iahsjanns的个人主页 - 老虎社区

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2019-12-13

$虎牙(HUYA)$故意打压股价，呵呵，明年有好戏看，放心持有吧

2020-01-10

$虎牙(HUYA)$这个走势阴包阳

2019-11-22

$虎牙(HUYA)$今天如何

2020-01-22

$虎牙(HUYA)$这几天资金都是流入的

2019-12-03

$虎牙(HUYA)$今天咋样说出你的看法

2019-12-24

$虎牙(HUYA)$别人都在创新高这个B 再创新低

06-29

dw

耐克业绩指引令人失望，连遭分析师猛烈抨击

06-29

se

2024半年回顾｜标普11大行业涨幅榜，信息技术、电信服务齐头并进

2022-04-08

牛逼

抱歉，原内容已删除

2020-03-13

$虎牙(HUYA)$最近的礼物数据不如斗鱼

2020-03-12

$虎牙(HUYA)$财报这么差吗

2020-03-05

$虎牙(HUYA)$了色

2020-03-03

$虎牙(HUYA)$那天发财报

2020-02-05

$虎牙(HUYA)$垃圾胚子

2020-01-18

$虎牙(HUYA)$这货大盘这么好连跌两天

2019-12-10

$虎牙(HUYA)$跑吧

2019-12-09

已经被抛弃解套要半年了

2019-12-03

今天咋样，说出你的看法

去老虎APP查看更多动态

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left;\">公用事业类股近期以来表现强劲，具有上升势头，上半年涨幅为7.58%，年初至今，该板块自2020年以来首次实现累计资金流入。</p><p>房地产行业是上半年标普11大行业中唯一录得下跌的板块，跌幅4.14%。根据<a href=\"https://laohu8.com/S/MCO\">穆迪</a>最近公布的一份报告，由于居家办公规模的持续扩大，预计到2026年，<strong>美国的办公楼空置率预计将从今年第一季度的19.8%上升到24%。</strong></p><p>加上租金疲软、租约周转变长的影响，到那时，办公楼业主的收入将减少80亿至100亿美元，<strong>商业地产市场价值下降多达2500亿美元，</strong>地产开发商和贷款机构面临惨淡的经营前景。</p><p>本周早些时候，投资者加大了对非科技类股票的押注。巴森集团首席投资官David Bahnsen表示，大型科技股正面临清算和调整，因为最近几周和几个月来一小部分科技股的“兴奋”是荒谬的。他表示，<strong>信息技术和通信服务类股票目前占标普500指数市值的近一半，这令人担忧，而且肯定不可持续</strong>。</p><p>瑞银全球财富管理分析师认为，尽管英伟达的波动扰动了市场情绪，但人工智能(AI)的结构性投资理由仍然没有改变，因此对整体股市持建设性看法，基本面依旧稳固。</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\" 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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\">\n2024半年回顾｜标普11大行业涨幅榜，信息技术、电信服务齐头并进\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-06-29 15:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>2024年上半年标普500大涨14.48%，共有5个月录得上涨，信息技术及电信服务涨幅均超过25%，金融、能源及公用事业紧随其后。</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d374000f33093ff21c59bf4485c47b5\" title=\"\" tg-width=\"1500\" tg-height=\"1700\"/></p><p>从行业表现也能明显看出，支撑美股涨势的关键支柱之一仍是科技巨头，信息技术行业上半年涨幅高达27.79%，<strong>英伟达、微软、亚马逊、Meta和苹果五大科技巨头贡献了美股上半年近60%的涨幅，其中仅英伟达一家的涨幅贡献就高达31%。</strong></p><p>电信服务上半年涨幅也达到了26.09%，继续成为标普各板块中获得连续买入时间最长的行业。</p><p style=\"text-align: left;\">公用事业类股近期以来表现强劲，具有上升势头，上半年涨幅为7.58%，年初至今，该板块自2020年以来首次实现累计资金流入。</p><p>房地产行业是上半年标普11大行业中唯一录得下跌的板块，跌幅4.14%。根据<a href=\"https://laohu8.com/S/MCO\">穆迪</a>最近公布的一份报告，由于居家办公规模的持续扩大，预计到2026年，<strong>美国的办公楼空置率预计将从今年第一季度的19.8%上升到24%。</strong></p><p>加上租金疲软、租约周转变长的影响，到那时，办公楼业主的收入将减少80亿至100亿美元，<strong>商业地产市场价值下降多达2500亿美元，</strong>地产开发商和贷款机构面临惨淡的经营前景。</p><p>本周早些时候，投资者加大了对非科技类股票的押注。巴森集团首席投资官David Bahnsen表示，大型科技股正面临清算和调整，因为最近几周和几个月来一小部分科技股的“兴奋”是荒谬的。他表示，<strong>信息技术和通信服务类股票目前占标普500指数市值的近一半，这令人担忧，而且肯定不可持续</strong>。</p><p>瑞银全球财富管理分析师认为，尽管英伟达的波动扰动了市场情绪，但人工智能(AI)的结构性投资理由仍然没有改变，因此对整体股市持建设性看法，基本面依旧稳固。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/665a86622eb77740913a851377a20872","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132747515","content_text":"2024年上半年标普500大涨14.48%，共有5个月录得上涨，信息技术及电信服务涨幅均超过25%，金融、能源及公用事业紧随其后。从行业表现也能明显看出，支撑美股涨势的关键支柱之一仍是科技巨头，信息技术行业上半年涨幅高达27.79%，英伟达、微软、亚马逊、Meta和苹果五大科技巨头贡献了美股上半年近60%的涨幅，其中仅英伟达一家的涨幅贡献就高达31%。电信服务上半年涨幅也达到了26.09%，继续成为标普各板块中获得连续买入时间最长的行业。公用事业类股近期以来表现强劲，具有上升势头，上半年涨幅为7.58%，年初至今，该板块自2020年以来首次实现累计资金流入。房地产行业是上半年标普11大行业中唯一录得下跌的板块，跌幅4.14%。根据穆迪最近公布的一份报告，由于居家办公规模的持续扩大，预计到2026年，美国的办公楼空置率预计将从今年第一季度的19.8%上升到24%。加上租金疲软、租约周转变长的影响，到那时，办公楼业主的收入将减少80亿至100亿美元，商业地产市场价值下降多达2500亿美元，地产开发商和贷款机构面临惨淡的经营前景。本周早些时候，投资者加大了对非科技类股票的押注。巴森集团首席投资官David Bahnsen表示，大型科技股正面临清算和调整，因为最近几周和几个月来一小部分科技股的“兴奋”是荒谬的。他表示，信息技术和通信服务类股票目前占标普500指数市值的近一半，这令人担忧，而且肯定不可持续。瑞银全球财富管理分析师认为，尽管英伟达的波动扰动了市场情绪，但人工智能(AI)的结构性投资理由仍然没有改变，因此对整体股市持建设性看法，基本面依旧稳固。","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":619411632,"gmtCreate":1649387707223,"gmtModify":1649387753486,"author":{"id":"3529232948688403","authorId":"3529232948688403","name":"iahsjanns","avatar":"https://static.tigerbbs.com/2a78df722a233ab8b9afc5c75d155466","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3529232948688403","authorIdStr":"3529232948688403"},"themes":[],"htmlText":"牛逼","listText":"牛逼","text":"牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619411632","repostId":"1162994791","repostType":2,"repost":{"id":"1162994791","kind":"news","pubTimestamp":1649387130,"share":"https://www.laohu8.com/m/news/1162994791?lang=&edition=full","pubTime":"2022-04-08 11:05","market":"hk","language":"zh","title":"网信办：互联网企业近半年来用工人数保持平稳","url":"https://stock-news.laohu8.com/highlight/detail?id=1162994791","media":"中国网信网","summary":"对未来发展充满信心。","content":"<html><head></head><body><p>近期，网传多家大型互联网企业进行大规模裁员并引发舆论热议。对此，中国网信网对<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、美团、<a href=\"https://laohu8.com/S/JD\">京东</a>等12家互联网企业用工和业务发展情况进行访谈。企业纷纷表示，互联网行业人员流动普遍较快，目前员工数量和业务发展情况总体稳定，对未来发展充满信心。</p><p><b>业务稳健发展，用工人数稳中有增</b></p><p>各互联网企业主营业务稳步开展，部分新业务增长强劲，营收规模屡创新高。与此同时，企业用工总量稳中有增。经统计，2021年7月到2022年3月中旬，腾讯、阿里巴巴、字节跳动、美团、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、快手、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、京东、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>等12家企业总离职人数21.68万人，总招聘人数29.59万人，净增用工7.91万人，其中11家企业招聘人数多于离职人数。</p><p>腾讯公司表示，得益于我国经济平稳增长，公司业务保持稳定增长态势，2021年营业收入同比增长16.2%。与此同时，人员规模不断扩大，截至2021年底，公司拥有11.28万名员工，同比增长31.3%。今年，还将持续引进核心科技人员和优秀应届毕业生，预计总员工人数仍会增加。</p><p>美团公司反映，2021年公司营业收入同比增长56%。截至2021年底，美团交易用户数同比增长35.2%，活跃商家数同比增长29.2%。伴随业务的拓展，公司到店、到家、网约车、骑行等业务线和职能线人员，均有一定程度的增长。去年7月份以来，净增员工1.7万人，今年还将继续推进应届生招聘计划。</p><p><b>业务不断优化调整，岗位人员增减有序</b></p><p>多家企业从市场竞争、投入产出和长远发展等考虑，在做大做强主业的同时，对部分业务进行调整优化，相应岗位人员有减有增，但员工总人数保持稳中有升态势。</p><p>微博公司介绍称，根据业务发展需要，近期公司对亏损业务进行减员优化，同时扩大与内容相关人员规模，保持其他板块人员稳定，预计今年总员工数量在去年基础上有所增加。</p><p>京东集团因企业经营形势发生变化，选择聚焦主业，围绕供应链等业务，持续加大优秀人才招聘力度，对探索型业务作出一定调整，涉及部分员工，但集团员工数量总体保持稳定。</p><p>北京字节跳动公司表示，去年下半年公司裁撤部分业务部门，对一些条线岗位进行优化调整，但同期，公司加大内容质量、技术、运营等方面人员的招聘力度，去年以来总员工数量还有所增加。</p><p><b>聚焦科技创新，多举措培育培养人才</b></p><p>面对疫情冲击、复杂外部形势和激烈行业竞争，部分企业主动应变，加大科技创新，招聘高层次人才，着力提升核心竞争力，同时采取多种措施，稳定现有员工队伍。</p><p>受疫情和外部环境因素影响，百度集团对部分业务组织战略进行了调整，集中力量加大对<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云、芯片、自动驾驶的人员和技术投入，2021年相关领域研发投入221亿元。百度集团表示，目前公司在自动驾驶、智能交通、机器翻译、飞桨深度学习框架等关键技术领域取得显著优势，员工数量总体稳定。</p><p>阿里巴巴集团表示，虽然外部环境变化，企业发展面临新的挑战，但集团主动拥抱变化进行业务调整，积极适应新环境，聚焦重点领域与客户价值，要用更有效的供给更好地服务平台用户。为吸引人才、留住人才，集团升级员工福利方案，设立交通补贴，试行灵活办公制度，核心业务近一年新增员工九千余人。</p><p>蚂蚁集团持续在数字科技和全球化等方向发力，提供更加丰富的数字支付解决方案，并通过技术与模式创新，助力传统行业数字化转型。集团高度重视人才引进和培养，并采取多种措施，提高员工福利、强化人才技能培训、扩大人才发展空间，吸引和留住人才，用工人数总体稳定，略有增员。</p><p>访谈中，多家企业表示，当前我国网信事业发展进入新的阶段，网信企业身逢盛世、前景壮阔，将抢抓发展机遇，坚定不移做大做强，同时积极履行社会责任，努力保持现有员工队伍稳定，着力为社会创造更多就业岗位。</p></body></html>","source":"lsy1603719063632","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>网信办：互联网企业近半年来用工人数保持平稳</title>\n<style 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href=\"http://www.cac.gov.cn/2022-04/08/c_1651028527295115.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99660c2bb468cee78b3ee90163758d58","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://www.cac.gov.cn/2022-04/08/c_1651028527295115.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162994791","content_text":"近期，网传多家大型互联网企业进行大规模裁员并引发舆论热议。对此，中国网信网对腾讯、阿里巴巴、美团、京东等12家互联网企业用工和业务发展情况进行访谈。企业纷纷表示，互联网行业人员流动普遍较快，目前员工数量和业务发展情况总体稳定，对未来发展充满信心。业务稳健发展，用工人数稳中有增各互联网企业主营业务稳步开展，部分新业务增长强劲，营收规模屡创新高。与此同时，企业用工总量稳中有增。经统计，2021年7月到2022年3月中旬，腾讯、阿里巴巴、字节跳动、美团、拼多多、快手、百度、京东、网易、微博、哔哩哔哩、蚂蚁集团等12家企业总离职人数21.68万人，总招聘人数29.59万人，净增用工7.91万人，其中11家企业招聘人数多于离职人数。腾讯公司表示，得益于我国经济平稳增长，公司业务保持稳定增长态势，2021年营业收入同比增长16.2%。与此同时，人员规模不断扩大，截至2021年底，公司拥有11.28万名员工，同比增长31.3%。今年，还将持续引进核心科技人员和优秀应届毕业生，预计总员工人数仍会增加。美团公司反映，2021年公司营业收入同比增长56%。截至2021年底，美团交易用户数同比增长35.2%，活跃商家数同比增长29.2%。伴随业务的拓展，公司到店、到家、网约车、骑行等业务线和职能线人员，均有一定程度的增长。去年7月份以来，净增员工1.7万人，今年还将继续推进应届生招聘计划。业务不断优化调整，岗位人员增减有序多家企业从市场竞争、投入产出和长远发展等考虑，在做大做强主业的同时，对部分业务进行调整优化，相应岗位人员有减有增，但员工总人数保持稳中有升态势。微博公司介绍称，根据业务发展需要，近期公司对亏损业务进行减员优化，同时扩大与内容相关人员规模，保持其他板块人员稳定，预计今年总员工数量在去年基础上有所增加。京东集团因企业经营形势发生变化，选择聚焦主业，围绕供应链等业务，持续加大优秀人才招聘力度，对探索型业务作出一定调整，涉及部分员工，但集团员工数量总体保持稳定。北京字节跳动公司表示，去年下半年公司裁撤部分业务部门，对一些条线岗位进行优化调整，但同期，公司加大内容质量、技术、运营等方面人员的招聘力度，去年以来总员工数量还有所增加。聚焦科技创新，多举措培育培养人才面对疫情冲击、复杂外部形势和激烈行业竞争，部分企业主动应变，加大科技创新，招聘高层次人才，着力提升核心竞争力，同时采取多种措施，稳定现有员工队伍。受疫情和外部环境因素影响，百度集团对部分业务组织战略进行了调整，集中力量加大对智能云、芯片、自动驾驶的人员和技术投入，2021年相关领域研发投入221亿元。百度集团表示，目前公司在自动驾驶、智能交通、机器翻译、飞桨深度学习框架等关键技术领域取得显著优势，员工数量总体稳定。阿里巴巴集团表示，虽然外部环境变化，企业发展面临新的挑战，但集团主动拥抱变化进行业务调整，积极适应新环境，聚焦重点领域与客户价值，要用更有效的供给更好地服务平台用户。为吸引人才、留住人才，集团升级员工福利方案，设立交通补贴，试行灵活办公制度，核心业务近一年新增员工九千余人。蚂蚁集团持续在数字科技和全球化等方向发力，提供更加丰富的数字支付解决方案，并通过技术与模式创新，助力传统行业数字化转型。集团高度重视人才引进和培养，并采取多种措施，提高员工福利、强化人才技能培训、扩大人才发展空间，吸引和留住人才，用工人数总体稳定，略有增员。访谈中，多家企业表示，当前我国网信事业发展进入新的阶段，网信企业身逢盛世、前景壮阔，将抢抓发展机遇，坚定不移做大做强，同时积极履行社会责任，努力保持现有员工队伍稳定，着力为社会创造更多就业岗位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964062593,"gmtCreate":1584106204112,"gmtModify":1704353070145,"author":{"id":"3529232948688403","authorId":"3529232948688403","name":"iahsjanns","avatar":"https://static.tigerbbs.com/2a78df722a233ab8b9afc5c75d155466","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3529232948688403","authorIdStr":"3529232948688403"},"themes":[],"htmlText":"<a 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22:10","market":"us","language":"zh","title":"耐克业绩指引令人失望，连遭分析师猛烈抨击","url":"https://stock-news.laohu8.com/highlight/detail?id=2446500959","media":"智通财经网","summary":"智通财经APP获悉，耐克因销售额和第一财季业绩指引低于预期而在早盘交易中大幅下跌。Stifel则将耐克的评级从“买入”下调至“持有”，并将目标价从117美元下调至88美元。摩根士丹利将耐克的评级从“增持”下调至“持股观望”，主要由于耐克的业绩令人失望，前景展望也有所下调。与此同时，瑞银集团将耐克的评级调至“持有”。截至发稿，耐克盘前下跌16.35%，至78.79美元。","content":"<html><head></head><body><p>6月28日，<a href=\"https://laohu8.com/S/NKE\">耐克</a>因销售额和第一财季业绩指引低于预期而在早盘交易中大幅下跌。该报告引发了分析师对北美消费者需求、中国经济复苏、宏观因素和竞争影响的担忧。耐克首席执行官约翰·多纳霍(John Donahoe)在财报电话会议中表示，25财年将是公司的过渡年，预计收入将以中等个位数的速度下降。</p><p>华尔街大行纷纷下调了该股评级。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>在将耐克股票评级为“增持”后，又将其评级下调至“中性”。分析师马修·博斯(Matthew Boss)警告说：“我们认为，在特许经营产品生命周期的转型期，耐克重新加快收入增长的时间表将被拉长，而全球宏观背景(尤其是大中华区和欧洲、中东和非洲地区的不利因素)将使前进的道路更加复杂。”</p><p>Stifel则将耐克的评级从“买入”下调至“持有”，并将目标价从117美元下调至88美元。他补充说：“我们仍看好耐克在一个具有长期增长利好和结构性利润潜力的品类中的规模优势，但就当前估值而言，在增长拐点变得更明显之前，我们无法给出令人信服的上行理由。”</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将耐克的评级从“增持”下调至“持股观望”，主要由于耐克的业绩令人失望，前景展望也有所下调。亚历克斯·斯特拉顿(Alex Straton)指出：“虽然耐克正在进行战略变革，但近期的业绩表现却充斥着季度业绩不佳和业绩指引削减。”她补充说：“我们认为，这种损益波动在短期内仍将持续，耐克的长期增长和盈利轨迹随后将变得不明朗，并低于我们之前的假设。”</p><p>与此同时，瑞银集团(UBS.US)将耐克的评级调至“持有”。分析师Jay Sole强调说，“耐克第四季度报告显示，其基本面趋势比我们预期的要糟糕得多。我们的主要结论是耐克的盈利不会迅速反弹。”</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>耐克业绩指引令人失望，连遭分析师猛烈抨击</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耐克业绩指引令人失望，连遭分析师猛烈抨击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-28 22:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1142961.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月28日，耐克因销售额和第一财季业绩指引低于预期而在早盘交易中大幅下跌。该报告引发了分析师对北美消费者需求、中国经济复苏、宏观因素和竞争影响的担忧。耐克首席执行官约翰·多纳霍(John Donahoe)在财报电话会议中表示，25财年将是公司的过渡年，预计收入将以中等个位数的速度下降。华尔街大行纷纷下调了该股评级。摩根大通在将耐克股票评级为“增持”后，又将其评级下调至“中性”。分析师马修·博斯(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1142961.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/68ab55b396d2dcbb09b0c2d9d4f9ce61","relate_stocks":{"BK4581":"高盛持仓","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4146":"鞋类","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","NKE":"耐克","BK4534":"瑞士信贷持仓","BK4558":"双十一","BK4566":"资本集团","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4561":"索罗斯持仓","LU0823411888.USD":"法巴消费创新基金 Cap","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1142961.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2446500959","content_text":"6月28日，耐克因销售额和第一财季业绩指引低于预期而在早盘交易中大幅下跌。该报告引发了分析师对北美消费者需求、中国经济复苏、宏观因素和竞争影响的担忧。耐克首席执行官约翰·多纳霍(John Donahoe)在财报电话会议中表示，25财年将是公司的过渡年，预计收入将以中等个位数的速度下降。华尔街大行纷纷下调了该股评级。摩根大通在将耐克股票评级为“增持”后，又将其评级下调至“中性”。分析师马修·博斯(Matthew Boss)警告说：“我们认为，在特许经营产品生命周期的转型期，耐克重新加快收入增长的时间表将被拉长，而全球宏观背景(尤其是大中华区和欧洲、中东和非洲地区的不利因素)将使前进的道路更加复杂。”Stifel则将耐克的评级从“买入”下调至“持有”，并将目标价从117美元下调至88美元。他补充说：“我们仍看好耐克在一个具有长期增长利好和结构性利润潜力的品类中的规模优势，但就当前估值而言，在增长拐点变得更明显之前，我们无法给出令人信服的上行理由。”摩根士丹利将耐克的评级从“增持”下调至“持股观望”，主要由于耐克的业绩令人失望，前景展望也有所下调。亚历克斯·斯特拉顿(Alex Straton)指出：“虽然耐克正在进行战略变革，但近期的业绩表现却充斥着季度业绩不佳和业绩指引削减。”她补充说：“我们认为，这种损益波动在短期内仍将持续，耐克的长期增长和盈利轨迹随后将变得不明朗，并低于我们之前的假设。”与此同时，瑞银集团(UBS.US)将耐克的评级调至“持有”。分析师Jay Sole强调说，“耐克第四季度报告显示，其基本面趋势比我们预期的要糟糕得多。我们的主要结论是耐克的盈利不会迅速反弹。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322105490006056,"gmtCreate":1719648171480,"gmtModify":1719648173222,"author":{"id":"3529232948688403","authorId":"3529232948688403","name":"iahsjanns","avatar":"https://static.tigerbbs.com/2a78df722a233ab8b9afc5c75d155466","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3529232948688403","authorIdStr":"3529232948688403"},"themes":[],"htmlText":"se","listText":"se","text":"se","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322105490006056","repostId":"1132747515","repostType":2,"repost":{"id":"1132747515","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1719647239,"share":"https://www.laohu8.com/m/news/1132747515?lang=&edition=full","pubTime":"2024-06-29 15:47","market":"us","language":"zh","title":"2024半年回顾｜标普11大行业涨幅榜，信息技术、电信服务齐头并进","url":"https://stock-news.laohu8.com/highlight/detail?id=1132747515","media":"老虎资讯综合","summary":"2024年上半年标普500大涨14.48%，共有5个月录得上涨，信息技术及电信服务涨幅均超过25%，金融、能源及公用事业紧随其后从行业表现也能明显看出，支撑美股涨势的关键支柱之一仍是科技巨头，信息技术行业上半年涨幅高达27.79%，英伟达、微软、亚马逊、Meta和苹果五大科技巨头贡献了美股上半年近60%的涨幅，其中仅英伟达一家的涨幅贡献就高达31%。房地产行业是上半年标普11大行业中唯一录得下跌的板块，跌幅4.14%。","content":"<html><head></head><body><blockquote><p><strong>2024年上半年标普500大涨14.48%，共有5个月录得上涨，信息技术及电信服务涨幅均超过25%，金融、能源及公用事业紧随其后。</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d374000f33093ff21c59bf4485c47b5\" title=\"\" tg-width=\"1500\" tg-height=\"1700\"/></p><p>从行业表现也能明显看出，支撑美股涨势的关键支柱之一仍是科技巨头，信息技术行业上半年涨幅高达27.79%，<strong>英伟达、微软、亚马逊、Meta和苹果五大科技巨头贡献了美股上半年近60%的涨幅，其中仅英伟达一家的涨幅贡献就高达31%。</strong></p><p>电信服务上半年涨幅也达到了26.09%，继续成为标普各板块中获得连续买入时间最长的行业。</p><p style=\"text-align: left;\">公用事业类股近期以来表现强劲，具有上升势头，上半年涨幅为7.58%，年初至今，该板块自2020年以来首次实现累计资金流入。</p><p>房地产行业是上半年标普11大行业中唯一录得下跌的板块，跌幅4.14%。根据<a href=\"https://laohu8.com/S/MCO\">穆迪</a>最近公布的一份报告，由于居家办公规模的持续扩大，预计到2026年，<strong>美国的办公楼空置率预计将从今年第一季度的19.8%上升到24%。</strong></p><p>加上租金疲软、租约周转变长的影响，到那时，办公楼业主的收入将减少80亿至100亿美元，<strong>商业地产市场价值下降多达2500亿美元，</strong>地产开发商和贷款机构面临惨淡的经营前景。</p><p>本周早些时候，投资者加大了对非科技类股票的押注。巴森集团首席投资官David Bahnsen表示，大型科技股正面临清算和调整，因为最近几周和几个月来一小部分科技股的“兴奋”是荒谬的。他表示，<strong>信息技术和通信服务类股票目前占标普500指数市值的近一半，这令人担忧，而且肯定不可持续</strong>。</p><p>瑞银全球财富管理分析师认为，尽管英伟达的波动扰动了市场情绪，但人工智能(AI)的结构性投资理由仍然没有改变，因此对整体股市持建设性看法，基本面依旧稳固。</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>2024半年回顾｜标普11大行业涨幅榜，信息技术、电信服务齐头并进</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2024半年回顾｜标普11大行业涨幅榜，信息技术、电信服务齐头并进\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-06-29 15:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>2024年上半年标普500大涨14.48%，共有5个月录得上涨，信息技术及电信服务涨幅均超过25%，金融、能源及公用事业紧随其后。</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d374000f33093ff21c59bf4485c47b5\" title=\"\" tg-width=\"1500\" tg-height=\"1700\"/></p><p>从行业表现也能明显看出，支撑美股涨势的关键支柱之一仍是科技巨头，信息技术行业上半年涨幅高达27.79%，<strong>英伟达、微软、亚马逊、Meta和苹果五大科技巨头贡献了美股上半年近60%的涨幅，其中仅英伟达一家的涨幅贡献就高达31%。</strong></p><p>电信服务上半年涨幅也达到了26.09%，继续成为标普各板块中获得连续买入时间最长的行业。</p><p style=\"text-align: left;\">公用事业类股近期以来表现强劲，具有上升势头，上半年涨幅为7.58%，年初至今，该板块自2020年以来首次实现累计资金流入。</p><p>房地产行业是上半年标普11大行业中唯一录得下跌的板块，跌幅4.14%。根据<a href=\"https://laohu8.com/S/MCO\">穆迪</a>最近公布的一份报告，由于居家办公规模的持续扩大，预计到2026年，<strong>美国的办公楼空置率预计将从今年第一季度的19.8%上升到24%。</strong></p><p>加上租金疲软、租约周转变长的影响，到那时，办公楼业主的收入将减少80亿至100亿美元，<strong>商业地产市场价值下降多达2500亿美元，</strong>地产开发商和贷款机构面临惨淡的经营前景。</p><p>本周早些时候，投资者加大了对非科技类股票的押注。巴森集团首席投资官David Bahnsen表示，大型科技股正面临清算和调整，因为最近几周和几个月来一小部分科技股的“兴奋”是荒谬的。他表示，<strong>信息技术和通信服务类股票目前占标普500指数市值的近一半，这令人担忧，而且肯定不可持续</strong>。</p><p>瑞银全球财富管理分析师认为，尽管英伟达的波动扰动了市场情绪，但人工智能(AI)的结构性投资理由仍然没有改变，因此对整体股市持建设性看法，基本面依旧稳固。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/665a86622eb77740913a851377a20872","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132747515","content_text":"2024年上半年标普500大涨14.48%，共有5个月录得上涨，信息技术及电信服务涨幅均超过25%，金融、能源及公用事业紧随其后。从行业表现也能明显看出，支撑美股涨势的关键支柱之一仍是科技巨头，信息技术行业上半年涨幅高达27.79%，英伟达、微软、亚马逊、Meta和苹果五大科技巨头贡献了美股上半年近60%的涨幅，其中仅英伟达一家的涨幅贡献就高达31%。电信服务上半年涨幅也达到了26.09%，继续成为标普各板块中获得连续买入时间最长的行业。公用事业类股近期以来表现强劲，具有上升势头，上半年涨幅为7.58%，年初至今，该板块自2020年以来首次实现累计资金流入。房地产行业是上半年标普11大行业中唯一录得下跌的板块，跌幅4.14%。根据穆迪最近公布的一份报告，由于居家办公规模的持续扩大，预计到2026年，美国的办公楼空置率预计将从今年第一季度的19.8%上升到24%。加上租金疲软、租约周转变长的影响，到那时，办公楼业主的收入将减少80亿至100亿美元，商业地产市场价值下降多达2500亿美元，地产开发商和贷款机构面临惨淡的经营前景。本周早些时候，投资者加大了对非科技类股票的押注。巴森集团首席投资官David 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