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2021-12-16

Great ariticle, would you like to share it?

外媒头条：美联储官宣加速Taper！暗示明年加息三次

2021-12-14

Great ariticle, would you like to share it?

@MikeLiu888:2021投资大复盘之年终感悟——从年盈利5倍到亏损只需要一年

2021-12-13

Like & comment pls

2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass

2021-11-30

😁

@漫投资:Airbnb到底是疫情受益股还是复苏股🏠🚀

2021-11-25

Look

@深海芒果猫:为什么Sea近期跌跌不休

2021-11-16

$Costco(COST)$slow and steady uptrend.

2021-11-15

$Sea Ltd(SE)$this stock suitable to do options.

2021-11-11

$Alibaba(BABA)$still dropping

2021-11-09

$Digital Turbine(APPS)$start rebound?

2021-11-07

$Applied Materials(AMAT)$nice

2021-11-06

$Meta Platforms, Inc.(FB)$going up

2021-11-05

$CrowdStrike Holdings, Inc.(CRWD)$nice

2021-11-04

$Dynatrace Holdings LLC(DT)$keep going

2021-11-04

$Adobe(ADBE)$what is your thought?

2021-11-02

$Tesla Motors(TSLA)$🤑🤑🤑

2021-10-31

$SEA LTD(SE)$power SE

2021-10-31

$Adobe(ADBE)$💪

2021-10-30

$Microsoft(MSFT)$wow

2021-10-29

$Sea Ltd(SE)$enough drop. Time to bull

2021-10-28

$Microsoft(MSFT)$nice

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690032750","repostId":"2191499479","repostType":2,"repost":{"id":"2191499479","pubTimestamp":1639604040,"share":"https://www.laohu8.com/m/news/2191499479?lang=&edition=full","pubTime":"2021-12-16 05:34","market":"us","language":"zh","title":"外媒头条：美联储官宣加速Taper！暗示明年加息三次","url":"https://stock-news.laohu8.com/highlight/detail?id=2191499479","media":"市场资讯","summary":"　　美联储周三向市场提供了多项迹象，表明其自新冠疫情开始以来的超宽松政策即将结束，其举措甚至比市场预期的还要激进。　　美联储点阵图显示，所有委员均预计美联储将在2022年开始加息，具体为2022年和2023年分别加息三次。委员们对政策举措持鹰派态度，坚定地倾向于加息。在18名FOMC委员中，12名委员认为明年至少将加息3次，6名预计明年加息不到3次，没有任何委员看到明年利率保持当前近零水平。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、美联储维持利率不变 宣布加速Taper 点阵图显示明年加息三次</b>\n</blockquote>\n<blockquote>\n <b>2、Omicron加速蔓延 英国Covid病例创下纪录高点</b>\n</blockquote>\n<blockquote>\n <b>3、美国11月零售销售增幅低于预期 表明高通胀正在抑制消费</b>\n</blockquote>\n<blockquote>\n <b>4、全球债务达到创纪录226万亿美元 IMF担心利率上升带来可持续性风险</b>\n</blockquote>\n<blockquote>\n <b>5、美国证券交易委员会计划收紧企业高管的股票出售规定</b>\n</blockquote>\n<blockquote>\n <b>6、美联储隔夜逆回购使用规模再创历史新高 达到1.62万亿美元</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/50acb966ae0fa22fd804334cd3285156\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美联储维持利率不变 宣布加速Taper 点阵图显示明年加息三次</b></p>\n<p>美联储周三向市场提供了多项迹象，表明其自新冠疫情开始以来的超宽松政策即将结束，其举措甚至比市场预期的还要激进。</p>\n<p>美国联邦公开市场委员会（FOMC）当地时间周三公布最新利率决议，将基准利率维持在0%-0.25%区间不变，将超额准备金利率（IOER）维持在0.15%不变，将隔夜逆回购利率维持在0.05%不变，符合市场的普遍预期。</p>\n<p>FOMC声明称，从明年1月起，将每月资产购买规模减少300亿美元，即月度美国国债购买规模降低200亿美元、抵押贷款支持证券（MBS）减少100亿美元，此前为每月减少150亿美元。声明称，委员会认为，可能每月都适合这样减少净购买资产，但如果经济前景发生变化，将准备调整购债速度。</p>\n<p>美联储点阵图显示，所有委员均预计美联储将在2022年开始加息，具体为2022年和2023年分别加息三次。委员们对政策举措持鹰派态度，坚定地倾向于加息。在18名FOMC委员中，12名委员认为明年至少将加息3次，6名预计明年加息不到3次，没有任何委员看到明年利率保持当前近零水平。</p>\n<p><img src=\"https://static.tigerbbs.com/18b297bd677c579650af4b7c8b9df6cd\" tg-width=\"480\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Omicron加速蔓延 英国Covid病例创下纪录高点</b></p>\n<p>英国周三报告了78610例新增新冠病例，为大流行病爆发以来新高，凸显出omicron变异毒株的高传播性。</p>\n<p>之前的纪录高点是在1月8日的68053例，当时英国正处于阿尔法变种引发疫情浪潮、英国进入封锁状态几天之后。</p>\n<p>科研顾问警告称，首相鲍里斯·约翰逊称之为“海啸般的”一波omicron感染浪潮将导致住院人数增加。</p>\n<p>目前尚不清楚疫苗对这种变异毒株有多大效力，不过早期研究表明，两剂疫苗加一剂加强针可以提供针对omicron毒株75%的保护。</p>\n<p>虽然英国的阳性检测结果正在加速增长，但死亡人数远低于大流行病早期的水平。科学家们希望即使在病例数上升的情况下，快速推进加强针的接种能够帮助将重症病例数保持在较低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/78b40d4e4573d972aa08df28c761e4bf\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国11月零售销售增幅低于预期 表明高通胀正在抑制消费</b></p>\n<p>美国11月零售销售增幅低于预期，表明在通胀率达到数十年来最高的背景下，消费者正在抑制购物。</p>\n<p>美国商务部周三的数据显示，11月份的总体零售额增长0.3%，10月份的数据向上修正为增长1.8%。不包括汽油和汽车，11月销售额增长0.2%。上述数字没有经过通胀调整。</p>\n<p>媒体调查得出的预测中值显示，经济学家预计11月整体零售额环比增长0.8%。</p>\n<p>弱于预期的报告可能反映了假日销售前移的影响，因为许多知道供应链困难的美国人比平常更早进行假日购物。</p>\n<p><img src=\"https://static.tigerbbs.com/66939b0633e54bb821942a2020b57625\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p><b>全球债务达到创纪录226万亿美元 IMF担心利率上升带来可持续性风险</b></p>\n<p>国际货币基金组织（IMF）称，全球债务去年飙升至创纪录的226万亿美元，随着利率上升，引发了对债务可持续性的担忧。</p>\n<p>IMF官员周三在一份报告中表示，快于预期的加息可能会给高负债国家带来压力，并迫使政府和企业削减债务和支出，损害经济增长。</p>\n<p>他们援引IMF最新的全球债务数据库称，2020年全球债务/GDP比率上升28个百分点，达到256%，是二战以来升幅最大的一年。</p>\n<p>随着利率上升，财政政策通常会调整，因为政府要拿更多钱还债，并削减支出以控制赤字。</p>\n<p>“如果全球利率上升速度快于预期且经济增长放缓，那么风险将被放大，”&nbsp;Vitor Gaspar牵头的IMF官员写道。“如果公共和私营部门被迫同时去杠杆，增长前景将受到影响。”</p>\n<p><img src=\"https://static.tigerbbs.com/9c8348539976fbadc99ebaa9f1763592\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国证券交易委员会计划收紧企业高管的股票出售规定</b></p>\n<p>长期以来，企业负责人一直被怀疑规避意在防止高层管理人员利用内线消息进行交易的规定。现在，美国证券交易委员会正想办法打击这类交易。</p>\n<p>监管机构正在处理一个争议的问题：什么时候可以允许可能接触到重要非公开消息的公司内部人士出售股票？目前，企业高层主管可以只在抛售股票的前几天拟定出售计划，参议员Elizabeth Warren和其他立法者指出，这使得他们能在发布足以影响股价的公司公告前提前动作。</p>\n<p>美国证券交易委员会官员称，作为回应，该委员会准备提出新规则，迫使公司内部人士在安排出售至真正卖出股票之间等待大约四个月的时间。</p>\n<p>该机构将在周三的会议上就提出新限制措施进行表决。现行法规于20年前制定，旨在帮助高层管理人员出售股票并避免日后被指控进行内线交易。但最近的学术研究显示，股票销售计划充斥着可疑的特定时点交易。证券交易委员会主席Gary Gensler于6月表示，这些与企业相关的政策“导致我们的内线交易规范出现了真正的裂缝”。</p>\n<p>“这项提案解决了我们发现的一些漏洞，”Gensler在计划投票前接受采访时说。“这将有助于增强对资本市场的信任。”</p>\n<p><img src=\"https://static.tigerbbs.com/04efb4451f7dd35befcdc79a3423aa11\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美联储隔夜逆回购使用规模再创历史新高 达到1.62万亿美元</b></p>\n<p>投资者在美联储一个重要政策工具存放的资金创下历史新高。</p>\n<p>八十五名对手方周三利用隔夜逆回购协议存入美联储的资金达到1.62万亿美元，打破了第三季度最后一个交易日创下的1.605万亿美元的纪录。</p>\n<p>隔夜逆回购使用规模创纪录的同时，将美国债务上限提高2.5万亿美元的法案已经获得议会通过，并将交由总统拜登签署。该法案将允许财政部补充已耗尽的现金储备，并消除政府债券违约的风险。</p>\n<p>据报道，拜登将于周四签署该法案。</p>\n<p>随着机构对存放短期现金的需求增加，今年美联储逆回购工具的使用规模飙升。政府现金余额下降以及对突破债务上限的担忧也起到了推波助澜的作用。</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\" 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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外媒头条：美联储官宣加速Taper！暗示明年加息三次\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 05:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-16/doc-ikyakumx4410594.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美联储维持利率不变 宣布加速Taper 点阵图显示明年加息三次\n\n\n2、Omicron加速蔓延 英国Covid病例创下纪录高点\n\n\n3、美国11月零售销售增幅低于预期 表明高通胀正在抑制消费\n\n\n4、全球债务达到创纪录226万亿美元 IMF担心利率上升带来可持续性风险\n\n\n5、美国证券交易委员会计划收紧企业高管的股票出售规定\n\n\n6、美联储隔夜...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-16/doc-ikyakumx4410594.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/123472eab1159c5e881f8e540a346014","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","BK4534":"瑞士信贷持仓","QQQ":"纳指100ETF","DOG":"道指反向ETF","DJX":"1/100道琼斯","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","BK4559":"巴菲特持仓","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","BK4550":"红杉资本持仓","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","BK4504":"桥水持仓","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","SPY":"标普500ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯","SDOW":"道指三倍做空ETF-ProShares",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-16/doc-ikyakumx4410594.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2191499479","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美联储维持利率不变 宣布加速Taper 点阵图显示明年加息三次\n\n\n2、Omicron加速蔓延 英国Covid病例创下纪录高点\n\n\n3、美国11月零售销售增幅低于预期 表明高通胀正在抑制消费\n\n\n4、全球债务达到创纪录226万亿美元 IMF担心利率上升带来可持续性风险\n\n\n5、美国证券交易委员会计划收紧企业高管的股票出售规定\n\n\n6、美联储隔夜逆回购使用规模再创历史新高 达到1.62万亿美元\n\n\n美联储维持利率不变 宣布加速Taper 点阵图显示明年加息三次\n美联储周三向市场提供了多项迹象，表明其自新冠疫情开始以来的超宽松政策即将结束，其举措甚至比市场预期的还要激进。\n美国联邦公开市场委员会（FOMC）当地时间周三公布最新利率决议，将基准利率维持在0%-0.25%区间不变，将超额准备金利率（IOER）维持在0.15%不变，将隔夜逆回购利率维持在0.05%不变，符合市场的普遍预期。\nFOMC声明称，从明年1月起，将每月资产购买规模减少300亿美元，即月度美国国债购买规模降低200亿美元、抵押贷款支持证券（MBS）减少100亿美元，此前为每月减少150亿美元。声明称，委员会认为，可能每月都适合这样减少净购买资产，但如果经济前景发生变化，将准备调整购债速度。\n美联储点阵图显示，所有委员均预计美联储将在2022年开始加息，具体为2022年和2023年分别加息三次。委员们对政策举措持鹰派态度，坚定地倾向于加息。在18名FOMC委员中，12名委员认为明年至少将加息3次，6名预计明年加息不到3次，没有任何委员看到明年利率保持当前近零水平。\n\nOmicron加速蔓延 英国Covid病例创下纪录高点\n英国周三报告了78610例新增新冠病例，为大流行病爆发以来新高，凸显出omicron变异毒株的高传播性。\n之前的纪录高点是在1月8日的68053例，当时英国正处于阿尔法变种引发疫情浪潮、英国进入封锁状态几天之后。\n科研顾问警告称，首相鲍里斯·约翰逊称之为“海啸般的”一波omicron感染浪潮将导致住院人数增加。\n目前尚不清楚疫苗对这种变异毒株有多大效力，不过早期研究表明，两剂疫苗加一剂加强针可以提供针对omicron毒株75%的保护。\n虽然英国的阳性检测结果正在加速增长，但死亡人数远低于大流行病早期的水平。科学家们希望即使在病例数上升的情况下，快速推进加强针的接种能够帮助将重症病例数保持在较低水平。\n\n美国11月零售销售增幅低于预期 表明高通胀正在抑制消费\n美国11月零售销售增幅低于预期，表明在通胀率达到数十年来最高的背景下，消费者正在抑制购物。\n美国商务部周三的数据显示，11月份的总体零售额增长0.3%，10月份的数据向上修正为增长1.8%。不包括汽油和汽车，11月销售额增长0.2%。上述数字没有经过通胀调整。\n媒体调查得出的预测中值显示，经济学家预计11月整体零售额环比增长0.8%。\n弱于预期的报告可能反映了假日销售前移的影响，因为许多知道供应链困难的美国人比平常更早进行假日购物。\n\n全球债务达到创纪录226万亿美元 IMF担心利率上升带来可持续性风险\n国际货币基金组织（IMF）称，全球债务去年飙升至创纪录的226万亿美元，随着利率上升，引发了对债务可持续性的担忧。\nIMF官员周三在一份报告中表示，快于预期的加息可能会给高负债国家带来压力，并迫使政府和企业削减债务和支出，损害经济增长。\n他们援引IMF最新的全球债务数据库称，2020年全球债务/GDP比率上升28个百分点，达到256%，是二战以来升幅最大的一年。\n随着利率上升，财政政策通常会调整，因为政府要拿更多钱还债，并削减支出以控制赤字。\n“如果全球利率上升速度快于预期且经济增长放缓，那么风险将被放大，” Vitor Gaspar牵头的IMF官员写道。“如果公共和私营部门被迫同时去杠杆，增长前景将受到影响。”\n\n美国证券交易委员会计划收紧企业高管的股票出售规定\n长期以来，企业负责人一直被怀疑规避意在防止高层管理人员利用内线消息进行交易的规定。现在，美国证券交易委员会正想办法打击这类交易。\n监管机构正在处理一个争议的问题：什么时候可以允许可能接触到重要非公开消息的公司内部人士出售股票？目前，企业高层主管可以只在抛售股票的前几天拟定出售计划，参议员Elizabeth Warren和其他立法者指出，这使得他们能在发布足以影响股价的公司公告前提前动作。\n美国证券交易委员会官员称，作为回应，该委员会准备提出新规则，迫使公司内部人士在安排出售至真正卖出股票之间等待大约四个月的时间。\n该机构将在周三的会议上就提出新限制措施进行表决。现行法规于20年前制定，旨在帮助高层管理人员出售股票并避免日后被指控进行内线交易。但最近的学术研究显示，股票销售计划充斥着可疑的特定时点交易。证券交易委员会主席Gary Gensler于6月表示，这些与企业相关的政策“导致我们的内线交易规范出现了真正的裂缝”。\n“这项提案解决了我们发现的一些漏洞，”Gensler在计划投票前接受采访时说。“这将有助于增强对资本市场的信任。”\n\n美联储隔夜逆回购使用规模再创历史新高 达到1.62万亿美元\n投资者在美联储一个重要政策工具存放的资金创下历史新高。\n八十五名对手方周三利用隔夜逆回购协议存入美联储的资金达到1.62万亿美元，打破了第三季度最后一个交易日创下的1.605万亿美元的纪录。\n隔夜逆回购使用规模创纪录的同时，将美国债务上限提高2.5万亿美元的法案已经获得议会通过，并将交由总统拜登签署。该法案将允许财政部补充已耗尽的现金储备，并消除政府债券违约的风险。\n据报道，拜登将于周四签署该法案。\n随着机构对存放短期现金的需求增加，今年美联储逆回购工具的使用规模飙升。政府现金余额下降以及对突破债务上限的担忧也起到了推波助澜的作用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604798148,"gmtCreate":1639444117543,"gmtModify":1639444119117,"author":{"id":"3577834167694497","authorId":"3577834167694497","name":"SiewHoon","avatar":"https://static.tigerbbs.com/6aaaa4df454bde833fdc1f40118f0bbe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577834167694497","idStr":"3577834167694497"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604798148","repostId":"604620721","repostType":1,"repost":{"id":604620721,"gmtCreate":1639389188174,"gmtModify":1639470890559,"author":{"id":"3518534409433616","authorId":"3518534409433616","name":"MikeLiu888","avatar":"https://static.tigerbbs.com/baa88fee4ede32f5276ef7385c3dcaf1","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3518534409433616","idStr":"3518534409433616"},"themes":[],"title":"2021投资大复盘之年终感悟——从年盈利5倍到亏损只需要一年","htmlText":"今年的不幸应该是继续了上一年的投资风格，或许从做这个决定开始就已经注定了今年的悲剧。我不知道之前有没有讲过，也许是有的，老虎的季度总结呀年终总结呀，都已经写过几次了，所以应该是有提到过。我主要是做港美股的打新为主的，我觉得这个写出来的话也没有什么好丢人的，毕竟对于在二级市场投资来讲的话，打新已经是一个胜率很高的事，如果这个都玩不转，那证明其它的话，那就更难玩得转了，所以亏钱的手艺，有一门就够了，没有必要去学更多的了。这一次的复盘给了几个主题“心得感悟”、“做了什么神操作？得到什么启发？”、“哪次失败的投资令你痛彻心扉，总结出哪些教训？”、展望2022年，你又希望收获什么？”。说真的，当我看到这几个主题的时候，那一个我都想好好说一下，但是一想到总个2021年，真的是亏到痛彻心扉的时候，话都到嘴边了手在键盘却敲不下去。那种真的是心痛的感受，而且是很痛的那种。先简单说一下心得感悟吧，我觉得造成今年的亏损完全就是上一年的打新收益太顺了，所以才会造成今年的亏损，如果不是盲目自信的话，稳打稳扎一点或者见势不好的时候早点收手，今年也许就不会亏成这今这个样子的，现在就像杀红了眼的赌徒一样，还继续赌它气氛回暖，如果不赌今年就彻底亏损出局了，如果继续赌的话，今年还有回本的可能。但是话又说回来了，我们这好像有一句彦语“输钱皆因赢钱起”，我也不确定是不是我们这的，但不可否认真的是真理。其实总结来说的话，就是一句俗不可奈的话“永远要对资本市场保持一颗敬畏的心”。正如标题所示，上一年在资金量不大的情况下，在以小博大的情况在港股打新这个市场下成功实现了盈利5倍的伟大壮举，但是从今年开始继续延续上一年的打新策略之后，到今天统计的时候总体亏损了差不多有10万之巨，现在说出来心都还是痛的，这已经够痛彻心扉了。作为全职的投资者，这种年投资回报是很让人绝望的，现在只能真的如新闻所说的那样，明年就都恢复了，把所有的","listText":"今年的不幸应该是继续了上一年的投资风格，或许从做这个决定开始就已经注定了今年的悲剧。我不知道之前有没有讲过，也许是有的，老虎的季度总结呀年终总结呀，都已经写过几次了，所以应该是有提到过。我主要是做港美股的打新为主的，我觉得这个写出来的话也没有什么好丢人的，毕竟对于在二级市场投资来讲的话，打新已经是一个胜率很高的事，如果这个都玩不转，那证明其它的话，那就更难玩得转了，所以亏钱的手艺，有一门就够了，没有必要去学更多的了。这一次的复盘给了几个主题“心得感悟”、“做了什么神操作？得到什么启发？”、“哪次失败的投资令你痛彻心扉，总结出哪些教训？”、展望2022年，你又希望收获什么？”。说真的，当我看到这几个主题的时候，那一个我都想好好说一下，但是一想到总个2021年，真的是亏到痛彻心扉的时候，话都到嘴边了手在键盘却敲不下去。那种真的是心痛的感受，而且是很痛的那种。先简单说一下心得感悟吧，我觉得造成今年的亏损完全就是上一年的打新收益太顺了，所以才会造成今年的亏损，如果不是盲目自信的话，稳打稳扎一点或者见势不好的时候早点收手，今年也许就不会亏成这今这个样子的，现在就像杀红了眼的赌徒一样，还继续赌它气氛回暖，如果不赌今年就彻底亏损出局了，如果继续赌的话，今年还有回本的可能。但是话又说回来了，我们这好像有一句彦语“输钱皆因赢钱起”，我也不确定是不是我们这的，但不可否认真的是真理。其实总结来说的话，就是一句俗不可奈的话“永远要对资本市场保持一颗敬畏的心”。正如标题所示，上一年在资金量不大的情况下，在以小博大的情况在港股打新这个市场下成功实现了盈利5倍的伟大壮举，但是从今年开始继续延续上一年的打新策略之后，到今天统计的时候总体亏损了差不多有10万之巨，现在说出来心都还是痛的，这已经够痛彻心扉了。作为全职的投资者，这种年投资回报是很让人绝望的，现在只能真的如新闻所说的那样，明年就都恢复了，把所有的","text":"今年的不幸应该是继续了上一年的投资风格，或许从做这个决定开始就已经注定了今年的悲剧。我不知道之前有没有讲过，也许是有的，老虎的季度总结呀年终总结呀，都已经写过几次了，所以应该是有提到过。我主要是做港美股的打新为主的，我觉得这个写出来的话也没有什么好丢人的，毕竟对于在二级市场投资来讲的话，打新已经是一个胜率很高的事，如果这个都玩不转，那证明其它的话，那就更难玩得转了，所以亏钱的手艺，有一门就够了，没有必要去学更多的了。这一次的复盘给了几个主题“心得感悟”、“做了什么神操作？得到什么启发？”、“哪次失败的投资令你痛彻心扉，总结出哪些教训？”、展望2022年，你又希望收获什么？”。说真的，当我看到这几个主题的时候，那一个我都想好好说一下，但是一想到总个2021年，真的是亏到痛彻心扉的时候，话都到嘴边了手在键盘却敲不下去。那种真的是心痛的感受，而且是很痛的那种。先简单说一下心得感悟吧，我觉得造成今年的亏损完全就是上一年的打新收益太顺了，所以才会造成今年的亏损，如果不是盲目自信的话，稳打稳扎一点或者见势不好的时候早点收手，今年也许就不会亏成这今这个样子的，现在就像杀红了眼的赌徒一样，还继续赌它气氛回暖，如果不赌今年就彻底亏损出局了，如果继续赌的话，今年还有回本的可能。但是话又说回来了，我们这好像有一句彦语“输钱皆因赢钱起”，我也不确定是不是我们这的，但不可否认真的是真理。其实总结来说的话，就是一句俗不可奈的话“永远要对资本市场保持一颗敬畏的心”。正如标题所示，上一年在资金量不大的情况下，在以小博大的情况在港股打新这个市场下成功实现了盈利5倍的伟大壮举，但是从今年开始继续延续上一年的打新策略之后，到今天统计的时候总体亏损了差不多有10万之巨，现在说出来心都还是痛的，这已经够痛彻心扉了。作为全职的投资者，这种年投资回报是很让人绝望的，现在只能真的如新闻所说的那样，明年就都恢复了，把所有的","images":[{"img":"https://static.tigerbbs.com/39374d5e9909ad47e07dd29a3e398be5","width":"548","height":"300"},{"img":"https://static.tigerbbs.com/f9f1fa7e94f82b86c7f45fe6baed2bde","width":"1430","height":"1985"},{"img":"https://static.tigerbbs.com/33612eb6aa0cbd590ebe8c0ff07c6cfd","width":"569","height":"400"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604620721","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604345049,"gmtCreate":1639355050025,"gmtModify":1639355051536,"author":{"id":"3577834167694497","authorId":"3577834167694497","name":"SiewHoon","avatar":"https://static.tigerbbs.com/6aaaa4df454bde833fdc1f40118f0bbe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577834167694497","idStr":"3577834167694497"},"themes":[],"htmlText":"Like &amp; comment pls","listText":"Like &amp; comment pls","text":"Like & comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604345049","repostId":"1175891189","repostType":4,"repost":{"id":"1175891189","pubTimestamp":1639354864,"share":"https://www.laohu8.com/m/news/1175891189?lang=&edition=full","pubTime":"2021-12-13 08:21","market":"us","language":"en","title":"2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass","url":"https://stock-news.laohu8.com/highlight/detail?id=1175891189","media":"TheStreet","summary":"As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform st","content":"<p>As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.</p>\n<p>Wall Street analysts continue to debate whether Apple stock&nbsp;is a buy as we head into 2022. Recently,I presented the bear argument&nbsp;that, if proven right, could foretell a drop of around 18% in the stock price.</p>\n<p>But investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2e0accd2eec6d8660139f01d4786050\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.</span></p>\n<p><b>iPhone: not all about the holiday</b></p>\n<p>The recent headlines have highlighted&nbsp;the expected performance of the iPhone&nbsp;in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point&nbsp;contradicted earlier Wall Street projections&nbsp;for an above-estimate volume of iPhone shipments in the current shopping season.</p>\n<p>But DigiTimes Taiwan has recently&nbsp;shifted&nbsp;the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”</p>\n<p>If confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee90d77969b11205181863715e8ab4f1\" tg-width=\"784\" tg-height=\"544\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p>\n<p>I would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.</p>\n<p><b>Apple Glass: the next big thing</b></p>\n<p>The other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been&nbsp;labeling&nbsp;the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.</p>\n<p>Mr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.</p>\n<p>Wedbush is not alone in its bullish assessment.Morgan Stanley has already suggested&nbsp;that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.</p>\n<p><b>The Apple Maven’s take</b></p>\n<p>Even as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.</p>\n<p>However, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.</p>\n<p>From current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share price.</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>2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass</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\">\n2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 08:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/2-reasons-to-own-apple-stock-in-2022-iphone-apple-glass><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.\nWall Street analysts continue ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/2-reasons-to-own-apple-stock-in-2022-iphone-apple-glass\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/2-reasons-to-own-apple-stock-in-2022-iphone-apple-glass","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175891189","content_text":"As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.\nWall Street analysts continue to debate whether Apple stock is a buy as we head into 2022. Recently,I presented the bear argument that, if proven right, could foretell a drop of around 18% in the stock price.\nBut investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.\nFigure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.\niPhone: not all about the holiday\nThe recent headlines have highlighted the expected performance of the iPhone in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point contradicted earlier Wall Street projections for an above-estimate volume of iPhone shipments in the current shopping season.\nBut DigiTimes Taiwan has recently shifted the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”\nIf confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.\nFigure 2: iPhone revenue growth since F19.\nI would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.\nApple Glass: the next big thing\nThe other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been labeling the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.\nMr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.\nWedbush is not alone in its bullish assessment.Morgan Stanley has already suggested that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.\nThe Apple Maven’s take\nEven as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.\nHowever, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.\nFrom current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609988819,"gmtCreate":1638231580731,"gmtModify":1638231583253,"author":{"id":"3577834167694497","authorId":"3577834167694497","name":"SiewHoon","avatar":"https://static.tigerbbs.com/6aaaa4df454bde833fdc1f40118f0bbe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577834167694497","idStr":"3577834167694497"},"themes":[],"htmlText":"😁","listText":"😁","text":"😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/609988819","repostId":"600407307","repostType":1,"repost":{"id":600407307,"gmtCreate":1638182449717,"gmtModify":1638189020535,"author":{"id":"3451627561239325","authorId":"3451627561239325","name":"漫投资","avatar":"https://static.tigerbbs.com/84032dec87e05e119903d285a35661a1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3451627561239325","idStr":"3451627561239325"},"themes":[],"title":"Airbnb到底是疫情受益股还是复苏股🏠🚀","htmlText":"在“黑色星期五”的当天，南非B.1.1.529 Omicron正式官宣后，全球恐慌情绪高涨。但是家里蹲概念股 <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>&nbsp;，<a target=\"_blank\" href=\"https://laohu8.com/S/PTON\">$Peloton Interactive, Inc.(PTON)$</a>&nbsp;，<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>&nbsp;，疫苗股<a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>&nbsp;都疯狂高涨，而疫情复苏股航空，旅游，邮轮则跌成狗，惨不忍睹。但其中一个<a target=\"_blank\" href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a>&nbsp;属于疫情复苏股，但跌幅只有3.35%，对于其他疫情复苏股动辄5%以上的跌幅，算是独树一帜，颇有一股我和你们不一样的气势。是不是有其他原因呢，我们从财报，商业模式，和Airbnb的机会上分析下这家公司值不值得投资商业模式Airbnb的商业模式可以说非常简单， 就是旅游租房的撮合平台，供给端是要出租的房主将自己的房子放到平台，需求端就是要出行旅游的消费者在平台上租房子。某种程度airbnb和淘宝类似，只要平台上的房子足够多，就能吸引更多的出行者上平台找房子，供需两端就形成良性循环，促进平台越来越大。那如何让这个飞轮持续前进呢，Airbnb的创始人Brian Chesky是设计师出身，对","listText":"在“黑色星期五”的当天，南非B.1.1.529 Omicron正式官宣后，全球恐慌情绪高涨。但是家里蹲概念股 <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>&nbsp;，<a target=\"_blank\" href=\"https://laohu8.com/S/PTON\">$Peloton Interactive, Inc.(PTON)$</a>&nbsp;，<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>&nbsp;，疫苗股<a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>&nbsp;都疯狂高涨，而疫情复苏股航空，旅游，邮轮则跌成狗，惨不忍睹。但其中一个<a target=\"_blank\" href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a>&nbsp;属于疫情复苏股，但跌幅只有3.35%，对于其他疫情复苏股动辄5%以上的跌幅，算是独树一帜，颇有一股我和你们不一样的气势。是不是有其他原因呢，我们从财报，商业模式，和Airbnb的机会上分析下这家公司值不值得投资商业模式Airbnb的商业模式可以说非常简单， 就是旅游租房的撮合平台，供给端是要出租的房主将自己的房子放到平台，需求端就是要出行旅游的消费者在平台上租房子。某种程度airbnb和淘宝类似，只要平台上的房子足够多，就能吸引更多的出行者上平台找房子，供需两端就形成良性循环，促进平台越来越大。那如何让这个飞轮持续前进呢，Airbnb的创始人Brian Chesky是设计师出身，对","text":"在“黑色星期五”的当天，南非B.1.1.529 Omicron正式官宣后，全球恐慌情绪高涨。但是家里蹲概念股 $Zoom(ZM)$ ，$Peloton Interactive, Inc.(PTON)$ ，$Teladoc Health Inc.(TDOC)$ ，疫苗股$Moderna, Inc.(MRNA)$ 都疯狂高涨，而疫情复苏股航空，旅游，邮轮则跌成狗，惨不忍睹。但其中一个$爱彼迎(ABNB)$ 属于疫情复苏股，但跌幅只有3.35%，对于其他疫情复苏股动辄5%以上的跌幅，算是独树一帜，颇有一股我和你们不一样的气势。是不是有其他原因呢，我们从财报，商业模式，和Airbnb的机会上分析下这家公司值不值得投资商业模式Airbnb的商业模式可以说非常简单， 就是旅游租房的撮合平台，供给端是要出租的房主将自己的房子放到平台，需求端就是要出行旅游的消费者在平台上租房子。某种程度airbnb和淘宝类似，只要平台上的房子足够多，就能吸引更多的出行者上平台找房子，供需两端就形成良性循环，促进平台越来越大。那如何让这个飞轮持续前进呢，Airbnb的创始人Brian Chesky是设计师出身，对","images":[{"img":"https://static.tigerbbs.com/3bf5e0c3c09d0f5990850580e5138b20","width":"1000","height":"562"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600407307","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874576512,"gmtCreate":1637806068038,"gmtModify":1637806068719,"author":{"id":"3577834167694497","authorId":"3577834167694497","name":"SiewHoon","avatar":"https://static.tigerbbs.com/6aaaa4df454bde833fdc1f40118f0bbe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577834167694497","idStr":"3577834167694497"},"themes":[],"htmlText":"Look","listText":"Look","text":"Look","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874576512","repostId":"875751326","repostType":1,"repost":{"id":875751326,"gmtCreate":1637704604676,"gmtModify":1637713342125,"author":{"id":"4091560518296740","authorId":"4091560518296740","name":"深海芒果猫","avatar":"https://static.tigerbbs.com/649fd9570f66fbcda1101a65f43ac35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091560518296740","idStr":"4091560518296740"},"themes":[],"title":"为什么Sea近期跌跌不休","htmlText":"有粉丝问猫猫为什么Sea近期跌跌不休，猫猫今天就简单分析下原因：1.数字娱乐业务的增长速度放缓SE主要有电商、数字娱乐和金融支付三大方面的业务。而它的盈收主要来自于数字娱乐业务，占了58% 的营业利润率。但是此次Q3季度财报中数字娱乐业务的增长开始放缓且80%的数字娱乐业务都集中在前五名游戏，短期内也没有研发出新的热门游戏。这也就让市场开始担心接下来数字娱乐业务的是否会持续增长疲软。2.电子商务业务面临监管与竞争的风险本次Q3季度财报中最亮眼的业务是电子商务业务，同比增长了134%。不仅如此，公司还提高了2021年全年电子商务业绩指引，预计年增长135% ，达到50亿至52亿美元。但实际情况是它的电商平台Shopee在东盟加上台湾(ASEAN+Taiwan)地区的商业布局面临着诸多资金雄厚竞争对手，这也有可能进一步提高Sea的支出。于此同时，Sea在其各个不同的市场上面临监管和许可风险。比如印度尼西亚在2019年4月1日推出电子商务税收法规。这些风险都有可能会影响电子商务业务接下来的表现。3.营收与支出长期处于失衡状态本次Q3季度财报显示SE在研发、销售和市场营销方面的开支也翻了一番，这也就意味着这个公司可能很长一段时间都无法盈利。根据美国银行的最新计算，Sea今年的每股亏损可能达到惊人的5.72美元，明年还将再亏损4.45美元。这个数字美国银行此前预测的2022年每股亏损的4倍。综合上述原因以及考虑到Sea今年已经上涨67%，美国银行在股票公布财报之后就将其评级从买入下调至中性。由此也引发了市场开始抛售Sea的股票。好了，今天猫猫就分享到这里啦，如果你觉得这篇文章对你有帮助，请点击我的头像关注猫猫以便随时查看更新的文章!本文的内容及观点仅供参考，并不构成任何投资建议，也不对任何因直接或间接参考本文投资而造成的损失承担任何法律责任。","listText":"有粉丝问猫猫为什么Sea近期跌跌不休，猫猫今天就简单分析下原因：1.数字娱乐业务的增长速度放缓SE主要有电商、数字娱乐和金融支付三大方面的业务。而它的盈收主要来自于数字娱乐业务，占了58% 的营业利润率。但是此次Q3季度财报中数字娱乐业务的增长开始放缓且80%的数字娱乐业务都集中在前五名游戏，短期内也没有研发出新的热门游戏。这也就让市场开始担心接下来数字娱乐业务的是否会持续增长疲软。2.电子商务业务面临监管与竞争的风险本次Q3季度财报中最亮眼的业务是电子商务业务，同比增长了134%。不仅如此，公司还提高了2021年全年电子商务业绩指引，预计年增长135% ，达到50亿至52亿美元。但实际情况是它的电商平台Shopee在东盟加上台湾(ASEAN+Taiwan)地区的商业布局面临着诸多资金雄厚竞争对手，这也有可能进一步提高Sea的支出。于此同时，Sea在其各个不同的市场上面临监管和许可风险。比如印度尼西亚在2019年4月1日推出电子商务税收法规。这些风险都有可能会影响电子商务业务接下来的表现。3.营收与支出长期处于失衡状态本次Q3季度财报显示SE在研发、销售和市场营销方面的开支也翻了一番，这也就意味着这个公司可能很长一段时间都无法盈利。根据美国银行的最新计算，Sea今年的每股亏损可能达到惊人的5.72美元，明年还将再亏损4.45美元。这个数字美国银行此前预测的2022年每股亏损的4倍。综合上述原因以及考虑到Sea今年已经上涨67%，美国银行在股票公布财报之后就将其评级从买入下调至中性。由此也引发了市场开始抛售Sea的股票。好了，今天猫猫就分享到这里啦，如果你觉得这篇文章对你有帮助，请点击我的头像关注猫猫以便随时查看更新的文章!本文的内容及观点仅供参考，并不构成任何投资建议，也不对任何因直接或间接参考本文投资而造成的损失承担任何法律责任。","text":"有粉丝问猫猫为什么Sea近期跌跌不休，猫猫今天就简单分析下原因：1.数字娱乐业务的增长速度放缓SE主要有电商、数字娱乐和金融支付三大方面的业务。而它的盈收主要来自于数字娱乐业务，占了58% 的营业利润率。但是此次Q3季度财报中数字娱乐业务的增长开始放缓且80%的数字娱乐业务都集中在前五名游戏，短期内也没有研发出新的热门游戏。这也就让市场开始担心接下来数字娱乐业务的是否会持续增长疲软。2.电子商务业务面临监管与竞争的风险本次Q3季度财报中最亮眼的业务是电子商务业务，同比增长了134%。不仅如此，公司还提高了2021年全年电子商务业绩指引，预计年增长135% 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