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唻丝

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06-14

Garbish.

3 Sleeper Stocks Positioned for Huge Growth by 2025

2022-05-10

$SoFi Technologies Inc.(SOFI)$bs stock

2022-02-25

$新东方(EDU)$人都回去了大哥了你也回点

2022-01-26

美股不知道大a是只能跟着人家挨嘴巴

抱歉，原内容已删除

2022-01-25

$新东方(EDU)$你就不是大盘的事了唉

2021-12-27

盈利不重要什么不挨打才重要可怜的中国企业家

抱歉，原内容已删除

2021-10-27

高毅一来彻底完蛋

抱歉，原内容已删除

2021-08-22

自己玩自己人屁股决定脑袋

盘后点评：利好消息仍不能阻止中概回撤

2021-07-27

主要还不是厉害了我的国么哈

互联网巨头陷入估值危机

2020-08-25

大富的股价说明了一切一锅粥跑输板块所有同类公司

自主创新占据全球市场制高点

去老虎APP查看更多动态

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04:39","market":"us","language":"en","title":"3 Sleeper Stocks Positioned for Huge Growth by 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2443929885","media":"InvestorPlace","summary":"Discover the fundamentals and high potential of the top sleeper stocks in advertising, consumer finance and energy industries.","content":"<html><body><article>\n<header>\n<div>\n<div>\n<ul>\n<li><span>All three stocks demonstrate robust growth potential, profitability and financial stability, making them promising sleeper stocks.</span></li>\n<li><span><strong>Perion</strong> (<span><strong><u>PERI</u></strong></span>): Excels in retail media solutions, CTV advertising and programmatic digital out-of-home advertising.</span></li>\n<li><span><strong>SoFi</strong> (<span><strong><u>SOFI</u></strong></span>): Achieves steady revenue growth driven by diversified segments and profitability.</span></li>\n<li><span><strong>Gran Tierra</strong> (<span><strong><u><a href=\"https://laohu8.com/S/GTE_old.AU\">GTE</a></u></strong></span>): Exhibits consistent solid liquidity growth based on its operational edge and high funds from operations.</span></li>\n</ul>\n</div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" height=\"432\" loading=\"lazy\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-768x432.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-1536x864.jpg 1536w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600.jpg 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: shutterstock.com/Chawalit Banpot</p>\n</figcaption>\n</figure>\n<div>\n<p>Finding discounted opportunities greatly increases portfolio profits in the constantly changing world of stock investing. Here are the top three sleeper stocks. These three companies are steadily gaining ground and have the potential to develop significantly but most investors still need to discover them.</p>\n<p>Understanding the fundamentals of these sleeper stocks is important since they can yield significant profits before gaining market traction. These companies are vital due to their creative digital advertising solutions, steady top-line growth in the financial technology industry and solid financial performance in the energy market.</p>\n<p>Each business operates in a different field but unites through solid growth potential and sound financial standing. This article provides investors with important insights by identifying the elements contributing to their success. Gaining substantial profits and improving investing methods may depend on your ability to identify and comprehend these opportunities at an early stage. Let’s dive into the stock market’s hidden value for these emerging stars.</p>\n<h2>Perion (PERI)</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-300x169.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1.jpg 1600w\" width=\"300\"/><div>Source: photobyphm / Shutterstock.com</div></div><p><strong>Perion</strong> (NASDAQ:<span><strong><u>PERI</u></strong></span>) has unique digital advertising strategies. The company excels in retail media solutions, connected TV (<span>CTV</span>) and programmatic digital out-of-home ads. In Q1 2024, Perion’s retail media offerings experienced a staggering 134% year-over-year (YoY) increase, a testament to its ability to capture significant demand in the retail industry. The company’s use of artificial intelligence (<span>AI</span>)-driven dynamic mapping and high-impact advertising units has been instrumental in its leadership in this field.</p>\n<p>Moreover, integrating HiveStack’s digital out-of-home advertising technology has further strengthened Perion’s retail media solutions, setting the stage for future top-line expansion. With that, Perion is leveraging real-time data, such as sporting events, to optimize ad delivery and drive sales lift. In Q1, Perion’s CTV advertising division saw impressive growth, rising 108% YoY. This expansion demonstrates the business’s capacity to satisfy the changing demand from digital marketers. </p>\n<p>Overall, Perion’s growth trajectory has been accelerated by its creative application of AI-driven technology and dynamic mapping. Given its increasing success in digital advertising, the company stands out as a strong candidate for sleeper stocks.</p>\n<h2>SoFi (SOFI)</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-300x169.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-300x169.png 300w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-768x432.png 768w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-200x113.png 200w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-400x225.png 400w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-116x65.png 116w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-100x56.png 100w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-89x50.png 89w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-78x44.png 78w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600.png 1600w\" width=\"300\"/><div>Source: Michael Vi / Shutterstock</div></div><p><strong>SoFi</strong> (NASDAQ:<span><strong><u>SOFI</u></strong></span>) is a financial services and technology platform. The company provides financial services, like investment management and lending. In Q1 2024, SoFi’s adjusted net sales increased by 26% YoY to $581 million. This is the 12th quarter in a row with growth above 25%. Financial services and technology platforms provide most of the top-line. Their contribution has boosted to 42% of adjusted net revenue in Q1 2024 from 33% the previous year.</p>\n<p>Moreover, with adjusted EBITDA of $144 million, up 91% YoY and a 25% margin as opposed to 16% a year before, SoFi saw a notable increase in margin. The financial services division saw a significant increase in margin, rising from a $24 million loss in the previous quarter to a 25% profit in Q1. Similarly, SoFi exhibited excellent balance sheet management by increasing tangible book value 16% sequentially to $4.1 billion.</p>\n<p>To sum up, SoFi is a compelling addition to the list of sleeper stocks due to its steady revenue growth and profitability across all categories. This is especially true considering its flexibility in responding to shifting customer expectations and its strong development potential in the fintech industry.</p>\n<h2>Gran Tierra (GTE)</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-300x169.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b.jpg 1600w\" width=\"300\"/><div>Source: Shutterstock</div></div><p><strong>Gran Tierra </strong>(NYSEMKT:<span><strong><u>GTE</u></strong></span>) is an energy company that specializes in discovering and extracting natural gas and oil. The company derived a Funds flow from operations (FFO) of $74 million in the first quarter of 2024, a solid 24% YoY boost over Q1 2023. This is happening despite operating in a volatile industry.</p>\n<p>Additionally, the company’s adjusted EBITDA increased, coming in at $95 million for the quarter as opposed to $93 million the previous quarter. Gran Tierra has solid operational performance and sharp capital usage, which is reflected in its stable FFO growth and adjusted EBITDA.</p>\n<p>Further, the company produced almost $19 million in free cash flow (<span>FCF</span>) in the quarter, even though it spent $55 million on capital projects. Gran Tierra can produce FCF, which signifies its successful and efficient operations. This enables the business to reinvest in expansion prospects, pay down debt or reward shareholders with dividends or share buybacks. In short, Gran Tierra’s operational efficiency and financial stability are shown in its capacity to create FCF and its constant rise in FFO.</p>\n<p><em><em>As of this writing, Yiannis Zourmpanos held a long position in SOFI. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></em></p>\n<div><p>Yiannis Zourmpanos is the founder of Yiazou Capital Research, a stock-market research platform designed to elevate the due diligence process through in-depth business analysis.</p></div><div><p>Bank, Communications, Energy, Financial, Fintech, Natural Gas, Oil</p></div><div><p>Undervalued Stocks</p></div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 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value=\"\"/>\n<input type=\"hidden\" value=\"free\"/>\n<input placeholder=\"Email Address\" required=\"\" type=\"email\" value=\"\"/>\n<button>Submit</button>\n</form>\n</div>\n</div>\n</div>\n</div>\n<div>\n<hr/>\n<p>Article printed from InvestorPlace Media, https://investorplace.com/2024/06/3-sleeper-stocks-positioned-for-huge-growth-by-2025/.</p>\n<p>©2024 InvestorPlace Media, LLC</p>\n</div>\n</div>\n</header></article></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Sleeper Stocks Positioned for Huge Growth by 2025</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\">\n3 Sleeper Stocks Positioned for Huge Growth by 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-13 04:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/3-sleeper-stocks-positioned-for-huge-growth-by-2025/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>All three stocks demonstrate robust growth potential, profitability and financial stability, making them promising sleeper stocks.\nPerion (PERI): Excels in retail media solutions, CTV advertising and ...</p>\n\n<a href=\"https://investorplace.com/2024/06/3-sleeper-stocks-positioned-for-huge-growth-by-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","FCF":"第一联邦金融","CTV":"Innovid","BK4585":"ETF&股票定投概念","GTE":"Gran Tierra Energy","BK4166":"消费信贷","SOFI":"SoFi Technologies Inc.","BK4588":"碎股","PERI":"Perion Network Ltd","BK4213":"石油与天然气的勘探与生产","BK4549":"软银资本持仓","BK4211":"区域性银行","BK4009":"广告","BK4551":"寇图资本持仓"},"source_url":"https://investorplace.com/2024/06/3-sleeper-stocks-positioned-for-huge-growth-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443929885","content_text":"All three stocks demonstrate robust growth potential, profitability and financial stability, making them promising sleeper stocks.\nPerion (PERI): Excels in retail media solutions, CTV advertising and programmatic digital out-of-home advertising.\nSoFi (SOFI): Achieves steady revenue growth driven by diversified segments and profitability.\nGran Tierra (GTE): Exhibits consistent solid liquidity growth based on its operational edge and high funds from operations.\n\n\n\n\n\n \n\nSource: shutterstock.com/Chawalit Banpot\n\n\n\nFinding discounted opportunities greatly increases portfolio profits in the constantly changing world of stock investing. Here are the top three sleeper stocks. These three companies are steadily gaining ground and have the potential to develop significantly but most investors still need to discover them.\nUnderstanding the fundamentals of these sleeper stocks is important since they can yield significant profits before gaining market traction. These companies are vital due to their creative digital advertising solutions, steady top-line growth in the financial technology industry and solid financial performance in the energy market.\nEach business operates in a different field but unites through solid growth potential and sound financial standing. This article provides investors with important insights by identifying the elements contributing to their success. Gaining substantial profits and improving investing methods may depend on your ability to identify and comprehend these opportunities at an early stage. Let’s dive into the stock market’s hidden value for these emerging stars.\nPerion (PERI)\nSource: photobyphm / Shutterstock.comPerion (NASDAQ:PERI) has unique digital advertising strategies. The company excels in retail media solutions, connected TV (CTV) and programmatic digital out-of-home ads. In Q1 2024, Perion’s retail media offerings experienced a staggering 134% year-over-year (YoY) increase, a testament to its ability to capture significant demand in the retail industry. The company’s use of artificial intelligence (AI)-driven dynamic mapping and high-impact advertising units has been instrumental in its leadership in this field.\nMoreover, integrating HiveStack’s digital out-of-home advertising technology has further strengthened Perion’s retail media solutions, setting the stage for future top-line expansion. With that, Perion is leveraging real-time data, such as sporting events, to optimize ad delivery and drive sales lift. In Q1, Perion’s CTV advertising division saw impressive growth, rising 108% YoY. This expansion demonstrates the business’s capacity to satisfy the changing demand from digital marketers. \nOverall, Perion’s growth trajectory has been accelerated by its creative application of AI-driven technology and dynamic mapping. Given its increasing success in digital advertising, the company stands out as a strong candidate for sleeper stocks.\nSoFi (SOFI)\nSource: Michael Vi / ShutterstockSoFi (NASDAQ:SOFI) is a financial services and technology platform. The company provides financial services, like investment management and lending. In Q1 2024, SoFi’s adjusted net sales increased by 26% YoY to $581 million. This is the 12th quarter in a row with growth above 25%. Financial services and technology platforms provide most of the top-line. Their contribution has boosted to 42% of adjusted net revenue in Q1 2024 from 33% the previous year.\nMoreover, with adjusted EBITDA of $144 million, up 91% YoY and a 25% margin as opposed to 16% a year before, SoFi saw a notable increase in margin. The financial services division saw a significant increase in margin, rising from a $24 million loss in the previous quarter to a 25% profit in Q1. Similarly, SoFi exhibited excellent balance sheet management by increasing tangible book value 16% sequentially to $4.1 billion.\nTo sum up, SoFi is a compelling addition to the list of sleeper stocks due to its steady revenue growth and profitability across all categories. This is especially true considering its flexibility in responding to shifting customer expectations and its strong development potential in the fintech industry.\nGran Tierra (GTE)\nSource: ShutterstockGran Tierra (NYSEMKT:GTE) is an energy company that specializes in discovering and extracting natural gas and oil. The company derived a Funds flow from operations (FFO) of $74 million in the first quarter of 2024, a solid 24% YoY boost over Q1 2023. This is happening despite operating in a volatile industry.\nAdditionally, the company’s adjusted EBITDA increased, coming in at $95 million for the quarter as opposed to $93 million the previous quarter. Gran Tierra has solid operational performance and sharp capital usage, which is reflected in its stable FFO growth and adjusted EBITDA.\nFurther, the company produced almost $19 million in free cash flow (FCF) in the quarter, even though it spent $55 million on capital projects. Gran Tierra can produce FCF, which signifies its successful and efficient operations. This enables the business to reinvest in expansion prospects, pay down debt or reward shareholders with dividends or share buybacks. In short, Gran Tierra’s operational efficiency and financial stability are shown in its capacity to create FCF and its constant rise in FFO.\nAs of this writing, Yiannis Zourmpanos held a long position in SOFI. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\nYiannis Zourmpanos is the founder of Yiazou Capital Research, a stock-market research platform designed to elevate the due diligence process through in-depth business analysis.Bank, Communications, Energy, Financial, Fintech, Natural Gas, OilUndervalued Stocks\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/06/3-sleeper-stocks-positioned-for-huge-growth-by-2025/.\n©2024 InvestorPlace Media, 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大哥了你也回点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636175130","isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639948346,"gmtCreate":1643142485540,"gmtModify":1643142485540,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550693856511595","authorIdStr":"3550693856511595"},"themes":[],"htmlText":"美股不知道 大a是只能跟着人家挨嘴巴","listText":"美股不知道 大a是只能跟着人家挨嘴巴","text":"美股不知道 大a是只能跟着人家挨嘴巴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639948346","repostId":"1195280084","repostType":2,"isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630724830,"gmtCreate":1643056548975,"gmtModify":1643056548975,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550693856511595","authorIdStr":"3550693856511595"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>你就不是大盘的事了 唉","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>你就不是大盘的事了 唉","text":"$新东方(EDU)$你就不是大盘的事了 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可怜的中国企业家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696360816","repostId":"2194053001","repostType":2,"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855116603,"gmtCreate":1635343149963,"gmtModify":1635343149963,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550693856511595","authorIdStr":"3550693856511595"},"themes":[],"htmlText":"高毅一来彻底完蛋","listText":"高毅一来彻底完蛋","text":"高毅一来彻底完蛋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855116603","repostId":"2178896192","repostType":2,"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832928382,"gmtCreate":1629562706146,"gmtModify":1629597215576,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550693856511595","authorIdStr":"3550693856511595"},"themes":[],"htmlText":"自己玩自己人 屁股决定脑袋&nbsp;","listText":"自己玩自己人 屁股决定脑袋&nbsp;","text":"自己玩自己人 屁股决定脑袋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832928382","repostId":"1120379675","repostType":2,"repost":{"id":"1120379675","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629509196,"share":"https://www.laohu8.com/m/news/1120379675?lang=&edition=full","pubTime":"2021-08-21 09:26","market":"us","language":"zh","title":"盘后点评：利好消息仍不能阻止中概回撤","url":"https://stock-news.laohu8.com/highlight/detail?id=1120379675","media":"老虎锐评","summary":"多年的交易经验告诉我，对于中外投资人结合最紧密的中概市场，其走势有着非常多有趣的现象。比方说来自亚洲的投资人，交易一般都会在前半个交易时间段完成，特别是早上10点半以前，因为后半夜要睡觉休息。对于美国","content":"<p>多年的交易经验告诉我，对于中外投资人结合最紧密的中概市场，其走势有着非常多有趣的现象。比方说来自亚洲的投资人，交易一般都会在前半个交易时间段完成，特别是早上10点半以前，因为后半夜要睡觉休息。对于美国的投资人，交易不会那么着急，交易一般会贯穿全天或者是在下午。对于同一件事情，中美投资人经常也会做出截然相反的投资决定。</p>\n<p>从“双减”文件落地开始（7月23日周五），中概股进入一个新的周期。在这个周期中，有时候亚洲投资人认为估值低急于抄底，但美国投资人却撤退；有时候亚洲投资人因为国内某项政策撤退，而美国投资人又稳住。</p>\n<p>以今天为例，中概股（蓝色）和阿里巴巴（黑色）的股价，因为证监会“将创造条件推动中美审计监管合作，稳定政策预期和制度环境”而高开。但是上涨的股价只持续到了10点半，就一路跌到了收盘。亚洲投资人积极买进，但美国投资人依旧撤离。</p>\n<p><img src=\"https://static.tigerbbs.com/2dc6157fda2d4d154efad936f9bce93b\" tg-width=\"430\" tg-height=\"240\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据统计，今年证监会释放了不少对中概股的友善信号。<img src=\"https://static.tigerbbs.com/2e01fe6e9d968e01c27b8e0c43ef657a\" tg-width=\"479\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>中概的关键，在于怎么能够让美国资本市场感受到来自中国的友善信号。</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>盘后点评：利好消息仍不能阻止中概回撤</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{ 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#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盘后点评：利好消息仍不能阻止中概回撤\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2021-08-21 09:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>多年的交易经验告诉我，对于中外投资人结合最紧密的中概市场，其走势有着非常多有趣的现象。比方说来自亚洲的投资人，交易一般都会在前半个交易时间段完成，特别是早上10点半以前，因为后半夜要睡觉休息。对于美国的投资人，交易不会那么着急，交易一般会贯穿全天或者是在下午。对于同一件事情，中美投资人经常也会做出截然相反的投资决定。</p>\n<p>从“双减”文件落地开始（7月23日周五），中概股进入一个新的周期。在这个周期中，有时候亚洲投资人认为估值低急于抄底，但美国投资人却撤退；有时候亚洲投资人因为国内某项政策撤退，而美国投资人又稳住。</p>\n<p>以今天为例，中概股（蓝色）和阿里巴巴（黑色）的股价，因为证监会“将创造条件推动中美审计监管合作，稳定政策预期和制度环境”而高开。但是上涨的股价只持续到了10点半，就一路跌到了收盘。亚洲投资人积极买进，但美国投资人依旧撤离。</p>\n<p><img src=\"https://static.tigerbbs.com/2dc6157fda2d4d154efad936f9bce93b\" tg-width=\"430\" tg-height=\"240\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据统计，今年证监会释放了不少对中概股的友善信号。<img src=\"https://static.tigerbbs.com/2e01fe6e9d968e01c27b8e0c43ef657a\" tg-width=\"479\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>中概的关键，在于怎么能够让美国资本市场感受到来自中国的友善信号。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc9de4d397ebba7835e00e3691884586","relate_stocks":{".DJI":"道琼斯","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120379675","content_text":"多年的交易经验告诉我，对于中外投资人结合最紧密的中概市场，其走势有着非常多有趣的现象。比方说来自亚洲的投资人，交易一般都会在前半个交易时间段完成，特别是早上10点半以前，因为后半夜要睡觉休息。对于美国的投资人，交易不会那么着急，交易一般会贯穿全天或者是在下午。对于同一件事情，中美投资人经常也会做出截然相反的投资决定。\n从“双减”文件落地开始（7月23日周五），中概股进入一个新的周期。在这个周期中，有时候亚洲投资人认为估值低急于抄底，但美国投资人却撤退；有时候亚洲投资人因为国内某项政策撤退，而美国投资人又稳住。\n以今天为例，中概股（蓝色）和阿里巴巴（黑色）的股价，因为证监会“将创造条件推动中美审计监管合作，稳定政策预期和制度环境”而高开。但是上涨的股价只持续到了10点半，就一路跌到了收盘。亚洲投资人积极买进，但美国投资人依旧撤离。\n\n根据统计，今年证监会释放了不少对中概股的友善信号。\n中概的关键，在于怎么能够让美国资本市场感受到来自中国的友善信号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800725538,"gmtCreate":1627326914224,"gmtModify":1627335949541,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550693856511595","authorIdStr":"3550693856511595"},"themes":[],"htmlText":"主要还不是厉害了我的国么 哈","listText":"主要还不是厉害了我的国么 哈","text":"主要还不是厉害了我的国么 哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800725538","repostId":"2154969032","repostType":2,"repost":{"id":"2154969032","kind":"news","pubTimestamp":1627318806,"share":"https://www.laohu8.com/m/news/2154969032?lang=&edition=full","pubTime":"2021-07-27 01:00","market":"sh","language":"zh","title":"互联网巨头陷入估值危机","url":"https://stock-news.laohu8.com/highlight/detail?id=2154969032","media":"创事记","summary":"不仅是谷歌被给了低估值，Facebook、亚马逊等互联网巨头的估值也同样不高。相比之下，中国互联网巨头的估值问题更加凶险，已经可以称之为危机。在美国互联网巨头股价不断上涨、业绩提升、估值下降的过程中，中国互联网巨头业绩提升，股价不断下跌，估值甚至降得更快。中国的互联网巨头明显遭遇了国际资本的“双标”待遇。","content":"<html><body><p>来源：巨潮商业评论</p><p>美股市场上很多传统产业的公司估值都不算低。食品饮料公司百事的市盈率是26倍，<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>35倍，<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>市盈率67倍，<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>更是接近150倍。</p><p>不仅是<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>被给了低估值，<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等互联网巨头的估值也同样不高。这表示全球投资者对于互联网公司的未来是相对看淡的。</p><p><font><font>相比之下，中国互联网巨头的估值问题更加凶险，已经可以称之为危机。</font></font></p><p>2021年7月26日，受到反垄断调查等多重利空的冲击影响，<a href=\"https://laohu8.com/S/00700\">腾讯</a>港股股价大跌7.72%，自2月11日以来累计跌幅超过了35%，其市盈率（TTM）已经降至21.89倍；</p><p>身在美股的<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，自反垄断处罚落地之后就陷入了跌跌不休的境地中，累计跌幅同样达到了35%，市盈率（TTM）降至25倍以下。</p><p>除了腾讯、阿里之外，小米、美团、快手等“二线巨头”，虽然商业模式新颖且业绩增速很快，但股价、市盈率、市销率都在跌跌不休之中。</p><p>相比股价的大幅下跌，在业绩表现上，其实互联网巨头们一直在赚钱，甚至是在加速赚钱。阿里巴巴扣除掉反垄断罚款之后业绩也在增长，<a href=\"https://laohu8.com/S/BIDU\">百度</a>即便是不断砸钱投入自动驾驶，利润也仍在增长。</p><p>但一个奇怪的现象却出现了：<font>中国的</font><font><font>互联网巨头们在不断成长的情况下，资本已经不愿再为其付出任何的溢价，估值一降再降。</font></font></p><p>中国的互联网巨头明显遭遇了国际资本的“双标”待遇。</p><p>没有对比就没有伤害。</p><p>腾讯的股价、市值一跌再跌，7月26日周一跳空低开，全天大幅度下跌，引起一定程度的投资者恐慌。</p><p>而Facebook在继上周五大涨5.3%创历史新高之后，第二个交易日继续强势，市盈率超过30倍。结合其目前市值，预估2021年全年收入计算，Facebook 的市销率约为8.5倍。</p><p>腾讯与Facebook市盈率之间的差距已经拉开，市销率也在逐渐拉开的过程中：按照2021年腾讯将获得25%的收入增长计算，目前其市销率约为7.8倍。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210727/665/w1080h385/20210727/72f1-b9ff9adc7a6feb14145520a0d0d82777.png/w720fin.jpg\"/></div><p>阿里巴巴遭遇了美股上市之后最严重的一次危机，但2021财年Q4收入又增长了40%，即便扣除巨额罚款季报也仍有利润，但这些都被资本市场所无视。</p><p>反观亚马逊，以接近70倍的市盈率获得1.84万亿美元的市值，股价在2021年7月6日大涨4.69%创出历史新高，突破了自2020年7月份以来形成的波动和平台整理，眼看着又要踏上新的市值高峰。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210727/652/w1080h372/20210727/3508-560c2b33c5a5e60d9eb98381a3f15c5e.png/w720fin.jpg\"/></div><p>亚马逊有云计算，阿里巴巴也有；亚马逊有物流体系，阿里巴巴也有；亚马逊有国际业务，阿里巴巴还有。亚马逊的业绩在高速增长，阿里的增速也不低。但两家公司的市盈率差了一半还多。</p><p>在美国互联网巨头股价不断上涨、业绩提升、估值下降的过程中，中国互联网巨头业绩提升，股价不断下跌，估值甚至降得更快。中国的互联网巨头<font><font>明显遭遇了国际资本的“双标”待遇。</font></font></p><p>今年一季度，巴菲特的搭档芒格选择通过旗下Daily Journal大量买入阿里巴巴的股票，当时被看作是阿里即将在反垄断“着落”之际，重获投资价值的利好消息。</p><p>但即便是有这位泰斗级的投资者的加持，也没能把阿里的股价从低迷表现中捞上来。</p><p>即便是考虑到两国之间不同的创业环境、创新环境，分析者们也无法对两国互联网企业之间如此巨大的估值差异给出合情合理的解释。</p><p>除了阿里和腾讯之外，美团、快手、小米等“小巨头”同样被资本看淡。</p><p>小米在2020年利润翻倍、2021年一季度继续同比大增的情况下，市盈率跌至20倍。相比之下，美国市场上的手机巨头<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，市盈率已经上到了32.5倍，其收入和净利润的增长，都低于小米。</p><p>美团、快手仍然处在发展的早期阶段，无法像其他巨头一样获得利润，不适用市盈率，其低估体现在了市销率上。</p><p>观察两家公司的市销率就能发现，快手在26日正式跌破了发行价，市销率已经同步下降到6.19倍。美团的股价从最高460元开始一路下跌，距离腰斩一步之遥，市销率降至8.89倍。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210727/692/w1080h412/20210727/b460-4642a08bf5be942171066f084383aedc.png/w720fin.jpg\"/></div><p>小米、美团、快手都是在中国特色的互联网环境下成长起来的新型企业，商业模式的发展、成熟领先于欧美日韩的互联网行业，IoT、本地生活和短视频也正逐渐渗透到其他国家和地区，是<font><font>相对比较先进的互联网商业模式。</font></font></p><p>但这些商业模式同样遭到了国际资本不公正的待遇。简单对比美股市场同样拥有创新商业模式的小巨头：</p><div><img src=\"http://k.sinaimg.cn/n/spider20210727/709/w1080h429/20210727/032e-4e45b48e54d03a88adfd51023953973d.png/w720fin.jpg\"/></div><p>由华人在美创办的类似于美团的本地生活企业初创企业Doordash，上市后市值已经有610亿美元以上，市销率超过了17倍；</p><p>北美第二大电商公司、有创新的SaaS商业模式的Shopify，目前市值已经2044亿美元，合1.3万亿元，市盈率639倍，市销率70倍；</p><p>就连市值2.18万亿美元的老牌巨头企业<a href=\"https://laohu8.com/S/MSFT\">微软</a>，也能够凭借旗下云业务获得高达13倍以上的市销率。</p><p>可见，那些同样拥有创新型商业模式的成长型企业来说，中、美两国之间小巨头的估值差异，甚至比大巨头们的差距还要更大。</p><p>即便是考虑到两国之间不同的创业环境、创新环境，分析者们也<font><font>无法对两国互联网企业之间如此巨大的估值差异给出合情合理的解释。</font></font>在反垄断、规范互联网经济的过程中，中国互联网企业的估值甚至还在一降再降。</p><p>目前的政策监管环境下，对于反垄断的担忧，影响了国内资本对于互联网企业的价值判断。</p><p>人们倾向于用“中国互联网经济正在经历反垄断的阵痛”，来解释目前中国互联网企业所面对的低估值困境，但实际的情况恐怕并非如此简单。</p><p>互联网公司和其他所有行业一样，都会经历从萌芽到成长，再从成长到成熟的几个阶段。<font><font>在行业逐渐走向成熟的过程中，企业的估值也会有所降低。</font></font></p><p>但企业走向成熟甚至衰退，并不是简单地由时间长短决定，而是需要结合企业的成长性来看，<font><font>成长性意味着发展空间，最终体现在财务数据的增长上。</font></font></p><p>从中国几个互联网巨头的财务数据上看，它们的成长性并没有消失。</p><p>观察中国互联网企业的内生性成长与外延式扩张，可以发现在过去一段时间里，外延式增长（包括对外并购和内部拓展新业务）支撑了巨头们的持续性成长。</p><p>这些大型互联网公司利用自己的平台优势，在过去一段时间对上游、下游、合作伙伴形成了强势的挤压，也因此赚取了一部分的超额收益，这也成了互联网平台招致监管最重要的原因之一。</p><p>但即便是没有超额收益，互联网公司仍然可以通过对用户的经营和服务，去面向B端供应商和C端消费者收取各种类型的服务费用。<font><font>这是由消费者们更轻松、便利的生活需求所决定的，不会以任何监管或政策为转移。</font></font></p><p>商业服务的互联网化、数据化转型还有很长的路要走，并不会因为反垄断的出现戛然而止。但目前的政策监管环境下，对于反垄断的担忧，影响了国内资本对于互联网企业的价值判断。</p><p>海外资本对中国互联网经济的低估值判断，则更多来源于一种与价值无关的<font><font>警惕与偏见</font></font>。这是一股超越经济、超越市场的力量，与企业的产品、经营、财务数据是否优秀，并无太多关系。</p><p>2021年5月底，A股明星公司<a href=\"https://laohu8.com/S/300750\">宁德时代</a>（<font>SZ：300750</font>）成为了创业板首家万亿市值公司，股价逼近400元。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的分析师却将其评级下调至“低配”，目标价251元，直接把股价打了六折。</p><p>有投资者评论，这样的评级“伤害性不大，侮辱性极强”。从那天之后至今，宁德时代股价持续上涨，累计涨幅接近30%，对于摩根士丹利的下调评级并未理会。</p><p>定价权是个好东西。以国内投资者为主体的A股市场，虽然存在定价能力不足、跟风炒作等问题，但对于新兴产业、优秀的公司——甚至是一些仍然处在概念阶段的创业型公司，从来都不会吝啬于给出高估值。<font><font>在中<a href=\"https://laohu8.com/S/600617\">国新能源</a>、芯片产业的发展浪潮中，国内资本敢于给出高估值功不可没。</font></font></p><p>反而是在海外市场，即便是在国内最成功的新经济公司，仍然要被以最苛刻的目光去审视。与其说这是一种“自由市场选择”，还不如说是一种不幸和悲哀。</p><comment></comment><comment></comment><comment></comment><comment></comment></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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.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互联网巨头陷入估值危机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 01:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=http://finance.sina.com.cn/tech/csj/2021-07-27/doc-ikqcfnca9203772.shtml><strong>创事记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：巨潮商业评论美股市场上很多传统产业的公司估值都不算低。食品饮料公司百事的市盈率是26倍，麦当劳35倍，纽约时报市盈率67倍，星巴克更是接近150倍。不仅是谷歌被给了低估值，Facebook、亚马逊等互联网巨头的估值也同样不高。这表示全球投资者对于互联网公司的未来是相对看淡的。相比之下，中国互联网巨头的估值问题更加凶险，已经可以称之为危机。2021年7月26日，受到反垄断调查等多重利空的冲击...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=http://finance.sina.com.cn/tech/csj/2021-07-27/doc-ikqcfnca9203772.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"TCEHY":"腾讯控股ADR","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数","09086":"华夏纳指-U","09988":"阿里巴巴-W","03086":"华夏纳指"},"source_url":"https://cj.sina.cn/article/normal_detail?url=http://finance.sina.com.cn/tech/csj/2021-07-27/doc-ikqcfnca9203772.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154969032","content_text":"来源：巨潮商业评论美股市场上很多传统产业的公司估值都不算低。食品饮料公司百事的市盈率是26倍，麦当劳35倍，纽约时报市盈率67倍，星巴克更是接近150倍。不仅是谷歌被给了低估值，Facebook、亚马逊等互联网巨头的估值也同样不高。这表示全球投资者对于互联网公司的未来是相对看淡的。相比之下，中国互联网巨头的估值问题更加凶险，已经可以称之为危机。2021年7月26日，受到反垄断调查等多重利空的冲击影响，腾讯港股股价大跌7.72%，自2月11日以来累计跌幅超过了35%，其市盈率（TTM）已经降至21.89倍；身在美股的阿里巴巴，自反垄断处罚落地之后就陷入了跌跌不休的境地中，累计跌幅同样达到了35%，市盈率（TTM）降至25倍以下。除了腾讯、阿里之外，小米、美团、快手等“二线巨头”，虽然商业模式新颖且业绩增速很快，但股价、市盈率、市销率都在跌跌不休之中。相比股价的大幅下跌，在业绩表现上，其实互联网巨头们一直在赚钱，甚至是在加速赚钱。阿里巴巴扣除掉反垄断罚款之后业绩也在增长，百度即便是不断砸钱投入自动驾驶，利润也仍在增长。但一个奇怪的现象却出现了：中国的互联网巨头们在不断成长的情况下，资本已经不愿再为其付出任何的溢价，估值一降再降。中国的互联网巨头明显遭遇了国际资本的“双标”待遇。没有对比就没有伤害。腾讯的股价、市值一跌再跌，7月26日周一跳空低开，全天大幅度下跌，引起一定程度的投资者恐慌。而Facebook在继上周五大涨5.3%创历史新高之后，第二个交易日继续强势，市盈率超过30倍。结合其目前市值，预估2021年全年收入计算，Facebook 的市销率约为8.5倍。腾讯与Facebook市盈率之间的差距已经拉开，市销率也在逐渐拉开的过程中：按照2021年腾讯将获得25%的收入增长计算，目前其市销率约为7.8倍。阿里巴巴遭遇了美股上市之后最严重的一次危机，但2021财年Q4收入又增长了40%，即便扣除巨额罚款季报也仍有利润，但这些都被资本市场所无视。反观亚马逊，以接近70倍的市盈率获得1.84万亿美元的市值，股价在2021年7月6日大涨4.69%创出历史新高，突破了自2020年7月份以来形成的波动和平台整理，眼看着又要踏上新的市值高峰。亚马逊有云计算，阿里巴巴也有；亚马逊有物流体系，阿里巴巴也有；亚马逊有国际业务，阿里巴巴还有。亚马逊的业绩在高速增长，阿里的增速也不低。但两家公司的市盈率差了一半还多。在美国互联网巨头股价不断上涨、业绩提升、估值下降的过程中，中国互联网巨头业绩提升，股价不断下跌，估值甚至降得更快。中国的互联网巨头明显遭遇了国际资本的“双标”待遇。今年一季度，巴菲特的搭档芒格选择通过旗下Daily Journal大量买入阿里巴巴的股票，当时被看作是阿里即将在反垄断“着落”之际，重获投资价值的利好消息。但即便是有这位泰斗级的投资者的加持，也没能把阿里的股价从低迷表现中捞上来。即便是考虑到两国之间不同的创业环境、创新环境，分析者们也无法对两国互联网企业之间如此巨大的估值差异给出合情合理的解释。除了阿里和腾讯之外，美团、快手、小米等“小巨头”同样被资本看淡。小米在2020年利润翻倍、2021年一季度继续同比大增的情况下，市盈率跌至20倍。相比之下，美国市场上的手机巨头苹果，市盈率已经上到了32.5倍，其收入和净利润的增长，都低于小米。美团、快手仍然处在发展的早期阶段，无法像其他巨头一样获得利润，不适用市盈率，其低估体现在了市销率上。观察两家公司的市销率就能发现，快手在26日正式跌破了发行价，市销率已经同步下降到6.19倍。美团的股价从最高460元开始一路下跌，距离腰斩一步之遥，市销率降至8.89倍。小米、美团、快手都是在中国特色的互联网环境下成长起来的新型企业，商业模式的发展、成熟领先于欧美日韩的互联网行业，IoT、本地生活和短视频也正逐渐渗透到其他国家和地区，是相对比较先进的互联网商业模式。但这些商业模式同样遭到了国际资本不公正的待遇。简单对比美股市场同样拥有创新商业模式的小巨头：由华人在美创办的类似于美团的本地生活企业初创企业Doordash，上市后市值已经有610亿美元以上，市销率超过了17倍；北美第二大电商公司、有创新的SaaS商业模式的Shopify，目前市值已经2044亿美元，合1.3万亿元，市盈率639倍，市销率70倍；就连市值2.18万亿美元的老牌巨头企业微软，也能够凭借旗下云业务获得高达13倍以上的市销率。可见，那些同样拥有创新型商业模式的成长型企业来说，中、美两国之间小巨头的估值差异，甚至比大巨头们的差距还要更大。即便是考虑到两国之间不同的创业环境、创新环境，分析者们也无法对两国互联网企业之间如此巨大的估值差异给出合情合理的解释。在反垄断、规范互联网经济的过程中，中国互联网企业的估值甚至还在一降再降。目前的政策监管环境下，对于反垄断的担忧，影响了国内资本对于互联网企业的价值判断。人们倾向于用“中国互联网经济正在经历反垄断的阵痛”，来解释目前中国互联网企业所面对的低估值困境，但实际的情况恐怕并非如此简单。互联网公司和其他所有行业一样，都会经历从萌芽到成长，再从成长到成熟的几个阶段。在行业逐渐走向成熟的过程中，企业的估值也会有所降低。但企业走向成熟甚至衰退，并不是简单地由时间长短决定，而是需要结合企业的成长性来看，成长性意味着发展空间，最终体现在财务数据的增长上。从中国几个互联网巨头的财务数据上看，它们的成长性并没有消失。观察中国互联网企业的内生性成长与外延式扩张，可以发现在过去一段时间里，外延式增长（包括对外并购和内部拓展新业务）支撑了巨头们的持续性成长。这些大型互联网公司利用自己的平台优势，在过去一段时间对上游、下游、合作伙伴形成了强势的挤压，也因此赚取了一部分的超额收益，这也成了互联网平台招致监管最重要的原因之一。但即便是没有超额收益，互联网公司仍然可以通过对用户的经营和服务，去面向B端供应商和C端消费者收取各种类型的服务费用。这是由消费者们更轻松、便利的生活需求所决定的，不会以任何监管或政策为转移。商业服务的互联网化、数据化转型还有很长的路要走，并不会因为反垄断的出现戛然而止。但目前的政策监管环境下，对于反垄断的担忧，影响了国内资本对于互联网企业的价值判断。海外资本对中国互联网经济的低估值判断，则更多来源于一种与价值无关的警惕与偏见。这是一股超越经济、超越市场的力量，与企业的产品、经营、财务数据是否优秀，并无太多关系。2021年5月底，A股明星公司宁德时代（SZ：300750）成为了创业板首家万亿市值公司，股价逼近400元。摩根士丹利的分析师却将其评级下调至“低配”，目标价251元，直接把股价打了六折。有投资者评论，这样的评级“伤害性不大，侮辱性极强”。从那天之后至今，宁德时代股价持续上涨，累计涨幅接近30%，对于摩根士丹利的下调评级并未理会。定价权是个好东西。以国内投资者为主体的A股市场，虽然存在定价能力不足、跟风炒作等问题，但对于新兴产业、优秀的公司——甚至是一些仍然处在概念阶段的创业型公司，从来都不会吝啬于给出高估值。在中国新能源、芯片产业的发展浪潮中，国内资本敢于给出高估值功不可没。反而是在海外市场，即便是在国内最成功的新经济公司，仍然要被以最苛刻的目光去审视。与其说这是一种“自由市场选择”，还不如说是一种不幸和悲哀。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979548212,"gmtCreate":1598299280036,"gmtModify":1704218284479,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550693856511595","authorIdStr":"3550693856511595"},"themes":[],"htmlText":"大富的股价说明了一切 一锅粥 跑输板块所有同类公司","listText":"大富的股价说明了一切 一锅粥 跑输板块所有同类公司","text":"大富的股价说明了一切 一锅粥 跑输板块所有同类公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979548212","repostId":"2061995905","repostType":2,"repost":{"id":"2061995905","kind":"news","pubTimestamp":1598025600,"share":"https://www.laohu8.com/m/news/2061995905?lang=&edition=full","pubTime":"2020-08-22 00:00","market":"sh","language":"zh","title":"自主创新占据全球市场制高点","url":"https://stock-news.laohu8.com/highlight/detail?id=2061995905","media":"经济日报","summary":"深圳市大富科技股份有限公司作为我国滤波器行业龙头之一，多年来始终坚持自主创新发展，致力于推动滤波器设备国产化，如今已研发出一系列国际领先的射频器件及移动终端器件，并与相关企业共同打造了包括机电共性制造","content":"<html><body><article><p>深圳市<a href=\"https://laohu8.com/S/300134\">大富科技</a>股份有限公司作为我国滤波器行业龙头之一，多年来始终坚持自主创新发展，致力于推动滤波器设备国产化，如今已研发出一系列国际领先的射频器件及移动终端器件，并与相关企业共同打造了包括机电共性制造平台、工业装备技术平台以及网络工业设计平台在内的三大工业平台，发展成为全球最大的移动通信基站滤波器设计制造厂商。</p><p>创立于2001年的大富科技，如今已积累了1800多项专利技术。其中，PCT专利486项，发明专利596项。“我们之所以能有这么多的专利，实际上是长期以来持续技术改进与微小创新的积累。”大富科技CEO肖竞告诉记者，“滤波器作为一种选频装置，是信息传输过程中的‘质检员’，可以使信号中特定的频率通过。在现代通信技术领域，滤波器是所有信息传输的通道，也是移动通信产业的关键环节之一。滤波器基础原理已经很久没有新跨越。公司产品制造中的每一项创新都是针对领域内一些大家已经‘习以为常’的旧例，但每一处细节的改进都可能对行业发展带来深远影响。”</p><p>以谐振器为例，肖竞举例称，它是滤波器内部的必备元器件，长得有点像一个“蘑菇”。早期的谐振器是使用方形铝块，利用数控机床加工而成。但是，这种加工方式会浪费90%以上的原材料，且生产一个要半小时以上，在产品价格居高不下的同时，难以批量交付。</p><p>为此，大富科技经过不断测试和开发，最终将工艺改成冷镦，以此可使谐振器的加工犹如印刷一样快速，且将原材料浪费比例降至5%以下。“这项看似微小的工艺改进，不仅让我们能够在交付高峰期内按时按量完成产品制造，也让我们的上下游客户受益，进而助推了我国整个通信产业发展。”肖竞说。</p><p>“我们的很多创新，本质上是源于思路的转换。”肖竞介绍说，早在2005年，大富科技就着手从前端产品设计到整个生产工艺制造全流程创新。“滤波器作为通信设备的一部分，早期大家都认为它是一个功能件。我们认为它本质上就是一个机械部件，由一个铝结构件加上一些元器件组成，在其中完成传输电磁波这一功能。如果将元器件抛开，它本身就是一些铝材和铜材等原材料通过加工得到所需形状。基于此，我们将行业中很多传统制作方式、制作工艺和设计理念做了颠覆性创新，并通过不懈努力将产品售价从5000多元降至300元左右。”</p><p>“这个降价的过程，其实就是一个国产替代、打破国际垄断的过程。”肖竞告诉记者，“不仅如此，我们认为除了保有合理的利润率外，我们把降下来的成本贡献给客户和整个行业，这样我们国产通信设备商的竞争力才会越来越强。”</p><p>在着眼产品创新的同时，大富科技还在不断地思考如何在产业链关键环节取得突破。“如果关键环节不掌握在自己手中，就会永远受制于人。”肖竞表示，早期的滤波器加工设备，如数控机床，都需要从海外进口，受到非常多的生产限制，甚至连设备摆放位置都被严格限定，且进口设备价格十分高昂。从2005年起，大富科技痛下决心自主研发，前后耗费超过10亿元，历时10年时间，<a href=\"https://laohu8.com/S/00373\">联合集团</a>旗下子公司深圳市配天制造装备股份有限公司，终于打造出了一系列完全正向设计和研发的创新型机床。“如今，我们的机床不仅能自产自用还能外销，配天工业<a href=\"https://laohu8.com/S/300024\">机器人</a>的技术能力也位列全国第三。”</p><p>“企业的创新实际上是多维度成就的，除自身不断进取外，还与外界的支持密不可分。”肖竞告诉记者，2015年以来，大富科技与<a href=\"https://laohu8.com/S/601818\">光大银行</a>深圳分行形成了良好的银企合作模式。尤其是近两年来，公司正处于从4G到5G转型期间，在产品创新、产能优化方面始终面临资金紧张难题。光大银行深圳分行在得知此情况后，主动对接，并结合公司经营实际开辟了金融绿色通道，为其提供高效服务。今年初，该行在第一时间给予大富科技综合授信2.5亿元，有效缓解了整个集团的资金压力，切实帮助公司渡过了难关。</p><p>得益于创新能力不断加强，大富科技在国际市场也越走越稳。2012年，大富科技通过海外并购，实现了产能进一步提升，也带领着国产滤波器占据了全球制高点。“就全球滤波器市场而言，目前中国产品已经占据了超过九成份额。”肖竞表示，基于滤波器的生产制造，大富科技亦将其生产能力拓展成为机电产品共性制造的销售平台，并围绕产业链上下游拓展。未来，大富科技将逐步从硬件到软件，衍生发展从To B端到To C端的系列通信产品，全力搭建“5G+共享经济”新兴产业格局。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008220731487b292fcd&s=b><strong>经济日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>深圳市大富科技股份有限公司作为我国滤波器行业龙头之一，多年来始终坚持自主创新发展，致力于推动滤波器设备国产化，如今已研发出一系列国际领先的射频器件及移动终端器件，并与相关企业共同打造了包括机电共性制造平台、工业装备技术平台以及网络工业设计平台在内的三大工业平台，发展成为全球最大的移动通信基站滤波器设计制造厂商。创立于2001年的大富科技，如今已积累了1800多项专利技术。其中，PCT专利486项，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008220731487b292fcd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de32cdfac2bad59cafa74c204a27c527","relate_stocks":{"300134":"大富科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008220731487b292fcd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2061995905","content_text":"深圳市大富科技股份有限公司作为我国滤波器行业龙头之一，多年来始终坚持自主创新发展，致力于推动滤波器设备国产化，如今已研发出一系列国际领先的射频器件及移动终端器件，并与相关企业共同打造了包括机电共性制造平台、工业装备技术平台以及网络工业设计平台在内的三大工业平台，发展成为全球最大的移动通信基站滤波器设计制造厂商。创立于2001年的大富科技，如今已积累了1800多项专利技术。其中，PCT专利486项，发明专利596项。“我们之所以能有这么多的专利，实际上是长期以来持续技术改进与微小创新的积累。”大富科技CEO肖竞告诉记者，“滤波器作为一种选频装置，是信息传输过程中的‘质检员’，可以使信号中特定的频率通过。在现代通信技术领域，滤波器是所有信息传输的通道，也是移动通信产业的关键环节之一。滤波器基础原理已经很久没有新跨越。公司产品制造中的每一项创新都是针对领域内一些大家已经‘习以为常’的旧例，但每一处细节的改进都可能对行业发展带来深远影响。”以谐振器为例，肖竞举例称，它是滤波器内部的必备元器件，长得有点像一个“蘑菇”。早期的谐振器是使用方形铝块，利用数控机床加工而成。但是，这种加工方式会浪费90%以上的原材料，且生产一个要半小时以上，在产品价格居高不下的同时，难以批量交付。为此，大富科技经过不断测试和开发，最终将工艺改成冷镦，以此可使谐振器的加工犹如印刷一样快速，且将原材料浪费比例降至5%以下。“这项看似微小的工艺改进，不仅让我们能够在交付高峰期内按时按量完成产品制造，也让我们的上下游客户受益，进而助推了我国整个通信产业发展。”肖竞说。“我们的很多创新，本质上是源于思路的转换。”肖竞介绍说，早在2005年，大富科技就着手从前端产品设计到整个生产工艺制造全流程创新。“滤波器作为通信设备的一部分，早期大家都认为它是一个功能件。我们认为它本质上就是一个机械部件，由一个铝结构件加上一些元器件组成，在其中完成传输电磁波这一功能。如果将元器件抛开，它本身就是一些铝材和铜材等原材料通过加工得到所需形状。基于此，我们将行业中很多传统制作方式、制作工艺和设计理念做了颠覆性创新，并通过不懈努力将产品售价从5000多元降至300元左右。”“这个降价的过程，其实就是一个国产替代、打破国际垄断的过程。”肖竞告诉记者，“不仅如此，我们认为除了保有合理的利润率外，我们把降下来的成本贡献给客户和整个行业，这样我们国产通信设备商的竞争力才会越来越强。”在着眼产品创新的同时，大富科技还在不断地思考如何在产业链关键环节取得突破。“如果关键环节不掌握在自己手中，就会永远受制于人。”肖竞表示，早期的滤波器加工设备，如数控机床，都需要从海外进口，受到非常多的生产限制，甚至连设备摆放位置都被严格限定，且进口设备价格十分高昂。从2005年起，大富科技痛下决心自主研发，前后耗费超过10亿元，历时10年时间，联合集团旗下子公司深圳市配天制造装备股份有限公司，终于打造出了一系列完全正向设计和研发的创新型机床。“如今，我们的机床不仅能自产自用还能外销，配天工业机器人的技术能力也位列全国第三。”“企业的创新实际上是多维度成就的，除自身不断进取外，还与外界的支持密不可分。”肖竞告诉记者，2015年以来，大富科技与光大银行深圳分行形成了良好的银企合作模式。尤其是近两年来，公司正处于从4G到5G转型期间，在产品创新、产能优化方面始终面临资金紧张难题。光大银行深圳分行在得知此情况后，主动对接，并结合公司经营实际开辟了金融绿色通道，为其提供高效服务。今年初，该行在第一时间给予大富科技综合授信2.5亿元，有效缓解了整个集团的资金压力，切实帮助公司渡过了难关。得益于创新能力不断加强，大富科技在国际市场也越走越稳。2012年，大富科技通过海外并购，实现了产能进一步提升，也带领着国产滤波器占据了全球制高点。“就全球滤波器市场而言，目前中国产品已经占据了超过九成份额。”肖竞表示，基于滤波器的生产制造，大富科技亦将其生产能力拓展成为机电产品共性制造的销售平台，并围绕产业链上下游拓展。未来，大富科技将逐步从硬件到软件，衍生发展从To B端到To C端的系列通信产品，全力搭建“5G+共享经济”新兴产业格局。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":639948346,"gmtCreate":1643142485540,"gmtModify":1643142485540,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"htmlText":"美股不知道 大a是只能跟着人家挨嘴巴","listText":"美股不知道 大a是只能跟着人家挨嘴巴","text":"美股不知道 大a是只能跟着人家挨嘴巴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639948346","repostId":"1195280084","repostType":2,"repost":{"id":"1195280084","kind":"news","pubTimestamp":1643102284,"share":"https://www.laohu8.com/m/news/1195280084?lang=&edition=full","pubTime":"2022-01-25 17:18","market":"us","language":"zh","title":"美联储真会拖垮美股？华尔街众说纷纭","url":"https://stock-news.laohu8.com/highlight/detail?id=1195280084","media":"智通财经网","summary":"俄乌局势惊扰市场，叠加人们对美联储3月开启加息周期的预期，美股周一开盘遭抛售，但最后走出深V型态。当日美股三大股指盘中大跌，道指一度跌超3%，跌超1115点，纳指一度跌近5%，标普500指数一度跌近4","content":"<html><head></head><body><p>俄乌局势惊扰市场，叠加人们对美联储3月开启加息周期的预期，美股周一开盘遭抛售，但最后走出深V型态。当日美股三大股指盘中大跌，道指一度跌超3%，跌超1115点，纳指一度跌近5%，标普500指数一度跌近4%，但尾盘三大股指收复跌幅，最终小幅收涨。</p><p>尽管美股市场动荡，基本面数据低迷，但是利率市场依然坚定认为，美联储不会暂缓紧缩政策，3月份加息已然箭在弦上。掉期市场显示， 美联储3月可能加息25个基点，市场预期2022年全年接近加息一个完整百分点 。北京时间周四凌晨3点，美联储将公布利率决议，市场将关注该行会否透露关于加息和缩表方面的信号。</p><p>美联储加息已是板上钉钉，但这究竟会对美股走向带来什么影响？策略师众说纷纭。</p><p>Fundstrat Global Advisor全球投资组合策略和资产配置部门主管Brian Rauscher称，其研究显示<b>交易低点可能已经出现</b>，但考虑到美联储、通胀触顶和新冠疫情尚未结束，该策略师也不太能确定上半年的低点是否已经达到，所以激进的交易员和策略投资人有机会利用预期的反弹，寻找被过度抛售的优质股。</p><p>相比之下，摩根大通首席股票策略师Marko Kolanovic观点则更为明确。Kolanovic认为，<b>投资者对利率上升的担忧过头了，标普500指数的回调可能正接近“最后阶段”</b>，并表示近期股市的看跌情绪与经济活动的势头不符，供应链瓶颈已有所缓解，而且“我们预计将迎来强劲的财报季”。</p><p>Kolanovic称，投资者情绪转跌和技术指标超卖表明，“我们可能处于此次调整的最后阶段。尽管市场还在努力消化加息带来的轮动，但我们预计财报季将使市场恢复信心”。</p><p>Kolanovic认为，如果股市继续下跌，美联储可能会通过改变政策来阻止下跌。“在最坏的情况下，我们可能会看到‘美联储看跌期权’回归。” 据悉， 所谓美联储看跌期权是指如果美股因为货币政策收紧而大跌，美联储会停止紧缩。</p><p>如果美联储因为股市大跌而调整政策，可能意味着今年加息次数会减少，或推迟缩减资产负债表的计划。这反过来可能有助于推动投资者风险偏好的回归，并引发遭受重创的科技股和加密货币的反弹。但这一切都可能取决于通胀的速度。</p><p>Evercore IS策略师Julian Emanuel周一表示，<b>标普500指数跌至3670之日，即为美联储看跌期权行权之时。</b>Emanuel称，通过检视过去发生的大事，如1987年股灾、1988年长期资本管理(LTCM)私募基金垮台、2001年科技泡沫破裂、2008年全球金融危机、2019年鲍威尔转变(Powell Pivot)、2020年因应疫情纾困等，预计美联储看跌期权(Fed put)的平均执行价格是峰顶到谷底下跌23.8%(相当于现今标普500指数跌到3,670点)。</p><p>MillerTabak+公司的首席市场策略师Matt Maley观察到，虽然看到追缴保证金之类“强制平仓”的迹象，但过去几年积累的杠杆操作需要更长的时间才能解除 ，因此Maley认为，这是<b>投资人该逢高卖出而非逢低买入期。</b></p><p><b>市场上还有许多看空的声音。</b>投行Stifel的首席股票策略师Barry Bannister就表示，<b>标普500指数周一盘中止跌回升的涨势是一场彻头彻尾的骗局。</b>该策略师表示，要想让股市跌到低点，让牛市重新开始，需要做很多事情，其中包括美联储政策鸽派转向以压低美国十年期通胀保值国债(TIPS)的收益率(美债实际收益率)，美国制造业PMI触底等，但这些都不可能发生。</p><p>沃顿商学院金融学教授Jeremy Siegel也认为，<b>美国股市的“震荡”期还远未结束，以科技股为主的纳斯达克指数势将跌入熊市</b>，而标普500指数也将陷入回调，即较近期高点下跌10%，该指数周一盘中一度达到了这一跌幅。通胀方面，Siegel认为美国经济中的通胀压力还会持续一整年，物价可能会像2021年那样再上涨7%。</p><p>因此，Siegel表示，这一系列技术信号也表明，市场可能会出现更多波动。美国市场未来将面临更多根本性挑战，从美联储艰难地遏制价格压力，到奥密克戎变种病毒的不断扩散，从而削弱第一季度经济扩张。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美联储真会拖垮美股？华尔街众说纷纭</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储真会拖垮美股？华尔街众说纷纭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 17:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/647749.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>俄乌局势惊扰市场，叠加人们对美联储3月开启加息周期的预期，美股周一开盘遭抛售，但最后走出深V型态。当日美股三大股指盘中大跌，道指一度跌超3%，跌超1115点，纳指一度跌近5%，标普500指数一度跌近4%，但尾盘三大股指收复跌幅，最终小幅收涨。尽管美股市场动荡，基本面数据低迷，但是利率市场依然坚定认为，美联储不会暂缓紧缩政策，3月份加息已然箭在弦上。掉期市场显示， 美联储3月可能加息25个基点，市场...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/647749.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/647749.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1195280084","content_text":"俄乌局势惊扰市场，叠加人们对美联储3月开启加息周期的预期，美股周一开盘遭抛售，但最后走出深V型态。当日美股三大股指盘中大跌，道指一度跌超3%，跌超1115点，纳指一度跌近5%，标普500指数一度跌近4%，但尾盘三大股指收复跌幅，最终小幅收涨。尽管美股市场动荡，基本面数据低迷，但是利率市场依然坚定认为，美联储不会暂缓紧缩政策，3月份加息已然箭在弦上。掉期市场显示， 美联储3月可能加息25个基点，市场预期2022年全年接近加息一个完整百分点 。北京时间周四凌晨3点，美联储将公布利率决议，市场将关注该行会否透露关于加息和缩表方面的信号。美联储加息已是板上钉钉，但这究竟会对美股走向带来什么影响？策略师众说纷纭。Fundstrat Global Advisor全球投资组合策略和资产配置部门主管Brian Rauscher称，其研究显示交易低点可能已经出现，但考虑到美联储、通胀触顶和新冠疫情尚未结束，该策略师也不太能确定上半年的低点是否已经达到，所以激进的交易员和策略投资人有机会利用预期的反弹，寻找被过度抛售的优质股。相比之下，摩根大通首席股票策略师Marko Kolanovic观点则更为明确。Kolanovic认为，投资者对利率上升的担忧过头了，标普500指数的回调可能正接近“最后阶段”，并表示近期股市的看跌情绪与经济活动的势头不符，供应链瓶颈已有所缓解，而且“我们预计将迎来强劲的财报季”。Kolanovic称，投资者情绪转跌和技术指标超卖表明，“我们可能处于此次调整的最后阶段。尽管市场还在努力消化加息带来的轮动，但我们预计财报季将使市场恢复信心”。Kolanovic认为，如果股市继续下跌，美联储可能会通过改变政策来阻止下跌。“在最坏的情况下，我们可能会看到‘美联储看跌期权’回归。” 据悉， 所谓美联储看跌期权是指如果美股因为货币政策收紧而大跌，美联储会停止紧缩。如果美联储因为股市大跌而调整政策，可能意味着今年加息次数会减少，或推迟缩减资产负债表的计划。这反过来可能有助于推动投资者风险偏好的回归，并引发遭受重创的科技股和加密货币的反弹。但这一切都可能取决于通胀的速度。Evercore IS策略师Julian Emanuel周一表示，标普500指数跌至3670之日，即为美联储看跌期权行权之时。Emanuel称，通过检视过去发生的大事，如1987年股灾、1988年长期资本管理(LTCM)私募基金垮台、2001年科技泡沫破裂、2008年全球金融危机、2019年鲍威尔转变(Powell Pivot)、2020年因应疫情纾困等，预计美联储看跌期权(Fed put)的平均执行价格是峰顶到谷底下跌23.8%(相当于现今标普500指数跌到3,670点)。MillerTabak+公司的首席市场策略师Matt Maley观察到，虽然看到追缴保证金之类“强制平仓”的迹象，但过去几年积累的杠杆操作需要更长的时间才能解除 ，因此Maley认为，这是投资人该逢高卖出而非逢低买入期。市场上还有许多看空的声音。投行Stifel的首席股票策略师Barry Bannister就表示，标普500指数周一盘中止跌回升的涨势是一场彻头彻尾的骗局。该策略师表示，要想让股市跌到低点，让牛市重新开始，需要做很多事情，其中包括美联储政策鸽派转向以压低美国十年期通胀保值国债(TIPS)的收益率(美债实际收益率)，美国制造业PMI触底等，但这些都不可能发生。沃顿商学院金融学教授Jeremy Siegel也认为，美国股市的“震荡”期还远未结束，以科技股为主的纳斯达克指数势将跌入熊市，而标普500指数也将陷入回调，即较近期高点下跌10%，该指数周一盘中一度达到了这一跌幅。通胀方面，Siegel认为美国经济中的通胀压力还会持续一整年，物价可能会像2021年那样再上涨7%。因此，Siegel表示，这一系列技术信号也表明，市场可能会出现更多波动。美国市场未来将面临更多根本性挑战，从美联储艰难地遏制价格压力，到奥密克戎变种病毒的不断扩散，从而削弱第一季度经济扩张。","news_type":1},"isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316485547860024,"gmtCreate":1718294789064,"gmtModify":1718295050727,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"htmlText":"Garbish.","listText":"Garbish.","text":"Garbish.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316485547860024","repostId":"2443929885","repostType":2,"repost":{"id":"2443929885","kind":"highlight","pubTimestamp":1718224756,"share":"https://www.laohu8.com/m/news/2443929885?lang=&edition=full","pubTime":"2024-06-13 04:39","market":"us","language":"en","title":"3 Sleeper Stocks Positioned for Huge Growth by 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2443929885","media":"InvestorPlace","summary":"Discover the fundamentals and high potential of the top sleeper stocks in advertising, consumer finance and energy industries.","content":"<html><body><article>\n<header>\n<div>\n<div>\n<ul>\n<li><span>All three stocks demonstrate robust growth potential, profitability and financial stability, making them promising sleeper stocks.</span></li>\n<li><span><strong>Perion</strong> (<span><strong><u>PERI</u></strong></span>): Excels in retail media solutions, CTV advertising and programmatic digital out-of-home advertising.</span></li>\n<li><span><strong>SoFi</strong> (<span><strong><u>SOFI</u></strong></span>): Achieves steady revenue growth driven by diversified segments and profitability.</span></li>\n<li><span><strong>Gran Tierra</strong> (<span><strong><u><a href=\"https://laohu8.com/S/GTE_old.AU\">GTE</a></u></strong></span>): Exhibits consistent solid liquidity growth based on its operational edge and high funds from operations.</span></li>\n</ul>\n</div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" height=\"432\" loading=\"lazy\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-768x432.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-1536x864.jpg 1536w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2023/09/blue-alarm-clock-sleeper-stocks-1600.jpg 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: shutterstock.com/Chawalit Banpot</p>\n</figcaption>\n</figure>\n<div>\n<p>Finding discounted opportunities greatly increases portfolio profits in the constantly changing world of stock investing. Here are the top three sleeper stocks. These three companies are steadily gaining ground and have the potential to develop significantly but most investors still need to discover them.</p>\n<p>Understanding the fundamentals of these sleeper stocks is important since they can yield significant profits before gaining market traction. These companies are vital due to their creative digital advertising solutions, steady top-line growth in the financial technology industry and solid financial performance in the energy market.</p>\n<p>Each business operates in a different field but unites through solid growth potential and sound financial standing. This article provides investors with important insights by identifying the elements contributing to their success. Gaining substantial profits and improving investing methods may depend on your ability to identify and comprehend these opportunities at an early stage. Let’s dive into the stock market’s hidden value for these emerging stars.</p>\n<h2>Perion (PERI)</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-300x169.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2019/11/peri-stock-1.jpg 1600w\" width=\"300\"/><div>Source: photobyphm / Shutterstock.com</div></div><p><strong>Perion</strong> (NASDAQ:<span><strong><u>PERI</u></strong></span>) has unique digital advertising strategies. The company excels in retail media solutions, connected TV (<span>CTV</span>) and programmatic digital out-of-home ads. In Q1 2024, Perion’s retail media offerings experienced a staggering 134% year-over-year (YoY) increase, a testament to its ability to capture significant demand in the retail industry. The company’s use of artificial intelligence (<span>AI</span>)-driven dynamic mapping and high-impact advertising units has been instrumental in its leadership in this field.</p>\n<p>Moreover, integrating HiveStack’s digital out-of-home advertising technology has further strengthened Perion’s retail media solutions, setting the stage for future top-line expansion. With that, Perion is leveraging real-time data, such as sporting events, to optimize ad delivery and drive sales lift. In Q1, Perion’s CTV advertising division saw impressive growth, rising 108% YoY. This expansion demonstrates the business’s capacity to satisfy the changing demand from digital marketers. </p>\n<p>Overall, Perion’s growth trajectory has been accelerated by its creative application of AI-driven technology and dynamic mapping. Given its increasing success in digital advertising, the company stands out as a strong candidate for sleeper stocks.</p>\n<h2>SoFi (SOFI)</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-300x169.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-300x169.png 300w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-768x432.png 768w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-200x113.png 200w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-400x225.png 400w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-116x65.png 116w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-100x56.png 100w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-89x50.png 89w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600-78x44.png 78w, https://investorplace.com/wp-content/uploads/2022/03/sofi-1600.png 1600w\" width=\"300\"/><div>Source: Michael Vi / Shutterstock</div></div><p><strong>SoFi</strong> (NASDAQ:<span><strong><u>SOFI</u></strong></span>) is a financial services and technology platform. The company provides financial services, like investment management and lending. In Q1 2024, SoFi’s adjusted net sales increased by 26% YoY to $581 million. This is the 12th quarter in a row with growth above 25%. Financial services and technology platforms provide most of the top-line. Their contribution has boosted to 42% of adjusted net revenue in Q1 2024 from 33% the previous year.</p>\n<p>Moreover, with adjusted EBITDA of $144 million, up 91% YoY and a 25% margin as opposed to 16% a year before, SoFi saw a notable increase in margin. The financial services division saw a significant increase in margin, rising from a $24 million loss in the previous quarter to a 25% profit in Q1. Similarly, SoFi exhibited excellent balance sheet management by increasing tangible book value 16% sequentially to $4.1 billion.</p>\n<p>To sum up, SoFi is a compelling addition to the list of sleeper stocks due to its steady revenue growth and profitability across all categories. This is especially true considering its flexibility in responding to shifting customer expectations and its strong development potential in the fintech industry.</p>\n<h2>Gran Tierra (GTE)</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-300x169.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2019/07/naturalgas1600b.jpg 1600w\" width=\"300\"/><div>Source: Shutterstock</div></div><p><strong>Gran Tierra </strong>(NYSEMKT:<span><strong><u>GTE</u></strong></span>) is an energy company that specializes in discovering and extracting natural gas and oil. The company derived a Funds flow from operations (FFO) of $74 million in the first quarter of 2024, a solid 24% YoY boost over Q1 2023. This is happening despite operating in a volatile industry.</p>\n<p>Additionally, the company’s adjusted EBITDA increased, coming in at $95 million for the quarter as opposed to $93 million the previous quarter. Gran Tierra has solid operational performance and sharp capital usage, which is reflected in its stable FFO growth and adjusted EBITDA.</p>\n<p>Further, the company produced almost $19 million in free cash flow (<span>FCF</span>) in the quarter, even though it spent $55 million on capital projects. Gran Tierra can produce FCF, which signifies its successful and efficient operations. This enables the business to reinvest in expansion prospects, pay down debt or reward shareholders with dividends or share buybacks. In short, Gran Tierra’s operational efficiency and financial stability are shown in its capacity to create FCF and its constant rise in FFO.</p>\n<p><em><em>As of this writing, Yiannis Zourmpanos held a long position in SOFI. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></em></p>\n<div><p>Yiannis Zourmpanos is the founder of Yiazou Capital Research, a stock-market research platform designed to elevate the due diligence process through in-depth business analysis.</p></div><div><p>Bank, Communications, Energy, Financial, Fintech, Natural Gas, Oil</p></div><div><p>Undervalued Stocks</p></div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 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value=\"\"/>\n<input type=\"hidden\" value=\"free\"/>\n<input placeholder=\"Email Address\" required=\"\" type=\"email\" value=\"\"/>\n<button>Submit</button>\n</form>\n</div>\n</div>\n</div>\n</div>\n<div>\n<hr/>\n<p>Article printed from InvestorPlace Media, https://investorplace.com/2024/06/3-sleeper-stocks-positioned-for-huge-growth-by-2025/.</p>\n<p>©2024 InvestorPlace Media, LLC</p>\n</div>\n</div>\n</header></article></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Sleeper Stocks Positioned for Huge Growth by 2025</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\">\n3 Sleeper Stocks Positioned for Huge Growth by 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-13 04:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/3-sleeper-stocks-positioned-for-huge-growth-by-2025/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>All three stocks demonstrate robust growth potential, profitability and financial stability, making them promising sleeper stocks.\nPerion (PERI): Excels in retail media solutions, CTV advertising and ...</p>\n\n<a href=\"https://investorplace.com/2024/06/3-sleeper-stocks-positioned-for-huge-growth-by-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","FCF":"第一联邦金融","CTV":"Innovid","BK4585":"ETF&股票定投概念","GTE":"Gran Tierra Energy","BK4166":"消费信贷","SOFI":"SoFi Technologies Inc.","BK4588":"碎股","PERI":"Perion Network Ltd","BK4213":"石油与天然气的勘探与生产","BK4549":"软银资本持仓","BK4211":"区域性银行","BK4009":"广告","BK4551":"寇图资本持仓"},"source_url":"https://investorplace.com/2024/06/3-sleeper-stocks-positioned-for-huge-growth-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443929885","content_text":"All three stocks demonstrate robust growth potential, profitability and financial stability, making them promising sleeper stocks.\nPerion (PERI): Excels in retail media solutions, CTV advertising and programmatic digital out-of-home advertising.\nSoFi (SOFI): Achieves steady revenue growth driven by diversified segments and profitability.\nGran Tierra (GTE): Exhibits consistent solid liquidity growth based on its operational edge and high funds from operations.\n\n\n\n\n\n \n\nSource: shutterstock.com/Chawalit Banpot\n\n\n\nFinding discounted opportunities greatly increases portfolio profits in the constantly changing world of stock investing. Here are the top three sleeper stocks. These three companies are steadily gaining ground and have the potential to develop significantly but most investors still need to discover them.\nUnderstanding the fundamentals of these sleeper stocks is important since they can yield significant profits before gaining market traction. These companies are vital due to their creative digital advertising solutions, steady top-line growth in the financial technology industry and solid financial performance in the energy market.\nEach business operates in a different field but unites through solid growth potential and sound financial standing. This article provides investors with important insights by identifying the elements contributing to their success. Gaining substantial profits and improving investing methods may depend on your ability to identify and comprehend these opportunities at an early stage. Let’s dive into the stock market’s hidden value for these emerging stars.\nPerion (PERI)\nSource: photobyphm / Shutterstock.comPerion (NASDAQ:PERI) has unique digital advertising strategies. The company excels in retail media solutions, connected TV (CTV) and programmatic digital out-of-home ads. In Q1 2024, Perion’s retail media offerings experienced a staggering 134% year-over-year (YoY) increase, a testament to its ability to capture significant demand in the retail industry. The company’s use of artificial intelligence (AI)-driven dynamic mapping and high-impact advertising units has been instrumental in its leadership in this field.\nMoreover, integrating HiveStack’s digital out-of-home advertising technology has further strengthened Perion’s retail media solutions, setting the stage for future top-line expansion. With that, Perion is leveraging real-time data, such as sporting events, to optimize ad delivery and drive sales lift. In Q1, Perion’s CTV advertising division saw impressive growth, rising 108% YoY. This expansion demonstrates the business’s capacity to satisfy the changing demand from digital marketers. \nOverall, Perion’s growth trajectory has been accelerated by its creative application of AI-driven technology and dynamic mapping. Given its increasing success in digital advertising, the company stands out as a strong candidate for sleeper stocks.\nSoFi (SOFI)\nSource: Michael Vi / ShutterstockSoFi (NASDAQ:SOFI) is a financial services and technology platform. The company provides financial services, like investment management and lending. In Q1 2024, SoFi’s adjusted net sales increased by 26% YoY to $581 million. This is the 12th quarter in a row with growth above 25%. Financial services and technology platforms provide most of the top-line. Their contribution has boosted to 42% of adjusted net revenue in Q1 2024 from 33% the previous year.\nMoreover, with adjusted EBITDA of $144 million, up 91% YoY and a 25% margin as opposed to 16% a year before, SoFi saw a notable increase in margin. The financial services division saw a significant increase in margin, rising from a $24 million loss in the previous quarter to a 25% profit in Q1. Similarly, SoFi exhibited excellent balance sheet management by increasing tangible book value 16% sequentially to $4.1 billion.\nTo sum up, SoFi is a compelling addition to the list of sleeper stocks due to its steady revenue growth and profitability across all categories. This is especially true considering its flexibility in responding to shifting customer expectations and its strong development potential in the fintech industry.\nGran Tierra (GTE)\nSource: ShutterstockGran Tierra (NYSEMKT:GTE) is an energy company that specializes in discovering and extracting natural gas and oil. The company derived a Funds flow from operations (FFO) of $74 million in the first quarter of 2024, a solid 24% YoY boost over Q1 2023. This is happening despite operating in a volatile industry.\nAdditionally, the company’s adjusted EBITDA increased, coming in at $95 million for the quarter as opposed to $93 million the previous quarter. Gran Tierra has solid operational performance and sharp capital usage, which is reflected in its stable FFO growth and adjusted EBITDA.\nFurther, the company produced almost $19 million in free cash flow (FCF) in the quarter, even though it spent $55 million on capital projects. Gran Tierra can produce FCF, which signifies its successful and efficient operations. This enables the business to reinvest in expansion prospects, pay down debt or reward shareholders with dividends or share buybacks. In short, Gran Tierra’s operational efficiency and financial stability are shown in its capacity to create FCF and its constant rise in FFO.\nAs of this writing, Yiannis Zourmpanos held a long position in SOFI. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\nYiannis Zourmpanos is the founder of Yiazou Capital Research, a stock-market research platform designed to elevate the due diligence process through in-depth business analysis.Bank, Communications, Energy, Financial, Fintech, Natural Gas, OilUndervalued Stocks\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/06/3-sleeper-stocks-positioned-for-huge-growth-by-2025/.\n©2024 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":612989926,"gmtCreate":1652130994965,"gmtModify":1652130994965,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>bs stock","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>bs stock","text":"$SoFi Technologies Inc.(SOFI)$bs 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大哥了你也回点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636175130","isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630724830,"gmtCreate":1643056548975,"gmtModify":1643056548975,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>你就不是大盘的事了 唉","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>你就不是大盘的事了 唉","text":"$新东方(EDU)$你就不是大盘的事了 唉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630724830","isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696360816,"gmtCreate":1640618816999,"gmtModify":1640618816999,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"htmlText":"盈利不重要 什么不挨打才重要 可怜的中国企业家","listText":"盈利不重要 什么不挨打才重要 可怜的中国企业家","text":"盈利不重要 什么不挨打才重要 可怜的中国企业家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696360816","repostId":"2194053001","repostType":2,"repost":{"id":"2194053001","kind":"news","pubTimestamp":1640589037,"share":"https://www.laohu8.com/m/news/2194053001?lang=&edition=full","pubTime":"2021-12-27 15:10","market":"us","language":"zh","title":"俞敏洪将于12月28日在抖音开启首场助农直播","url":"https://stock-news.laohu8.com/highlight/detail?id=2194053001","media":"电商报","summary":"12月27日消息，昨日晚间，俞敏洪在直播中正式宣布将在12月28日开启助农直播首秀，届时，俞敏洪抖音直播间和“东方甄选”的抖音直播间将同时开启。据了解，今年11月7日晚间，新东方董事长俞敏洪在其抖音直播间称，除退租1500个新教学点，为农村孩子捐献近八万套课桌椅外，新东方计划成立一个大型农业平台——东方优选。天眼查信息显示，今年10月27日，东方优选（北京）科技有限公司正式成立，该公司经营范围包括食品互联网销售等。","content":"<html><body><article><p>12月27日消息，昨日晚间，俞敏洪在直播中正式宣布将在12月28日开启助农直播首秀，届时，俞敏洪<a href=\"https://laohu8.com/S/DYIN\">抖音</a>直播间和“东方甄选”的抖音直播间将同时开启。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20211227151200419d1970g0c0mcda08\"/><p>据官方信息透露，俞敏洪本场直播产品将上线生鲜蔬果、粮油干货、乳品零食等多个品类的数十种产品，其中不仅包括中粮、本来生活等农业大品牌旗下的精选产品，也涵盖不少从原产地直接精选的品质农物。</p><p>值得注意的是，本场直播期间，俞敏洪将和大家真实分享各产品的体验和心得，还将与“东方甄选”直播间进行双屏联动，共同为大家带来更多产品。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20211227151201288d197xwfzqquf5bv\"/><p>据了解，今年11月7日晚间，<a href=\"https://laohu8.com/S/EDU\">新东方</a>董事长俞敏洪在其抖音直播间称，除退租1500个新教学点，为农村孩子捐献近八万套课桌椅外，新东方计划成立一个大型农业平台——东方优选。未来，他和几百位老师将通过直播带货<a href=\"https://laohu8.com/S/000061\">农产品</a>销售，支持乡村振兴事业。</p><p>11月9日晚间，新东方官方向齐鲁晚报方面回复称，新东方旗下的东方优选（北京）科技有限公司将开展助农相关业务，但具体的新业务目前仍处于探索阶段，详细计划正在制定中。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20211227151202289d19704argyfr45b\"/><p>天眼查信息显示，今年10月27日，东方优选（北京）科技有限公司正式成立，该公司经营范围包括食品互联网销售等。12月7日，新东方又与一电商企业合开东方甄选（北京）科技有限公司，股权穿透图显示，该公司由北京新东方迅程网络科技股份有限公司与北京仰德电子商务合伙企业（有限合伙）共同持股。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>俞敏洪将于12月28日在抖音开启首场助农直播</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俞敏洪将于12月28日在抖音开启首场助农直播\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 15:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112271512027a1b48f7&s=b><strong>电商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月27日消息，昨日晚间，俞敏洪在直播中正式宣布将在12月28日开启助农直播首秀，届时，俞敏洪抖音直播间和“东方甄选”的抖音直播间将同时开启。据官方信息透露，俞敏洪本场直播产品将上线生鲜蔬果、粮油干货、乳品零食等多个品类的数十种产品，其中不仅包括中粮、本来生活等农业大品牌旗下的精选产品，也涵盖不少从原产地直接精选的品质农物。值得注意的是，本场直播期间，俞敏洪将和大家真实分享各产品的体验和心得，还...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112271512027a1b48f7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1bd9ea95ee3c17d32d7187c5dda56cd","relate_stocks":{"BK4526":"热门中概股","BK1228":"教育服务","BK4506":"内地教育股","EDU":"新东方","09901":"新东方-S","BK1556":"内地教育股","BK4503":"景林资产持仓","BK1596":"K12教育","BK4510":"在线教育","BK4509":"腾讯概念","BK4204":"教育服务","BK1588":"回港中概股","BK4531":"中概回港概念","BK4535":"淡马锡持仓","BK1519":"在线教育","BK4505":"高瓴资本持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112271512027a1b48f7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2194053001","content_text":"12月27日消息，昨日晚间，俞敏洪在直播中正式宣布将在12月28日开启助农直播首秀，届时，俞敏洪抖音直播间和“东方甄选”的抖音直播间将同时开启。据官方信息透露，俞敏洪本场直播产品将上线生鲜蔬果、粮油干货、乳品零食等多个品类的数十种产品，其中不仅包括中粮、本来生活等农业大品牌旗下的精选产品，也涵盖不少从原产地直接精选的品质农物。值得注意的是，本场直播期间，俞敏洪将和大家真实分享各产品的体验和心得，还将与“东方甄选”直播间进行双屏联动，共同为大家带来更多产品。据了解，今年11月7日晚间，新东方董事长俞敏洪在其抖音直播间称，除退租1500个新教学点，为农村孩子捐献近八万套课桌椅外，新东方计划成立一个大型农业平台——东方优选。未来，他和几百位老师将通过直播带货农产品销售，支持乡村振兴事业。11月9日晚间，新东方官方向齐鲁晚报方面回复称，新东方旗下的东方优选（北京）科技有限公司将开展助农相关业务，但具体的新业务目前仍处于探索阶段，详细计划正在制定中。天眼查信息显示，今年10月27日，东方优选（北京）科技有限公司正式成立，该公司经营范围包括食品互联网销售等。12月7日，新东方又与一电商企业合开东方甄选（北京）科技有限公司，股权穿透图显示，该公司由北京新东方迅程网络科技股份有限公司与北京仰德电子商务合伙企业（有限合伙）共同持股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855116603,"gmtCreate":1635343149963,"gmtModify":1635343149963,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"htmlText":"高毅一来彻底完蛋","listText":"高毅一来彻底完蛋","text":"高毅一来彻底完蛋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855116603","repostId":"2178896192","repostType":2,"repost":{"id":"2178896192","kind":"news","pubTimestamp":1635310440,"share":"https://www.laohu8.com/m/news/2178896192?lang=&edition=full","pubTime":"2021-10-27 12:54","market":"us","language":"zh","title":"铝业巨头中国铝业第三季度净利增430% 高毅新进十大股东，铝价见顶了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2178896192","media":"界面新闻","summary":"10月27日早盘，有色金属板块下跌，截至当日午盘，中国铝业(601600.SH)报收6.49元/股，跌6.21%。该公司于10月26日晚间发布2021年度三季报，今年第三季度实现营业收入741.93亿...","content":"<div>\n<p>10月27日早盘，有色金属板块下跌，截至当日午盘，中国铝业(601600.SH)报收6.49元/股，跌6.21%。\n　　该公司于10月26日晚间发布2021年度三季报，今年第三季度实现营业收入741.93亿元，同比增51.27%；实现归属于上市公司股东的净利润22.32亿元，跟上年同期相比，出现了429.93%的增长幅度。\n　　今年前三季度，中国铝业实现营业收入1949.29亿元，比上年同期增长了...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202110272157121941.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>铝业巨头中国铝业第三季度净利增430% 高毅新进十大股东，铝价见顶了吗？</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铝业巨头中国铝业第三季度净利增430% 高毅新进十大股东，铝价见顶了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 12:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202110272157121941.html><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月27日早盘，有色金属板块下跌，截至当日午盘，中国铝业(601600.SH)报收6.49元/股，跌6.21%。\n　　该公司于10月26日晚间发布2021年度三季报，今年第三季度实现营业收入741.93亿元，同比增51.27%；实现归属于上市公司股东的净利润22.32亿元，跟上年同期相比，出现了429.93%的增长幅度。\n　　今年前三季度，中国铝业实现营业收入1949.29亿元，比上年同期增长了...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202110272157121941.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78e4944908df81bfad358b07ba0dc819","relate_stocks":{"601600":"中国铝业","02600":"中国铝业","ACH":"中国铝业"},"source_url":"http://finance.eastmoney.com/a/202110272157121941.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178896192","content_text":"10月27日早盘，有色金属板块下跌，截至当日午盘，中国铝业(601600.SH)报收6.49元/股，跌6.21%。\n　　该公司于10月26日晚间发布2021年度三季报，今年第三季度实现营业收入741.93亿元，同比增51.27%；实现归属于上市公司股东的净利润22.32亿元，跟上年同期相比，出现了429.93%的增长幅度。\n　　今年前三季度，中国铝业实现营业收入1949.29亿元，比上年同期增长了46.39%。值得注意的是，中国铝业归属于上市公司股东的净利润为53.07亿元，同比增长1035.68%，扣非净利润增幅更是高达4528.69%。\n　　图片来源：上市公司公告\n　　主产品量价齐升\n　　中国铝业是中国有色金属行业的龙头企业，是全球最大的氧化铝、电解铝、精细氧化铝、高纯铝和铝用阳极生产供应商。　　在中国铝业的主要运营数据中可以看到，今年1-9月的主要产品除了煤炭之外，其他产品的产销量都出现了明显的增长。例如，氧化铝产量1217万吨，跟上年同期的1074万吨相比较，增长13.31%；精细氧化铝产量同比增长9.18%至321万吨。\n　　今年1-9月中国铝业的氧化铝销量有30.16%的大幅增长，自产氧化铝外销712万吨，而去年1-9月外销547万吨。\n　　图片来源：上市公司公告\n　　中国铝业在今年第三季度沿续好业绩，主要产品产销量增长是原因之一，在此期间，铝价大幅上涨，利润也就相应丰厚许多。\n　　沪铝指数(ALFI)2021年1月初在15000点附近，此后随着铝价上涨，指数也一路飙涨，到2021年9月底，沪铝指数已经接近25000点。中国铝业赶上了好时候。\n　　三季报显示，高毅邓晓峰管理的信托计划新进前十大流通股东名单。香港中央结算公司(陆股通)对中国铝业A股增持1.78亿股，增持比例高达51.42%。\n\n　　铝行业未来会怎么走？\n　　不过，从沪铝指数走势来看，今年10月下旬出现了连续下跌，已经回到了20000点附近。这是否意味着铝价已经见顶？\n　　有分析指出，碳中和背景下，未来电解铝的新增产能是有限的，供给或许不会有大幅增加；而需求似乎并不会减少，反而还可能出现新能源汽车、光伏等用铝的领域，出现新的需求增长点。铝价在大幅上涨后，出现明显的回调，是否已经见顶、出现拐点是不容易判断的。\n　　瑞信发布研究报告称，中国铝业第三季纯利同比增长约4.3倍，是由更高的铝价和氧化铝价，以及更高的销售量带动。该报告认为，氧化铝价格的上涨能为公司盈利带来支持。\n　　从盘面看，中国铝业的股价在今年9月13日收获一个涨停板，收盘价10.23元成为近期最高点，其后一个多月的时间里股价下跌到7元以下。股价走势跟沪铝指数的走势高度相似。实际上，界面新闻记者梳理发现，铝行业的各上市公司股价走势基本跟中国铝业相同。\n（文章来源：界面新闻）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832928382,"gmtCreate":1629562706146,"gmtModify":1629597215576,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"htmlText":"自己玩自己人 屁股决定脑袋&nbsp;","listText":"自己玩自己人 屁股决定脑袋&nbsp;","text":"自己玩自己人 屁股决定脑袋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832928382","repostId":"1120379675","repostType":2,"repost":{"id":"1120379675","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629509196,"share":"https://www.laohu8.com/m/news/1120379675?lang=&edition=full","pubTime":"2021-08-21 09:26","market":"us","language":"zh","title":"盘后点评：利好消息仍不能阻止中概回撤","url":"https://stock-news.laohu8.com/highlight/detail?id=1120379675","media":"老虎锐评","summary":"多年的交易经验告诉我，对于中外投资人结合最紧密的中概市场，其走势有着非常多有趣的现象。比方说来自亚洲的投资人，交易一般都会在前半个交易时间段完成，特别是早上10点半以前，因为后半夜要睡觉休息。对于美国","content":"<p>多年的交易经验告诉我，对于中外投资人结合最紧密的中概市场，其走势有着非常多有趣的现象。比方说来自亚洲的投资人，交易一般都会在前半个交易时间段完成，特别是早上10点半以前，因为后半夜要睡觉休息。对于美国的投资人，交易不会那么着急，交易一般会贯穿全天或者是在下午。对于同一件事情，中美投资人经常也会做出截然相反的投资决定。</p>\n<p>从“双减”文件落地开始（7月23日周五），中概股进入一个新的周期。在这个周期中，有时候亚洲投资人认为估值低急于抄底，但美国投资人却撤退；有时候亚洲投资人因为国内某项政策撤退，而美国投资人又稳住。</p>\n<p>以今天为例，中概股（蓝色）和阿里巴巴（黑色）的股价，因为证监会“将创造条件推动中美审计监管合作，稳定政策预期和制度环境”而高开。但是上涨的股价只持续到了10点半，就一路跌到了收盘。亚洲投资人积极买进，但美国投资人依旧撤离。</p>\n<p><img src=\"https://static.tigerbbs.com/2dc6157fda2d4d154efad936f9bce93b\" tg-width=\"430\" tg-height=\"240\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据统计，今年证监会释放了不少对中概股的友善信号。<img src=\"https://static.tigerbbs.com/2e01fe6e9d968e01c27b8e0c43ef657a\" tg-width=\"479\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>中概的关键，在于怎么能够让美国资本市场感受到来自中国的友善信号。</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>盘后点评：利好消息仍不能阻止中概回撤</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{ 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#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盘后点评：利好消息仍不能阻止中概回撤\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2021-08-21 09:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>多年的交易经验告诉我，对于中外投资人结合最紧密的中概市场，其走势有着非常多有趣的现象。比方说来自亚洲的投资人，交易一般都会在前半个交易时间段完成，特别是早上10点半以前，因为后半夜要睡觉休息。对于美国的投资人，交易不会那么着急，交易一般会贯穿全天或者是在下午。对于同一件事情，中美投资人经常也会做出截然相反的投资决定。</p>\n<p>从“双减”文件落地开始（7月23日周五），中概股进入一个新的周期。在这个周期中，有时候亚洲投资人认为估值低急于抄底，但美国投资人却撤退；有时候亚洲投资人因为国内某项政策撤退，而美国投资人又稳住。</p>\n<p>以今天为例，中概股（蓝色）和阿里巴巴（黑色）的股价，因为证监会“将创造条件推动中美审计监管合作，稳定政策预期和制度环境”而高开。但是上涨的股价只持续到了10点半，就一路跌到了收盘。亚洲投资人积极买进，但美国投资人依旧撤离。</p>\n<p><img src=\"https://static.tigerbbs.com/2dc6157fda2d4d154efad936f9bce93b\" tg-width=\"430\" tg-height=\"240\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据统计，今年证监会释放了不少对中概股的友善信号。<img src=\"https://static.tigerbbs.com/2e01fe6e9d968e01c27b8e0c43ef657a\" tg-width=\"479\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>中概的关键，在于怎么能够让美国资本市场感受到来自中国的友善信号。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc9de4d397ebba7835e00e3691884586","relate_stocks":{".DJI":"道琼斯","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120379675","content_text":"多年的交易经验告诉我，对于中外投资人结合最紧密的中概市场，其走势有着非常多有趣的现象。比方说来自亚洲的投资人，交易一般都会在前半个交易时间段完成，特别是早上10点半以前，因为后半夜要睡觉休息。对于美国的投资人，交易不会那么着急，交易一般会贯穿全天或者是在下午。对于同一件事情，中美投资人经常也会做出截然相反的投资决定。\n从“双减”文件落地开始（7月23日周五），中概股进入一个新的周期。在这个周期中，有时候亚洲投资人认为估值低急于抄底，但美国投资人却撤退；有时候亚洲投资人因为国内某项政策撤退，而美国投资人又稳住。\n以今天为例，中概股（蓝色）和阿里巴巴（黑色）的股价，因为证监会“将创造条件推动中美审计监管合作，稳定政策预期和制度环境”而高开。但是上涨的股价只持续到了10点半，就一路跌到了收盘。亚洲投资人积极买进，但美国投资人依旧撤离。\n\n根据统计，今年证监会释放了不少对中概股的友善信号。\n中概的关键，在于怎么能够让美国资本市场感受到来自中国的友善信号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800725538,"gmtCreate":1627326914224,"gmtModify":1627335949541,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"htmlText":"主要还不是厉害了我的国么 哈","listText":"主要还不是厉害了我的国么 哈","text":"主要还不是厉害了我的国么 哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800725538","repostId":"2154969032","repostType":2,"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979548212,"gmtCreate":1598299280036,"gmtModify":1704218284479,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"htmlText":"大富的股价说明了一切 一锅粥 跑输板块所有同类公司","listText":"大富的股价说明了一切 一锅粥 跑输板块所有同类公司","text":"大富的股价说明了一切 一锅粥 跑输板块所有同类公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979548212","repostId":"2061995905","repostType":2,"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}