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荷马先生

荷马先生

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11-21 08:33

$Snowflake(SNOW)$ 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

02-09

台积电不答应

OpenAI创始人又一雄心：筹集数万亿美元推动全球半导体行业发展

2023-11-03

毁灭性打击？季报出来打脸疼不？胡言乱语的nonsense

PayPal, SoFi, Block, and Other Fintech Stocks Got Dealt a Devastating Blow

2023-08-02

同比还是下降

AMD传市场回暖喜讯，三季度PC业务料将环比两位数大增，盘后一度涨超5%

2023-06-13

你失望个屁，市场竞争有那么容易，分析师就是跟屁虫

NIO: Another Tremendous Disappointment

2023-06-12

那么银行存款流水更快，美国银行死得更快

美银警告美股或再次下挫：美联储或加息至6%，“我们仍然看空”

2023-06-08

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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":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4588":"碎股",".DJI":"道琼斯","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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USD"},"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":2,"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","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.","MRNA":"Moderna, Inc.","ARKW":"ARK Next Generation Internation ETF","TSLA":"特斯拉","ARKF":"ARK Fintech Innovation ETF","RDDT":"Reddit","TXG":"10x Genomics, Inc.","SNAP":"Snap Inc","SOFI":"SoFi Technologies Inc.","AMZN":"亚马逊","ABSI":"Absci Corporation.","GH":"Guardant Health Inc.","ARKK":"ARK Innovation ETF","PLTR":"Palantir Technologies Inc.","ILMN":"Illumina"},"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":2,"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","pubTimestamp":1725325238,"share":"https://www.laohu8.com/m/news/2464899759?lang=&edition=full","pubTime":"2024-09-03 09:00","market":"sg","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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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":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4574":"无人驾驶","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4548":"巴美列捷福持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","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","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) 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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":285,"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","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":"sh","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":{"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","LU0072462426.USD":"贝莱德全球配置 A2","BK4573":"虚拟现实","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4581":"高盛持仓","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","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4529":"IDC概念","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4592":"伊斯兰概念","INTC":"英特尔","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","AMD":"美国超微公司","BK4575":"芯片概念","BK4587":"ChatGPT概念","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4527":"明星科技股","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4588":"碎股","BK4579":"人工智能","BK4141":"半导体产品","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4503":"景林资产持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) 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 $130.Beyond that, AMD stands to benefit if Nvidia is indeed struggling with a chip delay. Earlier this month, media reports said volume shipments of the Blackwell B200 chip would be delayed some three months. Nvidia has said production remains on track.","news_type":1},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335225302499384,"gmtCreate":1722848632381,"gmtModify":1722848633705,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$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":618,"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","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":{"WDC":"西部数据","ORCL":"甲骨文","SQ":"Block","JILL":"J.Jill Inc.","NFLX":"奈飞","TSLA":"特斯拉","DKNG":"DraftKings Inc.","MNDY":"Monday.com Ltd.","NVDA":"英伟达","RVMD":"Revolution Medicines, Inc.","MSFT":"微软","ARRY":"Array Technologies Inc.","CVNA":"Carvana Co.","VC":"伟世通","MU":"美光科技","AMZN":"亚马逊","SPOT":"Spotify Technology S.A.","SBUX":"星巴克","AAPL":"苹果","IPAR":"依特香水","BKNG":"Booking Holdings"},"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":287,"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","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 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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":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4141":"半导体产品","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4550":"红杉资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4581":"高盛持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) 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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 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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":768,"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","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 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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":634,"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","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":359,"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","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; 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}\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":{"LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4548":"巴美列捷福持仓","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4591":"室温超导概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4527":"明星科技股","BK4588":"碎股","BK4550":"红杉资本持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4526":"热门中概股","BK4141":"半导体产品","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4503":"景林资产持仓","BK4505":"高瓴资本持仓","TSM":"台积电","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4581":"高盛持仓","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4512":"苹果概念","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) 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":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":272311623303352,"gmtCreate":1707486814088,"gmtModify":1707486815517,"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":"台积电不答应","listText":"台积电不答应","text":"台积电不答应","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272311623303352","repostId":"1132081126","repostType":4,"repost":{"id":"1132081126","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":1707446122,"share":"https://www.laohu8.com/m/news/1132081126?lang=&edition=full","pubTime":"2024-02-09 10:35","market":"us","language":"zh","title":"OpenAI创始人又一雄心：筹集数万亿美元推动全球半导体行业发展","url":"https://stock-news.laohu8.com/highlight/detail?id=1132081126","media":"老虎资讯综合","summary":"2月9日，据华尔街日报，在引领人类水平的人工智能发展的同时，OpenAI创始人Sam Altman又产生了另一个雄心壮志：筹集数万亿美元，重塑全球半导体产业。据知情人士透露，这位OpenAI CEO正在与包括阿联酋在内的投资者进行谈判，以筹集数万亿美元资金，旨在提高全球芯片制造能力，更好地推动该公司人工智能发展。其中一位知情人士表示，该项目可能需要筹集多达5万亿至7万亿美元的资金。","content":"<html><head></head><body><p>2月9日，据华尔街日报，在引领人类水平的人工智能发展的同时，OpenAI创始人Sam Altman又产生了另一个雄心壮志：筹集数万亿美元，重塑全球半导体产业。据知情人士透露，这位OpenAI CEO正在与包括阿联酋在内的投资者进行谈判，以筹集数万亿美元资金，旨在提高全球芯片制造能力，更好地推动该公司人工智能发展。其中一位知情人士表示，该项目可能需要筹集多达5万亿至7万亿美元的资金。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71ec28a0781214a1bee3e24dee1d96bd\" tg-width=\"1072\" tg-height=\"456\"/></p><p></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>OpenAI创始人又一雄心：筹集数万亿美元推动全球半导体行业发展</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI创始人又一雄心：筹集数万亿美元推动全球半导体行业发展\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\">2024-02-09 10:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月9日，据华尔街日报，在引领人类水平的人工智能发展的同时，OpenAI创始人Sam Altman又产生了另一个雄心壮志：筹集数万亿美元，重塑全球半导体产业。据知情人士透露，这位OpenAI CEO正在与包括阿联酋在内的投资者进行谈判，以筹集数万亿美元资金，旨在提高全球芯片制造能力，更好地推动该公司人工智能发展。其中一位知情人士表示，该项目可能需要筹集多达5万亿至7万亿美元的资金。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71ec28a0781214a1bee3e24dee1d96bd\" tg-width=\"1072\" tg-height=\"456\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c632e18df698aa09f0ef7cf3d4ac329","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132081126","content_text":"2月9日，据华尔街日报，在引领人类水平的人工智能发展的同时，OpenAI创始人Sam Altman又产生了另一个雄心壮志：筹集数万亿美元，重塑全球半导体产业。据知情人士透露，这位OpenAI CEO正在与包括阿联酋在内的投资者进行谈判，以筹集数万亿美元资金，旨在提高全球芯片制造能力，更好地推动该公司人工智能发展。其中一位知情人士表示，该项目可能需要筹集多达5万亿至7万亿美元的资金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":237470058262832,"gmtCreate":1699008935452,"gmtModify":1699008936962,"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":"毁灭性打击？季报出来打脸疼不？胡言乱语的nonsense","listText":"毁灭性打击？季报出来打脸疼不？胡言乱语的nonsense","text":"毁灭性打击？季报出来打脸疼不？胡言乱语的nonsense","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/237470058262832","repostId":"2378900868","repostType":2,"repost":{"id":"2378900868","pubTimestamp":1698290340,"share":"https://www.laohu8.com/m/news/2378900868?lang=&edition=full","pubTime":"2023-10-26 11:19","market":"us","language":"en","title":"PayPal, SoFi, Block, and Other Fintech Stocks Got Dealt a Devastating Blow","url":"https://stock-news.laohu8.com/highlight/detail?id=2378900868","media":"Motley Fool","summary":"Are some fintech stocks too cheap to ignore right now?","content":"<html><body><div><p>Worldline (the French payment company) issued a warning on Wednesday that sent fintech stocks like <strong><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></strong> <span>(PYPL<span> 0.73%</span>)</span>, <strong>SoFi</strong> <span>(SOFI<span> 0.35%</span>)</span>, and <strong><a href=\"https://laohu8.com/S/SQ\">Block</a></strong> <span>(SQ<span> 2.42%</span>)</span> down more than 5%. In this video, I'll explain what happened and what analysts are expecting from all these companies that have yet to report quarterly earnings. </p><p><em>*Stock prices used were from the trading day of Oct. 26, 2023. The video was published on Oct. 26, 2023.</em></p><div></div><div></div></div></body></html>","source":"fool_stock","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>PayPal, SoFi, Block, and Other Fintech Stocks Got Dealt a Devastating Blow</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\">\nPayPal, SoFi, Block, and Other Fintech Stocks Got Dealt a Devastating Blow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-26 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/10/26/paypal-sofi-block-and-other-fintech-stocks-got-dea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Worldline (the French payment company) issued a warning on Wednesday that sent fintech stocks like PayPal (PYPL 0.73%), SoFi (SOFI 0.35%), and Block (SQ 2.42%) down more than 5%. In this video, I'll ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/10/26/paypal-sofi-block-and-other-fintech-stocks-got-dea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F752409%2Fperson-holding-phone-with-paypal-app-3_paypal.jpg&op=resize&w=165&h=104","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PYPL":"PayPal","BK4588":"碎股","BK4528":"SaaS概念","BK4581":"高盛持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4227":"交易和支付处理服务","BK4106":"数据处理与外包服务","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","SQ":"Block","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2023/10/26/paypal-sofi-block-and-other-fintech-stocks-got-dea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2378900868","content_text":"Worldline (the French payment company) issued a warning on Wednesday that sent fintech stocks like PayPal (PYPL 0.73%), SoFi (SOFI 0.35%), and Block (SQ 2.42%) down more than 5%. In this video, I'll explain what happened and what analysts are expecting from all these companies that have yet to report quarterly earnings. *Stock prices used were from the trading day of Oct. 26, 2023. The video was published on Oct. 26, 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204542350418184,"gmtCreate":1690968526292,"gmtModify":1690968527543,"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":"同比还是下降","listText":"同比还是下降","text":"同比还是下降","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204542350418184","repostId":"1107190772","repostType":2,"repost":{"id":"1107190772","pubTimestamp":1690931161,"share":"https://www.laohu8.com/m/news/1107190772?lang=&edition=full","pubTime":"2023-08-02 07:06","market":"us","language":"zh","title":"AMD传市场回暖喜讯，三季度PC业务料将环比两位数大增，盘后一度涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107190772","media":"华尔街见闻","summary":"二季度AMD营收同比下降18%，仍高于市场预期，当季PC业务收入同比降54%、降幅放缓，环比猛增35%，体现PC市场环境改善。AMD三季度营收指引中值低于预期，但预计，因需求增长推动，三季度数据中心和PC相关业务都将环比两位数增长。二季度调整后毛利率50%，同比降4个百分点，环比持平一季度水平。AMD称，该业务中的半定制产品销售同比增长，但被GPU下滑抵消。","content":"<html><head></head><body><blockquote><strong>二季度AMD营收同比下降18%，仍高于市场预期，当季PC业务收入同比降54%、降幅放缓，环比猛增35%，体现PC市场环境改善。AMD三季度营收指引中值低于预期，但预计，因需求增长推动，三季度数据中心和PC相关业务都将环比两位数增长。CEO称AI参与度增长七倍多；在增加AI研发支出，目标是让AI成为公司主要增长动力；有望四季度推出MI300加速器。</strong></blockquote><p style=\"text-align: justify;\">继上周老对手<a href=\"https://wallstreetcn.com/articles/3694263\" title=\"英特尔\" target=\"_blank\" class=\"\">英特尔</a>带来个人电脑（PC）行业需求复苏将至的希望后，美国芯片巨头AMD的二季度业绩也优于预期，且预计PC相关业务销售三季度将环比猛增，进一步传递了PC市场好转的信号。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b22649c94e03b91c0187fab98899f80a\" tg-width=\"606\" tg-height=\"461\"/></p><p style=\"text-align: justify;\">财报公布前，AMD周二收涨2.8%，盘后曾跌约2%，财报公布后，AMD股价在美股盘后拉升，不但迅速转涨，而且盘后曾涨幅扩大到5%以上，截止发稿，该股涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/286c388fe51b0c8dbd9c3740778235c8\" tg-width=\"827\" tg-height=\"497\"/></p><h2 id=\"id_3888252594\">二季度营收同比降18% 仍高于市场预期</h2><p style=\"text-align: justify;\">美东时间8月2日周二美股盘后，AMD公布，今年第二季度的收入和盈利均两位数下滑，但还没有华尔街预期的降幅大：</p><ul><li><p>二季度非GAAP口径下调整后营业收入约为53.59亿美元，同比下降18%，同比连降两季，环比大致持平一季度水平，高于公司指引区间的中值53亿美元，也高于分析师预期的53.2亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e74dfc2d3f3c8c96ed9a4e1a405b8a66\" tg-width=\"640\" tg-height=\"316\"/></p><ul><li><p>二季度调整后每股收益（EPS）为0.58美元，同比下降45%，仍略高于分析师预期的0.57美元。</p></li><li><p>二季度调整后营业利润率20%，同比下降10个百分点，环比降1个百分点，还高于分析师预期的19.5%。</p></li><li><p>二季度调整后毛利率50%，同比降4个百分点，环比持平一季度水平。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a96ec9ddc77978d4edfecfab8d1a3cfc\" tg-width=\"640\" tg-height=\"312\"/></p><ul><li><p>二季度调整后营业利润10.68亿美元，符合分析师预期，同比下降46%，环比降3%；调整后净利润9.48亿美元，同比下降44%，环比降2%。</p></li></ul><p style=\"text-align: justify;\">AMD CEO苏姿丰指出，二季度业绩强劲得益于，数据中心业务中的第四代EPYC CPU和PC业务相关的Ryzen 7000 CPU销售大幅增长。</p><h2 id=\"id_1594278919\">三季度营收指引中值低于预期 数据中心和PC业务料将环比两位数增长</h2><p style=\"text-align: justify;\">业绩指引方面，AMD预计，三季度营收约为57亿美元，上下浮动3亿美元，即范围在54亿到60亿美元，中值低于分析师预期的58.4亿美元。</p><p style=\"text-align: justify;\">非GAAP口径下，剔除生产成本后，AMD预计三季度毛利率约为51%，略高于二季度的50%，和分析师预期的51.2%总体一致。</p><p style=\"text-align: justify;\">英伟达首席财务官（CFO）Jean Hu表示，公司预计，在EPYC和Ryzen处理器的需求增长推动下，第三季度，数据中心和PC市场相关的客户事业部都将环比录得两位数的百分比增长。</p><p style=\"text-align: justify;\">AMD预计，数据中心和嵌入式业务整个财年会较上年增长。</p><p style=\"text-align: justify;\">CEO苏姿丰在业绩电话会上说，预计下半年数据中心业务将大幅增长，重点在第四季度，预计该业务的下半年业绩将较上半年增长50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20d8ac4a30973761d7790adb2f504288\" tg-width=\"640\" tg-height=\"304\"/></p><h2 id=\"id_3821294773\">二季度PC业务收入同比降幅放缓 环比猛增35%</h2><p style=\"text-align: justify;\">分业务看，AMD的PC业务二季度继续同比大幅下滑，但降幅较一季度放缓。</p><ul><li><p>包括台式机和笔记本PC处理器和芯片组在内，AMD的客户事业部二季度营收9.98亿美元，同比下降54%，一季度同比剧减65.2%，二季度营收环比一季度增长35%。</p></li></ul><p style=\"text-align: justify;\">AMD表示，该业务同比下降源于PC市场疲软导致的处理器出货减少，以及整个PC供应链的大幅库存调整。同时指出，营收之所以环比猛增，源于Ryzen 7000系列CPU销售激增，以及PC市场环境改善。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5204815e80a81c5057d2eceb3bdf032\" tg-width=\"640\" tg-height=\"345\"/></p><p style=\"text-align: justify;\">二季度AMD的数据中心业务同比转为负增长。</p><ul><li><p>包括CPU、数据中心GPU、Pensando和赛灵思数据中心产品在内，AMD的数据中心事业部二季度营收13亿美元，同比下降11%，环比增长2%，一季度同比小幅增长1.5%。</p></li></ul><p style=\"text-align: justify;\">AMD指出，数据中心业务同比下滑主要源于第三代EPYC处理器的销售下降，反映出企业需求疲软，以及部分客户的云库存水平高。数据中心业务环比增长源于，第四代EPYC CPU的营收将近翻倍，EPYC CPU企业销售增长，部分抵消了半定制系统级芯片（SoC）数据中心产品的下滑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/617982b80032744333f83f34f4090577\" tg-width=\"640\" tg-height=\"344\"/></p><p style=\"text-align: justify;\">二季度游戏业务仍是AMD最大的收入源，同比降幅较一季度放缓。</p><ul><li><p>包括独立图形处理器（GPU）和半定制游戏机产品在内，AMD的游戏事业部营收16亿美元，同比下降4%，一季度同比下降6.3%。</p></li></ul><p style=\"text-align: justify;\">AMD称，该业务中的半定制产品销售同比增长，但被GPU下滑抵消。该业务二季度营收环比下降10%，主要源于GPU销售下降。</p><p style=\"text-align: justify;\">二季度AMD的嵌入式产品业务是当季唯一营收同比增长的业务，继续体现去年并购全球最大可程式化逻辑元件厂赛灵思（Xilinx）的影响。</p><ul><li><p>包括数据中心和服务器处理器、半定制系统级芯片（SoC）和视频游戏机芯片在内，AMD的企业、嵌入式和半定制事业部二季度营收15亿美元，同比增长16%，一季度同比增1.6倍。</p></li></ul><p style=\"text-align: justify;\">AMD称，该业务得到工业、视觉和医疗保健、汽车以及测试和模拟市场推动。不过，该业务环比营收下降7%，体现通信市场疲软的影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c5aafbf72fa7e6afd2da3573b9e9bf4\" tg-width=\"640\" tg-height=\"358\"/></p><h2 id=\"id_783383844\">CEO称AI参与度增长七倍多 在增加AI研发支出 有望四季度推出MI300加速器</h2><p style=\"text-align: justify;\">今年5月公布一季度财报后，AMD CEO 苏姿丰曾表示，AI现在是AMD的头号优先要务。我们正处于AI时代的早期阶段，AMD 面对这个机遇处于有利地位。AMD要将AI作为未来市场扩张的一个关键。</p><p style=\"text-align: justify;\">本周二公布二季报后，苏姿丰特别提到了AMD在AI领域的进展。她说，</p><blockquote>因为多个客户启动或扩大支持AMD Instinct加速器未来大规模部署的计划，AMD的AI参与度在本季度增长了七倍多。</blockquote><blockquote>公司在实现硬软件关键里程碑方面取得了巨大进展，将以此满足不断增长的客户对数据中心AI解决方案的需求，并有望在第四季度推出MI300加速器，并扩大产量。</blockquote><p style=\"text-align: justify;\">苏姿丰在电话业绩会上说，AMD正在增加AI相关的研发支出，公司已经制定AI战略，包括AI专用芯片和软件的开发，目标是让AI成为公司的“重要增长动力”。她说AI也可能帮助PC芯片销售。</p><p style=\"text-align: justify;\">今年6月，AMD发布对标英伟达AI芯片H100的<a href=\"https://wallstreetcn.com/articles/3691055\" title=\"大模型专用芯片\" target=\"_blank\" class=\"\">大模型专用芯片</a>，AMD的MI300X号称HBM密度高达英伟达H100的2.4倍，HBM带宽高达H100的1.6倍，单个芯片可运行多达800亿参数的模型，比H100的可运行模型大。</p><p style=\"text-align: justify;\"><a href=\"https://wallstreetcn.com/articles/3691129\" title=\"华尔街见闻见智评论\" target=\"_blank\" class=\"\">华尔街见闻见智评论</a>称，MI300X还不足以完全替代GH200，但在内存容量方面已经比英伟达GH100大，且在节能方面MI300X表现比GH200更出色，市场预估成本可能会高于H100。</p><p style=\"text-align: justify;\">另外，见智认为英伟达CUDA GPU 在许多计算密集型任务中比 AMD GPU 更快，包括 GPU 的设计和更高效的编译器优化的可用性，AMD仍无法挑战英伟达CUDA壁垒。AMD在努力提高MI300X GPU的性能，未来能否缩小与英伟达的差距，还有待观察。</p></body></html>","source":"wallstreetcn","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>AMD传市场回暖喜讯，三季度PC业务料将环比两位数大增，盘后一度涨超5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\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\">\nAMD传市场回暖喜讯，三季度PC业务料将环比两位数大增，盘后一度涨超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-02 07:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3694606><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>二季度AMD营收同比下降18%，仍高于市场预期，当季PC业务收入同比降54%、降幅放缓，环比猛增35%，体现PC市场环境改善。AMD三季度营收指引中值低于预期，但预计，因需求增长推动，三季度数据中心和PC相关业务都将环比两位数增长。CEO称AI参与度增长七倍多；在增加AI研发支出，目标是让AI成为公司主要增长动力；有望四季度推出MI300加速器。继上周老对手英特尔带来个人电脑（PC）行业需求复苏将...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694606\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://wallstreetcn.com/articles/3694606","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107190772","content_text":"二季度AMD营收同比下降18%，仍高于市场预期，当季PC业务收入同比降54%、降幅放缓，环比猛增35%，体现PC市场环境改善。AMD三季度营收指引中值低于预期，但预计，因需求增长推动，三季度数据中心和PC相关业务都将环比两位数增长。CEO称AI参与度增长七倍多；在增加AI研发支出，目标是让AI成为公司主要增长动力；有望四季度推出MI300加速器。继上周老对手英特尔带来个人电脑（PC）行业需求复苏将至的希望后，美国芯片巨头AMD的二季度业绩也优于预期，且预计PC相关业务销售三季度将环比猛增，进一步传递了PC市场好转的信号。财报公布前，AMD周二收涨2.8%，盘后曾跌约2%，财报公布后，AMD股价在美股盘后拉升，不但迅速转涨，而且盘后曾涨幅扩大到5%以上，截止发稿，该股涨超2%。二季度营收同比降18% 仍高于市场预期美东时间8月2日周二美股盘后，AMD公布，今年第二季度的收入和盈利均两位数下滑，但还没有华尔街预期的降幅大：二季度非GAAP口径下调整后营业收入约为53.59亿美元，同比下降18%，同比连降两季，环比大致持平一季度水平，高于公司指引区间的中值53亿美元，也高于分析师预期的53.2亿美元。二季度调整后每股收益（EPS）为0.58美元，同比下降45%，仍略高于分析师预期的0.57美元。二季度调整后营业利润率20%，同比下降10个百分点，环比降1个百分点，还高于分析师预期的19.5%。二季度调整后毛利率50%，同比降4个百分点，环比持平一季度水平。二季度调整后营业利润10.68亿美元，符合分析师预期，同比下降46%，环比降3%；调整后净利润9.48亿美元，同比下降44%，环比降2%。AMD CEO苏姿丰指出，二季度业绩强劲得益于，数据中心业务中的第四代EPYC CPU和PC业务相关的Ryzen 7000 CPU销售大幅增长。三季度营收指引中值低于预期 数据中心和PC业务料将环比两位数增长业绩指引方面，AMD预计，三季度营收约为57亿美元，上下浮动3亿美元，即范围在54亿到60亿美元，中值低于分析师预期的58.4亿美元。非GAAP口径下，剔除生产成本后，AMD预计三季度毛利率约为51%，略高于二季度的50%，和分析师预期的51.2%总体一致。英伟达首席财务官（CFO）Jean Hu表示，公司预计，在EPYC和Ryzen处理器的需求增长推动下，第三季度，数据中心和PC市场相关的客户事业部都将环比录得两位数的百分比增长。AMD预计，数据中心和嵌入式业务整个财年会较上年增长。CEO苏姿丰在业绩电话会上说，预计下半年数据中心业务将大幅增长，重点在第四季度，预计该业务的下半年业绩将较上半年增长50%。二季度PC业务收入同比降幅放缓 环比猛增35%分业务看，AMD的PC业务二季度继续同比大幅下滑，但降幅较一季度放缓。包括台式机和笔记本PC处理器和芯片组在内，AMD的客户事业部二季度营收9.98亿美元，同比下降54%，一季度同比剧减65.2%，二季度营收环比一季度增长35%。AMD表示，该业务同比下降源于PC市场疲软导致的处理器出货减少，以及整个PC供应链的大幅库存调整。同时指出，营收之所以环比猛增，源于Ryzen 7000系列CPU销售激增，以及PC市场环境改善。二季度AMD的数据中心业务同比转为负增长。包括CPU、数据中心GPU、Pensando和赛灵思数据中心产品在内，AMD的数据中心事业部二季度营收13亿美元，同比下降11%，环比增长2%，一季度同比小幅增长1.5%。AMD指出，数据中心业务同比下滑主要源于第三代EPYC处理器的销售下降，反映出企业需求疲软，以及部分客户的云库存水平高。数据中心业务环比增长源于，第四代EPYC CPU的营收将近翻倍，EPYC CPU企业销售增长，部分抵消了半定制系统级芯片（SoC）数据中心产品的下滑。二季度游戏业务仍是AMD最大的收入源，同比降幅较一季度放缓。包括独立图形处理器（GPU）和半定制游戏机产品在内，AMD的游戏事业部营收16亿美元，同比下降4%，一季度同比下降6.3%。AMD称，该业务中的半定制产品销售同比增长，但被GPU下滑抵消。该业务二季度营收环比下降10%，主要源于GPU销售下降。二季度AMD的嵌入式产品业务是当季唯一营收同比增长的业务，继续体现去年并购全球最大可程式化逻辑元件厂赛灵思（Xilinx）的影响。包括数据中心和服务器处理器、半定制系统级芯片（SoC）和视频游戏机芯片在内，AMD的企业、嵌入式和半定制事业部二季度营收15亿美元，同比增长16%，一季度同比增1.6倍。AMD称，该业务得到工业、视觉和医疗保健、汽车以及测试和模拟市场推动。不过，该业务环比营收下降7%，体现通信市场疲软的影响。CEO称AI参与度增长七倍多 在增加AI研发支出 有望四季度推出MI300加速器今年5月公布一季度财报后，AMD CEO 苏姿丰曾表示，AI现在是AMD的头号优先要务。我们正处于AI时代的早期阶段，AMD 面对这个机遇处于有利地位。AMD要将AI作为未来市场扩张的一个关键。本周二公布二季报后，苏姿丰特别提到了AMD在AI领域的进展。她说，因为多个客户启动或扩大支持AMD Instinct加速器未来大规模部署的计划，AMD的AI参与度在本季度增长了七倍多。公司在实现硬软件关键里程碑方面取得了巨大进展，将以此满足不断增长的客户对数据中心AI解决方案的需求，并有望在第四季度推出MI300加速器，并扩大产量。苏姿丰在电话业绩会上说，AMD正在增加AI相关的研发支出，公司已经制定AI战略，包括AI专用芯片和软件的开发，目标是让AI成为公司的“重要增长动力”。她说AI也可能帮助PC芯片销售。今年6月，AMD发布对标英伟达AI芯片H100的大模型专用芯片，AMD的MI300X号称HBM密度高达英伟达H100的2.4倍，HBM带宽高达H100的1.6倍，单个芯片可运行多达800亿参数的模型，比H100的可运行模型大。华尔街见闻见智评论称，MI300X还不足以完全替代GH200，但在内存容量方面已经比英伟达GH100大，且在节能方面MI300X表现比GH200更出色，市场预估成本可能会高于H100。另外，见智认为英伟达CUDA GPU 在许多计算密集型任务中比 AMD GPU 更快，包括 GPU 的设计和更高效的编译器优化的可用性，AMD仍无法挑战英伟达CUDA壁垒。AMD在努力提高MI300X GPU的性能，未来能否缩小与英伟达的差距，还有待观察。","news_type":1},"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186676790161576,"gmtCreate":1686614609608,"gmtModify":1686620036206,"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":"你失望个屁，市场竞争有那么容易，分析师就是跟屁虫","listText":"你失望个屁，市场竞争有那么容易，分析师就是跟屁虫","text":"你失望个屁，市场竞争有那么容易，分析师就是跟屁虫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186676790161576","repostId":"2343652526","repostType":2,"repost":{"id":"2343652526","pubTimestamp":1686587286,"share":"https://www.laohu8.com/m/news/2343652526?lang=&edition=full","pubTime":"2023-06-13 00:28","market":"us","language":"en","title":"NIO: Another Tremendous Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=2343652526","media":"seekingalpha","summary":"skynesher Last Friday, we received first quarter results from Chinese electric vehicle maker NIO (NYSE:NIO). The company, which has continued to forecast a very aggressive future growth plan, has only","content":"<html><body><p><figure><picture><img height=\"1024px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>skynesher</p></figcaption></figure></p> <p>Last Friday, we received first quarter results from Chinese electric vehicle maker NIO (<span>NYSE:NIO</span>). The company, which has continued to forecast a very aggressive future growth plan, has only disappointed time and time again. Unfortunately for investors, the latest report was<span> much of the same, with revenues again missing and guidance being extremely weak, which likely will keep sentiment on the bearish side for now.</span></p> <p>For the quarter, the company reported total revenues of $1.55 billion. Not only did this number miss street estimates by about $80 million, but it was less than 8% growth over the prior year period. Despite the company hoping to be around 30,000 deliveries a month in early 2023, <span></span>NIO only reported a little over 31,000 units for the entire quarter. One must also keep in mind that the average Q1 street revenue estimate had<span> come down by about $1.25 billion since September 7th of last year. Thus, this Q1 revenue print is even worse when you consider just how much expectations had plunged.</span></p> <p>With the growth plan not doing well and <span></span>NIO looking to overhaul its entire lineup, margins have been hit hard. In Q1, total vehicle margins were just 5.1%, down 170 basis points sequentially and 13 full percentage points year over year. Overall gross margins fared even worse, coming in at just 1.5%, and the company's operating loss soared more than 133% over Q1 2022. Even when looking at adjusted numbers, the loss on the bottom line ballooned by nearly 217% compared to the year ago period.</p> <p>In my most recent article on the name, I talked about the company's launch of several new vehicles during Q2. There is a combination here of refreshed first generation models plus new vehicles based on the next generation platform. These launches were expected to provide tremendous growth throughout 2023, but management's forecast for the current quarter seen below was a major disappointment. As a point of reference, the street was looking for around 45,000 units and revenues of $2.53 billion.</p> <blockquote> <p><strong>Deliveries of vehicles</strong> to be between 23,000 and 25,000 vehicles, representing a decrease of approximately 8.2% to 0.2% from the same quarter of 2022.</p> <p><strong>Total revenues</strong> to be between RMB8,742 million (US$1,273 million) and RMB9,370 million (US$1,364 million), representing a decrease of approximately 15.1% to 9.0% from the same quarter of 2022.</p> </blockquote> <p>Earlier this year, <span></span>NIO management stated its goal was to double deliveries over last year's total. That would imply about 245,000 vehicles to be sold this year, but at the high end of Q2's guidance, it means only about 56,000 sales for the first half of 2023. On the conference call, management said the target was to be over 20,000 units every month in the second half of the year. With all of the new products ramping, that could be possible.</p> <p>However, I should note that this company has never even delivered 16,000 units in any one month, so to get over 20k a month for six straight months requires not only a major production ramp, but for sales and delivery execution to improve quite significantly. On Sunday, <span></span>NIO made a move to help with sales, by slashing the prices of its entire lineup, but this will only hurt the margin picture moving forward, potentially offsetting some or all of the gains from higher overall production.</p> <p>One of the other big issues for <span></span>NIO in the short term in the balance sheet. The company reported a more than $2 billion decline in its cash and investment pile for 2022, ending at $6.6 billion. In the first quarter of this year, another $1.1 billion decline in that cash balance was reported. As the chart below shows, the company's working capital position continues to decline, increasing the chances that another debt or equity raise is needed to fund growth plans. Management believes operating cash flow will improve as sales ramp, but they don't have a very good history when it comes to longer term guidance.</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" height=\"399\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/6/9/1017993-16863225740883512.jpg\" width=\"607\"/></picture><figcaption><p><span></span>NIO Working Capital (Company Earnings Reports)</p></figcaption></figure></p> <p>Wall Street analysts overall continue to be very positive on the name. The average price target is now $12.96, which still represents significant upside on a percentage basis, but that comes with a bit of an asterisk. That average valuation figure has come down by another dollar and a half since my previous article, and a year ago it was approaching $40. With guidance being weak, it wouldn't be surprising to see more price target cuts coming.</p> <p>On Friday, <span></span>NIO shares opened higher, and were more than 12.3% higher at one point. Unfortunately for investors, those gains faded throughout the day, and shares closed down by six cents. This decline was notable, because the stock could not hold its 50-day moving average, the purple line in the chart below. You can see a number of failures at this key technical level in just the last three months, and each time the stock has gone quite a bit lower afterwards. The 50-day is likely to head lower in the coming weeks if shares can't rally above it, and that could add even more selling pressure.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" height=\"273\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/6/10/1017993-1686451212514994.jpg\" width=\"640\"/></span><figcaption><p><span></span>NIO Last 6 Months (Yahoo! Finance)</p></figcaption></figure></p> <div></div> <p>In the end, <span></span>NIO announced another very disappointing quarter last Friday. Despite heavily reduced analyst expectations, the company still missed revenue estimates, and the Q2 forecast for both deliveries and revenues was incredibly bad. Margins continue to remain heavily pressured, resulting in large losses and significant cash burn. While management continues to talk about a lofty growth plan, execution has always been lacking here, and the stock's failure to get above the 50-day moving average only shifts sentiment further towards the bear camp in the near term.</p></body></html>","source":"seekingalpha","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>NIO: Another Tremendous Disappointment</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\">\nNIO: Another Tremendous Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-13 00:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610959-nio-q1-earnings-another-disappointment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>skynesher Last Friday, we received first quarter results from Chinese electric vehicle maker NIO (NYSE:NIO). The company, which has continued to forecast a very aggressive future growth plan, has only...</p>\n\n<a href=\"https://seekingalpha.com/article/4610959-nio-q1-earnings-another-disappointment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1136348481/image_1136348481.jpg","relate_stocks":{"BK4526":"热门中概股","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","BK4588":"碎股","BK4574":"无人驾驶","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4581":"高盛持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0052750758.USD":"富兰克林中国基金A Acc","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","09866":"蔚来-SW","BK4555":"新能源车","BK4509":"腾讯概念","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4610959-nio-q1-earnings-another-disappointment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2343652526","content_text":"skynesher Last Friday, we received first quarter results from Chinese electric vehicle maker NIO (NYSE:NIO). The company, which has continued to forecast a very aggressive future growth plan, has only disappointed time and time again. Unfortunately for investors, the latest report was much of the same, with revenues again missing and guidance being extremely weak, which likely will keep sentiment on the bearish side for now. For the quarter, the company reported total revenues of $1.55 billion. Not only did this number miss street estimates by about $80 million, but it was less than 8% growth over the prior year period. Despite the company hoping to be around 30,000 deliveries a month in early 2023, NIO only reported a little over 31,000 units for the entire quarter. One must also keep in mind that the average Q1 street revenue estimate had come down by about $1.25 billion since September 7th of last year. Thus, this Q1 revenue print is even worse when you consider just how much expectations had plunged. With the growth plan not doing well and NIO looking to overhaul its entire lineup, margins have been hit hard. In Q1, total vehicle margins were just 5.1%, down 170 basis points sequentially and 13 full percentage points year over year. Overall gross margins fared even worse, coming in at just 1.5%, and the company's operating loss soared more than 133% over Q1 2022. Even when looking at adjusted numbers, the loss on the bottom line ballooned by nearly 217% compared to the year ago period. In my most recent article on the name, I talked about the company's launch of several new vehicles during Q2. There is a combination here of refreshed first generation models plus new vehicles based on the next generation platform. These launches were expected to provide tremendous growth throughout 2023, but management's forecast for the current quarter seen below was a major disappointment. As a point of reference, the street was looking for around 45,000 units and revenues of $2.53 billion.  Deliveries of vehicles to be between 23,000 and 25,000 vehicles, representing a decrease of approximately 8.2% to 0.2% from the same quarter of 2022. Total revenues to be between RMB8,742 million (US$1,273 million) and RMB9,370 million (US$1,364 million), representing a decrease of approximately 15.1% to 9.0% from the same quarter of 2022.  Earlier this year, NIO management stated its goal was to double deliveries over last year's total. That would imply about 245,000 vehicles to be sold this year, but at the high end of Q2's guidance, it means only about 56,000 sales for the first half of 2023. On the conference call, management said the target was to be over 20,000 units every month in the second half of the year. With all of the new products ramping, that could be possible. However, I should note that this company has never even delivered 16,000 units in any one month, so to get over 20k a month for six straight months requires not only a major production ramp, but for sales and delivery execution to improve quite significantly. On Sunday, NIO made a move to help with sales, by slashing the prices of its entire lineup, but this will only hurt the margin picture moving forward, potentially offsetting some or all of the gains from higher overall production. One of the other big issues for NIO in the short term in the balance sheet. The company reported a more than $2 billion decline in its cash and investment pile for 2022, ending at $6.6 billion. In the first quarter of this year, another $1.1 billion decline in that cash balance was reported. As the chart below shows, the company's working capital position continues to decline, increasing the chances that another debt or equity raise is needed to fund growth plans. Management believes operating cash flow will improve as sales ramp, but they don't have a very good history when it comes to longer term guidance. NIO Working Capital (Company Earnings Reports) Wall Street analysts overall continue to be very positive on the name. The average price target is now $12.96, which still represents significant upside on a percentage basis, but that comes with a bit of an asterisk. That average valuation figure has come down by another dollar and a half since my previous article, and a year ago it was approaching $40. With guidance being weak, it wouldn't be surprising to see more price target cuts coming. On Friday, NIO shares opened higher, and were more than 12.3% higher at one point. Unfortunately for investors, those gains faded throughout the day, and shares closed down by six cents. This decline was notable, because the stock could not hold its 50-day moving average, the purple line in the chart below. You can see a number of failures at this key technical level in just the last three months, and each time the stock has gone quite a bit lower afterwards. The 50-day is likely to head lower in the coming weeks if shares can't rally above it, and that could add even more selling pressure. NIO Last 6 Months (Yahoo! Finance)  In the end, NIO announced another very disappointing quarter last Friday. Despite heavily reduced analyst expectations, the company still missed revenue estimates, and the Q2 forecast for both deliveries and revenues was incredibly bad. Margins continue to remain heavily pressured, resulting in large losses and significant cash burn. While management continues to talk about a lofty growth plan, execution has always been lacking here, and the stock's failure to get above the 50-day moving average only shifts sentiment further towards the bear camp in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186442908401688,"gmtCreate":1686557508829,"gmtModify":1686557510495,"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":"那么银行存款流水更快，美国银行死得更快","listText":"那么银行存款流水更快，美国银行死得更快","text":"那么银行存款流水更快，美国银行死得更快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186442908401688","repostId":"2342557754","repostType":4,"repost":{"id":"2342557754","pubTimestamp":1686529457,"share":"https://www.laohu8.com/m/news/2342557754?lang=&edition=full","pubTime":"2023-06-12 08:24","market":"other","language":"zh","title":"美银警告美股或再次下挫：美联储或加息至6%，“我们仍然看空”","url":"https://stock-news.laohu8.com/highlight/detail?id=2342557754","media":"环球市场播报","summary":"美银在标普500指数进入技术性牛市后警告称，美联储对抗通胀的措施将推高利率，并引发失业率上升，刚刚走出熊市的股市可能会再次下挫。　　美银策略师预计，美联储最终可能会在未来12个月内将利率上调至6%，将联邦基金利率在当前区间的基础上再上调75-100个基点。","content":"<html><head></head><body><p>   　美银在标普500指数进入技术性牛市后警告称，美联储对抗通胀的措施将推高利率，并引发失业率上升，刚刚走出熊市的股市可能会再次下挫。</p><p>　　美银以迈克尔·哈特奈特（Michael Hartnett）为首的一组策略师周五在一份报告中写道：“美联储还没有结束加息……我们坚持‘卖出上次加息’的观点。“他指出，随着美联储加息以对抗通胀，股市将面临不利因素。</p><p>　　美银策略师预计，美联储最终可能会在未来12个月内将利率上调至6%，将联邦基金利率在当前区间的基础上再上调75-100个基点。这在很大程度上是因为美联储仍然专注于将通胀率降至2%的目标，官员们已警告称，利率可能在年底前保持高位。</p><p>　　通胀率低于3%也可能带来4%或更高的失业率，因为更高的利率会收紧金融环境，并削弱劳动力市场。</p><p>　　美银策略师补充称：“我们仍然看空，仍然认为未来12个月最大的‘痛苦交易’是联邦基金利率达到6%，而不是3%，”暗示投资者过于看好目前的股市反弹，标普500指数已从10月份的低点上涨了20%。</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>美银警告美股或再次下挫：美联储或加息至6%，“我们仍然看空”</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银警告美股或再次下挫：美联储或加息至6%，“我们仍然看空”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-12 08:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-06-10/doc-imywuwzi7758802.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美银在标普500指数进入技术性牛市后警告称，美联储对抗通胀的措施将推高利率，并引发失业率上升，刚刚走出熊市的股市可能会再次下挫。　　美银以迈克尔·哈特奈特（Michael Hartnett）为首的一组策略师周五在一份报告中写道：“美联储还没有结束加息……我们坚持‘卖出上次加息’的观点。“他指出，随着美联储加息以对抗通胀，股市将面临不利因素。　　美银策略师预计，美联储最终可能会在未来12个月内将利率...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-06-10/doc-imywuwzi7758802.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/534450d911e6ba5e5fe8baacabddd41d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4504":"桥水持仓","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","SPY":"标普500ETF","PSQ":"纳指反向ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","BK4559":"巴菲特持仓","QQQ":"纳指100ETF","BK4588":"碎股","BK4550":"红杉资本持仓","DOG":"道指反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","UDOW":"道指三倍做多ETF-ProShares","OEX":"标普100",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","QID":"纳指两倍做空ETF","BK4581":"高盛持仓","SH":"标普500反向ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-06-10/doc-imywuwzi7758802.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2342557754","content_text":"美银在标普500指数进入技术性牛市后警告称，美联储对抗通胀的措施将推高利率，并引发失业率上升，刚刚走出熊市的股市可能会再次下挫。　　美银以迈克尔·哈特奈特（Michael Hartnett）为首的一组策略师周五在一份报告中写道：“美联储还没有结束加息……我们坚持‘卖出上次加息’的观点。“他指出，随着美联储加息以对抗通胀，股市将面临不利因素。　　美银策略师预计，美联储最终可能会在未来12个月内将利率上调至6%，将联邦基金利率在当前区间的基础上再上调75-100个基点。这在很大程度上是因为美联储仍然专注于将通胀率降至2%的目标，官员们已警告称，利率可能在年底前保持高位。　　通胀率低于3%也可能带来4%或更高的失业率，因为更高的利率会收紧金融环境，并削弱劳动力市场。　　美银策略师补充称：“我们仍然看空，仍然认为未来12个月最大的‘痛苦交易’是联邦基金利率达到6%，而不是3%，”暗示投资者过于看好目前的股市反弹，标普500指数已从10月份的低点上涨了20%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185140091117608,"gmtCreate":1686239505595,"gmtModify":1686239506410,"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/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v 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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":{"LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4550":"红杉资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0971096721.USD":"富达环球金融服务 A","BK4207":"综合性银行","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC 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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":{"TSLA":"特斯拉","002594":"比亚迪","01211":"比亚迪股份"},"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":809,"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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