Appler的个人主页 - 老虎社区

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0勋章

12-17

$超微电脑(SMCI)$

12-13

$超微电脑(SMCI)$

12-12

有订单有现金业务强劲，区区一个财务报告会将它置于死地吗？这谁相信

超微电脑面临纳斯达克100调整，股价暴跌引发市场担忧

12-11

$超微电脑(SMCI)$ 击碎谣言，这么优秀的企业，这么重要的AI供应链，怎么能离开纳斯达克呢？恐怖片剧本都不敢这么写吧

12-11

这个吊毛是等着股价打下来好上车吧

乐观预期难敌寒冬阴霾！小摩重申超微电脑“减持”评级，预计还有44%下行空间

12-10

$超微电脑(SMCI)$

12-09

$特斯拉(TSLA)$

12-04

桥水基金都买入了，还观望

超微电脑审查结果“过关”，但小摩建议保持观望

12-04

比特币不就是赌博吗？它是如何涨到今天这个恐怖价位的

Super Micro Computer: You're Gambling If You Buy This, Not Investing

12-03

$超微电脑(SMCI)$

11-14

英国流氓名不虚传

英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼

10-25

$特斯拉(TSLA)$

10-15

订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了

阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引

10-15

$特斯拉(TSLA)$ 空头再不跑，短裤都要赔掉

08-22

08-22

$百度(BIDU)$ 靠莆田系起家的公司，带血的钞票，吹的牛皮山响，疯狂做空吧，拆穿他的面具

07-02

$特斯拉(TSLA)$

06-26

$台积电(TSM)$ 高管：大股东疯狂卖出，不过阻挡不了AI大局

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！

06-24

$英伟达(NVDA)$

去老虎APP查看更多动态

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data-views=\"1\"></v-v>","text":"$超微电脑(SMCI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381157698175000","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380678370787352,"gmtCreate":1733964340651,"gmtModify":1733964972132,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"有订单有现金业务强劲，区区一个财务报告会将它置于死地吗？这谁相信","listText":"有订单有现金业务强劲，区区一个财务报告会将它置于死地吗？这谁相信","text":"有订单有现金业务强劲，区区一个财务报告会将它置于死地吗？这谁相信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380678370787352","repostId":"1109309143","repostType":2,"repost":{"id":"1109309143","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1733913796,"share":"https://www.laohu8.com/m/news/1109309143?lang=&edition=full","pubTime":"2024-12-11 18:43","market":"us","language":"zh","title":"超微电脑面临纳斯达克100调整，股价暴跌引发市场担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1109309143","media":"老虎资讯综合","summary":"12月11日，$超微电脑$美股盘前快速下挫逾7%！分析师认为市场担忧超微电脑将被踢出纳斯达克100指数。纳斯达克100指数是纳斯达克交易所上市的100家最大公司组成的指数，将于年底重新编排，预计12月13日公布。此前8月，由于超微电脑未能按时提交财务报告，面临被纳斯达克退市的风险。12月2日，超微电脑在声明中表示，特别委员会的调查初步发现，审计委员会独立行事，没有证据表明管理层或董事会存在欺诈或不当行为。","content":"<html><head></head><body><p>12月11日，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>美股盘前快速下挫逾7%，该股隔夜大幅收跌逾8%！分析师认为市场担忧超微电脑将被踢出纳斯达克100指数。纳斯达克100指数是纳斯达克交易所上市的100家最大公司组成的指数，将于年底重新编排，预计12月13日公布。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3840842d54868e8160dcd860d6b55bbb\" title=\"\" tg-width=\"862\" tg-height=\"831\"/></p><p style=\"text-align: start;\">此前8月，由于超微电脑未能按时提交财务报告，面临被纳斯达克退市的风险。11月，超微电脑表示已经聘请了BDO作为其独立审计师，并向纳斯达克提交了符合上市要求的计划。12月2日，超微电脑在声明中表示，特别委员会的调查初步发现，审计委员会独立行事，没有证据表明管理层或董事会存在欺诈或不当行为。</p><p style=\"text-align: start;\">昨日，超微电脑首席执行官Charles Liang告诉路透社，他有信心公司股票不会被纳斯达克退市，并且公司将于明年2月25日前按时提交尚未提交的财务报告。但是，尽管如此，超微电脑的目前股价仍远低于今年3月创下的109美元高点，表明投资者对公司仍然信心不足。</p><p style=\"text-align: start;\">根据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的报告，超微电脑目标价为23美元/股，较目前股价还有约45%的下跌空间。</p><p style=\"text-align: start;\">不过，摩根大通分析师也表示，尽管超微电脑近期面临争议，但其服务器订单依然强劲。并且，超微电脑计划在2025年发布新产品，其位于马来西亚的工厂的生产进展顺利，预计将在明年上半年开始大规模生产。</p><p style=\"text-align: start;\">此外，超微电脑表示，公司拥有足够的流动资金，预计随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>下一代Blackwell处理器的推出，AI相关业务将为超微电脑带来利好。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>超微电脑面临纳斯达克100调整，股价暴跌引发市场担忧</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超微电脑面临纳斯达克100调整，股价暴跌引发市场担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-11 18:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月11日，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>美股盘前快速下挫逾7%，该股隔夜大幅收跌逾8%！分析师认为市场担忧超微电脑将被踢出纳斯达克100指数。纳斯达克100指数是纳斯达克交易所上市的100家最大公司组成的指数，将于年底重新编排，预计12月13日公布。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3840842d54868e8160dcd860d6b55bbb\" title=\"\" tg-width=\"862\" tg-height=\"831\"/></p><p style=\"text-align: start;\">此前8月，由于超微电脑未能按时提交财务报告，面临被纳斯达克退市的风险。11月，超微电脑表示已经聘请了BDO作为其独立审计师，并向纳斯达克提交了符合上市要求的计划。12月2日，超微电脑在声明中表示，特别委员会的调查初步发现，审计委员会独立行事，没有证据表明管理层或董事会存在欺诈或不当行为。</p><p style=\"text-align: start;\">昨日，超微电脑首席执行官Charles Liang告诉路透社，他有信心公司股票不会被纳斯达克退市，并且公司将于明年2月25日前按时提交尚未提交的财务报告。但是，尽管如此，超微电脑的目前股价仍远低于今年3月创下的109美元高点，表明投资者对公司仍然信心不足。</p><p style=\"text-align: start;\">根据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的报告，超微电脑目标价为23美元/股，较目前股价还有约45%的下跌空间。</p><p style=\"text-align: start;\">不过，摩根大通分析师也表示，尽管超微电脑近期面临争议，但其服务器订单依然强劲。并且，超微电脑计划在2025年发布新产品，其位于马来西亚的工厂的生产进展顺利，预计将在明年上半年开始大规模生产。</p><p style=\"text-align: start;\">此外，超微电脑表示，公司拥有足够的流动资金，预计随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>下一代Blackwell处理器的推出，AI相关业务将为超微电脑带来利好。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","BK4585":"ETF&股票定投概念","BK4588":"碎股","NDX":"纳斯达克100指数","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMCI":"超微电脑","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109309143","content_text":"12月11日，超微电脑美股盘前快速下挫逾7%，该股隔夜大幅收跌逾8%！分析师认为市场担忧超微电脑将被踢出纳斯达克100指数。纳斯达克100指数是纳斯达克交易所上市的100家最大公司组成的指数，将于年底重新编排，预计12月13日公布。此前8月，由于超微电脑未能按时提交财务报告，面临被纳斯达克退市的风险。11月，超微电脑表示已经聘请了BDO作为其独立审计师，并向纳斯达克提交了符合上市要求的计划。12月2日，超微电脑在声明中表示，特别委员会的调查初步发现，审计委员会独立行事，没有证据表明管理层或董事会存在欺诈或不当行为。昨日，超微电脑首席执行官Charles Liang告诉路透社，他有信心公司股票不会被纳斯达克退市，并且公司将于明年2月25日前按时提交尚未提交的财务报告。但是，尽管如此，超微电脑的目前股价仍远低于今年3月创下的109美元高点，表明投资者对公司仍然信心不足。根据摩根大通的报告，超微电脑目标价为23美元/股，较目前股价还有约45%的下跌空间。不过，摩根大通分析师也表示，尽管超微电脑近期面临争议，但其服务器订单依然强劲。并且，超微电脑计划在2025年发布新产品，其位于马来西亚的工厂的生产进展顺利，预计将在明年上半年开始大规模生产。此外，超微电脑表示，公司拥有足够的流动资金，预计随着英伟达下一代Blackwell处理器的推出，AI相关业务将为超微电脑带来利好。","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380459689443920,"gmtCreate":1733929735432,"gmtModify":1733977393767,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>击碎谣言，这么优秀的企业，这么重要的AI供应链，怎么能离开纳斯达克呢？恐怖片剧本都不敢这么写吧","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>击碎谣言，这么优秀的企业，这么重要的AI供应链，怎么能离开纳斯达克呢？恐怖片剧本都不敢这么写吧","text":"$超微电脑(SMCI)$ 击碎谣言，这么优秀的企业，这么重要的AI供应链，怎么能离开纳斯达克呢？恐怖片剧本都不敢这么写吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380459689443920","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380459910525512,"gmtCreate":1733929636704,"gmtModify":1733929689951,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"这个吊毛是等着股价打下来好上车吧","listText":"这个吊毛是等着股价打下来好上车吧","text":"这个吊毛是等着股价打下来好上车吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380459910525512","repostId":"1119580488","repostType":2,"repost":{"id":"1119580488","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1733899161,"share":"https://www.laohu8.com/m/news/1119580488?lang=&edition=full","pubTime":"2024-12-11 14:39","market":"us","language":"zh","title":"乐观预期难敌寒冬阴霾！小摩重申超微电脑“减持”评级，预计还有44%下行空间","url":"https://stock-news.laohu8.com/highlight/detail?id=1119580488","media":"老虎资讯综合","summary":"超微电脑的股价在周二下跌，尽管部分高管的乐观预期，但未能改变摩根大通维持减持评级的立场。尽管此次会谈的结果积极，Chatterjee仍然重申了对该公司股票的“减持”评级。他还表示，目标价仍维持在23美元，这意味着与当前股价相比还有约44%的下行空间。超微电脑在周二下跌逾8%，此前该股曾在周一收盘时创下六周以来的最高点。毛利率预计将“逐步改善”，并预计将在14%到17%的长期目标范围的下限附近。","content":"<html><head></head><body><blockquote><p>尽管超微公司管理层表示客户群体依然“稳健”，且毛利率预计将逐步改善，但摩根大通仍然看空该公司。</p></blockquote><p>超微电脑的股价在周二下跌，尽管部分高管的乐观预期，但未能改变摩根大通维持减持评级的立场。</p><p>分析师Samik Chatterjee表示，他最近与超微的企业发展高级副总裁Michael Staiger和财务副总裁Krishna Shankar进行了会面。</p><p>尽管此次会谈的结果积极，Chatterjee仍然重申了对该公司股票的“减持”评级。他还表示，目标价仍维持在23美元，这意味着与当前股价相比还有约44%的下行空间。</p><p>超微电脑在周二下跌逾8%，此前该股曾在周一收盘时创下六周以来的最高点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3a281a6c0b1f791b78ed7460d4871b1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Chatterjee于11月5日开始看空该股，正值投资者对公司会计问题和可能被退市的担忧最为焦虑之时。</p><p>他还担心英伟达公司推迟发布的Blackwell半导体新产品，将对超微的业绩产生什么影响，并且不确定毛利率何时能够恢复到长期目标水平。</p><p>自那时以来，超微聘请了一位受人尊敬的新审计师，并且纳斯达克综合指数延长了公司提交审计财务报告的最后期限，这基本上消除了退市的风险。</p><p>即便超微管理层似乎缓解了关于Blackwell产品线和毛利率前景的担忧，Chatterjee依然坚持他的减持评级。</p><p>尽管与管理层会谈中有以下这些关键收获，他仍坚持看空立场：</p><ul style=\"\"><li><p>尽管一些人猜测超微的客户可能因公司会计问题而转向其他供应商，Chatterjee表示，他得到了保证，公司的客户基础“仍然稳固，订单分配没有显著变化的迹象”。</p></li><li><p>高管们还消除了关于超微可能关闭马来西亚工厂的担忧，并表示该厂将在2025年上半年按计划增加生产。</p></li><li><p>毛利率预计将“逐步改善”，并预计将在14%到17%的长期目标范围的下限附近。马来西亚业务的扩展也预计将对毛利率产生积极影响。</p></li><li><p>英伟达计划在2025财年下半年大力推广Blackwell产品线，超微在定制版本中的地位依然强劲。</p></li><li><p>超微管理层表示，当前的营运资金“足够”，公司“具备支持运营所需的流动性”。</p></li></ul><p>尽管该股自11月14日触及18个月来的收盘低点18.01美元以来已上涨超过一倍，但相比3月13日的118.81美元创纪录收盘价，仍下跌了65.2%。</p><p><em>本文编译自 MarketWatch 《Super Micro executives sound upbeat — but the stock is still a sell, analyst says》</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n乐观预期难敌寒冬阴霾！小摩重申超微电脑“减持”评级，预计还有44%下行空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-11 14:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>尽管超微公司管理层表示客户群体依然“稳健”，且毛利率预计将逐步改善，但摩根大通仍然看空该公司。</p></blockquote><p>超微电脑的股价在周二下跌，尽管部分高管的乐观预期，但未能改变摩根大通维持减持评级的立场。</p><p>分析师Samik Chatterjee表示，他最近与超微的企业发展高级副总裁Michael Staiger和财务副总裁Krishna Shankar进行了会面。</p><p>尽管此次会谈的结果积极，Chatterjee仍然重申了对该公司股票的“减持”评级。他还表示，目标价仍维持在23美元，这意味着与当前股价相比还有约44%的下行空间。</p><p>超微电脑在周二下跌逾8%，此前该股曾在周一收盘时创下六周以来的最高点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3a281a6c0b1f791b78ed7460d4871b1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Chatterjee于11月5日开始看空该股，正值投资者对公司会计问题和可能被退市的担忧最为焦虑之时。</p><p>他还担心英伟达公司推迟发布的Blackwell半导体新产品，将对超微的业绩产生什么影响，并且不确定毛利率何时能够恢复到长期目标水平。</p><p>自那时以来，超微聘请了一位受人尊敬的新审计师，并且纳斯达克综合指数延长了公司提交审计财务报告的最后期限，这基本上消除了退市的风险。</p><p>即便超微管理层似乎缓解了关于Blackwell产品线和毛利率前景的担忧，Chatterjee依然坚持他的减持评级。</p><p>尽管与管理层会谈中有以下这些关键收获，他仍坚持看空立场：</p><ul style=\"\"><li><p>尽管一些人猜测超微的客户可能因公司会计问题而转向其他供应商，Chatterjee表示，他得到了保证，公司的客户基础“仍然稳固，订单分配没有显著变化的迹象”。</p></li><li><p>高管们还消除了关于超微可能关闭马来西亚工厂的担忧，并表示该厂将在2025年上半年按计划增加生产。</p></li><li><p>毛利率预计将“逐步改善”，并预计将在14%到17%的长期目标范围的下限附近。马来西亚业务的扩展也预计将对毛利率产生积极影响。</p></li><li><p>英伟达计划在2025财年下半年大力推广Blackwell产品线，超微在定制版本中的地位依然强劲。</p></li><li><p>超微管理层表示，当前的营运资金“足够”，公司“具备支持运营所需的流动性”。</p></li></ul><p>尽管该股自11月14日触及18个月来的收盘低点18.01美元以来已上涨超过一倍，但相比3月13日的118.81美元创纪录收盘价，仍下跌了65.2%。</p><p><em>本文编译自 MarketWatch 《Super Micro executives sound upbeat — but the stock is still a sell, analyst says》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3790904aeba7e2cfff0c8a8d8a7d431e","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119580488","content_text":"尽管超微公司管理层表示客户群体依然“稳健”，且毛利率预计将逐步改善，但摩根大通仍然看空该公司。超微电脑的股价在周二下跌，尽管部分高管的乐观预期，但未能改变摩根大通维持减持评级的立场。分析师Samik Chatterjee表示，他最近与超微的企业发展高级副总裁Michael Staiger和财务副总裁Krishna Shankar进行了会面。尽管此次会谈的结果积极，Chatterjee仍然重申了对该公司股票的“减持”评级。他还表示，目标价仍维持在23美元，这意味着与当前股价相比还有约44%的下行空间。超微电脑在周二下跌逾8%，此前该股曾在周一收盘时创下六周以来的最高点。Chatterjee于11月5日开始看空该股，正值投资者对公司会计问题和可能被退市的担忧最为焦虑之时。他还担心英伟达公司推迟发布的Blackwell半导体新产品，将对超微的业绩产生什么影响，并且不确定毛利率何时能够恢复到长期目标水平。自那时以来，超微聘请了一位受人尊敬的新审计师，并且纳斯达克综合指数延长了公司提交审计财务报告的最后期限，这基本上消除了退市的风险。即便超微管理层似乎缓解了关于Blackwell产品线和毛利率前景的担忧，Chatterjee依然坚持他的减持评级。尽管与管理层会谈中有以下这些关键收获，他仍坚持看空立场：尽管一些人猜测超微的客户可能因公司会计问题而转向其他供应商，Chatterjee表示，他得到了保证，公司的客户基础“仍然稳固，订单分配没有显著变化的迹象”。高管们还消除了关于超微可能关闭马来西亚工厂的担忧，并表示该厂将在2025年上半年按计划增加生产。毛利率预计将“逐步改善”，并预计将在14%到17%的长期目标范围的下限附近。马来西亚业务的扩展也预计将对毛利率产生积极影响。英伟达计划在2025财年下半年大力推广Blackwell产品线，超微在定制版本中的地位依然强劲。超微管理层表示，当前的营运资金“足够”，公司“具备支持运营所需的流动性”。尽管该股自11月14日触及18个月来的收盘低点18.01美元以来已上涨超过一倍，但相比3月13日的118.81美元创纪录收盘价，仍下跌了65.2%。本文编译自 MarketWatch 《Super Micro executives sound upbeat — but the stock is still a sell, analyst says》","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380163381604584,"gmtCreate":1733838796489,"gmtModify":1733838797812,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$超微电脑(SMCI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380163381604584","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379800209289472,"gmtCreate":1733758806871,"gmtModify":1733758807774,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379800209289472","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378014361243992,"gmtCreate":1733316377111,"gmtModify":1733316379256,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"桥水基金都买入了，还观望","listText":"桥水基金都买入了，还观望","text":"桥水基金都买入了，还观望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378014361243992","repostId":"2488910669","repostType":2,"repost":{"id":"2488910669","kind":"news","pubTimestamp":1733247727,"share":"https://www.laohu8.com/m/news/2488910669?lang=&edition=full","pubTime":"2024-12-04 01:42","market":"us","language":"zh","title":"超微电脑审查结果“过关”，但小摩建议保持观望","url":"https://stock-news.laohu8.com/highlight/detail?id=2488910669","media":"智通财经","summary":"智通财经获悉，尽管超微电脑董事会任命的一个独立的特别委员会没有发现任何不当行为，但投资公司摩根大通表示，在对合规问题有更好的了解之前，它将对超微电脑保持观望态度。摩根大通分析师Samik Chatterjee维持超微电脑“减持”评级。随着人工智能热潮的兴起，超微电脑因其AI应用服务器的需求增加而备受市场关注。超微电脑表示，预计能够按时提交财报，并且无需对过往财务报告进行修订。","content":"<html><head></head><body><p>12月4日，尽管<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>董事会任命的一个独立的特别委员会没有发现任何不当行为，但投资公司<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>表示，在对合规问题有更好的了解之前，它将对超微电脑保持观望态度。摩根大通分析师Samik Chatterjee维持超微电脑“减持”评级。</p><p>Chatterjee称：“我们认为，投资者需要关注的下一个关键问题包括：新的独立审计机构BDO是否接受特别委员会的调查结果，或决定进行自己的独立审查;以及纳斯达克是否支持超微电脑的延期要求，以重新符合纳斯达克继续上市的要求。超微电脑已经概述了其打算在合规的期限内完成10-K和10-Q文件。”</p><p>超微电脑周一表示，一个独立的特别委员会没有发现董事会或审计委员会存在不当行为的证据。该公司还表示，预计不会根据该委员会的审查结果重述其财务报表，不过该委员会确实建议聘请一位新的首席财务官。</p><p>公司表示，将立即开始寻找新任首席财务官。现任CFO David Weigand将在继任者上任前继续担任这一职位。周一，公司在声明中指出，特别委员会已完成了全面审查，并确认前审计师辞职时所提出的结论“与审查中发现的事实不符”。这一声明提振了市场信心。得益于此，该公司股价周一涨近29%。</p><p>随着人工智能热潮的兴起，超微电脑因其AI应用服务器的需求增加而备受市场关注。然而，公司也面临一些挑战，包括未能按时提交财报并更换审计师等。在11月的19个交易日中，该股有10天的涨跌幅超过10%。</p><p>此前，公司审计师安永会计师事务所辞任。超微电脑表示，预计能够按时提交财报，并且无需对过往财务报告进行修订。然而，由于未能按时提交年度财报和最近一个季度的财报，公司仍面临被纳斯达克摘牌的风险。</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>超微电脑审查结果“过关”，但小摩建议保持观望</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超微电脑审查结果“过关”，但小摩建议保持观望\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-04 01:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1219955.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月4日，尽管超微电脑董事会任命的一个独立的特别委员会没有发现任何不当行为，但投资公司摩根大通表示，在对合规问题有更好的了解之前，它将对超微电脑保持观望态度。摩根大通分析师Samik Chatterjee维持超微电脑“减持”评级。Chatterjee称：“我们认为，投资者需要关注的下一个关键问题包括：新的独立审计机构BDO是否接受特别委员会的调查结果，或决定进行自己的独立审查;以及纳斯达克是否...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1219955.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/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC 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VL \"A\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","SMCI":"超微电脑","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4566":"资本集团","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4550":"红杉资本持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4207":"综合性银行","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","BK4581":"高盛持仓","BK4504":"桥水持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1219955.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2488910669","content_text":"12月4日，尽管超微电脑董事会任命的一个独立的特别委员会没有发现任何不当行为，但投资公司摩根大通表示，在对合规问题有更好的了解之前，它将对超微电脑保持观望态度。摩根大通分析师Samik Chatterjee维持超微电脑“减持”评级。Chatterjee称：“我们认为，投资者需要关注的下一个关键问题包括：新的独立审计机构BDO是否接受特别委员会的调查结果，或决定进行自己的独立审查;以及纳斯达克是否支持超微电脑的延期要求，以重新符合纳斯达克继续上市的要求。超微电脑已经概述了其打算在合规的期限内完成10-K和10-Q文件。”超微电脑周一表示，一个独立的特别委员会没有发现董事会或审计委员会存在不当行为的证据。该公司还表示，预计不会根据该委员会的审查结果重述其财务报表，不过该委员会确实建议聘请一位新的首席财务官。公司表示，将立即开始寻找新任首席财务官。现任CFO David Weigand将在继任者上任前继续担任这一职位。周一，公司在声明中指出，特别委员会已完成了全面审查，并确认前审计师辞职时所提出的结论“与审查中发现的事实不符”。这一声明提振了市场信心。得益于此，该公司股价周一涨近29%。随着人工智能热潮的兴起，超微电脑因其AI应用服务器的需求增加而备受市场关注。然而，公司也面临一些挑战，包括未能按时提交财报并更换审计师等。在11月的19个交易日中，该股有10天的涨跌幅超过10%。此前，公司审计师安永会计师事务所辞任。超微电脑表示，预计能够按时提交财报，并且无需对过往财务报告进行修订。然而，由于未能按时提交年度财报和最近一个季度的财报，公司仍面临被纳斯达克摘牌的风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378002928726208,"gmtCreate":1733316322398,"gmtModify":1733318027257,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"比特币不就是赌博吗？它是如何涨到今天这个恐怖价位的","listText":"比特币不就是赌博吗？它是如何涨到今天这个恐怖价位的","text":"比特币不就是赌博吗？它是如何涨到今天这个恐怖价位的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378002928726208","repostId":"1199304506","repostType":2,"repost":{"id":"1199304506","kind":"news","pubTimestamp":1733283900,"share":"https://www.laohu8.com/m/news/1199304506?lang=&edition=full","pubTime":"2024-12-04 11:45","market":"us","language":"en","title":"Super Micro Computer: You're Gambling If You Buy This, Not Investing","url":"https://stock-news.laohu8.com/highlight/detail?id=1199304506","media":"Seeking Alpha","summary":"SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines","content":"<html><head></head><body><h2 id=\"id_2210350387\">Summary</h2><ul style=\"\"><li><p>SMCI&#39;s recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.</p></li><li><p>SMCI&#39;s past issues include NASDAQ delisting, SEC fines, which all raise serious concerns about its financial integrity.</p></li><li><p>The appointment of BDO as the new auditor offers some hope but doesn&#39;t eliminate the significant risks and unresolved issues identified by Ernst &amp; Young.</p></li><li><p>Investing in SMCI now is more akin to gambling than smart investing due to the high level of unknowns and potential for severe negative outcomes.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d0dd59825e09cdca1d96afc5c7f9a0d1\" alt=\"SlavkoSereda/iStock via Getty Images\" title=\"SlavkoSereda/iStock via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>SlavkoSereda/iStock via Getty Images</span></p><h2 id=\"id_2160079058\">Introduction</h2><p>I mostly like to talk about buying opportunities here on Seeking Alpha, but I&#39;ve noted that a lot of people have been buying Super Micro Computer (NASDAQ:SMCI) recently, post the news that they appointed BDO as auditor.</p><p>Despite this appointment having some potential good news and a sign of hope, there&#39;s way too many unknowns and risk factors that, as investors on the outside, we just don&#39;t know the answers to. Of course, when we invest, there&#39;s always some unknowns and risks to take, but for me here, there&#39;s just way too many unknowns, which makes it a very illogical investment.</p><h2 id=\"id_1452235947\">Background</h2><p>SMCI has been on a crazy ride throughout 2024, rising from $28 back in January all the way up to $115 in March, which equates to a 307% increase in 3 months.</p><p>It then dropped down to $18 by November 15th, erasing 85% of the total market cap. This drop came after Ernst &amp; Young (SMCI&#39;s auditor) resigned on October 24th. Ernst &amp; Young cited reasons including:</p><ul style=\"\"><li><p>Lack of trust in management</p></li><li><p>Weak internal controls</p></li><li><p>Lack of board independence</p></li></ul><p>When an auditor resigns from auditing a client the size of SMCI it&#39;s never a good sign. Auditors spend hours fighting to win over the biggest clients which allows them to rake in the huge audit fees, but when they deem the risk of being associated with a listed client to be far more negative than the huge audit fees they would receive, there&#39;s likely something out of the ordinary going on.</p><h2 id=\"id_146560957\">Here&#39;s why SMCI is not worth investing into.</h2><p>If this auditor resignation was a one-off issue, then I&#39;d be inclined to give SMCI the benefit of doubt (though I&#39;d still remain extremely cautious), but unfortunately this negativity around SMCI is not a one-off at all.</p><p>The past 6 years has seen:</p><ul style=\"\"><li><p>NASDAQ delisting</p></li><li><p>$17.5 million fine to SEC</p></li><li><p>Hindenburg Research (one of the most famous short sellers)</p></li><li><p>Department of Justice probe</p></li></ul><p>I&#39;m going to go over each one of these to explain exactly what&#39;s happened and my take on them all.</p><h3 id=\"id_2241418678\">NASDAQ delisting - 2018</h3><p>SMCI was temporarily delisted from the NASDAQ stock exchange in August 2018 due to failure to comply with NASDAQ timelines of financial reports. Companies get delisted for many reasons, however the 3 main reasons are:</p><ol start=\"1\" style=\"\"><li><p>Voluntary delisting.</p></li><li><p>Falling below a certain market cap or $1.00 stock price.</p></li><li><p>Accounting issues/missed deadlines.</p></li></ol><p>Reason 3 is exactly why SMCI got delisted, and it tends to be the least common and perhaps most serious due to the internal inefficiencies. NASDAQ generally does have fairly long &#34;grace periods&#34; meaning SMCI failed to comply with the extended NASDAQ deadlines, something which has not happened to a company of SMCI&#39;s size in a long time.</p><h3 id=\"id_37544222\">Fine</h3><p>In 2020, SMCI paid a $17.5 million fine to the SEC for accounting violations in which they neither admitted nor denied the SEC findings. The violations were due to incorrect revenue recognition, understating expenses, and other accounting violations over a period of 3 years.</p><p>Arguably a one-off instance like this would not cause too much panic, but the continuous nature of this raises skepticism.</p><h3 id=\"id_1199563137\">Department of Justice</h3><p>On top of all this negativity, SMCI has an ongoing DoJ (Department of Justice) probe which is looking into accounting violations. DoJ probes are a big deal and are likely to have an overarching effect on the SMCI stock price even if all of all the other unknowns start to become more clear.</p><p>As I mentioned before with the Hindenburg research, we have to take their report with a pinch of salt since they are a short-seller after all. However, an investigation by the DoJ is much more serious and anything that comes up in that investigation will materially affect SMCI&#39;s future.</p><h3 id=\"id_494708400\">BDO Appointment</h3><p>The positive news after all of this is that SMCI managed to appoint BDO (the 5th largest accounting firm) after all of the above incidents, which has to be a win because it gives them hope to at least restore investor confidence, and prepare some financial statements. That&#39;s all the good news I can say about this though.</p><p>The bad news is that BDO isn&#39;t a big 4 company that SMCI would have appointed. BDO also has had poor results over recent years in terms of audit quality. To put it simply, SMCI would not have wanted to appoint an auditor outside of the Big 4. It&#39;s a shame that this is the way it is, but for a company in the S&amp;P 500, Big 4 auditors are by far the most common. Unless there&#39;s a good reason not to appoint a Big 4 auditor, S&amp;P 500 companies simply look a bit more questionable if they don&#39;t have a Big 4 company auditing them.</p><p>The other important thing to note is that even though SMCI has appointed a BDO, initial screening or conversations with EY (previous auditor) have not occurred. This was all disclosed in the 8-K but obviously wasn&#39;t part of the headlines. Simply what is happening is that BDO are the only company to at least consider looking at the SMCI books in the hope that everything is ok, and therefore they potentially have one of the biggest clients on the books.</p><p>In my opinion, realistically, the issues that EY found won&#39;t have been resolved and BDO will also likely find these issues, meaning they&#39;ll not sign off.</p><p>Let me take this even further. A first year audit takes a long time. It includes getting a very solid understanding of the company, the internal controls, previous period&#39;s numbers etc., etc. In my opinion, the entire process likely cannot happen before February 2025, which is when NASDAQ has granted a filing extension until.</p><p>If the BDO does manage to get all this work done, and assuming there&#39;s no issues found (unlikely in my opinion), there is still a chance of secondary reviews by regulators.</p><h2 id=\"id_4231930187\">So is SMCI a buy, sell, or hold?</h2><p>SMCI has performed well the last 3 weeks post appointment of auditor, BDO, plus a short squeeze. Whilst the share price shows some potential signs of recovery, I hope this article made it clear exactly how much risk there still is.</p><p>SMCI still has to get BDO to audit their financials by February without any findings, a potential secondary review, and also get through the DoJ investigation to essentially survive. If any of these come back with material findings, I think there&#39;s a very good chance that SMCI gets delisted, which will, of course, have material consequences for all investors.</p><p>Of course, I may be wrong here, and I may be overly worried about the legitimacy of the financials, but when there&#39;s hundreds and if not thousands of other stocks without any risk of these issues, I don&#39;t see why it&#39;s worth risking an investment into SMCI.</p><p>My overall take is that I&#39;d give it a 50:50 chance as to whether SMCI recovers and, in my opinion, investing in them is much more gambling, rather than data driven, educated, smart investing.</p></body></html>","source":"lsy1728464409321","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>Super Micro Computer: You're Gambling If You Buy This, Not Investing</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\">\nSuper Micro Computer: You're Gambling If You Buy This, Not Investing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-04 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines...</p>\n\n<a href=\"https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199304506","content_text":"SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines, which all raise serious concerns about its financial integrity.The appointment of BDO as the new auditor offers some hope but doesn't eliminate the significant risks and unresolved issues identified by Ernst & Young.Investing in SMCI now is more akin to gambling than smart investing due to the high level of unknowns and potential for severe negative outcomes.SlavkoSereda/iStock via Getty ImagesIntroductionI mostly like to talk about buying opportunities here on Seeking Alpha, but I've noted that a lot of people have been buying Super Micro Computer (NASDAQ:SMCI) recently, post the news that they appointed BDO as auditor.Despite this appointment having some potential good news and a sign of hope, there's way too many unknowns and risk factors that, as investors on the outside, we just don't know the answers to. Of course, when we invest, there's always some unknowns and risks to take, but for me here, there's just way too many unknowns, which makes it a very illogical investment.BackgroundSMCI has been on a crazy ride throughout 2024, rising from $28 back in January all the way up to $115 in March, which equates to a 307% increase in 3 months.It then dropped down to $18 by November 15th, erasing 85% of the total market cap. This drop came after Ernst & Young (SMCI's auditor) resigned on October 24th. Ernst & Young cited reasons including:Lack of trust in managementWeak internal controlsLack of board independenceWhen an auditor resigns from auditing a client the size of SMCI it's never a good sign. Auditors spend hours fighting to win over the biggest clients which allows them to rake in the huge audit fees, but when they deem the risk of being associated with a listed client to be far more negative than the huge audit fees they would receive, there's likely something out of the ordinary going on.Here's why SMCI is not worth investing into.If this auditor resignation was a one-off issue, then I'd be inclined to give SMCI the benefit of doubt (though I'd still remain extremely cautious), but unfortunately this negativity around SMCI is not a one-off at all.The past 6 years has seen:NASDAQ delisting$17.5 million fine to SECHindenburg Research (one of the most famous short sellers)Department of Justice probeI'm going to go over each one of these to explain exactly what's happened and my take on them all.NASDAQ delisting - 2018SMCI was temporarily delisted from the NASDAQ stock exchange in August 2018 due to failure to comply with NASDAQ timelines of financial reports. Companies get delisted for many reasons, however the 3 main reasons are:Voluntary delisting.Falling below a certain market cap or $1.00 stock price.Accounting issues/missed deadlines.Reason 3 is exactly why SMCI got delisted, and it tends to be the least common and perhaps most serious due to the internal inefficiencies. NASDAQ generally does have fairly long \"grace periods\" meaning SMCI failed to comply with the extended NASDAQ deadlines, something which has not happened to a company of SMCI's size in a long time.FineIn 2020, SMCI paid a $17.5 million fine to the SEC for accounting violations in which they neither admitted nor denied the SEC findings. The violations were due to incorrect revenue recognition, understating expenses, and other accounting violations over a period of 3 years.Arguably a one-off instance like this would not cause too much panic, but the continuous nature of this raises skepticism.Department of JusticeOn top of all this negativity, SMCI has an ongoing DoJ (Department of Justice) probe which is looking into accounting violations. DoJ probes are a big deal and are likely to have an overarching effect on the SMCI stock price even if all of all the other unknowns start to become more clear.As I mentioned before with the Hindenburg research, we have to take their report with a pinch of salt since they are a short-seller after all. However, an investigation by the DoJ is much more serious and anything that comes up in that investigation will materially affect SMCI's future.BDO AppointmentThe positive news after all of this is that SMCI managed to appoint BDO (the 5th largest accounting firm) after all of the above incidents, which has to be a win because it gives them hope to at least restore investor confidence, and prepare some financial statements. That's all the good news I can say about this though.The bad news is that BDO isn't a big 4 company that SMCI would have appointed. BDO also has had poor results over recent years in terms of audit quality. To put it simply, SMCI would not have wanted to appoint an auditor outside of the Big 4. It's a shame that this is the way it is, but for a company in the S&P 500, Big 4 auditors are by far the most common. Unless there's a good reason not to appoint a Big 4 auditor, S&P 500 companies simply look a bit more questionable if they don't have a Big 4 company auditing them.The other important thing to note is that even though SMCI has appointed a BDO, initial screening or conversations with EY (previous auditor) have not occurred. This was all disclosed in the 8-K but obviously wasn't part of the headlines. Simply what is happening is that BDO are the only company to at least consider looking at the SMCI books in the hope that everything is ok, and therefore they potentially have one of the biggest clients on the books.In my opinion, realistically, the issues that EY found won't have been resolved and BDO will also likely find these issues, meaning they'll not sign off.Let me take this even further. A first year audit takes a long time. It includes getting a very solid understanding of the company, the internal controls, previous period's numbers etc., etc. In my opinion, the entire process likely cannot happen before February 2025, which is when NASDAQ has granted a filing extension until.If the BDO does manage to get all this work done, and assuming there's no issues found (unlikely in my opinion), there is still a chance of secondary reviews by regulators.So is SMCI a buy, sell, or hold?SMCI has performed well the last 3 weeks post appointment of auditor, BDO, plus a short squeeze. Whilst the share price shows some potential signs of recovery, I hope this article made it clear exactly how much risk there still is.SMCI still has to get BDO to audit their financials by February without any findings, a potential secondary review, and also get through the DoJ investigation to essentially survive. If any of these come back with material findings, I think there's a very good chance that SMCI gets delisted, which will, of course, have material consequences for all investors.Of course, I may be wrong here, and I may be overly worried about the legitimacy of the financials, but when there's hundreds and if not thousands of other stocks without any risk of these issues, I don't see why it's worth risking an investment into SMCI.My overall take is that I'd give it a 50:50 chance as to whether SMCI recovers and, in my opinion, investing in them is much more gambling, rather than data driven, educated, smart investing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377412815507888,"gmtCreate":1733180930109,"gmtModify":1733180930847,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$超微电脑(SMCI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377412815507888","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371028873048208,"gmtCreate":1731597022177,"gmtModify":1731598705417,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"英国流氓名不虚传","listText":"英国流氓名不虚传","text":"英国流氓名不虚传","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371028873048208","repostId":"1188799949","repostType":2,"repost":{"id":"1188799949","kind":"news","pubTimestamp":1731574684,"share":"https://www.laohu8.com/m/news/1188799949?lang=&edition=full","pubTime":"2024-11-14 16:58","market":"us","language":"zh","title":"英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼","url":"https://stock-news.laohu8.com/highlight/detail?id=1188799949","media":"智通财经网","summary":"这并不是针对苹果的唯一一起竞争规则诉讼。","content":"<html><head></head><body><p>英国消费者组织Which?对苹果公司提起了价值30亿英镑的法律诉讼，指控其违反竞争法，通过低价锁定消费者于iCloud服务中。这场诉讼涉及过去九年内使用iCloud服务的约4000万英国苹果用户，若诉讼成功，他们可能获得赔偿。苹果公司则否认了这些指控，并表示用户有多种存储数据的选择，且数据转移简单。这起诉讼是大型科技公司在某些领域主导地位受到越来越严格审查的一个例证，也反映了全球范围内对苹果公司竞争规则相关诉讼的增加。</p><p style=\"text-align: justify;\">Which?已向英国竞争上诉法庭提起诉讼，指控苹果公司为其iCloud存储服务提供优惠待遇并“诱骗”苹果设备客户使用iCloud，从而违反了英国竞争法。该消费者组织指出，苹果鼓励其iOS用户注册iCloud存储，但同时使得使用其他云存储提供商变得困难。一旦iOS用户的数据超过免费的5GB限制，他们就必须为iCloud服务付费。Which?估计，个人消费者平均可能需要支付70英镑，具体取决于他们在这段时间内支付iCloud服务的时间长短。</p><p style=\"text-align: justify;\">Which?首席执行官安娜贝尔·霍尔特表示：“通过提出这一诉讼，Which?向苹果这样的大公司表明，它们不能欺骗英国消费者，否则将承担相应的后果。”她强调，这一法律行动旨在帮助消费者获得应得的赔偿，阻止将来发生类似行为，并创造一个更好、更具竞争力的市场。</p><p style=\"text-align: justify;\">Which?还声称苹果对iCloud订阅用户收取了过高的费用，并指出长期“锁定”这项服务可能会在价格、质量和选择方面付出巨大代价。由于苹果在手机和平板电脑市场占据主导地位，这种行为也为任何希望进入市场的新云服务提供商设置了障碍，阻碍了良性竞争。Which?声称，由此导致的竞争缺乏已导致消费者每年都要支付过高的费用。</p><p style=\"text-align: justify;\">该消费者组织要求向所有自2015年10月1日起使用iCloud服务的受影响Apple用户赔偿损失。这一行动之所以追溯到那个日期，是因为2015年《消费者权利法案》于那时生效，其中包括引入选择退出集体行动制度。集体诉讼是指代表受到共同事件或一系列事件影响的一群人提起的法律诉讼。Which?解释说，集体诉讼制度使其能够代表大量受到反竞争行为损害的人士。</p><p style=\"text-align: justify;\">Which?正在敦促苹果“通过向消费者退款并开放iOS以让用户真正选择云服务的方式解决这一索赔，而无需提起诉讼”。该消费者组织表示，下一步将获得竞争上诉法庭的许可，以代表身份行事，然后以集体方式进行诉讼。</p><p style=\"text-align: justify;\">苹果发言人表示：“苹果致力于为我们的客户提供更多选择。我们的用户不需要使用iCloud，许多用户都依赖各种第三方替代方案来存储数据。”“此外，我们努力使数据传输尽可能简单——无论是传输到iCloud还是其他服务。我们拒绝任何关于我们的iCloud做法违反竞争的说法，并将坚决抵制任何违反法律的索赔。”</p><p style=\"text-align: justify;\">值得一提的是，这并不是针对苹果提出的唯一一起与竞争规则有关的诉讼。据报道，去年美国的一项集体诉讼声称该科技公司通过垄断其设备用户的云存储向客户收取过高的费用。</p><p style=\"text-align: justify;\">与此同时，欧盟委员会6月份在初步调查结果中表示，苹果应用商店规则违反了《数字市场法案》(DMA)，“因为它们阻止应用程序开发商自由地引导消费者通过其他渠道获取优惠和内容”。</p><p style=\"text-align: justify;\">今年9月，欧盟委员会启动程序，“协助”苹果公司遵守其规定。上周，报道称，苹果公司将因对App Store的反垄断担忧而面临DMA规则下的第一笔罚款。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 16:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1210887.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国消费者组织Which?对苹果公司提起了价值30亿英镑的法律诉讼，指控其违反竞争法，通过低价锁定消费者于iCloud服务中。这场诉讼涉及过去九年内使用iCloud服务的约4000万英国苹果用户，若诉讼成功，他们可能获得赔偿。苹果公司则否认了这些指控，并表示用户有多种存储数据的选择，且数据转移简单。这起诉讼是大型科技公司在某些领域主导地位受到越来越严格审查的一个例证，也反映了全球范围内对苹果公司...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1210887.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.zhitongcaijing.com/content/detail/1210887.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188799949","content_text":"英国消费者组织Which?对苹果公司提起了价值30亿英镑的法律诉讼，指控其违反竞争法，通过低价锁定消费者于iCloud服务中。这场诉讼涉及过去九年内使用iCloud服务的约4000万英国苹果用户，若诉讼成功，他们可能获得赔偿。苹果公司则否认了这些指控，并表示用户有多种存储数据的选择，且数据转移简单。这起诉讼是大型科技公司在某些领域主导地位受到越来越严格审查的一个例证，也反映了全球范围内对苹果公司竞争规则相关诉讼的增加。Which?已向英国竞争上诉法庭提起诉讼，指控苹果公司为其iCloud存储服务提供优惠待遇并“诱骗”苹果设备客户使用iCloud，从而违反了英国竞争法。该消费者组织指出，苹果鼓励其iOS用户注册iCloud存储，但同时使得使用其他云存储提供商变得困难。一旦iOS用户的数据超过免费的5GB限制，他们就必须为iCloud服务付费。Which?估计，个人消费者平均可能需要支付70英镑，具体取决于他们在这段时间内支付iCloud服务的时间长短。Which?首席执行官安娜贝尔·霍尔特表示：“通过提出这一诉讼，Which?向苹果这样的大公司表明，它们不能欺骗英国消费者，否则将承担相应的后果。”她强调，这一法律行动旨在帮助消费者获得应得的赔偿，阻止将来发生类似行为，并创造一个更好、更具竞争力的市场。Which?还声称苹果对iCloud订阅用户收取了过高的费用，并指出长期“锁定”这项服务可能会在价格、质量和选择方面付出巨大代价。由于苹果在手机和平板电脑市场占据主导地位，这种行为也为任何希望进入市场的新云服务提供商设置了障碍，阻碍了良性竞争。Which?声称，由此导致的竞争缺乏已导致消费者每年都要支付过高的费用。该消费者组织要求向所有自2015年10月1日起使用iCloud服务的受影响Apple用户赔偿损失。这一行动之所以追溯到那个日期，是因为2015年《消费者权利法案》于那时生效，其中包括引入选择退出集体行动制度。集体诉讼是指代表受到共同事件或一系列事件影响的一群人提起的法律诉讼。Which?解释说，集体诉讼制度使其能够代表大量受到反竞争行为损害的人士。Which?正在敦促苹果“通过向消费者退款并开放iOS以让用户真正选择云服务的方式解决这一索赔，而无需提起诉讼”。该消费者组织表示，下一步将获得竞争上诉法庭的许可，以代表身份行事，然后以集体方式进行诉讼。苹果发言人表示：“苹果致力于为我们的客户提供更多选择。我们的用户不需要使用iCloud，许多用户都依赖各种第三方替代方案来存储数据。”“此外，我们努力使数据传输尽可能简单——无论是传输到iCloud还是其他服务。我们拒绝任何关于我们的iCloud做法违反竞争的说法，并将坚决抵制任何违反法律的索赔。”值得一提的是，这并不是针对苹果提出的唯一一起与竞争规则有关的诉讼。据报道，去年美国的一项集体诉讼声称该科技公司通过垄断其设备用户的云存储向客户收取过高的费用。与此同时，欧盟委员会6月份在初步调查结果中表示，苹果应用商店规则违反了《数字市场法案》(DMA)，“因为它们阻止应用程序开发商自由地引导消费者通过其他渠道获取优惠和内容”。今年9月，欧盟委员会启动程序，“协助”苹果公司遵守其规定。上周，报道称，苹果公司将因对App Store的反垄断担忧而面临DMA规则下的第一笔罚款。","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363571463811176,"gmtCreate":1729787944762,"gmtModify":1729787945624,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363571463811176","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360402630504488,"gmtCreate":1729007362098,"gmtModify":1729007364056,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了","listText":"订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了","text":"订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/360402630504488","repostId":"1114844025","repostType":2,"repost":{"id":"1114844025","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1729003272,"share":"https://www.laohu8.com/m/news/1114844025?lang=&edition=full","pubTime":"2024-10-15 22:41","market":"us","language":"zh","title":"阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1114844025","media":"老虎资讯综合","summary":"三季度订单26.3亿欧元，市场预期53.9亿欧元。","content":"<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-15 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114844025","content_text":"阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。第三季度毛利率为50.8%，市场预期为50.7%。阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。截至发稿，阿斯麦大跌超13%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575809456871938","authorId":"3575809456871938","name":"芭芭拉拉小小","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575809456871938","authorIdStr":"3575809456871938"},"content":"订单是未来销售额，销售额是现在的，也就是说未来他能拿到的订单会比较少，基本上被大陆的企业吃掉，而且属于永远都拿不回来的那种","text":"订单是未来销售额，销售额是现在的，也就是说未来他能拿到的订单会比较少，基本上被大陆的企业吃掉，而且属于永远都拿不回来的那种","html":"订单是未来销售额，销售额是现在的，也就是说未来他能拿到的订单会比较少，基本上被大陆的企业吃掉，而且属于永远都拿不回来的那种"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360016681513200,"gmtCreate":1728926376827,"gmtModify":1728926378480,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a 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后天股东大会了，让股东们看瀑布吗？坚定看多英伟达，越跌越买，2016年以前他不会有对手！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/320479271772320","isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"336530701593042","authorId":"336530701593042","name":"Tippi","avatar":"https://static.tigerbbs.com/6f2e188b4743a9450182496e507bad2a","crmLevel":5,"crmLevelSwitch":0,"idStr":"336530701593042","authorIdStr":"336530701593042"},"content":"2026吧兄弟","text":"2026吧兄弟","html":"2026吧兄弟"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360402630504488,"gmtCreate":1729007362098,"gmtModify":1729007364056,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了","listText":"订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了","text":"订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/360402630504488","repostId":"1114844025","repostType":2,"repost":{"id":"1114844025","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1729003272,"share":"https://www.laohu8.com/m/news/1114844025?lang=&edition=full","pubTime":"2024-10-15 22:41","market":"us","language":"zh","title":"阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1114844025","media":"老虎资讯综合","summary":"三季度订单26.3亿欧元，市场预期53.9亿欧元。","content":"<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-15 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114844025","content_text":"阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。第三季度毛利率为50.8%，市场预期为50.7%。阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。截至发稿，阿斯麦大跌超13%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575809456871938","authorId":"3575809456871938","name":"芭芭拉拉小小","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575809456871938","authorIdStr":"3575809456871938"},"content":"订单是未来销售额，销售额是现在的，也就是说未来他能拿到的订单会比较少，基本上被大陆的企业吃掉，而且属于永远都拿不回来的那种","text":"订单是未来销售额，销售额是现在的，也就是说未来他能拿到的订单会比较少，基本上被大陆的企业吃掉，而且属于永远都拿不回来的那种","html":"订单是未来销售额，销售额是现在的，也就是说未来他能拿到的订单会比较少，基本上被大陆的企业吃掉，而且属于永远都拿不回来的那种"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360016681513200,"gmtCreate":1728926376827,"gmtModify":1728926378480,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>空头再不跑，短裤都要赔掉","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>空头再不跑，短裤都要赔掉","text":"$特斯拉(TSLA)$ 空头再不跑，短裤都要赔掉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360016681513200","isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4173611917622572","authorId":"4173611917622572","name":"星宇星睿","avatar":"https://static.tigerbbs.com/410fd1bf79b0a3eefdbf2e5e7afb6db9","crmLevel":8,"crmLevelSwitch":0,"idStr":"4173611917622572","authorIdStr":"4173611917622572"},"content":"你想多了，还是会往下的","text":"你想多了，还是会往下的","html":"你想多了，还是会往下的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656616211,"gmtCreate":1683645490734,"gmtModify":1683645491872,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>特斯拉还能回400美金吗，需要多久？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>特斯拉还能回400美金吗，需要多久？","text":"$特斯拉(TSLA)$ 特斯拉还能回400美金吗，需要多久？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/656616211","isVote":1,"tweetType":1,"viewCount":6766,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089192897492490","authorId":"4089192897492490","name":"资本投资营","avatar":"https://static.tigerbbs.com/4728314479e5fcfbadd7a00d8c61c7c7","crmLevel":2,"crmLevelSwitch":0,"idStr":"4089192897492490","authorIdStr":"4089192897492490"},"content":"不会，未来看200也是顶","text":"不会，未来看200也是顶","html":"不会，未来看200也是顶"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633615918,"gmtCreate":1643989047784,"gmtModify":1643989047784,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>还是有大量做空特斯拉的人，他们牺牲自己为别人制造上车机会，令人倾佩","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>还是有大量做空特斯拉的人，他们牺牲自己为别人制造上车机会，令人倾佩","text":"$特斯拉(TSLA)$还是有大量做空特斯拉的人，他们牺牲自己为别人制造上车机会，令人倾佩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/633615918","isVote":1,"tweetType":1,"viewCount":2405,"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":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"苹果既是消费股又是科技股，以科技股的高成长性来看它这个数据非常漂亮，以消费股来看也不错，预期给的目标太高了，期待今晚开盘下跌，当买年化十几个点的理财了","listText":"苹果既是消费股又是科技股，以科技股的高成长性来看它这个数据非常漂亮，以消费股来看也不错，预期给的目标太高了，期待今晚开盘下跌，当买年化十几个点的理财了","text":"苹果既是消费股又是科技股，以科技股的高成长性来看它这个数据非常漂亮，以消费股来看也不错，预期给的目标太高了，期待今晚开盘下跌，当买年化十几个点的理财了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/854566043","repostId":"1114613788","repostType":2,"repost":{"id":"1114613788","kind":"news","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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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":2305,"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":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>每次不及预期都会下跌，到后面又都会涨回来，那么这般**所谓的预期有什么价值？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>每次不及预期都会下跌，到后面又都会涨回来，那么这般**所谓的预期有什么价值？","text":"$特斯拉(TSLA)$ 每次不及预期都会下跌，到后面又都会涨回来，那么这般**所谓的预期有什么价值？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/200004190933000","isVote":1,"tweetType":1,"viewCount":1759,"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":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>特斯拉不存在芯片限制，而比亚迪存在[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>特斯拉不存在芯片限制，而比亚迪存在[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"$特斯拉(TSLA)$ 特斯拉不存在芯片限制，而比亚迪存在[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/194769473855592","isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"content":"空头快发力啊，我准备好加仓资金了","text":"空头快发力啊，我准备好加仓资金了","html":"空头快发力啊，我准备好加仓资金了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378002928726208,"gmtCreate":1733316322398,"gmtModify":1733318027257,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"比特币不就是赌博吗？它是如何涨到今天这个恐怖价位的","listText":"比特币不就是赌博吗？它是如何涨到今天这个恐怖价位的","text":"比特币不就是赌博吗？它是如何涨到今天这个恐怖价位的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378002928726208","repostId":"1199304506","repostType":2,"repost":{"id":"1199304506","kind":"news","pubTimestamp":1733283900,"share":"https://www.laohu8.com/m/news/1199304506?lang=&edition=full","pubTime":"2024-12-04 11:45","market":"us","language":"en","title":"Super Micro Computer: You're Gambling If You Buy This, Not Investing","url":"https://stock-news.laohu8.com/highlight/detail?id=1199304506","media":"Seeking Alpha","summary":"SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines","content":"<html><head></head><body><h2 id=\"id_2210350387\">Summary</h2><ul style=\"\"><li><p>SMCI&#39;s recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.</p></li><li><p>SMCI&#39;s past issues include NASDAQ delisting, SEC fines, which all raise serious concerns about its financial integrity.</p></li><li><p>The appointment of BDO as the new auditor offers some hope but doesn&#39;t eliminate the significant risks and unresolved issues identified by Ernst &amp; Young.</p></li><li><p>Investing in SMCI now is more akin to gambling than smart investing due to the high level of unknowns and potential for severe negative outcomes.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d0dd59825e09cdca1d96afc5c7f9a0d1\" alt=\"SlavkoSereda/iStock via Getty Images\" title=\"SlavkoSereda/iStock via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>SlavkoSereda/iStock via Getty Images</span></p><h2 id=\"id_2160079058\">Introduction</h2><p>I mostly like to talk about buying opportunities here on Seeking Alpha, but I&#39;ve noted that a lot of people have been buying Super Micro Computer (NASDAQ:SMCI) recently, post the news that they appointed BDO as auditor.</p><p>Despite this appointment having some potential good news and a sign of hope, there&#39;s way too many unknowns and risk factors that, as investors on the outside, we just don&#39;t know the answers to. Of course, when we invest, there&#39;s always some unknowns and risks to take, but for me here, there&#39;s just way too many unknowns, which makes it a very illogical investment.</p><h2 id=\"id_1452235947\">Background</h2><p>SMCI has been on a crazy ride throughout 2024, rising from $28 back in January all the way up to $115 in March, which equates to a 307% increase in 3 months.</p><p>It then dropped down to $18 by November 15th, erasing 85% of the total market cap. This drop came after Ernst &amp; Young (SMCI&#39;s auditor) resigned on October 24th. Ernst &amp; Young cited reasons including:</p><ul style=\"\"><li><p>Lack of trust in management</p></li><li><p>Weak internal controls</p></li><li><p>Lack of board independence</p></li></ul><p>When an auditor resigns from auditing a client the size of SMCI it&#39;s never a good sign. Auditors spend hours fighting to win over the biggest clients which allows them to rake in the huge audit fees, but when they deem the risk of being associated with a listed client to be far more negative than the huge audit fees they would receive, there&#39;s likely something out of the ordinary going on.</p><h2 id=\"id_146560957\">Here&#39;s why SMCI is not worth investing into.</h2><p>If this auditor resignation was a one-off issue, then I&#39;d be inclined to give SMCI the benefit of doubt (though I&#39;d still remain extremely cautious), but unfortunately this negativity around SMCI is not a one-off at all.</p><p>The past 6 years has seen:</p><ul style=\"\"><li><p>NASDAQ delisting</p></li><li><p>$17.5 million fine to SEC</p></li><li><p>Hindenburg Research (one of the most famous short sellers)</p></li><li><p>Department of Justice probe</p></li></ul><p>I&#39;m going to go over each one of these to explain exactly what&#39;s happened and my take on them all.</p><h3 id=\"id_2241418678\">NASDAQ delisting - 2018</h3><p>SMCI was temporarily delisted from the NASDAQ stock exchange in August 2018 due to failure to comply with NASDAQ timelines of financial reports. Companies get delisted for many reasons, however the 3 main reasons are:</p><ol start=\"1\" style=\"\"><li><p>Voluntary delisting.</p></li><li><p>Falling below a certain market cap or $1.00 stock price.</p></li><li><p>Accounting issues/missed deadlines.</p></li></ol><p>Reason 3 is exactly why SMCI got delisted, and it tends to be the least common and perhaps most serious due to the internal inefficiencies. NASDAQ generally does have fairly long &#34;grace periods&#34; meaning SMCI failed to comply with the extended NASDAQ deadlines, something which has not happened to a company of SMCI&#39;s size in a long time.</p><h3 id=\"id_37544222\">Fine</h3><p>In 2020, SMCI paid a $17.5 million fine to the SEC for accounting violations in which they neither admitted nor denied the SEC findings. The violations were due to incorrect revenue recognition, understating expenses, and other accounting violations over a period of 3 years.</p><p>Arguably a one-off instance like this would not cause too much panic, but the continuous nature of this raises skepticism.</p><h3 id=\"id_1199563137\">Department of Justice</h3><p>On top of all this negativity, SMCI has an ongoing DoJ (Department of Justice) probe which is looking into accounting violations. DoJ probes are a big deal and are likely to have an overarching effect on the SMCI stock price even if all of all the other unknowns start to become more clear.</p><p>As I mentioned before with the Hindenburg research, we have to take their report with a pinch of salt since they are a short-seller after all. However, an investigation by the DoJ is much more serious and anything that comes up in that investigation will materially affect SMCI&#39;s future.</p><h3 id=\"id_494708400\">BDO Appointment</h3><p>The positive news after all of this is that SMCI managed to appoint BDO (the 5th largest accounting firm) after all of the above incidents, which has to be a win because it gives them hope to at least restore investor confidence, and prepare some financial statements. That&#39;s all the good news I can say about this though.</p><p>The bad news is that BDO isn&#39;t a big 4 company that SMCI would have appointed. BDO also has had poor results over recent years in terms of audit quality. To put it simply, SMCI would not have wanted to appoint an auditor outside of the Big 4. It&#39;s a shame that this is the way it is, but for a company in the S&amp;P 500, Big 4 auditors are by far the most common. Unless there&#39;s a good reason not to appoint a Big 4 auditor, S&amp;P 500 companies simply look a bit more questionable if they don&#39;t have a Big 4 company auditing them.</p><p>The other important thing to note is that even though SMCI has appointed a BDO, initial screening or conversations with EY (previous auditor) have not occurred. This was all disclosed in the 8-K but obviously wasn&#39;t part of the headlines. Simply what is happening is that BDO are the only company to at least consider looking at the SMCI books in the hope that everything is ok, and therefore they potentially have one of the biggest clients on the books.</p><p>In my opinion, realistically, the issues that EY found won&#39;t have been resolved and BDO will also likely find these issues, meaning they&#39;ll not sign off.</p><p>Let me take this even further. A first year audit takes a long time. It includes getting a very solid understanding of the company, the internal controls, previous period&#39;s numbers etc., etc. In my opinion, the entire process likely cannot happen before February 2025, which is when NASDAQ has granted a filing extension until.</p><p>If the BDO does manage to get all this work done, and assuming there&#39;s no issues found (unlikely in my opinion), there is still a chance of secondary reviews by regulators.</p><h2 id=\"id_4231930187\">So is SMCI a buy, sell, or hold?</h2><p>SMCI has performed well the last 3 weeks post appointment of auditor, BDO, plus a short squeeze. Whilst the share price shows some potential signs of recovery, I hope this article made it clear exactly how much risk there still is.</p><p>SMCI still has to get BDO to audit their financials by February without any findings, a potential secondary review, and also get through the DoJ investigation to essentially survive. If any of these come back with material findings, I think there&#39;s a very good chance that SMCI gets delisted, which will, of course, have material consequences for all investors.</p><p>Of course, I may be wrong here, and I may be overly worried about the legitimacy of the financials, but when there&#39;s hundreds and if not thousands of other stocks without any risk of these issues, I don&#39;t see why it&#39;s worth risking an investment into SMCI.</p><p>My overall take is that I&#39;d give it a 50:50 chance as to whether SMCI recovers and, in my opinion, investing in them is much more gambling, rather than data driven, educated, smart investing.</p></body></html>","source":"lsy1728464409321","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>Super Micro Computer: You're Gambling If You Buy This, Not Investing</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\">\nSuper Micro Computer: You're Gambling If You Buy This, Not Investing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-04 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines...</p>\n\n<a href=\"https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199304506","content_text":"SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines, which all raise serious concerns about its financial integrity.The appointment of BDO as the new auditor offers some hope but doesn't eliminate the significant risks and unresolved issues identified by Ernst & Young.Investing in SMCI now is more akin to gambling than smart investing due to the high level of unknowns and potential for severe negative outcomes.SlavkoSereda/iStock via Getty ImagesIntroductionI mostly like to talk about buying opportunities here on Seeking Alpha, but I've noted that a lot of people have been buying Super Micro Computer (NASDAQ:SMCI) recently, post the news that they appointed BDO as auditor.Despite this appointment having some potential good news and a sign of hope, there's way too many unknowns and risk factors that, as investors on the outside, we just don't know the answers to. Of course, when we invest, there's always some unknowns and risks to take, but for me here, there's just way too many unknowns, which makes it a very illogical investment.BackgroundSMCI has been on a crazy ride throughout 2024, rising from $28 back in January all the way up to $115 in March, which equates to a 307% increase in 3 months.It then dropped down to $18 by November 15th, erasing 85% of the total market cap. This drop came after Ernst & Young (SMCI's auditor) resigned on October 24th. Ernst & Young cited reasons including:Lack of trust in managementWeak internal controlsLack of board independenceWhen an auditor resigns from auditing a client the size of SMCI it's never a good sign. Auditors spend hours fighting to win over the biggest clients which allows them to rake in the huge audit fees, but when they deem the risk of being associated with a listed client to be far more negative than the huge audit fees they would receive, there's likely something out of the ordinary going on.Here's why SMCI is not worth investing into.If this auditor resignation was a one-off issue, then I'd be inclined to give SMCI the benefit of doubt (though I'd still remain extremely cautious), but unfortunately this negativity around SMCI is not a one-off at all.The past 6 years has seen:NASDAQ delisting$17.5 million fine to SECHindenburg Research (one of the most famous short sellers)Department of Justice probeI'm going to go over each one of these to explain exactly what's happened and my take on them all.NASDAQ delisting - 2018SMCI was temporarily delisted from the NASDAQ stock exchange in August 2018 due to failure to comply with NASDAQ timelines of financial reports. Companies get delisted for many reasons, however the 3 main reasons are:Voluntary delisting.Falling below a certain market cap or $1.00 stock price.Accounting issues/missed deadlines.Reason 3 is exactly why SMCI got delisted, and it tends to be the least common and perhaps most serious due to the internal inefficiencies. NASDAQ generally does have fairly long \"grace periods\" meaning SMCI failed to comply with the extended NASDAQ deadlines, something which has not happened to a company of SMCI's size in a long time.FineIn 2020, SMCI paid a $17.5 million fine to the SEC for accounting violations in which they neither admitted nor denied the SEC findings. The violations were due to incorrect revenue recognition, understating expenses, and other accounting violations over a period of 3 years.Arguably a one-off instance like this would not cause too much panic, but the continuous nature of this raises skepticism.Department of JusticeOn top of all this negativity, SMCI has an ongoing DoJ (Department of Justice) probe which is looking into accounting violations. DoJ probes are a big deal and are likely to have an overarching effect on the SMCI stock price even if all of all the other unknowns start to become more clear.As I mentioned before with the Hindenburg research, we have to take their report with a pinch of salt since they are a short-seller after all. However, an investigation by the DoJ is much more serious and anything that comes up in that investigation will materially affect SMCI's future.BDO AppointmentThe positive news after all of this is that SMCI managed to appoint BDO (the 5th largest accounting firm) after all of the above incidents, which has to be a win because it gives them hope to at least restore investor confidence, and prepare some financial statements. That's all the good news I can say about this though.The bad news is that BDO isn't a big 4 company that SMCI would have appointed. BDO also has had poor results over recent years in terms of audit quality. To put it simply, SMCI would not have wanted to appoint an auditor outside of the Big 4. It's a shame that this is the way it is, but for a company in the S&P 500, Big 4 auditors are by far the most common. Unless there's a good reason not to appoint a Big 4 auditor, S&P 500 companies simply look a bit more questionable if they don't have a Big 4 company auditing them.The other important thing to note is that even though SMCI has appointed a BDO, initial screening or conversations with EY (previous auditor) have not occurred. This was all disclosed in the 8-K but obviously wasn't part of the headlines. Simply what is happening is that BDO are the only company to at least consider looking at the SMCI books in the hope that everything is ok, and therefore they potentially have one of the biggest clients on the books.In my opinion, realistically, the issues that EY found won't have been resolved and BDO will also likely find these issues, meaning they'll not sign off.Let me take this even further. A first year audit takes a long time. It includes getting a very solid understanding of the company, the internal controls, previous period's numbers etc., etc. In my opinion, the entire process likely cannot happen before February 2025, which is when NASDAQ has granted a filing extension until.If the BDO does manage to get all this work done, and assuming there's no issues found (unlikely in my opinion), there is still a chance of secondary reviews by regulators.So is SMCI a buy, sell, or hold?SMCI has performed well the last 3 weeks post appointment of auditor, BDO, plus a short squeeze. Whilst the share price shows some potential signs of recovery, I hope this article made it clear exactly how much risk there still is.SMCI still has to get BDO to audit their financials by February without any findings, a potential secondary review, and also get through the DoJ investigation to essentially survive. If any of these come back with material findings, I think there's a very good chance that SMCI gets delisted, which will, of course, have material consequences for all investors.Of course, I may be wrong here, and I may be overly worried about the legitimacy of the financials, but when there's hundreds and if not thousands of other stocks without any risk of these issues, I don't see why it's worth risking an investment into SMCI.My overall take is that I'd give it a 50:50 chance as to whether SMCI recovers and, in my opinion, investing in them is much more gambling, rather than data driven, educated, smart investing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"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":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>重新迎接辉煌！钢铁侠马斯克","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>重新迎接辉煌！钢铁侠马斯克","text":"$特斯拉(TSLA)$ 重新迎接辉煌！钢铁侠马斯克","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316117750997160","isVote":1,"tweetType":1,"viewCount":677,"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":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"如果这种分析有用的话，那么这些分析师应该比巴菲特还有钱才对","listText":"如果这种分析有用的话，那么这些分析师应该比巴菲特还有钱才对","text":"如果这种分析有用的话，那么这些分析师应该比巴菲特还有钱才对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221344210239576","repostId":"2368438849","repostType":2,"repost":{"id":"2368438849","kind":"news","pubTimestamp":1695068171,"share":"https://www.laohu8.com/m/news/2368438849?lang=&edition=full","pubTime":"2023-09-19 04:16","market":"hk","language":"zh","title":"和大摩唱反调！高盛预计特斯拉价格战打不停，下调盈利预期，后者跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2368438849","media":"曹泽熙","summary":"此前$高盛$下调了该公司的盈利预期。此外，上个月，特斯拉已将其Model S Plaid在中国的价格下调了19%。Delaney认为，即使降价，特斯拉第三季度的销量仍将低于他之前的预期。整体来看，Delaney预计今年全年特斯拉的交付量预期达到184.2万辆。报告发布之日，特斯拉一度狂涨超10%。特斯拉目前拥有六家超级工厂，并正在为第七家工厂寻找选址。","content":"<html><head></head><body><p>9月18日周一，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>低开低走，收跌3.32%，报265.28美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/960e21115327060b3d0302e7636a0db6\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前<a href=\"https://laohu8.com/S/GS\">高盛</a>下调了该公司的盈利预期。高盛的分析师Mark Delaney在周一发布的一份报告中写道：</p><blockquote><p>我们认为，特斯拉可能会在2024年进一步下调价格，以支持更高的销量，我们认为这将削弱成本降低带来的每股收益增长。</p><p>由此，我们下调了特斯拉2023年和2024年每股收益的预期。</p></blockquote><p>高盛预测，特斯拉降价将会对其利润产生不利影响：</p><blockquote><p>特斯拉在9月1日大幅降低了S和X两类车的定价15-19%，并于8月中旬降低了Model Y在中国的定价。与此同时，特斯拉则提高了Model 3的更新版本Highland的定价，该版本现已在欧洲和中国销售。</p></blockquote><p>值得注意的是，特斯拉的新款Model 3 Highland版本并未出现在美国市场和英国等特定欧洲地区，这款车是否在美国上市，似乎取决于是否能够获得税收优惠。最初，特斯拉的Model 3后驱和长续航版本仅获得了3750美元的抵税额。</p><p>此外，上个月，特斯拉已将其Model S Plaid在中国的价格下调了19%。</p><p>Delaney认为，即使降价，特斯拉第三季度的销量仍将低于他之前的预期。在关键市场，特斯拉7月和8月的区域销售数据高于第二季度前两个月的数据，但他将第三季度特斯拉销量预测下调至46万辆。受到Highland推出的提振，并且考虑到大幅降价后S和X两款车销量的增加，他预计第四季度特斯拉销量将反弹至49.4万辆。整体来看，Delaney预计今年全年特斯拉的交付量预期达到184.2万辆。</p><p><strong>考虑到预期的ASP（平均售价）下降以及价格下降对汽车毛利率的影响，Delaney将2023年和2024年特斯拉的每股收益预期从之前的3.00美元/4.25美元分别下调至2.90美元/4.15美元。</strong></p><p>Delaney表示：</p><blockquote><p>我们对特斯拉的评级为中性，我们对特斯拉在行业中的领导地位和长期增长潜力的积极看法被中期利润所遇到的不利因素所抵消。</p></blockquote><p>Delaney继续维持275美元的目标价，略高于华尔街给出的270.8美元的平均目标价。</p><p>和高盛的谨慎形成鲜明对比的是，上周<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的Adam Jonas将特斯拉的目标价大幅上调了60%，他说，通过更快地采用<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车和网络服务，特斯拉的Dojo超级计算机可以使该公司市值增加多达5000亿美元（目前特斯拉市值约为8000亿美元）。报告发布之日，特斯拉一度狂涨超10%。</p><p>此外，周一早上，特斯拉还宣布正在与沙特阿拉伯就建立制造工厂进行“早期谈判”。沙特阿拉伯主权财富基金是特斯拉竞争对手Lucid的主要投资者。高盛补充说，沙特正在吸引特斯拉“有权购买该公司电动汽车所需的一定数量的金属和矿物”。特斯拉目前拥有六家超级工厂，并正在为第七家工厂寻找选址。</p><p>不过，该交易仍处于初期阶段，并不能保证它会取得成果。</p></body></html>","source":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>和大摩唱反调！高盛预计特斯拉价格战打不停，下调盈利预期，后者跌超3%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n和大摩唱反调！高盛预计特斯拉价格战打不停，下调盈利预期，后者跌超3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-19 04:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3698127?extract=1><strong>曹泽熙</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月18日周一，特斯拉低开低走，收跌3.32%，报265.28美元。此前高盛下调了该公司的盈利预期。高盛的分析师Mark Delaney在周一发布的一份报告中写道：我们认为，特斯拉可能会在2024年进一步下调价格，以支持更高的销量，我们认为这将削弱成本降低带来的每股收益增长。由此，我们下调了特斯拉2023年和2024年每股收益的预期。高盛预测，特斯拉降价将会对其利润产生不利影响：特斯拉在9月1日...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3698127?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d923f52f4c43c08c9600d11359b480a","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4511":"特斯拉概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4581":"高盛持仓","BK4127":"投资银行业与经纪业","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4592":"伊斯兰概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4534":"瑞士信贷持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4555":"新能源车","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4527":"明星科技股","BK4588":"碎股","TSLA":"特斯拉","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2063271972.USD":"富兰克林创新领域基金","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4574":"无人驾驶","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4504":"桥水持仓"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3698127?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2368438849","content_text":"9月18日周一，特斯拉低开低走，收跌3.32%，报265.28美元。此前高盛下调了该公司的盈利预期。高盛的分析师Mark Delaney在周一发布的一份报告中写道：我们认为，特斯拉可能会在2024年进一步下调价格，以支持更高的销量，我们认为这将削弱成本降低带来的每股收益增长。由此，我们下调了特斯拉2023年和2024年每股收益的预期。高盛预测，特斯拉降价将会对其利润产生不利影响：特斯拉在9月1日大幅降低了S和X两类车的定价15-19%，并于8月中旬降低了Model Y在中国的定价。与此同时，特斯拉则提高了Model 3的更新版本Highland的定价，该版本现已在欧洲和中国销售。值得注意的是，特斯拉的新款Model 3 Highland版本并未出现在美国市场和英国等特定欧洲地区，这款车是否在美国上市，似乎取决于是否能够获得税收优惠。最初，特斯拉的Model 3后驱和长续航版本仅获得了3750美元的抵税额。此外，上个月，特斯拉已将其Model S Plaid在中国的价格下调了19%。Delaney认为，即使降价，特斯拉第三季度的销量仍将低于他之前的预期。在关键市场，特斯拉7月和8月的区域销售数据高于第二季度前两个月的数据，但他将第三季度特斯拉销量预测下调至46万辆。受到Highland推出的提振，并且考虑到大幅降价后S和X两款车销量的增加，他预计第四季度特斯拉销量将反弹至49.4万辆。整体来看，Delaney预计今年全年特斯拉的交付量预期达到184.2万辆。考虑到预期的ASP（平均售价）下降以及价格下降对汽车毛利率的影响，Delaney将2023年和2024年特斯拉的每股收益预期从之前的3.00美元/4.25美元分别下调至2.90美元/4.15美元。Delaney表示：我们对特斯拉的评级为中性，我们对特斯拉在行业中的领导地位和长期增长潜力的积极看法被中期利润所遇到的不利因素所抵消。Delaney继续维持275美元的目标价，略高于华尔街给出的270.8美元的平均目标价。和高盛的谨慎形成鲜明对比的是，上周摩根士丹利的Adam Jonas将特斯拉的目标价大幅上调了60%，他说，通过更快地采用机器人出租车和网络服务，特斯拉的Dojo超级计算机可以使该公司市值增加多达5000亿美元（目前特斯拉市值约为8000亿美元）。报告发布之日，特斯拉一度狂涨超10%。此外，周一早上，特斯拉还宣布正在与沙特阿拉伯就建立制造工厂进行“早期谈判”。沙特阿拉伯主权财富基金是特斯拉竞争对手Lucid的主要投资者。高盛补充说，沙特正在吸引特斯拉“有权购买该公司电动汽车所需的一定数量的金属和矿物”。特斯拉目前拥有六家超级工厂，并正在为第七家工厂寻找选址。不过，该交易仍处于初期阶段，并不能保证它会取得成果。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1248,"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":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"价值投资者都是木叶村的火影，期待第四季度芯片供应缓解后的苹果汽车风口","listText":"价值投资者都是木叶村的火影，期待第四季度芯片供应缓解后的苹果汽车风口","text":"价值投资者都是木叶村的火影，期待第四季度芯片供应缓解后的苹果汽车风口","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854564392","repostId":"1178207364","repostType":2,"repost":{"id":"1178207364","kind":"news","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":1181,"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":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"这个大空头前段时间做空特斯拉亏得很惨，哈哈哈哈","listText":"这个大空头前段时间做空特斯拉亏得很惨，哈哈哈哈","text":"这个大空头前段时间做空特斯拉亏得很惨，哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369460799","repostId":"1140389351","repostType":4,"repost":{"id":"1140389351","kind":"news","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":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380459689443920,"gmtCreate":1733929735432,"gmtModify":1733977393767,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"<a 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击碎谣言，这么优秀的企业，这么重要的AI供应链，怎么能离开纳斯达克呢？恐怖片剧本都不敢这么写吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380459689443920","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371028873048208,"gmtCreate":1731597022177,"gmtModify":1731598705417,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"themes":[],"htmlText":"英国流氓名不虚传","listText":"英国流氓名不虚传","text":"英国流氓名不虚传","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371028873048208","repostId":"1188799949","repostType":2,"repost":{"id":"1188799949","kind":"news","pubTimestamp":1731574684,"share":"https://www.laohu8.com/m/news/1188799949?lang=&edition=full","pubTime":"2024-11-14 16:58","market":"us","language":"zh","title":"英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼","url":"https://stock-news.laohu8.com/highlight/detail?id=1188799949","media":"智通财经网","summary":"这并不是针对苹果的唯一一起竞争规则诉讼。","content":"<html><head></head><body><p>英国消费者组织Which?对苹果公司提起了价值30亿英镑的法律诉讼，指控其违反竞争法，通过低价锁定消费者于iCloud服务中。这场诉讼涉及过去九年内使用iCloud服务的约4000万英国苹果用户，若诉讼成功，他们可能获得赔偿。苹果公司则否认了这些指控，并表示用户有多种存储数据的选择，且数据转移简单。这起诉讼是大型科技公司在某些领域主导地位受到越来越严格审查的一个例证，也反映了全球范围内对苹果公司竞争规则相关诉讼的增加。</p><p style=\"text-align: justify;\">Which?已向英国竞争上诉法庭提起诉讼，指控苹果公司为其iCloud存储服务提供优惠待遇并“诱骗”苹果设备客户使用iCloud，从而违反了英国竞争法。该消费者组织指出，苹果鼓励其iOS用户注册iCloud存储，但同时使得使用其他云存储提供商变得困难。一旦iOS用户的数据超过免费的5GB限制，他们就必须为iCloud服务付费。Which?估计，个人消费者平均可能需要支付70英镑，具体取决于他们在这段时间内支付iCloud服务的时间长短。</p><p style=\"text-align: justify;\">Which?首席执行官安娜贝尔·霍尔特表示：“通过提出这一诉讼，Which?向苹果这样的大公司表明，它们不能欺骗英国消费者，否则将承担相应的后果。”她强调，这一法律行动旨在帮助消费者获得应得的赔偿，阻止将来发生类似行为，并创造一个更好、更具竞争力的市场。</p><p style=\"text-align: justify;\">Which?还声称苹果对iCloud订阅用户收取了过高的费用，并指出长期“锁定”这项服务可能会在价格、质量和选择方面付出巨大代价。由于苹果在手机和平板电脑市场占据主导地位，这种行为也为任何希望进入市场的新云服务提供商设置了障碍，阻碍了良性竞争。Which?声称，由此导致的竞争缺乏已导致消费者每年都要支付过高的费用。</p><p style=\"text-align: justify;\">该消费者组织要求向所有自2015年10月1日起使用iCloud服务的受影响Apple用户赔偿损失。这一行动之所以追溯到那个日期，是因为2015年《消费者权利法案》于那时生效，其中包括引入选择退出集体行动制度。集体诉讼是指代表受到共同事件或一系列事件影响的一群人提起的法律诉讼。Which?解释说，集体诉讼制度使其能够代表大量受到反竞争行为损害的人士。</p><p style=\"text-align: justify;\">Which?正在敦促苹果“通过向消费者退款并开放iOS以让用户真正选择云服务的方式解决这一索赔，而无需提起诉讼”。该消费者组织表示，下一步将获得竞争上诉法庭的许可，以代表身份行事，然后以集体方式进行诉讼。</p><p style=\"text-align: justify;\">苹果发言人表示：“苹果致力于为我们的客户提供更多选择。我们的用户不需要使用iCloud，许多用户都依赖各种第三方替代方案来存储数据。”“此外，我们努力使数据传输尽可能简单——无论是传输到iCloud还是其他服务。我们拒绝任何关于我们的iCloud做法违反竞争的说法，并将坚决抵制任何违反法律的索赔。”</p><p style=\"text-align: justify;\">值得一提的是，这并不是针对苹果提出的唯一一起与竞争规则有关的诉讼。据报道，去年美国的一项集体诉讼声称该科技公司通过垄断其设备用户的云存储向客户收取过高的费用。</p><p style=\"text-align: justify;\">与此同时，欧盟委员会6月份在初步调查结果中表示，苹果应用商店规则违反了《数字市场法案》(DMA)，“因为它们阻止应用程序开发商自由地引导消费者通过其他渠道获取优惠和内容”。</p><p style=\"text-align: justify;\">今年9月，欧盟委员会启动程序，“协助”苹果公司遵守其规定。上周，报道称，苹果公司将因对App Store的反垄断担忧而面临DMA规则下的第一笔罚款。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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英国消费者组织对苹果iCloud服务提起30亿英镑反垄断诉讼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 16:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1210887.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国消费者组织Which?对苹果公司提起了价值30亿英镑的法律诉讼，指控其违反竞争法，通过低价锁定消费者于iCloud服务中。这场诉讼涉及过去九年内使用iCloud服务的约4000万英国苹果用户，若诉讼成功，他们可能获得赔偿。苹果公司则否认了这些指控，并表示用户有多种存储数据的选择，且数据转移简单。这起诉讼是大型科技公司在某些领域主导地位受到越来越严格审查的一个例证，也反映了全球范围内对苹果公司...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1210887.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.zhitongcaijing.com/content/detail/1210887.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188799949","content_text":"英国消费者组织Which?对苹果公司提起了价值30亿英镑的法律诉讼，指控其违反竞争法，通过低价锁定消费者于iCloud服务中。这场诉讼涉及过去九年内使用iCloud服务的约4000万英国苹果用户，若诉讼成功，他们可能获得赔偿。苹果公司则否认了这些指控，并表示用户有多种存储数据的选择，且数据转移简单。这起诉讼是大型科技公司在某些领域主导地位受到越来越严格审查的一个例证，也反映了全球范围内对苹果公司竞争规则相关诉讼的增加。Which?已向英国竞争上诉法庭提起诉讼，指控苹果公司为其iCloud存储服务提供优惠待遇并“诱骗”苹果设备客户使用iCloud，从而违反了英国竞争法。该消费者组织指出，苹果鼓励其iOS用户注册iCloud存储，但同时使得使用其他云存储提供商变得困难。一旦iOS用户的数据超过免费的5GB限制，他们就必须为iCloud服务付费。Which?估计，个人消费者平均可能需要支付70英镑，具体取决于他们在这段时间内支付iCloud服务的时间长短。Which?首席执行官安娜贝尔·霍尔特表示：“通过提出这一诉讼，Which?向苹果这样的大公司表明，它们不能欺骗英国消费者，否则将承担相应的后果。”她强调，这一法律行动旨在帮助消费者获得应得的赔偿，阻止将来发生类似行为，并创造一个更好、更具竞争力的市场。Which?还声称苹果对iCloud订阅用户收取了过高的费用，并指出长期“锁定”这项服务可能会在价格、质量和选择方面付出巨大代价。由于苹果在手机和平板电脑市场占据主导地位，这种行为也为任何希望进入市场的新云服务提供商设置了障碍，阻碍了良性竞争。Which?声称，由此导致的竞争缺乏已导致消费者每年都要支付过高的费用。该消费者组织要求向所有自2015年10月1日起使用iCloud服务的受影响Apple用户赔偿损失。这一行动之所以追溯到那个日期，是因为2015年《消费者权利法案》于那时生效，其中包括引入选择退出集体行动制度。集体诉讼是指代表受到共同事件或一系列事件影响的一群人提起的法律诉讼。Which?解释说，集体诉讼制度使其能够代表大量受到反竞争行为损害的人士。Which?正在敦促苹果“通过向消费者退款并开放iOS以让用户真正选择云服务的方式解决这一索赔，而无需提起诉讼”。该消费者组织表示，下一步将获得竞争上诉法庭的许可，以代表身份行事，然后以集体方式进行诉讼。苹果发言人表示：“苹果致力于为我们的客户提供更多选择。我们的用户不需要使用iCloud，许多用户都依赖各种第三方替代方案来存储数据。”“此外，我们努力使数据传输尽可能简单——无论是传输到iCloud还是其他服务。我们拒绝任何关于我们的iCloud做法违反竞争的说法，并将坚决抵制任何违反法律的索赔。”值得一提的是，这并不是针对苹果提出的唯一一起与竞争规则有关的诉讼。据报道，去年美国的一项集体诉讼声称该科技公司通过垄断其设备用户的云存储向客户收取过高的费用。与此同时，欧盟委员会6月份在初步调查结果中表示，苹果应用商店规则违反了《数字市场法案》(DMA)，“因为它们阻止应用程序开发商自由地引导消费者通过其他渠道获取优惠和内容”。今年9月，欧盟委员会启动程序，“协助”苹果公司遵守其规定。上周，报道称，苹果公司将因对App 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17:09","market":"us","language":"zh","title":"美国传奇投资人跳楼自杀，坚持价值投资数十载","url":"https://stock-news.laohu8.com/highlight/detail?id=1146507377","media":"华尔街见闻","summary":"沃克斯是深度价值投资者，其管理的基金鼎盛时期规模曾达200亿美元。","content":"<p>作者：俞涛</p><p>据媒体报道，本周一下午，著名价值投资者沃克斯(Charles&nbsp;de&nbsp;Vaulx)被发现自杀身亡。这一消息令资产管理业界震惊不已。</p><p>纽约警方向巴伦周刊证实，沃克斯从曼哈顿一幢大楼的十层纵身跃下。</p><p>沃克斯是International&nbsp;value&nbsp;Advisors（以下简称IVA）的联合创始人。3月10日，IVA突然宣布将对基金进行清算并停止业务，并已于4月19日完成清算。</p><p>享年59岁的沃克斯是两个孩子的父亲，同时也是一名坚定价值投资者。在沃克斯漫长的职业生涯中， 他青睐投资被低估和冷门的股票，并且从未偏离过自己的深度价值投资方法。</p><p><img src=\"https://static.tigerbbs.com/fb72c1111e6804b28f2b1622933fe612\" tg-width=\"620\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p><p>但也因如此，其管理的基金在过去十年的收益率，大幅跑输市场上的成长型股票。</p><p>沃克斯和其他三名合伙人在2008年创立International value Advisors（以下简称IVA）之初，他们的价值投资方法在金融危机期间非常受欢迎。并且很快就吸引了大量资金。</p><p>根据晨星的数据，截至2010年底，IVA国际（IVIQX）已积累了23亿美元的资产，而IVA全球（IVWIX）已累计积累93亿美元。IVA在鼎盛时期管理的资产超过200亿美元，但截至去年底，IVA所管理的资金规模已缩减至8.63亿美元，有两位联合创始人也先后离开。</p><p>这位来自法国的基金经理，曾在2001年与其导师Jea Marie Eveillard共同被评为晨星公司的年度国际基金经理。2006年，他再次获得了该奖项的亚军。</p><p>其导师Eveillard也表示了对沃克斯的缅怀：我会永远怀念这个1987年在SoGen基金需要支持时，一直帮助我的实习生。沃克斯之后在First Eagle Funds的工作也一如既往。</p><p>First Eagle Fund的官网也表达了对沃克斯的致敬，他们表示：沃克斯在投资管理行业，和在那些与他合作过的人身上，留下了不可磨灭的印记。他也是First Eagle Fund价值团队的主要贡献者。</p><p>晨星公司的高级分析师Gregg Wolper如此形容沃克斯：</p><blockquote>他践行着自下而上的投资策略，他对公司进行深入的研究，并对这些公司的价值热情辩护。全球积累了十分高企的债务水平，无论是公司还是个人，而这些困扰着他。另外，市场上公司的估值都很高，使得沃克斯这一价值投资者在股市疯狂上涨时仍坚持持有现金。他之所以坚持这点，并不是因为他固执。而是他认为，这是保护股东们免受亏损的最佳投资方式。这是他在行使他的义务。</blockquote><p>但正是这些理念，令他赢得了业界的尊重。</p><p>GoodHaven资本的基金经理Larry Pitkowsky也称：</p><blockquote>Valux是一位有思想、有才华、纪律严明、规避风险的投资者，他同时也是众多资产管理公司的朋友。</blockquote><p>“沃克斯纵身一跃，归于自己的宿命，但价值已开始回归”，巴伦周刊如此写到。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国传奇投资人跳楼自杀，坚持价值投资数十载\n</h2>\n\n<h4 class=\"meta\">\n\n2021-04-29 17:09 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：俞涛据媒体报道，本周一下午，著名价值投资者沃克斯(Charles de Vaulx)被发现自杀身亡。这一消息令资产管理业界震惊不已。纽约警方向巴伦周刊证实，沃克斯从曼哈顿一幢大楼的十层纵身跃下。沃克斯是International value Advisors（以下简称IVA）的联合创始人。3月10日，IVA突然宣布将对基金进行清算并停止业务，并已于4月19日完成清算。享年59岁的沃克斯是两个...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2267b427fdb940c6c89c4eba2323002d","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146507377","content_text":"作者：俞涛据媒体报道，本周一下午，著名价值投资者沃克斯(Charles de Vaulx)被发现自杀身亡。这一消息令资产管理业界震惊不已。纽约警方向巴伦周刊证实，沃克斯从曼哈顿一幢大楼的十层纵身跃下。沃克斯是International value Advisors（以下简称IVA）的联合创始人。3月10日，IVA突然宣布将对基金进行清算并停止业务，并已于4月19日完成清算。享年59岁的沃克斯是两个孩子的父亲，同时也是一名坚定价值投资者。在沃克斯漫长的职业生涯中， 他青睐投资被低估和冷门的股票，并且从未偏离过自己的深度价值投资方法。但也因如此，其管理的基金在过去十年的收益率，大幅跑输市场上的成长型股票。沃克斯和其他三名合伙人在2008年创立International value Advisors（以下简称IVA）之初，他们的价值投资方法在金融危机期间非常受欢迎。并且很快就吸引了大量资金。根据晨星的数据，截至2010年底，IVA国际（IVIQX）已积累了23亿美元的资产，而IVA全球（IVWIX）已累计积累93亿美元。IVA在鼎盛时期管理的资产超过200亿美元，但截至去年底，IVA所管理的资金规模已缩减至8.63亿美元，有两位联合创始人也先后离开。这位来自法国的基金经理，曾在2001年与其导师Jea Marie Eveillard共同被评为晨星公司的年度国际基金经理。2006年，他再次获得了该奖项的亚军。其导师Eveillard也表示了对沃克斯的缅怀：我会永远怀念这个1987年在SoGen基金需要支持时，一直帮助我的实习生。沃克斯之后在First Eagle Funds的工作也一如既往。First Eagle Fund的官网也表达了对沃克斯的致敬，他们表示：沃克斯在投资管理行业，和在那些与他合作过的人身上，留下了不可磨灭的印记。他也是First Eagle Fund价值团队的主要贡献者。晨星公司的高级分析师Gregg Wolper如此形容沃克斯：他践行着自下而上的投资策略，他对公司进行深入的研究，并对这些公司的价值热情辩护。全球积累了十分高企的债务水平，无论是公司还是个人，而这些困扰着他。另外，市场上公司的估值都很高，使得沃克斯这一价值投资者在股市疯狂上涨时仍坚持持有现金。他之所以坚持这点，并不是因为他固执。而是他认为，这是保护股东们免受亏损的最佳投资方式。这是他在行使他的义务。但正是这些理念，令他赢得了业界的尊重。GoodHaven资本的基金经理Larry Pitkowsky也称：Valux是一位有思想、有才华、纪律严明、规避风险的投资者，他同时也是众多资产管理公司的朋友。“沃克斯纵身一跃，归于自己的宿命，但价值已开始回归”，巴伦周刊如此写到。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}