Ivan55的个人主页 - 老虎社区

Ivan55

Ivan55

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2021-04-30

Great

抱歉，原内容已删除

2021-05-16

还可以买吗？

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2021-05-25

[开心]

大摩：这是未来一年内全球市场的四大核心忧虑

2021-08-15

哇好

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2021-08-04

很难跌的啦

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2021-05-10

Wow

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2021-08-10

这次真的吃草

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2021-06-22

Great

抱歉，原内容已删除

2021-05-12

Wow

Beyond Meat Inc Says This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores

2021-05-11

Nice

Palantir stock pulls back despite Q1 revenue beat, upside sales guidance

2021-09-08

惨了

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2021-07-16

good

抱歉，原内容已删除

2021-05-20

能突破

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2021-05-14

Hoot e

对冲基金巨头们开会了，多位大佬透露独家投资秘密

2021-10-04

🈶️点难

抱歉，原内容已删除

2021-09-13

加油💪

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2021-09-10

定定

抱歉，原内容已删除

2021-08-13

没有办法

抱歉，原内容已删除

2021-08-11

定定了

抱歉，原内容已删除

2021-07-27

也对

中概教育股盘前反弹，好未来涨超8%

去老虎APP查看更多动态

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05:24","market":"hk","language":"zh","title":"外媒头条：拜登称基建法案可以等，刺激法案可以缩","url":"https://stock-news.laohu8.com/highlight/detail?id=2172396270","media":"新浪美股","summary":"　　美国总统乔·拜登周五调整了民主党对其经济法案的预期，其告诉议员们税收和一揽子支出计划的规模会更小，排除了两党基础设施法案很快获得通过的可能性。　　在与众议院民主党人举行的闭门会议上，拜登表示，参议院通过的5500亿美元新基础设施法案可能还需等待。此外，拜登对温和派也表示了支持，同意将一揽子计划的规模从3.5万亿美元下调。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、拜登：基建法案可以再等等 支出法案的规模可能下调</b>\n</blockquote>\n<blockquote>\n <b>2、</b> \n <b>美国众议长佩洛西将10月31日定为通过基建法案的最新目标期限</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>第三季度汽车交付量超24万 创历史新高</b>\n</blockquote>\n<blockquote>\n <b>4、</b> \n <b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>抗争欧盟50亿美元反垄断罚单：网友用我们是因为体验最好</b>\n</blockquote>\n<blockquote>\n <b>5、经济阴霾令加息前景存疑 BlueBay转为看跌英镑</b>\n</blockquote>\n<blockquote>\n <b>6、</b> \n <b>全球最大石油公司表示 欧佩克+将在未来几个月推动油价上涨</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/699c7a5b8fa2ea5079181d2e3050dc13\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>拜登：基建法案可以再等等 支出法案的规模可能下调</b></p>\n<p>美国总统乔·拜登周五调整了民主党对其经济法案的预期，其告诉议员们税收和一揽子支出计划的规模会更小，排除了两党基础设施法案很快获得通过的可能性。</p>\n<p>在与众议院民主党人举行的闭门会议上，拜登表示，参议院通过的5500亿美元新基础设施法案可能还需等待。</p>\n<p>拜登同意将基础设施法案与全面扩大社会项目和气候变化联系起来，这对于党内进步派是一个胜利。此外，拜登对温和派也表示了支持，同意将一揽子计划的规模从3.5万亿美元下调。</p>\n<p>民主党人对如何推进拜登的经济议程陷入僵局，温和派坚持认为，应该现在就批准已经在参议院通过的基建法案，而进步派威胁称，如果不同时推出更大规模的一揽子方案，那么就不能批准基建法案。<img src=\"https://static.tigerbbs.com/6f100ea84bd63ce04e21774b52478d2e\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><b>美国众议长佩洛西将10月31日定为通过基建法案的最新目标期限</b></p>\n<p>美国众议院议长南希·佩洛西将10月31日定为众议院民主党通过两党基建方案的目标日期。佩洛西称，之所以发放弃本周表决的计划是因为无法获得足够票数。</p>\n<p>对于规模5500亿美元的基建支出法案，佩洛西周六在给党团干部的信件中表示，“我们必须尽早通过基建法案，越快越好，把这个事情抓紧完成”。</p>\n<p>为其30天的联邦高速公路项目资金展期方案将在10月底到期。在佩洛西没有将一揽子基建法案付诸表决后，该临时措施在周五获得通过。<img src=\"https://static.tigerbbs.com/5c99d4e798efa018d6eefd07fdebc686\" tg-width=\"512\" tg-height=\"342\" referrerpolicy=\"no-referrer\"><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>第三季度汽车交付量超24万 创历史新高</b></p>\n<p>特斯拉第三季度全球汽车交付量达到创纪录的241，300辆，好于预期水平。</p>\n<p>季度交付量是特斯拉最受关注的指标之一。它们也被广泛视为消费者对电动汽车需求的晴雨表。</p>\n<p>特斯拉周六在声明中表示，“我们要感谢客户在我们应对全球供应链和物流挑战时给予的耐心”。</p>\n<p>特斯拉在报告中称，截至2021年9月30日期间，该公司生产了237，823辆汽车。其中，228，882辆是其Model 3和Y型汽车，它们是更实惠的中档产品。其余生产量达8，941辆Model S和X。上个季度，特斯拉交付了201，250辆汽车，生产了206，421辆汽车，即使其Model S和X汽车的产量低于2，500辆。<img src=\"https://static.tigerbbs.com/52252c4277c33e9c45e6d096267405da\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>抗争欧盟50亿美元反垄断罚单：网友用我们是因为体验最好</b></p>\n<p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技讯 北京时间10月3日早间消息，据报道，之前，欧盟委员会以“安卓操作系统存在垄断行为”为由，对美国谷歌公司开出创纪录的50亿美元罚款单。谷歌不服裁决提出上诉，而在近日的法庭听证会上，谷歌律师表示，全世界几十亿的网友使用谷歌的互联网服务，是因为服务体验最佳，而不是谷歌为保持市场竞争优势进行的一些合作交易。</p>\n<p>2018年，欧盟委员会对谷歌开出了43.4亿欧元（相当于50亿美元）的罚单。该机构指出，谷歌滥用安卓操作系统的竞争优势，打击对手，并且进一步巩固在通用网页搜索领域的领先地位。</p>\n<p>欧盟委员会指控谷歌进行了一系列不公平交易，其中包括要求第三方智能手机制造商预装谷歌搜索、谷歌Play软件商店，Chrome浏览器等软件，谷歌还达成协议，要求手机厂商停用安卓系统的（非谷歌官方）定制版本。</p>\n<p>谷歌对于欧盟委员会的裁决提出了司法上诉。日前在欧洲普通法院（欧盟内部第二大高等法院），谷歌律师梅利德斯·皮克福德（Meredith Pickford）对法官表示，每天，全世界几十亿互联网用户使用谷歌作为他们的主要搜索工具，这并不是谷歌滥用了主导地位，而是因为谷歌搜索是行业内最好的。<img src=\"https://static.tigerbbs.com/72a4340be35f736767dc6b2a7236b70e\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>经济阴霾令加息前景存疑 BlueBay转为看跌英镑</b></p>\n<p>英镑正在失宠，因为对英国经济的悲观情绪导致市场怀疑英国央行能否实现交易员所预期的加息。</p>\n<p>对明年收紧政策的预期升温，两年期英国国债收益率升至新冠疫情开始以来最高水平。尽管如此，BlueBay Asset Management LLP和野村国际本周转为对英镑看跌，<a href=\"https://laohu8.com/S/DB\">德意志银行</a>下调了年底预测。</p>\n<p>能源价格飞涨、通胀担忧以及休假计划的结束，都让央行的鹰派前景黯然失色。这足以促使BlueBay对英镑的立场从中性转为看空，Mark Dowding称。他在该公司管理着700亿美元的资产。</p>\n<p>“在公共事业费用和其他成本飙升的背景下，英国通胀率可能在新年升至6%，”Dowding说。他预计，如果高通胀和缓慢增长的现象根深蒂固，那么未来六个月英镑将下跌10%。“因此，英国央行可能手足无措。英国央行听起来鹰派，但如果增长令人失望，则可能需要改变立场。”<img src=\"https://static.tigerbbs.com/c71529e2a652060f1efe9e18078c0026\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"><b>全球最大石油公司表示 欧佩克+将在未来几个月推动油价上涨</b></p>\n<p>据维多集团称，欧佩克+的生产政策将是未来几个月影响油价的主要因素。</p>\n<p>这家全球最大的独立石油交易商表示，今年伊朗石油重返全球市场的可能性很小，而且美国页岩油生产商的投资不足以迅速提高产量。</p>\n<p>“定价控制权在很大程度上掌握在OPEC+手中，”维多集团亚洲区负责人迈克穆勒在周日的网络研讨会上表示。在美国，“如果你需要额外的石油，钻井数量根本无法充分供应。”</p>\n<p>随着布伦特原油上周自2018年以来首次攀升至每桶80美元以上，一些交易员呼吁欧佩克+宣布更快的产量增长计划。</p>\n<p>欧佩克+正在逐步放松自去年新冠疫情席卷能源市场以来开始的减产。他们此前曾表示，将在2022年中期之前每月将日产量提高40万桶。</p>\n<p>欧洲天然气短缺加剧了石油市场的紧张局面，企业被迫改用原油生产电力。</p>\n<p>迈克穆勒说，一些欧佩克+成员国给人的印象是，他们并不担心油价超过80美元可能会抑制需求。</p>","source":"sina_us","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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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：拜登称基建法案可以等，刺激法案可以缩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 05:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-10-04/doc-iktzqtyt9570075.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、拜登：基建法案可以再等等 支出法案的规模可能下调\n\n\n2、\n美国众议长佩洛西将10月31日定为通过基建法案的最新目标期限\n\n\n3、特斯拉第三季度汽车交付量超24万 创历史新高\n\n\n4、\n谷歌抗争欧盟50亿美元反垄断罚单：网友用我们是因为体验最好\n\n\n5、经济阴霾令加息前景存疑 BlueBay转为看跌英镑\n\n\n6、\n全球最大石油公司表示 欧佩克+...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-10-04/doc-iktzqtyt9570075.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/699c7a5b8fa2ea5079181d2e3050dc13","relate_stocks":{"SCO":"二倍做空彭博原油指数ETF",".DJI":"道琼斯","GOOG":"谷歌","FXB":"英镑ETF-CurrencyShares",".IXIC":"NASDAQ Composite","GOOGL":"谷歌A","UCO":"二倍做多彭博原油ETF",".SPX":"S&P 500 Index","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-10-04/doc-iktzqtyt9570075.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172396270","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、拜登：基建法案可以再等等 支出法案的规模可能下调\n\n\n2、\n美国众议长佩洛西将10月31日定为通过基建法案的最新目标期限\n\n\n3、特斯拉第三季度汽车交付量超24万 创历史新高\n\n\n4、\n谷歌抗争欧盟50亿美元反垄断罚单：网友用我们是因为体验最好\n\n\n5、经济阴霾令加息前景存疑 BlueBay转为看跌英镑\n\n\n6、\n全球最大石油公司表示 欧佩克+将在未来几个月推动油价上涨\n\n拜登：基建法案可以再等等 支出法案的规模可能下调\n美国总统乔·拜登周五调整了民主党对其经济法案的预期，其告诉议员们税收和一揽子支出计划的规模会更小，排除了两党基础设施法案很快获得通过的可能性。\n在与众议院民主党人举行的闭门会议上，拜登表示，参议院通过的5500亿美元新基础设施法案可能还需等待。\n拜登同意将基础设施法案与全面扩大社会项目和气候变化联系起来，这对于党内进步派是一个胜利。此外，拜登对温和派也表示了支持，同意将一揽子计划的规模从3.5万亿美元下调。\n民主党人对如何推进拜登的经济议程陷入僵局，温和派坚持认为，应该现在就批准已经在参议院通过的基建法案，而进步派威胁称，如果不同时推出更大规模的一揽子方案，那么就不能批准基建法案。美国众议长佩洛西将10月31日定为通过基建法案的最新目标期限\n美国众议院议长南希·佩洛西将10月31日定为众议院民主党通过两党基建方案的目标日期。佩洛西称，之所以发放弃本周表决的计划是因为无法获得足够票数。\n对于规模5500亿美元的基建支出法案，佩洛西周六在给党团干部的信件中表示，“我们必须尽早通过基建法案，越快越好，把这个事情抓紧完成”。\n为其30天的联邦高速公路项目资金展期方案将在10月底到期。在佩洛西没有将一揽子基建法案付诸表决后，该临时措施在周五获得通过。特斯拉第三季度汽车交付量超24万 创历史新高\n特斯拉第三季度全球汽车交付量达到创纪录的241，300辆，好于预期水平。\n季度交付量是特斯拉最受关注的指标之一。它们也被广泛视为消费者对电动汽车需求的晴雨表。\n特斯拉周六在声明中表示，“我们要感谢客户在我们应对全球供应链和物流挑战时给予的耐心”。\n特斯拉在报告中称，截至2021年9月30日期间，该公司生产了237，823辆汽车。其中，228，882辆是其Model 3和Y型汽车，它们是更实惠的中档产品。其余生产量达8，941辆Model S和X。上个季度，特斯拉交付了201，250辆汽车，生产了206，421辆汽车，即使其Model S和X汽车的产量低于2，500辆。谷歌抗争欧盟50亿美元反垄断罚单：网友用我们是因为体验最好\n新浪科技讯 北京时间10月3日早间消息，据报道，之前，欧盟委员会以“安卓操作系统存在垄断行为”为由，对美国谷歌公司开出创纪录的50亿美元罚款单。谷歌不服裁决提出上诉，而在近日的法庭听证会上，谷歌律师表示，全世界几十亿的网友使用谷歌的互联网服务，是因为服务体验最佳，而不是谷歌为保持市场竞争优势进行的一些合作交易。\n2018年，欧盟委员会对谷歌开出了43.4亿欧元（相当于50亿美元）的罚单。该机构指出，谷歌滥用安卓操作系统的竞争优势，打击对手，并且进一步巩固在通用网页搜索领域的领先地位。\n欧盟委员会指控谷歌进行了一系列不公平交易，其中包括要求第三方智能手机制造商预装谷歌搜索、谷歌Play软件商店，Chrome浏览器等软件，谷歌还达成协议，要求手机厂商停用安卓系统的（非谷歌官方）定制版本。\n谷歌对于欧盟委员会的裁决提出了司法上诉。日前在欧洲普通法院（欧盟内部第二大高等法院），谷歌律师梅利德斯·皮克福德（Meredith Pickford）对法官表示，每天，全世界几十亿互联网用户使用谷歌作为他们的主要搜索工具，这并不是谷歌滥用了主导地位，而是因为谷歌搜索是行业内最好的。经济阴霾令加息前景存疑 BlueBay转为看跌英镑\n英镑正在失宠，因为对英国经济的悲观情绪导致市场怀疑英国央行能否实现交易员所预期的加息。\n对明年收紧政策的预期升温，两年期英国国债收益率升至新冠疫情开始以来最高水平。尽管如此，BlueBay Asset Management LLP和野村国际本周转为对英镑看跌，德意志银行下调了年底预测。\n能源价格飞涨、通胀担忧以及休假计划的结束，都让央行的鹰派前景黯然失色。这足以促使BlueBay对英镑的立场从中性转为看空，Mark Dowding称。他在该公司管理着700亿美元的资产。\n“在公共事业费用和其他成本飙升的背景下，英国通胀率可能在新年升至6%，”Dowding说。他预计，如果高通胀和缓慢增长的现象根深蒂固，那么未来六个月英镑将下跌10%。“因此，英国央行可能手足无措。英国央行听起来鹰派，但如果增长令人失望，则可能需要改变立场。”全球最大石油公司表示 欧佩克+将在未来几个月推动油价上涨\n据维多集团称，欧佩克+的生产政策将是未来几个月影响油价的主要因素。\n这家全球最大的独立石油交易商表示，今年伊朗石油重返全球市场的可能性很小，而且美国页岩油生产商的投资不足以迅速提高产量。\n“定价控制权在很大程度上掌握在OPEC+手中，”维多集团亚洲区负责人迈克穆勒在周日的网络研讨会上表示。在美国，“如果你需要额外的石油，钻井数量根本无法充分供应。”\n随着布伦特原油上周自2018年以来首次攀升至每桶80美元以上，一些交易员呼吁欧佩克+宣布更快的产量增长计划。\n欧佩克+正在逐步放松自去年新冠疫情席卷能源市场以来开始的减产。他们此前曾表示，将在2022年中期之前每月将日产量提高40万桶。\n欧洲天然气短缺加剧了石油市场的紧张局面，企业被迫改用原油生产电力。\n迈克穆勒说，一些欧佩克+成员国给人的印象是，他们并不担心油价超过80美元可能会抑制需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888473890,"gmtCreate":1631523566410,"gmtModify":1632807835954,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"加油💪","listText":"加油💪","text":"加油💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888473890","repostId":"1122725675","repostType":4,"repost":{"id":"1122725675","pubTimestamp":1631523392,"share":"https://www.laohu8.com/m/news/1122725675?lang=&edition=full","pubTime":"2021-09-13 16:56","market":"hk","language":"zh","title":"芯片荒下，汽车公司和半导体公司“抱团取暖”","url":"https://stock-news.laohu8.com/highlight/detail?id=1122725675","media":"华尔街见闻","summary":"芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。\n在芯片短缺及汽车数字化进程加速的推动下","content":"<p>芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。</p>\n<p>在芯片短缺及汽车数字化进程加速的推动下，半导体公司与汽车行业之间的合作正在进入快车道。</p>\n<p>上周<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等芯片公司的高管纷纷涌入慕尼黑参加年度汽车展，将这一转变烘托得淋漓尽致。</p>\n<p>芯片短缺危机爆发一年多以来，车企和芯片制造商的高管们一直在建立更紧密的联系以解决短缺问题，并共同推出新产品。</p>\n<p><b>芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。</b></p>\n<p>据华尔街日报报道，英特尔首席执行官Pat Gelsinger上周二在慕尼黑车展中告诉汽车行业官员，汽车行业对芯片的需求使其成为半导体公司更重要的客户群。他说，到2030年，用于制造高端汽车材料成本的五分之一将是半导体，高于2019年的4%。</p>\n<p>“我们需要你们，你们也需要我们，”Gelsinger在活动上说。“这是一个共生的未来，我们正在致力于创新和加大供应，因为汽车变成了带轮胎的电脑。”</p>\n<p>车企与芯企“抱团取暖”</p>\n<p>近年来，尽管汽车开始使用更多芯片，但汽车和芯片制造商之间的关系往往仍然是间接的，汽车制造商主要依靠通过零部件供应商购买汽车所需的芯片。</p>\n<p><b>这种脱节是汽车行业最近几个月出现芯片危机的原因之一，而现在这些关系正在被重构。</b></p>\n<p>戴姆勒首席执行官Ola Källenius上周对《华尔街日报》表示，该公司目前正与芯片制造商直接接触，以监控供应情况。由于芯片短缺，这家德国车企的豪华车业务梅赛德斯-奔驰不得不在芯片分配方面做出取舍，比如推迟一些车型的生产，将芯片优先用于利润最高的车型。</p>\n<p>高通首席执行官克里斯蒂亚诺·阿蒙(Cristiano Amon)上周三在慕尼黑车展中表示，5G通信网络的部署将有助于实现新的汽车功能，包括自动驾驶。他说，“汽车公司都应该被视为科技公司和科技行业的一部分。这意味着汽车制造商需要与科技公司建立直接联系。”</p>\n<p>高通在本周早些时候表示，该公司的芯片将用于<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>新款电动汽车的信息娱乐系统。今年1月，高通同意扩大与<a href=\"https://laohu8.com/S/GM\">通用汽车</a>在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶舱和驾驶员辅助功能方面的合作，此外，高通上个月开始计划以46亿美元收购瑞典汽车技术公司Veoneer。</p>\n<p>英特尔则在慕尼黑车展上表示，将利用一年前斥资约9亿美元收购的Moovit移动应用程序，并利用<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>的自动驾驶技术，启动一项<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车服务。Mobileye四年前斥资约150亿美元投资汽车行业，其为宝马和<a href=\"https://laohu8.com/S/F\">福特汽车</a>等知名汽车制造商的驾驶辅助功能提供技术。</p>\n<p>如今，汽车业与科技行业之间的界限变得越来越模糊。福特上周表示，已聘请曾在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>担任高管的道格•菲尔德(Doug Field)担任公司首席先进技术和嵌入式系统官，直接向首席执行官吉姆法利(Jim Farley)汇报工作。</p>\n<p>特斯拉上个月表示，它正在自主研发一台超级计算机来运行对车辆行车数据的计算，以训练车辆的自动驾驶软件，推进智能驾驶技术的进步。</p>\n<p>芯片和汽车行业的相互依赖只会加速</p>\n<p>分析人士预计，芯片和汽车行业的相互依赖只会加速。根据IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> 数据，2020 年全球汽车半导体市场规模为380亿美元，预计到2026 年达到676 亿美元，CAGR（复合年均增长率）为10.07%。</p>\n<p>IHS汽车分析师菲尔·阿姆斯鲁德(Phil Amsrud)表示，当前已有的半导体市场已经较为成熟，但汽车行业为芯片制造商提供了相当大的扩张机会。他说，新款手机的销售在很大程度上依赖于人们更换旧设备（已趋于饱和），而用于汽车的芯片数量和技术都在增加。</p>\n<p>英伟达也在押注汽车将成为芯片需求的增长中心。英伟达负责汽车业务的副总裁丹尼•夏皮罗(Danny Shapiro)最近说，该公司在未来六年内的汽车业务规模将达到80亿美元。</p>\n<p>国内车企也是如此，<b>自芯片危机发生以来，多家国内车厂采用了与国外半导体企业合作的模式</b>，例如：北汽与Imagination合资成立了北京核芯达科技；吉利控股亿咖通科技与Arm中国成立了湖北芯擎科技；上汽与<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>合资组建上汽英飞凌汽车功率半导体（上海）有限公司等。</p>\n<p>中国作为汽车生产大国以及新能源汽车推进最快的国家，对汽车半导体需求体量巨大，但由于国内半导体产业发展水平稍微落后，汽车芯片大部分依赖外购，当汽车半导体发生产能不足危机时，国内车企首当其冲。</p>\n<p><a href=\"https://laohu8.com/S/000750\">国海证券</a>在上周发布的研报中写道：</p>\n<blockquote>\n 在原有的供应链体系下汽车芯片验证和导入周期长达2-3 年，当前汽车缺芯愈发严重，致使多家车企绕过Tier1 企业（博世、大陆等）直接与半导体企业沟通排产，推动国内半导体企业车规产品供应链验证与导入全面提速。\n</blockquote>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片荒下，汽车公司和半导体公司“抱团取暖”</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芯片荒下，汽车公司和半导体公司“抱团取暖”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 16:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3640270><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。\n在芯片短缺及汽车数字化进程加速的推动下，半导体公司与汽车行业之间的合作正在进入快车道。\n上周英特尔、高通和英伟达等芯片公司的高管纷纷涌入慕尼黑参加年度汽车展，将这一转变烘托得淋漓尽致。\n芯片短缺危机爆发一年多以来，车企和芯片制造商的高管们...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3640270\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"INTC":"英特尔","QCOM":"高通","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3640270","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1122725675","content_text":"芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。\n在芯片短缺及汽车数字化进程加速的推动下，半导体公司与汽车行业之间的合作正在进入快车道。\n上周英特尔、高通和英伟达等芯片公司的高管纷纷涌入慕尼黑参加年度汽车展，将这一转变烘托得淋漓尽致。\n芯片短缺危机爆发一年多以来，车企和芯片制造商的高管们一直在建立更紧密的联系以解决短缺问题，并共同推出新产品。\n芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。\n据华尔街日报报道，英特尔首席执行官Pat Gelsinger上周二在慕尼黑车展中告诉汽车行业官员，汽车行业对芯片的需求使其成为半导体公司更重要的客户群。他说，到2030年，用于制造高端汽车材料成本的五分之一将是半导体，高于2019年的4%。\n“我们需要你们，你们也需要我们，”Gelsinger在活动上说。“这是一个共生的未来，我们正在致力于创新和加大供应，因为汽车变成了带轮胎的电脑。”\n车企与芯企“抱团取暖”\n近年来，尽管汽车开始使用更多芯片，但汽车和芯片制造商之间的关系往往仍然是间接的，汽车制造商主要依靠通过零部件供应商购买汽车所需的芯片。\n这种脱节是汽车行业最近几个月出现芯片危机的原因之一，而现在这些关系正在被重构。\n戴姆勒首席执行官Ola Källenius上周对《华尔街日报》表示，该公司目前正与芯片制造商直接接触，以监控供应情况。由于芯片短缺，这家德国车企的豪华车业务梅赛德斯-奔驰不得不在芯片分配方面做出取舍，比如推迟一些车型的生产，将芯片优先用于利润最高的车型。\n高通首席执行官克里斯蒂亚诺·阿蒙(Cristiano Amon)上周三在慕尼黑车展中表示，5G通信网络的部署将有助于实现新的汽车功能，包括自动驾驶。他说，“汽车公司都应该被视为科技公司和科技行业的一部分。这意味着汽车制造商需要与科技公司建立直接联系。”\n高通在本周早些时候表示，该公司的芯片将用于雷诺新款电动汽车的信息娱乐系统。今年1月，高通同意扩大与通用汽车在智能驾驶舱和驾驶员辅助功能方面的合作，此外，高通上个月开始计划以46亿美元收购瑞典汽车技术公司Veoneer。\n英特尔则在慕尼黑车展上表示，将利用一年前斥资约9亿美元收购的Moovit移动应用程序，并利用Mobileye的自动驾驶技术，启动一项机器人出租车服务。Mobileye四年前斥资约150亿美元投资汽车行业，其为宝马和福特汽车等知名汽车制造商的驾驶辅助功能提供技术。\n如今，汽车业与科技行业之间的界限变得越来越模糊。福特上周表示，已聘请曾在苹果和特斯拉担任高管的道格•菲尔德(Doug Field)担任公司首席先进技术和嵌入式系统官，直接向首席执行官吉姆法利(Jim Farley)汇报工作。\n特斯拉上个月表示，它正在自主研发一台超级计算机来运行对车辆行车数据的计算，以训练车辆的自动驾驶软件，推进智能驾驶技术的进步。\n芯片和汽车行业的相互依赖只会加速\n分析人士预计，芯片和汽车行业的相互依赖只会加速。根据IHS Markit 数据，2020 年全球汽车半导体市场规模为380亿美元，预计到2026 年达到676 亿美元，CAGR（复合年均增长率）为10.07%。\nIHS汽车分析师菲尔·阿姆斯鲁德(Phil Amsrud)表示，当前已有的半导体市场已经较为成熟，但汽车行业为芯片制造商提供了相当大的扩张机会。他说，新款手机的销售在很大程度上依赖于人们更换旧设备（已趋于饱和），而用于汽车的芯片数量和技术都在增加。\n英伟达也在押注汽车将成为芯片需求的增长中心。英伟达负责汽车业务的副总裁丹尼•夏皮罗(Danny Shapiro)最近说，该公司在未来六年内的汽车业务规模将达到80亿美元。\n国内车企也是如此，自芯片危机发生以来，多家国内车厂采用了与国外半导体企业合作的模式，例如：北汽与Imagination合资成立了北京核芯达科技；吉利控股亿咖通科技与Arm中国成立了湖北芯擎科技；上汽与英飞凌合资组建上汽英飞凌汽车功率半导体（上海）有限公司等。\n中国作为汽车生产大国以及新能源汽车推进最快的国家，对汽车半导体需求体量巨大，但由于国内半导体产业发展水平稍微落后，汽车芯片大部分依赖外购，当汽车半导体发生产能不足危机时，国内车企首当其冲。\n国海证券在上周发布的研报中写道：\n\n 在原有的供应链体系下汽车芯片验证和导入周期长达2-3 年，当前汽车缺芯愈发严重，致使多家车企绕过Tier1 企业（博世、大陆等）直接与半导体企业沟通排产，推动国内半导体企业车规产品供应链验证与导入全面提速。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883444964,"gmtCreate":1631267512658,"gmtModify":1632883542276,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"定定","listText":"定定","text":"定定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883444964","repostId":"2166232159","repostType":2,"isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880866851,"gmtCreate":1631033257173,"gmtModify":1632904436391,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"惨了","listText":"惨了","text":"惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880866851","repostId":"1134018232","repostType":4,"repost":{"id":"1134018232","pubTimestamp":1631012241,"share":"https://www.laohu8.com/m/news/1134018232?lang=&edition=full","pubTime":"2021-09-07 18:57","market":"us","language":"zh","title":"虎牙、欢聚集团旗下多款陪玩App被无限期下架","url":"https://stock-news.laohu8.com/highlight/detail?id=1134018232","media":"新京报贝壳财经","summary":"多位接近应用商店的人士确认了上述消息。","content":"<div>\n<p>9月7日，新京报贝壳财经从多个独立信源处获悉，即日起，欢聚集团旗下Hello语音、虎牙旗下小鹿陪玩、比心、咪呀、可可西里、一派陪玩、比伴陪玩被无限期下架。“消息属实，已经在执行了”，多位接近应用商店的人士确认了上述消息。\n贝壳财经记者测试发下，截至发稿，在华为应用商店测试中，上述7款应用均已无法下载；在小米应用商店中，上述7款应用均搜索不到；在vivo 应用商店中，比心目前无法下载，其他6款目前...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-09-07/doc-iktzqtyt4619684.shtml\">Web Link</a>\n\n</div>\n","source":"lsy1596160878356","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>虎牙、欢聚集团旗下多款陪玩App被无限期下架</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虎牙、欢聚集团旗下多款陪玩App被无限期下架\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 18:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-09-07/doc-iktzqtyt4619684.shtml><strong>新京报贝壳财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月7日，新京报贝壳财经从多个独立信源处获悉，即日起，欢聚集团旗下Hello语音、虎牙旗下小鹿陪玩、比心、咪呀、可可西里、一派陪玩、比伴陪玩被无限期下架。“消息属实，已经在执行了”，多位接近应用商店的人士确认了上述消息。\n贝壳财经记者测试发下，截至发稿，在华为应用商店测试中，上述7款应用均已无法下载；在小米应用商店中，上述7款应用均搜索不到；在vivo 应用商店中，比心目前无法下载，其他6款目前...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-09-07/doc-iktzqtyt4619684.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ecdb2736d191614a37fc5df826ebfb30","relate_stocks":{"HUYA":"虎牙","YY":"欢聚集团"},"source_url":"https://finance.sina.com.cn/tech/2021-09-07/doc-iktzqtyt4619684.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134018232","content_text":"9月7日，新京报贝壳财经从多个独立信源处获悉，即日起，欢聚集团旗下Hello语音、虎牙旗下小鹿陪玩、比心、咪呀、可可西里、一派陪玩、比伴陪玩被无限期下架。“消息属实，已经在执行了”，多位接近应用商店的人士确认了上述消息。\n贝壳财经记者测试发下，截至发稿，在华为应用商店测试中，上述7款应用均已无法下载；在小米应用商店中，上述7款应用均搜索不到；在vivo 应用商店中，比心目前无法下载，其他6款目前可以下载；在苹果应用商店中，一派陪玩、比伴陪玩已无法下载，其他目前可以下载。","news_type":1},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880866140,"gmtCreate":1631033225580,"gmtModify":1632904436515,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"📉跌","listText":"📉跌","text":"📉跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880866140","repostId":"2165354950","repostType":2,"repost":{"id":"2165354950","pubTimestamp":1631026460,"share":"https://www.laohu8.com/m/news/2165354950?lang=&edition=full","pubTime":"2021-09-07 22:54","market":"hk","language":"zh","title":"美股区块链板块走低 比特币跌破50000美元/枚","url":"https://stock-news.laohu8.com/highlight/detail?id=2165354950","media":"格隆汇","summary":"格隆汇9月7日丨美股区块链板块走低，Bit Digital(BTBT.US)跌超8%，比特矿业(BTCM.US)跌超6%，Marathon Patent(MARA.US)跌近6%，Riot Blockchain(RIOT.US)跌超5%。比特币跌破50000美元/枚，日内跌超5%；以太坊日内大跌10%，报3530美元/枚，创9月1日以来新低。","content":"<html><body><p>格隆汇9月7日丨美股区块链板块走低，Bit Digital(BTBT.US)跌超8%，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>(BTCM.US)跌超6%，Marathon Patent(MARA.US)跌近6%，Riot Blockchain(RIOT.US)跌超5%。比特币跌破50000美元/枚，日内跌超5%；以太坊日内大跌10%，报3530美元/枚，创9月1日以来新低。</p></body></html>","source":"stock_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股区块链板块走低 比特币跌破50000美元/枚</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美股区块链板块走低 比特币跌破50000美元/枚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 22:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/news/detail.html?id=612197><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇9月7日丨美股区块链板块走低，Bit Digital(BTBT.US)跌超8%，比特矿业(BTCM.US)跌超6%，Marathon Patent(MARA.US)跌近6%，Riot Blockchain(RIOT.US)跌超5%。比特币跌破50000美元/枚，日内跌超5%；以太坊日内大跌10%，报3530美元/枚，创9月1日以来新低。</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=612197\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84fe7ef419cfbaaf95ccd6157b232e24","relate_stocks":{"BTCM":"BIT Mining","EBON":"亿邦国际","BTBT":"Bit Digital, Inc.","CAN":"嘉楠科技"},"source_url":"https://www.gelonghui.com/news/detail.html?id=612197","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165354950","content_text":"格隆汇9月7日丨美股区块链板块走低，Bit Digital(BTBT.US)跌超8%，比特矿业(BTCM.US)跌超6%，Marathon Patent(MARA.US)跌近6%，Riot Blockchain(RIOT.US)跌超5%。比特币跌破50000美元/枚，日内跌超5%；以太坊日内大跌10%，报3530美元/枚，创9月1日以来新低。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830107296,"gmtCreate":1629022702515,"gmtModify":1633687905493,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"哇好","listText":"哇好","text":"哇好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830107296","repostId":"2159212249","repostType":4,"repost":{"id":"2159212249","pubTimestamp":1629004050,"share":"https://www.laohu8.com/m/news/2159212249?lang=&edition=full","pubTime":"2021-08-15 13:07","market":"us","language":"zh","title":"华尔街看涨水平创近20年新高，分析师警告：物极必反","url":"https://stock-news.laohu8.com/highlight/detail?id=2159212249","media":"华尔街见闻","summary":"企业很难维持高估值，盈利增长可能已经见顶，将在未来几个月内放缓。","content":"<p>企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。</p>\n<p>多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。</p>\n<h2>华尔街看涨水平创20年来新高</h2>\n<p>据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%被分析师们列为“买入”，这也是10年来的高点。</p>\n<p>在亚洲，这一数字跃升至75%，至少是2010年以来的最高水平。这反映了在强劲的企业财报季后，市场看多情绪的再次高涨。</p>\n<p>虽然分析师历来看涨股市，但在股市持续上涨和企业盈利超出预期的情况下，他们变得更加乐观了。</p>\n<p>信安环球资产配置(Principal Global Asset Allocation)首席投资官Todd Jablonski在一份报告中表示：</p>\n<blockquote>\n 推动风险资产需求的不仅仅是整体金融环境和低利率，预计到2022年，市场将出现巨大的基本面改善。\n</blockquote>\n<h2>企业盈利强劲 推高股市</h2>\n<p>在从疫情中复苏后，美国企业的盈利正以2008年以来最强劲的速度增长。</p>\n<p>根据FactSet的数据，标普500指数中蓝筹股的利润已经飙涨了约90%，销售额也上升了约四分之一；欧洲企业的利润增长71%，比预期高16%。</p>\n<p>与此同时，<b>标普500指数所包含公司的平均利润率从上一季度的12.8%跃升到了创纪录的13%，也是2008年以来的最高值。</b></p>\n<p>这些数据显著高于华尔街分析师在财报发布前的预测。在3月底，分析师预计企业利润平均增长53%，营业收入平均增长16%。</p>\n<p>这帮助推动美国股市创下了新高。</p>\n<p>今年到目前为止，<b>标普500指数上涨超过18%。该指数已经从去年3月的低点上涨了近一倍</b>，当时疫情的侵袭使全球金融市场陷入混乱。</p>\n<p><img src=\"https://static.tigerbbs.com/87b4625ae526d917f08fd6b8d85055ca\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>据金融时报报道，<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>全球配置基金的投资组合经理Russ Koesterich说：</p>\n<blockquote>\n 经济增长正以几十年来最快的速度运行，这对企业盈利来说是个巨大的推动力。\n</blockquote>\n<p>在上调了企业的盈利增长预期后，<a href=\"https://laohu8.com/S/GS\">高盛</a>和<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>的分析师近期紧接着上调了12个月内对标普500指数的预期。</p>\n<p>根据FactSet的数据，华尔街分析师对标普500指数未来12个月的预期为4949点，预计涨幅为11%。</p>\n<h2>股市仍存在下行风险</h2>\n<p>尽管第二季度企业的利润率预计将继续保持在较高水平，但Koesterich警告称，在未来几个季度，<b>企业无法转嫁雇员工资等成本的上升，利润率压力将对股市和企业的高估值带来考验。</b></p>\n<p>而美国企业盈利面临的另一个不利因素是，<b>在拜登推行全球最低税的压力之下，企业会缴纳更多的税款。</b></p>\n<p>据金融时报报道，<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>的高级市场策略师Lale Akoner指出：</p>\n<blockquote>\n 随着市场开始将这些更高的税收纳入评估体系，企业盈利增长可能已经见顶，并将在未来几个月内放缓。我预计，在10月至12月之间，市场将开始表现出这一点。\n</blockquote>\n<p>对于投资者来说，情况似乎更具挑战性。因为股市的乐观情绪已经处于饱和状态，总体估值居于历史高位使看多也变得不利。</p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>资产管理公司首席全球策略师David Kelly表示：</p>\n<blockquote>\n 尽管对标普指数来说，这是一个表现十分亮眼的季度，但问题是投资者将如何做出反应？与世界其它地区相比，美国企业的总体估值仍然较高，企业将很难维持这一高位。\n</blockquote>\n<p>华尔街见闻此前提及，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>策略师Savita Subramanian预测，标普500年底相对目前有14%的下跌空间，回调风险正在聚集。</p>\n<p>Jones Trading Annapolis的ETF主管Dave Lutz在一份报告中表示：</p>\n<blockquote>\n 我相信市场会朝着损害大多数参与者的方向发展。如果华尔街所有分析师都看多，我将仍将保持谨慎态度。\n</blockquote>","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>华尔街看涨水平创近20年新高，分析师警告：物极必反</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{ 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class=\"title\">\n华尔街看涨水平创近20年新高，分析师警告：物极必反\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 13:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3637965><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。\n多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。\n华尔街看涨水平创20年来新高\n据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637965\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3637965","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159212249","content_text":"企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。\n多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。\n华尔街看涨水平创20年来新高\n据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%被分析师们列为“买入”，这也是10年来的高点。\n在亚洲，这一数字跃升至75%，至少是2010年以来的最高水平。这反映了在强劲的企业财报季后，市场看多情绪的再次高涨。\n虽然分析师历来看涨股市，但在股市持续上涨和企业盈利超出预期的情况下，他们变得更加乐观了。\n信安环球资产配置(Principal Global Asset Allocation)首席投资官Todd Jablonski在一份报告中表示：\n\n 推动风险资产需求的不仅仅是整体金融环境和低利率，预计到2022年，市场将出现巨大的基本面改善。\n\n企业盈利强劲 推高股市\n在从疫情中复苏后，美国企业的盈利正以2008年以来最强劲的速度增长。\n根据FactSet的数据，标普500指数中蓝筹股的利润已经飙涨了约90%，销售额也上升了约四分之一；欧洲企业的利润增长71%，比预期高16%。\n与此同时，标普500指数所包含公司的平均利润率从上一季度的12.8%跃升到了创纪录的13%，也是2008年以来的最高值。\n这些数据显著高于华尔街分析师在财报发布前的预测。在3月底，分析师预计企业利润平均增长53%，营业收入平均增长16%。\n这帮助推动美国股市创下了新高。\n今年到目前为止，标普500指数上涨超过18%。该指数已经从去年3月的低点上涨了近一倍，当时疫情的侵袭使全球金融市场陷入混乱。\n\n据金融时报报道，贝莱德全球配置基金的投资组合经理Russ Koesterich说：\n\n 经济增长正以几十年来最快的速度运行，这对企业盈利来说是个巨大的推动力。\n\n在上调了企业的盈利增长预期后，高盛和瑞士信贷的分析师近期紧接着上调了12个月内对标普500指数的预期。\n根据FactSet的数据，华尔街分析师对标普500指数未来12个月的预期为4949点，预计涨幅为11%。\n股市仍存在下行风险\n尽管第二季度企业的利润率预计将继续保持在较高水平，但Koesterich警告称，在未来几个季度，企业无法转嫁雇员工资等成本的上升，利润率压力将对股市和企业的高估值带来考验。\n而美国企业盈利面临的另一个不利因素是，在拜登推行全球最低税的压力之下，企业会缴纳更多的税款。\n据金融时报报道，纽约梅隆银行的高级市场策略师Lale Akoner指出：\n\n 随着市场开始将这些更高的税收纳入评估体系，企业盈利增长可能已经见顶，并将在未来几个月内放缓。我预计，在10月至12月之间，市场将开始表现出这一点。\n\n对于投资者来说，情况似乎更具挑战性。因为股市的乐观情绪已经处于饱和状态，总体估值居于历史高位使看多也变得不利。\n摩根大通资产管理公司首席全球策略师David Kelly表示：\n\n 尽管对标普指数来说，这是一个表现十分亮眼的季度，但问题是投资者将如何做出反应？与世界其它地区相比，美国企业的总体估值仍然较高，企业将很难维持这一高位。\n\n华尔街见闻此前提及，美国银行策略师Savita Subramanian预测，标普500年底相对目前有14%的下跌空间，回调风险正在聚集。\nJones Trading Annapolis的ETF主管Dave Lutz在一份报告中表示：\n\n 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21:43","market":"us","language":"zh","title":"【异动】投资芯片厂商Pixelworks，嘉楠科技涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154453999","media":"老虎资讯综合","summary":"8月11日，嘉楠科技涨超8%，此前宣布战略投资图像显示芯片厂商Pixelworks。","content":"<p>8月11日，嘉楠科技涨超8%，此前宣布战略投资图像显示芯片厂商Pixelworks。</p>\n<p><img src=\"https://static.tigerbbs.com/bb882c9bf611ccba38e913297b758d83\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】投资芯片厂商Pixelworks，嘉楠科技涨超8%</title>\n<style 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21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月11日，嘉楠科技涨超8%，此前宣布战略投资图像显示芯片厂商Pixelworks。</p>\n<p><img src=\"https://static.tigerbbs.com/bb882c9bf611ccba38e913297b758d83\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"CAN":"嘉楠科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154453999","content_text":"8月11日，嘉楠科技涨超8%，此前宣布战略投资图像显示芯片厂商Pixelworks。","news_type":1},"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896257574,"gmtCreate":1628587684298,"gmtModify":1633745941031,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"这次真的吃草","listText":"这次真的吃草","text":"这次真的吃草","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896257574","repostId":"1177833201","repostType":4,"repost":{"id":"1177833201","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1628569278,"share":"https://www.laohu8.com/m/news/1177833201?lang=&edition=full","pubTime":"2021-08-10 12:21","market":"us","language":"zh","title":"靓丽非农可能是压垮美股牛市的“最后一根稻草”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1177833201","media":"英为财情Investing","summary":"英为财情Investing.com -周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9","content":"<p><b>英为财情Investing.com -</b>周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9%降至了7月份的5.4%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c905076cc97812ca1cf0eb6b7b46047\" tg-width=\"740\" tg-height=\"673\" width=\"100%\" height=\"auto\"><span>（非农就业人数，来自英为财情Investing.com财经日历）</span></p>\n<p>这显然是一个意外，“小非农”ADP数据显示，私营企业7月仅雇佣了33万名工人。显然，非农和ADP两份报告描绘了两幅完全不同的图景。但是美国劳动力参与率整体仍然呈现积极信号，劳动参与率目前已经达到61.7%，虽然全美依然有近570万人因疫情没有就业，但是，不少机构预测，在秋季学校重新开学以及疫情期间实施的额外联邦福利到期后，将有更多人重新加入劳动力大军。</p>\n<p>在强劲的就业报告公布以后，美国标准普尔500指数几乎没有变化，最后收盘微涨0.17%，道琼斯工业平均指数涨0.41%，而另一方面，美国国债收益率的上升则给科技股带来一些压力，以科技股为主的纳斯达克100指数周五收盘下跌了0.48%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d04bfa1290c761699bfb3c33e6311e\" tg-width=\"663\" tg-height=\"801\" width=\"100%\" height=\"auto\"><span>（美股三大股指走势图来自英为财情Investing.com）</span></p>\n<p>从疫情爆发至今，美股“过五关斩六将”，保持着势不可挡的姿态“攻城略地”，但是，在又一份强劲的非农数据报告过后，市场是时候开始思考了，美股会不会已经迎来了“诸神黄昏”？</p>\n<p><b>美股牛市根基受到动摇？美联储或很快开启减码</b></p>\n<p>强劲的非农数据以后，投资者可能会开始担心美联储会在未来数月开始减少对市场的支撑——强劲的就业报告将会让美联储的政策路径更加明朗化。</p>\n<p>华尔街的分析师指出，周五的强劲就业报告，有可能会动摇美联储鸽派的立场，从而转向支持减少对经济的政策支持。其中，嘉盛的全球研究主管Matt Weller指出，非农报告强劲，美联储有望在本月底的杰克逊·霍尔全球央行行长年会上宣布缩表。同时，Cornerstone的首席投资官Cliff Hodge也表示，7月报告胜于预期，叠加6月数据被上调，2022年启动缩表变得十分明确。</p>\n<p>债券市场已经首先突出了担忧，美国十年期国债在非农数据公布后升8.7个基点，报1.3036%，为日内最高，因为担心美联储比此前预期更快地开始削减资产购买计划，债券交易员正在纷纷抛售美国国债。</p>\n<p>与此同时，在就业数据公布以后，被广泛应用于对冲短期利率风险的联邦基金利率期货显示，2023年1月加息25个基点的可能性超过了90%，这高于上周美联储FOMC会议的水平。交易商预测，美联储在明年12月前加息25个基点的可能性为82%，也高于上周美联储会议后的78%。</p>\n<p>值得注意的是，上周已经有多位美联储官员发表了较为鹰派的讲话。其中，圣路易斯联储主席布拉德和达拉斯联储主席卡普兰都是缩减购债的忠实拥趸。而早在上周三，美联储副主席克拉里达也表示，最快可能在2022年底达到加息条件，这也比市场预期要早。</p>\n<p><b>华尔街意见不一，美银预计美股年末暴跌14%？</b></p>\n<p>眼下，除了美联储，通胀、估值、疫情复燃等因素，都会成为压垮美股牛市的“最后一根稻草”，因此，华尔街分析师对于美股前景看法不一。</p>\n<p>其中，美银和花旗主空。其中，花旗的策略师预测，标普500指数可能会在年底下跌10%左右，跌势可能会从下个月就开始。而且，他指出，美股市场是一个成长股比重很大的市场，如果债券利率走高，那么成长股势必受到影响。</p>\n<p>此外，美银更加悲观，该行的预计美股年末会下跌14%以上，该行的策略师认为，美国股指的市盈率已经很高了，今年的很多好消息已经被市场消化。同时，美银美林7月基金经理调查显示，机构将现金头寸从3.9%上调至4.1%，也反映出了一定谨慎心理。</p>\n<p>同时，巴克莱也认为，美股下半年的回报率将会非常有限，随着美股创下历史新高，对冲市场风险的衍生品交易规模也已经接近了历史记录水平。期权市场显示出了美股后市的不确定性。</p>\n<p>但是，另一方面，高盛则在上周刚刚上调了美股的目标价。该行的策略师认为，美股企业的盈利将会好于市场预期，创出更高的历史高位水平，而盈利增长将会成为美股下半年的驱动因素。</p>\n<p><b>总 结</b></p>\n<p>受到美联储宽松货币政策的支撑，美国在过去一年多时间里一直保持“雄赳赳气昂昂”势不可挡的上涨趋势，然而，随着美国经济数据表现持续向好，人们也开始担心超宽松的货币环境或将很快终结。而连续创出新高的美股股指，估值也已经来到高位，很难不让投资者开始怀疑，美股后市的走势究竟会走向何方。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>靓丽非农可能是压垮美股牛市的“最后一根稻草”？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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靓丽非农可能是压垮美股牛市的“最后一根稻草”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-08-10 12:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>英为财情Investing.com -</b>周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9%降至了7月份的5.4%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c905076cc97812ca1cf0eb6b7b46047\" tg-width=\"740\" tg-height=\"673\" width=\"100%\" height=\"auto\"><span>（非农就业人数，来自英为财情Investing.com财经日历）</span></p>\n<p>这显然是一个意外，“小非农”ADP数据显示，私营企业7月仅雇佣了33万名工人。显然，非农和ADP两份报告描绘了两幅完全不同的图景。但是美国劳动力参与率整体仍然呈现积极信号，劳动参与率目前已经达到61.7%，虽然全美依然有近570万人因疫情没有就业，但是，不少机构预测，在秋季学校重新开学以及疫情期间实施的额外联邦福利到期后，将有更多人重新加入劳动力大军。</p>\n<p>在强劲的就业报告公布以后，美国标准普尔500指数几乎没有变化，最后收盘微涨0.17%，道琼斯工业平均指数涨0.41%，而另一方面，美国国债收益率的上升则给科技股带来一些压力，以科技股为主的纳斯达克100指数周五收盘下跌了0.48%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d04bfa1290c761699bfb3c33e6311e\" tg-width=\"663\" tg-height=\"801\" width=\"100%\" height=\"auto\"><span>（美股三大股指走势图来自英为财情Investing.com）</span></p>\n<p>从疫情爆发至今，美股“过五关斩六将”，保持着势不可挡的姿态“攻城略地”，但是，在又一份强劲的非农数据报告过后，市场是时候开始思考了，美股会不会已经迎来了“诸神黄昏”？</p>\n<p><b>美股牛市根基受到动摇？美联储或很快开启减码</b></p>\n<p>强劲的非农数据以后，投资者可能会开始担心美联储会在未来数月开始减少对市场的支撑——强劲的就业报告将会让美联储的政策路径更加明朗化。</p>\n<p>华尔街的分析师指出，周五的强劲就业报告，有可能会动摇美联储鸽派的立场，从而转向支持减少对经济的政策支持。其中，嘉盛的全球研究主管Matt Weller指出，非农报告强劲，美联储有望在本月底的杰克逊·霍尔全球央行行长年会上宣布缩表。同时，Cornerstone的首席投资官Cliff Hodge也表示，7月报告胜于预期，叠加6月数据被上调，2022年启动缩表变得十分明确。</p>\n<p>债券市场已经首先突出了担忧，美国十年期国债在非农数据公布后升8.7个基点，报1.3036%，为日内最高，因为担心美联储比此前预期更快地开始削减资产购买计划，债券交易员正在纷纷抛售美国国债。</p>\n<p>与此同时，在就业数据公布以后，被广泛应用于对冲短期利率风险的联邦基金利率期货显示，2023年1月加息25个基点的可能性超过了90%，这高于上周美联储FOMC会议的水平。交易商预测，美联储在明年12月前加息25个基点的可能性为82%，也高于上周美联储会议后的78%。</p>\n<p>值得注意的是，上周已经有多位美联储官员发表了较为鹰派的讲话。其中，圣路易斯联储主席布拉德和达拉斯联储主席卡普兰都是缩减购债的忠实拥趸。而早在上周三，美联储副主席克拉里达也表示，最快可能在2022年底达到加息条件，这也比市场预期要早。</p>\n<p><b>华尔街意见不一，美银预计美股年末暴跌14%？</b></p>\n<p>眼下，除了美联储，通胀、估值、疫情复燃等因素，都会成为压垮美股牛市的“最后一根稻草”，因此，华尔街分析师对于美股前景看法不一。</p>\n<p>其中，美银和花旗主空。其中，花旗的策略师预测，标普500指数可能会在年底下跌10%左右，跌势可能会从下个月就开始。而且，他指出，美股市场是一个成长股比重很大的市场，如果债券利率走高，那么成长股势必受到影响。</p>\n<p>此外，美银更加悲观，该行的预计美股年末会下跌14%以上，该行的策略师认为，美国股指的市盈率已经很高了，今年的很多好消息已经被市场消化。同时，美银美林7月基金经理调查显示，机构将现金头寸从3.9%上调至4.1%，也反映出了一定谨慎心理。</p>\n<p>同时，巴克莱也认为，美股下半年的回报率将会非常有限，随着美股创下历史新高，对冲市场风险的衍生品交易规模也已经接近了历史记录水平。期权市场显示出了美股后市的不确定性。</p>\n<p>但是，另一方面，高盛则在上周刚刚上调了美股的目标价。该行的策略师认为，美股企业的盈利将会好于市场预期，创出更高的历史高位水平，而盈利增长将会成为美股下半年的驱动因素。</p>\n<p><b>总 结</b></p>\n<p>受到美联储宽松货币政策的支撑，美国在过去一年多时间里一直保持“雄赳赳气昂昂”势不可挡的上涨趋势，然而，随着美国经济数据表现持续向好，人们也开始担心超宽松的货币环境或将很快终结。而连续创出新高的美股股指，估值也已经来到高位，很难不让投资者开始怀疑，美股后市的走势究竟会走向何方。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177833201","content_text":"英为财情Investing.com -周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9%降至了7月份的5.4%。\n（非农就业人数，来自英为财情Investing.com财经日历）\n这显然是一个意外，“小非农”ADP数据显示，私营企业7月仅雇佣了33万名工人。显然，非农和ADP两份报告描绘了两幅完全不同的图景。但是美国劳动力参与率整体仍然呈现积极信号，劳动参与率目前已经达到61.7%，虽然全美依然有近570万人因疫情没有就业，但是，不少机构预测，在秋季学校重新开学以及疫情期间实施的额外联邦福利到期后，将有更多人重新加入劳动力大军。\n在强劲的就业报告公布以后，美国标准普尔500指数几乎没有变化，最后收盘微涨0.17%，道琼斯工业平均指数涨0.41%，而另一方面，美国国债收益率的上升则给科技股带来一些压力，以科技股为主的纳斯达克100指数周五收盘下跌了0.48%。\n（美股三大股指走势图来自英为财情Investing.com）\n从疫情爆发至今，美股“过五关斩六将”，保持着势不可挡的姿态“攻城略地”，但是，在又一份强劲的非农数据报告过后，市场是时候开始思考了，美股会不会已经迎来了“诸神黄昏”？\n美股牛市根基受到动摇？美联储或很快开启减码\n强劲的非农数据以后，投资者可能会开始担心美联储会在未来数月开始减少对市场的支撑——强劲的就业报告将会让美联储的政策路径更加明朗化。\n华尔街的分析师指出，周五的强劲就业报告，有可能会动摇美联储鸽派的立场，从而转向支持减少对经济的政策支持。其中，嘉盛的全球研究主管Matt Weller指出，非农报告强劲，美联储有望在本月底的杰克逊·霍尔全球央行行长年会上宣布缩表。同时，Cornerstone的首席投资官Cliff Hodge也表示，7月报告胜于预期，叠加6月数据被上调，2022年启动缩表变得十分明确。\n债券市场已经首先突出了担忧，美国十年期国债在非农数据公布后升8.7个基点，报1.3036%，为日内最高，因为担心美联储比此前预期更快地开始削减资产购买计划，债券交易员正在纷纷抛售美国国债。\n与此同时，在就业数据公布以后，被广泛应用于对冲短期利率风险的联邦基金利率期货显示，2023年1月加息25个基点的可能性超过了90%，这高于上周美联储FOMC会议的水平。交易商预测，美联储在明年12月前加息25个基点的可能性为82%，也高于上周美联储会议后的78%。\n值得注意的是，上周已经有多位美联储官员发表了较为鹰派的讲话。其中，圣路易斯联储主席布拉德和达拉斯联储主席卡普兰都是缩减购债的忠实拥趸。而早在上周三，美联储副主席克拉里达也表示，最快可能在2022年底达到加息条件，这也比市场预期要早。\n华尔街意见不一，美银预计美股年末暴跌14%？\n眼下，除了美联储，通胀、估值、疫情复燃等因素，都会成为压垮美股牛市的“最后一根稻草”，因此，华尔街分析师对于美股前景看法不一。\n其中，美银和花旗主空。其中，花旗的策略师预测，标普500指数可能会在年底下跌10%左右，跌势可能会从下个月就开始。而且，他指出，美股市场是一个成长股比重很大的市场，如果债券利率走高，那么成长股势必受到影响。\n此外，美银更加悲观，该行的预计美股年末会下跌14%以上，该行的策略师认为，美国股指的市盈率已经很高了，今年的很多好消息已经被市场消化。同时，美银美林7月基金经理调查显示，机构将现金头寸从3.9%上调至4.1%，也反映出了一定谨慎心理。\n同时，巴克莱也认为，美股下半年的回报率将会非常有限，随着美股创下历史新高，对冲市场风险的衍生品交易规模也已经接近了历史记录水平。期权市场显示出了美股后市的不确定性。\n但是，另一方面，高盛则在上周刚刚上调了美股的目标价。该行的策略师认为，美股企业的盈利将会好于市场预期，创出更高的历史高位水平，而盈利增长将会成为美股下半年的驱动因素。\n总 结\n受到美联储宽松货币政策的支撑，美国在过去一年多时间里一直保持“雄赳赳气昂昂”势不可挡的上涨趋势，然而，随着美国经济数据表现持续向好，人们也开始担心超宽松的货币环境或将很快终结。而连续创出新高的美股股指，估值也已经来到高位，很难不让投资者开始怀疑，美股后市的走势究竟会走向何方。","news_type":1},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890198390,"gmtCreate":1628085919610,"gmtModify":1633753735772,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"很难跌的啦","listText":"很难跌的啦","text":"很难跌的啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890198390","repostId":"2156717176","repostType":4,"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802497453,"gmtCreate":1627793752072,"gmtModify":1633756308721,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"好想真的很够力","listText":"好想真的很够力","text":"好想真的很够力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802497453","repostId":"2155391163","repostType":4,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803442421,"gmtCreate":1627460207763,"gmtModify":1633764790429,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"omg","listText":"omg","text":"omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803442421","repostId":"2154947640","repostType":2,"repost":{"id":"2154947640","pubTimestamp":1627459560,"share":"https://www.laohu8.com/m/news/2154947640?lang=&edition=full","pubTime":"2021-07-28 16:06","market":"us","language":"zh","title":"苹果美股盘前跌1.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2154947640","media":"36氪","summary":"36氪获悉，截至发稿，苹果美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度每股收益1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于汇率、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>获悉，截至发稿，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度<span>每股收益</span>1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于<span>汇率</span>、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.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苹果美股盘前跌1.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 16:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281606047c263e8f&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>36氪获悉，截至发稿，苹果美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度每股收益1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于汇率、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281606047c263e8f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0b841f5eda278b95023e7905323fa0be","relate_stocks":{"AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281606047c263e8f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2154947640","content_text":"36氪获悉，截至发稿，苹果美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度每股收益1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于汇率、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803442807,"gmtCreate":1627460172009,"gmtModify":1633764790769,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"还能进吗","listText":"还能进吗","text":"还能进吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803442807","repostId":"1131636938","repostType":4,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809255977,"gmtCreate":1627374360699,"gmtModify":1633765610857,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"也对","listText":"也对","text":"也对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809255977","repostId":"1183270387","repostType":2,"isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809679909,"gmtCreate":1627369228901,"gmtModify":1633765658784,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"中芯看你了这次","listText":"中芯看你了这次","text":"中芯看你了这次","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809679909","repostId":"1199944196","repostType":2,"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800875944,"gmtCreate":1627294653288,"gmtModify":1633766439991,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Cun 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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171384146","repostId":"1168911346","repostType":4,"repost":{"id":"1168911346","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":1626701522,"share":"https://www.laohu8.com/m/news/1168911346?lang=&edition=full","pubTime":"2021-07-19 21:32","market":"us","language":"zh","title":"开盘：Five9涨超5%！中概股、石油股普跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1168911346","media":"老虎资讯综合","summary":"7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。\n国际原油期货大跌拖累石油股走低，斯伦贝谢跌超5%，埃克森美孚跌超3%，英国石油、雪佛龙跌超2%。\n中概","content":"<p>7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c358d2f0bb3878bc9ea60b590a08abf1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">国际原油期货大跌拖累石油股走低，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>跌超5%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>跌超3%，<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>跌超2%。</p>\n<p>中概股普跌，<a href=\"https://laohu8.com/S/CPOP\">普普文化</a>跌逾11%，<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌逾5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌4%。</p>\n<p>美股航空股走低，美联航跌近5%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>跌超3%。</p>\n<p>Five9涨约5.5%，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>拟以约147亿美元收购该公司。</p>\n<p>Red Cat Holdings跌39%，此前宣布以每股4.5美元的价格发行超1333万普通股。</p>\n<p>半导体公司<a href=\"https://laohu8.com/S/AEHR\">Aehr Test Systems</a>涨43%，该公司第四财季净销售额翻倍。</p>\n<p><a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌超5%，江苏省消保委通报PC端应用软件网络弹窗调查情况，点名<a href=\"https://laohu8.com/S/XNET\">迅雷</a>等。</p>\n<p></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘：Five9涨超5%！中概股、石油股普跌</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开盘：Five9涨超5%！中概股、石油股普跌\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\">2021-07-19 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c358d2f0bb3878bc9ea60b590a08abf1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">国际原油期货大跌拖累石油股走低，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>跌超5%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>跌超3%，<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>跌超2%。</p>\n<p>中概股普跌，<a href=\"https://laohu8.com/S/CPOP\">普普文化</a>跌逾11%，<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌逾5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌4%。</p>\n<p>美股航空股走低，美联航跌近5%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>跌超3%。</p>\n<p>Five9涨约5.5%，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>拟以约147亿美元收购该公司。</p>\n<p>Red Cat Holdings跌39%，此前宣布以每股4.5美元的价格发行超1333万普通股。</p>\n<p>半导体公司<a href=\"https://laohu8.com/S/AEHR\">Aehr Test Systems</a>涨43%，该公司第四财季净销售额翻倍。</p>\n<p><a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌超5%，江苏省消保委通报PC端应用软件网络弹窗调查情况，点名<a href=\"https://laohu8.com/S/XNET\">迅雷</a>等。</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯","QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF",".IXIC":"NASDAQ Composite","FIVN":"Five9 Inc",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168911346","content_text":"7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。\n国际原油期货大跌拖累石油股走低，斯伦贝谢跌超5%，埃克森美孚跌超3%，英国石油、雪佛龙跌超2%。\n中概股普跌，普普文化跌逾11%，知乎、新东方跌逾5%，蔚来跌4%。\n美股航空股走低，美联航跌近5%，达美航空、波音跌超3%。\nFive9涨约5.5%，Zoom拟以约147亿美元收购该公司。\nRed Cat Holdings跌39%，此前宣布以每股4.5美元的价格发行超1333万普通股。\n半导体公司Aehr Test Systems涨43%，该公司第四财季净销售额翻倍。\n迅雷跌超5%，江苏省消保委通报PC端应用软件网络弹窗调查情况，点名迅雷等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170711925,"gmtCreate":1626450723267,"gmtModify":1633926599427,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170711925","repostId":"1135978719","repostType":4,"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147840704,"gmtCreate":1626352672008,"gmtModify":1633927620170,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147840704","repostId":"1172577211","repostType":2,"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":103880061,"gmtCreate":1619766508753,"gmtModify":1634210073521,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/103880061","repostId":"2131534297","repostType":4,"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192895812,"gmtCreate":1621173398036,"gmtModify":1634193597240,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"还可以买吗？","listText":"还可以买吗？","text":"还可以买吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/192895812","repostId":"1164480285","repostType":4,"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131464207,"gmtCreate":1621876617909,"gmtModify":1634185875875,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131464207","repostId":"2137133573","repostType":4,"repost":{"id":"2137133573","pubTimestamp":1621827990,"share":"https://www.laohu8.com/m/news/2137133573?lang=&edition=full","pubTime":"2021-05-24 11:46","market":"hk","language":"zh","title":"大摩：这是未来一年内全球市场的四大核心忧虑","url":"https://stock-news.laohu8.com/highlight/detail?id=2137133573","media":"华尔街见闻","summary":"摩根士丹利分析师Andrew Sheets指出，金融危机后十年，经济风险倾向于下行，市场关注焦点是央行会如何刺激增长。但眼下我们面临一个“踩油门多，踩刹车少”的全球经济，主宰市场走势的核心问题也发生了变化。","content":"<p>一场席卷全球的疫情改变了全球经济的面貌，史无前例的财政和货币政策刺激将全球经济一把拽出了后金融危机时期长期停滞的泥潭，主宰市场走势的核心问题也发生了变化。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>首席跨资产策略师Andrew Sheets近日放眼长期，指出眼下的经济和市场情况，和后金融危机时代的那十年相比，已经大有不同。</p>\n<p><b>后金融危机时期的标签是财政紧缩、低投资、消费者去杠杆化，以及央行先发制人地遏制通胀风险：</b></p>\n<blockquote>\n 事实上，尽管我们常常将“宽松政策”与上一个周期联系在一起，但中国央行在2010年就开始紧缩、欧洲央行2011年的加息以及美联储2015年的加息都是为了将通胀扼杀在萌芽状态的积极早期举措。\n</blockquote>\n<p>反观眼下，财政宽松、低息贷款、强劲的消费和投资成为经济引擎上的四大气缸：</p>\n<blockquote>\n 财政政策史无前例地扩张，美国、欧洲和中国的消费状况良好，储蓄水平达到创纪录水平。我们还看到了一个“炽热的资本支出周期”，公共和私人部门投资都在增加，同时全球实际利率仍接近历史低点。\n</blockquote>\n<p><b>然而，面对强劲的增长，全球央行反应依然淡定。</b>对于美联储来说，关注焦点依然是居高不下的失业率以及平均通胀目标，对于欧洲央行，焦点在于长期通胀依然低于预期。</p>\n<p><b>Sheets总结道，这是一个“踩油门多，踩刹车少”的全球经济。</b>这意味着全球经济面临的风险情况也有所不同。过去10年，风险往往倾向于下行，市场关注焦点是，央行会想出什么样的新宽松形式来对抗疲弱。</p>\n<p><b>现在增长无虞，因此主宰市场的核心忧虑在于:</b></p>\n<blockquote>\n 1. 经济复苏是否会导致通胀?2. 这会否改变央行政策?3. 这是否会导致利润和税收压力?4. 强劲的增长是否已经体现在价格上了?\n</blockquote>\n<p>Sheets指出，如果这些是主导未来6-12个月的“担忧”，那么它们不会“平均”地作用于全球市场，对不同市场和资产，有不同的影响：</p>\n<blockquote>\n 对于美国股票和信贷，以及新兴市场领域，这些担忧将成为首要和中心问题。但对欧洲和日本来说，过高估值、高通胀、强硬政策转变或新企业税等问题似乎要遥远得多。\n</blockquote>\n<p><b>更热的周期也可能意味着更短的周期，以及异常快的正常化。</b>Sheets认为，这种情况不利于信贷：</p>\n<blockquote>\n 这一资产类别往往在周期初期和衰退后表现突出，此时增长复苏，企业专注于业务以保证生存。但随着市场升温，额外的增长并不意味着投资者能从公司债券中获得任何额外的收入。在跨资产的基础上，根据我们最新的12个月预测，信贷表现不佳，相对于其他资产，信贷风险溢价看起来很高。\n</blockquote>","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>大摩：这是未来一年内全球市场的四大核心忧虑</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩：这是未来一年内全球市场的四大核心忧虑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 11:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3631062><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一场席卷全球的疫情改变了全球经济的面貌，史无前例的财政和货币政策刺激将全球经济一把拽出了后金融危机时期长期停滞的泥潭，主宰市场走势的核心问题也发生了变化。\n摩根士丹利首席跨资产策略师Andrew Sheets近日放眼长期，指出眼下的经济和市场情况，和后金融危机时代的那十年相比，已经大有不同。\n后金融危机时期的标签是财政紧缩、低投资、消费者去杠杆化，以及央行先发制人地遏制通胀风险：\n\n 事实上，尽管...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631062\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2488184ce4815610e2426c10250da75","relate_stocks":{"MS":"摩根士丹利"},"source_url":"https://wallstreetcn.com/articles/3631062","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137133573","content_text":"一场席卷全球的疫情改变了全球经济的面貌，史无前例的财政和货币政策刺激将全球经济一把拽出了后金融危机时期长期停滞的泥潭，主宰市场走势的核心问题也发生了变化。\n摩根士丹利首席跨资产策略师Andrew Sheets近日放眼长期，指出眼下的经济和市场情况，和后金融危机时代的那十年相比，已经大有不同。\n后金融危机时期的标签是财政紧缩、低投资、消费者去杠杆化，以及央行先发制人地遏制通胀风险：\n\n 事实上，尽管我们常常将“宽松政策”与上一个周期联系在一起，但中国央行在2010年就开始紧缩、欧洲央行2011年的加息以及美联储2015年的加息都是为了将通胀扼杀在萌芽状态的积极早期举措。\n\n反观眼下，财政宽松、低息贷款、强劲的消费和投资成为经济引擎上的四大气缸：\n\n 财政政策史无前例地扩张，美国、欧洲和中国的消费状况良好，储蓄水平达到创纪录水平。我们还看到了一个“炽热的资本支出周期”，公共和私人部门投资都在增加，同时全球实际利率仍接近历史低点。\n\n然而，面对强劲的增长，全球央行反应依然淡定。对于美联储来说，关注焦点依然是居高不下的失业率以及平均通胀目标，对于欧洲央行，焦点在于长期通胀依然低于预期。\nSheets总结道，这是一个“踩油门多，踩刹车少”的全球经济。这意味着全球经济面临的风险情况也有所不同。过去10年，风险往往倾向于下行，市场关注焦点是，央行会想出什么样的新宽松形式来对抗疲弱。\n现在增长无虞，因此主宰市场的核心忧虑在于:\n\n 1. 经济复苏是否会导致通胀?2. 这会否改变央行政策?3. 这是否会导致利润和税收压力?4. 强劲的增长是否已经体现在价格上了?\n\nSheets指出，如果这些是主导未来6-12个月的“担忧”，那么它们不会“平均”地作用于全球市场，对不同市场和资产，有不同的影响：\n\n 对于美国股票和信贷，以及新兴市场领域，这些担忧将成为首要和中心问题。但对欧洲和日本来说，过高估值、高通胀、强硬政策转变或新企业税等问题似乎要遥远得多。\n\n更热的周期也可能意味着更短的周期，以及异常快的正常化。Sheets认为，这种情况不利于信贷：\n\n 这一资产类别往往在周期初期和衰退后表现突出，此时增长复苏，企业专注于业务以保证生存。但随着市场升温，额外的增长并不意味着投资者能从公司债券中获得任何额外的收入。在跨资产的基础上，根据我们最新的12个月预测，信贷表现不佳，相对于其他资产，信贷风险溢价看起来很高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830107296,"gmtCreate":1629022702515,"gmtModify":1633687905493,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"哇好","listText":"哇好","text":"哇好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830107296","repostId":"2159212249","repostType":4,"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890198390,"gmtCreate":1628085919610,"gmtModify":1633753735772,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"很难跌的啦","listText":"很难跌的啦","text":"很难跌的啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890198390","repostId":"2156717176","repostType":4,"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190599012,"gmtCreate":1620630382336,"gmtModify":1634197549739,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190599012","repostId":"2134686276","repostType":4,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896257574,"gmtCreate":1628587684298,"gmtModify":1633745941031,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"这次真的吃草","listText":"这次真的吃草","text":"这次真的吃草","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896257574","repostId":"1177833201","repostType":4,"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120380861,"gmtCreate":1624298937253,"gmtModify":1634008169746,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120380861","repostId":"1171966944","repostType":4,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191089143,"gmtCreate":1620827723982,"gmtModify":1634196021584,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/191089143","repostId":"2134196326","repostType":2,"repost":{"id":"2134196326","weMediaInfo":{"introduction":"Reuters.com 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Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620731152,"share":"https://www.laohu8.com/m/news/1136406157?lang=&edition=full","pubTime":"2021-05-11 19:05","market":"us","language":"en","title":"Palantir stock pulls back despite Q1 revenue beat, upside sales guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1136406157","media":"Tiger Newspress","summary":"(May 11) Palantir Technologies Inc.  today announced financial results for the first quarter ended M","content":"<p>(May 11)&nbsp;Palantir Technologies Inc.  today announced financial results for the first quarter ended March 31, 2021.</p><ul><li>Palantir Technologies&nbsp;: Q1 Non-GAAP EPS of $0.04 in-line; GAAP EPS of -$0.07beats by $0.01.</li><li>Revenue of $341M (+48.7% Y/Y)beats by $8.69M.</li><li>Q1 adjusted operating margin of 34% vs. a guidance of 23%.</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin.</li><li>For Q2 2021, PLTR expects $360 million in revenue (consensus: $342.89M) and Adjusted operating margin of 23%.</li></ul><p>Palantir stock falls nearly&nbsp;5% premarket after Q1 results.</p><p><img src=\"https://static.tigerbbs.com/a8257a631e6376060c40034cf92263fd\" tg-width=\"786\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><b>Q1 2021 Highlights</b></p><ul><li>Total revenue grew 49% year-over-year to $341 million</li><li>US commercial revenue grew 72% year-over-year</li><li>US government revenue grew 83% year-over-year</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin</li><li>GAAP net loss per share, diluted of $(0.07)</li><li>Adjusted earnings per share, diluted of $0.04</li></ul><p><b>Outlook</b></p><p>For Q2 2021, we expect:</p><ul><li>$360 million in revenue, representing year-over-year revenue growth of 43%.</li><li>Adjusted operating margin of 23%.</li></ul><p>For full year 2021, we expect:</p><ul><li>Adjusted free cash flow in excess of $150 million.</li></ul><p>Per long-term guidance policy, as provided by our Chief Executive Officer,Alex Karp, we continue to expect:</p><ul><li>Annual revenue growth of 30% or greater for 2021 through 2025.</li></ul>","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>Palantir stock pulls back despite Q1 revenue beat, upside sales guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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\">\nPalantir stock pulls back despite Q1 revenue beat, upside sales guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-11 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 11)&nbsp;Palantir Technologies Inc.  today announced financial results for the first quarter ended March 31, 2021.</p><ul><li>Palantir Technologies&nbsp;: Q1 Non-GAAP EPS of $0.04 in-line; GAAP EPS of -$0.07beats by $0.01.</li><li>Revenue of $341M (+48.7% Y/Y)beats by $8.69M.</li><li>Q1 adjusted operating margin of 34% vs. a guidance of 23%.</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin.</li><li>For Q2 2021, PLTR expects $360 million in revenue (consensus: $342.89M) and Adjusted operating margin of 23%.</li></ul><p>Palantir stock falls nearly&nbsp;5% premarket after Q1 results.</p><p><img src=\"https://static.tigerbbs.com/a8257a631e6376060c40034cf92263fd\" tg-width=\"786\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><b>Q1 2021 Highlights</b></p><ul><li>Total revenue grew 49% year-over-year to $341 million</li><li>US commercial revenue grew 72% year-over-year</li><li>US government revenue grew 83% year-over-year</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin</li><li>GAAP net loss per share, diluted of $(0.07)</li><li>Adjusted earnings per share, diluted of $0.04</li></ul><p><b>Outlook</b></p><p>For Q2 2021, we expect:</p><ul><li>$360 million in revenue, representing year-over-year revenue growth of 43%.</li><li>Adjusted operating margin of 23%.</li></ul><p>For full year 2021, we expect:</p><ul><li>Adjusted free cash flow in excess of $150 million.</li></ul><p>Per long-term guidance policy, as provided by our Chief Executive Officer,Alex Karp, we continue to expect:</p><ul><li>Annual revenue growth of 30% or greater for 2021 through 2025.</li></ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136406157","content_text":"(May 11) Palantir Technologies Inc.  today announced financial results for the first quarter ended March 31, 2021.Palantir Technologies : Q1 Non-GAAP EPS of $0.04 in-line; GAAP EPS of -$0.07beats by $0.01.Revenue of $341M (+48.7% Y/Y)beats by $8.69M.Q1 adjusted operating margin of 34% vs. a guidance of 23%.Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% marginAdjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin.For Q2 2021, PLTR expects $360 million in revenue (consensus: $342.89M) and Adjusted operating margin of 23%.Palantir stock falls nearly 5% premarket after Q1 results.Q1 2021 HighlightsTotal revenue grew 49% year-over-year to $341 millionUS commercial revenue grew 72% year-over-yearUS government revenue grew 83% year-over-yearCash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% marginAdjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% marginGAAP net loss per share, diluted of $(0.07)Adjusted earnings per share, diluted of $0.04OutlookFor Q2 2021, we expect:$360 million in revenue, representing year-over-year revenue growth of 43%.Adjusted operating margin of 23%.For full year 2021, we expect:Adjusted free cash flow in excess of $150 million.Per long-term guidance policy, as provided by our Chief Executive Officer,Alex Karp, we continue to expect:Annual revenue growth of 30% or greater for 2021 through 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880866851,"gmtCreate":1631033257173,"gmtModify":1632904436391,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"惨了","listText":"惨了","text":"惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880866851","repostId":"1134018232","repostType":4,"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170711925,"gmtCreate":1626450723267,"gmtModify":1633926599427,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170711925","repostId":"1135978719","repostType":4,"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130853385,"gmtCreate":1621525324847,"gmtModify":1634188382364,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"能突破","listText":"能突破","text":"能突破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130853385","repostId":"1162071031","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196933595,"gmtCreate":1621003657817,"gmtModify":1634194617764,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Hoot e","listText":"Hoot e","text":"Hoot e","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196933595","repostId":"1187294472","repostType":4,"repost":{"id":"1187294472","pubTimestamp":1620994094,"share":"https://www.laohu8.com/m/news/1187294472?lang=&edition=full","pubTime":"2021-05-14 20:08","market":"us","language":"zh","title":"对冲基金巨头们开会了，多位大佬透露独家投资秘密","url":"https://stock-news.laohu8.com/highlight/detail?id=1187294472","media":"金十数据","summary":"Sohn会议成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。","content":"<p>Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。</p><p>该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助患有癌症或其他疾病的儿童。Sohn会议基金会已与CNBC和洛克菲勒大学建立合作。</p><p><b>在每年的对冲基金盛宴Sohn投资大会上，大佬们都会让与会者了解到他们的投资思维和选股方式。</b></p><p>本届投资大会在5月12日举行，本次会议可谓亮点多多，来自标准资本公司的硅谷风险投资家比尔•格利（Bill Gurley）谈论科技股，桥水基金的高管凯伦·卡尔尼奥尔 (Karen Karniol-Tambour）表示中国可能有当下最有效的多元化投资组合，另外绿光资本公司的大卫·埃因霍恩（David Einhorn）则谈到“新型石油”。</p><p>以下是向与会投资专家提出的一些问题。虽然以下言论仅代表基金大佬的个人观点，但通过他们的观点可以了解他们投资决策的过程。</p><p><img src=\"https://static.tigerbbs.com/7e9f3911b0de77f27113869c1068b6f6\" tg-width=\"400\" tg-height=\"280\" referrerpolicy=\"no-referrer\"></p><p><b>1，你对低利率推动成长型股票估值飙升有何看法？这种情况能持续下去吗？</b></p><p>基准资本的格利引用了最近科技股的抛售，他表示：</p><blockquote>“虽然人们以这种温水煮青蛙的方式承担风险，但这还是有用的，风险一旦发生将很快地得到降低。我认为我们最近已经看到了这一点。现在，市场一直在谈论利率接近于零，不管是在过去的这一年，还是在五、六年里，利率一直低于我们以前见过的任何水平。但是即使出现了抛售，一些股票的收益仍然很高。”</blockquote><p>格利还回答了投资策略的问题，<b>他表示要做多比特币、<a href=\"https://laohu8.com/S/UBER\">优步</a>和<a href=\"https://laohu8.com/S/FB\">Facebook</a>，而对于狗狗币、NFTs则选择做空。</b></p><p><b>2，如果你必须把钱投到<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Facebook、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>或谷歌这样的公司，而你在接下来的10年里都不能碰它，你会选哪一个?</b></p><p>D1 Capital创始人丹•桑德海姆（Dan Sundheim）表示:</p><blockquote>“商业模式的持久性可能是最重要的。这些公司都有相当持久的商业模式， <b>但亚马逊的持久性不是建立在技术上的</b>。亚马逊是一家物流公司，就像100年前的铁路公司和其他占主导地位的物流公司一样，未来50年，亚马逊的地位也很难被取代。”</blockquote><p><b>3，你认为明年表现最好的股票是什么?</b></p><p>Glenernie Capital的安德鲁·努内利（Andrew Nunneley）<b>提到了HelloFresh这家公司</b>，他认为这家公司是餐盒中的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><blockquote>“这可能是我20年来见过的最好的商业模式，与其他公司不同的是，HelloFresh拥有整个价值链，因此更有效率，并且这家公司还大力投资创新。”</blockquote><p>格伦维优资本管理公司的拉里·罗宾认为<b>DXC科技公司、麦<a href=\"https://laohu8.com/S/300296\">利亚德</a>基因公司、<a href=\"https://laohu8.com/S/BKD\">布鲁克代尔高级护理</a>公司、麦克森公司和<a href=\"https://laohu8.com/S/WAG\">沃尔格林</a>联合博姿集团是被市场低估的公司</b>。</p><blockquote>“人们说，在成长型股票的长期牛市之后，很难找到投资对象，但是大多数成长型股票并没有享受到牛市带来的好处。”</blockquote><p>绿光资本的大卫·埃因霍恩（David Einhorn）<b>表示电动汽车将迎来一场“淘铜热”，因为电动汽车的发展将需要大量的铜，而且需求将超过供应。</b></p><p>他向投资者们推荐<b>加拿大矿商泰克资源（Teck Resources）</b>。他说，泰克资源的市盈率远低于纯铜矿公司自由港麦克墨伦（Freeport-McMoRan Inc.）。泰克资源是一家更加多元化的矿商，业务结构更多地侧重于铜矿，增长前景也要好得多。</p><p>Impactive Capital的劳伦•泰勒•沃尔夫（Lauren Taylor Wolfe）将KBR公司定位为一家正在向绿色经济转型的公司，并预计未来三年内将有200%的增长。</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>对冲基金巨头们开会了，多位大佬透露独家投资秘密</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; 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class=\"title\">\n对冲基金巨头们开会了，多位大佬透露独家投资秘密\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 20:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/74536><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助...</p>\n\n<a href=\"https://xnews.jin10.com/details/74536\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d048412e4a518ae5bd65a550683ae23","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/details/74536","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187294472","content_text":"Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助患有癌症或其他疾病的儿童。Sohn会议基金会已与CNBC和洛克菲勒大学建立合作。在每年的对冲基金盛宴Sohn投资大会上，大佬们都会让与会者了解到他们的投资思维和选股方式。本届投资大会在5月12日举行，本次会议可谓亮点多多，来自标准资本公司的硅谷风险投资家比尔•格利（Bill Gurley）谈论科技股，桥水基金的高管凯伦·卡尔尼奥尔 (Karen Karniol-Tambour）表示中国可能有当下最有效的多元化投资组合，另外绿光资本公司的大卫·埃因霍恩（David Einhorn）则谈到“新型石油”。以下是向与会投资专家提出的一些问题。虽然以下言论仅代表基金大佬的个人观点，但通过他们的观点可以了解他们投资决策的过程。1，你对低利率推动成长型股票估值飙升有何看法？这种情况能持续下去吗？基准资本的格利引用了最近科技股的抛售，他表示：“虽然人们以这种温水煮青蛙的方式承担风险，但这还是有用的，风险一旦发生将很快地得到降低。我认为我们最近已经看到了这一点。现在，市场一直在谈论利率接近于零，不管是在过去的这一年，还是在五、六年里，利率一直低于我们以前见过的任何水平。但是即使出现了抛售，一些股票的收益仍然很高。”格利还回答了投资策略的问题，他表示要做多比特币、优步和Facebook，而对于狗狗币、NFTs则选择做空。2，如果你必须把钱投到亚马逊、Facebook、苹果、微软或谷歌这样的公司，而你在接下来的10年里都不能碰它，你会选哪一个?D1 Capital创始人丹•桑德海姆（Dan Sundheim）表示:“商业模式的持久性可能是最重要的。这些公司都有相当持久的商业模式， 但亚马逊的持久性不是建立在技术上的。亚马逊是一家物流公司，就像100年前的铁路公司和其他占主导地位的物流公司一样，未来50年，亚马逊的地位也很难被取代。”3，你认为明年表现最好的股票是什么?Glenernie Capital的安德鲁·努内利（Andrew Nunneley）提到了HelloFresh这家公司，他认为这家公司是餐盒中的特斯拉。“这可能是我20年来见过的最好的商业模式，与其他公司不同的是，HelloFresh拥有整个价值链，因此更有效率，并且这家公司还大力投资创新。”格伦维优资本管理公司的拉里·罗宾认为DXC科技公司、麦利亚德基因公司、布鲁克代尔高级护理公司、麦克森公司和沃尔格林联合博姿集团是被市场低估的公司。“人们说，在成长型股票的长期牛市之后，很难找到投资对象，但是大多数成长型股票并没有享受到牛市带来的好处。”绿光资本的大卫·埃因霍恩（David Einhorn）表示电动汽车将迎来一场“淘铜热”，因为电动汽车的发展将需要大量的铜，而且需求将超过供应。他向投资者们推荐加拿大矿商泰克资源（Teck Resources）。他说，泰克资源的市盈率远低于纯铜矿公司自由港麦克墨伦（Freeport-McMoRan Inc.）。泰克资源是一家更加多元化的矿商，业务结构更多地侧重于铜矿，增长前景也要好得多。Impactive Capital的劳伦•泰勒•沃尔夫（Lauren Taylor Wolfe）将KBR公司定位为一家正在向绿色经济转型的公司，并预计未来三年内将有200%的增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":820913570,"gmtCreate":1633339107430,"gmtModify":1633339107553,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"🈶️点难","listText":"🈶️点难","text":"🈶️点难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820913570","repostId":"2172396270","repostType":4,"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888473890,"gmtCreate":1631523566410,"gmtModify":1632807835954,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"加油💪","listText":"加油💪","text":"加油💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888473890","repostId":"1122725675","repostType":4,"isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883444964,"gmtCreate":1631267512658,"gmtModify":1632883542276,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"定定","listText":"定定","text":"定定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883444964","repostId":"2166232159","repostType":2,"isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894773105,"gmtCreate":1628860861307,"gmtModify":1633688947802,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"没有办法","listText":"没有办法","text":"没有办法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894773105","repostId":"1155769923","repostType":4,"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892748270,"gmtCreate":1628691373290,"gmtModify":1633745082008,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"定定了","listText":"定定了","text":"定定了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892748270","repostId":"1154453999","repostType":4,"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809255977,"gmtCreate":1627374360699,"gmtModify":1633765610857,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"也对","listText":"也对","text":"也对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809255977","repostId":"1183270387","repostType":2,"repost":{"id":"1183270387","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":1627374030,"share":"https://www.laohu8.com/m/news/1183270387?lang=&edition=full","pubTime":"2021-07-27 16:20","market":"other","language":"zh","title":"中概教育股盘前反弹，好未来涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183270387","media":"老虎资讯综合","summary":"7月27日，中概教育股盘前反弹，好未来涨超8%，新东方、高途涨超4%。","content":"<p>7月27日，中概教育股盘前反弹，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超8%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/f710c3326dc4dac87ec8a3c02fbaa4ea\" tg-width=\"364\" tg-height=\"186\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中概教育股盘前反弹，好未来涨超8%</title>\n<style 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href=\"https://laohu8.com/S/TAL\">好未来</a>涨超8%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/f710c3326dc4dac87ec8a3c02fbaa4ea\" tg-width=\"364\" tg-height=\"186\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"GOTU":"高途","EDU":"新东方","TAL":"好未来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183270387","content_text":"7月27日，中概教育股盘前反弹，好未来涨超8%，新东方、高途涨超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}