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ljCEO

ljCEO

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IP属地：四川

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4主题

0勋章

2022-05-28

如果生命中有太多我追求的事和人或者虚空那们我必须先去学会理解它，人从此生变得一发不可收拾！恭喜自己来到这个复杂的世界，加油吧！✊✊✊

2023-05-20

在说什么狗屁废话，你有实力你也可以发布实质性的东西出来让大家见见，不要看见别人发布了，你就学马斯克一样诋毁不行，马斯克就是先诋毁别人然后自己却偷偷研发人工智能，然后被知道了才公布自己在研发人工智能，你这样说和马斯克有什么区别，大家都知道人工智能是未来必然的趋势，难道研发出来还不然发布了？你只是没研发出来而已，你搞算力你到也发布实质性的信息呀，难道你一开始发布人工智能信息的时候别人没有说你是为了提高股价别人没有诋毁你，请客观的发布些自己研发的实质性的信息，别整体说这个那个的，这样只会诋毁你自己的人品

马化腾：AI是互联网百年不遇的机遇，有些公司为提振股价太急了

2021-06-02

$晶科能源(JKS)$未来可期

2023-03-22

$Ispire Technology Inc.(ISPR)$ 请问何时上市

2022-11-29

本身就有问题有点人却被外表忽悠，细品细品

抱歉，原内容已删除

2022-05-28

努力前行，不负韶华，未来可期，加油！！！

07-18

只想说这些人说的话真不可信，真的他们会说出来，他们不会自己悄悄的跑？

Aehr Test Systems: Good Numbers But The Future Growth Is Uncertain (Rating Downgrade)

2023-05-20

请继续加息不加息看不起老美，请继续加息表演

抱歉，原内容已删除

2023-05-20

加息呀不加我看不起你，请继续加息表演

抱歉，原内容已删除

2023-05-16

得不到肉吃就说肉是臭的

抱歉，原内容已删除

2023-05-15

故意的吧吗的

抱歉，原内容已删除

2023-04-13

看来明天人工智能要涨了

抱歉，原内容已删除

2022-11-12

$晶科能源(JKS)$ 这故意拉的太明显了要不大家不要买这个股票了等主力自己玩怎么样

2022-05-28

从未对这个世界停止跳动努力前行着，加油

2022-05-28

没有什么能阻止未来的方向加油

2022-03-09

$晶科能源(JKS)$未来可期

去老虎APP查看更多动态

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,"repostId":"2452423113","repostType":2,"repost":{"id":"2452423113","pubTimestamp":1721253110,"share":"https://www.laohu8.com/m/news/2452423113?lang=&edition=full","pubTime":"2024-07-18 05:51","market":"sg","language":"en","title":"Aehr Test Systems: Good Numbers But The Future Growth Is Uncertain (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2452423113","media":"seekingalpha","summary":"Aehr Test Systems reported FY24 numbers positively, showing signs of operational improvement and diversification plans for future growth.FY24 revenues beat expectations, with a significant increase in","content":"<html><body><ul><li><a href=\"https://laohu8.com/S/AEHR\">Aehr Test Systems</a> reported FY24 numbers positively, showing signs of operational improvement and diversification plans for future growth.</li><li>FY24 revenues beat expectations, with a significant increase in net income due to a tax benefit. Effective backlog also increased, with guidance for FY25 exceeding consensus.</li><li>The company's diversification plans into new revenue segments, including AI, show potential for growth, but lack of concrete numbers and vague language from management warrant caution.</li></ul><figure><picture> <img fetchpriority=\"high\" height=\"2592px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w240 240w\" width=\"3872px\"/> </picture><figcaption> <p>nicolas_</p></figcaption></figure><h2><strong>Introduction</strong></h2> <p><strong>Aehr Test Systems (<span>NASDAQ:AEHR</span>) </strong>recently reported its FY24 numbers, which were met very positively and may be construed as the company finally saw the bottoming of its operations. The company also shed some light on its future endeavors, which involve further diversification<span> and expansion into other product testing segments. I will go through the numbers and some comments on the outlook of the company and whether it would be a good time to add or start a position.</span></p> <h2><strong>Briefly on FY24 Results</strong></h2> <p>For the quarter, the company saw revenues of $16.6m, a beat of $1.15m and down 25% y/y. Note that the decline in revenues is not as aggressive as it has been in the previous quarters, which is a sign of improvements on the horizon. GAAP net income came in at $23.9m, or $0.81 per diluted share. This is a massive beat of $0.74 but it was already communicated previously that<span> most of that income was due to the tax benefit of $20.8m and not through the company’s operational improvements. The company’s effective backlog got a nice bump from one of their main customers of around $12m for WaferPak, which was received in the first quarter of FY25, bringing its effective backlog to $20.8m. I think what got everyone excited in the past week about the company is its guidance for FY25, which came in around $2m more than the consensus anticipated.</span></p> <p>Overall, I believe that there was nothing too exciting in the numbers or the guidance, to be honest. The massive beat on EPS had nothing to do with improvements in operations, and the reaction to the upside was an overreaction, probably caused by the massive short interest in the company and the fact that the company itself finally did not guide lower for once. I also don’t understand why the stock went up another 25% on the earnings release when these numbers were already pre-announced a week ago, when the company saw its share price skyrocket too.</p> <h2><strong>Comments on the Outlook</strong></h2> <p>I also think that the reaction to the results had something to do with the company diversifying away from just being mainly in silicon carbide, which should lower its concentration risk to an extent. The company still expects its main revenue contributor to be SiC, but now the management is looking at three different revenue generators, each to bring around 10% of total revenues in the near future. These are hard disk drive applications, wafer-level burn-in of GaN power semis that are used in data centers, and of course AI applications. The company mentioned others like silicon photonics ICs used for I/O (Input/Output) communication and flash memory devices in SSDs, but management isn’t certain of the revenue potential from those just yet. Also, the company isn’t certain of the potential of the three mentioned, but they are optimistic that those will yield good results in the end. There was a lot of hedging in the comments about the potential of these revenue segments with words such as “could do”, “could be”, and “could maybe”. These are not very strong tones in my opinion, so I would take that statement with a grain of salt and adjust your expectations. However, the company is heading in the right direction by diversifying, which should in the end convince more investors that its concentration risk is coming down.</p> <p>One of the revenue catalysts that probably got the most attention is the AI part of it. The company also announced it has acquired Incal Technology, which expands Aehr’s product portfolio of test products specifically within the ultra-high-power capabilities for AI accelerators, GPUs, and HPC processors. The deal was for $21m, which consists of $14m in cash and around half a million in AEHR common stock at an average closing price of $12.60. The acquisition is already baked into the company’s FY25 revenue guidance. This was a good acquisition in my opinion. The ever-growing demand for AI may become a much bigger part of the company’s overall revenues, but that will take a while before it can scale its operations. The company is excited about the opportunity within the AI processes for LLMs, which is still in the testing phase, and has said it is working with an AI accelerator company to move its AI processor testing and burn-in to wafer-level, however, what probably was on everyone’s minds is that it was Nvidia (NVDA), unfortunately, the management confirmed it was not. Nevertheless, there is a lot of excitement there, but no concrete numbers yet, so I will be cautiously optimistic for now.</p> <p>In terms of EVs starting to recover, Tesla (TSLA) has had a massive run recently due to beating delivery expectations at the beginning of the month and then getting picked up by momentum and what I assume FOMO and meme traders to rally over 40% in one month. Onsemi (ON) has been a little more cautious about the second-half outlook, citing “<em>We expect customer inventory levels to normalize and the market to stabilize.”</em> So, there does seem to be some sort of stabilization on the way, which should help AEHR to grow its top line at a more acceptable pace than it has in the last few quarters.</p> <p>In summary, I like the diversification ideas that the company has provided here. They all seem to be a positive for the company and lessen concentration risk, however, we cannot be certain how well these will perform since the verbiage management used was vague and no concrete numbers were presented, apart from what these avenues “could” bring in going forward. I would like to see how these perform once they are operational.</p> <h2><strong>Is it a buy after the company rallied?</strong></h2> <p>I am still holding on to a small position that is about to break even right now. The last time I made assumptions about the company, management was very optimistic about growing revenues to “<em>at least $100m, representing growth of over 50% y/y”. </em>What followed since then were disastrous quarters with many lowered expectations. Back in December, I modeled that the company would reach $102m in FY24, now that number came in at $66m, with FY25 to be at least $70m by the company’s expectation, which is less than half of what I expected for FY25 to be (I said around $160m). My estimates were very off, to say the least. I gave the company a 37% CAGR over the next decade, which I thought was reasonable given how the company was growing in the last three years (at an average of 98%). Now I cannot come up with reasonable forecasts because I need to see a few more quarters to have a better idea of the revenue trajectory going forward, what the new catalysts will bring in, and how the EV sector will recover.</p> <div></div> <p>The company mentioned that Incal did around $12m last year, so taking out the acquisition, the company would not be growing. Therefore, it is tough to give some growth numbers that would exceed more than 10%, and that is quite low for a company this size. I am not going to be adding any more shares but will let them ride for a little while longer until at least I see what the recovery looks like. Therefore, I am downgrading to a hold rating for now.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Aehr Test Systems: Good Numbers But The Future Growth Is Uncertain (Rating Downgrade)</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\">\nAehr Test Systems: Good Numbers But The Future Growth Is Uncertain (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-18 05:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4704679-aehr-test-systems-good-numbers-but-the-future-growth-is-uncertain-rating-downgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Aehr Test Systems reported FY24 numbers positively, showing signs of operational improvement and diversification plans for future growth.FY24 revenues beat expectations, with a significant increase in...</p>\n\n<a href=\"https://seekingalpha.com/article/4704679-aehr-test-systems-good-numbers-but-the-future-growth-is-uncertain-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg","relate_stocks":{"AEHR":"Aehr Test Systems"},"source_url":"https://seekingalpha.com/article/4704679-aehr-test-systems-good-numbers-but-the-future-growth-is-uncertain-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2452423113","content_text":"Aehr Test Systems reported FY24 numbers positively, showing signs of operational improvement and diversification plans for future growth.FY24 revenues beat expectations, with a significant increase in net income due to a tax benefit. Effective backlog also increased, with guidance for FY25 exceeding consensus.The company's diversification plans into new revenue segments, including AI, show potential for growth, but lack of concrete numbers and vague language from management warrant caution.   nicolas_Introduction Aehr Test Systems (NASDAQ:AEHR) recently reported its FY24 numbers, which were met very positively and may be construed as the company finally saw the bottoming of its operations. The company also shed some light on its future endeavors, which involve further diversification and expansion into other product testing segments. I will go through the numbers and some comments on the outlook of the company and whether it would be a good time to add or start a position. Briefly on FY24 Results For the quarter, the company saw revenues of $16.6m, a beat of $1.15m and down 25% y/y. Note that the decline in revenues is not as aggressive as it has been in the previous quarters, which is a sign of improvements on the horizon. GAAP net income came in at $23.9m, or $0.81 per diluted share. This is a massive beat of $0.74 but it was already communicated previously that most of that income was due to the tax benefit of $20.8m and not through the company’s operational improvements. The company’s effective backlog got a nice bump from one of their main customers of around $12m for WaferPak, which was received in the first quarter of FY25, bringing its effective backlog to $20.8m. I think what got everyone excited in the past week about the company is its guidance for FY25, which came in around $2m more than the consensus anticipated. Overall, I believe that there was nothing too exciting in the numbers or the guidance, to be honest. The massive beat on EPS had nothing to do with improvements in operations, and the reaction to the upside was an overreaction, probably caused by the massive short interest in the company and the fact that the company itself finally did not guide lower for once. I also don’t understand why the stock went up another 25% on the earnings release when these numbers were already pre-announced a week ago, when the company saw its share price skyrocket too. Comments on the Outlook I also think that the reaction to the results had something to do with the company diversifying away from just being mainly in silicon carbide, which should lower its concentration risk to an extent. The company still expects its main revenue contributor to be SiC, but now the management is looking at three different revenue generators, each to bring around 10% of total revenues in the near future. These are hard disk drive applications, wafer-level burn-in of GaN power semis that are used in data centers, and of course AI applications. The company mentioned others like silicon photonics ICs used for I/O (Input/Output) communication and flash memory devices in SSDs, but management isn’t certain of the revenue potential from those just yet. Also, the company isn’t certain of the potential of the three mentioned, but they are optimistic that those will yield good results in the end. There was a lot of hedging in the comments about the potential of these revenue segments with words such as “could do”, “could be”, and “could maybe”. These are not very strong tones in my opinion, so I would take that statement with a grain of salt and adjust your expectations. However, the company is heading in the right direction by diversifying, which should in the end convince more investors that its concentration risk is coming down. One of the revenue catalysts that probably got the most attention is the AI part of it. The company also announced it has acquired Incal Technology, which expands Aehr’s product portfolio of test products specifically within the ultra-high-power capabilities for AI accelerators, GPUs, and HPC processors. The deal was for $21m, which consists of $14m in cash and around half a million in AEHR common stock at an average closing price of $12.60. The acquisition is already baked into the company’s FY25 revenue guidance. This was a good acquisition in my opinion. The ever-growing demand for AI may become a much bigger part of the company’s overall revenues, but that will take a while before it can scale its operations. The company is excited about the opportunity within the AI processes for LLMs, which is still in the testing phase, and has said it is working with an AI accelerator company to move its AI processor testing and burn-in to wafer-level, however, what probably was on everyone’s minds is that it was Nvidia (NVDA), unfortunately, the management confirmed it was not. Nevertheless, there is a lot of excitement there, but no concrete numbers yet, so I will be cautiously optimistic for now. In terms of EVs starting to recover, Tesla (TSLA) has had a massive run recently due to beating delivery expectations at the beginning of the month and then getting picked up by momentum and what I assume FOMO and meme traders to rally over 40% in one month. Onsemi (ON) has been a little more cautious about the second-half outlook, citing “We expect customer inventory levels to normalize and the market to stabilize.” So, there does seem to be some sort of stabilization on the way, which should help AEHR to grow its top line at a more acceptable pace than it has in the last few quarters. In summary, I like the diversification ideas that the company has provided here. They all seem to be a positive for the company and lessen concentration risk, however, we cannot be certain how well these will perform since the verbiage management used was vague and no concrete numbers were presented, apart from what these avenues “could” bring in going forward. I would like to see how these perform once they are operational. Is it a buy after the company rallied? I am still holding on to a small position that is about to break even right now. The last time I made assumptions about the company, management was very optimistic about growing revenues to “at least $100m, representing growth of over 50% y/y”. What followed since then were disastrous quarters with many lowered expectations. Back in December, I modeled that the company would reach $102m in FY24, now that number came in at $66m, with FY25 to be at least $70m by the company’s expectation, which is less than half of what I expected for FY25 to be (I said around $160m). My estimates were very off, to say the least. I gave the company a 37% CAGR over the next decade, which I thought was reasonable given how the company was growing in the last three years (at an average of 98%). Now I cannot come up with reasonable forecasts because I need to see a few more quarters to have a better idea of the revenue trajectory going forward, what the new catalysts will bring in, and how the EV sector will recover.  The company mentioned that Incal did around $12m last year, so taking out the acquisition, the company would not be growing. Therefore, it is tough to give some growth numbers that would exceed more than 10%, and that is quite low for a company this size. I am not going to be adding any more shares but will let them ride for a little while longer until at least I see what the recovery looks like. Therefore, I am downgrading to a hold rating for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652200298,"gmtCreate":1684543647914,"gmtModify":1684543650531,"author":{"id":"3581848510775779","authorId":"3581848510775779","name":"ljCEO","avatar":"https://static.tigerbbs.com/7d31e0b6030b9d6701634e635b8c529d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"请继续加息&nbsp; 不加息看不起老美，请继续加息表演","listText":"请继续加息&nbsp; 不加息看不起老美，请继续加息表演","text":"请继续加息 不加息看不起老美，请继续加息表演","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652200298","repostId":"1102185821","repostType":4,"repost":{"id":"1102185821","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1684542395,"share":"https://www.laohu8.com/m/news/1102185821?lang=&edition=full","pubTime":"2023-05-20 08:26","market":"hk","language":"zh","title":"昨夜今晨 | 债务谈判骤停，美股转跌，鲍威尔暗示下月暂停加息，美债跳涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1102185821","media":"老虎资讯综合","summary":"摘要：美国债务上限谈判暂停，三大指数收跌。美联储主席鲍威尔：或不该将利率上调过高抑制通胀。海外行情1、美国债务上限谈判暂停，三大指数集体收跌美国债务上限谈判暂停，美股三大指数集体收跌，道指跌0.33%","content":"<html><head></head><body><blockquote><strong>摘要：</strong>美国债务上限谈判暂停，三大指数收跌。美联储主席鲍威尔：或不该将利率上调过高抑制通胀。</blockquote><p style=\"text-align: justify;\"><strong>海外行情</strong></p><p><strong>1、美国债务上限谈判暂停，三大指数集体收跌</strong></p><p>美国债务上限谈判暂停，美股三大指数集体收跌，道指跌0.33%，本周累涨0.38%，最近9周中有7周上涨；纳指跌0.24%，本周累涨3.04%，创4月份以来最大周涨幅，周线4连涨，最近10周中有8周上涨；标普500指数跌0.15%，本周累涨1.64%，最近10周中有7周上涨。大型科技股涨跌不一，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超1%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>小幅上涨；<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌逾1%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>小幅下跌。运动鞋服零售商Foot Locker（FL）收跌27%，创最近约15个月最大单日跌幅。</p><p><strong>2、热门中概股多数下跌，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超5%</strong></p><p>热门中概股多数下跌，纳斯达克中国金龙指数跌0.81%，本周累跌1.17%。<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超5%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超2%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/YMM\">满帮</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>小幅下跌。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超3%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超1%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/WB\">微博</a>小幅上涨。</p><p><strong>3、欧股集体收涨 德国DAX30指数涨0.69%</strong></p><p>德国DAX30指数涨0.69%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.17%，法国CAC40指数涨0.61%，欧洲斯托克50指数涨0.63%。</p><p><strong>4、美国WTI原油期货周五收跌0.4% 本周上涨2.2%</strong></p><p>美国WTI原油期货周五收跌，但本周上涨超过2%。市场仍在评估美国债务上限问题与原油市场需求前景。</p><p>纽约商品交易所6月交割的西德州中质原油（WTI）期货价格下跌31美分，跌幅为0.4%，收于每桶71.55美元。按照最活跃合约计算，美国WTI原油期货本周上涨2.2%。</p><p><strong>5、纽约黄金期货周五收高1.1% 本周下跌1.9%</strong></p><p>纽约黄金期货价格周五攀升，但本周金价录得2月初以来的最大单周百分比跌幅。</p><p>纽约商品交易所6月交割的黄金期货价格上涨21.80美元，涨幅为1.1%，收于每盎司1981.60美元。</p><p>按照最活跃合约价格计算，本周黄金期货累计下跌1.9%，为截至2月3日当周以来的最大单周跌幅。</p><p style=\"text-align: justify;\"><strong>宏观新闻</strong></p><p><strong>1、债务违约的谈判一度暂停 美国众议院议长麦卡锡：将于当地时间周五晚间重回谈判室</strong></p><p>美国众议院议长麦卡锡表示，他预计，避免灾难性债务违约的谈判将在周五晚重启。“我们确实暂停了，因为白宫不会承认他们花钱太多，这让我们感到沮丧，”麦卡锡在接受Fox Business采访时表示。“白宫不会让步，”他补充道。但他表示，“我们今晚将重回谈判室。”</p><p><strong>2、美联储主席鲍威尔：或许不该将利率水平上调过高来抑制通胀</strong></p><p>当地时间5月19日，美联储主席鲍威尔指出，目前<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业面临的压力可能意味着，为了实现抑制通胀目标，利率或许不该提高到原本预计的水平。</p><p>鲍威尔表示，美联储已经采取措施应对中型银行的问题，有效地防止了最糟糕的情况发生。然而，银行业的问题仍然可能对经济产生影响。鲍威尔称：“金融稳定工具帮助稳定了银行业的状况。然而，这些问题也导致信贷条件趋紧，并可能对经济增长、就业和通胀产生影响。”</p><p><strong>3、美国财长耶伦：<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业可能有必要进行更多的合并</strong></p><p>两位知情人士称，在周四与大型银行业首席执行官的会议上，耶伦告诉高管们，随着银行业继续度过危机，可能有必要进行更多的银行合并。耶伦的言论进一步证明，尽管政府本身对企业集中度的审查感到担忧，但拜登官员开始对银行合并的想法感兴趣。</p><p>消息人士称，耶伦还表示，在最近的事件之后，美国多元化的银行体系（包括各种规模的机构）建立在坚实的基础上，她对此充满信心。</p><p><strong>4、欧洲央行行长拉加德：将采取必要措施以确保物价稳定</strong></p><p>欧洲央行行长拉加德表示，欧洲央行将采取必要措施以确保物价稳定；不应该在物价稳定和金融稳定之间做出权衡，可以同时成功地追求两个目标。</p><p><strong>5、俄外交部宣布禁止美国前总统奥巴马等500名美国公民入境</strong></p><p>当地时间5月19日，俄罗斯外交部发表声明表示，俄罗斯将禁止500名美国公民入境俄罗斯以回应美国方面针对俄罗斯的制裁。</p><p>这500人中包含美国前总统奥巴马等美国高级官员或前任官员和议员，美国媒体人士和向乌克兰提供武器的公司负责人。</p><p><strong>6、美国商务部将71个支持俄罗斯在乌克兰军事行动的实体列入贸易黑名单</strong></p><p>美国商务部将71个支持俄罗斯在乌克兰军事行动的实体列入贸易黑名单，列入黑名单的实体包括69个俄罗斯实体、1个亚美尼亚实体和1个吉尔吉斯斯坦实体。美国商务部还将扩大对俄罗斯和白俄罗斯的出口管制范围，出口管制针对俄罗斯和白俄罗斯的石油和天然气项目，包括深水、北极海域或页岩。</p><p style=\"text-align: justify;\"><strong>市场观点</strong></p><p><strong>1、经济学家警告：美国温和衰退或损失数百万个工作岗位</strong></p><p>大多数华尔街经济学家预计，美国将在未来一年陷入衰退。经济学家们平均预计，美国将在未来一年多的时间里减少约170万个工作岗位，相当于每月约12万个。</p><p>当然，每次衰退都是不同的，其影响取决于很多因素，包括造成衰退的原因和持续的时间。在某些情况下，失业率在经济仍在萎缩时达到最高点，而在其他情况下，在经济衰退正式结束几个月后，失业率才达到最高点。</p><p>许多经济学家目前认为，美国经济将“温和”衰退，但即使是这种情况，至少也会导致数十万美国人失业。根据亚特兰大联储模型的基线假设，一年内失业率达到4.2%或更高，将意味着美国月度净就业人数已变为负值。</p><p><strong>2、美联储三号人物：没证据表明自然的极低利率时代结束</strong></p><p>周五，美联储三号人物、纽约联储主席<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>表示，尽管受到新冠疫情和由此引发的通胀飙升的影响，但美国和其他主要经济体仍处于低利率环境。“重要的是，没有证据表明自然的极低利率时代已经结束。”</p><p style=\"text-align: justify;\"><strong>公司新闻</strong></p><p><strong>1、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：对美国库存的部分Model 3车型提供1300美元左右的折扣</strong></p><p>特斯拉美国官网显示，特斯拉对美国库存的部分Model 3车型提供了超过1300美元的折扣。</p><p><strong>2、Instagram正计划推出一款基于文本的应用，将与推特展开竞争。</strong></p><p>Meta旗下的Instagram计划发布一款基于文本的应用，与推特展开竞争。据知情人士透露，该公司目前正在与名人和有影响力的人士一起测试这个项目。</p><p>据其中一位知情人士透露，几个月来，选定的创作者一直可以秘密使用该软件。知名的数字媒体营销专家和企业战略家、加州大学洛杉矶分校兼任教授Lia Haberman表示，这款应用将独立于Instagram，但允许人们连接账户，最早可能在6月推出。</p><p><strong>3、<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>将从2023年5月起出售部分库存的Yeezy品牌产品</strong></p><p><a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>将从2023年5月起出售部分库存的Yeezy品牌产品；该公司同时表示，有相当部分的Yeezy产品可能会被无偿捐赠；公司称，此举不会对其业绩前景预测造成影响，并正在考虑进一步清空Yeezy品牌存货的行动。</p><p><strong>4、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>首席执行官Gorman将在12个月内卸任</strong></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的首席执行官James Gorman计划在未来12个月内卸任，之后将担任该行的执行董事长一段时间。</p><p>“这是董事会和我的预期，在未来12个月的某个时候发生，”现年64岁的Gorman周五在该行的年会上表示。“这是当前在外部环境没有重大变化下的预期。”</p><p>Gorman周五表示，在卸任CEO一职后，将担任执行董事长一段时间。</p><p>他说：“我们相信这种结构将确保摩根士丹利的持续稳定，同时为在新领导层带领下未来十年令人振奋的增长做好准备”。</p><p><strong>5、GPT-4难撼商业版图，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>舍弃将默认浏览器从<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>换成必应的讨论</strong></p><p>据媒体周五援引消息人士报道，全球最大智能手机生产商<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，已经舍弃了将手机浏览器默认搜索引擎从谷歌改为<a href=\"https://laohu8.com/S/MSFT\">微软</a>必应的讨论。</p><p>据内部人士爆料，三星已经中止了相关的评估工作。根据上个月的报道，在微软必应搭载GPT-4后，三星曾评估是否需要更换手机内置浏览器的默认搜索引擎，此举也引发了谷歌的“恐慌”。</p><p><strong>6、多个渠道<a href=\"https://laohu8.com/S/KO\">可口可乐</a>涨价，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>或将告别3.5元时代</strong></p><p>可口可乐在2022年从3元迈入3.5元时代后，价格又出现上涨。近日，多个终端的可口可乐都进行了不同程度的涨价，便利店、小超市以及不同商超可乐售价都略有不同。以最常见的500ml塑料瓶装可口可乐为例，</p><p>红星资本局走访发现，在四川省成都市，在连锁便利店见福，店里售卖的该规格可口可乐和<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>均为3.8元/瓶，收银员表示涨价从今年开始。在超市，<a href=\"https://laohu8.com/S/002697\">红旗连锁</a>和<a href=\"https://laohu8.com/S/601933\">永辉超市</a>的该规格可口可乐售价均为3.5元/瓶，有收银员表示，也是今年涨到3.5元。在更分散的街边小店和餐饮店，该规格可口可乐的售价在3元至4元/瓶不等，一位餐饮店老板表示去年就涨价到了4元/瓶。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨 | 债务谈判骤停，美股转跌，鲍威尔暗示下月暂停加息，美债跳涨</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昨夜今晨 | 债务谈判骤停，美股转跌，鲍威尔暗示下月暂停加息，美债跳涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-05-20 08:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><strong>摘要：</strong>美国债务上限谈判暂停，三大指数收跌。美联储主席鲍威尔：或不该将利率上调过高抑制通胀。</blockquote><p style=\"text-align: justify;\"><strong>海外行情</strong></p><p><strong>1、美国债务上限谈判暂停，三大指数集体收跌</strong></p><p>美国债务上限谈判暂停，美股三大指数集体收跌，道指跌0.33%，本周累涨0.38%，最近9周中有7周上涨；纳指跌0.24%，本周累涨3.04%，创4月份以来最大周涨幅，周线4连涨，最近10周中有8周上涨；标普500指数跌0.15%，本周累涨1.64%，最近10周中有7周上涨。大型科技股涨跌不一，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超1%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>小幅上涨；<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌逾1%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>小幅下跌。运动鞋服零售商Foot Locker（FL）收跌27%，创最近约15个月最大单日跌幅。</p><p><strong>2、热门中概股多数下跌，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超5%</strong></p><p>热门中概股多数下跌，纳斯达克中国金龙指数跌0.81%，本周累跌1.17%。<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超5%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超2%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/YMM\">满帮</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>小幅下跌。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超3%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超1%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/WB\">微博</a>小幅上涨。</p><p><strong>3、欧股集体收涨 德国DAX30指数涨0.69%</strong></p><p>德国DAX30指数涨0.69%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.17%，法国CAC40指数涨0.61%，欧洲斯托克50指数涨0.63%。</p><p><strong>4、美国WTI原油期货周五收跌0.4% 本周上涨2.2%</strong></p><p>美国WTI原油期货周五收跌，但本周上涨超过2%。市场仍在评估美国债务上限问题与原油市场需求前景。</p><p>纽约商品交易所6月交割的西德州中质原油（WTI）期货价格下跌31美分，跌幅为0.4%，收于每桶71.55美元。按照最活跃合约计算，美国WTI原油期货本周上涨2.2%。</p><p><strong>5、纽约黄金期货周五收高1.1% 本周下跌1.9%</strong></p><p>纽约黄金期货价格周五攀升，但本周金价录得2月初以来的最大单周百分比跌幅。</p><p>纽约商品交易所6月交割的黄金期货价格上涨21.80美元，涨幅为1.1%，收于每盎司1981.60美元。</p><p>按照最活跃合约价格计算，本周黄金期货累计下跌1.9%，为截至2月3日当周以来的最大单周跌幅。</p><p style=\"text-align: justify;\"><strong>宏观新闻</strong></p><p><strong>1、债务违约的谈判一度暂停 美国众议院议长麦卡锡：将于当地时间周五晚间重回谈判室</strong></p><p>美国众议院议长麦卡锡表示，他预计，避免灾难性债务违约的谈判将在周五晚重启。“我们确实暂停了，因为白宫不会承认他们花钱太多，这让我们感到沮丧，”麦卡锡在接受Fox Business采访时表示。“白宫不会让步，”他补充道。但他表示，“我们今晚将重回谈判室。”</p><p><strong>2、美联储主席鲍威尔：或许不该将利率水平上调过高来抑制通胀</strong></p><p>当地时间5月19日，美联储主席鲍威尔指出，目前<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业面临的压力可能意味着，为了实现抑制通胀目标，利率或许不该提高到原本预计的水平。</p><p>鲍威尔表示，美联储已经采取措施应对中型银行的问题，有效地防止了最糟糕的情况发生。然而，银行业的问题仍然可能对经济产生影响。鲍威尔称：“金融稳定工具帮助稳定了银行业的状况。然而，这些问题也导致信贷条件趋紧，并可能对经济增长、就业和通胀产生影响。”</p><p><strong>3、美国财长耶伦：<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业可能有必要进行更多的合并</strong></p><p>两位知情人士称，在周四与大型银行业首席执行官的会议上，耶伦告诉高管们，随着银行业继续度过危机，可能有必要进行更多的银行合并。耶伦的言论进一步证明，尽管政府本身对企业集中度的审查感到担忧，但拜登官员开始对银行合并的想法感兴趣。</p><p>消息人士称，耶伦还表示，在最近的事件之后，美国多元化的银行体系（包括各种规模的机构）建立在坚实的基础上，她对此充满信心。</p><p><strong>4、欧洲央行行长拉加德：将采取必要措施以确保物价稳定</strong></p><p>欧洲央行行长拉加德表示，欧洲央行将采取必要措施以确保物价稳定；不应该在物价稳定和金融稳定之间做出权衡，可以同时成功地追求两个目标。</p><p><strong>5、俄外交部宣布禁止美国前总统奥巴马等500名美国公民入境</strong></p><p>当地时间5月19日，俄罗斯外交部发表声明表示，俄罗斯将禁止500名美国公民入境俄罗斯以回应美国方面针对俄罗斯的制裁。</p><p>这500人中包含美国前总统奥巴马等美国高级官员或前任官员和议员，美国媒体人士和向乌克兰提供武器的公司负责人。</p><p><strong>6、美国商务部将71个支持俄罗斯在乌克兰军事行动的实体列入贸易黑名单</strong></p><p>美国商务部将71个支持俄罗斯在乌克兰军事行动的实体列入贸易黑名单，列入黑名单的实体包括69个俄罗斯实体、1个亚美尼亚实体和1个吉尔吉斯斯坦实体。美国商务部还将扩大对俄罗斯和白俄罗斯的出口管制范围，出口管制针对俄罗斯和白俄罗斯的石油和天然气项目，包括深水、北极海域或页岩。</p><p style=\"text-align: justify;\"><strong>市场观点</strong></p><p><strong>1、经济学家警告：美国温和衰退或损失数百万个工作岗位</strong></p><p>大多数华尔街经济学家预计，美国将在未来一年陷入衰退。经济学家们平均预计，美国将在未来一年多的时间里减少约170万个工作岗位，相当于每月约12万个。</p><p>当然，每次衰退都是不同的，其影响取决于很多因素，包括造成衰退的原因和持续的时间。在某些情况下，失业率在经济仍在萎缩时达到最高点，而在其他情况下，在经济衰退正式结束几个月后，失业率才达到最高点。</p><p>许多经济学家目前认为，美国经济将“温和”衰退，但即使是这种情况，至少也会导致数十万美国人失业。根据亚特兰大联储模型的基线假设，一年内失业率达到4.2%或更高，将意味着美国月度净就业人数已变为负值。</p><p><strong>2、美联储三号人物：没证据表明自然的极低利率时代结束</strong></p><p>周五，美联储三号人物、纽约联储主席<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>表示，尽管受到新冠疫情和由此引发的通胀飙升的影响，但美国和其他主要经济体仍处于低利率环境。“重要的是，没有证据表明自然的极低利率时代已经结束。”</p><p style=\"text-align: justify;\"><strong>公司新闻</strong></p><p><strong>1、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：对美国库存的部分Model 3车型提供1300美元左右的折扣</strong></p><p>特斯拉美国官网显示，特斯拉对美国库存的部分Model 3车型提供了超过1300美元的折扣。</p><p><strong>2、Instagram正计划推出一款基于文本的应用，将与推特展开竞争。</strong></p><p>Meta旗下的Instagram计划发布一款基于文本的应用，与推特展开竞争。据知情人士透露，该公司目前正在与名人和有影响力的人士一起测试这个项目。</p><p>据其中一位知情人士透露，几个月来，选定的创作者一直可以秘密使用该软件。知名的数字媒体营销专家和企业战略家、加州大学洛杉矶分校兼任教授Lia Haberman表示，这款应用将独立于Instagram，但允许人们连接账户，最早可能在6月推出。</p><p><strong>3、<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>将从2023年5月起出售部分库存的Yeezy品牌产品</strong></p><p><a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>将从2023年5月起出售部分库存的Yeezy品牌产品；该公司同时表示，有相当部分的Yeezy产品可能会被无偿捐赠；公司称，此举不会对其业绩前景预测造成影响，并正在考虑进一步清空Yeezy品牌存货的行动。</p><p><strong>4、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>首席执行官Gorman将在12个月内卸任</strong></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的首席执行官James Gorman计划在未来12个月内卸任，之后将担任该行的执行董事长一段时间。</p><p>“这是董事会和我的预期，在未来12个月的某个时候发生，”现年64岁的Gorman周五在该行的年会上表示。“这是当前在外部环境没有重大变化下的预期。”</p><p>Gorman周五表示，在卸任CEO一职后，将担任执行董事长一段时间。</p><p>他说：“我们相信这种结构将确保摩根士丹利的持续稳定，同时为在新领导层带领下未来十年令人振奋的增长做好准备”。</p><p><strong>5、GPT-4难撼商业版图，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>舍弃将默认浏览器从<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>换成必应的讨论</strong></p><p>据媒体周五援引消息人士报道，全球最大智能手机生产商<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，已经舍弃了将手机浏览器默认搜索引擎从谷歌改为<a href=\"https://laohu8.com/S/MSFT\">微软</a>必应的讨论。</p><p>据内部人士爆料，三星已经中止了相关的评估工作。根据上个月的报道，在微软必应搭载GPT-4后，三星曾评估是否需要更换手机内置浏览器的默认搜索引擎，此举也引发了谷歌的“恐慌”。</p><p><strong>6、多个渠道<a href=\"https://laohu8.com/S/KO\">可口可乐</a>涨价，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>或将告别3.5元时代</strong></p><p>可口可乐在2022年从3元迈入3.5元时代后，价格又出现上涨。近日，多个终端的可口可乐都进行了不同程度的涨价，便利店、小超市以及不同商超可乐售价都略有不同。以最常见的500ml塑料瓶装可口可乐为例，</p><p>红星资本局走访发现，在四川省成都市，在连锁便利店见福，店里售卖的该规格可口可乐和<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>均为3.8元/瓶，收银员表示涨价从今年开始。在超市，<a href=\"https://laohu8.com/S/002697\">红旗连锁</a>和<a href=\"https://laohu8.com/S/601933\">永辉超市</a>的该规格可口可乐售价均为3.5元/瓶，有收银员表示，也是今年涨到3.5元。在更分散的街边小店和餐饮店，该规格可口可乐的售价在3元至4元/瓶不等，一位餐饮店老板表示去年就涨价到了4元/瓶。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fa7c522340c9f1e78e78f0c1543440e","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102185821","content_text":"摘要：美国债务上限谈判暂停，三大指数收跌。美联储主席鲍威尔：或不该将利率上调过高抑制通胀。海外行情1、美国债务上限谈判暂停，三大指数集体收跌美国债务上限谈判暂停，美股三大指数集体收跌，道指跌0.33%，本周累涨0.38%，最近9周中有7周上涨；纳指跌0.24%，本周累涨3.04%，创4月份以来最大周涨幅，周线4连涨，最近10周中有8周上涨；标普500指数跌0.15%，本周累涨1.64%，最近10周中有7周上涨。大型科技股涨跌不一，特斯拉涨超1%，苹果小幅上涨；英伟达、奈飞跌逾1%，微软、谷歌小幅下跌。运动鞋服零售商Foot Locker（FL）收跌27%，创最近约15个月最大单日跌幅。2、热门中概股多数下跌，爱奇艺跌超5%热门中概股多数下跌，纳斯达克中国金龙指数跌0.81%，本周累跌1.17%。爱奇艺跌超5%，腾讯音乐、京东、阿里巴巴跌超2%，拼多多、小鹏汽车、唯品会、满帮、百度、哔哩哔哩小幅下跌。蔚来涨超3%，理想汽车涨超1%，网易、微博小幅上涨。3、欧股集体收涨 德国DAX30指数涨0.69%德国DAX30指数涨0.69%，英国富时100指数涨0.17%，法国CAC40指数涨0.61%，欧洲斯托克50指数涨0.63%。4、美国WTI原油期货周五收跌0.4% 本周上涨2.2%美国WTI原油期货周五收跌，但本周上涨超过2%。市场仍在评估美国债务上限问题与原油市场需求前景。纽约商品交易所6月交割的西德州中质原油（WTI）期货价格下跌31美分，跌幅为0.4%，收于每桶71.55美元。按照最活跃合约计算，美国WTI原油期货本周上涨2.2%。5、纽约黄金期货周五收高1.1% 本周下跌1.9%纽约黄金期货价格周五攀升，但本周金价录得2月初以来的最大单周百分比跌幅。纽约商品交易所6月交割的黄金期货价格上涨21.80美元，涨幅为1.1%，收于每盎司1981.60美元。按照最活跃合约价格计算，本周黄金期货累计下跌1.9%，为截至2月3日当周以来的最大单周跌幅。宏观新闻1、债务违约的谈判一度暂停 美国众议院议长麦卡锡：将于当地时间周五晚间重回谈判室美国众议院议长麦卡锡表示，他预计，避免灾难性债务违约的谈判将在周五晚重启。“我们确实暂停了，因为白宫不会承认他们花钱太多，这让我们感到沮丧，”麦卡锡在接受Fox Business采访时表示。“白宫不会让步，”他补充道。但他表示，“我们今晚将重回谈判室。”2、美联储主席鲍威尔：或许不该将利率水平上调过高来抑制通胀当地时间5月19日，美联储主席鲍威尔指出，目前美国银行业面临的压力可能意味着，为了实现抑制通胀目标，利率或许不该提高到原本预计的水平。鲍威尔表示，美联储已经采取措施应对中型银行的问题，有效地防止了最糟糕的情况发生。然而，银行业的问题仍然可能对经济产生影响。鲍威尔称：“金融稳定工具帮助稳定了银行业的状况。然而，这些问题也导致信贷条件趋紧，并可能对经济增长、就业和通胀产生影响。”3、美国财长耶伦：美国银行业可能有必要进行更多的合并两位知情人士称，在周四与大型银行业首席执行官的会议上，耶伦告诉高管们，随着银行业继续度过危机，可能有必要进行更多的银行合并。耶伦的言论进一步证明，尽管政府本身对企业集中度的审查感到担忧，但拜登官员开始对银行合并的想法感兴趣。消息人士称，耶伦还表示，在最近的事件之后，美国多元化的银行体系（包括各种规模的机构）建立在坚实的基础上，她对此充满信心。4、欧洲央行行长拉加德：将采取必要措施以确保物价稳定欧洲央行行长拉加德表示，欧洲央行将采取必要措施以确保物价稳定；不应该在物价稳定和金融稳定之间做出权衡，可以同时成功地追求两个目标。5、俄外交部宣布禁止美国前总统奥巴马等500名美国公民入境当地时间5月19日，俄罗斯外交部发表声明表示，俄罗斯将禁止500名美国公民入境俄罗斯以回应美国方面针对俄罗斯的制裁。这500人中包含美国前总统奥巴马等美国高级官员或前任官员和议员，美国媒体人士和向乌克兰提供武器的公司负责人。6、美国商务部将71个支持俄罗斯在乌克兰军事行动的实体列入贸易黑名单美国商务部将71个支持俄罗斯在乌克兰军事行动的实体列入贸易黑名单，列入黑名单的实体包括69个俄罗斯实体、1个亚美尼亚实体和1个吉尔吉斯斯坦实体。美国商务部还将扩大对俄罗斯和白俄罗斯的出口管制范围，出口管制针对俄罗斯和白俄罗斯的石油和天然气项目，包括深水、北极海域或页岩。市场观点1、经济学家警告：美国温和衰退或损失数百万个工作岗位大多数华尔街经济学家预计，美国将在未来一年陷入衰退。经济学家们平均预计，美国将在未来一年多的时间里减少约170万个工作岗位，相当于每月约12万个。当然，每次衰退都是不同的，其影响取决于很多因素，包括造成衰退的原因和持续的时间。在某些情况下，失业率在经济仍在萎缩时达到最高点，而在其他情况下，在经济衰退正式结束几个月后，失业率才达到最高点。许多经济学家目前认为，美国经济将“温和”衰退，但即使是这种情况，至少也会导致数十万美国人失业。根据亚特兰大联储模型的基线假设，一年内失业率达到4.2%或更高，将意味着美国月度净就业人数已变为负值。2、美联储三号人物：没证据表明自然的极低利率时代结束周五，美联储三号人物、纽约联储主席威廉姆斯表示，尽管受到新冠疫情和由此引发的通胀飙升的影响，但美国和其他主要经济体仍处于低利率环境。“重要的是，没有证据表明自然的极低利率时代已经结束。”公司新闻1、特斯拉：对美国库存的部分Model 3车型提供1300美元左右的折扣特斯拉美国官网显示，特斯拉对美国库存的部分Model 3车型提供了超过1300美元的折扣。2、Instagram正计划推出一款基于文本的应用，将与推特展开竞争。Meta旗下的Instagram计划发布一款基于文本的应用，与推特展开竞争。据知情人士透露，该公司目前正在与名人和有影响力的人士一起测试这个项目。据其中一位知情人士透露，几个月来，选定的创作者一直可以秘密使用该软件。知名的数字媒体营销专家和企业战略家、加州大学洛杉矶分校兼任教授Lia Haberman表示，这款应用将独立于Instagram，但允许人们连接账户，最早可能在6月推出。3、阿迪达斯将从2023年5月起出售部分库存的Yeezy品牌产品阿迪达斯将从2023年5月起出售部分库存的Yeezy品牌产品；该公司同时表示，有相当部分的Yeezy产品可能会被无偿捐赠；公司称，此举不会对其业绩前景预测造成影响，并正在考虑进一步清空Yeezy品牌存货的行动。4、摩根士丹利首席执行官Gorman将在12个月内卸任摩根士丹利的首席执行官James Gorman计划在未来12个月内卸任，之后将担任该行的执行董事长一段时间。“这是董事会和我的预期，在未来12个月的某个时候发生，”现年64岁的Gorman周五在该行的年会上表示。“这是当前在外部环境没有重大变化下的预期。”Gorman周五表示，在卸任CEO一职后，将担任执行董事长一段时间。他说：“我们相信这种结构将确保摩根士丹利的持续稳定，同时为在新领导层带领下未来十年令人振奋的增长做好准备”。5、GPT-4难撼商业版图，三星舍弃将默认浏览器从谷歌换成必应的讨论据媒体周五援引消息人士报道，全球最大智能手机生产商三星，已经舍弃了将手机浏览器默认搜索引擎从谷歌改为微软必应的讨论。据内部人士爆料，三星已经中止了相关的评估工作。根据上个月的报道，在微软必应搭载GPT-4后，三星曾评估是否需要更换手机内置浏览器的默认搜索引擎，此举也引发了谷歌的“恐慌”。6、多个渠道可口可乐涨价，可口可乐或将告别3.5元时代可口可乐在2022年从3元迈入3.5元时代后，价格又出现上涨。近日，多个终端的可口可乐都进行了不同程度的涨价，便利店、小超市以及不同商超可乐售价都略有不同。以最常见的500ml塑料瓶装可口可乐为例，红星资本局走访发现，在四川省成都市，在连锁便利店见福，店里售卖的该规格可口可乐和百事可乐均为3.8元/瓶，收银员表示涨价从今年开始。在超市，红旗连锁和永辉超市的该规格可口可乐售价均为3.5元/瓶，有收银员表示，也是今年涨到3.5元。在更分散的街边小店和餐饮店，该规格可口可乐的售价在3元至4元/瓶不等，一位餐饮店老板表示去年就涨价到了4元/瓶。","news_type":1},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652200116,"gmtCreate":1684542699535,"gmtModify":1684548678617,"author":{"id":"3581848510775779","authorId":"3581848510775779","name":"ljCEO","avatar":"https://static.tigerbbs.com/7d31e0b6030b9d6701634e635b8c529d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"在说什么狗屁废话，你有实力 你也可以发布实质性的东西出来让大家见见，不要看见别人发布了，你就学马斯克一样诋毁不行，马斯克就是先诋毁别人然后自己却偷偷研发人工智能，然后被知道了才公布自己在研发人工智能，你这样说和马斯克有什么区别，大家都知道人工智能是未来必然的趋势，难道研发出来还不然发布了？你只是没研发出来而已，你搞算力 你到也发布实质性的信息呀，难道你一开始发布人工智能信息的时候别人没有说你是为了提高股价 别人没有诋毁你，请客观的发布些自己研发的实质性的信息，别整体说这个那个的，这样只会诋毁你自己的人品","listText":"在说什么狗屁废话，你有实力 你也可以发布实质性的东西出来让大家见见，不要看见别人发布了，你就学马斯克一样诋毁不行，马斯克就是先诋毁别人然后自己却偷偷研发人工智能，然后被知道了才公布自己在研发人工智能，你这样说和马斯克有什么区别，大家都知道人工智能是未来必然的趋势，难道研发出来还不然发布了？你只是没研发出来而已，你搞算力 你到也发布实质性的信息呀，难道你一开始发布人工智能信息的时候别人没有说你是为了提高股价 别人没有诋毁你，请客观的发布些自己研发的实质性的信息，别整体说这个那个的，这样只会诋毁你自己的人品","text":"在说什么狗屁废话，你有实力 你也可以发布实质性的东西出来让大家见见，不要看见别人发布了，你就学马斯克一样诋毁不行，马斯克就是先诋毁别人然后自己却偷偷研发人工智能，然后被知道了才公布自己在研发人工智能，你这样说和马斯克有什么区别，大家都知道人工智能是未来必然的趋势，难道研发出来还不然发布了？你只是没研发出来而已，你搞算力 你到也发布实质性的信息呀，难道你一开始发布人工智能信息的时候别人没有说你是为了提高股价 别人没有诋毁你，请客观的发布些自己研发的实质性的信息，别整体说这个那个的，这样只会诋毁你自己的人品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/652200116","repostId":"2336454702","repostType":4,"isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000663","authorId":"9000000000000663","name":"以肉克刚","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"你是个刚直勇猛的人，我看出来了","text":"你是个刚直勇猛的人，我看出来了","html":"你是个刚直勇猛的人，我看出来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652677438,"gmtCreate":1684542199624,"gmtModify":1684548650128,"author":{"id":"3581848510775779","authorId":"3581848510775779","name":"ljCEO","avatar":"https://static.tigerbbs.com/7d31e0b6030b9d6701634e635b8c529d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"加息呀&nbsp; &nbsp;不加我看不起你，请继续加息表演","listText":"加息呀&nbsp; &nbsp;不加我看不起你，请继续加息表演","text":"加息呀 不加我看不起你，请继续加息表演","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652677438","repostId":"1143041736","repostType":4,"repost":{"id":"1143041736","pubTimestamp":1684508876,"share":"https://www.laohu8.com/m/news/1143041736?lang=&edition=full","pubTime":"2023-05-19 23:07","market":"us","language":"zh","title":"鲍威尔：美国通胀远远高于2%目标，鉴于信贷压力可能无需继续加息","url":"https://stock-news.laohu8.com/highlight/detail?id=1143041736","media":"华尔街见闻","summary":"虽然强调抗击通胀的必要性，鲍威尔还是发表鸽派信号称，自己倾向于支持6月暂不加息，而且银行业危机导致的信贷条件收紧，可能意味着美联储峰值利率将低于预期：“FOMC尚未就货币政策应进一步收紧多少而作出决定","content":"<html><head></head><body><blockquote>虽然强调抗击通胀的必要性，鲍威尔还是发表鸽派信号称，自己倾向于支持6月暂不加息，而且银行业危机导致的信贷条件收紧，可能意味着美联储峰值利率将低于预期：“FOMC尚未就货币政策应进一步收紧多少而作出决定。”</blockquote><p style=\"text-align: justify;\">5月19日周五，美联储主席鲍威尔在美国首都华盛顿特区出席了名为“货币政策观点”的小组讨论。</p><h2>鲍威尔：对6月暂停加息持开放态度，预警银行业压力波及更广泛经济</h2><p style=\"text-align: justify;\">虽然他依旧强调，“美国通胀远远高于我们2%的目标”，若抗通胀失败，将造成漫长的痛苦。他称，FOMC“强有力地致力于”让通胀重返目标2%的承诺，物价稳定是经济保持强劲的根基。</p><p style=\"text-align: justify;\"><strong>但鲍威尔继而发表鸽派信号称，自己倾向于支持6月会议暂不加息，</strong>而且银行业危机导致的信贷条件收紧，可能意味着美联储峰值利率将低于预期：</p><blockquote>“鉴于信贷压力可能对经济增长、就业和通胀造成的负面影响，可能无需（继续）加息至那么高的水平就能成功打压通胀。</blockquote><blockquote>美联储在收紧货币政策方面已取得长足进步，政策立场现在是对经济增长具有限制性的。做太多与做太少的风险正变得更加平衡。</blockquote><blockquote>我们面临着迄今为止收紧政策的效应滞后，以及近期银行业压力导致的信贷收紧程度等多重不确定性。</blockquote><blockquote>有鉴于此，美联储有能力观察更多数据和未来前景的演变，然后再决定可能需要提高多少利率。”</blockquote><p style=\"text-align: justify;\">同时，鲍威尔也强调季度经济预测的准确度通常存在挑战，他上述提到的观点及其能实现的程度也都存在不确定性，理由是“未来前景面临着历史性高企的不确定性”，所以：</p><blockquote>“FOMC尚未就货币政策应进一步收紧多少而作出决定。”</blockquote><p style=\"text-align: justify;\">鲍威尔提到，此前美联储一直预料政策应该进一步收紧，“但最近这样的考量有所改变”。</p><p style=\"text-align: justify;\"><strong>有分析称，这说明银行业危机后，鲍威尔开始释放“保持耐心”的利率路径信号。“新美联储通讯社”Nick Timiraos也称，鲍威尔点明银行业压力将影响货币决策。</strong></p><p style=\"text-align: justify;\">因为鲍威尔警告道：</p><blockquote>“美联储处置银行倒闭事件引发的金融压力工具，与主要用利率来管理货币政策的工具是彼此独立的，（所以3月银行业危机后，美联储仍选择继续加息）。</blockquote><blockquote>但这两类工具仍具有关联性，其效果往往不是完全独立呈现，而是交织在一起，这令两种工具不可能绝对和完全分离。”</blockquote><h2>鲍威尔讲话时债务上限谈判突现波澜，美股转跌，交易员循序下调6月加息押注</h2><p style=\"text-align: justify;\"><strong>在鲍威尔讲话期间，美股指数涨幅显著收窄至全线转跌</strong>，道指抹去逾110点的涨幅，纳指、标普500指数和罗素小盘股分别抹去盘初0.3%、0.3%和0.9%的涨幅。</p><p style=\"text-align: justify;\">这主要是因为美国债务上限谈判突显负面波折，共和党债务谈判代表退出谈判，称白宫方面在谈判过程中显得有些不理性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63d382eab3a4151b13765223a5e08a22\" tg-width=\"640\" tg-height=\"64\"/></p><p style=\"text-align: justify;\">同时，美国国债价格收复跌幅，收益率回落，两年期收益率一度跌10个基点。美元指数DXY止步三日连涨并触及日低。</p><p style=\"text-align: justify;\">最新的美联储利率互换工具显示，交易员们下调FOMC在6月份加息的可能性至不足17%，暂不加息可能性升至83%，主要由于拜登政府与国会的债务上限磋商陷入僵持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e120825a54da04adf42e7884403140d0\" tg-width=\"640\" tg-height=\"319\"/></p><p style=\"text-align: justify;\"><strong>此前，市场一度对美联储下一步行动产生了分歧</strong>。周五上午的期货市场定价曾显示，投资者押注6月继续加息25个基点的概率约为35%，显著高于5月会议结束后的近零概率。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d525be2609f3a3ad04e582aa4ba6f57\" tg-width=\"640\" tg-height=\"323\"/></p><p style=\"text-align: justify;\">近期多位美联储官员也给出了意见相左的利率路径信号。达拉斯联储主席和克利夫兰联储主席都更倾向于继续加息，芝加哥和亚特兰大联储主席则希望在不确定性飙升之际采取更谨慎的做法。</p><p style=\"text-align: justify;\">此外，KBW地区银行股指数在鲍威尔讲话期间跌幅扩大至3%，西太平洋合众银行和阿莱恩斯西部银行跌超5%。不过，鲍威尔称，众多银行乃至美国银行系统强有力且具有韧性。</p><p style=\"text-align: justify;\">观察人士注意到，<strong>鲍威尔在本次讲话中更多在念已经准备好的稿件，并强调了很多次经济和未来货币政策面临的更多不确定性</strong>，这表明他在非常谨慎和有意识地传递利率路径信号。</p><p style=\"text-align: justify;\">宏观分析师Cameron Crise则指出，鲍威尔有关总供给的评论并非特别鸽派，因为他提到：</p><blockquote>“我们肯定可能会看到继续发生供应链冲击，不知道供应冲击的顽固程度，疫情之前由全球化带来的积极供给冲击可能不会重现，这将支持更高的通胀趋势水平，或相应拉高中性利率。”</blockquote><p style=\"text-align: justify;\">前文提到的“新美联储通讯社”、华尔街日报记者Nick Timiraos还称，美联储“三号人物”、纽约联储主席威廉姆斯在鲍威尔讲话前发表演讲，表明疫情“并未改变对中性利率的模型估计”，即“没有证据表明极低的中性利率时代已经结束”。</p><p style=\"text-align: justify;\">该文章称，若对中性利率的预估值上移，则代表美联储遏制通胀所需的利率水平将大大提高；但若中性利率的估计值不变，那么如果美联储在未来几年内成功将通胀降至2%目标后，联邦基金利率可能会重回3%下方：</p><blockquote>“该模型显示，去年底经通胀调整的中性利率约为0.7%，并在过去一年有所下降，尽管这些估计值的不确定性程度很大。3 月份美联储首选的通胀指标——个人消费支出PCE价格指数为4.2%，这意味着名义中性利率将低于5%。”</blockquote></body></html>","source":"wallstreetcn_api","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>鲍威尔：美国通胀远远高于2%目标，鉴于信贷压力可能无需继续加息</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鲍威尔：美国通胀远远高于2%目标，鉴于信贷压力可能无需继续加息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-19 23:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3689211><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>虽然强调抗击通胀的必要性，鲍威尔还是发表鸽派信号称，自己倾向于支持6月暂不加息，而且银行业危机导致的信贷条件收紧，可能意味着美联储峰值利率将低于预期：“FOMC尚未就货币政策应进一步收紧多少而作出决定。”5月19日周五，美联储主席鲍威尔在美国首都华盛顿特区出席了名为“货币政策观点”的小组讨论。鲍威尔：对6月暂停加息持开放态度，预警银行业压力波及更广泛经济虽然他依旧强调，“美国通胀远远高于我们2%的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3689211\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58820e46e9f902d62aabc122bf96dfeb","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3689211","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143041736","content_text":"虽然强调抗击通胀的必要性，鲍威尔还是发表鸽派信号称，自己倾向于支持6月暂不加息，而且银行业危机导致的信贷条件收紧，可能意味着美联储峰值利率将低于预期：“FOMC尚未就货币政策应进一步收紧多少而作出决定。”5月19日周五，美联储主席鲍威尔在美国首都华盛顿特区出席了名为“货币政策观点”的小组讨论。鲍威尔：对6月暂停加息持开放态度，预警银行业压力波及更广泛经济虽然他依旧强调，“美国通胀远远高于我们2%的目标”，若抗通胀失败，将造成漫长的痛苦。他称，FOMC“强有力地致力于”让通胀重返目标2%的承诺，物价稳定是经济保持强劲的根基。但鲍威尔继而发表鸽派信号称，自己倾向于支持6月会议暂不加息，而且银行业危机导致的信贷条件收紧，可能意味着美联储峰值利率将低于预期：“鉴于信贷压力可能对经济增长、就业和通胀造成的负面影响，可能无需（继续）加息至那么高的水平就能成功打压通胀。美联储在收紧货币政策方面已取得长足进步，政策立场现在是对经济增长具有限制性的。做太多与做太少的风险正变得更加平衡。我们面临着迄今为止收紧政策的效应滞后，以及近期银行业压力导致的信贷收紧程度等多重不确定性。有鉴于此，美联储有能力观察更多数据和未来前景的演变，然后再决定可能需要提高多少利率。”同时，鲍威尔也强调季度经济预测的准确度通常存在挑战，他上述提到的观点及其能实现的程度也都存在不确定性，理由是“未来前景面临着历史性高企的不确定性”，所以：“FOMC尚未就货币政策应进一步收紧多少而作出决定。”鲍威尔提到，此前美联储一直预料政策应该进一步收紧，“但最近这样的考量有所改变”。有分析称，这说明银行业危机后，鲍威尔开始释放“保持耐心”的利率路径信号。“新美联储通讯社”Nick Timiraos也称，鲍威尔点明银行业压力将影响货币决策。因为鲍威尔警告道：“美联储处置银行倒闭事件引发的金融压力工具，与主要用利率来管理货币政策的工具是彼此独立的，（所以3月银行业危机后，美联储仍选择继续加息）。但这两类工具仍具有关联性，其效果往往不是完全独立呈现，而是交织在一起，这令两种工具不可能绝对和完全分离。”鲍威尔讲话时债务上限谈判突现波澜，美股转跌，交易员循序下调6月加息押注在鲍威尔讲话期间，美股指数涨幅显著收窄至全线转跌，道指抹去逾110点的涨幅，纳指、标普500指数和罗素小盘股分别抹去盘初0.3%、0.3%和0.9%的涨幅。这主要是因为美国债务上限谈判突显负面波折，共和党债务谈判代表退出谈判，称白宫方面在谈判过程中显得有些不理性。同时，美国国债价格收复跌幅，收益率回落，两年期收益率一度跌10个基点。美元指数DXY止步三日连涨并触及日低。最新的美联储利率互换工具显示，交易员们下调FOMC在6月份加息的可能性至不足17%，暂不加息可能性升至83%，主要由于拜登政府与国会的债务上限磋商陷入僵持。此前，市场一度对美联储下一步行动产生了分歧。周五上午的期货市场定价曾显示，投资者押注6月继续加息25个基点的概率约为35%，显著高于5月会议结束后的近零概率。近期多位美联储官员也给出了意见相左的利率路径信号。达拉斯联储主席和克利夫兰联储主席都更倾向于继续加息，芝加哥和亚特兰大联储主席则希望在不确定性飙升之际采取更谨慎的做法。此外，KBW地区银行股指数在鲍威尔讲话期间跌幅扩大至3%，西太平洋合众银行和阿莱恩斯西部银行跌超5%。不过，鲍威尔称，众多银行乃至美国银行系统强有力且具有韧性。观察人士注意到，鲍威尔在本次讲话中更多在念已经准备好的稿件，并强调了很多次经济和未来货币政策面临的更多不确定性，这表明他在非常谨慎和有意识地传递利率路径信号。宏观分析师Cameron Crise则指出，鲍威尔有关总供给的评论并非特别鸽派，因为他提到：“我们肯定可能会看到继续发生供应链冲击，不知道供应冲击的顽固程度，疫情之前由全球化带来的积极供给冲击可能不会重现，这将支持更高的通胀趋势水平，或相应拉高中性利率。”前文提到的“新美联储通讯社”、华尔街日报记者Nick Timiraos还称，美联储“三号人物”、纽约联储主席威廉姆斯在鲍威尔讲话前发表演讲，表明疫情“并未改变对中性利率的模型估计”，即“没有证据表明极低的中性利率时代已经结束”。该文章称，若对中性利率的预估值上移，则代表美联储遏制通胀所需的利率水平将大大提高；但若中性利率的估计值不变，那么如果美联储在未来几年内成功将通胀降至2%目标后，联邦基金利率可能会重回3%下方：“该模型显示，去年底经通胀调整的中性利率约为0.7%，并在过去一年有所下降，尽管这些估计值的不确定性程度很大。3 月份美联储首选的通胀指标——个人消费支出PCE价格指数为4.2%，这意味着名义中性利率将低于5%。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652046961,"gmtCreate":1684189739553,"gmtModify":1684189741181,"author":{"id":"3581848510775779","authorId":"3581848510775779","name":"ljCEO","avatar":"https://static.tigerbbs.com/7d31e0b6030b9d6701634e635b8c529d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"得不到肉吃就说肉是臭的","listText":"得不到肉吃就说肉是臭的","text":"得不到肉吃就说肉是臭的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652046961","repostId":"2335860167","repostType":2,"repost":{"id":"2335860167","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1684160415,"share":"https://www.laohu8.com/m/news/2335860167?lang=&edition=full","pubTime":"2023-05-15 22:20","market":"us","language":"en","title":"Alphabet’s Stock Catches a Rare Downgrade, With Analyst Citing AI Threat to Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2335860167","media":"Dow Jones","summary":"Loop Capital is worried about a broader change in the way people will start getting their informatio","content":"<html><head></head><body><p>Loop Capital is worried about a broader change in the way people will start getting their information</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18a45094b63370cc569b3db39b4835c8\" alt=\"Alphabet is ramping up its Bard AI chatbot, but one analyst is concerned about competition from rival services in the race to deliver information.\" title=\"Alphabet is ramping up its Bard AI chatbot, but one analyst is concerned about competition from rival services in the race to deliver information.\" tg-width=\"700\" tg-height=\"456\"/><span>Alphabet is ramping up its Bard AI chatbot, but one analyst is concerned about competition from rival services in the race to deliver information.</span></p><p style=\"text-align: start;\">Analysts are an overwhelmingly bullish group when it comes to Alphabet Inc.’s stock, but one is breaking from the pack.</p><p style=\"text-align: start;\">Loop Capital Markets analyst Rob Sanderson downgraded shares of the Google parent company to hold from buy Monday, writing that fears about competitive pressures from artificial intelligence could weigh on the name going forward. This comes even as Alphabet ramps up its Bard AI chatbot.</p><p>“We think concern over whether the company can maintain its dominant position through this massive technology transformation will hold back valuation,” he wrote. “We consider search competition from Microsoft a lesser threat than risk of displacement from behavioral change as users interact more with AI assistants to find information.”</p><p>Sanderson envisions a future in which social-media companies play a greater role in delivering information to users through AI assistants.</p><p>“They have so much more opportunity to engage with users and massive amounts of behavioral and personal data contained only in their networks,” he wrote. “We do not see this as an existential threat to Google, but this behavior will become a competitive force against its dominance in connecting users to information.”</p><p>Alphabet’s valuation could be “volatile” as investors wait to see how the AI transition shapes up, in Sanderson’s view.</p><p>More positively, he said that advertising spending has been more resilient than he expected, although he prefers shares of Amazon.com Inc. and Meta Platforms Inc. in the large-cap tech space. Sanderson upgraded Meta’s stock to buy from hold Monday, writing of underappreciated revenue potential.</p><p>He also thinks that Alphabet will do a “better job” of cutting expenses than Wall Street anticipates, given that the company has “a more meaningful opportunity to reduce costs,” especially when looking at its per-employee costs relative to peers Apple Inc. and Microsoft Corp.</p><p>Shares of Alphabet were off about 0.5% in Monday’s trading. They’ve rallied 33% so far this year, as the S&amp;P 500 has gained roughly 7%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet’s Stock Catches a Rare Downgrade, With Analyst Citing AI Threat to Google</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\">\nAlphabet’s Stock Catches a Rare Downgrade, With Analyst Citing AI Threat to Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-05-15 22:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Loop Capital is worried about a broader change in the way people will start getting their information</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18a45094b63370cc569b3db39b4835c8\" alt=\"Alphabet is ramping up its Bard AI chatbot, but one analyst is concerned about competition from rival services in the race to deliver information.\" title=\"Alphabet is ramping up its Bard AI chatbot, but one analyst is concerned about competition from rival services in the race to deliver information.\" tg-width=\"700\" tg-height=\"456\"/><span>Alphabet is ramping up its Bard AI chatbot, but one analyst is concerned about competition from rival services in the race to deliver information.</span></p><p style=\"text-align: start;\">Analysts are an overwhelmingly bullish group when it comes to Alphabet Inc.’s stock, but one is breaking from the pack.</p><p style=\"text-align: start;\">Loop Capital Markets analyst Rob Sanderson downgraded shares of the Google parent company to hold from buy Monday, writing that fears about competitive pressures from artificial intelligence could weigh on the name going forward. This comes even as Alphabet ramps up its Bard AI chatbot.</p><p>“We think concern over whether the company can maintain its dominant position through this massive technology transformation will hold back valuation,” he wrote. “We consider search competition from Microsoft a lesser threat than risk of displacement from behavioral change as users interact more with AI assistants to find information.”</p><p>Sanderson envisions a future in which social-media companies play a greater role in delivering information to users through AI assistants.</p><p>“They have so much more opportunity to engage with users and massive amounts of behavioral and personal data contained only in their networks,” he wrote. “We do not see this as an existential threat to Google, but this behavior will become a competitive force against its dominance in connecting users to information.”</p><p>Alphabet’s valuation could be “volatile” as investors wait to see how the AI transition shapes up, in Sanderson’s view.</p><p>More positively, he said that advertising spending has been more resilient than he expected, although he prefers shares of Amazon.com Inc. and Meta Platforms Inc. in the large-cap tech space. Sanderson upgraded Meta’s stock to buy from hold Monday, writing of underappreciated revenue potential.</p><p>He also thinks that Alphabet will do a “better job” of cutting expenses than Wall Street anticipates, given that the company has “a more meaningful opportunity to reduce costs,” especially when looking at its per-employee costs relative to peers Apple Inc. and Microsoft Corp.</p><p>Shares of Alphabet were off about 0.5% in Monday’s trading. They’ve rallied 33% so far this year, as the S&amp;P 500 has gained roughly 7%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0557290698.USD":"施罗德环球可持续增长基金","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4548":"巴美列捷福持仓","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4528":"SaaS概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","SG9999001077.SGD":"United International Growth Fund SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4191":"家用电器","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4576":"AR","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4525":"远程办公概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4577":"网络游戏","LU0097036916.USD":"贝莱德美国增长A2 USD","GOOG":"谷歌","GOOGL":"谷歌A","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4503":"景林资产持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2335860167","content_text":"Loop Capital is worried about a broader change in the way people will start getting their informationAlphabet is ramping up its Bard AI chatbot, but one analyst is concerned about competition from rival services in the race to deliver information.Analysts are an overwhelmingly bullish group when it comes to Alphabet Inc.’s stock, but one is breaking from the pack.Loop Capital Markets analyst Rob Sanderson downgraded shares of the Google parent company to hold from buy Monday, writing that fears about competitive pressures from artificial intelligence could weigh on the name going forward. This comes even as Alphabet ramps up its Bard AI chatbot.“We think concern over whether the company can maintain its dominant position through this massive technology transformation will hold back valuation,” he wrote. “We consider search competition from Microsoft a lesser threat than risk of displacement from behavioral change as users interact more with AI assistants to find information.”Sanderson envisions a future in which social-media companies play a greater role in delivering information to users through AI assistants.“They have so much more opportunity to engage with users and massive amounts of behavioral and personal data contained only in their networks,” he wrote. “We do not see this as an existential threat to Google, but this behavior will become a competitive force against its dominance in connecting users to information.”Alphabet’s valuation could be “volatile” as investors wait to see how the AI transition shapes up, in Sanderson’s view.More positively, he said that advertising spending has been more resilient than he expected, although he prefers shares of Amazon.com Inc. and Meta Platforms Inc. in the large-cap tech space. Sanderson upgraded Meta’s stock to buy from hold Monday, writing of underappreciated revenue potential.He also thinks that Alphabet will do a “better job” of cutting expenses than Wall Street anticipates, given that the company has “a more meaningful opportunity to reduce costs,” especially when looking at its per-employee costs relative to peers Apple Inc. and Microsoft Corp.Shares of Alphabet were off about 0.5% in Monday’s trading. They’ve rallied 33% so far this year, as the S&P 500 has gained roughly 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652062166,"gmtCreate":1684155251156,"gmtModify":1684156275763,"author":{"id":"3581848510775779","authorId":"3581848510775779","name":"ljCEO","avatar":"https://static.tigerbbs.com/7d31e0b6030b9d6701634e635b8c529d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"故意的吧&nbsp; &nbsp;吗的","listText":"故意的吧&nbsp; &nbsp;吗的","text":"故意的吧 吗的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652062166","repostId":"2335865372","repostType":2,"repost":{"id":"2335865372","pubTimestamp":1684147112,"share":"https://www.laohu8.com/m/news/2335865372?lang=&edition=full","pubTime":"2023-05-15 18:38","market":"us","language":"zh","title":"Loop Capital：转型AI带来长期结构不确定性 下调Alphabet(GOOGL.US)评级至“持有”","url":"https://stock-news.laohu8.com/highlight/detail?id=2335865372","media":"智通财经","summary":"智通财经APP获悉，Loop Capital分析师Rob Sanderson将其对Alphabet(GOOGL.US)的股票评级由“买入”下调至“持有”，维持目标价为125美元。分析师表示，Alpha","content":"<html><body><p>智通财经APP获悉，<strong>Loop Capital分析师Rob Sanderson将其对Alphabet(GOOGL.US)的股票评级由“买入”下调至“持有”，维持目标价为125美元。</strong>分析师表示，Alphabet旗下的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>在上周的发布会让一些人看到了该公司在人工智能领域的强势地位，这也反映在该股上周累计涨超11%上。然而，分析师认为，对Alphabet能否通过这场“大规模技术转型”来保持其市场主导地位的担忧将抑制该股的估值。分析师表示，随着用户更多地与人工智能助手互动以查找信息，来自<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)的搜索的竞争带来的威胁要小于行为改变带来的取代风险。分析师称，围绕人工智能转型的长期结构不确定性“将使投资者在形势演变时感到紧张，并为Alphabet的估值设定上限”。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Loop Capital：转型AI带来长期结构不确定性 下调Alphabet(GOOGL.US)评级至“持有”</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{ 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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\">\nLoop Capital：转型AI带来长期结构不确定性 下调Alphabet(GOOGL.US)评级至“持有”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-15 18:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/930573.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，Loop Capital分析师Rob Sanderson将其对Alphabet(GOOGL.US)的股票评级由“买入”下调至“持有”，维持目标价为125美元。分析师表示，Alphabet旗下的谷歌在上周的发布会让一些人看到了该公司在人工智能领域的强势地位，这也反映在该股上周累计涨超11%上。然而，分析师认为，对Alphabet能否通过这场“大规模技术转型”来保持其市场主导地位的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/930573.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"http://www.zhitongcaijing.com/content/detail/930573.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2335865372","content_text":"智通财经APP获悉，Loop Capital分析师Rob Sanderson将其对Alphabet(GOOGL.US)的股票评级由“买入”下调至“持有”，维持目标价为125美元。分析师表示，Alphabet旗下的谷歌在上周的发布会让一些人看到了该公司在人工智能领域的强势地位，这也反映在该股上周累计涨超11%上。然而，分析师认为，对Alphabet能否通过这场“大规模技术转型”来保持其市场主导地位的担忧将抑制该股的估值。分析师表示，随着用户更多地与人工智能助手互动以查找信息，来自微软(MSFT.US)的搜索的竞争带来的威胁要小于行为改变带来的取代风险。分析师称，围绕人工智能转型的长期结构不确定性“将使投资者在形势演变时感到紧张，并为Alphabet的估值设定上限”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651937522,"gmtCreate":1681396728366,"gmtModify":1681396730516,"author":{"id":"3581848510775779","authorId":"3581848510775779","name":"ljCEO","avatar":"https://static.tigerbbs.com/7d31e0b6030b9d6701634e635b8c529d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"看来明天人工智能要涨了","listText":"看来明天人工智能要涨了","text":"看来明天人工智能要涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651937522","repostId":"2327971959","repostType":2,"repost":{"id":"2327971959","pubTimestamp":1681346445,"share":"https://www.laohu8.com/m/news/2327971959?lang=&edition=full","pubTime":"2023-04-13 08:40","market":"us","language":"zh","title":"重磅！微软开源Deep Speed Chat，人人拥有ChatGPT！","url":"https://stock-news.laohu8.com/highlight/detail?id=2327971959","media":"AIGC开放社区","summary":"用户通过Deep Speed Chat提供的“傻瓜式”操作，能以最短的时间、最高效的成本训练类ChatGPT大语言模型，这标志着一个人手一个ChatGPT的时代要来了。4月12日，微软宣布开源了Dee","content":"<html><head></head><body><blockquote>用户通过Deep Speed Chat提供的“傻瓜式”操作，能以最短的时间、最高效的成本训练类ChatGPT大语言模型，这标志着一个人手一个ChatGPT的时代要来了。</blockquote><p>4月12日，<a href=\"https://laohu8.com/S/MSFT\">微软</a>宣布开源了Deep Speed Chat，帮助用户轻松训练类ChatGPT等大语言模型，使得人人都能拥有自己的ChatGPT！（开源地址：https://github.com/microsoft/DeepSpeed） </p><p>据悉，Deep Speed Chat是基于微软Deep Speed深度学习优化库开发而成，具备训练、强化推理等功能，还使用了RLHF（人工反馈机制的强化学习）技术，可将训练速度提升15倍以上，成本却大幅度降低。例如，一个130亿参数的类ChatGPT模型，只需1.25小时就能完成训练。</p><p>简单来说，<strong>用户通过Deep Speed Chat提供的“傻瓜式”操作，能以最短的时间、最高效的成本训练类ChatGPT大语言模型，这标志着一个人手一个ChatGPT的时代要来了。</strong></p><h2>微软为什么开源Deep Speed Chat</h2><p>ChatGPT只用了几个月的时间便席卷全球，成为史上用户增长速度最快的消费级应用，对世界的经济发展、科技研发起到了重要的推动作用。很多企业、个人用户纷纷想参与到这场AI技术变革中，但由于庞大的资源、资金投入只能望而却步。</p><p>即便开源领域推出了LLaMa、Alpaca、Vicuna、Databricks-Dolly等优秀的类ChatGPT项目，<strong>仍缺乏一个支持端到端的基于RLHF的规模化系统，使得训练强大的类ChatGPT模型非常艰难</strong>。</p><p>例如，使用上述开源项目训练一个67亿参数的类ChatGPT模型，通常需要昂贵的多卡至多节点的GPU集群，但这些资源对大多数科学家、小型企业、个人开发者而言难以获取。</p><p><strong>即便是拥有这样的资源，现有的开源系统的训练效率通常还不到，这些机器所能达到的最大效率的5%</strong>。</p><p>现在，通过Deep Speed Chat解决资源、算法等难题，轻松、高效的训练数千亿参数的最先进的类ChatGPT模型。</p><h2>Deep Speed Chat技术简单介绍</h2><p>ChatGPT模型的训练是基于InstructGPT论文中的RLHF方式，这使得现有深度学习系统在训练类ChatGPT模型时存在种种局限。现在，通过Deep Speed Chat可以突破这些训练瓶颈，达到最佳效果。</p><p><strong>Deep Speed Chat拥有强化推理、RLHF模块、RLHF系统三大核心功能。</strong></p><p><strong>简化 ChatGPT 类型模型的训练和强化推理：</strong>只需一个脚本即可实现多个训练步骤，包括使用Huggingface 预训练的模型、使用 DeepSpeed-RLHF 系统运行 InstructGPT 训练的所有三个步骤，生成属于自己的类ChatGPT模型。此外，还提供了一个易于使用的推理API，用于在模型训练后测试对话性能。</p><p><strong>Deep Speed-RLHF 模块：</strong>DeepSpeed-RLHF 复刻了InstructGPT 论文中的训练模式，并确保包括：a) 监督微调（SFT），b) 奖励模型微调和 c) 基于人类反馈的强化学习（RLHF）在内的三个步骤与其对应。此外，还提供了数据抽象和混合功能，以支持用户使用多个不同来源的数据源进行训练。</p><p><strong>DeepSpeed-RLHF系统：</strong>将DeepSpeed的训练和推理能力整合到统一的混合引擎（DeepSpeed Hybrid Engine or DeepSpeed-HE）中用于RLHF 训练。DeepSpeed-HE 能够在RLHF中无缝地在推理和训练模式之间切换，使其能够利用来自 DeepSpeed-Inference 的各种优化。</p><p>例如，张量并行计算和高性能CUDA算子进行语言生成，同时对训练部分还能从 ZeRO- 和 LoRA-based 内存优化策略中受益。DeepSpeed-HE可以自动在 RLHF 的不同阶段进行<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的内存管理和数据缓存。</p><p>此外，Deep Speed Chat在成本、效率、扩展性等方面非常优秀。</p><p><strong>高效且节省成本：</strong>在Azure云上只需9小时即可训练一个OPT-13B模型，只需18小时即可训练一个 OPT-30B模型。这两种训练分别花费不到300美元和600 美元。</p><p><strong>卓越扩展性：</strong>能够支持训练拥有数千亿参数的模型，并在多节点多 GPU 系统上展现出卓越的扩展性。因此，即使是一个拥有 130 亿参数的模型，也只需 1.25 小时就能完成训练。而对于拥1750亿参数的模型，使用Deep Speed Chat进行训练也只需不到一天的时间。</p><p>注意：在Azure上训练时由于GPU不同，所以训练时间和费用也各不相同。</p><h2>全民ChatGPT时代来了</h2><p>做个不太恰当的比喻，微软此次开源Deep Speed Chat就像当年的互联网，为了提升发展速率降低了台式机的价格，使得普通用户也能拥有自己的电脑。</p><p>只有参与的用户多了，整个行业生态才能快速壮大发展，所以，微软此次开源对整个ChatGPT生态发展起到了至关重要的推动作用，使得人人都能拥有自己的ChatGPT。</p><p>目前，ChatGPT处于初级发展阶段，存在安全隐患、数据隐私、道德等问题。相信随着参与用户的增多，这些难题将会被有效的解决，从而为全球经济发展做出贡献。</p></body></html>","source":"lsy1680749794970","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>重磅！微软开源Deep Speed Chat，人人拥有ChatGPT！</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重磅！微软开源Deep Speed Chat，人人拥有ChatGPT！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-13 08:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=Mzg3Mzg5MjY3Nw%3D%3D&mid=2247486633&idx=1&sn=086d517293533ee3bf6e1c8177bc4127&chksm=ced85283f9afdb95175af01642084bdf013d11dc55a6297da4397aba22a80a2afa98f6a12851&mpshare=1&scene=23&sharer_sharetime=1681345548401&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd><strong>AIGC开放社区</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>用户通过Deep Speed Chat提供的“傻瓜式”操作，能以最短的时间、最高效的成本训练类ChatGPT大语言模型，这标志着一个人手一个ChatGPT的时代要来了。4月12日，微软宣布开源了Deep Speed Chat，帮助用户轻松训练类ChatGPT等大语言模型，使得人人都能拥有自己的ChatGPT！（开源地址：https://github.com/microsoft/DeepSpeed）...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=Mzg3Mzg5MjY3Nw%3D%3D&mid=2247486633&idx=1&sn=086d517293533ee3bf6e1c8177bc4127&chksm=ced85283f9afdb95175af01642084bdf013d11dc55a6297da4397aba22a80a2afa98f6a12851&mpshare=1&scene=23&sharer_sharetime=1681345548401&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b52764921272100b8f755870954f0a5","relate_stocks":{"LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4581":"高盛持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4548":"巴美列捷福持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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SGD-H"},"source_url":"https://mp.weixin.qq.com/s?__biz=Mzg3Mzg5MjY3Nw%3D%3D&mid=2247486633&idx=1&sn=086d517293533ee3bf6e1c8177bc4127&chksm=ced85283f9afdb95175af01642084bdf013d11dc55a6297da4397aba22a80a2afa98f6a12851&mpshare=1&scene=23&sharer_sharetime=1681345548401&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327971959","content_text":"用户通过Deep Speed Chat提供的“傻瓜式”操作，能以最短的时间、最高效的成本训练类ChatGPT大语言模型，这标志着一个人手一个ChatGPT的时代要来了。4月12日，微软宣布开源了Deep Speed Chat，帮助用户轻松训练类ChatGPT等大语言模型，使得人人都能拥有自己的ChatGPT！（开源地址：https://github.com/microsoft/DeepSpeed） 据悉，Deep Speed Chat是基于微软Deep Speed深度学习优化库开发而成，具备训练、强化推理等功能，还使用了RLHF（人工反馈机制的强化学习）技术，可将训练速度提升15倍以上，成本却大幅度降低。例如，一个130亿参数的类ChatGPT模型，只需1.25小时就能完成训练。简单来说，用户通过Deep Speed Chat提供的“傻瓜式”操作，能以最短的时间、最高效的成本训练类ChatGPT大语言模型，这标志着一个人手一个ChatGPT的时代要来了。微软为什么开源Deep Speed ChatChatGPT只用了几个月的时间便席卷全球，成为史上用户增长速度最快的消费级应用，对世界的经济发展、科技研发起到了重要的推动作用。很多企业、个人用户纷纷想参与到这场AI技术变革中，但由于庞大的资源、资金投入只能望而却步。即便开源领域推出了LLaMa、Alpaca、Vicuna、Databricks-Dolly等优秀的类ChatGPT项目，仍缺乏一个支持端到端的基于RLHF的规模化系统，使得训练强大的类ChatGPT模型非常艰难。例如，使用上述开源项目训练一个67亿参数的类ChatGPT模型，通常需要昂贵的多卡至多节点的GPU集群，但这些资源对大多数科学家、小型企业、个人开发者而言难以获取。即便是拥有这样的资源，现有的开源系统的训练效率通常还不到，这些机器所能达到的最大效率的5%。现在，通过Deep Speed Chat解决资源、算法等难题，轻松、高效的训练数千亿参数的最先进的类ChatGPT模型。Deep Speed Chat技术简单介绍ChatGPT模型的训练是基于InstructGPT论文中的RLHF方式，这使得现有深度学习系统在训练类ChatGPT模型时存在种种局限。现在，通过Deep Speed Chat可以突破这些训练瓶颈，达到最佳效果。Deep Speed Chat拥有强化推理、RLHF模块、RLHF系统三大核心功能。简化 ChatGPT 类型模型的训练和强化推理：只需一个脚本即可实现多个训练步骤，包括使用Huggingface 预训练的模型、使用 DeepSpeed-RLHF 系统运行 InstructGPT 训练的所有三个步骤，生成属于自己的类ChatGPT模型。此外，还提供了一个易于使用的推理API，用于在模型训练后测试对话性能。Deep Speed-RLHF 模块：DeepSpeed-RLHF 复刻了InstructGPT 论文中的训练模式，并确保包括：a) 监督微调（SFT），b) 奖励模型微调和 c) 基于人类反馈的强化学习（RLHF）在内的三个步骤与其对应。此外，还提供了数据抽象和混合功能，以支持用户使用多个不同来源的数据源进行训练。DeepSpeed-RLHF系统：将DeepSpeed的训练和推理能力整合到统一的混合引擎（DeepSpeed Hybrid Engine or DeepSpeed-HE）中用于RLHF 训练。DeepSpeed-HE 能够在RLHF中无缝地在推理和训练模式之间切换，使其能够利用来自 DeepSpeed-Inference 的各种优化。例如，张量并行计算和高性能CUDA算子进行语言生成，同时对训练部分还能从 ZeRO- 和 LoRA-based 内存优化策略中受益。DeepSpeed-HE可以自动在 RLHF 的不同阶段进行智能的内存管理和数据缓存。此外，Deep Speed Chat在成本、效率、扩展性等方面非常优秀。高效且节省成本：在Azure云上只需9小时即可训练一个OPT-13B模型，只需18小时即可训练一个 OPT-30B模型。这两种训练分别花费不到300美元和600 美元。卓越扩展性：能够支持训练拥有数千亿参数的模型，并在多节点多 GPU 系统上展现出卓越的扩展性。因此，即使是一个拥有 130 亿参数的模型，也只需 1.25 小时就能完成训练。而对于拥1750亿参数的模型，使用Deep Speed Chat进行训练也只需不到一天的时间。注意：在Azure上训练时由于GPU不同，所以训练时间和费用也各不相同。全民ChatGPT时代来了做个不太恰当的比喻，微软此次开源Deep Speed Chat就像当年的互联网，为了提升发展速率降低了台式机的价格，使得普通用户也能拥有自己的电脑。只有参与的用户多了，整个行业生态才能快速壮大发展，所以，微软此次开源对整个ChatGPT生态发展起到了至关重要的推动作用，使得人人都能拥有自己的ChatGPT。目前，ChatGPT处于初级发展阶段，存在安全隐患、数据隐私、道德等问题。相信随着参与用户的增多，这些难题将会被有效的解决，从而为全球经济发展做出贡献。","news_type":1},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650704343,"gmtCreate":1679480089782,"gmtModify":1679480090770,"author":{"id":"3581848510775779","authorId":"3581848510775779","name":"ljCEO","avatar":"https://static.tigerbbs.com/7d31e0b6030b9d6701634e635b8c529d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ISPR\">$Ispire Technology Inc.(ISPR)$ &nbsp;</a>请问何时上市","listText":"<a href=\"https://laohu8.com/S/ISPR\">$Ispire Technology Inc.(ISPR)$ &nbsp;</a>请问何时上市","text":"$Ispire Technology Inc.(ISPR)$ 请问何时上市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650704343","isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620875520,"gmtCreate":1669694665260,"gmtModify":1669694666915,"author":{"id":"3581848510775779","authorId":"3581848510775779","name":"ljCEO","avatar":"https://static.tigerbbs.com/7d31e0b6030b9d6701634e635b8c529d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"本身就有问题&nbsp; 有点人却被外表忽悠，细品细品","listText":"本身就有问题&nbsp; 有点人却被外表忽悠，细品细品","text":"本身就有问题 有点人却被外表忽悠，细品细品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620875520","repostId":"1162457950","repostType":2,"repost":{"id":"1162457950","pubTimestamp":1669694146,"share":"https://www.laohu8.com/m/news/1162457950?lang=&edition=full","pubTime":"2022-11-29 11:55","market":"us","language":"zh","title":"浙江台州一特斯拉连撞两车致2死1伤，警方通报","url":"https://stock-news.laohu8.com/highlight/detail?id=1162457950","media":"IT之家","summary":"网传浙江台州市一辆特斯拉疑因失控发生车祸。","content":"<html><head></head><body><p>作者：远洋</p><p>昨天下午，网传浙江台州市一辆特斯拉疑因失控发生车祸。</p><p><img src=\"https://static.tigerbbs.com/b4378989ad994e6b4d933f2b5d6afead\" tg-width=\"550\" tg-height=\"256\" referrerpolicy=\"no-referrer\"/></p><p>网传视频显示，11月28日下午3时许，台州街头，一辆黑色特斯拉车速极快地通过路口，先后撞上两辆车，一辆白色大众途观受损严重，尾部在巨大的冲击力下已经严重变形。</p><p><img src=\"https://static.tigerbbs.com/f35f9bdcad49a02f800ef4c2a35ffe12\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p>据红星新闻报道，一名当时在路桥大道路口等红绿灯的目击者称，出事车辆是在左转车道闯了红灯。“特斯拉从我身边的左转车道快速开了过去，后来在下个红绿灯路口发生碰撞，有两人在车内昏迷。”</p><p>台州警方昨日晚间通报：11月28日15时46分许，徐某军驾驶小型汽车，追尾碰撞正在等候红灯的一辆小型汽车后又与另一辆小型汽车发生碰撞，造成三辆汽车受损严重，两人死亡、一人受伤。目前伤员正在医院救治。</p><p><img src=\"https://static.tigerbbs.com/d961025bca71a94757c7742e97a8bb27\" tg-width=\"550\" tg-height=\"909\" referrerpolicy=\"no-referrer\"/></p><p>截止IT之家发稿，特斯拉还未对此作出回应。</p></body></html>","source":"ithome","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>浙江台州一特斯拉连撞两车致2死1伤，警方通报</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浙江台州一特斯拉连撞两车致2死1伤，警方通报\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-29 11:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/657/409.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：远洋昨天下午，网传浙江台州市一辆特斯拉疑因失控发生车祸。网传视频显示，11月28日下午3时许，台州街头，一辆黑色特斯拉车速极快地通过路口，先后撞上两辆车，一辆白色大众途观受损严重，尾部在巨大的冲击力下已经严重变形。据红星新闻报道，一名当时在路桥大道路口等红绿灯的目击者称，出事车辆是在左转车道闯了红灯。“特斯拉从我身边的左转车道快速开了过去，后来在下个红绿灯路口发生碰撞，有两人在车内昏迷。”...</p>\n\n<a href=\"https://www.ithome.com/0/657/409.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b4378989ad994e6b4d933f2b5d6afead","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.ithome.com/0/657/409.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162457950","content_text":"作者：远洋昨天下午，网传浙江台州市一辆特斯拉疑因失控发生车祸。网传视频显示，11月28日下午3时许，台州街头，一辆黑色特斯拉车速极快地通过路口，先后撞上两辆车，一辆白色大众途观受损严重，尾部在巨大的冲击力下已经严重变形。据红星新闻报道，一名当时在路桥大道路口等红绿灯的目击者称，出事车辆是在左转车道闯了红灯。“特斯拉从我身边的左转车道快速开了过去，后来在下个红绿灯路口发生碰撞，有两人在车内昏迷。”台州警方昨日晚间通报：11月28日15时46分许，徐某军驾驶小型汽车，追尾碰撞正在等候红灯的一辆小型汽车后又与另一辆小型汽车发生碰撞，造成三辆汽车受损严重，两人死亡、一人受伤。目前伤员正在医院救治。截止IT之家发稿，特斯拉还未对此作出回应。","news_type":1},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664420819,"gmtCreate":1668185097131,"gmtModify":1668185098083,"author":{"id":"3581848510775779","authorId":"3581848510775779","name":"ljCEO","avatar":"https://static.tigerbbs.com/7d31e0b6030b9d6701634e635b8c529d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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08:07","market":"hk","language":"zh","title":"马化腾：AI是互联网百年不遇的机遇，有些公司为提振股价太急了","url":"https://stock-news.laohu8.com/highlight/detail?id=2336454702","media":"华尔街见闻","summary":"马化腾说：“对于工业革命来讲，早一个月把电灯泡拿出来，在长的时间跨度上来看是不那么重要的。关键还是要把底层的算法、算力和数据扎扎实实做好，而且更关键的是场景落地，目前（我们）还在做一些思考。我感觉现在有很多公司太急了，感觉是为了提振股价，我们一贯不是这种风格。”","content":"<html><head></head><body><blockquote>马化腾说：“对于工业革命来讲，早一个月把电灯泡拿出来，在长的时间跨度上来看是不那么重要的。关键还是要把底层的算法、算力和数据扎扎实实做好，而且更关键的是场景落地，目前（我们）还在做一些思考。我感觉现在有很多公司太急了，感觉是为了提振股价，我们一贯不是这种风格。”</blockquote><p>“我们最开始以为（人工智能）是互联网十年不遇的机会，但是越想越觉得，这是几百年不遇的、类似发明电的工业革命一样的机遇。”</p><p>5月18日，澎湃新闻记者获悉，在<a href=\"https://laohu8.com/S/00700\">腾讯</a>2023年股东大会上，腾讯CEO马化腾如此回应有关ChatGPT和AI（人工智能）相关的提问。</p><p>马化腾表示，互联网企业在AI领域都有很多的积累，腾讯也一样在埋头研发，但是并不急于早早做完，把半成品拿出来展示。</p><p>“对于工业革命来讲，早一个月把电灯泡拿出来，在长的时间跨度上来看是不那么重要的。关键还是要把底层的算法、算力和数据扎扎实实做好，而且更关键的是场景落地，目前（我们）还在做一些思考。我感觉现在有很多公司太急了，感觉是为了提振股价，我们一贯不是这种风格。”</p><p>马化腾分享称，好的公司不能包揽一切，他通过多年管理层经验看到，要聚焦最擅长的领域，才能更好地发挥自己的价值，不能贪图利益，把宝贵的精力分散在其他人更专业的方面去抢一杯羹，专注才能最大化地发展自己的优势。</p><p>“发现哪些业务和过去的业务能产生1+1大于2的效益，用得上自己过去的经验并且能做到业内最好的水准，经常思考这个，会让自己的动力更足。”马化腾坦言。</p><p>5月17日，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>发布2023年一季度财报显示，公司实现营业收入1499.86亿元，同比增长11%，环比增长3%；非国际财务报告准则净利润（Non-IFRS）325.38亿元，同比增长27%。</p><p>在财报中，马化腾也提到了对人工智能的关注，“公司总收入实现坚实增长，反映了收入结构的改善和经营效率的提升。”马化腾称，腾讯正大力投入建设人工智能的能力和云基础设施，以拥抱基础模型带来的机会，相信人工智能将会成为业务发展的倍增器。</p></body></html>","source":"wallstreetcn_api","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\" 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href=https://wallstreetcn.com/articles/3689214><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马化腾说：“对于工业革命来讲，早一个月把电灯泡拿出来，在长的时间跨度上来看是不那么重要的。关键还是要把底层的算法、算力和数据扎扎实实做好，而且更关键的是场景落地，目前（我们）还在做一些思考。我感觉现在有很多公司太急了，感觉是为了提振股价，我们一贯不是这种风格。”“我们最开始以为（人工智能）是互联网十年不遇的机会，但是越想越觉得，这是几百年不遇的、类似发明电的工业革命一样的机遇。”5月18日，澎湃...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3689214\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9a11da464f8eb97d80f68f7433ac1485","relate_stocks":{"159792":"互联网","160636":"互联网","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","BK1591":"就地过年概念","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0048580855.USD":"富达大中华区A","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","BK1608":"元宇宙概念","BK1502":"双十一","BK1517":"云办公","IE00B0JY6N72.USD":"PINEBRIDGE 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ACC"},"source_url":"https://wallstreetcn.com/articles/3689214","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2336454702","content_text":"马化腾说：“对于工业革命来讲，早一个月把电灯泡拿出来，在长的时间跨度上来看是不那么重要的。关键还是要把底层的算法、算力和数据扎扎实实做好，而且更关键的是场景落地，目前（我们）还在做一些思考。我感觉现在有很多公司太急了，感觉是为了提振股价，我们一贯不是这种风格。”“我们最开始以为（人工智能）是互联网十年不遇的机会，但是越想越觉得，这是几百年不遇的、类似发明电的工业革命一样的机遇。”5月18日，澎湃新闻记者获悉，在腾讯2023年股东大会上，腾讯CEO马化腾如此回应有关ChatGPT和AI（人工智能）相关的提问。马化腾表示，互联网企业在AI领域都有很多的积累，腾讯也一样在埋头研发，但是并不急于早早做完，把半成品拿出来展示。“对于工业革命来讲，早一个月把电灯泡拿出来，在长的时间跨度上来看是不那么重要的。关键还是要把底层的算法、算力和数据扎扎实实做好，而且更关键的是场景落地，目前（我们）还在做一些思考。我感觉现在有很多公司太急了，感觉是为了提振股价，我们一贯不是这种风格。”马化腾分享称，好的公司不能包揽一切，他通过多年管理层经验看到，要聚焦最擅长的领域，才能更好地发挥自己的价值，不能贪图利益，把宝贵的精力分散在其他人更专业的方面去抢一杯羹，专注才能最大化地发展自己的优势。“发现哪些业务和过去的业务能产生1+1大于2的效益，用得上自己过去的经验并且能做到业内最好的水准，经常思考这个，会让自己的动力更足。”马化腾坦言。5月17日，腾讯控股发布2023年一季度财报显示，公司实现营业收入1499.86亿元，同比增长11%，环比增长3%；非国际财务报告准则净利润（Non-IFRS）325.38亿元，同比增长27%。在财报中，马化腾也提到了对人工智能的关注，“公司总收入实现坚实增长，反映了收入结构的改善和经营效率的提升。”马化腾称，腾讯正大力投入建设人工智能的能力和云基础设施，以拥抱基础模型带来的机会，相信人工智能将会成为业务发展的倍增器。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000663","authorId":"9000000000000663","name":"以肉克刚","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"你是个刚直勇猛的人，我看出来了","text":"你是个刚直勇猛的人，我看出来了","html":"你是个刚直勇猛的人，我看出来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113113660,"gmtCreate":1622597556250,"gmtModify":1622597556250,"author":{"id":"3581848510775779","authorId":"3581848510775779","name":"ljCEO","avatar":"https://static.tigerbbs.com/7d31e0b6030b9d6701634e635b8c529d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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有点人却被外表忽悠，细品细品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620875520","repostId":"1162457950","repostType":2,"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614406841,"gmtCreate":1653692993987,"gmtModify":1704857946468,"author":{"id":"3581848510775779","authorId":"3581848510775779","name":"ljCEO","avatar":"https://static.tigerbbs.com/7d31e0b6030b9d6701634e635b8c529d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"努力前行，不负韶华，未来可期，加油！！！","listText":"努力前行，不负韶华，未来可期，加油！！！","text":"努力前行，不负韶华，未来可期，加油！！！","images":[{"img":"https://static.tigerbbs.com/5a81ddee841dfd62bad5ed2470ddbc3b","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614406841","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":328800067260696,"gmtCreate":1721297602462,"gmtModify":1721297604543,"author":{"id":"3581848510775779","authorId":"3581848510775779","name":"ljCEO","avatar":"https://static.tigerbbs.com/7d31e0b6030b9d6701634e635b8c529d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"只想说这些人说的话真不可信，真的他们会说出来，他们不会自己悄悄的跑？","listText":"只想说这些人说的话真不可信，真的他们会说出来，他们不会自己悄悄的跑？","text":"只想说这些人说的话真不可信，真的他们会说出来，他们不会自己悄悄的跑？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328800067260696","repostId":"2452423113","repostType":2,"repost":{"id":"2452423113","pubTimestamp":1721253110,"share":"https://www.laohu8.com/m/news/2452423113?lang=&edition=full","pubTime":"2024-07-18 05:51","market":"sg","language":"en","title":"Aehr Test Systems: Good Numbers But The Future Growth Is Uncertain (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2452423113","media":"seekingalpha","summary":"Aehr Test Systems reported FY24 numbers positively, showing signs of operational improvement and diversification plans for future growth.FY24 revenues beat expectations, with a significant increase in","content":"<html><body><ul><li><a href=\"https://laohu8.com/S/AEHR\">Aehr Test Systems</a> reported FY24 numbers positively, showing signs of operational improvement and diversification plans for future growth.</li><li>FY24 revenues beat expectations, with a significant increase in net income due to a tax benefit. Effective backlog also increased, with guidance for FY25 exceeding consensus.</li><li>The company's diversification plans into new revenue segments, including AI, show potential for growth, but lack of concrete numbers and vague language from management warrant caution.</li></ul><figure><picture> <img fetchpriority=\"high\" height=\"2592px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg?io=getty-c-w240 240w\" width=\"3872px\"/> </picture><figcaption> <p>nicolas_</p></figcaption></figure><h2><strong>Introduction</strong></h2> <p><strong>Aehr Test Systems (<span>NASDAQ:AEHR</span>) </strong>recently reported its FY24 numbers, which were met very positively and may be construed as the company finally saw the bottoming of its operations. The company also shed some light on its future endeavors, which involve further diversification<span> and expansion into other product testing segments. I will go through the numbers and some comments on the outlook of the company and whether it would be a good time to add or start a position.</span></p> <h2><strong>Briefly on FY24 Results</strong></h2> <p>For the quarter, the company saw revenues of $16.6m, a beat of $1.15m and down 25% y/y. Note that the decline in revenues is not as aggressive as it has been in the previous quarters, which is a sign of improvements on the horizon. GAAP net income came in at $23.9m, or $0.81 per diluted share. This is a massive beat of $0.74 but it was already communicated previously that<span> most of that income was due to the tax benefit of $20.8m and not through the company’s operational improvements. The company’s effective backlog got a nice bump from one of their main customers of around $12m for WaferPak, which was received in the first quarter of FY25, bringing its effective backlog to $20.8m. I think what got everyone excited in the past week about the company is its guidance for FY25, which came in around $2m more than the consensus anticipated.</span></p> <p>Overall, I believe that there was nothing too exciting in the numbers or the guidance, to be honest. The massive beat on EPS had nothing to do with improvements in operations, and the reaction to the upside was an overreaction, probably caused by the massive short interest in the company and the fact that the company itself finally did not guide lower for once. I also don’t understand why the stock went up another 25% on the earnings release when these numbers were already pre-announced a week ago, when the company saw its share price skyrocket too.</p> <h2><strong>Comments on the Outlook</strong></h2> <p>I also think that the reaction to the results had something to do with the company diversifying away from just being mainly in silicon carbide, which should lower its concentration risk to an extent. The company still expects its main revenue contributor to be SiC, but now the management is looking at three different revenue generators, each to bring around 10% of total revenues in the near future. These are hard disk drive applications, wafer-level burn-in of GaN power semis that are used in data centers, and of course AI applications. The company mentioned others like silicon photonics ICs used for I/O (Input/Output) communication and flash memory devices in SSDs, but management isn’t certain of the revenue potential from those just yet. Also, the company isn’t certain of the potential of the three mentioned, but they are optimistic that those will yield good results in the end. There was a lot of hedging in the comments about the potential of these revenue segments with words such as “could do”, “could be”, and “could maybe”. These are not very strong tones in my opinion, so I would take that statement with a grain of salt and adjust your expectations. However, the company is heading in the right direction by diversifying, which should in the end convince more investors that its concentration risk is coming down.</p> <p>One of the revenue catalysts that probably got the most attention is the AI part of it. The company also announced it has acquired Incal Technology, which expands Aehr’s product portfolio of test products specifically within the ultra-high-power capabilities for AI accelerators, GPUs, and HPC processors. The deal was for $21m, which consists of $14m in cash and around half a million in AEHR common stock at an average closing price of $12.60. The acquisition is already baked into the company’s FY25 revenue guidance. This was a good acquisition in my opinion. The ever-growing demand for AI may become a much bigger part of the company’s overall revenues, but that will take a while before it can scale its operations. The company is excited about the opportunity within the AI processes for LLMs, which is still in the testing phase, and has said it is working with an AI accelerator company to move its AI processor testing and burn-in to wafer-level, however, what probably was on everyone’s minds is that it was Nvidia (NVDA), unfortunately, the management confirmed it was not. Nevertheless, there is a lot of excitement there, but no concrete numbers yet, so I will be cautiously optimistic for now.</p> <p>In terms of EVs starting to recover, Tesla (TSLA) has had a massive run recently due to beating delivery expectations at the beginning of the month and then getting picked up by momentum and what I assume FOMO and meme traders to rally over 40% in one month. Onsemi (ON) has been a little more cautious about the second-half outlook, citing “<em>We expect customer inventory levels to normalize and the market to stabilize.”</em> So, there does seem to be some sort of stabilization on the way, which should help AEHR to grow its top line at a more acceptable pace than it has in the last few quarters.</p> <p>In summary, I like the diversification ideas that the company has provided here. They all seem to be a positive for the company and lessen concentration risk, however, we cannot be certain how well these will perform since the verbiage management used was vague and no concrete numbers were presented, apart from what these avenues “could” bring in going forward. I would like to see how these perform once they are operational.</p> <h2><strong>Is it a buy after the company rallied?</strong></h2> <p>I am still holding on to a small position that is about to break even right now. The last time I made assumptions about the company, management was very optimistic about growing revenues to “<em>at least $100m, representing growth of over 50% y/y”. </em>What followed since then were disastrous quarters with many lowered expectations. Back in December, I modeled that the company would reach $102m in FY24, now that number came in at $66m, with FY25 to be at least $70m by the company’s expectation, which is less than half of what I expected for FY25 to be (I said around $160m). My estimates were very off, to say the least. I gave the company a 37% CAGR over the next decade, which I thought was reasonable given how the company was growing in the last three years (at an average of 98%). Now I cannot come up with reasonable forecasts because I need to see a few more quarters to have a better idea of the revenue trajectory going forward, what the new catalysts will bring in, and how the EV sector will recover.</p> <div></div> <p>The company mentioned that Incal did around $12m last year, so taking out the acquisition, the company would not be growing. Therefore, it is tough to give some growth numbers that would exceed more than 10%, and that is quite low for a company this size. I am not going to be adding any more shares but will let them ride for a little while longer until at least I see what the recovery looks like. Therefore, I am downgrading to a hold rating for now.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Aehr Test Systems: Good Numbers But The Future Growth Is Uncertain (Rating Downgrade)</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\">\nAehr Test Systems: Good Numbers But The Future Growth Is Uncertain (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-18 05:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4704679-aehr-test-systems-good-numbers-but-the-future-growth-is-uncertain-rating-downgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Aehr Test Systems reported FY24 numbers positively, showing signs of operational improvement and diversification plans for future growth.FY24 revenues beat expectations, with a significant increase in...</p>\n\n<a href=\"https://seekingalpha.com/article/4704679-aehr-test-systems-good-numbers-but-the-future-growth-is-uncertain-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/162267640/image_162267640.jpg","relate_stocks":{"AEHR":"Aehr Test Systems"},"source_url":"https://seekingalpha.com/article/4704679-aehr-test-systems-good-numbers-but-the-future-growth-is-uncertain-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2452423113","content_text":"Aehr Test Systems reported FY24 numbers positively, showing signs of operational improvement and diversification plans for future growth.FY24 revenues beat expectations, with a significant increase in net income due to a tax benefit. Effective backlog also increased, with guidance for FY25 exceeding consensus.The company's diversification plans into new revenue segments, including AI, show potential for growth, but lack of concrete numbers and vague language from management warrant caution.   nicolas_Introduction Aehr Test Systems (NASDAQ:AEHR) recently reported its FY24 numbers, which were met very positively and may be construed as the company finally saw the bottoming of its operations. The company also shed some light on its future endeavors, which involve further diversification and expansion into other product testing segments. I will go through the numbers and some comments on the outlook of the company and whether it would be a good time to add or start a position. Briefly on FY24 Results For the quarter, the company saw revenues of $16.6m, a beat of $1.15m and down 25% y/y. Note that the decline in revenues is not as aggressive as it has been in the previous quarters, which is a sign of improvements on the horizon. GAAP net income came in at $23.9m, or $0.81 per diluted share. This is a massive beat of $0.74 but it was already communicated previously that most of that income was due to the tax benefit of $20.8m and not through the company’s operational improvements. The company’s effective backlog got a nice bump from one of their main customers of around $12m for WaferPak, which was received in the first quarter of FY25, bringing its effective backlog to $20.8m. I think what got everyone excited in the past week about the company is its guidance for FY25, which came in around $2m more than the consensus anticipated. Overall, I believe that there was nothing too exciting in the numbers or the guidance, to be honest. The massive beat on EPS had nothing to do with improvements in operations, and the reaction to the upside was an overreaction, probably caused by the massive short interest in the company and the fact that the company itself finally did not guide lower for once. I also don’t understand why the stock went up another 25% on the earnings release when these numbers were already pre-announced a week ago, when the company saw its share price skyrocket too. Comments on the Outlook I also think that the reaction to the results had something to do with the company diversifying away from just being mainly in silicon carbide, which should lower its concentration risk to an extent. The company still expects its main revenue contributor to be SiC, but now the management is looking at three different revenue generators, each to bring around 10% of total revenues in the near future. These are hard disk drive applications, wafer-level burn-in of GaN power semis that are used in data centers, and of course AI applications. The company mentioned others like silicon photonics ICs used for I/O (Input/Output) communication and flash memory devices in SSDs, but management isn’t certain of the revenue potential from those just yet. Also, the company isn’t certain of the potential of the three mentioned, but they are optimistic that those will yield good results in the end. There was a lot of hedging in the comments about the potential of these revenue segments with words such as “could do”, “could be”, and “could maybe”. These are not very strong tones in my opinion, so I would take that statement with a grain of salt and adjust your expectations. However, the company is heading in the right direction by diversifying, which should in the end convince more investors that its concentration risk is coming down. One of the revenue catalysts that probably got the most attention is the AI part of it. The company also announced it has acquired Incal Technology, which expands Aehr’s product portfolio of test products specifically within the ultra-high-power capabilities for AI accelerators, GPUs, and HPC processors. The deal was for $21m, which consists of $14m in cash and around half a million in AEHR common stock at an average closing price of $12.60. The acquisition is already baked into the company’s FY25 revenue guidance. This was a good acquisition in my opinion. The ever-growing demand for AI may become a much bigger part of the company’s overall revenues, but that will take a while before it can scale its operations. The company is excited about the opportunity within the AI processes for LLMs, which is still in the testing phase, and has said it is working with an AI accelerator company to move its AI processor testing and burn-in to wafer-level, however, what probably was on everyone’s minds is that it was Nvidia (NVDA), unfortunately, the management confirmed it was not. Nevertheless, there is a lot of excitement there, but no concrete numbers yet, so I will be cautiously optimistic for now. In terms of EVs starting to recover, Tesla (TSLA) has had a massive run recently due to beating delivery expectations at the beginning of the month and then getting picked up by momentum and what I assume FOMO and meme traders to rally over 40% in one month. Onsemi (ON) has been a little more cautious about the second-half outlook, citing “We expect customer inventory levels to normalize and the market to stabilize.” So, there does seem to be some sort of stabilization on the way, which should help AEHR to grow its top line at a more acceptable pace than it has in the last few quarters. In summary, I like the diversification ideas that the company has provided here. They all seem to be a positive for the company and lessen concentration risk, however, we cannot be certain how well these will perform since the verbiage management used was vague and no concrete numbers were presented, apart from what these avenues “could” bring in going forward. I would like to see how these perform once they are operational. Is it a buy after the company rallied? I am still holding on to a small position that is about to break even right now. The last time I made assumptions about the company, management was very optimistic about growing revenues to “at least $100m, representing growth of over 50% y/y”. What followed since then were disastrous quarters with many lowered expectations. Back in December, I modeled that the company would reach $102m in FY24, now that number came in at $66m, with FY25 to be at least $70m by the company’s expectation, which is less than half of what I expected for FY25 to be (I said around $160m). My estimates were very off, to say the least. I gave the company a 37% CAGR over the next decade, which I thought was reasonable given how the company was growing in the last three years (at an average of 98%). Now I cannot come up with reasonable forecasts because I need to see a few more quarters to have a better idea of the revenue trajectory going forward, what the new catalysts will bring in, and how the EV sector will recover.  The company mentioned that Incal did around $12m last year, so taking out the acquisition, the company would not be growing. Therefore, it is tough to give some growth numbers that would exceed more than 10%, and that is quite low for a company this size. I am not going to be adding any more shares but will let them ride for a little while longer until at least I see what the recovery looks like. 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