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ChrisJunn
2022-01-07
。
@ChrisJunn:
$阿里巴巴(BABA)$
今天红红开了
ChrisJunn
2021-12-09
$阿里巴巴(BABA)$
继续走青[财迷]
ChrisJunn
2021-12-08
$阿里巴巴(BABA)$
今天红红开了
ChrisJunn
2021-12-06
$阿里巴巴(BABA)$
开盘又开始走红了[捂脸] [喷血]
ChrisJunn
2021-12-03
$阿里巴巴(BABA)$
一天跌5块 下个星期跌破100了
ChrisJunn
2021-12-02
$阿里巴巴(BABA)$
等下开盘 应该又要变红色了[喷血] [捂脸]
ChrisJunn
2021-12-02
$阿里巴巴(BABA)$
跌破100 应该不是问题了[喷血]
ChrisJunn
2021-12-02
$阿里巴巴(BABA)$
真的没有一天青 要红到过年吗[喷血]
ChrisJunn
2021-12-01
$阿里巴巴(BABA)$
跌到妈妈认不得了😭
ChrisJunn
2021-11-24
$阿里巴巴(BABA)$
跌 还是 跌
ChrisJunn
2021-10-23
$英特尔(INTC)$
49 等你
ChrisJunn
2021-10-23
$英特尔(INTC)$
又是排队的时候[笑哭]
ChrisJunn
2021-10-14
$老虎证券(TIGR)$
8块收票
ChrisJunn
2021-06-18
。
抱歉,原内容已删除
ChrisJunn
2021-06-18
这篇文章不错,转发给大家看
抱歉,原内容已删除
ChrisJunn
2021-02-10
.
谈女儿、谈华为生存现状,任正非最新采访透露了这些信息
ChrisJunn
2021-02-05
赞
小米将公布新形态屏幕技术
ChrisJunn
2021-02-05
[财迷] [财迷]
抱歉,原内容已删除
去老虎APP查看更多动态
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23:24","market":"sh","language":"zh","title":"谈女儿、谈华为生存现状,任正非最新采访透露了这些信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1131483293","media":"第一财经","summary":"今年其他业务的增长有机会对冲掉手机业务受制后带来的损失。\n2月9日晚间,华为内部论坛心声社区发布了创始人任正非当天在一场活动上的采访纪要。在该活动中,任正非对当下的华为的处境以及外界所关心的终端业务出","content":"<div>\n<p>今年其他业务的增长有机会对冲掉手机业务受制后带来的损失。\n2月9日晚间,华为内部论坛心声社区发布了创始人任正非当天在一场活动上的采访纪要。在该活动中,任正非对当下的华为的处境以及外界所关心的终端业务出售问题作出了回应。\n任正非表示,华为可以转让5G技术,但永远不会出售终端业务。他表示,2020年华为的销售收入和利润都实现了正增长。\n“不要理解终端就是手机,只要和人、物连接的都是终端,比如说用于汽车...</p>\n\n<a href=\"https://www.yicai.com/news/100946819.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>谈女儿、谈华为生存现状,任正非最新采访透露了这些信息</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谈女儿、谈华为生存现状,任正非最新采访透露了这些信息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 23:24 北京时间 <a href=https://www.yicai.com/news/100946819.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年其他业务的增长有机会对冲掉手机业务受制后带来的损失。\n2月9日晚间,华为内部论坛心声社区发布了创始人任正非当天在一场活动上的采访纪要。在该活动中,任正非对当下的华为的处境以及外界所关心的终端业务出售问题作出了回应。\n任正非表示,华为可以转让5G技术,但永远不会出售终端业务。他表示,2020年华为的销售收入和利润都实现了正增长。\n“不要理解终端就是手机,只要和人、物连接的都是终端,比如说用于汽车...</p>\n\n<a href=\"https://www.yicai.com/news/100946819.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/daecc349b904a6a61dabd7768a86e3f9","relate_stocks":{},"source_url":"https://www.yicai.com/news/100946819.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131483293","content_text":"今年其他业务的增长有机会对冲掉手机业务受制后带来的损失。\n2月9日晚间,华为内部论坛心声社区发布了创始人任正非当天在一场活动上的采访纪要。在该活动中,任正非对当下的华为的处境以及外界所关心的终端业务出售问题作出了回应。\n任正非表示,华为可以转让5G技术,但永远不会出售终端业务。他表示,2020年华为的销售收入和利润都实现了正增长。\n“不要理解终端就是手机,只要和人、物连接的都是终端,比如说用于汽车无人驾驶的激光雷达、家庭应用的煤气表、水表、电视机等,都是终端,手机只是终端中的一个部分。”任正非表示,华为不会有大的结构性调整,但是随着业务作战序列变化,可能会有少量人员调整。\n任正非认为,今年其他业务的增长有机会对冲掉手机业务受制后带来的损失。\n\n对于芯片业务,任正非指出,还是要依赖全球化来解决。“不管怎样,我们永远不会放弃全球化理想,不管怎样制裁和封锁,我们坚持全球化不动摇。当全球芯片过剩,有人会找我们来买芯片,我想会有这个时代的”。\n此外,作为任正非的小女儿,姚安娜的选择进入娱乐圈的消息引发了外界高度关注。任正非表示,父母也不想去干预她。而对于大女儿孟晚舟,还是应对好加拿大的法律程序。\n对华为生存有信心\n一年前任正非曾表示,对华为在挑战中活下来有信心,一年过去了,他表示,对华为公司生存的信心更大,而不是更小,因为有了更多克服困难的手段。\n他在采访中透露,华为已经开展了“南泥湾”计划,这个名词实际上指生产自救。在5G应用上,世界上多数ICT公司都没有选择矿山作为突破口,但华为选择了矿山。任正非表示,中国有5300多个煤矿、2700多个金属矿,如果能把8000多个矿山做好,华为就有可能给全世界的矿山提供服务。如果在山西试验成功,开采经验就可以推广到世界去。所以,华为不依靠手机也能存活。\n对于剥离荣耀,任正非表示,剥离是为了上游的供应商和下游的渠道商。“如果他们不向上游的供应商采购零部件,就会导致各国的供应商受到伤害;如果他们没有产品向下游的渠道供货,渠道就会干枯,影响大量的就业。因此,剥离荣耀是在环境所迫的情况下所采取的行动。剥离之后,华为没有荣耀一分钱股票。他们的生产规模越大,就越挤压华为手机的生存空间,但是我们要理解供应商、渠道商和用户的需求。应该克己复礼,克制一下自己,顺应潮流。”\n“美国把我们从实体清单拿出去应该是非常困难的,我不是说不可能,但是极其困难,基本上我们不去考虑这个问题。而是踏踏实实把能做的产品与服务做好,让一部分客户相信我们。我们欢迎科学家,养得起天才,现在我们只想自己多努力,努力寻找能生存下来的机会。煤矿就是机会,这么多煤矿将来产生上千亿价值,上千亿可以养活多少人。”任正非说。\n华为是否会多元化发展?\n任正非表示,华为永远不会多元化发展,提供的是一个平台,上面可以生长各种各样的“庄稼”。华为以前的通信网络主要是联接千家万户,为几十亿人民提供联接。但是到了5G时代,主要的联接对象是企业,比如机场、码头、煤矿、钢铁、汽车制造、飞机制造。针对这些不熟悉的领域,华为在各个领域都成立了联合实验室,以便了解这些行业的需求。\n但华为不会拓宽业务环境。“煤炭行业和钢铁、码头、机场在5G的应用,基础平台是一样的,有些区别,但大多数技术是共同的,所以我们主要是拓宽电子系统和软件计算系统在不同行业得到应用。”任正非表示,华为给煤矿提供的服务做得好的话,就如微软给航空发动机提供信息服务一样,有一个出色的服务模块。微软不会去造发动机,华为也不会去挖煤。\n任正非透露,目前华为在全球大概有100多个研究所和联合实验室,大多数是数学、物理、化学、生物、美学……各类专业技术研究所,少量应用型实验室是与客户合作建立的联合实验室。目前,华为把ICT技术应用到矿山中最主要是帮助煤矿实现智能化。华为会和山西煤炭系统合作起来推进防爆系统的进步,这个产品也可以推广到全世界。\n此外,华为成立煤炭军团,不仅在煤炭实行这个机制。为什么叫“军团”?任正非说,“军团”的说法来自于谷歌,是向谷歌学习的。“军团”就是把基础研究的科学家、技术专家、产品专家、工程专家、销售专家、交付与服务专家全都汇聚在一个部门,缩短了产品进步的周期,把业务实行颗粒化,这是“军团”模式。\n可以完整转让5G技术但不会出售终端\n对于外部环境变化,任正非表示,首先,(中美)贸易是双方受益的,不是哪一方单方面受益。美国公司向中国供应货物,有利于它改善财务质量;如果华为公司生产规模能扩大,也使美国公司供应能扩大,这是双方有益的事情。他相信新政府也会权衡一下这种利益,来考虑应该用什么样的政策。华为还是期望能够大量购买美国的器件、零部件、机器设备,美国公司也可以与中国经济一起共同发展。\n任正非表示,希望美国新政府有更多的开放政策,为了美国公司的利益,也为了美国经济的发展,这是相辅相成的。\n美国政治家担心5G对世界的影响,华为以前就承诺过,可以完整转让5G技术,不是只授权生产,包括源程序、源代码、所有硬件设计秘密、Know-how,甚至美国需要我们相关的芯片设计技术,我们也可以转让。“这个话是真诚的,但是至今没有一家美国公司与我们谈判。如果有美国公司愿意与我们谈判,我们愿意讨论这个问题。”\n对于芯片和手机业务,任正非表示,美国政府要多考虑一下美国的芯片产业。美国把芯片看得很重,欧洲也会把芯片看得很重、日本也会把芯片看得很重,就像房地产一样,世界将来会是芯片过剩的时代。“我们不可能投资芯片行业,这是砂子变电子的产业,我们的能力是数学,所以要依赖全球化解决。无论如何,我们都不会放弃全球化的理想,无论怎么制裁、怎么封锁,坚持全球化的路线不动摇。将来全世界芯片过剩时,我想会有人求着我们买芯片的。”\n他提到,不要将终端只理解为手机,只要与人、与物所有联接的东西都叫终端。比如,用于汽车无人驾驶的激光雷达、超声波雷达、多普勒雷达,家庭应用的煤气表、水表、电视机、安全系统……都是终端,手机只是终端的一部分。所以,华为公司未来可以转让5G技术,但是永远不会再出售终端业务。\n关于退休和家人\n作为任正非的小女儿,姚安娜的选择进入娱乐圈的消息引发了外界高度关注。任正非表示,“每个小孩自己的兴趣爱好不同,我们父母怎么能左右呢?小孩想走什么路就走什么路,她喜欢就行。以前我对文艺行业一点都不了解,自从她从事这个行业以后,我才知道当艺人真是苦,但是她自己无怨无悔,父母也不想去干预她。”\n对于孟晚舟,他表示,“还是应对好加拿大的法律程序。”\n任正非在现场还提到了退休问题,他表示,“现在的关键不是什么时候退休,而是退休之后干什么。我太太说“你可以喝茶”,我上午可以喝茶,下午再喝茶就睡不着了。那找不到可娱乐的项目,暂时只有继续干活。希望你们帮我创造一个娱乐项目,我这个人有个缺点,就是没有什么兴趣爱好。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380074487,"gmtCreate":1612498274549,"gmtModify":1703762736115,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452629983949","authorIdStr":"3568452629983949"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380074487","repostId":"1119295184","repostType":4,"repost":{"id":"1119295184","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":1612498063,"share":"https://www.laohu8.com/m/news/1119295184?lang=&edition=full","pubTime":"2021-02-05 12:07","market":"hk","language":"zh","title":"小米将公布新形态屏幕技术","url":"https://stock-news.laohu8.com/highlight/detail?id=1119295184","media":"老虎资讯综合","summary":"2月5日,小米手机官方微博发布新屏幕技术预热海报,并称其为“小米屏幕技术新突破”,关于该技术的具体信息将于今天下午14:00公布。海报显示,该技术可能与“瀑布”“弯曲”“延伸”“探索”等关键词有关。小","content":"<p>2月5日,小米手机官方<a href=\"https://laohu8.com/S/WB\">微博</a>发布新屏幕技术预热海报,并称其为“小米屏幕技术新突破”,关于该技术的具体信息将于今天下午14:00公布。海报显示,该技术可能与“瀑布”“弯曲”“延伸”“探索”等关键词有关。小米CEO雷军也发布同样微博。</p>\n<p><img src=\"https://static.tigerbbs.com/9c5e3aa89ef79798e1069b9f3e1d9217\" tg-width=\"690\" tg-height=\"920\"></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>小米将公布新形态屏幕技术</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; 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href=\"https://laohu8.com/S/WB\">微博</a>发布新屏幕技术预热海报,并称其为“小米屏幕技术新突破”,关于该技术的具体信息将于今天下午14:00公布。海报显示,该技术可能与“瀑布”“弯曲”“延伸”“探索”等关键词有关。小米CEO雷军也发布同样微博。</p>\n<p><img src=\"https://static.tigerbbs.com/9c5e3aa89ef79798e1069b9f3e1d9217\" tg-width=\"690\" tg-height=\"920\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119295184","content_text":"2月5日,小米手机官方微博发布新屏幕技术预热海报,并称其为“小米屏幕技术新突破”,关于该技术的具体信息将于今天下午14:00公布。海报显示,该技术可能与“瀑布”“弯曲”“延伸”“探索”等关键词有关。小米CEO雷军也发布同样微博。","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380075816,"gmtCreate":1612498158435,"gmtModify":1703762734052,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452629983949","authorIdStr":"3568452629983949"},"themes":[],"htmlText":"[财迷] [财迷] ","listText":"[财迷] [财迷] 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00:37","market":"hk","language":"zh","title":"清洁能源股那么多,摩根士丹利最看好这一支","url":"https://stock-news.laohu8.com/highlight/detail?id=2144374746","media":"新浪财经","summary":"在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后,Sunrun的股价在周三跳涨超过10%。对此,摩根士丹利认为该公司目前的估值没有准确反映增长机会。“”这基本上意味着股价表明RUN将在6年内破产。","content":"<p>在<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后,Sunrun(RUN)的股价在周三跳涨超过10%。</p>\n<p>大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元,这意味着比周二的收盘价有大约110%的上涨空间。</p>\n<p>他的看涨观点基于几个因素,包括Sunrun的增长机会,以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和加利福尼亚州的电网面临压力的情况下——也应推动其采用率。</p>\n<p>Byrd表示:“Sunrun是几个大趋势的受益者:公用事业成本上升,清洁能源和存储成本下降,气候变化对电网可靠性的影响以及消费者对清洁能源的需求。”</p>\n<p>自1月12日创下100.93美元的歷史盘中高点以来,Sunrun的股票到目前已经下跌了50%以上。对此,摩根士丹利认为该公司目前的估值没有准确反映增长机会。具体而言,Byrd表示,该股的定价大概反应的水平是6年都不会有客户增长的情况。“”这基本上意味着股价表明RUN将在6年内破产。“他说。</p>\n<p>摩根士丹利的分析师补充说,该公司是美国最大的住宅<a href=\"https://laohu8.com/S/000591\">太阳能</a>安装商,其产生的现金流比消费者目前认为的要强,并指出其总的可寻址市场很大。目前,全美国大约只有3%的房屋安装了太阳能电池板。</p>\n<p>电动汽车的更广泛采用是Sunrun的另一个上涨动力,摩根士丹利估计这可能“为RUN创造的价值与RUN目前的整个业务一样多”。</p>\n<p>5月,该公司宣布与福特合作,该公司的F-150闪电皮卡将提供家用电动汽车充电器和逆变器。如果出现电网中断,该卡车可以为关键产品供电,也可能为整个家庭供电。该公司还将为客户提供太阳能装置。</p>\n<p>摩根士丹利说:“与Sunrun目前创造新客户价值的总体规模相比,这个电动车相关的机会可能相当有意义。”</p>\n<p>Sunrun的股价最近受到打击,部分原因是利率上升,这对成长型股票的影响更为广泛。</p>\n<p>摩根士丹利表示,虽然该公司的利率杠桿很高,但管理团队有杠桿可以拉动,包括可能对债务进行再融资或改变资本堆的结构。</p>\n<p>Sunrun的股价今年下跌了31%,但在过去12个月里上涨了137%。(中文投资网)</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>清洁能源股那么多,摩根士丹利最看好这一支</title>\n<style 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Byrd还将Sunrun的目标股价从86美元上调至91美元,这意味着比周二的收盘价有大约110%的上涨空间。\n他的看涨观点基于几个因素,包括Sunrun的增长机会,以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.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/bda8c457fb8ac93baf899f4c382fad99","relate_stocks":{"159945":"能源","MS":"摩根士丹利"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144374746","content_text":"在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后,Sunrun(RUN)的股价在周三跳涨超过10%。\n大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元,这意味着比周二的收盘价有大约110%的上涨空间。\n他的看涨观点基于几个因素,包括Sunrun的增长机会,以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和加利福尼亚州的电网面临压力的情况下——也应推动其采用率。\nByrd表示:“Sunrun是几个大趋势的受益者:公用事业成本上升,清洁能源和存储成本下降,气候变化对电网可靠性的影响以及消费者对清洁能源的需求。”\n自1月12日创下100.93美元的歷史盘中高点以来,Sunrun的股票到目前已经下跌了50%以上。对此,摩根士丹利认为该公司目前的估值没有准确反映增长机会。具体而言,Byrd表示,该股的定价大概反应的水平是6年都不会有客户增长的情况。“”这基本上意味着股价表明RUN将在6年内破产。“他说。\n摩根士丹利的分析师补充说,该公司是美国最大的住宅太阳能安装商,其产生的现金流比消费者目前认为的要强,并指出其总的可寻址市场很大。目前,全美国大约只有3%的房屋安装了太阳能电池板。\n电动汽车的更广泛采用是Sunrun的另一个上涨动力,摩根士丹利估计这可能“为RUN创造的价值与RUN目前的整个业务一样多”。\n5月,该公司宣布与福特合作,该公司的F-150闪电皮卡将提供家用电动汽车充电器和逆变器。如果出现电网中断,该卡车可以为关键产品供电,也可能为整个家庭供电。该公司还将为客户提供太阳能装置。\n摩根士丹利说:“与Sunrun目前创造新客户价值的总体规模相比,这个电动车相关的机会可能相当有意义。”\nSunrun的股价最近受到打击,部分原因是利率上升,这对成长型股票的影响更为广泛。\n摩根士丹利表示,虽然该公司的利率杠桿很高,但管理团队有杠桿可以拉动,包括可能对债务进行再融资或改变资本堆的结构。\nSunrun的股价今年下跌了31%,但在过去12个月里上涨了137%。(中文投资网)","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":851441822,"gmtCreate":1634933840095,"gmtModify":1634933840162,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452629983949","authorIdStr":"3568452629983949"},"themes":[],"htmlText":"<a 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12:07","market":"hk","language":"zh","title":"小米将公布新形态屏幕技术","url":"https://stock-news.laohu8.com/highlight/detail?id=1119295184","media":"老虎资讯综合","summary":"2月5日,小米手机官方微博发布新屏幕技术预热海报,并称其为“小米屏幕技术新突破”,关于该技术的具体信息将于今天下午14:00公布。海报显示,该技术可能与“瀑布”“弯曲”“延伸”“探索”等关键词有关。小","content":"<p>2月5日,小米手机官方<a href=\"https://laohu8.com/S/WB\">微博</a>发布新屏幕技术预热海报,并称其为“小米屏幕技术新突破”,关于该技术的具体信息将于今天下午14:00公布。海报显示,该技术可能与“瀑布”“弯曲”“延伸”“探索”等关键词有关。小米CEO雷军也发布同样微博。</p>\n<p><img src=\"https://static.tigerbbs.com/9c5e3aa89ef79798e1069b9f3e1d9217\" tg-width=\"690\" tg-height=\"920\"></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>小米将公布新形态屏幕技术</title>\n<style 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href=\"https://laohu8.com/S/WB\">微博</a>发布新屏幕技术预热海报,并称其为“小米屏幕技术新突破”,关于该技术的具体信息将于今天下午14:00公布。海报显示,该技术可能与“瀑布”“弯曲”“延伸”“探索”等关键词有关。小米CEO雷军也发布同样微博。</p>\n<p><img src=\"https://static.tigerbbs.com/9c5e3aa89ef79798e1069b9f3e1d9217\" tg-width=\"690\" 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