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志红强国
2021-07-26
$India Globalization Capital(IGC)$
目标:1.45
志红强国
2021-06-11
$Aethlon Medical Inc(AEMD)$
我这8.62的成本[喷血] [喷血] [喷血]
志红强国
2021-07-23
$Aethlon Medical Inc(AEMD)$
涨太猛,又稍微回调,但我坚定看到它涨到12元。
志红强国
2021-06-18
看到道琼斯期货盘前有大量空单,现在做空“道琼斯三倍做空ETF”负负得正变做多道琼斯指数。希望未来的日里可以多涨一些吧。
志红强国
2021-06-16
$Aethlon Medical Inc(AEMD)$
到底部准备回升了?
志红强国
2021-07-20
$Aethlon Medical Inc(AEMD)$
各位开心一点了吗?
志红强国
2021-07-14
$Aethlon Medical Inc(AEMD)$
开盘后低位逆势加仓,希望不负所望[摊手]
志红强国
2021-06-11
$Aethlon Medical Inc(AEMD)$
冲冲冲!
志红强国
2021-06-14
$Aethlon Medical Inc(AEMD)$
盘前冲冲冲!
志红强国
2021-05-07
一起做空到他妈都不认得
水滴登陆纽交所,首日开盘破发下跌14%
志红强国
2021-07-19
$Aethlon Medical Inc(AEMD)$
Up Up Up
志红强国
2021-06-30
$Aethlon Medical Inc(AEMD)$
F**k
志红强国
2021-06-22
$Aethlon Medical Inc(AEMD)$
每天都有一个小高潮,可以回一回血
志红强国
2021-06-16
$Aethlon Medical Inc(AEMD)$
分析师评价认为应该买入,那就拿着吧
志红强国
2021-05-05
印度指数居然止跌了这么一点?
抱歉,原内容已删除
志红强国
2021-05-25
全世界无产阶级团结起来!
抱歉,原内容已删除
志红强国
2021-06-25
$Aethlon Medical Inc(AEMD)$
今天把股价推到5.9再落回5.4的,估计是同一个人所为。嗯,这就是美股T+0。
志红强国
2021-07-08
$Aethlon Medical Inc(AEMD)$
兄弟们,割肉了吗?
志红强国
2021-06-23
什么**都能IPO?
市场消息:李佳琦、薇娅所属公司均在计划进行IPO
志红强国
2021-06-16
$Aethlon Medical Inc(AEMD)$
up up up
去老虎APP查看更多动态
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Corp(ATNF)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628068501","isVote":1,"tweetType":1,"viewCount":2653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694120665,"gmtCreate":1641871521265,"gmtModify":1641871521265,"author":{"id":"3582092633382203","authorId":"3582092633382203","name":"志红强国","avatar":"https://static.tigerbbs.com/591137596ab24f0f5e0aaea1a38926d2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582092633382203","authorIdStr":"3582092633382203"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694120665","repostId":"694967517","repostType":1,"repost":{"id":694967517,"gmtCreate":1641788306695,"gmtModify":1644487100794,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"一文带你玩转美股期权模拟赛,万元奖金等你拿!","htmlText":"期权对于很多未接触的朋友来说,是一门不小的学问,所以我们特意为大家准备了一场美股期权模拟赛! 看到社区很多虎友反馈,报名之后不知道怎么参与这个比赛,今天就教大家玩转美股期权模拟赛! 如何参与比赛: 第一步:进入活动页面,成功报名。 <a href=\"https://www.itigergrowth.com/mi/stockgame/USOPTIONS2022\" target=\"_blank\">戳我立即参赛</a> 第二步:将账户切换成【老虎美股期权模拟赛】,切换路径:老虎app>【交易】tab>左上角账户切换。第三步:在该账户下,进行美股期权模拟交易,以苹果期权为例,交易路径:搜索【苹果】>进入苹果个股详情页>点击页面上方的【期权】tab>选择任意期权合约交易即可如果大家还有疑问,可以参考【期权模拟盘操作指南视频版】,非常详细哟:<a href=\"https://laohu8.com/RN?name=RNCollege&page=/college/course&rndata={"gid":"C20211129044555092"}\" target=\"_blank\">戳我了解期权模拟盘操作指南</a> 重要的事情说三遍! 记得将账户切换成比赛账户【老虎美股期权模拟赛】,订单才会被记录在比赛范围内!! 记得将账户切换成比赛账户【老虎美股期权模拟赛】,订单才会被记录在比赛范围内!! 记得将账户切换成比赛账户【老虎美股期权模拟赛】,订单才会被记录在比赛范围内!! ps:该比赛账户仅支持交易美股期权,目前仅入金用户能看到期权行情,即入金用户才能参与比赛哟 期权学习: 如果你是期权新手,我们为您准备了【老虎期权入门课】,您可以先学习期权相关基础知识哟:","listText":"期权对于很多未接触的朋友来说,是一门不小的学问,所以我们特意为大家准备了一场美股期权模拟赛! 看到社区很多虎友反馈,报名之后不知道怎么参与这个比赛,今天就教大家玩转美股期权模拟赛! 如何参与比赛: 第一步:进入活动页面,成功报名。 <a href=\"https://www.itigergrowth.com/mi/stockgame/USOPTIONS2022\" target=\"_blank\">戳我立即参赛</a> 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ps:该比赛账户仅支持交易美股期权,目前仅入金用户能看到期权行情,即入金用户才能参与比赛哟 期权学习: 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预感很快就可以反攻了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694346403","isVote":1,"tweetType":1,"viewCount":1784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694364874,"gmtCreate":1641823744300,"gmtModify":1641823744300,"author":{"id":"3582092633382203","authorId":"3582092633382203","name":"志红强国","avatar":"https://static.tigerbbs.com/591137596ab24f0f5e0aaea1a38926d2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582092633382203","authorIdStr":"3582092633382203"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694364874","repostId":"695441523","repostType":1,"repost":{"id":695441523,"gmtCreate":1641559440000,"gmtModify":1641562288992,"author":{"id":"3524105790854316","authorId":"3524105790854316","name":"港股挖掘机","avatar":"https://static.tigerbbs.com/7ad7f6521dbd218dc1b2d938da24ac61","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105790854316","authorIdStr":"3524105790854316"},"themes":[],"title":"一份纪要就引发美股暴跌 美联储未来还会掀起多大风浪?","htmlText":"(全文约1300字,读完需要4分钟) 美联储上一次为缩表做准备是在2017年,当时的主席珍妮特·耶伦(Janet Yellen)表示,她预计这一过程将是“像油漆慢慢风干一样自然”。但事实并非如此,在第二年,伴随着国债收益率上升,金融环境收紧,美股市场出现了金融危机以来的最大跌幅,在同年12月,美联储被迫停止了加息周期。 从市场对待美联储周四凌晨公布的会议纪要的反应表明,投资者对这份“鹰味浓厚”的会议纪要始终保持谨慎。事实上,随着美联储推出更清晰的Taper和加息时间表,市场波动性可能会更早出现。因此,未来几周,市场可能会经历一场颠簸。 在美联储公布会议纪要后,成分以科技股为主的纳斯达克指数当日暴跌3.34%,这是近一年里最大跌幅;而美国国债收益率达到自去年初期以来的最高水平;10年期TIPS(通货膨胀保值债券)的收益率出现九年来第二大的周升幅。我们需要注意,此次市场的走势对美联储后续动作所带来的影响也颇具指导意义。 有观点认为,量化紧缩(QT)可能会在美联储第一次加息后出现,这将比美联储在2018-19年的加息周期中出现得更快(当时是最后一次加息后才出现)。当然,美联储将希望在量化紧缩的操作上保持相当大的灵活性,并尽可能限制市场抛售潮所带来的负面影响。值得注意的是,尽管美联储的资产负债表的规模自疫情以来翻了一番,总体规模已超过8万亿美元,但作为GDP的一部分,其占比相对于其他一些发达经济体来说并没有很大。据悉,它的占比与英国央行差不多,是欧洲央行的一半,大约是日本央行的四分之一。 几乎可以肯定,美联储将是上述央行中第一个开启缩表的央行,其做法是将一些债券持有到期,并且不再投资。事实上,考虑到未来几年内美国国债的到期日相对集中,美联储因此可以在相对较短的时间内大幅减持,且无需通过出售任何债券来达到缩表的目的。摩根大通的经济学家估计,今年美联储的资产负债表将在9月份加息后“正常","listText":"(全文约1300字,读完需要4分钟) 美联储上一次为缩表做准备是在2017年,当时的主席珍妮特·耶伦(Janet Yellen)表示,她预计这一过程将是“像油漆慢慢风干一样自然”。但事实并非如此,在第二年,伴随着国债收益率上升,金融环境收紧,美股市场出现了金融危机以来的最大跌幅,在同年12月,美联储被迫停止了加息周期。 从市场对待美联储周四凌晨公布的会议纪要的反应表明,投资者对这份“鹰味浓厚”的会议纪要始终保持谨慎。事实上,随着美联储推出更清晰的Taper和加息时间表,市场波动性可能会更早出现。因此,未来几周,市场可能会经历一场颠簸。 在美联储公布会议纪要后,成分以科技股为主的纳斯达克指数当日暴跌3.34%,这是近一年里最大跌幅;而美国国债收益率达到自去年初期以来的最高水平;10年期TIPS(通货膨胀保值债券)的收益率出现九年来第二大的周升幅。我们需要注意,此次市场的走势对美联储后续动作所带来的影响也颇具指导意义。 有观点认为,量化紧缩(QT)可能会在美联储第一次加息后出现,这将比美联储在2018-19年的加息周期中出现得更快(当时是最后一次加息后才出现)。当然,美联储将希望在量化紧缩的操作上保持相当大的灵活性,并尽可能限制市场抛售潮所带来的负面影响。值得注意的是,尽管美联储的资产负债表的规模自疫情以来翻了一番,总体规模已超过8万亿美元,但作为GDP的一部分,其占比相对于其他一些发达经济体来说并没有很大。据悉,它的占比与英国央行差不多,是欧洲央行的一半,大约是日本央行的四分之一。 几乎可以肯定,美联储将是上述央行中第一个开启缩表的央行,其做法是将一些债券持有到期,并且不再投资。事实上,考虑到未来几年内美国国债的到期日相对集中,美联储因此可以在相对较短的时间内大幅减持,且无需通过出售任何债券来达到缩表的目的。摩根大通的经济学家估计,今年美联储的资产负债表将在9月份加息后“正常","text":"(全文约1300字,读完需要4分钟) 美联储上一次为缩表做准备是在2017年,当时的主席珍妮特·耶伦(Janet Yellen)表示,她预计这一过程将是“像油漆慢慢风干一样自然”。但事实并非如此,在第二年,伴随着国债收益率上升,金融环境收紧,美股市场出现了金融危机以来的最大跌幅,在同年12月,美联储被迫停止了加息周期。 从市场对待美联储周四凌晨公布的会议纪要的反应表明,投资者对这份“鹰味浓厚”的会议纪要始终保持谨慎。事实上,随着美联储推出更清晰的Taper和加息时间表,市场波动性可能会更早出现。因此,未来几周,市场可能会经历一场颠簸。 在美联储公布会议纪要后,成分以科技股为主的纳斯达克指数当日暴跌3.34%,这是近一年里最大跌幅;而美国国债收益率达到自去年初期以来的最高水平;10年期TIPS(通货膨胀保值债券)的收益率出现九年来第二大的周升幅。我们需要注意,此次市场的走势对美联储后续动作所带来的影响也颇具指导意义。 有观点认为,量化紧缩(QT)可能会在美联储第一次加息后出现,这将比美联储在2018-19年的加息周期中出现得更快(当时是最后一次加息后才出现)。当然,美联储将希望在量化紧缩的操作上保持相当大的灵活性,并尽可能限制市场抛售潮所带来的负面影响。值得注意的是,尽管美联储的资产负债表的规模自疫情以来翻了一番,总体规模已超过8万亿美元,但作为GDP的一部分,其占比相对于其他一些发达经济体来说并没有很大。据悉,它的占比与英国央行差不多,是欧洲央行的一半,大约是日本央行的四分之一。 几乎可以肯定,美联储将是上述央行中第一个开启缩表的央行,其做法是将一些债券持有到期,并且不再投资。事实上,考虑到未来几年内美国国债的到期日相对集中,美联储因此可以在相对较短的时间内大幅减持,且无需通过出售任何债券来达到缩表的目的。摩根大通的经济学家估计,今年美联储的资产负债表将在9月份加息后“正常","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695441523","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692765097,"gmtCreate":1641222097739,"gmtModify":1641222097739,"author":{"id":"3582092633382203","authorId":"3582092633382203","name":"志红强国","avatar":"https://static.tigerbbs.com/591137596ab24f0f5e0aaea1a38926d2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582092633382203","authorIdStr":"3582092633382203"},"themes":[],"htmlText":"收藏","listText":"收藏","text":"收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692765097","repostId":"1175058543","repostType":2,"repost":{"id":"1175058543","kind":"news","weMediaInfo":{"introduction":"美股研究社,一个专注研究美股的平台,专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司;想获得一手美股重磅信息;想加入美股交流社群,敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1641214398,"share":"https://www.laohu8.com/m/news/1175058543?lang=&edition=full","pubTime":"2022-01-03 20:53","market":"us","language":"zh","title":"长期定位!美股2022年十大成长型投资股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1175058543","media":"美股研究社","summary":"摘要我们相信,成长型投资是一项长期努力。通货膨胀和供应链故障等短期不利因素将随着时间的推移而恢复正常。因此,成长型投资者需要为他们的投资组合进行适当的长期定位。我们讨论哪些是我们最喜欢的2022年的成","content":"<html><head></head><body><blockquote><b>摘要</b></blockquote><blockquote>我们相信,成长型投资是一项长期努力。通货膨胀和供应链故障等短期不利因素将随着时间的推移而恢复正常。</blockquote><blockquote>因此,成长型投资者需要为他们的投资组合进行适当的长期定位。</blockquote><blockquote>我们讨论哪些是我们最喜欢的2022年的成长型股票。</blockquote><p>对于2021年的市场来说,这是不平凡的一年,因为它在2020年COVID-19市场底部的强劲复苏中堆积了大量的资金。尽管如此,许多高增长的股票在年底时遭遇了深度的价值压缩。但我们对这种修正并不感到不安。在经历了从2020年4月开始的辉煌之后,这种大幅回调给了高增长股票喘息的机会。这将允许这些股票进行整合,让做市商在随后将其拉高之前再次悄悄积累。</p><p>我们对成长型投资的偏好是考虑采取平衡的方法。一些投资者只选择了高增长的道路,而没有过多地关注"大科技"类型的股票。然而,我们认为,这些股票对于帮助减少整体投资组合的波动性至关重要。鉴于其高度竞争的护城河和强大的基本<a href=\"https://laohu8.com/S/838275\">驱动力</a>,它们也有明显的长期上升趋势。因此,我们认为,从长远来看,成长型投资者应该谨慎地将他们的投资组合与高增长和大科技股进行良好的组合。</p><p>我们讨论一下哪些是我们2022年的十大选择。</p><p><b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></b></p><p><img src=\"https://static.tigerbbs.com/38dd3944b68a3532c27c476ec2a502db\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>亚马逊(AMZN)的股票在2021年表现不佳,因为它跑输了市场。然而,随着2021年的结束,我们相信首席执行官安迪-贾西和公司正在寻求重新调整其电子商务驱动因素,因为该公司已经从2020年艰难的comps中走出来。除此之外,广告将继续成为一个令人兴奋的驱动力。在围墙花园三者之间,AMZN估计将在未来三年内取得显著的份额收益。此外,其市场广告业务也不受<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(NASDAQ:AAPL)IDFA变化的影响。</p><p>此外,AWS继续为该公司的盈利能力提供动力。该股的EV/NTM EBITDA仅为22.7倍(3年平均22.7倍)。我们的公允价值估计指向了一只被低估的股票。</p><p><b>苹果</b></p><p><img src=\"https://static.tigerbbs.com/0f5bd6a532f6797fb2cf0b95ac661e1e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>在12月初超越之前,苹果股价全年落后于大盘,并保持到2021年底。我们一直认为,AAPL股票具有明确无误的长期上升趋势的倾向。看空苹果的投资者永远无法理解其股票如何能继续保持令人难以置信的上升势头。估计苹果将在22年第四季度的某个时候发布其AR/VR设备。可以说,苹果总是在其产品发布时进行重大炒作,并配以出色的执行。它的AR/VR设备很可能是它进入元空间的切入点。我们认为,首席执行官蒂姆-库克和公司不可能没有一个元空间战略。其超过10亿的快乐iOS用户的安装基础是一个强大的资产。Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>估计,在未来五年内,App Store收入的年复合增长率为20.7%。有如此多的世俗驱动力支撑着苹果的增长故事。</p><p><b>Alphabet</b></p><p><img src=\"https://static.tigerbbs.com/7ea5f6a18a9a3cc13087386919474068\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Alphabet (GOOGL) (GOOG)在2021年的大科技同行中轻松领跑,因为它在这一年的回报率达到65.3%。该股有一个非凡的运行,全年从未受到威胁,因为它从头到尾都在领先。它的搜索广告业务仍然是美国数字广告市场上最有优势的参与者。它也有望在未来几年内保持其市场领导地位,尽管其份额估计会随着时间的推移而下降。此外,YouTube加强了其在广告支持的视频点播(AVOD)市场的控制力。</p><p>此外,首席执行官托马斯-库里安(Thomas Kurian)领导的谷歌云正在加强其软件能力,以对抗AWS和Azure(MSFT)。此外,根据我们的内部公平价值估计,其股票也被低估了。它的交易价格远远没有达到其最高估值15.7倍的NTM EBITDA。因此,我们认为GOOGL的股票将在2022年继续处于领先地位。</p><p><b>Meta Platforms</b></p><p><img src=\"https://static.tigerbbs.com/293177ca2b72ecfa0bc9a9eb5e4a28d4\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB)在元数据领域的机会自其10月份改名以来一直被讨论。可以说,由于其高利润的商业模式,FB将是未来十年最重要的元气股之一。它将继续为自己的雄心壮志和资本支出投资提供动力,很少有人能够也愿意与之匹敌。尽管面临着来自苹果新的应用程序跟踪透明框架的阻力,但它一直在努力克服这些阻力。此外,广告商继续涌向Instagram,因为其月度活跃用户(MAU)最近超过了2B。鉴于其交易价格仅为13.7倍的EBITDA,根据我们的公平价值估计,FB的价值也被低估了。</p><p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b></p><p><img src=\"https://static.tigerbbs.com/2854d228388244bc50cf7c71951133c3\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>首席执行官埃隆-马斯克(Elon Musk & Co.)又度过了值得庆祝的一年。特斯拉(TSLA)股价在2021年结束时取得了令人印象深刻的49.8%的收益,这是继2020年696%的惊人回报之后的又一次。鉴于该股的EV/NTM EBITDA为69.6倍,该股当然不便宜。尽管如此,当特斯拉在电动车市场上发挥其领导力时,其估值从未真正阻碍其发展。其年化运行率在2021年超过了100万辆,估计在2022年将超过200万辆(根据Wedbush)。此外,根据共识估计,其2022年的交付量也有望达到130万至140万。随着Giga Berlin的上线和Giga Austin的加入,特斯拉现在可以将Giga Shanghai的70万辆运行率集中在中国的需求上。新工厂的初期运行可能会影响特斯拉的汽车毛利率。然而,我们认为,特斯拉已经通过其软件工程专长和令人印象深刻的平台再利用证明了其电动车制造能力。如果有一只股票能够在2022年将电动车的领导地位提升到新的高度,我们相信TSLA股票将继续藐视怀疑者。</p><p><b><a href=\"https://laohu8.com/S/NVDA\">英伟达</a></b></p><p><img src=\"https://static.tigerbbs.com/5de32e0def9363df7d5c5aaad482a413\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>英伟达(NVDA)在2021年一直是其半导体同行中表现最好的股票之一。但是,如今称其为半导体股票似乎低估了该公司潜力的巨大规模。我们认为,该公司已经将自己转变为世界领先的全栈人工智能技术公司之一。加上其在硬件方面的加速计算领导地位,该公司已经开发了一个领先的软件引擎,供创作者在元宇宙中构建他们的虚拟世界。鉴于其事业的惊人规模,我们相信NVDA未来有一条漫长而清晰的跑道。再加上其无可争议的领导地位,我们对其股票看起来昂贵的58倍NTM EBITDA(3年平均43.9倍)并不惊讶。然而,我们不认为它的价值被严重高估,正如一些熊市所哀叹的那样。我们相信英伟达的软件收入流仍处于早期阶段。</p><p><b><a href=\"https://laohu8.com/S/NIO\">蔚来</a></b></p><p><img src=\"https://static.tigerbbs.com/74530134a1a62f993b0201ad1eb2b59c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>蔚来(NIO)是中国领先的纯电动汽车(NEV)企业之一。与小鹏(XPEV)和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(LI)一起,这个三人组在中国被亲切地称为"蔚小理",代表着"NIO-XPeng-Li Auto"。该公司的车辆主要是为了取代中国的"BBA "市场,即"宝马-奔驰-奥迪"。毫无疑问,NIO已经取得了令人难以置信的进展,因为它在中国(世界第一大电动车市场)12月的交付量又一次强劲。此外,该公司已开始渗透到欧洲(世界第二大电动车市场),并计划在2025年前进入25个国家和地区。鉴于其交易价格仅为NTM收入的6倍(与特斯拉的15.5倍相比),我们认为NIO的增长故事仍处于早期阶段。</p><p><b>Sea Limited</b></p><p><img src=\"https://static.tigerbbs.com/c41efc2d323c534ed0f719b73d2cdd62\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>总部设在新加坡的Sea Limited(SE)的股票最近受到了强烈的关注,因为它跌回了5月的低点。该股在11月的回调中,原本有望成为今年的一个亮点,但却在11月的回调中被抹杀了,因为其2021年底的年收益率从80%下降到了12.4%。对于《自由之火》背后的公司来说,这的确是一个显著的跌落,根据Sensor Tower的数据,《自由之火》是世界十大移动游戏之一,总收入。该公司还经营着东南亚第一大电子商务公司Shopee,其规模远超其他公司。再加上它最近进入拉丁美洲和欧洲,该公司的增长速度令人难以置信。因此,我们认为深度回调为投资者提供了另一个绝好的机会,以仅为8.7倍的NTM收入(3年平均值:9.9倍)抢购其股票。</p><p><b>Cloudflare</b></p><p><img src=\"https://static.tigerbbs.com/a1997f02cab6dadad3eb4afe8fa52b60\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Cloudflare(NET)是我们覆盖范围内最昂贵的SaaS股票之一,交易价格为50.4倍收入。在卖家消化其势头飙升之前,它在11月曾涨至82倍之高。然而,我们仍然对首席执行官马修-普林斯和公司非常有信心。该公司正在追求其"<a href=\"https://laohu8.com/S/CSCO\">思科</a>即服务"的战略愿景,因为它试图通过提供综合网络战略来颠覆其传统的内部部署的同行和云端的竞争对手。云络科技仍然由其两位联合创始人干练地领导着,我们认为该公司拥有一个巨大的TAM,但在很大程度上仍未被开发。我们认为Cloudflare将成为未来十年的重要科技公司之一。</p><p><b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b></p><p><img src=\"https://static.tigerbbs.com/174ec86fef22c949ec9b0842522163fa\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>拉丁美洲领先的电子商务企业MercadoLibre(MELI),最近也受到了抨击。随着投资者对其估值的关注,政治和通货膨胀的不利因素有可能使该股与长期上升趋势脱钩。虽然它仍然以7.9倍NTM收入的溢价估值交易,但远远低于其11.8倍的3年平均值。此外,该公司仍有望快速增长,不仅在电子商务领域,而且在其金融技术领域也会取得进展。此外,该公司在GAAP EBIT基础上也是盈利的,因为它继续获得显著的杠杆效应。</p><p><b>经验之谈</b></p><p>我们认为,2021年成长型股票的年底回调为成长型股票在2022年夺回其上升势头奠定了基础。供应链瓶颈和通货膨胀等近期不利因素可能会威胁到它们的估值。然而,我们认为这些都是过渡性的,因此是长期成长型投资者增加风险的机会。</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>长期定位!美股2022年十大成长型投资股票</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长期定位!美股2022年十大成长型投资股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2022-01-03 20:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要</b></blockquote><blockquote>我们相信,成长型投资是一项长期努力。通货膨胀和供应链故障等短期不利因素将随着时间的推移而恢复正常。</blockquote><blockquote>因此,成长型投资者需要为他们的投资组合进行适当的长期定位。</blockquote><blockquote>我们讨论哪些是我们最喜欢的2022年的成长型股票。</blockquote><p>对于2021年的市场来说,这是不平凡的一年,因为它在2020年COVID-19市场底部的强劲复苏中堆积了大量的资金。尽管如此,许多高增长的股票在年底时遭遇了深度的价值压缩。但我们对这种修正并不感到不安。在经历了从2020年4月开始的辉煌之后,这种大幅回调给了高增长股票喘息的机会。这将允许这些股票进行整合,让做市商在随后将其拉高之前再次悄悄积累。</p><p>我们对成长型投资的偏好是考虑采取平衡的方法。一些投资者只选择了高增长的道路,而没有过多地关注"大科技"类型的股票。然而,我们认为,这些股票对于帮助减少整体投资组合的波动性至关重要。鉴于其高度竞争的护城河和强大的基本<a href=\"https://laohu8.com/S/838275\">驱动力</a>,它们也有明显的长期上升趋势。因此,我们认为,从长远来看,成长型投资者应该谨慎地将他们的投资组合与高增长和大科技股进行良好的组合。</p><p>我们讨论一下哪些是我们2022年的十大选择。</p><p><b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></b></p><p><img src=\"https://static.tigerbbs.com/38dd3944b68a3532c27c476ec2a502db\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>亚马逊(AMZN)的股票在2021年表现不佳,因为它跑输了市场。然而,随着2021年的结束,我们相信首席执行官安迪-贾西和公司正在寻求重新调整其电子商务驱动因素,因为该公司已经从2020年艰难的comps中走出来。除此之外,广告将继续成为一个令人兴奋的驱动力。在围墙花园三者之间,AMZN估计将在未来三年内取得显著的份额收益。此外,其市场广告业务也不受<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(NASDAQ:AAPL)IDFA变化的影响。</p><p>此外,AWS继续为该公司的盈利能力提供动力。该股的EV/NTM EBITDA仅为22.7倍(3年平均22.7倍)。我们的公允价值估计指向了一只被低估的股票。</p><p><b>苹果</b></p><p><img src=\"https://static.tigerbbs.com/0f5bd6a532f6797fb2cf0b95ac661e1e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>在12月初超越之前,苹果股价全年落后于大盘,并保持到2021年底。我们一直认为,AAPL股票具有明确无误的长期上升趋势的倾向。看空苹果的投资者永远无法理解其股票如何能继续保持令人难以置信的上升势头。估计苹果将在22年第四季度的某个时候发布其AR/VR设备。可以说,苹果总是在其产品发布时进行重大炒作,并配以出色的执行。它的AR/VR设备很可能是它进入元空间的切入点。我们认为,首席执行官蒂姆-库克和公司不可能没有一个元空间战略。其超过10亿的快乐iOS用户的安装基础是一个强大的资产。Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>估计,在未来五年内,App Store收入的年复合增长率为20.7%。有如此多的世俗驱动力支撑着苹果的增长故事。</p><p><b>Alphabet</b></p><p><img src=\"https://static.tigerbbs.com/7ea5f6a18a9a3cc13087386919474068\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Alphabet (GOOGL) (GOOG)在2021年的大科技同行中轻松领跑,因为它在这一年的回报率达到65.3%。该股有一个非凡的运行,全年从未受到威胁,因为它从头到尾都在领先。它的搜索广告业务仍然是美国数字广告市场上最有优势的参与者。它也有望在未来几年内保持其市场领导地位,尽管其份额估计会随着时间的推移而下降。此外,YouTube加强了其在广告支持的视频点播(AVOD)市场的控制力。</p><p>此外,首席执行官托马斯-库里安(Thomas Kurian)领导的谷歌云正在加强其软件能力,以对抗AWS和Azure(MSFT)。此外,根据我们的内部公平价值估计,其股票也被低估了。它的交易价格远远没有达到其最高估值15.7倍的NTM EBITDA。因此,我们认为GOOGL的股票将在2022年继续处于领先地位。</p><p><b>Meta Platforms</b></p><p><img src=\"https://static.tigerbbs.com/293177ca2b72ecfa0bc9a9eb5e4a28d4\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB)在元数据领域的机会自其10月份改名以来一直被讨论。可以说,由于其高利润的商业模式,FB将是未来十年最重要的元气股之一。它将继续为自己的雄心壮志和资本支出投资提供动力,很少有人能够也愿意与之匹敌。尽管面临着来自苹果新的应用程序跟踪透明框架的阻力,但它一直在努力克服这些阻力。此外,广告商继续涌向Instagram,因为其月度活跃用户(MAU)最近超过了2B。鉴于其交易价格仅为13.7倍的EBITDA,根据我们的公平价值估计,FB的价值也被低估了。</p><p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b></p><p><img src=\"https://static.tigerbbs.com/2854d228388244bc50cf7c71951133c3\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>首席执行官埃隆-马斯克(Elon Musk & Co.)又度过了值得庆祝的一年。特斯拉(TSLA)股价在2021年结束时取得了令人印象深刻的49.8%的收益,这是继2020年696%的惊人回报之后的又一次。鉴于该股的EV/NTM EBITDA为69.6倍,该股当然不便宜。尽管如此,当特斯拉在电动车市场上发挥其领导力时,其估值从未真正阻碍其发展。其年化运行率在2021年超过了100万辆,估计在2022年将超过200万辆(根据Wedbush)。此外,根据共识估计,其2022年的交付量也有望达到130万至140万。随着Giga Berlin的上线和Giga Austin的加入,特斯拉现在可以将Giga Shanghai的70万辆运行率集中在中国的需求上。新工厂的初期运行可能会影响特斯拉的汽车毛利率。然而,我们认为,特斯拉已经通过其软件工程专长和令人印象深刻的平台再利用证明了其电动车制造能力。如果有一只股票能够在2022年将电动车的领导地位提升到新的高度,我们相信TSLA股票将继续藐视怀疑者。</p><p><b><a href=\"https://laohu8.com/S/NVDA\">英伟达</a></b></p><p><img src=\"https://static.tigerbbs.com/5de32e0def9363df7d5c5aaad482a413\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>英伟达(NVDA)在2021年一直是其半导体同行中表现最好的股票之一。但是,如今称其为半导体股票似乎低估了该公司潜力的巨大规模。我们认为,该公司已经将自己转变为世界领先的全栈人工智能技术公司之一。加上其在硬件方面的加速计算领导地位,该公司已经开发了一个领先的软件引擎,供创作者在元宇宙中构建他们的虚拟世界。鉴于其事业的惊人规模,我们相信NVDA未来有一条漫长而清晰的跑道。再加上其无可争议的领导地位,我们对其股票看起来昂贵的58倍NTM EBITDA(3年平均43.9倍)并不惊讶。然而,我们不认为它的价值被严重高估,正如一些熊市所哀叹的那样。我们相信英伟达的软件收入流仍处于早期阶段。</p><p><b><a href=\"https://laohu8.com/S/NIO\">蔚来</a></b></p><p><img src=\"https://static.tigerbbs.com/74530134a1a62f993b0201ad1eb2b59c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>蔚来(NIO)是中国领先的纯电动汽车(NEV)企业之一。与小鹏(XPEV)和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(LI)一起,这个三人组在中国被亲切地称为"蔚小理",代表着"NIO-XPeng-Li Auto"。该公司的车辆主要是为了取代中国的"BBA "市场,即"宝马-奔驰-奥迪"。毫无疑问,NIO已经取得了令人难以置信的进展,因为它在中国(世界第一大电动车市场)12月的交付量又一次强劲。此外,该公司已开始渗透到欧洲(世界第二大电动车市场),并计划在2025年前进入25个国家和地区。鉴于其交易价格仅为NTM收入的6倍(与特斯拉的15.5倍相比),我们认为NIO的增长故事仍处于早期阶段。</p><p><b>Sea Limited</b></p><p><img src=\"https://static.tigerbbs.com/c41efc2d323c534ed0f719b73d2cdd62\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>总部设在新加坡的Sea Limited(SE)的股票最近受到了强烈的关注,因为它跌回了5月的低点。该股在11月的回调中,原本有望成为今年的一个亮点,但却在11月的回调中被抹杀了,因为其2021年底的年收益率从80%下降到了12.4%。对于《自由之火》背后的公司来说,这的确是一个显著的跌落,根据Sensor Tower的数据,《自由之火》是世界十大移动游戏之一,总收入。该公司还经营着东南亚第一大电子商务公司Shopee,其规模远超其他公司。再加上它最近进入拉丁美洲和欧洲,该公司的增长速度令人难以置信。因此,我们认为深度回调为投资者提供了另一个绝好的机会,以仅为8.7倍的NTM收入(3年平均值:9.9倍)抢购其股票。</p><p><b>Cloudflare</b></p><p><img src=\"https://static.tigerbbs.com/a1997f02cab6dadad3eb4afe8fa52b60\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Cloudflare(NET)是我们覆盖范围内最昂贵的SaaS股票之一,交易价格为50.4倍收入。在卖家消化其势头飙升之前,它在11月曾涨至82倍之高。然而,我们仍然对首席执行官马修-普林斯和公司非常有信心。该公司正在追求其"<a href=\"https://laohu8.com/S/CSCO\">思科</a>即服务"的战略愿景,因为它试图通过提供综合网络战略来颠覆其传统的内部部署的同行和云端的竞争对手。云络科技仍然由其两位联合创始人干练地领导着,我们认为该公司拥有一个巨大的TAM,但在很大程度上仍未被开发。我们认为Cloudflare将成为未来十年的重要科技公司之一。</p><p><b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b></p><p><img src=\"https://static.tigerbbs.com/174ec86fef22c949ec9b0842522163fa\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>拉丁美洲领先的电子商务企业MercadoLibre(MELI),最近也受到了抨击。随着投资者对其估值的关注,政治和通货膨胀的不利因素有可能使该股与长期上升趋势脱钩。虽然它仍然以7.9倍NTM收入的溢价估值交易,但远远低于其11.8倍的3年平均值。此外,该公司仍有望快速增长,不仅在电子商务领域,而且在其金融技术领域也会取得进展。此外,该公司在GAAP EBIT基础上也是盈利的,因为它继续获得显著的杠杆效应。</p><p><b>经验之谈</b></p><p>我们认为,2021年成长型股票的年底回调为成长型股票在2022年夺回其上升势头奠定了基础。供应链瓶颈和通货膨胀等近期不利因素可能会威胁到它们的估值。然而,我们认为这些都是过渡性的,因此是长期成长型投资者增加风险的机会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"GOOGL":"谷歌A","AMZN":"亚马逊","TSLA":"特斯拉","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175058543","content_text":"摘要我们相信,成长型投资是一项长期努力。通货膨胀和供应链故障等短期不利因素将随着时间的推移而恢复正常。因此,成长型投资者需要为他们的投资组合进行适当的长期定位。我们讨论哪些是我们最喜欢的2022年的成长型股票。对于2021年的市场来说,这是不平凡的一年,因为它在2020年COVID-19市场底部的强劲复苏中堆积了大量的资金。尽管如此,许多高增长的股票在年底时遭遇了深度的价值压缩。但我们对这种修正并不感到不安。在经历了从2020年4月开始的辉煌之后,这种大幅回调给了高增长股票喘息的机会。这将允许这些股票进行整合,让做市商在随后将其拉高之前再次悄悄积累。我们对成长型投资的偏好是考虑采取平衡的方法。一些投资者只选择了高增长的道路,而没有过多地关注\"大科技\"类型的股票。然而,我们认为,这些股票对于帮助减少整体投资组合的波动性至关重要。鉴于其高度竞争的护城河和强大的基本驱动力,它们也有明显的长期上升趋势。因此,我们认为,从长远来看,成长型投资者应该谨慎地将他们的投资组合与高增长和大科技股进行良好的组合。我们讨论一下哪些是我们2022年的十大选择。亚马逊亚马逊(AMZN)的股票在2021年表现不佳,因为它跑输了市场。然而,随着2021年的结束,我们相信首席执行官安迪-贾西和公司正在寻求重新调整其电子商务驱动因素,因为该公司已经从2020年艰难的comps中走出来。除此之外,广告将继续成为一个令人兴奋的驱动力。在围墙花园三者之间,AMZN估计将在未来三年内取得显著的份额收益。此外,其市场广告业务也不受苹果(NASDAQ:AAPL)IDFA变化的影响。此外,AWS继续为该公司的盈利能力提供动力。该股的EV/NTM EBITDA仅为22.7倍(3年平均22.7倍)。我们的公允价值估计指向了一只被低估的股票。苹果在12月初超越之前,苹果股价全年落后于大盘,并保持到2021年底。我们一直认为,AAPL股票具有明确无误的长期上升趋势的倾向。看空苹果的投资者永远无法理解其股票如何能继续保持令人难以置信的上升势头。估计苹果将在22年第四季度的某个时候发布其AR/VR设备。可以说,苹果总是在其产品发布时进行重大炒作,并配以出色的执行。它的AR/VR设备很可能是它进入元空间的切入点。我们认为,首席执行官蒂姆-库克和公司不可能没有一个元空间战略。其超过10亿的快乐iOS用户的安装基础是一个强大的资产。Sensor Tower估计,在未来五年内,App Store收入的年复合增长率为20.7%。有如此多的世俗驱动力支撑着苹果的增长故事。AlphabetAlphabet (GOOGL) (GOOG)在2021年的大科技同行中轻松领跑,因为它在这一年的回报率达到65.3%。该股有一个非凡的运行,全年从未受到威胁,因为它从头到尾都在领先。它的搜索广告业务仍然是美国数字广告市场上最有优势的参与者。它也有望在未来几年内保持其市场领导地位,尽管其份额估计会随着时间的推移而下降。此外,YouTube加强了其在广告支持的视频点播(AVOD)市场的控制力。此外,首席执行官托马斯-库里安(Thomas Kurian)领导的谷歌云正在加强其软件能力,以对抗AWS和Azure(MSFT)。此外,根据我们的内部公平价值估计,其股票也被低估了。它的交易价格远远没有达到其最高估值15.7倍的NTM EBITDA。因此,我们认为GOOGL的股票将在2022年继续处于领先地位。Meta PlatformsMeta Platforms (FB)在元数据领域的机会自其10月份改名以来一直被讨论。可以说,由于其高利润的商业模式,FB将是未来十年最重要的元气股之一。它将继续为自己的雄心壮志和资本支出投资提供动力,很少有人能够也愿意与之匹敌。尽管面临着来自苹果新的应用程序跟踪透明框架的阻力,但它一直在努力克服这些阻力。此外,广告商继续涌向Instagram,因为其月度活跃用户(MAU)最近超过了2B。鉴于其交易价格仅为13.7倍的EBITDA,根据我们的公平价值估计,FB的价值也被低估了。特斯拉首席执行官埃隆-马斯克(Elon Musk & Co.)又度过了值得庆祝的一年。特斯拉(TSLA)股价在2021年结束时取得了令人印象深刻的49.8%的收益,这是继2020年696%的惊人回报之后的又一次。鉴于该股的EV/NTM EBITDA为69.6倍,该股当然不便宜。尽管如此,当特斯拉在电动车市场上发挥其领导力时,其估值从未真正阻碍其发展。其年化运行率在2021年超过了100万辆,估计在2022年将超过200万辆(根据Wedbush)。此外,根据共识估计,其2022年的交付量也有望达到130万至140万。随着Giga Berlin的上线和Giga Austin的加入,特斯拉现在可以将Giga Shanghai的70万辆运行率集中在中国的需求上。新工厂的初期运行可能会影响特斯拉的汽车毛利率。然而,我们认为,特斯拉已经通过其软件工程专长和令人印象深刻的平台再利用证明了其电动车制造能力。如果有一只股票能够在2022年将电动车的领导地位提升到新的高度,我们相信TSLA股票将继续藐视怀疑者。英伟达英伟达(NVDA)在2021年一直是其半导体同行中表现最好的股票之一。但是,如今称其为半导体股票似乎低估了该公司潜力的巨大规模。我们认为,该公司已经将自己转变为世界领先的全栈人工智能技术公司之一。加上其在硬件方面的加速计算领导地位,该公司已经开发了一个领先的软件引擎,供创作者在元宇宙中构建他们的虚拟世界。鉴于其事业的惊人规模,我们相信NVDA未来有一条漫长而清晰的跑道。再加上其无可争议的领导地位,我们对其股票看起来昂贵的58倍NTM EBITDA(3年平均43.9倍)并不惊讶。然而,我们不认为它的价值被严重高估,正如一些熊市所哀叹的那样。我们相信英伟达的软件收入流仍处于早期阶段。蔚来蔚来(NIO)是中国领先的纯电动汽车(NEV)企业之一。与小鹏(XPEV)和理想汽车(LI)一起,这个三人组在中国被亲切地称为\"蔚小理\",代表着\"NIO-XPeng-Li Auto\"。该公司的车辆主要是为了取代中国的\"BBA 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22:51","market":"us","language":"zh","title":"水滴登陆纽交所,首日开盘破发下跌14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121973297","media":" 腾讯美股","summary":"5月7日,中国网络保险科技公司$水滴$ 登陆纽交所,首日开盘破发下跌14%。此次IPO发行价12美元,发行市值达47.3亿美元。水滴公司位于中国北京,面向中国消费者提供独立的第三方保险销售平台,以及相关的医疗众筹平台。这就意味着,从2017年到2022年的五年当中,该市场的复合年均增长率高达16.1%。截至2020年12月31日,水滴持有现金1.628亿美元,负债2.337亿美元。","content":"<p>5月7日,中国网络保险科技公司<a href=\"https://laohu8.com/S/WDH\">水滴</a> 登陆纽交所,首日开盘破发下跌14%。此次IPO发行价12美元,发行市值达47.3亿美元(约303亿人民币)。</p><p><img src=\"https://static.tigerbbs.com/fe94c95ef663443a584b5ada72e8133f\" tg-width=\"844\" tg-height=\"670\" referrerpolicy=\"no-referrer\"></p><p><b>关于<a href=\"https://laohu8.com/S/WDH\">水滴</a></b></p><p>水滴公司位于中国北京,面向中国消费者提供独立的第三方保险销售平台,以及相关的医疗众筹平台。公司的主要业务分为三部分,即保险市场、医疗众筹和互助。</p><p>管理层以创始人、董事长、首席执行官沈鹏为首,他此前曾经是美团外卖的创始团队成员之一。</p><p>水滴通过线上社交网络获取用户,许多人都是最早通过水滴的医疗众筹平台水滴筹了解到该公司的。截至2020年年底,水滴平台已经聚集了62家保险公司,后者在这里提供超过200种不同的健康和人寿保险产品。</p><p>根据Insurance Business Asia去年的一份市场研究报告,中国健康保险市场的规模2017年估计就已经达到了647亿美元,而到2022年,预计将达到1366亿美元的规模。这就意味着,从2017年到2022年的五年当中,该市场的复合年均增长率高达16.1%。</p><p>市场预期增长的主要推动力是来自人口结构的持续变化——生育率降低,老龄人口增多,这就将给整个国家的医疗系统造成压力。与此同时,私营部门的保险公司还在不断开发新的产品,尤其是针对癌症和心脑血管疾病等大病的产品。未来的日子里,保险行业还将继续聚焦于零售消费者的情况。</p><p>目前,这一领域当中的主要玩家,以及来自其他领域的跨界大玩家包括各大保险公司代理机构,银行保险业,直销玩家,线上第三方经纪商和代理如蚂蚁、微保等,线下经纪商和代理如泛华、永达、大同等,众筹平台如轻松等。</p><p><b>财务表现</b></p><p>水滴近期的财务表现可以大致概括为:营收增长强势,运营亏损和净亏损增大,运营所需现金增多。</p><p>2020年,水滴实现净营收4.6亿美元,较之2019年的2.2亿美元增长111.9%,翻了一番还多。然而与此同时,公司运营亏损从2819万美元增至7605万美元,净亏损从6643万美元增至1.7亿美元,运营所需现金从7723万美元增至1.2亿美元。</p><p>截至2020年12月31日,水滴持有现金1.628亿美元,负债2.337亿美元。截至2020年12月31日的十二个月当中,水滴自由现金流为-1.232亿美元。</p><p><b>IPO细节</b></p><p>水滴计划以“WDH”的代码在纽约证交所挂牌,不计承销商“绿鞋期权”,将发行代表公司3亿股A类普通股票的3000万股美国存托股票(ADS),根据最新的12美元定价,IPO交易总规模将达到3.6亿美元。</p><p>A类股票每股对应1票表决权,而B类股票全部掌握在创始人沈鹏关联的Neptune Max Holding手中,每股对应9票表决权。标准普尔500指数已经不再接纳类似采用多重股权架构的企业股票为成份股。</p><p>招股书显示,上市前,水滴已经从Neptune Max Holdings、意像架构投资、博裕资本、高榕资本、瑞士再保险等方获得了至少7.41亿美元投资。</p><p>一些基石投资者已经表示有意以发行价格购入2.1亿美元的股票,这是一个额外的利好。</p><p>若IPO交易顺利完成,则水滴相应的企业价值将达到大约44亿美元,公司排名前五的大股东届时将分别为,Neptune Max Holdings持股24.4%,意像架构投资持股20.4%,博裕资本关联投资基金持股11.0%,高榕资本关联投资基金持股6.0%,瑞士再保险投资(亚洲)持股5.2%。</p><p>不计“绿鞋期权”、定向增发或者限制股等,水滴公开流通股票数量将相当于公司发行在外股票总数的大约7.61%。</p><p>管理层表示,他们计划将IPO净收益投入下列用途:大约50%用于医疗服务和保险业务的强化和扩展;大约30%用于研发;余下用于一般性企业用途,可能包括运营资本需求,对医疗服务和保险领域的战略投资或收购等。</p><p><b>研究分析</b></p><p>水滴希望从美国公开市场获得资本的支持,来帮助他们扩张既有业务,以及补充资金,来应对持续的运营亏损。</p><p>从财务数据方面看,水滴的营收增长势头非常强劲,2020年较之2019年翻了一番有余,但是与此同时,公司的运营亏损和净亏损也大幅度抬头。运营所需现金规模2020年达到了1.19亿美元,大幅超过2019年。</p><p>在线上为中国消费者提供医疗保险服务,这个市场无疑是非常巨大的,而且未来若干年中,市场还将继续高速增长。新冠病毒疫情很可能已经大幅加快了这个市场的发展速度,乃至于扩大了其发展潜力,未来的时间当中,预计中国消费者还将越来越有兴趣获得更多的保险信息,获得更多的不同产品选项。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>(亚洲)是本次IPO的领衔承销商,在过去十二个月时间内,该公司承销的IPO,股票平均表现为-24.1%。同期之内,这样的表现在主流机构当中无疑是垫底的。</p><p>就估值而言,纽约大学斯特恩商学院编制的一个上市<a href=\"https://laohu8.com/S/III\">信息服务</a>公司股票篮子,其整体市销率2021年1月间为10.54,与此相比,水滴的定价还是比较合理的。</p><p>此外,不单单是2020年营收增长超过100%,历史角度看,水滴的营收增长曲线也是很陡峭的。</p><p>虽然水滴的亏损多少令人担心,但是从成长轨迹上看,该公司确实高度类似于那些纯粹的科技公司,而且各种迹象都显示,对他们服务的需求是颇为强劲的。</p><p>相对于增长速度,这一IPO的定价并没有过高的嫌疑,如果有投资者对中国持续成长的健康保险市场有兴趣,这一IPO还是值得考虑的。</p>","source":"txmg","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>水滴登陆纽交所,首日开盘破发下跌14%</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水滴登陆纽交所,首日开盘破发下跌14%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 22:51 北京时间 <a href=https://mp.weixin.qq.com/s/Rf28pv_MVMkB8iW_yVn3dQ><strong> 腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月7日,中国网络保险科技公司水滴 登陆纽交所,首日开盘破发下跌14%。此次IPO发行价12美元,发行市值达47.3亿美元(约303亿人民币)。关于水滴水滴公司位于中国北京,面向中国消费者提供独立的第三方保险销售平台,以及相关的医疗众筹平台。公司的主要业务分为三部分,即保险市场、医疗众筹和互助。管理层以创始人、董事长、首席执行官沈鹏为首,他此前曾经是美团外卖的创始团队成员之一。水滴通过线上社交网络...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Rf28pv_MVMkB8iW_yVn3dQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cbc05c4803f7ab1867fc8db397cbc00d","relate_stocks":{"WDH":"水滴"},"source_url":"https://mp.weixin.qq.com/s/Rf28pv_MVMkB8iW_yVn3dQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121973297","content_text":"5月7日,中国网络保险科技公司水滴 登陆纽交所,首日开盘破发下跌14%。此次IPO发行价12美元,发行市值达47.3亿美元(约303亿人民币)。关于水滴水滴公司位于中国北京,面向中国消费者提供独立的第三方保险销售平台,以及相关的医疗众筹平台。公司的主要业务分为三部分,即保险市场、医疗众筹和互助。管理层以创始人、董事长、首席执行官沈鹏为首,他此前曾经是美团外卖的创始团队成员之一。水滴通过线上社交网络获取用户,许多人都是最早通过水滴的医疗众筹平台水滴筹了解到该公司的。截至2020年年底,水滴平台已经聚集了62家保险公司,后者在这里提供超过200种不同的健康和人寿保险产品。根据Insurance Business Asia去年的一份市场研究报告,中国健康保险市场的规模2017年估计就已经达到了647亿美元,而到2022年,预计将达到1366亿美元的规模。这就意味着,从2017年到2022年的五年当中,该市场的复合年均增长率高达16.1%。市场预期增长的主要推动力是来自人口结构的持续变化——生育率降低,老龄人口增多,这就将给整个国家的医疗系统造成压力。与此同时,私营部门的保险公司还在不断开发新的产品,尤其是针对癌症和心脑血管疾病等大病的产品。未来的日子里,保险行业还将继续聚焦于零售消费者的情况。目前,这一领域当中的主要玩家,以及来自其他领域的跨界大玩家包括各大保险公司代理机构,银行保险业,直销玩家,线上第三方经纪商和代理如蚂蚁、微保等,线下经纪商和代理如泛华、永达、大同等,众筹平台如轻松等。财务表现水滴近期的财务表现可以大致概括为:营收增长强势,运营亏损和净亏损增大,运营所需现金增多。2020年,水滴实现净营收4.6亿美元,较之2019年的2.2亿美元增长111.9%,翻了一番还多。然而与此同时,公司运营亏损从2819万美元增至7605万美元,净亏损从6643万美元增至1.7亿美元,运营所需现金从7723万美元增至1.2亿美元。截至2020年12月31日,水滴持有现金1.628亿美元,负债2.337亿美元。截至2020年12月31日的十二个月当中,水滴自由现金流为-1.232亿美元。IPO细节水滴计划以“WDH”的代码在纽约证交所挂牌,不计承销商“绿鞋期权”,将发行代表公司3亿股A类普通股票的3000万股美国存托股票(ADS),根据最新的12美元定价,IPO交易总规模将达到3.6亿美元。A类股票每股对应1票表决权,而B类股票全部掌握在创始人沈鹏关联的Neptune Max Holding手中,每股对应9票表决权。标准普尔500指数已经不再接纳类似采用多重股权架构的企业股票为成份股。招股书显示,上市前,水滴已经从Neptune Max Holdings、意像架构投资、博裕资本、高榕资本、瑞士再保险等方获得了至少7.41亿美元投资。一些基石投资者已经表示有意以发行价格购入2.1亿美元的股票,这是一个额外的利好。若IPO交易顺利完成,则水滴相应的企业价值将达到大约44亿美元,公司排名前五的大股东届时将分别为,Neptune Max Holdings持股24.4%,意像架构投资持股20.4%,博裕资本关联投资基金持股11.0%,高榕资本关联投资基金持股6.0%,瑞士再保险投资(亚洲)持股5.2%。不计“绿鞋期权”、定向增发或者限制股等,水滴公开流通股票数量将相当于公司发行在外股票总数的大约7.61%。管理层表示,他们计划将IPO净收益投入下列用途:大约50%用于医疗服务和保险业务的强化和扩展;大约30%用于研发;余下用于一般性企业用途,可能包括运营资本需求,对医疗服务和保险领域的战略投资或收购等。研究分析水滴希望从美国公开市场获得资本的支持,来帮助他们扩张既有业务,以及补充资金,来应对持续的运营亏损。从财务数据方面看,水滴的营收增长势头非常强劲,2020年较之2019年翻了一番有余,但是与此同时,公司的运营亏损和净亏损也大幅度抬头。运营所需现金规模2020年达到了1.19亿美元,大幅超过2019年。在线上为中国消费者提供医疗保险服务,这个市场无疑是非常巨大的,而且未来若干年中,市场还将继续高速增长。新冠病毒疫情很可能已经大幅加快了这个市场的发展速度,乃至于扩大了其发展潜力,未来的时间当中,预计中国消费者还将越来越有兴趣获得更多的保险信息,获得更多的不同产品选项。高盛(亚洲)是本次IPO的领衔承销商,在过去十二个月时间内,该公司承销的IPO,股票平均表现为-24.1%。同期之内,这样的表现在主流机构当中无疑是垫底的。就估值而言,纽约大学斯特恩商学院编制的一个上市信息服务公司股票篮子,其整体市销率2021年1月间为10.54,与此相比,水滴的定价还是比较合理的。此外,不单单是2020年营收增长超过100%,历史角度看,水滴的营收增长曲线也是很陡峭的。虽然水滴的亏损多少令人担心,但是从成长轨迹上看,该公司确实高度类似于那些纯粹的科技公司,而且各种迹象都显示,对他们服务的需求是颇为强劲的。相对于增长速度,这一IPO的定价并没有过高的嫌疑,如果有投资者对中国持续成长的健康保险市场有兴趣,这一IPO还是值得考虑的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171915864,"gmtCreate":1626702262858,"gmtModify":1626702262858,"author":{"id":"3582092633382203","authorId":"3582092633382203","name":"志红强国","avatar":"https://static.tigerbbs.com/591137596ab24f0f5e0aaea1a38926d2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582092633382203","authorIdStr":"3582092633382203"},"themes":[],"htmlText":"<a 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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市场消息:李佳琦、薇娅所属公司均在计划进行IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-22 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据知情人士透露,中国“口红之王”李佳琦所属公司美One正在物色一名首席财务官,为可能的美国售股计划做准备。与此同时据另一位知情人士透露,薇娅的母公司谦寻集团(Qianxun)也在计划IPO。这两笔IPO有望揭开中国最大、最具活力的互联网竞技场之一的面纱。</p>\n<p>两家公司的审议都处于早期阶段,美One没有回应记者多次的置评请求,而谦寻拒绝置评。</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/079350e90b4d0a1dc22ccb584df23a8d","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113483599","content_text":"据知情人士透露,中国“口红之王”李佳琦所属公司美One正在物色一名首席财务官,为可能的美国售股计划做准备。与此同时据另一位知情人士透露,薇娅的母公司谦寻集团(Qianxun)也在计划IPO。这两笔IPO有望揭开中国最大、最具活力的互联网竞技场之一的面纱。\n两家公司的审议都处于早期阶段,美One没有回应记者多次的置评请求,而谦寻拒绝置评。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160892702,"gmtCreate":1623778113106,"gmtModify":1623778113106,"author":{"id":"3582092633382203","authorId":"3582092633382203","name":"志红强国","avatar":"https://static.tigerbbs.com/591137596ab24f0f5e0aaea1a38926d2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582092633382203","authorIdStr":"3582092633382203"},"themes":[],"htmlText":"<a 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