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hosw76
2021-03-27
$DraftKings Inc.(DKNG)$
好
hosw76
2021-04-12
谢谢分享
抱歉,原内容已删除
hosw76
2021-04-09
$Salesforce(CRM)$
赞👍
hosw76
2021-03-27
$Dropbox Inc.(DBX)$
贊
hosw76
2021-04-19
//
@小鹏汽车
: 小鹏汽车“天生智能 探索不止”新闻发布会将于 2021-04-19 09:40开始,欢迎预约并围观! 届时小鹏汽车董事长 CEO,何小鹏先生将与大家分享如何让智能汽车更好地改变我们的出行生活,见证某神秘展品的首次车展亮相,并与大家共同探索未来出行的崭新方式。
抱歉,原内容已删除
hosw76
2021-04-08
谢谢分享
抱歉,原内容已删除
hosw76
2021-04-01
$可口可乐(KO)$
赞
hosw76
2021-04-26
[强]
抱歉,原内容已删除
hosw76
2021-10-15
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@美股投资网:为什么特斯拉总部要离开加州“搬家”去得州?
hosw76
2021-10-12
赞
@美股投资网:视频将为大家刷选出,最近一波回调行情后有哪些热门股出现突破三角旗下和双底形态,有哪些值得抄底?随着参议院两党就将紧急债务上限延长至12月初的协议达成了一致意见,暂时避免了出现前所未有的债务违约情况。首先是中概股行情,其中阿里巴巴 BABA在技术面来看,现在是很标准的量价背离。股价创新低,量能逐渐放大。昨天直接跳空高开,一下子就突破了下行通道,最近底部明显的堆量,大量的抄底资金的入场。如果长线投资者现在可以入场,或者是我们之前几期说过定投的方法,每个月买一点,都是长线投资者较好的交易策略。$阿里巴巴(BABA)$ 因为想要精准抄底难度极大,所以我们可以在低估值区域采用定投的方式降低成本。这样抄到底的概率就很大了!如果我们拉一个巨大的黄金分割,上看207应该是有的。小型的黄金分割,昨天反弹到50%也是合理的压力位,所以最着急的进场点是153.57。短线的话我们看BABA有没有机会回踩146.7的支撑位,这样比较健康,也比较稳妥。现在上方最近的压力就是166.8的缺口位置。最后我们还是要提醒一下,警惕中概股的风险,一定设好止损。消息面上,巴菲特“黄金搭档”、查理·芒格旗下公司Daily Journal Corporation 代号DJCO 的第三季度持仓报告,自7月份以来,阿里股价下跌了近50%之后,芒格重仓阿里,将阿里的持仓数量增加了82%,抄底意图非常明显。文件显示,近期Daily Journal购买了136740股阿里股票,股票总数达到302060股。头寸从3700万美元增加到4500万美元,占其投资组合的19%。芒格一般不轻易对他的投资组合做出改变,所以这次突然大举重仓这家电子商务巨头值得我们关注。Daily Journal也解释了重仓阿里的原因:“公
hosw76
2021-10-11
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@美股投资网:“特斯拉杀手”,电动皮车Rivian要高调上市!
hosw76
2021-06-29
谢谢分享
外媒头条:安联首席经济顾问称美联储低估了通胀
hosw76
2021-05-18
谢谢分享
错判百度,“科技女股神”割肉离场
hosw76
2021-04-11
谢谢分享
“木头姐”心仪的三只股,谁最值得投资者“打Call”?
hosw76
2021-04-08
$美国航空(AAL)$
赞
hosw76
2021-04-06
$喜满客影城(CNK)$
👍
hosw76
2021-04-04
$台积电(TSM)$
赞
hosw76
2021-12-23
这篇文章不错,转发给大家看
@贝拉聊财金: 💰 “圣诞行情” 继续... ?➟ ➠ 通用, Tesla 更新... ➟ ➠ 个人持股:一支“投机股”分析...
hosw76
2021-12-22
这篇文章不错,转发给大家看
@英为财情:耐克财报解读:供应链危机瑕不掩瑜?All in数字未来?
hosw76
2021-12-21
这篇文章不错,转发给大家看
@贝拉聊财金: 高盛反买,别墅靠海??? 高盛:All in ? ➢ ➣ 木头姐: 创新股...进入“深度价值区域”? ➢ ➣ 加息对REITS 的影响...?➢ ➣个人持股,SPG ...
去老虎APP查看更多动态
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\n \n 👇 👇 好消息,好消息来了...➟ ➠ ➡ 😬 圈钱大战: 1000 个 IPO...? ➟ ➠ ➡ ⚡下一个黑天鹅...?\n \n","listText":"👇 👇 好消息,好消息来了...➟ ➠ ➡ 😬 圈钱大战: 1000 个 IPO...? ➟ ➠ ➡ ⚡下一个黑天鹅...?","text":"👇 👇 好消息,好消息来了...➟ ➠ ➡ 😬 圈钱大战: 1000 个 IPO...? ➟ ➠ ➡ ⚡下一个黑天鹅...?","images":[{"img":"https://static.tigerbbs.com/701fab736d07c971226ad9d15f23718a","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698108151","isVote":1,"tweetType":2,"object":{"id":"c2efb8f0cc434534ad8af125285cd66a","tweetId":"698108151","title":"👇 👇 好消息,好消息来了...➟ ➠ ➡ 😬 圈钱大战: 1000 个 IPO...? ➟ ➠ ➡ 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Claus Rally),指的是股市在12月的最后一周到1月的头两个交易日持续上涨,或者说12月最后几周到新年期间的反弹趋势。下图中我们可以非常清晰的看到大部分的圣诞行情都是呈现的上涨趋势。复盘一周走势周一周二两天美股主要股指全线下跌。科技股是美股本周前期走软的主要原因,微软周二跌幅超过3%,科技六龙头MAMATA也抗不住下跌,facebook的母公司Meta,Apple,Microsoft微软,Amazon亚马逊,Tesla和谷歌的母公司Alphabet 是拖累市场平均指数的主要因素。值得大家注意的是,我们也在群里面提过,每年12月15日附近,都是对冲基金清仓一些亏损股票的时候,以起到减税的作用, 所以你会看到很多中小盘的股票大跌,不是因为病毒,而且因为他们清仓了,明年1月,他们会重新建仓。摩根士丹利首席投资官迈克表示:“大型科技股现在开始被抛在一边,这正是2018年发生的情况。”美国劳工部周二发布的数据显示,美国11月份生产者价格指数(PPI)同比上涨9.6%。根据道琼斯的数据,这是美国PPI有记录以来最快增速,也高于经济学家此前预期的9.2%。美国11月份PPI环比上涨0.8%,高于预期的0.5%。PPI数据增强了对美联储明年将收紧货币政策的预期。巴菲特曾说在别人恐惧的时候贪婪。周二在美股收盘之后有一位神秘交易员用6500万美元押注市场将出现一定程度的反弹,并落在一个狭窄的区间内。在交易中,这位投资者买入了大约20,000个与标普500指数相关的看涨期权价差产品,涉及卖出行权价为4750点","listText":"感谢各位周末能抽出时间来看我们的分析文章,本周股市用四个字概括就是“跌宕起伏”,本周美联储对股市影响至深,虽然本周三美联储延续鸽派,继续保持宽松货币政策,但是也就维持了一天的上涨行情,不禁深深的想问一问“圣诞行情”还会来吗?提起圣诞行情,交易者最熟悉的应该是股市上涨效应(Santa Claus Rally),指的是股市在12月的最后一周到1月的头两个交易日持续上涨,或者说12月最后几周到新年期间的反弹趋势。下图中我们可以非常清晰的看到大部分的圣诞行情都是呈现的上涨趋势。复盘一周走势周一周二两天美股主要股指全线下跌。科技股是美股本周前期走软的主要原因,微软周二跌幅超过3%,科技六龙头MAMATA也抗不住下跌,facebook的母公司Meta,Apple,Microsoft微软,Amazon亚马逊,Tesla和谷歌的母公司Alphabet 是拖累市场平均指数的主要因素。值得大家注意的是,我们也在群里面提过,每年12月15日附近,都是对冲基金清仓一些亏损股票的时候,以起到减税的作用, 所以你会看到很多中小盘的股票大跌,不是因为病毒,而且因为他们清仓了,明年1月,他们会重新建仓。摩根士丹利首席投资官迈克表示:“大型科技股现在开始被抛在一边,这正是2018年发生的情况。”美国劳工部周二发布的数据显示,美国11月份生产者价格指数(PPI)同比上涨9.6%。根据道琼斯的数据,这是美国PPI有记录以来最快增速,也高于经济学家此前预期的9.2%。美国11月份PPI环比上涨0.8%,高于预期的0.5%。PPI数据增强了对美联储明年将收紧货币政策的预期。巴菲特曾说在别人恐惧的时候贪婪。周二在美股收盘之后有一位神秘交易员用6500万美元押注市场将出现一定程度的反弹,并落在一个狭窄的区间内。在交易中,这位投资者买入了大约20,000个与标普500指数相关的看涨期权价差产品,涉及卖出行权价为4750点","text":"感谢各位周末能抽出时间来看我们的分析文章,本周股市用四个字概括就是“跌宕起伏”,本周美联储对股市影响至深,虽然本周三美联储延续鸽派,继续保持宽松货币政策,但是也就维持了一天的上涨行情,不禁深深的想问一问“圣诞行情”还会来吗?提起圣诞行情,交易者最熟悉的应该是股市上涨效应(Santa Claus 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正式宣布,特斯拉的总部将从硅谷腹地的帕洛阿尔托,搬到得克萨斯州奥斯汀了。马斯克给出的理由是该公司在加州的发展受到了限制。相对比这两个地方,在加州有已经活跃了数十年的硬件、软件、互联网和前沿科技行业。有着全世界最好的创业土壤。是全球科技创新的名副其实的“首都”。其中<a target=\"_blank\" href=\"https://laohu8.com/S/HPQ\">$惠普(HPQ)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、谷歌、Facebook、PayPal和罗技等在内的科技行业。知名公司,在创业的阶段总部选址都选在帕洛阿尔托,让这座城市呢,有了名副其实的硅谷“腹地”和“福地”。但是无奈硅谷房价很贵,生活成本呢又居高不下,人们很难在这里买得起房子,很多人上班的距离非常远,而得州有着全美较低的住房和生活成本,以及更重要的是得州没有个人所得税和资产增值税,以及商业税率比加州要好很多。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 奥斯汀是极为罕见的“自由派”城市,特斯拉员工对于奥斯汀的接纳程度很高,对于公司来说,在奥斯汀办公,意味着不用像在硅谷那样每天因为跳槽的员工和节节高的薪资而头疼。对于员工来说,生活在得州意味着大房子、前院,后院、农场和泳池,那些在旧金山昂贵的东西,在这里“唾手可得”。特斯拉乃至整个“硅谷”的加州时代似乎很快就要结束了,下一个十年,要看得克萨斯了。","listText":"在美国时间当地10月7日举行的公司股东大会上,CEO伊隆·马斯克 正式宣布,特斯拉的总部将从硅谷腹地的帕洛阿尔托,搬到得克萨斯州奥斯汀了。马斯克给出的理由是该公司在加州的发展受到了限制。相对比这两个地方,在加州有已经活跃了数十年的硬件、软件、互联网和前沿科技行业。有着全世界最好的创业土壤。是全球科技创新的名副其实的“首都”。其中<a target=\"_blank\" href=\"https://laohu8.com/S/HPQ\">$惠普(HPQ)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、谷歌、Facebook、PayPal和罗技等在内的科技行业。知名公司,在创业的阶段总部选址都选在帕洛阿尔托,让这座城市呢,有了名副其实的硅谷“腹地”和“福地”。但是无奈硅谷房价很贵,生活成本呢又居高不下,人们很难在这里买得起房子,很多人上班的距离非常远,而得州有着全美较低的住房和生活成本,以及更重要的是得州没有个人所得税和资产增值税,以及商业税率比加州要好很多。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 奥斯汀是极为罕见的“自由派”城市,特斯拉员工对于奥斯汀的接纳程度很高,对于公司来说,在奥斯汀办公,意味着不用像在硅谷那样每天因为跳槽的员工和节节高的薪资而头疼。对于员工来说,生活在得州意味着大房子、前院,后院、农场和泳池,那些在旧金山昂贵的东西,在这里“唾手可得”。特斯拉乃至整个“硅谷”的加州时代似乎很快就要结束了,下一个十年,要看得克萨斯了。","text":"在美国时间当地10月7日举行的公司股东大会上,CEO伊隆·马斯克 正式宣布,特斯拉的总部将从硅谷腹地的帕洛阿尔托,搬到得克萨斯州奥斯汀了。马斯克给出的理由是该公司在加州的发展受到了限制。相对比这两个地方,在加州有已经活跃了数十年的硬件、软件、互联网和前沿科技行业。有着全世界最好的创业土壤。是全球科技创新的名副其实的“首都”。其中$惠普(HPQ)$ 、$苹果(AAPL)$ 、谷歌、Facebook、PayPal和罗技等在内的科技行业。知名公司,在创业的阶段总部选址都选在帕洛阿尔托,让这座城市呢,有了名副其实的硅谷“腹地”和“福地”。但是无奈硅谷房价很贵,生活成本呢又居高不下,人们很难在这里买得起房子,很多人上班的距离非常远,而得州有着全美较低的住房和生活成本,以及更重要的是得州没有个人所得税和资产增值税,以及商业税率比加州要好很多。$特斯拉(TSLA)$ 奥斯汀是极为罕见的“自由派”城市,特斯拉员工对于奥斯汀的接纳程度很高,对于公司来说,在奥斯汀办公,意味着不用像在硅谷那样每天因为跳槽的员工和节节高的薪资而头疼。对于员工来说,生活在得州意味着大房子、前院,后院、农场和泳池,那些在旧金山昂贵的东西,在这里“唾手可得”。特斯拉乃至整个“硅谷”的加州时代似乎很快就要结束了,下一个十年,要看得克萨斯了。","images":[{"img":"https://static.tigerbbs.com/b4dccfd7072923bca065cefe4f5209d0","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825901413","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826348972,"gmtCreate":1633993865564,"gmtModify":1633993865680,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826348972","repostId":"828261103","repostType":1,"repost":{"id":828261103,"gmtCreate":1633917207619,"gmtModify":1633921855076,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美股回调行情后,有哪些热门股出现突破三角旗下和双底形态值得抄底","htmlText":"\n \n \n 视频将为大家刷选出,最近一波回调行情后有哪些热门股出现突破三角旗下和双底形态,有哪些值得抄底?随着参议院两党就将紧急债务上限延长至12月初的协议达成了一致意见,暂时避免了出现前所未有的债务违约情况。首先是中概股行情,其中阿里巴巴 BABA在技术面来看,现在是很标准的量价背离。股价创新低,量能逐渐放大。昨天直接跳空高开,一下子就突破了下行通道,最近底部明显的堆量,大量的抄底资金的入场。如果长线投资者现在可以入场,或者是我们之前几期说过定投的方法,每个月买一点,都是长线投资者较好的交易策略。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 因为想要精准抄底难度极大,所以我们可以在低估值区域采用定投的方式降低成本。这样抄到底的概率就很大了!如果我们拉一个巨大的黄金分割,上看207应该是有的。小型的黄金分割,昨天反弹到50%也是合理的压力位,所以最着急的进场点是153.57。短线的话我们看BABA有没有机会回踩146.7的支撑位,这样比较健康,也比较稳妥。现在上方最近的压力就是166.8的缺口位置。最后我们还是要提醒一下,警惕中概股的风险,一定设好止损。消息面上,巴菲特“黄金搭档”、查理·芒格旗下公司Daily Journal Corporation 代号DJCO 的第三季度持仓报告,自7月份以来,阿里股价下跌了近50%之后,芒格重仓阿里,将阿里的持仓数量增加了82%,抄底意图非常明显。文件显示,近期Daily Journal购买了136740股阿里股票,股票总数达到302060股。头寸从3700万美元增加到4500万美元,占其投资组合的19%。芒格一般不轻易对他的投资组合做出改变,所以这次突然大举重仓这家电子商务巨头值得我们关注。Daily Journal也解释了重仓阿里的原因:“公\n \n","listText":"视频将为大家刷选出,最近一波回调行情后有哪些热门股出现突破三角旗下和双底形态,有哪些值得抄底?随着参议院两党就将紧急债务上限延长至12月初的协议达成了一致意见,暂时避免了出现前所未有的债务违约情况。首先是中概股行情,其中阿里巴巴 BABA在技术面来看,现在是很标准的量价背离。股价创新低,量能逐渐放大。昨天直接跳空高开,一下子就突破了下行通道,最近底部明显的堆量,大量的抄底资金的入场。如果长线投资者现在可以入场,或者是我们之前几期说过定投的方法,每个月买一点,都是长线投资者较好的交易策略。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 因为想要精准抄底难度极大,所以我们可以在低估值区域采用定投的方式降低成本。这样抄到底的概率就很大了!如果我们拉一个巨大的黄金分割,上看207应该是有的。小型的黄金分割,昨天反弹到50%也是合理的压力位,所以最着急的进场点是153.57。短线的话我们看BABA有没有机会回踩146.7的支撑位,这样比较健康,也比较稳妥。现在上方最近的压力就是166.8的缺口位置。最后我们还是要提醒一下,警惕中概股的风险,一定设好止损。消息面上,巴菲特“黄金搭档”、查理·芒格旗下公司Daily Journal Corporation 代号DJCO 的第三季度持仓报告,自7月份以来,阿里股价下跌了近50%之后,芒格重仓阿里,将阿里的持仓数量增加了82%,抄底意图非常明显。文件显示,近期Daily Journal购买了136740股阿里股票,股票总数达到302060股。头寸从3700万美元增加到4500万美元,占其投资组合的19%。芒格一般不轻易对他的投资组合做出改变,所以这次突然大举重仓这家电子商务巨头值得我们关注。Daily Journal也解释了重仓阿里的原因:“公","text":"视频将为大家刷选出,最近一波回调行情后有哪些热门股出现突破三角旗下和双底形态,有哪些值得抄底?随着参议院两党就将紧急债务上限延长至12月初的协议达成了一致意见,暂时避免了出现前所未有的债务违约情况。首先是中概股行情,其中阿里巴巴 BABA在技术面来看,现在是很标准的量价背离。股价创新低,量能逐渐放大。昨天直接跳空高开,一下子就突破了下行通道,最近底部明显的堆量,大量的抄底资金的入场。如果长线投资者现在可以入场,或者是我们之前几期说过定投的方法,每个月买一点,都是长线投资者较好的交易策略。$阿里巴巴(BABA)$ 因为想要精准抄底难度极大,所以我们可以在低估值区域采用定投的方式降低成本。这样抄到底的概率就很大了!如果我们拉一个巨大的黄金分割,上看207应该是有的。小型的黄金分割,昨天反弹到50%也是合理的压力位,所以最着急的进场点是153.57。短线的话我们看BABA有没有机会回踩146.7的支撑位,这样比较健康,也比较稳妥。现在上方最近的压力就是166.8的缺口位置。最后我们还是要提醒一下,警惕中概股的风险,一定设好止损。消息面上,巴菲特“黄金搭档”、查理·芒格旗下公司Daily Journal Corporation 代号DJCO 的第三季度持仓报告,自7月份以来,阿里股价下跌了近50%之后,芒格重仓阿里,将阿里的持仓数量增加了82%,抄底意图非常明显。文件显示,近期Daily Journal购买了136740股阿里股票,股票总数达到302060股。头寸从3700万美元增加到4500万美元,占其投资组合的19%。芒格一般不轻易对他的投资组合做出改变,所以这次突然大举重仓这家电子商务巨头值得我们关注。Daily Journal也解释了重仓阿里的原因:“公","images":[{"img":"https://static.tigerbbs.com/df7fe032fe89247adb9c576651a36750","width":"688","height":"470"},{"img":"https://static.tigerbbs.com/9316ac04cf097b3056860f95e6e0d2f1","width":"688","height":"443"},{"img":"https://static.tigerbbs.com/04e4001a9b8c5cd1ffb6e6dbbf394d01","width":"688","height":"337"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828261103","isVote":1,"tweetType":2,"object":{"id":"aeee6a1016574dc38a5d696329db9a75","tweetId":"828261103","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/6bfd39473701925925743264445/UhaFhEiCcikA.mp4","poster":"https://static.tigerbbs.com/0279972e5a8dafd82e5bb5bee57a0e7f"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828608525,"gmtCreate":1633907570098,"gmtModify":1633907570098,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828608525","repostId":"821746160","repostType":1,"repost":{"id":821746160,"gmtCreate":1633799953095,"gmtModify":1633939447354,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"“特斯拉杀手”,电动皮车Rivian要高调上市!","htmlText":"Rivian被称为“特斯拉杀手”, <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、福特都是它的支持者。该公司凭借电动皮卡R1T在市场上击败了特斯拉、获得了不俗的评价。电动汽车厂商Rivian Automotive上周五提交了IPO申请,计划在纳斯达克上市,代码为RIVN。承销商包括摩根士丹利、高盛集团及摩根大通。Rivian为亚马逊开发电动汽车,包括商用的送货车。专注于电动卡车以及电动SUV,旗下首款电动皮卡R1T于9月正式装配下线,是目前首个将电动皮卡引入个人消费市场的车企。Rivian的来头不小,不仅与特斯拉相似,而且都拥有一位极具个人魅力的理工男天才CEO,而且自2019年至今已融资105亿美元,此前,公开报道称Rivian拟上市募资至多80亿美元,计划将于第四季度上市,估值或800亿美元。这将成为过去十年美国第四大IPO。Rivian创办于2009年,总部位于加州埃尔文,Rivian一度被称为“ <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 杀手”,亚马逊、福特都是它的支持者。该公司凭借电动皮卡R1T在市场上击败了特斯拉、获得了不俗的评价。而特斯拉的电动皮卡Cybertruck的交付日期已经从今年推迟到了2022年底。Rivian在伊利诺伊州诺莫尔还有一家汽车组装工厂,专注于电动皮卡车Rivian R1T和电动SUV Rivian R1S。其中Rivian R1T于2019年正式亮相,预计2022年上市。近日Rivian正在考虑投资高达50亿美元,在美国的德克萨斯州沃思堡附近建立一家新工厂。该工厂面积为2000英亩,将会在2027年创造至少7500个工作岗位,每年生产","listText":"Rivian被称为“特斯拉杀手”, <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、福特都是它的支持者。该公司凭借电动皮卡R1T在市场上击败了特斯拉、获得了不俗的评价。电动汽车厂商Rivian Automotive上周五提交了IPO申请,计划在纳斯达克上市,代码为RIVN。承销商包括摩根士丹利、高盛集团及摩根大通。Rivian为亚马逊开发电动汽车,包括商用的送货车。专注于电动卡车以及电动SUV,旗下首款电动皮卡R1T于9月正式装配下线,是目前首个将电动皮卡引入个人消费市场的车企。Rivian的来头不小,不仅与特斯拉相似,而且都拥有一位极具个人魅力的理工男天才CEO,而且自2019年至今已融资105亿美元,此前,公开报道称Rivian拟上市募资至多80亿美元,计划将于第四季度上市,估值或800亿美元。这将成为过去十年美国第四大IPO。Rivian创办于2009年,总部位于加州埃尔文,Rivian一度被称为“ <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 杀手”,亚马逊、福特都是它的支持者。该公司凭借电动皮卡R1T在市场上击败了特斯拉、获得了不俗的评价。而特斯拉的电动皮卡Cybertruck的交付日期已经从今年推迟到了2022年底。Rivian在伊利诺伊州诺莫尔还有一家汽车组装工厂,专注于电动皮卡车Rivian R1T和电动SUV Rivian R1S。其中Rivian R1T于2019年正式亮相,预计2022年上市。近日Rivian正在考虑投资高达50亿美元,在美国的德克萨斯州沃思堡附近建立一家新工厂。该工厂面积为2000英亩,将会在2027年创造至少7500个工作岗位,每年生产","text":"Rivian被称为“特斯拉杀手”, $亚马逊(AMZN)$ 、福特都是它的支持者。该公司凭借电动皮卡R1T在市场上击败了特斯拉、获得了不俗的评价。电动汽车厂商Rivian Automotive上周五提交了IPO申请,计划在纳斯达克上市,代码为RIVN。承销商包括摩根士丹利、高盛集团及摩根大通。Rivian为亚马逊开发电动汽车,包括商用的送货车。专注于电动卡车以及电动SUV,旗下首款电动皮卡R1T于9月正式装配下线,是目前首个将电动皮卡引入个人消费市场的车企。Rivian的来头不小,不仅与特斯拉相似,而且都拥有一位极具个人魅力的理工男天才CEO,而且自2019年至今已融资105亿美元,此前,公开报道称Rivian拟上市募资至多80亿美元,计划将于第四季度上市,估值或800亿美元。这将成为过去十年美国第四大IPO。Rivian创办于2009年,总部位于加州埃尔文,Rivian一度被称为“ $特斯拉(TSLA)$ 杀手”,亚马逊、福特都是它的支持者。该公司凭借电动皮卡R1T在市场上击败了特斯拉、获得了不俗的评价。而特斯拉的电动皮卡Cybertruck的交付日期已经从今年推迟到了2022年底。Rivian在伊利诺伊州诺莫尔还有一家汽车组装工厂,专注于电动皮卡车Rivian R1T和电动SUV Rivian R1S。其中Rivian R1T于2019年正式亮相,预计2022年上市。近日Rivian正在考虑投资高达50亿美元,在美国的德克萨斯州沃思堡附近建立一家新工厂。该工厂面积为2000英亩,将会在2027年创造至少7500个工作岗位,每年生产","images":[{"img":"https://static.tigerbbs.com/89193496cceb89a5f355a49bafd8d177","width":"1080","height":"625"},{"img":"https://static.tigerbbs.com/6dbcab8e9c46d9569f722f1243726363","width":"1080","height":"720"},{"img":"https://static.tigerbbs.com/89b766eef82b080d6b3c8d7da3969ed8","width":"1080","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821746160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":20,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150567728,"gmtCreate":1624922234564,"gmtModify":1633947107019,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"谢谢分享","listText":"谢谢分享","text":"谢谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150567728","repostId":"2147837448","repostType":4,"repost":{"id":"2147837448","pubTimestamp":1624916193,"share":"https://www.laohu8.com/m/news/2147837448?lang=&edition=full","pubTime":"2021-06-29 05:36","market":"sh","language":"zh","title":"外媒头条:安联首席经济顾问称美联储低估了通胀","url":"https://stock-news.laohu8.com/highlight/detail?id=2147837448","media":"新浪财经","summary":"但埃里安表示,越来越多的证据表明美联储是错误的。同样,如果美联储进一步介入这一领域,消费者通过银行间竞争获得的好处可能会减少。美国联邦政府和多州政府对Facebook的反垄断诉讼被驳回Facebook Inc.赢得法官支持,联邦政府和多州联盟提起的两个反垄断诉讼遭法官驳回。但对于联邦贸易委员会和各州而言,这项裁决是一个打击。疫情推迟了2020年的iPhone发布,但iPhone 13的生产似乎已恢复正常。这意味着iPhone 13将于今年9月发布,9月底或10初上市。","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、埃里安:美联储低估了通胀 正冒着可能陷入另一场衰退的风险</b>\n</blockquote>\n<blockquote>\n <b>2、投行Stifel:未来4个月美股或出现两位数的回调</b>\n</blockquote>\n<blockquote>\n <b>3、美联储副主席夸尔斯:对创建数字美元表示严重怀疑</b>\n</blockquote>\n<blockquote>\n <b>4、美国前财长鲁宾:美国面临高通胀将持久的“重大风险”</b>\n</blockquote>\n<blockquote>\n <b>5、美国联邦政府和多州政府对<a href=\"https://laohu8.com/S/FB\">Facebook</a>的反垄断诉讼被驳回</b>\n</blockquote>\n<blockquote>\n <b>6、消息称iPhone 13零部件已到货 上市日期应早于iPhone 12</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/6c919f11a4a1a1ea87a5c165a15bcb5b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>埃里安:美联储低估了通胀 正冒着可能陷入另一场衰退的风险</b></p>\n<p>安联首席经济顾问埃里安(Mohamed El-Erian)周一表示,美联储官员们低估了通胀问题,并冒着美国可能陷入另一场衰退的风险。</p>\n<p>美联储官员们坚称,一旦短期供应链瓶颈消除,最近一轮的价格压力就会消退。但埃里安表示,越来越多的证据表明美联储是错误的。</p>\n<p>“我对通胀感到担忧,”他说。“我每天都看到通胀不是暂时性的证据,我担心美联储(对通胀问题反应)落后,可能最后不得不迎头赶上。”</p>\n<p>如果美联储确实陷入这种境地,其可能不得不提前加息或收紧货币政策。</p>\n<p>“通常情况下,(被迫追赶通胀)最终会陷入衰退,因为你必须猛踩刹车,而不是慢慢地将脚从油门上移开,而这正是人们相信会发生的事情,”埃里安说。</p>\n<p><img src=\"https://static.tigerbbs.com/ece6787c033e2d31e468b94f1cf9cf49\" tg-width=\"550\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p>\n<p><b>投行Stifel:未来4个月美股或出现两位数的回调</b></p>\n<p>投行Stifel首席股票策略师Barry Bannister周一表示,从现在到10月底,标普500指数可能会出现高达10%的回调。</p>\n<p>Bannister强调,回调的预测是短期的观点。Bannister认为,回调将在全球货币政策更加鹰派的情况下发生,这将收紧全球金融状况并收缩股票的市盈率倍数。</p>\n<p>“如果如果我们在全球流动性下降的情况下受到美元冲击,那么<a href=\"https://laohu8.com/S/GS\">高盛</a>金融状况指数将收紧,市场市盈率将下降,目前到10月底之间的某个时间市场将经历高达10%的修正,”他说。</p>\n<p><img src=\"https://static.tigerbbs.com/9a2ab0869704d9b315d94d7b91c09018\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美联储副主席夸尔斯:对创建数字美元表示严重怀疑</b></p>\n<p>美联储将于今年夏季发布一份备受期待的关于可能创建数字美元的报告,但美联储负责监管的副主席兰德尔-夸尔斯(Randal Quarles)周一表示,他对这一想法表示严重怀疑。</p>\n<p>夸尔斯对大多数支持央行数字货币(CBDC)的论点表示怀疑。“美联储CBDC的潜在益处尚不清楚,”夸尔斯说,“相反,美联储CBDC可能会带来重大而具体的风险。”</p>\n<p>他提到的不利因素之一是,如果公众能够绕过传统银行而直接从美联储获得数字货币,这将会带来挑战。同样,如果美联储进一步介入这一领域,消费者通过银行间竞争获得的好处可能会减少。</p>\n<p>此外,他担心数字货币系统的安全性难以设计,以及遭受网络攻击的可能性。</p>\n<p><img src=\"https://static.tigerbbs.com/c6bacf814102d4a5691068f88c61dd56\" tg-width=\"550\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国前财长鲁宾:美国面临高通胀将持久的“重大风险”</b></p>\n<p>美国前财长罗伯特·鲁宾表示,存在美国通胀持续高企的“重大风险”,并敦促决策者要小心以避免过热。</p>\n<p>曾在克林顿政府任职的鲁宾还表示,前欧巴马政府顾问拉里·萨默斯就近期物价飙升可能无法消散敲响警钟,是“很好服务于公众”的行为。</p>\n<p>“我们的经济很强劲,”鲁宾周一在线上举行的阿斯彭创意节期间表示。虽然通胀可能只是暂时的,但他说“存在其持久的重大风险。”</p>\n<p>鲁宾表示,“作为一名投资者和一名决策者,我会持谨慎立场。”</p>\n<p>萨默斯在克林顿政府任内接替鲁宾出任财长一职,他今年一直是决策者正冒着通胀失控风险观点的支持者。他认为今年底左右的物价涨幅会“相当接近”于5%。</p>\n<p><img src=\"https://static.tigerbbs.com/89e9a7f841397bc5ade7a1f6a1102b88\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国联邦政府和多州政府对Facebook的反垄断诉讼被驳回</b></p>\n<p>Facebook Inc.赢得法官支持,联邦政府和多州联盟提起的两个反垄断诉讼遭法官驳回。</p>\n<p>美国地区法官James Boasberg周一在华盛顿批准了Facebook的请求,驳回美国联邦贸易委员会和纽约州检察长Letitia James牵头多州检察长在去年提起的诉讼。</p>\n<p>在美国科技巨头广泛遭受打压之际,这项裁决帮助Facebook至少暂时摆脱了对其业务最严重的监管威胁。</p>\n<p>但对于联邦贸易委员会和各州而言,这项裁决是一个打击。他们声称Facebook收购照片共享应用Instagram和短信服务应用WhatsApp以切断新的竞争威胁、保护其垄断地位,违反了反垄断法。</p>\n<p><img src=\"https://static.tigerbbs.com/0cf53baceebb750c62454e6496720c76\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p><b>消息称iPhone 13零部件已到货 上市日期应早于iPhone 12</b></p>\n<p>据报道,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司用于组装新一代iPhone手机(暂称“iPhone 13”)的部分零部件已经到货,这意味着iPhone 13的上市日期将略早于iPhone 12。</p>\n<p>苹果通常在每年的夏初开始接受组装iPhone所需的零部件,今年也不例外。今日,来自供应链厂商的消息称,iPhone 13的无源元件已经到货。无源元件主要指电阻类、电感类和电容类元件,在电路中无需加电源即可在有信号时工作。</p>\n<p>种种迹象表明,苹果的供应链和生产流程已经从2020年的新冠肺炎疫情中恢复。疫情推迟了2020年的iPhone发布,但iPhone 13的生产似乎已恢复正常。这意味着iPhone 13将于今年9月发布,9月底或10初上市。</p>\n<p><a href=\"https://laohu8.com/S/SINA\">新浪</a>合作大平台期货开户 安全快捷有保障</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:安联首席经济顾问称美联储低估了通胀</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外媒头条:安联首席经济顾问称美联储低估了通胀\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 05:36 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-29/doc-ikqcfnca3844502.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、埃里安:美联储低估了通胀 正冒着可能陷入另一场衰退的风险\n\n\n2、投行Stifel:未来4个月美股或出现两位数的回调\n\n\n3、美联储副主席夸尔斯:对创建数字美元表示严重怀疑\n\n\n4、美国前财长鲁宾:美国面临高通胀将持久的“重大风险”\n\n\n5、美国联邦政府和多州政府对Facebook的反垄断诉讼被驳回\n\n\n6、消息称iPhone 13零部件已到货...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-29/doc-ikqcfnca3844502.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/e09a7b30204158feaaaf0f4efc19f31f","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","QQQ":"纳指100ETF","IVV":"标普500指数ETF","UDOW":"道指三倍做多ETF-ProShares","DXD":"道指两倍做空ETF","UPRO":"三倍做多标普500ETF","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","DOG":"道指反向ETF","SDS":"两倍做空标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SH":"标普500反向ETF","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF","OEF":"标普100指数ETF-iShares","SSO":"两倍做多标普500ETF","DDM":"道指两倍做多ETF","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF","QLD":"纳指两倍做多ETF"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-29/doc-ikqcfnca3844502.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147837448","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、埃里安:美联储低估了通胀 正冒着可能陷入另一场衰退的风险\n\n\n2、投行Stifel:未来4个月美股或出现两位数的回调\n\n\n3、美联储副主席夸尔斯:对创建数字美元表示严重怀疑\n\n\n4、美国前财长鲁宾:美国面临高通胀将持久的“重大风险”\n\n\n5、美国联邦政府和多州政府对Facebook的反垄断诉讼被驳回\n\n\n6、消息称iPhone 13零部件已到货 上市日期应早于iPhone 12\n\n\n埃里安:美联储低估了通胀 正冒着可能陷入另一场衰退的风险\n安联首席经济顾问埃里安(Mohamed El-Erian)周一表示,美联储官员们低估了通胀问题,并冒着美国可能陷入另一场衰退的风险。\n美联储官员们坚称,一旦短期供应链瓶颈消除,最近一轮的价格压力就会消退。但埃里安表示,越来越多的证据表明美联储是错误的。\n“我对通胀感到担忧,”他说。“我每天都看到通胀不是暂时性的证据,我担心美联储(对通胀问题反应)落后,可能最后不得不迎头赶上。”\n如果美联储确实陷入这种境地,其可能不得不提前加息或收紧货币政策。\n“通常情况下,(被迫追赶通胀)最终会陷入衰退,因为你必须猛踩刹车,而不是慢慢地将脚从油门上移开,而这正是人们相信会发生的事情,”埃里安说。\n\n投行Stifel:未来4个月美股或出现两位数的回调\n投行Stifel首席股票策略师Barry Bannister周一表示,从现在到10月底,标普500指数可能会出现高达10%的回调。\nBannister强调,回调的预测是短期的观点。Bannister认为,回调将在全球货币政策更加鹰派的情况下发生,这将收紧全球金融状况并收缩股票的市盈率倍数。\n“如果如果我们在全球流动性下降的情况下受到美元冲击,那么高盛金融状况指数将收紧,市场市盈率将下降,目前到10月底之间的某个时间市场将经历高达10%的修正,”他说。\n\n美联储副主席夸尔斯:对创建数字美元表示严重怀疑\n美联储将于今年夏季发布一份备受期待的关于可能创建数字美元的报告,但美联储负责监管的副主席兰德尔-夸尔斯(Randal Quarles)周一表示,他对这一想法表示严重怀疑。\n夸尔斯对大多数支持央行数字货币(CBDC)的论点表示怀疑。“美联储CBDC的潜在益处尚不清楚,”夸尔斯说,“相反,美联储CBDC可能会带来重大而具体的风险。”\n他提到的不利因素之一是,如果公众能够绕过传统银行而直接从美联储获得数字货币,这将会带来挑战。同样,如果美联储进一步介入这一领域,消费者通过银行间竞争获得的好处可能会减少。\n此外,他担心数字货币系统的安全性难以设计,以及遭受网络攻击的可能性。\n\n美国前财长鲁宾:美国面临高通胀将持久的“重大风险”\n美国前财长罗伯特·鲁宾表示,存在美国通胀持续高企的“重大风险”,并敦促决策者要小心以避免过热。\n曾在克林顿政府任职的鲁宾还表示,前欧巴马政府顾问拉里·萨默斯就近期物价飙升可能无法消散敲响警钟,是“很好服务于公众”的行为。\n“我们的经济很强劲,”鲁宾周一在线上举行的阿斯彭创意节期间表示。虽然通胀可能只是暂时的,但他说“存在其持久的重大风险。”\n鲁宾表示,“作为一名投资者和一名决策者,我会持谨慎立场。”\n萨默斯在克林顿政府任内接替鲁宾出任财长一职,他今年一直是决策者正冒着通胀失控风险观点的支持者。他认为今年底左右的物价涨幅会“相当接近”于5%。\n\n美国联邦政府和多州政府对Facebook的反垄断诉讼被驳回\nFacebook Inc.赢得法官支持,联邦政府和多州联盟提起的两个反垄断诉讼遭法官驳回。\n美国地区法官James Boasberg周一在华盛顿批准了Facebook的请求,驳回美国联邦贸易委员会和纽约州检察长Letitia James牵头多州检察长在去年提起的诉讼。\n在美国科技巨头广泛遭受打压之际,这项裁决帮助Facebook至少暂时摆脱了对其业务最严重的监管威胁。\n但对于联邦贸易委员会和各州而言,这项裁决是一个打击。他们声称Facebook收购照片共享应用Instagram和短信服务应用WhatsApp以切断新的竞争威胁、保护其垄断地位,违反了反垄断法。\n\n消息称iPhone 13零部件已到货 上市日期应早于iPhone 12\n据报道,苹果公司用于组装新一代iPhone手机(暂称“iPhone 13”)的部分零部件已经到货,这意味着iPhone 13的上市日期将略早于iPhone 12。\n苹果通常在每年的夏初开始接受组装iPhone所需的零部件,今年也不例外。今日,来自供应链厂商的消息称,iPhone 13的无源元件已经到货。无源元件主要指电阻类、电感类和电容类元件,在电路中无需加电源即可在有信号时工作。\n种种迹象表明,苹果的供应链和生产流程已经从2020年的新冠肺炎疫情中恢复。疫情推迟了2020年的iPhone发布,但iPhone 13的生产似乎已恢复正常。这意味着iPhone 13将于今年9月发布,9月底或10初上市。\n新浪合作大平台期货开户 安全快捷有保障","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195685414,"gmtCreate":1621293074138,"gmtModify":1634192803700,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"谢谢分享","listText":"谢谢分享","text":"谢谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195685414","repostId":"1122263565","repostType":4,"repost":{"id":"1122263565","pubTimestamp":1621310405,"share":"https://www.laohu8.com/m/news/1122263565?lang=&edition=full","pubTime":"2021-05-18 12:00","market":"us","language":"zh","title":"错判百度,“科技女股神”割肉离场","url":"https://stock-news.laohu8.com/highlight/detail?id=1122263565","media":"大摩财经","summary":"从财富指南到选股瘟神,方舟投资(Ark Invest)掌门人、被誉为“女版巴菲特”的凯茜·伍德(Cathie Wood,人称木头姐)只需要一个百度的距离。已经过去的2020年,ARK顺风顺水大放异彩,","content":"<p>从财富指南到选股瘟神,方舟投资(Ark Invest)掌门人、被誉为“女版巴菲特”的凯茜·伍德(Cathie Wood,人称木头姐)只需要一个<a href=\"https://laohu8.com/S/BIDU\">百度</a>的距离。</p><p>已经过去的2020年,ARK顺风顺水大放异彩,这一年,ARK旗下五支主动基金均走出了一条陡峭的上涨曲线。有如此业绩加持,加上ARK的彪悍作风:重仓科技股,非常注重大众传播(不仅在社交媒体上大方公布自身的研究成果,官网还会公开持仓结构,每个交易日更新每个产品的每日持仓细节等),让投资者随便“抄作业”,ARK因此一度成为散户之光,许多人选择跟着它吃肉喝汤。</p><p>ARK发展史中最有名的案例是在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在低位徘徊的时候重仓,并赚得盆满钵满,但对于中国投资者而言,ARK为更多人知还是在其重仓百度以后。</p><p>有投资特斯拉的经典案例在前,市场对于ARK押注百度的做法寄予很高期待,但现实已经证明,女神的光环,并没有那么持久。</p><p><b>ARK与百度的蜜月</b></p><p>ARK与百度的蜜月,是从2020年12月开始的。</p><p>根据ARK的年报披露,其在2020年上半年已经持有部分百度股票(由ARKQ和ARKW两支基金持有),百度被其归入互动媒体和服务板块。</p><p><img src=\"https://static.tigerbbs.com/1dd213524d6c8fbbd530f5a0865e826a\" tg-width=\"550\" tg-height=\"152\" referrerpolicy=\"no-referrer\"></p><p>ARKQ相关持仓数据(数据截至2020年7月31日)</p><p><img src=\"https://static.tigerbbs.com/439388c4c91cc708d8a9f71ff3ccd880\" tg-width=\"550\" tg-height=\"273\" referrerpolicy=\"no-referrer\"></p><p>ARKW相关持仓数据(数据截至2020年7月31日)</p><p>二者关系在12月发生质变:2020年12月10日,ARK旗下专注于投资颠覆性创新上市公司的基金ARKK首次建仓百度,购入17万股百度股票,之后连续分批加仓,到了12月30日,ARKK的百度持仓量飙升至170万股,与此同时,ARK旗下另外一支基金ARKW也开始购入百度股票,自此,ARK旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。</p><p>ARK的加持,让正进入复苏轨道的百度股价直接坐上火箭,跟着ARK买百度成为彼时许多散户的选择。ARK为何有如此大的魔力?</p><p>作为ARK掌门人,出生于1956年的木头姐现已年过六旬,从南加州大学金融经济学专业毕业后,她先后在Capital Research、Jennison Associates、Tupelo Capital 、联博资产工作,一路从助理经济师做到投资长。2013年,她从联博辞职创业,于第二年1月成立了ARK Invest。</p><p>从成立始,ARK Invest就主要聚焦科技领域,投资集中在人工智能、自动驾驶、金融科技、基因测序、<a href=\"https://laohu8.com/S/300024\">机器人</a>、3D 打印六个领域。简单粗暴的说,ARK的喜好其实与过去几年一级市场最热衷的领域是一致的,只是相较一级市场通过早期投资换取后期成长杠杆的策略,面向二级市场会更加考验基金的眼光,当然与风险并存的就是抓住创新公司带来的巨大财富机会。</p><p>这一策略在特斯拉上体现的淋漓尽致:2018年,当特斯拉深陷华尔街做空泥潭导致马斯克计划将特斯拉私有化之际,木头姐发表公开信对特斯拉表示支持。她预计特斯拉股价在未来五年将达到4000美元,特斯拉是资本错配的缩影,当市场明白这一点时,特斯拉的股价会上涨,到时投资者们将会为现在的短视后悔莫及。</p><p>特斯拉股价在2020年一路攀升的结局回应了木头姐之前的预言,在大赚一笔的同时,木头姐及ARK也被送上神坛。</p><p>就是在这样的光环笼罩下,2020年12月,当ARK将目光瞄准已经传出造车传闻的百度,进入2021年之后,ARK仍在持续加仓百度,到1月中旬,ARK旗下基金共持有超270万股百度股票,价值接近6亿美元。在ARK三支旗舰ETF中,百度是ARKQ Autonomous Tech and Robo 自动化基金的第8大持仓,也是ARKK Disruptive Innovation 颠覆式创新基金前15大持仓中唯一中概股。</p><p>如同此前力挺马斯克一样,木头姐竭力对市场推销其押注的公司,在3月份接受<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经采访时,她如此解释重仓百度的原因,“电动车突破续航限制后,自动驾驶是发展的必然。从百度目前来看,它对自动驾驶领域雄心勃勃,而且百度不是一家传统的汽车制造企业,它是做搜索引擎起家的,配合地图导航等等更接近于科技公司,而且它的自动驾驶项目推进非常快。”</p><p>搭上造车东风,又有ARK加仓背书,多重因素助推下,百度的股价一路高歌猛进。</p><p><img src=\"https://static.tigerbbs.com/08cf5979f207e59456de4e4858b4ae65\" tg-width=\"840\" tg-height=\"470\">百度股价走势</p><p>有2020年新造车营造的资本狂欢在前,一个与特斯拉相似的故事似乎已在市场面前徐徐展开。</p><p><b>百度资本局</b></p><p>ARK带头买买买的同时,百度也在紧锣密鼓的谋划自己的资本局。</p><p>造车传闻在市场上撩拨了投资者一个月以后,今年1月11日,百度正式官宣了入场造车的消息,宣布正式组建一家智能汽车公司,以整车制造商的身份进军汽车行业。吉利控股集团将成为新公司的战略合作伙伴。</p><p>百度股价被续上了更充足的燃料,持续走高,一度触及340美元高点,市值突破1200亿美元大关。</p><p>给市场讲出新故事后,赴港二次上市的计划也迅速推进。3月9日晚间,港股披露百度二次上市招股书,3月12日展开招股,3月23日一早登录港交所首日挂牌,跑步上市仅用了短短10个工作日。上市首日,百度高开0.79%,报254港元/股,募资净额236.82亿港元。</p><p>对于百度的前景,多家机构呈现非常乐观的态度,例如<a href=\"https://laohu8.com/S/600030\">中信证券</a>基于SOTP方法为百度估值,给予公司360美元/ADR的目标价以及“买入”评级。<a href=\"https://laohu8.com/S/06030\">中信证券</a>方面认为,百度移动生态估值约600亿美元,百度智能驾驶估值在百亿美元量级,百度云可望达到170-200亿美元量级,同时硬件业务会持续收益5GAIoT红利,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>也有望持续提升运营效率。</p><p>同样对百度持乐观态度的还有中金,其认为Apollo汽车智能化业务板块估值可达258亿美元,给予Robotaxi 281亿美元估值。中金同时认为,Apollo将成为公司未来重要成长引擎和估值切换的最重要依据。对百度给予394.21美元目标价,维持跑赢行业评级。</p><p>美股涨了,港股上了,低迷已久的百度在资本市场一时春风得意。但是细拆百度财报和基本面,以上分析的现实支撑其实非常脆弱。</p><p>2020年,百度业绩并不算亮眼,该年四个季度,百度营收同比变动分别为-7%、-1%、1%、5%,同比下滑或者略有上涨的表现可谓惨淡。</p><p>一方面,百度核心业务(Baidu core,财报对此的解释为搜索服务与交易服务的组合)营收增长缓慢甚至出现负增长。2020年一季度,百度核心业务营收同比下降13%,二季度同比下降3%,三季度缓慢回暖同比上涨2%,四季度同比上涨6%。</p><p>另一方面,百度核心业务依然是百度最大的现金牛,占营收比重超70%,很难让投资者对百度的增长空间产生乐观想象。同时,投入多年的新业务在营收层面乏善可陈。也就是说,新业务带来的实际回报有限,而老业务已经疲态尽显。</p><p>同时被部分分析机构视为百度未来强劲增长引擎的Apollo业务,过去两三年在内部事实上命途多舛,而且模式还面临天然矛盾,即车厂很难将核心领域拱手相让。</p><p>百度股价在2020年三季度逐渐抬头一是得益于大环境——多国政府实施量化宽松政策,中美等地大量散户入市,资本市场资金充沛,助推股市上涨。其二百度2020年前三季度利空出净,核心业务在三季度逐渐复苏,在此背景下,股价长期低迷引发市场做多情绪短期升温,四季度呈现估值修复行情。</p><p>12月曝出的造车消息以及ARK的示范效应助推百度股价一飞冲天,但强心剂的效用毕竟不持久,在触及340美元最高点后,百度股价震荡下行,5月14日已跌破180美元关口,市值回落到600亿美元出头,来到“解放前”。</p><p><b>割肉离场</b></p><p>百度如此萎靡的表现让ARK备受打击。</p><p>根据ARK一季报披露,截至3月31日,ARKQ仓位结构中百度仍旧排第三位,占比5.1%;ARKK仓位结构中百度排第六位,占比3.3%。</p><p><img src=\"https://static.tigerbbs.com/291f85b8c6cfefab3328bc52347bb5bf\" tg-width=\"550\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p><p>ARKQ持仓情况</p><p><img src=\"https://static.tigerbbs.com/5e1e8c500c4972e94bd3629585d2f5c9\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\"></p><p>ARKK持仓情况</p><p>重仓百度对ARKQ的业绩影响十分明显,根据一季报披露,百度是拖累ARKQ业绩表现的第一名。</p><p><img src=\"https://static.tigerbbs.com/05a7b37f1034c4a360f27e6e5181cfb9\" tg-width=\"550\" tg-height=\"131\" referrerpolicy=\"no-referrer\"></p><p>ARK在一季度财报中直言,百度是影响ARKQ一季度业绩表现的最大因素之一,而ARK对百度股价不断下跌的分析是Archegos(前段时间引发市场热议的对冲基金经理Bill Hwang爆仓事件)清算迫使投行抛售,引发市场恐慌;中概股退市风波,以及政府相关动作。</p><p><img src=\"https://static.tigerbbs.com/79b4fcdc4e69320722fcec75f51939dd\" tg-width=\"550\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p>虽然嘴上说百度跌都怪别人不怪百度,但实际行动上ARK果断选择了割肉离场。进入5月,ARK连续几个交易日抛售百度。根据ARK 5月14日披露的信息,目前ARK旗下基金持有的百度股份已经大幅缩减。</p><p><img src=\"https://static.tigerbbs.com/b8ae64033b4c8c31cb7d152fc0b9dd0e\" tg-width=\"550\" tg-height=\"86\" referrerpolicy=\"no-referrer\"></p><p>ARKK持仓</p><p><img src=\"https://static.tigerbbs.com/2e67d821b5f801e33bae8422f9ff1e8f\" tg-width=\"550\" tg-height=\"139\" referrerpolicy=\"no-referrer\"></p><p>ARKQ持仓</p><p><img src=\"https://static.tigerbbs.com/9ba22969a241a393363f89b6ddd3c8b0\" tg-width=\"550\" tg-height=\"115\" referrerpolicy=\"no-referrer\"></p><p>ARKW持仓</p><p>作为ARK旗下的旗舰基金,ARKK持有的百度仓位占比已经降至0.02%,ARK对百度的态度可见一斑。</p><p>在百度上栽的跟头基本反映了ARK2021年的境况,近期随着科技股遭遇重挫,ARK的基金资产规模跌破400亿美元。神话破灭后,虽然ARK及木头姐仍有追随者,但将ARK视作操作指南的情绪已经悄然发生变化。面对ARK入场,许多投资者的态度从“冲啊”变成了“逃啊”。</p><p>潮水褪去之后,百度还是那个百度,但木头姐已经不是那个木头姐了。</p>","source":"lsy1568072423709","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>错判百度,“科技女股神”割肉离场</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错判百度,“科技女股神”割肉离场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 12:00 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-05-17/doc-ikmxzfmm3032293.shtml><strong>大摩财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从财富指南到选股瘟神,方舟投资(Ark Invest)掌门人、被誉为“女版巴菲特”的凯茜·伍德(Cathie Wood,人称木头姐)只需要一个百度的距离。已经过去的2020年,ARK顺风顺水大放异彩,这一年,ARK旗下五支主动基金均走出了一条陡峭的上涨曲线。有如此业绩加持,加上ARK的彪悍作风:重仓科技股,非常注重大众传播(不仅在社交媒体上大方公布自身的研究成果,官网还会公开持仓结构,每个交易日...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-05-17/doc-ikmxzfmm3032293.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/ae9749d6ae014d072e09697e7b2d199a","relate_stocks":{"BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-05-17/doc-ikmxzfmm3032293.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122263565","content_text":"从财富指南到选股瘟神,方舟投资(Ark Invest)掌门人、被誉为“女版巴菲特”的凯茜·伍德(Cathie Wood,人称木头姐)只需要一个百度的距离。已经过去的2020年,ARK顺风顺水大放异彩,这一年,ARK旗下五支主动基金均走出了一条陡峭的上涨曲线。有如此业绩加持,加上ARK的彪悍作风:重仓科技股,非常注重大众传播(不仅在社交媒体上大方公布自身的研究成果,官网还会公开持仓结构,每个交易日更新每个产品的每日持仓细节等),让投资者随便“抄作业”,ARK因此一度成为散户之光,许多人选择跟着它吃肉喝汤。ARK发展史中最有名的案例是在特斯拉股价在低位徘徊的时候重仓,并赚得盆满钵满,但对于中国投资者而言,ARK为更多人知还是在其重仓百度以后。有投资特斯拉的经典案例在前,市场对于ARK押注百度的做法寄予很高期待,但现实已经证明,女神的光环,并没有那么持久。ARK与百度的蜜月ARK与百度的蜜月,是从2020年12月开始的。根据ARK的年报披露,其在2020年上半年已经持有部分百度股票(由ARKQ和ARKW两支基金持有),百度被其归入互动媒体和服务板块。ARKQ相关持仓数据(数据截至2020年7月31日)ARKW相关持仓数据(数据截至2020年7月31日)二者关系在12月发生质变:2020年12月10日,ARK旗下专注于投资颠覆性创新上市公司的基金ARKK首次建仓百度,购入17万股百度股票,之后连续分批加仓,到了12月30日,ARKK的百度持仓量飙升至170万股,与此同时,ARK旗下另外一支基金ARKW也开始购入百度股票,自此,ARK旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。ARK的加持,让正进入复苏轨道的百度股价直接坐上火箭,跟着ARK买百度成为彼时许多散户的选择。ARK为何有如此大的魔力?作为ARK掌门人,出生于1956年的木头姐现已年过六旬,从南加州大学金融经济学专业毕业后,她先后在Capital Research、Jennison Associates、Tupelo Capital 、联博资产工作,一路从助理经济师做到投资长。2013年,她从联博辞职创业,于第二年1月成立了ARK Invest。从成立始,ARK Invest就主要聚焦科技领域,投资集中在人工智能、自动驾驶、金融科技、基因测序、机器人、3D 打印六个领域。简单粗暴的说,ARK的喜好其实与过去几年一级市场最热衷的领域是一致的,只是相较一级市场通过早期投资换取后期成长杠杆的策略,面向二级市场会更加考验基金的眼光,当然与风险并存的就是抓住创新公司带来的巨大财富机会。这一策略在特斯拉上体现的淋漓尽致:2018年,当特斯拉深陷华尔街做空泥潭导致马斯克计划将特斯拉私有化之际,木头姐发表公开信对特斯拉表示支持。她预计特斯拉股价在未来五年将达到4000美元,特斯拉是资本错配的缩影,当市场明白这一点时,特斯拉的股价会上涨,到时投资者们将会为现在的短视后悔莫及。特斯拉股价在2020年一路攀升的结局回应了木头姐之前的预言,在大赚一笔的同时,木头姐及ARK也被送上神坛。就是在这样的光环笼罩下,2020年12月,当ARK将目光瞄准已经传出造车传闻的百度,进入2021年之后,ARK仍在持续加仓百度,到1月中旬,ARK旗下基金共持有超270万股百度股票,价值接近6亿美元。在ARK三支旗舰ETF中,百度是ARKQ Autonomous Tech and Robo 自动化基金的第8大持仓,也是ARKK Disruptive Innovation 颠覆式创新基金前15大持仓中唯一中概股。如同此前力挺马斯克一样,木头姐竭力对市场推销其押注的公司,在3月份接受雅虎财经采访时,她如此解释重仓百度的原因,“电动车突破续航限制后,自动驾驶是发展的必然。从百度目前来看,它对自动驾驶领域雄心勃勃,而且百度不是一家传统的汽车制造企业,它是做搜索引擎起家的,配合地图导航等等更接近于科技公司,而且它的自动驾驶项目推进非常快。”搭上造车东风,又有ARK加仓背书,多重因素助推下,百度的股价一路高歌猛进。百度股价走势有2020年新造车营造的资本狂欢在前,一个与特斯拉相似的故事似乎已在市场面前徐徐展开。百度资本局ARK带头买买买的同时,百度也在紧锣密鼓的谋划自己的资本局。造车传闻在市场上撩拨了投资者一个月以后,今年1月11日,百度正式官宣了入场造车的消息,宣布正式组建一家智能汽车公司,以整车制造商的身份进军汽车行业。吉利控股集团将成为新公司的战略合作伙伴。百度股价被续上了更充足的燃料,持续走高,一度触及340美元高点,市值突破1200亿美元大关。给市场讲出新故事后,赴港二次上市的计划也迅速推进。3月9日晚间,港股披露百度二次上市招股书,3月12日展开招股,3月23日一早登录港交所首日挂牌,跑步上市仅用了短短10个工作日。上市首日,百度高开0.79%,报254港元/股,募资净额236.82亿港元。对于百度的前景,多家机构呈现非常乐观的态度,例如中信证券基于SOTP方法为百度估值,给予公司360美元/ADR的目标价以及“买入”评级。中信证券方面认为,百度移动生态估值约600亿美元,百度智能驾驶估值在百亿美元量级,百度云可望达到170-200亿美元量级,同时硬件业务会持续收益5GAIoT红利,爱奇艺也有望持续提升运营效率。同样对百度持乐观态度的还有中金,其认为Apollo汽车智能化业务板块估值可达258亿美元,给予Robotaxi 281亿美元估值。中金同时认为,Apollo将成为公司未来重要成长引擎和估值切换的最重要依据。对百度给予394.21美元目标价,维持跑赢行业评级。美股涨了,港股上了,低迷已久的百度在资本市场一时春风得意。但是细拆百度财报和基本面,以上分析的现实支撑其实非常脆弱。2020年,百度业绩并不算亮眼,该年四个季度,百度营收同比变动分别为-7%、-1%、1%、5%,同比下滑或者略有上涨的表现可谓惨淡。一方面,百度核心业务(Baidu core,财报对此的解释为搜索服务与交易服务的组合)营收增长缓慢甚至出现负增长。2020年一季度,百度核心业务营收同比下降13%,二季度同比下降3%,三季度缓慢回暖同比上涨2%,四季度同比上涨6%。另一方面,百度核心业务依然是百度最大的现金牛,占营收比重超70%,很难让投资者对百度的增长空间产生乐观想象。同时,投入多年的新业务在营收层面乏善可陈。也就是说,新业务带来的实际回报有限,而老业务已经疲态尽显。同时被部分分析机构视为百度未来强劲增长引擎的Apollo业务,过去两三年在内部事实上命途多舛,而且模式还面临天然矛盾,即车厂很难将核心领域拱手相让。百度股价在2020年三季度逐渐抬头一是得益于大环境——多国政府实施量化宽松政策,中美等地大量散户入市,资本市场资金充沛,助推股市上涨。其二百度2020年前三季度利空出净,核心业务在三季度逐渐复苏,在此背景下,股价长期低迷引发市场做多情绪短期升温,四季度呈现估值修复行情。12月曝出的造车消息以及ARK的示范效应助推百度股价一飞冲天,但强心剂的效用毕竟不持久,在触及340美元最高点后,百度股价震荡下行,5月14日已跌破180美元关口,市值回落到600亿美元出头,来到“解放前”。割肉离场百度如此萎靡的表现让ARK备受打击。根据ARK一季报披露,截至3月31日,ARKQ仓位结构中百度仍旧排第三位,占比5.1%;ARKK仓位结构中百度排第六位,占比3.3%。ARKQ持仓情况ARKK持仓情况重仓百度对ARKQ的业绩影响十分明显,根据一季报披露,百度是拖累ARKQ业绩表现的第一名。ARK在一季度财报中直言,百度是影响ARKQ一季度业绩表现的最大因素之一,而ARK对百度股价不断下跌的分析是Archegos(前段时间引发市场热议的对冲基金经理Bill Hwang爆仓事件)清算迫使投行抛售,引发市场恐慌;中概股退市风波,以及政府相关动作。虽然嘴上说百度跌都怪别人不怪百度,但实际行动上ARK果断选择了割肉离场。进入5月,ARK连续几个交易日抛售百度。根据ARK 5月14日披露的信息,目前ARK旗下基金持有的百度股份已经大幅缩减。ARKK持仓ARKQ持仓ARKW持仓作为ARK旗下的旗舰基金,ARKK持有的百度仓位占比已经降至0.02%,ARK对百度的态度可见一斑。在百度上栽的跟头基本反映了ARK2021年的境况,近期随着科技股遭遇重挫,ARK的基金资产规模跌破400亿美元。神话破灭后,虽然ARK及木头姐仍有追随者,但将ARK视作操作指南的情绪已经悄然发生变化。面对ARK入场,许多投资者的态度从“冲啊”变成了“逃啊”。潮水褪去之后,百度还是那个百度,但木头姐已经不是那个木头姐了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346716686,"gmtCreate":1618112442145,"gmtModify":1634294848073,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"谢谢分享","listText":"谢谢分享","text":"谢谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346716686","repostId":"2126006034","repostType":4,"repost":{"id":"2126006034","weMediaInfo":{"introduction":"美股研究社,一个专注研究美股的平台,专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司;想获得一手美股重磅信息;想加入美股交流社群,敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1618049504,"share":"https://www.laohu8.com/m/news/2126006034?lang=&edition=full","pubTime":"2021-04-10 18:11","market":"us","language":"zh","title":"“木头姐”心仪的三只股,谁最值得投资者“打Call”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2126006034","media":"美股研究社","summary":"下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。","content":"<p>即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。</p><p>然而,股市回调为其他投资者提供了巨大的机会,让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。</p><p><b>Sea Limite(SE.US)</b></p><p>Sea Limited 在Wood的<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。</p><p>当然,该公司在3月初宣布了第四季度的大幅亏损。然而,该股的下跌更多地与投资者从成长型股票中撤出有关,而不是与Sea的基础业务有关。实际上,公司的业务正在蓬勃发展。</p><p>Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满,《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。</p><p>然而,我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位,并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。</p><p>我希望Sea的底线会有所改善,并且我希望它的股价能很好地反弹。</p><p><b>Square(SQ.US)</b></p><p>Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>持有的最大股票,也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。</p><p>与Sea Limited的情况一样,Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响,但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。</p><p>与此同时,Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度,现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用,Square应该能够实现更大的增长。</p><p>今年3月,随着Square金融服务部门开始银行业务,该公司实现了一个重要的里程碑。在联邦特许银行的保护下,Square将能够为其商业客户提供更多的金融服务。随着时间的推移,这家金融科技巨头可能会扩大其银行服务。</p><p>从很多方面来看,Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。</p><p><b>Teladoc Health(TDOC.US)</b></p><p>在<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>持股最多的公司中,Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓,在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票,但其股价已从2月份的高点下跌了近40%。</p><p>机构投资者将资金从成长型股票上转移,是Teladoc表现不佳的一个原因。然而,该公司也预计2021年第四季度的收入增长将放缓。此外,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>宣布计划于今年夏天进军远程医疗市场。</p><p>对于这一切,我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测,疫情结束后,美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。</p><p>我认为,毫无疑问,这是一个足够大的市场,足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上),以及产品和服务的范围,使公司具有坚实的竞争优势。</p><p>2020年,由于大流行,远程医疗需求前所未有地激增,收入增长将有所放缓,这是完全可以理解的。而从长远来看,Teladoc应该能够持续强劲增长。</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>“木头姐”心仪的三只股,谁最值得投资者“打Call”?</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“木头姐”心仪的三只股,谁最值得投资者“打Call”?\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/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-04-10 18:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。</p><p>然而,股市回调为其他投资者提供了巨大的机会,让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。</p><p><b>Sea Limite(SE.US)</b></p><p>Sea Limited 在Wood的<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。</p><p>当然,该公司在3月初宣布了第四季度的大幅亏损。然而,该股的下跌更多地与投资者从成长型股票中撤出有关,而不是与Sea的基础业务有关。实际上,公司的业务正在蓬勃发展。</p><p>Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满,《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。</p><p>然而,我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位,并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。</p><p>我希望Sea的底线会有所改善,并且我希望它的股价能很好地反弹。</p><p><b>Square(SQ.US)</b></p><p>Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>持有的最大股票,也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。</p><p>与Sea Limited的情况一样,Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响,但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。</p><p>与此同时,Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度,现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用,Square应该能够实现更大的增长。</p><p>今年3月,随着Square金融服务部门开始银行业务,该公司实现了一个重要的里程碑。在联邦特许银行的保护下,Square将能够为其商业客户提供更多的金融服务。随着时间的推移,这家金融科技巨头可能会扩大其银行服务。</p><p>从很多方面来看,Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。</p><p><b>Teladoc Health(TDOC.US)</b></p><p>在<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>持股最多的公司中,Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓,在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票,但其股价已从2月份的高点下跌了近40%。</p><p>机构投资者将资金从成长型股票上转移,是Teladoc表现不佳的一个原因。然而,该公司也预计2021年第四季度的收入增长将放缓。此外,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>宣布计划于今年夏天进军远程医疗市场。</p><p>对于这一切,我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测,疫情结束后,美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。</p><p>我认为,毫无疑问,这是一个足够大的市场,足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上),以及产品和服务的范围,使公司具有坚实的竞争优势。</p><p>2020年,由于大流行,远程医疗需求前所未有地激增,收入增长将有所放缓,这是完全可以理解的。而从长远来看,Teladoc应该能够持续强劲增长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://gimg2.baidu.com/image_search/src=http%3A%2F%2Finews.gtimg.com%2Fnewsapp_bt%2F0%2F13178222039%2F641&refer=http%3A%2F%2Finews.gtimg.com&app=2002&size=f9999,10000&q=a80&n=0&g=0n&fmt=jpeg?sec=1619929481&t=d215d79061ca1426fcf3fc9ef6561e9f","relate_stocks":{"SE":"Sea Ltd","SQ":"Block","ARKK":"ARK Innovation ETF","TDOC":"Teladoc Health Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126006034","content_text":"即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。然而,股市回调为其他投资者提供了巨大的机会,让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。Sea Limite(SE.US)Sea Limited 在Wood的ARK Fintech Innovation ETF中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。当然,该公司在3月初宣布了第四季度的大幅亏损。然而,该股的下跌更多地与投资者从成长型股票中撤出有关,而不是与Sea的基础业务有关。实际上,公司的业务正在蓬勃发展。Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满,《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。然而,我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位,并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。我希望Sea的底线会有所改善,并且我希望它的股价能很好地反弹。Square(SQ.US)Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是ARK Fintech Innovation ETF持有的最大股票,也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。与Sea Limited的情况一样,Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响,但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。与此同时,Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度,现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用,Square应该能够实现更大的增长。今年3月,随着Square金融服务部门开始银行业务,该公司实现了一个重要的里程碑。在联邦特许银行的保护下,Square将能够为其商业客户提供更多的金融服务。随着时间的推移,这家金融科技巨头可能会扩大其银行服务。从很多方面来看,Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。Teladoc Health(TDOC.US)在ARK Innovation ETF持股最多的公司中,Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓,在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票,但其股价已从2月份的高点下跌了近40%。机构投资者将资金从成长型股票上转移,是Teladoc表现不佳的一个原因。然而,该公司也预计2021年第四季度的收入增长将放缓。此外,亚马逊宣布计划于今年夏天进军远程医疗市场。对于这一切,我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测,疫情结束后,美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。我认为,毫无疑问,这是一个足够大的市场,足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上),以及产品和服务的范围,使公司具有坚实的竞争优势。2020年,由于大流行,远程医疗需求前所未有地激增,收入增长将有所放缓,这是完全可以理解的。而从长远来看,Teladoc应该能够持续强劲增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348123095,"gmtCreate":1617895036817,"gmtModify":1631886970865,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://static.tigerbbs.com/c70d7f0c9b6e4e3a4bba3c2631b52536","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>赞","listText":"<a 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in数字未来?","htmlText":"随着新冠的新变种病毒Omicron在全球范围内掀起一轮新的疫情危机,许多国家在年底假期之前都保持高度警戒状态——韩国、荷兰、德国和爱尔兰等国最近几天都重新实施了部分或全面封锁举措,或其他社交距离限制措施。 而新的疫情也对金融市场造成了较大的冲击,市场担心这可能会影响全球经济的复苏步伐。华尔街股市周一受挫,原油也因投资者担心燃料需求前景而大跌。 在假期到来之前,本周有几家华尔街青睐的大型公司会发布财报,通过这些公司的最新财务数据和前景展望,投资者或许可以窥探一二——耐克作为零售行业巨头之一,其数据或许具有参考意义。 全球运动服饰零售巨头耐克 (NYSE:NKE)周一收盘后发布了二季度的业绩报告,虽然供应链仍然是较大问题,但公司的收益和销售额双双超过了分析师的预期。 因此,耐克的股票在昨天的盘后交易时段上涨逾3%。 (耐克日线图来自英为财情Investing.com) 根据数据来看,公司二季度获益13.4亿美元,每股盈利为0.83美元,高于去年同期的0.78美元水平,也超出了分析师预期的0.63美元水平。而在营收方面,公司的收入达到了113.6亿美元,去年同期为112.4亿美元,市场此前预期为112.5亿美元。 关注点一:北美市场增速最大,中国市场受挫何时恢复? 分地区来看,北美市场仍是耐克的最大市场,收入增长了12%,这也是所有地区中最大的增幅。另外,欧洲、中东和非洲地区的收入增长了约6%;大中华区的销售额同比下降了约20%;亚太和拉丁美洲市场同比下降了约8%。 其中,中国和亚洲地区收入下降,和新冠相关的工厂关闭相关——公司此前表示,其在越南的生产进度受阻,因该国家的新冠病例激增,迫使工厂关闭,并增加了货物运输成本和工人工资。 不过,耐克首席财务官Matthew Friend表示,越南的工厂现在基本已经都开工了,产量已经恢复到了关闭前水平的80%左右。公司越来越相信,全","listText":"随着新冠的新变种病毒Omicron在全球范围内掀起一轮新的疫情危机,许多国家在年底假期之前都保持高度警戒状态——韩国、荷兰、德国和爱尔兰等国最近几天都重新实施了部分或全面封锁举措,或其他社交距离限制措施。 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