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建华022研发

建华022研发

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IP属地：中国香港

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建华022研发

2023-11-01

@zhaojian799 @青年横财发展会 @小非haha123456 @小非haha123456 @小非haha123456 @小非haha123456 @小非haha123456 @青年横财发展会 @青年横财发展会 @青年横财发展会 @青年横财发展会

上海经信委：推动特斯拉自动驾驶、机器人等功能板块在沪布局

建华022研发

2023-11-01

这篇文章不错，转发给大家看看

抱歉，原内容已删除

建华022研发

2023-11-01

$纳指三倍做空ETF(SQQQ)$

建华022研发

2023-11-01

$TQQQ 20240119 68.5 CALL$

建华022研发

2023-11-01

这篇文章不错，转发给大家看看

@QQ123:$Tengjun Biotechnology Corp.(TJBH)$ 还没怎么着呢，已经换两次会计事务所了，到底是人家业务不行，还是咱的眼光不行。

建华022研发

2023-11-01

$富敦美元货币市场基金(SGXZ99103178.USD)$

建华022研发

2023-11-01

5

广告市场改善再添新证！Pinterest赢得Z世代青睐，Q3业绩超预期

建华022研发

2023-11-01

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建华022研发

2023-11-01

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海底捞拟26亿日元收购JAPAN HAI全部股权

建华022研发

2023-10-31

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建华022研发

2023-10-31

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B站与京东深度合作“京火计划” 双11期间上线

建华022研发

2023-10-31

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@虎吃牛牛:$老虎证券(TIGR)$坚持住，你可是新加坡公司

建华022研发

2023-10-30

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建华022研发

2023-10-30

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建华022研发

2023-10-30

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@天天涨6688:$特斯拉(TSLA)$ 现在可以随便玩了哈哈

建华022研发

2023-10-30

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建华022研发

2023-10-30

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建华022研发

2023-10-25

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建华022研发

2023-10-25

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Microsoft-Activision Deal Seen Denting Earnings Margin Forecast -- Market Talk

建华022研发

2023-10-25

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Big Tech Reports This Week: The 'Magnificent 7' Holding Up S&P 500 - Part I

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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上海经信委：推动特斯拉自动驾驶、机器人等功能板块在沪布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-05-12 18:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月12日，“高质量发展调研行”媒体采访团来到特斯拉上海超级工厂，深入了解特斯拉“中国智造”的能力。上海市经信委智能制造推进处副处长陈可乐表示，下阶段，上海将进一步深化与特斯拉的合作，推动自动驾驶、机器人等功能板块在沪布局，共同打造具备核心技术优势、面向全球市场的科技产业集群。（澎湃）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce341a37ec246076069133285a132978","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195406225","content_text":"5月12日，“高质量发展调研行”媒体采访团来到特斯拉上海超级工厂，深入了解特斯拉“中国智造”的能力。上海市经信委智能制造推进处副处长陈可乐表示，下阶段，上海将进一步深化与特斯拉的合作，推动自动驾驶、机器人等功能板块在沪布局，共同打造具备核心技术优势、面向全球市场的科技产业集群。（澎湃）","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236685248917736,"gmtCreate":1698817255101,"gmtModify":1698817256319,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236685248917736","repostId":"1195406225","repostType":2,"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236679414644944,"gmtCreate":1698815828719,"gmtModify":1701073561814,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a>","text":"$纳指三倍做空ETF(SQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/236679414644944","isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236668653166856,"gmtCreate":1698813286036,"gmtModify":1698813286788,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TQQQ 20240119 68.5 CALL\">$TQQQ 20240119 68.5 CALL$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/OPT/TQQQ 20240119 68.5 CALL\">$TQQQ 20240119 68.5 CALL$ &nbsp;</a>","text":"$TQQQ 20240119 68.5 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还没怎么着呢，已经换两次会计事务所了，到底是人家业务不行，还是咱的眼光不行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229175125704792","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236661737640088,"gmtCreate":1698811582881,"gmtModify":1698811586462,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUND/SGXZ99103178.USD\">$富敦美元货币市场基金(SGXZ99103178.USD)$ &nbsp;</a>","listText":"<a 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&nbsp;</a>","text":"$富敦美元货币市场基金(SGXZ99103178.USD)$","images":[{"img":"https://static.tigerbbs.com/739e98f462f084026b3acb192f9f5d42","width":"1080","height":"2022"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236661737640088","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":236660579602456,"gmtCreate":1698811343486,"gmtModify":1698811344837,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"5","listText":"5","text":"5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236660579602456","repostId":"2380501351","repostType":4,"repost":{"id":"2380501351","kind":"highlight","pubTimestamp":1698803175,"share":"https://www.laohu8.com/m/news/2380501351?lang=&edition=full","pubTime":"2023-11-01 09:46","market":"us","language":"zh","title":"广告市场改善再添新证！Pinterest赢得Z世代青睐，Q3业绩超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2380501351","media":"智通财经网","summary":"Pinterest公布了强劲的第三季度业绩。","content":"<html><head></head><body><p>10月31日，图片分享平台<a href=\"https://laohu8.com/S/PINS\">Pinterest</a>周二收涨19.04%，报29.88美元，此前该公司公布了强劲的第三季度业绩。数据显示，Pinterest第三季度营收为7.63亿美元，同比增长11%，好于市场预期;每股收益为0.01美元，好于市场预期，上年同期为每股亏损0.10美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f969e9ffdff59622a6641edf825f857\" tg-width=\"560\" tg-height=\"240\"/></p><p>全球月活跃用户同比增长8%，达到创纪录的4.82亿。该公司表示，其中很大一部分是由年轻的Z世代人口推动的，他们被视为移动广告客户的首要目标。</p><p>伯恩斯坦公司分析师Mark Shmulik表示:“我们可以把这种强劲的用户粘性趋势视为一个迹象，表明Pinterest可能已经找到了适合年轻用户的产品市场，这让飞轮得以继续运转。”</p><p>华尔街对这一结果表示赞赏。根据LSEG的数据，至少有19位分析师上调了对该股的目标价，推动目标价中值升至35美元。</p><p>Pinterest的业绩是广告市场改善的最新例证。上周，<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>(META.US)、Snap(SNAP.US)以及<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet(GOOGL.US)的财报均显示广告商整体支出较上年同期有所增长，尽管投资者们仍然担心经济低迷以及地缘政治动荡将使该行业重新陷入混乱。</p><p>与规模较大的同行一样，零售也是Pinterest的强项。</p><p>与此同时，Pinterest表示，超过一半的用户将其平台视为购物场所，该公司一直致力于使其更具“可购物性”，以帮助提高用户粘性。</p><p>Schmulik表示:“如果该公司能在未来几年将这种意图转化为营收，那么我们就能看到营收进一步加速的途径，超越我们的基本假设情景，并缩小与更有意向、更注重购物的同行之间的差距。”</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>广告市场改善再添新证！Pinterest赢得Z世代青睐，Q3业绩超预期</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n广告市场改善再添新证！Pinterest赢得Z世代青睐，Q3业绩超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-01 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1018298.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月31日，图片分享平台Pinterest周二收涨19.04%，报29.88美元，此前该公司公布了强劲的第三季度业绩。数据显示，Pinterest第三季度营收为7.63亿美元，同比增长11%，好于市场预期;每股收益为0.01美元，好于市场预期，上年同期为每股亏损0.10美元。全球月活跃用户同比增长8%，达到创纪录的4.82亿。该公司表示，其中很大一部分是由年轻的Z世代人口推动的，他们被视为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1018298.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/60b12c9fce00f449aaea0d7cd3e2cdff","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4508":"社交媒体","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4077":"互动媒体与服务","BK4588":"碎股","PINS":"Pinterest, Inc.","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1018298.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2380501351","content_text":"10月31日，图片分享平台Pinterest周二收涨19.04%，报29.88美元，此前该公司公布了强劲的第三季度业绩。数据显示，Pinterest第三季度营收为7.63亿美元，同比增长11%，好于市场预期;每股收益为0.01美元，好于市场预期，上年同期为每股亏损0.10美元。全球月活跃用户同比增长8%，达到创纪录的4.82亿。该公司表示，其中很大一部分是由年轻的Z世代人口推动的，他们被视为移动广告客户的首要目标。伯恩斯坦公司分析师Mark Shmulik表示:“我们可以把这种强劲的用户粘性趋势视为一个迹象，表明Pinterest可能已经找到了适合年轻用户的产品市场，这让飞轮得以继续运转。”华尔街对这一结果表示赞赏。根据LSEG的数据，至少有19位分析师上调了对该股的目标价，推动目标价中值升至35美元。Pinterest的业绩是广告市场改善的最新例证。上周，Meta Platforms(META.US)、Snap(SNAP.US)以及谷歌母公司Alphabet(GOOGL.US)的财报均显示广告商整体支出较上年同期有所增长，尽管投资者们仍然担心经济低迷以及地缘政治动荡将使该行业重新陷入混乱。与规模较大的同行一样，零售也是Pinterest的强项。与此同时，Pinterest表示，超过一半的用户将其平台视为购物场所，该公司一直致力于使其更具“可购物性”，以帮助提高用户粘性。Schmulik表示:“如果该公司能在未来几年将这种意图转化为营收，那么我们就能看到营收进一步加速的途径，超越我们的基本假设情景，并缩小与更有意向、更注重购物的同行之间的差距。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236660899897632,"gmtCreate":1698811310890,"gmtModify":1698811311791,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a>","text":"$纳指三倍做空ETF(SQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236660899897632","repostId":"2379425547","repostType":4,"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236660759122056,"gmtCreate":1698811272086,"gmtModify":1698811273307,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236660759122056","repostId":"2379425547","repostType":4,"repost":{"id":"2379425547","kind":"news","pubTimestamp":1698762296,"share":"https://www.laohu8.com/m/news/2379425547?lang=&edition=full","pubTime":"2023-10-31 22:24","market":"hk","language":"zh","title":"海底捞拟26亿日元收购JAPAN HAI全部股权","url":"https://stock-news.laohu8.com/highlight/detail?id=2379425547","media":"智通财经","summary":"智通财经APP讯，海底捞 发布公告，于2023年10月31日，该公司的全资附属公司Newpai与特海的全资附属公司Haidilao Japan订立股份转让协议，Haidilao Japan同意出售Haidilao Japan所持有的全部JAPAN HAI股权，代价为26亿日元。股份转让完成后，JAPAN HAI将成为公司的全资附属公司。据悉，JAPAN HAI由Haidilao Japan于2023年9月15日在日本注册成立，注册资本为5000 万日元。截至本公告日期，JAPAN HAI拥有并管理一家位于日本长野县轻井泽的酒店。在JAPAN HAI注册成立前，有关酒店业务及许可证由Haidilao Japan直接持有。","content":"<html><body><p>智通财经APP讯，<a href=\"https://laohu8.com/S/06862\">海底捞</a>(06862)发布公告，于2023年10月31日，该公司的全资附属公司Newpai与特海的全资附属公司Haidilao Japan订立股份转让协议，Haidilao Japan同意出售Haidilao Japan所持有的全部JAPAN HAI股权，代价为26亿日元。股份转让完成后，JAPAN HAI将成为公司的全资附属公司。</p><p>据悉，JAPAN HAI由Haidilao Japan于2023年9月15日在日本注册成立，注册资本为5000 万日元。其主要从事日本酒店管理及营运，并持有在日本开发温泉的许可证。截至本公告日期，JAPAN HAI拥有并管理一家位于日本长野县轻井泽的酒店。在JAPAN HAI注册成立前，有关酒店业务及许可证由Haidilao Japan直接持有。</p><p>公告称，在过去数年，集团积极应对COVID-19对餐饮业的影响，并专注于改善公司餐厅的表现。通过实施“啄木鸟计划”及“硬骨头”门店计划等有效措施，截至2023年6月30日止六个月，集团实现净利润人民币22.59亿元。基于集团正面的财务表现，集团进一步寻求投资及收购机会，以使公司的收入来源多元化，并加强公司的品牌建设。JAPAN HAI现时在日本经营酒店业务，并持有在日本开发温泉业务的许可证。该公司计划开发一个混合式温泉度假村，将于2027年竣工。集团相信，随着旅游业复苏及旅游人次增加， JAPAN HAI所经营的酒店业务具备未来增长潜力。尽管温泉度假村并非公司的主营业务，但集团的服务理念及业务管理往绩可以协助JAPAN HAI更加充分发挥其竞争优势。</p><p>此外，温泉度假村未来可为海底捞会员及忠实客户提供增值服务，添加消费场景以迎合消费者的多元需要。温泉度假村亦将用于举办会议及推广公司的企业文化，此有利于公司品牌形象的进一步多元化，以及有利于公司在更广泛的消费行业中抓住不断发展的国际市场机遇。</p></body></html>","source":"stock_zhitongcaijing","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>海底捞拟26亿日元收购JAPAN HAI全部股权</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n海底捞拟26亿日元收购JAPAN HAI全部股权\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-31 22:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1018240.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，海底捞(06862)发布公告，于2023年10月31日，该公司的全资附属公司Newpai与特海的全资附属公司Haidilao Japan订立股份转让协议，Haidilao Japan同意出售Haidilao Japan所持有的全部JAPAN HAI股权，代价为26亿日元。股份转让完成后，JAPAN HAI将成为公司的全资附属公司。据悉，JAPAN HAI由Haidilao ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1018240.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1591":"就地过年概念","BK1589":"北水核心资产","BK1233":"餐馆","06862":"海底捞","BK1583":"高瓴概念","BK1604":"节假日概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1018240.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2379425547","content_text":"智通财经APP讯，海底捞(06862)发布公告，于2023年10月31日，该公司的全资附属公司Newpai与特海的全资附属公司Haidilao Japan订立股份转让协议，Haidilao Japan同意出售Haidilao Japan所持有的全部JAPAN HAI股权，代价为26亿日元。股份转让完成后，JAPAN HAI将成为公司的全资附属公司。据悉，JAPAN HAI由Haidilao Japan于2023年9月15日在日本注册成立，注册资本为5000 万日元。其主要从事日本酒店管理及营运，并持有在日本开发温泉的许可证。截至本公告日期，JAPAN HAI拥有并管理一家位于日本长野县轻井泽的酒店。在JAPAN HAI注册成立前，有关酒店业务及许可证由Haidilao Japan直接持有。公告称，在过去数年，集团积极应对COVID-19对餐饮业的影响，并专注于改善公司餐厅的表现。通过实施“啄木鸟计划”及“硬骨头”门店计划等有效措施，截至2023年6月30日止六个月，集团实现净利润人民币22.59亿元。基于集团正面的财务表现，集团进一步寻求投资及收购机会，以使公司的收入来源多元化，并加强公司的品牌建设。JAPAN HAI现时在日本经营酒店业务，并持有在日本开发温泉业务的许可证。该公司计划开发一个混合式温泉度假村，将于2027年竣工。集团相信，随着旅游业复苏及旅游人次增加， JAPAN HAI所经营的酒店业务具备未来增长潜力。尽管温泉度假村并非公司的主营业务，但集团的服务理念及业务管理往绩可以协助JAPAN HAI更加充分发挥其竞争优势。此外，温泉度假村未来可为海底捞会员及忠实客户提供增值服务，添加消费场景以迎合消费者的多元需要。温泉度假村亦将用于举办会议及推广公司的企业文化，此有利于公司品牌形象的进一步多元化，以及有利于公司在更广泛的消费行业中抓住不断发展的国际市场机遇。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236355879833888,"gmtCreate":1698726042508,"gmtModify":1698726043265,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a>","text":"$纳指三倍做空ETF(SQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236355879833888","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236353611002024,"gmtCreate":1698725446093,"gmtModify":1698725447241,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236353611002024","repostId":"2379322258","repostType":2,"repost":{"id":"2379322258","kind":"news","pubTimestamp":1698642000,"share":"https://www.laohu8.com/m/news/2379322258?lang=&edition=full","pubTime":"2023-10-30 13:00","market":"sg","language":"zh","title":"B站与京东深度合作“京火计划” 双11期间上线","url":"https://stock-news.laohu8.com/highlight/detail?id=2379322258","media":"新浪科技","summary":"新浪科技讯 10月30日中午消息，在“双11”大促期间，哔哩哔哩 与京东联盟深度合作共建的“京火计划”正式上线。这也是继去年B站与淘宝联盟推出“星火计划”后的又一数据生态共建项目。“星火计划”数据显示，从B站引导至淘宝店铺的新客占比达70%。同时今年第二季度数据显示，B站电商行业的广告收入同比增长超140%。基于“大开环”战略，今年双11期间B站与阿里巴巴、京东、拼多多三家头部电商平台，都针对性地进行了深度合作。","content":"<p>　　新浪科技讯 10月30日中午消息，在“双11”大促期间，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>（以下简称“B站”）与<a href=\"https://laohu8.com/S/JD\">京东</a>联盟深度合作共建的“京火计划”正式上线。这也是继去年B站与淘宝联盟推出“星火计划”后的又一数据生态共建项目。</p><p>　　B站方面称，该计划将进一步完善B站种草体系，助力品牌实现营销链路分析，更好地衡量种草价值。品牌在B站通过种草视频引流至京东，在获得即时转化的同时，可依靠多维度的后链路数据指标，验证种草效果。另一方面，品牌在投后所获得的人群资产，也将帮助品牌实现更精准的人群沉淀和再营销，提升后续的种草效率。</p><p>　　在电商业务上，B站目前坚持“大开环”战略，即将流量导向电商平台，为电商平台和消费品品牌带来更多增量用户。“星火计划”数据显示，从B站引导至淘宝店铺的新客占比达70%。同时今年第二季度数据显示，B站电商行业的广告收入同比增长超140%。基于“大开环”战略，今年双11期间B站与<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、京东、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>三家头部电商平台，都针对性地进行了深度合作。</p><p>责任编辑：杨赐</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>B站与京东深度合作“京火计划” 双11期间上线</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{ 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class=\"title\">\nB站与京东深度合作“京火计划” 双11期间上线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-30 13:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2023-10-30/doc-imzsweuq3995457.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 10月30日中午消息，在“双11”大促期间，哔哩哔哩（以下简称“B站”）与京东联盟深度合作共建的“京火计划”正式上线。这也是继去年B站与淘宝联盟推出“星火计划”后的又一数据生态共建项目。　　B站方面称，该计划将进一步完善B站种草体系，助力品牌实现营销链路分析，更好地衡量种草价值。品牌在B站通过种草视频引流至京东，在获得即时转化的同时，可依靠多维度的后链路数据指标，验证种草效果。另一方面...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2023-10-30/doc-imzsweuq3995457.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","JD":"京东","BK1591":"就地过年概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU0359201612.USD":"贝莱德中国基金A2","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK1575":"同股不同权","BK1608":"元宇宙概念","LU0048580855.USD":"富达大中华区A","LU0320764755.SGD":"FTIF - Templeton Asian Growth 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02:40","market":"us","language":"en","title":"Microsoft-Activision Deal Seen Denting Earnings Margin Forecast -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2377743770","media":"Dow Jones","summary":"1440 ET - Microsoft's recently-closed acquisition of Activision-Blizzard is expected to drag on adjusted earnings margins, UBS analysts say in a research note. With Microsoft set to report 1Q results Tuesday, the analysts expect the company to lower its guidance for Ebit margins on a pro forma basis. The tech giant previously guided for flat Ebit margins in fiscal 2024, but the analysts expect Activision to drag down full-year Ebit margins by about 100 basis points. They say that Microsoft will be absorbing more amortization and one-off deal costs in connection with the deal. Shares rise 1.6% to $332.06. ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1440 ET - Microsoft's recently-closed acquisition of Activision-Blizzard is expected to drag on adjusted earnings margins, UBS analysts say in a research note. With Microsoft set to report 1Q results Tuesday, the analysts expect the company to lower its guidance for Ebit margins on a pro forma basis. The tech giant previously guided for flat Ebit margins in fiscal 2024, but the analysts expect Activision to drag down full-year Ebit margins by about 100 basis points. They say that Microsoft will be absorbing more amortization and one-off deal costs in connection with the deal. Shares rise 1.6% to $332.06. (ben.glickman@wsj.com; @benglickman) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 23, 2023 14:40 ET (18:40 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft-Activision Deal Seen Denting Earnings Margin Forecast -- Market Talk</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\">\nMicrosoft-Activision Deal Seen Denting Earnings Margin Forecast -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-10-24 02:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1440 ET - Microsoft's recently-closed acquisition of Activision-Blizzard is expected to drag on adjusted earnings margins, UBS analysts say in a research note. With Microsoft set to report 1Q results Tuesday, the analysts expect the company to lower its guidance for Ebit margins on a pro forma basis. The tech giant previously guided for flat Ebit margins in fiscal 2024, but the analysts expect Activision to drag down full-year Ebit margins by about 100 basis points. They say that Microsoft will be absorbing more amortization and one-off deal costs in connection with the deal. Shares rise 1.6% to $332.06. (ben.glickman@wsj.com; @benglickman) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 23, 2023 14:40 ET (18:40 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ATVI":"动视暴雪"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2377743770","content_text":"1440 ET - Microsoft's recently-closed acquisition of Activision-Blizzard is expected to drag on adjusted earnings margins, UBS analysts say in a research note. With Microsoft set to report 1Q results Tuesday, the analysts expect the company to lower its guidance for Ebit margins on a pro forma basis. The tech giant previously guided for flat Ebit margins in fiscal 2024, but the analysts expect Activision to drag down full-year Ebit margins by about 100 basis points. They say that Microsoft will be absorbing more amortization and one-off deal costs in connection with the deal. Shares rise 1.6% to $332.06. (ben.glickman@wsj.com; @benglickman) \n\n\n  (END) Dow Jones Newswires\n\n\n  October 23, 2023 14:40 ET (18:40 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":234316943405064,"gmtCreate":1698234129784,"gmtModify":1698234133028,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><a href=\"https://laohu8.com/OPT/TQQQ 20240119 62.5 CALL\">$TQQQ 20240119 62.5 CALL$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><a href=\"https://laohu8.com/OPT/TQQQ 20240119 62.5 CALL\">$TQQQ 20240119 62.5 CALL$ &nbsp;</a>","text":"$哔哩哔哩(BILI)$ $TQQQ 20240119 62.5 CALL$","images":[{"img":"https://static.tigerbbs.com/bd1aa14f1391e0c39148ba67505fcb2f"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234316943405064","repostId":"2377287007","repostType":2,"repost":{"id":"2377287007","kind":"highlight","pubTimestamp":1698106200,"share":"https://www.laohu8.com/m/news/2377287007?lang=&edition=full","pubTime":"2023-10-24 08:10","market":"us","language":"en","title":"Big Tech Reports This Week: The 'Magnificent 7' Holding Up S&P 500 - Part I","url":"https://stock-news.laohu8.com/highlight/detail?id=2377287007","media":"seekingalpha","summary":"S&P 500 earnings yield (EY) is at a 6-month-high, and 4 big tech names are scheduled to report this week: Microsoft, Alphabet, Meta and Amazon.When Microsoft reports their fiscal Q1 ’24 results after ","content":"<html><body><ul><li>S&amp;P 500 earnings yield (EY) is at a 6-month-high, and 4 big tech names are scheduled to report this week: Microsoft, Alphabet, Meta and Amazon.</li><li>When Microsoft reports their fiscal Q1 ’24 results after the close Tuesday night, October 24th, Street consensus is expecting $2.65 in EPS on $54.5 billion in revenue for expected YoY growth of 13% and 9%.</li><li>Alphabet also reports their September ’23 quarter after the closing bell on Tuesday, October 24th, 2023. Street consensus is expecting $1.45 in EPS, $21.4 billion in operating income and $75.4 billion in revenue.</li></ul><p><figure><picture> <img height=\"1086px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1461645090/image_1461645090.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1461645090/image_1461645090.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1461645090/image_1461645090.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1461645090/image_1461645090.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1461645090/image_1461645090.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1461645090/image_1461645090.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1461645090/image_1461645090.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1461645090/image_1461645090.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1461645090/image_1461645090.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Gilnature</p></figcaption></figure></p> <p>This weekend’s Weekly Earnings update noted the S&amp;P 500 earnings yield (EY) is at a 6-month-high, and that 4 big tech names are scheduled to report this week: Microsoft (MSFT), Alphabet (GOOG) (GOOGL<span>), Meta (</span>META<span>) and Amazon (</span>AMZN<span>).</span></p> <p>Jim Bianco posted some interesting graphs to X over the weekend, and here’s one:</p> <p><span><img contenteditable=\"true\" height=\"476\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/10/23/7176741-16981026808510444.png\" width=\"640\"/></span></p> <p>This graph shows how tenuous the S&amp;P 500 leadership is currently, and without the mega-caps, the S&amp;P 500 is down on the year.</p> <p><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/10/23/saupload_heisenurbMOAT102023-1.png\"/></p> <p>This is a chart posted to yesterday’s blog post noting how the S&amp;P 500 is sitting on the trendline from the October ’22 lows.</p> <p>How the big 4 tech names of the Magnificent 7 trade after their September quarterly results will go a long way to determining whether the uptrend continues or the trendline fails.</p> <p>Let’s look at the fundamentals:</p> <h2><em><strong>Microsoft</strong></em></h2> <p>When Microsoft<span> reports their fiscal Q1 ’24 results after the close Tuesday night, October 24th, Street consensus is expecting $2.65 in EPS on $54.5 billion in revenue for expected year-over-year (YoY) growth of 13% and 9%, respectively.</span></p> <p>Operating income growth is expected to grow 13% YoY. MSFT guided to 25-26% (cc or constant currency) Azure growth in fiscal Q1 ’24.</p> <p>Street guidance by segment for Q1’24:</p> <ul> <li> <em><strong>Total revenue:</strong></em> $54.3 bl (midpoint)</li> <li> <em><strong>Prod/Business:</strong></em> $18.1 bl (midpoint)</li> <li> <em><strong>Intelligent Cloud:</strong></em> $23.5 bl (midpoint)</li> <li> <em><strong>PC biz:</strong></em> $12.7 bl (midpoint)</li> </ul> <p>In fiscal Q4 ’23, MSFT generated 10% rev growth (cc), operating income growth of 18%, and EPS growth of 21%. Azure actually came in a tad better than expected, up 27% for the quarter, vs. the +26% expectations.</p> <p>For fiscal Q2 ’24 (December ’23 qtr), the Street is expecting $2.66 in EPS, $24.2 billion in operating income and $58.4 billion in revenue for expected YoY growth of +21%, +19% and 11% respectively.</p> <p>From a bigger picture perspective, the move in AI (artificial intelligence) will begin in earnest with the launch of Copilot on November 1, ’23. Commercial users already have Copilot with the update to Windows 11 in late September ’23, so it will be interesting to hear preliminary thoughts from MSFT management on the conference call, if they choose to discuss it.</p> <p>Microsoft did warn earlier in calendar ’23 that AI will likely swell capex in fiscal ’24, so the capex guide for the rest of the ’24 fiscal year will be important.</p> <p>I thought the closing of the Activision (ATVI) deal the last few weeks, would continue to drive Microsoft’s presence into the consumer space, which they are in already with Xbox, but the closing of the deal doesn’t seem to have generated any analyst commentary yet.</p> <p>Personally, I think it’s a positive for the software giant given their enterprise share, although Morningstar maintains that gaming is a no-moat business.</p> <p><strong>Valuation: </strong>MSFT is a fortress stock, with an “expected” 3-year EPS growth rate of 16% on an expected 3-year average revenue growth rate of 13%, that currently sports a 26x EPS multiple, so on a PE-to-growth basis, the stock is cheaper pre-earnings than it was earlier in the summer.</p> <p>Even with a cash flow valuation of 27x and 40x cash flow and free cash flow (ex-cash), Microsoft has a 3.5% free cash yield. The software giant is coming off an easy year of comps with revenue growth slowing to mid-single-digit YoY growth, but that is expected to change going forward, as the forward revenue estimates expect mid-teens revenue growth going forward.</p> <p>Microsoft has $111 billion in cash on the balance, recently hiked their dividend nicely, and tends to repurchase $5-6 bl of their stock every quarter. Sometimes that quarterly repo jumps to $7-8 billion.</p> <p>The Intelligent Cloud (IC) segment and Azure are now the straw(s) that stir the drink at Microsoft. Back in 2016, the Intelligent Cloud segment was just hitting 30% of total Microsoft revenue and 43% of operating income, while today that revenue has risen to 43% of total and the same percentage of operating income. Copilot will only add to IC’s results going forward.</p> <p><em><strong>Conclusion:</strong></em> Microsoft’s EPS and revenue estimates have remained stable to higher since the July ’23 earnings report, and MSFT was fairly cautious on revenue guidance for Q1 ’24.</p> <p>With the launch of Copilot coming up, investors will hear with the December ’23 quarter’s results how Copilot is impacting numbers. Since the Spring ’23, there’s a lot of hype around AI, but no one is yet quantifying the impact.</p> <p>There are no indications that the quarter will come in at anything other than “expected” given trends in EPS and revenue and the trading of the stock. MSFT will likely be a leader in AI as they were with cloud.</p> <p>The stock has been a top 10 holding for clients since shortly after ValueAct took a 2% stake in the stock in the spring of 2013 and it hasn’t disappointed.</p> <p>MSFT peaked in early November ’21 at $249 per share, so the stock is down from its peak two years ago by 8%, but is up 37% YTD in terms of its trailing return.</p> <h2><em><strong>Alphabet</strong></em></h2> <p>Alphabet also reports their September ’23 quarter after the closing bell on Tuesday, October 24th, 2023. Street consensus is expecting $1.45 in EPS, $21.4 billion in operating income and $75.4 billion in revenue, for YoY growth of 2%, 25% and 10% respectively.</p> <p>Looking at the valuation spreadsheet, the aspect of GOOGL’s financials that jumps out is that GOOGL faces very easy comps or compares in the first half of calendar ’24.</p> <p>In Q3 ’22, (i.e. last year), GOOGL printed 1% EPS growth, a decline in operating income of 19%, on 29% revenue growth. Last year’s Q3 ’22 was in the midst of the ad spending slowdown when all major ad businesses missed consensus by 4-5%. GOOGL’s Q3 ’22 operating margin fell by over 900 bps YoY in Q3 ’22.</p> <p>It looks like Q3 ’23 will also be an easy compare for GOOGL Tuesday night as well.</p> <p>Last quarter, Q2 ’23, revenue grew 9% cc, operating income grew 12% and EPS 19% as ad revenue as cloud revenue grew 28% YoY.</p> <p>Cloud revenue has been growing 28-29% for the last 2-3 quarters and in the mid 30% range back in mid-’22.</p> <p><strong>Valuation:</strong> Again, using the 2023-2025 EPS and revenue estimates, the average, expected EPS growth for the next 3 years for GOOGL is 16%, while revenue growth is expected to average 10% over the next 3 years, and with the stock trading at 20x multiple (average for next 3 years), GOOGL looks more attractive on GARP or growth at a reasonable price basis than on an absolute basis.</p> <p>GOOGL is cheaper than MSFT on a cash flow and free cash flow (ex-cash) basis, trading at 16x and 24x those valuation metrics.</p> <p>GOOGL has repo’ed a whopping $60 bl in shares on a trailing twelve-month basis, which represents about 4-5% of GOOGL’s market cap. I think Ruth Porat instituted the repo in 2017 and it’s done nothing but grow every quarter.</p> <p><em><strong>Conclusion/summary:</strong></em> with ad revenue being 80% of total Alphabet revenue and Alphabet Cloud being 11% of revenue, it has a long way to continue to expand, particularly at its 25-35% YoY growth rate, but cloud’s operating income is what really needs to grow as it represents just 2% of operating income currently.</p> <p>EPS and revenue estimates have been revised higher since the July ’23 earnings release, but remain somewhat flat to slightly lower versus the October ’22 estimates.</p> <p>My own opinion is GOOGL will have a good quarter, particularly against easy ad spending weakness one year ago, but the bigger risk is the potential judgment around GOOGL search and the pending search lawsuit that’s gotten a lot of attention the last few weeks.</p> <p>This potential judgment will hang over the stock and judges can be notoriously fickle and not stick to precedent, which can result in sharp swings in stock price.</p> <p>GOOGL (the stock) also peaked in mid-November ’21 near $150, and is trading down about 10% from its all-time-high, but the YTD trailing return for the search giant is +54% YTD.</p> <h2><em><strong>Part I conclusion</strong></em></h2> <p>The helpful aspect to the tougher market action since July 31, ’23 on the back of higher interest rates, is that for growth stocks that do continue to grow, the P/E compression can only last so long and the stocks pop like a beach ball being held underwater.</p> <p>There is no discernable reason apparent today, that either Microsoft or GOOGL will miss their respective quarters when financial results are released Tuesday night, and in fact given GOOGL’s easier comps against last year's Q3 ’22, the results will likely look pretty strong, so being long both stocks for clients, the positions will likely remain unchanged until after results are posted Tuesday night, October 24th.</p> <p>Both Microsoft and Alphabet will be beneficiaries of AI, but MSFT has the more discernible path forward with Copilot today, while GOOGL’s quarter will likely be influenced again by cloud revenue growth and the strength in ad spending.</p> <p>Stay tuned for Tuesday night. How tech reports this week, will no doubt be instrumental in whether the S&amp;P 500 can hold the uptrend.</p> <p>(Take all this with a healthy dose of skepticism. This is one person’s opinion, and past performance is no guarantee of future results. All individual stock EPS and revenue estimates are sourced from IBES data by Refinitiv, although valuation data and metrics are sourced from internal spreadsheets. Capital markets can change quickly for both the good and the bad. This information may or may not be updated, and if updated may or may not be updated in a timely fashion. Readers and investors should gauge their appetite for volatility accordingly, and make adjustments where necessary.)</p> <p>Thanks for reading.</p> <p><em>Original Post</em></p> <div></div> <p><strong>Editor's Note:</strong> The summary bullets for this article were chosen by Seeking Alpha editors.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech Reports This Week: The 'Magnificent 7' Holding Up S&P 500 - Part I</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech Reports This Week: The 'Magnificent 7' Holding Up S&P 500 - Part I\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-24 08:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4642738-big-tech-reports-this-week-the-magnificent-7-holding-up-s-and-p-500-part-i><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 earnings yield (EY) is at a 6-month-high, and 4 big tech names are scheduled to report this week: Microsoft, Alphabet, Meta and Amazon.When Microsoft reports their fiscal Q1 ’24 results after ...</p>\n\n<a href=\"https://seekingalpha.com/article/4642738-big-tech-reports-this-week-the-magnificent-7-holding-up-s-and-p-500-part-i\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1461645090/image_1461645090.jpg","relate_stocks":{"ATVI":"动视暴雪","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SSO":"两倍做多标普500ETF","LU0072462426.USD":"贝莱德全球配置 A2","BK4548":"巴美列捷福持仓","SPXU":"三倍做空标普500ETF","META":"Meta Platforms, Inc.","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc",".SPX":"S&P 500 Index","OEX":"标普100","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","SPY":"标普500ETF","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","LU0251142724.SGD":"Fidelity America A-SGD","SH":"标普500反向ETF","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","BK4525":"远程办公概念","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4577":"网络游戏","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","AMZN":"亚马逊","LU0238689110.USD":"贝莱德环球动力股票基金","BK4574":"无人驾驶","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","MSFT":"微软","UPRO":"三倍做多标普500ETF","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IVV":"标普500指数ETF","BK4085":"互动家庭娱乐","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H"},"source_url":"https://seekingalpha.com/article/4642738-big-tech-reports-this-week-the-magnificent-7-holding-up-s-and-p-500-part-i","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2377287007","content_text":"S&P 500 earnings yield (EY) is at a 6-month-high, and 4 big tech names are scheduled to report this week: Microsoft, Alphabet, Meta and Amazon.When Microsoft reports their fiscal Q1 ’24 results after the close Tuesday night, October 24th, Street consensus is expecting $2.65 in EPS on $54.5 billion in revenue for expected YoY growth of 13% and 9%.Alphabet also reports their September ’23 quarter after the closing bell on Tuesday, October 24th, 2023. Street consensus is expecting $1.45 in EPS, $21.4 billion in operating income and $75.4 billion in revenue.   Gilnature This weekend’s Weekly Earnings update noted the S&P 500 earnings yield (EY) is at a 6-month-high, and that 4 big tech names are scheduled to report this week: Microsoft (MSFT), Alphabet (GOOG) (GOOGL), Meta (META) and Amazon (AMZN). Jim Bianco posted some interesting graphs to X over the weekend, and here’s one:  This graph shows how tenuous the S&P 500 leadership is currently, and without the mega-caps, the S&P 500 is down on the year.  This is a chart posted to yesterday’s blog post noting how the S&P 500 is sitting on the trendline from the October ’22 lows. How the big 4 tech names of the Magnificent 7 trade after their September quarterly results will go a long way to determining whether the uptrend continues or the trendline fails. Let’s look at the fundamentals: Microsoft When Microsoft reports their fiscal Q1 ’24 results after the close Tuesday night, October 24th, Street consensus is expecting $2.65 in EPS on $54.5 billion in revenue for expected year-over-year (YoY) growth of 13% and 9%, respectively. Operating income growth is expected to grow 13% YoY. MSFT guided to 25-26% (cc or constant currency) Azure growth in fiscal Q1 ’24. Street guidance by segment for Q1’24:   Total revenue: $54.3 bl (midpoint)  Prod/Business: $18.1 bl (midpoint)  Intelligent Cloud: $23.5 bl (midpoint)  PC biz: $12.7 bl (midpoint)  In fiscal Q4 ’23, MSFT generated 10% rev growth (cc), operating income growth of 18%, and EPS growth of 21%. Azure actually came in a tad better than expected, up 27% for the quarter, vs. the +26% expectations. For fiscal Q2 ’24 (December ’23 qtr), the Street is expecting $2.66 in EPS, $24.2 billion in operating income and $58.4 billion in revenue for expected YoY growth of +21%, +19% and 11% respectively. From a bigger picture perspective, the move in AI (artificial intelligence) will begin in earnest with the launch of Copilot on November 1, ’23. Commercial users already have Copilot with the update to Windows 11 in late September ’23, so it will be interesting to hear preliminary thoughts from MSFT management on the conference call, if they choose to discuss it. Microsoft did warn earlier in calendar ’23 that AI will likely swell capex in fiscal ’24, so the capex guide for the rest of the ’24 fiscal year will be important. I thought the closing of the Activision (ATVI) deal the last few weeks, would continue to drive Microsoft’s presence into the consumer space, which they are in already with Xbox, but the closing of the deal doesn’t seem to have generated any analyst commentary yet. Personally, I think it’s a positive for the software giant given their enterprise share, although Morningstar maintains that gaming is a no-moat business. Valuation: MSFT is a fortress stock, with an “expected” 3-year EPS growth rate of 16% on an expected 3-year average revenue growth rate of 13%, that currently sports a 26x EPS multiple, so on a PE-to-growth basis, the stock is cheaper pre-earnings than it was earlier in the summer. Even with a cash flow valuation of 27x and 40x cash flow and free cash flow (ex-cash), Microsoft has a 3.5% free cash yield. The software giant is coming off an easy year of comps with revenue growth slowing to mid-single-digit YoY growth, but that is expected to change going forward, as the forward revenue estimates expect mid-teens revenue growth going forward. Microsoft has $111 billion in cash on the balance, recently hiked their dividend nicely, and tends to repurchase $5-6 bl of their stock every quarter. Sometimes that quarterly repo jumps to $7-8 billion. The Intelligent Cloud (IC) segment and Azure are now the straw(s) that stir the drink at Microsoft. Back in 2016, the Intelligent Cloud segment was just hitting 30% of total Microsoft revenue and 43% of operating income, while today that revenue has risen to 43% of total and the same percentage of operating income. Copilot will only add to IC’s results going forward. Conclusion: Microsoft’s EPS and revenue estimates have remained stable to higher since the July ’23 earnings report, and MSFT was fairly cautious on revenue guidance for Q1 ’24. With the launch of Copilot coming up, investors will hear with the December ’23 quarter’s results how Copilot is impacting numbers. Since the Spring ’23, there’s a lot of hype around AI, but no one is yet quantifying the impact. There are no indications that the quarter will come in at anything other than “expected” given trends in EPS and revenue and the trading of the stock. MSFT will likely be a leader in AI as they were with cloud. The stock has been a top 10 holding for clients since shortly after ValueAct took a 2% stake in the stock in the spring of 2013 and it hasn’t disappointed. MSFT peaked in early November ’21 at $249 per share, so the stock is down from its peak two years ago by 8%, but is up 37% YTD in terms of its trailing return. Alphabet Alphabet also reports their September ’23 quarter after the closing bell on Tuesday, October 24th, 2023. Street consensus is expecting $1.45 in EPS, $21.4 billion in operating income and $75.4 billion in revenue, for YoY growth of 2%, 25% and 10% respectively. Looking at the valuation spreadsheet, the aspect of GOOGL’s financials that jumps out is that GOOGL faces very easy comps or compares in the first half of calendar ’24. In Q3 ’22, (i.e. last year), GOOGL printed 1% EPS growth, a decline in operating income of 19%, on 29% revenue growth. Last year’s Q3 ’22 was in the midst of the ad spending slowdown when all major ad businesses missed consensus by 4-5%. GOOGL’s Q3 ’22 operating margin fell by over 900 bps YoY in Q3 ’22. It looks like Q3 ’23 will also be an easy compare for GOOGL Tuesday night as well. Last quarter, Q2 ’23, revenue grew 9% cc, operating income grew 12% and EPS 19% as ad revenue as cloud revenue grew 28% YoY. Cloud revenue has been growing 28-29% for the last 2-3 quarters and in the mid 30% range back in mid-’22. Valuation: Again, using the 2023-2025 EPS and revenue estimates, the average, expected EPS growth for the next 3 years for GOOGL is 16%, while revenue growth is expected to average 10% over the next 3 years, and with the stock trading at 20x multiple (average for next 3 years), GOOGL looks more attractive on GARP or growth at a reasonable price basis than on an absolute basis. GOOGL is cheaper than MSFT on a cash flow and free cash flow (ex-cash) basis, trading at 16x and 24x those valuation metrics. GOOGL has repo’ed a whopping $60 bl in shares on a trailing twelve-month basis, which represents about 4-5% of GOOGL’s market cap. I think Ruth Porat instituted the repo in 2017 and it’s done nothing but grow every quarter. Conclusion/summary: with ad revenue being 80% of total Alphabet revenue and Alphabet Cloud being 11% of revenue, it has a long way to continue to expand, particularly at its 25-35% YoY growth rate, but cloud’s operating income is what really needs to grow as it represents just 2% of operating income currently. EPS and revenue estimates have been revised higher since the July ’23 earnings release, but remain somewhat flat to slightly lower versus the October ’22 estimates. My own opinion is GOOGL will have a good quarter, particularly against easy ad spending weakness one year ago, but the bigger risk is the potential judgment around GOOGL search and the pending search lawsuit that’s gotten a lot of attention the last few weeks. This potential judgment will hang over the stock and judges can be notoriously fickle and not stick to precedent, which can result in sharp swings in stock price. GOOGL (the stock) also peaked in mid-November ’21 near $150, and is trading down about 10% from its all-time-high, but the YTD trailing return for the search giant is +54% YTD. Part I conclusion The helpful aspect to the tougher market action since July 31, ’23 on the back of higher interest rates, is that for growth stocks that do continue to grow, the P/E compression can only last so long and the stocks pop like a beach ball being held underwater. There is no discernable reason apparent today, that either Microsoft or GOOGL will miss their respective quarters when financial results are released Tuesday night, and in fact given GOOGL’s easier comps against last year's Q3 ’22, the results will likely look pretty strong, so being long both stocks for clients, the positions will likely remain unchanged until after results are posted Tuesday night, October 24th. Both Microsoft and Alphabet will be beneficiaries of AI, but MSFT has the more discernible path forward with Copilot today, while GOOGL’s quarter will likely be influenced again by cloud revenue growth and the strength in ad spending. Stay tuned for Tuesday night. How tech reports this week, will no doubt be instrumental in whether the S&P 500 can hold the uptrend. (Take all this with a healthy dose of skepticism. This is one person’s opinion, and past performance is no guarantee of future results. All individual stock EPS and revenue estimates are sourced from IBES data by Refinitiv, although valuation data and metrics are sourced from internal spreadsheets. Capital markets can change quickly for both the good and the bad. This information may or may not be updated, and if updated may or may not be updated in a timely fashion. Readers and investors should gauge their appetite for volatility accordingly, and make adjustments where necessary.) Thanks for reading. Original Post  Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":187484536901680,"gmtCreate":1686798678941,"gmtModify":1686798680327,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187484536901680","repostId":"2339945144","repostType":2,"repost":{"id":"2339945144","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1685331810,"share":"https://www.laohu8.com/m/news/2339945144?lang=&edition=full","pubTime":"2023-05-29 11:43","market":"sh","language":"zh","title":"【券商聚焦】麦格理：维持拼多多（PDD.US）“买入”评级，目标价提高至98美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2339945144","media":"凤凰网港股","summary":"拼多多（PDD.US）于5月26日发布了强劲的一季度业绩报告，显示其市场份额持续增长。麦格理研报指，主要受益于强劲的广告收入（在线营销服务）和GMV增长，拼多多收入同比增长58%达到376亿元人民币，","content":"<html><body><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>（PDD.US）于5月26日发布了强劲的一季度业绩报告，显示其市场份额持续增长。</p><p>麦格理研报指，主要受益于强劲的广告收入（在线营销服务）和GMV增长，拼多多收入同比增长58%达到376亿元人民币，超出了麦格理估值和市场预测的15%/17%。经调整后的净利润达到100亿元人民币，超过了市场普遍预测的62亿元。管理层对恢复势头保持乐观态度，并强调通过提供更好的服务和优质供应来进一步提升消费意识。</p><p>麦格理对公司的收入增长潜力持乐观态度，但对利润持相对保守的看法。</p><p>该行将2023/2024年的收入上调了7%/7%，同时将经调整后的净利润上调了9%/4%。预计2023年公司的收入将同比增长38%，佣金率将同比扩大60个基点。考虑到Temu对利润的拖累和持续的激励支出，该机构预计2023年经调整后的净利润将达到382亿元人民币。</p><p>基于2023年预测的25倍市盈率，将目标价从91美元提高到98美元，维持对拼多多的“买入”评级。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【券商聚焦】麦格理：维持拼多多（PDD.US）“买入”评级，目标价提高至98美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【券商聚焦】麦格理：维持拼多多（PDD.US）“买入”评级，目标价提高至98美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2023-05-29 11:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>（PDD.US）于5月26日发布了强劲的一季度业绩报告，显示其市场份额持续增长。</p><p>麦格理研报指，主要受益于强劲的广告收入（在线营销服务）和GMV增长，拼多多收入同比增长58%达到376亿元人民币，超出了麦格理估值和市场预测的15%/17%。经调整后的净利润达到100亿元人民币，超过了市场普遍预测的62亿元。管理层对恢复势头保持乐观态度，并强调通过提供更好的服务和优质供应来进一步提升消费意识。</p><p>麦格理对公司的收入增长潜力持乐观态度，但对利润持相对保守的看法。</p><p>该行将2023/2024年的收入上调了7%/7%，同时将经调整后的净利润上调了9%/4%。预计2023年公司的收入将同比增长38%，佣金率将同比扩大60个基点。考虑到Temu对利润的拖累和持续的激励支出，该机构预计2023年经调整后的净利润将达到382亿元人民币。</p><p>基于2023年预测的25倍市盈率，将目标价从91美元提高到98美元，维持对拼多多的“买入”评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=484bf06f8532483106fb0b51721f4636","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2339945144","content_text":"拼多多（PDD.US）于5月26日发布了强劲的一季度业绩报告，显示其市场份额持续增长。麦格理研报指，主要受益于强劲的广告收入（在线营销服务）和GMV增长，拼多多收入同比增长58%达到376亿元人民币，超出了麦格理估值和市场预测的15%/17%。经调整后的净利润达到100亿元人民币，超过了市场普遍预测的62亿元。管理层对恢复势头保持乐观态度，并强调通过提供更好的服务和优质供应来进一步提升消费意识。麦格理对公司的收入增长潜力持乐观态度，但对利润持相对保守的看法。该行将2023/2024年的收入上调了7%/7%，同时将经调整后的净利润上调了9%/4%。预计2023年公司的收入将同比增长38%，佣金率将同比扩大60个基点。考虑到Temu对利润的拖累和持续的激励支出，该机构预计2023年经调整后的净利润将达到382亿元人民币。基于2023年预测的25倍市盈率，将目标价从91美元提高到98美元，维持对拼多多的“买入”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236679414644944,"gmtCreate":1698815828719,"gmtModify":1701073561814,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/C\">$花旗(C)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/U/37000856390400\">@小虎通知 &nbsp;[微笑]&nbsp;</a>","text":"$花旗(C)$ @小虎通知 [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656924783","repostId":"2333109722","repostType":2,"repost":{"id":"2333109722","kind":"highlight","pubTimestamp":1683289844,"share":"https://www.laohu8.com/m/news/2333109722?lang=&edition=full","pubTime":"2023-05-05 20:30","market":"fut","language":"en","title":"Analysts Offer Insights on Financial Companies: Fidelity National Financial (FNF), Anywhere Real Estate ate (HOUS) and Lemonade (LMND)","url":"https://stock-news.laohu8.com/highlight/detail?id=2333109722","media":"TIPRANKS","summary":"Companies in the Financial sector have received a lot of coverage today as analysts weigh in on Fide","content":"<div>\n<p>Companies in the Financial sector have received a lot of coverage today as analysts weigh in on Fidelity National Financial (FNF – Research Report)...</p>\n\n<a href=\"https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-financial-companies-fidelity-national-financial-fnf-anywhere-real-estate-ate-hous-and-lemonade-lmnd?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n","source":"tipranks_highlight","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>Analysts Offer Insights on Financial Companies: Fidelity National Financial (FNF), Anywhere Real Estate ate (HOUS) and Lemonade (LMND)</title>\n<style 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href=https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-financial-companies-fidelity-national-financial-fnf-anywhere-real-estate-ate-hous-and-lemonade-lmnd?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Companies in the Financial sector have received a lot of coverage today as analysts weigh in on Fidelity National Financial (FNF – Research Report)...</p>\n\n<a href=\"https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-financial-companies-fidelity-national-financial-fnf-anywhere-real-estate-ate-hous-and-lemonade-lmnd?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMND":"Lemonade, Inc.","BK4551":"寇图资本持仓","BK4585":"ETF&股票定投概念","HOUS":"Anywhere Real Estate Inc.","BK4079":"房地产服务","BK4107":"财产与意外伤害保险","BK4535":"淡马锡持仓","BK4549":"软银资本持仓","BK4588":"碎股","FNF":"富达国民金融","BK4548":"巴美列捷福持仓"},"source_url":"https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-financial-companies-fidelity-national-financial-fnf-anywhere-real-estate-ate-hous-and-lemonade-lmnd?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2333109722","content_text":"Companies in the Financial sector have received a lot of coverage today as analysts weigh in on Fidelity National Financial (FNF – Research Report)...","news_type":1},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656967269,"gmtCreate":1683286345351,"gmtModify":1683286549299,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3520120256277227\">@雷递 &nbsp;</a>","listText":"<a href=\"https://laohu8.com/U/3520120256277227\">@雷递 &nbsp;</a>","text":"@雷递","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656967269","repostId":"656968105","repostType":1,"repost":{"id":656968105,"gmtCreate":1683284409000,"gmtModify":1703674836739,"author":{"id":"3527667583497005","authorId":"3527667583497005","name":"期权异动观察","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667583497005","authorIdStr":"3527667583497005"},"themes":[],"title":"热门股covered call 量化策略【5月5日】","htmlText":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。 策略执行方法是，持有或买入股票，卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。 小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作，则最后的总资产为675484美元 持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略：卖出看涨期权池（仅供参考） 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率 <a target=\"_blank\" href=\"https://laohu8.com/OPT/AAPL 20230512 172.5 call\">$AAPL 20230512 172.5 call$</a> AAPL 2023/05/12 172.5 1.680000 0.420000 46.23% <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA 20230512 175.0 call\">$TSLA 20230512 175.0 call$</a> TSLA 2023/05/12 175.0 0.710000 0.470000 20.10%","listText":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。 策略执行方法是，持有或买入股票，卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。 小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作，则最后的总资产为675484美元 持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略：卖出看涨期权池（仅供参考） 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率 <a target=\"_blank\" href=\"https://laohu8.com/OPT/AAPL 20230512 172.5 call\">$AAPL 20230512 172.5 call$</a> AAPL 2023/05/12 172.5 1.680000 0.420000 46.23% <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA 20230512 175.0 call\">$TSLA 20230512 175.0 call$</a> TSLA 2023/05/12 175.0 0.710000 0.470000 20.10%","text":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。 策略执行方法是，持有或买入股票，卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。 小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作，则最后的总资产为675484美元 持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略：卖出看涨期权池（仅供参考） 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率 $AAPL 20230512 172.5 call$ AAPL 2023/05/12 172.5 1.680000 0.420000 46.23% $TSLA 20230512 175.0 call$ TSLA 2023/05/12 175.0 0.710000 0.470000 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12:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月30日，汇丰控股第三季度除税前利润77.1亿美元，预估81亿美元；第三季度营收为161.6亿美元，市场预期为162.4亿美元。汇丰控股宣布至多30亿美元股份回购。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdcaedb9632de1136c4519efc3342c63\" tg-width=\"1060\" tg-height=\"569\"/></p><p></p><p> </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/67bb9f6d22d097ff0cb960f84fc5dea3","relate_stocks":{"00005":"汇丰控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145639722","content_text":"10月30日，汇丰控股第三季度除税前利润77.1亿美元，预估81亿美元；第三季度营收为161.6亿美元，市场预期为162.4亿美元。汇丰控股宣布至多30亿美元股份回购。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236036293247016,"gmtCreate":1698647972680,"gmtModify":1698647976454,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236036293247016","repostId":"625397242","repostType":1,"repost":{"id":625397242,"gmtCreate":1676091385986,"gmtModify":1676091387656,"author":{"id":"3456823860037998","authorId":"3456823860037998","name":"天天涨6688","avatar":"https://static.tigerbbs.com/1429697152730fb96d50c055f81aa36b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456823860037998","authorIdStr":"3456823860037998"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>现在可以随便玩了哈哈","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>现在可以随便玩了哈哈","text":"$特斯拉(TSLA)$ 现在可以随便玩了哈哈","images":[{"img":"https://static.tigerbbs.com/ad6bcf949aeddea4c476aa5a6566ba39","width":"1289","height":"1109"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625397242","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236035570270280,"gmtCreate":1698647904307,"gmtModify":1698647905099,"author":{"id":"3576906227522532","authorId":"3576906227522532","name":"建华022研发","avatar":"https://static.tigerbbs.com/3566096898d7ca0b2c866865cb429268","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576906227522532","authorIdStr":"3576906227522532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a><a href=\"https://laohu8.com/U/3585800644196386\">@OptionS &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a><a href=\"https://laohu8.com/U/3585800644196386\">@OptionS &nbsp;</a>","text":"$纳指三倍做空ETF(SQQQ)$ @OptionS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236035570270280","repostId":"1114059922","repostType":4,"repost":{"id":"1114059922","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1698644301,"share":"https://www.laohu8.com/m/news/1114059922?lang=&edition=full","pubTime":"2023-10-30 13:38","market":"hk","language":"zh","title":"小米集团-W午后持续拉涨！近日发布多款重磅产品","url":"https://stock-news.laohu8.com/highlight/detail?id=1114059922","media":"老虎资讯综合","summary":"10月30日，$小米集团-W(01810)$午后持续上涨，现涨逾5%，成交额超15亿港元。","content":"<html><head></head><body><p>10月30日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>午后持续上涨，现涨逾5%，成交额超15亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba3ada4c65c01dd3faeb65a19245ca03\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，近日，小米举办新品发布会并发布多款重磅产品，包括全新操作系统Xiaomi HyperOS(小米澎湃OS)、年度旗舰小米14系列智能手机(小米14、14 Pro&amp;钛金属特别版)、以及6款IoT产品。此外，Canalys 近日公布的全球智能手机出货统计，Q3全球手机出货同比下滑幅度收窄至1%，其中小米以14%的市场份额排名第三，对应出货量为4150万台，同比已转正至2%，</p><p style=\"text-align: justify;\">光大证券指出，维持小米集团“增持”评级，保持今年造车等新兴业务投入75亿元、1H24首款车量产上市预测，期待手机消费需求明确性复苏拐点到来以及小米汽车更多信息催化。中信证券表示，小米首款智能电动汽车发布在即。该行持续看好小米智能汽车的成功推出和快速增长，为公司带来新的增长曲线和估值提升，期待公司在手机、汽车、智能家居完全打通后融会贯通的价值。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米集团-W午后持续拉涨！近日发布多款重磅产品</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; 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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小米集团-W午后持续拉涨！近日发布多款重磅产品\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-10-30 13:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月30日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>午后持续上涨，现涨逾5%，成交额超15亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba3ada4c65c01dd3faeb65a19245ca03\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，近日，小米举办新品发布会并发布多款重磅产品，包括全新操作系统Xiaomi HyperOS(小米澎湃OS)、年度旗舰小米14系列智能手机(小米14、14 Pro&amp;钛金属特别版)、以及6款IoT产品。此外，Canalys 近日公布的全球智能手机出货统计，Q3全球手机出货同比下滑幅度收窄至1%，其中小米以14%的市场份额排名第三，对应出货量为4150万台，同比已转正至2%，</p><p style=\"text-align: justify;\">光大证券指出，维持小米集团“增持”评级，保持今年造车等新兴业务投入75亿元、1H24首款车量产上市预测，期待手机消费需求明确性复苏拐点到来以及小米汽车更多信息催化。中信证券表示，小米首款智能电动汽车发布在即。该行持续看好小米智能汽车的成功推出和快速增长，为公司带来新的增长曲线和估值提升，期待公司在手机、汽车、智能家居完全打通后融会贯通的价值。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"81810":"小米集团-WR","BK1575":"同股不同权","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","XIACY":"小米集团ADR","BK1506":"5G概念","01810":"小米集团-W","BK1607":"新IT概念","BK1589":"北水核心资产","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1502":"双十一","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114059922","content_text":"10月30日，小米集团-W午后持续上涨，现涨逾5%，成交额超15亿港元。消息面上，近日，小米举办新品发布会并发布多款重磅产品，包括全新操作系统Xiaomi HyperOS(小米澎湃OS)、年度旗舰小米14系列智能手机(小米14、14 Pro&钛金属特别版)、以及6款IoT产品。此外，Canalys 近日公布的全球智能手机出货统计，Q3全球手机出货同比下滑幅度收窄至1%，其中小米以14%的市场份额排名第三，对应出货量为4150万台，同比已转正至2%，光大证券指出，维持小米集团“增持”评级，保持今年造车等新兴业务投入75亿元、1H24首款车量产上市预测，期待手机消费需求明确性复苏拐点到来以及小米汽车更多信息催化。中信证券表示，小米首款智能电动汽车发布在即。该行持续看好小米智能汽车的成功推出和快速增长，为公司带来新的增长曲线和估值提升，期待公司在手机、汽车、智能家居完全打通后融会贯通的价值。","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}