科学与艺术的结合，投资的科学指的是宏观大势研判、行业和企业的基本面研究、估值这些可以“计算”的方面，投资的艺术则有关于认知及心性。这两方面同等重要，但是在投资实践中，很多人更注重科学的一面而忽视艺术的一面，导致出现一些不该发生的悲剧。</p><p style=\"text-align: justify;\">检索投资史，我们不难看到，成功的投资家往往也是认知及心性的大师，比如沃伦·巴菲特、查理·芒格、约翰·邓普顿等，而曾经一时辉煌，后来却一败涂地的投资家往往不是败于科学，而是败于认知，比如著名的华尔街股票作手利弗莫尔以及由多名诺贝尔奖得主组成的长期资本管理公司。甚至连牛顿这样的科学巨匠也在股票投资中巨亏，最终发出那句著名的浩叹：“我可以计算出天体运行的轨迹，却难以预料到人性的疯狂！”</p><p style=\"text-align: justify;\">我们每个人都有认知和心性的缺陷，这是由我们基因进化的进程所决定的。</p><p style=\"text-align: justify;\">那么，在投资中都有哪些认知误区主导我们的行为呢？大致有这么12个，想要投资成功就必须破解者12大认知误区。</p><h2 id=\"id_1793840284\" style=\"text-align: justify;\">一、 过度自信</h2><p style=\"text-align: justify;\"><strong>多数人都会犯过度自信的毛病。</strong>一项研究对被试者进行了胆固醇测试，数月后追踪被试者对测试结果的记忆情况。测试结果表明，胆固醇偏高、最有可能患病的被试者记错测试结果的概率最高。在他们的记忆中，测试结果比实际结果更好，也就是他们自认为比较健康，而实际情况要坏的多。</p><p style=\"text-align: justify;\">心理学家发起的不同心理测试，反映出大同小异的结果：82%的司机认为自己的驾驶技术高于平均水平；84%的法国男人声称自己是高出平均水准的好情人；2994个公司创始人们认为自己创业成功的几率为70%，但他们却认为别人创业成功的几率只有39%。90%的股民认为自己的炒股水平比别人高。甚至大多数吸烟者认为，他们染上与吸烟相关疾病的风险也要比别人小。<strong>我们的过度自信还表现在当我们取得成功的时候，往往相信这是来源于自己的能力；当失败时，又往往把责任归咎于运气、环境或者他人。</strong></p><p style=\"text-align: justify;\">简言之，每个人似乎都认为自己是属于统计数据以外的人，或者说是命运垂青的幸运儿。对此，18世纪英国诗人爱德华·杨讽刺道：“每个人都相信人终有一死，除了他自己”。亚当·斯密也曾写过：“绝大多数人对自己的能力和对自己会交好运的愚蠢假设过分自负”。然而真相是残酷的。我们尊敬的芒格先生也是一位不留情面的“毒舌先生”，他曾辛辣点评：“生活中亘古不变的规律是，只有20%的人能跻身前五分之一。”</p><h2 id=\"id_1294525348\" style=\"text-align: justify;\">二、 贪婪与嫉妒</h2><p style=\"text-align: justify;\"><strong>我们每个人多多少少都具有贪婪的缺点，而嫉妒则是贪婪的孪生兄弟。它们对投资有十分直接的坏影响。</strong>《金融危机史》作者金德尔伯格有一句话十分经典，他说：“最令人烦心、最令人头疼的事莫过于看到朋友发大财”。霍华德·马克斯也说过类似的话：“嫉妒比贪婪更具负面影响，是人性里危害最大的一个方面。投资者大多难以接受别人赚钱比自己多这一事实。”为什么股市里羊群效应特别强大，很重要的原因就是看到周边的人赚了钱，在羡慕嫉妒心理的驱动下走向了追涨之路。这样的心理刺激连牛顿、马克·吐温这样杰出聪明的人也都难以避免。</p><p style=\"text-align: justify;\">尤其在当今的自媒体时代，一夜暴富的财富故事天天占据着人们的眼球，贪婪与嫉妒就如同插上了会飞的翅膀，“树欲静而风不止”，不贪不妒何其难！</p><h2 id=\"id_3296283590\" style=\"text-align: justify;\">三、急于求成</h2><p style=\"text-align: justify;\">在财富领域，人性着急的特征体现的更为突出。一笔钱放进股市，恨不得下一分钟股票就上涨。年化10%的收益都嫌不过瘾，最好每年都能翻翻。凯恩斯说：<strong>“人类本能地渴望立竿见影的效果，在快速赚钱上尤其热情。”</strong></p><p style=\"text-align: justify;\">股民之着急有时甚于猴子。买入一只股票之后就频繁打开行情软件，不停地查看股价走势，或者频繁查看账户。美国有部著名的电视剧叫《宋飞正传》，在这部剧里，宋飞买了一只垃圾股，然后忍不住频繁关注股价，从早关注到晚。当他拿过一份报纸时，他的约会对象告诉他：“这只股票和你之前查看时的价格一样，市场收盘后没有变化，还在下跌。”他则回应道：“我知道，但这是另一份报纸。呃，我想也许它有不同的……消息来源”。据《金钱》杂志的一项调查，22%的投资者表示自己每天都会查看自己投资的股票的价格，49%的人每周至少查看一次。</p><p style=\"text-align: justify;\">神经科学研究证明，每当我们得到一点奖励，我们的一些神经元就会产生出多巴胺，多巴胺让我们感到愉悦。所以，人们习惯性地喜欢获得正面的新信息、获取他人的赞赏或者物质鼓励（哪怕是一点点微不足道的小礼物），如果我所买的股票每看一次都在上涨，每次打开交易账户代表财富的数字都往上跳了一下，这简直是再令人开心不过了。</p><h2 id=\"id_1595675564\" style=\"text-align: justify;\">四、禀赋效应</h2><p style=\"text-align: justify;\">“禀赋效应”是指一旦某个人拥有某个物品，那么他对该物品价值的评价要比没有拥有的时候大大提高。</p><p style=\"text-align: justify;\">连以理性著称的大经济学家也不能避免这样的心理误区。比如芝加哥大学商学院院长理查德·罗塞特就是如此。理查德·罗塞特非常喜欢红酒，他时常会从拍卖会上买葡萄酒，但无论质量如何，一般出价不会超过35美元一瓶。但是对于他自己收藏的葡萄酒，即使对方出价高达100美元一瓶，他也不会卖。</p><p style=\"text-align: justify;\">投资中这种现象也十分常见，本来你并不了解一只股票，但是经过朋友或者专家推荐，你买了这支股票，从那一刻开始你便对这支股票情有独钟。巴菲特讽刺过这种现象：<strong>“股票并不知道谁是它的主人。但你却对它寄予了太多的七情六欲：你清清楚楚记得以什么价位买进，你还清楚地记得谁透露了一些小道消息——感情五味杂陈。”然而，盲目的偏爱可能是亏损的开始。</strong></p><h2 id=\"id_3205755976\" style=\"text-align: justify;\">五、锚定效应</h2><p style=\"text-align: justify;\">“锚定效应”是指人们在进行判断时常常过分看重那些显著的、难忘的证据。<strong>我们时常被第一个听到的数字、第一次见到的场景所锚定，之后在进行选择时总是难以摆脱以它们为参照，哪怕这个“锚”只是随机假定的。</strong>自然学家康拉德·沃伦茨在一次实验中无意被刚出壳的幼鹅们第一眼看到，它们从此就一直紧跟着他直到长大。他被幼鹅们当做妈妈了！“幼鹅效应”也是“锚定效应”的一种。</p><p style=\"text-align: justify;\">多数人都生活在相对的世界里，即都需要一个参照以确立自己的价值或为自己的行动提供指南。“刻舟求剑”中，愚弄那个渡客的参照点就是那道划痕。在投资中，我们是怎样确立参照点的？卡尼曼和特沃斯基通过研究发现，参考点与几个因素有关，第一个也是最重要的一个是历史水平，比如成本价或者历史最高价、历史最低价；第二个参考点是期望值，也就是你的预期价位。比如你买进一只股票希望它涨到20元，20元便是期望值。参考点也可能与身边人的决策有关，比如你的朋友以20元的价格买入某支股票，你便以此为参照。这也被称为决策的同群效应。</p><p style=\"text-align: justify;\">追涨的时候我们内心中的参考点很可能是历史极值，“突破历史最高价我就卖”是内心的潜台词；抄底的时候我们内心的参照点是历史最低价，“跌破最低价我就买”是内心的潜台词；而售赢持亏的时候我们的内心参考价则是成本价，此时的内心潜台词变成“回到成本价我就卖”。</p><h2 id=\"id_2784543883\" style=\"text-align: justify;\">六、损失厌恶</h2><p style=\"text-align: justify;\">心理学界有一个专门的理论来解释心理感受的不对称现象，也就是“损失厌恶”。</p><p style=\"text-align: justify;\">丹尼尔·卡尼曼在《思考快与慢》一书中给出过这样一个例子：</p><p style=\"text-align: justify;\">用抛硬币来打赌：</p><p style=\"text-align: justify;\">如果是背面，你会输掉100美元。</p><p style=\"text-align: justify;\">如果是正面，你会赢得150美元。</p><p style=\"text-align: justify;\">这个赌局看起来挺吸引人，因为赌局的预期值明显对你有利。然而，大多数人仍不愿意参与这样的游戏，原因便是卡尼曼所总结的，对于大多数人来说，失去100美元的恐惧比得到150美元的愿望更强烈。</p><p style=\"text-align: justify;\">现在将这个赌局调整一下，把硬币是正面的赚钱数值从150美元改为200美元，结果又如何？统计显示，这次很多人表示愿意参加这样的赌局。也就是说多数人的“损失厌恶系数”是2。通俗地解释一下：亏损对人的心理刺激强度是同等规模盈利的两倍，或者说，失去所带给人的痛苦强度是得到所带来愉悦感的两倍。这就是损失厌恶。</p><p style=\"text-align: justify;\"><strong>由于损失厌恶心理，我们往往会在投资中犯下“售赢持亏”的毛病，在盈利的时候赶紧落袋为安，在亏损的时候却死死拿住，这样很可能加剧了亏损。</strong></p><h2 id=\"id_20656183\" style=\"text-align: justify;\">七、过度恐惧</h2><p style=\"text-align: justify;\">恐惧的产生是有深刻的进化学依据的。它是人类先祖留给我们的情绪遗产之一。前文讨论过，在原始丛林社会里，人类的先祖为了生存必须保持乐观甚至有时展现出过度自信的一面。但事情也有两面，在非迫不得已的情况下，他们也会选择躲避。毕竟当时的环境危机四伏，随时可以因为猛兽、毒蛇甚至人类自己的残杀失去性命。面对这些危险的时候，谁最快做出逃跑的反应谁便获得了生机。科学作家拉什·多兹尔在《恐惧本身》这本书中写道:“恐惧是人类的基本情感，因为生命是人类活动的基础。如果我们死了，那任何事都与我们无关了。”<strong>生存是最高的法则，恐惧意识最强的人反应最快，于是他们存活了下来，也将这种情绪代代相传。  </strong></p><p style=\"text-align: justify;\">这一进化史留下了生理学的证明。在我们大脑深处，和耳朵顶部平齐的地方，大脑颞叶内侧左右对称分布的两个形似杏仁的神经元聚集组织，叫做杏仁体。研究普遍认为，大脑杏仁体是恐惧记忆建立的神经中枢，帮助我们逃避危险。杏仁体反应速度快到只有12毫秒，比眨眼的速度还快25倍。</p><p style=\"text-align: justify;\"><strong>过度恐惧在股市中市场有所体现，它会导致投资者杀跌出局。</strong></p><h2 id=\"id_81389888\" style=\"text-align: justify;\">八、羊群效应</h2><p style=\"text-align: justify;\">生活中有许多“从众效应”。有一个有趣的实验：一个不知情的被测试者A先走进电梯间，按照正常模式，面对电梯门站立。然后，另外两个知情的实验者B、C先后进入电梯，但都背向电梯门站立。A变得有点不安起来，并开始犹豫是否该转过身去。然后又进来一个知情者D，采取与B、C一样的站姿，A心里感到奇怪，但短暂犹豫后，也转过身去以保持与其他三个人一致。</p><p style=\"text-align: justify;\">人类一般不会直指自己的愚蠢，但会找一款动物来做暗喻，前面我们已经讽刺过鸵鸟，这次轮到绵羊了。羊群是一种很散乱的组织，平时在一起也喜欢盲目地左冲右撞，<strong>但一旦有一只头羊动起来，其他的羊就会不假思索地一哄而上，哪怕头羊跳下悬崖，后面的羊也会毫不犹豫的跟随跳下去。这就是著名的“羊群效应”。</strong></p><p style=\"text-align: justify;\">股市中“羊群效应”非常突出，这导致人们追涨杀跌。</p><h2 id=\"id_2972943720\" style=\"text-align: justify;\">九、线性思维</h2><p style=\"text-align: justify;\">线性思维思维以一种直线的、均匀的、不变的、单一的思维方式看待问题，一切都随着初始条件的给定而给定。人类看到的第一只天鹅是白色的，第二只、第三只……都是白色，于是便认为天下所有的天鹅都是白色的。但是这样的“眼见为实”并不可靠，正如塔勒布所总结的：“1000 天并不能证明你是正确的，但1天就能证明你是错误的。”或者哲学家卡尔·波普尔所指出的：“不管我们已经观察到多少只白天鹅，也不能证明这样的结论：所有天鹅都是白的。只要看见一只黑天鹅就可以驳倒它。”</p><p style=\"text-align: justify;\"><strong>股票投资中有“三根阳线改变信仰”一说，正是线性思维的典型表现。</strong>本来市场一直处于震荡之中，投资者普遍迷茫，但是由于特定事件或者其他因素影响，股指连续涨了三天，于是人心振奋，纷纷追加仓位。反之则是“三根阴线改变信仰”。</p><h2 id=\"id_987933469\" style=\"text-align: justify;\">十、故事思维</h2><p style=\"text-align: justify;\">人类天性天生喜欢听故事。股市某种程度上是被故事或者说叙事推动的，故事和叙事改变着人们的心理预期，心理预期导致了股市的涨跌。正如《仅仅是昨天——从大繁荣到大萧条》一书作者弗雷德里克·刘易斯·艾伦总结的好：“繁荣不仅是经济形势，也是一种心理状态。大牛市不仅是商业周期的顶峰，也是美国民众的思想和情感周期的顶峰。在这个国度，几乎每个人的生活态度都受到大牛市的感染，如今他们也受到希望瞬间破灭的打击。随着大牛市和繁荣时代悄然远去，美国人发现自己的生活环境有所改变，需要新的调整、新的观念、新的思想习惯和新的价值观念。”</p><p style=\"text-align: justify;\">故事容易深入人心，许多投资者会被故事所捕获，结果在市场疯狂时被卷入旋涡，又在市场暴跌中推入悬崖。可见，简单的故事思维要不得。</p><h2 id=\"id_1164777885\" style=\"text-align: justify;\">十一、漠视非对称风险</h2><p style=\"text-align: justify;\"><strong>在股市中，均值终将回归，但是关键在于时间，如果你没有足够的实力或者耐心等到回归的那一天，悲剧也同样难以避免。</strong>投资史上著名的老虎基金在1998年8月全盛时期管理的资产多达220亿美元,比索罗斯的量子基金还高出一大截，是当时规模最大的对冲基金，其创始人罗伯逊因此被人们推为华尔街最具影响力的人物。也是在那一年，股市进入到了科网泡沫之中，科技股鸡犬升天，坚持价值投资的罗伯逊按照自己的标准买入大量的“旧经济”股份,而这些股份由于市场资金流入“新经济”股而持续大跌，如他持有逾22%股权的美国航空,在12个月内失去近5成的市值。另一方面，他利用杠杆卖空没有盈利的科技网络股,先后沽空了两大热门股份LucentTech和MicronTech，却遭遇重大损失。</p><p style=\"text-align: justify;\">2000年第一季度，由于亏损严重，投资者共撤走了77亿美元，给了老虎基金最致命的一击。然而也就是在2000年3月，科网泡沫开始松动，随后破灭。均值终于回归，但是老虎基金已经无力回天。</p><p style=\"text-align: justify;\">世界分为两个，一个是物理世界，一个是非物理世界。说世界是对称的并不错，但是需要将其限定在物理世界。如果放到非物理世界，比如经济、金融、股市当中，这个命题就不一定成立了。<strong>股票市场虽有它的周期性，然而它的周期不像物理世界那样是对称的，相反，它是非对称的。</strong></p><p style=\"text-align: justify;\">投资，既要重视周期和均值回归，同时也要当心这种非对称性风险。</p><h2 id=\"id_53417209\" style=\"text-align: justify;\">十二、德不配财</h2><p style=\"text-align: justify;\">突然获得巨额财富甚至还常常成为人生幸福的大敌。检索国内外那些彩票获得头奖的人，他们真实的人生经历经常让人唏嘘。面对“天上掉下的馅饼”，他们往往会选择大肆挥霍，或纵情声色，或经不住别人的诱惑，盲目投资。最后不仅血本无归，钱财散尽，还往往弄得妻离子散，最惨痛的自杀身亡。据美国国家经济研究局的一项调查显示，近20年来，欧美的大多数头奖得主在中奖后不到5年内，因挥霍无度等原因变得穷困潦倒。该项调查同时显示，美国彩票中奖者的破产率每年高达75%，每年12名中奖者当中就有9名破产。</p><p style=\"text-align: justify;\"><strong>如果不具备健康的财富观，那么很可能会应了哲学家叔本华的诅咒：“财富就像海水一样，你喝得越多，变得越渴。”而财富观背后是人生观，德不配财，反遭其害。</strong></p></body></html>","source":"lsy1584353588345","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>夜读 | 投资的12个认知误区：过度自信、急于求成........ </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夜读 | 投资的12个认知误区：过度自信、急于求成........ \n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-18 22:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/rhJPdRl_IyL1FwPKWv4BiQ?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%7D><strong> 红与绿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>财富观的背后是人生观。投资是科学与艺术的结合，投资的科学指的是宏观大势研判、行业和企业的基本面研究、估值这些可以“计算”的方面，投资的艺术则有关于认知及心性。这两方面同等重要，但是在投资实践中，很多人更注重科学的一面而忽视艺术的一面，导致出现一些不该发生的悲剧。检索投资史，我们不难看到，成功的投资家往往也是认知及心性的大师，比如沃伦·巴菲特、查理·芒格、约翰·邓普顿等，而曾经一时辉煌，后来却...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/rhJPdRl_IyL1FwPKWv4BiQ?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%7D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ab1815ec48bd4c5f20d5928cc3337253","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/rhJPdRl_IyL1FwPKWv4BiQ?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%7D","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160700050","content_text":"财富观的背后是人生观。投资是科学与艺术的结合，投资的科学指的是宏观大势研判、行业和企业的基本面研究、估值这些可以“计算”的方面，投资的艺术则有关于认知及心性。这两方面同等重要，但是在投资实践中，很多人更注重科学的一面而忽视艺术的一面，导致出现一些不该发生的悲剧。检索投资史，我们不难看到，成功的投资家往往也是认知及心性的大师，比如沃伦·巴菲特、查理·芒格、约翰·邓普顿等，而曾经一时辉煌，后来却一败涂地的投资家往往不是败于科学，而是败于认知，比如著名的华尔街股票作手利弗莫尔以及由多名诺贝尔奖得主组成的长期资本管理公司。甚至连牛顿这样的科学巨匠也在股票投资中巨亏，最终发出那句著名的浩叹：“我可以计算出天体运行的轨迹，却难以预料到人性的疯狂！”我们每个人都有认知和心性的缺陷，这是由我们基因进化的进程所决定的。那么，在投资中都有哪些认知误区主导我们的行为呢？大致有这么12个，想要投资成功就必须破解者12大认知误区。一、 过度自信多数人都会犯过度自信的毛病。一项研究对被试者进行了胆固醇测试，数月后追踪被试者对测试结果的记忆情况。测试结果表明，胆固醇偏高、最有可能患病的被试者记错测试结果的概率最高。在他们的记忆中，测试结果比实际结果更好，也就是他们自认为比较健康，而实际情况要坏的多。心理学家发起的不同心理测试，反映出大同小异的结果：82%的司机认为自己的驾驶技术高于平均水平；84%的法国男人声称自己是高出平均水准的好情人；2994个公司创始人们认为自己创业成功的几率为70%，但他们却认为别人创业成功的几率只有39%。90%的股民认为自己的炒股水平比别人高。甚至大多数吸烟者认为，他们染上与吸烟相关疾病的风险也要比别人小。我们的过度自信还表现在当我们取得成功的时候，往往相信这是来源于自己的能力；当失败时，又往往把责任归咎于运气、环境或者他人。简言之，每个人似乎都认为自己是属于统计数据以外的人，或者说是命运垂青的幸运儿。对此，18世纪英国诗人爱德华·杨讽刺道：“每个人都相信人终有一死，除了他自己”。亚当·斯密也曾写过：“绝大多数人对自己的能力和对自己会交好运的愚蠢假设过分自负”。然而真相是残酷的。我们尊敬的芒格先生也是一位不留情面的“毒舌先生”，他曾辛辣点评：“生活中亘古不变的规律是，只有20%的人能跻身前五分之一。”二、 贪婪与嫉妒我们每个人多多少少都具有贪婪的缺点，而嫉妒则是贪婪的孪生兄弟。它们对投资有十分直接的坏影响。《金融危机史》作者金德尔伯格有一句话十分经典，他说：“最令人烦心、最令人头疼的事莫过于看到朋友发大财”。霍华德·马克斯也说过类似的话：“嫉妒比贪婪更具负面影响，是人性里危害最大的一个方面。投资者大多难以接受别人赚钱比自己多这一事实。”为什么股市里羊群效应特别强大，很重要的原因就是看到周边的人赚了钱，在羡慕嫉妒心理的驱动下走向了追涨之路。这样的心理刺激连牛顿、马克·吐温这样杰出聪明的人也都难以避免。尤其在当今的自媒体时代，一夜暴富的财富故事天天占据着人们的眼球，贪婪与嫉妒就如同插上了会飞的翅膀，“树欲静而风不止”，不贪不妒何其难！三、急于求成在财富领域，人性着急的特征体现的更为突出。一笔钱放进股市，恨不得下一分钟股票就上涨。年化10%的收益都嫌不过瘾，最好每年都能翻翻。凯恩斯说：“人类本能地渴望立竿见影的效果，在快速赚钱上尤其热情。”股民之着急有时甚于猴子。买入一只股票之后就频繁打开行情软件，不停地查看股价走势，或者频繁查看账户。美国有部著名的电视剧叫《宋飞正传》，在这部剧里，宋飞买了一只垃圾股，然后忍不住频繁关注股价，从早关注到晚。当他拿过一份报纸时，他的约会对象告诉他：“这只股票和你之前查看时的价格一样，市场收盘后没有变化，还在下跌。”他则回应道：“我知道，但这是另一份报纸。呃，我想也许它有不同的……消息来源”。据《金钱》杂志的一项调查，22%的投资者表示自己每天都会查看自己投资的股票的价格，49%的人每周至少查看一次。神经科学研究证明，每当我们得到一点奖励，我们的一些神经元就会产生出多巴胺，多巴胺让我们感到愉悦。所以，人们习惯性地喜欢获得正面的新信息、获取他人的赞赏或者物质鼓励（哪怕是一点点微不足道的小礼物），如果我所买的股票每看一次都在上涨，每次打开交易账户代表财富的数字都往上跳了一下，这简直是再令人开心不过了。四、禀赋效应“禀赋效应”是指一旦某个人拥有某个物品，那么他对该物品价值的评价要比没有拥有的时候大大提高。连以理性著称的大经济学家也不能避免这样的心理误区。比如芝加哥大学商学院院长理查德·罗塞特就是如此。理查德·罗塞特非常喜欢红酒，他时常会从拍卖会上买葡萄酒，但无论质量如何，一般出价不会超过35美元一瓶。但是对于他自己收藏的葡萄酒，即使对方出价高达100美元一瓶，他也不会卖。投资中这种现象也十分常见，本来你并不了解一只股票，但是经过朋友或者专家推荐，你买了这支股票，从那一刻开始你便对这支股票情有独钟。巴菲特讽刺过这种现象：“股票并不知道谁是它的主人。但你却对它寄予了太多的七情六欲：你清清楚楚记得以什么价位买进，你还清楚地记得谁透露了一些小道消息——感情五味杂陈。”然而，盲目的偏爱可能是亏损的开始。五、锚定效应“锚定效应”是指人们在进行判断时常常过分看重那些显著的、难忘的证据。我们时常被第一个听到的数字、第一次见到的场景所锚定，之后在进行选择时总是难以摆脱以它们为参照，哪怕这个“锚”只是随机假定的。自然学家康拉德·沃伦茨在一次实验中无意被刚出壳的幼鹅们第一眼看到，它们从此就一直紧跟着他直到长大。他被幼鹅们当做妈妈了！“幼鹅效应”也是“锚定效应”的一种。多数人都生活在相对的世界里，即都需要一个参照以确立自己的价值或为自己的行动提供指南。“刻舟求剑”中，愚弄那个渡客的参照点就是那道划痕。在投资中，我们是怎样确立参照点的？卡尼曼和特沃斯基通过研究发现，参考点与几个因素有关，第一个也是最重要的一个是历史水平，比如成本价或者历史最高价、历史最低价；第二个参考点是期望值，也就是你的预期价位。比如你买进一只股票希望它涨到20元，20元便是期望值。参考点也可能与身边人的决策有关，比如你的朋友以20元的价格买入某支股票，你便以此为参照。这也被称为决策的同群效应。追涨的时候我们内心中的参考点很可能是历史极值，“突破历史最高价我就卖”是内心的潜台词；抄底的时候我们内心的参照点是历史最低价，“跌破最低价我就买”是内心的潜台词；而售赢持亏的时候我们的内心参考价则是成本价，此时的内心潜台词变成“回到成本价我就卖”。六、损失厌恶心理学界有一个专门的理论来解释心理感受的不对称现象，也就是“损失厌恶”。丹尼尔·卡尼曼在《思考快与慢》一书中给出过这样一个例子：用抛硬币来打赌：如果是背面，你会输掉100美元。如果是正面，你会赢得150美元。这个赌局看起来挺吸引人，因为赌局的预期值明显对你有利。然而，大多数人仍不愿意参与这样的游戏，原因便是卡尼曼所总结的，对于大多数人来说，失去100美元的恐惧比得到150美元的愿望更强烈。现在将这个赌局调整一下，把硬币是正面的赚钱数值从150美元改为200美元，结果又如何？统计显示，这次很多人表示愿意参加这样的赌局。也就是说多数人的“损失厌恶系数”是2。通俗地解释一下：亏损对人的心理刺激强度是同等规模盈利的两倍，或者说，失去所带给人的痛苦强度是得到所带来愉悦感的两倍。这就是损失厌恶。由于损失厌恶心理，我们往往会在投资中犯下“售赢持亏”的毛病，在盈利的时候赶紧落袋为安，在亏损的时候却死死拿住，这样很可能加剧了亏损。七、过度恐惧恐惧的产生是有深刻的进化学依据的。它是人类先祖留给我们的情绪遗产之一。前文讨论过，在原始丛林社会里，人类的先祖为了生存必须保持乐观甚至有时展现出过度自信的一面。但事情也有两面，在非迫不得已的情况下，他们也会选择躲避。毕竟当时的环境危机四伏，随时可以因为猛兽、毒蛇甚至人类自己的残杀失去性命。面对这些危险的时候，谁最快做出逃跑的反应谁便获得了生机。科学作家拉什·多兹尔在《恐惧本身》这本书中写道:“恐惧是人类的基本情感，因为生命是人类活动的基础。如果我们死了，那任何事都与我们无关了。”生存是最高的法则，恐惧意识最强的人反应最快，于是他们存活了下来，也将这种情绪代代相传。  这一进化史留下了生理学的证明。在我们大脑深处，和耳朵顶部平齐的地方，大脑颞叶内侧左右对称分布的两个形似杏仁的神经元聚集组织，叫做杏仁体。研究普遍认为，大脑杏仁体是恐惧记忆建立的神经中枢，帮助我们逃避危险。杏仁体反应速度快到只有12毫秒，比眨眼的速度还快25倍。过度恐惧在股市中市场有所体现，它会导致投资者杀跌出局。八、羊群效应生活中有许多“从众效应”。有一个有趣的实验：一个不知情的被测试者A先走进电梯间，按照正常模式，面对电梯门站立。然后，另外两个知情的实验者B、C先后进入电梯，但都背向电梯门站立。A变得有点不安起来，并开始犹豫是否该转过身去。然后又进来一个知情者D，采取与B、C一样的站姿，A心里感到奇怪，但短暂犹豫后，也转过身去以保持与其他三个人一致。人类一般不会直指自己的愚蠢，但会找一款动物来做暗喻，前面我们已经讽刺过鸵鸟，这次轮到绵羊了。羊群是一种很散乱的组织，平时在一起也喜欢盲目地左冲右撞，但一旦有一只头羊动起来，其他的羊就会不假思索地一哄而上，哪怕头羊跳下悬崖，后面的羊也会毫不犹豫的跟随跳下去。这就是著名的“羊群效应”。股市中“羊群效应”非常突出，这导致人们追涨杀跌。九、线性思维线性思维思维以一种直线的、均匀的、不变的、单一的思维方式看待问题，一切都随着初始条件的给定而给定。人类看到的第一只天鹅是白色的，第二只、第三只……都是白色，于是便认为天下所有的天鹅都是白色的。但是这样的“眼见为实”并不可靠，正如塔勒布所总结的：“1000 天并不能证明你是正确的，但1天就能证明你是错误的。”或者哲学家卡尔·波普尔所指出的：“不管我们已经观察到多少只白天鹅，也不能证明这样的结论：所有天鹅都是白的。只要看见一只黑天鹅就可以驳倒它。”股票投资中有“三根阳线改变信仰”一说，正是线性思维的典型表现。本来市场一直处于震荡之中，投资者普遍迷茫，但是由于特定事件或者其他因素影响，股指连续涨了三天，于是人心振奋，纷纷追加仓位。反之则是“三根阴线改变信仰”。十、故事思维人类天性天生喜欢听故事。股市某种程度上是被故事或者说叙事推动的，故事和叙事改变着人们的心理预期，心理预期导致了股市的涨跌。正如《仅仅是昨天——从大繁荣到大萧条》一书作者弗雷德里克·刘易斯·艾伦总结的好：“繁荣不仅是经济形势，也是一种心理状态。大牛市不仅是商业周期的顶峰，也是美国民众的思想和情感周期的顶峰。在这个国度，几乎每个人的生活态度都受到大牛市的感染，如今他们也受到希望瞬间破灭的打击。随着大牛市和繁荣时代悄然远去，美国人发现自己的生活环境有所改变，需要新的调整、新的观念、新的思想习惯和新的价值观念。”故事容易深入人心，许多投资者会被故事所捕获，结果在市场疯狂时被卷入旋涡，又在市场暴跌中推入悬崖。可见，简单的故事思维要不得。十一、漠视非对称风险在股市中，均值终将回归，但是关键在于时间，如果你没有足够的实力或者耐心等到回归的那一天，悲剧也同样难以避免。投资史上著名的老虎基金在1998年8月全盛时期管理的资产多达220亿美元,比索罗斯的量子基金还高出一大截，是当时规模最大的对冲基金，其创始人罗伯逊因此被人们推为华尔街最具影响力的人物。也是在那一年，股市进入到了科网泡沫之中，科技股鸡犬升天，坚持价值投资的罗伯逊按照自己的标准买入大量的“旧经济”股份,而这些股份由于市场资金流入“新经济”股而持续大跌，如他持有逾22%股权的美国航空,在12个月内失去近5成的市值。另一方面，他利用杠杆卖空没有盈利的科技网络股,先后沽空了两大热门股份LucentTech和MicronTech，却遭遇重大损失。2000年第一季度，由于亏损严重，投资者共撤走了77亿美元，给了老虎基金最致命的一击。然而也就是在2000年3月，科网泡沫开始松动，随后破灭。均值终于回归，但是老虎基金已经无力回天。世界分为两个，一个是物理世界，一个是非物理世界。说世界是对称的并不错，但是需要将其限定在物理世界。如果放到非物理世界，比如经济、金融、股市当中，这个命题就不一定成立了。股票市场虽有它的周期性，然而它的周期不像物理世界那样是对称的，相反，它是非对称的。投资，既要重视周期和均值回归，同时也要当心这种非对称性风险。十二、德不配财突然获得巨额财富甚至还常常成为人生幸福的大敌。检索国内外那些彩票获得头奖的人，他们真实的人生经历经常让人唏嘘。面对“天上掉下的馅饼”，他们往往会选择大肆挥霍，或纵情声色，或经不住别人的诱惑，盲目投资。最后不仅血本无归，钱财散尽，还往往弄得妻离子散，最惨痛的自杀身亡。据美国国家经济研究局的一项调查显示，近20年来，欧美的大多数头奖得主在中奖后不到5年内，因挥霍无度等原因变得穷困潦倒。该项调查同时显示，美国彩票中奖者的破产率每年高达75%，每年12名中奖者当中就有9名破产。如果不具备健康的财富观，那么很可能会应了哲学家叔本华的诅咒：“财富就像海水一样，你喝得越多，变得越渴。”而财富观背后是人生观，德不配财，反遭其害。","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372276479697000,"gmtCreate":1731896844714,"gmtModify":1731896846578,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372276479697000","repostId":"2463023604","repostType":2,"repost":{"id":"2463023604","kind":"highlight","pubTimestamp":1724917489,"share":"https://www.laohu8.com/m/news/2463023604?lang=&edition=full","pubTime":"2024-08-29 15:44","market":"us","language":"en","title":"VNM: Vietnam Stocks Cheap, But Among The Worst Spots Globally Recently","url":"https://stock-news.laohu8.com/highlight/detail?id=2463023604","media":"seekingalpha","summary":"I maintain a hold rating on the VanEck Vietnam ETF due to its low valuation but weak momentum and technicals.VNM has significant exposure to Real Estate and Financials, sectors sensitive to interest rate changes, and lacks Information Technology exposure.The ETF's concentrated portfolio and high historical volatility present elevated risks, despite a low price-to-earnings ratio and high long-term EPS growth rate.Technical analysis shows VNM struggling near multi-year lows with potential support between $11 and $12, but overall weak technical indicators.   Khoa Nguyen/E+ via Getty Images Global stocks are broadly higher in the past year. The S&P 500 is up about 30% total return over the last 12 months, while the all-country world ex-US index has returned more than 18%. But there have been a handful of big losers, many of which are small emerging-market country stock markets. I’m revisiting the VanEck Vietnam ETF . It is the second-worst country fund tracked by Seeking Alpha’s country ET","content":"<html><body><ul><li>I maintain a hold rating on the VanEck Vietnam ETF due to its low valuation but weak momentum and technicals.</li><li>VNM has significant exposure to Real Estate and Financials, sectors sensitive to interest rate changes, and lacks Information Technology exposure.</li><li>The ETF's concentrated portfolio and high historical volatility present elevated risks, despite a low price-to-earnings ratio and high long-term EPS growth rate.</li><li>Technical analysis shows VNM struggling near multi-year lows with potential support between $11 and $12, but overall weak technical indicators.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" 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/1756133188/image_1756133188.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1756133188/image_1756133188.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1756133188/image_1756133188.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1756133188/image_1756133188.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1756133188/image_1756133188.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1756133188/image_1756133188.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1756133188/image_1756133188.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1756133188/image_1756133188.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1756133188/image_1756133188.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Khoa Nguyen/E+ via Getty Images</p></figcaption></figure></p> <p><span>Global stocks are broadly higher in the past year. The S&amp;P 500 is up about 30% total return over the last 12 months, while the all-country world ex-US index has returned more than 18%. But there have been<span> a handful of big losers, many of which are small emerging-market country stock markets.</span></span></p> <p><span>I’m revisiting the VanEck Vietnam ETF (<span>BATS:VNM</span>). It is the second-worst country fund tracked by Seeking Alpha’s country ETF page. Shares are lower by more than 13% from this time in 2023. The reason? Major losses in its two biggest positions, Vinhomes JSC and Vingroup JSC. The Financials and Real Estate heavy product features a low valuation and a precarious technical situation.</span></p> <p><span>I </span><span>reiterate</span><span> a hold rating on VNM. While I like the valuation, weak momentum remains a concern. I issued a hold on the<span> ETF in October 2023, and shares are up just 4% total return, compared with a 33% gain in the S&amp;P 500 Total Return Index.</span></span></p> <h2>Vietnam Is the Second-Weakest Country ETF YoY</h2> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/28/36131525-172486627827841.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <p><span>According to the </span><span>issuer</span><span>, VNM seeks to track the price and yield performance of the MarketVector Vietnam Local Index, which tracks shares of Vietnamese companies. VanEck notes that Vietnam is among the world's most populous nations where 58% of the population is working age with an average age of 32 and that VNM is the largest and most liquid U.S. ETF offering exposure to Vietnamese companies, providing a convenient way to customize international exposure.</span></p> <p><span>VNM remains a small ETF and has lost assets under management in the past 10 months. Total AUM is now $505 million. Its </span><span>annual expense ratio is elevated</span><span> at 0.70% while VNM’s trailing 12-month </span><span>dividend yield is very high</span><span> at 6.1%. But with poor </span><span>share-price momentum</span><span>, I see the yield as a bit of a value trap indicator rather than a compelling value signal. </span></p> <p><span>What’s more, the ETF’s </span><span>Grade on Risk</span><span> is weak given high historical volatility trends and a concentrated portfolio. </span><span>Liquidity is healthy</span><span>, however, given average daily volume of more than 600,000 shares and a median 30-day bid/ask spread of eight basis points – that's high enough to where using limit orders, particularly around the market open, is a smart move in my opinion.</span></p> <p><span>VNM’s portfolio has shifted somewhat since Q4 of 2023. Looking closer at the allocation, there’s a mixture of sizes and styles across the Morningstar style box. The plurality of positioning is seen in large-cap blend, but with more than half of the ETF invested in small- and mid-cap stocks, there are significant cyclical risks. Of course, currency plays a pivotal role, and Vietnam’s frontier-market categorization means there’s an elevated macroeconomic risk too. </span></p> <p><span>But with a low 12.7 price-to-earnings ratio, there’s a bargain case to be made, particularly considering that its long-term EPS growth rate is high, near 17%. The resulting PEG ratio is well under one. I encourage investors to weigh momentum trends before diving into this value idea.</span></p> <h2>VNM: Portfolio &amp; Factor Profiles</h2> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/28/36131525-1724866278547025.png\"/></span> </picture><figcaption><p><span>Morningstar</span></p></figcaption></figure></p> <p><span>We also find areas of concern from a risk management perspective when dissecting VNM’s sector breakdown. More than half of the fund is invested in Real Estate and Financials – two spots where interest rate changes can have a big impact. Also, growth in demand for and the availability of credit is key. </span></p> <p><span>There’s no exposure to Information Technology either, further distancing VNM from performance trends of the S&amp;P 500.</span></p> <h2>VNM: High Allocation to Local Real Estate and Financials Stocks</h2> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/28/36131525-17248662784560773.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <p><span>Seasonality is another problem spot. September and October have historically been VNM’s worst two-month stretch on the calendar. Thus, being very cautious with an entry now through early Q4 is prudent.</span></p> <h2>VNM: Weak September-October Seasonal Trends</h2> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/28/36131525-17248662785865808.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <h2><span>The Technical Take</span></h2> <p><span>VNM never rallied through the $15 to $16 range I noted last year. Notice in the chart below that shares are barely off multi-year lows, still in a heavy drawdown off the late 2021 peak above $21. There’s support, however, between $11 and $12, and it’s encouraging to see the ETF hold that level as recently as a few weeks ago. But with a falling long-term 200-day moving average, suggesting that bears control the primary trend, there’s work cut out for the bulls.</span></p> <p><span>But take a look at the RSI momentum oscillator at the top of the graph. It is now hovering at fresh highs going back to late March. That momentum upswing could portend a rise in the share price. If we see VNM rise through $13, then a measured move upside price objective to about $17.50 would be in play based on the range height from the descending triangle pattern that has been ongoing since Q3 of 2023.</span></p> <p><span>Overall, with a high amount of volume by price up to $13, shares remain in a tough technical spot overall.</span></p> <h2>VNM: Descending Triangle, Support Near $11, Momentum Bumps Up</h2> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/28/36131525-17248662785865188.png\"/></span> </picture><figcaption><p><span>Stockcharts.com</span></p></figcaption></figure></p> <h2><span>The Bottom Line</span></h2> <div></div> <p><span>I reiterate a hold rating on VNM. I see the country ETF as cheap on valuation but with a risky and concentrated allocation. Moreover, the technicals are broadly weak, and the fund is among the worst-performing areas of the global stock market in the past 12 months.</span></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>VNM: Vietnam Stocks Cheap, But Among The Worst Spots Globally Recently</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\">\nVNM: Vietnam Stocks Cheap, But Among The Worst Spots Globally Recently\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 15:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4717807-vnm-vietnam-stocks-cheap-but-among-the-worst-spots-globally-recently><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I maintain a hold rating on the VanEck Vietnam ETF due to its low valuation but weak momentum and technicals.VNM has significant exposure to Real Estate and Financials, sectors sensitive to interest ...</p>\n\n<a href=\"https://seekingalpha.com/article/4717807-vnm-vietnam-stocks-cheap-but-among-the-worst-spots-globally-recently\">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/1756133188/image_1756133188.jpg","relate_stocks":{"VNM":"VanEck VietnamETF","BK4585":"ETF&股票定投概念","FDN":"First Trust Dow Jones Internet I","BK4550":"红杉资本持仓","BK4588":"碎股"},"source_url":"https://seekingalpha.com/article/4717807-vnm-vietnam-stocks-cheap-but-among-the-worst-spots-globally-recently","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2463023604","content_text":"I maintain a hold rating on the VanEck Vietnam ETF due to its low valuation but weak momentum and technicals.VNM has significant exposure to Real Estate and Financials, sectors sensitive to interest rate changes, and lacks Information Technology exposure.The ETF's concentrated portfolio and high historical volatility present elevated risks, despite a low price-to-earnings ratio and high long-term EPS growth rate.Technical analysis shows VNM struggling near multi-year lows with potential support between $11 and $12, but overall weak technical indicators.   Khoa Nguyen/E+ via Getty Images Global stocks are broadly higher in the past year. The S&P 500 is up about 30% total return over the last 12 months, while the all-country world ex-US index has returned more than 18%. But there have been a handful of big losers, many of which are small emerging-market country stock markets. I’m revisiting the VanEck Vietnam ETF (BATS:VNM). It is the second-worst country fund tracked by Seeking Alpha’s country ETF page. Shares are lower by more than 13% from this time in 2023. The reason? Major losses in its two biggest positions, Vinhomes JSC and Vingroup JSC. The Financials and Real Estate heavy product features a low valuation and a precarious technical situation. I reiterate a hold rating on VNM. While I like the valuation, weak momentum remains a concern. I issued a hold on the ETF in October 2023, and shares are up just 4% total return, compared with a 33% gain in the S&P 500 Total Return Index. Vietnam Is the Second-Weakest Country ETF YoY   Seeking Alpha According to the issuer, VNM seeks to track the price and yield performance of the MarketVector Vietnam Local Index, which tracks shares of Vietnamese companies. VanEck notes that Vietnam is among the world's most populous nations where 58% of the population is working age with an average age of 32 and that VNM is the largest and most liquid U.S. ETF offering exposure to Vietnamese companies, providing a convenient way to customize international exposure. VNM remains a small ETF and has lost assets under management in the past 10 months. Total AUM is now $505 million. Its annual expense ratio is elevated at 0.70% while VNM’s trailing 12-month dividend yield is very high at 6.1%. But with poor share-price momentum, I see the yield as a bit of a value trap indicator rather than a compelling value signal.  What’s more, the ETF’s Grade on Risk is weak given high historical volatility trends and a concentrated portfolio. Liquidity is healthy, however, given average daily volume of more than 600,000 shares and a median 30-day bid/ask spread of eight basis points – that's high enough to where using limit orders, particularly around the market open, is a smart move in my opinion. VNM’s portfolio has shifted somewhat since Q4 of 2023. Looking closer at the allocation, there’s a mixture of sizes and styles across the Morningstar style box. The plurality of positioning is seen in large-cap blend, but with more than half of the ETF invested in small- and mid-cap stocks, there are significant cyclical risks. Of course, currency plays a pivotal role, and Vietnam’s frontier-market categorization means there’s an elevated macroeconomic risk too.  But with a low 12.7 price-to-earnings ratio, there’s a bargain case to be made, particularly considering that its long-term EPS growth rate is high, near 17%. The resulting PEG ratio is well under one. I encourage investors to weigh momentum trends before diving into this value idea. VNM: Portfolio & Factor Profiles   Morningstar We also find areas of concern from a risk management perspective when dissecting VNM’s sector breakdown. More than half of the fund is invested in Real Estate and Financials – two spots where interest rate changes can have a big impact. Also, growth in demand for and the availability of credit is key.  There’s no exposure to Information Technology either, further distancing VNM from performance trends of the S&P 500. VNM: High Allocation to Local Real Estate and Financials Stocks   Seeking Alpha Seasonality is another problem spot. September and October have historically been VNM’s worst two-month stretch on the calendar. Thus, being very cautious with an entry now through early Q4 is prudent. VNM: Weak September-October Seasonal Trends   Seeking Alpha The Technical Take VNM never rallied through the $15 to $16 range I noted last year. Notice in the chart below that shares are barely off multi-year lows, still in a heavy drawdown off the late 2021 peak above $21. There’s support, however, between $11 and $12, and it’s encouraging to see the ETF hold that level as recently as a few weeks ago. But with a falling long-term 200-day moving average, suggesting that bears control the primary trend, there’s work cut out for the bulls. But take a look at the RSI momentum oscillator at the top of the graph. It is now hovering at fresh highs going back to late March. That momentum upswing could portend a rise in the share price. If we see VNM rise through $13, then a measured move upside price objective to about $17.50 would be in play based on the range height from the descending triangle pattern that has been ongoing since Q3 of 2023. Overall, with a high amount of volume by price up to $13, shares remain in a tough technical spot overall. VNM: Descending Triangle, Support Near $11, Momentum Bumps Up   Stockcharts.com The Bottom Line  I reiterate a hold rating on VNM. I see the country ETF as cheap on valuation but with a risky and concentrated allocation. Moreover, the technicals are broadly weak, and the fund is among the worst-performing areas of the global stock market in the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372265872736512,"gmtCreate":1731894379875,"gmtModify":1731894381495,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$&nbsp;</a> 又是10合一的节奏","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$&nbsp;</a> 又是10合一的节奏","text":"$Bionano Genomics(BNGO)$ 又是10合一的节奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372265872736512","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360557723701264,"gmtCreate":1729045084574,"gmtModify":1729045086378,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360557723701264","repostId":"1190194768","repostType":2,"repost":{"id":"1190194768","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1729044236,"share":"https://www.laohu8.com/m/news/1190194768?lang=&edition=full","pubTime":"2024-10-16 10:03","market":"hk","language":"zh","title":"新股公告 | 地平线机器人启动招股，阿里百度为基石投资者","url":"https://stock-news.laohu8.com/highlight/detail?id=1190194768","media":"老虎资讯综合","summary":"本周三（10月16日）， $地平线机器人－Ｗ(09660)$  发布公告，将于10月16日-10月21日招股，公司拟发售13.55亿股股份，香港发售占10%，国际发售占90%，另有15%超额配股权。此次招股每股发售价3.73-3.99港元，每手600股，入场费2418.14港元，高盛、摩根士丹利、中信建投国际为联席保荐人，预期将于10月24日挂牌上市。","content":"<html><head></head><body><p>本周三（10月16日）， <a href=\"https://laohu8.com/S/09660\">地平线机器人－Ｗ</a> 发布公告，将于10月16日-10月21日招股，公司拟发售13.55亿股股份，香港发售占10%，国际发售占90%，另有15%超额配股权。</p><p>此次招股每股发售价3.73-3.99港元，每手600股，入场费2418.14港元，高盛、摩根士丹利、中信建投国际为联席保荐人，预期将于10月24日挂牌上市。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94e73a5d06d24eb7f0dbb26c1148327a\" title=\"\" tg-width=\"568\" tg-height=\"453\"/></p><p>公司是市场领先的乘用车高级辅助驾驶和高阶自动驾驶解决方案供应商，拥有专有的软硬件技术。该公司的解决方案整合了算法、专用的软件和处理硬件，为高级辅助和高阶自动驾驶提供核心技术，从而提高驾驶员和乘客的安全性和体验感。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5996cf690e61b30d1a3434ad2b835d9f\" title=\"\" tg-width=\"1194\" tg-height=\"654\"/></p><p style=\"text-align: justify;\">根据灼识咨询，自2021年大规模量产解决方案起，按解决方案总装机量计算，地平线是首家且每年均为最大的提供前装量产的高级辅助驾驶和高阶自动驾驶解决方案的中国公司。</p><p style=\"text-align: justify;\">按2023年及2024年上半年解决方案总装机量计算，地平线在中国所有全球高级辅助驾驶和高阶自动驾驶解决方案提供商中排名第四，市场份额分别为9.3%及15.4%。</p><p>得益于近年来快速的技术发展及高涨的消费者需求，高级辅助驾驶功能在当今汽车中变得越来越普遍。根据灼识咨询的资料，2023年全球及中国的高级辅助驾驶渗透率均超过50%。</p><p>根据灼识咨询的资料，全球高级辅助驾驶和高阶自动驾驶解决方案市场规模在2023年已达619亿元，并预计将以49.2%的复合年增长率在2030年增长至10171亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90cd3c73d41fb1e96d0cfdf266c8ae6d\" title=\"\" tg-width=\"1515\" tg-height=\"961\"/></p><p>财务数据方面，2023年收入近16亿元，近三年的收入复合增长率达82.3%，实现规模化增长。2023年，地平线五大客户产生的收入总额为10.67亿元，占收入的68.8%。</p><p>中国造车新势力中的翘楚理想公司也是地平线的重要客户，据招股书显示，Horizon Pilot助力理想L9、 L8及L7系列建立了其目前中国市场销量领先的智能汽车的地位。</p><p>公司此次IPO吸引了境内外众多知名机构投资者的参与，阿里巴巴、百度和一家宁波市政府基金为基石投资者，认购总额达到约2.2亿美元（约17亿港元）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf7ef7b78f732959cfbe6bdc6f600316\" tg-width=\"987\" tg-height=\"703\"/></p><p><br/></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>新股公告 | 地平线机器人启动招股，阿里百度为基石投资者</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; 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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新股公告 | 地平线机器人启动招股，阿里百度为基石投资者\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-16 10:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周三（10月16日）， <a href=\"https://laohu8.com/S/09660\">地平线机器人－Ｗ</a> 发布公告，将于10月16日-10月21日招股，公司拟发售13.55亿股股份，香港发售占10%，国际发售占90%，另有15%超额配股权。</p><p>此次招股每股发售价3.73-3.99港元，每手600股，入场费2418.14港元，高盛、摩根士丹利、中信建投国际为联席保荐人，预期将于10月24日挂牌上市。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94e73a5d06d24eb7f0dbb26c1148327a\" title=\"\" tg-width=\"568\" tg-height=\"453\"/></p><p>公司是市场领先的乘用车高级辅助驾驶和高阶自动驾驶解决方案供应商，拥有专有的软硬件技术。该公司的解决方案整合了算法、专用的软件和处理硬件，为高级辅助和高阶自动驾驶提供核心技术，从而提高驾驶员和乘客的安全性和体验感。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5996cf690e61b30d1a3434ad2b835d9f\" title=\"\" tg-width=\"1194\" tg-height=\"654\"/></p><p style=\"text-align: justify;\">根据灼识咨询，自2021年大规模量产解决方案起，按解决方案总装机量计算，地平线是首家且每年均为最大的提供前装量产的高级辅助驾驶和高阶自动驾驶解决方案的中国公司。</p><p style=\"text-align: justify;\">按2023年及2024年上半年解决方案总装机量计算，地平线在中国所有全球高级辅助驾驶和高阶自动驾驶解决方案提供商中排名第四，市场份额分别为9.3%及15.4%。</p><p>得益于近年来快速的技术发展及高涨的消费者需求，高级辅助驾驶功能在当今汽车中变得越来越普遍。根据灼识咨询的资料，2023年全球及中国的高级辅助驾驶渗透率均超过50%。</p><p>根据灼识咨询的资料，全球高级辅助驾驶和高阶自动驾驶解决方案市场规模在2023年已达619亿元，并预计将以49.2%的复合年增长率在2030年增长至10171亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90cd3c73d41fb1e96d0cfdf266c8ae6d\" title=\"\" tg-width=\"1515\" tg-height=\"961\"/></p><p>财务数据方面，2023年收入近16亿元，近三年的收入复合增长率达82.3%，实现规模化增长。2023年，地平线五大客户产生的收入总额为10.67亿元，占收入的68.8%。</p><p>中国造车新势力中的翘楚理想公司也是地平线的重要客户，据招股书显示，Horizon Pilot助力理想L9、 L8及L7系列建立了其目前中国市场销量领先的智能汽车的地位。</p><p>公司此次IPO吸引了境内外众多知名机构投资者的参与，阿里巴巴、百度和一家宁波市政府基金为基石投资者，认购总额达到约2.2亿美元（约17亿港元）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf7ef7b78f732959cfbe6bdc6f600316\" tg-width=\"987\" tg-height=\"703\"/></p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"09660":"地平线机器人-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190194768","content_text":"本周三（10月16日）， 地平线机器人－Ｗ 发布公告，将于10月16日-10月21日招股，公司拟发售13.55亿股股份，香港发售占10%，国际发售占90%，另有15%超额配股权。此次招股每股发售价3.73-3.99港元，每手600股，入场费2418.14港元，高盛、摩根士丹利、中信建投国际为联席保荐人，预期将于10月24日挂牌上市。公司是市场领先的乘用车高级辅助驾驶和高阶自动驾驶解决方案供应商，拥有专有的软硬件技术。该公司的解决方案整合了算法、专用的软件和处理硬件，为高级辅助和高阶自动驾驶提供核心技术，从而提高驾驶员和乘客的安全性和体验感。根据灼识咨询，自2021年大规模量产解决方案起，按解决方案总装机量计算，地平线是首家且每年均为最大的提供前装量产的高级辅助驾驶和高阶自动驾驶解决方案的中国公司。按2023年及2024年上半年解决方案总装机量计算，地平线在中国所有全球高级辅助驾驶和高阶自动驾驶解决方案提供商中排名第四，市场份额分别为9.3%及15.4%。得益于近年来快速的技术发展及高涨的消费者需求，高级辅助驾驶功能在当今汽车中变得越来越普遍。根据灼识咨询的资料，2023年全球及中国的高级辅助驾驶渗透率均超过50%。根据灼识咨询的资料，全球高级辅助驾驶和高阶自动驾驶解决方案市场规模在2023年已达619亿元，并预计将以49.2%的复合年增长率在2030年增长至10171亿元。财务数据方面，2023年收入近16亿元，近三年的收入复合增长率达82.3%，实现规模化增长。2023年，地平线五大客户产生的收入总额为10.67亿元，占收入的68.8%。中国造车新势力中的翘楚理想公司也是地平线的重要客户，据招股书显示，Horizon Pilot助力理想L9、 L8及L7系列建立了其目前中国市场销量领先的智能汽车的地位。公司此次IPO吸引了境内外众多知名机构投资者的参与，阿里巴巴、百度和一家宁波市政府基金为基石投资者，认购总额达到约2.2亿美元（约17亿港元）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358120962330760,"gmtCreate":1728450559499,"gmtModify":1728450561305,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358120962330760","repostId":"1145913583","repostType":2,"repost":{"id":"1145913583","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728450368,"share":"https://www.laohu8.com/m/news/1145913583?lang=&edition=full","pubTime":"2024-10-09 13:06","market":"hk","language":"zh","title":"港股、A股、A50午后拉升！创业板跌幅收窄至1.5%，恒生科技指数超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145913583","media":"老虎资讯综合","summary":"10月9日，港股短线拉升，恒生科技指数现涨2%，此前一度跌超4%。恒指涨超1%，此前一度跌超3%。","content":"<html><head></head><body><p>10月9日，港股短线拉升，恒生科技指数现涨超3%，此前一度跌超4%。恒指涨超2%，此前一度跌超3%；A股三大股指午后走强，创业板指再度拉升，跌幅收窄至1.5%，沪指现跌2.5%；富时中国A50指数期货涨近1%，此前一度跌超4%。</p><p>消息面：国务院新闻办公室将于2024年10月12日（星期六）上午10时举行新闻发布会，请财政部部长蓝佛安介绍“加大财政政策逆周期调节力度、推动经济高质量发展”有关情况，并答记者问。</p><p>此外，中国人民银行网站今日消息，中国人民银行、财政部建立联合工作组，并于近日召开工作组首次正式会议。中国人民银行党委委员、副行长宣昌能，财政部党组成员、副部长廖岷出席会议并讲话。会议充分肯定了前期双方在央行国债买卖方面的紧密合作，确立了工作组运行机制，并就债券市场运行情况等议题互换了意见。双方一致认为央行国债买卖是丰富货币政策工具箱、加强流动性管理的重要手段。下一步，要统筹发展和安全，继续加强政策协同，不断优化相关制度安排，在规范中维护债券市场平稳发展，为央行国债买卖操作提供适宜的市场环境。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f725b9c7e62df70c7c8f4295cc40729\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec08ec44431c61e2493b56bd528bbc05\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d114431202d639763f79f8b5f6b5d2\" 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>港股、A股、A50午后拉升！创业板跌幅收窄至1.5%，恒生科技指数超3%</title>\n<style 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13:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月9日，港股短线拉升，恒生科技指数现涨超3%，此前一度跌超4%。恒指涨超2%，此前一度跌超3%；A股三大股指午后走强，创业板指再度拉升，跌幅收窄至1.5%，沪指现跌2.5%；富时中国A50指数期货涨近1%，此前一度跌超4%。</p><p>消息面：国务院新闻办公室将于2024年10月12日（星期六）上午10时举行新闻发布会，请财政部部长蓝佛安介绍“加大财政政策逆周期调节力度、推动经济高质量发展”有关情况，并答记者问。</p><p>此外，中国人民银行网站今日消息，中国人民银行、财政部建立联合工作组，并于近日召开工作组首次正式会议。中国人民银行党委委员、副行长宣昌能，财政部党组成员、副部长廖岷出席会议并讲话。会议充分肯定了前期双方在央行国债买卖方面的紧密合作，确立了工作组运行机制，并就债券市场运行情况等议题互换了意见。双方一致认为央行国债买卖是丰富货币政策工具箱、加强流动性管理的重要手段。下一步，要统筹发展和安全，继续加强政策协同，不断优化相关制度安排，在规范中维护债券市场平稳发展，为央行国债买卖操作提供适宜的市场环境。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f725b9c7e62df70c7c8f4295cc40729\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec08ec44431c61e2493b56bd528bbc05\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d114431202d639763f79f8b5f6b5d2\" 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/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145913583","content_text":"10月9日，港股短线拉升，恒生科技指数现涨超3%，此前一度跌超4%。恒指涨超2%，此前一度跌超3%；A股三大股指午后走强，创业板指再度拉升，跌幅收窄至1.5%，沪指现跌2.5%；富时中国A50指数期货涨近1%，此前一度跌超4%。消息面：国务院新闻办公室将于2024年10月12日（星期六）上午10时举行新闻发布会，请财政部部长蓝佛安介绍“加大财政政策逆周期调节力度、推动经济高质量发展”有关情况，并答记者问。此外，中国人民银行网站今日消息，中国人民银行、财政部建立联合工作组，并于近日召开工作组首次正式会议。中国人民银行党委委员、副行长宣昌能，财政部党组成员、副部长廖岷出席会议并讲话。会议充分肯定了前期双方在央行国债买卖方面的紧密合作，确立了工作组运行机制，并就债券市场运行情况等议题互换了意见。双方一致认为央行国债买卖是丰富货币政策工具箱、加强流动性管理的重要手段。下一步，要统筹发展和安全，继续加强政策协同，不断优化相关制度安排，在规范中维护债券市场平稳发展，为央行国债买卖操作提供适宜的市场环境。","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357584947146768,"gmtCreate":1728302985773,"gmtModify":1728302987324,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"说的太对了","listText":"说的太对了","text":"说的太对了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357584947146768","repostId":"356526615679272","repostType":1,"repost":{"id":356526615679272,"gmtCreate":1728052098925,"gmtModify":1728052181525,"author":{"id":"4138621111675080","authorId":"4138621111675080","name":"小谷AI洞察","avatar":"https://static.tigerbbs.com/ed34002d87b2f93e10d511702e995ab8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138621111675080","idStr":"4138621111675080"},"themes":[],"htmlText":"<a 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天天发新闻想拉升股价，垃圾股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356526615679272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340429862101384,"gmtCreate":1724154865713,"gmtModify":1724154867343,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340429862101384","repostId":"340454206144536","repostType":1,"repost":{"id":340454206144536,"gmtCreate":1724148986631,"gmtModify":1724149407801,"author":{"id":"4107320132914470","authorId":"4107320132914470","name":"真灼财经","avatar":"https://static.tigerbbs.com/54ec1af9dc66dbb6c8710d73595d2675","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107320132914470","idStr":"4107320132914470"},"themes":[],"title":"【真灼港股动向】平安健康（01833.HK）战略业务收入同比增长19.7%","htmlText":"&nbsp; &nbsp; 真灼8月20日讯，平安健康医疗科技有限公司发布2024年中期业绩公告。面对极具波动性的市场环境，平安健康作为平安集团医疗养老生态圈的旗舰，坚定践行管理式医疗战略，强化家庭医生、养老管家两大核心枢纽建设，战略业务获得持续稳健增长。业绩报告显示，期内公司营收20.9亿元（人民币，下同），首次扭亏为盈实现盈利超6,000万，调整后净利润为近9,000万。其中，保险及金融客户端（以下简称F端）的服务收入11.2亿元，同比增长3.4%，企业端（以下简称B端）的员工健康管理服务收入达7.1亿元，同比大幅增长58.8%。此外，依托信息化、数字化及AI赋能等助力，公司资源配置效率持续优化提升，费用率同比下降17.9个百分点。 <a href=\"https://laohu8.com/S/01833\">$平安好医生(01833)$</a> &nbsp; 深化践行管理式医疗战略 战略业务稳健快速发展 &nbsp; 在平安特色的管理式医疗模式下，平安健康为平安集团旗下寿险、产险、健康险、银行等综合金融业务端（以下简称F端）的用户提供线上线下一站式、7*24小时、主动式医疗健康管理服务。期内，医险协同持续深化，升级分层服务能力，创新服务场景建设。截至2024年3月末，使用了平安集团医疗养老生态圈服务的个人综合金融客户，其客均合同数、客均AUM分别为其他个人客户的1.6倍、3.6倍。上半年，F端收入及用户数双增长、付费用户数约1,480万，同比增长约7%，收入11.2亿元，同比增长3.4%；平安健康通过“保险+医疗健康”服务场景建设，持续深化医疗健康养老服务与保险业务的协同，深度参与保单客户的健康管理。 &nbsp; 此外，企业健康管理是公司战略2.0深化的又一重要战略布局，也是公司长期增长的核心驱动力。期内在产品和服务方面，公司持续提升“易企健康”旗下“健管+”与“体检+","listText":"&nbsp; &nbsp; 真灼8月20日讯，平安健康医疗科技有限公司发布2024年中期业绩公告。面对极具波动性的市场环境，平安健康作为平安集团医疗养老生态圈的旗舰，坚定践行管理式医疗战略，强化家庭医生、养老管家两大核心枢纽建设，战略业务获得持续稳健增长。业绩报告显示，期内公司营收20.9亿元（人民币，下同），首次扭亏为盈实现盈利超6,000万，调整后净利润为近9,000万。其中，保险及金融客户端（以下简称F端）的服务收入11.2亿元，同比增长3.4%，企业端（以下简称B端）的员工健康管理服务收入达7.1亿元，同比大幅增长58.8%。此外，依托信息化、数字化及AI赋能等助力，公司资源配置效率持续优化提升，费用率同比下降17.9个百分点。 <a href=\"https://laohu8.com/S/01833\">$平安好医生(01833)$</a> &nbsp; 深化践行管理式医疗战略 战略业务稳健快速发展 &nbsp; 在平安特色的管理式医疗模式下，平安健康为平安集团旗下寿险、产险、健康险、银行等综合金融业务端（以下简称F端）的用户提供线上线下一站式、7*24小时、主动式医疗健康管理服务。期内，医险协同持续深化，升级分层服务能力，创新服务场景建设。截至2024年3月末，使用了平安集团医疗养老生态圈服务的个人综合金融客户，其客均合同数、客均AUM分别为其他个人客户的1.6倍、3.6倍。上半年，F端收入及用户数双增长、付费用户数约1,480万，同比增长约7%，收入11.2亿元，同比增长3.4%；平安健康通过“保险+医疗健康”服务场景建设，持续深化医疗健康养老服务与保险业务的协同，深度参与保单客户的健康管理。 &nbsp; 此外，企业健康管理是公司战略2.0深化的又一重要战略布局，也是公司长期增长的核心驱动力。期内在产品和服务方面，公司持续提升“易企健康”旗下“健管+”与“体检+","text":"真灼8月20日讯，平安健康医疗科技有限公司发布2024年中期业绩公告。面对极具波动性的市场环境，平安健康作为平安集团医疗养老生态圈的旗舰，坚定践行管理式医疗战略，强化家庭医生、养老管家两大核心枢纽建设，战略业务获得持续稳健增长。业绩报告显示，期内公司营收20.9亿元（人民币，下同），首次扭亏为盈实现盈利超6,000万，调整后净利润为近9,000万。其中，保险及金融客户端（以下简称F端）的服务收入11.2亿元，同比增长3.4%，企业端（以下简称B端）的员工健康管理服务收入达7.1亿元，同比大幅增长58.8%。此外，依托信息化、数字化及AI赋能等助力，公司资源配置效率持续优化提升，费用率同比下降17.9个百分点。 $平安好医生(01833)$ 深化践行管理式医疗战略 战略业务稳健快速发展 在平安特色的管理式医疗模式下，平安健康为平安集团旗下寿险、产险、健康险、银行等综合金融业务端（以下简称F端）的用户提供线上线下一站式、7*24小时、主动式医疗健康管理服务。期内，医险协同持续深化，升级分层服务能力，创新服务场景建设。截至2024年3月末，使用了平安集团医疗养老生态圈服务的个人综合金融客户，其客均合同数、客均AUM分别为其他个人客户的1.6倍、3.6倍。上半年，F端收入及用户数双增长、付费用户数约1,480万，同比增长约7%，收入11.2亿元，同比增长3.4%；平安健康通过“保险+医疗健康”服务场景建设，持续深化医疗健康养老服务与保险业务的协同，深度参与保单客户的健康管理。 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明天开盘继续暴涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298697442631976","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298255392624648,"gmtCreate":1713845056571,"gmtModify":1713845058130,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298255392624648","repostId":"1108971109","repostType":2,"repost":{"id":"1108971109","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1713843496,"share":"https://www.laohu8.com/m/news/1108971109?lang=&edition=full","pubTime":"2024-04-23 11:38","market":"hk","language":"zh","title":"港股，重磅利好！","url":"https://stock-news.laohu8.com/highlight/detail?id=1108971109","media":"券商中国","summary":"\\与此同时，重磅利好也陆续传来。港股的活水最近两天，港股比A股要强不少，其主要原因还是因为上周五的大利好。报告显示，瑞银集团将中国大陆和香港股市上调至增持，理由是尽管中国房地产和宏观形势令人担忧，但盈利仍表现强劲。政策专家表示，拜登可能会利用制裁规定的豁免权，避免制裁的严格执行。","content":"<html><head></head><body><p>香港市场快速回暖！</p><p style=\"text-align: justify;\">这几天，港股走势非常强劲。今天早盘，港股三大指数全线高开，恒生指数涨1.02%，恒生科技指数涨1.74%，恒生国企指数涨0.96%。科网股普涨，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨近5%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>涨近2%，<a href=\"https://laohu8.com/S/09898\">微博-SW</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>等跟涨。\\</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21670406cf21767b103f2e6905fe8509\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7e0b8222003504e1224bb3190fc04f0\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><strong>与此同时，重磅利好也陆续传来。</strong></p><p>首先，上周五证监会发布5项对港合作措施，包括放宽ETF产品范围、纳入REITs、支持人民币交易柜台、优化基金互认和畅通上市融资渠道。新规有助畅通互联互通机制，为香港资本市场引入资金活水、提升流动性。</p><p>其次，今天早盘，据券商中国记者获悉的一份报告，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>将中国大陆和中国香港股票评级上调至超配，将中国台湾和韩国股票评级下调至中性。此外，瑞银将中资股评级上调至超配，称在MSCI中国指数的成份股中，消费和互联网行业比重居高，随着消费出现初步回暖迹象，业绩料有更佳表现。</p><p>第三，亚太外汇震动逐渐平息。今天早盘，在日本央行行长植田和男讲话过程当中，日元逐渐走强，美元指数开始杀跌。外围金融市场近期的波动似有收敛的迹象。</p><p><strong>港股的活水</strong></p><p style=\"text-align: justify;\">最近两天，港股比A股要强不少，其主要原因还是因为上周五的大利好。昨天，腾讯控股大涨超5%，今天早盘再度大涨超2%，很大程度上也是基于流动性向好的原因。</p><p style=\"text-align: justify;\">上周五证监会发布5项对港合作措施，包括放宽ETF产品范围、纳入REITs、支持人民币交易柜台、优化基金互认和畅通上市融资渠道。新规有助畅通互联互通机制，为香港资本市场引入资金活水、提升流动性。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/601688\">华泰证券</a>表示，当前港股通ETF共8只，基金规模总计1915亿港元，简单筛选近6个月日均资产规模不低于5.5亿港元且投资区域在香港的港股ETF，新规下港股通ETF的数量或有望扩容至21只、基金规模升增至2450亿港元（原规则可比值：14只/2370亿港元）。同时，新规首次将REITs纳入沪深港通，香港11只REITs中或有3只前12个月平均流通市值、流动性等指标符合纳入标准。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/601211\">国泰君安</a>认为，沪深港通ETF纳入规模门槛下降，有助于显著增加标的数量和规模；人民币股票柜台纳入港股通，将吸引更多的人民币资金流入港股市场，并进一步提升港股交易活跃度和成交规模。此外，引入庄家机制，并配合印花税减免，将提高做市商参与套利的积极性，提高港股交易活跃度。当前港交所REITs日均成交额较低，此次将REITs纳入沪深港通措施将吸引内、外资流入，提升市场流动性。</p><p><strong>外资唱多股市</strong></p><p style=\"text-align: justify;\">今天早盘，瑞银将中国大陆和中国香港股票评级上调至超配，将中国台湾和韩国股票评级下调至中性。</p><p style=\"text-align: justify;\">报告显示，瑞银集团将中国大陆和香港股市上调至增持，理由是尽管中国房地产和宏观形势令人担忧，但盈利仍表现强劲。“中国指数中最大的股票在盈利/基本面方面普遍表现良好。因此，中国表现不佳纯粹是由于估值崩溃。”苏尼尔·蒂鲁马莱(Sunil Tirumalai)等策略分析师在周二的报告中写道。</p><p style=\"text-align: justify;\">此外，瑞银将中资股评级上调至超配，称在MSCI中国指数的成份股中，消费和互联网行业比重居高，随着消费出现初步回暖迹象，业绩料有更佳表现。瑞银在报告中指出，年初至今中国的假日消费数据强劲，上市消费品公司的表现要好于经济中的总体消费，消费者信心的任何反弹都意味着家庭储蓄可能流向消费和市场，令瑞银对企业盈利的看法更加乐观。</p><p style=\"text-align: justify;\">策略分析师们表示，该券商正在通过将中国台湾和韩国的评级下调至中性，来为中国的评级升级提供资金，因为鉴于该行业“相对于其他地区的溢价达到十年来的最高水平”，科技股的乐观情绪正在被消化。</p><p style=\"text-align: justify;\">今年3月，外资巨头<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在最新发布的报告中称，全球资金正在重返中国股市。随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。按下暂停键可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。彼时的指标意义非常明晰。</p><p style=\"text-align: justify;\">4月14日，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布最新报告指出，鉴于A股市场更有利的政策敏感性和引人注目的流动性动态，对A股市场保持战略性的乐观态度，预计未来12个月A股、H股分别有12%、8%的潜在上涨空间。</p><p><strong>外汇市场波动收敛</strong></p><p style=\"text-align: justify;\"><strong>近期，外汇市场的波动成了全球权益市场波动的源头。美元指数持续上涨，带来了巨大压力。但最近，这种压力在减弱。</strong></p><p>首先，从美元的源头国际油价来看，涨幅趋缓。美国总统拜登加大对伊朗原油制裁力度的立法有望最早于本周成为法律，但他对新权力的运用可能会谨小慎微。石油市场分析人士表示，拜登将不愿采取任何可能提高原油或汽油价格的举措。政策专家表示，拜登可能会利用制裁规定的豁免权，避免制裁的严格执行。</p><p>其次，从日元的角度来看，今天早上，日本央行行长终于现身直面外界的担心。他表示，货币政策将取决于经济和通胀情况。如果通胀走向2%的水平，将调整宽松政策的程度。对未来加息的时间和速度没有预设的想法。如果趋势通胀加速符合预测，将通过加息来调整货币支持的程度。从目前来看，还需要维持宽松的货币政策条件一段时间。在此背景之下，日元今天贬值势头得以遏制。多数非美货币亦有所升值。</p><p>最后，从人民币的角度来看，最近人民币其实相对而言，是比较强的。今天发布的<a href=\"https://laohu8.com/S/600030\">中信证券</a>研报认为，2024年初以来，人民币汇率维持稳中偏弱运行，截至4月19日累计对美元贬值1.97%。主要原因是美国就业和通胀数据超预期，导致美联储降息预期降温，美元指数走强。预计美联储今年内降息次数只有1次左右，欧洲央行可能率先降息，美欧利差扩大将支撑美元强势，从而给人民币带来贬值压力。但是今年央行外汇管理工具充足，有意愿、有能力维持汇率稳定，今年二、三季度即使小幅贬值也不会突破7.35。</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>港股，重磅利好！</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港股，重磅利好！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-04-23 11:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>香港市场快速回暖！</p><p style=\"text-align: justify;\">这几天，港股走势非常强劲。今天早盘，港股三大指数全线高开，恒生指数涨1.02%，恒生科技指数涨1.74%，恒生国企指数涨0.96%。科网股普涨，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨近5%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>涨近2%，<a href=\"https://laohu8.com/S/09898\">微博-SW</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>等跟涨。\\</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21670406cf21767b103f2e6905fe8509\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7e0b8222003504e1224bb3190fc04f0\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><strong>与此同时，重磅利好也陆续传来。</strong></p><p>首先，上周五证监会发布5项对港合作措施，包括放宽ETF产品范围、纳入REITs、支持人民币交易柜台、优化基金互认和畅通上市融资渠道。新规有助畅通互联互通机制，为香港资本市场引入资金活水、提升流动性。</p><p>其次，今天早盘，据券商中国记者获悉的一份报告，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>将中国大陆和中国香港股票评级上调至超配，将中国台湾和韩国股票评级下调至中性。此外，瑞银将中资股评级上调至超配，称在MSCI中国指数的成份股中，消费和互联网行业比重居高，随着消费出现初步回暖迹象，业绩料有更佳表现。</p><p>第三，亚太外汇震动逐渐平息。今天早盘，在日本央行行长植田和男讲话过程当中，日元逐渐走强，美元指数开始杀跌。外围金融市场近期的波动似有收敛的迹象。</p><p><strong>港股的活水</strong></p><p style=\"text-align: justify;\">最近两天，港股比A股要强不少，其主要原因还是因为上周五的大利好。昨天，腾讯控股大涨超5%，今天早盘再度大涨超2%，很大程度上也是基于流动性向好的原因。</p><p style=\"text-align: justify;\">上周五证监会发布5项对港合作措施，包括放宽ETF产品范围、纳入REITs、支持人民币交易柜台、优化基金互认和畅通上市融资渠道。新规有助畅通互联互通机制，为香港资本市场引入资金活水、提升流动性。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/601688\">华泰证券</a>表示，当前港股通ETF共8只，基金规模总计1915亿港元，简单筛选近6个月日均资产规模不低于5.5亿港元且投资区域在香港的港股ETF，新规下港股通ETF的数量或有望扩容至21只、基金规模升增至2450亿港元（原规则可比值：14只/2370亿港元）。同时，新规首次将REITs纳入沪深港通，香港11只REITs中或有3只前12个月平均流通市值、流动性等指标符合纳入标准。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/601211\">国泰君安</a>认为，沪深港通ETF纳入规模门槛下降，有助于显著增加标的数量和规模；人民币股票柜台纳入港股通，将吸引更多的人民币资金流入港股市场，并进一步提升港股交易活跃度和成交规模。此外，引入庄家机制，并配合印花税减免，将提高做市商参与套利的积极性，提高港股交易活跃度。当前港交所REITs日均成交额较低，此次将REITs纳入沪深港通措施将吸引内、外资流入，提升市场流动性。</p><p><strong>外资唱多股市</strong></p><p style=\"text-align: justify;\">今天早盘，瑞银将中国大陆和中国香港股票评级上调至超配，将中国台湾和韩国股票评级下调至中性。</p><p style=\"text-align: justify;\">报告显示，瑞银集团将中国大陆和香港股市上调至增持，理由是尽管中国房地产和宏观形势令人担忧，但盈利仍表现强劲。“中国指数中最大的股票在盈利/基本面方面普遍表现良好。因此，中国表现不佳纯粹是由于估值崩溃。”苏尼尔·蒂鲁马莱(Sunil Tirumalai)等策略分析师在周二的报告中写道。</p><p style=\"text-align: justify;\">此外，瑞银将中资股评级上调至超配，称在MSCI中国指数的成份股中，消费和互联网行业比重居高，随着消费出现初步回暖迹象，业绩料有更佳表现。瑞银在报告中指出，年初至今中国的假日消费数据强劲，上市消费品公司的表现要好于经济中的总体消费，消费者信心的任何反弹都意味着家庭储蓄可能流向消费和市场，令瑞银对企业盈利的看法更加乐观。</p><p style=\"text-align: justify;\">策略分析师们表示，该券商正在通过将中国台湾和韩国的评级下调至中性，来为中国的评级升级提供资金，因为鉴于该行业“相对于其他地区的溢价达到十年来的最高水平”，科技股的乐观情绪正在被消化。</p><p style=\"text-align: justify;\">今年3月，外资巨头<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在最新发布的报告中称，全球资金正在重返中国股市。随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。按下暂停键可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。彼时的指标意义非常明晰。</p><p style=\"text-align: justify;\">4月14日，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布最新报告指出，鉴于A股市场更有利的政策敏感性和引人注目的流动性动态，对A股市场保持战略性的乐观态度，预计未来12个月A股、H股分别有12%、8%的潜在上涨空间。</p><p><strong>外汇市场波动收敛</strong></p><p style=\"text-align: justify;\"><strong>近期，外汇市场的波动成了全球权益市场波动的源头。美元指数持续上涨，带来了巨大压力。但最近，这种压力在减弱。</strong></p><p>首先，从美元的源头国际油价来看，涨幅趋缓。美国总统拜登加大对伊朗原油制裁力度的立法有望最早于本周成为法律，但他对新权力的运用可能会谨小慎微。石油市场分析人士表示，拜登将不愿采取任何可能提高原油或汽油价格的举措。政策专家表示，拜登可能会利用制裁规定的豁免权，避免制裁的严格执行。</p><p>其次，从日元的角度来看，今天早上，日本央行行长终于现身直面外界的担心。他表示，货币政策将取决于经济和通胀情况。如果通胀走向2%的水平，将调整宽松政策的程度。对未来加息的时间和速度没有预设的想法。如果趋势通胀加速符合预测，将通过加息来调整货币支持的程度。从目前来看，还需要维持宽松的货币政策条件一段时间。在此背景之下，日元今天贬值势头得以遏制。多数非美货币亦有所升值。</p><p>最后，从人民币的角度来看，最近人民币其实相对而言，是比较强的。今天发布的<a href=\"https://laohu8.com/S/600030\">中信证券</a>研报认为，2024年初以来，人民币汇率维持稳中偏弱运行，截至4月19日累计对美元贬值1.97%。主要原因是美国就业和通胀数据超预期，导致美联储降息预期降温，美元指数走强。预计美联储今年内降息次数只有1次左右，欧洲央行可能率先降息，美欧利差扩大将支撑美元强势，从而给人民币带来贬值压力。但是今年央行外汇管理工具充足，有意愿、有能力维持汇率稳定，今年二、三季度即使小幅贬值也不会突破7.35。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"07226":"XL二南方恒科","BK4585":"ETF&股票定投概念","HSTECH":"恒生科技指数","YINN":"三倍做多富时中国ETF-Direxion","BK4588":"碎股","YANG":"三倍做空富时中国ETF-Direxion","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108971109","content_text":"香港市场快速回暖！这几天，港股走势非常强劲。今天早盘，港股三大指数全线高开，恒生指数涨1.02%，恒生科技指数涨1.74%，恒生国企指数涨0.96%。科网股普涨，京东集团-SW涨近5%，网易-S涨近2%，微博-SW、腾讯控股等跟涨。\\与此同时，重磅利好也陆续传来。首先，上周五证监会发布5项对港合作措施，包括放宽ETF产品范围、纳入REITs、支持人民币交易柜台、优化基金互认和畅通上市融资渠道。新规有助畅通互联互通机制，为香港资本市场引入资金活水、提升流动性。其次，今天早盘，据券商中国记者获悉的一份报告，瑞银将中国大陆和中国香港股票评级上调至超配，将中国台湾和韩国股票评级下调至中性。此外，瑞银将中资股评级上调至超配，称在MSCI中国指数的成份股中，消费和互联网行业比重居高，随着消费出现初步回暖迹象，业绩料有更佳表现。第三，亚太外汇震动逐渐平息。今天早盘，在日本央行行长植田和男讲话过程当中，日元逐渐走强，美元指数开始杀跌。外围金融市场近期的波动似有收敛的迹象。港股的活水最近两天，港股比A股要强不少，其主要原因还是因为上周五的大利好。昨天，腾讯控股大涨超5%，今天早盘再度大涨超2%，很大程度上也是基于流动性向好的原因。上周五证监会发布5项对港合作措施，包括放宽ETF产品范围、纳入REITs、支持人民币交易柜台、优化基金互认和畅通上市融资渠道。新规有助畅通互联互通机制，为香港资本市场引入资金活水、提升流动性。华泰证券表示，当前港股通ETF共8只，基金规模总计1915亿港元，简单筛选近6个月日均资产规模不低于5.5亿港元且投资区域在香港的港股ETF，新规下港股通ETF的数量或有望扩容至21只、基金规模升增至2450亿港元（原规则可比值：14只/2370亿港元）。同时，新规首次将REITs纳入沪深港通，香港11只REITs中或有3只前12个月平均流通市值、流动性等指标符合纳入标准。国泰君安认为，沪深港通ETF纳入规模门槛下降，有助于显著增加标的数量和规模；人民币股票柜台纳入港股通，将吸引更多的人民币资金流入港股市场，并进一步提升港股交易活跃度和成交规模。此外，引入庄家机制，并配合印花税减免，将提高做市商参与套利的积极性，提高港股交易活跃度。当前港交所REITs日均成交额较低，此次将REITs纳入沪深港通措施将吸引内、外资流入，提升市场流动性。外资唱多股市今天早盘，瑞银将中国大陆和中国香港股票评级上调至超配，将中国台湾和韩国股票评级下调至中性。报告显示，瑞银集团将中国大陆和香港股市上调至增持，理由是尽管中国房地产和宏观形势令人担忧，但盈利仍表现强劲。“中国指数中最大的股票在盈利/基本面方面普遍表现良好。因此，中国表现不佳纯粹是由于估值崩溃。”苏尼尔·蒂鲁马莱(Sunil Tirumalai)等策略分析师在周二的报告中写道。此外，瑞银将中资股评级上调至超配，称在MSCI中国指数的成份股中，消费和互联网行业比重居高，随着消费出现初步回暖迹象，业绩料有更佳表现。瑞银在报告中指出，年初至今中国的假日消费数据强劲，上市消费品公司的表现要好于经济中的总体消费，消费者信心的任何反弹都意味着家庭储蓄可能流向消费和市场，令瑞银对企业盈利的看法更加乐观。策略分析师们表示，该券商正在通过将中国台湾和韩国的评级下调至中性，来为中国的评级升级提供资金，因为鉴于该行业“相对于其他地区的溢价达到十年来的最高水平”，科技股的乐观情绪正在被消化。今年3月，外资巨头摩根士丹利在最新发布的报告中称，全球资金正在重返中国股市。随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。按下暂停键可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。彼时的指标意义非常明晰。4月14日，高盛发布最新报告指出，鉴于A股市场更有利的政策敏感性和引人注目的流动性动态，对A股市场保持战略性的乐观态度，预计未来12个月A股、H股分别有12%、8%的潜在上涨空间。外汇市场波动收敛近期，外汇市场的波动成了全球权益市场波动的源头。美元指数持续上涨，带来了巨大压力。但最近，这种压力在减弱。首先，从美元的源头国际油价来看，涨幅趋缓。美国总统拜登加大对伊朗原油制裁力度的立法有望最早于本周成为法律，但他对新权力的运用可能会谨小慎微。石油市场分析人士表示，拜登将不愿采取任何可能提高原油或汽油价格的举措。政策专家表示，拜登可能会利用制裁规定的豁免权，避免制裁的严格执行。其次，从日元的角度来看，今天早上，日本央行行长终于现身直面外界的担心。他表示，货币政策将取决于经济和通胀情况。如果通胀走向2%的水平，将调整宽松政策的程度。对未来加息的时间和速度没有预设的想法。如果趋势通胀加速符合预测，将通过加息来调整货币支持的程度。从目前来看，还需要维持宽松的货币政策条件一段时间。在此背景之下，日元今天贬值势头得以遏制。多数非美货币亦有所升值。最后，从人民币的角度来看，最近人民币其实相对而言，是比较强的。今天发布的中信证券研报认为，2024年初以来，人民币汇率维持稳中偏弱运行，截至4月19日累计对美元贬值1.97%。主要原因是美国就业和通胀数据超预期，导致美联储降息预期降温，美元指数走强。预计美联储今年内降息次数只有1次左右，欧洲央行可能率先降息，美欧利差扩大将支撑美元强势，从而给人民币带来贬值压力。但是今年央行外汇管理工具充足，有意愿、有能力维持汇率稳定，今年二、三季度即使小幅贬值也不会突破7.35。","news_type":1},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296734129553440,"gmtCreate":1713482531274,"gmtModify":1713482532983,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296734129553440","repostId":"2428596266","repostType":2,"repost":{"id":"2428596266","kind":"highlight","pubTimestamp":1713443400,"share":"https://www.laohu8.com/m/news/2428596266?lang=&edition=full","pubTime":"2024-04-18 20:30","market":"us","language":"en","title":"Navitas & Virtual Forest Join Hands to Advance Net-Zero in Agriculture","url":"https://stock-news.laohu8.com/highlight/detail?id=2428596266","media":"GlobeNewswire","summary":"Navitas’ GaN technology drives Virtual Forest’s solar-powered irrigation pumps, ensuring food security and empowering Indian farmers struggling with long-distance electrical cables or costly, polluting diesel generators. TORRANCE, Calif. and BENGALURU, India, April 18, 2024  -- Navitas Semiconductor, the only pure-play, next-generation power semiconductor company and industry leader in GaN power ICs and SiC technology, today announced that Virtual Forest, one of India’s leading electronics design companies specializing in motor control and human interface technologies for consumer appliances, fluid movement and mobility, has adopted its GaNFast power integrated circuits  technology for a zero-emission, powerful 3 hp  solar-powered irrigation pump.Navitas GaNSense half-bridge power ICs monolithically by integrating two GaN power FETs with GaN drivers, level-shifters, protection features and high-efficiency loss-less current sensing. High-efficiency NV6269 half-bridge ICs, in easy-to-use","content":"<html><body><img hspace=\"5\" src=\"https://s.yimg.com/uu/api/res/1.2/6o2qtkvVCAU6r2cvdvLjHQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/globenewswire.com/f63454cc0b56d50e2723c0d5895a4f96\" title=\"Navitas name-only logo.jpg\" vspace=\"5\"/>\n<p><em>Navitas’ GaN technology drives Virtual Forest’s solar-powered irrigation pumps, ensuring food security and empowering Indian farmers struggling with long-distance electrical cables or costly, polluting diesel generators</em></p>\n<div>\n<p>Navitas &amp; Virtual Forest Join Hands to Advance Net-Zero in Agriculture</p>\n<figure>\n<img src=\"https://s1.yimg.com/uu/api/res/1.2/f4I_hRB2dLTW_zvj7ZW6IQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/globenewswire.com/507896ba3b5a675e0ffeaada278914ef\" title=\"Navitas &amp; Virtual Forest Join Hands to Advance Net-Zero in Agriculture\"/>\n<figcaption>\n   Navitas’ GaN technology drives Virtual Forest’s solar-powered irrigation pumps, ensuring food security and empowering Indian farmers struggling with long-distance electrical cables or costly, polluting diesel generators\n  </figcaption>\n</figure>\n</div>\n<p>TORRANCE, Calif. and BENGALURU, India, April 18, 2024 (GLOBE NEWSWIRE) -- <u>Navitas Semiconductor</u>, the only pure-play, next-generation power semiconductor company and industry leader in GaN power ICs and SiC technology, today announced that <u>Virtual Forest</u>, one of India’s leading electronics design companies specializing in motor control and human interface technologies for consumer appliances, fluid movement and mobility, has adopted its GaNFast™ power integrated circuits (IC) technology for a zero-emission, powerful 3 hp (2,250W) solar-powered irrigation pump.<br/></p>\n<p>For many farmers worldwide, irrigating remote crops requires powerful pumps to lift water from rivers and streams up to field-level, with the majority powered by polluting and noisy diesel generators or expensive, lossy long-distance electrical cables. The Virtual Forest solar pump with maximum power point tracking (MPPT) operates in conjunction with solar panel and energy storage to provide robust, energy-independent, and pollution-free performance at the point of use. The 3 hp (2,250W) pump is remotely accessed via quad-band IoT with low power consumption. It can raise over 50 gallons-per-minute of water to a height of over 90 feet, enough to water 3 acres of farmland, and help to produce 10 tonnes of wheat<em>.</em> Further, the IoT enabled solar pump ensures optimal water usage through intelligent analytics, therefore minimizing ground water utilization.</p>\n<p>Navitas <u>GaNSense™ half-bridge</u> power ICs monolithically by integrating two GaN power FETs with GaN drivers, level-shifters, protection features and high-efficiency loss-less current sensing. High-efficiency NV6269 half-bridge ICs, in easy-to-use 8x10 mm QFN packages are used in a 3-phase motor inverter, with 3x-5x energy savings vs legacy silicon IGBTs.</p>\n<p>\"The $450 million solar-pump market in India is expected to reach $1.5 Bn by 2026, calling for a solar revolution on Indian fields<sup>1</sup>,” said Virtual Forest’s CEO, Omer Basith, adding “Reliable, off-grid systems are critical to overcome food insecurity and achieve energy efficiency. Leveraging Navitas’ high-power, efficient GaNSense™ half-bridge, we seek to deliver a robust solution to the market. We are nurturing our dream to drive gigatons of reduction in carbon emissions, thereby making the world a greener place to live in. Hence, our name — Virtual Forest.”</p>\n<p>“The design team at Virtual Forest adopted the GaNSense half-bridges very quickly, for a fast time-to-market,” said Alessandro Squeri, Navitas’ Senior Sales Director. “With GaNSense 'easy-to-use' features, Virtual Forest comes into the partnership with high efficiency, low component count and a robust design for tough environments.”</p>\n<p><strong>About Virtual Forest</strong></p>\n<p>As India’s leading experts in Motor Control Electronics &amp; Human Interface Technologies, we are powering the Home Appliance and EV ecosystems through our integrated partner platform, which includes state-of-art in-house R&amp;D (for design, testing &amp; integration), world-class manufacturers (EMS partners), as well as leading global distributors of semiconductors, PCBs and electronic components. For more details, please visit <u>www virtual forest.in</u>.</p>\n<p>We are passionate entrepreneurs – nurturing the dream to drive gigaton reductions in carbon emissions, while also creating significant stakeholder value as a business enterprise. We give our customers a unique design and manufacturing experience, by hand holding them in the absence of design requirements as well as in-house domain expertise and help them walk the journey from R&amp;D all the way to mass manufacturing. We offer these services as part of our Virtual Lab &amp; Virtual Factory offerings.</p>\n<p><strong>About Navitas</strong></p>\n<p><u>Navitas Semiconductor</u> (Nasdaq: NVTS) is the only pure-play, next-generation power-semiconductor company, celebrating <u>10 years</u> of power innovation founded in 2024. <u>GaNFast™ power ICs</u> integrate gallium nitride (GaN) power and drive, with control, sensing, and protection to enable faster charging, higher power density, and greater energy savings. Complementary <u>GeneSiC™ power</u> devices are optimized high-power, high-voltage, and high-reliability silicon carbide (SiC) solutions. Focus markets include EV, solar, energy storage, home appliance / industrial, data center, mobile and consumer. Over 250 Navitas patents are issued or pending. As of August 2023, over 125 million GaN and 12 million SiC units have been shipped, and with the industry’s first and only <u>20-year GaNFast warranty</u>. Navitas was the world’s first semiconductor company to be <u>CarbonNeutral®-certified</u>.</p>\n<p><em>Navitas Semiconductor, GaNFast, GaNSense, GeneSiC and the Navitas logo are trademarks or registered trademarks of Navitas Semiconductor Limited and affiliates. All other brands, product names and marks are or may be trademarks or registered trademarks used to identify products or services of their respective owners.</em></p>\n<p><strong>Contact:</strong></p>\n<p>Kaushik Kashyap, Head of South India, On Purpose, for Virtual Forest</p>\n<p>kaushik@onpurposeconsulting.in</p>\n<p>Stephen Oliver, <a href=\"https://laohu8.com/S/VP..UK\">VP</a> Corporate Marketing &amp; Investor Relations for Navitas</p>\n<p><u>ir@navitassemi.com</u></p>\n<p><sup>1</sup><u>https://agritimes.co.in/amp/policy-research/solar-pump-market-in-india-bright-prospects-and-government-initiatives/#</u></p>\n<p>A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/d8ae65f2-e78d-4cad-b373-b69e7d32a132</p>\n<br/>\n<img src=\"https://ml.globenewswire.com/media/MGFkMzRiM2ItNzFiYi00YjdmLWEzZDctNjk1NGMyYWZlNGQyLTEyMjI3MTY=/tiny/Navitas-Semiconductor-Corporat.png\"/>\n<br/></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>Navitas & Virtual Forest Join Hands to Advance Net-Zero in Agriculture</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNavitas & Virtual Forest Join Hands to Advance Net-Zero in Agriculture\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-18 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/navitas-virtual-forest-join-hands-123000170.html><strong>GlobeNewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Navitas’ GaN technology drives Virtual Forest’s solar-powered irrigation pumps, ensuring food security and empowering Indian farmers struggling with long-distance electrical cables or costly, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/navitas-virtual-forest-join-hands-123000170.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/zsE484UJ6nseTtebMng3_g--~B/aD0xODU4O3c9MzMwMDthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/globenewswire.com/507896ba3b5a675e0ffeaada278914ef","relate_stocks":{"NVTS":"纳微半导体","BK4141":"半导体产品"},"source_url":"https://finance.yahoo.com/news/navitas-virtual-forest-join-hands-123000170.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2428596266","content_text":"Navitas’ GaN technology drives Virtual Forest’s solar-powered irrigation pumps, ensuring food security and empowering Indian farmers struggling with long-distance electrical cables or costly, polluting diesel generators\n\nNavitas & Virtual Forest Join Hands to Advance Net-Zero in Agriculture\n\n\n\n   Navitas’ GaN technology drives Virtual Forest’s solar-powered irrigation pumps, ensuring food security and empowering Indian farmers struggling with long-distance electrical cables or costly, polluting diesel generators\n  \n\n\nTORRANCE, Calif. and BENGALURU, India, April 18, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor, the only pure-play, next-generation power semiconductor company and industry leader in GaN power ICs and SiC technology, today announced that Virtual Forest, one of India’s leading electronics design companies specializing in motor control and human interface technologies for consumer appliances, fluid movement and mobility, has adopted its GaNFast™ power integrated circuits (IC) technology for a zero-emission, powerful 3 hp (2,250W) solar-powered irrigation pump.\nFor many farmers worldwide, irrigating remote crops requires powerful pumps to lift water from rivers and streams up to field-level, with the majority powered by polluting and noisy diesel generators or expensive, lossy long-distance electrical cables. The Virtual Forest solar pump with maximum power point tracking (MPPT) operates in conjunction with solar panel and energy storage to provide robust, energy-independent, and pollution-free performance at the point of use. The 3 hp (2,250W) pump is remotely accessed via quad-band IoT with low power consumption. It can raise over 50 gallons-per-minute of water to a height of over 90 feet, enough to water 3 acres of farmland, and help to produce 10 tonnes of wheat. Further, the IoT enabled solar pump ensures optimal water usage through intelligent analytics, therefore minimizing ground water utilization.\nNavitas GaNSense™ half-bridge power ICs monolithically by integrating two GaN power FETs with GaN drivers, level-shifters, protection features and high-efficiency loss-less current sensing. High-efficiency NV6269 half-bridge ICs, in easy-to-use 8x10 mm QFN packages are used in a 3-phase motor inverter, with 3x-5x energy savings vs legacy silicon IGBTs.\n\"The $450 million solar-pump market in India is expected to reach $1.5 Bn by 2026, calling for a solar revolution on Indian fields1,” said Virtual Forest’s CEO, Omer Basith, adding “Reliable, off-grid systems are critical to overcome food insecurity and achieve energy efficiency. Leveraging Navitas’ high-power, efficient GaNSense™ half-bridge, we seek to deliver a robust solution to the market. We are nurturing our dream to drive gigatons of reduction in carbon emissions, thereby making the world a greener place to live in. Hence, our name — Virtual Forest.”\n“The design team at Virtual Forest adopted the GaNSense half-bridges very quickly, for a fast time-to-market,” said Alessandro Squeri, Navitas’ Senior Sales Director. “With GaNSense 'easy-to-use' features, Virtual Forest comes into the partnership with high efficiency, low component count and a robust design for tough environments.”\nAbout Virtual Forest\nAs India’s leading experts in Motor Control Electronics & Human Interface Technologies, we are powering the Home Appliance and EV ecosystems through our integrated partner platform, which includes state-of-art in-house R&D (for design, testing & integration), world-class manufacturers (EMS partners), as well as leading global distributors of semiconductors, PCBs and electronic components. For more details, please visit www virtual forest.in.\nWe are passionate entrepreneurs – nurturing the dream to drive gigaton reductions in carbon emissions, while also creating significant stakeholder value as a business enterprise. We give our customers a unique design and manufacturing experience, by hand holding them in the absence of design requirements as well as in-house domain expertise and help them walk the journey from R&D all the way to mass manufacturing. We offer these services as part of our Virtual Lab & Virtual Factory offerings.\nAbout Navitas\nNavitas Semiconductor (Nasdaq: NVTS) is the only pure-play, next-generation power-semiconductor company, celebrating 10 years of power innovation founded in 2024. GaNFast™ power ICs integrate gallium nitride (GaN) power and drive, with control, sensing, and protection to enable faster charging, higher power density, and greater energy savings. Complementary GeneSiC™ power devices are optimized high-power, high-voltage, and high-reliability silicon carbide (SiC) solutions. Focus markets include EV, solar, energy storage, home appliance / industrial, data center, mobile and consumer. Over 250 Navitas patents are issued or pending. As of August 2023, over 125 million GaN and 12 million SiC units have been shipped, and with the industry’s first and only 20-year GaNFast warranty. Navitas was the world’s first semiconductor company to be CarbonNeutral®-certified.\nNavitas Semiconductor, GaNFast, GaNSense, GeneSiC and the Navitas logo are trademarks or registered trademarks of Navitas Semiconductor Limited and affiliates. All other brands, product names and marks are or may be trademarks or registered trademarks used to identify products or services of their respective owners.\nContact:\nKaushik Kashyap, Head of South India, On Purpose, for Virtual Forest\nkaushik@onpurposeconsulting.in\nStephen Oliver, VP Corporate Marketing & Investor Relations for Navitas\nir@navitassemi.com\n1https://agritimes.co.in/amp/policy-research/solar-pump-market-in-india-bright-prospects-and-government-initiatives/#\nA photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/d8ae65f2-e78d-4cad-b373-b69e7d32a132","news_type":1},"isVote":1,"tweetType":1,"viewCount":1856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296568784257240,"gmtCreate":1713442115991,"gmtModify":1713442117441,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521442285147631","idStr":"3521442285147631"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296568784257240","repostId":"1126086253","repostType":2,"repost":{"id":"1126086253","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1713448194,"share":"https://www.laohu8.com/m/news/1126086253?lang=&edition=full","pubTime":"2024-04-18 21:49","market":"us","language":"en","title":"Tesla Falls 3.5% as Deutsche Downgrades Tesla on \"Thesis-Changing\" Shift to Robotaxi","url":"https://stock-news.laohu8.com/highlight/detail?id=1126086253","media":"Tiger Newspress","summary":"Deutsche Bank analyst Emmanuel Rosner downgraded Tesla to Hold from Buy with a price target of $123, down from $189. The analyst cites the \"high likelihood\" of Model 2 push-out and the company's change of strategic priority to Robotaxi for the downgrade. Deutsche's Buy rating was predicated on Tesla's next-generation vehicle priced at $25,000 coming late next year, which would allow the company to reaccelerate volume, margins and free cash flow, and potentially come to dominate the Western elect","content":"<html><head></head><body><p>Deutsche Bank analyst Emmanuel Rosner downgraded Tesla to Hold from Buy with a price target of $123, down from $189. The analyst cites the &#34;high likelihood&#34; of Model 2 push-out and the company&#39;s change of strategic priority to Robotaxi for the downgrade.</p><p>Tesla shares dropped 3.55% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a0358ff9afb40d03610c1c85d098172c\" tg-width=\"811\" tg-height=\"622\"/></p><p>Deutsche&#39;s Buy rating was predicated on Tesla&#39;s next-generation vehicle priced at $25,000 coming late next year, which would allow the company to reaccelerate volume, margins and free cash flow, and potentially come to dominate the Western electric vehicle market, the analyst tells investors in a research note.</p><p>However, pushing out the Model 2 will create &#34;significant&#34; earnings and free cash flow pressure on 2026 and beyond estimates, and make the future of the company tied to Tesla &#34;cracking the code on full driverless autonomy,&#34; which represents a &#34;significant technological, regulatory and operational challenge,&#34; says Deutsche Bank.</p><p>The firm views Tesla&#39;s shift to Robotaxi as &#34;thesis-changing,&#34; and worries the stock will need to undergo a &#34;potentially painful transition in ownership base,&#34; with investors previously focused on electric vehicle volumes and cost advantages potentially &#34;throwing in the towel, and eventually replaced by AI/tech investors with considerably longer time horizon.&#34;</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>Tesla Falls 3.5% as Deutsche Downgrades Tesla on \"Thesis-Changing\" Shift to Robotaxi </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\">\nTesla Falls 3.5% as Deutsche Downgrades Tesla on \"Thesis-Changing\" Shift to Robotaxi \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-18 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Deutsche Bank analyst Emmanuel Rosner downgraded Tesla to Hold from Buy with a price target of $123, down from $189. The analyst cites the &#34;high likelihood&#34; of Model 2 push-out and the company&#39;s change of strategic priority to Robotaxi for the downgrade.</p><p>Tesla shares dropped 3.55% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a0358ff9afb40d03610c1c85d098172c\" tg-width=\"811\" tg-height=\"622\"/></p><p>Deutsche&#39;s Buy rating was predicated on Tesla&#39;s next-generation vehicle priced at $25,000 coming late next year, which would allow the company to reaccelerate volume, margins and free cash flow, and potentially come to dominate the Western electric vehicle market, the analyst tells investors in a research note.</p><p>However, pushing out the Model 2 will create &#34;significant&#34; earnings and free cash flow pressure on 2026 and beyond estimates, and make the future of the company tied to Tesla &#34;cracking the code on full driverless autonomy,&#34; which represents a &#34;significant technological, regulatory and operational challenge,&#34; says Deutsche Bank.</p><p>The firm views Tesla&#39;s shift to Robotaxi as &#34;thesis-changing,&#34; and worries the stock will need to undergo a &#34;potentially painful transition in ownership base,&#34; with investors previously focused on electric vehicle volumes and cost advantages potentially &#34;throwing in the towel, and eventually replaced by AI/tech investors with considerably longer time horizon.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126086253","content_text":"Deutsche Bank analyst Emmanuel Rosner downgraded Tesla to Hold from Buy with a price target of $123, down from $189. 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