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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>利润创纪录！华尔街今年赚“肿”了，却依然焦虑</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n利润创纪录！华尔街今年赚“肿”了，却依然焦虑\n</h2>\n\n<h4 class=\"meta\">\n\n2021-12-23 20:48 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对华尔街投行来说，重要的不是拥有什么，而是比别人拥有的更多。\n\n周三，据彭博社报道，高盛CEO所罗门在11月为退休合伙人举办的晚宴上提到，华尔街投行今年利润创纪录，高盛将是美国盈利最高的上市公司之一。\n但人们的反应并不热情，经验丰富的银行家Geoff Boisi形容称，我不知道用“萎靡不振”形容是否准确，这是一种不舒服的感觉，人们感到局促不安。\n高盛正在准备为有史以来最赚钱的一年进行最后的“欢庆”...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{"BK4552":"Archegos爆仓风波概念","BK4551":"寇图资本持仓","BK4207":"综合性银行","MS":"摩根士丹利","BK4099":"汽车制造商","JPM":"摩根大通","BK4548":"巴美列捷福持仓","C":"花旗","BAC":"美国银行","BK4553":"喜马拉雅资本持仓","BK4127":"投资银行业与经纪业","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4566":"资本集团","BK4504":"桥水持仓","TSLA":"特斯拉","BK4559":"巴菲特持仓","BK4527":"明星科技股","GS":"高盛","BK4550":"红杉资本持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168619405","content_text":"对华尔街投行来说，重要的不是拥有什么，而是比别人拥有的更多。\n\n周三，据彭博社报道，高盛CEO所罗门在11月为退休合伙人举办的晚宴上提到，华尔街投行今年利润创纪录，高盛将是美国盈利最高的上市公司之一。\n但人们的反应并不热情，经验丰富的银行家Geoff Boisi形容称，我不知道用“萎靡不振”形容是否准确，这是一种不舒服的感觉，人们感到局促不安。\n高盛正在准备为有史以来最赚钱的一年进行最后的“欢庆”，发放一些巨额奖金，但华尔街往常的互相祝贺和祝酒声已经消失。华尔街投行不仅因为近两年的全球疫情而精疲力竭，也因为避免一个极度不平等的时代炫耀而安静下来。\n业内人士表示，任务无休止，麻烦在酝酿，真正的乐趣在别处。\n重要的不是拥有什么，而是比别人拥有的更多\n华尔街老兵们指出，不知何故，这一次感觉不太好。其中一个原因是：精英交易员和交易撮合者赚来的财富正被加密货币狂热者、金融科技巨头和meme股票吹捧者的快速财富所超越。而新冠疫情爆发、经济刺激和市场动荡的爆发，必然会给金融业带来更多机会。\n摩根士丹利在戈尔曼掌舵前五年，平均每年盈利约30亿美元，而在今年第一季度的盈利超过40亿美元，而高盛利润也在劳动节前后打破了年度最高记录。在2018年，摩根大通才实现250亿美元的收入，目前有望达到450亿美元。就他们的工作而言，一些银行家，尤其是处理并购的银行家，今年的“并购狂潮”可能会使他们的奖金飙升。\n但重要的不是拥有什么，而是比其他人拥有的更多。\n元宇宙平台Meta和特斯拉成立比花旗银行晚，但其估值已超过了花旗。\n高频交易公司Tower Research创始人Mark Gorton表示，总有人比你做得更好。有些人可以通过加密货币赚很多钱，如果每个人都把自己和那些人相比，就会感到很难过。\n需要注意的是，这种嫉妒标志着一种转变。在一年前，Sam Peurifoy（6月份离开高盛，进入加密货币交易服务公司）听到高盛的同事们将加密技术描述为“可爱、小众的稀罕东西”。而现今，尽管银行家们在这一年中获得了意外之财，但空气中弥漫着一种他们已经“错过了”的感觉。\n疫情期间“发横财”，不安且工作量巨大\n此外，还有一些其他的因素助长华尔街的焦虑情绪。\n纽伯格伯曼CEO George Walker指出，随着市场的复苏繁荣，银行家们面临着“巨大的工作量”。当客户关注环境、社会和治理等多方面问题时，工作需要投入额外的精力，再加上新冠疫情的压力，工作没有任何快乐可言。\n曾为美国银行、纳斯达克工作的私人股本投资者Bill Harts说，一些银行家出于礼貌而保持沉默。\nHarts指出，由于疫情，人们不想让自己赚钱听起来像“看看我在几十万人死亡的时候赚了多少钱”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693759167,"gmtCreate":1640086015113,"gmtModify":1640086015113,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693759167","repostId":"2192358181","repostType":2,"repost":{"id":"2192358181","kind":"highlight","pubTimestamp":1640055937,"share":"https://www.laohu8.com/m/news/2192358181?lang=&edition=full","pubTime":"2021-12-21 11:05","market":"us","language":"en","title":"3 Growth Stocks That Could Skyrocket 50% or More in 2022, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2192358181","media":"Motley Fool","summary":"There are good reasons for Wall Street analysts to be bullish about these stocks.","content":"<p>Want to have a really happy new year? Invest now in stocks that are likely to really take off in 2022. Granted, that's easier said than done. There's no way to know for sure which stocks will perform well in the future.</p>\n<p>However, you can get some ideas from the analysts getting paid big bucks to research companies from top to bottom. Here are three growth stocks that will skyrocket 50% or more in 2022, according to Wall Street.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F657145%2F2022-businessman-with-charts.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"423\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>1. Sea Limited</h2>\n<p>The consensus 12-month price target for <b>Sea Limited</b> (NYSE:SE) reflects an upside potential of 89%. Sea wasn't too far away from achieving that target in October. However, the stock has plunged more than 40% from its high -- in part due to the company badly missing Q3 earnings expectations but mainly because of the overall sell-off of growth stocks.</p>\n<p>Sea's past success has been primarily driven by its <i>Free Fire</i> mobile game. Although <i>Free Fire</i> was launched four years ago, it's still the highest-grossing mobile game in India, Latin America,and Southeast Asia, according to App Annie. It has also been the highest-grossing mobile battle royale game in the U.S. for three consecutive quarters. Sea expects even more growth as it rolls out new features.</p>\n<p>But don't think of Sea Limited as just a video game stock. The company's Shopee e-commerce platform dominates in the Southeast Asia and Taiwan markets. It's also made significant headway in Latin America.</p>\n<p>Sea also has SeaMoney. It's a top digital payments and financial services provider in Southeast Asia. In the third quarter of 2021, SeaMoney's total payment volume more than doubled year over year.</p>\n<p>Gaming, e-commerce, and digital payments are all strong growth markets. There aren't many companies that have the potential to win in all three, but Sea Limited could.</p>\n<h2>2. Teladoc Health</h2>\n<p><b>Teladoc Health</b>'s (NYSE:TDOC) shares are down more than 50% year to date. But Wall Street thinks this virtual care leader could rebound in a major way in 2022. The consensus price target for Teladoc reflects an upside potential of nearly 66%.</p>\n<p>Why has Teladoc fallen so much? One main factor is that some investors thought that the end of COVID-19 lockdowns would lead to slowing growth. While Teladoc did experience some slowing, its business continues to perform very well.</p>\n<p>The company's near-term prospects look quite good. Teladoc's contract with HCSC, the fifth-biggest health insurer in the U.S., goes into effect in January 2022. Primary360, Teladoc's virtual primary care service, also continues to gain momentum.</p>\n<p>Teladoc's long-term prospects should be even better. We're still only in the early innings of the adoption of virtual care. Sure, there are other companies competing against Teladoc. However, the company has a wider moat than you might think as the largest player in the industry.</p>\n<h2>3. <a href=\"https://laohu8.com/S/PYPL\">PayPal</a></h2>\n<p><b>PayPal Holdings</b> (NASDAQ:PYPL) has fallen more in recent months than it has since the fintech stock first traded publicly as a stand-alone entity in 2015. Analysts think this decline will be only temporary, though. The consensus price target for PayPal is 50% higher than its current share price.</p>\n<p>Wall Street's optimism could be well-founded. PayPal ranks as the most accepted digital wallet in the world. More than 75% of the top 1,500 biggest merchants allow customers to pay with PayPal. As e-commerce grows, so will PayPal.</p>\n<p>New features should enable PayPal to gain even more momentum. The app's cryptocurrency wallet has been a big hit. PayPal plans to launch high-yield savings to the app in early 2022.</p>\n<p>PayPal's Venmo mobile payment app should also enjoy a significant boost next year. <b>Amazon.com</b> will allow customers to make purchases with their Venmo accounts beginning in 2022.</p>","source":"fool_stock","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 Growth Stocks That Could Skyrocket 50% or More in 2022, According to Wall Street</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 Growth Stocks That Could Skyrocket 50% or More in 2022, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 11:05 GMT+8 <a href=https://www.fool.com/investing/2021/12/20/growth-stocks-skyrocket-2022-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Want to have a really happy new year? Invest now in stocks that are likely to really take off in 2022. Granted, that's easier said than done. There's no way to know for sure which stocks will perform ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/20/growth-stocks-skyrocket-2022-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","SE":"Sea Ltd","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","BK4566":"资本集团","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4524":"宅经济概念","BK4503":"景林资产持仓","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","PYPL":"PayPal","BK4167":"医疗保健技术","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2021/12/20/growth-stocks-skyrocket-2022-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192358181","content_text":"Want to have a really happy new year? Invest now in stocks that are likely to really take off in 2022. Granted, that's easier said than done. There's no way to know for sure which stocks will perform well in the future.\nHowever, you can get some ideas from the analysts getting paid big bucks to research companies from top to bottom. Here are three growth stocks that will skyrocket 50% or more in 2022, according to Wall Street.\nImage source: Getty Images.\n1. Sea Limited\nThe consensus 12-month price target for Sea Limited (NYSE:SE) reflects an upside potential of 89%. Sea wasn't too far away from achieving that target in October. However, the stock has plunged more than 40% from its high -- in part due to the company badly missing Q3 earnings expectations but mainly because of the overall sell-off of growth stocks.\nSea's past success has been primarily driven by its Free Fire mobile game. Although Free Fire was launched four years ago, it's still the highest-grossing mobile game in India, Latin America,and Southeast Asia, according to App Annie. It has also been the highest-grossing mobile battle royale game in the U.S. for three consecutive quarters. Sea expects even more growth as it rolls out new features.\nBut don't think of Sea Limited as just a video game stock. The company's Shopee e-commerce platform dominates in the Southeast Asia and Taiwan markets. It's also made significant headway in Latin America.\nSea also has SeaMoney. It's a top digital payments and financial services provider in Southeast Asia. In the third quarter of 2021, SeaMoney's total payment volume more than doubled year over year.\nGaming, e-commerce, and digital payments are all strong growth markets. There aren't many companies that have the potential to win in all three, but Sea Limited could.\n2. Teladoc Health\nTeladoc Health's (NYSE:TDOC) shares are down more than 50% year to date. But Wall Street thinks this virtual care leader could rebound in a major way in 2022. The consensus price target for Teladoc reflects an upside potential of nearly 66%.\nWhy has Teladoc fallen so much? One main factor is that some investors thought that the end of COVID-19 lockdowns would lead to slowing growth. While Teladoc did experience some slowing, its business continues to perform very well.\nThe company's near-term prospects look quite good. Teladoc's contract with HCSC, the fifth-biggest health insurer in the U.S., goes into effect in January 2022. Primary360, Teladoc's virtual primary care service, also continues to gain momentum.\nTeladoc's long-term prospects should be even better. We're still only in the early innings of the adoption of virtual care. Sure, there are other companies competing against Teladoc. However, the company has a wider moat than you might think as the largest player in the industry.\n3. PayPal\nPayPal Holdings (NASDAQ:PYPL) has fallen more in recent months than it has since the fintech stock first traded publicly as a stand-alone entity in 2015. Analysts think this decline will be only temporary, though. The consensus price target for PayPal is 50% higher than its current share price.\nWall Street's optimism could be well-founded. PayPal ranks as the most accepted digital wallet in the world. More than 75% of the top 1,500 biggest merchants allow customers to pay with PayPal. As e-commerce grows, so will PayPal.\nNew features should enable PayPal to gain even more momentum. The app's cryptocurrency wallet has been a big hit. PayPal plans to launch high-yield savings to the app in early 2022.\nPayPal's Venmo mobile payment app should also enjoy a significant boost next year. Amazon.com will allow customers to make purchases with their Venmo accounts beginning in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106417498,"gmtCreate":1620139115214,"gmtModify":1620139115214,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"可口可乐","listText":"可口可乐","text":"可口可乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/106417498","repostId":"1142967777","repostType":4,"repost":{"id":"1142967777","kind":"news","pubTimestamp":1620111486,"share":"https://www.laohu8.com/m/news/1142967777?lang=&edition=full","pubTime":"2021-05-04 14:58","market":"us","language":"zh","title":"隐藏在巴菲特股东大会的重要信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1142967777","media":"爱思考的柚子","summary":"昨天看了巴菲特的股东大会，发觉几个有意思的地方。\n1、持仓：老巴持有2812亿的股票，不算其收购的公司等。\n\n苹果占到了惊人的43%，贡献了52%的累计盈利。要知道老巴是2018年清仓了$IBM(IB","content":"<p>昨天看了巴菲特的股东大会，发觉几个有意思的地方。</p>\n<p>1、<b>持仓：老巴持有2812亿的股票，不算其收购的公司等。</b></p>\n<ul>\n <li><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>占到了惊人的43%，贡献了52%的累计盈利。要知道老巴是2018年清仓了$IBM(<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$才开始买入Apple的。我看了下<a href=\"https://laohu8.com/S/AAPL\">苹果</a>这3年的净利润，没涨还跌了，但架不住美联储放水。不过老巴一向对赚钱多的CEO不吝赞美，大夸厨子Cook的管理水平高。承认自己卖了部分苹果是sb行为，还被芒格吐槽老巴太爱调仓了。（想到其拿了<a href=\"https://laohu8.com/S/002594\">比亚迪</a>12年，我内心略汗）</p><p><img src=\"https://static.tigerbbs.com/1474b59395d0aed03ecb8cedecd98d3d\" tg-width=\"1080\" tg-height=\"348\" referrerpolicy=\"no-referrer\"></p></li>\n <li><p>消费医疗通讯占到14%，，这类抗周期高壁垒，受益于整个经济明显的都是老巴喜欢的。Verizon<a href=\"https://laohu8.com/S/VZ\">威瑞森</a>是今年买入的，<b>估计因为拜登上台会大修基础设施？</b></p></li>\n <li><p>金融占到24%，老巴减少了银行的持仓，认为整体持仓10%就好，除掉周期的<a href=\"https://laohu8.com/S/MCO\">穆迪</a>和运通现在还持有14%，估计21年还会减少。<b>很明显老巴对未来整体金融风险预感越来越不好了。</b></p></li>\n <li><p>周期性的能源汽车行业只占4%，去年较多的航空股则全部清仓。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>荣获涨幅第二名，达到24倍。考虑到比亚迪持仓12年，<a href=\"https://laohu8.com/S/MCO\">穆迪</a>持仓了20年，比亚迪涨幅是最大的。但<b>比亚迪的涨幅绝大部分是2020年涨的，叠加了新能源和大A股两个周期。</b></p><p><img src=\"https://static.tigerbbs.com/abcebba8f64c9a1f111875da28894826\" tg-width=\"1080\" tg-height=\"356\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/29100837e8dc2a10a4ae58fca83d32c3\" tg-width=\"1080\" tg-height=\"1094\" referrerpolicy=\"no-referrer\"></p></li>\n</ul>\n<p><b>2、30年前和30年后市值最高的公司</b></p>\n<ul>\n <li><p>1989年市值最高的公司13家是日本公司，行业主要是银行和石油。2019年则主要是科技、医药、消费和金融。经济发生巨变，推动了不同的企业命运。</p></li>\n <li><p>最高市值从1000亿美金变成了1万亿，最低的也从300亿变成2300亿，30年时间都涨了接近10倍。增长有三个动力：业绩增长、市盈率增长和通货膨胀？）</p></li>\n <li><p>市盈率：苹果30x，<a href=\"https://laohu8.com/S/MSFT\">微软</a>34x，市盈率不算太高。通胀：我查了下美国30年算下也就216%。因此市值的增长很大程度是因为业绩，苹果一年净利润500亿。全球化的30年，市场变大，企业变大，水大鱼大。</p></li>\n <li><p>另外，在1989年正好是日本股灾爆发，其后20年日经下跌了82%，日本进入失去的20年。（老巴是在预示啥？）</p></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/b68f3fd4a3fc55a81e860009c02397ef\" tg-width=\"298\" tg-height=\"256\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2f8bc4c3893072345c6a533b1c939baf\" tg-width=\"1080\" tg-height=\"1113\" referrerpolicy=\"no-referrer\"></p>\n<p>3、<b>老巴VS钢铁侠-马斯克，老巴不是第一回怼人了</b></p>\n<ul>\n <li><p>在1900年<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业爆发过，下图只是M开头的部分公司，最后美国只剩下三家（通用、福特和克莱斯勒），其他被收购或破产。新能源汽车和1900年很像，谁也不知道谁会是下一个福特。（映射Tesla？）</p></li>\n <li><p>1900年的底特律其实就是2000年的硅谷，汽车相关的人才都集中在一起，促使了行业的诞生。中国肯定是大湾区了、北京和上海了。快递行业：顺丰在深圳、通达系在上海。锂电池产业链：广东公司占到了25%。别的省只有某些板块有集中效应，如湖南的正负极材料，河北的膜。</p><p><img src=\"https://static.tigerbbs.com/035bfb5b5f72f5bfb3dff4f1ab2664c1\" tg-width=\"619\" tg-height=\"350\" referrerpolicy=\"no-referrer\"></p></li>\n</ul>\n<ul>\n <li><p>马斯克之前提过<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>能源在德州的投入会用90亿的投资做发电是错误的，老巴说要解决德州停电问题，电池储能要能坚持四天，而不是四小时的问题（讽刺马斯克的锂电池）。老巴说他们有一个独一无二的提案，很期待。</p></li>\n <li><p>马斯克跟巴菲特先生打电话，让其为去火星殖民的任务去保险。老巴说要看他是否能给的出足够价钱。（讽刺马斯卡的风险大到付不起）</p></li>\n</ul>\n<p>4、<b>其他重大项目</b></p>\n<ul>\n <li><p>PCC：2016年321亿收购的飞机和工业零件制造商，在20年8月减计了98亿美元，亏了30%。老巴说高估了正常盈利，换句话说就是估值高了。还说是正常概率失手，但这几年收购案子真心是不顺利。</p></li>\n <li><p><a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>：投了138亿，市值还是低于这个数。3G的能力很强，但这次操的盘也前所未有的大。老巴之前提到过高估了其品牌的价值，但让大家耐心等等。</p></li>\n</ul>\n<ul>\n <li><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>、大通和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>之间的医疗保险公司21年2月关闭了，运营了3年。本来是预期搞成美国特色的社保。老巴说了一堆医保很难搞的话，说白了医保这种半市场化的行业即使三巨头联手搞了也很难解决，还是要靠国家。</p></li>\n</ul>","source":"lsy1620111371510","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>隐藏在巴菲特股东大会的重要信息</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{ 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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隐藏在巴菲特股东大会的重要信息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 14:58 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzI4MDE0Nzg3Mw==&mid=2247484192&idx=1&sn=16417eb3242f095bc991233224129f64&chksm=ebbda1eedcca28f84684c9f76ccfce5dc5ad94d7daf008f2f9e45b5576ae2388ed3956376d86&token=1711971174&lang=zh_CN#rd><strong>爱思考的柚子</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨天看了巴菲特的股东大会，发觉几个有意思的地方。\n1、持仓：老巴持有2812亿的股票，不算其收购的公司等。\n\n苹果占到了惊人的43%，贡献了52%的累计盈利。要知道老巴是2018年清仓了$IBM(IBM)$才开始买入Apple的。我看了下苹果这3年的净利润，没涨还跌了，但架不住美联储放水。不过老巴一向对赚钱多的CEO不吝赞美，大夸厨子Cook的管理水平高。承认自己卖了部分苹果是sb行为，还被芒格吐...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI4MDE0Nzg3Mw==&mid=2247484192&idx=1&sn=16417eb3242f095bc991233224129f64&chksm=ebbda1eedcca28f84684c9f76ccfce5dc5ad94d7daf008f2f9e45b5576ae2388ed3956376d86&token=1711971174&lang=zh_CN#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI4MDE0Nzg3Mw==&mid=2247484192&idx=1&sn=16417eb3242f095bc991233224129f64&chksm=ebbda1eedcca28f84684c9f76ccfce5dc5ad94d7daf008f2f9e45b5576ae2388ed3956376d86&token=1711971174&lang=zh_CN#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142967777","content_text":"昨天看了巴菲特的股东大会，发觉几个有意思的地方。\n1、持仓：老巴持有2812亿的股票，不算其收购的公司等。\n\n苹果占到了惊人的43%，贡献了52%的累计盈利。要知道老巴是2018年清仓了$IBM(IBM)$才开始买入Apple的。我看了下苹果这3年的净利润，没涨还跌了，但架不住美联储放水。不过老巴一向对赚钱多的CEO不吝赞美，大夸厨子Cook的管理水平高。承认自己卖了部分苹果是sb行为，还被芒格吐槽老巴太爱调仓了。（想到其拿了比亚迪12年，我内心略汗）\n消费医疗通讯占到14%，，这类抗周期高壁垒，受益于整个经济明显的都是老巴喜欢的。Verizon威瑞森是今年买入的，估计因为拜登上台会大修基础设施？\n金融占到24%，老巴减少了银行的持仓，认为整体持仓10%就好，除掉周期的穆迪和运通现在还持有14%，估计21年还会减少。很明显老巴对未来整体金融风险预感越来越不好了。\n周期性的能源汽车行业只占4%，去年较多的航空股则全部清仓。比亚迪荣获涨幅第二名，达到24倍。考虑到比亚迪持仓12年，穆迪持仓了20年，比亚迪涨幅是最大的。但比亚迪的涨幅绝大部分是2020年涨的，叠加了新能源和大A股两个周期。\n\n2、30年前和30年后市值最高的公司\n\n1989年市值最高的公司13家是日本公司，行业主要是银行和石油。2019年则主要是科技、医药、消费和金融。经济发生巨变，推动了不同的企业命运。\n最高市值从1000亿美金变成了1万亿，最低的也从300亿变成2300亿，30年时间都涨了接近10倍。增长有三个动力：业绩增长、市盈率增长和通货膨胀？）\n市盈率：苹果30x，微软34x，市盈率不算太高。通胀：我查了下美国30年算下也就216%。因此市值的增长很大程度是因为业绩，苹果一年净利润500亿。全球化的30年，市场变大，企业变大，水大鱼大。\n另外，在1989年正好是日本股灾爆发，其后20年日经下跌了82%，日本进入失去的20年。（老巴是在预示啥？）\n\n\n3、老巴VS钢铁侠-马斯克，老巴不是第一回怼人了\n\n在1900年美国汽车行业爆发过，下图只是M开头的部分公司，最后美国只剩下三家（通用、福特和克莱斯勒），其他被收购或破产。新能源汽车和1900年很像，谁也不知道谁会是下一个福特。（映射Tesla？）\n1900年的底特律其实就是2000年的硅谷，汽车相关的人才都集中在一起，促使了行业的诞生。中国肯定是大湾区了、北京和上海了。快递行业：顺丰在深圳、通达系在上海。锂电池产业链：广东公司占到了25%。别的省只有某些板块有集中效应，如湖南的正负极材料，河北的膜。\n\n\n马斯克之前提过伯克希尔能源在德州的投入会用90亿的投资做发电是错误的，老巴说要解决德州停电问题，电池储能要能坚持四天，而不是四小时的问题（讽刺马斯克的锂电池）。老巴说他们有一个独一无二的提案，很期待。\n马斯克跟巴菲特先生打电话，让其为去火星殖民的任务去保险。老巴说要看他是否能给的出足够价钱。（讽刺马斯卡的风险大到付不起）\n\n4、其他重大项目\n\nPCC：2016年321亿收购的飞机和工业零件制造商，在20年8月减计了98亿美元，亏了30%。老巴说高估了正常盈利，换句话说就是估值高了。还说是正常概率失手，但这几年收购案子真心是不顺利。\n卡夫亨氏：投了138亿，市值还是低于这个数。3G的能力很强，但这次操的盘也前所未有的大。老巴之前提到过高估了其品牌的价值，但让大家耐心等等。\n\n\n伯克希尔、大通和亚马逊之间的医疗保险公司21年2月关闭了，运营了3年。本来是预期搞成美国特色的社保。老巴说了一堆医保很难搞的话，说白了医保这种半市场化的行业即使三巨头联手搞了也很难解决，还是要靠国家。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375540438,"gmtCreate":1619368078024,"gmtModify":1619368078024,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"u","listText":"u","text":"u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375540438","repostId":"1148749172","repostType":4,"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378865916,"gmtCreate":1619016311135,"gmtModify":1619016311135,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378865916","repostId":"1109558411","repostType":4,"repost":{"id":"1109558411","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619014570,"share":"https://www.laohu8.com/m/news/1109558411?lang=&edition=full","pubTime":"2021-04-21 22:16","market":"us","language":"zh","title":"【异动】激光雷达概念股拉升，维视图像涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1109558411","media":"老虎资讯综合","summary":"4月21日，激光雷达概念股拉升，维视图像涨超6%，Luminar涨超5%，Velodyne涨近2%。消息面上，苹果(AAPL.US)此前宣布新款iPad Pro摄像头搭载了LiDAR激光雷达传感器的特","content":"<p>4月21日，激光雷达概念股拉升，<a href=\"https://laohu8.com/S/MVIS\">维视图像</a>涨超6%，Luminar涨超5%，Velodyne涨近2%。</p><p>消息面上，苹果(AAPL.US)此前宣布新款iPad Pro摄像头搭载了LiDAR激光雷达传感器的特色功能。苹果表示，新款iPad Pro ISP和激光雷达扫描仪将在低光照条件下捕捉“令人难以置信的细节”。</p><p><img src=\"https://static.tigerbbs.com/2d142b938b00bc603cb81ac03b8e29a0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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【异动】激光雷达概念股拉升，维视图像涨超6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-21 22:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月21日，激光雷达概念股拉升，<a href=\"https://laohu8.com/S/MVIS\">维视图像</a>涨超6%，Luminar涨超5%，Velodyne涨近2%。</p><p>消息面上，苹果(AAPL.US)此前宣布新款iPad Pro摄像头搭载了LiDAR激光雷达传感器的特色功能。苹果表示，新款iPad Pro ISP和激光雷达扫描仪将在低光照条件下捕捉“令人难以置信的细节”。</p><p><img src=\"https://static.tigerbbs.com/2d142b938b00bc603cb81ac03b8e29a0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd3ac286c2233d10a592ba6c388667fb","relate_stocks":{"LAZR":"Luminar Technologies, Inc.","MVIS":"维视图像"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109558411","content_text":"4月21日，激光雷达概念股拉升，维视图像涨超6%，Luminar涨超5%，Velodyne涨近2%。消息面上，苹果(AAPL.US)此前宣布新款iPad Pro摄像头搭载了LiDAR激光雷达传感器的特色功能。苹果表示，新款iPad Pro ISP和激光雷达扫描仪将在低光照条件下捕捉“令人难以置信的细节”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371835633,"gmtCreate":1618926164022,"gmtModify":1618926164022,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"没有边界","listText":"没有边界","text":"没有边界","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371835633","repostId":"2128084849","repostType":4,"isVote":1,"tweetType":1,"viewCount":1728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347574691,"gmtCreate":1618506096413,"gmtModify":1618506096413,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"[开心] [财迷] ","listText":"[开心] [财迷] ","text":"[开心] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/347574691","repostId":"2127025528","repostType":4,"repost":{"id":"2127025528","kind":"news","pubTimestamp":1618496221,"share":"https://www.laohu8.com/m/news/2127025528?lang=&edition=full","pubTime":"2021-04-15 22:17","market":"us","language":"zh","title":"造车新势力集体走低，理想汽车盘中跌超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2127025528","media":"极客网","summary":"蔚来、小鹏、理想，时至今日相互之间的差距已经开始拉大。","content":"<p>周四，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>盘中一路下行，截至发稿跌超7%。同时，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超6%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌近5%。</p><p><img src=\"https://static.tigerbbs.com/1c2c0d46be917d293a6e746adf637804\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>最早的三家造车新势力，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想，时至今日相互之间的差距已经开始拉大。</p><p>到目前为止，三家车企最新的2021年1、2、3月份销量数据已经出炉。</p><p>2021年1月份，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车销售7225辆，同比增加352.1%；<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>销售6015辆，同比增长854.8%；<a href=\"https://laohu8.com/S/LI\">理想汽车</a>销售5379辆，同比提升355.8%。</p><p>2021年2月份，蔚来共交付新车5,578辆，同比增长689%；小鹏汽车交付量为2,223辆，同比增长1280%；理想汽车，交付量2300辆，同比增长755%。</p><p>2021年3月份，蔚来累计交付7257辆新车，同比增长373.4%；小鹏汽车累计交付5102辆新车，同比增长384%；理想汽车交付了4900辆新车，同比增长238.6%。</p><p>以上是三家车企，在各自同比维度上的表现，应该说都不错，同比增幅都出现较大幅度拉升，但是在环比维度开始出现分化。</p><p>同样是在一月份的销量中，蔚来汽车环比增长3.1%；小鹏汽车环比增长5.5%；而理想汽车环比下跌12.2%。</p><p>二月份，蔚来汽车环比下滑23%；小鹏汽车环比下滑63%；理想汽车环比下滑57%。二月份三家车企都出现环比大幅下跌。</p><p>三月份，蔚来汽车环比增长30.1%；小鹏汽车环比增长130%；理想汽车环比增长113%。</p><p>那么综合整个一季度三家车企的销量情况，蔚来汽车一季度环比增长15.6%；小鹏汽车一季度环比增长3%；理想汽车一季度环比下跌13%。</p><p>也就是说在整个一季度的销售情况中，只有理想一家出现环比下跌，当然二月份出现的集体环比下跌更多原因是由于一月份是春节期间购车需求较大，造车销量高峰，二月份出现回落现象也比较正常。</p><p>那么这里面为什么要强调一定要把重点放在环比指标上呢？</p><p>这是由于同比指标会出现失真的现象，因为去年一季度正处于疫情最严重的时期，各行各业所有生产生活秩序都受到非常大的影响。在经历一年的有效防控，以及疫苗的稳步接种，疫情影响基本上已经消除，所以同比指标在很大程度上并不能完全反映各家车企的销售水平，同比大增或许更多是源于上一年同期消费者购车需求推迟后的集中体现。所以只有通过环比指标来确定各家车企的真实增长情况。</p><p>另外，理想汽车在同行业对比中还存在一项短板，即车型布局单薄，目前理想旗下仅有一款理想ONE在售，如此就会局限消费者的选择空间，虽然其表示今年或将增发第二款车型，但相比来看从产品铺设的节奏上确实略处于下风，何况其要想实现5年后年销160万辆的目标，丰富产品线必须是迫在眉睫的一件事，这个压力来源于自身，更迫于越来越多的新入局者。</p>","source":"jkw","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>造车新势力集体走低，理想汽车盘中跌超7%</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; 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}\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造车新势力集体走低，理想汽车盘中跌超7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 22:17 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104141652247c0a2af4&s=b><strong>极客网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，理想汽车盘中一路下行，截至发稿跌超7%。同时，小鹏汽车跌超6%，蔚来跌近5%。最早的三家造车新势力，蔚来、小鹏、理想，时至今日相互之间的差距已经开始拉大。到目前为止，三家车企最新的2021年1、2、3月份销量数据已经出炉。2021年1月份，蔚来汽车销售7225辆，同比增加352.1%；小鹏汽车销售6015辆，同比增长854.8%；理想汽车销售5379辆，同比提升355.8%。2021年2月份...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104141652247c0a2af4&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/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","02015":"理想汽车-W","XPEV":"小鹏汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104141652247c0a2af4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127025528","content_text":"周四，理想汽车盘中一路下行，截至发稿跌超7%。同时，小鹏汽车跌超6%，蔚来跌近5%。最早的三家造车新势力，蔚来、小鹏、理想，时至今日相互之间的差距已经开始拉大。到目前为止，三家车企最新的2021年1、2、3月份销量数据已经出炉。2021年1月份，蔚来汽车销售7225辆，同比增加352.1%；小鹏汽车销售6015辆，同比增长854.8%；理想汽车销售5379辆，同比提升355.8%。2021年2月份，蔚来共交付新车5,578辆，同比增长689%；小鹏汽车交付量为2,223辆，同比增长1280%；理想汽车，交付量2300辆，同比增长755%。2021年3月份，蔚来累计交付7257辆新车，同比增长373.4%；小鹏汽车累计交付5102辆新车，同比增长384%；理想汽车交付了4900辆新车，同比增长238.6%。以上是三家车企，在各自同比维度上的表现，应该说都不错，同比增幅都出现较大幅度拉升，但是在环比维度开始出现分化。同样是在一月份的销量中，蔚来汽车环比增长3.1%；小鹏汽车环比增长5.5%；而理想汽车环比下跌12.2%。二月份，蔚来汽车环比下滑23%；小鹏汽车环比下滑63%；理想汽车环比下滑57%。二月份三家车企都出现环比大幅下跌。三月份，蔚来汽车环比增长30.1%；小鹏汽车环比增长130%；理想汽车环比增长113%。那么综合整个一季度三家车企的销量情况，蔚来汽车一季度环比增长15.6%；小鹏汽车一季度环比增长3%；理想汽车一季度环比下跌13%。也就是说在整个一季度的销售情况中，只有理想一家出现环比下跌，当然二月份出现的集体环比下跌更多原因是由于一月份是春节期间购车需求较大，造车销量高峰，二月份出现回落现象也比较正常。那么这里面为什么要强调一定要把重点放在环比指标上呢？这是由于同比指标会出现失真的现象，因为去年一季度正处于疫情最严重的时期，各行各业所有生产生活秩序都受到非常大的影响。在经历一年的有效防控，以及疫苗的稳步接种，疫情影响基本上已经消除，所以同比指标在很大程度上并不能完全反映各家车企的销售水平，同比大增或许更多是源于上一年同期消费者购车需求推迟后的集中体现。所以只有通过环比指标来确定各家车企的真实增长情况。另外，理想汽车在同行业对比中还存在一项短板，即车型布局单薄，目前理想旗下仅有一款理想ONE在售，如此就会局限消费者的选择空间，虽然其表示今年或将增发第二款车型，但相比来看从产品铺设的节奏上确实略处于下风，何况其要想实现5年后年销160万辆的目标，丰富产品线必须是迫在眉睫的一件事，这个压力来源于自身，更迫于越来越多的新入局者。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345288304,"gmtCreate":1618318509308,"gmtModify":1618318509308,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345288304","repostId":"1198229341","repostType":4,"repost":{"id":"1198229341","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618314318,"share":"https://www.laohu8.com/m/news/1198229341?lang=&edition=full","pubTime":"2021-04-13 19:45","market":"us","language":"zh","title":"蔚来盘前直线拉升，福特允许客户使用蔚来的充电网络","url":"https://stock-news.laohu8.com/highlight/detail?id=1198229341","media":"老虎资讯综合","summary":"市场消息：福特汽车表示将允许其电动汽车客户在中国使用蔚来汽车的充电网络。蔚来汽车盘前转涨，现涨超1.3%。","content":"<p>市场消息：<a href=\"https://laohu8.com/S/F\">福特汽车</a>表示将允许其电动汽车客户在中国使用<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车的充电网络。</p><p>蔚来汽车盘前转涨，现涨超1.3%。</p><p><img src=\"https://static.tigerbbs.com/31b1d919f52db83ffe2c15fbfda7ab6a\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来盘前直线拉升，福特允许客户使用蔚来的充电网络</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{ 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}\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蔚来盘前直线拉升，福特允许客户使用蔚来的充电网络\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-13 19:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息：<a href=\"https://laohu8.com/S/F\">福特汽车</a>表示将允许其电动汽车客户在中国使用<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车的充电网络。</p><p>蔚来汽车盘前转涨，现涨超1.3%。</p><p><img src=\"https://static.tigerbbs.com/31b1d919f52db83ffe2c15fbfda7ab6a\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198229341","content_text":"市场消息：福特汽车表示将允许其电动汽车客户在中国使用蔚来汽车的充电网络。蔚来汽车盘前转涨，现涨超1.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342983357,"gmtCreate":1618151458579,"gmtModify":1618151458579,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/342983357","repostId":"2126006034","repostType":4,"repost":{"id":"2126006034","kind":"highlight","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1618049504,"share":"https://www.laohu8.com/m/news/2126006034?lang=&edition=full","pubTime":"2021-04-10 18:11","market":"us","language":"zh","title":"“木头姐”心仪的三只股，谁最值得投资者“打Call”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2126006034","media":"美股研究社","summary":"下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。","content":"<p>即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。</p><p>然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。</p><p><b>Sea Limite（SE.US）</b></p><p>Sea Limited 在Wood的<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。</p><p>当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。</p><p>Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。</p><p>然而，我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。</p><p>我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。</p><p><b>Square（SQ.US）</b></p><p>Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>持有的最大股票，也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。</p><p>与Sea Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。</p><p>与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。</p><p>今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。</p><p>从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。</p><p><b>Teladoc Health（TDOC.US）</b></p><p>在<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>持股最多的公司中，Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓，在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。</p><p>机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>宣布计划于今年夏天进军远程医疗市场。</p><p>对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。</p><p>我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。</p><p>2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。</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>“木头姐”心仪的三只股，谁最值得投资者“打Call”？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“木头姐”心仪的三只股，谁最值得投资者“打Call”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-04-10 18:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。</p><p>然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。</p><p><b>Sea Limite（SE.US）</b></p><p>Sea Limited 在Wood的<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。</p><p>当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。</p><p>Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。</p><p>然而，我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。</p><p>我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。</p><p><b>Square（SQ.US）</b></p><p>Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>持有的最大股票，也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。</p><p>与Sea Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。</p><p>与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。</p><p>今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。</p><p>从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。</p><p><b>Teladoc Health（TDOC.US）</b></p><p>在<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>持股最多的公司中，Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓，在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。</p><p>机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>宣布计划于今年夏天进军远程医疗市场。</p><p>对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。</p><p>我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。</p><p>2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://gimg2.baidu.com/image_search/src=http%3A%2F%2Finews.gtimg.com%2Fnewsapp_bt%2F0%2F13178222039%2F641&refer=http%3A%2F%2Finews.gtimg.com&app=2002&size=f9999,10000&q=a80&n=0&g=0n&fmt=jpeg?sec=1619929481&t=d215d79061ca1426fcf3fc9ef6561e9f","relate_stocks":{"SE":"Sea Ltd","TDOC":"Teladoc Health Inc.","SQ":"Block","ARKK":"ARK Innovation ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126006034","content_text":"即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。Sea Limite（SE.US）Sea Limited 在Wood的ARK Fintech Innovation ETF中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。然而，我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。Square（SQ.US）Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是ARK Fintech Innovation ETF持有的最大股票，也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。与Sea Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。Teladoc Health（TDOC.US）在ARK Innovation ETF持股最多的公司中，Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓，在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，亚马逊宣布计划于今年夏天进军远程医疗市场。对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":347574691,"gmtCreate":1618506096413,"gmtModify":1618506096413,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"[开心] [财迷] ","listText":"[开心] [财迷] ","text":"[开心] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/347574691","repostId":"2127025528","repostType":4,"repost":{"id":"2127025528","kind":"news","pubTimestamp":1618496221,"share":"https://www.laohu8.com/m/news/2127025528?lang=&edition=full","pubTime":"2021-04-15 22:17","market":"us","language":"zh","title":"造车新势力集体走低，理想汽车盘中跌超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2127025528","media":"极客网","summary":"蔚来、小鹏、理想，时至今日相互之间的差距已经开始拉大。","content":"<p>周四，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>盘中一路下行，截至发稿跌超7%。同时，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超6%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌近5%。</p><p><img src=\"https://static.tigerbbs.com/1c2c0d46be917d293a6e746adf637804\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>最早的三家造车新势力，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想，时至今日相互之间的差距已经开始拉大。</p><p>到目前为止，三家车企最新的2021年1、2、3月份销量数据已经出炉。</p><p>2021年1月份，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车销售7225辆，同比增加352.1%；<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>销售6015辆，同比增长854.8%；<a href=\"https://laohu8.com/S/LI\">理想汽车</a>销售5379辆，同比提升355.8%。</p><p>2021年2月份，蔚来共交付新车5,578辆，同比增长689%；小鹏汽车交付量为2,223辆，同比增长1280%；理想汽车，交付量2300辆，同比增长755%。</p><p>2021年3月份，蔚来累计交付7257辆新车，同比增长373.4%；小鹏汽车累计交付5102辆新车，同比增长384%；理想汽车交付了4900辆新车，同比增长238.6%。</p><p>以上是三家车企，在各自同比维度上的表现，应该说都不错，同比增幅都出现较大幅度拉升，但是在环比维度开始出现分化。</p><p>同样是在一月份的销量中，蔚来汽车环比增长3.1%；小鹏汽车环比增长5.5%；而理想汽车环比下跌12.2%。</p><p>二月份，蔚来汽车环比下滑23%；小鹏汽车环比下滑63%；理想汽车环比下滑57%。二月份三家车企都出现环比大幅下跌。</p><p>三月份，蔚来汽车环比增长30.1%；小鹏汽车环比增长130%；理想汽车环比增长113%。</p><p>那么综合整个一季度三家车企的销量情况，蔚来汽车一季度环比增长15.6%；小鹏汽车一季度环比增长3%；理想汽车一季度环比下跌13%。</p><p>也就是说在整个一季度的销售情况中，只有理想一家出现环比下跌，当然二月份出现的集体环比下跌更多原因是由于一月份是春节期间购车需求较大，造车销量高峰，二月份出现回落现象也比较正常。</p><p>那么这里面为什么要强调一定要把重点放在环比指标上呢？</p><p>这是由于同比指标会出现失真的现象，因为去年一季度正处于疫情最严重的时期，各行各业所有生产生活秩序都受到非常大的影响。在经历一年的有效防控，以及疫苗的稳步接种，疫情影响基本上已经消除，所以同比指标在很大程度上并不能完全反映各家车企的销售水平，同比大增或许更多是源于上一年同期消费者购车需求推迟后的集中体现。所以只有通过环比指标来确定各家车企的真实增长情况。</p><p>另外，理想汽车在同行业对比中还存在一项短板，即车型布局单薄，目前理想旗下仅有一款理想ONE在售，如此就会局限消费者的选择空间，虽然其表示今年或将增发第二款车型，但相比来看从产品铺设的节奏上确实略处于下风，何况其要想实现5年后年销160万辆的目标，丰富产品线必须是迫在眉睫的一件事，这个压力来源于自身，更迫于越来越多的新入局者。</p>","source":"jkw","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>造车新势力集体走低，理想汽车盘中跌超7%</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; 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}\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造车新势力集体走低，理想汽车盘中跌超7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 22:17 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104141652247c0a2af4&s=b><strong>极客网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，理想汽车盘中一路下行，截至发稿跌超7%。同时，小鹏汽车跌超6%，蔚来跌近5%。最早的三家造车新势力，蔚来、小鹏、理想，时至今日相互之间的差距已经开始拉大。到目前为止，三家车企最新的2021年1、2、3月份销量数据已经出炉。2021年1月份，蔚来汽车销售7225辆，同比增加352.1%；小鹏汽车销售6015辆，同比增长854.8%；理想汽车销售5379辆，同比提升355.8%。2021年2月份...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104141652247c0a2af4&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/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","02015":"理想汽车-W","XPEV":"小鹏汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104141652247c0a2af4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127025528","content_text":"周四，理想汽车盘中一路下行，截至发稿跌超7%。同时，小鹏汽车跌超6%，蔚来跌近5%。最早的三家造车新势力，蔚来、小鹏、理想，时至今日相互之间的差距已经开始拉大。到目前为止，三家车企最新的2021年1、2、3月份销量数据已经出炉。2021年1月份，蔚来汽车销售7225辆，同比增加352.1%；小鹏汽车销售6015辆，同比增长854.8%；理想汽车销售5379辆，同比提升355.8%。2021年2月份，蔚来共交付新车5,578辆，同比增长689%；小鹏汽车交付量为2,223辆，同比增长1280%；理想汽车，交付量2300辆，同比增长755%。2021年3月份，蔚来累计交付7257辆新车，同比增长373.4%；小鹏汽车累计交付5102辆新车，同比增长384%；理想汽车交付了4900辆新车，同比增长238.6%。以上是三家车企，在各自同比维度上的表现，应该说都不错，同比增幅都出现较大幅度拉升，但是在环比维度开始出现分化。同样是在一月份的销量中，蔚来汽车环比增长3.1%；小鹏汽车环比增长5.5%；而理想汽车环比下跌12.2%。二月份，蔚来汽车环比下滑23%；小鹏汽车环比下滑63%；理想汽车环比下滑57%。二月份三家车企都出现环比大幅下跌。三月份，蔚来汽车环比增长30.1%；小鹏汽车环比增长130%；理想汽车环比增长113%。那么综合整个一季度三家车企的销量情况，蔚来汽车一季度环比增长15.6%；小鹏汽车一季度环比增长3%；理想汽车一季度环比下跌13%。也就是说在整个一季度的销售情况中，只有理想一家出现环比下跌，当然二月份出现的集体环比下跌更多原因是由于一月份是春节期间购车需求较大，造车销量高峰，二月份出现回落现象也比较正常。那么这里面为什么要强调一定要把重点放在环比指标上呢？这是由于同比指标会出现失真的现象，因为去年一季度正处于疫情最严重的时期，各行各业所有生产生活秩序都受到非常大的影响。在经历一年的有效防控，以及疫苗的稳步接种，疫情影响基本上已经消除，所以同比指标在很大程度上并不能完全反映各家车企的销售水平，同比大增或许更多是源于上一年同期消费者购车需求推迟后的集中体现。所以只有通过环比指标来确定各家车企的真实增长情况。另外，理想汽车在同行业对比中还存在一项短板，即车型布局单薄，目前理想旗下仅有一款理想ONE在售，如此就会局限消费者的选择空间，虽然其表示今年或将增发第二款车型，但相比来看从产品铺设的节奏上确实略处于下风，何况其要想实现5年后年销160万辆的目标，丰富产品线必须是迫在眉睫的一件事，这个压力来源于自身，更迫于越来越多的新入局者。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342983357,"gmtCreate":1618151458579,"gmtModify":1618151458579,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/342983357","repostId":"2126006034","repostType":4,"repost":{"id":"2126006034","kind":"highlight","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1618049504,"share":"https://www.laohu8.com/m/news/2126006034?lang=&edition=full","pubTime":"2021-04-10 18:11","market":"us","language":"zh","title":"“木头姐”心仪的三只股，谁最值得投资者“打Call”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2126006034","media":"美股研究社","summary":"下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。","content":"<p>即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。</p><p>然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。</p><p><b>Sea Limite（SE.US）</b></p><p>Sea Limited 在Wood的<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。</p><p>当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。</p><p>Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。</p><p>然而，我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。</p><p>我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。</p><p><b>Square（SQ.US）</b></p><p>Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>持有的最大股票，也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。</p><p>与Sea Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。</p><p>与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。</p><p>今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。</p><p>从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。</p><p><b>Teladoc Health（TDOC.US）</b></p><p>在<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>持股最多的公司中，Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓，在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。</p><p>机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>宣布计划于今年夏天进军远程医疗市场。</p><p>对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。</p><p>我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。</p><p>2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。</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>“木头姐”心仪的三只股，谁最值得投资者“打Call”？</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“木头姐”心仪的三只股，谁最值得投资者“打Call”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-04-10 18:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。</p><p>然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。</p><p><b>Sea Limite（SE.US）</b></p><p>Sea Limited 在Wood的<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。</p><p>当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。</p><p>Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。</p><p>然而，我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。</p><p>我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。</p><p><b>Square（SQ.US）</b></p><p>Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>持有的最大股票，也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。</p><p>与Sea Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。</p><p>与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。</p><p>今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。</p><p>从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。</p><p><b>Teladoc Health（TDOC.US）</b></p><p>在<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>持股最多的公司中，Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓，在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。</p><p>机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>宣布计划于今年夏天进军远程医疗市场。</p><p>对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。</p><p>我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。</p><p>2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://gimg2.baidu.com/image_search/src=http%3A%2F%2Finews.gtimg.com%2Fnewsapp_bt%2F0%2F13178222039%2F641&refer=http%3A%2F%2Finews.gtimg.com&app=2002&size=f9999,10000&q=a80&n=0&g=0n&fmt=jpeg?sec=1619929481&t=d215d79061ca1426fcf3fc9ef6561e9f","relate_stocks":{"SE":"Sea Ltd","TDOC":"Teladoc Health Inc.","SQ":"Block","ARKK":"ARK Innovation ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126006034","content_text":"即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。Sea Limite（SE.US）Sea Limited 在Wood的ARK Fintech Innovation ETF中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。然而，我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。Square（SQ.US）Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是ARK Fintech Innovation ETF持有的最大股票，也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。与Sea Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。Teladoc Health（TDOC.US）在ARK Innovation ETF持股最多的公司中，Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓，在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，亚马逊宣布计划于今年夏天进军远程医疗市场。对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698020477,"gmtCreate":1640265772086,"gmtModify":1640265772086,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698020477","repostId":"1168619405","repostType":4,"repost":{"id":"1168619405","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1640263683,"share":"https://www.laohu8.com/m/news/1168619405?lang=&edition=full","pubTime":"2021-12-23 20:48","market":"us","language":"zh","title":"利润创纪录！华尔街今年赚“肿”了，却依然焦虑","url":"https://stock-news.laohu8.com/highlight/detail?id=1168619405","media":"华尔街见闻","summary":"对华尔街投行来说，重要的不是拥有什么，而是比别人拥有的更多。\n\n周三，据彭博社报道，高盛CEO所罗门在11月为退休合伙人举办的晚宴上提到，华尔街投行今年利润创纪录，高盛将是美国盈利最高的上市公司之一。","content":"<blockquote>\n 对华尔街投行来说，重要的不是拥有什么，而是比别人拥有的更多。\n</blockquote>\n<p>周三，据彭博社报道，<a href=\"https://laohu8.com/S/GS\">高盛</a>CEO所罗门在11月为退休合伙人举办的晚宴上提到，华尔街投行今年利润创纪录，高盛将是美国盈利最高的上市公司之一。</p>\n<p>但人们的反应并不热情，经验丰富的银行家Geoff Boisi形容称，<b>我不知道用“萎靡不振”形容是否准确，这是一种不舒服的感觉，人们感到局促不安。</b></p>\n<p>高盛正在准备为有史以来最赚钱的一年进行最后的“欢庆”，发放一些巨额奖金，但华尔街往常的互相祝贺和祝酒声已经消失。<b>华尔街投行不仅因为近两年的全球疫情而精疲力竭，也因为避免一个极度不平等的时代炫耀而安静下来。</b></p>\n<p>业内人士表示，任务无休止，麻烦在酝酿，真正的乐趣在别处。</p>\n<p><b>重要的不是拥有什么，而是比别人拥有的更多</b></p>\n<p>华尔街老兵们指出，不知何故，这一次感觉不太好。其中一个原因是：<b>精英交易员和交易撮合者赚来的财富正被加密货币狂热者、金融科技巨头和meme股票吹捧者的快速财富所超越。</b>而新冠疫情爆发、经济刺激和市场动荡的爆发，必然会给金融业带来更多机会。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在戈尔曼掌舵前五年，平均每年盈利约30亿美元，而在今年第一季度的盈利超过40亿美元，而高盛利润也在劳动节前后打破了年度最高记录。在2018年，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>才实现250亿美元的收入，目前有望达到450亿美元。就他们的工作而言，一些银行家，尤其是处理并购的银行家，今年的“并购狂潮”可能会使他们的奖金飙升。</p>\n<p><b>但重要的不是拥有什么，而是比其他人拥有的更多。</b></p>\n<p>元宇宙平台Meta和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>成立比<a href=\"https://laohu8.com/S/C\">花旗</a>银行晚，但其估值已超过了花旗。</p>\n<p>高频交易公司<a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Research创始人Mark Gorton表示，总有人比你做得更好。有些人可以通过加密货币赚很多钱，如果每个人都把自己和那些人相比，就会感到很难过。</p>\n<p><b>需要注意的是，这种嫉妒标志着一种转变。</b>在一年前，Sam Peurifoy（6月份离开高盛，进入加密货币交易服务公司）听到高盛的同事们将加密技术描述为“可爱、小众的稀罕东西”。而现今，尽管银行家们在这一年中获得了意外之财，但空气中弥漫着一种他们已经“错过了”的感觉。</p>\n<p><b>疫情期间“发横财”，不安且工作量巨大</b></p>\n<p>此外，还有一些其他的因素助长华尔街的焦虑情绪。</p>\n<p>纽伯格伯曼CEO George Walker指出，<b>随着市场的复苏繁荣，银行家们面临着“巨大的工作量”。</b>当客户关注环境、社会和治理等多方面问题时，工作需要投入额外的精力，再加上新冠疫情的压力，工作没有任何快乐可言。</p>\n<p>曾为<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、纳斯达克工作的私人股本投资者Bill Harts说，一些银行家出于礼貌而保持沉默。</p>\n<p>Harts指出，<b>由于疫情，人们不想让自己赚钱听起来像“看看我在几十万人死亡的时候赚了多少钱”。</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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利润创纪录！华尔街今年赚“肿”了，却依然焦虑\n</h2>\n\n<h4 class=\"meta\">\n\n2021-12-23 20:48 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对华尔街投行来说，重要的不是拥有什么，而是比别人拥有的更多。\n\n周三，据彭博社报道，高盛CEO所罗门在11月为退休合伙人举办的晚宴上提到，华尔街投行今年利润创纪录，高盛将是美国盈利最高的上市公司之一。\n但人们的反应并不热情，经验丰富的银行家Geoff Boisi形容称，我不知道用“萎靡不振”形容是否准确，这是一种不舒服的感觉，人们感到局促不安。\n高盛正在准备为有史以来最赚钱的一年进行最后的“欢庆”...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{"BK4552":"Archegos爆仓风波概念","BK4551":"寇图资本持仓","BK4207":"综合性银行","MS":"摩根士丹利","BK4099":"汽车制造商","JPM":"摩根大通","BK4548":"巴美列捷福持仓","C":"花旗","BAC":"美国银行","BK4553":"喜马拉雅资本持仓","BK4127":"投资银行业与经纪业","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4566":"资本集团","BK4504":"桥水持仓","TSLA":"特斯拉","BK4559":"巴菲特持仓","BK4527":"明星科技股","GS":"高盛","BK4550":"红杉资本持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168619405","content_text":"对华尔街投行来说，重要的不是拥有什么，而是比别人拥有的更多。\n\n周三，据彭博社报道，高盛CEO所罗门在11月为退休合伙人举办的晚宴上提到，华尔街投行今年利润创纪录，高盛将是美国盈利最高的上市公司之一。\n但人们的反应并不热情，经验丰富的银行家Geoff Boisi形容称，我不知道用“萎靡不振”形容是否准确，这是一种不舒服的感觉，人们感到局促不安。\n高盛正在准备为有史以来最赚钱的一年进行最后的“欢庆”，发放一些巨额奖金，但华尔街往常的互相祝贺和祝酒声已经消失。华尔街投行不仅因为近两年的全球疫情而精疲力竭，也因为避免一个极度不平等的时代炫耀而安静下来。\n业内人士表示，任务无休止，麻烦在酝酿，真正的乐趣在别处。\n重要的不是拥有什么，而是比别人拥有的更多\n华尔街老兵们指出，不知何故，这一次感觉不太好。其中一个原因是：精英交易员和交易撮合者赚来的财富正被加密货币狂热者、金融科技巨头和meme股票吹捧者的快速财富所超越。而新冠疫情爆发、经济刺激和市场动荡的爆发，必然会给金融业带来更多机会。\n摩根士丹利在戈尔曼掌舵前五年，平均每年盈利约30亿美元，而在今年第一季度的盈利超过40亿美元，而高盛利润也在劳动节前后打破了年度最高记录。在2018年，摩根大通才实现250亿美元的收入，目前有望达到450亿美元。就他们的工作而言，一些银行家，尤其是处理并购的银行家，今年的“并购狂潮”可能会使他们的奖金飙升。\n但重要的不是拥有什么，而是比其他人拥有的更多。\n元宇宙平台Meta和特斯拉成立比花旗银行晚，但其估值已超过了花旗。\n高频交易公司Tower Research创始人Mark Gorton表示，总有人比你做得更好。有些人可以通过加密货币赚很多钱，如果每个人都把自己和那些人相比，就会感到很难过。\n需要注意的是，这种嫉妒标志着一种转变。在一年前，Sam Peurifoy（6月份离开高盛，进入加密货币交易服务公司）听到高盛的同事们将加密技术描述为“可爱、小众的稀罕东西”。而现今，尽管银行家们在这一年中获得了意外之财，但空气中弥漫着一种他们已经“错过了”的感觉。\n疫情期间“发横财”，不安且工作量巨大\n此外，还有一些其他的因素助长华尔街的焦虑情绪。\n纽伯格伯曼CEO George Walker指出，随着市场的复苏繁荣，银行家们面临着“巨大的工作量”。当客户关注环境、社会和治理等多方面问题时，工作需要投入额外的精力，再加上新冠疫情的压力，工作没有任何快乐可言。\n曾为美国银行、纳斯达克工作的私人股本投资者Bill Harts说，一些银行家出于礼貌而保持沉默。\nHarts指出，由于疫情，人们不想让自己赚钱听起来像“看看我在几十万人死亡的时候赚了多少钱”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693759167,"gmtCreate":1640086015113,"gmtModify":1640086015113,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693759167","repostId":"2192358181","repostType":2,"repost":{"id":"2192358181","kind":"highlight","pubTimestamp":1640055937,"share":"https://www.laohu8.com/m/news/2192358181?lang=&edition=full","pubTime":"2021-12-21 11:05","market":"us","language":"en","title":"3 Growth Stocks That Could Skyrocket 50% or More in 2022, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2192358181","media":"Motley Fool","summary":"There are good reasons for Wall Street analysts to be bullish about these stocks.","content":"<p>Want to have a really happy new year? Invest now in stocks that are likely to really take off in 2022. Granted, that's easier said than done. There's no way to know for sure which stocks will perform well in the future.</p>\n<p>However, you can get some ideas from the analysts getting paid big bucks to research companies from top to bottom. Here are three growth stocks that will skyrocket 50% or more in 2022, according to Wall Street.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F657145%2F2022-businessman-with-charts.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"423\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>1. Sea Limited</h2>\n<p>The consensus 12-month price target for <b>Sea Limited</b> (NYSE:SE) reflects an upside potential of 89%. Sea wasn't too far away from achieving that target in October. However, the stock has plunged more than 40% from its high -- in part due to the company badly missing Q3 earnings expectations but mainly because of the overall sell-off of growth stocks.</p>\n<p>Sea's past success has been primarily driven by its <i>Free Fire</i> mobile game. Although <i>Free Fire</i> was launched four years ago, it's still the highest-grossing mobile game in India, Latin America,and Southeast Asia, according to App Annie. It has also been the highest-grossing mobile battle royale game in the U.S. for three consecutive quarters. Sea expects even more growth as it rolls out new features.</p>\n<p>But don't think of Sea Limited as just a video game stock. The company's Shopee e-commerce platform dominates in the Southeast Asia and Taiwan markets. It's also made significant headway in Latin America.</p>\n<p>Sea also has SeaMoney. It's a top digital payments and financial services provider in Southeast Asia. In the third quarter of 2021, SeaMoney's total payment volume more than doubled year over year.</p>\n<p>Gaming, e-commerce, and digital payments are all strong growth markets. There aren't many companies that have the potential to win in all three, but Sea Limited could.</p>\n<h2>2. Teladoc Health</h2>\n<p><b>Teladoc Health</b>'s (NYSE:TDOC) shares are down more than 50% year to date. But Wall Street thinks this virtual care leader could rebound in a major way in 2022. The consensus price target for Teladoc reflects an upside potential of nearly 66%.</p>\n<p>Why has Teladoc fallen so much? One main factor is that some investors thought that the end of COVID-19 lockdowns would lead to slowing growth. While Teladoc did experience some slowing, its business continues to perform very well.</p>\n<p>The company's near-term prospects look quite good. Teladoc's contract with HCSC, the fifth-biggest health insurer in the U.S., goes into effect in January 2022. Primary360, Teladoc's virtual primary care service, also continues to gain momentum.</p>\n<p>Teladoc's long-term prospects should be even better. We're still only in the early innings of the adoption of virtual care. Sure, there are other companies competing against Teladoc. However, the company has a wider moat than you might think as the largest player in the industry.</p>\n<h2>3. <a href=\"https://laohu8.com/S/PYPL\">PayPal</a></h2>\n<p><b>PayPal Holdings</b> (NASDAQ:PYPL) has fallen more in recent months than it has since the fintech stock first traded publicly as a stand-alone entity in 2015. Analysts think this decline will be only temporary, though. The consensus price target for PayPal is 50% higher than its current share price.</p>\n<p>Wall Street's optimism could be well-founded. PayPal ranks as the most accepted digital wallet in the world. More than 75% of the top 1,500 biggest merchants allow customers to pay with PayPal. As e-commerce grows, so will PayPal.</p>\n<p>New features should enable PayPal to gain even more momentum. The app's cryptocurrency wallet has been a big hit. PayPal plans to launch high-yield savings to the app in early 2022.</p>\n<p>PayPal's Venmo mobile payment app should also enjoy a significant boost next year. <b>Amazon.com</b> will allow customers to make purchases with their Venmo accounts beginning in 2022.</p>","source":"fool_stock","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 Growth Stocks That Could Skyrocket 50% or More in 2022, According to Wall Street</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 Growth Stocks That Could Skyrocket 50% or More in 2022, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 11:05 GMT+8 <a href=https://www.fool.com/investing/2021/12/20/growth-stocks-skyrocket-2022-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Want to have a really happy new year? Invest now in stocks that are likely to really take off in 2022. Granted, that's easier said than done. There's no way to know for sure which stocks will perform ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/20/growth-stocks-skyrocket-2022-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","SE":"Sea Ltd","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","BK4566":"资本集团","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4524":"宅经济概念","BK4503":"景林资产持仓","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","PYPL":"PayPal","BK4167":"医疗保健技术","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2021/12/20/growth-stocks-skyrocket-2022-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192358181","content_text":"Want to have a really happy new year? Invest now in stocks that are likely to really take off in 2022. Granted, that's easier said than done. There's no way to know for sure which stocks will perform well in the future.\nHowever, you can get some ideas from the analysts getting paid big bucks to research companies from top to bottom. Here are three growth stocks that will skyrocket 50% or more in 2022, according to Wall Street.\nImage source: Getty Images.\n1. Sea Limited\nThe consensus 12-month price target for Sea Limited (NYSE:SE) reflects an upside potential of 89%. Sea wasn't too far away from achieving that target in October. However, the stock has plunged more than 40% from its high -- in part due to the company badly missing Q3 earnings expectations but mainly because of the overall sell-off of growth stocks.\nSea's past success has been primarily driven by its Free Fire mobile game. Although Free Fire was launched four years ago, it's still the highest-grossing mobile game in India, Latin America,and Southeast Asia, according to App Annie. It has also been the highest-grossing mobile battle royale game in the U.S. for three consecutive quarters. Sea expects even more growth as it rolls out new features.\nBut don't think of Sea Limited as just a video game stock. The company's Shopee e-commerce platform dominates in the Southeast Asia and Taiwan markets. It's also made significant headway in Latin America.\nSea also has SeaMoney. It's a top digital payments and financial services provider in Southeast Asia. In the third quarter of 2021, SeaMoney's total payment volume more than doubled year over year.\nGaming, e-commerce, and digital payments are all strong growth markets. There aren't many companies that have the potential to win in all three, but Sea Limited could.\n2. Teladoc Health\nTeladoc Health's (NYSE:TDOC) shares are down more than 50% year to date. But Wall Street thinks this virtual care leader could rebound in a major way in 2022. The consensus price target for Teladoc reflects an upside potential of nearly 66%.\nWhy has Teladoc fallen so much? One main factor is that some investors thought that the end of COVID-19 lockdowns would lead to slowing growth. While Teladoc did experience some slowing, its business continues to perform very well.\nThe company's near-term prospects look quite good. Teladoc's contract with HCSC, the fifth-biggest health insurer in the U.S., goes into effect in January 2022. Primary360, Teladoc's virtual primary care service, also continues to gain momentum.\nTeladoc's long-term prospects should be even better. We're still only in the early innings of the adoption of virtual care. Sure, there are other companies competing against Teladoc. However, the company has a wider moat than you might think as the largest player in the industry.\n3. PayPal\nPayPal Holdings (NASDAQ:PYPL) has fallen more in recent months than it has since the fintech stock first traded publicly as a stand-alone entity in 2015. Analysts think this decline will be only temporary, though. The consensus price target for PayPal is 50% higher than its current share price.\nWall Street's optimism could be well-founded. PayPal ranks as the most accepted digital wallet in the world. More than 75% of the top 1,500 biggest merchants allow customers to pay with PayPal. As e-commerce grows, so will PayPal.\nNew features should enable PayPal to gain even more momentum. The app's cryptocurrency wallet has been a big hit. PayPal plans to launch high-yield savings to the app in early 2022.\nPayPal's Venmo mobile payment app should also enjoy a significant boost next year. Amazon.com will allow customers to make purchases with their Venmo accounts beginning in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106417498,"gmtCreate":1620139115214,"gmtModify":1620139115214,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"可口可乐","listText":"可口可乐","text":"可口可乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/106417498","repostId":"1142967777","repostType":4,"repost":{"id":"1142967777","kind":"news","pubTimestamp":1620111486,"share":"https://www.laohu8.com/m/news/1142967777?lang=&edition=full","pubTime":"2021-05-04 14:58","market":"us","language":"zh","title":"隐藏在巴菲特股东大会的重要信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1142967777","media":"爱思考的柚子","summary":"昨天看了巴菲特的股东大会，发觉几个有意思的地方。\n1、持仓：老巴持有2812亿的股票，不算其收购的公司等。\n\n苹果占到了惊人的43%，贡献了52%的累计盈利。要知道老巴是2018年清仓了$IBM(IB","content":"<p>昨天看了巴菲特的股东大会，发觉几个有意思的地方。</p>\n<p>1、<b>持仓：老巴持有2812亿的股票，不算其收购的公司等。</b></p>\n<ul>\n <li><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>占到了惊人的43%，贡献了52%的累计盈利。要知道老巴是2018年清仓了$IBM(<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$才开始买入Apple的。我看了下<a href=\"https://laohu8.com/S/AAPL\">苹果</a>这3年的净利润，没涨还跌了，但架不住美联储放水。不过老巴一向对赚钱多的CEO不吝赞美，大夸厨子Cook的管理水平高。承认自己卖了部分苹果是sb行为，还被芒格吐槽老巴太爱调仓了。（想到其拿了<a href=\"https://laohu8.com/S/002594\">比亚迪</a>12年，我内心略汗）</p><p><img src=\"https://static.tigerbbs.com/1474b59395d0aed03ecb8cedecd98d3d\" tg-width=\"1080\" tg-height=\"348\" referrerpolicy=\"no-referrer\"></p></li>\n <li><p>消费医疗通讯占到14%，，这类抗周期高壁垒，受益于整个经济明显的都是老巴喜欢的。Verizon<a href=\"https://laohu8.com/S/VZ\">威瑞森</a>是今年买入的，<b>估计因为拜登上台会大修基础设施？</b></p></li>\n <li><p>金融占到24%，老巴减少了银行的持仓，认为整体持仓10%就好，除掉周期的<a href=\"https://laohu8.com/S/MCO\">穆迪</a>和运通现在还持有14%，估计21年还会减少。<b>很明显老巴对未来整体金融风险预感越来越不好了。</b></p></li>\n <li><p>周期性的能源汽车行业只占4%，去年较多的航空股则全部清仓。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>荣获涨幅第二名，达到24倍。考虑到比亚迪持仓12年，<a href=\"https://laohu8.com/S/MCO\">穆迪</a>持仓了20年，比亚迪涨幅是最大的。但<b>比亚迪的涨幅绝大部分是2020年涨的，叠加了新能源和大A股两个周期。</b></p><p><img src=\"https://static.tigerbbs.com/abcebba8f64c9a1f111875da28894826\" tg-width=\"1080\" tg-height=\"356\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/29100837e8dc2a10a4ae58fca83d32c3\" tg-width=\"1080\" tg-height=\"1094\" referrerpolicy=\"no-referrer\"></p></li>\n</ul>\n<p><b>2、30年前和30年后市值最高的公司</b></p>\n<ul>\n <li><p>1989年市值最高的公司13家是日本公司，行业主要是银行和石油。2019年则主要是科技、医药、消费和金融。经济发生巨变，推动了不同的企业命运。</p></li>\n <li><p>最高市值从1000亿美金变成了1万亿，最低的也从300亿变成2300亿，30年时间都涨了接近10倍。增长有三个动力：业绩增长、市盈率增长和通货膨胀？）</p></li>\n <li><p>市盈率：苹果30x，<a href=\"https://laohu8.com/S/MSFT\">微软</a>34x，市盈率不算太高。通胀：我查了下美国30年算下也就216%。因此市值的增长很大程度是因为业绩，苹果一年净利润500亿。全球化的30年，市场变大，企业变大，水大鱼大。</p></li>\n <li><p>另外，在1989年正好是日本股灾爆发，其后20年日经下跌了82%，日本进入失去的20年。（老巴是在预示啥？）</p></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/b68f3fd4a3fc55a81e860009c02397ef\" tg-width=\"298\" tg-height=\"256\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2f8bc4c3893072345c6a533b1c939baf\" tg-width=\"1080\" tg-height=\"1113\" referrerpolicy=\"no-referrer\"></p>\n<p>3、<b>老巴VS钢铁侠-马斯克，老巴不是第一回怼人了</b></p>\n<ul>\n <li><p>在1900年<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业爆发过，下图只是M开头的部分公司，最后美国只剩下三家（通用、福特和克莱斯勒），其他被收购或破产。新能源汽车和1900年很像，谁也不知道谁会是下一个福特。（映射Tesla？）</p></li>\n <li><p>1900年的底特律其实就是2000年的硅谷，汽车相关的人才都集中在一起，促使了行业的诞生。中国肯定是大湾区了、北京和上海了。快递行业：顺丰在深圳、通达系在上海。锂电池产业链：广东公司占到了25%。别的省只有某些板块有集中效应，如湖南的正负极材料，河北的膜。</p><p><img src=\"https://static.tigerbbs.com/035bfb5b5f72f5bfb3dff4f1ab2664c1\" tg-width=\"619\" tg-height=\"350\" referrerpolicy=\"no-referrer\"></p></li>\n</ul>\n<ul>\n <li><p>马斯克之前提过<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>能源在德州的投入会用90亿的投资做发电是错误的，老巴说要解决德州停电问题，电池储能要能坚持四天，而不是四小时的问题（讽刺马斯克的锂电池）。老巴说他们有一个独一无二的提案，很期待。</p></li>\n <li><p>马斯克跟巴菲特先生打电话，让其为去火星殖民的任务去保险。老巴说要看他是否能给的出足够价钱。（讽刺马斯卡的风险大到付不起）</p></li>\n</ul>\n<p>4、<b>其他重大项目</b></p>\n<ul>\n <li><p>PCC：2016年321亿收购的飞机和工业零件制造商，在20年8月减计了98亿美元，亏了30%。老巴说高估了正常盈利，换句话说就是估值高了。还说是正常概率失手，但这几年收购案子真心是不顺利。</p></li>\n <li><p><a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>：投了138亿，市值还是低于这个数。3G的能力很强，但这次操的盘也前所未有的大。老巴之前提到过高估了其品牌的价值，但让大家耐心等等。</p></li>\n</ul>\n<ul>\n <li><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>、大通和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>之间的医疗保险公司21年2月关闭了，运营了3年。本来是预期搞成美国特色的社保。老巴说了一堆医保很难搞的话，说白了医保这种半市场化的行业即使三巨头联手搞了也很难解决，还是要靠国家。</p></li>\n</ul>","source":"lsy1620111371510","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>隐藏在巴菲特股东大会的重要信息</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{ 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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隐藏在巴菲特股东大会的重要信息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 14:58 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzI4MDE0Nzg3Mw==&mid=2247484192&idx=1&sn=16417eb3242f095bc991233224129f64&chksm=ebbda1eedcca28f84684c9f76ccfce5dc5ad94d7daf008f2f9e45b5576ae2388ed3956376d86&token=1711971174&lang=zh_CN#rd><strong>爱思考的柚子</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨天看了巴菲特的股东大会，发觉几个有意思的地方。\n1、持仓：老巴持有2812亿的股票，不算其收购的公司等。\n\n苹果占到了惊人的43%，贡献了52%的累计盈利。要知道老巴是2018年清仓了$IBM(IBM)$才开始买入Apple的。我看了下苹果这3年的净利润，没涨还跌了，但架不住美联储放水。不过老巴一向对赚钱多的CEO不吝赞美，大夸厨子Cook的管理水平高。承认自己卖了部分苹果是sb行为，还被芒格吐...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI4MDE0Nzg3Mw==&mid=2247484192&idx=1&sn=16417eb3242f095bc991233224129f64&chksm=ebbda1eedcca28f84684c9f76ccfce5dc5ad94d7daf008f2f9e45b5576ae2388ed3956376d86&token=1711971174&lang=zh_CN#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI4MDE0Nzg3Mw==&mid=2247484192&idx=1&sn=16417eb3242f095bc991233224129f64&chksm=ebbda1eedcca28f84684c9f76ccfce5dc5ad94d7daf008f2f9e45b5576ae2388ed3956376d86&token=1711971174&lang=zh_CN#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142967777","content_text":"昨天看了巴菲特的股东大会，发觉几个有意思的地方。\n1、持仓：老巴持有2812亿的股票，不算其收购的公司等。\n\n苹果占到了惊人的43%，贡献了52%的累计盈利。要知道老巴是2018年清仓了$IBM(IBM)$才开始买入Apple的。我看了下苹果这3年的净利润，没涨还跌了，但架不住美联储放水。不过老巴一向对赚钱多的CEO不吝赞美，大夸厨子Cook的管理水平高。承认自己卖了部分苹果是sb行为，还被芒格吐槽老巴太爱调仓了。（想到其拿了比亚迪12年，我内心略汗）\n消费医疗通讯占到14%，，这类抗周期高壁垒，受益于整个经济明显的都是老巴喜欢的。Verizon威瑞森是今年买入的，估计因为拜登上台会大修基础设施？\n金融占到24%，老巴减少了银行的持仓，认为整体持仓10%就好，除掉周期的穆迪和运通现在还持有14%，估计21年还会减少。很明显老巴对未来整体金融风险预感越来越不好了。\n周期性的能源汽车行业只占4%，去年较多的航空股则全部清仓。比亚迪荣获涨幅第二名，达到24倍。考虑到比亚迪持仓12年，穆迪持仓了20年，比亚迪涨幅是最大的。但比亚迪的涨幅绝大部分是2020年涨的，叠加了新能源和大A股两个周期。\n\n2、30年前和30年后市值最高的公司\n\n1989年市值最高的公司13家是日本公司，行业主要是银行和石油。2019年则主要是科技、医药、消费和金融。经济发生巨变，推动了不同的企业命运。\n最高市值从1000亿美金变成了1万亿，最低的也从300亿变成2300亿，30年时间都涨了接近10倍。增长有三个动力：业绩增长、市盈率增长和通货膨胀？）\n市盈率：苹果30x，微软34x，市盈率不算太高。通胀：我查了下美国30年算下也就216%。因此市值的增长很大程度是因为业绩，苹果一年净利润500亿。全球化的30年，市场变大，企业变大，水大鱼大。\n另外，在1989年正好是日本股灾爆发，其后20年日经下跌了82%，日本进入失去的20年。（老巴是在预示啥？）\n\n\n3、老巴VS钢铁侠-马斯克，老巴不是第一回怼人了\n\n在1900年美国汽车行业爆发过，下图只是M开头的部分公司，最后美国只剩下三家（通用、福特和克莱斯勒），其他被收购或破产。新能源汽车和1900年很像，谁也不知道谁会是下一个福特。（映射Tesla？）\n1900年的底特律其实就是2000年的硅谷，汽车相关的人才都集中在一起，促使了行业的诞生。中国肯定是大湾区了、北京和上海了。快递行业：顺丰在深圳、通达系在上海。锂电池产业链：广东公司占到了25%。别的省只有某些板块有集中效应，如湖南的正负极材料，河北的膜。\n\n\n马斯克之前提过伯克希尔能源在德州的投入会用90亿的投资做发电是错误的，老巴说要解决德州停电问题，电池储能要能坚持四天，而不是四小时的问题（讽刺马斯克的锂电池）。老巴说他们有一个独一无二的提案，很期待。\n马斯克跟巴菲特先生打电话，让其为去火星殖民的任务去保险。老巴说要看他是否能给的出足够价钱。（讽刺马斯卡的风险大到付不起）\n\n4、其他重大项目\n\nPCC：2016年321亿收购的飞机和工业零件制造商，在20年8月减计了98亿美元，亏了30%。老巴说高估了正常盈利，换句话说就是估值高了。还说是正常概率失手，但这几年收购案子真心是不顺利。\n卡夫亨氏：投了138亿，市值还是低于这个数。3G的能力很强，但这次操的盘也前所未有的大。老巴之前提到过高估了其品牌的价值，但让大家耐心等等。\n\n\n伯克希尔、大通和亚马逊之间的医疗保险公司21年2月关闭了，运营了3年。本来是预期搞成美国特色的社保。老巴说了一堆医保很难搞的话，说白了医保这种半市场化的行业即使三巨头联手搞了也很难解决，还是要靠国家。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345288304,"gmtCreate":1618318509308,"gmtModify":1618318509308,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345288304","repostId":"1198229341","repostType":4,"repost":{"id":"1198229341","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618314318,"share":"https://www.laohu8.com/m/news/1198229341?lang=&edition=full","pubTime":"2021-04-13 19:45","market":"us","language":"zh","title":"蔚来盘前直线拉升，福特允许客户使用蔚来的充电网络","url":"https://stock-news.laohu8.com/highlight/detail?id=1198229341","media":"老虎资讯综合","summary":"市场消息：福特汽车表示将允许其电动汽车客户在中国使用蔚来汽车的充电网络。蔚来汽车盘前转涨，现涨超1.3%。","content":"<p>市场消息：<a href=\"https://laohu8.com/S/F\">福特汽车</a>表示将允许其电动汽车客户在中国使用<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车的充电网络。</p><p>蔚来汽车盘前转涨，现涨超1.3%。</p><p><img src=\"https://static.tigerbbs.com/31b1d919f52db83ffe2c15fbfda7ab6a\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来盘前直线拉升，福特允许客户使用蔚来的充电网络</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来盘前直线拉升，福特允许客户使用蔚来的充电网络\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-13 19:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息：<a href=\"https://laohu8.com/S/F\">福特汽车</a>表示将允许其电动汽车客户在中国使用<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车的充电网络。</p><p>蔚来汽车盘前转涨，现涨超1.3%。</p><p><img src=\"https://static.tigerbbs.com/31b1d919f52db83ffe2c15fbfda7ab6a\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198229341","content_text":"市场消息：福特汽车表示将允许其电动汽车客户在中国使用蔚来汽车的充电网络。蔚来汽车盘前转涨，现涨超1.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375540438,"gmtCreate":1619368078024,"gmtModify":1619368078024,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"u","listText":"u","text":"u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375540438","repostId":"1148749172","repostType":4,"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378865916,"gmtCreate":1619016311135,"gmtModify":1619016311135,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378865916","repostId":"1109558411","repostType":4,"repost":{"id":"1109558411","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619014570,"share":"https://www.laohu8.com/m/news/1109558411?lang=&edition=full","pubTime":"2021-04-21 22:16","market":"us","language":"zh","title":"【异动】激光雷达概念股拉升，维视图像涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1109558411","media":"老虎资讯综合","summary":"4月21日，激光雷达概念股拉升，维视图像涨超6%，Luminar涨超5%，Velodyne涨近2%。消息面上，苹果(AAPL.US)此前宣布新款iPad Pro摄像头搭载了LiDAR激光雷达传感器的特","content":"<p>4月21日，激光雷达概念股拉升，<a href=\"https://laohu8.com/S/MVIS\">维视图像</a>涨超6%，Luminar涨超5%，Velodyne涨近2%。</p><p>消息面上，苹果(AAPL.US)此前宣布新款iPad Pro摄像头搭载了LiDAR激光雷达传感器的特色功能。苹果表示，新款iPad Pro ISP和激光雷达扫描仪将在低光照条件下捕捉“令人难以置信的细节”。</p><p><img src=\"https://static.tigerbbs.com/2d142b938b00bc603cb81ac03b8e29a0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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【异动】激光雷达概念股拉升，维视图像涨超6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-21 22:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月21日，激光雷达概念股拉升，<a href=\"https://laohu8.com/S/MVIS\">维视图像</a>涨超6%，Luminar涨超5%，Velodyne涨近2%。</p><p>消息面上，苹果(AAPL.US)此前宣布新款iPad Pro摄像头搭载了LiDAR激光雷达传感器的特色功能。苹果表示，新款iPad Pro ISP和激光雷达扫描仪将在低光照条件下捕捉“令人难以置信的细节”。</p><p><img src=\"https://static.tigerbbs.com/2d142b938b00bc603cb81ac03b8e29a0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd3ac286c2233d10a592ba6c388667fb","relate_stocks":{"LAZR":"Luminar Technologies, Inc.","MVIS":"维视图像"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109558411","content_text":"4月21日，激光雷达概念股拉升，维视图像涨超6%，Luminar涨超5%，Velodyne涨近2%。消息面上，苹果(AAPL.US)此前宣布新款iPad Pro摄像头搭载了LiDAR激光雷达传感器的特色功能。苹果表示，新款iPad Pro ISP和激光雷达扫描仪将在低光照条件下捕捉“令人难以置信的细节”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371835633,"gmtCreate":1618926164022,"gmtModify":1618926164022,"author":{"id":"3558607821638655","authorId":"3558607821638655","name":"275316b9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558607821638655","authorIdStr":"3558607821638655"},"themes":[],"htmlText":"没有边界","listText":"没有边界","text":"没有边界","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371835633","repostId":"2128084849","repostType":4,"isVote":1,"tweetType":1,"viewCount":1728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
