Joey8的个人主页 - 老虎社区

Joey8

Joey8

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2021-10-26

[弱] [弱] [弱]

特斯拉市值首破万亿！垃圾级评级第一家、车企第一家

2021-10-25

🤥👎🏻💩

抱歉，原内容已删除

2021-10-21

做戏是疯子看戏是傻子……

特斯拉Q3“闪耀”，华尔街目标价在250-1500美元不等

2021-10-21

垃圾

【异动】绩后被机构看多，特斯拉涨近3%

2021-10-19

$特斯拉(TSLA)$🙄🤥🤮

2021-02-25

每天都有新闻。

传特斯拉美国工厂部分生产线停工，有工人被遣送回家

2021-02-25

一直讲烦不烦啊？马上爆不是好咯。

美股真正的泡沫：两类科技股两年内可能跌40%

2021-02-25

黑莓也许是黑马？

黑莓止跌反弹：业绩改善赶不上股价反弹速度

2021-02-25

最后炒越高越好。

抱歉，原内容已删除

2021-02-25

好啊。再跌一跌才可以买更多啊。

抱歉，原内容已删除

2021-02-25

最好阻止企业接受数字货币交易那就没法涨啦。

抱歉，原内容已删除

2021-02-25

讲几句那么有威力啊？

抱歉，原内容已删除

2021-02-22

人人照车？

百度证实前摩拜联合创始人夏一平出任百度造车公司CEO

2021-02-20

看不懂呢。

抱歉，原内容已删除

2021-02-20

飞了

抱歉，原内容已删除

2021-02-20

飞了

抱歉，原内容已删除

2021-02-20

苹果好

抱歉，原内容已删除

2021-02-20

发现入场机会却没有把握住[流泪]

抱歉，原内容已删除

2021-02-20

卖太少了😹

抱歉，原内容已删除

2021-02-10

有本事跌至$0.01 送你。

“散户抱团股”热情消散游戏驿站周二再跌16%

去老虎APP查看更多动态

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[弱] [弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856707429","repostId":"2178473569","repostType":2,"repost":{"id":"2178473569","kind":"highlight","pubTimestamp":1635204269,"share":"https://www.laohu8.com/m/news/2178473569?lang=&edition=full","pubTime":"2021-10-26 07:24","market":"hk","language":"zh","title":"特斯拉市值首破万亿！垃圾级评级第一家、车企第一家","url":"https://stock-news.laohu8.com/highlight/detail?id=2178473569","media":"华尔街见闻","summary":"受多重利好，摩根士丹利将特斯拉的目标价格上调了三分之一，从每股 900 美元上调至1,200美元，马斯克的个人财富也跃升了近 290 亿美元至2810亿美元。","content":"<p>华尔街见闻此前介绍过，<a href=\"https://laohu8.com/S/HTZ\">赫兹</a> Hertz 计划在 2022 年底前订购 10 万辆汽车以建立其电动汽车租赁车队，这笔交易将为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>带来 42 亿美元的收入，是有史以来最大的电动汽车采购。特斯拉周一市值突破 1 万亿美元。</p>\n<p>特斯拉刷新盘中历史高位至1036.99美元，日内涨幅超过12%，本日收于1,024.86 美元，涨幅12.66%。</p>\n<p>于此同时，马斯克大约三分之二的净资产直接与这家电动汽车公司的股票和期权挂钩，其个人财富也跃升了近 290 亿美元至2810亿美元。根据彭博指数，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司的杰夫·贝索斯以 1930 亿美元排名第二。<img src=\"https://static.tigerbbs.com/5c0f9a3c6e5f1f81c1dfe40c6b5cc51a\" tg-width=\"856\" tg-height=\"609\" referrerpolicy=\"no-referrer\"><b>强劲的欧洲销量</b>和<b>看涨的分析师电话</b>进一步提振了特斯拉的股价。</p>\n<p>Jato Dynamics 表示，特斯拉的 Model 3 电动轿车成为 9 月份欧洲新车销量第一的全电动汽车。这些汽车计划在未来 14 个月内交付，最早将于 11 月向美国和欧洲部分地区的客户提供。</p>\n<p>特斯拉销量上周创下历史新高，超过华尔街预期，连续第九个季度实现盈利，因为这家拥有 18 年历史的电动汽车制造商的表现优于竞争对手。</p>\n<p>同时，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的亚当·乔纳斯 Adam Jonas 周日将特斯拉的目标价格上调33%，从每股 900 美元上调至 1,200 美元。乔纳斯在重申增持评级时表示，该公司在利润率方面已跻身顶级制造商之列。</p>\n<blockquote>\n 该公司克服了前所未有的行业供应短缺，实现了“非凡”的销售增长。特斯拉第三季度的销量猛增了约 70%，尽管全球汽车产量下降了约五分之一。\n</blockquote>\n<p><b>突破一万亿美元的特斯拉，债务评级上调但仍为垃圾级</b></p>\n<p>随着全球消费者转向电动汽车，特斯拉股价一直在上涨，早些时候触及 998.74 美元的历史新高，上涨 9.8%，创下 3 月 9 日以来的最佳盘中表现。这推动该公司市值超过 1 万亿美元。截至 10 月 21 日，已发行股票约为 10 亿股。</p>\n<p>彭博资讯信用分析师乔尔·莱文顿 Joel Levington 表示：“1 万亿美元大关让特斯拉债权人为垃圾级发行人提供了前所未有的股权缓冲。”</p>\n<p>估值里程碑是在标准普尔全球评级周五将特斯拉的长期评级从 BB 上调至 BB+ 之后，上调后仍为垃圾级。该评级机构表示，预计该公司的交付量和收益将在未来几个季度保持强劲。</p>\n<p>“标准普尔最近对特斯拉的升级让这家汽车制造商敲开了高级别的大门，我们预计该公司将在未来 12 个月内过渡到投资级，为进一步提供金融产品开辟了潜力。”</p>\n<p><b>特斯拉在期权市场遥遥领先其他蓝筹科技股</b></p>\n<p>于此同时，特斯拉在期权市场上遥遥领先于其他超高市值科技股，特斯拉占据前九个交易最多的期权中的八席。</p>\n<p>在本周报告的五家科技巨头中，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>周五到期的 150 美元看涨期权是最活跃的期权行权，交易量超过 46,000 份合约。</p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a> 12 月的 270 美元看跌期权是这家社交媒体巨头最活跃的，交易了超过 27,000 份合约。</p>\n<p>特斯拉股价 4.3% 的预期波动是第二大的。</p>\n<p>预计<a href=\"https://laohu8.com/S/MSFT\">微软</a>的变动幅度最小，平均为 2.9%。在过去的八份收益报告中，它平均上涨了 2.3%。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉市值首破万亿！垃圾级评级第一家、车企第一家</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特斯拉市值首破万亿！垃圾级评级第一家、车企第一家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 07:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3643247><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街见闻此前介绍过，赫兹 Hertz 计划在 2022 年底前订购 10 万辆汽车以建立其电动汽车租赁车队，这笔交易将为特斯拉带来 42 亿美元的收入，是有史以来最大的电动汽车采购。特斯拉周一市值突破 1 万亿美元。\n特斯拉刷新盘中历史高位至1036.99美元，日内涨幅超过12%，本日收于1,024.86 美元，涨幅12.66%。\n于此同时，马斯克大约三分之二的净资产直接与这家电动汽车公司的股票...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3643247\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3643247","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178473569","content_text":"华尔街见闻此前介绍过，赫兹 Hertz 计划在 2022 年底前订购 10 万辆汽车以建立其电动汽车租赁车队，这笔交易将为特斯拉带来 42 亿美元的收入，是有史以来最大的电动汽车采购。特斯拉周一市值突破 1 万亿美元。\n特斯拉刷新盘中历史高位至1036.99美元，日内涨幅超过12%，本日收于1,024.86 美元，涨幅12.66%。\n于此同时，马斯克大约三分之二的净资产直接与这家电动汽车公司的股票和期权挂钩，其个人财富也跃升了近 290 亿美元至2810亿美元。根据彭博指数，亚马逊公司的杰夫·贝索斯以 1930 亿美元排名第二。强劲的欧洲销量和看涨的分析师电话进一步提振了特斯拉的股价。\nJato Dynamics 表示，特斯拉的 Model 3 电动轿车成为 9 月份欧洲新车销量第一的全电动汽车。这些汽车计划在未来 14 个月内交付，最早将于 11 月向美国和欧洲部分地区的客户提供。\n特斯拉销量上周创下历史新高，超过华尔街预期，连续第九个季度实现盈利，因为这家拥有 18 年历史的电动汽车制造商的表现优于竞争对手。\n同时，摩根士丹利的亚当·乔纳斯 Adam Jonas 周日将特斯拉的目标价格上调33%，从每股 900 美元上调至 1,200 美元。乔纳斯在重申增持评级时表示，该公司在利润率方面已跻身顶级制造商之列。\n\n 该公司克服了前所未有的行业供应短缺，实现了“非凡”的销售增长。特斯拉第三季度的销量猛增了约 70%，尽管全球汽车产量下降了约五分之一。\n\n突破一万亿美元的特斯拉，债务评级上调但仍为垃圾级\n随着全球消费者转向电动汽车，特斯拉股价一直在上涨，早些时候触及 998.74 美元的历史新高，上涨 9.8%，创下 3 月 9 日以来的最佳盘中表现。这推动该公司市值超过 1 万亿美元。截至 10 月 21 日，已发行股票约为 10 亿股。\n彭博资讯信用分析师乔尔·莱文顿 Joel Levington 表示：“1 万亿美元大关让特斯拉债权人为垃圾级发行人提供了前所未有的股权缓冲。”\n估值里程碑是在标准普尔全球评级周五将特斯拉的长期评级从 BB 上调至 BB+ 之后，上调后仍为垃圾级。该评级机构表示，预计该公司的交付量和收益将在未来几个季度保持强劲。\n“标准普尔最近对特斯拉的升级让这家汽车制造商敲开了高级别的大门，我们预计该公司将在未来 12 个月内过渡到投资级，为进一步提供金融产品开辟了潜力。”\n特斯拉在期权市场遥遥领先其他蓝筹科技股\n于此同时，特斯拉在期权市场上遥遥领先于其他超高市值科技股，特斯拉占据前九个交易最多的期权中的八席。\n在本周报告的五家科技巨头中，苹果周五到期的 150 美元看涨期权是最活跃的期权行权，交易量超过 46,000 份合约。\nFacebook 12 月的 270 美元看跌期权是这家社交媒体巨头最活跃的，交易了超过 27,000 份合约。\n特斯拉股价 4.3% 的预期波动是第二大的。\n预计微软的变动幅度最小，平均为 2.9%。在过去的八份收益报告中，它平均上涨了 2.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858709245,"gmtCreate":1635120191050,"gmtModify":1635120191201,"author":{"id":"3567064173375781","authorId":"3567064173375781","name":"Joey8","avatar":"https://static.tigerbbs.com/095a77910758c6164f795a714097afd8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567064173375781","authorIdStr":"3567064173375781"},"themes":[],"htmlText":"🤥👎🏻💩","listText":"🤥👎🏻💩","text":"🤥👎🏻💩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858709245","repostId":"2178449151","repostType":2,"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853430489,"gmtCreate":1634828139746,"gmtModify":1634867830191,"author":{"id":"3567064173375781","authorId":"3567064173375781","name":"Joey8","avatar":"https://static.tigerbbs.com/095a77910758c6164f795a714097afd8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567064173375781","authorIdStr":"3567064173375781"},"themes":[],"htmlText":"做戏是疯子看戏是傻子……","listText":"做戏是疯子看戏是傻子……","text":"做戏是疯子看戏是傻子……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853430489","repostId":"1198621269","repostType":4,"repost":{"id":"1198621269","kind":"news","pubTimestamp":1634825531,"share":"https://www.laohu8.com/m/news/1198621269?lang=&edition=full","pubTime":"2021-10-21 22:12","market":"us","language":"zh","title":"特斯拉Q3“闪耀”，华尔街目标价在250-1500美元不等","url":"https://stock-news.laohu8.com/highlight/detail?id=1198621269","media":"智通财经网","summary":"北京时间10月21日，特斯拉公布了第三季度财报，其中，该公司营收和净利润均创下历史新高。财报公布后，众多投行都称赞了特斯拉强劲的季度业绩，并纷纷上调目标价，牛市情景下，最高看至1500美元。不过，尽管","content":"<p>北京时间10月21日，特斯拉公布了第三季度财报，其中，该公司营收和净利润均创下历史新高。财报公布后，众多投行都称赞了特斯拉强劲的季度业绩，并纷纷上调目标价，牛市情景下，最高看至1500美元。不过，尽管如此，依然有部分大行对特斯拉估值、未来前景等方面表示担忧，目标价最低看至250美元。</p>\n<p><b>以下是财报公布后的部分投行观点：</b></p>\n<p><b>摩根士丹利分析师Adam Jonas维持特拉斯“增持”评级，目标价900美元。</b>该分析师称，特斯拉三季度EBITDA利润率达到23.3%、年化EBITDA接近130亿美元“令人惊讶”。他表示，上海工厂和Model Y对公司的“利润率表现显然是积极的，”并怀疑道，如果排除与供应限制相关的一系列成本，在上海生产的Model Y的增量毛利率很可能将轻易超过40%。</p>\n<p><b>Wedbush分析师Daniel Ives将特斯拉目标价由1000美元上调至1100美元，维持“跑赢大市”评级。</b>该分析师指出，特斯拉取得了“稳健”的业绩，与预期一致，而利润率“超出了市场预期”，说明了特斯拉利润率的增长故事仍在继续。另外，该公司EBITDA接近130亿美元，Ives认为，鉴于该公司仍处于建设全球电动汽车护城河的早期阶段，这是一个“惊人的数字”。因此，该分析师予以特斯拉的长期牛市目标价为1500美元，此前为1300美元。</p>\n<p><b>Piper Sandler分析师Alexander Potter重申对特斯拉的“增持”评级，目标价为1200美元</b>，并称特斯拉“公布了有史以来最好的季度业绩”。另外，Potter在报告中强调，不包括监管信贷收入在内的汽车毛利率接近29%，较第二季度高出300个基点。最后，该分析师解释道，该股在公布业绩后表现平平，可能是由于近几周表现相当出色。</p>\n<p><b>美国银行分析师John Murphy将特斯拉目标价由900美元上调至1000美元，维持“中性”评级</b>。Murphy指出，尽管该公司继续表现出执行力，但他担心，特斯拉的股价可能“已经达到了完美的价格水平(或至少是出现了夸张的增长)”，因此，业绩超出预期可能不足以让看涨者逐渐变得乐观。</p>\n<p><b>摩根大通分析师Ryan Brinkman将特斯拉的目标价由215美元上调至250美元，维持“减持”评级</b>。另外，在特斯拉公布第三季度业绩后，该分析师上调了对特斯拉的预期：预计2024年的每股收益为10美元，2025年为11美元。Brinkman在报告中称，该股目前超过8000亿美元的估值“仍然具有挑战性”， 并且，特斯拉首席财务官Zachary Kirkhorn在周三的电话中提到，公司长期交付目标是每年2000万辆，该分析认为这是一个极端情景。最后，该分析师补充道，目标价上调反映的是特斯拉“更强劲的利润趋势和对2025年的预期。”</p>\n<p><b>Bernstein分析师Toni Sacconaghi维持“跑输大市”评级，目标价为300美元。</b>他指出，特斯拉第三季度的业绩体现了强劲的汽车毛利率和公司盈利能力。他还补充道，需求非常积极，与特斯拉所有车辆的交付周期都在增加一致。这位分析师还承认，特斯拉本季度在应对供应链挑战方面做出了“堪称楷模的工作”，该公司的产能接近其规定的工厂产能的95%。此外，Sacconaghi认为，持续的运营杠杆可能有助于提高2022年的利润率。从长远来看，他认为，低价产品和增量竞争将抵消制造成本降低和FSD附加带来的好处，但如果特斯拉能在其他公司之前将FSD商业化，它可能会“赚得更多”。不过，该分析师认为，由于CyberTruck似乎被推迟到了2023年，特斯拉在2022财年的销量增长50%并非易事。</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Q3“闪耀”，华尔街目标价在250-1500美元不等</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特斯拉Q3“闪耀”，华尔街目标价在250-1500美元不等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-21 22:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/579441.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间10月21日，特斯拉公布了第三季度财报，其中，该公司营收和净利润均创下历史新高。财报公布后，众多投行都称赞了特斯拉强劲的季度业绩，并纷纷上调目标价，牛市情景下，最高看至1500美元。不过，尽管如此，依然有部分大行对特斯拉估值、未来前景等方面表示担忧，目标价最低看至250美元。\n以下是财报公布后的部分投行观点：\n摩根士丹利分析师Adam Jonas维持特拉斯“增持”评级，目标价900美元。该...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/579441.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/894b094eb32ac5072648613b2fa7f36e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/579441.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1198621269","content_text":"北京时间10月21日，特斯拉公布了第三季度财报，其中，该公司营收和净利润均创下历史新高。财报公布后，众多投行都称赞了特斯拉强劲的季度业绩，并纷纷上调目标价，牛市情景下，最高看至1500美元。不过，尽管如此，依然有部分大行对特斯拉估值、未来前景等方面表示担忧，目标价最低看至250美元。\n以下是财报公布后的部分投行观点：\n摩根士丹利分析师Adam Jonas维持特拉斯“增持”评级，目标价900美元。该分析师称，特斯拉三季度EBITDA利润率达到23.3%、年化EBITDA接近130亿美元“令人惊讶”。他表示，上海工厂和Model Y对公司的“利润率表现显然是积极的，”并怀疑道，如果排除与供应限制相关的一系列成本，在上海生产的Model Y的增量毛利率很可能将轻易超过40%。\nWedbush分析师Daniel Ives将特斯拉目标价由1000美元上调至1100美元，维持“跑赢大市”评级。该分析师指出，特斯拉取得了“稳健”的业绩，与预期一致，而利润率“超出了市场预期”，说明了特斯拉利润率的增长故事仍在继续。另外，该公司EBITDA接近130亿美元，Ives认为，鉴于该公司仍处于建设全球电动汽车护城河的早期阶段，这是一个“惊人的数字”。因此，该分析师予以特斯拉的长期牛市目标价为1500美元，此前为1300美元。\nPiper Sandler分析师Alexander Potter重申对特斯拉的“增持”评级，目标价为1200美元，并称特斯拉“公布了有史以来最好的季度业绩”。另外，Potter在报告中强调，不包括监管信贷收入在内的汽车毛利率接近29%，较第二季度高出300个基点。最后，该分析师解释道，该股在公布业绩后表现平平，可能是由于近几周表现相当出色。\n美国银行分析师John Murphy将特斯拉目标价由900美元上调至1000美元，维持“中性”评级。Murphy指出，尽管该公司继续表现出执行力，但他担心，特斯拉的股价可能“已经达到了完美的价格水平(或至少是出现了夸张的增长)”，因此，业绩超出预期可能不足以让看涨者逐渐变得乐观。\n摩根大通分析师Ryan Brinkman将特斯拉的目标价由215美元上调至250美元，维持“减持”评级。另外，在特斯拉公布第三季度业绩后，该分析师上调了对特斯拉的预期：预计2024年的每股收益为10美元，2025年为11美元。Brinkman在报告中称，该股目前超过8000亿美元的估值“仍然具有挑战性”， 并且，特斯拉首席财务官Zachary Kirkhorn在周三的电话中提到，公司长期交付目标是每年2000万辆，该分析认为这是一个极端情景。最后，该分析师补充道，目标价上调反映的是特斯拉“更强劲的利润趋势和对2025年的预期。”\nBernstein分析师Toni Sacconaghi维持“跑输大市”评级，目标价为300美元。他指出，特斯拉第三季度的业绩体现了强劲的汽车毛利率和公司盈利能力。他还补充道，需求非常积极，与特斯拉所有车辆的交付周期都在增加一致。这位分析师还承认，特斯拉本季度在应对供应链挑战方面做出了“堪称楷模的工作”，该公司的产能接近其规定的工厂产能的95%。此外，Sacconaghi认为，持续的运营杠杆可能有助于提高2022年的利润率。从长远来看，他认为，低价产品和增量竞争将抵消制造成本降低和FSD附加带来的好处，但如果特斯拉能在其他公司之前将FSD商业化，它可能会“赚得更多”。不过，该分析师认为，由于CyberTruck似乎被推迟到了2023年，特斯拉在2022财年的销量增长50%并非易事。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853495860,"gmtCreate":1634828032694,"gmtModify":1634867886826,"author":{"id":"3567064173375781","authorId":"3567064173375781","name":"Joey8","avatar":"https://static.tigerbbs.com/095a77910758c6164f795a714097afd8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567064173375781","authorIdStr":"3567064173375781"},"themes":[],"htmlText":"垃圾","listText":"垃圾","text":"垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853495860","repostId":"1106287153","repostType":4,"repost":{"id":"1106287153","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":1634825660,"share":"https://www.laohu8.com/m/news/1106287153?lang=&edition=full","pubTime":"2021-10-21 22:14","market":"us","language":"zh","title":"【异动】绩后被机构看多，特斯拉涨近3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1106287153","media":"老虎资讯综合","summary":"10月21日，特斯拉盘中涨近3%，绩后韦德布什将其目标价从1000美元上调至1100美元。\n财报显示，特斯拉三季度营收137.57亿美元，同比增长57%。营业利润20亿美元，净利润16亿美元，汽车毛利","content":"<p>10月21日，特斯拉盘中涨近3%，绩后韦德布什将其目标价从1000美元上调至1100美元。</p>\n<p>财报显示，特斯拉三季度营收137.57亿美元，同比增长57%。营业利润20亿美元，净利润16亿美元，汽车毛利率为30.5%。截至2021年三季度，特斯拉已经连续9个季度实现盈利，连续两个季度净利润超10亿美元。绩后，韦德布什将特斯拉目标价从1000美元上调至1100美元。</p>\n<p><img src=\"https://static.tigerbbs.com/3a8f679357d0e7499321335161aa712d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p></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】绩后被机构看多，特斯拉涨近3%</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【异动】绩后被机构看多，特斯拉涨近3%\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\">2021-10-21 22:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月21日，特斯拉盘中涨近3%，绩后韦德布什将其目标价从1000美元上调至1100美元。</p>\n<p>财报显示，特斯拉三季度营收137.57亿美元，同比增长57%。营业利润20亿美元，净利润16亿美元，汽车毛利率为30.5%。截至2021年三季度，特斯拉已经连续9个季度实现盈利，连续两个季度净利润超10亿美元。绩后，韦德布什将特斯拉目标价从1000美元上调至1100美元。</p>\n<p><img src=\"https://static.tigerbbs.com/3a8f679357d0e7499321335161aa712d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106287153","content_text":"10月21日，特斯拉盘中涨近3%，绩后韦德布什将其目标价从1000美元上调至1100美元。\n财报显示，特斯拉三季度营收137.57亿美元，同比增长57%。营业利润20亿美元，净利润16亿美元，汽车毛利率为30.5%。截至2021年三季度，特斯拉已经连续9个季度实现盈利，连续两个季度净利润超10亿美元。绩后，韦德布什将特斯拉目标价从1000美元上调至1100美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850826040,"gmtCreate":1634573190722,"gmtModify":1634573190830,"author":{"id":"3567064173375781","authorId":"3567064173375781","name":"Joey8","avatar":"https://static.tigerbbs.com/095a77910758c6164f795a714097afd8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567064173375781","authorIdStr":"3567064173375781"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>🙄🤥🤮","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>🙄🤥🤮","text":"$特斯拉(TSLA)$🙄🤥🤮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850826040","isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361297722,"gmtCreate":1614236163166,"gmtModify":1634550551609,"author":{"id":"3567064173375781","authorId":"3567064173375781","name":"Joey8","avatar":"https://static.tigerbbs.com/095a77910758c6164f795a714097afd8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567064173375781","authorIdStr":"3567064173375781"},"themes":[],"htmlText":"每天都有新闻。","listText":"每天都有新闻。","text":"每天都有新闻。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361297722","repostId":"1176931516","repostType":4,"repost":{"id":"1176931516","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":1614228727,"share":"https://www.laohu8.com/m/news/1176931516?lang=&edition=full","pubTime":"2021-02-25 12:52","market":"us","language":"zh","title":"传特斯拉美国工厂部分生产线停工，有工人被遣送回家","url":"https://stock-news.laohu8.com/highlight/detail?id=1176931516","media":"老虎资讯综合","summary":"在推特上有传闻称，特斯拉弗里蒙特工厂部分生产线停工了几天，可能只是某些生产线，而不是完全关闭。网友称一些Model 3生产线的工人已经被遣送回家两周。具体情况尚不清楚，也可能是零部件供应商的原因造成。","content":"<p>在推特上有传闻称，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>弗里蒙特工厂部分生产线停工了几天，可能只是某些生产线，而不是完全关闭。网友称一些Model 3生产线的工人已经被遣送回家两周。具体情况尚不清楚，也可能是零部件供应商的原因造成。</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>传特斯拉美国工厂部分生产线停工，有工人被遣送回家</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传特斯拉美国工厂部分生产线停工，有工人被遣送回家\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\">2021-02-25 12:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在推特上有传闻称，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>弗里蒙特工厂部分生产线停工了几天，可能只是某些生产线，而不是完全关闭。网友称一些Model 3生产线的工人已经被遣送回家两周。具体情况尚不清楚，也可能是零部件供应商的原因造成。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f76b3cc53dd60ecb6eab407da188d689","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176931516","content_text":"在推特上有传闻称，特斯拉弗里蒙特工厂部分生产线停工了几天，可能只是某些生产线，而不是完全关闭。网友称一些Model 3生产线的工人已经被遣送回家两周。具体情况尚不清楚，也可能是零部件供应商的原因造成。","news_type":1},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361202876,"gmtCreate":1614234574995,"gmtModify":1634550557483,"author":{"id":"3567064173375781","authorId":"3567064173375781","name":"Joey8","avatar":"https://static.tigerbbs.com/095a77910758c6164f795a714097afd8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567064173375781","authorIdStr":"3567064173375781"},"themes":[],"htmlText":"一直讲烦不烦啊？马上爆不是好咯。","listText":"一直讲烦不烦啊？马上爆不是好咯。","text":"一直讲烦不烦啊？马上爆不是好咯。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361202876","repostId":"1198026740","repostType":4,"repost":{"id":"1198026740","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1614229938,"share":"https://www.laohu8.com/m/news/1198026740?lang=&edition=full","pubTime":"2021-02-25 13:12","market":"us","language":"zh","title":"美股真正的泡沫：两类科技股两年内可能跌40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198026740","media":"巴伦周刊","summary":"目前不仅股市整体被高估，个别板块也浮现出“令人难以置信的泡沫”。\n\n标普500指数的科技硬件、存储及外围设备分类指数(S&P 500 Technology Hardware, Storage & Pe","content":"<blockquote>\n 目前不仅股市整体被高估，个别板块也浮现出“令人难以置信的泡沫”。\n</blockquote>\n<p><b>标普500指数的科技硬件、存储及外围设备分类指数(S&amp;P 500 Technology Hardware, Storage &amp; Peripherals)可能正处于泡沫中</b>，而且这个泡沫很有可能破裂。</p>\n<p>这是笔者根据哈佛大学三位学者的研究得出的结论，他们分别是哈佛大学行为金融及金融稳定研究项目负责人、金融学及银行学教授罗宾·格林伍德(Robin Greenwood)；哈佛大学经济学教授安德烈·施莱费尔(Andrei Shleifer)；哈佛大学博士生Yang You。在2019年1月发表在国际金融学知名期刊《Journal of Financial Economics》上题为Bubbles for Fama的论文中，他们分析了1926年以来美国股市的历史，寻找预测即将破裂的泡沫的方法。</p>\n<p>笔者根据三位学者推导出的公式计算出，在未来两年的某个时点，科技硬件、存储及外围设备分类指数有80%的可能性会较目前水平下跌40%。该指数包含了许多知名公司，如<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL)、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>(STX)和<a href=\"https://laohu8.com/S/WDC\">西部数据</a>(WDC)等。</p>\n<p>虽然目前暂时还没有其他板块符合上述研究对即将破裂的泡沫的定义，但<b>有两个板块接近这一危险区域，这两个板块也属于科技领域：半导体及半导体设备板块和软件板块</b>。</p>\n<p>为何要关注某个板块是否存在泡沫破裂的风险而不是关注整个市场？格林伍德教授向《巴伦周刊》解释称，从他自己以及其他两位学者对泡沫历史的研究来看，泡沫很少出现在整个市场，更为常见的情况是出现在某些板块，尽管其他板块仍被低估。这一现象在互联网泡沫顶峰时也出现过。</p>\n<p>格林伍德提醒投资者，上世纪90年代末和2000年初，互联网公司的股价飙升到令人瞠目结舌的水平，而市场上其他板块（特别是价值股）的估值水平要么比较正常、要么被低估，这些板块在互联网泡沫破裂后出现的熊市中实际上反倒上涨了。</p>\n<p>三位学者对出现泡沫的板块的定义是：两年回报率比市场整体回报率至少高出100%的板块。这个定义非常严格，实际上从1926年至2016年间的数据来看，这90年间只有40个板块在某个时点符合这一定义。</p>\n<p>当然，并非所有泡沫都会破裂。三位学者还提出了一个严格的先决条件：一旦一个板块符合他们对泡沫的定义，如果在随后两年内该板块下跌了至少40%，那么就可以说这个泡沫已经破裂了。在上述40个出现泡沫的板块中，有21个（占53%）板块的泡沫曾经破裂。</p>\n<p>如果以此作参照，这意味着：任何一个板块如果在任何两年期的时间段内涨幅比市场整体涨幅高出100%，那么在接下来两年里，该板块有超过50%的可能性会下跌40%或以上。</p>\n<p>三位学者还研究了当收紧或放松对泡沫的定义时，泡沫破裂的概率是如何变化的：当涨幅超过市场整体涨幅50%、而不是100%时，泡沫破裂的概率下降至20%；当涨幅超过市场整体150%时，泡沫破裂的概率大幅提高至80%。</p>\n<p>Factset的数据显示，在过去两年，标普500科技硬件、存储及外围设备分类指数比标普500指数高出151%。由此看来，该指数符合上述第二种可能。</p>\n<p>人们倾向于将这三位学者的研究成果应用于个股，笔者也不例外。2017年11月，笔者根据三位学者的公式预测比特币泡沫破裂的概率大于80%，在接下来的12个月里，比特币暴跌了67%。2020年2月，笔者又预测了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价大幅下跌的概率为80%，该股在之后的六周里下跌了59%。</p>\n<p>当然，在那以后特斯拉和比特币以及其他高价资产都涨了不少。笔者向格林伍德教授请教是否可以再次做出这些资产很可能暴跌的预测，他对笔者的观点持不同看法，强调现在需要做的是进一步对影响这些资产价格暴跌概率的各种因素进行研究。</p>\n<p>不过格林伍德指出，他认为目前不仅股市整体被高估，个别板块也浮现出“令人难以置信的泡沫”。</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>美股真正的泡沫：两类科技股两年内可能跌40%</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美股真正的泡沫：两类科技股两年内可能跌40%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2021-02-25 13:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 目前不仅股市整体被高估，个别板块也浮现出“令人难以置信的泡沫”。\n</blockquote>\n<p><b>标普500指数的科技硬件、存储及外围设备分类指数(S&amp;P 500 Technology Hardware, Storage &amp; Peripherals)可能正处于泡沫中</b>，而且这个泡沫很有可能破裂。</p>\n<p>这是笔者根据哈佛大学三位学者的研究得出的结论，他们分别是哈佛大学行为金融及金融稳定研究项目负责人、金融学及银行学教授罗宾·格林伍德(Robin Greenwood)；哈佛大学经济学教授安德烈·施莱费尔(Andrei Shleifer)；哈佛大学博士生Yang You。在2019年1月发表在国际金融学知名期刊《Journal of Financial Economics》上题为Bubbles for Fama的论文中，他们分析了1926年以来美国股市的历史，寻找预测即将破裂的泡沫的方法。</p>\n<p>笔者根据三位学者推导出的公式计算出，在未来两年的某个时点，科技硬件、存储及外围设备分类指数有80%的可能性会较目前水平下跌40%。该指数包含了许多知名公司，如<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL)、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>(STX)和<a href=\"https://laohu8.com/S/WDC\">西部数据</a>(WDC)等。</p>\n<p>虽然目前暂时还没有其他板块符合上述研究对即将破裂的泡沫的定义，但<b>有两个板块接近这一危险区域，这两个板块也属于科技领域：半导体及半导体设备板块和软件板块</b>。</p>\n<p>为何要关注某个板块是否存在泡沫破裂的风险而不是关注整个市场？格林伍德教授向《巴伦周刊》解释称，从他自己以及其他两位学者对泡沫历史的研究来看，泡沫很少出现在整个市场，更为常见的情况是出现在某些板块，尽管其他板块仍被低估。这一现象在互联网泡沫顶峰时也出现过。</p>\n<p>格林伍德提醒投资者，上世纪90年代末和2000年初，互联网公司的股价飙升到令人瞠目结舌的水平，而市场上其他板块（特别是价值股）的估值水平要么比较正常、要么被低估，这些板块在互联网泡沫破裂后出现的熊市中实际上反倒上涨了。</p>\n<p>三位学者对出现泡沫的板块的定义是：两年回报率比市场整体回报率至少高出100%的板块。这个定义非常严格，实际上从1926年至2016年间的数据来看，这90年间只有40个板块在某个时点符合这一定义。</p>\n<p>当然，并非所有泡沫都会破裂。三位学者还提出了一个严格的先决条件：一旦一个板块符合他们对泡沫的定义，如果在随后两年内该板块下跌了至少40%，那么就可以说这个泡沫已经破裂了。在上述40个出现泡沫的板块中，有21个（占53%）板块的泡沫曾经破裂。</p>\n<p>如果以此作参照，这意味着：任何一个板块如果在任何两年期的时间段内涨幅比市场整体涨幅高出100%，那么在接下来两年里，该板块有超过50%的可能性会下跌40%或以上。</p>\n<p>三位学者还研究了当收紧或放松对泡沫的定义时，泡沫破裂的概率是如何变化的：当涨幅超过市场整体涨幅50%、而不是100%时，泡沫破裂的概率下降至20%；当涨幅超过市场整体150%时，泡沫破裂的概率大幅提高至80%。</p>\n<p>Factset的数据显示，在过去两年，标普500科技硬件、存储及外围设备分类指数比标普500指数高出151%。由此看来，该指数符合上述第二种可能。</p>\n<p>人们倾向于将这三位学者的研究成果应用于个股，笔者也不例外。2017年11月，笔者根据三位学者的公式预测比特币泡沫破裂的概率大于80%，在接下来的12个月里，比特币暴跌了67%。2020年2月，笔者又预测了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价大幅下跌的概率为80%，该股在之后的六周里下跌了59%。</p>\n<p>当然，在那以后特斯拉和比特币以及其他高价资产都涨了不少。笔者向格林伍德教授请教是否可以再次做出这些资产很可能暴跌的预测，他对笔者的观点持不同看法，强调现在需要做的是进一步对影响这些资产价格暴跌概率的各种因素进行研究。</p>\n<p>不过格林伍德指出，他认为目前不仅股市整体被高估，个别板块也浮现出“令人难以置信的泡沫”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5f59d96ff747be9e904663e2d0ce7c5b","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198026740","content_text":"目前不仅股市整体被高估，个别板块也浮现出“令人难以置信的泡沫”。\n\n标普500指数的科技硬件、存储及外围设备分类指数(S&P 500 Technology Hardware, Storage & Peripherals)可能正处于泡沫中，而且这个泡沫很有可能破裂。\n这是笔者根据哈佛大学三位学者的研究得出的结论，他们分别是哈佛大学行为金融及金融稳定研究项目负责人、金融学及银行学教授罗宾·格林伍德(Robin Greenwood)；哈佛大学经济学教授安德烈·施莱费尔(Andrei Shleifer)；哈佛大学博士生Yang You。在2019年1月发表在国际金融学知名期刊《Journal of Financial Economics》上题为Bubbles for Fama的论文中，他们分析了1926年以来美国股市的历史，寻找预测即将破裂的泡沫的方法。\n笔者根据三位学者推导出的公式计算出，在未来两年的某个时点，科技硬件、存储及外围设备分类指数有80%的可能性会较目前水平下跌40%。该指数包含了许多知名公司，如苹果(AAPL)、希捷科技(STX)和西部数据(WDC)等。\n虽然目前暂时还没有其他板块符合上述研究对即将破裂的泡沫的定义，但有两个板块接近这一危险区域，这两个板块也属于科技领域：半导体及半导体设备板块和软件板块。\n为何要关注某个板块是否存在泡沫破裂的风险而不是关注整个市场？格林伍德教授向《巴伦周刊》解释称，从他自己以及其他两位学者对泡沫历史的研究来看，泡沫很少出现在整个市场，更为常见的情况是出现在某些板块，尽管其他板块仍被低估。这一现象在互联网泡沫顶峰时也出现过。\n格林伍德提醒投资者，上世纪90年代末和2000年初，互联网公司的股价飙升到令人瞠目结舌的水平，而市场上其他板块（特别是价值股）的估值水平要么比较正常、要么被低估，这些板块在互联网泡沫破裂后出现的熊市中实际上反倒上涨了。\n三位学者对出现泡沫的板块的定义是：两年回报率比市场整体回报率至少高出100%的板块。这个定义非常严格，实际上从1926年至2016年间的数据来看，这90年间只有40个板块在某个时点符合这一定义。\n当然，并非所有泡沫都会破裂。三位学者还提出了一个严格的先决条件：一旦一个板块符合他们对泡沫的定义，如果在随后两年内该板块下跌了至少40%，那么就可以说这个泡沫已经破裂了。在上述40个出现泡沫的板块中，有21个（占53%）板块的泡沫曾经破裂。\n如果以此作参照，这意味着：任何一个板块如果在任何两年期的时间段内涨幅比市场整体涨幅高出100%，那么在接下来两年里，该板块有超过50%的可能性会下跌40%或以上。\n三位学者还研究了当收紧或放松对泡沫的定义时，泡沫破裂的概率是如何变化的：当涨幅超过市场整体涨幅50%、而不是100%时，泡沫破裂的概率下降至20%；当涨幅超过市场整体150%时，泡沫破裂的概率大幅提高至80%。\nFactset的数据显示，在过去两年，标普500科技硬件、存储及外围设备分类指数比标普500指数高出151%。由此看来，该指数符合上述第二种可能。\n人们倾向于将这三位学者的研究成果应用于个股，笔者也不例外。2017年11月，笔者根据三位学者的公式预测比特币泡沫破裂的概率大于80%，在接下来的12个月里，比特币暴跌了67%。2020年2月，笔者又预测了特斯拉股价大幅下跌的概率为80%，该股在之后的六周里下跌了59%。\n当然，在那以后特斯拉和比特币以及其他高价资产都涨了不少。笔者向格林伍德教授请教是否可以再次做出这些资产很可能暴跌的预测，他对笔者的观点持不同看法，强调现在需要做的是进一步对影响这些资产价格暴跌概率的各种因素进行研究。\n不过格林伍德指出，他认为目前不仅股市整体被高估，个别板块也浮现出“令人难以置信的泡沫”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361675696,"gmtCreate":1614233703715,"gmtModify":1631886275397,"author":{"id":"3567064173375781","authorId":"3567064173375781","name":"Joey8","avatar":"https://static.tigerbbs.com/095a77910758c6164f795a714097afd8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567064173375781","authorIdStr":"3567064173375781"},"themes":[],"htmlText":"黑莓也许是黑马？","listText":"黑莓也许是黑马？","text":"黑莓也许是黑马？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361675696","repostId":"1105776224","repostType":4,"repost":{"id":"1105776224","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":1614231536,"share":"https://www.laohu8.com/m/news/1105776224?lang=&edition=full","pubTime":"2021-02-25 13:38","market":"us","language":"zh","title":"黑莓止跌反弹：业绩改善赶不上股价反弹速度","url":"https://stock-news.laohu8.com/highlight/detail?id=1105776224","media":"老虎资讯综合","summary":"2月25日消息，WSB（WallStreetBets）似乎即将开启新一轮逼空，前期抱团逼空的概念股周三再次大涨。其中，黑莓收涨8.85%，盘后涨超9%。除了抱团逼空概念股的再度活跃，黑莓基本面业绩的好","content":"<p>2月25日消息，WSB（WallStreetBets）似乎即将开启新一轮逼空，前期抱团逼空的概念股周三再次大涨。其中，黑莓收涨8.85%，盘后涨超9%。</p><p><img src=\"https://static.tigerbbs.com/c7cf9bd7e2521b0ec47cf9a5addd3f1a\" tg-width=\"1022\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p><b>除了抱团逼空概念股的再度活跃，黑莓基本面业绩的好转也是利好因素</b>。</p><p>周二，Canaccord分析师迈克尔·沃克利（Michael Walkley）将股黑莓目标提高25％至10美元，不过将黑莓评级下调至“卖出”。对于“相互矛盾”的两种操作，迈克尔解释称<b>，黑莓的业绩正在改善，但改善速度远不像股价暗示的那样，即便当前股价已从前期高点下跌至11美元附近，但仍然被高估了。</b></p><p>迈克尔·沃克利称，黑莓有望在2021年实现9.5亿美元的收入目标。随着QNX操作系统销售逐渐复苏，软件和服务暗示将“继续稳步增长”，迈克尔预计，本财年软件许可收入或将超过预期的2.5亿美元。</p><p>即便如此，迈克尔认为黑莓的软件安全业务比同类公司增长要慢很多，按照市销率PS为5进行估值，黑莓的目标价仅为10美元。</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>黑莓止跌反弹：业绩改善赶不上股价反弹速度</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{ 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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黑莓止跌反弹：业绩改善赶不上股价反弹速度\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\">2021-02-25 13:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月25日消息，WSB（WallStreetBets）似乎即将开启新一轮逼空，前期抱团逼空的概念股周三再次大涨。其中，黑莓收涨8.85%，盘后涨超9%。</p><p><img src=\"https://static.tigerbbs.com/c7cf9bd7e2521b0ec47cf9a5addd3f1a\" tg-width=\"1022\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p><b>除了抱团逼空概念股的再度活跃，黑莓基本面业绩的好转也是利好因素</b>。</p><p>周二，Canaccord分析师迈克尔·沃克利（Michael Walkley）将股黑莓目标提高25％至10美元，不过将黑莓评级下调至“卖出”。对于“相互矛盾”的两种操作，迈克尔解释称<b>，黑莓的业绩正在改善，但改善速度远不像股价暗示的那样，即便当前股价已从前期高点下跌至11美元附近，但仍然被高估了。</b></p><p>迈克尔·沃克利称，黑莓有望在2021年实现9.5亿美元的收入目标。随着QNX操作系统销售逐渐复苏，软件和服务暗示将“继续稳步增长”，迈克尔预计，本财年软件许可收入或将超过预期的2.5亿美元。</p><p>即便如此，迈克尔认为黑莓的软件安全业务比同类公司增长要慢很多，按照市销率PS为5进行估值，黑莓的目标价仅为10美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40df9c89a6edbdf3e361bb38a1a2d9e0","relate_stocks":{"BB":"黑莓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105776224","content_text":"2月25日消息，WSB（WallStreetBets）似乎即将开启新一轮逼空，前期抱团逼空的概念股周三再次大涨。其中，黑莓收涨8.85%，盘后涨超9%。除了抱团逼空概念股的再度活跃，黑莓基本面业绩的好转也是利好因素。周二，Canaccord分析师迈克尔·沃克利（Michael 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src=\"https://wpimg.wallstcn.com/8246eaf1-0020-4a00-9284-08a3f8ae83d2.png\"/></p>\n<p>两周前，当一群零售投资者在Reddit的WallStreetBets论坛上协调交易时，GameStop成为众人瞩目的焦点，在短短一周内，该股便上涨了400％。短暂的挤兑给押注GameStop空头的对冲基金带来了巨大的损失。</p>\n<p>根据S3 Partners的数据，上周五，GameStop的空头头寸占可交易股票的比例从两周前的130％下降至约50％。因此，大多数卖空交易已被覆盖。而由于零售势头放缓，本周该股的交易量也急剧下降。</p>\n<p>其他散户抱团股的投机交易活动也正在逐渐减少。在上周下跌48％之后，AMC娱乐本周下跌了20％。 Koss本周下跌了11％，前一周下跌了68％。</p>\n<p>Invesco首席全球市场策略师克里斯蒂娜•胡珀（Kristina Hooper）表示：“我们知道金融状况是宽松的，并且投资者变得更加热情。但这并不意味着股市就处于投机泡沫中。”</p>\n<div>\n<p>而本次美股逼空大战中，美国社交论坛公司Reddit作为平台，成为了获益方。该公司近日宣布新一轮融资，公司最新估值较上轮融资时翻了一倍。</p>\n<p>本周一Reddit宣布，公司在由风险投资公司Vy Capital领导的后期融资中筹集了2.5亿美元。在最新融资后，Reddit的总估值达到60亿美元，这较公司上一轮融资30亿美元的估值翻了一倍。</p>\n<p>Reddit CEO Steve Huffman表示，Reddit目前表现非常强劲，公司去年四季度广告收入同比增长90%。</p>\n<p>Huffman表示，Reddit计划将新融资投资于视频、广告和消费产品等领域，并拓展国际市场。去年年底，Reddit收购了视频分享应用Dubsmash，以扩大其在用户创建视频领域的影响力。</p>\n<p>总部位于旧金山的Reddit成立于2005年，公司定位于网页新鲜事件和热点事件的源头，网站由用户发布的不同主题的帖子汇集而成，类似国内的百度贴吧。公司网站有超过一百万的版块，每版块都聚焦于特定类型的内容。</p>\n<p>在疫情期间，Reddit用户数据增长显著：截至去年10月，Reddit日活达到5200万，同比大涨44%。</p>\n<p>近期的美股散户逼空也使得公司用户增长猛增。根据Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>数据，借着散户逼空大潮，Reddit的1月全球下载量达到660万，同比增长128%，环比增长43%，同时1月美国月活用户人数（MAU）也同比增长54%。</p>\n</div></body></html>","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>“散户抱团股”热情消散 游戏驿站周二再跌16%</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“散户抱团股”热情消散 游戏驿站周二再跌16%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-10 08:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3620135><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>游戏驿站（GameStop）周二一度下跌逾20％，至每股46.52美元的盘中低点。上周，该股票下跌了80％，创下有史以来最糟糕的一周。GameStop周二收盘下跌16.2％，至50.31美元。\n\n两周前，当一群零售投资者在Reddit的WallStreetBets论坛上协调交易时，GameStop成为众人瞩目的焦点，在短短一周内，该股便上涨了400％。短暂的挤兑给押注GameStop空头的对冲基金...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3620135\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://wallstreetcn.com/articles/3620135","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110745095","content_text":"游戏驿站（GameStop）周二一度下跌逾20％，至每股46.52美元的盘中低点。上周，该股票下跌了80％，创下有史以来最糟糕的一周。GameStop周二收盘下跌16.2％，至50.31美元。\n\n两周前，当一群零售投资者在Reddit的WallStreetBets论坛上协调交易时，GameStop成为众人瞩目的焦点，在短短一周内，该股便上涨了400％。短暂的挤兑给押注GameStop空头的对冲基金带来了巨大的损失。\n根据S3 Partners的数据，上周五，GameStop的空头头寸占可交易股票的比例从两周前的130％下降至约50％。因此，大多数卖空交易已被覆盖。而由于零售势头放缓，本周该股的交易量也急剧下降。\n其他散户抱团股的投机交易活动也正在逐渐减少。在上周下跌48％之后，AMC娱乐本周下跌了20％。 Koss本周下跌了11％，前一周下跌了68％。\nInvesco首席全球市场策略师克里斯蒂娜•胡珀（Kristina Hooper）表示：“我们知道金融状况是宽松的，并且投资者变得更加热情。但这并不意味着股市就处于投机泡沫中。”\n\n而本次美股逼空大战中，美国社交论坛公司Reddit作为平台，成为了获益方。该公司近日宣布新一轮融资，公司最新估值较上轮融资时翻了一倍。\n本周一Reddit宣布，公司在由风险投资公司Vy Capital领导的后期融资中筹集了2.5亿美元。在最新融资后，Reddit的总估值达到60亿美元，这较公司上一轮融资30亿美元的估值翻了一倍。\nReddit CEO Steve Huffman表示，Reddit目前表现非常强劲，公司去年四季度广告收入同比增长90%。\nHuffman表示，Reddit计划将新融资投资于视频、广告和消费产品等领域，并拓展国际市场。去年年底，Reddit收购了视频分享应用Dubsmash，以扩大其在用户创建视频领域的影响力。\n总部位于旧金山的Reddit成立于2005年，公司定位于网页新鲜事件和热点事件的源头，网站由用户发布的不同主题的帖子汇集而成，类似国内的百度贴吧。公司网站有超过一百万的版块，每版块都聚焦于特定类型的内容。\n在疫情期间，Reddit用户数据增长显著：截至去年10月，Reddit日活达到5200万，同比大涨44%。\n近期的美股散户逼空也使得公司用户增长猛增。根据Sensor 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close to $11.1 billion&nbsp;at the IPO price.</p><p><b>About Playtika:</b>&nbsp;With a motto of “changing the game,” Playtika offers mobile games across several genres. The company has nine of the top 100 grossing mobile games in the U.S., including several that are the top grossing in their genre. Playtika has more top 100 grossing games than any other company.</p><p>The company has years of experience in the market and has kept loyal customers over the years. Half of its&nbsp;revenue in the most recent quarter came from users who downloaded their first Playtika game in 2016 or earlier.</p><p>Playtika's most popular game “Bingo Blitz” has grown its revenue by 410% since 2016 and its daily playing users by over 300%.</p><p><b>Growth Ahead:</b>&nbsp;Playtika has grown through acquisitions. The company acquired “Solitaire Grand Harvest” and has grown revenue by 146% since the acquisition in 2019. “June’s Journey” was acquired in 2018 and its revenue has grown 148% with Playtika.</p><p>Mobile games are the fastest-growing segment of video games with 2.5 billion users spending time and money on mobile games in 2019, according to Newzoo. Mobile game revenue is projected to go from $86.3 billion in 2020 to $114.4 billion in 2023.</p><p>Plans for future growth include converting non-paying users into paid users, increasing monetization of paying users, pursuing additional acquisitions, launching new games, growing the user base and increasing international revenue.</p><p>Daily paying users were 2.1% in 2019 and grew to 2.5% through the first nine months of 2020.</p><p>The company gets 76.6% of revenue from North American customers and 13% from customers in Europe.</p><p><b>Financials:</b>Playtika had revenue of $1.15 billion, $1.49 billion and $1.89 billion for the fiscal years 2017, 2018 and 2019 respectively.</p><p>Revenue for the first nine months of 2020 was $1.80 billion compared to $1.4 billion in the prior year’s comparable period.</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>Playtika IPO: What Investors Need To Know</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\">\nPlaytika IPO: What Investors Need To Know\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\">2021-01-15 15:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/PLTK\">Playtika Holding Corp.</a> &nbsp;is set to go public on Friday.</p><p><b>The Offering:</b>&nbsp;The mobile gaming company priced&nbsp;69.5 million shares at $27 each in its initial public offering late Thursday — ahead of its&nbsp;previously-indicated range of $22 to $24.</p><p>The company is valued at close to $11.1 billion&nbsp;at the IPO price.</p><p><b>About Playtika:</b>&nbsp;With a motto of “changing the game,” Playtika offers mobile games across several genres. The company has nine of the top 100 grossing mobile games in the U.S., including several that are the top grossing in their genre. Playtika has more top 100 grossing games than any other company.</p><p>The company has years of experience in the market and has kept loyal customers over the years. Half of its&nbsp;revenue in the most recent quarter came from users who downloaded their first Playtika game in 2016 or earlier.</p><p>Playtika's most popular game “Bingo Blitz” has grown its revenue by 410% since 2016 and its daily playing users by over 300%.</p><p><b>Growth Ahead:</b>&nbsp;Playtika has grown through acquisitions. The company acquired “Solitaire Grand Harvest” and has grown revenue by 146% since the acquisition in 2019. “June’s Journey” was acquired in 2018 and its revenue has grown 148% with Playtika.</p><p>Mobile games are the fastest-growing segment of video games with 2.5 billion users spending time and money on mobile games in 2019, according to Newzoo. Mobile game revenue is projected to go from $86.3 billion in 2020 to $114.4 billion in 2023.</p><p>Plans for future growth include converting non-paying users into paid users, increasing monetization of paying users, pursuing additional acquisitions, launching new games, growing the user base and increasing international revenue.</p><p>Daily paying users were 2.1% in 2019 and grew to 2.5% through the first nine months of 2020.</p><p>The company gets 76.6% of revenue from North American customers and 13% from customers in Europe.</p><p><b>Financials:</b>Playtika had revenue of $1.15 billion, $1.49 billion and $1.89 billion for the fiscal years 2017, 2018 and 2019 respectively.</p><p>Revenue for the first nine months of 2020 was $1.80 billion compared to $1.4 billion in the prior year’s comparable period.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTK":"Playtika Holding Corp."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106369129","content_text":"Playtika Holding Corp.  is set to go public on Friday.The Offering: The mobile gaming company priced 69.5 million shares at $27 each in its initial public offering late Thursday — ahead of its previously-indicated range of $22 to $24.The company is valued at close to $11.1 billion at the IPO price.About Playtika: With a motto of “changing the game,” Playtika offers mobile games across several genres. The company has nine of the top 100 grossing mobile games in the U.S., including several that are the top grossing in their genre. Playtika has more top 100 grossing games than any other company.The company has years of experience in the market and has kept loyal customers over the years. Half of its revenue in the most recent quarter came from users who downloaded their first Playtika game in 2016 or earlier.Playtika's most popular game “Bingo Blitz” has grown its revenue by 410% since 2016 and its daily playing users by over 300%.Growth Ahead: Playtika has grown through acquisitions. The company acquired “Solitaire Grand Harvest” and has grown revenue by 146% since the acquisition in 2019. “June’s Journey” was acquired in 2018 and its revenue has grown 148% with Playtika.Mobile games are the fastest-growing segment of video games with 2.5 billion users spending time and money on mobile games in 2019, according to Newzoo. Mobile game revenue is projected to go from $86.3 billion in 2020 to $114.4 billion in 2023.Plans for future growth include converting non-paying users into paid users, increasing monetization of paying users, pursuing additional acquisitions, launching new games, growing the user base and increasing international revenue.Daily paying users were 2.1% in 2019 and grew to 2.5% through the first nine months of 2020.The company gets 76.6% of revenue from North American customers and 13% from customers in Europe.Financials:Playtika had revenue of $1.15 billion, $1.49 billion and $1.89 billion for the fiscal years 2017, 2018 and 2019 respectively.Revenue for the first nine months of 2020 was $1.80 billion compared to $1.4 billion in the prior year’s comparable 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10:35","market":"hk","language":"zh","title":"提醒：春节假期主要市场休市安排一览","url":"https://stock-news.laohu8.com/highlight/detail?id=1140942389","media":"老虎资讯综合","summary":"春节假期即将来临，敬请广大投资者留意，提前做好资金安排。$老虎证券$祝您及家人新春快乐，牛年大吉！2月11日（星期四）除夕上午开市，下午休市；2月12日（星期五）至2月15日（星期一）全天休市；2月11日（星期四）至2月17日（星期三）休市，2月18日（星期四）起照常开市。CBOE 下 VIX 波动率期货于2月15日10：00提前休市。SGX下天然橡胶货于2021年2月11日以及2021年2月12日整个交易日休市。","content":"<p>春节假期即将来临，敬请广大投资者留意，提前做好资金安排。<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>祝您及家人新春快乐，牛年大吉！</p><p>春节期间各地股市休市安排如下：(均为当地时间）</p><p><img src=\"https://static.tigerbbs.com/27cfee666051c46a31c824a795046629\" tg-width=\"1790\" tg-height=\"788\"></p><p><b>美股：</b></p><p>2月15日（星期一）因美国总统日全天休市。</p><p><b>港股：</b></p><p>2月11日（星期四）除夕上午开市，下午休市；</p><p>2月12日（星期五）至2月15日（星期一）全天休市；</p><p>2月16日（星期二）起照常开市。</p><p><b>A股：</b></p><p>2月11日（星期四）至2月17日（星期三）休市，2月18日（星期四）起照常开市。</p><p><b>沪、深股通：</b></p><p>2月11日（星期四）至2月17日（星期三）关闭；2月18日（星期四）起照常开通。</p><p><b>港股通：</b></p><p>2月9日（星期二）至2月17日（星期三）关闭服务，2月18日（星期四）起照常开通。</p><p><b>英股：</b></p><p>照常交易</p><p><b>澳股：</b></p><p>照常交易</p><p><b>新加坡市场：</b></p><p>2月11日（星期四）交易半日。</p><p>2月12日（星期五）全天休市。</p><p><b>期货市场：</b></p><p>HKEX下美元黄金、指数类货于2月11日12：30休市，个股期货于2月11日12：00休市；指数类期货、人民币、个股期货、美元黄金于2月12日以及2月15日整个交易日休市。</p><p>GME&nbsp;Group下外汇、债券、比特币、股指、能源、贵金属期货于2月15日12：00（北京时间16日凌晨02:00）提前休市；活畜、大小谷物、稻谷期货于2月15日全天休市。</p><p>CBOE&nbsp;下&nbsp;VIX&nbsp;波动率期货于2月15日10：00提前休市。</p><p>SGX下天然橡胶货于2021年2月11日以及2021年2月12日整个交易日休市。</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\" 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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\">2021-02-02 10:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>春节假期即将来临，敬请广大投资者留意，提前做好资金安排。<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>祝您及家人新春快乐，牛年大吉！</p><p>春节期间各地股市休市安排如下：(均为当地时间）</p><p><img src=\"https://static.tigerbbs.com/27cfee666051c46a31c824a795046629\" tg-width=\"1790\" tg-height=\"788\"></p><p><b>美股：</b></p><p>2月15日（星期一）因美国总统日全天休市。</p><p><b>港股：</b></p><p>2月11日（星期四）除夕上午开市，下午休市；</p><p>2月12日（星期五）至2月15日（星期一）全天休市；</p><p>2月16日（星期二）起照常开市。</p><p><b>A股：</b></p><p>2月11日（星期四）至2月17日（星期三）休市，2月18日（星期四）起照常开市。</p><p><b>沪、深股通：</b></p><p>2月11日（星期四）至2月17日（星期三）关闭；2月18日（星期四）起照常开通。</p><p><b>港股通：</b></p><p>2月9日（星期二）至2月17日（星期三）关闭服务，2月18日（星期四）起照常开通。</p><p><b>英股：</b></p><p>照常交易</p><p><b>澳股：</b></p><p>照常交易</p><p><b>新加坡市场：</b></p><p>2月11日（星期四）交易半日。</p><p>2月12日（星期五）全天休市。</p><p><b>期货市场：</b></p><p>HKEX下美元黄金、指数类货于2月11日12：30休市，个股期货于2月11日12：00休市；指数类期货、人民币、个股期货、美元黄金于2月12日以及2月15日整个交易日休市。</p><p>GME&nbsp;Group下外汇、债券、比特币、股指、能源、贵金属期货于2月15日12：00（北京时间16日凌晨02:00）提前休市；活畜、大小谷物、稻谷期货于2月15日全天休市。</p><p>CBOE&nbsp;下&nbsp;VIX&nbsp;波动率期货于2月15日10：00提前休市。</p><p>SGX下天然橡胶货于2021年2月11日以及2021年2月12日整个交易日休市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f8f89c8af2a895e609af6985ff4ae3ab","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140942389","content_text":"春节假期即将来临，敬请广大投资者留意，提前做好资金安排。老虎证券祝您及家人新春快乐，牛年大吉！春节期间各地股市休市安排如下：(均为当地时间）美股：2月15日（星期一）因美国总统日全天休市。港股：2月11日（星期四）除夕上午开市，下午休市；2月12日（星期五）至2月15日（星期一）全天休市；2月16日（星期二）起照常开市。A股：2月11日（星期四）至2月17日（星期三）休市，2月18日（星期四）起照常开市。沪、深股通：2月11日（星期四）至2月17日（星期三）关闭；2月18日（星期四）起照常开通。港股通：2月9日（星期二）至2月17日（星期三）关闭服务，2月18日（星期四）起照常开通。英股：照常交易澳股：照常交易新加坡市场：2月11日（星期四）交易半日。2月12日（星期五）全天休市。期货市场：HKEX下美元黄金、指数类货于2月11日12：30休市，个股期货于2月11日12：00休市；指数类期货、人民币、个股期货、美元黄金于2月12日以及2月15日整个交易日休市。GME Group下外汇、债券、比特币、股指、能源、贵金属期货于2月15日12：00（北京时间16日凌晨02:00）提前休市；活畜、大小谷物、稻谷期货于2月15日全天休市。CBOE 下 VIX 波动率期货于2月15日10：00提前休市。SGX下天然橡胶货于2021年2月11日以及2021年2月12日整个交易日休市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856707429,"gmtCreate":1635211264414,"gmtModify":1635211264563,"author":{"id":"3567064173375781","authorId":"3567064173375781","name":"Joey8","avatar":"https://static.tigerbbs.com/095a77910758c6164f795a714097afd8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567064173375781","authorIdStr":"3567064173375781"},"themes":[],"htmlText":"[弱]&nbsp;[弱]&nbsp;[弱]&nbsp;","listText":"[弱]&nbsp;[弱]&nbsp;[弱]&nbsp;","text":"[弱] 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