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SebuOba

SebuOba

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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........

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"followedFlag":false,"idStr":"3521442285147631","authorIdStr":"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 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; 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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":3,"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,"idStr":"3521442285147631","authorIdStr":"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":"sg","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":{"FDN":"First Trust Dow Jones Internet I","BK4550":"红杉资本持仓","BK4588":"碎股","VNM":"VanEck VietnamETF","BK4585":"ETF&股票定投概念"},"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 $11, Momentum Bumps Up   Stockcharts.com The Bottom Line  I reiterate a hold rating on VNM. I see the country ETF as cheap on valuation but with a risky and concentrated allocation. Moreover, the technicals are broadly weak, and the fund is among the worst-performing areas of the global stock market in the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372265872736512,"gmtCreate":1731894379875,"gmtModify":1731894381495,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521442285147631","authorIdStr":"3521442285147631"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372265872736512","isVote":1,"tweetType":1,"viewCount":138,"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,"idStr":"3521442285147631","authorIdStr":"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; 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":111,"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,"idStr":"3521442285147631","authorIdStr":"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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}\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%\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\">2024-10-09 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":47,"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,"idStr":"3521442285147631","authorIdStr":"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4138621111675080","authorIdStr":"4138621111675080"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VVPR\">$VivoPower(VVPR)$ </a> 天天发新闻想拉升股价，垃圾股。","listText":"<a href=\"https://laohu8.com/S/VVPR\">$VivoPower(VVPR)$ </a> 天天发新闻想拉升股价，垃圾股。","text":"$VivoPower(VVPR)$ 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":285,"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,"idStr":"3521442285147631","authorIdStr":"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,"idStr":"4107320132914470","authorIdStr":"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。 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+","images":[{"img":"https://static.tigerbbs.com/9e7f9b98b3b817857ca50b350ea36955","width":"789","height":"544"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340454206144536","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337992905580792,"gmtCreate":1723536959285,"gmtModify":1723536960359,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521442285147631","authorIdStr":"3521442285147631"},"themes":[],"htmlText":"<a 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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":629,"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,"idStr":"3521442285147631","authorIdStr":"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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}\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","HSI":"恒生指数","BK4585":"ETF&股票定投概念","HSTECH":"恒生科技指数","BK4588":"碎股","YANG":"三倍做空富时中国ETF-Direxion","YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"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":561,"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,"idStr":"3521442285147631","authorIdStr":"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":1847,"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,"idStr":"3521442285147631","authorIdStr":"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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla 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. The analyst cites the \"high likelihood\" of Model 2 push-out and the company's change of strategic priority to Robotaxi for the downgrade.Tesla shares dropped 3.55% in morning trading.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 electric vehicle market, the analyst tells investors in a research note.However, pushing out the Model 2 will create \"significant\" earnings and free cash flow pressure on 2026 and beyond estimates, and make the future of the company tied to Tesla \"cracking the code on full driverless autonomy,\" which represents a \"significant technological, regulatory and operational challenge,\" says Deutsche Bank.The firm views Tesla's shift to Robotaxi as \"thesis-changing,\" and worries the stock will need to undergo a \"potentially painful transition in ownership base,\" with investors previously focused on electric vehicle volumes and cost advantages potentially \"throwing in the towel, and eventually replaced by AI/tech investors with considerably longer time horizon.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295134396137776,"gmtCreate":1713067493523,"gmtModify":1713067495441,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521442285147631","authorIdStr":"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/295134396137776","repostId":"1175745806","repostType":2,"repost":{"id":"1175745806","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":1713063934,"share":"https://www.laohu8.com/m/news/1175745806?lang=&edition=full","pubTime":"2024-04-14 11:05","market":"fut","language":"zh","title":"突发！安理会将紧急开会！金融市场震荡，超25万人爆仓","url":"https://stock-news.laohu8.com/highlight/detail?id=1175745806","media":"券商中国","summary":"最近24个小时内，全球虚拟货币市场多达25.3万投资者爆仓。当地时间14日，以色列国防军发言人哈加里称，迄今为止有超过200枚导弹和无人机从伊朗发射到以色列，其中绝大多数在以色列领空外被拦截。联合国安理会将召开紧急会议据新华社消息，联合国安理会将于14日就伊朗袭击以色列举行紧急会议。当前，金融市场风声鹤唳，避险情绪持续升温。","content":"<html><head></head><body><p>中东局势传来最新消息。</p><p style=\"text-align: justify;\">当地时间4月14日，伊朗常驻联合国代表团在社交媒体上发文表示，伊朗对以色列的袭击可以被视为已“结束”。伊朗伊斯兰革命卫队高级指挥官警告称，如果以色列对伊朗领土采取任何行动，伊朗将以双倍的力量回应。</p><p style=\"text-align: justify;\">据以色列时报、以色列12频道等媒体报道，当地时间14日，一名以色列高级官员表示，他承诺将对伊朗的袭击做出“前所未有的反应”，并要求以色列人不要就寝，以目睹德黑兰即将发生的事情。</p><p style=\"text-align: justify;\"><strong>美国全国广播公司(NBC)消息显示，美国总统拜登私下表达了对以色列总理内塔尼亚胡试图将美国更深地拖入更广泛冲突的担忧。</strong></p><p style=\"text-align: justify;\">据新华社消息，联合国安理会将于14日就伊朗袭击以色列举行紧急会议。当天，“中国驻伊朗大使馆”微信公众号发布特别提醒，在伊中国公民要密切关注当地安全形势。</p><p style=\"text-align: justify;\">伊朗袭击以色列的时间点恰逢周六，全球大部分金融市场均处于休市状态，尚未做出反应，但虚拟货币市场已经上演了剧烈波动。最近24个小时内，全球虚拟货币市场多达25.3万投资者爆仓。分析人士认为，对于国际油价而言，这或许又是一场“血色助攻”。鉴于以色列和伊朗之间的冲突升级，国际油价在短期内或将走高。</p><p><strong>以色列：将做出“前所未有的反应”</strong></p><p style=\"text-align: justify;\">当地时间4月14日，伊朗常驻联合国代表团在社交媒体上发文表示，伊朗对以色列的袭击可以被视为已“结束”。据伊朗国家电视台英文频道报道，当地时间14日，伊朗伊斯兰革命卫队高级指挥官表示，如果以色列对伊朗领土采取任何行动，伊朗将以双倍的力量回应。</p><p style=\"text-align: justify;\">据了解，第一批向以色列发射的无人机是伊朗的“见证者136”无人机。该无人机以价格低廉、作战高效、破坏能力强著称，机长3.5米，翼展2.5米，可携带数十公斤炸药。</p><p style=\"text-align: justify;\">据伊朗国家电视台当地时间14日报道，伊朗向以色列发射的导弹中，有约一半成功击中目标。伊朗官方通讯社发布的视频显示，伊朗弹道导弹击中以色列领土。</p><p style=\"text-align: justify;\"><strong>当地时间14日，以色列国防军发言人哈加里称，迄今为止有超过200枚导弹和无人机从伊朗发射到以色列，其中绝大多数在以色列领空外被拦截。以色列南部的一个军事基地受到了轻微损坏。</strong></p><p style=\"text-align: justify;\">但据以色列时报、以色列12频道等媒体报道，当地时间14日，一名以色列高级官员表示，他承诺将对伊朗的袭击做出“前所未有的反应”，并要求以色列人不要就寝，以目睹德黑兰即将发生的事情。</p><p style=\"text-align: justify;\">多家以色列媒体当地时间14日凌晨报道称，以色列安全内阁已授权战时内阁就如何回应伊朗对以色列境内的袭击做出决定。</p><p style=\"text-align: justify;\">这一授权意味着，由以色列总理内塔尼亚胡、国防部长加兰特和反对党领袖甘茨三人组成的战时内阁可无需征得安全内阁的同意，决定如何回应伊朗对以色列境内的袭击，从而在需要快速决策时简化相关流程。</p><p><strong>联合国安理会将召开紧急会议</strong></p><p style=\"text-align: justify;\">据新华社消息，联合国安理会将于14日就伊朗袭击以色列举行紧急会议。</p><p style=\"text-align: justify;\"><strong>当地时间4月13日，联合国秘书长古特雷斯发表声明，强烈谴责伊朗当晚对以色列发动的大规模袭击所代表的严重局势升级，并呼吁立即停止这些敌对行动。古特雷斯强调，该地区和世界都负担不起另一场战争。</strong></p><p style=\"text-align: justify;\">第78届联合国大会主席弗朗西斯发表声明，对中东局势发展深表关切。弗朗西斯表示，伊朗根据《联合国宪章》第51条自卫权解释了其行动。伊朗的反应加剧了中东本已紧张和微妙的和平与安全局势。</p><p style=\"text-align: justify;\">弗朗西斯强烈呼吁各方保持最大克制，避免该地区紧张局势进一步升级。他期望伊朗信守诺言，即通过他们今天的行动，“此事可以被视为结束”。</p><p style=\"text-align: justify;\">弗朗西斯强调，攻击和反击的恶性循环无助于解决问题，但不可避免地会导致更多的死亡和痛苦。</p><p><strong>拜登发声</strong></p><p style=\"text-align: justify;\">据伊朗塔斯尼姆通讯社报道，当地时间14日凌晨，伊朗伊斯兰革命卫队开始对以色列目标发动大规模导弹和无人机袭击。英国天空新闻网14日最新消息称，美国总统拜登刚刚在社交平台X发文，证实与他的国家安全团队会面，讨论伊朗对以色列的袭击，并在帖文中重申了对以色列的支持。</p><p style=\"text-align: justify;\"><strong>“我刚刚会见了国家安全团队，了解了伊朗袭击以色列的最新情况。我们对以色列安全不受伊朗及其代理人威胁的承诺坚不可摧。”拜登称，还配上了一张图片，显示他与国家安全团队在华盛顿召开会议的情况。</strong></p><p style=\"text-align: justify;\">据报道，据一名美国官员称，美国总统拜登和他的国家安全团队在早些时候的会议后短暂休息后，再次在局势室召开会议。之前的会议持续了大约两个小时。</p><p style=\"text-align: justify;\">另据最新消息，拜登正与以色列总理内塔尼亚胡通电话。</p><p style=\"text-align: justify;\"><strong>此外，据美国全国广播公司(NBC)消息，拜登私下表达了对以色列总理内塔尼亚胡试图将美国更深地拖入更广泛冲突的担忧。</strong></p><p style=\"text-align: justify;\">当地时间14日，以色列军队电台表示，以色列国防部长加兰特就以色列对伊朗袭击的防御行动，与美国国防部长奥斯汀通电话。</p><p>中国大使馆提醒</p><p style=\"text-align: justify;\">4月14日，“中国驻伊朗大使馆”微信公众号发布特别提醒，在伊中国公民要密切关注当地安全形势。全文如下：</p><p>当前，中东地区紧张局势进一步加剧，伊朗当地安全形势更趋严峻复杂。</p><p>中国驻伊朗大使馆再次提醒在伊中国公民和企业密切跟踪当地安全形势和使馆发出的安全提醒，切实增强安全意识，时刻绷紧安全防范这根弦，坚决避免前往敏感地区和人员密集场所，加强安全防范，确保安全。</p><p>如遇紧急情况，请及时报警并与驻伊朗使馆联系寻求协助：</p><p>伊朗急救电话：115</p><p>伊朗报警电话：110</p><p>外交部全球领事保护与服务应急热线（24小时）：+86-10-12308或+86-10-65612308</p><p>中国驻伊朗大使馆领事保护与协助电话：+98-9122176035</p><p>中国驻阿巴斯总领馆领事保护与协助电话：+98-9914240393</p><p><strong>全球金融市场紧张</strong></p><p style=\"text-align: justify;\">伊朗袭击以色列的时间点恰逢周六，全球大部分金融市场均处于休市状态，尚未做出反应。但虚拟货币市场已经上演了剧烈波动。</p><p style=\"text-align: justify;\">4月14日凌晨，比特币一度重挫超6000美元，最低跌至60000美元一线，随后稍有回升，日内跌幅超5%；以太坊一度跳水跌至2811美元/枚，日内最大跌幅超13%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2880e4534a5354420dca3d5f5249548f\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"590\"/></p><p style=\"text-align: justify;\">CoinGlass数据显示，最近24个小时内，全球虚拟货币市场多达25.3万投资者被爆仓，爆仓总金额达9.54亿美元（约合人民币69亿元）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d835a53da23e4b86ad4f73e353e6045a\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"839\"/></p><p style=\"text-align: justify;\">当前，金融市场风声鹤唳，避险情绪持续升温。</p><p style=\"text-align: justify;\">分析人士指出，对于国际油价而言，这或许又是一场“血色助攻”。鉴于以色列和伊朗之间的冲突升级，国际油价在短期内或将走高。</p><p style=\"text-align: justify;\">周五，全球基准布伦特原油一度突破92美元/桶，跃升至去年10月以来的最高水平，今年以来，油价累计飙升已经达19%。</p><p style=\"text-align: justify;\">华尔街知名大多头、市场研究机构Yardeni Research的创始人Ed Yardeni警告称，国际油价在这一局势影响下可能达到100美元/桶，此外中东局势还削弱了美股上涨动能。</p><p style=\"text-align: justify;\">另外，分析人士指出，避险情绪的升温或将进一步助推国际金价走高。从历史上看，这种地缘政治形势的发展会促使投资者转向黄金的安全性，从而推高金价。</p><p style=\"text-align: justify;\">机构分析师James Hyerczyk指出，在接下来的一周，黄金价格很可能会继续其波动趋势，保持高位甚至上涨势头增加的潜力依旧很大。</p><p style=\"text-align: justify;\"><strong>在此之前，随着避险情绪的升温，黄金价格已经屡创历史新高，涨得华尔街“怀疑人生”。其中，现货黄金本周上涨1.3%，最新价格报2344.25美元，今年以来，累计涨幅已达14%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a2061c3977c97303c123bbd68cff3bd\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"592\"/></p><p style=\"text-align: justify;\">值得注意的是，华尔街所谓的“恐慌指标”VIX指数已经升至去年10月以来最高水平，华尔街分析师警告称，当前市场明显低估了地缘风险。</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\" 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.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突发！安理会将紧急开会！金融市场震荡，超25万人爆仓\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\">2024-04-14 11:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>中东局势传来最新消息。</p><p style=\"text-align: justify;\">当地时间4月14日，伊朗常驻联合国代表团在社交媒体上发文表示，伊朗对以色列的袭击可以被视为已“结束”。伊朗伊斯兰革命卫队高级指挥官警告称，如果以色列对伊朗领土采取任何行动，伊朗将以双倍的力量回应。</p><p style=\"text-align: justify;\">据以色列时报、以色列12频道等媒体报道，当地时间14日，一名以色列高级官员表示，他承诺将对伊朗的袭击做出“前所未有的反应”，并要求以色列人不要就寝，以目睹德黑兰即将发生的事情。</p><p style=\"text-align: justify;\"><strong>美国全国广播公司(NBC)消息显示，美国总统拜登私下表达了对以色列总理内塔尼亚胡试图将美国更深地拖入更广泛冲突的担忧。</strong></p><p style=\"text-align: justify;\">据新华社消息，联合国安理会将于14日就伊朗袭击以色列举行紧急会议。当天，“中国驻伊朗大使馆”微信公众号发布特别提醒，在伊中国公民要密切关注当地安全形势。</p><p style=\"text-align: justify;\">伊朗袭击以色列的时间点恰逢周六，全球大部分金融市场均处于休市状态，尚未做出反应，但虚拟货币市场已经上演了剧烈波动。最近24个小时内，全球虚拟货币市场多达25.3万投资者爆仓。分析人士认为，对于国际油价而言，这或许又是一场“血色助攻”。鉴于以色列和伊朗之间的冲突升级，国际油价在短期内或将走高。</p><p><strong>以色列：将做出“前所未有的反应”</strong></p><p style=\"text-align: justify;\">当地时间4月14日，伊朗常驻联合国代表团在社交媒体上发文表示，伊朗对以色列的袭击可以被视为已“结束”。据伊朗国家电视台英文频道报道，当地时间14日，伊朗伊斯兰革命卫队高级指挥官表示，如果以色列对伊朗领土采取任何行动，伊朗将以双倍的力量回应。</p><p style=\"text-align: justify;\">据了解，第一批向以色列发射的无人机是伊朗的“见证者136”无人机。该无人机以价格低廉、作战高效、破坏能力强著称，机长3.5米，翼展2.5米，可携带数十公斤炸药。</p><p style=\"text-align: justify;\">据伊朗国家电视台当地时间14日报道，伊朗向以色列发射的导弹中，有约一半成功击中目标。伊朗官方通讯社发布的视频显示，伊朗弹道导弹击中以色列领土。</p><p style=\"text-align: justify;\"><strong>当地时间14日，以色列国防军发言人哈加里称，迄今为止有超过200枚导弹和无人机从伊朗发射到以色列，其中绝大多数在以色列领空外被拦截。以色列南部的一个军事基地受到了轻微损坏。</strong></p><p style=\"text-align: justify;\">但据以色列时报、以色列12频道等媒体报道，当地时间14日，一名以色列高级官员表示，他承诺将对伊朗的袭击做出“前所未有的反应”，并要求以色列人不要就寝，以目睹德黑兰即将发生的事情。</p><p style=\"text-align: justify;\">多家以色列媒体当地时间14日凌晨报道称，以色列安全内阁已授权战时内阁就如何回应伊朗对以色列境内的袭击做出决定。</p><p style=\"text-align: justify;\">这一授权意味着，由以色列总理内塔尼亚胡、国防部长加兰特和反对党领袖甘茨三人组成的战时内阁可无需征得安全内阁的同意，决定如何回应伊朗对以色列境内的袭击，从而在需要快速决策时简化相关流程。</p><p><strong>联合国安理会将召开紧急会议</strong></p><p style=\"text-align: justify;\">据新华社消息，联合国安理会将于14日就伊朗袭击以色列举行紧急会议。</p><p style=\"text-align: justify;\"><strong>当地时间4月13日，联合国秘书长古特雷斯发表声明，强烈谴责伊朗当晚对以色列发动的大规模袭击所代表的严重局势升级，并呼吁立即停止这些敌对行动。古特雷斯强调，该地区和世界都负担不起另一场战争。</strong></p><p style=\"text-align: justify;\">第78届联合国大会主席弗朗西斯发表声明，对中东局势发展深表关切。弗朗西斯表示，伊朗根据《联合国宪章》第51条自卫权解释了其行动。伊朗的反应加剧了中东本已紧张和微妙的和平与安全局势。</p><p style=\"text-align: justify;\">弗朗西斯强烈呼吁各方保持最大克制，避免该地区紧张局势进一步升级。他期望伊朗信守诺言，即通过他们今天的行动，“此事可以被视为结束”。</p><p style=\"text-align: justify;\">弗朗西斯强调，攻击和反击的恶性循环无助于解决问题，但不可避免地会导致更多的死亡和痛苦。</p><p><strong>拜登发声</strong></p><p style=\"text-align: justify;\">据伊朗塔斯尼姆通讯社报道，当地时间14日凌晨，伊朗伊斯兰革命卫队开始对以色列目标发动大规模导弹和无人机袭击。英国天空新闻网14日最新消息称，美国总统拜登刚刚在社交平台X发文，证实与他的国家安全团队会面，讨论伊朗对以色列的袭击，并在帖文中重申了对以色列的支持。</p><p style=\"text-align: justify;\"><strong>“我刚刚会见了国家安全团队，了解了伊朗袭击以色列的最新情况。我们对以色列安全不受伊朗及其代理人威胁的承诺坚不可摧。”拜登称，还配上了一张图片，显示他与国家安全团队在华盛顿召开会议的情况。</strong></p><p style=\"text-align: justify;\">据报道，据一名美国官员称，美国总统拜登和他的国家安全团队在早些时候的会议后短暂休息后，再次在局势室召开会议。之前的会议持续了大约两个小时。</p><p style=\"text-align: justify;\">另据最新消息，拜登正与以色列总理内塔尼亚胡通电话。</p><p style=\"text-align: justify;\"><strong>此外，据美国全国广播公司(NBC)消息，拜登私下表达了对以色列总理内塔尼亚胡试图将美国更深地拖入更广泛冲突的担忧。</strong></p><p style=\"text-align: justify;\">当地时间14日，以色列军队电台表示，以色列国防部长加兰特就以色列对伊朗袭击的防御行动，与美国国防部长奥斯汀通电话。</p><p>中国大使馆提醒</p><p style=\"text-align: justify;\">4月14日，“中国驻伊朗大使馆”微信公众号发布特别提醒，在伊中国公民要密切关注当地安全形势。全文如下：</p><p>当前，中东地区紧张局势进一步加剧，伊朗当地安全形势更趋严峻复杂。</p><p>中国驻伊朗大使馆再次提醒在伊中国公民和企业密切跟踪当地安全形势和使馆发出的安全提醒，切实增强安全意识，时刻绷紧安全防范这根弦，坚决避免前往敏感地区和人员密集场所，加强安全防范，确保安全。</p><p>如遇紧急情况，请及时报警并与驻伊朗使馆联系寻求协助：</p><p>伊朗急救电话：115</p><p>伊朗报警电话：110</p><p>外交部全球领事保护与服务应急热线（24小时）：+86-10-12308或+86-10-65612308</p><p>中国驻伊朗大使馆领事保护与协助电话：+98-9122176035</p><p>中国驻阿巴斯总领馆领事保护与协助电话：+98-9914240393</p><p><strong>全球金融市场紧张</strong></p><p style=\"text-align: justify;\">伊朗袭击以色列的时间点恰逢周六，全球大部分金融市场均处于休市状态，尚未做出反应。但虚拟货币市场已经上演了剧烈波动。</p><p style=\"text-align: justify;\">4月14日凌晨，比特币一度重挫超6000美元，最低跌至60000美元一线，随后稍有回升，日内跌幅超5%；以太坊一度跳水跌至2811美元/枚，日内最大跌幅超13%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2880e4534a5354420dca3d5f5249548f\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"590\"/></p><p style=\"text-align: justify;\">CoinGlass数据显示，最近24个小时内，全球虚拟货币市场多达25.3万投资者被爆仓，爆仓总金额达9.54亿美元（约合人民币69亿元）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d835a53da23e4b86ad4f73e353e6045a\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"839\"/></p><p style=\"text-align: justify;\">当前，金融市场风声鹤唳，避险情绪持续升温。</p><p style=\"text-align: justify;\">分析人士指出，对于国际油价而言，这或许又是一场“血色助攻”。鉴于以色列和伊朗之间的冲突升级，国际油价在短期内或将走高。</p><p style=\"text-align: justify;\">周五，全球基准布伦特原油一度突破92美元/桶，跃升至去年10月以来的最高水平，今年以来，油价累计飙升已经达19%。</p><p style=\"text-align: justify;\">华尔街知名大多头、市场研究机构Yardeni Research的创始人Ed Yardeni警告称，国际油价在这一局势影响下可能达到100美元/桶，此外中东局势还削弱了美股上涨动能。</p><p style=\"text-align: justify;\">另外，分析人士指出，避险情绪的升温或将进一步助推国际金价走高。从历史上看，这种地缘政治形势的发展会促使投资者转向黄金的安全性，从而推高金价。</p><p style=\"text-align: justify;\">机构分析师James Hyerczyk指出，在接下来的一周，黄金价格很可能会继续其波动趋势，保持高位甚至上涨势头增加的潜力依旧很大。</p><p style=\"text-align: justify;\"><strong>在此之前，随着避险情绪的升温，黄金价格已经屡创历史新高，涨得华尔街“怀疑人生”。其中，现货黄金本周上涨1.3%，最新价格报2344.25美元，今年以来，累计涨幅已达14%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a2061c3977c97303c123bbd68cff3bd\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"592\"/></p><p style=\"text-align: justify;\">值得注意的是，华尔街所谓的“恐慌指标”VIX指数已经升至去年10月以来最高水平，华尔街分析师警告称，当前市场明显低估了地缘风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175745806","content_text":"中东局势传来最新消息。当地时间4月14日，伊朗常驻联合国代表团在社交媒体上发文表示，伊朗对以色列的袭击可以被视为已“结束”。伊朗伊斯兰革命卫队高级指挥官警告称，如果以色列对伊朗领土采取任何行动，伊朗将以双倍的力量回应。据以色列时报、以色列12频道等媒体报道，当地时间14日，一名以色列高级官员表示，他承诺将对伊朗的袭击做出“前所未有的反应”，并要求以色列人不要就寝，以目睹德黑兰即将发生的事情。美国全国广播公司(NBC)消息显示，美国总统拜登私下表达了对以色列总理内塔尼亚胡试图将美国更深地拖入更广泛冲突的担忧。据新华社消息，联合国安理会将于14日就伊朗袭击以色列举行紧急会议。当天，“中国驻伊朗大使馆”微信公众号发布特别提醒，在伊中国公民要密切关注当地安全形势。伊朗袭击以色列的时间点恰逢周六，全球大部分金融市场均处于休市状态，尚未做出反应，但虚拟货币市场已经上演了剧烈波动。最近24个小时内，全球虚拟货币市场多达25.3万投资者爆仓。分析人士认为，对于国际油价而言，这或许又是一场“血色助攻”。鉴于以色列和伊朗之间的冲突升级，国际油价在短期内或将走高。以色列：将做出“前所未有的反应”当地时间4月14日，伊朗常驻联合国代表团在社交媒体上发文表示，伊朗对以色列的袭击可以被视为已“结束”。据伊朗国家电视台英文频道报道，当地时间14日，伊朗伊斯兰革命卫队高级指挥官表示，如果以色列对伊朗领土采取任何行动，伊朗将以双倍的力量回应。据了解，第一批向以色列发射的无人机是伊朗的“见证者136”无人机。该无人机以价格低廉、作战高效、破坏能力强著称，机长3.5米，翼展2.5米，可携带数十公斤炸药。据伊朗国家电视台当地时间14日报道，伊朗向以色列发射的导弹中，有约一半成功击中目标。伊朗官方通讯社发布的视频显示，伊朗弹道导弹击中以色列领土。当地时间14日，以色列国防军发言人哈加里称，迄今为止有超过200枚导弹和无人机从伊朗发射到以色列，其中绝大多数在以色列领空外被拦截。以色列南部的一个军事基地受到了轻微损坏。但据以色列时报、以色列12频道等媒体报道，当地时间14日，一名以色列高级官员表示，他承诺将对伊朗的袭击做出“前所未有的反应”，并要求以色列人不要就寝，以目睹德黑兰即将发生的事情。多家以色列媒体当地时间14日凌晨报道称，以色列安全内阁已授权战时内阁就如何回应伊朗对以色列境内的袭击做出决定。这一授权意味着，由以色列总理内塔尼亚胡、国防部长加兰特和反对党领袖甘茨三人组成的战时内阁可无需征得安全内阁的同意，决定如何回应伊朗对以色列境内的袭击，从而在需要快速决策时简化相关流程。联合国安理会将召开紧急会议据新华社消息，联合国安理会将于14日就伊朗袭击以色列举行紧急会议。当地时间4月13日，联合国秘书长古特雷斯发表声明，强烈谴责伊朗当晚对以色列发动的大规模袭击所代表的严重局势升级，并呼吁立即停止这些敌对行动。古特雷斯强调，该地区和世界都负担不起另一场战争。第78届联合国大会主席弗朗西斯发表声明，对中东局势发展深表关切。弗朗西斯表示，伊朗根据《联合国宪章》第51条自卫权解释了其行动。伊朗的反应加剧了中东本已紧张和微妙的和平与安全局势。弗朗西斯强烈呼吁各方保持最大克制，避免该地区紧张局势进一步升级。他期望伊朗信守诺言，即通过他们今天的行动，“此事可以被视为结束”。弗朗西斯强调，攻击和反击的恶性循环无助于解决问题，但不可避免地会导致更多的死亡和痛苦。拜登发声据伊朗塔斯尼姆通讯社报道，当地时间14日凌晨，伊朗伊斯兰革命卫队开始对以色列目标发动大规模导弹和无人机袭击。英国天空新闻网14日最新消息称，美国总统拜登刚刚在社交平台X发文，证实与他的国家安全团队会面，讨论伊朗对以色列的袭击，并在帖文中重申了对以色列的支持。“我刚刚会见了国家安全团队，了解了伊朗袭击以色列的最新情况。我们对以色列安全不受伊朗及其代理人威胁的承诺坚不可摧。”拜登称，还配上了一张图片，显示他与国家安全团队在华盛顿召开会议的情况。据报道，据一名美国官员称，美国总统拜登和他的国家安全团队在早些时候的会议后短暂休息后，再次在局势室召开会议。之前的会议持续了大约两个小时。另据最新消息，拜登正与以色列总理内塔尼亚胡通电话。此外，据美国全国广播公司(NBC)消息，拜登私下表达了对以色列总理内塔尼亚胡试图将美国更深地拖入更广泛冲突的担忧。当地时间14日，以色列军队电台表示，以色列国防部长加兰特就以色列对伊朗袭击的防御行动，与美国国防部长奥斯汀通电话。中国大使馆提醒4月14日，“中国驻伊朗大使馆”微信公众号发布特别提醒，在伊中国公民要密切关注当地安全形势。全文如下：当前，中东地区紧张局势进一步加剧，伊朗当地安全形势更趋严峻复杂。中国驻伊朗大使馆再次提醒在伊中国公民和企业密切跟踪当地安全形势和使馆发出的安全提醒，切实增强安全意识，时刻绷紧安全防范这根弦，坚决避免前往敏感地区和人员密集场所，加强安全防范，确保安全。如遇紧急情况，请及时报警并与驻伊朗使馆联系寻求协助：伊朗急救电话：115伊朗报警电话：110外交部全球领事保护与服务应急热线（24小时）：+86-10-12308或+86-10-65612308中国驻伊朗大使馆领事保护与协助电话：+98-9122176035中国驻阿巴斯总领馆领事保护与协助电话：+98-9914240393全球金融市场紧张伊朗袭击以色列的时间点恰逢周六，全球大部分金融市场均处于休市状态，尚未做出反应。但虚拟货币市场已经上演了剧烈波动。4月14日凌晨，比特币一度重挫超6000美元，最低跌至60000美元一线，随后稍有回升，日内跌幅超5%；以太坊一度跳水跌至2811美元/枚，日内最大跌幅超13%。CoinGlass数据显示，最近24个小时内，全球虚拟货币市场多达25.3万投资者被爆仓，爆仓总金额达9.54亿美元（约合人民币69亿元）。当前，金融市场风声鹤唳，避险情绪持续升温。分析人士指出，对于国际油价而言，这或许又是一场“血色助攻”。鉴于以色列和伊朗之间的冲突升级，国际油价在短期内或将走高。周五，全球基准布伦特原油一度突破92美元/桶，跃升至去年10月以来的最高水平，今年以来，油价累计飙升已经达19%。华尔街知名大多头、市场研究机构Yardeni Research的创始人Ed Yardeni警告称，国际油价在这一局势影响下可能达到100美元/桶，此外中东局势还削弱了美股上涨动能。另外，分析人士指出，避险情绪的升温或将进一步助推国际金价走高。从历史上看，这种地缘政治形势的发展会促使投资者转向黄金的安全性，从而推高金价。机构分析师James Hyerczyk指出，在接下来的一周，黄金价格很可能会继续其波动趋势，保持高位甚至上涨势头增加的潜力依旧很大。在此之前，随着避险情绪的升温，黄金价格已经屡创历史新高，涨得华尔街“怀疑人生”。其中，现货黄金本周上涨1.3%，最新价格报2344.25美元，今年以来，累计涨幅已达14%。值得注意的是，华尔街所谓的“恐慌指标”VIX指数已经升至去年10月以来最高水平，华尔街分析师警告称，当前市场明显低估了地缘风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294228527345824,"gmtCreate":1712856294396,"gmtModify":1712856296047,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521442285147631","authorIdStr":"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/294228527345824","repostId":"2426940266","repostType":4,"repost":{"id":"2426940266","kind":"highlight","pubTimestamp":1712814351,"share":"https://www.laohu8.com/m/news/2426940266?lang=&edition=full","pubTime":"2024-04-11 13:45","market":"us","language":"zh","title":"不降息也不怕！杰富瑞：美股涨势另有推手","url":"https://stock-news.laohu8.com/highlight/detail?id=2426940266","media":"金十数据","summary":"有关美联储长期维持高利率的讨论可能被经济的利好消息淹没.......","content":"<html><head></head><body><blockquote><p>杰富瑞首席市场策略师预计，有关美联储长期维持高利率的讨论可能被经济的利好消息淹没.......</p></blockquote><p><a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>（Jefferies）首席市场策略师戴维·泽沃斯（David Zervos）表示，对周三高于预期的通胀数据感到担忧的美股交易员不必担心。他表示，无论美联储是否降息，风险资产都能够“蓬勃发展”。</p><p>周三，最新的消费者价格指数（CPI）全面超出经济学家的预期，再次引发了人们对美联储将推迟降息的担忧，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数（SPX）和以科技股为主的纳斯达克100指数（NDX）下跌逾1%，而10年期美国国债收益率飙升至今年迄今新高，站上4.5%。</p><p>不过，泽沃斯认为，<strong>美国股市仍可能因经济的利好消息而继续上涨</strong>。他预计，<strong>这将淹没有关美联储长期维持高利率的讨论。</strong></p><p>美国经济数据持续走强，美联储暗示不会急于放松货币政策，这促使投资者重新调整对降息时间和频率的预期。周三公布通胀数据后，交易员现在预计政策制定者今年从9月开始只会降息两次。</p><p>泽沃斯表示，市场在2024年初预期美联储今年将降息六次，这“几乎和他们在去年年初预期当年将降息两次一样愚蠢”。</p><p>虽然他认为大幅降息只是一厢情愿的想法，但他也认为，与传统的紧缩周期相比，如今的政策限制性仍然较低。他指出，美联储的资产负债表表明“量化宽松的刺激效应仍然存在”。</p><p>泽沃斯写道，“长期以来，市场一直预测经济将因高利率而陷入困境，而他们最终未能如愿，<strong>真正被忽略的一环是美联储仍具刺激性的资产负债表。</strong>”</p><p>美联储周三公布的上一次政策会议纪要还显示，政策制定者“普遍赞成”将资产组合缩减速度放缓约一半。</p><p>此外，泽沃斯表示，市场似乎相信美联储不会失去对通胀的控制。他指出，<strong>五年期远期盈亏平衡利率（衡量未来通胀压力的一个指标）几乎没有变化</strong>。</p><p>泽沃斯表示：“风险资产应在此企稳并恢复升势，因经济增长方面的利好消息将抵消美联储的不利因素，美联储需要在稍长一段时间内维持略高的利率，以完全稳定长期通胀预期。”他还赞扬美联储主席鲍威尔去年反对降息的举措。</p><p>泽沃斯称，“鲍威尔过去的鹰派观望立场看来是完全正确的。”他还表示，前美联储主席沃尔克“将为此感到自豪”。</p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>不降息也不怕！杰富瑞：美股涨势另有推手</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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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不降息也不怕！杰富瑞：美股涨势另有推手\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-11 13:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=136298&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>杰富瑞首席市场策略师预计，有关美联储长期维持高利率的讨论可能被经济的利好消息淹没.......杰富瑞（Jefferies）首席市场策略师戴维·泽沃斯（David Zervos）表示，对周三高于预期的通胀数据感到担忧的美股交易员不必担心。他表示，无论美联储是否降息，风险资产都能够“蓬勃发展”。周三，最新的消费者价格指数（CPI）全面超出经济学家的预期，再次引发了人们对美联储将推迟降息的担忧，...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=136298&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=136298&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426940266","content_text":"杰富瑞首席市场策略师预计，有关美联储长期维持高利率的讨论可能被经济的利好消息淹没.......杰富瑞（Jefferies）首席市场策略师戴维·泽沃斯（David Zervos）表示，对周三高于预期的通胀数据感到担忧的美股交易员不必担心。他表示，无论美联储是否降息，风险资产都能够“蓬勃发展”。周三，最新的消费者价格指数（CPI）全面超出经济学家的预期，再次引发了人们对美联储将推迟降息的担忧，标普500指数（SPX）和以科技股为主的纳斯达克100指数（NDX）下跌逾1%，而10年期美国国债收益率飙升至今年迄今新高，站上4.5%。不过，泽沃斯认为，美国股市仍可能因经济的利好消息而继续上涨。他预计，这将淹没有关美联储长期维持高利率的讨论。美国经济数据持续走强，美联储暗示不会急于放松货币政策，这促使投资者重新调整对降息时间和频率的预期。周三公布通胀数据后，交易员现在预计政策制定者今年从9月开始只会降息两次。泽沃斯表示，市场在2024年初预期美联储今年将降息六次，这“几乎和他们在去年年初预期当年将降息两次一样愚蠢”。虽然他认为大幅降息只是一厢情愿的想法，但他也认为，与传统的紧缩周期相比，如今的政策限制性仍然较低。他指出，美联储的资产负债表表明“量化宽松的刺激效应仍然存在”。泽沃斯写道，“长期以来，市场一直预测经济将因高利率而陷入困境，而他们最终未能如愿，真正被忽略的一环是美联储仍具刺激性的资产负债表。”美联储周三公布的上一次政策会议纪要还显示，政策制定者“普遍赞成”将资产组合缩减速度放缓约一半。此外，泽沃斯表示，市场似乎相信美联储不会失去对通胀的控制。他指出，五年期远期盈亏平衡利率（衡量未来通胀压力的一个指标）几乎没有变化。泽沃斯表示：“风险资产应在此企稳并恢复升势，因经济增长方面的利好消息将抵消美联储的不利因素，美联储需要在稍长一段时间内维持略高的利率，以完全稳定长期通胀预期。”他还赞扬美联储主席鲍威尔去年反对降息的举措。泽沃斯称，“鲍威尔过去的鹰派观望立场看来是完全正确的。”他还表示，前美联储主席沃尔克“将为此感到自豪”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294167961657632,"gmtCreate":1712841373973,"gmtModify":1712841375422,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521442285147631","authorIdStr":"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/294167961657632","repostId":"2424075217","repostType":2,"repost":{"id":"2424075217","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1712083320,"share":"https://www.laohu8.com/m/news/2424075217?lang=&edition=full","pubTime":"2024-04-03 02:42","market":"nz","language":"en","title":"VivoPower's stock rockets four-fold after deal to sell Tembo EV subsidiary for a big gain","url":"https://stock-news.laohu8.com/highlight/detail?id=2424075217","media":"Dow Jones","summary":"Shares of VivoPower International PLC took off on Tuesday, after the U.K.-based sustainable-energy company announced a deal to sell its electric-utility-vehicle subsidiary Tembo for a big profit.Under terms of the deal, Tembo will merge with special-purpose acquisition company Cactus Acquisition Corp. 1 Ltd.  After the deal closes, which is expected in May, the combined company is expected to remain listed on the Nasdaq under the name Tembo Group.Cactus Acquisition will issue 83.8 million shares priced at $10 per share to VivoPower  in exchange for Tembo, which represents an equity valuation for Tembo of $838 million.That valuation is about 120 times the $7.1 million in cash that VivoPower paid to buy Tembo during the fiscal year that ended June 2021.VivoPower's stock skyrocketed 323.4% in afternoon trading, enough to make it the biggest gainer among major U.S. exchanges. Trading volume soared to 105.9 million shares, which dwarfs its full-day average of about 17,100 shares and its pre","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW <a href=\"https://laohu8.com/S/VVPR\">VivoPower</a>'s stock rockets four-fold after deal to sell Tembo EV subsidiary for a big gain\n</p>\n<p>\n  By Tomi Kilgore \n</p>\n<p>\n     Shares of VivoPower International PLC took off on Tuesday, after the U.K.-based sustainable-energy company announced a deal to sell its electric-utility-vehicle subsidiary Tembo for a big profit. \n</p>\n<p>\n     Under terms of the deal, Tembo will merge with special-purpose acquisition company Cactus Acquisition Corp. 1 Ltd. <a href=\"https://laohu8.com/S/CCTS\">$(CCTS)$</a> After the deal closes, which is expected in May, the combined company is expected to remain listed on the Nasdaq under the name Tembo Group. \n</p>\n<p>\n     Cactus Acquisition will issue 83.8 million shares priced at $10 per share to VivoPower (VVPR) in exchange for Tembo, which represents an equity valuation for Tembo of $838 million. \n</p>\n<p>\n     That valuation is about 120 times the $7.1 million in cash that VivoPower paid to buy Tembo during the fiscal year that ended June 2021. \n</p>\n<p>\n     VivoPower's stock skyrocketed 323.4% in afternoon trading, enough to make it the biggest gainer among major U.S. exchanges. Trading volume soared to 105.9 million shares, which dwarfs its full-day average of about 17,100 shares and its previous one-day record of 11.05 million shares traded on Oct. 9, 2020. \n</p>\n<p>\n     Cactus Acquisition's stock slipped 0.5%. \n</p>\n<p>\n     Once the deal closes, VivoPower will distribute a total of 16.76 million Tembo dividend shares, or about 20% of the $83.8 million share-merger consideration, to its shareholders of record as of April 30. \n</p>\n<p>\n     VivoPower is a sustainable-energy company that focuses on the electrification of off-road and on-road utility vehicles. Tembo provides off-road and on-road electric utility vehicles and helps companies electrify their fleets. \n</p>\n<p>\n     In VivoPower's latest annual report filed in March, the company said it had a net loss for the fiscal year ended June 30, 2023 of $24.4 million on revenue from contracts with customers of $15.1 million - compared with a loss of $22.1 million on revenue of $37.6 million in fiscal 2022. \n</p>\n<p>\n     Year to date, VivoPower's stock has now rallied 218.1%, while Cactus Acquisition shares have slipped 3.8% and the S&amp;P 500 index SPX has advanced 9%. \n</p>\n<p>\n     -Tomi Kilgore \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 02, 2024 14:42 ET (18:42 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>VivoPower's stock rockets four-fold after deal to sell Tembo EV subsidiary for a big gain</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\">\nVivoPower's stock rockets four-fold after deal to sell Tembo EV subsidiary for a big gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-03 02:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW <a href=\"https://laohu8.com/S/VVPR\">VivoPower</a>'s stock rockets four-fold after deal to sell Tembo EV subsidiary for a big gain\n</p>\n<p>\n  By Tomi Kilgore \n</p>\n<p>\n     Shares of VivoPower International PLC took off on Tuesday, after the U.K.-based sustainable-energy company announced a deal to sell its electric-utility-vehicle subsidiary Tembo for a big profit. \n</p>\n<p>\n     Under terms of the deal, Tembo will merge with special-purpose acquisition company Cactus Acquisition Corp. 1 Ltd. <a href=\"https://laohu8.com/S/CCTS\">$(CCTS)$</a> After the deal closes, which is expected in May, the combined company is expected to remain listed on the Nasdaq under the name Tembo Group. \n</p>\n<p>\n     Cactus Acquisition will issue 83.8 million shares priced at $10 per share to VivoPower (VVPR) in exchange for Tembo, which represents an equity valuation for Tembo of $838 million. \n</p>\n<p>\n     That valuation is about 120 times the $7.1 million in cash that VivoPower paid to buy Tembo during the fiscal year that ended June 2021. \n</p>\n<p>\n     VivoPower's stock skyrocketed 323.4% in afternoon trading, enough to make it the biggest gainer among major U.S. exchanges. Trading volume soared to 105.9 million shares, which dwarfs its full-day average of about 17,100 shares and its previous one-day record of 11.05 million shares traded on Oct. 9, 2020. \n</p>\n<p>\n     Cactus Acquisition's stock slipped 0.5%. \n</p>\n<p>\n     Once the deal closes, VivoPower will distribute a total of 16.76 million Tembo dividend shares, or about 20% of the $83.8 million share-merger consideration, to its shareholders of record as of April 30. \n</p>\n<p>\n     VivoPower is a sustainable-energy company that focuses on the electrification of off-road and on-road utility vehicles. Tembo provides off-road and on-road electric utility vehicles and helps companies electrify their fleets. \n</p>\n<p>\n     In VivoPower's latest annual report filed in March, the company said it had a net loss for the fiscal year ended June 30, 2023 of $24.4 million on revenue from contracts with customers of $15.1 million - compared with a loss of $22.1 million on revenue of $37.6 million in fiscal 2022. \n</p>\n<p>\n     Year to date, VivoPower's stock has now rallied 218.1%, while Cactus Acquisition shares have slipped 3.8% and the S&amp;P 500 index SPX has advanced 9%. \n</p>\n<p>\n     -Tomi Kilgore \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 02, 2024 14:42 ET (18:42 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VVPR":"VivoPower","CCTS":"Cactus Acquisition Corp 1 Ltd","BK4133":"新能源发电业者"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424075217","content_text":"MW VivoPower's stock rockets four-fold after deal to sell Tembo EV subsidiary for a big gain\n\n\n  By Tomi Kilgore \n\n\n     Shares of VivoPower International PLC took off on Tuesday, after the U.K.-based sustainable-energy company announced a deal to sell its electric-utility-vehicle subsidiary Tembo for a big profit. \n\n\n     Under terms of the deal, Tembo will merge with special-purpose acquisition company Cactus Acquisition Corp. 1 Ltd. $(CCTS)$ After the deal closes, which is expected in May, the combined company is expected to remain listed on the Nasdaq under the name Tembo Group. \n\n\n     Cactus Acquisition will issue 83.8 million shares priced at $10 per share to VivoPower (VVPR) in exchange for Tembo, which represents an equity valuation for Tembo of $838 million. \n\n\n     That valuation is about 120 times the $7.1 million in cash that VivoPower paid to buy Tembo during the fiscal year that ended June 2021. \n\n\n     VivoPower's stock skyrocketed 323.4% in afternoon trading, enough to make it the biggest gainer among major U.S. exchanges. Trading volume soared to 105.9 million shares, which dwarfs its full-day average of about 17,100 shares and its previous one-day record of 11.05 million shares traded on Oct. 9, 2020. \n\n\n     Cactus Acquisition's stock slipped 0.5%. \n\n\n     Once the deal closes, VivoPower will distribute a total of 16.76 million Tembo dividend shares, or about 20% of the $83.8 million share-merger consideration, to its shareholders of record as of April 30. \n\n\n     VivoPower is a sustainable-energy company that focuses on the electrification of off-road and on-road utility vehicles. Tembo provides off-road and on-road electric utility vehicles and helps companies electrify their fleets. \n\n\n     In VivoPower's latest annual report filed in March, the company said it had a net loss for the fiscal year ended June 30, 2023 of $24.4 million on revenue from contracts with customers of $15.1 million - compared with a loss of $22.1 million on revenue of $37.6 million in fiscal 2022. \n\n\n     Year to date, VivoPower's stock has now rallied 218.1%, while Cactus Acquisition shares have slipped 3.8% and the S&P 500 index SPX has advanced 9%. \n\n\n     -Tomi Kilgore \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 02, 2024 14:42 ET (18:42 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217387850313808,"gmtCreate":1694097112137,"gmtModify":1694097113379,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521442285147631","authorIdStr":"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/217387850313808","repostId":"2364784967","repostType":2,"repost":{"id":"2364784967","kind":"highlight","pubTimestamp":1693927817,"share":"https://www.laohu8.com/m/news/2364784967?lang=&edition=full","pubTime":"2023-09-05 23:30","market":"us","language":"en","title":"7 F-Rated Meme Stocks to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2364784967","media":"InvestorPlace","summary":"These popular meme stocks should be avoided at all costs – no matter what you may see on social media.","content":"<html><head></head><body><p>Sometimes I really question why we’re still talking about meme stocks. When will investors learn that the unpredictable nature of meme stocks nearly always makes them a bad investment choice?</p><p>Meme stocks really took off during the Covid-19 pandemic. Investors had nothing else to do except stay home and play around on their phones and computers.</p><p>Meanwhile, economic stimulus checks and inflated unemployment payments designed to keep the economy from tanking meant that many people had plenty of disposable income.</p><p>Most commonly, meme stocks are those that get their energy from social media and online communities. Retail investors coordinate buying and selling hoping to initiate a short squeeze that forces short sellers to buy more shares to cover their positions, driving up the stock price.</p><p>Meme stocks are almost always volatile and unpredictable. But I also don’t like them because there’s nothing about a meme stock’s rise that involves the company’s performance, earnings potential, growth or other metrics that the Portfolio Grader considers.</p><p>Instead, a meme stock is entirely reliant on the whims of the collective on an online community that is trying to boost a stock price artificially.</p><p>That’s not investing. It’s gambling. And the odds are tremendously long.</p><p>These popular meme stocks should be avoided at all costs no matter what you may see in social media.</p><h2 id=\"id_2423019260\">Mullen Automotive (MULN)</h2><p><strong>Mullen Automotive</strong> (NASDAQ: <strong>MULN</strong>) trades on the <strong>Nasdaq composite</strong>, but you probably shouldn’t get used to it. Mullen has until Sept. 5 to regain compliance with the Nasdaq by getting its stock price over $1. And I don’t think it’s going to make it.</p><p>Mullen’s most recent effort to boost its stock price was on Aug. 11, when it executed a 1-for-9 reverse stock split. At the time of the decision, Mullen stock was trading at roughly 10 cents, so the 1-for-9 reverse stock split would go a long way to getting it to the promised land.</p><p>But Mullen has been unable to hold on to even that meager momentum. The stock is continuing to fall and currently trades close to 50 cents per share again. I guess Mullen should have done a 1-for-30 split or something to boost the price.</p><p>Mullen also bought back 2 million shares of stock last month as part of a corporate effort to raise the stock price, but that’s also not helping. So far, Mullen’s bought back 3.7 million shares of stock.</p><p>Maybe investors should realize that this meme stock isn’t worth the effort. The electric vehicle company can’t make headway. MULN stock is down 92% this year and has an “F” rating in the Portfolio Grader.</p><h2 id=\"id_3261014994\">Bionano (BNGO)</h2><p><strong>Bionano</strong> (NASDAQ: <strong>BNGO</strong>), is a California company that does gene mapping and provides analysis tools to help researchers working with gene structures. It completed a 1-for-10 reverse stock split in August to boost its stock price.</p><p>Unlike Mullen, this tactic will probably work to keep the company’s stock over $1. Currently, it’s close to $4.</p><p>Revenue in the second quarter came in at $8.6 million, but the company’s loss of $1.24 per share was much larger than the $1.05 that analysts expected.</p><p>Bionano also announced that CFO Christopher Stewart was stepping down in September when he will be replaced by Gulsen Kama.</p><p>BNGO stock has an “F” rating in the Portfolio Grader.</p><h2 id=\"id_3654912790\">ContextLogic (WISH)</h2><p><strong>ContextLogic</strong> (NASDAQ: <strong>WISH</strong>) operates the Wish.com e-commerce platform, connecting users to merchants in Europe, North America and South America.</p><p>Wish specializes in offering inexpensive products, but quality is apparently a problem–a review calls it a “gimmicky approach to e-commerce.”</p><p>The second-quarter earnings report was just ugly. Revenue of $78 million was less than estimates of $94.61 million and a drop of 42% from a year ago. The company also posted a loss of $3.34 per share.</p><p>Guidance for the third quarter was for a range of $55 million and $65 million, while analysts were looking for something closer to $102 million.</p><p>Is it any surprise that WISH stock is down 62% this year? It gets an “F” rating in the Portfolio Grader.</p><h2 id=\"id_2800548730\">Plug Power (PLUG)</h2><p>Investors once had high hopes for <strong>Plug Power</strong> (NASDAQ: <strong>PLUG</strong>) to make its mark in the hydrogen fuel cell industry. Hydrogen energy is a promising alternative energy that has zero emissions, an appealing proposition if you’re worried about global warming.</p><p>But Plug Power could not turn the corner in making the technology profitable. It’s built up a deficit of $3.3 billion since its inception and had a gross margin of -28% last year.</p><p>Earnings for the second quarter included revenue of $260.18 million, but the company continued its run of losses by posting an EPS loss of 35 cents per share – 10 cents per share worse than analysts expected.</p><p>PLUG stock is down 31% this year and it gets an “F” rating in the Portfolio Grader.</p><h2 id=\"id_1238658669\">Workhorse (WKHS)</h2><p>If you’re an investor in <strong>Workhorse</strong> (NASDAQ: <strong>WKHS</strong>), you probably still think about what could have been.</p><p>When it seemed all but certain that Workhorse’s electric vans were a perfect fit for the U.S. Postal Service, which was looking to upgrade its fleet of 60,000 mail trucks and was seeking a green alternative.</p><p>But it didn’t work out. The Postal Service shocked everyone (including Workhorse) by choosing defense contractor <strong><a href=\"https://laohu8.com/S/OSK\">Oshkosh</a></strong> (NYSE: <strong>OSK</strong>) for the work. Workhorse stock dropped 80% in just a few weeks.</p><p>Now the company’s operating on a much smaller scale. It received orders in the second quarter for a scant 62 vehicles and delivered 42. Sales for the quarter were $6.4 million, while the company’s net loss for the quarter was $23 million.</p><p>WKHS stock has an “F” rating in the Portfolio Grader.</p><h2 id=\"id_2604725992\"><a href=\"https://laohu8.com/S/WE\">WeWork</a> (WE)</h2><p><strong>WeWork</strong> (NYSE: <strong>WE</strong>) may just be a victim of bad timing. The company offers shared workspaces for people who don’t have an office to go to and want to have a professional workspace.</p><p>After the Covid-19 pandemic that completely normalized working from home, WeWork lost much of its appeal.</p><p>Today WE stock trades at barely a dime a share (and that’s after a 1-for-40 reverse stock split this summer). The shares are down 91% so far this year.</p><p>Even though retail traders keep trying to push WeWork up, such as a brief 40% gain on Aug. 14, there’s really nothing worth seeing here.</p><p>The New York Stock Exchange has started the process of delisting WeWork warrants in preparation for removing it from the exchange. And Wall Street firms are looking for bankruptcy options for the company.</p><p>WE stock has an “F” rating in the Portfolio Grader.</p><h2 id=\"id_2593939599\">Hanesbrands (HBI)</h2><p><strong>Hanesbrands</strong> (NYSE: <strong>HBI</strong>) is a North Carolina-based clothing manufacturer. Its signature Hanes line of clothing includes underwear for men and kids, T-shirts, socks and women’s underwear.</p><p>The company also has several other brands, including Champion sports apparel and several brands for women’s undergarments, including Bali, Playtex, JMS, Bonds and WonderBra.</p><p>But the company has been slow to come out of the pandemic. Demand for its products is down and inventory levels remain high, which affects Hanesbrands’ bottom line. The company saw revenue in the second quarter drop 5% from a year ago to $1.43 billion. Profit of $87 million was down from $154 million a year ago.</p><p>Hanesbrands suspended its dividend earlier this year and it doesn’t look like it’s coming back soon. The company lowered its 2023 guidance, now projecting sales in the range of $5.8 billion and $5.9 billion. Previously the company guided sales of $6.05 billion to $6.2 billion.</p><p>HBI stock is down 17% this year. It gets an “F” rating in the Portfolio Grader.</p></body></html>","source":"investorplace_stock_picks","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>7 F-Rated Meme Stocks to Avoid Like the Plague</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\">\n7 F-Rated Meme Stocks to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-05 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/09/7-f-rated-meme-stocks-to-avoid-like-the-plague/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sometimes I really question why we’re still talking about meme stocks. When will investors learn that the unpredictable nature of meme stocks nearly always makes them a bad investment choice?Meme ...</p>\n\n<a href=\"https://investorplace.com/2023/09/7-f-rated-meme-stocks-to-avoid-like-the-plague/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MULN":"Mullen Automotive","PLUG":"普拉格能源","BNGO":"Bionano Genomics","HBI":"哈尼斯品牌服装","WKHS":"Workhorse Group, Inc."},"source_url":"https://investorplace.com/2023/09/7-f-rated-meme-stocks-to-avoid-like-the-plague/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2364784967","content_text":"Sometimes I really question why we’re still talking about meme stocks. When will investors learn that the unpredictable nature of meme stocks nearly always makes them a bad investment choice?Meme stocks really took off during the Covid-19 pandemic. Investors had nothing else to do except stay home and play around on their phones and computers.Meanwhile, economic stimulus checks and inflated unemployment payments designed to keep the economy from tanking meant that many people had plenty of disposable income.Most commonly, meme stocks are those that get their energy from social media and online communities. Retail investors coordinate buying and selling hoping to initiate a short squeeze that forces short sellers to buy more shares to cover their positions, driving up the stock price.Meme stocks are almost always volatile and unpredictable. But I also don’t like them because there’s nothing about a meme stock’s rise that involves the company’s performance, earnings potential, growth or other metrics that the Portfolio Grader considers.Instead, a meme stock is entirely reliant on the whims of the collective on an online community that is trying to boost a stock price artificially.That’s not investing. It’s gambling. And the odds are tremendously long.These popular meme stocks should be avoided at all costs no matter what you may see in social media.Mullen Automotive (MULN)Mullen Automotive (NASDAQ: MULN) trades on the Nasdaq composite, but you probably shouldn’t get used to it. Mullen has until Sept. 5 to regain compliance with the Nasdaq by getting its stock price over $1. And I don’t think it’s going to make it.Mullen’s most recent effort to boost its stock price was on Aug. 11, when it executed a 1-for-9 reverse stock split. At the time of the decision, Mullen stock was trading at roughly 10 cents, so the 1-for-9 reverse stock split would go a long way to getting it to the promised land.But Mullen has been unable to hold on to even that meager momentum. The stock is continuing to fall and currently trades close to 50 cents per share again. I guess Mullen should have done a 1-for-30 split or something to boost the price.Mullen also bought back 2 million shares of stock last month as part of a corporate effort to raise the stock price, but that’s also not helping. So far, Mullen’s bought back 3.7 million shares of stock.Maybe investors should realize that this meme stock isn’t worth the effort. The electric vehicle company can’t make headway. MULN stock is down 92% this year and has an “F” rating in the Portfolio Grader.Bionano (BNGO)Bionano (NASDAQ: BNGO), is a California company that does gene mapping and provides analysis tools to help researchers working with gene structures. It completed a 1-for-10 reverse stock split in August to boost its stock price.Unlike Mullen, this tactic will probably work to keep the company’s stock over $1. Currently, it’s close to $4.Revenue in the second quarter came in at $8.6 million, but the company’s loss of $1.24 per share was much larger than the $1.05 that analysts expected.Bionano also announced that CFO Christopher Stewart was stepping down in September when he will be replaced by Gulsen Kama.BNGO stock has an “F” rating in the Portfolio Grader.ContextLogic (WISH)ContextLogic (NASDAQ: WISH) operates the Wish.com e-commerce platform, connecting users to merchants in Europe, North America and South America.Wish specializes in offering inexpensive products, but quality is apparently a problem–a review calls it a “gimmicky approach to e-commerce.”The second-quarter earnings report was just ugly. Revenue of $78 million was less than estimates of $94.61 million and a drop of 42% from a year ago. The company also posted a loss of $3.34 per share.Guidance for the third quarter was for a range of $55 million and $65 million, while analysts were looking for something closer to $102 million.Is it any surprise that WISH stock is down 62% this year? It gets an “F” rating in the Portfolio Grader.Plug Power (PLUG)Investors once had high hopes for Plug Power (NASDAQ: PLUG) to make its mark in the hydrogen fuel cell industry. Hydrogen energy is a promising alternative energy that has zero emissions, an appealing proposition if you’re worried about global warming.But Plug Power could not turn the corner in making the technology profitable. It’s built up a deficit of $3.3 billion since its inception and had a gross margin of -28% last year.Earnings for the second quarter included revenue of $260.18 million, but the company continued its run of losses by posting an EPS loss of 35 cents per share – 10 cents per share worse than analysts expected.PLUG stock is down 31% this year and it gets an “F” rating in the Portfolio Grader.Workhorse (WKHS)If you’re an investor in Workhorse (NASDAQ: WKHS), you probably still think about what could have been.When it seemed all but certain that Workhorse’s electric vans were a perfect fit for the U.S. Postal Service, which was looking to upgrade its fleet of 60,000 mail trucks and was seeking a green alternative.But it didn’t work out. The Postal Service shocked everyone (including Workhorse) by choosing defense contractor Oshkosh (NYSE: OSK) for the work. Workhorse stock dropped 80% in just a few weeks.Now the company’s operating on a much smaller scale. It received orders in the second quarter for a scant 62 vehicles and delivered 42. Sales for the quarter were $6.4 million, while the company’s net loss for the quarter was $23 million.WKHS stock has an “F” rating in the Portfolio Grader.WeWork (WE)WeWork (NYSE: WE) may just be a victim of bad timing. The company offers shared workspaces for people who don’t have an office to go to and want to have a professional workspace.After the Covid-19 pandemic that completely normalized working from home, WeWork lost much of its appeal.Today WE stock trades at barely a dime a share (and that’s after a 1-for-40 reverse stock split this summer). The shares are down 91% so far this year.Even though retail traders keep trying to push WeWork up, such as a brief 40% gain on Aug. 14, there’s really nothing worth seeing here.The New York Stock Exchange has started the process of delisting WeWork warrants in preparation for removing it from the exchange. And Wall Street firms are looking for bankruptcy options for the company.WE stock has an “F” rating in the Portfolio Grader.Hanesbrands (HBI)Hanesbrands (NYSE: HBI) is a North Carolina-based clothing manufacturer. Its signature Hanes line of clothing includes underwear for men and kids, T-shirts, socks and women’s underwear.The company also has several other brands, including Champion sports apparel and several brands for women’s undergarments, including Bali, Playtex, JMS, Bonds and WonderBra.But the company has been slow to come out of the pandemic. Demand for its products is down and inventory levels remain high, which affects Hanesbrands’ bottom line. The company saw revenue in the second quarter drop 5% from a year ago to $1.43 billion. Profit of $87 million was down from $154 million a year ago.Hanesbrands suspended its dividend earlier this year and it doesn’t look like it’s coming back soon. The company lowered its 2023 guidance, now projecting sales in the range of $5.8 billion and $5.9 billion. Previously the company guided sales of $6.05 billion to $6.2 billion.HBI stock is down 17% this year. It gets an “F” rating in the Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":325897412558944,"gmtCreate":1720566312701,"gmtModify":1720566314437,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521442285147631","authorIdStr":"3521442285147631"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VVPR\">$VivoPower(VVPR)$</a> 合并 上市 实锤了 躺赢拿股息","listText":"<a href=\"https://laohu8.com/S/VVPR\">$VivoPower(VVPR)$</a> 合并 上市 实锤了 躺赢拿股息","text":"$VivoPower(VVPR)$ 合并 上市 实锤了 躺赢拿股息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/325897412558944","isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4138621111675080","authorId":"4138621111675080","name":"小谷AI洞察","avatar":"https://static.tigerbbs.com/ed34002d87b2f93e10d511702e995ab8","crmLevel":4,"crmLevelSwitch":0,"idStr":"4138621111675080","authorIdStr":"4138621111675080"},"content":"没看到公告说这个呀","text":"没看到公告说这个呀","html":"没看到公告说这个呀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971572671,"gmtCreate":1599013889993,"gmtModify":1704221046355,"author":{"id":"3521442285147631","authorId":"3521442285147631","name":"SebuOba","avatar":"https://static.tigerbbs.com/b7883780849644650e2c9e643a0f9d6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521442285147631","authorIdStr":"3521442285147631"},"themes":[],"htmlText":"<a 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Inc.(RETO)$有啥内部消息吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163238086","isVote":1,"tweetType":1,"viewCount":585,"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,"idStr":"3521442285147631","authorIdStr":"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":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}