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Jerry621
2021-09-10
X下纯纯粹粹
【异动股】中国太保(02601.HK)涨3.35%
Jerry621
2021-05-26
恢复很好的感觉真好看
Jerry621
2021-05-22
犹犹豫豫小心翼翼斤斤w
Jerry621
2021-05-21
中国美国大不一样
Jerry621
2021-05-20
美国总统大选中获胜的关键时刻还是会有一个人的时候
Jerry621
2021-05-18
京津冀
抱歉,原内容已删除
Jerry621
2021-05-18
越来越感觉到尽头
Jerry621
2021-05-17
印度变异病毒感染全球吗?
Jerry621
2021-05-16
通货膨胀要来了
Jerry621
2021-05-15
危机四伏,大地红色
Jerry621
2021-05-13
暴跌行情分析化学专业学习知识培训。
Jerry621
2021-05-12
大奇迹日,你在哪
Jerry621
2021-05-11
年轻人偶像
从峰值回撤35%!“木头姐”旗下ETF再度重挫
Jerry621
2021-05-11
原宇宙
Soul App赴美冲刺“社交元宇宙”第一股
Jerry621
2021-05-10
好久不见,凤尾香罗.
Jerry621
2021-05-07
后悔没有早点认识自己
Jerry621
2021-05-05
大跌大跌,还有什么可预期
Jerry621
2021-05-04
印度加油,印度加油!
Jerry621
2021-05-02
巴菲特巴菲特,大家真的懂吗
Jerry621
2021-05-01
马来西亚要求别人做到现在
去老虎APP查看更多动态
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10:47","market":"hk","language":"zh","title":"【异动股】中国太保(02601.HK)涨3.35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2166297353","media":"金融界网站","summary":"【财华社讯】中国太保(02601.HK)截至10:47上涨3.35%,现报24.65港元,涨0.8港元。成交473万股,涉资1.154亿元。(出处:FinetAI)","content":"<html><body><div><p> 【财华社讯】<a href=\"https://laohu8.com/S/601601\">中国太保</a>(02601.HK)截至10:47上涨3.35%,现报24.65港元,涨0.8港元。成交473万股,涉资1.154亿元。(出处:FinetAI)</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_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>【异动股】中国太保(02601.HK)涨3.35%</title>\n<style 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08:46","market":"us","language":"zh","title":"从峰值回撤35%!“木头姐”旗下ETF再度重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2134561946","media":"华尔街见闻","summary":"人称“木头姐”的Cathie Wood所管理的主动ETF当中,创新ETF(代码:ARKK)今日下跌5.23%,年初以来则是下跌16.48%,而从年内高点起算的回调幅度已经接近35%。她所管理的6只主动ETF当中,仅有ARKQ年内实现上涨。","content":"<p>人称“木头姐”的Cathie Wood所管理的主动ETF当中,创新ETF(代码:ARKK)今年出现明显下跌。根据行情数据,年初以来ARKK曾一度实现了接近26%的年内涨幅,但在2月中旬情况急转直下。截至周一收盘,ARKK报收于103.98美元,日内跌5.23%,而年初以来则是下跌16.48%。如果从2月12日创下的年内高点159.70美元起算,ARKK的回调幅度已经接近35%。<img src=\"https://static.tigerbbs.com/78bc200379fc40aef738301fa5a86ba7\" tg-width=\"1008\" tg-height=\"651\" referrerpolicy=\"no-referrer\">根据统计,截至美东时间5月10日,<b>ARKK目前仍有持仓的股票当中,仅有7只年内出现上涨,而年内下跌的则多达33只,其中有22只的跌幅达到或超过两位数,包括EDITAS MEDICINE在内的3只股票年内跌幅更是超过50%。</b><img src=\"https://static.tigerbbs.com/f49ac2efc8976f13b29cd5637e645dfe\" tg-width=\"1689\" tg-height=\"1001\" referrerpolicy=\"no-referrer\">不过,对于目前ARKK以及其成分股出现的跌势,Cathie Wood本人却颇为淡定。她上周五曾经重申了自己的长期投资理念。当时她表示,科技股回落不值得担忧,如果放眼5年看长期收益,“除了价格之外,什么都没有改变”。她甚至还表示,适当的下跌标志着其基金更健康的前景。她在CNBC一档名为Closing Bell的节目中表示:</p><blockquote>我喜欢这样(科技股回调后)的局面,对我们来说,如果市场一股脑地挤在我们所关注的创新领域,那才是最糟糕的情况。</blockquote><p>不过,虽然Cathie Wood仍然淡定,但是投资者已经表示了担忧。根据FactSet的数据,本月至今流出ARKK的资金已经超过11亿美元,而包括五只核心ETF在内,本月已经有接近20亿美元的投资者资金从Ark Invest流出。</p><p>而ARKK的技术面情况同样不容乐观,之前它曾经跌破了200日移动平均线这一重要的技术水平。此前有分析师已经指出,ARKK明显超卖,目前净值已跌破9月来的一条底部<a href=\"https://laohu8.com/S/42T.SI\">趋势线</a>(下图红色虚线),如果不能尽快出现反弹,回到趋势线上方,可能会遭受更大幅度的“瀑布式下跌”,给整个市场带来麻烦。</p><p><img src=\"https://static.tigerbbs.com/fd95e936956985c63c8e23b7f3f70475\" tg-width=\"799\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p><p>Cathie Wood管理的其他主动ETF年初以来表现同样不佳。根据统计,6只主动型ETF当中,仅有ARK Industrial Innovation ETF(代码:ARKQ)年初以来实现了1.59%的上涨,其他ETF均出现了下跌。</p><p><img src=\"https://static.tigerbbs.com/a1e226f152211dfc3998503b66bf4161\" tg-width=\"805\" tg-height=\"174\" referrerpolicy=\"no-referrer\"></p>","source":"wallstreetcn_api","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>从峰值回撤35%!“木头姐”旗下ETF再度重挫</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; 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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从峰值回撤35%!“木头姐”旗下ETF再度重挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 08:46 北京时间 <a href=https://wallstreetcn.com/articles/3629968><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>人称“木头姐”的Cathie Wood所管理的主动ETF当中,创新ETF(代码:ARKK)今年出现明显下跌。根据行情数据,年初以来ARKK曾一度实现了接近26%的年内涨幅,但在2月中旬情况急转直下。截至周一收盘,ARKK报收于103.98美元,日内跌5.23%,而年初以来则是下跌16.48%。如果从2月12日创下的年内高点159.70美元起算,ARKK的回调幅度已经接近35%。根据统计,截至美东...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3629968\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://wallstreetcn.com/articles/3629968","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134561946","content_text":"人称“木头姐”的Cathie Wood所管理的主动ETF当中,创新ETF(代码:ARKK)今年出现明显下跌。根据行情数据,年初以来ARKK曾一度实现了接近26%的年内涨幅,但在2月中旬情况急转直下。截至周一收盘,ARKK报收于103.98美元,日内跌5.23%,而年初以来则是下跌16.48%。如果从2月12日创下的年内高点159.70美元起算,ARKK的回调幅度已经接近35%。根据统计,截至美东时间5月10日,ARKK目前仍有持仓的股票当中,仅有7只年内出现上涨,而年内下跌的则多达33只,其中有22只的跌幅达到或超过两位数,包括EDITAS MEDICINE在内的3只股票年内跌幅更是超过50%。不过,对于目前ARKK以及其成分股出现的跌势,Cathie Wood本人却颇为淡定。她上周五曾经重申了自己的长期投资理念。当时她表示,科技股回落不值得担忧,如果放眼5年看长期收益,“除了价格之外,什么都没有改变”。她甚至还表示,适当的下跌标志着其基金更健康的前景。她在CNBC一档名为Closing Bell的节目中表示:我喜欢这样(科技股回调后)的局面,对我们来说,如果市场一股脑地挤在我们所关注的创新领域,那才是最糟糕的情况。不过,虽然Cathie Wood仍然淡定,但是投资者已经表示了担忧。根据FactSet的数据,本月至今流出ARKK的资金已经超过11亿美元,而包括五只核心ETF在内,本月已经有接近20亿美元的投资者资金从Ark Invest流出。而ARKK的技术面情况同样不容乐观,之前它曾经跌破了200日移动平均线这一重要的技术水平。此前有分析师已经指出,ARKK明显超卖,目前净值已跌破9月来的一条底部趋势线(下图红色虚线),如果不能尽快出现反弹,回到趋势线上方,可能会遭受更大幅度的“瀑布式下跌”,给整个市场带来麻烦。Cathie Wood管理的其他主动ETF年初以来表现同样不佳。根据统计,6只主动型ETF当中,仅有ARK Industrial Innovation ETF(代码:ARKQ)年初以来实现了1.59%的上涨,其他ETF均出现了下跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199819236,"gmtCreate":1620694379325,"gmtModify":1634197073760,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"原宇宙","listText":"原宇宙","text":"原宇宙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199819236","repostId":"1150043220","repostType":4,"repost":{"id":"1150043220","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":1620692368,"share":"https://www.laohu8.com/m/news/1150043220?lang=&edition=full","pubTime":"2021-05-11 08:19","market":"hk","language":"zh","title":"Soul App赴美冲刺“社交元宇宙”第一股","url":"https://stock-news.laohu8.com/highlight/detail?id=1150043220","media":"老虎资讯综合","summary":"北京时间5月11日,年轻人的“社交元宇宙”第一股SoulApp向美国证券交易委员会(SEC)提交了首次公开发行(IPO)申请,计划在纳斯达克挂牌上市(交易代码:SSR)。据悉,摩根士丹利、美银,杰富瑞","content":"<p><img src=\"https://static.tigerbbs.com/cd681045ecea80d09db1fc81f7744465\" tg-width=\"560\" tg-height=\"362\" referrerpolicy=\"no-referrer\">北京时间5月11日,年轻人的“社交元宇宙”第一股SoulApp向美国证券交易委员会(SEC)提交了首次公开发行(IPO)申请,计划在纳斯达克挂牌上市(交易代码:SSR)。据悉,摩根士丹利、美银,杰富瑞和中金为此次IPO联席承销商。招股书显示,2019年到2020年,SoulApp的营收分别为人民币7070万元,人民币4.98亿元,同比增长604.3%。2021年第一季度营收为人民币2.38亿元,同比增长260%。</p><p>截至2021年第一季度,SoulApp手机移动端月活跃用户已达到3320万,日活跃用户910万,同比增长分别为109%和94.4%。用户活跃度和粘性数据均表现优异,据招股书披露,2021年3月,35%的月活用户主动创造内容;89.1%的月活用户与其它用户产生深度互动;57.1%的日活用户发出点对点的消息,每DAU日均产生62条私聊消息,月累计超过100亿条。日活用户日均启动次数24次,平均使用时长40分钟,体现出了良好的用户粘性和活跃度。</p><p>招股书显示,SoulApp的变现方式包括增值服务,广告、Giftmoji社交电商。目前虽在变现早期,但表现出极高的增长速度和收入质量。仅一年时间,月均付费用户数量就从2019年的26.89万增加到2020年的92.93万,2021年一季度达到154.45万。月均用户付费率从2019年的2.3%增长至2020年的4.5%,2021年一季度持续上涨至4.8%;每付费用户月均收入也从21.9元增长到43.5元,21年一季度达到48.6元;Soul的内容来自于UGC,成本主要为支付渠道费用,2020年的毛利率达到81%,一季度增长到86.2%。</p><p>此外,招股书显示,Soul股东阵容强大。包括腾讯,元生等最懂社交的投资机构。腾讯对Soul的大比例持股进一步显示腾讯在继投资Epic、Roblox之后对Metaverse全真互联网的重仓。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoul App赴美冲刺“社交元宇宙”第一股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-11 08:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/cd681045ecea80d09db1fc81f7744465\" tg-width=\"560\" tg-height=\"362\" referrerpolicy=\"no-referrer\">北京时间5月11日,年轻人的“社交元宇宙”第一股SoulApp向美国证券交易委员会(SEC)提交了首次公开发行(IPO)申请,计划在纳斯达克挂牌上市(交易代码:SSR)。据悉,摩根士丹利、美银,杰富瑞和中金为此次IPO联席承销商。招股书显示,2019年到2020年,SoulApp的营收分别为人民币7070万元,人民币4.98亿元,同比增长604.3%。2021年第一季度营收为人民币2.38亿元,同比增长260%。</p><p>截至2021年第一季度,SoulApp手机移动端月活跃用户已达到3320万,日活跃用户910万,同比增长分别为109%和94.4%。用户活跃度和粘性数据均表现优异,据招股书披露,2021年3月,35%的月活用户主动创造内容;89.1%的月活用户与其它用户产生深度互动;57.1%的日活用户发出点对点的消息,每DAU日均产生62条私聊消息,月累计超过100亿条。日活用户日均启动次数24次,平均使用时长40分钟,体现出了良好的用户粘性和活跃度。</p><p>招股书显示,SoulApp的变现方式包括增值服务,广告、Giftmoji社交电商。目前虽在变现早期,但表现出极高的增长速度和收入质量。仅一年时间,月均付费用户数量就从2019年的26.89万增加到2020年的92.93万,2021年一季度达到154.45万。月均用户付费率从2019年的2.3%增长至2020年的4.5%,2021年一季度持续上涨至4.8%;每付费用户月均收入也从21.9元增长到43.5元,21年一季度达到48.6元;Soul的内容来自于UGC,成本主要为支付渠道费用,2020年的毛利率达到81%,一季度增长到86.2%。</p><p>此外,招股书显示,Soul股东阵容强大。包括腾讯,元生等最懂社交的投资机构。腾讯对Soul的大比例持股进一步显示腾讯在继投资Epic、Roblox之后对Metaverse全真互联网的重仓。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22fb0a544aa253b668379d9f58bbe5a9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150043220","content_text":"北京时间5月11日,年轻人的“社交元宇宙”第一股SoulApp向美国证券交易委员会(SEC)提交了首次公开发行(IPO)申请,计划在纳斯达克挂牌上市(交易代码:SSR)。据悉,摩根士丹利、美银,杰富瑞和中金为此次IPO联席承销商。招股书显示,2019年到2020年,SoulApp的营收分别为人民币7070万元,人民币4.98亿元,同比增长604.3%。2021年第一季度营收为人民币2.38亿元,同比增长260%。截至2021年第一季度,SoulApp手机移动端月活跃用户已达到3320万,日活跃用户910万,同比增长分别为109%和94.4%。用户活跃度和粘性数据均表现优异,据招股书披露,2021年3月,35%的月活用户主动创造内容;89.1%的月活用户与其它用户产生深度互动;57.1%的日活用户发出点对点的消息,每DAU日均产生62条私聊消息,月累计超过100亿条。日活用户日均启动次数24次,平均使用时长40分钟,体现出了良好的用户粘性和活跃度。招股书显示,SoulApp的变现方式包括增值服务,广告、Giftmoji社交电商。目前虽在变现早期,但表现出极高的增长速度和收入质量。仅一年时间,月均付费用户数量就从2019年的26.89万增加到2020年的92.93万,2021年一季度达到154.45万。月均用户付费率从2019年的2.3%增长至2020年的4.5%,2021年一季度持续上涨至4.8%;每付费用户月均收入也从21.9元增长到43.5元,21年一季度达到48.6元;Soul的内容来自于UGC,成本主要为支付渠道费用,2020年的毛利率达到81%,一季度增长到86.2%。此外,招股书显示,Soul股东阵容强大。包括腾讯,元生等最懂社交的投资机构。腾讯对Soul的大比例持股进一步显示腾讯在继投资Epic、Roblox之后对Metaverse全真互联网的重仓。","news_type":1},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190710511,"gmtCreate":1620652143233,"gmtModify":1634197412144,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"好久不见,凤尾香罗.","listText":"好久不见,凤尾香罗.","text":"好久不见,凤尾香罗.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/190710511","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104670678,"gmtCreate":1620389798094,"gmtModify":1634205594878,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"后悔没有早点认识自己","listText":"后悔没有早点认识自己","text":"后悔没有早点认识自己","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/104670678","isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102046024,"gmtCreate":1620170905768,"gmtModify":1634207346877,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"大跌大跌,还有什么可预期","listText":"大跌大跌,还有什么可预期","text":"大跌大跌,还有什么可预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/102046024","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106044439,"gmtCreate":1620081230721,"gmtModify":1634208081587,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"印度加油,印度加油!","listText":"印度加油,印度加油!","text":"印度加油,印度加油!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/106044439","isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101769978,"gmtCreate":1619944451994,"gmtModify":1634208935716,"author":{"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","listText":"[得意] ","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/100077992","repostId":"1175946592","repostType":4,"repost":{"id":"1175946592","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":1619569130,"share":"https://www.laohu8.com/m/news/1175946592?lang=&edition=full","pubTime":"2021-04-28 08:18","market":"us","language":"zh","title":"疫情缓和导致用户增速放缓,Pinterest财报后大跌逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175946592","media":"老虎资讯综合","summary":"美东时间4月27日盘后,图片社交平台Pinterest 公布了2021第一季度财报,营收和EPS均好于预期,由于疫情的缓和,其3月后的用户增长有所放缓,股价盘后大跌10%。财报显示,Pinterest","content":"<p>美东时间4月27日盘后,图片社交平台Pinterest 公布了2021第一季度财报,营收和EPS均好于预期,由于疫情的缓和,其3月后的用户增长有所放缓,股价盘后大跌10%。<img src=\"https://static.tigerbbs.com/bbd312c78151836cf0dd7b6ed3867448\" tg-width=\"1484\" tg-height=\"1170\" referrerpolicy=\"no-referrer\">财报显示,Pinterest第一季度收入同比增长78%,达到4.85亿美元。其中来自美国本土的收入3.9亿美元,同比增长65%,来自海外的收入同比大增170%至9500万美元,本季度主要巴西表现抢眼。</p><p>GAAP下第一季度净亏损为2167万美元,或每股净亏损$0.03;Non-GAAP 净利润7853万美元,或每股收益$0.11;调整后的EBITDA 为8382万美元。<img src=\"https://static.tigerbbs.com/7efc1a2119185f0d99d11e9caaa0e4ac\" tg-width=\"2126\" tg-height=\"730\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/09235c8fea528b573814d4f4e8aec091\" tg-width=\"1362\" tg-height=\"856\" referrerpolicy=\"no-referrer\">\"第一季度业绩强劲,建立在2020年的势头上。Pinterest首席财务官兼业务运营主管Todd Morgenfeld说:\"我们的国际业务持续快速增长,中小型广告商的采用率提高,推动了78%的收入同比增长。\"在我们继续驾驭COVID-19的不确定性时,我们计划继续专注于推动投资,以提供鼓舞人心的Pinner体验和可衡量的广告商价值。\"</p><p><b>运营数据:</b></p><p>截止3月底,Pinterest全球月活跃用户(MAUs)同比增长30%,达到4.78亿。其中,美国本土MAUs为9800万,同比增长9%,去年同期为9000万;海外MAUs为3.8亿,与上年同期的2.77亿相比,同比增长37%。</p><p>第一季度,全球用户的ARPU(每用户平均收入)值为1.04美元,而去年同期为0.77美元。ARPU值的扩大是由于公司广告需求增加。其中,美国本土用户ARPU值为3.99美元,同比增长了50%,海外用户ARPU值为0.26美元,同比增长91%。国际ARPU值仍然处于早期阶段,刚提供广告。</p><p>该公司在给股东的信中写道:\"从3月中旬开始,疫情缓和限制了我们美国MAU的增长,并降低了用户参与度,因为人们花在网上的时间减少了。虽然在第一季度,我们看到我们在2020年期间获得的MAU有很好的保留,但我们仍然不知道这种保留是否会持续或持续多久。\"</p><p>公司给予第二季度收入指引为同比增105%,预计全球MAU将实现百分之十几的增长(10的中位百分比),美国MAU将大约持平去年同期。公司在信中指出,2021年的战略重点仍然是内容、Pinner体验、广告商的成功和购物,并打算进一步增加我们的员工人数,特别是支持国际扩张努力。并且表示,将在2021年扩大品牌营销。</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>疫情缓和导致用户增速放缓,Pinterest财报后大跌逾10%</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{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n疫情缓和导致用户增速放缓,Pinterest财报后大跌逾10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-28 08:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间4月27日盘后,图片社交平台Pinterest 公布了2021第一季度财报,营收和EPS均好于预期,由于疫情的缓和,其3月后的用户增长有所放缓,股价盘后大跌10%。<img src=\"https://static.tigerbbs.com/bbd312c78151836cf0dd7b6ed3867448\" tg-width=\"1484\" tg-height=\"1170\" referrerpolicy=\"no-referrer\">财报显示,Pinterest第一季度收入同比增长78%,达到4.85亿美元。其中来自美国本土的收入3.9亿美元,同比增长65%,来自海外的收入同比大增170%至9500万美元,本季度主要巴西表现抢眼。</p><p>GAAP下第一季度净亏损为2167万美元,或每股净亏损$0.03;Non-GAAP 净利润7853万美元,或每股收益$0.11;调整后的EBITDA 为8382万美元。<img src=\"https://static.tigerbbs.com/7efc1a2119185f0d99d11e9caaa0e4ac\" tg-width=\"2126\" tg-height=\"730\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/09235c8fea528b573814d4f4e8aec091\" tg-width=\"1362\" tg-height=\"856\" referrerpolicy=\"no-referrer\">\"第一季度业绩强劲,建立在2020年的势头上。Pinterest首席财务官兼业务运营主管Todd Morgenfeld说:\"我们的国际业务持续快速增长,中小型广告商的采用率提高,推动了78%的收入同比增长。\"在我们继续驾驭COVID-19的不确定性时,我们计划继续专注于推动投资,以提供鼓舞人心的Pinner体验和可衡量的广告商价值。\"</p><p><b>运营数据:</b></p><p>截止3月底,Pinterest全球月活跃用户(MAUs)同比增长30%,达到4.78亿。其中,美国本土MAUs为9800万,同比增长9%,去年同期为9000万;海外MAUs为3.8亿,与上年同期的2.77亿相比,同比增长37%。</p><p>第一季度,全球用户的ARPU(每用户平均收入)值为1.04美元,而去年同期为0.77美元。ARPU值的扩大是由于公司广告需求增加。其中,美国本土用户ARPU值为3.99美元,同比增长了50%,海外用户ARPU值为0.26美元,同比增长91%。国际ARPU值仍然处于早期阶段,刚提供广告。</p><p>该公司在给股东的信中写道:\"从3月中旬开始,疫情缓和限制了我们美国MAU的增长,并降低了用户参与度,因为人们花在网上的时间减少了。虽然在第一季度,我们看到我们在2020年期间获得的MAU有很好的保留,但我们仍然不知道这种保留是否会持续或持续多久。\"</p><p>公司给予第二季度收入指引为同比增105%,预计全球MAU将实现百分之十几的增长(10的中位百分比),美国MAU将大约持平去年同期。公司在信中指出,2021年的战略重点仍然是内容、Pinner体验、广告商的成功和购物,并打算进一步增加我们的员工人数,特别是支持国际扩张努力。并且表示,将在2021年扩大品牌营销。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/60b12c9fce00f449aaea0d7cd3e2cdff","relate_stocks":{"PINS":"Pinterest, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175946592","content_text":"美东时间4月27日盘后,图片社交平台Pinterest 公布了2021第一季度财报,营收和EPS均好于预期,由于疫情的缓和,其3月后的用户增长有所放缓,股价盘后大跌10%。财报显示,Pinterest第一季度收入同比增长78%,达到4.85亿美元。其中来自美国本土的收入3.9亿美元,同比增长65%,来自海外的收入同比大增170%至9500万美元,本季度主要巴西表现抢眼。GAAP下第一季度净亏损为2167万美元,或每股净亏损$0.03;Non-GAAP 净利润7853万美元,或每股收益$0.11;调整后的EBITDA 为8382万美元。\"第一季度业绩强劲,建立在2020年的势头上。Pinterest首席财务官兼业务运营主管Todd Morgenfeld说:\"我们的国际业务持续快速增长,中小型广告商的采用率提高,推动了78%的收入同比增长。\"在我们继续驾驭COVID-19的不确定性时,我们计划继续专注于推动投资,以提供鼓舞人心的Pinner体验和可衡量的广告商价值。\"运营数据:截止3月底,Pinterest全球月活跃用户(MAUs)同比增长30%,达到4.78亿。其中,美国本土MAUs为9800万,同比增长9%,去年同期为9000万;海外MAUs为3.8亿,与上年同期的2.77亿相比,同比增长37%。第一季度,全球用户的ARPU(每用户平均收入)值为1.04美元,而去年同期为0.77美元。ARPU值的扩大是由于公司广告需求增加。其中,美国本土用户ARPU值为3.99美元,同比增长了50%,海外用户ARPU值为0.26美元,同比增长91%。国际ARPU值仍然处于早期阶段,刚提供广告。该公司在给股东的信中写道:\"从3月中旬开始,疫情缓和限制了我们美国MAU的增长,并降低了用户参与度,因为人们花在网上的时间减少了。虽然在第一季度,我们看到我们在2020年期间获得的MAU有很好的保留,但我们仍然不知道这种保留是否会持续或持续多久。\"公司给予第二季度收入指引为同比增105%,预计全球MAU将实现百分之十几的增长(10的中位百分比),美国MAU将大约持平去年同期。公司在信中指出,2021年的战略重点仍然是内容、Pinner体验、广告商的成功和购物,并打算进一步增加我们的员工人数,特别是支持国际扩张努力。并且表示,将在2021年扩大品牌营销。","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100909671,"gmtCreate":1619571925593,"gmtModify":1634211677095,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"新时代,你准备好了吗","listText":"新时代,你准备好了吗","text":"新时代,你准备好了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/100909671","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104670678,"gmtCreate":1620389798094,"gmtModify":1634205594878,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"后悔没有早点认识自己","listText":"后悔没有早点认识自己","text":"后悔没有早点认识自己","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/104670678","isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102046024,"gmtCreate":1620170905768,"gmtModify":1634207346877,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"大跌大跌,还有什么可预期","listText":"大跌大跌,还有什么可预期","text":"大跌大跌,还有什么可预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/102046024","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374419099,"gmtCreate":1619476057411,"gmtModify":1631889573234,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"美图会怎样?","listText":"美图会怎样?","text":"美图会怎样?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/374419099","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":133024520,"gmtCreate":1621672322760,"gmtModify":1634187214626,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"犹犹豫豫小心翼翼斤斤w","listText":"犹犹豫豫小心翼翼斤斤w","text":"犹犹豫豫小心翼翼斤斤w","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/133024520","isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130459317,"gmtCreate":1621562338439,"gmtModify":1634188074386,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"中国美国大不一样","listText":"中国美国大不一样","text":"中国美国大不一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/130459317","isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":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22:10","market":"us","language":"zh","title":"PC需求持续强劲,AMD一季度业绩能否保持高增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1118351228","media":"智通财经","summary":"市场预期AMD第一季度营收为32亿美元,同比增长62%。","content":"<p><a href=\"https://laohu8.com/S/AMD\">AMD</a>将于4月27日美股盘后(北京时间4月28日清晨)公布2021财年第一季度业绩。</p>\n<p>业绩预期</p>\n<p>市场预期AMD第一季度营收为32亿美元,同比增长62%,预计每股收益为0.44美元,同比增长143%。</p>\n<p>继续受益于PC的需求增长</p>\n<p>IDC和Gartner的数据显示,个人电脑的年增长率分别为55%和32%。德银分析师Ross Seymore认为,AMD的C&G(计算和图形)业务可能会带来惊喜,“尽管其增长会受到持续的代工供应限制。”</p>\n<p>Seymore表示,根据<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>公布的财报来看(两家公司的财报都超出了市场预期),AMD将继续从服务器CPU、游戏机、笔记本/台式机CPU和散装显卡的持续强劲需求中受益。在过去的一年里,AMD从居家办公的趋势中受益。任何担心随着重新开放,这股推动力会消退的想法显然是错误的。</p>\n<p>半定制处理器将推动公司业绩</p>\n<p>研究机构Zacks预计AMD Q1的业绩将受益于其EPYC处理器的强劲表现。EPYC处理器已经在云计算、企业和高性能计算(HPC)客户中得到了广泛的应用。其EPYC处理器的强势可能对即将公布的季度服务器收入增长产生了积极影响。</p>\n<p>在EESC(企业、嵌入式和半定制)业务方面,AMD预计,由于对Xbox系列X、Xbox系列S和PlayStation 5游戏机的强劲需求导致产量增加,半定制业务的收入将从中受益。</p>\n<p>此外,AMD还可能从Ryzen、Radeon和半定制处理器的稳定势头中获益。受在家办公和在线教育趋势的推动,这些处理器正在云、游戏、PC和数据中心垂直领域大量使用。</p>\n<p>Zacks指出,由于来自英伟达(NVDA.US)和英特尔(INTC.US)竞争的日益激烈,产品开发费用的增加可能会对一季度的利润率的增长产生不利影响。</p>\n<p>华尔街对AMD的看法</p>\n<p>Raymond James的分析师Chris Caso给予AMD“强于大市”评级和目标价100美元。该分析师认为最新的技术路线图显示,至少到2024年,AMD和其代工合作伙伴<a href=\"https://laohu8.com/S/TSM\">台积电</a>的生产工艺都将领先英特尔。</p>\n<p>投行Northland分析师Gus Richard则重申AMD了的“增持”评级和目标价96美元。他认为台积电的技术在可预见的未来将巩固AMD在x86工艺技术的领先地位。</p>","source":"highlight_zhitongcaijin","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>PC需求持续强劲,AMD一季度业绩能否保持高增长</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\">\nPC需求持续强劲,AMD一季度业绩能否保持高增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-26 22:10 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/457706.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD将于4月27日美股盘后(北京时间4月28日清晨)公布2021财年第一季度业绩。\n业绩预期\n市场预期AMD第一季度营收为32亿美元,同比增长62%,预计每股收益为0.44美元,同比增长143%。\n继续受益于PC的需求增长\nIDC和Gartner的数据显示,个人电脑的年增长率分别为55%和32%。德银分析师Ross Seymore认为,AMD的C&G(计算和图形)业务可能会带来惊喜,“尽管其增长...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/457706.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/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.zhitongcaijing.com/content/detail/457706.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1118351228","content_text":"AMD将于4月27日美股盘后(北京时间4月28日清晨)公布2021财年第一季度业绩。\n业绩预期\n市场预期AMD第一季度营收为32亿美元,同比增长62%,预计每股收益为0.44美元,同比增长143%。\n继续受益于PC的需求增长\nIDC和Gartner的数据显示,个人电脑的年增长率分别为55%和32%。德银分析师Ross Seymore认为,AMD的C&G(计算和图形)业务可能会带来惊喜,“尽管其增长会受到持续的代工供应限制。”\nSeymore表示,根据英伟达和英特尔公布的财报来看(两家公司的财报都超出了市场预期),AMD将继续从服务器CPU、游戏机、笔记本/台式机CPU和散装显卡的持续强劲需求中受益。在过去的一年里,AMD从居家办公的趋势中受益。任何担心随着重新开放,这股推动力会消退的想法显然是错误的。\n半定制处理器将推动公司业绩\n研究机构Zacks预计AMD Q1的业绩将受益于其EPYC处理器的强劲表现。EPYC处理器已经在云计算、企业和高性能计算(HPC)客户中得到了广泛的应用。其EPYC处理器的强势可能对即将公布的季度服务器收入增长产生了积极影响。\n在EESC(企业、嵌入式和半定制)业务方面,AMD预计,由于对Xbox系列X、Xbox系列S和PlayStation 5游戏机的强劲需求导致产量增加,半定制业务的收入将从中受益。\n此外,AMD还可能从Ryzen、Radeon和半定制处理器的稳定势头中获益。受在家办公和在线教育趋势的推动,这些处理器正在云、游戏、PC和数据中心垂直领域大量使用。\nZacks指出,由于来自英伟达(NVDA.US)和英特尔(INTC.US)竞争的日益激烈,产品开发费用的增加可能会对一季度的利润率的增长产生不利影响。\n华尔街对AMD的看法\nRaymond James的分析师Chris Caso给予AMD“强于大市”评级和目标价100美元。该分析师认为最新的技术路线图显示,至少到2024年,AMD和其代工合作伙伴台积电的生产工艺都将领先英特尔。\n投行Northland分析师Gus Richard则重申AMD了的“增持”评级和目标价96美元。他认为台积电的技术在可预见的未来将巩固AMD在x86工艺技术的领先地位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375466215,"gmtCreate":1619392548437,"gmtModify":1634273925917,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"新的一周开始啦","listText":"新的一周开始啦","text":"新的一周开始啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375466215","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883416831,"gmtCreate":1631262700923,"gmtModify":1632883568355,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"X下纯纯粹粹","listText":"X下纯纯粹粹","text":"X下纯纯粹粹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883416831","repostId":"2166297353","repostType":2,"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191492969,"gmtCreate":1620896496051,"gmtModify":1634195482013,"author":{"id":"3561191928084662","authorId":"3561191928084662","name":"Jerry621","avatar":"https://static.tigerbbs.com/94a22d4d909a912fe82f846b1488524e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561191928084662","authorIdStr":"3561191928084662"},"themes":[],"htmlText":"暴跌行情分析化学专业学习知识培训。","listText":"暴跌行情分析化学专业学习知识培训。","text":"暴跌行情分析化学专业学习知识培训。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/191492969","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}