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2021-12-19

ok

高盛：美联储明年提前至3、6、9月加息，四季度缩表

2021-12-18

小牛加油

小牛李一男造车，要过五关斩六将

2021-12-18

小牛

@车市谈:从两轮到四轮，小牛电动官宣造车，李一男要和自游家赌一把

2021-12-17

No.....

美股三大指数均跌超1%，新能源汽车股跌成“灾区”

2021-12-16

Nice

德商产投服务一手中签率70.01%，认购2手稳中一手

2021-12-15

OK

美国亿万富豪卖出核心持股，今年减持规模已达去年两倍

2021-12-08

Nice

港股电子烟概念股走强，比亚迪电子涨超5%

2021-12-07

OK

热门中概股多数走高，阿里巴巴涨超7%，理想汽车涨超5%

2021-12-07

好的

抱歉，原内容已删除

2021-12-05

好的

美国就业数据“远低于预期”，为何崩的却是科技股？

2021-12-03

No....

【异动】东南亚网约车巨头Grab盘中转跌，现跌超5%

2021-12-03

买啊

【异动】东南亚网约车巨头Grab盘中转跌，现跌超5%

2021-12-01

Ok

植发第一股雍禾医疗今起招股，入场费约7979.61港元

2021-11-29

$云顶新加坡(G13.SI)$omicron!!!

2021-11-28

不好

奥密克戎，压垮全球风险资产的“最后一根稻草”？

2021-11-28

不好

新变异病毒出现后美联储高官发声：明年加息可能性仍存在

2021-11-26

好

打破高通芯片专利墙，苹果自研芯片将量产

2021-11-25

No....

美股这一指标创下低点，年初的恶性抛售可能会重现

2021-11-25

Ok

提醒：美股周四因感恩节休市，周五提前三小时收盘

2021-11-25

好

部分新能源车股走高，小鹏汽车涨超5%

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10:59","market":"us","language":"zh","title":"高盛：美联储明年提前至3、6、9月加息，四季度缩表","url":"https://stock-news.laohu8.com/highlight/detail?id=1181405354","media":"华尔街见闻","summary":"2023年可能因为通胀问题缓和而减少加息次数。","content":"<p>作者：夏雨辰</p>\n<p>12月15日，靴子落地，美国联邦公开市场委员会（FOMC）官宣加快Taper。在这之后，高盛对市场最关注的美联储何时将会开始加息，以及具体的加息和缩表时间做出了最新的预测。</p>\n<p>FOMC声明称，从明年1月起，QE减量规模翻番，即每月减少的资产购买规模从之前的150亿美元翻番至300亿美元。</p>\n<p>如此以来，减码速度提高一倍，明年3月美联储就能提前结束资产购买计划，而非此前市场预期的6月。</p>\n<p>何时加息？</p>\n<p>FOMC会议后，12月16日，高盛发布研报表示，美联储近期的鹰派信号指向了“加息不会再是慢节奏”，<b>其原本预计的美联储明年6月开始加息的时间也将提前。</b></p>\n<p><b>此外，高盛预计美联储明年将会加息三次，分别在3月、6月和9月。</b></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。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，没有任何委员预计明年利率保持当前近零水平。</p>\n<p>不过，鲍威尔在记者会上也表示，在Taper结束之前，美联储不会开启加息进程，同时其尚未针对完成Taper与开始加息的时间间隔做决定，可能会在美国经济实现充分就业之前就加息。</p>\n<p><b>另外，高盛还预计2023年美联储还将会加息三次。此前，高盛预计美联储2023年可能将会加息四次。</b>高盛指出：</p>\n<blockquote>\n 到2022年底，我们有机会看到通胀将会放缓，这会降低美联储加息的紧迫性。\n</blockquote>\n<p>FOMC声明也提到，美国就业稳步增长，失业率大幅下降。但经济前景仍然存在风险，包括奥密克戎变体带来的风险。</p>\n<p>何时缩表？</p>\n<p>高盛称，<b>由于加息时间的提前，预计明年第四季度美联储可能就会开始缩减资产负债表。</b>此前，高盛预计美联储将于2023年上半年才会开始缩表。</p>\n<p>高盛认为，美联储最终缩减资产负债表对市场的影响可能比加息更大，因为美联储购买的资产实在太多了，这导致了美债市场前所未有地缺乏流动性。</p>\n<p>在疫情之前的2020年1月，美联储的资产负债表为4.1万亿美元，而现在已经增加到8.7万亿美元。</p>\n<p>高盛预计，此次美联储缩减资产负债表的表现，可能会比前一次金融危机过后那时来的更果断、更大胆。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/213660d9190e782eec1bfa2a97c0695c\" tg-width=\"535\" tg-height=\"318\" width=\"100%\" height=\"auto\"><span>高盛最新预测的美联储加息和缩表的时间</span></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛：美联储明年提前至3、6、9月加息，四季度缩表</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高盛：美联储明年提前至3、6、9月加息，四季度缩表\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 10:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3647627><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：夏雨辰\n12月15日，靴子落地，美国联邦公开市场委员会（FOMC）官宣加快Taper。在这之后，高盛对市场最关注的美联储何时将会开始加息，以及具体的加息和缩表时间做出了最新的预测。\nFOMC声明称，从明年1月起，QE减量规模翻番，即每月减少的资产购买规模从之前的150亿美元翻番至300亿美元。\n如此以来，减码速度提高一倍，明年3月美联储就能提前结束资产购买计划，而非此前市场预期的6月。\n何时...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3647627\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3647627","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1181405354","content_text":"作者：夏雨辰\n12月15日，靴子落地，美国联邦公开市场委员会（FOMC）官宣加快Taper。在这之后，高盛对市场最关注的美联储何时将会开始加息，以及具体的加息和缩表时间做出了最新的预测。\nFOMC声明称，从明年1月起，QE减量规模翻番，即每月减少的资产购买规模从之前的150亿美元翻番至300亿美元。\n如此以来，减码速度提高一倍，明年3月美联储就能提前结束资产购买计划，而非此前市场预期的6月。\n何时加息？\nFOMC会议后，12月16日，高盛发布研报表示，美联储近期的鹰派信号指向了“加息不会再是慢节奏”，其原本预计的美联储明年6月开始加息的时间也将提前。\n此外，高盛预计美联储明年将会加息三次，分别在3月、6月和9月。\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。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，没有任何委员预计明年利率保持当前近零水平。\n不过，鲍威尔在记者会上也表示，在Taper结束之前，美联储不会开启加息进程，同时其尚未针对完成Taper与开始加息的时间间隔做决定，可能会在美国经济实现充分就业之前就加息。\n另外，高盛还预计2023年美联储还将会加息三次。此前，高盛预计美联储2023年可能将会加息四次。高盛指出：\n\n 到2022年底，我们有机会看到通胀将会放缓，这会降低美联储加息的紧迫性。\n\nFOMC声明也提到，美国就业稳步增长，失业率大幅下降。但经济前景仍然存在风险，包括奥密克戎变体带来的风险。\n何时缩表？\n高盛称，由于加息时间的提前，预计明年第四季度美联储可能就会开始缩减资产负债表。此前，高盛预计美联储将于2023年上半年才会开始缩表。\n高盛认为，美联储最终缩减资产负债表对市场的影响可能比加息更大，因为美联储购买的资产实在太多了，这导致了美债市场前所未有地缺乏流动性。\n在疫情之前的2020年1月，美联储的资产负债表为4.1万亿美元，而现在已经增加到8.7万亿美元。\n高盛预计，此次美联储缩减资产负债表的表现，可能会比前一次金融危机过后那时来的更果断、更大胆。\n高盛最新预测的美联储加息和缩表的时间","news_type":1},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699663087,"gmtCreate":1639792953736,"gmtModify":1639792958308,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"小牛加油","listText":"小牛加油","text":"小牛加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699663087","repostId":"1188551781","repostType":4,"repost":{"id":"1188551781","kind":"news","pubTimestamp":1639754882,"share":"https://www.laohu8.com/m/news/1188551781?lang=&edition=full","pubTime":"2021-12-17 23:28","market":"us","language":"zh","title":"小牛李一男造车，要过五关斩六将","url":"https://stock-news.laohu8.com/highlight/detail?id=1188551781","media":"探客Tanker","summary":"热潮汹涌的新能源汽车赛道，又迎来了一位“颇有来头”的竞争者——曾被称为“华为前太子”的李一男。\n\n图 / 李一男\n12月15日，小牛科技创始人李一男心心念念的创业项目——电动汽车正式官宣了，这款新能源","content":"<p>热潮汹涌的新能源汽车赛道，又迎来了一位“颇有来头”的竞争者——曾被称为“华为前太子”的李一男。</p>\n<p><img src=\"https://static.tigerbbs.com/d5df2993ce3de4ea421763ab6d36b4b9\" tg-width=\"540\" tg-height=\"340\" referrerpolicy=\"no-referrer\"></p>\n<p>图 /&nbsp;李一男</p>\n<p>12月15日，小牛科技创始人李一男心心念念的创业项目——电动汽车正式官宣了，这款新能源电动车品牌名为“NIUTRON”，中文名为“自游家”，其宣布NIUTRON首款车型为中大型增程SUV，定名自游家NV，将于2022年9月上市。</p>\n<p>如今，官宣正式下场造车的小牛和李一男，在电动汽车行业成了一个新热点。<b>人们特别感兴趣的是：做两轮电动车的李一男和小牛，怎么突然对电动汽车上了心？现阶段入局新能源汽车赛道，小牛将面临多少造车难关？李一男手上又有多少胜算？</b></p>\n<p><b>亟需第二条增长曲线</b></p>\n<p>实际上，如果单看小牛科技刚发布的2021年第三季度财报，李一男与小牛现在面临的增长困境就一目了然，而恰恰是这个增长放缓的事实，迫使李一男和小牛必须尽快寻找“第二条增长曲线”。</p>\n<p><b>从这个角度看，与两轮电动摩托车有较多技术和逻辑共通的电动汽车，就成为李一男最优先的选择。</b></p>\n<p>三季报显示，小牛电动2021年三季度实现营收12.26亿元，同比增长37.1%，环比增长29.8%，第三季度GAAP净利润为9171万元（去年同期为8000万元，今年二季度为9183万元），Non-GAAP净利润为1.02亿元（去年同期为9056万元，今年二季度为1.04亿元）；GAAP净利率为7.5%（二季度为9.7%）。</p>\n<p>这看起来挺好的销量和净利润增长，是在跨越式销售额激增背景下实现的。三季报显示，小牛三季度销量达到39.7万台，同比增长58.3%，其中国内销量39.2万台，同比增长59.9%，在国内依旧有散点疫情及经济增速放缓的大背景下保持稳增。</p>\n<p>按理说，还在上升期的公司如果销量增长近6成，那么营收和利润应该随之增长才对，但这个季度小牛的营收增速几乎只是销量增速的一半，纯利润甚至比上个季度有所下降。</p>\n<p><b>之所以出现这种情况，大概率是因为小牛销售的产品绝大多数都是低端或者特价的车型，而在这种市场销售和产品价格制定政策的背后，显示出小牛电动车高端化的战略几近失败。</b></p>\n<p>这意味着，为了应对市场相应需求缩减的变化，小牛不得不采用降价销售和推出特价机型的方式，促进市场销售额度的增长，而这种营销策略给公司的可持续性发展带来很大的负面影响。</p>\n<p>由于净利润增长率第二季度是9.7%，第三季度才有7.5%，根据经济学理论，在原有曲线里面，沿着原有的技术、产品、行业、市场渐进性地增长，只能产生10%以下左右的增长速度，这不可能满足一家处于上升期的企业对自身的要求。</p>\n<p>在这种情况下，企业就需要开辟“第二条增长曲线”了。所以，在这个时候寻找小牛增长的第二条曲线，对李一男来说就显得格外重要。</p>\n<p><b>创新理论鼻祖熊彼特说：无论把多少辆马车连续相加，都不能造出一辆火车出来。只有从马车跳到火车的时候，才能取得十倍速的增长。</b></p>\n<p>而从现有的增长曲线转换到第二增长曲线上，有一个“第一性原理”，意味着每个系统中存在一个最基本的命题，它不能被违背或删除。一般企业在寻找第二条增长曲线时，都必须注重第一条曲线跨越到第二条曲线需要的连续性，第一性原理就能帮助企业实现这一点。</p>\n<p>换言之，就是企业要找到那些与业务相关的高速发展市场并进行转换，这样成功率较高。</p>\n<p><b>李一男的想法是什么？</b></p>\n<p>对于寻找第二条增长曲线，李一男应该早有布局。</p>\n<p>客观来看，如今的新能源汽车行业，符合小牛在第一性原理下向第二条曲线迁移的需求。</p>\n<p>首先，这几年小牛在电池生产、管理、两轮电动车的研发以及在整车的制造方面，都积累了相应的技术和经验。这其中有不少技术是跟电动汽车一脉相承的，比如电池的研发和生产，后续电控系统的布局，整车管理系统以及轮胎测定、速度控制等等。</p>\n<p><b>之前在小牛电动车高端车型上，李一男还曾尝试过自动驾驶技术的辅助。</b>不过，当时大家都认为这项技术用在两轮电动车上有点“莫名其妙”，但现在看，很可能是李一男想利用小牛电动车来测试自动驾驶的数据，为后续转型做准备。</p>\n<p><b>其次，来自资本层面的压力，让李一男必须尽快寻找到一个新的发展区间。</b>在三季报发布当日，因受到财报不及市场预期的影响，小牛的股价大跌16.83%，报收20.01美元，创近一年来新低。</p>\n<p>值得注意的是，截至美东时间12月15日收盘，小牛电动股价只有16.58美元，已较年内高点53.38美元跌去近7成，市值仅为12.65亿美元。</p>\n<p><b>此前，小牛对资本市场讲述“电动车销量持续上升”的故事，现在看来已经行不通了。</b></p>\n<p>因为随着小牛电动产品销量的上行，让所有投资人已将其视为一个成熟且稳定发展的企业，这种企业市场的增量超过10%是一个必然的事情，而一旦低于这条线，所有的投资人都会担忧其发展的前景。</p>\n<p>最后，就是李一男本人的性格使然，促使他进军四轮电动车行业。从之前以“天才少年”身份加盟华为，到最后不欢而散创立小牛，李一男给外界的印象大都是“真性情且愿意接受人生挑战”。再加上理想汽车创始人李想是他的好友，两者在常州的工厂距离不到30公里。因此，他下决心造车或许与其性格、朋友间的建议有关。</p>\n<p>更重要的是，随着低碳出行和全球减碳共识的日益扩展，新能源汽车逐渐成为资本关注的热点，在国内汽车市场也成为大势所趋。</p>\n<p>因此，小牛造车也就变成一个可以理解的选项。</p>\n<p><b>小牛造车的挑战</b></p>\n<p>12月15日，李一男发布的小牛第一款电动汽车，配置并不低，甚至在自动驾驶等技术领域这款车看似还有不错的表现。</p>\n<p><b>不过，在「探客Tanker」看来，李一男此次造车，依然走的是“蔚小理”轻资产造车的路线，在打法方面没有什么“惊喜”。现在基本能确认的是，除了少数零部件和整车系统以外，小牛的电动汽车电池，电机，电控核心三大系统部件几乎全都来自供应商。</b></p>\n<p>据媒体报道，李一男在常州的汽车工厂是以租赁的方式使用着的大乘科技产业园。在流程走完后，8月前后牛创汽车员工已陆续入驻产业园办公，这里大概率将成为牛创汽车的制造基地。而据报道显示，这个工厂占地面积77万平方米，年产能最高达到18万辆。</p>\n<p><img src=\"https://static.tigerbbs.com/a13846bf4e1abcbd488e6a454236d90a\" tg-width=\"600\" tg-height=\"339\" referrerpolicy=\"no-referrer\"></p>\n<p>在这个园区之中，小牛没有收购其他汽车工厂类似技术和生产线，应该只是以组装和后期测试调校为主，它并不具备电池、电机和电控等系统的生产能力。</p>\n<p>这一点在以前市场供应充沛的情况下，没有任何问题，但当前市场竞争激烈，各大厂商对于供应链的相应要求比较高，上游零配件企业的话语权增加，很多时候大型厂商可通过长期供货协议加高单价的方式，锁定未来几年的各种核心零配件供给，这种操作的背后就必然是车企每个月大量的交车和销售才能支撑。</p>\n<p><b>而李一男新创立的NIUTRON，一开始不可能有高销售额，在当前供应链紧张的状态下，其如何保证生产进度和交车数量，就成为考验他造车业务的第一个大难题。</b></p>\n<p>另一方面，李一男旗下企业虽然有制造两轮电动车的经验，电动汽车与电动摩托车并不是一个产品，相应的技术有延展性但不完全一样。这也就让其在短期范围内提升生产线的良品率，几乎并不可能。</p>\n<p><b>因为供应链紧缺，再加上生产线良品率控制的问题，大概率会让李一男的NIUTRON在前期交车的速度较慢，而这会不会影响消费者对品牌的信心，也就成了李一男接下去必须解决的大问题。</b></p>\n<p>另外，当前电动汽车技术上的同质性和内卷，也是李一男必须克服的重要问题。</p>\n<p>目前，绝大多数电动汽车生产商都是采购供应链成熟产品，后期再进行组装，自己只负责设计外观以及操作系统。这就让大家能比较的性能方面其实相差不大，只能在软件和自动驾驶等方面展开竞争。</p>\n<p><b>所以，如何突破“行业内卷”的格局，是李一男推出NIUTRON的重要考验之一。</b></p>\n<p>况且，汽车跟电动车之间有一个特别大的“安全限定”区别。从某种程度上看，汽车是危险的交通驾驶工具，所以安全性极其重要。只有两轮电动车制造经验的小牛，如何做出符合安全性，且能在控制成本的条件下提升安全效能的汽车设计，也是李一男要仔细思考的问题。</p>\n<p>报道显示，小牛造车的项目将主要聚焦在智能高端新能源汽车，未来NIUTRON的车型也将以增程式和纯电动两个方向打造，并拥有智能座舱和先进的智能驾驶辅助功能。如今，NIUTRON研发团队已接近1000人，全部来自一线汽车公司，平均工作年限10年以上，此外，曾有消息称小鹏P7的设计团队就被小牛高薪挖走。</p>\n<p>小牛的研发实力到底如何，还要看后续量产车辆的情况。</p>\n<p>值得注意的是，现在各家已经在拼电池密度，纷纷寄希望于2022年推出续航超过1000公里的电动车。而这必然让电池价格进一步暴涨，上涨的电池价格就会推高汽车本身的售价。再加上国家新能源补贴的退坡，也让新能源汽车相较于传统汽油车的价格没有了任何优势。</p>\n<p><b>因此，李一男只能往高端化去打造自己的电动车品牌和配置，因为这样才能保证在单车价格提升的同时，还有比较高的利润率。然而，目前国内主打豪车的电动汽车高合，销量并不理想，如超过30万元以上的电动汽车，其销量都没有18-25万元之间的电动汽车多。</b></p>\n<p>这在某种程度上可判定，消费者心目中电动汽车最合适的价格，就是18-25万元。在这种价格下，汽车厂商只要控制不好成本就一定亏损。这也是为什么“蔚小理”在去年还纷纷亏损，而且成本占收入比居高不下的重要原因。</p>\n<p>总的来说，李一男现在下场造车，需要拿出“过五关斩六将”的勇气。因为在他面前的不光是鲜花锦簇的发展大道，同时花丛之下还遍布荆棘。</p>","source":"lsy1607830729945","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小牛李一男造车，要过五关斩六将\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 23:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzIyNDA3ODc3Ng==&mid=2667670188&idx=1&sn=b37942d7eacb630bbe939d39017b2060&chksm=f2e1b47bc5963d6dd1390584eebc0f86f3073aa3403f2ebfbb7f623b4dde56d40bca2a8bd149&scene=27#wechat_redirect><strong>探客Tanker</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热潮汹涌的新能源汽车赛道，又迎来了一位“颇有来头”的竞争者——曾被称为“华为前太子”的李一男。\n\n图 / 李一男\n12月15日，小牛科技创始人李一男心心念念的创业项目——电动汽车正式官宣了，这款新能源电动车品牌名为“NIUTRON”，中文名为“自游家”，其宣布NIUTRON首款车型为中大型增程SUV，定名自游家NV，将于2022年9月上市。\n如今，官宣正式下场造车的小牛和李一男，在电动汽车行业成了...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzIyNDA3ODc3Ng==&mid=2667670188&idx=1&sn=b37942d7eacb630bbe939d39017b2060&chksm=f2e1b47bc5963d6dd1390584eebc0f86f3073aa3403f2ebfbb7f623b4dde56d40bca2a8bd149&scene=27#wechat_redirect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d5df2993ce3de4ea421763ab6d36b4b9","relate_stocks":{"NIU":"小牛电动"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzIyNDA3ODc3Ng==&mid=2667670188&idx=1&sn=b37942d7eacb630bbe939d39017b2060&chksm=f2e1b47bc5963d6dd1390584eebc0f86f3073aa3403f2ebfbb7f623b4dde56d40bca2a8bd149&scene=27#wechat_redirect","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188551781","content_text":"热潮汹涌的新能源汽车赛道，又迎来了一位“颇有来头”的竞争者——曾被称为“华为前太子”的李一男。\n\n图 / 李一男\n12月15日，小牛科技创始人李一男心心念念的创业项目——电动汽车正式官宣了，这款新能源电动车品牌名为“NIUTRON”，中文名为“自游家”，其宣布NIUTRON首款车型为中大型增程SUV，定名自游家NV，将于2022年9月上市。\n如今，官宣正式下场造车的小牛和李一男，在电动汽车行业成了一个新热点。人们特别感兴趣的是：做两轮电动车的李一男和小牛，怎么突然对电动汽车上了心？现阶段入局新能源汽车赛道，小牛将面临多少造车难关？李一男手上又有多少胜算？\n亟需第二条增长曲线\n实际上，如果单看小牛科技刚发布的2021年第三季度财报，李一男与小牛现在面临的增长困境就一目了然，而恰恰是这个增长放缓的事实，迫使李一男和小牛必须尽快寻找“第二条增长曲线”。\n从这个角度看，与两轮电动摩托车有较多技术和逻辑共通的电动汽车，就成为李一男最优先的选择。\n三季报显示，小牛电动2021年三季度实现营收12.26亿元，同比增长37.1%，环比增长29.8%，第三季度GAAP净利润为9171万元（去年同期为8000万元，今年二季度为9183万元），Non-GAAP净利润为1.02亿元（去年同期为9056万元，今年二季度为1.04亿元）；GAAP净利率为7.5%（二季度为9.7%）。\n这看起来挺好的销量和净利润增长，是在跨越式销售额激增背景下实现的。三季报显示，小牛三季度销量达到39.7万台，同比增长58.3%，其中国内销量39.2万台，同比增长59.9%，在国内依旧有散点疫情及经济增速放缓的大背景下保持稳增。\n按理说，还在上升期的公司如果销量增长近6成，那么营收和利润应该随之增长才对，但这个季度小牛的营收增速几乎只是销量增速的一半，纯利润甚至比上个季度有所下降。\n之所以出现这种情况，大概率是因为小牛销售的产品绝大多数都是低端或者特价的车型，而在这种市场销售和产品价格制定政策的背后，显示出小牛电动车高端化的战略几近失败。\n这意味着，为了应对市场相应需求缩减的变化，小牛不得不采用降价销售和推出特价机型的方式，促进市场销售额度的增长，而这种营销策略给公司的可持续性发展带来很大的负面影响。\n由于净利润增长率第二季度是9.7%，第三季度才有7.5%，根据经济学理论，在原有曲线里面，沿着原有的技术、产品、行业、市场渐进性地增长，只能产生10%以下左右的增长速度，这不可能满足一家处于上升期的企业对自身的要求。\n在这种情况下，企业就需要开辟“第二条增长曲线”了。所以，在这个时候寻找小牛增长的第二条曲线，对李一男来说就显得格外重要。\n创新理论鼻祖熊彼特说：无论把多少辆马车连续相加，都不能造出一辆火车出来。只有从马车跳到火车的时候，才能取得十倍速的增长。\n而从现有的增长曲线转换到第二增长曲线上，有一个“第一性原理”，意味着每个系统中存在一个最基本的命题，它不能被违背或删除。一般企业在寻找第二条增长曲线时，都必须注重第一条曲线跨越到第二条曲线需要的连续性，第一性原理就能帮助企业实现这一点。\n换言之，就是企业要找到那些与业务相关的高速发展市场并进行转换，这样成功率较高。\n李一男的想法是什么？\n对于寻找第二条增长曲线，李一男应该早有布局。\n客观来看，如今的新能源汽车行业，符合小牛在第一性原理下向第二条曲线迁移的需求。\n首先，这几年小牛在电池生产、管理、两轮电动车的研发以及在整车的制造方面，都积累了相应的技术和经验。这其中有不少技术是跟电动汽车一脉相承的，比如电池的研发和生产，后续电控系统的布局，整车管理系统以及轮胎测定、速度控制等等。\n之前在小牛电动车高端车型上，李一男还曾尝试过自动驾驶技术的辅助。不过，当时大家都认为这项技术用在两轮电动车上有点“莫名其妙”，但现在看，很可能是李一男想利用小牛电动车来测试自动驾驶的数据，为后续转型做准备。\n其次，来自资本层面的压力，让李一男必须尽快寻找到一个新的发展区间。在三季报发布当日，因受到财报不及市场预期的影响，小牛的股价大跌16.83%，报收20.01美元，创近一年来新低。\n值得注意的是，截至美东时间12月15日收盘，小牛电动股价只有16.58美元，已较年内高点53.38美元跌去近7成，市值仅为12.65亿美元。\n此前，小牛对资本市场讲述“电动车销量持续上升”的故事，现在看来已经行不通了。\n因为随着小牛电动产品销量的上行，让所有投资人已将其视为一个成熟且稳定发展的企业，这种企业市场的增量超过10%是一个必然的事情，而一旦低于这条线，所有的投资人都会担忧其发展的前景。\n最后，就是李一男本人的性格使然，促使他进军四轮电动车行业。从之前以“天才少年”身份加盟华为，到最后不欢而散创立小牛，李一男给外界的印象大都是“真性情且愿意接受人生挑战”。再加上理想汽车创始人李想是他的好友，两者在常州的工厂距离不到30公里。因此，他下决心造车或许与其性格、朋友间的建议有关。\n更重要的是，随着低碳出行和全球减碳共识的日益扩展，新能源汽车逐渐成为资本关注的热点，在国内汽车市场也成为大势所趋。\n因此，小牛造车也就变成一个可以理解的选项。\n小牛造车的挑战\n12月15日，李一男发布的小牛第一款电动汽车，配置并不低，甚至在自动驾驶等技术领域这款车看似还有不错的表现。\n不过，在「探客Tanker」看来，李一男此次造车，依然走的是“蔚小理”轻资产造车的路线，在打法方面没有什么“惊喜”。现在基本能确认的是，除了少数零部件和整车系统以外，小牛的电动汽车电池，电机，电控核心三大系统部件几乎全都来自供应商。\n据媒体报道，李一男在常州的汽车工厂是以租赁的方式使用着的大乘科技产业园。在流程走完后，8月前后牛创汽车员工已陆续入驻产业园办公，这里大概率将成为牛创汽车的制造基地。而据报道显示，这个工厂占地面积77万平方米，年产能最高达到18万辆。\n\n在这个园区之中，小牛没有收购其他汽车工厂类似技术和生产线，应该只是以组装和后期测试调校为主，它并不具备电池、电机和电控等系统的生产能力。\n这一点在以前市场供应充沛的情况下，没有任何问题，但当前市场竞争激烈，各大厂商对于供应链的相应要求比较高，上游零配件企业的话语权增加，很多时候大型厂商可通过长期供货协议加高单价的方式，锁定未来几年的各种核心零配件供给，这种操作的背后就必然是车企每个月大量的交车和销售才能支撑。\n而李一男新创立的NIUTRON，一开始不可能有高销售额，在当前供应链紧张的状态下，其如何保证生产进度和交车数量，就成为考验他造车业务的第一个大难题。\n另一方面，李一男旗下企业虽然有制造两轮电动车的经验，电动汽车与电动摩托车并不是一个产品，相应的技术有延展性但不完全一样。这也就让其在短期范围内提升生产线的良品率，几乎并不可能。\n因为供应链紧缺，再加上生产线良品率控制的问题，大概率会让李一男的NIUTRON在前期交车的速度较慢，而这会不会影响消费者对品牌的信心，也就成了李一男接下去必须解决的大问题。\n另外，当前电动汽车技术上的同质性和内卷，也是李一男必须克服的重要问题。\n目前，绝大多数电动汽车生产商都是采购供应链成熟产品，后期再进行组装，自己只负责设计外观以及操作系统。这就让大家能比较的性能方面其实相差不大，只能在软件和自动驾驶等方面展开竞争。\n所以，如何突破“行业内卷”的格局，是李一男推出NIUTRON的重要考验之一。\n况且，汽车跟电动车之间有一个特别大的“安全限定”区别。从某种程度上看，汽车是危险的交通驾驶工具，所以安全性极其重要。只有两轮电动车制造经验的小牛，如何做出符合安全性，且能在控制成本的条件下提升安全效能的汽车设计，也是李一男要仔细思考的问题。\n报道显示，小牛造车的项目将主要聚焦在智能高端新能源汽车，未来NIUTRON的车型也将以增程式和纯电动两个方向打造，并拥有智能座舱和先进的智能驾驶辅助功能。如今，NIUTRON研发团队已接近1000人，全部来自一线汽车公司，平均工作年限10年以上，此外，曾有消息称小鹏P7的设计团队就被小牛高薪挖走。\n小牛的研发实力到底如何，还要看后续量产车辆的情况。\n值得注意的是，现在各家已经在拼电池密度，纷纷寄希望于2022年推出续航超过1000公里的电动车。而这必然让电池价格进一步暴涨，上涨的电池价格就会推高汽车本身的售价。再加上国家新能源补贴的退坡，也让新能源汽车相较于传统汽油车的价格没有了任何优势。\n因此，李一男只能往高端化去打造自己的电动车品牌和配置，因为这样才能保证在单车价格提升的同时，还有比较高的利润率。然而，目前国内主打豪车的电动汽车高合，销量并不理想，如超过30万元以上的电动汽车，其销量都没有18-25万元之间的电动汽车多。\n这在某种程度上可判定，消费者心目中电动汽车最合适的价格，就是18-25万元。在这种价格下，汽车厂商只要控制不好成本就一定亏损。这也是为什么“蔚小理”在去年还纷纷亏损，而且成本占收入比居高不下的重要原因。\n总的来说，李一男现在下场造车，需要拿出“过五关斩六将”的勇气。因为在他面前的不光是鲜花锦簇的发展大道，同时花丛之下还遍布荆棘。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699807242,"gmtCreate":1639765453782,"gmtModify":1639765453925,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"小牛","listText":"小牛","text":"小牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699807242","repostId":"690109374","repostType":1,"repost":{"id":690109374,"gmtCreate":1639645121025,"gmtModify":1639645121025,"author":{"id":"3582761519100449","authorId":"3582761519100449","name":"车市谈","avatar":"https://static.tigerbbs.com/dcb47448c17d7dd5eb7a8d0eede98119","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761519100449","authorIdStr":"3582761519100449"},"themes":[],"title":"从两轮到四轮，小牛电动官宣造车，李一男要和自游家赌一把","htmlText":"科技公司造车又双叒叕来了！12月15日，小牛电动车创始人李一男正式宣布造车，牛创新能源科技发布英文品牌“NIUTRON”，中文汽车品牌“自游家”，其首款产品自游家NV将于2022年上半年接受预订，同年9月可启动交付。与小牛电动车主攻“两轮电动车”市场不同的是，牛创新能源（NIUTRON）是新能源汽车品牌，主打纯电车型和增程式车型。那么，牛创新能源的发展前景如何呢？要回答这个问题，首先得了解李一男，因为他一直被外界视为“天才”，人生经历堪称“传奇”。1970年，李一男出生在湖南，15岁便考入华中理工大学（现华中科技大学）少年班，23岁硕士毕业进入华为，26岁成为华为常务副总裁，一度被视为接班人。2000年，李一男带着从华为拿到的价值1000万元的设备北上创建港湾网络。李一男的出走令任正非痛心不已，港湾网络公司迅速发展后，成为华为的对手。2006年，华为正式收购了港湾网络。随后，李一男先后出任百度首席技术官、中国移动旗下12580CEO，2011年以合伙人身份加盟金沙江创投。对技术的发展趋势、对产品的走向，李一男具有惊人的敏感度和准确的把握能力。2015年4月，李一男再次创业，推出了智能小牛电动车。从2018年到2021年，小牛电动全球用户数从50万扩充到超200万，全球累计骑行里程进入“百亿公里”时代。在“双碳”目标的推动下，两轮电动车成为替代燃油摩托车的新选择，小牛电动是嗅到“未来”的先入者，成为全球两轮出行市场第一波行业转型红利的受益者。面向未来，李一男选择了新能源汽车作为接下来的创业方向。据悉，牛创新能源科技总部位于北京，在上海设立研发中心，拥有核心研发人员接近1000人，均来自于国内外主流一线汽车公司，平均工作年限10年以上。对造车新势力至关重要的制造基地，牛创新能源科技没有选择“自建工厂”，而是采用收购模式，拿下了位于江苏常州的大乘汽车工厂，占地面积77万平方米，整","listText":"科技公司造车又双叒叕来了！12月15日，小牛电动车创始人李一男正式宣布造车，牛创新能源科技发布英文品牌“NIUTRON”，中文汽车品牌“自游家”，其首款产品自游家NV将于2022年上半年接受预订，同年9月可启动交付。与小牛电动车主攻“两轮电动车”市场不同的是，牛创新能源（NIUTRON）是新能源汽车品牌，主打纯电车型和增程式车型。那么，牛创新能源的发展前景如何呢？要回答这个问题，首先得了解李一男，因为他一直被外界视为“天才”，人生经历堪称“传奇”。1970年，李一男出生在湖南，15岁便考入华中理工大学（现华中科技大学）少年班，23岁硕士毕业进入华为，26岁成为华为常务副总裁，一度被视为接班人。2000年，李一男带着从华为拿到的价值1000万元的设备北上创建港湾网络。李一男的出走令任正非痛心不已，港湾网络公司迅速发展后，成为华为的对手。2006年，华为正式收购了港湾网络。随后，李一男先后出任百度首席技术官、中国移动旗下12580CEO，2011年以合伙人身份加盟金沙江创投。对技术的发展趋势、对产品的走向，李一男具有惊人的敏感度和准确的把握能力。2015年4月，李一男再次创业，推出了智能小牛电动车。从2018年到2021年，小牛电动全球用户数从50万扩充到超200万，全球累计骑行里程进入“百亿公里”时代。在“双碳”目标的推动下，两轮电动车成为替代燃油摩托车的新选择，小牛电动是嗅到“未来”的先入者，成为全球两轮出行市场第一波行业转型红利的受益者。面向未来，李一男选择了新能源汽车作为接下来的创业方向。据悉，牛创新能源科技总部位于北京，在上海设立研发中心，拥有核心研发人员接近1000人，均来自于国内外主流一线汽车公司，平均工作年限10年以上。对造车新势力至关重要的制造基地，牛创新能源科技没有选择“自建工厂”，而是采用收购模式，拿下了位于江苏常州的大乘汽车工厂，占地面积77万平方米，整","text":"科技公司造车又双叒叕来了！12月15日，小牛电动车创始人李一男正式宣布造车，牛创新能源科技发布英文品牌“NIUTRON”，中文汽车品牌“自游家”，其首款产品自游家NV将于2022年上半年接受预订，同年9月可启动交付。与小牛电动车主攻“两轮电动车”市场不同的是，牛创新能源（NIUTRON）是新能源汽车品牌，主打纯电车型和增程式车型。那么，牛创新能源的发展前景如何呢？要回答这个问题，首先得了解李一男，因为他一直被外界视为“天才”，人生经历堪称“传奇”。1970年，李一男出生在湖南，15岁便考入华中理工大学（现华中科技大学）少年班，23岁硕士毕业进入华为，26岁成为华为常务副总裁，一度被视为接班人。2000年，李一男带着从华为拿到的价值1000万元的设备北上创建港湾网络。李一男的出走令任正非痛心不已，港湾网络公司迅速发展后，成为华为的对手。2006年，华为正式收购了港湾网络。随后，李一男先后出任百度首席技术官、中国移动旗下12580CEO，2011年以合伙人身份加盟金沙江创投。对技术的发展趋势、对产品的走向，李一男具有惊人的敏感度和准确的把握能力。2015年4月，李一男再次创业，推出了智能小牛电动车。从2018年到2021年，小牛电动全球用户数从50万扩充到超200万，全球累计骑行里程进入“百亿公里”时代。在“双碳”目标的推动下，两轮电动车成为替代燃油摩托车的新选择，小牛电动是嗅到“未来”的先入者，成为全球两轮出行市场第一波行业转型红利的受益者。面向未来，李一男选择了新能源汽车作为接下来的创业方向。据悉，牛创新能源科技总部位于北京，在上海设立研发中心，拥有核心研发人员接近1000人，均来自于国内外主流一线汽车公司，平均工作年限10年以上。对造车新势力至关重要的制造基地，牛创新能源科技没有选择“自建工厂”，而是采用收购模式，拿下了位于江苏常州的大乘汽车工厂，占地面积77万平方米，整","images":[{"img":"https://static.tigerbbs.com/3767f7a7de5fbec3921b7f037348fd84","width":"1200","height":"827"},{"img":"https://static.tigerbbs.com/6e8a93eb7eeadfc5999ab3465edac818","width":"800","height":"492"},{"img":"https://static.tigerbbs.com/62e0d90746645422a80fd606cf8ce863","width":"1282","height":"802"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690109374","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699371623,"gmtCreate":1639752815667,"gmtModify":1639752845805,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"No.....&nbsp;","listText":"No.....&nbsp;","text":"No.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699371623","repostId":"1133628184","repostType":4,"repost":{"id":"1133628184","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":1639752377,"share":"https://www.laohu8.com/m/news/1133628184?lang=&edition=full","pubTime":"2021-12-17 22:46","market":"us","language":"zh","title":"美股三大指数均跌超1%，新能源汽车股跌成“灾区”","url":"https://stock-news.laohu8.com/highlight/detail?id=1133628184","media":"老虎资讯综合","summary":"12月17日，美股三大指数均跌超1%，新能源汽车股跌幅居前，Rivian跌超12%，Lucid跌近9%，通用汽车、蔚来、理想汽车跌超6%，小鹏汽车跌超4%。","content":"<p>12月17日，美股三大指数均跌超1%，新能源汽车股跌幅居前，Rivian跌超12%，Lucid跌近9%，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超6%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%。<img src=\"https://static.tigerbbs.com/032acfe014eb9aff4dcac559129f5134\" tg-width=\"551\" tg-height=\"215\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/21fe17d38e84a83e0abbe81c11580a65\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>美股三大指数均跌超1%，新能源汽车股跌成“灾区”</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美股三大指数均跌超1%，新能源汽车股跌成“灾区”\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\">2021-12-17 22:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月17日，美股三大指数均跌超1%，新能源汽车股跌幅居前，Rivian跌超12%，Lucid跌近9%，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超6%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%。<img src=\"https://static.tigerbbs.com/032acfe014eb9aff4dcac559129f5134\" tg-width=\"551\" tg-height=\"215\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/21fe17d38e84a83e0abbe81c11580a65\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{"LI":"理想汽车","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4566":"资本集团","BK4509":"腾讯概念","BK4559":"巴菲特持仓","GM":"通用汽车","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","XPEV":"小鹏汽车","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来","BK4532":"文艺复兴科技持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133628184","content_text":"12月17日，美股三大指数均跌超1%，新能源汽车股跌幅居前，Rivian跌超12%，Lucid跌近9%，通用汽车、蔚来、理想汽车跌超6%，小鹏汽车跌超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690992880,"gmtCreate":1639619442376,"gmtModify":1639619442514,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690992880","repostId":"1108080798","repostType":4,"repost":{"id":"1108080798","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":1639618222,"share":"https://www.laohu8.com/m/news/1108080798?lang=&edition=full","pubTime":"2021-12-16 09:30","market":"hk","language":"zh","title":"德商产投服务一手中签率70.01%，认购2手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1108080798","media":"老虎资讯综合","summary":"12月16日，德商产投服务发布公告，公司全球发售约1.5亿股股份，其中香港发售股份1500万股，国际发售股份约1.35亿股，另有15%超额配股权；发售价已厘定为每股H股1.11港元，每手买卖单位200","content":"<p>12月16日，<a href=\"https://laohu8.com/S/02270\">德商产投服务</a>发布公告，公司全球发售约1.5亿股股份，其中香港发售股份1500万股，国际发售股份约1.35亿股，另有15%超额配股权；发售价已厘定为每股H股1.11港元，每手买卖单位2000股；申万宏源香港为其独家保荐人；预期股份将于2021年12月17日于联交所主板挂牌上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/86b6ab29c4d06f3d40ac7a5fd48d9ffb\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"><b>分配结果</b></p>\n<p>甲组每手2000股，一手中签率70.01%，申购2手稳中一手。</p>\n<p>乙组头为1750手（3,500,000股），获配1750手（3,500,000股）。</p>\n<p><img src=\"https://static.tigerbbs.com/6cab88a6528777cded10d4095c4f4c6e\" tg-width=\"587\" tg-height=\"658\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/16feaf9fb1e99e57db87473022c5b3aa\" tg-width=\"575\" tg-height=\"132\" referrerpolicy=\"no-referrer\">香港发售股份略微超额认购。根据香港公开发售合共接获2,517份有效申请，认购合共2049.2万股香港发售股份，相当于根据香港公开发售初步可供认购的H股总数约1.37倍。根据国际发售初步提呈发售的H股已获轻微超额认购，相当于根据国际发售初步可供认购的H股总数约1.17倍。</p>\n<p>根据每股H股发售价1.11港元，公司自全球发售收取的所得款项净额估计约为1.28亿港元(假设超额配股权并无获行使)。公司拟将所得款项净额约60%将用于进行战略性投资及收购，以扩大物业管理和商业运营业务；约20%将用于投资信息技术系统及支撑技术系统的人力资源；约10%将用于招募及培养人才；约10%将用作营运资金及一般公司用途。倘若超额配股权获悉数行使，则公司将就超额配股权获行使而将予发行及配发的2250万股额外H股收取额外所得款项净额约2440万港元。</p>\n<p><a href=\"https://laohu8.com/S/02270\">德商产投服务</a>是一家物业管理服务和商业运营一体化服务提供商，2020年，以在成都产生的收益计，在成都市提供物业管理服务及商业运营服务的所有公司中，公司排名第五，市场份额为0.5%。公司致力于为中高端住宅物业、商业物业提供物业管理服务和商业运营服务。公司的商业运营服务包括向开发商及租户提供市场调研服务、招商服务及街区管理服务。</p>\n<p>于2021年5月31日，公司在管建筑面积约为420万平方米，其中在管住宅物业总建筑面积约190万平方米，占公司在管建筑面积的44.7%，在管非住宅物业总建筑面积约230万平方米，占公司在管建筑面积的55.3%。公司在管建筑面积由截至2018年12月31日的约50万平方米增加至截至2020年12月31日的约380万平方米，年复合增长率约为175.7%。公司的合约建筑面积由截至2018年12月31日的约130万平方米增加至截至2020年12月31日的680万平方米，年复合增长率约为128.7%。</p>\n<p>由于德商集团所开发住宅物业的售价高于成都住宅物业的平均售价，由于其中高端性质，根据弗若斯特沙利文的资料，2020财年，公司的在管物业的平均物业管理费为人民币3.9元，较成都市物业的平均物业管理费人民币2.6元高50.0%，较全国物业的平均物业管理费人民币1.9元高105.3%。倘超额配股权获悉数行使，公司将收到的额外所得款项净额将为2810万港元(假设发售价为每股股份1.28港元，即指示性发售价范围的中位数)。</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>德商产投服务一手中签率70.01%，认购2手稳中一手</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德商产投服务一手中签率70.01%，认购2手稳中一手\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\">2021-12-16 09:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月16日，<a href=\"https://laohu8.com/S/02270\">德商产投服务</a>发布公告，公司全球发售约1.5亿股股份，其中香港发售股份1500万股，国际发售股份约1.35亿股，另有15%超额配股权；发售价已厘定为每股H股1.11港元，每手买卖单位2000股；申万宏源香港为其独家保荐人；预期股份将于2021年12月17日于联交所主板挂牌上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/86b6ab29c4d06f3d40ac7a5fd48d9ffb\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"><b>分配结果</b></p>\n<p>甲组每手2000股，一手中签率70.01%，申购2手稳中一手。</p>\n<p>乙组头为1750手（3,500,000股），获配1750手（3,500,000股）。</p>\n<p><img src=\"https://static.tigerbbs.com/6cab88a6528777cded10d4095c4f4c6e\" tg-width=\"587\" tg-height=\"658\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/16feaf9fb1e99e57db87473022c5b3aa\" tg-width=\"575\" tg-height=\"132\" referrerpolicy=\"no-referrer\">香港发售股份略微超额认购。根据香港公开发售合共接获2,517份有效申请，认购合共2049.2万股香港发售股份，相当于根据香港公开发售初步可供认购的H股总数约1.37倍。根据国际发售初步提呈发售的H股已获轻微超额认购，相当于根据国际发售初步可供认购的H股总数约1.17倍。</p>\n<p>根据每股H股发售价1.11港元，公司自全球发售收取的所得款项净额估计约为1.28亿港元(假设超额配股权并无获行使)。公司拟将所得款项净额约60%将用于进行战略性投资及收购，以扩大物业管理和商业运营业务；约20%将用于投资信息技术系统及支撑技术系统的人力资源；约10%将用于招募及培养人才；约10%将用作营运资金及一般公司用途。倘若超额配股权获悉数行使，则公司将就超额配股权获行使而将予发行及配发的2250万股额外H股收取额外所得款项净额约2440万港元。</p>\n<p><a href=\"https://laohu8.com/S/02270\">德商产投服务</a>是一家物业管理服务和商业运营一体化服务提供商，2020年，以在成都产生的收益计，在成都市提供物业管理服务及商业运营服务的所有公司中，公司排名第五，市场份额为0.5%。公司致力于为中高端住宅物业、商业物业提供物业管理服务和商业运营服务。公司的商业运营服务包括向开发商及租户提供市场调研服务、招商服务及街区管理服务。</p>\n<p>于2021年5月31日，公司在管建筑面积约为420万平方米，其中在管住宅物业总建筑面积约190万平方米，占公司在管建筑面积的44.7%，在管非住宅物业总建筑面积约230万平方米，占公司在管建筑面积的55.3%。公司在管建筑面积由截至2018年12月31日的约50万平方米增加至截至2020年12月31日的约380万平方米，年复合增长率约为175.7%。公司的合约建筑面积由截至2018年12月31日的约130万平方米增加至截至2020年12月31日的680万平方米，年复合增长率约为128.7%。</p>\n<p>由于德商集团所开发住宅物业的售价高于成都住宅物业的平均售价，由于其中高端性质，根据弗若斯特沙利文的资料，2020财年，公司的在管物业的平均物业管理费为人民币3.9元，较成都市物业的平均物业管理费人民币2.6元高50.0%，较全国物业的平均物业管理费人民币1.9元高105.3%。倘超额配股权获悉数行使，公司将收到的额外所得款项净额将为2810万港元(假设发售价为每股股份1.28港元，即指示性发售价范围的中位数)。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02270":"德商产投服务"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108080798","content_text":"12月16日，德商产投服务发布公告，公司全球发售约1.5亿股股份，其中香港发售股份1500万股，国际发售股份约1.35亿股，另有15%超额配股权；发售价已厘定为每股H股1.11港元，每手买卖单位2000股；申万宏源香港为其独家保荐人；预期股份将于2021年12月17日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下：\n分配结果\n甲组每手2000股，一手中签率70.01%，申购2手稳中一手。\n乙组头为1750手（3,500,000股），获配1750手（3,500,000股）。\n香港发售股份略微超额认购。根据香港公开发售合共接获2,517份有效申请，认购合共2049.2万股香港发售股份，相当于根据香港公开发售初步可供认购的H股总数约1.37倍。根据国际发售初步提呈发售的H股已获轻微超额认购，相当于根据国际发售初步可供认购的H股总数约1.17倍。\n根据每股H股发售价1.11港元，公司自全球发售收取的所得款项净额估计约为1.28亿港元(假设超额配股权并无获行使)。公司拟将所得款项净额约60%将用于进行战略性投资及收购，以扩大物业管理和商业运营业务；约20%将用于投资信息技术系统及支撑技术系统的人力资源；约10%将用于招募及培养人才；约10%将用作营运资金及一般公司用途。倘若超额配股权获悉数行使，则公司将就超额配股权获行使而将予发行及配发的2250万股额外H股收取额外所得款项净额约2440万港元。\n德商产投服务是一家物业管理服务和商业运营一体化服务提供商，2020年，以在成都产生的收益计，在成都市提供物业管理服务及商业运营服务的所有公司中，公司排名第五，市场份额为0.5%。公司致力于为中高端住宅物业、商业物业提供物业管理服务和商业运营服务。公司的商业运营服务包括向开发商及租户提供市场调研服务、招商服务及街区管理服务。\n于2021年5月31日，公司在管建筑面积约为420万平方米，其中在管住宅物业总建筑面积约190万平方米，占公司在管建筑面积的44.7%，在管非住宅物业总建筑面积约230万平方米，占公司在管建筑面积的55.3%。公司在管建筑面积由截至2018年12月31日的约50万平方米增加至截至2020年12月31日的约380万平方米，年复合增长率约为175.7%。公司的合约建筑面积由截至2018年12月31日的约130万平方米增加至截至2020年12月31日的680万平方米，年复合增长率约为128.7%。\n由于德商集团所开发住宅物业的售价高于成都住宅物业的平均售价，由于其中高端性质，根据弗若斯特沙利文的资料，2020财年，公司的在管物业的平均物业管理费为人民币3.9元，较成都市物业的平均物业管理费人民币2.6元高50.0%，较全国物业的平均物业管理费人民币1.9元高105.3%。倘超额配股权获悉数行使，公司将收到的额外所得款项净额将为2810万港元(假设发售价为每股股份1.28港元，即指示性发售价范围的中位数)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607811111,"gmtCreate":1639524230131,"gmtModify":1639524386195,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607811111","repostId":"2191774956","repostType":4,"repost":{"id":"2191774956","kind":"highlight","pubTimestamp":1639524044,"share":"https://www.laohu8.com/m/news/2191774956?lang=&edition=full","pubTime":"2021-12-15 07:20","market":"hk","language":"zh","title":"美国亿万富豪卖出核心持股，今年减持规模已达去年两倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2191774956","media":"市场资讯","summary":"马克·扎克伯格今年的几乎每一个工作日都在卖出Meta Platforms Inc．的股票。5月份，谷歌创始人开始减持股份，当时Airbnb Inc．三位创始人中的两人也开始将持股多元化。　　除了上述交易外，美国许多富人都纷纷大举卖出股票。根据对亿万富豪指数上美国亿万富豪交易的分析，今年以来截至12月初，他们卖出了429亿美元的股份，比2020年全年的202亿美元翻了一番以上。但是股市估值处于纪录高位，明年年初税率也可能上调之际，许多美国富人现在决定减持。","content":"<p>马克·扎克伯格今年的几乎每一个工作日都在卖出<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc．的股票。5月份，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>创始人开始减持股份，当时Airbnb Inc．三位创始人中的两人也开始将持股多元化。</p>\n<p>除了上述交易外，美国许多富人都纷纷大举卖出股票。根据对亿万富豪指数上美国亿万富豪交易的分析，今年以来截至12月初，他们卖出了429亿美元的股份，比2020年全年的202亿美元翻了一番以上。</p>\n<p>超级富裕阶级通常都会持有缔造了其财富的公司的股票，因为变现通常都需要缴税。但是股市估值处于纪录高位，明年年初税率也可能上调之际，许多美国富人现在决定减持。</p>\n<p>“我们的很多客户都在卖，”总部在旧金山湾区的咨询公司Seiler LLP的合伙人Elizabeth Sevilla表示。企业创始人和风险资本投资人决定想要将集中的仓位进行多元化，或者他们观察市场，说“现在是市场顶部了”。</p>\n<p>她表示，2021年缴税可能意味着未来几年可以避开税率的上调。</p>\n<p>经历多年的沉寂以后，多位全球富豪开始出售核心持股，包括低调的谷歌联合创始人Sergey Brin和Larry Page。今年以来，Page卖出了大约18亿美元的谷歌母公司Alphabet Inc．股份，Brin卖出了大约17亿美元。这是2017年以来两人首次减持。</p>\n<p><b>“未实现收益”</b></p>\n<p>全球首富伊隆·马斯克今年卖出了大约127亿美元的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股份，这是2016年以来他首次减持。他上月在社交媒体上开展了一项民意调查，询问用户他是否应当剥离10%的特斯拉股票。马斯克的个人财富大约在2536亿美元。</p>\n<p>“最近很多人说未实现收益是避税的一种手段，”他在推文中称，并承诺会遵守调查结果。</p>\n<p>另外，全球第二大富豪杰夫·贝佐斯今年卖出了超过了90亿美元的<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>股份。</p>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国亿万富豪卖出核心持股，今年减持规模已达去年两倍</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国亿万富豪卖出核心持股，今年减持规模已达去年两倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-15 07:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-15/doc-ikyamrmy9000868.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马克·扎克伯格今年的几乎每一个工作日都在卖出Meta Platforms Inc．的股票。5月份，谷歌创始人开始减持股份，当时Airbnb Inc．三位创始人中的两人也开始将持股多元化。\n除了上述交易外，美国许多富人都纷纷大举卖出股票。根据对亿万富豪指数上美国亿万富豪交易的分析，今年以来截至12月初，他们卖出了429亿美元的股份，比2020年全年的202亿美元翻了一番以上。\n超级富裕阶级通常都会...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-15/doc-ikyamrmy9000868.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/bd7703ab272d87b053fadbe1ee723f5f","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4538":"云计算","BK4566":"资本集团","BK4507":"流媒体概念","GOOG":"谷歌","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4525":"远程办公概念","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","GOOGL":"谷歌A","BK4077":"互动媒体与服务","BK4553":"喜马拉雅资本持仓","BK4514":"搜索引擎","BK4561":"索罗斯持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-15/doc-ikyamrmy9000868.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2191774956","content_text":"马克·扎克伯格今年的几乎每一个工作日都在卖出Meta Platforms Inc．的股票。5月份，谷歌创始人开始减持股份，当时Airbnb Inc．三位创始人中的两人也开始将持股多元化。\n除了上述交易外，美国许多富人都纷纷大举卖出股票。根据对亿万富豪指数上美国亿万富豪交易的分析，今年以来截至12月初，他们卖出了429亿美元的股份，比2020年全年的202亿美元翻了一番以上。\n超级富裕阶级通常都会持有缔造了其财富的公司的股票，因为变现通常都需要缴税。但是股市估值处于纪录高位，明年年初税率也可能上调之际，许多美国富人现在决定减持。\n“我们的很多客户都在卖，”总部在旧金山湾区的咨询公司Seiler LLP的合伙人Elizabeth Sevilla表示。企业创始人和风险资本投资人决定想要将集中的仓位进行多元化，或者他们观察市场，说“现在是市场顶部了”。\n她表示，2021年缴税可能意味着未来几年可以避开税率的上调。\n经历多年的沉寂以后，多位全球富豪开始出售核心持股，包括低调的谷歌联合创始人Sergey Brin和Larry Page。今年以来，Page卖出了大约18亿美元的谷歌母公司Alphabet Inc．股份，Brin卖出了大约17亿美元。这是2017年以来两人首次减持。\n“未实现收益”\n全球首富伊隆·马斯克今年卖出了大约127亿美元的特斯拉股份，这是2016年以来他首次减持。他上月在社交媒体上开展了一项民意调查，询问用户他是否应当剥离10%的特斯拉股票。马斯克的个人财富大约在2536亿美元。\n“最近很多人说未实现收益是避税的一种手段，”他在推文中称，并承诺会遵守调查结果。\n另外，全球第二大富豪杰夫·贝佐斯今年卖出了超过了90亿美元的亚马逊股份。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606769443,"gmtCreate":1638928876276,"gmtModify":1638928876410,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606769443","repostId":"1155937551","repostType":4,"repost":{"id":"1155937551","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":1638928665,"share":"https://www.laohu8.com/m/news/1155937551?lang=&edition=full","pubTime":"2021-12-08 09:57","market":"other","language":"zh","title":"港股电子烟概念股走强，比亚迪电子涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155937551","media":"老虎资讯综合","summary":"12月8日，港股电子烟概念股走强，比亚迪电子涨超5%，思摩尔国际涨超4%，中国波顿涨超3%","content":"<p>12月8日，港股电子烟概念股走强，<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>涨超5%，<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>涨超4%，<a href=\"https://laohu8.com/S/03318\">中国波顿</a>涨超3%</p>\n<p><img src=\"https://static.tigerbbs.com/a1169c8f70814a5cba36d37ef17fb8e9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>港股电子烟概念股走强，比亚迪电子涨超5%</title>\n<style 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href=\"https://laohu8.com/S/00285\">比亚迪电子</a>涨超5%，<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>涨超4%，<a href=\"https://laohu8.com/S/03318\">中国波顿</a>涨超3%</p>\n<p><img src=\"https://static.tigerbbs.com/a1169c8f70814a5cba36d37ef17fb8e9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9bc4ee269ad9cff7441dc3605e3bc69a","relate_stocks":{"BK1589":"北水核心资产","BK1515":"抗疫概念","00285":"比亚迪电子","BK1580":"烟草概念","BK1242":"烟草","BK1504":"苹果概念","06969":"思摩尔国际","BK1540":"电池","BK1149":"通信设备","BK1582":"深圳本地概念股","BK1607":"新IT概念"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155937551","content_text":"12月8日，港股电子烟概念股走强，比亚迪电子涨超5%，思摩尔国际涨超4%，中国波顿涨超3%","news_type":1},"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606951189,"gmtCreate":1638827256540,"gmtModify":1638827256688,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606951189","repostId":"1139744717","repostType":4,"repost":{"id":"1139744717","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":1638804906,"share":"https://www.laohu8.com/m/news/1139744717?lang=&edition=full","pubTime":"2021-12-06 23:35","market":"us","language":"zh","title":"热门中概股多数走高，阿里巴巴涨超7%，理想汽车涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139744717","media":"老虎资讯综合","summary":"12月6日消息，美股中概股多数走高，阿里巴巴盘中涨超7%，公司宣布升级“多元化治理”，新设中国数字商业与海外数字商业两大板块。\n滴滴涨超7%，贝壳(BEKE)涨7.46%，荔枝(LIZI)涨7.27%","content":"<p>12月6日消息，美股中概股多数走高，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘中涨超7%，公司宣布升级“多元化治理”，新设中国数字商业与海外数字商业两大板块。</p>\n<p><img src=\"https://static.tigerbbs.com/111257b6d135ebba58f51372522f9a59\" tg-width=\"879\" tg-height=\"655\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨超7%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>(BEKE)涨7.46%，<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>(LIZI)涨7.27%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>(IQ)涨5.41%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(LI)涨5.71%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU.O)涨4.66%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(XPEV)涨3.13%。</p>\n<p><a href=\"https://laohu8.com/S/LITB\">兰亭集势</a>涨15%，<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>涨11%，欢聚涨8.75%。</p>\n<p></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>热门中概股多数走高，阿里巴巴涨超7%，理想汽车涨超5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n热门中概股多数走高，阿里巴巴涨超7%，理想汽车涨超5%\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\">2021-12-06 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月6日消息，美股中概股多数走高，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘中涨超7%，公司宣布升级“多元化治理”，新设中国数字商业与海外数字商业两大板块。</p>\n<p><img src=\"https://static.tigerbbs.com/111257b6d135ebba58f51372522f9a59\" tg-width=\"879\" tg-height=\"655\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨超7%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>(BEKE)涨7.46%，<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>(LIZI)涨7.27%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>(IQ)涨5.41%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(LI)涨5.71%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU.O)涨4.66%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(XPEV)涨3.13%。</p>\n<p><a href=\"https://laohu8.com/S/LITB\">兰亭集势</a>涨15%，<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>涨11%，欢聚涨8.75%。</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a4e3fc2608b6571e9a1addebee9c69c3","relate_stocks":{"BK4503":"景林资产持仓","BABA":"阿里巴巴","BK4551":"寇图资本持仓","BK4022":"陆运","02015":"理想汽车-W","BK4505":"高瓴资本持仓","BK4561":"索罗斯持仓","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","LI":"理想汽车","BK4565":"NFT概念","09988":"阿里巴巴-W","BK4539":"次新股","BK1575":"同股不同权","BK4554":"元宇宙及AR概念","BK4555":"新能源车","DIDI":"滴滴(已退市)","BK4558":"双十一","BK1588":"回港中概股","BK4535":"淡马锡持仓","BK4524":"宅经济概念","TTTN":"老虎中美互联网巨头ETF","BK4527":"明星科技股","BK4538":"云计算","BK1119":"汽车制造商","BK1587":"次新股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139744717","content_text":"12月6日消息，美股中概股多数走高，阿里巴巴盘中涨超7%，公司宣布升级“多元化治理”，新设中国数字商业与海外数字商业两大板块。\n滴滴涨超7%，贝壳(BEKE)涨7.46%，荔枝(LIZI)涨7.27%，爱奇艺(IQ)涨5.41%，理想汽车(LI)涨5.71%，百度(BIDU.O)涨4.66%，小鹏汽车(XPEV)涨3.13%。\n兰亭集势涨15%，中国铝业涨11%，欢聚涨8.75%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606934448,"gmtCreate":1638807107800,"gmtModify":1638807107904,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"好的","listText":"好的","text":"好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606934448","repostId":"1139744717","repostType":4,"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608378021,"gmtCreate":1638653436058,"gmtModify":1638653436058,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"好的","listText":"好的","text":"好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608378021","repostId":"1170186467","repostType":4,"repost":{"id":"1170186467","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1638609298,"share":"https://www.laohu8.com/m/news/1170186467?lang=&edition=full","pubTime":"2021-12-04 17:14","market":"us","language":"zh","title":"美国就业数据“远低于预期”，为何崩的却是科技股？","url":"https://stock-news.laohu8.com/highlight/detail?id=1170186467","media":"华尔街见闻","summary":"在并不弱的非农数据公布后，投资者正为美联储更为鹰派的货币政策做准备。\n\n本周五美股迎20年最差12月开局，纳斯达克指数重挫，科技股遭遇全线抛售。在并不弱的非农数据公布后，投资者正为美联储更为鹰派的货币","content":"<blockquote>\n 在并不弱的非农数据公布后，投资者正为美联储更为鹰派的货币政策做准备。\n</blockquote>\n<p>本周五美股迎20年最差12月开局，纳斯达克指数重挫，科技股遭遇全线抛售。在并不弱的非农数据公布后，投资者正为美联储更为鹰派的货币政策做准备。</p>\n<p><b>美股科技股全线回调</b></p>\n<p>美股周五高开后迅速集体转跌。开盘20分钟，原本涨近0.5%的纳指和标普500指数率先转跌。科技股领跌，纳斯达克综合指数最深跌超450点，失守1.5万点整数关口，全天最终收跌1.92%。</p>\n<p><img src=\"https://static.tigerbbs.com/90e9011600aac3495fec49bbc06e62c9\" tg-width=\"1136\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美股FAAMNG明星科技股普跌。</b>Facebook母公司<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>最深跌3.5%，收盘较9月所创历史新高回落逾20%，进入技术位熊市，期间市值蒸发2300亿美元。<a href=\"https://laohu8.com/S/MSFT\">微软</a>和奈飞均跌2%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌超1%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet跌超0.6%。</p>\n<p><img src=\"https://static.tigerbbs.com/f25279c52370e834b8c9b2e27b840c1d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>一度跌7.8%领跌美国热门科技股，日低下逼1000美元整数位，收跌6.4%，基本回吐11月15日以来全部涨幅。<a href=\"https://laohu8.com/S/ZM\">Zoom</a>通讯一度跌超7.6%，连跌五日至去年5月底以来的一年半最低。</p>\n<p><img src=\"https://static.tigerbbs.com/9c9fd9020ac19fb8776da528892bc8ee\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p><b>11月非农并不弱</b></p>\n<p>市场分析认为，在11月的非农就业数据并不弱的背景下，投资者预计美联储在货币政策上将更加强硬，这将给科技股带来下行压力。</p>\n<p>美国劳工统计局周五数据显示，美国11月非农就业人口增加21万人，大幅低于市场预期的55万人，创2020年12月以来最小增幅。</p>\n<p><b>但11月失业率为4.2%，好于市场预期的4.5%，失业率连降6个月，首次恢复到新冠疫情爆发前水平，创2020年2月以来新低。</b></p>\n<p><img src=\"https://static.tigerbbs.com/ef21259b54da0035da90ad26f3de5014\" tg-width=\"512\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p>\n<p>景顺(Invesco)首席全球市场策略师Kristina Hooper表示，<b>11月的非农就业数据并不弱。投资者预计美联储在货币政策上将更加强硬，这将给科技股带来下行压力。</b></p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>也持类似观点。该行首席经济学家Jan Hatzius在研报中称，<b>他“继续预计（美联储货币政策委员会）FOMC会在（今年）12月的会议上将Taper的速度翻倍，然后2022年6月开始首次加息。”</b></p>\n<p><b>需要注意的是，11月新增21万非农就业者这一结果来自雇主、即用人单位调查。</b></p>\n<p>Hatzius认为，11月的季节性调整因素可能有扭曲：非农就业报告中的“11月的薪资调查回应率是13年来最低水平”，同时薪资季节性调整因素也比高盛预期的影响有限（少约10万人），因此高盛将11月“家庭调查置于比以往更重要的地位”。Hatzius表示：</p>\n<blockquote>\n 11月非农就业报告中的家庭调查结果非常强劲，该调查中就业人数增长了110万，就业人数与人口之比环比10月增长0.4个百分点至59.2%，劳动力参与率环比提高0.2个百分点至61.8%（华尔街见闻注：11月劳动力参与率创去年3月以来新高）。\n</blockquote>\n<p><b>Taper或加速？</b></p>\n<p>美联储主席鲍威尔本周“放弃通胀是暂时的”，“可能提前几个月完成taper”的言论也加剧市场对于美联储货币政策转鹰的担忧。</p>\n<p>本周二，美联储主席鲍威尔与美国财长耶伦一同出席美国国会参议院银行委员会的季度听证。</p>\n<p>在问答环节，鲍威尔表示，通胀进一步上升的风险增加，通胀持续高企的威胁也在增加，物价上涨与新冠疫情造成的供应链中断有关，“我们此前在通胀问题上忽视了供给侧问题的严重性。”</p>\n<p>鲍威尔提及，<b>随着通胀上升和经济增长，美联储可能会更快地完成缩减购债（taper），“可能加速taper令其提前几个月结束，我们将在下次会议（即12月FOMC）上讨论这个问题。”</b></p>\n<p>这一鹰派言论令市场意外，此前人们认为鲍威尔会在新病毒变种面前维持鸽派立场。</p>\n<p>野村证券Aichi Amemiya团队认为，鲍威尔此番表态表明了他如今更注重通胀目标的态度，而非此前在通胀和充分就业目标中寻找平衡。这与11月FOMC会议纪要一致：“如果通胀继续高于与委员会目标一致的水平”，“各种”参与者将准备加快正常化步伐，却没有提及劳动力市场。</p>\n<p>若美联储开始加息步伐加快，参考2017年底开始的上一轮美国经济复苏过程，<b>美联储加息导致远期利率预估和融资成本上升，在利率冲击下资产价格踩踏式暴跌的风险值得投资者注意。</b></p>\n<p>但也有分析认为市场对于鲍威尔的讲话反应过度。</p>\n<p>从联邦基金期货角度上看，在Omicron的担忧冲击市场之前，市场实际上已经消化了2022年6月的加息预期。由于变异病毒来袭，上周五预期被推倒，升息预期推迟到了9月，因为市场认为新的病毒将阻碍复苏并给美联储带来新的压力。<b>在鲍威尔本周讲话后，联邦基金期货显示加息预期重新回到了明年6月，也才不过是已恢复到Omicron来袭之前的水平。</b></p>\n<p>Cornerstone Macro全球政策主管Roberto Perli认为，鲍威尔的最新讲话并不一定代表着美联储政策的转折点。在通胀已经成为美国上至华尔街，下至大街小巷普通百姓的普遍担忧后，如今鲍威尔选择放弃通胀“暂时性”这一做法，不仅有道理，而且是一项明智且无成本的政治举措：</p>\n<blockquote>\n 鲍威尔今天的听众是一群政客。\n</blockquote>","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美国就业数据“远低于预期”，为何崩的却是科技股？\n</h2>\n\n<h4 class=\"meta\">\n\n2021-12-04 17:14 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在并不弱的非农数据公布后，投资者正为美联储更为鹰派的货币政策做准备。\n\n本周五美股迎20年最差12月开局，纳斯达克指数重挫，科技股遭遇全线抛售。在并不弱的非农数据公布后，投资者正为美联储更为鹰派的货币政策做准备。\n美股科技股全线回调\n美股周五高开后迅速集体转跌。开盘20分钟，原本涨近0.5%的纳指和标普500指数率先转跌。科技股领跌，纳斯达克综合指数最深跌超450点，失守1.5万点整数关口，全天...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170186467","content_text":"在并不弱的非农数据公布后，投资者正为美联储更为鹰派的货币政策做准备。\n\n本周五美股迎20年最差12月开局，纳斯达克指数重挫，科技股遭遇全线抛售。在并不弱的非农数据公布后，投资者正为美联储更为鹰派的货币政策做准备。\n美股科技股全线回调\n美股周五高开后迅速集体转跌。开盘20分钟，原本涨近0.5%的纳指和标普500指数率先转跌。科技股领跌，纳斯达克综合指数最深跌超450点，失守1.5万点整数关口，全天最终收跌1.92%。\n\n美股FAAMNG明星科技股普跌。Facebook母公司Meta Platforms最深跌3.5%，收盘较9月所创历史新高回落逾20%，进入技术位熊市，期间市值蒸发2300亿美元。微软和奈飞均跌2%，亚马逊和苹果跌超1%，谷歌母公司Alphabet跌超0.6%。\n\n特斯拉一度跌7.8%领跌美国热门科技股，日低下逼1000美元整数位，收跌6.4%，基本回吐11月15日以来全部涨幅。Zoom通讯一度跌超7.6%，连跌五日至去年5月底以来的一年半最低。\n\n11月非农并不弱\n市场分析认为，在11月的非农就业数据并不弱的背景下，投资者预计美联储在货币政策上将更加强硬，这将给科技股带来下行压力。\n美国劳工统计局周五数据显示，美国11月非农就业人口增加21万人，大幅低于市场预期的55万人，创2020年12月以来最小增幅。\n但11月失业率为4.2%，好于市场预期的4.5%，失业率连降6个月，首次恢复到新冠疫情爆发前水平，创2020年2月以来新低。\n\n景顺(Invesco)首席全球市场策略师Kristina Hooper表示，11月的非农就业数据并不弱。投资者预计美联储在货币政策上将更加强硬，这将给科技股带来下行压力。\n高盛也持类似观点。该行首席经济学家Jan Hatzius在研报中称，他“继续预计（美联储货币政策委员会）FOMC会在（今年）12月的会议上将Taper的速度翻倍，然后2022年6月开始首次加息。”\n需要注意的是，11月新增21万非农就业者这一结果来自雇主、即用人单位调查。\nHatzius认为，11月的季节性调整因素可能有扭曲：非农就业报告中的“11月的薪资调查回应率是13年来最低水平”，同时薪资季节性调整因素也比高盛预期的影响有限（少约10万人），因此高盛将11月“家庭调查置于比以往更重要的地位”。Hatzius表示：\n\n 11月非农就业报告中的家庭调查结果非常强劲，该调查中就业人数增长了110万，就业人数与人口之比环比10月增长0.4个百分点至59.2%，劳动力参与率环比提高0.2个百分点至61.8%（华尔街见闻注：11月劳动力参与率创去年3月以来新高）。\n\nTaper或加速？\n美联储主席鲍威尔本周“放弃通胀是暂时的”，“可能提前几个月完成taper”的言论也加剧市场对于美联储货币政策转鹰的担忧。\n本周二，美联储主席鲍威尔与美国财长耶伦一同出席美国国会参议院银行委员会的季度听证。\n在问答环节，鲍威尔表示，通胀进一步上升的风险增加，通胀持续高企的威胁也在增加，物价上涨与新冠疫情造成的供应链中断有关，“我们此前在通胀问题上忽视了供给侧问题的严重性。”\n鲍威尔提及，随着通胀上升和经济增长，美联储可能会更快地完成缩减购债（taper），“可能加速taper令其提前几个月结束，我们将在下次会议（即12月FOMC）上讨论这个问题。”\n这一鹰派言论令市场意外，此前人们认为鲍威尔会在新病毒变种面前维持鸽派立场。\n野村证券Aichi Amemiya团队认为，鲍威尔此番表态表明了他如今更注重通胀目标的态度，而非此前在通胀和充分就业目标中寻找平衡。这与11月FOMC会议纪要一致：“如果通胀继续高于与委员会目标一致的水平”，“各种”参与者将准备加快正常化步伐，却没有提及劳动力市场。\n若美联储开始加息步伐加快，参考2017年底开始的上一轮美国经济复苏过程，美联储加息导致远期利率预估和融资成本上升，在利率冲击下资产价格踩踏式暴跌的风险值得投资者注意。\n但也有分析认为市场对于鲍威尔的讲话反应过度。\n从联邦基金期货角度上看，在Omicron的担忧冲击市场之前，市场实际上已经消化了2022年6月的加息预期。由于变异病毒来袭，上周五预期被推倒，升息预期推迟到了9月，因为市场认为新的病毒将阻碍复苏并给美联储带来新的压力。在鲍威尔本周讲话后，联邦基金期货显示加息预期重新回到了明年6月，也才不过是已恢复到Omicron来袭之前的水平。\nCornerstone Macro全球政策主管Roberto Perli认为，鲍威尔的最新讲话并不一定代表着美联储政策的转折点。在通胀已经成为美国上至华尔街，下至大街小巷普通百姓的普遍担忧后，如今鲍威尔选择放弃通胀“暂时性”这一做法，不仅有道理，而且是一项明智且无成本的政治举措：\n\n 鲍威尔今天的听众是一群政客。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601983812,"gmtCreate":1638482760408,"gmtModify":1638482760470,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"No....","listText":"No....","text":"No....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601983812","repostId":"1159189921","repostType":4,"repost":{"id":"1159189921","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":1638458778,"share":"https://www.laohu8.com/m/news/1159189921?lang=&edition=full","pubTime":"2021-12-02 23:26","market":"us","language":"zh","title":"【异动】东南亚网约车巨头Grab盘中转跌，现跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159189921","media":"老虎资讯综合","summary":"12月2日讯，东南亚网约车巨头Grab盘中转跌，现跌超5%，开盘曾一度涨超18%。\nGrab创立于2012年，是一款集合多重功能的平台，订外卖、叫车、买菜可以在一款应用内完成，集合了美团、滴滴、盒马鲜","content":"<p>12月2日讯，东南亚网约车巨头<a href=\"https://laohu8.com/S/GRAB\">Grab</a>盘中转跌，现跌超5%，开盘曾一度涨超18%。</p>\n<p><img src=\"https://static.tigerbbs.com/19fc94c3845cc80fefe1de3a34127dd0\" tg-width=\"887\" tg-height=\"662\" referrerpolicy=\"no-referrer\">Grab创立于2012年，是一款集合多重功能的平台，订外卖、叫车、买菜可以在一款应用内完成，集合了美团、滴滴、盒马鲜生、闪送等功能，商业模式与Uber类似。Grab由华裔陈炳耀（Anthony Tan）和陈慧玲在马来西亚创立。现总部位于新加坡，业务遍及东南亚大部分地区。</p>\n<p>Grab的盈利问题一直备受关注，自成立以来，每年都是净亏损，对各个地区商家、司机的优惠和补贴使得Grab不断加大支出。根据公司公布的文件，Grab在2020年及之前至少连续三年净亏损超过20亿美元；2020年的净收入为11.9亿美元，但净亏损为27亿美元。截至2020年底，公司累计亏损达到100亿美元；总资产为55亿美元，总负债为117亿美元。Grab在截至9月30日的三个月平台交易金额（GMV）创记录达到40亿美元。但是由于越南严格的新冠封锁政策，公司当季营收为1.57亿美元，同比下降9%；净亏损达到9.88亿美元，增长了59%，去年同期亏损6.21亿美元。</p>\n<p>SPAC交易后，Grab最大股东为软银，持股比例为18.6%；Uber持股14.3%。创始人陈炳耀和陈慧玲与总裁Ming Maa拥有B类股份，虽然三人持股仅占3.3%，但投票权高达60.4%。</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>【异动】东南亚网约车巨头Grab盘中转跌，现跌超5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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【异动】东南亚网约车巨头Grab盘中转跌，现跌超5%\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\">2021-12-02 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月2日讯，东南亚网约车巨头<a href=\"https://laohu8.com/S/GRAB\">Grab</a>盘中转跌，现跌超5%，开盘曾一度涨超18%。</p>\n<p><img src=\"https://static.tigerbbs.com/19fc94c3845cc80fefe1de3a34127dd0\" tg-width=\"887\" tg-height=\"662\" referrerpolicy=\"no-referrer\">Grab创立于2012年，是一款集合多重功能的平台，订外卖、叫车、买菜可以在一款应用内完成，集合了美团、滴滴、盒马鲜生、闪送等功能，商业模式与Uber类似。Grab由华裔陈炳耀（Anthony Tan）和陈慧玲在马来西亚创立。现总部位于新加坡，业务遍及东南亚大部分地区。</p>\n<p>Grab的盈利问题一直备受关注，自成立以来，每年都是净亏损，对各个地区商家、司机的优惠和补贴使得Grab不断加大支出。根据公司公布的文件，Grab在2020年及之前至少连续三年净亏损超过20亿美元；2020年的净收入为11.9亿美元，但净亏损为27亿美元。截至2020年底，公司累计亏损达到100亿美元；总资产为55亿美元，总负债为117亿美元。Grab在截至9月30日的三个月平台交易金额（GMV）创记录达到40亿美元。但是由于越南严格的新冠封锁政策，公司当季营收为1.57亿美元，同比下降9%；净亏损达到9.88亿美元，增长了59%，去年同期亏损6.21亿美元。</p>\n<p>SPAC交易后，Grab最大股东为软银，持股比例为18.6%；Uber持股14.3%。创始人陈炳耀和陈慧玲与总裁Ming Maa拥有B类股份，虽然三人持股仅占3.3%，但投票权高达60.4%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c439ea84cf35577be106318254ea21ab","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159189921","content_text":"12月2日讯，东南亚网约车巨头Grab盘中转跌，现跌超5%，开盘曾一度涨超18%。\nGrab创立于2012年，是一款集合多重功能的平台，订外卖、叫车、买菜可以在一款应用内完成，集合了美团、滴滴、盒马鲜生、闪送等功能，商业模式与Uber类似。Grab由华裔陈炳耀（Anthony Tan）和陈慧玲在马来西亚创立。现总部位于新加坡，业务遍及东南亚大部分地区。\nGrab的盈利问题一直备受关注，自成立以来，每年都是净亏损，对各个地区商家、司机的优惠和补贴使得Grab不断加大支出。根据公司公布的文件，Grab在2020年及之前至少连续三年净亏损超过20亿美元；2020年的净收入为11.9亿美元，但净亏损为27亿美元。截至2020年底，公司累计亏损达到100亿美元；总资产为55亿美元，总负债为117亿美元。Grab在截至9月30日的三个月平台交易金额（GMV）创记录达到40亿美元。但是由于越南严格的新冠封锁政策，公司当季营收为1.57亿美元，同比下降9%；净亏损达到9.88亿美元，增长了59%，去年同期亏损6.21亿美元。\nSPAC交易后，Grab最大股东为软银，持股比例为18.6%；Uber持股14.3%。创始人陈炳耀和陈慧玲与总裁Ming Maa拥有B类股份，虽然三人持股仅占3.3%，但投票权高达60.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601077001,"gmtCreate":1638466415267,"gmtModify":1638466415267,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"买啊","listText":"买啊","text":"买啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601077001","repostId":"1159189921","repostType":4,"repost":{"id":"1159189921","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":1638458778,"share":"https://www.laohu8.com/m/news/1159189921?lang=&edition=full","pubTime":"2021-12-02 23:26","market":"us","language":"zh","title":"【异动】东南亚网约车巨头Grab盘中转跌，现跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159189921","media":"老虎资讯综合","summary":"12月2日讯，东南亚网约车巨头Grab盘中转跌，现跌超5%，开盘曾一度涨超18%。\nGrab创立于2012年，是一款集合多重功能的平台，订外卖、叫车、买菜可以在一款应用内完成，集合了美团、滴滴、盒马鲜","content":"<p>12月2日讯，东南亚网约车巨头<a href=\"https://laohu8.com/S/GRAB\">Grab</a>盘中转跌，现跌超5%，开盘曾一度涨超18%。</p>\n<p><img src=\"https://static.tigerbbs.com/19fc94c3845cc80fefe1de3a34127dd0\" tg-width=\"887\" tg-height=\"662\" referrerpolicy=\"no-referrer\">Grab创立于2012年，是一款集合多重功能的平台，订外卖、叫车、买菜可以在一款应用内完成，集合了美团、滴滴、盒马鲜生、闪送等功能，商业模式与Uber类似。Grab由华裔陈炳耀（Anthony Tan）和陈慧玲在马来西亚创立。现总部位于新加坡，业务遍及东南亚大部分地区。</p>\n<p>Grab的盈利问题一直备受关注，自成立以来，每年都是净亏损，对各个地区商家、司机的优惠和补贴使得Grab不断加大支出。根据公司公布的文件，Grab在2020年及之前至少连续三年净亏损超过20亿美元；2020年的净收入为11.9亿美元，但净亏损为27亿美元。截至2020年底，公司累计亏损达到100亿美元；总资产为55亿美元，总负债为117亿美元。Grab在截至9月30日的三个月平台交易金额（GMV）创记录达到40亿美元。但是由于越南严格的新冠封锁政策，公司当季营收为1.57亿美元，同比下降9%；净亏损达到9.88亿美元，增长了59%，去年同期亏损6.21亿美元。</p>\n<p>SPAC交易后，Grab最大股东为软银，持股比例为18.6%；Uber持股14.3%。创始人陈炳耀和陈慧玲与总裁Ming Maa拥有B类股份，虽然三人持股仅占3.3%，但投票权高达60.4%。</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>【异动】东南亚网约车巨头Grab盘中转跌，现跌超5%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】东南亚网约车巨头Grab盘中转跌，现跌超5%\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\">2021-12-02 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月2日讯，东南亚网约车巨头<a href=\"https://laohu8.com/S/GRAB\">Grab</a>盘中转跌，现跌超5%，开盘曾一度涨超18%。</p>\n<p><img src=\"https://static.tigerbbs.com/19fc94c3845cc80fefe1de3a34127dd0\" tg-width=\"887\" tg-height=\"662\" referrerpolicy=\"no-referrer\">Grab创立于2012年，是一款集合多重功能的平台，订外卖、叫车、买菜可以在一款应用内完成，集合了美团、滴滴、盒马鲜生、闪送等功能，商业模式与Uber类似。Grab由华裔陈炳耀（Anthony Tan）和陈慧玲在马来西亚创立。现总部位于新加坡，业务遍及东南亚大部分地区。</p>\n<p>Grab的盈利问题一直备受关注，自成立以来，每年都是净亏损，对各个地区商家、司机的优惠和补贴使得Grab不断加大支出。根据公司公布的文件，Grab在2020年及之前至少连续三年净亏损超过20亿美元；2020年的净收入为11.9亿美元，但净亏损为27亿美元。截至2020年底，公司累计亏损达到100亿美元；总资产为55亿美元，总负债为117亿美元。Grab在截至9月30日的三个月平台交易金额（GMV）创记录达到40亿美元。但是由于越南严格的新冠封锁政策，公司当季营收为1.57亿美元，同比下降9%；净亏损达到9.88亿美元，增长了59%，去年同期亏损6.21亿美元。</p>\n<p>SPAC交易后，Grab最大股东为软银，持股比例为18.6%；Uber持股14.3%。创始人陈炳耀和陈慧玲与总裁Ming Maa拥有B类股份，虽然三人持股仅占3.3%，但投票权高达60.4%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c439ea84cf35577be106318254ea21ab","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159189921","content_text":"12月2日讯，东南亚网约车巨头Grab盘中转跌，现跌超5%，开盘曾一度涨超18%。\nGrab创立于2012年，是一款集合多重功能的平台，订外卖、叫车、买菜可以在一款应用内完成，集合了美团、滴滴、盒马鲜生、闪送等功能，商业模式与Uber类似。Grab由华裔陈炳耀（Anthony Tan）和陈慧玲在马来西亚创立。现总部位于新加坡，业务遍及东南亚大部分地区。\nGrab的盈利问题一直备受关注，自成立以来，每年都是净亏损，对各个地区商家、司机的优惠和补贴使得Grab不断加大支出。根据公司公布的文件，Grab在2020年及之前至少连续三年净亏损超过20亿美元；2020年的净收入为11.9亿美元，但净亏损为27亿美元。截至2020年底，公司累计亏损达到100亿美元；总资产为55亿美元，总负债为117亿美元。Grab在截至9月30日的三个月平台交易金额（GMV）创记录达到40亿美元。但是由于越南严格的新冠封锁政策，公司当季营收为1.57亿美元，同比下降9%；净亏损达到9.88亿美元，增长了59%，去年同期亏损6.21亿美元。\nSPAC交易后，Grab最大股东为软银，持股比例为18.6%；Uber持股14.3%。创始人陈炳耀和陈慧玲与总裁Ming Maa拥有B类股份，虽然三人持股仅占3.3%，但投票权高达60.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609783578,"gmtCreate":1638326246730,"gmtModify":1638326248428,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609783578","repostId":"1153203395","repostType":4,"repost":{"id":"1153203395","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":1638319431,"share":"https://www.laohu8.com/m/news/1153203395?lang=&edition=full","pubTime":"2021-12-01 08:43","market":"sh","language":"zh","title":"植发第一股雍禾医疗今起招股，入场费约7979.61港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1153203395","media":"老虎资讯综合","summary":"12月1日消息，本周三雍禾医疗发布公告，将于12月1日-6日招股，公司拟发行9442.4万股股份，其中公开发售944.3万股，国际发售8498.1万股，每股发行价15.80港元，每手500股，预期将于","content":"<p>12月1日消息，本周三<a href=\"https://laohu8.com/S/02279\">雍禾医疗</a>发布公告，将于12月1日-6日招股，公司拟发行9442.4万股股份，其中公开发售944.3万股，国际发售8498.1万股，每股发行价15.80港元，每手500股，预期将于12月13日上市。【<a href=\"https://www.itiger.com/mi/ipo/index/hk/listing\" target=\"_blank\">申购入口</a>】</p>\n<p><img src=\"https://static.tigerbbs.com/bb43ec5fd544d6f6d0b9792a11d65575\" tg-width=\"645\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><b>申购阶梯：</b></p>\n<p>每手500股，入场费7979.61港元。</p>\n<p>乙组门槛为40万股，申购所需资金约6383686.64港元。</p>\n<p><img src=\"https://static.tigerbbs.com/acc416720528c8e26220107e9aade641\" tg-width=\"590\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>雍禾医疗是中国领先的专门从事提供毛发医疗服务的医疗集团，提供一站式毛发医疗服务，涵盖植发医疗、医疗养固、常规养护及其他配套服务。</p>\n<p>根据弗若斯特沙利文资料，按2020年相关所服务产生的总收入计，公司是<b>中国植发医疗服务及医疗养固服务市场规模最大的企业，分别占有10.5%及4.3%的市场份额。</b></p>\n<p>在中国所有毛发医疗服务提供商中，按于2020年末的注册医生人数、于2020年末的运营中医疗机构数量以及2020年的就诊植发患者人数计，<b>雍禾医疗均排名第一。</b></p>\n<p>截至最后实际可行日期，雍禾医疗在全国52个城市经营53家医疗机构，为中国最大及覆盖面最广的连锁植发医疗机构。</p>\n<p>财务数据方面，受旗下医疗机构网络快速扩张的部分推动，于往绩记录期间公司的财务取得显著增长。</p>\n<p>2018年至2020年，雍禾医疗分别实现收入人民币9.34亿元、12.24亿元及16.38亿元，复合年增长率为32.4%；同期录得净利润人民币5350.0万元、3562.4万元和1.63亿元，复合年增长率达74.7%。</p>\n<p>2021年上半年，公司录得总收入10.53亿元，同比增长75.1%；同期净利润为4044.1万元，较2020年同期有所下降。<img src=\"https://static.tigerbbs.com/9690a3b7960a2bd6e15830bb2a773694\" tg-width=\"684\" tg-height=\"777\" referrerpolicy=\"no-referrer\"></p>\n<p>行业方面，近年来，受中国居民人均可支配收入不断增加、外貌自我意识增强、植发技术进步等综合因素影响，中国植发服务市场从于2016年的人民币58亿元快速增长至2020年的人民币134亿元，复合年增长率为23.4%。</p>\n<p>然而，与中国实际患脱发的人数相比，中国接受植发医疗服务的人数相对较少。按接受植发人数除以脱发患者人数计算，2020年中国的植发渗透率仅为约0.2%，仍存在巨大的未获满足的市场需求及庞大的增长潜力。<b>预计到2030年中国植发服务市场规模将达到人民币756亿元。</b></p>\n<p>基石投资者方面，多名基石投资者同意按发售价认购可供认购的发售股份数目，总额9700万美元，包括NCC Fund、清池资本、Hudson Bay、礼来亚洲、易方达、WT Capital、Enreal and Forreal Funds、常春藤、Athos Capital及York Asian Opportunities。<img src=\"https://static.tigerbbs.com/b6123b43e3f7ceb22af6d23793d2f0a0\" tg-width=\"682\" tg-height=\"617\" referrerpolicy=\"no-referrer\">筹资用途方面，以发售价15.8港元计算，此次IPO预计自全球发售收取所得款项净额约13.57亿港元（经扣除包销佣金及与全球发售有关的其他估计开支）。公司拟将股份发售所得款项净额用于以下用途：约42.1%将用于为公司在中国境内网络的现有植发医疗机构进行扩充和升级；约17.5%将用于为产品及服务项目创新拨资；约9.7%将用作投资于研发，及以前沿技术提升其服务体系；约23.4%将用作在中国整合行业资源以提升品牌知名度；约1.6%将用作结清公司就于2021年5月收购显赫植发应付关联方新丝域的并购代价之未偿还结余；约5.7%将用作营运资金及一般企业用途。</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>植发第一股雍禾医疗今起招股，入场费约7979.61港元</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n植发第一股雍禾医疗今起招股，入场费约7979.61港元\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\">2021-12-01 08:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月1日消息，本周三<a href=\"https://laohu8.com/S/02279\">雍禾医疗</a>发布公告，将于12月1日-6日招股，公司拟发行9442.4万股股份，其中公开发售944.3万股，国际发售8498.1万股，每股发行价15.80港元，每手500股，预期将于12月13日上市。【<a href=\"https://www.itiger.com/mi/ipo/index/hk/listing\" target=\"_blank\">申购入口</a>】</p>\n<p><img src=\"https://static.tigerbbs.com/bb43ec5fd544d6f6d0b9792a11d65575\" tg-width=\"645\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><b>申购阶梯：</b></p>\n<p>每手500股，入场费7979.61港元。</p>\n<p>乙组门槛为40万股，申购所需资金约6383686.64港元。</p>\n<p><img src=\"https://static.tigerbbs.com/acc416720528c8e26220107e9aade641\" tg-width=\"590\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>雍禾医疗是中国领先的专门从事提供毛发医疗服务的医疗集团，提供一站式毛发医疗服务，涵盖植发医疗、医疗养固、常规养护及其他配套服务。</p>\n<p>根据弗若斯特沙利文资料，按2020年相关所服务产生的总收入计，公司是<b>中国植发医疗服务及医疗养固服务市场规模最大的企业，分别占有10.5%及4.3%的市场份额。</b></p>\n<p>在中国所有毛发医疗服务提供商中，按于2020年末的注册医生人数、于2020年末的运营中医疗机构数量以及2020年的就诊植发患者人数计，<b>雍禾医疗均排名第一。</b></p>\n<p>截至最后实际可行日期，雍禾医疗在全国52个城市经营53家医疗机构，为中国最大及覆盖面最广的连锁植发医疗机构。</p>\n<p>财务数据方面，受旗下医疗机构网络快速扩张的部分推动，于往绩记录期间公司的财务取得显著增长。</p>\n<p>2018年至2020年，雍禾医疗分别实现收入人民币9.34亿元、12.24亿元及16.38亿元，复合年增长率为32.4%；同期录得净利润人民币5350.0万元、3562.4万元和1.63亿元，复合年增长率达74.7%。</p>\n<p>2021年上半年，公司录得总收入10.53亿元，同比增长75.1%；同期净利润为4044.1万元，较2020年同期有所下降。<img src=\"https://static.tigerbbs.com/9690a3b7960a2bd6e15830bb2a773694\" tg-width=\"684\" tg-height=\"777\" referrerpolicy=\"no-referrer\"></p>\n<p>行业方面，近年来，受中国居民人均可支配收入不断增加、外貌自我意识增强、植发技术进步等综合因素影响，中国植发服务市场从于2016年的人民币58亿元快速增长至2020年的人民币134亿元，复合年增长率为23.4%。</p>\n<p>然而，与中国实际患脱发的人数相比，中国接受植发医疗服务的人数相对较少。按接受植发人数除以脱发患者人数计算，2020年中国的植发渗透率仅为约0.2%，仍存在巨大的未获满足的市场需求及庞大的增长潜力。<b>预计到2030年中国植发服务市场规模将达到人民币756亿元。</b></p>\n<p>基石投资者方面，多名基石投资者同意按发售价认购可供认购的发售股份数目，总额9700万美元，包括NCC Fund、清池资本、Hudson Bay、礼来亚洲、易方达、WT Capital、Enreal and Forreal Funds、常春藤、Athos Capital及York Asian Opportunities。<img src=\"https://static.tigerbbs.com/b6123b43e3f7ceb22af6d23793d2f0a0\" tg-width=\"682\" tg-height=\"617\" referrerpolicy=\"no-referrer\">筹资用途方面，以发售价15.8港元计算，此次IPO预计自全球发售收取所得款项净额约13.57亿港元（经扣除包销佣金及与全球发售有关的其他估计开支）。公司拟将股份发售所得款项净额用于以下用途：约42.1%将用于为公司在中国境内网络的现有植发医疗机构进行扩充和升级；约17.5%将用于为产品及服务项目创新拨资；约9.7%将用作投资于研发，及以前沿技术提升其服务体系；约23.4%将用作在中国整合行业资源以提升品牌知名度；约1.6%将用作结清公司就于2021年5月收购显赫植发应付关联方新丝域的并购代价之未偿还结余；约5.7%将用作营运资金及一般企业用途。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02279":"雍禾医疗"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153203395","content_text":"12月1日消息，本周三雍禾医疗发布公告，将于12月1日-6日招股，公司拟发行9442.4万股股份，其中公开发售944.3万股，国际发售8498.1万股，每股发行价15.80港元，每手500股，预期将于12月13日上市。【申购入口】\n申购阶梯：\n每手500股，入场费7979.61港元。\n乙组门槛为40万股，申购所需资金约6383686.64港元。\n\n雍禾医疗是中国领先的专门从事提供毛发医疗服务的医疗集团，提供一站式毛发医疗服务，涵盖植发医疗、医疗养固、常规养护及其他配套服务。\n根据弗若斯特沙利文资料，按2020年相关所服务产生的总收入计，公司是中国植发医疗服务及医疗养固服务市场规模最大的企业，分别占有10.5%及4.3%的市场份额。\n在中国所有毛发医疗服务提供商中，按于2020年末的注册医生人数、于2020年末的运营中医疗机构数量以及2020年的就诊植发患者人数计，雍禾医疗均排名第一。\n截至最后实际可行日期，雍禾医疗在全国52个城市经营53家医疗机构，为中国最大及覆盖面最广的连锁植发医疗机构。\n财务数据方面，受旗下医疗机构网络快速扩张的部分推动，于往绩记录期间公司的财务取得显著增长。\n2018年至2020年，雍禾医疗分别实现收入人民币9.34亿元、12.24亿元及16.38亿元，复合年增长率为32.4%；同期录得净利润人民币5350.0万元、3562.4万元和1.63亿元，复合年增长率达74.7%。\n2021年上半年，公司录得总收入10.53亿元，同比增长75.1%；同期净利润为4044.1万元，较2020年同期有所下降。\n行业方面，近年来，受中国居民人均可支配收入不断增加、外貌自我意识增强、植发技术进步等综合因素影响，中国植发服务市场从于2016年的人民币58亿元快速增长至2020年的人民币134亿元，复合年增长率为23.4%。\n然而，与中国实际患脱发的人数相比，中国接受植发医疗服务的人数相对较少。按接受植发人数除以脱发患者人数计算，2020年中国的植发渗透率仅为约0.2%，仍存在巨大的未获满足的市场需求及庞大的增长潜力。预计到2030年中国植发服务市场规模将达到人民币756亿元。\n基石投资者方面，多名基石投资者同意按发售价认购可供认购的发售股份数目，总额9700万美元，包括NCC Fund、清池资本、Hudson Bay、礼来亚洲、易方达、WT Capital、Enreal and Forreal Funds、常春藤、Athos Capital及York Asian Opportunities。筹资用途方面，以发售价15.8港元计算，此次IPO预计自全球发售收取所得款项净额约13.57亿港元（经扣除包销佣金及与全球发售有关的其他估计开支）。公司拟将股份发售所得款项净额用于以下用途：约42.1%将用于为公司在中国境内网络的现有植发医疗机构进行扩充和升级；约17.5%将用于为产品及服务项目创新拨资；约9.7%将用作投资于研发，及以前沿技术提升其服务体系；约23.4%将用作在中国整合行业资源以提升品牌知名度；约1.6%将用作结清公司就于2021年5月收购显赫植发应付关联方新丝域的并购代价之未偿还结余；约5.7%将用作营运资金及一般企业用途。","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600687737,"gmtCreate":1638147698285,"gmtModify":1638147698285,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>omicron!!!","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>omicron!!!","text":"$云顶新加坡(G13.SI)$omicron!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/600687737","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600805338,"gmtCreate":1638111223724,"gmtModify":1638111223783,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"不好","listText":"不好","text":"不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600805338","repostId":"1143930033","repostType":4,"repost":{"id":"1143930033","kind":"news","pubTimestamp":1638089724,"share":"https://www.laohu8.com/m/news/1143930033?lang=&edition=full","pubTime":"2021-11-28 16:55","market":"us","language":"zh","title":"奥密克戎，压垮全球风险资产的“最后一根稻草”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1143930033","media":"华尔街见闻","summary":"短期内可能对金融市场的风险偏好有较大压制。","content":"<p>作者：韩旭阳</p>\n<p>11月25日，南非科学家宣布发现新冠新变种菌株B.1.1529，该毒株导致南非豪登省的新增新冠病例数呈指数式增长，其远超德尔塔毒株的传染性以及更强的免疫逃逸能力引发全球关注。</p>\n<p>距离科学家宣布新病毒的发现仅两天，南非超90%的新增新冠案例均为其感染者。全球范围内，以色列、比利时和我国香港均发现了新变种毒株的感染者。</p>\n<p><img src=\"https://static.tigerbbs.com/67cc99ad9b1dba763fdecc5e913485a1\" tg-width=\"1434\" tg-height=\"770\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>而本次新病毒出现之际，恰逢市场预期美联储将于12月宣布加快taper。东吴证券认为，<b>这在短期内可能对金融市场的风险偏好有较大压制。</b></p>\n<p>新病毒的市场影响如何？</p>\n<p>新变种毒株在南非的爆发以及向全球的蔓延引发了市场的恐慌，全球主要股市、国债收益率和大宗商品（尤其是原油）大幅下跌。东吴证券认为，<b>在前期利空因素的累积下，疫情变异的消息可能是压垮全球风险资产的“最后一根稻草”。</b></p>\n<p>东吴证券指出，<b>油价和10年期美债收益率下跌是疫情爆发的“标配”。</b>在诸多利空因素的加成下，<b>本次市场调整的幅度要明显大于Delta病毒爆发时。</b>新变种毒株的出现使得市场对美联储的紧缩预期有所降温。</p>\n<p><img src=\"https://static.tigerbbs.com/f427c74aa68a5b5ea99357f269182fb0\" tg-width=\"1586\" tg-height=\"792\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><img src=\"https://static.tigerbbs.com/948a687116344b6c672a57c4c2ed27b2\" tg-width=\"1554\" tg-height=\"644\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>对于之前累积的利空因素，东吴证券指出，具体包括以下几点：</p>\n<ul>\n <li>高通胀和供给约束下，全球经济的增长动能明显放缓。</li>\n <li>全球货币政策转向的速度开始加快，市场预期美联储很可能在12月议息会议上宣布加速taper；Delta病毒的冲击下欧洲部分国家已经重启封锁，而封锁的范围还在进一步扩大。</li>\n <li>对于原油来说， 美国等经济体的抛储信号和操作带来了额外的利空压力。</li>\n <li>交易层面，临近年终，此前获利颇丰的投资仓位在面临不确定性时会更加倾向于获利了结。</li>\n</ul>\n<p>对于市场参与者来说，东吴证券指出，接下来要重点关注新变种毒株奥密克戎的致病性和疫苗抗性。<b>如果这些方面的严重性超预期，全球经济复苏的节奏可能再次被打断，或将导致美联储收紧的迫切性降低，</b>冲击11月以来“激进”的市场紧缩预期。</p>\n<p>病毒可能加剧股市脆弱性</p>\n<p>早在2020年3月的第一波疫情爆发之前，市场上已经积累了大量泡沫。如今的状况也与当时类似，稳健的经济数据、企业强劲的盈利和美联储的宽松政策中，都使投资者纷纷持看涨观点。</p>\n<p>但目前的股市可能比2020年更具脆弱性。新病毒奥密克戎的出现使得各国政府加强了对来自南非人员的旅行限制，全球股市也纷纷下挫。</p>\n<p>奥密克戎传播的不确定性使标准普尔500指数在周五下跌了2.3%，<b>这是今年2月以来的最大日跌幅，</b>而年初至今这一指数已经上涨超过20%。这对一直对股市持看涨观点的投资者来说无疑是一个“警告”。</p>\n<p><img src=\"https://static.tigerbbs.com/95c0c1913acbfcc56c9e6ba09aedfd2f\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>交易员们也纷纷买入保护性期权，推动芝加哥期权交易所（Cboe）波动指数创下1月以来的最大涨幅。</p>\n<p>美国银行和EPFR Global的数据显示，2021年投资者向美国股票交易所交易基金(ETF)和多头基金输送了近9000亿美元的资金，超过过去19年的总和。</p>\n<p>据彭博报道，富达国际（Fidelity International）的全球宏观经济学家Anna Stupnytska表示，随着疫情蔓延和病毒新变种奥密克戎引发了市场担忧，投资者可能会被迫重新考虑他们的看涨观点：</p>\n<blockquote>\n <b>这有可能成为近期宏观和市场前景的一个游戏规则改变者——我们应该这样看待它。</b>\n</blockquote>\n<blockquote>\n 对于市场来说，这个假日季可能会比投资者预期的更加动荡。\n</blockquote>\n<p>但也有分析师提出了不同观点。事实上，<b>新冠病毒并没有出现在华尔街分析师们对股市年度展望的风险预测中。</b>在美国银行的最新调查中，基金经理将Covid-19列为仅次于通胀、央行加息、经济增长放缓和资产泡沫的第五大风险。</p>\n<p>BlueBay资产管理公司首席投资策略师David Riley在接受彭博电视台采访时说：“我们已经适应了病毒的存在，其对宏观和市场的影响是相当有限的，并随着时间的推移而减弱。”</p>\n<p>Miller Value Partners投资组合经理John Spallanzani也表示，感恩节假期至周末期间交易清淡，可能会放大资产抛售的幅度：</p>\n<blockquote>\n 我们通常是在没有基本事实依据的情况下面对市场混乱的。\n</blockquote>\n<blockquote>\n 非洲是世界上疫苗接种率最低的国家之一，\n <b>而这很可能会促使更多的人接种疫苗，这从长远来看是利好消息，不应破坏全球复苏。</b>\n</blockquote>\n<p>直到最近，人们的共识似乎是，新冠肺炎病例的最新激增没什么可担心的。本周早些时候，摩根士丹利建议投资者仔细观察感染的爆发，摩根大通也一致认为第四波疫情“不太可能是一个实质性的或持续的问题”。</p>\n<p>“投资者可以逢低买入”</p>\n<p>不只是东吴证券，对于这一新病毒的蔓延，华尔街多位分析师指出，<b>当务之急是要弄清楚目前的疫苗效力如何。</b></p>\n<p>巴克莱银行分析师Emmanuel Cau表示：</p>\n<blockquote>\n <b>关键是要弄清楚当前的疫苗对新病毒是否仍然有效。新冠疫情的不确定性可能会迫使各国央行谨慎行事。</b>\n</blockquote>\n<blockquote>\n 我们建议在这些水平上进行更多的杠铃式配置和下行对冲，但我们认为，具有韧性的增长以及保持加息耐心的央行应该会继续在中期提供缓冲，\n <b>而投资者可以逢低买入。</b>\n</blockquote>\n<p>贝莱德国际分析师Li Wei在接受彭博采访时表示：</p>\n<blockquote>\n 争论的焦点在于新病毒是否对疫苗功效构成更大挑战。这将决定我们对目前正在发生的事情的看法：如果我们看到的只是重启经济的延迟，而不是根本性的脱轨。\n</blockquote>\n<p>瑞士银行集团Reyl &amp; Cie 的信息主管Cedric Ozazman表示：“这是一种健康的调整，可能仍会出现一些夸大式下跌的情况，<b>但这将是逢低买入的机会。</b>”</p>\n<p>中金：风险资产短期承压 A股市场可能表现更好</p>\n<p>由于当前奥密克戎变种的传播能力和疫苗的有效性仍无科研定论，中金根据新病毒可能的演变方向对市场走势进行了三种情景的预测。</p>\n<p>而其中相对悲观的情景是奥密克戎将导致<b>更高的传染性和致死率、且疫苗基本无效，导致更严厉的全面封锁，可能使得全球防控面临更加严峻的局面。</b></p>\n<p>中金认为，部分国家一定程度的对外甚至对内封锁都难以避免，可能会给经济修复再度蒙上阴影、加重本来就处于相对紧张状态的供应链的压力，进而对资产价格产生压力，这也是市场最为担心的主要原因。</p>\n<p>相比之下，受国内疫情控制更好叠加相对更为充分政策空间和经常账户对资金外流的缓冲，<b>A股市场可能表现更好</b>，而发达市场风险资产出现一定回调，新兴市场“增长落差”进一步放大。<b>避险资产如黄金和美债可能有阶段性行情</b>。</p>\n<p>但中金也指出，这一情形目前来看可能也过于悲观。当前可能相对有利的一面是，各国政府和药厂响应更为及时且积累的更多应对和疫苗研发的经验、更高的接种比例（Delta爆发时，很多国家依然面临接种不足的情形）、以及特效药的研发进展都有可能在应对新的变种病毒时具有更好的准备。</p>\n<p>从资产角度看，中金认为，<b>全球风险资产将不排除仍在短期内承受一定压力</b>。美股可能仍相对领先，新兴市场由于疫情带来的增长压力和流动性退出的资金压力相对承压。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>奥密克戎，压垮全球风险资产的“最后一根稻草”？</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; 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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奥密克戎，压垮全球风险资产的“最后一根稻草”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-28 16:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3645984><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：韩旭阳\n11月25日，南非科学家宣布发现新冠新变种菌株B.1.1529，该毒株导致南非豪登省的新增新冠病例数呈指数式增长，其远超德尔塔毒株的传染性以及更强的免疫逃逸能力引发全球关注。\n距离科学家宣布新病毒的发现仅两天，南非超90%的新增新冠案例均为其感染者。全球范围内，以色列、比利时和我国香港均发现了新变种毒株的感染者。\n\n而本次新病毒出现之际，恰逢市场预期美联储将于12月宣布加快taper...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3645984\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ec3d0dd1f01bca738ed37472f7e72a","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3645984","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1143930033","content_text":"作者：韩旭阳\n11月25日，南非科学家宣布发现新冠新变种菌株B.1.1529，该毒株导致南非豪登省的新增新冠病例数呈指数式增长，其远超德尔塔毒株的传染性以及更强的免疫逃逸能力引发全球关注。\n距离科学家宣布新病毒的发现仅两天，南非超90%的新增新冠案例均为其感染者。全球范围内，以色列、比利时和我国香港均发现了新变种毒株的感染者。\n\n而本次新病毒出现之际，恰逢市场预期美联储将于12月宣布加快taper。东吴证券认为，这在短期内可能对金融市场的风险偏好有较大压制。\n新病毒的市场影响如何？\n新变种毒株在南非的爆发以及向全球的蔓延引发了市场的恐慌，全球主要股市、国债收益率和大宗商品（尤其是原油）大幅下跌。东吴证券认为，在前期利空因素的累积下，疫情变异的消息可能是压垮全球风险资产的“最后一根稻草”。\n东吴证券指出，油价和10年期美债收益率下跌是疫情爆发的“标配”。在诸多利空因素的加成下，本次市场调整的幅度要明显大于Delta病毒爆发时。新变种毒株的出现使得市场对美联储的紧缩预期有所降温。\n\n\n对于之前累积的利空因素，东吴证券指出，具体包括以下几点：\n\n高通胀和供给约束下，全球经济的增长动能明显放缓。\n全球货币政策转向的速度开始加快，市场预期美联储很可能在12月议息会议上宣布加速taper；Delta病毒的冲击下欧洲部分国家已经重启封锁，而封锁的范围还在进一步扩大。\n对于原油来说， 美国等经济体的抛储信号和操作带来了额外的利空压力。\n交易层面，临近年终，此前获利颇丰的投资仓位在面临不确定性时会更加倾向于获利了结。\n\n对于市场参与者来说，东吴证券指出，接下来要重点关注新变种毒株奥密克戎的致病性和疫苗抗性。如果这些方面的严重性超预期，全球经济复苏的节奏可能再次被打断，或将导致美联储收紧的迫切性降低，冲击11月以来“激进”的市场紧缩预期。\n病毒可能加剧股市脆弱性\n早在2020年3月的第一波疫情爆发之前，市场上已经积累了大量泡沫。如今的状况也与当时类似，稳健的经济数据、企业强劲的盈利和美联储的宽松政策中，都使投资者纷纷持看涨观点。\n但目前的股市可能比2020年更具脆弱性。新病毒奥密克戎的出现使得各国政府加强了对来自南非人员的旅行限制，全球股市也纷纷下挫。\n奥密克戎传播的不确定性使标准普尔500指数在周五下跌了2.3%，这是今年2月以来的最大日跌幅，而年初至今这一指数已经上涨超过20%。这对一直对股市持看涨观点的投资者来说无疑是一个“警告”。\n\n交易员们也纷纷买入保护性期权，推动芝加哥期权交易所（Cboe）波动指数创下1月以来的最大涨幅。\n美国银行和EPFR Global的数据显示，2021年投资者向美国股票交易所交易基金(ETF)和多头基金输送了近9000亿美元的资金，超过过去19年的总和。\n据彭博报道，富达国际（Fidelity International）的全球宏观经济学家Anna Stupnytska表示，随着疫情蔓延和病毒新变种奥密克戎引发了市场担忧，投资者可能会被迫重新考虑他们的看涨观点：\n\n这有可能成为近期宏观和市场前景的一个游戏规则改变者——我们应该这样看待它。\n\n\n 对于市场来说，这个假日季可能会比投资者预期的更加动荡。\n\n但也有分析师提出了不同观点。事实上，新冠病毒并没有出现在华尔街分析师们对股市年度展望的风险预测中。在美国银行的最新调查中，基金经理将Covid-19列为仅次于通胀、央行加息、经济增长放缓和资产泡沫的第五大风险。\nBlueBay资产管理公司首席投资策略师David Riley在接受彭博电视台采访时说：“我们已经适应了病毒的存在，其对宏观和市场的影响是相当有限的，并随着时间的推移而减弱。”\nMiller Value Partners投资组合经理John Spallanzani也表示，感恩节假期至周末期间交易清淡，可能会放大资产抛售的幅度：\n\n 我们通常是在没有基本事实依据的情况下面对市场混乱的。\n\n\n 非洲是世界上疫苗接种率最低的国家之一，\n 而这很可能会促使更多的人接种疫苗，这从长远来看是利好消息，不应破坏全球复苏。\n\n直到最近，人们的共识似乎是，新冠肺炎病例的最新激增没什么可担心的。本周早些时候，摩根士丹利建议投资者仔细观察感染的爆发，摩根大通也一致认为第四波疫情“不太可能是一个实质性的或持续的问题”。\n“投资者可以逢低买入”\n不只是东吴证券，对于这一新病毒的蔓延，华尔街多位分析师指出，当务之急是要弄清楚目前的疫苗效力如何。\n巴克莱银行分析师Emmanuel Cau表示：\n\n关键是要弄清楚当前的疫苗对新病毒是否仍然有效。新冠疫情的不确定性可能会迫使各国央行谨慎行事。\n\n\n 我们建议在这些水平上进行更多的杠铃式配置和下行对冲，但我们认为，具有韧性的增长以及保持加息耐心的央行应该会继续在中期提供缓冲，\n 而投资者可以逢低买入。\n\n贝莱德国际分析师Li Wei在接受彭博采访时表示：\n\n 争论的焦点在于新病毒是否对疫苗功效构成更大挑战。这将决定我们对目前正在发生的事情的看法：如果我们看到的只是重启经济的延迟，而不是根本性的脱轨。\n\n瑞士银行集团Reyl & Cie 的信息主管Cedric Ozazman表示：“这是一种健康的调整，可能仍会出现一些夸大式下跌的情况，但这将是逢低买入的机会。”\n中金：风险资产短期承压 A股市场可能表现更好\n由于当前奥密克戎变种的传播能力和疫苗的有效性仍无科研定论，中金根据新病毒可能的演变方向对市场走势进行了三种情景的预测。\n而其中相对悲观的情景是奥密克戎将导致更高的传染性和致死率、且疫苗基本无效，导致更严厉的全面封锁，可能使得全球防控面临更加严峻的局面。\n中金认为，部分国家一定程度的对外甚至对内封锁都难以避免，可能会给经济修复再度蒙上阴影、加重本来就处于相对紧张状态的供应链的压力，进而对资产价格产生压力，这也是市场最为担心的主要原因。\n相比之下，受国内疫情控制更好叠加相对更为充分政策空间和经常账户对资金外流的缓冲，A股市场可能表现更好，而发达市场风险资产出现一定回调，新兴市场“增长落差”进一步放大。避险资产如黄金和美债可能有阶段性行情。\n但中金也指出，这一情形目前来看可能也过于悲观。当前可能相对有利的一面是，各国政府和药厂响应更为及时且积累的更多应对和疫苗研发的经验、更高的接种比例（Delta爆发时，很多国家依然面临接种不足的情形）、以及特效药的研发进展都有可能在应对新的变种病毒时具有更好的准备。\n从资产角度看，中金认为，全球风险资产将不排除仍在短期内承受一定压力。美股可能仍相对领先，新兴市场由于疫情带来的增长压力和流动性退出的资金压力相对承压。","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600939624,"gmtCreate":1638029952803,"gmtModify":1638029952803,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"不好","listText":"不好","text":"不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600939624","repostId":"1199678314","repostType":4,"repost":{"id":"1199678314","kind":"news","pubTimestamp":1638018643,"share":"https://www.laohu8.com/m/news/1199678314?lang=&edition=full","pubTime":"2021-11-27 21:10","market":"us","language":"zh","title":"新变异病毒出现后美联储高官发声：明年加息可能性仍存在","url":"https://stock-news.laohu8.com/highlight/detail?id=1199678314","media":"华尔街见闻","summary":"新变异病毒可能使美国经济有所放缓，但从疫情期间吸取的经验表明，阻力将比过去小。","content":"<p>作者：王眉</p>\n<p>在新变异病毒Omicron出现后，亚特兰大联储主席博斯蒂克淡化了其对美国经济的风险，并表示他愿意以更快的速度缩减购债规模，以控制通胀。</p>\n<p>博斯蒂克是今年FOMC的一名成员，他在周五接受彭博采访时表示：</p>\n<blockquote>\n <b>我非常愿意加快放缓购债的步伐。对我来说，如果经济势头像过去几个月一样持续下去，那么2022年第二季度初和第一季度末都将是我们可能停止购债的合理选择。</b>\n</blockquote>\n<p><b>当被问及他是否认为美联储明年会加息两次时，他说，“当然有可能。我不会放弃任何形式的行动。</b>”</p>\n<p>由于新变异病毒Omicron的出现，周五早些时候，美债收益率大幅下跌，因为投资者减少了对货币政策紧缩步伐加快的押注。</p>\n<p>并且，对出行限制的担忧促使市场推迟了对各国央行加息的预期时间，其中，市场将美联储首次加息25个基点的预期时间从明年6月推迟到明年9月，并认为2023年之前不会有更多的加息次数。</p>\n<p>而此前，由于通胀飙升，一些美联储官员已经开始讨论加快缩减购债的步伐；高盛还特别鹰派地认为，美联储将在明年3月完成Taper，并会在明年加息三次。</p>\n<p>博斯蒂克表示，<b>新变异病毒可能会使美国经济有所放缓，但从疫情期间吸取的经验表明，阻力将比过去小。</b></p>\n<p>他表示：“我们目前的经济势头强劲。我希望，这种势头将带领我们度过下一波浪潮。”</p>\n<p><b>但他也警告说，“所有这些都是基于新病毒与Delta类似的想法和概念。”</b></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新变异病毒出现后美联储高官发声：明年加息可能性仍存在</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新变异病毒出现后美联储高官发声：明年加息可能性仍存在\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-27 21:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3645973><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：王眉\n在新变异病毒Omicron出现后，亚特兰大联储主席博斯蒂克淡化了其对美国经济的风险，并表示他愿意以更快的速度缩减购债规模，以控制通胀。\n博斯蒂克是今年FOMC的一名成员，他在周五接受彭博采访时表示：\n\n我非常愿意加快放缓购债的步伐。对我来说，如果经济势头像过去几个月一样持续下去，那么2022年第二季度初和第一季度末都将是我们可能停止购债的合理选择。\n\n当被问及他是否认为美联储明年会加息...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3645973\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3645973","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1199678314","content_text":"作者：王眉\n在新变异病毒Omicron出现后，亚特兰大联储主席博斯蒂克淡化了其对美国经济的风险，并表示他愿意以更快的速度缩减购债规模，以控制通胀。\n博斯蒂克是今年FOMC的一名成员，他在周五接受彭博采访时表示：\n\n我非常愿意加快放缓购债的步伐。对我来说，如果经济势头像过去几个月一样持续下去，那么2022年第二季度初和第一季度末都将是我们可能停止购债的合理选择。\n\n当被问及他是否认为美联储明年会加息两次时，他说，“当然有可能。我不会放弃任何形式的行动。”\n由于新变异病毒Omicron的出现，周五早些时候，美债收益率大幅下跌，因为投资者减少了对货币政策紧缩步伐加快的押注。\n并且，对出行限制的担忧促使市场推迟了对各国央行加息的预期时间，其中，市场将美联储首次加息25个基点的预期时间从明年6月推迟到明年9月，并认为2023年之前不会有更多的加息次数。\n而此前，由于通胀飙升，一些美联储官员已经开始讨论加快缩减购债的步伐；高盛还特别鹰派地认为，美联储将在明年3月完成Taper，并会在明年加息三次。\n博斯蒂克表示，新变异病毒可能会使美国经济有所放缓，但从疫情期间吸取的经验表明，阻力将比过去小。\n他表示：“我们目前的经济势头强劲。我希望，这种势头将带领我们度过下一波浪潮。”\n但他也警告说，“所有这些都是基于新病毒与Delta类似的想法和概念。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877823647,"gmtCreate":1637915625824,"gmtModify":1637915635664,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877823647","repostId":"1151410588","repostType":4,"repost":{"id":"1151410588","kind":"news","pubTimestamp":1637913701,"share":"https://www.laohu8.com/m/news/1151410588?lang=&edition=full","pubTime":"2021-11-26 16:01","market":"us","language":"zh","title":"打破高通芯片专利墙，苹果自研芯片将量产","url":"https://stock-news.laohu8.com/highlight/detail?id=1151410588","media":"36氪","summary":"除了自研5G芯片，台积电的4nm工艺还会帮助苹果生产明年iPhone上搭载的A系列芯片。","content":"<p>文/张婧怡</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>摆脱<a href=\"https://laohu8.com/S/QCOM\">高通</a>的目标似乎即将实现。据日经新闻报道，近日苹果计划采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>的4nm工艺生产其自研iPhone5G基带芯片，预计在2023年实现量产。此前几乎垄断苹果基带芯片业务的高通最近表示，其在iPhone基带芯片订单中的份额将在2023年降至约20%。</p>\n<p>据了解，台积电的4nm工艺还未部署用于任何商业产品。目前，苹果的5G基带芯片正在通过台积电的5nm工艺进行设计和测试，同时，苹果正在开发射频和毫米波组件以补充modem。知情人士表示，苹果还在为modem专门开发电源管理芯片。</p>\n<p>据悉，除了苹果自研5G芯片，台积电的4nm工艺还会帮助苹果生产明年iPhone上搭载的A系列芯片。</p>\n<p><img src=\"https://static.tigerbbs.com/7669dbdd36ee723b448bd3e2db1d7a80\" tg-width=\"550\" tg-height=\"312\" referrerpolicy=\"no-referrer\">外媒发布的苹果5G基带芯片概念图</p>\n<p>事实上，自研芯片是苹果提升其硬件集成能力必不可少的一步路。自2019年苹果高通专利案后，苹果似乎正不断尝试摆脱高通的垄断。</p>\n<p>2019年7月，苹果就以10亿美元的价格收购了<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的大部分智能手机调制解调器业务，表明对自研基带的决心，今年的发布会上，苹果两款新芯片M1Pro和M1Max，则在2020年发布的M1芯片基础上有了性能和功耗上的成倍优化，“去英特尔”和摆脱高通之后，苹果的最终目标是芯片自主化。</p>\n<p>是什么让苹果在芯片自研的路上越走越远？芯片架构兼具稳定性能和低成本的需求是苹果选择芯片自研的重要原因。</p>\n<p>2015年，全部重新设计的ThenewMacBook发布，设计师JonyIve将产品从电池、键盘、主板，到屏幕、触摸板、天线和接口完全翻新，试图再一次颠覆笔记本电脑的设计，定义MacBook未来的形态。</p>\n<p>然而，一直负责苹果性能的英特尔的芯片没能坚持下去，发布5年后，ThenewMacBook因为散热和性能的不足，用户评价极低，最终被剔出苹果产品线。能耗比更重要的时代，“挤牙膏”的英特尔显然不再能满足苹果高性能的要求，而随着台积电和<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>等企业的发展，又在进一步缩小其与英特尔的技术差距，苹果可能拥有更多设计自主芯片的机会。</p>\n<p>更重要的是，苹果不想再被“卡脖子”。2019年，苹果高通案以苹果败诉和解结束，之后，高通仍在苹果的芯片架构中占据垄断地位，最新的iPhone13系列中，苹果仍使用高通的骁龙X605G基带芯片。打造自主芯片显然能让苹果更好控制其软硬件功能整合，同时也对其设备的零部件成本拥有更多话语权。</p>\n<p>苹果和英特尔绑定的时代结束之后，高通似乎也将失去苹果，或者应该说苹果将选择“抛弃”高通。可以预想到的是，A系列、M系列芯片之后，苹果的自研5G芯片将有更大想象空间，芯片市场似乎就快有新风云。</p>","source":"36k","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>打破高通芯片专利墙，苹果自研芯片将量产</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n打破高通芯片专利墙，苹果自研芯片将量产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-26 16:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1501111044946563><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/张婧怡\n苹果摆脱高通的目标似乎即将实现。据日经新闻报道，近日苹果计划采用台积电的4nm工艺生产其自研iPhone5G基带芯片，预计在2023年实现量产。此前几乎垄断苹果基带芯片业务的高通最近表示，其在iPhone基带芯片订单中的份额将在2023年降至约20%。\n据了解，台积电的4nm工艺还未部署用于任何商业产品。目前，苹果的5G基带芯片正在通过台积电的5nm工艺进行设计和测试，同时，苹果正在...</p>\n\n<a href=\"https://36kr.com/p/1501111044946563\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffc06cefd039dad331450b88586066b7","relate_stocks":{"AAPL":"苹果"},"source_url":"https://36kr.com/p/1501111044946563","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151410588","content_text":"文/张婧怡\n苹果摆脱高通的目标似乎即将实现。据日经新闻报道，近日苹果计划采用台积电的4nm工艺生产其自研iPhone5G基带芯片，预计在2023年实现量产。此前几乎垄断苹果基带芯片业务的高通最近表示，其在iPhone基带芯片订单中的份额将在2023年降至约20%。\n据了解，台积电的4nm工艺还未部署用于任何商业产品。目前，苹果的5G基带芯片正在通过台积电的5nm工艺进行设计和测试，同时，苹果正在开发射频和毫米波组件以补充modem。知情人士表示，苹果还在为modem专门开发电源管理芯片。\n据悉，除了苹果自研5G芯片，台积电的4nm工艺还会帮助苹果生产明年iPhone上搭载的A系列芯片。\n外媒发布的苹果5G基带芯片概念图\n事实上，自研芯片是苹果提升其硬件集成能力必不可少的一步路。自2019年苹果高通专利案后，苹果似乎正不断尝试摆脱高通的垄断。\n2019年7月，苹果就以10亿美元的价格收购了英特尔的大部分智能手机调制解调器业务，表明对自研基带的决心，今年的发布会上，苹果两款新芯片M1Pro和M1Max，则在2020年发布的M1芯片基础上有了性能和功耗上的成倍优化，“去英特尔”和摆脱高通之后，苹果的最终目标是芯片自主化。\n是什么让苹果在芯片自研的路上越走越远？芯片架构兼具稳定性能和低成本的需求是苹果选择芯片自研的重要原因。\n2015年，全部重新设计的ThenewMacBook发布，设计师JonyIve将产品从电池、键盘、主板，到屏幕、触摸板、天线和接口完全翻新，试图再一次颠覆笔记本电脑的设计，定义MacBook未来的形态。\n然而，一直负责苹果性能的英特尔的芯片没能坚持下去，发布5年后，ThenewMacBook因为散热和性能的不足，用户评价极低，最终被剔出苹果产品线。能耗比更重要的时代，“挤牙膏”的英特尔显然不再能满足苹果高性能的要求，而随着台积电和三星电子等企业的发展，又在进一步缩小其与英特尔的技术差距，苹果可能拥有更多设计自主芯片的机会。\n更重要的是，苹果不想再被“卡脖子”。2019年，苹果高通案以苹果败诉和解结束，之后，高通仍在苹果的芯片架构中占据垄断地位，最新的iPhone13系列中，苹果仍使用高通的骁龙X605G基带芯片。打造自主芯片显然能让苹果更好控制其软硬件功能整合，同时也对其设备的零部件成本拥有更多话语权。\n苹果和英特尔绑定的时代结束之后，高通似乎也将失去苹果，或者应该说苹果将选择“抛弃”高通。可以预想到的是，A系列、M系列芯片之后，苹果的自研5G芯片将有更大想象空间，芯片市场似乎就快有新风云。","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874777544,"gmtCreate":1637833007616,"gmtModify":1637833027248,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"No....","listText":"No....","text":"No....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874777544","repostId":"1147546265","repostType":4,"repost":{"id":"1147546265","kind":"news","pubTimestamp":1637832030,"share":"https://www.laohu8.com/m/news/1147546265?lang=&edition=full","pubTime":"2021-11-25 17:20","market":"us","language":"zh","title":"美股这一指标创下低点，年初的恶性抛售可能会重现","url":"https://stock-news.laohu8.com/highlight/detail?id=1147546265","media":"金十数据","summary":"感恩节假期之后，美股期权市场可能会发生一个重大变化……\n\n在新冠疫情爆发的前几年，看涨期权的交易量通常占纽约证交所日交易量的15%，这是比较正常的投机水平。\n\n而从上图可见，2020年时看涨期权的买入","content":"<blockquote>\n 感恩节假期之后，美股期权市场可能会发生一个重大变化……\n</blockquote>\n<p>在新冠疫情爆发的前几年，<b>看涨期权的交易量通常占纽约证交所日交易量的15%</b>，这是比较正常的投机水平。</p>\n<p><img src=\"https://static.tigerbbs.com/70a703c766d5774892065d07028a0c56\" tg-width=\"831\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p>\n<p>而从上图可见，2020年时看涨期权的买入量出现<b>爆炸式的增长</b>，以5日均线为参考，<b>纽约证交所看涨期权的交易量超过了总交易量的60%</b>。</p>\n<p>尽管今年股市表现良好，许多指数的涨幅都达到了两位数，但还是有一部分板块的表现不太好，特别是科技股，或者是说少部分的科技股表现相当糟糕。</p>\n<p><img src=\"https://static.tigerbbs.com/c206312763e4b907b1e828739cf90be7\" tg-width=\"831\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p>\n<p>这些非盈利科技股和看涨期权交易量到底有什么关系呢？从下图可以看到，<a href=\"https://laohu8.com/S/GS\">高盛</a>的非盈利科技指数与标普500指数之比和期权交易量的走势颇为接近。</p>\n<p><img src=\"https://static.tigerbbs.com/7197d4fcec60b9eca1307422304498cb\" tg-width=\"831\" tg-height=\"469\" referrerpolicy=\"no-referrer\"></p>\n<p>当投资者买入某只股票的看涨期权时，做市商就必须通过买入标的股票来对冲风险，就是这种良性的循环带动股价不断上涨。但当美国结束了一周的假期过后，买入看涨期权的交易量还会继续保持吗？</p>\n<p>在今年2至5月，高盛非盈利科技指数的下跌导致看涨期权交易量的下降，而这种抛售又反过来导致高盛非盈利科技指数暴跌了40%。Steven Vannelli表示，鉴于非盈利性科技公司与标普500指数之比创下了新的相对低点，未来看涨期权交易量可能会因此变得像2月至5月那样，<b>促使非盈利性科技公司股票进入一个恶性的抛售周期</b>。</p>\n<p>SpotGamma警告，由于假期的到来，市场将因流动性不足而出现相当剧烈的波动，投资者应该注意到隐含波动率衰退（即vanna交易）可能会压低期权的买入价，导致标普500指数收在4700下方。<b>如果价格继续下破4670点，那么投资者就更加应该谨慎</b>，特别是隐含波动率（即VIX）急剧上升时，这意味着看跌期权的买入量将爆发。</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股这一指标创下低点，年初的恶性抛售可能会重现</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美股这一指标创下低点，年初的恶性抛售可能会重现\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 17:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/86269><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>感恩节假期之后，美股期权市场可能会发生一个重大变化……\n\n在新冠疫情爆发的前几年，看涨期权的交易量通常占纽约证交所日交易量的15%，这是比较正常的投机水平。\n\n而从上图可见，2020年时看涨期权的买入量出现爆炸式的增长，以5日均线为参考，纽约证交所看涨期权的交易量超过了总交易量的60%。\n尽管今年股市表现良好，许多指数的涨幅都达到了两位数，但还是有一部分板块的表现不太好，特别是科技股，或者是说...</p>\n\n<a href=\"https://xnews.jin10.com/details/86269\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"161125":"标普500","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF","SPXU":"三倍做空标普500ETF","GS":"高盛","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","IVV":"标普500指数ETF"},"source_url":"https://xnews.jin10.com/details/86269","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147546265","content_text":"感恩节假期之后，美股期权市场可能会发生一个重大变化……\n\n在新冠疫情爆发的前几年，看涨期权的交易量通常占纽约证交所日交易量的15%，这是比较正常的投机水平。\n\n而从上图可见，2020年时看涨期权的买入量出现爆炸式的增长，以5日均线为参考，纽约证交所看涨期权的交易量超过了总交易量的60%。\n尽管今年股市表现良好，许多指数的涨幅都达到了两位数，但还是有一部分板块的表现不太好，特别是科技股，或者是说少部分的科技股表现相当糟糕。\n\n这些非盈利科技股和看涨期权交易量到底有什么关系呢？从下图可以看到，高盛的非盈利科技指数与标普500指数之比和期权交易量的走势颇为接近。\n\n当投资者买入某只股票的看涨期权时，做市商就必须通过买入标的股票来对冲风险，就是这种良性的循环带动股价不断上涨。但当美国结束了一周的假期过后，买入看涨期权的交易量还会继续保持吗？\n在今年2至5月，高盛非盈利科技指数的下跌导致看涨期权交易量的下降，而这种抛售又反过来导致高盛非盈利科技指数暴跌了40%。Steven Vannelli表示，鉴于非盈利性科技公司与标普500指数之比创下了新的相对低点，未来看涨期权交易量可能会因此变得像2月至5月那样，促使非盈利性科技公司股票进入一个恶性的抛售周期。\nSpotGamma警告，由于假期的到来，市场将因流动性不足而出现相当剧烈的波动，投资者应该注意到隐含波动率衰退（即vanna交易）可能会压低期权的买入价，导致标普500指数收在4700下方。如果价格继续下破4670点，那么投资者就更加应该谨慎，特别是隐含波动率（即VIX）急剧上升时，这意味着看跌期权的买入量将爆发。","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874777995,"gmtCreate":1637832958571,"gmtModify":1637833026320,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874777995","repostId":"1104782147","repostType":4,"repost":{"id":"1104782147","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":1637552337,"share":"https://www.laohu8.com/m/news/1104782147?lang=&edition=full","pubTime":"2021-11-22 11:38","market":"hk","language":"zh","title":"提醒：美股周四因感恩节休市，周五提前三小时收盘","url":"https://stock-news.laohu8.com/highlight/detail?id=1104782147","media":"老虎资讯综合","summary":"11月25日（周四）是西方感恩节，美国包括美股在内的所有金融市场都休市1天。11月26日（周五）纽交所和纳斯达克将于当地时间下午1点提前收盘，交易时间为北京时间22:30-次日2:00，较常规收盘时间将提前3小时。感恩节是美国和加拿大共有的节日，由美国首创，原意是为了感谢印第安人，后来人们常在这一天感谢他人。美国所有政府机构都将在感恩节这天休假，雇员正常发薪。","content":"<p>11月25日（周四）是西方感恩节，美国包括美股在内的所有金融市场都休市1天。</p>\n<p>11月26日（周五）纽交所和纳斯达克将于当地时间下午1点（北京时间周六凌晨2点）提前收盘，交易时间为北京时间22:30-次日2:00，较常规收盘时间将提前3小时。</p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景补充：</b></p>\n<p>感恩节是美国和加拿大共有的节日，由美国首创，原意是为了感谢印第安人，后来人们常在这一天感谢他人。火鸡是感恩节的传统主菜。孩子们还模仿当年印第安人的模样穿上离奇古怪的服装，画上脸谱或戴上面具到街上唱歌、吹喇叭。</p>\n<p>自1941年起，感恩节被定为每年11月的第四个星期四。美国所有政府机构都将在感恩节这天休假，雇员正常发薪。纽交所与大部分金融市场及金融服务公司也在今天休假。</p>\n<p>感恩节之后的周五并非联邦法定节日，但除零售企业外的许多公司也在当天放假，学校也是如此。这天即通常俗称的“黑色星期五”，这种叫法出自当天由购物带来的庞大交通流量，也是由于商店的销售业绩使得他们可以在本财年剩余的日子中保持盈利。</p>\n<p>黑色星期五通常被看作是圣诞购物季节的开始。</p>\n<p><img src=\"https://static.tigerbbs.com/af950d731994581f416aa413e17585d3\" tg-width=\"450\" tg-height=\"281\" referrerpolicy=\"no-referrer\"></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>提醒：美股周四因感恩节休市，周五提前三小时收盘</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; 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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提醒：美股周四因感恩节休市，周五提前三小时收盘\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\">2021-11-22 11:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月25日（周四）是西方感恩节，美国包括美股在内的所有金融市场都休市1天。</p>\n<p>11月26日（周五）纽交所和纳斯达克将于当地时间下午1点（北京时间周六凌晨2点）提前收盘，交易时间为北京时间22:30-次日2:00，较常规收盘时间将提前3小时。</p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景补充：</b></p>\n<p>感恩节是美国和加拿大共有的节日，由美国首创，原意是为了感谢印第安人，后来人们常在这一天感谢他人。火鸡是感恩节的传统主菜。孩子们还模仿当年印第安人的模样穿上离奇古怪的服装，画上脸谱或戴上面具到街上唱歌、吹喇叭。</p>\n<p>自1941年起，感恩节被定为每年11月的第四个星期四。美国所有政府机构都将在感恩节这天休假，雇员正常发薪。纽交所与大部分金融市场及金融服务公司也在今天休假。</p>\n<p>感恩节之后的周五并非联邦法定节日，但除零售企业外的许多公司也在当天放假，学校也是如此。这天即通常俗称的“黑色星期五”，这种叫法出自当天由购物带来的庞大交通流量，也是由于商店的销售业绩使得他们可以在本财年剩余的日子中保持盈利。</p>\n<p>黑色星期五通常被看作是圣诞购物季节的开始。</p>\n<p><img src=\"https://static.tigerbbs.com/af950d731994581f416aa413e17585d3\" tg-width=\"450\" tg-height=\"281\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af950d731994581f416aa413e17585d3","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104782147","content_text":"11月25日（周四）是西方感恩节，美国包括美股在内的所有金融市场都休市1天。\n11月26日（周五）纽交所和纳斯达克将于当地时间下午1点（北京时间周六凌晨2点）提前收盘，交易时间为北京时间22:30-次日2:00，较常规收盘时间将提前3小时。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景补充：\n感恩节是美国和加拿大共有的节日，由美国首创，原意是为了感谢印第安人，后来人们常在这一天感谢他人。火鸡是感恩节的传统主菜。孩子们还模仿当年印第安人的模样穿上离奇古怪的服装，画上脸谱或戴上面具到街上唱歌、吹喇叭。\n自1941年起，感恩节被定为每年11月的第四个星期四。美国所有政府机构都将在感恩节这天休假，雇员正常发薪。纽交所与大部分金融市场及金融服务公司也在今天休假。\n感恩节之后的周五并非联邦法定节日，但除零售企业外的许多公司也在当天放假，学校也是如此。这天即通常俗称的“黑色星期五”，这种叫法出自当天由购物带来的庞大交通流量，也是由于商店的销售业绩使得他们可以在本财年剩余的日子中保持盈利。\n黑色星期五通常被看作是圣诞购物季节的开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874644428,"gmtCreate":1637771039667,"gmtModify":1637771039667,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874644428","repostId":"1174831733","repostType":4,"repost":{"id":"1174831733","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":1637767843,"share":"https://www.laohu8.com/m/news/1174831733?lang=&edition=full","pubTime":"2021-11-24 23:30","market":"other","language":"zh","title":"部分新能源车股走高，小鹏汽车涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174831733","media":"老虎资讯综合","summary":"11月24日，部分新能源车股走高，小鹏汽车涨超5%，理想汽车涨3.5%，小牛电动、图森未来涨3%，Nikola涨2.88%，特斯拉转涨。","content":"<p>11月24日，部分新能源车股走高，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超5%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨3.5%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、图森未来涨3%，Nikola涨2.88%，特斯拉转涨。</p>\n<p><img src=\"https://static.tigerbbs.com/062c7c3f9ccff6e0659f7638aa3c688e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>部分新能源车股走高，小鹏汽车涨超5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超5%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨3.5%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、图森未来涨3%，Nikola涨2.88%，特斯拉转涨。</p>\n<p><img src=\"https://static.tigerbbs.com/062c7c3f9ccff6e0659f7638aa3c688e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"XPEV":"小鹏汽车","BK4526":"热门中概股","NIU":"小牛电动","02015":"理想汽车-W","BK4558":"双十一","BK4099":"汽车制造商","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","09868":"小鹏汽车-W","TSLA":"特斯拉","LI":"理想汽车","BK4091":"摩托车制造商","BK4505":"高瓴资本持仓","BK4555":"新能源车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174831733","content_text":"11月24日，部分新能源车股走高，小鹏汽车涨超5%，理想汽车涨3.5%，小牛电动、图森未来涨3%，Nikola涨2.88%，特斯拉转涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":134205105,"gmtCreate":1622238138807,"gmtModify":1634182631022,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Comment and like tq","listText":"Comment and like tq","text":"Comment and like tq","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/134205105","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</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\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133475073,"gmtCreate":1621804126292,"gmtModify":1634186560987,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"今天<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>会涨吗？","listText":"今天<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>会涨吗？","text":"今天$Virgin Galactic(SPCE)$会涨吗？","images":[{"img":"https://static.tigerbbs.com/4ac7bc44b984b51da715d28abfa34178","width":"1080","height":"2288"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/133475073","isVote":1,"tweetType":1,"viewCount":2707,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546861336525583","authorId":"3546861336525583","name":"PPLilith","avatar":"https://static.tigerbbs.com/af7718362c16dc4ae61ca7150bd1b326","crmLevel":3,"crmLevelSwitch":1,"idStr":"3546861336525583","authorIdStr":"3546861336525583"},"content":"会起飞的！","text":"会起飞的！","html":"会起飞的！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":182755336,"gmtCreate":1623623734625,"gmtModify":1634031191438,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/182755336","repostId":"2142204074","repostType":4,"repost":{"id":"2142204074","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623441637,"share":"https://www.laohu8.com/m/news/2142204074?lang=&edition=full","pubTime":"2021-06-12 04:00","market":"us","language":"en","title":"S&P ekes out gains to close languid week","url":"https://stock-news.laohu8.com/highlight/detail?id=2142204074","media":"Reuters","summary":"NEW YORK, June 11  - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th","content":"<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</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>S&P ekes out gains to close languid week</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\">\nS&P ekes out gains to close languid week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-12 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SH":"标普500反向ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","OEX":"标普100","SQQQ":"纳指三倍做空ETF","DXD":"道指两倍做空ETF","PSQ":"纳指反向ETF","DDM":"道指两倍做多ETF","QLD":"纳指两倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","DJX":"1/100道琼斯","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","DOG":"道指反向ETF","QQQ":"纳指100ETF","QID":"纳指两倍做空ETF","UPRO":"三倍做多标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142204074","content_text":"NEW YORK, June 11 (Reuters) - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.\nEconomically sensitive smallcaps and transports notched solid gains, outperforming the broader market.\nFor the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.\nBut the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.\n\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"\n\"So, investors are going to wait until earnings season.\"\nThe Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.\nInvestors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.\n\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.\nBenchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.\nThe Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's\nAlzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.\nBiogen shares, along with the broader healthcare sector ended the session lower.\nUnofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite added 49.09 points, or 0.35%, to 14,069.42.\nAmong the 11 major sectors in the S&P 500, healthcare suffered the biggest percentage drop.\nMuch of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.\nBut meme stock moves were more muted on Friday, with AMC Entertainment outperforming.\n(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134557248,"gmtCreate":1622250299484,"gmtModify":1634102819897,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"[微笑]&nbsp;//<a href=\"https://laohu8.com/U/10000000000007340\">@Danny521</a>: [强]&nbsp;[强]&nbsp;","listText":"[微笑]&nbsp;//<a href=\"https://laohu8.com/U/10000000000007340\">@Danny521</a>: [强]&nbsp;[强]&nbsp;","text":"[微笑] //@Danny521: [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/134557248","repostId":"337825584","repostType":1,"repost":{"id":337825584,"gmtCreate":1611120175444,"gmtModify":1703748121208,"author":{"id":"3515627051568386","authorId":"3515627051568386","name":"直击业绩会","avatar":"https://static.tigerbbs.com/6cc211c0c1b0a527888a896b6b9b0e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515627051568386","authorIdStr":"3515627051568386"},"themes":[],"title":"奈飞2020Q4业绩电话会议记录（下）","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> &nbsp;<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216109411009775%22%7D\" target=\"_blank\">业绩会回放</a> 坎南·文卡特什瓦尔 而且，当您制作这些标题时，您在内容创建方面的财务模型方面进行了创新，相对于过去的内容缺陷财务模型而言，它具有成本和结构上的优势。当您执行所要进行的输出类型和所执行的数量时，存在着随着时间的流逝而降低收益的风险，因为工作室在某些方面确实没有不利之处来创建此内容成本加基础？相对于您在创业初期进行原创时，在这种规模下有意义吗？ 泰德·萨兰多斯（Ted Sarandos） 我认为是的。我们看到它每年扩大一倍以上，并且在项目范围，项目野心和项目执行方面都在继续扩大。而且我确实认为，如果您考虑到相对于少数为工作室赚取巨额回报的作品而带来的财务回报，而不是相对于几百个收支平衡的作品而言，这是一个不错的模型，这对于制片人来说是一个很好的模型。对于这样的电影制片人，我们可以日以继夜地支持它，并且在某些情况下进行原本很难制作的项目，这对于电影制片人来说，仅仅采用这种模式确实令人鼓舞。 坎南·文卡特什瓦尔 考虑到您现在正在处理的电影的种类以及由于COVID的原因，不仅在Netflix，而且在整个行业，电影的发行模式都发生了重大变化，这在某种程度上确实创造了新的分销渠道适合您吗？如果[听不清]发行版或更短的发行版变得更可接受，那么您是否有可能在很短的窗口上充分利用发行量更大的票房？在某个时候，这是否会成为新的收入来源？ 泰德·萨兰多斯（Ted Sarandos） Kannan","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> &nbsp;<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216109411009775%22%7D\" target=\"_blank\">业绩会回放</a> 坎南·文卡特什瓦尔 而且，当您制作这些标题时，您在内容创建方面的财务模型方面进行了创新，相对于过去的内容缺陷财务模型而言，它具有成本和结构上的优势。当您执行所要进行的输出类型和所执行的数量时，存在着随着时间的流逝而降低收益的风险，因为工作室在某些方面确实没有不利之处来创建此内容成本加基础？相对于您在创业初期进行原创时，在这种规模下有意义吗？ 泰德·萨兰多斯（Ted Sarandos） 我认为是的。我们看到它每年扩大一倍以上，并且在项目范围，项目野心和项目执行方面都在继续扩大。而且我确实认为，如果您考虑到相对于少数为工作室赚取巨额回报的作品而带来的财务回报，而不是相对于几百个收支平衡的作品而言，这是一个不错的模型，这对于制片人来说是一个很好的模型。对于这样的电影制片人，我们可以日以继夜地支持它，并且在某些情况下进行原本很难制作的项目，这对于电影制片人来说，仅仅采用这种模式确实令人鼓舞。 坎南·文卡特什瓦尔 考虑到您现在正在处理的电影的种类以及由于COVID的原因，不仅在Netflix，而且在整个行业，电影的发行模式都发生了重大变化，这在某种程度上确实创造了新的分销渠道适合您吗？如果[听不清]发行版或更短的发行版变得更可接受，那么您是否有可能在很短的窗口上充分利用发行量更大的票房？在某个时候，这是否会成为新的收入来源？ 泰德·萨兰多斯（Ted Sarandos） Kannan","text":"$Netflix, Inc.(NFLX)$ 业绩会回放 坎南·文卡特什瓦尔 而且，当您制作这些标题时，您在内容创建方面的财务模型方面进行了创新，相对于过去的内容缺陷财务模型而言，它具有成本和结构上的优势。当您执行所要进行的输出类型和所执行的数量时，存在着随着时间的流逝而降低收益的风险，因为工作室在某些方面确实没有不利之处来创建此内容成本加基础？相对于您在创业初期进行原创时，在这种规模下有意义吗？ 泰德·萨兰多斯（Ted Sarandos） 我认为是的。我们看到它每年扩大一倍以上，并且在项目范围，项目野心和项目执行方面都在继续扩大。而且我确实认为，如果您考虑到相对于少数为工作室赚取巨额回报的作品而带来的财务回报，而不是相对于几百个收支平衡的作品而言，这是一个不错的模型，这对于制片人来说是一个很好的模型。对于这样的电影制片人，我们可以日以继夜地支持它，并且在某些情况下进行原本很难制作的项目，这对于电影制片人来说，仅仅采用这种模式确实令人鼓舞。 坎南·文卡特什瓦尔 考虑到您现在正在处理的电影的种类以及由于COVID的原因，不仅在Netflix，而且在整个行业，电影的发行模式都发生了重大变化，这在某种程度上确实创造了新的分销渠道适合您吗？如果[听不清]发行版或更短的发行版变得更可接受，那么您是否有可能在很短的窗口上充分利用发行量更大的票房？在某个时候，这是否会成为新的收入来源？ 泰德·萨兰多斯（Ted Sarandos） Kannan","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337825584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137151718,"gmtCreate":1622332016934,"gmtModify":1634102338747,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Comment and like plz, thank you","listText":"Comment and like plz, thank you","text":"Comment and like plz, thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/137151718","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</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\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134202141,"gmtCreate":1622238047383,"gmtModify":1634182631855,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Comment and like, thanks","listText":"Comment and like, thanks","text":"Comment and like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/134202141","repostId":"2138488778","repostType":4,"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110445361,"gmtCreate":1622501049354,"gmtModify":1634101148481,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","listText":"[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","text":"[看涨] [看涨] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/110445361","repostId":"2139453630","repostType":4,"repost":{"id":"2139453630","kind":"highlight","pubTimestamp":1622470503,"share":"https://www.laohu8.com/m/news/2139453630?lang=&edition=full","pubTime":"2021-05-31 22:15","market":"us","language":"en","title":"Forget the Stock Split, 3 Reasons NVIDIA Could Continue to Climb in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2139453630","media":"Motley Fool","summary":"2021 got off to a great start, and sales momentum is set to continue through the year.","content":"<p><b>NVIDIA </b>(NASDAQ:NVDA) got its year started with a bang. In the fiscal first quarter of 2021 (the three months ended May 2, 2021) revenue increased 84% year over year to $5.66 billion, and adjusted earnings per share were up 106%. Ahead of the quarterly update, the semiconductor designer announced a 4-for-1 stock split. While stock splits don't have a material impact on a business's valuation, investors struck an upbeat tone on the news. Shares are now up 175.8% since the start of 2020.</p>\n<p>Stock split aside, there's reason to believe NVIDIA's run isn't over. Chip demand is sky-high right now, and the company is a leader on multiple high-growth technology fronts. Let's look at three reasons why this stock could continue its upward movement in 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50890f6ac7c37200838d6b704d94b843\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>1. New gaming GPU upgrades are just getting started</h2>\n<p>NVIDIA got its start with high-end video game graphics, and the industry remains the company's largest market. Gaming sales were $2.76 billion in Q1, up a whopping 106% year over year. The surge is driven by the RTX 30 series GPUs released late last year. These advanced chips come standard with ray tracing and AI-enhanced graphics capabilities to help players get the most out of their gaming experience.</p>\n<p>With such a boom in video game sales, it might seem like this leading segment at NVIDIA would be headed for a slowdown. That time hasn't arrived yet. The hardware upgrade cycle is really just getting started. NVIDIA just recently announced the first batch of laptops with RTX GPUs are coming out this summer, which makes its new chips available to tens of millions more gamers worldwide. And to better address video game market demand, NVIDIA has built restrictions in the RTX 30 series to prevent these graphics processors from going to cryptocurrency mining outfits (the new CMP chips custom designed for the crypto market are out and are expected to haul in $400 million in sales next quarter).</p>\n<p>NVIDIA said it expects revenue to be about $6.3 billion in the second quarter, up 63% from a year ago at the midpoint. While cryptocurrency chips are contributing to this torrid pace of growth, the gaming and data center markets represent the lion's share of expansion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9378507973d9125501a4345d3317b24\" tg-width=\"700\" tg-height=\"367\"><span>New laptops featuring NVIDIA RTX 30 chips are coming soon. Image source: NVIDIA.</span></p>\n<h2>2. Complex data centers need new tech hardware</h2>\n<p>Speaking of data centers, this has quickly emerged as NVIDIA's second-largest vertical. Sales were $2.05 billion in Q1, up a more-than-respectable 79% year over year.</p>\n<p>Data centers operate behind the scenes but are critically important computing units in today's world. They operate the internet, mobile networks, the myriad of software services built and residing in them, and coordinate real-world activity like managing postal services and healthcare information. And in an increasingly sophisticated digital world, better hardware that is able to coordinate all this new data is needed. Lots of companies are adding GPUs to their data center designs as computing accelerators, or outright replacing older CPUs (central processing units) with faster and more energy-efficient GPUs. This is a space traditionally dominated by <b>Intel</b> (NASDAQ:INTC), but NVIDIA is gunning for the chip giant's haymaker. Last year, it unveiled a new data processing unit (DPU) and early in 2021 announced a CPU called Grace designed to pair with its GPUs and built from the ground up for modern data center applications like AI.</p>\n<p>Just like its gaming business, data centers are in the early stages of getting upgraded. CFO Colette Kress said on the earnings call that \"every industry is becoming a technology industry.\" There's no shortage of growth opportunity for NVIDIA, especially in cloud-based services and AI as companies unlock new capabilities and get more efficient in their operations using new chip tech.</p>\n<h2>3. NVIDIA is not just a hardware company anymore</h2>\n<p>NVIDIA of course makes money from the sale of its semiconductors. Licensing revenue from selling chip designs will get a big boost from the pending <a href=\"https://laohu8.com/S/ARMH\">ARM Holdings</a> acquisition (which Kress said is still on track to be completed by early 2022), but there's a lot more to NVIDIA's business model these days.</p>\n<p>Cloud-based recurring software-as-a-service (SaaS) revenue is a promising front for this chip company. Its auto industry platform is a prime example. Auto revenue was flat year over year in Q1 at $154 million as NVIDIA continues to exit commoditized vehicle infotainment hardware. But its Drive autonomous vehicle platform spans not just hardware but also software services, helping automakers and autonomous vehicle researchers advance self-driving and safety capabilities.</p>\n<p>Another example is Omniverse, a new collaborative software platform for designers and creators of all sorts. Omniverse has been in open beta but will have a commercial launch this summer for both individual users and enterprises. Kress said there have been over 17,000 downloads of the open beta so far, indicating robust demand for this SaaS-based business line in short order.</p>\n<p>Software sales will be a longer-term development for NVIDIA, but it nevertheless represents an exciting new outlet for this tech giant that pairs well with its leadership in GPUs. Innovation is firing on all cylinders at NVIDIA right now, and shares could continue their upward momentum through the back half of 2021 as growth continues at a rapid pace.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget the Stock Split, 3 Reasons NVIDIA Could Continue to Climb in 2021</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\">\nForget the Stock Split, 3 Reasons NVIDIA Could Continue to Climb in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 22:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/31/forget-stock-split-reasons-nvidia-could-climb/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ:NVDA) got its year started with a bang. In the fiscal first quarter of 2021 (the three months ended May 2, 2021) revenue increased 84% year over year to $5.66 billion, and adjusted ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/31/forget-stock-split-reasons-nvidia-could-climb/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/05/31/forget-stock-split-reasons-nvidia-could-climb/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139453630","content_text":"NVIDIA (NASDAQ:NVDA) got its year started with a bang. In the fiscal first quarter of 2021 (the three months ended May 2, 2021) revenue increased 84% year over year to $5.66 billion, and adjusted earnings per share were up 106%. Ahead of the quarterly update, the semiconductor designer announced a 4-for-1 stock split. While stock splits don't have a material impact on a business's valuation, investors struck an upbeat tone on the news. Shares are now up 175.8% since the start of 2020.\nStock split aside, there's reason to believe NVIDIA's run isn't over. Chip demand is sky-high right now, and the company is a leader on multiple high-growth technology fronts. Let's look at three reasons why this stock could continue its upward movement in 2021.\nImage source: Getty Images.\n1. New gaming GPU upgrades are just getting started\nNVIDIA got its start with high-end video game graphics, and the industry remains the company's largest market. Gaming sales were $2.76 billion in Q1, up a whopping 106% year over year. The surge is driven by the RTX 30 series GPUs released late last year. These advanced chips come standard with ray tracing and AI-enhanced graphics capabilities to help players get the most out of their gaming experience.\nWith such a boom in video game sales, it might seem like this leading segment at NVIDIA would be headed for a slowdown. That time hasn't arrived yet. The hardware upgrade cycle is really just getting started. NVIDIA just recently announced the first batch of laptops with RTX GPUs are coming out this summer, which makes its new chips available to tens of millions more gamers worldwide. And to better address video game market demand, NVIDIA has built restrictions in the RTX 30 series to prevent these graphics processors from going to cryptocurrency mining outfits (the new CMP chips custom designed for the crypto market are out and are expected to haul in $400 million in sales next quarter).\nNVIDIA said it expects revenue to be about $6.3 billion in the second quarter, up 63% from a year ago at the midpoint. While cryptocurrency chips are contributing to this torrid pace of growth, the gaming and data center markets represent the lion's share of expansion.\nNew laptops featuring NVIDIA RTX 30 chips are coming soon. Image source: NVIDIA.\n2. Complex data centers need new tech hardware\nSpeaking of data centers, this has quickly emerged as NVIDIA's second-largest vertical. Sales were $2.05 billion in Q1, up a more-than-respectable 79% year over year.\nData centers operate behind the scenes but are critically important computing units in today's world. They operate the internet, mobile networks, the myriad of software services built and residing in them, and coordinate real-world activity like managing postal services and healthcare information. And in an increasingly sophisticated digital world, better hardware that is able to coordinate all this new data is needed. Lots of companies are adding GPUs to their data center designs as computing accelerators, or outright replacing older CPUs (central processing units) with faster and more energy-efficient GPUs. This is a space traditionally dominated by Intel (NASDAQ:INTC), but NVIDIA is gunning for the chip giant's haymaker. Last year, it unveiled a new data processing unit (DPU) and early in 2021 announced a CPU called Grace designed to pair with its GPUs and built from the ground up for modern data center applications like AI.\nJust like its gaming business, data centers are in the early stages of getting upgraded. CFO Colette Kress said on the earnings call that \"every industry is becoming a technology industry.\" There's no shortage of growth opportunity for NVIDIA, especially in cloud-based services and AI as companies unlock new capabilities and get more efficient in their operations using new chip tech.\n3. NVIDIA is not just a hardware company anymore\nNVIDIA of course makes money from the sale of its semiconductors. Licensing revenue from selling chip designs will get a big boost from the pending ARM Holdings acquisition (which Kress said is still on track to be completed by early 2022), but there's a lot more to NVIDIA's business model these days.\nCloud-based recurring software-as-a-service (SaaS) revenue is a promising front for this chip company. Its auto industry platform is a prime example. Auto revenue was flat year over year in Q1 at $154 million as NVIDIA continues to exit commoditized vehicle infotainment hardware. But its Drive autonomous vehicle platform spans not just hardware but also software services, helping automakers and autonomous vehicle researchers advance self-driving and safety capabilities.\nAnother example is Omniverse, a new collaborative software platform for designers and creators of all sorts. Omniverse has been in open beta but will have a commercial launch this summer for both individual users and enterprises. Kress said there have been over 17,000 downloads of the open beta so far, indicating robust demand for this SaaS-based business line in short order.\nSoftware sales will be a longer-term development for NVIDIA, but it nevertheless represents an exciting new outlet for this tech giant that pairs well with its leadership in GPUs. Innovation is firing on all cylinders at NVIDIA right now, and shares could continue their upward momentum through the back half of 2021 as growth continues at a rapid pace.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600687737,"gmtCreate":1638147698285,"gmtModify":1638147698285,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>omicron!!!","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>omicron!!!","text":"$云顶新加坡(G13.SI)$omicron!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/600687737","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828249135,"gmtCreate":1633918991975,"gmtModify":1633918991975,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$胜科海事(S51.SI)$</a>值得投资吗？","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$胜科海事(S51.SI)$</a>值得投资吗？","text":"$胜科海事(S51.SI)$值得投资吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828249135","isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567764319813880","authorId":"3567764319813880","name":"JYo","avatar":"https://static.tigerbbs.com/afbbdf22ba1b73616f718d02ef90b9a7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3567764319813880","authorIdStr":"3567764319813880"},"content":"You mean buy and then sell to Temasek at the same price? Yes","text":"You mean buy and then sell to Temasek at the same price? Yes","html":"You mean buy and then sell to Temasek at the same price? Yes"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887354897,"gmtCreate":1631981548819,"gmtModify":1632804971530,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887354897","repostId":"2168717845","repostType":4,"repost":{"id":"2168717845","kind":"news","pubTimestamp":1631930700,"share":"https://www.laohu8.com/m/news/2168717845?lang=&edition=full","pubTime":"2021-09-18 10:05","market":"us","language":"en","title":"Endurance Acquisition Corp. Announces Closing of $200,000,000 Initial Public Offering","url":"https://stock-news.laohu8.com/highlight/detail?id=2168717845","media":"Business Wire","summary":"NEW YORK, September 17, 2021--(BUSINESS WIRE)--Endurance Acquisition Corp. (the \"Company\") announced","content":"<p><b>NEW YORK, September 17, 2021</b>--(BUSINESS WIRE)--<a href=\"https://laohu8.com/S/EDNCU\">Endurance Acquisition Corp.</a> (the \"Company\") announced today that it closed its initial public offering of 20,000,000 units at $10.00 per unit. The gross proceeds from the offering were $200 million before deducting underwriting discounts and estimated offering expenses. The units began trading on the Nasdaq Capital Market under the ticker symbol \"EDNCU\" on September 15, 2021. Each unit consists of <a href=\"https://laohu8.com/S/AONE.U\">one</a> Class A ordinary share of the Company and one-half of one redeemable warrant. Each whole warrant entitles the holder thereof to purchase one Class A ordinary share at a price of $11.50 per share, subject to adjustment. Only whole warrants are exercisable. Once the securities comprising the units begin separate trading, the Class A ordinary shares and redeemable warrants are expected to be listed on the Nasdaq Capital Market under the symbols \"EDNC\" and \"EDNCW,\" respectively.</p>\n<p>Endurance Acquisition Corp. is a blank check company, incorporated as a Cayman Islands exempted company for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or assets. The Company intends to focus its search for a target business operating in data infrastructure and analytics, with a primary focus on space and wireless industries and related technology and services, or \"space-based tech\" businesses. These businesses can be found across the platforms and sensors, mobile communications, Internet of Things and artificial intelligence and big data analytics sectors.</p>\n<p>Cantor Fitzgerald &amp; Co acted as sole book-running manager for the offering. Truist Securities acted as lead manager for the offering. The Company has granted the underwriter a 45-day option to purchase up to an additional 3,000,000 units at the initial public offering price to cover over-allotments, if any.</p>\n<p>The offering was made only by means of a prospectus. Copies of the prospectus may be obtained from Cantor Fitzgerald &amp; Co., Attn: Capital Markets, 499 Park Avenue, 5th Floor New York, New York 10022, Email: prospectus@cantor.com.</p>\n<p>The registration statement relating to the securities became effective on September 14, 2021. This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.</p>\n<p><b>Forward-Looking Statements</b></p>\n<p>This press release contains statements that constitute \"forward-looking statements,\" including with respect to the anticipated use of the net proceeds, the Company’s approach to and the types of businesses the Company will focus on in its search to identify a target it its initial business combination. No assurance can be given that the net proceeds of the offering will be used as indicated. Forward-looking statements are subject to numerous conditions, many of which are beyond the control of the Company, including those set forth in the \"Risk Factors\" section of the Company’s prospectus relating to the offering filed with the U.S. Securities and Exchange Commission (the \"SEC\"). Copies are available on the SEC’s website, www.sec.gov. The Company undertakes no obligation to update these statements for revisions or changes after the date of this release, except as required by law.</p>\n<p><b>About Endurance Acquisition Corp.</b></p>\n<p>Endurance Acquisition Corp. is a blank check company, incorporated as a Cayman Islands exempted company for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or assets. The Company intends to focus its search for a target business operating in data infrastructure and analytics, with a primary focus on space and wireless industries and related technology and services, or \"space-based tech\" businesses. The Company plans to leverage its management team’s, directors’, advisors’ and sponsor’s extensive experience across its target sectors to seek to identify attractive initial business combination opportunities.</p>","source":"yahoofinance","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>Endurance Acquisition Corp. Announces Closing of $200,000,000 Initial Public Offering</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\">\nEndurance Acquisition Corp. Announces Closing of $200,000,000 Initial Public Offering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/endurance-acquisition-corp-announces-closing-200500673.html><strong>Business Wire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK, September 17, 2021--(BUSINESS WIRE)--Endurance Acquisition Corp. (the \"Company\") announced today that it closed its initial public offering of 20,000,000 units at $10.00 per unit. The gross ...</p>\n\n<a href=\"https://finance.yahoo.com/news/endurance-acquisition-corp-announces-closing-200500673.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/endurance-acquisition-corp-announces-closing-200500673.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2168717845","content_text":"NEW YORK, September 17, 2021--(BUSINESS WIRE)--Endurance Acquisition Corp. (the \"Company\") announced today that it closed its initial public offering of 20,000,000 units at $10.00 per unit. The gross proceeds from the offering were $200 million before deducting underwriting discounts and estimated offering expenses. The units began trading on the Nasdaq Capital Market under the ticker symbol \"EDNCU\" on September 15, 2021. Each unit consists of one Class A ordinary share of the Company and one-half of one redeemable warrant. Each whole warrant entitles the holder thereof to purchase one Class A ordinary share at a price of $11.50 per share, subject to adjustment. Only whole warrants are exercisable. Once the securities comprising the units begin separate trading, the Class A ordinary shares and redeemable warrants are expected to be listed on the Nasdaq Capital Market under the symbols \"EDNC\" and \"EDNCW,\" respectively.\nEndurance Acquisition Corp. is a blank check company, incorporated as a Cayman Islands exempted company for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or assets. The Company intends to focus its search for a target business operating in data infrastructure and analytics, with a primary focus on space and wireless industries and related technology and services, or \"space-based tech\" businesses. These businesses can be found across the platforms and sensors, mobile communications, Internet of Things and artificial intelligence and big data analytics sectors.\nCantor Fitzgerald & Co acted as sole book-running manager for the offering. Truist Securities acted as lead manager for the offering. The Company has granted the underwriter a 45-day option to purchase up to an additional 3,000,000 units at the initial public offering price to cover over-allotments, if any.\nThe offering was made only by means of a prospectus. Copies of the prospectus may be obtained from Cantor Fitzgerald & Co., Attn: Capital Markets, 499 Park Avenue, 5th Floor New York, New York 10022, Email: prospectus@cantor.com.\nThe registration statement relating to the securities became effective on September 14, 2021. This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.\nForward-Looking Statements\nThis press release contains statements that constitute \"forward-looking statements,\" including with respect to the anticipated use of the net proceeds, the Company’s approach to and the types of businesses the Company will focus on in its search to identify a target it its initial business combination. No assurance can be given that the net proceeds of the offering will be used as indicated. Forward-looking statements are subject to numerous conditions, many of which are beyond the control of the Company, including those set forth in the \"Risk Factors\" section of the Company’s prospectus relating to the offering filed with the U.S. Securities and Exchange Commission (the \"SEC\"). Copies are available on the SEC’s website, www.sec.gov. The Company undertakes no obligation to update these statements for revisions or changes after the date of this release, except as required by law.\nAbout Endurance Acquisition Corp.\nEndurance Acquisition Corp. is a blank check company, incorporated as a Cayman Islands exempted company for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or assets. The Company intends to focus its search for a target business operating in data infrastructure and analytics, with a primary focus on space and wireless industries and related technology and services, or \"space-based tech\" businesses. The Company plans to leverage its management team’s, directors’, advisors’ and sponsor’s extensive experience across its target sectors to seek to identify attractive initial business combination opportunities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155677542,"gmtCreate":1625434023586,"gmtModify":1633940827717,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/155677542","repostId":"1160702483","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130629799,"gmtCreate":1621544664811,"gmtModify":1634188327340,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/130629799","repostId":"1114639105","repostType":4,"repost":{"id":"1114639105","kind":"news","pubTimestamp":1621524985,"share":"https://www.laohu8.com/m/news/1114639105?lang=&edition=full","pubTime":"2021-05-20 23:36","market":"us","language":"en","title":"Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1114639105","media":"Motley Fool","summary":"These tech giants might multiply your $5,000 investment substantially in the coming years.The Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.Advanced Micro Devices  stock has done even bet","content":"<p>These tech giants might multiply your $5,000 investment substantially in the coming years.</p>\n<p>The&nbsp;<b>Nasdaq-100 Technology Sector</b>&nbsp;index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.</p>\n<p><b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist&nbsp;<b>NVIDIA</b>(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c65cfc8b2918e175d465448db6ae7c\" tg-width=\"2000\" tg-height=\"1427\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. Advanced Micro Devices</b></p>\n<p>AMD's fortunes have&nbsp;changed big time&nbsp;over the past five years. A competitive product lineup has allowed it to&nbsp;take market share away&nbsp;from&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;in the x86 processor market, a trend that's expected to continue in the next five years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49fb00a03d9fc043669c6253b537fc8\" tg-width=\"720\" tg-height=\"387\"><span>AMD DATA BY YCHARTS</span></p>\n<p>AMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data&nbsp;from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.</p>\n<p>Meanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to&nbsp;jump as high as 50%&nbsp;in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage&nbsp;AMD enjoys over Intel, as well as&nbsp;Chipzilla's troubles&nbsp;with getting its latest chips out of the gate.</p>\n<p>AMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to&nbsp;power 50% more models&nbsp;this year and pave the way for more market share gains.</p>\n<p>Meanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the&nbsp;arrival of the EPYC chips&nbsp;has given it a big shot in the arm. AMD is poised to&nbsp;take away more market share&nbsp;from Intel in servers in the coming years and could make billions of dollars from this space.</p>\n<p>On the other hand, the arrival of the latest gaming consoles from&nbsp;<b>Sony</b>&nbsp;and&nbsp;<b>Microsoft</b>&nbsp;that are powered by AMD's chips is&nbsp;moving the needle in a big way&nbsp;for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected&nbsp;to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.</p>\n<p>What's more, AMD is reportedly getting&nbsp;80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect&nbsp;AMD to deliver almost 30% annual earnings growth over the next five years -- making it a&nbsp;top growth stock&nbsp;where one can park $5,000 right now, given that it is trading at less than 28 times&nbsp;forward earnings.</p>\n<p><b>2. NVIDIA</b></p>\n<p>NVIDIA has come a long way in the past five years. The chipmaker has&nbsp;branched out into&nbsp;several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and&nbsp;5G wireless networks&nbsp;from supplying graphics cards for gaming PCs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ad2c7070e39d4c3cca24654ff15c3d\" tg-width=\"720\" tg-height=\"387\"><span>NVDA DATA BY YCHARTS</span></p>\n<p>Gaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a&nbsp;massive upgrade cycle.</p>\n<p>NVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a&nbsp;huge performance bump&nbsp;at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards&nbsp;stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).</p>\n<p>The latest Ampere-based GPUs recorded&nbsp;an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released&nbsp;five years ago.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/248662e56d72ba00757a9c18076ebd6b\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>So, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates&nbsp;that 41.5 million discrete GPUs were sold in 2020, and NVIDIA&nbsp;dominated this market&nbsp;with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party&nbsp;estimates.</p>\n<p>Beyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins&nbsp;worth $8 billion&nbsp;for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.</p>\n<p>Throw in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.</p>\n<p>It recently announced&nbsp;the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion&nbsp;by 2023.</p>\n<p>So, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times&nbsp;forward earnings as compared to 2020's average multiple of 46.</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>Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years</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\">\nToday's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These tech giants might multiply your $5,000 investment substantially in the coming years.\nThe Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDX":"纳斯达克100指数","AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114639105","content_text":"These tech giants might multiply your $5,000 investment substantially in the coming years.\nThe Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.\nAdvanced Micro Devices (NASDAQ:AMD) stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist NVIDIA(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.\nIMAGE SOURCE: GETTY IMAGES.\n1. Advanced Micro Devices\nAMD's fortunes have changed big time over the past five years. A competitive product lineup has allowed it to take market share away from Intel (NASDAQ:INTC) in the x86 processor market, a trend that's expected to continue in the next five years.\nAMD DATA BY YCHARTS\nAMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.\nMeanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to jump as high as 50% in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage AMD enjoys over Intel, as well as Chipzilla's troubles with getting its latest chips out of the gate.\nAMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to power 50% more models this year and pave the way for more market share gains.\nMeanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the arrival of the EPYC chips has given it a big shot in the arm. AMD is poised to take away more market share from Intel in servers in the coming years and could make billions of dollars from this space.\nOn the other hand, the arrival of the latest gaming consoles from Sony and Microsoft that are powered by AMD's chips is moving the needle in a big way for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.\nWhat's more, AMD is reportedly getting 80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect AMD to deliver almost 30% annual earnings growth over the next five years -- making it a top growth stock where one can park $5,000 right now, given that it is trading at less than 28 times forward earnings.\n2. NVIDIA\nNVIDIA has come a long way in the past five years. The chipmaker has branched out into several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and 5G wireless networks from supplying graphics cards for gaming PCs.\nNVDA DATA BY YCHARTS\nGaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a massive upgrade cycle.\nNVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a huge performance bump at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).\nThe latest Ampere-based GPUs recorded an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released five years ago.\nIMAGE SOURCE: GETTY IMAGES.\nSo, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates that 41.5 million discrete GPUs were sold in 2020, and NVIDIA dominated this market with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party estimates.\nBeyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins worth $8 billion for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.\nThrow in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.\nIt recently announced the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion by 2023.\nSo, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times forward earnings as compared to 2020's average multiple of 46.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197292571,"gmtCreate":1621467853493,"gmtModify":1634188990848,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Please like and comment","listText":"Please like and comment","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/197292571","repostId":"1129952039","repostType":4,"repost":{"id":"1129952039","kind":"news","pubTimestamp":1621466041,"share":"https://www.laohu8.com/m/news/1129952039?lang=&edition=full","pubTime":"2021-05-20 07:14","market":"us","language":"en","title":"U.S. stocks drop after Fed minutes, crypto fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1129952039","media":"Reuters","summary":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal","content":"<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.</p><p>The S&amp;P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.</p><p>“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p>Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.</p><p>All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.</p><p>The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&amp;P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.</p><p>Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.</p><p>Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.</p><p>The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.</p><p>Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.</p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report</i></b></p><p><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">4.5 Billion Parcels Expanded Market Share to 20.4%</a></p><p><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS beats by $0.04, beats on revenue</a></p><p><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">Victoria's Secret parent L Brands swings to quarterly profit as sales rise</a></p><p><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">Cisco stock drops as higher costs amid chip shortage ding earnings outlook</a></p><p><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">Chip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets</a></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>U.S. stocks drop after Fed minutes, crypto fall</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\">\nU.S. stocks drop after Fed minutes, crypto fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129952039","content_text":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.Financial Report4.5 Billion Parcels Expanded Market Share to 20.4%KE Holdings EPS beats by $0.04, beats on revenueVictoria's Secret parent L Brands swings to quarterly profit as sales riseCisco stock drops as higher costs amid chip shortage ding earnings outlookChip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193369692,"gmtCreate":1620767213916,"gmtModify":1634196564387,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/193369692","repostId":"1148549916","repostType":4,"repost":{"id":"1148549916","kind":"news","pubTimestamp":1620718159,"share":"https://www.laohu8.com/m/news/1148549916?lang=&edition=full","pubTime":"2021-05-11 15:29","market":"us","language":"en","title":"Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1148549916","media":"zerohedge","summary":"Hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World, the lowest level since last November and in the 3rd percentile vs. the past five years.","content":"<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S&nbsp; Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p>Some more details from the Goldman reports:</p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis &amp; Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software &amp; Svcs by +4.7% (28th percentile) and U/W Semis &amp; Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><p><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&amp;P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&amp;P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><p><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p></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>Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks</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\">\nHedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 15:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S  Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148549916","content_text":"Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S  Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).Looking at the composition of hedge fund purchases,the overall GS Prime book was modestly net bought again in the past week(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes thatInfo Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.Some more details from the Goldman reports:Info Tech, the worst performing sector this week,was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis & Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.From an industry group standpoint, hedge funds are still O/W Software & Svcs by +4.7% (28th percentile) and U/W Semis & Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectivelyAnd while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&P 500,which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118767714,"gmtCreate":1622762869738,"gmtModify":1634098358161,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"还会涨吗？","listText":"还会涨吗？","text":"还会涨吗？","images":[{"img":"https://static.tigerbbs.com/d64f9615a2c9268d0a446e6ba3bc9708","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/118767714","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":139359658,"gmtCreate":1621595008974,"gmtModify":1634187801766,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","listText":"[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","text":"[看涨] [看涨] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/139359658","repostId":"1146055723","repostType":4,"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193360790,"gmtCreate":1620767064210,"gmtModify":1634196565101,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"No.....","listText":"No.....","text":"No.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193360790","repostId":"1199341916","repostType":4,"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151662021,"gmtCreate":1625087747063,"gmtModify":1633945053800,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/151662021","repostId":"1105779613","repostType":4,"repost":{"id":"1105779613","kind":"news","pubTimestamp":1625062867,"share":"https://www.laohu8.com/m/news/1105779613?lang=&edition=full","pubTime":"2021-06-30 22:21","market":"us","language":"en","title":"Tesla Stall Shows Wall Street Rift on Stratospheric Stock Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1105779613","media":"Bloomberg","summary":"One analyst sees it rising to $1,200, another tumbling to $150. Competitive threats build after meteoric 2020 stock surge. Few companies have been as polarizing on Wall Street as Tesla Inc.-- and the lackluster run this year has done nothing to lessen it.To Piper Sandler & Co.’s Alexander Potter, the company’s potential dominance of the electric-car business warrants a $1,200 stock-price target, nearly double its $680.76 close on Tuesday. To Craig Irwin of Roth Capital Partners, as rivals move t","content":"<ul>\n <li>One analyst sees it rising to $1,200, another tumbling to $150</li>\n <li>Competitive threats build after meteoric 2020 stock surge</li>\n</ul>\n<p>Few companies have been as polarizing on Wall Street as&nbsp;Tesla Inc.-- and the lackluster run this year has done nothing to lessen it.</p>\n<p>To&nbsp;Piper Sandler &amp; Co.’s Alexander Potter, the company’s potential dominance of the electric-car business&nbsp;warrants&nbsp;a $1,200 stock-price target, nearly double its $680.76 close on Tuesday. To Craig Irwin of Roth Capital Partners, as rivals move to pick off a head start that turned Tesla into the world’s most highly valued car company, the stock will sink to $150.</p>\n<p>The divergence illustrates the tension that has sent Tesla shares toward a 4% loss during the first half of the year even as rival automakers surged ahead. That’s a marked contrast to its more than 8-fold jump last year and reflects investors’ doubts about heady growth expectations for the company in the face of stronger competitive threats and signs of a sales slowdown in China.</p>\n<p>“For a long time Tesla was the only credible player in the high-quality EV market, and we are seeing that starting to change,” said JoAnne Feeney, portfolio manager atAdvisorsCapital Management, who said the company’s current valuation assumes it will become the biggest seller of cars in the U.S. “That seems to be an awful lot to ask.”</p>\n<p><img src=\"https://static.tigerbbs.com/fb8f7a35e4b2bc516159737958ead3d4\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla sold about half a million cars worldwide in 2020, accounting for a fraction of even the 14.5 million light vehicles sold in the U.S., and it’s facing threats from traditional automakers such as&nbsp;General Motors Co.,Ford Motor Co.&nbsp;and&nbsp;Volkswagen AG&nbsp;that are launching their own electric-vehicle lineups. In China, Tesla’s lead over other startups has already started to shrink, according to&nbsp;UBS Group AG&nbsp;analyst Patrick Hummel.</p>\n<p>That competition poses a separate challenge to the company’s bottom line: Tesla has profited from selling carbon-offset credits to other carmakers that haven’t met their emissions targets. But the more its rivals’ sales of electric vehicles take off, the more that source of revenue will drop.</p>\n<p>Yet Tesla’s stock-market valuation is based on the expectation of steep growth, giving it little room for error. It’s currently trading at more than 650 times earnings per share, according to data compiled by Bloomberg. That compares with a multiple of 30 for the S&amp;P 500 Index.</p>\n<p>“Tesla’s market valuation is vastly over optimistic, ignoring the over 500 EV models that will be on the road by the end of 2025,” said&nbsp;Roth Capital’s Irwin. “Tesla does not operate in a vacuum and many companies have better technology.”</p>\n<p>The company will be reporting second-quarter delivery figures later this week, a major catalyst that analysts and investors will be keenly watching.</p>\n<p><img src=\"https://static.tigerbbs.com/6d2dd8d41a7f20e74bd44de1c344d6a0\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p>\n<p>But Tesla bulls are confident that the company’s valuation will be justified if it comes to dominate the industry, much like tech behemoths&nbsp;Alphabet Inc.,FaceBook Inc.&nbsp;and&nbsp;Amazon.com Inc&nbsp;.have come to lord over their’s.</p>\n<p>Others just see it as a pause for Tesla shares as investors come to terms with the surging valuation last year, when markets leaned heavily onto growth stocks as the pandemic shut down much of the global economy. That influx has started to shift this year in the so-called reflation trade, with funds moving back into stocks more likely to benefit from the recovery.</p>\n<p>Cathie Wood’s&nbsp;Ark Investment Management, which had a 0.6% stake in Tesla as of March 31 and is an ardent backer of the company, remains steadfast in its support despite the stock’s showing this year. Ark expects it to benefit from rising electric vehicle sales and sees even odds that it will deliver fully self-driven cars in four years.</p>\n<p>If all goes as planned? Ark forecasts the stock will reach $3,000 in 2025.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stall Shows Wall Street Rift on Stratospheric Stock Value</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\">\nTesla Stall Shows Wall Street Rift on Stratospheric Stock Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-30/tesla-stall-shows-wall-street-rift-on-stratospheric-stock-value?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One analyst sees it rising to $1,200, another tumbling to $150\nCompetitive threats build after meteoric 2020 stock surge\n\nFew companies have been as polarizing on Wall Street as Tesla Inc.-- and the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-30/tesla-stall-shows-wall-street-rift-on-stratospheric-stock-value?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-30/tesla-stall-shows-wall-street-rift-on-stratospheric-stock-value?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105779613","content_text":"One analyst sees it rising to $1,200, another tumbling to $150\nCompetitive threats build after meteoric 2020 stock surge\n\nFew companies have been as polarizing on Wall Street as Tesla Inc.-- and the lackluster run this year has done nothing to lessen it.\nTo Piper Sandler & Co.’s Alexander Potter, the company’s potential dominance of the electric-car business warrants a $1,200 stock-price target, nearly double its $680.76 close on Tuesday. To Craig Irwin of Roth Capital Partners, as rivals move to pick off a head start that turned Tesla into the world’s most highly valued car company, the stock will sink to $150.\nThe divergence illustrates the tension that has sent Tesla shares toward a 4% loss during the first half of the year even as rival automakers surged ahead. That’s a marked contrast to its more than 8-fold jump last year and reflects investors’ doubts about heady growth expectations for the company in the face of stronger competitive threats and signs of a sales slowdown in China.\n“For a long time Tesla was the only credible player in the high-quality EV market, and we are seeing that starting to change,” said JoAnne Feeney, portfolio manager atAdvisorsCapital Management, who said the company’s current valuation assumes it will become the biggest seller of cars in the U.S. “That seems to be an awful lot to ask.”\n\nTesla sold about half a million cars worldwide in 2020, accounting for a fraction of even the 14.5 million light vehicles sold in the U.S., and it’s facing threats from traditional automakers such as General Motors Co.,Ford Motor Co. and Volkswagen AG that are launching their own electric-vehicle lineups. In China, Tesla’s lead over other startups has already started to shrink, according to UBS Group AG analyst Patrick Hummel.\nThat competition poses a separate challenge to the company’s bottom line: Tesla has profited from selling carbon-offset credits to other carmakers that haven’t met their emissions targets. But the more its rivals’ sales of electric vehicles take off, the more that source of revenue will drop.\nYet Tesla’s stock-market valuation is based on the expectation of steep growth, giving it little room for error. It’s currently trading at more than 650 times earnings per share, according to data compiled by Bloomberg. That compares with a multiple of 30 for the S&P 500 Index.\n“Tesla’s market valuation is vastly over optimistic, ignoring the over 500 EV models that will be on the road by the end of 2025,” said Roth Capital’s Irwin. “Tesla does not operate in a vacuum and many companies have better technology.”\nThe company will be reporting second-quarter delivery figures later this week, a major catalyst that analysts and investors will be keenly watching.\n\nBut Tesla bulls are confident that the company’s valuation will be justified if it comes to dominate the industry, much like tech behemoths Alphabet Inc.,FaceBook Inc. and Amazon.com Inc .have come to lord over their’s.\nOthers just see it as a pause for Tesla shares as investors come to terms with the surging valuation last year, when markets leaned heavily onto growth stocks as the pandemic shut down much of the global economy. That influx has started to shift this year in the so-called reflation trade, with funds moving back into stocks more likely to benefit from the recovery.\nCathie Wood’s Ark Investment Management, which had a 0.6% stake in Tesla as of March 31 and is an ardent backer of the company, remains steadfast in its support despite the stock’s showing this year. Ark expects it to benefit from rising electric vehicle sales and sees even odds that it will deliver fully self-driven cars in four years.\nIf all goes as planned? Ark forecasts the stock will reach $3,000 in 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123910982,"gmtCreate":1624406268846,"gmtModify":1634006694503,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123910982","repostId":"2145664330","repostType":4,"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120100436,"gmtCreate":1624311509525,"gmtModify":1634008124640,"author":{"id":"3578129250739379","authorId":"3578129250739379","name":"tehcheong","avatar":"https://static.tigerbbs.com/c14ee1c980f4b6ec81f898cdf78bb91e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578129250739379","authorIdStr":"3578129250739379"},"themes":[],"htmlText":"[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","listText":"[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","text":"[看涨] [看涨] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120100436","repostId":"2145084835","repostType":4,"repost":{"id":"2145084835","kind":"highlight","pubTimestamp":1624280460,"share":"https://www.laohu8.com/m/news/2145084835?lang=&edition=full","pubTime":"2021-06-21 21:01","market":"us","language":"en","title":"5 Ultra-Popular Stocks Wall Street Views as Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=2145084835","media":"Motley Fool","summary":"If analysts are correct, these high-flying stocks will fizzle out over the next year.","content":"<p>Generally speaking, it pays to be bullish on Wall Street. Despite navigating its way through Black Monday in 1987, the dot-com bubble, the Great Recession, and more recently the coronavirus crash, the average annual total return for the benchmark <b>S&amp;P 500</b> since 1980, including dividends, is north of 11%.</p>\n<p>Not surprisingly, we see this optimism readily apparent in Wall Street's ratings on stocks. According to <b>FactSet</b>, more than half of all stocks carry a consensus buy rating, 38% have the equivalent of a hold rating, and just 7% are rated as sells. Yet, history shows that far more than 7% of stocks will eventually head lower.</p>\n<p>Based on Wall Street's consensus price targets, the following five ultra-popular stocks are all expected to lose value over the coming 12 months.</p>\n<p><img src=\"https://static.tigerbbs.com/b04ade705354c4825038c4dfcd0187d9\" tg-width=\"700\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Palantir Technologies: Implied downside of 12%</h3>\n<p>Since its direct listing in late September 2020, data-mining company <b>Palantir Technologies</b> (NYSE:PLTR) has been a favorite among growth and retail investors. But if Wall Street's <a href=\"https://laohu8.com/S/AONE\">one</a>-year consensus price target proves accurate, Palantir will head in reverse by up to 12%.</p>\n<p>The likeliest reason Wall Street is tempering expectations on Palantir is valuation. Specifically, Palantir ended June 17 with a market cap of nearly $48 billion, but is on track to bring in perhaps $1.5 billion in full-year sales in 2021. That's a multiple of about 32 times sales. Even if Palantir continues to grow its top-line at 30% annually, it could take years for this price-to-sales multiple to come down to anywhere close to the average for cloud stocks.</p>\n<p>Another possible concern is the growth potential for its government-focused Gotham platform. Big government contract wins in the U.S. have been primarily responsible for Palantir's exceptional growth rate. However, there remains an outside chance that President Joe Biden may curb funding to some of the federal agencies that employ Palantir's services.</p>\n<p>Over the long run, I'm optimistic and believe Palantir's platform is unlike anything else available. But tempering near-term expectations given its valuation premium may be warranted.</p>\n<p><img src=\"https://static.tigerbbs.com/a38605bee8e62f3e8aa414fa24278e7e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Moderna: Implied downside of 11%</h3>\n<p>Biotech stock <b>Moderna</b> (NASDAQ:MRNA) is arguably the biggest beneficiary of the coronavirus disease 2019 (COVID-19) pandemic. It's <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only three drugmakers to currently have their COVID-19 vaccine approved on an emergency-use authorization (EUA) basis in the United States. But if Wall Street's consensus 12-month price target is correct, it's stock is also on its way to a double-digit decline.</p>\n<p>Why the lack of love from Wall Street? The answer looks to be analysts looking to the future. While Moderna's COVID-19 vaccine is a mainstay in the U.S., and it's likely to play a clear role in other markets, time might prove the company's enemy. Over time, new vaccines are expected to come onto the scene, which'll eat away at Moderna's potential pool of patients.</p>\n<p>The other worry is that no one is exactly certain how long COVID-19 vaccine immunity will last. If it's a year, Moderna is unlikely to be the only drugmaker supplying booster shots. Meanwhile, if it's longer than a year, it means reduced sales opportunities for the company.</p>\n<p>Based solely on Wall Street's earnings per share consensus in 2021 and 2022, Moderna appears reasonably priced. But with the company staring down a potentially significant haircut in revenue next year as new drugmakers enter the space, caution is advised.</p>\n<p><img src=\"https://static.tigerbbs.com/07841e6a8173146a0fbfddf95a0f1ccb\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>GameStop: Implied downside of 71%</h3>\n<p>This will probably come as a shock to no one, but Reddit favorite <b>GameStop</b> (NYSE:GME) is fully expected to fall flat on its face. Even though Wall Street's consensus price target for the company has quintupled in recent months, it <i>still</i> implies up to 71% downside over the next year.</p>\n<p>The biggest issue for GameStop is that its valuation has completely detached from its underlying fundamentals. While it's not uncommon for stocks to trade on emotion for short periods of time, operating performance is what always dictates the long-term movement in the share price of a stock. When it comes to operating performance, GameStop has been a dud.</p>\n<p>Although the company's first-quarter fiscal results highlighted a 25% net sales increase from the prior-year period, total sales for the company have been falling precipitously for years. That's because video game retailer GameStop recognized the shift to digital gaming too late, and it's now stuck with its massive portfolio of brick-and-mortar gaming stores. Even though e-commerce sales have been a bright spot for the company, slashing costs and closing stores remains its No. 1 priority.</p>\n<p>With sufficient cash, bankruptcy isn't a concern for GameStop. But without any true top-line growth and the company still losing money, it's an impossible sell at its current price tag.</p>\n<p><img src=\"https://static.tigerbbs.com/c7ff785aa0040a5565d474390f58b47a\" tg-width=\"700\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Ocugen: Implied downside of 18%</h3>\n<p>Volatile clinical-stage biotech stock <b>Ocugen</b> (NASDAQ:OCGN) may also be in for an unpleasant next 12 months. The company behind an experimental COVID-19 vaccine (Covaxin) and a trio of internally developed eye-blindness candidates is expected to shed 18% of its value, if Wall Street's consensus price target is correct.</p>\n<p>Arguably the biggest issue for Ocugen is the clinical update the company issued on June 10 concerning Covaxin. Even though partner Bharat Biotech led a large clinical study in India that yielded an overall efficacy of 78%, along with 100% efficacy in preventing severe forms of COVID-19, Ocugen announced on June 10 that it would forgo seeking an EUA in the U.S. and would instead file for a biologics license application. In other words, Ocugen's path to a quick emergency approval in the U.S. just flew out the window.</p>\n<p>What's more, the U.S. Food and Drug Administration's requested additional information and data on Covaxin. This is a fancy of saying that Ocugen will very likely have to run a clinical study in the U.S. prior to submitting Covaxin for approval. That means added costs and an even longer wait before Ocugen has a chance to penetrate the lucrative U.S. market.</p>\n<p>Though it's impossible to predict how long COVID-19 vaccine immunity will last, Ocugen's chances of being a significant player in the U.S. COVID-19 vaccine space are dwindling.</p>\n<p><img src=\"https://static.tigerbbs.com/91f6037829ea3fb0ae1cae0b95d8d11e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>NVIDIA: Implied downside of 3%</h3>\n<p>Don't adjust your computer, laptop, or smartphone screens -- that really says <b>NVIDIA</b> (NASDAQ:NVDA). Following its incredible run higher (NVIDIA has doubled over the past year), graphics processing unit giant NVIDIA closed 3% above Wall Street's consensus price target, as of June 17.</p>\n<p>One reason for tempered expectations at this point has to be valuation. Even with NVIDIA crushing expectations and seeing strong PC gaming demand, sales growth is expected to slow from an estimated 49% in fiscal 2022 to a high single digit percentage in each of the next two fiscal years. In fact, the company closed at nearly 20 times projected sales for the current fiscal year. That's a bit optimistic given an expected sales growth slowdown.</p>\n<p>Perhaps the other reason Wall Street expects NVIDIA to go sideways is the company's cryptocurrency mining chip segment. While sales of crypto chips could hit $400 million in the current quarter, demand is entirely dependent on the hype surrounding digital currencies and the favorability of technical charts. Crypto is just as well known for its long bear markets as it is for the big gains it's delivered over the past decade. If another lull strikes, a fast-growing ancillary segment for NVIDA could easily become a drag.</p>\n<p>For what it's worth, I see no fundamental reasons to sell NVIDIA if you're already a long-term shareholder. But if you're on the outside looking in, I don't exactly see $746 as an attractive entry point, either.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Ultra-Popular Stocks Wall Street Views as Overvalued</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\">\n5 Ultra-Popular Stocks Wall Street Views as Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 21:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/21/5-ultra-popular-stocks-wall-street-view-overvalued/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Generally speaking, it pays to be bullish on Wall Street. Despite navigating its way through Black Monday in 1987, the dot-com bubble, the Great Recession, and more recently the coronavirus crash, the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/21/5-ultra-popular-stocks-wall-street-view-overvalued/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","OCGN":"Ocugen","PLTR":"Palantir Technologies Inc.","MRNA":"Moderna, Inc.","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/21/5-ultra-popular-stocks-wall-street-view-overvalued/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145084835","content_text":"Generally speaking, it pays to be bullish on Wall Street. Despite navigating its way through Black Monday in 1987, the dot-com bubble, the Great Recession, and more recently the coronavirus crash, the average annual total return for the benchmark S&P 500 since 1980, including dividends, is north of 11%.\nNot surprisingly, we see this optimism readily apparent in Wall Street's ratings on stocks. According to FactSet, more than half of all stocks carry a consensus buy rating, 38% have the equivalent of a hold rating, and just 7% are rated as sells. Yet, history shows that far more than 7% of stocks will eventually head lower.\nBased on Wall Street's consensus price targets, the following five ultra-popular stocks are all expected to lose value over the coming 12 months.\n\nImage source: Getty Images.\nPalantir Technologies: Implied downside of 12%\nSince its direct listing in late September 2020, data-mining company Palantir Technologies (NYSE:PLTR) has been a favorite among growth and retail investors. But if Wall Street's one-year consensus price target proves accurate, Palantir will head in reverse by up to 12%.\nThe likeliest reason Wall Street is tempering expectations on Palantir is valuation. Specifically, Palantir ended June 17 with a market cap of nearly $48 billion, but is on track to bring in perhaps $1.5 billion in full-year sales in 2021. That's a multiple of about 32 times sales. Even if Palantir continues to grow its top-line at 30% annually, it could take years for this price-to-sales multiple to come down to anywhere close to the average for cloud stocks.\nAnother possible concern is the growth potential for its government-focused Gotham platform. Big government contract wins in the U.S. have been primarily responsible for Palantir's exceptional growth rate. However, there remains an outside chance that President Joe Biden may curb funding to some of the federal agencies that employ Palantir's services.\nOver the long run, I'm optimistic and believe Palantir's platform is unlike anything else available. But tempering near-term expectations given its valuation premium may be warranted.\n\nImage source: Getty Images.\nModerna: Implied downside of 11%\nBiotech stock Moderna (NASDAQ:MRNA) is arguably the biggest beneficiary of the coronavirus disease 2019 (COVID-19) pandemic. It's one of only three drugmakers to currently have their COVID-19 vaccine approved on an emergency-use authorization (EUA) basis in the United States. But if Wall Street's consensus 12-month price target is correct, it's stock is also on its way to a double-digit decline.\nWhy the lack of love from Wall Street? The answer looks to be analysts looking to the future. While Moderna's COVID-19 vaccine is a mainstay in the U.S., and it's likely to play a clear role in other markets, time might prove the company's enemy. Over time, new vaccines are expected to come onto the scene, which'll eat away at Moderna's potential pool of patients.\nThe other worry is that no one is exactly certain how long COVID-19 vaccine immunity will last. If it's a year, Moderna is unlikely to be the only drugmaker supplying booster shots. Meanwhile, if it's longer than a year, it means reduced sales opportunities for the company.\nBased solely on Wall Street's earnings per share consensus in 2021 and 2022, Moderna appears reasonably priced. But with the company staring down a potentially significant haircut in revenue next year as new drugmakers enter the space, caution is advised.\n\nImage source: Getty Images.\nGameStop: Implied downside of 71%\nThis will probably come as a shock to no one, but Reddit favorite GameStop (NYSE:GME) is fully expected to fall flat on its face. Even though Wall Street's consensus price target for the company has quintupled in recent months, it still implies up to 71% downside over the next year.\nThe biggest issue for GameStop is that its valuation has completely detached from its underlying fundamentals. While it's not uncommon for stocks to trade on emotion for short periods of time, operating performance is what always dictates the long-term movement in the share price of a stock. When it comes to operating performance, GameStop has been a dud.\nAlthough the company's first-quarter fiscal results highlighted a 25% net sales increase from the prior-year period, total sales for the company have been falling precipitously for years. That's because video game retailer GameStop recognized the shift to digital gaming too late, and it's now stuck with its massive portfolio of brick-and-mortar gaming stores. Even though e-commerce sales have been a bright spot for the company, slashing costs and closing stores remains its No. 1 priority.\nWith sufficient cash, bankruptcy isn't a concern for GameStop. But without any true top-line growth and the company still losing money, it's an impossible sell at its current price tag.\n\nImage source: Getty Images.\nOcugen: Implied downside of 18%\nVolatile clinical-stage biotech stock Ocugen (NASDAQ:OCGN) may also be in for an unpleasant next 12 months. The company behind an experimental COVID-19 vaccine (Covaxin) and a trio of internally developed eye-blindness candidates is expected to shed 18% of its value, if Wall Street's consensus price target is correct.\nArguably the biggest issue for Ocugen is the clinical update the company issued on June 10 concerning Covaxin. Even though partner Bharat Biotech led a large clinical study in India that yielded an overall efficacy of 78%, along with 100% efficacy in preventing severe forms of COVID-19, Ocugen announced on June 10 that it would forgo seeking an EUA in the U.S. and would instead file for a biologics license application. In other words, Ocugen's path to a quick emergency approval in the U.S. just flew out the window.\nWhat's more, the U.S. Food and Drug Administration's requested additional information and data on Covaxin. This is a fancy of saying that Ocugen will very likely have to run a clinical study in the U.S. prior to submitting Covaxin for approval. That means added costs and an even longer wait before Ocugen has a chance to penetrate the lucrative U.S. market.\nThough it's impossible to predict how long COVID-19 vaccine immunity will last, Ocugen's chances of being a significant player in the U.S. COVID-19 vaccine space are dwindling.\n\nImage source: Getty Images.\nNVIDIA: Implied downside of 3%\nDon't adjust your computer, laptop, or smartphone screens -- that really says NVIDIA (NASDAQ:NVDA). Following its incredible run higher (NVIDIA has doubled over the past year), graphics processing unit giant NVIDIA closed 3% above Wall Street's consensus price target, as of June 17.\nOne reason for tempered expectations at this point has to be valuation. Even with NVIDIA crushing expectations and seeing strong PC gaming demand, sales growth is expected to slow from an estimated 49% in fiscal 2022 to a high single digit percentage in each of the next two fiscal years. In fact, the company closed at nearly 20 times projected sales for the current fiscal year. That's a bit optimistic given an expected sales growth slowdown.\nPerhaps the other reason Wall Street expects NVIDIA to go sideways is the company's cryptocurrency mining chip segment. While sales of crypto chips could hit $400 million in the current quarter, demand is entirely dependent on the hype surrounding digital currencies and the favorability of technical charts. Crypto is just as well known for its long bear markets as it is for the big gains it's delivered over the past decade. If another lull strikes, a fast-growing ancillary segment for NVIDA could easily become a drag.\nFor what it's worth, I see no fundamental reasons to sell NVIDIA if you're already a long-term shareholder. But if you're on the outside looking in, I don't exactly see $746 as an attractive entry point, either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}