Appler的个人主页 - 老虎社区

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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

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！

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

抱歉，原内容已删除

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

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

2021-01-27

目前是过渡期，有些股票短时机会大，有些风险大，但是时间拉长了一切都会会回归平静，把我价值主线，稳中求进的思路不会错

开盘：美股三大指数全线高开，Beyond Meat涨近40%

06-11

$特斯拉(TSLA)$ 让华尔街那班投机客输到卖房！

2023-09-15

小编**的搞笑，照你这种思路苹果早就破产N次了

抱歉，原内容已删除

2023-09-11

$特斯拉(TSLA)$ 特斯拉涨涨跌跌，把做空的大佬们都玩坏了，然后会一鼓作气往上冲

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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":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315759647129912,"gmtCreate":1718120593203,"gmtModify":1718120595404,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"支持马斯克，没有他特斯拉会暴跌，支持方案通过，股东们跟法拉第的股东比较一下就知道自己有多幸福了","listText":"支持马斯克，没有他特斯拉会暴跌，支持方案通过，股东们跟法拉第的股东比较一下就知道自己有多幸福了","text":"支持马斯克，没有他特斯拉会暴跌，支持方案通过，股东们跟法拉第的股东比较一下就知道自己有多幸福了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315759647129912","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315750242746712,"gmtCreate":1718118301278,"gmtModify":1718118302715,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>对特斯拉(TSLA)表态看多看空","text":"$特斯拉(TSLA)$ 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":894,"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},"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":"us","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":{"BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4127":"投资银行业与经纪业","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","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","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLA":"特斯拉","BK4592":"伊斯兰概念","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1551013342.USD":"Allianz Income and 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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":727,"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},"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":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219885988315280,"gmtCreate":1694712575752,"gmtModify":1694712577264,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小编**的搞笑，照你这种思路苹果早就破产N次了","listText":"小编**的搞笑，照你这种思路苹果早就破产N次了","text":"小编**的搞笑，照你这种思路苹果早就破产N次了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219885988315280","repostId":"2367018687","repostType":2,"repost":{"id":"2367018687","pubTimestamp":1694699460,"share":"https://www.laohu8.com/m/news/2367018687?lang=&edition=full","pubTime":"2023-09-14 21:51","market":"us","language":"zh","title":"被干掉的Lightning接口，曾让苹果每年躺赚百亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2367018687","media":"虎嗅网","summary":"被取代的Lightning接口，并非传统意义上的“弃子”。机身改为铝合金为主、屏幕首次突破 3.5 英寸，同时换掉了苹果使用长达9年的30针Dock，从此进入了Lightning（闪电）接口的十年。Lightning的两侧各有8个针脚，且不分正反面。和Lightning相比，同样的体积小巧、正反皆宜。该法案的通过，意味着苹果的Lightning接口将不再适用于欧盟的电子设备市场，苹果成为了受此次法案影响最大的公司之一。如今的iPad线上，也只有旧款iPad第九代保留了Lightning接口，其他已全部更换为Type-C。","content":"<html><body><article><p>北京时间9月13日凌晨，Apple秋季新品发布会上，iPhone 15系列正式官宣。手机发布，靴子落地，历史上第一个Type-C接口的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>手机就此诞生。</p><p>欧盟统一充电接口的计划谋算了近10年，苹果也几乎反对了10年。</p><p>2022年10月24日，欧洲理事会最终批准了“在欧盟范围内统一充电器接口”的法案，自2024年起部分消费电子产品必须提供单一的USB-C充电接口。</p><p>最后通牒放出，苹果不得不从。</p><p>被取代的Lightning接口，并非传统意义上的“弃子”。与之正相反，它是苹果紧紧咬死、恋恋不舍的一块“肥肉”。从Lightning到Type-C，苹果未来要如何应对？</p><p>从领先到落后，Lightning的十年</p><p>2012年9月12日，在美国旧金山芳草地会议中心，苹果发布了iPhone5，这是乔布斯逝世近一年后苹果发布的首款手机。机身改为铝合金为主、屏幕首次突破 3.5 英寸，同时换掉了苹果使用长达9年的30针Dock，从此进入了Lightning（闪电）接口的十年。</p><p><strong>尺寸是Lightning的巨大优势，它保留了30针Dock的大部分功能，但比原先的接口小了近80%，这也正是iPhone 5能比iPhone 4S薄20%的原因之一。</strong></p><p>Lightning的两侧各有8个针脚，且不分正反面。和当年俗称“安卓口”的Micro USB 2.0相比，针脚多了3个，还不用担心插反的问题，确实一度遥遥领先。</p><p>仅仅过了一年，Type-C就横空出世了。</p><p>Type-C的全称为USB Type-C。USB是一种输入输出接口的技术规范，被广泛应用于各类电子信息设备。我们早年常用的U盘，使用的技术是USB Type-A，后来被简称为USB。USB Type-C，则被简称为Type-C。</p><p><strong>USB Type-C规范由USB开发者论坛</strong>（USB-IF）发布，并于2014年8月完成。2014年，<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>于11月推出的N1平板采用了Type-C技术，Type-C第一次被运用在市场上。2015年，Type-C开始渐渐普及，许多新款的Android移动设备、笔记本电脑、台式机甚至是游戏机等3C设备开始使用这种连接端口。</p><p>和Lightning相比，同样的体积小巧、正反皆宜。不同的是，Type-C接口内足足有24个触点，不仅能满足充电、音视频传输等多个功能，数据传输速率上也都有极大的承载空间。采用了USB 3.1标准的Type-C，数据最大传输速率为10Gbps。而Lightning接口只能采用USB2.0，最高传输速率仅为480Mbps，差了整整20倍。</p><p>在充电效率上，Type-C接口支持高达100W的功率传输能力，而Lightning接口能支持的最大充电功率也不过是30W。两相对比，Type-C的成长性确实比Lightning好太多了。</p><p>Type-C的应用范围也非常广泛：不仅有电脑、手机、平板、存储硬盘、耳机、VR头显等各类电子设备，甚至还有牙刷、剃须刀、电风扇等日用品。</p><p>2022年，Type-C在全球USB<span>市场占有率</span>高达37%，年均复合增长率达29.7%，是全球使用最为广泛的充电和数据传输接口标准。华为、小米、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/SONY\">索尼</a>，多家电子厂商也全面拥抱Type-C。</p><p>除了不愿放弃Lightning的苹果。</p><p>欧盟统一令出，苹果成为“房间里的大象”</p><p>放弃Lightning接口对苹果来说是一个大工程，除了iPhone手机，Lightning接口还应用在AirPods耳机、部分的iPad平板电脑和Apple Pencil，以及苹果自家的鼠标键盘上。</p><p>只是苹果已经到了不得不做出这个决定的时刻。</p><p>2022年10月24日，欧洲理事会批准了“在欧盟范围内统一充电器接口”的法案。法案规定，到2024年底，在欧盟地区出售的智能手机、平板电脑、电子阅读器、键盘、电脑鼠标、GPS设备、数码相机、耳机、手持视频游戏机和便携式扬声器必须使用Type-C端口。2026年起，Type-C也将成为笔记本电脑充电器的标准接口。</p><p>欧盟表示，此举可以提高消费者的便利性，显著减少电子垃圾和不相容的充电器产品。在欧盟，废弃和未使用的充电器每年就能产生约1.1万吨的电子垃圾。</p><p>多年来，iPhone为苹果贡献了超过一半的营收，而欧洲则是苹果在美国本土之外最大的销售市场。该法案的通过，意味着苹果的Lightning接口将不再适用于欧盟的电子设备市场，苹果成为了受此次法案影响最大的公司之一。</p><p>由于安卓设备已经基本上完成了Type-C的统一，苹果无疑成为了“众矢之的”。欧洲议会议员阿吉乌斯·萨利巴在接受欧洲新闻采访时曾直言：“基本上，当谈到智能手机时，房间里的大象就是苹果。”</p><p>在法案通过前的10年里，欧洲议会就一直在呼吁委员会就通用充电器解决方案提出建议。而苹果扮演的一直是反对者的角色。在2019年欧盟正式提交该立法提案后，苹果曾警告称，此举将扼杀创新。在接受BBC的访问时，苹果表示，严格规定只能使用一种连接线会扼杀创新，反过来损害欧洲和世界各地的消费者。</p><p><strong>另一个苹果反对的理由是环保，一旦切换成新的充电接口，旧有的Lightning会被全部淘汰，对环境更不利。</strong></p><p>其实早在2020年新款iPhone12手机推出时，苹果就因为环保的原因取消了随机附赠充电头，表示不再附赠充电头可以减少与制造产品相关的采矿、包装等过程中的二氧化碳排放。</p><p>但事实是，苹果附赠了一条一头是Lightning，一头是Type-c的连接线，它与以往苹果的充电头并不匹配，造成充电头需求一度出现暴涨的局面。The Verge指出，苹果的举措并不能保护环境，单独购买充电头反而可能造成更多的包装垃圾和温室气体排放，但可以帮助苹果节约成本，使其每部手机的毛利润增加1%。</p><p><strong>苹果的抵触，并非出于对Type-C技术的不信任。恰恰相反，苹果正是Type-C的有力推动者之一。</strong></p><p>2015年，苹果推出了首款配备Type-C接口的MacBook笔记本电脑，砍掉了Magsafe、USB-A和雷电2等接口，轻薄的机身最厚的地方只有13.1mm。在2016年的MacBook Pro上更是史无前例地采用了全C口设计。</p><p>在另一款产品iPad平板电脑上，苹果也在2018年将高端线iPad Pro的接口从Lightning换成了Type-C，带来的是更快的传输速度和更大的扩展性。如今的iPad线上，也只有旧款iPad第九代保留了Lightning接口，其他已全部更换为Type-C。</p><p>为什么苹果迟迟不对占了超过一半营收的iPhone下手？因为Lightning能赚的钱，实在是太多了。</p><p>小接口，大蛋糕，MFi认证收来的“苹果税”</p><p><strong>每一条Lightning接口的连接线插头内，都隐藏着一颗MFi认证芯片。</strong>MFi认证，“Made for iPhone/iPod/iPad”，是苹果公司授权第三方厂商生产外置配件的使用许可证明。</p><p>这颗小小的MFi认证芯片，既是安全质量认证芯片，又是身份识别芯片。与iPhone连接后，系统会读取该芯片，以确认是否获得官方授权。使用没有获得授权的连接线，就会收到如下图所示的弹窗，并且无法保证充电的速度，也可能充得很慢甚至完全充不进去。</p><p>为了生产一条能苹果被认证的连接线，第三方配件厂商首先要为芯片付费。原装MFi认证芯片的采购价格约为每片2-3美元，加上关税、物流和加工，产品成本可达20元或30元。</p><p>除了硬件费用，厂商还需要每年向苹果缴纳MFi授权费和工厂审核费。MFi会员年费为每年99美元，工厂审核费用为每次2060美元，目前共有417个MFi授权制造商。</p><p><strong>但交钱只是MFi认证过程中最简单的一环。</strong></p><p>据《每日经济新闻》报道，一家生产数据线的企业想要申请MFi认证，底线是必须拥有自建工厂、工厂不能小于2000平方米、工人不能低于50个以及有ERP系统；在申请的过程中，需要反复修改产品设计直到所有参数都达到苹果的标准，这个过程大概需要3~5个月。但认证的通过率据说仅有2%。</p><p>在认证通过、产品出炉、进入售卖环节后，每卖出一根MFi认证连接线，苹果还要收取部分佣金。2010年彭博社报道称，苹果公司还从第三方配件制造商销售的每件MFi配件中抽取20%至25%的提成。<strong>根据Apple Insider的粗略计算，一根Lightning线上的“苹果税”</strong>（MFi认证+芯片+抽成），可以占到连接线价格的一半。</p><p>苹果官网显示，一条原装手机连接线的售价为145元人民币。按照2022年苹果手机出货量2.25亿台计算，仅iPhone连接线这部分产业的体量，在中国就超300亿元。</p><p>苹果2022年财报显示，可穿戴设备、家居和附件类别的合计营收为412亿美元，占总营收的10.5%。这一类目不仅含有各类型的充电线、连接线、电源适配器，还有AirPods、Apple Watch、HomePod、Apple TV等产品。《每日邮报》曾估算过，苹果每年通过销售Lightning线缆和MFi证书赚取约50亿美元。</p><p>尽管苹果在财报当中没有公布MFi所带来的具体收入，根据已上市的配件厂商财报，我们得以窥见MFi认证体系收入的冰山一角。以通过了MFi认证的国产品牌<a href=\"https://laohu8.com/S/300866\">安克创新</a>为例，在过去间两年该企业的营收都超过了100亿人民币，其2023年上半年营收为70.66亿元，充电品类的收入为34.8亿元。</p><p>这是一块巨大的蛋糕，苹果不可能放弃。</p><p>苹果躺赚梦醒，百亿利润流向何方？</p><p>虽然苹果换上了Type-C，但这不意味着我们攒的“安卓线”就能通用了。此前iPad改用Type-C时，就有网友发现自己的安卓充电线充不了苹果。据21世纪经济报道，富士康已经开始大规模生产含有MFi认证的Type-C线。</p><p>普通的Type-C线和共享充电宝自带的Type-C线，究竟能不能给iPhone15充电，在9月22日正式开售前也仍是未知数。“甲子光年”致电了苹果客服，只得到了“不建议使用未经认证的第三方数据线进行充电”的官方回答。</p><p><strong>如果苹果铤而走险，决定以MFi的形式，限制第三方线缆的功能或充电速度，有可能会被欧盟视为违法行为。</strong></p><p>欧盟委员会曾警告苹果公司，在改变充电插头技术时，不要让某些功能仅适用于原装苹果电缆。据《德国新闻社》报道，欧盟工业委员蒂埃里·布雷顿（Thierry Breton）曾在一封信中向苹果发出警告，明确指出“对于充电器互动的限制是不可接受的”。布雷顿还表示：“不符合统一充电器要求的设备将不允许进入欧盟市场。”</p><p>受限于欧盟的法规，即使没有认证的数据线大概率还是可以使用的。如果第三方数据线可以满足需求，消费者是否还会为苹果认证数据线的高昂溢价买单？配件厂商是否还会延续之前的生产规模？这些都成为了未知数。</p><p>虽然对于整个苹果公司而言，接口迭代带来的收入变动尚不明显，占总营收的比重也相对有限，但长远来看，Apple经营多年的MFi生态帝国正在逐渐瓦解，被苹果攥在手中的百亿利润也将逐步流失。</p><p><strong>对更多中国配件厂商来说，这或许是一件好事。</strong></p><p>iPhone接口的迭代，将为市场带来大量的Type-C订单。可以预见的是，AirPods等其他产品，未来也将逐渐拥抱Type-C，这无疑将助推Type-C市场的进一步增长。</p><p>2021年全球USB-C连接器市场销售额达到了22亿美元，预计2028年将达到106亿美元。恒州博智统计显示，目前中国是全球最大的USB-C连接器市场，占有大约60%的市场份额。</p><p>中国工信部也进行了相应的部署。今年1月10日，工信部官网发布文件表示，大力推进充电接口、技术融合，有利于降低电子垃圾，提高资源利用效率。目前，我国USB-C相关产业链和生态链已初步形成。随着更多Type-C订单的涌入，传统接口厂商将有机会实现进一步的转型升级，同时也将带动充电器工厂、线缆工厂、电源芯片、协议芯片、变压器等产业链的协同发展。</p><p>显而易见的是，未来国内Type-C接口产业链无疑将随着苹果的转变而迎来一波增长需求。但这对苹果来说，百亿利润却正在从这小小的接口流失。</p><p>变局之下，如何在Type-C时代找到新的创收点，是摆在苹果面前必须回答的一道难题。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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被干掉的Lightning接口，曾让苹果每年躺赚百亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-14 21:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023091421550683e2e4b3&s=b><strong>虎嗅网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间9月13日凌晨，Apple秋季新品发布会上，iPhone 15系列正式官宣。手机发布，靴子落地，历史上第一个Type-C接口的苹果手机就此诞生。欧盟统一充电接口的计划谋算了近10年，苹果也几乎反对了10年。2022年10月24日，欧洲理事会最终批准了“在欧盟范围内统一充电器接口”的法案，自2024年起部分消费电子产品必须提供单一的USB-C充电接口。最后通牒放出，苹果不得不从。被取代的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023091421550683e2e4b3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4581":"高盛持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4512":"苹果概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE 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Type-C规范由USB开发者论坛（USB-IF）发布，并于2014年8月完成。2014年，诺基亚于11月推出的N1平板采用了Type-C技术，Type-C第一次被运用在市场上。2015年，Type-C开始渐渐普及，许多新款的Android移动设备、笔记本电脑、台式机甚至是游戏机等3C设备开始使用这种连接端口。和Lightning相比，同样的体积小巧、正反皆宜。不同的是，Type-C接口内足足有24个触点，不仅能满足充电、音视频传输等多个功能，数据传输速率上也都有极大的承载空间。采用了USB 3.1标准的Type-C，数据最大传输速率为10Gbps。而Lightning接口只能采用USB2.0，最高传输速率仅为480Mbps，差了整整20倍。在充电效率上，Type-C接口支持高达100W的功率传输能力，而Lightning接口能支持的最大充电功率也不过是30W。两相对比，Type-C的成长性确实比Lightning好太多了。Type-C的应用范围也非常广泛：不仅有电脑、手机、平板、存储硬盘、耳机、VR头显等各类电子设备，甚至还有牙刷、剃须刀、电风扇等日用品。2022年，Type-C在全球USB市场占有率高达37%，年均复合增长率达29.7%，是全球使用最为广泛的充电和数据传输接口标准。华为、小米、三星、索尼，多家电子厂商也全面拥抱Type-C。除了不愿放弃Lightning的苹果。欧盟统一令出，苹果成为“房间里的大象”放弃Lightning接口对苹果来说是一个大工程，除了iPhone手机，Lightning接口还应用在AirPods耳机、部分的iPad平板电脑和Apple Pencil，以及苹果自家的鼠标键盘上。只是苹果已经到了不得不做出这个决定的时刻。2022年10月24日，欧洲理事会批准了“在欧盟范围内统一充电器接口”的法案。法案规定，到2024年底，在欧盟地区出售的智能手机、平板电脑、电子阅读器、键盘、电脑鼠标、GPS设备、数码相机、耳机、手持视频游戏机和便携式扬声器必须使用Type-C端口。2026年起，Type-C也将成为笔记本电脑充电器的标准接口。欧盟表示，此举可以提高消费者的便利性，显著减少电子垃圾和不相容的充电器产品。在欧盟，废弃和未使用的充电器每年就能产生约1.1万吨的电子垃圾。多年来，iPhone为苹果贡献了超过一半的营收，而欧洲则是苹果在美国本土之外最大的销售市场。该法案的通过，意味着苹果的Lightning接口将不再适用于欧盟的电子设备市场，苹果成为了受此次法案影响最大的公司之一。由于安卓设备已经基本上完成了Type-C的统一，苹果无疑成为了“众矢之的”。欧洲议会议员阿吉乌斯·萨利巴在接受欧洲新闻采访时曾直言：“基本上，当谈到智能手机时，房间里的大象就是苹果。”在法案通过前的10年里，欧洲议会就一直在呼吁委员会就通用充电器解决方案提出建议。而苹果扮演的一直是反对者的角色。在2019年欧盟正式提交该立法提案后，苹果曾警告称，此举将扼杀创新。在接受BBC的访问时，苹果表示，严格规定只能使用一种连接线会扼杀创新，反过来损害欧洲和世界各地的消费者。另一个苹果反对的理由是环保，一旦切换成新的充电接口，旧有的Lightning会被全部淘汰，对环境更不利。其实早在2020年新款iPhone12手机推出时，苹果就因为环保的原因取消了随机附赠充电头，表示不再附赠充电头可以减少与制造产品相关的采矿、包装等过程中的二氧化碳排放。但事实是，苹果附赠了一条一头是Lightning，一头是Type-c的连接线，它与以往苹果的充电头并不匹配，造成充电头需求一度出现暴涨的局面。The Verge指出，苹果的举措并不能保护环境，单独购买充电头反而可能造成更多的包装垃圾和温室气体排放，但可以帮助苹果节约成本，使其每部手机的毛利润增加1%。苹果的抵触，并非出于对Type-C技术的不信任。恰恰相反，苹果正是Type-C的有力推动者之一。2015年，苹果推出了首款配备Type-C接口的MacBook笔记本电脑，砍掉了Magsafe、USB-A和雷电2等接口，轻薄的机身最厚的地方只有13.1mm。在2016年的MacBook Pro上更是史无前例地采用了全C口设计。在另一款产品iPad平板电脑上，苹果也在2018年将高端线iPad Pro的接口从Lightning换成了Type-C，带来的是更快的传输速度和更大的扩展性。如今的iPad线上，也只有旧款iPad第九代保留了Lightning接口，其他已全部更换为Type-C。为什么苹果迟迟不对占了超过一半营收的iPhone下手？因为Lightning能赚的钱，实在是太多了。小接口，大蛋糕，MFi认证收来的“苹果税”每一条Lightning接口的连接线插头内，都隐藏着一颗MFi认证芯片。MFi认证，“Made for iPhone/iPod/iPad”，是苹果公司授权第三方厂商生产外置配件的使用许可证明。这颗小小的MFi认证芯片，既是安全质量认证芯片，又是身份识别芯片。与iPhone连接后，系统会读取该芯片，以确认是否获得官方授权。使用没有获得授权的连接线，就会收到如下图所示的弹窗，并且无法保证充电的速度，也可能充得很慢甚至完全充不进去。为了生产一条能苹果被认证的连接线，第三方配件厂商首先要为芯片付费。原装MFi认证芯片的采购价格约为每片2-3美元，加上关税、物流和加工，产品成本可达20元或30元。除了硬件费用，厂商还需要每年向苹果缴纳MFi授权费和工厂审核费。MFi会员年费为每年99美元，工厂审核费用为每次2060美元，目前共有417个MFi授权制造商。但交钱只是MFi认证过程中最简单的一环。据《每日经济新闻》报道，一家生产数据线的企业想要申请MFi认证，底线是必须拥有自建工厂、工厂不能小于2000平方米、工人不能低于50个以及有ERP系统；在申请的过程中，需要反复修改产品设计直到所有参数都达到苹果的标准，这个过程大概需要3~5个月。但认证的通过率据说仅有2%。在认证通过、产品出炉、进入售卖环节后，每卖出一根MFi认证连接线，苹果还要收取部分佣金。2010年彭博社报道称，苹果公司还从第三方配件制造商销售的每件MFi配件中抽取20%至25%的提成。根据Apple Insider的粗略计算，一根Lightning线上的“苹果税”（MFi认证+芯片+抽成），可以占到连接线价格的一半。苹果官网显示，一条原装手机连接线的售价为145元人民币。按照2022年苹果手机出货量2.25亿台计算，仅iPhone连接线这部分产业的体量，在中国就超300亿元。苹果2022年财报显示，可穿戴设备、家居和附件类别的合计营收为412亿美元，占总营收的10.5%。这一类目不仅含有各类型的充电线、连接线、电源适配器，还有AirPods、Apple Watch、HomePod、Apple TV等产品。《每日邮报》曾估算过，苹果每年通过销售Lightning线缆和MFi证书赚取约50亿美元。尽管苹果在财报当中没有公布MFi所带来的具体收入，根据已上市的配件厂商财报，我们得以窥见MFi认证体系收入的冰山一角。以通过了MFi认证的国产品牌安克创新为例，在过去间两年该企业的营收都超过了100亿人民币，其2023年上半年营收为70.66亿元，充电品类的收入为34.8亿元。这是一块巨大的蛋糕，苹果不可能放弃。苹果躺赚梦醒，百亿利润流向何方？虽然苹果换上了Type-C，但这不意味着我们攒的“安卓线”就能通用了。此前iPad改用Type-C时，就有网友发现自己的安卓充电线充不了苹果。据21世纪经济报道，富士康已经开始大规模生产含有MFi认证的Type-C线。普通的Type-C线和共享充电宝自带的Type-C线，究竟能不能给iPhone15充电，在9月22日正式开售前也仍是未知数。“甲子光年”致电了苹果客服，只得到了“不建议使用未经认证的第三方数据线进行充电”的官方回答。如果苹果铤而走险，决定以MFi的形式，限制第三方线缆的功能或充电速度，有可能会被欧盟视为违法行为。欧盟委员会曾警告苹果公司，在改变充电插头技术时，不要让某些功能仅适用于原装苹果电缆。据《德国新闻社》报道，欧盟工业委员蒂埃里·布雷顿（Thierry Breton）曾在一封信中向苹果发出警告，明确指出“对于充电器互动的限制是不可接受的”。布雷顿还表示：“不符合统一充电器要求的设备将不允许进入欧盟市场。”受限于欧盟的法规，即使没有认证的数据线大概率还是可以使用的。如果第三方数据线可以满足需求，消费者是否还会为苹果认证数据线的高昂溢价买单？配件厂商是否还会延续之前的生产规模？这些都成为了未知数。虽然对于整个苹果公司而言，接口迭代带来的收入变动尚不明显，占总营收的比重也相对有限，但长远来看，Apple经营多年的MFi生态帝国正在逐渐瓦解，被苹果攥在手中的百亿利润也将逐步流失。对更多中国配件厂商来说，这或许是一件好事。iPhone接口的迭代，将为市场带来大量的Type-C订单。可以预见的是，AirPods等其他产品，未来也将逐渐拥抱Type-C，这无疑将助推Type-C市场的进一步增长。2021年全球USB-C连接器市场销售额达到了22亿美元，预计2028年将达到106亿美元。恒州博智统计显示，目前中国是全球最大的USB-C连接器市场，占有大约60%的市场份额。中国工信部也进行了相应的部署。今年1月10日，工信部官网发布文件表示，大力推进充电接口、技术融合，有利于降低电子垃圾，提高资源利用效率。目前，我国USB-C相关产业链和生态链已初步形成。随着更多Type-C订单的涌入，传统接口厂商将有机会实现进一步的转型升级，同时也将带动充电器工厂、线缆工厂、电源芯片、协议芯片、变压器等产业链的协同发展。显而易见的是，未来国内Type-C接口产业链无疑将随着苹果的转变而迎来一波增长需求。但这对苹果来说，百亿利润却正在从这小小的接口流失。变局之下，如何在Type-C时代找到新的创收点，是摆在苹果面前必须回答的一道难题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219867223142544,"gmtCreate":1694707994412,"gmtModify":1694707995271,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>每次卖出后都大涨[呆住]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>每次卖出后都大涨[呆住]&nbsp;","text":"$特斯拉(TSLA)$ 每次卖出后都大涨[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219867223142544","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219866825584776,"gmtCreate":1694707892923,"gmtModify":1694707894594,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"特斯拉让空头们吃尽苦头，拍电影都不敢这么拍[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"特斯拉让空头们吃尽苦头，拍电影都不敢这么拍[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"特斯拉让空头们吃尽苦头，拍电影都不敢这么拍[开心] [开心] [开心] [开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219866825584776","repostId":"2367250832","repostType":2,"repost":{"id":"2367250832","pubTimestamp":1694673777,"share":"https://www.laohu8.com/m/news/2367250832?lang=&edition=full","pubTime":"2023-09-14 14:42","market":"us","language":"zh","title":"又遭空头狙击！特斯拉连续三个月位居美国大盘股做空榜榜首","url":"https://stock-news.laohu8.com/highlight/detail?id=2367250832","media":"智通财经","summary":"智通财经APP获悉，证券公司Hazeltree在最近的一份新报告中发现，特斯拉是上个月美股市场上被做空最多的大盘股。根据这家追踪全球1.2万只股票的证券公司的数据，这家由埃隆·马斯克领导的电动汽车制造商连续第三个月位居大盘股做空榜榜首，位列二和第三的分别是特许通讯和苹果。不过，最近有报道称盖茨曾为做空特斯拉向马斯克道歉。与之相反的是，摩根士丹利近日发布了看涨特斯拉的研究报告，并将该股评级上调至“增持”。","content":"<html><head></head><body><p>证券公司Hazeltree在最近的一份新报告中发现，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)是上个月美股市场上被做空最多的大盘股。根据这家追踪全球1.2万只股票的证券公司的数据，这家由埃隆·马斯克领导的电动汽车制造商连续第三个月位居大盘股做空榜榜首，位列二和第三的分别是<a href=\"https://laohu8.com/S/CHTR\">特许通讯</a>(CHTR.US)和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)。</p><p>事实上，特斯拉长期以来一直是被做空最多的美股之一，甚至连前世界首富比尔·盖茨都曾做空该公司。</p><p>不过，最近有报道称盖茨曾为做空特斯拉向马斯克道歉。马斯克周一在X社交平台上对此回应道：“像盖茨那样做空特斯拉，只有在公司破产的情况下才能获得最高的回报!几年前，当我们的公司处于最疲软时刻时，盖茨对特斯拉的死亡押下了巨大的赌注。如此巨大的空头头寸也会导致普通投资者的股票下跌。”</p><p>马斯克补充道：“据我所知，盖茨仍然在做空特斯拉。应该有人问问他是否这样。盖茨的缺乏自我意识和虚伪是令人难以置信的，他居然有胆量让我捐款给他的大多是做做样子的环保事业，同时又打算从特斯拉的倒闭中获利5亿美元。”</p><p>与之相反的是，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>近日发布了看涨特斯拉的研究报告，并将该股评级上调至“增持”。研报发布后，该股股价周一飙升逾10%。</p><p>摩根士丹利认为，特斯拉拥有巨大的上升潜力，原因在于其超级计算机Dojo，该行认为这一技术可以为公司的市值再增加5000亿美元。</p><p>分析师Adam Jonas表示：“在我们看来，推动<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)的AWS服务达到公司70%的总EBIT的力量同样适用于特斯拉，并且，这将帮助其开拓新的、远远超出以固定价格销售汽车范围的潜在市场。”</p><p>“我们相信，Dojo可以为特斯拉的企业价值增加5000亿美元，这可以通过在移动出行(Robotaxi)和网络服务方面更快的采用率来体现。”</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>又遭空头狙击！特斯拉连续三个月位居美国大盘股做空榜榜首</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{ 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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又遭空头狙击！特斯拉连续三个月位居美国大盘股做空榜榜首\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-14 14:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/994715.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>证券公司Hazeltree在最近的一份新报告中发现，特斯拉(TSLA.US)是上个月美股市场上被做空最多的大盘股。根据这家追踪全球1.2万只股票的证券公司的数据，这家由埃隆·马斯克领导的电动汽车制造商连续第三个月位居大盘股做空榜榜首，位列二和第三的分别是特许通讯(CHTR.US)和苹果(AAPL.US)。事实上，特斯拉长期以来一直是被做空最多的美股之一，甚至连前世界首富比尔·盖茨都曾做空该公司。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/994715.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4588":"碎股","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4574":"无人驾驶","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" 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ACC","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"http://www.zhitongcaijing.com/content/detail/994715.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367250832","content_text":"证券公司Hazeltree在最近的一份新报告中发现，特斯拉(TSLA.US)是上个月美股市场上被做空最多的大盘股。根据这家追踪全球1.2万只股票的证券公司的数据，这家由埃隆·马斯克领导的电动汽车制造商连续第三个月位居大盘股做空榜榜首，位列二和第三的分别是特许通讯(CHTR.US)和苹果(AAPL.US)。事实上，特斯拉长期以来一直是被做空最多的美股之一，甚至连前世界首富比尔·盖茨都曾做空该公司。不过，最近有报道称盖茨曾为做空特斯拉向马斯克道歉。马斯克周一在X社交平台上对此回应道：“像盖茨那样做空特斯拉，只有在公司破产的情况下才能获得最高的回报!几年前，当我们的公司处于最疲软时刻时，盖茨对特斯拉的死亡押下了巨大的赌注。如此巨大的空头头寸也会导致普通投资者的股票下跌。”马斯克补充道：“据我所知，盖茨仍然在做空特斯拉。应该有人问问他是否这样。盖茨的缺乏自我意识和虚伪是令人难以置信的，他居然有胆量让我捐款给他的大多是做做样子的环保事业，同时又打算从特斯拉的倒闭中获利5亿美元。”与之相反的是，摩根士丹利近日发布了看涨特斯拉的研究报告，并将该股评级上调至“增持”。研报发布后，该股股价周一飙升逾10%。摩根士丹利认为，特斯拉拥有巨大的上升潜力，原因在于其超级计算机Dojo，该行认为这一技术可以为公司的市值再增加5000亿美元。分析师Adam Jonas表示：“在我们看来，推动亚马逊(AMZN.US)的AWS服务达到公司70%的总EBIT的力量同样适用于特斯拉，并且，这将帮助其开拓新的、远远超出以固定价格销售汽车范围的潜在市场。”“我们相信，Dojo可以为特斯拉的企业价值增加5000亿美元，这可以通过在移动出行(Robotaxi)和网络服务方面更快的采用率来体现。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219601454096488,"gmtCreate":1694651310423,"gmtModify":1694651311522,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>任正非在记者专访中说，他们一家人都用苹果，所以不用对比华为和苹果手机，跟着华为老大就行[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>任正非在记者专访中说，他们一家人都用苹果，所以不用对比华为和苹果手机，跟着华为老大就行[开心]&nbsp;","text":"$苹果(AAPL)$ 任正非在记者专访中说，他们一家人都用苹果，所以不用对比华为和苹果手机，跟着华为老大就行[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219601454096488","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219600911511592,"gmtCreate":1694651050322,"gmtModify":1694651052154,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>空头太不给力了，快砸呀，我等着上车呢，急死人了都……","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>空头太不给力了，快砸呀，我等着上车呢，急死人了都……","text":"$苹果(AAPL)$ 空头太不给力了，快砸呀，我等着上车呢，急死人了都……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219600911511592","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219450680840288,"gmtCreate":1694614500206,"gmtModify":1694614501729,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小编带节奏，哪一年发布新机后不是下跌？","listText":"小编带节奏，哪一年发布新机后不是下跌？","text":"小编带节奏，哪一年发布新机后不是下跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219450680840288","repostId":"2367711514","repostType":2,"repost":{"id":"2367711514","pubTimestamp":1694608140,"share":"https://www.laohu8.com/m/news/2367711514?lang=&edition=full","pubTime":"2023-09-13 20:29","market":"hk","language":"zh","title":"iPhone15来了却被嫌创新不足 苹果携“朋友圈”股价齐跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2367711514","media":"金融投资报","summary":"北京时间9月13日凌晨1点，一年一度的苹果发布会再次成为关注焦点。本次苹果发布会的主题为“Wonderlust（好奇心上头）”，会上主要发布了iPhone15系列的四款新品手机，以及Series9、Ultra2两款新品手表。然而在发布会当天，苹果公司的股价不涨反跌，并带动部分产业链公司股价随之下跌。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p> <p>　　北京时间9月13日凌晨1点，一年一度的<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>发布会再次成为关注焦点。本次<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>发布会的主题为“Wonderlust（好奇心上头）”，会上主要发布了iPhone15系列的四款新品手机，以及Series9、Ultra2两款新品手表。 </p> <p>　　<strong>然而在发布会当天，<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>公司的股价不涨反跌，并带动部分产业链公司股价随之下跌。在部分观点看来，这或与苹果新品创新不及预期，其他品牌竞品加剧行业竞争等多重因素有关。</strong></p> <p><strong>iPhone15引果粉吐槽</strong></p><p>　　苹果新手机iPhone15系列的多个变化受到关注。</p> <p>　　<strong>具体来看，iPhone手机接口从此前的Lightning（闪电）接口，改为了USB-C接口，可与部分安卓手机通用；在前一个系列仅支持iPhone14Pro的“灵动岛”设计，到iPhone15变为全系列可以通用；iPhone15Pro等高端版本手机采用的A17Pro芯片，为业界首款3nm制程芯片；同时，卫星通信（非卫星通话）、“可自定义”物理按键、钛金属边框设计等也成为部分网友的热议话题。</strong></p> <p>　　性能、功能、材质等有所变化，背后则是产品的价格再度提升。苹果官网显示，最基础的iPhone15国行起售价为5999元，而最贵的iPhone15ProMax国行起售价为9999元，其中顶配版售价高达13999元。</p> <p>　　此外，由于新款iPhone不再支持此前通用的闪电接口，因此旧充电线要接新手机需要额外转换器，而相关产品在苹果官网售价为243元。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25723226145742109796_w316h492.jpg\"/></center><p><strong>据苹果官网</strong></p><p>　　9月13日，金融投资报记者前往位于成都太古里的苹果门店发现，虽然iPhone15的正式发售要在15日以后，但不少顾客也会在iPhone14系列的展示桌前驻足。<strong>店内工作人员告诉记者，不少旧款手机目前都已降价，如iPhone14基础版本就降价了600元，因此前来咨询、购买的顾客多了不少。</strong></p> <p><strong>大量顾客关注降价后的老款手机</strong></p><p>　　回顾此前，苹果发布会的各种创新，被不少科技爱好者视为“科技圈春晚”。<strong>然而，今年的苹果新品却引来了大量网友类似“亮点有限”“价格巨贵”“卖环保多过卖创新”等吐槽。</strong></p> <p>　　在部分网友看来，全系列灵动岛设计有创新但不多，前面的14Pro已经玩很久了；Lightning接口换成USB-C接口，安卓用了多年，更像“反创新”；而芯片、颜色、材质等虽有亮点，但与其说是创新，不如说是堆性能、堆外观，然后把成本揉进继续上涨的售价当中。</p> <p>　　包括在发布会前就预测iPhone15“不会有什么区别”的罗永浩，也在发布会后称，“毫无新意我是不同意的，至少闪念胶囊就抄得很好”，暗指iPhone15少有的创新抄袭自锤子科技的“闪念胶囊”功能。</p> <p><strong>苹果总市值跌破2.8万亿美元</strong></p><p>　　虽然新品发布会引发了广泛关注，但苹果公司的股价却不涨反跌。<strong>截至发布会当天收盘，苹果公司股价下跌1.71%，报176.3美元，总市值一夜蒸发超470亿美元（约3400亿人民币），跌破2.8万亿美元。</strong></p> <p>　　对于苹果股价的下行，不少市场人士表示，其股价下跌与不少人热议的“创新不足”存在关联。</p> <p>　　<strong>“此次新推出的手机显著更新不多，但价格有所上调，低于此前市场预期。”香颂资本董事沈萌对金融投资报记者表示，近期多重不利因素叠加，可能会造成苹果未来<span>业绩</span>的下滑。</strong></p> <p>　　此外，虽然苹果新品应用的3nm芯片十分先进，但根据近期消息，苹果将从<span><a href=\"https://laohu8.com/S/QCOM\">高通</a></span><span></span>获得5G调制解调器（基带芯片）的协议延长了三年，意味着其自研基带芯片进展不及预期。</p> <p>　　也有观点认为，在近期华为抢先发售新机Mate60Pro并遭到市场热捧后，iPhone15的销售情况可能会受到一定影响。</p> <p>　　事实上，在部分机构给出的预测当中，苹果新机的销量被进一步下调。瑞银<span>证券</span><span></span>报告显示，苹果iPhone15系列新机出货量由8000-9000万下调至7800万。</p> <p><strong>A股<span>苹果概念</span><span></span>股集体下滑</strong></p><p>　　在苹果发布会后，相关A股上市公司表现同样不佳。</p> <p>　　<strong>据Wind数据显示，截至13日收盘，除<span><a href=\"https://laohu8.com/S/603986\">兆易创新</a></span><span></span>微涨1.19%，<span><a href=\"https://laohu8.com/S/002426\">胜利精密</a></span><span></span>走平外，相关<span href=\"http://quote.eastmoney.com/unify/r/90.BK0666\" target=\"_blank\" web=\"1\">苹果概念</span>股大都出现了下跌，其中<span><a href=\"https://laohu8.com/S/603626\">科森科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688097\">博众精工</a></span><span></span>跌超5%，<span><a href=\"https://laohu8.com/S/002384\">东山精密</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300410\">正业科技</a></span><span></span>、科锐技术、<span><a href=\"https://laohu8.com/S/600584\">长电科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002475\">立讯精密</a></span><span></span>等跌超4%。</strong></p> <p>　　对于果链上市公司的后续机会，也有机构将目光放在了iPhone之外。如平安<span href=\"http://quote.eastmoney.com/unify/r/90.BK0473\" target=\"_blank\" web=\"1\">证券</span><span>研报</span>指出，<strong>苹果新品发布硬件升级有限，关注AR/VR等新应用。</strong>预计中长期AR/VR等新产品将逐步崛起，建议关注<span><a href=\"https://laohu8.com/S/01415\">高伟电子</a></span>、<span><a href=\"https://laohu8.com/S/002273\">水晶光电</a></span><span></span>、<span><a href=\"https://laohu8.com/S/601138\">工业富联</a></span><span></span>、<span href=\"http://quote.eastmoney.com/unify/r/0.002475\" target=\"_blank\" web=\"1\">立讯精密</span>、<span href=\"http://quote.eastmoney.com/unify/r/0.002384\" target=\"_blank\" web=\"1\">东山精密</span>、<span><a href=\"https://laohu8.com/S/002938\">鹏鼎控股</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002600\">领益智造</a></span><span></span>等。</p> <p>　　此外，由于苹果新品的钛金属设计有创新，因此钛合金<span>3D打印</span><span></span>等相关概念受到机构关注。如<span><a href=\"https://laohu8.com/S/600030\">中信证券</a></span><span></span>表示，受益于钛合金在轻量化、高强度、耐腐蚀等方面的优势，主要<span>消费电子</span><span></span>厂商纷纷展开布局，<strong>钛合金在<span href=\"http://quote.eastmoney.com/unify/r/90.BK1037\" target=\"_blank\" web=\"1\">消费电子</span>行业的渗透有望提速。</strong>建议关注钛材供应商的<span><a href=\"https://laohu8.com/S/00826\">天工国际</a></span>，加工环节的<span><a href=\"https://laohu8.com/S/688333\">铂力特</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688433\">华曙高科</a></span><span></span>、<span><a href=\"https://laohu8.com/S/301377\">鼎泰高科</a></span><span></span>，后处理环节的<span><a href=\"https://laohu8.com/S/300606\">金太阳</a></span><span></span>。</p><p>（文章来源：金融投资报）</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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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\">\niPhone15来了却被嫌创新不足 苹果携“朋友圈”股价齐跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-13 20:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202309132846376167.html><strong>金融投资报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间9月13日凌晨1点，一年一度的苹果发布会再次成为关注焦点。本次苹果发布会的主题为“Wonderlust（好奇心上头）”，会上主要发布了iPhone15系列的四款新品手机，以及Series9、Ultra2两款新品手表。  　　然而在发布会当天，苹果公司的股价不涨反跌，并带动部分产业链公司股价随之下跌。在部分观点看来，这或与苹果新品创新不及预期，其他品牌竞品加剧行业竞争等多重因素有关。 ...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202309132846376167.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4571":"数字音乐概念","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4576":"AR","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc 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ACC"},"source_url":"http://finance.eastmoney.com/a/202309132846376167.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367711514","content_text":"北京时间9月13日凌晨1点，一年一度的苹果发布会再次成为关注焦点。本次苹果发布会的主题为“Wonderlust（好奇心上头）”，会上主要发布了iPhone15系列的四款新品手机，以及Series9、Ultra2两款新品手表。  　　然而在发布会当天，苹果公司的股价不涨反跌，并带动部分产业链公司股价随之下跌。在部分观点看来，这或与苹果新品创新不及预期，其他品牌竞品加剧行业竞争等多重因素有关。 iPhone15引果粉吐槽　　苹果新手机iPhone15系列的多个变化受到关注。 　　具体来看，iPhone手机接口从此前的Lightning（闪电）接口，改为了USB-C接口，可与部分安卓手机通用；在前一个系列仅支持iPhone14Pro的“灵动岛”设计，到iPhone15变为全系列可以通用；iPhone15Pro等高端版本手机采用的A17Pro芯片，为业界首款3nm制程芯片；同时，卫星通信（非卫星通话）、“可自定义”物理按键、钛金属边框设计等也成为部分网友的热议话题。 　　性能、功能、材质等有所变化，背后则是产品的价格再度提升。苹果官网显示，最基础的iPhone15国行起售价为5999元，而最贵的iPhone15ProMax国行起售价为9999元，其中顶配版售价高达13999元。 　　此外，由于新款iPhone不再支持此前通用的闪电接口，因此旧充电线要接新手机需要额外转换器，而相关产品在苹果官网售价为243元。 据苹果官网　　9月13日，金融投资报记者前往位于成都太古里的苹果门店发现，虽然iPhone15的正式发售要在15日以后，但不少顾客也会在iPhone14系列的展示桌前驻足。店内工作人员告诉记者，不少旧款手机目前都已降价，如iPhone14基础版本就降价了600元，因此前来咨询、购买的顾客多了不少。 大量顾客关注降价后的老款手机　　回顾此前，苹果发布会的各种创新，被不少科技爱好者视为“科技圈春晚”。然而，今年的苹果新品却引来了大量网友类似“亮点有限”“价格巨贵”“卖环保多过卖创新”等吐槽。 　　在部分网友看来，全系列灵动岛设计有创新但不多，前面的14Pro已经玩很久了；Lightning接口换成USB-C接口，安卓用了多年，更像“反创新”；而芯片、颜色、材质等虽有亮点，但与其说是创新，不如说是堆性能、堆外观，然后把成本揉进继续上涨的售价当中。 　　包括在发布会前就预测iPhone15“不会有什么区别”的罗永浩，也在发布会后称，“毫无新意我是不同意的，至少闪念胶囊就抄得很好”，暗指iPhone15少有的创新抄袭自锤子科技的“闪念胶囊”功能。 苹果总市值跌破2.8万亿美元　　虽然新品发布会引发了广泛关注，但苹果公司的股价却不涨反跌。截至发布会当天收盘，苹果公司股价下跌1.71%，报176.3美元，总市值一夜蒸发超470亿美元（约3400亿人民币），跌破2.8万亿美元。 　　对于苹果股价的下行，不少市场人士表示，其股价下跌与不少人热议的“创新不足”存在关联。 　　“此次新推出的手机显著更新不多，但价格有所上调，低于此前市场预期。”香颂资本董事沈萌对金融投资报记者表示，近期多重不利因素叠加，可能会造成苹果未来业绩的下滑。 　　此外，虽然苹果新品应用的3nm芯片十分先进，但根据近期消息，苹果将从高通获得5G调制解调器（基带芯片）的协议延长了三年，意味着其自研基带芯片进展不及预期。 　　也有观点认为，在近期华为抢先发售新机Mate60Pro并遭到市场热捧后，iPhone15的销售情况可能会受到一定影响。 　　事实上，在部分机构给出的预测当中，苹果新机的销量被进一步下调。瑞银证券报告显示，苹果iPhone15系列新机出货量由8000-9000万下调至7800万。 A股苹果概念股集体下滑　　在苹果发布会后，相关A股上市公司表现同样不佳。 　　据Wind数据显示，截至13日收盘，除兆易创新微涨1.19%，胜利精密走平外，相关苹果概念股大都出现了下跌，其中科森科技、博众精工跌超5%，东山精密、正业科技、科锐技术、长电科技、立讯精密等跌超4%。 　　对于果链上市公司的后续机会，也有机构将目光放在了iPhone之外。如平安证券研报指出，苹果新品发布硬件升级有限，关注AR/VR等新应用。预计中长期AR/VR等新产品将逐步崛起，建议关注高伟电子、水晶光电、工业富联、立讯精密、东山精密、鹏鼎控股、领益智造等。 　　此外，由于苹果新品的钛金属设计有创新，因此钛合金3D打印等相关概念受到机构关注。如中信证券表示，受益于钛合金在轻量化、高强度、耐腐蚀等方面的优势，主要消费电子厂商纷纷展开布局，钛合金在消费电子行业的渗透有望提速。建议关注钛材供应商的天工国际，加工环节的铂力特、华曙高科、鼎泰高科，后处理环节的金太阳。（文章来源：金融投资报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218805956460760,"gmtCreate":1694443462367,"gmtModify":1694443463448,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>特斯拉涨涨跌跌，把做空的大佬们都玩坏了，然后会一鼓作气往上冲","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>特斯拉涨涨跌跌，把做空的大佬们都玩坏了，然后会一鼓作气往上冲","text":"$特斯拉(TSLA)$ 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阿里巴巴的每一个波浪都应该做T，不然根本无法解套……但最好的办法还是清仓换优质股吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202124105654328","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200361388609776,"gmtCreate":1689951637378,"gmtModify":1689951638407,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>希望龙头快点把价格打下来，我们赶上车啊","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>希望龙头快点把价格打下来，我们赶上车啊","text":"$特斯拉(TSLA)$ 希望龙头快点把价格打下来，我们赶上车啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200361388609776","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"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},"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":6700,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089192897492490","authorId":"4089192897492490","name":"资本投资营","avatar":"https://static.tigerbbs.com/7fc1d964682c98a4713df5fb86face76","crmLevel":2,"crmLevelSwitch":0},"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},"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":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"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},"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":2,"repostSize":0,"link":"https://laohu8.com/post/320479271772320","isVote":1,"tweetType":1,"viewCount":1960,"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},"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":"us","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":2022,"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},"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":1433,"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},"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":752,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"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},"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":284,"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},"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,"isVote":1,"tweetType":1,"viewCount":727,"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},"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":1120,"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},"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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《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":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316442939506872,"gmtCreate":1718284236533,"gmtModify":1718284238081,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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身子太虚，还需时日","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196421680963816","isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564978165288885","authorId":"3564978165288885","name":"轩辕小伞","avatar":"https://static.tigerbbs.com/160593cac02b062c1a6ae12b168ce5e1","crmLevel":6,"crmLevelSwitch":0},"content":"不懂就问，如果蚂蚁🐜回购了阿里的股份，是不是阿里就没了蚂蚁概念了？","text":"不懂就问，如果蚂蚁🐜回购了阿里的股份，是不是阿里就没了蚂蚁概念了？","html":"不懂就问，如果蚂蚁🐜回购了阿里的股份，是不是阿里就没了蚂蚁概念了？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109541106,"gmtCreate":1619706819905,"gmtModify":1619706819905,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109541106","repostId":"1146507377","repostType":4,"repost":{"id":"1146507377","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1619687381,"share":"https://www.laohu8.com/m/news/1146507377?lang=&edition=full","pubTime":"2021-04-29 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; }\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":1018,"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},"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":1232,"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},"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":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313608588,"gmtCreate":1611703495944,"gmtModify":1703752447626,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"目前是过渡期，有些股票短时机会大，有些风险大，但是时间拉长了一切都会会回归平静，把我价值主线，稳中求进的思路不会错","listText":"目前是过渡期，有些股票短时机会大，有些风险大，但是时间拉长了一切都会会回归平静，把我价值主线，稳中求进的思路不会错","text":"目前是过渡期，有些股票短时机会大，有些风险大，但是时间拉长了一切都会会回归平静，把我价值主线，稳中求进的思路不会错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313608588","repostId":"1120144674","repostType":4,"repost":{"id":"1120144674","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":1611671459,"share":"https://www.laohu8.com/m/news/1120144674?lang=&edition=full","pubTime":"2021-01-26 22:30","market":"us","language":"zh","title":"开盘：美股三大指数全线高开，Beyond Meat涨近40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120144674","media":"老虎资讯综合","summary":"1月26日（周二）美股三大指数全线小幅高开。特斯拉涨超1%，报道称该公司计划于德国柏林附近建设的电池工厂大批量生产性能更佳的新型电池。通用电气涨近10%，该公司此前公布财报。强生涨超2%，公司第四季度","content":"<p>1月26日（周二）美股三大指数全线小幅高开。</p><p><img src=\"https://static.tigerbbs.com/8304d4f1f492d12dfac7602ee6c1ceb1\" tg-width=\"1242\" tg-height=\"581\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超1%，报道称该公司计划于德国柏林附近建设的电池工厂大批量生产性能更佳的新型电池。</p><p><a href=\"https://laohu8.com/S/GE\">通用电气</a>涨近10%，该公司此前公布财报。</p><p><a href=\"https://laohu8.com/S/JNJ\">强生</a>涨超2%，公司第四季度营收超预期。</p><p>Beyond Meat涨近40%，公司将和百事(PEP.O)建立合资企业。</p><p>石油股普涨，<a href=\"https://laohu8.com/S/OXY\">西方石油</a>涨超3%、<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>、<a href=\"https://laohu8.com/S/CPE\">卡隆石油</a>涨超2%。</p><p><img src=\"https://static.tigerbbs.com/5365600f20ec35262f4d3ad6846f41cf\" tg-width=\"350\" tg-height=\"593\" referrerpolicy=\"no-referrer\">光伏<a href=\"https://laohu8.com/S/000591\">太阳能</a>概念股普涨，<a href=\"https://laohu8.com/S/SOL\">昱辉阳光</a>涨超6%，<a href=\"https://laohu8.com/S/SPWR\">SunPower</a>涨超3%，<a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>、SolarEdge Technologies、<a href=\"https://laohu8.com/S/DQ\">大全新能源</a>、晶科能源涨超2%。</p><p><img src=\"https://static.tigerbbs.com/c0170a8f79032c981e99ca4d1ad7fae2\" tg-width=\"355\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘：美股三大指数全线高开，Beyond Meat涨近40%</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开盘：美股三大指数全线高开，Beyond Meat涨近40%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-26 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月26日（周二）美股三大指数全线小幅高开。</p><p><img src=\"https://static.tigerbbs.com/8304d4f1f492d12dfac7602ee6c1ceb1\" tg-width=\"1242\" tg-height=\"581\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超1%，报道称该公司计划于德国柏林附近建设的电池工厂大批量生产性能更佳的新型电池。</p><p><a href=\"https://laohu8.com/S/GE\">通用电气</a>涨近10%，该公司此前公布财报。</p><p><a href=\"https://laohu8.com/S/JNJ\">强生</a>涨超2%，公司第四季度营收超预期。</p><p>Beyond Meat涨近40%，公司将和百事(PEP.O)建立合资企业。</p><p>石油股普涨，<a href=\"https://laohu8.com/S/OXY\">西方石油</a>涨超3%、<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>、<a href=\"https://laohu8.com/S/CPE\">卡隆石油</a>涨超2%。</p><p><img src=\"https://static.tigerbbs.com/5365600f20ec35262f4d3ad6846f41cf\" tg-width=\"350\" tg-height=\"593\" referrerpolicy=\"no-referrer\">光伏<a href=\"https://laohu8.com/S/000591\">太阳能</a>概念股普涨，<a href=\"https://laohu8.com/S/SOL\">昱辉阳光</a>涨超6%，<a href=\"https://laohu8.com/S/SPWR\">SunPower</a>涨超3%，<a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>、SolarEdge Technologies、<a href=\"https://laohu8.com/S/DQ\">大全新能源</a>、晶科能源涨超2%。</p><p><img src=\"https://static.tigerbbs.com/c0170a8f79032c981e99ca4d1ad7fae2\" tg-width=\"355\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120144674","content_text":"1月26日（周二）美股三大指数全线小幅高开。特斯拉涨超1%，报道称该公司计划于德国柏林附近建设的电池工厂大批量生产性能更佳的新型电池。通用电气涨近10%，该公司此前公布财报。强生涨超2%，公司第四季度营收超预期。Beyond Meat涨近40%，公司将和百事(PEP.O)建立合资企业。石油股普涨，西方石油涨超3%、斯伦贝谢、卡隆石油涨超2%。光伏太阳能概念股普涨，昱辉阳光涨超6%，SunPower涨超3%，Enphase Energy、SolarEdge Technologies、大全新能源、晶科能源涨超2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1814,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315750242746712,"gmtCreate":1718118301278,"gmtModify":1718118302715,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v 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让华尔街那班投机客输到卖房！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315750242746712","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219885988315280,"gmtCreate":1694712575752,"gmtModify":1694712577264,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小编**的搞笑，照你这种思路苹果早就破产N次了","listText":"小编**的搞笑，照你这种思路苹果早就破产N次了","text":"小编**的搞笑，照你这种思路苹果早就破产N次了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219885988315280","repostId":"2367018687","repostType":2,"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218805956460760,"gmtCreate":1694443462367,"gmtModify":1694443463448,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>特斯拉涨涨跌跌，把做空的大佬们都玩坏了，然后会一鼓作气往上冲","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>特斯拉涨涨跌跌，把做空的大佬们都玩坏了，然后会一鼓作气往上冲","text":"$特斯拉(TSLA)$ 特斯拉涨涨跌跌，把做空的大佬们都玩坏了，然后会一鼓作气往上冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218805956460760","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}