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0勋章

06-25

$英伟达(NVDA)$ 后天股东大会了，让股东们看瀑布吗？坚定看多英伟达，越跌越买，2016年以前他不会有对手！

10-15

订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了

阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引

10-15

$特斯拉(TSLA)$ 空头再不跑，短裤都要赔掉

2023-05-09

$特斯拉(TSLA)$ 特斯拉还能回400美金吗，需要多久？

2022-02-04

$特斯拉(TSLA)$还是有大量做空特斯拉的人，他们牺牲自己为别人制造上车机会，令人倾佩

2021-10-29

苹果既是消费股又是科技股，以科技股的高成长性来看它这个数据非常漂亮，以消费股来看也不错，预期给的目标太高了，期待今晚开盘下跌，当买年化十几个点的理财了

苹果财年收官季营收四年来首逊预期！盘后一度跌逾5%

2023-07-20

$特斯拉(TSLA)$ 每次不及预期都会下跌，到后面又都会涨回来，那么这般**所谓的预期有什么价值？

2023-07-05

$特斯拉(TSLA)$ 特斯拉不存在芯片限制，而比亚迪存在[开心] [开心] [开心]

06-12

$特斯拉(TSLA)$ 重新迎接辉煌！钢铁侠马斯克

2023-09-19

如果这种分析有用的话，那么这些分析师应该比巴菲特还有钱才对

和大摩唱反调！高盛预计特斯拉价格战打不停，下调盈利预期，后者跌超3%

2021-10-29

价值投资者都是木叶村的火影，期待第四季度芯片供应缓解后的苹果汽车风口

Apple sales miss expectations, supply issues cost company $6 billion

2021-02-23

这个大空头前段时间做空特斯拉亏得很惨，哈哈哈哈

《大空头》原型连发警告：恶性通胀已酝酿十年

11-14

英国流氓名不虚传

英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼

06-24

$英伟达(NVDA)$

06-13

$特斯拉(TSLA)$ 曾经让世界顶尖的做空机构交出了自己的底裤，今晚看钢铁侠的表演了

2023-09-15

$特斯拉(TSLA)$ 每次卖出后都大涨[呆住]

2023-07-10

$阿里巴巴-SW(09988)$ 身子太虚，还需时日

2021-04-29

赚不赚钱和要不要命哪个更重要，有好的财运无论用什么办法炒股都会赚钱，不值得过于纠结

美国传奇投资人跳楼自杀，坚持价值投资数十载

2021-03-08

写的挺好，准备抄底了

抱歉，原内容已删除

2021-02-21

此时投资高通，台积电算👌时机吗

抱歉，原内容已删除

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justify;\">Which?还声称苹果对iCloud订阅用户收取了过高的费用，并指出长期“锁定”这项服务可能会在价格、质量和选择方面付出巨大代价。由于苹果在手机和平板电脑市场占据主导地位，这种行为也为任何希望进入市场的新云服务提供商设置了障碍，阻碍了良性竞争。Which?声称，由此导致的竞争缺乏已导致消费者每年都要支付过高的费用。</p><p style=\"text-align: justify;\">该消费者组织要求向所有自2015年10月1日起使用iCloud服务的受影响Apple用户赔偿损失。这一行动之所以追溯到那个日期，是因为2015年《消费者权利法案》于那时生效，其中包括引入选择退出集体行动制度。集体诉讼是指代表受到共同事件或一系列事件影响的一群人提起的法律诉讼。Which?解释说，集体诉讼制度使其能够代表大量受到反竞争行为损害的人士。</p><p style=\"text-align: justify;\">Which?正在敦促苹果“通过向消费者退款并开放iOS以让用户真正选择云服务的方式解决这一索赔，而无需提起诉讼”。该消费者组织表示，下一步将获得竞争上诉法庭的许可，以代表身份行事，然后以集体方式进行诉讼。</p><p style=\"text-align: justify;\">苹果发言人表示：“苹果致力于为我们的客户提供更多选择。我们的用户不需要使用iCloud，许多用户都依赖各种第三方替代方案来存储数据。”“此外，我们努力使数据传输尽可能简单——无论是传输到iCloud还是其他服务。我们拒绝任何关于我们的iCloud做法违反竞争的说法，并将坚决抵制任何违反法律的索赔。”</p><p style=\"text-align: justify;\">值得一提的是，这并不是针对苹果提出的唯一一起与竞争规则有关的诉讼。据报道，去年美国的一项集体诉讼声称该科技公司通过垄断其设备用户的云存储向客户收取过高的费用。</p><p style=\"text-align: justify;\">与此同时，欧盟委员会6月份在初步调查结果中表示，苹果应用商店规则违反了《数字市场法案》(DMA)，“因为它们阻止应用程序开发商自由地引导消费者通过其他渠道获取优惠和内容”。</p><p style=\"text-align: justify;\">今年9月，欧盟委员会启动程序，“协助”苹果公司遵守其规定。上周，报道称，苹果公司将因对App Store的反垄断担忧而面临DMA规则下的第一笔罚款。</p></body></html>","source":"stock_zhitongcaijing","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>英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼</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英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 16:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1210887.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国消费者组织Which?对苹果公司提起了价值30亿英镑的法律诉讼，指控其违反竞争法，通过低价锁定消费者于iCloud服务中。这场诉讼涉及过去九年内使用iCloud服务的约4000万英国苹果用户，若诉讼成功，他们可能获得赔偿。苹果公司则否认了这些指控，并表示用户有多种存储数据的选择，且数据转移简单。这起诉讼是大型科技公司在某些领域主导地位受到越来越严格审查的一个例证，也反映了全球范围内对苹果公司...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1210887.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.zhitongcaijing.com/content/detail/1210887.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188799949","content_text":"英国消费者组织Which?对苹果公司提起了价值30亿英镑的法律诉讼，指控其违反竞争法，通过低价锁定消费者于iCloud服务中。这场诉讼涉及过去九年内使用iCloud服务的约4000万英国苹果用户，若诉讼成功，他们可能获得赔偿。苹果公司则否认了这些指控，并表示用户有多种存储数据的选择，且数据转移简单。这起诉讼是大型科技公司在某些领域主导地位受到越来越严格审查的一个例证，也反映了全球范围内对苹果公司竞争规则相关诉讼的增加。Which?已向英国竞争上诉法庭提起诉讼，指控苹果公司为其iCloud存储服务提供优惠待遇并“诱骗”苹果设备客户使用iCloud，从而违反了英国竞争法。该消费者组织指出，苹果鼓励其iOS用户注册iCloud存储，但同时使得使用其他云存储提供商变得困难。一旦iOS用户的数据超过免费的5GB限制，他们就必须为iCloud服务付费。Which?估计，个人消费者平均可能需要支付70英镑，具体取决于他们在这段时间内支付iCloud服务的时间长短。Which?首席执行官安娜贝尔·霍尔特表示：“通过提出这一诉讼，Which?向苹果这样的大公司表明，它们不能欺骗英国消费者，否则将承担相应的后果。”她强调，这一法律行动旨在帮助消费者获得应得的赔偿，阻止将来发生类似行为，并创造一个更好、更具竞争力的市场。Which?还声称苹果对iCloud订阅用户收取了过高的费用，并指出长期“锁定”这项服务可能会在价格、质量和选择方面付出巨大代价。由于苹果在手机和平板电脑市场占据主导地位，这种行为也为任何希望进入市场的新云服务提供商设置了障碍，阻碍了良性竞争。Which?声称，由此导致的竞争缺乏已导致消费者每年都要支付过高的费用。该消费者组织要求向所有自2015年10月1日起使用iCloud服务的受影响Apple用户赔偿损失。这一行动之所以追溯到那个日期，是因为2015年《消费者权利法案》于那时生效，其中包括引入选择退出集体行动制度。集体诉讼是指代表受到共同事件或一系列事件影响的一群人提起的法律诉讼。Which?解释说，集体诉讼制度使其能够代表大量受到反竞争行为损害的人士。Which?正在敦促苹果“通过向消费者退款并开放iOS以让用户真正选择云服务的方式解决这一索赔，而无需提起诉讼”。该消费者组织表示，下一步将获得竞争上诉法庭的许可，以代表身份行事，然后以集体方式进行诉讼。苹果发言人表示：“苹果致力于为我们的客户提供更多选择。我们的用户不需要使用iCloud，许多用户都依赖各种第三方替代方案来存储数据。”“此外，我们努力使数据传输尽可能简单——无论是传输到iCloud还是其他服务。我们拒绝任何关于我们的iCloud做法违反竞争的说法，并将坚决抵制任何违反法律的索赔。”值得一提的是，这并不是针对苹果提出的唯一一起与竞争规则有关的诉讼。据报道，去年美国的一项集体诉讼声称该科技公司通过垄断其设备用户的云存储向客户收取过高的费用。与此同时，欧盟委员会6月份在初步调查结果中表示，苹果应用商店规则违反了《数字市场法案》(DMA)，“因为它们阻止应用程序开发商自由地引导消费者通过其他渠道获取优惠和内容”。今年9月，欧盟委员会启动程序，“协助”苹果公司遵守其规定。上周，报道称，苹果公司将因对App Store的反垄断担忧而面临DMA规则下的第一笔罚款。","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363571463811176,"gmtCreate":1729787944762,"gmtModify":1729787945624,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558788711643304","idStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363571463811176","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360402630504488,"gmtCreate":1729007362098,"gmtModify":1729007364056,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558788711643304","idStr":"3558788711643304"},"themes":[],"htmlText":"订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了","listText":"订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了","text":"订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/360402630504488","repostId":"1114844025","repostType":2,"repost":{"id":"1114844025","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":1729003272,"share":"https://www.laohu8.com/m/news/1114844025?lang=&edition=full","pubTime":"2024-10-15 22:41","market":"us","language":"zh","title":"阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1114844025","media":"老虎资讯综合","summary":"三季度订单26.3亿欧元，市场预期53.9亿欧元。","content":"<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引</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阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引\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\">2024-10-15 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114844025","content_text":"阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。第三季度毛利率为50.8%，市场预期为50.7%。阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。阿斯麦总裁兼首席执行官Christophe 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对特斯拉(TSLA)表态看多看空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236285961445688","isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221344210239576,"gmtCreate":1695081336788,"gmtModify":1695081338408,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558788711643304","idStr":"3558788711643304"},"themes":[],"htmlText":"如果这种分析有用的话，那么这些分析师应该比巴菲特还有钱才对","listText":"如果这种分析有用的话，那么这些分析师应该比巴菲特还有钱才对","text":"如果这种分析有用的话，那么这些分析师应该比巴菲特还有钱才对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221344210239576","repostId":"2368438849","repostType":2,"repost":{"id":"2368438849","pubTimestamp":1695068171,"share":"https://www.laohu8.com/m/news/2368438849?lang=&edition=full","pubTime":"2023-09-19 04:16","market":"hk","language":"zh","title":"和大摩唱反调！高盛预计特斯拉价格战打不停，下调盈利预期，后者跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2368438849","media":"曹泽熙","summary":"此前$高盛$下调了该公司的盈利预期。此外，上个月，特斯拉已将其Model S Plaid在中国的价格下调了19%。Delaney认为，即使降价，特斯拉第三季度的销量仍将低于他之前的预期。整体来看，Delaney预计今年全年特斯拉的交付量预期达到184.2万辆。报告发布之日，特斯拉一度狂涨超10%。特斯拉目前拥有六家超级工厂，并正在为第七家工厂寻找选址。","content":"<html><head></head><body><p>9月18日周一，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>低开低走，收跌3.32%，报265.28美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/960e21115327060b3d0302e7636a0db6\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前<a href=\"https://laohu8.com/S/GS\">高盛</a>下调了该公司的盈利预期。高盛的分析师Mark Delaney在周一发布的一份报告中写道：</p><blockquote><p>我们认为，特斯拉可能会在2024年进一步下调价格，以支持更高的销量，我们认为这将削弱成本降低带来的每股收益增长。</p><p>由此，我们下调了特斯拉2023年和2024年每股收益的预期。</p></blockquote><p>高盛预测，特斯拉降价将会对其利润产生不利影响：</p><blockquote><p>特斯拉在9月1日大幅降低了S和X两类车的定价15-19%，并于8月中旬降低了Model Y在中国的定价。与此同时，特斯拉则提高了Model 3的更新版本Highland的定价，该版本现已在欧洲和中国销售。</p></blockquote><p>值得注意的是，特斯拉的新款Model 3 Highland版本并未出现在美国市场和英国等特定欧洲地区，这款车是否在美国上市，似乎取决于是否能够获得税收优惠。最初，特斯拉的Model 3后驱和长续航版本仅获得了3750美元的抵税额。</p><p>此外，上个月，特斯拉已将其Model S Plaid在中国的价格下调了19%。</p><p>Delaney认为，即使降价，特斯拉第三季度的销量仍将低于他之前的预期。在关键市场，特斯拉7月和8月的区域销售数据高于第二季度前两个月的数据，但他将第三季度特斯拉销量预测下调至46万辆。受到Highland推出的提振，并且考虑到大幅降价后S和X两款车销量的增加，他预计第四季度特斯拉销量将反弹至49.4万辆。整体来看，Delaney预计今年全年特斯拉的交付量预期达到184.2万辆。</p><p><strong>考虑到预期的ASP（平均售价）下降以及价格下降对汽车毛利率的影响，Delaney将2023年和2024年特斯拉的每股收益预期从之前的3.00美元/4.25美元分别下调至2.90美元/4.15美元。</strong></p><p>Delaney表示：</p><blockquote><p>我们对特斯拉的评级为中性，我们对特斯拉在行业中的领导地位和长期增长潜力的积极看法被中期利润所遇到的不利因素所抵消。</p></blockquote><p>Delaney继续维持275美元的目标价，略高于华尔街给出的270.8美元的平均目标价。</p><p>和高盛的谨慎形成鲜明对比的是，上周<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的Adam Jonas将特斯拉的目标价大幅上调了60%，他说，通过更快地采用<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车和网络服务，特斯拉的Dojo超级计算机可以使该公司市值增加多达5000亿美元（目前特斯拉市值约为8000亿美元）。报告发布之日，特斯拉一度狂涨超10%。</p><p>此外，周一早上，特斯拉还宣布正在与沙特阿拉伯就建立制造工厂进行“早期谈判”。沙特阿拉伯主权财富基金是特斯拉竞争对手Lucid的主要投资者。高盛补充说，沙特正在吸引特斯拉“有权购买该公司电动汽车所需的一定数量的金属和矿物”。特斯拉目前拥有六家超级工厂，并正在为第七家工厂寻找选址。</p><p>不过，该交易仍处于初期阶段，并不能保证它会取得成果。</p></body></html>","source":"awtmt_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>和大摩唱反调！高盛预计特斯拉价格战打不停，下调盈利预期，后者跌超3%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n和大摩唱反调！高盛预计特斯拉价格战打不停，下调盈利预期，后者跌超3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-19 04:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3698127?extract=1><strong>曹泽熙</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月18日周一，特斯拉低开低走，收跌3.32%，报265.28美元。此前高盛下调了该公司的盈利预期。高盛的分析师Mark Delaney在周一发布的一份报告中写道：我们认为，特斯拉可能会在2024年进一步下调价格，以支持更高的销量，我们认为这将削弱成本降低带来的每股收益增长。由此，我们下调了特斯拉2023年和2024年每股收益的预期。高盛预测，特斯拉降价将会对其利润产生不利影响：特斯拉在9月1日...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3698127?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d923f52f4c43c08c9600d11359b480a","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4592":"伊斯兰概念","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4527":"明星科技股","LU2063271972.USD":"富兰克林创新领域基金","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4504":"桥水持仓","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLA":"特斯拉","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3698127?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2368438849","content_text":"9月18日周一，特斯拉低开低走，收跌3.32%，报265.28美元。此前高盛下调了该公司的盈利预期。高盛的分析师Mark Delaney在周一发布的一份报告中写道：我们认为，特斯拉可能会在2024年进一步下调价格，以支持更高的销量，我们认为这将削弱成本降低带来的每股收益增长。由此，我们下调了特斯拉2023年和2024年每股收益的预期。高盛预测，特斯拉降价将会对其利润产生不利影响：特斯拉在9月1日大幅降低了S和X两类车的定价15-19%，并于8月中旬降低了Model Y在中国的定价。与此同时，特斯拉则提高了Model 3的更新版本Highland的定价，该版本现已在欧洲和中国销售。值得注意的是，特斯拉的新款Model 3 Highland版本并未出现在美国市场和英国等特定欧洲地区，这款车是否在美国上市，似乎取决于是否能够获得税收优惠。最初，特斯拉的Model 3后驱和长续航版本仅获得了3750美元的抵税额。此外，上个月，特斯拉已将其Model S Plaid在中国的价格下调了19%。Delaney认为，即使降价，特斯拉第三季度的销量仍将低于他之前的预期。在关键市场，特斯拉7月和8月的区域销售数据高于第二季度前两个月的数据，但他将第三季度特斯拉销量预测下调至46万辆。受到Highland推出的提振，并且考虑到大幅降价后S和X两款车销量的增加，他预计第四季度特斯拉销量将反弹至49.4万辆。整体来看，Delaney预计今年全年特斯拉的交付量预期达到184.2万辆。考虑到预期的ASP（平均售价）下降以及价格下降对汽车毛利率的影响，Delaney将2023年和2024年特斯拉的每股收益预期从之前的3.00美元/4.25美元分别下调至2.90美元/4.15美元。Delaney表示：我们对特斯拉的评级为中性，我们对特斯拉在行业中的领导地位和长期增长潜力的积极看法被中期利润所遇到的不利因素所抵消。Delaney继续维持275美元的目标价，略高于华尔街给出的270.8美元的平均目标价。和高盛的谨慎形成鲜明对比的是，上周摩根士丹利的Adam Jonas将特斯拉的目标价大幅上调了60%，他说，通过更快地采用机器人出租车和网络服务，特斯拉的Dojo超级计算机可以使该公司市值增加多达5000亿美元（目前特斯拉市值约为8000亿美元）。报告发布之日，特斯拉一度狂涨超10%。此外，周一早上，特斯拉还宣布正在与沙特阿拉伯就建立制造工厂进行“早期谈判”。沙特阿拉伯主权财富基金是特斯拉竞争对手Lucid的主要投资者。高盛补充说，沙特正在吸引特斯拉“有权购买该公司电动汽车所需的一定数量的金属和矿物”。特斯拉目前拥有六家超级工厂，并正在为第七家工厂寻找选址。不过，该交易仍处于初期阶段，并不能保证它会取得成果。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220261031198848,"gmtCreate":1694795965471,"gmtModify":1694796181577,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558788711643304","idStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>空头死哪里去了，快砸呀，我还没上车呐","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>空头死哪里去了，快砸呀，我还没上车呐","text":"$苹果(AAPL)$ 空头死哪里去了，快砸呀，我还没上车呐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220261031198848","isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":320479271772320,"gmtCreate":1719274647953,"gmtModify":1719282275114,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>后天股东大会了，让股东们看瀑布吗？坚定看多英伟达，越跌越买，2016年以前他不会有对手！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>后天股东大会了，让股东们看瀑布吗？坚定看多英伟达，越跌越买，2016年以前他不会有对手！","text":"$英伟达(NVDA)$ 后天股东大会了，让股东们看瀑布吗？坚定看多英伟达，越跌越买，2016年以前他不会有对手！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/320479271772320","isVote":1,"tweetType":1,"viewCount":2438,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"336530701593042","authorId":"336530701593042","name":"Tippi","avatar":"https://static.tigerbbs.com/6f2e188b4743a9450182496e507bad2a","crmLevel":5,"crmLevelSwitch":0,"idStr":"336530701593042","authorIdStr":"336530701593042"},"content":"2026吧兄弟","text":"2026吧兄弟","html":"2026吧兄弟"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360402630504488,"gmtCreate":1729007362098,"gmtModify":1729007364056,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了","listText":"订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了","text":"订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/360402630504488","repostId":"1114844025","repostType":2,"repost":{"id":"1114844025","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":1729003272,"share":"https://www.laohu8.com/m/news/1114844025?lang=&edition=full","pubTime":"2024-10-15 22:41","market":"us","language":"zh","title":"阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1114844025","media":"老虎资讯综合","summary":"三季度订单26.3亿欧元，市场预期53.9亿欧元。","content":"<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引</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阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引\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\">2024-10-15 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114844025","content_text":"阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。第三季度毛利率为50.8%，市场预期为50.7%。阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。截至发稿，阿斯麦大跌超13%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575809456871938","authorId":"3575809456871938","name":"芭芭拉拉小小","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575809456871938","authorIdStr":"3575809456871938"},"content":"订单是未来销售额，销售额是现在的，也就是说未来他能拿到的订单会比较少，基本上被大陆的企业吃掉，而且属于永远都拿不回来的那种","text":"订单是未来销售额，销售额是现在的，也就是说未来他能拿到的订单会比较少，基本上被大陆的企业吃掉，而且属于永远都拿不回来的那种","html":"订单是未来销售额，销售额是现在的，也就是说未来他能拿到的订单会比较少，基本上被大陆的企业吃掉，而且属于永远都拿不回来的那种"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360016681513200,"gmtCreate":1728926376827,"gmtModify":1728926378480,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>空头再不跑，短裤都要赔掉","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>空头再不跑，短裤都要赔掉","text":"$特斯拉(TSLA)$ 空头再不跑，短裤都要赔掉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360016681513200","isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4173611917622572","authorId":"4173611917622572","name":"星宇星睿","avatar":"https://static.tigerbbs.com/410fd1bf79b0a3eefdbf2e5e7afb6db9","crmLevel":8,"crmLevelSwitch":0,"idStr":"4173611917622572","authorIdStr":"4173611917622572"},"content":"你想多了，还是会往下的","text":"你想多了，还是会往下的","html":"你想多了，还是会往下的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656616211,"gmtCreate":1683645490734,"gmtModify":1683645491872,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>特斯拉还能回400美金吗，需要多久？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>特斯拉还能回400美金吗，需要多久？","text":"$特斯拉(TSLA)$ 特斯拉还能回400美金吗，需要多久？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/656616211","isVote":1,"tweetType":1,"viewCount":6748,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089192897492490","authorId":"4089192897492490","name":"资本投资营","avatar":"https://static.tigerbbs.com/4728314479e5fcfbadd7a00d8c61c7c7","crmLevel":2,"crmLevelSwitch":0,"idStr":"4089192897492490","authorIdStr":"4089192897492490"},"content":"不会，未来看200也是顶","text":"不会，未来看200也是顶","html":"不会，未来看200也是顶"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633615918,"gmtCreate":1643989047784,"gmtModify":1643989047784,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>还是有大量做空特斯拉的人，他们牺牲自己为别人制造上车机会，令人倾佩","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>还是有大量做空特斯拉的人，他们牺牲自己为别人制造上车机会，令人倾佩","text":"$特斯拉(TSLA)$还是有大量做空特斯拉的人，他们牺牲自己为别人制造上车机会，令人倾佩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/633615918","isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854566043,"gmtCreate":1635468668725,"gmtModify":1635468668725,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"苹果既是消费股又是科技股，以科技股的高成长性来看它这个数据非常漂亮，以消费股来看也不错，预期给的目标太高了，期待今晚开盘下跌，当买年化十几个点的理财了","listText":"苹果既是消费股又是科技股，以科技股的高成长性来看它这个数据非常漂亮，以消费股来看也不错，预期给的目标太高了，期待今晚开盘下跌，当买年化十几个点的理财了","text":"苹果既是消费股又是科技股，以科技股的高成长性来看它这个数据非常漂亮，以消费股来看也不错，预期给的目标太高了，期待今晚开盘下跌，当买年化十几个点的理财了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/854566043","repostId":"1114613788","repostType":2,"repost":{"id":"1114613788","pubTimestamp":1635462093,"share":"https://www.laohu8.com/m/news/1114613788?lang=&edition=full","pubTime":"2021-10-29 07:01","market":"sh","language":"zh","title":"苹果财年收官季营收四年来首逊预期！盘后一度跌逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114613788","media":"华尔街见闻","summary":"7-9月的季度营收仍创同期新高，iPhone销售额连续两季激增近50%但逊于预期，Mac和服务再新高，大中华区销售同比再激增56%，连续七季没有指引。库克称9-12月季度营收或创同期最高，iPad收入","content":"<blockquote>\n 7-9月的季度营收仍创同期新高，iPhone销售额连续两季激增近50%但逊于预期，Mac和服务再新高，大中华区销售同比再激增56%，连续七季没有指引。库克称9-12月季度营收或创同期最高，iPad收入同比或因供应链问题而下滑，服务收入增速将再度放缓。\n</blockquote>\n<p>10月28日周四美股盘后，市值逾2.5万亿美元的美国最大上市公司、科技巨头苹果发布了2021财年四季报（即2021自然年第三季度业绩）。</p>\n<p>该股在周四盘中最高涨2.9%，收涨2.5%，升破152美元，创9月9日以来的七周高位，距离9月7日所创收盘新高仅有一步之遥。不过，苹果今年来累涨近15%，逊于同期标普500指数逾20%的涨幅，苹果作为成分股的道指今年来累涨近17%。</p>\n<p>财报发布前，分析师普遍对公司前景保持乐观。在FactSet统计的43位覆盖该股分析师中，有32 人评级“买入”，9 人评级“持有”，仅有2人评级“卖出”。平均目标价为167.32美元，较周四收盘价还有近10%的涨幅空间。</p>\n<p>据财经媒体CNBC援引Refinitiv的数据，<b>由于苹果自2016年4月以来首次季度EPS未能超过市场预期，以及自2017年5月以来首次季度营收低于预期，盘后一度跌5%。</b><img src=\"https://static.tigerbbs.com/f126f9e2326e1db5502c78dd2caf982a\" tg-width=\"710\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p><b>苹果2021财年收官季营收四年来首次逊于预期，仍创同期新高，供应限制损失60亿美元</b></p>\n<p>财报显示，苹果在2021财年的收官季度录得营收833.6亿美元，同比增29%，至9月季度的公司史上最高，但逊于分析师预期的846.9亿美元，环比增2.4%。</p>\n<p>摊薄后每股收益EPS 1.24美元，与市场预期一致，较去年同期的0.73美元增近70%，但逊于上季度的1.30美元。季度整体毛利率为42.2%，逊于上季的43.3%，但高于市场预期的42%。</p>\n<p><img src=\"https://static.tigerbbs.com/3d5832cc79855b93b9415e241b0e174d\" tg-width=\"640\" tg-height=\"452\" referrerpolicy=\"no-referrer\"></p>\n<p>需要注意到，去年此时iPhone 12系列尚未发布，因此苹果本份财报与去年同期的比较更为容易，却还逊于预期。<b>公司CEO库克对CNBC表示，这主要是由于供应限制大于预期，所造成负面影响预计高达60亿美元，除了芯片短缺，还与东南亚因疫情复燃导致的制造中断有关。</b></p>\n<p>库克还预警称，当前的9-12月重磅年末节假日购物季“将面临更严重的供应限制”。当10月结束时，与疫情相关的供应链中断已经大幅改善，芯片短缺还在持续。不过，供应问题出在较旧的芯片上，而非苹果设备核心的技术更先进处理器上。</p>\n<p>财报发布前几天，彭博社曾报道称，由于全球半导体危机，苹果可能决定将今年的旗舰产品iPhone 13生产目标削减1000万部，在需求高涨的当下或影响年末购物季销售额。</p>\n<p>此外，苹果宣布将每股派息0.22美元，第四财季向股东返还了超过240亿美元，季末所持净现金降至660亿美元，重回2011年3月的水平，2017年12月曾为1630亿美元。由于公司承诺实现“长期净现金中性立场”，分析师普遍预计苹果的股息分红和股票回购会持续增加。</p>\n<p><b>iPhone销售额连续两季激增近50%但逊于预期，Mac和服务再新高，连续七季没有指引</b></p>\n<p>分业务来看，<b>苹果各大产品线均录得同比增长，iPhone销售额连续两个季度激增近50%</b>：</p>\n<blockquote>\n 7-9月的季度iPhone智能手机收入388.7 亿美元，逊于市场预期的416亿美元，不过同比增47%。\n</blockquote>\n<blockquote>\n 当季iPad平板电脑收入82.5亿美元，高于预期的71.6亿美元，同比增21.4%。\n</blockquote>\n<blockquote>\n 当季Mac电脑收入91.8亿美元，逊于预期的93.1亿美元，但创公司史上最高，同比增1.6%。\n</blockquote>\n<blockquote>\n 当季可穿戴设备、居家用品及配件收入87.9亿美元，逊于预期的92.8亿美元，同比增11.5%。\n</blockquote>\n<blockquote>\n <img src=\"https://static.tigerbbs.com/00886d8392fbd7cff0fcacbdb4a3266a\" tg-width=\"500\" tg-height=\"335\" referrerpolicy=\"no-referrer\">\n</blockquote>\n<blockquote>\n 汇总可知，当季硬件产品收入650.8亿美元，逊于预期的687.2亿美元，其中iPhone手机贡献了46.6%的总营收，依旧占据近“半壁江山”。\n</blockquote>\n<blockquote>\n 同时，另一增长引擎服务收入连续三个季度创公司史上新高，当季录得182.8亿美元，高于预期的175.7亿美元，同比增25.6%。\n</blockquote>\n<p>但华尔街见闻也发现，<b>苹果总营收、摊薄后EPS、iPhone、当季没有推出新品的Mac电脑、包括苹果手表和AirPods无线耳机的可穿戴设备，以及服务的收入同比增幅均逊于上一季度。</b>在4-6月季度，上述几项的同比增幅分别为36%、逾100%、近50%、16%、36%和33%。这也令苹果连续三个季度“所有产品类别的收入均实现双位数百分比涨幅”的趋势戛然而止。</p>\n<p><img src=\"https://static.tigerbbs.com/004e89e1f4cea35fd93da1e9e55ec09b\" tg-width=\"500\" tg-height=\"291\" referrerpolicy=\"no-referrer\"></p>\n<p>库克今日称，需求端非常强劲，财报期内的服务收入同比增幅好于公司预期。尽管苹果自疫情以来已经连续第七个季度没有给出业绩指引，他预计9-12月季度的收入将“同比稳健增长”。</p>\n<p>不过，<b>尽管他预计2022财年第一财季收入将再创同期新高，iPad收入同比可能会因供应链问题而下滑，其他产品收入将同比增长，但服务收入增速将再度放缓</b>。</p>\n<p>公司CFO Luca Maestri还透露，供应紊乱造成的负面影响可能会超过60亿美元，预计公司的大部分产品类别都将在9-12月季度受到限制。</p>\n<p><b>大中华区销售同比再激增56%，与去年形成鲜明反差，App Store收入创新高</b></p>\n<p><b>苹果的各大地理市场分区再次集体实现双位数百分比涨幅，大中华区销售额同比增56.1%，</b>接近上季度的同比增幅58%，今年自然年一季度曾同比增逾87%：</p>\n<blockquote>\n 当季苹果在大中华地区的销售收入为145.63亿美元，去年同期曾营收大降逾28%。\n</blockquote>\n<blockquote>\n 当季的美洲市场收入同比增近20%至368.2亿美元，弱于今年自然年前两个季度逾30%的增幅。\n</blockquote>\n<blockquote>\n 在欧洲收入同比增23%至207.94亿美元，今年自然年前两季曾分别增近56%和近34%。\n</blockquote>\n<blockquote>\n 在日本收入同比增超19%至59.91亿美元，今年自然年前两季曾分别增近49%和近30%。\n</blockquote>\n<blockquote>\n 在中日以外的亚太市场收入同比增近26%至51.92亿美元，今年自然年一季度曾接近翻倍。\n</blockquote>\n<blockquote>\n <img src=\"https://static.tigerbbs.com/f2237e58147fc98b5663b6ff0f20de1c\" tg-width=\"500\" tg-height=\"302\" referrerpolicy=\"no-referrer\">\n</blockquote>\n<p>公司高管在财报电话会上称，截至今年9月25日的2021财年，有将近三分之一的收入来自新兴市场，其中印度和越南市场的收入翻倍。</p>\n<p>电话会还提到：</p>\n<blockquote>\n 包括苹果音乐等第一方服务和通过苹果应用商店进行的订阅，令苹果拥有7.45亿付费订阅账户，较去年同期增加1.6亿，并在五年里增长了五倍；\n</blockquote>\n<blockquote>\n Apple TV+视频流媒体服务在上市两年里证明市场前景良好；\n</blockquote>\n<blockquote>\n 虽然9月14日发布了新版旗舰手机iPhone&nbsp;13系列，但去年发行的iPhone&nbsp;12销售仍然很好；\n</blockquote>\n<blockquote>\n 在第四财季，大约一半的iPad和Mac买家是新用户，APP Store收入创历史新高；\n</blockquote>\n<blockquote>\n Mac收入受到搭配苹果自研芯片版本MacBook&nbsp;Air销售情况的推动。\n</blockquote>\n<blockquote>\n 所有主要产品类别中的活跃设备安装数量均创下历史新高。\n</blockquote>\n<p><b>华尔街：未来最重要的是苹果供应链干扰，iOS隐私更改或利好苹果自身广告业务</b></p>\n<p>分析称，今年自然年三季度仅包含iPhone 13正式销售后的一周，因此本次财报不会令人得出苹果新产品引发换机周期的强度结论。市场高度关注公司是否给出常规的财报指引，之所以重要，是因为9-12月是重要的年末假日购物季，将一窥新产品销量情况。</p>\n<p>苹果在过去两个月频繁发布新的硬件设备与服务选项，9月举办了传统的秋季发布会，介绍了新一代智能手机、苹果手表和iPad平板电脑，10月发布会又推出了搭载更强大自研芯片的MacBook Pro高端笔记本电脑和下一代AirPods无线耳机。新品销售都将在下季财报展现。</p>\n<p>彭博社指出，<b>当下最大的关注焦点就是苹果供应链，其他一切问题都退居次要地位</b>：</p>\n<blockquote>\n “我们必须弄清楚苹果在未来六个月内可以出货多少部iPhone手机，这决定了公司在2022财年的销售增长。我们都知道需求就在那里，经济周期、5G升级和运营商的换机激励都在抬高需求。”\n</blockquote>\n<p>被称为“最懂苹果分析师”之一的天风国际郭明錤曾在9月下旬iPhone上市后撰写研报称，iPhone 13系列预购高于iPhone 12系列，但符合市场预期；iPhone 13 Pro Max &amp; Pro供应短缺的持续时间可能短于iPhone 12 Pro Max &amp; Pro；iPhone 13 Pro Max &amp; Pro供货改善时程将影响1Q22 iPhone出货量。若iPhone 13 Pro Max &amp; Pro供应在11月中旬显著改善，则1Q22 iPhone出货量将YoY持平或衰退，iPhone在2022与2023年YoY出货成长将放缓，不利于推升供应链股价。</p>\n<p>展望未来，除了要继续关心美国司法部正在加速进行的反垄断调查，可能增加苹果面临反垄断诉讼的风险，以及App Store向开发者收取的高昂“苹果税”遭遇不少公司诉讼，可能影响苹果未来收入之外，不乏分析师关注iOS隐私规则更改给苹果带来的广告业务机遇。</p>\n<p>Evercore ISI 分析师 Amit Daryanani认为，苹果在限制第三方出于营销目的跟踪用户活动能力的同时，也在努力建立自己的广告业务，尽管开发的一些指标衡量工具对于某些广告从业者来说可能并不理想，最终苹果有望建立起可以产生200亿美元年收入的广告业务。</p>","source":"highlight_wallstreetcn","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>苹果财年收官季营收四年来首逊预期！盘后一度跌逾5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果财年收官季营收四年来首逊预期！盘后一度跌逾5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-29 07:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3643595><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7-9月的季度营收仍创同期新高，iPhone销售额连续两季激增近50%但逊于预期，Mac和服务再新高，大中华区销售同比再激增56%，连续七季没有指引。库克称9-12月季度营收或创同期最高，iPad收入同比或因供应链问题而下滑，服务收入增速将再度放缓。\n\n10月28日周四美股盘后，市值逾2.5万亿美元的美国最大上市公司、科技巨头苹果发布了2021财年四季报（即2021自然年第三季度业绩）。\n该股在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3643595\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09a64127be7efd0782335072a1046e3a","relate_stocks":{"AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3643595","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1114613788","content_text":"7-9月的季度营收仍创同期新高，iPhone销售额连续两季激增近50%但逊于预期，Mac和服务再新高，大中华区销售同比再激增56%，连续七季没有指引。库克称9-12月季度营收或创同期最高，iPad收入同比或因供应链问题而下滑，服务收入增速将再度放缓。\n\n10月28日周四美股盘后，市值逾2.5万亿美元的美国最大上市公司、科技巨头苹果发布了2021财年四季报（即2021自然年第三季度业绩）。\n该股在周四盘中最高涨2.9%，收涨2.5%，升破152美元，创9月9日以来的七周高位，距离9月7日所创收盘新高仅有一步之遥。不过，苹果今年来累涨近15%，逊于同期标普500指数逾20%的涨幅，苹果作为成分股的道指今年来累涨近17%。\n财报发布前，分析师普遍对公司前景保持乐观。在FactSet统计的43位覆盖该股分析师中，有32 人评级“买入”，9 人评级“持有”，仅有2人评级“卖出”。平均目标价为167.32美元，较周四收盘价还有近10%的涨幅空间。\n据财经媒体CNBC援引Refinitiv的数据，由于苹果自2016年4月以来首次季度EPS未能超过市场预期，以及自2017年5月以来首次季度营收低于预期，盘后一度跌5%。\n苹果2021财年收官季营收四年来首次逊于预期，仍创同期新高，供应限制损失60亿美元\n财报显示，苹果在2021财年的收官季度录得营收833.6亿美元，同比增29%，至9月季度的公司史上最高，但逊于分析师预期的846.9亿美元，环比增2.4%。\n摊薄后每股收益EPS 1.24美元，与市场预期一致，较去年同期的0.73美元增近70%，但逊于上季度的1.30美元。季度整体毛利率为42.2%，逊于上季的43.3%，但高于市场预期的42%。\n\n需要注意到，去年此时iPhone 12系列尚未发布，因此苹果本份财报与去年同期的比较更为容易，却还逊于预期。公司CEO库克对CNBC表示，这主要是由于供应限制大于预期，所造成负面影响预计高达60亿美元，除了芯片短缺，还与东南亚因疫情复燃导致的制造中断有关。\n库克还预警称，当前的9-12月重磅年末节假日购物季“将面临更严重的供应限制”。当10月结束时，与疫情相关的供应链中断已经大幅改善，芯片短缺还在持续。不过，供应问题出在较旧的芯片上，而非苹果设备核心的技术更先进处理器上。\n财报发布前几天，彭博社曾报道称，由于全球半导体危机，苹果可能决定将今年的旗舰产品iPhone 13生产目标削减1000万部，在需求高涨的当下或影响年末购物季销售额。\n此外，苹果宣布将每股派息0.22美元，第四财季向股东返还了超过240亿美元，季末所持净现金降至660亿美元，重回2011年3月的水平，2017年12月曾为1630亿美元。由于公司承诺实现“长期净现金中性立场”，分析师普遍预计苹果的股息分红和股票回购会持续增加。\niPhone销售额连续两季激增近50%但逊于预期，Mac和服务再新高，连续七季没有指引\n分业务来看，苹果各大产品线均录得同比增长，iPhone销售额连续两个季度激增近50%：\n\n 7-9月的季度iPhone智能手机收入388.7 亿美元，逊于市场预期的416亿美元，不过同比增47%。\n\n\n 当季iPad平板电脑收入82.5亿美元，高于预期的71.6亿美元，同比增21.4%。\n\n\n 当季Mac电脑收入91.8亿美元，逊于预期的93.1亿美元，但创公司史上最高，同比增1.6%。\n\n\n 当季可穿戴设备、居家用品及配件收入87.9亿美元，逊于预期的92.8亿美元，同比增11.5%。\n\n\n\n\n\n 汇总可知，当季硬件产品收入650.8亿美元，逊于预期的687.2亿美元，其中iPhone手机贡献了46.6%的总营收，依旧占据近“半壁江山”。\n\n\n 同时，另一增长引擎服务收入连续三个季度创公司史上新高，当季录得182.8亿美元，高于预期的175.7亿美元，同比增25.6%。\n\n但华尔街见闻也发现，苹果总营收、摊薄后EPS、iPhone、当季没有推出新品的Mac电脑、包括苹果手表和AirPods无线耳机的可穿戴设备，以及服务的收入同比增幅均逊于上一季度。在4-6月季度，上述几项的同比增幅分别为36%、逾100%、近50%、16%、36%和33%。这也令苹果连续三个季度“所有产品类别的收入均实现双位数百分比涨幅”的趋势戛然而止。\n\n库克今日称，需求端非常强劲，财报期内的服务收入同比增幅好于公司预期。尽管苹果自疫情以来已经连续第七个季度没有给出业绩指引，他预计9-12月季度的收入将“同比稳健增长”。\n不过，尽管他预计2022财年第一财季收入将再创同期新高，iPad收入同比可能会因供应链问题而下滑，其他产品收入将同比增长，但服务收入增速将再度放缓。\n公司CFO Luca Maestri还透露，供应紊乱造成的负面影响可能会超过60亿美元，预计公司的大部分产品类别都将在9-12月季度受到限制。\n大中华区销售同比再激增56%，与去年形成鲜明反差，App Store收入创新高\n苹果的各大地理市场分区再次集体实现双位数百分比涨幅，大中华区销售额同比增56.1%，接近上季度的同比增幅58%，今年自然年一季度曾同比增逾87%：\n\n 当季苹果在大中华地区的销售收入为145.63亿美元，去年同期曾营收大降逾28%。\n\n\n 当季的美洲市场收入同比增近20%至368.2亿美元，弱于今年自然年前两个季度逾30%的增幅。\n\n\n 在欧洲收入同比增23%至207.94亿美元，今年自然年前两季曾分别增近56%和近34%。\n\n\n 在日本收入同比增超19%至59.91亿美元，今年自然年前两季曾分别增近49%和近30%。\n\n\n 在中日以外的亚太市场收入同比增近26%至51.92亿美元，今年自然年一季度曾接近翻倍。\n\n\n\n\n公司高管在财报电话会上称，截至今年9月25日的2021财年，有将近三分之一的收入来自新兴市场，其中印度和越南市场的收入翻倍。\n电话会还提到：\n\n 包括苹果音乐等第一方服务和通过苹果应用商店进行的订阅，令苹果拥有7.45亿付费订阅账户，较去年同期增加1.6亿，并在五年里增长了五倍；\n\n\n Apple TV+视频流媒体服务在上市两年里证明市场前景良好；\n\n\n 虽然9月14日发布了新版旗舰手机iPhone 13系列，但去年发行的iPhone 12销售仍然很好；\n\n\n 在第四财季，大约一半的iPad和Mac买家是新用户，APP Store收入创历史新高；\n\n\n Mac收入受到搭配苹果自研芯片版本MacBook Air销售情况的推动。\n\n\n 所有主要产品类别中的活跃设备安装数量均创下历史新高。\n\n华尔街：未来最重要的是苹果供应链干扰，iOS隐私更改或利好苹果自身广告业务\n分析称，今年自然年三季度仅包含iPhone 13正式销售后的一周，因此本次财报不会令人得出苹果新产品引发换机周期的强度结论。市场高度关注公司是否给出常规的财报指引，之所以重要，是因为9-12月是重要的年末假日购物季，将一窥新产品销量情况。\n苹果在过去两个月频繁发布新的硬件设备与服务选项，9月举办了传统的秋季发布会，介绍了新一代智能手机、苹果手表和iPad平板电脑，10月发布会又推出了搭载更强大自研芯片的MacBook Pro高端笔记本电脑和下一代AirPods无线耳机。新品销售都将在下季财报展现。\n彭博社指出，当下最大的关注焦点就是苹果供应链，其他一切问题都退居次要地位：\n\n “我们必须弄清楚苹果在未来六个月内可以出货多少部iPhone手机，这决定了公司在2022财年的销售增长。我们都知道需求就在那里，经济周期、5G升级和运营商的换机激励都在抬高需求。”\n\n被称为“最懂苹果分析师”之一的天风国际郭明錤曾在9月下旬iPhone上市后撰写研报称，iPhone 13系列预购高于iPhone 12系列，但符合市场预期；iPhone 13 Pro Max & Pro供应短缺的持续时间可能短于iPhone 12 Pro Max & Pro；iPhone 13 Pro Max & Pro供货改善时程将影响1Q22 iPhone出货量。若iPhone 13 Pro Max & Pro供应在11月中旬显著改善，则1Q22 iPhone出货量将YoY持平或衰退，iPhone在2022与2023年YoY出货成长将放缓，不利于推升供应链股价。\n展望未来，除了要继续关心美国司法部正在加速进行的反垄断调查，可能增加苹果面临反垄断诉讼的风险，以及App Store向开发者收取的高昂“苹果税”遭遇不少公司诉讼，可能影响苹果未来收入之外，不乏分析师关注iOS隐私规则更改给苹果带来的广告业务机遇。\nEvercore ISI 分析师 Amit Daryanani认为，苹果在限制第三方出于营销目的跟踪用户活动能力的同时，也在努力建立自己的广告业务，尽管开发的一些指标衡量工具对于某些广告从业者来说可能并不理想，最终苹果有望建立起可以产生200亿美元年收入的广告业务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200004190933000,"gmtCreate":1689861083027,"gmtModify":1689861084306,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>每次不及预期都会下跌，到后面又都会涨回来，那么这般**所谓的预期有什么价值？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>每次不及预期都会下跌，到后面又都会涨回来，那么这般**所谓的预期有什么价值？","text":"$特斯拉(TSLA)$ 每次不及预期都会下跌，到后面又都会涨回来，那么这般**所谓的预期有什么价值？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/200004190933000","isVote":1,"tweetType":1,"viewCount":1701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194769473855592,"gmtCreate":1688571000593,"gmtModify":1688571002274,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>特斯拉不存在芯片限制，而比亚迪存在[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>特斯拉不存在芯片限制，而比亚迪存在[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"$特斯拉(TSLA)$ 特斯拉不存在芯片限制，而比亚迪存在[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/194769473855592","isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"content":"空头快发力啊，我准备好加仓资金了","text":"空头快发力啊，我准备好加仓资金了","html":"空头快发力啊，我准备好加仓资金了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316117750997160,"gmtCreate":1718203603952,"gmtModify":1718203605529,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>重新迎接辉煌！钢铁侠马斯克","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>重新迎接辉煌！钢铁侠马斯克","text":"$特斯拉(TSLA)$ 重新迎接辉煌！钢铁侠马斯克","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316117750997160","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221344210239576,"gmtCreate":1695081336788,"gmtModify":1695081338408,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"如果这种分析有用的话，那么这些分析师应该比巴菲特还有钱才对","listText":"如果这种分析有用的话，那么这些分析师应该比巴菲特还有钱才对","text":"如果这种分析有用的话，那么这些分析师应该比巴菲特还有钱才对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221344210239576","repostId":"2368438849","repostType":2,"repost":{"id":"2368438849","pubTimestamp":1695068171,"share":"https://www.laohu8.com/m/news/2368438849?lang=&edition=full","pubTime":"2023-09-19 04:16","market":"hk","language":"zh","title":"和大摩唱反调！高盛预计特斯拉价格战打不停，下调盈利预期，后者跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2368438849","media":"曹泽熙","summary":"此前$高盛$下调了该公司的盈利预期。此外，上个月，特斯拉已将其Model S Plaid在中国的价格下调了19%。Delaney认为，即使降价，特斯拉第三季度的销量仍将低于他之前的预期。整体来看，Delaney预计今年全年特斯拉的交付量预期达到184.2万辆。报告发布之日，特斯拉一度狂涨超10%。特斯拉目前拥有六家超级工厂，并正在为第七家工厂寻找选址。","content":"<html><head></head><body><p>9月18日周一，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>低开低走，收跌3.32%，报265.28美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/960e21115327060b3d0302e7636a0db6\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前<a href=\"https://laohu8.com/S/GS\">高盛</a>下调了该公司的盈利预期。高盛的分析师Mark Delaney在周一发布的一份报告中写道：</p><blockquote><p>我们认为，特斯拉可能会在2024年进一步下调价格，以支持更高的销量，我们认为这将削弱成本降低带来的每股收益增长。</p><p>由此，我们下调了特斯拉2023年和2024年每股收益的预期。</p></blockquote><p>高盛预测，特斯拉降价将会对其利润产生不利影响：</p><blockquote><p>特斯拉在9月1日大幅降低了S和X两类车的定价15-19%，并于8月中旬降低了Model Y在中国的定价。与此同时，特斯拉则提高了Model 3的更新版本Highland的定价，该版本现已在欧洲和中国销售。</p></blockquote><p>值得注意的是，特斯拉的新款Model 3 Highland版本并未出现在美国市场和英国等特定欧洲地区，这款车是否在美国上市，似乎取决于是否能够获得税收优惠。最初，特斯拉的Model 3后驱和长续航版本仅获得了3750美元的抵税额。</p><p>此外，上个月，特斯拉已将其Model S Plaid在中国的价格下调了19%。</p><p>Delaney认为，即使降价，特斯拉第三季度的销量仍将低于他之前的预期。在关键市场，特斯拉7月和8月的区域销售数据高于第二季度前两个月的数据，但他将第三季度特斯拉销量预测下调至46万辆。受到Highland推出的提振，并且考虑到大幅降价后S和X两款车销量的增加，他预计第四季度特斯拉销量将反弹至49.4万辆。整体来看，Delaney预计今年全年特斯拉的交付量预期达到184.2万辆。</p><p><strong>考虑到预期的ASP（平均售价）下降以及价格下降对汽车毛利率的影响，Delaney将2023年和2024年特斯拉的每股收益预期从之前的3.00美元/4.25美元分别下调至2.90美元/4.15美元。</strong></p><p>Delaney表示：</p><blockquote><p>我们对特斯拉的评级为中性，我们对特斯拉在行业中的领导地位和长期增长潜力的积极看法被中期利润所遇到的不利因素所抵消。</p></blockquote><p>Delaney继续维持275美元的目标价，略高于华尔街给出的270.8美元的平均目标价。</p><p>和高盛的谨慎形成鲜明对比的是，上周<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的Adam Jonas将特斯拉的目标价大幅上调了60%，他说，通过更快地采用<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车和网络服务，特斯拉的Dojo超级计算机可以使该公司市值增加多达5000亿美元（目前特斯拉市值约为8000亿美元）。报告发布之日，特斯拉一度狂涨超10%。</p><p>此外，周一早上，特斯拉还宣布正在与沙特阿拉伯就建立制造工厂进行“早期谈判”。沙特阿拉伯主权财富基金是特斯拉竞争对手Lucid的主要投资者。高盛补充说，沙特正在吸引特斯拉“有权购买该公司电动汽车所需的一定数量的金属和矿物”。特斯拉目前拥有六家超级工厂，并正在为第七家工厂寻找选址。</p><p>不过，该交易仍处于初期阶段，并不能保证它会取得成果。</p></body></html>","source":"awtmt_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>和大摩唱反调！高盛预计特斯拉价格战打不停，下调盈利预期，后者跌超3%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n和大摩唱反调！高盛预计特斯拉价格战打不停，下调盈利预期，后者跌超3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-19 04:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3698127?extract=1><strong>曹泽熙</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月18日周一，特斯拉低开低走，收跌3.32%，报265.28美元。此前高盛下调了该公司的盈利预期。高盛的分析师Mark Delaney在周一发布的一份报告中写道：我们认为，特斯拉可能会在2024年进一步下调价格，以支持更高的销量，我们认为这将削弱成本降低带来的每股收益增长。由此，我们下调了特斯拉2023年和2024年每股收益的预期。高盛预测，特斯拉降价将会对其利润产生不利影响：特斯拉在9月1日...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3698127?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d923f52f4c43c08c9600d11359b480a","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4592":"伊斯兰概念","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4527":"明星科技股","LU2063271972.USD":"富兰克林创新领域基金","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4504":"桥水持仓","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLA":"特斯拉","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3698127?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2368438849","content_text":"9月18日周一，特斯拉低开低走，收跌3.32%，报265.28美元。此前高盛下调了该公司的盈利预期。高盛的分析师Mark Delaney在周一发布的一份报告中写道：我们认为，特斯拉可能会在2024年进一步下调价格，以支持更高的销量，我们认为这将削弱成本降低带来的每股收益增长。由此，我们下调了特斯拉2023年和2024年每股收益的预期。高盛预测，特斯拉降价将会对其利润产生不利影响：特斯拉在9月1日大幅降低了S和X两类车的定价15-19%，并于8月中旬降低了Model Y在中国的定价。与此同时，特斯拉则提高了Model 3的更新版本Highland的定价，该版本现已在欧洲和中国销售。值得注意的是，特斯拉的新款Model 3 Highland版本并未出现在美国市场和英国等特定欧洲地区，这款车是否在美国上市，似乎取决于是否能够获得税收优惠。最初，特斯拉的Model 3后驱和长续航版本仅获得了3750美元的抵税额。此外，上个月，特斯拉已将其Model S Plaid在中国的价格下调了19%。Delaney认为，即使降价，特斯拉第三季度的销量仍将低于他之前的预期。在关键市场，特斯拉7月和8月的区域销售数据高于第二季度前两个月的数据，但他将第三季度特斯拉销量预测下调至46万辆。受到Highland推出的提振，并且考虑到大幅降价后S和X两款车销量的增加，他预计第四季度特斯拉销量将反弹至49.4万辆。整体来看，Delaney预计今年全年特斯拉的交付量预期达到184.2万辆。考虑到预期的ASP（平均售价）下降以及价格下降对汽车毛利率的影响，Delaney将2023年和2024年特斯拉的每股收益预期从之前的3.00美元/4.25美元分别下调至2.90美元/4.15美元。Delaney表示：我们对特斯拉的评级为中性，我们对特斯拉在行业中的领导地位和长期增长潜力的积极看法被中期利润所遇到的不利因素所抵消。Delaney继续维持275美元的目标价，略高于华尔街给出的270.8美元的平均目标价。和高盛的谨慎形成鲜明对比的是，上周摩根士丹利的Adam Jonas将特斯拉的目标价大幅上调了60%，他说，通过更快地采用机器人出租车和网络服务，特斯拉的Dojo超级计算机可以使该公司市值增加多达5000亿美元（目前特斯拉市值约为8000亿美元）。报告发布之日，特斯拉一度狂涨超10%。此外，周一早上，特斯拉还宣布正在与沙特阿拉伯就建立制造工厂进行“早期谈判”。沙特阿拉伯主权财富基金是特斯拉竞争对手Lucid的主要投资者。高盛补充说，沙特正在吸引特斯拉“有权购买该公司电动汽车所需的一定数量的金属和矿物”。特斯拉目前拥有六家超级工厂，并正在为第七家工厂寻找选址。不过，该交易仍处于初期阶段，并不能保证它会取得成果。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854564392,"gmtCreate":1635468850722,"gmtModify":1635468850722,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"价值投资者都是木叶村的火影，期待第四季度芯片供应缓解后的苹果汽车风口","listText":"价值投资者都是木叶村的火影，期待第四季度芯片供应缓解后的苹果汽车风口","text":"价值投资者都是木叶村的火影，期待第四季度芯片供应缓解后的苹果汽车风口","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854564392","repostId":"1178207364","repostType":2,"repost":{"id":"1178207364","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635460531,"share":"https://www.laohu8.com/m/news/1178207364?lang=&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;on iPhones, iPads, and Macs.</p>\n<p>Apple fell 3.7% in extended trading.</p>\n<p><img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p>\n<p>However, Apple's overall revenue was still up 29%&nbsp;and each of its product categories grew on an annual basis.</p>\n<p>Here's how Apple did versus Refinitiv consensus estimates:</p>\n<ul>\n <li><b>EPS:</b>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>\n <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>\n <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>\n <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>\n <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>\n <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>\n <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>\n <li><b>Gross margin:</b>&nbsp;42.2% vs. 42.0% estimated</li>\n</ul>\n<p>iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p>\n<p>Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p>\n<p>Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p>\n<p>The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p>\n<p>Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p>\n<p>Apple posted its results shortly after retailer Amazon.com&nbsp;forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p>\n<p>Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p>\n<p><b>MISSES</b></p>\n<p>Apple missed expectations in two key categories.</p>\n<p>Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p>\n<p>Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p>\n<p>\"It's very difficult to call,\" Cook said.</p>\n<p>The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p>\n<p>Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p>\n<p>The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p>\n<p>\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p>\n<p>Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p>\n<p>The company said it returned $24 billion to shareholders during the quarter.</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>Apple sales miss expectations, supply issues cost company $6 billion</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; 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}\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\">\nApple sales miss expectations, supply issues cost company $6 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-29 06:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;on iPhones, iPads, and Macs.</p>\n<p>Apple fell 3.7% in extended trading.</p>\n<p><img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p>\n<p>However, Apple's overall revenue was still up 29%&nbsp;and each of its product categories grew on an annual basis.</p>\n<p>Here's how Apple did versus Refinitiv consensus estimates:</p>\n<ul>\n <li><b>EPS:</b>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>\n <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>\n <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>\n <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>\n <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>\n <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>\n <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>\n <li><b>Gross margin:</b>&nbsp;42.2% vs. 42.0% estimated</li>\n</ul>\n<p>iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p>\n<p>Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p>\n<p>Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p>\n<p>The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p>\n<p>Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p>\n<p>Apple posted its results shortly after retailer Amazon.com&nbsp;forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p>\n<p>Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p>\n<p><b>MISSES</b></p>\n<p>Apple missed expectations in two key categories.</p>\n<p>Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p>\n<p>Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p>\n<p>\"It's very difficult to call,\" Cook said.</p>\n<p>The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p>\n<p>Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p>\n<p>The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p>\n<p>\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p>\n<p>Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p>\n<p>The company said it returned $24 billion to shareholders during the quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion  vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.\n\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.\nAnother bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.\nThe company said it returned $24 billion to shareholders during the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369460799,"gmtCreate":1614071346811,"gmtModify":1614071346811,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"这个大空头前段时间做空特斯拉亏得很惨，哈哈哈哈","listText":"这个大空头前段时间做空特斯拉亏得很惨，哈哈哈哈","text":"这个大空头前段时间做空特斯拉亏得很惨，哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369460799","repostId":"1140389351","repostType":4,"repost":{"id":"1140389351","pubTimestamp":1614006277,"share":"https://www.laohu8.com/m/news/1140389351?lang=&edition=full","pubTime":"2021-02-22 23:04","market":"us","language":"zh","title":"《大空头》原型连发警告：恶性通胀已酝酿十年","url":"https://stock-news.laohu8.com/highlight/detail?id=1140389351","media":" 腾讯美股","summary":"周末，美国著名投资人、电影《大空头》原型布里就一个主题在社交平台上连续发文多条，警告的主题就是——恶性通货膨胀。布里连珠炮一样地引述了大量《财富的消亡》原文，有心者不难看出，文中描述的魏玛德国，与今日","content":"<p><i>周末，美国著名投资人、电影《大空头》原型布里就一个主题在社交平台上连续发文多条，警告的主题就是——恶性通货膨胀。布里连珠炮一样地引述了大量《财富的消亡》原文，有心者不难看出，文中描述的魏玛德国，与今日的美国颇有众多神似。</i></p><p><img src=\"https://static.tigerbbs.com/4282fd439a7a9ecfc9bd7432aca279a6\" tg-width=\"1080\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p><p>“人们都说我上次没有警告他们，但事实是我警告了，却没有人听。因此，我这次要立此存照。我现在依然在警告，依然没有人听，但是我至少留下了证据。”</p><p>周末，美国著名投资人、电影《大空头》原型布里就一个主题在社交平台上连续发文多条，并做出了上述的强调，而他警告的主题就是——恶性通货膨胀。</p><p>一周之前，美国银行曾经发出警告，指出货币和财政刺激提供的海量流动性，以及预期中全球经济走出封锁后的货币周转率猛增，最终可能导致史无前例的经济过热。该行首席投资官哈奈特（Michael Hartnett）则干脆说，他想起了当初第一次世界大战后的德国，当时，所发生的“货币周转率最壮观最极端的猛增，战争心理状态的结束，抑制下的储蓄，对货币和政府信心的丧失”，以及德国央行的债务货币化操作，这些都可以在现在找到影子。</p><p><img src=\"https://static.tigerbbs.com/0169c30659bccfcfca3a92d4f60c652d\" tg-width=\"500\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p><p>众所周知，那也就是所谓魏玛德国时代，而了解一点历史的人都知道那时代发生了些什么，而美国银行的哈奈特刻意避开了“魏玛”二字，显然也是某种心理阴影使然。</p><p>不过，并不是所有人都那么欲语还休的。1974年，帕尔森（Jens Parsson）就曾经深度研究了魏玛德国的崩溃，出版了经典之作《财富的消亡》（Dying of Money），而布里这次就在社交平台上推荐了这部著作。布里最近在许多问题上都有发言，颇为忙碌，比如他指责Robinhood、看好铀等等，但是他依然要抽出时间来强调这一点，建议大家都了解一下魏玛德国，尤其是其恶性通货膨胀的历史，并且连续发文“盖楼”，显然是有着明确的用意的。以下就是当日时间周日晚间，布里的连续发文。</p><p>“美国政府正在以其带有现代货币理论色彩的政策创造通货膨胀。债务对国内生产总值比率高企，M2货币供应量增长，而零售销售额和采购经理人指数却依然在V形复苏中。数以万亿计的刺激资金，加上经济的重启，都将推动需求猛增，导致劳动力和供应链成本升破天际。”</p><p>接下来，布里连珠炮一样地引述了大量《财富的消亡》原文，有心者不难看出，文中描述的魏玛德国，与今日的美国颇有众多神似。</p><p>“通货膨胀到了成熟阶段，就会形成一场悖论，拥有自己显而易见，绝不会被弄错的各种特质。其中之一就是巨大的财富，至少那些受到青睐的人会暴富。一夜之间，横财从天而降……城市里到处都游荡着漫无目的的，放纵的青年人。”</p><p>“德国价格稳定，企业和股市都一派繁荣。马克对美元和其他货币的汇率一段时间内其实是上扬的，在全球大通胀的前夜，马克甚至曾经短暂居于最强势货币的位置。”</p><p>“与财富比肩而立的，是穷人空空如也的口袋。许多人依然被排斥在宽松货币的圈子之外，他们虽然也希望雨露均沾，但是却不得其门而入。犯罪率在飞涨。”</p><p>“通观整个时代，可以看到大众的心情其实是日趋低落的，他们被推动着一路狂奔，到了喘不上气的地步，却看不到有什么明确的目标，这让他们感到疲惫和厌倦，与此同时，目睹着自己辛辛苦苦爬上的地位正在滑落，而别人却变得暴富，这更让他们感到深深的恐惧。”</p><p>“几乎任何一种企业都能够赚钱，倒闭和破产的案例数量微乎其微。这场繁荣打断了企业正常的物竞天择进程，使得那些本该被淘汰的二三流的，效率低下的企业也得以存活下来。”</p><p>“投机虽然并不能使得德国的总财富有任何的增加，却成为了最活跃的生意之一。几乎每一个阶层都满心狂热，想要加入进去。包括电梯司机在内，每个人都成为了市场玩家。”</p><p>“柏林证券交易所的交易周转率如此之高，以至于金融行业的簿记工作都跟不上了……交易所被迫每周关闭若干天，来处理积压订单。”</p><p>“1922年夏季，世界上全部流通的马克大约有1900亿，而到了1923年11月，1900亿马克已经不够购买一份报纸或者一张电车票了。这是总崩溃看上去最惊人的部分，不过金钱财富损失的主体，发生的时间其实还要早得多。”</p><p>“这些年来，整个结构一直在静静地向着总崩溃的方向自我建构。德国的通货膨胀周期不是持续了一年，而是整整九年，前面八年都是酝酿，只有一年是总崩溃。”</p><p>布里的结论是，美国的2010年到2021年，也完全可能是同样的“酝酿期”，余下的问题只是：总崩溃何时来到？</p>","source":"txmg","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>《大空头》原型连发警告：恶性通胀已酝酿十年</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《大空头》原型连发警告：恶性通胀已酝酿十年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-22 23:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/dHn6mG_vgf2uZTZ8qwcOew><strong> 腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周末，美国著名投资人、电影《大空头》原型布里就一个主题在社交平台上连续发文多条，警告的主题就是——恶性通货膨胀。布里连珠炮一样地引述了大量《财富的消亡》原文，有心者不难看出，文中描述的魏玛德国，与今日的美国颇有众多神似。“人们都说我上次没有警告他们，但事实是我警告了，却没有人听。因此，我这次要立此存照。我现在依然在警告，依然没有人听，但是我至少留下了证据。”周末，美国著名投资人、电影《大空头》原型...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/dHn6mG_vgf2uZTZ8qwcOew\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4282fd439a7a9ecfc9bd7432aca279a6","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/dHn6mG_vgf2uZTZ8qwcOew","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140389351","content_text":"周末，美国著名投资人、电影《大空头》原型布里就一个主题在社交平台上连续发文多条，警告的主题就是——恶性通货膨胀。布里连珠炮一样地引述了大量《财富的消亡》原文，有心者不难看出，文中描述的魏玛德国，与今日的美国颇有众多神似。“人们都说我上次没有警告他们，但事实是我警告了，却没有人听。因此，我这次要立此存照。我现在依然在警告，依然没有人听，但是我至少留下了证据。”周末，美国著名投资人、电影《大空头》原型布里就一个主题在社交平台上连续发文多条，并做出了上述的强调，而他警告的主题就是——恶性通货膨胀。一周之前，美国银行曾经发出警告，指出货币和财政刺激提供的海量流动性，以及预期中全球经济走出封锁后的货币周转率猛增，最终可能导致史无前例的经济过热。该行首席投资官哈奈特（Michael Hartnett）则干脆说，他想起了当初第一次世界大战后的德国，当时，所发生的“货币周转率最壮观最极端的猛增，战争心理状态的结束，抑制下的储蓄，对货币和政府信心的丧失”，以及德国央行的债务货币化操作，这些都可以在现在找到影子。众所周知，那也就是所谓魏玛德国时代，而了解一点历史的人都知道那时代发生了些什么，而美国银行的哈奈特刻意避开了“魏玛”二字，显然也是某种心理阴影使然。不过，并不是所有人都那么欲语还休的。1974年，帕尔森（Jens Parsson）就曾经深度研究了魏玛德国的崩溃，出版了经典之作《财富的消亡》（Dying of Money），而布里这次就在社交平台上推荐了这部著作。布里最近在许多问题上都有发言，颇为忙碌，比如他指责Robinhood、看好铀等等，但是他依然要抽出时间来强调这一点，建议大家都了解一下魏玛德国，尤其是其恶性通货膨胀的历史，并且连续发文“盖楼”，显然是有着明确的用意的。以下就是当日时间周日晚间，布里的连续发文。“美国政府正在以其带有现代货币理论色彩的政策创造通货膨胀。债务对国内生产总值比率高企，M2货币供应量增长，而零售销售额和采购经理人指数却依然在V形复苏中。数以万亿计的刺激资金，加上经济的重启，都将推动需求猛增，导致劳动力和供应链成本升破天际。”接下来，布里连珠炮一样地引述了大量《财富的消亡》原文，有心者不难看出，文中描述的魏玛德国，与今日的美国颇有众多神似。“通货膨胀到了成熟阶段，就会形成一场悖论，拥有自己显而易见，绝不会被弄错的各种特质。其中之一就是巨大的财富，至少那些受到青睐的人会暴富。一夜之间，横财从天而降……城市里到处都游荡着漫无目的的，放纵的青年人。”“德国价格稳定，企业和股市都一派繁荣。马克对美元和其他货币的汇率一段时间内其实是上扬的，在全球大通胀的前夜，马克甚至曾经短暂居于最强势货币的位置。”“与财富比肩而立的，是穷人空空如也的口袋。许多人依然被排斥在宽松货币的圈子之外，他们虽然也希望雨露均沾，但是却不得其门而入。犯罪率在飞涨。”“通观整个时代，可以看到大众的心情其实是日趋低落的，他们被推动着一路狂奔，到了喘不上气的地步，却看不到有什么明确的目标，这让他们感到疲惫和厌倦，与此同时，目睹着自己辛辛苦苦爬上的地位正在滑落，而别人却变得暴富，这更让他们感到深深的恐惧。”“几乎任何一种企业都能够赚钱，倒闭和破产的案例数量微乎其微。这场繁荣打断了企业正常的物竞天择进程，使得那些本该被淘汰的二三流的，效率低下的企业也得以存活下来。”“投机虽然并不能使得德国的总财富有任何的增加，却成为了最活跃的生意之一。几乎每一个阶层都满心狂热，想要加入进去。包括电梯司机在内，每个人都成为了市场玩家。”“柏林证券交易所的交易周转率如此之高，以至于金融行业的簿记工作都跟不上了……交易所被迫每周关闭若干天，来处理积压订单。”“1922年夏季，世界上全部流通的马克大约有1900亿，而到了1923年11月，1900亿马克已经不够购买一份报纸或者一张电车票了。这是总崩溃看上去最惊人的部分，不过金钱财富损失的主体，发生的时间其实还要早得多。”“这些年来，整个结构一直在静静地向着总崩溃的方向自我建构。德国的通货膨胀周期不是持续了一年，而是整整九年，前面八年都是酝酿，只有一年是总崩溃。”布里的结论是，美国的2010年到2021年，也完全可能是同样的“酝酿期”，余下的问题只是：总崩溃何时来到？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371028873048208,"gmtCreate":1731597022177,"gmtModify":1731598705417,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"英国流氓名不虚传","listText":"英国流氓名不虚传","text":"英国流氓名不虚传","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371028873048208","repostId":"1188799949","repostType":2,"repost":{"id":"1188799949","pubTimestamp":1731574684,"share":"https://www.laohu8.com/m/news/1188799949?lang=&edition=full","pubTime":"2024-11-14 16:58","market":"us","language":"zh","title":"英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼","url":"https://stock-news.laohu8.com/highlight/detail?id=1188799949","media":"智通财经网","summary":"这并不是针对苹果的唯一一起竞争规则诉讼。","content":"<html><head></head><body><p>英国消费者组织Which?对苹果公司提起了价值30亿英镑的法律诉讼，指控其违反竞争法，通过低价锁定消费者于iCloud服务中。这场诉讼涉及过去九年内使用iCloud服务的约4000万英国苹果用户，若诉讼成功，他们可能获得赔偿。苹果公司则否认了这些指控，并表示用户有多种存储数据的选择，且数据转移简单。这起诉讼是大型科技公司在某些领域主导地位受到越来越严格审查的一个例证，也反映了全球范围内对苹果公司竞争规则相关诉讼的增加。</p><p style=\"text-align: justify;\">Which?已向英国竞争上诉法庭提起诉讼，指控苹果公司为其iCloud存储服务提供优惠待遇并“诱骗”苹果设备客户使用iCloud，从而违反了英国竞争法。该消费者组织指出，苹果鼓励其iOS用户注册iCloud存储，但同时使得使用其他云存储提供商变得困难。一旦iOS用户的数据超过免费的5GB限制，他们就必须为iCloud服务付费。Which?估计，个人消费者平均可能需要支付70英镑，具体取决于他们在这段时间内支付iCloud服务的时间长短。</p><p style=\"text-align: justify;\">Which?首席执行官安娜贝尔·霍尔特表示：“通过提出这一诉讼，Which?向苹果这样的大公司表明，它们不能欺骗英国消费者，否则将承担相应的后果。”她强调，这一法律行动旨在帮助消费者获得应得的赔偿，阻止将来发生类似行为，并创造一个更好、更具竞争力的市场。</p><p style=\"text-align: justify;\">Which?还声称苹果对iCloud订阅用户收取了过高的费用，并指出长期“锁定”这项服务可能会在价格、质量和选择方面付出巨大代价。由于苹果在手机和平板电脑市场占据主导地位，这种行为也为任何希望进入市场的新云服务提供商设置了障碍，阻碍了良性竞争。Which?声称，由此导致的竞争缺乏已导致消费者每年都要支付过高的费用。</p><p style=\"text-align: justify;\">该消费者组织要求向所有自2015年10月1日起使用iCloud服务的受影响Apple用户赔偿损失。这一行动之所以追溯到那个日期，是因为2015年《消费者权利法案》于那时生效，其中包括引入选择退出集体行动制度。集体诉讼是指代表受到共同事件或一系列事件影响的一群人提起的法律诉讼。Which?解释说，集体诉讼制度使其能够代表大量受到反竞争行为损害的人士。</p><p style=\"text-align: justify;\">Which?正在敦促苹果“通过向消费者退款并开放iOS以让用户真正选择云服务的方式解决这一索赔，而无需提起诉讼”。该消费者组织表示，下一步将获得竞争上诉法庭的许可，以代表身份行事，然后以集体方式进行诉讼。</p><p style=\"text-align: justify;\">苹果发言人表示：“苹果致力于为我们的客户提供更多选择。我们的用户不需要使用iCloud，许多用户都依赖各种第三方替代方案来存储数据。”“此外，我们努力使数据传输尽可能简单——无论是传输到iCloud还是其他服务。我们拒绝任何关于我们的iCloud做法违反竞争的说法，并将坚决抵制任何违反法律的索赔。”</p><p style=\"text-align: justify;\">值得一提的是，这并不是针对苹果提出的唯一一起与竞争规则有关的诉讼。据报道，去年美国的一项集体诉讼声称该科技公司通过垄断其设备用户的云存储向客户收取过高的费用。</p><p style=\"text-align: justify;\">与此同时，欧盟委员会6月份在初步调查结果中表示，苹果应用商店规则违反了《数字市场法案》(DMA)，“因为它们阻止应用程序开发商自由地引导消费者通过其他渠道获取优惠和内容”。</p><p style=\"text-align: justify;\">今年9月，欧盟委员会启动程序，“协助”苹果公司遵守其规定。上周，报道称，苹果公司将因对App Store的反垄断担忧而面临DMA规则下的第一笔罚款。</p></body></html>","source":"stock_zhitongcaijing","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>英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼</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英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 16:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1210887.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国消费者组织Which?对苹果公司提起了价值30亿英镑的法律诉讼，指控其违反竞争法，通过低价锁定消费者于iCloud服务中。这场诉讼涉及过去九年内使用iCloud服务的约4000万英国苹果用户，若诉讼成功，他们可能获得赔偿。苹果公司则否认了这些指控，并表示用户有多种存储数据的选择，且数据转移简单。这起诉讼是大型科技公司在某些领域主导地位受到越来越严格审查的一个例证，也反映了全球范围内对苹果公司...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1210887.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.zhitongcaijing.com/content/detail/1210887.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188799949","content_text":"英国消费者组织Which?对苹果公司提起了价值30亿英镑的法律诉讼，指控其违反竞争法，通过低价锁定消费者于iCloud服务中。这场诉讼涉及过去九年内使用iCloud服务的约4000万英国苹果用户，若诉讼成功，他们可能获得赔偿。苹果公司则否认了这些指控，并表示用户有多种存储数据的选择，且数据转移简单。这起诉讼是大型科技公司在某些领域主导地位受到越来越严格审查的一个例证，也反映了全球范围内对苹果公司竞争规则相关诉讼的增加。Which?已向英国竞争上诉法庭提起诉讼，指控苹果公司为其iCloud存储服务提供优惠待遇并“诱骗”苹果设备客户使用iCloud，从而违反了英国竞争法。该消费者组织指出，苹果鼓励其iOS用户注册iCloud存储，但同时使得使用其他云存储提供商变得困难。一旦iOS用户的数据超过免费的5GB限制，他们就必须为iCloud服务付费。Which?估计，个人消费者平均可能需要支付70英镑，具体取决于他们在这段时间内支付iCloud服务的时间长短。Which?首席执行官安娜贝尔·霍尔特表示：“通过提出这一诉讼，Which?向苹果这样的大公司表明，它们不能欺骗英国消费者，否则将承担相应的后果。”她强调，这一法律行动旨在帮助消费者获得应得的赔偿，阻止将来发生类似行为，并创造一个更好、更具竞争力的市场。Which?还声称苹果对iCloud订阅用户收取了过高的费用，并指出长期“锁定”这项服务可能会在价格、质量和选择方面付出巨大代价。由于苹果在手机和平板电脑市场占据主导地位，这种行为也为任何希望进入市场的新云服务提供商设置了障碍，阻碍了良性竞争。Which?声称，由此导致的竞争缺乏已导致消费者每年都要支付过高的费用。该消费者组织要求向所有自2015年10月1日起使用iCloud服务的受影响Apple用户赔偿损失。这一行动之所以追溯到那个日期，是因为2015年《消费者权利法案》于那时生效，其中包括引入选择退出集体行动制度。集体诉讼是指代表受到共同事件或一系列事件影响的一群人提起的法律诉讼。Which?解释说，集体诉讼制度使其能够代表大量受到反竞争行为损害的人士。Which?正在敦促苹果“通过向消费者退款并开放iOS以让用户真正选择云服务的方式解决这一索赔，而无需提起诉讼”。该消费者组织表示，下一步将获得竞争上诉法庭的许可，以代表身份行事，然后以集体方式进行诉讼。苹果发言人表示：“苹果致力于为我们的客户提供更多选择。我们的用户不需要使用iCloud，许多用户都依赖各种第三方替代方案来存储数据。”“此外，我们努力使数据传输尽可能简单——无论是传输到iCloud还是其他服务。我们拒绝任何关于我们的iCloud做法违反竞争的说法，并将坚决抵制任何违反法律的索赔。”值得一提的是，这并不是针对苹果提出的唯一一起与竞争规则有关的诉讼。据报道，去年美国的一项集体诉讼声称该科技公司通过垄断其设备用户的云存储向客户收取过高的费用。与此同时，欧盟委员会6月份在初步调查结果中表示，苹果应用商店规则违反了《数字市场法案》(DMA)，“因为它们阻止应用程序开发商自由地引导消费者通过其他渠道获取优惠和内容”。今年9月，欧盟委员会启动程序，“协助”苹果公司遵守其规定。上周，报道称，苹果公司将因对App 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17:09","market":"us","language":"zh","title":"美国传奇投资人跳楼自杀，坚持价值投资数十载","url":"https://stock-news.laohu8.com/highlight/detail?id=1146507377","media":"华尔街见闻","summary":"沃克斯是深度价值投资者，其管理的基金鼎盛时期规模曾达200亿美元。","content":"<p>作者：俞涛</p><p>据媒体报道，本周一下午，著名价值投资者沃克斯(Charles&nbsp;de&nbsp;Vaulx)被发现自杀身亡。这一消息令资产管理业界震惊不已。</p><p>纽约警方向巴伦周刊证实，沃克斯从曼哈顿一幢大楼的十层纵身跃下。</p><p>沃克斯是International&nbsp;value&nbsp;Advisors（以下简称IVA）的联合创始人。3月10日，IVA突然宣布将对基金进行清算并停止业务，并已于4月19日完成清算。</p><p>享年59岁的沃克斯是两个孩子的父亲，同时也是一名坚定价值投资者。在沃克斯漫长的职业生涯中， 他青睐投资被低估和冷门的股票，并且从未偏离过自己的深度价值投资方法。</p><p><img src=\"https://static.tigerbbs.com/fb72c1111e6804b28f2b1622933fe612\" tg-width=\"620\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p><p>但也因如此，其管理的基金在过去十年的收益率，大幅跑输市场上的成长型股票。</p><p>沃克斯和其他三名合伙人在2008年创立International value Advisors（以下简称IVA）之初，他们的价值投资方法在金融危机期间非常受欢迎。并且很快就吸引了大量资金。</p><p>根据晨星的数据，截至2010年底，IVA国际（IVIQX）已积累了23亿美元的资产，而IVA全球（IVWIX）已累计积累93亿美元。IVA在鼎盛时期管理的资产超过200亿美元，但截至去年底，IVA所管理的资金规模已缩减至8.63亿美元，有两位联合创始人也先后离开。</p><p>这位来自法国的基金经理，曾在2001年与其导师Jea Marie Eveillard共同被评为晨星公司的年度国际基金经理。2006年，他再次获得了该奖项的亚军。</p><p>其导师Eveillard也表示了对沃克斯的缅怀：我会永远怀念这个1987年在SoGen基金需要支持时，一直帮助我的实习生。沃克斯之后在First Eagle Funds的工作也一如既往。</p><p>First Eagle Fund的官网也表达了对沃克斯的致敬，他们表示：沃克斯在投资管理行业，和在那些与他合作过的人身上，留下了不可磨灭的印记。他也是First Eagle Fund价值团队的主要贡献者。</p><p>晨星公司的高级分析师Gregg Wolper如此形容沃克斯：</p><blockquote>他践行着自下而上的投资策略，他对公司进行深入的研究，并对这些公司的价值热情辩护。全球积累了十分高企的债务水平，无论是公司还是个人，而这些困扰着他。另外，市场上公司的估值都很高，使得沃克斯这一价值投资者在股市疯狂上涨时仍坚持持有现金。他之所以坚持这点，并不是因为他固执。而是他认为，这是保护股东们免受亏损的最佳投资方式。这是他在行使他的义务。</blockquote><p>但正是这些理念，令他赢得了业界的尊重。</p><p>GoodHaven资本的基金经理Larry Pitkowsky也称：</p><blockquote>Valux是一位有思想、有才华、纪律严明、规避风险的投资者，他同时也是众多资产管理公司的朋友。</blockquote><p>“沃克斯纵身一跃，归于自己的宿命，但价值已开始回归”，巴伦周刊如此写到。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国传奇投资人跳楼自杀，坚持价值投资数十载</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; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国传奇投资人跳楼自杀，坚持价值投资数十载\n</h2>\n\n<h4 class=\"meta\">\n\n2021-04-29 17:09 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：俞涛据媒体报道，本周一下午，著名价值投资者沃克斯(Charles de Vaulx)被发现自杀身亡。这一消息令资产管理业界震惊不已。纽约警方向巴伦周刊证实，沃克斯从曼哈顿一幢大楼的十层纵身跃下。沃克斯是International value Advisors（以下简称IVA）的联合创始人。3月10日，IVA突然宣布将对基金进行清算并停止业务，并已于4月19日完成清算。享年59岁的沃克斯是两个...</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/2267b427fdb940c6c89c4eba2323002d","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146507377","content_text":"作者：俞涛据媒体报道，本周一下午，著名价值投资者沃克斯(Charles de Vaulx)被发现自杀身亡。这一消息令资产管理业界震惊不已。纽约警方向巴伦周刊证实，沃克斯从曼哈顿一幢大楼的十层纵身跃下。沃克斯是International value Advisors（以下简称IVA）的联合创始人。3月10日，IVA突然宣布将对基金进行清算并停止业务，并已于4月19日完成清算。享年59岁的沃克斯是两个孩子的父亲，同时也是一名坚定价值投资者。在沃克斯漫长的职业生涯中， 他青睐投资被低估和冷门的股票，并且从未偏离过自己的深度价值投资方法。但也因如此，其管理的基金在过去十年的收益率，大幅跑输市场上的成长型股票。沃克斯和其他三名合伙人在2008年创立International value Advisors（以下简称IVA）之初，他们的价值投资方法在金融危机期间非常受欢迎。并且很快就吸引了大量资金。根据晨星的数据，截至2010年底，IVA国际（IVIQX）已积累了23亿美元的资产，而IVA全球（IVWIX）已累计积累93亿美元。IVA在鼎盛时期管理的资产超过200亿美元，但截至去年底，IVA所管理的资金规模已缩减至8.63亿美元，有两位联合创始人也先后离开。这位来自法国的基金经理，曾在2001年与其导师Jea Marie Eveillard共同被评为晨星公司的年度国际基金经理。2006年，他再次获得了该奖项的亚军。其导师Eveillard也表示了对沃克斯的缅怀：我会永远怀念这个1987年在SoGen基金需要支持时，一直帮助我的实习生。沃克斯之后在First Eagle Funds的工作也一如既往。First Eagle Fund的官网也表达了对沃克斯的致敬，他们表示：沃克斯在投资管理行业，和在那些与他合作过的人身上，留下了不可磨灭的印记。他也是First Eagle Fund价值团队的主要贡献者。晨星公司的高级分析师Gregg Wolper如此形容沃克斯：他践行着自下而上的投资策略，他对公司进行深入的研究，并对这些公司的价值热情辩护。全球积累了十分高企的债务水平，无论是公司还是个人，而这些困扰着他。另外，市场上公司的估值都很高，使得沃克斯这一价值投资者在股市疯狂上涨时仍坚持持有现金。他之所以坚持这点，并不是因为他固执。而是他认为，这是保护股东们免受亏损的最佳投资方式。这是他在行使他的义务。但正是这些理念，令他赢得了业界的尊重。GoodHaven资本的基金经理Larry Pitkowsky也称：Valux是一位有思想、有才华、纪律严明、规避风险的投资者，他同时也是众多资产管理公司的朋友。“沃克斯纵身一跃，归于自己的宿命，但价值已开始回归”，巴伦周刊如此写到。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329123674,"gmtCreate":1615215829398,"gmtModify":1703485838878,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"写的挺好，准备抄底了","listText":"写的挺好，准备抄底了","text":"写的挺好，准备抄底了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329123674","repostId":"1117449033","repostType":4,"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360619076,"gmtCreate":1613901265695,"gmtModify":1613901265695,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"此时投资高通，台积电算👌时机吗","listText":"此时投资高通，台积电算👌时机吗","text":"此时投资高通，台积电算👌时机吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360619076","repostId":"2112687847","repostType":4,"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}