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tch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869990250","repostId":"1119380491","repostType":2,"repost":{"id":"1119380491","pubTimestamp":1632230548,"share":"https://www.laohu8.com/m/news/1119380491?lang=&edition=full","pubTime":"2021-09-21 21:22","market":"us","language":"en","title":"QuantumScape soars after another deal with 'top ten' automaker","url":"https://stock-news.laohu8.com/highlight/detail?id=1119380491","media":"seekingalpha","summary":"(Update: Sept 21, 2021 at 09:39 a.m. ET)\nQuantumScape Corporation zooms higher after disclosing that","content":"<p><i><b>(Update: Sept 21, 2021 at 09:39 a.m. ET)</b></i></p>\n<p>QuantumScape Corporation zooms higher after disclosing that the company recently signed an agreement with a second top ten automotive original equipment manufacturer.</p>\n<p>The company says the unnamed OEM is committed to collaborating with it to evaluate prototypes of the solid-state battery cells. If intermediate milestones are satisfactory, the OEM will purchase 10 MWh of capacity from the pre-pilot production line facility for inclusion in pre-series vehicles. The OEM has already evaluated early cells, and the intermediate milestones consist of more advanced prototypes of the QS' cells, expected to be delivered before QS-0 starts production in 2023.</p>\n<p>Shares of QuantumScape are up 10% in early trading, which is a three-week high.</p>\n<p><img src=\"https://static.tigerbbs.com/6dbfa3954e67128fc1bc13e03904be9d\" tg-width=\"1112\" tg-height=\"568\" width=\"100%\" height=\"auto\"></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>QuantumScape soars after another deal with 'top ten' automaker</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\">\nQuantumScape soars after another deal with 'top ten' automaker\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-21 21:22 GMT+8 <a href=https://seekingalpha.com/news/3741803-quantumscape-soars-after-another-deal-with-top-ten-automaker><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: Sept 21, 2021 at 09:39 a.m. ET)\nQuantumScape Corporation zooms higher after disclosing that the company recently signed an agreement with a second top ten automotive original equipment ...</p>\n\n<a href=\"https://seekingalpha.com/news/3741803-quantumscape-soars-after-another-deal-with-top-ten-automaker\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QS":"Quantumscape Corp."},"source_url":"https://seekingalpha.com/news/3741803-quantumscape-soars-after-another-deal-with-top-ten-automaker","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1119380491","content_text":"(Update: Sept 21, 2021 at 09:39 a.m. ET)\nQuantumScape Corporation zooms higher after disclosing that the company recently signed an agreement with a second top ten automotive original equipment manufacturer.\nThe company says the unnamed OEM is committed to collaborating with it to evaluate prototypes of the solid-state battery cells. If intermediate milestones are satisfactory, the OEM will purchase 10 MWh of capacity from the pre-pilot production line facility for inclusion in pre-series vehicles. The OEM has already evaluated early cells, and the intermediate milestones consist of more advanced prototypes of the QS' cells, expected to be delivered before QS-0 starts production in 2023.\nShares of QuantumScape are up 10% in early trading, which is a three-week high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119746978,"gmtCreate":1622570653194,"gmtModify":1622598264553,"author":{"id":"3550053416925059","authorId":"3550053416925059","name":"涨停是常态","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/119746978","repostId":"1186906468","repostType":2,"repost":{"id":"1186906468","pubTimestamp":1622466517,"share":"https://www.laohu8.com/m/news/1186906468?lang=&edition=full","pubTime":"2021-05-31 21:08","market":"us","language":"en","title":"fuboTV: Why I Like This Stock Better Than DraftKings","url":"https://stock-news.laohu8.com/highlight/detail?id=1186906468","media":"seekingalpha","summary":"fuboTV stock surged 10% in Wednesday morning trading.SummaryAs a tech analyst who is trained in the ","content":"<p>fuboTV stock surged 10% in Wednesday morning trading.</p><p><img src=\"https://static.tigerbbs.com/238bf3533d0cc4765f8e1974e4ff7995\" tg-width=\"840\" tg-height=\"470\"></p><p><b>Summary</b></p><ul><li>As a tech analyst who is trained in the product, I see a sizable runway in live sports OTT and sports betting with Fubo having key advantages over DraftKings.</li><li>fuboTV put quite a few triple digits on the scoreboard in the last earnings report, which was the strongest first quarter in company history.</li><li>We think Fubo will overtake DraftKings in the next 2-5 years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abb4b11de89884cbc65356c839bcc11\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Ridofranz/iStock via Getty Images</span></p><p>fuboTV(NYSE:FUBO)has been dismissed by quite a few analysts and investors for its negative gross margins. This dismissal, that leans heavily on the lagging financials, is reminiscent of the many times that tech stocks have been misunderstood.</p><p>As a tech analyst who is trained in product, I see a sizable runway in live sports OTT and sports betting with Fubo having key advantages over DraftKings(NASDAQ:DKNG). The management has to execute, and while the market calls this speculation, I call it a product road map.</p><p>First, fuboTV must continue to grow its audience. I made the argument that this is the most essential piece over the coming quarters when the shorts attacked this company. The bearish reports ignored the most important piece to a media company: audience growth. Fubo has handily overcome the challenge of growing its audience year-over-year regardless of the seasonality in sports. The last two quarters could not have gone better in this regard.</p><p>Second, fuboTV must execute on launching a sports betting book. This is easier than the public markets think as Fubo has every required ingredient. Most importantly, competitors such as DraftKings do not have all of the essential ingredients that fuboTV has, and we expect Fubo will see a healthy uptake for this product launch.</p><p>Financials do matter, of course, and as mentioned Fubo is the ultimate challenge for those who rely on financials alone and ignore product. This is because live sports were canceled last year. Short seller reports that dissect a live sports company following covid are exaggerating the effects of a lagging, one-time event. Forward-looking, we have an ad rebound in digital ad spend from 5% last year to 17% this year. Plus, the World Cup is on deck (and hopefully the Olympics) which bodes well for point #1 - audience growth.</p><p>The more popular bet is to go with DraftKings. However, DraftKings is a well-known story that is fully priced. We like the risk/reward of Fubo better due to the fact that this particular company is capturing the live sports OTT trend and will be able to convert high-value users for the sports playbook because they own their audience.</p><p><b>Audience Growth</b></p><p>fuboTV put quite a few triple digits on the scoreboard in the last earnings report, which was the strongest first quarter in company history. Due to the seasonality of sports, Q1 is typically lighter in terms of growth for Fubo, yet the company reported sequential revenue and subscriber growth.</p><p>GAAP of -$0.59 missed by $0.03 and included-$0.02 from expenses associated with the launch of sports betting and -$0.02 due to paying off debt related to senior convertible notes.</p><p>Prior to the earnings report, we reached out to Apptopia to check the app data on Fubo.Apptopia is a provider of competitive intelligence on mobile applications.</p><p>With the information, we issued the following note to our subscribers on April 20th: \"<i>Fubo guided to end Q1 with subscribers of 520,000 to 530,000, representing growth of 82% YoY at the midpoint. Data from Apptopia shows that</i> <b><i>Fubo ended March with approximately 585,000 daily active users</i></b><i>(DAU) versus the Q1 guide for 525,000 paid subscribers at the end of Q1</i>.\"</p><p>Here is the graph we published on April 20th using Apptopia data that led to our estimates of 585,000 DAU.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/895f68e906dfc89fa78a64af90c7df22\" tg-width=\"960\" tg-height=\"568\" referrerpolicy=\"no-referrer\"><span>Here is the graph we published on April 20th using Apptopia data that led to our estimates of 585,000 DAU. Apptopia</span></p><p>On May 11th, the company went on to report 105% year-over-year growth and 8% sequential growth for 590,430 MAUs with subscription revenue increasing 131% YoY to $107.1M. Therefore, we were within 6K subscribers on the estimate.</p><p>Net subscriber additions were approximately 43,000 versus a loss of 28,000 in the same quarter last year, which the company achieved while reducing sales and marketing as a percentage of revenue. Monthly ARPU increased 28% year-over-year and advertising ARPU was up 57%.</p><p>Paid and trial users streamed more than 228 million hours, up 113% YoY. MAUs on average watched 129 hours per month, up 8% YoY.</p><p>This is the second time we accurately tracked Fubo's audience growth with Apptopia data. The first was when we pointed out during a flurry of short reports that the audience growth in Q4 was quite healthy.</p><p>According to Q2 data from Apptopia, as of May 12th, Fubo's growth remains strong on a year-over-year basis. We are currently seeing app downloads tracking at 181% YoY against weak Q2 '20 comps due to the cancellation of sporting events last year.</p><p>Please note that we have extrapolated the data through May 12th to the end of Q2 and we were roughly 46% through the quarter as of last week.</p><p><i>Note: this data is not for earnings calls and readers must do their own due diligence. We are simply sharing information from a mobile analytics firm, which is one of the many channel checks we do when looking at tech stocks.</i></p><p><img src=\"https://static.tigerbbs.com/9f0204f5272da839388d29f7598a10bd\" tg-width=\"958\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p><p><i>Note: this data is not for earnings calls and readers must do their own due diligence. We are simply sharing information from a mobile analytics firm, which is one of the many channel checks we do when looking at tech stock. Apptopia</i></p><p>Fubo is tracking for a sequential QoQ decline in downloads in Q2, but it should be noted that Q2 is historically a weaker quarter than Q1 for Fubo, as evidenced by 2019 pre-pandemic data.</p><p>We are seeing similar trends in average daily active users (DAUs) thus far through Q2, with Fubo on pace for 172% YoY growth and a modest decline sequentially.</p><p><img src=\"https://static.tigerbbs.com/6e10a9ed5ebdc183c3dbaeb5d3cbd0c5\" tg-width=\"958\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p><p><i>Total time spent in the Fubo app is currently on pace for a large YoY increase of 237%, with another modest decline sequentially from Q1. This helps support how sticky Fubo's product is to its audience. Apptopia</i></p><p><img src=\"https://static.tigerbbs.com/74d13d2ac4f115072a2c5efd841b2dd2\" tg-width=\"958\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p><p><i>Fubo raised guidance and expects Q2 revenue of $121M at the midpoint, up 174% YoY, versus consensus of $98.37M, and FY2021 revenue of $525M at the midpoint, up 101% YoY versus consensus of $472.69M. Apptopia</i></p><p>The company also raised guidance for subscribers. For Q2 the company expects 600,0000 to 605,000 subscribers, up 111% YoY and for the full year expects 830,000 to 850,000 subscribers, up 53% YoY at the midpoint.</p><p><b>Live Sports OTT</b></p><p>Not surprisingly, we saw the biggest drop ever in households with cable packages this past year with a record 7.5% decline. Tech Crunch recently stated the 2020 pandemic accelerated the projected cord cutting rate to 31.2 million households last year and is expected to reach 46.6 million households by 2024.</p><p>Even more pertinent, according to a survey compiled by Parks Associates, 55% of cable subscribers state that live sports is an important factor in why they are staying with expensive cable packages. That means of the 77.6 million currently subscribing to cable, satellite and telecom packages, 42 million are live sports fans. This is 10 million more than the size of the current cord-cutting audience, which has taken nearly 15 years to amass (circa 2007).</p><p>In September of last year, AT&T paid $3.75 billion for the exclusive rights to segments of major league baseball. This is a renewal of prior contracts and is a 65% increase from their prior exclusive price tag. The fact that ATT is willing to pay a 65% premium from their last contract shows the importance placed on live sports.</p><p>We can see a similar evidence as to the value placed on live sports with Amazon's purchase for the exclusive rights to the Thursday night NFL games through 2033 at an astounding $100 billion.</p><p>As an investor, I understand fuboTV will not stream every game in every league, and I am aware exclusive rights to various sports may shift through negotiations. In fact,the Tokyo Olympics may be canceled. However, fuboTV is offering me a pure play and the company only needs to corner a percentage of live sports cord-cutters in order to be successful. fuboTV could end up owning 5% of the market or 20% of the market - both look good from this market cap.</p><p>When asked about competitors, Anthony Wood of Roku has stated a few times that any cord-cutting is a windfall for their platform. Similarly, I believe that any NFL fans cutting the cord will be a windfall for Fubo.</p><p>On that note, Fubo offers comprehensive sports coverage. According to a March 2021 press release, Fubo offers \"42 of the top 50 Nielsen-ranked networks across sports, news and entertainment channels,\" plus more than 30,000 movies and TV shows on-demand.</p><p>It's also important to note that Fubo has the exclusive streaming rights to the South American Qatar World Cup 2022. When you consider there are 3.5 billion soccer fans globally, suddenly Amazon's Thursday night NFL deal doesn't seem so make or break (far from it, Thursday is the least popular night).</p><p><b>Sports Betting</b></p><p>In the United Kingdom, sports betting is a $20 billion industry today. There are projections that sports betting will be a $155 billion industry by 2024. To find an opportunity with exposure to this market at a $3 billion market cap is worth a closer look.</p><p>Fubo acquired Balto Sports on December 1st in the company's first strategic move to launch free-to-play games this year. Balto Sports develops tools and contest automation software for users to organize and play fantasy sports games and is a Y-Combinator graduate.</p><p>There was criticism from the short sellers that fuboTV had bought a headline. Yet, there is nothing unusual about a stealth product that needs to attach the technology to an audience. In fact, Fubo plans to beta test its free gaming experience in the next few weeks and this rapid release is likely due to the incubation period that Balto Sports underwent beginning with its time at Y Combinator.</p><p>In Q1, Fubo acquired Vigtory, a sports betting and interactive gaming company, for $37.2 million. The company was founded in 2019. The company is co-founded by a former gaming executive at MGM Resorts and has regulatory approval in New Jersey. Notably, the app has not gone live which is reflected in the price.</p><p>Fubo Sportsbook is expected to launch in Q4. The company has $400 million cash and is planning to spend less than $50 million to launch sports betting, per the Q1 earnings report. Fubo plans to deliver streaming and gaming in one data analytics platform, offering users a seamless experience. We expect the company will see lower customer acquisition costs as a result of owning the audience. Fubo's CEO, David Gandler, said during the most recent earnings call that 30% of users are willing to participate in free-to-play, according to surveys done on the platform, while 22% of paid subscribers are willing to place bets on Fubo.</p><p>Despite short sellers not seeing how or why a sports betting app could merge with live sports content, we now see DraftKings partnering with Sling/DISH. I guess content and sports betting does go together, after all (yes, I'm being sarcastic!) It's surprising that the critics said it cannot be done despite Sky Media having the most successful sports betting model globally.</p><p>From purely a user acquisition standpoint, in-app ads with your own content is nearly frictionless and you have a mountain of data to effectively target. Fubo's ability to gather audience data and appropriately market them, with a deep understanding of preferences, is an advantage that is currently understated. Fubo has first-party data and can specifically tailor an experience, which will either result in higher ARPU from betting or higher ARPU from ad spend.</p><p>DraftKings, meanwhile, has partnered with the number six over-the-top provider, DISH Network/Sling. We think DraftKings sees the potential threat in Fubo having access to first-party data and a closed-circuit loop for user acquisition in sports betting. Notably, DraftKings faces friction here when introducing a new brand name that is not DISH/Sling. Essentially, whatever DraftKings can do with the #6 partnership, Fubo can do better. For example, Fubo can give free sports content away to high value users who spend over $100 on sports betting and offer other rewards that are not possible unless you own the audience. The CEO talks aboutthis here.</p><p>Here is how DraftKings and Fubo compare:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16a47605b4fe768847bafdeb0c10cfe0\" tg-width=\"960\" tg-height=\"442\" referrerpolicy=\"no-referrer\"><span>Source: Author's own.</span></p><p><i>Fubo is already on par with DraftKings in terms of ARPU and has not added sports betting yet. These numbers show that with sports betting, Fubo could potentially see $100 ARPU or greater. I/O Fund</i></p><p>Fubo is already on par with DraftKings in terms of ARPU and has not added sports betting yet. These numbers show that with sports betting, Fubo could potentially see $100 ARPU or greater.</p><p>Notably, DraftKings spends an exorbitant amount on sales and marketing at 82% of revenue. This reflects the cost of acquiring users when you don't own an audience. It's interesting, of course, that the critics of Fubo do not look at the $1.5 billion in net losses that DraftKings accrues on its bottom line. On a forward basis, DraftKings is estimated toreport ($2.82) EPS for fiscal year 2021 compared to Fubo's estimated ($1.96) EPS.</p><p>Notably, despite having 1/3 the revenue and audience size of DraftKings, Fubo is trading at 1/6 the market cap. It's not hard to see the potential here, and clearly a healthier bottom line isn't the reason that DraftKings trades at a 300% higher valuation.</p><p><b>Conclusion:</b></p><p>We officially recommended fuboTV in October and did not hesitate to challenge the shorts in January before the last two earnings reports confirmed the company's strong growth. We specialize in spotting opportunities in tech growth based on product and we were the first analyst (anywhere) to recommend Roku, we were very early to call Nvidia the future for AI during the crypto bust nearly two years before AI drove the data center segment, and we said Zoom's product would go viral six months before covid.</p><p>We are not concerned with broader market weakness that affects short-term price movements. Instead, we look for companies that are executing on a product road map, are capturing a microtrend and are able to scale. Not only do we think Fubo can do this, but we think Fubo will overtake DraftKings in the next 2-5 years.</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>fuboTV: Why I Like This Stock Better Than DraftKings</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\">\nfuboTV: Why I Like This Stock Better Than DraftKings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 21:08 GMT+8 <a href=https://seekingalpha.com/article/4432025-fubotv-why-i-like-this-stock-better-than-draftkings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>fuboTV stock surged 10% in Wednesday morning trading.SummaryAs a tech analyst who is trained in the product, I see a sizable runway in live sports OTT and sports betting with Fubo having key ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432025-fubotv-why-i-like-this-stock-better-than-draftkings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc.","DKNG":"DraftKings Inc."},"source_url":"https://seekingalpha.com/article/4432025-fubotv-why-i-like-this-stock-better-than-draftkings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1186906468","content_text":"fuboTV stock surged 10% in Wednesday morning trading.SummaryAs a tech analyst who is trained in the product, I see a sizable runway in live sports OTT and sports betting with Fubo having key advantages over DraftKings.fuboTV put quite a few triple digits on the scoreboard in the last earnings report, which was the strongest first quarter in company history.We think Fubo will overtake DraftKings in the next 2-5 years.Photo by Ridofranz/iStock via Getty ImagesfuboTV(NYSE:FUBO)has been dismissed by quite a few analysts and investors for its negative gross margins. This dismissal, that leans heavily on the lagging financials, is reminiscent of the many times that tech stocks have been misunderstood.As a tech analyst who is trained in product, I see a sizable runway in live sports OTT and sports betting with Fubo having key advantages over DraftKings(NASDAQ:DKNG). The management has to execute, and while the market calls this speculation, I call it a product road map.First, fuboTV must continue to grow its audience. I made the argument that this is the most essential piece over the coming quarters when the shorts attacked this company. The bearish reports ignored the most important piece to a media company: audience growth. Fubo has handily overcome the challenge of growing its audience year-over-year regardless of the seasonality in sports. The last two quarters could not have gone better in this regard.Second, fuboTV must execute on launching a sports betting book. This is easier than the public markets think as Fubo has every required ingredient. Most importantly, competitors such as DraftKings do not have all of the essential ingredients that fuboTV has, and we expect Fubo will see a healthy uptake for this product launch.Financials do matter, of course, and as mentioned Fubo is the ultimate challenge for those who rely on financials alone and ignore product. This is because live sports were canceled last year. Short seller reports that dissect a live sports company following covid are exaggerating the effects of a lagging, one-time event. Forward-looking, we have an ad rebound in digital ad spend from 5% last year to 17% this year. Plus, the World Cup is on deck (and hopefully the Olympics) which bodes well for point #1 - audience growth.The more popular bet is to go with DraftKings. However, DraftKings is a well-known story that is fully priced. We like the risk/reward of Fubo better due to the fact that this particular company is capturing the live sports OTT trend and will be able to convert high-value users for the sports playbook because they own their audience.Audience GrowthfuboTV put quite a few triple digits on the scoreboard in the last earnings report, which was the strongest first quarter in company history. Due to the seasonality of sports, Q1 is typically lighter in terms of growth for Fubo, yet the company reported sequential revenue and subscriber growth.GAAP of -$0.59 missed by $0.03 and included-$0.02 from expenses associated with the launch of sports betting and -$0.02 due to paying off debt related to senior convertible notes.Prior to the earnings report, we reached out to Apptopia to check the app data on Fubo.Apptopia is a provider of competitive intelligence on mobile applications.With the information, we issued the following note to our subscribers on April 20th: \"Fubo guided to end Q1 with subscribers of 520,000 to 530,000, representing growth of 82% YoY at the midpoint. Data from Apptopia shows that Fubo ended March with approximately 585,000 daily active users(DAU) versus the Q1 guide for 525,000 paid subscribers at the end of Q1.\"Here is the graph we published on April 20th using Apptopia data that led to our estimates of 585,000 DAU.Here is the graph we published on April 20th using Apptopia data that led to our estimates of 585,000 DAU. ApptopiaOn May 11th, the company went on to report 105% year-over-year growth and 8% sequential growth for 590,430 MAUs with subscription revenue increasing 131% YoY to $107.1M. Therefore, we were within 6K subscribers on the estimate.Net subscriber additions were approximately 43,000 versus a loss of 28,000 in the same quarter last year, which the company achieved while reducing sales and marketing as a percentage of revenue. Monthly ARPU increased 28% year-over-year and advertising ARPU was up 57%.Paid and trial users streamed more than 228 million hours, up 113% YoY. MAUs on average watched 129 hours per month, up 8% YoY.This is the second time we accurately tracked Fubo's audience growth with Apptopia data. The first was when we pointed out during a flurry of short reports that the audience growth in Q4 was quite healthy.According to Q2 data from Apptopia, as of May 12th, Fubo's growth remains strong on a year-over-year basis. We are currently seeing app downloads tracking at 181% YoY against weak Q2 '20 comps due to the cancellation of sporting events last year.Please note that we have extrapolated the data through May 12th to the end of Q2 and we were roughly 46% through the quarter as of last week.Note: this data is not for earnings calls and readers must do their own due diligence. We are simply sharing information from a mobile analytics firm, which is one of the many channel checks we do when looking at tech stocks.Note: this data is not for earnings calls and readers must do their own due diligence. We are simply sharing information from a mobile analytics firm, which is one of the many channel checks we do when looking at tech stock. ApptopiaFubo is tracking for a sequential QoQ decline in downloads in Q2, but it should be noted that Q2 is historically a weaker quarter than Q1 for Fubo, as evidenced by 2019 pre-pandemic data.We are seeing similar trends in average daily active users (DAUs) thus far through Q2, with Fubo on pace for 172% YoY growth and a modest decline sequentially.Total time spent in the Fubo app is currently on pace for a large YoY increase of 237%, with another modest decline sequentially from Q1. This helps support how sticky Fubo's product is to its audience. ApptopiaFubo raised guidance and expects Q2 revenue of $121M at the midpoint, up 174% YoY, versus consensus of $98.37M, and FY2021 revenue of $525M at the midpoint, up 101% YoY versus consensus of $472.69M. ApptopiaThe company also raised guidance for subscribers. For Q2 the company expects 600,0000 to 605,000 subscribers, up 111% YoY and for the full year expects 830,000 to 850,000 subscribers, up 53% YoY at the midpoint.Live Sports OTTNot surprisingly, we saw the biggest drop ever in households with cable packages this past year with a record 7.5% decline. Tech Crunch recently stated the 2020 pandemic accelerated the projected cord cutting rate to 31.2 million households last year and is expected to reach 46.6 million households by 2024.Even more pertinent, according to a survey compiled by Parks Associates, 55% of cable subscribers state that live sports is an important factor in why they are staying with expensive cable packages. That means of the 77.6 million currently subscribing to cable, satellite and telecom packages, 42 million are live sports fans. This is 10 million more than the size of the current cord-cutting audience, which has taken nearly 15 years to amass (circa 2007).In September of last year, AT&T paid $3.75 billion for the exclusive rights to segments of major league baseball. This is a renewal of prior contracts and is a 65% increase from their prior exclusive price tag. The fact that ATT is willing to pay a 65% premium from their last contract shows the importance placed on live sports.We can see a similar evidence as to the value placed on live sports with Amazon's purchase for the exclusive rights to the Thursday night NFL games through 2033 at an astounding $100 billion.As an investor, I understand fuboTV will not stream every game in every league, and I am aware exclusive rights to various sports may shift through negotiations. In fact,the Tokyo Olympics may be canceled. However, fuboTV is offering me a pure play and the company only needs to corner a percentage of live sports cord-cutters in order to be successful. fuboTV could end up owning 5% of the market or 20% of the market - both look good from this market cap.When asked about competitors, Anthony Wood of Roku has stated a few times that any cord-cutting is a windfall for their platform. Similarly, I believe that any NFL fans cutting the cord will be a windfall for Fubo.On that note, Fubo offers comprehensive sports coverage. According to a March 2021 press release, Fubo offers \"42 of the top 50 Nielsen-ranked networks across sports, news and entertainment channels,\" plus more than 30,000 movies and TV shows on-demand.It's also important to note that Fubo has the exclusive streaming rights to the South American Qatar World Cup 2022. When you consider there are 3.5 billion soccer fans globally, suddenly Amazon's Thursday night NFL deal doesn't seem so make or break (far from it, Thursday is the least popular night).Sports BettingIn the United Kingdom, sports betting is a $20 billion industry today. There are projections that sports betting will be a $155 billion industry by 2024. To find an opportunity with exposure to this market at a $3 billion market cap is worth a closer look.Fubo acquired Balto Sports on December 1st in the company's first strategic move to launch free-to-play games this year. Balto Sports develops tools and contest automation software for users to organize and play fantasy sports games and is a Y-Combinator graduate.There was criticism from the short sellers that fuboTV had bought a headline. Yet, there is nothing unusual about a stealth product that needs to attach the technology to an audience. In fact, Fubo plans to beta test its free gaming experience in the next few weeks and this rapid release is likely due to the incubation period that Balto Sports underwent beginning with its time at Y Combinator.In Q1, Fubo acquired Vigtory, a sports betting and interactive gaming company, for $37.2 million. The company was founded in 2019. The company is co-founded by a former gaming executive at MGM Resorts and has regulatory approval in New Jersey. Notably, the app has not gone live which is reflected in the price.Fubo Sportsbook is expected to launch in Q4. The company has $400 million cash and is planning to spend less than $50 million to launch sports betting, per the Q1 earnings report. Fubo plans to deliver streaming and gaming in one data analytics platform, offering users a seamless experience. We expect the company will see lower customer acquisition costs as a result of owning the audience. Fubo's CEO, David Gandler, said during the most recent earnings call that 30% of users are willing to participate in free-to-play, according to surveys done on the platform, while 22% of paid subscribers are willing to place bets on Fubo.Despite short sellers not seeing how or why a sports betting app could merge with live sports content, we now see DraftKings partnering with Sling/DISH. I guess content and sports betting does go together, after all (yes, I'm being sarcastic!) It's surprising that the critics said it cannot be done despite Sky Media having the most successful sports betting model globally.From purely a user acquisition standpoint, in-app ads with your own content is nearly frictionless and you have a mountain of data to effectively target. Fubo's ability to gather audience data and appropriately market them, with a deep understanding of preferences, is an advantage that is currently understated. Fubo has first-party data and can specifically tailor an experience, which will either result in higher ARPU from betting or higher ARPU from ad spend.DraftKings, meanwhile, has partnered with the number six over-the-top provider, DISH Network/Sling. We think DraftKings sees the potential threat in Fubo having access to first-party data and a closed-circuit loop for user acquisition in sports betting. Notably, DraftKings faces friction here when introducing a new brand name that is not DISH/Sling. Essentially, whatever DraftKings can do with the #6 partnership, Fubo can do better. For example, Fubo can give free sports content away to high value users who spend over $100 on sports betting and offer other rewards that are not possible unless you own the audience. The CEO talks aboutthis here.Here is how DraftKings and Fubo compare:Source: Author's own.Fubo is already on par with DraftKings in terms of ARPU and has not added sports betting yet. These numbers show that with sports betting, Fubo could potentially see $100 ARPU or greater. I/O FundFubo is already on par with DraftKings in terms of ARPU and has not added sports betting yet. These numbers show that with sports betting, Fubo could potentially see $100 ARPU or greater.Notably, DraftKings spends an exorbitant amount on sales and marketing at 82% of revenue. This reflects the cost of acquiring users when you don't own an audience. It's interesting, of course, that the critics of Fubo do not look at the $1.5 billion in net losses that DraftKings accrues on its bottom line. On a forward basis, DraftKings is estimated toreport ($2.82) EPS for fiscal year 2021 compared to Fubo's estimated ($1.96) EPS.Notably, despite having 1/3 the revenue and audience size of DraftKings, Fubo is trading at 1/6 the market cap. It's not hard to see the potential here, and clearly a healthier bottom line isn't the reason that DraftKings trades at a 300% higher valuation.Conclusion:We officially recommended fuboTV in October and did not hesitate to challenge the shorts in January before the last two earnings reports confirmed the company's strong growth. We specialize in spotting opportunities in tech growth based on product and we were the first analyst (anywhere) to recommend Roku, we were very early to call Nvidia the future for AI during the crypto bust nearly two years before AI drove the data center segment, and we said Zoom's product would go viral six months before covid.We are not concerned with broader market weakness that affects short-term price movements. Instead, we look for companies that are executing on a product road map, are capturing a microtrend and are able to scale. Not only do we think Fubo can do this, but we think Fubo will overtake DraftKings in the next 2-5 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946218680,"gmtCreate":1595862838840,"gmtModify":1704210096113,"author":{"id":"3550053416925059","authorId":"3550053416925059","name":"涨停是常态","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/946218680","repostId":"1135460250","repostType":4,"repost":{"id":"1135460250","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":1595839484,"share":"https://www.laohu8.com/m/news/1135460250?lang=&edition=full","pubTime":"2020-07-27 16:44","market":"sh","language":"zh","title":"黄金、白银价格走高，美股概念股盘前飞涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1135460250","media":"老虎资讯综合","summary":"7月27日讯，最近两周，黄金白银的价格大涨，美股相关概念股盘前走高。美股黄金股盘前走高，哈莫尼黄金涨4.6%，巴里克黄金涨3.2%，纽蒙特矿业涨2.64%，金田 涨7.3%。做多白银ETF盘前走高，二","content":"<p>7月27日讯，最近两周，黄金白银的价格大涨，美股相关概念股盘前走高。</p><p>美股黄金股盘前走高，<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>涨4.6%，<a href=\"https://laohu8.com/S/GOLD\">巴里克黄金</a>涨3.2%，纽蒙特矿业涨2.64%，<a href=\"https://laohu8.com/S/GFI\">金田</a> 涨7.3%。</p><p>做多白银ETF盘前走高，<a href=\"https://laohu8.com/S/AGQ\">二倍做多白银ETF(ProShares)</a> 盘前涨超10%。</p><p>采矿公司$International <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Hill Mines(THM)$盘前一度涨超30%，现涨幅回落至15%。</p><p>截至发稿，黄金8月合约日内涨2.01%，报1935.7美元/盎司；白银9月合约日内涨5.73%，报24.16美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5ee91efb94e0de2b93d72e0a5dc2112\" tg-width=\"1242\" tg-height=\"1050\">来源：Tiger Trade</p><p><b>机构观点</b></p><p><a href=\"https://laohu8.com/S/600918\">中泰证券</a>的分析师在研报中分析了近期投资黄金市场的逻辑，该机构分析指出，贵金属整体齐涨，且金银比明显修复，这一现象往往发生在经济复苏初期，即“货币宽松维持+通胀预期回升”阶段。而随着全球局势的不断紧张，避险情绪又成为金价上涨的最直接催化，金银比也顺势回升，催化变化快。</p><p>该机构分析认为，对于贵金属来说，美国实际利率定方向、避险情绪定波动，而实际利率在一轮完整的贵金属上行周期中又分为“经济萧条”与“经济复苏初期”两个阶段，分别对应的名义利率为主导和通胀预期为主导；避险情绪则为经济周期内各类政治、经济、军事等风险事件。</p><p>该机构分析认为，美国实际利率未到底：疫情对经济的影响更多是节奏的改变，随着恢复期结束也将进入平稳期，但由于美国疫情的二次大面积爆发，经济回升动能在今年下半年仍受到掣肘，这意味着宽松的货币政策不会改变；我们担心今年下半年经济需求进入平稳期后，疫情对资源供应国生产、运输影响将使得工业品价格超预期上涨。虽然美国实际利率已经创出13年以来的历史新低，但是仍未见底。</p><p>中泰证券的分析师指出，避险情绪持续发酵：避险情绪对金价的影响是显而易见的，从历史来看避险情绪带来的相对美国实际利率的溢价最高达到400-500美元，而目前仅为 120 美元附近。而后续全球政治局势或将仍为不可忽视的风险因素。</p><p>金银比修复仍将是大势之一：回顾1998年至今20年间，金银比总体运行于40-80区间，当前金银比回落至85，处于历史高位，反映银价相对金价被低估的实际状况，背后原因在于疫情冲击下，白银工业需求不佳，而随着主要经济体复工复产的推进，金银比亦将得到修复，白银具备超涨期权。</p><p>我们维持前期观点：真实收益率逻辑框架下，未来贵金属上涨的驱动力也将来自 1）经济走弱之势难改，美国远端利率或将继续下行；2）通缩预期的进一步修复。这些都使的黄金的上涨通道顺畅，而随着经济复工复产的推进，白银工业属性恢复，具备超涨期权。3）贵金属仍是今年配置的重点领域之一。</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>黄金、白银价格走高，美股概念股盘前飞涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n黄金、白银价格走高，美股概念股盘前飞涨\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\">2020-07-27 16:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月27日讯，最近两周，黄金白银的价格大涨，美股相关概念股盘前走高。</p><p>美股黄金股盘前走高，<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>涨4.6%，<a href=\"https://laohu8.com/S/GOLD\">巴里克黄金</a>涨3.2%，纽蒙特矿业涨2.64%，<a href=\"https://laohu8.com/S/GFI\">金田</a> 涨7.3%。</p><p>做多白银ETF盘前走高，<a href=\"https://laohu8.com/S/AGQ\">二倍做多白银ETF(ProShares)</a> 盘前涨超10%。</p><p>采矿公司$International <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Hill Mines(THM)$盘前一度涨超30%，现涨幅回落至15%。</p><p>截至发稿，黄金8月合约日内涨2.01%，报1935.7美元/盎司；白银9月合约日内涨5.73%，报24.16美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5ee91efb94e0de2b93d72e0a5dc2112\" tg-width=\"1242\" tg-height=\"1050\">来源：Tiger Trade</p><p><b>机构观点</b></p><p><a href=\"https://laohu8.com/S/600918\">中泰证券</a>的分析师在研报中分析了近期投资黄金市场的逻辑，该机构分析指出，贵金属整体齐涨，且金银比明显修复，这一现象往往发生在经济复苏初期，即“货币宽松维持+通胀预期回升”阶段。而随着全球局势的不断紧张，避险情绪又成为金价上涨的最直接催化，金银比也顺势回升，催化变化快。</p><p>该机构分析认为，对于贵金属来说，美国实际利率定方向、避险情绪定波动，而实际利率在一轮完整的贵金属上行周期中又分为“经济萧条”与“经济复苏初期”两个阶段，分别对应的名义利率为主导和通胀预期为主导；避险情绪则为经济周期内各类政治、经济、军事等风险事件。</p><p>该机构分析认为，美国实际利率未到底：疫情对经济的影响更多是节奏的改变，随着恢复期结束也将进入平稳期，但由于美国疫情的二次大面积爆发，经济回升动能在今年下半年仍受到掣肘，这意味着宽松的货币政策不会改变；我们担心今年下半年经济需求进入平稳期后，疫情对资源供应国生产、运输影响将使得工业品价格超预期上涨。虽然美国实际利率已经创出13年以来的历史新低，但是仍未见底。</p><p>中泰证券的分析师指出，避险情绪持续发酵：避险情绪对金价的影响是显而易见的，从历史来看避险情绪带来的相对美国实际利率的溢价最高达到400-500美元，而目前仅为 120 美元附近。而后续全球政治局势或将仍为不可忽视的风险因素。</p><p>金银比修复仍将是大势之一：回顾1998年至今20年间，金银比总体运行于40-80区间，当前金银比回落至85，处于历史高位，反映银价相对金价被低估的实际状况，背后原因在于疫情冲击下，白银工业需求不佳，而随着主要经济体复工复产的推进，金银比亦将得到修复，白银具备超涨期权。</p><p>我们维持前期观点：真实收益率逻辑框架下，未来贵金属上涨的驱动力也将来自 1）经济走弱之势难改，美国远端利率或将继续下行；2）通缩预期的进一步修复。这些都使的黄金的上涨通道顺畅，而随着经济复工复产的推进，白银工业属性恢复，具备超涨期权。3）贵金属仍是今年配置的重点领域之一。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{"GDX":"黄金矿业ETF-VanEck","AGQ":"二倍做多白银ETF(ProShares)","GLD":"SPDR黄金ETF","DGP":"二倍做多黄金ETN(PowerShares)","UGL":"二倍做多黄金ETF(ProShares)","NUGT":"二倍做多黄金矿业指数ETF-Direxion"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135460250","content_text":"7月27日讯，最近两周，黄金白银的价格大涨，美股相关概念股盘前走高。美股黄金股盘前走高，哈莫尼黄金涨4.6%，巴里克黄金涨3.2%，纽蒙特矿业涨2.64%，金田 涨7.3%。做多白银ETF盘前走高，二倍做多白银ETF(ProShares) 盘前涨超10%。采矿公司$International Tower Hill Mines(THM)$盘前一度涨超30%，现涨幅回落至15%。截至发稿，黄金8月合约日内涨2.01%，报1935.7美元/盎司；白银9月合约日内涨5.73%，报24.16美元/盎司。来源：Tiger Trade机构观点中泰证券的分析师在研报中分析了近期投资黄金市场的逻辑，该机构分析指出，贵金属整体齐涨，且金银比明显修复，这一现象往往发生在经济复苏初期，即“货币宽松维持+通胀预期回升”阶段。而随着全球局势的不断紧张，避险情绪又成为金价上涨的最直接催化，金银比也顺势回升，催化变化快。该机构分析认为，对于贵金属来说，美国实际利率定方向、避险情绪定波动，而实际利率在一轮完整的贵金属上行周期中又分为“经济萧条”与“经济复苏初期”两个阶段，分别对应的名义利率为主导和通胀预期为主导；避险情绪则为经济周期内各类政治、经济、军事等风险事件。该机构分析认为，美国实际利率未到底：疫情对经济的影响更多是节奏的改变，随着恢复期结束也将进入平稳期，但由于美国疫情的二次大面积爆发，经济回升动能在今年下半年仍受到掣肘，这意味着宽松的货币政策不会改变；我们担心今年下半年经济需求进入平稳期后，疫情对资源供应国生产、运输影响将使得工业品价格超预期上涨。虽然美国实际利率已经创出13年以来的历史新低，但是仍未见底。中泰证券的分析师指出，避险情绪持续发酵：避险情绪对金价的影响是显而易见的，从历史来看避险情绪带来的相对美国实际利率的溢价最高达到400-500美元，而目前仅为 120 美元附近。而后续全球政治局势或将仍为不可忽视的风险因素。金银比修复仍将是大势之一：回顾1998年至今20年间，金银比总体运行于40-80区间，当前金银比回落至85，处于历史高位，反映银价相对金价被低估的实际状况，背后原因在于疫情冲击下，白银工业需求不佳，而随着主要经济体复工复产的推进，金银比亦将得到修复，白银具备超涨期权。我们维持前期观点：真实收益率逻辑框架下，未来贵金属上涨的驱动力也将来自 1）经济走弱之势难改，美国远端利率或将继续下行；2）通缩预期的进一步修复。这些都使的黄金的上涨通道顺畅，而随着经济复工复产的推进，白银工业属性恢复，具备超涨期权。3）贵金属仍是今年配置的重点领域之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191635034370176,"gmtCreate":1687793333967,"gmtModify":1687793335223,"author":{"id":"3550053416925059","authorId":"3550053416925059","name":"涨停是常态","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191635034370176","repostId":"1161238895","repostType":4,"repost":{"id":"1161238895","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":1687786195,"share":"https://www.laohu8.com/m/news/1161238895?lang=&edition=full","pubTime":"2023-06-26 21:29","market":"us","language":"zh","title":"开盘 | 美股涨跌不一，特斯拉跌2%，Lucid大涨9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161238895","media":"老虎资讯综合","summary":"道琼斯工业平均指数高开3.36点，涨幅0.01%，报33730.79点。","content":"<html><head></head><body><p>6月26日周一，道琼斯工业平均指数高开3.36点，涨幅0.01%，报33730.79点；标普500指数低开3.49点，跌幅0.08%，报4344.84点；纳斯达克综合指数低开23.77点，跌幅0.18%，报13468.75点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f4ac304db352d677deb7dab7d454aaf\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉低开跌近2%，继摩根士丹利下调其评级后，高盛也将其评级从买入下调至中性。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87e39c6bc9f8ff9e366b884d2088ec71\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>AI、芯片概念股走高，C3.ai涨超4%，AMD涨0.99%，英伟达涨0.64%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/404ae9f105e9a3593a2c67b74959eefc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Lucid大涨逾9%，阿斯顿马丁和Lucid Group宣布签署整合和供应协议，阿斯顿马丁即将能够使用Lucid的电动汽车技术，包括电动动力总成和电池系统。根据拟协议条款，阿斯顿马丁将向Lucid发行28,352,273新的普通股，并分期向Lucid支付现金，发行股票和现金支付的总价值约为2.32亿美元。届时，Lucid Group将成为阿斯顿马丁的股东，持股比例约3.7%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ebc14df7c8a29e89053cc59d4688b16\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>西太平洋合众银行( PacWest Bancorp )涨约7%，西太平洋合众银行同意将其专业金融贷款组合出售给私募股权公司Ares Management，这笔交易将带来20亿美元流动性。</p><p>辉瑞跌超4%，公司宣布停止其实验性肥胖和糖尿病药物lotiglipron的临床开发。研究显示此药会导致肝酶升高，尽管没有参与者报告任何症状或副作用。</p><p>热门中概股走高，小鹏汽车、好未来涨超4%，新东方、哔哩哔哩、理想汽车、唯品会涨超2%，蔚来涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcc109962ca8d7cc89bd9c2a2e52fa90\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></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>开盘 | 美股涨跌不一，特斯拉跌2%，Lucid大涨9%</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开盘 | 美股涨跌不一，特斯拉跌2%，Lucid大涨9%\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\">2023-06-26 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月26日周一，道琼斯工业平均指数高开3.36点，涨幅0.01%，报33730.79点；标普500指数低开3.49点，跌幅0.08%，报4344.84点；纳斯达克综合指数低开23.77点，跌幅0.18%，报13468.75点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f4ac304db352d677deb7dab7d454aaf\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉低开跌近2%，继摩根士丹利下调其评级后，高盛也将其评级从买入下调至中性。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87e39c6bc9f8ff9e366b884d2088ec71\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>AI、芯片概念股走高，C3.ai涨超4%，AMD涨0.99%，英伟达涨0.64%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/404ae9f105e9a3593a2c67b74959eefc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Lucid大涨逾9%，阿斯顿马丁和Lucid Group宣布签署整合和供应协议，阿斯顿马丁即将能够使用Lucid的电动汽车技术，包括电动动力总成和电池系统。根据拟协议条款，阿斯顿马丁将向Lucid发行28,352,273新的普通股，并分期向Lucid支付现金，发行股票和现金支付的总价值约为2.32亿美元。届时，Lucid Group将成为阿斯顿马丁的股东，持股比例约3.7%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ebc14df7c8a29e89053cc59d4688b16\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>西太平洋合众银行( PacWest Bancorp )涨约7%，西太平洋合众银行同意将其专业金融贷款组合出售给私募股权公司Ares Management，这笔交易将带来20亿美元流动性。</p><p>辉瑞跌超4%，公司宣布停止其实验性肥胖和糖尿病药物lotiglipron的临床开发。研究显示此药会导致肝酶升高，尽管没有参与者报告任何症状或副作用。</p><p>热门中概股走高，小鹏汽车、好未来涨超4%，新东方、哔哩哔哩、理想汽车、唯品会涨超2%，蔚来涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcc109962ca8d7cc89bd9c2a2e52fa90\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161238895","content_text":"6月26日周一，道琼斯工业平均指数高开3.36点，涨幅0.01%，报33730.79点；标普500指数低开3.49点，跌幅0.08%，报4344.84点；纳斯达克综合指数低开23.77点，跌幅0.18%，报13468.75点。特斯拉低开跌近2%，继摩根士丹利下调其评级后，高盛也将其评级从买入下调至中性。AI、芯片概念股走高，C3.ai涨超4%，AMD涨0.99%，英伟达涨0.64%。Lucid大涨逾9%，阿斯顿马丁和Lucid Group宣布签署整合和供应协议，阿斯顿马丁即将能够使用Lucid的电动汽车技术，包括电动动力总成和电池系统。根据拟协议条款，阿斯顿马丁将向Lucid发行28,352,273新的普通股，并分期向Lucid支付现金，发行股票和现金支付的总价值约为2.32亿美元。届时，Lucid Group将成为阿斯顿马丁的股东，持股比例约3.7%。西太平洋合众银行( PacWest Bancorp )涨约7%，西太平洋合众银行同意将其专业金融贷款组合出售给私募股权公司Ares Management，这笔交易将带来20亿美元流动性。辉瑞跌超4%，公司宣布停止其实验性肥胖和糖尿病药物lotiglipron的临床开发。研究显示此药会导致肝酶升高，尽管没有参与者报告任何症状或副作用。热门中概股走高，小鹏汽车、好未来涨超4%，新东方、哔哩哔哩、理想汽车、唯品会涨超2%，蔚来涨超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665984438,"gmtCreate":1666893649725,"gmtModify":1666893653229,"author":{"id":"3550053416925059","authorId":"3550053416925059","name":"涨停是常态","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665984438","repostId":"2278383000","repostType":2,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879292347,"gmtCreate":1636726581945,"gmtModify":1636726768596,"author":{"id":"3550053416925059","authorId":"3550053416925059","name":"涨停是常态","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879292347","repostId":"1140308825","repostType":4,"repost":{"id":"1140308825","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1636679780,"share":"https://www.laohu8.com/m/news/1140308825?lang=&edition=full","pubTime":"2021-11-12 09:16","market":"us","language":"zh","title":"巴菲特踩雷新能源骗局，大亏22亿！35个投资基金都栽了","url":"https://stock-news.laohu8.com/highlight/detail?id=1140308825","media":"券商中国","summary":"活久见！“股神”巴菲特竟然被新能源骗局坑了。\n一则美国法院的判决书，揭开了巴菲特的“伤心事”。当地时间11月9日，美国加州当地法院宣布，一家美国太阳能公司的老板Jeff Carpoff因策划了一场超级","content":"<p>活久见！“股神”巴菲特竟然被新能源骗局坑了。</p>\n<p>一则美国法院的判决书，揭开了巴菲特的“伤心事”。当地时间11月9日，美国加州当地法院宣布，一家美国<a href=\"https://laohu8.com/S/000591\">太阳能</a>公司的老板Jeff Carpoff因策划了一场超级“庞氏骗局”，被判处30年监禁。这场“庞氏骗局”时间跨度近8年，涉及35个投资基金，诈骗金额接近10亿美元，巴菲特也成为了其中的“受害者”，损失金额达3.4亿美元（约合人民币22亿元），是加州东部地区史上规模最大的欺诈案件。</p>\n<p>而这并非巴菲特“踩雷”的第一起诈骗案，英国媒体此前报道，巴菲特曾被一家德国企业设局坑骗了6.43亿欧元（约合人民币50亿元）。种种迹象表明，当前的巴菲特变得越来越谨慎，截止今年三季度末，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦的账面现金飙升到了1492亿美元（约合人民币9541亿元），创出历史新高，并在三季度净卖出股票超20亿美元。</p>\n<p>“股神”的谨慎，是否正在在向投资者警示，当前美股的泡沫正在越吹越大？</p>\n<p><b>“股神”踩雷新能源骗局</b></p>\n<p>一场超级“旁氏骗局”，再一次将“股神”巴菲特推上舆论中心。</p>\n<p>当地时间周二，美国加州当地法院宣布，旧金山湾区一家太阳能公司的老板Jeff Carpoff被判处30年监禁。美国联邦检控官称，Carpoff被判处30年监禁的原因是，其策划了一场超级“庞氏骗局”，堪称是加州东部地区历史上最大的刑事欺诈案件。</p>\n<p><img src=\"https://static.tigerbbs.com/bc0749431326d9c6003a8f78004c2355\" tg-width=\"796\" tg-height=\"316\" referrerpolicy=\"no-referrer\"></p>\n<p>据法院披露的信息显示，这场“庞氏骗局”骗取了投资者多达10亿美元，赫赫有名的华尔街“股神”巴菲特也成为了“受害者”之一，损失金额达3.4亿美元。</p>\n<p>据判决书显示，现年50岁的Carpoff当庭承认了电信欺诈和洗钱罪。与此同时，他的妻子Paulette Carpoff也承认参与了洗钱，是本案的共谋，她将于下周被判刑，可能面临最高15年监禁。</p>\n<p>值得一提的是，这场“旁氏骗局”竟然是蹭着新能源的风口，披着“可替代能源创新者”的外衣，大肆敛财，吸引了大量投资者入局。</p>\n<p>起初，Carpoff夫妇共同创办了一家名为DC太阳能的公司(DC Solar)，主要业务是，生产一种移动太阳能发电机组(MSG)，可自由安装于拖车上，Carpoff夫妇大肆宣传，公司生产的太阳能发电机能够将太阳能转化为电能，并为手机信号塔和体育赛事照明提供应急电力，是可替代能源创新者和破局者。</p>\n<p>凭借着新能源概念、税收减免等噱头，Carpoff夫妇向投资者大肆兜售DC太阳能公司的产品，向投资者承诺，购买公司的发电机组，以此获得联邦的新能源税收抵免，再将设备回租给公司便可以获得高额收益回报。</p>\n<p>据美国检察官办公室的一份声明显示，Carpoff夫妇利用类似庞氏骗局的循环支付，进行会计和租赁收入欺诈，该公司用新投资者的钱偿还旧投资者，规模越滚越大。</p>\n<p>同时，Carpoff夫妇大肆夸大公司生产的发电机组数量，一度宣称，公司已经生产销售了多达17000个移动太阳能发电机。另外，Carpoff夫妇还利用虚假财报和租赁合同掩盖真相，向投资者营造生意火爆的假象。</p>\n<p>事实上，DC太阳能公司早就停止了移动发电机组的生产，公司宣传的17000个移动太阳能发电机组中，超过50%都是虚假的，且该公司还造假大量生产设备上的车辆识别码(VIN)，一台设备多次出售，以此来躲避投资者的审查。</p>\n<p>据美国检察官表示，这起“庞氏骗局”是加州东部地区史上规模最大的欺诈案件，时间跨度接近8年，涉及35个投资基金、至少17个受害投资方，诈骗金额接近10亿美元，并让美国纳税人蒙受数亿美元的税收抵免损失。</p>\n<p>令人惊叹的是，Carpoff夫妇的太阳能公司，竟然骗过了“股神”巴菲特，伯克希尔哈撒韦旗下的投资公司也曾投资入股了这家诈骗公司的太阳能项目，最终导致公司蒙受了3.4亿美元的损失。</p>\n<p>据美国媒体报道，这场“庞氏骗局”的主谋Carpoff，原本只是一名汽车修理工，当获悉可以利用太阳能设备提供税收抵免时，便精心设计了上述骗局，在获得的巨额非法收入后，Carpoff夫妇过上了奢侈生活，其中包括150多辆珍奇跑车、32处房产，还有价值1900万美元的私人飞机服务。</p>\n<p><b>更大的骗局：50亿或血本无归</b></p>\n<p>其实，这并非巴菲特“踩雷”的第一起诈骗案。就在2020年5月，英国《卫报》报道，巴菲特被一家德国制造企业设局坑骗了6.43亿欧元（约合人民币50亿元）。</p>\n<p><img src=\"https://static.tigerbbs.com/8f7c3a8c6a8583b0b1b7c3e921ee7337\" tg-width=\"796\" tg-height=\"881\" referrerpolicy=\"no-referrer\"></p>\n<p>这家设局的企业名为威廉·舒尔茨（Wilhelhel Schulz）公司，是德国当地一家中小型家族企业，主要生产管道配件。在德国强大制造业的背书下，许多投资人都非常看好这家公司的发展前景，其中也包括巴菲特。</p>\n<p>基于这一判断，2017年2月，巴菲特掌控的伯克希尔·哈撒维公司，斥资8亿欧元收购了威廉·舒尔茨公司。</p>\n<p>在巴菲特收购后的3个月，这家企业便开始爆雷。2017年5月，一位匿名的内部消息人士发现，这家巴菲特重金收购的威廉·舒尔茨公司，有许多财务数据非常可疑，很可能是伪造了交易额，伪造出生意兴隆的假象，甚至有破产风险。</p>\n<p>据德国当地媒体援引的内部资料称，这家企业的欺诈方式居然是靠“P图”，该公司的员工先扫描了客户公司的信纸，用P图制作了虚假的订单和收据，通过这些文件，至少捏造了47笔业务交易。</p>\n<p>考虑这些造假交易之后，这家公司的实际价值仅有1.57亿欧元，按照纽约仲裁法院的判决，威廉·舒尔茨公司必须补足虚抬的6.43亿欧元的差额。此外，该公司也面临德国当地司法部门的调查，经营状态迅速下滑。</p>\n<p>随后，美国的地方法院确认了仲裁小组的裁定，要求德国威廉·舒尔茨公司向伯克希尔哈撒伟赔偿6.43亿欧元，以弥补其财务造假给该公司造成的损失。但至今仍没有任何进展，德国威廉·舒尔茨公司的经营业绩也陷入困境，或将面临破产的风险，赔偿的难度极大。</p>\n<p>意味着，巴菲特的这笔8亿欧元的投资，很大概率将血本无归。</p>\n<p><b>巴菲特的谨慎，美股的泡沫</b></p>\n<p>从另一个角度来看，四处踩雷，或许是巴菲特不可避免的现实问题。因为，伯克希尔哈撒韦的账面现金储备过于庞大，截止三季度末，手中的现金飙升到了1492亿美元（约合人民币9541亿元），创出历史新高。而伯克希尔哈撒韦要继续保持增长，必须将手中现金投入到有前景的企业股权中，而一旦所投项目过多，个别项目“爆雷”便是必然的结果。</p>\n<p>但，当前的巴菲特似乎越来越谨慎，对外投资并购的项目少得可怜，且面对不断飙升的美股，巴菲特更是慎之又慎，今年三季度，伯克希尔哈撒韦净卖出股票超20亿美元。</p>\n<p>没票可炒的巴菲特，只能买自家股票。据数据显示，自今年9月底至 10 月 27 日期间，巴菲特回购了至少17亿美元伯克希尔哈撒韦公司股票；在刚刚过去的三季度，回购了76亿美元自家股票；而在过去三年间，巴菲特累计回购金额更是高达510亿美元。</p>\n<p>愈发谨慎的巴菲特，或许从另一个侧面在向投资者警示，当前美股的泡沫正在越吹越大。</p>\n<p>目前标普500指数按未来12个月预期利润计算的市盈率已经达到21.6倍，如果以市值为权重来看的话，该指数的市盈率更高，达到近33倍。另外，美股泡沫的五大迹象：大量流动性、杠杆大幅上升、股市“民主化”、IPO数量增加和交易量增加，已全部涌现。</p>\n<p>当前华尔街关于美股泡沫的警告声音越来越多，近日，华尔街传奇投资人杰里米·格兰瑟姆曾警告称，美国股市正处于“巨大的泡沫”中，史上最长牛市濒临尾声，警惕多资产泡沫破裂。</p>\n<p>美股未来走势的关键仍取决于美联储。前不久，美联储已经宣布启动缩表，意味着这一轮量化宽松即将画上句号。美联储“大鹰派”布拉德日前更是表示，预计美联储在结束债券购买计划后，将在2022年两次上调基准利率。</p>\n<p>一旦这个预期成真，全球市场美元供给紧张的局面将会加速出现，美国股市连续上涨13年所吹出的泡沫，会再度迎来考验。</p>\n<p>另外，美国通胀率也正在给美联储施压，据最新数据显示，美国10月CPI年率未季调达到6.2%，创下31年来最高跌幅。美国总统拜登紧急表态称，扭转通胀已是当务之急。</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>巴菲特踩雷新能源骗局，大亏22亿！35个投资基金都栽了</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\">\n巴菲特踩雷新能源骗局，大亏22亿！35个投资基金都栽了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-11-12 09:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>活久见！“股神”巴菲特竟然被新能源骗局坑了。</p>\n<p>一则美国法院的判决书，揭开了巴菲特的“伤心事”。当地时间11月9日，美国加州当地法院宣布，一家美国<a href=\"https://laohu8.com/S/000591\">太阳能</a>公司的老板Jeff Carpoff因策划了一场超级“庞氏骗局”，被判处30年监禁。这场“庞氏骗局”时间跨度近8年，涉及35个投资基金，诈骗金额接近10亿美元，巴菲特也成为了其中的“受害者”，损失金额达3.4亿美元（约合人民币22亿元），是加州东部地区史上规模最大的欺诈案件。</p>\n<p>而这并非巴菲特“踩雷”的第一起诈骗案，英国媒体此前报道，巴菲特曾被一家德国企业设局坑骗了6.43亿欧元（约合人民币50亿元）。种种迹象表明，当前的巴菲特变得越来越谨慎，截止今年三季度末，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦的账面现金飙升到了1492亿美元（约合人民币9541亿元），创出历史新高，并在三季度净卖出股票超20亿美元。</p>\n<p>“股神”的谨慎，是否正在在向投资者警示，当前美股的泡沫正在越吹越大？</p>\n<p><b>“股神”踩雷新能源骗局</b></p>\n<p>一场超级“旁氏骗局”，再一次将“股神”巴菲特推上舆论中心。</p>\n<p>当地时间周二，美国加州当地法院宣布，旧金山湾区一家太阳能公司的老板Jeff Carpoff被判处30年监禁。美国联邦检控官称，Carpoff被判处30年监禁的原因是，其策划了一场超级“庞氏骗局”，堪称是加州东部地区历史上最大的刑事欺诈案件。</p>\n<p><img src=\"https://static.tigerbbs.com/bc0749431326d9c6003a8f78004c2355\" tg-width=\"796\" tg-height=\"316\" referrerpolicy=\"no-referrer\"></p>\n<p>据法院披露的信息显示，这场“庞氏骗局”骗取了投资者多达10亿美元，赫赫有名的华尔街“股神”巴菲特也成为了“受害者”之一，损失金额达3.4亿美元。</p>\n<p>据判决书显示，现年50岁的Carpoff当庭承认了电信欺诈和洗钱罪。与此同时，他的妻子Paulette Carpoff也承认参与了洗钱，是本案的共谋，她将于下周被判刑，可能面临最高15年监禁。</p>\n<p>值得一提的是，这场“旁氏骗局”竟然是蹭着新能源的风口，披着“可替代能源创新者”的外衣，大肆敛财，吸引了大量投资者入局。</p>\n<p>起初，Carpoff夫妇共同创办了一家名为DC太阳能的公司(DC Solar)，主要业务是，生产一种移动太阳能发电机组(MSG)，可自由安装于拖车上，Carpoff夫妇大肆宣传，公司生产的太阳能发电机能够将太阳能转化为电能，并为手机信号塔和体育赛事照明提供应急电力，是可替代能源创新者和破局者。</p>\n<p>凭借着新能源概念、税收减免等噱头，Carpoff夫妇向投资者大肆兜售DC太阳能公司的产品，向投资者承诺，购买公司的发电机组，以此获得联邦的新能源税收抵免，再将设备回租给公司便可以获得高额收益回报。</p>\n<p>据美国检察官办公室的一份声明显示，Carpoff夫妇利用类似庞氏骗局的循环支付，进行会计和租赁收入欺诈，该公司用新投资者的钱偿还旧投资者，规模越滚越大。</p>\n<p>同时，Carpoff夫妇大肆夸大公司生产的发电机组数量，一度宣称，公司已经生产销售了多达17000个移动太阳能发电机。另外，Carpoff夫妇还利用虚假财报和租赁合同掩盖真相，向投资者营造生意火爆的假象。</p>\n<p>事实上，DC太阳能公司早就停止了移动发电机组的生产，公司宣传的17000个移动太阳能发电机组中，超过50%都是虚假的，且该公司还造假大量生产设备上的车辆识别码(VIN)，一台设备多次出售，以此来躲避投资者的审查。</p>\n<p>据美国检察官表示，这起“庞氏骗局”是加州东部地区史上规模最大的欺诈案件，时间跨度接近8年，涉及35个投资基金、至少17个受害投资方，诈骗金额接近10亿美元，并让美国纳税人蒙受数亿美元的税收抵免损失。</p>\n<p>令人惊叹的是，Carpoff夫妇的太阳能公司，竟然骗过了“股神”巴菲特，伯克希尔哈撒韦旗下的投资公司也曾投资入股了这家诈骗公司的太阳能项目，最终导致公司蒙受了3.4亿美元的损失。</p>\n<p>据美国媒体报道，这场“庞氏骗局”的主谋Carpoff，原本只是一名汽车修理工，当获悉可以利用太阳能设备提供税收抵免时，便精心设计了上述骗局，在获得的巨额非法收入后，Carpoff夫妇过上了奢侈生活，其中包括150多辆珍奇跑车、32处房产，还有价值1900万美元的私人飞机服务。</p>\n<p><b>更大的骗局：50亿或血本无归</b></p>\n<p>其实，这并非巴菲特“踩雷”的第一起诈骗案。就在2020年5月，英国《卫报》报道，巴菲特被一家德国制造企业设局坑骗了6.43亿欧元（约合人民币50亿元）。</p>\n<p><img src=\"https://static.tigerbbs.com/8f7c3a8c6a8583b0b1b7c3e921ee7337\" tg-width=\"796\" tg-height=\"881\" referrerpolicy=\"no-referrer\"></p>\n<p>这家设局的企业名为威廉·舒尔茨（Wilhelhel Schulz）公司，是德国当地一家中小型家族企业，主要生产管道配件。在德国强大制造业的背书下，许多投资人都非常看好这家公司的发展前景，其中也包括巴菲特。</p>\n<p>基于这一判断，2017年2月，巴菲特掌控的伯克希尔·哈撒维公司，斥资8亿欧元收购了威廉·舒尔茨公司。</p>\n<p>在巴菲特收购后的3个月，这家企业便开始爆雷。2017年5月，一位匿名的内部消息人士发现，这家巴菲特重金收购的威廉·舒尔茨公司，有许多财务数据非常可疑，很可能是伪造了交易额，伪造出生意兴隆的假象，甚至有破产风险。</p>\n<p>据德国当地媒体援引的内部资料称，这家企业的欺诈方式居然是靠“P图”，该公司的员工先扫描了客户公司的信纸，用P图制作了虚假的订单和收据，通过这些文件，至少捏造了47笔业务交易。</p>\n<p>考虑这些造假交易之后，这家公司的实际价值仅有1.57亿欧元，按照纽约仲裁法院的判决，威廉·舒尔茨公司必须补足虚抬的6.43亿欧元的差额。此外，该公司也面临德国当地司法部门的调查，经营状态迅速下滑。</p>\n<p>随后，美国的地方法院确认了仲裁小组的裁定，要求德国威廉·舒尔茨公司向伯克希尔哈撒伟赔偿6.43亿欧元，以弥补其财务造假给该公司造成的损失。但至今仍没有任何进展，德国威廉·舒尔茨公司的经营业绩也陷入困境，或将面临破产的风险，赔偿的难度极大。</p>\n<p>意味着，巴菲特的这笔8亿欧元的投资，很大概率将血本无归。</p>\n<p><b>巴菲特的谨慎，美股的泡沫</b></p>\n<p>从另一个角度来看，四处踩雷，或许是巴菲特不可避免的现实问题。因为，伯克希尔哈撒韦的账面现金储备过于庞大，截止三季度末，手中的现金飙升到了1492亿美元（约合人民币9541亿元），创出历史新高。而伯克希尔哈撒韦要继续保持增长，必须将手中现金投入到有前景的企业股权中，而一旦所投项目过多，个别项目“爆雷”便是必然的结果。</p>\n<p>但，当前的巴菲特似乎越来越谨慎，对外投资并购的项目少得可怜，且面对不断飙升的美股，巴菲特更是慎之又慎，今年三季度，伯克希尔哈撒韦净卖出股票超20亿美元。</p>\n<p>没票可炒的巴菲特，只能买自家股票。据数据显示，自今年9月底至 10 月 27 日期间，巴菲特回购了至少17亿美元伯克希尔哈撒韦公司股票；在刚刚过去的三季度，回购了76亿美元自家股票；而在过去三年间，巴菲特累计回购金额更是高达510亿美元。</p>\n<p>愈发谨慎的巴菲特，或许从另一个侧面在向投资者警示，当前美股的泡沫正在越吹越大。</p>\n<p>目前标普500指数按未来12个月预期利润计算的市盈率已经达到21.6倍，如果以市值为权重来看的话，该指数的市盈率更高，达到近33倍。另外，美股泡沫的五大迹象：大量流动性、杠杆大幅上升、股市“民主化”、IPO数量增加和交易量增加，已全部涌现。</p>\n<p>当前华尔街关于美股泡沫的警告声音越来越多，近日，华尔街传奇投资人杰里米·格兰瑟姆曾警告称，美国股市正处于“巨大的泡沫”中，史上最长牛市濒临尾声，警惕多资产泡沫破裂。</p>\n<p>美股未来走势的关键仍取决于美联储。前不久，美联储已经宣布启动缩表，意味着这一轮量化宽松即将画上句号。美联储“大鹰派”布拉德日前更是表示，预计美联储在结束债券购买计划后，将在2022年两次上调基准利率。</p>\n<p>一旦这个预期成真，全球市场美元供给紧张的局面将会加速出现，美国股市连续上涨13年所吹出的泡沫，会再度迎来考验。</p>\n<p>另外，美国通胀率也正在给美联储施压，据最新数据显示，美国10月CPI年率未季调达到6.2%，创下31年来最高跌幅。美国总统拜登紧急表态称，扭转通胀已是当务之急。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee8356647b06585ac937a0f45e6aeb17","relate_stocks":{"159875":"新能源","160640":"新能源","399941":"新能源","BRK.A":"伯克希尔","000941.SH":"新能源","BRK.B":"伯克希尔B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140308825","content_text":"活久见！“股神”巴菲特竟然被新能源骗局坑了。\n一则美国法院的判决书，揭开了巴菲特的“伤心事”。当地时间11月9日，美国加州当地法院宣布，一家美国太阳能公司的老板Jeff Carpoff因策划了一场超级“庞氏骗局”，被判处30年监禁。这场“庞氏骗局”时间跨度近8年，涉及35个投资基金，诈骗金额接近10亿美元，巴菲特也成为了其中的“受害者”，损失金额达3.4亿美元（约合人民币22亿元），是加州东部地区史上规模最大的欺诈案件。\n而这并非巴菲特“踩雷”的第一起诈骗案，英国媒体此前报道，巴菲特曾被一家德国企业设局坑骗了6.43亿欧元（约合人民币50亿元）。种种迹象表明，当前的巴菲特变得越来越谨慎，截止今年三季度末，伯克希尔哈撒韦的账面现金飙升到了1492亿美元（约合人民币9541亿元），创出历史新高，并在三季度净卖出股票超20亿美元。\n“股神”的谨慎，是否正在在向投资者警示，当前美股的泡沫正在越吹越大？\n“股神”踩雷新能源骗局\n一场超级“旁氏骗局”，再一次将“股神”巴菲特推上舆论中心。\n当地时间周二，美国加州当地法院宣布，旧金山湾区一家太阳能公司的老板Jeff Carpoff被判处30年监禁。美国联邦检控官称，Carpoff被判处30年监禁的原因是，其策划了一场超级“庞氏骗局”，堪称是加州东部地区历史上最大的刑事欺诈案件。\n\n据法院披露的信息显示，这场“庞氏骗局”骗取了投资者多达10亿美元，赫赫有名的华尔街“股神”巴菲特也成为了“受害者”之一，损失金额达3.4亿美元。\n据判决书显示，现年50岁的Carpoff当庭承认了电信欺诈和洗钱罪。与此同时，他的妻子Paulette Carpoff也承认参与了洗钱，是本案的共谋，她将于下周被判刑，可能面临最高15年监禁。\n值得一提的是，这场“旁氏骗局”竟然是蹭着新能源的风口，披着“可替代能源创新者”的外衣，大肆敛财，吸引了大量投资者入局。\n起初，Carpoff夫妇共同创办了一家名为DC太阳能的公司(DC Solar)，主要业务是，生产一种移动太阳能发电机组(MSG)，可自由安装于拖车上，Carpoff夫妇大肆宣传，公司生产的太阳能发电机能够将太阳能转化为电能，并为手机信号塔和体育赛事照明提供应急电力，是可替代能源创新者和破局者。\n凭借着新能源概念、税收减免等噱头，Carpoff夫妇向投资者大肆兜售DC太阳能公司的产品，向投资者承诺，购买公司的发电机组，以此获得联邦的新能源税收抵免，再将设备回租给公司便可以获得高额收益回报。\n据美国检察官办公室的一份声明显示，Carpoff夫妇利用类似庞氏骗局的循环支付，进行会计和租赁收入欺诈，该公司用新投资者的钱偿还旧投资者，规模越滚越大。\n同时，Carpoff夫妇大肆夸大公司生产的发电机组数量，一度宣称，公司已经生产销售了多达17000个移动太阳能发电机。另外，Carpoff夫妇还利用虚假财报和租赁合同掩盖真相，向投资者营造生意火爆的假象。\n事实上，DC太阳能公司早就停止了移动发电机组的生产，公司宣传的17000个移动太阳能发电机组中，超过50%都是虚假的，且该公司还造假大量生产设备上的车辆识别码(VIN)，一台设备多次出售，以此来躲避投资者的审查。\n据美国检察官表示，这起“庞氏骗局”是加州东部地区史上规模最大的欺诈案件，时间跨度接近8年，涉及35个投资基金、至少17个受害投资方，诈骗金额接近10亿美元，并让美国纳税人蒙受数亿美元的税收抵免损失。\n令人惊叹的是，Carpoff夫妇的太阳能公司，竟然骗过了“股神”巴菲特，伯克希尔哈撒韦旗下的投资公司也曾投资入股了这家诈骗公司的太阳能项目，最终导致公司蒙受了3.4亿美元的损失。\n据美国媒体报道，这场“庞氏骗局”的主谋Carpoff，原本只是一名汽车修理工，当获悉可以利用太阳能设备提供税收抵免时，便精心设计了上述骗局，在获得的巨额非法收入后，Carpoff夫妇过上了奢侈生活，其中包括150多辆珍奇跑车、32处房产，还有价值1900万美元的私人飞机服务。\n更大的骗局：50亿或血本无归\n其实，这并非巴菲特“踩雷”的第一起诈骗案。就在2020年5月，英国《卫报》报道，巴菲特被一家德国制造企业设局坑骗了6.43亿欧元（约合人民币50亿元）。\n\n这家设局的企业名为威廉·舒尔茨（Wilhelhel Schulz）公司，是德国当地一家中小型家族企业，主要生产管道配件。在德国强大制造业的背书下，许多投资人都非常看好这家公司的发展前景，其中也包括巴菲特。\n基于这一判断，2017年2月，巴菲特掌控的伯克希尔·哈撒维公司，斥资8亿欧元收购了威廉·舒尔茨公司。\n在巴菲特收购后的3个月，这家企业便开始爆雷。2017年5月，一位匿名的内部消息人士发现，这家巴菲特重金收购的威廉·舒尔茨公司，有许多财务数据非常可疑，很可能是伪造了交易额，伪造出生意兴隆的假象，甚至有破产风险。\n据德国当地媒体援引的内部资料称，这家企业的欺诈方式居然是靠“P图”，该公司的员工先扫描了客户公司的信纸，用P图制作了虚假的订单和收据，通过这些文件，至少捏造了47笔业务交易。\n考虑这些造假交易之后，这家公司的实际价值仅有1.57亿欧元，按照纽约仲裁法院的判决，威廉·舒尔茨公司必须补足虚抬的6.43亿欧元的差额。此外，该公司也面临德国当地司法部门的调查，经营状态迅速下滑。\n随后，美国的地方法院确认了仲裁小组的裁定，要求德国威廉·舒尔茨公司向伯克希尔哈撒伟赔偿6.43亿欧元，以弥补其财务造假给该公司造成的损失。但至今仍没有任何进展，德国威廉·舒尔茨公司的经营业绩也陷入困境，或将面临破产的风险，赔偿的难度极大。\n意味着，巴菲特的这笔8亿欧元的投资，很大概率将血本无归。\n巴菲特的谨慎，美股的泡沫\n从另一个角度来看，四处踩雷，或许是巴菲特不可避免的现实问题。因为，伯克希尔哈撒韦的账面现金储备过于庞大，截止三季度末，手中的现金飙升到了1492亿美元（约合人民币9541亿元），创出历史新高。而伯克希尔哈撒韦要继续保持增长，必须将手中现金投入到有前景的企业股权中，而一旦所投项目过多，个别项目“爆雷”便是必然的结果。\n但，当前的巴菲特似乎越来越谨慎，对外投资并购的项目少得可怜，且面对不断飙升的美股，巴菲特更是慎之又慎，今年三季度，伯克希尔哈撒韦净卖出股票超20亿美元。\n没票可炒的巴菲特，只能买自家股票。据数据显示，自今年9月底至 10 月 27 日期间，巴菲特回购了至少17亿美元伯克希尔哈撒韦公司股票；在刚刚过去的三季度，回购了76亿美元自家股票；而在过去三年间，巴菲特累计回购金额更是高达510亿美元。\n愈发谨慎的巴菲特，或许从另一个侧面在向投资者警示，当前美股的泡沫正在越吹越大。\n目前标普500指数按未来12个月预期利润计算的市盈率已经达到21.6倍，如果以市值为权重来看的话，该指数的市盈率更高，达到近33倍。另外，美股泡沫的五大迹象：大量流动性、杠杆大幅上升、股市“民主化”、IPO数量增加和交易量增加，已全部涌现。\n当前华尔街关于美股泡沫的警告声音越来越多，近日，华尔街传奇投资人杰里米·格兰瑟姆曾警告称，美国股市正处于“巨大的泡沫”中，史上最长牛市濒临尾声，警惕多资产泡沫破裂。\n美股未来走势的关键仍取决于美联储。前不久，美联储已经宣布启动缩表，意味着这一轮量化宽松即将画上句号。美联储“大鹰派”布拉德日前更是表示，预计美联储在结束债券购买计划后，将在2022年两次上调基准利率。\n一旦这个预期成真，全球市场美元供给紧张的局面将会加速出现，美国股市连续上涨13年所吹出的泡沫，会再度迎来考验。\n另外，美国通胀率也正在给美联储施压，据最新数据显示，美国10月CPI年率未季调达到6.2%，创下31年来最高跌幅。美国总统拜登紧急表态称，扭转通胀已是当务之急。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366956881,"gmtCreate":1614387168643,"gmtModify":1703477155822,"author":{"id":"3550053416925059","authorId":"3550053416925059","name":"涨停是常态","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366956881","repostId":"1156495086","repostType":4,"repost":{"id":"1156495086","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":1614351451,"share":"https://www.laohu8.com/m/news/1156495086?lang=&edition=full","pubTime":"2021-02-26 22:57","market":"us","language":"zh","title":"美股新能源汽车股下挫，Nikola跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1156495086","media":"老虎资讯综合","summary":"2月26日盘初，美股新能源汽车股下挫，Nikola跌超5%，百度跌近5%，小鹏汽车、蔚来跌超2%，理想汽车、特斯拉跌超1%。","content":"<p>2月26日盘初，美股新能源汽车股下挫，Nikola跌超5%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌近5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超1%。</p><p><img src=\"https://static.tigerbbs.com/bc7819f0b86b7345477f0d84fb7c2d61\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>美股新能源汽车股下挫，Nikola跌超5%</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美股新能源汽车股下挫，Nikola跌超5%\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\">2021-02-26 22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月26日盘初，美股新能源汽车股下挫，Nikola跌超5%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌近5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超1%。</p><p><img src=\"https://static.tigerbbs.com/bc7819f0b86b7345477f0d84fb7c2d61\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11fb5ef0b1cb032e12ea701b85e5650d","relate_stocks":{"BIDU":"百度","NKLA":"Nikola Corporation","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156495086","content_text":"2月26日盘初，美股新能源汽车股下挫，Nikola跌超5%，百度跌近5%，小鹏汽车、蔚来跌超2%，理想汽车、特斯拉跌超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319872047,"gmtCreate":1611572673089,"gmtModify":1703751049395,"author":{"id":"3550053416925059","authorId":"3550053416925059","name":"涨停是常态","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319872047","repostId":"2105511504","repostType":2,"repost":{"id":"2105511504","pubTimestamp":1611263100,"share":"https://www.laohu8.com/m/news/2105511504?lang=&edition=full","pubTime":"2021-01-22 05:05","market":"us","language":"en","title":"BigCommerce to Announce Fourth Quarter and Fiscal Year 2020 Financial Results on February 18, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2105511504","media":"GlobeNewswire","summary":"Conference Call Scheduled for February 18, 2021 at 5:00 p.m. ET\nAUSTIN, Texas, Jan. 21, 2021 (GLOBE ","content":"<html><body><p><strong>Conference Call Scheduled for February 18, 2021 at 5:00 p.m. ET</strong><br/></p>\n<p>AUSTIN, Texas, Jan. 21, 2021 (GLOBE NEWSWIRE) -- <a href=\"https://laohu8.com/S/BIGC\">BigCommerce Holdings</a>, Inc. (“BigCommerce”) (Nasdaq: BIGC), a leading software as-a-service (SaaS) ecommerce platform that empowers merchants of all sizes to build, innovate and grow their businesses online, today announced that it will report its financial results for the fourth quarter and fiscal year ended December 31, 2020 after market close on Thursday, February 18, 2021.</p>\n<p>The financial results and business highlights will be discussed on a conference call and webcast scheduled at 4:00 p.m. CT (5:00 p.m. ET) on Thursday, February 18, 2021. The conference call can be accessed by dialing (833) 519-1347 from the United States and Canada or (914) 800-3909 internationally with conference ID 7799601. The live webcast of the conference call can be accessed from BigCommerce’s investor relations website at <u>http://investors.bigcommerce.com</u>.</p>\n<p>Following the completion of the call through 8:00 p.m. ET on February 25, 2021, a telephone replay will be available by dialing (855) 859-2056 from the United States and Canada or (404) 537-3406 internationally with conference ID 7799601. A webcast replay will also be available at <u>http://investors.bigcommerce.com</u> for 12 months.</p>\n<p><strong>About BigCommerce </strong><br/>BigCommerce is a leading software-as-a-service (SaaS) ecommerce platform that empowers merchants of all sizes to build, innovate and grow their businesses online. As a leading open SaaS solution, BigCommerce provides merchants sophisticated enterprise-grade functionality, customization and performance with simplicity and ease-of-use. Tens of thousands of B2B and B2C companies across 150 countries and numerous industries use BigCommerce to create beautiful, engaging online stores, including Ben & Jerry’s, Molton Brown, S.C. Johnson, <a href=\"https://laohu8.com/S/SKUL\">Skullcandy</a>, Sony, Vodafone and Woolrich. Headquartered in Austin, BigCommerce has offices in San Francisco, Sydney and London. For more information, please visit <u>www.bigcommerce.com</u> or follow us on <u><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></u>, <u>LinkedIn</u>, <u>Instagram</u> and <u><a href=\"https://laohu8.com/S/FB\">Facebook</a></u>.<br/><br/></p>\n<table>\n<tbody>\n<tr>\n<td><strong>Media Relations Contact</strong><br/>Rachael Hensley<br/><u>PR@BigCommerce.com</u><br/><br/>ICR PR for BigCommerce<br/><u>BigCommerceICRPR@icrinc.com</u> <br/></td>\n<td><strong>Investor Relations Contact</strong><br/>Daniel Lentz<br/><u>InvestorRelations@BigCommerce.com</u> <br/>512-865-4599<br/><br/> <strong> </strong></td>\n</tr>\n</tbody>\n</table>\n<p>Source: BigCommerce Holdings, Inc.</p>\n<br/>\n<img height=\"1\" src=\"https://ml.globenewswire.com/release/track/034d49e0-5051-413c-b6ae-c729ba272165\" width=\"1\"/></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>BigCommerce to Announce Fourth Quarter and Fiscal Year 2020 Financial Results on February 18, 2021</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\">\nBigCommerce to Announce Fourth Quarter and Fiscal Year 2020 Financial Results on February 18, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-22 05:05 GMT+8 <a href=https://finance.yahoo.com/news/bigcommerce-announce-fourth-quarter-fiscal-210500094.html><strong>GlobeNewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Conference Call Scheduled for February 18, 2021 at 5:00 p.m. ET\nAUSTIN, Texas, Jan. 21, 2021 (GLOBE NEWSWIRE) -- BigCommerce Holdings, Inc. (“BigCommerce”) (Nasdaq: BIGC), a leading software as-a-...</p>\n\n<a href=\"https://finance.yahoo.com/news/bigcommerce-announce-fourth-quarter-fiscal-210500094.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIGC":"BigCommerce Holdings"},"source_url":"https://finance.yahoo.com/news/bigcommerce-announce-fourth-quarter-fiscal-210500094.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2105511504","content_text":"Conference Call Scheduled for February 18, 2021 at 5:00 p.m. ET\nAUSTIN, Texas, Jan. 21, 2021 (GLOBE NEWSWIRE) -- BigCommerce Holdings, Inc. (“BigCommerce”) (Nasdaq: BIGC), a leading software as-a-service (SaaS) ecommerce platform that empowers merchants of all sizes to build, innovate and grow their businesses online, today announced that it will report its financial results for the fourth quarter and fiscal year ended December 31, 2020 after market close on Thursday, February 18, 2021.\nThe financial results and business highlights will be discussed on a conference call and webcast scheduled at 4:00 p.m. CT (5:00 p.m. ET) on Thursday, February 18, 2021. The conference call can be accessed by dialing (833) 519-1347 from the United States and Canada or (914) 800-3909 internationally with conference ID 7799601. The live webcast of the conference call can be accessed from BigCommerce’s investor relations website at http://investors.bigcommerce.com.\nFollowing the completion of the call through 8:00 p.m. ET on February 25, 2021, a telephone replay will be available by dialing (855) 859-2056 from the United States and Canada or (404) 537-3406 internationally with conference ID 7799601. A webcast replay will also be available at http://investors.bigcommerce.com for 12 months.\nAbout BigCommerce BigCommerce is a leading software-as-a-service (SaaS) ecommerce platform that empowers merchants of all sizes to build, innovate and grow their businesses online. As a leading open SaaS solution, BigCommerce provides merchants sophisticated enterprise-grade functionality, customization and performance with simplicity and ease-of-use. Tens of thousands of B2B and B2C companies across 150 countries and numerous industries use BigCommerce to create beautiful, engaging online stores, including Ben & Jerry’s, Molton Brown, S.C. Johnson, Skullcandy, Sony, Vodafone and Woolrich. Headquartered in Austin, BigCommerce has offices in San Francisco, Sydney and London. For more information, please visit www.bigcommerce.com or follow us on Twitter, LinkedIn, Instagram and Facebook.\n\n\n\nMedia Relations ContactRachael HensleyPR@BigCommerce.comICR PR for BigCommerceBigCommerceICRPR@icrinc.com \nInvestor Relations ContactDaniel LentzInvestorRelations@BigCommerce.com 512-865-4599 \n\n\n\nSource: BigCommerce Holdings, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392237407,"gmtCreate":1607444309109,"gmtModify":1703848008423,"author":{"id":"3550053416925059","authorId":"3550053416925059","name":"涨停是常态","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"你","listText":"你","text":"你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392237407","repostId":"2089202149","repostType":2,"repost":{"id":"2089202149","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":1607432291,"share":"https://www.laohu8.com/m/news/2089202149?lang=&edition=full","pubTime":"2020-12-08 20:58","market":"hk","language":"en","title":"Liquidity Service Q4 Adj. EPS $0.23 Beats $0.01 Estimate, Sales $55.90M Beat $53.48M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2089202149","media":"Benzinga","summary":"Liquidity Service (NASDAQ:LQDT) reported quarterly earnings of $0.23 per share which beat the analyst consensus estimate of $0.01 by 2200 percent. This is a 428.57 percent increase over losses of $(0.07) per share from","content":"<html><body><p>Liquidity Service (NASDAQ:LQDT) reported quarterly earnings of $0.23 per share which beat the analyst consensus estimate of $0.01 by 2200 percent. This is a 428.57 percent increase over losses of $(0.07) per share from the same period last year. The company reported quarterly sales of $55.90 million which beat the analyst consensus estimate of $53.48 million by 4.53 percent. This is a 4.93 percent decrease over sales of $58.80 million the same period last year.</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>Liquidity Service Q4 Adj. EPS $0.23 Beats $0.01 Estimate, Sales $55.90M Beat $53.48M Estimate</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\">\nLiquidity Service Q4 Adj. EPS $0.23 Beats $0.01 Estimate, Sales $55.90M Beat $53.48M Estimate\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\">2020-12-08 20:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Liquidity Service (NASDAQ:LQDT) reported quarterly earnings of $0.23 per share which beat the analyst consensus estimate of $0.01 by 2200 percent. This is a 428.57 percent increase over losses of $(0.07) per share from the same period last year. The company reported quarterly sales of $55.90 million which beat the analyst consensus estimate of $53.48 million by 4.53 percent. This is a 4.93 percent decrease over sales of $58.80 million the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LQDT":"Liquidity Services"},"source_url":"https://www.benzinga.com/node/18690453","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2089202149","content_text":"Liquidity Service (NASDAQ:LQDT) reported quarterly earnings of $0.23 per share which beat the analyst consensus estimate of $0.01 by 2200 percent. This is a 428.57 percent increase over losses of $(0.07) per share from the same period last year. The company reported quarterly sales of $55.90 million which beat the analyst consensus estimate of $53.48 million by 4.53 percent. This is a 4.93 percent decrease over sales of $58.80 million the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302568732,"gmtCreate":1604673243426,"gmtModify":1703834414532,"author":{"id":"3550053416925059","authorId":"3550053416925059","name":"涨停是常态","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302568732","repostId":"1128272037","repostType":4,"repost":{"id":"1128272037","pubTimestamp":1604668658,"share":"https://www.laohu8.com/m/news/1128272037?lang=&edition=full","pubTime":"2020-11-06 21:17","market":"us","language":"zh","title":"去年最惨的人，今年身价飙升460亿元，怎么做到的？","url":"https://stock-news.laohu8.com/highlight/detail?id=1128272037","media":"上海证券报","summary":"一年，在一只股票上狂赚30倍、增值近500亿元，这得是什么人才能做得到？实际答案是：去年最惨的造车新势力掌门人李斌。去年四季度，一篇《蔚来李斌，2019年最惨的人》的文章在朋友圈刷屏。彼时，李斌和蔚来","content":"<div>\n<p>一年，在一只股票上狂赚30倍、增值近500亿元，这得是什么人才能做得到？实际答案是：去年最惨的造车新势力掌门人李斌。去年四季度，一篇《蔚来李斌，2019年最惨的人》的文章在朋友圈刷屏。彼时，李斌和蔚来很惨，巨亏百亿，股价暴跌。今年，李斌彻底翻身，蔚来从去年最低的1.19美元/股，大涨超过30倍，市值更是超过570亿美元，约合3800亿元人民币，碾压宝马、通用、法拉利。李斌个人身价暴增近500亿元，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ILKMQQMDsziTAafCg6d1bg\">Web Link</a>\n\n</div>\n","source":"shzqb","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>去年最惨的人，今年身价飙升460亿元，怎么做到的？</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去年最惨的人，今年身价飙升460亿元，怎么做到的？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-06 21:17 北京时间 <a href=https://mp.weixin.qq.com/s/ILKMQQMDsziTAafCg6d1bg><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一年，在一只股票上狂赚30倍、增值近500亿元，这得是什么人才能做得到？实际答案是：去年最惨的造车新势力掌门人李斌。去年四季度，一篇《蔚来李斌，2019年最惨的人》的文章在朋友圈刷屏。彼时，李斌和蔚来很惨，巨亏百亿，股价暴跌。今年，李斌彻底翻身，蔚来从去年最低的1.19美元/股，大涨超过30倍，市值更是超过570亿美元，约合3800亿元人民币，碾压宝马、通用、法拉利。李斌个人身价暴增近500亿元，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ILKMQQMDsziTAafCg6d1bg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/ILKMQQMDsziTAafCg6d1bg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128272037","content_text":"一年，在一只股票上狂赚30倍、增值近500亿元，这得是什么人才能做得到？实际答案是：去年最惨的造车新势力掌门人李斌。去年四季度，一篇《蔚来李斌，2019年最惨的人》的文章在朋友圈刷屏。彼时，李斌和蔚来很惨，巨亏百亿，股价暴跌。今年，李斌彻底翻身，蔚来从去年最低的1.19美元/股，大涨超过30倍，市值更是超过570亿美元，约合3800亿元人民币，碾压宝马、通用、法拉利。李斌个人身价暴增近500亿元，平均每天增加1.3个亿，彻底翻身。最惨时触底，狂涨30倍11月5日美股收盘，中概股新能源汽车板块集体大涨，蔚来大涨12.3%，收于42.35美元/股，总市值高达571亿美元，创下历史新高。就在一年前，蔚来股价一度暴跌至1.19美元/股，有些机构甚至将蔚来的目标股价下调至0.9美元。彼时，蔚来的CFO宣布离职，公司也进行了一波裁员。很多人猜测，如果后续融资不到位，蔚来可能会直接倒闭。2016年至2018年，蔚来分别亏损了35.18亿元、75.62亿元、233.28亿元，2019年上半年又亏了59.66亿元。市场据此测算，蔚来的钱要烧完了。按照彼时股价计算，李斌在蔚来约14%的持股比例，折合市值约为2.27亿美元。可就是从那时起，蔚来股价探底回升，今年上半年一路跌跌撞撞，总算是稳住了，到了下半年，直接一飞冲天，大涨几十倍。按照蔚来42.35美元/股的最新收盘价计算，其市值高达571亿美元，李斌持股比例为12.68%，计算可知，目前李斌在蔚来持股市值高达72.4亿美元。短短一年时间，李斌仅在蔚来的持股市值就暴涨70亿美元，约合464亿元人民币。搞定融资，产品发力，顺风翻盘蔚来是如何做到的？产品畅销是关键。11月2日，蔚来宣布，公司10月份共交付新车5055台，创品牌单月交付数新高，同比增长100.1%，连续第8个月实现同比正增长。截至10月，蔚来今年已经累计交付约3.14万辆，同比增长111.4%。2020年第三季度，蔚来交付了12206辆汽车，同比增长154.3%，超出了该公司季度指导的上限。而产品畅销有个前提，公司之前的融资问题得到妥善解决。今年4月，蔚来与合肥市建设投资控股（集团）有限公司、国投招商投资管理有限公司，以及安徽省高新技术产业投资有限公司等战略投资者签署关于投资蔚来中国的最终协议。根据协议，战略投资者和蔚来将分别向蔚来中国投资70亿元和42.6亿元，蔚来中国将获得112.6亿元投资。此外，蔚来将向蔚来中国的法律主体蔚来（安徽）控股有限公司注入中国范围内包括整车研发、供应链与制造、销售与服务、能源服务等核心业务与相关资产，以上业务与资产根据2020年4月21日前30个公开交易日蔚来市值平均值的85%估值为177.7亿元。10月9日，蔚来中国总部正式启用，相关业务全面展开。位于合肥的蔚来中国总部大楼最后，新能源汽车政策暖风频吹，让造车新势力乘风破浪，股价扶摇直上。近日，国务院办公厅发布《新能源汽车产业发展规划（2021-2035年）》（下称《规划》），到2025年，我国新能源汽车市场竞争力明显增强，纯电动乘用车新车平均电耗降至12.0千瓦时/百公里，新能源汽车新车销售量达到汽车新车销售总量的20%左右。《规划》要求，力争经过15年的持续努力，我国新能源汽车核心技术达到国际先进水平，纯电动汽车成为新销售车辆的主流，公共领域用车全面电动化。综上所述，李斌从“2019年最惨”到如今身价暴涨，咸鱼翻身，最根本还是他押对了赛道，坐到了最强的新能源汽车风口上。新能源产业链全面爆发工信部新闻发言人黄利斌近期在国新办新闻发布会上表示，目前国内新能源汽车全产业链投资累计超过了2万亿元，日益成为经济发展的新动能。万联证券研报认为，随着经济继续平稳恢复、消费信心的逐渐改善，预计下半年国内汽车有望保持加速复苏态势。受利好消息影响，新能源汽车板块集体飙涨。在美上市的小鹏汽车，短短三天大涨超30%，理想汽车也是迭创新高。A股新能源汽车板块更是表现强势，尤其是龙头公司比亚迪，总市值已经超过5000亿元，今年以来涨幅高达300%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302582712,"gmtCreate":1604672381036,"gmtModify":1703834403779,"author":{"id":"3550053416925059","authorId":"3550053416925059","name":"涨停是常态","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302582712","repostId":"1183755638","repostType":4,"repost":{"id":"1183755638","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":1604651919,"share":"https://www.laohu8.com/m/news/1183755638?lang=&edition=full","pubTime":"2020-11-06 16:38","market":"hk","language":"zh","title":"综述：恒指创近五个月最大单周涨幅，阿里‘带崩’多股","url":"https://stock-news.laohu8.com/highlight/detail?id=1183755638","media":"老虎资讯综合","summary":"要闻1、全球单日新增新冠肺炎病例59万例，美国新增10.3万例均创单日新高据美国霍普金斯大学的疫情统计数据显示，11月5日全天，全球新增新冠肺炎确诊病例58.94万例，其中，美国新增新冠肺炎确诊病例1","content":"<p><b>要闻</b></p><p><b>1、全球单日新增新冠肺炎病例59万例，美国新增10.3万例均创单日新高</b></p><p>据美国霍普金斯大学的疫情统计数据显示，11月5日全天，全球新增新冠肺炎确诊病例58.94万例，其中，美国新增新冠肺炎确诊病例10.3万例。截至北京时间11月06日14:41，全球累计确诊4868万例，累计死亡123万例，累计确诊国家和地区数190个。</p><p><b>2、最高检：启动证券期货犯罪立案追诉标准的修订工作</b></p><p>最高人民检察院检察委员会委员郑新俭表示，高检院正在会同证监会开展一系列推进执法司法协作的工作，夯实资本市场法治基础。启动证券期货犯罪立案追诉标准的修订工作，根据新修订的《证券法》以及市场形势、执法形势等变化，结合正在修订的《刑法修正案（十一）》，对不适应执法司法实际情况的部分立案追诉标准进行调整，既从严惩治证券期货违法犯罪，又合理确定行政执法和刑事司法的界限。</p><p><b>3、市场监管总局加强网络直播营销活动监管，依法查处价格违法行为</b></p><p>市场监管总局发布加强网络直播营销活动监管的指导意见。重点查处擅自删除消费者评价、对平台内经营者侵害消费者合法权益行为未采取必要措施、未尽到资质资格审核义务、对消费者未尽到安全保障义务等违法行为。重点查处侵犯注册商标专用权、假冒专利等违法行为。重点查处哄抬价格、利用虚假的或者使人误解的价格手段诱骗消费者进行交易等违法行为。</p><p><b>4、央行今日未开展逆回购操作，实现净回笼1000亿元</b></p><p>央行今日未开展逆回购操作，因今日有1000亿元逆回购到期，实现净回笼1000亿元。</p><p><b>5、蔚来100kWh电池包正式上线，采用宁德时代镍55三元电芯</b></p><p>蔚来汽车今日上线100kWh电池包，采用宁德时代镍55三元电芯和CTP成组技术，可实现“无热蔓延”。据悉，这一电池组即宁德时代此前宣布的“只冒烟不起火”的电池。</p><p><b>6、华为内部人士透露Mate 40产能会上来</b></p><p>从华为内部员工获悉，Mate 40系列缺货主要因为供应链、产能跟不上巨大的市场需求，确实今年以来国内对华为手机需求非常火爆，尤其是Mate 40系列，后续会产能及市场供应会逐步上来，不过当前市场颇为火爆的Mate 40 Pro+后续依然会缺货严重，主要因其搭载首款5nm麒麟9000 5G SoC芯片。</p><p><b>7、苹果iPhone12全系今晚正式上架Appl，天猫官方旗舰店以及苹果官网</b></p><p>今天晚上9点，苹果iPhone12系列新品iPhone 12 mini、iPhone 12 Pro Max正式上架Apple天猫官方旗舰店以及苹果官网，消费者可优先全款购买。其中Apple天猫官方旗舰店提供12期分期免息，首批预购商品将在11月13日陆续发货。</p><p><b>港股</b></p><p>港股恒指今日震荡徘徊，截至收盘，恒指涨0.07%，报25712.97点；国企指数涨0.18%，报10497.80点；红筹指数涨0.48%，报3783.98点；恒生科技股波动相对较大收跌0.36%，曾一度大跌2%。<img src=\"https://static.tigerbbs.com/e7c1fc19385a7c86e02bd96a0186dc6d\" tg-width=\"840\" tg-height=\"470\">盘面上，国际金价大涨，黄金股全天强势，招金矿业、山东黄金均大涨超8%；消费电子、家电、体育用品、特斯拉概念板块现普涨行情，李宁、安踏再创新高；半导体午后大幅拉升，华虹半导体由跌转涨至超9%；医疗器械板块全线走弱，冠脉支架国家集采价格降至千元以下；头条、蚂蚁金服概念股大多下跌；大型科技股阿里绩后跌超4%，网易跌3.2%，腾讯跌1.57%，小米收涨3.5%。</p><p>本周，恒生指数累涨超6%，创6月1日当周以来最大单周涨幅。<img src=\"https://static.tigerbbs.com/150f8c67010a3d3baa9c019bc6d87ec8\" tg-width=\"840\" tg-height=\"470\"><b>新股暗盘</b></p><p>新东方11月9日（下周一）港股上市，暗盘报1360港元，较发行价涨14.29%，成交额达556.4万港元。公司发行约851万股，每股定价1190港元，每手10股。</p><p>荣昌生物-B 11月9日（下周一）港股上市，暗盘报55.6港元，较发行价涨6.72%，成交额达5021万港元。公司发行约7653.7万股，每股定价52.10港元，每手500股。</p><p><b>A股</b></p><p>沪深两市主要指数开盘后震荡走低，直至尾盘段在以芯片为首的科技股带动下反弹回升。截至收盘，沪指跌0.24%报3312.16点，本周累计上涨2.7%；深成指跌0.4%报13838.42点；创业板指盘中向下逼近2700点，最大跌幅达2.7%，收跌1.97%报2733.07点，本周累计上涨2.9%；两市总成交8785亿，北上资金净买入近40亿，为连续第5日净流入。</p><p>盘面上，市场情绪回落，个股多数下跌，仓储物流板块跌幅最大，顺丰控股跌5.3%；医疗板块跌幅紧随其后，迈瑞医疗跌4.2%；医药、军工、农林牧渔等板块大跌靠前。家电板块逆势大涨，美的集团涨4.68%；黄金、氮化镓、光刻机、航运等概念活跃。</p><p>11月6日，在第三届中国国际进口博览会上，荷兰光刻机巨头阿斯麦（ASML）全球副总裁、中国区总裁沈波表示，该公司对向中国出口集成电路光刻机持开放态度，对全球客户均一视同仁，在法律法规框架下，都将全力支持。</p><p>在此消息带动下，半导体板块全面拉升。创业板股同益股份10万手封死涨停，成为创业板唯二的涨停股之一。</p><p><b>美股</b></p><p>盘前时段，美股三大指数期货走低。截至发稿，道指期货跌0.24%，纳指期货跌0.76%，标普500指数期货跌0.39%。<img src=\"https://static.tigerbbs.com/d93486313bc9653632d3a992ae8fa7f3\" tg-width=\"1242\" tg-height=\"521\"></p><p><b>欧股</b></p><p>欧股开盘普跌，随后多数国家收复跌幅，指数转涨。截至发稿，欧洲斯托克50指数涨0.15%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.30%，德国DAX30指数涨0.11%。</p><p><img src=\"https://static.tigerbbs.com/f757a827a5d8bc3d81bca1cd788336ef\" tg-width=\"857\" tg-height=\"381\"></p><p><b>原油</b></p><p>原油期货今日低开后下行，美油期货一度跌超3%，现跌幅收窄。截至发稿，WTI原油12月合约日内跌1.21%，报38.32美元/桶；布油现金2021年1月期货合约日内跌1.05%，报40.50美元/桶。</p><p><img src=\"https://static.tigerbbs.com/800cbb90af05cc223b98ebca58185b85\" tg-width=\"1242\" tg-height=\"944\"></p><p>原油分析师John Kemp表示，市场早些时候认为，未来6个月石油供应会收紧，从而推高油价，但现在信心有所下滑，因为担心在当前新冠感染病例激增的情况下，石油消费可能仍低于供应。</p><p><b>黄金</b></p><p>黄金12月合约日内微涨。截至发稿，黄金12月合约日内涨0.01%，报1947.0美元/盎司。</p><p><img src=\"https://static.tigerbbs.com/3b4b0175cbf5170c37fb7d6b3ba181b7\" tg-width=\"1242\" tg-height=\"972\"></p><p>瑞银预计金价将继续上涨。瑞银基本预期是，金价会重拾升势，将在2020年底再度测试2000美元/盎司阻力。预期明年经济复苏加速、疫苗问世、各国央行极端鸽派立场趋于缓和等因素或导致金价见顶。明年6月金价预期为1900美元/盎司。</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\" 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}\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综述：恒指创近五个月最大单周涨幅，阿里‘带崩’多股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-11-06 16:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>要闻</b></p><p><b>1、全球单日新增新冠肺炎病例59万例，美国新增10.3万例均创单日新高</b></p><p>据美国霍普金斯大学的疫情统计数据显示，11月5日全天，全球新增新冠肺炎确诊病例58.94万例，其中，美国新增新冠肺炎确诊病例10.3万例。截至北京时间11月06日14:41，全球累计确诊4868万例，累计死亡123万例，累计确诊国家和地区数190个。</p><p><b>2、最高检：启动证券期货犯罪立案追诉标准的修订工作</b></p><p>最高人民检察院检察委员会委员郑新俭表示，高检院正在会同证监会开展一系列推进执法司法协作的工作，夯实资本市场法治基础。启动证券期货犯罪立案追诉标准的修订工作，根据新修订的《证券法》以及市场形势、执法形势等变化，结合正在修订的《刑法修正案（十一）》，对不适应执法司法实际情况的部分立案追诉标准进行调整，既从严惩治证券期货违法犯罪，又合理确定行政执法和刑事司法的界限。</p><p><b>3、市场监管总局加强网络直播营销活动监管，依法查处价格违法行为</b></p><p>市场监管总局发布加强网络直播营销活动监管的指导意见。重点查处擅自删除消费者评价、对平台内经营者侵害消费者合法权益行为未采取必要措施、未尽到资质资格审核义务、对消费者未尽到安全保障义务等违法行为。重点查处侵犯注册商标专用权、假冒专利等违法行为。重点查处哄抬价格、利用虚假的或者使人误解的价格手段诱骗消费者进行交易等违法行为。</p><p><b>4、央行今日未开展逆回购操作，实现净回笼1000亿元</b></p><p>央行今日未开展逆回购操作，因今日有1000亿元逆回购到期，实现净回笼1000亿元。</p><p><b>5、蔚来100kWh电池包正式上线，采用宁德时代镍55三元电芯</b></p><p>蔚来汽车今日上线100kWh电池包，采用宁德时代镍55三元电芯和CTP成组技术，可实现“无热蔓延”。据悉，这一电池组即宁德时代此前宣布的“只冒烟不起火”的电池。</p><p><b>6、华为内部人士透露Mate 40产能会上来</b></p><p>从华为内部员工获悉，Mate 40系列缺货主要因为供应链、产能跟不上巨大的市场需求，确实今年以来国内对华为手机需求非常火爆，尤其是Mate 40系列，后续会产能及市场供应会逐步上来，不过当前市场颇为火爆的Mate 40 Pro+后续依然会缺货严重，主要因其搭载首款5nm麒麟9000 5G SoC芯片。</p><p><b>7、苹果iPhone12全系今晚正式上架Appl，天猫官方旗舰店以及苹果官网</b></p><p>今天晚上9点，苹果iPhone12系列新品iPhone 12 mini、iPhone 12 Pro Max正式上架Apple天猫官方旗舰店以及苹果官网，消费者可优先全款购买。其中Apple天猫官方旗舰店提供12期分期免息，首批预购商品将在11月13日陆续发货。</p><p><b>港股</b></p><p>港股恒指今日震荡徘徊，截至收盘，恒指涨0.07%，报25712.97点；国企指数涨0.18%，报10497.80点；红筹指数涨0.48%，报3783.98点；恒生科技股波动相对较大收跌0.36%，曾一度大跌2%。<img src=\"https://static.tigerbbs.com/e7c1fc19385a7c86e02bd96a0186dc6d\" tg-width=\"840\" tg-height=\"470\">盘面上，国际金价大涨，黄金股全天强势，招金矿业、山东黄金均大涨超8%；消费电子、家电、体育用品、特斯拉概念板块现普涨行情，李宁、安踏再创新高；半导体午后大幅拉升，华虹半导体由跌转涨至超9%；医疗器械板块全线走弱，冠脉支架国家集采价格降至千元以下；头条、蚂蚁金服概念股大多下跌；大型科技股阿里绩后跌超4%，网易跌3.2%，腾讯跌1.57%，小米收涨3.5%。</p><p>本周，恒生指数累涨超6%，创6月1日当周以来最大单周涨幅。<img src=\"https://static.tigerbbs.com/150f8c67010a3d3baa9c019bc6d87ec8\" tg-width=\"840\" tg-height=\"470\"><b>新股暗盘</b></p><p>新东方11月9日（下周一）港股上市，暗盘报1360港元，较发行价涨14.29%，成交额达556.4万港元。公司发行约851万股，每股定价1190港元，每手10股。</p><p>荣昌生物-B 11月9日（下周一）港股上市，暗盘报55.6港元，较发行价涨6.72%，成交额达5021万港元。公司发行约7653.7万股，每股定价52.10港元，每手500股。</p><p><b>A股</b></p><p>沪深两市主要指数开盘后震荡走低，直至尾盘段在以芯片为首的科技股带动下反弹回升。截至收盘，沪指跌0.24%报3312.16点，本周累计上涨2.7%；深成指跌0.4%报13838.42点；创业板指盘中向下逼近2700点，最大跌幅达2.7%，收跌1.97%报2733.07点，本周累计上涨2.9%；两市总成交8785亿，北上资金净买入近40亿，为连续第5日净流入。</p><p>盘面上，市场情绪回落，个股多数下跌，仓储物流板块跌幅最大，顺丰控股跌5.3%；医疗板块跌幅紧随其后，迈瑞医疗跌4.2%；医药、军工、农林牧渔等板块大跌靠前。家电板块逆势大涨，美的集团涨4.68%；黄金、氮化镓、光刻机、航运等概念活跃。</p><p>11月6日，在第三届中国国际进口博览会上，荷兰光刻机巨头阿斯麦（ASML）全球副总裁、中国区总裁沈波表示，该公司对向中国出口集成电路光刻机持开放态度，对全球客户均一视同仁，在法律法规框架下，都将全力支持。</p><p>在此消息带动下，半导体板块全面拉升。创业板股同益股份10万手封死涨停，成为创业板唯二的涨停股之一。</p><p><b>美股</b></p><p>盘前时段，美股三大指数期货走低。截至发稿，道指期货跌0.24%，纳指期货跌0.76%，标普500指数期货跌0.39%。<img src=\"https://static.tigerbbs.com/d93486313bc9653632d3a992ae8fa7f3\" tg-width=\"1242\" tg-height=\"521\"></p><p><b>欧股</b></p><p>欧股开盘普跌，随后多数国家收复跌幅，指数转涨。截至发稿，欧洲斯托克50指数涨0.15%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.30%，德国DAX30指数涨0.11%。</p><p><img src=\"https://static.tigerbbs.com/f757a827a5d8bc3d81bca1cd788336ef\" tg-width=\"857\" tg-height=\"381\"></p><p><b>原油</b></p><p>原油期货今日低开后下行，美油期货一度跌超3%，现跌幅收窄。截至发稿，WTI原油12月合约日内跌1.21%，报38.32美元/桶；布油现金2021年1月期货合约日内跌1.05%，报40.50美元/桶。</p><p><img src=\"https://static.tigerbbs.com/800cbb90af05cc223b98ebca58185b85\" tg-width=\"1242\" tg-height=\"944\"></p><p>原油分析师John Kemp表示，市场早些时候认为，未来6个月石油供应会收紧，从而推高油价，但现在信心有所下滑，因为担心在当前新冠感染病例激增的情况下，石油消费可能仍低于供应。</p><p><b>黄金</b></p><p>黄金12月合约日内微涨。截至发稿，黄金12月合约日内涨0.01%，报1947.0美元/盎司。</p><p><img src=\"https://static.tigerbbs.com/3b4b0175cbf5170c37fb7d6b3ba181b7\" tg-width=\"1242\" tg-height=\"972\"></p><p>瑞银预计金价将继续上涨。瑞银基本预期是，金价会重拾升势，将在2020年底再度测试2000美元/盎司阻力。预期明年经济复苏加速、疫苗问世、各国央行极端鸽派立场趋于缓和等因素或导致金价见顶。明年6月金价预期为1900美元/盎司。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183755638","content_text":"要闻1、全球单日新增新冠肺炎病例59万例，美国新增10.3万例均创单日新高据美国霍普金斯大学的疫情统计数据显示，11月5日全天，全球新增新冠肺炎确诊病例58.94万例，其中，美国新增新冠肺炎确诊病例10.3万例。截至北京时间11月06日14:41，全球累计确诊4868万例，累计死亡123万例，累计确诊国家和地区数190个。2、最高检：启动证券期货犯罪立案追诉标准的修订工作最高人民检察院检察委员会委员郑新俭表示，高检院正在会同证监会开展一系列推进执法司法协作的工作，夯实资本市场法治基础。启动证券期货犯罪立案追诉标准的修订工作，根据新修订的《证券法》以及市场形势、执法形势等变化，结合正在修订的《刑法修正案（十一）》，对不适应执法司法实际情况的部分立案追诉标准进行调整，既从严惩治证券期货违法犯罪，又合理确定行政执法和刑事司法的界限。3、市场监管总局加强网络直播营销活动监管，依法查处价格违法行为市场监管总局发布加强网络直播营销活动监管的指导意见。重点查处擅自删除消费者评价、对平台内经营者侵害消费者合法权益行为未采取必要措施、未尽到资质资格审核义务、对消费者未尽到安全保障义务等违法行为。重点查处侵犯注册商标专用权、假冒专利等违法行为。重点查处哄抬价格、利用虚假的或者使人误解的价格手段诱骗消费者进行交易等违法行为。4、央行今日未开展逆回购操作，实现净回笼1000亿元央行今日未开展逆回购操作，因今日有1000亿元逆回购到期，实现净回笼1000亿元。5、蔚来100kWh电池包正式上线，采用宁德时代镍55三元电芯蔚来汽车今日上线100kWh电池包，采用宁德时代镍55三元电芯和CTP成组技术，可实现“无热蔓延”。据悉，这一电池组即宁德时代此前宣布的“只冒烟不起火”的电池。6、华为内部人士透露Mate 40产能会上来从华为内部员工获悉，Mate 40系列缺货主要因为供应链、产能跟不上巨大的市场需求，确实今年以来国内对华为手机需求非常火爆，尤其是Mate 40系列，后续会产能及市场供应会逐步上来，不过当前市场颇为火爆的Mate 40 Pro+后续依然会缺货严重，主要因其搭载首款5nm麒麟9000 5G SoC芯片。7、苹果iPhone12全系今晚正式上架Appl，天猫官方旗舰店以及苹果官网今天晚上9点，苹果iPhone12系列新品iPhone 12 mini、iPhone 12 Pro Max正式上架Apple天猫官方旗舰店以及苹果官网，消费者可优先全款购买。其中Apple天猫官方旗舰店提供12期分期免息，首批预购商品将在11月13日陆续发货。港股港股恒指今日震荡徘徊，截至收盘，恒指涨0.07%，报25712.97点；国企指数涨0.18%，报10497.80点；红筹指数涨0.48%，报3783.98点；恒生科技股波动相对较大收跌0.36%，曾一度大跌2%。盘面上，国际金价大涨，黄金股全天强势，招金矿业、山东黄金均大涨超8%；消费电子、家电、体育用品、特斯拉概念板块现普涨行情，李宁、安踏再创新高；半导体午后大幅拉升，华虹半导体由跌转涨至超9%；医疗器械板块全线走弱，冠脉支架国家集采价格降至千元以下；头条、蚂蚁金服概念股大多下跌；大型科技股阿里绩后跌超4%，网易跌3.2%，腾讯跌1.57%，小米收涨3.5%。本周，恒生指数累涨超6%，创6月1日当周以来最大单周涨幅。新股暗盘新东方11月9日（下周一）港股上市，暗盘报1360港元，较发行价涨14.29%，成交额达556.4万港元。公司发行约851万股，每股定价1190港元，每手10股。荣昌生物-B 11月9日（下周一）港股上市，暗盘报55.6港元，较发行价涨6.72%，成交额达5021万港元。公司发行约7653.7万股，每股定价52.10港元，每手500股。A股沪深两市主要指数开盘后震荡走低，直至尾盘段在以芯片为首的科技股带动下反弹回升。截至收盘，沪指跌0.24%报3312.16点，本周累计上涨2.7%；深成指跌0.4%报13838.42点；创业板指盘中向下逼近2700点，最大跌幅达2.7%，收跌1.97%报2733.07点，本周累计上涨2.9%；两市总成交8785亿，北上资金净买入近40亿，为连续第5日净流入。盘面上，市场情绪回落，个股多数下跌，仓储物流板块跌幅最大，顺丰控股跌5.3%；医疗板块跌幅紧随其后，迈瑞医疗跌4.2%；医药、军工、农林牧渔等板块大跌靠前。家电板块逆势大涨，美的集团涨4.68%；黄金、氮化镓、光刻机、航运等概念活跃。11月6日，在第三届中国国际进口博览会上，荷兰光刻机巨头阿斯麦（ASML）全球副总裁、中国区总裁沈波表示，该公司对向中国出口集成电路光刻机持开放态度，对全球客户均一视同仁，在法律法规框架下，都将全力支持。在此消息带动下，半导体板块全面拉升。创业板股同益股份10万手封死涨停，成为创业板唯二的涨停股之一。美股盘前时段，美股三大指数期货走低。截至发稿，道指期货跌0.24%，纳指期货跌0.76%，标普500指数期货跌0.39%。欧股欧股开盘普跌，随后多数国家收复跌幅，指数转涨。截至发稿，欧洲斯托克50指数涨0.15%，英国富时100指数涨0.30%，德国DAX30指数涨0.11%。原油原油期货今日低开后下行，美油期货一度跌超3%，现跌幅收窄。截至发稿，WTI原油12月合约日内跌1.21%，报38.32美元/桶；布油现金2021年1月期货合约日内跌1.05%，报40.50美元/桶。原油分析师John Kemp表示，市场早些时候认为，未来6个月石油供应会收紧，从而推高油价，但现在信心有所下滑，因为担心在当前新冠感染病例激增的情况下，石油消费可能仍低于供应。黄金黄金12月合约日内微涨。截至发稿，黄金12月合约日内涨0.01%，报1947.0美元/盎司。瑞银预计金价将继续上涨。瑞银基本预期是，金价会重拾升势，将在2020年底再度测试2000美元/盎司阻力。预期明年经济复苏加速、疫苗问世、各国央行极端鸽派立场趋于缓和等因素或导致金价见顶。明年6月金价预期为1900美元/盎司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
