坐火箭指哪打哪的个人主页 - 老虎社区

坐火箭指哪打哪

坐火箭指哪打哪

薇恩

IP属地：浙江

106关注

25粉丝

2主题

0勋章

坐火箭指哪打哪

2021-05-31

$AMC院线(AMC)$很好空军们使劲散播恐惧，做空率上升，轧空才会发生

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$41空了1w股，搏一把看看，是不是真的这么坚挺

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$好多比我先关注amc的都不知道轧空和meme股的本质，哎。花的都是自己的辛苦钱，do more research，okay？

坐火箭指哪打哪

2021-06-30

$可口可乐(KO)$ 可口可乐都能被砸？

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$某牛社区的氛围确实比某虎好点，可惜我看不懂粤语

坐火箭指哪打哪

2021-05-31

$AMC院线(AMC)$ 欧盘最高31.7美金，收盘30美金https://www.boerse-frankfurt.de/equity/amc-entertainment-HLDGS-A

坐火箭指哪打哪

2021-05-14

$Coinbase Global, Inc.(COIN)$ 可以抄底一波赌财报

坐火箭指哪打哪

2021-11-17

终于等到你更新

Toplines Before US Market Open on Wednesday

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$ 手握1亿资金你赶上40我就砸

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$ ？？？？今天我为你们借来85w空票，你们就这点能耐？加油让多军个个爆仓

坐火箭指哪打哪

2021-05-15

$e家快服(EJH)$ 老板说最高40+不吉利，来个50收盘

坐火箭指哪打哪

2021-06-03

$AMC院线(AMC)$ 再跌一下啊，想加仓QAQ

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$ 这股价完全不合理啊，就个破产电影院，肯定只值1块钱啊。快空啊

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$ 这是空军在平仓吗？我有点看不懂了

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$这是什么东西啊疯了吧涨慢点我可不希望明天跌，每天涨一点点不好吗，

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$ 有个好的结果就是AMC不可能破产了，那么。。。。多军胜利在望啊

坐火箭指哪打哪

2021-05-17

$Evolve Transition Infrastructure LP(SNMP)$ 冷大仙呢？

坐火箭指哪打哪

2021-05-18

$AMC院线(AMC)$ 有没有人敢空一波盘前

坐火箭指哪打哪

2021-07-03

$滴滴(DIDI)$ 卖空被限制了

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$我学习到的两点，1.meme股脱离公司基本面 2.扎空多发生在盘后

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17:13","market":"us","language":"zh","title":"一次财报的miss并不改变趋势，Meta很可能主导下个十年","url":"https://stock-news.laohu8.com/highlight/detail?id=1199291457","media":"走马财经","summary":"下一个十年的核心将从内容分发转向内容生产，Meta很可能会是这一阶段的主导者。","content":"<html><head></head><body><p>周五，Meta开盘暴跌近15%。财报发布前，本来对Meta这份财报充满期待，纳指这轮8%左右调整期间，我在496和490两次加仓，当时已经是我的美股第一次仓位，又在财报发布前一天489加仓，没想到财报不及预期 ……</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/957c94bc88566b3274fe00ed0683aab1\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">财报发布前，华尔街分析师给的预期是：</p><blockquote><p style=\"text-align: justify;\">一季度营收预期361.6亿刀，每股净利润预期4.32刀，二季度营收预期382.2亿刀</p></blockquote><p style=\"text-align: justify;\">而我个人给的预期是：</p><blockquote><p style=\"text-align: justify;\">一季度营收预期375亿刀，每股净利润预期4.45刀，二季度预期380-410亿刀之间</p></blockquote><p style=\"text-align: justify;\">结果，财报显示，Meta一季度营收364.6亿刀，每股净利润4.71刀，二季度预期365-390亿刀区间。</p><p style=\"text-align: justify;\">营收超过了华尔街分析师预期，但没超过管理层在去年Q4财报时给的预估上限370亿刀，也远低于我个人给的预期375亿刀；每股净利润超过了华尔街分析师和我个人的预测。</p><p style=\"text-align: justify;\">但是公司表示2024年内将提高资本支出，从300-370亿刀提升到350-400亿刀，这将削弱每股净利润超预期带来的利好。</p><p style=\"text-align: justify;\">由于市场对Meta的财报高期待，所以它需要至少超出业绩指引370亿刀上限，才可能满足市场预期，而二季度的业绩指引无疑也是令人失望的，这一指引的中值是377.5亿刀，低于华尔街分析师预期的388.2亿刀，更远低于我个人给的预期。</p><p style=\"text-align: justify;\">如果Meta的表现达到我给的预测范围，或者非常接近，我相信市场反应会是完全不同的，真是一份令人心碎的财报。</p><p style=\"text-align: justify;\">二季度预期365-390亿刀，假设达到指引的上限390亿，环比也不过7%，2023年Q2的环比是11.7%，2021年Q2的环比是11.1%，2022年Q2环比增长3.3%，彼时的市场反应我们也见识过了。</p><p style=\"text-align: justify;\">而如果二季度只达到指引的中值，意味着二季度环比增长只有3.5%，这将令华尔街颤抖，恐惧得颤抖，我们最好祈祷Meta二季度营收大幅超预期。</p><p style=\"text-align: justify;\">继续看第一张图，利润率38%，虽然看绝对值还不错，但是结束了连续5个季度利润率环比提升的势头，也是隐忧之一；元宇宙利润继续拉胯，不知道何时能有盼头，隐忧之二。</p><p style=\"text-align: justify;\">三费开支（营销+研发+行政）160亿刀，环比仅下降0.35亿，营收环比下降了36.5亿，具体来看，研发和营销支出合计环比减少12亿刀，但行政开支环比增加了11.7亿刀，估计是一季度有额外的股权激励开支，但同比来看，行政开支也增加了约6亿刀，很可能是因为股价大幅上涨带来的股权激励成本显著上升，研发同比增加6亿而营销支出同比减少了5亿，总体来说三费开支虽然没有惊喜但算合理。</p><p style=\"text-align: justify;\">季度自由现金流来到125亿，过去12个月达到486亿，如果以当前股价计算估值大约1.05万亿美元，对应21.6倍DCF估值，如果剔除烧钱大户元宇宙项目过去12个月大约160亿刀的亏损，核心广告平台的DCF估值大约是16.25倍，个人觉得是偏低估的状态。</p><p style=\"text-align: justify;\">下面看看具体的业绩表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92e146881643f0367caffbcd694b4ac0\" title=\"\" tg-width=\"640\" tg-height=\"371\"/></p><p style=\"text-align: justify;\">季度营收增速27.3%，创造过去10个季度增速最高值，大部分源于低基数，但也说明势头还行，364.6亿刀的营收，只能说中规中矩，市场期待值太高了，包括我个人也是预期太高，亏了只能认输苟住。</p><p style=\"text-align: justify;\">至于二季度预期，我觉得365-390亿确实偏低了点，如果无法达到预估上限，那我会很失望。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fa6b753771df936ccc9c9adac629cee\" title=\"\" tg-width=\"640\" tg-height=\"380\"/></p><p style=\"text-align: justify;\">从Meta历年的运营数据来看，2023年的用户数据有回春迹象，一季度只给了家族日活数据，日活达到创历史记录的32.4亿，环比增长0.5亿，同比增长2.2亿，增速7%，还是相当不错的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf7a49d95cab691cea7086ae231ab177\" title=\"\" tg-width=\"640\" tg-height=\"445\"/></p><p style=\"text-align: justify;\">平台整体的广告点击量增长了20%，与四季度增速基本持平，广告单次点击价格增速则连续5个季度环比提升，从低谷的-22%提升到了本季度的6%，这可能说明：</p><blockquote><p style=\"text-align: justify;\">1.经济反弹带来的广告需求增长稳健 2.Instagram reels带来的视频化转型是成功的，不仅能带来广告库存增加，而且单价也开始提升</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c39e0a05ce6669167fbe788af2c709d1\" title=\"\" tg-width=\"640\" tg-height=\"434\"/></p><p style=\"text-align: justify;\">Meta的净利润已经纳入了股权激励部分，所以是很有参考价值的，通常一季度是利润淡季，以2021年为例，2021年Q1主营业务广告分部的利润是132.1亿，占全年广告分部利润的23.2%，若以此推论，2024年Meta广告业务利润可能达到761.2亿，按照当前1.05万亿估值计算广告分部的PE大约13.8倍，我个人觉得是低估的状态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a003c7604c781015aab2066b23d2874d\" title=\"\" tg-width=\"640\" tg-height=\"416\"/></p><p style=\"text-align: justify;\">下面说说，我为什么看好Meta：</p><blockquote><p style=\"text-align: justify;\">1.Meta已经基本克服了苹果和安卓隐私新政对平台广告业务带来的负面影响</p><p style=\"text-align: justify;\">2.Meta家族APP基本克服了Tik Tok带来的恐惧，三个角度可以证明这一点：一是Meta家族APP日活、月活增速开始恢复；二是Instagram的下载量在2023年超越Tik Tok重回榜首，这是2019年后的第一次，数据来源于Sensor Tower；三是广告单价开始正增长。</p><p style=\"text-align: justify;\">3.Meta的视频化转型基本上成功了，而抖音带给我们的启示是，视频化平台的广告加载率、点击率和单价都会高于图文，Meta会长期受益，而Tik Tok的无常命运，只是增加了一点buff。</p><p style=\"text-align: justify;\">4.Meta在人工智能的投资让它处于有利位置。</p></blockquote><p style=\"text-align: justify;\">基于上述原因，我觉得Meta的复苏势头会延续，而且它的自由现金流没有减缓的迹象，随着大模型技术演进，多模态生成式人工智能落地，Meta的40亿全球用户，有机会以极低门槛创作高质量视频，这些功能将深度集成到Meta家族的旗舰APP，比如IG、FB、Messenger和WhatsApp等，用户只需要通过语音输入一段指令，就能生产极富想象力的视频内容，这将大大降低视频内容的制作门槛，扩大创作者群体范围，进而大幅提升内容消费的空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/715fc052415f88dc2f1c5a80d9f2007e\" title=\"\" tg-width=\"640\" tg-height=\"426\"/></p><p style=\"text-align: justify;\">过去5年，AI其实一直在深刻影响内容消费领域，主导者是字节跳动旗下的抖音和Tik Tok，它们主要发生在内容分发领域。</p><p style=\"text-align: justify;\">2021年以来，Meta投资了上百亿美金采购英伟达的H100芯片，它的初始目的原本是提升Instagram reels的内容推荐算法，追赶Tik Tok的步伐，没想到越买越多，不仅在内容推荐算法上补足了短板，而且无心插柳地做成了生成式人工智能领域的基础设施，Meta的目标是2024年底达到35万枚H100的部署能力，Llama3已经发布且将集成到家族APP的对话框顶部。</p><p style=\"text-align: justify;\">我倾向于相信，AI将继续影响内容消费领域，下一个十年的核心将从内容分发转向内容生产，Meta很可能会是这一阶段的主导者。</p><p style=\"text-align: justify;\">它具备三大核心优势：</p><blockquote><ol start=\"1\" style=\"\"><li><p style=\"text-align: justify;\">高达40亿的全球高频活跃用户，首屈一指且遥遥领先 2.全球前三的GPU储备量，可能仅次于微软 3.Llama很可能会取代Google成为生成式人工智能领域的最主流开放平台</p></li></ol></blockquote><p style=\"text-align: justify;\">Google有类似的用户基础，但搜索不及社交高频，后者的对话输入框天然适合语音指令输入并生成内容，离消费者更近。</p><p style=\"text-align: justify;\">微软同样缺乏Meta这样得天独厚的用户基础和内容消费场景。</p><p style=\"text-align: justify;\">字节跳动可能是最具挑战性的，但它的GPU储备远远不及Meta，且用户规模和粘性仍不及Meta强劲。</p><p style=\"text-align: justify;\">腾讯与Meta情况最接近，但是GPU储备、技术储备、数据清洁程度都有所不及。</p><p style=\"text-align: justify;\">所以总体来看，我对Meta的未来还是比较看好的，一次财报的miss并不改变大的趋势。</p></body></html>","source":"lsy1613725107179","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>一次财报的miss并不改变趋势，Meta很可能主导下个十年</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 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class=\"title\">\n一次财报的miss并不改变趋势，Meta很可能主导下个十年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 17:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzIwNjYxNDkwMA==&mid=2247491831&idx=1&sn=53920500ba2fa3e577f10c777aa0df80&chksm=971c58eca06bd1fa5ee5f2407f53e265e352b39be94078aaaac9cc1768ebb91d36229b78bb01&mpshare=1&scene=23&srcid=0425mzKSw47UUuDjsJpJZZlZ&sharer_shareinfo=aa882aee0e22608736b1e4e6f68e26ba&sharer_shareinfo_first=aa882aee0e22608736b1e4e6f68e26ba#rd><strong>走马财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五，Meta开盘暴跌近15%。财报发布前，本来对Meta这份财报充满期待，纳指这轮8%左右调整期间，我在496和490两次加仓，当时已经是我的美股第一次仓位，又在财报发布前一天489加仓，没想到财报不及预期 ……财报发布前，华尔街分析师给的预期是：一季度营收预期361.6亿刀，每股净利润预期4.32刀，二季度营收预期382.2亿刀而我个人给的预期是：一季度营收预期375亿刀，每股净利润预期...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzIwNjYxNDkwMA==&mid=2247491831&idx=1&sn=53920500ba2fa3e577f10c777aa0df80&chksm=971c58eca06bd1fa5ee5f2407f53e265e352b39be94078aaaac9cc1768ebb91d36229b78bb01&mpshare=1&scene=23&srcid=0425mzKSw47UUuDjsJpJZZlZ&sharer_shareinfo=aa882aee0e22608736b1e4e6f68e26ba&sharer_shareinfo_first=aa882aee0e22608736b1e4e6f68e26ba#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5546e6a1e61039ce5b4b53b5027c513d","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=MzIwNjYxNDkwMA==&mid=2247491831&idx=1&sn=53920500ba2fa3e577f10c777aa0df80&chksm=971c58eca06bd1fa5ee5f2407f53e265e352b39be94078aaaac9cc1768ebb91d36229b78bb01&mpshare=1&scene=23&srcid=0425mzKSw47UUuDjsJpJZZlZ&sharer_shareinfo=aa882aee0e22608736b1e4e6f68e26ba&sharer_shareinfo_first=aa882aee0e22608736b1e4e6f68e26ba#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199291457","content_text":"周五，Meta开盘暴跌近15%。财报发布前，本来对Meta这份财报充满期待，纳指这轮8%左右调整期间，我在496和490两次加仓，当时已经是我的美股第一次仓位，又在财报发布前一天489加仓，没想到财报不及预期 ……财报发布前，华尔街分析师给的预期是：一季度营收预期361.6亿刀，每股净利润预期4.32刀，二季度营收预期382.2亿刀而我个人给的预期是：一季度营收预期375亿刀，每股净利润预期4.45刀，二季度预期380-410亿刀之间结果，财报显示，Meta一季度营收364.6亿刀，每股净利润4.71刀，二季度预期365-390亿刀区间。营收超过了华尔街分析师预期，但没超过管理层在去年Q4财报时给的预估上限370亿刀，也远低于我个人给的预期375亿刀；每股净利润超过了华尔街分析师和我个人的预测。但是公司表示2024年内将提高资本支出，从300-370亿刀提升到350-400亿刀，这将削弱每股净利润超预期带来的利好。由于市场对Meta的财报高期待，所以它需要至少超出业绩指引370亿刀上限，才可能满足市场预期，而二季度的业绩指引无疑也是令人失望的，这一指引的中值是377.5亿刀，低于华尔街分析师预期的388.2亿刀，更远低于我个人给的预期。如果Meta的表现达到我给的预测范围，或者非常接近，我相信市场反应会是完全不同的，真是一份令人心碎的财报。二季度预期365-390亿刀，假设达到指引的上限390亿，环比也不过7%，2023年Q2的环比是11.7%，2021年Q2的环比是11.1%，2022年Q2环比增长3.3%，彼时的市场反应我们也见识过了。而如果二季度只达到指引的中值，意味着二季度环比增长只有3.5%，这将令华尔街颤抖，恐惧得颤抖，我们最好祈祷Meta二季度营收大幅超预期。继续看第一张图，利润率38%，虽然看绝对值还不错，但是结束了连续5个季度利润率环比提升的势头，也是隐忧之一；元宇宙利润继续拉胯，不知道何时能有盼头，隐忧之二。三费开支（营销+研发+行政）160亿刀，环比仅下降0.35亿，营收环比下降了36.5亿，具体来看，研发和营销支出合计环比减少12亿刀，但行政开支环比增加了11.7亿刀，估计是一季度有额外的股权激励开支，但同比来看，行政开支也增加了约6亿刀，很可能是因为股价大幅上涨带来的股权激励成本显著上升，研发同比增加6亿而营销支出同比减少了5亿，总体来说三费开支虽然没有惊喜但算合理。季度自由现金流来到125亿，过去12个月达到486亿，如果以当前股价计算估值大约1.05万亿美元，对应21.6倍DCF估值，如果剔除烧钱大户元宇宙项目过去12个月大约160亿刀的亏损，核心广告平台的DCF估值大约是16.25倍，个人觉得是偏低估的状态。下面看看具体的业绩表现。季度营收增速27.3%，创造过去10个季度增速最高值，大部分源于低基数，但也说明势头还行，364.6亿刀的营收，只能说中规中矩，市场期待值太高了，包括我个人也是预期太高，亏了只能认输苟住。至于二季度预期，我觉得365-390亿确实偏低了点，如果无法达到预估上限，那我会很失望。从Meta历年的运营数据来看，2023年的用户数据有回春迹象，一季度只给了家族日活数据，日活达到创历史记录的32.4亿，环比增长0.5亿，同比增长2.2亿，增速7%，还是相当不错的。平台整体的广告点击量增长了20%，与四季度增速基本持平，广告单次点击价格增速则连续5个季度环比提升，从低谷的-22%提升到了本季度的6%，这可能说明：1.经济反弹带来的广告需求增长稳健 2.Instagram reels带来的视频化转型是成功的，不仅能带来广告库存增加，而且单价也开始提升Meta的净利润已经纳入了股权激励部分，所以是很有参考价值的，通常一季度是利润淡季，以2021年为例，2021年Q1主营业务广告分部的利润是132.1亿，占全年广告分部利润的23.2%，若以此推论，2024年Meta广告业务利润可能达到761.2亿，按照当前1.05万亿估值计算广告分部的PE大约13.8倍，我个人觉得是低估的状态。下面说说，我为什么看好Meta：1.Meta已经基本克服了苹果和安卓隐私新政对平台广告业务带来的负面影响2.Meta家族APP基本克服了Tik Tok带来的恐惧，三个角度可以证明这一点：一是Meta家族APP日活、月活增速开始恢复；二是Instagram的下载量在2023年超越Tik Tok重回榜首，这是2019年后的第一次，数据来源于Sensor Tower；三是广告单价开始正增长。3.Meta的视频化转型基本上成功了，而抖音带给我们的启示是，视频化平台的广告加载率、点击率和单价都会高于图文，Meta会长期受益，而Tik Tok的无常命运，只是增加了一点buff。4.Meta在人工智能的投资让它处于有利位置。基于上述原因，我觉得Meta的复苏势头会延续，而且它的自由现金流没有减缓的迹象，随着大模型技术演进，多模态生成式人工智能落地，Meta的40亿全球用户，有机会以极低门槛创作高质量视频，这些功能将深度集成到Meta家族的旗舰APP，比如IG、FB、Messenger和WhatsApp等，用户只需要通过语音输入一段指令，就能生产极富想象力的视频内容，这将大大降低视频内容的制作门槛，扩大创作者群体范围，进而大幅提升内容消费的空间。过去5年，AI其实一直在深刻影响内容消费领域，主导者是字节跳动旗下的抖音和Tik Tok，它们主要发生在内容分发领域。2021年以来，Meta投资了上百亿美金采购英伟达的H100芯片，它的初始目的原本是提升Instagram reels的内容推荐算法，追赶Tik Tok的步伐，没想到越买越多，不仅在内容推荐算法上补足了短板，而且无心插柳地做成了生成式人工智能领域的基础设施，Meta的目标是2024年底达到35万枚H100的部署能力，Llama3已经发布且将集成到家族APP的对话框顶部。我倾向于相信，AI将继续影响内容消费领域，下一个十年的核心将从内容分发转向内容生产，Meta很可能会是这一阶段的主导者。它具备三大核心优势：高达40亿的全球高频活跃用户，首屈一指且遥遥领先 2.全球前三的GPU储备量，可能仅次于微软 3.Llama很可能会取代Google成为生成式人工智能领域的最主流开放平台Google有类似的用户基础，但搜索不及社交高频，后者的对话输入框天然适合语音指令输入并生成内容，离消费者更近。微软同样缺乏Meta这样得天独厚的用户基础和内容消费场景。字节跳动可能是最具挑战性的，但它的GPU储备远远不及Meta，且用户规模和粘性仍不及Meta强劲。腾讯与Meta情况最接近，但是GPU储备、技术储备、数据清洁程度都有所不及。所以总体来看，我对Meta的未来还是比较看好的，一次财报的miss并不改变大的趋势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284203945025536,"gmtCreate":1710416624085,"gmtModify":1710416625571,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284203945025536","repostId":"1150784578","repostType":2,"repost":{"id":"1150784578","pubTimestamp":1710205513,"share":"https://www.laohu8.com/m/news/1150784578?lang=&edition=full","pubTime":"2024-03-12 09:05","market":"us","language":"zh","title":"“不能空一个好公司！”段永平对这只AI巨头有“新动作”！","url":"https://stock-news.laohu8.com/highlight/detail?id=1150784578","media":"证券市场周刊","summary":"A股市场中的AI主线出现一定分化。","content":"<html><head></head><body><p>最近几个交易日，在经历了此前的一段时间持续上涨之后，美股AI芯片巨头英伟达迎来了波动……对于当前以及后市的AI投资机会，一些知名投资人也最新表达了他（她）们的观点，如段永平、“木头姐”凯茜·伍德等。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e539309c7304cd79087d14573a96f57\" tg-width=\"560\" tg-height=\"240\"/></p><p>不过，在这轮市场于2月上旬的低位反弹以来，A股的AI行业似乎已经形成了“自带规律”的投资逻辑，如以AI芯片、算力等为重心，AI+消费电子、服务器等多细分领域不断扩展……</p><p><strong>段永平“卖空”</strong></p><p><strong>市场对英伟达股价现分歧</strong></p><p>此前不久，段永平通过H&amp;H（H&amp;H International Investment, LLC）打理1000亿人民币美股资产的相关消息被市场密切关注，该机构持有苹果、西方石油、美国银行等多只与“股神”巴菲特相同的重仓股。近日，段永平再现“新动作”，这个“新动作”与近日备受全球市场关注的美股人工智能芯片巨头英伟达有关。</p><p>3月8日，段永平社交平台账号“@大道无形我有型”剧透最新消息表示，“突发奇想，来体会一下NVDA空头们的感受，起个大早，卖个小Call，今天到期的。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0197bc357db4eb35b845ed94e11792c6\" tg-width=\"857\" tg-height=\"546\"/></p><p>NVDA是英伟达的美股代码，卖Call即投资者在期权交易中卖出看涨期权合约的操作。@大道无形我有型相关内容表示，<strong>“其实我没那么了解NVDA，最近看了一眼觉得NVDA涨的有道理。我只是娱乐一下，没任何观点。这跟上次我卖AMC和GAME的Call的态度完全不一样。在AMC和GAME上我是敢卖长点的Call的，NVDA只是卖个当天的而已，如果错了收盘前就投降了。”</strong></p><p>@大道无形我有型另有相关观点称，“英伟达非常厉害，产品其实有很大的差异化，堪称芯片界的苹果！NVDA涨成这个样子是道理的，继续涨也非常有可能。这也是不能空一个好公司的一个例子。”</p><p>从@大道无形我有型的历史消息来看，与英伟达有关的观点言论并不多见。在段永平突然关注背后，与英伟达股价的连续超预期表现或不无关联。</p><p>近来，英伟达市值经历了由“1万亿美元”迈进“2万亿美元”的跃升。2024年1月2日~2024年3月7日，公司股价突破前期的横盘震荡区间后持续突破上行，期间累计上涨近90%。市值由1月初的1.2万亿美元陡增至3月7日的2.3万亿美元，估值由65倍增至78倍。</p><p>不过，在此前累计了巨大涨幅之后，英伟达股价于3月8日迎来巨震，公司股价盘中创 974.00美元/股高点后转为调整，股价当天由最高上涨5%转为下跌5%。</p><p><strong>分析来看，刺激英伟达股价近期上涨的因素众多，如Sora等人工智能大模型问世对AI芯片需求的增加、公司业绩维持高增长以及市场对其新品发布的预期……</strong></p><p>在当期窗口，市场对英伟达的表现也出现了不同的观点。天风证券3月9日有研报观点称，看好其数据中心、游戏、专业可视化和汽车的持续创新和市场领导地位，将进一步加速其在加速计算和生成AI领域的增长。</p><p>另一些投资者则持有相对谨慎的观点。<strong>如“木头姐”、方舟投资创始人凯茜·伍德即对英伟达的股价大涨表示了担忧，其表示，“如果软件收入没有出现爆炸式增长，那么将无法证明英伟达过度建设GPU产能的合理性。”</strong></p><p><strong>A股英伟达概念股活跃</strong></p><p><strong>有公司涨幅超过2倍</strong></p><p><strong>在英伟达股价不断创新高的同时，叠加市场企稳以及其他多个因素刺激，A股英伟达产业链以及相关概念公司股价也在近期迎来强势异动上涨。</strong>统计英伟达概念板块涨跌幅来看，3月8日当日，英伟达概念板块上涨超3%，自市场触底反弹以来，即2月6日~3月8日期间，英伟达概念板块累计涨幅则达到了近50%。</p><p>在英伟达概念板块中，部分个股实现涨幅领跑，罗博特科、当虹科技、博杰股份、胜宏科技、天准科技、紫光股份、工业富联等，2月6日~3月8日期间，上述公司累计涨幅均超过60%（见表1）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d51fbe2816686390c2a3ef0178d2ba4\" title=\"\" tg-width=\"602\" tg-height=\"799\"/></p><p><strong>通过上市公司公告、调研、投资者互动平台等剧透来看，A股上市公司与英伟达的关联性包括但不限于以下方式，如上游供应商角色、合作伙伴、授权分销商以及其他。</strong></p><p>2月6日以来，罗博特科累计涨幅达两倍。据其表示，英伟达系公司参股公司ficonTEC重要的客户之一，双方在晶圆测试设备及光耦合设备领域有着重要合作，并已有设备交付应用及取得后续订单；当虹科技表示，公司在很早期时就开始与英伟达合作，并且一直保持着深度合作的关系，双方在GPU显卡、兼容性测试与认证、互联互通、联合发布等方面均有合作；中电港称，公司为英伟达的授权分销商之一</p><p><strong>工业富联于2023年12月表示，公司AI服务器自2017年发展至今，已迭代至第四代，并于今年开始为客户开发并量产英伟达的H100及H800等高性能AI服务器；</strong>奥比中光于2023年8月表示，公司与英伟达合作开发的3D开发套件PerseeN1正式发布，方便公司高效链接英伟达AI应用生态；中富通称，英伟达为公司控股子公司、主营AI智能视觉检测等业务的英博达上游合作方之一。</p><p>受益于向AI布局以及与英伟达的相关业务合作，一些上市公司正在迎来经营业绩、订单的不断向好。如鸿博股份，据其此前披露业绩预告称，预计2023年度实现盈利3740万~5610万元，同比扭亏。据其称，业绩增长与公司开拓人工智能业务、子公司英博数科AGI取得优异成绩等有关。资料显示，英博数科于2022年8月联合英伟达等成立北京AI创新赋能中心，提供算力出租等。</p><p><strong>AI消费电子表现活跃</strong></p><p><strong>近来，市场围绕AI为主的多个细分主线不断迎来异动上涨，如以AI芯片、算力等为重心，AI+消费电子、服务器等多细分领域不断扩展。</strong></p><p>以AI消费电子来看，3月以来，AI PC的热度迎来显著升温，这背后与产业巨头对AI PC的加速布局不无关联。如英伟达于近日正式发力AI PC芯片；市场预期微软将于近日发布Surface Pro 10和Surface Laptop 6，这有望成为微软首批AI PC产品；三星和谷歌相继发布最新搭载AI功能的智能手机，苹果宣布后续iOS18将加入AI功能。国内手机厂商也在加码，如OPPO、荣耀、小米等多家手机厂商展示了主打AI功能的新款手机……</p><p>对于AI PC的未来市场机会，不少公司表达了乐观观点。如东方通表示，AI PC作为伴随AI技术热潮出现的PC领域全新概念，其本质是将AI设备内置于PC（个人电脑）之中，从而为PC以及其中的应用软件提供AI能力支撑。<strong>闻泰科技称，随着未来在终端运行大模型的复杂度持续提高，AI PC对笔记本电脑结构件、存储器等组件亦提出更高要求，终端处理器等硬件设备可能将进一步迭代，从而为产业链带来新的发展机会。</strong></p><p>围绕AI PC，不少公司剧透了相关的业务布局。如奥士康表示，公司的AI PC相关产品已实现量产并稳步供货，公司将密切关注行业发展和市场变化趋势；澜起科技称，AI PC的产业趋势或将有助于推动SPD等内存模组配套芯片及CKD芯片需求的提升。公司已量产DDR5 SPD等内存模组配套芯片并在台式机和笔记本电脑中商用。</p><p>此外，汇创达、华勤技术、江波龙等公司也在近日剧透了AI PC相关业务布局（见表2）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e09c25b32ac4df64b42d2d7d64c0fc\" title=\"\" tg-width=\"1032\" tg-height=\"516\"/></p></body></html>","source":"lsy1569575481993","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>“不能空一个好公司！”段永平对这只AI巨头有“新动作”！</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{ 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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“不能空一个好公司！”段永平对这只AI巨头有“新动作”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-12 09:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Czn9zjVSjOx7uihlcnGoXg><strong>证券市场周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近几个交易日，在经历了此前的一段时间持续上涨之后，美股AI芯片巨头英伟达迎来了波动……对于当前以及后市的AI投资机会，一些知名投资人也最新表达了他（她）们的观点，如段永平、“木头姐”凯茜·伍德等。不过，在这轮市场于2月上旬的低位反弹以来，A股的AI行业似乎已经形成了“自带规律”的投资逻辑，如以AI芯片、算力等为重心，AI+消费电子、服务器等多细分领域不断扩展……段永平“卖空”市场对英伟达股价现...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Czn9zjVSjOx7uihlcnGoXg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/Czn9zjVSjOx7uihlcnGoXg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150784578","content_text":"最近几个交易日，在经历了此前的一段时间持续上涨之后，美股AI芯片巨头英伟达迎来了波动……对于当前以及后市的AI投资机会，一些知名投资人也最新表达了他（她）们的观点，如段永平、“木头姐”凯茜·伍德等。不过，在这轮市场于2月上旬的低位反弹以来，A股的AI行业似乎已经形成了“自带规律”的投资逻辑，如以AI芯片、算力等为重心，AI+消费电子、服务器等多细分领域不断扩展……段永平“卖空”市场对英伟达股价现分歧此前不久，段永平通过H&H（H&H International Investment, LLC）打理1000亿人民币美股资产的相关消息被市场密切关注，该机构持有苹果、西方石油、美国银行等多只与“股神”巴菲特相同的重仓股。近日，段永平再现“新动作”，这个“新动作”与近日备受全球市场关注的美股人工智能芯片巨头英伟达有关。3月8日，段永平社交平台账号“@大道无形我有型”剧透最新消息表示，“突发奇想，来体会一下NVDA空头们的感受，起个大早，卖个小Call，今天到期的。”NVDA是英伟达的美股代码，卖Call即投资者在期权交易中卖出看涨期权合约的操作。@大道无形我有型相关内容表示，“其实我没那么了解NVDA，最近看了一眼觉得NVDA涨的有道理。我只是娱乐一下，没任何观点。这跟上次我卖AMC和GAME的Call的态度完全不一样。在AMC和GAME上我是敢卖长点的Call的，NVDA只是卖个当天的而已，如果错了收盘前就投降了。”@大道无形我有型另有相关观点称，“英伟达非常厉害，产品其实有很大的差异化，堪称芯片界的苹果！NVDA涨成这个样子是道理的，继续涨也非常有可能。这也是不能空一个好公司的一个例子。”从@大道无形我有型的历史消息来看，与英伟达有关的观点言论并不多见。在段永平突然关注背后，与英伟达股价的连续超预期表现或不无关联。近来，英伟达市值经历了由“1万亿美元”迈进“2万亿美元”的跃升。2024年1月2日~2024年3月7日，公司股价突破前期的横盘震荡区间后持续突破上行，期间累计上涨近90%。市值由1月初的1.2万亿美元陡增至3月7日的2.3万亿美元，估值由65倍增至78倍。不过，在此前累计了巨大涨幅之后，英伟达股价于3月8日迎来巨震，公司股价盘中创 974.00美元/股高点后转为调整，股价当天由最高上涨5%转为下跌5%。分析来看，刺激英伟达股价近期上涨的因素众多，如Sora等人工智能大模型问世对AI芯片需求的增加、公司业绩维持高增长以及市场对其新品发布的预期……在当期窗口，市场对英伟达的表现也出现了不同的观点。天风证券3月9日有研报观点称，看好其数据中心、游戏、专业可视化和汽车的持续创新和市场领导地位，将进一步加速其在加速计算和生成AI领域的增长。另一些投资者则持有相对谨慎的观点。如“木头姐”、方舟投资创始人凯茜·伍德即对英伟达的股价大涨表示了担忧，其表示，“如果软件收入没有出现爆炸式增长，那么将无法证明英伟达过度建设GPU产能的合理性。”A股英伟达概念股活跃有公司涨幅超过2倍在英伟达股价不断创新高的同时，叠加市场企稳以及其他多个因素刺激，A股英伟达产业链以及相关概念公司股价也在近期迎来强势异动上涨。统计英伟达概念板块涨跌幅来看，3月8日当日，英伟达概念板块上涨超3%，自市场触底反弹以来，即2月6日~3月8日期间，英伟达概念板块累计涨幅则达到了近50%。在英伟达概念板块中，部分个股实现涨幅领跑，罗博特科、当虹科技、博杰股份、胜宏科技、天准科技、紫光股份、工业富联等，2月6日~3月8日期间，上述公司累计涨幅均超过60%（见表1）。通过上市公司公告、调研、投资者互动平台等剧透来看，A股上市公司与英伟达的关联性包括但不限于以下方式，如上游供应商角色、合作伙伴、授权分销商以及其他。2月6日以来，罗博特科累计涨幅达两倍。据其表示，英伟达系公司参股公司ficonTEC重要的客户之一，双方在晶圆测试设备及光耦合设备领域有着重要合作，并已有设备交付应用及取得后续订单；当虹科技表示，公司在很早期时就开始与英伟达合作，并且一直保持着深度合作的关系，双方在GPU显卡、兼容性测试与认证、互联互通、联合发布等方面均有合作；中电港称，公司为英伟达的授权分销商之一工业富联于2023年12月表示，公司AI服务器自2017年发展至今，已迭代至第四代，并于今年开始为客户开发并量产英伟达的H100及H800等高性能AI服务器；奥比中光于2023年8月表示，公司与英伟达合作开发的3D开发套件PerseeN1正式发布，方便公司高效链接英伟达AI应用生态；中富通称，英伟达为公司控股子公司、主营AI智能视觉检测等业务的英博达上游合作方之一。受益于向AI布局以及与英伟达的相关业务合作，一些上市公司正在迎来经营业绩、订单的不断向好。如鸿博股份，据其此前披露业绩预告称，预计2023年度实现盈利3740万~5610万元，同比扭亏。据其称，业绩增长与公司开拓人工智能业务、子公司英博数科AGI取得优异成绩等有关。资料显示，英博数科于2022年8月联合英伟达等成立北京AI创新赋能中心，提供算力出租等。AI消费电子表现活跃近来，市场围绕AI为主的多个细分主线不断迎来异动上涨，如以AI芯片、算力等为重心，AI+消费电子、服务器等多细分领域不断扩展。以AI消费电子来看，3月以来，AI PC的热度迎来显著升温，这背后与产业巨头对AI PC的加速布局不无关联。如英伟达于近日正式发力AI PC芯片；市场预期微软将于近日发布Surface Pro 10和Surface Laptop 6，这有望成为微软首批AI PC产品；三星和谷歌相继发布最新搭载AI功能的智能手机，苹果宣布后续iOS18将加入AI功能。国内手机厂商也在加码，如OPPO、荣耀、小米等多家手机厂商展示了主打AI功能的新款手机……对于AI PC的未来市场机会，不少公司表达了乐观观点。如东方通表示，AI PC作为伴随AI技术热潮出现的PC领域全新概念，其本质是将AI设备内置于PC（个人电脑）之中，从而为PC以及其中的应用软件提供AI能力支撑。闻泰科技称，随着未来在终端运行大模型的复杂度持续提高，AI PC对笔记本电脑结构件、存储器等组件亦提出更高要求，终端处理器等硬件设备可能将进一步迭代，从而为产业链带来新的发展机会。围绕AI PC，不少公司剧透了相关的业务布局。如奥士康表示，公司的AI PC相关产品已实现量产并稳步供货，公司将密切关注行业发展和市场变化趋势；澜起科技称，AI PC的产业趋势或将有助于推动SPD等内存模组配套芯片及CKD芯片需求的提升。公司已量产DDR5 SPD等内存模组配套芯片并在台式机和笔记本电脑中商用。此外，汇创达、华勤技术、江波龙等公司也在近日剧透了AI PC相关业务布局（见表2）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187994611609768,"gmtCreate":1686922538217,"gmtModify":1686922540393,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>开盘10亿大单？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>开盘10亿大单？","text":"$特斯拉(TSLA)$ 开盘10亿大单？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187994611609768","isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684054896,"gmtCreate":1660019092719,"gmtModify":1660019092719,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684054896","repostId":"1154247076","repostType":4,"repost":{"id":"1154247076","pubTimestamp":1659927774,"share":"https://www.laohu8.com/m/news/1154247076?lang=&edition=full","pubTime":"2022-08-08 11:02","market":"us","language":"zh","title":"美国国会山藏着众多“股神”！他们是如何“持证偷窃”的","url":"https://stock-news.laohu8.com/highlight/detail?id=1154247076","media":"环球时报","summary":"佩洛西夫妇只是国会山众多“投资高手”之一。","content":"<html><head></head><body><p>【环球时报驻美国特约记者 英辰 环球时报特约记者 王晓雄】前不久，美国国会众议院议长佩洛西的丈夫保罗·佩洛西，在国会通过《芯片和科学法案》之前，大量突击购入芯片企业英伟达的股票，引发广泛关注和批评。长久以来，以佩洛西为代表的国会议员及其家属，涉嫌利用他们提前掌握的政策信息进行内幕交易，以此获得巨大利益。《纽约邮报》将这一现象称为“持证偷窃”。</p><p>他们去年的股票交易额达3.55亿</p><p>突击买进英伟达股票一事被曝光后，保罗·佩洛西在巨大的舆论压力下抛售其所持股票，据说亏了34万美元。不过，这些钱对于“股神”佩洛西夫妇来说，不过是九牛一毛，而佩洛西夫妇也只是国会山众多“投资高手”之一。</p><p><b>“不可思议”的好运</b></p><p>多年来，钟爱科技股的保罗多次精准切中股市“脉搏”，在政府出台相关政策前买入不同企业股票，赚得盆满钵满。据《纽约邮报》报道，自2007年以来，佩洛西一家仅通过投资脸书等5家大型科技公司就获得560万到3040万美元的收益。专门追踪竞选资金和游说数据的华盛顿非营利组织“公开秘密”披露，佩洛西的财富从2004年的4100万美元增加到现在的近1.15亿美元。</p><p>佩洛西一家只是国会山拥有“不可思议”好运的投资者之一。市场观察网站称，美国国会议员及其配偶不仅进行大量股票投资，而且他们的投资回报率明显高于平均水平。</p><p><img src=\"https://static.tigerbbs.com/3407cef174649e19892bf0fb1d23bcab\" tg-width=\"630\" tg-height=\"380\" referrerpolicy=\"no-referrer\"/>美国国会大厦。资料图</p><p>美国国会议员及其亲属去年的股票交易额高达3.55亿美元，包括买进1.8亿美元股票以及卖出1.75亿美元股票。在这之中，共和党议员所涉股票交易金额约为2.01亿美元，民主党议员约为1.54亿美元。去年股票买卖金额超过50万美元的美国国会议员有41人，其中得州联邦众议员、共和党人麦考尔以及加州联邦众议员、民主党人康纳被称为国会山两大“股票交易员”。麦考尔被爆在2021年买进约3100万美元股票，卖出约3500万美元股票。康纳则买进约3400万美元股票，卖出约1900万美元股票。</p><p>国会已经成为很多议员的致富场所。《纽约邮报》以新泽西州联邦议员、民主党人戈特海默为例，讲述议员在股市上的“风云操作”。戈特海默是最活跃的国会山“股票交易员”之一，仅在2021年第一季度就进行了134笔交易。和佩洛西一样，他也偏爱科技股。在经过多年的小额股票交易后，戈特海默去年转向风险更高的期权交易，每次交易价值高达100万美元。根据追踪政客股市投资的“非比寻常鲸鱼”网站收集的公开信息，去年戈特海默买入6450万股期权，卖出6218万股。该网站估计戈特海默的投资回报率为12.7%。</p><p><b>危机成为投资良机</b></p><p>《纽约时报》援引一份调查报告称，一些国会议员凭借对政策变化的了解，在股价上涨前买进股票，在股价下跌前抛售股票，以此获利。多家美媒的报道显示，很多国会议员利用危机“致富”，俄乌军事冲突、新冠肺炎疫情等都成为他们重要的投资机会。</p><p>据《野兽日报》3月19日报道，在俄乌军事冲突爆发前后，十多名美国国会议员在紧张地进行股票交易。有数据显示，从2月1日到3月19日，部分国会议员的股票交易额达到770万美元。美国商业内幕网站5月称，在俄乌冲突爆发后，至少20名国会议员买入雷神和洛克希德·马丁公司的股票。受益于美国对乌克兰的军事援助，这两家公司的股票出现大幅上涨。此外，佛州众议员、民主党人舒尔茨1月下旬还买入能源股。自购入后，这些股票的价格也是“一飞冲天”。</p><p>2020年2月13日，也就是世卫组织宣布新冠肺炎疫情为大流行大约一个月前，北卡罗来纳州共和党籍参议员伯尔出售价值160万美元的股票，及时避免了之后的股市熔断。此外，在疫情暴发初期，至少75名美国国会议员买卖包括强生、辉瑞等在内的医药公司股票，而之后美国政府通过的数万亿美元救济法案，让相关股票股价都得到强力提振。</p><p><b>“靠山吃山”</b></p><p>美国国会议员涉嫌内幕交易，不仅让民众觉得不公平，更让他们担心相关利益冲突可能影响美国政策。商业内幕网站近期在审查近9000份议员财务披露报告并对数百人进行采访后发现，很多美国国会议员心里都是生意。</p><p>上述网站称，200多名国会议员和国会高级工作人员涉嫌违反利益冲突原则，其中15名负责制定美国国防政策的议员积极投资军火制造商，十多名“有环保意识的”民主党议员投资化石燃料公司，而购买并持有烟草公司股票的议员有16人，其中包括一些公开反对吸烟的人。商业内幕网站“冲突的国会”对国会议员涉嫌利益冲突程度等进行评级，发现13名参议员和众议员被评为红色“危险”级别，而113名议员被评为黄色“临界”级别。</p><p>事实上，包括国会在内，美国多个机构存在违反利益冲突原则的问题。《华尔街日报》2021年的一项调查发现，从2010年到2018年，131名联邦法官在审理数百起案件时，这些法官及其家属持有或买卖涉案公司股票。除此之外，克拉里达今年1月因涉嫌内幕交易提前辞去美联储副主席职务。在美联储主席鲍威尔宣布救市措施前一天，克拉里达购入一只股票型基金，被指违反利益冲突原则。</p><p><b>股票法是“没牙的老虎”</b></p><p>美国国会议员涉嫌进行内幕交易引发民愤，为什么没有法律对此进行限制？事实上，美国2012年通过《停止利用国会消息交易法案》（简称股票法），禁止议员进行内幕交易，然而这部法律只是聊胜于无，根本没有震慑力。</p><p>根据美国股票法，国会议员、国会行政部门及其工作人员不得利用非公开信息进行股票交易。上述人员要在45天之内报告交易金额超过1000美元的股票和其他有价证券交易行为，以防他们通过未公开信息牟利。此外，上述人员要将其股票及证券交易信息以一种可搜索、可分类以及可下载的形式发布在网上。</p><p>然而美国股票法并不禁止国会议员及其亲属持有或买卖股票，而且即使国会议员违反该法的相关规定，处罚的力度也非常小。根据美国商业内幕网站近期的调查，2020年和2021年，至少有55名国会议员和182名高级国会工作人员逾期提交股票交易报告。他们的借口五花八门，比如不知道股票法的存在、笔误、会计人员的失误等。根据股票法，逾期提交上述报告会被处以200美元的罚款，然而美国国会并没有公开处罚情况，因此外界并不清楚该法的执行力度。此外，过去10年，极少有人因为违反股票法而被起诉。虽然内幕交易很常见，但却难以证实。2020年的一项研究显示，美国只有15%的内幕交易被发现并被起诉。</p><p>美国股票法本来就是“没牙的老虎”，软弱无比，而美国国会2013年运用快速程序通过该法的修正案，取消国会议员等需要将其股票交易报告存入可搜索数据库的条款，进一步弱化了该法的监督作用。</p><p><b>没什么人相信国会的“自我监管”</b></p><p>美国国会议员涉嫌通过内幕交易牟利引发媒体和民众强烈不满。有调查显示，76%的选民认为，国会议员及其配偶在股票市场拥有不公平的优势。67%的美国选民表示，应该禁止议员交易股票。</p><p>尽管公众普遍支持禁止议员炒股，但美国两党绝大部分议员在这一问题上却出奇地一致，这在政治两极分化的美国实属罕见。据英国《卫报》报道，去年12月，佩洛西被问是否支持禁止国会议员及其配偶炒股时，她回答说：“不支持（禁止议员炒股），我们是自由市场经济，他们应该能够参与经济活动。”共和党联邦众议员塞申斯称没必要设立相关禁令。民主党籍联邦众议员罗瑞亚则质问记者：“为什么你会认为国会议员天生就是坏人或腐败分子？我们已经有了要求议员报告股票交易的股票法，因此我强烈反对任何类似（禁止国会议员买卖股票）的立法。”</p><p>佩洛西的上述发言引发舆论风暴，她不得不改变立场，声称支持禁止议员炒股的法案。美国Punchbowl News新闻网称，多名消息人士透露，众议院民主党人可能在今年8月提出一项法案，禁止国会议员及其配偶和国会高级工作人员买卖股票。新法案将要求议员等相关人士将其所持股票委托给保密信托(将控制权交给独立第三方)，或者全部出售，否则处以巨额罚款。《卫报》称，共和党籍联邦参议员霍利也提出类似的法案，不过他的法案不包括罚款条款。</p><p>有美媒报道称，上述法案可能9月在国会进行投票。不过要通过这些法案，还有很多障碍。美国总统拜登在相关问题上一直保持沉默。时间也越来越紧迫。国会议员将于8月离开华盛顿特区，等国会休会结束时，这些人又要很快进行中期选举准备，因此很难在9月通过相关法案。</p><p>《纽约邮报》就立法禁止议员进行股票交易采访了一些华盛顿特区高官。一些人对该报表示，国会进行真正自我监管的可能性非常低，以至于这种说法是可笑的，“他们为什么要做对自己不利的事情呢？”有官员表示，美国两党提出相关法案，可能是为了博眼球，而不是想进行严肃改革。一名愤世嫉俗的参议院工作人员直言:“这都是表演……不会有任何结果。”</p><p>这并不是国会第一次讨论限制议员进行股票交易。今年早些时候，禁止国会议员股票交易的呼声高涨，参众两院的立法者都提出了法案，但最终无疾而终。</p><p>有美国问题专家7日接受《环球时报》记者采访时表示，美国国会议员代表的是不同的利益群体，他们不仅利用手中权力为这些利益群体服务，也为代表这些群体的自己服务，所以很多国会议员拼了命地要胜选连任，而让他们通过限制自己利益的法律可能性有多大，可想而知。</p><p>值得注意的是，美国国会大多数议员都是百万富翁。据《今日美国报》2021年报道，非政府组织响应性政治中心估计，多数国会议员的净资产都超过100万美元。华盛顿非营利组织“公开秘密”网站2020年的信息显示，佛罗里达州联邦参议员斯科特是最富有的议员，净资产接近2.6亿美元。佩洛西的身家在所有国会议员中排名第10，共和党参议院领导人麦康纳尔排第19。</p></body></html>","source":"lsy1568628563230","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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美国国会山藏着众多“股神”！他们是如何“持证偷窃”的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 11:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://world.huanqiu.com/article/499IpItgezV><strong>环球时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【环球时报驻美国特约记者 英辰 环球时报特约记者 王晓雄】前不久，美国国会众议院议长佩洛西的丈夫保罗·佩洛西，在国会通过《芯片和科学法案》之前，大量突击购入芯片企业英伟达的股票，引发广泛关注和批评。长久以来，以佩洛西为代表的国会议员及其家属，涉嫌利用他们提前掌握的政策信息进行内幕交易，以此获得巨大利益。《纽约邮报》将这一现象称为“持证偷窃”。他们去年的股票交易额达3.55亿突击买进英伟达股票一事被...</p>\n\n<a href=\"https://world.huanqiu.com/article/499IpItgezV\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6cd3856bd1a18959ba5c374c8cada475","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://world.huanqiu.com/article/499IpItgezV","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154247076","content_text":"【环球时报驻美国特约记者 英辰 环球时报特约记者 王晓雄】前不久，美国国会众议院议长佩洛西的丈夫保罗·佩洛西，在国会通过《芯片和科学法案》之前，大量突击购入芯片企业英伟达的股票，引发广泛关注和批评。长久以来，以佩洛西为代表的国会议员及其家属，涉嫌利用他们提前掌握的政策信息进行内幕交易，以此获得巨大利益。《纽约邮报》将这一现象称为“持证偷窃”。他们去年的股票交易额达3.55亿突击买进英伟达股票一事被曝光后，保罗·佩洛西在巨大的舆论压力下抛售其所持股票，据说亏了34万美元。不过，这些钱对于“股神”佩洛西夫妇来说，不过是九牛一毛，而佩洛西夫妇也只是国会山众多“投资高手”之一。“不可思议”的好运多年来，钟爱科技股的保罗多次精准切中股市“脉搏”，在政府出台相关政策前买入不同企业股票，赚得盆满钵满。据《纽约邮报》报道，自2007年以来，佩洛西一家仅通过投资脸书等5家大型科技公司就获得560万到3040万美元的收益。专门追踪竞选资金和游说数据的华盛顿非营利组织“公开秘密”披露，佩洛西的财富从2004年的4100万美元增加到现在的近1.15亿美元。佩洛西一家只是国会山拥有“不可思议”好运的投资者之一。市场观察网站称，美国国会议员及其配偶不仅进行大量股票投资，而且他们的投资回报率明显高于平均水平。美国国会大厦。资料图美国国会议员及其亲属去年的股票交易额高达3.55亿美元，包括买进1.8亿美元股票以及卖出1.75亿美元股票。在这之中，共和党议员所涉股票交易金额约为2.01亿美元，民主党议员约为1.54亿美元。去年股票买卖金额超过50万美元的美国国会议员有41人，其中得州联邦众议员、共和党人麦考尔以及加州联邦众议员、民主党人康纳被称为国会山两大“股票交易员”。麦考尔被爆在2021年买进约3100万美元股票，卖出约3500万美元股票。康纳则买进约3400万美元股票，卖出约1900万美元股票。国会已经成为很多议员的致富场所。《纽约邮报》以新泽西州联邦议员、民主党人戈特海默为例，讲述议员在股市上的“风云操作”。戈特海默是最活跃的国会山“股票交易员”之一，仅在2021年第一季度就进行了134笔交易。和佩洛西一样，他也偏爱科技股。在经过多年的小额股票交易后，戈特海默去年转向风险更高的期权交易，每次交易价值高达100万美元。根据追踪政客股市投资的“非比寻常鲸鱼”网站收集的公开信息，去年戈特海默买入6450万股期权，卖出6218万股。该网站估计戈特海默的投资回报率为12.7%。危机成为投资良机《纽约时报》援引一份调查报告称，一些国会议员凭借对政策变化的了解，在股价上涨前买进股票，在股价下跌前抛售股票，以此获利。多家美媒的报道显示，很多国会议员利用危机“致富”，俄乌军事冲突、新冠肺炎疫情等都成为他们重要的投资机会。据《野兽日报》3月19日报道，在俄乌军事冲突爆发前后，十多名美国国会议员在紧张地进行股票交易。有数据显示，从2月1日到3月19日，部分国会议员的股票交易额达到770万美元。美国商业内幕网站5月称，在俄乌冲突爆发后，至少20名国会议员买入雷神和洛克希德·马丁公司的股票。受益于美国对乌克兰的军事援助，这两家公司的股票出现大幅上涨。此外，佛州众议员、民主党人舒尔茨1月下旬还买入能源股。自购入后，这些股票的价格也是“一飞冲天”。2020年2月13日，也就是世卫组织宣布新冠肺炎疫情为大流行大约一个月前，北卡罗来纳州共和党籍参议员伯尔出售价值160万美元的股票，及时避免了之后的股市熔断。此外，在疫情暴发初期，至少75名美国国会议员买卖包括强生、辉瑞等在内的医药公司股票，而之后美国政府通过的数万亿美元救济法案，让相关股票股价都得到强力提振。“靠山吃山”美国国会议员涉嫌内幕交易，不仅让民众觉得不公平，更让他们担心相关利益冲突可能影响美国政策。商业内幕网站近期在审查近9000份议员财务披露报告并对数百人进行采访后发现，很多美国国会议员心里都是生意。上述网站称，200多名国会议员和国会高级工作人员涉嫌违反利益冲突原则，其中15名负责制定美国国防政策的议员积极投资军火制造商，十多名“有环保意识的”民主党议员投资化石燃料公司，而购买并持有烟草公司股票的议员有16人，其中包括一些公开反对吸烟的人。商业内幕网站“冲突的国会”对国会议员涉嫌利益冲突程度等进行评级，发现13名参议员和众议员被评为红色“危险”级别，而113名议员被评为黄色“临界”级别。事实上，包括国会在内，美国多个机构存在违反利益冲突原则的问题。《华尔街日报》2021年的一项调查发现，从2010年到2018年，131名联邦法官在审理数百起案件时，这些法官及其家属持有或买卖涉案公司股票。除此之外，克拉里达今年1月因涉嫌内幕交易提前辞去美联储副主席职务。在美联储主席鲍威尔宣布救市措施前一天，克拉里达购入一只股票型基金，被指违反利益冲突原则。股票法是“没牙的老虎”美国国会议员涉嫌进行内幕交易引发民愤，为什么没有法律对此进行限制？事实上，美国2012年通过《停止利用国会消息交易法案》（简称股票法），禁止议员进行内幕交易，然而这部法律只是聊胜于无，根本没有震慑力。根据美国股票法，国会议员、国会行政部门及其工作人员不得利用非公开信息进行股票交易。上述人员要在45天之内报告交易金额超过1000美元的股票和其他有价证券交易行为，以防他们通过未公开信息牟利。此外，上述人员要将其股票及证券交易信息以一种可搜索、可分类以及可下载的形式发布在网上。然而美国股票法并不禁止国会议员及其亲属持有或买卖股票，而且即使国会议员违反该法的相关规定，处罚的力度也非常小。根据美国商业内幕网站近期的调查，2020年和2021年，至少有55名国会议员和182名高级国会工作人员逾期提交股票交易报告。他们的借口五花八门，比如不知道股票法的存在、笔误、会计人员的失误等。根据股票法，逾期提交上述报告会被处以200美元的罚款，然而美国国会并没有公开处罚情况，因此外界并不清楚该法的执行力度。此外，过去10年，极少有人因为违反股票法而被起诉。虽然内幕交易很常见，但却难以证实。2020年的一项研究显示，美国只有15%的内幕交易被发现并被起诉。美国股票法本来就是“没牙的老虎”，软弱无比，而美国国会2013年运用快速程序通过该法的修正案，取消国会议员等需要将其股票交易报告存入可搜索数据库的条款，进一步弱化了该法的监督作用。没什么人相信国会的“自我监管”美国国会议员涉嫌通过内幕交易牟利引发媒体和民众强烈不满。有调查显示，76%的选民认为，国会议员及其配偶在股票市场拥有不公平的优势。67%的美国选民表示，应该禁止议员交易股票。尽管公众普遍支持禁止议员炒股，但美国两党绝大部分议员在这一问题上却出奇地一致，这在政治两极分化的美国实属罕见。据英国《卫报》报道，去年12月，佩洛西被问是否支持禁止国会议员及其配偶炒股时，她回答说：“不支持（禁止议员炒股），我们是自由市场经济，他们应该能够参与经济活动。”共和党联邦众议员塞申斯称没必要设立相关禁令。民主党籍联邦众议员罗瑞亚则质问记者：“为什么你会认为国会议员天生就是坏人或腐败分子？我们已经有了要求议员报告股票交易的股票法，因此我强烈反对任何类似（禁止国会议员买卖股票）的立法。”佩洛西的上述发言引发舆论风暴，她不得不改变立场，声称支持禁止议员炒股的法案。美国Punchbowl News新闻网称，多名消息人士透露，众议院民主党人可能在今年8月提出一项法案，禁止国会议员及其配偶和国会高级工作人员买卖股票。新法案将要求议员等相关人士将其所持股票委托给保密信托(将控制权交给独立第三方)，或者全部出售，否则处以巨额罚款。《卫报》称，共和党籍联邦参议员霍利也提出类似的法案，不过他的法案不包括罚款条款。有美媒报道称，上述法案可能9月在国会进行投票。不过要通过这些法案，还有很多障碍。美国总统拜登在相关问题上一直保持沉默。时间也越来越紧迫。国会议员将于8月离开华盛顿特区，等国会休会结束时，这些人又要很快进行中期选举准备，因此很难在9月通过相关法案。《纽约邮报》就立法禁止议员进行股票交易采访了一些华盛顿特区高官。一些人对该报表示，国会进行真正自我监管的可能性非常低，以至于这种说法是可笑的，“他们为什么要做对自己不利的事情呢？”有官员表示，美国两党提出相关法案，可能是为了博眼球，而不是想进行严肃改革。一名愤世嫉俗的参议院工作人员直言:“这都是表演……不会有任何结果。”这并不是国会第一次讨论限制议员进行股票交易。今年早些时候，禁止国会议员股票交易的呼声高涨，参众两院的立法者都提出了法案，但最终无疾而终。有美国问题专家7日接受《环球时报》记者采访时表示，美国国会议员代表的是不同的利益群体，他们不仅利用手中权力为这些利益群体服务，也为代表这些群体的自己服务，所以很多国会议员拼了命地要胜选连任，而让他们通过限制自己利益的法律可能性有多大，可想而知。值得注意的是，美国国会大多数议员都是百万富翁。据《今日美国报》2021年报道，非政府组织响应性政治中心估计，多数国会议员的净资产都超过100万美元。华盛顿非营利组织“公开秘密”网站2020年的信息显示，佛罗里达州联邦参议员斯科特是最富有的议员，净资产接近2.6亿美元。佩洛西的身家在所有国会议员中排名第10，共和党参议院领导人麦康纳尔排第19。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680202397,"gmtCreate":1655086374320,"gmtModify":1704861041469,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680202397","repostId":"680898754","repostType":1,"repost":{"id":680898754,"gmtCreate":1654864437472,"gmtModify":1704860710895,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"title":"通胀几近失控+美债收益率破3，美股下方的空间还有很大？","htmlText":"当你对市场的波动有足够多的观察时，就会发现一个奇怪的现象：每当价格运行到一个关键位置时，消息面或者资金面上总会出现一些关键性变动，来帮助股市选择方向，这并非偶然，而是投资者们长期以来形成的一种默契，当我们发现这种默契，并把这种时间的和空间的规律记录下来后，就形成了市场上的变盘窗口和斐波那契阻力位。就像现在，当上证指数，恒指，和标普三大市场来到一个关键阻力位的时候，很多黑天鹅就飞出来了，一如我们之前预料的，这次熊市反弹的红利不会那么轻易的让你拿下。来看下标普的日线走势目前标普刚好位于斐波那契0.236的阻力位上，和前低持平，4200这个强阻位在没有绝对利好的情况下很难在短时间内突破，更何况，在两周前“暂停加息预期”下走高的美股，目前遭遇的是通胀担忧的再次袭扰，投资者们已经醒悟，和引发一场衰退来让通胀回落相比而言，高物价才是更难让执政者们容忍的事情。通胀和市场的天平又再次倾斜了。而相比美股的利空压顶，亚太市场要轻松的多，特别是上证指数和恒生。来看他们现在的位置：上证指数上证目前正处在变盘窗口期，一波回调在所难免，但上证指数MACD指标已经出现强力买入信号，长时间在零轴以下运行的快慢线已经向上金叉零轴，而且回调并没有让其打回，但在价位上，上证目前也遭遇了前高的强阻力。短期内可能需要更多利好才能突破。你要注意，目前上证的关键风险来源于人民币，更确切的说，是日元再度暴跌影响下的人民币抛压突然增大。这个将是未来几个月内悬在上证指数头上的一把利剑。再看恒生指数恒生的MACD的形态和上证的优势一样，目前也已经来到了前高的强阻位置，但在估值上的便宜程度却比不上上证，恒生借由前两周的上涨将估值拉到了25PE的位置，而上证指数的PE目前还在11到13之间徘徊上证指数PE但就在这样一个关键节点上，美国的加息预期却突然发生变化，原油和天然气这些主要能源价格的上涨动力又莫名其妙的突然出现，这很难让人不","listText":"当你对市场的波动有足够多的观察时，就会发现一个奇怪的现象：每当价格运行到一个关键位置时，消息面或者资金面上总会出现一些关键性变动，来帮助股市选择方向，这并非偶然，而是投资者们长期以来形成的一种默契，当我们发现这种默契，并把这种时间的和空间的规律记录下来后，就形成了市场上的变盘窗口和斐波那契阻力位。就像现在，当上证指数，恒指，和标普三大市场来到一个关键阻力位的时候，很多黑天鹅就飞出来了，一如我们之前预料的，这次熊市反弹的红利不会那么轻易的让你拿下。来看下标普的日线走势目前标普刚好位于斐波那契0.236的阻力位上，和前低持平，4200这个强阻位在没有绝对利好的情况下很难在短时间内突破，更何况，在两周前“暂停加息预期”下走高的美股，目前遭遇的是通胀担忧的再次袭扰，投资者们已经醒悟，和引发一场衰退来让通胀回落相比而言，高物价才是更难让执政者们容忍的事情。通胀和市场的天平又再次倾斜了。而相比美股的利空压顶，亚太市场要轻松的多，特别是上证指数和恒生。来看他们现在的位置：上证指数上证目前正处在变盘窗口期，一波回调在所难免，但上证指数MACD指标已经出现强力买入信号，长时间在零轴以下运行的快慢线已经向上金叉零轴，而且回调并没有让其打回，但在价位上，上证目前也遭遇了前高的强阻力。短期内可能需要更多利好才能突破。你要注意，目前上证的关键风险来源于人民币，更确切的说，是日元再度暴跌影响下的人民币抛压突然增大。这个将是未来几个月内悬在上证指数头上的一把利剑。再看恒生指数恒生的MACD的形态和上证的优势一样，目前也已经来到了前高的强阻位置，但在估值上的便宜程度却比不上上证，恒生借由前两周的上涨将估值拉到了25PE的位置，而上证指数的PE目前还在11到13之间徘徊上证指数PE但就在这样一个关键节点上，美国的加息预期却突然发生变化，原油和天然气这些主要能源价格的上涨动力又莫名其妙的突然出现，这很难让人不","text":"当你对市场的波动有足够多的观察时，就会发现一个奇怪的现象：每当价格运行到一个关键位置时，消息面或者资金面上总会出现一些关键性变动，来帮助股市选择方向，这并非偶然，而是投资者们长期以来形成的一种默契，当我们发现这种默契，并把这种时间的和空间的规律记录下来后，就形成了市场上的变盘窗口和斐波那契阻力位。就像现在，当上证指数，恒指，和标普三大市场来到一个关键阻力位的时候，很多黑天鹅就飞出来了，一如我们之前预料的，这次熊市反弹的红利不会那么轻易的让你拿下。来看下标普的日线走势目前标普刚好位于斐波那契0.236的阻力位上，和前低持平，4200这个强阻位在没有绝对利好的情况下很难在短时间内突破，更何况，在两周前“暂停加息预期”下走高的美股，目前遭遇的是通胀担忧的再次袭扰，投资者们已经醒悟，和引发一场衰退来让通胀回落相比而言，高物价才是更难让执政者们容忍的事情。通胀和市场的天平又再次倾斜了。而相比美股的利空压顶，亚太市场要轻松的多，特别是上证指数和恒生。来看他们现在的位置：上证指数上证目前正处在变盘窗口期，一波回调在所难免，但上证指数MACD指标已经出现强力买入信号，长时间在零轴以下运行的快慢线已经向上金叉零轴，而且回调并没有让其打回，但在价位上，上证目前也遭遇了前高的强阻力。短期内可能需要更多利好才能突破。你要注意，目前上证的关键风险来源于人民币，更确切的说，是日元再度暴跌影响下的人民币抛压突然增大。这个将是未来几个月内悬在上证指数头上的一把利剑。再看恒生指数恒生的MACD的形态和上证的优势一样，目前也已经来到了前高的强阻位置，但在估值上的便宜程度却比不上上证，恒生借由前两周的上涨将估值拉到了25PE的位置，而上证指数的PE目前还在11到13之间徘徊上证指数PE但就在这样一个关键节点上，美国的加息预期却突然发生变化，原油和天然气这些主要能源价格的上涨动力又莫名其妙的突然出现，这很难让人不","images":[{"img":"https://static.tigerbbs.com/56ba3a3bc2b6e853e3750b06a4e11602","width":"800","height":"534"},{"img":"https://static.tigerbbs.com/0985d068d8359f10859286b1709cac08","width":"800","height":"470"},{"img":"https://static.tigerbbs.com/259f24e8565bc6fd2548dd0c13ad5e94","width":"800","height":"641"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680898754","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":24,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1414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href=\"https://www.laohu8.com/post/617048112\" target=\"_blank\">01 从英伟达/AMD到迈威尔科技，数据中心芯片成业绩胜负手？</a>英伟达新季度业绩分析：数据中心芯片同比83%，持续提速· 创纪录的季度收入 82.9 亿美元，同比增长 46%· 数据中心和游戏的季度收入创纪录从NON-gaap来看，本季度英伟达的收入与净利润增长依然保持了非常高的增速。▷ 分部收入情况：数据中心收入超过游戏收入升至总收入占比第一，数据中心近几个季度英伟达的数据中心芯片收入增长一直在提速，总体比较超预期，分部收入如下图所示。○ 数据中心：同比大增83%，增长还在加速，超过游戏占比第一·第一季度收入达到创纪录的 37.5 亿美元，比去年同期增长 83%，比上一季度增长 15%。·宣布推出NVIDIA Hopper™ GPU 架构，与前代产品相比，性能提升了一个数量级；NVIDIA ® H100 Tensor Core GPU，第一个基于 Hopper 的 GPU，具有 800 亿个晶体管；以及NVIDIA DGX™ H100系统，这是该专用 AI 基础架构的第四代。·宣布基于Arm ®的NVIDIA Grace™ CPU 超级芯片，其中两个 CPU 芯片通过NVLink ® -C2C连贯连接，这是一种新的高速、低延迟芯片到芯片互连。·宣布台湾领先的计算机制造商将发布由 NVIDIA 的 Grace Hopper 和 Grace CPU Superchips 提供支持的第一波系统，预计将于 2023 年上半年推出。·推出全球首个 400Gbps 端到端网络平台NVIDIA Spectrum™-4 ，可实现大规模数据中心基础设施所需的极致性能和强大的安全性。·宣布对 NVIDIA AI 进行重大更新——其中包括用于推进语音、推荐","listText":"前文：<a href=\"https://www.laohu8.com/post/617048112\" target=\"_blank\">01 从英伟达/AMD到迈威尔科技，数据中心芯片成业绩胜负手？</a>英伟达新季度业绩分析：数据中心芯片同比83%，持续提速· 创纪录的季度收入 82.9 亿美元，同比增长 46%· 数据中心和游戏的季度收入创纪录从NON-gaap来看，本季度英伟达的收入与净利润增长依然保持了非常高的增速。▷ 分部收入情况：数据中心收入超过游戏收入升至总收入占比第一，数据中心近几个季度英伟达的数据中心芯片收入增长一直在提速，总体比较超预期，分部收入如下图所示。○ 数据中心：同比大增83%，增长还在加速，超过游戏占比第一·第一季度收入达到创纪录的 37.5 亿美元，比去年同期增长 83%，比上一季度增长 15%。·宣布推出NVIDIA Hopper™ GPU 架构，与前代产品相比，性能提升了一个数量级；NVIDIA ® H100 Tensor Core GPU，第一个基于 Hopper 的 GPU，具有 800 亿个晶体管；以及NVIDIA DGX™ H100系统，这是该专用 AI 基础架构的第四代。·宣布基于Arm ®的NVIDIA Grace™ CPU 超级芯片，其中两个 CPU 芯片通过NVLink ® -C2C连贯连接，这是一种新的高速、低延迟芯片到芯片互连。·宣布台湾领先的计算机制造商将发布由 NVIDIA 的 Grace Hopper 和 Grace CPU Superchips 提供支持的第一波系统，预计将于 2023 年上半年推出。·推出全球首个 400Gbps 端到端网络平台NVIDIA Spectrum™-4 ，可实现大规模数据中心基础设施所需的极致性能和强大的安全性。·宣布对 NVIDIA AI 进行重大更新——其中包括用于推进语音、推荐","text":"前文：01 从英伟达/AMD到迈威尔科技，数据中心芯片成业绩胜负手？英伟达新季度业绩分析：数据中心芯片同比83%，持续提速· 创纪录的季度收入 82.9 亿美元，同比增长 46%· 数据中心和游戏的季度收入创纪录从NON-gaap来看，本季度英伟达的收入与净利润增长依然保持了非常高的增速。▷ 分部收入情况：数据中心收入超过游戏收入升至总收入占比第一，数据中心近几个季度英伟达的数据中心芯片收入增长一直在提速，总体比较超预期，分部收入如下图所示。○ 数据中心：同比大增83%，增长还在加速，超过游戏占比第一·第一季度收入达到创纪录的 37.5 亿美元，比去年同期增长 83%，比上一季度增长 15%。·宣布推出NVIDIA Hopper™ GPU 架构，与前代产品相比，性能提升了一个数量级；NVIDIA ® H100 Tensor Core GPU，第一个基于 Hopper 的 GPU，具有 800 亿个晶体管；以及NVIDIA DGX™ H100系统，这是该专用 AI 基础架构的第四代。·宣布基于Arm ®的NVIDIA Grace™ CPU 超级芯片，其中两个 CPU 芯片通过NVLink ® -C2C连贯连接，这是一种新的高速、低延迟芯片到芯片互连。·宣布台湾领先的计算机制造商将发布由 NVIDIA 的 Grace Hopper 和 Grace CPU Superchips 提供支持的第一波系统，预计将于 2023 年上半年推出。·推出全球首个 400Gbps 端到端网络平台NVIDIA Spectrum™-4 ，可实现大规模数据中心基础设施所需的极致性能和强大的安全性。·宣布对 NVIDIA AI 进行重大更新——其中包括用于推进语音、推荐","images":[{"img":"https://static.tigerbbs.com/7cbad8c214dda2e351620883fc77ff67","width":"252","height":"107"},{"img":"https://static.tigerbbs.com/d2157e426b6b72aed78d50c2942c4653","width":"554","height":"185"},{"img":"https://static.tigerbbs.com/352156d445f7bea9826c1c59742be9d6","width":"554","height":"275"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617977955","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616821537,"gmtCreate":1651689691854,"gmtModify":1651689691854,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616821537","repostId":"616170066","repostType":1,"repost":{"id":616170066,"gmtCreate":1651620600000,"gmtModify":1651631444453,"author":{"id":"3556669788355570","authorId":"3556669788355570","name":"GuruFocus","avatar":"https://static.tigerbbs.com/39e1e28b3ff68411370a270b2aa9a76d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556669788355570","idStr":"3556669788355570"},"themes":[],"title":"巴菲特夸赞的车险对手：Progressive","htmlText":"巴老对保险业的钟爱众所周知。GEICO是巴菲特受格雷厄姆影响，在青年时期重仓投资的第一家保险公司；后来他更是把GEICO整家纳入麾下。而在股东信中，巴菲特更是盛赞伯克希尔旗下的保险及再保险业务。保险带来的低成本浮存金是伯克希尔投资、收购企业的基石。 而巴菲特最爱的车险公司GEICO，在北美面对着越来越强劲的竞争对手Progressive。巴菲特也公开承认过：“Progressive是经营卓越的企业，而GEICO是经营良好的企业。”他甚至表示，五到十年内，Progressive和GEICO其中有一家会坐上车险行业市占率的头把交椅；其对这个竞争对手的重视程度可见一斑。 晨星公司的数据显示，Progressive的经营情况好于GEICO，其市场份额也在大踏步追赶，已与GEICO十分接近。 GEICO在2017-21的五年间，年化已赚保费（保险公司为过去的时间段提供保险而赚取的保费的一部分）增长率为8.2%，2020年受疫情影响，已赚保费下降了1.3%，然而，GEICO的赔付率却一直呈上升趋势，从2012年的75.9%上升到2017年的86.6%，过去5年，GEICO平均赔付率为80.6%；过去10年的平均赔付率为79.8%。高赔付率带高了GEICO的综合比率（combinedratio，保险业用于计算利润率），在2017-21年度为95.6%，在2012-21年度平均为95.7%。 而Progressive过去5年的年化已赚保费增长率为14.6%，综合比率为92.4%；过去10年的这一比率为12.4%，综合比率为93.5%。 图源：价值大师中文站 市场份额方面，GEICO公司的市场份额在2018-20年间停滞在13.5%左右，然后在2021年恢复到14.3%。而Progressive公司的市场份额在2019-21年期间则跃升了3%，达到和GEICO十分接近的13.7%。 既然Ge","listText":"巴老对保险业的钟爱众所周知。GEICO是巴菲特受格雷厄姆影响，在青年时期重仓投资的第一家保险公司；后来他更是把GEICO整家纳入麾下。而在股东信中，巴菲特更是盛赞伯克希尔旗下的保险及再保险业务。保险带来的低成本浮存金是伯克希尔投资、收购企业的基石。 而巴菲特最爱的车险公司GEICO，在北美面对着越来越强劲的竞争对手Progressive。巴菲特也公开承认过：“Progressive是经营卓越的企业，而GEICO是经营良好的企业。”他甚至表示，五到十年内，Progressive和GEICO其中有一家会坐上车险行业市占率的头把交椅；其对这个竞争对手的重视程度可见一斑。 晨星公司的数据显示，Progressive的经营情况好于GEICO，其市场份额也在大踏步追赶，已与GEICO十分接近。 GEICO在2017-21的五年间，年化已赚保费（保险公司为过去的时间段提供保险而赚取的保费的一部分）增长率为8.2%，2020年受疫情影响，已赚保费下降了1.3%，然而，GEICO的赔付率却一直呈上升趋势，从2012年的75.9%上升到2017年的86.6%，过去5年，GEICO平均赔付率为80.6%；过去10年的平均赔付率为79.8%。高赔付率带高了GEICO的综合比率（combinedratio，保险业用于计算利润率），在2017-21年度为95.6%，在2012-21年度平均为95.7%。 而Progressive过去5年的年化已赚保费增长率为14.6%，综合比率为92.4%；过去10年的这一比率为12.4%，综合比率为93.5%。 图源：价值大师中文站 市场份额方面，GEICO公司的市场份额在2018-20年间停滞在13.5%左右，然后在2021年恢复到14.3%。而Progressive公司的市场份额在2019-21年期间则跃升了3%，达到和GEICO十分接近的13.7%。 既然Ge","text":"巴老对保险业的钟爱众所周知。GEICO是巴菲特受格雷厄姆影响，在青年时期重仓投资的第一家保险公司；后来他更是把GEICO整家纳入麾下。而在股东信中，巴菲特更是盛赞伯克希尔旗下的保险及再保险业务。保险带来的低成本浮存金是伯克希尔投资、收购企业的基石。 而巴菲特最爱的车险公司GEICO，在北美面对着越来越强劲的竞争对手Progressive。巴菲特也公开承认过：“Progressive是经营卓越的企业，而GEICO是经营良好的企业。”他甚至表示，五到十年内，Progressive和GEICO其中有一家会坐上车险行业市占率的头把交椅；其对这个竞争对手的重视程度可见一斑。 晨星公司的数据显示，Progressive的经营情况好于GEICO，其市场份额也在大踏步追赶，已与GEICO十分接近。 GEICO在2017-21的五年间，年化已赚保费（保险公司为过去的时间段提供保险而赚取的保费的一部分）增长率为8.2%，2020年受疫情影响，已赚保费下降了1.3%，然而，GEICO的赔付率却一直呈上升趋势，从2012年的75.9%上升到2017年的86.6%，过去5年，GEICO平均赔付率为80.6%；过去10年的平均赔付率为79.8%。高赔付率带高了GEICO的综合比率（combinedratio，保险业用于计算利润率），在2017-21年度为95.6%，在2012-21年度平均为95.7%。 而Progressive过去5年的年化已赚保费增长率为14.6%，综合比率为92.4%；过去10年的这一比率为12.4%，综合比率为93.5%。 图源：价值大师中文站 市场份额方面，GEICO公司的市场份额在2018-20年间停滞在13.5%左右，然后在2021年恢复到14.3%。而Progressive公司的市场份额在2019-21年期间则跃升了3%，达到和GEICO十分接近的13.7%。 既然Ge","images":[{"img":"https://static.tigerbbs.com/b61a2ee78fc84218b834802161369561","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/6286d16d8f26493882fd3ba286719041","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/71eebeec31204034aaa9978cd668c0b4","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616170066","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633378736,"gmtCreate":1643811810496,"gmtModify":1643811810496,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633378736","repostId":"633353150","repostType":1,"repost":{"id":633353150,"gmtCreate":1643796336964,"gmtModify":1644205304233,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"多空并无对错，只有强弱！","htmlText":"上周我在后台看到一条读者的留言，“许导，前俩天的10倍收益，却在昨天最后一个交易日爆仓了，总共亏完了15万美元，心情特难受。看到放水我总以为会有转机，但是杠杆市场没有做好风险控制，加仓没有止损，昨天盘中V转的时候，又一次(入)场，最终倒在黎明之前。这个节我过不好了，心情特别糟糕，几个月的努力，毁在一次交易上。没了本金我怎么翻身。”9年前，我也曾有过类似经历，爆仓前后情绪的那份焦虑，内心的那股不甘，肉体的那股无力，夹杂着胸口那种难以抑制的压抑。那种感觉很黑，简直暗无天日。你们不是一直有人好奇心作祟，老是在问，“许老师为什么你下的单子那么奇怪，5.28手是有什么特殊含义吗？”一直以来我都避而不答，是因为揭开伤疤很痛的好不好。每一次你们问这样的问题，就是逼着我把那段回忆在反省一次，那问题就好像在拷问自己，“到底你是怎么死的？”1528！那就是9年前墓志铭上标注的数字，尸骨已寒。记住这个数字是在警醒我自己，不想让悲剧重演就选择铭记那段历史。之于我有意义的数字，之于大家其实毫无意义，因为交易的悲欢并不相同。交易真正的痛苦正是来源于你曾拥有过的那份幸福，翻倍得越甜，爆仓得越虐，就像大家看剧一样，开头撒狗粮，结局很虐心的往往有共鸣，因为这像极了人生，像极了交易。真正的大圆满，往往之时导演为了满足观众们的“梦”而营造的一种虚幻，真实的世界常常残酷得多。少数人逼了自己一把才知道自己有多优秀，大多数人逼了自己一把才知道自己还是不行，于是这世界才有那么多人选择躺平。请大家听我一句劝，交易要顺其自然，讲究水到渠成，千万不要逼自己一把，因为结果总能证明我们属于大多数人。所以，哪怕是如今我的内心已如此坚强，一夜之间爆掉近100万还能淡定的说一点不难过是假的，除非，爆掉的是陌生人的账户(如果是学员的其实也难受)。从这位读者的留言时间1月29日来看，我的第一反应是黄金，因为27-28日美联储利率会议金价暴","listText":"上周我在后台看到一条读者的留言，“许导，前俩天的10倍收益，却在昨天最后一个交易日爆仓了，总共亏完了15万美元，心情特难受。看到放水我总以为会有转机，但是杠杆市场没有做好风险控制，加仓没有止损，昨天盘中V转的时候，又一次(入)场，最终倒在黎明之前。这个节我过不好了，心情特别糟糕，几个月的努力，毁在一次交易上。没了本金我怎么翻身。”9年前，我也曾有过类似经历，爆仓前后情绪的那份焦虑，内心的那股不甘，肉体的那股无力，夹杂着胸口那种难以抑制的压抑。那种感觉很黑，简直暗无天日。你们不是一直有人好奇心作祟，老是在问，“许老师为什么你下的单子那么奇怪，5.28手是有什么特殊含义吗？”一直以来我都避而不答，是因为揭开伤疤很痛的好不好。每一次你们问这样的问题，就是逼着我把那段回忆在反省一次，那问题就好像在拷问自己，“到底你是怎么死的？”1528！那就是9年前墓志铭上标注的数字，尸骨已寒。记住这个数字是在警醒我自己，不想让悲剧重演就选择铭记那段历史。之于我有意义的数字，之于大家其实毫无意义，因为交易的悲欢并不相同。交易真正的痛苦正是来源于你曾拥有过的那份幸福，翻倍得越甜，爆仓得越虐，就像大家看剧一样，开头撒狗粮，结局很虐心的往往有共鸣，因为这像极了人生，像极了交易。真正的大圆满，往往之时导演为了满足观众们的“梦”而营造的一种虚幻，真实的世界常常残酷得多。少数人逼了自己一把才知道自己有多优秀，大多数人逼了自己一把才知道自己还是不行，于是这世界才有那么多人选择躺平。请大家听我一句劝，交易要顺其自然，讲究水到渠成，千万不要逼自己一把，因为结果总能证明我们属于大多数人。所以，哪怕是如今我的内心已如此坚强，一夜之间爆掉近100万还能淡定的说一点不难过是假的，除非，爆掉的是陌生人的账户(如果是学员的其实也难受)。从这位读者的留言时间1月29日来看，我的第一反应是黄金，因为27-28日美联储利率会议金价暴","text":"上周我在后台看到一条读者的留言，“许导，前俩天的10倍收益，却在昨天最后一个交易日爆仓了，总共亏完了15万美元，心情特难受。看到放水我总以为会有转机，但是杠杆市场没有做好风险控制，加仓没有止损，昨天盘中V转的时候，又一次(入)场，最终倒在黎明之前。这个节我过不好了，心情特别糟糕，几个月的努力，毁在一次交易上。没了本金我怎么翻身。”9年前，我也曾有过类似经历，爆仓前后情绪的那份焦虑，内心的那股不甘，肉体的那股无力，夹杂着胸口那种难以抑制的压抑。那种感觉很黑，简直暗无天日。你们不是一直有人好奇心作祟，老是在问，“许老师为什么你下的单子那么奇怪，5.28手是有什么特殊含义吗？”一直以来我都避而不答，是因为揭开伤疤很痛的好不好。每一次你们问这样的问题，就是逼着我把那段回忆在反省一次，那问题就好像在拷问自己，“到底你是怎么死的？”1528！那就是9年前墓志铭上标注的数字，尸骨已寒。记住这个数字是在警醒我自己，不想让悲剧重演就选择铭记那段历史。之于我有意义的数字，之于大家其实毫无意义，因为交易的悲欢并不相同。交易真正的痛苦正是来源于你曾拥有过的那份幸福，翻倍得越甜，爆仓得越虐，就像大家看剧一样，开头撒狗粮，结局很虐心的往往有共鸣，因为这像极了人生，像极了交易。真正的大圆满，往往之时导演为了满足观众们的“梦”而营造的一种虚幻，真实的世界常常残酷得多。少数人逼了自己一把才知道自己有多优秀，大多数人逼了自己一把才知道自己还是不行，于是这世界才有那么多人选择躺平。请大家听我一句劝，交易要顺其自然，讲究水到渠成，千万不要逼自己一把，因为结果总能证明我们属于大多数人。所以，哪怕是如今我的内心已如此坚强，一夜之间爆掉近100万还能淡定的说一点不难过是假的，除非，爆掉的是陌生人的账户(如果是学员的其实也难受)。从这位读者的留言时间1月29日来看，我的第一反应是黄金，因为27-28日美联储利率会议金价暴","images":[{"img":"https://static.tigerbbs.com/0040b04ac85c260a9ef7119095041938","width":"632","height":"221"},{"img":"https://static.tigerbbs.com/ff07cbfb6bfaec16e3b35fab90a2bff1","width":"632","height":"170"},{"img":"https://static.tigerbbs.com/46968ed487f554064163c2d3fd6418c4","width":"632","height":"283"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633353150","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877139930,"gmtCreate":1637895878626,"gmtModify":1637895878626,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877139930","repostId":"2185356301","repostType":2,"isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878370906,"gmtCreate":1637155163348,"gmtModify":1637155163348,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"终于等到你更新","listText":"终于等到你更新","text":"终于等到你更新","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/878370906","repostId":"1102706296","repostType":2,"repost":{"id":"1102706296","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":1637154279,"share":"https://www.laohu8.com/m/news/1102706296?lang=&edition=full","pubTime":"2021-11-17 21:04","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1102706296","media":"Tiger Newspress","summary":"U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.At 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.Tesla – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million","content":"<p>U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.</p>\n<p>At 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&amp;P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.</p>\n<p><img src=\"https://static.tigerbbs.com/3313a552f1f185ff01396db4679b33e7\" tg-width=\"1080\" tg-height=\"411\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>Tesla(TSLA)</b> – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million shares. Tesla rose 1.2% in premarket action.</p>\n<p><b>Rivian(RIVN)</b> – Rivian turned red from green in the premarket and has yet to experience a losing session since the electric vehicle maker went public last Wednesday. Rivian has been up about 15% in each of the past two trading days and closed Tuesday at $172.01 compared with its IPO price of $78.</p>\n<p><b>Lucid Group(LCID)</b> – The electric vehicle maker rose another 5.5% in the premarket following a nearly 24% surge Tuesday. Yesterday’s rally came amid Lucid’s statement that it was seeing “significant demand” for its Lucid Air model.</p>\n<p><b>Pfizer(PFE),BioNTech(BNTX)</b> – The FDA has promised a quick review of the application to approve the Pfizer/BioNTech Covid-19 booster dose for all adults. The New York Times reports that a decision could come as soon as Thursday. BioNTech rose 1.6% in the premarket, while Pfizer gained 0.7%.</p>\n<p><b>Roku(ROKU) </b>– The stock was downgraded to “sell” from “neutral” at Moffett Nathanson, which said signs of slowing revenue growth for the video streaming device maker have become more obvious and forced the firm to rethink its long-term assumptions. Roku shares fell 2.8% in premarket trading.</p>\n<p><b>Baidu(BIDU)</b> – Baidu beat estimates on the top and bottom lines for its latest quarter, with the China-based e-commerce company benefiting from stronger ad sales as well as strength in cloud and artificial intelligence products. Baidu added 0.5% in the premarket.</p>\n<p><b>Visa(V)</b>&nbsp;–&nbsp;Visa&nbsp;fell 3.4% after Amazon.com&nbsp;said it would stop accepting credit cards issued by the world's largest payment processor in the United Kingdom from next year due to the high fees charged for transactions.</p>\n<p><b>Boeing(BA)</b>&nbsp;–&nbsp;Wells Fargo&nbsp;upgraded shares of Boeing to overweight from equal weight, saying in a note to clients Wednesday that the company was set up for a stretch of good news following several years of underperformance.Boeing&nbsp;shares&nbsp;rose&nbsp;1.6%&nbsp;in premarket trading.</p>\n<p><b>PayPal(PYPL)</b>&nbsp;–&nbsp;PayPal Holdings&nbsp;shares&nbsp;slip 2.3%&nbsp;in premarket trading after Bernstein analyst Harshita Rawat downgrades the stock to Market Perform from Outperform as change in the payments space accelerates putting PayPal at risk of being disrupted.</p>\n<p><b>Lowe’s(LOW)</b> – Lowe’s rose 3.4% in the premarket after beating estimates on the top and bottom lines and raising its annual revenue forecast. The home improvement retailer earned an adjusted $2.73 per share for the third quarter, 37 cents above estimates, with comparable store sales up 2.2%. Analysts had expected comp sales to decline by 1.5%.</p>\n<p><b>Target(TGT)</b> – Target reported an adjusted quarterly profit of $3.03 per share, beating consensus estimates by 20 cents, with revenue also above Street projections. Comparable store sales rose 12.7% compared with forecasts of an 8.2% increase. Despite the beats, the retailer’s shares slid 3.7% in premarket action.</p>\n<p><b>GlaxoSmithKline(GSK),Vir Biotechnology(VIR)</b> – The drug makers signed contracts to sell about $1 billion worth of their Covid-19 treatment to the U.S. government. The government also has an option to buy additional doses that last through March 2022. Glaxo was down 0.4% in premarket trading, but Vir’s stock soared 13.4%.</p>\n<p><b>Arrival(ARVL)</b>&nbsp;–&nbsp;Arrival&nbsp;stock&nbsp;tumbled&nbsp;13.4%&nbsp;in premarket trading.Arrival&nbsp;announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with&nbsp;SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.</p>\n<p><b>La-Z-Boy(LZB)</b> – La-Z-Boy jumped 7.6% in premarket trading after the furniture maker beat estimates by 8 cents with a quarterly profit of 85 cents per share. Revenue also beat forecasts, and the company said it continues to see strong consumer demand although it has been impacted by supply chain disruptions.</p>\n<p><b>Deere(DE) </b>– Deere workers will vote on a tentative contract offer today, after rejecting two previous tentative pacts. Those workers have been on strike since October 14.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Wednesday</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\">\nToplines Before US Market Open on Wednesday\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\">2021-11-17 21:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.</p>\n<p>At 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&amp;P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.</p>\n<p><img src=\"https://static.tigerbbs.com/3313a552f1f185ff01396db4679b33e7\" tg-width=\"1080\" tg-height=\"411\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>Tesla(TSLA)</b> – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million shares. Tesla rose 1.2% in premarket action.</p>\n<p><b>Rivian(RIVN)</b> – Rivian turned red from green in the premarket and has yet to experience a losing session since the electric vehicle maker went public last Wednesday. Rivian has been up about 15% in each of the past two trading days and closed Tuesday at $172.01 compared with its IPO price of $78.</p>\n<p><b>Lucid Group(LCID)</b> – The electric vehicle maker rose another 5.5% in the premarket following a nearly 24% surge Tuesday. Yesterday’s rally came amid Lucid’s statement that it was seeing “significant demand” for its Lucid Air model.</p>\n<p><b>Pfizer(PFE),BioNTech(BNTX)</b> – The FDA has promised a quick review of the application to approve the Pfizer/BioNTech Covid-19 booster dose for all adults. The New York Times reports that a decision could come as soon as Thursday. BioNTech rose 1.6% in the premarket, while Pfizer gained 0.7%.</p>\n<p><b>Roku(ROKU) </b>– The stock was downgraded to “sell” from “neutral” at Moffett Nathanson, which said signs of slowing revenue growth for the video streaming device maker have become more obvious and forced the firm to rethink its long-term assumptions. Roku shares fell 2.8% in premarket trading.</p>\n<p><b>Baidu(BIDU)</b> – Baidu beat estimates on the top and bottom lines for its latest quarter, with the China-based e-commerce company benefiting from stronger ad sales as well as strength in cloud and artificial intelligence products. Baidu added 0.5% in the premarket.</p>\n<p><b>Visa(V)</b>&nbsp;–&nbsp;Visa&nbsp;fell 3.4% after Amazon.com&nbsp;said it would stop accepting credit cards issued by the world's largest payment processor in the United Kingdom from next year due to the high fees charged for transactions.</p>\n<p><b>Boeing(BA)</b>&nbsp;–&nbsp;Wells Fargo&nbsp;upgraded shares of Boeing to overweight from equal weight, saying in a note to clients Wednesday that the company was set up for a stretch of good news following several years of underperformance.Boeing&nbsp;shares&nbsp;rose&nbsp;1.6%&nbsp;in premarket trading.</p>\n<p><b>PayPal(PYPL)</b>&nbsp;–&nbsp;PayPal Holdings&nbsp;shares&nbsp;slip 2.3%&nbsp;in premarket trading after Bernstein analyst Harshita Rawat downgrades the stock to Market Perform from Outperform as change in the payments space accelerates putting PayPal at risk of being disrupted.</p>\n<p><b>Lowe’s(LOW)</b> – Lowe’s rose 3.4% in the premarket after beating estimates on the top and bottom lines and raising its annual revenue forecast. The home improvement retailer earned an adjusted $2.73 per share for the third quarter, 37 cents above estimates, with comparable store sales up 2.2%. Analysts had expected comp sales to decline by 1.5%.</p>\n<p><b>Target(TGT)</b> – Target reported an adjusted quarterly profit of $3.03 per share, beating consensus estimates by 20 cents, with revenue also above Street projections. Comparable store sales rose 12.7% compared with forecasts of an 8.2% increase. Despite the beats, the retailer’s shares slid 3.7% in premarket action.</p>\n<p><b>GlaxoSmithKline(GSK),Vir Biotechnology(VIR)</b> – The drug makers signed contracts to sell about $1 billion worth of their Covid-19 treatment to the U.S. government. The government also has an option to buy additional doses that last through March 2022. Glaxo was down 0.4% in premarket trading, but Vir’s stock soared 13.4%.</p>\n<p><b>Arrival(ARVL)</b>&nbsp;–&nbsp;Arrival&nbsp;stock&nbsp;tumbled&nbsp;13.4%&nbsp;in premarket trading.Arrival&nbsp;announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with&nbsp;SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.</p>\n<p><b>La-Z-Boy(LZB)</b> – La-Z-Boy jumped 7.6% in premarket trading after the furniture maker beat estimates by 8 cents with a quarterly profit of 85 cents per share. Revenue also beat forecasts, and the company said it continues to see strong consumer demand although it has been impacted by supply chain disruptions.</p>\n<p><b>Deere(DE) </b>– Deere workers will vote on a tentative contract offer today, after rejecting two previous tentative pacts. Those workers have been on strike since October 14.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102706296","content_text":"U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.\nAt 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.\n\nStocks making the biggest moves premarket:\nTesla(TSLA) – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million shares. Tesla rose 1.2% in premarket action.\nRivian(RIVN) – Rivian turned red from green in the premarket and has yet to experience a losing session since the electric vehicle maker went public last Wednesday. Rivian has been up about 15% in each of the past two trading days and closed Tuesday at $172.01 compared with its IPO price of $78.\nLucid Group(LCID) – The electric vehicle maker rose another 5.5% in the premarket following a nearly 24% surge Tuesday. Yesterday’s rally came amid Lucid’s statement that it was seeing “significant demand” for its Lucid Air model.\nPfizer(PFE),BioNTech(BNTX) – The FDA has promised a quick review of the application to approve the Pfizer/BioNTech Covid-19 booster dose for all adults. The New York Times reports that a decision could come as soon as Thursday. BioNTech rose 1.6% in the premarket, while Pfizer gained 0.7%.\nRoku(ROKU) – The stock was downgraded to “sell” from “neutral” at Moffett Nathanson, which said signs of slowing revenue growth for the video streaming device maker have become more obvious and forced the firm to rethink its long-term assumptions. Roku shares fell 2.8% in premarket trading.\nBaidu(BIDU) – Baidu beat estimates on the top and bottom lines for its latest quarter, with the China-based e-commerce company benefiting from stronger ad sales as well as strength in cloud and artificial intelligence products. Baidu added 0.5% in the premarket.\nVisa(V) – Visa fell 3.4% after Amazon.com said it would stop accepting credit cards issued by the world's largest payment processor in the United Kingdom from next year due to the high fees charged for transactions.\nBoeing(BA) – Wells Fargo upgraded shares of Boeing to overweight from equal weight, saying in a note to clients Wednesday that the company was set up for a stretch of good news following several years of underperformance.Boeing shares rose 1.6% in premarket trading.\nPayPal(PYPL) – PayPal Holdings shares slip 2.3% in premarket trading after Bernstein analyst Harshita Rawat downgrades the stock to Market Perform from Outperform as change in the payments space accelerates putting PayPal at risk of being disrupted.\nLowe’s(LOW) – Lowe’s rose 3.4% in the premarket after beating estimates on the top and bottom lines and raising its annual revenue forecast. The home improvement retailer earned an adjusted $2.73 per share for the third quarter, 37 cents above estimates, with comparable store sales up 2.2%. Analysts had expected comp sales to decline by 1.5%.\nTarget(TGT) – Target reported an adjusted quarterly profit of $3.03 per share, beating consensus estimates by 20 cents, with revenue also above Street projections. Comparable store sales rose 12.7% compared with forecasts of an 8.2% increase. Despite the beats, the retailer’s shares slid 3.7% in premarket action.\nGlaxoSmithKline(GSK),Vir Biotechnology(VIR) – The drug makers signed contracts to sell about $1 billion worth of their Covid-19 treatment to the U.S. government. The government also has an option to buy additional doses that last through March 2022. Glaxo was down 0.4% in premarket trading, but Vir’s stock soared 13.4%.\nArrival(ARVL) – Arrival stock tumbled 13.4% in premarket trading.Arrival announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.\nLa-Z-Boy(LZB) – La-Z-Boy jumped 7.6% in premarket trading after the furniture maker beat estimates by 8 cents with a quarterly profit of 85 cents per share. Revenue also beat forecasts, and the company said it continues to see strong consumer demand although it has been impacted by supply chain disruptions.\nDeere(DE) – Deere workers will vote on a tentative contract offer today, after rejecting two previous tentative pacts. Those workers have been on strike since October 14.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870546406,"gmtCreate":1636638746835,"gmtModify":1636638746835,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"Is&nbsp;this from bezinga pro？ Anyone know？","listText":"Is&nbsp;this from bezinga pro？ Anyone know？","text":"Is this from bezinga pro？ Anyone know？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870546406","repostId":"1156660858","repostType":2,"repost":{"id":"1156660858","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":1636113788,"share":"https://www.laohu8.com/m/news/1156660858?lang=&edition=full","pubTime":"2021-11-05 20:03","market":"us","language":"en","title":"Toplines Before US Market Open on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1156660858","media":"Tiger Newspress","summary":"Futures tracking the S&P 500 and Nasdaq indexes hit a record high on Friday, boosted by a batch of s","content":"<p>Futures tracking the S&amp;P 500 and Nasdaq indexes hit a record high on Friday, boosted by a batch of strong earnings reports and Pfizer, while investors looked to monthly employment data for clues on the pace of economic growth.</p>\n<p>At 08:00 a.m. ET, Dow e-minis were up 54 points, or 0.15%, S&amp;P 500 e-minis were up 10.75 points, or 0.23%, and Nasdaq 100 e-minis were up 23.75 points, or 0.15%.</p>\n<p><img src=\"https://static.tigerbbs.com/1e1332bf1b10c768776f84a7da4d481e\" tg-width=\"1080\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p>\n<p>Travel stocks rose following the news, with American Airline , United Airlines, Delta Air Lines, cruise operators Carnival Corp and Norwegian Cruise rising between 2% and 4%.</p>\n<p>The U.S. economy added more jobs than expected in October while the unemployment rate fell to 4.6%, the Labor Department reported Friday.Nonfarm payrolls increased by 531,000 for the month, compared to the Dow Jones estimate of 450,000. The unemployment rate had been expected to edge down to 4.7%.</p>\n<p>Meanwhile, the U.S. House of Representatives is expected to vote on Friday on the social policy and climate-change bill and a bipartisan infrastructure bill.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>Pfizer(PFE)</b> – The drug maker's shares surged 10.4% in premarket trading after a study showed that its experimental Covid-19 antiviral pill reduced the risk of hospitalization and death by nearly 90%. Pfizer said it will ask regulators to approve the pill as soon as possible.</p>\n<p><b>DraftKings(DKNG)</b> – The sports betting company’s stock slid 10% in the premarket after it reported a wider-than-expected loss and revenue that fell short of Street forecasts. DraftKings did raise the midpoint of its fiscal 2021 revenue guidance and said it expected a strong 2022.</p>\n<p><b>Nvidia(NVDA)&nbsp;</b>–&nbsp;Nvidia shares rose&nbsp;3% in premarket trading Friday&nbsp;after a 12% rise yesterday.Well Fargo Securities analyst Aaron Rakers reiterated an Overweight rating on Nvidia and bumped up the price target from $245 to $320.</p>\n<p><b>Peloton(PTON)</b> – Peloton tumbled 33% in the premarket after the fitness equipment maker slashed its full-year sales forecast by $1 billion, amid slowing demand for bikes and treadmills. Peloton also reported a quarterly loss of $1.21 per share, wider than the $1.07 loss expected by analysts, and revenue fell short of estimates as well.</p>\n<p><b>Expedia(EXPE)</b> – Expedia earned an adjusted $3.53 per share for its latest quarter, well above the $1.65 consensus estimate. Revenue was also higher than expected, with the travel services company benefiting from the surge in travel demand. Expedia soared 13.7% in premarket trading.</p>\n<p><b>Airbnb(ABNB)</b> – Airbnb rallied 5.9% in the premarket as the travel-demand surge lifted sales and earnings beyond Wall Street forecasts. Airbnb earned $1.22 per share for its latest quarter, beating the $0.75 consensus estimate, with sales coming in at a record high. The company also said it expects a strong holiday season.</p>\n<p><b>Uber Technologies(UBER) </b>– Uber reported its first profitable quarter on an adjusted basis, thanks to upbeat performances by its ride-sharing and food delivery services. It did post an overall loss due to the drop in value of its stake in China ride-hailing company&nbsp;Didi(DIDI). Uber rose 2.5% in premarket trading.</p>\n<p><b>Pinterest(PINS)</b> – Pinterest came in 5 cents above estimates with an adjusted quarterly profit of 28 cents per share, and the image-sharing site operator’s revenue also topped analyst forecasts. It is also predicting an upbeat current quarter as the online retailer spends more on holiday season ads. Pinterest jumped 3.8% in premarket action.</p>\n<p><b>Square(SQ)</b> -Square matched estimates with quarterly earnings of 37 cents per share, while the mobile payments company’s revenue missed forecasts. Square did see a nearly 60% rise in profit from a year earlier, thanks in large part to a surge in bitcoin transactions, but the stock dropped 3.5% in premarket trading.</p>\n<p><b>Canopy Growth(CGC)</b> – The Canadian cannabis producer lost 3 cents per share for its latest quarter, smaller than the 20-cent loss expected by analysts. However, revenue fell short of estimates and the company flagged slower-than-expected revenue growth for the second half of fiscal 2022. The stock fell 2.7% in the premarket.</p>\n<p><b>Shake Shack(SHAK)</b> – Shake Shack reported a quarterly loss of 5 cents per share, 1 cent less than Wall Street had anticipated, but the restaurant chain’s sales missed analyst forecasts. Despite the revenue miss, Shake Shack rallied 7.6% in the premarket.</p>\n<p><b>Canada Goose(GOOS)</b> – The outerwear maker reported an unexpected profit for its latest quarter along with better-than-expected revenue, and also raised its full-year forecast. Canada Goose also said it’s seeing an indication of a strong winter season, and shares jumped 7.4% in the premarket.</p>\n<p><b>Live Nation Entertainment(LYV) </b>– Live Nation shares rallied 5.4% in premarket action after the event promoter returned to profit amid a sales surge as live events returned. Results exceeded analyst estimates.</p>\n<p><b>Lions Gate Entertainment(LGF)</b> – The movie and tv studio is considering a sale or spin-off of its Starz premium cable channel, saying it sees the potential to unlock significant shareholder value. The stock surged 15.1% in the premarket.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Friday</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\">\nToplines Before US Market Open on Friday\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\">2021-11-05 20:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Futures tracking the S&amp;P 500 and Nasdaq indexes hit a record high on Friday, boosted by a batch of strong earnings reports and Pfizer, while investors looked to monthly employment data for clues on the pace of economic growth.</p>\n<p>At 08:00 a.m. ET, Dow e-minis were up 54 points, or 0.15%, S&amp;P 500 e-minis were up 10.75 points, or 0.23%, and Nasdaq 100 e-minis were up 23.75 points, or 0.15%.</p>\n<p><img src=\"https://static.tigerbbs.com/1e1332bf1b10c768776f84a7da4d481e\" tg-width=\"1080\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p>\n<p>Travel stocks rose following the news, with American Airline , United Airlines, Delta Air Lines, cruise operators Carnival Corp and Norwegian Cruise rising between 2% and 4%.</p>\n<p>The U.S. economy added more jobs than expected in October while the unemployment rate fell to 4.6%, the Labor Department reported Friday.Nonfarm payrolls increased by 531,000 for the month, compared to the Dow Jones estimate of 450,000. The unemployment rate had been expected to edge down to 4.7%.</p>\n<p>Meanwhile, the U.S. House of Representatives is expected to vote on Friday on the social policy and climate-change bill and a bipartisan infrastructure bill.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>Pfizer(PFE)</b> – The drug maker's shares surged 10.4% in premarket trading after a study showed that its experimental Covid-19 antiviral pill reduced the risk of hospitalization and death by nearly 90%. Pfizer said it will ask regulators to approve the pill as soon as possible.</p>\n<p><b>DraftKings(DKNG)</b> – The sports betting company’s stock slid 10% in the premarket after it reported a wider-than-expected loss and revenue that fell short of Street forecasts. DraftKings did raise the midpoint of its fiscal 2021 revenue guidance and said it expected a strong 2022.</p>\n<p><b>Nvidia(NVDA)&nbsp;</b>–&nbsp;Nvidia shares rose&nbsp;3% in premarket trading Friday&nbsp;after a 12% rise yesterday.Well Fargo Securities analyst Aaron Rakers reiterated an Overweight rating on Nvidia and bumped up the price target from $245 to $320.</p>\n<p><b>Peloton(PTON)</b> – Peloton tumbled 33% in the premarket after the fitness equipment maker slashed its full-year sales forecast by $1 billion, amid slowing demand for bikes and treadmills. Peloton also reported a quarterly loss of $1.21 per share, wider than the $1.07 loss expected by analysts, and revenue fell short of estimates as well.</p>\n<p><b>Expedia(EXPE)</b> – Expedia earned an adjusted $3.53 per share for its latest quarter, well above the $1.65 consensus estimate. Revenue was also higher than expected, with the travel services company benefiting from the surge in travel demand. Expedia soared 13.7% in premarket trading.</p>\n<p><b>Airbnb(ABNB)</b> – Airbnb rallied 5.9% in the premarket as the travel-demand surge lifted sales and earnings beyond Wall Street forecasts. Airbnb earned $1.22 per share for its latest quarter, beating the $0.75 consensus estimate, with sales coming in at a record high. The company also said it expects a strong holiday season.</p>\n<p><b>Uber Technologies(UBER) </b>– Uber reported its first profitable quarter on an adjusted basis, thanks to upbeat performances by its ride-sharing and food delivery services. It did post an overall loss due to the drop in value of its stake in China ride-hailing company&nbsp;Didi(DIDI). Uber rose 2.5% in premarket trading.</p>\n<p><b>Pinterest(PINS)</b> – Pinterest came in 5 cents above estimates with an adjusted quarterly profit of 28 cents per share, and the image-sharing site operator’s revenue also topped analyst forecasts. It is also predicting an upbeat current quarter as the online retailer spends more on holiday season ads. Pinterest jumped 3.8% in premarket action.</p>\n<p><b>Square(SQ)</b> -Square matched estimates with quarterly earnings of 37 cents per share, while the mobile payments company’s revenue missed forecasts. Square did see a nearly 60% rise in profit from a year earlier, thanks in large part to a surge in bitcoin transactions, but the stock dropped 3.5% in premarket trading.</p>\n<p><b>Canopy Growth(CGC)</b> – The Canadian cannabis producer lost 3 cents per share for its latest quarter, smaller than the 20-cent loss expected by analysts. However, revenue fell short of estimates and the company flagged slower-than-expected revenue growth for the second half of fiscal 2022. The stock fell 2.7% in the premarket.</p>\n<p><b>Shake Shack(SHAK)</b> – Shake Shack reported a quarterly loss of 5 cents per share, 1 cent less than Wall Street had anticipated, but the restaurant chain’s sales missed analyst forecasts. Despite the revenue miss, Shake Shack rallied 7.6% in the premarket.</p>\n<p><b>Canada Goose(GOOS)</b> – The outerwear maker reported an unexpected profit for its latest quarter along with better-than-expected revenue, and also raised its full-year forecast. Canada Goose also said it’s seeing an indication of a strong winter season, and shares jumped 7.4% in the premarket.</p>\n<p><b>Live Nation Entertainment(LYV) </b>– Live Nation shares rallied 5.4% in premarket action after the event promoter returned to profit amid a sales surge as live events returned. Results exceeded analyst estimates.</p>\n<p><b>Lions Gate Entertainment(LGF)</b> – The movie and tv studio is considering a sale or spin-off of its Starz premium cable channel, saying it sees the potential to unlock significant shareholder value. The stock surged 15.1% in the premarket.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOS":"加拿大鹅",".SPX":"S&P 500 Index","UBER":"优步","LYV":"Live Nation Entertainment","DKNG":"DraftKings Inc.","CGC":"Canopy Growth Corporation","EXPE":"Expedia",".DJI":"道琼斯","NVDA":"英伟达","SQ":"Block","PINS":"Pinterest, Inc.","PFE":"辉瑞","PTON":"Peloton Interactive, Inc.","SHAK":"Shake Shack Inc",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156660858","content_text":"Futures tracking the S&P 500 and Nasdaq indexes hit a record high on Friday, boosted by a batch of strong earnings reports and Pfizer, while investors looked to monthly employment data for clues on the pace of economic growth.\nAt 08:00 a.m. ET, Dow e-minis were up 54 points, or 0.15%, S&P 500 e-minis were up 10.75 points, or 0.23%, and Nasdaq 100 e-minis were up 23.75 points, or 0.15%.\n\nTravel stocks rose following the news, with American Airline , United Airlines, Delta Air Lines, cruise operators Carnival Corp and Norwegian Cruise rising between 2% and 4%.\nThe U.S. economy added more jobs than expected in October while the unemployment rate fell to 4.6%, the Labor Department reported Friday.Nonfarm payrolls increased by 531,000 for the month, compared to the Dow Jones estimate of 450,000. The unemployment rate had been expected to edge down to 4.7%.\nMeanwhile, the U.S. House of Representatives is expected to vote on Friday on the social policy and climate-change bill and a bipartisan infrastructure bill.\nStocks making the biggest moves premarket:\nPfizer(PFE) – The drug maker's shares surged 10.4% in premarket trading after a study showed that its experimental Covid-19 antiviral pill reduced the risk of hospitalization and death by nearly 90%. Pfizer said it will ask regulators to approve the pill as soon as possible.\nDraftKings(DKNG) – The sports betting company’s stock slid 10% in the premarket after it reported a wider-than-expected loss and revenue that fell short of Street forecasts. DraftKings did raise the midpoint of its fiscal 2021 revenue guidance and said it expected a strong 2022.\nNvidia(NVDA) – Nvidia shares rose 3% in premarket trading Friday after a 12% rise yesterday.Well Fargo Securities analyst Aaron Rakers reiterated an Overweight rating on Nvidia and bumped up the price target from $245 to $320.\nPeloton(PTON) – Peloton tumbled 33% in the premarket after the fitness equipment maker slashed its full-year sales forecast by $1 billion, amid slowing demand for bikes and treadmills. Peloton also reported a quarterly loss of $1.21 per share, wider than the $1.07 loss expected by analysts, and revenue fell short of estimates as well.\nExpedia(EXPE) – Expedia earned an adjusted $3.53 per share for its latest quarter, well above the $1.65 consensus estimate. Revenue was also higher than expected, with the travel services company benefiting from the surge in travel demand. Expedia soared 13.7% in premarket trading.\nAirbnb(ABNB) – Airbnb rallied 5.9% in the premarket as the travel-demand surge lifted sales and earnings beyond Wall Street forecasts. Airbnb earned $1.22 per share for its latest quarter, beating the $0.75 consensus estimate, with sales coming in at a record high. The company also said it expects a strong holiday season.\nUber Technologies(UBER) – Uber reported its first profitable quarter on an adjusted basis, thanks to upbeat performances by its ride-sharing and food delivery services. It did post an overall loss due to the drop in value of its stake in China ride-hailing company Didi(DIDI). Uber rose 2.5% in premarket trading.\nPinterest(PINS) – Pinterest came in 5 cents above estimates with an adjusted quarterly profit of 28 cents per share, and the image-sharing site operator’s revenue also topped analyst forecasts. It is also predicting an upbeat current quarter as the online retailer spends more on holiday season ads. Pinterest jumped 3.8% in premarket action.\nSquare(SQ) -Square matched estimates with quarterly earnings of 37 cents per share, while the mobile payments company’s revenue missed forecasts. Square did see a nearly 60% rise in profit from a year earlier, thanks in large part to a surge in bitcoin transactions, but the stock dropped 3.5% in premarket trading.\nCanopy Growth(CGC) – The Canadian cannabis producer lost 3 cents per share for its latest quarter, smaller than the 20-cent loss expected by analysts. However, revenue fell short of estimates and the company flagged slower-than-expected revenue growth for the second half of fiscal 2022. The stock fell 2.7% in the premarket.\nShake Shack(SHAK) – Shake Shack reported a quarterly loss of 5 cents per share, 1 cent less than Wall Street had anticipated, but the restaurant chain’s sales missed analyst forecasts. Despite the revenue miss, Shake Shack rallied 7.6% in the premarket.\nCanada Goose(GOOS) – The outerwear maker reported an unexpected profit for its latest quarter along with better-than-expected revenue, and also raised its full-year forecast. Canada Goose also said it’s seeing an indication of a strong winter season, and shares jumped 7.4% in the premarket.\nLive Nation Entertainment(LYV) – Live Nation shares rallied 5.4% in premarket action after the event promoter returned to profit amid a sales surge as live events returned. Results exceeded analyst estimates.\nLions Gate Entertainment(LGF) – The movie and tv studio is considering a sale or spin-off of its Starz premium cable channel, saying it sees the potential to unlock significant shareholder value. The stock surged 15.1% in the premarket.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847609609,"gmtCreate":1636510029775,"gmtModify":1636510029775,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>请问这是来自哪个软件 bezinga pro吗？还是说是老虎自己写的？急！想订阅阅读","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>请问这是来自哪个软件 bezinga pro吗？还是说是老虎自己写的？急！想订阅阅读","text":"$标普500ETF(SPY)$请问这是来自哪个软件 bezinga pro吗？还是说是老虎自己写的？急！想订阅阅读","images":[{"img":"https://static.tigerbbs.com/c781c66b4f341d758d2b6b851f1a409e","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847609609","isVote":1,"tweetType":1,"viewCount":1906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847367532,"gmtCreate":1636495635414,"gmtModify":1636495635414,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JEF\">$杰富瑞(JEF)$</a>搞泡沫的是这家公司吗<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"<a href=\"https://laohu8.com/S/JEF\">$杰富瑞(JEF)$</a>搞泡沫的是这家公司吗<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"$杰富瑞(JEF)$搞泡沫的是这家公司吗$英伟达(NVDA)$$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847367532","isVote":1,"tweetType":1,"viewCount":2186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844727670,"gmtCreate":1636463085760,"gmtModify":1636463085760,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 加油NVDA 带大盘突破出去","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 加油NVDA 带大盘突破出去","text":"$英伟达(NVDA)$ 加油NVDA 带大盘突破出去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844727670","isVote":1,"tweetType":1,"viewCount":1600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844321968,"gmtCreate":1636391202959,"gmtModify":1636391202959,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a>今天为什么跌","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a>今天为什么跌","text":"$耐克(NKE)$今天为什么跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844321968","isVote":1,"tweetType":1,"viewCount":1782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842515301,"gmtCreate":1636199866163,"gmtModify":1636199866163,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"周一满仓 tqqq&nbsp;call？老巫婆唱多，苹果car旧消息又来，周一amd苏妈，周二nvda大会？","listText":"周一满仓 tqqq&nbsp;call？老巫婆唱多，苹果car旧消息又来，周一amd苏妈，周二nvda大会？","text":"周一满仓 tqqq call？老巫婆唱多，苹果car旧消息又来，周一amd苏妈，周二nvda大会？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842515301","isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846247604,"gmtCreate":1636090539432,"gmtModify":1636090539432,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"说这么多还不如直接qqq","listText":"说这么多还不如直接qqq","text":"说这么多还不如直接qqq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846247604","repostId":"2181612716","repostType":2,"repost":{"id":"2181612716","pubTimestamp":1636081522,"share":"https://www.laohu8.com/m/news/2181612716?lang=&edition=full","pubTime":"2021-11-05 11:05","market":"us","language":"zh","title":"中信证券：建议逢低吸纳英伟达，关注微软、亚马逊等稳健型科技巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=2181612716","media":"中信证券研究","summary":"来源：中信证券研究作者：许英博，陈俊云美股科技股2021年继续延续上涨势头，软件服务、半导体、互联网表现突出，同时板块估值继续维持历史高位。在选股策略上，我们亦建议：1）持续关注业绩稳健型科技巨头，比如微软、亚马逊、谷歌、Facebook、苹果、Salesforce、Adobe、高通等；2）逢低吸纳长期科技演进方向的科技龙头，如英伟","content":"<html><body><article><p>来源：<a href=\"https://laohu8.com/S/600030\">中信证券</a>研究</p><p>作者：许英博，陈俊云</p><p>美股科技股2021年继续延续上涨势头，软件服务、半导体、互联网表现突出，同时板块估值继续维持历史高位。展望2022年，我们看好将继续处于高景气周期的软件服务，以及业绩仍具韧性的互联网龙头，但亦需警惕周期逐步见顶的半导体、硬件板块，业绩确定性、估值合理性仍将是2022年我们选股的核心依据。</p><p>缘于经济复苏驱动业绩显著改善，美股科技股2021年继续延续上涨势头，软件服务、半导体、互联网表现突出，同时板块估值继续维持历史高位。伴随美国经济进入复苏后周期，我们判断后续美股科技板块内部业绩将呈现明显分化，同时考虑到当前偏高的估值水平、经济复苏阶段不断收紧流动性等，预计外部金融条件难在估值层面进一步提供支撑，基本面将成为2022年市场演绎的核心因素。</p><p>展望2022年，我们看好将继续处于高景气周期的软件服务，以及业绩仍具韧性的互联网龙头，但亦需警惕周期逐步见顶的半导体、硬件板块，业绩确定性、估值合理性仍将是2022年我们选股的核心依据，我们建议从<strong>业绩稳健</strong>（推荐<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Facebook、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，并建议关注<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>等）、<strong>代表长期科技演进方向</strong>（推荐<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、Sea，并建议关注<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、MongoDB等）两个维度进行选股。<strong>市场回顾：经济复苏、宽裕流动性驱动2021年市场上行。</strong></p><p>截至目前，美股三大指数标普（SPX）、道琼斯（DJI）、纳斯达克（IXIC）年初至今累计分别上涨28%、20%、28%，同时受益于疫情后企业数字化、云化加速的软件服务（+37%），以及今年供需严重错配的半导体（+36%）表现尤为突出，代表性个股方面，谷歌（+58%）、微软（+40%）表现突出。疫情后宏观经济的复苏、持续宽裕的流动性等成为驱动美股整体、龙头个股持续上行的核心支撑。</p><p>展望2022年，来自行业板块、流动性层面的部分核心问题，亦大概率是市场关注的焦点，包括：<strong>1）美国高通胀持续性、Taper&amp;加息节奏；2）半导体供需格局，在线广告、IT硬件的复苏持续性，软件服务景气度等。</strong><strong>市场展望：Taper节奏、加息等为2022年主要系统风险项。</strong></p><p>截至目前，标普信息技术板块以及美股互联网、软件服务、半导体、硬件等板块估值持续处于过去十年期的历史高位，同时处于高位的估值水平亦使得市场的脆弱性不断增加，根据我们统计，二季报后，业绩超预期的个股股价表现相对平淡，而略微的业绩不及预期则导致剧烈的股价回调。</p><p>我们预计美联储可能在11月、12月正式开启Taper。Taper开始之后<span>利率</span>有望企稳，同时明年美国经济增速料好于欧洲和新兴市场，预计强美元将对美股形成支撑，市场整体影响会偏中性。但从点阵图来看，我们仍需警惕2022年的加息进度超预期风险。考虑到当前偏高的估值水平、经济复苏阶段不断收紧等流动性等因素，稳中求进将是2022年相对较优投资策略。<strong>科技板块：业绩增速2021Q2筑顶，但企业数字化、云化等仍将构成中期核心支撑。</strong></p><p>2021Q2标普信息技术、标普软件服务、标普通信服务、标普科技硬件、标普半导体收入增速均达到近期新高，同比增速分别为22%、15%、13%、29.4%、26.8%，FAAMG（Facebook、亚马逊、苹果、微软、谷歌）二季度合计收入同比+36%。我们判断，美股科技板块业绩增速大概率已在Q2筑顶，Q3开始逐季自然下行。</p><p>中长期而言，本次疫情后，企业数字化、云化进程料将持续加速，并进而对软件服务、硬件、半导体等相关板块形成支撑，同时在相对成熟的互联网板块，既有业务盈利能力提升、海外市场拓展等亦将形成重要的成长性来源。整体来看，我们对美股科技板块中长期的业绩确定性、成长性持续看好。<strong>软件服务：高景气有望延续，重点关注基础软件市场。</strong></p><p>伴随疫情后全球企业数字化、云化进程的不断加速，我们预计全球软件SaaS行业中期仍有望保持高景气度。自2021Q2开始，前期疫情受益股（<a href=\"https://laohu8.com/S/ZM\">Zoom</a>等）业绩开始自然回落，同时疫情受损股（Salesforce、Service Now、<a href=\"https://laohu8.com/S/WDAY\">Workday</a>等）订单&amp;收入亦开始进入复苏通道，我们预计进入2022年来自疫情的扰动将基本结束，板块整体将回归正常轨道。</p><p>目前云基础设施在欧美发达市场渗透率已超过20%，且仍在快速增长中，受云厂商对PaaS、云原生能力的积极推动&amp;构建影响，全球基础软件市场产品形态、竞争格局正在发生快速、剧烈变化，并反映在数据管理软件（云化）、IT运维（复杂系统&amp;应用监控、分析等）、信息安全（零信任、终端安全等）、软件开发（DevOps、Low code/No code、RPA等）等领域，这亦将是板块中期主要投资机会的来源。<strong>互联网：预计2022年业绩仍具有韧性。</strong></p><p>缘于发展阶段（整体滞后中国2~3年）、业务覆盖区域（北美以外收入占比超过50%）、业务多样性（云计算、智能硬件等）等因素支撑，我们预计美股互联网企业中期仍有望维持理想的成长性。较高的业绩基数、短期全球供应链扰动等，亦使得当前市场分歧不断加大，但我们判断2022年行业整体仍将具有良好韧性：</p><p>1）在线广告，谷歌（电商）、Facebook（WhatsApp、Messenger、Reels等）等仍具有持续释放广告库存的能力，同时技术水平优化带来的ROI改善仍将是谷歌、Facebook等中期提升广告单价的主要手段；</p><p>2）电商，供应链、海运的问题有望在2022年逐步缓解，亚马逊用于电商的仓储面积在2020、2021年分别增长50%（测算）、30%~40%（预计）；</p><p>3）新业务，Q2 AWS在手订单609亿美元（上季度529亿美元），谷歌云353亿美元（上季度307亿美元），云业务中期业绩能见度、成长性均较为理想。<strong>硬件&amp;半导体：风险持续堆积，关注数据中心硬件、苹果手机&amp;可穿戴等。</strong></p><p>1）硬件板块，作为典型的<span>周期性行业</span>，我们预计全球PC销量在2021年基本见顶，数据中心硬件上行周期将在2022Q2见顶，苹果手机、可穿戴等仍将大概率是明年消费电子领域最确定的方向；</p><p>2）半导体板块，虽短期市场杂音较多，但考虑到明年下游需求（PC、服务器、智能手机等）的边际走弱，以及新增产能的不断释放（预计今年全球半导体设备销售额同比+35%），我们判断行业供需逆转风险正在不断堆积。<strong>风险因素</strong></p><p>美国高通胀持续时间超预期风险；美国Taper、加息节奏超预期风险；欧美经济复苏持续性不及预期风险；美国针对本土企业加税落地风险；中期个人用户商品消费不足、企业IT支出下滑超预期风险；芯片短缺等供应链问题持续扰动风险；国际贸易冲突持续加剧风险等。<strong>投资建议</strong></p><p>伴随疫情后社会经济的逐步恢复正常，我们判断后续板块内部业绩将呈现明显分化，考虑到当前偏高的估值水平、经济复苏阶段不断收紧等流动性等，外部金融条件料难在估值层面进一步提供支撑，基本面将成为2022年市场演绎的核心因素。</p><p>展望2022年，我们看好处于高景气周期的软件服务，以及业绩仍具韧性的互联网，但亦警惕将逐步周期见顶的半导体、硬件板块。同时业绩确定性、估值合理性将是2022年我们选股的核心依据。</p><p>在选股策略上，我们亦建议：1）<strong>持续关注业绩稳健型科技巨头，</strong>比如微软、亚马逊、谷歌、Facebook、苹果、Salesforce、Adobe、高通等；2）<strong>逢低吸纳长期科技演进方向的科技龙头，</strong>如英伟达、ServiceNow、Snowflake、Sea，并关注特斯拉、MongoDB等。</p><p>编辑/Corrine</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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{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中信证券：建议逢低吸纳英伟达，关注微软、亚马逊等稳健型科技巨头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-05 11:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111051105227c510bea&s=b><strong>中信证券研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：中信证券研究作者：许英博，陈俊云美股科技股2021年继续延续上涨势头，软件服务、半导体、互联网表现突出，同时板块估值继续维持历史高位。展望2022年，我们看好将继续处于高景气周期的软件服务，以及业绩仍具韧性的互联网龙头，但亦需警惕周期逐步见顶的半导体、硬件板块，业绩确定性、估值合理性仍将是2022年我们选股的核心依据。缘于经济复苏驱动业绩显著改善，美股科技股2021年继续延续上涨势头，软件...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111051105227c510bea&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111051105227c510bea&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2181612716","content_text":"来源：中信证券研究作者：许英博，陈俊云美股科技股2021年继续延续上涨势头，软件服务、半导体、互联网表现突出，同时板块估值继续维持历史高位。展望2022年，我们看好将继续处于高景气周期的软件服务，以及业绩仍具韧性的互联网龙头，但亦需警惕周期逐步见顶的半导体、硬件板块，业绩确定性、估值合理性仍将是2022年我们选股的核心依据。缘于经济复苏驱动业绩显著改善，美股科技股2021年继续延续上涨势头，软件服务、半导体、互联网表现突出，同时板块估值继续维持历史高位。伴随美国经济进入复苏后周期，我们判断后续美股科技板块内部业绩将呈现明显分化，同时考虑到当前偏高的估值水平、经济复苏阶段不断收紧流动性等，预计外部金融条件难在估值层面进一步提供支撑，基本面将成为2022年市场演绎的核心因素。展望2022年，我们看好将继续处于高景气周期的软件服务，以及业绩仍具韧性的互联网龙头，但亦需警惕周期逐步见顶的半导体、硬件板块，业绩确定性、估值合理性仍将是2022年我们选股的核心依据，我们建议从业绩稳健（推荐微软、亚马逊、Facebook、苹果，并建议关注谷歌、Salesforce、Adobe、高通等）、代表长期科技演进方向（推荐英伟达、ServiceNow、Snowflake、Sea，并建议关注特斯拉、MongoDB等）两个维度进行选股。市场回顾：经济复苏、宽裕流动性驱动2021年市场上行。截至目前，美股三大指数标普（SPX）、道琼斯（DJI）、纳斯达克（IXIC）年初至今累计分别上涨28%、20%、28%，同时受益于疫情后企业数字化、云化加速的软件服务（+37%），以及今年供需严重错配的半导体（+36%）表现尤为突出，代表性个股方面，谷歌（+58%）、微软（+40%）表现突出。疫情后宏观经济的复苏、持续宽裕的流动性等成为驱动美股整体、龙头个股持续上行的核心支撑。展望2022年，来自行业板块、流动性层面的部分核心问题，亦大概率是市场关注的焦点，包括：1）美国高通胀持续性、Taper&加息节奏；2）半导体供需格局，在线广告、IT硬件的复苏持续性，软件服务景气度等。市场展望：Taper节奏、加息等为2022年主要系统风险项。截至目前，标普信息技术板块以及美股互联网、软件服务、半导体、硬件等板块估值持续处于过去十年期的历史高位，同时处于高位的估值水平亦使得市场的脆弱性不断增加，根据我们统计，二季报后，业绩超预期的个股股价表现相对平淡，而略微的业绩不及预期则导致剧烈的股价回调。我们预计美联储可能在11月、12月正式开启Taper。Taper开始之后利率有望企稳，同时明年美国经济增速料好于欧洲和新兴市场，预计强美元将对美股形成支撑，市场整体影响会偏中性。但从点阵图来看，我们仍需警惕2022年的加息进度超预期风险。考虑到当前偏高的估值水平、经济复苏阶段不断收紧等流动性等因素，稳中求进将是2022年相对较优投资策略。科技板块：业绩增速2021Q2筑顶，但企业数字化、云化等仍将构成中期核心支撑。2021Q2标普信息技术、标普软件服务、标普通信服务、标普科技硬件、标普半导体收入增速均达到近期新高，同比增速分别为22%、15%、13%、29.4%、26.8%，FAAMG（Facebook、亚马逊、苹果、微软、谷歌）二季度合计收入同比+36%。我们判断，美股科技板块业绩增速大概率已在Q2筑顶，Q3开始逐季自然下行。中长期而言，本次疫情后，企业数字化、云化进程料将持续加速，并进而对软件服务、硬件、半导体等相关板块形成支撑，同时在相对成熟的互联网板块，既有业务盈利能力提升、海外市场拓展等亦将形成重要的成长性来源。整体来看，我们对美股科技板块中长期的业绩确定性、成长性持续看好。软件服务：高景气有望延续，重点关注基础软件市场。伴随疫情后全球企业数字化、云化进程的不断加速，我们预计全球软件SaaS行业中期仍有望保持高景气度。自2021Q2开始，前期疫情受益股（Zoom等）业绩开始自然回落，同时疫情受损股（Salesforce、Service Now、Workday等）订单&收入亦开始进入复苏通道，我们预计进入2022年来自疫情的扰动将基本结束，板块整体将回归正常轨道。目前云基础设施在欧美发达市场渗透率已超过20%，且仍在快速增长中，受云厂商对PaaS、云原生能力的积极推动&构建影响，全球基础软件市场产品形态、竞争格局正在发生快速、剧烈变化，并反映在数据管理软件（云化）、IT运维（复杂系统&应用监控、分析等）、信息安全（零信任、终端安全等）、软件开发（DevOps、Low code/No code、RPA等）等领域，这亦将是板块中期主要投资机会的来源。互联网：预计2022年业绩仍具有韧性。缘于发展阶段（整体滞后中国2~3年）、业务覆盖区域（北美以外收入占比超过50%）、业务多样性（云计算、智能硬件等）等因素支撑，我们预计美股互联网企业中期仍有望维持理想的成长性。较高的业绩基数、短期全球供应链扰动等，亦使得当前市场分歧不断加大，但我们判断2022年行业整体仍将具有良好韧性：1）在线广告，谷歌（电商）、Facebook（WhatsApp、Messenger、Reels等）等仍具有持续释放广告库存的能力，同时技术水平优化带来的ROI改善仍将是谷歌、Facebook等中期提升广告单价的主要手段；2）电商，供应链、海运的问题有望在2022年逐步缓解，亚马逊用于电商的仓储面积在2020、2021年分别增长50%（测算）、30%~40%（预计）；3）新业务，Q2 AWS在手订单609亿美元（上季度529亿美元），谷歌云353亿美元（上季度307亿美元），云业务中期业绩能见度、成长性均较为理想。硬件&半导体：风险持续堆积，关注数据中心硬件、苹果手机&可穿戴等。1）硬件板块，作为典型的周期性行业，我们预计全球PC销量在2021年基本见顶，数据中心硬件上行周期将在2022Q2见顶，苹果手机、可穿戴等仍将大概率是明年消费电子领域最确定的方向；2）半导体板块，虽短期市场杂音较多，但考虑到明年下游需求（PC、服务器、智能手机等）的边际走弱，以及新增产能的不断释放（预计今年全球半导体设备销售额同比+35%），我们判断行业供需逆转风险正在不断堆积。风险因素美国高通胀持续时间超预期风险；美国Taper、加息节奏超预期风险；欧美经济复苏持续性不及预期风险；美国针对本土企业加税落地风险；中期个人用户商品消费不足、企业IT支出下滑超预期风险；芯片短缺等供应链问题持续扰动风险；国际贸易冲突持续加剧风险等。投资建议伴随疫情后社会经济的逐步恢复正常，我们判断后续板块内部业绩将呈现明显分化，考虑到当前偏高的估值水平、经济复苏阶段不断收紧等流动性等，外部金融条件料难在估值层面进一步提供支撑，基本面将成为2022年市场演绎的核心因素。展望2022年，我们看好处于高景气周期的软件服务，以及业绩仍具韧性的互联网，但亦警惕将逐步周期见顶的半导体、硬件板块。同时业绩确定性、估值合理性将是2022年我们选股的核心依据。在选股策略上，我们亦建议：1）持续关注业绩稳健型科技巨头，比如微软、亚马逊、谷歌、Facebook、苹果、Salesforce、Adobe、高通等；2）逢低吸纳长期科技演进方向的科技龙头，如英伟达、ServiceNow、Snowflake、Sea，并关注特斯拉、MongoDB等。编辑/Corrine","news_type":1},"isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848237116,"gmtCreate":1636000375437,"gmtModify":1636000375437,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"做市商？","listText":"做市商？","text":"做市商？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848237116","repostId":"2180776698","repostType":4,"repost":{"id":"2180776698","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1045080548","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1635992455,"share":"https://www.laohu8.com/m/news/2180776698?lang=&edition=full","pubTime":"2021-11-04 10:20","market":"sg","language":"zh","title":"巨头“大本营”曝光：三条马路撼动A股成交","url":"https://stock-news.laohu8.com/highlight/detail?id=2180776698","media":"华尔街见闻","summary":"根据交易公开交易信息的统计显示，北京市丰台区宋庄路、上海市黄浦区湖滨路、深圳市罗湖区深南东路是目前量化机构最为聚集的“大本营”。由于规模快速扩张，以及这家机构的策略变化，明汯等量化机构在A股公司的“曝光度”骤然上升。据仓位在线，截至三季度末，九坤51次出现在上市公司十大股东行列，成为“曝光度”最高的百亿量化机构。中国中金财富证券北京宋庄路营业部成交额位列第九，但其上榜次数位列全市场前五。","content":"<p>A股市场约有10%~20%的成交被量化交易占据，这渐渐成为行业共识。</p>\n<p>但究竟是哪些机构、哪些地区的交易更加关键呢？</p>\n<p>日前对相关信息的综合分析揭开了这个秘密。</p>\n<p>根据交易公开交易信息的统计显示，<b>北京市丰台区宋庄路、上海市黄浦区湖滨路、深圳市罗湖区深南东路</b>是目前量化机构最为聚集的“大本营”。</p>\n<p>这些路上的券商营业部，成为了量化机构最为偏爱的“通道”，进而也对沪深两市有着举足轻重的地位。</p>\n<p>这背后究竟又有什么不为人知的趣事呢？</p>\n<p><b>01</b></p>\n<p><b>头部阵营“显山露水”</b></p>\n<p>上市公司三季报中，百亿量化私募进入诸多公司的十大股东行列。追踪背后的龙虎榜席位，总能见到上述所在地营业部的“高频”身影。</p>\n<p>这其中，管理规模超百亿元的本土量化私募曝光频率最高，尤其是规模最居前的<b>幻方量化、明汯投资、九坤投资、灵均投资</b>等机构。</p>\n<p>上述机构此前在市场内不显山露水，真正崛起就是去年。</p>\n<p>当时，中国出现首家千亿规模的内资量化机构——明汯投资。</p>\n<p>由于规模快速扩张，以及这家机构的策略变化，明汯等量化机构在A股公司的“曝光度”骤然上升。</p>\n<p>以去年四季度末为例，明汯投资出现在约120家上市公司大股东名单中，这个数字远远超出主观选股型私募基金。</p>\n<p><b>02</b></p>\n<p><b>大型机构“轮流曝光”</b></p>\n<p>除了过去一年有些波折的明汯外，目前规模超千亿的幻方量化，在去年末“曝光度”也很高，出现在40家上市公司大股东名单。</p>\n<p>此外，总体规模紧随幻方之后的九坤投资（超500亿规模），也有一定的曝光次数（不及20次）。</p>\n<p>另一家规模与九坤相当的灵均投资，去年持仓最为隐蔽，只出现一家上市公司的十大股东行列。</p>\n<p>然而，今年的主角开始变化。</p>\n<p><b>上半年起，九坤投资的曝光次数就开始超过明汯、幻方。据仓位在线，截至三季度末，九坤51次出现在上市公司十大股东行列，成为“曝光度”最高的百亿量化机构。</b></p>\n<p><b>03</b></p>\n<p><b>九坤的“地盘”</b></p>\n<p>那么九坤等领头羊量化机构，究竟是在哪些营业部跑道上“狂奔”呢？</p>\n<p>根据公开信息，九坤投资在三季度的重仓持股与下列部分营业部的交易有明显的频率重合。</p>\n<p>具体情况如下：</p>\n<p><img src=\"https://static.tigerbbs.com/7b232227f9a70646e428091883bd1002\" tg-width=\"537\" tg-height=\"1266\" referrerpolicy=\"no-referrer\">虽然，<b>上述席位的交易无法就此确定一定为九坤所为，但确实，这些席位之间的明显重合关系，让人觉得背后自有故事。</b></p>\n<p>比如，上述九坤投资的持股席位中，在龙虎榜出现频率较高的营业部有三家，<b>包括中国国际金融上海黄浦区湖滨路营业部、<a href=\"https://laohu8.com/S/601688\">华泰证券</a>股份有限公司总部、中国中金财富证券北京宋庄路营业部。</b></p>\n<p>在<a href=\"https://laohu8.com/S/688597\">煜邦电力</a>、<a href=\"https://laohu8.com/S/688560\">明冠新材</a>、<a href=\"https://laohu8.com/S/688676\">金盘科技</a>、<a href=\"https://laohu8.com/S/688669\">聚石化学</a>、杭州热点等五家九坤投资持有的公司中，上述三家营业部均同时出现在龙虎榜。</p>\n<p>此外，<a href=\"https://laohu8.com/S/600999\">招商证券</a>深圳<a href=\"https://laohu8.com/S/06099\">招商证券</a>大厦营业部也现身龙虎榜，但在九坤持仓公司的出现频率低于上述三家营业部。</p>\n<p><b>04</b></p>\n<p><b>“量化地盘”举足轻重</b></p>\n<p>值得注意的是，九坤投资使用的营业部席位，在A股市场扮演举足轻重的地位。</p>\n<p>据开源证券的一篇研报，截至今年10月15日，年内登上龙虎榜交易金额的前二十大营业部中，量化机构使用的三家营业部位列全市场前五位。（剔除了沪深股通、机构专用、<a href=\"https://laohu8.com/S/300059\">东方财富</a>拉萨等营业部）<img src=\"https://static.tigerbbs.com/67bba4767cb6410da7efacd99562fa68\" tg-width=\"686\" tg-height=\"380\" referrerpolicy=\"no-referrer\">上文提及的三家与九坤重仓股相关的营业部中，中国国际金融上海黄浦区湖滨路营业部成交金额高居市场第二，贡献了279.7亿元成交额，上榜次数超过1000次。</p>\n<p><a href=\"https://laohu8.com/S/06886\">华泰证券</a>股份有限公司总部上榜次数高达965次，年内成交额达到195.3亿元。</p>\n<p>中国中金财富证券北京宋庄路营业部成交额位列第九，但其上榜次数位列全市场前五。</p>\n<p>上图还指出招商证券深圳深南东路营业部也是量化私募席位。</p>\n<p>这家卖方机构研究指出：上述四家量化私募营业部的上榜次数要显著高于其他知名游资营业部。原因可能是量化私募采用程序化量化交易进行交易，因此在上榜个股覆盖度上要高于普通主动型营业部。<img src=\"https://static.tigerbbs.com/7c4506e038f443128838a0a7c1bb66de\" tg-width=\"953\" tg-height=\"290\" referrerpolicy=\"no-referrer\">此外，报告还认为，上述四个量化私募营业部相互之间协同次数很高，进一步印证了它们很可能都是相关私募的关联席位。</p>\n<p>虽然，量化投资机构们的营业部似乎开始在A股市场中扮演越来越重要的角色，但考虑到分散、系统决策等因素，它们对市场整体涨跌的趋势性影响仍未明显。而因此，它们的未来发展或也不可限量。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巨头“大本营”曝光：三条马路撼动A股成交</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巨头“大本营”曝光：三条马路撼动A股成交\n</h2>\n\n<h4 class=\"meta\">\n\n2021-11-04 10:20 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A股市场约有10%~20%的成交被量化交易占据，这渐渐成为行业共识。\n但究竟是哪些机构、哪些地区的交易更加关键呢？\n日前对相关信息的综合分析揭开了这个秘密。\n根据交易公开交易信息的统计显示，北京市丰台区宋庄路、上海市黄浦区湖滨路、深圳市罗湖区深南东路是目前量化机构最为聚集的“大本营”。\n这些路上的券商营业部，成为了量化机构最为偏爱的“通道”，进而也对沪深两市有着举足轻重的地位。\n这背后究竟又有什么...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95414d8312d8ee2d8fac46fd621f61e7","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180776698","content_text":"A股市场约有10%~20%的成交被量化交易占据，这渐渐成为行业共识。\n但究竟是哪些机构、哪些地区的交易更加关键呢？\n日前对相关信息的综合分析揭开了这个秘密。\n根据交易公开交易信息的统计显示，北京市丰台区宋庄路、上海市黄浦区湖滨路、深圳市罗湖区深南东路是目前量化机构最为聚集的“大本营”。\n这些路上的券商营业部，成为了量化机构最为偏爱的“通道”，进而也对沪深两市有着举足轻重的地位。\n这背后究竟又有什么不为人知的趣事呢？\n01\n头部阵营“显山露水”\n上市公司三季报中，百亿量化私募进入诸多公司的十大股东行列。追踪背后的龙虎榜席位，总能见到上述所在地营业部的“高频”身影。\n这其中，管理规模超百亿元的本土量化私募曝光频率最高，尤其是规模最居前的幻方量化、明汯投资、九坤投资、灵均投资等机构。\n上述机构此前在市场内不显山露水，真正崛起就是去年。\n当时，中国出现首家千亿规模的内资量化机构——明汯投资。\n由于规模快速扩张，以及这家机构的策略变化，明汯等量化机构在A股公司的“曝光度”骤然上升。\n以去年四季度末为例，明汯投资出现在约120家上市公司大股东名单中，这个数字远远超出主观选股型私募基金。\n02\n大型机构“轮流曝光”\n除了过去一年有些波折的明汯外，目前规模超千亿的幻方量化，在去年末“曝光度”也很高，出现在40家上市公司大股东名单。\n此外，总体规模紧随幻方之后的九坤投资（超500亿规模），也有一定的曝光次数（不及20次）。\n另一家规模与九坤相当的灵均投资，去年持仓最为隐蔽，只出现一家上市公司的十大股东行列。\n然而，今年的主角开始变化。\n上半年起，九坤投资的曝光次数就开始超过明汯、幻方。据仓位在线，截至三季度末，九坤51次出现在上市公司十大股东行列，成为“曝光度”最高的百亿量化机构。\n03\n九坤的“地盘”\n那么九坤等领头羊量化机构，究竟是在哪些营业部跑道上“狂奔”呢？\n根据公开信息，九坤投资在三季度的重仓持股与下列部分营业部的交易有明显的频率重合。\n具体情况如下：\n虽然，上述席位的交易无法就此确定一定为九坤所为，但确实，这些席位之间的明显重合关系，让人觉得背后自有故事。\n比如，上述九坤投资的持股席位中，在龙虎榜出现频率较高的营业部有三家，包括中国国际金融上海黄浦区湖滨路营业部、华泰证券股份有限公司总部、中国中金财富证券北京宋庄路营业部。\n在煜邦电力、明冠新材、金盘科技、聚石化学、杭州热点等五家九坤投资持有的公司中，上述三家营业部均同时出现在龙虎榜。\n此外，招商证券深圳招商证券大厦营业部也现身龙虎榜，但在九坤持仓公司的出现频率低于上述三家营业部。\n04\n“量化地盘”举足轻重\n值得注意的是，九坤投资使用的营业部席位，在A股市场扮演举足轻重的地位。\n据开源证券的一篇研报，截至今年10月15日，年内登上龙虎榜交易金额的前二十大营业部中，量化机构使用的三家营业部位列全市场前五位。（剔除了沪深股通、机构专用、东方财富拉萨等营业部）上文提及的三家与九坤重仓股相关的营业部中，中国国际金融上海黄浦区湖滨路营业部成交金额高居市场第二，贡献了279.7亿元成交额，上榜次数超过1000次。\n华泰证券股份有限公司总部上榜次数高达965次，年内成交额达到195.3亿元。\n中国中金财富证券北京宋庄路营业部成交额位列第九，但其上榜次数位列全市场前五。\n上图还指出招商证券深圳深南东路营业部也是量化私募席位。\n这家卖方机构研究指出：上述四家量化私募营业部的上榜次数要显著高于其他知名游资营业部。原因可能是量化私募采用程序化量化交易进行交易，因此在上榜个股覆盖度上要高于普通主动型营业部。此外，报告还认为，上述四个量化私募营业部相互之间协同次数很高，进一步印证了它们很可能都是相关私募的关联席位。\n虽然，量化投资机构们的营业部似乎开始在A股市场中扮演越来越重要的角色，但考虑到分散、系统决策等因素，它们对市场整体涨跌的趋势性影响仍未明显。而因此，它们的未来发展或也不可限量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851605647,"gmtCreate":1634899080405,"gmtModify":1634899080405,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>请问dwac和dwacu什么区别","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>请问dwac和dwacu什么区别","text":"$Digital World Acquisition Corp(DWAC)$请问dwac和dwacu什么区别","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851605647","isVote":1,"tweetType":1,"viewCount":1455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823164433,"gmtCreate":1633602288083,"gmtModify":1633602288083,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823164433","repostId":"2172961524","repostType":2,"repost":{"id":"2172961524","weMediaInfo":{"introduction":"美股大V独家情报资讯，聪明的海外投资者都在这里！","home_visible":1,"media_name":"美股情报局","id":"93","head_image":"https://static.tigerbbs.com/35928b82e1d94fecbe1be1572e5703b0"},"pubTimestamp":1633095480,"share":"https://www.laohu8.com/m/news/2172961524?lang=&edition=full","pubTime":"2021-10-01 21:38","market":"us","language":"zh","title":"深入解读——黑石资本创始人苏世民自传《我的经验与教训》","url":"https://stock-news.laohu8.com/highlight/detail?id=2172961524","media":"美股情报局","summary":"截至2019年第三季度，黑石管理的资金总额超过5500亿美元。从大学到入伍，青年苏世民依然是一个迎头奋进，敢于打破常规的勇士。02创立黑石资本，并非易事苏世民最后还是努力考取了梦想的学校——哈佛商学院，并取得了研究生学士学位。在一次交易中，苏世民由于投资判断失误导致巨亏，为此，苏世民遭到了基金投资人劈头盖脸的训斥，甚至是人身攻击。苏世民提出了三点建议：第一，保有足够的资金。","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/44e2cf8bfa61465492ce477ed4e1596c\"/></p><p>关注我们 | 获取专业美股情报</p><p><strong>局长</strong><strong>tips</strong></p><p><strong>后台回复“<span>IPO</span>”，即可获取10月份美港股的<span>IPO</span>。</strong></p><p><strong>后台回复“<span>ETF</span>”，即可获取美港股最新一周<span>ETF周报</span>。</strong></p><p><span><strong>编者注</strong></span></p><p><span><a href=\"https://laohu8.com/S/BX\">黑石</a>集团是全球私募股权资产管理和房地产管理巨头。黑石的人均利润是<a href=\"https://laohu8.com/S/GS\">高盛</a>的9倍，过去30余年平均回报率高达30%以上。美国排名前50的公司和养老基金中，70%以上都有黑石的投资。苏世民以其严谨的投资流程、创新的交易方式、多样的业务领域、做好每一件事而闻名。</span><span>&gt;&gt;</span></p><p><img src=\"https://static.tigerbbs.com/8d453c6d5cdd4ed2a0f195ec813bdc51\"/></p><p><span><strong>背景简介</strong></span></p><p><span>苏世民创立的黑石集团是全球私募股权资产管理公司和房地产管理公司的巨头。截至2019年第三季度，黑石管理的资金总额超过5500亿美元。黑石集团人均利润是高盛的9倍，过去30余年平均回报率高达30%以上。美国排名前50的公司和养老基金中，70%以上都有黑石的投资。</span></p><p><img src=\"https://static.tigerbbs.com/fbd13db7eb74426e87449eee09e3b55c\"/></p><p><span><span>来源：网络</span></span></p><p><span>苏世民以其严谨的投资流程、创新的交易方式、多样的业务领域、做好每一件事而闻名。他以独树一帜的投资原则和管理原则带领着黑石集团一步步成为全球私募股权和房地产投资公司巨头。他花费一生时间去学习、去思考如何成功、如何实现梦想，他将这些几十年积累下来的经验与教训都浓缩在这部书中。</span></p><p><img src=\"https://static.tigerbbs.com/067ac188c5c94be9af5f66f664c44131\"/></p><p arial=\"\" center=\"\" gb=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" ui=\"\" w3=\"\" yahei=\"\"><span>来源：<em>微信读书</em></span></p><p><strong>0</strong><strong>1</strong></p><p><strong><span><em><strong><span>很皮，从小就喜欢搞些大事情</span></strong></em></span></strong></p><p><span>1947年冬天，苏世民出生在美国宾夕法尼亚州费城市的一个犹太人家庭。施瓦茨曼家族世代经营着一家主要卖窗帘、被褥、毛巾之类的日常用品的商店，店铺生意不错，他们属于中产阶级。</span></p><p><span>苏世民年少时期一直在自家店铺打工，工资是每小时10美分，没有休闲和社交，也正是在这打工的四年间，苏世民仔细思考了如何将店铺做强做大：就应该赶上二战后社会秩序恢复，生育率反弹的潮流，开设更多的分店。</span></p><p><span>他兴奋地和父亲提出开分店的建议，但被守旧的父亲一口拒绝了：“现在不就挺好的了？有车有房，你们也能读大学，我们世世代代都是这样过来的，可以了。”</span></p><p><span arial=\"\" gb=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" sans=\"\" sans-serif=\"\" ui=\"\" w3=\"\" yahei=\"\">苏世民听罢就不做声了，毕竟是老爸的产业。</span></p><p><span arial=\"\" gb=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" sans=\"\" sans-serif=\"\" ui=\"\" w3=\"\" yahei=\"\">回到学校，苏世民是</span><span>优秀的田径运动员，成绩优异，又是高中学生会主席，高中毕业，临近申请季，他将哈佛大学作为自己报考的目标。</span></p><p><span>结果哈佛没有录取苏世民，苏世民不死心地跑去外面电话亭给招生办打电话（因为他不想用家里的座机打，这意味着要父母帮忙），却听到一句：也许耶鲁更适合你吧小伙子，他气得撂下一句：那你们真是犯下了一个错误，然后直接挂机。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">在耶鲁，苏世民依旧风生水起。为了赚取生活费，他几乎向每一个耶鲁的学生推销带有个性化信头的书写纸；邀请联系世界一流的纽约芭蕾舞团来耶鲁表演，解决耶鲁宅男们接触女生的需求；还组织问卷调查，联合当地权威媒体，打破耶鲁延续了268年的禁止女生在宿舍过夜的制度，一跃成为耶鲁大学炙手可热的学生会主席。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">大学刚毕业没多久，苏世民应征加入陆军预备队，在军队里顶着多层上级的压力，向上校汇报自己的连队士兵吃不饱饭的情况，最终揪出军官私下贩卖餐食的丑闻。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">从大学到入伍，青年苏世民依然是一个迎头奋进，敢于打破常规的勇士。那么，这样的人会和资本市场摩擦出什么火花？</span></p><p><strong>0</strong><strong>2</strong></p><p><strong><span><em><strong><span><em><strong>创立黑石资本，并非易事</strong></em></span></strong></em></span></strong></p><p arial=\"\" gb=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" ui=\"\" w3=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">苏世民最后还是努力考取了梦想的学校——哈佛商学院，并取得了研究生学士学位。毕业后，苏世民先进了一家证券公司，工作内容是整理资产负债表或者损益表，然后评估每家公司的经营情况。与所有职场菜鸟一样，刚入门的苏世民像无头苍蝇一样四处碰壁，经常犯错然后挨骂。</span></p><p arial=\"\" gb=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" ui=\"\" w3=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">苏世民很快跳槽来到了著名的雷曼兄弟公司。和以前差不多，翻阅财经新闻报纸是工作的主要内容，同时还得算各种数据，评估各种公司业务，预测各种趋势。</span></p><p><span>80年代中期，雷曼兄弟公司的经营出现了问题，公司内部的争权夺利也愈演愈烈，CEO皮特和时任并购部门主任的苏世民都卷入其中，最终两人双双离职，并决定共同创业。就以两人名字命名这家<a href=\"https://laohu8.com/S/ABCD\">新生</a>公司——苏世民的姓“施瓦茨曼”在德语里是“黑色”的意思；皮特的姓是“彼得森”，在希腊语里意思是“大石头”。所以，他们的公司就叫“黑石”（Blackstone）。</span></p><p><span>一路走来，黑石并非一帆风顺，苏世民记得黑石成立之初，给关系最好的联系人写了四百多封信介绍公司，但没人回复，也没人想给黑石业务。</span></p><p><span>在一次交易中，苏世民由于投资判断失误导致巨亏，为此，苏世民遭到了基金投资人劈头盖脸的训斥，甚至是人身攻击。</span></p><p><span>“坐在客户的办公室里，我感觉自己的眼泪不由自主地涌了上来，双颊变得通红。我不得不努力控制自己不能哭出来。我说：‘我知道了，我们以后会努力改善的。’走在去停车场的路上，我对自己发誓，这样的事情，以后永远永远都不能再发生在我身上。”</span></p><p><span>苏世民终于认识到，一家工业公司可能需要数年时间才会失去市场地位，最终破产，而一家金融机构破产只需要一天时间。</span></p><p><span>于是乎秉承着永不赔钱、严守纪律的投资理念，苏世民带领黑石度过一次次危机。截止2019年末，黑石管理规模达5710亿美元，在2020胡润全球富豪榜上，苏世民以1400亿元的财富名列第54位，是华尔街当之无愧的“私募之王” 、“华尔街之王。”</span></p><p><strong>04</strong></p><p><strong><span><em><strong>面对疫情，苏世民的新思考 </strong></em></span></strong></p><p><span>苏世民认为，受疫情影响，全球政治经济受到较大冲击，危机加深了世界的联系，改变了政府的管理策略，减缓了民众的正常生活节奏。同时，这一冲击将在未来一年甚至更久的时间里影响我们的生活，在面对全球百年未有之大变局的情况下，企业如何转低谷向巅峰？</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>苏世民提出了三点建议：</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>第一，保有足够的资金。</span></strong><span>保持警惕，永远为明天做好准备，保持克难攻坚的态度是永恒的主题。正如他在书中所说“我们是长期投资者，有足够的耐心等待时机。也就是说，我们可以持有现有投资，直到市场走高、流动性增强、可以实现全价退出，而不是被迫在快速去杠杆化的市场进行抛售。因为这一特点，我们可以在萧条的市场环境展开更为积极的操作，选择合适的时机部署资本，以实现投资者利益的最大化”。</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>第二，保护公司的人才资本。</span></strong><span>雇用和保护优秀人才是一家企业进行高效管理的秘诀。</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>第三，信息。</span></strong><span>永远不要放弃对世界的观察，通过便捷的连接获得的新技术、新观点、新机会将会深刻改变我们认识和分析问题的能力。在一个瞬息万变、日新月异的世界中，每个人都能像医生一样诊断出危机带来的影响，然而，能够拨开危机的外壳，提出解决方案，抢占先机，思他人之所思，为他人所不为，才能获得持续赢利的可能。</span></p><p><strong>04</strong></p><p><strong><span><em><strong><span>苏世民的25条工作和生活原则</span></strong></em></span></strong></p><ol><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">做大事和做小事的难易程度是一样的。所以要选择一个值得追求的宏伟目标，让回报与你的努力相匹配。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">最优秀的高管不是天生的，而是后天磨砺的结果。他们好学不倦，永无止境。要善于研究你生活中取得巨大成功的人和组织，他们能够提供关于如何在现实世界获得成功的免费教程，可以帮助你进行自我提升。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">给你敬佩的人写信或打电话，请他们提供建议或与其会面的机会。你永远不知道谁愿意跟你见面。最后你会从这些人身上学到很多重要的东西，建立你在余生都可以享用的人际关系。在生命早期结交的人，会与你缔结非同寻常的感情纽带。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">人们总觉得最有意思的话题就是与自己相关的话题。所以，要善于分析他人的问题所在，并尝试提出办法来帮助他人。几乎所有的人，无论他声名多么显赫、地位多么高贵，都愿意接受新的想法，当然，前提是这些想法必须经过深思熟虑。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">每个企业都是一个封闭的集成系统，内部各个组成部分性能独特却又相互关联。优秀的管理者既洞悉每个部分如何独立运行，也熟知各部分之间如何相互协作。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">信息是最重要的商业资产。掌握得越多，拥有的视角就越多，在竞争对手面前就越有可能发现常规模式和异常现象。所以要始终对进入企业的新鲜事物保持开放的态度，无论是新的人、新的经验，还是新的知识。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">在年轻的时候，请接受能为自己提供陡峭的学习曲线和艰苦的磨炼机会的工作。最初的工作是为人生打基础的，不要为了暂时的声望而轻易地接受一份工作。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">在展示自己时，请记住，印象非常重要。整体形象必须毫无瑕疵。其他人会通过各种线索和端倪，判断你的真实面貌。所以，要重诺守时，要真实诚信，要准备充分。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">再聪明的人也不能解决所有问题。聪明人组成的开诚布公的团队却可以无往而不利。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">处于困境中的人往往只关注自己的问题，而解决问题的途径通常在于你如何解决别人的问题。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>一个人的信念必须超越自我和个人需求，它可以是自己的公司、祖国或服役义务。任何因信念和核心价值观的激励而选择的挑战都是值得的，无论最终的结果是成功还是失败。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>永远要黑白分明、百折不回。你的诚信必须要毋庸置疑。当一个人不需要付出代价或承担后果的时候，坚持做正确的事情并非难事。但当必须得放弃一些东西时，你就很难保持信用记录。要始终言而有信，不要为了自己的利益误导任何人。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>要勇往直前。成功的企业家、经理和个人都是具有志在必得的气魄和一往无前的精神的人。他们会在恰当的时刻当仁不让。当其他人谨小慎微时，他们会接受风险；当其他人瞻前顾后时，他们会采取行动，但他们会选择明智的做法。这种特质是领导者的标志。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>永远不要骄傲自满。没有什么是一成不变的。无论是个人还是企业，如果不经常寻求自我重塑和自我改进的方法，就会被竞争对手打败。尤其是组织，因为组织比想象中更脆弱。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>极少有人能在首次推介中完成销售。仅仅因为你对一些事物有信念，并不意味着其他人也愿意接受。你需要能够一次又一次坚定地推销你的愿景。大多数人不喜欢改变，所以你需要说服他们为什么要接受改变。不要因为畏惧而不去争取自己想得到的东西。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>如果你看到一个巨大的变革性机会，不要疑虑其他人为什么没有采取行动。你可能看到了他人没有看到的东西。问题越严峻，竞争就越有限，对问题解决者的回报就越大。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>归根到底，成功就是抓住了寥寥可数的机遇。要始终保持开放的思维，冷静观察，高度警觉，随时准备抓住机会。要统筹合适的人力和其他资源，然后全力以赴。如果你没有准备好拼尽全力，要么是因为这个机会没有你想象的那么有吸引力，要么是因为你不是把握这一机遇的合适人选。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>时间会对所有交易造成负面影响，有时甚至产生致命影响。一般情况下，等待的时间越久，意料之外的事情就越多。特别是在艰难的谈判中，要让所有人都在谈判桌上协商足够长的时间，以此达成协议。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>不要赔钱！！！客观地评估每个机会的风险。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>要在准备<a href=\"https://laohu8.com/S/HSY\">好时</a>做出决定，而不是在压力之下。或为了达到个人目的，或因为内部政治斗争，或因为一些外部需求，其他人总会催促你做出决策。但几乎每次你都可以这么说：“我需要更多的时间来考虑这个问题。我想清楚了再回复你。”即使是在最艰难、最令人不快的情况下，这种策略也非常有效。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>忧虑是一种积极的心理活动，可以开阔人的思路。如果能正确引导这一情绪，你就可以洞察任何形势下的负面风险，并采取行动规避这些风险。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>失败是一个组织最好的老师。开诚布公地客观谈论失败，分析问题所在，你就会从失败中学到关于决策和组织行为的新规则。如果评估得当，失败就有可能改变一个组织的进程，使其在未来更加成功。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>尽可能雇用10分人才，因为他们会积极主动地感知问题、设计解决方案，并朝着新方向开展业务。他们还会吸引和雇用其他10分人才。10分人才做什么事都会得心应手。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>如果你认为一个人的本质是好的，就要随时为这个人提供帮助，即使其他人都离他而去。任何人都可能陷入困境。在别人需要的时候，一个偶然的善意行为就会改变他的生命轨迹，造就意想不到的友谊或忠诚。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>每个人都有梦想。尽你所能帮助别人实现他们的目标。</span></p></li></ol><p><strong>休市提醒</strong></p><p><img src=\"https://static.tigerbbs.com/a1c98e2d39524b119d30fd415645677e\"/></p><p><span><strong>更多精选情报</strong></span></p><p><span>肯德基在美国老家竟无鸡可炸？美银称这些餐饮股最多可涨40％</span></p><p><span>Jim Cramer 是如何一步步甩掉包袱，成为火遍全球的财经名嘴的？</span></p><p>市值直逼5000亿！小摩携高股息狂奔，高盛力荐它，这份假期投资攻略请<span>收好</span></p><p><span>最高涨近80%！<a href=\"https://laohu8.com/S/UBS\">瑞银</a>：通胀上升，这些股票将从中获利（附股）</span></p><p><span>投资大师如何看待投资？一文看懂9位大师的哲学逻辑</span></p><p><img src=\"https://static.tigerbbs.com/93628e7ef9bc4052ade3b7e7fdb2faf2\"/></p><p><strong>好内容记得“</strong><span><strong>分享</strong></span><strong>”+“</strong><span><strong>收藏</strong></span><strong>”喲</strong></p><p><strong>给局长一点鼓励，点个“</strong><span><strong>赞</strong></span><strong>”+“</strong><span><strong>在看</strong></span><strong>”呀</strong></p>\n</div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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深入解读——黑石资本创始人苏世民自传《我的经验与教训》\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/93\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/35928b82e1d94fecbe1be1572e5703b0);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股情报局 </p>\n<p class=\"h-time\">2021-10-01 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/44e2cf8bfa61465492ce477ed4e1596c\"/></p><p>关注我们 | 获取专业美股情报</p><p><strong>局长</strong><strong>tips</strong></p><p><strong>后台回复“<span>IPO</span>”，即可获取10月份美港股的<span>IPO</span>。</strong></p><p><strong>后台回复“<span>ETF</span>”，即可获取美港股最新一周<span>ETF周报</span>。</strong></p><p><span><strong>编者注</strong></span></p><p><span><a href=\"https://laohu8.com/S/BX\">黑石</a>集团是全球私募股权资产管理和房地产管理巨头。黑石的人均利润是<a href=\"https://laohu8.com/S/GS\">高盛</a>的9倍，过去30余年平均回报率高达30%以上。美国排名前50的公司和养老基金中，70%以上都有黑石的投资。苏世民以其严谨的投资流程、创新的交易方式、多样的业务领域、做好每一件事而闻名。</span><span>&gt;&gt;</span></p><p><img src=\"https://static.tigerbbs.com/8d453c6d5cdd4ed2a0f195ec813bdc51\"/></p><p><span><strong>背景简介</strong></span></p><p><span>苏世民创立的黑石集团是全球私募股权资产管理公司和房地产管理公司的巨头。截至2019年第三季度，黑石管理的资金总额超过5500亿美元。黑石集团人均利润是高盛的9倍，过去30余年平均回报率高达30%以上。美国排名前50的公司和养老基金中，70%以上都有黑石的投资。</span></p><p><img src=\"https://static.tigerbbs.com/fbd13db7eb74426e87449eee09e3b55c\"/></p><p><span><span>来源：网络</span></span></p><p><span>苏世民以其严谨的投资流程、创新的交易方式、多样的业务领域、做好每一件事而闻名。他以独树一帜的投资原则和管理原则带领着黑石集团一步步成为全球私募股权和房地产投资公司巨头。他花费一生时间去学习、去思考如何成功、如何实现梦想，他将这些几十年积累下来的经验与教训都浓缩在这部书中。</span></p><p><img src=\"https://static.tigerbbs.com/067ac188c5c94be9af5f66f664c44131\"/></p><p arial=\"\" center=\"\" gb=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" ui=\"\" w3=\"\" yahei=\"\"><span>来源：<em>微信读书</em></span></p><p><strong>0</strong><strong>1</strong></p><p><strong><span><em><strong><span>很皮，从小就喜欢搞些大事情</span></strong></em></span></strong></p><p><span>1947年冬天，苏世民出生在美国宾夕法尼亚州费城市的一个犹太人家庭。施瓦茨曼家族世代经营着一家主要卖窗帘、被褥、毛巾之类的日常用品的商店，店铺生意不错，他们属于中产阶级。</span></p><p><span>苏世民年少时期一直在自家店铺打工，工资是每小时10美分，没有休闲和社交，也正是在这打工的四年间，苏世民仔细思考了如何将店铺做强做大：就应该赶上二战后社会秩序恢复，生育率反弹的潮流，开设更多的分店。</span></p><p><span>他兴奋地和父亲提出开分店的建议，但被守旧的父亲一口拒绝了：“现在不就挺好的了？有车有房，你们也能读大学，我们世世代代都是这样过来的，可以了。”</span></p><p><span arial=\"\" gb=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" sans=\"\" sans-serif=\"\" ui=\"\" w3=\"\" yahei=\"\">苏世民听罢就不做声了，毕竟是老爸的产业。</span></p><p><span arial=\"\" gb=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" sans=\"\" sans-serif=\"\" ui=\"\" w3=\"\" yahei=\"\">回到学校，苏世民是</span><span>优秀的田径运动员，成绩优异，又是高中学生会主席，高中毕业，临近申请季，他将哈佛大学作为自己报考的目标。</span></p><p><span>结果哈佛没有录取苏世民，苏世民不死心地跑去外面电话亭给招生办打电话（因为他不想用家里的座机打，这意味着要父母帮忙），却听到一句：也许耶鲁更适合你吧小伙子，他气得撂下一句：那你们真是犯下了一个错误，然后直接挂机。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">在耶鲁，苏世民依旧风生水起。为了赚取生活费，他几乎向每一个耶鲁的学生推销带有个性化信头的书写纸；邀请联系世界一流的纽约芭蕾舞团来耶鲁表演，解决耶鲁宅男们接触女生的需求；还组织问卷调查，联合当地权威媒体，打破耶鲁延续了268年的禁止女生在宿舍过夜的制度，一跃成为耶鲁大学炙手可热的学生会主席。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">大学刚毕业没多久，苏世民应征加入陆军预备队，在军队里顶着多层上级的压力，向上校汇报自己的连队士兵吃不饱饭的情况，最终揪出军官私下贩卖餐食的丑闻。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">从大学到入伍，青年苏世民依然是一个迎头奋进，敢于打破常规的勇士。那么，这样的人会和资本市场摩擦出什么火花？</span></p><p><strong>0</strong><strong>2</strong></p><p><strong><span><em><strong><span><em><strong>创立黑石资本，并非易事</strong></em></span></strong></em></span></strong></p><p arial=\"\" gb=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" ui=\"\" w3=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">苏世民最后还是努力考取了梦想的学校——哈佛商学院，并取得了研究生学士学位。毕业后，苏世民先进了一家证券公司，工作内容是整理资产负债表或者损益表，然后评估每家公司的经营情况。与所有职场菜鸟一样，刚入门的苏世民像无头苍蝇一样四处碰壁，经常犯错然后挨骂。</span></p><p arial=\"\" gb=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" ui=\"\" w3=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">苏世民很快跳槽来到了著名的雷曼兄弟公司。和以前差不多，翻阅财经新闻报纸是工作的主要内容，同时还得算各种数据，评估各种公司业务，预测各种趋势。</span></p><p><span>80年代中期，雷曼兄弟公司的经营出现了问题，公司内部的争权夺利也愈演愈烈，CEO皮特和时任并购部门主任的苏世民都卷入其中，最终两人双双离职，并决定共同创业。就以两人名字命名这家<a href=\"https://laohu8.com/S/ABCD\">新生</a>公司——苏世民的姓“施瓦茨曼”在德语里是“黑色”的意思；皮特的姓是“彼得森”，在希腊语里意思是“大石头”。所以，他们的公司就叫“黑石”（Blackstone）。</span></p><p><span>一路走来，黑石并非一帆风顺，苏世民记得黑石成立之初，给关系最好的联系人写了四百多封信介绍公司，但没人回复，也没人想给黑石业务。</span></p><p><span>在一次交易中，苏世民由于投资判断失误导致巨亏，为此，苏世民遭到了基金投资人劈头盖脸的训斥，甚至是人身攻击。</span></p><p><span>“坐在客户的办公室里，我感觉自己的眼泪不由自主地涌了上来，双颊变得通红。我不得不努力控制自己不能哭出来。我说：‘我知道了，我们以后会努力改善的。’走在去停车场的路上，我对自己发誓，这样的事情，以后永远永远都不能再发生在我身上。”</span></p><p><span>苏世民终于认识到，一家工业公司可能需要数年时间才会失去市场地位，最终破产，而一家金融机构破产只需要一天时间。</span></p><p><span>于是乎秉承着永不赔钱、严守纪律的投资理念，苏世民带领黑石度过一次次危机。截止2019年末，黑石管理规模达5710亿美元，在2020胡润全球富豪榜上，苏世民以1400亿元的财富名列第54位，是华尔街当之无愧的“私募之王” 、“华尔街之王。”</span></p><p><strong>04</strong></p><p><strong><span><em><strong>面对疫情，苏世民的新思考 </strong></em></span></strong></p><p><span>苏世民认为，受疫情影响，全球政治经济受到较大冲击，危机加深了世界的联系，改变了政府的管理策略，减缓了民众的正常生活节奏。同时，这一冲击将在未来一年甚至更久的时间里影响我们的生活，在面对全球百年未有之大变局的情况下，企业如何转低谷向巅峰？</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>苏世民提出了三点建议：</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>第一，保有足够的资金。</span></strong><span>保持警惕，永远为明天做好准备，保持克难攻坚的态度是永恒的主题。正如他在书中所说“我们是长期投资者，有足够的耐心等待时机。也就是说，我们可以持有现有投资，直到市场走高、流动性增强、可以实现全价退出，而不是被迫在快速去杠杆化的市场进行抛售。因为这一特点，我们可以在萧条的市场环境展开更为积极的操作，选择合适的时机部署资本，以实现投资者利益的最大化”。</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>第二，保护公司的人才资本。</span></strong><span>雇用和保护优秀人才是一家企业进行高效管理的秘诀。</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>第三，信息。</span></strong><span>永远不要放弃对世界的观察，通过便捷的连接获得的新技术、新观点、新机会将会深刻改变我们认识和分析问题的能力。在一个瞬息万变、日新月异的世界中，每个人都能像医生一样诊断出危机带来的影响，然而，能够拨开危机的外壳，提出解决方案，抢占先机，思他人之所思，为他人所不为，才能获得持续赢利的可能。</span></p><p><strong>04</strong></p><p><strong><span><em><strong><span>苏世民的25条工作和生活原则</span></strong></em></span></strong></p><ol><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">做大事和做小事的难易程度是一样的。所以要选择一个值得追求的宏伟目标，让回报与你的努力相匹配。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">最优秀的高管不是天生的，而是后天磨砺的结果。他们好学不倦，永无止境。要善于研究你生活中取得巨大成功的人和组织，他们能够提供关于如何在现实世界获得成功的免费教程，可以帮助你进行自我提升。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">给你敬佩的人写信或打电话，请他们提供建议或与其会面的机会。你永远不知道谁愿意跟你见面。最后你会从这些人身上学到很多重要的东西，建立你在余生都可以享用的人际关系。在生命早期结交的人，会与你缔结非同寻常的感情纽带。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">人们总觉得最有意思的话题就是与自己相关的话题。所以，要善于分析他人的问题所在，并尝试提出办法来帮助他人。几乎所有的人，无论他声名多么显赫、地位多么高贵，都愿意接受新的想法，当然，前提是这些想法必须经过深思熟虑。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">每个企业都是一个封闭的集成系统，内部各个组成部分性能独特却又相互关联。优秀的管理者既洞悉每个部分如何独立运行，也熟知各部分之间如何相互协作。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">信息是最重要的商业资产。掌握得越多，拥有的视角就越多，在竞争对手面前就越有可能发现常规模式和异常现象。所以要始终对进入企业的新鲜事物保持开放的态度，无论是新的人、新的经验，还是新的知识。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">在年轻的时候，请接受能为自己提供陡峭的学习曲线和艰苦的磨炼机会的工作。最初的工作是为人生打基础的，不要为了暂时的声望而轻易地接受一份工作。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">在展示自己时，请记住，印象非常重要。整体形象必须毫无瑕疵。其他人会通过各种线索和端倪，判断你的真实面貌。所以，要重诺守时，要真实诚信，要准备充分。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">再聪明的人也不能解决所有问题。聪明人组成的开诚布公的团队却可以无往而不利。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">处于困境中的人往往只关注自己的问题，而解决问题的途径通常在于你如何解决别人的问题。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>一个人的信念必须超越自我和个人需求，它可以是自己的公司、祖国或服役义务。任何因信念和核心价值观的激励而选择的挑战都是值得的，无论最终的结果是成功还是失败。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>永远要黑白分明、百折不回。你的诚信必须要毋庸置疑。当一个人不需要付出代价或承担后果的时候，坚持做正确的事情并非难事。但当必须得放弃一些东西时，你就很难保持信用记录。要始终言而有信，不要为了自己的利益误导任何人。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>要勇往直前。成功的企业家、经理和个人都是具有志在必得的气魄和一往无前的精神的人。他们会在恰当的时刻当仁不让。当其他人谨小慎微时，他们会接受风险；当其他人瞻前顾后时，他们会采取行动，但他们会选择明智的做法。这种特质是领导者的标志。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>永远不要骄傲自满。没有什么是一成不变的。无论是个人还是企业，如果不经常寻求自我重塑和自我改进的方法，就会被竞争对手打败。尤其是组织，因为组织比想象中更脆弱。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>极少有人能在首次推介中完成销售。仅仅因为你对一些事物有信念，并不意味着其他人也愿意接受。你需要能够一次又一次坚定地推销你的愿景。大多数人不喜欢改变，所以你需要说服他们为什么要接受改变。不要因为畏惧而不去争取自己想得到的东西。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>如果你看到一个巨大的变革性机会，不要疑虑其他人为什么没有采取行动。你可能看到了他人没有看到的东西。问题越严峻，竞争就越有限，对问题解决者的回报就越大。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>归根到底，成功就是抓住了寥寥可数的机遇。要始终保持开放的思维，冷静观察，高度警觉，随时准备抓住机会。要统筹合适的人力和其他资源，然后全力以赴。如果你没有准备好拼尽全力，要么是因为这个机会没有你想象的那么有吸引力，要么是因为你不是把握这一机遇的合适人选。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>时间会对所有交易造成负面影响，有时甚至产生致命影响。一般情况下，等待的时间越久，意料之外的事情就越多。特别是在艰难的谈判中，要让所有人都在谈判桌上协商足够长的时间，以此达成协议。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>不要赔钱！！！客观地评估每个机会的风险。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>要在准备<a href=\"https://laohu8.com/S/HSY\">好时</a>做出决定，而不是在压力之下。或为了达到个人目的，或因为内部政治斗争，或因为一些外部需求，其他人总会催促你做出决策。但几乎每次你都可以这么说：“我需要更多的时间来考虑这个问题。我想清楚了再回复你。”即使是在最艰难、最令人不快的情况下，这种策略也非常有效。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>忧虑是一种积极的心理活动，可以开阔人的思路。如果能正确引导这一情绪，你就可以洞察任何形势下的负面风险，并采取行动规避这些风险。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>失败是一个组织最好的老师。开诚布公地客观谈论失败，分析问题所在，你就会从失败中学到关于决策和组织行为的新规则。如果评估得当，失败就有可能改变一个组织的进程，使其在未来更加成功。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>尽可能雇用10分人才，因为他们会积极主动地感知问题、设计解决方案，并朝着新方向开展业务。他们还会吸引和雇用其他10分人才。10分人才做什么事都会得心应手。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>如果你认为一个人的本质是好的，就要随时为这个人提供帮助，即使其他人都离他而去。任何人都可能陷入困境。在别人需要的时候，一个偶然的善意行为就会改变他的生命轨迹，造就意想不到的友谊或忠诚。</span></p></li><li arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><p><span>每个人都有梦想。尽你所能帮助别人实现他们的目标。</span></p></li></ol><p><strong>休市提醒</strong></p><p><img src=\"https://static.tigerbbs.com/a1c98e2d39524b119d30fd415645677e\"/></p><p><span><strong>更多精选情报</strong></span></p><p><span>肯德基在美国老家竟无鸡可炸？美银称这些餐饮股最多可涨40％</span></p><p><span>Jim Cramer 是如何一步步甩掉包袱，成为火遍全球的财经名嘴的？</span></p><p>市值直逼5000亿！小摩携高股息狂奔，高盛力荐它，这份假期投资攻略请<span>收好</span></p><p><span>最高涨近80%！<a href=\"https://laohu8.com/S/UBS\">瑞银</a>：通胀上升，这些股票将从中获利（附股）</span></p><p><span>投资大师如何看待投资？一文看懂9位大师的哲学逻辑</span></p><p><img 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获取专业美股情报局长tips后台回复“IPO”，即可获取10月份美港股的IPO。后台回复“ETF”，即可获取美港股最新一周ETF周报。编者注黑石集团是全球私募股权资产管理和房地产管理巨头。黑石的人均利润是高盛的9倍，过去30余年平均回报率高达30%以上。美国排名前50的公司和养老基金中，70%以上都有黑石的投资。苏世民以其严谨的投资流程、创新的交易方式、多样的业务领域、做好每一件事而闻名。>>背景简介苏世民创立的黑石集团是全球私募股权资产管理公司和房地产管理公司的巨头。截至2019年第三季度，黑石管理的资金总额超过5500亿美元。黑石集团人均利润是高盛的9倍，过去30余年平均回报率高达30%以上。美国排名前50的公司和养老基金中，70%以上都有黑石的投资。来源：网络苏世民以其严谨的投资流程、创新的交易方式、多样的业务领域、做好每一件事而闻名。他以独树一帜的投资原则和管理原则带领着黑石集团一步步成为全球私募股权和房地产投资公司巨头。他花费一生时间去学习、去思考如何成功、如何实现梦想，他将这些几十年积累下来的经验与教训都浓缩在这部书中。来源：微信读书01很皮，从小就喜欢搞些大事情1947年冬天，苏世民出生在美国宾夕法尼亚州费城市的一个犹太人家庭。施瓦茨曼家族世代经营着一家主要卖窗帘、被褥、毛巾之类的日常用品的商店，店铺生意不错，他们属于中产阶级。苏世民年少时期一直在自家店铺打工，工资是每小时10美分，没有休闲和社交，也正是在这打工的四年间，苏世民仔细思考了如何将店铺做强做大：就应该赶上二战后社会秩序恢复，生育率反弹的潮流，开设更多的分店。他兴奋地和父亲提出开分店的建议，但被守旧的父亲一口拒绝了：“现在不就挺好的了？有车有房，你们也能读大学，我们世世代代都是这样过来的，可以了。”苏世民听罢就不做声了，毕竟是老爸的产业。回到学校，苏世民是优秀的田径运动员，成绩优异，又是高中学生会主席，高中毕业，临近申请季，他将哈佛大学作为自己报考的目标。结果哈佛没有录取苏世民，苏世民不死心地跑去外面电话亭给招生办打电话（因为他不想用家里的座机打，这意味着要父母帮忙），却听到一句：也许耶鲁更适合你吧小伙子，他气得撂下一句：那你们真是犯下了一个错误，然后直接挂机。在耶鲁，苏世民依旧风生水起。为了赚取生活费，他几乎向每一个耶鲁的学生推销带有个性化信头的书写纸；邀请联系世界一流的纽约芭蕾舞团来耶鲁表演，解决耶鲁宅男们接触女生的需求；还组织问卷调查，联合当地权威媒体，打破耶鲁延续了268年的禁止女生在宿舍过夜的制度，一跃成为耶鲁大学炙手可热的学生会主席。大学刚毕业没多久，苏世民应征加入陆军预备队，在军队里顶着多层上级的压力，向上校汇报自己的连队士兵吃不饱饭的情况，最终揪出军官私下贩卖餐食的丑闻。从大学到入伍，青年苏世民依然是一个迎头奋进，敢于打破常规的勇士。那么，这样的人会和资本市场摩擦出什么火花？02创立黑石资本，并非易事苏世民最后还是努力考取了梦想的学校——哈佛商学院，并取得了研究生学士学位。毕业后，苏世民先进了一家证券公司，工作内容是整理资产负债表或者损益表，然后评估每家公司的经营情况。与所有职场菜鸟一样，刚入门的苏世民像无头苍蝇一样四处碰壁，经常犯错然后挨骂。苏世民很快跳槽来到了著名的雷曼兄弟公司。和以前差不多，翻阅财经新闻报纸是工作的主要内容，同时还得算各种数据，评估各种公司业务，预测各种趋势。80年代中期，雷曼兄弟公司的经营出现了问题，公司内部的争权夺利也愈演愈烈，CEO皮特和时任并购部门主任的苏世民都卷入其中，最终两人双双离职，并决定共同创业。就以两人名字命名这家新生公司——苏世民的姓“施瓦茨曼”在德语里是“黑色”的意思；皮特的姓是“彼得森”，在希腊语里意思是“大石头”。所以，他们的公司就叫“黑石”（Blackstone）。一路走来，黑石并非一帆风顺，苏世民记得黑石成立之初，给关系最好的联系人写了四百多封信介绍公司，但没人回复，也没人想给黑石业务。在一次交易中，苏世民由于投资判断失误导致巨亏，为此，苏世民遭到了基金投资人劈头盖脸的训斥，甚至是人身攻击。“坐在客户的办公室里，我感觉自己的眼泪不由自主地涌了上来，双颊变得通红。我不得不努力控制自己不能哭出来。我说：‘我知道了，我们以后会努力改善的。’走在去停车场的路上，我对自己发誓，这样的事情，以后永远永远都不能再发生在我身上。”苏世民终于认识到，一家工业公司可能需要数年时间才会失去市场地位，最终破产，而一家金融机构破产只需要一天时间。于是乎秉承着永不赔钱、严守纪律的投资理念，苏世民带领黑石度过一次次危机。截止2019年末，黑石管理规模达5710亿美元，在2020胡润全球富豪榜上，苏世民以1400亿元的财富名列第54位，是华尔街当之无愧的“私募之王” 、“华尔街之王。”04面对疫情，苏世民的新思考 苏世民认为，受疫情影响，全球政治经济受到较大冲击，危机加深了世界的联系，改变了政府的管理策略，减缓了民众的正常生活节奏。同时，这一冲击将在未来一年甚至更久的时间里影响我们的生活，在面对全球百年未有之大变局的情况下，企业如何转低谷向巅峰？苏世民提出了三点建议：第一，保有足够的资金。保持警惕，永远为明天做好准备，保持克难攻坚的态度是永恒的主题。正如他在书中所说“我们是长期投资者，有足够的耐心等待时机。也就是说，我们可以持有现有投资，直到市场走高、流动性增强、可以实现全价退出，而不是被迫在快速去杠杆化的市场进行抛售。因为这一特点，我们可以在萧条的市场环境展开更为积极的操作，选择合适的时机部署资本，以实现投资者利益的最大化”。第二，保护公司的人才资本。雇用和保护优秀人才是一家企业进行高效管理的秘诀。第三，信息。永远不要放弃对世界的观察，通过便捷的连接获得的新技术、新观点、新机会将会深刻改变我们认识和分析问题的能力。在一个瞬息万变、日新月异的世界中，每个人都能像医生一样诊断出危机带来的影响，然而，能够拨开危机的外壳，提出解决方案，抢占先机，思他人之所思，为他人所不为，才能获得持续赢利的可能。04苏世民的25条工作和生活原则做大事和做小事的难易程度是一样的。所以要选择一个值得追求的宏伟目标，让回报与你的努力相匹配。最优秀的高管不是天生的，而是后天磨砺的结果。他们好学不倦，永无止境。要善于研究你生活中取得巨大成功的人和组织，他们能够提供关于如何在现实世界获得成功的免费教程，可以帮助你进行自我提升。给你敬佩的人写信或打电话，请他们提供建议或与其会面的机会。你永远不知道谁愿意跟你见面。最后你会从这些人身上学到很多重要的东西，建立你在余生都可以享用的人际关系。在生命早期结交的人，会与你缔结非同寻常的感情纽带。人们总觉得最有意思的话题就是与自己相关的话题。所以，要善于分析他人的问题所在，并尝试提出办法来帮助他人。几乎所有的人，无论他声名多么显赫、地位多么高贵，都愿意接受新的想法，当然，前提是这些想法必须经过深思熟虑。每个企业都是一个封闭的集成系统，内部各个组成部分性能独特却又相互关联。优秀的管理者既洞悉每个部分如何独立运行，也熟知各部分之间如何相互协作。信息是最重要的商业资产。掌握得越多，拥有的视角就越多，在竞争对手面前就越有可能发现常规模式和异常现象。所以要始终对进入企业的新鲜事物保持开放的态度，无论是新的人、新的经验，还是新的知识。在年轻的时候，请接受能为自己提供陡峭的学习曲线和艰苦的磨炼机会的工作。最初的工作是为人生打基础的，不要为了暂时的声望而轻易地接受一份工作。在展示自己时，请记住，印象非常重要。整体形象必须毫无瑕疵。其他人会通过各种线索和端倪，判断你的真实面貌。所以，要重诺守时，要真实诚信，要准备充分。再聪明的人也不能解决所有问题。聪明人组成的开诚布公的团队却可以无往而不利。处于困境中的人往往只关注自己的问题，而解决问题的途径通常在于你如何解决别人的问题。一个人的信念必须超越自我和个人需求，它可以是自己的公司、祖国或服役义务。任何因信念和核心价值观的激励而选择的挑战都是值得的，无论最终的结果是成功还是失败。永远要黑白分明、百折不回。你的诚信必须要毋庸置疑。当一个人不需要付出代价或承担后果的时候，坚持做正确的事情并非难事。但当必须得放弃一些东西时，你就很难保持信用记录。要始终言而有信，不要为了自己的利益误导任何人。要勇往直前。成功的企业家、经理和个人都是具有志在必得的气魄和一往无前的精神的人。他们会在恰当的时刻当仁不让。当其他人谨小慎微时，他们会接受风险；当其他人瞻前顾后时，他们会采取行动，但他们会选择明智的做法。这种特质是领导者的标志。永远不要骄傲自满。没有什么是一成不变的。无论是个人还是企业，如果不经常寻求自我重塑和自我改进的方法，就会被竞争对手打败。尤其是组织，因为组织比想象中更脆弱。极少有人能在首次推介中完成销售。仅仅因为你对一些事物有信念，并不意味着其他人也愿意接受。你需要能够一次又一次坚定地推销你的愿景。大多数人不喜欢改变，所以你需要说服他们为什么要接受改变。不要因为畏惧而不去争取自己想得到的东西。如果你看到一个巨大的变革性机会，不要疑虑其他人为什么没有采取行动。你可能看到了他人没有看到的东西。问题越严峻，竞争就越有限，对问题解决者的回报就越大。归根到底，成功就是抓住了寥寥可数的机遇。要始终保持开放的思维，冷静观察，高度警觉，随时准备抓住机会。要统筹合适的人力和其他资源，然后全力以赴。如果你没有准备好拼尽全力，要么是因为这个机会没有你想象的那么有吸引力，要么是因为你不是把握这一机遇的合适人选。时间会对所有交易造成负面影响，有时甚至产生致命影响。一般情况下，等待的时间越久，意料之外的事情就越多。特别是在艰难的谈判中，要让所有人都在谈判桌上协商足够长的时间，以此达成协议。不要赔钱！！！客观地评估每个机会的风险。要在准备好时做出决定，而不是在压力之下。或为了达到个人目的，或因为内部政治斗争，或因为一些外部需求，其他人总会催促你做出决策。但几乎每次你都可以这么说：“我需要更多的时间来考虑这个问题。我想清楚了再回复你。”即使是在最艰难、最令人不快的情况下，这种策略也非常有效。忧虑是一种积极的心理活动，可以开阔人的思路。如果能正确引导这一情绪，你就可以洞察任何形势下的负面风险，并采取行动规避这些风险。失败是一个组织最好的老师。开诚布公地客观谈论失败，分析问题所在，你就会从失败中学到关于决策和组织行为的新规则。如果评估得当，失败就有可能改变一个组织的进程，使其在未来更加成功。尽可能雇用10分人才，因为他们会积极主动地感知问题、设计解决方案，并朝着新方向开展业务。他们还会吸引和雇用其他10分人才。10分人才做什么事都会得心应手。如果你认为一个人的本质是好的，就要随时为这个人提供帮助，即使其他人都离他而去。任何人都可能陷入困境。在别人需要的时候，一个偶然的善意行为就会改变他的生命轨迹，造就意想不到的友谊或忠诚。每个人都有梦想。尽你所能帮助别人实现他们的目标。休市提醒更多精选情报肯德基在美国老家竟无鸡可炸？美银称这些餐饮股最多可涨40％Jim Cramer 是如何一步步甩掉包袱，成为火遍全球的财经名嘴的？市值直逼5000亿！小摩携高股息狂奔，高盛力荐它，这份假期投资攻略请收好最高涨近80%！瑞银：通胀上升，这些股票将从中获利（附股）投资大师如何看待投资？一文看懂9位大师的哲学逻辑好内容记得“分享”+“收藏”喲给局长一点鼓励，点个“赞”+“在看”呀","news_type":1},"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":137725186,"gmtCreate":1622403710745,"gmtModify":1622403710745,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>很好 空军们使劲散播恐惧，做空率上升，轧空才会发生","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>很好 空军们使劲散播恐惧，做空率上升，轧空才会发生","text":"$AMC院线(AMC)$很好 空军们使劲散播恐惧，做空率上升，轧空才会发生","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/137725186","isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":111090986,"gmtCreate":1622642966445,"gmtModify":1622642966445,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>41空了1w股，搏一把看看，是不是真的这么坚挺","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>41空了1w股，搏一把看看，是不是真的这么坚挺","text":"$AMC院线(AMC)$41空了1w股，搏一把看看，是不是真的这么坚挺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/111090986","isVote":1,"tweetType":1,"viewCount":2200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113500388,"gmtCreate":1622623328644,"gmtModify":1622623328644,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>好多比我先关注amc的都不知道轧空和meme股的本质，哎。花的都是自己的辛苦钱，do more research，okay？","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>好多比我先关注amc的都不知道轧空和meme股的本质，哎。花的都是自己的辛苦钱，do more research，okay？","text":"$AMC院线(AMC)$好多比我先关注amc的都不知道轧空和meme股的本质，哎。花的都是自己的辛苦钱，do more research，okay？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/113500388","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153076574,"gmtCreate":1624993652898,"gmtModify":1624993652898,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 可口可乐都能被砸 ？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 可口可乐都能被砸 ？","text":"$可口可乐(KO)$ 可口可乐都能被砸 ？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/153076574","isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455260737301927","authorId":"3455260737301927","name":"StarG","avatar":"https://static.tigerbbs.com/0512f3c95331306fe6f7f4fb91bfe16d","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3455260737301927","idStr":"3455260737301927"},"content":"脑子一抽 买了点call 买完当时就砸了 KO已经被控盘了","text":"脑子一抽 买了点call 买完当时就砸了 KO已经被控盘了","html":"脑子一抽 买了点call 买完当时就砸了 KO已经被控盘了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113446667,"gmtCreate":1622636671559,"gmtModify":1622636671559,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>某牛社区的氛围确实比某虎好点，可惜我看不懂粤语","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>某牛社区的氛围确实比某虎好点，可惜我看不懂粤语","text":"$AMC院线(AMC)$某牛社区的氛围确实比某虎好点，可惜我看不懂粤语","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/113446667","isVote":1,"tweetType":1,"viewCount":1886,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498706763983005","authorId":"3498706763983005","name":"魏拾叄","avatar":"https://static.tigerbbs.com/413adf3817bf260d37f5bb31fe947435","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3498706763983005","idStr":"3498706763983005"},"content":"某牛是哪个","text":"某牛是哪个","html":"某牛是哪个"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":110243935,"gmtCreate":1622464011227,"gmtModify":1622464011227,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 欧盘最高31.7美金，收盘30美金https://www.boerse-frankfurt.de/equity/amc-entertainment-HLDGS-A","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 欧盘最高31.7美金，收盘30美金https://www.boerse-frankfurt.de/equity/amc-entertainment-HLDGS-A","text":"$AMC院线(AMC)$ 欧盘最高31.7美金，收盘30美金https://www.boerse-frankfurt.de/equity/amc-entertainment-HLDGS-A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/110243935","isVote":1,"tweetType":1,"viewCount":2739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198353636,"gmtCreate":1620932328925,"gmtModify":1620932328925,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 可以抄底一波赌财报","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 可以抄底一波赌财报","text":"$Coinbase Global, Inc.(COIN)$ 可以抄底一波赌财报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/198353636","isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558795426584813","authorId":"3558795426584813","name":"卡库卡酷","avatar":"https://static.tigerbbs.com/a2354e8c5584d4f792c75f6afb6435c7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3558795426584813","idStr":"3558795426584813"},"content":"所以，默默地……跌了一点？","text":"所以，默默地……跌了一点？","html":"所以，默默地……跌了一点？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878370906,"gmtCreate":1637155163348,"gmtModify":1637155163348,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"终于等到你更新","listText":"终于等到你更新","text":"终于等到你更新","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/878370906","repostId":"1102706296","repostType":2,"repost":{"id":"1102706296","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":1637154279,"share":"https://www.laohu8.com/m/news/1102706296?lang=&edition=full","pubTime":"2021-11-17 21:04","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1102706296","media":"Tiger Newspress","summary":"U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.At 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.Tesla – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million","content":"<p>U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.</p>\n<p>At 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&amp;P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.</p>\n<p><img src=\"https://static.tigerbbs.com/3313a552f1f185ff01396db4679b33e7\" tg-width=\"1080\" tg-height=\"411\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>Tesla(TSLA)</b> – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million shares. Tesla rose 1.2% in premarket action.</p>\n<p><b>Rivian(RIVN)</b> – Rivian turned red from green in the premarket and has yet to experience a losing session since the electric vehicle maker went public last Wednesday. Rivian has been up about 15% in each of the past two trading days and closed Tuesday at $172.01 compared with its IPO price of $78.</p>\n<p><b>Lucid Group(LCID)</b> – The electric vehicle maker rose another 5.5% in the premarket following a nearly 24% surge Tuesday. Yesterday’s rally came amid Lucid’s statement that it was seeing “significant demand” for its Lucid Air model.</p>\n<p><b>Pfizer(PFE),BioNTech(BNTX)</b> – The FDA has promised a quick review of the application to approve the Pfizer/BioNTech Covid-19 booster dose for all adults. The New York Times reports that a decision could come as soon as Thursday. BioNTech rose 1.6% in the premarket, while Pfizer gained 0.7%.</p>\n<p><b>Roku(ROKU) </b>– The stock was downgraded to “sell” from “neutral” at Moffett Nathanson, which said signs of slowing revenue growth for the video streaming device maker have become more obvious and forced the firm to rethink its long-term assumptions. Roku shares fell 2.8% in premarket trading.</p>\n<p><b>Baidu(BIDU)</b> – Baidu beat estimates on the top and bottom lines for its latest quarter, with the China-based e-commerce company benefiting from stronger ad sales as well as strength in cloud and artificial intelligence products. Baidu added 0.5% in the premarket.</p>\n<p><b>Visa(V)</b>&nbsp;–&nbsp;Visa&nbsp;fell 3.4% after Amazon.com&nbsp;said it would stop accepting credit cards issued by the world's largest payment processor in the United Kingdom from next year due to the high fees charged for transactions.</p>\n<p><b>Boeing(BA)</b>&nbsp;–&nbsp;Wells Fargo&nbsp;upgraded shares of Boeing to overweight from equal weight, saying in a note to clients Wednesday that the company was set up for a stretch of good news following several years of underperformance.Boeing&nbsp;shares&nbsp;rose&nbsp;1.6%&nbsp;in premarket trading.</p>\n<p><b>PayPal(PYPL)</b>&nbsp;–&nbsp;PayPal Holdings&nbsp;shares&nbsp;slip 2.3%&nbsp;in premarket trading after Bernstein analyst Harshita Rawat downgrades the stock to Market Perform from Outperform as change in the payments space accelerates putting PayPal at risk of being disrupted.</p>\n<p><b>Lowe’s(LOW)</b> – Lowe’s rose 3.4% in the premarket after beating estimates on the top and bottom lines and raising its annual revenue forecast. The home improvement retailer earned an adjusted $2.73 per share for the third quarter, 37 cents above estimates, with comparable store sales up 2.2%. Analysts had expected comp sales to decline by 1.5%.</p>\n<p><b>Target(TGT)</b> – Target reported an adjusted quarterly profit of $3.03 per share, beating consensus estimates by 20 cents, with revenue also above Street projections. Comparable store sales rose 12.7% compared with forecasts of an 8.2% increase. Despite the beats, the retailer’s shares slid 3.7% in premarket action.</p>\n<p><b>GlaxoSmithKline(GSK),Vir Biotechnology(VIR)</b> – The drug makers signed contracts to sell about $1 billion worth of their Covid-19 treatment to the U.S. government. The government also has an option to buy additional doses that last through March 2022. Glaxo was down 0.4% in premarket trading, but Vir’s stock soared 13.4%.</p>\n<p><b>Arrival(ARVL)</b>&nbsp;–&nbsp;Arrival&nbsp;stock&nbsp;tumbled&nbsp;13.4%&nbsp;in premarket trading.Arrival&nbsp;announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with&nbsp;SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.</p>\n<p><b>La-Z-Boy(LZB)</b> – La-Z-Boy jumped 7.6% in premarket trading after the furniture maker beat estimates by 8 cents with a quarterly profit of 85 cents per share. Revenue also beat forecasts, and the company said it continues to see strong consumer demand although it has been impacted by supply chain disruptions.</p>\n<p><b>Deere(DE) </b>– Deere workers will vote on a tentative contract offer today, after rejecting two previous tentative pacts. Those workers have been on strike since October 14.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Wednesday</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\">\nToplines Before US Market Open on Wednesday\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\">2021-11-17 21:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.</p>\n<p>At 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&amp;P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.</p>\n<p><img src=\"https://static.tigerbbs.com/3313a552f1f185ff01396db4679b33e7\" tg-width=\"1080\" tg-height=\"411\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>Tesla(TSLA)</b> – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million shares. Tesla rose 1.2% in premarket action.</p>\n<p><b>Rivian(RIVN)</b> – Rivian turned red from green in the premarket and has yet to experience a losing session since the electric vehicle maker went public last Wednesday. Rivian has been up about 15% in each of the past two trading days and closed Tuesday at $172.01 compared with its IPO price of $78.</p>\n<p><b>Lucid Group(LCID)</b> – The electric vehicle maker rose another 5.5% in the premarket following a nearly 24% surge Tuesday. Yesterday’s rally came amid Lucid’s statement that it was seeing “significant demand” for its Lucid Air model.</p>\n<p><b>Pfizer(PFE),BioNTech(BNTX)</b> – The FDA has promised a quick review of the application to approve the Pfizer/BioNTech Covid-19 booster dose for all adults. The New York Times reports that a decision could come as soon as Thursday. BioNTech rose 1.6% in the premarket, while Pfizer gained 0.7%.</p>\n<p><b>Roku(ROKU) </b>– The stock was downgraded to “sell” from “neutral” at Moffett Nathanson, which said signs of slowing revenue growth for the video streaming device maker have become more obvious and forced the firm to rethink its long-term assumptions. Roku shares fell 2.8% in premarket trading.</p>\n<p><b>Baidu(BIDU)</b> – Baidu beat estimates on the top and bottom lines for its latest quarter, with the China-based e-commerce company benefiting from stronger ad sales as well as strength in cloud and artificial intelligence products. Baidu added 0.5% in the premarket.</p>\n<p><b>Visa(V)</b>&nbsp;–&nbsp;Visa&nbsp;fell 3.4% after Amazon.com&nbsp;said it would stop accepting credit cards issued by the world's largest payment processor in the United Kingdom from next year due to the high fees charged for transactions.</p>\n<p><b>Boeing(BA)</b>&nbsp;–&nbsp;Wells Fargo&nbsp;upgraded shares of Boeing to overweight from equal weight, saying in a note to clients Wednesday that the company was set up for a stretch of good news following several years of underperformance.Boeing&nbsp;shares&nbsp;rose&nbsp;1.6%&nbsp;in premarket trading.</p>\n<p><b>PayPal(PYPL)</b>&nbsp;–&nbsp;PayPal Holdings&nbsp;shares&nbsp;slip 2.3%&nbsp;in premarket trading after Bernstein analyst Harshita Rawat downgrades the stock to Market Perform from Outperform as change in the payments space accelerates putting PayPal at risk of being disrupted.</p>\n<p><b>Lowe’s(LOW)</b> – Lowe’s rose 3.4% in the premarket after beating estimates on the top and bottom lines and raising its annual revenue forecast. The home improvement retailer earned an adjusted $2.73 per share for the third quarter, 37 cents above estimates, with comparable store sales up 2.2%. Analysts had expected comp sales to decline by 1.5%.</p>\n<p><b>Target(TGT)</b> – Target reported an adjusted quarterly profit of $3.03 per share, beating consensus estimates by 20 cents, with revenue also above Street projections. Comparable store sales rose 12.7% compared with forecasts of an 8.2% increase. Despite the beats, the retailer’s shares slid 3.7% in premarket action.</p>\n<p><b>GlaxoSmithKline(GSK),Vir Biotechnology(VIR)</b> – The drug makers signed contracts to sell about $1 billion worth of their Covid-19 treatment to the U.S. government. The government also has an option to buy additional doses that last through March 2022. Glaxo was down 0.4% in premarket trading, but Vir’s stock soared 13.4%.</p>\n<p><b>Arrival(ARVL)</b>&nbsp;–&nbsp;Arrival&nbsp;stock&nbsp;tumbled&nbsp;13.4%&nbsp;in premarket trading.Arrival&nbsp;announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with&nbsp;SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.</p>\n<p><b>La-Z-Boy(LZB)</b> – La-Z-Boy jumped 7.6% in premarket trading after the furniture maker beat estimates by 8 cents with a quarterly profit of 85 cents per share. Revenue also beat forecasts, and the company said it continues to see strong consumer demand although it has been impacted by supply chain disruptions.</p>\n<p><b>Deere(DE) </b>– Deere workers will vote on a tentative contract offer today, after rejecting two previous tentative pacts. Those workers have been on strike since October 14.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102706296","content_text":"U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.\nAt 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.\n\nStocks making the biggest moves premarket:\nTesla(TSLA) – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million shares. Tesla rose 1.2% in premarket action.\nRivian(RIVN) – Rivian turned red from green in the premarket and has yet to experience a losing session since the electric vehicle maker went public last Wednesday. Rivian has been up about 15% in each of the past two trading days and closed Tuesday at $172.01 compared with its IPO price of $78.\nLucid Group(LCID) – The electric vehicle maker rose another 5.5% in the premarket following a nearly 24% surge Tuesday. Yesterday’s rally came amid Lucid’s statement that it was seeing “significant demand” for its Lucid Air model.\nPfizer(PFE),BioNTech(BNTX) – The FDA has promised a quick review of the application to approve the Pfizer/BioNTech Covid-19 booster dose for all adults. The New York Times reports that a decision could come as soon as Thursday. BioNTech rose 1.6% in the premarket, while Pfizer gained 0.7%.\nRoku(ROKU) – The stock was downgraded to “sell” from “neutral” at Moffett Nathanson, which said signs of slowing revenue growth for the video streaming device maker have become more obvious and forced the firm to rethink its long-term assumptions. Roku shares fell 2.8% in premarket trading.\nBaidu(BIDU) – Baidu beat estimates on the top and bottom lines for its latest quarter, with the China-based e-commerce company benefiting from stronger ad sales as well as strength in cloud and artificial intelligence products. Baidu added 0.5% in the premarket.\nVisa(V) – Visa fell 3.4% after Amazon.com said it would stop accepting credit cards issued by the world's largest payment processor in the United Kingdom from next year due to the high fees charged for transactions.\nBoeing(BA) – Wells Fargo upgraded shares of Boeing to overweight from equal weight, saying in a note to clients Wednesday that the company was set up for a stretch of good news following several years of underperformance.Boeing shares rose 1.6% in premarket trading.\nPayPal(PYPL) – PayPal Holdings shares slip 2.3% in premarket trading after Bernstein analyst Harshita Rawat downgrades the stock to Market Perform from Outperform as change in the payments space accelerates putting PayPal at risk of being disrupted.\nLowe’s(LOW) – Lowe’s rose 3.4% in the premarket after beating estimates on the top and bottom lines and raising its annual revenue forecast. The home improvement retailer earned an adjusted $2.73 per share for the third quarter, 37 cents above estimates, with comparable store sales up 2.2%. Analysts had expected comp sales to decline by 1.5%.\nTarget(TGT) – Target reported an adjusted quarterly profit of $3.03 per share, beating consensus estimates by 20 cents, with revenue also above Street projections. Comparable store sales rose 12.7% compared with forecasts of an 8.2% increase. Despite the beats, the retailer’s shares slid 3.7% in premarket action.\nGlaxoSmithKline(GSK),Vir Biotechnology(VIR) – The drug makers signed contracts to sell about $1 billion worth of their Covid-19 treatment to the U.S. government. The government also has an option to buy additional doses that last through March 2022. Glaxo was down 0.4% in premarket trading, but Vir’s stock soared 13.4%.\nArrival(ARVL) – Arrival stock tumbled 13.4% in premarket trading.Arrival announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.\nLa-Z-Boy(LZB) – La-Z-Boy jumped 7.6% in premarket trading after the furniture maker beat estimates by 8 cents with a quarterly profit of 85 cents per share. Revenue also beat forecasts, and the company said it continues to see strong consumer demand although it has been impacted by supply chain disruptions.\nDeere(DE) – Deere workers will vote on a tentative contract offer today, after rejecting two previous tentative pacts. Those workers have been on strike since October 14.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113759664,"gmtCreate":1622641812358,"gmtModify":1622641812444,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 手握1亿资金你赶上40我就砸","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 手握1亿资金你赶上40我就砸","text":"$AMC院线(AMC)$ 手握1亿资金你赶上40我就砸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/113759664","isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556107184919133","authorId":"3556107184919133","name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3556107184919133","idStr":"3556107184919133"},"content":"这疯了一个[笑哭]","text":"这疯了一个[笑哭]","html":"这疯了一个[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113746194,"gmtCreate":1622642202218,"gmtModify":1622642202218,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> ？？？？今天我为你们借来85w空票，你们就这点能耐？加油让多军个个爆仓","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> ？？？？今天我为你们借来85w空票，你们就这点能耐？加油让多军个个爆仓","text":"$AMC院线(AMC)$ ？？？？今天我为你们借来85w空票，你们就这点能耐？加油让多军个个爆仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/113746194","isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196385901,"gmtCreate":1621021795803,"gmtModify":1621021795803,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/EJH\">$e家快服(EJH)$</a> 老板说最高40+不吉利，来个50收盘","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/EJH\">$e家快服(EJH)$</a> 老板说最高40+不吉利，来个50收盘","text":"$e家快服(EJH)$ 老板说最高40+不吉利，来个50收盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/196385901","isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547052850678342","authorId":"3547052850678342","name":"mc666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3547052850678342","idStr":"3547052850678342"},"content":"54岂不是更不好听","text":"54岂不是更不好听","html":"54岂不是更不好听"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":111162954,"gmtCreate":1622664129478,"gmtModify":1622664129478,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 再跌一下啊，想加仓QAQ","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 再跌一下啊，想加仓QAQ","text":"$AMC院线(AMC)$ 再跌一下啊，想加仓QAQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/111162954","isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579169949340333","authorId":"3579169949340333","name":"jayfeather","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3579169949340333","idStr":"3579169949340333"},"content":"之前下跌熔断的时候我第一时间去卖了别的股票结果卖完回来一看蹭就上去了，很快啊，害得我补了个高位","text":"之前下跌熔断的时候我第一时间去卖了别的股票结果卖完回来一看蹭就上去了，很快啊，害得我补了个高位","html":"之前下跌熔断的时候我第一时间去卖了别的股票结果卖完回来一看蹭就上去了，很快啊，害得我补了个高位"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113762458,"gmtCreate":1622641308674,"gmtModify":1622641308674,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 这股价完全不合理啊，就个破产电影院，肯定只值1块钱啊。快空啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 这股价完全不合理啊，就个破产电影院，肯定只值1块钱啊。快空啊","text":"$AMC院线(AMC)$ 这股价完全不合理啊，就个破产电影院，肯定只值1块钱啊。快空啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/113762458","isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568344751931616","authorId":"3568344751931616","name":"勿追涨杀跌","avatar":"https://static.tigerbbs.com/6b32526af70ac7698149458476a30b18","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3568344751931616","idStr":"3568344751931616"},"content":"gme也是值30块 现在250块 [笑哭] 我也想空amc 但是感觉还没到时候","text":"gme也是值30块 现在250块 [笑哭] 我也想空amc 但是感觉还没到时候","html":"gme也是值30块 现在250块 [笑哭] 我也想空amc 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这是空军在平仓吗？我有点看不懂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/113073366","isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549109283757502","authorId":"3549109283757502","name":"小赵同学_1107","avatar":"https://static.tigerbbs.com/073ff1817ef5feeaf0be55624b6b4f31","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3549109283757502","idStr":"3549109283757502"},"content":"我已经清仓了","text":"我已经清仓了","html":"我已经清仓了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113086178,"gmtCreate":1622585611294,"gmtModify":1622585611294,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a 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有个好的结果就是AMC不可能破产了，那么。。。。多军胜利在望啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 有个好的结果就是AMC不可能破产了，那么。。。。多军胜利在望啊","text":"$AMC院线(AMC)$ 有个好的结果就是AMC不可能破产了，那么。。。。多军胜利在望啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/119779929","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195186122,"gmtCreate":1621262606366,"gmtModify":1621262606366,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNMP\">$Evolve Transition Infrastructure LP(SNMP)$</a> 冷大仙呢？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNMP\">$Evolve Transition Infrastructure LP(SNMP)$</a> 冷大仙呢？","text":"$Evolve Transition Infrastructure LP(SNMP)$ 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