Axel25的个人主页 - 老虎社区

Axel25

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0勋章

2021-12-30

[smile]

@Buy_Sell:🔥【12月29日】涨跌互现，道指5连涨新能源车股走低，今天买点啥

2021-12-27

😀

@Kbchoo:$Taiwan Semiconductor Manufacturing(TSM)$topping up for this semi conductor company...is it okay?will it bounce back?

2021-12-20

[smile]

@OptionPlus:期权复盘：圣诞行情或迟不缺，别错过苹果、特斯拉最佳卖权期！

2021-11-23

[微笑]

@期权异动观察:11.22期权异动观察，今晚哪个芯片股暴涨

2021-11-14

[微笑]

@老虎专刊:【老虎周刊】老虎社区一周十大精华文章

2021-11-07

[微笑]

@孟浩:【财报前瞻】蔚来不止眼前的利益，还有诗和远方

2021-08-27

[开心]

抱歉，原内容已删除

2021-08-19

😄

Why Tesla Stock Is Up Sharply on Wednesday

2021-08-08

😀

抱歉，原内容已删除

2021-08-08

[微笑]

小米系围绕芯片产业链大举扫货，雷军下周演讲会“谈芯”吗？

2021-07-28

😀

抱歉，原内容已删除

2021-07-27

😄

抱歉，原内容已删除

2021-07-27

😀

Apple Earnings Face High Expectations

2021-06-29

Tesla

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href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌超2%，<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌约1.5%。生物科技股继续的下跌，汽车股、保险股、体育用品股、香港本地股普跌，<a href=\"https://laohu8.com/S/02359\">$药明康德(02359)$</a> 、<a href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 大跌超2%；另一方面，恒大概念股继续反弹，在线教育股、物管股走强。 美股市场 美股三大指数涨跌互现，截至收盘，道指续涨走出五连阳，但标普和纳指则终结连涨势头，双双收低。 美国总统拜登正在考虑让Sarah Bloom Raskin担任美联储负责银行业监管的副主席一职，作为政府最具影响力的美国银行业体系监管者。 截至收盘，道指涨0.26%，标普500指数跌0.1%，纳指跌0.56%。 大型科技股涨跌不一，按市值排列，","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月29日讯，港股三大指数低开，恒指跌0.11%，国指跌0.09%，恒生科技指数跌0.18%。 盘面上，大型科技股普跌，$百度集团-SW(09888)$ 跌1.5%，$阿里巴巴-SW(09988)$ 跌1%，$网易-S(09999)$ 、$京东集团-SW(09618)$ 跌超2%，$腾讯控股(00700)$ 跌约1.5%。生物科技股继续的下跌，汽车股、保险股、体育用品股、香港本地股普跌，$药明康德(02359)$ 、$药明生物(02269)$ 大跌超2%；另一方面，恒大概念股继续反弹，在线教育股、物管股走强。 美股市场 美股三大指数涨跌互现，截至收盘，道指续涨走出五连阳，但标普和纳指则终结连涨势头，双双收低。 美国总统拜登正在考虑让Sarah Bloom Raskin担任美联储负责银行业监管的副主席一职，作为政府最具影响力的美国银行业体系监管者。 截至收盘，道指涨0.26%，标普500指数跌0.1%，纳指跌0.56%。 大型科技股涨跌不一，按市值排列，","images":[{"img":"https://static.tigerbbs.com/9013fba8498d62a2b3f64f4130f04e94","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696485936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698710795,"gmtCreate":1640534562204,"gmtModify":1640534562330,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698710795","repostId":"693534520","repostType":1,"repost":{"id":693534520,"gmtCreate":1640048703183,"gmtModify":1640048812361,"author":{"id":"4090917315083020","authorId":"4090917315083020","name":"Kbchoo","avatar":"https://static.tigerbbs.com/4ca82a5f426c35eb7c3d97d11b3bdc1b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090917315083020","authorIdStr":"4090917315083020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>topping up for this semi conductor company...is it okay?will it bounce back?","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>topping up for this semi conductor company...is it okay?will it bounce back?","text":"$Taiwan Semiconductor Manufacturing(TSM)$topping up for this semi conductor company...is it okay?will it bounce back?","images":[{"img":"https://static.tigerbbs.com/5fe5790eb0170984171f9c66afefd813","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693534520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693063718,"gmtCreate":1639930666658,"gmtModify":1639930666658,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693063718","repostId":"693017474","repostType":1,"repost":{"id":693017474,"gmtCreate":1639927544363,"gmtModify":1639928709633,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"themes":[],"title":"期权复盘：圣诞行情或迟不缺，别错过苹果、特斯拉最佳卖权期！","htmlText":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，股价在周中创了新高。现在Brk的市值跟<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","listText":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，股价在周中创了新高。现在Brk的市值跟<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","text":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的$伯克希尔(BRK.A)$ $伯克希尔B(BRK.B)$ ，股价在周中创了新高。现在Brk的市值跟$英伟达(NVDA)$ 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF$消费品指数ETF-SPDR主要消费品(XLP)$ ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","images":[{"img":"https://static.tigerbbs.com/d29067b6581247f9ce35181e23d36380","width":"2188","height":"1150"},{"img":"https://static.tigerbbs.com/7108d9566091f4e2a50fc47a7c5c0619","width":"1282","height":"582"},{"img":"https://static.tigerbbs.com/4137e48e4232db1aaf465714045d6d4a","width":"830","height":"302"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693017474","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875977376,"gmtCreate":1637597797648,"gmtModify":1637597797737,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875977376","repostId":"872400634","repostType":1,"repost":{"id":872400634,"gmtCreate":1637554654924,"gmtModify":1637591918744,"author":{"id":"3527667583497005","authorId":"3527667583497005","name":"期权异动观察","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667583497005","authorIdStr":"3527667583497005"},"themes":[],"title":"11.22期权异动观察，今晚哪个芯片股暴涨","htmlText":"<a href=\"https://laohu8.com/S/KHC\">$卡夫亨氏(KHC)$</a>&nbsp;&nbsp;美国食品业巨擘卡夫亨氏的主要股东3G Global Food出售部分股份，套现约11亿美元。据市场消息，每股作价介于36至36.56美元。上周四股价大跌之后，周五有所企稳，目前周线向下打到了布林线下轨，能否形成支撑需要进一步观察。这个股票波动极小，上周的下跌可以归因于主要股东减持，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a> 消息面上，该公司周三美股盘后公布的第三季度财报显示，营收22.66亿美元，环比增长 91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> ，错过了&lt;","listText":"<a href=\"https://laohu8.com/S/KHC\">$卡夫亨氏(KHC)$</a>&nbsp;&nbsp;美国食品业巨擘卡夫亨氏的主要股东3G Global Food出售部分股份，套现约11亿美元。据市场消息，每股作价介于36至36.56美元。上周四股价大跌之后，周五有所企稳，目前周线向下打到了布林线下轨，能否形成支撑需要进一步观察。这个股票波动极小，上周的下跌可以归因于主要股东减持，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a> 消息面上，该公司周三美股盘后公布的第三季度财报显示，营收22.66亿美元，环比增长 91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> ，错过了&lt;","text":"$卡夫亨氏(KHC)$ 美国食品业巨擘卡夫亨氏的主要股东3G Global Food出售部分股份，套现约11亿美元。据市场消息，每股作价介于36至36.56美元。上周四股价大跌之后，周五有所企稳，目前周线向下打到了布林线下轨，能否形成支撑需要进一步观察。这个股票波动极小，上周的下跌可以归因于主要股东减持，该异动单的期权目前已经平仓。 $Opendoor Technologies Inc(OPEN)$ 消息面上，该公司周三美股盘后公布的第三季度财报显示，营收22.66亿美元，环比增长 91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 $亚马逊(AMZN)$上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 $美光科技(MU)$芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了$AMD(AMD)$ ，错过了<","images":[{"img":"https://static.tigerbbs.com/cc0f6da2a0a6935c182373fe8b15fb43","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872400634","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873997448,"gmtCreate":1636820336868,"gmtModify":1636820336868,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873997448","repostId":"873004366","repostType":1,"repost":{"id":873004366,"gmtCreate":1636786097852,"gmtModify":1637919231251,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35433028694349","authorIdStr":"35433028694349"},"themes":[],"title":"【老虎周刊】老虎社区一周十大精华文章","htmlText":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/870704399\" target=\"_blank\">大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 <a href=\"https://laohu8.com/TW/847570990\" target=\"_blank\">腾讯不及预期是真的，但还能更差吗？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元，比预期的1454亿元差一些；期内盈利400亿元，同比仅增长3%；而归属股东净利润317.5亿元，同比下降2%，不及预期的326亿元。 对不熟悉腾讯的投资者来说，惊吓着实有一些。","listText":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/870704399\" target=\"_blank\">大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 <a href=\"https://laohu8.com/TW/847570990\" target=\"_blank\">腾讯不及预期是真的，但还能更差吗？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元，比预期的1454亿元差一些；期内盈利400亿元，同比仅增长3%；而归属股东净利润317.5亿元，同比下降2%，不及预期的326亿元。 对不熟悉腾讯的投资者来说，惊吓着实有一些。","text":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： 大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会 发布者：@不二说价值 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 腾讯不及预期是真的，但还能更差吗？ 发布者：@小虎消息 $腾讯控股(00700)$Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元，比预期的1454亿元差一些；期内盈利400亿元，同比仅增长3%；而归属股东净利润317.5亿元，同比下降2%，不及预期的326亿元。 对不熟悉腾讯的投资者来说，惊吓着实有一些。","images":[{"img":"https://static.tigerbbs.com/c8116be6f30177877478465a24389611","width":"931","height":"461"},{"img":"https://static.tigerbbs.com/8e958e0c4197a13a77976bcdbc66a021","width":"800","height":"659"},{"img":"https://static.tigerbbs.com/dfb1a24d54a6a60238fdfd43d5f3576e","width":"604","height":"354"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873004366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842489125,"gmtCreate":1636216336765,"gmtModify":1636216336915,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842489125","repostId":"842076473","repostType":1,"repost":{"id":842076473,"gmtCreate":1636122762889,"gmtModify":1636177562830,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"【财报前瞻】蔚来不止眼前的利益，还有诗和远方","htmlText":"这几天最吸引人的莫过于特斯拉的连续多日暴涨，眼瞅着蔚来也要发财报了，这次财报都有哪些看点？能否像特斯拉一样拉起一波新的涨幅？想在这篇文章中跟大家探讨一下。 好了，回归正题，先来简单回顾一下Q2财报 蔚来的营收，交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车，其中交付了4433辆ES8 ，9,935辆 ES6和7,528辆 EC6，同比增长119%，环比增长9.2%然而，在发布如此好的财报数据后，蔚来不涨反跌，归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台，环比增长5.5-14.2%；总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间，同比增长大约96.9%至112.8%，环比增长约5.5%至14.0%。用李斌的话说，“我们今年的量不会有太多的增加，但我们更看重长期的利益。” 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 在经历了两个月的低迷之后，蔚来在9月高歌猛进，重回新势力销量榜首，蔚来9月一共交付10628台，同比增长125.7%，创月度交付记录达成历史性一刻，第三季度累计交付2.4万辆，与3季度蔚来给予的指引（23000-25000台）一致。具体来看，蔚来ES8的交付量达到了1978台，蔚来ES6的交付量达到了5260台，蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后，我对蔚来的看法总体上是比较乐观的，像是蔚来的估值主要是销量+预期两个方面吧，销量比较直观，9月的交付数据一改前两个月颓势，短期来看，芯片短缺的问题得以解决，销量涨了，增速涨了，对于未来的预期也会涨。 除此之外，近期又有多种利好，首先“金九银十”，虽然4季度天气比较冷，但是年底一般都是电动","listText":"这几天最吸引人的莫过于特斯拉的连续多日暴涨，眼瞅着蔚来也要发财报了，这次财报都有哪些看点？能否像特斯拉一样拉起一波新的涨幅？想在这篇文章中跟大家探讨一下。 好了，回归正题，先来简单回顾一下Q2财报 蔚来的营收，交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车，其中交付了4433辆ES8 ，9,935辆 ES6和7,528辆 EC6，同比增长119%，环比增长9.2%然而，在发布如此好的财报数据后，蔚来不涨反跌，归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台，环比增长5.5-14.2%；总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间，同比增长大约96.9%至112.8%，环比增长约5.5%至14.0%。用李斌的话说，“我们今年的量不会有太多的增加，但我们更看重长期的利益。” 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 在经历了两个月的低迷之后，蔚来在9月高歌猛进，重回新势力销量榜首，蔚来9月一共交付10628台，同比增长125.7%，创月度交付记录达成历史性一刻，第三季度累计交付2.4万辆，与3季度蔚来给予的指引（23000-25000台）一致。具体来看，蔚来ES8的交付量达到了1978台，蔚来ES6的交付量达到了5260台，蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后，我对蔚来的看法总体上是比较乐观的，像是蔚来的估值主要是销量+预期两个方面吧，销量比较直观，9月的交付数据一改前两个月颓势，短期来看，芯片短缺的问题得以解决，销量涨了，增速涨了，对于未来的预期也会涨。 除此之外，近期又有多种利好，首先“金九银十”，虽然4季度天气比较冷，但是年底一般都是电动","text":"这几天最吸引人的莫过于特斯拉的连续多日暴涨，眼瞅着蔚来也要发财报了，这次财报都有哪些看点？能否像特斯拉一样拉起一波新的涨幅？想在这篇文章中跟大家探讨一下。 好了，回归正题，先来简单回顾一下Q2财报 蔚来的营收，交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车，其中交付了4433辆ES8 ，9,935辆 ES6和7,528辆 EC6，同比增长119%，环比增长9.2%然而，在发布如此好的财报数据后，蔚来不涨反跌，归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台，环比增长5.5-14.2%；总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间，同比增长大约96.9%至112.8%，环比增长约5.5%至14.0%。用李斌的话说，“我们今年的量不会有太多的增加，但我们更看重长期的利益。” 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 在经历了两个月的低迷之后，蔚来在9月高歌猛进，重回新势力销量榜首，蔚来9月一共交付10628台，同比增长125.7%，创月度交付记录达成历史性一刻，第三季度累计交付2.4万辆，与3季度蔚来给予的指引（23000-25000台）一致。具体来看，蔚来ES8的交付量达到了1978台，蔚来ES6的交付量达到了5260台，蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后，我对蔚来的看法总体上是比较乐观的，像是蔚来的估值主要是销量+预期两个方面吧，销量比较直观，9月的交付数据一改前两个月颓势，短期来看，芯片短缺的问题得以解决，销量涨了，增速涨了，对于未来的预期也会涨。 除此之外，近期又有多种利好，首先“金九银十”，虽然4季度天气比较冷，但是年底一般都是电动","images":[{"img":"https://static.tigerbbs.com/2885798f86e3342498a50730ceab32c1","width":"1182","height":"252"},{"img":"https://static.tigerbbs.com/1e4a0cd93f579301a6c7b1ef9c3e240a","width":"2947","height":"1705"},{"img":"https://static.tigerbbs.com/22acfdba946ffaf5e8cfab1bcf34f378","width":"1918","height":"843"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842076473","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1598,"gmtBegin":1636122931462,"gmtEnd":1636468515596,"type":1,"upper":1,"title":"你看好蔚来吗？","choices":[{"id":5868,"sort":1,"name":"看好","userSize":343,"voted":false},{"id":5869,"sort":2,"name":"不看好","userSize":115,"voted":false}]},"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810420812,"gmtCreate":1629993767036,"gmtModify":1704954383069,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810420812","repostId":"1158216410","repostType":4,"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831844626,"gmtCreate":1629304006065,"gmtModify":1631887195171,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831844626","repostId":"2160737913","repostType":4,"repost":{"id":"2160737913","kind":"highlight","pubTimestamp":1629300419,"share":"https://www.laohu8.com/m/news/2160737913?lang=&edition=full","pubTime":"2021-08-18 23:26","market":"us","language":"en","title":"Why Tesla Stock Is Up Sharply on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2160737913","media":"Motley Fool","summary":"Did the stock's sell-off earlier this week go too far?","content":"<h2>What happened</h2>\n<p>Shares of electric vehicle maker <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> are up sharply on Wednesday. As of 10:30 a.m. EDT, the stock had risen 3.5%.</p>\n<p>There doesn't seem to be any material news behind the stock's move. But shares might be rebounding from a sell-off on Monday and Tuesday.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F639784%2Fwhy-tesla-stock-jumped.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"463\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h2>So what</h2>\n<p>Shares of Tesla had slid a total of 7% on Monday and Tuesday amid news that the National Highway Traffic Safety Administration had opened a formal safety probe into Tesla's driver-assist technology, Autopilot.</p>\n<p>Perhaps some investors think the decline in the electric vehicle's stock went too far and are buying shares after the recent pullback. It's also possible that some investors who were shorting the stock are taking their gains and closing out some of their bets against shares by covering their positions.</p>\n<p>Whatever the reason for the sharp gain today, there seems to be some technical support for the stock in the $670 and $680 range for now.</p>\n<h2>Now what</h2>\n<p>Tesla stock has been an underperformer in 2021. Shares are down 2.5% year to date, even as the<b> <a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a></b> has risen nearly 19%. But the automaker's business has been doing well. The company reported more than $1 billion in quarterly unadjusted net income for the first time in the second quarter. In addition, management reiterated expectations for deliveries to rise more than 50% this year.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Stock Is Up Sharply on Wednesday</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\">\nWhy Tesla Stock Is Up Sharply on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/18/why-tesla-stock-is-up-sharply-on-wednesday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of electric vehicle maker Tesla Motors are up sharply on Wednesday. As of 10:30 a.m. EDT, the stock had risen 3.5%.\nThere doesn't seem to be any material news behind the stock's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/18/why-tesla-stock-is-up-sharply-on-wednesday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/18/why-tesla-stock-is-up-sharply-on-wednesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160737913","content_text":"What happened\nShares of electric vehicle maker Tesla Motors are up sharply on Wednesday. As of 10:30 a.m. EDT, the stock had risen 3.5%.\nThere doesn't seem to be any material news behind the stock's move. But shares might be rebounding from a sell-off on Monday and Tuesday.\n\nImage source: Getty Images.\nSo what\nShares of Tesla had slid a total of 7% on Monday and Tuesday amid news that the National Highway Traffic Safety Administration had opened a formal safety probe into Tesla's driver-assist technology, Autopilot.\nPerhaps some investors think the decline in the electric vehicle's stock went too far and are buying shares after the recent pullback. It's also possible that some investors who were shorting the stock are taking their gains and closing out some of their bets against shares by covering their positions.\nWhatever the reason for the sharp gain today, there seems to be some technical support for the stock in the $670 and $680 range for now.\nNow what\nTesla stock has been an underperformer in 2021. Shares are down 2.5% year to date, even as the S&P 500 has risen nearly 19%. But the automaker's business has been doing well. The company reported more than $1 billion in quarterly unadjusted net income for the first time in the second quarter. In addition, management reiterated expectations for deliveries to rise more than 50% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891153384,"gmtCreate":1628353110248,"gmtModify":1631887195210,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891153384","repostId":"2157492883","repostType":4,"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891153093,"gmtCreate":1628353089012,"gmtModify":1631887195268,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891153093","repostId":"1125734700","repostType":2,"repost":{"id":"1125734700","kind":"news","pubTimestamp":1628320234,"share":"https://www.laohu8.com/m/news/1125734700?lang=&edition=full","pubTime":"2021-08-07 15:10","market":"hk","language":"zh","title":"小米系围绕芯片产业链大举扫货，雷军下周演讲会“谈芯”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1125734700","media":"上海证券报","summary":"正在全力“造车”的雷军并没有停止芯片的投资。2021年以来，小米系已投资超过20家芯片公司，在坚持自研的同时，小米系资本围绕芯片产业链大举“扫货”，累计投资公司数已超过60家，其中多家被投公司已登陆科","content":"<div>\n<p>正在全力“造车”的雷军并没有停止芯片的投资。2021年以来，小米系已投资超过20家芯片公司，在坚持自研的同时，小米系资本围绕芯片产业链大举“扫货”，累计投资公司数已超过60家，其中多家被投公司已登陆科创板或处于IPO流程中。\n芯片投资提速\n据天眼查数据显示，2021年，小米集团、小米长江产业基金以及顺为资本等参与投资的芯片公司数量已经超过了20家，涉及AI芯片研发、显示驱动芯片、射频及高端模拟芯片...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/27V1EZCNIx7gAS0dU2IvaA\">Web Link</a>\n\n</div>\n","source":"shzqb","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>小米系围绕芯片产业链大举扫货，雷军下周演讲会“谈芯”吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米系围绕芯片产业链大举扫货，雷军下周演讲会“谈芯”吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-07 15:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/27V1EZCNIx7gAS0dU2IvaA><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>正在全力“造车”的雷军并没有停止芯片的投资。2021年以来，小米系已投资超过20家芯片公司，在坚持自研的同时，小米系资本围绕芯片产业链大举“扫货”，累计投资公司数已超过60家，其中多家被投公司已登陆科创板或处于IPO流程中。\n芯片投资提速\n据天眼查数据显示，2021年，小米集团、小米长江产业基金以及顺为资本等参与投资的芯片公司数量已经超过了20家，涉及AI芯片研发、显示驱动芯片、射频及高端模拟芯片...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/27V1EZCNIx7gAS0dU2IvaA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86eaa8565a3430191eb6cda01c42ee72","relate_stocks":{"159813":"芯片","KC":"金山云","01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/27V1EZCNIx7gAS0dU2IvaA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125734700","content_text":"正在全力“造车”的雷军并没有停止芯片的投资。2021年以来，小米系已投资超过20家芯片公司，在坚持自研的同时，小米系资本围绕芯片产业链大举“扫货”，累计投资公司数已超过60家，其中多家被投公司已登陆科创板或处于IPO流程中。\n芯片投资提速\n据天眼查数据显示，2021年，小米集团、小米长江产业基金以及顺为资本等参与投资的芯片公司数量已经超过了20家，涉及AI芯片研发、显示驱动芯片、射频及高端模拟芯片、传感器芯片、功率器件研发等各个方面；其中亦不乏连续多次投资的案例。此外，小米还投资了超过300家生态链企业。\n今年6月，“易兆微电子”完成Pre-IPO轮融资，投资机构为小米长江产业基金、考拉基金。据官网信息显示，“易兆微电子”是一家短距离无线通讯芯片的芯片设计公司，隶属于易兆微电子（杭州）股份有限公司，主营业务为蓝牙、WiFi、NFC及安全应用相关的无线片上系统和射频芯片的设计、研发和销售，覆盖了物联网、POS机、可穿戴设备、智能家电、无线音频与键盘等在内的无线应用场景。目前已进入上市辅导期。\n8月，小米长江产业基金参与聚芯微电子数亿元C轮融资。成立于2016年的聚芯微电子是一家拥有独立自主知识产权的创新型芯片设计公司，以模拟与混合信号芯片设计为核心，已开创了以智能音频、3D视觉、光学传感和触觉感知为代表的多条产品线业务齐头并进的良好发展局面。其中智能音频芯片及解决方案已在OPPO、小米、三星等一线手机厂商完成上亿颗出货。\n此外，小米长江产业基金还投资了瀚昕微电子（上海）有限公司，后者成立于2017年3月，公司股东还包括TCL资本等，公司主打产品为快充协议芯片，广泛应用于玩具、智能电表及快速充电等领域。\n“扫货”硕果累累\n有半导体行业人士曾经用“扫货”来形容小米的芯片投资布局，除了小米长江产业基金外，顺为资本、金米投资、People Better等关联基金也成为雷军布局芯片产业的抓手。\n截至目前，小米系资本投资的芯片公司已经超过60家，包括：\n无线半导体射频前端芯片解决方案提供商开元通信技术（厦门）有限公司\n无晶圆核心通信芯片设计商深圳无限数科技有限公司\n模拟芯片设计公司深圳市微源半导体股份有限公司\n射频前端芯片和模块产品研发生产商锐石创芯（深圳）科技有限公司\n集成电路芯片制造商上海南芯半导体科技有限公司等等\n……\n其中不少公司产品能够为小米生态链产品提供芯片或相关解决方案，涵盖了手机智能硬件供应链、通信基带、新材料及新工艺等各个领域。\n而芯片产业链投资对于小米既是战略协同，也不乏财务投资。除了此前提到的易兆微电子已进入上市辅导期外，不少被投公司已经上市或者正处于IPO过程中。\n早在2016年，小米就投资了乐鑫科技以及通过武汉珞珈间接持股聚辰股份。目前，这两家企业均已在科创板成功上市。同样已经成功登陆科创板的小米参投公司还包括半导体IP授权服务商芯原股份、智能音频SoC芯片龙头恒玄科技。\n此外，即将科创板上市的格科微、翱捷科技（已过会）背后也都有小米资本的身影。其中，小米科技、武汉光谷产业投资有限公司共同参与持股的小米长江，持有格科微0.95%的发行前股份。湖北小米长江产业基金合伙企业（有限合伙）持有翱捷科技1.09%的股份。与此同时，小米长江持股4.34%的必易微科创板上市已进入问询状态，后者主营业务为电源管理芯片和电机驱动控制芯片的研发和销售。\n值得一提的是，这些标的公司也具备产业集聚性，多集中于上海张江、武汉光谷等具有产业聚集效应的“芯”高地，同时也是小米重点发展和布局的地区。\n小米产业投资部合伙人孙昌旭此前介绍，小米长江产业基金主要聚焦于产业链上游，即“先进制造”，专注于智能制造、工业机器人等领域，特别是集成电路芯片这一块将是产业投资基金布局的重点。\n从未放弃自研\n除了资本布局，小米本身也从未放弃过自研芯片。\n早在2017年，小米发布芯片澎湃S1，首款搭载澎湃S1芯片的手机小米5C也一同发布；2020年8月，小米董事长雷军发文回应造“芯”进展，称小米自2014年开始做澎湃芯片，2017年发布了第一代，后来的确遇到了巨大困难。“但请米粉们放心，这个计划还在继续。”雷军当时表示。\n据悉，小米芯片团队松果电子2019年进行重组，部分分拆组建新公司南京大鱼半导体并独立融资。重组后，小米持有南京大鱼半导体25%股权，大鱼半导体将专注于半导体领域的AI和IoT芯片与解决方案的技术研发，而松果将继续专注手机SoC芯片和AI芯片研发，仍由小米100%持股。\n\n今年3月，小米发布了最新款图像信号处理芯片——澎湃C1，采用自研ISP+自研算法，可以帮助手机进行更精细、更先进的3A处理——即AF对焦、AWB白平衡及AE自动曝光，预计未来将会有更多小米手机搭载该款芯片。\n业内人士预计，类似澎湃C1这样的ISP（图像信号处理器）芯片，以及AIoT物联网芯片的开发是小米未来比较可行、也更具有规模效应的芯片自研方向。\n据雷军微博最新消息，8月10日，雷军将举办年度演讲，聊聊这些年最艰难的10个选择以及小米最近的变化，同时将正式发布小米MIX 4；期间是否会涉及”芯事“呢？我们拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803921490,"gmtCreate":1627402463810,"gmtModify":1631887195224,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803921490","repostId":"1108884592","repostType":4,"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800476806,"gmtCreate":1627315382905,"gmtModify":1631887195184,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800476806","repostId":"2154957883","repostType":4,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800478712,"gmtCreate":1627315352336,"gmtModify":1631887195243,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800478712","repostId":"1100647798","repostType":4,"repost":{"id":"1100647798","kind":"news","pubTimestamp":1627313442,"share":"https://www.laohu8.com/m/news/1100647798?lang=&edition=full","pubTime":"2021-07-26 23:30","market":"us","language":"en","title":"Apple Earnings Face High Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1100647798","media":"seekingalpha","summary":"After the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple  for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.I'm sure analysts will also be looking to see how Apple has navigated the chip shortage as we","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares go into report near all-time high.</li>\n <li>Estimates surge after two massive beats.</li>\n <li>Timing of product launches will shift revenue picture.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p>\n<p>After the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple (AAPL) for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.</p>\n<p>For the first half of fiscal 2021, Apple's revenues have beaten street estimates by an average of $10.25 billion per quarter. The fiscal Q3&nbsp;current average estimate&nbsp;is $73.44 billion, which would represent growth of more than 23% from the year-ago period. It's quite impressive that the current average is up more than $13 billion over the past year. On the bottom line, the street is looking for $1.01, growth of more than 56%. In the table below, you can see some Q3 key financial items for the past two years, with the current estimates for this year's period in yellow. Dollar values are millions except per share amounts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df8630a7ef0be70113aeac0d50265a57\" tg-width=\"476\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>(*Numbers estimated based on last year's split. Actual numbers to come from the company. Source: Fiscal Q3 2020 report)</span></p>\n<p>Apple is comingoff arguably&nbsp;its best quarter ever. Revenues for the iPhone were up more than 65.5% over the prior-year period, with the Mac up more than 70% and iPad up nearly 79%. Fiscal Q2 overall revenue growth was nearly 54%, so this time around we're looking for about 40% of that figure. Don't forget, on the&nbsp;Q2 conference call, management talked about a $3 billion to $4 billion revenue hit in the June period from supply constraints.</p>\n<p>I'm most curious to see how the iPhone does this time around, as it appears that the 5G supercycle seems to be going pretty well. This year, however, most expectations are that the smartphone will return to its usual September launch period, meaning new phone revenues would be generated in fiscal Q4 again. Last year's coronavirus delayed launch meant sales didn't start until well into October and even November for some models, completely changing the sales trajectory for Apple's current fiscal year. This year's launch isn't expected to see a major upgrade to the phone line itself, so demand trends will probably be more dependent on how many consumers are upgrading to 5G rather than switching to iPhones.</p>\n<p>I'm sure analysts will also be looking to see how Apple has navigated the chip shortage as well as soaring commodity prices. I don't think we will see a repeat of the 575 basis point increase in product gross margins that Q2 saw this time around, but the iPhone 12 line should still provide a nice year-over-year boost. In the long run, investors will look at growing services margins helping the gross margin percentage overall, but don't forget that the services side of the business has a lot of its expenses on the operating line.</p>\n<p>For the stock to stay elevated, management is going to need to show that work from home and stimulus money tailwinds are still ongoing. As I discussed in&nbsp;a previous article, estimates call for Apple to see quarterly revenues decline for its March 2022 fiscal period, as the company laps very high previous year bars. While that might bring out some of the bears again, the long-term trajectory still seems positive. Current estimates call for $355 billion in total revenue during this fiscal year with Apple adding another $50 billion to that total over the next three years.</p>\n<p>I hope that management took advantage of the weakness in Apple shares during the quarter for its buyback. Even though the company is spending $20 billion or so every three months, that money doesn't go as far as $145 as it does at $125, obviously. Less shares repurchased means less of an earnings per share benefit, and lower long-term dividend raises. The good news is that Apple is on its way towards $100 billion a year in free cash flow, so investors don't need to worry about capital returns slowing down anytime soon.</p>\n<p>The major issue for Apple right now is valuation. Shares finished last week trading at 33.4 times their trailing twelve-month earnings. That's basically double the mid-teens numbers from a couple of years ago, helped a lot by easy-money policies around the globe. My current price target of $162 is based on a 30X multiple of $5.40 in EPS for the September 2022 period. That number, however, assumes that the Fed and other central banks will remain fairly accommodative through most of next year. If we start to get a lot of tapering and or rate hikes earlier than expected, the overall market is likely to feel some pain, and I don't see how Apple would be immune from that.</p>\n<p>A strong report from Apple could easily help shares to rise to a new all-time high. But just to play devil's advocate for a minute, what if there is a disappointment or a \"buy the rumor, sell the news\" reaction? Well, shares are quite a bit above their key moving averages as seen in the chart below (50-day in purple, 200-day in orange). As long as Apple can hold the shorter-term trend line, that rising technical level should be one of support. The stock has been able to hold the long-term trend line for quite a while, so I don't see any more than about 14% downside in the near term unless we get a major market pullback.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc37ee144edb22fd36fcd15cf5fc3470\" tg-width=\"640\" tg-height=\"273\" width=\"100%\" height=\"auto\"><span>(Source: Yahoo! Finance)</span></p>\n<p>In the end, expectations for Apple are very high as earnings approach this week. Two massive quarterly beats have sent estimates through the roof, and the stock has recently run to a new all-time high. The market will be looking for signs that the iPhone supercycle has continued while work from home tailwinds have not subsided just yet. Investors hoping that this rally can continue will need to see a strong report, with management hopefully painting a bright sales picture for upcoming fall product launches.</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 Earnings Face High Expectations</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\">\nApple Earnings Face High Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441375-apple-earnings-face-high-expectations><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares go into report near all-time high.\nEstimates surge after two massive beats.\nTiming of product launches will shift revenue picture.\n\nNikada/iStock Unreleased via Getty Images\nAfter the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441375-apple-earnings-face-high-expectations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4441375-apple-earnings-face-high-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100647798","content_text":"Summary\n\nShares go into report near all-time high.\nEstimates surge after two massive beats.\nTiming of product launches will shift revenue picture.\n\nNikada/iStock Unreleased via Getty Images\nAfter the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple (AAPL) for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.\nFor the first half of fiscal 2021, Apple's revenues have beaten street estimates by an average of $10.25 billion per quarter. The fiscal Q3 current average estimate is $73.44 billion, which would represent growth of more than 23% from the year-ago period. It's quite impressive that the current average is up more than $13 billion over the past year. On the bottom line, the street is looking for $1.01, growth of more than 56%. In the table below, you can see some Q3 key financial items for the past two years, with the current estimates for this year's period in yellow. Dollar values are millions except per share amounts.\n(*Numbers estimated based on last year's split. Actual numbers to come from the company. Source: Fiscal Q3 2020 report)\nApple is comingoff arguably its best quarter ever. Revenues for the iPhone were up more than 65.5% over the prior-year period, with the Mac up more than 70% and iPad up nearly 79%. Fiscal Q2 overall revenue growth was nearly 54%, so this time around we're looking for about 40% of that figure. Don't forget, on the Q2 conference call, management talked about a $3 billion to $4 billion revenue hit in the June period from supply constraints.\nI'm most curious to see how the iPhone does this time around, as it appears that the 5G supercycle seems to be going pretty well. This year, however, most expectations are that the smartphone will return to its usual September launch period, meaning new phone revenues would be generated in fiscal Q4 again. Last year's coronavirus delayed launch meant sales didn't start until well into October and even November for some models, completely changing the sales trajectory for Apple's current fiscal year. This year's launch isn't expected to see a major upgrade to the phone line itself, so demand trends will probably be more dependent on how many consumers are upgrading to 5G rather than switching to iPhones.\nI'm sure analysts will also be looking to see how Apple has navigated the chip shortage as well as soaring commodity prices. I don't think we will see a repeat of the 575 basis point increase in product gross margins that Q2 saw this time around, but the iPhone 12 line should still provide a nice year-over-year boost. In the long run, investors will look at growing services margins helping the gross margin percentage overall, but don't forget that the services side of the business has a lot of its expenses on the operating line.\nFor the stock to stay elevated, management is going to need to show that work from home and stimulus money tailwinds are still ongoing. As I discussed in a previous article, estimates call for Apple to see quarterly revenues decline for its March 2022 fiscal period, as the company laps very high previous year bars. While that might bring out some of the bears again, the long-term trajectory still seems positive. Current estimates call for $355 billion in total revenue during this fiscal year with Apple adding another $50 billion to that total over the next three years.\nI hope that management took advantage of the weakness in Apple shares during the quarter for its buyback. Even though the company is spending $20 billion or so every three months, that money doesn't go as far as $145 as it does at $125, obviously. Less shares repurchased means less of an earnings per share benefit, and lower long-term dividend raises. The good news is that Apple is on its way towards $100 billion a year in free cash flow, so investors don't need to worry about capital returns slowing down anytime soon.\nThe major issue for Apple right now is valuation. Shares finished last week trading at 33.4 times their trailing twelve-month earnings. That's basically double the mid-teens numbers from a couple of years ago, helped a lot by easy-money policies around the globe. My current price target of $162 is based on a 30X multiple of $5.40 in EPS for the September 2022 period. That number, however, assumes that the Fed and other central banks will remain fairly accommodative through most of next year. If we start to get a lot of tapering and or rate hikes earlier than expected, the overall market is likely to feel some pain, and I don't see how Apple would be immune from that.\nA strong report from Apple could easily help shares to rise to a new all-time high. But just to play devil's advocate for a minute, what if there is a disappointment or a \"buy the rumor, sell the news\" reaction? Well, shares are quite a bit above their key moving averages as seen in the chart below (50-day in purple, 200-day in orange). As long as Apple can hold the shorter-term trend line, that rising technical level should be one of support. The stock has been able to hold the long-term trend line for quite a while, so I don't see any more than about 14% downside in the near term unless we get a major market pullback.\n(Source: Yahoo! Finance)\nIn the end, expectations for Apple are very high as earnings approach this week. Two massive quarterly beats have sent estimates through the roof, and the stock has recently run to a new all-time high. The market will be looking for signs that the iPhone supercycle has continued while work from home tailwinds have not subsided just yet. Investors hoping that this rally can continue will need to see a strong report, with management hopefully painting a bright sales picture for upcoming fall product launches.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150644286,"gmtCreate":1624898783245,"gmtModify":1631887195232,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"Tesla","listText":"Tesla","text":"Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150644286","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":831844626,"gmtCreate":1629304006065,"gmtModify":1631887195171,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831844626","repostId":"2160737913","repostType":4,"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800476806,"gmtCreate":1627315382905,"gmtModify":1631887195184,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800476806","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","kind":"highlight","pubTimestamp":1627298804,"share":"https://www.laohu8.com/m/news/2154957883?lang=&edition=full","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b>&nbsp;co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&amp;P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.&nbsp; With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks That Are Screaming Summer Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BMY":"施贵宝","AMZN":"亚马逊","BRK.B":"伯克希尔B","GM":"通用汽车"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.  With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810420812,"gmtCreate":1629993767036,"gmtModify":1704954383069,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810420812","repostId":"1158216410","repostType":4,"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891153384,"gmtCreate":1628353110248,"gmtModify":1631887195210,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891153384","repostId":"2157492883","repostType":4,"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803921490,"gmtCreate":1627402463810,"gmtModify":1631887195224,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803921490","repostId":"1108884592","repostType":4,"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150644286,"gmtCreate":1624898783245,"gmtModify":1631887195232,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"Tesla","listText":"Tesla","text":"Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150644286","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800478712,"gmtCreate":1627315352336,"gmtModify":1631887195243,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800478712","repostId":"1100647798","repostType":4,"repost":{"id":"1100647798","kind":"news","pubTimestamp":1627313442,"share":"https://www.laohu8.com/m/news/1100647798?lang=&edition=full","pubTime":"2021-07-26 23:30","market":"us","language":"en","title":"Apple Earnings Face High Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1100647798","media":"seekingalpha","summary":"After the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple  for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.I'm sure analysts will also be looking to see how Apple has navigated the chip shortage as we","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares go into report near all-time high.</li>\n <li>Estimates surge after two massive beats.</li>\n <li>Timing of product launches will shift revenue picture.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p>\n<p>After the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple (AAPL) for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.</p>\n<p>For the first half of fiscal 2021, Apple's revenues have beaten street estimates by an average of $10.25 billion per quarter. The fiscal Q3&nbsp;current average estimate&nbsp;is $73.44 billion, which would represent growth of more than 23% from the year-ago period. It's quite impressive that the current average is up more than $13 billion over the past year. On the bottom line, the street is looking for $1.01, growth of more than 56%. In the table below, you can see some Q3 key financial items for the past two years, with the current estimates for this year's period in yellow. Dollar values are millions except per share amounts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df8630a7ef0be70113aeac0d50265a57\" tg-width=\"476\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>(*Numbers estimated based on last year's split. Actual numbers to come from the company. Source: Fiscal Q3 2020 report)</span></p>\n<p>Apple is comingoff arguably&nbsp;its best quarter ever. Revenues for the iPhone were up more than 65.5% over the prior-year period, with the Mac up more than 70% and iPad up nearly 79%. Fiscal Q2 overall revenue growth was nearly 54%, so this time around we're looking for about 40% of that figure. Don't forget, on the&nbsp;Q2 conference call, management talked about a $3 billion to $4 billion revenue hit in the June period from supply constraints.</p>\n<p>I'm most curious to see how the iPhone does this time around, as it appears that the 5G supercycle seems to be going pretty well. This year, however, most expectations are that the smartphone will return to its usual September launch period, meaning new phone revenues would be generated in fiscal Q4 again. Last year's coronavirus delayed launch meant sales didn't start until well into October and even November for some models, completely changing the sales trajectory for Apple's current fiscal year. This year's launch isn't expected to see a major upgrade to the phone line itself, so demand trends will probably be more dependent on how many consumers are upgrading to 5G rather than switching to iPhones.</p>\n<p>I'm sure analysts will also be looking to see how Apple has navigated the chip shortage as well as soaring commodity prices. I don't think we will see a repeat of the 575 basis point increase in product gross margins that Q2 saw this time around, but the iPhone 12 line should still provide a nice year-over-year boost. In the long run, investors will look at growing services margins helping the gross margin percentage overall, but don't forget that the services side of the business has a lot of its expenses on the operating line.</p>\n<p>For the stock to stay elevated, management is going to need to show that work from home and stimulus money tailwinds are still ongoing. As I discussed in&nbsp;a previous article, estimates call for Apple to see quarterly revenues decline for its March 2022 fiscal period, as the company laps very high previous year bars. While that might bring out some of the bears again, the long-term trajectory still seems positive. Current estimates call for $355 billion in total revenue during this fiscal year with Apple adding another $50 billion to that total over the next three years.</p>\n<p>I hope that management took advantage of the weakness in Apple shares during the quarter for its buyback. Even though the company is spending $20 billion or so every three months, that money doesn't go as far as $145 as it does at $125, obviously. Less shares repurchased means less of an earnings per share benefit, and lower long-term dividend raises. The good news is that Apple is on its way towards $100 billion a year in free cash flow, so investors don't need to worry about capital returns slowing down anytime soon.</p>\n<p>The major issue for Apple right now is valuation. Shares finished last week trading at 33.4 times their trailing twelve-month earnings. That's basically double the mid-teens numbers from a couple of years ago, helped a lot by easy-money policies around the globe. My current price target of $162 is based on a 30X multiple of $5.40 in EPS for the September 2022 period. That number, however, assumes that the Fed and other central banks will remain fairly accommodative through most of next year. If we start to get a lot of tapering and or rate hikes earlier than expected, the overall market is likely to feel some pain, and I don't see how Apple would be immune from that.</p>\n<p>A strong report from Apple could easily help shares to rise to a new all-time high. But just to play devil's advocate for a minute, what if there is a disappointment or a \"buy the rumor, sell the news\" reaction? Well, shares are quite a bit above their key moving averages as seen in the chart below (50-day in purple, 200-day in orange). As long as Apple can hold the shorter-term trend line, that rising technical level should be one of support. The stock has been able to hold the long-term trend line for quite a while, so I don't see any more than about 14% downside in the near term unless we get a major market pullback.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc37ee144edb22fd36fcd15cf5fc3470\" tg-width=\"640\" tg-height=\"273\" width=\"100%\" height=\"auto\"><span>(Source: Yahoo! Finance)</span></p>\n<p>In the end, expectations for Apple are very high as earnings approach this week. Two massive quarterly beats have sent estimates through the roof, and the stock has recently run to a new all-time high. The market will be looking for signs that the iPhone supercycle has continued while work from home tailwinds have not subsided just yet. Investors hoping that this rally can continue will need to see a strong report, with management hopefully painting a bright sales picture for upcoming fall product launches.</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 Earnings Face High Expectations</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\">\nApple Earnings Face High Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441375-apple-earnings-face-high-expectations><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares go into report near all-time high.\nEstimates surge after two massive beats.\nTiming of product launches will shift revenue picture.\n\nNikada/iStock Unreleased via Getty Images\nAfter the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441375-apple-earnings-face-high-expectations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4441375-apple-earnings-face-high-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100647798","content_text":"Summary\n\nShares go into report near all-time high.\nEstimates surge after two massive beats.\nTiming of product launches will shift revenue picture.\n\nNikada/iStock Unreleased via Getty Images\nAfter the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple (AAPL) for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.\nFor the first half of fiscal 2021, Apple's revenues have beaten street estimates by an average of $10.25 billion per quarter. The fiscal Q3 current average estimate is $73.44 billion, which would represent growth of more than 23% from the year-ago period. It's quite impressive that the current average is up more than $13 billion over the past year. On the bottom line, the street is looking for $1.01, growth of more than 56%. In the table below, you can see some Q3 key financial items for the past two years, with the current estimates for this year's period in yellow. Dollar values are millions except per share amounts.\n(*Numbers estimated based on last year's split. Actual numbers to come from the company. Source: Fiscal Q3 2020 report)\nApple is comingoff arguably its best quarter ever. Revenues for the iPhone were up more than 65.5% over the prior-year period, with the Mac up more than 70% and iPad up nearly 79%. Fiscal Q2 overall revenue growth was nearly 54%, so this time around we're looking for about 40% of that figure. Don't forget, on the Q2 conference call, management talked about a $3 billion to $4 billion revenue hit in the June period from supply constraints.\nI'm most curious to see how the iPhone does this time around, as it appears that the 5G supercycle seems to be going pretty well. This year, however, most expectations are that the smartphone will return to its usual September launch period, meaning new phone revenues would be generated in fiscal Q4 again. Last year's coronavirus delayed launch meant sales didn't start until well into October and even November for some models, completely changing the sales trajectory for Apple's current fiscal year. This year's launch isn't expected to see a major upgrade to the phone line itself, so demand trends will probably be more dependent on how many consumers are upgrading to 5G rather than switching to iPhones.\nI'm sure analysts will also be looking to see how Apple has navigated the chip shortage as well as soaring commodity prices. I don't think we will see a repeat of the 575 basis point increase in product gross margins that Q2 saw this time around, but the iPhone 12 line should still provide a nice year-over-year boost. In the long run, investors will look at growing services margins helping the gross margin percentage overall, but don't forget that the services side of the business has a lot of its expenses on the operating line.\nFor the stock to stay elevated, management is going to need to show that work from home and stimulus money tailwinds are still ongoing. As I discussed in a previous article, estimates call for Apple to see quarterly revenues decline for its March 2022 fiscal period, as the company laps very high previous year bars. While that might bring out some of the bears again, the long-term trajectory still seems positive. Current estimates call for $355 billion in total revenue during this fiscal year with Apple adding another $50 billion to that total over the next three years.\nI hope that management took advantage of the weakness in Apple shares during the quarter for its buyback. Even though the company is spending $20 billion or so every three months, that money doesn't go as far as $145 as it does at $125, obviously. Less shares repurchased means less of an earnings per share benefit, and lower long-term dividend raises. The good news is that Apple is on its way towards $100 billion a year in free cash flow, so investors don't need to worry about capital returns slowing down anytime soon.\nThe major issue for Apple right now is valuation. Shares finished last week trading at 33.4 times their trailing twelve-month earnings. That's basically double the mid-teens numbers from a couple of years ago, helped a lot by easy-money policies around the globe. My current price target of $162 is based on a 30X multiple of $5.40 in EPS for the September 2022 period. That number, however, assumes that the Fed and other central banks will remain fairly accommodative through most of next year. If we start to get a lot of tapering and or rate hikes earlier than expected, the overall market is likely to feel some pain, and I don't see how Apple would be immune from that.\nA strong report from Apple could easily help shares to rise to a new all-time high. But just to play devil's advocate for a minute, what if there is a disappointment or a \"buy the rumor, sell the news\" reaction? Well, shares are quite a bit above their key moving averages as seen in the chart below (50-day in purple, 200-day in orange). As long as Apple can hold the shorter-term trend line, that rising technical level should be one of support. The stock has been able to hold the long-term trend line for quite a while, so I don't see any more than about 14% downside in the near term unless we get a major market pullback.\n(Source: Yahoo! Finance)\nIn the end, expectations for Apple are very high as earnings approach this week. Two massive quarterly beats have sent estimates through the roof, and the stock has recently run to a new all-time high. The market will be looking for signs that the iPhone supercycle has continued while work from home tailwinds have not subsided just yet. Investors hoping that this rally can continue will need to see a strong report, with management hopefully painting a bright sales picture for upcoming fall product launches.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":692026359,"gmtCreate":1640795590985,"gmtModify":1640795591066,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692026359","repostId":"696485936","repostType":1,"repost":{"id":696485936,"gmtCreate":1640747457343,"gmtModify":1640749566270,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🔥【12月29日】涨跌互现，道指5连涨新能源车股走低，今天买点啥","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月29日讯，港股三大指数低开，恒指跌0.11%，国指跌0.09%，恒生科技指数跌0.18%。 盘面上，大型科技股普跌，<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌1.5%，<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌1%，<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌超2%，<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌约1.5%。生物科技股继续的下跌，汽车股、保险股、体育用品股、香港本地股普跌，<a href=\"https://laohu8.com/S/02359\">$药明康德(02359)$</a> 、<a href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 大跌超2%；另一方面，恒大概念股继续反弹，在线教育股、物管股走强。 美股市场 美股三大指数涨跌互现，截至收盘，道指续涨走出五连阳，但标普和纳指则终结连涨势头，双双收低。 美国总统拜登正在考虑让Sarah Bloom Raskin担任美联储负责银行业监管的副主席一职，作为政府最具影响力的美国银行业体系监管者。 截至收盘，道指涨0.26%，标普500指数跌0.1%，纳指跌0.56%。 大型科技股涨跌不一，按市值排列，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月29日讯，港股三大指数低开，恒指跌0.11%，国指跌0.09%，恒生科技指数跌0.18%。 盘面上，大型科技股普跌，<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌1.5%，<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌1%，<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌超2%，<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌约1.5%。生物科技股继续的下跌，汽车股、保险股、体育用品股、香港本地股普跌，<a href=\"https://laohu8.com/S/02359\">$药明康德(02359)$</a> 、<a href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 大跌超2%；另一方面，恒大概念股继续反弹，在线教育股、物管股走强。 美股市场 美股三大指数涨跌互现，截至收盘，道指续涨走出五连阳，但标普和纳指则终结连涨势头，双双收低。 美国总统拜登正在考虑让Sarah Bloom Raskin担任美联储负责银行业监管的副主席一职，作为政府最具影响力的美国银行业体系监管者。 截至收盘，道指涨0.26%，标普500指数跌0.1%，纳指跌0.56%。 大型科技股涨跌不一，按市值排列，","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月29日讯，港股三大指数低开，恒指跌0.11%，国指跌0.09%，恒生科技指数跌0.18%。 盘面上，大型科技股普跌，$百度集团-SW(09888)$ 跌1.5%，$阿里巴巴-SW(09988)$ 跌1%，$网易-S(09999)$ 、$京东集团-SW(09618)$ 跌超2%，$腾讯控股(00700)$ 跌约1.5%。生物科技股继续的下跌，汽车股、保险股、体育用品股、香港本地股普跌，$药明康德(02359)$ 、$药明生物(02269)$ 大跌超2%；另一方面，恒大概念股继续反弹，在线教育股、物管股走强。 美股市场 美股三大指数涨跌互现，截至收盘，道指续涨走出五连阳，但标普和纳指则终结连涨势头，双双收低。 美国总统拜登正在考虑让Sarah Bloom Raskin担任美联储负责银行业监管的副主席一职，作为政府最具影响力的美国银行业体系监管者。 截至收盘，道指涨0.26%，标普500指数跌0.1%，纳指跌0.56%。 大型科技股涨跌不一，按市值排列，","images":[{"img":"https://static.tigerbbs.com/9013fba8498d62a2b3f64f4130f04e94","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696485936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698710795,"gmtCreate":1640534562204,"gmtModify":1640534562330,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698710795","repostId":"693534520","repostType":1,"repost":{"id":693534520,"gmtCreate":1640048703183,"gmtModify":1640048812361,"author":{"id":"4090917315083020","authorId":"4090917315083020","name":"Kbchoo","avatar":"https://static.tigerbbs.com/4ca82a5f426c35eb7c3d97d11b3bdc1b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090917315083020","authorIdStr":"4090917315083020"},"themes":[],"htmlText":"<a 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91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 $亚马逊(AMZN)$上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 $美光科技(MU)$芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了$AMD(AMD)$ 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target=\"_blank\">大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 <a href=\"https://laohu8.com/TW/847570990\" target=\"_blank\">腾讯不及预期是真的，但还能更差吗？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元，比预期的1454亿元差一些；期内盈利400亿元，同比仅增长3%；而归属股东净利润317.5亿元，同比下降2%，不及预期的326亿元。 对不熟悉腾讯的投资者来说，惊吓着实有一些。","text":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： 大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会 发布者：@不二说价值 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 腾讯不及预期是真的，但还能更差吗？ 发布者：@小虎消息 $腾讯控股(00700)$Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元，比预期的1454亿元差一些；期内盈利400亿元，同比仅增长3%；而归属股东净利润317.5亿元，同比下降2%，不及预期的326亿元。 对不熟悉腾讯的投资者来说，惊吓着实有一些。","images":[{"img":"https://static.tigerbbs.com/c8116be6f30177877478465a24389611","width":"931","height":"461"},{"img":"https://static.tigerbbs.com/8e958e0c4197a13a77976bcdbc66a021","width":"800","height":"659"},{"img":"https://static.tigerbbs.com/dfb1a24d54a6a60238fdfd43d5f3576e","width":"604","height":"354"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873004366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842489125,"gmtCreate":1636216336765,"gmtModify":1636216336915,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564116127823740","authorIdStr":"3564116127823740"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842489125","repostId":"842076473","repostType":1,"repost":{"id":842076473,"gmtCreate":1636122762889,"gmtModify":1636177562830,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"【财报前瞻】蔚来不止眼前的利益，还有诗和远方","htmlText":"这几天最吸引人的莫过于特斯拉的连续多日暴涨，眼瞅着蔚来也要发财报了，这次财报都有哪些看点？能否像特斯拉一样拉起一波新的涨幅？想在这篇文章中跟大家探讨一下。 好了，回归正题，先来简单回顾一下Q2财报 蔚来的营收，交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车，其中交付了4433辆ES8 ，9,935辆 ES6和7,528辆 EC6，同比增长119%，环比增长9.2%然而，在发布如此好的财报数据后，蔚来不涨反跌，归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台，环比增长5.5-14.2%；总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间，同比增长大约96.9%至112.8%，环比增长约5.5%至14.0%。用李斌的话说，“我们今年的量不会有太多的增加，但我们更看重长期的利益。” 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 在经历了两个月的低迷之后，蔚来在9月高歌猛进，重回新势力销量榜首，蔚来9月一共交付10628台，同比增长125.7%，创月度交付记录达成历史性一刻，第三季度累计交付2.4万辆，与3季度蔚来给予的指引（23000-25000台）一致。具体来看，蔚来ES8的交付量达到了1978台，蔚来ES6的交付量达到了5260台，蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后，我对蔚来的看法总体上是比较乐观的，像是蔚来的估值主要是销量+预期两个方面吧，销量比较直观，9月的交付数据一改前两个月颓势，短期来看，芯片短缺的问题得以解决，销量涨了，增速涨了，对于未来的预期也会涨。 除此之外，近期又有多种利好，首先“金九银十”，虽然4季度天气比较冷，但是年底一般都是电动","listText":"这几天最吸引人的莫过于特斯拉的连续多日暴涨，眼瞅着蔚来也要发财报了，这次财报都有哪些看点？能否像特斯拉一样拉起一波新的涨幅？想在这篇文章中跟大家探讨一下。 好了，回归正题，先来简单回顾一下Q2财报 蔚来的营收，交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车，其中交付了4433辆ES8 ，9,935辆 ES6和7,528辆 EC6，同比增长119%，环比增长9.2%然而，在发布如此好的财报数据后，蔚来不涨反跌，归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台，环比增长5.5-14.2%；总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间，同比增长大约96.9%至112.8%，环比增长约5.5%至14.0%。用李斌的话说，“我们今年的量不会有太多的增加，但我们更看重长期的利益。” 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 在经历了两个月的低迷之后，蔚来在9月高歌猛进，重回新势力销量榜首，蔚来9月一共交付10628台，同比增长125.7%，创月度交付记录达成历史性一刻，第三季度累计交付2.4万辆，与3季度蔚来给予的指引（23000-25000台）一致。具体来看，蔚来ES8的交付量达到了1978台，蔚来ES6的交付量达到了5260台，蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后，我对蔚来的看法总体上是比较乐观的，像是蔚来的估值主要是销量+预期两个方面吧，销量比较直观，9月的交付数据一改前两个月颓势，短期来看，芯片短缺的问题得以解决，销量涨了，增速涨了，对于未来的预期也会涨。 除此之外，近期又有多种利好，首先“金九银十”，虽然4季度天气比较冷，但是年底一般都是电动","text":"这几天最吸引人的莫过于特斯拉的连续多日暴涨，眼瞅着蔚来也要发财报了，这次财报都有哪些看点？能否像特斯拉一样拉起一波新的涨幅？想在这篇文章中跟大家探讨一下。 好了，回归正题，先来简单回顾一下Q2财报 蔚来的营收，交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车，其中交付了4433辆ES8 ，9,935辆 ES6和7,528辆 EC6，同比增长119%，环比增长9.2%然而，在发布如此好的财报数据后，蔚来不涨反跌，归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台，环比增长5.5-14.2%；总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间，同比增长大约96.9%至112.8%，环比增长约5.5%至14.0%。用李斌的话说，“我们今年的量不会有太多的增加，但我们更看重长期的利益。” 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 在经历了两个月的低迷之后，蔚来在9月高歌猛进，重回新势力销量榜首，蔚来9月一共交付10628台，同比增长125.7%，创月度交付记录达成历史性一刻，第三季度累计交付2.4万辆，与3季度蔚来给予的指引（23000-25000台）一致。具体来看，蔚来ES8的交付量达到了1978台，蔚来ES6的交付量达到了5260台，蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后，我对蔚来的看法总体上是比较乐观的，像是蔚来的估值主要是销量+预期两个方面吧，销量比较直观，9月的交付数据一改前两个月颓势，短期来看，芯片短缺的问题得以解决，销量涨了，增速涨了，对于未来的预期也会涨。 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15:10","market":"hk","language":"zh","title":"小米系围绕芯片产业链大举扫货，雷军下周演讲会“谈芯”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1125734700","media":"上海证券报","summary":"正在全力“造车”的雷军并没有停止芯片的投资。2021年以来，小米系已投资超过20家芯片公司，在坚持自研的同时，小米系资本围绕芯片产业链大举“扫货”，累计投资公司数已超过60家，其中多家被投公司已登陆科","content":"<div>\n<p>正在全力“造车”的雷军并没有停止芯片的投资。2021年以来，小米系已投资超过20家芯片公司，在坚持自研的同时，小米系资本围绕芯片产业链大举“扫货”，累计投资公司数已超过60家，其中多家被投公司已登陆科创板或处于IPO流程中。\n芯片投资提速\n据天眼查数据显示，2021年，小米集团、小米长江产业基金以及顺为资本等参与投资的芯片公司数量已经超过了20家，涉及AI芯片研发、显示驱动芯片、射频及高端模拟芯片...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/27V1EZCNIx7gAS0dU2IvaA\">Web Link</a>\n\n</div>\n","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=https://mp.weixin.qq.com/s/27V1EZCNIx7gAS0dU2IvaA><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>正在全力“造车”的雷军并没有停止芯片的投资。2021年以来，小米系已投资超过20家芯片公司，在坚持自研的同时，小米系资本围绕芯片产业链大举“扫货”，累计投资公司数已超过60家，其中多家被投公司已登陆科创板或处于IPO流程中。\n芯片投资提速\n据天眼查数据显示，2021年，小米集团、小米长江产业基金以及顺为资本等参与投资的芯片公司数量已经超过了20家，涉及AI芯片研发、显示驱动芯片、射频及高端模拟芯片...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/27V1EZCNIx7gAS0dU2IvaA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86eaa8565a3430191eb6cda01c42ee72","relate_stocks":{"159813":"芯片","KC":"金山云","01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/27V1EZCNIx7gAS0dU2IvaA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125734700","content_text":"正在全力“造车”的雷军并没有停止芯片的投资。2021年以来，小米系已投资超过20家芯片公司，在坚持自研的同时，小米系资本围绕芯片产业链大举“扫货”，累计投资公司数已超过60家，其中多家被投公司已登陆科创板或处于IPO流程中。\n芯片投资提速\n据天眼查数据显示，2021年，小米集团、小米长江产业基金以及顺为资本等参与投资的芯片公司数量已经超过了20家，涉及AI芯片研发、显示驱动芯片、射频及高端模拟芯片、传感器芯片、功率器件研发等各个方面；其中亦不乏连续多次投资的案例。此外，小米还投资了超过300家生态链企业。\n今年6月，“易兆微电子”完成Pre-IPO轮融资，投资机构为小米长江产业基金、考拉基金。据官网信息显示，“易兆微电子”是一家短距离无线通讯芯片的芯片设计公司，隶属于易兆微电子（杭州）股份有限公司，主营业务为蓝牙、WiFi、NFC及安全应用相关的无线片上系统和射频芯片的设计、研发和销售，覆盖了物联网、POS机、可穿戴设备、智能家电、无线音频与键盘等在内的无线应用场景。目前已进入上市辅导期。\n8月，小米长江产业基金参与聚芯微电子数亿元C轮融资。成立于2016年的聚芯微电子是一家拥有独立自主知识产权的创新型芯片设计公司，以模拟与混合信号芯片设计为核心，已开创了以智能音频、3D视觉、光学传感和触觉感知为代表的多条产品线业务齐头并进的良好发展局面。其中智能音频芯片及解决方案已在OPPO、小米、三星等一线手机厂商完成上亿颗出货。\n此外，小米长江产业基金还投资了瀚昕微电子（上海）有限公司，后者成立于2017年3月，公司股东还包括TCL资本等，公司主打产品为快充协议芯片，广泛应用于玩具、智能电表及快速充电等领域。\n“扫货”硕果累累\n有半导体行业人士曾经用“扫货”来形容小米的芯片投资布局，除了小米长江产业基金外，顺为资本、金米投资、People Better等关联基金也成为雷军布局芯片产业的抓手。\n截至目前，小米系资本投资的芯片公司已经超过60家，包括：\n无线半导体射频前端芯片解决方案提供商开元通信技术（厦门）有限公司\n无晶圆核心通信芯片设计商深圳无限数科技有限公司\n模拟芯片设计公司深圳市微源半导体股份有限公司\n射频前端芯片和模块产品研发生产商锐石创芯（深圳）科技有限公司\n集成电路芯片制造商上海南芯半导体科技有限公司等等\n……\n其中不少公司产品能够为小米生态链产品提供芯片或相关解决方案，涵盖了手机智能硬件供应链、通信基带、新材料及新工艺等各个领域。\n而芯片产业链投资对于小米既是战略协同，也不乏财务投资。除了此前提到的易兆微电子已进入上市辅导期外，不少被投公司已经上市或者正处于IPO过程中。\n早在2016年，小米就投资了乐鑫科技以及通过武汉珞珈间接持股聚辰股份。目前，这两家企业均已在科创板成功上市。同样已经成功登陆科创板的小米参投公司还包括半导体IP授权服务商芯原股份、智能音频SoC芯片龙头恒玄科技。\n此外，即将科创板上市的格科微、翱捷科技（已过会）背后也都有小米资本的身影。其中，小米科技、武汉光谷产业投资有限公司共同参与持股的小米长江，持有格科微0.95%的发行前股份。湖北小米长江产业基金合伙企业（有限合伙）持有翱捷科技1.09%的股份。与此同时，小米长江持股4.34%的必易微科创板上市已进入问询状态，后者主营业务为电源管理芯片和电机驱动控制芯片的研发和销售。\n值得一提的是，这些标的公司也具备产业集聚性，多集中于上海张江、武汉光谷等具有产业聚集效应的“芯”高地，同时也是小米重点发展和布局的地区。\n小米产业投资部合伙人孙昌旭此前介绍，小米长江产业基金主要聚焦于产业链上游，即“先进制造”，专注于智能制造、工业机器人等领域，特别是集成电路芯片这一块将是产业投资基金布局的重点。\n从未放弃自研\n除了资本布局，小米本身也从未放弃过自研芯片。\n早在2017年，小米发布芯片澎湃S1，首款搭载澎湃S1芯片的手机小米5C也一同发布；2020年8月，小米董事长雷军发文回应造“芯”进展，称小米自2014年开始做澎湃芯片，2017年发布了第一代，后来的确遇到了巨大困难。“但请米粉们放心，这个计划还在继续。”雷军当时表示。\n据悉，小米芯片团队松果电子2019年进行重组，部分分拆组建新公司南京大鱼半导体并独立融资。重组后，小米持有南京大鱼半导体25%股权，大鱼半导体将专注于半导体领域的AI和IoT芯片与解决方案的技术研发，而松果将继续专注手机SoC芯片和AI芯片研发，仍由小米100%持股。\n\n今年3月，小米发布了最新款图像信号处理芯片——澎湃C1，采用自研ISP+自研算法，可以帮助手机进行更精细、更先进的3A处理——即AF对焦、AWB白平衡及AE自动曝光，预计未来将会有更多小米手机搭载该款芯片。\n业内人士预计，类似澎湃C1这样的ISP（图像信号处理器）芯片，以及AIoT物联网芯片的开发是小米未来比较可行、也更具有规模效应的芯片自研方向。\n据雷军微博最新消息，8月10日，雷军将举办年度演讲，聊聊这些年最艰难的10个选择以及小米最近的变化，同时将正式发布小米MIX 4；期间是否会涉及”芯事“呢？我们拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}