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2020-10-21

$特斯拉(TSLA)$今晚盘后发财报啊，系唔系要涨[财迷][财迷][财迷]

2020-10-23

$特斯拉(TSLA)$按照gamma效应的进路，投资者买入call，做市商会相应地买入正股推高股价。如果反其道而行之，投资者大量卖出call，做市商会卖出正股平衡仓位。昨晚期权市场如此反常，正股在这样大的卖压之下还是微涨，说明市场的确是大大看涨的。

2020-09-29

$Piedmont Lithium Ltd(PLL)$刚刚33块卖了好想哭

2020-09-25

$恒生指数(HSI)$自从港版国安法出台以来，港股表现每况愈下，再也不复往日繁荣

2020-10-02

$Piedmont Lithium Ltd(PLL)$快涨，28块买的还套着呢

2020-10-16

$Zoom(ZM)$厉害

2020-09-24

$纳斯达克(.IXIC)$[捂脸]竟然拉上去了

2020-07-03

$Moderna, Inc.(MRNA)$这是个什么操作？？深深地套在其中了

2020-09-28

$特斯拉(TSLA)$厉害

2020-10-15

$短期VIX期货ETN(VXX)$来接山腰的兄弟了吗

2020-10-12

这篇文章不错，转发给大家看看

@美股研究社:Zoom Q2财报：营收6.635亿，净利润1.857亿美元

2020-09-23

$标普500波动率指数(VIX)$刚刚发生了什么？

2020-09-21

$纳指两倍做空ETF(QID)$要不要卖啊

2020-09-17

这篇文章不错，转发给大家看看

小摩发出警告：美股可能迎来大规模股票抛售

2020-09-15

$特斯拉(TSLA)$啥时候起飞🛫️？

2020-08-23

这篇文章不错，转发给大家看看

@英为财情:美元看空情绪愈发浓厚，会利好美股及全球股市吗？

2020-08-23

这篇文章不错，转发给大家看看

历史重现？机构散户一致看多，美股短期调整空间或有限

2020-08-18

这篇文章不错，转发给大家看看

@开柒:爱奇艺被SEC调查：百度和爱奇艺股价出现恐慌性大跌

2020-07-17

这篇文章不错，转发给大家看看

@66f87bec:QORVO：三足鼎立局面难改，苹果、华为是其前两大客户

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href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>厉害&nbsp;","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>厉害&nbsp;","text":"$Zoom(ZM)$厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309729406","isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309738310,"gmtCreate":1602773005730,"gmtModify":1703827907977,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VXX\">$短期VIX期货ETN(VXX)$</a>来接山腰的兄弟了吗","listText":"<a 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Q2财报：营收6.635亿，净利润1.857亿美元","htmlText":"美股研究社获悉，9月1日，<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>&nbsp;Zoom公布了2021财年第二季度的业绩报告。报告显示，Zoom第二季度总营收为6.635亿美元，与去年同期的1.458亿美元相比增长355%；归属于公司普通股股东的净利润为1.857亿美元，与去年同期的550万美元相比大幅增长33倍。每股盈利为0.63美元，去年同期为0.02美元。Zoom第二季度业务运营活动所提供的净现金为4.013亿美元，相比之下去年同期为3120万美元。Zoom第二季度自由现金流为3.734亿美元，相比之下去年同期为1710万美元。截至2020年4月30日，Zoom持有的现金、现金等价物和有价证券总额为15亿美元。Zoom预计，第三财季营收6.85亿-6.9亿美元，调整后每股盈利0.73-0.74美元。公司同时预计，2021财年总营收为23.7亿-23.9亿美元。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","listText":"美股研究社获悉，9月1日，<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>&nbsp;Zoom公布了2021财年第二季度的业绩报告。报告显示，Zoom第二季度总营收为6.635亿美元，与去年同期的1.458亿美元相比增长355%；归属于公司普通股股东的净利润为1.857亿美元，与去年同期的550万美元相比大幅增长33倍。每股盈利为0.63美元，去年同期为0.02美元。Zoom第二季度业务运营活动所提供的净现金为4.013亿美元，相比之下去年同期为3120万美元。Zoom第二季度自由现金流为3.734亿美元，相比之下去年同期为1710万美元。截至2020年4月30日，Zoom持有的现金、现金等价物和有价证券总额为15亿美元。Zoom预计，第三财季营收6.85亿-6.9亿美元，调整后每股盈利0.73-0.74美元。公司同时预计，2021财年总营收为23.7亿-23.9亿美元。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","text":"美股研究社获悉，9月1日，$Zoom(ZM)$ Zoom公布了2021财年第二季度的业绩报告。报告显示，Zoom第二季度总营收为6.635亿美元，与去年同期的1.458亿美元相比增长355%；归属于公司普通股股东的净利润为1.857亿美元，与去年同期的550万美元相比大幅增长33倍。每股盈利为0.63美元，去年同期为0.02美元。Zoom第二季度业务运营活动所提供的净现金为4.013亿美元，相比之下去年同期为3120万美元。Zoom第二季度自由现金流为3.734亿美元，相比之下去年同期为1710万美元。截至2020年4月30日，Zoom持有的现金、现金等价物和有价证券总额为15亿美元。Zoom预计，第三财季营收6.85亿-6.9亿美元，调整后每股盈利0.73-0.74美元。公司同时预计，2021财年总营收为23.7亿-23.9亿美元。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","images":[{"img":"https://static.tigerbbs.com/e42ce0404112c75ab4f1072a0a275d48","width":"640","height":"442"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971848238","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977555881,"gmtCreate":1601648346043,"gmtModify":1703825048604,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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Research所说，“不要担心美元疲软是美国股市突然下跌的警告信号。”那么反过来呢？美元疲软是不是利好美股？事实上，美元与美股并不存在非常强的相关性。过去，美元强、美股强，美元弱、美股强，这两种情况都曾出现过。譬如，在上一轮美元牛市中，美股的表现也非常不错，因为美元强劲反映出美国经济实力相对于世界其他地区更为强劲。反过来，弱势美元通常被认为利好美国经济和大型跨国公司，这些跨国公司较大一部分收入来自于海外市场，而大部分成本都在美国本土产生；而且弱势美元也可能提振外国投资者对美国股票的需求，高盛预计今年外国投资者将买入3000亿美元的美股。而如果用数据说话——从长期来看，美元和美股之间倾向于表现出轻微的负相关性，而这种反比关系有变强的货币。根据ClearBridge Investments的数据，1973年以来的数据显示，贸易加权美元指数与标普500指数之间的月度相关性为-0.2；而自2000年以来，这个相关系数变成了-0.35。美国以外地区股市与美元相关性更强不过比起美股，美","images":[{"img":"https://static.tigerbbs.com/0257e26a04bed40fd374b45ab764f4a3","width":"800","height":"450"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946667650","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979847729,"gmtCreate":1598141784361,"gmtModify":1704217912108,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979847729","repostId":"2061770901","repostType":2,"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970856000,"gmtCreate":1597745410300,"gmtModify":1704216548334,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970856000","repostId":"947548508","repostType":1,"repost":{"id":947548508,"gmtCreate":1597369996250,"gmtModify":1704215615457,"author":{"id":"3524105622951348","authorId":"3524105622951348","name":"开柒","avatar":"https://static.tigerbbs.com/965ff7cf93df9532879089e83dc0136f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"爱奇艺被SEC调查：百度和爱奇艺股价出现恐慌性大跌","htmlText":"话说，今日一早，百度交出了新一季度财报。八姐看了看，在如此被看衰的大环境下、特别是广告市场被看衰的情况下，百度的这份财报其实还是超越预期的。<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> 百度的两个重要指标百度营收、运营利润均超华尔街预期。第二季度百度营收260.3亿元，市场平均预期为257亿元，百度运营利润（Non-GAAP）56.05亿元，同比大增187％，远超市场平均预期的31.1亿元。&nbsp; 不过，尽管百度这季度财报成绩优良，但受累于爱奇艺被证券交易委员会（SEC）调查，百度股价在盘后出现了跳水，跌了超过7%。 当然，爱奇艺更惨，盘后跌了超过15%。 根据爱奇艺发布的公告，该公司被美国证券交易委员会（SEC）调查，要求提供2018年1月份以来的财务记录，并提及空头WolfPack所提及的财务内容。此前，上述做空报告称，爱奇艺将其2019年收入增加了约人民币8-13亿元，并高估了用户数约42％-60％。而因为近期的中美关系紧张以及瑞幸咖啡事件，爱奇艺这次被SEC调查，这才容易被解读为另有意味，引发了市场恐慌情绪。 与此同时，百度持有56%的爱奇艺股权，92.7%的投票权是爱奇艺的第一大股东，因此爱奇艺被调查，也引发了百度股价的盘后大跌——毕竟，现在谁也不知道，假如爱奇艺的虚报用户和价格成真，这会不会是类似于瑞幸或者tiktok的又一个大事件？ 好啦，不废话，来简单说下百度第二季度的财报。 百度的营收增速依然在放缓，同比增长为-1%，跌到了历史新低。不过，环比增加了15%。 百度最为关键的“百度核心”收入为人民币189亿元（约合26.8亿美元），与去年同","listText":"话说，今日一早，百度交出了新一季度财报。八姐看了看，在如此被看衰的大环境下、特别是广告市场被看衰的情况下，百度的这份财报其实还是超越预期的。<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> 百度的两个重要指标百度营收、运营利润均超华尔街预期。第二季度百度营收260.3亿元，市场平均预期为257亿元，百度运营利润（Non-GAAP）56.05亿元，同比大增187％，远超市场平均预期的31.1亿元。&nbsp; 不过，尽管百度这季度财报成绩优良，但受累于爱奇艺被证券交易委员会（SEC）调查，百度股价在盘后出现了跳水，跌了超过7%。 当然，爱奇艺更惨，盘后跌了超过15%。 根据爱奇艺发布的公告，该公司被美国证券交易委员会（SEC）调查，要求提供2018年1月份以来的财务记录，并提及空头WolfPack所提及的财务内容。此前，上述做空报告称，爱奇艺将其2019年收入增加了约人民币8-13亿元，并高估了用户数约42％-60％。而因为近期的中美关系紧张以及瑞幸咖啡事件，爱奇艺这次被SEC调查，这才容易被解读为另有意味，引发了市场恐慌情绪。 与此同时，百度持有56%的爱奇艺股权，92.7%的投票权是爱奇艺的第一大股东，因此爱奇艺被调查，也引发了百度股价的盘后大跌——毕竟，现在谁也不知道，假如爱奇艺的虚报用户和价格成真，这会不会是类似于瑞幸或者tiktok的又一个大事件？ 好啦，不废话，来简单说下百度第二季度的财报。 百度的营收增速依然在放缓，同比增长为-1%，跌到了历史新低。不过，环比增加了15%。 百度最为关键的“百度核心”收入为人民币189亿元（约合26.8亿美元），与去年同","text":"话说，今日一早，百度交出了新一季度财报。八姐看了看，在如此被看衰的大环境下、特别是广告市场被看衰的情况下，百度的这份财报其实还是超越预期的。$百度(BIDU)$$爱奇艺(IQ)$ 百度的两个重要指标百度营收、运营利润均超华尔街预期。第二季度百度营收260.3亿元，市场平均预期为257亿元，百度运营利润（Non-GAAP）56.05亿元，同比大增187％，远超市场平均预期的31.1亿元。 不过，尽管百度这季度财报成绩优良，但受累于爱奇艺被证券交易委员会（SEC）调查，百度股价在盘后出现了跳水，跌了超过7%。 当然，爱奇艺更惨，盘后跌了超过15%。 根据爱奇艺发布的公告，该公司被美国证券交易委员会（SEC）调查，要求提供2018年1月份以来的财务记录，并提及空头WolfPack所提及的财务内容。此前，上述做空报告称，爱奇艺将其2019年收入增加了约人民币8-13亿元，并高估了用户数约42％-60％。而因为近期的中美关系紧张以及瑞幸咖啡事件，爱奇艺这次被SEC调查，这才容易被解读为另有意味，引发了市场恐慌情绪。 与此同时，百度持有56%的爱奇艺股权，92.7%的投票权是爱奇艺的第一大股东，因此爱奇艺被调查，也引发了百度股价的盘后大跌——毕竟，现在谁也不知道，假如爱奇艺的虚报用户和价格成真，这会不会是类似于瑞幸或者tiktok的又一个大事件？ 好啦，不废话，来简单说下百度第二季度的财报。 百度的营收增速依然在放缓，同比增长为-1%，跌到了历史新低。不过，环比增加了15%。 百度最为关键的“百度核心”收入为人民币189亿元（约合26.8亿美元），与去年同","images":[{"img":"https://static.tigerbbs.com/bfedbdd81d3b404c92b1dd4c645fc70b","width":"1080","height":"576"},{"img":"https://static.tigerbbs.com/b355df741b1446089a2ab3ffc2a38c88","width":"640","height":"13"},{"img":"https://static.tigerbbs.com/040c946fe26649c08209d8534dcfdf40","width":"1080","height":"511"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947548508","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941703708,"gmtCreate":1594998185604,"gmtModify":1704207786061,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941703708","repostId":"904764215","repostType":1,"repost":{"id":904764215,"gmtCreate":1561380466049,"gmtModify":1704701809517,"author":{"id":"3524105688774510","authorId":"3524105688774510","name":"66f87bec","avatar":"https://static.tigerbbs.com/d41a9585311541f7bc86d5a24a6c073f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"QORVO：三足鼎立局面难改，苹果、华为是其前两大客户","htmlText":"作者 | 韦三甲 流程编辑 | Cici 前段时间，一则标题为《有多快？5G在日常使用中的真实体验》的视频火爆了网络。短短两个星期，这个视频在著名视频网站bilibili上的播放量达到了惊人的835.9万次。$Qorvo, Inc.(QRVO)$ （来源：bilibili） 社会各界都在密切关注着5G的进展，因为高速度高质量的网络互联早已深入到人们的日常生活中，比如说微信电话早已代替了电话的功能，比如说随时随地看4K高清视频。 传输速度快，低时延，以往那种“歪？喂？？喂！信号不好听不见”的情况也将不复存在。 不过，充分运用5G技术的前提是，能够拥有与之相匹配的设备。俗话说好马配好鞍，不然鞍再好马不行，也是跑不快的。 在核心设备的组成器件中，有一个很关键的部分就是射频器件。 射频器件是无线通讯设备的基础性零部件，在无线通讯中扮演着两个重要的角色，即在发射信号的过程中扮演着将二进制信号转换成高频率的无线电磁波信号；在接收信号的过程中将收到的电磁波信号转换成二进制数字信号。 美国的Qorvo（NASDAQ：QRVO），就是射频技术领域的佼佼者。这家公司于2015年1月1日，由RF Micro Devices (NASDAQ：RFMD，下称RFMD)和TriQuint Semiconductor (NASDAQ：TQNT，下称TriQuint)正式合并而成。 在合并之前，RFMD为移动装置提供射频集成电路放大装置和信号处理传输设备等，TriQuint则主要生产天线开关、功率放大器以及滤波器等产品。 合并之后的Qorvo，完成了天线、功率放大器芯片、滤波器和射频开关的全产业线布局。 射频器件是无线连接的核心，随着5G和物联网应用的推广，这个行业将迎来持续的增长态势。根据Market research future的研究，全球射频器件的市场规模将以CAGR 16%的速度增长","listText":"作者 | 韦三甲 流程编辑 | Cici 前段时间，一则标题为《有多快？5G在日常使用中的真实体验》的视频火爆了网络。短短两个星期，这个视频在著名视频网站bilibili上的播放量达到了惊人的835.9万次。$Qorvo, Inc.(QRVO)$ （来源：bilibili） 社会各界都在密切关注着5G的进展，因为高速度高质量的网络互联早已深入到人们的日常生活中，比如说微信电话早已代替了电话的功能，比如说随时随地看4K高清视频。 传输速度快，低时延，以往那种“歪？喂？？喂！信号不好听不见”的情况也将不复存在。 不过，充分运用5G技术的前提是，能够拥有与之相匹配的设备。俗话说好马配好鞍，不然鞍再好马不行，也是跑不快的。 在核心设备的组成器件中，有一个很关键的部分就是射频器件。 射频器件是无线通讯设备的基础性零部件，在无线通讯中扮演着两个重要的角色，即在发射信号的过程中扮演着将二进制信号转换成高频率的无线电磁波信号；在接收信号的过程中将收到的电磁波信号转换成二进制数字信号。 美国的Qorvo（NASDAQ：QRVO），就是射频技术领域的佼佼者。这家公司于2015年1月1日，由RF Micro Devices (NASDAQ：RFMD，下称RFMD)和TriQuint Semiconductor (NASDAQ：TQNT，下称TriQuint)正式合并而成。 在合并之前，RFMD为移动装置提供射频集成电路放大装置和信号处理传输设备等，TriQuint则主要生产天线开关、功率放大器以及滤波器等产品。 合并之后的Qorvo，完成了天线、功率放大器芯片、滤波器和射频开关的全产业线布局。 射频器件是无线连接的核心，随着5G和物联网应用的推广，这个行业将迎来持续的增长态势。根据Market research future的研究，全球射频器件的市场规模将以CAGR 16%的速度增长","text":"作者 | 韦三甲 流程编辑 | Cici 前段时间，一则标题为《有多快？5G在日常使用中的真实体验》的视频火爆了网络。短短两个星期，这个视频在著名视频网站bilibili上的播放量达到了惊人的835.9万次。$Qorvo, Inc.(QRVO)$ （来源：bilibili） 社会各界都在密切关注着5G的进展，因为高速度高质量的网络互联早已深入到人们的日常生活中，比如说微信电话早已代替了电话的功能，比如说随时随地看4K高清视频。 传输速度快，低时延，以往那种“歪？喂？？喂！信号不好听不见”的情况也将不复存在。 不过，充分运用5G技术的前提是，能够拥有与之相匹配的设备。俗话说好马配好鞍，不然鞍再好马不行，也是跑不快的。 在核心设备的组成器件中，有一个很关键的部分就是射频器件。 射频器件是无线通讯设备的基础性零部件，在无线通讯中扮演着两个重要的角色，即在发射信号的过程中扮演着将二进制信号转换成高频率的无线电磁波信号；在接收信号的过程中将收到的电磁波信号转换成二进制数字信号。 美国的Qorvo（NASDAQ：QRVO），就是射频技术领域的佼佼者。这家公司于2015年1月1日，由RF Micro Devices (NASDAQ：RFMD，下称RFMD)和TriQuint Semiconductor (NASDAQ：TQNT，下称TriQuint)正式合并而成。 在合并之前，RFMD为移动装置提供射频集成电路放大装置和信号处理传输设备等，TriQuint则主要生产天线开关、功率放大器以及滤波器等产品。 合并之后的Qorvo，完成了天线、功率放大器芯片、滤波器和射频开关的全产业线布局。 射频器件是无线连接的核心，随着5G和物联网应用的推广，这个行业将迎来持续的增长态势。根据Market research future的研究，全球射频器件的市场规模将以CAGR 16%的速度增长","images":[{"img":"https://static.tigerbbs.com/d7bc6afc4cd93eb0208f373770e631a7"},{"img":"https://static.tigerbbs.com/54258b2b007999638a6ef2d5e21e77f9"},{"img":"https://static.tigerbbs.com/92d58cc2874aa989a916f2d938834d6e"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/904764215","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":45,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941155686,"gmtCreate":1594828243045,"gmtModify":1704207057057,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941155686","repostId":"2051428750","repostType":2,"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941150033,"gmtCreate":1594827044122,"gmtModify":1704207046158,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941150033","repostId":"2051235277","repostType":2,"repost":{"id":"2051235277","pubTimestamp":1594822433,"share":"https://www.laohu8.com/m/news/2051235277?lang=&edition=full","pubTime":"2020-07-15 22:13","market":"us","language":"en","title":"Is Moderna (MRNA) Stock Still Worth Buying After Its Huge Rally? JPMorgan Says Yes","url":"https://stock-news.laohu8.com/highlight/detail?id=2051235277","media":"TipRanks","summary":"Shares of vaccine maker Moderna (MRNA), a $26.5 billion company that lost half a billion dollars ove","content":"<div>\n<p>Shares of vaccine maker Moderna (MRNA), a $26.5 billion company that lost half a billion dollars over the past year on sales of barely $50 million, are up more than four times from the $18-and-change ...</p>\n\n<a href=\"https://finance.yahoo.com/news/moderna-mrna-stock-still-worth-141353390.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Moderna (MRNA) Stock Still Worth Buying After Its Huge Rally? JPMorgan Says Yes</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\">\nIs Moderna (MRNA) Stock Still Worth Buying After Its Huge Rally? JPMorgan Says Yes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-15 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/moderna-mrna-stock-still-worth-141353390.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of vaccine maker Moderna (MRNA), a $26.5 billion company that lost half a billion dollars over the past year on sales of barely $50 million, are up more than four times from the $18-and-change ...</p>\n\n<a href=\"https://finance.yahoo.com/news/moderna-mrna-stock-still-worth-141353390.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/tZzTRVZbZ93HzyW44MObNQ--~B/aD00NzY7dz0xMDI0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en-US/tipranks_452/be1a2c16defdcfb39e225ee200dd6be9","relate_stocks":{"JPM":"摩根大通","MRNA":"Moderna, Inc."},"source_url":"https://finance.yahoo.com/news/moderna-mrna-stock-still-worth-141353390.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2051235277","content_text":"Shares of vaccine maker Moderna (MRNA), a $26.5 billion company that lost half a billion dollars over the past year on sales of barely $50 million, are up more than four times from the $18-and-change price they sold for back at the beginning of the coronavirus crisis five months ago. And profits or no profits, they're likely to go up a lot more today because of an announcement Moderna made after close of trading Tuesday.Releasing an \"interim analysis\" of the results from a Phase 1 study of its mRNA-1273 vaccine against COVID-19 Tuesday evening, Moderna confirmed that the results now appear to be fully as good as they appeared to be when preliminarily released two months ago.\"Neutralizing antibody titers were observed in 100% of evaluated participants\" regardless of whether they were given 250, 100, or only 25 micrograms (µg). The vaccine was found to be \"generally safe and well-tolerated\" among patients who received it, in two injections given 28 days apart. What's more, patients dosed with 100 µg, the level selected for a Phase 3 trial of the vaccine set to begin on July 27, were found to have, on average, more antibodies in their blood than most patients fully-recovered from infection with the novel coronavirus. In short, Moderna's mRNA-1273 vaccine \"induced rapid and strong immune responses against SARS-CoV-2.\"Side effects of mRNA-1273 were most commonly experienced by patients taking the second dose, and were generally moderate to mild in severity. About 80% of patients experienced fatigue, chills, or both after their second shot. About 60% of patients got headaches, and about 53% experienced myalgia (i.e. general muscle soreness). All patients -- 100% -- experienced some pain at the injection site, but none of these side effects were deemed sufficient to raise concern at the National Institute of Allergy and Infectious Diseases (NIAID -- Dr. Fauci's outfit), which led the clinical trial.Thus, the Phase 3 trial is still expected to get underway on July 27, with as many as 30,000 participants taking the vaccine. (The Phase 2 trial, incidentally, is already underway and fully enrolled). Moderna says it has already produced sufficient doses of the vaccine to treat all 30,000 participants in the Phase 3 trial -- and if all goes well, to then ramp up and produce anywhere from 500 million to 1 billion doses per year.Responding to this report, analyst Cory Kasimov at JPMorgan was quick to double down and re-endorse Moderna stock for investment at an \"overweight\" level. (To watch Kasimov's track record, click here)\"We are encouraged by the much anticipated detailed results from the Phase 1 study,\" said Kasimov, noting that mRNA-1273's \"ability to demonstrate neutralizing antibodies in 100% of patients across dose levels adds to the probability of ultimate success.\"Kasimov does caution that some questions still remain to be answered, in particular how well the production of antibodies translates into clinical benefits for patients.And a perhaps more important concern for investors is this: Despite retaining his overweight rating on Moderna, Kasimov still has only a $60 price target on the stock, which now worth cost more than $80 a share.Turning now to the rest of the Street, MRNA has received a total of 14 Buy recommendations and 2 Holds, making the consensus rating a Strong Buy. The $92.54 average price target brings the upside potential to 12%. (See MRNA stock analysis on TipRanks)","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":303439364,"gmtCreate":1603211847858,"gmtModify":1703829126266,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚盘后发财报啊，系唔系要涨[财迷][财迷][财迷]","listText":"<a 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Q2财报：营收6.635亿，净利润1.857亿美元","htmlText":"美股研究社获悉，9月1日，<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>&nbsp;Zoom公布了2021财年第二季度的业绩报告。报告显示，Zoom第二季度总营收为6.635亿美元，与去年同期的1.458亿美元相比增长355%；归属于公司普通股股东的净利润为1.857亿美元，与去年同期的550万美元相比大幅增长33倍。每股盈利为0.63美元，去年同期为0.02美元。Zoom第二季度业务运营活动所提供的净现金为4.013亿美元，相比之下去年同期为3120万美元。Zoom第二季度自由现金流为3.734亿美元，相比之下去年同期为1710万美元。截至2020年4月30日，Zoom持有的现金、现金等价物和有价证券总额为15亿美元。Zoom预计，第三财季营收6.85亿-6.9亿美元，调整后每股盈利0.73-0.74美元。公司同时预计，2021财年总营收为23.7亿-23.9亿美元。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","listText":"美股研究社获悉，9月1日，<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>&nbsp;Zoom公布了2021财年第二季度的业绩报告。报告显示，Zoom第二季度总营收为6.635亿美元，与去年同期的1.458亿美元相比增长355%；归属于公司普通股股东的净利润为1.857亿美元，与去年同期的550万美元相比大幅增长33倍。每股盈利为0.63美元，去年同期为0.02美元。Zoom第二季度业务运营活动所提供的净现金为4.013亿美元，相比之下去年同期为3120万美元。Zoom第二季度自由现金流为3.734亿美元，相比之下去年同期为1710万美元。截至2020年4月30日，Zoom持有的现金、现金等价物和有价证券总额为15亿美元。Zoom预计，第三财季营收6.85亿-6.9亿美元，调整后每股盈利0.73-0.74美元。公司同时预计，2021财年总营收为23.7亿-23.9亿美元。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","text":"美股研究社获悉，9月1日，$Zoom(ZM)$ Zoom公布了2021财年第二季度的业绩报告。报告显示，Zoom第二季度总营收为6.635亿美元，与去年同期的1.458亿美元相比增长355%；归属于公司普通股股东的净利润为1.857亿美元，与去年同期的550万美元相比大幅增长33倍。每股盈利为0.63美元，去年同期为0.02美元。Zoom第二季度业务运营活动所提供的净现金为4.013亿美元，相比之下去年同期为3120万美元。Zoom第二季度自由现金流为3.734亿美元，相比之下去年同期为1710万美元。截至2020年4月30日，Zoom持有的现金、现金等价物和有价证券总额为15亿美元。Zoom预计，第三财季营收6.85亿-6.9亿美元，调整后每股盈利0.73-0.74美元。公司同时预计，2021财年总营收为23.7亿-23.9亿美元。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","images":[{"img":"https://static.tigerbbs.com/e42ce0404112c75ab4f1072a0a275d48","width":"640","height":"442"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971848238","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974095219,"gmtCreate":1600862906331,"gmtModify":1703822738565,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a>刚刚发生了什么？","listText":"<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a>刚刚发生了什么？","text":"$标普500波动率指数(VIX)$刚刚发生了什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974095219","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975684570,"gmtCreate":1600688788590,"gmtModify":1703822097994,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QID\">$纳指两倍做空ETF(QID)$</a>要不要卖啊","listText":"<a href=\"https://laohu8.com/S/QID\">$纳指两倍做空ETF(QID)$</a>要不要卖啊","text":"$纳指两倍做空ETF(QID)$要不要卖啊","images":[{"img":"https://static.tigerbbs.com/910ce2cbfaceb754bfeef4f036cb9467","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975684570","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":972789611,"gmtCreate":1600345102133,"gmtModify":1703821294169,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972789611","repostId":"1191723522","repostType":2,"repost":{"id":"1191723522","pubTimestamp":1600321860,"share":"https://www.laohu8.com/m/news/1191723522?lang=&edition=full","pubTime":"2020-09-17 13:51","market":"us","language":"zh","title":"小摩发出警告：美股可能迎来大规模股票抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=1191723522","media":"美港电讯","summary":"近日小摩分析师发出警告，美股可能即将迎来大规模股票抛售。再过两周就是月底和季末了，此时华尔街将注意力集中在了季末债券和股票的再平衡，市场预计季末会进行大规模的再平衡，这可能导致大规模股票抛售，引起短期","content":"<p>近日小摩分析师发出警告，美股可能即将迎来大规模股票抛售。</p><p>再过两周就是月底和季末了，此时华尔街将注意力集中在了季末债券和股票的再平衡，<b>市场预计季末会进行大规模的再平衡，这可能导致大规模股票抛售，引起短期的股市混乱。</b></p><p><b>大规模的再平衡预期源于目前股市和债市的表现——如今两者出现了背离，这个现象令人不安。</b>当季度股票表现优于季度债券表现时，基金就需要通过卖出股票来实现再平衡，以符合其持仓规定。</p><p><img src=\"https://static.tigerbbs.com/080bc9b855921f5c74d4f32c488a8a0b\" tg-width=\"1146\" tg-height=\"640\"></p><p>摩根大通市场流动专家Nick Panagirtzoglou表示，<b>考虑到一些大型基金存在巨大“再平衡”敞口，估计约2000亿美元的股票将被迫出售</b>，这些大型基金包括美国固定收益养老金基金、日本政府养老金投资基金和挪威石油基金。</p><p>具体来看，以上这三家大型基金预计在本季度末流出的股票再平衡资金如下:</p><blockquote>1.美国固定收益养老金基金的资管规模高达7.5万亿美元，预计该基金本季度末将出售约为1700亿美元股票。2.日本政府养老金投资基金的资产管理规模为1.5万亿美元，预计将本季度末出售约220亿美元股票。3.挪威石油基金的资管规模为1.1万亿美元，预计本季度末将出售约150亿美元股票。</blockquote><p>分析师Panigirtzoglou表示：“<b>这将是新冠病毒危机以来，股票再平衡资金流出量最大的一次。”</b></p><p>此外，该分析师Panigirtzoglou还警告称，<b>鉴于本月美股大幅下滑，这种负向的再平衡流出问题变得更大。</b>因为这意味着，股票的被迫抛售即将发生在一个流动性很差的市场，这可能会对市场产生巨大影响。</p><p>股市的流动性急剧下降可以从Emini的买盘/卖盘合约数量的变化中加以印证，过去两周，买盘/卖盘合约数量急剧恶化，从8月底的约100份合约，降至目前仅剩30份。</p><p><img src=\"https://static.tigerbbs.com/bc8a8ad271e9753186d1b30f3bbdfbfe\" tg-width=\"562\" tg-height=\"463\"></p><p>分析师Panigirtzolou指出，<b>未来市场将面临的风险很多，不仅仅只有被迫抛售带来的风险，诸如美国大选等对市场带来的影响同样让投资者感到不安。</b></p><p>不过，情况或许也没有那么悲观，正如Panigirtzoglou总结的那样：</p><blockquote>“未来几周股市和风险的回落，可能是一个不错的买入机会。”</blockquote><p>尽管分析师预测本季度末会进行大规模的再平衡，但值得注意的是，今年6月22日，在摩根大通分析师也发出来类似警告，当时其称季末基金将被迫抛售1700亿美元股票，但标普500在随后一周都几乎没有任何波动。</p><p>最后，提醒投资者，<b>美股当前还有一个潜在风险点，即这周五是美股的三季度“四巫日”</b>。</p><p>美股市场的“四巫日”是每个季度最后一个月——3月、6月、9月、12月的第三个星期五。在这一天，美股四类金融衍生品，股指期货、股指期权、股票期货、股票期权同时到期。</p><p><b>\"四巫日\"当天，各大基金经理会进行仓位调整，这往往会加剧美股的震荡</b>，比如在今年一季度的“四巫日”，这天美国三大股指就悉数暴跌，其中道指、标普500指数、纳指分别跌了4.55%、4.34%、3.79%。</p>","source":"live_meigang","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>小摩发出警告：美股可能迎来大规模股票抛售</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小摩发出警告：美股可能迎来大规模股票抛售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-17 13:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.ushknews.com/mobile/details.html?id=1000869&type=news><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日小摩分析师发出警告，美股可能即将迎来大规模股票抛售。再过两周就是月底和季末了，此时华尔街将注意力集中在了季末债券和股票的再平衡，市场预计季末会进行大规模的再平衡，这可能导致大规模股票抛售，引起短期的股市混乱。大规模的再平衡预期源于目前股市和债市的表现——如今两者出现了背离，这个现象令人不安。当季度股票表现优于季度债券表现时，基金就需要通过卖出股票来实现再平衡，以符合其持仓规定。摩根大通市场流动...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1000869&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b44a15f70cca04ae7f11305cbced9d8a","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1000869&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191723522","content_text":"近日小摩分析师发出警告，美股可能即将迎来大规模股票抛售。再过两周就是月底和季末了，此时华尔街将注意力集中在了季末债券和股票的再平衡，市场预计季末会进行大规模的再平衡，这可能导致大规模股票抛售，引起短期的股市混乱。大规模的再平衡预期源于目前股市和债市的表现——如今两者出现了背离，这个现象令人不安。当季度股票表现优于季度债券表现时，基金就需要通过卖出股票来实现再平衡，以符合其持仓规定。摩根大通市场流动专家Nick Panagirtzoglou表示，考虑到一些大型基金存在巨大“再平衡”敞口，估计约2000亿美元的股票将被迫出售，这些大型基金包括美国固定收益养老金基金、日本政府养老金投资基金和挪威石油基金。具体来看，以上这三家大型基金预计在本季度末流出的股票再平衡资金如下:1.美国固定收益养老金基金的资管规模高达7.5万亿美元，预计该基金本季度末将出售约为1700亿美元股票。2.日本政府养老金投资基金的资产管理规模为1.5万亿美元，预计将本季度末出售约220亿美元股票。3.挪威石油基金的资管规模为1.1万亿美元，预计本季度末将出售约150亿美元股票。分析师Panigirtzoglou表示：“这将是新冠病毒危机以来，股票再平衡资金流出量最大的一次。”此外，该分析师Panigirtzoglou还警告称，鉴于本月美股大幅下滑，这种负向的再平衡流出问题变得更大。因为这意味着，股票的被迫抛售即将发生在一个流动性很差的市场，这可能会对市场产生巨大影响。股市的流动性急剧下降可以从Emini的买盘/卖盘合约数量的变化中加以印证，过去两周，买盘/卖盘合约数量急剧恶化，从8月底的约100份合约，降至目前仅剩30份。分析师Panigirtzolou指出，未来市场将面临的风险很多，不仅仅只有被迫抛售带来的风险，诸如美国大选等对市场带来的影响同样让投资者感到不安。不过，情况或许也没有那么悲观，正如Panigirtzoglou总结的那样：“未来几周股市和风险的回落，可能是一个不错的买入机会。”尽管分析师预测本季度末会进行大规模的再平衡，但值得注意的是，今年6月22日，在摩根大通分析师也发出来类似警告，当时其称季末基金将被迫抛售1700亿美元股票，但标普500在随后一周都几乎没有任何波动。最后，提醒投资者，美股当前还有一个潜在风险点，即这周五是美股的三季度“四巫日”。美股市场的“四巫日”是每个季度最后一个月——3月、6月、9月、12月的第三个星期五。在这一天，美股四类金融衍生品，股指期货、股指期权、股票期货、股票期权同时到期。\"四巫日\"当天，各大基金经理会进行仓位调整，这往往会加剧美股的震荡，比如在今年一季度的“四巫日”，这天美国三大股指就悉数暴跌，其中道指、标普500指数、纳指分别跌了4.55%、4.34%、3.79%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972320640,"gmtCreate":1600101951880,"gmtModify":1703820366523,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>啥时候起飞🛫️？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>啥时候起飞🛫️？","text":"$特斯拉(TSLA)$啥时候起飞🛫️？","images":[{"img":"https://static.tigerbbs.com/c3324864d8f763bc49787e655ae7a47f","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972320640","isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":979873006,"gmtCreate":1598144762505,"gmtModify":1704217914495,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979873006","repostId":"946667650","repostType":1,"repost":{"id":946667650,"gmtCreate":1595847845470,"gmtModify":1704210001243,"author":{"id":"3489725211341675","authorId":"3489725211341675","name":"英为财情","avatar":"https://static.laohu8.com/90beb74040cb78811d8df6ccd44be346","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美元看空情绪愈发浓厚，会利好美股及全球股市吗？","htmlText":"美元指数周一跌破了94，创近两年新低。随着分析师继续看跌美元，有关它与股市之间关系的讨论又多了起来。核心的问题是，美元下跌，会如何影响股市？这里的股市不仅限于美股，还包括美国以外的全球股市。美元下跌，对美股是利好还是利空？高盛的外汇分析师押注，贸易加权美元在未来12个月还会超过5%的贬值空间，虽然今年以来，美指已经累计下跌了2.5%。此前曾有部分经济学家警告，美元可能会以迅速且令人不安的方式下跌，其作为世界储备货币的地位被迅速削弱，并在金融市场上引发冲击波。不过目前来看，美元似乎还未可能惨淡到如此地步，在1970年代、1980年代末和2000年代中期都经历过熊市，同时保持着全球储备货币的地位；而且，在2008年金融危机、今年疫情期间，贸易加权美元指数和标普500指数都在同一日触顶。正如DataTrek Research所说，“不要担心美元疲软是美国股市突然下跌的警告信号。”那么反过来呢？美元疲软是不是利好美股？事实上，美元与美股并不存在非常强的相关性。过去，美元强、美股强，美元弱、美股强，这两种情况都曾出现过。譬如，在上一轮美元牛市中，美股的表现也非常不错，因为美元强劲反映出美国经济实力相对于世界其他地区更为强劲。反过来，弱势美元通常被认为利好美国经济和大型跨国公司，这些跨国公司较大一部分收入来自于海外市场，而大部分成本都在美国本土产生；而且弱势美元也可能提振外国投资者对美国股票的需求，高盛预计今年外国投资者将买入3000亿美元的美股。而如果用数据说话——从长期来看，美元和美股之间倾向于表现出轻微的负相关性，而这种反比关系有变强的货币。根据ClearBridge Investments的数据，1973年以来的数据显示，贸易加权美元指数与标普500指数之间的月度相关性为-0.2；而自2000年以来，这个相关系数变成了-0.35。美国以外地区股市与美元相关性更强不过比起美股，美","listText":"美元指数周一跌破了94，创近两年新低。随着分析师继续看跌美元，有关它与股市之间关系的讨论又多了起来。核心的问题是，美元下跌，会如何影响股市？这里的股市不仅限于美股，还包括美国以外的全球股市。美元下跌，对美股是利好还是利空？高盛的外汇分析师押注，贸易加权美元在未来12个月还会超过5%的贬值空间，虽然今年以来，美指已经累计下跌了2.5%。此前曾有部分经济学家警告，美元可能会以迅速且令人不安的方式下跌，其作为世界储备货币的地位被迅速削弱，并在金融市场上引发冲击波。不过目前来看，美元似乎还未可能惨淡到如此地步，在1970年代、1980年代末和2000年代中期都经历过熊市，同时保持着全球储备货币的地位；而且，在2008年金融危机、今年疫情期间，贸易加权美元指数和标普500指数都在同一日触顶。正如DataTrek Research所说，“不要担心美元疲软是美国股市突然下跌的警告信号。”那么反过来呢？美元疲软是不是利好美股？事实上，美元与美股并不存在非常强的相关性。过去，美元强、美股强，美元弱、美股强，这两种情况都曾出现过。譬如，在上一轮美元牛市中，美股的表现也非常不错，因为美元强劲反映出美国经济实力相对于世界其他地区更为强劲。反过来，弱势美元通常被认为利好美国经济和大型跨国公司，这些跨国公司较大一部分收入来自于海外市场，而大部分成本都在美国本土产生；而且弱势美元也可能提振外国投资者对美国股票的需求，高盛预计今年外国投资者将买入3000亿美元的美股。而如果用数据说话——从长期来看，美元和美股之间倾向于表现出轻微的负相关性，而这种反比关系有变强的货币。根据ClearBridge Investments的数据，1973年以来的数据显示，贸易加权美元指数与标普500指数之间的月度相关性为-0.2；而自2000年以来，这个相关系数变成了-0.35。美国以外地区股市与美元相关性更强不过比起美股，美","text":"美元指数周一跌破了94，创近两年新低。随着分析师继续看跌美元，有关它与股市之间关系的讨论又多了起来。核心的问题是，美元下跌，会如何影响股市？这里的股市不仅限于美股，还包括美国以外的全球股市。美元下跌，对美股是利好还是利空？高盛的外汇分析师押注，贸易加权美元在未来12个月还会超过5%的贬值空间，虽然今年以来，美指已经累计下跌了2.5%。此前曾有部分经济学家警告，美元可能会以迅速且令人不安的方式下跌，其作为世界储备货币的地位被迅速削弱，并在金融市场上引发冲击波。不过目前来看，美元似乎还未可能惨淡到如此地步，在1970年代、1980年代末和2000年代中期都经历过熊市，同时保持着全球储备货币的地位；而且，在2008年金融危机、今年疫情期间，贸易加权美元指数和标普500指数都在同一日触顶。正如DataTrek Research所说，“不要担心美元疲软是美国股市突然下跌的警告信号。”那么反过来呢？美元疲软是不是利好美股？事实上，美元与美股并不存在非常强的相关性。过去，美元强、美股强，美元弱、美股强，这两种情况都曾出现过。譬如，在上一轮美元牛市中，美股的表现也非常不错，因为美元强劲反映出美国经济实力相对于世界其他地区更为强劲。反过来，弱势美元通常被认为利好美国经济和大型跨国公司，这些跨国公司较大一部分收入来自于海外市场，而大部分成本都在美国本土产生；而且弱势美元也可能提振外国投资者对美国股票的需求，高盛预计今年外国投资者将买入3000亿美元的美股。而如果用数据说话——从长期来看，美元和美股之间倾向于表现出轻微的负相关性，而这种反比关系有变强的货币。根据ClearBridge Investments的数据，1973年以来的数据显示，贸易加权美元指数与标普500指数之间的月度相关性为-0.2；而自2000年以来，这个相关系数变成了-0.35。美国以外地区股市与美元相关性更强不过比起美股，美","images":[{"img":"https://static.tigerbbs.com/0257e26a04bed40fd374b45ab764f4a3","width":"800","height":"450"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946667650","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979847729,"gmtCreate":1598141784361,"gmtModify":1704217912108,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979847729","repostId":"2061770901","repostType":2,"repost":{"id":"2061770901","pubTimestamp":1598133108,"share":"https://www.laohu8.com/m/news/2061770901?lang=&edition=full","pubTime":"2020-08-23 05:51","market":"hk","language":"zh","title":"历史重现？机构散户一致看多，美股短期调整空间或有限","url":"https://stock-news.laohu8.com/highlight/detail?id=2061770901","media":"第一财经","summary":"进入盛夏8月，美国股市并未在传统的交易淡季表现低迷，自纳指屡屡刷新历史新高后，标普500指数本周也时隔半年后突破了2月19日的“天花板”。虽然新冠肺炎疫情防控形势依然严峻，同时美国国会新一轮刺激法案悬","content":"<div>\n<p>进入盛夏8月，美国股市并未在传统的交易淡季表现低迷，自纳指屡屡刷新历史新高后，标普500指数本周也时隔半年后突破了2月19日的“天花板”。虽然新冠肺炎疫情防控形势依然严峻，同时美国国会新一轮刺激法案悬而未决，美联储提供的流动性依然是市场信心的重要来源，第一财经记者注意到，今年以来美国广义货币供应量（M2）从年初的15.3万亿美元飙升至8月初的18.2万亿美元，增长20%。伴随着美股逐步收复年内失地...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2020-08-23/doc-iivhuipp0139706.shtml\">Web Link</a>\n\n</div>\n","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\" 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href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2020-08-23/doc-iivhuipp0139706.shtml><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>进入盛夏8月，美国股市并未在传统的交易淡季表现低迷，自纳指屡屡刷新历史新高后，标普500指数本周也时隔半年后突破了2月19日的“天花板”。虽然新冠肺炎疫情防控形势依然严峻，同时美国国会新一轮刺激法案悬而未决，美联储提供的流动性依然是市场信心的重要来源，第一财经记者注意到，今年以来美国广义货币供应量（M2）从年初的15.3万亿美元飙升至8月初的18.2万亿美元，增长20%。伴随着美股逐步收复年内失地...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2020-08-23/doc-iivhuipp0139706.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/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DDM":"道指两倍做多ETF","SSO":"两倍做多标普500ETF","OEX":"标普100","SDS":"两倍做空标普500ETF","DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","IVV":"标普500指数ETF","SPY":"标普500ETF","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","SPXU":"三倍做空标普500ETF"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2020-08-23/doc-iivhuipp0139706.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2061770901","content_text":"进入盛夏8月，美国股市并未在传统的交易淡季表现低迷，自纳指屡屡刷新历史新高后，标普500指数本周也时隔半年后突破了2月19日的“天花板”。虽然新冠肺炎疫情防控形势依然严峻，同时美国国会新一轮刺激法案悬而未决，美联储提供的流动性依然是市场信心的重要来源，第一财经记者注意到，今年以来美国广义货币供应量（M2）从年初的15.3万亿美元飙升至8月初的18.2万亿美元，增长20%。伴随着美股逐步收复年内失地，市场信心正在快速上升，而这种一致性背后或许也暗藏着隐患。机构散户立场出奇一致自1月份以来，投资者对美股的热情从未如此高涨。特斯拉、苹果、亚马逊等明星股近期大涨背后，离不开美股散户投资者的推波助澜。美国个人投资者协会 （AAII）数据显示，截至本月13日， 看空美股的比例为42.12%，看多美股的比例为30.14%，净看空比例为12.09%，较5月初高点的28.99%回落近六成。国泰君安国际投资策略师李恒钊向第一财经记者分析道，数据显示目前成长股及价值股的估值差异已达过去20年的极端水平，价值股远远低于成长股。而此次美股大涨以及盈利回吐等因素导致了多数板块估值站上高位，目前投资者对信息科技板块的热情已高涨至不可思议的位置，令人不禁联想到了当年的互联网泡沫时期。另外一项市场情绪指标——CNN 商业恐惧与贪婪指数（Business Fear&Greed Index）本周突破70关口（最高100），达到了年初以来的最高水平，也显示市场即将进入极度贪婪的状态。德意志银行分析师萨特（Parag Thatte）在报告中表示，自美股3月见底以来，大量个人投资者为降低交易成本，通过新兴互联网券商，如Robinhood、亚美利证券等积极入场，而此前对市场前景有所犹豫的机构也开始空翻多。美银美林发布的最新调查显示，基金经理对市场的乐观程度也创3月疫情恶化以来峰值。净12%的受访者选择增持股票，较7月增加了7个百分点。46%的机构认为目前处于牛市阶段，认为熊市反弹的比例为35%。相较而言，7月时有47%的基金经理认为是熊市反弹，仅有40%的受访者认为美股处于牛市。机构对业绩的预期进一步乐观，预计未来12个月企业利润将改善的投资者飙升21个百分点至57%，为2017年3月以来的最高水平。在疫情初期持有大量现金的基金经理正重返股市，推动持仓指标逼近历史高位，持仓头寸开始变得拥挤。此外，不少机构近期频频上调了美股年末的目标位，高盛首席美股策略师科斯丁（David Kostin）将标普500指数的预期大幅上修20%。科斯丁指出，上调目标位是因为疫苗方面传来的积极消息令高盛对美国经济增长的预测有所上调。“正如过去几个月所证明的那样，股票价格不仅取决于预期的未来收益流，还取决于这些收益折现的速度。展望未来，高盛对美股企业盈利预测高于市场普遍预期，因此将年底标普500指数目标位上调至3600点。”高盛的报告称。衍生品市场暗流涌动通常而言，市场往往在情绪出现极端情况下迎来拐点，例如今年1月下旬的短期顶部以及3月恐慌杀跌伴随悲观情绪宣泄的年内低点，而这一次美股也许正在接近新的临界点。资产管理机构BK Asset Management宏观策略师施罗斯伯格（Boris Schlossberg）在接受第一财经记者采访时表示，市场在激烈博弈后看涨情绪再度控制市场，随着有关疫苗研发的消息不断传出，投资者有理由对未来感到乐观。衡量市场波动性的CBOE 恐慌指数VIX近一周下滑了超10%，创3月美国采取隔离措施以来新低。衍生品市场看多情绪水涨船高，20日，CBOE 标普500指数期权PCR（Put-Call-Ratio）报0.46，创近一个月新低，该指数走势往往被视为市场转折的信号。路透策略师乔伊内尔（April Joyner）指出，PCR指标表明市场可能很快就会面临不稳定的局面。通常而言，当标普500指数涨得越高且PCR值越低时，股市回调的风险就越大，现在指标反映出的是投资者过于乐观或过度自满，形势很容易出现逆转。自2018年末以来，当标普500指数触及重要关口时，该指标读数往往低于0.60。今年6月初，当这一指标跌至20年低点0.402后，标普500指数在短短5个交易日内从高点跳水超过8%。乔伊内尔认为，随着标普500指数成功突破历史新高，无论该指数接下来是形成一个近乎完美的双顶，还是继续上冲，市场或很快就会出现巨震。触发市场调整的一大潜在风险点是陷入僵局的国会刺激法案谈判，李恒钊向第一财经记者表示，从目前的情况看，财政刺激最快可能也要9月才能落地，代表消费支出的8月零售数据料会进一步放缓。值得关注的是，企业破产潮正在加速，数据显示截至目前已有超过400家的大型美企宣布破产，如果经济刺激政策迟迟没有落地，这个数字将会快速增长，并引发投资者紧张情绪。大选则是另一大潜在利空因素，MarketWatch专栏作家胡尔伯特（Mark Hulbert）指出，历史上，在总统选举前的三个月里，美股几乎总是下跌的。比如，自1900年以来，道指在此期间的平均跌幅为5%。考虑到今年特殊的背景，胡尔伯特提及了12年前的8月，市场情绪同样高昂，当时发表的机构研报，分析师的主流观点是次贷危机基本已经过去，而就在两个月后，雷曼兄弟的破产却引发了一场全球性的金融风暴。如今在新一轮大选前夕，股市与严峻的经济现实之间再次脱节。施罗斯伯格向第一财经记者表示，美国经济未来在不确定状态中停留的时间越长，市场向上的能量越有可能被消耗殆尽。","news_type":1},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970856000,"gmtCreate":1597745410300,"gmtModify":1704216548334,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970856000","repostId":"947548508","repostType":1,"repost":{"id":947548508,"gmtCreate":1597369996250,"gmtModify":1704215615457,"author":{"id":"3524105622951348","authorId":"3524105622951348","name":"开柒","avatar":"https://static.tigerbbs.com/965ff7cf93df9532879089e83dc0136f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"爱奇艺被SEC调查：百度和爱奇艺股价出现恐慌性大跌","htmlText":"话说，今日一早，百度交出了新一季度财报。八姐看了看，在如此被看衰的大环境下、特别是广告市场被看衰的情况下，百度的这份财报其实还是超越预期的。<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> 百度的两个重要指标百度营收、运营利润均超华尔街预期。第二季度百度营收260.3亿元，市场平均预期为257亿元，百度运营利润（Non-GAAP）56.05亿元，同比大增187％，远超市场平均预期的31.1亿元。&nbsp; 不过，尽管百度这季度财报成绩优良，但受累于爱奇艺被证券交易委员会（SEC）调查，百度股价在盘后出现了跳水，跌了超过7%。 当然，爱奇艺更惨，盘后跌了超过15%。 根据爱奇艺发布的公告，该公司被美国证券交易委员会（SEC）调查，要求提供2018年1月份以来的财务记录，并提及空头WolfPack所提及的财务内容。此前，上述做空报告称，爱奇艺将其2019年收入增加了约人民币8-13亿元，并高估了用户数约42％-60％。而因为近期的中美关系紧张以及瑞幸咖啡事件，爱奇艺这次被SEC调查，这才容易被解读为另有意味，引发了市场恐慌情绪。 与此同时，百度持有56%的爱奇艺股权，92.7%的投票权是爱奇艺的第一大股东，因此爱奇艺被调查，也引发了百度股价的盘后大跌——毕竟，现在谁也不知道，假如爱奇艺的虚报用户和价格成真，这会不会是类似于瑞幸或者tiktok的又一个大事件？ 好啦，不废话，来简单说下百度第二季度的财报。 百度的营收增速依然在放缓，同比增长为-1%，跌到了历史新低。不过，环比增加了15%。 百度最为关键的“百度核心”收入为人民币189亿元（约合26.8亿美元），与去年同","listText":"话说，今日一早，百度交出了新一季度财报。八姐看了看，在如此被看衰的大环境下、特别是广告市场被看衰的情况下，百度的这份财报其实还是超越预期的。<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> 百度的两个重要指标百度营收、运营利润均超华尔街预期。第二季度百度营收260.3亿元，市场平均预期为257亿元，百度运营利润（Non-GAAP）56.05亿元，同比大增187％，远超市场平均预期的31.1亿元。&nbsp; 不过，尽管百度这季度财报成绩优良，但受累于爱奇艺被证券交易委员会（SEC）调查，百度股价在盘后出现了跳水，跌了超过7%。 当然，爱奇艺更惨，盘后跌了超过15%。 根据爱奇艺发布的公告，该公司被美国证券交易委员会（SEC）调查，要求提供2018年1月份以来的财务记录，并提及空头WolfPack所提及的财务内容。此前，上述做空报告称，爱奇艺将其2019年收入增加了约人民币8-13亿元，并高估了用户数约42％-60％。而因为近期的中美关系紧张以及瑞幸咖啡事件，爱奇艺这次被SEC调查，这才容易被解读为另有意味，引发了市场恐慌情绪。 与此同时，百度持有56%的爱奇艺股权，92.7%的投票权是爱奇艺的第一大股东，因此爱奇艺被调查，也引发了百度股价的盘后大跌——毕竟，现在谁也不知道，假如爱奇艺的虚报用户和价格成真，这会不会是类似于瑞幸或者tiktok的又一个大事件？ 好啦，不废话，来简单说下百度第二季度的财报。 百度的营收增速依然在放缓，同比增长为-1%，跌到了历史新低。不过，环比增加了15%。 百度最为关键的“百度核心”收入为人民币189亿元（约合26.8亿美元），与去年同","text":"话说，今日一早，百度交出了新一季度财报。八姐看了看，在如此被看衰的大环境下、特别是广告市场被看衰的情况下，百度的这份财报其实还是超越预期的。$百度(BIDU)$$爱奇艺(IQ)$ 百度的两个重要指标百度营收、运营利润均超华尔街预期。第二季度百度营收260.3亿元，市场平均预期为257亿元，百度运营利润（Non-GAAP）56.05亿元，同比大增187％，远超市场平均预期的31.1亿元。 不过，尽管百度这季度财报成绩优良，但受累于爱奇艺被证券交易委员会（SEC）调查，百度股价在盘后出现了跳水，跌了超过7%。 当然，爱奇艺更惨，盘后跌了超过15%。 根据爱奇艺发布的公告，该公司被美国证券交易委员会（SEC）调查，要求提供2018年1月份以来的财务记录，并提及空头WolfPack所提及的财务内容。此前，上述做空报告称，爱奇艺将其2019年收入增加了约人民币8-13亿元，并高估了用户数约42％-60％。而因为近期的中美关系紧张以及瑞幸咖啡事件，爱奇艺这次被SEC调查，这才容易被解读为另有意味，引发了市场恐慌情绪。 与此同时，百度持有56%的爱奇艺股权，92.7%的投票权是爱奇艺的第一大股东，因此爱奇艺被调查，也引发了百度股价的盘后大跌——毕竟，现在谁也不知道，假如爱奇艺的虚报用户和价格成真，这会不会是类似于瑞幸或者tiktok的又一个大事件？ 好啦，不废话，来简单说下百度第二季度的财报。 百度的营收增速依然在放缓，同比增长为-1%，跌到了历史新低。不过，环比增加了15%。 百度最为关键的“百度核心”收入为人民币189亿元（约合26.8亿美元），与去年同","images":[{"img":"https://static.tigerbbs.com/bfedbdd81d3b404c92b1dd4c645fc70b","width":"1080","height":"576"},{"img":"https://static.tigerbbs.com/b355df741b1446089a2ab3ffc2a38c88","width":"640","height":"13"},{"img":"https://static.tigerbbs.com/040c946fe26649c08209d8534dcfdf40","width":"1080","height":"511"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947548508","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941703708,"gmtCreate":1594998185604,"gmtModify":1704207786061,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941703708","repostId":"904764215","repostType":1,"repost":{"id":904764215,"gmtCreate":1561380466049,"gmtModify":1704701809517,"author":{"id":"3524105688774510","authorId":"3524105688774510","name":"66f87bec","avatar":"https://static.tigerbbs.com/d41a9585311541f7bc86d5a24a6c073f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"QORVO：三足鼎立局面难改，苹果、华为是其前两大客户","htmlText":"作者 | 韦三甲 流程编辑 | Cici 前段时间，一则标题为《有多快？5G在日常使用中的真实体验》的视频火爆了网络。短短两个星期，这个视频在著名视频网站bilibili上的播放量达到了惊人的835.9万次。$Qorvo, Inc.(QRVO)$ （来源：bilibili） 社会各界都在密切关注着5G的进展，因为高速度高质量的网络互联早已深入到人们的日常生活中，比如说微信电话早已代替了电话的功能，比如说随时随地看4K高清视频。 传输速度快，低时延，以往那种“歪？喂？？喂！信号不好听不见”的情况也将不复存在。 不过，充分运用5G技术的前提是，能够拥有与之相匹配的设备。俗话说好马配好鞍，不然鞍再好马不行，也是跑不快的。 在核心设备的组成器件中，有一个很关键的部分就是射频器件。 射频器件是无线通讯设备的基础性零部件，在无线通讯中扮演着两个重要的角色，即在发射信号的过程中扮演着将二进制信号转换成高频率的无线电磁波信号；在接收信号的过程中将收到的电磁波信号转换成二进制数字信号。 美国的Qorvo（NASDAQ：QRVO），就是射频技术领域的佼佼者。这家公司于2015年1月1日，由RF Micro Devices (NASDAQ：RFMD，下称RFMD)和TriQuint Semiconductor (NASDAQ：TQNT，下称TriQuint)正式合并而成。 在合并之前，RFMD为移动装置提供射频集成电路放大装置和信号处理传输设备等，TriQuint则主要生产天线开关、功率放大器以及滤波器等产品。 合并之后的Qorvo，完成了天线、功率放大器芯片、滤波器和射频开关的全产业线布局。 射频器件是无线连接的核心，随着5G和物联网应用的推广，这个行业将迎来持续的增长态势。根据Market research future的研究，全球射频器件的市场规模将以CAGR 16%的速度增长","listText":"作者 | 韦三甲 流程编辑 | Cici 前段时间，一则标题为《有多快？5G在日常使用中的真实体验》的视频火爆了网络。短短两个星期，这个视频在著名视频网站bilibili上的播放量达到了惊人的835.9万次。$Qorvo, Inc.(QRVO)$ （来源：bilibili） 社会各界都在密切关注着5G的进展，因为高速度高质量的网络互联早已深入到人们的日常生活中，比如说微信电话早已代替了电话的功能，比如说随时随地看4K高清视频。 传输速度快，低时延，以往那种“歪？喂？？喂！信号不好听不见”的情况也将不复存在。 不过，充分运用5G技术的前提是，能够拥有与之相匹配的设备。俗话说好马配好鞍，不然鞍再好马不行，也是跑不快的。 在核心设备的组成器件中，有一个很关键的部分就是射频器件。 射频器件是无线通讯设备的基础性零部件，在无线通讯中扮演着两个重要的角色，即在发射信号的过程中扮演着将二进制信号转换成高频率的无线电磁波信号；在接收信号的过程中将收到的电磁波信号转换成二进制数字信号。 美国的Qorvo（NASDAQ：QRVO），就是射频技术领域的佼佼者。这家公司于2015年1月1日，由RF Micro Devices (NASDAQ：RFMD，下称RFMD)和TriQuint Semiconductor (NASDAQ：TQNT，下称TriQuint)正式合并而成。 在合并之前，RFMD为移动装置提供射频集成电路放大装置和信号处理传输设备等，TriQuint则主要生产天线开关、功率放大器以及滤波器等产品。 合并之后的Qorvo，完成了天线、功率放大器芯片、滤波器和射频开关的全产业线布局。 射频器件是无线连接的核心，随着5G和物联网应用的推广，这个行业将迎来持续的增长态势。根据Market research future的研究，全球射频器件的市场规模将以CAGR 16%的速度增长","text":"作者 | 韦三甲 流程编辑 | Cici 前段时间，一则标题为《有多快？5G在日常使用中的真实体验》的视频火爆了网络。短短两个星期，这个视频在著名视频网站bilibili上的播放量达到了惊人的835.9万次。$Qorvo, Inc.(QRVO)$ （来源：bilibili） 社会各界都在密切关注着5G的进展，因为高速度高质量的网络互联早已深入到人们的日常生活中，比如说微信电话早已代替了电话的功能，比如说随时随地看4K高清视频。 传输速度快，低时延，以往那种“歪？喂？？喂！信号不好听不见”的情况也将不复存在。 不过，充分运用5G技术的前提是，能够拥有与之相匹配的设备。俗话说好马配好鞍，不然鞍再好马不行，也是跑不快的。 在核心设备的组成器件中，有一个很关键的部分就是射频器件。 射频器件是无线通讯设备的基础性零部件，在无线通讯中扮演着两个重要的角色，即在发射信号的过程中扮演着将二进制信号转换成高频率的无线电磁波信号；在接收信号的过程中将收到的电磁波信号转换成二进制数字信号。 美国的Qorvo（NASDAQ：QRVO），就是射频技术领域的佼佼者。这家公司于2015年1月1日，由RF Micro Devices (NASDAQ：RFMD，下称RFMD)和TriQuint Semiconductor (NASDAQ：TQNT，下称TriQuint)正式合并而成。 在合并之前，RFMD为移动装置提供射频集成电路放大装置和信号处理传输设备等，TriQuint则主要生产天线开关、功率放大器以及滤波器等产品。 合并之后的Qorvo，完成了天线、功率放大器芯片、滤波器和射频开关的全产业线布局。 射频器件是无线连接的核心，随着5G和物联网应用的推广，这个行业将迎来持续的增长态势。根据Market research future的研究，全球射频器件的市场规模将以CAGR 16%的速度增长","images":[{"img":"https://static.tigerbbs.com/d7bc6afc4cd93eb0208f373770e631a7"},{"img":"https://static.tigerbbs.com/54258b2b007999638a6ef2d5e21e77f9"},{"img":"https://static.tigerbbs.com/92d58cc2874aa989a916f2d938834d6e"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/904764215","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":45,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}