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skyboss
10-23
这篇文章不错，转发给大家看看
美股成交额TOP 20 | 拼多多收高2.9%，二季度获贝莱德增持；通用汽车涨近10%，上调全年业绩指引
skyboss
2021-09-08
$苹果(AAPL)$
骄傲🦚
skyboss
2021-09-08
$Celsius Holdings, Inc.(CELH)$
自己觉得不错
skyboss
2021-09-08
$BioNTech SE(BNTX)$
去年买的
skyboss
2021-02-11
$Sundial Growers Inc.(SNDL)$
买了6万股，两天赚了11万美刀，要走吗？今晚好看春晚，纠结
skyboss
2021-01-05
$哔哩哔哩(BILI)$
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href=\"https://laohu8.com/S/MSFT\">微软</a>收高2.08%，成交102.14亿美元。</strong>微软CEO纳德拉日前表示，AI时代下，新的衡量单位已变成“每美元每瓦特的token数”；OpenAI的o1模型正在优化AI开发，“我们正在使用 AI 来构建 AI 工具，以构建更好的 AI”。</p><p>纳德拉认为，与摩尔定律类似，在AI领域Scaling law（缩放定律）也是存在的。定律表明，每六个月，计算性能都会翻倍，其中一部分是由于计算能力的提升，但更多的是由于对数据和算法使用技术的改进。AI时代下，新的衡量单位是“每美元每瓦特的token数”，这是新的货币，新的衡量标准。</p><p>纳德拉称，Copilot现在是所有AI的用户界面，其交互的简便性就像当年创建Excel表格一样简单。</p><p><strong>第3名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收跌0.40%，成交93.23亿美元。</strong>特斯拉将在10月23日美股盘后公布最新财报。随着交付量已知、Robotaxi日活动结束，投资者将重点关注特斯拉的利润率和电动汽车需求。</p><p>自7月23日发布财报以来，特斯拉股价已下跌约10%；自10月10日Robotaxi日以来，股价也下跌约7%。</p><p>据FactSet数据显示，华尔街预计第三季度特斯拉的每股收益约为59美分，销售额为254亿美元，而去年同期特斯拉的每股收益为66美分，销售额为234亿美元。</p><p><strong>第4名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收跌0.26%，成交87.01亿美元。</strong>苹果官方10月21日宣布iPhone16系列降价，当晚，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>等电商平台也宣布iPhone16全系列降价500元，且无需领券，平台直降。</p><p><strong>第6名 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 收跌2.41%，成交53.17亿美元。</strong>AMD正式确认了代号为Strix Halo的锐龙AI 300系列中的顶级产品——锐龙AI Max 300系列的命名。这一消息标志着AMD在APU（加速处理单元）领域迈出了重要的一步，其GPU性能甚至有望媲美移动版的RTX 4070，引发业界广泛关注。</p><p>据AMD官方透露，Strix Halo最终被命名为锐龙AI Max 300系列，这一命名不仅打破了AMD早先的移动处理器命名规则，更凸显了其在NPU（神经网络处理器）和AI性能方面的强大实力。此前，有传闻称Strix Halo的GPU性能将达到空前高度，足以让许多游戏本不再需要独立显卡，这一说法如今得到了官方的间接确认。</p><p><strong>第8名<a href=\"https://laohu8.com/S/GE\">GE航空航天</a>收跌9.05%，成交27.37亿美元。</strong>GE航空航天第三财季营收略低于预期，上调全年EPS及自由现金流指引。财报显示，GE航空航天Q3调整后营收为89.4亿美元，略低于分析师平均预期的90亿美元；调整后的每股收益为1.15美元，略高于分析师平均预期的1.13美元。营收略低于预期表明了该公司持续受供应链限制的困扰，这给其交付带来了压力。此外，该公司预计，2024年全年调整后每股收益为4.20-4.35美元，高于此前预期的3.95-4.20美元；预计调整后的自由现金流为56-58亿美元，高于此前预期的53-56亿美元。</p><p><strong>第9名 <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a> 收高0.65%，成交26.6亿美元。</strong>谷歌将于10月29日盘后公布其9月份季度收益。分析师预计，该公司营收约为862亿美元，营业利润为274亿美元，分别同比增长12%和14%。从有利于广告势头的更广泛的背景来看，分析师的估计是合理的，预计谷歌将达到预期。与此同时，投资者对谷歌失去搜索垄断地位的担忧似乎继续被严重夸大。在第三季度，谷歌搜索引擎获得了市场份额，而ChatGPT的访问量仅占谷歌搜索访问量的一小部分（实际上不到5%）。从估值来看，谷歌股价看起来很便宜，2025年息税前利润的股价约为EV/EBIT的17倍。</p><p><strong>第12名<a href=\"https://laohu8.com/S/GM\">通用汽车</a>收高9.81%，股价创52周新高，成交22.37亿美元。</strong>通用汽车公司第三财季的每股收益、营收均超华尔街预期，并上调2024年业绩指引，公司目前预计全年调整后息税前利润将在140亿美元至150亿美元之间，高于此前预期的130亿美元至150亿美元。</p><p>至此通用汽车公司已经连续九个季度每股收益超预期，且连续八个季度营收超预期。</p><p><strong>第15名<a href=\"https://laohu8.com/S/PDD\">拼多多</a>收高2.92%，成交21.03亿美元。</strong>据监管机构披露文件显示，今年二季度，<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>持有拼多多约2900万股，相当于总股本的2.1%。根据美国证券交易委员会（SEC）于10月21日披露的文件，贝莱德持股大幅增加至约1.32亿股，相当于总股本的9.5%。</p><p><strong>第16名 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 收跌0.45%，成交20.72亿美元。</strong>10月22日消息，据港交所披露易数据，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>10月17日减持约5154万股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>-SW，平均减持股价为100.7764港元，涉资约51.94亿港元；持股比例由此前的8.09%降至7.82%，持股数降为约15.52亿股。</p><p>此前，摩根大通曾于10月14日增持阿里巴巴-SW约5636万股，平均价格为105.0870港元，涉资约59.22亿港元。增持后持股数目为15.51亿股，持股比例由7.80%增至8.09%。</p><p><strong>第20名 <a href=\"https://laohu8.com/S/PM\">菲利普莫里斯</a> 收高10.47%，成交18.63亿美元。</strong>分析师称，该股表现与美国总统大选息息相关，竞争激烈的美国大选或将影响立法方向，烟草行业的投资者正密切关注多重信息。</p><p>分析人士曾公开表示，尽管可能未必达到部分投资者预期，但共和党赢得白宫或国会的胜利总体上对烟草行业将是有利的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb460c4aa528a7a73ea883c19c9a61f8\" tg-width=\"550\" tg-height=\"2357\"/></p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股成交额TOP 20 | 拼多多收高2.9%，二季度获贝莱德增持；通用汽车涨近10%，上调全年业绩指引</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美股成交额TOP 20 | 拼多多收高2.9%，二季度获贝莱德增持；通用汽车涨近10%，上调全年业绩指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-23 04:52 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2024-10-23/doc-inctnpwk1101746.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二美股成交额第1名英伟达收跌0.08%，成交319.37亿美元。今日盘中，英伟达一度上涨至144.42美元，创盘中历史新高。今年以来，英伟达股价已累计上涨近190%，未来12个月的预期市盈率超40倍，华尔街对其估值是否“太贵了”的讨论一直火热。近日，美银分析师Vivek Arya、Duksan Jang等表示，买入英伟达是“一代人才有的一次的机会”，认为英伟达的估值仍然具有吸引力，因其25年的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-10-23/doc-inctnpwk1101746.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/d8d6ac8df9927810fa41a461bdcd1022","relate_stocks":{"LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","BK4509":"腾讯概念","BABA":"阿里巴巴","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","BK4501":"段永平概念","BK4135":"资产管理与托管银行","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","NVDA":"英伟达","LU0455707207.USD":"FIDELITY FUNDS CHINA INNOVATION \"A\" (USD) INC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0731783048.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USD) INC MONTHLY (G)","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","TSLA":"特斯拉","LU2430703095.HKD":"WELLINGTON 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ACC","LU1481011671.HKD":"FIDELITY GLOBAL DIVIDEND \"A\" (HKDHDG) INC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-10-23/doc-inctnpwk1101746.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2477610396","content_text":"周二美股成交额第1名英伟达收跌0.08%，成交319.37亿美元。今日盘中，英伟达一度上涨至144.42美元，创盘中历史新高。今年以来，英伟达股价已累计上涨近190%，未来12个月的预期市盈率超40倍，华尔街对其估值是否“太贵了”的讨论一直火热。近日，美银分析师Vivek Arya、Duksan Jang等表示，买入英伟达是“一代人才有的一次的机会”，认为英伟达的估值仍然具有吸引力，因其25年的PEG指标（市盈率/同比每股收益复合增长率）仅为0.6倍，远低于美股七大科技股中其它公司1.9倍的均值。高盛也表示，英伟达的定价合理，其估值接近过去三年的市盈率中位数，并且与其同行相比，其历史估值相对较低。第2名微软收高2.08%，成交102.14亿美元。微软CEO纳德拉日前表示，AI时代下，新的衡量单位已变成“每美元每瓦特的token数”；OpenAI的o1模型正在优化AI开发，“我们正在使用 AI 来构建 AI 工具，以构建更好的 AI”。纳德拉认为，与摩尔定律类似，在AI领域Scaling law（缩放定律）也是存在的。定律表明，每六个月，计算性能都会翻倍，其中一部分是由于计算能力的提升，但更多的是由于对数据和算法使用技术的改进。AI时代下，新的衡量单位是“每美元每瓦特的token数”，这是新的货币，新的衡量标准。纳德拉称，Copilot现在是所有AI的用户界面，其交互的简便性就像当年创建Excel表格一样简单。第3名特斯拉收跌0.40%，成交93.23亿美元。特斯拉将在10月23日美股盘后公布最新财报。随着交付量已知、Robotaxi日活动结束，投资者将重点关注特斯拉的利润率和电动汽车需求。自7月23日发布财报以来，特斯拉股价已下跌约10%；自10月10日Robotaxi日以来，股价也下跌约7%。据FactSet数据显示，华尔街预计第三季度特斯拉的每股收益约为59美分，销售额为254亿美元，而去年同期特斯拉的每股收益为66美分，销售额为234亿美元。第4名苹果收跌0.26%，成交87.01亿美元。苹果官方10月21日宣布iPhone16系列降价，当晚，唯品会等电商平台也宣布iPhone16全系列降价500元，且无需领券，平台直降。第6名 美国超微公司 收跌2.41%，成交53.17亿美元。AMD正式确认了代号为Strix Halo的锐龙AI 300系列中的顶级产品——锐龙AI Max 300系列的命名。这一消息标志着AMD在APU（加速处理单元）领域迈出了重要的一步，其GPU性能甚至有望媲美移动版的RTX 4070，引发业界广泛关注。据AMD官方透露，Strix Halo最终被命名为锐龙AI Max 300系列，这一命名不仅打破了AMD早先的移动处理器命名规则，更凸显了其在NPU（神经网络处理器）和AI性能方面的强大实力。此前，有传闻称Strix Halo的GPU性能将达到空前高度，足以让许多游戏本不再需要独立显卡，这一说法如今得到了官方的间接确认。第8名GE航空航天收跌9.05%，成交27.37亿美元。GE航空航天第三财季营收略低于预期，上调全年EPS及自由现金流指引。财报显示，GE航空航天Q3调整后营收为89.4亿美元，略低于分析师平均预期的90亿美元；调整后的每股收益为1.15美元，略高于分析师平均预期的1.13美元。营收略低于预期表明了该公司持续受供应链限制的困扰，这给其交付带来了压力。此外，该公司预计，2024年全年调整后每股收益为4.20-4.35美元，高于此前预期的3.95-4.20美元；预计调整后的自由现金流为56-58亿美元，高于此前预期的53-56亿美元。第9名 谷歌A 收高0.65%，成交26.6亿美元。谷歌将于10月29日盘后公布其9月份季度收益。分析师预计，该公司营收约为862亿美元，营业利润为274亿美元，分别同比增长12%和14%。从有利于广告势头的更广泛的背景来看，分析师的估计是合理的，预计谷歌将达到预期。与此同时，投资者对谷歌失去搜索垄断地位的担忧似乎继续被严重夸大。在第三季度，谷歌搜索引擎获得了市场份额，而ChatGPT的访问量仅占谷歌搜索访问量的一小部分（实际上不到5%）。从估值来看，谷歌股价看起来很便宜，2025年息税前利润的股价约为EV/EBIT的17倍。第12名通用汽车收高9.81%，股价创52周新高，成交22.37亿美元。通用汽车公司第三财季的每股收益、营收均超华尔街预期，并上调2024年业绩指引，公司目前预计全年调整后息税前利润将在140亿美元至150亿美元之间，高于此前预期的130亿美元至150亿美元。至此通用汽车公司已经连续九个季度每股收益超预期，且连续八个季度营收超预期。第15名拼多多收高2.92%，成交21.03亿美元。据监管机构披露文件显示，今年二季度，贝莱德持有拼多多约2900万股，相当于总股本的2.1%。根据美国证券交易委员会（SEC）于10月21日披露的文件，贝莱德持股大幅增加至约1.32亿股，相当于总股本的9.5%。第16名 阿里巴巴 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04:52","market":"sh","language":"zh","title":"美股成交额TOP 20 | 拼多多收高2.9%，二季度获贝莱德增持；通用汽车涨近10%，上调全年业绩指引","url":"https://stock-news.laohu8.com/highlight/detail?id=2477610396","media":"环球市场播报","summary":"周二美股成交额第1名英伟达收跌0.08%，成交319.37亿美元。今日盘中，英伟达一度上涨至144.42美元，创盘中历史新高。 第2名微软收高2.08%，成交102.14亿美元。特斯拉将在10月23日美股盘后公布最新财报。 自7月23日发布财报以来，特斯拉股价已下跌约10%；自10月10日Robotaxi日以来，股价也下跌约7%。谷歌将于10月29日盘后公布其9月份季度收益。增持后持股数目为15.51亿股，持股比例由7.80%增至8.09%。","content":"<html><head></head><body><p><strong>周二美股成交额第1名<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.08%，成交319.37亿美元。</strong>今日盘中，英伟达一度上涨至144.42美元，创盘中历史新高。</p><p>今年以来，英伟达股价已累计上涨近190%，未来12个月的预期市盈率超40倍，华尔街对其估值是否“太贵了”的讨论一直火热。</p><p>近日，美银分析师Vivek Arya、Duksan Jang等表示，买入英伟达是“一代人才有的一次的机会”，认为英伟达的估值仍然具有吸引力，因其25年的PEG指标（市盈率/同比每股收益复合增长率）仅为0.6倍，远低于美股七大科技股中其它公司1.9倍的均值。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>也表示，英伟达的定价合理，其估值接近过去三年的市盈率中位数，并且与其同行相比，其历史估值相对较低。</p><p><strong>第2名<a href=\"https://laohu8.com/S/MSFT\">微软</a>收高2.08%，成交102.14亿美元。</strong>微软CEO纳德拉日前表示，AI时代下，新的衡量单位已变成“每美元每瓦特的token数”；OpenAI的o1模型正在优化AI开发，“我们正在使用 AI 来构建 AI 工具，以构建更好的 AI”。</p><p>纳德拉认为，与摩尔定律类似，在AI领域Scaling law（缩放定律）也是存在的。定律表明，每六个月，计算性能都会翻倍，其中一部分是由于计算能力的提升，但更多的是由于对数据和算法使用技术的改进。AI时代下，新的衡量单位是“每美元每瓦特的token数”，这是新的货币，新的衡量标准。</p><p>纳德拉称，Copilot现在是所有AI的用户界面，其交互的简便性就像当年创建Excel表格一样简单。</p><p><strong>第3名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收跌0.40%，成交93.23亿美元。</strong>特斯拉将在10月23日美股盘后公布最新财报。随着交付量已知、Robotaxi日活动结束，投资者将重点关注特斯拉的利润率和电动汽车需求。</p><p>自7月23日发布财报以来，特斯拉股价已下跌约10%；自10月10日Robotaxi日以来，股价也下跌约7%。</p><p>据FactSet数据显示，华尔街预计第三季度特斯拉的每股收益约为59美分，销售额为254亿美元，而去年同期特斯拉的每股收益为66美分，销售额为234亿美元。</p><p><strong>第4名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收跌0.26%，成交87.01亿美元。</strong>苹果官方10月21日宣布iPhone16系列降价，当晚，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>等电商平台也宣布iPhone16全系列降价500元，且无需领券，平台直降。</p><p><strong>第6名 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 收跌2.41%，成交53.17亿美元。</strong>AMD正式确认了代号为Strix Halo的锐龙AI 300系列中的顶级产品——锐龙AI Max 300系列的命名。这一消息标志着AMD在APU（加速处理单元）领域迈出了重要的一步，其GPU性能甚至有望媲美移动版的RTX 4070，引发业界广泛关注。</p><p>据AMD官方透露，Strix Halo最终被命名为锐龙AI Max 300系列，这一命名不仅打破了AMD早先的移动处理器命名规则，更凸显了其在NPU（神经网络处理器）和AI性能方面的强大实力。此前，有传闻称Strix Halo的GPU性能将达到空前高度，足以让许多游戏本不再需要独立显卡，这一说法如今得到了官方的间接确认。</p><p><strong>第8名<a href=\"https://laohu8.com/S/GE\">GE航空航天</a>收跌9.05%，成交27.37亿美元。</strong>GE航空航天第三财季营收略低于预期，上调全年EPS及自由现金流指引。财报显示，GE航空航天Q3调整后营收为89.4亿美元，略低于分析师平均预期的90亿美元；调整后的每股收益为1.15美元，略高于分析师平均预期的1.13美元。营收略低于预期表明了该公司持续受供应链限制的困扰，这给其交付带来了压力。此外，该公司预计，2024年全年调整后每股收益为4.20-4.35美元，高于此前预期的3.95-4.20美元；预计调整后的自由现金流为56-58亿美元，高于此前预期的53-56亿美元。</p><p><strong>第9名 <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a> 收高0.65%，成交26.6亿美元。</strong>谷歌将于10月29日盘后公布其9月份季度收益。分析师预计，该公司营收约为862亿美元，营业利润为274亿美元，分别同比增长12%和14%。从有利于广告势头的更广泛的背景来看，分析师的估计是合理的，预计谷歌将达到预期。与此同时，投资者对谷歌失去搜索垄断地位的担忧似乎继续被严重夸大。在第三季度，谷歌搜索引擎获得了市场份额，而ChatGPT的访问量仅占谷歌搜索访问量的一小部分（实际上不到5%）。从估值来看，谷歌股价看起来很便宜，2025年息税前利润的股价约为EV/EBIT的17倍。</p><p><strong>第12名<a href=\"https://laohu8.com/S/GM\">通用汽车</a>收高9.81%，股价创52周新高，成交22.37亿美元。</strong>通用汽车公司第三财季的每股收益、营收均超华尔街预期，并上调2024年业绩指引，公司目前预计全年调整后息税前利润将在140亿美元至150亿美元之间，高于此前预期的130亿美元至150亿美元。</p><p>至此通用汽车公司已经连续九个季度每股收益超预期，且连续八个季度营收超预期。</p><p><strong>第15名<a href=\"https://laohu8.com/S/PDD\">拼多多</a>收高2.92%，成交21.03亿美元。</strong>据监管机构披露文件显示，今年二季度，<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>持有拼多多约2900万股，相当于总股本的2.1%。根据美国证券交易委员会（SEC）于10月21日披露的文件，贝莱德持股大幅增加至约1.32亿股，相当于总股本的9.5%。</p><p><strong>第16名 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 收跌0.45%，成交20.72亿美元。</strong>10月22日消息，据港交所披露易数据，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>10月17日减持约5154万股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>-SW，平均减持股价为100.7764港元，涉资约51.94亿港元；持股比例由此前的8.09%降至7.82%，持股数降为约15.52亿股。</p><p>此前，摩根大通曾于10月14日增持阿里巴巴-SW约5636万股，平均价格为105.0870港元，涉资约59.22亿港元。增持后持股数目为15.51亿股，持股比例由7.80%增至8.09%。</p><p><strong>第20名 <a href=\"https://laohu8.com/S/PM\">菲利普莫里斯</a> 收高10.47%，成交18.63亿美元。</strong>分析师称，该股表现与美国总统大选息息相关，竞争激烈的美国大选或将影响立法方向，烟草行业的投资者正密切关注多重信息。</p><p>分析人士曾公开表示，尽管可能未必达到部分投资者预期，但共和党赢得白宫或国会的胜利总体上对烟草行业将是有利的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb460c4aa528a7a73ea883c19c9a61f8\" tg-width=\"550\" tg-height=\"2357\"/></p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股成交额TOP 20 | 拼多多收高2.9%，二季度获贝莱德增持；通用汽车涨近10%，上调全年业绩指引</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美股成交额TOP 20 | 拼多多收高2.9%，二季度获贝莱德增持；通用汽车涨近10%，上调全年业绩指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-23 04:52 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2024-10-23/doc-inctnpwk1101746.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二美股成交额第1名英伟达收跌0.08%，成交319.37亿美元。今日盘中，英伟达一度上涨至144.42美元，创盘中历史新高。今年以来，英伟达股价已累计上涨近190%，未来12个月的预期市盈率超40倍，华尔街对其估值是否“太贵了”的讨论一直火热。近日，美银分析师Vivek Arya、Duksan Jang等表示，买入英伟达是“一代人才有的一次的机会”，认为英伟达的估值仍然具有吸引力，因其25年的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-10-23/doc-inctnpwk1101746.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/d8d6ac8df9927810fa41a461bdcd1022","relate_stocks":{"LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","BK4509":"腾讯概念","BABA":"阿里巴巴","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","BK4501":"段永平概念","BK4135":"资产管理与托管银行","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","NVDA":"英伟达","LU0455707207.USD":"FIDELITY FUNDS CHINA INNOVATION \"A\" (USD) INC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0731783048.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USD) INC MONTHLY (G)","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","TSLA":"特斯拉","LU2430703095.HKD":"WELLINGTON 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(USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","GOOGL":"谷歌A","LU0072462343.USD":"贝莱德亚洲巨龙基金","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4567":"ESG概念","BK4220":"综合零售","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0742537680.HKD":"FIDELITY GLOBAL DIVIDEND \"A \" (HKD) INC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BLK":"贝莱德","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","AMD":"美国超微公司","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU1481011671.HKD":"FIDELITY GLOBAL DIVIDEND \"A\" (HKDHDG) INC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-10-23/doc-inctnpwk1101746.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2477610396","content_text":"周二美股成交额第1名英伟达收跌0.08%，成交319.37亿美元。今日盘中，英伟达一度上涨至144.42美元，创盘中历史新高。今年以来，英伟达股价已累计上涨近190%，未来12个月的预期市盈率超40倍，华尔街对其估值是否“太贵了”的讨论一直火热。近日，美银分析师Vivek Arya、Duksan Jang等表示，买入英伟达是“一代人才有的一次的机会”，认为英伟达的估值仍然具有吸引力，因其25年的PEG指标（市盈率/同比每股收益复合增长率）仅为0.6倍，远低于美股七大科技股中其它公司1.9倍的均值。高盛也表示，英伟达的定价合理，其估值接近过去三年的市盈率中位数，并且与其同行相比，其历史估值相对较低。第2名微软收高2.08%，成交102.14亿美元。微软CEO纳德拉日前表示，AI时代下，新的衡量单位已变成“每美元每瓦特的token数”；OpenAI的o1模型正在优化AI开发，“我们正在使用 AI 来构建 AI 工具，以构建更好的 AI”。纳德拉认为，与摩尔定律类似，在AI领域Scaling law（缩放定律）也是存在的。定律表明，每六个月，计算性能都会翻倍，其中一部分是由于计算能力的提升，但更多的是由于对数据和算法使用技术的改进。AI时代下，新的衡量单位是“每美元每瓦特的token数”，这是新的货币，新的衡量标准。纳德拉称，Copilot现在是所有AI的用户界面，其交互的简便性就像当年创建Excel表格一样简单。第3名特斯拉收跌0.40%，成交93.23亿美元。特斯拉将在10月23日美股盘后公布最新财报。随着交付量已知、Robotaxi日活动结束，投资者将重点关注特斯拉的利润率和电动汽车需求。自7月23日发布财报以来，特斯拉股价已下跌约10%；自10月10日Robotaxi日以来，股价也下跌约7%。据FactSet数据显示，华尔街预计第三季度特斯拉的每股收益约为59美分，销售额为254亿美元，而去年同期特斯拉的每股收益为66美分，销售额为234亿美元。第4名苹果收跌0.26%，成交87.01亿美元。苹果官方10月21日宣布iPhone16系列降价，当晚，唯品会等电商平台也宣布iPhone16全系列降价500元，且无需领券，平台直降。第6名 美国超微公司 收跌2.41%，成交53.17亿美元。AMD正式确认了代号为Strix Halo的锐龙AI 300系列中的顶级产品——锐龙AI Max 300系列的命名。这一消息标志着AMD在APU（加速处理单元）领域迈出了重要的一步，其GPU性能甚至有望媲美移动版的RTX 4070，引发业界广泛关注。据AMD官方透露，Strix Halo最终被命名为锐龙AI Max 300系列，这一命名不仅打破了AMD早先的移动处理器命名规则，更凸显了其在NPU（神经网络处理器）和AI性能方面的强大实力。此前，有传闻称Strix Halo的GPU性能将达到空前高度，足以让许多游戏本不再需要独立显卡，这一说法如今得到了官方的间接确认。第8名GE航空航天收跌9.05%，成交27.37亿美元。GE航空航天第三财季营收略低于预期，上调全年EPS及自由现金流指引。财报显示，GE航空航天Q3调整后营收为89.4亿美元，略低于分析师平均预期的90亿美元；调整后的每股收益为1.15美元，略高于分析师平均预期的1.13美元。营收略低于预期表明了该公司持续受供应链限制的困扰，这给其交付带来了压力。此外，该公司预计，2024年全年调整后每股收益为4.20-4.35美元，高于此前预期的3.95-4.20美元；预计调整后的自由现金流为56-58亿美元，高于此前预期的53-56亿美元。第9名 谷歌A 收高0.65%，成交26.6亿美元。谷歌将于10月29日盘后公布其9月份季度收益。分析师预计，该公司营收约为862亿美元，营业利润为274亿美元，分别同比增长12%和14%。从有利于广告势头的更广泛的背景来看，分析师的估计是合理的，预计谷歌将达到预期。与此同时，投资者对谷歌失去搜索垄断地位的担忧似乎继续被严重夸大。在第三季度，谷歌搜索引擎获得了市场份额，而ChatGPT的访问量仅占谷歌搜索访问量的一小部分（实际上不到5%）。从估值来看，谷歌股价看起来很便宜，2025年息税前利润的股价约为EV/EBIT的17倍。第12名通用汽车收高9.81%，股价创52周新高，成交22.37亿美元。通用汽车公司第三财季的每股收益、营收均超华尔街预期，并上调2024年业绩指引，公司目前预计全年调整后息税前利润将在140亿美元至150亿美元之间，高于此前预期的130亿美元至150亿美元。至此通用汽车公司已经连续九个季度每股收益超预期，且连续八个季度营收超预期。第15名拼多多收高2.92%，成交21.03亿美元。据监管机构披露文件显示，今年二季度，贝莱德持有拼多多约2900万股，相当于总股本的2.1%。根据美国证券交易委员会（SEC）于10月21日披露的文件，贝莱德持股大幅增加至约1.32亿股，相当于总股本的9.5%。第16名 阿里巴巴 收跌0.45%，成交20.72亿美元。10月22日消息，据港交所披露易数据，摩根大通10月17日减持约5154万股阿里巴巴-SW，平均减持股价为100.7764港元，涉资约51.94亿港元；持股比例由此前的8.09%降至7.82%，持股数降为约15.52亿股。此前，摩根大通曾于10月14日增持阿里巴巴-SW约5636万股，平均价格为105.0870港元，涉资约59.22亿港元。增持后持股数目为15.51亿股，持股比例由7.80%增至8.09%。第20名 菲利普莫里斯 收高10.47%，成交18.63亿美元。分析师称，该股表现与美国总统大选息息相关，竞争激烈的美国大选或将影响立法方向，烟草行业的投资者正密切关注多重信息。分析人士曾公开表示，尽管可能未必达到部分投资者预期，但共和党赢得白宫或国会的胜利总体上对烟草行业将是有利的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
