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荷马先生

荷马先生

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12-21 22:49

泡沫剧

Why Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside

12-18

空头出此垃圾招

《纽约时报》称马斯克因涉密安全问题遭军方审查

12-17

不归路

@人人有功练:$特斯拉(TSLA)$ 都是幻觉，吓不倒我！！！TSLA做多从未得手，做空从未失手[邪恶]

12-03

税收后拿多少

英特尔前CEO基辛格将获得1200万美元的离职金

12-03

工人集体罢工议价工资也是应该权利

陷入“降本”风波的比亚迪获中国官媒力挺，称“议价”供应商无可厚非、理所应当

12-01

业务模式投机性，不可持续

资本市场的“史诗级奇观”：MSTR，25年前曾从333暴跌至0.42

11-21

$Snowflake(SNOW)$ 季报收入超预期，年度展望超预期，并购datavolo ,与anthropic合作大模型，多重利好催化股价爆发

11-19

Mask不一样的是，不是寄生虫，而是力量

特斯拉涨超5%，市值大增4100亿元！特朗普媒体飙升16%，这只股大涨超160%

11-08

言行不一的人

Cathie Wood's Tech Rotation: Amazon Mega-Buy While Tesla, Reddit And Palantir Get Axed

09-03

早点滚

知名特斯拉投资者：6个月内业绩没改善就清仓

08-08

英雄所见略同

Intel's Struggles Could Give AMD a Win, Piper Sandler

08-05

$美国超微公司(AMD)$ 英伟达的B100产品推迟有利于amd300销售增加，反垄断也有利于amd产品共享软件系统，

07-26

@芯潮 989938ji$美国超导(AMSC)$ @芯潮 947

Top Calls on Wall Street: Tesla, Nvidia, Micron, Apple, Starbucks, Amazon, Netflix, Oracle, Microsoft & More

07-18

Intel扶不起的阿斗

英伟达等AI巨头狂跌之际，华尔街有了新宠：“AI后进者们”

07-17

为什么6月25日采访消息选择财报日之前一天放出来，是为了什么目的

07-15

$台积电(TSM)$ 一片唱多背景下还是高开低走，为出货掩护的嫌疑

07-12

空头的号角而已

特斯拉将Robotaxi发布时间从8月推迟到10月，为给团队更多时间？

05-20

空军操盘手太，转融通推手，成事不足

消息称中国证监会高层本周将与欧洲投资者会面

05-03

不相信就不要投资

GAM投资总监：特斯拉的“全自动驾驶”只是噱头！

03-15

想拿筹码就找理由说风险

TSMC’s 110% Rally Draws Caution, Even From the Bulls

去老虎APP查看更多动态

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Broadcom Inc. could follow up its blockbuster 2024 with another big year of stock gains, according to an analyst who sees the name as his top pick within the chip sector heading into 2025.Jefferies analyst Blayne Curtis is highly upbeat about Broadcom's AVGO ability to see more momentum with its application-specific integrated circuits, which are playing an increasing role in the artificial-intelligence landscape. Broadcom is \"uniquely positioned with AI ASICs rapidly growing in complexity and volumes,\" Curtis explained.Whereas investors once thought ASICs would mostly find use in inference applications, now they're being used more for training. That trend \"benefits the higher-end ASIC partners,\" including Marvell Technology Inc.  and Broadcom.See more: Broadcom is having its own 'Nvidia moment' as stock swells further. Average selling prices can move m","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Why Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     Broadcom's stock bucks Friday's tech-sector declines as a Jefferies analyst highlights rosy pricing and earnings-growth opportunities \n</p>\n<p>\n     Broadcom Inc. could follow up its blockbuster 2024 with another big year of stock gains, according to an analyst who sees the name as his top pick within the chip sector heading into 2025. \n</p>\n<p>\n     Jefferies analyst Blayne Curtis is highly upbeat about Broadcom's AVGO ability to see more momentum with its application-specific integrated circuits, which are playing an increasing role in the artificial-intelligence landscape. Broadcom is \"uniquely positioned with AI ASICs rapidly growing in complexity and volumes,\" Curtis explained. \n</p>\n<p>\n     Whereas investors once thought ASICs would mostly find use in inference applications, now they're being used more for training. That trend \"benefits the higher-end ASIC partners,\" including Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> and Broadcom. \n</p>\n<p>\n     See more: Broadcom is having its own 'Nvidia moment' as stock swells further \n</p>\n<p>\n     Average selling prices can move meaningfully higher as these offerings get more complex, he noted. They currently stand at less than $5,000 but could get to \"tens of thousands of dollars per unit\" on the heels of a dramatic expansion in total compute die area. \n</p>\n<p>\n     Broadcom recently outlined a $60 billion to $90 billion serviceable addressable market in AI for 2027 based on three customers building big clusters, with room for that to grow depending on what two other pre-production customers do. \n</p>\n<p>\n     \"The key point here is the complexity of these ASICs is skyrocketing with the chips pushing the limits of computing area, memory density and connectivity,\" Curtis wrote. \n</p>\n<p>\n     While he models $10.11 in earnings per share for Broadcom in calendar 2027, he sees the potential for that figure to be north of $12 if Broadcom \"can achieve even the low end\" of its serviceable-addressable-market target. \n</p>\n<p>\n     Curtis lifted his price target on Broadcom shares to $300 from $225, with the new target about 37% above Thursday's close of $218.32. He has a buy rating on the stock, which is bucking the technology sector's selloff Friday, up more than 1%. \n</p>\n<p>\n     Don't miss: Nvidia's stock may have lost its luster, but the rest of tech can still shine \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 21, 2024 06:25 ET (11:25 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Why Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside</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\">\nWhy Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-21 19:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Why Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     Broadcom's stock bucks Friday's tech-sector declines as a Jefferies analyst highlights rosy pricing and earnings-growth opportunities \n</p>\n<p>\n     Broadcom Inc. could follow up its blockbuster 2024 with another big year of stock gains, according to an analyst who sees the name as his top pick within the chip sector heading into 2025. \n</p>\n<p>\n     Jefferies analyst Blayne Curtis is highly upbeat about Broadcom's AVGO ability to see more momentum with its application-specific integrated circuits, which are playing an increasing role in the artificial-intelligence landscape. Broadcom is \"uniquely positioned with AI ASICs rapidly growing in complexity and volumes,\" Curtis explained. \n</p>\n<p>\n     Whereas investors once thought ASICs would mostly find use in inference applications, now they're being used more for training. That trend \"benefits the higher-end ASIC partners,\" including Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> and Broadcom. \n</p>\n<p>\n     See more: Broadcom is having its own 'Nvidia moment' as stock swells further \n</p>\n<p>\n     Average selling prices can move meaningfully higher as these offerings get more complex, he noted. They currently stand at less than $5,000 but could get to \"tens of thousands of dollars per unit\" on the heels of a dramatic expansion in total compute die area. \n</p>\n<p>\n     Broadcom recently outlined a $60 billion to $90 billion serviceable addressable market in AI for 2027 based on three customers building big clusters, with room for that to grow depending on what two other pre-production customers do. \n</p>\n<p>\n     \"The key point here is the complexity of these ASICs is skyrocketing with the chips pushing the limits of computing area, memory density and connectivity,\" Curtis wrote. \n</p>\n<p>\n     While he models $10.11 in earnings per share for Broadcom in calendar 2027, he sees the potential for that figure to be north of $12 if Broadcom \"can achieve even the low end\" of its serviceable-addressable-market target. \n</p>\n<p>\n     Curtis lifted his price target on Broadcom shares to $300 from $225, with the new target about 37% above Thursday's close of $218.32. He has a buy rating on the stock, which is bucking the technology sector's selloff Friday, up more than 1%. \n</p>\n<p>\n     Don't miss: Nvidia's stock may have lost its luster, but the rest of tech can still shine \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 21, 2024 06:25 ET (11:25 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Broadcom is \"uniquely positioned with AI ASICs rapidly growing in complexity and volumes,\" Curtis explained. \n\n\n     Whereas investors once thought ASICs would mostly find use in inference applications, now they're being used more for training. That trend \"benefits the higher-end ASIC partners,\" including Marvell Technology Inc. $(MRVL)$ and Broadcom. \n\n\n     See more: Broadcom is having its own 'Nvidia moment' as stock swells further \n\n\n     Average selling prices can move meaningfully higher as these offerings get more complex, he noted. They currently stand at less than $5,000 but could get to \"tens of thousands of dollars per unit\" on the heels of a dramatic expansion in total compute die area. \n\n\n     Broadcom recently outlined a $60 billion to $90 billion serviceable addressable market in AI for 2027 based on three customers building big clusters, with room for that to grow depending on what two other pre-production customers do. \n\n\n     \"The key point here is the complexity of these ASICs is skyrocketing with the chips pushing the limits of computing area, memory density and connectivity,\" Curtis wrote. \n\n\n     While he models $10.11 in earnings per share for Broadcom in calendar 2027, he sees the potential for that figure to be north of $12 if Broadcom \"can achieve even the low end\" of its serviceable-addressable-market target. \n\n\n     Curtis lifted his price target on Broadcom shares to $300 from $225, with the new target about 37% above Thursday's close of $218.32. He has a buy rating on the stock, which is bucking the technology sector's selloff Friday, up more than 1%. \n\n\n     Don't miss: Nvidia's stock may have lost its luster, but the rest of tech can still shine \n\n\n     -Emily Bary \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 21, 2024 06:25 ET (11:25 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382963959685384,"gmtCreate":1734526263788,"gmtModify":1734527187186,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"空头出此垃圾招","listText":"空头出此垃圾招","text":"空头出此垃圾招","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382963959685384","repostId":"1192400524","repostType":2,"repost":{"id":"1192400524","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":1734511087,"share":"https://www.laohu8.com/m/news/1192400524?lang=&edition=full","pubTime":"2024-12-18 16:38","market":"us","language":"zh","title":"《纽约时报》称马斯克因涉密安全问题遭军方审查","url":"https://stock-news.laohu8.com/highlight/detail?id=1192400524","media":"老虎资讯综合","summary":"多次违反旨在保护国家机密的联邦报告协议。","content":"<html><head></head><body><p><em>来源：新华社</em></p><p><em>记者：黄恒</em></p><p>周三，截至发稿，特斯拉盘前跌超2.6%。美国《纽约时报》17日报道称，<strong>太空探索技术公司及其创始人埃隆·马斯克，多次违反旨在保护国家机密的联邦报告协议，包括不提供他与外国领导人会晤的一些细节，招致军方审查。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fea9d7ce61e3e11155c45205ff530c9\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>这篇报道援引大量匿名信源称，美国防部监察长办公室、负责情报和安全的副部长办公室以及美空军，今年已针对马斯克涉密安全问题启动审查。美空军最近拒绝给予马斯克高级别安全访问权限，理由是可能存在安全风险，包括以色列在内的一些国家也表示担心他可能会与其他国家共享敏感数据。</p><p>报道称，太空探索技术公司是美国防部和美国航空航天局的主要承包商之一，而马斯克又在该公司拥有最高机密安全许可，这使他能够了解美国先进军事技术等机密材料。根据政府保密规定，马斯克必须向国防部报告有关其私人生活和国外旅行及其他详细信息，但至少自2021年起，马斯克便没有遵守上述报告要求。</p><p>报道说，美国防部有关人员拒绝公开对此事发表评论或透露信息。</p><p>《纽约时报》并非报道马斯克存在涉密安全问题的唯一媒体。《华尔街日报》16日撰文称，可能存在马斯克无意中对经常与他交谈的外国官员泄露机密的情形，他还涉嫌服用毒品。按照美政府规定，这些都属于涉密人员需报告内容。</p><p>马斯克在社交媒体平台发文说：“深层国家叛徒正利用他们在传统媒体中收买的托儿追捕我。我不想挑起争斗，但我会摆平他们。”</p></body></html>","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>《纽约时报》称马斯克因涉密安全问题遭军方审查</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《纽约时报》称马斯克因涉密安全问题遭军方审查\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\">2024-12-18 16:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>来源：新华社</em></p><p><em>记者：黄恒</em></p><p>周三，截至发稿，特斯拉盘前跌超2.6%。美国《纽约时报》17日报道称，<strong>太空探索技术公司及其创始人埃隆·马斯克，多次违反旨在保护国家机密的联邦报告协议，包括不提供他与外国领导人会晤的一些细节，招致军方审查。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fea9d7ce61e3e11155c45205ff530c9\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>这篇报道援引大量匿名信源称，美国防部监察长办公室、负责情报和安全的副部长办公室以及美空军，今年已针对马斯克涉密安全问题启动审查。美空军最近拒绝给予马斯克高级别安全访问权限，理由是可能存在安全风险，包括以色列在内的一些国家也表示担心他可能会与其他国家共享敏感数据。</p><p>报道称，太空探索技术公司是美国防部和美国航空航天局的主要承包商之一，而马斯克又在该公司拥有最高机密安全许可，这使他能够了解美国先进军事技术等机密材料。根据政府保密规定，马斯克必须向国防部报告有关其私人生活和国外旅行及其他详细信息，但至少自2021年起，马斯克便没有遵守上述报告要求。</p><p>报道说，美国防部有关人员拒绝公开对此事发表评论或透露信息。</p><p>《纽约时报》并非报道马斯克存在涉密安全问题的唯一媒体。《华尔街日报》16日撰文称，可能存在马斯克无意中对经常与他交谈的外国官员泄露机密的情形，他还涉嫌服用毒品。按照美政府规定，这些都属于涉密人员需报告内容。</p><p>马斯克在社交媒体平台发文说：“深层国家叛徒正利用他们在传统媒体中收买的托儿追捕我。我不想挑起争斗，但我会摆平他们。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192400524","content_text":"来源：新华社记者：黄恒周三，截至发稿，特斯拉盘前跌超2.6%。美国《纽约时报》17日报道称，太空探索技术公司及其创始人埃隆·马斯克，多次违反旨在保护国家机密的联邦报告协议，包括不提供他与外国领导人会晤的一些细节，招致军方审查。这篇报道援引大量匿名信源称，美国防部监察长办公室、负责情报和安全的副部长办公室以及美空军，今年已针对马斯克涉密安全问题启动审查。美空军最近拒绝给予马斯克高级别安全访问权限，理由是可能存在安全风险，包括以色列在内的一些国家也表示担心他可能会与其他国家共享敏感数据。报道称，太空探索技术公司是美国防部和美国航空航天局的主要承包商之一，而马斯克又在该公司拥有最高机密安全许可，这使他能够了解美国先进军事技术等机密材料。根据政府保密规定，马斯克必须向国防部报告有关其私人生活和国外旅行及其他详细信息，但至少自2021年起，马斯克便没有遵守上述报告要求。报道说，美国防部有关人员拒绝公开对此事发表评论或透露信息。《纽约时报》并非报道马斯克存在涉密安全问题的唯一媒体。《华尔街日报》16日撰文称，可能存在马斯克无意中对经常与他交谈的外国官员泄露机密的情形，他还涉嫌服用毒品。按照美政府规定，这些都属于涉密人员需报告内容。马斯克在社交媒体平台发文说：“深层国家叛徒正利用他们在传统媒体中收买的托儿追捕我。我不想挑起争斗，但我会摆平他们。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382567770521712,"gmtCreate":1734435396438,"gmtModify":1734435398514,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"不归路","listText":"不归路","text":"不归路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382567770521712","repostId":"382507784126744","repostType":1,"repost":{"id":382507784126744,"gmtCreate":1734416755984,"gmtModify":1734417413536,"author":{"id":"3559952201911889","authorId":"3559952201911889","name":"人人有功练","avatar":"https://static.tigerbbs.com/6e9d535ce8e9a4c683917bac23452d0a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559952201911889","authorIdStr":"3559952201911889"},"themes":[],"htmlText":"<a 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都是幻觉，吓不倒我！！！TSLA做多从未得手，做空从未失手[邪恶]","images":[{"img":"https://static.tigerbbs.com/e02acc4ef4dd9c10a1b867ef6c5bac67","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382507784126744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377646645707184,"gmtCreate":1733235469856,"gmtModify":1733235471895,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"税收后拿多少","listText":"税收后拿多少","text":"税收后拿多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377646645707184","repostId":"2488943898","repostType":2,"repost":{"id":"2488943898","kind":"highlight","pubTimestamp":1733234920,"share":"https://www.laohu8.com/m/news/2488943898?lang=&edition=full","pubTime":"2024-12-03 22:08","market":"us","language":"zh","title":"英特尔前CEO基辛格将获得1200万美元的离职金","url":"https://stock-news.laohu8.com/highlight/detail?id=2488943898","media":"新浪科技","summary":"　　英特尔今日提交给美国证券交易委员会的文件显示，刚刚离职的公司前CEO帕特·基辛格将获得约1200万美元的离职金。　　此外，作为CEO，基辛格还将获得11个月的年度奖金。　　相比之下，基辛格2023年的薪酬总额为1686万美元，较2022年的1161万美元增涨45%。当地时间周一，英特尔宣布基辛格于12月1日正式退休。　　但鉴于技术进步和成本削减缓慢，且竞争对手发展迅速，英特尔的下一任CEO可能会继承比基辛格更艰巨的工作。","content":"<html><body><div>\n<p> 专题：<a href=\"https://laohu8.com/S/INTC\">英特尔</a>CEO宣布退休 任期内股价跌六成</p>\n<p>　　英特尔今日提交给美国证券交易委员会（SEC）的文件显示，刚刚离职的公司前CEO帕特·基辛格（Pat Gelsinger）将获得约1200万美元的离职金。</p>\n<p>　　该文件显示，基辛格离职后，将获得18个月的底薪，总计约190万美元。同时，他还将获得340万美元目标奖金的1.5倍，分18个月支付。</p>\n<p>　　此外，作为CEO，基辛格还将获得11个月的年度奖金。综上所述，这些将使得他的离职奖金总额达到约1200万美元。</p>\n<p>　　相比之下，基辛格2023年的薪酬总额为1686万美元，较2022年的1161万美元增涨45%。</p>\n<p>　　上周末，英特尔董事会给了基辛格一个选择：要么辞职，要么被解雇。知情人士表示，英特尔董事会已经得出结论，基辛格必须离职，因为他的扭亏为盈计划没有足够快地显示出成果。今年，英特尔股价暴跌了50%以上，并被道琼斯工业平均指数除名。</p>\n<p>　　最终，基辛格选择了主动退休。当地时间周一，英特尔宣布基辛格于12月1日正式退休。该消息传出后，英特尔股价在周一上涨5.8%。</p>\n<p>　　基辛格离职后，英特尔任命David Zinsner和Michelle Johnston Holthaus两位高管为临时联席CEO，而正式的CEO人选仍在物色中。</p>\n<p>　　英特尔的这一突变，是这家拥有56年历史的科技公司失宠的最新迹象。英特尔曾经是芯片制造业的主导力量，但近年来将其制造优势让给了竞争对手<a href=\"https://laohu8.com/S/TSM\">台积电</a>。与此同时，英特尔也错过了生成式AI的繁荣，包括放弃了对ChatGPT所有者OpenAI的投资。</p>\n<p>　　分析人士称，基辛格的突然离职，为身陷窘境的英特尔提供了一个新的机会来考虑潜在的交易选项，包括分拆芯片代工业务、出售给<a href=\"https://laohu8.com/S/QCOM\">高通</a>等。</p>\n<p>　　但鉴于技术进步和成本削减缓慢，且竞争对手发展迅速，英特尔的下一任CEO可能会继承比基辛格更艰巨的工作。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：刘明亮 </p>\n</div></body></html>","source":"sina_us","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>英特尔前CEO基辛格将获得1200万美元的离职金</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英特尔前CEO基辛格将获得1200万美元的离职金\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 22:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2024-12-03/doc-incyezvh8167832.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：英特尔CEO宣布退休 任期内股价跌六成\n　　英特尔今日提交给美国证券交易委员会（SEC）的文件显示，刚刚离职的公司前CEO帕特·基辛格（Pat Gelsinger）将获得约1200万美元的离职金。\n　　该文件显示，基辛格离职后，将获得18个月的底薪，总计约190万美元。同时，他还将获得340万美元目标奖金的1.5倍，分18个月支付。\n　　此外，作为CEO，基辛格还将获得11个月的年度奖金。...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2024-12-03/doc-incyezvh8167832.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://n.sinaimg.cn/finance/transform/162/w550h412/20241203/a587-a57dd2d78b339f64c7574782a414613e.jpg","relate_stocks":{"BK4575":"芯片概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4579":"人工智能","BK4515":"5G概念","INTC":"英特尔","BK4535":"淡马锡持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4588":"碎股","BK4512":"苹果概念","BK4141":"半导体产品"},"source_url":"https://finance.sina.com.cn/tech/2024-12-03/doc-incyezvh8167832.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2488943898","content_text":"专题：英特尔CEO宣布退休 任期内股价跌六成\n　　英特尔今日提交给美国证券交易委员会（SEC）的文件显示，刚刚离职的公司前CEO帕特·基辛格（Pat Gelsinger）将获得约1200万美元的离职金。\n　　该文件显示，基辛格离职后，将获得18个月的底薪，总计约190万美元。同时，他还将获得340万美元目标奖金的1.5倍，分18个月支付。\n　　此外，作为CEO，基辛格还将获得11个月的年度奖金。综上所述，这些将使得他的离职奖金总额达到约1200万美元。\n　　相比之下，基辛格2023年的薪酬总额为1686万美元，较2022年的1161万美元增涨45%。\n　　上周末，英特尔董事会给了基辛格一个选择：要么辞职，要么被解雇。知情人士表示，英特尔董事会已经得出结论，基辛格必须离职，因为他的扭亏为盈计划没有足够快地显示出成果。今年，英特尔股价暴跌了50%以上，并被道琼斯工业平均指数除名。\n　　最终，基辛格选择了主动退休。当地时间周一，英特尔宣布基辛格于12月1日正式退休。该消息传出后，英特尔股价在周一上涨5.8%。\n　　基辛格离职后，英特尔任命David Zinsner和Michelle Johnston Holthaus两位高管为临时联席CEO，而正式的CEO人选仍在物色中。\n　　英特尔的这一突变，是这家拥有56年历史的科技公司失宠的最新迹象。英特尔曾经是芯片制造业的主导力量，但近年来将其制造优势让给了竞争对手台积电。与此同时，英特尔也错过了生成式AI的繁荣，包括放弃了对ChatGPT所有者OpenAI的投资。\n　　分析人士称，基辛格的突然离职，为身陷窘境的英特尔提供了一个新的机会来考虑潜在的交易选项，包括分拆芯片代工业务、出售给高通等。\n　　但鉴于技术进步和成本削减缓慢，且竞争对手发展迅速，英特尔的下一任CEO可能会继承比基辛格更艰巨的工作。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377586872123544,"gmtCreate":1733212919872,"gmtModify":1733213115653,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"工人集体罢工议价工资也是应该权利","listText":"工人集体罢工议价工资也是应该权利","text":"工人集体罢工议价工资也是应该权利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377586872123544","repostId":"2488954419","repostType":2,"repost":{"id":"2488954419","kind":"highlight","weMediaInfo":{"introduction":"路透中文","home_visible":1,"media_name":"路透中文","id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1733206266,"share":"https://www.laohu8.com/m/news/2488954419?lang=&edition=full","pubTime":"2024-12-03 14:11","market":"us","language":"zh","title":"陷入“降本”风波的比亚迪获中国官媒力挺，称“议价”供应商无可厚非、理所应当","url":"https://stock-news.laohu8.com/highlight/detail?id=2488954419","media":"路透中文","summary":"对此中国官媒在周二的一篇评论文章中为比亚迪“撑腰”，称采购一方以自身利益最优的方式寻求更好的采购结果，符合行业规则和市场规律，无可厚非。诸如比亚迪这样的产销量连续快速增长的整车企业，以自身销量为依托，在规模化采购中提出降价要求，不仅不是“非分要求”，而恰恰是“合理需求”。比亚迪高管此后发微博承认对供应商提出降价目标，但称目标“非强制要求”，各方可以协商推进。","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>陷入“降本”风波的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>获中国官媒力挺，称“议价”供应商无可厚非、理所应当</title></head><body><p>\n<span>路透北京12月3日</span><span> - </span>中国电动汽车制造巨头--比亚迪<span>002594.SZ</span><span>1211.HK</span>近日因对供应商提出降价目标而陷入热议。对此中国官媒在周二的一篇评论文章中为比亚迪“撑腰”，称采购一方以自身利益最优的方式寻求更好的采购结果，符合行业规则和市场规律，无可厚非。</p><p><a href=\"https://laohu8.com/S/603000\">人民网</a>在题为“比亚迪‘议价’供应商，理所应当”的文章中指出，因为竞争激烈，整车企业相对于零部件供应商处于“买方”地位，占据议价谈判优势。诸如比亚迪这样的产销量连续快速增长的整车企业，以自身销量为依托，在规模化采购中提出降价要求，不仅不是“非分要求”，而恰恰是“合理需求”。</p><p>文章提到，过去一段时间，汽车关键零部件几乎全部掌握在少数企业手里，价格一直居高不下；整车企业主动展开降价协商，才能避免陷入到为零部件企业“打工”的境地。从供应链到最终产品，降价的最终受益对象肯定是消费者。</p><p>“整车企业致力于优化供应链、系统性降本增效，契合新质生产力属性要求，可以说是中国制造做大做强、提升自身竞争力的题中应有之义。”文章并称。</p><p>上周一封标题为“2025年比亚迪乘用车降本要求”的电子邮件截图开始在社交媒体<span>流传</span>；邮件内容显示比亚迪向供应链伙伴提出降价要求，部分供货产品的降价幅度为10%。</p><p>比亚迪高管此后发<a href=\"https://laohu8.com/S/WB\">微博</a>承认对供应商提出降价目标，但称目标“非强制要求”，各方可以协商推进。中国官媒--中国证券报则引述一家供应商对比亚迪信件的回复称，已收到比亚迪要求供应商2025年进一步降本10%的通知，但对此表示“强烈不满和严正抗议”。</p><p>比亚迪在华主要对手--<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a><span>TSLA.O</span>的副总裁陶琳上周四在其个人<span>微博</span>发文称，与供应商伙伴“同生共赢”，通过技术革新来增效降本，企业才能走得更远，行业才能更繁荣，消费者才能持续得到最棒的产品。（完）</p><p> (发稿 王臻臻；审校 林高丽)</p><p> ((Jenny.Wang@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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陷入“降本”风波的比亚迪获中国官媒力挺，称“议价”供应商无可厚非、理所应当\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time\">2024-12-03 14:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>陷入“降本”风波的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>获中国官媒力挺，称“议价”供应商无可厚非、理所应当</title></head><body><p>\n<span>路透北京12月3日</span><span> - </span>中国电动汽车制造巨头--比亚迪<span>002594.SZ</span><span>1211.HK</span>近日因对供应商提出降价目标而陷入热议。对此中国官媒在周二的一篇评论文章中为比亚迪“撑腰”，称采购一方以自身利益最优的方式寻求更好的采购结果，符合行业规则和市场规律，无可厚非。</p><p><a href=\"https://laohu8.com/S/603000\">人民网</a>在题为“比亚迪‘议价’供应商，理所应当”的文章中指出，因为竞争激烈，整车企业相对于零部件供应商处于“买方”地位，占据议价谈判优势。诸如比亚迪这样的产销量连续快速增长的整车企业，以自身销量为依托，在规模化采购中提出降价要求，不仅不是“非分要求”，而恰恰是“合理需求”。</p><p>文章提到，过去一段时间，汽车关键零部件几乎全部掌握在少数企业手里，价格一直居高不下；整车企业主动展开降价协商，才能避免陷入到为零部件企业“打工”的境地。从供应链到最终产品，降价的最终受益对象肯定是消费者。</p><p>“整车企业致力于优化供应链、系统性降本增效，契合新质生产力属性要求，可以说是中国制造做大做强、提升自身竞争力的题中应有之义。”文章并称。</p><p>上周一封标题为“2025年比亚迪乘用车降本要求”的电子邮件截图开始在社交媒体<span>流传</span>；邮件内容显示比亚迪向供应链伙伴提出降价要求，部分供货产品的降价幅度为10%。</p><p>比亚迪高管此后发<a href=\"https://laohu8.com/S/WB\">微博</a>承认对供应商提出降价目标，但称目标“非强制要求”，各方可以协商推进。中国官媒--中国证券报则引述一家供应商对比亚迪信件的回复称，已收到比亚迪要求供应商2025年进一步降本10%的通知，但对此表示“强烈不满和严正抗议”。</p><p>比亚迪在华主要对手--<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a><span>TSLA.O</span>的副总裁陶琳上周四在其个人<span>微博</span>发文称，与供应商伙伴“同生共赢”，通过技术革新来增效降本，企业才能走得更远，行业才能更繁荣，消费者才能持续得到最棒的产品。（完）</p><p> (发稿 王臻臻；审校 林高丽)</p><p> ((Jenny.Wang@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","603000":"人民网","LU2153592121.USD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc USD","BYDDY":"比亚迪ADR","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK0070":"员工持股","BK1119":"汽车制造商","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK1522":"燃料电池","BK4574":"无人驾驶","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK4551":"寇图资本持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" 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中国电动汽车制造巨头--比亚迪002594.SZ1211.HK近日因对供应商提出降价目标而陷入热议。对此中国官媒在周二的一篇评论文章中为比亚迪“撑腰”，称采购一方以自身利益最优的方式寻求更好的采购结果，符合行业规则和市场规律，无可厚非。人民网在题为“比亚迪‘议价’供应商，理所应当”的文章中指出，因为竞争激烈，整车企业相对于零部件供应商处于“买方”地位，占据议价谈判优势。诸如比亚迪这样的产销量连续快速增长的整车企业，以自身销量为依托，在规模化采购中提出降价要求，不仅不是“非分要求”，而恰恰是“合理需求”。文章提到，过去一段时间，汽车关键零部件几乎全部掌握在少数企业手里，价格一直居高不下；整车企业主动展开降价协商，才能避免陷入到为零部件企业“打工”的境地。从供应链到最终产品，降价的最终受益对象肯定是消费者。“整车企业致力于优化供应链、系统性降本增效，契合新质生产力属性要求，可以说是中国制造做大做强、提升自身竞争力的题中应有之义。”文章并称。上周一封标题为“2025年比亚迪乘用车降本要求”的电子邮件截图开始在社交媒体流传；邮件内容显示比亚迪向供应链伙伴提出降价要求，部分供货产品的降价幅度为10%。比亚迪高管此后发微博承认对供应商提出降价目标，但称目标“非强制要求”，各方可以协商推进。中国官媒--中国证券报则引述一家供应商对比亚迪信件的回复称，已收到比亚迪要求供应商2025年进一步降本10%的通知，但对此表示“强烈不满和严正抗议”。比亚迪在华主要对手--特斯拉TSLA.O的副总裁陶琳上周四在其个人微博发文称，与供应商伙伴“同生共赢”，通过技术革新来增效降本，企业才能走得更远，行业才能更繁荣，消费者才能持续得到最棒的产品。（完） (发稿 王臻臻；审校 林高丽) ((Jenny.Wang@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376925504213392,"gmtCreate":1733065008870,"gmtModify":1733065011483,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"业务模式投机性，不可持续","listText":"业务模式投机性，不可持续","text":"业务模式投机性，不可持续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376925504213392","repostId":"2487985576","repostType":4,"repost":{"id":"2487985576","kind":"news","pubTimestamp":1733010010,"share":"https://www.laohu8.com/m/news/2487985576?lang=&edition=full","pubTime":"2024-12-01 07:40","market":"us","language":"zh","title":"资本市场的“史诗级奇观”：MSTR，25年前曾从333暴跌至0.42","url":"https://stock-news.laohu8.com/highlight/detail?id=2487985576","media":"华尔街见闻","summary":"尽管MicroStrategy的核心业务——软件销售——已经出现了财务困境，甚至逐渐萎缩，但公司的股价仍然上涨了450%以上。市值也一度飙升至900亿美元，其中近370亿美元来自比特币储备的价值。","content":"<html><head></head><body><blockquote><p>尽管MicroStrategy的核心业务——软件销售——已经出现了财务困境，甚至逐渐萎缩，但公司的股价仍然上涨了450%以上。市值也一度飙升至900亿美元，其中近370亿美元来自比特币储备的价值。</p></blockquote><p style=\"text-align: justify;\">MicroStrategy（MSTR），一度被视为互联网泡沫中的典型代表，如今却成为资本市场的一大“史诗级奇观”。</p><p style=\"text-align: justify;\">现如今，公司是全球最大的比特币企业持有者，拥有近2%的全球比特币储备。</p><p style=\"text-align: justify;\">然而，公司在二十多年前似乎“并不光彩”。2000年，随着公司承认虚报财务数据，股价从333美元跌至0.42美元，并且面临美国证券交易委员会的调查，最终支付巨额罚款。</p><p style=\"text-align: justify;\">时至今日，MicroStrategy的股东们再次面临一个令人矛盾的局面。公司已经在比特币的涨势中获得了巨大的回报，但这种依赖于比特币价格不断上涨的模式究竟能持续多久？</p><h2 id=\"id_2274340827\">“永不满足”的比特币收购者</h2><p style=\"text-align: justify;\">二十年前，MicroStrategy原本是一家软件公司。凭借超级碗广告和高飞的股价，一度成为资本市场的宠儿。MicroStrategy联合创始人Michael Saylor放出豪言：</p><blockquote><p style=\"text-align: justify;\">“我们的软件将变得无处不在、不可或缺，如果它停止工作，就会引发骚乱。”</p></blockquote><p style=\"text-align: justify;\">然而，<strong>2000年，随着公司承认虚报财务数据，股价从333美元跌至0.42美元，并且面临美国证券交易委员会（SEC）的调查。</strong>Saylor和两名同事后来与SEC达成和解，支付巨额罚款和非法所得。尽管两人没有承认这些指控。</p><p style=\"text-align: justify;\"><strong>自2020年8月以来，MicroStrategy“摇身一变”成为全球最大的比特币企业持有者，公司股价飙升了约28倍。</strong>过去两年中，MicroStrategy通过不断发行股票和可转换债券筹集资金，用于购买比特币。截至目前，公司已经拥有近2%的全球比特币储备。</p><p style=\"text-align: justify;\">根据公司最新宣布的“21/21计划”，MicroStrategy计划筹集420亿美元，其中一半将通过股票出售，另一半则通过债务融资，继续加码比特币投资。Saylor此前曾大胆预测：比特币到2045年将涨至1300万美元。</p><p style=\"text-align: justify;\"><strong>尽管MicroStrategy的核心业务——软件销售——已经出现了财务困境，甚至逐渐萎缩，但公司的股价仍然上涨了450%以上。</strong>市值也一度飙升至900亿美元，其中近370亿美元来自比特币储备的价值。</p><p style=\"text-align: justify;\">MicroStrategy早已不再是单纯的软件公司，而是一个“永不满足”的比特币收购者。</p><p style=\"text-align: justify;\">时至今日，MicroStrategy的股东们再次面临一个令人矛盾的局面。公司已经在比特币的涨势中获得了巨大的回报，但这种依赖于比特币价格不断上涨的模式究竟能持续多久？</p><p style=\"text-align: justify;\"><strong>如果比特币价格出现大幅波动，或者美国监管机构对比特币的法律地位进行重新审视，MicroStrategy的股价和资本结构将会受到巨大冲击。</strong></p></body></html>","source":"wallstreetcn_hot_news","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>资本市场的“史诗级奇观”：MSTR，25年前曾从333暴跌至0.42</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资本市场的“史诗级奇观”：MSTR，25年前曾从333暴跌至0.42\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-01 07:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3735765><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管MicroStrategy的核心业务——软件销售——已经出现了财务困境，甚至逐渐萎缩，但公司的股价仍然上涨了450%以上。市值也一度飙升至900亿美元，其中近370亿美元来自比特币储备的价值。MicroStrategy（MSTR），一度被视为互联网泡沫中的典型代表，如今却成为资本市场的一大“史诗级奇观”。现如今，公司是全球最大的比特币企业持有者，拥有近2%的全球比特币储备。然而，公司在二十多年...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3735765\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c86b52109a7ff5968cec102dad276bed","relate_stocks":{"MSTR":"MicroStrategy","BK4600":"加密货币概念","BK4585":"ETF&股票定投概念","BK4516":"特朗普概念","BK4595":"比特币概念","BK4596":"哈里斯概念","BK4588":"碎股","BK4023":"应用软件"},"source_url":"https://wallstreetcn.com/articles/3735765","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2487985576","content_text":"尽管MicroStrategy的核心业务——软件销售——已经出现了财务困境，甚至逐渐萎缩，但公司的股价仍然上涨了450%以上。市值也一度飙升至900亿美元，其中近370亿美元来自比特币储备的价值。MicroStrategy（MSTR），一度被视为互联网泡沫中的典型代表，如今却成为资本市场的一大“史诗级奇观”。现如今，公司是全球最大的比特币企业持有者，拥有近2%的全球比特币储备。然而，公司在二十多年前似乎“并不光彩”。2000年，随着公司承认虚报财务数据，股价从333美元跌至0.42美元，并且面临美国证券交易委员会的调查，最终支付巨额罚款。时至今日，MicroStrategy的股东们再次面临一个令人矛盾的局面。公司已经在比特币的涨势中获得了巨大的回报，但这种依赖于比特币价格不断上涨的模式究竟能持续多久？“永不满足”的比特币收购者二十年前，MicroStrategy原本是一家软件公司。凭借超级碗广告和高飞的股价，一度成为资本市场的宠儿。MicroStrategy联合创始人Michael Saylor放出豪言：“我们的软件将变得无处不在、不可或缺，如果它停止工作，就会引发骚乱。”然而，2000年，随着公司承认虚报财务数据，股价从333美元跌至0.42美元，并且面临美国证券交易委员会（SEC）的调查。Saylor和两名同事后来与SEC达成和解，支付巨额罚款和非法所得。尽管两人没有承认这些指控。自2020年8月以来，MicroStrategy“摇身一变”成为全球最大的比特币企业持有者，公司股价飙升了约28倍。过去两年中，MicroStrategy通过不断发行股票和可转换债券筹集资金，用于购买比特币。截至目前，公司已经拥有近2%的全球比特币储备。根据公司最新宣布的“21/21计划”，MicroStrategy计划筹集420亿美元，其中一半将通过股票出售，另一半则通过债务融资，继续加码比特币投资。Saylor此前曾大胆预测：比特币到2045年将涨至1300万美元。尽管MicroStrategy的核心业务——软件销售——已经出现了财务困境，甚至逐渐萎缩，但公司的股价仍然上涨了450%以上。市值也一度飙升至900亿美元，其中近370亿美元来自比特币储备的价值。MicroStrategy早已不再是单纯的软件公司，而是一个“永不满足”的比特币收购者。时至今日，MicroStrategy的股东们再次面临一个令人矛盾的局面。公司已经在比特币的涨势中获得了巨大的回报，但这种依赖于比特币价格不断上涨的模式究竟能持续多久？如果比特币价格出现大幅波动，或者美国监管机构对比特币的法律地位进行重新审视，MicroStrategy的股价和资本结构将会受到巨大冲击。","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373160577065408,"gmtCreate":1732149236742,"gmtModify":1732149238628,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$&nbsp;</a> 季报收入超预期，年度展望超预期，并购datavolo ,与anthropic合作大模型，多重利好催化股价爆发","listText":"<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$&nbsp;</a> 季报收入超预期，年度展望超预期，并购datavolo ,与anthropic合作大模型，多重利好催化股价爆发","text":"$Snowflake(SNOW)$ 季报收入超预期，年度展望超预期，并购datavolo ,与anthropic合作大模型，多重利好催化股价爆发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373160577065408","isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372526502666592,"gmtCreate":1731988513968,"gmtModify":1731988516018,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"Mask不一样的是，不是寄生虫，而是力量","listText":"Mask不一样的是，不是寄生虫，而是力量","text":"Mask不一样的是，不是寄生虫，而是力量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372526502666592","repostId":"2484805859","repostType":2,"repost":{"id":"2484805859","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1731984501,"share":"https://www.laohu8.com/m/news/2484805859?lang=&edition=full","pubTime":"2024-11-19 10:48","market":"us","language":"zh","title":"特斯拉涨超5%，市值大增4100亿元！特朗普媒体飙升16%，这只股大涨超160%","url":"https://stock-news.laohu8.com/highlight/detail?id=2484805859","media":"Wind万得","summary":"大型科技股多数上涨，特斯拉涨超5%。特朗普媒体科技涨超16%，美股BKKT大涨超162%。爱奇艺跌超2%，陆金所控股跌超1%。据其最新披露的财报，第三季度实现营收1.28亿元，同比增长347.8%，环比增长25.6%，超出市场预期；第三季度调整后净利润1570万元，环比增长1262%。预计四季度营收1.35亿元，同比增长138.5%；预计2024年总营收4.27亿元，同比增长263.5%。利好来袭，特斯拉涨超5%美东时间周一，特斯拉涨超5%，市值一夜大增578.44亿美元。","content":"<html><head></head><body><p>美东时间周一，美股三大指数涨跌不一，美股仅道指跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/878b643740a4a10642b1afc6d2af699c\" tg-width=\"828\" tg-height=\"462\"/></p><p>大型科技股多数上涨，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超5%。特朗普媒体科技涨超16%，美股BKKT大涨超162%。</p><p>美银美林在最新的报告中指出，尽管目前美股并未出现熊市迹象，但可能改变局势的信号值得警惕，其中包括，飙升的美债收益率，美股的上涨可能在美债收益率升至5%时走向崩溃。</p><p>纳斯达克中国金龙指数收涨1.71%，热门中概股多数上涨，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超4%。</p><p>消息面上，<a href=\"https://laohu8.com/S/GS\">高盛</a>11月18日发布的2025年展望报告预计，MSCI中国指数和沪深300指数在2025年将分别上涨15%和13%，主要得益于每股盈利增长和适度的估值增长。从行业来看，高盛主张将消费板块纳入投资组合，并上调医疗保健和券商板块评级。</p><p>商品方面，国际原油期货结算价大幅收涨3%。WTI 12月原油期货收涨2.14美元，涨幅3.19%，报69.16美元/桶。布伦特1月原油期货收涨2.26美元，涨幅3.18%，报73.3美元/桶。消息称挪威最大油田Sverdrup的石油生产暂时停止。</p><p>美股三大指数涨跌不一</p><p>美东时间周一，美股三大指数收盘涨跌不一，纳指涨0.6%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数涨0.39%，道指跌0.13%。大型科技股多数上涨，特斯拉涨超5%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>涨超2%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等涨超1%，Meta、<a href=\"https://laohu8.com/S/MSFT\">微软</a>小幅上涨；<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>小幅下跌，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超1%，日前有报道称，英伟达的新一代Blackwell AI芯片被曝存在过热问题，这导致谷歌、微软、Meta等英伟达的主要客户担心，他们将没有足够的时间来部署和启动新的数据中心。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0363f8fcfbcd31a75640b102eb6d7347\" tg-width=\"828\" tg-height=\"1526\"/></p><p>此外，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>高开高走，收涨近16%。该公司计划在本周一向纳斯达克提交合规计划，以维持其股票市场交易资格。危机的源头始于今年8月，知名做空机构Hindenburg Research质疑超微电脑财务问题，随后超微电脑即宣布需要推迟提交年度报告。10月份公司的审计机构Ernst&amp;Young LLP（安永）宣布辞职，问题进一步加剧。安永表示，其对超微电脑的治理与透明度存在担忧。11月13日，公司再次推迟了截至2024年9月30日的季度财报，并承认截至2025财年第一季度的报告可能也会延期。</p><p><strong>特朗普媒体科技涨超16%，美股BKKT大涨超162%。据报道，特朗普旗下的社交媒体公司正就收购<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>旗下的加密货币交易平台Bakkt进行深入谈判。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c852ea64f2def05fb6fe02ad9d282f69\" tg-width=\"828\" tg-height=\"903\"/></p><p>纳斯达克中国金龙指数收涨1.71%，热门中概股多数上涨，哔哩哔哩涨超4%，蔚来涨近4%，<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超1%。爱奇艺跌超2%，陆金所控股跌超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3db432fc7ac00e1c90156eadbfca3725\" tg-width=\"828\" tg-height=\"1521\"/></p><p>ETF中，富时中国3倍做多ETF（YINN）收涨5.35%，“中国龙”（DRAG）涨3.07%，中概互联网指数ETF（KWEB）收涨1.92%，中国科技指数ETF（CQQQ）则收跌0.12%。</p><p>值得一提的是，低空经济eVTOL概念股—亿航智能股价大幅飙涨，盘中一度大涨超10%，但随后涨幅迅速收窄，收盘跌7.01%。</p><p>据其最新披露的财报，第三季度实现营收1.28亿元，同比增长347.8%，环比增长25.6%，超出市场预期；第三季度调整后净利润1570万元，环比增长1262%。</p><p>亿航智能的营收增长主要得益于EH216-S eVTOL产品需求和交付量的持续增长，第三季度共计交付63架EH216-S。</p><p>亿航智能预计首张OC将在今年年底前获批。预计四季度营收1.35亿元，同比增长138.5%；预计2024年总营收4.27亿元，同比增长263.5%。</p><p>另外，中国航空运输协会通航业务部、无人机工作委员会主任孙卫国在2024国际电动航空（昆山）论坛上透露，中央空管委即将在六个城市开展eVTOL试点，初步确定为合肥、杭州、深圳、苏州、成都、重庆。</p><p>利好来袭，特斯拉涨超5%</p><p>美东时间周一，<strong>特斯拉涨超5%，市值一夜大增578.44亿美元（约合人民币4176亿元）。</strong></p><p>消息面上，特朗普团队正以马斯克的关键议程优先，有报道称对特斯拉无人驾驶业务造成重大阻碍的联邦法规或将放宽，马斯克将直接受益。</p><p>周一，据央视新闻报道，彭博社援引知情人士透露，美国当选总统特朗普的团队计划将“构建完全自动驾驶汽车的联邦框架”作为美国运输部的优先事项之一。</p><p>如果新的法规能让完全无人驾驶汽车成为可能，那么特斯拉首席执行官马斯克将直接受益，他把特斯拉的未来押在自动驾驶和人工智能技术方面。</p><p>特斯拉正在计划大规模部署无方向盘或脚踏板的汽车，马斯克10月份宣布计划从2026年开始量产Robotaxi。</p><p>然而，目前的联邦法规对特斯拉的计划形成重大阻碍，包括限制其部署的上限。马斯克在特斯拉三季度电话会上表示，将利用在美国政府的潜在职位，推动一种更精简的监管方式，批准在全美范围内使用全自动驾驶汽车。</p><p>美联储12月将暂停降息？</p><p>野村证券分析师最新表示，预计美联储将在12月的政策会议上暂停降息，这将使其成为在特朗普赢得大选后第一家暗示美联储将暂停降息的全球性券商。</p><p>野村证券目前预计，到了明年，美联储只会在3月和6月的会议上再降息两次，每次25个基点。该券商对美联储在明年之前的联邦基金利率预测保持在4.125%不变。</p><p>不过，包括高盛和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>在内的其他投行仍预计，美联储下个月将降息25个基点。</p><p>美银美林在最新的研报中指出，尽管目前美股并未出现熊市迹象，但可能改变局势的信号值得警惕，其中包括，飙升的美债收益率。</p><p>美银美林表示，当10年期美债收益率升超5%，投资者将转向债市，华尔街对股票的配置通常将下降，这将对美股市场的上涨构成限制。</p><p>值得注意的是，自今年9月中旬以来，<a href=\"https://laohu8.com/S/US10Y.BOND\">美国10年期国债收益率</a>持续攀升约80个基点，现报4.463%，债券飙涨的收益率似乎已经开始给美股带来压力。美股的上涨可能在美债收益率升至5%时走向崩溃。</p><p>美银美林预测，2025年标普500指数每股盈利（EPS）将增长13%，达到275美元。预计在“特朗普2.0”政策下，减税、放松监管和产业回流将推动股市的周期性增长。但特朗普的关税和移民政策可能带来潜在风险。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉涨超5%，市值大增4100亿元！特朗普媒体飙升16%，这只股大涨超160%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉涨超5%，市值大增4100亿元！特朗普媒体飙升16%，这只股大涨超160%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2024-11-19 10:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美东时间周一，美股三大指数涨跌不一，美股仅道指跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/878b643740a4a10642b1afc6d2af699c\" tg-width=\"828\" tg-height=\"462\"/></p><p>大型科技股多数上涨，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超5%。特朗普媒体科技涨超16%，美股BKKT大涨超162%。</p><p>美银美林在最新的报告中指出，尽管目前美股并未出现熊市迹象，但可能改变局势的信号值得警惕，其中包括，飙升的美债收益率，美股的上涨可能在美债收益率升至5%时走向崩溃。</p><p>纳斯达克中国金龙指数收涨1.71%，热门中概股多数上涨，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超4%。</p><p>消息面上，<a href=\"https://laohu8.com/S/GS\">高盛</a>11月18日发布的2025年展望报告预计，MSCI中国指数和沪深300指数在2025年将分别上涨15%和13%，主要得益于每股盈利增长和适度的估值增长。从行业来看，高盛主张将消费板块纳入投资组合，并上调医疗保健和券商板块评级。</p><p>商品方面，国际原油期货结算价大幅收涨3%。WTI 12月原油期货收涨2.14美元，涨幅3.19%，报69.16美元/桶。布伦特1月原油期货收涨2.26美元，涨幅3.18%，报73.3美元/桶。消息称挪威最大油田Sverdrup的石油生产暂时停止。</p><p>美股三大指数涨跌不一</p><p>美东时间周一，美股三大指数收盘涨跌不一，纳指涨0.6%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数涨0.39%，道指跌0.13%。大型科技股多数上涨，特斯拉涨超5%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>涨超2%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等涨超1%，Meta、<a href=\"https://laohu8.com/S/MSFT\">微软</a>小幅上涨；<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>小幅下跌，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超1%，日前有报道称，英伟达的新一代Blackwell AI芯片被曝存在过热问题，这导致谷歌、微软、Meta等英伟达的主要客户担心，他们将没有足够的时间来部署和启动新的数据中心。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0363f8fcfbcd31a75640b102eb6d7347\" tg-width=\"828\" tg-height=\"1526\"/></p><p>此外，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>高开高走，收涨近16%。该公司计划在本周一向纳斯达克提交合规计划，以维持其股票市场交易资格。危机的源头始于今年8月，知名做空机构Hindenburg Research质疑超微电脑财务问题，随后超微电脑即宣布需要推迟提交年度报告。10月份公司的审计机构Ernst&amp;Young LLP（安永）宣布辞职，问题进一步加剧。安永表示，其对超微电脑的治理与透明度存在担忧。11月13日，公司再次推迟了截至2024年9月30日的季度财报，并承认截至2025财年第一季度的报告可能也会延期。</p><p><strong>特朗普媒体科技涨超16%，美股BKKT大涨超162%。据报道，特朗普旗下的社交媒体公司正就收购<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>旗下的加密货币交易平台Bakkt进行深入谈判。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c852ea64f2def05fb6fe02ad9d282f69\" tg-width=\"828\" tg-height=\"903\"/></p><p>纳斯达克中国金龙指数收涨1.71%，热门中概股多数上涨，哔哩哔哩涨超4%，蔚来涨近4%，<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超1%。爱奇艺跌超2%，陆金所控股跌超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3db432fc7ac00e1c90156eadbfca3725\" tg-width=\"828\" tg-height=\"1521\"/></p><p>ETF中，富时中国3倍做多ETF（YINN）收涨5.35%，“中国龙”（DRAG）涨3.07%，中概互联网指数ETF（KWEB）收涨1.92%，中国科技指数ETF（CQQQ）则收跌0.12%。</p><p>值得一提的是，低空经济eVTOL概念股—亿航智能股价大幅飙涨，盘中一度大涨超10%，但随后涨幅迅速收窄，收盘跌7.01%。</p><p>据其最新披露的财报，第三季度实现营收1.28亿元，同比增长347.8%，环比增长25.6%，超出市场预期；第三季度调整后净利润1570万元，环比增长1262%。</p><p>亿航智能的营收增长主要得益于EH216-S eVTOL产品需求和交付量的持续增长，第三季度共计交付63架EH216-S。</p><p>亿航智能预计首张OC将在今年年底前获批。预计四季度营收1.35亿元，同比增长138.5%；预计2024年总营收4.27亿元，同比增长263.5%。</p><p>另外，中国航空运输协会通航业务部、无人机工作委员会主任孙卫国在2024国际电动航空（昆山）论坛上透露，中央空管委即将在六个城市开展eVTOL试点，初步确定为合肥、杭州、深圳、苏州、成都、重庆。</p><p>利好来袭，特斯拉涨超5%</p><p>美东时间周一，<strong>特斯拉涨超5%，市值一夜大增578.44亿美元（约合人民币4176亿元）。</strong></p><p>消息面上，特朗普团队正以马斯克的关键议程优先，有报道称对特斯拉无人驾驶业务造成重大阻碍的联邦法规或将放宽，马斯克将直接受益。</p><p>周一，据央视新闻报道，彭博社援引知情人士透露，美国当选总统特朗普的团队计划将“构建完全自动驾驶汽车的联邦框架”作为美国运输部的优先事项之一。</p><p>如果新的法规能让完全无人驾驶汽车成为可能，那么特斯拉首席执行官马斯克将直接受益，他把特斯拉的未来押在自动驾驶和人工智能技术方面。</p><p>特斯拉正在计划大规模部署无方向盘或脚踏板的汽车，马斯克10月份宣布计划从2026年开始量产Robotaxi。</p><p>然而，目前的联邦法规对特斯拉的计划形成重大阻碍，包括限制其部署的上限。马斯克在特斯拉三季度电话会上表示，将利用在美国政府的潜在职位，推动一种更精简的监管方式，批准在全美范围内使用全自动驾驶汽车。</p><p>美联储12月将暂停降息？</p><p>野村证券分析师最新表示，预计美联储将在12月的政策会议上暂停降息，这将使其成为在特朗普赢得大选后第一家暗示美联储将暂停降息的全球性券商。</p><p>野村证券目前预计，到了明年，美联储只会在3月和6月的会议上再降息两次，每次25个基点。该券商对美联储在明年之前的联邦基金利率预测保持在4.125%不变。</p><p>不过，包括高盛和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>在内的其他投行仍预计，美联储下个月将降息25个基点。</p><p>美银美林在最新的研报中指出，尽管目前美股并未出现熊市迹象，但可能改变局势的信号值得警惕，其中包括，飙升的美债收益率。</p><p>美银美林表示，当10年期美债收益率升超5%，投资者将转向债市，华尔街对股票的配置通常将下降，这将对美股市场的上涨构成限制。</p><p>值得注意的是，自今年9月中旬以来，<a href=\"https://laohu8.com/S/US10Y.BOND\">美国10年期国债收益率</a>持续攀升约80个基点，现报4.463%，债券飙涨的收益率似乎已经开始给美股带来压力。美股的上涨可能在美债收益率升至5%时走向崩溃。</p><p>美银美林预测，2025年标普500指数每股盈利（EPS）将增长13%，达到275美元。预计在“特朗普2.0”政策下，减税、放松监管和产业回流将推动股市的周期性增长。但特朗普的关税和移民政策可能带来潜在风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{"BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SDOW":"道指三倍做空ETF-ProShares","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","DXD":"道指两倍做空ETF","BK4527":"明星科技股","LU2063271972.USD":"富兰克林创新领域基金",".DJI":"道琼斯","BK4550":"红杉资本持仓","BK4588":"碎股","LU0823414478.USD":"法巴经典能源转换基金","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4534":"瑞士信贷持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","UDOW":"道指三倍做多ETF-ProShares","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","DDM":"道指两倍做多ETF","BK4581":"高盛持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","DOG":"道指反向ETF","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","DJX":"1/100道琼斯","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4516":"特朗普概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241119062510a243f043&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484805859","content_text":"美东时间周一，美股三大指数涨跌不一，美股仅道指跌。大型科技股多数上涨，特斯拉涨超5%。特朗普媒体科技涨超16%，美股BKKT大涨超162%。美银美林在最新的报告中指出，尽管目前美股并未出现熊市迹象，但可能改变局势的信号值得警惕，其中包括，飙升的美债收益率，美股的上涨可能在美债收益率升至5%时走向崩溃。纳斯达克中国金龙指数收涨1.71%，热门中概股多数上涨，哔哩哔哩涨超4%。消息面上，高盛11月18日发布的2025年展望报告预计，MSCI中国指数和沪深300指数在2025年将分别上涨15%和13%，主要得益于每股盈利增长和适度的估值增长。从行业来看，高盛主张将消费板块纳入投资组合，并上调医疗保健和券商板块评级。商品方面，国际原油期货结算价大幅收涨3%。WTI 12月原油期货收涨2.14美元，涨幅3.19%，报69.16美元/桶。布伦特1月原油期货收涨2.26美元，涨幅3.18%，报73.3美元/桶。消息称挪威最大油田Sverdrup的石油生产暂时停止。美股三大指数涨跌不一美东时间周一，美股三大指数收盘涨跌不一，纳指涨0.6%，标普500指数涨0.39%，道指跌0.13%。大型科技股多数上涨，特斯拉涨超5%，英特尔、奈飞涨超2%，谷歌、苹果等涨超1%，Meta、微软小幅上涨；亚马逊小幅下跌，英伟达跌超1%，日前有报道称，英伟达的新一代Blackwell AI芯片被曝存在过热问题，这导致谷歌、微软、Meta等英伟达的主要客户担心，他们将没有足够的时间来部署和启动新的数据中心。此外，超微电脑高开高走，收涨近16%。该公司计划在本周一向纳斯达克提交合规计划，以维持其股票市场交易资格。危机的源头始于今年8月，知名做空机构Hindenburg Research质疑超微电脑财务问题，随后超微电脑即宣布需要推迟提交年度报告。10月份公司的审计机构Ernst&Young LLP（安永）宣布辞职，问题进一步加剧。安永表示，其对超微电脑的治理与透明度存在担忧。11月13日，公司再次推迟了截至2024年9月30日的季度财报，并承认截至2025财年第一季度的报告可能也会延期。特朗普媒体科技涨超16%，美股BKKT大涨超162%。据报道，特朗普旗下的社交媒体公司正就收购洲际交易所旗下的加密货币交易平台Bakkt进行深入谈判。纳斯达克中国金龙指数收涨1.71%，热门中概股多数上涨，哔哩哔哩涨超4%，蔚来涨近4%，名创优品、小鹏汽车涨超2%，理想汽车涨超1%。爱奇艺跌超2%，陆金所控股跌超1%。ETF中，富时中国3倍做多ETF（YINN）收涨5.35%，“中国龙”（DRAG）涨3.07%，中概互联网指数ETF（KWEB）收涨1.92%，中国科技指数ETF（CQQQ）则收跌0.12%。值得一提的是，低空经济eVTOL概念股—亿航智能股价大幅飙涨，盘中一度大涨超10%，但随后涨幅迅速收窄，收盘跌7.01%。据其最新披露的财报，第三季度实现营收1.28亿元，同比增长347.8%，环比增长25.6%，超出市场预期；第三季度调整后净利润1570万元，环比增长1262%。亿航智能的营收增长主要得益于EH216-S eVTOL产品需求和交付量的持续增长，第三季度共计交付63架EH216-S。亿航智能预计首张OC将在今年年底前获批。预计四季度营收1.35亿元，同比增长138.5%；预计2024年总营收4.27亿元，同比增长263.5%。另外，中国航空运输协会通航业务部、无人机工作委员会主任孙卫国在2024国际电动航空（昆山）论坛上透露，中央空管委即将在六个城市开展eVTOL试点，初步确定为合肥、杭州、深圳、苏州、成都、重庆。利好来袭，特斯拉涨超5%美东时间周一，特斯拉涨超5%，市值一夜大增578.44亿美元（约合人民币4176亿元）。消息面上，特朗普团队正以马斯克的关键议程优先，有报道称对特斯拉无人驾驶业务造成重大阻碍的联邦法规或将放宽，马斯克将直接受益。周一，据央视新闻报道，彭博社援引知情人士透露，美国当选总统特朗普的团队计划将“构建完全自动驾驶汽车的联邦框架”作为美国运输部的优先事项之一。如果新的法规能让完全无人驾驶汽车成为可能，那么特斯拉首席执行官马斯克将直接受益，他把特斯拉的未来押在自动驾驶和人工智能技术方面。特斯拉正在计划大规模部署无方向盘或脚踏板的汽车，马斯克10月份宣布计划从2026年开始量产Robotaxi。然而，目前的联邦法规对特斯拉的计划形成重大阻碍，包括限制其部署的上限。马斯克在特斯拉三季度电话会上表示，将利用在美国政府的潜在职位，推动一种更精简的监管方式，批准在全美范围内使用全自动驾驶汽车。美联储12月将暂停降息？野村证券分析师最新表示，预计美联储将在12月的政策会议上暂停降息，这将使其成为在特朗普赢得大选后第一家暗示美联储将暂停降息的全球性券商。野村证券目前预计，到了明年，美联储只会在3月和6月的会议上再降息两次，每次25个基点。该券商对美联储在明年之前的联邦基金利率预测保持在4.125%不变。不过，包括高盛和摩根大通在内的其他投行仍预计，美联储下个月将降息25个基点。美银美林在最新的研报中指出，尽管目前美股并未出现熊市迹象，但可能改变局势的信号值得警惕，其中包括，飙升的美债收益率。美银美林表示，当10年期美债收益率升超5%，投资者将转向债市，华尔街对股票的配置通常将下降，这将对美股市场的上涨构成限制。值得注意的是，自今年9月中旬以来，美国10年期国债收益率持续攀升约80个基点，现报4.463%，债券飙涨的收益率似乎已经开始给美股带来压力。美股的上涨可能在美债收益率升至5%时走向崩溃。美银美林预测，2025年标普500指数每股盈利（EPS）将增长13%，达到275美元。预计在“特朗普2.0”政策下，减税、放松监管和产业回流将推动股市的周期性增长。但特朗普的关税和移民政策可能带来潜在风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368622241489080,"gmtCreate":1731037144468,"gmtModify":1731037146563,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"言行不一的人","listText":"言行不一的人","text":"言行不一的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368622241489080","repostId":"1199747809","repostType":2,"repost":{"id":"1199747809","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1731035427,"share":"https://www.laohu8.com/m/news/1199747809?lang=&edition=full","pubTime":"2024-11-08 11:10","market":"us","language":"en","title":"Cathie Wood's Tech Rotation: Amazon Mega-Buy While Tesla, Reddit And Palantir Get Axed","url":"https://stock-news.laohu8.com/highlight/detail?id=1199747809","media":"Benzinga","summary":"On Thursday, Cathie Wood-led Ark Invest made significant trades, with Palantir Technologies Inc., Tesla Inc., Reddit Inc., and Amazon.com, Inc taking center stage.The Palantir TradeArk Invest’s move t","content":"<html><head></head><body><p>On Thursday, <strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> made significant trades, with <strong>Palantir Technologies Inc.</strong>, <strong>Tesla Inc.</strong>, <strong>Reddit Inc.</strong>, and <strong>Amazon.com, Inc</strong> taking center stage.</p><p style=\"text-align: start;\"><strong>The Palantir Trade</strong></p><p style=\"text-align: start;\">Ark Invest’s move to sell Palantir shares comes amid a tumultuous day for the company. Palantir’s shares experienced a rollercoaster ride, initially dipping due to a downgrade from Jefferies, only to bounce back following an announced partnership with <strong>Amazon Web Services</strong> (AWS) and <strong>Anthropic</strong>.</p><p style=\"text-align: start;\">Despite Jefferies analyst <strong>Brent Thill</strong> downgrading Palantir from a Hold rating to an Underperform rating due to valuation concerns, the company’s stock has seen a surge of over 220% since the start of the year. This includes a 30% increase in just the past week, largely driven by strong quarterly results fueled by “unrelenting” AI demand.</p><p style=\"text-align: start;\">Ark offloaded 264,513 Palantir shares on Thursday through its <strong>ARK Innovation ETF</strong> (ARKK) and <strong>Ark Fintech Innovation ETF</strong> (ARKF) funds, with the transaction valued at $14.8 million based on a closing share price of $55.88.</p><p style=\"text-align: start;\"><strong>The Tesla Trade</strong></p><p style=\"text-align: start;\">Ark sold 85,019 shares of <strong>Elon Musk</strong>-led Tesla Inc. Wood has been on a Tesla share-selling spree of late. The latest transaction, which came through ARKK, was valued at $25.24 million.</p><p style=\"text-align: start;\">Wood’s firm estimates that Tesla’s driverless ride-hailing service could access an $11 trillion revenue market by leveraging low operating costs to undercut existing ride-hailing prices. Tesla plans to debut this service next year in Texas and California, starting with drivers and aiming for fully autonomous rides as regulations allow.</p><p style=\"text-align: start;\"><strong>The Reddit Trade</strong></p><p style=\"text-align: start;\">Ark Invest’s trade with Reddit comes at a time when the company is making significant strides in the social media space. Reddit’s market cap recently surpassed that of <strong>Snap Inc.</strong>, reaching $21.5 billion after a 12% climb on Election Day. This is a notable achievement for the social media platform operator, which has a user base and revenue one-fourth the size of Snap’s.</p><p style=\"text-align: start;\">Reddit’s growing popularity as a source of authentic information is also posing a challenge to Google’s dominance in the internet search market. This trend was highlighted at a recent conference hosted by The Wall Street Journal, where a journalist revealed she primarily uses Google Search to access Reddit for information.</p><p style=\"text-align: start;\">The Wood-led firm sold 62,389 Reddit shares from its <strong>ARK Next Generation Internet ETF</strong> (ARKW) fund on Thursday, a transaction valued at $8.2 million. Reddit shares closed the day 8.6% higher at $131.44.</p><p style=\"text-align: start;\"><strong>The Amazon.com Trade</strong></p><p style=\"text-align: start;\">Ark Invest’s decision to purchase Amazon shares comes at a time when insiders at the e-commerce giant have been selling off their shares. According to a recent Benzinga report, <strong>Jeff Bezos</strong>, Amazon’s executive chair, recently sold 1.07 million shares of Amazon stock at $200.07 per share, raking in approximately $213.8 million. This left Bezos with 926.41 million shares of Amazon.</p><p style=\"text-align: start;\">Bezos was not the only Amazon insider selling shares. Recently, director <strong>Jonathan Rubinstein</strong> also offloaded $1 million worth of shares, while <strong>Douglas Herrington</strong>, CEO of Worldwide Amazon Stores, sold $696,360 worth of Amazon shares.</p><p style=\"text-align: start;\">Ark acquired 150,675 Amazon shares through its ARKK fund, a transaction valued at $31.6 million. Amazon&#39;s stock closed Thursday at $210.16, up 1.5%.<br/><br/><strong>Other Key Trades:</strong></p><ul style=\"list-style-type: disc;\"><li><p>Ark purchased shares of <strong>10X Genomics Inc</strong>. (TXG) and sold shares of <strong>Moderna Inc</strong> (MRNA).</p></li><li><p>The firm picked up shares of <strong>Illumina Inc. </strong>(ILMN), <strong>ABSCI Corp</strong> (ABSI), and <strong>Guardant Health Inc.</strong> (GH) but sold shares of <strong>Unity Software Inc.</strong> (U), <strong>Sofi Technoliogies Inc.</strong> (SOFI), and <strong>Repare Therapeutics Inc. </strong>(RPTX).</p></li></ul></body></html>","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>Cathie Wood's Tech Rotation: Amazon Mega-Buy While Tesla, Reddit And Palantir Get Axed</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\">\nCathie Wood's Tech Rotation: Amazon Mega-Buy While Tesla, Reddit And Palantir Get Axed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-11-08 11:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Thursday, <strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> made significant trades, with <strong>Palantir Technologies Inc.</strong>, <strong>Tesla Inc.</strong>, <strong>Reddit Inc.</strong>, and <strong>Amazon.com, Inc</strong> taking center stage.</p><p style=\"text-align: start;\"><strong>The Palantir Trade</strong></p><p style=\"text-align: start;\">Ark Invest’s move to sell Palantir shares comes amid a tumultuous day for the company. Palantir’s shares experienced a rollercoaster ride, initially dipping due to a downgrade from Jefferies, only to bounce back following an announced partnership with <strong>Amazon Web Services</strong> (AWS) and <strong>Anthropic</strong>.</p><p style=\"text-align: start;\">Despite Jefferies analyst <strong>Brent Thill</strong> downgrading Palantir from a Hold rating to an Underperform rating due to valuation concerns, the company’s stock has seen a surge of over 220% since the start of the year. This includes a 30% increase in just the past week, largely driven by strong quarterly results fueled by “unrelenting” AI demand.</p><p style=\"text-align: start;\">Ark offloaded 264,513 Palantir shares on Thursday through its <strong>ARK Innovation ETF</strong> (ARKK) and <strong>Ark Fintech Innovation ETF</strong> (ARKF) funds, with the transaction valued at $14.8 million based on a closing share price of $55.88.</p><p style=\"text-align: start;\"><strong>The Tesla Trade</strong></p><p style=\"text-align: start;\">Ark sold 85,019 shares of <strong>Elon Musk</strong>-led Tesla Inc. Wood has been on a Tesla share-selling spree of late. The latest transaction, which came through ARKK, was valued at $25.24 million.</p><p style=\"text-align: start;\">Wood’s firm estimates that Tesla’s driverless ride-hailing service could access an $11 trillion revenue market by leveraging low operating costs to undercut existing ride-hailing prices. Tesla plans to debut this service next year in Texas and California, starting with drivers and aiming for fully autonomous rides as regulations allow.</p><p style=\"text-align: start;\"><strong>The Reddit Trade</strong></p><p style=\"text-align: start;\">Ark Invest’s trade with Reddit comes at a time when the company is making significant strides in the social media space. Reddit’s market cap recently surpassed that of <strong>Snap Inc.</strong>, reaching $21.5 billion after a 12% climb on Election Day. This is a notable achievement for the social media platform operator, which has a user base and revenue one-fourth the size of Snap’s.</p><p style=\"text-align: start;\">Reddit’s growing popularity as a source of authentic information is also posing a challenge to Google’s dominance in the internet search market. This trend was highlighted at a recent conference hosted by The Wall Street Journal, where a journalist revealed she primarily uses Google Search to access Reddit for information.</p><p style=\"text-align: start;\">The Wood-led firm sold 62,389 Reddit shares from its <strong>ARK Next Generation Internet ETF</strong> (ARKW) fund on Thursday, a transaction valued at $8.2 million. Reddit shares closed the day 8.6% higher at $131.44.</p><p style=\"text-align: start;\"><strong>The Amazon.com Trade</strong></p><p style=\"text-align: start;\">Ark Invest’s decision to purchase Amazon shares comes at a time when insiders at the e-commerce giant have been selling off their shares. According to a recent Benzinga report, <strong>Jeff Bezos</strong>, Amazon’s executive chair, recently sold 1.07 million shares of Amazon stock at $200.07 per share, raking in approximately $213.8 million. This left Bezos with 926.41 million shares of Amazon.</p><p style=\"text-align: start;\">Bezos was not the only Amazon insider selling shares. Recently, director <strong>Jonathan Rubinstein</strong> also offloaded $1 million worth of shares, while <strong>Douglas Herrington</strong>, CEO of Worldwide Amazon Stores, sold $696,360 worth of Amazon shares.</p><p style=\"text-align: start;\">Ark acquired 150,675 Amazon shares through its ARKK fund, a transaction valued at $31.6 million. Amazon&#39;s stock closed Thursday at $210.16, up 1.5%.<br/><br/><strong>Other Key Trades:</strong></p><ul style=\"list-style-type: disc;\"><li><p>Ark purchased shares of <strong>10X Genomics Inc</strong>. (TXG) and sold shares of <strong>Moderna Inc</strong> (MRNA).</p></li><li><p>The firm picked up shares of <strong>Illumina Inc. </strong>(ILMN), <strong>ABSCI Corp</strong> (ABSI), and <strong>Guardant Health Inc.</strong> (GH) but sold shares of <strong>Unity Software Inc.</strong> (U), <strong>Sofi Technoliogies Inc.</strong> (SOFI), and <strong>Repare Therapeutics Inc. </strong>(RPTX).</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RPTX":"Repare Therapeutics Inc.","SOFI":"SoFi Technologies Inc.","TSLA":"特斯拉","AMZN":"亚马逊","ILMN":"Illumina","TXG":"10x Genomics, Inc.","RDDT":"Reddit","MRNA":"Moderna, Inc.","ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF","GH":"Guardant Health Inc.","ABSI":"Absci Corporation.","PLTR":"Palantir Technologies Inc.","SNAP":"Snap Inc","ARKK":"ARK Innovation ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199747809","content_text":"On Thursday, Cathie Wood-led Ark Invest made significant trades, with Palantir Technologies Inc., Tesla Inc., Reddit Inc., and Amazon.com, Inc taking center stage.The Palantir TradeArk Invest’s move to sell Palantir shares comes amid a tumultuous day for the company. Palantir’s shares experienced a rollercoaster ride, initially dipping due to a downgrade from Jefferies, only to bounce back following an announced partnership with Amazon Web Services (AWS) and Anthropic.Despite Jefferies analyst Brent Thill downgrading Palantir from a Hold rating to an Underperform rating due to valuation concerns, the company’s stock has seen a surge of over 220% since the start of the year. This includes a 30% increase in just the past week, largely driven by strong quarterly results fueled by “unrelenting” AI demand.Ark offloaded 264,513 Palantir shares on Thursday through its ARK Innovation ETF (ARKK) and Ark Fintech Innovation ETF (ARKF) funds, with the transaction valued at $14.8 million based on a closing share price of $55.88.The Tesla TradeArk sold 85,019 shares of Elon Musk-led Tesla Inc. Wood has been on a Tesla share-selling spree of late. The latest transaction, which came through ARKK, was valued at $25.24 million.Wood’s firm estimates that Tesla’s driverless ride-hailing service could access an $11 trillion revenue market by leveraging low operating costs to undercut existing ride-hailing prices. Tesla plans to debut this service next year in Texas and California, starting with drivers and aiming for fully autonomous rides as regulations allow.The Reddit TradeArk Invest’s trade with Reddit comes at a time when the company is making significant strides in the social media space. Reddit’s market cap recently surpassed that of Snap Inc., reaching $21.5 billion after a 12% climb on Election Day. This is a notable achievement for the social media platform operator, which has a user base and revenue one-fourth the size of Snap’s.Reddit’s growing popularity as a source of authentic information is also posing a challenge to Google’s dominance in the internet search market. This trend was highlighted at a recent conference hosted by The Wall Street Journal, where a journalist revealed she primarily uses Google Search to access Reddit for information.The Wood-led firm sold 62,389 Reddit shares from its ARK Next Generation Internet ETF (ARKW) fund on Thursday, a transaction valued at $8.2 million. Reddit shares closed the day 8.6% higher at $131.44.The Amazon.com TradeArk Invest’s decision to purchase Amazon shares comes at a time when insiders at the e-commerce giant have been selling off their shares. According to a recent Benzinga report, Jeff Bezos, Amazon’s executive chair, recently sold 1.07 million shares of Amazon stock at $200.07 per share, raking in approximately $213.8 million. This left Bezos with 926.41 million shares of Amazon.Bezos was not the only Amazon insider selling shares. Recently, director Jonathan Rubinstein also offloaded $1 million worth of shares, while Douglas Herrington, CEO of Worldwide Amazon Stores, sold $696,360 worth of Amazon shares.Ark acquired 150,675 Amazon shares through its ARKK fund, a transaction valued at $31.6 million. Amazon's stock closed Thursday at $210.16, up 1.5%.Other Key Trades:Ark purchased shares of 10X Genomics Inc. (TXG) and sold shares of Moderna Inc (MRNA).The firm picked up shares of Illumina Inc. (ILMN), ABSCI Corp (ABSI), and Guardant Health Inc. (GH) but sold shares of Unity Software Inc. (U), Sofi Technoliogies Inc. (SOFI), and Repare Therapeutics Inc. (RPTX).","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345355012546592,"gmtCreate":1725341915964,"gmtModify":1725342283445,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"早点滚","listText":"早点滚","text":"早点滚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345355012546592","repostId":"2464899759","repostType":2,"repost":{"id":"2464899759","kind":"news","pubTimestamp":1725325238,"share":"https://www.laohu8.com/m/news/2464899759?lang=&edition=full","pubTime":"2024-09-03 09:00","market":"hk","language":"zh","title":"知名特斯拉投资者：6个月内业绩没改善就清仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2464899759","media":"环球市场播报","summary":"知名特斯拉投资者、格伯川崎财富与投资管理公司的CEO罗斯·格伯已从埃隆·马斯克的坚定支持者变成了直言不讳的批评者。格伯是特斯拉公司的早期投资者。但自去年11月以来，他的基金大幅减持了特斯拉的股份。　　自2023年11月以来，格伯的基金已经坚持了所持特斯拉的大约一半股份，目前只剩下约6000万美元的投资。　　格伯表示，特斯拉还有六个月的时间来改善其业绩表现，否则他的公司将完全放弃这只股票。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b81cb41bfe3c29de1bdb0394b6a6de5b\" title=\"\" tg-width=\"550\" tg-height=\"381\"/></p><p>知名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>投资者、格伯川崎财富与投资管理公司的CEO罗斯·格伯已从埃隆·马斯克的坚定支持者变成了直言不讳的批评者。格伯是特斯拉公司的早期投资者。但自去年11月以来，他的基金大幅减持了特斯拉的股份。</p><p>格伯在周日发表的一次采访中表示，马斯克在社交媒体上的不稳定行为、Twitter（现在被称为X）有争议的改革以及政治争议是他改变主意的原因。格伯说，他每天都会接到客户要求出售特斯拉股票的电话，表示希望与马斯克保持距离。</p><p>自2023年11月以来，格伯的基金已经减持了所持特斯拉的大约一半股份，目前只剩下约6000万美元的投资。</p><p>格伯表示，特斯拉还有六个月的时间来改善其业绩表现，否则他的公司将完全放弃这只股票。</p><p>当被问及他是否会彻底清仓特斯拉时，戈伯表示：“绝对会。”“如果你没有赚到钱，你没有做能为公司赚钱或让公司做得更好所需要做的事情，我就必须离开。就是这样，就是这样。”</p><p>格伯最初对特斯拉的热情始于2013年，当时他测试了一辆Model S。然而，随着时间的推移，他对马斯克行为的担忧越来越多，尤其是在马斯克2021年以440亿美元收购Twitter之后。</p><p>格伯的批评包括马斯克在社交媒体上混乱的存在和法律纠纷，他认为这损害了特斯拉的品牌形象。他还试图通过在2023年竞选特斯拉董事会席位来解决这些问题，但他的建议在很大程度上被忽视了。</p><p>他说：“我认为该股确实被高估了，因为我认为他们没有实现任何预期目标。”他补充说，他认为特斯拉的需求疲软，他无法以合理的价格卖掉自己的两辆特斯拉。</p><p>“按照目前的策略，我看不出他们如何能卖出更多的汽车，”格伯说。</p><p>鉴于特斯拉的股价在2024年下跌了15%，格伯仍然对其未来的表现持怀疑态度，他认为特斯拉的股价可能会再下跌15%，并指出他认为该股的公允价值约为每股180美元。</p><p>格伯还表示，如果Rivian等其他电动汽车公司能够扩大生产规模并降低价格，它们可能成为“下一个特斯拉”。</p><p>格伯说，在他再次看好特斯拉之前，要么该公司需要对广告和提振汽车销售做出更明确的承诺，要么马斯克需要清理自己的形象。</p><p>“我的意思是，如果他想改变自己的形象，我会很兴奋。但这是不可能的。所以我不认为这是一个选择。”</p></body></html>","source":"sina","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>知名特斯拉投资者：6个月内业绩没改善就清仓</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知名特斯拉投资者：6个月内业绩没改善就清仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-03 09:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-09-03/doc-incmvqpq3564282.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>知名特斯拉投资者、格伯川崎财富与投资管理公司的CEO罗斯·格伯已从埃隆·马斯克的坚定支持者变成了直言不讳的批评者。格伯是特斯拉公司的早期投资者。但自去年11月以来，他的基金大幅减持了特斯拉的股份。格伯在周日发表的一次采访中表示，马斯克在社交媒体上的不稳定行为、Twitter（现在被称为X）有争议的改革以及政治争议是他改变主意的原因。格伯说，他每天都会接到客户要求出售特斯拉股票的电话，表示希望与...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-09-03/doc-incmvqpq3564282.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/b81cb41bfe3c29de1bdb0394b6a6de5b","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4099":"汽车制造商","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4511":"特斯拉概念","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND 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(HKD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4574":"无人驾驶","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-09-03/doc-incmvqpq3564282.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2464899759","content_text":"知名特斯拉投资者、格伯川崎财富与投资管理公司的CEO罗斯·格伯已从埃隆·马斯克的坚定支持者变成了直言不讳的批评者。格伯是特斯拉公司的早期投资者。但自去年11月以来，他的基金大幅减持了特斯拉的股份。格伯在周日发表的一次采访中表示，马斯克在社交媒体上的不稳定行为、Twitter（现在被称为X）有争议的改革以及政治争议是他改变主意的原因。格伯说，他每天都会接到客户要求出售特斯拉股票的电话，表示希望与马斯克保持距离。自2023年11月以来，格伯的基金已经减持了所持特斯拉的大约一半股份，目前只剩下约6000万美元的投资。格伯表示，特斯拉还有六个月的时间来改善其业绩表现，否则他的公司将完全放弃这只股票。当被问及他是否会彻底清仓特斯拉时，戈伯表示：“绝对会。”“如果你没有赚到钱，你没有做能为公司赚钱或让公司做得更好所需要做的事情，我就必须离开。就是这样，就是这样。”格伯最初对特斯拉的热情始于2013年，当时他测试了一辆Model S。然而，随着时间的推移，他对马斯克行为的担忧越来越多，尤其是在马斯克2021年以440亿美元收购Twitter之后。格伯的批评包括马斯克在社交媒体上混乱的存在和法律纠纷，他认为这损害了特斯拉的品牌形象。他还试图通过在2023年竞选特斯拉董事会席位来解决这些问题，但他的建议在很大程度上被忽视了。他说：“我认为该股确实被高估了，因为我认为他们没有实现任何预期目标。”他补充说，他认为特斯拉的需求疲软，他无法以合理的价格卖掉自己的两辆特斯拉。“按照目前的策略，我看不出他们如何能卖出更多的汽车，”格伯说。鉴于特斯拉的股价在2024年下跌了15%，格伯仍然对其未来的表现持怀疑态度，他认为特斯拉的股价可能会再下跌15%，并指出他认为该股的公允价值约为每股180美元。格伯还表示，如果Rivian等其他电动汽车公司能够扩大生产规模并降低价格，它们可能成为“下一个特斯拉”。格伯说，在他再次看好特斯拉之前，要么该公司需要对广告和提振汽车销售做出更明确的承诺，要么马斯克需要清理自己的形象。“我的意思是，如果他想改变自己的形象，我会很兴奋。但这是不可能的。所以我不认为这是一个选择。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336226660884720,"gmtCreate":1723122896344,"gmtModify":1723122898107,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"英雄所见略同","listText":"英雄所见略同","text":"英雄所见略同","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336226660884720","repostId":"2457826292","repostType":2,"repost":{"id":"2457826292","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1723088855,"share":"https://www.laohu8.com/m/news/2457826292?lang=&edition=full","pubTime":"2024-08-08 11:47","market":"us","language":"en","title":"Intel's Struggles Could Give AMD a Win, Piper Sandler","url":"https://stock-news.laohu8.com/highlight/detail?id=2457826292","media":"Dow Jones","summary":"Advanced Micro Devices stock is still a winner despite the recent pullback in the chip sector, Piper Sandler says.The PHLX Semiconductor Index, or SOX, which tracks chip stocks, has fallen about 15% so far this quarter, and AMD shares have slumped 8.7% so far this year.However, Piper Sandler's Harsh Kumar and Robert Aguanno see opportunities for AMD, which remains their top large-cap stock pick.Last week, Intel announced disappointing quarterly results and guidance, adding that it's cutting 15,000 jobs and suspending its dividend. That should help AMD pick up market share, Piper Sandler says,\"We see this transition continuing to take shape over the next several years as AMD generates additional wins at key customers at the expense of INTC,\" the analysts wrote Wednesday.AMD stock rose 3.4% to $134.66 in recent Wednesday trading, while the S&P 500 was rising 1.3%. Chip stock peers were also in the green, with Nvidia up 0.5% and On Semiconductor gaining 1.8%.Piper Sandler rates AMD shares","content":"<html><head></head><body><p>Advanced Micro Devices stock is still a winner despite the recent pullback in the chip sector, Piper Sandler says.</p><p>The PHLX Semiconductor Index, or SOX, which tracks chip stocks, has fallen about 19% so far this quarter, and AMD shares have slumped 12.7% so far this year.</p><p>However, Piper Sandler&#39;s Harsh Kumar and Robert Aguanno see opportunities for AMD, which remains their top large-cap stock pick.</p><p>Last week, Intel announced disappointing quarterly results and guidance, adding that it&#39;s cutting 15,000 jobs and suspending its dividend. That should help AMD pick up market share, Piper Sandler says,</p><p>&#34;We see this transition continuing to take shape over the next several years as AMD generates additional wins at key customers at the expense of INTC,&#34; the analysts wrote Wednesday.</p><p>They predict AMD will snap up about 20% market share of the $400 billion accelerator market by 2028.</p><p>Piper Sandler rates AMD shares at Overweight with a price target of $175, which represents a roughly 35% premium from Tuesday&#39;s closing price of $130.</p><p>Beyond that, AMD stands to benefit if Nvidia is indeed struggling with a chip delay. Earlier this month, media reports said volume shipments of the Blackwell B200 chip would be delayed some three months. Nvidia has said production remains on track.</p></body></html>","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>Intel's Struggles Could Give AMD a Win, Piper Sandler</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\">\nIntel's Struggles Could Give AMD a Win, Piper Sandler\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-08 11:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Advanced Micro Devices stock is still a winner despite the recent pullback in the chip sector, Piper Sandler says.</p><p>The PHLX Semiconductor Index, or SOX, which tracks chip stocks, has fallen about 19% so far this quarter, and AMD shares have slumped 12.7% so far this year.</p><p>However, Piper Sandler&#39;s Harsh Kumar and Robert Aguanno see opportunities for AMD, which remains their top large-cap stock pick.</p><p>Last week, Intel announced disappointing quarterly results and guidance, adding that it&#39;s cutting 15,000 jobs and suspending its dividend. That should help AMD pick up market share, Piper Sandler says,</p><p>&#34;We see this transition continuing to take shape over the next several years as AMD generates additional wins at key customers at the expense of INTC,&#34; the analysts wrote Wednesday.</p><p>They predict AMD will snap up about 20% market share of the $400 billion accelerator market by 2028.</p><p>Piper Sandler rates AMD shares at Overweight with a price target of $175, which represents a roughly 35% premium from Tuesday&#39;s closing price of $130.</p><p>Beyond that, AMD stands to benefit if Nvidia is indeed struggling with a chip delay. Earlier this month, media reports said volume shipments of the Blackwell B200 chip would be delayed some three months. Nvidia has said production remains on track.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","INTC":"英特尔","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4587":"ChatGPT概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4575":"芯片概念","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4527":"明星科技股","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4588":"碎股","BK4141":"半导体产品","BK4503":"景林资产持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4579":"人工智能","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4573":"虚拟现实","BK4581":"高盛持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4529":"IDC概念","AMD":"美国超微公司","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2457826292","content_text":"Advanced Micro Devices stock is still a winner despite the recent pullback in the chip sector, Piper Sandler says.The PHLX Semiconductor Index, or SOX, which tracks chip stocks, has fallen about 19% so far this quarter, and AMD shares have slumped 12.7% so far this year.However, Piper Sandler's Harsh Kumar and Robert Aguanno see opportunities for AMD, which remains their top large-cap stock pick.Last week, Intel announced disappointing quarterly results and guidance, adding that it's cutting 15,000 jobs and suspending its dividend. That should help AMD pick up market share, Piper Sandler says,\"We see this transition continuing to take shape over the next several years as AMD generates additional wins at key customers at the expense of INTC,\" the analysts wrote Wednesday.They predict AMD will snap up about 20% market share of the $400 billion accelerator market by 2028.Piper Sandler rates AMD shares at Overweight with a price target of $175, which represents a roughly 35% premium from Tuesday's closing price of $130.Beyond that, AMD stands to benefit if Nvidia is indeed struggling with a chip delay. Earlier this month, media reports said volume shipments of the Blackwell B200 chip would be delayed some three months. Nvidia has said production remains on track.","news_type":1},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335225302499384,"gmtCreate":1722848632381,"gmtModify":1722848633705,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 英伟达的B100产品推迟有利于amd300销售增加，反垄断也有利于amd产品共享软件系统，","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 英伟达的B100产品推迟有利于amd300销售增加，反垄断也有利于amd产品共享软件系统，","text":"$美国超微公司(AMD)$ 英伟达的B100产品推迟有利于amd300销售增加，反垄断也有利于amd产品共享软件系统，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335225302499384","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331545850151136,"gmtCreate":1721950598075,"gmtModify":1721950599206,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3527667608392900\">@芯潮 </a> 989938ji<a href=\"https://laohu8.com/S/AMSC\">$美国超导(AMSC)$ </a>&nbsp;<a href=\"https://laohu8.com/U/3527667608392900\">@芯潮 </a> 947","listText":"<a href=\"https://laohu8.com/U/3527667608392900\">@芯潮 </a> 989938ji<a href=\"https://laohu8.com/S/AMSC\">$美国超导(AMSC)$ </a>&nbsp;<a href=\"https://laohu8.com/U/3527667608392900\">@芯潮 </a> 947","text":"@芯潮 989938ji$美国超导(AMSC)$ @芯潮 947","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331545850151136","repostId":"1142798948","repostType":2,"repost":{"id":"1142798948","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1720796166,"share":"https://www.laohu8.com/m/news/1142798948?lang=&edition=full","pubTime":"2024-07-12 22:56","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, Nvidia, Micron, Apple, Starbucks, Amazon, Netflix, Oracle, Microsoft & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1142798948","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Friday:UBS downgrades Tesla to sell from neutralUBS said it has a “lack of visibility” right now for Tesla shares.“While TSLA is investing heavily in AI an","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Friday:</p><h2 id=\"id_3428061247\" style=\"text-align: start;\">UBS downgrades Tesla to sell from neutral</h2><p>UBS said it has a “lack of visibility” right now for Tesla shares.</p><p>“While <u>TSLA</u> is investing heavily in AI and the tech is making progress, investment is costly, pace of improvement may slow and the payoff is long dated. If market enthusiasm for AI diminishes, this may impact TSLA’s multiple.”</p><h2 id=\"id_1488180348\" style=\"text-align: start;\">Wolfe initiates Spotify as outperform</h2><p>Wolfe said the streaming company is a market leader.</p><p>“We initiate coverage of <u>Spotify</u> (SPOT) with an Outperform rating and a $390 12-mo. forward Price Target (28% upside).”</p><h2 id=\"id_4041528519\" style=\"text-align: start;\">Bernstein reiterates Apple as outperform</h2><p>Bernstein said <u>Apple</u> should “benefit from healthy iPhone revenue growth over the next 1 - 2 years.”</p><p>“We continue to believe that FY 25 should be a strong iPhone cycle, as upgrade rates improve, given an aged installed base and compelling forthcoming AI functionality.”</p><h2 id=\"id_573925652\" style=\"text-align: start;\">Citi upgrades Array to buy from neutral</h2><p>Citi said in its upgrade of the solar tech company that long-term trends are intact and the selloff is overdone.</p><p><u>“ARRY</u> shares are down &gt;40% this year, likely on fears of project push-outs unexpected CFO change, potential NT margin pressure due to freight costs, and ASP [average selling price] declines.”</p><h2 id=\"id_439857553\" style=\"text-align: start;\">Bank of America reiterates Micron as buy</h2><p>Bank of America said it’s sticking with its buy rating after a series of constructive management meetings. The stock sits on the firm’s US1 top ideas list.</p><p>“We maintain Buy and note <u>MU’s</u> recent inclusion in BofA’s US1 list.”</p><h2 id=\"id_1897368209\" style=\"text-align: start;\">Morgan Stanley reiterates Starbucks as overweight</h2><p>Morgan Stanley lowered its price target to $98 per share from $104, but says it’s sticking with its overweight rating on <u>Starbucks.</u></p><p>“After last quarter’s big cut, there is much going on to try to turn around the business, but we think most would endorse the company’s comments that, at best, this will take time, clouding the near-term investment case.”</p><h2 id=\"id_4020041480\" style=\"text-align: start;\">Barclays initiates Revolution Medicines as overweight</h2><p>Barclays said it’s bullish on shares of the biotech company.</p><p>“We are initiating on <u>Revolution Medicines</u> (RVMD) with an OW rating ahead of two value-inflecting data readouts in 2H24.”</p><h2 id=\"id_4062601944\" style=\"text-align: start;\">JPMorgan reiterates Netflix as overweight</h2><p>JPMorgan raised its price target on the stock to $750 per share from $650.</p><p>“We remain positive on <u>Netflix</u> shares heading into 2Q earnings on Thursday, 7/18, while also recognizing high expectations.”</p><h2 id=\"id_1231270569\" style=\"text-align: start;\">JPMorgan reiterates Amazon as overweight</h2><p>JPMorgan said it’s bullish heading into <u>Amazon’s</u> Prime Day event next week. The firm has Amazon as a best idea.</p><p>“Subscription/Prime member acquisition, or other parts of the Prime ecosystem, though we believe Prime Day’s financial benefits extend well beyond the 2-day event period.”</p><h2 id=\"id_3199306914\" style=\"text-align: start;\">Benchmark reiterates Nvidia as buy</h2><p>Benchmark raised its price target on <u>Nvidia</u> to $170 per share from $135.</p><p>“Positive Take-Aways from Fireside Chat, Demand Continues to Outstrip Supply; Reiterate Buy, PT to $170 vs $135.”</p><h2 id=\"id_1346922316\" style=\"text-align: start;\">Citi reiterates Western Digital as buy</h2><p>Citi added an upside catalyst watch on shares of the digital storage company and says it sees “gross margin improvements.”</p><p>“We additionally add an upside 90-day short-term view on <u>WDC</u> on increased confidence in robust NAND pricing and under shipment to demand, supporting WDC flash gross margin improvements, while our sum-of-the-parts analysis suggests further potential to unlock value as the Flash business is spun off later this calendar year.”</p><h2 id=\"id_1313072961\" style=\"text-align: start;\">Benchmark upgrades Booking Holdings to buy from hold</h2><p>Benchmark said long-term trends are stabilizing for the travel online website.</p><p>“We are raising our rating on <u>Booking Holdings</u> (BKNG) to Buy from Hold and establishing a new $4,700 per share price target.”</p><h2 id=\"id_2646993670\" style=\"text-align: start;\">BTIG initiates Carvana as buy</h2><p>BTIG said the online used car company has a “compelling future.”</p><p>“We are initiating coverage on Carvana Co. with a BUY rating and $155 PT.”</p><h2 id=\"id_182759346\" style=\"text-align: start;\">Baird downgrades Visteon to neutral from outperform</h2><p>Baird said in its downgrade of the auto tech parts supplier that it’s concerned about decreasing auto production.</p><p>“We are also downgrading <u>VC</u> to Neutral (wall of worry amid increased LVP [light vehicle production] risks now appears too steep to climb).”</p><h2 id=\"id_354172164\" style=\"text-align: start;\">Jefferies initiates J. Jill as buy</h2><p>Jefferies said the clothing retailer is underappreciated.</p><p>“We think the market under-appreciates <u>JILL’s</u> sustainability and operational discipline to drive continued profitable growth.”</p><h2 id=\"id_2266427697\" style=\"text-align: start;\">Jefferies upgrades Inter Parfums to buy from hold</h2><p>Jefferies said shares of the fragrance company are “oversold.”</p><p>“We upgrade <u>IPAR</u> to Buy based on our view that the shares are oversold.”</p><h2 id=\"id_51183906\" style=\"text-align: start;\">Piper Sandler reiterates Microsoft, Monday.com &amp; Oracle as overweight</h2><p>Piper said it has its “highest conviction” in these three stocks.</p><p>“However, there are still pockets of strength. Accelerating IaaS [infrastructure as a service] spend on AI tailwinds should benefit <u>MSFT</u> and <u>ORCL.</u> Healthy demand for workflow builder tools and new pricing has sustained strong momentum at <u>MNDY.</u></p><h2 id=\"id_1724808645\" style=\"text-align: start;\">Deutsche Bank reiterates Block as buy</h2><p>Deutsche raised its price target on the stock to $98 per share from $90 and says it’s the “best house in [a] tough neighborhood.”</p><p>“Despite weak stock performance by payment peers, we believe <u>SQ</u> continues to shine fundamentally with one of the few beat and raise stories in the sector.”</p><h2 id=\"id_3026668962\" style=\"text-align: start;\">Morgan Stanley reiterates DraftKings as overweight</h2><p>Morgan Stanley said it’s sticking with the gaming company as a top idea.</p><p>“We stay OW <u>DKNG</u> (Top Pick) where we tweak our ests but stay above cons/guide &amp; still expect a capital return catalyst.”</p></body></html>","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>Top Calls on Wall Street: Tesla, Nvidia, Micron, Apple, Starbucks, Amazon, Netflix, Oracle, Microsoft & More</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\">\nTop Calls on Wall Street: Tesla, Nvidia, Micron, Apple, Starbucks, Amazon, Netflix, Oracle, Microsoft & More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-12 22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Friday:</p><h2 id=\"id_3428061247\" style=\"text-align: start;\">UBS downgrades Tesla to sell from neutral</h2><p>UBS said it has a “lack of visibility” right now for Tesla shares.</p><p>“While <u>TSLA</u> is investing heavily in AI and the tech is making progress, investment is costly, pace of improvement may slow and the payoff is long dated. If market enthusiasm for AI diminishes, this may impact TSLA’s multiple.”</p><h2 id=\"id_1488180348\" style=\"text-align: start;\">Wolfe initiates Spotify as outperform</h2><p>Wolfe said the streaming company is a market leader.</p><p>“We initiate coverage of <u>Spotify</u> (SPOT) with an Outperform rating and a $390 12-mo. forward Price Target (28% upside).”</p><h2 id=\"id_4041528519\" style=\"text-align: start;\">Bernstein reiterates Apple as outperform</h2><p>Bernstein said <u>Apple</u> should “benefit from healthy iPhone revenue growth over the next 1 - 2 years.”</p><p>“We continue to believe that FY 25 should be a strong iPhone cycle, as upgrade rates improve, given an aged installed base and compelling forthcoming AI functionality.”</p><h2 id=\"id_573925652\" style=\"text-align: start;\">Citi upgrades Array to buy from neutral</h2><p>Citi said in its upgrade of the solar tech company that long-term trends are intact and the selloff is overdone.</p><p><u>“ARRY</u> shares are down &gt;40% this year, likely on fears of project push-outs unexpected CFO change, potential NT margin pressure due to freight costs, and ASP [average selling price] declines.”</p><h2 id=\"id_439857553\" style=\"text-align: start;\">Bank of America reiterates Micron as buy</h2><p>Bank of America said it’s sticking with its buy rating after a series of constructive management meetings. The stock sits on the firm’s US1 top ideas list.</p><p>“We maintain Buy and note <u>MU’s</u> recent inclusion in BofA’s US1 list.”</p><h2 id=\"id_1897368209\" style=\"text-align: start;\">Morgan Stanley reiterates Starbucks as overweight</h2><p>Morgan Stanley lowered its price target to $98 per share from $104, but says it’s sticking with its overweight rating on <u>Starbucks.</u></p><p>“After last quarter’s big cut, there is much going on to try to turn around the business, but we think most would endorse the company’s comments that, at best, this will take time, clouding the near-term investment case.”</p><h2 id=\"id_4020041480\" style=\"text-align: start;\">Barclays initiates Revolution Medicines as overweight</h2><p>Barclays said it’s bullish on shares of the biotech company.</p><p>“We are initiating on <u>Revolution Medicines</u> (RVMD) with an OW rating ahead of two value-inflecting data readouts in 2H24.”</p><h2 id=\"id_4062601944\" style=\"text-align: start;\">JPMorgan reiterates Netflix as overweight</h2><p>JPMorgan raised its price target on the stock to $750 per share from $650.</p><p>“We remain positive on <u>Netflix</u> shares heading into 2Q earnings on Thursday, 7/18, while also recognizing high expectations.”</p><h2 id=\"id_1231270569\" style=\"text-align: start;\">JPMorgan reiterates Amazon as overweight</h2><p>JPMorgan said it’s bullish heading into <u>Amazon’s</u> Prime Day event next week. The firm has Amazon as a best idea.</p><p>“Subscription/Prime member acquisition, or other parts of the Prime ecosystem, though we believe Prime Day’s financial benefits extend well beyond the 2-day event period.”</p><h2 id=\"id_3199306914\" style=\"text-align: start;\">Benchmark reiterates Nvidia as buy</h2><p>Benchmark raised its price target on <u>Nvidia</u> to $170 per share from $135.</p><p>“Positive Take-Aways from Fireside Chat, Demand Continues to Outstrip Supply; Reiterate Buy, PT to $170 vs $135.”</p><h2 id=\"id_1346922316\" style=\"text-align: start;\">Citi reiterates Western Digital as buy</h2><p>Citi added an upside catalyst watch on shares of the digital storage company and says it sees “gross margin improvements.”</p><p>“We additionally add an upside 90-day short-term view on <u>WDC</u> on increased confidence in robust NAND pricing and under shipment to demand, supporting WDC flash gross margin improvements, while our sum-of-the-parts analysis suggests further potential to unlock value as the Flash business is spun off later this calendar year.”</p><h2 id=\"id_1313072961\" style=\"text-align: start;\">Benchmark upgrades Booking Holdings to buy from hold</h2><p>Benchmark said long-term trends are stabilizing for the travel online website.</p><p>“We are raising our rating on <u>Booking Holdings</u> (BKNG) to Buy from Hold and establishing a new $4,700 per share price target.”</p><h2 id=\"id_2646993670\" style=\"text-align: start;\">BTIG initiates Carvana as buy</h2><p>BTIG said the online used car company has a “compelling future.”</p><p>“We are initiating coverage on Carvana Co. with a BUY rating and $155 PT.”</p><h2 id=\"id_182759346\" style=\"text-align: start;\">Baird downgrades Visteon to neutral from outperform</h2><p>Baird said in its downgrade of the auto tech parts supplier that it’s concerned about decreasing auto production.</p><p>“We are also downgrading <u>VC</u> to Neutral (wall of worry amid increased LVP [light vehicle production] risks now appears too steep to climb).”</p><h2 id=\"id_354172164\" style=\"text-align: start;\">Jefferies initiates J. Jill as buy</h2><p>Jefferies said the clothing retailer is underappreciated.</p><p>“We think the market under-appreciates <u>JILL’s</u> sustainability and operational discipline to drive continued profitable growth.”</p><h2 id=\"id_2266427697\" style=\"text-align: start;\">Jefferies upgrades Inter Parfums to buy from hold</h2><p>Jefferies said shares of the fragrance company are “oversold.”</p><p>“We upgrade <u>IPAR</u> to Buy based on our view that the shares are oversold.”</p><h2 id=\"id_51183906\" style=\"text-align: start;\">Piper Sandler reiterates Microsoft, Monday.com &amp; Oracle as overweight</h2><p>Piper said it has its “highest conviction” in these three stocks.</p><p>“However, there are still pockets of strength. Accelerating IaaS [infrastructure as a service] spend on AI tailwinds should benefit <u>MSFT</u> and <u>ORCL.</u> Healthy demand for workflow builder tools and new pricing has sustained strong momentum at <u>MNDY.</u></p><h2 id=\"id_1724808645\" style=\"text-align: start;\">Deutsche Bank reiterates Block as buy</h2><p>Deutsche raised its price target on the stock to $98 per share from $90 and says it’s the “best house in [a] tough neighborhood.”</p><p>“Despite weak stock performance by payment peers, we believe <u>SQ</u> continues to shine fundamentally with one of the few beat and raise stories in the sector.”</p><h2 id=\"id_3026668962\" style=\"text-align: start;\">Morgan Stanley reiterates DraftKings as overweight</h2><p>Morgan Stanley said it’s sticking with the gaming company as a top idea.</p><p>“We stay OW <u>DKNG</u> (Top Pick) where we tweak our ests but stay above cons/guide &amp; still expect a capital return catalyst.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARRY":"Array Technologies Inc.","MSFT":"微软","JILL":"J.Jill Inc.","NFLX":"奈飞","MNDY":"Monday.com Ltd.","TSLA":"特斯拉","IPAR":"依特香水","ORCL":"甲骨文","SPOT":"Spotify Technology S.A.","AMZN":"亚马逊","BKNG":"Booking Holdings","MU":"美光科技","WDC":"西部数据","AAPL":"苹果","CVNA":"Carvana Co.","RVMD":"Revolution Medicines, Inc.","NVDA":"英伟达","SBUX":"星巴克","DKNG":"DraftKings Inc.","SQ":"Block","VC":"伟世通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142798948","content_text":"Here are the biggest calls on Wall Street on Friday:UBS downgrades Tesla to sell from neutralUBS said it has a “lack of visibility” right now for Tesla shares.“While TSLA is investing heavily in AI and the tech is making progress, investment is costly, pace of improvement may slow and the payoff is long dated. If market enthusiasm for AI diminishes, this may impact TSLA’s multiple.”Wolfe initiates Spotify as outperformWolfe said the streaming company is a market leader.“We initiate coverage of Spotify (SPOT) with an Outperform rating and a $390 12-mo. forward Price Target (28% upside).”Bernstein reiterates Apple as outperformBernstein said Apple should “benefit from healthy iPhone revenue growth over the next 1 - 2 years.”“We continue to believe that FY 25 should be a strong iPhone cycle, as upgrade rates improve, given an aged installed base and compelling forthcoming AI functionality.”Citi upgrades Array to buy from neutralCiti said in its upgrade of the solar tech company that long-term trends are intact and the selloff is overdone.“ARRY shares are down >40% this year, likely on fears of project push-outs unexpected CFO change, potential NT margin pressure due to freight costs, and ASP [average selling price] declines.”Bank of America reiterates Micron as buyBank of America said it’s sticking with its buy rating after a series of constructive management meetings. The stock sits on the firm’s US1 top ideas list.“We maintain Buy and note MU’s recent inclusion in BofA’s US1 list.”Morgan Stanley reiterates Starbucks as overweightMorgan Stanley lowered its price target to $98 per share from $104, but says it’s sticking with its overweight rating on Starbucks.“After last quarter’s big cut, there is much going on to try to turn around the business, but we think most would endorse the company’s comments that, at best, this will take time, clouding the near-term investment case.”Barclays initiates Revolution Medicines as overweightBarclays said it’s bullish on shares of the biotech company.“We are initiating on Revolution Medicines (RVMD) with an OW rating ahead of two value-inflecting data readouts in 2H24.”JPMorgan reiterates Netflix as overweightJPMorgan raised its price target on the stock to $750 per share from $650.“We remain positive on Netflix shares heading into 2Q earnings on Thursday, 7/18, while also recognizing high expectations.”JPMorgan reiterates Amazon as overweightJPMorgan said it’s bullish heading into Amazon’s Prime Day event next week. The firm has Amazon as a best idea.“Subscription/Prime member acquisition, or other parts of the Prime ecosystem, though we believe Prime Day’s financial benefits extend well beyond the 2-day event period.”Benchmark reiterates Nvidia as buyBenchmark raised its price target on Nvidia to $170 per share from $135.“Positive Take-Aways from Fireside Chat, Demand Continues to Outstrip Supply; Reiterate Buy, PT to $170 vs $135.”Citi reiterates Western Digital as buyCiti added an upside catalyst watch on shares of the digital storage company and says it sees “gross margin improvements.”“We additionally add an upside 90-day short-term view on WDC on increased confidence in robust NAND pricing and under shipment to demand, supporting WDC flash gross margin improvements, while our sum-of-the-parts analysis suggests further potential to unlock value as the Flash business is spun off later this calendar year.”Benchmark upgrades Booking Holdings to buy from holdBenchmark said long-term trends are stabilizing for the travel online website.“We are raising our rating on Booking Holdings (BKNG) to Buy from Hold and establishing a new $4,700 per share price target.”BTIG initiates Carvana as buyBTIG said the online used car company has a “compelling future.”“We are initiating coverage on Carvana Co. with a BUY rating and $155 PT.”Baird downgrades Visteon to neutral from outperformBaird said in its downgrade of the auto tech parts supplier that it’s concerned about decreasing auto production.“We are also downgrading VC to Neutral (wall of worry amid increased LVP [light vehicle production] risks now appears too steep to climb).”Jefferies initiates J. Jill as buyJefferies said the clothing retailer is underappreciated.“We think the market under-appreciates JILL’s sustainability and operational discipline to drive continued profitable growth.”Jefferies upgrades Inter Parfums to buy from holdJefferies said shares of the fragrance company are “oversold.”“We upgrade IPAR to Buy based on our view that the shares are oversold.”Piper Sandler reiterates Microsoft, Monday.com & Oracle as overweightPiper said it has its “highest conviction” in these three stocks.“However, there are still pockets of strength. Accelerating IaaS [infrastructure as a service] spend on AI tailwinds should benefit MSFT and ORCL. Healthy demand for workflow builder tools and new pricing has sustained strong momentum at MNDY.Deutsche Bank reiterates Block as buyDeutsche raised its price target on the stock to $98 per share from $90 and says it’s the “best house in [a] tough neighborhood.”“Despite weak stock performance by payment peers, we believe SQ continues to shine fundamentally with one of the few beat and raise stories in the sector.”Morgan Stanley reiterates DraftKings as overweightMorgan Stanley said it’s sticking with the gaming company as a top idea.“We stay OW DKNG (Top Pick) where we tweak our ests but stay above cons/guide & still expect a capital return catalyst.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328550953476128,"gmtCreate":1721255819229,"gmtModify":1721255821363,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"Intel扶不起的阿斗","listText":"Intel扶不起的阿斗","text":"Intel扶不起的阿斗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328550953476128","repostId":"2452157210","repostType":2,"repost":{"id":"2452157210","kind":"highlight","pubTimestamp":1721226038,"share":"https://www.laohu8.com/m/news/2452157210?lang=&edition=full","pubTime":"2024-07-17 22:20","market":"us","language":"zh","title":"英伟达等AI巨头狂跌之际，华尔街有了新宠：“AI后进者们”","url":"https://stock-news.laohu8.com/highlight/detail?id=2452157210","media":"智通财经网","summary":"英伟达等AI龙头们似乎失去光彩，“AI后进者们”获得资金青睐;Melius表示，“AI后进者们”，比如AMD、英特尔和IBM可能将出现“追赶交易”。","content":"<html><head></head><body><p>周三，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等AI巨头们股价狂跌。未来，华尔街依然看好AI热潮，但将目光锁定在今年以来涨势远不如英伟达的<a href=\"https://laohu8.com/S/INTC\">英特尔</a>与<a href=\"https://laohu8.com/S/AMD\">AMD</a>等“AI后进者们”。相比于英伟达、<a href=\"https://laohu8.com/S/MU\">美光科技</a>，以及<a href=\"https://laohu8.com/S/AVGO\">博通</a>等今年以来动辄60%以上涨幅的热门芯片巨头，英特尔与AMD这两大芯片巨头股价则显得疲软得多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041294920094acbaf28a63147a7b1714\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p><strong>华尔街知名投资机构Melius Research发布报告称，AI领域的这些“后进者们”，比如英特尔、AMD 、<a href=\"https://laohu8.com/S/IBM\">IBM</a>甚至包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的股价涨势可能将在今年下半年开始追赶英伟达、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等人工智能领域的绝对领军者，引领新一轮的“AI投资狂潮”。</strong></p><p>这里的后进者并非指它们在AI技术方面处于发展落后态势<strong>，而是指它们在某一特定领域的发力布局时间相对较晚，市场份额远不及行业领军者，或者股价涨势落后于领军者们。</strong>比如全球AI芯片领导者英伟达在数据中心AI芯片领域份额接近90%，AMD份额则远远不及英伟达，<strong>但英伟达垄断地位毫无疑问将面临来自AMD的巨大威胁。英特尔虽然在数据中心AI芯片市场显得毫无份额可言，但凭借x86生态优势参与布局AI PC或将提振英特尔估值。</strong></p><p><strong>IBM相比于OpenAI、微软以及谷歌等AI领域大模型领军者的份额无疑处于相对劣势，但是凭借深度布局AI开发者生态平台以及依靠强大的开源联盟助力，属于“AI后进者”之一的IBM有望在AI大模型这一市场无比庞大的领域分一杯羹。</strong>苹果是否属于“AI后进者”则存在一定争议，一方面它属于“七大科技巨头”，股价层面有过分透支预期的可能性，另一方面它布局AI大模型的时间确实非常晚，但是凭借强大的iOS生态有望借助AI智能手机实现在大模型份额方面与OpenAI“平起平坐”。</p><p><strong>在全球最大规模资管巨头<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>(BlackRock Inc.)，以及欧洲资管巨头<a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a>资产管理机构(BNP Paribas Asset Management)等全球大型资管机构的基金经理和市场策略师们看来，全球股市围绕人工智能的这股史无前例投资狂潮远未宣告结束，新一轮的“AI投资狂潮”将继续驱动全球股市“长牛走势”——即不断创下历史新高。</strong>甚至有经济学家预言，基于AI技术发展的乐观情绪推动下的额外多重扩张预期，将推动美股基准指数——<a href=\"https://laohu8.com/S/161125\">标普500</a>指数在2025年创下7000点这一历史峰值。</p><p>华尔街投资机构押注，<strong>在上一轮AI狂潮推动之下经历了长达18个月的上涨后，“七大科技巨头”(Magnificent 7)可能会失去股价继续飙升的动力，因此他们将注意力转向了Melius Research所称的这些“人工智能后进者们”。</strong></p><p>占据标普500指数高额权重的美股七大科技巨头，即“Magnificent 7”，包括：苹果、微软、谷歌、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、英伟达、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>以及Meta Platforms。全球投资者们在2023年全年以及2024年上半年持续蜂拥而至七大科技巨头，他们纷纷押注，在全球企业纷纷斥巨资布局生成式AI的这股狂热浪潮之下，由于苹果和谷歌等科技巨头们的庞大市场规模和财务实力，它们处于利用人工智能技术扩展营收的最佳位置。</p><p>Melius Research强调，包括英特尔、AMD和IBM，甚至苹果在内的这些科技公司均全面涉足人工智能领域，但在2023年以及今年上半年未能赶上人工智能领域最大赢家，比如英伟达的无与伦比涨幅。</p><p>过去一个月，英特尔、AMD和IBM这三家公司的股价表现明显优于科技巨头，而人工智能的代表龙头英伟达等科技巨头同期的股价表现则略有下滑。</p><p><strong>英特尔，也许是新一轮“AI投资狂潮”的最大AI赢家。特朗普胜选已经成为多数投资者的基本共识，而从最新的消息来看，有着“懂王”称号特朗普在贸易保护主义政策方面可能相比于2016年他上台时以及拜登政府时期更加猛烈。</strong>可以想象的是，奉行贸易保护政策、迫切希望高端制造业回流美国本土的“懂王”如果成功上台，未来对于英特尔的补贴支持力度或将不断升级。</p><p><strong>“AI后进者们”迎来这一强大趋势助力：美股投资风格切换</strong></p><p>至关重要的是，不仅在股价涨幅、市场情绪和盈利预期方面处于优势，“AI后进者们”业绩预期门槛也非常低，<strong>意味着业绩实现超预期相比于英伟达等股价飙升的巨头们容易得多，这表明它们在2024年剩下的时间里可能处于非常有利的地位。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69ce1e6703cd1ba38945a701edb85b1d\" title=\"\" tg-width=\"814\" tg-height=\"461\"/></p><p><strong>美股风格切换也将有助于这些“AI后进者们”股价涨势，</strong>近期表现强劲的美股小盘股远超七大科技巨头。<strong>随着美联储降息预期大幅升温，市场资金开始转向七大科技巨头以外的那些潜在涨势十足的公司，</strong>毕竟巨头们估值已经非常高，<strong>市场在降息环境下青睐于股价更便宜且具备一定投资热度的股票标的，英特尔等“AI后进者们”无疑属于这一代表，不仅具有AI这一标签，还具备强大的基本面支撑。</strong></p><p>追踪小型科技股的指数周二上涨3%，创下去年12月以来的最大单日涨幅，而大型科技股指数下跌0.4%。尽管今年大盘股仍是表现出众的决定性因素，但过去一个月小盘股受到青睐。小盘科技股指数上涨了10%以上，而大型股的涨幅仅仅为3.8%。</p><p>Melius分析师本•雷茨(Ben Reitzes)在近日发布的一份报告中写道:“我们相信，市场对于那些半导体、硬件以及软件行业的预期较低的企业将出现‘追赶’交易行情，即涨势追赶那些估值高企的行业领军者。”他补充表示，类似的情况在2023年也出现过，上半年“弱势企业”在下半年股价表现良好。</p><p>值得注意的是，雷茨将七大科技巨头之一的苹果列入了“AI后进者”名单。自4月份以来，这家消费电子巨头的股价一直在稳步上涨，尤其自从苹果展示了人们期待已久的智能手机人工智能功能以来，股价一直尤为强劲。</p><p>来自Baird的科技板块策略团队表示，<strong>投资者开始转向基本面强劲但业绩预期非常低的股票，尤其是与AI相关的股票，这为它们的涨势留下颇具想象的空间。他表示:“人工智能领头羊们在过去一年翻了一番，今后可能将面临放缓。”“即使不是火箭科学家也会认为这些股票被过度持有，而且那些被忽视的股票可能会被不断补上。</strong>”</p><p>Baird还特别提到了其他他认为会从这一交易中受益的股票，包括软件公司<a href=\"https://laohu8.com/S/FFIV\">F5 Inc</a>.、电子测量仪器公司Keysight Technologies Inc.，以及半导体相关公司Diodes Inc.、Coherent Corp.、<a href=\"https://laohu8.com/S/LITE\">Lumentum Holdings Inc.</a>和Aehr Test Systems。</p><p>今年上半年，英伟达、微软以及谷歌等大型科技股推高了整个美股市场，这些公司的估值也来到了历史高位，使它们的涨势在2024年剩下的时间里面临更艰难的处境。花旗集团(Citigroup)的策略团队近期建议投资者们对于这些科技巨头实行获利了结策略，并“在整个价值链中重新平衡更广泛的人工智能股票”。</p><p>Bloomberg Intelligence预测数据显示，七大科技巨头利润增幅将大幅放缓。与此同时，<strong>像英伟达和微软这样的人工智能大赢家的股价相对于它们的长期市盈率有很大溢价，相比之下，IBM和英特尔这样的落后者估值就显得很便宜。</strong></p><p><strong>若“懂王”归来，英特尔将是下半年最大AI赢家?</strong></p><p>投资者们普遍认为特朗普遇袭事件可能将成为美国大选的最重要转折点之一，全面强化特朗普的政治领袖形象，尤其在支持者们心中，他被视为美国历史性的英雄之一，甚至有媒体将他与罗斯福相提并论。甚至在一些共和党支持者看来，特朗普在“上帝庇佑”之下躲过子弹，意味着下一任总统非他莫属。相比之下，来自民主党的对手——现任总统拜登的在临场反应、演讲逻辑甚至党内支持率等方面的弱点更为凸显。</p><p>美国2024大选预测平台Polymarket显示，特朗普在11月大选中获胜的概率在遭遇枪击事件后飙升约10个百分点，达到70%。而其竞争对手拜登的胜选概率则进一步跌至18%。</p><p>因此，特朗普胜选已经成为多数投资者的基本共识，而从最新的消息来看，有着“懂王”称号特朗普在贸易保护主义政策方面可能相比于2016年他上台时以及拜登政府时期更加猛烈。</p><p><strong>可以想象到的是，奉行贸易保护政策、迫切希望高端制造业回流美国本土的“懂王”如果成功上台，未来对于英特尔的补贴支持力度可谓将不断升级，也许“芯片代工之王”<a href=\"https://laohu8.com/S/TSM\">台积电</a>不久后将面临真正意义上的强大竞争对手将是英特尔。</strong></p><p><strong>从英特尔周三美股盘初的股价走势来看，英特尔在台积电、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>以及英伟达等众多芯片股股价暴跌超5%之际，盘初逆势大涨超6%！</strong></p><p>也许，市场已经开始定价“懂王”上台后英特尔可能成为最大赢家之一，以及定价“AI后进者”之一的英特尔在下半年有望凭借廉价股价和低估值以及AI标签来吸引越来越多资金，其股价涨势有望引领整个美股芯片板块。</p><p>Melius在研报中指出，<strong>AMD 和英特尔有望从AI PC浪潮中全面获益，这两大x86架构芯片巨头集成CPU+NPU+GPU的处理器硬件将用于搭载微软Windows操作系统的全新AI PC终端设备</strong>。与此同时微软即将在其“Copilot+ PC”中推出“Recall”功能，Melius表示这可能是最接近杀手级应用所带来的升级理由。</p><p><strong>在Melius看来，AI PC或将是英特尔股价持续上行的重要催化剂，英特尔数十年来深耕于PC端的x86架构CPU领域，早已在PC领域具备强大的软硬件与供应链合作体系以及庞大的忠诚用户群体。</strong></p><p>英特尔全新推出的酷睿Ultra 处理器将AI专用的神经处理单元(NPU)与Arc GPU集成至CPU，其中NPU专门用于AI推理任务加速，这一款集成CPU+NPU+GPU的中央处理器被设计为公司“最高效的处理器”，标志着AI PC时代正式到来。英特尔面向笔记本电脑的 Lunar Lake 处理器拟定于 2024 年下半年上市，这款芯片具有“全新的低功耗架构以及显著的 IPC 改进”，GPU 和 NPU模块的AI数据处理性能则比Meteor Lake 高出三倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7717f97d092b60da164b74cafe3dd0e\" title=\"\" tg-width=\"998\" tg-height=\"554\"/></p><p>研究机构Canalys最新预测数据显示，<strong>2024年堪称“AI PC元年”，预计2024年全球AI PC出货量将达到 5100 万台，占个人电脑(PC) 总出货量的 19%。但这仅是市场转型的开始，预计到 2028 年，AI PC出货量将达到2.08亿台，预计届时占PC总出货量份额有望超过70%，2024 年至 2028 年期间的复合年增长率(CAGR)将达到惊人的42%。</strong></p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达等AI巨头狂跌之际，华尔街有了新宠：“AI后进者们”</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; 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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英伟达等AI巨头狂跌之际，华尔街有了新宠：“AI后进者们”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-17 22:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1152328.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三，英伟达等AI巨头们股价狂跌。未来，华尔街依然看好AI热潮，但将目光锁定在今年以来涨势远不如英伟达的英特尔与AMD等“AI后进者们”。相比于英伟达、美光科技，以及博通等今年以来动辄60%以上涨幅的热门芯片巨头，英特尔与AMD这两大芯片巨头股价则显得疲软得多。华尔街知名投资机构Melius Research发布报告称，AI领域的这些“后进者们”，比如英特尔、AMD 、IBM甚至包括苹果的股价...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1152328.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/e39f5931d4cf3fccc49c0e890fceb462","relate_stocks":{"BK4581":"高盛持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4549":"软银资本持仓","NVDA":"英伟达","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","QCOM":"高通","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4529":"IDC概念","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc 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\"AG\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1152328.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2452157210","content_text":"周三，英伟达等AI巨头们股价狂跌。未来，华尔街依然看好AI热潮，但将目光锁定在今年以来涨势远不如英伟达的英特尔与AMD等“AI后进者们”。相比于英伟达、美光科技，以及博通等今年以来动辄60%以上涨幅的热门芯片巨头，英特尔与AMD这两大芯片巨头股价则显得疲软得多。华尔街知名投资机构Melius Research发布报告称，AI领域的这些“后进者们”，比如英特尔、AMD 、IBM甚至包括苹果的股价涨势可能将在今年下半年开始追赶英伟达、微软和谷歌等人工智能领域的绝对领军者，引领新一轮的“AI投资狂潮”。这里的后进者并非指它们在AI技术方面处于发展落后态势，而是指它们在某一特定领域的发力布局时间相对较晚，市场份额远不及行业领军者，或者股价涨势落后于领军者们。比如全球AI芯片领导者英伟达在数据中心AI芯片领域份额接近90%，AMD份额则远远不及英伟达，但英伟达垄断地位毫无疑问将面临来自AMD的巨大威胁。英特尔虽然在数据中心AI芯片市场显得毫无份额可言，但凭借x86生态优势参与布局AI PC或将提振英特尔估值。IBM相比于OpenAI、微软以及谷歌等AI领域大模型领军者的份额无疑处于相对劣势，但是凭借深度布局AI开发者生态平台以及依靠强大的开源联盟助力，属于“AI后进者”之一的IBM有望在AI大模型这一市场无比庞大的领域分一杯羹。苹果是否属于“AI后进者”则存在一定争议，一方面它属于“七大科技巨头”，股价层面有过分透支预期的可能性，另一方面它布局AI大模型的时间确实非常晚，但是凭借强大的iOS生态有望借助AI智能手机实现在大模型份额方面与OpenAI“平起平坐”。在全球最大规模资管巨头贝莱德(BlackRock Inc.)，以及欧洲资管巨头法国巴黎银行资产管理机构(BNP Paribas Asset Management)等全球大型资管机构的基金经理和市场策略师们看来，全球股市围绕人工智能的这股史无前例投资狂潮远未宣告结束，新一轮的“AI投资狂潮”将继续驱动全球股市“长牛走势”——即不断创下历史新高。甚至有经济学家预言，基于AI技术发展的乐观情绪推动下的额外多重扩张预期，将推动美股基准指数——标普500指数在2025年创下7000点这一历史峰值。华尔街投资机构押注，在上一轮AI狂潮推动之下经历了长达18个月的上涨后，“七大科技巨头”(Magnificent 7)可能会失去股价继续飙升的动力，因此他们将注意力转向了Melius Research所称的这些“人工智能后进者们”。占据标普500指数高额权重的美股七大科技巨头，即“Magnificent 7”，包括：苹果、微软、谷歌、特斯拉、英伟达、亚马逊以及Meta Platforms。全球投资者们在2023年全年以及2024年上半年持续蜂拥而至七大科技巨头，他们纷纷押注，在全球企业纷纷斥巨资布局生成式AI的这股狂热浪潮之下，由于苹果和谷歌等科技巨头们的庞大市场规模和财务实力，它们处于利用人工智能技术扩展营收的最佳位置。Melius Research强调，包括英特尔、AMD和IBM，甚至苹果在内的这些科技公司均全面涉足人工智能领域，但在2023年以及今年上半年未能赶上人工智能领域最大赢家，比如英伟达的无与伦比涨幅。过去一个月，英特尔、AMD和IBM这三家公司的股价表现明显优于科技巨头，而人工智能的代表龙头英伟达等科技巨头同期的股价表现则略有下滑。英特尔，也许是新一轮“AI投资狂潮”的最大AI赢家。特朗普胜选已经成为多数投资者的基本共识，而从最新的消息来看，有着“懂王”称号特朗普在贸易保护主义政策方面可能相比于2016年他上台时以及拜登政府时期更加猛烈。可以想象的是，奉行贸易保护政策、迫切希望高端制造业回流美国本土的“懂王”如果成功上台，未来对于英特尔的补贴支持力度或将不断升级。“AI后进者们”迎来这一强大趋势助力：美股投资风格切换至关重要的是，不仅在股价涨幅、市场情绪和盈利预期方面处于优势，“AI后进者们”业绩预期门槛也非常低，意味着业绩实现超预期相比于英伟达等股价飙升的巨头们容易得多，这表明它们在2024年剩下的时间里可能处于非常有利的地位。美股风格切换也将有助于这些“AI后进者们”股价涨势，近期表现强劲的美股小盘股远超七大科技巨头。随着美联储降息预期大幅升温，市场资金开始转向七大科技巨头以外的那些潜在涨势十足的公司，毕竟巨头们估值已经非常高，市场在降息环境下青睐于股价更便宜且具备一定投资热度的股票标的，英特尔等“AI后进者们”无疑属于这一代表，不仅具有AI这一标签，还具备强大的基本面支撑。追踪小型科技股的指数周二上涨3%，创下去年12月以来的最大单日涨幅，而大型科技股指数下跌0.4%。尽管今年大盘股仍是表现出众的决定性因素，但过去一个月小盘股受到青睐。小盘科技股指数上涨了10%以上，而大型股的涨幅仅仅为3.8%。Melius分析师本•雷茨(Ben Reitzes)在近日发布的一份报告中写道:“我们相信，市场对于那些半导体、硬件以及软件行业的预期较低的企业将出现‘追赶’交易行情，即涨势追赶那些估值高企的行业领军者。”他补充表示，类似的情况在2023年也出现过，上半年“弱势企业”在下半年股价表现良好。值得注意的是，雷茨将七大科技巨头之一的苹果列入了“AI后进者”名单。自4月份以来，这家消费电子巨头的股价一直在稳步上涨，尤其自从苹果展示了人们期待已久的智能手机人工智能功能以来，股价一直尤为强劲。来自Baird的科技板块策略团队表示，投资者开始转向基本面强劲但业绩预期非常低的股票，尤其是与AI相关的股票，这为它们的涨势留下颇具想象的空间。他表示:“人工智能领头羊们在过去一年翻了一番，今后可能将面临放缓。”“即使不是火箭科学家也会认为这些股票被过度持有，而且那些被忽视的股票可能会被不断补上。”Baird还特别提到了其他他认为会从这一交易中受益的股票，包括软件公司F5 Inc.、电子测量仪器公司Keysight Technologies Inc.，以及半导体相关公司Diodes Inc.、Coherent Corp.、Lumentum Holdings Inc.和Aehr Test Systems。今年上半年，英伟达、微软以及谷歌等大型科技股推高了整个美股市场，这些公司的估值也来到了历史高位，使它们的涨势在2024年剩下的时间里面临更艰难的处境。花旗集团(Citigroup)的策略团队近期建议投资者们对于这些科技巨头实行获利了结策略，并“在整个价值链中重新平衡更广泛的人工智能股票”。Bloomberg Intelligence预测数据显示，七大科技巨头利润增幅将大幅放缓。与此同时，像英伟达和微软这样的人工智能大赢家的股价相对于它们的长期市盈率有很大溢价，相比之下，IBM和英特尔这样的落后者估值就显得很便宜。若“懂王”归来，英特尔将是下半年最大AI赢家?投资者们普遍认为特朗普遇袭事件可能将成为美国大选的最重要转折点之一，全面强化特朗普的政治领袖形象，尤其在支持者们心中，他被视为美国历史性的英雄之一，甚至有媒体将他与罗斯福相提并论。甚至在一些共和党支持者看来，特朗普在“上帝庇佑”之下躲过子弹，意味着下一任总统非他莫属。相比之下，来自民主党的对手——现任总统拜登的在临场反应、演讲逻辑甚至党内支持率等方面的弱点更为凸显。美国2024大选预测平台Polymarket显示，特朗普在11月大选中获胜的概率在遭遇枪击事件后飙升约10个百分点，达到70%。而其竞争对手拜登的胜选概率则进一步跌至18%。因此，特朗普胜选已经成为多数投资者的基本共识，而从最新的消息来看，有着“懂王”称号特朗普在贸易保护主义政策方面可能相比于2016年他上台时以及拜登政府时期更加猛烈。可以想象到的是，奉行贸易保护政策、迫切希望高端制造业回流美国本土的“懂王”如果成功上台，未来对于英特尔的补贴支持力度可谓将不断升级，也许“芯片代工之王”台积电不久后将面临真正意义上的强大竞争对手将是英特尔。从英特尔周三美股盘初的股价走势来看，英特尔在台积电、阿斯麦以及英伟达等众多芯片股股价暴跌超5%之际，盘初逆势大涨超6%！也许，市场已经开始定价“懂王”上台后英特尔可能成为最大赢家之一，以及定价“AI后进者”之一的英特尔在下半年有望凭借廉价股价和低估值以及AI标签来吸引越来越多资金，其股价涨势有望引领整个美股芯片板块。Melius在研报中指出，AMD 和英特尔有望从AI PC浪潮中全面获益，这两大x86架构芯片巨头集成CPU+NPU+GPU的处理器硬件将用于搭载微软Windows操作系统的全新AI PC终端设备。与此同时微软即将在其“Copilot+ PC”中推出“Recall”功能，Melius表示这可能是最接近杀手级应用所带来的升级理由。在Melius看来，AI PC或将是英特尔股价持续上行的重要催化剂，英特尔数十年来深耕于PC端的x86架构CPU领域，早已在PC领域具备强大的软硬件与供应链合作体系以及庞大的忠诚用户群体。英特尔全新推出的酷睿Ultra 处理器将AI专用的神经处理单元(NPU)与Arc GPU集成至CPU，其中NPU专门用于AI推理任务加速，这一款集成CPU+NPU+GPU的中央处理器被设计为公司“最高效的处理器”，标志着AI PC时代正式到来。英特尔面向笔记本电脑的 Lunar Lake 处理器拟定于 2024 年下半年上市，这款芯片具有“全新的低功耗架构以及显著的 IPC 改进”，GPU 和 NPU模块的AI数据处理性能则比Meteor Lake 高出三倍。研究机构Canalys最新预测数据显示，2024年堪称“AI PC元年”，预计2024年全球AI PC出货量将达到 5100 万台，占个人电脑(PC) 总出货量的 19%。但这仅是市场转型的开始，预计到 2028 年，AI PC出货量将达到2.08亿台，预计届时占PC总出货量份额有望超过70%，2024 年至 2028 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一片唱多背景下还是高开低走，为出货掩护的嫌疑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/327773735944248","isVote":1,"tweetType":1,"viewCount":2645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326609192345696,"gmtCreate":1720740087063,"gmtModify":1720740089146,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"空头的号角而已","listText":"空头的号角而已","text":"空头的号角而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326609192345696","repostId":"1182247194","repostType":2,"repost":{"id":"1182247194","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":1720712608,"share":"https://www.laohu8.com/m/news/1182247194?lang=&edition=full","pubTime":"2024-07-11 23:43","market":"us","language":"zh","title":"特斯拉将Robotaxi发布时间从8月推迟到10月，为给团队更多时间？","url":"https://stock-news.laohu8.com/highlight/detail?id=1182247194","media":"老虎资讯综合","summary":"特斯拉短线跳水。","content":"<html><head></head><body><p>周四，特斯拉盘中跳水快速走低，截至发稿跌幅超7%，为3月4日以来最大跌幅。<strong>据知情人士透露，特斯拉公司将自动驾驶出租车Robotaxi的发布时间从8月推迟到10月，以便让该项目的团队有更多时间制造更多的汽车原型。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/029c74c384236f62a597e4e1479aecc7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉股价此前11连涨，因为交易员押注埃隆·马斯克可以将这家汽车公司转变为人工智能大厂。投资者原本期待马斯克在8月8日推出Robotaxi可以令该公司在AI领域的领先地位得到巩固。</p></body></html>","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\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉将Robotaxi发布时间从8月推迟到10月，为给团队更多时间？\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\">2024-07-11 23:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，特斯拉盘中跳水快速走低，截至发稿跌幅超7%，为3月4日以来最大跌幅。<strong>据知情人士透露，特斯拉公司将自动驾驶出租车Robotaxi的发布时间从8月推迟到10月，以便让该项目的团队有更多时间制造更多的汽车原型。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/029c74c384236f62a597e4e1479aecc7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉股价此前11连涨，因为交易员押注埃隆·马斯克可以将这家汽车公司转变为人工智能大厂。投资者原本期待马斯克在8月8日推出Robotaxi可以令该公司在AI领域的领先地位得到巩固。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62d54876ca1217a4c47fe9f92f56d1fb","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182247194","content_text":"周四，特斯拉盘中跳水快速走低，截至发稿跌幅超7%，为3月4日以来最大跌幅。据知情人士透露，特斯拉公司将自动驾驶出租车Robotaxi的发布时间从8月推迟到10月，以便让该项目的团队有更多时间制造更多的汽车原型。特斯拉股价此前11连涨，因为交易员押注埃隆·马斯克可以将这家汽车公司转变为人工智能大厂。投资者原本期待马斯克在8月8日推出Robotaxi可以令该公司在AI领域的领先地位得到巩固。","news_type":1},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307930434343224,"gmtCreate":1716200170972,"gmtModify":1716200173036,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"空军操盘手太，转融通推手，成事不足","listText":"空军操盘手太，转融通推手，成事不足","text":"空军操盘手太，转融通推手，成事不足","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307930434343224","repostId":"1101148490","repostType":2,"repost":{"id":"1101148490","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":1716193830,"share":"https://www.laohu8.com/m/news/1101148490?lang=&edition=full","pubTime":"2024-05-20 16:30","market":"hk","language":"zh","title":"消息称中国证监会高层本周将与欧洲投资者会面","url":"https://stock-news.laohu8.com/highlight/detail?id=1101148490","media":"老虎资讯综合","summary":"中国证监会副主席方星海将于周三在巴黎、周四在伦敦与投资者进行交流。","content":"<html><head></head><body><p>彭博引述知情人士透露，中国市场监管机构计划本周在欧洲与投资者会面，这是当局为增强投资者对中国股市的兴趣而采取的广泛举措之一。知情人士称，中国证监会副主席方星海将于周三在巴黎、周四在伦敦与投资者进行交流。</p><p>据彭博看到的会议议程，中国央行、国家金融监督管理总局和国家外汇管理局的高层官员将发表主旨演讲。中国联通、洛阳钼业和赣锋锂业等15家中国上市公司的高管也将参会。</p></body></html>","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>消息称中国证监会高层本周将与欧洲投资者会面</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消息称中国证监会高层本周将与欧洲投资者会面\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\">2024-05-20 16:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>彭博引述知情人士透露，中国市场监管机构计划本周在欧洲与投资者会面，这是当局为增强投资者对中国股市的兴趣而采取的广泛举措之一。知情人士称，中国证监会副主席方星海将于周三在巴黎、周四在伦敦与投资者进行交流。</p><p>据彭博看到的会议议程，中国央行、国家金融监督管理总局和国家外汇管理局的高层官员将发表主旨演讲。中国联通、洛阳钼业和赣锋锂业等15家中国上市公司的高管也将参会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/718d9d0cee89dacb8ae3664167fe24e6","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101148490","content_text":"彭博引述知情人士透露，中国市场监管机构计划本周在欧洲与投资者会面，这是当局为增强投资者对中国股市的兴趣而采取的广泛举措之一。知情人士称，中国证监会副主席方星海将于周三在巴黎、周四在伦敦与投资者进行交流。据彭博看到的会议议程，中国央行、国家金融监督管理总局和国家外汇管理局的高层官员将发表主旨演讲。中国联通、洛阳钼业和赣锋锂业等15家中国上市公司的高管也将参会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301995864867120,"gmtCreate":1714735643542,"gmtModify":1714735646475,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"不相信就不要投资","listText":"不相信就不要投资","text":"不相信就不要投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301995864867120","repostId":"1192109845","repostType":2,"repost":{"id":"1192109845","kind":"news","pubTimestamp":1714719411,"share":"https://www.laohu8.com/m/news/1192109845?lang=&edition=full","pubTime":"2024-05-03 14:56","market":"us","language":"zh","title":"GAM投资总监：特斯拉的“全自动驾驶”只是噱头！","url":"https://stock-news.laohu8.com/highlight/detail?id=1192109845","media":"金十数据","summary":"全自动驾驶(FSD)缺乏成为真正“自动驾驶”技术典范的品质。","content":"<html><head></head><body><ul style=\"\"><li><p><strong>GAM投资总监Mark Hawtin表示，围绕特斯拉在中国的全自动驾驶产品的能力的预期具有误导性；</strong></p></li><li><p><strong>Hawtin表示，全自动驾驶(FSD)缺乏成为真正“自动驾驶”技术典范的品质；</strong></p></li><li><p><strong>“这绝不是自动驾驶，”他告诉CNBC，并补充说所谓的“FSD”目前已经在美国和英国推出。</strong></p></li></ul><p style=\"text-align: justify;\">据一位顶级科技投资者称，电动汽车巨头特斯拉(TSLA.O)在中国推出先进的驾驶辅助功能的消息并不像投资者认为的那样具有开创性。</p><p style=\"text-align: justify;\">GAM投资管理公司的投资总监Mark Hawtin专注于投资于颠覆性增长和技术股的投资，他在周四告诉CNBC，这种期望是误导性的，<strong>特斯拉的全自动驾驶服务并没有提供完全的自动驾驶</strong>。</p><p style=\"text-align: justify;\">“我们应该说一下他们在做什么——每个人都在谈论这种全自动驾驶能力，”Hawtin告诉CNBC。“<strong>他们在中国能够做到的，是他们在美国或英国已经做到的，那就是辅助驾驶功能</strong>。”</p><p style=\"text-align: justify;\">本周一，特斯拉股价大幅上涨，创下了自2021年3月以来的最大单日涨幅，因为它向在中国推出FSD迈出了重要一步。特斯拉上周日表示，在通过了中国的数据安全要求后，中国地方当局解除了对特斯拉汽车的限制。这提高了人们对特斯拉FSD将很快在中国上市的预期。</p><p style=\"text-align: justify;\">但Hawtin表示，<strong>该公司所谓的全自动驾驶服务缺乏成为真正“自动驾驶”技术典范的品质</strong>。</p><p style=\"text-align: justify;\">“这绝不是自动驾驶，”他告诉CNBC。他认为，<strong>能够实现“真正自主”的特斯拉FSD版本还需要5到10年的时间</strong>。</p><p style=\"text-align: justify;\">Hawtin表示，特斯拉与百度(BIDU.O)的交易对百度来说是一个比特斯拉更大的短期胜利，并补充说，在中国，比亚迪股份(01211.HK)、华为、小鹏汽车(XPEV.N)、理想汽车(LI.O)车和小米集团(01810.HK)等公司都在提供二级自动驾驶技术，竞争非常激烈。</p><p style=\"text-align: justify;\">完全自动驾驶（FSD）是特斯拉自动驾驶辅助的升级版。<strong>特斯拉还没有制造或销售能够完全自动驾驶的汽车。</strong>该公司销售的是“二级”驾驶辅助系统，以FSD品牌推广。</p><p style=\"text-align: justify;\">根据SAE标准制定组织的说法，“三级”辅助驾驶，也被称为“条件自动驾驶”，需要处理驾驶所有方面的系统，但仍然需要驾驶员在场。</p><p style=\"text-align: justify;\">特斯拉多年来一直在中国提供FSD技术，但其功能有限，仅限于自动变道等操作。</p><p style=\"text-align: justify;\">GAM不持有特斯拉的股票，Hawtin说他个人也不持有特斯拉的股票。</p></body></html>","source":"jssj","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>GAM投资总监：特斯拉的“全自动驾驶”只是噱头！</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\">\nGAM投资总监：特斯拉的“全自动驾驶”只是噱头！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-03 14:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/137899><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GAM投资总监Mark Hawtin表示，围绕特斯拉在中国的全自动驾驶产品的能力的预期具有误导性；Hawtin表示，全自动驾驶(FSD)缺乏成为真正“自动驾驶”技术典范的品质；“这绝不是自动驾驶，”他告诉CNBC，并补充说所谓的“FSD”目前已经在美国和英国推出。据一位顶级科技投资者称，电动汽车巨头特斯拉(TSLA.O)在中国推出先进的驾驶辅助功能的消息并不像投资者认为的那样具有开创性。GAM...</p>\n\n<a href=\"https://xnews.jin10.com/details/137899\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c2c60caa19f41394ab069eacf191ffb","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/details/137899","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192109845","content_text":"GAM投资总监Mark Hawtin表示，围绕特斯拉在中国的全自动驾驶产品的能力的预期具有误导性；Hawtin表示，全自动驾驶(FSD)缺乏成为真正“自动驾驶”技术典范的品质；“这绝不是自动驾驶，”他告诉CNBC，并补充说所谓的“FSD”目前已经在美国和英国推出。据一位顶级科技投资者称，电动汽车巨头特斯拉(TSLA.O)在中国推出先进的驾驶辅助功能的消息并不像投资者认为的那样具有开创性。GAM投资管理公司的投资总监Mark Hawtin专注于投资于颠覆性增长和技术股的投资，他在周四告诉CNBC，这种期望是误导性的，特斯拉的全自动驾驶服务并没有提供完全的自动驾驶。“我们应该说一下他们在做什么——每个人都在谈论这种全自动驾驶能力，”Hawtin告诉CNBC。“他们在中国能够做到的，是他们在美国或英国已经做到的，那就是辅助驾驶功能。”本周一，特斯拉股价大幅上涨，创下了自2021年3月以来的最大单日涨幅，因为它向在中国推出FSD迈出了重要一步。特斯拉上周日表示，在通过了中国的数据安全要求后，中国地方当局解除了对特斯拉汽车的限制。这提高了人们对特斯拉FSD将很快在中国上市的预期。但Hawtin表示，该公司所谓的全自动驾驶服务缺乏成为真正“自动驾驶”技术典范的品质。“这绝不是自动驾驶，”他告诉CNBC。他认为，能够实现“真正自主”的特斯拉FSD版本还需要5到10年的时间。Hawtin表示，特斯拉与百度(BIDU.O)的交易对百度来说是一个比特斯拉更大的短期胜利，并补充说，在中国，比亚迪股份(01211.HK)、华为、小鹏汽车(XPEV.N)、理想汽车(LI.O)车和小米集团(01810.HK)等公司都在提供二级自动驾驶技术，竞争非常激烈。完全自动驾驶（FSD）是特斯拉自动驾驶辅助的升级版。特斯拉还没有制造或销售能够完全自动驾驶的汽车。该公司销售的是“二级”驾驶辅助系统，以FSD品牌推广。根据SAE标准制定组织的说法，“三级”辅助驾驶，也被称为“条件自动驾驶”，需要处理驾驶所有方面的系统，但仍然需要驾驶员在场。特斯拉多年来一直在中国提供FSD技术，但其功能有限，仅限于自动变道等操作。GAM不持有特斯拉的股票，Hawtin说他个人也不持有特斯拉的股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284657307803928,"gmtCreate":1710502121341,"gmtModify":1710502123566,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"想拿筹码就找理由说风险","listText":"想拿筹码就找理由说风险","text":"想拿筹码就找理由说风险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284657307803928","repostId":"2419961035","repostType":2,"repost":{"id":"2419961035","kind":"highlight","pubTimestamp":1710470700,"share":"https://www.laohu8.com/m/news/2419961035?lang=&edition=full","pubTime":"2024-03-15 10:45","market":"us","language":"en","title":"TSMC’s 110% Rally Draws Caution, Even From the Bulls","url":"https://stock-news.laohu8.com/highlight/detail?id=2419961035","media":"Bloomberg","summary":"The stock has traded at overbought levels for about two monthsTSMC shares at largest-ever premium to consensus price targetTSMC in January said its AI revenue is growing at 50% annually and should com","content":"<html><head></head><body><ul style=\"\"><li><p>The stock has traded at overbought levels for about two months</p></li><li><p>TSMC shares at largest-ever premium to consensus price target</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16b72055817195749bc25c8f8b4a1dbe\" alt=\"TSMC in January said its AI revenue is growing at 50% annually and should comprise somewhere in the “high-teens” by 2027.\" title=\"TSMC in January said its AI revenue is growing at 50% annually and should comprise somewhere in the “high-teens” by 2027.\" tg-width=\"2000\" tg-height=\"1333\"/><span>TSMC in January said its AI revenue is growing at 50% annually and should comprise somewhere in the “high-teens” by 2027.</span></p><p style=\"text-align: start;\">The rapid ascent in Taiwan Semiconductor Manufacturing Co. is making it harder to ignore risks for the world’s largest contract chipmaker, even for its staunchest supporters.</p><p style=\"text-align: start;\">TSMC’s shares have surged more than 110% from an October 2022 low amid the global investor mania over artificial intelligence, tracking gains in key customer Nvidia Corp. Although AI-related revenue accounted for just 6% of TSMC’s total revenue last year, the market has been pricing in a big jump in that figure on the promise of an explosion in demand.</p><p style=\"text-align: start;\">The stock’s relative strength index has been in overbought territory for much of the past two months, signaling the rally has gone too far, too fast. It’s also surged to its biggest premium on record over the average analyst price target.</p><p style=\"text-align: start;\">Morningstar Inc. analyst Phelix Lee has one of the street’s highest targets, but admits some nervousness over how long AI growth can remain at elevated levels. His estimate of NT$950 implies upside of more than 20%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0aca3d83dd789f097759ba8e0cc75cda\" tg-width=\"1200\" tg-height=\"675\"/></p><p>“If I look at the order book, I would be a little bit concerned of how sustainable the AI demand is across the time span of three to five years, because you can’t really spend several tens of billions on data centers every single year,” Lee said.</p><p>TSMC in January said its AI revenue is growing at 50% annually and should comprise somewhere in the “high-teens” by 2027. The company is building plants in the US, Japan and Germany as it races to supply needs for AI chips used in data centers operated by global powerhouses including Amazon.com Inc. and Microsoft Corp.</p><p style=\"text-align: start;\">Geopolitical concerns cloud the outlook, given Washington-Beijing trade tensions and the possible impact of this year’s US presidential election. Morningstar’s Lee said it’s unclear whether TSMC’s strong order book has been powered mainly by end-demand for AI products or inventory stocking by American clients looking to hedge policy uncertainty.</p><p>Another risk is how quickly Apple Inc. — which accounts for more than 20% of the Taiwanese foundry’s sales — can counter the downturn in the smartphone industry and succeed in adding AI features to its devices, according to Kevin Wang, an analyst at Mizuho Securities Asia Ltd.</p><p style=\"text-align: start;\">“For iPhones, indeed we saw the demand actually is getting weaker in China, so that might have some potential risk for their orders,” Wang said.</p><p style=\"text-align: start;\">Despite such worries, both Morningstar and Mizuho remain optimistic about TSMC’s stock, which has 35 buy ratings and just one hold recommendation, with zero sell calls.</p><p style=\"text-align: start;\">While debate about overheating continues to track the prolonged global AI rally, analysts seem to agree that valuation is not a concern for TSMC. The stock is trading at 16 times estimated earnings for next year, which is about in line with its five-year median and ranks near the lowest in a gauge of major global chip peers.</p><p style=\"text-align: start;\">“It’s hard to draw a conclusion that there is a bubble in AI stocks,” said Daniel Liang, a Taipei-based portfolio manager at Cathay Securities Investment Trust, whose fund has TSMC as one of its biggest holdings. “For any company that has more than 10% revenue contribution from AI, a valuation of 30 times to earnings is not demanding to me.”</p></body></html>","source":"lsy1584095487587","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>TSMC’s 110% Rally Draws Caution, Even From the Bulls</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\">\nTSMC’s 110% Rally Draws Caution, Even From the Bulls\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-15 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-03-15/tsmc-s-110-rally-draws-caution-even-from-the-bulls-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock has traded at overbought levels for about two monthsTSMC shares at largest-ever premium to consensus price targetTSMC in January said its AI revenue is growing at 50% annually and should ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-03-15/tsmc-s-110-rally-draws-caution-even-from-the-bulls-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4527":"明星科技股","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4588":"碎股","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","BK4141":"半导体产品","BK4526":"热门中概股","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4503":"景林资产持仓","TSM":"台积电","BK4532":"文艺复兴科技持仓","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4505":"高瓴资本持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","BK4512":"苹果概念","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4548":"巴美列捷福持仓","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4591":"室温超导概念","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC"},"source_url":"https://www.bloomberg.com/news/articles/2024-03-15/tsmc-s-110-rally-draws-caution-even-from-the-bulls-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419961035","content_text":"The stock has traded at overbought levels for about two monthsTSMC shares at largest-ever premium to consensus price targetTSMC in January said its AI revenue is growing at 50% annually and should comprise somewhere in the “high-teens” by 2027.The rapid ascent in Taiwan Semiconductor Manufacturing Co. is making it harder to ignore risks for the world’s largest contract chipmaker, even for its staunchest supporters.TSMC’s shares have surged more than 110% from an October 2022 low amid the global investor mania over artificial intelligence, tracking gains in key customer Nvidia Corp. Although AI-related revenue accounted for just 6% of TSMC’s total revenue last year, the market has been pricing in a big jump in that figure on the promise of an explosion in demand.The stock’s relative strength index has been in overbought territory for much of the past two months, signaling the rally has gone too far, too fast. It’s also surged to its biggest premium on record over the average analyst price target.Morningstar Inc. analyst Phelix Lee has one of the street’s highest targets, but admits some nervousness over how long AI growth can remain at elevated levels. His estimate of NT$950 implies upside of more than 20%.“If I look at the order book, I would be a little bit concerned of how sustainable the AI demand is across the time span of three to five years, because you can’t really spend several tens of billions on data centers every single year,” Lee said.TSMC in January said its AI revenue is growing at 50% annually and should comprise somewhere in the “high-teens” by 2027. The company is building plants in the US, Japan and Germany as it races to supply needs for AI chips used in data centers operated by global powerhouses including Amazon.com Inc. and Microsoft Corp.Geopolitical concerns cloud the outlook, given Washington-Beijing trade tensions and the possible impact of this year’s US presidential election. Morningstar’s Lee said it’s unclear whether TSMC’s strong order book has been powered mainly by end-demand for AI products or inventory stocking by American clients looking to hedge policy uncertainty.Another risk is how quickly Apple Inc. — which accounts for more than 20% of the Taiwanese foundry’s sales — can counter the downturn in the smartphone industry and succeed in adding AI features to its devices, according to Kevin Wang, an analyst at Mizuho Securities Asia Ltd.“For iPhones, indeed we saw the demand actually is getting weaker in China, so that might have some potential risk for their orders,” Wang said.Despite such worries, both Morningstar and Mizuho remain optimistic about TSMC’s stock, which has 35 buy ratings and just one hold recommendation, with zero sell calls.While debate about overheating continues to track the prolonged global AI rally, analysts seem to agree that valuation is not a concern for TSMC. The stock is trading at 16 times estimated earnings for next year, which is about in line with its five-year median and ranks near the lowest in a gauge of major global chip peers.“It’s hard to draw a conclusion that there is a bubble in AI stocks,” said Daniel Liang, a Taipei-based portfolio manager at Cathay Securities Investment Trust, whose fund has TSMC as one of its biggest holdings. “For any company that has more than 10% revenue contribution from AI, a valuation of 30 times to earnings is not demanding to me.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":622102476,"gmtCreate":1675254971195,"gmtModify":1675256375890,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","listText":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","text":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/622102476","repostId":"2308081283","repostType":4,"repost":{"id":"2308081283","kind":"highlight","pubTimestamp":1675246269,"share":"https://www.laohu8.com/m/news/2308081283?lang=&edition=full","pubTime":"2023-02-01 18:11","market":"us","language":"zh","title":"小摩：2023年市场最大风险是经济不衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=2308081283","media":"智通财经网","summary":"小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和","content":"<html><head></head><body><p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。</p><p>自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。</p><p>标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。</p><p>但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。</p><p>美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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href=http://www.zhitongcaijing.com/content/detail/869739.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/869739.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/11c9defb5a6364fafa902e502b1d3974","relate_stocks":{"LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0971096721.USD":"富达环球金融服务 A","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC 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Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358266394,"gmtCreate":1616700998018,"gmtModify":1616700998018,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a 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It has a deal with Volvo to put its sensors on the road starting next year.</p>\n<p>Sales for the quarter ended Sept. 30 totaled $8 million and adjusted losses were 10 cents per share. Analysts had expected sales of $8.89 million and adjusted losses of 10 cents per share, according to IBES data from Refinitiv.</p>\n<p>Luminar said it was maintaining its full-year sales forecast of $30 million to $33 million. Analysts expect full-year sales of $31.17 million, according to Refinitiv data.</p>\n<p><img src=\"https://static.tigerbbs.com/21bbcc2a68fe8245d019b649d870c724\" tg-width=\"876\" tg-height=\"637\" width=\"100%\" height=\"auto\"></p>","source":"highlight_streetinsider","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>Luminar 3rd-quarter sales miss Wall Street estimates, shares slip</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\">\nLuminar 3rd-quarter sales miss Wall Street estimates, shares slip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 05:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19200869><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Luminar Technologies Inc on Thursday delivered third-quarter sales that were below Wall Street expectations, sending its shares down 2% in after-hours trading.\nLuminar makes a lidar sensor...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19200869\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LAZR":"Luminar Technologies, Inc."},"source_url":"https://www.streetinsider.com/dr/news.php?id=19200869","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182206260","content_text":"(Reuters) - Luminar Technologies Inc on Thursday delivered third-quarter sales that were below Wall Street expectations, sending its shares down 2% in after-hours trading.\nLuminar makes a lidar sensor that helps self-driving cars and driver-assistance systems gain a three-dimensional view of the road. It has a deal with Volvo to put its sensors on the road starting next year.\nSales for the quarter ended Sept. 30 totaled $8 million and adjusted losses were 10 cents per share. Analysts had expected sales of $8.89 million and adjusted losses of 10 cents per share, according to IBES data from Refinitiv.\nLuminar said it was maintaining its full-year sales forecast of $30 million to $33 million. 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Inc.(LAZR)$太垃圾的骗子公司，忽悠资本高手，失败项目","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/364005717","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385551791,"gmtCreate":1613566688813,"gmtModify":1613566688813,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a>此股已死","listText":"<a 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20:05","market":"us","language":"zh","title":"媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2106528058","media":"cnBeta","summary":"媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，其在A股的股价为257元，市值为7011亿元。与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。","content":"<html><body><p>原标题：媒体曝<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>欲斥资2300亿元买入<a href=\"https://laohu8.com/S/002594\">比亚迪</a>20%股份 来源：快科技</p><p>今日，有媒体突然报道，美国特斯拉公司，<font>寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。</font>不过，当前的消息准确性正在核实。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021127/433/w969h264/20210127/6280-kicwvzr0866546.png/w720fin.jpg\"/></div><p>作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，<font>随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，</font>比亚迪也受到了车迷、投资者更热烈的关注与欢迎。</p><p>从去年年初至今，比亚迪的市值已经暴涨了近300%，并且前景市场依旧被看好，大有在资本市场，复制特斯拉神话的势头。</p><p>当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，<font>其在A股的股价为257元，市值为7011亿元。</font></p><p>与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。设计新能源汽车全产业链，比亚迪也都已通过自研方式贯通。</p><p><font>从电池、电机、三电系统、整车制造，比亚迪全部均有研发投入，目前也是国内为数不多的全产链自己制造的车企之一。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider2021127/204/w600h404/20210127/cd22-kicwvzr0732113.png/w720fin.jpg\"/></div><p>此外，前段时间，比亚迪发布了最新的“超级混动DM-i技术”，并且秦Plus是搭载该技术的首款车型。</p><p>与此前的DM车型相比较，DM-i更注重燃油经济性，<font>此前众多媒体实测秦Plus的亏电油耗，百公里仅2.6L左右，成绩相当惊人，直接超越以丰田、本田为代表的的油电混动油耗。</font></p><p>可以说，“超级混动DM-技术”的到来，直接把比亚迪的动力水平，拉到了全球第一梯队的水平。</p><p>而这势必也会为比亚迪带来更大的发展想象空间，资本向来都是抢先市场一步行动，特斯拉注意到比亚迪的迅猛发展势头，二者本身关系就是亦敌亦友，并且都作为全球知名的新能源汽车品牌，一同联手与传统汽车“作战”，也不是没有可能。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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}\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媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 20:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml><strong>cnBeta</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。不过，当前的消息准确性正在核实。作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，...</p>\n\n<a href=\"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.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/70e102e507c2847f752c0a95880de78e","relate_stocks":{"01211":"比亚迪股份","002594":"比亚迪","TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106528058","content_text":"原标题：媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。不过，当前的消息准确性正在核实。作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，比亚迪也受到了车迷、投资者更热烈的关注与欢迎。从去年年初至今，比亚迪的市值已经暴涨了近300%，并且前景市场依旧被看好，大有在资本市场，复制特斯拉神话的势头。当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，其在A股的股价为257元，市值为7011亿元。与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。设计新能源汽车全产业链，比亚迪也都已通过自研方式贯通。从电池、电机、三电系统、整车制造，比亚迪全部均有研发投入，目前也是国内为数不多的全产链自己制造的车企之一。此外，前段时间，比亚迪发布了最新的“超级混动DM-i技术”，并且秦Plus是搭载该技术的首款车型。与此前的DM车型相比较，DM-i更注重燃油经济性，此前众多媒体实测秦Plus的亏电油耗，百公里仅2.6L左右，成绩相当惊人，直接超越以丰田、本田为代表的的油电混动油耗。可以说，“超级混动DM-技术”的到来，直接把比亚迪的动力水平，拉到了全球第一梯队的水平。而这势必也会为比亚迪带来更大的发展想象空间，资本向来都是抢先市场一步行动，特斯拉注意到比亚迪的迅猛发展势头，二者本身关系就是亦敌亦友，并且都作为全球知名的新能源汽车品牌，一同联手与传统汽车“作战”，也不是没有可能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397437730,"gmtCreate":1608306687920,"gmtModify":1703852426780,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a 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