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MrShawn5

MrShawn5

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2021-02-12

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2021-02-16

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2021-10-26

$老虎证券(TIGR)$终于翻身了😂

2021-03-01

很好

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2021-02-25

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2021-02-22

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@AI科技巨头每日跟踪:ARK本周大幅加仓的BEAM有何竞争力？PRNT持有SSYS、XONE、DDD和DM的逻辑是什么？ | 2月16-19日周总结

2021-02-18

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2021-03-01

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2021-02-16

新年快乐

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2021-02-20

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2021-02-21

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2021-02-16

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2021-02-15

黄金

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2021-02-15

新年快乐

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2021-02-13

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提醒：春节假期主要市场休市安排一览

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20:29","market":"us","language":"zh","title":"财报欠佳，百思买盘前跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177385497","media":"老虎资讯综合","summary":"2月25日，百思买盘前发布财报，财报显示：2021年Q4财报实现营收169.37亿美元，前值为151.96亿美元，预期值为172.3亿美元，比市场预期低1.70%。\n每股收益为3.48美元，前值为2.","content":"<p>2月25日，百思买盘前发布财报，财报显示：2021年Q4财报实现营收169.37亿美元，前值为151.96亿美元，预期值为172.3亿美元，比市场预期低1.70%。</p>\n<p>每股收益为3.48美元，前值为2.90美元，预期值为3.45美元，超出市场预期0.87%。</p>\n<p>财报发布后，百思买盘前跌超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/bb50fe7cf26f3a1df806abe763ff96fa\" tg-width=\"859\" tg-height=\"631\"></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>财报欠佳，百思买盘前跌超5%</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财报欠佳，百思买盘前跌超5%\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 20:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月25日，百思买盘前发布财报，财报显示：2021年Q4财报实现营收169.37亿美元，前值为151.96亿美元，预期值为172.3亿美元，比市场预期低1.70%。</p>\n<p>每股收益为3.48美元，前值为2.90美元，预期值为3.45美元，超出市场预期0.87%。</p>\n<p>财报发布后，百思买盘前跌超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/bb50fe7cf26f3a1df806abe763ff96fa\" tg-width=\"859\" tg-height=\"631\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/36b2c0949e3b18adb17e6e40d830d4d9","relate_stocks":{"BBY":"百思买"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177385497","content_text":"2月25日，百思买盘前发布财报，财报显示：2021年Q4财报实现营收169.37亿美元，前值为151.96亿美元，预期值为172.3亿美元，比市场预期低1.70%。\n每股收益为3.48美元，前值为2.90美元，预期值为3.45美元，超出市场预期0.87%。\n财报发布后，百思买盘前跌超5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369398041,"gmtCreate":1614003140183,"gmtModify":1634551581017,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369398041","repostId":"360221152","repostType":1,"repost":{"id":360221152,"gmtCreate":1613943474476,"gmtModify":1613959409884,"author":{"id":"3573372817382282","authorId":"3573372817382282","name":"AI科技巨头每日跟踪","avatar":"https://static.tigerbbs.com/9ff5e470fc1010de3d82d46f16f1cac0","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"ARK本周大幅加仓的BEAM有何竞争力？PRNT持有SSYS、XONE、DDD和DM的逻辑是什么？ | 2月16-19日周总结","htmlText":"2月16-19日，ARK旗下主动管理基金表现：ARKK涨幅-2.54%&nbsp;，报收152.76点；ARKW涨幅-1.29%，报收185.05点；ARKG涨幅-4.06%，报收107.53点；ARKQ涨幅-2.36%，报收96.86点；ARKF涨幅+0.19%，报收62.64点。【摘要】本文总结了本周4个交易日中，ARK操盘的重点个股。其中，ARK在过去5个交易日里大幅加仓了<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/BEAM\">$Beam Therapeutics, Inc.(BEAM)$</a>&nbsp;等9只个股；在过去10个交易日显著加仓了Shopify（SHOP）等5只个股。同时，ARKK清仓了Splunk，ARKQ大幅减仓了霍尼韦尔。另外，本文还分析了ARK在3D打印领域的布局原由以及PRNT四只重仓股的持有逻辑。本周只有四个交易日，市场中备受关注的是Palantir和比特币，但仔细梳理近5-10个交易日以来，ARK持仓个股的变化，我们还是看到了一些在聒噪之外值得关注的个股操作。首先，ARK在过去10个交易日中显著加仓了<a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a>&nbsp;，新建仓并持续加仓了平安好医生（1833.HK）、Abbvie（ABBV）、帕卡（PCAR）和Draftkings（DKNG）。其次，ARK在过去5个交易日中显著加仓了Palantir（PLTR），持股数量增加72%；Beam Therapeu","listText":"2月16-19日，ARK旗下主动管理基金表现：ARKK涨幅-2.54%&nbsp;，报收152.76点；ARKW涨幅-1.29%，报收185.05点；ARKG涨幅-4.06%，报收107.53点；ARKQ涨幅-2.36%，报收96.86点；ARKF涨幅+0.19%，报收62.64点。【摘要】本文总结了本周4个交易日中，ARK操盘的重点个股。其中，ARK在过去5个交易日里大幅加仓了<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/BEAM\">$Beam Therapeutics, Inc.(BEAM)$</a>&nbsp;等9只个股；在过去10个交易日显著加仓了Shopify（SHOP）等5只个股。同时，ARKK清仓了Splunk，ARKQ大幅减仓了霍尼韦尔。另外，本文还分析了ARK在3D打印领域的布局原由以及PRNT四只重仓股的持有逻辑。本周只有四个交易日，市场中备受关注的是Palantir和比特币，但仔细梳理近5-10个交易日以来，ARK持仓个股的变化，我们还是看到了一些在聒噪之外值得关注的个股操作。首先，ARK在过去10个交易日中显著加仓了<a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a>&nbsp;，新建仓并持续加仓了平安好医生（1833.HK）、Abbvie（ABBV）、帕卡（PCAR）和Draftkings（DKNG）。其次，ARK在过去5个交易日中显著加仓了Palantir（PLTR），持股数量增加72%；Beam Therapeu","text":"2月16-19日，ARK旗下主动管理基金表现：ARKK涨幅-2.54% ，报收152.76点；ARKW涨幅-1.29%，报收185.05点；ARKG涨幅-4.06%，报收107.53点；ARKQ涨幅-2.36%，报收96.86点；ARKF涨幅+0.19%，报收62.64点。【摘要】本文总结了本周4个交易日中，ARK操盘的重点个股。其中，ARK在过去5个交易日里大幅加仓了$Palantir Technologies Inc.(PLTR)$ 和$Beam Therapeutics, Inc.(BEAM)$ 等9只个股；在过去10个交易日显著加仓了Shopify（SHOP）等5只个股。同时，ARKK清仓了Splunk，ARKQ大幅减仓了霍尼韦尔。另外，本文还分析了ARK在3D打印领域的布局原由以及PRNT四只重仓股的持有逻辑。本周只有四个交易日，市场中备受关注的是Palantir和比特币，但仔细梳理近5-10个交易日以来，ARK持仓个股的变化，我们还是看到了一些在聒噪之外值得关注的个股操作。首先，ARK在过去10个交易日中显著加仓了$Shopify Inc(SHOP)$ ，新建仓并持续加仓了平安好医生（1833.HK）、Abbvie（ABBV）、帕卡（PCAR）和Draftkings（DKNG）。其次，ARK在过去5个交易日中显著加仓了Palantir（PLTR），持股数量增加72%；Beam Therapeu","images":[{"img":"https://static.tigerbbs.com/0f746b0b4381d7a51192002e7bb07aa7","width":"688","height":"382"},{"img":"https://static.tigerbbs.com/fc26c4faf87c49e8eba0278e8dd14e36","width":"643","height":"432"},{"img":"https://static.tigerbbs.com/b7a7db3a5b3eb81104449dee8a6c3631","width":"688","height":"375"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360221152","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360824264,"gmtCreate":1613887895658,"gmtModify":1634551943550,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360824264","repostId":"1192850444","repostType":4,"repost":{"id":"1192850444","pubTimestamp":1613878542,"share":"https://www.laohu8.com/m/news/1192850444?lang=&edition=full","pubTime":"2021-02-21 11:35","market":"us","language":"zh","title":"百度远未到庆祝时刻","url":"https://stock-news.laohu8.com/highlight/detail?id=1192850444","media":"超新星财经","summary":"百度作为曾经的互联网头部企业，股价经历了过山车式下滑，还接连被群嘲：“BAT”只剩“AT”。而从2020年末开始，百度突然开启了一轮迅猛上涨，三个月以来股价飙升近150%，市值暴增4500亿元。截至2","content":"<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>作为曾经的互联网头部企业，股价经历了过山车式下滑，还接连被群嘲：“BAT”只剩“AT”。而从2020年末开始，<a href=\"https://laohu8.com/S/BIDU\">百度</a>突然开启了一轮迅猛上涨，三个月以来股价飙升近150%，市值暴增4500亿元。截至2月19日收盘，百度（BIDU）涨14.06%，报339.91美元，市值1159.35亿美元，成交量1714.94万股。</p>\n<p><img src=\"https://static.tigerbbs.com/f9a93eef91b51329509f5b4b74391603\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>百度股价的反弹，人们最容易联想到的是百度造车，毕竟新能源汽车炙手可热，但百度造车终究还未落地，短短三个月，仅靠画饼就能站上千亿关卡？百度冲破搜索框后又该如何再现辉煌？</p>\n<p><b>01</b></p>\n<p><b>追风少年，憋一个大招？</b></p>\n<p><b>印象中的百度，像似一个追风少年，什么火追什么。</b>遗憾的是，百度一系列误操作之后，<b>搜索价值接连降低、广告业务屡遭创伤，百度被拉下神坛</b>。</p>\n<p>近两年，随着新能源汽车的兴起，造车对于“门外汉”来说已经不是什么难以企及的梦，各行各业蜂拥而至，热情拥抱这个新兴市场。</p>\n<p>在这场轰轰烈烈的互联网造车运动中，百度也在2021年1月宣布正式组建一家<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车公司，以整车制造商的身份进军汽车行业，吉利控股将成为战略合作伙伴。这也成为催生百度股价上涨的新动力。</p>\n<p>百度CEO李彦宏提到，与吉利合资的电动车公司日前已完成新品牌和首席执行官的确立，整体项目进展非常好，并且计划在未来三年内推出一款全新<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车。</p>\n<p><img src=\"https://static.tigerbbs.com/2c14ec7565ff405b7305184bd1628c67\" tg-width=\"1080\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p>\n<p>百度在与吉利的合作中主要提供自动驾驶等技术能力，且意在将技术能力推广应用。李彦宏表示：“建立这项合作是因为我们想把我们的技术推广到整个市场，所以这款汽车的最大的卖点会关注在软件上或者是软件和硬件的整合上。”</p>\n<p>百度方面还披露，在自动驾驶领域，Apollo平台已与10家中国及全球车企达成战略合作。2021年1月27日，美国加州车辆管理局（DMV）向百度颁发了开放道路无人驾驶测试许可。此前，Apollo已经在北京、长沙等地进行开放道路无人驾驶测试。</p>\n<p>据悉，新组建的百度汽车公司将面向乘用车市场，百度占股51%，吉利49%。未来将基于吉利纯电动SEA浩瀚平台打造首款车型，百度的Apollo等智能化技术将根植其中。</p>\n<p>百度汽车公司独立于母公司体系，保持自主运营；同时百度将人工智能、Apollo自动驾驶、小度车载、百度地图等核心技术全面赋能汽车公司，支持其成长。</p>\n<p>实际上就与阿里、华为等企业一样，百度对涉足硬件层面兴趣不大。<b>从双方合作内容来看，百度更像是找了一个载体，将自身的技术与产品实现落地，至于“真造车“还是需要看吉利的实力。</b></p>\n<p><b>02</b></p>\n<p><b>能打的百度真的回来了吗？</b></p>\n<p>近日，百度发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。</p>\n<p>财报显示，第四季度，百度实现营收303亿元，归属百度的净利润（非美国通用会计准则）达到69亿元，连续四个季度超市场预期。2020年，百度营收1071亿元，净利润（非美国通用会计准则）220亿元，核心业务营收为231亿元，同比增长6.4%，环比增长8%。其中，在线营销收入为189亿元，同比持平；非营销收入达到42亿元，同比增长52%。非营销业务包括云服务、智能交通、智能驾驶和芯片等AI业务。这也是百度第四季度营收超出预期的主要原因。</p>\n<p><img src=\"https://static.tigerbbs.com/24588b26eb6dd2f2eb56618efa8835f0\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>在市场投入方面，财报显示，百度第四季度营收成本为145亿元，同比下降6%，主要由于内容成本、流量获取成本、带宽成本以及业务合并所导致的无形资产摊销/减值下降所致，但被售出产品成本的增长所部分抵消；销售、总务和行政支出为51亿元，比上年同期增长29%，主要由于推广支出增长；研发支出为57亿元，比上年同期增长19%，主要由于研发员工相关支出增长。</p>\n<p>百度通过节流的办法优化和改善的损益表，很大程度上对冲了占比较小的新业务对百度盈利性的负面影响。但节流增效总有瓶颈之时，新阶段营销类收入还是百度的主要收入来源，在新业务未能带来可观的<a href=\"https://laohu8.com/S/06838\">盈利时</a>，营销收入还是处于核心地位的。2020年Q4，百度营销类收入与上年同期几乎持平，但同期，全国线上广告总盘子乃是正增长的，百度营销收入的行业渗透率在下降区间。</p>\n<p>反观，用户增长明显快于营收，销售滞后于运营的情况值得重视和调整。资料显示，2020年Q4，手百App的MAU达到了5.44亿，日活占比超过70%，也在3.8亿以上，根据Quest Mobile数据，如果对比同类企业，此数据明显要超过头条系和快手（前者抖音月活在2020年12月为5.36亿，快手为4.4亿）。</p>\n<p>综合三大报表来看，百度2020年财务各项指标基本符合市场预期，但未达到上限，营收表现也是平平无奇，称不上惊艳，现阶段靠优化成本可以换取一时的增长，未来还是需要靠管理和业绩释放更多的红利。</p>\n<p><b>03</b></p>\n<p><b>百度这次行不行？</b></p>\n<p>谈起百度，有这样一种说法很是经典，说“<b>百度是一家有昨天、有明天的企业，但唯独没有今天。”</b>昨天，指的自然是在PC时代一统江湖的搜索引擎。而说百度有明天，则是承认这家企业在人工智能、无人驾驶等领域所取得的技术成果和行业地位。</p>\n<p><img src=\"https://static.tigerbbs.com/b3e366854ec505642c67493fe54a73c0\" tg-width=\"1080\" tg-height=\"856\" referrerpolicy=\"no-referrer\"></p>\n<p>而关于“今天”的指控，是指进入移动互联网以来，百度一系列的进退失据。</p>\n<p>从2011年百度成为中国市值最高的互联网公司，李彦宏成为中国首富，作为互联网三巨头之一。百度在 2017 年 10 月，股价就一度接近 275 美元 /ADS，市值接近千亿美元（954 亿美元）。</p>\n<p>而随着 2018 年多位公司核心高管相继出走，以及 2019 年公司自上市以来首次单季度录得亏损，市场对于百度的看法出现重大转变，百度股价开始一路下挫，进入历史冰点。市值被美团、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等后起之秀陆续超越，很长一段时间停留在在 300 多亿美元。</p>\n<p>进入 2020 年后，美团在后疫情时期率先迈入了 2000 亿美元市值俱乐部，位列 AT 之后成为互联网市值排名第三的公司；而<a href=\"https://laohu8.com/S/PDD\">拼多多</a>则是在年中及年末分别跨过 1000 亿美元和 2000 亿美元市值大关，市值目前位列中国互联网公司第四。</p>\n<p>这位曾经居BAT之首的互联网巨头，百度可以说是在短短几年里错过了一个时代，市场也早已被<a href=\"https://laohu8.com/S/00700\">腾讯</a>、字节跳动攻占，被逼得其无法增长，市场占比不断收缩，百度想要增加营收，必须加大投入，而且这个趋势在短期内不可能逆转，这也就导致了百度的一些新业务的投入巨大，包括云服务、智慧交通等。</p>\n<p><img src=\"https://static.tigerbbs.com/25ff66bf94b280509509b9252df07b45\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>特别值得一提的是，公司财报披露中的一个细小变化，给市场和投资者传递了重要信号。百度在本季度业绩报告中，对自身的定位首次去掉了 \" 以搜索引擎、知识、信息为中心的互联网平台 \"，取而代之的是 \" 具有强大互联网基础的领先的人工智能公司 \"。</p>\n<p>现在各种App和小程序让人们不再依赖搜索框，百度极力想要脱去搜索引擎的外衣也实属无奈，但百度之所以为百度，也是因为提到百度，绝大多数人的第一反应是那个搜索框，成立20年以来的大多数时光里，百度商业模式的核心也正是这个搜索框。<b>百度如今开始变更自己的战略定位，希望成为一个领先的AI生态型公司，那么未来百度会是谁？它的路又该怎么走？都还需静观其变。</b></p>\n<p><b>百度并未到了一马平川时候，也远未到庆祝时刻</b>。因为无论百度造车还是AI新业务，距离大规模变现仍有颇远的距离。作为当下最知名的“烧钱机器”，持续的AI和无人驾驶研发，意味着高额且持续的大规模、长时间的投入。百度对AI抱有“危险”的进取心，虽然市场对其下场造车十分乐观，但百度不再是从前那个少年了，从伤痛中转身，作为投资者的我们还是需要保持绝对冷静和理性的。</p>","source":"lsy1613878412605","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>百度远未到庆祝时刻</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百度远未到庆祝时刻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-21 11:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s/gwMdGkTjEJvBs4HTJwwYfQ><strong>超新星财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>百度作为曾经的互联网头部企业，股价经历了过山车式下滑，还接连被群嘲：“BAT”只剩“AT”。而从2020年末开始，百度突然开启了一轮迅猛上涨，三个月以来股价飙升近150%，市值暴增4500亿元。截至2月19日收盘，百度（BIDU）涨14.06%，报339.91美元，市值1159.35亿美元，成交量1714.94万股。\n\n百度股价的反弹，人们最容易联想到的是百度造车，毕竟新能源汽车炙手可热，但百度...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/gwMdGkTjEJvBs4HTJwwYfQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/179b4ddb77b82b472a77dd8bef91a694","relate_stocks":{"BIDU":"百度"},"source_url":"http://mp.weixin.qq.com/s/gwMdGkTjEJvBs4HTJwwYfQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192850444","content_text":"百度作为曾经的互联网头部企业，股价经历了过山车式下滑，还接连被群嘲：“BAT”只剩“AT”。而从2020年末开始，百度突然开启了一轮迅猛上涨，三个月以来股价飙升近150%，市值暴增4500亿元。截至2月19日收盘，百度（BIDU）涨14.06%，报339.91美元，市值1159.35亿美元，成交量1714.94万股。\n\n百度股价的反弹，人们最容易联想到的是百度造车，毕竟新能源汽车炙手可热，但百度造车终究还未落地，短短三个月，仅靠画饼就能站上千亿关卡？百度冲破搜索框后又该如何再现辉煌？\n01\n追风少年，憋一个大招？\n印象中的百度，像似一个追风少年，什么火追什么。遗憾的是，百度一系列误操作之后，搜索价值接连降低、广告业务屡遭创伤，百度被拉下神坛。\n近两年，随着新能源汽车的兴起，造车对于“门外汉”来说已经不是什么难以企及的梦，各行各业蜂拥而至，热情拥抱这个新兴市场。\n在这场轰轰烈烈的互联网造车运动中，百度也在2021年1月宣布正式组建一家智能汽车公司，以整车制造商的身份进军汽车行业，吉利控股将成为战略合作伙伴。这也成为催生百度股价上涨的新动力。\n百度CEO李彦宏提到，与吉利合资的电动车公司日前已完成新品牌和首席执行官的确立，整体项目进展非常好，并且计划在未来三年内推出一款全新智能电动车。\n\n百度在与吉利的合作中主要提供自动驾驶等技术能力，且意在将技术能力推广应用。李彦宏表示：“建立这项合作是因为我们想把我们的技术推广到整个市场，所以这款汽车的最大的卖点会关注在软件上或者是软件和硬件的整合上。”\n百度方面还披露，在自动驾驶领域，Apollo平台已与10家中国及全球车企达成战略合作。2021年1月27日，美国加州车辆管理局（DMV）向百度颁发了开放道路无人驾驶测试许可。此前，Apollo已经在北京、长沙等地进行开放道路无人驾驶测试。\n据悉，新组建的百度汽车公司将面向乘用车市场，百度占股51%，吉利49%。未来将基于吉利纯电动SEA浩瀚平台打造首款车型，百度的Apollo等智能化技术将根植其中。\n百度汽车公司独立于母公司体系，保持自主运营；同时百度将人工智能、Apollo自动驾驶、小度车载、百度地图等核心技术全面赋能汽车公司，支持其成长。\n实际上就与阿里、华为等企业一样，百度对涉足硬件层面兴趣不大。从双方合作内容来看，百度更像是找了一个载体，将自身的技术与产品实现落地，至于“真造车“还是需要看吉利的实力。\n02\n能打的百度真的回来了吗？\n近日，百度发布了截至2020年12月31日的第四季度及全年未经审计的财务报告。\n财报显示，第四季度，百度实现营收303亿元，归属百度的净利润（非美国通用会计准则）达到69亿元，连续四个季度超市场预期。2020年，百度营收1071亿元，净利润（非美国通用会计准则）220亿元，核心业务营收为231亿元，同比增长6.4%，环比增长8%。其中，在线营销收入为189亿元，同比持平；非营销收入达到42亿元，同比增长52%。非营销业务包括云服务、智能交通、智能驾驶和芯片等AI业务。这也是百度第四季度营收超出预期的主要原因。\n\n在市场投入方面，财报显示，百度第四季度营收成本为145亿元，同比下降6%，主要由于内容成本、流量获取成本、带宽成本以及业务合并所导致的无形资产摊销/减值下降所致，但被售出产品成本的增长所部分抵消；销售、总务和行政支出为51亿元，比上年同期增长29%，主要由于推广支出增长；研发支出为57亿元，比上年同期增长19%，主要由于研发员工相关支出增长。\n百度通过节流的办法优化和改善的损益表，很大程度上对冲了占比较小的新业务对百度盈利性的负面影响。但节流增效总有瓶颈之时，新阶段营销类收入还是百度的主要收入来源，在新业务未能带来可观的盈利时，营销收入还是处于核心地位的。2020年Q4，百度营销类收入与上年同期几乎持平，但同期，全国线上广告总盘子乃是正增长的，百度营销收入的行业渗透率在下降区间。\n反观，用户增长明显快于营收，销售滞后于运营的情况值得重视和调整。资料显示，2020年Q4，手百App的MAU达到了5.44亿，日活占比超过70%，也在3.8亿以上，根据Quest Mobile数据，如果对比同类企业，此数据明显要超过头条系和快手（前者抖音月活在2020年12月为5.36亿，快手为4.4亿）。\n综合三大报表来看，百度2020年财务各项指标基本符合市场预期，但未达到上限，营收表现也是平平无奇，称不上惊艳，现阶段靠优化成本可以换取一时的增长，未来还是需要靠管理和业绩释放更多的红利。\n03\n百度这次行不行？\n谈起百度，有这样一种说法很是经典，说“百度是一家有昨天、有明天的企业，但唯独没有今天。”昨天，指的自然是在PC时代一统江湖的搜索引擎。而说百度有明天，则是承认这家企业在人工智能、无人驾驶等领域所取得的技术成果和行业地位。\n\n而关于“今天”的指控，是指进入移动互联网以来，百度一系列的进退失据。\n从2011年百度成为中国市值最高的互联网公司，李彦宏成为中国首富，作为互联网三巨头之一。百度在 2017 年 10 月，股价就一度接近 275 美元 /ADS，市值接近千亿美元（954 亿美元）。\n而随着 2018 年多位公司核心高管相继出走，以及 2019 年公司自上市以来首次单季度录得亏损，市场对于百度的看法出现重大转变，百度股价开始一路下挫，进入历史冰点。市值被美团、拼多多等后起之秀陆续超越，很长一段时间停留在在 300 多亿美元。\n进入 2020 年后，美团在后疫情时期率先迈入了 2000 亿美元市值俱乐部，位列 AT 之后成为互联网市值排名第三的公司；而拼多多则是在年中及年末分别跨过 1000 亿美元和 2000 亿美元市值大关，市值目前位列中国互联网公司第四。\n这位曾经居BAT之首的互联网巨头，百度可以说是在短短几年里错过了一个时代，市场也早已被腾讯、字节跳动攻占，被逼得其无法增长，市场占比不断收缩，百度想要增加营收，必须加大投入，而且这个趋势在短期内不可能逆转，这也就导致了百度的一些新业务的投入巨大，包括云服务、智慧交通等。\n\n特别值得一提的是，公司财报披露中的一个细小变化，给市场和投资者传递了重要信号。百度在本季度业绩报告中，对自身的定位首次去掉了 \" 以搜索引擎、知识、信息为中心的互联网平台 \"，取而代之的是 \" 具有强大互联网基础的领先的人工智能公司 \"。\n现在各种App和小程序让人们不再依赖搜索框，百度极力想要脱去搜索引擎的外衣也实属无奈，但百度之所以为百度，也是因为提到百度，绝大多数人的第一反应是那个搜索框，成立20年以来的大多数时光里，百度商业模式的核心也正是这个搜索框。百度如今开始变更自己的战略定位，希望成为一个领先的AI生态型公司，那么未来百度会是谁？它的路又该怎么走？都还需静观其变。\n百度并未到了一马平川时候，也远未到庆祝时刻。因为无论百度造车还是AI新业务，距离大规模变现仍有颇远的距离。作为当下最知名的“烧钱机器”，持续的AI和无人驾驶研发，意味着高额且持续的大规模、长时间的投入。百度对AI抱有“危险”的进取心，虽然市场对其下场造车十分乐观，但百度不再是从前那个少年了，从伤痛中转身，作为投资者的我们还是需要保持绝对冷静和理性的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387484513,"gmtCreate":1613777649132,"gmtModify":1634552294241,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387484513","repostId":"1157341273","repostType":4,"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384627196,"gmtCreate":1613650071815,"gmtModify":1634552795799,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/384627196","repostId":"1198822694","repostType":4,"repost":{"id":"1198822694","pubTimestamp":1613649286,"share":"https://www.laohu8.com/m/news/1198822694?lang=&edition=full","pubTime":"2021-02-18 19:54","market":"us","language":"zh","title":"四大理由支撑，美股或许真的没有泡沫","url":"https://stock-news.laohu8.com/highlight/detail?id=1198822694","media":"腾讯美股","summary":"根据著名的“巴菲特指标”，美股当下的估值已经达到了历史最高点，泡沫的气息已经非常浓烈了，可是市场却依然在持续上涨，丝毫不见泡沫破灭的样子，那么，投资者到底该何去何从？\n\n腾讯证券讯 根据著名的“巴菲特","content":"<blockquote>\n <i>根据著名的“巴菲特指标”，美股当下的估值已经达到了历史最高点，泡沫的气息已经非常浓烈了，可是市场却依然在持续上涨，丝毫不见泡沫破灭的样子，那么，投资者到底该何去何从？</i>\n</blockquote>\n<p><a href=\"https://laohu8.com/S/00700\">腾讯</a>证券讯 根据著名的“巴菲特指标”，美股当下的估值已经达到了历史最高点，泡沫的气息已经非常浓烈了，可是市场却依然在持续上涨，丝毫不见泡沫破灭的样子，那么，投资者到底该何去何从？</p>\n<p>所谓巴菲特指标，简而言之就是将威尔夏5000指数（美国已有的最广泛大盘指标）的总市值与国内生产总值进行比较。历史数据显示，股市对GDP比率的长期水平是74%，而现在，这一数字却超过了160%，创下历史最高纪录。关于估值，还有所谓“托宾的Q比率”，由获得诺贝尔经济学奖的大家托宾（James Tobin）提出，即将企业股价与重置成本相比，这一指标12月底时就来到了2.33，同样是史上新高。</p>\n<p><b>旧指标遇到新现实</b></p>\n<p>不过，也有许多市场观察家强调，将这些估值指标的历史平均数字拿来和今日的水平进行对比，本身就是驴唇不对马嘴。退休经济学教授米诺特（Guy Mineault）解释说，这些美股牛派的根据之一就在于，美股市场上的股票总数量其实是呈现持续下滑趋势的，比如1996年时，市场上有股票总计8090只，而到了2019年底，已经减少到了4744只。“假设1996年和现在，投入到美股市场上的资金总量是一致的，但是股票的总数却减少了接近一半，那么依然存在的股票，其价格大致翻一番，其实也是完全说得过去的。”</p>\n<p>还有一些观察家指出，现在许多国家的政府都在强迫企业为自己的员工建立退休基金，而这就意味着每年都会有数量可观的资金持续流入股市，而如前所述，股票的数量还在减少，这就使得其价格更是唯有上涨一个可能的方向。米诺特表示：“许多经济学家甚至认为，股市实际上是被低估了，而非相反。”</p>\n<p><b>疫情的影响</b></p>\n<p>Whitemont Financial Services 总裁萨基里斯（Peter Tsakiris）指出：“我们现在根本不可能根据企业2021年的盈利预期去评估其股票价格，因为疫情改变了一切，2021年的数字已经不可能正常了。因此，投资者其实已经将视线转向了2022年，这将是一个持续增长的全年。换言之，投资者已经将疫情时期划入了括号，不再予以考虑，而是等待着未来的利润。”</p>\n<p>萨基里斯表示，如果大家预计标普500指数2022年的每股盈利为170美元，则相应的市盈率其实也不过是22.3。“这样的一个读数虽然是超过了大约16的历史平均水平，但是这也要看具体情况，比如历史上的大多数时候，利率可都要比现在高得多。”</p>\n<p>事实上，高估值的支持者赋予其合理性的另外一个重要理由正是利率。ddenda Capital副总裁、高级经济学奖德斯诺佛斯（Yanick Desnoyers）指出：“现在，债券收益率的预期是如此之低，而这自然就会导致股票估值高企。”</p>\n<p>魁北克蒙特利尔大学金融学教授瓜伊（Richard Guay）表示：“股票或许称得上昂贵，但是债券高估才更加严重。”他解释道：“如果你现在购买三十年期政府债券，就等于将自己的未来三十年锁定在很低的回报当中。相反，如果你选择股票，除了价格增值的可能性之外，你还可以每年获得3%到4%的股息。正因为如此，许多以前都以债券投资为主的机构投资者，现在都纷纷转向了股票。”</p>\n<p><b>需求旺盛</b></p>\n<p>德斯诺佛斯指出，此外还有两个因素在帮助美股维持着高估值。第一个因素是美国企业的利润，去年第三季度结束时，利润竟然要比疫情爆发前还高，让许多人都大吃一惊。疫情爆发前的美国企业总利润是1.82万亿美元，而疫情爆发后居然来到了2.32万亿美元。</p>\n<p>与此同时，市场还在很大程度上相信，一旦疫情宣告结束，将有一波压抑已久的消费需求爆发出来，而这自然也是企业利润，乃至股价的利好。疫情期间，美国储蓄率上升的经济数据也可以算作是为这种观点做出了一定的背书。</p>\n<p><b>充足的资金</b></p>\n<p>那么，美股现在到底算不算是在泡沫当中呢？其实很多专家现在也多少感到困惑。“我认为股价过于昂贵了。”瓜伊表示，“可是，至少到现在，我还不敢说泡沫已经形成。”萨基里斯则认为，一些特定股票如<a href=\"https://laohu8.com/S/ZM\">Zoom</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，现在确实已经出现了泡沫，但是就美股大盘整体而言，目前还谈不到泡沫。“我对于股市的持续上涨，目前依然持乐观的态度，尽管我们也预计会有一些小规模的回挫发生。这里至少有一点可以肯定，那就是市场上到处都是流动性，因此这些回挫正常情况下都会被投资者看作是买入的机会。”</p>\n<p>各国央行超低利率和量化宽松政策注入的海量流动性，其实是个非常关键的元素，其影响将长期存在。“这些印刷出来的钞票无处不在，这就意味着，我们未来迟早会迎头撞上通货膨胀，而到了那时，利率就将被迫上调，达到4%或者5%。这无论对股票还是债券的行情都会造成损害，只不过，这一幕短期之内还不会成为现实。”</p>","source":"txmg","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>四大理由支撑，美股或许真的没有泡沫</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四大理由支撑，美股或许真的没有泡沫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-18 19:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/TxgBcyYj3GNceu0MJNzgCw><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据著名的“巴菲特指标”，美股当下的估值已经达到了历史最高点，泡沫的气息已经非常浓烈了，可是市场却依然在持续上涨，丝毫不见泡沫破灭的样子，那么，投资者到底该何去何从？\n\n腾讯证券讯 根据著名的“巴菲特指标”，美股当下的估值已经达到了历史最高点，泡沫的气息已经非常浓烈了，可是市场却依然在持续上涨，丝毫不见泡沫破灭的样子，那么，投资者到底该何去何从？\n所谓巴菲特指标，简而言之就是将威尔夏5000指数（...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/TxgBcyYj3GNceu0MJNzgCw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://mp.weixin.qq.com/s/TxgBcyYj3GNceu0MJNzgCw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198822694","content_text":"根据著名的“巴菲特指标”，美股当下的估值已经达到了历史最高点，泡沫的气息已经非常浓烈了，可是市场却依然在持续上涨，丝毫不见泡沫破灭的样子，那么，投资者到底该何去何从？\n\n腾讯证券讯 根据著名的“巴菲特指标”，美股当下的估值已经达到了历史最高点，泡沫的气息已经非常浓烈了，可是市场却依然在持续上涨，丝毫不见泡沫破灭的样子，那么，投资者到底该何去何从？\n所谓巴菲特指标，简而言之就是将威尔夏5000指数（美国已有的最广泛大盘指标）的总市值与国内生产总值进行比较。历史数据显示，股市对GDP比率的长期水平是74%，而现在，这一数字却超过了160%，创下历史最高纪录。关于估值，还有所谓“托宾的Q比率”，由获得诺贝尔经济学奖的大家托宾（James Tobin）提出，即将企业股价与重置成本相比，这一指标12月底时就来到了2.33，同样是史上新高。\n旧指标遇到新现实\n不过，也有许多市场观察家强调，将这些估值指标的历史平均数字拿来和今日的水平进行对比，本身就是驴唇不对马嘴。退休经济学教授米诺特（Guy Mineault）解释说，这些美股牛派的根据之一就在于，美股市场上的股票总数量其实是呈现持续下滑趋势的，比如1996年时，市场上有股票总计8090只，而到了2019年底，已经减少到了4744只。“假设1996年和现在，投入到美股市场上的资金总量是一致的，但是股票的总数却减少了接近一半，那么依然存在的股票，其价格大致翻一番，其实也是完全说得过去的。”\n还有一些观察家指出，现在许多国家的政府都在强迫企业为自己的员工建立退休基金，而这就意味着每年都会有数量可观的资金持续流入股市，而如前所述，股票的数量还在减少，这就使得其价格更是唯有上涨一个可能的方向。米诺特表示：“许多经济学家甚至认为，股市实际上是被低估了，而非相反。”\n疫情的影响\nWhitemont Financial Services 总裁萨基里斯（Peter Tsakiris）指出：“我们现在根本不可能根据企业2021年的盈利预期去评估其股票价格，因为疫情改变了一切，2021年的数字已经不可能正常了。因此，投资者其实已经将视线转向了2022年，这将是一个持续增长的全年。换言之，投资者已经将疫情时期划入了括号，不再予以考虑，而是等待着未来的利润。”\n萨基里斯表示，如果大家预计标普500指数2022年的每股盈利为170美元，则相应的市盈率其实也不过是22.3。“这样的一个读数虽然是超过了大约16的历史平均水平，但是这也要看具体情况，比如历史上的大多数时候，利率可都要比现在高得多。”\n事实上，高估值的支持者赋予其合理性的另外一个重要理由正是利率。ddenda Capital副总裁、高级经济学奖德斯诺佛斯（Yanick Desnoyers）指出：“现在，债券收益率的预期是如此之低，而这自然就会导致股票估值高企。”\n魁北克蒙特利尔大学金融学教授瓜伊（Richard Guay）表示：“股票或许称得上昂贵，但是债券高估才更加严重。”他解释道：“如果你现在购买三十年期政府债券，就等于将自己的未来三十年锁定在很低的回报当中。相反，如果你选择股票，除了价格增值的可能性之外，你还可以每年获得3%到4%的股息。正因为如此，许多以前都以债券投资为主的机构投资者，现在都纷纷转向了股票。”\n需求旺盛\n德斯诺佛斯指出，此外还有两个因素在帮助美股维持着高估值。第一个因素是美国企业的利润，去年第三季度结束时，利润竟然要比疫情爆发前还高，让许多人都大吃一惊。疫情爆发前的美国企业总利润是1.82万亿美元，而疫情爆发后居然来到了2.32万亿美元。\n与此同时，市场还在很大程度上相信，一旦疫情宣告结束，将有一波压抑已久的消费需求爆发出来，而这自然也是企业利润，乃至股价的利好。疫情期间，美国储蓄率上升的经济数据也可以算作是为这种观点做出了一定的背书。\n充足的资金\n那么，美股现在到底算不算是在泡沫当中呢？其实很多专家现在也多少感到困惑。“我认为股价过于昂贵了。”瓜伊表示，“可是，至少到现在，我还不敢说泡沫已经形成。”萨基里斯则认为，一些特定股票如Zoom和特斯拉，现在确实已经出现了泡沫，但是就美股大盘整体而言，目前还谈不到泡沫。“我对于股市的持续上涨，目前依然持乐观的态度，尽管我们也预计会有一些小规模的回挫发生。这里至少有一点可以肯定，那就是市场上到处都是流动性，因此这些回挫正常情况下都会被投资者看作是买入的机会。”\n各国央行超低利率和量化宽松政策注入的海量流动性，其实是个非常关键的元素，其影响将长期存在。“这些印刷出来的钞票无处不在，这就意味着，我们未来迟早会迎头撞上通货膨胀，而到了那时，利率就将被迫上调，达到4%或者5%。这无论对股票还是债券的行情都会造成损害，只不过，这一幕短期之内还不会成为现实。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382207035,"gmtCreate":1613448574527,"gmtModify":1634553644406,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"涨涨涨","listText":"涨涨涨","text":"涨涨涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/382207035","repostId":"2111007803","repostType":4,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382204115,"gmtCreate":1613448510237,"gmtModify":1634553644996,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"新年快乐","listText":"新年快乐","text":"新年快乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382204115","repostId":"1137620666","repostType":4,"repost":{"id":"1137620666","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":1613438586,"share":"https://www.laohu8.com/m/news/1137620666?lang=&edition=full","pubTime":"2021-02-16 09:23","market":"hk","language":"zh","title":"开盘：牛年开市大吉！恒指高开1.66%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137620666","media":"老虎资讯综合","summary":"2月16日讯，港股牛年首日开盘，A股继续休市。恒指涨1.66%报30675点，国指涨1.53%报12062点，恒生科技指数涨2.01%报10620点。盘面上，春节档电影票房创历史新高，影视娱乐股集体高","content":"<p>2月16日讯，港股牛年首日开盘，A股继续休市。恒指涨1.66%报30675点，国指涨1.53%报12062点，恒生科技指数涨2.01%报10620点。</p><p>盘面上，春节档电影票房创历史新高，影视娱乐股集体高开，<a href=\"https://laohu8.com/S/01896\">猫眼娱乐</a>大涨近15%，<a href=\"https://laohu8.com/S/01060\">阿里影业</a>涨超10%，据统计，中国大陆春节档总票房已超60亿元，IMAX也录得有史以来票房最佳春节档；体育用品股、香港本地股、电力股、半导体股、石油股、银行股等集体上涨，<a href=\"https://laohu8.com/S/03968\">招商银行</a>、<a href=\"https://laohu8.com/S/STAN.UK\">渣打集团</a>均升超3%；大型科技股走强，美团高开逾2%续创新高价，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、小米、京东皆高开超1%，濠赌股、餐饮股普遍下跌，呷哺呷哺低开1.6%。<img src=\"https://static.tigerbbs.com/6894b373febc1d93f07bbf978f8b0a57\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/00019\">太古股份公司A</a>高开9.43%，录得2009年以来最大涨幅。</p><p><a href=\"https://laohu8.com/S/HTHT\">华住</a>集团<a href=\"https://laohu8.com/S/01179\">$(01179)$</a>涨7.81%，公司否认沽空机构Bonitas沽空报告指控，表示内部调查没有发现招股章程出现重大错误陈述。</p><p><a href=\"https://laohu8.com/S/02096\">先声药业</a>涨5.6%，合作伙伴G1 Therapeutics小细胞癌防骨髓抑制药物已获得FDA批准。</p><p><a href=\"https://laohu8.com/S/01833\">平安好医生</a>续涨6.3%，上一交易日大涨21%，近期<a href=\"https://laohu8.com/S/01833\">平安好医生</a>获ARK旗下基金ARKF开仓买入49.7万股。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘：牛年开市大吉！恒指高开1.66%</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开盘：牛年开市大吉！恒指高开1.66%\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\">2021-02-16 09:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月16日讯，港股牛年首日开盘，A股继续休市。恒指涨1.66%报30675点，国指涨1.53%报12062点，恒生科技指数涨2.01%报10620点。</p><p>盘面上，春节档电影票房创历史新高，影视娱乐股集体高开，<a href=\"https://laohu8.com/S/01896\">猫眼娱乐</a>大涨近15%，<a href=\"https://laohu8.com/S/01060\">阿里影业</a>涨超10%，据统计，中国大陆春节档总票房已超60亿元，IMAX也录得有史以来票房最佳春节档；体育用品股、香港本地股、电力股、半导体股、石油股、银行股等集体上涨，<a href=\"https://laohu8.com/S/03968\">招商银行</a>、<a href=\"https://laohu8.com/S/STAN.UK\">渣打集团</a>均升超3%；大型科技股走强，美团高开逾2%续创新高价，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、小米、京东皆高开超1%，濠赌股、餐饮股普遍下跌，呷哺呷哺低开1.6%。<img src=\"https://static.tigerbbs.com/6894b373febc1d93f07bbf978f8b0a57\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/00019\">太古股份公司A</a>高开9.43%，录得2009年以来最大涨幅。</p><p><a href=\"https://laohu8.com/S/HTHT\">华住</a>集团<a href=\"https://laohu8.com/S/01179\">$(01179)$</a>涨7.81%，公司否认沽空机构Bonitas沽空报告指控，表示内部调查没有发现招股章程出现重大错误陈述。</p><p><a href=\"https://laohu8.com/S/02096\">先声药业</a>涨5.6%，合作伙伴G1 Therapeutics小细胞癌防骨髓抑制药物已获得FDA批准。</p><p><a href=\"https://laohu8.com/S/01833\">平安好医生</a>续涨6.3%，上一交易日大涨21%，近期<a href=\"https://laohu8.com/S/01833\">平安好医生</a>获ARK旗下基金ARKF开仓买入49.7万股。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137620666","content_text":"2月16日讯，港股牛年首日开盘，A股继续休市。恒指涨1.66%报30675点，国指涨1.53%报12062点，恒生科技指数涨2.01%报10620点。盘面上，春节档电影票房创历史新高，影视娱乐股集体高开，猫眼娱乐大涨近15%，阿里影业涨超10%，据统计，中国大陆春节档总票房已超60亿元，IMAX也录得有史以来票房最佳春节档；体育用品股、香港本地股、电力股、半导体股、石油股、银行股等集体上涨，招商银行、渣打集团均升超3%；大型科技股走强，美团高开逾2%续创新高价，阿里巴巴、小米、京东皆高开超1%，濠赌股、餐饮股普遍下跌，呷哺呷哺低开1.6%。太古股份公司A高开9.43%，录得2009年以来最大涨幅。华住集团$(01179)$涨7.81%，公司否认沽空机构Bonitas沽空报告指控，表示内部调查没有发现招股章程出现重大错误陈述。先声药业涨5.6%，合作伙伴G1 Therapeutics小细胞癌防骨髓抑制药物已获得FDA批准。平安好医生续涨6.3%，上一交易日大涨21%，近期平安好医生获ARK旗下基金ARKF开仓买入49.7万股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382204988,"gmtCreate":1613448496544,"gmtModify":1634553645118,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382204988","repostId":"1137620666","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382387959,"gmtCreate":1613364265371,"gmtModify":1634553847039,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"黄金","listText":"黄金","text":"黄金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382387959","repostId":"2111003079","repostType":4,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382384215,"gmtCreate":1613364173837,"gmtModify":1634553847410,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"新年快乐","listText":"新年快乐","text":"新年快乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382384215","repostId":"1140942389","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386250748,"gmtCreate":1613188454584,"gmtModify":1634554203565,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386250748","repostId":"1140942389","repostType":4,"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386335978,"gmtCreate":1613135087294,"gmtModify":1634554393499,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/386335978","repostId":"1136479151","repostType":4,"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":386335978,"gmtCreate":1613135087294,"gmtModify":1634554393499,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/386335978","repostId":"1136479151","repostType":4,"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382207035,"gmtCreate":1613448574527,"gmtModify":1634553644406,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"涨涨涨","listText":"涨涨涨","text":"涨涨涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/382207035","repostId":"2111007803","repostType":4,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"la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| 2月16-19日周总结","htmlText":"2月16-19日，ARK旗下主动管理基金表现：ARKK涨幅-2.54%&nbsp;，报收152.76点；ARKW涨幅-1.29%，报收185.05点；ARKG涨幅-4.06%，报收107.53点；ARKQ涨幅-2.36%，报收96.86点；ARKF涨幅+0.19%，报收62.64点。【摘要】本文总结了本周4个交易日中，ARK操盘的重点个股。其中，ARK在过去5个交易日里大幅加仓了<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/BEAM\">$Beam Therapeutics, Inc.(BEAM)$</a>&nbsp;等9只个股；在过去10个交易日显著加仓了Shopify（SHOP）等5只个股。同时，ARKK清仓了Splunk，ARKQ大幅减仓了霍尼韦尔。另外，本文还分析了ARK在3D打印领域的布局原由以及PRNT四只重仓股的持有逻辑。本周只有四个交易日，市场中备受关注的是Palantir和比特币，但仔细梳理近5-10个交易日以来，ARK持仓个股的变化，我们还是看到了一些在聒噪之外值得关注的个股操作。首先，ARK在过去10个交易日中显著加仓了<a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a>&nbsp;，新建仓并持续加仓了平安好医生（1833.HK）、Abbvie（ABBV）、帕卡（PCAR）和Draftkings（DKNG）。其次，ARK在过去5个交易日中显著加仓了Palantir（PLTR），持股数量增加72%；Beam Therapeu","listText":"2月16-19日，ARK旗下主动管理基金表现：ARKK涨幅-2.54%&nbsp;，报收152.76点；ARKW涨幅-1.29%，报收185.05点；ARKG涨幅-4.06%，报收107.53点；ARKQ涨幅-2.36%，报收96.86点；ARKF涨幅+0.19%，报收62.64点。【摘要】本文总结了本周4个交易日中，ARK操盘的重点个股。其中，ARK在过去5个交易日里大幅加仓了<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/BEAM\">$Beam Therapeutics, Inc.(BEAM)$</a>&nbsp;等9只个股；在过去10个交易日显著加仓了Shopify（SHOP）等5只个股。同时，ARKK清仓了Splunk，ARKQ大幅减仓了霍尼韦尔。另外，本文还分析了ARK在3D打印领域的布局原由以及PRNT四只重仓股的持有逻辑。本周只有四个交易日，市场中备受关注的是Palantir和比特币，但仔细梳理近5-10个交易日以来，ARK持仓个股的变化，我们还是看到了一些在聒噪之外值得关注的个股操作。首先，ARK在过去10个交易日中显著加仓了<a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a>&nbsp;，新建仓并持续加仓了平安好医生（1833.HK）、Abbvie（ABBV）、帕卡（PCAR）和Draftkings（DKNG）。其次，ARK在过去5个交易日中显著加仓了Palantir（PLTR），持股数量增加72%；Beam Therapeu","text":"2月16-19日，ARK旗下主动管理基金表现：ARKK涨幅-2.54% ，报收152.76点；ARKW涨幅-1.29%，报收185.05点；ARKG涨幅-4.06%，报收107.53点；ARKQ涨幅-2.36%，报收96.86点；ARKF涨幅+0.19%，报收62.64点。【摘要】本文总结了本周4个交易日中，ARK操盘的重点个股。其中，ARK在过去5个交易日里大幅加仓了$Palantir Technologies Inc.(PLTR)$ 和$Beam Therapeutics, Inc.(BEAM)$ 等9只个股；在过去10个交易日显著加仓了Shopify（SHOP）等5只个股。同时，ARKK清仓了Splunk，ARKQ大幅减仓了霍尼韦尔。另外，本文还分析了ARK在3D打印领域的布局原由以及PRNT四只重仓股的持有逻辑。本周只有四个交易日，市场中备受关注的是Palantir和比特币，但仔细梳理近5-10个交易日以来，ARK持仓个股的变化，我们还是看到了一些在聒噪之外值得关注的个股操作。首先，ARK在过去10个交易日中显著加仓了$Shopify Inc(SHOP)$ ，新建仓并持续加仓了平安好医生（1833.HK）、Abbvie（ABBV）、帕卡（PCAR）和Draftkings（DKNG）。其次，ARK在过去5个交易日中显著加仓了Palantir（PLTR），持股数量增加72%；Beam Therapeu","images":[{"img":"https://static.tigerbbs.com/0f746b0b4381d7a51192002e7bb07aa7","width":"688","height":"382"},{"img":"https://static.tigerbbs.com/fc26c4faf87c49e8eba0278e8dd14e36","width":"643","height":"432"},{"img":"https://static.tigerbbs.com/b7a7db3a5b3eb81104449dee8a6c3631","width":"688","height":"375"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360221152","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384627196,"gmtCreate":1613650071815,"gmtModify":1634552795799,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/384627196","repostId":"1198822694","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366462972,"gmtCreate":1614554908396,"gmtModify":1703478097761,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366462972","repostId":"1116526650","repostType":4,"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382204115,"gmtCreate":1613448510237,"gmtModify":1634553644996,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"新年快乐","listText":"新年快乐","text":"新年快乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382204115","repostId":"1137620666","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387484513,"gmtCreate":1613777649132,"gmtModify":1634552294241,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387484513","repostId":"1157341273","repostType":4,"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360824264,"gmtCreate":1613887895658,"gmtModify":1634551943550,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360824264","repostId":"1192850444","repostType":4,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382204988,"gmtCreate":1613448496544,"gmtModify":1634553645118,"author":{"id":"3570099321960653","authorId":"3570099321960653","name":"MrShawn5","avatar":"https://static.tigerbbs.com/f265a4cfc23fb63702e66f25f26e855a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382204988","repostId":"1137620666","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382387959,"gmtCreate":1613364265371,"gmtModify":1634553847039,"author":{"id":"3570099321960653","autho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10:35","market":"uk","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\" 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>提醒：春节假期主要市场休市安排一览</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{ 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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提醒：春节假期主要市场休市安排一览\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\">2021-02-02 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":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}