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RyanLHL
2021-06-02
散户觉得自己在挑战花街,其实是花街让你们散户自相残杀而已。。。。老美年轻人穷疯了,赌性爆棚
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RyanLHL
2021-06-02
最近大盘蓝筹科技股应该是在等PE追股价。股市本来就是大放水后,整体PE爆炸,然后好股票高位盘整,烂股票暴跌
Apple: Breather Before Rush To New All-Time High
RyanLHL
2021-06-02
怎么读怎么像花街的讨要低价筹码的讨论。科技公司没有护城河,不行,不给你高估值。有了世界上最大的护城河,不行,你护城河太深,容易引起垄断纠纷。。。。。花街分析师**坏到家了
Why Apple Shares Are Being Pulled Sideways
RyanLHL
2021-05-26
比特币最大的问题就是大涨大跌引发的市场恐慌和焦虑。
一比吓一跳:企业下场炒币,谁血亏,谁暴赚?
RyanLHL
2021-05-20
币圈真是个法外之地,韭菜都觉得自己是the lucky one,殊不知自己底裤里面几根毛都被机构和交易所看的清清楚楚。
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RyanLHL
2021-05-17
好文好文,对马斯克以及他背后的企业,从无脑粉变成保持距离。这个世界不需要这种混乱制造者,他给这个世界带来的上海大于他给予这个世界的进步,很多人会因为他的一句话而悲惨一辈子。
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RyanLHL
2021-05-04
先被中国搞,再被中国的好朋友德国搞,特斯拉还想保持股价坚挺?怕是想得有点多了
【特斯拉(TSLA.US)跌3.5%】
RyanLHL
2021-05-04
到现在还在找真相就事论事??到现在官方和政府一句话都不说只是让事情发酵,你还在找真相?这就像讨论武汉市场还是研究中心谁背锅一样幼稚得好笑。
抱歉,原内容已删除
RyanLHL
2021-04-23
你先截个屏吧,没啥好说的。两年后见
Elon Musk thinks NASA’s goal of landing people on the moon by 2024 is ‘actually doable’
RyanLHL
2021-04-23
$特斯拉(TSLA)$
刚才股市整体一个小型闪崩是怎么回事???所以股票都几乎相同的模式在下跌。
去老虎APP查看更多动态
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人穷疯了,赌性爆棚","text":"散户觉得自己在挑战花街,其实是花街让你们散户自相残杀而已。。。。老美年轻人穷疯了,赌性爆棚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113529536","repostId":"1199015419","repostType":4,"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113566752,"gmtCreate":1622627020176,"gmtModify":1634099808562,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"最近大盘蓝筹科技股应该是在等PE追股价。股市本来就是大放水后,整体PE爆炸,然后好股票高位盘整,烂股票暴跌","listText":"最近大盘蓝筹科技股应该是在等PE追股价。股市本来就是大放水后,整体PE爆炸,然后好股票高位盘整,烂股票暴跌","text":"最近大盘蓝筹科技股应该是在等PE追股价。股市本来就是大放水后,整体PE爆炸,然后好股票高位盘整,烂股票暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113566752","repostId":"1198144513","repostType":2,"repost":{"id":"1198144513","pubTimestamp":1622619809,"share":"https://www.laohu8.com/m/news/1198144513?lang=&edition=full","pubTime":"2021-06-02 15:43","market":"us","language":"en","title":"Apple: Breather Before Rush To New All-Time High","url":"https://stock-news.laohu8.com/highlight/detail?id=1198144513","media":"seekingalpha","summary":"Summary\n\nApple's share price has tended to move sideways in recent months.\nThe current consolidation","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple's share price has tended to move sideways in recent months.</li>\n <li>The current consolidation offers an opportunity for investors who want to increase their stake in the company or initiate the first position.</li>\n <li>If the general sentiment remains intact (higher interest rates possible, but not yet foreseeable), then the current consolidation should only be a breather before the next all-time high.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c329fc4d7acb4ae6598b3f5dc195e102\" tg-width=\"768\" tg-height=\"512\"><span>Photo by prachanart/iStock Editorial via Getty ImagesIntroduction</span></p>\n<p>Apple's (AAPL) share price has tended to move sideways in recent months. From the all-time high in January 2021 of approx. $145, the stock has lost more than 10 percent in value, putting it at roughly the same level as in August 2020. This temporary price weakness is welcome after the nearly parabolic rise after the COVID-19 bottom. The overall performance is still good as, since March 2020, the price gains are still over 100 percent.</p>\n<p>This consolidation offers an opportunity for investors who want to increase their stake in the company or initiate the first position. On the other hand, the risk is that the share price will continue to correct. A look at history shows that the Apple share is moving very close to its historical multiples. The general market environment and its inflation concerns are likely to be decisive factors for the further course of the next share price movements.</p>\n<p>If the general sentiment remains intact (higher interest rates possible, but not yet foreseeable), then the current consolidation should only be a breather for Apple stock before the next peak storm.</p>\n<p><b>The breather</b></p>\n<p>We currently see a fairly consistent picture for tech stocks. After a brilliant share price performance, many of the high-flyers are running in a sideways phase. This applies, for example, to Amazon (AMZN), Microsoft (MSFT), Netflix (NFLX), and Salesforce (CRM). Only Facebook (FB) has recently broken out somewhat, but its overall performance is still in line with its \"peers\". This picture essentially shows that we are currently in a market phase in which good operating performance doesn't lead to rising share prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d20302528bd7007e3947e64815870f7\" tg-width=\"635\" tg-height=\"487\"><span>Data by YCharts</span></p>\n<p>We see here that the markets are still intact (at a high level). A rise in one sector is followed by consolidation and investors switching strategies to other sectors.</p>\n<p>Accordingly, a certain risk aversion is still present in the market. Theimportant rulehas not been forgotten that any further increase in the share price without an equivalent growth of the company's underlying business increases the investor's risk.</p>\n<p>This gives companies time to reduce a valuation that is too high. Apple, for example, was also able to reduce its valuation enormously during the consolidation phase of recent months. The P/E ratio has dropped from 40 to 27.</p>\n<p><b>Apple is a good company and a good investment</b></p>\n<p>A warm day does not make a summer, just as a good company is not automatically a good investment. I don't think we need to say much about the strength of Apple's business at this point. For a company that is a mature business, the company shines quarter after quarter with impressive growth figures.</p>\n<p>Some investors always complain that Apple does not develop revolutionary and disruptive products like the iPhone, but I think we're seeing something revolutionary with Apple processors right now.</p>\n<p>The M1 processor and its performance is a groundbreaking new experience for many consumers. You only have to look at reviews on YouTube about the MacBook Air, which has a better single-core performance than every Intel Mac that exists, to understand what Apple has created. Without going into the rumors about an Apple Car, I can say that I'm not worried about innovation at Apple.</p>\n<p><b>Is there enough fuel to reach the peak?</b></p>\n<p>The question remains whether there is still enough fuel to push Apple stock to a new all-time high. One obstacle could be too high a valuation. And even though we have seen that the picture here has improved strongly recently, a P/E ratio of almost 28 is not necessarily cheap. Nevertheless, we have to consider that Apple was sometimes (for example, in 2016) traded with a P/E ratio of approx. 10 (absolutely absurd from today's Captain Hindsight perspective).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b7d71091aadd322820423df003c1ed4\" tg-width=\"635\" tg-height=\"403\"><span>Data by YCharts</span></p>\n<p>So we can ask ourselves whether a P/E ratio of 28 is appropriate for a company like Apple. It helps to look at the company's expected future growth to put the still relatively high valuation into perspective. Analysts expect Apple's EPS to rise from $3.28 in 2020 to $5.13 in 2021 and over $5.93 in 2024. This would increase the profit accruing to shareholders by over 80 percent within four years. In this respect, the forward P/E ratio for the expected figures in 2021 is only 23.</p>\n<p>This brings us back to an area where I have less of a bellyache. Measured against the expected earnings for 2024, this even results in a P/E ratio of 20. In addition, we must not forget that Apple's forecasts are usually too low. The last time Apple missed the estimates was in Q2 2017. In Q2 2021, for example, the estimates for EPS were $0.99, Apple delivered $1.40. I think that the forecasts for the coming years are somewhat conservative from today's point of view, but that's perfectly okay). So there is enough fuel to justify further share price growth in the future because measured against the earnings figures expected in the medium term, Apple is not overvalued today. The same is true when we look at other companies in Apple's peer group.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667c7853ebdf31d0bd290fb2351e1f50\" tg-width=\"635\" tg-height=\"436\"><span>Data by YChartsUpside potential in concreto</span></p>\n<p>Even with a relatively conservative discounted cash flow analysis, Apple is not overvalued at the moment. For calculating the DCF, I take the expected revenue of approx. $370 billion for 2022 into account. In the following years, I expect Apple to increase sales by 10 percent a year. As I said, this is a rather conservative calculation that already includes some downside scenarios (see below for details).</p>\n<p>I also expect an improvement in the operating margin. Therefore, for my DCF calculation, I work with an operating margin between 14 and 15 percent for the coming years. So, overall, we have the following data for our DCF calculation. But that puts me in the good average range of the last few years. Apple's revenue growth averaged 14 percent per year in the previous ten years and almost 10 percent per year in the last three years. So my calculation already assumes that Apple will not maintain the growth pace of more than 20 percent that it has shown recently. So, overall, we have the following data for our DCF calculation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e0c2e0d8766e65fdac5c077f6a47740\" tg-width=\"640\" tg-height=\"448\"><span>DCF Model, source:www.alphaspread.com/estimates by author</span></p>\n<p>Based on my estimates, we see a fair intrinsic value of Apple's share at a share price of approx. $134. Compared to the current market price of $125, the company's shares are undervalued, offering an upside potential of 7 percent. That's not much, but it confirms my assessment above that the company is not overpriced.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50296d4f30b8e544d4abff4ef8394009\" tg-width=\"640\" tg-height=\"295\"><span>Source: alphaspread.com/estimates by author</span></p>\n<p><b>Downside risks</b></p>\n<p>Apple stock is back in buy territory. That's a good thing. Nevertheless, there are some risks investors should be aware of. On the one hand, we should keep an eye on the general market sentiment. The fear of rising interest rates is currently hanging over tech stocks like a sword of Damocles.</p>\n<p>But that's a thing we cannot influence. The best protection against such a \"higher rates\" scenario is to buy solid, profitable companies whose business does not suffer from higher rates and that do not have completely inflated multiples. And here, things are fine from my point of view. Apple has high but not fully decoupled multiples that will continue to unwind over the next few years, so we are essentially talking about medium-term risks here.</p>\n<p>In addition, the company has an excellent balance sheet. In this respect, the company can operate relatively independently of the interest rate environment. The interest-bearing debt of $121 billion is offset by cash and cash equivalents of almost $70 billion. After dividends, the company had nearly $60 billion of free cash flow left in 2020.</p>\n<p>I am also relatively relaxed about the risk of slower growth due to the re-opening after easing the lockdown restrictions. Some analysts have downgraded Apple's share price target to $90. They assume that Apple's iPhone sales will go down in 2021. The arguments are that Apple had already sold so many iPhones in 2020, and consumers would spend money on vacations, travel, and restaurants than on an upgrade.</p>\n<p>In the end, that is crystal ball reading. It's not entirely clear to me why past success precludes renewed success. Apple has often impressed with better-than-expected figures so far. Meanwhile, the other product can even cushion declines in iPhone sales. We could see this relatively clearly in Q1 2021, as iPhone sales fell by 3 percent due to the delayed launch of the iPhone 12. So yes, there may be fewer iPhone sales in 2021. But that's a short-term, trade-based view, which is fine but doesn't fit within the scope of this article and the author's investment approach.</p>\n<p><b>Conclusion</b></p>\n<p>Apple is not necessarily a bargain, but the recent consolidation has pushed the stock back into buyable territory. Market sentiment around concerns of rising inflation and interest rates remains a risk. Also, the opening of COVID-19 restrictions could slow down the growth rate somewhat. However, these are all rather short- and medium-term views, which are certainly interesting for swing traders and whatnot. As a long-term investor with a diversified portfolio, Apple is currently back on my list of potential buy candidates.</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>Apple: Breather Before Rush To New All-Time High</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\">\nApple: Breather Before Rush To New All-Time High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 15:43 GMT+8 <a href=https://seekingalpha.com/article/4432463-apple-breather-before-new-high><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple's share price has tended to move sideways in recent months.\nThe current consolidation offers an opportunity for investors who want to increase their stake in the company or initiate the...</p>\n\n<a href=\"https://seekingalpha.com/article/4432463-apple-breather-before-new-high\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4432463-apple-breather-before-new-high","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198144513","content_text":"Summary\n\nApple's share price has tended to move sideways in recent months.\nThe current consolidation offers an opportunity for investors who want to increase their stake in the company or initiate the first position.\nIf the general sentiment remains intact (higher interest rates possible, but not yet foreseeable), then the current consolidation should only be a breather before the next all-time high.\n\nPhoto by prachanart/iStock Editorial via Getty ImagesIntroduction\nApple's (AAPL) share price has tended to move sideways in recent months. From the all-time high in January 2021 of approx. $145, the stock has lost more than 10 percent in value, putting it at roughly the same level as in August 2020. This temporary price weakness is welcome after the nearly parabolic rise after the COVID-19 bottom. The overall performance is still good as, since March 2020, the price gains are still over 100 percent.\nThis consolidation offers an opportunity for investors who want to increase their stake in the company or initiate the first position. On the other hand, the risk is that the share price will continue to correct. A look at history shows that the Apple share is moving very close to its historical multiples. The general market environment and its inflation concerns are likely to be decisive factors for the further course of the next share price movements.\nIf the general sentiment remains intact (higher interest rates possible, but not yet foreseeable), then the current consolidation should only be a breather for Apple stock before the next peak storm.\nThe breather\nWe currently see a fairly consistent picture for tech stocks. After a brilliant share price performance, many of the high-flyers are running in a sideways phase. This applies, for example, to Amazon (AMZN), Microsoft (MSFT), Netflix (NFLX), and Salesforce (CRM). Only Facebook (FB) has recently broken out somewhat, but its overall performance is still in line with its \"peers\". This picture essentially shows that we are currently in a market phase in which good operating performance doesn't lead to rising share prices.\nData by YCharts\nWe see here that the markets are still intact (at a high level). A rise in one sector is followed by consolidation and investors switching strategies to other sectors.\nAccordingly, a certain risk aversion is still present in the market. Theimportant rulehas not been forgotten that any further increase in the share price without an equivalent growth of the company's underlying business increases the investor's risk.\nThis gives companies time to reduce a valuation that is too high. Apple, for example, was also able to reduce its valuation enormously during the consolidation phase of recent months. The P/E ratio has dropped from 40 to 27.\nApple is a good company and a good investment\nA warm day does not make a summer, just as a good company is not automatically a good investment. I don't think we need to say much about the strength of Apple's business at this point. For a company that is a mature business, the company shines quarter after quarter with impressive growth figures.\nSome investors always complain that Apple does not develop revolutionary and disruptive products like the iPhone, but I think we're seeing something revolutionary with Apple processors right now.\nThe M1 processor and its performance is a groundbreaking new experience for many consumers. You only have to look at reviews on YouTube about the MacBook Air, which has a better single-core performance than every Intel Mac that exists, to understand what Apple has created. Without going into the rumors about an Apple Car, I can say that I'm not worried about innovation at Apple.\nIs there enough fuel to reach the peak?\nThe question remains whether there is still enough fuel to push Apple stock to a new all-time high. One obstacle could be too high a valuation. And even though we have seen that the picture here has improved strongly recently, a P/E ratio of almost 28 is not necessarily cheap. Nevertheless, we have to consider that Apple was sometimes (for example, in 2016) traded with a P/E ratio of approx. 10 (absolutely absurd from today's Captain Hindsight perspective).\nData by YCharts\nSo we can ask ourselves whether a P/E ratio of 28 is appropriate for a company like Apple. It helps to look at the company's expected future growth to put the still relatively high valuation into perspective. Analysts expect Apple's EPS to rise from $3.28 in 2020 to $5.13 in 2021 and over $5.93 in 2024. This would increase the profit accruing to shareholders by over 80 percent within four years. In this respect, the forward P/E ratio for the expected figures in 2021 is only 23.\nThis brings us back to an area where I have less of a bellyache. Measured against the expected earnings for 2024, this even results in a P/E ratio of 20. In addition, we must not forget that Apple's forecasts are usually too low. The last time Apple missed the estimates was in Q2 2017. In Q2 2021, for example, the estimates for EPS were $0.99, Apple delivered $1.40. I think that the forecasts for the coming years are somewhat conservative from today's point of view, but that's perfectly okay). So there is enough fuel to justify further share price growth in the future because measured against the earnings figures expected in the medium term, Apple is not overvalued today. The same is true when we look at other companies in Apple's peer group.\nData by YChartsUpside potential in concreto\nEven with a relatively conservative discounted cash flow analysis, Apple is not overvalued at the moment. For calculating the DCF, I take the expected revenue of approx. $370 billion for 2022 into account. In the following years, I expect Apple to increase sales by 10 percent a year. As I said, this is a rather conservative calculation that already includes some downside scenarios (see below for details).\nI also expect an improvement in the operating margin. Therefore, for my DCF calculation, I work with an operating margin between 14 and 15 percent for the coming years. So, overall, we have the following data for our DCF calculation. But that puts me in the good average range of the last few years. Apple's revenue growth averaged 14 percent per year in the previous ten years and almost 10 percent per year in the last three years. So my calculation already assumes that Apple will not maintain the growth pace of more than 20 percent that it has shown recently. So, overall, we have the following data for our DCF calculation.\nDCF Model, source:www.alphaspread.com/estimates by author\nBased on my estimates, we see a fair intrinsic value of Apple's share at a share price of approx. $134. Compared to the current market price of $125, the company's shares are undervalued, offering an upside potential of 7 percent. That's not much, but it confirms my assessment above that the company is not overpriced.\nSource: alphaspread.com/estimates by author\nDownside risks\nApple stock is back in buy territory. That's a good thing. Nevertheless, there are some risks investors should be aware of. On the one hand, we should keep an eye on the general market sentiment. The fear of rising interest rates is currently hanging over tech stocks like a sword of Damocles.\nBut that's a thing we cannot influence. The best protection against such a \"higher rates\" scenario is to buy solid, profitable companies whose business does not suffer from higher rates and that do not have completely inflated multiples. And here, things are fine from my point of view. Apple has high but not fully decoupled multiples that will continue to unwind over the next few years, so we are essentially talking about medium-term risks here.\nIn addition, the company has an excellent balance sheet. In this respect, the company can operate relatively independently of the interest rate environment. The interest-bearing debt of $121 billion is offset by cash and cash equivalents of almost $70 billion. After dividends, the company had nearly $60 billion of free cash flow left in 2020.\nI am also relatively relaxed about the risk of slower growth due to the re-opening after easing the lockdown restrictions. Some analysts have downgraded Apple's share price target to $90. They assume that Apple's iPhone sales will go down in 2021. The arguments are that Apple had already sold so many iPhones in 2020, and consumers would spend money on vacations, travel, and restaurants than on an upgrade.\nIn the end, that is crystal ball reading. It's not entirely clear to me why past success precludes renewed success. Apple has often impressed with better-than-expected figures so far. Meanwhile, the other product can even cushion declines in iPhone sales. We could see this relatively clearly in Q1 2021, as iPhone sales fell by 3 percent due to the delayed launch of the iPhone 12. So yes, there may be fewer iPhone sales in 2021. But that's a short-term, trade-based view, which is fine but doesn't fit within the scope of this article and the author's investment approach.\nConclusion\nApple is not necessarily a bargain, but the recent consolidation has pushed the stock back into buyable territory. Market sentiment around concerns of rising inflation and interest rates remains a risk. Also, the opening of COVID-19 restrictions could slow down the growth rate somewhat. However, these are all rather short- and medium-term views, which are certainly interesting for swing traders and whatnot. As a long-term investor with a diversified portfolio, Apple is currently back on my list of potential buy candidates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113561442,"gmtCreate":1622626833486,"gmtModify":1634099809275,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"怎么读怎么像花街的讨要低价筹码的讨论。科技公司没有护城河,不行,不给你高估值。有了世界上最大的护城河,不行,你护城河太深,容易引起垄断纠纷。。。。。花街分析师**坏到家了","listText":"怎么读怎么像花街的讨要低价筹码的讨论。科技公司没有护城河,不行,不给你高估值。有了世界上最大的护城河,不行,你护城河太深,容易引起垄断纠纷。。。。。花街分析师**坏到家了","text":"怎么读怎么像花街的讨要低价筹码的讨论。科技公司没有护城河,不行,不给你高估值。有了世界上最大的护城河,不行,你护城河太深,容易引起垄断纠纷。。。。。花街分析师**坏到家了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113561442","repostId":"1182552954","repostType":2,"repost":{"id":"1182552954","pubTimestamp":1622623513,"share":"https://www.laohu8.com/m/news/1182552954?lang=&edition=full","pubTime":"2021-06-02 16:45","market":"us","language":"en","title":"Why Apple Shares Are Being Pulled Sideways","url":"https://stock-news.laohu8.com/highlight/detail?id=1182552954","media":"InvestorPlace","summary":"AAPL stock is feeling the effects of uncertainty surrounding tech companies\nLike the other cloud cza","content":"<p>AAPL stock is feeling the effects of uncertainty surrounding tech companies</p>\n<p>Like the other cloud czars,<b>Apple</b> (NASDAQ:<b><u>AAPL</u></b>) stock derives much of its power from its network of hyperscale data centers, its “cloud.”</p>\n<p>This makes it, like <b>Microsoft</b> (NASDAQ:<b><u>MSFT</u></b>),<b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>),<b>Alphabet</b>(NASDAQ:<b><u>GOOGL</u></b>) and <b>Facebook</b>(NASDAQ:<b><u>FB</u></b>), the economy’s landlord. Apple has powers akin to a government over developers and users.</p>\n<p>Since the start of 2021, investors have been trying to figure out what this means. Shares are down 6% since January, opening June 1 at $125. That’s a market cap of $2.08 billion, 28 times last year’s earnings, about 6.5 times this year’s expected sales of $325 billion.</p>\n<p>Compared to past years it’s a bargain. Apple stock has been falling gently even while revenues keep growing nearly 20% per year, at scale, and profits grow even faster. The question is whether the world’s most valuable tech company can retain its power.</p>\n<p><b>The Threats to AAPL Stock</b></p>\n<p>Apple’s growth has come under threat because, as Jimmy McMillan might say,“The rent’s too damned high.”</p>\n<p>Critics call it the “Apple tax” but it’s the rent Apple charges all developers in its App store. The model, which has been adopted by the other czars, and smaller companies, is being challenged in court by Epic Games. Epic’s case was first described as“flimsy.”That changed after Judge Yvonne Gonzalez Rogers got Apple CEO Tim Cook to admit that gaming’s in-app purchases, and Apple’s 30% cut,are subsidizing its whole free app ecosystem.</p>\n<p>European regulators are makinga similar charge on behalf of <b>Spotify</b>(NASDAQ:<b><u>SPOT</u></b>), calling the App store a monopoly. Apple’s treatment of <b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>), bending the rules on behalf of a big partner, haven’t helped its case. Apple’s willingness to bend, either to big partners or big governments, has created a cloud of doubt around its cloud profits.</p>\n<p><b>The Juggernaut</b></p>\n<p>Unlike Google, Facebook, or Microsoft, however, cloud services aren’t Apple’s big profit center. Service revenue in its most recent quarterly reported represented just 18% of revenue,down from 22% a year earlier.</p>\n<p>Apple remains a hardware juggernaut. It’s the fate of the iPhone that has two brokers screaming sell. While the iPhone 12 has been a hit, these analysts think its success is unsustainable.</p>\n<p>Apple’s margins on its hardware are lower than for services, but they’re still a massive 38%. These could even expand in the future, as it continues to design its own chips. A second benefit is that Apple chips let Apple unify the Mac and iPhone lines for the first time – one operating system to rule them all, without a manual.</p>\n<p>Apple’s iOS won’t just cover phones and PCs, but virtual reality goggles, home automation systems, and the Apple Watch, where it competes with the other czars. Facebook is the key competitor in goggles, Amazon in home automation and Google in wearables. The power of the cloud is leading to a war over your entire computing environment, and over time, everyone will have to choose a side. Once that happens, the czars can even commandyour wallet.</p>\n<p><b>The Bottom Line on AAPL Stock</b></p>\n<p>Apple is not a democracy. But your purchase of an iPhone represents a powerful consent for you to be governed by it.</p>\n<p>Apple may be forced to bend the knee to the most powerful governments, like China’s. But unless a government has its own, alternate tech ecosystem, Apple can’t be overthrown. But it’s not easy being a government. You’re responsible for enforcing all the laws you promulgate.</p>\n<p>Uncertainty over the fate of our tech overlords is slowly transforming them from growth stocks into value stocks. This includes Apple. Its price will continue to be move sideways, its PE dropping. But its growth and power will sustain continued long-term investment.</p>","source":"lsy1606302653667","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>Why Apple Shares Are Being Pulled Sideways</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\">\nWhy Apple Shares Are Being Pulled Sideways\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 16:45 GMT+8 <a href=https://investorplace.com/2021/06/aapl-stock-apple-faces-sideways-pressure/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AAPL stock is feeling the effects of uncertainty surrounding tech companies\nLike the other cloud czars,Apple (NASDAQ:AAPL) stock derives much of its power from its network of hyperscale data centers, ...</p>\n\n<a href=\"https://investorplace.com/2021/06/aapl-stock-apple-faces-sideways-pressure/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://investorplace.com/2021/06/aapl-stock-apple-faces-sideways-pressure/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182552954","content_text":"AAPL stock is feeling the effects of uncertainty surrounding tech companies\nLike the other cloud czars,Apple (NASDAQ:AAPL) stock derives much of its power from its network of hyperscale data centers, its “cloud.”\nThis makes it, like Microsoft (NASDAQ:MSFT),Amazon (NASDAQ:AMZN),Alphabet(NASDAQ:GOOGL) and Facebook(NASDAQ:FB), the economy’s landlord. Apple has powers akin to a government over developers and users.\nSince the start of 2021, investors have been trying to figure out what this means. Shares are down 6% since January, opening June 1 at $125. That’s a market cap of $2.08 billion, 28 times last year’s earnings, about 6.5 times this year’s expected sales of $325 billion.\nCompared to past years it’s a bargain. Apple stock has been falling gently even while revenues keep growing nearly 20% per year, at scale, and profits grow even faster. The question is whether the world’s most valuable tech company can retain its power.\nThe Threats to AAPL Stock\nApple’s growth has come under threat because, as Jimmy McMillan might say,“The rent’s too damned high.”\nCritics call it the “Apple tax” but it’s the rent Apple charges all developers in its App store. The model, which has been adopted by the other czars, and smaller companies, is being challenged in court by Epic Games. Epic’s case was first described as“flimsy.”That changed after Judge Yvonne Gonzalez Rogers got Apple CEO Tim Cook to admit that gaming’s in-app purchases, and Apple’s 30% cut,are subsidizing its whole free app ecosystem.\nEuropean regulators are makinga similar charge on behalf of Spotify(NASDAQ:SPOT), calling the App store a monopoly. Apple’s treatment of Netflix(NASDAQ:NFLX), bending the rules on behalf of a big partner, haven’t helped its case. Apple’s willingness to bend, either to big partners or big governments, has created a cloud of doubt around its cloud profits.\nThe Juggernaut\nUnlike Google, Facebook, or Microsoft, however, cloud services aren’t Apple’s big profit center. Service revenue in its most recent quarterly reported represented just 18% of revenue,down from 22% a year earlier.\nApple remains a hardware juggernaut. It’s the fate of the iPhone that has two brokers screaming sell. While the iPhone 12 has been a hit, these analysts think its success is unsustainable.\nApple’s margins on its hardware are lower than for services, but they’re still a massive 38%. These could even expand in the future, as it continues to design its own chips. A second benefit is that Apple chips let Apple unify the Mac and iPhone lines for the first time – one operating system to rule them all, without a manual.\nApple’s iOS won’t just cover phones and PCs, but virtual reality goggles, home automation systems, and the Apple Watch, where it competes with the other czars. Facebook is the key competitor in goggles, Amazon in home automation and Google in wearables. The power of the cloud is leading to a war over your entire computing environment, and over time, everyone will have to choose a side. Once that happens, the czars can even commandyour wallet.\nThe Bottom Line on AAPL Stock\nApple is not a democracy. But your purchase of an iPhone represents a powerful consent for you to be governed by it.\nApple may be forced to bend the knee to the most powerful governments, like China’s. But unless a government has its own, alternate tech ecosystem, Apple can’t be overthrown. But it’s not easy being a government. You’re responsible for enforcing all the laws you promulgate.\nUncertainty over the fate of our tech overlords is slowly transforming them from growth stocks into value stocks. This includes Apple. Its price will continue to be move sideways, its PE dropping. But its growth and power will sustain continued long-term investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138713756,"gmtCreate":1621962319075,"gmtModify":1634185120286,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"比特币最大的问题就是大涨大跌引发的市场恐慌和焦虑。","listText":"比特币最大的问题就是大涨大跌引发的市场恐慌和焦虑。","text":"比特币最大的问题就是大涨大跌引发的市场恐慌和焦虑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138713756","repostId":"1108487363","repostType":2,"repost":{"id":"1108487363","pubTimestamp":1621938831,"share":"https://www.laohu8.com/m/news/1108487363?lang=&edition=full","pubTime":"2021-05-25 18:33","market":"us","language":"zh","title":"一比吓一跳:企业下场炒币,谁血亏,谁暴赚?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108487363","media":"深链财经","summary":"本文统计分析了特斯拉、Nexon、美图以及MicroStrategy的比特币持仓数据。","content":"<p><i>编者按:本文统计分析了特斯拉、Nexon、美图以及MicroStrategy的比特币持仓数据。</i></p>\n<p>大部分企业机构的持币目的都是为了“对冲通胀,多元化投资组合,维持企业财政储备的长期购买力”。但我们认为不管企业机构的持币目的是什么,企业的入场都有利于推进比特币的采纳,实现比特币“数字黄金”、“价值存储”、“对冲通胀”的自我预言。</p>\n<p>如今比特币行情出现大幅回调,价格甚至回调到大部分机构入场前的价格,我们可以通过分析机构的持仓数据,进一步了解当前机构可能的情绪。</p>\n<p>近期比特币市场出现大幅回调,散户情绪也达到了极度恐慌,或许大多数散户在面对政策的利空以及行情回撤的双重打击中,已经老老实实交出了手中的筹码。</p>\n<p>现在,可能大部分人更加好奇的会是,机构恐慌了吗?</p>\n<p>的确,如今比特币行情出现大幅回调,价格甚至回调到大部分机构入场前的价格,想必大部分读者都跟我们一样,想要进一步了解这些企业机构的持仓成本、账面数据情况。</p>\n<p>本文我们就挑选几个有代表性的企业机构,来具体剖析一下它们的持币情况。</p>\n<p><b>「 企业持币情况 」</b></p>\n<p><b>Nexon</b></p>\n<p>4月28日,韩国网游巨头 Nexon 宣布已购买价值 1 亿美元的比特币,即:</p>\n<ul>\n <li><p><b>持币数量约为 1,717 枚比特币;</b></p></li>\n <li><p><b>持币成本约为 1 亿美元;</b></p></li>\n <li><p><b>单币持币成本为 58,226美元;</b></p></li>\n</ul>\n<p>Nexon 可以说很惨了,可能有些读者对 Nexon 有点陌生,但是它的作品大家肯定耳熟能详,如跑跑卡丁车、地下城与勇士等知名游戏IP。</p>\n<p>在官宣购买了比特币后,Nexon 总裁 & CEO 在 medium 上发表了文章,阐述了购买比特币背后的思考:</p>\n<p>Nexon 希望能够充分利用资本,代表其股东创造利润,促进业务增长。</p>\n<p>在当前全球经济大放水背景下,Nexon认为比特币是最可能保持其价值的现金形式之一,并指出了比特币的一些突出特性:稀缺性、强大的网络效用、创新性、高流动性和便利性。</p>\n<p>还好此前 Nexon 持有超过50亿美元的现金和现金等价物,而比特币持仓价值不到其现金总量的2%。面对这大幅亏损的资产,大家觉得 Nexon 是会加仓拉低成本呢?还是割肉呢?</p>\n<p><b>特斯拉</b></p>\n<p>2月8日,美国电动车制造商特斯拉宣布,已买入了价值15亿美元的比特币。</p>\n<p>3月24日,特斯拉美国官网显示,购买特斯拉汽车已支持使用比特币来付款,其实早在2月8日特斯拉提交给SEC的文件中,特斯拉就已表示,除了购买比特币,公司未来还将开始接受比特币支付,以换取其产品。</p>\n<p>4月27日,特斯拉宣布在第一季度时卖出了10%的比特币,获得2.72亿美金,获利1.01亿美金。</p>\n<p>由于当初特斯拉披露的文件没有说明买入的比特币数量,所以对其持仓数量并没有 100% 准确的保证,特斯拉的持币数量目前有两种来源:</p>\n<ol>\n <li><p>Bitcoin Treasuries 上预估的 48,000 枚 BTC;</p></li>\n <li><p>专业市场数据研究机构 Arcane Research 给出的数据 43053 枚 BTC,该数据也获得了 CoinDesk 的引用。</p></li>\n</ol>\n<p>本文倾向于选择后者,即特斯拉首次买入价值15亿美元的比特币,共 43053 枚 BTC;近期卖出 10% 的比特币,即:</p>\n<ul>\n <li><p><b>持币数量约为 38,747.7 枚 BTC;</b></p></li>\n <li><p><b>持币成本约为 12.28 亿美元;</b></p></li>\n <li><p><b>单币平均成本为 31,692 美元;</b></p></li>\n</ul>\n<p>值得注意的是,按照我们目前使用的数据源,本次特斯拉卖出的比特币平均单价为 63,177 美元,可谓是逃顶小能手了。</p>\n<p>当初特斯拉在披露文档中表示,购买比特币是为了“优化其投资组合的灵活性,进一步多元化和最大化公司储备现金的投资回报。”</p>\n<p>而对于这次卖出 10% 的比特币,马斯克表示,出售比特币是为了证明比特币在资产负债表上作为现金替代物的流动性,并且也认可了比特币的流动性。同时特斯拉 CFO 也表示,相信比特币的 “长期价值”,将继续投资比特币。</p>\n<p>而后来马斯克和特斯拉态度的突然倒戈也的确让人唏嘘,不断地在推特上就比特币的能源使用问题进行抨击,我们说马斯克的倒戈是行情大回调的导火线也不为过,当然,更让人气愤的是其踩比特币无脑捧狗狗币的行为,让无数币圈人大失所望。其中的阴谋论,我们普通人也无法去揣测。</p>\n<p>虽然行情暴跌,但马斯克也在推特上表示特斯拉不会卖出比特币也没有卖出比特币。而当前的暴跌马斯克也算自食其果,倘若特斯拉真的没有卖出比特币,那么当前的价格也没有高出其成本价多少。</p>\n<p>大家觉得,若比特币价格跌破特斯拉的持仓成本线,特斯拉会割肉卖出吗?或者,大家希望特斯拉卖出吗?</p>\n<p><b>美图</b></p>\n<p>3月5日,美图发布公告称,在公开市场交易中购买了约 379.12 枚比特币,成本约为 1790 万美元,单币成本约为 47,214 美元;也购买了 15,000 枚以太坊,成本约为 2210 万美元,单笔成本约为 1473 美元。</p>\n<p>3月17日,美图再次购买约 386.08 枚比特币,成本约为 2160 万美元,单币成本约为 55,947 美元;也购买了 16,000 枚以太坊,成本约为 2840 万美元,单币成本约为 1775 美元。</p>\n<p>4月8日,美图再次购买约 175.67 枚比特币,成本约为 1000 万美元,单币成本约为 56,924 美元。</p>\n<p>综上所述,美图的比特币持币数据大致为:</p>\n<ul>\n <li><p><b>持币数量约为 941 枚比特币;</b></p></li>\n <li><p><b>持币成本约为 4950 万美元;</b></p></li>\n <li><p><b>单币平均成本约为 52,603 美元;</b></p></li>\n</ul>\n<p>而美图的以太坊持币数据大致为:</p>\n<ul>\n <li><p><b>持币数量约为 3.1 万枚以太坊;</b></p></li>\n <li><p><b>持币成本约为 5,050 万美元;</b></p></li>\n <li><p><b>单币平均成本约为 1629 美元;</b></p></li>\n</ul>\n<p>让人唏嘘的是,同时做出的投资交易,持仓的比特币现在处于接近 30% 的亏损,而持仓的以太坊还尚有接近 20% 的收益。截止笔者撰稿时的价格数据,美图当前还是处于浮亏状态。</p>\n<p>若未来价格行情没有向好,那么美图这次押注加密货币就又是再度失利了。据了解,2018年美图开始发力区块链,但是比特币2018年暴跌80%,发力区块链的美图也和比特币走势如出一辙,自2017年12月以来累计下跌超80%。1000亿港元市值一度跌到不足100亿港元。</p>\n<p>美图公司在首次公开宣布购买加密货币时就表示,认为加密货币具有足够的升值空间,并且在此时通过将其部分现金储备金分配到加密货币,可以用作资金管理中分散持有现金的风险。</p>\n<p>但市场中大部分人认为,美图会投资加密货币,与其创始人蔡文胜自身的币圈经验密不可分。美图公司创始人蔡文胜早在2017年便多次涉及币圈,曾投资交易所OKEx,参与发币ZIP、BEC等,但2017年lCO时代后蔡文胜便逐渐淡出币圈。</p>\n<p>现如今美图的这笔投资再次陷入亏损,对本来就不好过的美图可谓是雪上加霜。</p>\n<p><b>MicroStrategy</b></p>\n<p>2020年8月11日,美国商务软件公司MicroStrategy宣布已经以 2.5 亿美元买入了约 21,454 枚比特币,单笔成本约为 11,653 美元。</p>\n<p>2020年9月14日,MicroStrategy宣布又以 1.75 亿美元买入了约 16,796枚比特币,单笔成本约为 10,419 美元。</p>\n<p>2020年12月3日,MicroStrategy宣布又以 5000 万美元买入了约 2,574 枚比特币,单笔成本约为 19,427 美元。</p>\n<p>2020年12月21日,MicroStrategy宣布又以 6.5 亿美元买入了约 29,646 枚比特币,单笔成本约为 21,9 25 美元。</p>\n<p>2021年1月22日,MicroStrategy宣布又以 1000 万美元买入约 314 枚比特币,单币成本约为 31,808 美元。</p>\n<p>2月2日,MicroStrategy宣布又以 1000 万美金购买了 295 枚比特币,单币成本约 33,808 美金。</p>\n<p>2月24日,MicroStrategy宣布又以 10.26 亿美金购买了 19,452 枚比特币,单币成本约 52,765 美金。</p>\n<p>3月1日,MicroStrategy宣布又以 1500 万美金购买了 328 枚比特币,单币成本约 45,710 美金。</p>\n<p>3月5日,MicroStrategy宣布又以 1000 万美金购买了 204 枚比特币,单币成本约 48,888 美金。</p>\n<p>3月12日,MicroStrategy宣布又以 1500 万美金购买了 262 枚比特币,单币成本约 57,146 美金。</p>\n<p>4月5日,MicroStrategy宣布又以 1500 万美元购买了约 253 枚比特币,单币成本约为 59,339 美元。</p>\n<p>5月13日,MicroStrategy宣布又以 1500 万美元购买了约 271 枚比特币,单币成本约为 55,387 美元。</p>\n<p>5月18日,MicroStrategy宣布又以 1000 万美元购买了约 229 枚比特币,单币成本约为 43,663 美元。</p>\n<p>目前尚未能找到每笔购买记录公告,不过根据MicroStrategy推特上的最新统计数据,MicroStrategy 目前的比特币持币数据大致为:</p>\n<ul>\n <li><p><b>持币数量约为92,079 枚比特币;</b></p></li>\n <li><p><b>持币成本约为 22.51 亿美元;</b></p></li>\n <li><p><b>单币平均成本约为 24,450 美元;</b></p></li>\n</ul>\n<p>MicroStrategy 的先发优势还是十分明显的,即使当前比特币的价格回撤超过了 40% ,但其依旧有接近 50% 的利润,可以说让其他机构十分羡慕了。</p>\n<p>最初,MicroStrategy领导层表示,考虑到西方国家的低利率以及应对疫情的财政刺激政策以及美元疲软,他们正在考虑比特币和其他加密资产。</p>\n<p>而几天后,他们就宣布购买了比特币。</p>\n<p>他们这一购买基本上就停不下来了,后来还以优先级可转换债券的形式筹集了9亿美元用于购买更多比特币。</p>\n<p>不过既然MicroStrategy买币的钱大部分都是发行可转债借来的钱,那么MicroStrategy有没有可能爆仓呢?也就是说,比特币跌到多少钱,MicroStrategy的净资产加上比特币的持有价格都不够偿还借来的外债呢?</p>\n<p>据了解,当前MicroStrategy的外债大约为 20.8 亿美元,而净资产只有 3.65 亿美元,我们忽略其他细节,当 92,079 枚比特币的价值少于(外债-净资产)时,就算 MicroStrategy 爆仓了,而这个价位大约为 18,625 美元。</p>\n<p>当然,这个价格是十分粗糙的推算,不过也能大致给我们作为一个可参考的爆仓线。</p>\n<p>你是希望MicroStrategy爆仓呢?还是不爆仓呢?</p>\n<p><b>「 企业买币对比特币的意义 」</b></p>\n<p>尽管如今行情暴跌,但是我们还是应该不忘初心,企业也一样。</p>\n<p>其实,大部分企业买币的动机都大致相同,就是“对冲通胀,多元化投资组合,维持企业财政储备的长期购买力”。</p>\n<p>而全球央行为了应对疫情所采取的量化宽松财政刺激政策,其实也是企业购买比特币的重要推手。</p>\n<p>全球货币大通胀,企业财政储备的美元价值不断被稀释,除了传统的对冲工具外,企业也急需新的工具资产来应对货币通胀;这时候,比特币作为“数字黄金”的叙事就奏效了。</p>\n<p><img src=\"https://static.tigerbbs.com/b4e5d6943fa945eb6e08a8822966ac13\" tg-width=\"600\" tg-height=\"454\" referrerpolicy=\"no-referrer\"></p>\n<p>比特币与其他大类资产的收益表现 | 来源:TokenInsight & CoinGecko</p>\n<p><img src=\"https://static.tigerbbs.com/b0bd27c3ffa5b6293ecdde2e133dc58b\" tg-width=\"560\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p>\n<p>比特币与其他大类资产的收益表现 | 来源:TokenInsight & CoinGecko</p>\n<p>通过上图我们可以很明显地看出,在过去一年多里,比特币的收益表现远超其他主要资产类别。开玩笑地说,企业也是被“涨服”了的。</p>\n<p>而现在,可以说到了考验企业信仰的时候了。市场基本上已经完成了对散户的考验,不坚定的散户也基本上都被洗下车了。</p>\n<p>你觉得哪些机构会焊死座位不下车,哪些机构未来会被甩下车呢?</p>","source":"lsy1570748372124","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一比吓一跳:企业下场炒币,谁血亏,谁暴赚?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一比吓一跳:企业下场炒币,谁血亏,谁暴赚?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 18:33 北京时间 <a href=https://www.jinse.com/blockchain/1099624.html><strong>深链财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按:本文统计分析了特斯拉、Nexon、美图以及MicroStrategy的比特币持仓数据。\n大部分企业机构的持币目的都是为了“对冲通胀,多元化投资组合,维持企业财政储备的长期购买力”。但我们认为不管企业机构的持币目的是什么,企业的入场都有利于推进比特币的采纳,实现比特币“数字黄金”、“价值存储”、“对冲通胀”的自我预言。\n如今比特币行情出现大幅回调,价格甚至回调到大部分机构入场前的价格,我们...</p>\n\n<a href=\"https://www.jinse.com/blockchain/1099624.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9712b6f035d7a01dae3855140d621802","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","01357":"美图公司","TSLA":"特斯拉"},"source_url":"https://www.jinse.com/blockchain/1099624.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108487363","content_text":"编者按:本文统计分析了特斯拉、Nexon、美图以及MicroStrategy的比特币持仓数据。\n大部分企业机构的持币目的都是为了“对冲通胀,多元化投资组合,维持企业财政储备的长期购买力”。但我们认为不管企业机构的持币目的是什么,企业的入场都有利于推进比特币的采纳,实现比特币“数字黄金”、“价值存储”、“对冲通胀”的自我预言。\n如今比特币行情出现大幅回调,价格甚至回调到大部分机构入场前的价格,我们可以通过分析机构的持仓数据,进一步了解当前机构可能的情绪。\n近期比特币市场出现大幅回调,散户情绪也达到了极度恐慌,或许大多数散户在面对政策的利空以及行情回撤的双重打击中,已经老老实实交出了手中的筹码。\n现在,可能大部分人更加好奇的会是,机构恐慌了吗?\n的确,如今比特币行情出现大幅回调,价格甚至回调到大部分机构入场前的价格,想必大部分读者都跟我们一样,想要进一步了解这些企业机构的持仓成本、账面数据情况。\n本文我们就挑选几个有代表性的企业机构,来具体剖析一下它们的持币情况。\n「 企业持币情况 」\nNexon\n4月28日,韩国网游巨头 Nexon 宣布已购买价值 1 亿美元的比特币,即:\n\n持币数量约为 1,717 枚比特币;\n持币成本约为 1 亿美元;\n单币持币成本为 58,226美元;\n\nNexon 可以说很惨了,可能有些读者对 Nexon 有点陌生,但是它的作品大家肯定耳熟能详,如跑跑卡丁车、地下城与勇士等知名游戏IP。\n在官宣购买了比特币后,Nexon 总裁 & CEO 在 medium 上发表了文章,阐述了购买比特币背后的思考:\nNexon 希望能够充分利用资本,代表其股东创造利润,促进业务增长。\n在当前全球经济大放水背景下,Nexon认为比特币是最可能保持其价值的现金形式之一,并指出了比特币的一些突出特性:稀缺性、强大的网络效用、创新性、高流动性和便利性。\n还好此前 Nexon 持有超过50亿美元的现金和现金等价物,而比特币持仓价值不到其现金总量的2%。面对这大幅亏损的资产,大家觉得 Nexon 是会加仓拉低成本呢?还是割肉呢?\n特斯拉\n2月8日,美国电动车制造商特斯拉宣布,已买入了价值15亿美元的比特币。\n3月24日,特斯拉美国官网显示,购买特斯拉汽车已支持使用比特币来付款,其实早在2月8日特斯拉提交给SEC的文件中,特斯拉就已表示,除了购买比特币,公司未来还将开始接受比特币支付,以换取其产品。\n4月27日,特斯拉宣布在第一季度时卖出了10%的比特币,获得2.72亿美金,获利1.01亿美金。\n由于当初特斯拉披露的文件没有说明买入的比特币数量,所以对其持仓数量并没有 100% 准确的保证,特斯拉的持币数量目前有两种来源:\n\nBitcoin Treasuries 上预估的 48,000 枚 BTC;\n专业市场数据研究机构 Arcane Research 给出的数据 43053 枚 BTC,该数据也获得了 CoinDesk 的引用。\n\n本文倾向于选择后者,即特斯拉首次买入价值15亿美元的比特币,共 43053 枚 BTC;近期卖出 10% 的比特币,即:\n\n持币数量约为 38,747.7 枚 BTC;\n持币成本约为 12.28 亿美元;\n单币平均成本为 31,692 美元;\n\n值得注意的是,按照我们目前使用的数据源,本次特斯拉卖出的比特币平均单价为 63,177 美元,可谓是逃顶小能手了。\n当初特斯拉在披露文档中表示,购买比特币是为了“优化其投资组合的灵活性,进一步多元化和最大化公司储备现金的投资回报。”\n而对于这次卖出 10% 的比特币,马斯克表示,出售比特币是为了证明比特币在资产负债表上作为现金替代物的流动性,并且也认可了比特币的流动性。同时特斯拉 CFO 也表示,相信比特币的 “长期价值”,将继续投资比特币。\n而后来马斯克和特斯拉态度的突然倒戈也的确让人唏嘘,不断地在推特上就比特币的能源使用问题进行抨击,我们说马斯克的倒戈是行情大回调的导火线也不为过,当然,更让人气愤的是其踩比特币无脑捧狗狗币的行为,让无数币圈人大失所望。其中的阴谋论,我们普通人也无法去揣测。\n虽然行情暴跌,但马斯克也在推特上表示特斯拉不会卖出比特币也没有卖出比特币。而当前的暴跌马斯克也算自食其果,倘若特斯拉真的没有卖出比特币,那么当前的价格也没有高出其成本价多少。\n大家觉得,若比特币价格跌破特斯拉的持仓成本线,特斯拉会割肉卖出吗?或者,大家希望特斯拉卖出吗?\n美图\n3月5日,美图发布公告称,在公开市场交易中购买了约 379.12 枚比特币,成本约为 1790 万美元,单币成本约为 47,214 美元;也购买了 15,000 枚以太坊,成本约为 2210 万美元,单笔成本约为 1473 美元。\n3月17日,美图再次购买约 386.08 枚比特币,成本约为 2160 万美元,单币成本约为 55,947 美元;也购买了 16,000 枚以太坊,成本约为 2840 万美元,单币成本约为 1775 美元。\n4月8日,美图再次购买约 175.67 枚比特币,成本约为 1000 万美元,单币成本约为 56,924 美元。\n综上所述,美图的比特币持币数据大致为:\n\n持币数量约为 941 枚比特币;\n持币成本约为 4950 万美元;\n单币平均成本约为 52,603 美元;\n\n而美图的以太坊持币数据大致为:\n\n持币数量约为 3.1 万枚以太坊;\n持币成本约为 5,050 万美元;\n单币平均成本约为 1629 美元;\n\n让人唏嘘的是,同时做出的投资交易,持仓的比特币现在处于接近 30% 的亏损,而持仓的以太坊还尚有接近 20% 的收益。截止笔者撰稿时的价格数据,美图当前还是处于浮亏状态。\n若未来价格行情没有向好,那么美图这次押注加密货币就又是再度失利了。据了解,2018年美图开始发力区块链,但是比特币2018年暴跌80%,发力区块链的美图也和比特币走势如出一辙,自2017年12月以来累计下跌超80%。1000亿港元市值一度跌到不足100亿港元。\n美图公司在首次公开宣布购买加密货币时就表示,认为加密货币具有足够的升值空间,并且在此时通过将其部分现金储备金分配到加密货币,可以用作资金管理中分散持有现金的风险。\n但市场中大部分人认为,美图会投资加密货币,与其创始人蔡文胜自身的币圈经验密不可分。美图公司创始人蔡文胜早在2017年便多次涉及币圈,曾投资交易所OKEx,参与发币ZIP、BEC等,但2017年lCO时代后蔡文胜便逐渐淡出币圈。\n现如今美图的这笔投资再次陷入亏损,对本来就不好过的美图可谓是雪上加霜。\nMicroStrategy\n2020年8月11日,美国商务软件公司MicroStrategy宣布已经以 2.5 亿美元买入了约 21,454 枚比特币,单笔成本约为 11,653 美元。\n2020年9月14日,MicroStrategy宣布又以 1.75 亿美元买入了约 16,796枚比特币,单笔成本约为 10,419 美元。\n2020年12月3日,MicroStrategy宣布又以 5000 万美元买入了约 2,574 枚比特币,单笔成本约为 19,427 美元。\n2020年12月21日,MicroStrategy宣布又以 6.5 亿美元买入了约 29,646 枚比特币,单笔成本约为 21,9 25 美元。\n2021年1月22日,MicroStrategy宣布又以 1000 万美元买入约 314 枚比特币,单币成本约为 31,808 美元。\n2月2日,MicroStrategy宣布又以 1000 万美金购买了 295 枚比特币,单币成本约 33,808 美金。\n2月24日,MicroStrategy宣布又以 10.26 亿美金购买了 19,452 枚比特币,单币成本约 52,765 美金。\n3月1日,MicroStrategy宣布又以 1500 万美金购买了 328 枚比特币,单币成本约 45,710 美金。\n3月5日,MicroStrategy宣布又以 1000 万美金购买了 204 枚比特币,单币成本约 48,888 美金。\n3月12日,MicroStrategy宣布又以 1500 万美金购买了 262 枚比特币,单币成本约 57,146 美金。\n4月5日,MicroStrategy宣布又以 1500 万美元购买了约 253 枚比特币,单币成本约为 59,339 美元。\n5月13日,MicroStrategy宣布又以 1500 万美元购买了约 271 枚比特币,单币成本约为 55,387 美元。\n5月18日,MicroStrategy宣布又以 1000 万美元购买了约 229 枚比特币,单币成本约为 43,663 美元。\n目前尚未能找到每笔购买记录公告,不过根据MicroStrategy推特上的最新统计数据,MicroStrategy 目前的比特币持币数据大致为:\n\n持币数量约为92,079 枚比特币;\n持币成本约为 22.51 亿美元;\n单币平均成本约为 24,450 美元;\n\nMicroStrategy 的先发优势还是十分明显的,即使当前比特币的价格回撤超过了 40% ,但其依旧有接近 50% 的利润,可以说让其他机构十分羡慕了。\n最初,MicroStrategy领导层表示,考虑到西方国家的低利率以及应对疫情的财政刺激政策以及美元疲软,他们正在考虑比特币和其他加密资产。\n而几天后,他们就宣布购买了比特币。\n他们这一购买基本上就停不下来了,后来还以优先级可转换债券的形式筹集了9亿美元用于购买更多比特币。\n不过既然MicroStrategy买币的钱大部分都是发行可转债借来的钱,那么MicroStrategy有没有可能爆仓呢?也就是说,比特币跌到多少钱,MicroStrategy的净资产加上比特币的持有价格都不够偿还借来的外债呢?\n据了解,当前MicroStrategy的外债大约为 20.8 亿美元,而净资产只有 3.65 亿美元,我们忽略其他细节,当 92,079 枚比特币的价值少于(外债-净资产)时,就算 MicroStrategy 爆仓了,而这个价位大约为 18,625 美元。\n当然,这个价格是十分粗糙的推算,不过也能大致给我们作为一个可参考的爆仓线。\n你是希望MicroStrategy爆仓呢?还是不爆仓呢?\n「 企业买币对比特币的意义 」\n尽管如今行情暴跌,但是我们还是应该不忘初心,企业也一样。\n其实,大部分企业买币的动机都大致相同,就是“对冲通胀,多元化投资组合,维持企业财政储备的长期购买力”。\n而全球央行为了应对疫情所采取的量化宽松财政刺激政策,其实也是企业购买比特币的重要推手。\n全球货币大通胀,企业财政储备的美元价值不断被稀释,除了传统的对冲工具外,企业也急需新的工具资产来应对货币通胀;这时候,比特币作为“数字黄金”的叙事就奏效了。\n\n比特币与其他大类资产的收益表现 | 来源:TokenInsight & CoinGecko\n\n比特币与其他大类资产的收益表现 | 来源:TokenInsight & CoinGecko\n通过上图我们可以很明显地看出,在过去一年多里,比特币的收益表现远超其他主要资产类别。开玩笑地说,企业也是被“涨服”了的。\n而现在,可以说到了考验企业信仰的时候了。市场基本上已经完成了对散户的考验,不坚定的散户也基本上都被洗下车了。\n你觉得哪些机构会焊死座位不下车,哪些机构未来会被甩下车呢?","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130350664,"gmtCreate":1621514784058,"gmtModify":1631883989716,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"币圈真是个法外之地,韭菜都觉得自己是the lucky one,殊不知自己底裤里面几根毛都被机构和交易所看的清清楚楚。","listText":"币圈真是个法外之地,韭菜都觉得自己是the lucky one,殊不知自己底裤里面几根毛都被机构和交易所看的清清楚楚。","text":"币圈真是个法外之地,韭菜都觉得自己是the lucky one,殊不知自己底裤里面几根毛都被机构和交易所看的清清楚楚。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130350664","repostId":"2136922554","repostType":2,"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192783028,"gmtCreate":1621230571564,"gmtModify":1634193190874,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好文好文,对马斯克以及他背后的企业,从无脑粉变成保持距离。这个世界不需要这种混乱制造者,他给这个世界带来的上海大于他给予这个世界的进步,很多人会因为他的一句话而悲惨一辈子。","listText":"好文好文,对马斯克以及他背后的企业,从无脑粉变成保持距离。这个世界不需要这种混乱制造者,他给这个世界带来的上海大于他给予这个世界的进步,很多人会因为他的一句话而悲惨一辈子。","text":"好文好文,对马斯克以及他背后的企业,从无脑粉变成保持距离。这个世界不需要这种混乱制造者,他给这个世界带来的上海大于他给予这个世界的进步,很多人会因为他的一句话而悲惨一辈子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192783028","repostId":"1173867331","repostType":4,"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106013164,"gmtCreate":1620067771758,"gmtModify":1634208120691,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"先被中国搞,再被中国的好朋友德国搞,特斯拉还想保持股价坚挺?怕是想得有点多了","listText":"先被中国搞,再被中国的好朋友德国搞,特斯拉还想保持股价坚挺?怕是想得有点多了","text":"先被中国搞,再被中国的好朋友德国搞,特斯拉还想保持股价坚挺?怕是想得有点多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106013164","repostId":"2132590468","repostType":2,"repost":{"id":"2132590468","pubTimestamp":1620055773,"share":"https://www.laohu8.com/m/news/2132590468?lang=&edition=full","pubTime":"2021-05-03 23:29","market":"us","language":"zh","title":"【特斯拉(TSLA.US)跌3.5%】","url":"https://stock-news.laohu8.com/highlight/detail?id=2132590468","media":"格隆汇","summary":"格隆汇5月3日丨特斯拉(TSLA.US)股价快速下跌,现报684.55美元,跌幅3.5%。外媒称,特斯拉德国柏林工厂项目将延期至2022年1月。除了没有工厂的最终建造许可外,原定于7月开始的批量生产计划也已推迟。特斯拉在柏林附近格吕海德新工厂的量产工作已经推迟了六个月,直到2022年1月。","content":"<html><body><article><p>格隆汇5月3日丨<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)股价快速下跌,现报684.55美元,跌幅3.5%。外媒称,特斯拉德国柏林工厂项目将延期至2022年1月。除了没有工厂的最终建造许可外,原定于7月开始的批量生产计划也已推迟。特斯拉在柏林附近格吕海德新工厂的量产工作已经推迟了六个月,直到2022年1月。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【特斯拉(TSLA.US)跌3.5%】</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【特斯拉(TSLA.US)跌3.5%】\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 23:29 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105032329437c0bedd1&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇5月3日丨特斯拉(TSLA.US)股价快速下跌,现报684.55美元,跌幅3.5%。外媒称,特斯拉德国柏林工厂项目将延期至2022年1月。除了没有工厂的最终建造许可外,原定于7月开始的批量生产计划也已推迟。特斯拉在柏林附近格吕海德新工厂的量产工作已经推迟了六个月,直到2022年1月。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105032329437c0bedd1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/775d1226e1a74151383a7d012e179b82","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105032329437c0bedd1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2132590468","content_text":"格隆汇5月3日丨特斯拉(TSLA.US)股价快速下跌,现报684.55美元,跌幅3.5%。外媒称,特斯拉德国柏林工厂项目将延期至2022年1月。除了没有工厂的最终建造许可外,原定于7月开始的批量生产计划也已推迟。特斯拉在柏林附近格吕海德新工厂的量产工作已经推迟了六个月,直到2022年1月。","news_type":1},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106013386,"gmtCreate":1620067575445,"gmtModify":1634208120814,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"到现在还在找真相就事论事??到现在官方和政府一句话都不说只是让事情发酵,你还在找真相?这就像讨论武汉市场还是研究中心谁背锅一样幼稚得好笑。","listText":"到现在还在找真相就事论事??到现在官方和政府一句话都不说只是让事情发酵,你还在找真相?这就像讨论武汉市场还是研究中心谁背锅一样幼稚得好笑。","text":"到现在还在找真相就事论事??到现在官方和政府一句话都不说只是让事情发酵,你还在找真相?这就像讨论武汉市场还是研究中心谁背锅一样幼稚得好笑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106013386","repostId":"2132590815","repostType":2,"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372885586,"gmtCreate":1619191375745,"gmtModify":1634287856624,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"你先截个屏吧,没啥好说的。两年后见","listText":"你先截个屏吧,没啥好说的。两年后见","text":"你先截个屏吧,没啥好说的。两年后见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372885586","repostId":"1101933681","repostType":2,"repost":{"id":"1101933681","pubTimestamp":1619182873,"share":"https://www.laohu8.com/m/news/1101933681?lang=&edition=full","pubTime":"2021-04-23 21:01","market":"us","language":"en","title":"Elon Musk thinks NASA’s goal of landing people on the moon by 2024 is ‘actually doable’","url":"https://stock-news.laohu8.com/highlight/detail?id=1101933681","media":"CNBC","summary":"NASA aims to return astronauts to the moon’s surface by 2024, a goal that SpaceX is assisting with through the Starship rocket Elon Musk’s company is developing.“We’re going to aim for sooner than that, but I think this is actually doable,” Musk said on Friday.SpaceX won a $2.9 billion contract from NASA last week under the agency’s Human Landing Systems, or HLS, program.SpaceX owner and Tesla CEO Elon Musk poses as he arrives on the red carpet for the Axel Springer Awards ceremony, in Berlin, o","content":"<div>\n<p>KEY POINTS\n\nNASA aims to return astronauts to the moon’s surface by 2024, a goal that SpaceX is assisting with through the Starship rocket Elon Musk’s company is developing.\n“We’re going to aim for ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/elon-musk-nasa-goal-of-2024-moon-landing-is-actually-doable-.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk thinks NASA’s goal of landing people on the moon by 2024 is ‘actually doable’</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\">\nElon Musk thinks NASA’s goal of landing people on the moon by 2024 is ‘actually doable’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 21:01 GMT+8 <a href=https://www.cnbc.com/2021/04/23/elon-musk-nasa-goal-of-2024-moon-landing-is-actually-doable-.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nNASA aims to return astronauts to the moon’s surface by 2024, a goal that SpaceX is assisting with through the Starship rocket Elon Musk’s company is developing.\n“We’re going to aim for ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/elon-musk-nasa-goal-of-2024-moon-landing-is-actually-doable-.html\">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.cnbc.com/2021/04/23/elon-musk-nasa-goal-of-2024-moon-landing-is-actually-doable-.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1101933681","content_text":"KEY POINTS\n\nNASA aims to return astronauts to the moon’s surface by 2024, a goal that SpaceX is assisting with through the Starship rocket Elon Musk’s company is developing.\n“We’re going to aim for sooner than that, but I think this is actually doable,” Musk said on Friday.\nSpaceX won a $2.9 billion contract from NASA last week under the agency’s Human Landing Systems, or HLS, program.\n\nSpaceX owner and Tesla CEO Elon Musk poses as he arrives on the red carpet for the Axel Springer Awards ceremony, in Berlin, on December 1, 2020.\nElon Musk thinks that SpaceX can help NASA meet its goal of landing astronauts on the moon by 2024, an ambitious goal for both the space agency and company.\n“I think that can be done,” Musk said on Friday, speaking after SpaceX launched the Crew-2 mission to orbit.\n“We’re going to aim for sooner than that, but I think this is actually doable,” he added. “We’re building up a lot of rockets, and probably [will] smash a bunch of them, but I think it will happen.”\nSpaceX won a $2.9 billion contract from NASA last week under the agency’s Human Landing Systems, or HLS, program.\nStarship prototype rocket SN11 stands on the launchpad at the company’s facility in Boca Chica, Texas.\nUnder the contract, Musk’s company will build a variation of its Starship rocket, prototypes of which SpaceX has been testing at its development facility in Boca Chica, Texas. The company has performed multiple successful test flights of Starship to date, although landing attempts after the last four high-altitude flights ended in a variety of fiery explosions.\nNASA’s Artemis program, announced by President Donald Trump’s administration and expected to continue under President Joe Biden, consists of multiple missions to the moon’s orbit and surface in the years ahead.\nMusk said that “it’s a great honor to be chosen by NASA to return people to the moon,” emphasizing his company’s vision for flying regular flights to the lunar body and beyond.\n“It’s been now almost half a century since humans were last on the moon. That’s too long, we need to get back there and have a permanent base on the moon — again, like a big permanently occupied base on the moon. And then build a city on Mars to become a spacefaring civilization, a multi-planet species,” Musk said. “We don’t want to be one of those single planet species, we want to be a multi-planet species”\nMusk has previously estimated that it will cost about $5 billion to fully develop Starship, although SpaceX has not disclosed how much it has spent on the program to date. On Friday, Musk noted that the HLS contract win is “really helpful,” as Starship development has “mostly been funded internally thus far and it’s pretty expensive.”\n“It’s a tough vehicle to build because we’re trying to crack this nut of a rapid and fully reusable rocket,” Musk said. “But the thing that’s really important to revolutionize space is a rapidly reusable rocket that’s reliable too.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376668625,"gmtCreate":1619111470067,"gmtModify":1634288459665,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 刚才股市整体一个小型闪崩是怎么回事???所以股票都几乎相同的模式在下跌。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 刚才股市整体一个小型闪崩是怎么回事???所以股票都几乎相同的模式在下跌。","text":"$特斯拉(TSLA)$ 刚才股市整体一个小型闪崩是怎么回事???所以股票都几乎相同的模式在下跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376668625","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":113529536,"gmtCreate":1622627587425,"gmtModify":1634099805576,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"散户觉得自己在挑战花街,其实是花街让你们散户自相残杀而已。。。。老美年轻人穷疯了,赌性爆棚","listText":"散户觉得自己在挑战花街,其实是花街让你们散户自相残杀而已。。。。老美年轻人穷疯了,赌性爆棚","text":"散户觉得自己在挑战花街,其实是花街让你们散户自相残杀而已。。。。老美年轻人穷疯了,赌性爆棚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113529536","repostId":"1199015419","repostType":4,"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138713756,"gmtCreate":1621962319075,"gmtModify":1634185120286,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"比特币最大的问题就是大涨大跌引发的市场恐慌和焦虑。","listText":"比特币最大的问题就是大涨大跌引发的市场恐慌和焦虑。","text":"比特币最大的问题就是大涨大跌引发的市场恐慌和焦虑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138713756","repostId":"1108487363","repostType":2,"repost":{"id":"1108487363","pubTimestamp":1621938831,"share":"https://www.laohu8.com/m/news/1108487363?lang=&edition=full","pubTime":"2021-05-25 18:33","market":"us","language":"zh","title":"一比吓一跳:企业下场炒币,谁血亏,谁暴赚?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108487363","media":"深链财经","summary":"本文统计分析了特斯拉、Nexon、美图以及MicroStrategy的比特币持仓数据。","content":"<p><i>编者按:本文统计分析了特斯拉、Nexon、美图以及MicroStrategy的比特币持仓数据。</i></p>\n<p>大部分企业机构的持币目的都是为了“对冲通胀,多元化投资组合,维持企业财政储备的长期购买力”。但我们认为不管企业机构的持币目的是什么,企业的入场都有利于推进比特币的采纳,实现比特币“数字黄金”、“价值存储”、“对冲通胀”的自我预言。</p>\n<p>如今比特币行情出现大幅回调,价格甚至回调到大部分机构入场前的价格,我们可以通过分析机构的持仓数据,进一步了解当前机构可能的情绪。</p>\n<p>近期比特币市场出现大幅回调,散户情绪也达到了极度恐慌,或许大多数散户在面对政策的利空以及行情回撤的双重打击中,已经老老实实交出了手中的筹码。</p>\n<p>现在,可能大部分人更加好奇的会是,机构恐慌了吗?</p>\n<p>的确,如今比特币行情出现大幅回调,价格甚至回调到大部分机构入场前的价格,想必大部分读者都跟我们一样,想要进一步了解这些企业机构的持仓成本、账面数据情况。</p>\n<p>本文我们就挑选几个有代表性的企业机构,来具体剖析一下它们的持币情况。</p>\n<p><b>「 企业持币情况 」</b></p>\n<p><b>Nexon</b></p>\n<p>4月28日,韩国网游巨头 Nexon 宣布已购买价值 1 亿美元的比特币,即:</p>\n<ul>\n <li><p><b>持币数量约为 1,717 枚比特币;</b></p></li>\n <li><p><b>持币成本约为 1 亿美元;</b></p></li>\n <li><p><b>单币持币成本为 58,226美元;</b></p></li>\n</ul>\n<p>Nexon 可以说很惨了,可能有些读者对 Nexon 有点陌生,但是它的作品大家肯定耳熟能详,如跑跑卡丁车、地下城与勇士等知名游戏IP。</p>\n<p>在官宣购买了比特币后,Nexon 总裁 & CEO 在 medium 上发表了文章,阐述了购买比特币背后的思考:</p>\n<p>Nexon 希望能够充分利用资本,代表其股东创造利润,促进业务增长。</p>\n<p>在当前全球经济大放水背景下,Nexon认为比特币是最可能保持其价值的现金形式之一,并指出了比特币的一些突出特性:稀缺性、强大的网络效用、创新性、高流动性和便利性。</p>\n<p>还好此前 Nexon 持有超过50亿美元的现金和现金等价物,而比特币持仓价值不到其现金总量的2%。面对这大幅亏损的资产,大家觉得 Nexon 是会加仓拉低成本呢?还是割肉呢?</p>\n<p><b>特斯拉</b></p>\n<p>2月8日,美国电动车制造商特斯拉宣布,已买入了价值15亿美元的比特币。</p>\n<p>3月24日,特斯拉美国官网显示,购买特斯拉汽车已支持使用比特币来付款,其实早在2月8日特斯拉提交给SEC的文件中,特斯拉就已表示,除了购买比特币,公司未来还将开始接受比特币支付,以换取其产品。</p>\n<p>4月27日,特斯拉宣布在第一季度时卖出了10%的比特币,获得2.72亿美金,获利1.01亿美金。</p>\n<p>由于当初特斯拉披露的文件没有说明买入的比特币数量,所以对其持仓数量并没有 100% 准确的保证,特斯拉的持币数量目前有两种来源:</p>\n<ol>\n <li><p>Bitcoin Treasuries 上预估的 48,000 枚 BTC;</p></li>\n <li><p>专业市场数据研究机构 Arcane Research 给出的数据 43053 枚 BTC,该数据也获得了 CoinDesk 的引用。</p></li>\n</ol>\n<p>本文倾向于选择后者,即特斯拉首次买入价值15亿美元的比特币,共 43053 枚 BTC;近期卖出 10% 的比特币,即:</p>\n<ul>\n <li><p><b>持币数量约为 38,747.7 枚 BTC;</b></p></li>\n <li><p><b>持币成本约为 12.28 亿美元;</b></p></li>\n <li><p><b>单币平均成本为 31,692 美元;</b></p></li>\n</ul>\n<p>值得注意的是,按照我们目前使用的数据源,本次特斯拉卖出的比特币平均单价为 63,177 美元,可谓是逃顶小能手了。</p>\n<p>当初特斯拉在披露文档中表示,购买比特币是为了“优化其投资组合的灵活性,进一步多元化和最大化公司储备现金的投资回报。”</p>\n<p>而对于这次卖出 10% 的比特币,马斯克表示,出售比特币是为了证明比特币在资产负债表上作为现金替代物的流动性,并且也认可了比特币的流动性。同时特斯拉 CFO 也表示,相信比特币的 “长期价值”,将继续投资比特币。</p>\n<p>而后来马斯克和特斯拉态度的突然倒戈也的确让人唏嘘,不断地在推特上就比特币的能源使用问题进行抨击,我们说马斯克的倒戈是行情大回调的导火线也不为过,当然,更让人气愤的是其踩比特币无脑捧狗狗币的行为,让无数币圈人大失所望。其中的阴谋论,我们普通人也无法去揣测。</p>\n<p>虽然行情暴跌,但马斯克也在推特上表示特斯拉不会卖出比特币也没有卖出比特币。而当前的暴跌马斯克也算自食其果,倘若特斯拉真的没有卖出比特币,那么当前的价格也没有高出其成本价多少。</p>\n<p>大家觉得,若比特币价格跌破特斯拉的持仓成本线,特斯拉会割肉卖出吗?或者,大家希望特斯拉卖出吗?</p>\n<p><b>美图</b></p>\n<p>3月5日,美图发布公告称,在公开市场交易中购买了约 379.12 枚比特币,成本约为 1790 万美元,单币成本约为 47,214 美元;也购买了 15,000 枚以太坊,成本约为 2210 万美元,单笔成本约为 1473 美元。</p>\n<p>3月17日,美图再次购买约 386.08 枚比特币,成本约为 2160 万美元,单币成本约为 55,947 美元;也购买了 16,000 枚以太坊,成本约为 2840 万美元,单币成本约为 1775 美元。</p>\n<p>4月8日,美图再次购买约 175.67 枚比特币,成本约为 1000 万美元,单币成本约为 56,924 美元。</p>\n<p>综上所述,美图的比特币持币数据大致为:</p>\n<ul>\n <li><p><b>持币数量约为 941 枚比特币;</b></p></li>\n <li><p><b>持币成本约为 4950 万美元;</b></p></li>\n <li><p><b>单币平均成本约为 52,603 美元;</b></p></li>\n</ul>\n<p>而美图的以太坊持币数据大致为:</p>\n<ul>\n <li><p><b>持币数量约为 3.1 万枚以太坊;</b></p></li>\n <li><p><b>持币成本约为 5,050 万美元;</b></p></li>\n <li><p><b>单币平均成本约为 1629 美元;</b></p></li>\n</ul>\n<p>让人唏嘘的是,同时做出的投资交易,持仓的比特币现在处于接近 30% 的亏损,而持仓的以太坊还尚有接近 20% 的收益。截止笔者撰稿时的价格数据,美图当前还是处于浮亏状态。</p>\n<p>若未来价格行情没有向好,那么美图这次押注加密货币就又是再度失利了。据了解,2018年美图开始发力区块链,但是比特币2018年暴跌80%,发力区块链的美图也和比特币走势如出一辙,自2017年12月以来累计下跌超80%。1000亿港元市值一度跌到不足100亿港元。</p>\n<p>美图公司在首次公开宣布购买加密货币时就表示,认为加密货币具有足够的升值空间,并且在此时通过将其部分现金储备金分配到加密货币,可以用作资金管理中分散持有现金的风险。</p>\n<p>但市场中大部分人认为,美图会投资加密货币,与其创始人蔡文胜自身的币圈经验密不可分。美图公司创始人蔡文胜早在2017年便多次涉及币圈,曾投资交易所OKEx,参与发币ZIP、BEC等,但2017年lCO时代后蔡文胜便逐渐淡出币圈。</p>\n<p>现如今美图的这笔投资再次陷入亏损,对本来就不好过的美图可谓是雪上加霜。</p>\n<p><b>MicroStrategy</b></p>\n<p>2020年8月11日,美国商务软件公司MicroStrategy宣布已经以 2.5 亿美元买入了约 21,454 枚比特币,单笔成本约为 11,653 美元。</p>\n<p>2020年9月14日,MicroStrategy宣布又以 1.75 亿美元买入了约 16,796枚比特币,单笔成本约为 10,419 美元。</p>\n<p>2020年12月3日,MicroStrategy宣布又以 5000 万美元买入了约 2,574 枚比特币,单笔成本约为 19,427 美元。</p>\n<p>2020年12月21日,MicroStrategy宣布又以 6.5 亿美元买入了约 29,646 枚比特币,单笔成本约为 21,9 25 美元。</p>\n<p>2021年1月22日,MicroStrategy宣布又以 1000 万美元买入约 314 枚比特币,单币成本约为 31,808 美元。</p>\n<p>2月2日,MicroStrategy宣布又以 1000 万美金购买了 295 枚比特币,单币成本约 33,808 美金。</p>\n<p>2月24日,MicroStrategy宣布又以 10.26 亿美金购买了 19,452 枚比特币,单币成本约 52,765 美金。</p>\n<p>3月1日,MicroStrategy宣布又以 1500 万美金购买了 328 枚比特币,单币成本约 45,710 美金。</p>\n<p>3月5日,MicroStrategy宣布又以 1000 万美金购买了 204 枚比特币,单币成本约 48,888 美金。</p>\n<p>3月12日,MicroStrategy宣布又以 1500 万美金购买了 262 枚比特币,单币成本约 57,146 美金。</p>\n<p>4月5日,MicroStrategy宣布又以 1500 万美元购买了约 253 枚比特币,单币成本约为 59,339 美元。</p>\n<p>5月13日,MicroStrategy宣布又以 1500 万美元购买了约 271 枚比特币,单币成本约为 55,387 美元。</p>\n<p>5月18日,MicroStrategy宣布又以 1000 万美元购买了约 229 枚比特币,单币成本约为 43,663 美元。</p>\n<p>目前尚未能找到每笔购买记录公告,不过根据MicroStrategy推特上的最新统计数据,MicroStrategy 目前的比特币持币数据大致为:</p>\n<ul>\n <li><p><b>持币数量约为92,079 枚比特币;</b></p></li>\n <li><p><b>持币成本约为 22.51 亿美元;</b></p></li>\n <li><p><b>单币平均成本约为 24,450 美元;</b></p></li>\n</ul>\n<p>MicroStrategy 的先发优势还是十分明显的,即使当前比特币的价格回撤超过了 40% ,但其依旧有接近 50% 的利润,可以说让其他机构十分羡慕了。</p>\n<p>最初,MicroStrategy领导层表示,考虑到西方国家的低利率以及应对疫情的财政刺激政策以及美元疲软,他们正在考虑比特币和其他加密资产。</p>\n<p>而几天后,他们就宣布购买了比特币。</p>\n<p>他们这一购买基本上就停不下来了,后来还以优先级可转换债券的形式筹集了9亿美元用于购买更多比特币。</p>\n<p>不过既然MicroStrategy买币的钱大部分都是发行可转债借来的钱,那么MicroStrategy有没有可能爆仓呢?也就是说,比特币跌到多少钱,MicroStrategy的净资产加上比特币的持有价格都不够偿还借来的外债呢?</p>\n<p>据了解,当前MicroStrategy的外债大约为 20.8 亿美元,而净资产只有 3.65 亿美元,我们忽略其他细节,当 92,079 枚比特币的价值少于(外债-净资产)时,就算 MicroStrategy 爆仓了,而这个价位大约为 18,625 美元。</p>\n<p>当然,这个价格是十分粗糙的推算,不过也能大致给我们作为一个可参考的爆仓线。</p>\n<p>你是希望MicroStrategy爆仓呢?还是不爆仓呢?</p>\n<p><b>「 企业买币对比特币的意义 」</b></p>\n<p>尽管如今行情暴跌,但是我们还是应该不忘初心,企业也一样。</p>\n<p>其实,大部分企业买币的动机都大致相同,就是“对冲通胀,多元化投资组合,维持企业财政储备的长期购买力”。</p>\n<p>而全球央行为了应对疫情所采取的量化宽松财政刺激政策,其实也是企业购买比特币的重要推手。</p>\n<p>全球货币大通胀,企业财政储备的美元价值不断被稀释,除了传统的对冲工具外,企业也急需新的工具资产来应对货币通胀;这时候,比特币作为“数字黄金”的叙事就奏效了。</p>\n<p><img src=\"https://static.tigerbbs.com/b4e5d6943fa945eb6e08a8822966ac13\" tg-width=\"600\" tg-height=\"454\" referrerpolicy=\"no-referrer\"></p>\n<p>比特币与其他大类资产的收益表现 | 来源:TokenInsight & CoinGecko</p>\n<p><img src=\"https://static.tigerbbs.com/b0bd27c3ffa5b6293ecdde2e133dc58b\" tg-width=\"560\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p>\n<p>比特币与其他大类资产的收益表现 | 来源:TokenInsight & CoinGecko</p>\n<p>通过上图我们可以很明显地看出,在过去一年多里,比特币的收益表现远超其他主要资产类别。开玩笑地说,企业也是被“涨服”了的。</p>\n<p>而现在,可以说到了考验企业信仰的时候了。市场基本上已经完成了对散户的考验,不坚定的散户也基本上都被洗下车了。</p>\n<p>你觉得哪些机构会焊死座位不下车,哪些机构未来会被甩下车呢?</p>","source":"lsy1570748372124","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一比吓一跳:企业下场炒币,谁血亏,谁暴赚?</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一比吓一跳:企业下场炒币,谁血亏,谁暴赚?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 18:33 北京时间 <a href=https://www.jinse.com/blockchain/1099624.html><strong>深链财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按:本文统计分析了特斯拉、Nexon、美图以及MicroStrategy的比特币持仓数据。\n大部分企业机构的持币目的都是为了“对冲通胀,多元化投资组合,维持企业财政储备的长期购买力”。但我们认为不管企业机构的持币目的是什么,企业的入场都有利于推进比特币的采纳,实现比特币“数字黄金”、“价值存储”、“对冲通胀”的自我预言。\n如今比特币行情出现大幅回调,价格甚至回调到大部分机构入场前的价格,我们...</p>\n\n<a href=\"https://www.jinse.com/blockchain/1099624.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9712b6f035d7a01dae3855140d621802","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","01357":"美图公司","TSLA":"特斯拉"},"source_url":"https://www.jinse.com/blockchain/1099624.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108487363","content_text":"编者按:本文统计分析了特斯拉、Nexon、美图以及MicroStrategy的比特币持仓数据。\n大部分企业机构的持币目的都是为了“对冲通胀,多元化投资组合,维持企业财政储备的长期购买力”。但我们认为不管企业机构的持币目的是什么,企业的入场都有利于推进比特币的采纳,实现比特币“数字黄金”、“价值存储”、“对冲通胀”的自我预言。\n如今比特币行情出现大幅回调,价格甚至回调到大部分机构入场前的价格,我们可以通过分析机构的持仓数据,进一步了解当前机构可能的情绪。\n近期比特币市场出现大幅回调,散户情绪也达到了极度恐慌,或许大多数散户在面对政策的利空以及行情回撤的双重打击中,已经老老实实交出了手中的筹码。\n现在,可能大部分人更加好奇的会是,机构恐慌了吗?\n的确,如今比特币行情出现大幅回调,价格甚至回调到大部分机构入场前的价格,想必大部分读者都跟我们一样,想要进一步了解这些企业机构的持仓成本、账面数据情况。\n本文我们就挑选几个有代表性的企业机构,来具体剖析一下它们的持币情况。\n「 企业持币情况 」\nNexon\n4月28日,韩国网游巨头 Nexon 宣布已购买价值 1 亿美元的比特币,即:\n\n持币数量约为 1,717 枚比特币;\n持币成本约为 1 亿美元;\n单币持币成本为 58,226美元;\n\nNexon 可以说很惨了,可能有些读者对 Nexon 有点陌生,但是它的作品大家肯定耳熟能详,如跑跑卡丁车、地下城与勇士等知名游戏IP。\n在官宣购买了比特币后,Nexon 总裁 & CEO 在 medium 上发表了文章,阐述了购买比特币背后的思考:\nNexon 希望能够充分利用资本,代表其股东创造利润,促进业务增长。\n在当前全球经济大放水背景下,Nexon认为比特币是最可能保持其价值的现金形式之一,并指出了比特币的一些突出特性:稀缺性、强大的网络效用、创新性、高流动性和便利性。\n还好此前 Nexon 持有超过50亿美元的现金和现金等价物,而比特币持仓价值不到其现金总量的2%。面对这大幅亏损的资产,大家觉得 Nexon 是会加仓拉低成本呢?还是割肉呢?\n特斯拉\n2月8日,美国电动车制造商特斯拉宣布,已买入了价值15亿美元的比特币。\n3月24日,特斯拉美国官网显示,购买特斯拉汽车已支持使用比特币来付款,其实早在2月8日特斯拉提交给SEC的文件中,特斯拉就已表示,除了购买比特币,公司未来还将开始接受比特币支付,以换取其产品。\n4月27日,特斯拉宣布在第一季度时卖出了10%的比特币,获得2.72亿美金,获利1.01亿美金。\n由于当初特斯拉披露的文件没有说明买入的比特币数量,所以对其持仓数量并没有 100% 准确的保证,特斯拉的持币数量目前有两种来源:\n\nBitcoin Treasuries 上预估的 48,000 枚 BTC;\n专业市场数据研究机构 Arcane Research 给出的数据 43053 枚 BTC,该数据也获得了 CoinDesk 的引用。\n\n本文倾向于选择后者,即特斯拉首次买入价值15亿美元的比特币,共 43053 枚 BTC;近期卖出 10% 的比特币,即:\n\n持币数量约为 38,747.7 枚 BTC;\n持币成本约为 12.28 亿美元;\n单币平均成本为 31,692 美元;\n\n值得注意的是,按照我们目前使用的数据源,本次特斯拉卖出的比特币平均单价为 63,177 美元,可谓是逃顶小能手了。\n当初特斯拉在披露文档中表示,购买比特币是为了“优化其投资组合的灵活性,进一步多元化和最大化公司储备现金的投资回报。”\n而对于这次卖出 10% 的比特币,马斯克表示,出售比特币是为了证明比特币在资产负债表上作为现金替代物的流动性,并且也认可了比特币的流动性。同时特斯拉 CFO 也表示,相信比特币的 “长期价值”,将继续投资比特币。\n而后来马斯克和特斯拉态度的突然倒戈也的确让人唏嘘,不断地在推特上就比特币的能源使用问题进行抨击,我们说马斯克的倒戈是行情大回调的导火线也不为过,当然,更让人气愤的是其踩比特币无脑捧狗狗币的行为,让无数币圈人大失所望。其中的阴谋论,我们普通人也无法去揣测。\n虽然行情暴跌,但马斯克也在推特上表示特斯拉不会卖出比特币也没有卖出比特币。而当前的暴跌马斯克也算自食其果,倘若特斯拉真的没有卖出比特币,那么当前的价格也没有高出其成本价多少。\n大家觉得,若比特币价格跌破特斯拉的持仓成本线,特斯拉会割肉卖出吗?或者,大家希望特斯拉卖出吗?\n美图\n3月5日,美图发布公告称,在公开市场交易中购买了约 379.12 枚比特币,成本约为 1790 万美元,单币成本约为 47,214 美元;也购买了 15,000 枚以太坊,成本约为 2210 万美元,单笔成本约为 1473 美元。\n3月17日,美图再次购买约 386.08 枚比特币,成本约为 2160 万美元,单币成本约为 55,947 美元;也购买了 16,000 枚以太坊,成本约为 2840 万美元,单币成本约为 1775 美元。\n4月8日,美图再次购买约 175.67 枚比特币,成本约为 1000 万美元,单币成本约为 56,924 美元。\n综上所述,美图的比特币持币数据大致为:\n\n持币数量约为 941 枚比特币;\n持币成本约为 4950 万美元;\n单币平均成本约为 52,603 美元;\n\n而美图的以太坊持币数据大致为:\n\n持币数量约为 3.1 万枚以太坊;\n持币成本约为 5,050 万美元;\n单币平均成本约为 1629 美元;\n\n让人唏嘘的是,同时做出的投资交易,持仓的比特币现在处于接近 30% 的亏损,而持仓的以太坊还尚有接近 20% 的收益。截止笔者撰稿时的价格数据,美图当前还是处于浮亏状态。\n若未来价格行情没有向好,那么美图这次押注加密货币就又是再度失利了。据了解,2018年美图开始发力区块链,但是比特币2018年暴跌80%,发力区块链的美图也和比特币走势如出一辙,自2017年12月以来累计下跌超80%。1000亿港元市值一度跌到不足100亿港元。\n美图公司在首次公开宣布购买加密货币时就表示,认为加密货币具有足够的升值空间,并且在此时通过将其部分现金储备金分配到加密货币,可以用作资金管理中分散持有现金的风险。\n但市场中大部分人认为,美图会投资加密货币,与其创始人蔡文胜自身的币圈经验密不可分。美图公司创始人蔡文胜早在2017年便多次涉及币圈,曾投资交易所OKEx,参与发币ZIP、BEC等,但2017年lCO时代后蔡文胜便逐渐淡出币圈。\n现如今美图的这笔投资再次陷入亏损,对本来就不好过的美图可谓是雪上加霜。\nMicroStrategy\n2020年8月11日,美国商务软件公司MicroStrategy宣布已经以 2.5 亿美元买入了约 21,454 枚比特币,单笔成本约为 11,653 美元。\n2020年9月14日,MicroStrategy宣布又以 1.75 亿美元买入了约 16,796枚比特币,单笔成本约为 10,419 美元。\n2020年12月3日,MicroStrategy宣布又以 5000 万美元买入了约 2,574 枚比特币,单笔成本约为 19,427 美元。\n2020年12月21日,MicroStrategy宣布又以 6.5 亿美元买入了约 29,646 枚比特币,单笔成本约为 21,9 25 美元。\n2021年1月22日,MicroStrategy宣布又以 1000 万美元买入约 314 枚比特币,单币成本约为 31,808 美元。\n2月2日,MicroStrategy宣布又以 1000 万美金购买了 295 枚比特币,单币成本约 33,808 美金。\n2月24日,MicroStrategy宣布又以 10.26 亿美金购买了 19,452 枚比特币,单币成本约 52,765 美金。\n3月1日,MicroStrategy宣布又以 1500 万美金购买了 328 枚比特币,单币成本约 45,710 美金。\n3月5日,MicroStrategy宣布又以 1000 万美金购买了 204 枚比特币,单币成本约 48,888 美金。\n3月12日,MicroStrategy宣布又以 1500 万美金购买了 262 枚比特币,单币成本约 57,146 美金。\n4月5日,MicroStrategy宣布又以 1500 万美元购买了约 253 枚比特币,单币成本约为 59,339 美元。\n5月13日,MicroStrategy宣布又以 1500 万美元购买了约 271 枚比特币,单币成本约为 55,387 美元。\n5月18日,MicroStrategy宣布又以 1000 万美元购买了约 229 枚比特币,单币成本约为 43,663 美元。\n目前尚未能找到每笔购买记录公告,不过根据MicroStrategy推特上的最新统计数据,MicroStrategy 目前的比特币持币数据大致为:\n\n持币数量约为92,079 枚比特币;\n持币成本约为 22.51 亿美元;\n单币平均成本约为 24,450 美元;\n\nMicroStrategy 的先发优势还是十分明显的,即使当前比特币的价格回撤超过了 40% ,但其依旧有接近 50% 的利润,可以说让其他机构十分羡慕了。\n最初,MicroStrategy领导层表示,考虑到西方国家的低利率以及应对疫情的财政刺激政策以及美元疲软,他们正在考虑比特币和其他加密资产。\n而几天后,他们就宣布购买了比特币。\n他们这一购买基本上就停不下来了,后来还以优先级可转换债券的形式筹集了9亿美元用于购买更多比特币。\n不过既然MicroStrategy买币的钱大部分都是发行可转债借来的钱,那么MicroStrategy有没有可能爆仓呢?也就是说,比特币跌到多少钱,MicroStrategy的净资产加上比特币的持有价格都不够偿还借来的外债呢?\n据了解,当前MicroStrategy的外债大约为 20.8 亿美元,而净资产只有 3.65 亿美元,我们忽略其他细节,当 92,079 枚比特币的价值少于(外债-净资产)时,就算 MicroStrategy 爆仓了,而这个价位大约为 18,625 美元。\n当然,这个价格是十分粗糙的推算,不过也能大致给我们作为一个可参考的爆仓线。\n你是希望MicroStrategy爆仓呢?还是不爆仓呢?\n「 企业买币对比特币的意义 」\n尽管如今行情暴跌,但是我们还是应该不忘初心,企业也一样。\n其实,大部分企业买币的动机都大致相同,就是“对冲通胀,多元化投资组合,维持企业财政储备的长期购买力”。\n而全球央行为了应对疫情所采取的量化宽松财政刺激政策,其实也是企业购买比特币的重要推手。\n全球货币大通胀,企业财政储备的美元价值不断被稀释,除了传统的对冲工具外,企业也急需新的工具资产来应对货币通胀;这时候,比特币作为“数字黄金”的叙事就奏效了。\n\n比特币与其他大类资产的收益表现 | 来源:TokenInsight & CoinGecko\n\n比特币与其他大类资产的收益表现 | 来源:TokenInsight & CoinGecko\n通过上图我们可以很明显地看出,在过去一年多里,比特币的收益表现远超其他主要资产类别。开玩笑地说,企业也是被“涨服”了的。\n而现在,可以说到了考验企业信仰的时候了。市场基本上已经完成了对散户的考验,不坚定的散户也基本上都被洗下车了。\n你觉得哪些机构会焊死座位不下车,哪些机构未来会被甩下车呢?","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106013386,"gmtCreate":1620067575445,"gmtModify":1634208120814,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"到现在还在找真相就事论事??到现在官方和政府一句话都不说只是让事情发酵,你还在找真相?这就像讨论武汉市场还是研究中心谁背锅一样幼稚得好笑。","listText":"到现在还在找真相就事论事??到现在官方和政府一句话都不说只是让事情发酵,你还在找真相?这就像讨论武汉市场还是研究中心谁背锅一样幼稚得好笑。","text":"到现在还在找真相就事论事??到现在官方和政府一句话都不说只是让事情发酵,你还在找真相?这就像讨论武汉市场还是研究中心谁背锅一样幼稚得好笑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106013386","repostId":"2132590815","repostType":2,"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113561442,"gmtCreate":1622626833486,"gmtModify":1634099809275,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"怎么读怎么像花街的讨要低价筹码的讨论。科技公司没有护城河,不行,不给你高估值。有了世界上最大的护城河,不行,你护城河太深,容易引起垄断纠纷。。。。。花街分析师**坏到家了","listText":"怎么读怎么像花街的讨要低价筹码的讨论。科技公司没有护城河,不行,不给你高估值。有了世界上最大的护城河,不行,你护城河太深,容易引起垄断纠纷。。。。。花街分析师**坏到家了","text":"怎么读怎么像花街的讨要低价筹码的讨论。科技公司没有护城河,不行,不给你高估值。有了世界上最大的护城河,不行,你护城河太深,容易引起垄断纠纷。。。。。花街分析师**坏到家了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113561442","repostId":"1182552954","repostType":2,"repost":{"id":"1182552954","pubTimestamp":1622623513,"share":"https://www.laohu8.com/m/news/1182552954?lang=&edition=full","pubTime":"2021-06-02 16:45","market":"us","language":"en","title":"Why Apple Shares Are Being Pulled Sideways","url":"https://stock-news.laohu8.com/highlight/detail?id=1182552954","media":"InvestorPlace","summary":"AAPL stock is feeling the effects of uncertainty surrounding tech companies\nLike the other cloud cza","content":"<p>AAPL stock is feeling the effects of uncertainty surrounding tech companies</p>\n<p>Like the other cloud czars,<b>Apple</b> (NASDAQ:<b><u>AAPL</u></b>) stock derives much of its power from its network of hyperscale data centers, its “cloud.”</p>\n<p>This makes it, like <b>Microsoft</b> (NASDAQ:<b><u>MSFT</u></b>),<b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>),<b>Alphabet</b>(NASDAQ:<b><u>GOOGL</u></b>) and <b>Facebook</b>(NASDAQ:<b><u>FB</u></b>), the economy’s landlord. Apple has powers akin to a government over developers and users.</p>\n<p>Since the start of 2021, investors have been trying to figure out what this means. Shares are down 6% since January, opening June 1 at $125. That’s a market cap of $2.08 billion, 28 times last year’s earnings, about 6.5 times this year’s expected sales of $325 billion.</p>\n<p>Compared to past years it’s a bargain. Apple stock has been falling gently even while revenues keep growing nearly 20% per year, at scale, and profits grow even faster. The question is whether the world’s most valuable tech company can retain its power.</p>\n<p><b>The Threats to AAPL Stock</b></p>\n<p>Apple’s growth has come under threat because, as Jimmy McMillan might say,“The rent’s too damned high.”</p>\n<p>Critics call it the “Apple tax” but it’s the rent Apple charges all developers in its App store. The model, which has been adopted by the other czars, and smaller companies, is being challenged in court by Epic Games. Epic’s case was first described as“flimsy.”That changed after Judge Yvonne Gonzalez Rogers got Apple CEO Tim Cook to admit that gaming’s in-app purchases, and Apple’s 30% cut,are subsidizing its whole free app ecosystem.</p>\n<p>European regulators are makinga similar charge on behalf of <b>Spotify</b>(NASDAQ:<b><u>SPOT</u></b>), calling the App store a monopoly. Apple’s treatment of <b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>), bending the rules on behalf of a big partner, haven’t helped its case. Apple’s willingness to bend, either to big partners or big governments, has created a cloud of doubt around its cloud profits.</p>\n<p><b>The Juggernaut</b></p>\n<p>Unlike Google, Facebook, or Microsoft, however, cloud services aren’t Apple’s big profit center. Service revenue in its most recent quarterly reported represented just 18% of revenue,down from 22% a year earlier.</p>\n<p>Apple remains a hardware juggernaut. It’s the fate of the iPhone that has two brokers screaming sell. While the iPhone 12 has been a hit, these analysts think its success is unsustainable.</p>\n<p>Apple’s margins on its hardware are lower than for services, but they’re still a massive 38%. These could even expand in the future, as it continues to design its own chips. A second benefit is that Apple chips let Apple unify the Mac and iPhone lines for the first time – one operating system to rule them all, without a manual.</p>\n<p>Apple’s iOS won’t just cover phones and PCs, but virtual reality goggles, home automation systems, and the Apple Watch, where it competes with the other czars. Facebook is the key competitor in goggles, Amazon in home automation and Google in wearables. The power of the cloud is leading to a war over your entire computing environment, and over time, everyone will have to choose a side. Once that happens, the czars can even commandyour wallet.</p>\n<p><b>The Bottom Line on AAPL Stock</b></p>\n<p>Apple is not a democracy. But your purchase of an iPhone represents a powerful consent for you to be governed by it.</p>\n<p>Apple may be forced to bend the knee to the most powerful governments, like China’s. But unless a government has its own, alternate tech ecosystem, Apple can’t be overthrown. But it’s not easy being a government. You’re responsible for enforcing all the laws you promulgate.</p>\n<p>Uncertainty over the fate of our tech overlords is slowly transforming them from growth stocks into value stocks. This includes Apple. Its price will continue to be move sideways, its PE dropping. But its growth and power will sustain continued long-term investment.</p>","source":"lsy1606302653667","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>Why Apple Shares Are Being Pulled Sideways</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\">\nWhy Apple Shares Are Being Pulled Sideways\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 16:45 GMT+8 <a href=https://investorplace.com/2021/06/aapl-stock-apple-faces-sideways-pressure/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AAPL stock is feeling the effects of uncertainty surrounding tech companies\nLike the other cloud czars,Apple (NASDAQ:AAPL) stock derives much of its power from its network of hyperscale data centers, ...</p>\n\n<a href=\"https://investorplace.com/2021/06/aapl-stock-apple-faces-sideways-pressure/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://investorplace.com/2021/06/aapl-stock-apple-faces-sideways-pressure/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182552954","content_text":"AAPL stock is feeling the effects of uncertainty surrounding tech companies\nLike the other cloud czars,Apple (NASDAQ:AAPL) stock derives much of its power from its network of hyperscale data centers, its “cloud.”\nThis makes it, like Microsoft (NASDAQ:MSFT),Amazon (NASDAQ:AMZN),Alphabet(NASDAQ:GOOGL) and Facebook(NASDAQ:FB), the economy’s landlord. Apple has powers akin to a government over developers and users.\nSince the start of 2021, investors have been trying to figure out what this means. Shares are down 6% since January, opening June 1 at $125. That’s a market cap of $2.08 billion, 28 times last year’s earnings, about 6.5 times this year’s expected sales of $325 billion.\nCompared to past years it’s a bargain. Apple stock has been falling gently even while revenues keep growing nearly 20% per year, at scale, and profits grow even faster. The question is whether the world’s most valuable tech company can retain its power.\nThe Threats to AAPL Stock\nApple’s growth has come under threat because, as Jimmy McMillan might say,“The rent’s too damned high.”\nCritics call it the “Apple tax” but it’s the rent Apple charges all developers in its App store. The model, which has been adopted by the other czars, and smaller companies, is being challenged in court by Epic Games. Epic’s case was first described as“flimsy.”That changed after Judge Yvonne Gonzalez Rogers got Apple CEO Tim Cook to admit that gaming’s in-app purchases, and Apple’s 30% cut,are subsidizing its whole free app ecosystem.\nEuropean regulators are makinga similar charge on behalf of Spotify(NASDAQ:SPOT), calling the App store a monopoly. Apple’s treatment of Netflix(NASDAQ:NFLX), bending the rules on behalf of a big partner, haven’t helped its case. Apple’s willingness to bend, either to big partners or big governments, has created a cloud of doubt around its cloud profits.\nThe Juggernaut\nUnlike Google, Facebook, or Microsoft, however, cloud services aren’t Apple’s big profit center. Service revenue in its most recent quarterly reported represented just 18% of revenue,down from 22% a year earlier.\nApple remains a hardware juggernaut. It’s the fate of the iPhone that has two brokers screaming sell. While the iPhone 12 has been a hit, these analysts think its success is unsustainable.\nApple’s margins on its hardware are lower than for services, but they’re still a massive 38%. These could even expand in the future, as it continues to design its own chips. A second benefit is that Apple chips let Apple unify the Mac and iPhone lines for the first time – one operating system to rule them all, without a manual.\nApple’s iOS won’t just cover phones and PCs, but virtual reality goggles, home automation systems, and the Apple Watch, where it competes with the other czars. Facebook is the key competitor in goggles, Amazon in home automation and Google in wearables. The power of the cloud is leading to a war over your entire computing environment, and over time, everyone will have to choose a side. Once that happens, the czars can even commandyour wallet.\nThe Bottom Line on AAPL Stock\nApple is not a democracy. But your purchase of an iPhone represents a powerful consent for you to be governed by it.\nApple may be forced to bend the knee to the most powerful governments, like China’s. But unless a government has its own, alternate tech ecosystem, Apple can’t be overthrown. But it’s not easy being a government. You’re responsible for enforcing all the laws you promulgate.\nUncertainty over the fate of our tech overlords is slowly transforming them from growth stocks into value stocks. This includes Apple. Its price will continue to be move sideways, its PE dropping. But its growth and power will sustain continued long-term investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192783028,"gmtCreate":1621230571564,"gmtModify":1634193190874,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好文好文,对马斯克以及他背后的企业,从无脑粉变成保持距离。这个世界不需要这种混乱制造者,他给这个世界带来的上海大于他给予这个世界的进步,很多人会因为他的一句话而悲惨一辈子。","listText":"好文好文,对马斯克以及他背后的企业,从无脑粉变成保持距离。这个世界不需要这种混乱制造者,他给这个世界带来的上海大于他给予这个世界的进步,很多人会因为他的一句话而悲惨一辈子。","text":"好文好文,对马斯克以及他背后的企业,从无脑粉变成保持距离。这个世界不需要这种混乱制造者,他给这个世界带来的上海大于他给予这个世界的进步,很多人会因为他的一句话而悲惨一辈子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192783028","repostId":"1173867331","repostType":4,"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106013164,"gmtCreate":1620067771758,"gmtModify":1634208120691,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"先被中国搞,再被中国的好朋友德国搞,特斯拉还想保持股价坚挺?怕是想得有点多了","listText":"先被中国搞,再被中国的好朋友德国搞,特斯拉还想保持股价坚挺?怕是想得有点多了","text":"先被中国搞,再被中国的好朋友德国搞,特斯拉还想保持股价坚挺?怕是想得有点多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106013164","repostId":"2132590468","repostType":2,"repost":{"id":"2132590468","pubTimestamp":1620055773,"share":"https://www.laohu8.com/m/news/2132590468?lang=&edition=full","pubTime":"2021-05-03 23:29","market":"us","language":"zh","title":"【特斯拉(TSLA.US)跌3.5%】","url":"https://stock-news.laohu8.com/highlight/detail?id=2132590468","media":"格隆汇","summary":"格隆汇5月3日丨特斯拉(TSLA.US)股价快速下跌,现报684.55美元,跌幅3.5%。外媒称,特斯拉德国柏林工厂项目将延期至2022年1月。除了没有工厂的最终建造许可外,原定于7月开始的批量生产计划也已推迟。特斯拉在柏林附近格吕海德新工厂的量产工作已经推迟了六个月,直到2022年1月。","content":"<html><body><article><p>格隆汇5月3日丨<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)股价快速下跌,现报684.55美元,跌幅3.5%。外媒称,特斯拉德国柏林工厂项目将延期至2022年1月。除了没有工厂的最终建造许可外,原定于7月开始的批量生产计划也已推迟。特斯拉在柏林附近格吕海德新工厂的量产工作已经推迟了六个月,直到2022年1月。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【特斯拉(TSLA.US)跌3.5%】</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【特斯拉(TSLA.US)跌3.5%】\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 23:29 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105032329437c0bedd1&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇5月3日丨特斯拉(TSLA.US)股价快速下跌,现报684.55美元,跌幅3.5%。外媒称,特斯拉德国柏林工厂项目将延期至2022年1月。除了没有工厂的最终建造许可外,原定于7月开始的批量生产计划也已推迟。特斯拉在柏林附近格吕海德新工厂的量产工作已经推迟了六个月,直到2022年1月。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105032329437c0bedd1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/775d1226e1a74151383a7d012e179b82","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105032329437c0bedd1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2132590468","content_text":"格隆汇5月3日丨特斯拉(TSLA.US)股价快速下跌,现报684.55美元,跌幅3.5%。外媒称,特斯拉德国柏林工厂项目将延期至2022年1月。除了没有工厂的最终建造许可外,原定于7月开始的批量生产计划也已推迟。特斯拉在柏林附近格吕海德新工厂的量产工作已经推迟了六个月,直到2022年1月。","news_type":1},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113566752,"gmtCreate":1622627020176,"gmtModify":1634099808562,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"最近大盘蓝筹科技股应该是在等PE追股价。股市本来就是大放水后,整体PE爆炸,然后好股票高位盘整,烂股票暴跌","listText":"最近大盘蓝筹科技股应该是在等PE追股价。股市本来就是大放水后,整体PE爆炸,然后好股票高位盘整,烂股票暴跌","text":"最近大盘蓝筹科技股应该是在等PE追股价。股市本来就是大放水后,整体PE爆炸,然后好股票高位盘整,烂股票暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113566752","repostId":"1198144513","repostType":2,"repost":{"id":"1198144513","pubTimestamp":1622619809,"share":"https://www.laohu8.com/m/news/1198144513?lang=&edition=full","pubTime":"2021-06-02 15:43","market":"us","language":"en","title":"Apple: Breather Before Rush To New All-Time High","url":"https://stock-news.laohu8.com/highlight/detail?id=1198144513","media":"seekingalpha","summary":"Summary\n\nApple's share price has tended to move sideways in recent months.\nThe current consolidation","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple's share price has tended to move sideways in recent months.</li>\n <li>The current consolidation offers an opportunity for investors who want to increase their stake in the company or initiate the first position.</li>\n <li>If the general sentiment remains intact (higher interest rates possible, but not yet foreseeable), then the current consolidation should only be a breather before the next all-time high.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c329fc4d7acb4ae6598b3f5dc195e102\" tg-width=\"768\" tg-height=\"512\"><span>Photo by prachanart/iStock Editorial via Getty ImagesIntroduction</span></p>\n<p>Apple's (AAPL) share price has tended to move sideways in recent months. From the all-time high in January 2021 of approx. $145, the stock has lost more than 10 percent in value, putting it at roughly the same level as in August 2020. This temporary price weakness is welcome after the nearly parabolic rise after the COVID-19 bottom. The overall performance is still good as, since March 2020, the price gains are still over 100 percent.</p>\n<p>This consolidation offers an opportunity for investors who want to increase their stake in the company or initiate the first position. On the other hand, the risk is that the share price will continue to correct. A look at history shows that the Apple share is moving very close to its historical multiples. The general market environment and its inflation concerns are likely to be decisive factors for the further course of the next share price movements.</p>\n<p>If the general sentiment remains intact (higher interest rates possible, but not yet foreseeable), then the current consolidation should only be a breather for Apple stock before the next peak storm.</p>\n<p><b>The breather</b></p>\n<p>We currently see a fairly consistent picture for tech stocks. After a brilliant share price performance, many of the high-flyers are running in a sideways phase. This applies, for example, to Amazon (AMZN), Microsoft (MSFT), Netflix (NFLX), and Salesforce (CRM). Only Facebook (FB) has recently broken out somewhat, but its overall performance is still in line with its \"peers\". This picture essentially shows that we are currently in a market phase in which good operating performance doesn't lead to rising share prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d20302528bd7007e3947e64815870f7\" tg-width=\"635\" tg-height=\"487\"><span>Data by YCharts</span></p>\n<p>We see here that the markets are still intact (at a high level). A rise in one sector is followed by consolidation and investors switching strategies to other sectors.</p>\n<p>Accordingly, a certain risk aversion is still present in the market. Theimportant rulehas not been forgotten that any further increase in the share price without an equivalent growth of the company's underlying business increases the investor's risk.</p>\n<p>This gives companies time to reduce a valuation that is too high. Apple, for example, was also able to reduce its valuation enormously during the consolidation phase of recent months. The P/E ratio has dropped from 40 to 27.</p>\n<p><b>Apple is a good company and a good investment</b></p>\n<p>A warm day does not make a summer, just as a good company is not automatically a good investment. I don't think we need to say much about the strength of Apple's business at this point. For a company that is a mature business, the company shines quarter after quarter with impressive growth figures.</p>\n<p>Some investors always complain that Apple does not develop revolutionary and disruptive products like the iPhone, but I think we're seeing something revolutionary with Apple processors right now.</p>\n<p>The M1 processor and its performance is a groundbreaking new experience for many consumers. You only have to look at reviews on YouTube about the MacBook Air, which has a better single-core performance than every Intel Mac that exists, to understand what Apple has created. Without going into the rumors about an Apple Car, I can say that I'm not worried about innovation at Apple.</p>\n<p><b>Is there enough fuel to reach the peak?</b></p>\n<p>The question remains whether there is still enough fuel to push Apple stock to a new all-time high. One obstacle could be too high a valuation. And even though we have seen that the picture here has improved strongly recently, a P/E ratio of almost 28 is not necessarily cheap. Nevertheless, we have to consider that Apple was sometimes (for example, in 2016) traded with a P/E ratio of approx. 10 (absolutely absurd from today's Captain Hindsight perspective).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b7d71091aadd322820423df003c1ed4\" tg-width=\"635\" tg-height=\"403\"><span>Data by YCharts</span></p>\n<p>So we can ask ourselves whether a P/E ratio of 28 is appropriate for a company like Apple. It helps to look at the company's expected future growth to put the still relatively high valuation into perspective. Analysts expect Apple's EPS to rise from $3.28 in 2020 to $5.13 in 2021 and over $5.93 in 2024. This would increase the profit accruing to shareholders by over 80 percent within four years. In this respect, the forward P/E ratio for the expected figures in 2021 is only 23.</p>\n<p>This brings us back to an area where I have less of a bellyache. Measured against the expected earnings for 2024, this even results in a P/E ratio of 20. In addition, we must not forget that Apple's forecasts are usually too low. The last time Apple missed the estimates was in Q2 2017. In Q2 2021, for example, the estimates for EPS were $0.99, Apple delivered $1.40. I think that the forecasts for the coming years are somewhat conservative from today's point of view, but that's perfectly okay). So there is enough fuel to justify further share price growth in the future because measured against the earnings figures expected in the medium term, Apple is not overvalued today. The same is true when we look at other companies in Apple's peer group.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667c7853ebdf31d0bd290fb2351e1f50\" tg-width=\"635\" tg-height=\"436\"><span>Data by YChartsUpside potential in concreto</span></p>\n<p>Even with a relatively conservative discounted cash flow analysis, Apple is not overvalued at the moment. For calculating the DCF, I take the expected revenue of approx. $370 billion for 2022 into account. In the following years, I expect Apple to increase sales by 10 percent a year. As I said, this is a rather conservative calculation that already includes some downside scenarios (see below for details).</p>\n<p>I also expect an improvement in the operating margin. Therefore, for my DCF calculation, I work with an operating margin between 14 and 15 percent for the coming years. So, overall, we have the following data for our DCF calculation. But that puts me in the good average range of the last few years. Apple's revenue growth averaged 14 percent per year in the previous ten years and almost 10 percent per year in the last three years. So my calculation already assumes that Apple will not maintain the growth pace of more than 20 percent that it has shown recently. So, overall, we have the following data for our DCF calculation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e0c2e0d8766e65fdac5c077f6a47740\" tg-width=\"640\" tg-height=\"448\"><span>DCF Model, source:www.alphaspread.com/estimates by author</span></p>\n<p>Based on my estimates, we see a fair intrinsic value of Apple's share at a share price of approx. $134. Compared to the current market price of $125, the company's shares are undervalued, offering an upside potential of 7 percent. That's not much, but it confirms my assessment above that the company is not overpriced.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50296d4f30b8e544d4abff4ef8394009\" tg-width=\"640\" tg-height=\"295\"><span>Source: alphaspread.com/estimates by author</span></p>\n<p><b>Downside risks</b></p>\n<p>Apple stock is back in buy territory. That's a good thing. Nevertheless, there are some risks investors should be aware of. On the one hand, we should keep an eye on the general market sentiment. The fear of rising interest rates is currently hanging over tech stocks like a sword of Damocles.</p>\n<p>But that's a thing we cannot influence. The best protection against such a \"higher rates\" scenario is to buy solid, profitable companies whose business does not suffer from higher rates and that do not have completely inflated multiples. And here, things are fine from my point of view. Apple has high but not fully decoupled multiples that will continue to unwind over the next few years, so we are essentially talking about medium-term risks here.</p>\n<p>In addition, the company has an excellent balance sheet. In this respect, the company can operate relatively independently of the interest rate environment. The interest-bearing debt of $121 billion is offset by cash and cash equivalents of almost $70 billion. After dividends, the company had nearly $60 billion of free cash flow left in 2020.</p>\n<p>I am also relatively relaxed about the risk of slower growth due to the re-opening after easing the lockdown restrictions. Some analysts have downgraded Apple's share price target to $90. They assume that Apple's iPhone sales will go down in 2021. The arguments are that Apple had already sold so many iPhones in 2020, and consumers would spend money on vacations, travel, and restaurants than on an upgrade.</p>\n<p>In the end, that is crystal ball reading. It's not entirely clear to me why past success precludes renewed success. Apple has often impressed with better-than-expected figures so far. Meanwhile, the other product can even cushion declines in iPhone sales. We could see this relatively clearly in Q1 2021, as iPhone sales fell by 3 percent due to the delayed launch of the iPhone 12. So yes, there may be fewer iPhone sales in 2021. But that's a short-term, trade-based view, which is fine but doesn't fit within the scope of this article and the author's investment approach.</p>\n<p><b>Conclusion</b></p>\n<p>Apple is not necessarily a bargain, but the recent consolidation has pushed the stock back into buyable territory. Market sentiment around concerns of rising inflation and interest rates remains a risk. Also, the opening of COVID-19 restrictions could slow down the growth rate somewhat. However, these are all rather short- and medium-term views, which are certainly interesting for swing traders and whatnot. As a long-term investor with a diversified portfolio, Apple is currently back on my list of potential buy candidates.</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>Apple: Breather Before Rush To New All-Time High</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\">\nApple: Breather Before Rush To New All-Time High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 15:43 GMT+8 <a href=https://seekingalpha.com/article/4432463-apple-breather-before-new-high><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple's share price has tended to move sideways in recent months.\nThe current consolidation offers an opportunity for investors who want to increase their stake in the company or initiate the...</p>\n\n<a href=\"https://seekingalpha.com/article/4432463-apple-breather-before-new-high\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4432463-apple-breather-before-new-high","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198144513","content_text":"Summary\n\nApple's share price has tended to move sideways in recent months.\nThe current consolidation offers an opportunity for investors who want to increase their stake in the company or initiate the first position.\nIf the general sentiment remains intact (higher interest rates possible, but not yet foreseeable), then the current consolidation should only be a breather before the next all-time high.\n\nPhoto by prachanart/iStock Editorial via Getty ImagesIntroduction\nApple's (AAPL) share price has tended to move sideways in recent months. From the all-time high in January 2021 of approx. $145, the stock has lost more than 10 percent in value, putting it at roughly the same level as in August 2020. This temporary price weakness is welcome after the nearly parabolic rise after the COVID-19 bottom. The overall performance is still good as, since March 2020, the price gains are still over 100 percent.\nThis consolidation offers an opportunity for investors who want to increase their stake in the company or initiate the first position. On the other hand, the risk is that the share price will continue to correct. A look at history shows that the Apple share is moving very close to its historical multiples. The general market environment and its inflation concerns are likely to be decisive factors for the further course of the next share price movements.\nIf the general sentiment remains intact (higher interest rates possible, but not yet foreseeable), then the current consolidation should only be a breather for Apple stock before the next peak storm.\nThe breather\nWe currently see a fairly consistent picture for tech stocks. After a brilliant share price performance, many of the high-flyers are running in a sideways phase. This applies, for example, to Amazon (AMZN), Microsoft (MSFT), Netflix (NFLX), and Salesforce (CRM). Only Facebook (FB) has recently broken out somewhat, but its overall performance is still in line with its \"peers\". This picture essentially shows that we are currently in a market phase in which good operating performance doesn't lead to rising share prices.\nData by YCharts\nWe see here that the markets are still intact (at a high level). A rise in one sector is followed by consolidation and investors switching strategies to other sectors.\nAccordingly, a certain risk aversion is still present in the market. Theimportant rulehas not been forgotten that any further increase in the share price without an equivalent growth of the company's underlying business increases the investor's risk.\nThis gives companies time to reduce a valuation that is too high. Apple, for example, was also able to reduce its valuation enormously during the consolidation phase of recent months. The P/E ratio has dropped from 40 to 27.\nApple is a good company and a good investment\nA warm day does not make a summer, just as a good company is not automatically a good investment. I don't think we need to say much about the strength of Apple's business at this point. For a company that is a mature business, the company shines quarter after quarter with impressive growth figures.\nSome investors always complain that Apple does not develop revolutionary and disruptive products like the iPhone, but I think we're seeing something revolutionary with Apple processors right now.\nThe M1 processor and its performance is a groundbreaking new experience for many consumers. You only have to look at reviews on YouTube about the MacBook Air, which has a better single-core performance than every Intel Mac that exists, to understand what Apple has created. Without going into the rumors about an Apple Car, I can say that I'm not worried about innovation at Apple.\nIs there enough fuel to reach the peak?\nThe question remains whether there is still enough fuel to push Apple stock to a new all-time high. One obstacle could be too high a valuation. And even though we have seen that the picture here has improved strongly recently, a P/E ratio of almost 28 is not necessarily cheap. Nevertheless, we have to consider that Apple was sometimes (for example, in 2016) traded with a P/E ratio of approx. 10 (absolutely absurd from today's Captain Hindsight perspective).\nData by YCharts\nSo we can ask ourselves whether a P/E ratio of 28 is appropriate for a company like Apple. It helps to look at the company's expected future growth to put the still relatively high valuation into perspective. Analysts expect Apple's EPS to rise from $3.28 in 2020 to $5.13 in 2021 and over $5.93 in 2024. This would increase the profit accruing to shareholders by over 80 percent within four years. In this respect, the forward P/E ratio for the expected figures in 2021 is only 23.\nThis brings us back to an area where I have less of a bellyache. Measured against the expected earnings for 2024, this even results in a P/E ratio of 20. In addition, we must not forget that Apple's forecasts are usually too low. The last time Apple missed the estimates was in Q2 2017. In Q2 2021, for example, the estimates for EPS were $0.99, Apple delivered $1.40. I think that the forecasts for the coming years are somewhat conservative from today's point of view, but that's perfectly okay). So there is enough fuel to justify further share price growth in the future because measured against the earnings figures expected in the medium term, Apple is not overvalued today. The same is true when we look at other companies in Apple's peer group.\nData by YChartsUpside potential in concreto\nEven with a relatively conservative discounted cash flow analysis, Apple is not overvalued at the moment. For calculating the DCF, I take the expected revenue of approx. $370 billion for 2022 into account. In the following years, I expect Apple to increase sales by 10 percent a year. As I said, this is a rather conservative calculation that already includes some downside scenarios (see below for details).\nI also expect an improvement in the operating margin. Therefore, for my DCF calculation, I work with an operating margin between 14 and 15 percent for the coming years. So, overall, we have the following data for our DCF calculation. But that puts me in the good average range of the last few years. Apple's revenue growth averaged 14 percent per year in the previous ten years and almost 10 percent per year in the last three years. So my calculation already assumes that Apple will not maintain the growth pace of more than 20 percent that it has shown recently. So, overall, we have the following data for our DCF calculation.\nDCF Model, source:www.alphaspread.com/estimates by author\nBased on my estimates, we see a fair intrinsic value of Apple's share at a share price of approx. $134. Compared to the current market price of $125, the company's shares are undervalued, offering an upside potential of 7 percent. That's not much, but it confirms my assessment above that the company is not overpriced.\nSource: alphaspread.com/estimates by author\nDownside risks\nApple stock is back in buy territory. That's a good thing. Nevertheless, there are some risks investors should be aware of. On the one hand, we should keep an eye on the general market sentiment. The fear of rising interest rates is currently hanging over tech stocks like a sword of Damocles.\nBut that's a thing we cannot influence. The best protection against such a \"higher rates\" scenario is to buy solid, profitable companies whose business does not suffer from higher rates and that do not have completely inflated multiples. And here, things are fine from my point of view. Apple has high but not fully decoupled multiples that will continue to unwind over the next few years, so we are essentially talking about medium-term risks here.\nIn addition, the company has an excellent balance sheet. In this respect, the company can operate relatively independently of the interest rate environment. The interest-bearing debt of $121 billion is offset by cash and cash equivalents of almost $70 billion. After dividends, the company had nearly $60 billion of free cash flow left in 2020.\nI am also relatively relaxed about the risk of slower growth due to the re-opening after easing the lockdown restrictions. Some analysts have downgraded Apple's share price target to $90. They assume that Apple's iPhone sales will go down in 2021. The arguments are that Apple had already sold so many iPhones in 2020, and consumers would spend money on vacations, travel, and restaurants than on an upgrade.\nIn the end, that is crystal ball reading. It's not entirely clear to me why past success precludes renewed success. Apple has often impressed with better-than-expected figures so far. Meanwhile, the other product can even cushion declines in iPhone sales. We could see this relatively clearly in Q1 2021, as iPhone sales fell by 3 percent due to the delayed launch of the iPhone 12. So yes, there may be fewer iPhone sales in 2021. But that's a short-term, trade-based view, which is fine but doesn't fit within the scope of this article and the author's investment approach.\nConclusion\nApple is not necessarily a bargain, but the recent consolidation has pushed the stock back into buyable territory. Market sentiment around concerns of rising inflation and interest rates remains a risk. Also, the opening of COVID-19 restrictions could slow down the growth rate somewhat. However, these are all rather short- and medium-term views, which are certainly interesting for swing traders and whatnot. As a long-term investor with a diversified portfolio, Apple is currently back on my list of potential buy candidates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130350664,"gmtCreate":1621514784058,"gmtModify":1631883989716,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"币圈真是个法外之地,韭菜都觉得自己是the lucky one,殊不知自己底裤里面几根毛都被机构和交易所看的清清楚楚。","listText":"币圈真是个法外之地,韭菜都觉得自己是the lucky one,殊不知自己底裤里面几根毛都被机构和交易所看的清清楚楚。","text":"币圈真是个法外之地,韭菜都觉得自己是the lucky one,殊不知自己底裤里面几根毛都被机构和交易所看的清清楚楚。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130350664","repostId":"2136922554","repostType":2,"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372885586,"gmtCreate":1619191375745,"gmtModify":1634287856624,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"你先截个屏吧,没啥好说的。两年后见","listText":"你先截个屏吧,没啥好说的。两年后见","text":"你先截个屏吧,没啥好说的。两年后见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372885586","repostId":"1101933681","repostType":2,"repost":{"id":"1101933681","pubTimestamp":1619182873,"share":"https://www.laohu8.com/m/news/1101933681?lang=&edition=full","pubTime":"2021-04-23 21:01","market":"us","language":"en","title":"Elon Musk thinks NASA’s goal of landing people on the moon by 2024 is ‘actually doable’","url":"https://stock-news.laohu8.com/highlight/detail?id=1101933681","media":"CNBC","summary":"NASA aims to return astronauts to the moon’s surface by 2024, a goal that SpaceX is assisting with through the Starship rocket Elon Musk’s company is developing.“We’re going to aim for sooner than that, but I think this is actually doable,” Musk said on Friday.SpaceX won a $2.9 billion contract from NASA last week under the agency’s Human Landing Systems, or HLS, program.SpaceX owner and Tesla CEO Elon Musk poses as he arrives on the red carpet for the Axel Springer Awards ceremony, in Berlin, o","content":"<div>\n<p>KEY POINTS\n\nNASA aims to return astronauts to the moon’s surface by 2024, a goal that SpaceX is assisting with through the Starship rocket Elon Musk’s company is developing.\n“We’re going to aim for ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/elon-musk-nasa-goal-of-2024-moon-landing-is-actually-doable-.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk thinks NASA’s goal of landing people on the moon by 2024 is ‘actually doable’</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\">\nElon Musk thinks NASA’s goal of landing people on the moon by 2024 is ‘actually doable’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 21:01 GMT+8 <a href=https://www.cnbc.com/2021/04/23/elon-musk-nasa-goal-of-2024-moon-landing-is-actually-doable-.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nNASA aims to return astronauts to the moon’s surface by 2024, a goal that SpaceX is assisting with through the Starship rocket Elon Musk’s company is developing.\n“We’re going to aim for ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/elon-musk-nasa-goal-of-2024-moon-landing-is-actually-doable-.html\">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.cnbc.com/2021/04/23/elon-musk-nasa-goal-of-2024-moon-landing-is-actually-doable-.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1101933681","content_text":"KEY POINTS\n\nNASA aims to return astronauts to the moon’s surface by 2024, a goal that SpaceX is assisting with through the Starship rocket Elon Musk’s company is developing.\n“We’re going to aim for sooner than that, but I think this is actually doable,” Musk said on Friday.\nSpaceX won a $2.9 billion contract from NASA last week under the agency’s Human Landing Systems, or HLS, program.\n\nSpaceX owner and Tesla CEO Elon Musk poses as he arrives on the red carpet for the Axel Springer Awards ceremony, in Berlin, on December 1, 2020.\nElon Musk thinks that SpaceX can help NASA meet its goal of landing astronauts on the moon by 2024, an ambitious goal for both the space agency and company.\n“I think that can be done,” Musk said on Friday, speaking after SpaceX launched the Crew-2 mission to orbit.\n“We’re going to aim for sooner than that, but I think this is actually doable,” he added. “We’re building up a lot of rockets, and probably [will] smash a bunch of them, but I think it will happen.”\nSpaceX won a $2.9 billion contract from NASA last week under the agency’s Human Landing Systems, or HLS, program.\nStarship prototype rocket SN11 stands on the launchpad at the company’s facility in Boca Chica, Texas.\nUnder the contract, Musk’s company will build a variation of its Starship rocket, prototypes of which SpaceX has been testing at its development facility in Boca Chica, Texas. The company has performed multiple successful test flights of Starship to date, although landing attempts after the last four high-altitude flights ended in a variety of fiery explosions.\nNASA’s Artemis program, announced by President Donald Trump’s administration and expected to continue under President Joe Biden, consists of multiple missions to the moon’s orbit and surface in the years ahead.\nMusk said that “it’s a great honor to be chosen by NASA to return people to the moon,” emphasizing his company’s vision for flying regular flights to the lunar body and beyond.\n“It’s been now almost half a century since humans were last on the moon. That’s too long, we need to get back there and have a permanent base on the moon — again, like a big permanently occupied base on the moon. And then build a city on Mars to become a spacefaring civilization, a multi-planet species,” Musk said. “We don’t want to be one of those single planet species, we want to be a multi-planet species”\nMusk has previously estimated that it will cost about $5 billion to fully develop Starship, although SpaceX has not disclosed how much it has spent on the program to date. On Friday, Musk noted that the HLS contract win is “really helpful,” as Starship development has “mostly been funded internally thus far and it’s pretty expensive.”\n“It’s a tough vehicle to build because we’re trying to crack this nut of a rapid and fully reusable rocket,” Musk said. “But the thing that’s really important to revolutionize space is a rapidly reusable rocket that’s reliable too.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376668625,"gmtCreate":1619111470067,"gmtModify":1634288459665,"author":{"id":"3580646964487020","authorId":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 刚才股市整体一个小型闪崩是怎么回事???所以股票都几乎相同的模式在下跌。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 刚才股市整体一个小型闪崩是怎么回事???所以股票都几乎相同的模式在下跌。","text":"$特斯拉(TSLA)$ 刚才股市整体一个小型闪崩是怎么回事???所以股票都几乎相同的模式在下跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376668625","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}