心态崩溃了的个人主页 - 老虎社区

心态崩溃了

心态崩溃了

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心态崩溃了

2022-08-05

这篇文章不错，转发给大家看

抱歉，原内容已删除

心态崩溃了

2022-07-27

3；；；；@小鹏汽车 @法拉第未来未来车主00

抱歉，原内容已删除

心态崩溃了

2021-10-14

$老虎证券(TIGR)$什么情况

心态崩溃了

2021-09-14

降你妹

@CashCity:$Tiger Brokers(TIGR)$ Please drop to $11-$12. I want to go long at lower prices. Need more shorts to bring the price down first. Huat ah! $18 EOY

心态崩溃了

2021-09-10

$老虎证券(TIGR)$能上15吗

心态崩溃了

2021-09-10

这篇文章不错，转发给大家看

@xnovan:$Tiger Brokers(TIGR)$time to grow from Cat to TIGER! Soon

心态崩溃了

2021-05-19

$老虎证券(TIGR)$买了盘前价怎么随时变动

心态崩溃了

2021-05-14

$老虎证券(TIGR)$卖早了，后悔死了，还没回本

心态崩溃了

2021-05-13

$老虎证券(TIGR)$今晚又没戏

心态崩溃了

2021-05-11

$老虎证券(TIGR)$真的是病猫，第一玩就被你害惨了。

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>能上15吗","text":"$老虎证券(TIGR)$能上15吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881014704","isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685299353,"gmtCreate":1659656353776,"gmtModify":1659656353776,"author":{"id":"3581646166640580","authorId":"3581646166640580","name":"心态崩溃了","avatar":"https://static.tigerbbs.com/104c5c40738aa1cf1a07a089ec0d7e50","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685299353","repostId":"2257775187","repostType":2,"repost":{"id":"2257775187","pubTimestamp":1659649080,"share":"https://www.laohu8.com/m/news/2257775187?lang=&edition=full","pubTime":"2022-08-05 05:38","market":"hk","language":"zh","title":"外媒头条 | 华尔街警告美股近期反弹难以为继","url":"https://stock-news.laohu8.com/highlight/detail?id=2257775187","media":"环球市场播报","summary":"　　美国银行新上任的美国首席经济学家Michael Gapen预计本季度GDP将下降0.5%，然后保持萎缩势头直到2023年初。　　他预计，随着各种因素削弱美国经济发展势头，幅度“较浅”的衰退将持续到至少明年。　　高盛集团和Sanford C． Bernstein的策略师警告称，随着宏观经济数据继续恶化以及盈利预测大幅下调，股市近期快速反弹的势头不会持续。　　英国央行实施27年来最大幅度加息，并警告称，在通胀飙升的压力下，英国可能迎来超过一年的经济衰退。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b>1、美国GDP第三季度可能还会萎缩 听听五位经济学家的观点</b></blockquote><blockquote><b>2、<a href=\"https://laohu8.com/S/GS\">高盛</a>与Bernstein策略师警告：美股最近的大反弹难以为继</b></blockquote><blockquote><b> </b><b>3、克利夫兰联储行长重申美联储决心通过加息来遏制通胀</b></blockquote><blockquote><b>4、美国30年期抵押贷款利率跌破5% 至4月初以来最低水平</b></blockquote><blockquote><b>5、英国央行实施1995年以来最大幅度加息 并发出长期经济衰退警告</b></blockquote><blockquote><b>6、瑞信考虑全球裁员数千人 把成本开支再压缩10亿美元</b></blockquote><p><img src=\"https://static.tigerbbs.com/4f5c687ed905c8fd8f468f16a47fc879\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>美国GDP第三季度可能还会萎缩 听听五位经济学家的观点</b></p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>新上任的美国首席经济学家Michael Gapen预计本季度GDP将下降0.5%，然后保持萎缩势头直到2023年初。</p><p>Gapen说，随着通胀提高了食品、能源等必需品的成本，消费者感受到实际收入的冲击，这给进而打击了消费信心。</p><p>“我们肯定是处于经济衰退期中，”研究公司John Dunham &amp; Associates的管理合伙人John Dunham表示。</p><p>他预计，随着各种因素削弱美国经济发展势头，幅度“较浅”的衰退将持续到至少明年。“在可预见的未来，通货膨胀可能会继续保持高位甚至糟糕的多，这要看国际关系，美国财政，货币政策，还有似乎恶化许多的监管政策”。</p><p>一位学术界经济学家强调，第二季度GDP负增长是一个初步数据，很可能会被修正。但是，加州大学洛杉矶分校安德森经济中心的Leo Feler表示，“我认为加息和消费需求下降的结合可能会导致经济在今年晚些时候及2023年初进一步大范围萎缩”。</p><p>Feler说，消费者正在消耗过去两年的积蓄。“看起来我们还没有陷入经济衰退，仍处于紧缩周期的早期阶段。”</p><p><img src=\"https://static.tigerbbs.com/324e107ff5f6434a6935a874ff3b2549\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>高盛与Bernstein策略师警告：美股最近的大反弹难以为继</b></p><p>高盛集团和Sanford C． Bernstein的策略师警告称，随着宏观经济数据继续恶化以及盈利预测大幅下调，股市近期快速反弹的势头不会持续。</p><p>“如果没有明显的信号显示宏观动能转向积极一面，短暂的风险偏好回升可能其实会加大股市再度下跌的风险，而非表明熊市要到头了，” 高盛策略师Cecilia Mariotti等人在8月4日的报告中写道。</p><p>高盛策略师表示，随着投资者近几周再度涌向股市，市场配置与6月非常悲观的水平相比已有所改善，而且资产配置的转变短期内可能会助推涨势。但策略师们说，归根结底，他们“不相信我们现在已经度过了‘真正’的配置低谷，而且我们认为从现在开始，前路可能会更加依赖宏观经济数据。”</p><p>Bernstein策略师Sarah McCarthy和Mark Diver周四则在报告中表示，随着股票基金资金外流，盈利预测下调的周期才刚开始。</p><p><img src=\"https://static.tigerbbs.com/9358e0ddd9822113fc9217c770b8ec11\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>克利夫兰联储行长重申美联储决心通过加息来遏制通胀</b></p><p>克利夫兰联邦储备银行行长Loretta Mester表示，美联储致力于为通胀降温，需要进一步加息以减弱需求。</p><p>“我们致力于将通胀率降至”2%的目标，这将需要进一步加息，Mester周四在匹兹堡经济俱乐部主办的活动上表示。这番发言与她本周早些时候的讲话相一致。</p><p>Mester称美国经济“没有陷入衰退”，并解释说第二季度国内生产总值萎缩表明“消费增长放缓，而非负增长”。</p><p>为了给创下40年高点的通胀降温，美联储上个月连续第二次将利率提高了75个基点，这也是超过一代人以来美联储最激进的加息行动。</p><p>在本周发表讲话的美联储决策者都承诺会继续加息，并抵制了美联储可能即将向不那么激进紧缩政策的阶段转变的预期。</p><p><img src=\"https://static.tigerbbs.com/b8be6da50917bee729a99ba0e14d16a1\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>美国30年期抵押贷款利率跌破5% 至4月初以来最低水平</b></p><p>美国抵押贷款利率近四个月来首次跌破5%，让借款人暂时得以松一口气。</p><p>房地美周四公布的数据显示，30年期抵押贷款平均利率从上周的5.3%降至4.99%，创4月初以来最低水平，也是7月初以来最大单周下降。</p><p>“由于同时受到高通胀、经济增长放缓这两股力量的影响，抵押贷款利率波动较大，” 房地美首席经济学家Sam Khater表示。</p><p><img src=\"https://static.tigerbbs.com/e857b1784fba1b2aff0b29600a0eaa8f\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>英国央行实施1995年以来最大幅度加息 并发出长期经济衰退警告</b></p><p>英国央行实施27年来最大幅度加息，并警告称，在通胀飙升的压力下，英国可能迎来超过一年的经济衰退。</p><p>加息0.5个百分点至1.75%的决定得到了货币政策委员会9名成员中的8人支持。央行还承诺未来必要情况下再次采取强有力的行动，在接下来的几次会议上可能进行类似的加息。</p><p>官员们预计英国经济将在第四季度开始衰退，并一直持续到明年底。这将是金融危机以来持续时间最长的一次衰退。官员们预计经济总量将总共萎缩约2.1%。</p><p>随着天然气价格飙升，英国央行还预计通胀率将在10月份达到13.3%的峰值，并警告说2023年全年价格涨幅都将保持较高水平。这将加剧一场生活成本危机，实际可支配收入将出现60年来最严重的恶化。</p><p><img src=\"https://static.tigerbbs.com/51d3aa5d3976f649e00b56400eb68f63\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>瑞信考虑全球裁员数千人 把成本开支再压缩10亿美元</b></p><p>瑞信高管们正讨论在全球裁员数千人，这家陷入困境的欧洲银行寻求将整体成本基础再削减10亿美元。</p><p>知情人士透露，上月开始削减亚洲前端部门员工的瑞信考虑实施一项更激进的方案，进一步降低全球雇员人数。截至6月末，该行员工总计51410人。</p><p>知情人士透露，预计瑞信将在未来两个月敲定计划，除了努力重塑投行业务外，该行还在研究中后台效率低下问题。消息人士称，正在讨论的方案包括未来几年裁减数千名员工，这些计划仍是初步的，尚未做出最终决定。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条 | 华尔街警告美股近期反弹难以为继</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外媒头条 | 华尔街警告美股近期反弹难以为继\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 05:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-08-05/doc-imizirav6815478.shtml?finpagefr=p_115><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美国GDP第三季度可能还会萎缩 听听五位经济学家的观点2、高盛与Bernstein策略师警告：美股最近的大反弹难以为继 3、克利夫兰联储行长重申美联储决心通过加息来遏制通胀4、美国30年期抵押贷款利率跌破5% 至4月初以来最低水平5、英国央行实施1995年以来最大幅度加息 并发出长期经济衰退警告6、瑞信考虑全球裁员数千人 把成本开支再压缩10亿美元...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-08-05/doc-imizirav6815478.shtml?finpagefr=p_115\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f5c687ed905c8fd8f468f16a47fc879","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","OEX":"标普100","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","SPY":"标普500ETF","BK4552":"Archegos爆仓风波概念","PSQ":"纳指反向ETF","DJX":"1/100道琼斯","BK4127":"投资银行业与经纪业","BK4581":"高盛持仓","QID":"纳指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","BK4504":"桥水持仓","DOG":"道指反向ETF","OEF":"标普100指数ETF-iShares","SDOW":"道指三倍做空ETF-ProShares","DXD":"道指两倍做空ETF","GS":"高盛","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","IVV":"标普500指数ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-08-05/doc-imizirav6815478.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2257775187","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美国GDP第三季度可能还会萎缩 听听五位经济学家的观点2、高盛与Bernstein策略师警告：美股最近的大反弹难以为继 3、克利夫兰联储行长重申美联储决心通过加息来遏制通胀4、美国30年期抵押贷款利率跌破5% 至4月初以来最低水平5、英国央行实施1995年以来最大幅度加息 并发出长期经济衰退警告6、瑞信考虑全球裁员数千人 把成本开支再压缩10亿美元美国GDP第三季度可能还会萎缩 听听五位经济学家的观点美国银行新上任的美国首席经济学家Michael Gapen预计本季度GDP将下降0.5%，然后保持萎缩势头直到2023年初。Gapen说，随着通胀提高了食品、能源等必需品的成本，消费者感受到实际收入的冲击，这给进而打击了消费信心。“我们肯定是处于经济衰退期中，”研究公司John Dunham & Associates的管理合伙人John Dunham表示。他预计，随着各种因素削弱美国经济发展势头，幅度“较浅”的衰退将持续到至少明年。“在可预见的未来，通货膨胀可能会继续保持高位甚至糟糕的多，这要看国际关系，美国财政，货币政策，还有似乎恶化许多的监管政策”。一位学术界经济学家强调，第二季度GDP负增长是一个初步数据，很可能会被修正。但是，加州大学洛杉矶分校安德森经济中心的Leo Feler表示，“我认为加息和消费需求下降的结合可能会导致经济在今年晚些时候及2023年初进一步大范围萎缩”。Feler说，消费者正在消耗过去两年的积蓄。“看起来我们还没有陷入经济衰退，仍处于紧缩周期的早期阶段。”高盛与Bernstein策略师警告：美股最近的大反弹难以为继高盛集团和Sanford C． Bernstein的策略师警告称，随着宏观经济数据继续恶化以及盈利预测大幅下调，股市近期快速反弹的势头不会持续。“如果没有明显的信号显示宏观动能转向积极一面，短暂的风险偏好回升可能其实会加大股市再度下跌的风险，而非表明熊市要到头了，” 高盛策略师Cecilia Mariotti等人在8月4日的报告中写道。高盛策略师表示，随着投资者近几周再度涌向股市，市场配置与6月非常悲观的水平相比已有所改善，而且资产配置的转变短期内可能会助推涨势。但策略师们说，归根结底，他们“不相信我们现在已经度过了‘真正’的配置低谷，而且我们认为从现在开始，前路可能会更加依赖宏观经济数据。”Bernstein策略师Sarah McCarthy和Mark Diver周四则在报告中表示，随着股票基金资金外流，盈利预测下调的周期才刚开始。克利夫兰联储行长重申美联储决心通过加息来遏制通胀克利夫兰联邦储备银行行长Loretta Mester表示，美联储致力于为通胀降温，需要进一步加息以减弱需求。“我们致力于将通胀率降至”2%的目标，这将需要进一步加息，Mester周四在匹兹堡经济俱乐部主办的活动上表示。这番发言与她本周早些时候的讲话相一致。Mester称美国经济“没有陷入衰退”，并解释说第二季度国内生产总值萎缩表明“消费增长放缓，而非负增长”。为了给创下40年高点的通胀降温，美联储上个月连续第二次将利率提高了75个基点，这也是超过一代人以来美联储最激进的加息行动。在本周发表讲话的美联储决策者都承诺会继续加息，并抵制了美联储可能即将向不那么激进紧缩政策的阶段转变的预期。美国30年期抵押贷款利率跌破5% 至4月初以来最低水平美国抵押贷款利率近四个月来首次跌破5%，让借款人暂时得以松一口气。房地美周四公布的数据显示，30年期抵押贷款平均利率从上周的5.3%降至4.99%，创4月初以来最低水平，也是7月初以来最大单周下降。“由于同时受到高通胀、经济增长放缓这两股力量的影响，抵押贷款利率波动较大，” 房地美首席经济学家Sam Khater表示。英国央行实施1995年以来最大幅度加息 并发出长期经济衰退警告英国央行实施27年来最大幅度加息，并警告称，在通胀飙升的压力下，英国可能迎来超过一年的经济衰退。加息0.5个百分点至1.75%的决定得到了货币政策委员会9名成员中的8人支持。央行还承诺未来必要情况下再次采取强有力的行动，在接下来的几次会议上可能进行类似的加息。官员们预计英国经济将在第四季度开始衰退，并一直持续到明年底。这将是金融危机以来持续时间最长的一次衰退。官员们预计经济总量将总共萎缩约2.1%。随着天然气价格飙升，英国央行还预计通胀率将在10月份达到13.3%的峰值，并警告说2023年全年价格涨幅都将保持较高水平。这将加剧一场生活成本危机，实际可支配收入将出现60年来最严重的恶化。瑞信考虑全球裁员数千人 把成本开支再压缩10亿美元瑞信高管们正讨论在全球裁员数千人，这家陷入困境的欧洲银行寻求将整体成本基础再削减10亿美元。知情人士透露，上月开始削减亚洲前端部门员工的瑞信考虑实施一项更激进的方案，进一步降低全球雇员人数。截至6月末，该行员工总计51410人。知情人士透露，预计瑞信将在未来两个月敲定计划，除了努力重塑投行业务外，该行还在研究中后台效率低下问题。消息人士称，正在讨论的方案包括未来几年裁减数千名员工，这些计划仍是初步的，尚未做出最终决定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682175071,"gmtCreate":1658878626795,"gmtModify":1658878626795,"author":{"id":"3581646166640580","authorId":"3581646166640580","name":"心态崩溃了","avatar":"https://static.tigerbbs.com/104c5c40738aa1cf1a07a089ec0d7e50","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"3；；；；<a href=\"https://laohu8.com/U/3565846847441978\">@小鹏汽车</a><a href=\"https://laohu8.com/U/3442492216444383\">@法拉第未来未来车主</a>00","listText":"3；；；；<a href=\"https://laohu8.com/U/3565846847441978\">@小鹏汽车</a><a href=\"https://laohu8.com/U/3442492216444383\">@法拉第未来未来车主</a>00","text":"3；；；；@小鹏汽车@法拉第未来未来车主00","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682175071","repostId":"2254894873","repostType":2,"repost":{"id":"2254894873","pubTimestamp":1658877150,"share":"https://www.laohu8.com/m/news/2254894873?lang=&edition=full","pubTime":"2022-07-27 07:12","market":"hk","language":"zh","title":"微软二季度业绩低于预期！强美元冲击下收入减少近6亿 ","url":"https://stock-news.laohu8.com/highlight/detail?id=2254894873","media":"华尔街见闻","summary":"财报公布后，微软美股盘后跌超2%。","content":"<html><head></head><body><blockquote>二季度微软的营收和盈利均低于市场预期和上月下调后的业绩指引，营收创近两年最低增速；CFO称核心业务智能云Azure增速较4月预期低1个百分点、但合约数创纪录。二季度微软收缩俄罗斯业务产生费用1.26亿美元；线上广告支出减少的负面影响逾1亿美元；PC市场恶化部分造成Windows OEM收入减少逾3亿美元；俄以外地区裁员补偿金1.1亿美元。微软仍预计始于三季度的2023财年实现两位数销售增长，股价盘后先曾跌超5%，后转涨，一度涨6%。</blockquote><p>尽管上月已经因外汇的&#34;不利&#34;影响而全线下调业绩指引，微软今年二季度的收入仍然低于预期，体现了美元走强对坐拥大量海外收入的美国科技巨头有多大打击，此外，俄罗斯市场、线上广告、个人电脑市场、自身裁员也对微软有一定负面影响。</p><p>美东时间26日周二美股盘后，微软公布，截至6月30日的公司2022财年第四财季、即公历2022年第二季度，无论是收入还是盈利都低于市场预期和自身指引，并且较一季度增长明显放缓，收入还创将近两年最低增速：</p><ul><li><b>二季度营业收入518.7亿美元</b>，<b>同比增长12%，创2020年9月以来最低增速</b>，分析师预期524.5亿美元，也低于<b>微软6月下调后预期营收为519.4亿至527.4亿美元</b>，一季度同比增长18%。</li><li>二季度稀释后每股收益（EPS）为2.23美元，同比增长3%，分析师预期2.29美元，微软6月下调后预期EPS为2.24至2.32美元，一季度同比增9%。</li><li>二季度营业利润205.3亿美元，同比增长8%，微软6月下调后预期为206亿至213亿美元，一季度同比增长19.45%。</li><li>二季度净利润167.4亿美元，同比增长2%，微软6月下调后预期为168.5亿至174.3亿美元，一季度同比增8%。</li></ul><p>财报公布后的业绩电话会上，微软管理层称，在始于今年第三季度的2023财年，美元汇率可能造成全年收入增速下滑4个百分点、三季度、即第一财季销售下滑5%，但预计将在2023财年实现两位数的销售增长。</p><p>微软还预计，三季度Office等生产力业务的销售收入将介于159.5亿至162.5亿美元，Azure等智能云销售收入料将为203亿至206亿美元。</p><p>财报公布后，连跌两日的微软股价在美股盘后进一步下跌，盘后跌幅曾超过5%，此后持续回涨，业绩电话会期间转涨后，涨幅曾达到6%。<img src=\"https://static.tigerbbs.com/42a5a95f82b1037e464395d596eff815\" tg-width=\"1094\" tg-height=\"711\" referrerpolicy=\"no-referrer\"/></p><p>两大核心业务增长放缓 智能云Azure超预期放慢增长 合约数仍创纪录</p><p>分业务看，云时代微软的两大核心业务——以Azure为核心的智能云和以Office为主的生产力与商业流程业务增长均较一季度放缓，Azure收入增长放慢的程度超过分析师预期，Windows OEM收入由一季度两位数增长转为同比下降，尽显个人电脑（PC）市场颓势：</p><ul><li>包括面向企业和个人消费者的Office产品、LinkedIn、Dynamics产品和云服务在内的“生产力与商业流程”业务二季度营业收入166亿美元，同比增长13%，分析师预期166.8亿美元，一季度同比增17%。其中，Office商业产品和云服务收入同比增长9%，一季度增12%；Office 365商业收入同比增15%，一季度增17%；Office消费者产品和云服务收入同比增9%，一季度增11%；LinkedIn收入同比增长26%，一季度增34%；Dynamics产品和云服务收入同比增长19%，一季度增22%；Dynamics 365收入同比增长31%，一季度增35%。</li><li>包括Azure、GitHub、服务器产品、企业和云服务在内的“智能云”业务二季度收入209.1亿美元，同比增长20%，分析师预期210.7亿美元，其中<b>Azure和其他云服务收入二季度同比增长40%，分析师预计的平均增速为43%，一季度同比增46%</b>；服务器产品和云服务二季度收入增长22%，一季度增29%。</li><li>包括Windows、搜索、游戏机Xbox和Surface电脑在内的“更多个人计算”业务二季度收入143.6亿美元，同比增长2%，一季度同比增11%；其中<b>Windows OEM（原始设备商）二季度收入同比下降2%，一季度增11%</b>；Windows商用产品和云服务收入二季度增长6%，一季度增14%；Xbox内容和服务收入二季度下降6%，一季度增长4%；剔除流量获取成本的搜索和新闻广告收入二季度增长18%，一季度增23%；Surface收入二季度增长10%，一季度增13%。</li></ul><p><b>微软首席财务官</b>Amy Hood<b>表示，不及汇率影响，Azure的增速比今年4月预期的低1个百分点</b>。但微软签署的<b>Azure合约数达到了创纪录</b>的1000万份以上，合约价值10亿美元。</p><p>收缩在俄业务产生费用1.26亿美元 但负面影响远不及美元走强</p><p>微软的一般收入来自当地货币计价的美国以外海外市场，美元对其他主要货币汇率持续上涨，在将外币收入折合为美元统计时，就导致微软的海外收入缩水。从二季度财报看，美元走强对微软的影响显著。微软公布财报时称：</p><blockquote>二季度内不利的外汇波动对营业收入和稀释后EPS分别造成了5.95亿美元和0.04美元的负面影响。</blockquote><p>华尔街见闻注意到，上述将近6亿美元的营收损失远超当季微软估算的来自俄罗斯市场负面影响。因为微软称：</p><blockquote>随着乌克兰战争持续，我们决定大幅收缩在俄罗斯的业务。因此，录得坏账费用、资产减值、裁员补偿金相关营业费用1.26亿美元。</blockquote><p>公布一季度财报时，微软首席财务官Hood就暗示，汇率可能影响业绩指引。他说，基于对4月市场环境的重新评估，其他收入和费用可能受到5000万美元的负面影响。其他业绩指引还没有反映股票和外汇波动在整个二季度的影响。</p><p>线上广告负面影响逾1亿美元 PC市场恶化部分造成Windows OEM收入减少逾3亿 裁员补偿金超1亿</p><p>此外，微软认为的二季度负面影响还包括自身裁员、企业线上广告支出减少、中国疫情和全球PC市场恶化。具体影响分别为：</p><blockquote>广告支出减少对LinkedIn以及搜索和新闻广告收入的负面影响超过1亿美元。</blockquote><blockquote>在华生产停工时间延长到5月，以及6月PC市场恶化对Windows OEM收入的负面影响超过3亿美元。</blockquote><blockquote>作为业务体系战略调整的一部分，在俄罗斯以外市场的裁员补偿金达1.13亿美元。</blockquote><p>新近消息显示，微软裁员产生的费用还可能扩大。今年5月末就传出微软将放慢部分软件业务部门招聘速度的消息后，上周媒体又称，微软将大幅减少空缺职位数量，并在Azure云业务和安全软件部门放慢招聘速度。微软随后表示，招聘冻结将在可预见的未来继续下去。</p><p>虽然面临汇率等上述逆风，但微软管理层继续看好业务前景。</p><p>微软董事长兼CEOSatya Nadella称，我们看到，有帮助所有客户在各行各业运用数字技术克服当前挑战并变得更强大的真正机遇。在帮助企业进行势在必行的数字化、以便他们花更少的钱做更多的事方面，微软处于比其他所有公司都更有利的地位。</p><p>首席财务官Hood称，在新财年伊始，我们仍致力于在营业纪律和持续对关键战略领域投资上保持均衡，以此推动未来增长。</p></body></html>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软二季度业绩低于预期！强美元冲击下收入减少近6亿 </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微软二季度业绩低于预期！强美元冲击下收入减少近6亿 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 07:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3665894><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>二季度微软的营收和盈利均低于市场预期和上月下调后的业绩指引，营收创近两年最低增速；CFO称核心业务智能云Azure增速较4月预期低1个百分点、但合约数创纪录。二季度微软收缩俄罗斯业务产生费用1.26亿美元；线上广告支出减少的负面影响逾1亿美元；PC市场恶化部分造成Windows OEM收入减少逾3亿美元；俄以外地区裁员补偿金1.1亿美元。微软仍预计始于三季度的2023财年实现两位数销售增长，股价...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3665894\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/529b286b04af133bbcf77be6ca3f788c","relate_stocks":{"MSFT":"微软"},"source_url":"https://wallstreetcn.com/articles/3665894","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2254894873","content_text":"二季度微软的营收和盈利均低于市场预期和上月下调后的业绩指引，营收创近两年最低增速；CFO称核心业务智能云Azure增速较4月预期低1个百分点、但合约数创纪录。二季度微软收缩俄罗斯业务产生费用1.26亿美元；线上广告支出减少的负面影响逾1亿美元；PC市场恶化部分造成Windows OEM收入减少逾3亿美元；俄以外地区裁员补偿金1.1亿美元。微软仍预计始于三季度的2023财年实现两位数销售增长，股价盘后先曾跌超5%，后转涨，一度涨6%。尽管上月已经因外汇的\"不利\"影响而全线下调业绩指引，微软今年二季度的收入仍然低于预期，体现了美元走强对坐拥大量海外收入的美国科技巨头有多大打击，此外，俄罗斯市场、线上广告、个人电脑市场、自身裁员也对微软有一定负面影响。美东时间26日周二美股盘后，微软公布，截至6月30日的公司2022财年第四财季、即公历2022年第二季度，无论是收入还是盈利都低于市场预期和自身指引，并且较一季度增长明显放缓，收入还创将近两年最低增速：二季度营业收入518.7亿美元，同比增长12%，创2020年9月以来最低增速，分析师预期524.5亿美元，也低于微软6月下调后预期营收为519.4亿至527.4亿美元，一季度同比增长18%。二季度稀释后每股收益（EPS）为2.23美元，同比增长3%，分析师预期2.29美元，微软6月下调后预期EPS为2.24至2.32美元，一季度同比增9%。二季度营业利润205.3亿美元，同比增长8%，微软6月下调后预期为206亿至213亿美元，一季度同比增长19.45%。二季度净利润167.4亿美元，同比增长2%，微软6月下调后预期为168.5亿至174.3亿美元，一季度同比增8%。财报公布后的业绩电话会上，微软管理层称，在始于今年第三季度的2023财年，美元汇率可能造成全年收入增速下滑4个百分点、三季度、即第一财季销售下滑5%，但预计将在2023财年实现两位数的销售增长。微软还预计，三季度Office等生产力业务的销售收入将介于159.5亿至162.5亿美元，Azure等智能云销售收入料将为203亿至206亿美元。财报公布后，连跌两日的微软股价在美股盘后进一步下跌，盘后跌幅曾超过5%，此后持续回涨，业绩电话会期间转涨后，涨幅曾达到6%。两大核心业务增长放缓 智能云Azure超预期放慢增长 合约数仍创纪录分业务看，云时代微软的两大核心业务——以Azure为核心的智能云和以Office为主的生产力与商业流程业务增长均较一季度放缓，Azure收入增长放慢的程度超过分析师预期，Windows OEM收入由一季度两位数增长转为同比下降，尽显个人电脑（PC）市场颓势：包括面向企业和个人消费者的Office产品、LinkedIn、Dynamics产品和云服务在内的“生产力与商业流程”业务二季度营业收入166亿美元，同比增长13%，分析师预期166.8亿美元，一季度同比增17%。其中，Office商业产品和云服务收入同比增长9%，一季度增12%；Office 365商业收入同比增15%，一季度增17%；Office消费者产品和云服务收入同比增9%，一季度增11%；LinkedIn收入同比增长26%，一季度增34%；Dynamics产品和云服务收入同比增长19%，一季度增22%；Dynamics 365收入同比增长31%，一季度增35%。包括Azure、GitHub、服务器产品、企业和云服务在内的“智能云”业务二季度收入209.1亿美元，同比增长20%，分析师预期210.7亿美元，其中Azure和其他云服务收入二季度同比增长40%，分析师预计的平均增速为43%，一季度同比增46%；服务器产品和云服务二季度收入增长22%，一季度增29%。包括Windows、搜索、游戏机Xbox和Surface电脑在内的“更多个人计算”业务二季度收入143.6亿美元，同比增长2%，一季度同比增11%；其中Windows OEM（原始设备商）二季度收入同比下降2%，一季度增11%；Windows商用产品和云服务收入二季度增长6%，一季度增14%；Xbox内容和服务收入二季度下降6%，一季度增长4%；剔除流量获取成本的搜索和新闻广告收入二季度增长18%，一季度增23%；Surface收入二季度增长10%，一季度增13%。微软首席财务官Amy Hood表示，不及汇率影响，Azure的增速比今年4月预期的低1个百分点。但微软签署的Azure合约数达到了创纪录的1000万份以上，合约价值10亿美元。收缩在俄业务产生费用1.26亿美元 但负面影响远不及美元走强微软的一般收入来自当地货币计价的美国以外海外市场，美元对其他主要货币汇率持续上涨，在将外币收入折合为美元统计时，就导致微软的海外收入缩水。从二季度财报看，美元走强对微软的影响显著。微软公布财报时称：二季度内不利的外汇波动对营业收入和稀释后EPS分别造成了5.95亿美元和0.04美元的负面影响。华尔街见闻注意到，上述将近6亿美元的营收损失远超当季微软估算的来自俄罗斯市场负面影响。因为微软称：随着乌克兰战争持续，我们决定大幅收缩在俄罗斯的业务。因此，录得坏账费用、资产减值、裁员补偿金相关营业费用1.26亿美元。公布一季度财报时，微软首席财务官Hood就暗示，汇率可能影响业绩指引。他说，基于对4月市场环境的重新评估，其他收入和费用可能受到5000万美元的负面影响。其他业绩指引还没有反映股票和外汇波动在整个二季度的影响。线上广告负面影响逾1亿美元 PC市场恶化部分造成Windows OEM收入减少逾3亿 裁员补偿金超1亿此外，微软认为的二季度负面影响还包括自身裁员、企业线上广告支出减少、中国疫情和全球PC市场恶化。具体影响分别为：广告支出减少对LinkedIn以及搜索和新闻广告收入的负面影响超过1亿美元。在华生产停工时间延长到5月，以及6月PC市场恶化对Windows OEM收入的负面影响超过3亿美元。作为业务体系战略调整的一部分，在俄罗斯以外市场的裁员补偿金达1.13亿美元。新近消息显示，微软裁员产生的费用还可能扩大。今年5月末就传出微软将放慢部分软件业务部门招聘速度的消息后，上周媒体又称，微软将大幅减少空缺职位数量，并在Azure云业务和安全软件部门放慢招聘速度。微软随后表示，招聘冻结将在可预见的未来继续下去。虽然面临汇率等上述逆风，但微软管理层继续看好业务前景。微软董事长兼CEOSatya 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