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走在雨中
10-05
中央银行亏损,联邦政府没钱关门,允许公民拥枪并赋予其推翻政府的权利⋯⋯,如此骚操作,居然号称“世界上最好的政府”[捂脸]
重磅数据公布,纳指涨超1%!白宫发声!美联储公布:巨亏超2000亿美元
走在雨中
2022-11-14
情怀,价值连城😄
离谱!乔布斯凉鞋被拍卖 磨损严重预计卖出43万元天价
走在雨中
2022-11-14
吓我一跳😄
史上最大增幅!苹果市值飙升13万亿
走在雨中
2022-11-14
名人效应,换个角度,值得珍藏😄
情怀的力量!乔布斯凉鞋被拍卖 预计成交
走在雨中
2022-09-20
消费者期望太高,但技术难免会遇到瓶颈,经济学家没有说错,错在不懂技术😄
@小虎AV:9月20日,经济学家任泽平发文,称iPhone 14或是苹果帝国盛极而衰的标志。他表示自乔布斯去世后,一家再无创新和进取精神的企业开始吃老本,怪不得巴菲特重仓苹果。同时任泽平称苹果灵动岛是伪创新,糊弄消费者[吃瓜]$苹果(AAPL)$
走在雨中
2022-09-02
市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄
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走在雨中
2022-08-10
后摄外凸大煞风景😄
iPhone14还有2TB版本!预计售价破两万
走在雨中
2022-07-27
作为未来的火星皇帝,私生活太乱,妥吗?😔
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走在雨中
2022-07-09
美国的本意是,全世界只有🍎
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走在雨中
2022-06-17
天不怕,地不怕,就怕流氓有文化😄
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走在雨中
2022-05-21
砸碎埃隆门,开启火星门😄
被踢出指数+性丑闻攻击,马斯克与ESG开启大战!
走在雨中
2022-05-09
居然招不到工人,对亚非拉地区放宽移民要求不可以吗?
招不到人,美国“工人荒”愈演愈烈
走在雨中
2022-04-29
推特是言论自由、政治民主的工具、讨论未来的平台、未来的“火星官网”、火始皇的喉舌😄
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走在雨中
2022-04-26
要实现人类移民火星的伟大梦想,统一舆论、统一思想、统一认识、统一意志、统一地球是必须的😄
马斯克买推特的真正原因:选总统,然后征服火星
走在雨中
2022-04-26
收购推特,左右舆论,竞选美国总统,统领地球,移民火星,殖民外太空,做上帝⋯⋯,幸好上帝不存在😄
买下推特后,马斯克离白宫又近了一步
走在雨中
2022-04-19
“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇是个例外😄
“木头姐”宣布:上调特斯拉5年目标价至4600美元
走在雨中
2022-04-19
“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄
抱歉,原内容已删除
走在雨中
2022-04-19
“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄
ARK上调特斯拉目标价:四年翻四倍至4600美元!
走在雨中
2022-04-18
热切期待1纳米😄
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走在雨中
2022-02-22
老公必备😄
女孩们看过来!苹果公司公布女性经期跟踪技术专利
去老虎APP查看更多动态
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","listText":"中央银行亏损,联邦政府没钱关门,允许公民拥枪并赋予其推翻政府的权利⋯⋯,如此骚操作,居然号称“世界上最好的政府”[捂脸] ","text":"中央银行亏损,联邦政府没钱关门,允许公民拥枪并赋予其推翻政府的权利⋯⋯,如此骚操作,居然号称“世界上最好的政府”[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356625832997128","repostId":"2472624965","repostType":2,"repost":{"id":"2472624965","pubTimestamp":1728053040,"share":"https://www.laohu8.com/m/news/2472624965?lang=&edition=full","pubTime":"2024-10-04 22:44","market":"other","language":"zh","title":"重磅数据公布,纳指涨超1%!白宫发声!美联储公布:巨亏超2000亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2472624965","media":"每日经济新闻","summary":"消息面上,交易员在数据公布后,也下调了11月降息50个基点的押注,对美联储未来四次会议降息幅度的预期不到100个基点。据证券时报e公司,美联储周四报告称,其亏损已突破2000亿美元大关。今年3月,美联储披露去年的账面亏损为1143亿美元。根据法律规定,美联储必须将利润上缴美国财政部。根据圣路易斯联邦储备银行的研究,从2011年到2021年,美联储向美国财政部上缴了近1万亿美元。","content":"<div>\n<p>每经编辑 张锦河 北京时间10月4日晚,美股三大指数集体高开,截至发稿前,道指涨0.65%,纳指涨1.05%,标普500指数涨0.70%。大型科技股集体上涨,特斯拉、亚马逊涨超2%,谷歌上涨0.75%,Meta上涨0.58%,英伟达上涨0.41%,微软上涨0.32%,苹果上涨0.02%。热门中概股继续走强,携程网涨逾6%,京东涨超3%,阿里巴巴涨逾1%,百度涨超0.7%。...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-10-04/doc-incrmaws3730403.shtml\">Web Link</a>\n\n</div>\n","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>重磅数据公布,纳指涨超1%!白宫发声!美联储公布:巨亏超2000亿美元</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重磅数据公布,纳指涨超1%!白宫发声!美联储公布:巨亏超2000亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-04 22:44 北京时间 <a href=https://finance.sina.com.cn/roll/2024-10-04/doc-incrmaws3730403.shtml><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每经编辑 张锦河 北京时间10月4日晚,美股三大指数集体高开,截至发稿前,道指涨0.65%,纳指涨1.05%,标普500指数涨0.70%。大型科技股集体上涨,特斯拉、亚马逊涨超2%,谷歌上涨0.75%,Meta上涨0.58%,英伟达上涨0.41%,微软上涨0.32%,苹果上涨0.02%。热门中概股继续走强,携程网涨逾6%,京东涨超3%,阿里巴巴涨逾1%,百度涨超0.7%。...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-10-04/doc-incrmaws3730403.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.sina.com.cn/roll/2024-10-04/doc-incrmaws3730403.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2472624965","content_text":"每经编辑 张锦河 北京时间10月4日晚,美股三大指数集体高开,截至发稿前,道指涨0.65%,纳指涨1.05%,标普500指数涨0.70%。大型科技股集体上涨,特斯拉、亚马逊涨超2%,谷歌上涨0.75%,Meta上涨0.58%,英伟达上涨0.41%,微软上涨0.32%,苹果上涨0.02%。热门中概股继续走强,携程网涨逾6%,京东涨超3%,阿里巴巴涨逾1%,百度涨超0.7%。10月4日周五,美国劳工统计局公布数据显示,9月非农就业人口增加25.4万人,远超预期的15万人;9月失业率为4.1%,低于预期与前值的4.2%。日前,高盛交易员Flood警告称,“股市希望非农数据大致符合预期。过热或过冷都会加速周末的风险规避行为(显然,过冷要糟糕得多)”。消息面上,交易员在数据公布后,也下调了11月降息50个基点的押注,对美联储未来四次会议降息幅度的预期不到100个基点。美国白宫在一份声明中表示:“今天,我们收到了美国工人和家庭的好消息,9月份新增就业岗位超过25万个,失业率降至4.1%。根据今天的报告,我们创造了1600万个就业岗位,失业率保持在较低水平,工资增长快于物价上涨。在本届政府的领导下,失业率降至50年来的最低水平,创造了创纪录的1900万家新企业,通胀率和利率也在下降。我们也看到了集体谈判在提高工人工资方面的力量——包括码头工人与承运商的创纪录工资取得的进展,以及港口运营商和东海岸和海湾港口的重新开放。”声明还称:“国会共和党人对亿万富翁和大公司进行更大规模的减税,结束《平价医疗法案》,通过减少加班时间和增加组织难度来损害工人的利益,并征收全国销售税,这将使成本每年增加近4000美元。当他们把亿万富翁放在第一位的时候,我们将继续努力发展中产阶级。”据证券时报e公司,美联储周四报告称,其亏损已突破2000亿美元大关。截至周三,美联储向财政部上缴的收益(衡量其财务表现的指标)已达到-2012亿美元。但美联储官员强调,该项指标不影响美联储货币政策实施。据悉,该项指标名为“美联储应向财政部支付利润”(Earnings Remittances Due to the U.S. Treasury),每周公布一次。根据周三发布的数据,该指标为-2012.37亿美元,为该数据有统计以来的新低。该亏损源于美联储在本轮加息周期期间,向各大金融机构支付的利息。为了将短期利率维持在目标水平,美联储需要向银行和货币基金支付保证金存放在中央银行的补偿。这种利率管理的成本已经超过了美联储持有债券所产生的利息收入。2022年开始,为了抑制持续高企的通胀,美联储开始加息,将基准利率从接近零上升到5.25%至5.5%的区间。今年3月,美联储披露去年的账面亏损为1143亿美元。其中,美联储向银行支付了约1768亿美元,通过逆回购工具支付了1043亿美元,同时从债券利息中赚取了1638亿美元。美联储的收入来自于向银行提供的服务以及其持有债券的利息。根据法律规定,美联储必须将利润上缴美国财政部。根据圣路易斯联邦储备银行的研究,从2011年到2021年,美联储向美国财政部上缴了近1万亿美元。但美联储官员强调,这一指标反映的是账面亏损,不会影响其实施货币政策的能力。每日经济新闻综合自证券时报e公司、公开信息免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。封面图片来源:视觉中国-VCG41N1281576010\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667060341,"gmtCreate":1668435185284,"gmtModify":1668435187195,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"情怀,价值连城😄","listText":"情怀,价值连城😄","text":"情怀,价值连城😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667060341","repostId":"2282127206","repostType":2,"repost":{"id":"2282127206","pubTimestamp":1668137093,"share":"https://www.laohu8.com/m/news/2282127206?lang=&edition=full","pubTime":"2022-11-11 11:24","market":"us","language":"zh","title":"离谱!乔布斯凉鞋被拍卖 磨损严重预计卖出43万元天价","url":"https://stock-news.laohu8.com/highlight/detail?id=2282127206","media":"视频","summary":"近日,一家拍卖行宣布将拍卖乔布斯曾经使用过的一双凉鞋,目前这双凉鞋的出价已经超过了22500美元,拍卖行预计成交价在60000美元到80000美元之间。这双凉鞋的卖相可谓是惨不忍睹,不仅有着严重的磨损,而且有着较为严重的变形,...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://mercrt-fd.zol-img.com.cn/t_s600x337/g7/M00/08/09/ChMkLGNtvvGIWvv6AANjHQeKtrgAAJhmQBi6IcAA2M1348.png\"/><div>\n<div><div></div></div>\n</div>\n<p>近日,一家拍卖行宣布将拍卖乔布斯曾经使用过的一双凉鞋,目前这双凉鞋的出价已经超过了22500美元(约为人民币16万元),拍卖行预计成交价在60000美元到80000美元之间(人民币43万到57万)。</p><p><span></span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s600x337/g7/M00/08/09/ChMkLGNtvvGIWvv6AANjHQeKtrgAAJhmQBi6IcAA2M1348.png\"/></p><p>这双凉鞋的卖相可谓是惨不忍睹,不仅有着严重的磨损,而且有着较为严重的变形,虽然有着乔布斯的脚印,但是这纪念意义属实让人无法理解。</p><p><img src=\"https://mercrt-fd.zol-img.com.cn/t_s600x337/g7/M00/08/09/ChMkK2NtwCCITNRIAAOq5Z6vayoAAJhmwG-XmwAA6r9705.png\"/></p><p>而拍卖行也非常会说话,其表示:乔布斯在70年代到80年代之间的很长一段时间内都是穿着这双凉鞋,这双鞋见证了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>历史上很多关键时刻,包括苹果在1976年成立。所以如果你是乔布斯的忠实拥泵,财力雄厚,那你可以去拍卖行出价购买这件独一无二的纪念品。</p><p>虽然我能理解有钱人的收藏爱好,但是一双没有什么价值的破凉鞋真的让人无法理解。</p><p>本文属于原创文章,如若转载,请注明来源:离谱!乔布斯凉鞋被拍卖 磨损严重预计卖出43万元天价https://jd.zol.com.cn/806/8067689.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://jd.zol.com.cn/806/8067689.html</span>\n<span itemprop=\"indexUrl\">jd.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://jd.zol.com.cn/806/8067689.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">615</span>\n<span itemprop=\"description\">近日,一家拍卖行宣布将拍卖乔布斯曾经使用过的一双凉鞋,目前这双凉鞋的出价已经超过了22500美元(约为人民币16万元),拍卖行预计成交价在60000美元到80000美元之间(人民币43万到57万)。这双凉鞋的卖相可谓是惨不忍睹,不仅有着严重的磨损,而且有着较为严重的变形,...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>离谱!乔布斯凉鞋被拍卖 磨损严重预计卖出43万元天价</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4575":"芯片概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4527":"明星科技股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","AAPL":"苹果","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0127658192.USD":"EASTSPRING 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ACC","BK4507":"流媒体概念"},"source_url":"http://jd.zol.com.cn/806/8067689.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282127206","content_text":"近日,一家拍卖行宣布将拍卖乔布斯曾经使用过的一双凉鞋,目前这双凉鞋的出价已经超过了22500美元(约为人民币16万元),拍卖行预计成交价在60000美元到80000美元之间(人民币43万到57万)。这双凉鞋的卖相可谓是惨不忍睹,不仅有着严重的磨损,而且有着较为严重的变形,虽然有着乔布斯的脚印,但是这纪念意义属实让人无法理解。而拍卖行也非常会说话,其表示:乔布斯在70年代到80年代之间的很长一段时间内都是穿着这双凉鞋,这双鞋见证了苹果历史上很多关键时刻,包括苹果在1976年成立。所以如果你是乔布斯的忠实拥泵,财力雄厚,那你可以去拍卖行出价购买这件独一无二的纪念品。虽然我能理解有钱人的收藏爱好,但是一双没有什么价值的破凉鞋真的让人无法理解。本文属于原创文章,如若转载,请注明来源:离谱!乔布斯凉鞋被拍卖 磨损严重预计卖出43万元天价https://jd.zol.com.cn/806/8067689.html\n\nhttps://jd.zol.com.cn/806/8067689.html\njd.zol.com.cn\ntrue\n中关村在线\nhttps://jd.zol.com.cn/806/8067689.html\nreport\n615\n近日,一家拍卖行宣布将拍卖乔布斯曾经使用过的一双凉鞋,目前这双凉鞋的出价已经超过了22500美元(约为人民币16万元),拍卖行预计成交价在60000美元到80000美元之间(人民币43万到57万)。这双凉鞋的卖相可谓是惨不忍睹,不仅有着严重的磨损,而且有着较为严重的变形,...","news_type":1},"isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667087570,"gmtCreate":1668435078290,"gmtModify":1668435080027,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"吓我一跳😄","listText":"吓我一跳😄","text":"吓我一跳😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667087570","repostId":"2282512720","repostType":2,"repost":{"id":"2282512720","pubTimestamp":1668143493,"share":"https://www.laohu8.com/m/news/2282512720?lang=&edition=full","pubTime":"2022-11-11 13:11","market":"hk","language":"zh","title":"史上最大增幅!苹果市值飙升13万亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2282512720","media":"视频","summary":"此前曝光的消息称,苹果上月底已暂停几乎所有部门招聘,仅留下R&D等一些重要部门继续招聘,不过在股价连续大降之后,苹果市值迎来疯长,单日飙升幅度达到1909亿美元。当地时间11月10日公布的美国10月通胀数据低于预期,提振股市,美国科技公司股...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x417/g7/M00/08/0A/ChMkK2Nt2YOIelcsAAHh6-h5Dd0AAJh4gEdwWgAAeID710.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>此前曝光的消息称,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上月底已暂停几乎所有部门招聘,仅留下R&D等一些重要部门继续招聘,不过在股价连续大降之后,苹果市值迎来疯长,单日飙升幅度达到1909亿美元(约13万亿元人民币)。</p><p><span></span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x417/g7/M00/08/0A/ChMkK2Nt2YOIelcsAAHh6-h5Dd0AAJh4gEdwWgAAeID710.jpg\"/></p><p>当地时间11月10日公布的美国10月通胀数据低于预期,提振股市,美国科技公司股价开始上涨。苹果股价上涨8.9%,目前报价146.87美元,单日市值飙升1909亿美元,创历史最大涨幅。</p><p>这一次,苹果的涨幅也超越了<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>今年2月创下的1908亿美元的单日市值涨幅纪录,成为美国上市公司历史上最大的单日市值涨幅。</p><div><div><p><img src=\"https://img14.360buyimg.com/n0/s200x200_jfs/t1/92086/23/33414/38863/636ba842Ecf7793dc/a07c38c01bc1ec6a.jpg\"/></p><p><strong>Apple iPhone 14 (A2884) 128GB 紫色 支持移动联通电信5G 双卡双待手机</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 5299</p><p>进入购买</p></div></div><p>本文属于原创文章,如若转载,请注明来源:史上最大增幅!苹果市值飙升13万亿https://mobile.zol.com.cn/806/8067727.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签:</span>手机</div><div>\n<span itemprop=\"url\">https://mobile.zol.com.cn/806/8067727.html</span>\n<span itemprop=\"indexUrl\">mobile.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://mobile.zol.com.cn/806/8067727.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">574</span>\n<span itemprop=\"description\">此前曝光的消息称,苹果上月底已暂停几乎所有部门招聘,仅留下R&D等一些重要部门继续招聘,不过在股价连续大降之后,苹果市值迎来疯长,单日飙升幅度达到1909亿美元(约13万亿元人民币)。当地时间11月10日公布的美国10月通胀数据低于预期,提振股市,美国科技公司股...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>史上最大增幅!苹果市值飙升13万亿</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史上最大增幅!苹果市值飙升13万亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 13:11 北京时间 <a href=http://mobile.zol.com.cn/806/8067727.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>此前曝光的消息称,苹果上月底已暂停几乎所有部门招聘,仅留下R&D等一些重要部门继续招聘,不过在股价连续大降之后,苹果市值迎来疯长,单日飙升幅度达到1909亿美元(约13万亿元人民币)。当地时间11月10日公布的美国10月通胀数据低于预期,提振股市,美国科技公司股价开始上涨。苹果股价上涨8.9%,目前报价146.87美元,单日市值飙升1909亿美元,创历史最大涨幅。这一次,苹果的涨幅也超越了亚马逊...</p>\n\n<a href=\"http://mobile.zol.com.cn/806/8067727.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4505":"高瓴资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4512":"苹果概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","AAPL":"苹果","BK4515":"5G概念","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4553":"喜马拉雅资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4576":"AR","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4575":"芯片概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4501":"段永平概念","BK4559":"巴菲特持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC"},"source_url":"http://mobile.zol.com.cn/806/8067727.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282512720","content_text":"此前曝光的消息称,苹果上月底已暂停几乎所有部门招聘,仅留下R&D等一些重要部门继续招聘,不过在股价连续大降之后,苹果市值迎来疯长,单日飙升幅度达到1909亿美元(约13万亿元人民币)。当地时间11月10日公布的美国10月通胀数据低于预期,提振股市,美国科技公司股价开始上涨。苹果股价上涨8.9%,目前报价146.87美元,单日市值飙升1909亿美元,创历史最大涨幅。这一次,苹果的涨幅也超越了亚马逊今年2月创下的1908亿美元的单日市值涨幅纪录,成为美国上市公司历史上最大的单日市值涨幅。Apple iPhone 14 (A2884) 128GB 紫色 支持移动联通电信5G 双卡双待手机[经销商] 京东商城[产品售价] 5299进入购买本文属于原创文章,如若转载,请注明来源:史上最大增幅!苹果市值飙升13万亿https://mobile.zol.com.cn/806/8067727.html\n纠错与问题建议标签:手机\nhttps://mobile.zol.com.cn/806/8067727.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttps://mobile.zol.com.cn/806/8067727.html\nreport\n574\n此前曝光的消息称,苹果上月底已暂停几乎所有部门招聘,仅留下R&D等一些重要部门继续招聘,不过在股价连续大降之后,苹果市值迎来疯长,单日飙升幅度达到1909亿美元(约13万亿元人民币)。当地时间11月10日公布的美国10月通胀数据低于预期,提振股市,美国科技公司股...","news_type":1},"isVote":1,"tweetType":1,"viewCount":2305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667087353,"gmtCreate":1668434888472,"gmtModify":1668434890460,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"名人效应,换个角度,值得珍藏😄","listText":"名人效应,换个角度,值得珍藏😄","text":"名人效应,换个角度,值得珍藏😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667087353","repostId":"2282324534","repostType":2,"repost":{"id":"2282324534","pubTimestamp":1668223209,"share":"https://www.laohu8.com/m/news/2282324534?lang=&edition=full","pubTime":"2022-11-12 11:20","market":"us","language":"zh","title":"情怀的力量!乔布斯凉鞋被拍卖 预计成交","url":"https://stock-news.laohu8.com/highlight/detail?id=2282324534","media":"视频","summary":"近日,一家外国拍卖行宣布将会拍卖一双乔布斯曾经穿过的一双凉鞋,据说是乔布斯经常穿的一双凉鞋,因此磨损严重。更离谱的是,对于这双凉鞋,拍卖行给出的预计成交价为60000美元到80000美元之间,约合人民币43万元-57万元。目前已经有人出价22500美元,约合人民币16万元...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x457/g7/M00/09/02/ChMkLGNvD2mIQs73AAE68WnxL3MAAJj-wDVfYMAATsJ724.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>近日,一家外国拍卖行宣布将会拍卖一双乔布斯曾经穿过的一双凉鞋,据说是乔布斯经常穿的一双凉鞋,因此磨损严重。更离谱的是,对于这双凉鞋,拍卖行给出的预计成交价为60000美元到80000美元之间,约合人民币43万元-57万元。目前已经有人出价22500美元,约合人民币16万元。</p><p><span></span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x457/g7/M00/09/02/ChMkLGNvD2mIQs73AAE68WnxL3MAAJj-wDVfYMAATsJ724.jpg\"/></p><p>在此之前,也有很多相关的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产品进行拍卖。乔布斯亲手打造的苹果初代iPhone就拍出了<span>39339.60美元的价格,约合人民币26万元。这款手机到现在当然已经不能用了,但是作为对乔布斯的怀念,这款全新未拆封的手机仍售价很高,这就是情怀的力量吧。</span></p><p><span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x358/g7/M00/09/02/ChMkLGNvEGiIU1xbAAVPWfrldlQAAJj-wLtXd8ABU9x805.png\"/></span></p><p>本文属于原创文章,如若转载,请注明来源:情怀的力量!乔布斯凉鞋被拍卖 预计成交价超43万元https://news.zol.com.cn/806/8068591.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://news.zol.com.cn/806/8068591.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://news.zol.com.cn/806/8068591.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">478</span>\n<span itemprop=\"description\">近日,一家外国拍卖行宣布将会拍卖一双乔布斯曾经穿过的一双凉鞋,据说是乔布斯经常穿的一双凉鞋,因此磨损严重。更离谱的是,对于这双凉鞋,拍卖行给出的预计成交价为60000美元到80000美元之间,约合人民币43万元-57万元。目前已经有人出价22500美元,约合人民币16万元...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>情怀的力量!乔布斯凉鞋被拍卖 预计成交</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情怀的力量!乔布斯凉鞋被拍卖 预计成交\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 11:20 北京时间 <a href=http://news.zol.com.cn/806/8068591.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,一家外国拍卖行宣布将会拍卖一双乔布斯曾经穿过的一双凉鞋,据说是乔布斯经常穿的一双凉鞋,因此磨损严重。更离谱的是,对于这双凉鞋,拍卖行给出的预计成交价为60000美元到80000美元之间,约合人民币43万元-57万元。目前已经有人出价22500美元,约合人民币16万元。在此之前,也有很多相关的苹果产品进行拍卖。乔布斯亲手打造的苹果初代iPhone就拍出了39339.60美元的价格,约合人民币...</p>\n\n<a href=\"http://news.zol.com.cn/806/8068591.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4559":"巴菲特持仓","BK4527":"明星科技股","LU0444971666.USD":"天利全球科技基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4501":"段永平概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4550":"红杉资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0256863811.USD":"ALLIANZ US EQUITY 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ACC","BK4576":"AR","BK4575":"芯片概念"},"source_url":"http://news.zol.com.cn/806/8068591.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282324534","content_text":"近日,一家外国拍卖行宣布将会拍卖一双乔布斯曾经穿过的一双凉鞋,据说是乔布斯经常穿的一双凉鞋,因此磨损严重。更离谱的是,对于这双凉鞋,拍卖行给出的预计成交价为60000美元到80000美元之间,约合人民币43万元-57万元。目前已经有人出价22500美元,约合人民币16万元。在此之前,也有很多相关的苹果产品进行拍卖。乔布斯亲手打造的苹果初代iPhone就拍出了39339.60美元的价格,约合人民币26万元。这款手机到现在当然已经不能用了,但是作为对乔布斯的怀念,这款全新未拆封的手机仍售价很高,这就是情怀的力量吧。本文属于原创文章,如若转载,请注明来源:情怀的力量!乔布斯凉鞋被拍卖 预计成交价超43万元https://news.zol.com.cn/806/8068591.html\n\nhttps://news.zol.com.cn/806/8068591.html\nnews.zol.com.cn\ntrue\n中关村在线\nhttps://news.zol.com.cn/806/8068591.html\nreport\n478\n近日,一家外国拍卖行宣布将会拍卖一双乔布斯曾经穿过的一双凉鞋,据说是乔布斯经常穿的一双凉鞋,因此磨损严重。更离谱的是,对于这双凉鞋,拍卖行给出的预计成交价为60000美元到80000美元之间,约合人民币43万元-57万元。目前已经有人出价22500美元,约合人民币16万元...","news_type":1},"isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661952067,"gmtCreate":1663664516659,"gmtModify":1663664518538,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"消费者期望太高,但技术难免会遇到瓶颈,经济学家没有说错,错在不懂技术😄","listText":"消费者期望太高,但技术难免会遇到瓶颈,经济学家没有说错,错在不懂技术😄","text":"消费者期望太高,但技术难免会遇到瓶颈,经济学家没有说错,错在不懂技术😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661952067","repostId":"661963819","repostType":1,"repost":{"id":661963819,"gmtCreate":1663655288631,"gmtModify":1663655290982,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"任泽平称iPhone14可能是苹果盛极而衰的标志,你怎么看?","htmlText":"\n \n \n 9月20日,经济学家任泽平发文,称iPhone 14或是苹果帝国盛极而衰的标志。他表示自乔布斯去世后,一家再无创新和进取精神的企业开始吃老本,怪不得巴菲特重仓苹果。同时任泽平称苹果灵动岛是伪创新,糊弄消费者[吃瓜]<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>\n \n","listText":"9月20日,经济学家任泽平发文,称iPhone 14或是苹果帝国盛极而衰的标志。他表示自乔布斯去世后,一家再无创新和进取精神的企业开始吃老本,怪不得巴菲特重仓苹果。同时任泽平称苹果灵动岛是伪创新,糊弄消费者[吃瓜]<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","text":"9月20日,经济学家任泽平发文,称iPhone 14或是苹果帝国盛极而衰的标志。他表示自乔布斯去世后,一家再无创新和进取精神的企业开始吃老本,怪不得巴菲特重仓苹果。同时任泽平称苹果灵动岛是伪创新,糊弄消费者[吃瓜]$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661963819","isVote":1,"tweetType":2,"object":{"id":"b9f3ffba017b49c0b3e01a1fb40b7c06","tweetId":"661963819","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/e0167bf8387702306217766855/4KlYMT11fFMA.mp4","poster":"https://static.tigerbbs.com/fadfe4638f8769d6c1d2ed55deeb49db"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669972757,"gmtCreate":1662070712079,"gmtModify":1662070713133,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄","listText":"市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄","text":"市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":8,"repostSize":3,"link":"https://laohu8.com/post/669972757","repostId":"2264254620","repostType":2,"isVote":1,"tweetType":1,"viewCount":2611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684116040,"gmtCreate":1660141239083,"gmtModify":1660141239083,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"后摄外凸大煞风景😄","listText":"后摄外凸大煞风景😄","text":"后摄外凸大煞风景😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684116040","repostId":"2258129533","repostType":2,"repost":{"id":"2258129533","pubTimestamp":1660119753,"share":"https://www.laohu8.com/m/news/2258129533?lang=&edition=full","pubTime":"2022-08-10 16:22","market":"hk","language":"zh","title":"iPhone14还有2TB版本!预计售价破两万","url":"https://stock-news.laohu8.com/highlight/detail?id=2258129533","media":"视频","summary":"中关村在线消息:8月10日,据供应链爆料,苹果正在测试iPhone 14 Pro系列的2TB版本,但最终能否成装机量产还不得而知,但证实了大内存对于用户确实有着更多的帮助。据悉,iPhone 14标准版并不会涨价,依然保持5999元;而iPhone 14 Pro系列两款机型,这次将或将迎来大涨价...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/05/08/ChMkK2LzaluILWdmAAD1lPR1XXwAAGVrQOPTKIAAPWs225.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p><strong><a href=\"https://laohu8.com/S/000931\">中关村</a>在线消息</strong>:8月10日,据<span>供应链</span>爆料,<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a>正在测试iPhone 14 Pro系列的2TB版本,但最终能否成装机量产还不得而知,但证实了大内存对于用户确实有着更多的帮助。</span></p><p><span></span><img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/05/08/ChMkK2LzaluILWdmAAD1lPR1XXwAAGVrQOPTKIAAPWs225.jpg\"/></p><p><span>据悉,iPhone 14标准版并不会涨价,依然保持5999元;而iPhone 14 Pro系列两款机型,这次将或将迎来大涨价,iPhone 14 Pro预计售价8999起步,iPhone 14 Pro Max预计9999起步,而1TB版的iPhone13 Pro Max售价为<span>1499美元、1599美元,预计Phone 14 Pro Max的2TB版本售价可能会突破两万元。</span></span></p><div><div><p><img src=\"https://img14.360buyimg.com/pop/s200x200_jfs/t1/86939/35/28314/328589/62cd616bEa3caeda1/c5d09270b0c74d2b.jpg\"/></p><p><strong>【12期免息可选】Apple 苹果 iPhone 13(A2634)iphone13 苹果13 手机 128G 午夜色 套装一:搭配 90天碎屏保障</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ¥5458.00元</p><p>进入购买</p></div></div><p>本文属于原创文章,如若转载,请注明来源:iPhone14还有2TB版本!预计售价破两万http://mobile.zol.com.cn/798/7989877.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://mobile.zol.com.cn/798/7989877.html</span>\n<span itemprop=\"indexUrl\">mobile.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\">中关村在线</span>\n<span itemprop=\"isBasedOnUrl\">http://mobile.zol.com.cn/798/7989877.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">577</span>\n<span itemprop=\"description\">中关村在线消息:8月10日,据供应链爆料,苹果正在测试iPhone 14 Pro系列的2TB版本,但最终能否成装机量产还不得而知,但证实了大内存对于用户确实有着更多的帮助。据悉,iPhone 14标准版并不会涨价,依然保持5999元;而iPhone 14 Pro系列两款机型,这次将或将迎来大涨价...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>iPhone14还有2TB版本!预计售价破两万</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\">\niPhone14还有2TB版本!预计售价破两万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 16:22 北京时间 <a href=http://mobile.zol.com.cn/798/7989877.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中关村在线消息:8月10日,据供应链爆料,苹果正在测试iPhone 14 Pro系列的2TB版本,但最终能否成装机量产还不得而知,但证实了大内存对于用户确实有着更多的帮助。据悉,iPhone 14标准版并不会涨价,依然保持5999元;而iPhone 14 Pro系列两款机型,这次将或将迎来大涨价,iPhone 14 Pro预计售价8999起步,iPhone 14 Pro Max预计9999起步,而...</p>\n\n<a href=\"http://mobile.zol.com.cn/798/7989877.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","AAPL":"苹果","BK4566":"资本集团","BK4575":"芯片概念","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"http://mobile.zol.com.cn/798/7989877.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258129533","content_text":"中关村在线消息:8月10日,据供应链爆料,苹果正在测试iPhone 14 Pro系列的2TB版本,但最终能否成装机量产还不得而知,但证实了大内存对于用户确实有着更多的帮助。据悉,iPhone 14标准版并不会涨价,依然保持5999元;而iPhone 14 Pro系列两款机型,这次将或将迎来大涨价,iPhone 14 Pro预计售价8999起步,iPhone 14 Pro Max预计9999起步,而1TB版的iPhone13 Pro Max售价为1499美元、1599美元,预计Phone 14 Pro Max的2TB版本售价可能会突破两万元。【12期免息可选】Apple 苹果 iPhone 13(A2634)iphone13 苹果13 手机 128G 午夜色 套装一:搭配 90天碎屏保障[经销商] 京东商城[产品售价] ¥5458.00元进入购买本文属于原创文章,如若转载,请注明来源:iPhone14还有2TB版本!预计售价破两万http://mobile.zol.com.cn/798/7989877.html\n\nhttps://mobile.zol.com.cn/798/7989877.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttp://mobile.zol.com.cn/798/7989877.html\nreport\n577\n中关村在线消息:8月10日,据供应链爆料,苹果正在测试iPhone 14 Pro系列的2TB版本,但最终能否成装机量产还不得而知,但证实了大内存对于用户确实有着更多的帮助。据悉,iPhone 14标准版并不会涨价,依然保持5999元;而iPhone 14 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20:52","market":"us","language":"zh","title":"被踢出指数+性丑闻攻击,马斯克与ESG开启大战!","url":"https://stock-news.laohu8.com/highlight/detail?id=1135797225","media":"字母榜","summary":"让马斯克大动肝火的,是特斯拉被从标普500ESG指数中移除一事。","content":"<html><head></head><body><p>作者:毕安娣</p><p>一天之内连发十几条推特喷一件事,就算是对于奉行“推特治企”的马斯克来说也算密集了。</p><p>让马斯克大动肝火的,是特斯拉被从标普500ESG指数中移除一事。ESG是一种关注企业环境、社会、治理绩效而非财务绩效的投资理念和企业评价标准。</p><p>隔夜,特斯拉股价下跌了近7%,外媒分析师表示,这与特斯拉被移除标普500ESG指数的冲击有关。</p><p>“ESG是个骗局”是马斯克在推特上就此事发表的“获奖感言”之一。从当地时间周三中午12点左右开始,24小时内马斯克连发十几条推特(包含相关转推),几乎除去睡觉每个小时都在喷,从白天喷到黑夜,从黑夜喷到白昼。</p><p><img src=\"https://static.tigerbbs.com/9995f5f19426ec2f9b021962034aae2c\" tg-width=\"550\" tg-height=\"307\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>起初,马斯克的怒火是直接冲着ESG去的,他显得为特斯拉忿忿不平:“特斯拉明明是对环境贡献最大的公司!”</p><p>但紧接着,马斯克的怒火延伸到了政治领域,引用了讽刺ESG是对左翼分子迎合的图片,还说自己过去一直投票给民主党,因为“他们(主要是)善意党”,但现在他改变了主意:“他们已经成为分裂党和仇恨当,我不能再支持他们了,我将投票支持共和党。”</p><p>也许是为表诚意,马斯克将这条推特置顶了数个小时。</p><p>马斯克政治站位的转变其实早有端倪。去年12月,马斯克选择迁移特斯拉总部,从民主党基本盘加利福尼亚州搬到了共和党基本盘得克萨斯州。</p><p>马斯克深知此番言论的分量,他推特预言:“未来几个月,对我的政治攻击将会急剧升级。”</p><p>在马斯克敲了一天键盘之后,媒体Insider发布了一篇报道,称马斯克在2016年曾经对一名空姐进行过性骚扰,不仅暴露自己的生殖器,还要求“更多服务”。</p><p>马斯克回应了此事,称这篇报道是“出于政治目的”,至于为什么,他还没有细说。</p><p>马斯克如今身上叠加了很多buff:不仅是新世界首富,还在推特坐拥9000多万粉丝,更要命的是最近看来他很有可能直接收购这家至关重要的社交媒体,他的政治表态,足以引起美国政界关注。</p><p>这一切的“罪魁祸首”ESG评价体系,也随着马斯克的推特攻势,成为全世界关注和争议的焦点。</p><p><b>A</b></p><p>相关人士对特斯拉被移除标普500ESG指数其实有所解释,标普道琼斯指数公司北美地区高级董事兼ESG指数主管玛格丽特·多恩(Margaret Dorn)在5月17日于官网发文称,特斯拉加州弗里蒙特工厂曝出的工作环境恶劣与种族歧视,对自动驾驶有关伤亡调查的处理,以及缺乏低碳战略和商业行为准则都对它不利。</p><p>虽然特斯拉在淘汰燃油车方面发挥了作用,但多恩认为,从更广泛的ESG角度来看,它已经落后于同行。</p><p>这显然不为马斯克所接受。</p><p>这不是马斯克第一次向ESG开火,在此之前马斯克曾多次公开批评ESG评级“虚假”“毫无意义”,甚至称之为“魔鬼的化身”。</p><p><img src=\"https://static.tigerbbs.com/5379e8ca44edf5ce72f77fb9bf2506ad\" tg-width=\"550\" tg-height=\"475\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ESG理念起源于社会责任投资,其概念在2004年正式被联合国环境规划署提出。它给企业的“业绩表现”评价准则加上了另一把尺子:论一家企业“优秀”,不仅要赚钱,还要对地球、对社会有积极作用。</p><p>如今ESG已经成为重要的管理和投资理念,是国际主流的企业非财务披露的体系。目前,全球ESG评级机构数量已超过600家,许多国家的证券交易所及监管机构也相继制定了相关政策,要求上市公司自愿自主或强制性披露ESG相关信息。</p><p>在越来越多的投资者眼中,ESG是一家企业中长期表现的重要参考。这也就不难理解为什么特斯拉周三的股价下跌,会被归因到其被移除标普500ESG指数的事上。</p><p>但马斯克对ESG颇有微词,不是不赞同将改善世界与对企业的评价挂钩——毕竟这是他的一大特长,而是对于现有的ESG评价体系看不上眼。</p><p>在特斯拉5月初发布的《2021年影响力报告》中,开篇就cue到了“老朋友”ESG:“目前的ESG评级方法存在根本缺陷。”</p><p>在报告之中特斯拉还就此展开讲了讲:“或许有人会认为,一家汽车制造商销售的电动汽车占总销量的百分比越高,其ESG得分就越好。然而,事实并非如此。只要公司在生产大量高耗油汽车的同时,略微减少温室气体的排放,其ESG评级就有可能上升。”</p><p>报告指出,大多数车辆在使用时的排放量占汽车总排放量的80%—90%,但评级时主要考虑的是生产环节。</p><p>就像马斯克在推文中表达的不满一样,身为世界知名电动车品牌被移除标普500ESG指数,连排名都没份儿了,而埃克森(埃克森美孚,全球石油天然气巨头)却位列全球十佳,这违反常识。</p><p>报告指出,目前的ESG报告侧重于衡量风险/回报的美元价值,而不是衡量其对世界产生的积极影响范围。</p><p>就过往马斯克与特斯拉报告中的言论来看,其并非全然否定ESG,但是他觉得目前的ESG指数体系该管的没管,是“失效”的,正如报告中所说,马斯克主张ESG指数应该反映一个基本的问题:这家公司的发展对世界有积极影响吗?</p><p><b>B</b></p><p>这样的态度其实正体现了马斯克此前的民主党立场,在这个时候不仅喷ESG体系,还“上升”到要转换政治立场、转而支持共和党,这并不仅仅是头脑发热下的冲动。</p><p>想必世界还记得特朗普是如何一言不合就退出《巴黎协定》的。包括社会责任、气候问题、环境保护等问题一直是民主党眼中的大事,而共和党则有其他着眼点。</p><p>根据皮尤研究中心去年的一项民意调查,只有约10%的右翼人士认为气候变化是头等大事,而左翼的这一比例约为49%。</p><p>拜登在竞选期间就已经喊出了2025年前实现净零排放的口号,承诺要求企业提供更多关于环境风险和温室气体排放的细节。</p><p>上任之后,拜登立刻让美国重回《巴黎协定》,通过了1.2万亿美元的基础设施建设法案(包括建设能够有效抵御气候变化影响的基础设施)。</p><p>新冠疫情之后外界对ESG问题的更广泛关注,加之拜登政府对ESG问题的支持性政策,使得ESG投资势头强劲。根据路孚特理柏基金数据(Refinitiv Lipper),截至去年11月底,全球ESG基金流入额达到创纪录的6490亿美元,高于2020年和2019年,占全球基金资产的10%。</p><p><img src=\"https://static.tigerbbs.com/64be22dd5c86aa46f6d0e73a35e79a93\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>民主党执政下ESG越来越高的地位,让美国证券交易委员会(SEC)甚至有意考虑监管企业气候相关信息的披露。</p><p>如今美国的中期选举临近,ESG问题正处于争论之中:ESG相关信息要不要强制企业披露?ESG指标能不能从法规上提到和财务指标一样平起平坐的地位?</p><p>5月10日,美国前副总统迈克·彭斯就在一次会议上直言,他希望控制ESG。犹他州的州财长也曾表示,ESG指数过于信奉“左翼”信念,模糊了主观判断和客观财务判断之间的界限。</p><p>如果共和党在中期选举中控制了众议院,就有可能会采取行动遏制ESG相关的法规。</p><p>在这样的纷争之中,马斯克高调宣布改变政治立场,其威力可想而知。</p><p>Insider在马斯克大喷ESG并称自己要改投共和党之后,便发布了一篇报道,称SpaceX曾向一位空姐支付25万美元,针对其于2018年对马斯克提出的性骚扰指控进行和解。</p><p>据Insider报道,这名空姐在SpaceX担任机舱服务员,她对马斯克的指控包括暴露私处、未经同意就抚摸她的腿,并且还以赠予一匹马来换取“按摩”。</p><p>马斯克的回应来得很快,他先是对媒体称这篇报道是出于“政治意图”,但没有过多解释。</p><p>截至发稿前,马斯克在当地时间凌晨一点发推特,称“应该从政治角度来看针对我的攻击,这是他们的标准(卑鄙)剧本,但是,没有什么可以阻止我为美好的未来以及你言论自由的权利而战。”</p><p>这暗合了前一天马斯克在宣布转换政治立场之后发的那条预警:“未来几个月对我的政治攻击会急剧增加。”</p><p>随后,马斯克还试图用幽默化解这个丑闻,称应当启用“埃隆门(Elongate)”这个名词来指代关于自己的丑闻。其粉丝也俏皮地互动:埃隆门,通往火星。</p><p>他是不是真的转移了阵营已经不再重要,他手里的那张票投给谁更不是重点,“劳模”般地连发十几条推特背后,是马斯克想要在现有ESG体系不利于自身的情况下遏制其地位进一步提升、影响力进一步扩散的决心。</p><p>很难说是马斯克真的未卜先知、预料到了针对自己的政治攻击,还是丑闻被马斯克巧妙地装进了ESG问题与极端左翼问题的筐子,但马斯克无疑又一次占领了舆论的高地。</p></body></html>","source":"ZMB","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n被踢出指数+性丑闻攻击,马斯克与ESG开启大战!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 20:52 北京时间 <a href=http://finance.sina.com.cn/tech/csj/2022-05-20/doc-imcwipik0980310.shtml><strong>字母榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:毕安娣一天之内连发十几条推特喷一件事,就算是对于奉行“推特治企”的马斯克来说也算密集了。让马斯克大动肝火的,是特斯拉被从标普500ESG指数中移除一事。ESG是一种关注企业环境、社会、治理绩效而非财务绩效的投资理念和企业评价标准。隔夜,特斯拉股价下跌了近7%,外媒分析师表示,这与特斯拉被移除标普500ESG指数的冲击有关。“ESG是个骗局”是马斯克在推特上就此事发表的“获奖感言”之一。从当地...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2022-05-20/doc-imcwipik0980310.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4068d241a192b03195e973293ee83571","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://finance.sina.com.cn/tech/csj/2022-05-20/doc-imcwipik0980310.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135797225","content_text":"作者:毕安娣一天之内连发十几条推特喷一件事,就算是对于奉行“推特治企”的马斯克来说也算密集了。让马斯克大动肝火的,是特斯拉被从标普500ESG指数中移除一事。ESG是一种关注企业环境、社会、治理绩效而非财务绩效的投资理念和企业评价标准。隔夜,特斯拉股价下跌了近7%,外媒分析师表示,这与特斯拉被移除标普500ESG指数的冲击有关。“ESG是个骗局”是马斯克在推特上就此事发表的“获奖感言”之一。从当地时间周三中午12点左右开始,24小时内马斯克连发十几条推特(包含相关转推),几乎除去睡觉每个小时都在喷,从白天喷到黑夜,从黑夜喷到白昼。起初,马斯克的怒火是直接冲着ESG去的,他显得为特斯拉忿忿不平:“特斯拉明明是对环境贡献最大的公司!”但紧接着,马斯克的怒火延伸到了政治领域,引用了讽刺ESG是对左翼分子迎合的图片,还说自己过去一直投票给民主党,因为“他们(主要是)善意党”,但现在他改变了主意:“他们已经成为分裂党和仇恨当,我不能再支持他们了,我将投票支持共和党。”也许是为表诚意,马斯克将这条推特置顶了数个小时。马斯克政治站位的转变其实早有端倪。去年12月,马斯克选择迁移特斯拉总部,从民主党基本盘加利福尼亚州搬到了共和党基本盘得克萨斯州。马斯克深知此番言论的分量,他推特预言:“未来几个月,对我的政治攻击将会急剧升级。”在马斯克敲了一天键盘之后,媒体Insider发布了一篇报道,称马斯克在2016年曾经对一名空姐进行过性骚扰,不仅暴露自己的生殖器,还要求“更多服务”。马斯克回应了此事,称这篇报道是“出于政治目的”,至于为什么,他还没有细说。马斯克如今身上叠加了很多buff:不仅是新世界首富,还在推特坐拥9000多万粉丝,更要命的是最近看来他很有可能直接收购这家至关重要的社交媒体,他的政治表态,足以引起美国政界关注。这一切的“罪魁祸首”ESG评价体系,也随着马斯克的推特攻势,成为全世界关注和争议的焦点。A相关人士对特斯拉被移除标普500ESG指数其实有所解释,标普道琼斯指数公司北美地区高级董事兼ESG指数主管玛格丽特·多恩(Margaret Dorn)在5月17日于官网发文称,特斯拉加州弗里蒙特工厂曝出的工作环境恶劣与种族歧视,对自动驾驶有关伤亡调查的处理,以及缺乏低碳战略和商业行为准则都对它不利。虽然特斯拉在淘汰燃油车方面发挥了作用,但多恩认为,从更广泛的ESG角度来看,它已经落后于同行。这显然不为马斯克所接受。这不是马斯克第一次向ESG开火,在此之前马斯克曾多次公开批评ESG评级“虚假”“毫无意义”,甚至称之为“魔鬼的化身”。ESG理念起源于社会责任投资,其概念在2004年正式被联合国环境规划署提出。它给企业的“业绩表现”评价准则加上了另一把尺子:论一家企业“优秀”,不仅要赚钱,还要对地球、对社会有积极作用。如今ESG已经成为重要的管理和投资理念,是国际主流的企业非财务披露的体系。目前,全球ESG评级机构数量已超过600家,许多国家的证券交易所及监管机构也相继制定了相关政策,要求上市公司自愿自主或强制性披露ESG相关信息。在越来越多的投资者眼中,ESG是一家企业中长期表现的重要参考。这也就不难理解为什么特斯拉周三的股价下跌,会被归因到其被移除标普500ESG指数的事上。但马斯克对ESG颇有微词,不是不赞同将改善世界与对企业的评价挂钩——毕竟这是他的一大特长,而是对于现有的ESG评价体系看不上眼。在特斯拉5月初发布的《2021年影响力报告》中,开篇就cue到了“老朋友”ESG:“目前的ESG评级方法存在根本缺陷。”在报告之中特斯拉还就此展开讲了讲:“或许有人会认为,一家汽车制造商销售的电动汽车占总销量的百分比越高,其ESG得分就越好。然而,事实并非如此。只要公司在生产大量高耗油汽车的同时,略微减少温室气体的排放,其ESG评级就有可能上升。”报告指出,大多数车辆在使用时的排放量占汽车总排放量的80%—90%,但评级时主要考虑的是生产环节。就像马斯克在推文中表达的不满一样,身为世界知名电动车品牌被移除标普500ESG指数,连排名都没份儿了,而埃克森(埃克森美孚,全球石油天然气巨头)却位列全球十佳,这违反常识。报告指出,目前的ESG报告侧重于衡量风险/回报的美元价值,而不是衡量其对世界产生的积极影响范围。就过往马斯克与特斯拉报告中的言论来看,其并非全然否定ESG,但是他觉得目前的ESG指数体系该管的没管,是“失效”的,正如报告中所说,马斯克主张ESG指数应该反映一个基本的问题:这家公司的发展对世界有积极影响吗?B这样的态度其实正体现了马斯克此前的民主党立场,在这个时候不仅喷ESG体系,还“上升”到要转换政治立场、转而支持共和党,这并不仅仅是头脑发热下的冲动。想必世界还记得特朗普是如何一言不合就退出《巴黎协定》的。包括社会责任、气候问题、环境保护等问题一直是民主党眼中的大事,而共和党则有其他着眼点。根据皮尤研究中心去年的一项民意调查,只有约10%的右翼人士认为气候变化是头等大事,而左翼的这一比例约为49%。拜登在竞选期间就已经喊出了2025年前实现净零排放的口号,承诺要求企业提供更多关于环境风险和温室气体排放的细节。上任之后,拜登立刻让美国重回《巴黎协定》,通过了1.2万亿美元的基础设施建设法案(包括建设能够有效抵御气候变化影响的基础设施)。新冠疫情之后外界对ESG问题的更广泛关注,加之拜登政府对ESG问题的支持性政策,使得ESG投资势头强劲。根据路孚特理柏基金数据(Refinitiv Lipper),截至去年11月底,全球ESG基金流入额达到创纪录的6490亿美元,高于2020年和2019年,占全球基金资产的10%。民主党执政下ESG越来越高的地位,让美国证券交易委员会(SEC)甚至有意考虑监管企业气候相关信息的披露。如今美国的中期选举临近,ESG问题正处于争论之中:ESG相关信息要不要强制企业披露?ESG指标能不能从法规上提到和财务指标一样平起平坐的地位?5月10日,美国前副总统迈克·彭斯就在一次会议上直言,他希望控制ESG。犹他州的州财长也曾表示,ESG指数过于信奉“左翼”信念,模糊了主观判断和客观财务判断之间的界限。如果共和党在中期选举中控制了众议院,就有可能会采取行动遏制ESG相关的法规。在这样的纷争之中,马斯克高调宣布改变政治立场,其威力可想而知。Insider在马斯克大喷ESG并称自己要改投共和党之后,便发布了一篇报道,称SpaceX曾向一位空姐支付25万美元,针对其于2018年对马斯克提出的性骚扰指控进行和解。据Insider报道,这名空姐在SpaceX担任机舱服务员,她对马斯克的指控包括暴露私处、未经同意就抚摸她的腿,并且还以赠予一匹马来换取“按摩”。马斯克的回应来得很快,他先是对媒体称这篇报道是出于“政治意图”,但没有过多解释。截至发稿前,马斯克在当地时间凌晨一点发推特,称“应该从政治角度来看针对我的攻击,这是他们的标准(卑鄙)剧本,但是,没有什么可以阻止我为美好的未来以及你言论自由的权利而战。”这暗合了前一天马斯克在宣布转换政治立场之后发的那条预警:“未来几个月对我的政治攻击会急剧增加。”随后,马斯克还试图用幽默化解这个丑闻,称应当启用“埃隆门(Elongate)”这个名词来指代关于自己的丑闻。其粉丝也俏皮地互动:埃隆门,通往火星。他是不是真的转移了阵营已经不再重要,他手里的那张票投给谁更不是重点,“劳模”般地连发十几条推特背后,是马斯克想要在现有ESG体系不利于自身的情况下遏制其地位进一步提升、影响力进一步扩散的决心。很难说是马斯克真的未卜先知、预料到了针对自己的政治攻击,还是丑闻被马斯克巧妙地装进了ESG问题与极端左翼问题的筐子,但马斯克无疑又一次占领了舆论的高地。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612060058,"gmtCreate":1652084914874,"gmtModify":1652084914874,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"居然招不到工人,对亚非拉地区放宽移民要求不可以吗?","listText":"居然招不到工人,对亚非拉地区放宽移民要求不可以吗?","text":"居然招不到工人,对亚非拉地区放宽移民要求不可以吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612060058","repostId":"2234519694","repostType":2,"repost":{"id":"2234519694","pubTimestamp":1652071052,"share":"https://www.laohu8.com/m/news/2234519694?lang=&edition=full","pubTime":"2022-05-09 12:37","market":"hk","language":"zh","title":"招不到人,美国“工人荒”愈演愈烈","url":"https://stock-news.laohu8.com/highlight/detail?id=2234519694","media":"虎嗅","summary":"美联储急切地想要通过给就业市场降温来控制通胀","content":"<html><body><p><span label=\"备注\">本文来自微信公众号:</span><span>华尔街见闻 (ID:wallstreetcn)</span><span>,作者:朱雪莹、王丽,题图来源:<a href=\"https://laohu8.com/S/000681\">视觉中国</a></span></p><p>纵观本轮美国大通胀,除了供应链紧张所造成的短期冲击外,长期来看火热就业市场带来的失业率下降、薪资上冲对通胀预期的影响更是不容小觑。</p><p>所以<strong>现在美联储急切地想要通过给就业市场降温来控制通胀。</strong></p><p>那么基本有两种方式,要么企业大幅放缓招聘节奏,要么让更多劳动力进入就业市场,后者明显更加可取。</p><p>可眼下的局势恰恰相反,不仅企业迫切地需要工人来填补岗位,究竟能有多少人可以进入就业市场也无从知晓,这就导致美国“工人荒”愈演愈烈,与美联储的愿景背道而驰。</p><p>美国劳工部周五发布报告称:</p><blockquote><p>4月份经季节性调整后的非农就业人口新增42.8万人,与3月份的增幅基本持平,好于市场预期的38万人,这表明就业市场正在快速发展。</p></blockquote><p>此外劳工部在本周早些时候曾发布报告称:</p><blockquote><p>截至3月,每名失业工人对应的职位空缺达到创纪录的1.9个,这说明即使需求放缓也很难快速削弱就业市场。</p></blockquote><p>虽然美联储已经试图通过加息来减少就业岗位以求放缓薪资上涨趋势,但是这仍需要时间。所以<strong>目前更有效的解决方案仍是让更多人重返工作岗位。</strong></p><p label=\"大标题\">一、失业率处于历史低位</p><p>美国劳工部5月6日发布报告称,失业率环比持平在3.6%,好于市场预期的3.5%,非农业部门新增就业人数为42.8万,好于市场预期的38万人,但增幅创2021年9月以来最小。薪资环比增幅创近13个月新低。</p><p>值得一提的是,<strong>当下失业率处于3.6%的历史低点,略高于2020年2月3.5%的50年低位,但是就业人数比当时的历史新高少120万。</strong>如果考虑到人口增长的话,差距还要加大。</p><p>《华尔街日报》对此分析表示,如果想要被纳入失业率的统计范畴成为“失业人员”,工人必须表现出正在积极寻找工作,但很多人并没有选择这么做。</p><p>所以相较于失业率,劳动参与率<span label=\"备注\">(有工作或积极找工作的工人比例)</span>是更好的参考指标。</p><p>4月劳动参与率下降0.2个百分点至62.2%,虽然较疫情最严重时期已经明显提升,但是它在2020年2月为63.4%,比疫情前低1.2个百分点。</p><p>之所以会出现这样的情况,是因为很多预期能够提升就业的亮点没有发挥足够的影响力,比如新冠疫苗的供应,对疫情担忧的缓解和失业救济福利的结束。</p><p>员工平均时薪继续攀升,环比增长0.3%至31.85美元。在过去的12个月中,员工平均时薪增幅为5.5%,但仍低于通胀增速,凸显美国高通胀环境仍未好转。</p><p>分析人士认为,劳动力参与率出现2021年3月以来首次环比下滑,表明就业或积极寻找工作的人口比例有所下降,<strong>美国就业市场劳动力供需关系高度紧张状况继续恶化。</strong>受此影响,美国多地企业都遭遇“用工荒”。</p><p label=\"大标题\">二、辞职潮汹涌不退,职位空缺和辞职人数均创新高</p><p>5月3日劳工部数据显示,继2月职位空缺数1130万接近历史最高后,<strong>3月职位空缺数1150万接连攀升至纪录新高。</strong></p><p><img src=\"https://img.huxiucdn.com/article/content/202205/08/205035129584.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p>此外,<strong>3月辞职人数创下2000年有纪录以来最高,达到450万,</strong>大辞职潮汹涌不退,职位空缺超过了失业人数,雇主依然难以留住和招到员工。</p><p label=\"大标题\">三、招不到人,就业市场人工缺口约1150万</p><p>劳工部此前公布的数据还显示,目前美国就业市场共有1150万个空缺职位,但相对应的可用劳动力仅为590万人。</p><p>与此同时,根据<a href=\"https://laohu8.com/S/601555\">东吴证券</a>分析师李思琪和陶川计算,目前美国劳动力市场的供需缺口也在560万人左右,劳动力供需严重不匹配将不仅导致企业招聘难,还将进一步推高员工薪资,加剧通胀严峻形势,对美国经济复苏不利。</p><p><img src=\"https://img.huxiucdn.com/article/content/202205/08/205036379305.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p>也许随着天气转暖、对疫情紧张情绪的放缓以及很多人因疫情福利所积攒的储蓄开始减少,更多人需要继续找工作,这也是美联储目前正在追求的目标。</p><p>美联储主席鲍威尔在5月4日的新闻发布会上表示,他和其他委员会成员“普遍预计我们会获得更多的劳动参与率”。</p><p>然而,如果这个预期没能实现,那么美联储就需要尽快控制就业市场发展。而想要做到这一点,美联储就要以更快速度加息,同时还要承受因“用力过猛”而导致经济陷入衰退的风险。</p><p>也就是说,虽然鲍威尔表示5月FOMC会议未考虑加息75个基点,但是就业市场的火热势头若迟迟得不到压制,那么难以预计在后续会议上是否会有票委再度提议加息75基点,或是继续提高中性利率。</p><p><span label=\"备注\">本文来自微信公众号:</span><span>华尔街见闻 (ID:wallstreetcn)</span><span>,作者:朱雪莹、王丽</span></p></body></html>","source":"highlight_huxiu","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>招不到人,美国“工人荒”愈演愈烈</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n招不到人,美国“工人荒”愈演愈烈\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-09 12:37 北京时间 <a href=https://www.huxiu.com/article/549562.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自微信公众号:华尔街见闻 (ID:wallstreetcn),作者:朱雪莹、王丽,题图来源:视觉中国纵观本轮美国大通胀,除了供应链紧张所造成的短期冲击外,长期来看火热就业市场带来的失业率下降、薪资上冲对通胀预期的影响更是不容小觑。所以现在美联储急切地想要通过给就业市场降温来控制通胀。那么基本有两种方式,要么企业大幅放缓招聘节奏,要么让更多劳动力进入就业市场,后者明显更加可取。可眼下的局势...</p>\n\n<a href=\"https://www.huxiu.com/article/549562.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202205/09/113050732498.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF","TQQQ":"纳指三倍做多ETF","SDS":"两倍做空标普500ETF",".DJI":"道琼斯","QQQ":"纳指100ETF","00700":"腾讯控股",".IXIC":"NASDAQ Composite","BK1526":"科网股",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","OEX":"标普100","DXD":"道指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","BK4550":"红杉资本持仓","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","DDM":"道指两倍做多ETF","QID":"纳指两倍做空ETF","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF","BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算","BK1095":"互动媒体与服务","DJX":"1/100道琼斯","BK4504":"桥水持仓","BK4581":"高盛持仓","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","BK1591":"就地过年概念","DOG":"道指反向ETF","OEF":"标普100指数ETF-iShares","QLD":"纳指两倍做多ETF","BK1517":"云办公","BK1608":"元宇宙概念","BK1502":"双十一","BK1516":"腾讯概念","BK1531":"手游股","PSQ":"纳指反向ETF","SDOW":"道指三倍做空ETF-ProShares","TCEHY":"腾讯控股ADR","BK1589":"北水核心资产","BK4534":"瑞士信贷持仓"},"source_url":"https://www.huxiu.com/article/549562.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234519694","content_text":"本文来自微信公众号:华尔街见闻 (ID:wallstreetcn),作者:朱雪莹、王丽,题图来源:视觉中国纵观本轮美国大通胀,除了供应链紧张所造成的短期冲击外,长期来看火热就业市场带来的失业率下降、薪资上冲对通胀预期的影响更是不容小觑。所以现在美联储急切地想要通过给就业市场降温来控制通胀。那么基本有两种方式,要么企业大幅放缓招聘节奏,要么让更多劳动力进入就业市场,后者明显更加可取。可眼下的局势恰恰相反,不仅企业迫切地需要工人来填补岗位,究竟能有多少人可以进入就业市场也无从知晓,这就导致美国“工人荒”愈演愈烈,与美联储的愿景背道而驰。美国劳工部周五发布报告称:4月份经季节性调整后的非农就业人口新增42.8万人,与3月份的增幅基本持平,好于市场预期的38万人,这表明就业市场正在快速发展。此外劳工部在本周早些时候曾发布报告称:截至3月,每名失业工人对应的职位空缺达到创纪录的1.9个,这说明即使需求放缓也很难快速削弱就业市场。虽然美联储已经试图通过加息来减少就业岗位以求放缓薪资上涨趋势,但是这仍需要时间。所以目前更有效的解决方案仍是让更多人重返工作岗位。一、失业率处于历史低位美国劳工部5月6日发布报告称,失业率环比持平在3.6%,好于市场预期的3.5%,非农业部门新增就业人数为42.8万,好于市场预期的38万人,但增幅创2021年9月以来最小。薪资环比增幅创近13个月新低。值得一提的是,当下失业率处于3.6%的历史低点,略高于2020年2月3.5%的50年低位,但是就业人数比当时的历史新高少120万。如果考虑到人口增长的话,差距还要加大。《华尔街日报》对此分析表示,如果想要被纳入失业率的统计范畴成为“失业人员”,工人必须表现出正在积极寻找工作,但很多人并没有选择这么做。所以相较于失业率,劳动参与率(有工作或积极找工作的工人比例)是更好的参考指标。4月劳动参与率下降0.2个百分点至62.2%,虽然较疫情最严重时期已经明显提升,但是它在2020年2月为63.4%,比疫情前低1.2个百分点。之所以会出现这样的情况,是因为很多预期能够提升就业的亮点没有发挥足够的影响力,比如新冠疫苗的供应,对疫情担忧的缓解和失业救济福利的结束。员工平均时薪继续攀升,环比增长0.3%至31.85美元。在过去的12个月中,员工平均时薪增幅为5.5%,但仍低于通胀增速,凸显美国高通胀环境仍未好转。分析人士认为,劳动力参与率出现2021年3月以来首次环比下滑,表明就业或积极寻找工作的人口比例有所下降,美国就业市场劳动力供需关系高度紧张状况继续恶化。受此影响,美国多地企业都遭遇“用工荒”。二、辞职潮汹涌不退,职位空缺和辞职人数均创新高5月3日劳工部数据显示,继2月职位空缺数1130万接近历史最高后,3月职位空缺数1150万接连攀升至纪录新高。此外,3月辞职人数创下2000年有纪录以来最高,达到450万,大辞职潮汹涌不退,职位空缺超过了失业人数,雇主依然难以留住和招到员工。三、招不到人,就业市场人工缺口约1150万劳工部此前公布的数据还显示,目前美国就业市场共有1150万个空缺职位,但相对应的可用劳动力仅为590万人。与此同时,根据东吴证券分析师李思琪和陶川计算,目前美国劳动力市场的供需缺口也在560万人左右,劳动力供需严重不匹配将不仅导致企业招聘难,还将进一步推高员工薪资,加剧通胀严峻形势,对美国经济复苏不利。也许随着天气转暖、对疫情紧张情绪的放缓以及很多人因疫情福利所积攒的储蓄开始减少,更多人需要继续找工作,这也是美联储目前正在追求的目标。美联储主席鲍威尔在5月4日的新闻发布会上表示,他和其他委员会成员“普遍预计我们会获得更多的劳动参与率”。然而,如果这个预期没能实现,那么美联储就需要尽快控制就业市场发展。而想要做到这一点,美联储就要以更快速度加息,同时还要承受因“用力过猛”而导致经济陷入衰退的风险。也就是说,虽然鲍威尔表示5月FOMC会议未考虑加息75个基点,但是就业市场的火热势头若迟迟得不到压制,那么难以预计在后续会议上是否会有票委再度提议加息75基点,或是继续提高中性利率。本文来自微信公众号:华尔街见闻 (ID:wallstreetcn),作者:朱雪莹、王丽","news_type":1},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616062293,"gmtCreate":1651240754441,"gmtModify":1651240827195,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"推特是言论自由、政治民主的工具、讨论未来的平台、未来的“火星官网”、火始皇的喉舌😄","listText":"推特是言论自由、政治民主的工具、讨论未来的平台、未来的“火星官网”、火始皇的喉舌😄","text":"推特是言论自由、政治民主的工具、讨论未来的平台、未来的“火星官网”、火始皇的喉舌😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616062293","repostId":"2230675460","repostType":2,"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618696407,"gmtCreate":1650986685552,"gmtModify":1650986818858,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"要实现人类移民火星的伟大梦想,统一舆论、统一思想、统一认识、统一意志、统一地球是必须的😄","listText":"要实现人类移民火星的伟大梦想,统一舆论、统一思想、统一认识、统一意志、统一地球是必须的😄","text":"要实现人类移民火星的伟大梦想,统一舆论、统一思想、统一认识、统一意志、统一地球是必须的😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618696407","repostId":"1110883674","repostType":2,"repost":{"id":"1110883674","weMediaInfo":{"introduction":"创业路上关键一招。","home_visible":1,"media_name":"接招","id":"1049897162","head_image":"https://static.tigerbbs.com/27bae14b56414ca59b681e5e9b6a9596"},"pubTimestamp":1649992458,"share":"https://www.laohu8.com/m/news/1110883674?lang=&edition=full","pubTime":"2022-04-15 11:14","market":"us","language":"zh","title":"马斯克买推特的真正原因:选总统,然后征服火星","url":"https://stock-news.laohu8.com/highlight/detail?id=1110883674","media":"接招","summary":"资本和技术已经无法合力拉动太空竞赛了,必须融入国家意志才能寻求更大的突破。","content":"<html><head></head><body><p>文/方浩</p><p>前几天马斯克被曝出成为推特最大股东之后,拒绝进入董事会的举动让吃瓜群众看不懂:买了那么多股票难道就是散户炒股?</p><p>现在清楚了,马斯克是要全资收购推特,这个交易万一不被SEC批准,非董事会成员的身份可以进行恶意收购。说白了,马一龙同志这次就是吃定推特了,凡是钱能解决的问题,在全球首富面前都不叫事儿。</p><p>现在最尴尬的,不是推特管理层,而是特朗普。一年多前大选期间由于煽动民众去国会山闹事,特朗普被推特封了账号,让懂王愤恨不已,但又无可奈何,最后不得不自己创业,推出了社交媒体平台Truth Social。</p><p>一个76岁的退休老干部在社交媒体赛道做APP,难度可想而知。问题是特朗普也没办法,虽然贵为美国知名富豪,但身价可能在纽约特朗普大厦方圆十里都排不上号。马斯克不爽就买下推特的壮举,衬托得特朗普有点屌丝……</p><p>马斯克成为推特大股东的消息曝光之后,立马有共和党议员喊话,希望他进入董事会之后推特能够解禁特朗普的账号。自从败选之后,特朗普也一直跃跃欲试,准备下届大选再次应战。</p><p>而马斯克与民主党总统拜登的关系一直不咋地。过去一年无论是去汽车大厂考察还是召集汽车行业大佬们开会,都把<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和马斯克凉在了一边,当选一年多只是最近由于油价大涨才首次召见新能源汽车的扛把子马斯克。</p><p>拜登看不上马斯克,不是因为马斯克地位不够,而是有两点原因:</p><p>一是马斯克对工会的态度,特斯拉在美国本土的工厂一直没有工会组织,马斯克认为工会会影响生产效率,而这种态度与民主党的基本路线明显背道而驰;</p><p>二是马斯克多年来与共和党走的很近,2016年特朗普当选总统后,第一时间就邀请马斯克进入了总统顾问委员会,随后后来因为特朗普执意退出《巴黎气候议定书》导致马斯克退出了这个委员会,但在推特上,两人一直有来有往,特别是特朗普被推特封杀之后,马斯克还为他鸣不平。</p><p>哦,对了,特斯拉在美国最新的超级工厂就在共和党的大本营德州,工厂建成之后马斯克干脆把总部也从民主党的大本营加州搬到了德州。</p><p>所以,过去一年拜登一直把马斯克当作“叛徒”看待,不给穿小鞋就是万幸了。</p><p>马斯克给推特的报价是400多亿美元,以推特目前的盈利能力,这绝对是让董事会难以拒绝的价格。事实上,作为一家社交媒体公司,推特早就呈现出江河日下的征兆了,前有Ins、后有Tiktok,社交媒体新人胜旧人,年轻人、娱乐明星已经把推特视为美国政治广场舞的集散地。</p><p>但也正是因为推特在政治舆论的喉舌作用,才让特朗普、马斯克极为重视这个阵地。至少在选举过程中带节奏方面,还没有哪家社交媒体能强过推特。</p><p>那么,问题也就来了:马斯克准备买下推特,是为了两年后特朗普的王者归来吗?</p><p>当然不是。</p><p>先是去年12月份,马斯克在推特上发文称,“让我们设定一个年龄限制,超过这个年龄你就不能竞选政治职位。也许这个数字略低于70岁。”</p><p>然后就是半个月前,马斯克在接受媒体采访时说到:如果一个国家的政府主要由比普通人群年龄大得多的公民组成,是不健康的。他提到,美国的“领导层非常、非常老”。就差报出拜登的身份证号了。</p><p>问题在于,两年后特朗普如果再次竞选总统,都快80了,同样到了打瞌睡的年纪,根本就不符合马斯克为美国总统设定的“法定年龄”。</p><p>马斯克今年51岁,而且刚刚找了新女友,正是年富力强的人生阶段,不差钱、不差名、不差身体,差的只是实现远大抱负的跳板。这个跳板,只能是美国总统。</p><p>如果说特斯拉实现了马斯克在地球上的梦想,那么SpaceX就是马斯克实现太空梦想的手段。四个轮子在地上跑的生意好办,四个轮子在火星上跑的生意不好办。不仅仅是技术问题。</p><p>冷战时期,美国为了先于苏联实现载人登月推出了“<a href=\"https://laohu8.com/S/APOL\">阿波罗</a>计划”,从1961年计划实施到1972年成功登月,历时11年,耗资255亿美元(这可是当年的美刀啊),超过两万家企业、200多所大学和80多个科研机构参与其中,涉及总人数达到30万人。</p><p>这可是只有三、五天航程的工程,而目前从地球到火星的航程是6个月。所以,马斯克再有钱、号召力再强,殖民火星也不是一家企业就能完成的任务。只有举国体制才能实现马斯克的野心。</p><p>目前马斯克与NASA、美国军方都有合作,但顶多算是乙方与甲方的关系,为了实现载人登陆火星,让一个乙方的包工头负总责,显然是不可能的。</p><p>六十年代的阿波罗计划是肯尼迪提出的,八十年代的星球大战计划是里根提出的,所以,新一轮的太空竞赛,只有坐到美国权力机构的最高位置上,才有可能去实施。</p><p>过去半个世纪,全球化是通过技术创新+资本流动共同完成的,但现在已经到了临界点:财富完成向巨头公司的集中之后,也基本完成了国家层面的集中。公司与公司之间的竞争是无边界的,但国家与国家之间的竞争是有边界的,如果把这个边界设定在大气层以下,只能说地球太小了。</p><p>资本和技术已经无法合力拉动太空竞赛了,必须融入国家意志才能寻求更大的突破。从这个角度看,马斯克买下推特是在为竞选总统做铺垫,而做总统是为征服火星做铺垫。</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>马斯克买推特的真正原因:选总统,然后征服火星</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克买推特的真正原因:选总统,然后征服火星\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1049897162\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/27bae14b56414ca59b681e5e9b6a9596);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">接招 </p>\n<p class=\"h-time\">2022-04-15 11:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>文/方浩</p><p>前几天马斯克被曝出成为推特最大股东之后,拒绝进入董事会的举动让吃瓜群众看不懂:买了那么多股票难道就是散户炒股?</p><p>现在清楚了,马斯克是要全资收购推特,这个交易万一不被SEC批准,非董事会成员的身份可以进行恶意收购。说白了,马一龙同志这次就是吃定推特了,凡是钱能解决的问题,在全球首富面前都不叫事儿。</p><p>现在最尴尬的,不是推特管理层,而是特朗普。一年多前大选期间由于煽动民众去国会山闹事,特朗普被推特封了账号,让懂王愤恨不已,但又无可奈何,最后不得不自己创业,推出了社交媒体平台Truth Social。</p><p>一个76岁的退休老干部在社交媒体赛道做APP,难度可想而知。问题是特朗普也没办法,虽然贵为美国知名富豪,但身价可能在纽约特朗普大厦方圆十里都排不上号。马斯克不爽就买下推特的壮举,衬托得特朗普有点屌丝……</p><p>马斯克成为推特大股东的消息曝光之后,立马有共和党议员喊话,希望他进入董事会之后推特能够解禁特朗普的账号。自从败选之后,特朗普也一直跃跃欲试,准备下届大选再次应战。</p><p>而马斯克与民主党总统拜登的关系一直不咋地。过去一年无论是去汽车大厂考察还是召集汽车行业大佬们开会,都把<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和马斯克凉在了一边,当选一年多只是最近由于油价大涨才首次召见新能源汽车的扛把子马斯克。</p><p>拜登看不上马斯克,不是因为马斯克地位不够,而是有两点原因:</p><p>一是马斯克对工会的态度,特斯拉在美国本土的工厂一直没有工会组织,马斯克认为工会会影响生产效率,而这种态度与民主党的基本路线明显背道而驰;</p><p>二是马斯克多年来与共和党走的很近,2016年特朗普当选总统后,第一时间就邀请马斯克进入了总统顾问委员会,随后后来因为特朗普执意退出《巴黎气候议定书》导致马斯克退出了这个委员会,但在推特上,两人一直有来有往,特别是特朗普被推特封杀之后,马斯克还为他鸣不平。</p><p>哦,对了,特斯拉在美国最新的超级工厂就在共和党的大本营德州,工厂建成之后马斯克干脆把总部也从民主党的大本营加州搬到了德州。</p><p>所以,过去一年拜登一直把马斯克当作“叛徒”看待,不给穿小鞋就是万幸了。</p><p>马斯克给推特的报价是400多亿美元,以推特目前的盈利能力,这绝对是让董事会难以拒绝的价格。事实上,作为一家社交媒体公司,推特早就呈现出江河日下的征兆了,前有Ins、后有Tiktok,社交媒体新人胜旧人,年轻人、娱乐明星已经把推特视为美国政治广场舞的集散地。</p><p>但也正是因为推特在政治舆论的喉舌作用,才让特朗普、马斯克极为重视这个阵地。至少在选举过程中带节奏方面,还没有哪家社交媒体能强过推特。</p><p>那么,问题也就来了:马斯克准备买下推特,是为了两年后特朗普的王者归来吗?</p><p>当然不是。</p><p>先是去年12月份,马斯克在推特上发文称,“让我们设定一个年龄限制,超过这个年龄你就不能竞选政治职位。也许这个数字略低于70岁。”</p><p>然后就是半个月前,马斯克在接受媒体采访时说到:如果一个国家的政府主要由比普通人群年龄大得多的公民组成,是不健康的。他提到,美国的“领导层非常、非常老”。就差报出拜登的身份证号了。</p><p>问题在于,两年后特朗普如果再次竞选总统,都快80了,同样到了打瞌睡的年纪,根本就不符合马斯克为美国总统设定的“法定年龄”。</p><p>马斯克今年51岁,而且刚刚找了新女友,正是年富力强的人生阶段,不差钱、不差名、不差身体,差的只是实现远大抱负的跳板。这个跳板,只能是美国总统。</p><p>如果说特斯拉实现了马斯克在地球上的梦想,那么SpaceX就是马斯克实现太空梦想的手段。四个轮子在地上跑的生意好办,四个轮子在火星上跑的生意不好办。不仅仅是技术问题。</p><p>冷战时期,美国为了先于苏联实现载人登月推出了“<a href=\"https://laohu8.com/S/APOL\">阿波罗</a>计划”,从1961年计划实施到1972年成功登月,历时11年,耗资255亿美元(这可是当年的美刀啊),超过两万家企业、200多所大学和80多个科研机构参与其中,涉及总人数达到30万人。</p><p>这可是只有三、五天航程的工程,而目前从地球到火星的航程是6个月。所以,马斯克再有钱、号召力再强,殖民火星也不是一家企业就能完成的任务。只有举国体制才能实现马斯克的野心。</p><p>目前马斯克与NASA、美国军方都有合作,但顶多算是乙方与甲方的关系,为了实现载人登陆火星,让一个乙方的包工头负总责,显然是不可能的。</p><p>六十年代的阿波罗计划是肯尼迪提出的,八十年代的星球大战计划是里根提出的,所以,新一轮的太空竞赛,只有坐到美国权力机构的最高位置上,才有可能去实施。</p><p>过去半个世纪,全球化是通过技术创新+资本流动共同完成的,但现在已经到了临界点:财富完成向巨头公司的集中之后,也基本完成了国家层面的集中。公司与公司之间的竞争是无边界的,但国家与国家之间的竞争是有边界的,如果把这个边界设定在大气层以下,只能说地球太小了。</p><p>资本和技术已经无法合力拉动太空竞赛了,必须融入国家意志才能寻求更大的突破。从这个角度看,马斯克买下推特是在为竞选总统做铺垫,而做总统是为征服火星做铺垫。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b115c027ef135e9be92470cb38d1d5b4","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110883674","content_text":"文/方浩前几天马斯克被曝出成为推特最大股东之后,拒绝进入董事会的举动让吃瓜群众看不懂:买了那么多股票难道就是散户炒股?现在清楚了,马斯克是要全资收购推特,这个交易万一不被SEC批准,非董事会成员的身份可以进行恶意收购。说白了,马一龙同志这次就是吃定推特了,凡是钱能解决的问题,在全球首富面前都不叫事儿。现在最尴尬的,不是推特管理层,而是特朗普。一年多前大选期间由于煽动民众去国会山闹事,特朗普被推特封了账号,让懂王愤恨不已,但又无可奈何,最后不得不自己创业,推出了社交媒体平台Truth Social。一个76岁的退休老干部在社交媒体赛道做APP,难度可想而知。问题是特朗普也没办法,虽然贵为美国知名富豪,但身价可能在纽约特朗普大厦方圆十里都排不上号。马斯克不爽就买下推特的壮举,衬托得特朗普有点屌丝……马斯克成为推特大股东的消息曝光之后,立马有共和党议员喊话,希望他进入董事会之后推特能够解禁特朗普的账号。自从败选之后,特朗普也一直跃跃欲试,准备下届大选再次应战。而马斯克与民主党总统拜登的关系一直不咋地。过去一年无论是去汽车大厂考察还是召集汽车行业大佬们开会,都把特斯拉和马斯克凉在了一边,当选一年多只是最近由于油价大涨才首次召见新能源汽车的扛把子马斯克。拜登看不上马斯克,不是因为马斯克地位不够,而是有两点原因:一是马斯克对工会的态度,特斯拉在美国本土的工厂一直没有工会组织,马斯克认为工会会影响生产效率,而这种态度与民主党的基本路线明显背道而驰;二是马斯克多年来与共和党走的很近,2016年特朗普当选总统后,第一时间就邀请马斯克进入了总统顾问委员会,随后后来因为特朗普执意退出《巴黎气候议定书》导致马斯克退出了这个委员会,但在推特上,两人一直有来有往,特别是特朗普被推特封杀之后,马斯克还为他鸣不平。哦,对了,特斯拉在美国最新的超级工厂就在共和党的大本营德州,工厂建成之后马斯克干脆把总部也从民主党的大本营加州搬到了德州。所以,过去一年拜登一直把马斯克当作“叛徒”看待,不给穿小鞋就是万幸了。马斯克给推特的报价是400多亿美元,以推特目前的盈利能力,这绝对是让董事会难以拒绝的价格。事实上,作为一家社交媒体公司,推特早就呈现出江河日下的征兆了,前有Ins、后有Tiktok,社交媒体新人胜旧人,年轻人、娱乐明星已经把推特视为美国政治广场舞的集散地。但也正是因为推特在政治舆论的喉舌作用,才让特朗普、马斯克极为重视这个阵地。至少在选举过程中带节奏方面,还没有哪家社交媒体能强过推特。那么,问题也就来了:马斯克准备买下推特,是为了两年后特朗普的王者归来吗?当然不是。先是去年12月份,马斯克在推特上发文称,“让我们设定一个年龄限制,超过这个年龄你就不能竞选政治职位。也许这个数字略低于70岁。”然后就是半个月前,马斯克在接受媒体采访时说到:如果一个国家的政府主要由比普通人群年龄大得多的公民组成,是不健康的。他提到,美国的“领导层非常、非常老”。就差报出拜登的身份证号了。问题在于,两年后特朗普如果再次竞选总统,都快80了,同样到了打瞌睡的年纪,根本就不符合马斯克为美国总统设定的“法定年龄”。马斯克今年51岁,而且刚刚找了新女友,正是年富力强的人生阶段,不差钱、不差名、不差身体,差的只是实现远大抱负的跳板。这个跳板,只能是美国总统。如果说特斯拉实现了马斯克在地球上的梦想,那么SpaceX就是马斯克实现太空梦想的手段。四个轮子在地上跑的生意好办,四个轮子在火星上跑的生意不好办。不仅仅是技术问题。冷战时期,美国为了先于苏联实现载人登月推出了“阿波罗计划”,从1961年计划实施到1972年成功登月,历时11年,耗资255亿美元(这可是当年的美刀啊),超过两万家企业、200多所大学和80多个科研机构参与其中,涉及总人数达到30万人。这可是只有三、五天航程的工程,而目前从地球到火星的航程是6个月。所以,马斯克再有钱、号召力再强,殖民火星也不是一家企业就能完成的任务。只有举国体制才能实现马斯克的野心。目前马斯克与NASA、美国军方都有合作,但顶多算是乙方与甲方的关系,为了实现载人登陆火星,让一个乙方的包工头负总责,显然是不可能的。六十年代的阿波罗计划是肯尼迪提出的,八十年代的星球大战计划是里根提出的,所以,新一轮的太空竞赛,只有坐到美国权力机构的最高位置上,才有可能去实施。过去半个世纪,全球化是通过技术创新+资本流动共同完成的,但现在已经到了临界点:财富完成向巨头公司的集中之后,也基本完成了国家层面的集中。公司与公司之间的竞争是无边界的,但国家与国家之间的竞争是有边界的,如果把这个边界设定在大气层以下,只能说地球太小了。资本和技术已经无法合力拉动太空竞赛了,必须融入国家意志才能寻求更大的突破。从这个角度看,马斯克买下推特是在为竞选总统做铺垫,而做总统是为征服火星做铺垫。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618699901,"gmtCreate":1650985276608,"gmtModify":1650986554753,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"收购推特,左右舆论,竞选美国总统,统领地球,移民火星,殖民外太空,做上帝⋯⋯,幸好上帝不存在😄","listText":"收购推特,左右舆论,竞选美国总统,统领地球,移民火星,殖民外太空,做上帝⋯⋯,幸好上帝不存在😄","text":"收购推特,左右舆论,竞选美国总统,统领地球,移民火星,殖民外太空,做上帝⋯⋯,幸好上帝不存在😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618699901","repostId":"1125572595","repostType":2,"repost":{"id":"1125572595","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1650979233,"share":"https://www.laohu8.com/m/news/1125572595?lang=&edition=full","pubTime":"2022-04-26 21:20","market":"us","language":"zh","title":"买下推特后,马斯克离白宫又近了一步","url":"https://stock-news.laohu8.com/highlight/detail?id=1125572595","media":"格隆汇","summary":"20世纪初,威廉·兰道夫·赫斯特建立了拥有25份日报、24家杂志社、12家广播电台和2家电影公司的传媒帝国。在马斯克4月4日宣布用28.9亿美元买下推特9.2%股权,一举成为这家社交媒体最大股东后,《","content":"<html><head></head><body><p>20世纪初,威廉·兰道夫·赫斯特建立了拥有25份日报、24家杂志社、12家广播电台和2家电影公司的传媒帝国。</p><p>在马斯克4月4日宣布用28.9亿美元买下推特9.2%股权,一举成为这家社交媒体最大股东后,《纽约时报》把他描述成了这位上世纪报业大亨在新时代的化身。</p><p>以赫斯特为原型,奥逊·威尔斯创作出影史第一的佳作《公民凯恩》。在昨天正式花440亿美元收购推特之后,<b>公民马斯克离成为这个时代的“最佳男主角”,也仅剩一步之遥。</b></p><p><b>01、</b><b>你情我愿</b></p><p>一个是英语世界最具影响力甚至没有之一的社交平台,一个是在该平台拥有8440万粉丝的世界首富。</p><p><b>与外界期待相比,双方的世纪牵手显得有些过于顺利。</b>推特甚至连象征性的挣扎都懒得装,匆忙进行了两个回合的简单拉扯,便放弃十几年的经营委身于人。</p><p>马斯克对买下推特的兴趣向前可追溯到2017年,真正把这件事提上日程并持续推进则是从今年3月份开始,一边低调增持股票,一边高强度发推制造舆论。</p><p><img src=\"https://static.tigerbbs.com/ab32ffe81b80819c56a41b5d748c5cca\" tg-width=\"1080\" tg-height=\"1264\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>进入4月,整个收购计划像上了发条一样进入快车道。</b>先是4日曝光马斯克成为推特最大股东,随后Twitter现任CEO帕拉格官宣邀请马斯克加入董事会,再到9日马斯克发推放弃推特董事席位,第一回合的拉扯宣告结束。</p><p><b>4月13日,马斯克向推特发起总攻。</b>当天推特向美国证券交易委员会提交的文件曝光,内容显示马斯克正式提出收购要约,计划以每股54.2美元全面收购推特公司,总价约430亿美元。两天后,推特宣布董事会一致通过启动“毒丸计划”以打击马斯克的“恶意收购”。</p><p>第二回合拉扯只持续了两周不到,推特便就马斯克提出的54.2美元并购价格接受了收购和私有化要约。交易将在2022年内完成,<b>之后推特将从纽交所退市,成为一家私人控股公司。</b></p><p>回顾推特的整个“卖身”过程会发现,这家社交王者企图通过象征性的半推半就塑造羞涩形象,却反而透露出一种欲拒还迎的兴奋感,甚至懒得再对最初的54.2美元进行讨价还价,<b>这或许与整个美股大盘的走势有关。</b></p><p>3月底至今,标普500指数跌了8%,道琼斯指数跌4%,纳斯达克综合指数跌幅甚至达到12%,累计暴跌近1800点。</p><p>经历过几轮牛熊之后,巴菲特得出了<b>“通胀无牛市”</b>的结论,从美国通胀率连续刷新40年新高,逐步进入失控状态来看,之后几个月美股很大可能延续连续暴跌的走势,毕竟美联储真正意义上威力十足的加息缩表组合拳还没打出来。</p><p>在这个背景下再来看推特股价走势,去年10月以来跌幅最大超过50%,符合美股互联网板块的整体走势。<b>但从3月份传出与马斯克的绯闻以来,反而逆市走出了将近60%的涨幅。</b></p><p><img src=\"https://static.tigerbbs.com/7b5aed25f1207b6978c86c5634bbbfb0\" tg-width=\"769\" tg-height=\"743\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>直到昨天收购官宣之后,推特收涨5.7%,盘后股价续涨至51.9美元,离马斯克54.2美元的报价仍有相当一段距离,从双方角度来看,70亿美元的溢价是个大家都能接受的数字,毕竟在可预见的整体性熊市到来前,卖在高点绝对是个聪明的选择。</p><p>当然对马斯克来说,重金买下推特的意义也不仅仅是维护言论自由那么简单。</p><p><b>02、人设不倒</b></p><p>比活跃用户,推特不及脸书和INS,扎克伯格旗下这两款社交APP去年月活用户加起来接近43亿,推特只有4.6亿。比在Z世代中的受欢迎程度,推特也不及TikTok和Snapchat。</p><p><img src=\"https://static.tigerbbs.com/efcb51d2c31b72735fa0f4fbf6d09842\" tg-width=\"768\" tg-height=\"770\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>就是这么一个和同类产品相比数据落后、估值有限的平台,反而在宣传能力上拥有世界性的巨大影响力。</p><p>原因也许是文字交流平台在娱乐性上逊于照片或视频分享平台,<b>但作为宣传工具时,却能承载更大的信息量和更高的严肃性、灵活性。</b>因此无论在商业还是政治领域,推特依靠在全年龄阶段和全部用户群体方面的优势,向来是兵家必争之地。</p><p>在买下推特后,我们可以预见社交达人马斯克将如何继续把他数千万量级的大V账号玩出花来。</p><p><b>首先要进一步释放推特尚未完全挖掘的影响力。</b>比如在产品端增加推文编辑按钮和音视频直播等新功能,在运营端彻底改革以往过于保守和严格的封禁标准,用“没有任何限制”的方式让它成为真正意义上“言论自由的公民广场”。</p><p>在提交给SEC的文件中,马斯克也直接表达了推特必须私有化才能在内容监管上更加“松绑”的主张,最直接的例子就是解禁特朗普推特账号,这位前总统此前因国会骚乱事件被推特等平台封禁,之后自行推出了新的社交平台“Truth Social”并表示不会重返推特。</p><p><b>其次是马斯克作为企业家的本分。</b>之于推特本身,马斯克刚当上大股东便对推特的首个订阅服务“Twitter Blue”提出大量改动建议,包括降低价格和禁止广告,这显示了马斯克对将推特盈利模式从依赖广告向内容付费转变的倾向。</p><p>之于其他领域,则是继续用强化媒体攻势的方式增强变现能力,最直观的表现是虚拟货币市场在马斯克收购推特的刺激下迎来暴涨,尤其是狗狗币短期一度跳涨超30%。</p><p>在马斯克对Twitter Blue提出的改动建议中包括了用狗狗币支付打赏和订阅费用的选项,但被推特拒绝。马斯克从去年开始就为狗狗币站台,不排除以后接着用推特为狗狗币维持热度。</p><p><b>当然,无论推特还是狗狗币都只是副业,特斯拉才是马斯克的立足之本。</b>前几天特斯拉发布了第一季度财报,总收入187.56亿美元,同比增长81%;总毛利54.6亿美元,同比增长147%。一季度汽车交付量超过31万,同比增长68%,这还是在产能受限情况下的成绩。</p><p><b>无论哪项指标,特斯拉都在新能源车领域称得上一骑绝尘。</b>至于原因,用前几天马斯克自己的话说:特斯拉市值1兆美元,而广告支出是0。不像其他汽车品牌一样热衷于在超级碗露脸,订单依旧源源不断地飙升,这大概就是属于推特大V的豪横。</p><p>对马斯克的8400万粉丝而言,张扬浮夸接地气的个性和务实跳脱的梦想家形象有机结合为这位企业家独特的个人IP,并最终与特斯拉连为一体。</p><p>收购推特无疑将再次巩固马斯克的人设,<b>公共形象是可供消费的</b>,它最终不但会体现在特斯拉的股价上,也体现在马斯克的政治前程上。</p><p><b>03、迈向白宫?</b></p><p>自从特斯拉火了之后,关于马斯克竞选总统的猜测始终不绝如缕,尤其是特朗普的上台,让这种猜测显得更加合理:</p><p>你是房地产大佬,我是新能源车大佬;你是推特网红,我也是推特网红;我还更帅更年轻。既然你能当总统,那我也能上。</p><p>再加上如今马斯克买下了推特,给这个逻辑链条又加了一层buff。这就要讨论到美国的政治制度——<b>总统选举的本质,是一场昂贵的金钱游戏。</b></p><p>2010年,美国最高法院先后取消了组织和个人的政治献金上限,这让总统大选越发烧钱。2004年和2008年,大选耗费资金还只有10亿和24亿美元。<b>到2016年,特朗普和希拉里的对决消耗已经超过了60亿美元。</b></p><p><b>按照惯例,一般是筹到更多钱的一方赢下大选。</b>比如2004年,小布什筹集到3.67亿美元,战胜了筹集3.28亿美元的戈尔;2008年,筹集6亿美元的奥巴马战胜了麦凯恩,后者只筹到4亿美元;2012年,奥巴马再次用7.2亿美元打败只有4.4亿美元的罗姆尼。</p><p><b>特朗普打破了这个惯例。</b>在最后的大选对决中,特朗普只筹到4.4亿美元,希拉里则在华尔街和硅谷支持下募集到7.6亿美元资金。然而最后特朗普完成了从民调落后80%到领先1%的大逆转,推特在其中功不可没。</p><p>在总统选举中,大部分政治献金被用于形象包装和广告营销。以往传统媒体垄断宣传渠道,资金雄厚的选举人当然更有优势,但推特等社交媒体的崛起既拉低了宣传成本,又为特朗普这样的社交媒体达人提供了<b>与民众“沟通”、而不仅仅是“宣发”</b>的渠道。</p><p>在与选民的沟通过程中,<b>特朗普确立并不断强化自己作为“民粹主义”代言人的形象,</b>与美国社会流行的“政治正确”风潮站在了对立面。前者代表的是穷困潦倒的美国中年白人和坚持白人男权至上的传统资本家族,后者则是为华尔街和硅谷的金融精英与科技新贵发声。</p><p><img src=\"https://static.tigerbbs.com/c1eca94e8ed5170c1f13883cbfb934ff\" tg-width=\"800\" tg-height=\"600\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>冷战结束后,经济全球化使得追逐利益最大化的美国资本逐步脱离制造业,转向金融和互联网市场,从此贫富差距越大,社会阶层分化也就越严重。但失去工作机会的美国工人仍然是不可忽视的政治力量,特朗普的制造业回归政策符合他们的利益诉求。</p><p><b>而马斯克本身就是美国先进制造业的最佳代表,可操作余地更大。</b>再加上他从去年“华尔街大战”中站队散户,到前阵子批评政治正确让奈飞没法看,始终在强化自己“反政治正确急先锋”的定位,以一种更接地气和更有逻辑性的方式延续并发扬光大了特朗普的“推特治国”路线。</p><p>考虑到他本人是特朗普的坚定支持者,这一切就更合理了。</p><p><b>04、结语</b></p><p>反对者往往以马斯克在南非出生,没有参选美国总统的资格驳斥“马斯克竞选总统说”,然而《独立宣言》第一段就明明白白写着<b>“人人生而平等”</b>,这是美国宪法的基础,也是美国社会运行的准则。</p><p>且不说“总统候选人必须出生在本土”这条宪法本来就定义模糊,比如2016年共和党总统选举提名人泰德就出生于加拿大,2008年共和党总统参选人麦凯恩出生在巴拿马运河。就算未来某一天美国人决定以“自由与人权”的名义修改这条宪法,那也是再正当不过的事。</p><p>当年,放荡不羁的纨绔子弟赫斯特曾2次当选为美国众议员,已经做出了表率。<b>如今马斯克面临最大的选择,是寻找并支持政治代言人还是亲自下场参选总统。</b></p><p>从俄乌战争之初,马斯克把starlink产品打包送往乌克兰,并屡次在推特上发出与普京单挑的约架请求,和可以将俄罗斯核弹全部送回俄罗斯本土的言论来看,<b>马斯克通过starlink的军事威胁谋取政治利益的诉求,已经相当明显了。</b></p><p>事实上,从2021年下半年开始,starlink的卫星两次险些撞击中国空间站,已经对中国空间站安全构成了威胁。</p><p><img src=\"https://static.tigerbbs.com/a8049722ab93eaabf0aa542bef3530a0\" tg-width=\"680\" tg-height=\"409\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>星链计划计划发射42000颗卫星</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>买下推特后,马斯克离白宫又近了一步</title>\n<style 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21:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>20世纪初,威廉·兰道夫·赫斯特建立了拥有25份日报、24家杂志社、12家广播电台和2家电影公司的传媒帝国。</p><p>在马斯克4月4日宣布用28.9亿美元买下推特9.2%股权,一举成为这家社交媒体最大股东后,《纽约时报》把他描述成了这位上世纪报业大亨在新时代的化身。</p><p>以赫斯特为原型,奥逊·威尔斯创作出影史第一的佳作《公民凯恩》。在昨天正式花440亿美元收购推特之后,<b>公民马斯克离成为这个时代的“最佳男主角”,也仅剩一步之遥。</b></p><p><b>01、</b><b>你情我愿</b></p><p>一个是英语世界最具影响力甚至没有之一的社交平台,一个是在该平台拥有8440万粉丝的世界首富。</p><p><b>与外界期待相比,双方的世纪牵手显得有些过于顺利。</b>推特甚至连象征性的挣扎都懒得装,匆忙进行了两个回合的简单拉扯,便放弃十几年的经营委身于人。</p><p>马斯克对买下推特的兴趣向前可追溯到2017年,真正把这件事提上日程并持续推进则是从今年3月份开始,一边低调增持股票,一边高强度发推制造舆论。</p><p><img src=\"https://static.tigerbbs.com/ab32ffe81b80819c56a41b5d748c5cca\" tg-width=\"1080\" tg-height=\"1264\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>进入4月,整个收购计划像上了发条一样进入快车道。</b>先是4日曝光马斯克成为推特最大股东,随后Twitter现任CEO帕拉格官宣邀请马斯克加入董事会,再到9日马斯克发推放弃推特董事席位,第一回合的拉扯宣告结束。</p><p><b>4月13日,马斯克向推特发起总攻。</b>当天推特向美国证券交易委员会提交的文件曝光,内容显示马斯克正式提出收购要约,计划以每股54.2美元全面收购推特公司,总价约430亿美元。两天后,推特宣布董事会一致通过启动“毒丸计划”以打击马斯克的“恶意收购”。</p><p>第二回合拉扯只持续了两周不到,推特便就马斯克提出的54.2美元并购价格接受了收购和私有化要约。交易将在2022年内完成,<b>之后推特将从纽交所退市,成为一家私人控股公司。</b></p><p>回顾推特的整个“卖身”过程会发现,这家社交王者企图通过象征性的半推半就塑造羞涩形象,却反而透露出一种欲拒还迎的兴奋感,甚至懒得再对最初的54.2美元进行讨价还价,<b>这或许与整个美股大盘的走势有关。</b></p><p>3月底至今,标普500指数跌了8%,道琼斯指数跌4%,纳斯达克综合指数跌幅甚至达到12%,累计暴跌近1800点。</p><p>经历过几轮牛熊之后,巴菲特得出了<b>“通胀无牛市”</b>的结论,从美国通胀率连续刷新40年新高,逐步进入失控状态来看,之后几个月美股很大可能延续连续暴跌的走势,毕竟美联储真正意义上威力十足的加息缩表组合拳还没打出来。</p><p>在这个背景下再来看推特股价走势,去年10月以来跌幅最大超过50%,符合美股互联网板块的整体走势。<b>但从3月份传出与马斯克的绯闻以来,反而逆市走出了将近60%的涨幅。</b></p><p><img src=\"https://static.tigerbbs.com/7b5aed25f1207b6978c86c5634bbbfb0\" tg-width=\"769\" tg-height=\"743\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>直到昨天收购官宣之后,推特收涨5.7%,盘后股价续涨至51.9美元,离马斯克54.2美元的报价仍有相当一段距离,从双方角度来看,70亿美元的溢价是个大家都能接受的数字,毕竟在可预见的整体性熊市到来前,卖在高点绝对是个聪明的选择。</p><p>当然对马斯克来说,重金买下推特的意义也不仅仅是维护言论自由那么简单。</p><p><b>02、人设不倒</b></p><p>比活跃用户,推特不及脸书和INS,扎克伯格旗下这两款社交APP去年月活用户加起来接近43亿,推特只有4.6亿。比在Z世代中的受欢迎程度,推特也不及TikTok和Snapchat。</p><p><img src=\"https://static.tigerbbs.com/efcb51d2c31b72735fa0f4fbf6d09842\" tg-width=\"768\" tg-height=\"770\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>就是这么一个和同类产品相比数据落后、估值有限的平台,反而在宣传能力上拥有世界性的巨大影响力。</p><p>原因也许是文字交流平台在娱乐性上逊于照片或视频分享平台,<b>但作为宣传工具时,却能承载更大的信息量和更高的严肃性、灵活性。</b>因此无论在商业还是政治领域,推特依靠在全年龄阶段和全部用户群体方面的优势,向来是兵家必争之地。</p><p>在买下推特后,我们可以预见社交达人马斯克将如何继续把他数千万量级的大V账号玩出花来。</p><p><b>首先要进一步释放推特尚未完全挖掘的影响力。</b>比如在产品端增加推文编辑按钮和音视频直播等新功能,在运营端彻底改革以往过于保守和严格的封禁标准,用“没有任何限制”的方式让它成为真正意义上“言论自由的公民广场”。</p><p>在提交给SEC的文件中,马斯克也直接表达了推特必须私有化才能在内容监管上更加“松绑”的主张,最直接的例子就是解禁特朗普推特账号,这位前总统此前因国会骚乱事件被推特等平台封禁,之后自行推出了新的社交平台“Truth Social”并表示不会重返推特。</p><p><b>其次是马斯克作为企业家的本分。</b>之于推特本身,马斯克刚当上大股东便对推特的首个订阅服务“Twitter Blue”提出大量改动建议,包括降低价格和禁止广告,这显示了马斯克对将推特盈利模式从依赖广告向内容付费转变的倾向。</p><p>之于其他领域,则是继续用强化媒体攻势的方式增强变现能力,最直观的表现是虚拟货币市场在马斯克收购推特的刺激下迎来暴涨,尤其是狗狗币短期一度跳涨超30%。</p><p>在马斯克对Twitter Blue提出的改动建议中包括了用狗狗币支付打赏和订阅费用的选项,但被推特拒绝。马斯克从去年开始就为狗狗币站台,不排除以后接着用推特为狗狗币维持热度。</p><p><b>当然,无论推特还是狗狗币都只是副业,特斯拉才是马斯克的立足之本。</b>前几天特斯拉发布了第一季度财报,总收入187.56亿美元,同比增长81%;总毛利54.6亿美元,同比增长147%。一季度汽车交付量超过31万,同比增长68%,这还是在产能受限情况下的成绩。</p><p><b>无论哪项指标,特斯拉都在新能源车领域称得上一骑绝尘。</b>至于原因,用前几天马斯克自己的话说:特斯拉市值1兆美元,而广告支出是0。不像其他汽车品牌一样热衷于在超级碗露脸,订单依旧源源不断地飙升,这大概就是属于推特大V的豪横。</p><p>对马斯克的8400万粉丝而言,张扬浮夸接地气的个性和务实跳脱的梦想家形象有机结合为这位企业家独特的个人IP,并最终与特斯拉连为一体。</p><p>收购推特无疑将再次巩固马斯克的人设,<b>公共形象是可供消费的</b>,它最终不但会体现在特斯拉的股价上,也体现在马斯克的政治前程上。</p><p><b>03、迈向白宫?</b></p><p>自从特斯拉火了之后,关于马斯克竞选总统的猜测始终不绝如缕,尤其是特朗普的上台,让这种猜测显得更加合理:</p><p>你是房地产大佬,我是新能源车大佬;你是推特网红,我也是推特网红;我还更帅更年轻。既然你能当总统,那我也能上。</p><p>再加上如今马斯克买下了推特,给这个逻辑链条又加了一层buff。这就要讨论到美国的政治制度——<b>总统选举的本质,是一场昂贵的金钱游戏。</b></p><p>2010年,美国最高法院先后取消了组织和个人的政治献金上限,这让总统大选越发烧钱。2004年和2008年,大选耗费资金还只有10亿和24亿美元。<b>到2016年,特朗普和希拉里的对决消耗已经超过了60亿美元。</b></p><p><b>按照惯例,一般是筹到更多钱的一方赢下大选。</b>比如2004年,小布什筹集到3.67亿美元,战胜了筹集3.28亿美元的戈尔;2008年,筹集6亿美元的奥巴马战胜了麦凯恩,后者只筹到4亿美元;2012年,奥巴马再次用7.2亿美元打败只有4.4亿美元的罗姆尼。</p><p><b>特朗普打破了这个惯例。</b>在最后的大选对决中,特朗普只筹到4.4亿美元,希拉里则在华尔街和硅谷支持下募集到7.6亿美元资金。然而最后特朗普完成了从民调落后80%到领先1%的大逆转,推特在其中功不可没。</p><p>在总统选举中,大部分政治献金被用于形象包装和广告营销。以往传统媒体垄断宣传渠道,资金雄厚的选举人当然更有优势,但推特等社交媒体的崛起既拉低了宣传成本,又为特朗普这样的社交媒体达人提供了<b>与民众“沟通”、而不仅仅是“宣发”</b>的渠道。</p><p>在与选民的沟通过程中,<b>特朗普确立并不断强化自己作为“民粹主义”代言人的形象,</b>与美国社会流行的“政治正确”风潮站在了对立面。前者代表的是穷困潦倒的美国中年白人和坚持白人男权至上的传统资本家族,后者则是为华尔街和硅谷的金融精英与科技新贵发声。</p><p><img src=\"https://static.tigerbbs.com/c1eca94e8ed5170c1f13883cbfb934ff\" tg-width=\"800\" tg-height=\"600\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>冷战结束后,经济全球化使得追逐利益最大化的美国资本逐步脱离制造业,转向金融和互联网市场,从此贫富差距越大,社会阶层分化也就越严重。但失去工作机会的美国工人仍然是不可忽视的政治力量,特朗普的制造业回归政策符合他们的利益诉求。</p><p><b>而马斯克本身就是美国先进制造业的最佳代表,可操作余地更大。</b>再加上他从去年“华尔街大战”中站队散户,到前阵子批评政治正确让奈飞没法看,始终在强化自己“反政治正确急先锋”的定位,以一种更接地气和更有逻辑性的方式延续并发扬光大了特朗普的“推特治国”路线。</p><p>考虑到他本人是特朗普的坚定支持者,这一切就更合理了。</p><p><b>04、结语</b></p><p>反对者往往以马斯克在南非出生,没有参选美国总统的资格驳斥“马斯克竞选总统说”,然而《独立宣言》第一段就明明白白写着<b>“人人生而平等”</b>,这是美国宪法的基础,也是美国社会运行的准则。</p><p>且不说“总统候选人必须出生在本土”这条宪法本来就定义模糊,比如2016年共和党总统选举提名人泰德就出生于加拿大,2008年共和党总统参选人麦凯恩出生在巴拿马运河。就算未来某一天美国人决定以“自由与人权”的名义修改这条宪法,那也是再正当不过的事。</p><p>当年,放荡不羁的纨绔子弟赫斯特曾2次当选为美国众议员,已经做出了表率。<b>如今马斯克面临最大的选择,是寻找并支持政治代言人还是亲自下场参选总统。</b></p><p>从俄乌战争之初,马斯克把starlink产品打包送往乌克兰,并屡次在推特上发出与普京单挑的约架请求,和可以将俄罗斯核弹全部送回俄罗斯本土的言论来看,<b>马斯克通过starlink的军事威胁谋取政治利益的诉求,已经相当明显了。</b></p><p>事实上,从2021年下半年开始,starlink的卫星两次险些撞击中国空间站,已经对中国空间站安全构成了威胁。</p><p><img src=\"https://static.tigerbbs.com/a8049722ab93eaabf0aa542bef3530a0\" tg-width=\"680\" tg-height=\"409\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>星链计划计划发射42000颗卫星</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb3952e78c4c7330e4960d16950edf07","relate_stocks":{"BK4555":"新能源车","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BK4099":"汽车制造商","TWTR":"Twitter","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125572595","content_text":"20世纪初,威廉·兰道夫·赫斯特建立了拥有25份日报、24家杂志社、12家广播电台和2家电影公司的传媒帝国。在马斯克4月4日宣布用28.9亿美元买下推特9.2%股权,一举成为这家社交媒体最大股东后,《纽约时报》把他描述成了这位上世纪报业大亨在新时代的化身。以赫斯特为原型,奥逊·威尔斯创作出影史第一的佳作《公民凯恩》。在昨天正式花440亿美元收购推特之后,公民马斯克离成为这个时代的“最佳男主角”,也仅剩一步之遥。01、你情我愿一个是英语世界最具影响力甚至没有之一的社交平台,一个是在该平台拥有8440万粉丝的世界首富。与外界期待相比,双方的世纪牵手显得有些过于顺利。推特甚至连象征性的挣扎都懒得装,匆忙进行了两个回合的简单拉扯,便放弃十几年的经营委身于人。马斯克对买下推特的兴趣向前可追溯到2017年,真正把这件事提上日程并持续推进则是从今年3月份开始,一边低调增持股票,一边高强度发推制造舆论。进入4月,整个收购计划像上了发条一样进入快车道。先是4日曝光马斯克成为推特最大股东,随后Twitter现任CEO帕拉格官宣邀请马斯克加入董事会,再到9日马斯克发推放弃推特董事席位,第一回合的拉扯宣告结束。4月13日,马斯克向推特发起总攻。当天推特向美国证券交易委员会提交的文件曝光,内容显示马斯克正式提出收购要约,计划以每股54.2美元全面收购推特公司,总价约430亿美元。两天后,推特宣布董事会一致通过启动“毒丸计划”以打击马斯克的“恶意收购”。第二回合拉扯只持续了两周不到,推特便就马斯克提出的54.2美元并购价格接受了收购和私有化要约。交易将在2022年内完成,之后推特将从纽交所退市,成为一家私人控股公司。回顾推特的整个“卖身”过程会发现,这家社交王者企图通过象征性的半推半就塑造羞涩形象,却反而透露出一种欲拒还迎的兴奋感,甚至懒得再对最初的54.2美元进行讨价还价,这或许与整个美股大盘的走势有关。3月底至今,标普500指数跌了8%,道琼斯指数跌4%,纳斯达克综合指数跌幅甚至达到12%,累计暴跌近1800点。经历过几轮牛熊之后,巴菲特得出了“通胀无牛市”的结论,从美国通胀率连续刷新40年新高,逐步进入失控状态来看,之后几个月美股很大可能延续连续暴跌的走势,毕竟美联储真正意义上威力十足的加息缩表组合拳还没打出来。在这个背景下再来看推特股价走势,去年10月以来跌幅最大超过50%,符合美股互联网板块的整体走势。但从3月份传出与马斯克的绯闻以来,反而逆市走出了将近60%的涨幅。直到昨天收购官宣之后,推特收涨5.7%,盘后股价续涨至51.9美元,离马斯克54.2美元的报价仍有相当一段距离,从双方角度来看,70亿美元的溢价是个大家都能接受的数字,毕竟在可预见的整体性熊市到来前,卖在高点绝对是个聪明的选择。当然对马斯克来说,重金买下推特的意义也不仅仅是维护言论自由那么简单。02、人设不倒比活跃用户,推特不及脸书和INS,扎克伯格旗下这两款社交APP去年月活用户加起来接近43亿,推特只有4.6亿。比在Z世代中的受欢迎程度,推特也不及TikTok和Snapchat。就是这么一个和同类产品相比数据落后、估值有限的平台,反而在宣传能力上拥有世界性的巨大影响力。原因也许是文字交流平台在娱乐性上逊于照片或视频分享平台,但作为宣传工具时,却能承载更大的信息量和更高的严肃性、灵活性。因此无论在商业还是政治领域,推特依靠在全年龄阶段和全部用户群体方面的优势,向来是兵家必争之地。在买下推特后,我们可以预见社交达人马斯克将如何继续把他数千万量级的大V账号玩出花来。首先要进一步释放推特尚未完全挖掘的影响力。比如在产品端增加推文编辑按钮和音视频直播等新功能,在运营端彻底改革以往过于保守和严格的封禁标准,用“没有任何限制”的方式让它成为真正意义上“言论自由的公民广场”。在提交给SEC的文件中,马斯克也直接表达了推特必须私有化才能在内容监管上更加“松绑”的主张,最直接的例子就是解禁特朗普推特账号,这位前总统此前因国会骚乱事件被推特等平台封禁,之后自行推出了新的社交平台“Truth Social”并表示不会重返推特。其次是马斯克作为企业家的本分。之于推特本身,马斯克刚当上大股东便对推特的首个订阅服务“Twitter Blue”提出大量改动建议,包括降低价格和禁止广告,这显示了马斯克对将推特盈利模式从依赖广告向内容付费转变的倾向。之于其他领域,则是继续用强化媒体攻势的方式增强变现能力,最直观的表现是虚拟货币市场在马斯克收购推特的刺激下迎来暴涨,尤其是狗狗币短期一度跳涨超30%。在马斯克对Twitter Blue提出的改动建议中包括了用狗狗币支付打赏和订阅费用的选项,但被推特拒绝。马斯克从去年开始就为狗狗币站台,不排除以后接着用推特为狗狗币维持热度。当然,无论推特还是狗狗币都只是副业,特斯拉才是马斯克的立足之本。前几天特斯拉发布了第一季度财报,总收入187.56亿美元,同比增长81%;总毛利54.6亿美元,同比增长147%。一季度汽车交付量超过31万,同比增长68%,这还是在产能受限情况下的成绩。无论哪项指标,特斯拉都在新能源车领域称得上一骑绝尘。至于原因,用前几天马斯克自己的话说:特斯拉市值1兆美元,而广告支出是0。不像其他汽车品牌一样热衷于在超级碗露脸,订单依旧源源不断地飙升,这大概就是属于推特大V的豪横。对马斯克的8400万粉丝而言,张扬浮夸接地气的个性和务实跳脱的梦想家形象有机结合为这位企业家独特的个人IP,并最终与特斯拉连为一体。收购推特无疑将再次巩固马斯克的人设,公共形象是可供消费的,它最终不但会体现在特斯拉的股价上,也体现在马斯克的政治前程上。03、迈向白宫?自从特斯拉火了之后,关于马斯克竞选总统的猜测始终不绝如缕,尤其是特朗普的上台,让这种猜测显得更加合理:你是房地产大佬,我是新能源车大佬;你是推特网红,我也是推特网红;我还更帅更年轻。既然你能当总统,那我也能上。再加上如今马斯克买下了推特,给这个逻辑链条又加了一层buff。这就要讨论到美国的政治制度——总统选举的本质,是一场昂贵的金钱游戏。2010年,美国最高法院先后取消了组织和个人的政治献金上限,这让总统大选越发烧钱。2004年和2008年,大选耗费资金还只有10亿和24亿美元。到2016年,特朗普和希拉里的对决消耗已经超过了60亿美元。按照惯例,一般是筹到更多钱的一方赢下大选。比如2004年,小布什筹集到3.67亿美元,战胜了筹集3.28亿美元的戈尔;2008年,筹集6亿美元的奥巴马战胜了麦凯恩,后者只筹到4亿美元;2012年,奥巴马再次用7.2亿美元打败只有4.4亿美元的罗姆尼。特朗普打破了这个惯例。在最后的大选对决中,特朗普只筹到4.4亿美元,希拉里则在华尔街和硅谷支持下募集到7.6亿美元资金。然而最后特朗普完成了从民调落后80%到领先1%的大逆转,推特在其中功不可没。在总统选举中,大部分政治献金被用于形象包装和广告营销。以往传统媒体垄断宣传渠道,资金雄厚的选举人当然更有优势,但推特等社交媒体的崛起既拉低了宣传成本,又为特朗普这样的社交媒体达人提供了与民众“沟通”、而不仅仅是“宣发”的渠道。在与选民的沟通过程中,特朗普确立并不断强化自己作为“民粹主义”代言人的形象,与美国社会流行的“政治正确”风潮站在了对立面。前者代表的是穷困潦倒的美国中年白人和坚持白人男权至上的传统资本家族,后者则是为华尔街和硅谷的金融精英与科技新贵发声。冷战结束后,经济全球化使得追逐利益最大化的美国资本逐步脱离制造业,转向金融和互联网市场,从此贫富差距越大,社会阶层分化也就越严重。但失去工作机会的美国工人仍然是不可忽视的政治力量,特朗普的制造业回归政策符合他们的利益诉求。而马斯克本身就是美国先进制造业的最佳代表,可操作余地更大。再加上他从去年“华尔街大战”中站队散户,到前阵子批评政治正确让奈飞没法看,始终在强化自己“反政治正确急先锋”的定位,以一种更接地气和更有逻辑性的方式延续并发扬光大了特朗普的“推特治国”路线。考虑到他本人是特朗普的坚定支持者,这一切就更合理了。04、结语反对者往往以马斯克在南非出生,没有参选美国总统的资格驳斥“马斯克竞选总统说”,然而《独立宣言》第一段就明明白白写着“人人生而平等”,这是美国宪法的基础,也是美国社会运行的准则。且不说“总统候选人必须出生在本土”这条宪法本来就定义模糊,比如2016年共和党总统选举提名人泰德就出生于加拿大,2008年共和党总统参选人麦凯恩出生在巴拿马运河。就算未来某一天美国人决定以“自由与人权”的名义修改这条宪法,那也是再正当不过的事。当年,放荡不羁的纨绔子弟赫斯特曾2次当选为美国众议员,已经做出了表率。如今马斯克面临最大的选择,是寻找并支持政治代言人还是亲自下场参选总统。从俄乌战争之初,马斯克把starlink产品打包送往乌克兰,并屡次在推特上发出与普京单挑的约架请求,和可以将俄罗斯核弹全部送回俄罗斯本土的言论来看,马斯克通过starlink的军事威胁谋取政治利益的诉求,已经相当明显了。事实上,从2021年下半年开始,starlink的卫星两次险些撞击中国空间站,已经对中国空间站安全构成了威胁。星链计划计划发射42000颗卫星","news_type":1},"isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611172813,"gmtCreate":1650380131444,"gmtModify":1650380131444,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇是个例外😄","listText":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇是个例外😄","text":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇是个例外😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611172813","repostId":"2227603746","repostType":2,"repost":{"id":"2227603746","pubTimestamp":1650015783,"share":"https://www.laohu8.com/m/news/2227603746?lang=&edition=full","pubTime":"2022-04-15 17:43","market":"us","language":"zh","title":"“木头姐”宣布:上调特斯拉5年目标价至4600美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2227603746","media":"市场资讯","summary":"凯茜-伍德的方舟投资管理公司在当地时间周四晚发布的一份报告中预计,特斯拉股价到2026年将达到4600美元,意味着较目前的985美元将上涨3.67%倍。伍德去年曾表示,预计特斯拉股价到2025年将达到","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/bc8036176899b394c49af35a99652245\" tg-width=\"720\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>凯茜-伍德的方舟投资管理公司在当地时间周四晚发布的一份报告中预计,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价到2026年将达到4600美元,意味着较目前的985美元将上涨3.67%倍。</p><p>伍德去年曾表示,预计特斯拉股价到2025年将达到3000美元。她现在表示:“我们的5年目标价提高了50%以上,至4600美元。”</p><p>这一新的5年预测是基于特斯拉最近承诺推出专门的<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车服务。</p><p>方舟投资公司在最新的报告中表示,在最好的情况下,特斯拉股价到2026年可能达到5800美元,在最坏的情况下,股价仍可能达到2900美元左右。</p><p>方舟分析师塔莎·基尼(Tasha Keeney)在报告中写道:“特斯拉未来的机器人出租车业务是一个关键的驱动因素,到2026年将贡献60%的预期价值和一半以上的预期EBITDA。”EBITDA是指未计利息、税项、折旧和摊销前的利润。</p><p>她说:“我们预计,到2026年,电动汽车将占公司收入的57%,但利润率将远低于机器人出租车业务。”</p><p>该研究预测,到2026年,在最好的情况下,特斯拉的电动汽车销量将达到1700万辆,而在悲观的情况下,这一数字将达到1000万辆。特斯拉去年的汽车销量略低于100万辆。</p><p>该报告还估计,到2026年,特斯拉电动汽车业务的营收将在3720亿美元至5130亿美元之间,而自动叫车服务的收入将高达4860亿美元。届时电动汽车业务的毛利率将从去年的27%升至34%。</p><p>方舟的预测未包括特斯拉的人形机器人项目、能源业务和Dojo超级计算机服务等其他商业机会。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“木头姐”宣布:上调特斯拉5年目标价至4600美元</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“木头姐”宣布:上调特斯拉5年目标价至4600美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 17:43 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-04-15/doc-imcwiwst2007736.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯茜-伍德的方舟投资管理公司在当地时间周四晚发布的一份报告中预计,特斯拉股价到2026年将达到4600美元,意味着较目前的985美元将上涨3.67%倍。伍德去年曾表示,预计特斯拉股价到2025年将达到3000美元。她现在表示:“我们的5年目标价提高了50%以上,至4600美元。”这一新的5年预测是基于特斯拉最近承诺推出专门的机器人出租车服务。方舟投资公司在最新的报告中表示,在最好的情况下,特斯拉...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-04-15/doc-imcwiwst2007736.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/050aa532e11892e978881c5ee5021673","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-04-15/doc-imcwiwst2007736.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227603746","content_text":"凯茜-伍德的方舟投资管理公司在当地时间周四晚发布的一份报告中预计,特斯拉股价到2026年将达到4600美元,意味着较目前的985美元将上涨3.67%倍。伍德去年曾表示,预计特斯拉股价到2025年将达到3000美元。她现在表示:“我们的5年目标价提高了50%以上,至4600美元。”这一新的5年预测是基于特斯拉最近承诺推出专门的机器人出租车服务。方舟投资公司在最新的报告中表示,在最好的情况下,特斯拉股价到2026年可能达到5800美元,在最坏的情况下,股价仍可能达到2900美元左右。方舟分析师塔莎·基尼(Tasha Keeney)在报告中写道:“特斯拉未来的机器人出租车业务是一个关键的驱动因素,到2026年将贡献60%的预期价值和一半以上的预期EBITDA。”EBITDA是指未计利息、税项、折旧和摊销前的利润。她说:“我们预计,到2026年,电动汽车将占公司收入的57%,但利润率将远低于机器人出租车业务。”该研究预测,到2026年,在最好的情况下,特斯拉的电动汽车销量将达到1700万辆,而在悲观的情况下,这一数字将达到1000万辆。特斯拉去年的汽车销量略低于100万辆。该报告还估计,到2026年,特斯拉电动汽车业务的营收将在3720亿美元至5130亿美元之间,而自动叫车服务的收入将高达4860亿美元。届时电动汽车业务的毛利率将从去年的27%升至34%。方舟的预测未包括特斯拉的人形机器人项目、能源业务和Dojo超级计算机服务等其他商业机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611112000,"gmtCreate":1650356907699,"gmtModify":1650356907699,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄","listText":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄","text":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611112000","repostId":"2228965175","repostType":2,"isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611118283,"gmtCreate":1650356491345,"gmtModify":1650356491345,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄","listText":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄","text":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/611118283","repostId":"2228968975","repostType":2,"repost":{"id":"2228968975","pubTimestamp":1650330545,"share":"https://www.laohu8.com/m/news/2228968975?lang=&edition=full","pubTime":"2022-04-19 09:09","market":"us","language":"zh","title":"ARK上调特斯拉目标价:四年翻四倍至4600美元!","url":"https://stock-news.laohu8.com/highlight/detail?id=2228968975","media":"华尔街见闻","summary":"“木头姐”旗下Ark基金增强了对特斯拉实现完全自动驾驶的能力的信心,认为其机器人出租车业务将在2026年贡献其60%的预期价值。\n","content":"<html><head></head><body><p>Cathie Wood(凯西·伍德,人称“木头姐”)旗下的Ark投资管理再次唱多<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,喊出4年4倍至4600美元的目标价。</p><p>Ark曾在去年表示,预计到2025年,特斯拉的股价将达到3000美元,但由于对特斯拉未来的<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车业务和资本效率产生了新的预期,该公司随后更新了股价目标。</p><p>Ark认为,在最好的情况下,特斯拉股价到2026年可能达到5800美元;在最坏的情况下,股价可能达到2900美元,仍是目前1005美元的3倍左右。<img src=\"https://static.tigerbbs.com/e7aec8b3207468d35d353f8236cc07c2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Ark的分析师Tasha Keeney上周在一篇博客中写道:“尽管我们调整了对2026年的预期,但这个模型对于特斯拉来说还是保守的。我们认为,到2026年,特斯拉的股票将像一家成熟公司,而不是一家高增长公司。”</p><h2>押注自动驾驶出租车服务</h2><p>据Keeney估计市场对自动驾驶出租车服务的需求将增加,其市场规模在11万亿至12万亿美元之间,这是推动特斯拉新模式发展的一个关键因素。</p><p>Ark也增强了对特斯拉实现完全自动驾驶的能力的信心,认为其机器人出租车业务将在2026年贡献其60%的预期价值。</p><p>同时Keeney写道,另一个因素是——人们预计特斯拉将提高资本效率,特斯拉每单位增量产能的资本支出已从2017年的8.4万美元降至7700美元。</p><p>与此同时,特斯拉持有的比特币也包括在Ark的模型中,但并未被视为预测的关键组成部分,比特币价格对股价的提振作用不到5%。</p><p>同时,特斯拉还可以追求其他不包括在该模型中的商业机会,包括能源存储业务、人工智能服务和人形机器人。</p><h2>部分投资者看空特斯拉</h2><p>“木头姐”一直是特斯拉及其CEO埃隆·马斯克的狂热支持者。虽然旗舰产品方舟创新<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (Ark Innovation ETF,简称ARKK)上月减持了特斯拉的股票,但特斯拉仍是其最大的持仓,占该基金的10%。</p><p>不过,在过去一年大涨40%之后,并非所有人都看好该股。据彭博,投资研究公司New Construct的首席执行官David Trainer认为特斯拉的股价会跌至150-200美元。</p><p>他说:“特斯拉曾一度享有先发优势,但如今它已经不再拥有这种优势,而且市面上还有很多其他电动汽车在竞争中非常成功。在我看来,这是凯西·伍德为了吸引散户投资者的话语,而他们实际上没有理解特斯拉的竞争力所在。”</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARK上调特斯拉目标价:四年翻四倍至4600美元!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nARK上调特斯拉目标价:四年翻四倍至4600美元!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 09:09 北京时间 <a href=https://wallstreetcn.com/articles/3657269><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood(凯西·伍德,人称“木头姐”)旗下的Ark投资管理再次唱多特斯拉,喊出4年4倍至4600美元的目标价。Ark曾在去年表示,预计到2025年,特斯拉的股价将达到3000美元,但由于对特斯拉未来的机器人出租车业务和资本效率产生了新的预期,该公司随后更新了股价目标。Ark认为,在最好的情况下,特斯拉股价到2026年可能达到5800美元;在最坏的情况下,股价可能达到2900美元,仍是...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3657269\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1f099f6724852eed80c0925003dfca8","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3657269","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228968975","content_text":"Cathie Wood(凯西·伍德,人称“木头姐”)旗下的Ark投资管理再次唱多特斯拉,喊出4年4倍至4600美元的目标价。Ark曾在去年表示,预计到2025年,特斯拉的股价将达到3000美元,但由于对特斯拉未来的机器人出租车业务和资本效率产生了新的预期,该公司随后更新了股价目标。Ark认为,在最好的情况下,特斯拉股价到2026年可能达到5800美元;在最坏的情况下,股价可能达到2900美元,仍是目前1005美元的3倍左右。Ark的分析师Tasha Keeney上周在一篇博客中写道:“尽管我们调整了对2026年的预期,但这个模型对于特斯拉来说还是保守的。我们认为,到2026年,特斯拉的股票将像一家成熟公司,而不是一家高增长公司。”押注自动驾驶出租车服务据Keeney估计市场对自动驾驶出租车服务的需求将增加,其市场规模在11万亿至12万亿美元之间,这是推动特斯拉新模式发展的一个关键因素。Ark也增强了对特斯拉实现完全自动驾驶的能力的信心,认为其机器人出租车业务将在2026年贡献其60%的预期价值。同时Keeney写道,另一个因素是——人们预计特斯拉将提高资本效率,特斯拉每单位增量产能的资本支出已从2017年的8.4万美元降至7700美元。与此同时,特斯拉持有的比特币也包括在Ark的模型中,但并未被视为预测的关键组成部分,比特币价格对股价的提振作用不到5%。同时,特斯拉还可以追求其他不包括在该模型中的商业机会,包括能源存储业务、人工智能服务和人形机器人。部分投资者看空特斯拉“木头姐”一直是特斯拉及其CEO埃隆·马斯克的狂热支持者。虽然旗舰产品方舟创新Pacer Swan SOS Fund of Funds ETF|ETF (Ark Innovation ETF,简称ARKK)上月减持了特斯拉的股票,但特斯拉仍是其最大的持仓,占该基金的10%。不过,在过去一年大涨40%之后,并非所有人都看好该股。据彭博,投资研究公司New Construct的首席执行官David Trainer认为特斯拉的股价会跌至150-200美元。他说:“特斯拉曾一度享有先发优势,但如今它已经不再拥有这种优势,而且市面上还有很多其他电动汽车在竞争中非常成功。在我看来,这是凯西·伍德为了吸引散户投资者的话语,而他们实际上没有理解特斯拉的竞争力所在。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516593271667128","authorId":"3516593271667128","name":"晓宇哦哦","avatar":"https://static.tigerbbs.com/050ecdcbf1bbd49cd131f5ad5796fb50","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3516593271667128","idStr":"3516593271667128"},"content":"这是在做梦 马斯克的星链已经军事化 ,可能已经激怒了一些国家,并且特斯拉召回率达到60%以上…… 因为制裁俄罗斯,关键原材料已经是问题!","text":"这是在做梦 马斯克的星链已经军事化 ,可能已经激怒了一些国家,并且特斯拉召回率达到60%以上…… 因为制裁俄罗斯,关键原材料已经是问题!","html":"这是在做梦 马斯克的星链已经军事化 ,可能已经激怒了一些国家,并且特斯拉召回率达到60%以上…… 因为制裁俄罗斯,关键原材料已经是问题!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611954703,"gmtCreate":1650281843917,"gmtModify":1650281843917,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"热切期待1纳米😄","listText":"热切期待1纳米😄","text":"热切期待1纳米😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611954703","repostId":"2228493285","repostType":2,"isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638764997,"gmtCreate":1645535815465,"gmtModify":1645535815465,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"老公必备😄","listText":"老公必备😄","text":"老公必备😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638764997","repostId":"2213493175","repostType":2,"repost":{"id":"2213493175","pubTimestamp":1645524039,"share":"https://www.laohu8.com/m/news/2213493175?lang=&edition=full","pubTime":"2022-02-22 18:00","market":"us","language":"zh","title":"女孩们看过来!苹果公司公布女性经期跟踪技术专利","url":"https://stock-news.laohu8.com/highlight/detail?id=2213493175","media":"手机中国","summary":"今天,手机中国了解到,苹果就公开了一项与女性有关的专利,这个专利的名称叫做“用于月经周期跟踪的床上温度阵列”。据天眼查APP公开的内容显示:本公开实施方案涉及经期跟踪的系统和技术。从摘要介绍中,得知可以通过对女性的温度来预计生理期。可以推测,这项专利应该会用在苹果智能产品或相关应用上。除了苹果,还有许多科技公司对女性的生理周期问题也非常的关注。","content":"<html><body><article><p>【手机中国新闻】随着科学技术的迅速发展,越来越多的电子产品制造商开始把目光投向了女性这个消费群体。许多公司对于女性用户的关注度逐渐提高,并且会针对女性用户的特征、需求推出产品。今天,手机中国了解到,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>就公开了一项与女性有关的专利,这个专利的名称叫做“用于月经周期跟踪的床上温度阵列”。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14546987464/0\"/><p>据天眼查APP公开的内容显示:本公开实施方案涉及经期跟踪的系统和技术。从摘要介绍中,得知可以通过对女性的温度来预计生理期。可以推测,这项专利应该会用在苹果<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>产品或相关应用上。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14546987465/0\"/><p>除了苹果,还有许多科技公司对女性的生理周期问题也非常的关注。这些企业会推出类似智能手表设备等健康智能产品,它们可以查询女性生理周期信息。</p><p>值得一提的是,除了关注女性生理周期,科技公司们也同样关注女性的情绪。比如,去年华为就公布了“一种评估女性情绪的方法及相关装置、设备”专利。据了解,该专利利用历史待评估数据和女性的生理周期来评估女性的情绪,可以提高评估女性情绪的准确性。此外,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>此前也曾推出的一款健身手环就能够使用相机进行3D扫描来检测人体脂肪,可检测出声音中的情绪。</p><p>当下社会,女性也成为科技产品消费的一股力量,未来或许将有更多针对女性定制的智能产品推出。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>女孩们看过来!苹果公司公布女性经期跟踪技术专利</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女孩们看过来!苹果公司公布女性经期跟踪技术专利\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-22 18:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202221803387c77d8f9&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【手机中国新闻】随着科学技术的迅速发展,越来越多的电子产品制造商开始把目光投向了女性这个消费群体。许多公司对于女性用户的关注度逐渐提高,并且会针对女性用户的特征、需求推出产品。今天,手机中国了解到,苹果就公开了一项与女性有关的专利,这个专利的名称叫做“用于月经周期跟踪的床上温度阵列”。据天眼查APP公开的内容显示:本公开实施方案涉及经期跟踪的系统和技术。从摘要介绍中,得知可以通过对女性的温度来预计...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202221803387c77d8f9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4515":"5G概念","AAPL":"苹果","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4505":"高瓴资本持仓","BK4501":"段永平概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202221803387c77d8f9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2213493175","content_text":"【手机中国新闻】随着科学技术的迅速发展,越来越多的电子产品制造商开始把目光投向了女性这个消费群体。许多公司对于女性用户的关注度逐渐提高,并且会针对女性用户的特征、需求推出产品。今天,手机中国了解到,苹果就公开了一项与女性有关的专利,这个专利的名称叫做“用于月经周期跟踪的床上温度阵列”。据天眼查APP公开的内容显示:本公开实施方案涉及经期跟踪的系统和技术。从摘要介绍中,得知可以通过对女性的温度来预计生理期。可以推测,这项专利应该会用在苹果智能产品或相关应用上。除了苹果,还有许多科技公司对女性的生理周期问题也非常的关注。这些企业会推出类似智能手表设备等健康智能产品,它们可以查询女性生理周期信息。值得一提的是,除了关注女性生理周期,科技公司们也同样关注女性的情绪。比如,去年华为就公布了“一种评估女性情绪的方法及相关装置、设备”专利。据了解,该专利利用历史待评估数据和女性的生理周期来评估女性的情绪,可以提高评估女性情绪的准确性。此外,亚马逊此前也曾推出的一款健身手环就能够使用相机进行3D扫描来检测人体脂肪,可检测出声音中的情绪。当下社会,女性也成为科技产品消费的一股力量,未来或许将有更多针对女性定制的智能产品推出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":669972757,"gmtCreate":1662070712079,"gmtModify":1662070713133,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄","listText":"市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄","text":"市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":8,"repostSize":3,"link":"https://laohu8.com/post/669972757","repostId":"2264254620","repostType":2,"repost":{"id":"2264254620","pubTimestamp":1662002853,"share":"https://www.laohu8.com/m/news/2264254620?lang=&edition=full","pubTime":"2022-09-01 11:27","market":"us","language":"zh","title":"特斯拉多头分析师:2030年市值有望达10万亿美元!","url":"https://stock-news.laohu8.com/highlight/detail?id=2264254620","media":"盖世汽车网","summary":" 盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。 尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。由于积压的订单过多,特斯拉甚至暂停接受某些车型版本的新订单。 Ferragu将特斯拉的目标股价定为530美元,这意味着较目前的275美元有很大的上升空间。","content":"<p>原标题: 分析师:<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的需求远超预期,市值有望达10万亿美元</p><p>盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。</p><p>尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。据报道,今年早些时候汽油价格上涨时,特斯拉在美国的订单量飙升,创历史新高。由于积压的订单过多,特斯拉甚至暂停接受某些车型版本的新订单。</p><p>Ferragu在给客户的一份报告中指出,“特斯拉正面临着前所未有的需求。我在特斯拉认识的每个人,以及能与我讨论这个话题的人,都认为特斯拉目前的需求远远超出了几年前的预期。电动汽车如此受欢迎,对于特斯拉及其竞争对手来说,市场份额将主要取决于提高产能的能力。”</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/61/w550h311/20220901/40f4-3477ea94e7bd31d572ea00e97146fd1d.jpg\" tg-width=\"550\" tg-height=\"311\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>参观结束后,Ferragu还表示对特斯拉柏林超级工厂的高效率印象深刻。“与弗里蒙特工厂相比,特斯拉柏林工厂的效率明显更高。工厂内部的物流十分简单,工厂四面环绕着码头,确保零部件能进入工厂制造链中的正确位置。”</p><p>他还指出,“工厂单条生产线的生产周期被设为45秒,在满负荷运转的情况下,每周将交付1万辆汽车。每辆车的生产速度为45秒,完成10,000辆车则需要连续5天多的不间断时间。最重要的是,特斯拉目前生产的汽车采用的是后铸件(rear casting),一旦4680结构电池包量产,就会改用前后铸造。”</p><p>Ferragu将特斯拉的目标股价定为530美元,这意味着较目前的275美元有很大的上升空间。他甚至认为,从长远来看,到2030年,如果特斯拉实现每年生产2,000万辆电动汽车的目标,特斯拉的市值有望达到10万亿美元,大约是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>当前市值的四倍。</p><p><img referrerpolicy=\"no-referrer\"><img referrerpolicy=\"no-referrer\"></p><p>责任编辑:于健 SF069</p>","source":"sina_us","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>特斯拉多头分析师:2030年市值有望达10万亿美元!</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特斯拉多头分析师:2030年市值有望达10万亿美元!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 11:27 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0630887.shtml><strong>盖世汽车网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题: 分析师:特斯拉的需求远超预期,市值有望达10万亿美元盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。据报道,今年早些时候汽油价格上涨时,特斯拉在美国的订单量飙升,创历史新高。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0630887.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/finance/crawl/61/w550h311/20220901/40f4-3477ea94e7bd31d572ea00e97146fd1d.jpg","relate_stocks":{"BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4511":"特斯拉概念","BK4099":"汽车制造商","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0630887.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264254620","content_text":"原标题: 分析师:特斯拉的需求远超预期,市值有望达10万亿美元盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。据报道,今年早些时候汽油价格上涨时,特斯拉在美国的订单量飙升,创历史新高。由于积压的订单过多,特斯拉甚至暂停接受某些车型版本的新订单。Ferragu在给客户的一份报告中指出,“特斯拉正面临着前所未有的需求。我在特斯拉认识的每个人,以及能与我讨论这个话题的人,都认为特斯拉目前的需求远远超出了几年前的预期。电动汽车如此受欢迎,对于特斯拉及其竞争对手来说,市场份额将主要取决于提高产能的能力。”参观结束后,Ferragu还表示对特斯拉柏林超级工厂的高效率印象深刻。“与弗里蒙特工厂相比,特斯拉柏林工厂的效率明显更高。工厂内部的物流十分简单,工厂四面环绕着码头,确保零部件能进入工厂制造链中的正确位置。”他还指出,“工厂单条生产线的生产周期被设为45秒,在满负荷运转的情况下,每周将交付1万辆汽车。每辆车的生产速度为45秒,完成10,000辆车则需要连续5天多的不间断时间。最重要的是,特斯拉目前生产的汽车采用的是后铸件(rear casting),一旦4680结构电池包量产,就会改用前后铸造。”Ferragu将特斯拉的目标股价定为530美元,这意味着较目前的275美元有很大的上升空间。他甚至认为,从长远来看,到2030年,如果特斯拉实现每年生产2,000万辆电动汽车的目标,特斯拉的市值有望达到10万亿美元,大约是苹果当前市值的四倍。责任编辑:于健 SF069","news_type":1},"isVote":1,"tweetType":1,"viewCount":2611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856522142,"gmtCreate":1635203974039,"gmtModify":1635203974039,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"“马斯克也是特斯拉的最大股东,持有近17%股份”,一说持有特斯拉23%的股份,即2300亿美元,马斯克富而不豪,单日新增290亿美元,即便现有净资产2810亿美元,已登顶世界首富宝座,也希望其成功冲刺、摘取历史上首位万亿美元富豪桂冠,他富得流油,带领咱地球人殖民火星才会更有底气","listText":"“马斯克也是特斯拉的最大股东,持有近17%股份”,一说持有特斯拉23%的股份,即2300亿美元,马斯克富而不豪,单日新增290亿美元,即便现有净资产2810亿美元,已登顶世界首富宝座,也希望其成功冲刺、摘取历史上首位万亿美元富豪桂冠,他富得流油,带领咱地球人殖民火星才会更有底气","text":"“马斯克也是特斯拉的最大股东,持有近17%股份”,一说持有特斯拉23%的股份,即2300亿美元,马斯克富而不豪,单日新增290亿美元,即便现有净资产2810亿美元,已登顶世界首富宝座,也希望其成功冲刺、摘取历史上首位万亿美元富豪桂冠,他富得流油,带领咱地球人殖民火星才会更有底气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/856522142","repostId":"2178783614","repostType":2,"repost":{"id":"2178783614","pubTimestamp":1635205840,"share":"https://www.laohu8.com/m/news/2178783614?lang=&edition=full","pubTime":"2021-10-26 07:50","market":"us","language":"zh","title":"特斯拉跻身万亿美元俱乐部,马斯克全球首富宝座稳了","url":"https://stock-news.laohu8.com/highlight/detail?id=2178783614","media":"市场资讯","summary":" 特斯拉周一跻身万亿美元市值俱乐部,伴随全球汽车业向电动车的转型,特斯拉股价狂飙突进,终于迈过了这一关键里程碑。 从2010年6月上市以来,特斯拉只用了短短11年就突破1万亿美元市值,上升速度之快仅次于Facebook,后者因为过去两个月遭到抛售,市值已经跌到了1万亿美元以下。该公司股价一度触及纪录高位998.74美元,基于截至10月21日特斯拉发行在外约10亿股流通股数量,其总市值超过1万亿美元。","content":"<blockquote>\n 这家电动汽车制造商目前是美国市值第五大上市公司\n</blockquote>\n<blockquote>\n 马斯克净资产约为2810亿美元,远超<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人杰夫·贝索斯\n</blockquote>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周一跻身万亿美元市值俱乐部,伴随全球汽车业向电动车的转型,特斯拉股价狂飙突进,终于迈过了这一关键里程碑。</p>\n<p>从2010年6月上市以来,特斯拉只用了短短11年就突破1万亿美元市值,上升速度之快仅次于<a href=\"https://laohu8.com/S/FB\">Facebook</a>,后者因为过去两个月遭到抛售,市值已经跌到了1万亿美元以下。在万亿美元市值俱乐部中,其他的美国上市公司只有<a href=\"https://laohu8.com/S/AAPL\">苹果</a> 、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、Alphabet Inc.和亚马逊。<img src=\"https://static.tigerbbs.com/0efe6ec76990f9fd4fcfa7a5dd85c6ef\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">特斯拉周一最高上涨9.8%,创下3月9日以来的最大盘中波动。该公司股价一度触及纪录高位998.74美元,基于截至10月21日特斯拉发行在外约10亿股流通股数量,其总市值超过1万亿美元。</p>\n<p>目前正值汽车行业大规模转型的风口浪尖,电动汽车有望在全球范围内取代汽油车。特斯拉及其联合创始人马斯克被视为这一风潮背后的主要驱动力之一。</p>\n<p>随着特斯拉股价的上涨,马斯克的个人财富也急剧飙升。根据亿万富豪指数,这位特斯拉首席执行官现在是全球首富,净资产约为2810亿美元,远超亚马逊创始人杰夫·贝索斯。数据显示 ,马斯克也是特斯拉的最大股东,持有近17%股份。<img src=\"https://static.tigerbbs.com/2758ee5755d84963ffa9c227390cab34\" tg-width=\"550\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">特斯拉过去五个月一直处于上涨行情,5月中旬以来累计升幅超过75%,本月该股尤其受到一连串利好消息提振,包括第三季度盈利和交付强劲,汽车租赁巨头<a href=\"https://laohu8.com/S/HTZ\">赫兹</a>(Hertz)10万辆订购单,以及一份关于Model 3是上月欧洲市场最畅销汽车的报告。</p>\n<p>赫兹超级大单的消息公布后,马斯克个人财富净增跃增近290亿美元,单日升幅在亿万富翁排行榜上数一数二,仅次于<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>的钟睒睒,去年钟睒睒身价在农夫山泉上市当天暴增320亿美元。</p>\n<p>“特斯拉是电动汽车制造,电池和自动驾驶领域的领军者,” <a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Adam Jonas在周一的一份报告中写道。“该公司还拥有一系列支持技术和其他业务,从长远看,这将使特斯拉在汽车和能源领域始终保持领先地位。”</p>\n<p><b>估值高了?</b></p>\n<p>然而,也有人说耀眼的增长数字不足以完全证明特斯拉超高市值的合理性。它现在不仅是世界上第一大市值汽车制造商,而且其他所有顶级汽车公司的市值加起来也不如特斯拉。但是从产量看,特斯拉的汽车生产数量只有<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等公司的几分之一。</p>\n<p>“我们承认特斯拉的表现无可挑剔,但这没有改变我们对特斯拉股价被严重高估的观点,” Roth Capital Partners分析师Craig Irwin在10月21日的一份报告中写道。</p>\n<p>电动车市场的竞争的确在加剧。经过多年的观望,今年几乎所有主要的传统汽车公司都宣布了雄心勃勃的新能源车计划,包括开发电池和充电站网络等电动车必备生态系统。</p>\n<p>看涨的投资者和分析师表示,其他汽车公司不能和特斯拉相提并论。他们认为特斯拉更像是一家科技公司,所以其估值是合理的。</p>\n<p>特斯拉股价目前对应的2021年预期市盈率为172倍,NYSE+ FANG指数是34倍,其成份股包括Alphabet、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、Facebook、亚马逊、阿里巴巴、<a href=\"https://laohu8.com/S/BIDU\">百度</a>等。</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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}\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特斯拉跻身万亿美元俱乐部,马斯克全球首富宝座稳了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 07:50 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-10-26/doc-iktzscyy1759282.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这家电动汽车制造商目前是美国市值第五大上市公司\n\n\n 马斯克净资产约为2810亿美元,远超亚马逊创始人杰夫·贝索斯\n\n特斯拉周一跻身万亿美元市值俱乐部,伴随全球汽车业向电动车的转型,特斯拉股价狂飙突进,终于迈过了这一关键里程碑。\n从2010年6月上市以来,特斯拉只用了短短11年就突破1万亿美元市值,上升速度之快仅次于Facebook,后者因为过去两个月遭到抛售,市值已经跌到了1万亿美元以下。在...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-10-26/doc-iktzscyy1759282.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-10-26/doc-iktzscyy1759282.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2178783614","content_text":"这家电动汽车制造商目前是美国市值第五大上市公司\n\n\n 马斯克净资产约为2810亿美元,远超亚马逊创始人杰夫·贝索斯\n\n特斯拉周一跻身万亿美元市值俱乐部,伴随全球汽车业向电动车的转型,特斯拉股价狂飙突进,终于迈过了这一关键里程碑。\n从2010年6月上市以来,特斯拉只用了短短11年就突破1万亿美元市值,上升速度之快仅次于Facebook,后者因为过去两个月遭到抛售,市值已经跌到了1万亿美元以下。在万亿美元市值俱乐部中,其他的美国上市公司只有苹果 、微软、Alphabet Inc.和亚马逊。特斯拉周一最高上涨9.8%,创下3月9日以来的最大盘中波动。该公司股价一度触及纪录高位998.74美元,基于截至10月21日特斯拉发行在外约10亿股流通股数量,其总市值超过1万亿美元。\n目前正值汽车行业大规模转型的风口浪尖,电动汽车有望在全球范围内取代汽油车。特斯拉及其联合创始人马斯克被视为这一风潮背后的主要驱动力之一。\n随着特斯拉股价的上涨,马斯克的个人财富也急剧飙升。根据亿万富豪指数,这位特斯拉首席执行官现在是全球首富,净资产约为2810亿美元,远超亚马逊创始人杰夫·贝索斯。数据显示 ,马斯克也是特斯拉的最大股东,持有近17%股份。特斯拉过去五个月一直处于上涨行情,5月中旬以来累计升幅超过75%,本月该股尤其受到一连串利好消息提振,包括第三季度盈利和交付强劲,汽车租赁巨头赫兹(Hertz)10万辆订购单,以及一份关于Model 3是上月欧洲市场最畅销汽车的报告。\n赫兹超级大单的消息公布后,马斯克个人财富净增跃增近290亿美元,单日升幅在亿万富翁排行榜上数一数二,仅次于农夫山泉的钟睒睒,去年钟睒睒身价在农夫山泉上市当天暴增320亿美元。\n“特斯拉是电动汽车制造,电池和自动驾驶领域的领军者,” 摩根士丹利分析师Adam Jonas在周一的一份报告中写道。“该公司还拥有一系列支持技术和其他业务,从长远看,这将使特斯拉在汽车和能源领域始终保持领先地位。”\n估值高了?\n然而,也有人说耀眼的增长数字不足以完全证明特斯拉超高市值的合理性。它现在不仅是世界上第一大市值汽车制造商,而且其他所有顶级汽车公司的市值加起来也不如特斯拉。但是从产量看,特斯拉的汽车生产数量只有通用汽车等公司的几分之一。\n“我们承认特斯拉的表现无可挑剔,但这没有改变我们对特斯拉股价被严重高估的观点,” Roth Capital Partners分析师Craig Irwin在10月21日的一份报告中写道。\n电动车市场的竞争的确在加剧。经过多年的观望,今年几乎所有主要的传统汽车公司都宣布了雄心勃勃的新能源车计划,包括开发电池和充电站网络等电动车必备生态系统。\n看涨的投资者和分析师表示,其他汽车公司不能和特斯拉相提并论。他们认为特斯拉更像是一家科技公司,所以其估值是合理的。\n特斯拉股价目前对应的2021年预期市盈率为172倍,NYSE+ FANG指数是34倍,其成份股包括Alphabet、谷歌、Facebook、亚马逊、阿里巴巴、百度等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":9131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842307611,"gmtCreate":1636129920623,"gmtModify":1636129920623,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"目前公平市场的苹果股价为313美元,这使得股票被低估了52%左右。在适用了33%的安全边际后,该公司的股价为210美元,低估了28%","listText":"目前公平市场的苹果股价为313美元,这使得股票被低估了52%左右。在适用了33%的安全边际后,该公司的股价为210美元,低估了28%","text":"目前公平市场的苹果股价为313美元,这使得股票被低估了52%左右。在适用了33%的安全边际后,该公司的股价为210美元,低估了28%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842307611","repostId":"1152678543","repostType":2,"repost":{"id":"1152678543","pubTimestamp":1636123356,"share":"https://www.laohu8.com/m/news/1152678543?lang=&edition=full","pubTime":"2021-11-05 22:42","market":"us","language":"en","title":"Apple Shares Are Likely To Consolidate For The Next Couple Of Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1152678543","media":"Seeking Alpha","summary":"Summary\n\nConsistent growth in revenue, net income, free cash flow, but with high debt levels on the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Consistent growth in revenue, net income, free cash flow, but with high debt levels on the balance sheet.</li>\n <li>The company is well-diversified in the revenue sources, which include multiple highly-desired products and services.</li>\n <li>In the next couple of years, sales growth will likely slow compared to the substantial post-pandemic increase in 2021.</li>\n <li>This makes the shares a bit overvalued in the short term but still relatively undervalued in the long run.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b58c39fd0b9b8655afda5255203cbc1\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>prachanart/iStock Editorial via Getty Images</span></p>\n<p>The iPhone maker Apple Inc. (AAPL) generates large revenues and free cash flows and will most certainly continue to do so for the foreseeable future. This, however, could already be priced in the company's stock, which makes it susceptible to a price consolidation or slight correction in the short term. This is even more so due to the post-pandemic hefty 2021 revenue increases, which the company is unlikely to sustain in the next year or two.</p>\n<p>I have compiled some data from the company's past annual reports in an attempt to forecast the revenues for the next few years, with the ultimate goal of evaluating the current share price. As usual, I will go quickly through the existing financial situation of the company and then move on to more fun stuff.</p>\n<p><b>Financials</b> <b>Revenue and Net Income</b></p>\n<p>Apple generates revenues from multiple flagship products and services, including iPhone and iPad sales, App Store, Apple Care services, and cloud storage, to name a few. iPhone sales are the major contributor to revenues, but recently the Other Products category, which includes such items as Apple Watch, Home Air Pods, Home accessories and other wearables, has picked up quite nicely. Apple product users are pretty much locked into the iOS ecosystem and unwilling to part with such products anytime soon. Short of the company successively releasing a few subquality devices, it is not likely Apple's loyal customers will abandon the company anytime soon. This, in turn, will ensure Apple's consistent revenue generation for many more years to come.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/961100741a042cb2c897688aabcd522e\" tg-width=\"1219\" tg-height=\"869\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from financial statements</span></p>\n<p>The operating margin is good at over 25%, considering the fierce competition in the tech sector, where margins are always being tested in order to gain market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d8eb9c672e3b45c4d2ec65a02f9589b\" tg-width=\"1243\" tg-height=\"872\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p>\n<p>Earnings have seen a sharp increase in 2021 after modest gains over the previous years. The earnings will likely pull back a bit, in line with the trend leading up to the pandemic. The dividend yield is relatively low when compared to many other tech giants.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7b205ced6e4121d46f6ce97c6e974c9\" tg-width=\"1233\" tg-height=\"793\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p>\n<p><b>Return on Equity, Return on Invested Capital, and Return on Assets</b></p>\n<p>The same can be observed with the return on equity, invested capital, and assets. All these three metrics have seen a jump in the last year, with the return in equity being the highest.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd53e274ebe24caee05dad4f8ce6d30b\" tg-width=\"1280\" tg-height=\"845\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p>\n<p>The free cash flow per share is illustrated in the chart below. The growth is steady as the company can generate a lot of cash due to the popularity of its products.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ff6820e064af46ae08148c4b83d16c5\" tg-width=\"1263\" tg-height=\"792\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from company's annual report</span></p>\n<p><b>Financial Health</b></p>\n<p>Apple's debt to equity ratio is 1.73, which is a bit high. The company will need to make principal payments at an average of $10 billion annually until 2026 and over $64 billion annually after that. The total term debt value is $118 billion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18acaab5dba3afe2c680a7646e0c5e3b\" tg-width=\"1235\" tg-height=\"872\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p>\n<p>The current and quick ratios have been declining in the last two years, correlated with the increase in liabilities. The quick ratio is slightly concerning due to having a value below 1, and the current ratio is not healthy either.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7a997577b95ba5afbeb1115f6f0dde9\" tg-width=\"1210\" tg-height=\"769\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p>\n<p><b>Free Cash Flow Yield</b></p>\n<p>The chart below shows the relationship between the price and the FCF yield trend. This is another important metric in that it provides a measurement of the stock valuation. The stock price trending upwards while the yields are heading lower indicates an unsustainable trend and a likely correction in the short term.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4716e4f329559ebc190cad5e15b1b783\" tg-width=\"640\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Source: Own calculations using Apple financial statements data</span></p>\n<p><b>Share buybacks</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65fb36fdd1973c0052a742062dfecbd5\" tg-width=\"903\" tg-height=\"268\" width=\"100%\" height=\"auto\"><span>Source: Apple financial statements</span></p>\n<p><b>Revenue Forecasting</b></p>\n<p>To evaluate Apple shares' intrinsic value, we will need to estimate its future free cash flows, derived by subtracting the capital expenditures from the net cash provided by the operating activities. The latter is a Cash Flow statement item and is calculated starting with the net income and then adding and removing particular cash and non-cash items. In the case of Apple, the net cash from operating is usually about 25% higher than the net income due to the inclusion of the non-cash items that had been previously removed. CAPEX is forecasted by extrapolating the current trend into the future.</p>\n<p>It is useful to know the percent share each Apple's products or services contribute to the total revenues when forecasting future revenues. This can be pulled directly from Apple's past annual returns, which I have done from 2016 to 2021. The percentages of each product revenue are in table 1 below.</p>\n<p>Table 1</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe14dec361f187ac3c60b9f83b2fc1e\" tg-width=\"903\" tg-height=\"616\" width=\"100%\" height=\"auto\"><span>Source: Apple financial statements</span></p>\n<p>Sales trends for each product and service is as follows:</p>\n<p>Table 2</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/425b2f0458a0a80a65608fdd62ed3f98\" tg-width=\"905\" tg-height=\"617\" width=\"100%\" height=\"auto\"><span>Source: Apple financial statements</span></p>\n<p>As seen in the above table, the linear average increase of iPhone sales from 2016-2021 has been around 5% annually, but until 2020, iPhone sales were slowing by roughly 2% annually. We also need to calculate the sales percentages for each product over the last five years based on the percent change from one year to the next. For that, we combine data from tables 1 and 2 to arrive at the table below, which shows each product's share of revenues based on the sales trends.</p>\n<p>Table 3</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26eb739b28820a6b656e1f4d62f6e10a\" tg-width=\"904\" tg-height=\"615\" width=\"100%\" height=\"auto\"><span>Source: Apple financial statements</span></p>\n<p>Now that we have enough numbers to work with let's plug them in to forecast revenues for the next ten years. One thing worth noting is that the 2021 sales for each product have increased substantially once the pandemic restrictions began lifting, and such numbers are outliers and not sustainable during the next fiscal period. So we can expect a decrease in revenue growth in 2022, and I have calculated that decrease according to the sales trend before the pandemic.</p>\n<p>To forecast the CAPEX, I have applied a 16% YoY increase based on past trends.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71de427e45ef49fa3bafb69225c6c1e6\" tg-width=\"640\" tg-height=\"141\" width=\"100%\" height=\"auto\"><span>Source: Own calculations</span></p>\n<p>So now that we have all the required numbers, we can plug them into the formula to estimate the FCF up to 2030. Then, we can use the FCF values in the discounted cash flows formula to evaluate the current fair value of Apple stock.</p>\n<p><b>Valuation – Discounted Cash Flows Model</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccacf28807caba5b06c9c04a78da4c9c\" tg-width=\"905\" tg-height=\"530\" width=\"100%\" height=\"auto\"><span>Source: Own calculations</span></p>\n<p>The discount rate is based on a 12% expected market return on our investment. S&P 500 long-term returns have averaged around 10%, whereas the returns have averaged 13.6% in the last decade.</p>\n<p>Based on these calculations, the current fair market Apple share price is $313, which makes the shares around 52% undervalued. After applying a 33% margin of safety, the share price comes at $210 or 28% undervalued. Keep in mind that this evaluation uses a long-term horizon. I expect revenue growth to lag in the short term, making the shares slightly overvalued for the next 1–2 years.</p>\n<p>In my opinion, this means that, in the short term, Apple shares will dip from the current levels or at least consolidate sideways, but I expect the share price to increase substantially from the current levels in the long term. This, of course, barring any general market correction or the appearance of a bear market. In that case, the revenues and future FCF will need to be revised downwards accordingly.</p>\n<p><b>Technical Outlook</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe682edd1ec22e01248602eef600c15f\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Trading View, Apple's monthly chart</span></p>\n<p>The trend is still up, but there has been quite a bit of volatility in 2021. Such chart pattern does not signal a reversal in the trend, but at the same time, it is difficult to see the price trending higher from the current levels. Most likely, there will be a consolidation in the next two years before we begin another climb.</p>\n<p><b>Conclusion</b></p>\n<p>I think Apple is a great company that will handsomely reward its shareholders in the long run, but it would probably be wise to apply a wait-and-see approach in the short term. Any dip in the range of $125-130 would be a good entry position. If, after a correction, it breaks above $160, that would be my signal to increase my position to take advantage of the next bull run. Until then, I will be on the sidelines waiting patiently.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Shares Are Likely To Consolidate For The Next Couple Of Years</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\">\nApple Shares Are Likely To Consolidate For The Next Couple Of Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-05 22:42 GMT+8 <a href=https://seekingalpha.com/article/4465830-apple-shares-are-likely-to-consolidate-for-the-next-couple-of-years><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nConsistent growth in revenue, net income, free cash flow, but with high debt levels on the balance sheet.\nThe company is well-diversified in the revenue sources, which include multiple highly...</p>\n\n<a href=\"https://seekingalpha.com/article/4465830-apple-shares-are-likely-to-consolidate-for-the-next-couple-of-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4465830-apple-shares-are-likely-to-consolidate-for-the-next-couple-of-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152678543","content_text":"Summary\n\nConsistent growth in revenue, net income, free cash flow, but with high debt levels on the balance sheet.\nThe company is well-diversified in the revenue sources, which include multiple highly-desired products and services.\nIn the next couple of years, sales growth will likely slow compared to the substantial post-pandemic increase in 2021.\nThis makes the shares a bit overvalued in the short term but still relatively undervalued in the long run.\n\nprachanart/iStock Editorial via Getty Images\nThe iPhone maker Apple Inc. (AAPL) generates large revenues and free cash flows and will most certainly continue to do so for the foreseeable future. This, however, could already be priced in the company's stock, which makes it susceptible to a price consolidation or slight correction in the short term. This is even more so due to the post-pandemic hefty 2021 revenue increases, which the company is unlikely to sustain in the next year or two.\nI have compiled some data from the company's past annual reports in an attempt to forecast the revenues for the next few years, with the ultimate goal of evaluating the current share price. As usual, I will go quickly through the existing financial situation of the company and then move on to more fun stuff.\nFinancials Revenue and Net Income\nApple generates revenues from multiple flagship products and services, including iPhone and iPad sales, App Store, Apple Care services, and cloud storage, to name a few. iPhone sales are the major contributor to revenues, but recently the Other Products category, which includes such items as Apple Watch, Home Air Pods, Home accessories and other wearables, has picked up quite nicely. Apple product users are pretty much locked into the iOS ecosystem and unwilling to part with such products anytime soon. Short of the company successively releasing a few subquality devices, it is not likely Apple's loyal customers will abandon the company anytime soon. This, in turn, will ensure Apple's consistent revenue generation for many more years to come.\nSource: Data retrieved from financial statements\nThe operating margin is good at over 25%, considering the fierce competition in the tech sector, where margins are always being tested in order to gain market share.\nSource: Data retrieved from Morningstar\nEarnings have seen a sharp increase in 2021 after modest gains over the previous years. The earnings will likely pull back a bit, in line with the trend leading up to the pandemic. The dividend yield is relatively low when compared to many other tech giants.\nSource: Data retrieved from Morningstar\nReturn on Equity, Return on Invested Capital, and Return on Assets\nThe same can be observed with the return on equity, invested capital, and assets. All these three metrics have seen a jump in the last year, with the return in equity being the highest.\nSource: Data retrieved from Morningstar\nThe free cash flow per share is illustrated in the chart below. The growth is steady as the company can generate a lot of cash due to the popularity of its products.\nSource: Data retrieved from company's annual report\nFinancial Health\nApple's debt to equity ratio is 1.73, which is a bit high. The company will need to make principal payments at an average of $10 billion annually until 2026 and over $64 billion annually after that. The total term debt value is $118 billion.\nSource: Data retrieved from Morningstar\nThe current and quick ratios have been declining in the last two years, correlated with the increase in liabilities. The quick ratio is slightly concerning due to having a value below 1, and the current ratio is not healthy either.\nSource: Data retrieved from Morningstar\nFree Cash Flow Yield\nThe chart below shows the relationship between the price and the FCF yield trend. This is another important metric in that it provides a measurement of the stock valuation. The stock price trending upwards while the yields are heading lower indicates an unsustainable trend and a likely correction in the short term.\nSource: Own calculations using Apple financial statements data\nShare buybacks\nSource: Apple financial statements\nRevenue Forecasting\nTo evaluate Apple shares' intrinsic value, we will need to estimate its future free cash flows, derived by subtracting the capital expenditures from the net cash provided by the operating activities. The latter is a Cash Flow statement item and is calculated starting with the net income and then adding and removing particular cash and non-cash items. In the case of Apple, the net cash from operating is usually about 25% higher than the net income due to the inclusion of the non-cash items that had been previously removed. CAPEX is forecasted by extrapolating the current trend into the future.\nIt is useful to know the percent share each Apple's products or services contribute to the total revenues when forecasting future revenues. This can be pulled directly from Apple's past annual returns, which I have done from 2016 to 2021. The percentages of each product revenue are in table 1 below.\nTable 1\nSource: Apple financial statements\nSales trends for each product and service is as follows:\nTable 2\nSource: Apple financial statements\nAs seen in the above table, the linear average increase of iPhone sales from 2016-2021 has been around 5% annually, but until 2020, iPhone sales were slowing by roughly 2% annually. We also need to calculate the sales percentages for each product over the last five years based on the percent change from one year to the next. For that, we combine data from tables 1 and 2 to arrive at the table below, which shows each product's share of revenues based on the sales trends.\nTable 3\nSource: Apple financial statements\nNow that we have enough numbers to work with let's plug them in to forecast revenues for the next ten years. One thing worth noting is that the 2021 sales for each product have increased substantially once the pandemic restrictions began lifting, and such numbers are outliers and not sustainable during the next fiscal period. So we can expect a decrease in revenue growth in 2022, and I have calculated that decrease according to the sales trend before the pandemic.\nTo forecast the CAPEX, I have applied a 16% YoY increase based on past trends.\nSource: Own calculations\nSo now that we have all the required numbers, we can plug them into the formula to estimate the FCF up to 2030. Then, we can use the FCF values in the discounted cash flows formula to evaluate the current fair value of Apple stock.\nValuation – Discounted Cash Flows Model\nSource: Own calculations\nThe discount rate is based on a 12% expected market return on our investment. S&P 500 long-term returns have averaged around 10%, whereas the returns have averaged 13.6% in the last decade.\nBased on these calculations, the current fair market Apple share price is $313, which makes the shares around 52% undervalued. After applying a 33% margin of safety, the share price comes at $210 or 28% undervalued. Keep in mind that this evaluation uses a long-term horizon. I expect revenue growth to lag in the short term, making the shares slightly overvalued for the next 1–2 years.\nIn my opinion, this means that, in the short term, Apple shares will dip from the current levels or at least consolidate sideways, but I expect the share price to increase substantially from the current levels in the long term. This, of course, barring any general market correction or the appearance of a bear market. In that case, the revenues and future FCF will need to be revised downwards accordingly.\nTechnical Outlook\nSource: Trading View, Apple's monthly chart\nThe trend is still up, but there has been quite a bit of volatility in 2021. Such chart pattern does not signal a reversal in the trend, but at the same time, it is difficult to see the price trending higher from the current levels. Most likely, there will be a consolidation in the next two years before we begin another climb.\nConclusion\nI think Apple is a great company that will handsomely reward its shareholders in the long run, but it would probably be wise to apply a wait-and-see approach in the short term. Any dip in the range of $125-130 would be a good entry position. If, after a correction, it breaks above $160, that would be my signal to increase my position to take advantage of the next bull run. Until then, I will be on the sidelines waiting patiently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611118283,"gmtCreate":1650356491345,"gmtModify":1650356491345,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄","listText":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄","text":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/611118283","repostId":"2228968975","repostType":2,"repost":{"id":"2228968975","pubTimestamp":1650330545,"share":"https://www.laohu8.com/m/news/2228968975?lang=&edition=full","pubTime":"2022-04-19 09:09","market":"us","language":"zh","title":"ARK上调特斯拉目标价:四年翻四倍至4600美元!","url":"https://stock-news.laohu8.com/highlight/detail?id=2228968975","media":"华尔街见闻","summary":"“木头姐”旗下Ark基金增强了对特斯拉实现完全自动驾驶的能力的信心,认为其机器人出租车业务将在2026年贡献其60%的预期价值。\n","content":"<html><head></head><body><p>Cathie Wood(凯西·伍德,人称“木头姐”)旗下的Ark投资管理再次唱多<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,喊出4年4倍至4600美元的目标价。</p><p>Ark曾在去年表示,预计到2025年,特斯拉的股价将达到3000美元,但由于对特斯拉未来的<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车业务和资本效率产生了新的预期,该公司随后更新了股价目标。</p><p>Ark认为,在最好的情况下,特斯拉股价到2026年可能达到5800美元;在最坏的情况下,股价可能达到2900美元,仍是目前1005美元的3倍左右。<img src=\"https://static.tigerbbs.com/e7aec8b3207468d35d353f8236cc07c2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Ark的分析师Tasha Keeney上周在一篇博客中写道:“尽管我们调整了对2026年的预期,但这个模型对于特斯拉来说还是保守的。我们认为,到2026年,特斯拉的股票将像一家成熟公司,而不是一家高增长公司。”</p><h2>押注自动驾驶出租车服务</h2><p>据Keeney估计市场对自动驾驶出租车服务的需求将增加,其市场规模在11万亿至12万亿美元之间,这是推动特斯拉新模式发展的一个关键因素。</p><p>Ark也增强了对特斯拉实现完全自动驾驶的能力的信心,认为其机器人出租车业务将在2026年贡献其60%的预期价值。</p><p>同时Keeney写道,另一个因素是——人们预计特斯拉将提高资本效率,特斯拉每单位增量产能的资本支出已从2017年的8.4万美元降至7700美元。</p><p>与此同时,特斯拉持有的比特币也包括在Ark的模型中,但并未被视为预测的关键组成部分,比特币价格对股价的提振作用不到5%。</p><p>同时,特斯拉还可以追求其他不包括在该模型中的商业机会,包括能源存储业务、人工智能服务和人形机器人。</p><h2>部分投资者看空特斯拉</h2><p>“木头姐”一直是特斯拉及其CEO埃隆·马斯克的狂热支持者。虽然旗舰产品方舟创新<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (Ark Innovation ETF,简称ARKK)上月减持了特斯拉的股票,但特斯拉仍是其最大的持仓,占该基金的10%。</p><p>不过,在过去一年大涨40%之后,并非所有人都看好该股。据彭博,投资研究公司New Construct的首席执行官David Trainer认为特斯拉的股价会跌至150-200美元。</p><p>他说:“特斯拉曾一度享有先发优势,但如今它已经不再拥有这种优势,而且市面上还有很多其他电动汽车在竞争中非常成功。在我看来,这是凯西·伍德为了吸引散户投资者的话语,而他们实际上没有理解特斯拉的竞争力所在。”</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARK上调特斯拉目标价:四年翻四倍至4600美元!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nARK上调特斯拉目标价:四年翻四倍至4600美元!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 09:09 北京时间 <a href=https://wallstreetcn.com/articles/3657269><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood(凯西·伍德,人称“木头姐”)旗下的Ark投资管理再次唱多特斯拉,喊出4年4倍至4600美元的目标价。Ark曾在去年表示,预计到2025年,特斯拉的股价将达到3000美元,但由于对特斯拉未来的机器人出租车业务和资本效率产生了新的预期,该公司随后更新了股价目标。Ark认为,在最好的情况下,特斯拉股价到2026年可能达到5800美元;在最坏的情况下,股价可能达到2900美元,仍是...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3657269\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1f099f6724852eed80c0925003dfca8","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3657269","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228968975","content_text":"Cathie Wood(凯西·伍德,人称“木头姐”)旗下的Ark投资管理再次唱多特斯拉,喊出4年4倍至4600美元的目标价。Ark曾在去年表示,预计到2025年,特斯拉的股价将达到3000美元,但由于对特斯拉未来的机器人出租车业务和资本效率产生了新的预期,该公司随后更新了股价目标。Ark认为,在最好的情况下,特斯拉股价到2026年可能达到5800美元;在最坏的情况下,股价可能达到2900美元,仍是目前1005美元的3倍左右。Ark的分析师Tasha Keeney上周在一篇博客中写道:“尽管我们调整了对2026年的预期,但这个模型对于特斯拉来说还是保守的。我们认为,到2026年,特斯拉的股票将像一家成熟公司,而不是一家高增长公司。”押注自动驾驶出租车服务据Keeney估计市场对自动驾驶出租车服务的需求将增加,其市场规模在11万亿至12万亿美元之间,这是推动特斯拉新模式发展的一个关键因素。Ark也增强了对特斯拉实现完全自动驾驶的能力的信心,认为其机器人出租车业务将在2026年贡献其60%的预期价值。同时Keeney写道,另一个因素是——人们预计特斯拉将提高资本效率,特斯拉每单位增量产能的资本支出已从2017年的8.4万美元降至7700美元。与此同时,特斯拉持有的比特币也包括在Ark的模型中,但并未被视为预测的关键组成部分,比特币价格对股价的提振作用不到5%。同时,特斯拉还可以追求其他不包括在该模型中的商业机会,包括能源存储业务、人工智能服务和人形机器人。部分投资者看空特斯拉“木头姐”一直是特斯拉及其CEO埃隆·马斯克的狂热支持者。虽然旗舰产品方舟创新Pacer Swan SOS Fund of Funds ETF|ETF (Ark Innovation ETF,简称ARKK)上月减持了特斯拉的股票,但特斯拉仍是其最大的持仓,占该基金的10%。不过,在过去一年大涨40%之后,并非所有人都看好该股。据彭博,投资研究公司New Construct的首席执行官David Trainer认为特斯拉的股价会跌至150-200美元。他说:“特斯拉曾一度享有先发优势,但如今它已经不再拥有这种优势,而且市面上还有很多其他电动汽车在竞争中非常成功。在我看来,这是凯西·伍德为了吸引散户投资者的话语,而他们实际上没有理解特斯拉的竞争力所在。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516593271667128","authorId":"3516593271667128","name":"晓宇哦哦","avatar":"https://static.tigerbbs.com/050ecdcbf1bbd49cd131f5ad5796fb50","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3516593271667128","idStr":"3516593271667128"},"content":"这是在做梦 马斯克的星链已经军事化 ,可能已经激怒了一些国家,并且特斯拉召回率达到60%以上…… 因为制裁俄罗斯,关键原材料已经是问题!","text":"这是在做梦 马斯克的星链已经军事化 ,可能已经激怒了一些国家,并且特斯拉召回率达到60%以上…… 因为制裁俄罗斯,关键原材料已经是问题!","html":"这是在做梦 马斯克的星链已经军事化 ,可能已经激怒了一些国家,并且特斯拉召回率达到60%以上…… 因为制裁俄罗斯,关键原材料已经是问题!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692207957,"gmtCreate":1640965066715,"gmtModify":1640965066715,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"4万亿美元算什么,马斯克拿下火星,比这厉害多了😊","listText":"4万亿美元算什么,马斯克拿下火星,比这厉害多了😊","text":"4万亿美元算什么,马斯克拿下火星,比这厉害多了😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692207957","repostId":"2195448557","repostType":2,"repost":{"id":"2195448557","pubTimestamp":1640964603,"share":"https://www.laohu8.com/m/news/2195448557?lang=&edition=full","pubTime":"2021-12-31 23:30","market":"us","language":"en","title":"Could Apple's Market Cap Hit $4 Trillion in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2195448557","media":"Motley Fool","summary":"As the Street wonders when Apple can break through the $3 trillion mark, investors should look even further ahead: Is a $4 trillion market cap on the horizon?","content":"<html><head></head><body><p>Shares of technology giant <b>Apple</b> (NASDAQ:AAPL) soared in 2021. As of Dec. 30, the stock had gained 34% in 2021. This put the market cap at more than $2.9 trillion.</p><p>While many recent headlines about the company have focused on its market capitalization approaching $3 trillion, investors might be wise to consider an even more bullish target: $4 trillion. Indeed, a close look at the stock suggests that a $4 trillion market cap could be within reach for the tech company in the near future -- possibly even within 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/759ce68147322ebcd7995f48e3873e6e\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>The path to $4 trillion</h2><p>A close look at Apple stock's conservative valuation and the company's broad-based momentum makes a good case for shares being undervalued today, setting the stage for a potential $4 trillion market capitalization in 2022.</p><p>The first way Apple stock could gain is simply through expansion in its valuation multiple. Some megacap stocks trade at substantially higher multiples relative to their free cash flow (FCF) than Apple does. If Apple can close the gap and command a similar premium, multiple expansion alone could help the stock rise substantially.</p><p>Consider that <b>Microsoft</b> (NASDAQ:MSFT) trades at 42 times its free cash flow. Apple, meanwhile, trades at only 31 times its FCF. Apple's stock price would have to rise 35% for its FCF valuation multiple to match Microsoft's. This alone would put the company's market capitalization at about $4 trillion.</p><p>There is actually a good case for Apple stock's valuation to see multiple expansion in the coming years: The tech giant's services business, which is a more reliable revenue source than its products, is growing as a percentage of Apple's total business. With a more predictable and reliable revenue source (that appears to still have lots of upside) increasingly driving Apple's growth, investors may start rewarding the stock with higher valuation multiples. In fiscal 2021, Apple's services revenue was 19% of revenue, up from less than 18% of revenue two years ago and 15% three years ago.</p><p>But even without this much multiple expansion, strong fundamentals could lift Apple shares meaningfully in 2022 and beyond. Consider that the company is seeing strong double-digit revenue growth recently, with record fiscal fourth-quarter revenue across every geographic and product segment. Specifically, Apple's fiscal fourth-quarter revenue came in at $83.4 billion, up from $64.7 billion in the year-ago quarter. But management estimates that revenue for the period would have been $6 billion higher if it weren't for supply constraints during the period.</p><p>Suffice to say, Apple's business is firing on all cylinders. With momentum in every geographic and product segment, it wouldn't be surprising to see double-digit growth rates in the company's revenue and free cash flow in fiscal 2022, providing solid substance for more share gains.</p><h2>Expect a bumpy ride</h2><p>While it is possible that Apple's market capitalization swells to $4 trillion before the end of 2022, there are no guarantees in investing. Even if everything goes well for Apple as a business, the stock itself could do poorly in the near term. Sometimes, for one reason or another, stocks fall in and out of favor. So even though shares appear undervalued today, the stock could fall before it rises.</p><p>And there's always a chance that Apple sees multiple <i>compression</i> instead of multiple expansion. While Apple's business fundamentals appear worthy of a Microsoft-like premium, the company's shares have usually traded at a discount to Microsoft's in terms of valuation multiples because Microsoft's business model is considered to be more sustainable and less dependent on blockbuster product hits like new iPhones. Apple notably also makes more than half of its sales from a single product: the iPhone. Its heavy reliance on a single product segment generally makes Wall Street view the stock as risker than Microsoft, which has a business primarily made up of recurring revenue from various software and services sources.</p><p>But given Apple's long history of pricing power, loyal customers, and an ability to bring to market products in entirely new categories every now and then, the tech company will likely keep succeeding -- and its market cap could march toward $4 trillion.</p></body></html>","source":"fool_stock","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>Could Apple's Market Cap Hit $4 Trillion in 2022?</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\">\nCould Apple's Market Cap Hit $4 Trillion in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 23:30 GMT+8 <a href=https://www.fool.com/investing/2021/12/31/could-apples-market-cap-hit-4-trillion-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of technology giant Apple (NASDAQ:AAPL) soared in 2021. As of Dec. 30, the stock had gained 34% in 2021. This put the market cap at more than $2.9 trillion.While many recent headlines about the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/31/could-apples-market-cap-hit-4-trillion-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4525":"远程办公概念","BK4211":"区域性银行","BK4535":"淡马锡持仓","AAPL":"苹果","BK4538":"云计算","BK4527":"明星科技股","BK4501":"段永平概念","BK4567":"ESG概念","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","FCF":"第一联邦金融","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","MSFT":"微软","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2021/12/31/could-apples-market-cap-hit-4-trillion-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195448557","content_text":"Shares of technology giant Apple (NASDAQ:AAPL) soared in 2021. As of Dec. 30, the stock had gained 34% in 2021. This put the market cap at more than $2.9 trillion.While many recent headlines about the company have focused on its market capitalization approaching $3 trillion, investors might be wise to consider an even more bullish target: $4 trillion. Indeed, a close look at the stock suggests that a $4 trillion market cap could be within reach for the tech company in the near future -- possibly even within 2022.Image source: Getty Images.The path to $4 trillionA close look at Apple stock's conservative valuation and the company's broad-based momentum makes a good case for shares being undervalued today, setting the stage for a potential $4 trillion market capitalization in 2022.The first way Apple stock could gain is simply through expansion in its valuation multiple. Some megacap stocks trade at substantially higher multiples relative to their free cash flow (FCF) than Apple does. If Apple can close the gap and command a similar premium, multiple expansion alone could help the stock rise substantially.Consider that Microsoft (NASDAQ:MSFT) trades at 42 times its free cash flow. Apple, meanwhile, trades at only 31 times its FCF. Apple's stock price would have to rise 35% for its FCF valuation multiple to match Microsoft's. This alone would put the company's market capitalization at about $4 trillion.There is actually a good case for Apple stock's valuation to see multiple expansion in the coming years: The tech giant's services business, which is a more reliable revenue source than its products, is growing as a percentage of Apple's total business. With a more predictable and reliable revenue source (that appears to still have lots of upside) increasingly driving Apple's growth, investors may start rewarding the stock with higher valuation multiples. In fiscal 2021, Apple's services revenue was 19% of revenue, up from less than 18% of revenue two years ago and 15% three years ago.But even without this much multiple expansion, strong fundamentals could lift Apple shares meaningfully in 2022 and beyond. Consider that the company is seeing strong double-digit revenue growth recently, with record fiscal fourth-quarter revenue across every geographic and product segment. Specifically, Apple's fiscal fourth-quarter revenue came in at $83.4 billion, up from $64.7 billion in the year-ago quarter. But management estimates that revenue for the period would have been $6 billion higher if it weren't for supply constraints during the period.Suffice to say, Apple's business is firing on all cylinders. With momentum in every geographic and product segment, it wouldn't be surprising to see double-digit growth rates in the company's revenue and free cash flow in fiscal 2022, providing solid substance for more share gains.Expect a bumpy rideWhile it is possible that Apple's market capitalization swells to $4 trillion before the end of 2022, there are no guarantees in investing. Even if everything goes well for Apple as a business, the stock itself could do poorly in the near term. Sometimes, for one reason or another, stocks fall in and out of favor. So even though shares appear undervalued today, the stock could fall before it rises.And there's always a chance that Apple sees multiple compression instead of multiple expansion. While Apple's business fundamentals appear worthy of a Microsoft-like premium, the company's shares have usually traded at a discount to Microsoft's in terms of valuation multiples because Microsoft's business model is considered to be more sustainable and less dependent on blockbuster product hits like new iPhones. Apple notably also makes more than half of its sales from a single product: the iPhone. Its heavy reliance on a single product segment generally makes Wall Street view the stock as risker than Microsoft, which has a business primarily made up of recurring revenue from various software and services sources.But given Apple's long history of pricing power, loyal customers, and an ability to bring to market products in entirely new categories every now and then, the tech company will likely keep succeeding -- and its market cap could march toward $4 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892587502,"gmtCreate":1628673079206,"gmtModify":1628673079206,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"苹果今年的收入预计将增长33%,达到惊人的3650亿美元","listText":"苹果今年的收入预计将增长33%,达到惊人的3650亿美元","text":"苹果今年的收入预计将增长33%,达到惊人的3650亿美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892587502","repostId":"2158242407","repostType":2,"repost":{"id":"2158242407","pubTimestamp":1628665295,"share":"https://www.laohu8.com/m/news/2158242407?lang=&edition=full","pubTime":"2021-08-11 15:01","market":"us","language":"zh","title":"苹果今年盈利如何出奇制胜:紧抓存储这台“印钞机”!","url":"https://stock-news.laohu8.com/highlight/detail?id=2158242407","media":"智通财经","summary":"关于苹果每一代iPhone的预测,无非就是老三样:比前代更高质量的相机、更快的处理器和苹果公司CEO库克“这是我们目前做出来的最好的iPhone”的言论。\n相较于其他手机酷炫的科技升级,iPhone相","content":"<p>关于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>每一代iPhone的预测,无非就是老三样:比前代更高质量的相机、更快的处理器和苹果公司CEO库克“这是我们目前做出来的最好的iPhone”的言论。</p>\n<p>相较于其他手机酷炫的科技升级,iPhone相机和芯片的改进似乎有些乏味。这些改进真正魔力在于其对苹果盈利造成的影响。据智通财经APP了解,与FaceID这类创新不同,芯片和相机的升级为该公司带来了双重好处:消费者不仅要为新功能支付更高的价格,而且这些新功能通常需要更多的存储空间才能被充分利用。事实上,存储是一台令人难以置信的“印钞机”,它甚至是苹果的秘密武器。</p>\n<p>下一代iPhone看起来将会更加深入的运用这个方法,据报道,除了摄像头升级之外,新手机还具有更高质量的ProRes视频格式以及更多的芯片更新。更多相关信息将在未来几周陆续发布。</p>\n<p>随着图像质量的每一次改进,存储需求也会相应增加。苹果去年添加到iPhone </p>\n<p>的新照片格式ProRaw比标准JPEG大12倍。更大的视频文件将加剧这一趋势。对于那些日常快照就已经占用了几十GB内存的人来说,这尤其是个坏消息。</p>\n<p>消费者对存储空间的需求带来了巨大的利润。增加128GB的存储空间需要花费100美元,而苹果公司此项成本不太可能超过20美元。如果您更喜欢远程存储数据,Apple的iCloud产品享有类似的利润率。然而,那些已经选择购买价值1099美元的iPhone </p>\n<p>12 Pro Max的人可能不太担心花更多的钱来增加容量。</p>\n<p>更快的下载速度和更强的处理能力具有相同的需求效果。5G可以让您更快地下载更多数据,但您需要更多的容量来存储它。同理,目前一些高质量手游也需要更快的芯片支持。</p>\n<p>苹果今年的收入预计将增长33%,达到惊人的3650亿美元,当然其中只有一部分来自增加内存的收益。但它表明,即使在没有轰动一时的新功能或旗舰产品的情况下,对改进正确技术的精明投资也能对利润产生倍增效应,iPhone的平均售价从2019年底的748美元跃升至今年3月的938美元。</p>\n<p>因此,当我们等待苹果展示其下一个无论是在自动驾驶汽车、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>眼镜还是其他方面划时代的创新时,这家公司正在展示其内存游戏的盈利能力。</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果今年盈利如何出奇制胜:紧抓存储这台“印钞机”!</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苹果今年盈利如何出奇制胜:紧抓存储这台“印钞机”!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 15:01 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/531953.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>关于苹果每一代iPhone的预测,无非就是老三样:比前代更高质量的相机、更快的处理器和苹果公司CEO库克“这是我们目前做出来的最好的iPhone”的言论。\n相较于其他手机酷炫的科技升级,iPhone相机和芯片的改进似乎有些乏味。这些改进真正魔力在于其对苹果盈利造成的影响。据智通财经APP了解,与FaceID这类创新不同,芯片和相机的升级为该公司带来了双重好处:消费者不仅要为新功能支付更高的价格,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/531953.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"http://www.zhitongcaijing.com/content/detail/531953.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158242407","content_text":"关于苹果每一代iPhone的预测,无非就是老三样:比前代更高质量的相机、更快的处理器和苹果公司CEO库克“这是我们目前做出来的最好的iPhone”的言论。\n相较于其他手机酷炫的科技升级,iPhone相机和芯片的改进似乎有些乏味。这些改进真正魔力在于其对苹果盈利造成的影响。据智通财经APP了解,与FaceID这类创新不同,芯片和相机的升级为该公司带来了双重好处:消费者不仅要为新功能支付更高的价格,而且这些新功能通常需要更多的存储空间才能被充分利用。事实上,存储是一台令人难以置信的“印钞机”,它甚至是苹果的秘密武器。\n下一代iPhone看起来将会更加深入的运用这个方法,据报道,除了摄像头升级之外,新手机还具有更高质量的ProRes视频格式以及更多的芯片更新。更多相关信息将在未来几周陆续发布。\n随着图像质量的每一次改进,存储需求也会相应增加。苹果去年添加到iPhone \n的新照片格式ProRaw比标准JPEG大12倍。更大的视频文件将加剧这一趋势。对于那些日常快照就已经占用了几十GB内存的人来说,这尤其是个坏消息。\n消费者对存储空间的需求带来了巨大的利润。增加128GB的存储空间需要花费100美元,而苹果公司此项成本不太可能超过20美元。如果您更喜欢远程存储数据,Apple的iCloud产品享有类似的利润率。然而,那些已经选择购买价值1099美元的iPhone \n12 Pro Max的人可能不太担心花更多的钱来增加容量。\n更快的下载速度和更强的处理能力具有相同的需求效果。5G可以让您更快地下载更多数据,但您需要更多的容量来存储它。同理,目前一些高质量手游也需要更快的芯片支持。\n苹果今年的收入预计将增长33%,达到惊人的3650亿美元,当然其中只有一部分来自增加内存的收益。但它表明,即使在没有轰动一时的新功能或旗舰产品的情况下,对改进正确技术的精明投资也能对利润产生倍增效应,iPhone的平均售价从2019年底的748美元跃升至今年3月的938美元。\n因此,当我们等待苹果展示其下一个无论是在自动驾驶汽车、智能眼镜还是其他方面划时代的创新时,这家公司正在展示其内存游戏的盈利能力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615469089,"gmtCreate":1653065610441,"gmtModify":1653065610441,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"砸碎埃隆门,开启火星门😄","listText":"砸碎埃隆门,开启火星门😄","text":"砸碎埃隆门,开启火星门😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/615469089","repostId":"1135797225","repostType":2,"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603113012,"gmtCreate":1638372617732,"gmtModify":1638373345580,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"人家该牛!","listText":"人家该牛!","text":"人家该牛!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603113012","repostId":"1110019262","repostType":2,"isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856533460,"gmtCreate":1635201511737,"gmtModify":1635201511737,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"“马斯克在这家新成立的万亿美元公司的23%股份目前价值约2300亿美元”,一说持有17%的股份","listText":"“马斯克在这家新成立的万亿美元公司的23%股份目前价值约2300亿美元”,一说持有17%的股份","text":"“马斯克在这家新成立的万亿美元公司的23%股份目前价值约2300亿美元”,一说持有17%的股份","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856533460","repostId":"2178532473","repostType":2,"repost":{"id":"2178532473","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1635206042,"share":"https://www.laohu8.com/m/news/2178532473?lang=&edition=full","pubTime":"2021-10-26 07:54","market":"us","language":"en","title":"Tesla's $1 trillion value a double bonanza for Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=2178532473","media":"Reuters","summary":"Oct 25 (Reuters) -The surge in Tesla Inc's stock market value beyond $1 trillion on Monday is a doub","content":"<p>Oct 25 (Reuters) -The surge in Tesla Inc's stock market value beyond $1 trillion on Monday is a double bonanza for Chief Executive Elon Musk, the electric car maker's largest shareholder.</p>\n<p>The stock rallied 12.7% on news that Tesla landed its biggest-ever order from rental car company Hertz.</p>\n<p>With Tesla's stock at a record high close of $1,024.86, Musk's 23% stake in the newly minted trillion-dollar company is now worth about $230 billion, according to Refinitiv.</p>\n<p>That stake includes options worth over $50 billion that have vested under Musk's 2018 compensation package.</p>\n<p>In addition, Musk is a major shareholder and CEO of rocket maker SpaceX, a private company worth $100 billion as of an October secondary share sale, according to a CNBC report.</p>\n<p>Musk receives no salary at Tesla: his pay package provides 12 options tranches that vest when Tesla's market capitalization and financial growth hit a series of rising milestones. The options let Musk buy Tesla shares at $70 each, a discount of more than 90% from their current price.</p>\n<p>Last week, Tesla reported adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) of $3.2 billion, up 77% from the year before. That was enough to vest his seventh options tranche, worth over $8 billion as of Monday.</p>\n<p>Tesla's six-month average stock market valuation is over $650 billion, clearing the way for all 12 of the options tranches in Musk's pay package, should the company reach increasingly higher targets related to revenue and adjusted EBITDA for the remaining five tranches.</p>","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's $1 trillion value a double bonanza for Musk</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's $1 trillion value a double bonanza for Musk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-10-26 07:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Oct 25 (Reuters) -The surge in Tesla Inc's stock market value beyond $1 trillion on Monday is a double bonanza for Chief Executive Elon Musk, the electric car maker's largest shareholder.</p>\n<p>The stock rallied 12.7% on news that Tesla landed its biggest-ever order from rental car company Hertz.</p>\n<p>With Tesla's stock at a record high close of $1,024.86, Musk's 23% stake in the newly minted trillion-dollar company is now worth about $230 billion, according to Refinitiv.</p>\n<p>That stake includes options worth over $50 billion that have vested under Musk's 2018 compensation package.</p>\n<p>In addition, Musk is a major shareholder and CEO of rocket maker SpaceX, a private company worth $100 billion as of an October secondary share sale, according to a CNBC report.</p>\n<p>Musk receives no salary at Tesla: his pay package provides 12 options tranches that vest when Tesla's market capitalization and financial growth hit a series of rising milestones. The options let Musk buy Tesla shares at $70 each, a discount of more than 90% from their current price.</p>\n<p>Last week, Tesla reported adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) of $3.2 billion, up 77% from the year before. That was enough to vest his seventh options tranche, worth over $8 billion as of Monday.</p>\n<p>Tesla's six-month average stock market valuation is over $650 billion, clearing the way for all 12 of the options tranches in Musk's pay package, should the company reach increasingly higher targets related to revenue and adjusted EBITDA for the remaining five tranches.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178532473","content_text":"Oct 25 (Reuters) -The surge in Tesla Inc's stock market value beyond $1 trillion on Monday is a double bonanza for Chief Executive Elon Musk, the electric car maker's largest shareholder.\nThe stock rallied 12.7% on news that Tesla landed its biggest-ever order from rental car company Hertz.\nWith Tesla's stock at a record high close of $1,024.86, Musk's 23% stake in the newly minted trillion-dollar company is now worth about $230 billion, according to Refinitiv.\nThat stake includes options worth over $50 billion that have vested under Musk's 2018 compensation package.\nIn addition, Musk is a major shareholder and CEO of rocket maker SpaceX, a private company worth $100 billion as of an October secondary share sale, according to a CNBC report.\nMusk receives no salary at Tesla: his pay package provides 12 options tranches that vest when Tesla's market capitalization and financial growth hit a series of rising milestones. The options let Musk buy Tesla shares at $70 each, a discount of more than 90% from their current price.\nLast week, Tesla reported adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) of $3.2 billion, up 77% from the year before. That was enough to vest his seventh options tranche, worth over $8 billion as of Monday.\nTesla's six-month average stock market valuation is over $650 billion, clearing the way for all 12 of the options tranches in Musk's pay package, should the company reach increasingly higher targets related to revenue and adjusted EBITDA for the remaining five tranches.","news_type":1},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803355432,"gmtCreate":1627424783826,"gmtModify":1627424783826,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"“全年每股收益和收入估计分别为518美元和3546.1亿美元”,“未来几年,苹果的股价将接近200美元”,尽管每股收益预期过高,但股价突破2000美元似乎也不是没有可能","listText":"“全年每股收益和收入估计分别为518美元和3546.1亿美元”,“未来几年,苹果的股价将接近200美元”,尽管每股收益预期过高,但股价突破2000美元似乎也不是没有可能","text":"“全年每股收益和收入估计分别为518美元和3546.1亿美元”,“未来几年,苹果的股价将接近200美元”,尽管每股收益预期过高,但股价突破2000美元似乎也不是没有可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803355432","repostId":"2154917723","repostType":2,"repost":{"id":"2154917723","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627420555,"share":"https://www.laohu8.com/m/news/2154917723?lang=&edition=full","pubTime":"2021-07-28 05:15","market":"hk","language":"en","title":"Apple's Q3 Earnings Trumps Estimates Amid Strong iPhone Sales; Services Performance, Installed Active Devices At Records","url":"https://stock-news.laohu8.com/highlight/detail?id=2154917723","media":"Benzinga","summary":"Apple, Inc. (NASDAQ: AAPL) announced above-consensus third-quarter results, driven by double-digit growth across its product categories. China continued to outperform the rest of the geographies, while the Services segment ringed in strong growth.","content":"<html><body><p><strong>Apple, Inc. </strong>(NASDAQ:AAPL) announced above-consensus third-quarter results, driven by double-digit growth across its product categories. China continued to outperform the rest of the geographies, while the Services segment ringed in strong growth.</p>\n<p><strong>Q3 Consensus Estimate: </strong>The<strong> </strong>Cupertino-California-based company reported third-quarter earnings per share of $1.30 and revenues of $81.4 billion, representing a 36% year-over-year increase. The top line was a record number for the June quarter.</p>\n<p>Analysts, on average, expected EPS of $1.00 on revenues of $72.93 billion.</p>\n<p>In the year-ago quarter, the company reported EPS of 64 cents and revenues of $59.69 billion, and in the previous quarter, the metrics were at $1.40 and $89.6 million, respectively.</p>\n<p>Third-quarter gross margin came in at 43.4%, up from 42.5% in the previous quarter.</p>\n<p>\"This quarter, our teams built on a period of unmatched innovation by sharing powerful new products with our users, at a time when using technology to connect people everywhere has never been more important,\" said Apple CEO Tim Cook.</p>\n<p>The company's board declared a cash dividend of 22 cents per share, payable on Aug. 12 to shareholders of record as of the close of business on Aug. 9.</p>\n<p><em>Related Link: Why Apple's Stock Valuation Could Present Long-Term Buying Opportunity</em></p>\n<p><strong>Apple's Q3 Segmental Revenues: </strong> Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. iPhone revenues grew roughly 50% year-over-year.</p>\n<p>Former famed analyst Gene Munster expected iPhone revenues of $35.2 billion vis-à-vis the consensus estimate of $34.2 billion.</p>\n<p>Last week, UBS analyst David Vogt raised his iPhone unit forecast from 42 million to 44 million and ASP estimate by 2% to $825. The analyst's estimates translated to iPhone revenues of $36.3 million.</p>\n<p>Mac revenues climbed 16.3% to $8.24 billion or 10.1% of the total revenues and iPad fetched revenues of $7.37 billion, up 11.9%.</p>\n<p>Mac and iPad revenues grew at a frenetic pace in the March quarter. However, the sell-side was bracing for a slowdown, as component shortages serve as drag.</p>\n<p>Munster expected Mac sales of $8 billion and iPad sales of $7.2 billion.</p>\n<p>The Services segment contributed $17.49 billion or 21.5% to the total revenues by virtue of its 32.9% growth. Munster had modeled 18% growth. Long-term, the analyst expects growth to remain around 15% consistently as Apple continues to layer on more Services, including recently announced Apple Fitness+ and its podcast marketplace.</p>\n<p>Wearables, Home and Accessories revenues came in at $8.78 billion.</p>\n<p>\"Our record June quarter operating performance included new revenue records in each of our geographic segments, double-digit growth in each of our product categories, and a new all-time high for our installed base of active devices,\" said Luca Maestri, Apple's CFO.</p>\n<p><strong>Geographic Breakdown of Apple's Q3 Revenues: </strong></p>\n<ul>\n<li>Americas contributed $35.87 billion or 44% to total revenues, and the region witnessed 32.8% growth</li>\n<li>Europe fetched $18.94 billion, up 16.3%. The region contributed 23.3% to the topline.</li>\n<li>The Greater China region continued to be the fastest growing geography. Apple raised $14.76 billion revenues from the region, thanks to 58.24% growth. The region accounted for 18.12% of the total revenues.</li>\n<li>Japan and the rest of the Asia-Pacific accounted for $6.46 billion and $5.40 billion, respectively of the total revenues.</li>\n</ul>\n<p><em>Related Link: Why This Apple Stock Analyst Says It's Time To Buy</em></p>\n<p><strong>Look Ahead: </strong> For the September quarter, analysts are modeling in EPS of $1.11 and revenues of $81.03 billion.</p>\n<p>The full-year EPS and revenues are estimated at $5.18 and $354.61 billion, respectively.</p>\n<p>Munster is of the view Apple will remain a growth story for the foreseeable future. Over the next two-plus years, the company will benefit from digital transformation that is in play, growth 5G enthusiasm and growing anticipation of new business segments.</p>\n<p>The three biggest untapped markets, the analyst said, are AR/MR, wellness, and the opportunity around autonomy with the Apple Car. Apple shares will approach $200 over the next couple of years, he added.</p>\n<p><strong>AAPL Shares Muted </strong> Apple shares ended the first half of 2021 up merely 3.6% despite its stellar fundamental performance. The company underperformed most of its FAANG peers.</p>\n<p>The shares picked up momentum at the start of July. After hitting an all-time intraday high of $150 on July 15, the stock has given back some gains.</p>\n<p>Apple shares were seen retreating 1% to $145.18 in after-hours trading.</p>\n</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Q3 Earnings Trumps Estimates Amid Strong iPhone Sales; Services Performance, Installed Active Devices At Records</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\">\nApple's Q3 Earnings Trumps Estimates Amid Strong iPhone Sales; Services Performance, Installed Active Devices At Records\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-28 05:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>Apple, Inc. </strong>(NASDAQ:AAPL) announced above-consensus third-quarter results, driven by double-digit growth across its product categories. China continued to outperform the rest of the geographies, while the Services segment ringed in strong growth.</p>\n<p><strong>Q3 Consensus Estimate: </strong>The<strong> </strong>Cupertino-California-based company reported third-quarter earnings per share of $1.30 and revenues of $81.4 billion, representing a 36% year-over-year increase. The top line was a record number for the June quarter.</p>\n<p>Analysts, on average, expected EPS of $1.00 on revenues of $72.93 billion.</p>\n<p>In the year-ago quarter, the company reported EPS of 64 cents and revenues of $59.69 billion, and in the previous quarter, the metrics were at $1.40 and $89.6 million, respectively.</p>\n<p>Third-quarter gross margin came in at 43.4%, up from 42.5% in the previous quarter.</p>\n<p>\"This quarter, our teams built on a period of unmatched innovation by sharing powerful new products with our users, at a time when using technology to connect people everywhere has never been more important,\" said Apple CEO Tim Cook.</p>\n<p>The company's board declared a cash dividend of 22 cents per share, payable on Aug. 12 to shareholders of record as of the close of business on Aug. 9.</p>\n<p><em>Related Link: Why Apple's Stock Valuation Could Present Long-Term Buying Opportunity</em></p>\n<p><strong>Apple's Q3 Segmental Revenues: </strong> Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. iPhone revenues grew roughly 50% year-over-year.</p>\n<p>Former famed analyst Gene Munster expected iPhone revenues of $35.2 billion vis-à-vis the consensus estimate of $34.2 billion.</p>\n<p>Last week, UBS analyst David Vogt raised his iPhone unit forecast from 42 million to 44 million and ASP estimate by 2% to $825. The analyst's estimates translated to iPhone revenues of $36.3 million.</p>\n<p>Mac revenues climbed 16.3% to $8.24 billion or 10.1% of the total revenues and iPad fetched revenues of $7.37 billion, up 11.9%.</p>\n<p>Mac and iPad revenues grew at a frenetic pace in the March quarter. However, the sell-side was bracing for a slowdown, as component shortages serve as drag.</p>\n<p>Munster expected Mac sales of $8 billion and iPad sales of $7.2 billion.</p>\n<p>The Services segment contributed $17.49 billion or 21.5% to the total revenues by virtue of its 32.9% growth. Munster had modeled 18% growth. Long-term, the analyst expects growth to remain around 15% consistently as Apple continues to layer on more Services, including recently announced Apple Fitness+ and its podcast marketplace.</p>\n<p>Wearables, Home and Accessories revenues came in at $8.78 billion.</p>\n<p>\"Our record June quarter operating performance included new revenue records in each of our geographic segments, double-digit growth in each of our product categories, and a new all-time high for our installed base of active devices,\" said Luca Maestri, Apple's CFO.</p>\n<p><strong>Geographic Breakdown of Apple's Q3 Revenues: </strong></p>\n<ul>\n<li>Americas contributed $35.87 billion or 44% to total revenues, and the region witnessed 32.8% growth</li>\n<li>Europe fetched $18.94 billion, up 16.3%. The region contributed 23.3% to the topline.</li>\n<li>The Greater China region continued to be the fastest growing geography. Apple raised $14.76 billion revenues from the region, thanks to 58.24% growth. The region accounted for 18.12% of the total revenues.</li>\n<li>Japan and the rest of the Asia-Pacific accounted for $6.46 billion and $5.40 billion, respectively of the total revenues.</li>\n</ul>\n<p><em>Related Link: Why This Apple Stock Analyst Says It's Time To Buy</em></p>\n<p><strong>Look Ahead: </strong> For the September quarter, analysts are modeling in EPS of $1.11 and revenues of $81.03 billion.</p>\n<p>The full-year EPS and revenues are estimated at $5.18 and $354.61 billion, respectively.</p>\n<p>Munster is of the view Apple will remain a growth story for the foreseeable future. Over the next two-plus years, the company will benefit from digital transformation that is in play, growth 5G enthusiasm and growing anticipation of new business segments.</p>\n<p>The three biggest untapped markets, the analyst said, are AR/MR, wellness, and the opportunity around autonomy with the Apple Car. Apple shares will approach $200 over the next couple of years, he added.</p>\n<p><strong>AAPL Shares Muted </strong> Apple shares ended the first half of 2021 up merely 3.6% despite its stellar fundamental performance. The company underperformed most of its FAANG peers.</p>\n<p>The shares picked up momentum at the start of July. After hitting an all-time intraday high of $150 on July 15, the stock has given back some gains.</p>\n<p>Apple shares were seen retreating 1% to $145.18 in after-hours trading.</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22185185/apples-q3-earnings-trumps-estimates-amid-strong-iphone-sales-services-performance-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154917723","content_text":"Apple, Inc. (NASDAQ:AAPL) announced above-consensus third-quarter results, driven by double-digit growth across its product categories. China continued to outperform the rest of the geographies, while the Services segment ringed in strong growth.\nQ3 Consensus Estimate: The Cupertino-California-based company reported third-quarter earnings per share of $1.30 and revenues of $81.4 billion, representing a 36% year-over-year increase. The top line was a record number for the June quarter.\nAnalysts, on average, expected EPS of $1.00 on revenues of $72.93 billion.\nIn the year-ago quarter, the company reported EPS of 64 cents and revenues of $59.69 billion, and in the previous quarter, the metrics were at $1.40 and $89.6 million, respectively.\nThird-quarter gross margin came in at 43.4%, up from 42.5% in the previous quarter.\n\"This quarter, our teams built on a period of unmatched innovation by sharing powerful new products with our users, at a time when using technology to connect people everywhere has never been more important,\" said Apple CEO Tim Cook.\nThe company's board declared a cash dividend of 22 cents per share, payable on Aug. 12 to shareholders of record as of the close of business on Aug. 9.\nRelated Link: Why Apple's Stock Valuation Could Present Long-Term Buying Opportunity\nApple's Q3 Segmental Revenues: Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. iPhone revenues grew roughly 50% year-over-year.\nFormer famed analyst Gene Munster expected iPhone revenues of $35.2 billion vis-à-vis the consensus estimate of $34.2 billion.\nLast week, UBS analyst David Vogt raised his iPhone unit forecast from 42 million to 44 million and ASP estimate by 2% to $825. The analyst's estimates translated to iPhone revenues of $36.3 million.\nMac revenues climbed 16.3% to $8.24 billion or 10.1% of the total revenues and iPad fetched revenues of $7.37 billion, up 11.9%.\nMac and iPad revenues grew at a frenetic pace in the March quarter. However, the sell-side was bracing for a slowdown, as component shortages serve as drag.\nMunster expected Mac sales of $8 billion and iPad sales of $7.2 billion.\nThe Services segment contributed $17.49 billion or 21.5% to the total revenues by virtue of its 32.9% growth. Munster had modeled 18% growth. Long-term, the analyst expects growth to remain around 15% consistently as Apple continues to layer on more Services, including recently announced Apple Fitness+ and its podcast marketplace.\nWearables, Home and Accessories revenues came in at $8.78 billion.\n\"Our record June quarter operating performance included new revenue records in each of our geographic segments, double-digit growth in each of our product categories, and a new all-time high for our installed base of active devices,\" said Luca Maestri, Apple's CFO.\nGeographic Breakdown of Apple's Q3 Revenues: \n\nAmericas contributed $35.87 billion or 44% to total revenues, and the region witnessed 32.8% growth\nEurope fetched $18.94 billion, up 16.3%. The region contributed 23.3% to the topline.\nThe Greater China region continued to be the fastest growing geography. Apple raised $14.76 billion revenues from the region, thanks to 58.24% growth. The region accounted for 18.12% of the total revenues.\nJapan and the rest of the Asia-Pacific accounted for $6.46 billion and $5.40 billion, respectively of the total revenues.\n\nRelated Link: Why This Apple Stock Analyst Says It's Time To Buy\nLook Ahead: For the September quarter, analysts are modeling in EPS of $1.11 and revenues of $81.03 billion.\nThe full-year EPS and revenues are estimated at $5.18 and $354.61 billion, respectively.\nMunster is of the view Apple will remain a growth story for the foreseeable future. Over the next two-plus years, the company will benefit from digital transformation that is in play, growth 5G enthusiasm and growing anticipation of new business segments.\nThe three biggest untapped markets, the analyst said, are AR/MR, wellness, and the opportunity around autonomy with the Apple Car. Apple shares will approach $200 over the next couple of years, he added.\nAAPL Shares Muted Apple shares ended the first half of 2021 up merely 3.6% despite its stellar fundamental performance. The company underperformed most of its FAANG peers.\nThe shares picked up momentum at the start of July. After hitting an all-time intraday high of $150 on July 15, the stock has given back some gains.\nApple shares were seen retreating 1% to $145.18 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301455612,"gmtCreate":1603728872736,"gmtModify":1703830533138,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"3年内卖出270亿部iPhone,创造出1.7万亿美元的市场,吓谁呢?","listText":"3年内卖出270亿部iPhone,创造出1.7万亿美元的市场,吓谁呢?","text":"3年内卖出270亿部iPhone,创造出1.7万亿美元的市场,吓谁呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/301455612","repostId":"2078570274","repostType":2,"repost":{"id":"2078570274","pubTimestamp":1603720741,"share":"https://www.laohu8.com/m/news/2078570274?lang=&edition=full","pubTime":"2020-10-26 21:59","market":"us","language":"en","title":"Apple (AAPL) to Report Q4 Earnings: What's in the Offing?","url":"https://stock-news.laohu8.com/highlight/detail?id=2078570274","media":"Zacks","summary":"Apple AAPL is set to report fourth-quarter fiscal 2020 results on Oct 29.The company didn’t provide ","content":"<html><body><p><strong>Apple</strong> AAPL is set to report fourth-quarter fiscal 2020 results on Oct 29.<br/><br/>The company didn’t provide any guidance, given the uncertainty around the impact of the coronavirus pandemic. However, the company expects fiscal fourth-quarter iPhone sales to benefit from strong demand for iPhone SE.<br/><br/>Moreover, Apple expects iPad and Mac to post strong year-over-year growth. Services are expected to benefit from strong usage of App Store, video, Music and cloud services. However, AppleCare is expected to face tough year-over-year comparisons.<br/><br/>The Zacks Consensus Estimate for revenues is currently pegged at $63.72 billion, indicating a decline of 0.5% from the year-ago quarter’s reported figure.<br/><br/>Moreover, the consensus mark for earnings is currently pegged at 69 cents per share, unchanged over the past 30 days and indicating a 9.2% decline from the figure reported in the year-ago quarter.<br/><br/>Notably, the company’s earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the average being 16.4%.</p>\n<div>\n<h3>Apple Inc. Price and EPS Surprise</h3>\n<p> <img src=\"https://s.yimg.com/uu/api/res/1.2/LgynW5qZFmJv8nXO_KKyeg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en-us/zacks.com/c33db51b608f3948b7f6cb6ac91cc754\" title=\"\"/> </p>\n<p>Apple Inc. price-eps-surprise | Apple Inc. Quote</p>\n</div>\n<p>Let’s see how things are shaping up for the upcoming announcement.</p>\n<h3>Apple Music & App Store to Aid Services</h3>\n<p>The Services segment became the new cash cow for Apple, which currently has a Zacks Rank #3 (Hold). The increasing popularity of the App Store and an expanding subscriber base of Apple Music, Apple Podcasts and Arcade gaming are likely to have benefited the top line in fourth-quarter fiscal 2020. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.<br/><br/>Apple currently has more than 550 million paid subscribers across its Services portfolio. App Store continues to grab attention of prominent developers from around the world, helping the company offer exciting new apps that drive traffic.<br/><br/>Additionally, Apple’s endeavor to broaden its ecosystem through partnerships with <strong>Amazon</strong> AMZN is a positive for the Services segment. Further, Apple Music’s availability on Amazon Echo devices and Fire TV is helping it expand its footprint and compete better with <strong>Spotify</strong> SPOT and YouTube Music.<br/><br/>During fiscal fourth quarter, Apple announced two new live global radio offerings on Apple Music. Beats 1 was made available, renamed as Apple Music 1. Two additional radio stations, Apple Music Hits, celebrating favorite songs from the ’80s, ’90s, and 2000s, and Apple Music Country, spotlighting country music, were also launched.<br/><br/>Moreover, Apple Pay is expected to have witnessed surge in activity as quarantined customers used digital and contactless tools to handle their financial activities. Notably, in June, the company launched Apple Card Monthly Installments for more products in its U.S. stores. The program offers 0% interest to customers buying Apple devices.<br/><br/>Further, during the to-be-reported quarter, Apple introduced several new features for Apple News and Apple News+, including audio stories of some of the best feature stories from Apple News+.<br/><br/>The company also announced the availability of a CBS All Access and SHOWTIME bundle for only $9.99 per month after a seven-day free trial for Apple TV+ subscribers in the United States.<br/><br/>These initiatives are expected to have further strengthened user base for Apple Music, News and TV+ services in the to-be-reported quarter.<br/><br/>The Zacks Consensus Estimate for Services currently stands at $14.03 billion, indicating 12.1% growth from the year-ago quarter’s reported figure.</p>\n<h3>Will iPhone SE Sales Be Enough to Drive Y/Y Growth?</h3>\n<p>Apple’s fortunes are heavily reliant on iPhone, which is by far its biggest revenue contributor. The device accounted for 44.3% of net sales in the last-reported quarter wherein sales inched up 1.7% year over year to $26.42 billion.<br/><br/>Although Apple expects iPhone SE sales to be strong, we believe that it might not be enough to drive year-over-year growth. This is partly because of stiff competition in China, Apple’s largest international market, from the likes of Huawei.<br/><br/>Moreover, President Donald Trump’s threat to ban <strong>Tencent’</strong>s TCEHY WeChat is expected to have negatively impacted iPhone sales in the to-be-reported quarter.<br/><br/>Further, we believe consumers were likely to have postponed buying new iPhones as Apple was set to launch iPhone 12 with 5G support in October.<br/><br/>The Zacks Consensus Estimate for iPhone sales currently stands at $28.06 billion, indicating an 18.9% decline from the year-ago quarter’s reported figure.</p>\n<h3>More Stock News: This Is Bigger than the iPhone!</h3>\n<p>It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.<br/><br/>Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2021.<br/><br/><strong>Click here for the 6 trades >></strong></p>\n<br/>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. \nClick to get this free report\n<br/> \n<br/>\nAmazon.com, Inc. (AMZN) : Free Stock Analysis Report\n<br/> \n<br/>\nApple Inc. (AAPL) : Free Stock Analysis Report\n<br/> \n<br/>\nTencent Holding Ltd. (TCEHY) : Free Stock Analysis Report\n<br/> \n<br/>\nSpotify Technology SA (SPOT) : Free Stock Analysis Report\n<br/> \n<br/>\nTo read this article on Zacks.com click here.\n<br/> \n<br/>\nZacks Investment Research</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>Apple (AAPL) to Report Q4 Earnings: What's in the Offing?</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\">\nApple (AAPL) to Report Q4 Earnings: What's in the Offing?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-26 21:59 GMT+8 <a href=https://finance.yahoo.com/news/apple-aapl-report-q4-earnings-135901168.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple AAPL is set to report fourth-quarter fiscal 2020 results on Oct 29.The company didn’t provide any guidance, given the uncertainty around the impact of the coronavirus pandemic. However, the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-aapl-report-q4-earnings-135901168.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/imXHW2If4CMhfN2ibskALg--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/uqOSVQi.jAVd_9AW0NWUSQ--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en-us/zacks.com/0fe6ab239880650f75fb7142e2647c18","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-aapl-report-q4-earnings-135901168.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2078570274","content_text":"Apple AAPL is set to report fourth-quarter fiscal 2020 results on Oct 29.The company didn’t provide any guidance, given the uncertainty around the impact of the coronavirus pandemic. However, the company expects fiscal fourth-quarter iPhone sales to benefit from strong demand for iPhone SE.Moreover, Apple expects iPad and Mac to post strong year-over-year growth. Services are expected to benefit from strong usage of App Store, video, Music and cloud services. However, AppleCare is expected to face tough year-over-year comparisons.The Zacks Consensus Estimate for revenues is currently pegged at $63.72 billion, indicating a decline of 0.5% from the year-ago quarter’s reported figure.Moreover, the consensus mark for earnings is currently pegged at 69 cents per share, unchanged over the past 30 days and indicating a 9.2% decline from the figure reported in the year-ago quarter.Notably, the company’s earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the average being 16.4%.\n\nApple Inc. Price and EPS Surprise\n \nApple Inc. price-eps-surprise | Apple Inc. Quote\n\nLet’s see how things are shaping up for the upcoming announcement.\nApple Music & App Store to Aid Services\nThe Services segment became the new cash cow for Apple, which currently has a Zacks Rank #3 (Hold). The increasing popularity of the App Store and an expanding subscriber base of Apple Music, Apple Podcasts and Arcade gaming are likely to have benefited the top line in fourth-quarter fiscal 2020. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Apple currently has more than 550 million paid subscribers across its Services portfolio. App Store continues to grab attention of prominent developers from around the world, helping the company offer exciting new apps that drive traffic.Additionally, Apple’s endeavor to broaden its ecosystem through partnerships with Amazon AMZN is a positive for the Services segment. Further, Apple Music’s availability on Amazon Echo devices and Fire TV is helping it expand its footprint and compete better with Spotify SPOT and YouTube Music.During fiscal fourth quarter, Apple announced two new live global radio offerings on Apple Music. Beats 1 was made available, renamed as Apple Music 1. Two additional radio stations, Apple Music Hits, celebrating favorite songs from the ’80s, ’90s, and 2000s, and Apple Music Country, spotlighting country music, were also launched.Moreover, Apple Pay is expected to have witnessed surge in activity as quarantined customers used digital and contactless tools to handle their financial activities. Notably, in June, the company launched Apple Card Monthly Installments for more products in its U.S. stores. The program offers 0% interest to customers buying Apple devices.Further, during the to-be-reported quarter, Apple introduced several new features for Apple News and Apple News+, including audio stories of some of the best feature stories from Apple News+.The company also announced the availability of a CBS All Access and SHOWTIME bundle for only $9.99 per month after a seven-day free trial for Apple TV+ subscribers in the United States.These initiatives are expected to have further strengthened user base for Apple Music, News and TV+ services in the to-be-reported quarter.The Zacks Consensus Estimate for Services currently stands at $14.03 billion, indicating 12.1% growth from the year-ago quarter’s reported figure.\nWill iPhone SE Sales Be Enough to Drive Y/Y Growth?\nApple’s fortunes are heavily reliant on iPhone, which is by far its biggest revenue contributor. The device accounted for 44.3% of net sales in the last-reported quarter wherein sales inched up 1.7% year over year to $26.42 billion.Although Apple expects iPhone SE sales to be strong, we believe that it might not be enough to drive year-over-year growth. This is partly because of stiff competition in China, Apple’s largest international market, from the likes of Huawei.Moreover, President Donald Trump’s threat to ban Tencent’s TCEHY WeChat is expected to have negatively impacted iPhone sales in the to-be-reported quarter.Further, we believe consumers were likely to have postponed buying new iPhones as Apple was set to launch iPhone 12 with 5G support in October.The Zacks Consensus Estimate for iPhone sales currently stands at $28.06 billion, indicating an 18.9% decline from the year-ago quarter’s reported figure.\nMore Stock News: This Is Bigger than the iPhone!\nIt could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2021.Click here for the 6 trades >>\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. \nClick to get this free report\n \n\nAmazon.com, Inc. (AMZN) : Free Stock Analysis Report\n \n\nApple Inc. (AAPL) : Free Stock Analysis Report\n \n\nTencent Holding Ltd. (TCEHY) : Free Stock Analysis Report\n \n\nSpotify Technology SA (SPOT) : Free Stock Analysis Report\n \n\nTo read this article on Zacks.com click here.\n \n\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856532463,"gmtCreate":1635201829263,"gmtModify":1635201829263,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"财富越来越集中,难怪马斯克前女友格莱梅丝义愤填膺,街头捧读马克思《**宣言》,为今后“打土豪分田地”做好理论上的准备","listText":"财富越来越集中,难怪马斯克前女友格莱梅丝义愤填膺,街头捧读马克思《**宣言》,为今后“打土豪分田地”做好理论上的准备","text":"财富越来越集中,难怪马斯克前女友格莱梅丝义愤填膺,街头捧读马克思《**宣言》,为今后“打土豪分田地”做好理论上的准备","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856532463","repostId":"2178758094","repostType":2,"repost":{"id":"2178758094","pubTimestamp":1635198352,"share":"https://www.laohu8.com/m/news/2178758094?lang=&edition=full","pubTime":"2021-10-26 05:45","market":"us","language":"zh","title":"特斯拉CEO马斯克的身价现在超过埃克森美孚的市值——10月25日收报64.35美元、市值2724.30亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2178758094","media":"云财经","summary":"云财经讯,特斯拉CEO马斯克的身价现在超过埃克森美孚的市值——10月25日收报64.35美元、市值2724.30亿美元","content":"<html><body><article><p>云财经讯,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克的身价现在超过<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>的市值——10月25日收报64.35美元、市值2724.30亿美元</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉CEO马斯克的身价现在超过埃克森美孚的市值——10月25日收报64.35美元、市值2724.30亿美元</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特斯拉CEO马斯克的身价现在超过埃克森美孚的市值——10月25日收报64.35美元、市值2724.30亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 05:45 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110260547267c4be2e8&s=b><strong>云财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>云财经讯,特斯拉CEO马斯克的身价现在超过埃克森美孚的市值——10月25日收报64.35美元、市值2724.30亿美元</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110260547267c4be2e8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b4edcd70007a48ee832e76f61e110854","relate_stocks":{"XOM":"埃克森美孚","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110260547267c4be2e8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2178758094","content_text":"云财经讯,特斯拉CEO马斯克的身价现在超过埃克森美孚的市值——10月25日收报64.35美元、市值2724.30亿美元","news_type":1},"isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695277381,"gmtCreate":1641487143243,"gmtModify":1641487262731,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"美帝要是横下一条心,苹果将会垄断地球,哪有小米、华为、荣耀、三星之类的戏唱😄","listText":"美帝要是横下一条心,苹果将会垄断地球,哪有小米、华为、荣耀、三星之类的戏唱😄","text":"美帝要是横下一条心,苹果将会垄断地球,哪有小米、华为、荣耀、三星之类的戏唱😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695277381","repostId":"695297069","repostType":1,"repost":{"id":695297069,"gmtCreate":1641464281842,"gmtModify":1641519560043,"author":{"id":"3548388348794551","authorId":"3548388348794551","name":"问就是加仓up","avatar":"https://static.tigerbbs.com/4e98ddf789d46c5627f944fc581c0fe9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548388348794551","idStr":"3548388348794551"},"themes":[],"title":"3w亿美金是苹果的巅峰吗","htmlText":"前两天苹果盘中一度突破了3w亿美金市值,虽然收盘有所回落,但是这个巨大的心里关位还是被突破了。下一个目标就是200美金,但是目前随着加息预期的蔓延,短期继续向上突破的可能性有点小,但是长期来看,目前没有什么能够阻挡苹果继续伟大,新的对手还没有成型。自从去年华为被限制以后,苹果在国内的高端机领域基本上没有对手了,或者说处于某种程度的longduan地位。没钱的人赚钱了想买苹果,有钱的根本不考虑其他品牌。最新的数据显示,苹果手机已经连续两个月位居国内市场份额第一,而且是销量领先,可以想一下,苹果手机的价格几乎可以一打二起步。手机不是苹果产品的全部,但是绝对是苹果最能打的产品之一,尤其现在没有像样的竞争对手,手机市场的大量份额,非常有利于未来苹果进行一系列的智能产品布局。比如很多人买了苹果手机,就开始慢慢的买苹果全家桶,先买个耳机,然后再买个平板,最后发现mac也真香,一套就这么慢慢凑齐了,再加上苹果手机相对还是比较耐用的,所以这个产品保有周期就会相对较长,虽然苹果手机真的也有很多不如意的地方,但是看看现在的安卓手机,也是不知道该说啥,甚至连小米内置反诈app都被推上了热搜,看不懂小米的一系列骚操作。关于苹果的产品,不能说是最优秀的,但是通过整个生态的搭建,可以提供独一无二的体验,而且由于ios超大规模的生态,更多的软件厂商愿意对苹果进行更多的优化,苹果拥有非常强的话语权,说白了,这不是longduan这是啥,最关键小厂商完全没有话语权,所以买这样的股票,除了涨的慢点,但是赚钱还是大概率的。而且,苹果通过优秀的产品构建,目前已经更像是一只消费股,看他的估值,哪里像科技股,再加上稳健的市场增长份额以及强势的产业链话语权,这个股票确实获得了大部分资金的青睐,甚至巴菲特依然是重仓持有。目前持有苹果是大概率可以跑赢通胀的。即使今年持续加息,但是苹果手机的销量已经相关产品的销售大概是不会受","listText":"前两天苹果盘中一度突破了3w亿美金市值,虽然收盘有所回落,但是这个巨大的心里关位还是被突破了。下一个目标就是200美金,但是目前随着加息预期的蔓延,短期继续向上突破的可能性有点小,但是长期来看,目前没有什么能够阻挡苹果继续伟大,新的对手还没有成型。自从去年华为被限制以后,苹果在国内的高端机领域基本上没有对手了,或者说处于某种程度的longduan地位。没钱的人赚钱了想买苹果,有钱的根本不考虑其他品牌。最新的数据显示,苹果手机已经连续两个月位居国内市场份额第一,而且是销量领先,可以想一下,苹果手机的价格几乎可以一打二起步。手机不是苹果产品的全部,但是绝对是苹果最能打的产品之一,尤其现在没有像样的竞争对手,手机市场的大量份额,非常有利于未来苹果进行一系列的智能产品布局。比如很多人买了苹果手机,就开始慢慢的买苹果全家桶,先买个耳机,然后再买个平板,最后发现mac也真香,一套就这么慢慢凑齐了,再加上苹果手机相对还是比较耐用的,所以这个产品保有周期就会相对较长,虽然苹果手机真的也有很多不如意的地方,但是看看现在的安卓手机,也是不知道该说啥,甚至连小米内置反诈app都被推上了热搜,看不懂小米的一系列骚操作。关于苹果的产品,不能说是最优秀的,但是通过整个生态的搭建,可以提供独一无二的体验,而且由于ios超大规模的生态,更多的软件厂商愿意对苹果进行更多的优化,苹果拥有非常强的话语权,说白了,这不是longduan这是啥,最关键小厂商完全没有话语权,所以买这样的股票,除了涨的慢点,但是赚钱还是大概率的。而且,苹果通过优秀的产品构建,目前已经更像是一只消费股,看他的估值,哪里像科技股,再加上稳健的市场增长份额以及强势的产业链话语权,这个股票确实获得了大部分资金的青睐,甚至巴菲特依然是重仓持有。目前持有苹果是大概率可以跑赢通胀的。即使今年持续加息,但是苹果手机的销量已经相关产品的销售大概是不会受","text":"前两天苹果盘中一度突破了3w亿美金市值,虽然收盘有所回落,但是这个巨大的心里关位还是被突破了。下一个目标就是200美金,但是目前随着加息预期的蔓延,短期继续向上突破的可能性有点小,但是长期来看,目前没有什么能够阻挡苹果继续伟大,新的对手还没有成型。自从去年华为被限制以后,苹果在国内的高端机领域基本上没有对手了,或者说处于某种程度的longduan地位。没钱的人赚钱了想买苹果,有钱的根本不考虑其他品牌。最新的数据显示,苹果手机已经连续两个月位居国内市场份额第一,而且是销量领先,可以想一下,苹果手机的价格几乎可以一打二起步。手机不是苹果产品的全部,但是绝对是苹果最能打的产品之一,尤其现在没有像样的竞争对手,手机市场的大量份额,非常有利于未来苹果进行一系列的智能产品布局。比如很多人买了苹果手机,就开始慢慢的买苹果全家桶,先买个耳机,然后再买个平板,最后发现mac也真香,一套就这么慢慢凑齐了,再加上苹果手机相对还是比较耐用的,所以这个产品保有周期就会相对较长,虽然苹果手机真的也有很多不如意的地方,但是看看现在的安卓手机,也是不知道该说啥,甚至连小米内置反诈app都被推上了热搜,看不懂小米的一系列骚操作。关于苹果的产品,不能说是最优秀的,但是通过整个生态的搭建,可以提供独一无二的体验,而且由于ios超大规模的生态,更多的软件厂商愿意对苹果进行更多的优化,苹果拥有非常强的话语权,说白了,这不是longduan这是啥,最关键小厂商完全没有话语权,所以买这样的股票,除了涨的慢点,但是赚钱还是大概率的。而且,苹果通过优秀的产品构建,目前已经更像是一只消费股,看他的估值,哪里像科技股,再加上稳健的市场增长份额以及强势的产业链话语权,这个股票确实获得了大部分资金的青睐,甚至巴菲特依然是重仓持有。目前持有苹果是大概率可以跑赢通胀的。即使今年持续加息,但是苹果手机的销量已经相关产品的销售大概是不会受","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695297069","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603151573,"gmtCreate":1638377588171,"gmtModify":1638377588171,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"口头上踏苹果,暗地里吃🍎","listText":"口头上踏苹果,暗地里吃🍎","text":"口头上踏苹果,暗地里吃🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603151573","repostId":"2188956917","repostType":2,"repost":{"id":"2188956917","pubTimestamp":1638374760,"share":"https://www.laohu8.com/m/news/2188956917?lang=&edition=full","pubTime":"2021-12-02 00:06","market":"us","language":"zh","title":"苹果涨近3% 股价刷新历史高位","url":"https://stock-news.laohu8.com/highlight/detail?id=2188956917","media":"东方财富研究中心","summary":"苹果涨近3%,股价逼近170美元,刷新历史高位,三个交易日累计涨超8%,当前市值接近2.8万亿美元。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> <a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨近3%,股价逼近170美元,刷新历史高位,三个交易日累计涨超8%,当前市值接近2.8万亿美元。</p><p>(文章来源:<a href=\"https://laohu8.com/S/300059\">东方财富</a>研究中心)</p>\n</div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果涨近3% 股价刷新历史高位</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果涨近3% 股价刷新历史高位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 00:06 北京时间 <a href=http://global.eastmoney.com/a/202112022199958523.html><strong>东方财富研究中心</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果涨近3%,股价逼近170美元,刷新历史高位,三个交易日累计涨超8%,当前市值接近2.8万亿美元。(文章来源:东方财富研究中心)</p>\n\n<a href=\"http://global.eastmoney.com/a/202112022199958523.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"AAPL":"苹果","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4505":"高瓴资本持仓","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4170":"电脑硬件、储存设备及电脑周边","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4507":"流媒体概念"},"source_url":"http://global.eastmoney.com/a/202112022199958523.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188956917","content_text":"苹果涨近3%,股价逼近170美元,刷新历史高位,三个交易日累计涨超8%,当前市值接近2.8万亿美元。(文章来源:东方财富研究中心)","news_type":1},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843035456,"gmtCreate":1635781616138,"gmtModify":1635781616138,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"截止2021.10.29日,俺的净资产也增加了9.3美元,合认命币大概60块,马斯克净增93亿美元,虽然不可同日而语,但也会想不呕气😄","listText":"截止2021.10.29日,俺的净资产也增加了9.3美元,合认命币大概60块,马斯克净增93亿美元,虽然不可同日而语,但也会想不呕气😄","text":"截止2021.10.29日,俺的净资产也增加了9.3美元,合认命币大概60块,马斯克净增93亿美元,虽然不可同日而语,但也会想不呕气😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843035456","repostId":"1127919305","repostType":2,"repost":{"id":"1127919305","pubTimestamp":1635750925,"share":"https://www.laohu8.com/m/news/1127919305?lang=&edition=full","pubTime":"2021-11-01 15:15","market":"us","language":"zh","title":"被“逼捐”的马斯克,跟联合国杠上了!","url":"https://stock-news.laohu8.com/highlight/detail?id=1127919305","media":"每日经济新闻","summary":"成为了地球首富之后,马斯克的麻烦事不断。\n上周,《华盛顿邮报》曝出,美国民主党人拟征“亿万富豪所得税”,马斯克、贝索斯等10位美国顶级富豪或为此缴纳巨额税款。其中,马斯克在头五年将缴税500亿美元,而","content":"<div>\n<p>成为了地球首富之后,马斯克的麻烦事不断。\n上周,《华盛顿邮报》曝出,美国民主党人拟征“亿万富豪所得税”,马斯克、贝索斯等10位美国顶级富豪或为此缴纳巨额税款。其中,马斯克在头五年将缴税500亿美元,而贝索斯也将支付440亿美元。随后马斯克连发数条推特吐槽“亿万富豪税”。\n而在更早些时候,马斯克还被cue捐款。联合国一位官员公开呼吁 ,只要全球首富、特斯拉首席执行官马斯克捐出总所得2%,约为60...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/EntYk-zvQFa4FpbNyMAgYA\">Web Link</a>\n\n</div>\n","source":"mrjjxw","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>被“逼捐”的马斯克,跟联合国杠上了!</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被“逼捐”的马斯克,跟联合国杠上了!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-01 15:15 北京时间 <a href=https://mp.weixin.qq.com/s/EntYk-zvQFa4FpbNyMAgYA><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>成为了地球首富之后,马斯克的麻烦事不断。\n上周,《华盛顿邮报》曝出,美国民主党人拟征“亿万富豪所得税”,马斯克、贝索斯等10位美国顶级富豪或为此缴纳巨额税款。其中,马斯克在头五年将缴税500亿美元,而贝索斯也将支付440亿美元。随后马斯克连发数条推特吐槽“亿万富豪税”。\n而在更早些时候,马斯克还被cue捐款。联合国一位官员公开呼吁 ,只要全球首富、特斯拉首席执行官马斯克捐出总所得2%,约为60...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/EntYk-zvQFa4FpbNyMAgYA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cadff8969f5edd88002bf81707d7d245","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/EntYk-zvQFa4FpbNyMAgYA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127919305","content_text":"成为了地球首富之后,马斯克的麻烦事不断。\n上周,《华盛顿邮报》曝出,美国民主党人拟征“亿万富豪所得税”,马斯克、贝索斯等10位美国顶级富豪或为此缴纳巨额税款。其中,马斯克在头五年将缴税500亿美元,而贝索斯也将支付440亿美元。随后马斯克连发数条推特吐槽“亿万富豪税”。\n而在更早些时候,马斯克还被cue捐款。联合国一位官员公开呼吁 ,只要全球首富、特斯拉首席执行官马斯克捐出总所得2%,约为60亿美元,就可帮助全球免于饥荒。\n当地时间10月31日,马斯克在推特上回应称:钱可以捐,但条件是要让我知道钱是怎么花的。\n\n图片来源:视觉中国\n\n被“逼捐”的马斯克反击:\n说清楚怎么做,我马上卖股票\n据彭博社10月31日报道,联合国世界粮食计划署署长毕斯利10月初发推文呼吁马斯克“立刻采取一次性行动\",以“帮助全球4200万人口不致饿死”。在上周接受CNN专访时,他重申了这一观点。\n他表示,在新冠疫情及气候变化等多重危机的共同作用下,世界很多国家都会“被饥荒找上门”,而人道救援组织对此深感“有心无力”。比斯利直言:“我不知道去哪里搞这么多粮食。我们现在面临燃料和资金短缺,发不出工资、也没法调动运粮车。”比斯利还表示,60亿美元只是马斯克上周“单日财富增长数字”而已。他还称,如有必要他可以安排一场行程,带亿万富豪到贫困地区看看当地的真实情况。\n\n值得一提的是,上月19日,比斯利就曾在推特向马斯克“喊话”,一方面恭喜他夺得世界首富,另一方面呼吁他捐款。推文称:“为庆祝你的胜利,我方现为你提供一个毕生难求的机会——用66亿美元拯救4200万人。这项邀请很快会过期,毕竟人命关天。”\n对此,马斯克在推特上回应,如果毕斯利能提出一个如何用这笔钱解决世界饥饿问题的确切计划,他将出售足够的特斯拉股票来捐赠。\n\n图片来源:推特截图\n马斯克在推特上写道:“如果世界粮食计划署能够在这个推特帖子上准确描述 60亿美元将如何解决世界饥饿问题,我将立即出售特斯拉股票来捐赠。但它必须是公开透明的会计方法,让公众可以准确地看到钱是如何花的。”\n\n图片来源:推特截图\n上周特斯拉市值刚刚突破了1万亿美元,马斯克个人财富也飙升至3000亿美元,成为全球首富,也是历史上最富有的人。马斯克目前个人净值为3110亿美元(约合人民币1.99万亿),且财富仍在不断增加。根据彭博亿万富豪指数,马斯克光是上月29日就增加了93亿美元财富。相较之下,60亿美元只占其个人净资产的一小部分。\n\n美国亿万富豪税也在路上\n盯上富豪的,不只是联合国,美国富豪税也在路上。\n上周,美国参议院金融委员会主席罗恩·怀登发表声明披露了针对超富裕人群未实现资本利得进行征税的计划,并称其为亿万富翁税。这项税种的纳税门槛为连续三年持有资产超过10亿美元或年收入超过1亿美元,税基大约为700人,外界预计这将产生数千亿美元的税款。\n具体细节方面,富翁可以选择分五年缴纳税款,同时超级富豪们还能指定价值最高10亿美元的股票作为“不可交易资产”,从而保护企业家实际控制企业的能力。一旦真要实施,马斯克更是要缴纳数百亿美元“富翁税”。\n《华盛顿邮报》10月27日报道,美国民主党人拟征“亿万富豪所得税”,马斯克、贝索斯等10位美国顶级富豪或为此缴纳巨额税款。其中,马斯克在头五年将缴税500亿美元,而贝索斯也将支付440亿美元。\n马斯克对此也是频频提出质疑,还曾连发数条推特吐槽驳斥“亿万富翁税”。他列举道:美国联邦政府的负债率在2000年时是56%,现在已经升至126%且仍在迅速攀升。目前美国国债规模为28.9万亿美元,平均下来,每位纳税人需要负担22.9万美元。“即便所有的亿万富翁被征收100%的税,对于整体债务规模而言也是杯水车薪。很明显,剩下的缺口将由普通公众来负担。这是最基本的数学。”\n“支出才是真正的问题,”马斯克补充说。\n\n图片来源:马斯克推特截图\n《华盛顿邮报》记者Christian Davenport评论称,这笔钱已足以支付一次火星任务。对此,马斯克10月28日回应说,“我的计划是用这笔钱将人类送上火星,并保护意识之光。”\n据国是直通车,对于马斯克的指责,白宫新闻发言人普萨基回应称,“我们相信收入最高的美国人,可以支付更多,为美国的劳动力,竞争力和经济作出历史性的投资,为全体国民带来好处。”\n\n\n马斯克还考虑办一所大学\n要挑战MIT?\n当地时间10月29日,特斯拉CEO马斯克(ElonMusk)在社交媒体推特上表示,他正在考虑开设一所新大学——得克萨斯理工学院。这也是马斯克将特斯拉总部迁至得克萨斯州之后的又一宏大计划,引发外界关注。\n值得一提的是,去年新冠疫情以来,马斯克就一直致力于扩大在得州的影响力,希望成为这个孤星州的“西部之王”。他不仅将居住地搬到得克萨斯,而且还将特斯拉的总部迁至奥斯汀地区。\n得州最大的好处是没有个人所得税,生活成本相对较低,而且大学实力雄厚,并拥有著名的科技盛宴“西南偏南”等活动,一直是吸引科技公司和人才的热门目的地。\n马斯克的另外两家公司——火箭公司太空探索技术公司(SpaceX)和隧道公司(TheBoringCompany)也都位于得州。\n\n事实上,马斯克打算筹建一所大学并非突发奇想,追溯起来,马斯克要办大学的想法与今年早些时候举办的中国发展高层论坛有关。\n早在今年3月20日,马斯克与中科院院士、南方科技大学校长、国内凝聚态物理领域的知名科学家薛其坤共同参加中国发展高层论坛,双方在清华大学苏世民书院院长薛澜的主持下,就“下一个颠覆性创新”主题展开交流对话,探讨了“高等教育如何引导学生实现颠覆性技术”“如何引导年轻人学习物理”“下一个颠覆性技术是什么”等话题。\n在对话中,针对“高等教育如何引导学生实现颠覆性技术”的问题,薛其坤点出教育与产业结合的重要性,并建议马斯克,办一所“特斯拉大学”,有针对性地进行人才培养。当时薛其坤的原话是:“也许10年、20年后,像特斯拉这样的企业去办一所大学,更加有目的地从事高等教育,将会是未来的趋势。”\n\n马斯克听到该建议后,当即表示,该想法很有意思,未来他将予以考虑。而时间仅仅过去6个多月,他便向世界公布了这一想法,准备办一所“德克萨斯理工学院”。\n那么这所大学将会是什么样的,会呈现什么样的课堂?在3月的交流中,马斯克曾给出过他对课堂的期待:大学里的课堂应该更富“互动性”。他认为,课堂应是用来做讨论的,而非用来单向传授知识的,“传授知识”环节应让学生在家里用看音视频的方式完成。\n他还认为,授课时我们应让学生明白“为什么我们要学某个知识”,现在很多课堂是漫无目的地教授知识,最终只是为了让学生毕业找到工作,这是不应该的。\n实际上,关于办学,特斯拉一直在孕育构思。马斯克透露,在早些时候,特斯拉曾考虑过开设一些机器人编程的课程满足工厂们对机器人编程人才的需求,而薛其坤院士提出开办一所“特斯拉大学”的建议,则无疑助推了其明确办学方向。\n据第一财经报道,中国科学院院士、复旦大学原校长、中科院学部科普教育委员会主任杨玉良认为,传统大学的改革阻力很大,而企业办大学在机制上更加灵活,经费上相对充沛,有利于创办出效率更高的大学。\n马斯克如果真的实现在得州办学,也将对美国东西海岸的著名高校提出新的挑战,比如负有盛名的波士顿的麻省理工学院(MIT)和硅谷的斯坦福大学。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881819867,"gmtCreate":1631322735059,"gmtModify":1631322735059,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"何止15万亿美元?人工智能取代地球人,地球人殖民火星,开辟新的宇宙生存空间,马斯克也是这么想的","listText":"何止15万亿美元?人工智能取代地球人,地球人殖民火星,开辟新的宇宙生存空间,马斯克也是这么想的","text":"何止15万亿美元?人工智能取代地球人,地球人殖民火星,开辟新的宇宙生存空间,马斯克也是这么想的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881819867","repostId":"1170700790","repostType":2,"repost":{"id":"1170700790","pubTimestamp":1631320067,"share":"https://www.laohu8.com/m/news/1170700790?lang=&edition=full","pubTime":"2021-09-11 08:27","market":"us","language":"en","title":"Here's Why Nvidia Will Surpass Apple's Valuation In 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1170700790","media":"Seeking Alpha","summary":"Summary\n\nWe believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy,","content":"<p><b>Summary</b></p>\n<ul>\n <li>We believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP.</li>\n <li>Last year, Nvidia released the Ampere architecture and A100 GPU as an upgrade from the Volta architecture.</li>\n <li>Nvidia's gaming and data center segments are inching closer with gaming revenue at $3.06 billion, up 85 percent year-over-year, and data center revenue at $2.37 billion, up 35 percent year-over-year.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69fd20cc458408d7fdf259ddc1189fa7\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>gorodenkoff/iStock via Getty Images</span></p>\n<p>Nvidia has a market cap of roughly $550 billion compared to Apple’s nearly $2.5 trillion. We believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP. This is compared to the mobile economy that brought us the majority of the gains in Apple, Google and Facebook(NASDAQ:FB), and contributes $4.4 trillion to GDP. For comparison purposes, AI contributes $2 trillion to GDP as of 2018.</p>\n<p>While mobile was primarily consumer, and some enterprise with bring-your-own-device, artificial intelligence will touch every aspect of both industry and commerce, including consumer, enterprise, and small-to-medium sized businesses, and will do so by disrupting every vertical similar to cloud. To be more specific, AI will be similar to cloud by blazing a path that is defined by lowering costs and increasing productivity.</p>\n<p>I have a strong record on Nvidia including when I stated the sell-off in 2018 was overblown and missing the bigger picture as Nvidia has two impenetrable moats: Developer adoption and the GPU-powered cloud. This was when headlines were focused exclusively on Nvidia’s gaming segment and GPU sales for crypto mining.</p>\n<p>Although Nvidia’s stock is doing very well this year, this has been a fairly contrarian stance in the past. Not only was Nvidia wearing the dunce hat in 2018, but in August of 2019, the GPU data center revenue was flat to declining sequentially for three quarters, and in fiscal Q3 2020, also declined YoY (calendar Q4 2019). We established and defended our thesis on the data center as Nvidia clawed its way back in price through China tensions, supply shortages, threats of custom silicon from big tech, cyclical capex spending, and on whether the Arm acquisition will be approved.</p>\n<p>Suffice to say, three years later and Nvidia is no longer a contrarian stock as it once was during the crypto bust. Yet, the long-term durability is still being debated - it’s a semiconductor company after all - best to stick with software, right?<i>Right</i>? Not to mention, some institutions are still holding out for Intel. Imagine being the tech analyst at those funds (if they’re still employed!).</p>\n<blockquote>\n <i>Nvidia is already the universal platform for development, but this won’t become obvious until innovation in artificial intelligence matures. Developers are programming the future of artificial intelligence applications on Nvidia because GPUs are easier and more flexible than customized TPU chips from Google or FGPA chips used by Microsoft (from Xilinx). Meanwhile, Intel’s CPU chips will struggle to compete as artificial intelligence applications and machine learning inferencing move to the cloud. Intel is trying to catch-up but Nvidia continues to release more powerful GPUs – and cloud providers such as Amazon, Microsoft and Google cannot risk losing the competitive advantage that comes with Nvidia’s technology.</i>\n</blockquote>\n<blockquote>\n <i>The Turing T4 GPU from Nvidia should start to show up in earnings soon, and the real-time ray-tracing RTX chips will keep gaming revenue strong when there is more adoption in 6-12 months. Nvidia is a company that has reported big earnings beats, with average upside potential of 33.35 percent to estimates in the last four quarters. Data center revenue stands at 24% and is rapidly growing.</i>\n <b><i>When artificial intelligence matures, you can expect data center revenue to be Nvidia’s top revenue segment</i></b>\n <i>. Despite the corrections we’ve seen in the technology sector, and with Nvidia stock specifically, investors who remain patient will have a sizeable return in the future.”</i>\n</blockquote>\n<p>Notably, the stock is up 335% since my thesis was first published – a notable amount for a mega-cap stock and nearly 2-3X more returns than any FAAMG in the same period. This is important because I expect this trend to continue until Nvidia has surpassed all FAAMG valuations.</p>\n<p><img src=\"https://static.tigerbbs.com/1749a1f035c6b5cdb28479d89f9a9382\" tg-width=\"640\" tg-height=\"464\" width=\"100%\" height=\"auto\"></p>\n<p>Below, we discuss the Ampere architecture and A100 GPUs, the Enterprise AI Suite and an update on the Arm acquisition. These are some of the near-term stepping stones that will help sustain Nvidia’s price in the coming year. We are also bullish on the Metaverse with Nvidia specifically but will leave that for a separate analysis in the coming month.</p>\n<p>Nvidia Not Standing Still with Ampere Architecture and A100 GPU</p>\n<blockquote>\n <i>“Nvidia’s acceleration may happen one or two years earlier as they are the core piece in the stack that is required for the computing power for the front-runners referenced in the graph above. There is a chance Nvidia reflects data center growth as soon as 2020-2021.”</i>-published August 2019,Source\n</blockquote>\n<p>Last year, Nvidia released the Ampere architecture and A100 GPU as an upgrade from the Volta architecture. The A100 GPUs are able to unify training and inference on a single chip, whereas in the past Nvidia’s GPUs were mainly used for training. This allows Nvidia a competitive advantage by offering both training and inferencing. The result is a 20x performance boost from a multi-instance GPU that allows many GPUs to look like one GPU. The A100 offers the largest leap in performance to date over the past eight generations.</p>\n<p>At the onset, the A100 was deployed by the world’s leading cloud service providers and system builders, including Alibaba Cloud, Amazon Web Services, Baidu Cloud, Dell Technologies, Google Cloud Platform, HPE and Microsoft Azure, among others. It's also getting adopted by several supercomputing centers, including the National Energy Research Scientific Computing Center and the Jülich Supercomputing Centre in Germany and Argonne National Laboratory.</p>\n<p>One year later and the Ampere architecture is becoming one of the best-selling GPU architectures in the company’s history. This quarter, Microsoft Azure recently announced the availability of Azure ND A100 v4 Cloud GPU which is powered by Nvidia A100 Tensor Core GPUs. The company claims it to be the fastest public cloud supercomputer. The news follows the launch by Amazon Web Services and Google Cloud general availability in prior quarters. The company has been extending its leadership in supercomputing. The latest top 500 list shows that Nvidia power 342 of the world’s top 500 supercomputers, including 70 percent of all new systems and eight of the top 10. This is a remarkable update from the company.</p>\n<p>Ampere architecture-powered laptop demand has also been solid as OEM’s adopted Ampere Architecture GPUs in a record number of designs. It also features the third-generation Max-Q power optimization technology enabling ultrathin designs. The Ampere architecture product cycle for gaming has also been robust, driven by RTX’s real-time ray tracing.</p>\n<p>In the area of GPU acceleration, Nvidia is working with Apache Spark to release Spark 3.0 run on Databricks. Apache Spark is the industry’s largest open source data analytics platform. The results are a 7x performance improvement and 90 percent cost savings in an initial test. Databricks and Google Cloud Dataproc are the first to offer Spark with GPU acceleration, which also opens up Nvidia for data analytics.</p>\n<p>The demand has been strong for the company’s products which have exceeded supply. In the earnings call, Jensen Huang <i>mentioned:</i></p>\n<blockquote>\n <i>“And so I would expect that we will see a supply-constrained environment for the vast majority of next year is my guess at the moment.”</i>However, he assured that they have secured enough supplies to meet the growth plans for the second half of this year when he said,\n <i>“We expect to be able to achieve our Company's growth plans for next year.”</i>\n</blockquote>\n<p><b>Virtual Machines for AI Workloads</b></p>\n<p>Virtualization allows companies to use software to expand the capabilities of physical servers onto a virtual system. VMWare is popular with IT departments as the platform allows companies to run many virtual machines on one server and networks can be virtualized to allow applications to function independently from hardware or to share data between computers. The storage, network and compute offered through full-scale virtual machines and Kubernetes instances for cloud-hosted applications comes with third-party support, making VMWare an unbeatable solution for enterprises.</p>\n<p>Therefore, it makes sense Nvidia would choose VMWare’s vSphere as a partner on the Enterprise AI Suite, which is a cloud-native suite that plugs into VMWare’s existing footprint to help scale AI applications and workloads. As pointed out by the write-up by IDC, many IT organizations struggle to support AI workloads as they do not scale as deep learning training and AI inferencing is very data hungry and requires more memory bandwidth than what standard infrastructures are capable of. CPUs are also not as efficient as GPUs, which have parallel processing. Although developers and data scientists can leverage the public cloud for the more performance-demanding instances, there are latency issues with where the data repositories are stored (typically on-premise).</p>\n<p>The result is that IT organizations and developers can deploy virtual machines with accelerated AI computing where previously this was only done with bare metal servers. This allows for departments to scale and pay only for workloads that are accelerated with Nvidia capitalizing on licensing and support costs. Nvidia’s AI Enterprise targets customers who are starting out with new enterprise applications or deploying more enterprise applications and require a GPU. As enterprise customers of the Enterprise AI Suite mature and require larger training workloads, it’s likely they will upgrade to the GPU-powered cloud.</p>\n<p>Subscription licenses start at $2,000 per CPU socket for one year and it includes standard business support five days a week. The software also will be supported with a perpetual license of $3,595, but support is extra. You also have the option to have to get 24x7 support with additional charges.According to IDC, companies are on track to spend a combined nearly $342 billion on AI software, hardware, and services like AI Enterprise in 2021. So, the market is huge and Nvidia is expecting a significant business.</p>\n<p>Nvidia also announced Base Command, which is a development hub to move AI projects from prototype to production. Fleet Command is a managed edge AI software SaaS offering that allows companies to deploy AI applications from a central location with real-time processing at the edge. Companies like Everseen use these products to help retailers manage inventory and for supply chain automation.</p>\n<p><b>Fiscal Q2 Earnings and More on the Arm Acquisition:</b></p>\n<p>Over the past year, there have been some quarters where data center revenue exceeded gaming, while in the most recent quarter, the two segments are inching closer with gaming revenue at $3.06 billion, up 85 percent year-over-year, and data center revenue at $2.37 billion, up 35 percent year-over-year.</p>\n<p>It was good timing for Jensen Huang to appear in a fully rendered kitchen for the GTC keynote as the professional visualization segment was up 156% year-over-year and 40% quarter-over-quarter. Not surprisingly, automotive was down 1% sequentially although up 37% year-over-year.</p>\n<p>Gross margins were 64.8% when compared to 58.8% for the same period last year, which per management “reflected the absence of certain Mellanox acquisition-related costs.” Adjusted gross margins were 66.7%, up 70 basis points, and net income increased 282% YoY to $2.4 billion or $0.94 per share compared to $0.25 for the same period last year.</p>\n<p>Adjusted net income increased by 92% YoY to $2.6 billion or $1.04 per share compared to $0.55 for the same period last year.</p>\n<p>The company had a record cash flow from operation of $2.7 billion and ended the quarter with cash and marketable securities of $19.7 billion and $12 billion in debt. It returned $100 million to the shareholders in the form of dividends. It also completed the announced four-for-one split of its common stock.</p>\n<p>The company is guiding for third quarter fiscal revenue of $6.8 billion with adjusted margins of 67%. This represents growth of 44% and with the “lion’s share” of sequential growth driven by the data center.</p>\n<p>We’ve covered the Arm acquisition extensively with in a full-length analysis you can find here on Why the Nvidia-Arm acquisition Should Be Approved. In the analysis, we point toward why we are positive on the deal, as despite Arm’s extremely valuable IP, the company makes very little revenue for powering 90% of the world’s mobile processors/smartphones (therefore, it needs to be a strategic target). We also argue that the idea of Arm being neutral in a competitive industry is idealistic, and to block innovation at its most crucial point would be counterproductive for the governments reviewing the deal. We also discuss how the Arm acquisition will help facilitate Nvidia’s move towards edge devices.</p>\n<p>In the recent earnings call, CFO Colette Kress reiterated that the Arm deal is a positive for both the companies and its customers as Nvidia can help expand Arm’s IP into new markets like the Data Center and IoT. Specifically, the CFO stated, “We are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.”</p>\n<p><b>Conclusion:</b></p>\n<p>The conclusion to my analysis is the same as the introduction, which is that I believe Nvidia is capable of out-performing all five FAAMG stocks and will surpass even Apple’s valuation in the next five years.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why Nvidia Will Surpass Apple's Valuation In 5 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why Nvidia Will Surpass Apple's Valuation In 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 08:27 GMT+8 <a href=https://seekingalpha.com/article/4454306-heres-why-nvidia-will-surpass-apples-valuation-in-5-years><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWe believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP.\nLast year, Nvidia released the Ampere architecture...</p>\n\n<a href=\"https://seekingalpha.com/article/4454306-heres-why-nvidia-will-surpass-apples-valuation-in-5-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4454306-heres-why-nvidia-will-surpass-apples-valuation-in-5-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170700790","content_text":"Summary\n\nWe believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP.\nLast year, Nvidia released the Ampere architecture and A100 GPU as an upgrade from the Volta architecture.\nNvidia's gaming and data center segments are inching closer with gaming revenue at $3.06 billion, up 85 percent year-over-year, and data center revenue at $2.37 billion, up 35 percent year-over-year.\n\ngorodenkoff/iStock via Getty Images\nNvidia has a market cap of roughly $550 billion compared to Apple’s nearly $2.5 trillion. We believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP. This is compared to the mobile economy that brought us the majority of the gains in Apple, Google and Facebook(NASDAQ:FB), and contributes $4.4 trillion to GDP. For comparison purposes, AI contributes $2 trillion to GDP as of 2018.\nWhile mobile was primarily consumer, and some enterprise with bring-your-own-device, artificial intelligence will touch every aspect of both industry and commerce, including consumer, enterprise, and small-to-medium sized businesses, and will do so by disrupting every vertical similar to cloud. To be more specific, AI will be similar to cloud by blazing a path that is defined by lowering costs and increasing productivity.\nI have a strong record on Nvidia including when I stated the sell-off in 2018 was overblown and missing the bigger picture as Nvidia has two impenetrable moats: Developer adoption and the GPU-powered cloud. This was when headlines were focused exclusively on Nvidia’s gaming segment and GPU sales for crypto mining.\nAlthough Nvidia’s stock is doing very well this year, this has been a fairly contrarian stance in the past. Not only was Nvidia wearing the dunce hat in 2018, but in August of 2019, the GPU data center revenue was flat to declining sequentially for three quarters, and in fiscal Q3 2020, also declined YoY (calendar Q4 2019). We established and defended our thesis on the data center as Nvidia clawed its way back in price through China tensions, supply shortages, threats of custom silicon from big tech, cyclical capex spending, and on whether the Arm acquisition will be approved.\nSuffice to say, three years later and Nvidia is no longer a contrarian stock as it once was during the crypto bust. Yet, the long-term durability is still being debated - it’s a semiconductor company after all - best to stick with software, right?Right? Not to mention, some institutions are still holding out for Intel. Imagine being the tech analyst at those funds (if they’re still employed!).\n\nNvidia is already the universal platform for development, but this won’t become obvious until innovation in artificial intelligence matures. Developers are programming the future of artificial intelligence applications on Nvidia because GPUs are easier and more flexible than customized TPU chips from Google or FGPA chips used by Microsoft (from Xilinx). Meanwhile, Intel’s CPU chips will struggle to compete as artificial intelligence applications and machine learning inferencing move to the cloud. Intel is trying to catch-up but Nvidia continues to release more powerful GPUs – and cloud providers such as Amazon, Microsoft and Google cannot risk losing the competitive advantage that comes with Nvidia’s technology.\n\n\nThe Turing T4 GPU from Nvidia should start to show up in earnings soon, and the real-time ray-tracing RTX chips will keep gaming revenue strong when there is more adoption in 6-12 months. Nvidia is a company that has reported big earnings beats, with average upside potential of 33.35 percent to estimates in the last four quarters. Data center revenue stands at 24% and is rapidly growing.\nWhen artificial intelligence matures, you can expect data center revenue to be Nvidia’s top revenue segment\n. Despite the corrections we’ve seen in the technology sector, and with Nvidia stock specifically, investors who remain patient will have a sizeable return in the future.”\n\nNotably, the stock is up 335% since my thesis was first published – a notable amount for a mega-cap stock and nearly 2-3X more returns than any FAAMG in the same period. This is important because I expect this trend to continue until Nvidia has surpassed all FAAMG valuations.\n\nBelow, we discuss the Ampere architecture and A100 GPUs, the Enterprise AI Suite and an update on the Arm acquisition. These are some of the near-term stepping stones that will help sustain Nvidia’s price in the coming year. We are also bullish on the Metaverse with Nvidia specifically but will leave that for a separate analysis in the coming month.\nNvidia Not Standing Still with Ampere Architecture and A100 GPU\n\n“Nvidia’s acceleration may happen one or two years earlier as they are the core piece in the stack that is required for the computing power for the front-runners referenced in the graph above. There is a chance Nvidia reflects data center growth as soon as 2020-2021.”-published August 2019,Source\n\nLast year, Nvidia released the Ampere architecture and A100 GPU as an upgrade from the Volta architecture. The A100 GPUs are able to unify training and inference on a single chip, whereas in the past Nvidia’s GPUs were mainly used for training. This allows Nvidia a competitive advantage by offering both training and inferencing. The result is a 20x performance boost from a multi-instance GPU that allows many GPUs to look like one GPU. The A100 offers the largest leap in performance to date over the past eight generations.\nAt the onset, the A100 was deployed by the world’s leading cloud service providers and system builders, including Alibaba Cloud, Amazon Web Services, Baidu Cloud, Dell Technologies, Google Cloud Platform, HPE and Microsoft Azure, among others. It's also getting adopted by several supercomputing centers, including the National Energy Research Scientific Computing Center and the Jülich Supercomputing Centre in Germany and Argonne National Laboratory.\nOne year later and the Ampere architecture is becoming one of the best-selling GPU architectures in the company’s history. This quarter, Microsoft Azure recently announced the availability of Azure ND A100 v4 Cloud GPU which is powered by Nvidia A100 Tensor Core GPUs. The company claims it to be the fastest public cloud supercomputer. The news follows the launch by Amazon Web Services and Google Cloud general availability in prior quarters. The company has been extending its leadership in supercomputing. The latest top 500 list shows that Nvidia power 342 of the world’s top 500 supercomputers, including 70 percent of all new systems and eight of the top 10. This is a remarkable update from the company.\nAmpere architecture-powered laptop demand has also been solid as OEM’s adopted Ampere Architecture GPUs in a record number of designs. It also features the third-generation Max-Q power optimization technology enabling ultrathin designs. The Ampere architecture product cycle for gaming has also been robust, driven by RTX’s real-time ray tracing.\nIn the area of GPU acceleration, Nvidia is working with Apache Spark to release Spark 3.0 run on Databricks. Apache Spark is the industry’s largest open source data analytics platform. The results are a 7x performance improvement and 90 percent cost savings in an initial test. Databricks and Google Cloud Dataproc are the first to offer Spark with GPU acceleration, which also opens up Nvidia for data analytics.\nThe demand has been strong for the company’s products which have exceeded supply. In the earnings call, Jensen Huang mentioned:\n\n“And so I would expect that we will see a supply-constrained environment for the vast majority of next year is my guess at the moment.”However, he assured that they have secured enough supplies to meet the growth plans for the second half of this year when he said,\n “We expect to be able to achieve our Company's growth plans for next year.”\n\nVirtual Machines for AI Workloads\nVirtualization allows companies to use software to expand the capabilities of physical servers onto a virtual system. VMWare is popular with IT departments as the platform allows companies to run many virtual machines on one server and networks can be virtualized to allow applications to function independently from hardware or to share data between computers. The storage, network and compute offered through full-scale virtual machines and Kubernetes instances for cloud-hosted applications comes with third-party support, making VMWare an unbeatable solution for enterprises.\nTherefore, it makes sense Nvidia would choose VMWare’s vSphere as a partner on the Enterprise AI Suite, which is a cloud-native suite that plugs into VMWare’s existing footprint to help scale AI applications and workloads. As pointed out by the write-up by IDC, many IT organizations struggle to support AI workloads as they do not scale as deep learning training and AI inferencing is very data hungry and requires more memory bandwidth than what standard infrastructures are capable of. CPUs are also not as efficient as GPUs, which have parallel processing. Although developers and data scientists can leverage the public cloud for the more performance-demanding instances, there are latency issues with where the data repositories are stored (typically on-premise).\nThe result is that IT organizations and developers can deploy virtual machines with accelerated AI computing where previously this was only done with bare metal servers. This allows for departments to scale and pay only for workloads that are accelerated with Nvidia capitalizing on licensing and support costs. Nvidia’s AI Enterprise targets customers who are starting out with new enterprise applications or deploying more enterprise applications and require a GPU. As enterprise customers of the Enterprise AI Suite mature and require larger training workloads, it’s likely they will upgrade to the GPU-powered cloud.\nSubscription licenses start at $2,000 per CPU socket for one year and it includes standard business support five days a week. The software also will be supported with a perpetual license of $3,595, but support is extra. You also have the option to have to get 24x7 support with additional charges.According to IDC, companies are on track to spend a combined nearly $342 billion on AI software, hardware, and services like AI Enterprise in 2021. So, the market is huge and Nvidia is expecting a significant business.\nNvidia also announced Base Command, which is a development hub to move AI projects from prototype to production. Fleet Command is a managed edge AI software SaaS offering that allows companies to deploy AI applications from a central location with real-time processing at the edge. Companies like Everseen use these products to help retailers manage inventory and for supply chain automation.\nFiscal Q2 Earnings and More on the Arm Acquisition:\nOver the past year, there have been some quarters where data center revenue exceeded gaming, while in the most recent quarter, the two segments are inching closer with gaming revenue at $3.06 billion, up 85 percent year-over-year, and data center revenue at $2.37 billion, up 35 percent year-over-year.\nIt was good timing for Jensen Huang to appear in a fully rendered kitchen for the GTC keynote as the professional visualization segment was up 156% year-over-year and 40% quarter-over-quarter. Not surprisingly, automotive was down 1% sequentially although up 37% year-over-year.\nGross margins were 64.8% when compared to 58.8% for the same period last year, which per management “reflected the absence of certain Mellanox acquisition-related costs.” Adjusted gross margins were 66.7%, up 70 basis points, and net income increased 282% YoY to $2.4 billion or $0.94 per share compared to $0.25 for the same period last year.\nAdjusted net income increased by 92% YoY to $2.6 billion or $1.04 per share compared to $0.55 for the same period last year.\nThe company had a record cash flow from operation of $2.7 billion and ended the quarter with cash and marketable securities of $19.7 billion and $12 billion in debt. It returned $100 million to the shareholders in the form of dividends. It also completed the announced four-for-one split of its common stock.\nThe company is guiding for third quarter fiscal revenue of $6.8 billion with adjusted margins of 67%. This represents growth of 44% and with the “lion’s share” of sequential growth driven by the data center.\nWe’ve covered the Arm acquisition extensively with in a full-length analysis you can find here on Why the Nvidia-Arm acquisition Should Be Approved. In the analysis, we point toward why we are positive on the deal, as despite Arm’s extremely valuable IP, the company makes very little revenue for powering 90% of the world’s mobile processors/smartphones (therefore, it needs to be a strategic target). We also argue that the idea of Arm being neutral in a competitive industry is idealistic, and to block innovation at its most crucial point would be counterproductive for the governments reviewing the deal. We also discuss how the Arm acquisition will help facilitate Nvidia’s move towards edge devices.\nIn the recent earnings call, CFO Colette Kress reiterated that the Arm deal is a positive for both the companies and its customers as Nvidia can help expand Arm’s IP into new markets like the Data Center and IoT. Specifically, the CFO stated, “We are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.”\nConclusion:\nThe conclusion to my analysis is the same as the introduction, which is that I believe Nvidia is capable of out-performing all five FAAMG stocks and will surpass even Apple’s valuation in the next five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834849566,"gmtCreate":1629792819655,"gmtModify":1629792819655,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"年入4000亿美元,越是高端,越有人追,越追越高端","listText":"年入4000亿美元,越是高端,越有人追,越追越高端","text":"年入4000亿美元,越是高端,越有人追,越追越高端","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834849566","repostId":"1104413070","repostType":2,"repost":{"id":"1104413070","pubTimestamp":1629776596,"share":"https://www.laohu8.com/m/news/1104413070?lang=&edition=full","pubTime":"2021-08-24 11:43","market":"us","language":"en","title":"Apple: The $150 Struggle Is Real","url":"https://stock-news.laohu8.com/highlight/detail?id=1104413070","media":"seekingalpha","summary":"Summary\n\nApple is struggling to push past a ceiling on the stock at $150.\n5G iPhone units sold in FY","content":"<p>Summary</p>\n<ul>\n <li>Apple is struggling to push past a ceiling on the stock at $150.</li>\n <li>5G iPhone units sold in FY21 so far make for a high hurdle in FY22.</li>\n <li>The stock trades at an insanely 27x FY22 EPS estimates with minimal growth rates going forward.</li>\n <li>Looking for a helping hand in the market? Members of Out Fox The Street get exclusive ideas and guidance to navigate any climate.</li>\n</ul>\n<p>The COVID-19 work-from-home economy of 2020 provided a massive boost to technology companies that won't repeat over the next year.<b>Apple</b>(AAPL) was one of the biggest beneficiaries of forced technology spending over the last year with workers and students needing more computing power at home. My investment thesis is Bearish with the stock pressing towards all-time highs at $150 while business growth is decelerating.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2833adb73160ceb3c63fe72432275f37\" tg-width=\"990\" tg-height=\"400\" referrerpolicy=\"no-referrer\"><span>Source:FinViz</span></p>\n<p><b>Recency Bias</b></p>\n<p>One of the biggest mistakes made in the stock market is recency bias. An investor will naturally overweight the recent results of a business in deriving the correct current valuation for an equity.</p>\n<p>The current stock price is a prime example for Apple. The tech. giant has a huge history of growing over time, but Apple has also had a couple of periods in the last decade where revenues declined.</p>\n<p>The recent accelerated growth and shift to recurring services shouldn't alter one's view that Apple is still product-focused and will constantly run into down cycles. Investors must consider these likely outcomes when valuing the stock, but the current valuation is based on a recency bias of elevated growth in the last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c80ba648538a7ec2481f78d288a21089\" tg-width=\"635\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>Data byYCharts</span></p>\n<p>Even after another sterling quarter, analyst estimates are still forecasting a period of up to 4 years where Apple doesn't generate revenue growth in excess of 6%. TheFQ3'21 resultswere blow away numbers with revenues topping $80 billion and beating estimates by over $8 billion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6e1270cfc2e38d684e537fbccbca74f\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"><span>Source: Seeking Alphaearnings estimates</span></p>\n<p>The problem is that Apple had a nearly perfect quarter. The company admitted that Services revenue won't repeat the 33% growth in the June quarter and these tough comps are problematic for growth in future periods. Investors should easily understand that any growth after reporting a year with 33% growth is impressive, but some post covid slowdowns shouldn't be surprising.</p>\n<p>Right now though, Apple is still priced for excessive growth. A lot of the stock price gains in the last few years are attributed all to expanding P/E multiples. One only has to go back to 2016 for when Apple only traded at 10x trailing earnings. The stock now trades at nearly 30x trailing earnings, or nearly 3x the multiple from just 5 years ago.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81f37f5c091cf6d63d100cf23afd6d94\" tg-width=\"635\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Data byYCharts</span></p>\n<p>If Apple only traded at 15x trailing earnings, the stock would trade closer to $75, not $150. For this reason, the stock has struggled to break above $150 for a while now.</p>\n<p>While the market forecasts 3% revenue growth for FY22, Citi analyst Wamsi Mohanmade it clearreal risk exists for Apple to actually report revenue and gross profit dollars down YoY in the first 3 quarters of the fiscal year:</p>\n<blockquote>\n Apple could be faced with the dual headwinds of tougher comps and weaker demand in Hardware only modestly offset by any Services re-acceleration. Revenue growth for F4Q was guided lower than the 36% y/y growth in F3Q, but the upcoming Dec, March and now even June quarters could be down y/y in revs and gross profit dollars given several headwinds.\n</blockquote>\n<p><b>iPhone 5G Cycle</b></p>\n<p>History tells us that Apple regularly has these product cycles and covid lockdowns should accelerate the likelihood of a future quarter with trough numbers. In addition, the 5G iPhone cycle should advance these normal cycles with sales pushed from the normal quarter into the December quarter last year. Normal sales for the iPhone 13 in the September quarter will accelerate the tough comps in the December quarter and on into FY22.</p>\n<p>TheCounterpoint chart highlights how the iPhone 12/5G cycle has elevated sales to a level where Apple faces tough comps in FY22. Not only were FQ1'21 sales elevated, but the FQ2'21/FQ3'21 units sold were far in excess of the prior two years.<img src=\"https://static.tigerbbs.com/df98a198f9efe54054ca28995635b11c\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p>\n<p>No real explanation exists for higher sales other than covid demand pulled forward and the 5G cycle. Even normal market growth wouldn't lead to unit sales surging somewhere in the 50% range for the March and June quarters from prior-year levels.</p>\n<p>Investors really have to question whether Apple can sell over 60 million units again in the March quarter and another 50 million units in the June quarter. Even selling iPhones at higher ASPs might not be enough to offset some declines in units sold.</p>\n<p>The crazy part here is that historical norms support Apple reporting some tough comps in the next year and going on to substantial growth in the next decade. The company has Services revenues up to $17.5 billion in quarterly sales accounting for some 21% of sales for the first 9 months of FY21.</p>\n<p>Apple is poised to roll these recurring revenues into more consistent growth, but the growth rates will be as annual revenues top $400 billion. Without the recency bias of the last year, investors would understand this concept and appropriately value the stock at a more normal valuation of ~15x future earnings.</p>\n<p>If the tech giant earns $5.92 in even FY23, the stock would only trade at $89 using a 15x multiple. Remember, one would normally question whether Apple even deserves a 15x forward multiple when earnings are only forecast to grow at a 5% clip in FY23. A stock usually struggles to trade at forward P/E multiples of 2x the growth rate, not 3x the growth rate.</p>\n<p><b>Takeaway</b></p>\n<p>The key investor takeaway is that investors should clearly understand why Apple is struggling to push beyond $150. The stock is already insanely expensive for the normalized growth rates going forward and the real risk that the tech giant actually reports a few quarters where revenues decline.</p>\n<p>Investors should be selling Apple at $150, not looking to buy even more shares at a price where the annualized returns should be weak.</p>","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>Apple: The $150 Struggle Is Real</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\">\nApple: The $150 Struggle Is Real\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 11:43 GMT+8 <a href=https://seekingalpha.com/article/4451389-apple-the-150-struggle-is-real><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple is struggling to push past a ceiling on the stock at $150.\n5G iPhone units sold in FY21 so far make for a high hurdle in FY22.\nThe stock trades at an insanely 27x FY22 EPS estimates ...</p>\n\n<a href=\"https://seekingalpha.com/article/4451389-apple-the-150-struggle-is-real\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4451389-apple-the-150-struggle-is-real","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1104413070","content_text":"Summary\n\nApple is struggling to push past a ceiling on the stock at $150.\n5G iPhone units sold in FY21 so far make for a high hurdle in FY22.\nThe stock trades at an insanely 27x FY22 EPS estimates with minimal growth rates going forward.\nLooking for a helping hand in the market? Members of Out Fox The Street get exclusive ideas and guidance to navigate any climate.\n\nThe COVID-19 work-from-home economy of 2020 provided a massive boost to technology companies that won't repeat over the next year.Apple(AAPL) was one of the biggest beneficiaries of forced technology spending over the last year with workers and students needing more computing power at home. My investment thesis is Bearish with the stock pressing towards all-time highs at $150 while business growth is decelerating.\nSource:FinViz\nRecency Bias\nOne of the biggest mistakes made in the stock market is recency bias. An investor will naturally overweight the recent results of a business in deriving the correct current valuation for an equity.\nThe current stock price is a prime example for Apple. The tech. giant has a huge history of growing over time, but Apple has also had a couple of periods in the last decade where revenues declined.\nThe recent accelerated growth and shift to recurring services shouldn't alter one's view that Apple is still product-focused and will constantly run into down cycles. Investors must consider these likely outcomes when valuing the stock, but the current valuation is based on a recency bias of elevated growth in the last year.\nData byYCharts\nEven after another sterling quarter, analyst estimates are still forecasting a period of up to 4 years where Apple doesn't generate revenue growth in excess of 6%. TheFQ3'21 resultswere blow away numbers with revenues topping $80 billion and beating estimates by over $8 billion.\nSource: Seeking Alphaearnings estimates\nThe problem is that Apple had a nearly perfect quarter. The company admitted that Services revenue won't repeat the 33% growth in the June quarter and these tough comps are problematic for growth in future periods. Investors should easily understand that any growth after reporting a year with 33% growth is impressive, but some post covid slowdowns shouldn't be surprising.\nRight now though, Apple is still priced for excessive growth. A lot of the stock price gains in the last few years are attributed all to expanding P/E multiples. One only has to go back to 2016 for when Apple only traded at 10x trailing earnings. The stock now trades at nearly 30x trailing earnings, or nearly 3x the multiple from just 5 years ago.\nData byYCharts\nIf Apple only traded at 15x trailing earnings, the stock would trade closer to $75, not $150. For this reason, the stock has struggled to break above $150 for a while now.\nWhile the market forecasts 3% revenue growth for FY22, Citi analyst Wamsi Mohanmade it clearreal risk exists for Apple to actually report revenue and gross profit dollars down YoY in the first 3 quarters of the fiscal year:\n\n Apple could be faced with the dual headwinds of tougher comps and weaker demand in Hardware only modestly offset by any Services re-acceleration. Revenue growth for F4Q was guided lower than the 36% y/y growth in F3Q, but the upcoming Dec, March and now even June quarters could be down y/y in revs and gross profit dollars given several headwinds.\n\niPhone 5G Cycle\nHistory tells us that Apple regularly has these product cycles and covid lockdowns should accelerate the likelihood of a future quarter with trough numbers. In addition, the 5G iPhone cycle should advance these normal cycles with sales pushed from the normal quarter into the December quarter last year. Normal sales for the iPhone 13 in the September quarter will accelerate the tough comps in the December quarter and on into FY22.\nTheCounterpoint chart highlights how the iPhone 12/5G cycle has elevated sales to a level where Apple faces tough comps in FY22. Not only were FQ1'21 sales elevated, but the FQ2'21/FQ3'21 units sold were far in excess of the prior two years.\nNo real explanation exists for higher sales other than covid demand pulled forward and the 5G cycle. Even normal market growth wouldn't lead to unit sales surging somewhere in the 50% range for the March and June quarters from prior-year levels.\nInvestors really have to question whether Apple can sell over 60 million units again in the March quarter and another 50 million units in the June quarter. Even selling iPhones at higher ASPs might not be enough to offset some declines in units sold.\nThe crazy part here is that historical norms support Apple reporting some tough comps in the next year and going on to substantial growth in the next decade. The company has Services revenues up to $17.5 billion in quarterly sales accounting for some 21% of sales for the first 9 months of FY21.\nApple is poised to roll these recurring revenues into more consistent growth, but the growth rates will be as annual revenues top $400 billion. Without the recency bias of the last year, investors would understand this concept and appropriately value the stock at a more normal valuation of ~15x future earnings.\nIf the tech giant earns $5.92 in even FY23, the stock would only trade at $89 using a 15x multiple. Remember, one would normally question whether Apple even deserves a 15x forward multiple when earnings are only forecast to grow at a 5% clip in FY23. A stock usually struggles to trade at forward P/E multiples of 2x the growth rate, not 3x the growth rate.\nTakeaway\nThe key investor takeaway is that investors should clearly understand why Apple is struggling to push beyond $150. The stock is already insanely expensive for the normalized growth rates going forward and the real risk that the tech giant actually reports a few quarters where revenues decline.\nInvestors should be selling Apple at $150, not looking to buy even more shares at a price where the annualized returns should be weak.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116684540,"gmtCreate":1622796456080,"gmtModify":1622796456080,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"咱鸿蒙操作系统都可以闪亮登场,iOS操作系统应该不至于成为底货","listText":"咱鸿蒙操作系统都可以闪亮登场,iOS操作系统应该不至于成为底货","text":"咱鸿蒙操作系统都可以闪亮登场,iOS操作系统应该不至于成为底货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116684540","repostId":"1122373606","repostType":2,"repost":{"id":"1122373606","pubTimestamp":1622793373,"share":"https://www.laohu8.com/m/news/1122373606?lang=&edition=full","pubTime":"2021-06-04 15:56","market":"us","language":"en","title":"Where Will Apple Stock Be In 10 Years? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1122373606","media":"seekingalpha","summary":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple has been a great investment over the last decade, but the next decade may look quite different.</li>\n <li>Apple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.</li>\n <li>Shares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f2ea192ed76d9772c2c6a820098faf5\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Paopano/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Apple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.</p>\n<p><b>Apple Stock Price</b></p>\n<p>Over the last decade, Apple Inc. has been a great investment:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d29aa34bdbc5bab7d0730a4095954e6\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.</p>\n<p><b>Where Will Apple Stock Be In 10 Years</b></p>\n<p>Apple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.</p>\n<p>To craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.</p>\n<p><b>Apple's business growth</b></p>\n<p>Apple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5b8bd8ef6cdaa13850c1380e870554c\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Overall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.</p>\n<p>On the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.</p>\n<p><b>Apple's shareholder returns</b></p>\n<p>Apple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.</p>\n<p>This is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.</p>\n<p><b>Apple's future valuation</b></p>\n<p>AAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be5cb8bbc04ff0e0a13ee64f6f2bd90a\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p>\n<p>Shares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.</p>\n<p><b>Is AAPL A Buy Or Sell Now</b></p>\n<p>Starting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.</p>\n<p>AAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.</p>\n<p>Summing it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.</p>","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>Where Will Apple Stock Be In 10 Years? What To Consider</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\">\nWhere Will Apple Stock Be In 10 Years? What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 15:56 GMT+8 <a href=https://seekingalpha.com/article/4432703-apple-stock-in-10-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432703-apple-stock-in-10-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4432703-apple-stock-in-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122373606","content_text":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.\nShares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.\n\nPhoto by Paopano/iStock Editorial via Getty Images\nArticle Thesis\nApple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.\nApple Stock Price\nOver the last decade, Apple Inc. has been a great investment:\nData by YCharts\nShares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.\nWhere Will Apple Stock Be In 10 Years\nApple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.\nTo craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.\nApple's business growth\nApple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.\nData by YCharts\nOverall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.\nOn the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.\nApple's shareholder returns\nApple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.\nThis is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.\nApple's future valuation\nAAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:\nData by YCharts\nShares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.\nIs AAPL A Buy Or Sell Now\nStarting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.\nAAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.\nSumming it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618699901,"gmtCreate":1650985276608,"gmtModify":1650986554753,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"收购推特,左右舆论,竞选美国总统,统领地球,移民火星,殖民外太空,做上帝⋯⋯,幸好上帝不存在😄","listText":"收购推特,左右舆论,竞选美国总统,统领地球,移民火星,殖民外太空,做上帝⋯⋯,幸好上帝不存在😄","text":"收购推特,左右舆论,竞选美国总统,统领地球,移民火星,殖民外太空,做上帝⋯⋯,幸好上帝不存在😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618699901","repostId":"1125572595","repostType":2,"isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878892485,"gmtCreate":1637163572161,"gmtModify":1637163572161,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"投资贫困地区农业或许是最好的方式","listText":"投资贫困地区农业或许是最好的方式","text":"投资贫困地区农业或许是最好的方式","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878892485","repostId":"2184837608","repostType":2,"repost":{"id":"2184837608","pubTimestamp":1637149260,"share":"https://www.laohu8.com/m/news/2184837608?lang=&edition=full","pubTime":"2021-11-17 19:41","market":"us","language":"zh","title":"马斯克能拿诺贝尔和平奖吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2184837608","media":"虎嗅","summary":"马斯克能为这个世界作出的贡献,不仅仅是捐钱。","content":"<p>出品|虎嗅汽车组</p>\n<p>作者|梓楠法师</p>\n<p>是的,机会在眼前,就看马斯克能不能把握了。</p>\n<p>只需66亿美元,就能拯救43个国家和地区4200万正在挨饿的人们,获得为世人称道歌颂的机会,或者被某个丛林深处的部落奉为神明。</p>\n<p>这一切的起因是联合国世界粮食计划署(下称:WFP)“点名”让马斯克捐钱。马斯克以非常理性的语言回敬了WFP,预算可以报,告诉我怎么花。</p>\n<p>作为看客的本文作者,对马斯克的这一招太极拳非常佩服。马斯克把事情的焦点模糊化,并将难题重新甩给刁难他的一方,即表明了自己并非不想捐款,又在暗中表达了对WFP的不信任。</p>\n<p>但聪明人有时候也会拿老实人没办法。在马斯克让WFP给出资金使用清单后,WFP在昨天给出了回应。</p>\n<p>“饥饿危机迫在眉睫,规模空前,但完全可以避免。马斯克,你之前要求出具一份清晰的计划和公开的手册,我们准备好了!”WFP负责人比斯利说,“我们准备跟你和其他所有真心想要拯救生命的人聊一聊。”</p>\n<p>“世界在燃烧”,比利斯补充道。</p>\n<p><img src=\"https://static.tigerbbs.com/685075db05347493db860b3ea129b30a\" tg-width=\"828\" tg-height=\"950\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>比利斯给这条推文加的配图上站着四个因缺乏蛋白质而腹积水的孩子和一个无助的母亲,如果能够加上配乐,那一定是“如果人人都献出一片爱,世界将变成美好的人间”。</p>\n<p>事关重大,语气诚恳。马斯克被比利斯真诚耿直的回复重新架到舆论的风口浪尖。</p>\n<p>截止目前,马斯克尚未对比利斯的计划作出回应。如果马斯克选择捐赠,则皆大欢喜,受伤的只有特斯拉的股民,如果马斯克拒绝,无可厚非,但也可能千夫所指。</p>\n<p>这个世界的贫困和灾难,不是单独的某个人造成的,一个人的力量也无法解决这个问题。但群众需要选择一个人出来代替大家解决这些问题,或者去欺骗大家问题已经解决了。现在,这个人可能是马斯克。</p>\n<p>拉拢豪绅,缴税捐钱</p>\n<p>全球范围内一定程度的饥荒,显然是个涉及政治、经济、军事甚至哲学的综合问题。但比利斯认为这是个简单的数学题,66亿美元到账,联合国去救人,世界继续和平。</p>\n<p>缺钱,就找世界上最有钱的人,埃隆马斯克。</p>\n<p>“你去年造了50万辆特斯拉,我们用将近200亿的口粮养活了1.15多亿人。你知道如何制作汽车,而我们知道如何养活人们,几十年的经验证明,计划和行动到位。我期待向你展示我们是如何做到这一点的,也许你可以教我们怎么做的更好”,比利斯曾表示。</p>\n<p>而在马斯克出题后,比利斯给出了详细的资金分配计划:</p>\n<p>35亿美元用于粮食及其运输,包括运送到各个国家和地区的费用,外加仓储和“最后一公里”运输费(包括空运、陆运和水运等方式),还有卡车司机的费用,甚至要在受冲突影响的地区雇佣安保人员护送粮食,确保发放到最需要的人手中。</p>\n<p>20亿美元用于发放现金和食品券(包含交易费用),主要用于市场依然起作用的地区。这类援助手段可以让最需要的人去购买自己选择的食品,并支持当地经济发展。</p>\n<p>7000万美元将投入到某些具体国家或地区。根据43个国家或地区的国内环境和运营风险,为其设计、扩大和管理行之有效的项目,以增加数百万吨粮食以及现金和代金券的发放。这包括办公室和卫星办公室设施及其安保,以及对分发过程和结果的监测,确保援助能够到达最需要的人手中。</p>\n<p>4000万美元用于全球和地区运营管理、行政和问责,包括协调全球供应线和航线;全球物流协调,如货运承包;对全球饥饿问题的监控和分析;风险管理以及致力于监督问题的独立审计师。</p>\n<p>在比利斯公布计划后,推特网友又替马斯克提出新的质疑。毕竟,解决饥荒很难,但是在网上出主意不难。</p>\n<p>一位推特网友表示“我认为马斯克想要一个更详细的计划,显示66亿美元将如何终结这个世界的饥荒,而不仅仅是解决近几年的饥荒”。</p>\n<p>“这些照片太丢人了,你们造成了这些局面,停止在这些国家制造冲突,马斯克投资农业,雇佣当地人经营这些农场,这些人不需要联合国的粮食,这些人需要机会”,一位清醒的推特网友给马斯克出了个看上去更合理的主意。</p>\n<p>在这条评论的下面,推特网友又陷入长久的争论。多数人认为,WFP的计划治标不治本,而经营着多家公司的世界首富马斯克,显然是更有能力解决这个问题的人。</p>\n<p>即使比利斯的回复无法满足舆论的要求,但或许他的目的已经达到,就是把马斯克有责任和义务去解救劳苦大众这个逻辑印在网友的脑子里。</p>\n<p>马斯克将如何回复比利斯,是直接拒绝,要求一份更详细的计划,或是自己给出一份新的计划,我们不得而知。但在新冠肺炎流行以来身价暴涨的马斯克,一时半会躲不过“破财消灾”的局面。</p>\n<p>这个目前看似无法调节的矛盾,也在延伸出新的矛盾。在昨天卖出最后一套持有的房产后,马斯克所持有的资产几乎都是公司股票。如果马斯克要捐款66亿美元,那他的选择只有售卖特斯拉股票。</p>\n<p>以特斯拉目前1054.73美元的股价计算,马斯克需要售出62.6万股特斯拉股票才能获得66亿美元现金。</p>\n<p>这对本就在上周开启抛售模式的马斯克而言,不是个很大的数字。但马斯克每一次抛售股票,都将对特斯拉及全球头部新能源车企的股价造成影响。这意味着马斯克自己和其他投资人资产继续蒸发。</p>\n<p>这些对马斯克都不足为惧。若马斯克答应捐款,那么未来很有可能有更多的组织和机构向马斯克求助,且选择捐款,就意味着马斯克默认了“首富要对世界上的贫困和灾难负责”这个逻辑。</p>\n<p>这可能意味着马斯克将面对更多道德绑架。</p>\n<p>马斯克能拿诺贝尔和平奖吗?</p>\n<p>当然,捐款本身不是坏事。如果马斯克选择捐款,并且WFP真的有能力解决4200万人的饥荒问题,那么他会获得更高的威望,以除资本家外的另一种身份被载入史册。</p>\n<p>从慈善领域的贡献来看,马斯克比不上比尔盖茨、巴菲特等前世界首富。这也曾给他带来“抠门”等质疑的声音。</p>\n<p>几个月前,福布斯公布了美国富豪榜的捐赠数据,400位富豪中,捐赠资产净值20%以上的富豪从去年10人减少到8人,而捐赠资产净值不到1%的富豪从127人增加到156人,马斯克位列其中。巴菲特捐赠了440亿美元,稳居第一名,捐赠比例达到了36%,比尔盖茨和前妻共捐赠了650亿美元,比例超10%。</p>\n<p>捐款这件事,马斯克不是没想过。年初马斯克第一次登顶首富位置后,公开表示,“欢迎大家给我建议能够真正推动改变的捐赠方式”。</p>\n<p>而WFP给出的计划,或许不是马斯克所言的“真正推动改变”的捐赠方式。如果解决了4200万人吃饭问题的马斯克,足以为人称道。</p>\n<p>俗语有云,救人一命胜造七级浮屠,拯救4200万人的生命是多少级浮屠?我们可以用一个更具体的指标来计算马斯克有可能作出的贡献,那就是诺贝尔和平奖。</p>\n<p>2020年,挪威议会议员克里斯蒂安致信诺贝尔委员会,提名唐纳德·特朗普为2021年诺贝尔和平奖候选人,理由是特朗普参与斡旋以色列与阿联酋关系正常化。</p>\n<p>2021年,诺贝尔和平奖的得主为玛丽亚雷撒及德米特里姆拉托夫,理由是二者为维护民主与持久和平的先决条件--言论自由所做的努力。</p>\n<p>与促进解决两个人口加起来不超过2000万的国家的矛盾及促进言论自由相比,直接拯救4200万条人命显然是更大的贡献。所以,提名马斯克为诺贝尔和平奖候选人,并不过分。</p>\n<p>但这一切仍要看马斯克自己如何抉择。毕竟致力于移民火星也足以让马斯克拥有足够的声望。而马斯克能为这个世界作出的贡献,不仅仅是捐钱。</p>","source":"highlight_huxiu","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克能拿诺贝尔和平奖吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 19:41 北京时间 <a href=https://www.huxiu.com/article/473558.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>出品|虎嗅汽车组\n作者|梓楠法师\n是的,机会在眼前,就看马斯克能不能把握了。\n只需66亿美元,就能拯救43个国家和地区4200万正在挨饿的人们,获得为世人称道歌颂的机会,或者被某个丛林深处的部落奉为神明。\n这一切的起因是联合国世界粮食计划署(下称:WFP)“点名”让马斯克捐钱。马斯克以非常理性的语言回敬了WFP,预算可以报,告诉我怎么花。\n作为看客的本文作者,对马斯克的这一招太极拳非常佩服。马斯克...</p>\n\n<a href=\"https://www.huxiu.com/article/473558.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a1948a7f110ba79d4ce47358cced614","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.huxiu.com/article/473558.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184837608","content_text":"出品|虎嗅汽车组\n作者|梓楠法师\n是的,机会在眼前,就看马斯克能不能把握了。\n只需66亿美元,就能拯救43个国家和地区4200万正在挨饿的人们,获得为世人称道歌颂的机会,或者被某个丛林深处的部落奉为神明。\n这一切的起因是联合国世界粮食计划署(下称:WFP)“点名”让马斯克捐钱。马斯克以非常理性的语言回敬了WFP,预算可以报,告诉我怎么花。\n作为看客的本文作者,对马斯克的这一招太极拳非常佩服。马斯克把事情的焦点模糊化,并将难题重新甩给刁难他的一方,即表明了自己并非不想捐款,又在暗中表达了对WFP的不信任。\n但聪明人有时候也会拿老实人没办法。在马斯克让WFP给出资金使用清单后,WFP在昨天给出了回应。\n“饥饿危机迫在眉睫,规模空前,但完全可以避免。马斯克,你之前要求出具一份清晰的计划和公开的手册,我们准备好了!”WFP负责人比斯利说,“我们准备跟你和其他所有真心想要拯救生命的人聊一聊。”\n“世界在燃烧”,比利斯补充道。\n\n比利斯给这条推文加的配图上站着四个因缺乏蛋白质而腹积水的孩子和一个无助的母亲,如果能够加上配乐,那一定是“如果人人都献出一片爱,世界将变成美好的人间”。\n事关重大,语气诚恳。马斯克被比利斯真诚耿直的回复重新架到舆论的风口浪尖。\n截止目前,马斯克尚未对比利斯的计划作出回应。如果马斯克选择捐赠,则皆大欢喜,受伤的只有特斯拉的股民,如果马斯克拒绝,无可厚非,但也可能千夫所指。\n这个世界的贫困和灾难,不是单独的某个人造成的,一个人的力量也无法解决这个问题。但群众需要选择一个人出来代替大家解决这些问题,或者去欺骗大家问题已经解决了。现在,这个人可能是马斯克。\n拉拢豪绅,缴税捐钱\n全球范围内一定程度的饥荒,显然是个涉及政治、经济、军事甚至哲学的综合问题。但比利斯认为这是个简单的数学题,66亿美元到账,联合国去救人,世界继续和平。\n缺钱,就找世界上最有钱的人,埃隆马斯克。\n“你去年造了50万辆特斯拉,我们用将近200亿的口粮养活了1.15多亿人。你知道如何制作汽车,而我们知道如何养活人们,几十年的经验证明,计划和行动到位。我期待向你展示我们是如何做到这一点的,也许你可以教我们怎么做的更好”,比利斯曾表示。\n而在马斯克出题后,比利斯给出了详细的资金分配计划:\n35亿美元用于粮食及其运输,包括运送到各个国家和地区的费用,外加仓储和“最后一公里”运输费(包括空运、陆运和水运等方式),还有卡车司机的费用,甚至要在受冲突影响的地区雇佣安保人员护送粮食,确保发放到最需要的人手中。\n20亿美元用于发放现金和食品券(包含交易费用),主要用于市场依然起作用的地区。这类援助手段可以让最需要的人去购买自己选择的食品,并支持当地经济发展。\n7000万美元将投入到某些具体国家或地区。根据43个国家或地区的国内环境和运营风险,为其设计、扩大和管理行之有效的项目,以增加数百万吨粮食以及现金和代金券的发放。这包括办公室和卫星办公室设施及其安保,以及对分发过程和结果的监测,确保援助能够到达最需要的人手中。\n4000万美元用于全球和地区运营管理、行政和问责,包括协调全球供应线和航线;全球物流协调,如货运承包;对全球饥饿问题的监控和分析;风险管理以及致力于监督问题的独立审计师。\n在比利斯公布计划后,推特网友又替马斯克提出新的质疑。毕竟,解决饥荒很难,但是在网上出主意不难。\n一位推特网友表示“我认为马斯克想要一个更详细的计划,显示66亿美元将如何终结这个世界的饥荒,而不仅仅是解决近几年的饥荒”。\n“这些照片太丢人了,你们造成了这些局面,停止在这些国家制造冲突,马斯克投资农业,雇佣当地人经营这些农场,这些人不需要联合国的粮食,这些人需要机会”,一位清醒的推特网友给马斯克出了个看上去更合理的主意。\n在这条评论的下面,推特网友又陷入长久的争论。多数人认为,WFP的计划治标不治本,而经营着多家公司的世界首富马斯克,显然是更有能力解决这个问题的人。\n即使比利斯的回复无法满足舆论的要求,但或许他的目的已经达到,就是把马斯克有责任和义务去解救劳苦大众这个逻辑印在网友的脑子里。\n马斯克将如何回复比利斯,是直接拒绝,要求一份更详细的计划,或是自己给出一份新的计划,我们不得而知。但在新冠肺炎流行以来身价暴涨的马斯克,一时半会躲不过“破财消灾”的局面。\n这个目前看似无法调节的矛盾,也在延伸出新的矛盾。在昨天卖出最后一套持有的房产后,马斯克所持有的资产几乎都是公司股票。如果马斯克要捐款66亿美元,那他的选择只有售卖特斯拉股票。\n以特斯拉目前1054.73美元的股价计算,马斯克需要售出62.6万股特斯拉股票才能获得66亿美元现金。\n这对本就在上周开启抛售模式的马斯克而言,不是个很大的数字。但马斯克每一次抛售股票,都将对特斯拉及全球头部新能源车企的股价造成影响。这意味着马斯克自己和其他投资人资产继续蒸发。\n这些对马斯克都不足为惧。若马斯克答应捐款,那么未来很有可能有更多的组织和机构向马斯克求助,且选择捐款,就意味着马斯克默认了“首富要对世界上的贫困和灾难负责”这个逻辑。\n这可能意味着马斯克将面对更多道德绑架。\n马斯克能拿诺贝尔和平奖吗?\n当然,捐款本身不是坏事。如果马斯克选择捐款,并且WFP真的有能力解决4200万人的饥荒问题,那么他会获得更高的威望,以除资本家外的另一种身份被载入史册。\n从慈善领域的贡献来看,马斯克比不上比尔盖茨、巴菲特等前世界首富。这也曾给他带来“抠门”等质疑的声音。\n几个月前,福布斯公布了美国富豪榜的捐赠数据,400位富豪中,捐赠资产净值20%以上的富豪从去年10人减少到8人,而捐赠资产净值不到1%的富豪从127人增加到156人,马斯克位列其中。巴菲特捐赠了440亿美元,稳居第一名,捐赠比例达到了36%,比尔盖茨和前妻共捐赠了650亿美元,比例超10%。\n捐款这件事,马斯克不是没想过。年初马斯克第一次登顶首富位置后,公开表示,“欢迎大家给我建议能够真正推动改变的捐赠方式”。\n而WFP给出的计划,或许不是马斯克所言的“真正推动改变”的捐赠方式。如果解决了4200万人吃饭问题的马斯克,足以为人称道。\n俗语有云,救人一命胜造七级浮屠,拯救4200万人的生命是多少级浮屠?我们可以用一个更具体的指标来计算马斯克有可能作出的贡献,那就是诺贝尔和平奖。\n2020年,挪威议会议员克里斯蒂安致信诺贝尔委员会,提名唐纳德·特朗普为2021年诺贝尔和平奖候选人,理由是特朗普参与斡旋以色列与阿联酋关系正常化。\n2021年,诺贝尔和平奖的得主为玛丽亚雷撒及德米特里姆拉托夫,理由是二者为维护民主与持久和平的先决条件--言论自由所做的努力。\n与促进解决两个人口加起来不超过2000万的国家的矛盾及促进言论自由相比,直接拯救4200万条人命显然是更大的贡献。所以,提名马斯克为诺贝尔和平奖候选人,并不过分。\n但这一切仍要看马斯克自己如何抉择。毕竟致力于移民火星也足以让马斯克拥有足够的声望。而马斯克能为这个世界作出的贡献,不仅仅是捐钱。","news_type":1},"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}