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Milliamwong

Milliamwong

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2021-12-28

Laters

苹果供应链TOP200有喜有忧，果链神话要靠造车续写？

2021-12-28

好

一则传闻“拉闸”热门板块，涉事券商刚刚官方回应！

2021-12-28

Laters

外媒头条：拜登称需要在州一级解决新冠激增问题

2021-12-27

很好

特斯拉Model 3成为11月欧洲最畅销的电动汽车

2021-12-20

Like

外媒头条：拜登1.75万亿经济支出计划或被推迟审议

2021-12-08

牛

抱歉，原内容已删除

2021-12-04

...

【异动】美股新能源车板块跌幅扩大，蔚来跌超10%

2021-12-03

Well

马斯克昨日卖出逾93万股特斯拉股票，总价值10.1亿美元

2021-12-01

好

鲍威尔：关于通胀，该放弃“暂时”这个词了

2021-11-30

Well

Goldman Sachs Removes Alibaba From Conviction List; Still Keeps 'Buy' With 61% Upside

2021-11-29

好

开盘：恒指低开0.71%，美团绩后跌近9%

2021-11-13

要定

马斯克于11月12日卖出120万股特斯拉股票

2021-11-07

这篇文章不错，转发给大家看

@老虎专刊:【老虎周刊】老虎社区一周十大精华文章

2021-11-02

So...

2021-10-29

Great ariticle, would you like to share it?

@奇奇qiqi:How To Pick An Investing Tool (Part 1/3)

2021-10-26

Laters

AMD earnings look to again succeed where Intel disappointed

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07:01","market":"us","language":"zh","title":"苹果供应链TOP200有喜有忧，果链神话要靠造车续写？","url":"https://stock-news.laohu8.com/highlight/detail?id=2194210074","media":"价值研究所","summary":"苹果造车，能否创造另一条黄金产业链？","content":"<p>上周，A股<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产业链概念板块连日走高。其中，<a href=\"https://laohu8.com/S/603626\">科森科技</a>录得三连涨，22日一度涨停，截止当日收盘封单资金达6200万，同日苹果产业链概念板块涨幅也逼近3%。</p>\n<p>作为国内唯一一家苹果金属件直接供应商，进入“果链”多年的科森科技在年底迎来一波爆发，是苹果强大市场号召力的直接体现。在缺席一年之后，苹果TOP 200供应商名单在今年年中回归，更是为投资者提供了了解各家企业发展的绝佳途径。</p>\n<p>虽然都说“果链”的含金量在消退，苹果对供应链企业的极端控制反作用越来越明显，但加入“果链”仍是许多上下游零部件、代工企业提升自身价值的重要方式。借助今年这份最新名单，我们或许可以好好看看，“果链”的造富神话，到底还能延续多长时间。</p>\n<h2><b>藏在“TOP 200”里的千亿巨头</b></h2>\n<p>由于去年缺席一年，所以苹果今年年中公布的TOP200名单针对的是2020年供应商的表现。和2019年的名单相比，苹果在2020纳入了更多中国供应商。<b>数据显示，中国大陆共有12家厂商被纳入苹果TOP200名单，是新纳入厂商最多的地区；中国香港和中国台湾地区也有多家新鲜上榜的供应商。</b></p>\n<p>也有媒体统计称，如果算上主体业务、生产线已经搬到大陆地区的港资企业，中国大陆+中国香港地区上榜的供应商数量达到48家，成为上榜厂商最多的地区，超过了美国的38家、日本的33家。当然，这份2020年的榜单存在一些滞后性，比如今年已经被剔出苹果供应链<a href=\"https://laohu8.com/S/002456\">欧菲光</a>，就依然在列。但总体来说，中国大陆企业的实力还是得到了更高的肯定，在苹果供应链里里的地位也在逐渐上升。</p>\n<p>再者，从完整名单来看，虽然苹果TOP 200供应商里有大量大家耳熟能详的国外巨头，如<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、LG等。但国内的一众上榜厂商，同样不乏实力派、潜力股。在苹果这颗参天大树的庇荫下，不少供应商正创造了属于自己的增长奇迹。</p>\n<p><img src=\"https://static.tigerbbs.com/62bd1ddb3095dd628e689642165a611a\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">（图片来自UNsplash）</p>\n<p>在价值研究所（ID：jiazhiyanjiusuo）看来，“果链”的造富神话惠及了一大批核心供应商。要按崛起时间、核心业务等维度进行划分的话，我们可以将主要苹果TOP200榜单里的国内供应商分别两个阵营：老巨头和潜力股。</p>\n<h3><b><a href=\"https://laohu8.com/S/002475\">立讯精密</a>&amp;<a href=\"https://laohu8.com/S/002241\">歌尔股份</a>：增长神话未完待续</b></h3>\n<p><b>前一个阵营，有两个杰出代表——进入“果链”多年，一直备受苹果器重的长期合作伙伴歌尔股份和立讯精密。</b></p>\n<p>其中，歌尔股份最初是靠供应扬声器、受话器等零部件发家，而后切入中游精密零组件和<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>硬件业务；立讯精密相信大家都十分熟悉，主要为苹果供应电声器件和连接器，因为业务和苹果高度绑定一度被业内人士赋予“苹果代工厂”的称号。</p>\n<p>可以看出，这两家供应商的主营业务，恰好覆盖苹果手机、PC、智能穿戴等全系列消费电子产品的各个核心零部件，是苹果这艘巨型航母得以顺利运转的重要组成部分。也正是得益于苹果提供的大量订单和“果链”的光环，歌尔和立讯这两大主要供应商也在过去十多年积累了深厚的家底。</p>\n<p>截止上周五收盘，歌尔股份的市值达到1840亿，立讯精密市值更是高达3431亿，和进入“果链”前相比有天壤之别。从营收增速来看，“果链”加诸立讯、歌尔身上的魔法也尚未消失。上一财年，立讯精密营收925亿，同比大增48%。数据显示，自上市以来，立讯的营收在10年间暴涨60倍，已然成为中小板市值之王。</p>\n<p>歌尔股份的增长速度也不遑多让。根据10月底发布的2021财年三季度报，歌尔今年前三个季度总营收为527.89亿元，同比增幅达到52%，归属上市公司股东净利润更是同比激增65.28%至33亿。据统计，歌尔股份今年前三季度的营收增速和净利润增速都保持在较高水平，尤其是净利润在今年第一季度同比暴涨228.41%，可见其增速之快。</p>\n<p>歌尔和立讯是较早阶段便加入“果链”的供应商，和苹果合作多年，彼此已经十分默契，且合作范围仍在扩大。</p>\n<p>以歌尔股份为例。根据最新数据，随着苹果AirPods系列销量不断上升，歌尔股份声学零件的市占率也是稳步增长。不少分析师还预计，在未来1-2年内，TWS业务将为歌尔提供全新的业务增长点。</p>\n<p>可以预见的是，已经成长为巨头的歌尔和立讯，依托苹果给予的养分，仍会在一段时间内保持自己的增长速度。</p>\n<h3><b>那些不可忽视的潜力股</b></h3>\n<p>当然，除了立讯和歌尔股份这两个大赢家之外，在苹果TOP 200榜单里，还有不少低调的、尚未达到巅峰的潜力股，值得我们关注。</p>\n<p><b>价值研究所（ID：jiazhiyanjiusuo）就认为，切入中游生产线和拥有核心零部件研发能力的厂商，在未来最具增长潜力。</b></p>\n<p>比如<a href=\"https://laohu8.com/S/300136\">信维通信</a>，作为全球领先的射频元器件供应商，在消费电子、汽车、智能硬件领域都有重要地位；再比如<a href=\"https://laohu8.com/S/000049\">德赛电池</a>，专注于研发生产消费电池，在2012年进入“果链”后一直为苹果的iPhone、iPad系列供应电池和中小型移动电源管理系统。</p>\n<p>以德赛电池为例，技术一直是其安身立命的根本。从成立以来，德赛走的就是一边合资经营、引进国外先进技术，一边坚持自主研发的路线，经过多年努力已经掌握了自己的核心技术。数据显示，德赛过去几年的研发投入基本保持年均20%左右的增幅，且在日本、新加坡等地设有海外研究所。</p>\n<p>虽然在业内很低调，德赛电池和信维通信的增长速度一点都不含糊。根据最新收盘价换算，德赛电池市值约180亿，信维通信约为220亿，且增长潜力仍在进一步释放中。</p>\n<p>可以预料的是，在自身科技硬实力不断提升，且苹果这个大靠山继续维持增长的情况下，会有更多“果链”潜力股突围而出。</p>\n<h2><b>“果链”神话的另一面</b></h2>\n<p>不过，在增长神话之外，我们还是能看到“果链”背后的“阴暗面”：大多集中在利润较低的零部件供应端，对苹果业务依赖过大抗压性不足等等。</p>\n<p><b>一方面，业务上过于依赖苹果是有一定风险的，一旦苹果削减订单，企业的营收、利润都无可避免会大幅下滑。</b></p>\n<p>7月12日，苹果供应链龙头<a href=\"https://laohu8.com/S/002600\">领益智造</a>开盘跌停，一日之内市值蒸发超60亿，无数股民一片哀嚎。</p>\n<p>诱发股价大跌的，是前一天盘后公布的2021年上半年业绩预告。财报显示，领益智造今年上半年业绩大变脸，归属上市公司股东净利润同比骤降26.66%-42.5%，这和一季度高达613%的净利润同比增幅相比，落差实在过于惊人。</p>\n<p>7月份这次业绩下滑，领益智造归因于蔓延全球的芯片荒。但事实上，这已经不是领益智造第一次遭遇股价暴跌困境。去年一季度，领益智造净利润同比暴跌89.22%至6487万元，报告期内公允价值变动损失超2.5亿元。造成这次业绩滑坡的主要原因，就是苹果削减订单。</p>\n<p>和领益智造有相似遭遇的果链企业并不少，更有甚者，如欧菲光这样被直接踢出供应链的企业，更是直接丧失近九成利润。</p>\n<p><b>另一方面，虽然国内的“果链”企业已经铆足了劲突破各种技术瓶颈，但在苹果生态链条内，利润率最高的核心生产环节依然掌握在少数几家巨头手里。</b></p>\n<p>以iPhone 13为例，13 Pro和13 Max两款高端机型的高刷屏由<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>提供，ROM产自日本铠侠，电源IC是苹果自研产品，全系列的X60基带都由高通提供。</p>\n<p>换个角度讲，领益智造、欧菲光等“果链”企业之所以会面临削减订单甚至被踢出供应链的风险，也正是因为其缺少苹果生产链上的核心技术。举个例子，如果没有高通的X60 5G基带，iPhone就会丧失5G功能，所以高通绝不会有被苹果踢出供应链的危机——除非苹果在未来成功攻克5G 基带研发瓶颈，拥有自己的自研技术。</p>\n<p>有鉴于此，努力提高自身硬实力、扩展业务范围或者打入苹果供应链核心地带，是“果链”企业永葆生命力的关键。</p>\n<p><img src=\"https://static.tigerbbs.com/ed37c8edae0f93d2c152d7fdc1bbbfe9\" tg-width=\"1080\" tg-height=\"716\" referrerpolicy=\"no-referrer\"></p>\n<p><b>比如立讯精密，就开始切入中游生产组装业务，希望争夺更多核心利润。</b></p>\n<p>12月22日，据媒体报道，立讯精密已经开始在昆山建设一座占地面积超过28万平方公尺的制造园，为日后承接苹果iPhone的组装任务做准备。消息一出，立讯股价断线急剧拉升，当天收涨5.03%，股价较年内低位反弹超50%。</p>\n<p>在此前的报道中，价值研究所（ID：jiazhiyanjiusuo）曾提过对立讯增长放缓的担忧。但在疫情和供应链危机爆发之后，苹果有意打破对富士康的“代工依赖症”，进一步丰富自己的供应链，无疑为立讯打开了全新的增长空间。</p>\n<p>归根结底，零部件供应的利润率低、技术提升有限，且市场竞争越来越激烈，无法支撑立讯在高达3000亿的市值基础上进一步增长。但要是能成功切入中游生产、组装产业链，毛利水平无疑将大大提高。在苹果的幕后支持下，立讯叫板富士康，仿佛不再是一个遥不可及的梦想。</p>\n<p><b>至于目前尚未挤进“果链”的企业，机会窗口也没有完全关闭：在苹果高调宣布造车之后，新的供应链正在搭建。</b></p>\n<p>iPhone的“黄金十年”，铸就了一大批“果链”企业的增长神话。憧憬着“重新定义汽车”的苹果，还能打造出另一条引以为傲的供应链，带出新一批巨头吗？</p>\n<p>价值研究所（ID：jiazhiyanjiusuo）认为，大家或许需要保持谨慎。</p>\n<h2><b>苹果汽车供应链能续写辉煌吗？</b></h2>\n<p>12月23日，和大、贸联、和勤、富田等苹果汽车零部件供应商透露，Apple Car将在明年9月份面世，比库克的原计划提早了至少2年。不少美国媒体也爆料，苹果和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的技术人才、供应商争夺战近段时间也是渐趋激化，前者已从后者那挖走不少研发工程师和制造商。</p>\n<p>有意思的是，当初特斯拉崛起的时候，不少业内人士都认为其供应链管理体系有苹果的影子，很多人甚至在议论特斯拉供应链能否成为继“果链”之后又一个造富神话。但如今，苹果亲自下场造车，和特斯拉短兵相接，一场围绕供应链的大战自然是备受瞩目。</p>\n<p><img src=\"https://static.tigerbbs.com/76aa79b86b347e5daa74b0fedfd01254\" tg-width=\"1080\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></p>\n<p>从前期动态来看，苹果汽车的供应链将沿用和消费电子供应链相似的管理模式。</p>\n<p><b>一方面，苹果会把核心技术牢牢把控在自己手里——上游的芯片设计、驾驶解决方案等高科技含量的生产环节，将采用自研为主的模式。</b></p>\n<p>数据显示，截止今年第三季度，苹果年内已经斩获了近30项汽车相关专利，包括自动驾驶解决方案、车载安全系系统、3D物体监测等核心技术。对比之下，去年一整年苹果才获得了10项专利。</p>\n<p>此外，据外媒报道，在苹果硅工程团队的努力下，第一代Apple Car芯片处理器的核心研发工作已经宣告完成，为Apple Car的完全自动驾驶测试奠定了基础。</p>\n<p>事实上，自从今年年中苹果技术副总裁凯文·林奇执掌汽车业务以来，苹果在自动核心技术上的研发进程就宛如被按下快进键，研发团队的人员流动速度也是越来越快。</p>\n<p>11月7日，特斯拉Autopilot系统总监CJ Moore宣布跳槽苹果，负责Apple Car的自动驾驶软件开发工作。有意思的是，CJ Moore的直属上司，是另一位从特斯拉跳槽过来的前高管Stuart Bowers。</p>\n<p><b>对于特斯拉来说，防止苹果挖角已经成为一个愈发严峻的问题。</b></p>\n<p><img src=\"https://static.tigerbbs.com/a9af9665ff3efe366049bc594ad03c94\" tg-width=\"1080\" tg-height=\"714\" referrerpolicy=\"no-referrer\"></p>\n<p>（图片来自UNsplash）</p>\n<p><b>另一方面，苹果汽车项目团队过去一年频繁造访韩国、东南亚等地，和当地厂商商讨建立汽车零部件供应链的事宜。</b></p>\n<p>在新能源车的产业链中，苹果目前最看重的是两个环节：电池和造车平台。苹果原本的规划，是在韩国或东南亚等地建立自己的完整产业链和生产线，就和iPhone、iPad当初的量产模式一致。</p>\n<p>但尴尬的是，苹果和供应商的谈判之旅显得有些艰难。</p>\n<p>先说电池供应这一块，价值研究所（ID：jiazhiyanjiusuo）查阅的信息显示，自从苹果开启造车计划以来，已先后和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/PC\">松下</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>等厂商进行交涉，但至今并没有选定自己的电池供应商。</p>\n<p>在消费电子领域人见人爱的苹果，跨界造车之后为何出现那么大的落差？</p>\n<p>原因其实不难理解。诸如比亚迪，还有苹果此前也接触过的大众、福特、戴姆勒等头部车企纷纷将苹果拒之门外，无非出于两点考虑：<b>一是不愿意沦为苹果的代工厂、对苹果的强烈控制欲感到抗拒；二是新能源车市场正在起量，头部车企自身业务增速足够快、不必接入外部客户，更何况苹果要是造车成功了还会成为它们的强大竞争对手。</b></p>\n<p>而且大家别忘了，受疫情、碳酸锂原材料价格上涨、碳中和计划等因素影响，最近两年电池供应吃紧，马斯克都已经多次在推特上抱怨特斯拉的电池存货不足。</p>\n<p>对于宁德时代、松下这样并不与苹果存在直接竞争关系的厂商来讲，自然没有理由拒绝这一个大金主、大客户。但问题是，苹果想把对消费电子供应链的极致控制模式移植到这些巨头身上，并不那么容易。</p>\n<p>据外媒报道，宁德时代和苹果的谈判之所以迟迟没有进展，就因为双方在一个关键条款上无法达成共识：前者需要在美国建厂。</p>\n<p>苹果提出这个要求一点都不意外，毕竟将供应链置于自己严密控制下、纳入自身生态，是其一贯的作风。但和消费电子领域的供应商不同，市值万亿的宁德时代电池技术放眼全球都处于领先位置。且比亚迪、大众等车企的电池供应本就有限，满足自身需求尚且吃力，更没有太多精力和宁德时代抢生意。</p>\n<p>总结起来就一句话：<b>宁德时代这样的头部电池厂商很欢迎苹果这个大客户，但也有底气为了自己的利益拒绝任何客户的不合理要求。</b>在全球性产能紧缺的背景下，想接下、又有能力接下苹果这张大订单的厂商，其实并不多。在汽车供应链的搭建过程中，苹果还会遇到很多麻烦。</p>\n<p><img src=\"https://static.tigerbbs.com/de016c31ae238ac982cb2761ed3a706f\" tg-width=\"1080\" tg-height=\"641\" referrerpolicy=\"no-referrer\"></p>\n<p>（图片来自Pixabay）</p>\n<p>再来看造车平台这一边，苹果也遭遇了相似的烦恼。</p>\n<p>今年年初，现代集团旗下的起亚汽车被爆将进入苹果汽车供应链，为后者提供整车生产服务。但消息传出后不到24小时，起亚火速发布辟谣声明，导致其股价在暴涨10%之后重挫13%，让投资者一脸迷惑。</p>\n<p>起亚此举，和前面提到的戴姆勒、大众等车企拒绝苹果的造车邀请，相信都是出于同一个原因。总而言之，苹果在早已杀得兴起的新能源战场入局偏慢，受到老玩家的联手排斥也是完全可以想象的。</p>\n<p>不过好在，苹果在消费电子领域积累的强大技术、生产优势，并不会白费——根据外媒的报道，苹果就很有可能和老搭档富士康再度联手造车。</p>\n<p>目前，富士康已经打造了自己的造车平台MIH，整个造车联盟共有1851个成员，且正计划在美国和泰国量产汽车。值得一提的是，前文提到的和大、贸联、和勤等零部件供应商，全都是富士康MIH平台的成员。在今年二季度财报会上，<a href=\"https://laohu8.com/S/HHPD.UK\">鸿海集团</a>董事长刘扬伟曾说过：</p>\n<blockquote>\n “富士康目前正在和欧洲一些地区谈判建厂，这是我们全球汽车战略的一部分，预计到2023年底，就可以帮助Fisker等车企量产汽车。”\n</blockquote>\n<p>凭借自身强大的资本实力、市场号召力，我们并不怀疑苹果最终能成功打造出自己的汽车供应链。<b>但考虑到苹果在搭建生产线阶段的步履蹒跚，Apple Car供应链要想复制“果链”此前的辉煌，看来十分艰难。</b></p>\n<h2><b>写在最后</b></h2>\n<p>今年10月底的财报电话会上，“供应链管理大师”库克再次提及了苹果的供应链危机：</p>\n<blockquote>\n “受供应限制影响，苹果四季度营收减少了约60亿美元，iPhone、iPad和Mac等核心产品均受到了明显影响。”\n</blockquote>\n<p>库克此话一出，苹果股价盘后跌幅一度扩大至逾5%。也是在库克频繁表达对供应链安全的担忧之后，外界有关苹果将扩大供应链规模、增加更多供应商的猜测，不断升温。</p>\n<p>“果链”扩容，对于很多梦想加入苹果大家庭的供应商来说，是一大利好。但“一入豪门深似海”，想在苹果的生态环境下站稳脚跟，化机遇为利益，对于所有“果链”企业来说都是一门必修课。</p>\n<p>可以肯定的只有一点：只要苹果对市场的统治仍在继续，“果链”的造富神话就不会终结。就看谁能抓住机会，历劫飞升了。</p>","source":"36kr_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>苹果供应链TOP200有喜有忧，果链神话要靠造车续写？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果供应链TOP200有喜有忧，果链神话要靠造车续写？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 07:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1545501333443329><strong>价值研究所</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周，A股苹果产业链概念板块连日走高。其中，科森科技录得三连涨，22日一度涨停，截止当日收盘封单资金达6200万，同日苹果产业链概念板块涨幅也逼近3%。\n作为国内唯一一家苹果金属件直接供应商，进入“果链”多年的科森科技在年底迎来一波爆发，是苹果强大市场号召力的直接体现。在缺席一年之后，苹果TOP 200供应商名单在今年年中回归，更是为投资者提供了了解各家企业发展的绝佳途径。\n虽然都说“果链”的...</p>\n\n<a href=\"https://36kr.com/p/1545501333443329\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62bd1ddb3095dd628e689642165a611a","relate_stocks":{"BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://36kr.com/p/1545501333443329","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194210074","content_text":"上周，A股苹果产业链概念板块连日走高。其中，科森科技录得三连涨，22日一度涨停，截止当日收盘封单资金达6200万，同日苹果产业链概念板块涨幅也逼近3%。\n作为国内唯一一家苹果金属件直接供应商，进入“果链”多年的科森科技在年底迎来一波爆发，是苹果强大市场号召力的直接体现。在缺席一年之后，苹果TOP 200供应商名单在今年年中回归，更是为投资者提供了了解各家企业发展的绝佳途径。\n虽然都说“果链”的含金量在消退，苹果对供应链企业的极端控制反作用越来越明显，但加入“果链”仍是许多上下游零部件、代工企业提升自身价值的重要方式。借助今年这份最新名单，我们或许可以好好看看，“果链”的造富神话，到底还能延续多长时间。\n藏在“TOP 200”里的千亿巨头\n由于去年缺席一年，所以苹果今年年中公布的TOP200名单针对的是2020年供应商的表现。和2019年的名单相比，苹果在2020纳入了更多中国供应商。数据显示，中国大陆共有12家厂商被纳入苹果TOP200名单，是新纳入厂商最多的地区；中国香港和中国台湾地区也有多家新鲜上榜的供应商。\n也有媒体统计称，如果算上主体业务、生产线已经搬到大陆地区的港资企业，中国大陆+中国香港地区上榜的供应商数量达到48家，成为上榜厂商最多的地区，超过了美国的38家、日本的33家。当然，这份2020年的榜单存在一些滞后性，比如今年已经被剔出苹果供应链欧菲光，就依然在列。但总体来说，中国大陆企业的实力还是得到了更高的肯定，在苹果供应链里里的地位也在逐渐上升。\n再者，从完整名单来看，虽然苹果TOP 200供应商里有大量大家耳熟能详的国外巨头，如三星、高通、LG等。但国内的一众上榜厂商，同样不乏实力派、潜力股。在苹果这颗参天大树的庇荫下，不少供应商正创造了属于自己的增长奇迹。\n（图片来自UNsplash）\n在价值研究所（ID：jiazhiyanjiusuo）看来，“果链”的造富神话惠及了一大批核心供应商。要按崛起时间、核心业务等维度进行划分的话，我们可以将主要苹果TOP200榜单里的国内供应商分别两个阵营：老巨头和潜力股。\n立讯精密&歌尔股份：增长神话未完待续\n前一个阵营，有两个杰出代表——进入“果链”多年，一直备受苹果器重的长期合作伙伴歌尔股份和立讯精密。\n其中，歌尔股份最初是靠供应扬声器、受话器等零部件发家，而后切入中游精密零组件和智能硬件业务；立讯精密相信大家都十分熟悉，主要为苹果供应电声器件和连接器，因为业务和苹果高度绑定一度被业内人士赋予“苹果代工厂”的称号。\n可以看出，这两家供应商的主营业务，恰好覆盖苹果手机、PC、智能穿戴等全系列消费电子产品的各个核心零部件，是苹果这艘巨型航母得以顺利运转的重要组成部分。也正是得益于苹果提供的大量订单和“果链”的光环，歌尔和立讯这两大主要供应商也在过去十多年积累了深厚的家底。\n截止上周五收盘，歌尔股份的市值达到1840亿，立讯精密市值更是高达3431亿，和进入“果链”前相比有天壤之别。从营收增速来看，“果链”加诸立讯、歌尔身上的魔法也尚未消失。上一财年，立讯精密营收925亿，同比大增48%。数据显示，自上市以来，立讯的营收在10年间暴涨60倍，已然成为中小板市值之王。\n歌尔股份的增长速度也不遑多让。根据10月底发布的2021财年三季度报，歌尔今年前三个季度总营收为527.89亿元，同比增幅达到52%，归属上市公司股东净利润更是同比激增65.28%至33亿。据统计，歌尔股份今年前三季度的营收增速和净利润增速都保持在较高水平，尤其是净利润在今年第一季度同比暴涨228.41%，可见其增速之快。\n歌尔和立讯是较早阶段便加入“果链”的供应商，和苹果合作多年，彼此已经十分默契，且合作范围仍在扩大。\n以歌尔股份为例。根据最新数据，随着苹果AirPods系列销量不断上升，歌尔股份声学零件的市占率也是稳步增长。不少分析师还预计，在未来1-2年内，TWS业务将为歌尔提供全新的业务增长点。\n可以预见的是，已经成长为巨头的歌尔和立讯，依托苹果给予的养分，仍会在一段时间内保持自己的增长速度。\n那些不可忽视的潜力股\n当然，除了立讯和歌尔股份这两个大赢家之外，在苹果TOP 200榜单里，还有不少低调的、尚未达到巅峰的潜力股，值得我们关注。\n价值研究所（ID：jiazhiyanjiusuo）就认为，切入中游生产线和拥有核心零部件研发能力的厂商，在未来最具增长潜力。\n比如信维通信，作为全球领先的射频元器件供应商，在消费电子、汽车、智能硬件领域都有重要地位；再比如德赛电池，专注于研发生产消费电池，在2012年进入“果链”后一直为苹果的iPhone、iPad系列供应电池和中小型移动电源管理系统。\n以德赛电池为例，技术一直是其安身立命的根本。从成立以来，德赛走的就是一边合资经营、引进国外先进技术，一边坚持自主研发的路线，经过多年努力已经掌握了自己的核心技术。数据显示，德赛过去几年的研发投入基本保持年均20%左右的增幅，且在日本、新加坡等地设有海外研究所。\n虽然在业内很低调，德赛电池和信维通信的增长速度一点都不含糊。根据最新收盘价换算，德赛电池市值约180亿，信维通信约为220亿，且增长潜力仍在进一步释放中。\n可以预料的是，在自身科技硬实力不断提升，且苹果这个大靠山继续维持增长的情况下，会有更多“果链”潜力股突围而出。\n“果链”神话的另一面\n不过，在增长神话之外，我们还是能看到“果链”背后的“阴暗面”：大多集中在利润较低的零部件供应端，对苹果业务依赖过大抗压性不足等等。\n一方面，业务上过于依赖苹果是有一定风险的，一旦苹果削减订单，企业的营收、利润都无可避免会大幅下滑。\n7月12日，苹果供应链龙头领益智造开盘跌停，一日之内市值蒸发超60亿，无数股民一片哀嚎。\n诱发股价大跌的，是前一天盘后公布的2021年上半年业绩预告。财报显示，领益智造今年上半年业绩大变脸，归属上市公司股东净利润同比骤降26.66%-42.5%，这和一季度高达613%的净利润同比增幅相比，落差实在过于惊人。\n7月份这次业绩下滑，领益智造归因于蔓延全球的芯片荒。但事实上，这已经不是领益智造第一次遭遇股价暴跌困境。去年一季度，领益智造净利润同比暴跌89.22%至6487万元，报告期内公允价值变动损失超2.5亿元。造成这次业绩滑坡的主要原因，就是苹果削减订单。\n和领益智造有相似遭遇的果链企业并不少，更有甚者，如欧菲光这样被直接踢出供应链的企业，更是直接丧失近九成利润。\n另一方面，虽然国内的“果链”企业已经铆足了劲突破各种技术瓶颈，但在苹果生态链条内，利润率最高的核心生产环节依然掌握在少数几家巨头手里。\n以iPhone 13为例，13 Pro和13 Max两款高端机型的高刷屏由三星电子提供，ROM产自日本铠侠，电源IC是苹果自研产品，全系列的X60基带都由高通提供。\n换个角度讲，领益智造、欧菲光等“果链”企业之所以会面临削减订单甚至被踢出供应链的风险，也正是因为其缺少苹果生产链上的核心技术。举个例子，如果没有高通的X60 5G基带，iPhone就会丧失5G功能，所以高通绝不会有被苹果踢出供应链的危机——除非苹果在未来成功攻克5G 基带研发瓶颈，拥有自己的自研技术。\n有鉴于此，努力提高自身硬实力、扩展业务范围或者打入苹果供应链核心地带，是“果链”企业永葆生命力的关键。\n\n比如立讯精密，就开始切入中游生产组装业务，希望争夺更多核心利润。\n12月22日，据媒体报道，立讯精密已经开始在昆山建设一座占地面积超过28万平方公尺的制造园，为日后承接苹果iPhone的组装任务做准备。消息一出，立讯股价断线急剧拉升，当天收涨5.03%，股价较年内低位反弹超50%。\n在此前的报道中，价值研究所（ID：jiazhiyanjiusuo）曾提过对立讯增长放缓的担忧。但在疫情和供应链危机爆发之后，苹果有意打破对富士康的“代工依赖症”，进一步丰富自己的供应链，无疑为立讯打开了全新的增长空间。\n归根结底，零部件供应的利润率低、技术提升有限，且市场竞争越来越激烈，无法支撑立讯在高达3000亿的市值基础上进一步增长。但要是能成功切入中游生产、组装产业链，毛利水平无疑将大大提高。在苹果的幕后支持下，立讯叫板富士康，仿佛不再是一个遥不可及的梦想。\n至于目前尚未挤进“果链”的企业，机会窗口也没有完全关闭：在苹果高调宣布造车之后，新的供应链正在搭建。\niPhone的“黄金十年”，铸就了一大批“果链”企业的增长神话。憧憬着“重新定义汽车”的苹果，还能打造出另一条引以为傲的供应链，带出新一批巨头吗？\n价值研究所（ID：jiazhiyanjiusuo）认为，大家或许需要保持谨慎。\n苹果汽车供应链能续写辉煌吗？\n12月23日，和大、贸联、和勤、富田等苹果汽车零部件供应商透露，Apple Car将在明年9月份面世，比库克的原计划提早了至少2年。不少美国媒体也爆料，苹果和特斯拉的技术人才、供应商争夺战近段时间也是渐趋激化，前者已从后者那挖走不少研发工程师和制造商。\n有意思的是，当初特斯拉崛起的时候，不少业内人士都认为其供应链管理体系有苹果的影子，很多人甚至在议论特斯拉供应链能否成为继“果链”之后又一个造富神话。但如今，苹果亲自下场造车，和特斯拉短兵相接，一场围绕供应链的大战自然是备受瞩目。\n\n从前期动态来看，苹果汽车的供应链将沿用和消费电子供应链相似的管理模式。\n一方面，苹果会把核心技术牢牢把控在自己手里——上游的芯片设计、驾驶解决方案等高科技含量的生产环节，将采用自研为主的模式。\n数据显示，截止今年第三季度，苹果年内已经斩获了近30项汽车相关专利，包括自动驾驶解决方案、车载安全系系统、3D物体监测等核心技术。对比之下，去年一整年苹果才获得了10项专利。\n此外，据外媒报道，在苹果硅工程团队的努力下，第一代Apple Car芯片处理器的核心研发工作已经宣告完成，为Apple Car的完全自动驾驶测试奠定了基础。\n事实上，自从今年年中苹果技术副总裁凯文·林奇执掌汽车业务以来，苹果在自动核心技术上的研发进程就宛如被按下快进键，研发团队的人员流动速度也是越来越快。\n11月7日，特斯拉Autopilot系统总监CJ Moore宣布跳槽苹果，负责Apple Car的自动驾驶软件开发工作。有意思的是，CJ Moore的直属上司，是另一位从特斯拉跳槽过来的前高管Stuart Bowers。\n对于特斯拉来说，防止苹果挖角已经成为一个愈发严峻的问题。\n\n（图片来自UNsplash）\n另一方面，苹果汽车项目团队过去一年频繁造访韩国、东南亚等地，和当地厂商商讨建立汽车零部件供应链的事宜。\n在新能源车的产业链中，苹果目前最看重的是两个环节：电池和造车平台。苹果原本的规划，是在韩国或东南亚等地建立自己的完整产业链和生产线，就和iPhone、iPad当初的量产模式一致。\n但尴尬的是，苹果和供应商的谈判之旅显得有些艰难。\n先说电池供应这一块，价值研究所（ID：jiazhiyanjiusuo）查阅的信息显示，自从苹果开启造车计划以来，已先后和比亚迪、松下、宁德时代等厂商进行交涉，但至今并没有选定自己的电池供应商。\n在消费电子领域人见人爱的苹果，跨界造车之后为何出现那么大的落差？\n原因其实不难理解。诸如比亚迪，还有苹果此前也接触过的大众、福特、戴姆勒等头部车企纷纷将苹果拒之门外，无非出于两点考虑：一是不愿意沦为苹果的代工厂、对苹果的强烈控制欲感到抗拒；二是新能源车市场正在起量，头部车企自身业务增速足够快、不必接入外部客户，更何况苹果要是造车成功了还会成为它们的强大竞争对手。\n而且大家别忘了，受疫情、碳酸锂原材料价格上涨、碳中和计划等因素影响，最近两年电池供应吃紧，马斯克都已经多次在推特上抱怨特斯拉的电池存货不足。\n对于宁德时代、松下这样并不与苹果存在直接竞争关系的厂商来讲，自然没有理由拒绝这一个大金主、大客户。但问题是，苹果想把对消费电子供应链的极致控制模式移植到这些巨头身上，并不那么容易。\n据外媒报道，宁德时代和苹果的谈判之所以迟迟没有进展，就因为双方在一个关键条款上无法达成共识：前者需要在美国建厂。\n苹果提出这个要求一点都不意外，毕竟将供应链置于自己严密控制下、纳入自身生态，是其一贯的作风。但和消费电子领域的供应商不同，市值万亿的宁德时代电池技术放眼全球都处于领先位置。且比亚迪、大众等车企的电池供应本就有限，满足自身需求尚且吃力，更没有太多精力和宁德时代抢生意。\n总结起来就一句话：宁德时代这样的头部电池厂商很欢迎苹果这个大客户，但也有底气为了自己的利益拒绝任何客户的不合理要求。在全球性产能紧缺的背景下，想接下、又有能力接下苹果这张大订单的厂商，其实并不多。在汽车供应链的搭建过程中，苹果还会遇到很多麻烦。\n\n（图片来自Pixabay）\n再来看造车平台这一边，苹果也遭遇了相似的烦恼。\n今年年初，现代集团旗下的起亚汽车被爆将进入苹果汽车供应链，为后者提供整车生产服务。但消息传出后不到24小时，起亚火速发布辟谣声明，导致其股价在暴涨10%之后重挫13%，让投资者一脸迷惑。\n起亚此举，和前面提到的戴姆勒、大众等车企拒绝苹果的造车邀请，相信都是出于同一个原因。总而言之，苹果在早已杀得兴起的新能源战场入局偏慢，受到老玩家的联手排斥也是完全可以想象的。\n不过好在，苹果在消费电子领域积累的强大技术、生产优势，并不会白费——根据外媒的报道，苹果就很有可能和老搭档富士康再度联手造车。\n目前，富士康已经打造了自己的造车平台MIH，整个造车联盟共有1851个成员，且正计划在美国和泰国量产汽车。值得一提的是，前文提到的和大、贸联、和勤等零部件供应商，全都是富士康MIH平台的成员。在今年二季度财报会上，鸿海集团董事长刘扬伟曾说过：\n\n “富士康目前正在和欧洲一些地区谈判建厂，这是我们全球汽车战略的一部分，预计到2023年底，就可以帮助Fisker等车企量产汽车。”\n\n凭借自身强大的资本实力、市场号召力，我们并不怀疑苹果最终能成功打造出自己的汽车供应链。但考虑到苹果在搭建生产线阶段的步履蹒跚，Apple Car供应链要想复制“果链”此前的辉煌，看来十分艰难。\n写在最后\n今年10月底的财报电话会上，“供应链管理大师”库克再次提及了苹果的供应链危机：\n\n “受供应限制影响，苹果四季度营收减少了约60亿美元，iPhone、iPad和Mac等核心产品均受到了明显影响。”\n\n库克此话一出，苹果股价盘后跌幅一度扩大至逾5%。也是在库克频繁表达对供应链安全的担忧之后，外界有关苹果将扩大供应链规模、增加更多供应商的猜测，不断升温。\n“果链”扩容，对于很多梦想加入苹果大家庭的供应商来说，是一大利好。但“一入豪门深似海”，想在苹果的生态环境下站稳脚跟，化机遇为利益，对于所有“果链”企业来说都是一门必修课。\n可以肯定的只有一点：只要苹果对市场的统治仍在继续，“果链”的造富神话就不会终结。就看谁能抓住机会，历劫飞升了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696115471,"gmtCreate":1640649684829,"gmtModify":1640649684903,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696115471","repostId":"2194064441","repostType":4,"repost":{"id":"2194064441","kind":"highlight","pubTimestamp":1640647456,"share":"https://www.laohu8.com/m/news/2194064441?lang=&edition=full","pubTime":"2021-12-28 07:24","market":"hk","language":"zh","title":"一则传闻“拉闸”热门板块，涉事券商刚刚官方回应！","url":"https://stock-news.laohu8.com/highlight/detail?id=2194064441","media":"华尔街见闻","summary":"国金证券已关注到市场上广泛传播的有关配网投资的传闻，该观点并非国金证券研究所观点。","content":"<p>在“双碳”大背景下，电力设备板块走势强劲，行业指数今年以来最高涨幅超60%。但在今天，一则“不再搞整县推进了……目前最大影响是电网的配网投资预计会从1.7万亿降到1.5万亿”的传言对该板块走势造成较大影响。</p>\n<p>午后开盘，<a href=\"https://laohu8.com/S/600406\">国电南瑞</a>直线跳水一度跌停，带着整个板块大跌，多只<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电网权重股也走出相似行情。</p>\n<p>对此，记者向传言涉及的<a href=\"https://laohu8.com/S/600109\">国金证券</a>求证，其研究所相关负责人表示：</p>\n<blockquote>\n <b>国金证券已关注到市场上广泛传播的有关配网投资的传闻，该观点并非国金证券研究所观点。</b>\n</blockquote>\n<blockquote>\n 国金研究所认为绿电交易机制的建立实施，通过有效提升收益率大大提高运营商投资积极性，（可）对冲投资或购买调峰能力成本偏高的经营风险，大力推动新能源高速发展。\n</blockquote>\n<blockquote>\n 国金证券研究所严格按照《发布证券研究报告执业规范》的要求，建立健全了质量控制机制和合规审查机制。所有研究报告发布前均须经过具备证券分析师资格的专职质量审核人员进行质量审核，并由专职人员进行合规审查，审核通过后的研究报告通过公司平台统一发送给签约对象。\n</blockquote>\n<blockquote>\n 请投资者以国金证券研究所统一发布的研究报告为准。\n</blockquote>\n<h2>传闻引发“闪跌”</h2>\n<p>回溯经过，今天下午开盘，国电南瑞直线下挫，短短16分钟股价便触及跌停板，随后在资金介入下，国电南瑞震荡回升，跌幅收窄。截至收盘，国电南瑞报41.39元/股，跌幅7.40%。此外，<a href=\"https://laohu8.com/S/002028\">思源电气</a>、<a href=\"https://laohu8.com/S/000400\">许继电气</a>和国电南自等多只板块龙头股跌幅也均在5%以上。</p>\n<p>突如其来的下跌缘自今日午间扩散的一则传言。网传有券商分析师表示：光伏（项目）以市场化方式取代行政推进，目前影响最大的将是电网的配网投资，预期配网投资将从1.7万亿降至1.5万亿元，具体仍在测算中。然而，后续又有消息称该观点为网上造谣，并非相关分析师发布。</p>\n<h2>多家券商出面澄清</h2>\n<p>总体来看，今日传闻主要焦点是分布式光伏的整县推进和电网投资是否会被削减。对此，多家券商研究所已纷纷发声澄清。</p>\n<p>如<a href=\"https://laohu8.com/S/601066\">中信建投</a>电新首席朱玥表示，国家对新能源的发展信心坚定，过程中要做好竞争不垄断，工作不暂停，近期对停止分布式光伏（项目）备案行为持续进行纠偏。未来几年，分布式光伏总体体量在25GW左右，其中户用17至18GW，分布式工商业为8GW左右，明年大概率有50％到100％的增长空间。</p>\n<p>朱玥认为，电网投资要淡化总量重视结构，“十四五”电网投资在2.3万亿至2.5万亿元左右，综合增速为10%到15%，配电网、数字化转型、直流输电等是结构性重点，维持观点不改变。</p>\n<p><a href=\"https://laohu8.com/S/000783\">长江证券</a>电新团队也称，未了解到相关说法，全国户用及分布式项目推广仍在快速推进。</p>\n<p>目前，市场对2022年的电力投资期望较高。</p>\n<blockquote>\n <b>长江证券表示</b>，本轮新能源变革的投资机遇中，特高压骨干网架逐步落地，配网投资将成智能电网建设关键环节，增量配电网、配网自动化及电力数字化将是发展重点。分布式储能的出现要求配网系统由过往的“单向输电”向“双向取用”转变，同时，使变电站与配电网络的建设需求大幅增加，利好变配电自动化及相关信息化企业。\n</blockquote>\n<blockquote>\n <b>平安证券认为</b>，在“双碳”大背景下，新能源行业步入快速成长期，全球光伏和国内风电新增装机未来两年的复合增速都有望达到30%左右，维持行业“强于大市”的评级。其中，风电方面，看好风电整机环节的估值扩张，海上风电有望迎来新一轮快速成长；光伏方面，屋顶分布式、BIPV（光伏建筑一体化）等新兴应用场景有望崛起。\n</blockquote>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一则传闻“拉闸”热门板块，涉事券商刚刚官方回应！</title>\n<style 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}\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一则传闻“拉闸”热门板块，涉事券商刚刚官方回应！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 07:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3648274><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在“双碳”大背景下，电力设备板块走势强劲，行业指数今年以来最高涨幅超60%。但在今天，一则“不再搞整县推进了……目前最大影响是电网的配网投资预计会从1.7万亿降到1.5万亿”的传言对该板块走势造成较大影响。\n午后开盘，国电南瑞直线跳水一度跌停，带着整个板块大跌，多只智能电网权重股也走出相似行情。\n对此，记者向传言涉及的国金证券求证，其研究所相关负责人表示：\n\n国金证券已关注到市场上广泛传播的有关...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3648274\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f01e4b782ba393cb7794f7764a5d7d90","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3648274","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194064441","content_text":"在“双碳”大背景下，电力设备板块走势强劲，行业指数今年以来最高涨幅超60%。但在今天，一则“不再搞整县推进了……目前最大影响是电网的配网投资预计会从1.7万亿降到1.5万亿”的传言对该板块走势造成较大影响。\n午后开盘，国电南瑞直线跳水一度跌停，带着整个板块大跌，多只智能电网权重股也走出相似行情。\n对此，记者向传言涉及的国金证券求证，其研究所相关负责人表示：\n\n国金证券已关注到市场上广泛传播的有关配网投资的传闻，该观点并非国金证券研究所观点。\n\n\n 国金研究所认为绿电交易机制的建立实施，通过有效提升收益率大大提高运营商投资积极性，（可）对冲投资或购买调峰能力成本偏高的经营风险，大力推动新能源高速发展。\n\n\n 国金证券研究所严格按照《发布证券研究报告执业规范》的要求，建立健全了质量控制机制和合规审查机制。所有研究报告发布前均须经过具备证券分析师资格的专职质量审核人员进行质量审核，并由专职人员进行合规审查，审核通过后的研究报告通过公司平台统一发送给签约对象。\n\n\n 请投资者以国金证券研究所统一发布的研究报告为准。\n\n传闻引发“闪跌”\n回溯经过，今天下午开盘，国电南瑞直线下挫，短短16分钟股价便触及跌停板，随后在资金介入下，国电南瑞震荡回升，跌幅收窄。截至收盘，国电南瑞报41.39元/股，跌幅7.40%。此外，思源电气、许继电气和国电南自等多只板块龙头股跌幅也均在5%以上。\n突如其来的下跌缘自今日午间扩散的一则传言。网传有券商分析师表示：光伏（项目）以市场化方式取代行政推进，目前影响最大的将是电网的配网投资，预期配网投资将从1.7万亿降至1.5万亿元，具体仍在测算中。然而，后续又有消息称该观点为网上造谣，并非相关分析师发布。\n多家券商出面澄清\n总体来看，今日传闻主要焦点是分布式光伏的整县推进和电网投资是否会被削减。对此，多家券商研究所已纷纷发声澄清。\n如中信建投电新首席朱玥表示，国家对新能源的发展信心坚定，过程中要做好竞争不垄断，工作不暂停，近期对停止分布式光伏（项目）备案行为持续进行纠偏。未来几年，分布式光伏总体体量在25GW左右，其中户用17至18GW，分布式工商业为8GW左右，明年大概率有50％到100％的增长空间。\n朱玥认为，电网投资要淡化总量重视结构，“十四五”电网投资在2.3万亿至2.5万亿元左右，综合增速为10%到15%，配电网、数字化转型、直流输电等是结构性重点，维持观点不改变。\n长江证券电新团队也称，未了解到相关说法，全国户用及分布式项目推广仍在快速推进。\n目前，市场对2022年的电力投资期望较高。\n\n长江证券表示，本轮新能源变革的投资机遇中，特高压骨干网架逐步落地，配网投资将成智能电网建设关键环节，增量配电网、配网自动化及电力数字化将是发展重点。分布式储能的出现要求配网系统由过往的“单向输电”向“双向取用”转变，同时，使变电站与配电网络的建设需求大幅增加，利好变配电自动化及相关信息化企业。\n\n\n平安证券认为，在“双碳”大背景下，新能源行业步入快速成长期，全球光伏和国内风电新增装机未来两年的复合增速都有望达到30%左右，维持行业“强于大市”的评级。其中，风电方面，看好风电整机环节的估值扩张，海上风电有望迎来新一轮快速成长；光伏方面，屋顶分布式、BIPV（光伏建筑一体化）等新兴应用场景有望崛起。","news_type":1},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696115184,"gmtCreate":1640649655861,"gmtModify":1640649655969,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"Laters","listText":"Laters","text":"Laters","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696115184","repostId":"2194100893","repostType":2,"repost":{"id":"2194100893","kind":"highlight","pubTimestamp":1640640933,"share":"https://www.laohu8.com/m/news/2194100893?lang=&edition=full","pubTime":"2021-12-28 05:35","market":"hk","language":"zh","title":"外媒头条：拜登称需要在州一级解决新冠激增问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2194100893","media":"市场资讯","summary":"　　美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。　　这些评论代表了拜登政府迄今为止最明确的承认之一，即在遏制 Covid-19 传播的努力中需要州和地方政府的帮助。　　拜登可能担心，如果没有各州的帮助，联邦遏制病毒的举措将无法奏效。航空公司采取了各种措施来防止机组人员感染，例如联合航空要求全员接种疫苗，达美航空对未接种疫苗的员工每月收取一笔附加费。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</b>\n</blockquote>\n<blockquote>\n <b>2、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</b>\n</blockquote>\n<blockquote>\n <b>3、土耳其里拉结束五连涨 埃尔多安的保证似乎不管用</b>\n</blockquote>\n<blockquote>\n <b>4、困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</b>\n</blockquote>\n<blockquote>\n <b>5、小摩称投资者过于悲观 认为美股不会大幅回调</b>\n</blockquote>\n<blockquote>\n <b>6、福奇：美国应考虑规定国内旅行需接种新冠疫苗</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/c05f759cf6950cdd364954859273f39b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</b></p>\n<p>美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。</p>\n<p>拜登在与美国一些州长会面之前说，“没有联邦解决方案。这（需要）在州一级得到解决。”</p>\n<p>这些评论代表了拜登政府迄今为止最明确的承认之一，即在遏制 Covid-19 传播的努力中需要州和地方政府的帮助。</p>\n<p>拜登可能担心，如果没有各州的帮助，联邦遏制病毒的举措将无法奏效。这些评论也可能是为了向州长施加更大的压力，要求他们在控制疾病方面发挥更大的作用。</p>\n<p>由于美国全国对病毒的态度和公共安全优先事项的不同，州长们对拜登政府的努力的反应喜忧参半。</p>\n<p><img src=\"https://static.tigerbbs.com/2a920342cac1cb6e0855026df098fa32\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"></p>\n<p><b>冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</b></p>\n<p>圣诞节周末打乱美国人出行计划的航班取消问题延续到周一，<b>在航空公司本就因新冠肺炎病例激增而人手不足的情况下，冬季风暴更是令他们雪上加霜</b>。</p>\n<p>FlightAware.com的数据显示，在周末期间超过2800个航班被取消后，截至纽约时间下午1点，周一又有超过1000个美国航班被取消。情况最严重的航司之一是阿拉斯加航空，因其在西雅图-塔科马国际机场的主要基地受到降雪和罕见低温的影响。</p>\n<p>Omicron导致的新一轮疫情仍然是个问题，令航空股承压。联合航空表示，由于跟omicron相关的人手问题，该公司周一取消了约2.9%的原定航班。航空公司采取了各种措施来防止机组人员感染，例如联合航空要求全员接种疫苗，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>对未接种疫苗的员工每月收取一笔附加费。各大航空公司都表示，他们大多数员工已经接种了疫苗。</p>\n<p><img src=\"https://static.tigerbbs.com/7c68f08ffe0c8fc303cbc958a9b70990\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>土耳其里拉结束五连涨 埃尔多安的保证似乎不管用</b></p>\n<p>土耳其里拉连续五天的上涨行情，虽然当局在一周前出台旨在遏制里拉下跌措施并信誓旦旦说里拉走势坚挺，但投资者并不买账。</p>\n<p>伊斯坦布尔时间下午6：37，里拉兑美元下跌7.2%至1美元兑11.4665里拉，稍早一度跌至11.5831里拉。今年以来，里拉贬值幅度超过35%，是2021年跌幅最大的新兴市场货币。</p>\n<p>上周五，土耳其总统埃尔多安表示，在采取多项措施支持里拉，包括推出新工具来保护里拉存款持有人后，里拉币值将“逐步”稳定。央行的数据也表明，当局一直在干预外汇市场，里拉上周上涨54%，扭转了前周下跌15%的势头。</p>\n<p><a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>驻伊斯坦布尔首席经济学家Ibrahim Aksoy在给投资者的报告中称，“如果央行对外币可能的抛盘减少，美元兑里拉汇率可能会再次上行”。</p>\n<p><img src=\"https://static.tigerbbs.com/764ad6d9c05adc5362ee6e3e129001c9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</b></p>\n<p>美国几家大型零售商宣布关闭多个城市的门店，理由有很多，从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。</p>\n<p>多家零售商开始转向电子商务以提高利润。</p>\n<p>CVS Health 在 11 月宣布，它计划关闭其近 10000 家门店中的约 9%，并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店，以降低成本并提高利润。 CVS特别指出，大多数客户转向数字偏好促使公司重新考虑其实体存在。</p>\n<p>CVS Health 总裁兼首席执行官 Karen Lynch 表示：“我们仍然专注于我们在全国数千个社区的业务所提供的竞争优势，这与我们迅速扩大的数字业务相辅相成。”</p>\n<p><img src=\"https://static.tigerbbs.com/36c3c98d3e4f8850f5b909c640463a73\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p>\n<p><b>小摩称投资者过于悲观 认为美股不会大幅回调</b></p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师表示，没有理由担心使今年美国股市迭创新高的涨势将很快结束。事实上，更多的投资者可能很快就会加入。</p>\n<p>“鉴于投资者仓位已经很低、回购股份创历史新高、有限的系统性风险以及正向的1月份季节性因素，目前并不具备大规模抛售股票的条件，”由Dubravko Lakos-Bujas带领的策略师在给客户的研究报告中写道。“投资者的仓位过于悲观，市场对鹰派美联储和omicron发展的悲观看法已经过头。”</p>\n<p>虽然标准普尔500指数上周再创历史新高，但涨势愈来愈由少数大型公司推动，这让人想起世纪之交的科技股泡沫。在疫情引发衰退之后的经济反弹现在已自顶峰回落之际，一些基金经理警告说，随着央行和政府逐步减少刺激措施以抑制飙升的通胀，周期的下一阶段是进入修正。</p>\n<p><img src=\"https://static.tigerbbs.com/8ada7b7e154b8094b51341c87cc4c5ad\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>福奇：美国应考虑规定国内旅行需接种新冠疫苗</b></p>\n<p>美国部分州的新冠病例在omicron变异推动下创新高且各地假日旅行继续受阻之际，该国总统乔·拜登的医疗顾问表示，政府应该考虑规定国内旅行需要接种疫苗。</p>\n<p>安东尼·福奇周一表示，考虑要求人们在乘坐国内航班前接种新冠疫苗是合理的。他后来在接受采访时还表示，民众应该考虑避免在新年前夜举行更大规模的聚会。</p>\n<p>“将疫苗当成一项规定时，更多人就会多个接种的动机，” 福奇说，“要是想在国内航班这样实施，我认为这是应该认真考虑的事情。”</p>\n<p>拜登周一表示，在每周一次的电话会议上，州长们向福奇询问了有关航空旅行的新要求。美国主要航空公司的游说团体Airlines for America说，政府曾暗示这种规定不会在短期内实施。</p>","source":"sina_us","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>外媒头条：拜登称需要在州一级解决新冠激增问题</title>\n<style 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}\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外媒头条：拜登称需要在州一级解决新冠激增问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 05:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-28/doc-ikyakumx6788257.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n\n\n2、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n\n\n3、土耳其里拉结束五连涨 埃尔多安的保证似乎不管用\n\n\n4、困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店\n\n\n5、小摩称投资者过于悲观 认为美股不会大幅回调\n\n\n6、福奇：美国应考虑规定国内旅行需接种新冠疫苗\n\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-28/doc-ikyakumx6788257.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c05f759cf6950cdd364954859273f39b","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-28/doc-ikyakumx6788257.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194100893","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n\n\n2、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n\n\n3、土耳其里拉结束五连涨 埃尔多安的保证似乎不管用\n\n\n4、困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店\n\n\n5、小摩称投资者过于悲观 认为美股不会大幅回调\n\n\n6、福奇：美国应考虑规定国内旅行需接种新冠疫苗\n\n\n拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。\n拜登在与美国一些州长会面之前说，“没有联邦解决方案。这（需要）在州一级得到解决。”\n这些评论代表了拜登政府迄今为止最明确的承认之一，即在遏制 Covid-19 传播的努力中需要州和地方政府的帮助。\n拜登可能担心，如果没有各州的帮助，联邦遏制病毒的举措将无法奏效。这些评论也可能是为了向州长施加更大的压力，要求他们在控制疾病方面发挥更大的作用。\n由于美国全国对病毒的态度和公共安全优先事项的不同，州长们对拜登政府的努力的反应喜忧参半。\n\n冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n圣诞节周末打乱美国人出行计划的航班取消问题延续到周一，在航空公司本就因新冠肺炎病例激增而人手不足的情况下，冬季风暴更是令他们雪上加霜。\nFlightAware.com的数据显示，在周末期间超过2800个航班被取消后，截至纽约时间下午1点，周一又有超过1000个美国航班被取消。情况最严重的航司之一是阿拉斯加航空，因其在西雅图-塔科马国际机场的主要基地受到降雪和罕见低温的影响。\nOmicron导致的新一轮疫情仍然是个问题，令航空股承压。联合航空表示，由于跟omicron相关的人手问题，该公司周一取消了约2.9%的原定航班。航空公司采取了各种措施来防止机组人员感染，例如联合航空要求全员接种疫苗，达美航空对未接种疫苗的员工每月收取一笔附加费。各大航空公司都表示，他们大多数员工已经接种了疫苗。\n\n土耳其里拉结束五连涨 埃尔多安的保证似乎不管用\n土耳其里拉连续五天的上涨行情，虽然当局在一周前出台旨在遏制里拉下跌措施并信誓旦旦说里拉走势坚挺，但投资者并不买账。\n伊斯坦布尔时间下午6：37，里拉兑美元下跌7.2%至1美元兑11.4665里拉，稍早一度跌至11.5831里拉。今年以来，里拉贬值幅度超过35%，是2021年跌幅最大的新兴市场货币。\n上周五，土耳其总统埃尔多安表示，在采取多项措施支持里拉，包括推出新工具来保护里拉存款持有人后，里拉币值将“逐步”稳定。央行的数据也表明，当局一直在干预外汇市场，里拉上周上涨54%，扭转了前周下跌15%的势头。\n汇丰控股驻伊斯坦布尔首席经济学家Ibrahim Aksoy在给投资者的报告中称，“如果央行对外币可能的抛盘减少，美元兑里拉汇率可能会再次上行”。\n\n困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店\n美国几家大型零售商宣布关闭多个城市的门店，理由有很多，从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。\n多家零售商开始转向电子商务以提高利润。\nCVS Health 在 11 月宣布，它计划关闭其近 10000 家门店中的约 9%，并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店，以降低成本并提高利润。 CVS特别指出，大多数客户转向数字偏好促使公司重新考虑其实体存在。\nCVS Health 总裁兼首席执行官 Karen Lynch 表示：“我们仍然专注于我们在全国数千个社区的业务所提供的竞争优势，这与我们迅速扩大的数字业务相辅相成。”\n\n小摩称投资者过于悲观 认为美股不会大幅回调\n摩根大通策略师表示，没有理由担心使今年美国股市迭创新高的涨势将很快结束。事实上，更多的投资者可能很快就会加入。\n“鉴于投资者仓位已经很低、回购股份创历史新高、有限的系统性风险以及正向的1月份季节性因素，目前并不具备大规模抛售股票的条件，”由Dubravko Lakos-Bujas带领的策略师在给客户的研究报告中写道。“投资者的仓位过于悲观，市场对鹰派美联储和omicron发展的悲观看法已经过头。”\n虽然标准普尔500指数上周再创历史新高，但涨势愈来愈由少数大型公司推动，这让人想起世纪之交的科技股泡沫。在疫情引发衰退之后的经济反弹现在已自顶峰回落之际，一些基金经理警告说，随着央行和政府逐步减少刺激措施以抑制飙升的通胀，周期的下一阶段是进入修正。\n\n福奇：美国应考虑规定国内旅行需接种新冠疫苗\n美国部分州的新冠病例在omicron变异推动下创新高且各地假日旅行继续受阻之际，该国总统乔·拜登的医疗顾问表示，政府应该考虑规定国内旅行需要接种疫苗。\n安东尼·福奇周一表示，考虑要求人们在乘坐国内航班前接种新冠疫苗是合理的。他后来在接受采访时还表示，民众应该考虑避免在新年前夜举行更大规模的聚会。\n“将疫苗当成一项规定时，更多人就会多个接种的动机，” 福奇说，“要是想在国内航班这样实施，我认为这是应该认真考虑的事情。”\n拜登周一表示，在每周一次的电话会议上，州长们向福奇询问了有关航空旅行的新要求。美国主要航空公司的游说团体Airlines for America说，政府曾暗示这种规定不会在短期内实施。","news_type":1},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696080350,"gmtCreate":1640573883374,"gmtModify":1640573883474,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"很好","listText":"很好","text":"很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696080350","repostId":"2194108885","repostType":2,"repost":{"id":"2194108885","kind":"live","pubTimestamp":1640570061,"share":"https://www.laohu8.com/m/news/2194108885?lang=&edition=full","pubTime":"2021-12-27 09:54","market":"hk","language":"zh","title":"特斯拉Model 3成为11月欧洲最畅销的电动汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=2194108885","media":"美港电讯","summary":"特斯拉Model 3成为2021年11月欧洲最畅销电动车。根据JATO Dynamics的数据，特斯拉上个月注册了10739辆Model 3。最接近的竞争对手雷诺Zoe注册了8658辆汽车，比Mode","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model 3成为2021年11月欧洲最畅销电动车。根据JATO Dynamics的数据，特斯拉上个月注册了10739辆Model 3。最接近的竞争对手<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>Zoe注册了8658辆汽车，比Model 3落后2000多辆。Dacia Spring以5746辆的销量排名第三。第四名属于特斯拉 Model Y，注册量为5347。该车仅在欧洲销售了整整三个月，主要的注册量将在12月进行。（TechWeb）</p>","source":"live_meigang","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>特斯拉Model 3成为11月欧洲最畅销的电动汽车</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特斯拉Model 3成为11月欧洲最畅销的电动汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 09:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉Model 3成为2021年11月欧洲最畅销电动车。根据JATO Dynamics的数据，特斯拉上个月注册了10739辆Model 3。最接近的竞争对手雷诺Zoe注册了8658辆汽车，比Model 3落后2000多辆。Dacia Spring以5746辆的销量排名第三。第四名属于特斯拉 Model Y，注册量为5347。该车仅在欧洲销售了整整三个月，主要的注册量将在12月进行。（...</p>\n\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1f099f6724852eed80c0925003dfca8","relate_stocks":{"BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4099":"汽车制造商","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","0NQF.UK":"雷诺"},"source_url":"https://www.ushknews.com/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194108885","content_text":"特斯拉Model 3成为2021年11月欧洲最畅销电动车。根据JATO Dynamics的数据，特斯拉上个月注册了10739辆Model 3。最接近的竞争对手雷诺Zoe注册了8658辆汽车，比Model 3落后2000多辆。Dacia Spring以5746辆的销量排名第三。第四名属于特斯拉 Model Y，注册量为5347。该车仅在欧洲销售了整整三个月，主要的注册量将在12月进行。（TechWeb）","news_type":1},"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693958703,"gmtCreate":1639963781031,"gmtModify":1639963781031,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693958703","repostId":"2192901549","repostType":2,"repost":{"id":"2192901549","kind":"news","pubTimestamp":1639949716,"share":"https://www.laohu8.com/m/news/2192901549?lang=&edition=full","pubTime":"2021-12-20 05:35","market":"us","language":"zh","title":"外媒头条：拜登1.75万亿经济支出计划或被推迟审议","url":"https://stock-news.laohu8.com/highlight/detail?id=2192901549","media":"新浪美股","summary":"曼钦投下反对票后，也意味着拜登这项法案大概率将被迫延至明年1月再审议。曼钦称，照现在这样，他是不会支持拜登2万亿美元经济议程的，并表示民主党人在谈判中并未对立法进行任何实际修改。伦敦市宣布进入“重大事件”紧急状态，以协助医院应对奥密克戎毒株的迅速蔓延。在接下来的几周内，CCI 将审查苹果对这些指控的回应，并可能下令进行更广泛调查。据知情人士透露此次交易的金额为 1 亿美元。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议</b>\n</blockquote>\n<blockquote>\n <b>2、英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分</b>\n</blockquote>\n<blockquote>\n <b>4、航空业低迷 <a href=\"https://laohu8.com/S/BA\">波音</a>以1亿美元出售其商用飞机总部</b>\n</blockquote>\n<blockquote>\n <b>5、法国央行预计消失很多年的通胀趋势将“复兴”</b>\n</blockquote>\n<blockquote>\n <b>6、欧洲电力价格因寒流或上涨至创纪录水平</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a08fbcc8a7aefd75b5ea537e9b38c950\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p><b>曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议</b></p>\n<p>美国民主党参议员曼钦明确表示，反对拜登提出的1.75万亿美元“重建美<a href=\"https://laohu8.com/S/TAL\">好未来</a>法案”。</p>\n<p>由于民主党和共和党目前各自掌握参议院的50个席位，在目前没有任何一名共和党参议员支持的情况下，曼钦这一票将能关系到议案能否获得通过。</p>\n<p>曼钦投下反对票后，也意味着拜登这项法案大概率将被迫延至明年1月再审议。该计划的推迟将产生广泛的影响，甚至会影响到明年的中期选举。</p>\n<p>曼钦称，照现在这样，他是不会支持拜登2万亿美元经济议程的，并表示民主党人在谈判中并未对立法进行任何实际修改。</p>\n<p><img src=\"https://static.tigerbbs.com/448795697a75c4cf3d83f1b764a061e1\" tg-width=\"720\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p><b>英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助</b></p>\n<p>据英国《每日电讯报》报道，英国财政大臣苏纳克正在考虑为酒店业和旅游业提供新的刺激措施，以应对由于政府建议减少社交活动而导致的业务下滑。</p>\n<p>到目前为止，英国是欧洲地区奥密克戎疫情最严重的国家。12月18号，英国当局通报，其奥密克戎确认病例已达24968例，较24小时前增加超1万例。伦敦市宣布进入“重大事件”紧急状态，以协助医院应对奥密克戎毒株的迅速蔓延。</p>\n<p>英格兰首席医疗官克里斯·惠蒂日前也警告，英国正面临“相互叠加的”打击，即德尔塔毒株感染病例保持高位的同时，奥密克戎毒株感染病例迅速增长，未来几周可能会不断出现创纪录的疫情数字。</p>\n<p><img src=\"https://static.tigerbbs.com/664e1aa10f1bc96288f58dec4f3ace44\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p><b>苹果寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分</b></p>\n<p>苹果公司已要求印度反垄断监管机构驳回一起指控其滥用市场支配力的案件，辩称在<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>占主导地位的印度市场份额太小。</p>\n<p>此前印度竞争委员会 （CCI） 开始审查有关苹果通过强迫应用程序开发人员使用其专有系统并对其应用程序内购买收取高达30%的佣金从而损害公平竞争。</p>\n<p>苹果在向 CCI 提交的文件中否认了这些指控，并强调其在印度的市场份额“微不足道”“在印度市场并不占主导地位”。苹果反驳称，整个智能手机市场——包括 Android 等可授权系统——反而是应该考虑是否存在垄断的市场。</p>\n<p>在接下来的几周内，CCI 将审查苹果对这些指控的回应，并可能下令进行更广泛调查。</p>\n<p><img src=\"https://static.tigerbbs.com/1890ea724d25f0a549efa4cabb3030c8\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p><b>航空业低迷 波音以1亿美元出售其商用飞机总部</b></p>\n<p>波音公司已完成其位于西雅图郊区的商用飞机总部园区的出售。</p>\n<p>据媒体报道，买方是位于西雅图的私募股权房地产投资公司的子公司 Unico Properties。据知情人士透露此次交易的金额为 1 亿美元。</p>\n<p>Unico 表示，购买该地块是因为它靠近通勤铁路、Southcenter 购物中心和西雅图-塔科马国际机场，可以认为此次交易是作为“以交通为导向的投资”。</p>\n<p>这是波音在新冠肺炎大流行导致的航空业低迷期间为削减成本而进行的一系列房地产撤资中的最新一次。</p>\n<p>除了总部大楼外，该地点还包括另一座大楼，该大楼曾经是波音公司最先进的培训设施和全飞行模拟器的所在地。</p>\n<p><img src=\"https://static.tigerbbs.com/46f214aea7be1a221a68c6c2ddb19d05\" tg-width=\"720\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n<p><b>法国央行预计消失很多年的通胀趋势将“复兴”</b></p>\n<p>法国经济将以非常接近2%的趋势通胀摆脱新冠疫情，而此前，货币当局在全球金融危机以来的十多年中一直未能实现这个目标。</p>\n<p>根据法国央行的最新预测，随着能源价格飙升的影响明年减弱，2023年和2024年的CPI涨幅将稳定在1.5%左右。扣除能源和食品，这个欧元区第二大经济体那两年的核心通胀率将为1.7%，而疫情爆发前的7年在0.7%左右。</p>\n<p>“2023年和2024年的回归正常状态不是重返2013年至2019年的局面，那时候通胀水平太弱，”法国央行行长Francois Villeroy de Galhau在接受采访时表示。</p>\n<p>“相反，我们可能回到更平衡通胀格局，就像2008年金融危机之前一样，欧元区平均通胀率约为2%。”</p>\n<p><img src=\"https://static.tigerbbs.com/e9ba4001e34e963fecd5c406f92d921a\" tg-width=\"720\" tg-height=\"475\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧洲电力价格因寒流或上涨至创纪录水平</b></p>\n<p>欧洲每日电价飙升，因为周一气温偏低，这将提振需求，而法国则停止了更多核反应堆。</p>\n<p>天气变冷、风力减弱和核电中断，再加上非常昂贵的天然气价格，西班牙的每日电价跃升至创纪录水平，而法国电价则升至 2009 年罕见的价格高峰以来的最高水平。由于俄罗斯的供应受阻，价格比年初高出七倍，贸易商正准备迎接即将到来的最寒冷冬季的更高价格。</p>\n<p>据数据模型分析推算，周一大部分时间德国的风电输出低于 5000 兆瓦，而 11 月 30 日创下的记录为 47130 兆瓦。目前欧洲大部分地区的低风速将增加对昂贵天然气和煤炭的依赖。</p>\n<p><a href=\"https://laohu8.com/S/0HBA.UK\">法国电力公司</a>周日中午停止了 Chooz-1 核反应堆，直到 1 月 23 日，这是法国四个最大的反应堆因安全问题延长停工期的一部分，这将阻碍一年中最关键月份的可用容量。</p>","source":"sina_symbol","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>外媒头条：拜登1.75万亿经济支出计划或被推迟审议</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：拜登1.75万亿经济支出计划或被推迟审议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 05:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-20/doc-ikyamrmz0015518.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议\n\n\n2、英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助\n\n\n3、苹果寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分\n\n\n4、航空业低迷 波音以1亿美元出售其商用飞机总部\n\n\n5、法国央行预计消失很多年的通胀趋势将“复兴”\n\n\n6、欧洲电力价格因寒流或上涨至创纪录水平...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-20/doc-ikyamrmz0015518.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/448795697a75c4cf3d83f1b764a061e1","relate_stocks":{"BK4505":"高瓴资本持仓","BK4501":"段永平概念","BK4507":"流媒体概念","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","BK4566":"资本集团","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4559":"巴菲特持仓",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4527":"明星科技股"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-20/doc-ikyamrmz0015518.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192901549","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议\n\n\n2、英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助\n\n\n3、苹果寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分\n\n\n4、航空业低迷 波音以1亿美元出售其商用飞机总部\n\n\n5、法国央行预计消失很多年的通胀趋势将“复兴”\n\n\n6、欧洲电力价格因寒流或上涨至创纪录水平\n\n\n曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议\n美国民主党参议员曼钦明确表示，反对拜登提出的1.75万亿美元“重建美好未来法案”。\n由于民主党和共和党目前各自掌握参议院的50个席位，在目前没有任何一名共和党参议员支持的情况下，曼钦这一票将能关系到议案能否获得通过。\n曼钦投下反对票后，也意味着拜登这项法案大概率将被迫延至明年1月再审议。该计划的推迟将产生广泛的影响，甚至会影响到明年的中期选举。\n曼钦称，照现在这样，他是不会支持拜登2万亿美元经济议程的，并表示民主党人在谈判中并未对立法进行任何实际修改。\n\n英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助\n据英国《每日电讯报》报道，英国财政大臣苏纳克正在考虑为酒店业和旅游业提供新的刺激措施，以应对由于政府建议减少社交活动而导致的业务下滑。\n到目前为止，英国是欧洲地区奥密克戎疫情最严重的国家。12月18号，英国当局通报，其奥密克戎确认病例已达24968例，较24小时前增加超1万例。伦敦市宣布进入“重大事件”紧急状态，以协助医院应对奥密克戎毒株的迅速蔓延。\n英格兰首席医疗官克里斯·惠蒂日前也警告，英国正面临“相互叠加的”打击，即德尔塔毒株感染病例保持高位的同时，奥密克戎毒株感染病例迅速增长，未来几周可能会不断出现创纪录的疫情数字。\n\n苹果寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分\n苹果公司已要求印度反垄断监管机构驳回一起指控其滥用市场支配力的案件，辩称在谷歌占主导地位的印度市场份额太小。\n此前印度竞争委员会 （CCI） 开始审查有关苹果通过强迫应用程序开发人员使用其专有系统并对其应用程序内购买收取高达30%的佣金从而损害公平竞争。\n苹果在向 CCI 提交的文件中否认了这些指控，并强调其在印度的市场份额“微不足道”“在印度市场并不占主导地位”。苹果反驳称，整个智能手机市场——包括 Android 等可授权系统——反而是应该考虑是否存在垄断的市场。\n在接下来的几周内，CCI 将审查苹果对这些指控的回应，并可能下令进行更广泛调查。\n\n航空业低迷 波音以1亿美元出售其商用飞机总部\n波音公司已完成其位于西雅图郊区的商用飞机总部园区的出售。\n据媒体报道，买方是位于西雅图的私募股权房地产投资公司的子公司 Unico Properties。据知情人士透露此次交易的金额为 1 亿美元。\nUnico 表示，购买该地块是因为它靠近通勤铁路、Southcenter 购物中心和西雅图-塔科马国际机场，可以认为此次交易是作为“以交通为导向的投资”。\n这是波音在新冠肺炎大流行导致的航空业低迷期间为削减成本而进行的一系列房地产撤资中的最新一次。\n除了总部大楼外，该地点还包括另一座大楼，该大楼曾经是波音公司最先进的培训设施和全飞行模拟器的所在地。\n\n法国央行预计消失很多年的通胀趋势将“复兴”\n法国经济将以非常接近2%的趋势通胀摆脱新冠疫情，而此前，货币当局在全球金融危机以来的十多年中一直未能实现这个目标。\n根据法国央行的最新预测，随着能源价格飙升的影响明年减弱，2023年和2024年的CPI涨幅将稳定在1.5%左右。扣除能源和食品，这个欧元区第二大经济体那两年的核心通胀率将为1.7%，而疫情爆发前的7年在0.7%左右。\n“2023年和2024年的回归正常状态不是重返2013年至2019年的局面，那时候通胀水平太弱，”法国央行行长Francois Villeroy de Galhau在接受采访时表示。\n“相反，我们可能回到更平衡通胀格局，就像2008年金融危机之前一样，欧元区平均通胀率约为2%。”\n\n欧洲电力价格因寒流或上涨至创纪录水平\n欧洲每日电价飙升，因为周一气温偏低，这将提振需求，而法国则停止了更多核反应堆。\n天气变冷、风力减弱和核电中断，再加上非常昂贵的天然气价格，西班牙的每日电价跃升至创纪录水平，而法国电价则升至 2009 年罕见的价格高峰以来的最高水平。由于俄罗斯的供应受阻，价格比年初高出七倍，贸易商正准备迎接即将到来的最寒冷冬季的更高价格。\n据数据模型分析推算，周一大部分时间德国的风电输出低于 5000 兆瓦，而 11 月 30 日创下的记录为 47130 兆瓦。目前欧洲大部分地区的低风速将增加对昂贵天然气和煤炭的依赖。\n法国电力公司周日中午停止了 Chooz-1 核反应堆，直到 1 月 23 日，这是法国四个最大的反应堆因安全问题延长停工期的一部分，这将阻碍一年中最关键月份的可用容量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606438908,"gmtCreate":1638918538552,"gmtModify":1638918538552,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606438908","repostId":"2189674656","repostType":2,"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601766145,"gmtCreate":1638572384878,"gmtModify":1638572384878,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601766145","repostId":"1193320453","repostType":4,"repost":{"id":"1193320453","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638544026,"share":"https://www.laohu8.com/m/news/1193320453?lang=&edition=full","pubTime":"2021-12-03 23:07","market":"us","language":"zh","title":"【异动】美股新能源车板块跌幅扩大，蔚来跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193320453","media":"老虎资讯综合","summary":"12月3日讯，美股新能源车板块跌幅扩大，蔚来跌超10%，小鹏、Rivian、FFIE跌超8%，理想跌近8%，特斯拉跌超3%。","content":"<p>12月3日讯，美股新能源车板块跌幅扩大，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超10%，<a href=\"https://laohu8.com/S/XPEV\">小鹏</a>、<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>、<a href=\"https://laohu8.com/S/FFIE\">FFIE</a>跌超8%，<a href=\"https://laohu8.com/S/LI\">理想</a>跌近8%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/e14c6c5fe0370aedcad754afdf4876ef\" tg-width=\"878\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】美股新能源车板块跌幅扩大，蔚来跌超10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】美股新能源车板块跌幅扩大，蔚来跌超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-03 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月3日讯，美股新能源车板块跌幅扩大，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超10%，<a href=\"https://laohu8.com/S/XPEV\">小鹏</a>、<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>、<a href=\"https://laohu8.com/S/FFIE\">FFIE</a>跌超8%，<a href=\"https://laohu8.com/S/LI\">理想</a>跌近8%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/e14c6c5fe0370aedcad754afdf4876ef\" tg-width=\"878\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/516cbe31098a2a42f16da93a5544fbb1","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","BK4099":"汽车制造商","BK4532":"文艺复兴科技持仓","BK4509":"腾讯概念","BK4548":"巴美列捷福持仓","RIVN":"Rivian Automotive, Inc.","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4526":"热门中概股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193320453","content_text":"12月3日讯，美股新能源车板块跌幅扩大，蔚来跌超10%，小鹏、Rivian、FFIE跌超8%，理想跌近8%，特斯拉跌超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601149724,"gmtCreate":1638501227342,"gmtModify":1638501227342,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"Well","listText":"Well","text":"Well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601149724","repostId":"1101718289","repostType":4,"repost":{"id":"1101718289","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638499625,"share":"https://www.laohu8.com/m/news/1101718289?lang=&edition=full","pubTime":"2021-12-03 10:47","market":"us","language":"zh","title":"马斯克昨日卖出逾93万股特斯拉股票，总价值10.1亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1101718289","media":"老虎资讯综合","summary":"12月3日，据美国证交会文件：特斯拉CEO马斯克于12月2日出售了934,091股股票，总价值10.1亿美元；同时以6.24美元的价格行使2,133,441份期权。\n马斯克自11月8日以来累计出售约1","content":"<p>12月3日，据美国证交会文件：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克于12月2日出售了934,091股股票，总价值10.1亿美元；同时以6.24美元的价格行使2,133,441份期权。</p>\n<p>马斯克自11月8日以来累计出售约10,098,239股特斯拉股票，占其此前承诺股份数的59.22%。</p>\n<p><img src=\"https://static.tigerbbs.com/8d0a720b33d56b78611b29aba86b99a6\" tg-width=\"1920\" tg-height=\"842\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/de4492f957011525092ad19939f6691c\" tg-width=\"1866\" tg-height=\"196\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克昨日卖出逾93万股特斯拉股票，总价值10.1亿美元</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马斯克昨日卖出逾93万股特斯拉股票，总价值10.1亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-03 10:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月3日，据美国证交会文件：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克于12月2日出售了934,091股股票，总价值10.1亿美元；同时以6.24美元的价格行使2,133,441份期权。</p>\n<p>马斯克自11月8日以来累计出售约10,098,239股特斯拉股票，占其此前承诺股份数的59.22%。</p>\n<p><img src=\"https://static.tigerbbs.com/8d0a720b33d56b78611b29aba86b99a6\" tg-width=\"1920\" tg-height=\"842\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/de4492f957011525092ad19939f6691c\" tg-width=\"1866\" tg-height=\"196\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a54942b02db4e584de862ea105db3e03","relate_stocks":{"BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4099":"汽车制造商"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101718289","content_text":"12月3日，据美国证交会文件：特斯拉CEO马斯克于12月2日出售了934,091股股票，总价值10.1亿美元；同时以6.24美元的价格行使2,133,441份期权。\n马斯克自11月8日以来累计出售约10,098,239股特斯拉股票，占其此前承诺股份数的59.22%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609571111,"gmtCreate":1638314461233,"gmtModify":1638314461233,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609571111","repostId":"1134305042","repostType":4,"repost":{"id":"1134305042","kind":"news","pubTimestamp":1638286550,"share":"https://www.laohu8.com/m/news/1134305042?lang=&edition=full","pubTime":"2021-11-30 23:35","market":"us","language":"zh","title":"鲍威尔：关于通胀，该放弃“暂时”这个词了","url":"https://stock-news.laohu8.com/highlight/detail?id=1134305042","media":"华尔街见闻","summary":"美国三大股指跌超1%，银行板块跌1.5%。鲍威尔称，可以考虑提前几个月结束Taper。11月30日周二，美联储主席鲍威尔与美国财长耶伦一同出席美国国会参议院银行委员会的季度听证，就顽固高通胀、奥密克戎新变种病毒对经济的影响、美国债务上限等关键议题发表观点，两人明日还将参加国会众议院金融服务委员会的听证。在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。","content":"<blockquote>\n 在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记。\n</blockquote>\n<blockquote>\n 美国三大股指跌超1%，银行板块跌1.5%。鲍威尔称，可以考虑提前几个月结束Taper（减码QE）。\n</blockquote>\n<p>11月30日周二，美联储主席鲍威尔与美国财长耶伦一同出席美国国会参议院银行委员会的季度听证，就顽固高通胀、奥密克戎新变种病毒对经济的影响、美国债务上限等关键议题发表观点，两人明日还将参加国会众议院金融服务委员会的听证。</p>\n<p>在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。</p>\n<p>他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记，美股跌幅又短线小幅收窄。</p>\n<p>在听证会初期，美国30年期国债收益率跌破1.8%。彭博美元指数跌0.7%，创11月19日以来新低。现货黄金日内涨幅达1.0%，报1803.07美元/盎司。美国11月谘商会消费者信心指数降至109.5，创最近九个月新低，受到通胀加速上行和新冠病例增加的冲击。</p>\n<p>在隔夜发布的书面证词中，鲍威尔首次公开提及新病毒变种，称会增加经济下行风险和通胀不确定性，人们外出工作的意愿或进一步降低，这将减缓劳动力市场的进展，并加剧供应链混乱。</p>\n<p>他还对通货膨胀发表了更直接的评论，即预测供应限制的持续性和影响具有挑战性，但现在看来，“推动通胀上升的因素将持续到明年”。不过，他仍强调随着供需失衡的缓解，包括美联储在内的大多数预测者都持续预期通胀将在明年“大幅下降”，劳动力闲置现象也在减少。</p>\n<p>在肯定美国经济继续走强、劳动力市场持续改善的基础上，鲍威尔承诺，美联储“致力于实现价格稳定目标”，将利用工具来支持经济和劳动力市场，并“防止更高的通胀变得根深蒂固”。</p>\n<p>他还承认，在与加息门槛有关的“实现就业和劳动力市场参与率这两项指标最大化方面”，仍有不小的进步空间，尽管新病毒变种压境，“美联储预计上述的最大化进程将继续取得进展”。</p>\n<p>分析认为，<b>奥密克戎新变种病毒出现在美国通胀数月高出美联储官方目标两倍多的时点，将为央行货币政策收紧路径再添变数</b>。</p>\n<p>原本官员们将在12月14日至15日的FOMC会议上讨论是否加速缩减购债，这样可以尽早结束QE量宽净购债的“放水”政策，为明年上半年就提前加息留出空间。高盛曾认为，taper加速“存在重大风险”，富国银行随后称，新变种病毒可能令12月会议上加速taper的计划复杂化。</p>\n<p>瑞银在最新研报中指出，新变异毒株突然来袭，供应链问题推动通胀上升的因素将持续存在，通胀上行风险加剧，或从“暂时性”转变为“长期性”：</p>\n<blockquote>\n 新一轮病毒扩散将对经济复苏产生损害，最初的经济、就业人数增长可能会下降，并且供应链问题将加剧，通胀压力也会比此前预期加大。 \n <b>美联储最初的反应将偏鸽派，随着通胀上升，在经济进一步复苏时，可能会加息。</b>\n</blockquote>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>鲍威尔：关于通胀，该放弃“暂时”这个词了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n鲍威尔：关于通胀，该放弃“暂时”这个词了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 23:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3646201><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记。\n\n\n 美国三大股指跌超1%，银行板块跌1.5%。鲍威尔称，可以考虑提前几个月结束Taper（减码QE）。\n\n11月30日周二，美联储主席鲍威尔与美国...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3646201\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3646201","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1134305042","content_text":"在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记。\n\n\n 美国三大股指跌超1%，银行板块跌1.5%。鲍威尔称，可以考虑提前几个月结束Taper（减码QE）。\n\n11月30日周二，美联储主席鲍威尔与美国财长耶伦一同出席美国国会参议院银行委员会的季度听证，就顽固高通胀、奥密克戎新变种病毒对经济的影响、美国债务上限等关键议题发表观点，两人明日还将参加国会众议院金融服务委员会的听证。\n在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。\n他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记，美股跌幅又短线小幅收窄。\n在听证会初期，美国30年期国债收益率跌破1.8%。彭博美元指数跌0.7%，创11月19日以来新低。现货黄金日内涨幅达1.0%，报1803.07美元/盎司。美国11月谘商会消费者信心指数降至109.5，创最近九个月新低，受到通胀加速上行和新冠病例增加的冲击。\n在隔夜发布的书面证词中，鲍威尔首次公开提及新病毒变种，称会增加经济下行风险和通胀不确定性，人们外出工作的意愿或进一步降低，这将减缓劳动力市场的进展，并加剧供应链混乱。\n他还对通货膨胀发表了更直接的评论，即预测供应限制的持续性和影响具有挑战性，但现在看来，“推动通胀上升的因素将持续到明年”。不过，他仍强调随着供需失衡的缓解，包括美联储在内的大多数预测者都持续预期通胀将在明年“大幅下降”，劳动力闲置现象也在减少。\n在肯定美国经济继续走强、劳动力市场持续改善的基础上，鲍威尔承诺，美联储“致力于实现价格稳定目标”，将利用工具来支持经济和劳动力市场，并“防止更高的通胀变得根深蒂固”。\n他还承认，在与加息门槛有关的“实现就业和劳动力市场参与率这两项指标最大化方面”，仍有不小的进步空间，尽管新病毒变种压境，“美联储预计上述的最大化进程将继续取得进展”。\n分析认为，奥密克戎新变种病毒出现在美国通胀数月高出美联储官方目标两倍多的时点，将为央行货币政策收紧路径再添变数。\n原本官员们将在12月14日至15日的FOMC会议上讨论是否加速缩减购债，这样可以尽早结束QE量宽净购债的“放水”政策，为明年上半年就提前加息留出空间。高盛曾认为，taper加速“存在重大风险”，富国银行随后称，新变种病毒可能令12月会议上加速taper的计划复杂化。\n瑞银在最新研报中指出，新变异毒株突然来袭，供应链问题推动通胀上升的因素将持续存在，通胀上行风险加剧，或从“暂时性”转变为“长期性”：\n\n 新一轮病毒扩散将对经济复苏产生损害，最初的经济、就业人数增长可能会下降，并且供应链问题将加剧，通胀压力也会比此前预期加大。 \n 美联储最初的反应将偏鸽派，随着通胀上升，在经济进一步复苏时，可能会加息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609055510,"gmtCreate":1638227205855,"gmtModify":1638227206074,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"Well","listText":"Well","text":"Well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609055510","repostId":"1162995780","repostType":2,"repost":{"id":"1162995780","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1638184705,"share":"https://www.laohu8.com/m/news/1162995780?lang=&edition=full","pubTime":"2021-11-29 19:18","market":"us","language":"en","title":"Goldman Sachs Removes Alibaba From Conviction List; Still Keeps 'Buy' With 61% Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1162995780","media":"Benzinga","summary":"Goldman Sachs analyst Piyush Mubayi is removing Alibaba Group Holding Ltd from his firm's Conviction","content":"<p><b>Goldman Sachs</b>&nbsp;analyst Piyush Mubayi is removing&nbsp;<b>Alibaba Group Holding Ltd</b>&nbsp;from his firm's Conviction List but&nbsp;keeping a Buy rating&nbsp;on the shares with a price target of $215, down from $252, implying a 61.2% upside.</p>\n<ul>\n <li>Alibaba has been increasing its investments on both defensive-offensive strategies amid slowing retail spending and budding competition to acquire new users, build multiple traffic sources, and in the shorter term, raise merchant subsidies to retain merchants.</li>\n <li>Mubayi expects revenue growth to decelerate to 13%/16% in Q3/Q4.</li>\n <li>The analyst also expects the aggressive buybacks to continue and the investment portfolio to be revisited.</li>\n <li>Mubayi believes the negatives have been priced.</li>\n <li>Mubayi is constructive on Alibaba on its extreme valuation.</li>\n <li><b>Price Action:</b>&nbsp;BABA shares traded higher by 0.16% at $133.57 in the premarket session on the last check Monday.</li>\n</ul>","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>Goldman Sachs Removes Alibaba From Conviction List; Still Keeps 'Buy' With 61% Upside</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\">\nGoldman Sachs Removes Alibaba From Conviction List; Still Keeps 'Buy' With 61% Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-11-29 19:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Goldman Sachs</b>&nbsp;analyst Piyush Mubayi is removing&nbsp;<b>Alibaba Group Holding Ltd</b>&nbsp;from his firm's Conviction List but&nbsp;keeping a Buy rating&nbsp;on the shares with a price target of $215, down from $252, implying a 61.2% upside.</p>\n<ul>\n <li>Alibaba has been increasing its investments on both defensive-offensive strategies amid slowing retail spending and budding competition to acquire new users, build multiple traffic sources, and in the shorter term, raise merchant subsidies to retain merchants.</li>\n <li>Mubayi expects revenue growth to decelerate to 13%/16% in Q3/Q4.</li>\n <li>The analyst also expects the aggressive buybacks to continue and the investment portfolio to be revisited.</li>\n <li>Mubayi believes the negatives have been priced.</li>\n <li>Mubayi is constructive on Alibaba on its extreme valuation.</li>\n <li><b>Price Action:</b>&nbsp;BABA shares traded higher by 0.16% at $133.57 in the premarket session on the last check Monday.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162995780","content_text":"Goldman Sachs analyst Piyush Mubayi is removing Alibaba Group Holding Ltd from his firm's Conviction List but keeping a Buy rating on the shares with a price target of $215, down from $252, implying a 61.2% upside.\n\nAlibaba has been increasing its investments on both defensive-offensive strategies amid slowing retail spending and budding competition to acquire new users, build multiple traffic sources, and in the shorter term, raise merchant subsidies to retain merchants.\nMubayi expects revenue growth to decelerate to 13%/16% in Q3/Q4.\nThe analyst also expects the aggressive buybacks to continue and the investment portfolio to be revisited.\nMubayi believes the negatives have been priced.\nMubayi is constructive on Alibaba on its extreme valuation.\nPrice Action: BABA shares traded higher by 0.16% at $133.57 in the premarket session on the last check Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600211438,"gmtCreate":1638156113637,"gmtModify":1638156113637,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600211438","repostId":"1105411318","repostType":2,"repost":{"id":"1105411318","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638148892,"share":"https://www.laohu8.com/m/news/1105411318?lang=&edition=full","pubTime":"2021-11-29 09:21","market":"us","language":"zh","title":"开盘：恒指低开0.71%，美团绩后跌近9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105411318","media":"老虎资讯综合","summary":"11月29日讯，新毒株来袭，港股三大指数集体低开，恒指跌0.71%报23910点，国指跌0.2%报8558点，恒生科技指数跌0.87%报6098点。\n盘面上，受疫情影响的濠赌股、航空股、石油股、餐饮股","content":"<p>11月29日讯，新毒株来袭，港股三大指数集体低开，恒指跌0.71%报23910点，国指跌0.2%报8558点，恒生科技指数跌0.87%报6098点。</p>\n<p><img src=\"https://static.tigerbbs.com/22387e440f6dea7947bac1d3cbdfb397\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上，受疫情影响的濠赌股、航空股、石油股、餐饮股集体下挫，<a href=\"https://laohu8.com/S/01128\">永利澳门</a>大跌超10%，<a href=\"https://laohu8.com/S/01876\">百威亚太</a>、<a href=\"https://laohu8.com/S/601111\">中国国航</a>等均有跌幅；手机概念股、光伏股、保险股、汽车股、电力股、煤炭股齐跌；大型科技股涨跌各异，美团大跌近9%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌0.3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨3%。另一方面，抗疫概念股逆势高开，<a href=\"https://laohu8.com/S/688185\">康希诺</a>生物涨超9%，开拓药业、<a href=\"https://laohu8.com/S/600196\">复星医药</a>皆上涨，烟草概念股、海运股走强。</p>\n<p>多重利空叠加，<a href=\"https://laohu8.com/S/01128\">永利澳门</a>跌超10%。美团低开近9%。此前财报显示，季度亏损创2018年以来最大。新毒株出现以及周焯华被批捕等多重利空叠加，港股濠赌股开盘集体重挫。永利澳门跌超10%，<a href=\"https://laohu8.com/S/00027\">银河娱乐</a>、金沙中国和<a href=\"https://laohu8.com/S/00880\">澳博控股</a>跌超7%，<a href=\"https://laohu8.com/S/00200\">新濠国际发展</a>和<a href=\"https://laohu8.com/S/02282\">美高梅中国</a>跌超6%。非洲、欧洲多国发现最新的“奥密克戎毒株”确诊或疑似病例，香港也确认两例。专家称，奥密克戎病毒的威力很可能比现有的Delta病毒更可怕。另外，澳门赌场集团太阳城实际控制人、人称“洗米华”的周焯华因涉嫌在中国境内实施开设赌场犯罪行为，近期已被温州市检察院批准逮捕。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘：恒指低开0.71%，美团绩后跌近9%</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘：恒指低开0.71%，美团绩后跌近9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-29 09:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月29日讯，新毒株来袭，港股三大指数集体低开，恒指跌0.71%报23910点，国指跌0.2%报8558点，恒生科技指数跌0.87%报6098点。</p>\n<p><img src=\"https://static.tigerbbs.com/22387e440f6dea7947bac1d3cbdfb397\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上，受疫情影响的濠赌股、航空股、石油股、餐饮股集体下挫，<a href=\"https://laohu8.com/S/01128\">永利澳门</a>大跌超10%，<a href=\"https://laohu8.com/S/01876\">百威亚太</a>、<a href=\"https://laohu8.com/S/601111\">中国国航</a>等均有跌幅；手机概念股、光伏股、保险股、汽车股、电力股、煤炭股齐跌；大型科技股涨跌各异，美团大跌近9%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌0.3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨3%。另一方面，抗疫概念股逆势高开，<a href=\"https://laohu8.com/S/688185\">康希诺</a>生物涨超9%，开拓药业、<a href=\"https://laohu8.com/S/600196\">复星医药</a>皆上涨，烟草概念股、海运股走强。</p>\n<p>多重利空叠加，<a href=\"https://laohu8.com/S/01128\">永利澳门</a>跌超10%。美团低开近9%。此前财报显示，季度亏损创2018年以来最大。新毒株出现以及周焯华被批捕等多重利空叠加，港股濠赌股开盘集体重挫。永利澳门跌超10%，<a href=\"https://laohu8.com/S/00027\">银河娱乐</a>、金沙中国和<a href=\"https://laohu8.com/S/00880\">澳博控股</a>跌超7%，<a href=\"https://laohu8.com/S/00200\">新濠国际发展</a>和<a href=\"https://laohu8.com/S/02282\">美高梅中国</a>跌超6%。非洲、欧洲多国发现最新的“奥密克戎毒株”确诊或疑似病例，香港也确认两例。专家称，奥密克戎病毒的威力很可能比现有的Delta病毒更可怕。另外，澳门赌场集团太阳城实际控制人、人称“洗米华”的周焯华因涉嫌在中国境内实施开设赌场犯罪行为，近期已被温州市检察院批准逮捕。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"513600":"恒生指数ETF","03690":"美团-W","HSI":"恒生指数","BK1583":"高瓴概念","BK1575":"同股不同权","BK1604":"节假日概念","02833":"恒指ETF","BK1591":"就地过年概念","BK1142":"互联网与直销零售","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105411318","content_text":"11月29日讯，新毒株来袭，港股三大指数集体低开，恒指跌0.71%报23910点，国指跌0.2%报8558点，恒生科技指数跌0.87%报6098点。\n盘面上，受疫情影响的濠赌股、航空股、石油股、餐饮股集体下挫，永利澳门大跌超10%，百威亚太、中国国航等均有跌幅；手机概念股、光伏股、保险股、汽车股、电力股、煤炭股齐跌；大型科技股涨跌各异，美团大跌近9%，腾讯跌0.3%，阿里巴巴涨3%。另一方面，抗疫概念股逆势高开，康希诺生物涨超9%，开拓药业、复星医药皆上涨，烟草概念股、海运股走强。\n多重利空叠加，永利澳门跌超10%。美团低开近9%。此前财报显示，季度亏损创2018年以来最大。新毒株出现以及周焯华被批捕等多重利空叠加，港股濠赌股开盘集体重挫。永利澳门跌超10%，银河娱乐、金沙中国和澳博控股跌超7%，新濠国际发展和美高梅中国跌超6%。非洲、欧洲多国发现最新的“奥密克戎毒株”确诊或疑似病例，香港也确认两例。专家称，奥密克戎病毒的威力很可能比现有的Delta病毒更可怕。另外，澳门赌场集团太阳城实际控制人、人称“洗米华”的周焯华因涉嫌在中国境内实施开设赌场犯罪行为，近期已被温州市检察院批准逮捕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873007774,"gmtCreate":1636786687001,"gmtModify":1636786687001,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"要定","listText":"要定","text":"要定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873007774","repostId":"1119009229","repostType":2,"repost":{"id":"1119009229","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636767161,"share":"https://www.laohu8.com/m/news/1119009229?lang=&edition=full","pubTime":"2021-11-13 09:32","market":"other","language":"zh","title":"马斯克于11月12日卖出120万股特斯拉股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1119009229","media":"老虎资讯综合","summary":"11月13日，美国证交会披露的文件显示，12日马斯克进一步卖出120万股特斯拉股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票","content":"<p>11月13日，美国证交会披露的文件显示，12日马斯克进一步卖出120万股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票，即1705万股，那么目前马斯克累计售出的股票仅占其承诺的37.1%，还需出售至少1070万股特斯拉股票。</p>\n<p><img src=\"https://static.tigerbbs.com/3f87e31394db7101f95cae3637524949\" tg-width=\"1920\" tg-height=\"776\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d8513b22845dd09d5b62a4380a7c9c91\" tg-width=\"1868\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克于11月12日卖出120万股特斯拉股票</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马斯克于11月12日卖出120万股特斯拉股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-13 09:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月13日，美国证交会披露的文件显示，12日马斯克进一步卖出120万股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票，即1705万股，那么目前马斯克累计售出的股票仅占其承诺的37.1%，还需出售至少1070万股特斯拉股票。</p>\n<p><img src=\"https://static.tigerbbs.com/3f87e31394db7101f95cae3637524949\" tg-width=\"1920\" tg-height=\"776\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d8513b22845dd09d5b62a4380a7c9c91\" tg-width=\"1868\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119009229","content_text":"11月13日，美国证交会披露的文件显示，12日马斯克进一步卖出120万股特斯拉股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票，即1705万股，那么目前马斯克累计售出的股票仅占其承诺的37.1%，还需出售至少1070万股特斯拉股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845930071,"gmtCreate":1636260802886,"gmtModify":1636260802983,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845930071","repostId":"842667070","repostType":1,"repost":{"id":842667070,"gmtCreate":1636171497987,"gmtModify":1636173051217,"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/841073349\" target=\"_blank\">十月次新股涨幅榜</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3456099603258243\">@阿浦美股</a> 通过对新上市企业的市值增长、投资总额和涨幅反馈等因素的分析，可以更客观的反映出资本市场对于新上市企业的认可度和资金走向。根据涨幅榜反馈可以帮助会员更好的筛选优质企业。 <a href=\"https://laohu8.com/TW/849897595\" target=\"_blank\">【月入一万美元的期权实战策略】给Sell Put加条腿（10月篇）</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a> 有经常看这个系列文章的虎友们都知道我最喜欢的期权策略就是Naked Sell Put（裸卖看跌），有些虎友总是提醒我风险太大了要小心，也有虎友说自己资金有限，如果股价跌下行权价的话接不住的，问这样也能玩这样的期权策略吗？ <a href=\"https://laohu8.com/TW/848044746\" target=\"_blank\">转型元宇宙后的脸书（FB）机会和风险如何，值得买入么？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a>","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/841073349\" target=\"_blank\">十月次新股涨幅榜</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3456099603258243\">@阿浦美股</a> 通过对新上市企业的市值增长、投资总额和涨幅反馈等因素的分析，可以更客观的反映出资本市场对于新上市企业的认可度和资金走向。根据涨幅榜反馈可以帮助会员更好的筛选优质企业。 <a href=\"https://laohu8.com/TW/849897595\" target=\"_blank\">【月入一万美元的期权实战策略】给Sell Put加条腿（10月篇）</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a> 有经常看这个系列文章的虎友们都知道我最喜欢的期权策略就是Naked Sell Put（裸卖看跌），有些虎友总是提醒我风险太大了要小心，也有虎友说自己资金有限，如果股价跌下行权价的话接不住的，问这样也能玩这样的期权策略吗？ <a href=\"https://laohu8.com/TW/848044746\" target=\"_blank\">转型元宇宙后的脸书（FB）机会和风险如何，值得买入么？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a>","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： 十月次新股涨幅榜 发布者：@阿浦美股 通过对新上市企业的市值增长、投资总额和涨幅反馈等因素的分析，可以更客观的反映出资本市场对于新上市企业的认可度和资金走向。根据涨幅榜反馈可以帮助会员更好的筛选优质企业。 【月入一万美元的期权实战策略】给Sell Put加条腿（10月篇） 发布者：@谋定后动 有经常看这个系列文章的虎友们都知道我最喜欢的期权策略就是Naked Sell Put（裸卖看跌），有些虎友总是提醒我风险太大了要小心，也有虎友说自己资金有限，如果股价跌下行权价的话接不住的，问这样也能玩这样的期权策略吗？ 转型元宇宙后的脸书（FB）机会和风险如何，值得买入么？ 发布者：@不二说价值","images":[{"img":"https://static.tigerbbs.com/3b065d76f83c07e1f9ca6a1d61d0be6e","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a0b5ed4a3e46ad2a9417c59c70f69620","width":"1920","height":"991"},{"img":"https://static.tigerbbs.com/75f2ee0f3e92f10ac02eaff46ecfb8c3","width":"1152","height":"2376"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842667070","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843809285,"gmtCreate":1635815616542,"gmtModify":1635815616542,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"So...","listText":"So...","text":"So...","images":[{"img":"https://static.tigerbbs.com/ce64f868a3af1aacb957206329063eb2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843809285","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854564493,"gmtCreate":1635468892654,"gmtModify":1635468892734,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854564493","repostId":"855087550","repostType":1,"repost":{"id":855087550,"gmtCreate":1635315015389,"gmtModify":1710138010501,"author":{"id":"3555202755266687","authorId":"3555202755266687","name":"奇奇qiqi","avatar":"https://static.tigerbbs.com/73cd173edad53d3f8d51a2ffa7eeeac8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555202755266687","authorIdStr":"3555202755266687"},"themes":[],"title":"How To Pick An Investing Tool (Part 1/3)","htmlText":"各位好! 如果你有某种内容想要我写，可以留下留言。如果你学到新知识或思维有所改变，可以给我点赞，好评或在你的朋友圈分享给其他人阅读这篇文章。多谢支持！Image by authorSharing some of the more prominent asset classes for investment. This is part one of a three part&nbsp;series.Image from picjumboIf you are a beginner in the world of investing, you will be bombarded with endless financial words such as interest rates, Bitcoins, capital gains, endowment plan, FOMO into stocks etc. Feeling even more confused, not sure how to begin or who to trust right? hahaha 😂Not to worry too much about this. That’s why I have decided to put together a matrix to let you see and understand what is investing all about at the highest level and what are the various tools out there in the market. From here you can pick and choose one that works best for you.If you have not read my previou","listText":"各位好! 如果你有某种内容想要我写，可以留下留言。如果你学到新知识或思维有所改变，可以给我点赞，好评或在你的朋友圈分享给其他人阅读这篇文章。多谢支持！Image by authorSharing some of the more prominent asset classes for investment. This is part one of a three part&nbsp;series.Image from picjumboIf you are a beginner in the world of investing, you will be bombarded with endless financial words such as interest rates, Bitcoins, capital gains, endowment plan, FOMO into stocks etc. Feeling even more confused, not sure how to begin or who to trust right? hahaha 😂Not to worry too much about this. That’s why I have decided to put together a matrix to let you see and understand what is investing all about at the highest level and what are the various tools out there in the market. From here you can pick and choose one that works best for you.If you have not read my previou","text":"各位好! 如果你有某种内容想要我写，可以留下留言。如果你学到新知识或思维有所改变，可以给我点赞，好评或在你的朋友圈分享给其他人阅读这篇文章。多谢支持！Image by authorSharing some of the more prominent asset classes for investment. This is part one of a three part series.Image from picjumboIf you are a beginner in the world of investing, you will be bombarded with endless financial words such as interest rates, Bitcoins, capital gains, endowment plan, FOMO into stocks etc. Feeling even more confused, not sure how to begin or who to trust right? hahaha 😂Not to worry too much about this. That’s why I have decided to put together a matrix to let you see and understand what is investing all about at the highest level and what are the various tools out there in the market. From here you can pick and choose one that works best for you.If you have not read my previou","images":[{"img":"https://static.tigerbbs.com/67b41b7e0a3b201476f946b744952c0a","width":"600","height":"400"},{"img":"https://static.tigerbbs.com/4356b41876b55978135158eaaab66fb6","width":"788","height":"525"},{"img":"https://static.tigerbbs.com/05c880857bf274adad945f8cea082938","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855087550","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852021358,"gmtCreate":1635225116801,"gmtModify":1635225116907,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"Laters","listText":"Laters","text":"Laters","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852021358","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","kind":"highlight","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p>\n<p>Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p>\n<p>AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p>\n<p>That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p>\n<p>Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p>\n<p>\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p>\n<p>That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p>\n<p>While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p>\n<p>One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p>\n<p><b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p>\n<p><b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p>\n<p>AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p>\n<p><b>What analysts are saying</b></p>\n<p>Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p>\n<p>\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p>\n<p>Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p>\n<p>On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p>\n<p>\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p>\n<p>Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p>\n<p>Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p>","source":"lsy1603348471595","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>AMD earnings look to again succeed where Intel disappointed</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; 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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\">\nAMD earnings look to again succeed where Intel disappointed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":852021358,"gmtCreate":1635225116801,"gmtModify":1635225116907,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"Laters","listText":"Laters","text":"Laters","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852021358","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","kind":"highlight","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p>\n<p>Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p>\n<p>AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p>\n<p>That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p>\n<p>Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p>\n<p>\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p>\n<p>That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p>\n<p>While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p>\n<p>One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p>\n<p><b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p>\n<p><b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p>\n<p>AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p>\n<p><b>What analysts are saying</b></p>\n<p>Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p>\n<p>\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p>\n<p>Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p>\n<p>On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p>\n<p>\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p>\n<p>Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p>\n<p>Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p>","source":"lsy1603348471595","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>AMD earnings look to again succeed where Intel disappointed</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; 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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\">\nAMD earnings look to again succeed where Intel disappointed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696115184,"gmtCreate":1640649655861,"gmtModify":1640649655969,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"Laters","listText":"Laters","text":"Laters","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696115184","repostId":"2194100893","repostType":2,"repost":{"id":"2194100893","kind":"highlight","pubTimestamp":1640640933,"share":"https://www.laohu8.com/m/news/2194100893?lang=&edition=full","pubTime":"2021-12-28 05:35","market":"hk","language":"zh","title":"外媒头条：拜登称需要在州一级解决新冠激增问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2194100893","media":"市场资讯","summary":"　　美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。　　这些评论代表了拜登政府迄今为止最明确的承认之一，即在遏制 Covid-19 传播的努力中需要州和地方政府的帮助。　　拜登可能担心，如果没有各州的帮助，联邦遏制病毒的举措将无法奏效。航空公司采取了各种措施来防止机组人员感染，例如联合航空要求全员接种疫苗，达美航空对未接种疫苗的员工每月收取一笔附加费。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</b>\n</blockquote>\n<blockquote>\n <b>2、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</b>\n</blockquote>\n<blockquote>\n <b>3、土耳其里拉结束五连涨 埃尔多安的保证似乎不管用</b>\n</blockquote>\n<blockquote>\n <b>4、困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</b>\n</blockquote>\n<blockquote>\n <b>5、小摩称投资者过于悲观 认为美股不会大幅回调</b>\n</blockquote>\n<blockquote>\n <b>6、福奇：美国应考虑规定国内旅行需接种新冠疫苗</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/c05f759cf6950cdd364954859273f39b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</b></p>\n<p>美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。</p>\n<p>拜登在与美国一些州长会面之前说，“没有联邦解决方案。这（需要）在州一级得到解决。”</p>\n<p>这些评论代表了拜登政府迄今为止最明确的承认之一，即在遏制 Covid-19 传播的努力中需要州和地方政府的帮助。</p>\n<p>拜登可能担心，如果没有各州的帮助，联邦遏制病毒的举措将无法奏效。这些评论也可能是为了向州长施加更大的压力，要求他们在控制疾病方面发挥更大的作用。</p>\n<p>由于美国全国对病毒的态度和公共安全优先事项的不同，州长们对拜登政府的努力的反应喜忧参半。</p>\n<p><img src=\"https://static.tigerbbs.com/2a920342cac1cb6e0855026df098fa32\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"></p>\n<p><b>冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</b></p>\n<p>圣诞节周末打乱美国人出行计划的航班取消问题延续到周一，<b>在航空公司本就因新冠肺炎病例激增而人手不足的情况下，冬季风暴更是令他们雪上加霜</b>。</p>\n<p>FlightAware.com的数据显示，在周末期间超过2800个航班被取消后，截至纽约时间下午1点，周一又有超过1000个美国航班被取消。情况最严重的航司之一是阿拉斯加航空，因其在西雅图-塔科马国际机场的主要基地受到降雪和罕见低温的影响。</p>\n<p>Omicron导致的新一轮疫情仍然是个问题，令航空股承压。联合航空表示，由于跟omicron相关的人手问题，该公司周一取消了约2.9%的原定航班。航空公司采取了各种措施来防止机组人员感染，例如联合航空要求全员接种疫苗，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>对未接种疫苗的员工每月收取一笔附加费。各大航空公司都表示，他们大多数员工已经接种了疫苗。</p>\n<p><img src=\"https://static.tigerbbs.com/7c68f08ffe0c8fc303cbc958a9b70990\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>土耳其里拉结束五连涨 埃尔多安的保证似乎不管用</b></p>\n<p>土耳其里拉连续五天的上涨行情，虽然当局在一周前出台旨在遏制里拉下跌措施并信誓旦旦说里拉走势坚挺，但投资者并不买账。</p>\n<p>伊斯坦布尔时间下午6：37，里拉兑美元下跌7.2%至1美元兑11.4665里拉，稍早一度跌至11.5831里拉。今年以来，里拉贬值幅度超过35%，是2021年跌幅最大的新兴市场货币。</p>\n<p>上周五，土耳其总统埃尔多安表示，在采取多项措施支持里拉，包括推出新工具来保护里拉存款持有人后，里拉币值将“逐步”稳定。央行的数据也表明，当局一直在干预外汇市场，里拉上周上涨54%，扭转了前周下跌15%的势头。</p>\n<p><a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>驻伊斯坦布尔首席经济学家Ibrahim Aksoy在给投资者的报告中称，“如果央行对外币可能的抛盘减少，美元兑里拉汇率可能会再次上行”。</p>\n<p><img src=\"https://static.tigerbbs.com/764ad6d9c05adc5362ee6e3e129001c9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</b></p>\n<p>美国几家大型零售商宣布关闭多个城市的门店，理由有很多，从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。</p>\n<p>多家零售商开始转向电子商务以提高利润。</p>\n<p>CVS Health 在 11 月宣布，它计划关闭其近 10000 家门店中的约 9%，并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店，以降低成本并提高利润。 CVS特别指出，大多数客户转向数字偏好促使公司重新考虑其实体存在。</p>\n<p>CVS Health 总裁兼首席执行官 Karen Lynch 表示：“我们仍然专注于我们在全国数千个社区的业务所提供的竞争优势，这与我们迅速扩大的数字业务相辅相成。”</p>\n<p><img src=\"https://static.tigerbbs.com/36c3c98d3e4f8850f5b909c640463a73\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p>\n<p><b>小摩称投资者过于悲观 认为美股不会大幅回调</b></p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师表示，没有理由担心使今年美国股市迭创新高的涨势将很快结束。事实上，更多的投资者可能很快就会加入。</p>\n<p>“鉴于投资者仓位已经很低、回购股份创历史新高、有限的系统性风险以及正向的1月份季节性因素，目前并不具备大规模抛售股票的条件，”由Dubravko Lakos-Bujas带领的策略师在给客户的研究报告中写道。“投资者的仓位过于悲观，市场对鹰派美联储和omicron发展的悲观看法已经过头。”</p>\n<p>虽然标准普尔500指数上周再创历史新高，但涨势愈来愈由少数大型公司推动，这让人想起世纪之交的科技股泡沫。在疫情引发衰退之后的经济反弹现在已自顶峰回落之际，一些基金经理警告说，随着央行和政府逐步减少刺激措施以抑制飙升的通胀，周期的下一阶段是进入修正。</p>\n<p><img src=\"https://static.tigerbbs.com/8ada7b7e154b8094b51341c87cc4c5ad\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>福奇：美国应考虑规定国内旅行需接种新冠疫苗</b></p>\n<p>美国部分州的新冠病例在omicron变异推动下创新高且各地假日旅行继续受阻之际，该国总统乔·拜登的医疗顾问表示，政府应该考虑规定国内旅行需要接种疫苗。</p>\n<p>安东尼·福奇周一表示，考虑要求人们在乘坐国内航班前接种新冠疫苗是合理的。他后来在接受采访时还表示，民众应该考虑避免在新年前夜举行更大规模的聚会。</p>\n<p>“将疫苗当成一项规定时，更多人就会多个接种的动机，” 福奇说，“要是想在国内航班这样实施，我认为这是应该认真考虑的事情。”</p>\n<p>拜登周一表示，在每周一次的电话会议上，州长们向福奇询问了有关航空旅行的新要求。美国主要航空公司的游说团体Airlines for America说，政府曾暗示这种规定不会在短期内实施。</p>","source":"sina_us","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>外媒头条：拜登称需要在州一级解决新冠激增问题</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：拜登称需要在州一级解决新冠激增问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 05:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-28/doc-ikyakumx6788257.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n\n\n2、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n\n\n3、土耳其里拉结束五连涨 埃尔多安的保证似乎不管用\n\n\n4、困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店\n\n\n5、小摩称投资者过于悲观 认为美股不会大幅回调\n\n\n6、福奇：美国应考虑规定国内旅行需接种新冠疫苗\n\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-28/doc-ikyakumx6788257.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c05f759cf6950cdd364954859273f39b","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-28/doc-ikyakumx6788257.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194100893","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n\n\n2、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n\n\n3、土耳其里拉结束五连涨 埃尔多安的保证似乎不管用\n\n\n4、困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店\n\n\n5、小摩称投资者过于悲观 认为美股不会大幅回调\n\n\n6、福奇：美国应考虑规定国内旅行需接种新冠疫苗\n\n\n拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。\n拜登在与美国一些州长会面之前说，“没有联邦解决方案。这（需要）在州一级得到解决。”\n这些评论代表了拜登政府迄今为止最明确的承认之一，即在遏制 Covid-19 传播的努力中需要州和地方政府的帮助。\n拜登可能担心，如果没有各州的帮助，联邦遏制病毒的举措将无法奏效。这些评论也可能是为了向州长施加更大的压力，要求他们在控制疾病方面发挥更大的作用。\n由于美国全国对病毒的态度和公共安全优先事项的不同，州长们对拜登政府的努力的反应喜忧参半。\n\n冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n圣诞节周末打乱美国人出行计划的航班取消问题延续到周一，在航空公司本就因新冠肺炎病例激增而人手不足的情况下，冬季风暴更是令他们雪上加霜。\nFlightAware.com的数据显示，在周末期间超过2800个航班被取消后，截至纽约时间下午1点，周一又有超过1000个美国航班被取消。情况最严重的航司之一是阿拉斯加航空，因其在西雅图-塔科马国际机场的主要基地受到降雪和罕见低温的影响。\nOmicron导致的新一轮疫情仍然是个问题，令航空股承压。联合航空表示，由于跟omicron相关的人手问题，该公司周一取消了约2.9%的原定航班。航空公司采取了各种措施来防止机组人员感染，例如联合航空要求全员接种疫苗，达美航空对未接种疫苗的员工每月收取一笔附加费。各大航空公司都表示，他们大多数员工已经接种了疫苗。\n\n土耳其里拉结束五连涨 埃尔多安的保证似乎不管用\n土耳其里拉连续五天的上涨行情，虽然当局在一周前出台旨在遏制里拉下跌措施并信誓旦旦说里拉走势坚挺，但投资者并不买账。\n伊斯坦布尔时间下午6：37，里拉兑美元下跌7.2%至1美元兑11.4665里拉，稍早一度跌至11.5831里拉。今年以来，里拉贬值幅度超过35%，是2021年跌幅最大的新兴市场货币。\n上周五，土耳其总统埃尔多安表示，在采取多项措施支持里拉，包括推出新工具来保护里拉存款持有人后，里拉币值将“逐步”稳定。央行的数据也表明，当局一直在干预外汇市场，里拉上周上涨54%，扭转了前周下跌15%的势头。\n汇丰控股驻伊斯坦布尔首席经济学家Ibrahim Aksoy在给投资者的报告中称，“如果央行对外币可能的抛盘减少，美元兑里拉汇率可能会再次上行”。\n\n困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店\n美国几家大型零售商宣布关闭多个城市的门店，理由有很多，从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。\n多家零售商开始转向电子商务以提高利润。\nCVS Health 在 11 月宣布，它计划关闭其近 10000 家门店中的约 9%，并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店，以降低成本并提高利润。 CVS特别指出，大多数客户转向数字偏好促使公司重新考虑其实体存在。\nCVS Health 总裁兼首席执行官 Karen Lynch 表示：“我们仍然专注于我们在全国数千个社区的业务所提供的竞争优势，这与我们迅速扩大的数字业务相辅相成。”\n\n小摩称投资者过于悲观 认为美股不会大幅回调\n摩根大通策略师表示，没有理由担心使今年美国股市迭创新高的涨势将很快结束。事实上，更多的投资者可能很快就会加入。\n“鉴于投资者仓位已经很低、回购股份创历史新高、有限的系统性风险以及正向的1月份季节性因素，目前并不具备大规模抛售股票的条件，”由Dubravko Lakos-Bujas带领的策略师在给客户的研究报告中写道。“投资者的仓位过于悲观，市场对鹰派美联储和omicron发展的悲观看法已经过头。”\n虽然标准普尔500指数上周再创历史新高，但涨势愈来愈由少数大型公司推动，这让人想起世纪之交的科技股泡沫。在疫情引发衰退之后的经济反弹现在已自顶峰回落之际，一些基金经理警告说，随着央行和政府逐步减少刺激措施以抑制飙升的通胀，周期的下一阶段是进入修正。\n\n福奇：美国应考虑规定国内旅行需接种新冠疫苗\n美国部分州的新冠病例在omicron变异推动下创新高且各地假日旅行继续受阻之际，该国总统乔·拜登的医疗顾问表示，政府应该考虑规定国内旅行需要接种疫苗。\n安东尼·福奇周一表示，考虑要求人们在乘坐国内航班前接种新冠疫苗是合理的。他后来在接受采访时还表示，民众应该考虑避免在新年前夜举行更大规模的聚会。\n“将疫苗当成一项规定时，更多人就会多个接种的动机，” 福奇说，“要是想在国内航班这样实施，我认为这是应该认真考虑的事情。”\n拜登周一表示，在每周一次的电话会议上，州长们向福奇询问了有关航空旅行的新要求。美国主要航空公司的游说团体Airlines for America说，政府曾暗示这种规定不会在短期内实施。","news_type":1},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609571111,"gmtCreate":1638314461233,"gmtModify":1638314461233,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609571111","repostId":"1134305042","repostType":4,"repost":{"id":"1134305042","kind":"news","pubTimestamp":1638286550,"share":"https://www.laohu8.com/m/news/1134305042?lang=&edition=full","pubTime":"2021-11-30 23:35","market":"us","language":"zh","title":"鲍威尔：关于通胀，该放弃“暂时”这个词了","url":"https://stock-news.laohu8.com/highlight/detail?id=1134305042","media":"华尔街见闻","summary":"美国三大股指跌超1%，银行板块跌1.5%。鲍威尔称，可以考虑提前几个月结束Taper。11月30日周二，美联储主席鲍威尔与美国财长耶伦一同出席美国国会参议院银行委员会的季度听证，就顽固高通胀、奥密克戎新变种病毒对经济的影响、美国债务上限等关键议题发表观点，两人明日还将参加国会众议院金融服务委员会的听证。在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。","content":"<blockquote>\n 在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记。\n</blockquote>\n<blockquote>\n 美国三大股指跌超1%，银行板块跌1.5%。鲍威尔称，可以考虑提前几个月结束Taper（减码QE）。\n</blockquote>\n<p>11月30日周二，美联储主席鲍威尔与美国财长耶伦一同出席美国国会参议院银行委员会的季度听证，就顽固高通胀、奥密克戎新变种病毒对经济的影响、美国债务上限等关键议题发表观点，两人明日还将参加国会众议院金融服务委员会的听证。</p>\n<p>在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。</p>\n<p>他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记，美股跌幅又短线小幅收窄。</p>\n<p>在听证会初期，美国30年期国债收益率跌破1.8%。彭博美元指数跌0.7%，创11月19日以来新低。现货黄金日内涨幅达1.0%，报1803.07美元/盎司。美国11月谘商会消费者信心指数降至109.5，创最近九个月新低，受到通胀加速上行和新冠病例增加的冲击。</p>\n<p>在隔夜发布的书面证词中，鲍威尔首次公开提及新病毒变种，称会增加经济下行风险和通胀不确定性，人们外出工作的意愿或进一步降低，这将减缓劳动力市场的进展，并加剧供应链混乱。</p>\n<p>他还对通货膨胀发表了更直接的评论，即预测供应限制的持续性和影响具有挑战性，但现在看来，“推动通胀上升的因素将持续到明年”。不过，他仍强调随着供需失衡的缓解，包括美联储在内的大多数预测者都持续预期通胀将在明年“大幅下降”，劳动力闲置现象也在减少。</p>\n<p>在肯定美国经济继续走强、劳动力市场持续改善的基础上，鲍威尔承诺，美联储“致力于实现价格稳定目标”，将利用工具来支持经济和劳动力市场，并“防止更高的通胀变得根深蒂固”。</p>\n<p>他还承认，在与加息门槛有关的“实现就业和劳动力市场参与率这两项指标最大化方面”，仍有不小的进步空间，尽管新病毒变种压境，“美联储预计上述的最大化进程将继续取得进展”。</p>\n<p>分析认为，<b>奥密克戎新变种病毒出现在美国通胀数月高出美联储官方目标两倍多的时点，将为央行货币政策收紧路径再添变数</b>。</p>\n<p>原本官员们将在12月14日至15日的FOMC会议上讨论是否加速缩减购债，这样可以尽早结束QE量宽净购债的“放水”政策，为明年上半年就提前加息留出空间。高盛曾认为，taper加速“存在重大风险”，富国银行随后称，新变种病毒可能令12月会议上加速taper的计划复杂化。</p>\n<p>瑞银在最新研报中指出，新变异毒株突然来袭，供应链问题推动通胀上升的因素将持续存在，通胀上行风险加剧，或从“暂时性”转变为“长期性”：</p>\n<blockquote>\n 新一轮病毒扩散将对经济复苏产生损害，最初的经济、就业人数增长可能会下降，并且供应链问题将加剧，通胀压力也会比此前预期加大。 \n <b>美联储最初的反应将偏鸽派，随着通胀上升，在经济进一步复苏时，可能会加息。</b>\n</blockquote>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>鲍威尔：关于通胀，该放弃“暂时”这个词了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n鲍威尔：关于通胀，该放弃“暂时”这个词了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 23:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3646201><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记。\n\n\n 美国三大股指跌超1%，银行板块跌1.5%。鲍威尔称，可以考虑提前几个月结束Taper（减码QE）。\n\n11月30日周二，美联储主席鲍威尔与美国...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3646201\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3646201","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1134305042","content_text":"在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记。\n\n\n 美国三大股指跌超1%，银行板块跌1.5%。鲍威尔称，可以考虑提前几个月结束Taper（减码QE）。\n\n11月30日周二，美联储主席鲍威尔与美国财长耶伦一同出席美国国会参议院银行委员会的季度听证，就顽固高通胀、奥密克戎新变种病毒对经济的影响、美国债务上限等关键议题发表观点，两人明日还将参加国会众议院金融服务委员会的听证。\n在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。\n他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记，美股跌幅又短线小幅收窄。\n在听证会初期，美国30年期国债收益率跌破1.8%。彭博美元指数跌0.7%，创11月19日以来新低。现货黄金日内涨幅达1.0%，报1803.07美元/盎司。美国11月谘商会消费者信心指数降至109.5，创最近九个月新低，受到通胀加速上行和新冠病例增加的冲击。\n在隔夜发布的书面证词中，鲍威尔首次公开提及新病毒变种，称会增加经济下行风险和通胀不确定性，人们外出工作的意愿或进一步降低，这将减缓劳动力市场的进展，并加剧供应链混乱。\n他还对通货膨胀发表了更直接的评论，即预测供应限制的持续性和影响具有挑战性，但现在看来，“推动通胀上升的因素将持续到明年”。不过，他仍强调随着供需失衡的缓解，包括美联储在内的大多数预测者都持续预期通胀将在明年“大幅下降”，劳动力闲置现象也在减少。\n在肯定美国经济继续走强、劳动力市场持续改善的基础上，鲍威尔承诺，美联储“致力于实现价格稳定目标”，将利用工具来支持经济和劳动力市场，并“防止更高的通胀变得根深蒂固”。\n他还承认，在与加息门槛有关的“实现就业和劳动力市场参与率这两项指标最大化方面”，仍有不小的进步空间，尽管新病毒变种压境，“美联储预计上述的最大化进程将继续取得进展”。\n分析认为，奥密克戎新变种病毒出现在美国通胀数月高出美联储官方目标两倍多的时点，将为央行货币政策收紧路径再添变数。\n原本官员们将在12月14日至15日的FOMC会议上讨论是否加速缩减购债，这样可以尽早结束QE量宽净购债的“放水”政策，为明年上半年就提前加息留出空间。高盛曾认为，taper加速“存在重大风险”，富国银行随后称，新变种病毒可能令12月会议上加速taper的计划复杂化。\n瑞银在最新研报中指出，新变异毒株突然来袭，供应链问题推动通胀上升的因素将持续存在，通胀上行风险加剧，或从“暂时性”转变为“长期性”：\n\n 新一轮病毒扩散将对经济复苏产生损害，最初的经济、就业人数增长可能会下降，并且供应链问题将加剧，通胀压力也会比此前预期加大。 \n 美联储最初的反应将偏鸽派，随着通胀上升，在经济进一步复苏时，可能会加息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606438908,"gmtCreate":1638918538552,"gmtModify":1638918538552,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606438908","repostId":"2189674656","repostType":2,"repost":{"id":"2189674656","kind":"highlight","pubTimestamp":1638913113,"share":"https://www.laohu8.com/m/news/2189674656?lang=&edition=full","pubTime":"2021-12-08 05:38","market":"us","language":"zh","title":"外媒头条：市值突破2.8万亿！苹果股价创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2189674656","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业高管对通胀表示担忧 美联储加速taper压力走升</b>\n</blockquote>\n<blockquote>\n <b>2、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>CEO：omicron似乎更温和但传播速度更快 或导致更多突变</b>\n</blockquote>\n<blockquote>\n <b>3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%</b>\n</blockquote>\n<blockquote>\n <b>4、洛杉矶港负责人预计供应链压力将至少持续到2022年底</b>\n</blockquote>\n<blockquote>\n <b>5、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>上调<a href=\"https://laohu8.com/S/AAPL\">苹果</a>目标股价 虚拟现实和自动驾驶带来定心丸</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>：2022年还是没有竞争对手能接近<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/957093fa98ee4fc8902a5e175f716ee4\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><a href=\"https://laohu8.com/S/GS\">高盛</a>首席执行官David Solomon</p>\n<p><b>美国银行业高管对通胀表示担忧 美联储加速taper压力走升</b></p>\n<p>美国银行业高管周二对通胀持续上升的影响表示担忧，加大了美联储加快放缓资产购买步伐计划的压力。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>首席执行官Charlie Scharf表示，美联储可能需要加快行动以解决通胀问题。高盛首席执行官David Solomon则称，他预计将出现一段更高通胀的时期。</p>\n<p>国际货币基金组织（IMF）上周警告称，通胀压力将加剧，尤其是在美国，并表示美联储官员应更加关注通胀风险。</p>\n<p>Scharf在高盛金融服务会议上表示，美联储的行动应该比他们一直以来的行动更快。</p>\n<p>“通胀非常非常真实，”他说。“大多数行业的投入价格明显更高。劳动力短缺和工资增长是非常真实的。这种情况是否持续数年并不完全相关，但肯定会在明年左右产生影响。”</p>\n<p>高盛的Solomon在接受媒体采访时则预计，在一段时间内通胀会更高，但不会重演1970年代的成本上涨。</p>\n<p>“在一段时间内，我们的通胀率有可能高于趋势水平，但这并不意味着会像1970年代那样，”他说。“你必须保持谨慎并适当地管理你的风险。”</p>\n<p><img src=\"https://static.tigerbbs.com/7062bc67610ed5943cf066b86184f347\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变</b></p>\n<p>辉瑞首席执行官Albert Bourla周二表示，新冠omicron变体似乎比以前的毒株温和，但传播速度更快，并在未来可能会导致更多突变。</p>\n<p>“我认为传播速度快的东西不是什么好消息，”Bourla在接受采访时说。“快速传播意味着它将在数十亿人中传播，并且可能会出现另一种突变。这不是你想要的。”</p>\n<p>白宫首席医学顾问福奇（Anthony Fauci）博士此前表示，上周末的南非报告表明，omicron并不像最初担心的那么严重，同时指出需要更多数据来全面评估该变体带来的风险。</p>\n<p>但Bourla警告称，目前很难从南非的感染浪潮中得出结论。只有5%的南非人口年龄在60岁以上，而年轻人的病症通常较轻。他还表示，南非的许多人也感染了HIV，这可能会导致新冠病毒引发更严重的疾病。</p>\n<p>Bourla表示，他预计在接下来的几周内，omicron确诊病例的数量将从几十例激增至数百万例。</p>\n<p><img src=\"https://static.tigerbbs.com/0c207190bfaf3a8b77628b4e5446b844\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%</b></p>\n<p>原美国财政部长拉里·萨默斯表示，通胀已变得根深蒂固，降低了美联储能够在不导致经济衰退的情况下遏制物价上涨的可能性。</p>\n<p>萨默斯现在预计，未来24个月有30%至40%的可能性会出现经济衰退。这位哈佛大学经济学家还估计，所谓的软着陆（即收紧货币政策不会严重遏制经济增长）的可能性在20%到25%之间。</p>\n<p>“有证据表明，在快速增长、通胀的经济环境中，实现软着陆是一件非常困难的事情，” 萨默斯周二表示。</p>\n<p>现年67岁的萨默斯表示，美国现在面临他一生中见过的最严重的劳动力短缺问题。目前的问题是工会现在将通胀补偿加入合同中。而财政部长珍妮特·耶伦则一再地表示，她没有看到薪资-物价螺旋式上升的迹象。</p>\n<p><img src=\"https://static.tigerbbs.com/108a3efaf5329348e69baeb5176e19a7\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>洛杉矶港负责人预计供应链压力将至少持续到2022年底</b></p>\n<p>美国最大港口运营商的负责人表示，供应链混乱的情况可能至少持续到明年年底才会消退。</p>\n<p>“我们处理进港货物还需要一段时间，数量仍然很高，”洛杉矶港负责人Gene Seroka周二接受采访时表示。</p>\n<p>他预计进港货物数量将在2月中国春节假期前触顶，美国进口商通常会提前很久预订1月订单，以赶在中国工厂和港口休假前补充库存。此外他还表示，零售商和家装公司计划补充库存以提高库存/销售比率，该比率处于2011年以来最低水平。“我认为这种情况至少会持续到2022年末，但我们正在一点一点地取得进展。”</p>\n<p>尽管洛杉矶和长滩港口设法缓和拥堵，但长时间延误的情况依然存在，这些港口合计处理美国40%的入境集装箱。</p>\n<p><img src=\"https://static.tigerbbs.com/2025db280eca055dcb41e78980b20830\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸</b></p>\n<p>苹果公司的最高目标股价得到第二个机构的支持，摩根士丹利预计该公司将受益于虚拟现实和自动驾驶汽车等新产品类别。</p>\n<p>分析师Katy Huberty对苹果评级为增持，将目标股价从164美元上调至200美元，追平Wedbush给出的价格目标，在媒体跟踪的目标价中并列第一。苹果周二盘中上涨超3%，创历史新高。</p>\n<p>鉴于苹果公司的保密工作，投资者一直难以估值该公司的新产品，但Huberty预计增强现实和虚拟现实以及自动驾驶汽车将最终体现在股价中，并表示苹果也应该受益于科技股“追求品质”的投资趋势。</p>\n<p>“尽管新产品和服务一直带来持续而实质性的收入贡献，但苹果股票似乎没有体现即将推出的新产品的影响，”Huberty在一份报告中写道。“我们相信，随着苹果公司在未来一年推出AR/VR产品，情况会有所改变。”</p>\n<p><img src=\"https://static.tigerbbs.com/23918877a718c21a289d07e4fd590415\" tg-width=\"550\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>瑞银：2022年还是没有竞争对手能接近特斯拉</b></p>\n<p>瑞银（UBS）今日发布投资研究报告，将特斯拉目标股价从725美元调高至1000美元。</p>\n<p>瑞银认为，2022年特斯拉将继续主导电动汽车市场。瑞银分析师帕特里克·胡梅尔（Patrick Hummel）在报告中称：“通过垂直整合，特斯拉能更好地获得芯片和电池。与大多数竞争对手相比，这是特斯拉的关键优势，应该有助于巩固其的市场领导地位。”</p>\n<p>为此，瑞银继续维持特斯拉股票“中性”评级，将目标股价从725美元上调至1000美元。该目标股价略低于特斯拉本周一1009美元的收盘价。</p>\n<p>瑞银做出这一决定，正值电动汽车初创公司Rivian等竞争对手获得了投资者的浓厚兴趣，以及<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等传统汽车制造商致力于追赶特斯拉在在电动汽车市场的领先地位。</p>\n<p>但瑞银认为，特斯拉明年仍将继续主导该市场。瑞银在报告中称：“2022年，仍没有竞争对手能接近特斯拉。”</p>","source":"XLCJ","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>外媒头条：市值突破2.8万亿！苹果股价创历史新高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：市值突破2.8万亿！苹果股价创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 05:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n\n\n4、洛杉矶港负责人预计供应链压力将至少持续到2022年底\n\n\n5、摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4559":"巴菲特持仓","SPY":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","BK4527":"明星科技股","DDM":"道指两倍做多ETF","BK4550":"红杉资本持仓","UBS":"瑞银","BK4552":"Archegos爆仓风波概念","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","BK4551":"寇图资本持仓","BK4118":"综合性资本市场","DOG":"道指反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","TSLA":"特斯拉","OEX":"标普100","QID":"纳指两倍做空ETF","BK4504":"桥水持仓",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","GS":"高盛","SH":"标普500反向ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","BK4534":"瑞士信贷持仓","BK4555":"新能源车","SPXU":"三倍做空标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SQQQ":"纳指三倍做空ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189674656","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n\n\n4、洛杉矶港负责人预计供应链压力将至少持续到2022年底\n\n\n5、摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n\n\n6、瑞银：2022年还是没有竞争对手能接近特斯拉\n\n高盛首席执行官David Solomon\n美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n美国银行业高管周二对通胀持续上升的影响表示担忧，加大了美联储加快放缓资产购买步伐计划的压力。\n富国银行首席执行官Charlie Scharf表示，美联储可能需要加快行动以解决通胀问题。高盛首席执行官David Solomon则称，他预计将出现一段更高通胀的时期。\n国际货币基金组织（IMF）上周警告称，通胀压力将加剧，尤其是在美国，并表示美联储官员应更加关注通胀风险。\nScharf在高盛金融服务会议上表示，美联储的行动应该比他们一直以来的行动更快。\n“通胀非常非常真实，”他说。“大多数行业的投入价格明显更高。劳动力短缺和工资增长是非常真实的。这种情况是否持续数年并不完全相关，但肯定会在明年左右产生影响。”\n高盛的Solomon在接受媒体采访时则预计，在一段时间内通胀会更高，但不会重演1970年代的成本上涨。\n“在一段时间内，我们的通胀率有可能高于趋势水平，但这并不意味着会像1970年代那样，”他说。“你必须保持谨慎并适当地管理你的风险。”\n\n辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n辉瑞首席执行官Albert Bourla周二表示，新冠omicron变体似乎比以前的毒株温和，但传播速度更快，并在未来可能会导致更多突变。\n“我认为传播速度快的东西不是什么好消息，”Bourla在接受采访时说。“快速传播意味着它将在数十亿人中传播，并且可能会出现另一种突变。这不是你想要的。”\n白宫首席医学顾问福奇（Anthony Fauci）博士此前表示，上周末的南非报告表明，omicron并不像最初担心的那么严重，同时指出需要更多数据来全面评估该变体带来的风险。\n但Bourla警告称，目前很难从南非的感染浪潮中得出结论。只有5%的南非人口年龄在60岁以上，而年轻人的病症通常较轻。他还表示，南非的许多人也感染了HIV，这可能会导致新冠病毒引发更严重的疾病。\nBourla表示，他预计在接下来的几周内，omicron确诊病例的数量将从几十例激增至数百万例。\n\n美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n原美国财政部长拉里·萨默斯表示，通胀已变得根深蒂固，降低了美联储能够在不导致经济衰退的情况下遏制物价上涨的可能性。\n萨默斯现在预计，未来24个月有30%至40%的可能性会出现经济衰退。这位哈佛大学经济学家还估计，所谓的软着陆（即收紧货币政策不会严重遏制经济增长）的可能性在20%到25%之间。\n“有证据表明，在快速增长、通胀的经济环境中，实现软着陆是一件非常困难的事情，” 萨默斯周二表示。\n现年67岁的萨默斯表示，美国现在面临他一生中见过的最严重的劳动力短缺问题。目前的问题是工会现在将通胀补偿加入合同中。而财政部长珍妮特·耶伦则一再地表示，她没有看到薪资-物价螺旋式上升的迹象。\n\n洛杉矶港负责人预计供应链压力将至少持续到2022年底\n美国最大港口运营商的负责人表示，供应链混乱的情况可能至少持续到明年年底才会消退。\n“我们处理进港货物还需要一段时间，数量仍然很高，”洛杉矶港负责人Gene Seroka周二接受采访时表示。\n他预计进港货物数量将在2月中国春节假期前触顶，美国进口商通常会提前很久预订1月订单，以赶在中国工厂和港口休假前补充库存。此外他还表示，零售商和家装公司计划补充库存以提高库存/销售比率，该比率处于2011年以来最低水平。“我认为这种情况至少会持续到2022年末，但我们正在一点一点地取得进展。”\n尽管洛杉矶和长滩港口设法缓和拥堵，但长时间延误的情况依然存在，这些港口合计处理美国40%的入境集装箱。\n\n摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n苹果公司的最高目标股价得到第二个机构的支持，摩根士丹利预计该公司将受益于虚拟现实和自动驾驶汽车等新产品类别。\n分析师Katy Huberty对苹果评级为增持，将目标股价从164美元上调至200美元，追平Wedbush给出的价格目标，在媒体跟踪的目标价中并列第一。苹果周二盘中上涨超3%，创历史新高。\n鉴于苹果公司的保密工作，投资者一直难以估值该公司的新产品，但Huberty预计增强现实和虚拟现实以及自动驾驶汽车将最终体现在股价中，并表示苹果也应该受益于科技股“追求品质”的投资趋势。\n“尽管新产品和服务一直带来持续而实质性的收入贡献，但苹果股票似乎没有体现即将推出的新产品的影响，”Huberty在一份报告中写道。“我们相信，随着苹果公司在未来一年推出AR/VR产品，情况会有所改变。”\n\n瑞银：2022年还是没有竞争对手能接近特斯拉\n瑞银（UBS）今日发布投资研究报告，将特斯拉目标股价从725美元调高至1000美元。\n瑞银认为，2022年特斯拉将继续主导电动汽车市场。瑞银分析师帕特里克·胡梅尔（Patrick Hummel）在报告中称：“通过垂直整合，特斯拉能更好地获得芯片和电池。与大多数竞争对手相比，这是特斯拉的关键优势，应该有助于巩固其的市场领导地位。”\n为此，瑞银继续维持特斯拉股票“中性”评级，将目标股价从725美元上调至1000美元。该目标股价略低于特斯拉本周一1009美元的收盘价。\n瑞银做出这一决定，正值电动汽车初创公司Rivian等竞争对手获得了投资者的浓厚兴趣，以及通用汽车等传统汽车制造商致力于追赶特斯拉在在电动汽车市场的领先地位。\n但瑞银认为，特斯拉明年仍将继续主导该市场。瑞银在报告中称：“2022年，仍没有竞争对手能接近特斯拉。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873007774,"gmtCreate":1636786687001,"gmtModify":1636786687001,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"要定","listText":"要定","text":"要定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873007774","repostId":"1119009229","repostType":2,"repost":{"id":"1119009229","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636767161,"share":"https://www.laohu8.com/m/news/1119009229?lang=&edition=full","pubTime":"2021-11-13 09:32","market":"other","language":"zh","title":"马斯克于11月12日卖出120万股特斯拉股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1119009229","media":"老虎资讯综合","summary":"11月13日，美国证交会披露的文件显示，12日马斯克进一步卖出120万股特斯拉股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票","content":"<p>11月13日，美国证交会披露的文件显示，12日马斯克进一步卖出120万股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票，即1705万股，那么目前马斯克累计售出的股票仅占其承诺的37.1%，还需出售至少1070万股特斯拉股票。</p>\n<p><img src=\"https://static.tigerbbs.com/3f87e31394db7101f95cae3637524949\" tg-width=\"1920\" tg-height=\"776\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d8513b22845dd09d5b62a4380a7c9c91\" tg-width=\"1868\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克于11月12日卖出120万股特斯拉股票</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马斯克于11月12日卖出120万股特斯拉股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-13 09:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月13日，美国证交会披露的文件显示，12日马斯克进一步卖出120万股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票，即1705万股，那么目前马斯克累计售出的股票仅占其承诺的37.1%，还需出售至少1070万股特斯拉股票。</p>\n<p><img src=\"https://static.tigerbbs.com/3f87e31394db7101f95cae3637524949\" tg-width=\"1920\" tg-height=\"776\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d8513b22845dd09d5b62a4380a7c9c91\" tg-width=\"1868\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119009229","content_text":"11月13日，美国证交会披露的文件显示，12日马斯克进一步卖出120万股特斯拉股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票，即1705万股，那么目前马斯克累计售出的股票仅占其承诺的37.1%，还需出售至少1070万股特斯拉股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693958703,"gmtCreate":1639963781031,"gmtModify":1639963781031,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693958703","repostId":"2192901549","repostType":2,"repost":{"id":"2192901549","kind":"news","pubTimestamp":1639949716,"share":"https://www.laohu8.com/m/news/2192901549?lang=&edition=full","pubTime":"2021-12-20 05:35","market":"us","language":"zh","title":"外媒头条：拜登1.75万亿经济支出计划或被推迟审议","url":"https://stock-news.laohu8.com/highlight/detail?id=2192901549","media":"新浪美股","summary":"曼钦投下反对票后，也意味着拜登这项法案大概率将被迫延至明年1月再审议。曼钦称，照现在这样，他是不会支持拜登2万亿美元经济议程的，并表示民主党人在谈判中并未对立法进行任何实际修改。伦敦市宣布进入“重大事件”紧急状态，以协助医院应对奥密克戎毒株的迅速蔓延。在接下来的几周内，CCI 将审查苹果对这些指控的回应，并可能下令进行更广泛调查。据知情人士透露此次交易的金额为 1 亿美元。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议</b>\n</blockquote>\n<blockquote>\n <b>2、英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分</b>\n</blockquote>\n<blockquote>\n <b>4、航空业低迷 <a href=\"https://laohu8.com/S/BA\">波音</a>以1亿美元出售其商用飞机总部</b>\n</blockquote>\n<blockquote>\n <b>5、法国央行预计消失很多年的通胀趋势将“复兴”</b>\n</blockquote>\n<blockquote>\n <b>6、欧洲电力价格因寒流或上涨至创纪录水平</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a08fbcc8a7aefd75b5ea537e9b38c950\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p><b>曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议</b></p>\n<p>美国民主党参议员曼钦明确表示，反对拜登提出的1.75万亿美元“重建美<a href=\"https://laohu8.com/S/TAL\">好未来</a>法案”。</p>\n<p>由于民主党和共和党目前各自掌握参议院的50个席位，在目前没有任何一名共和党参议员支持的情况下，曼钦这一票将能关系到议案能否获得通过。</p>\n<p>曼钦投下反对票后，也意味着拜登这项法案大概率将被迫延至明年1月再审议。该计划的推迟将产生广泛的影响，甚至会影响到明年的中期选举。</p>\n<p>曼钦称，照现在这样，他是不会支持拜登2万亿美元经济议程的，并表示民主党人在谈判中并未对立法进行任何实际修改。</p>\n<p><img src=\"https://static.tigerbbs.com/448795697a75c4cf3d83f1b764a061e1\" tg-width=\"720\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p><b>英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助</b></p>\n<p>据英国《每日电讯报》报道，英国财政大臣苏纳克正在考虑为酒店业和旅游业提供新的刺激措施，以应对由于政府建议减少社交活动而导致的业务下滑。</p>\n<p>到目前为止，英国是欧洲地区奥密克戎疫情最严重的国家。12月18号，英国当局通报，其奥密克戎确认病例已达24968例，较24小时前增加超1万例。伦敦市宣布进入“重大事件”紧急状态，以协助医院应对奥密克戎毒株的迅速蔓延。</p>\n<p>英格兰首席医疗官克里斯·惠蒂日前也警告，英国正面临“相互叠加的”打击，即德尔塔毒株感染病例保持高位的同时，奥密克戎毒株感染病例迅速增长，未来几周可能会不断出现创纪录的疫情数字。</p>\n<p><img src=\"https://static.tigerbbs.com/664e1aa10f1bc96288f58dec4f3ace44\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p><b>苹果寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分</b></p>\n<p>苹果公司已要求印度反垄断监管机构驳回一起指控其滥用市场支配力的案件，辩称在<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>占主导地位的印度市场份额太小。</p>\n<p>此前印度竞争委员会 （CCI） 开始审查有关苹果通过强迫应用程序开发人员使用其专有系统并对其应用程序内购买收取高达30%的佣金从而损害公平竞争。</p>\n<p>苹果在向 CCI 提交的文件中否认了这些指控，并强调其在印度的市场份额“微不足道”“在印度市场并不占主导地位”。苹果反驳称，整个智能手机市场——包括 Android 等可授权系统——反而是应该考虑是否存在垄断的市场。</p>\n<p>在接下来的几周内，CCI 将审查苹果对这些指控的回应，并可能下令进行更广泛调查。</p>\n<p><img src=\"https://static.tigerbbs.com/1890ea724d25f0a549efa4cabb3030c8\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p><b>航空业低迷 波音以1亿美元出售其商用飞机总部</b></p>\n<p>波音公司已完成其位于西雅图郊区的商用飞机总部园区的出售。</p>\n<p>据媒体报道，买方是位于西雅图的私募股权房地产投资公司的子公司 Unico Properties。据知情人士透露此次交易的金额为 1 亿美元。</p>\n<p>Unico 表示，购买该地块是因为它靠近通勤铁路、Southcenter 购物中心和西雅图-塔科马国际机场，可以认为此次交易是作为“以交通为导向的投资”。</p>\n<p>这是波音在新冠肺炎大流行导致的航空业低迷期间为削减成本而进行的一系列房地产撤资中的最新一次。</p>\n<p>除了总部大楼外，该地点还包括另一座大楼，该大楼曾经是波音公司最先进的培训设施和全飞行模拟器的所在地。</p>\n<p><img src=\"https://static.tigerbbs.com/46f214aea7be1a221a68c6c2ddb19d05\" tg-width=\"720\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n<p><b>法国央行预计消失很多年的通胀趋势将“复兴”</b></p>\n<p>法国经济将以非常接近2%的趋势通胀摆脱新冠疫情，而此前，货币当局在全球金融危机以来的十多年中一直未能实现这个目标。</p>\n<p>根据法国央行的最新预测，随着能源价格飙升的影响明年减弱，2023年和2024年的CPI涨幅将稳定在1.5%左右。扣除能源和食品，这个欧元区第二大经济体那两年的核心通胀率将为1.7%，而疫情爆发前的7年在0.7%左右。</p>\n<p>“2023年和2024年的回归正常状态不是重返2013年至2019年的局面，那时候通胀水平太弱，”法国央行行长Francois Villeroy de Galhau在接受采访时表示。</p>\n<p>“相反，我们可能回到更平衡通胀格局，就像2008年金融危机之前一样，欧元区平均通胀率约为2%。”</p>\n<p><img src=\"https://static.tigerbbs.com/e9ba4001e34e963fecd5c406f92d921a\" tg-width=\"720\" tg-height=\"475\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧洲电力价格因寒流或上涨至创纪录水平</b></p>\n<p>欧洲每日电价飙升，因为周一气温偏低，这将提振需求，而法国则停止了更多核反应堆。</p>\n<p>天气变冷、风力减弱和核电中断，再加上非常昂贵的天然气价格，西班牙的每日电价跃升至创纪录水平，而法国电价则升至 2009 年罕见的价格高峰以来的最高水平。由于俄罗斯的供应受阻，价格比年初高出七倍，贸易商正准备迎接即将到来的最寒冷冬季的更高价格。</p>\n<p>据数据模型分析推算，周一大部分时间德国的风电输出低于 5000 兆瓦，而 11 月 30 日创下的记录为 47130 兆瓦。目前欧洲大部分地区的低风速将增加对昂贵天然气和煤炭的依赖。</p>\n<p><a href=\"https://laohu8.com/S/0HBA.UK\">法国电力公司</a>周日中午停止了 Chooz-1 核反应堆，直到 1 月 23 日，这是法国四个最大的反应堆因安全问题延长停工期的一部分，这将阻碍一年中最关键月份的可用容量。</p>","source":"sina_symbol","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>外媒头条：拜登1.75万亿经济支出计划或被推迟审议</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：拜登1.75万亿经济支出计划或被推迟审议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 05:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-20/doc-ikyamrmz0015518.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议\n\n\n2、英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助\n\n\n3、苹果寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分\n\n\n4、航空业低迷 波音以1亿美元出售其商用飞机总部\n\n\n5、法国央行预计消失很多年的通胀趋势将“复兴”\n\n\n6、欧洲电力价格因寒流或上涨至创纪录水平...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-20/doc-ikyamrmz0015518.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/448795697a75c4cf3d83f1b764a061e1","relate_stocks":{"BK4505":"高瓴资本持仓","BK4501":"段永平概念","BK4507":"流媒体概念","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","BK4566":"资本集团","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4559":"巴菲特持仓",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4527":"明星科技股"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-20/doc-ikyamrmz0015518.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192901549","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议\n\n\n2、英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助\n\n\n3、苹果寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分\n\n\n4、航空业低迷 波音以1亿美元出售其商用飞机总部\n\n\n5、法国央行预计消失很多年的通胀趋势将“复兴”\n\n\n6、欧洲电力价格因寒流或上涨至创纪录水平\n\n\n曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议\n美国民主党参议员曼钦明确表示，反对拜登提出的1.75万亿美元“重建美好未来法案”。\n由于民主党和共和党目前各自掌握参议院的50个席位，在目前没有任何一名共和党参议员支持的情况下，曼钦这一票将能关系到议案能否获得通过。\n曼钦投下反对票后，也意味着拜登这项法案大概率将被迫延至明年1月再审议。该计划的推迟将产生广泛的影响，甚至会影响到明年的中期选举。\n曼钦称，照现在这样，他是不会支持拜登2万亿美元经济议程的，并表示民主党人在谈判中并未对立法进行任何实际修改。\n\n英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助\n据英国《每日电讯报》报道，英国财政大臣苏纳克正在考虑为酒店业和旅游业提供新的刺激措施，以应对由于政府建议减少社交活动而导致的业务下滑。\n到目前为止，英国是欧洲地区奥密克戎疫情最严重的国家。12月18号，英国当局通报，其奥密克戎确认病例已达24968例，较24小时前增加超1万例。伦敦市宣布进入“重大事件”紧急状态，以协助医院应对奥密克戎毒株的迅速蔓延。\n英格兰首席医疗官克里斯·惠蒂日前也警告，英国正面临“相互叠加的”打击，即德尔塔毒株感染病例保持高位的同时，奥密克戎毒株感染病例迅速增长，未来几周可能会不断出现创纪录的疫情数字。\n\n苹果寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分\n苹果公司已要求印度反垄断监管机构驳回一起指控其滥用市场支配力的案件，辩称在谷歌占主导地位的印度市场份额太小。\n此前印度竞争委员会 （CCI） 开始审查有关苹果通过强迫应用程序开发人员使用其专有系统并对其应用程序内购买收取高达30%的佣金从而损害公平竞争。\n苹果在向 CCI 提交的文件中否认了这些指控，并强调其在印度的市场份额“微不足道”“在印度市场并不占主导地位”。苹果反驳称，整个智能手机市场——包括 Android 等可授权系统——反而是应该考虑是否存在垄断的市场。\n在接下来的几周内，CCI 将审查苹果对这些指控的回应，并可能下令进行更广泛调查。\n\n航空业低迷 波音以1亿美元出售其商用飞机总部\n波音公司已完成其位于西雅图郊区的商用飞机总部园区的出售。\n据媒体报道，买方是位于西雅图的私募股权房地产投资公司的子公司 Unico Properties。据知情人士透露此次交易的金额为 1 亿美元。\nUnico 表示，购买该地块是因为它靠近通勤铁路、Southcenter 购物中心和西雅图-塔科马国际机场，可以认为此次交易是作为“以交通为导向的投资”。\n这是波音在新冠肺炎大流行导致的航空业低迷期间为削减成本而进行的一系列房地产撤资中的最新一次。\n除了总部大楼外，该地点还包括另一座大楼，该大楼曾经是波音公司最先进的培训设施和全飞行模拟器的所在地。\n\n法国央行预计消失很多年的通胀趋势将“复兴”\n法国经济将以非常接近2%的趋势通胀摆脱新冠疫情，而此前，货币当局在全球金融危机以来的十多年中一直未能实现这个目标。\n根据法国央行的最新预测，随着能源价格飙升的影响明年减弱，2023年和2024年的CPI涨幅将稳定在1.5%左右。扣除能源和食品，这个欧元区第二大经济体那两年的核心通胀率将为1.7%，而疫情爆发前的7年在0.7%左右。\n“2023年和2024年的回归正常状态不是重返2013年至2019年的局面，那时候通胀水平太弱，”法国央行行长Francois Villeroy de Galhau在接受采访时表示。\n“相反，我们可能回到更平衡通胀格局，就像2008年金融危机之前一样，欧元区平均通胀率约为2%。”\n\n欧洲电力价格因寒流或上涨至创纪录水平\n欧洲每日电价飙升，因为周一气温偏低，这将提振需求，而法国则停止了更多核反应堆。\n天气变冷、风力减弱和核电中断，再加上非常昂贵的天然气价格，西班牙的每日电价跃升至创纪录水平，而法国电价则升至 2009 年罕见的价格高峰以来的最高水平。由于俄罗斯的供应受阻，价格比年初高出七倍，贸易商正准备迎接即将到来的最寒冷冬季的更高价格。\n据数据模型分析推算，周一大部分时间德国的风电输出低于 5000 兆瓦，而 11 月 30 日创下的记录为 47130 兆瓦。目前欧洲大部分地区的低风速将增加对昂贵天然气和煤炭的依赖。\n法国电力公司周日中午停止了 Chooz-1 核反应堆，直到 1 月 23 日，这是法国四个最大的反应堆因安全问题延长停工期的一部分，这将阻碍一年中最关键月份的可用容量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600211438,"gmtCreate":1638156113637,"gmtModify":1638156113637,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600211438","repostId":"1105411318","repostType":2,"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601766145,"gmtCreate":1638572384878,"gmtModify":1638572384878,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601766145","repostId":"1193320453","repostType":4,"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845930071,"gmtCreate":1636260802886,"gmtModify":1636260802983,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845930071","repostId":"842667070","repostType":1,"repost":{"id":842667070,"gmtCreate":1636171497987,"gmtModify":1636173051217,"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/841073349\" target=\"_blank\">十月次新股涨幅榜</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3456099603258243\">@阿浦美股</a> 通过对新上市企业的市值增长、投资总额和涨幅反馈等因素的分析，可以更客观的反映出资本市场对于新上市企业的认可度和资金走向。根据涨幅榜反馈可以帮助会员更好的筛选优质企业。 <a href=\"https://laohu8.com/TW/849897595\" target=\"_blank\">【月入一万美元的期权实战策略】给Sell Put加条腿（10月篇）</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a> 有经常看这个系列文章的虎友们都知道我最喜欢的期权策略就是Naked Sell Put（裸卖看跌），有些虎友总是提醒我风险太大了要小心，也有虎友说自己资金有限，如果股价跌下行权价的话接不住的，问这样也能玩这样的期权策略吗？ <a href=\"https://laohu8.com/TW/848044746\" target=\"_blank\">转型元宇宙后的脸书（FB）机会和风险如何，值得买入么？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a>","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/841073349\" target=\"_blank\">十月次新股涨幅榜</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3456099603258243\">@阿浦美股</a> 通过对新上市企业的市值增长、投资总额和涨幅反馈等因素的分析，可以更客观的反映出资本市场对于新上市企业的认可度和资金走向。根据涨幅榜反馈可以帮助会员更好的筛选优质企业。 <a href=\"https://laohu8.com/TW/849897595\" target=\"_blank\">【月入一万美元的期权实战策略】给Sell Put加条腿（10月篇）</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a> 有经常看这个系列文章的虎友们都知道我最喜欢的期权策略就是Naked Sell Put（裸卖看跌），有些虎友总是提醒我风险太大了要小心，也有虎友说自己资金有限，如果股价跌下行权价的话接不住的，问这样也能玩这样的期权策略吗？ <a href=\"https://laohu8.com/TW/848044746\" target=\"_blank\">转型元宇宙后的脸书（FB）机会和风险如何，值得买入么？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a>","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： 十月次新股涨幅榜 发布者：@阿浦美股 通过对新上市企业的市值增长、投资总额和涨幅反馈等因素的分析，可以更客观的反映出资本市场对于新上市企业的认可度和资金走向。根据涨幅榜反馈可以帮助会员更好的筛选优质企业。 【月入一万美元的期权实战策略】给Sell Put加条腿（10月篇） 发布者：@谋定后动 有经常看这个系列文章的虎友们都知道我最喜欢的期权策略就是Naked Sell Put（裸卖看跌），有些虎友总是提醒我风险太大了要小心，也有虎友说自己资金有限，如果股价跌下行权价的话接不住的，问这样也能玩这样的期权策略吗？ 转型元宇宙后的脸书（FB）机会和风险如何，值得买入么？ 发布者：@不二说价值","images":[{"img":"https://static.tigerbbs.com/3b065d76f83c07e1f9ca6a1d61d0be6e","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a0b5ed4a3e46ad2a9417c59c70f69620","width":"1920","height":"991"},{"img":"https://static.tigerbbs.com/75f2ee0f3e92f10ac02eaff46ecfb8c3","width":"1152","height":"2376"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842667070","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843809285,"gmtCreate":1635815616542,"gmtModify":1635815616542,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"So...","listText":"So...","text":"So...","images":[{"img":"https://static.tigerbbs.com/ce64f868a3af1aacb957206329063eb2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843809285","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696080350,"gmtCreate":1640573883374,"gmtModify":1640573883474,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"很好","listText":"很好","text":"很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696080350","repostId":"2194108885","repostType":2,"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601149724,"gmtCreate":1638501227342,"gmtModify":1638501227342,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"Well","listText":"Well","text":"Well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601149724","repostId":"1101718289","repostType":4,"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609055510,"gmtCreate":1638227205855,"gmtModify":1638227206074,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"Well","listText":"Well","text":"Well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609055510","repostId":"1162995780","repostType":2,"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854564493,"gmtCreate":1635468892654,"gmtModify":1635468892734,"author":{"id":"3564764075723095","authorId":"3564764075723095","name":"Milliamwong","avatar":"https://static.tigerbbs.com/e6ba146db8355a27c50dcb12de7c4cc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564764075723095","authorIdStr":"3564764075723095"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854564493","repostId":"855087550","repostType":1,"repost":{"id":855087550,"gmtCreate":1635315015389,"gmtModify":1710138010501,"author":{"id":"3555202755266687","authorId":"3555202755266687","name":"奇奇qiqi","avatar":"https://static.tigerbbs.com/73cd173edad53d3f8d51a2ffa7eeeac8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555202755266687","authorIdStr":"3555202755266687"},"themes":[],"title":"How To Pick An Investing Tool (Part 1/3)","htmlText":"各位好! 如果你有某种内容想要我写，可以留下留言。如果你学到新知识或思维有所改变，可以给我点赞，好评或在你的朋友圈分享给其他人阅读这篇文章。多谢支持！Image by authorSharing some of the more prominent asset classes for investment. This is part one of a three part&nbsp;series.Image from picjumboIf you are a beginner in the world of investing, you will be bombarded with endless financial words such as interest rates, Bitcoins, capital gains, endowment plan, FOMO into stocks etc. Feeling even more confused, not sure how to begin or who to trust right? hahaha 😂Not to worry too much about this. That’s why I have decided to put together a matrix to let you see and understand what is investing all about at the highest level and what are the various tools out there in the market. From here you can pick and choose one that works best for you.If you have not read my previou","listText":"各位好! 如果你有某种内容想要我写，可以留下留言。如果你学到新知识或思维有所改变，可以给我点赞，好评或在你的朋友圈分享给其他人阅读这篇文章。多谢支持！Image by authorSharing some of the more prominent asset classes for investment. This is part one of a three part&nbsp;series.Image from picjumboIf you are a beginner in the world of investing, you will be bombarded with endless financial words such as interest rates, Bitcoins, capital gains, endowment plan, FOMO into stocks etc. Feeling even more confused, not sure how to begin or who to trust right? hahaha 😂Not to worry too much about this. That’s why I have decided to put together a matrix to let you see and understand what is investing all about at the highest level and what are the various tools out there in the market. From here you can pick and choose one that works best for you.If you have not read my previou","text":"各位好! 如果你有某种内容想要我写，可以留下留言。如果你学到新知识或思维有所改变，可以给我点赞，好评或在你的朋友圈分享给其他人阅读这篇文章。多谢支持！Image by authorSharing some of the more prominent asset classes for investment. This is part one of a three part series.Image from picjumboIf you are a beginner in the world of investing, you will be bombarded with endless financial words such as interest rates, Bitcoins, capital gains, endowment plan, FOMO into stocks etc. Feeling even more confused, not sure how to begin or who to trust right? hahaha 😂Not to worry too much about this. That’s why I have decided to put together a matrix to let you see and understand what is investing all about at the highest level and what are the various tools out there in the market. 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