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股市轟炸机队长
2021-12-15
$云顶新加坡(G13.SI)$
期待回去0.51
股市轟炸机队长
2021-12-14
这种时候持币观望比较好,金融风暴来多强的产品都是掉。至少持币还可以买口饭吃。[微笑]
可能强过苹果和特斯拉,2022年看看这5只科技股
股市轟炸机队长
2021-12-14
$新加坡航空公司(C6L.SI)$
稍微承压,但不碍全面开放政策,感染力强但是死亡率和症状都是超低的,基本上和出水痘没什么分别。干嘛害怕了[可爱]
股市轟炸机队长
2021-12-14
$腾讯控股(00700)$
股灾静悄悄地降临了
股市轟炸机队长
2021-12-13
$Grab Holdings(GRAB)$
266亿也不是开玩笑的
股市轟炸机队长
2021-12-13
$新加坡航空公司(C6L.SI)$
全仓买入[得意]
股市轟炸机队长
2021-12-10
$阿里巴巴-SW(09988)$
值得拥有吗?忽然股市变得很陌生😄
股市轟炸机队长
2021-12-10
低买高卖正常操作,这说明股市要崩溃了。反正跌下来可以买回来。有谁不知道美股高
前所未有!美国高管们以“光速”集体抛售
股市轟炸机队长
2021-12-10
传闻不是他左手卖高价,右手又低价买回来吗?
马斯克卖出的特斯拉股票已占其承诺出售的64.71%
股市轟炸机队长
2021-12-08
$老虎证券(TIGR)$
最重要它离6块不远
股市轟炸机队长
2021-12-08
$云顶新加坡(G13.SI)$
怎么那么消极了
股市轟炸机队长
2021-12-07
[微笑] [微笑]
盘前观察:美联储收缩不可怕,真正“放水”的是美债
股市轟炸机队长
2021-12-07
电动汽车真的环保吗?感觉电动车的寿命很短,维修成本高
马斯克:美国应取消任何形式的政府补贴
股市轟炸机队长
2021-12-07
$腾讯控股(00700)$
冲啊!
股市轟炸机队长
2021-12-06
$腾讯控股(00700)$
390有机会吗?
股市轟炸机队长
2021-12-06
$云顶新加坡(G13.SI)$
0.85 this week [你懂的]
股市轟炸机队长
2021-12-06
$新加坡航空公司(C6L.SI)$
$6 this week [可爱]
股市轟炸机队长
2021-12-03
送钱是我我也卖,越卖越涨[财迷]
马斯克昨日卖出逾93万股特斯拉股票,总价值10.1亿美元
股市轟炸机队长
2021-12-03
$小鹏汽车-W(09868)$
终于稍微回调一点
股市轟炸机队长
2021-12-02
$老虎证券(TIGR)$
其实现在的市盈率比较合理入手了[摊手]
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>期待回去0.51","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>期待回去0.51","text":"$云顶新加坡(G13.SI)$期待回去0.51","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/607634974","isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607935002,"gmtCreate":1639471814817,"gmtModify":1639471817137,"author":{"id":"3567575098485843","authorId":"3567575098485843","name":"股市轟炸机队长","avatar":"https://static.tigerbbs.com/1ec92b2a3335762e71e118cc8d1b3753","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567575098485843","idStr":"3567575098485843"},"themes":[],"htmlText":"这种时候持币观望比较好,金融风暴来多强的产品都是掉。至少持币还可以买口饭吃。[微笑] ","listText":"这种时候持币观望比较好,金融风暴来多强的产品都是掉。至少持币还可以买口饭吃。[微笑] ","text":"这种时候持币观望比较好,金融风暴来多强的产品都是掉。至少持币还可以买口饭吃。[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607935002","repostId":"2191939175","repostType":4,"repost":{"id":"2191939175","pubTimestamp":1639483087,"share":"https://www.laohu8.com/m/news/2191939175?lang=&edition=full","pubTime":"2021-12-14 19:58","market":"us","language":"zh","title":"可能强过苹果和特斯拉,2022年看看这5只科技股","url":"https://stock-news.laohu8.com/highlight/detail?id=2191939175","media":"智通财经","summary":"纳斯达克指数今年迄今上涨21.17%,苹果、微软、谷歌、特斯拉和英伟达是今年以来回报率最高的5家公司;排除这前5大贡献者,纳斯达克指数今年仅上涨了5.79%。\n随着Omicron新异株的出现,市场的担","content":"<p>纳斯达克指数今年迄今上涨21.17%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>是今年以来回报率最高的5家公司;排除这前5大贡献者,纳斯达克指数今年仅上涨了5.79%。</p>\n<p>随着Omicron新异株的出现,市场的担忧已经抬头。正如我们在黑色星期五看到的那样,不确定性可能导致投资者抛售。值得注意的是,并非所有的科技巨头都表现亮眼。一些基本面不佳的大型科技公司在短短几周内股价下跌超过40%。以DocuSign(DOCU.US)为例,这类股票在疫情期间曾被大肆炒作,但它们缺乏坚实的基本面。</p>\n<p>虽然大型科技股(Mega-Tech)公司的表现为人所熟知,但也有一些有价值的科技股值得关注——今年迄今,这些股票的涨幅都超过了标普尔500指数和纳斯达克指数。</p>\n<p><img src=\"https://static.tigerbbs.com/ebe66f6e3a291a48fbc97b6c9940057f\" tg-width=\"564\" tg-height=\"395\" referrerpolicy=\"no-referrer\"></p>\n<p>那些具有良好基本面和指标的股票为投资者提供买入机会,包括<a href=\"https://laohu8.com/S/SYNA\">Synaptics</a>、<a href=\"https://laohu8.com/S/MXL\">MaxLinear</a>(MXL.US)、<a href=\"https://laohu8.com/S/ON\">安美森半导体</a>、<a href=\"https://laohu8.com/S/HPQ\">惠普</a>和<a href=\"https://laohu8.com/S/CXLX\">Calix</a>。由于半导体在供应受限的情况下仍领先于大盘,Seeking Alpha的量化策略主管Steven Cress预计半导体将继续跑赢大盘,这也是为什么他选择的5只股票中有3只专注于该领域。</p>\n<p><img src=\"https://static.tigerbbs.com/cbe74a0f658be6494385d99f74f0663a\" tg-width=\"1016\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Synaptics</b></p>\n<p>Synaptics是一家全球领先的移动计算、通信和娱乐设备人机界面交互开发解决方案设计制造公司,并供应包括专用集成电路、固件、软件、模式识别与触感技术等多项技术。</p>\n<p>其次,Synaptics本月宣布立即收购通讯语音和无线芯片组解决方案供应商DSP集团。从长远来看,收购DSP是明智之举。Synaptics总裁兼首席执行官Michael Hurlston称:“DSP集团在SmartVoice和低功耗人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>方面的能力与我们在网络边缘的连接设备中嵌入更多智能的长期愿景一致。此外,DSP集团的ULE无线技术和VOIP处理解决方案的加入增强了我们的交叉销售能力,并为我们合并客户群提供差异化的解决方案。”</p>\n<p>当市盈率与增长率相结合时,它的估值指标颇具吸引力。此外,该公司的预期市盈率为26倍,仅比该行业高出4%,将继续呈上升趋势。此外,Synaptics具有良好的盈利和稳定的增长能力。</p>\n<p><img src=\"https://static.tigerbbs.com/5032e51764d100898db3f3c75cdb220f\" tg-width=\"845\" tg-height=\"267\" referrerpolicy=\"no-referrer\"></p>\n<p>在财务方面,过去90天里,分析师对Synaptics业绩预期给出了11次向上修正,零次向下修正。Synaptics的修正评级为A+,第一财季盈利超过预期,在公布营收和利润后,其创纪录的利润率推动其股价上涨7%。该公司第一财季的GAAP和Non-GAAP毛利率分别达到了创新高的53.2%和58.0%。每股收益2.68美元,比上年高出0.07美元;收入为3.73亿美元,同比增长13.49%。Synaptics总裁兼首席执行官Michael Hurlston在第三季度财报电话会议上表示:“Synaptics在2022财年开局强劲,第一季度营收高于指引区间的中点,Non-GAAP毛利率达到公司历史最高水平,Non-GAAP运营利润率又创下新高。”</p>\n<p><img src=\"https://static.tigerbbs.com/b106f702525454b9956c8bba454c1c3a\" tg-width=\"846\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p><b>MaxLinear</b></p>\n<p>MaxLinear是一家美国硬件公司,致力于通过射频、模拟、数字和增强宽带通信应用来改善世界通信网络。由于在增长、盈利能力、势头和修正方面的因素评级较高,Cress认为MaxLinear是一个优秀的科技股标的。</p>\n<p>今年以来,MaxLinear的股价上涨了94%以上,充分利用了居家办公的热潮。Seeking Alpha作者Stephen Simpson写道:“2020年宽带用户的增长创新高,推动了对MaxLinear前端和连接解决方案的强劲需求,而收购<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)家庭网关业务的进展异常顺利。”</p>\n<p>Simpson进一步写道:“MaxLinear的WiFi 6和WiFi 6E正在成为业务真正的增长引擎,而内部设备的内容收益也在推动营收。”MaxLinear三季度净收入2.298亿美元,同比增长近47%;MaxLinear三季度GAAP毛利率为56.5%,Non-GAAP毛利率为61.3%。MaxLinear今年的股价已上升超过127%。在过去的90天内,11位分析师上调了他们的预估。</p>\n<p><img src=\"https://static.tigerbbs.com/236af5d183315fcac26f7259fa31726c\" tg-width=\"843\" tg-height=\"543\" referrerpolicy=\"no-referrer\"></p>\n<p><b>安美森半导体</b></p>\n<p>作为财富1000强公司,安美森半导体是一家美国半导体供应商;该公司的产品系列包括电源和信号管理、逻辑、分立及定制器件,帮助客户解决他们在汽车、通信、计算机、消费电子、工业、LED照明、医疗、军事/航空及电源应用的独特设计挑战,既快速又符合高性价比。</p>\n<p>花旗集团分析师Christopher Danely称:“随着1月的财报季即将到来,现在是投资者购买半导体类股的黄金时间,芯片行业的短缺似乎不会在短期内得到改善。”Danely指出,自1999年和2000年以来,半导体行业的经营状况从未如此强劲,“许多”企业的订单一直持续到2022年。</p>\n<p>安美森的估值相对于其所在行业的吸引力超过7.5%,远期市盈率为23.03倍。尽管供应限制给半导体行业带来了一些问题,不过安美森半导体将继续前进,正如其业绩增长所显示的那样。</p>\n<p>今年以来,安美森半导体的股价已经上涨了96%以上。安美森半导体的业绩在过去六个季度超过了预期,同时分析师们继续上调他们的收益预期。在最近公布了超出预期17.6%的意外收益后,该股继续攀升。90天内,该公司的一致预测每股收益向上修正26次,向下修正0次。</p>\n<p>安美森半导体首席财务官Thad Trent在第三季度业绩电话会议上表示:“我很高兴地宣布,这又是一个创纪录的季度业绩……创纪录的季度收入,创纪录的非公认会计准则运营利润率和每股收益,同时产生了20%的自由现金流利润率。我们的三个业务部门都报告了创纪录的季度收入,我们的目标汽车和工业终端市场也相继增长,实现了创纪录的收入水平。”</p>\n<p><img src=\"https://static.tigerbbs.com/76549fde3744a6cc160a4db95cbda579\" tg-width=\"859\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p>\n<p>如果按照这个速度,该公司继续保持他们的预期速度实现第四季度的指引,其每股收益将同比增长229.4%。安美森半导体势头强劲,且拥有诱人的价格回报,10年的性价比回报超过700%。深入研究安美森半导体,可以发现其EBITDA增长评级较上年同期表现强劲,较该行业高131%,EPS FWD长期评级较该行业高208%。</p>\n<p><b>惠普</b></p>\n<p>惠普是一家跨国信息技术公司,它开发了第一批计算机之一。今天,惠普继续提供计算和其他设备,并专注于基于云的解决方案,以帮助改变人们连接和经营的方式。该股也是IT行业为数不多的高派息股之一。该公司在很长一段时间内连续支付股息,这表明了它对股东的稳定回报。</p>\n<p>惠普公司有着良好的声誉和价值。与其他科技公司相比,该公司的估值超低,远期市盈率为8.8倍,比该行业低近65%,市盈率相对盈利增长比率(PEG)比行业价值低80%以上,使得这只股票非常有吸引力。凭借诱人的估值、2.72%的股息率、诱人的整体股息,这家公司没有什么可挑剔的。</p>\n<p><img src=\"https://static.tigerbbs.com/dcf2431e927f201e91cc1b3745f0de20\" tg-width=\"844\" tg-height=\"538\" referrerpolicy=\"no-referrer\"></p>\n<p>当我们考虑惠普的整体因素等级和增长潜力时,很明显,惠普已经利用了当前的环境。SA作者Paul Franke认为:“在过去一年里,惠普对投资者的表现甚至更好,并在2021年成为基于动量的大型科技公司的最大赢家。在疫情期间,居家工作/上学对电脑和打印机的需求激增,这是该股上涨的主要商业需求原因。”</p>\n<p>在疫情期间,惠普受益成为强有力的竞争者,并改进了供应链解决方案。惠普公布第四季度财报后,惠普股价飙升8%,创下38.19美元的盘中高点,此前该公司公布的财报超出预期,并表示其销售业绩持续增长。</p>\n<p>惠普于2021年11月23日公布第四季度业绩后,股价创下52周以来的最高值。每股收益0.94美元,高于预期0.06美元;营收166.8亿美元,同比增长9.29%,超过预期12.5亿美元。在过去90天内,惠普的一致预测每股收益向上修订了17次,而向下修订的次数为0。</p>\n<p><img src=\"https://static.tigerbbs.com/07642027e72791db393ecf5d26e5f209\" tg-width=\"856\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>而且惠普首席财务官Marie Myers在第四季度财报电话会议上表示:“展望22财年,我们预计将继续以至少40亿美元的高价回购股票。我们的股票回购计划,加上最近增加的每股1美元的年度股息,使我们有望超过价值创造计划中设定的160亿美元的资本回报目标。”</p>\n<p><b>Calix</b></p>\n<p>Calix主要服务于让客户通过使用其云计算、软件和通信服务来简化业务流程。得益于远程工作、教育和混合环境的采用和增长,Calix的需求很高。 Seeking Alpha作者Justin J. Lee称:“我相信Calix为成长型投资者提供了一个很好的投资机会,因为他们的客户基础和收入正在迅速增长,我预计这一趋势将持续下去。其次,作为收入增长的反映,营业现金流正在迅速改善,资产负债表正变得更加强劲。最后,它们的利润率一直在提高,尽管供应链问题可能会在2022年之前对它们构成挑战。”</p>\n<p><img src=\"https://static.tigerbbs.com/9911801a065d0d26a6588a186ac2110c\" tg-width=\"842\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>\n<p>过去六个月里,该公司股价上涨了近50%。第三季度每股收益0.35美元,比预期高出0.07美元;营收达1.72亿美元,同比增长14.43%,超过了预期455万美元。此外,Calix的净资产收益率也非常高,比整个行业高出近4500 %——非常令人印象深刻。</p>\n<p><b>结论:沉睡科技股也能赚钱</b></p>\n<p>科技股是很好的买入对象,特别是如果你能找到那些估值合理、基本面良好、并能利用其增长和势头的股票。在当前的环境下,这些股票选择都提供了良好的增长和价值的平衡,考虑到相关行业正在发展和改变我们的生活方式,这是一个使投资组合多样化,并搭上数字和半导体顺风车的好时机。</p>\n<p><b>市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。</b></p>","source":"stock_zhitongcaijing","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>可能强过苹果和特斯拉,2022年看看这5只科技股</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; 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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可能强过苹果和特斯拉,2022年看看这5只科技股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 19:58 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/621468.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>纳斯达克指数今年迄今上涨21.17%,苹果、微软、谷歌、特斯拉和英伟达是今年以来回报率最高的5家公司;排除这前5大贡献者,纳斯达克指数今年仅上涨了5.79%。\n随着Omicron新异株的出现,市场的担忧已经抬头。正如我们在黑色星期五看到的那样,不确定性可能导致投资者抛售。值得注意的是,并非所有的科技巨头都表现亮眼。一些基本面不佳的大型科技公司在短短几周内股价下跌超过40%。以DocuSign(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/621468.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/5d8fb95e65f042f352c6313989391357","relate_stocks":{"TSLA":"特斯拉","HPQ":"惠普","BK4566":"资本集团","SYNA":"Synaptics Incorporated","TTTN":"老虎中美互联网巨头ETF","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4099":"汽车制造商","CALX":"Calix Networks","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","QNETCN":"纳斯达克中美互联网老虎指数","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOG":"谷歌","BK4515":"5G概念","AAPL":"苹果","BK4553":"喜马拉雅资本持仓","MXL":"MaxLinear","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"http://www.zhitongcaijing.com/content/detail/621468.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191939175","content_text":"纳斯达克指数今年迄今上涨21.17%,苹果、微软、谷歌、特斯拉和英伟达是今年以来回报率最高的5家公司;排除这前5大贡献者,纳斯达克指数今年仅上涨了5.79%。\n随着Omicron新异株的出现,市场的担忧已经抬头。正如我们在黑色星期五看到的那样,不确定性可能导致投资者抛售。值得注意的是,并非所有的科技巨头都表现亮眼。一些基本面不佳的大型科技公司在短短几周内股价下跌超过40%。以DocuSign(DOCU.US)为例,这类股票在疫情期间曾被大肆炒作,但它们缺乏坚实的基本面。\n虽然大型科技股(Mega-Tech)公司的表现为人所熟知,但也有一些有价值的科技股值得关注——今年迄今,这些股票的涨幅都超过了标普尔500指数和纳斯达克指数。\n\n那些具有良好基本面和指标的股票为投资者提供买入机会,包括Synaptics、MaxLinear(MXL.US)、安美森半导体、惠普和Calix。由于半导体在供应受限的情况下仍领先于大盘,Seeking Alpha的量化策略主管Steven Cress预计半导体将继续跑赢大盘,这也是为什么他选择的5只股票中有3只专注于该领域。\n\nSynaptics\nSynaptics是一家全球领先的移动计算、通信和娱乐设备人机界面交互开发解决方案设计制造公司,并供应包括专用集成电路、固件、软件、模式识别与触感技术等多项技术。\n其次,Synaptics本月宣布立即收购通讯语音和无线芯片组解决方案供应商DSP集团。从长远来看,收购DSP是明智之举。Synaptics总裁兼首席执行官Michael Hurlston称:“DSP集团在SmartVoice和低功耗人工智能方面的能力与我们在网络边缘的连接设备中嵌入更多智能的长期愿景一致。此外,DSP集团的ULE无线技术和VOIP处理解决方案的加入增强了我们的交叉销售能力,并为我们合并客户群提供差异化的解决方案。”\n当市盈率与增长率相结合时,它的估值指标颇具吸引力。此外,该公司的预期市盈率为26倍,仅比该行业高出4%,将继续呈上升趋势。此外,Synaptics具有良好的盈利和稳定的增长能力。\n\n在财务方面,过去90天里,分析师对Synaptics业绩预期给出了11次向上修正,零次向下修正。Synaptics的修正评级为A+,第一财季盈利超过预期,在公布营收和利润后,其创纪录的利润率推动其股价上涨7%。该公司第一财季的GAAP和Non-GAAP毛利率分别达到了创新高的53.2%和58.0%。每股收益2.68美元,比上年高出0.07美元;收入为3.73亿美元,同比增长13.49%。Synaptics总裁兼首席执行官Michael Hurlston在第三季度财报电话会议上表示:“Synaptics在2022财年开局强劲,第一季度营收高于指引区间的中点,Non-GAAP毛利率达到公司历史最高水平,Non-GAAP运营利润率又创下新高。”\n\nMaxLinear\nMaxLinear是一家美国硬件公司,致力于通过射频、模拟、数字和增强宽带通信应用来改善世界通信网络。由于在增长、盈利能力、势头和修正方面的因素评级较高,Cress认为MaxLinear是一个优秀的科技股标的。\n今年以来,MaxLinear的股价上涨了94%以上,充分利用了居家办公的热潮。Seeking Alpha作者Stephen Simpson写道:“2020年宽带用户的增长创新高,推动了对MaxLinear前端和连接解决方案的强劲需求,而收购英特尔(INTC.US)家庭网关业务的进展异常顺利。”\nSimpson进一步写道:“MaxLinear的WiFi 6和WiFi 6E正在成为业务真正的增长引擎,而内部设备的内容收益也在推动营收。”MaxLinear三季度净收入2.298亿美元,同比增长近47%;MaxLinear三季度GAAP毛利率为56.5%,Non-GAAP毛利率为61.3%。MaxLinear今年的股价已上升超过127%。在过去的90天内,11位分析师上调了他们的预估。\n\n安美森半导体\n作为财富1000强公司,安美森半导体是一家美国半导体供应商;该公司的产品系列包括电源和信号管理、逻辑、分立及定制器件,帮助客户解决他们在汽车、通信、计算机、消费电子、工业、LED照明、医疗、军事/航空及电源应用的独特设计挑战,既快速又符合高性价比。\n花旗集团分析师Christopher Danely称:“随着1月的财报季即将到来,现在是投资者购买半导体类股的黄金时间,芯片行业的短缺似乎不会在短期内得到改善。”Danely指出,自1999年和2000年以来,半导体行业的经营状况从未如此强劲,“许多”企业的订单一直持续到2022年。\n安美森的估值相对于其所在行业的吸引力超过7.5%,远期市盈率为23.03倍。尽管供应限制给半导体行业带来了一些问题,不过安美森半导体将继续前进,正如其业绩增长所显示的那样。\n今年以来,安美森半导体的股价已经上涨了96%以上。安美森半导体的业绩在过去六个季度超过了预期,同时分析师们继续上调他们的收益预期。在最近公布了超出预期17.6%的意外收益后,该股继续攀升。90天内,该公司的一致预测每股收益向上修正26次,向下修正0次。\n安美森半导体首席财务官Thad Trent在第三季度业绩电话会议上表示:“我很高兴地宣布,这又是一个创纪录的季度业绩……创纪录的季度收入,创纪录的非公认会计准则运营利润率和每股收益,同时产生了20%的自由现金流利润率。我们的三个业务部门都报告了创纪录的季度收入,我们的目标汽车和工业终端市场也相继增长,实现了创纪录的收入水平。”\n\n如果按照这个速度,该公司继续保持他们的预期速度实现第四季度的指引,其每股收益将同比增长229.4%。安美森半导体势头强劲,且拥有诱人的价格回报,10年的性价比回报超过700%。深入研究安美森半导体,可以发现其EBITDA增长评级较上年同期表现强劲,较该行业高131%,EPS FWD长期评级较该行业高208%。\n惠普\n惠普是一家跨国信息技术公司,它开发了第一批计算机之一。今天,惠普继续提供计算和其他设备,并专注于基于云的解决方案,以帮助改变人们连接和经营的方式。该股也是IT行业为数不多的高派息股之一。该公司在很长一段时间内连续支付股息,这表明了它对股东的稳定回报。\n惠普公司有着良好的声誉和价值。与其他科技公司相比,该公司的估值超低,远期市盈率为8.8倍,比该行业低近65%,市盈率相对盈利增长比率(PEG)比行业价值低80%以上,使得这只股票非常有吸引力。凭借诱人的估值、2.72%的股息率、诱人的整体股息,这家公司没有什么可挑剔的。\n\n当我们考虑惠普的整体因素等级和增长潜力时,很明显,惠普已经利用了当前的环境。SA作者Paul Franke认为:“在过去一年里,惠普对投资者的表现甚至更好,并在2021年成为基于动量的大型科技公司的最大赢家。在疫情期间,居家工作/上学对电脑和打印机的需求激增,这是该股上涨的主要商业需求原因。”\n在疫情期间,惠普受益成为强有力的竞争者,并改进了供应链解决方案。惠普公布第四季度财报后,惠普股价飙升8%,创下38.19美元的盘中高点,此前该公司公布的财报超出预期,并表示其销售业绩持续增长。\n惠普于2021年11月23日公布第四季度业绩后,股价创下52周以来的最高值。每股收益0.94美元,高于预期0.06美元;营收166.8亿美元,同比增长9.29%,超过预期12.5亿美元。在过去90天内,惠普的一致预测每股收益向上修订了17次,而向下修订的次数为0。\n\n而且惠普首席财务官Marie Myers在第四季度财报电话会议上表示:“展望22财年,我们预计将继续以至少40亿美元的高价回购股票。我们的股票回购计划,加上最近增加的每股1美元的年度股息,使我们有望超过价值创造计划中设定的160亿美元的资本回报目标。”\nCalix\nCalix主要服务于让客户通过使用其云计算、软件和通信服务来简化业务流程。得益于远程工作、教育和混合环境的采用和增长,Calix的需求很高。 Seeking Alpha作者Justin J. Lee称:“我相信Calix为成长型投资者提供了一个很好的投资机会,因为他们的客户基础和收入正在迅速增长,我预计这一趋势将持续下去。其次,作为收入增长的反映,营业现金流正在迅速改善,资产负债表正变得更加强劲。最后,它们的利润率一直在提高,尽管供应链问题可能会在2022年之前对它们构成挑战。”\n\n过去六个月里,该公司股价上涨了近50%。第三季度每股收益0.35美元,比预期高出0.07美元;营收达1.72亿美元,同比增长14.43%,超过了预期455万美元。此外,Calix的净资产收益率也非常高,比整个行业高出近4500 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","text":"$新加坡航空公司(C6L.SI)$全仓买入[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604129817","isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605192317,"gmtCreate":1639126322988,"gmtModify":1639126333121,"author":{"id":"3567575098485843","authorId":"3567575098485843","name":"股市轟炸机队长","avatar":"https://static.tigerbbs.com/1ec92b2a3335762e71e118cc8d1b3753","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567575098485843","idStr":"3567575098485843"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>值得拥有吗?忽然股市变得很陌生😄","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>值得拥有吗?忽然股市变得很陌生😄","text":"$阿里巴巴-SW(09988)$值得拥有吗?忽然股市变得很陌生😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605192317","isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605366720,"gmtCreate":1639115986574,"gmtModify":1639115988960,"author":{"id":"3567575098485843","authorId":"3567575098485843","name":"股市轟炸机队长","avatar":"https://static.tigerbbs.com/1ec92b2a3335762e71e118cc8d1b3753","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567575098485843","idStr":"3567575098485843"},"themes":[],"htmlText":"低买高卖正常操作,这说明股市要崩溃了。反正跌下来可以买回来。有谁不知道美股高","listText":"低买高卖正常操作,这说明股市要崩溃了。反正跌下来可以买回来。有谁不知道美股高","text":"低买高卖正常操作,这说明股市要崩溃了。反正跌下来可以买回来。有谁不知道美股高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605366720","repostId":"2190641963","repostType":2,"repost":{"id":"2190641963","pubTimestamp":1639103363,"share":"https://www.laohu8.com/m/news/2190641963?lang=&edition=full","pubTime":"2021-12-10 10:29","market":"us","language":"zh","title":"前所未有!美国高管们以“光速”集体抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2190641963","media":"华尔街见闻","summary":"马斯克开创了许多浪潮,新能源汽车算一个,大规模抛售自家股票算一个。《华尔街日报》对调研公司InsiderScore的数据进行了分析,结果表明到目前为止,今年有48位美国顶级公司高管通过出售股票各自获得超2亿美元的收入,人数几乎是2016-2020年间的四倍。而在这些高管中,有许多人是首次出售股票。那么这次是什么引起美国巨头高官们跟风抛售?","content":"<p>马斯克开创了许多浪潮,新能源汽车算一个,大规模抛售自家股票算一个。</p>\n<p>《华尔街日报》对调研公司InsiderScore的数据进行了分析,结果表明到目前为止,今年有48位美国顶级公司高管通过出售股票各自获得超2亿美元的收入,人数几乎是2016-2020年间的四倍。</p>\n<p>纵观整个标普500指数,在11月之前高管们就已经出售价值635亿美元的股票,较2020年全年增长50%,创下了历史记录。其中科技股达到410亿美元,增幅达到三分之一以上。而金融股的抛售数额虽然较小,但是增速更快。</p>\n<p>而在这些高管中,有许多人是首次出售股票。比如化妆品亿万富翁罗纳德·劳德(Ronald Lauder)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>联合创始人拉里·佩奇(Larry Page),以及谢尔盖·布林(Sergey Brin)。</p>\n<p>还有些人已经不是第一次,并且还在加速出售股票,甚至有望打破他们近期的抛售记录。比如<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>的缔造者沃尔顿家族,以及Facebook母公司<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>的首席执行官马克·扎克伯格。</p>\n<p>宾夕法尼亚大学沃顿商学院会计学教授Daniel Taylor对此表示,<b>此次的大规模抛售是“前所未有”的,有可能是近十年来最多的一次。</b>而上次出现这样的情形还是2000年代初期,当时处于互联网繁荣时代的尾声。</p>\n<p>那么这次是什么引起美国巨头高官们跟风抛售?彭博社对此指出,税收新规可能是引发此次风潮的关键原因。</p>\n<h2>税收新规:从资本利得税开刀</h2>\n<p>作为民主党“重建更好”立法计划的一部分,华盛顿立法机构有可能会提高资本利得税税率。</p>\n<p>目前该提案正在参议院审议,内容包括从2022年开始对总收入超过1000万美元的富人征收5%资本利得税,而对收入超过2500万的富人再另外征收3%,其中涵盖出售股票获得的收益。</p>\n<p>Taylor对此表示,<b>在税收新规落地之前,高管们每出售价值一亿美元的股票,就可以节省高达800万美元的税款,而这就是促进大规模抛售的强大动力。</b></p>\n<p>其实在上个月<a href=\"https://laohu8.com/S/MSFT\">微软</a>首席执行Satya Nadella抛售半数持股时就有分析师表示,此举和<a href=\"https://laohu8.com/S/MSFT\">微软</a>所在的华盛顿州即将于明年推出的税收政策有关。从2022年1月1日开始,华盛顿州将对个人居民征收资本利得税,超过25万美元的长期资本收益适用税率为7%。</p>\n<p>而除了税收因素之外,估值高企或是另一个引发大规模减持的重要原因。</p>\n<h2>美股估值高企 “利率冲击”引发担忧</h2>\n<p>目前,美国国内通胀高企引发市场对未来“利率冲击”的担忧,众多分析机构均对美国风险资产市场持有并不乐观的态度。</p>\n<p>美联储在最新发布的半年度金融稳定报告中也敲响了警钟:<b>风险资产随时可能崩盘。</b></p>\n<p>美联储立场的骤然转变也成为让风险市场恐慌的关键原因。<b>美联储的鹰派倾向正在加速影响市场对未来利率的预期,所以一旦加息预期升温,美股估值可能会直接受到损害,其中首当其冲的就是依赖未来长期现金流的科技股。</b></p>\n<p>InsiderScore研究主管Ben Silverman表示,超级富豪们在尽量不吓到股价的同时,正在利用市场的泡沫。</p>\n<p>但其实他们已经吓到投资者了。</p>\n<p>彭博社表示,已经有人开始担心,公司高管们大规模减少持股意味着他们预计股价不会进一步走高,而骤然抛售还可能会对股价造成下行压力。</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>前所未有!美国高管们以“光速”集体抛售</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n前所未有!美国高管们以“光速”集体抛售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 10:29 北京时间 <a href=https://wallstreetcn.com/articles/3646981><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克开创了许多浪潮,新能源汽车算一个,大规模抛售自家股票算一个。\n《华尔街日报》对调研公司InsiderScore的数据进行了分析,结果表明到目前为止,今年有48位美国顶级公司高管通过出售股票各自获得超2亿美元的收入,人数几乎是2016-2020年间的四倍。\n纵观整个标普500指数,在11月之前高管们就已经出售价值635亿美元的股票,较2020年全年增长50%,创下了历史记录。其中科技股达到...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3646981\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4e269c50ee83054ffef2ccd9af22cae9","relate_stocks":{"BK4516":"特朗普概念","BK4528":"SaaS概念","MSFT":"微软","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","WMT":"沃尔玛","BK4525":"远程办公概念","TSLA":"特斯拉","BK4524":"宅经济概念","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4550":"红杉资本持仓","GOOG":"谷歌","BK4097":"系统软件","BK4155":"大卖场与超市","BK4504":"桥水持仓","BK4514":"搜索引擎"},"source_url":"https://wallstreetcn.com/articles/3646981","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190641963","content_text":"马斯克开创了许多浪潮,新能源汽车算一个,大规模抛售自家股票算一个。\n《华尔街日报》对调研公司InsiderScore的数据进行了分析,结果表明到目前为止,今年有48位美国顶级公司高管通过出售股票各自获得超2亿美元的收入,人数几乎是2016-2020年间的四倍。\n纵观整个标普500指数,在11月之前高管们就已经出售价值635亿美元的股票,较2020年全年增长50%,创下了历史记录。其中科技股达到410亿美元,增幅达到三分之一以上。而金融股的抛售数额虽然较小,但是增速更快。\n而在这些高管中,有许多人是首次出售股票。比如化妆品亿万富翁罗纳德·劳德(Ronald Lauder)、谷歌联合创始人拉里·佩奇(Larry Page),以及谢尔盖·布林(Sergey Brin)。\n还有些人已经不是第一次,并且还在加速出售股票,甚至有望打破他们近期的抛售记录。比如沃尔玛的缔造者沃尔顿家族,以及Facebook母公司Meta Platforms的首席执行官马克·扎克伯格。\n宾夕法尼亚大学沃顿商学院会计学教授Daniel Taylor对此表示,此次的大规模抛售是“前所未有”的,有可能是近十年来最多的一次。而上次出现这样的情形还是2000年代初期,当时处于互联网繁荣时代的尾声。\n那么这次是什么引起美国巨头高官们跟风抛售?彭博社对此指出,税收新规可能是引发此次风潮的关键原因。\n税收新规:从资本利得税开刀\n作为民主党“重建更好”立法计划的一部分,华盛顿立法机构有可能会提高资本利得税税率。\n目前该提案正在参议院审议,内容包括从2022年开始对总收入超过1000万美元的富人征收5%资本利得税,而对收入超过2500万的富人再另外征收3%,其中涵盖出售股票获得的收益。\nTaylor对此表示,在税收新规落地之前,高管们每出售价值一亿美元的股票,就可以节省高达800万美元的税款,而这就是促进大规模抛售的强大动力。\n其实在上个月微软首席执行Satya Nadella抛售半数持股时就有分析师表示,此举和微软所在的华盛顿州即将于明年推出的税收政策有关。从2022年1月1日开始,华盛顿州将对个人居民征收资本利得税,超过25万美元的长期资本收益适用税率为7%。\n而除了税收因素之外,估值高企或是另一个引发大规模减持的重要原因。\n美股估值高企 “利率冲击”引发担忧\n目前,美国国内通胀高企引发市场对未来“利率冲击”的担忧,众多分析机构均对美国风险资产市场持有并不乐观的态度。\n美联储在最新发布的半年度金融稳定报告中也敲响了警钟:风险资产随时可能崩盘。\n美联储立场的骤然转变也成为让风险市场恐慌的关键原因。美联储的鹰派倾向正在加速影响市场对未来利率的预期,所以一旦加息预期升温,美股估值可能会直接受到损害,其中首当其冲的就是依赖未来长期现金流的科技股。\nInsiderScore研究主管Ben Silverman表示,超级富豪们在尽量不吓到股价的同时,正在利用市场的泡沫。\n但其实他们已经吓到投资者了。\n彭博社表示,已经有人开始担心,公司高管们大规模减少持股意味着他们预计股价不会进一步走高,而骤然抛售还可能会对股价造成下行压力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605962269,"gmtCreate":1639102591458,"gmtModify":1639102593534,"author":{"id":"3567575098485843","authorId":"3567575098485843","name":"股市轟炸机队长","avatar":"https://static.tigerbbs.com/1ec92b2a3335762e71e118cc8d1b3753","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567575098485843","idStr":"3567575098485843"},"themes":[],"htmlText":"传闻不是他左手卖高价,右手又低价买回来吗?","listText":"传闻不是他左手卖高价,右手又低价买回来吗?","text":"传闻不是他左手卖高价,右手又低价买回来吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605962269","repostId":"1146192152","repostType":2,"repost":{"id":"1146192152","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":1639099595,"share":"https://www.laohu8.com/m/news/1146192152?lang=&edition=full","pubTime":"2021-12-10 09:26","market":"other","language":"zh","title":"马斯克卖出的特斯拉股票已占其承诺出售的64.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146192152","media":"老虎资讯综合","summary":"12月10日,据美国证交会文件:特斯拉CEO埃隆·马斯克于12月9日行使2,165,241份期权,出售了934,091股股票,估值为9.38亿美元。\n马斯克自11月8日以来累计出售约11,032,33","content":"<p>12月10日,据美国证交会文件:<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克于12月9日行使2,165,241份期权,出售了934,091股股票,估值为9.38亿美元。</p>\n<p>马斯克自11月8日以来累计出售约11,032,330股特斯拉股票,占其此前承诺股份数的64.71%。</p>\n<p><img src=\"https://static.tigerbbs.com/b9bdc53ccd657919329579d8c9601cbb\" tg-width=\"1920\" tg-height=\"842\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克卖出的特斯拉股票已占其承诺出售的64.71%</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 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克卖出的特斯拉股票已占其承诺出售的64.71%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-10 09:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月10日,据美国证交会文件:<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克于12月9日行使2,165,241份期权,出售了934,091股股票,估值为9.38亿美元。</p>\n<p>马斯克自11月8日以来累计出售约11,032,330股特斯拉股票,占其此前承诺股份数的64.71%。</p>\n<p><img src=\"https://static.tigerbbs.com/b9bdc53ccd657919329579d8c9601cbb\" tg-width=\"1920\" tg-height=\"842\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"BK4555":"新能源车","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146192152","content_text":"12月10日,据美国证交会文件:特斯拉CEO埃隆·马斯克于12月9日行使2,165,241份期权,出售了934,091股股票,估值为9.38亿美元。\n马斯克自11月8日以来累计出售约11,032,330股特斯拉股票,占其此前承诺股份数的64.71%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602335792,"gmtCreate":1638970696426,"gmtModify":1638970698669,"author":{"id":"3567575098485843","authorId":"3567575098485843","name":"股市轟炸机队长","avatar":"https://static.tigerbbs.com/1ec92b2a3335762e71e118cc8d1b3753","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567575098485843","idStr":"3567575098485843"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>最重要它离6块不远","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>最重要它离6块不远","text":"$老虎证券(TIGR)$最重要它离6块不远","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602335792","isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606753476,"gmtCreate":1638931200133,"gmtModify":1638931202272,"author":{"id":"3567575098485843","authorId":"3567575098485843","name":"股市轟炸机队长","avatar":"https://static.tigerbbs.com/1ec92b2a3335762e71e118cc8d1b3753","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567575098485843","idStr":"3567575098485843"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>怎么那么消极了","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>怎么那么消极了","text":"$云顶新加坡(G13.SI)$怎么那么消极了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606753476","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606266846,"gmtCreate":1638886666546,"gmtModify":1638886668647,"author":{"id":"3567575098485843","authorId":"3567575098485843","name":"股市轟炸机队长","avatar":"https://static.tigerbbs.com/1ec92b2a3335762e71e118cc8d1b3753","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567575098485843","idStr":"3567575098485843"},"themes":[],"htmlText":"[微笑] [微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606266846","repostId":"1164548995","repostType":2,"repost":{"id":"1164548995","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638885141,"share":"https://www.laohu8.com/m/news/1164548995?lang=&edition=full","pubTime":"2021-12-07 21:52","market":"us","language":"zh","title":"盘前观察:美联储收缩不可怕,真正“放水”的是美债","url":"https://stock-news.laohu8.com/highlight/detail?id=1164548995","media":"老虎锐评","summary":"只要美国政府继续提高债务上限继续透支型消费,那么市场的流动性依然不会少。","content":"<p>美股盘前上涨,中概股盘前普涨,WOOD继续加仓<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>并出售JD。航空邮轮股大涨,有报告显示Omicron患者的住院时间是2.8天,大大低于Delta患者8.5天的住院时间。</p>\n<p><b>一张图解释对美联储的误解</b></p>\n<p>离下次FOMC会议还有不到一周的时间,很好奇美联储是否会说明Tapering提前的时间。美联储的心态是在“加速”过程中,可以理解成内心已经很慌,但是外表还故作镇定。无论是Tapering提前结束,还是加息提前开始,流动性收缩是必然的事情。<b>所以资本市场有一种看法,就是认为美国多年的牛市也将终结,因为美国市场就是美联储流动性“吹”出来的。美联储一旦收缩流动性,那么势必会让美国股市成为无源之水。</b></p>\n<p>这个世界有很多现象,比方说美股持续多年牛市,比方说中国对外贸易持续强劲,归根结底,都在于一件事情——美国国债持续攀升。下图是过去近百年(1927-2021)的美国国家负债(蓝色),美联储国债持仓(桔色)和标普500(红色)。美国国债目前接近$30万亿,美联储只持有了$5万亿。</p>\n<p><img src=\"https://static.tigerbbs.com/cc9f40f0bfdbda7ba4fa405239e743fe\" tg-width=\"772\" tg-height=\"341\" referrerpolicy=\"no-referrer\"></p>\n<p>在过去近100年历史中,1980年以前美国的国家负债一直保持在低位。标普500从1927年开始经历了53年,指数仅从17涨到135。但是随后的40+年,随着美国国家债务的快速增加,指数从135涨到了4500。也就是说<b>,标普500过去近百年的涨幅,1980年以前只占3%不到,1980年以后的贡献超过了97%。而从美国的国家负债来看,过去近百年时间,1980年以前增加的债务只占3%,97%的债务贡献来源于1980之后</b>(1927,1980和2021年的国家债务分别是180亿,9700亿,28万亿),<b>这个数字是不是非常巧合?</b></p>\n<p>美联储在美股上涨所扮演的角色,其实非常有限。就算量化宽松+最近大放水持续了多年,美联储只是在美国国债大放水之下,帮忙托市了一下,目前持有国债比例只有1/6。</p>\n<p>我们再从宏观的角度去思考。真正往市场注入“流动性”的机构,其实是不停发国债的美国政府——拿出一堆自己印的国债,从市场上拿到真金白银,然后自己又花掉这笔真金白银<b>。透支型消费,才是真正注水的行为</b>,就像房地产企业拼命透支型建房一样——建房的过程中,让所有的相关人士,比方说设计施工人员都致富了。美联储在这个过程中,最多就是一个“帮凶”而已,帮助美国政府拿到真金白银,但自己还要记账美国政府欠了多少钱。没有美联储搞量化宽松托市,美国的国家债务还是一样上升,注水程度一样不会减少。</p>\n<p>只是过去美联储注水的时候,恰逢美国股市上涨,所以美联储被认为是注水的元凶。但1980年之后的美国股市,没有美联储注水,股市和美国国家债务依然同步上涨。所以今天即使美联储收缩流动性,只要美国政府继续提高债务上限继续透支型消费,那么市场的流动性依然不会少(同样,中国的贸易依然会好)。</p>\n<p>民主党会让美国国家债务减少吗?肯定不会。那共和党呢?也不会,小布什和川普都没有做到。只要美国坚持你4年我4年的轮番折腾,美国的国家债务就会越来越多,永远不转向。市场不愁没有流动性。</p>\n<p><b>公司新闻</b></p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">英特尔</a>:计划将旗下自动驾驶汽车部门<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>拆分上市。</b>此前该公司表示计划在2022年中期首次公开募股,估值可能超过$500亿。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>:正在更换其部分车型上的故障摄像头。</b>故障摄像头或将导致驾驶员在汽车主屏幕上看到空白或不完整的视频影响。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/F\">福特汽车</a>:确认<a href=\"https://laohu8.com/S/300750\">宁德时代</a>为电池供应商,后者将与<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等助福特实现电动转型。</b>福特将与宁德时代、比亚迪和SK、LG Energy Solution、<a href=\"https://laohu8.com/S/PC\">松下</a>等5家电池供应商保持合作,目标是到 2030年在全球建立起240 GWh的生产能力。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/C\">花旗</a>:拟出售亚洲众多零售资产,价值高达$30亿。</b>花旗考虑向富邦金融出售在中国的零售银行资产,预计将筹集$1亿至2亿;向新加坡大华以及渣打分别出售印尼和马来西亚的零售资产,价值可能分别达数亿美元;考虑将泰国零售资产出售予泰国大城银行,价值约$20亿。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>:俄罗斯对谷歌再次追加500万卢布处罚。</b>谷歌因未能删除被俄官方禁止的煽动极端主义内容,以及未能将俄罗斯用户个人数据本地化,累计罚款已达5,400万。<b> </b></p>\n<p><b>Meta(FB):Instagram表示将调整青少年用户政策。</b>Instagram表示将严格限制向青少年用户推荐的内容类型,该平台负责人将出席国会听证会。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>:欧盟反垄断机构正对微软$160亿收购Nuance展开调查。</b>欧盟要求微软微软的客户和竞争对手列出关注事项,此前微软收购了语音识别巨头Nuance。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/GSK\">葛兰素史克</a>:与Vir Biotechnology(VIR)合作开发的抗体疗法对Omicron毒株有效。 </b></p>\n<p><b><a href=\"https://laohu8.com/S/BGNE\">百济神州</a>:披露发行结果:网上投资者弃购近¥1.99亿。</b><a href=\"https://laohu8.com/S/06160\">百济神州</a>发布发行结果公告,网上投资者放弃认购数量为103.25万股;网上投资者放弃认购金额约为¥1.99亿。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/WB\">微博</a>:将于周三正式港交所上市,暗盘收跌5.43%报258港元。</b>此前发行价为272.80港元。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>:正在筹备直播间中上线小黄车功能,用户可边看直播边下单购物。</b>B站已与一些up主和品牌方谈妥,基本完成首批招商工作,灰度测试将会近期进行,用户最快1周内可体验该功能。</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>盘前观察:美联储收缩不可怕,真正“放水”的是美债</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盘前观察:美联储收缩不可怕,真正“放水”的是美债\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2021-12-07 21:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美股盘前上涨,中概股盘前普涨,WOOD继续加仓<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>并出售JD。航空邮轮股大涨,有报告显示Omicron患者的住院时间是2.8天,大大低于Delta患者8.5天的住院时间。</p>\n<p><b>一张图解释对美联储的误解</b></p>\n<p>离下次FOMC会议还有不到一周的时间,很好奇美联储是否会说明Tapering提前的时间。美联储的心态是在“加速”过程中,可以理解成内心已经很慌,但是外表还故作镇定。无论是Tapering提前结束,还是加息提前开始,流动性收缩是必然的事情。<b>所以资本市场有一种看法,就是认为美国多年的牛市也将终结,因为美国市场就是美联储流动性“吹”出来的。美联储一旦收缩流动性,那么势必会让美国股市成为无源之水。</b></p>\n<p>这个世界有很多现象,比方说美股持续多年牛市,比方说中国对外贸易持续强劲,归根结底,都在于一件事情——美国国债持续攀升。下图是过去近百年(1927-2021)的美国国家负债(蓝色),美联储国债持仓(桔色)和标普500(红色)。美国国债目前接近$30万亿,美联储只持有了$5万亿。</p>\n<p><img src=\"https://static.tigerbbs.com/cc9f40f0bfdbda7ba4fa405239e743fe\" tg-width=\"772\" tg-height=\"341\" referrerpolicy=\"no-referrer\"></p>\n<p>在过去近100年历史中,1980年以前美国的国家负债一直保持在低位。标普500从1927年开始经历了53年,指数仅从17涨到135。但是随后的40+年,随着美国国家债务的快速增加,指数从135涨到了4500。也就是说<b>,标普500过去近百年的涨幅,1980年以前只占3%不到,1980年以后的贡献超过了97%。而从美国的国家负债来看,过去近百年时间,1980年以前增加的债务只占3%,97%的债务贡献来源于1980之后</b>(1927,1980和2021年的国家债务分别是180亿,9700亿,28万亿),<b>这个数字是不是非常巧合?</b></p>\n<p>美联储在美股上涨所扮演的角色,其实非常有限。就算量化宽松+最近大放水持续了多年,美联储只是在美国国债大放水之下,帮忙托市了一下,目前持有国债比例只有1/6。</p>\n<p>我们再从宏观的角度去思考。真正往市场注入“流动性”的机构,其实是不停发国债的美国政府——拿出一堆自己印的国债,从市场上拿到真金白银,然后自己又花掉这笔真金白银<b>。透支型消费,才是真正注水的行为</b>,就像房地产企业拼命透支型建房一样——建房的过程中,让所有的相关人士,比方说设计施工人员都致富了。美联储在这个过程中,最多就是一个“帮凶”而已,帮助美国政府拿到真金白银,但自己还要记账美国政府欠了多少钱。没有美联储搞量化宽松托市,美国的国家债务还是一样上升,注水程度一样不会减少。</p>\n<p>只是过去美联储注水的时候,恰逢美国股市上涨,所以美联储被认为是注水的元凶。但1980年之后的美国股市,没有美联储注水,股市和美国国家债务依然同步上涨。所以今天即使美联储收缩流动性,只要美国政府继续提高债务上限继续透支型消费,那么市场的流动性依然不会少(同样,中国的贸易依然会好)。</p>\n<p>民主党会让美国国家债务减少吗?肯定不会。那共和党呢?也不会,小布什和川普都没有做到。只要美国坚持你4年我4年的轮番折腾,美国的国家债务就会越来越多,永远不转向。市场不愁没有流动性。</p>\n<p><b>公司新闻</b></p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">英特尔</a>:计划将旗下自动驾驶汽车部门<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>拆分上市。</b>此前该公司表示计划在2022年中期首次公开募股,估值可能超过$500亿。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>:正在更换其部分车型上的故障摄像头。</b>故障摄像头或将导致驾驶员在汽车主屏幕上看到空白或不完整的视频影响。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/F\">福特汽车</a>:确认<a href=\"https://laohu8.com/S/300750\">宁德时代</a>为电池供应商,后者将与<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等助福特实现电动转型。</b>福特将与宁德时代、比亚迪和SK、LG Energy Solution、<a href=\"https://laohu8.com/S/PC\">松下</a>等5家电池供应商保持合作,目标是到 2030年在全球建立起240 GWh的生产能力。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/C\">花旗</a>:拟出售亚洲众多零售资产,价值高达$30亿。</b>花旗考虑向富邦金融出售在中国的零售银行资产,预计将筹集$1亿至2亿;向新加坡大华以及渣打分别出售印尼和马来西亚的零售资产,价值可能分别达数亿美元;考虑将泰国零售资产出售予泰国大城银行,价值约$20亿。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>:俄罗斯对谷歌再次追加500万卢布处罚。</b>谷歌因未能删除被俄官方禁止的煽动极端主义内容,以及未能将俄罗斯用户个人数据本地化,累计罚款已达5,400万。<b> </b></p>\n<p><b>Meta(FB):Instagram表示将调整青少年用户政策。</b>Instagram表示将严格限制向青少年用户推荐的内容类型,该平台负责人将出席国会听证会。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>:欧盟反垄断机构正对微软$160亿收购Nuance展开调查。</b>欧盟要求微软微软的客户和竞争对手列出关注事项,此前微软收购了语音识别巨头Nuance。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/GSK\">葛兰素史克</a>:与Vir Biotechnology(VIR)合作开发的抗体疗法对Omicron毒株有效。 </b></p>\n<p><b><a href=\"https://laohu8.com/S/BGNE\">百济神州</a>:披露发行结果:网上投资者弃购近¥1.99亿。</b><a href=\"https://laohu8.com/S/06160\">百济神州</a>发布发行结果公告,网上投资者放弃认购数量为103.25万股;网上投资者放弃认购金额约为¥1.99亿。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/WB\">微博</a>:将于周三正式港交所上市,暗盘收跌5.43%报258港元。</b>此前发行价为272.80港元。<b> </b></p>\n<p><b><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>:正在筹备直播间中上线小黄车功能,用户可边看直播边下单购物。</b>B站已与一些up主和品牌方谈妥,基本完成首批招商工作,灰度测试将会近期进行,用户最快1周内可体验该功能。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164548995","content_text":"美股盘前上涨,中概股盘前普涨,WOOD继续加仓小鹏汽车并出售JD。航空邮轮股大涨,有报告显示Omicron患者的住院时间是2.8天,大大低于Delta患者8.5天的住院时间。\n一张图解释对美联储的误解\n离下次FOMC会议还有不到一周的时间,很好奇美联储是否会说明Tapering提前的时间。美联储的心态是在“加速”过程中,可以理解成内心已经很慌,但是外表还故作镇定。无论是Tapering提前结束,还是加息提前开始,流动性收缩是必然的事情。所以资本市场有一种看法,就是认为美国多年的牛市也将终结,因为美国市场就是美联储流动性“吹”出来的。美联储一旦收缩流动性,那么势必会让美国股市成为无源之水。\n这个世界有很多现象,比方说美股持续多年牛市,比方说中国对外贸易持续强劲,归根结底,都在于一件事情——美国国债持续攀升。下图是过去近百年(1927-2021)的美国国家负债(蓝色),美联储国债持仓(桔色)和标普500(红色)。美国国债目前接近$30万亿,美联储只持有了$5万亿。\n\n在过去近100年历史中,1980年以前美国的国家负债一直保持在低位。标普500从1927年开始经历了53年,指数仅从17涨到135。但是随后的40+年,随着美国国家债务的快速增加,指数从135涨到了4500。也就是说,标普500过去近百年的涨幅,1980年以前只占3%不到,1980年以后的贡献超过了97%。而从美国的国家负债来看,过去近百年时间,1980年以前增加的债务只占3%,97%的债务贡献来源于1980之后(1927,1980和2021年的国家债务分别是180亿,9700亿,28万亿),这个数字是不是非常巧合?\n美联储在美股上涨所扮演的角色,其实非常有限。就算量化宽松+最近大放水持续了多年,美联储只是在美国国债大放水之下,帮忙托市了一下,目前持有国债比例只有1/6。\n我们再从宏观的角度去思考。真正往市场注入“流动性”的机构,其实是不停发国债的美国政府——拿出一堆自己印的国债,从市场上拿到真金白银,然后自己又花掉这笔真金白银。透支型消费,才是真正注水的行为,就像房地产企业拼命透支型建房一样——建房的过程中,让所有的相关人士,比方说设计施工人员都致富了。美联储在这个过程中,最多就是一个“帮凶”而已,帮助美国政府拿到真金白银,但自己还要记账美国政府欠了多少钱。没有美联储搞量化宽松托市,美国的国家债务还是一样上升,注水程度一样不会减少。\n只是过去美联储注水的时候,恰逢美国股市上涨,所以美联储被认为是注水的元凶。但1980年之后的美国股市,没有美联储注水,股市和美国国家债务依然同步上涨。所以今天即使美联储收缩流动性,只要美国政府继续提高债务上限继续透支型消费,那么市场的流动性依然不会少(同样,中国的贸易依然会好)。\n民主党会让美国国家债务减少吗?肯定不会。那共和党呢?也不会,小布什和川普都没有做到。只要美国坚持你4年我4年的轮番折腾,美国的国家债务就会越来越多,永远不转向。市场不愁没有流动性。\n公司新闻\n英特尔:计划将旗下自动驾驶汽车部门Mobileye拆分上市。此前该公司表示计划在2022年中期首次公开募股,估值可能超过$500亿。 \n特斯拉:正在更换其部分车型上的故障摄像头。故障摄像头或将导致驾驶员在汽车主屏幕上看到空白或不完整的视频影响。 \n福特汽车:确认宁德时代为电池供应商,后者将与比亚迪等助福特实现电动转型。福特将与宁德时代、比亚迪和SK、LG Energy Solution、松下等5家电池供应商保持合作,目标是到 2030年在全球建立起240 GWh的生产能力。 \n花旗:拟出售亚洲众多零售资产,价值高达$30亿。花旗考虑向富邦金融出售在中国的零售银行资产,预计将筹集$1亿至2亿;向新加坡大华以及渣打分别出售印尼和马来西亚的零售资产,价值可能分别达数亿美元;考虑将泰国零售资产出售予泰国大城银行,价值约$20亿。 \n谷歌:俄罗斯对谷歌再次追加500万卢布处罚。谷歌因未能删除被俄官方禁止的煽动极端主义内容,以及未能将俄罗斯用户个人数据本地化,累计罚款已达5,400万。 \nMeta(FB):Instagram表示将调整青少年用户政策。Instagram表示将严格限制向青少年用户推荐的内容类型,该平台负责人将出席国会听证会。 \n微软:欧盟反垄断机构正对微软$160亿收购Nuance展开调查。欧盟要求微软微软的客户和竞争对手列出关注事项,此前微软收购了语音识别巨头Nuance。 \n葛兰素史克:与Vir Biotechnology(VIR)合作开发的抗体疗法对Omicron毒株有效。 \n百济神州:披露发行结果:网上投资者弃购近¥1.99亿。百济神州发布发行结果公告,网上投资者放弃认购数量为103.25万股;网上投资者放弃认购金额约为¥1.99亿。 \n微博:将于周三正式港交所上市,暗盘收跌5.43%报258港元。此前发行价为272.80港元。 \n哔哩哔哩:正在筹备直播间中上线小黄车功能,用户可边看直播边下单购物。B站已与一些up主和品牌方谈妥,基本完成首批招商工作,灰度测试将会近期进行,用户最快1周内可体验该功能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606805050,"gmtCreate":1638849841573,"gmtModify":1638849875868,"author":{"id":"3567575098485843","authorId":"3567575098485843","name":"股市轟炸机队长","avatar":"https://static.tigerbbs.com/1ec92b2a3335762e71e118cc8d1b3753","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567575098485843","idStr":"3567575098485843"},"themes":[],"htmlText":"电动汽车真的环保吗?感觉电动车的寿命很短,维修成本高","listText":"电动汽车真的环保吗?感觉电动车的寿命很短,维修成本高","text":"电动汽车真的环保吗?感觉电动车的寿命很短,维修成本高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606805050","repostId":"2189568254","repostType":4,"repost":{"id":"2189568254","pubTimestamp":1638849549,"share":"https://www.laohu8.com/m/news/2189568254?lang=&edition=full","pubTime":"2021-12-07 11:59","market":"us","language":"zh","title":"马斯克:美国应取消任何形式的政府补贴","url":"https://stock-news.laohu8.com/highlight/detail?id=2189568254","media":"新浪科技","summary":"据报道,埃隆·马斯克(Elon Musk)在周一表示,他认为,美国不需要拜登政府的基础设施法案,或者任何形式的政府补贴。他说道:“应该把它们都取消。”\n这位特斯拉和SpaceX公司的CEO在接受采访时","content":"<p>据报道,埃隆·马斯克(Elon Musk)在周一表示,他认为,美国不需要拜登政府的基础设施法案,或者任何形式的政府补贴。他说道:“应该把它们都取消。”</p>\n<p>这位特斯拉和SpaceX公司的CEO在接受采访时表示,他对联邦赤字感到担忧,他称:“我们已经花了这么多钱......联邦预算赤字非常疯狂。我想说,希望不要通过整个法案,这是我的建议。”</p>\n<p>马斯克指出,在无法继续享受7500美元联邦税收优惠的情况下,特斯拉已经在美国销售了一年多的电动汽车,市场对该公司车辆的需求没有因为无法获得补贴为受到影响。除<a href=\"https://laohu8.com/S/GM\">通用汽车</a>外,当前其他大多数汽车制造商仍有资格获得补贴。</p>\n<p>拜登的基础设施计划中的Build Back Better部分包括一项条款,旨在延长该补贴,并为工会工人生产的电动汽车增加另一项补贴,目前这一计划仍然需要等待参议院的认可。马斯克在最近几个月一直在嘲笑以工会为重点的补贴,并称拜登是汽车工人联合会(UAW)的“傀儡”。</p>\n<p>马斯克还表示,他不认为美国政府应该为扩大充电基础设施提供补贴,拜登已经签署的基础设施法案中有这项规定。马斯克说道:“我们建加油站的时候需要支持吗?不需要,所以我们在建充电站的时候也不需要补贴。”特斯拉目前在全球运营着3000多个充电站,共有大约3万个充电接头,该公司计划在不久的将来,将这一网络开放给其他品牌的电动汽车。</p>\n<p>马斯克在周一表示,特斯拉刚刚成立的时候,他们没有“预计自己会获得任何补贴”。然而事实情况是,此前多年中,马斯克的企业一直在从多个联邦和州政府补贴中获益,美国政府是SpaceX公司的主要客户,该公司通过大幅压低价格的方式战胜了老牌企业,赢得了政府合同。此外,在中国特斯拉也获得了来自政府的大量帮助,从而在这个全球最大的汽车市场上取得了成功。</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>马斯克:美国应取消任何形式的政府补贴</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马斯克:美国应取消任何形式的政府补贴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-07 11:59 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-12-07/doc-ikyakumx2510465.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道,埃隆·马斯克(Elon Musk)在周一表示,他认为,美国不需要拜登政府的基础设施法案,或者任何形式的政府补贴。他说道:“应该把它们都取消。”\n这位特斯拉和SpaceX公司的CEO在接受采访时表示,他对联邦赤字感到担忧,他称:“我们已经花了这么多钱......联邦预算赤字非常疯狂。我想说,希望不要通过整个法案,这是我的建议。”\n马斯克指出,在无法继续享受7500美元联邦税收优惠的情况下,...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-12-07/doc-ikyakumx2510465.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/1dbab5bc10144c96fea4a4107453ccce","relate_stocks":{"TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-12-07/doc-ikyakumx2510465.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189568254","content_text":"据报道,埃隆·马斯克(Elon Musk)在周一表示,他认为,美国不需要拜登政府的基础设施法案,或者任何形式的政府补贴。他说道:“应该把它们都取消。”\n这位特斯拉和SpaceX公司的CEO在接受采访时表示,他对联邦赤字感到担忧,他称:“我们已经花了这么多钱......联邦预算赤字非常疯狂。我想说,希望不要通过整个法案,这是我的建议。”\n马斯克指出,在无法继续享受7500美元联邦税收优惠的情况下,特斯拉已经在美国销售了一年多的电动汽车,市场对该公司车辆的需求没有因为无法获得补贴为受到影响。除通用汽车外,当前其他大多数汽车制造商仍有资格获得补贴。\n拜登的基础设施计划中的Build Back 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克于12月2日出售了934,091股股票,总价值10.1亿美元;同时以6.24美元的价格行使2,133,441份期权。</p>\n<p>马斯克自11月8日以来累计出售约10,098,239股特斯拉股票,占其此前承诺股份数的59.22%。</p>\n<p><img src=\"https://static.tigerbbs.com/8d0a720b33d56b78611b29aba86b99a6\" tg-width=\"1920\" tg-height=\"842\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/de4492f957011525092ad19939f6691c\" tg-width=\"1866\" tg-height=\"196\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克昨日卖出逾93万股特斯拉股票,总价值10.1亿美元</title>\n<style 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克于12月2日出售了934,091股股票,总价值10.1亿美元;同时以6.24美元的价格行使2,133,441份期权。</p>\n<p>马斯克自11月8日以来累计出售约10,098,239股特斯拉股票,占其此前承诺股份数的59.22%。</p>\n<p><img src=\"https://static.tigerbbs.com/8d0a720b33d56b78611b29aba86b99a6\" tg-width=\"1920\" tg-height=\"842\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/de4492f957011525092ad19939f6691c\" tg-width=\"1866\" tg-height=\"196\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a54942b02db4e584de862ea105db3e03","relate_stocks":{"TSLA":"特斯拉","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4099":"汽车制造商","BK4551":"寇图资本持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101718289","content_text":"12月3日,据美国证交会文件:特斯拉CEO马斯克于12月2日出售了934,091股股票,总价值10.1亿美元;同时以6.24美元的价格行使2,133,441份期权。\n马斯克自11月8日以来累计出售约10,098,239股特斯拉股票,占其此前承诺股份数的59.22%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601186570,"gmtCreate":1638497981645,"gmtModify":1638497982674,"author":{"id":"3567575098485843","authorId":"3567575098485843","name":"股市轟炸机队长","avatar":"https://static.tigerbbs.com/1ec92b2a3335762e71e118cc8d1b3753","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567575098485843","idStr":"3567575098485843"},"themes":[],"htmlText":"<a 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